2026年资本市场有哪些机会？专家解读来了

Group 1 - The central economic work conference emphasizes the integration of investment in goods and investment in people, highlighting opportunities in industries such as artificial intelligence, financial technology, and elder care services due to existing supply gaps [3] - The focus on new production capacities and boosting domestic demand in the 2026 industrial policy suggests that sectors related to artificial intelligence and low-altitude economy, as well as domestic consumption, are worth monitoring [3] - The active capital market is crucial for supporting the development of emerging industries, which in turn promotes employment and enhances the effectiveness of "investment in people" [4] Group 2 - The conference signals a strong emphasis on domestic demand as a primary driver, indicating that expanding domestic demand is both a short-term challenge and a long-term strategic choice [6] - The two main directions for the 2026 economic policy are ensuring "quantitative expansion" through domestic demand and "qualitative improvement" via innovation [6] - The macroeconomic policy for 2026 is expected to be more proactive, with an emphasis on moderately loose monetary policy and more active fiscal policy, aiming for a coordinated macro policy approach [7] Group 3 - The capital market is anticipated to experience a positive trend in 2026, driven by improved operating conditions for listed companies, ample liquidity, and a favorable external environment [9] - Key sectors to watch include technology, electronics, and artificial intelligence, which are expected to present new opportunities [9] - The performance of the artificial intelligence and chip industries in 2025 indicates significant growth potential, with ongoing opportunities in various "AI+" sectors [9]