Group 1 - The 2026 China Chief Economist Forum Annual Meeting was held on January 10-11 in Shanghai, with the theme "Chess in the Middle Game: Building a Strong Nation" [1][2] - Li Zhan, Chief Economist of China Merchants Fund, stated that the A-share market has at least a 20% upside potential in 2026, supported by technology innovation, overseas expansion, and internet AI [1][2] - Li Zhan highlighted that while there are supportive factors, risks have not been fully eliminated, including issues related to real estate, local government debt, and unstable overseas geopolitical policies, making the direction of stimulus unclear [1][2] Group 2 - The recommendation is to focus on sectors with clear growth and profitability, particularly those supported by government policies in technology [1][2]
招商基金李湛:2026年A股至少还有20%上涨空间
Xin Lang Cai Jing·2026-01-11 08:00