Group 1 - A total of 186 listed companies have been subject to concentrated research by public funds and brokerages, with a combined total of 220 research instances as of January 13 [1] - Popular companies such as Aipeng Medical, Entropy Technology, and Superjet Co. have attracted over 120 participating institutions each, focusing on topics like brain-computer interfaces, commercial aerospace, and humanoid robots [1] - UBS Group is optimistic about the Chinese stock market's prospects in 2026, highlighting China's large economy and technological innovation as key factors for global investors seeking diversification from high-valued U.S. stocks [1] Group 2 - Over the past year, the Chinese stock market has outperformed the U.S. stock market, with investors shifting focus to other markets, including China, amid U.S. government attempts to influence the Federal Reserve [4] - The daily trading volume on the Shanghai and Shenzhen exchanges recently reached a record high of 3.58 trillion yuan, with some indices consolidating around four-year highs [4] - UBS strategist Meng Lei noted that the surge in trading volume should not be interpreted as excessive speculation, as the pace of new stock account openings in 2025 is moderate and the proportion of leveraged trading remains low [4]
瑞银对中国股市在2026年的前景持乐观看法