高盛股票策略团队此前在亚太范围内建议高配A股和港股，预计2026年和2027年中国股市将每年上涨15%至20%。 盈利增长加速的驱动因素包括人 工智能应用、"出海"趋势和"反内卷"政策。此外，中国股市当前估值相比全球同业存在显著折价。 高盛5日发布题为《中国2026年展望：探索新动能》的宏观报告。 报告称，2026年建议高配中国股票。 报告分析，2026年，中国出口存在结构性上行空间；投资在政策支持下有望反弹；政策对服务消费更加重视，并鼓励增加假期和带薪休假。 报告还谈到，"十五五"规划建议中，"建设现代化产业体系"和"加快高水平科技自立自强"被列为优先事项，未来几年中国的出口和经常账户可能会保 持强劲。 ...

Group 1 - The article emphasizes the significant achievements made during the "14th Five-Year Plan" period, highlighting the importance of unity under the leadership of Xi Jinping to ensure decisive progress in socialist modernization [1][2][3] - The exploration of the moon and advancements in technology are noted as milestones in China's scientific development, contributing to national confidence and pride [2][3] - The article discusses the importance of setting scientific development goals and the focus on high-quality economic growth as central themes for the upcoming "15th Five-Year Plan" [5][6] Group 2 - The article mentions the role of cultural enterprises in promoting Chinese culture globally, with specific reference to the success of online literature in reaching international audiences [7][8] - It highlights the commitment of various sectors, including education and healthcare, to align with the directives of the recent plenary session, aiming for high-quality development and improved services [6][7] - The emphasis on agricultural modernization and the integration of technology in farming practices is presented as a key area for national strength [4][5]