近期，前海开源基金首席经济学家杨德龙公开表示，2026年A股或将迎来一轮强劲的牛市行情，并预计该趋势将‘愈演愈烈’。他认为，随着中国经济稳步复苏、宏观政策持续宽松以及资本市场改革不断深化，A股市场有望在2026年前后进入新一轮上升周期。杨德龙指出，当前估值处于历史低位，叠加外资回流、居民资产配置向权益类资产转移等多重利好因素，为牛市奠定了坚实基础。此外，科技创新、绿色能源、高端制造等国家战略方向的相关板块，将成为本轮行情的重要驱动力。他建议投资者提前布局优质蓝筹和成长型标的，以把握未来市场机遇。不过，他也提醒需警惕短期波动风险，坚持长期价值投资理念。
Recently, Yang Delong, Chief Economist at Qianhai Kaiyuan Fund, publicly stated that the A-share market is poised for a robust bull run in 2026, with momentum expected to intensify further. He believes that China’s steady economic recovery, sustained accommodative macro policies, and deepening capital market reforms will collectively propel the A-share market into a new upward cycle around 2026. According to Yang, current valuations are at historically low levels, and combined with factors such as foreign capital returning and domestic households reallocating assets toward equities, the foundation for a bull market is solid. He highlighted that sectors aligned with national strategic priorities—such as technological innovation, green energy, and advanced manufacturing—will serve as key drivers of this rally. Yang advises investors to proactively position themselves in high-quality blue-chip and growth-oriented stocks to capitalize on upcoming opportunities, while also cautioning against short-term volatility and emphasizing a long-term, value-based investment approach.
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