近期，多家头部券商与资产管理机构陆续召开2026年度策略会，围绕宏观经济走势、产业政策导向及全球市场变局，深入探讨未来投资主线。与会专家普遍认为，2026年中国经济将延续高质量发展路径，科技创新、绿色转型与内需提振将成为三大核心驱动力。在科技领域，人工智能、半导体、商业航天等前沿赛道被反复提及；绿色经济方面，新能源、储能及碳中和相关产业链备受关注；同时，随着消费信心逐步修复，医疗健康、银发经济及国货品牌也被视为结构性机会。此外，部分机构强调需警惕海外货币政策波动、地缘政治风险对A股及港股市场的外溢效应。总体来看，2026年投资策略更强调‘确定性’与‘长期主义’，建议投资者聚焦具备核心竞争力、现金流稳健的优质资产，把握结构性行情中的长期价值。
Recently, leading securities firms and asset management institutions have held their annual strategy conferences for 2026, delving into key investment themes based on macroeconomic trends, industrial policy directions, and global market dynamics. Experts generally agree that China’s economy will continue its high-quality development trajectory in 2026, with technological innovation, green transformation, and domestic demand recovery emerging as the three primary drivers. In the tech sector, frontier areas such as artificial intelligence, semiconductors, and commercial spaceflight are repeatedly highlighted. Within the green economy, industries related to renewable energy, energy storage, and carbon neutrality are drawing significant attention. Meanwhile, as consumer confidence gradually rebounds, healthcare, silver economy (services for the aging population), and domestic brands are seen as promising structural opportunities. Some institutions also caution against spillover risks from overseas monetary policy shifts and geopolitical tensions affecting A-share and Hong Kong markets. Overall, the 2026 investment strategy emphasizes ‘certainty’ and ‘long-termism,’ advising investors to focus on high-quality assets with strong competitive advantages and stable cash flows to capture long-term value amid structural market opportunities.
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