Recently, the 2026 Chinese stock outlook released by Wang Ying, China's chief stock strategist at Morgan Stanley, blew up the market. In an interview with reporters in March of this year, Wang Ying clearly stated “now is the best time to suggest that global investors increase their allocation to Chinese stocks.” Towards the end of the year, Wang Ying was once again interviewed by reporters to explain her latest views on the Chinese stock market and China's asset revaluation next year. Wang Ying believes that 2026 will be a year to consolidate the “fruits of victory” in China's stock market valuation. Index performance may show single-digit increases, and excess profits can be obtained by selecting individual stocks and grasping industry themes. In terms of layout, Wang Ying said that sectors that are highly compatible with China's medium- to long-term development strategy should be firmly selected. She believes that China will continue to have opportunities for growth in industries that already have a leading global or regional position in artificial intelligence, high-end manufacturing, and biopharmaceuticals; at the same time, “anti-internal circulation” will continue to be a long-term theme for several years. Referring to the AI “bubble,” Wang Ying believes that there are still quite a few targets in the AI sector that are within a reasonable valuation range. She also said that she conducted a number of global roadshows this year and received a strong signal that the confidence of global institutional investors to invest in Chinese stocks is gradually increasing. Therefore, foreign capital is expected to maintain a net inflow trend in 2026.

Recently, the 2026 Chinese stock outlook released by Wang Ying, China's chief stock strategist at Morgan Stanley, blew up the market. In an interview with reporters in March of this year, Wang Ying clearly stated “now is the best time to suggest that global investors increase their allocation to Chinese stocks.” Towards the end of the year, Wang Ying was once again interviewed by reporters to explain her latest views on the Chinese stock market and China's asset revaluation next year. Wang Ying believes that 2026 will be a year to consolidate the “fruits of victory” in China's stock market valuation. Index performance may show single-digit increases, and excess profits can be obtained by selecting individual stocks and grasping industry themes. In terms of layout, Wang Ying said that sectors that are highly compatible with China's medium- to long-term development strategy should be firmly selected. She believes that China will continue to have opportunities for growth in industries that already have a leading global or regional position in artificial intelligence, high-end manufacturing, and biopharmaceuticals; at the same time, “anti-internal circulation” will continue to be a long-term theme for several years. Referring to the AI “bubble,” Wang Ying believes that there are still quite a few targets in the AI sector that are within a reasonable valuation range. She also said that she conducted a number of global roadshows this year and received a strong signal that the confidence of global institutional investors to invest in Chinese stocks is gradually increasing. Therefore, foreign capital is expected to maintain a net inflow trend in 2026.