Several foreign institutions have released their outlook for the Chinese market in 2026. Foreign investment is expected to continue to flow into the Chinese stock market.

In recent days, Morgan Stanley, UBS and other foreign institutions have released their outlook on the Chinese market for 2026, expressing full confidence and optimism in the future development of the Chinese economy and capital market. UBS maintains an overweight rating on the Chinese stock market, while Morgan Stanley has raised its target for the Chinese stock index. Foreign institutions generally believe that the positive factors supporting the Chinese stock market are likely to continue into next year, and the Chinese stock market is expected to have another "bumper year" with continued inflows of foreign funds. In terms of investment themes, AI, technology, going global, and "anti-internal competition" have become sectors that foreign investors generally favor.