瑞银财富管理：中国股市明年仍有上行空间 AI和科技驱动长期盈利增长

环球市场播报2025-12-26

瑞银财富管理投资总监办公室发表机构观点，称中国市场的涨势有望在2026年延续，先进制造业和科技自立自强成为新的增长引擎。　　随着国内投资者入场、全球资本调整配置，中国股市仍有上行空间。　　目前AI和科技是长期盈利增长的关键动力，科技板块（约占MSCI中国指数一半权重）对美国经济周期和外部冲击也愈发具韧性。　　中国AI变现步伐领先其他市场，预计恒生科技指数2026年每股收益增长将达到37%。 ...

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