2026-01-05 10:27:20

Recently, major investment institutions have released their latest outlook, giving an optimistic forecast for the Chinese stock market over the next two years. Their calculations indicate that between 2026 and 2027, related stocks could achieve an annual growth rate of 15%-20%.

What exactly is the basis for this prediction? The institutions believe several key factors are at play: on one hand, export businesses still have room for expansion; on the other hand, policies are actively guiding a rebound in investment while also encouraging growth on the consumption side. Interestingly, they also consider AI development, industrial structure optimization, and other factors as new drivers of medium- to long-term growth.

However, the most critical point of observation is here—the current valuation levels of A-shares and Hong Kong stocks indeed show a discount compared to similar assets globally. Does this imply a potential window for strategic positioning? This is a question worth every investor's serious consideration. So, what are your thoughts? Can this annualized growth expectation of 15%-20% be realized? Feel free to share your judgment in the comments.

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NFTFreezer

· 17h ago

Is this prediction reliable... I just want to ask, what was said last year?

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StablecoinAnxiety

· 01-06 03:58

No matter how optimistic it sounds, it still depends on how the subsequent policies unfold. Around this time last year, there were also various optimistic forecasts.

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PaperHandSister

· 01-05 10:54

Discount? Ha, it's the same old story, I hear this every year. Here we go again, why does the 15%-20% figure sound so familiar? How many times has the policy warm wind blown, but my wallet still isn't warm. Rebound, rebound, after so many years of rebounding, it's still rebounding. Is now the time to enter the market and take the bait? I don't believe it.

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WhaleShadow

· 01-05 10:53

又是大机构吹牛皮，15%-20%我看悬折价归折价，但现在进去就是接盘侠 AI那套也不新鲜了，讲了两年还是老样子政策护盘不假，可散户的钱早跑没影了等等再看吧，急什么呢

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NotAFinancialAdvice

· 01-05 10:50

Here we go again, the 15-20% figure sounds really comfortable, but can it really be realized? Discount = opportunity? Haha, maybe there's a reason it's cheap. Policies, AI, exports... after all the talk, it's still the same old story. I'm more concerned about when the cash flow will truly recover. Wait, how are they so sure it'll be like this in 2026? Feels a bit too optimistic. Enter with caution, don't be fooled by institutional papers. Honestly, I am optimistic, but if I were to go all in, I would need to wait a bit longer.

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MetaMaskVictim

· 01-05 10:46

15%-20%? Dream on. The external environment has been so complicated these past two years; just preserving the principal is already good enough.

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NFTragedy

· 01-05 10:35

15%-20%? Just hear it and forget it, same old rhetoric. Here comes the discount talk again? I lost money last time I heard that. Wait a minute, they haven't even factored in the real estate trap yet.

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WagmiOrRekt

· 01-05 10:34

15%-20%？Ha, those numbers really sound like a fairy tale --- Again with discounts, AI, and policy rebounds... standard talking points. Those who believed once have been cut. --- Wait, is this institution again calling for long positions... --- Anyway, I can't see where the 15 points come from. There are too many retail investors, and arbitrage opportunities are gone. --- Oh wait, are Hong Kong stocks really cheap? Feels like they've been falling forever without finding a bottom. --- Consumer growth? Just kidding. Everyone around me is saving money. --- I'm optimistic, but I just don't dare to buy, afraid it's another trap. --- I believe in AI, but the rest, well, just haha. --- If the institution says it's optimistic, I'll listen. But really investing more money should wait a bit. --- 2026? If I haven't turned things around by then, I'll be truly hopeless. --- Discounts are discounts. Who says discounts will definitely rebound? It could keep falling.

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