CICC's Liu Gang Discusses 2026 Allocation Strategy: Focus on Credit Expansion Directions, Structure Over Market (Includes Presentation PPT)

Deep News01-16

Theme: 2026 Global and China Capital Market Outlook Forum

Investors should follow Golden麒麟 analyst research reports for authoritative, professional, timely, and comprehensive analysis to uncover potential thematic opportunities. On January 15, the 2026 Global and China Capital Market Outlook Forum convened, gathering industry leaders to discuss new wealth logic in the AI era and the future of capital markets.

Liu Gang, Managing Director of CICC Research Department and Chief Analyst of Overseas and Hong Kong Stock Strategy, delivered a keynote speech. Liu stated that for 2026 Hong Kong stock investments, investors should seek directions where credit can expand, prioritizing structure over the broader market. Key focuses include AI technology, dividends, cyclical sectors, and consumption—encompassing AI industries/robotics, external demand reflections (fiscal physical investments and real estate chains), and capacity clearance (power equipment, chemicals, building materials, coal, dairy, etc.).

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