UBS Wealth Management: Chinese Equities Maintain Upside Potential in 2026, AI and Tech Drive Long-Term Profit Growth

Deep News2025-12-26

UBS Group AG's Chief Investment Office's wealth management unit expressed an institutional view, stating that the upward trend in the Chinese market is expected to continue into 2026, with advanced manufacturing and technological self-reliance becoming new growth engines.

As domestic investors enter the market and global capital adjusts its allocations, Chinese equities still possess room for further gains.

Currently, AI and technology are key drivers for long-term profit growth, and the technology sector—which constitutes approximately half the weighting of the MSCI China Index—is also demonstrating increasing resilience to the U.S. economic cycle and external shocks.

China's pace of AI monetization leads other markets, with the Hang Seng Tech Index projected to achieve 37% earnings per share growth in 2026.

Against a backdrop of low interest rates and limited alternative investment options, approximately 7 trillion yuan in excess household savings is expected to flow into the stock market.

The outlook for the Chinese market remains positive, with a focus on cloud computing, e-commerce, AI, digital infrastructure, and selected telecommunications, financial, and utility companies.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1182553858?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-12-26 11:41","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1182553858","market":"hk","top_or_hot":-1,"title":"UBS Wealth Management: Chinese Equities Maintain Upside Potential in 2026, AI and Tech Drive Long-Term Profit Growth","media":"Deep News","content":"<p>UBS Group AG's Chief Investment Office's wealth management unit expressed an institutional view, stating that the upward trend in the Chinese market is expected to continue into 2026, with advanced manufacturing and technological self-reliance becoming new growth engines.</p>\n<p>As domestic investors enter the market and global capital adjusts its allocations, Chinese equities still possess room for further gains.</p>\n<p>Currently, AI and technology are key drivers for long-term profit growth, and the technology sector—which constitutes approximately half the weighting of the MSCI China Index—is also demonstrating increasing resilience to the U.S. economic cycle and external shocks.</p>\n<p>China's pace of AI monetization leads other markets, with the Hang Seng Tech Index projected to achieve 37% earnings per share growth in 2026.</p>\n<p>Against a backdrop of low interest rates and limited alternative investment options, approximately 7 trillion yuan in excess household savings is expected to flow into the stock market.</p>\n<p>The outlook for the Chinese market remains positive, with a focus on cloud computing, e-commerce, AI, digital infrastructure, and selected telecommunications, financial, and utility companies.</p>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS Wealth Management: Chinese Equities Maintain Upside Potential in 2026, AI and Tech Drive Long-Term Profit Growth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUBS Wealth Management: Chinese Equities Maintain Upside Potential in 2026, AI and Tech Drive Long-Term Profit Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2025-12-26 11:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>UBS Group AG's Chief Investment Office's wealth management unit expressed an institutional view, stating that the upward trend in the Chinese market is expected to continue into 2026, with advanced manufacturing and technological self-reliance becoming new growth engines.</p>\n<p>As domestic investors enter the market and global capital adjusts its allocations, Chinese equities still possess room for further gains.</p>\n<p>Currently, AI and technology are key drivers for long-term profit growth, and the technology sector—which constitutes approximately half the weighting of the MSCI China Index—is also demonstrating increasing resilience to the U.S. economic cycle and external shocks.</p>\n<p>China's pace of AI monetization leads other markets, with the Hang Seng Tech Index projected to achieve 37% earnings per share growth in 2026.</p>\n<p>Against a backdrop of low interest rates and limited alternative investment options, approximately 7 trillion yuan in excess household savings is expected to flow into the stock market.</p>\n<p>The outlook for the Chinese market remains positive, with a focus on cloud computing, e-commerce, AI, digital infrastructure, and selected telecommunications, financial, and utility companies.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"MCHI","symbol_name":"中国ETF-iShares MSCI","start_time":0,"source_url":"","article_id":"1182553858","we_media_id":"1039043262","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1182553858","pubTimestamp":1766720504,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Deep News","introduction":"Global Stock Market Deep Analysis","home_visible":1,"id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"summary":"UBS Group AG's Chief Investment Office's wealth management unit expressed an institutional view, stating that the upward trend in the Chinese market is expected to continue into 2026, with advanced...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"MCHI":"中国ETF-iShares MSCI","ASHR":"德银沪深300指数ETF","CWEB":"两倍做多沪深中国互联网股票ETF-Direxion","BK4614":"Manus概念股","BK4585":"ETF&股票定投概念","HXC":"纳斯达克中国金龙指数","BK4588":"碎股","CQQQ":"中国科技指数ETF-Guggenheim","UBS":"瑞银","FXI":"中国大盘股ETF-iShares","DRAG":"中国龙ETF-Roundhill","ASHS":"德银沪深中证500指数ETF","KWEB":"中国海外互联网ETF-KraneShares","CHAU":"2倍做多沪深300ETF-Direxion"},"translate_title":"瑞银财富管理：2026年中国股市保持上涨潜力，人工智能和科技推动长期利润增长","themeId":"dd50c687ad2495dc79023540e03ca2b8","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ASHR":1,"HXC":1,"CHAU":1,"CQQQ":1,"MCHI":1,"UBS":1,"FXI":1,"DRAG":1,"ASHS":1,"CWEB":1,"KWEB":1},"content_text":"UBS Group AG's Chief Investment Office's wealth management unit expressed an institutional view, stating that the upward trend in the Chinese market is expected to continue into 2026, with advanced manufacturing and technological self-reliance becoming new growth engines.\nAs domestic investors enter the market and global capital adjusts its allocations, Chinese equities still possess room for further gains.\nCurrently, AI and technology are key drivers for long-term profit growth, and the technology sector—which constitutes approximately half the weighting of the MSCI China Index—is also demonstrating increasing resilience to the U.S. economic cycle and external shocks.\nChina's pace of AI monetization leads other markets, with the Hang Seng Tech Index projected to achieve 37% earnings per share growth in 2026.\nAgainst a backdrop of low interest rates and limited alternative investment options, approximately 7 trillion yuan in excess household savings is expected to flow into the stock market.\nThe outlook for the Chinese market remains positive, with a focus on cloud computing, e-commerce, AI, digital infrastructure, and selected telecommunications, financial, and utility companies.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1182553858","isCrawlerRequest":true}