Recently, many foreign-funded institutions such as Lianbo Fund, Manulife Fund, Lubomai Fund, and Morgan Stanley have published their latest views on the recent market. Many foreign-funded institutions generally believe that the geographical situation and AI application are still the two main lines running through 2026. The global economy as a whole remains resilient, but the characteristics of “K-type differentiation” are evident in both the Chinese and US markets. In the context of the expected slowdown in AI capital expenditure growth and the fragmentation of global monetary policies, foreign-funded institutions gave cautious and positive judgments on bond market trends, equity style changes, and China's asset allocation in the second half of the year.

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