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BlackRock Predicts CN Econ Growth Shy of 5% Next Yr w/ AI Infrastructure Investment Opportunities in Focus
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BlackRock forecasts China's economic growth rate in 2026 to be slightly below 5%, and the government's policy goals will be aimed at controlling downside risks rather than launching large-scale stimulus. Focus will be on selective investment opportunities in the Chinese stock market related to AI infrastructure, automation, and power generation. Ben Powell, Chief Investment Strategist for APAC at BlackRock Investment Institute, said AI construction is currently centered in the US, with capital expenditure rapidly expanding, but the spillover effects are very evident in Asia. China is currently developing its AI capabilities and expanding cost-effective and energy-efficient open-source model scales, while focusing on practical applications rather than cutting-edge AGI, Powell added. For example, the proportion of newly released models like Qwen on open platforms continues to rise. BlackRock has rated China's stock market as Neutral, favoring sectors like AI, automation, and power generation. Despite the overall Neutral stance, it still likes Chinese tech stocks. AAStocks Financial News |
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