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Will the bull market come in 2026? Welcome to discuss in the comments:
马年就玩马斯克小-奶-狗- puppies聊天室
🌍Global stock market: Goldman Sachs expects a total return of about 15% for the global stock market in 2026, with non-US markets (including China) outperforming US stocks; the drivers are shifting from valuation to profit growth.
🔥🔥🔥$BTC Main judgment on A-shares:
#黄金白银反弹
Most brokers/foreign capital: slow bull/structural bull, index center of gravity moving up, increased volatility.
Profit expectations: Non-financial A-share net profit growth rate of 8%–12%, higher for sci-tech/AI chains.
Foreign capital confidence: Goldman Sachs research shows that 92% of investors expect the MSCI China index to rise more than 10%.
Risk warning: Valuation is not low, the pace of Federal Reserve interest rate cuts, recovery of real estate and consumption, geopolitical and policy uncertainties.
🐮🐮🐮$BNB II. Core support for the 2026 bull market
#黄金白银反弹
Macroeconomics and policy: Starting point of the 14th Five-Year Plan, loose fiscal and monetary policy, PPI turning positive, corporate profit recovery.
Liquidity: Federal Reserve interest rate cuts, foreign capital inflow, domestic long-term capital entering the market, increased attractiveness of RMB assets.
Industry main line: Full industrial chain of AI, computing power, semiconductors, humanoid robots, new productivity.
Capital situation: Incremental expectations for margin financing, ETFs, pensions, foreign capital, etc.
💥💥💥$ETH III. More likely market forms (not a full-blown bull market)
#美国科技基金净流
Slow bull/structural bull: Index steadily rising, sector rotation, increased volatility.
Profit driving: 2025 depends on valuation, 2026 depends on performance realization, valuation is difficult to expand significantly.
Stabilize first, then rise: Fluctuation at the beginning of the year, then exerting strength, looking at profits and foreign capital in the middle of the year, rushing for performance at the end of the year.
#BTC何时反弹？
IV. Key observation signals (to judge the quality of the bull market)
Federal Reserve interest rate cut pace and magnitude.
Can A-share profit growth reach 8%+
PPI turning positive, strength of consumption and real estate recovery.
AI/technology main line performance realization.
Foreign capital and long-term funds continuing to flow in.
🌸🌸🌸V. One-sentence summary
The 2026 bull market is "coming back", but more like a "slow bull/structural bull", not a comprehensive surge. Opportunities lie in technological growth + profit realization, volatility will be greater, testing stock selection and position management more.
{spot}(BNBUSDT)
{spot}(ETHUSDT)
{spot}(BTCUSDT)
马年就玩马斯克小-奶-狗- puppies聊天室
🌍Global stock market: Goldman Sachs expects a total return of about 15% for the global stock market in 2026, with non-US markets (including China) outperforming US stocks; the drivers are shifting from valuation to profit growth.
🔥🔥🔥$BTC Main judgment on A-shares:
#黄金白银反弹
Most brokers/foreign capital: slow bull/structural bull, index center of gravity moving up, increased volatility.
Profit expectations: Non-financial A-share net profit growth rate of 8%–12%, higher for sci-tech/AI chains.
Foreign capital confidence: Goldman Sachs research shows that 92% of investors expect the MSCI China index to rise more than 10%.
Risk warning: Valuation is not low, the pace of Federal Reserve interest rate cuts, recovery of real estate and consumption, geopolitical and policy uncertainties.
🐮🐮🐮$BNB II. Core support for the 2026 bull market
#黄金白银反弹
Macroeconomics and policy: Starting point of the 14th Five-Year Plan, loose fiscal and monetary policy, PPI turning positive, corporate profit recovery.
Liquidity: Federal Reserve interest rate cuts, foreign capital inflow, domestic long-term capital entering the market, increased attractiveness of RMB assets.
Industry main line: Full industrial chain of AI, computing power, semiconductors, humanoid robots, new productivity.
Capital situation: Incremental expectations for margin financing, ETFs, pensions, foreign capital, etc.
💥💥💥$ETH III. More likely market forms (not a full-blown bull market)
#美国科技基金净流
Slow bull/structural bull: Index steadily rising, sector rotation, increased volatility.
Profit driving: 2025 depends on valuation, 2026 depends on performance realization, valuation is difficult to expand significantly.
Stabilize first, then rise: Fluctuation at the beginning of the year, then exerting strength, looking at profits and foreign capital in the middle of the year, rushing for performance at the end of the year.
#BTC何时反弹？
IV. Key observation signals (to judge the quality of the bull market)
Federal Reserve interest rate cut pace and magnitude.
Can A-share profit growth reach 8%+
PPI turning positive, strength of consumption and real estate recovery.
AI/technology main line performance realization.
Foreign capital and long-term funds continuing to flow in.
🌸🌸🌸V. One-sentence summary
The 2026 bull market is "coming back", but more like a "slow bull/structural bull", not a comprehensive surge. Opportunities lie in technological growth + profit realization, volatility will be greater, testing stock selection and position management more.
{spot}(BNBUSDT)
{spot}(ETHUSDT)
{spot}(BTCUSDT)
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.