The spring market in 2026 is expected, with securities firms recommending a balanced allocation towards growth and cyclical sectors.

According to the latest analysis from multiple securities firms, reporters have found that they hold a relatively positive attitude towards the arrival of the spring market in 2026. Positive factors in terms of policies, fundamentals, and capital resonate, combined with the late timing of the 2026 Spring Festival and the deepening "learning effect" in the market, it is expected that the spring market in 2026 will arrive earlier. In terms of allocation, it is recommended to have a balanced allocation of growth and cyclical sectors, with focus on sectors such as defense industry, AI applications, chemicals, and natural resources.