Ren Zeping: Maintaining the "confidence bull market" and the judgment of "rising in the east and falling in the west" since September 2024.

Economist Ren Zeping wrote that his overall judgement for 2026 is: a period of relaxation in macroeconomic policies, structural recovery in the economy, structural bull market in the stock market, a big explosion in the application of AI, and the beginning of a commodity boom. Therefore, it is important to maintain a rational optimism towards the future and continue to maintain the judgments of "confidence bull" and "eastward rise and westward fall" since September 2024.