中信证券预测，2026年下半年中国经济将受益于AI产业资本支出的外溢效应和输入型通胀的重塑，预计全年GDP增长4.7%。该机构建议关注基本金属、原油以及权益资产的配置机会，特别点名“AI+能化”组合。与此同时，摩根士丹利上调了台积电的目标股价，理由是AI驱动的强劲需求和改善的营收前景，预计台积电将上调其2026年营收和资本支出预期。 AI
IMPACT AI capital expenditure is expected to drive economic growth and influence investment strategies in metals, energy, and equities.
RANK_REASON The cluster contains financial analysis and market outlooks from investment firms, rather than a direct announcement from a frontier AI lab or a significant industry event.
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