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Jinse Finance reported that on December 10, 2025, the UBS Wealth Management Chief Investment Office (CIO) mentioned in its "2026 Annual Outlook" report that a favorable economic environment will support equities, and it is expected that global stocks will have an upside potential of about 15% by the end of 2026. Robust economic growth in the United States, along with accommodative fiscal and monetary policies, will benefit the technology, utilities, healthcare, and banking sectors. Stock markets in the United States, China, Japan, and Europe are expected to rise. Among them, AI and technology will continue to be key drivers of global equity gains. Strong capital expenditure and rapid adoption will further provide support in 2026, but investors should also be mindful of bubble risks. In a diversified equity portfolio, it is recommended to allocate up to 30% of positions to structural trends such as AI, longevity economy, and electricity and resources. UBS also specifically emphasized that the Chinese technology sector is one of the most important opportunities globally. Ample liquidity, inflows of retail funds, and corporate earnings growth in 2026 that could reach as high as 37% will support the momentum of Chinese equities. Investors seeking diversification can also capture this growth theme by deploying in Asian stock markets (especially India and Singapore) or emerging markets.

ChainCatcher reported that 10x Research posted on social media stating that bitcoin's dominance is declining, while fresh liquidity is returning to the market. Historically, this inflection point often signals that altcoins will take the lead in gains. After nearly three months of BTC preference shown by the model, the latest signals indicate that the market performance pattern may be shifting. The continuous inflow of stablecoins is quietly rebuilding the capital base for risk appetite, even though trading volumes remain below the cycle's peak levels. The rebound of some tokens is driven by spot rather than leverage, suggesting that this round of rotation is healthier compared to previous false starts. Meanwhile, platforms with active perpetual contract trading continue to lag behind, implying that overextended positions are being closed out in these places. If this shift is real, the strongest performers may not be the most hyped concepts, but rather assets that have been quietly accumulated in the shadows.