2025-12-30 10:28:13

Consumption remains sluggish with no signs of property market recovery expected through 2026. Against this backdrop, Beijing is unlikely to let Chinese stock prices slide indefinitely. Translation: while the ride will probably get rougher next year, the odds still favor more upside than downside. The government's track record suggests policy support steps in when equity markets show sustained weakness—making this a structural prop under valuations heading into 2026.

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GraphGuru

· 10h ago

Weak consumer spending, no hope for the housing market, but the government is backing the stock market. Riding the roller coaster next year will be worth it.

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PuzzledScholar

· 10h ago

Uh... it's the same old script again, government bailing out the market, supporting the stock market. Anyway, retail investors just watch the show.

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MEVHunter

· 10h ago

Weak consumer spending, no improvement in the real estate market... I really understand Beijing's trick of "stabilizing the market." Basically, it's betting on the policy bottom. I saw through last year's move completely—if the decline is severe enough, it will be rescued. Structural support sounds fancy but essentially it's "the government stepping in as the bailout." There will indeed be turbulence next year, but logically, the bullish side still has the advantage.

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SatoshiHeir

· 11h ago

It should be pointed out that this set of arguments is essentially a rehash of fiat currency thinking—the logic of government support I have seen in on-chain discussions since 2015, just with a different disguise. With weak consumption, a sluggish real estate market, why should the Chinese stock market rise? Isn't this a typical gambler's mentality of "optimistic about the future" while ignoring reality...

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ImpermanentPhobia

· 11h ago

Next year will definitely be bumpy, but the government's market support... hey, we all know it well.

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