Berenberg: AI will remain a key driver of stock prices in 2026

Glonghui, January 26th｜Berenberg Bank analysts pointed out in a report that artificial intelligence is expected to remain a key driver of stock price performance in 2026, mainly involving online platforms, advertising agencies, and the software sub-sector. They stated that upward revisions of earnings expectations are crucial, and companies issuing downward guidance may face more scrutiny, even if the reasons are unrelated to artificial intelligence. Berenberg also expects that private equity interest in this field will increase.