AI Data Insight
In Q2 2026, China's Economists' Confidence Index fell to 96.4, a significant decline from the previous value of 98.7, remaining below the 100 boom-or-bust threshold. This trend echoes the slower-than-expected GDP growth of 4.3% for the quarter, reflecting the structural pressure of being "hot externally and cold internally." Amid the K-shaped divergence of strong exports and weak domestic demand, the market is closely watching whether authorities will increase fiscal stimulus to restore confidence.