--- title: "新加坡的预算预计将推动股票市场和人工智能的采用" description: "新加坡最新的预算旨在通过亲市场措施提升其金融中心地位，包括一项 65 亿新元的资本市场改革计划。分析师预测这可能会推动富时新加坡海峡时报指数接近 6000 点。预算强调对人工智能和绿色能源的投资，并预计 2026 年的财政盈余将占 GDP 的 1.0%。此外，还引入了 2026 年企业税 40% 的减免，以支持企业发展。总体而言，该预算反映了对财政纪律的承诺，同时通过技术采用促进长期经济增长和生产" type: "news" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/275855847.md" published_at: "2026-02-13T06:05:57.000Z" --- # 新加坡的预算预计将推动股票市场和人工智能的采用 > 新加坡最新的预算旨在通过亲市场措施提升其金融中心地位，包括一项 65 亿新元的资本市场改革计划。分析师预测这可能会推动富时新加坡海峡时报指数接近 6000 点。预算强调对人工智能和绿色能源的投资，并预计 2026 年的财政盈余将占 GDP 的 1.0%。此外，还引入了 2026 年企业税 40% 的减免，以支持企业发展。总体而言，该预算反映了对财政纪律的承诺，同时通过技术采用促进长期经济增长和生产力提升 By Amanda Lee and Megan Cheah There was much to welcome in Singapore's latest budget, which included several pro-market and business measures as the city-state seeks to cement its position as a financial hub. As widely expected, the budget signaled fiscal discipline and a mildly expansionary stance, with another surplus projected for the fiscal year ahead. A key focus was the government's artificial intelligence strategy, which analysts say could deliver broad benefits across the economy. Here's what stood out: Market Boost: The budget stepped up efforts to revive Singapore's equities and capital markets, expanding the main reform program to S$6.5 billion. Analysts at J.P. Morgan Securities said the added support could push the FTSE Straits Times Index closer to their 6000 target. The STI crossed 5000 for the first time this week, helped in large by the program. Morgan Stanley said the budget strengthens Singapore's appeal, with measures likely to improve liquidity and attract a stronger pipeline of companies. Maybank Securities said funds set aside for capital-market development should lift listings and equity fundraising, benefiting exchange operator SGX and brokerage platform iFast. Fiscal Support: Stocks may also gain from plans to increase government spending in strategic areas such as AI and green energy. J.P. Morgan said the revision of the 2025 surplus to more than double its earlier estimate "creates a significant buffer to reinvest into the economy." It expects internet, telecom and semiconductor sectors stocks to benefit. The 2026 budget targets a surplus of about 1.0% of gross domestic product, larger than the 2025 target. Marcus Yiu at Moody's Ratings said the budget reflects a clearer focus on long-term priorities and economic change. Continued fiscal discipline while preserving room for such spending supports Singapore's credit profile. AI Strategy: The budget placed strong emphasis on AI, aiming to use the technology to reshape key sectors, including advanced manufacturing. OCBC's Selena Ling said the plan is not a routine upgrade, but an "all-out, coordinated, multifaceted push" to make AI central to Singapore's economy and workforce for years to come. DBS senior economist Chua Han Teng said AI adoption will boost productivity, especially as Singapore faces land and labor constraints. Reema Bhattacharya at Verisk Maplecroft said Singapore is not trying to match U.S. or Chinese spending on frontier models, but is instead focused on capacity. "How Singapore manages power limits, builds its talent pipeline and sustains funding over time will determine whether these investments deliver lasting competitive advantage," she said. Tax Rebate: The government will grant a 40% corporate income tax rebate for the 2026 year of assessment, a move eToro market analyst Zavier Wong reflects efforts to keep businesses competitive. Deloitte Singapore's Chai Sook Peng said the move signals a shift away from broad-based support toward more targeted measures and will offer short-term relief to those facing cost pressures. Write to Amanda Lee at amanda.lee@wsj.com and Megan Cheah at megan.cheah@wsj.com (END) Dow Jones Newswires February 13, 2026 01:02 ET (06:02 GMT) Copyright (c) 2026 Dow Jones & Company, Inc. ### Related Stocks - [ES3.SG - SPDR® 新加坡STI指数ETF](https://longbridge.com/zh-CN/quote/ES3.SG.md) - [G3B.SG - 日兴资管新加坡STI指数ETF](https://longbridge.com/zh-CN/quote/G3B.SG.md) - [STI.SG - 富时新加坡海峡时报指数](https://longbridge.com/zh-CN/quote/STI.SG.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Singapore rolls out national AI council, tax breaks, training push to accelerate adoption | Singapore is enhancing its AI strategy with a national AI council, tax incentives, and workforce training to boost adopt | [Link](https://longbridge.com/zh-CN/news/275761490.md) | | Experts warn of security gap as Singapore accelerates AI missions | Singapore is facing increased cybersecurity risks as the government accelerates the integration of artificial intelligen | [Link](https://longbridge.com/zh-CN/news/275849636.md) | | Singapore to set up National AI Council – Budget 2026 | Singapore is establishing a National AI Council, led by Prime Minister Lawrence Wong, to guide the country's AI strategy | [Link](https://longbridge.com/zh-CN/news/275743645.md) | | New council must bridge security, trust gaps to anchor new AI missions | A new National AI Council in Singapore, chaired by Prime Minister Lawrence Wong, aims to drive AI adoption across variou | [Link](https://longbridge.com/zh-CN/news/275841316.md) | | Budget 2026: Not grand pronouncements, but steady steps in longer-term plans | Budget 2026 emphasizes steady, practical steps rather than grand announcements, focusing on enhancements to existing pro | [Link](https://longbridge.com/zh-CN/news/275752033.md) | --- > **免责声明**：本文内容仅供参考，不构成任何投资建议。