--- title: "新加坡的預算預計將推動股票市場和人工智能的採用" description: "新加坡最新的預算旨在通過親市場措施提升其金融中心地位，包括一項 65 億新元的資本市場改革計劃。分析師預測這可能會推動富時新加坡海峽時報指數接近 6000 點。預算強調對人工智能和綠色能源的投資，並預計 2026 年的財政盈餘將佔 GDP 的 1.0%。此外，還引入了 2026 年企業税 40% 的減免，以支持企業發展。總體而言，該預算反映了對財政紀律的承諾，同時通過技術採用促進長期經濟增長和生產" type: "news" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/275855847.md" published_at: "2026-02-13T06:05:57.000Z" --- # 新加坡的預算預計將推動股票市場和人工智能的採用 > 新加坡最新的預算旨在通過親市場措施提升其金融中心地位，包括一項 65 億新元的資本市場改革計劃。分析師預測這可能會推動富時新加坡海峽時報指數接近 6000 點。預算強調對人工智能和綠色能源的投資，並預計 2026 年的財政盈餘將佔 GDP 的 1.0%。此外，還引入了 2026 年企業税 40% 的減免，以支持企業發展。總體而言，該預算反映了對財政紀律的承諾，同時通過技術採用促進長期經濟增長和生產力提升 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指數ETF](https://longbridge.com/zh-HK/quote/ES3.SG.md) - [G3B.SG - 日興資管新加坡STI指數ETF](https://longbridge.com/zh-HK/quote/G3B.SG.md) - [STI.SG - 富時新加坡海峽時報指數](https://longbridge.com/zh-HK/quote/STI.SG.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 萧振祥：新加坡要从投资 “着陆台” 成为企业 “起飞台” \| 联合早报网 | 新加坡交通部代部长萧振祥在经济策略检讨中期报告发布会上表示，新加坡应从吸引投资的 “着陆台” 转型为孕育全球企业的 “起飞台”，以创造更多优质工作。他强调经济增长与就业密切相关，并提出四项关键行动，包括巩固增长优势、拓展增长边界、建设人工智 | [Link](https://longbridge.com/zh-HK/news/274255303.md) | | 新加坡 2025 年前 9 个月支付领域融资额超 3.19 亿美元 | 新加坡在支付领域持续领先，2025 年前 9 个月融资额超过 3.19 亿美元，超越印尼、马来西亚等国。支付融资占全国金融科技总融资的 44%。2023 年交易规模达 393.7 亿美元，预计 2030 年增至 1136.5 亿美元。成人银 | [Link](https://longbridge.com/zh-HK/news/275112698.md) | | 去年下半年店屋交易活跃度回升 分析：租赁低迷但价格坚挺 \| 联合早报网 | 2025 年下半年，新加坡店屋交易活跃度回升，交易数量从 42 宗增至 54 宗，但平均尺价下降 27.1% 至 4663 元，总成交金额同比下跌 12.9% 至 3 亿 1220 万元。尽管部分餐饮业租户表现不佳，影响租赁市场，但店屋稀缺 | [Link](https://longbridge.com/zh-HK/news/275878300.md) | | 新加坡将在 2026 年预算中成立国家人工智能委员会 | 新加坡正在建立一个国家人工智能委员会，由总理黄循财领导，以指导该国的人工智能战略。委员会将审查法规并为人工智能创新创建测试环境。黄循财强调了企业全面采用人工智能的必要性，并指出了转型面临的挑战。一个新的人工智能冠军计划将支持企业在这一努力中 | [Link](https://longbridge.com/zh-HK/news/275743645.md) | | 专家警告，随着新加坡加速推进人工智能任务，可能会出现安全漏洞 | 新加坡面临着日益增加的网络安全风险，因为政府加快了人工智能（AI）在制造、金融和医疗等领域的整合。专家强调需要加强终端管理和漏洞识别，以保护免受网络攻击。国家人工智能委员会的成立以及 370 亿美元的研究和创新预算旨在将新加坡定位为全球人工 | [Link](https://longbridge.com/zh-HK/news/275849636.md) | --- > **免責聲明**：本文內容僅供參考，不構成任何投資建議。