JP Morgan analysts say AI stocks could account for as much a
文 / 小金
2026-10-12 14:50:03
来源:亚金网
JP Morgan analysts say AI stocks could account for as much as half of Asian index weight and may drive 70% of the region's 2027 earnings growth. They say Asia's AI exposure is concentrated in hardware and expect supply tightness to persist at least through 2028, a dynamic that would grant suppliers significant pricing power. JP Morgan flags the most acute shortages in advanced logic chips, chip packaging (Ajinomoto build-up-film/ABF substrates), semiconductor equipment, high-end copper-clad laminates, HBM and high-speed optical components. The bank projects the AI ecosystem will generate net profits above $1 trillion and free cash flow around $700bn by 2028. JP Morgan retains overweight ratings on technology and on Taiwan and Korea equities.
