--- title: "JP Morgan lists the \"high conviction\" stocks in emerging markets (including Hong Kong stocks) (table)" description: "JP Morgan released an emerging markets strategy report, expressing optimism about markets such as China, South Korea, India, Brazil, South Africa, the UAE, Greece, and Poland, and listed a highly conf" type: "news" locale: "en" url: "https://longbridge.com/en/news/270267569.md" published_at: "2025-12-19T07:14:21.000Z" --- # JP Morgan lists the "high conviction" stocks in emerging markets (including Hong Kong stocks) (table) > JP Morgan released an emerging markets strategy report, expressing optimism about markets such as China, South Korea, India, Brazil, South Africa, the UAE, Greece, and Poland, and listed a highly confident stock list, including Taiwan Semiconductor, Alibaba, and SK Hynix, all rated as overweight JP Morgan released a strategy report on emerging markets, optimistic about the Chinese market (continuous deepening of artificial intelligence development, supply-side reform, consumer support), South Korea (governance reform, strong memory demand), India (dual easing policies and recovering domestic demand boosting corporate profits), Brazil (expected to have a 350 basis point easing cycle by 2026, with electoral uncertainties), South Africa (improving trade conditions, rising gold/platinum group metal prices, declining bond yields, and early results from reforms), the UAE (long-term compound growth), as well as Greece and Poland (boost from the European economy combined with undervalued valuations). The bank also listed a list of highly confident emerging market stocks: Stock│Investment Rating│Target Price Taiwan Semiconductor (2330.TW)│Overweight│1,700 New Taiwan Dollars Alibaba (09988.HK)│Overweight│225 Hong Kong Dollars SK Hynix (000660.KS)│Overweight│800,000 Korean Won China Life (2828.HK)│Overweight│31 Hong Kong Dollars State Bank of India (SBIN.IN)│Overweight│1,170 Indian Rupees Nubank (NU.US)│Overweight│18 US Dollars Mahindra & Mahindra (MM.IN)│Overweight│4,180 Indian Rupees North Huachuang (002371.SZ)│Overweight│610 Chinese Yuan AngloGold Ashanti (ANG.SJ)│Overweight│234,000 South African Rand Hyundai Motor (005380.KS)│Overweight│360,000 Korean Won Emaar Properties (EAAR.UH)│Overweight│18.4 UAE Dirhams Eternal Ltd (ETERNAL.IN)│Overweight│390 Indian Rupees Capitec Bank (CPI.SJ)│Neutral│454,800 South African Rand Futu (FUTU.US)│Overweight│300 US Dollars Aldar Properties (ALDAR.UH)│Overweight│11 UAE Dirhams Embraer (EMBJ.US)│Overweight│80 US Dollars Piraeus Financial (TPEIR.GA)│Overweight│9.4 Euros ### Related Stocks - [BABA.US - Alibaba](https://longbridge.com/en/quote/BABA.US.md) - [09988.HK - BABA-W](https://longbridge.com/en/quote/09988.HK.md) - [TSM.US - Taiwan Semiconductor](https://longbridge.com/en/quote/TSM.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 测评超谷歌英伟达！阿里发布 RynnBrain 机器人大模型：让机器人具备 “思考大脑” | 阿里巴巴于 2 月 10 日推出了机器人 AI 基础模型 RynnBrain，旨在赋予机器人感知、决策与执行能力。该模型在多项评测中超越谷歌和英伟达的主流模型，具备时空记忆与推理能力，能够在多任务中保持工作连续性。RynnBrain 的开源 | [Link](https://longbridge.com/en/news/275420195.md) | | 春节 AI 大战只是表现？摩根大通：token 消耗量将进入高速增长期，五年或增长 370 倍！ | 摩根大通指出，春节期间的 AI 应用推广战只是表面现象，市场应关注消费者获取信息的结构性改变，这将推动 Token 消耗量进入高速增长期。预计 2025 年至 2030 年，中国 Token 消耗量年复合增长率将达 330%。投资者应关注 | [Link](https://longbridge.com/en/news/275448139.md) | | 反超三星、利润率盖过台积电：SK 海力士是如何问鼎 AI 存储领域 “隐形霸主” 的？ | SK 海力士过去 12 个月市值飙升 340%，已从债权人控制的 “僵尸公司” 逆袭为 AI 产业链定价者。其凭借 HBM 先发优势，在 AI 需求爆发的浪潮下，深度绑定英伟达与微软，拿下全球过半 HBM 份额；市占率超越三星，利润率超越台 | [Link](https://longbridge.com/en/news/275576275.md) | | 中国大模型 “春节档” 打响！等待消费级 AI 出 “爆款” | 2025 年 DeepSeek 的春节突袭战术已成为行业教科书。2026 年所有人都学会了这一招。字节、阿里、智谱及 DeepSeek“春节档” 密集发布旗舰模型，竞争焦点从单纯的模型性能转向 “效率” 与 “智能体” 落地。分析指，若 D | [Link](https://longbridge.com/en/news/275684474.md) | | 阿里这次出招具身智能，剑指深度环境理解力 | 引入了时空记忆和物理世界推理两项核心能力。 | [Link](https://longbridge.com/en/news/275425215.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.