"Big Banks" JP Morgan lists the top Chinese stocks benefiting from the AI supercycle (Table)

AASTOCKS
2025.11.27 04:38

JP Morgan published a report on the outlook for Hong Kong stocks in 2026, listing the preferred Chinese stocks benefiting from the AI supercycle.

Cloud Service Providers (CSP):

Alibaba-W (09988.HK)

Tencent Holdings (00700.HK)

Artificial Intelligence Data Centers (AIDC):

Zhongji Innolight (300308.SZ)

Huaqin Technology (603296.SH)

Zhongwei Company (688012.SH)

Northern Huachuang (002371.SZ)

Electrification and Battery Materials:

CATL (300750.SZ)

EVE (300014.SZ)

Sungrow Power Supply (300274.SZ)

Siyuan Electric (002028.SZ)

Tianqi Lithium (09696.HK)

Ganfeng Lithium (002460.SZ)

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