--- title: "JP Morgan analysts: Do not believe that investors will blindly chase low-quality or unprofitable companies related to the AI theme" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/266596540.md" description: "JP Morgan's Global Markets Intelligence Chief Andrew Tyler stated that despite NVIDIA's strong performance, investors will not blindly chase low-quality or unprofitable companies related to AI. He pointed out that the improvement in market breadth is a positive signal, with about 50% of S&P 500 constituents rising. Tyler believes that if NVIDIA's earnings report leads the market to form more rational AI expectations, it will help the index rise and alleviate bubble concerns" datetime: "2025-11-19T16:42:19.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/266596540.md) - [en](https://longbridge.com/en/news/266596540.md) - [zh-HK](https://longbridge.com/zh-HK/news/266596540.md) --- > 支持的语言: [English](https://longbridge.com/en/news/266596540.md) | [繁體中文](https://longbridge.com/zh-HK/news/266596540.md) # JP Morgan analysts: Do not believe that investors will blindly chase low-quality or unprofitable companies related to the AI theme JP Morgan's Global Markets Intelligence Chief Andrew Tyler pointed out that there are still some positive signals in the market, such as improved market breadth, with about 50% of S&P 500 constituents closing higher on Tuesday. When discussing NVIDIA's earnings report and the AI sector, Tyler stated that even with strong performance, JP Morgan does not "believe investors will blindly chase low-quality or unprofitable companies related to the AI theme." He said, "If NVIDIA's earnings report leads to a more concentrated and rational expectation for AI in the market, that would be positive, helping to drive the index higher while alleviating bubble concerns." ### 相关股票 - [JPMorgan Chase (JPM.US)](https://longbridge.com/zh-CN/quote/JPM.US.md) - [VanEck Semiconductor ETF (SMH.US)](https://longbridge.com/zh-CN/quote/SMH.US.md) - [NVIDIA (NVDA.US)](https://longbridge.com/zh-CN/quote/NVDA.US.md) - [YieldMax NVDA Option Income Strategy ETF (NVDY.US)](https://longbridge.com/zh-CN/quote/NVDY.US.md) ## 相关资讯与研究 - [Nvidia-backed Reflection AI eyes $25 billion valuation, WSJ reports](https://longbridge.com/zh-CN/news/280555794.md) - [Nvidia’s $2 Billion Investment in Marvell: What Kind of Company Is Marvell?](https://longbridge.com/zh-CN/news/281372238.md) - [Insig AI Plans Growth Drive and Eyes Nasdaq Dual Listing](https://longbridge.com/zh-CN/news/281311983.md) - [Meet 'Dobby': The AI agent that could kill the app economy](https://longbridge.com/zh-CN/news/281354277.md) - [Realbotix to Deliver 19 AI Humanoid Robots as It Scales Production](https://longbridge.com/zh-CN/news/281387250.md)