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<Research>JPM Lists Top Picks for CN Stocks Benefitting from AI Supercycle (Table)
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JPMorgan released its 2026 outlook report for Hong Kong stocks, listing its top picks among Chinese companies to benefit from the AI supercycle.

Cloud Service Providers (CSPs):
BABA-W (09988.HK)
TENCENT (00700.HK)

Related NewsHSBC Research Expects BABA-W (09988.HK) AI Demand to Remain Strong, More Confident in Mid- to Long-term Cloud Biz Growth Outlook
Artificial Intelligence Data Centers (AIDCs):
ZHONGJI INNOLIGHT (300308.SZ)
HUAQIN TECHNOLOGY (603296.SH)
AMEC (688012.SH)
NAURA (002371.SZ)

Electrification and Battery Materials:
CATL (300750.SZ)
EVE ENERGY (300014.SZ)
SUNGROW POWER (300274.SZ)
SIEYUAN ELEC (002028.SZ)
TIANQI LITHIUM (09696.HK)
GANFENG LITHIUM (002460.SZ)
AAStocks Financial News
  • Remark
  • (1) HK Indices are real time
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