The largest US Bank, JPMorgan Chase, is said to say that a regional stock sector can rise no less than 20% before the end of the year.
In a new Bloomberg report, JPMorgan Chase out Asian technological shares can yield between 15% and 20% profit in the rest of 2025, largely due to artificial intelligence (AI).
Say jpmorgan chase -analysts,
“AI will continue to lead this Upcycle on the growth in Datacenter Capex (capital expenditure) in 2025 and more confidence in the growth of 2026. We do not recommend a meaningful rotation away from AI shares in the coming three months.”
A metric that indicates a significant AI question in the region is the Bloomberg Asia Pacific Semiconductors Index, a measure of semiconductor companies in the Asia -Pacific region, which has risen by more than 12% this year. The semiconductor index performed better than the MSCI AC Asia Pacific index from Bloomberg, an Asian Equity meter meter.
The analysts of JPMorgan predict that shares of the largest chip makers in the region, Taiwan Semiconductor Manufacturing CO., SK Hynix Inc., Advantest Corp and Delta Electronics Inc., will continue to increase for at least the next 12 months and the business profit will continue to revise.
In the meantime, JPMorgan analysts Bearish are leaning in non-AIs shares, including manufacturers of personal computers, smartphones and consumer devices, predicting these companies can see further downward profit revisions because of the fading impact of the Chinese consumption subsidies.
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