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<Research>JPM Lists Top Picks for CN Stocks Benefitting from AI Supercycle (Table)
Recommend
42
Positive
74
Negative
17
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 NewsJefferies Adds BABA-W (09988.HK) TP to $224, Keeps Rating at Buy
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)
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