Back

JPMorgan strategist sees AI hardware constraints lasting through 2028

Verifying
  • JPMorgan strategist Zhang Xiaoning assessed China’s AI hardware supply outlook and equity positioning.
  • 2028 marks the minimum duration projected for AI hardware supply constraints.
  • JPMorgan set end-2026 targets of 100 for MSCI China and 5,200 for CSI 300.
The information on this website is generated using AI and we cannot guarantee its accuracy. Please use it as reference information only.