JPMorgan's latest research reveals that despite AI trading entering its second half, Asian tech stocks still have 15-20% upside potential by year-end. The semiconductor upcycle retains 20-25% EPS revision potential, with grinding gains expected to continue through mid-2026. The report provides detailed analysis of core AI enabler investment opportunities and clear recommendations for key targets including TSMC, SK Hynix, and Quanta. Power supply and ODM constraints emerge as critical bottlenecks, while 2027 outlook depends on enterprise AI adoption.
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