摩根资产管理：AI热潮料推动美股续涨，下半年宜持有高风险资产

Odaily Odaily Planet Daily reports that asset management arm of JPMorgan Chase is urging investors to continue holding onto stocks and other higher-risk assets through the second half of 2026. The institution states that despite persistent inflation and the Federal Reserve keeping interest rates unchanged, the investment boom in AI and consumer resilience will support the continued expansion of the U.S. economy. There is growing market concern that the significant rally in U.S. stocks this year has made them vulnerable to a correction.

The firm, which manages $4.3 trillion in assets, points out that economic growth momentum is strengthening as companies increase investment in AI infrastructure. Meanwhile, high-income consumers continue to spend, driven by the wealth effect from rising stock and home prices. In its mid-2026 outlook, J.P. Morgan Asset Management noted that bonds are becoming attractive again due to high yields, and that emerging markets are becoming increasingly linked to the Asian chip supply chain. For diversification, the institution recommends investors choose defensive investment targets such as real estate, infrastructure, and transportation, while also guiding investors' attention towards European and Japanese markets. (Jin Shi)