JPMorgan Chase: AI stocks may drive profit growth in Asia in 2027

JPMorgan analysts stated that AI stocks are expected to drive a 70% profit growth in Asia by 2027. Analysts noted that Asia's AI exposure is primarily concentrated in the hardware sector, with supply constraints likely to persist until 2028, giving related companies significant pricing power.

JPMorgan expects that by 2028, the net profit of the AI ecosystem will exceed $1 trillion, with free cash flow reaching $700 billion.