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J.P. Morgan China equity strategist Erin Zhang believes strong revenue growth from artificial intelligence-related firms became the main driving force behind the equity market's rise in the first half of 2026. Going forward, she believes as tech startups progressively build up scalability, their swift revenue expansion will eventually translate into substantial gains in equity returns.
J.P. Morgan China equity strategist Erin Zhang believes strong revenue growth from artificial intelligence-related firms became the main driving force behind the equity market's rise in the first half of 2026. Going forward, she believes as tech startups progressively build up scalability, their swift revenue expansion will eventually translate into substantial gains in equity returns.