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15.05.26 - 10:00
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JPM Cuts TME-SW EPS Forecasts by About 3%, Lowers TP to HKD40 (AAStocks)
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JPMorgan issued a research report lowering TME-SW (01698.HK)'s earnings forecasts for 2026 and 2027 by about 3% to reflect a slowdown in paid conversion among price-sensitive user groups, while premium SVIP and non-subscription IP or offline businesses remain resilient.JPM said TME-SW's 1Q results confirmed pessimistic expectati......
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14.05.26 - 17:48
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AI Investment Drives Market Resilience Despite Headwinds (Bloomberg)
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Stephanie Aliaga, JPMorgan Asset Management Global Market Strategist, discusses the dominant influence of AI-related capital expenditures on the current market dynamics. Despite challenges such as rising oil prices, higher interest rates, and a sluggish economy, the AI sector is propelling earnings growth and investor focus. Aliaga highlights that 2026 is poised to be a landmark year for agentic AI, underscoring the technology's pivotal role in sustaining market momentum amid broader economic uncertainties. (Source: Bloomberg)...
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