Morgan Asset Management: The AI boom is expected to drive continued gains in the US stock market, making it advisable to hold high-risk assets in the second half of the year Odaily Planet Daily News: JPMorgan's asset management department is urging investors to continue holding stocks and other high-risk assets in the second half of 2026. The institution stated that despite sustained inflation and the Federal Reserve keeping interest rates unchanged, the AI investment boom and consumer resilience will support the continued expansion of the US economy. The market is increasingly concerned that the significant rise in the US stock market this year makes it vulnerable to the risk of a pullback. This institution, which manages $4.3 trillion in assets, points out that as companies increase their investment in AI infrastructure, economic growth momentum is strengthening. At the same time, driven by the wealth effect brought about by the rise in stock prices and housing prices, high-income consumers are still continuing to consume. Morgan Asset Management stated in its outlook for mid-2026 that due to high yields, bonds have once again become attractive, and the connection between emerging markets and the Asian chip supply chain is becoming increasingly close. To achieve diversified investment, the institution recommends investors to choose defensive investment targets such as real estate, infrastructure, and transportation, while also guiding investors to focus on the European and Japanese markets. (Golden Ten)