[J.P. Morgan Asset Management: AI Sector Still Holds Promising Growth Opportunities] According to a report by Jinse Finance, on June 15, J.P. Morgan Asset Management (China) hosted the '2026 Mid-Term Equity Investment Institutional Exchange Conference.' At the event, Du Meng, the company's Deputy General Manager and Chief Investment Officer, stated that with the PPI turning positive earlier than expected this year and the CPI gradually rising, the profitability of listed companies has begun to recover. The overall profit growth rate of A-shares is expected to reach double digits, significantly enhancing the appeal of Chinese equity assets to global investors, with substantial room for horizontal valuation recovery. In terms of industry opportunities, Du Meng pointed out that the AI sector still offers sustainable and promising growth opportunities. The prosperity of computing power hardware and its performance growth rate are expected to lead the entire market, with a focus on areas such as optical modules, PCBs, liquid cooling, and computing power leasing. The new energy industry, centered around lithium batteries, is at a critical turning point. The overcapacity of the past few years has been largely cleared, and the strategic importance of photovoltaics, wind power, and electric vehicles has significantly increased.