Leading tech companies have strong moats to ensure market share

SighingCashier · 2026-04-07T18:58:46+00:00

J.P. Morgan Private Bank's Feng Zhaobang analyzes that recent AI large model stocks have soared in price, but still recommends investors choose large tech companies with AI and cloud businesses, as these companies have strong moats and are less likely to lose market share.

SighingCashier

2026-04-07 18:58:46

Abstract generation in progress

April 8, 2026

Quality technology leaders with strong moats protect market share

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Recently, individual recently listed AI (artificial intelligence) large-model “new semi-old shares” have seen their share prices surge by multiples; however, Feng Zhaobang, Asia head of equities strategy at JPMorgan Chase Private Bank, believes the stock-picking direction for mainland Chinese stocks is still mainly large technology enterprises with AI and cloud computing businesses. He favors large tech leader stocks that have their own ecosystems, because the “moat is very strong” and “it’s not so easy for others to eat their market share.” Feng Zhaobang explains …

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