JPMorgan's 2026 US Stock Picks Unveiled: Crypto Completely Abandoned, AI's Seven Giants in the Shadows.

Seeing this list of 47 recommended US stocks,
The first thing I focus on every night is: who didn't make the list?

1. No crypto stocks at all

Coinbase, MicroStrategy, Bitmine, and miner stocks are all absent.

2. Only Google among the Tech Giants

Nvidia, Tesla, Meta, Apple, Microsoft, Amazon are all missing.

Now let's go back to the list,

What did they choose?

Take your time to look at the 47 stocks,
I've selected six US stock sectors worth paying attention to:

1. AI Infrastructure but avoiding the leaders:
Broadcom, KLA, Synopsys, Arista — these are selling shovels, not mining.

2. Power as a hidden theme:
GE Vernova with a target price of $1,000, betting on grid upgrades behind AI computing power.

3. Financial stocks making a comeback:
Citigroup, Schwab, LendingClub.

4. Consumer stocks still good:
Carvana $490, Starbucks, Disney, DraftKings.

5. Cyclical stocks daring to take:
Caterpillar $730, Boeing, ExxonMobil.

Among this list, the stocks with the most aggressive target prices from JPM are:
AutoZone $4,100, KLA $1,485, the weight-loss drug leader Eli Lilly $1,150, GE Vernova $1,000.

My summary of Morgan Stanley's 2026 strategy in one sentence:

Avoid stocks that have risen too much, steer clear of too volatile ones, and wait for opportunities in second-tier sectors. ##美股