JPMorgan Asia-Pacific industrials watch: Upgrading Unitree, with an AI power-supply opportunity behind Weichai’s low valuation
JPMorgan raised Unitree Robotics by two notches from underweight to overweight and sees promise in Weichai Power’s data-center power-supply business; Japanese autos, shipping and nuclear power are seeing different changes in demand and costs.
J.P. Morgan ·