US-Tuam Tshoj tensions tuaj yeem 'supercharge' Tuam Tshoj txoj kev tsim kho tshiab: JPMorgan

US-China tensions muaj thawb Beijing kom muaj tus kheej txaus, thiab qhov ntawd tuaj yeem yog qhov zoo rau cov neeg tsim kho tshiab hauv Suav teb, raws li tus kws tshaj lij peev ntawm JPMorgan Asset Management.

"Ib qho ntawm qhov tsis xav tau qhov tshwm sim ntawm qhov kev thawb thiab thawb ntawm Asmeskas thiab Tuam Tshoj yog tias nws nyuam qhuav pom qhov kev txiav txim siab hauv Suav teb los ua tus kheej txaus hauv ntau yam kev lag luam," Alexander Treves hais rau CNBC's "Txoj Kev Kos Npe Asia" rau hnub Thursday.

Nyob rau hauv nruab nrab-1990s, Suav tuam txhab uas muag yog feem ntau loj ua lag luam manufacturers ntawm "cov khoom muag," nws hais ntxiv.

Nws tau hais tias "Tam sim no, koj tau txais cov kws tshaj lij thev naus laus zis tiag tiag," nws hais. "Kuv xav tias qhov kev ntxhov siab ntawm thaj chaw koj tab tom tham txog yuav tsuas yog supercharge qhov ntawd - vim tias Tuam Tshoj yuav tsum tau ua cov khoom no nws tus kheej, thiab lawv yuav txuas ntxiv mus rau qhov kev vam meej hauv cheeb tsam ntawd."

Tuam Tshoj tau nce kev nqis peev rau hauv nws txoj kev lag luam chip hauv zos hauv kev sib tw kom muaj kev vam khom rau tus kheej thaum nws los txog rau kev siv thev naus laus zis tseem ceeb rau ntau yam khoom lag luam - los ntawm lub tsheb hluav taws xob mus rau lub xov tooj ntawm tes. Tab sis nws tseem cia siab rau kev siv tshuab txawv teb chaws.

Treves hais tias cov tub ua lag luam yuav tsum nrhiav cov tuam txhab uas yuav ua tiav txawm tias muaj kev kub ntxhov hauv thaj chaw.

"Geopolitics nyob ntawm no kom nyob, yog li siv rau nws, tsuas yog lees txais qhov ntawd," nws hais rau CNBC.

JPMorgan tau nqis peev hauv Suav cov tuam txhab thev naus laus zis xyoo no, tus kws tshaj lij peev tau hais.

Qee lub tuam txhab muaj "cov qauv ua lag luam ua lag luam hauv ntiaj teb" thiab muaj kev lag luam loj loj, thaum cov nqi ntsuas tau zoo dua li lawv tau ua, nws hais ntxiv.

Tsis tas li ntawd, cov txiaj ntsig tau zoo dua qub vim tias cov tuam txhab siv nyiaj tsawg dua thiab tsis tshua muaj kev sib cav sib ceg - ib feem vim yog cov cai, Treves tau hais.

Nws tau hais tias "Peb tau ntxiv rau Suav tuam txhab lag luam internet xyoo no rau qhov tseeb tias yog vim li cas," nws hais.

Cais, hauv qhov chaw tsheb fais fab hauv Suav teb, Treves tau hais tias JPMorgan nrhiav cov tuam txhab uas muaj tus nqi qis tshaj plaws - feem ntau yog cov neeg tsim roj teeb ntau dua li cov npe tsheb tshwj xeeb.

"Tom qab ntawd koj tsis tas yuav ua thawj koom ruam ntawm lub hom phiaj twg yuav ua tiav, ntawm ... txawm tias ib tus neeg yuav yuav lub npe no lossis hom ntawd," nws hais.

Lwm tus thawj tswj hwm nyiaj txiag, Edmund Harriss, yog tus thawj coj ntawm Neeg Esxias thiab cov kev lag luam tawm tshiab ntawm Guinness Asset Management, kuj zoo siab rau Tuam Tshoj txoj haujlwm EV, CNBC Pro tau tshaj tawm.

Nws tau hu ua ob qhov khoom lag luam los ua si EV boom, thiab hais tias cov tuam txhab hauv kev lag luam tsheb hluav taws xob, lub Hoobkas automation, thiab kev siv hluav taws xob ruaj khov yuav zoo li ua tau zoo dua lawv cov phooj ywg thoob ntiaj teb nyob rau tsib mus rau 20 xyoo tom ntej.

- CNBC's Arjun Kharpal tau pab sau tsab ntawv no.