These global and U.S. stocks are set to soar further after a strong first half, analysts say

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CNBC Pro screened for stocks that are loved by analysts and expected to continue to outperform, with major upside potential.

U.S. and global stocks rallied in the first half of this year, but with sticky inflation, continued Fed rate hikes, and the possibility of a recession on the horizon, the outlook for the rest of 2023 looks uncertain. The S & P 500 soared by 15.9% in the first six months of the year — its best first half since 2019. The MSCI World Index , meanwhile, was up over 12%.

Pro screened for U.S. and global stocks that are among the top performers over the year to date -- up over 15% — with an average analyst price target that implies upside of at least 30% over the next 12 months. All of the stocks have a buy rating from at least 60% of analysts covering them. EV makers BYD and Stellantis both made the list, gaining over 20% each in the first half. They are also well-loved by analysts, with a more-than 70% buy rating and over 30% potential upside.

Pro's screen, with 32% potential upside and a 74% buy rating. Morgan Stanley was bullish on the Chinese Internet services giant in a June note, calling it the best AI play in China and the "most obvious beneficiary" of the $7.4 trillion AI opportunity in country. Super Hi International Holding was the top performer on the screen, with a 52.7% gain in the first half, and the only stock with a 100% buy rating.

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