亚洲科技硬件 2026 展望：AI 驱动增长，但风险要求精选标的-Asia Tech Hardware 2026 Outlook_ AI drives growth, but risks demand selectivity
2026-01-08 10:425 January 2026 Asia Tech Hardware Asia Tech Hardware 2026 Outlook: AI drives growth, but risks demand selectivity Alex Wang, CFA +852 2123 2613 alex.wang@bernsteinsg.com Shirley Yang, CFA +852 2123 2660 shirley.yang@bernsteinsg.com Ethan Xu +852 2123 2634 ethan.xu@bernsteinsg.com AI remains the key theme to play in 2026, though sentiment will stay volatile as new targets and bottlenecks emerge. We expect GPU AI server shipment to grow at a 31% CAGR in 2025-27E, driving the total server market to reach c. US ...