亚洲互联网2026 前瞻_核心稳健，边缘动态；人工智能实际应用之年-Year Ahead 2026_ Stable Core, Dynamic Edge; Year of Real AI Adoption

Accessible version Internet - Asia Pacific Year Ahead 2026: Stable Core, Dynamic Edge; Year of Real AI Adoption Price Objective Change YA2026: Stable fundamentals & reasonable valuations Fundamentals of Asia internet names remain steady going into 2026 given stable competition (barring a few pockets), improving regulatory clarity, focus on balancing revenue growth with profitability and investor concerns on unrestricted cash-burn going down. We remain positive on travel (resilient spends), gaming (AI driven ...