全球科技动态——技术现状、半导体强度对比与软件重置及创意生成-HOLT TMT _Global Tech Update – State of Tech, Semi Strength vs Software..._

Global Research HOLT TMT Global Tech Update – State of Tech, Semi Strength vs Software Reset, & Idea Generation Tech Sector fundamentals remain strong; valuation is high (but not extreme) vs. history Software vs. Semiconductors – Making sense of the disparity in performance and identifying opportunities for 2026 Topical idea generation screens tailored for the current market environment Equities ab 15 January 2026 Jonathan Carson HOLT Sector Specialist jonathan.carson@ubs.com +1-212-882 5659 This report has ...