中国科技通信 - 2026 年展望：把握计算、网络、边缘与智能体领域的 AI 机遇-China Technology Communications 2026 Outlook Embrace AI Opportunities in Computing Networking Edges and Agents

Vi e w p o i n t | 19 Jan 2026 23:28:49 ET │ 54 pages China Technology & Communications 2026 Outlook: Embrace AI Opportunities in Computing, Networking, Edges and Agents CITI'S TAKE We are positive to HK/China tech despite three years of outperformance (vs. MSCI China) but are aware of high expectations and macro/sector risks ahead. Valuation had re-rated exiting 2025; we prefer H shares to A shares among tech and communication names. In 2026, we continue to embrace AI opportunities across computing, networ ...