投资者-全球科技 2026 年展望：上下半场的分化故事0Investor Presentation-Global Technology 2026 Outlook – A Tale of Two Halves

March 13, 2026 02:47 PM GMT Investor Presentation | Asia Pacific M Foundation Global Technology 2026 Outlook – A Tale of Two Halves Morgan Stanley & Co. International plc, Seoul Branch+ Ryan Kim Equity Analyst Ryan.G.Kim@morganstanley.com +82 2 399-4939 Morgan Stanley Asia Limited+ | Global Tech Views | Neutral | | --- | --- | | S.Korea Technology | | | US Semiconductor | | | Japan SPE | | | Greater China Semiconductor | | | US Telecom/Networking Equipment | | | Greater China Hardware | | | European Semicon ...