乐鑫科技-2026 年中国峰会反馈

What we learned from the company: We remain OW on Espressif: Despite weak end-market demand, we believe Espressif is less affected, given its overseas exposure and because we expect the company to capture emerging edge AI opportunities. Espressif Systems | Asia Pacific China Summit 2026 Feedback March 31, 2026 01:31 PM GMT | M March 31, 2026 01:31 PM GMT | Morgan Stanley Taiwan Limited+ | Update | | --- | --- | --- | | Espressif Systems Asia Pacific | Daniel Yen, CFA | | | | Equity Analyst | | | China Summi ...