Morgan Stanley-Mandarin Sound Bites 科技脉动：亚洲科技——好事成双-105947599

MJanuary16,202412:49AMGMTIdeaMandarinSoundBitesAsiaPacificMorganStanleyAsiaLimited++8522239-7357+8523963-1005科技脉动：亚洲科技⸺好事刘端成双研究助理我们对2024年的亚洲科技股票投资布局采取Duan.Liu@morganstanley.com既“防”又“攻”的策略。最近的科技股震荡提供了很好的买入时机，特别是那些基本面有市场分歧的股票。我们在此金榮燦推荐八类主题。股票分析师Shawn.Kim@morganstanley.comMorganStanleyappreciatesyoursupportinthe2024InstitutionalInvestorAll-AsiaResearchTeamSurvey.Requestyourballothere.韩国科技行业AttractiveAsiaPacific行业观点PlayAudioThisaudio/videoreportismadeavailableforconvenienceonlyandisbasedonthereferencedresearchreport(s)TechBytes:GoodThingsComeinPairs(15Jan2024).Intheeventofanydiscrepancybetweenthecontentinthisreportandthereferencedresearchreport(s),thecontentinthereferencedresearchreport(s)willprevail.此音频/视频报告仅供参考之便，并且是基于所引用的研究报告TechBytes:GoodThingsComeinPairs(15Jan2024)。如果本报告的内容与所引用的研究报告有任何不一致之处，以引用的研究报告中的内容为准。MorganStanleydoesandseekstodobusinesswithcompaniescoveredinMorganStanleyResearch.Asaresult,investorsshouldbeawarethatthefirmmayhaveaconflictofinterestthatcouldaffecttheobjectivityofMorganStanleyResearch.InvestorsshouldconsiderMorganStanleyResearchasonlyasinglefactorinmakingtheirinvestmentdecision.Foranalystcertificationandother...