Vi e w p o i n t | 28 Sep 2026 00:23:34 ET │ 12 pages China Technology & Communications 3Q26 Asia Marketing Feedback CITI'S TAKE We met with HK/SG investors in the past two weeks. Investors' interest focused on 1) any names with narrative change, 2) AI optics update (pluggables, CPO/NPO) and oversupply as well as FCC risks, 3) PCB supply chain landscape and spec upgrade trends (mSAP, PTFE) and 4) 3Q26 results expectation. Interest in consumer electronics and software remains limited. Preferred stocks are WU ...