亚洲科技：四季度策略：估值调整、预测修正放缓，坚守优质及价值型科技股-Asia Tech Strategy 4Q26_ Valuations Reset, Revisions Slow...Stick to Quality & Value tech names

13 October 2026 Asia Quant Strategy & Asia Semis & Internet Asia Tech Strategy 4Q26: Valuations Reset, Revisions Slow...Stick to Quality & Value tech names Rupal Agarwal +65 6326 7641 rupal.agarwal@bernsteinsg.com Mark Li +852 2123 2645 mark.li@bernsteinsg.com Robin Zhu +852 2123 2659 robin.zhu@bernsteinsg.com Cheng Zhang, CFA, CQF +852 2123 2636 cheng.zhang@bernsteinsg.com Charles Gou +852 2123 2618 charles.gou@bernsteinsg.com Min-Joo Kang +852 2123 2644 minjoo.kang@bernsteinsg.com Asia tech has had a stro ...