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Asia’s technology stocks began 2026 on a tear, with investors betting their momentum and outperformance against US peers will last through the year.
Strategists at Goldman Sachs Group Inc. are overweight and expect further gains driven partly by surging artificial intelligence-related demand and reasonable valuations. Citigroup Inc. says global long-term investors are accumulating Asia’s tech stocks given their importance in the semiconductor supply chain and the potential for earnings upside.
...
A variety of money managers are investing in Asia tech as they set their portfolios for 2026. George Molina, head of trading at Templeton Global Investments, notes a mix of hedge‑fund, long‑only and passive demand into the cohort, notably in Korea and Hong Kong. In Japan, he sees investors who trimmed AI exposure into year-end adding back. ...
Another major reason behind the bullishness is higher earnings growth potential. Aggregate earnings-per-share for companies part of the equity benchmarks in South Korea and Taiwan — Asia’s two tech-heavy markets — are seen climbing 79% and 36%, respectively, over the next 12 months, according to data compiled by Bloomberg. That’s versus a forecast of 28% growth for Nasdaq firms.
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Asia’s technology stocks began 2026 on a tear, with investors betting their momentum and outperformance against US peers will last through the year.
Strategists at Goldman Sachs Group Inc. are overweight and expect further gains driven partly by surging artificial intelligence-related demand and reasonable valuations. Citigroup Inc. says global long-term investors are accumulating Asia’s tech stocks given their importance in the semiconductor supply chain and the potential for earnings upside.
...
A variety of money managers are investing in Asia tech as they set their portfolios for 2026. George Molina, head of trading at Templeton Global Investments, notes a mix of hedge‑fund, long‑only and passive demand into the cohort, notably in Korea and Hong Kong. In Japan, he sees investors who trimmed AI exposure into year-end adding back. ...
Another major reason behind the bullishness is higher earnings growth potential. Aggregate earnings-per-share for companies part of the equity benchmarks in South Korea and Taiwan — Asia’s two tech-heavy markets — are seen climbing 79% and 36%, respectively, over the next 12 months, according to data compiled by Bloomberg. That’s versus a forecast of 28% growth for Nasdaq firms.
https://t.co/nmhL5kPcx9
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How the gun in my drawer looks at me every time I get liquidated https://t.co/S1Fn1fm6kJ
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How the gun in my drawer looks at me every time I get liquidated https://t.co/S1Fn1fm6kJ
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if you make it in anytime before 10 am eastern you get the full replay from yesterday and today
join here https://t.co/JbJdIbW2p9
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we built so much
today we built a ton of unique things live on stream
you get the full recording plus access to tomorrows stream and full replay
as a bonus if you join tomorrow you get the free moondev api key that powers the hyperliquid data layer
get access here https://t.co/Aw7dcEvv2n
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look at these bars and wicks
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saylor has no chance https://t.co/HjPIWKPgBZ
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look at these bars and wicks
looks like some dead shicoin
nope. its bitcoin
saylor has no chance https://t.co/HjPIWKPgBZ
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hyperliquids data layer allows you to see everyones positions
look at the power of these api calls
and this is how you can get a free api key https://t.co/ugJRPdiHRs
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