摩根士丹利-科技脈動：亞洲科技好事成雙（英譯中）

Morganstanley科技脈動：亞洲科技?好事Thisaudio/videoreportismadeavailableforconvenienceonlyandisbasedonthetheeventofanydiscrepancybetweenthecontentinthisreportandthereferencedresearchreport(s),thecontentinthereferencedresearchreport(s)willprevail.此音頻/視頻報告僅供參考之便,并且是基于所引用的研究報告TechBytes:GoodThingsComeinPairs(15Jan2024)。如果本不一致之處，以引用的研究報告中的內(nèi)容為準(zhǔn)。IdeaMorganStanleyAsiaLimited+研究助理+8522239-7357Duan.Liu@+8522239-7357股票分析師+8523963-1005Shawn.Kim@+8523963-1005MorganStanleyappreciatesyoursupportinthe2024InstitutionalInvestorAll-AsiaResearchTeamSurvey.Requestyourballothere.AsiaPacificMorganstanleyIdeaMorganstanley2聯(lián)電(2303.TW)MorganStanleyResearch34MorganstanleyIdea.MorganstanleyIdeaCoverageUniverseInvestmentBankingClients(IBC)OtherMaterialInvestmentServicesClients(MISC)StockRatingCategoryOverweight/BuyEqual-weight/HoldNot-Rated/HoldUnderweight/Sell1346166835983,615%ofTotal37%46%0%17%266317061644%ofTotalIBC41%49%0%9%%ofRatingCategory20%19%0%10%6057171224rMISC39%46%0%14%1547rMorganStanleyResearch56MorganstanleyIdeaMorganstanleyIdeaMorganStanleyResearch78MorganstanleyIdeafMorganstanleyIdeafMorganStanleyResearch910MorganstanleyIdeaCompany(Ticker)Rating(AsOf)Price*(01/15/2024)RyanKimAdvancedProcessSystemsCorp(265520.KQ)U(01/12/2023)W22,150DukSanNeoluxCoLtd(213420.KQ)E(01/12/2023)W42,500EcoproBM(247540.KQ)U(03/20/2023)W292,500FaduInc(440110.KQ)E(11/09/2023)W24,450L&FCoLtd(066970.KQ)E(01/02/2024)W189,800LotteEnergyMaterialsCorp(020150.KS)U(01/02/2024)W37,250POSCOFUTUREM(003670.KS)O(06/12/2023)W306,000SKIETechnology(361610.KS)O(01/12/2023)W80,100SolusAdvancedMaterialsCoLtd(336370.KS)U(10/31/2022)W14,230WonikIPSCoLtd(240810.KQ)O(09/07/2020)W32,400ShawnKimLGDisplay(034220.KS)O(01/08/2024)W13,150LGElectronics(066570.KS)O(01/04/2022)W95,100LGInnotek(011070.KS)E(07/19/2021)W220,000SamsungElectro-Mechanics(009150.KS)O(11/09/2022)W147,500SamsungElectronics(005935.KS)O(11/18/2019)W60,100SamsungElectronics(005930.KS)O(11/18/2019)W73,900SamsungSDI(006400.KS)E(10/26/2021)W400,000SamsungSDS(018260.KS)U(01/06/2022)W171,500SeoulSemiconductor(046890.KQ)U(04/04/2018)W10,160SKhynix(000660.KS)O(10/04/2022)W134,100StockRatingsaresubjecttochange.Pleaseseelatestresearchforeachcompany.*Historicalpricesarenotsplitadjusted.Company(Ticker)Rating(AsOf)Price*(01/15/2024)CharlieChanACMResearchInc(ACMR.O)AdvancedMicro-FabricationEquipmentInc(688012.SS)O(03/07/2023)O(11/06/2023)US$21.81Rmb137.29MorganstanleyIdeaAlchipTechnologiesLtd(3661.TW)O(05/14/2021)NT$3,700.00AndesTechnologyCorp(6533.TW)O(08/04/2022)NT$481.00ASETechnologyHoldingCo.Ltd.(3711.TW)O(07/07/2023)NT$125.50JiangsuChangjiangElectronicsTech(600584.SS)E(07/07/2023)Rmb26.13MaxscendMicroelectronicsCoLtd(300782.SZ)U(01/11/2021)Rmb122.06MediaTek(2454.TW)O(09/12/2023)NT$922.00NanyaTechnologyCorp.(2408.TW)U(11/06/2023)NT$71.50PhisonElectronicsCorp(8299.TWO)O(04/11/2023)NT$516.00SilergyCorp.(6415.TW)U(05/20/2021)NT$418.50SMIC(0981.HK)U(02/22/2023)HK$17.06TSMC(2330.TW)O(02/07/2022)NT$586.00O(09/14/2020)NT$50.80UniversalScientificInd.(Shanghai)(601231.SS)O(08/04/2015)Rmb14.26VanguardInternationalSemiconductor(5347.TWO)U(09/21/2022)NT$77.80WillSemiconductorCoLtdShanghai(603501.SS)O(07/07/2023)Rmb93.47WINSemiconductorsCorp(3105.TWO)E(12/04/2023)NT$151.00DaisyDai,CFAEmpyreanTechnologyCoLtd(301269.SZ)O(06/26/2023)Rmb98.49HangzhouSilanMicroelectronicsCo.Ltd.(600460.SS)O(07/07/2023)Rmb21.01ShanghaiAnlogicInfotechCoLtd(688107.SS)E(11/01/2022)Rmb32.46ShanghaiFudanMicroelectronics(1385.HK)E(10/18/2022)HK$12.32SuzhouEverbrightPhotonics(688048.SS)U(11/30/2023)Rmb53.00UnigroupGuoxinMicroelectronicsCoLtd(002049.SZ)U(01/10/2023)Rmb58.92YangjieTechnology(300373.SZ)O(06/10/2022)Rmb36.96ZhejiangTonyElectronicCoLtd(603595.SS)U(09/18/2023)Rmb28.53DanielYen,CFA3Peak(688536.SS)U(11/01/2022)Rmb121.84APMemoryTechnologyCorp(6531.TW)O(09/04/2023)NT$539.00ASMediaTechnologyInc(5269.TW)E(05/30/2023)NT$1,955.00AspeedTechnology(5274.TWO)O(11/08/2023)NT$2,975.00BestechnicShanghaiCoLtd(688608.SS)O(04/23/2021)Rmb137.99ChipseaTechnologiesShenzhenCorp(688595.SS)U(05/15/2023)Rmb37.99EgisTechnologyInc(6462.TWO)U(04/23/2020)NT$148.00EspressifSystems(688018.SS)O(05/15/2023)Rmb97.41GigaDeviceSemiconductorBeijingInc(603986.SS)E(08/14/2023)Rmb76.55MacronixInternationalCoLtd(2337.TW)U(10/19/2021)NT$30.30MontageTechnologyCoLtd(688008.SS)O(11/08/2023)Rmb54.40Novatek(3034.TW)E(02/22/2023)NT$534.00NuvotonTechnologyCorporation(4919.TW)O(07/19/2021)NT$135.00ParadeTechnologiesLtd(4966.TWO)E(07/21/2023)NT$1,155.00RealtekSemiconductor(2379.TW)O(02/22/2023)NT$455.00ShenzhenGoodixTechnologyCoLtd(603160.SS)O(11/09/2023)Rmb62.35SinoWealthElectronic(300327.SZ)O(07/19/2021)Rmb20.65WinbondElectronicsCorp(2344.TW)O(03/02/2023)NT$29.00WPGHoldings(3702.TW)E(11/16/2023)NT$82.40DylanLiuASMPTLtd(0522.HK)O(06/12/2023)HK$73.85ChipbondTechnologyCorp(6147.TWO)E(06/20/2023)NT$73.80FaradayTechnologyCorp(3035.TW)O(04/06/2023)NT$411.50GlobalUnichipCorp(3443.TW)E(10/23/2023)NT$1,760.00KingYuanElectronicsCoLtd(2449.TW)O(03/03/2023)NT$77.70M31TechnologyCorp(6643.TWO)O(06/26/2023)NT$1,265.00VeriSiliconMicroelectronicsShanghai(688521.SS)E(04/06/2023)Rmb43.35MorganStanleyResearch1112MorganstanleyIdeaAdvancedWirelessSemiconductorCo(8086.TWO)O(09/11/2023)NT$116.50ChinaResourcesMicroelectronicsLimited(688396.SS)U(07/08/2022)Rmb41.47EpisilTechnologiesInc(3707.TWO)O(06/05/2023)NT$65.90GlobalWafersCoLtd(6488.TWO)E(02/22/2023)NT$603.00HuaHongSemiconductorLtd(1347.HK)E(11/10/2023)HK$19.14NAURATechnologyGroupCoLtd(002371.SZ)O(11/06/2023)Rmb231.99PowerchipSemiconductorManufacturingCo(6770.TW)U(07/12/2021)NT$28.90RichWaveTechnologyCorp.(4968.TW)E(07/12/2022)NT$169.00SGMicroCorp.(300661.SZ)E(09/27/2022)Rmb71.52ShanghaiAwinicTechnology(688798.SS)U(09/27/2022)Rmb61.59SICCCoLtd(688234.SS)O(09/18/2023)Rmb60.50SiliconMotion(SIMO.O)E(08/12/2021)US$64.22StarPowerSemiconductorLtd(603290.SS)O(03/01/2022)Rmb173.85SuzhouNovosenseMic