--- title: "Morgan Stanley lists the theme focus of \"High Conviction Opportunities\" in the Asia-Pacific region (Table)" description: "Morgan Stanley released a market strategy report for the Asia-Pacific region, listing the focus of the \"high conviction opportunities\" theme, including Taiwan Semiconductor, Tencent, Samsung Electroni" type: "news" locale: "en" url: "https://longbridge.com/en/news/277143545.md" published_at: "2026-02-27T04:51:23.000Z" --- # Morgan Stanley lists the theme focus of "High Conviction Opportunities" in the Asia-Pacific region (Table) > Morgan Stanley released a market strategy report for the Asia-Pacific region, listing the focus of the "high conviction opportunities" theme, including Taiwan Semiconductor, Tencent, Samsung Electronics, CATL, and several other companies Morgan Stanley released a market strategy report for the Asia-Pacific region, listing the thematic focus list for "High Conviction Opportunities": Stocks: Taiwan Semiconductor (2330.TW) Tencent (00700.HK) Samsung Electronics (005930.KS) CATL (300750.SZ) Reliance Industries (RELI.NS) Sony (6758.JP) AIA Group (01299.HK) Delta Electronics (2308.TW) North Huachuang (002371.SZ) Fujitsu (6702.JP) WuXi AppTec (02359.HK) Fujikura (5803.JP) Goodman (GMG.AX) Hanwha Aerospace (012450.KS) Inovance Technology (300124.SZ) Ping An Insurance (02318.HK) Grab Holdings (GRAB.O) NEXON (3659.JP) Kakao (035720.KS) Taisei Corporation (1801.JP) Apollo Hospitals (APLH.NS) HD Hyundai Electric (267260.KS) Lynas Rare Earths (LYC.AX) Sojitz Corporation (2768.JP) GemLife Communities Group (GLF.AX) ### Related Stocks - [TSMX.US - Direxion Daily TSM Bull 2X Shares](https://longbridge.com/en/quote/TSMX.US.md) - [300750.CN - CATL](https://longbridge.com/en/quote/300750.CN.md) - [TCTZF.US - Tencent Holdings Limited](https://longbridge.com/en/quote/TCTZF.US.md) - [TCEHY.US - Tencent](https://longbridge.com/en/quote/TCEHY.US.md) - [TSM.US - Taiwan Semiconductor](https://longbridge.com/en/quote/TSM.US.md) - [SOXL.US - Direxion Semicon Bull 3X](https://longbridge.com/en/quote/SOXL.US.md) - [512480.CN - GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF](https://longbridge.com/en/quote/512480.CN.md) - [03750.HK - CATL](https://longbridge.com/en/quote/03750.HK.md) - [SMH.US - VanEck Semiconductor ETF](https://longbridge.com/en/quote/SMH.US.md) - [588170.CN - ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF](https://longbridge.com/en/quote/588170.CN.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Perplexity 深度整合至三星手機 一鍵啟動 AI 助手 首獲系統層級存取權限 | AI 初創企業 Perplexity 與三星 Galaxy S26 手機達成深度合作，用户可通過「Hey Plex」或長按側面按鈕啟動助手。Perplexity 應用預裝於 S26 手機，首次獲得系統層級存取權限，能讀取及寫入三星原生應用。 | [Link](https://longbridge.com/en/news/277135277.md) | | 台積電是 Parametrica Management Ltd 的第五大持倉 | Parametrica Management Ltd 在第三季度將其在台積電（TSM）的持股增加了 51.5%，使其成為該公司的第五大持倉。該機構投資者目前持有 14,700 股，價值 410 萬美元。其他對沖基金也調整了在 TSM 的持倉 | [Link](https://longbridge.com/en/news/277040105.md) | | 英偉達業績遠高預期 指引炸裂盤後橫行 | 英偉達公佈 2026 財年第四財季業績，營收 681.27 億美元，同比增長 73%，超出市場預期。數據中心業務貢獻超九成營收，非 GAAP 毛利率升至 75.2%。公司展望下一財季，營收指引為 780 億美元，環比增長 14.5%，高於分 | [Link](https://longbridge.com/en/news/276987566.md) | | Sandisk 與 SK 海力士合作 啟動「HBF 標準化」相關 ETF 急升 14% | Sandisk 與 SK 海力士於 25 日聯合啟動「HBF 規格標準化聯盟」，發布面向 AI 推理時代的 HBF（High Bandwidth Flash）儲存技術標準化戰略。預計到 2030 年，HBF 相關內存解決方案需求將全面擴張。 | [Link](https://longbridge.com/en/news/277005950.md) | | 元寶 AI 除夕夜辱罵用户，官方道歉：系模型處理多輪對話時異常輸出導致 | 騰訊元寶 App 因 AI 在除夕夜生成拜年圖片時輸出辱罵性內容而引發關注。用户在多次生成指令中遭遇 AI 無故辱罵，官方對此表示歉意，稱是模型處理多輪對話時的異常輸出，並已進行校正和優化。這並非首次出現類似情況，早前也有用户反饋遭遇侮辱性 | [Link](https://longbridge.com/en/news/276877545.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.