---
title: "《大行》大摩列出亚太区「高度确信机会」主题焦点 (表)"
description: "摩根士丹利发布亚太区市场策略报告，列出「高度确信机会」主题焦点，包括台积电、腾讯、三星电子、宁德时代等多家公司。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/277143545.md"
published_at: "2026-02-27T04:51:23.000Z"
---

# 《大行》大摩列出亚太区「高度确信机会」主题焦点 (表)

> 摩根士丹利发布亚太区市场策略报告，列出「高度确信机会」主题焦点，包括台积电、腾讯、三星电子、宁德时代等多家公司。

摩根士丹利发表亚太区市场策略报告，列出亚太区「高度确信机会」主题焦点 (Thematic Focus List – High Conviction Opportunities)：

股份：

台积电 (2330.TW)

腾讯 (00700.HK)

三星电子 (005930.KS)

宁德时代 (300750.SZ)

信实工业 (RELI.NS)

Sony(6758.JP)

友邦保险 (01299.HK)

台达电子 (2308.TW)

北方华创 (002371.SZ)

富士通 (6702.JP)

药明康德 (02359.HK)

藤仓 (5803.JP)

Goodman(GMG.AX)

Hanwha Aerospace(012450.KS)

汇川技术 (300124.SZ)

中国平安 (02318.HK)

Grab 控股 (GRAB.O)

NEXON(3659.JP)

Kakao(035720.KS)

大成建设 (1801.JP)

Apollo Hospitals(APLH.NS)

HD Hyundai Electric(267260.KS)

Lynas Rare Earths(LYC.AX)

双日 (2768.JP)

GemLife Communities Group (GLF.AX)

### Related Stocks

- [TSMX.US - 2 倍做多台积电 ETF - Direxion](https://longbridge.com/zh-CN/quote/TSMX.US.md)
- [300750.CN - 宁德时代](https://longbridge.com/zh-CN/quote/300750.CN.md)
- [TCTZF.US - 腾讯控股(ADS)](https://longbridge.com/zh-CN/quote/TCTZF.US.md)
- [TCEHY.US - 腾讯控股(ADR)](https://longbridge.com/zh-CN/quote/TCEHY.US.md)
- [TSM.US - 台积电](https://longbridge.com/zh-CN/quote/TSM.US.md)
- [SOXL.US - 半导体 3 倍做多 - Direxion](https://longbridge.com/zh-CN/quote/SOXL.US.md)
- [512480.CN - 国联安半导体ETF](https://longbridge.com/zh-CN/quote/512480.CN.md)
- [03750.HK - 宁德时代](https://longbridge.com/zh-CN/quote/03750.HK.md)
- [SMH.US - 半导体 ETF - VanEck Vectors](https://longbridge.com/zh-CN/quote/SMH.US.md)
- [588170.CN - 华夏上证科创板半导体材料设备主题ETF](https://longbridge.com/zh-CN/quote/588170.CN.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| Preferential US chip tariffs will not change, Taiwan says | Taiwan's Vice Premier Cheng Li-chiun announced that the preferential tariff treatment for Taiwan's semiconductor exports | [Link](https://longbridge.com/zh-CN/news/276667681.md) |
| Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Parametrica Management Ltd's 5th Largest Position | Parametrica Management Ltd increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by 51.5% in Q3,  | [Link](https://longbridge.com/zh-CN/news/277040105.md) |
| EXCLUSIVE-ASML says next-gen EUV tools ready to mass-produce chips, marking key shift for AI chip production | ASML Holding has announced that its next-generation High-NA EUV machines are ready for high-volume chip production, mark | [Link](https://longbridge.com/zh-CN/news/277104224.md) |
| ROHM licenses TSMC’s GaN processs technology for Hamamatsu fab | ROHM Semiconductor has licensed TSMC’s GaN process technology for its Hamamatsu fab, aiming to enhance its production ca | [Link](https://longbridge.com/zh-CN/news/277174543.md) |
| Samsung Releases New Flagship Phones With Focus on Easy-to-Use AI | Samsung Electronics has unveiled its new flagship Galaxy S26 smartphones, emphasizing user-friendly AI features that ope | [Link](https://longbridge.com/zh-CN/news/276925228.md) |

---

> **免责声明**：本文内容仅供参考，不构成任何投资建议。