摩根大通2026年10月8日发布的亚洲科技追踪日报，汇总多篇研究与点评。核心内容包括：作者参加新加坡Data Center World Asia会议及投资者路演，认为电力是本年度数据中心行业的关键主题，全球电气设备公司正开发power-to-rack一站式与模块化方案以化解超100GW的电力需求瓶颈，800V架构下混合交/直流方案或延续至2030年代，看好三菱电机（增持）、威胜控股（3393 HK）与特锐德（300001 CH）；对逾50家客户的营销反馈显示，韩中电气设备股大幅回调后买盘回流，但产能过剩、地缘政治与中东订单交付担忧令韩国板块单日下跌约7%，现代电气约17倍前瞻市盈率渐具吸引力。另涵盖：尼得科力争10月取得审计意见，预计FY2026正常化营业利润约2000亿日元；
J.P. Morgan's Asia Technology Tracker daily (8 October 2026) compiles research notes across Asia, the US and Europe. Key takeaways: from Data Center World Asia in Singapore, power is the key theme, with electrical equipment companies developing power-to-rack and modular/containerised solutions to meet >100GW of predicted data center power demand; preferred names include Mitsubishi Electric (OW), Wasion Holdings (3393 HK) and TGOOD Electric (300001 CH). Marketing feedback from 50+ clients shows buying interest returning after the sharp pullback in Korean and Chinese electrical equipment names, despite debates on overcapacity, geopolitics and delivery delays; Hyundai Electric (~17x 1-year forward P/E) offers an emerging entry point. Other notes: Nidec aims to obtain an audit opinion in October and guides normalized FY2026 operating profit of ~¥200bn; Marvell's 2026 Investor Day raised FY28 revenue to ~$20B with a credible path to $35+ EPS by CY30, and the PT was raised to $360 (OW);