本报告为摩根大通《亚洲科技追踪》（2026年10月14日），汇总亚太多国及美欧科技板块最新公司纪要与业绩前瞻。核心内容包括：与Accton管理层会面后，短期下调其2026年EPS预测5%，以反映AWS T3转换及存储成本上涨带来的利润率压力，但上调2027/2028年EPS各1%/3%，看好液冷AWS T3模组与1.6T交换机双轮驱动，认为利润率担忧过度，维持增持，2027年6月目标价NT$3,700；韩国电气设备3Q26业绩或因汇率与订单交付延迟而不及预期，但板块近月已回调约20%，利空基本反映，看好现代电气、晓星重工等高压设备标的；三菱电机能源领域会议看好DC800V与能源解决方案驱动的跨部门增长；索尼影视管理层对中期前景态度乐观；Enovix维持减持；美国下游铝业3Q金属定价或超预期，但废铝价差构成风险；
This is J.P. Morgan's "Asia Technology Tracker" dated October 14, 2026, compiling the latest management meetings and earnings previews across Asia tech companies plus US/Europe. Following a meeting with Accton's management, near-term 2026 EPS is trimmed by 5% to reflect the AWS T3 transition in 4Q26 and margin headwinds from rising memory costs, while 2027/2028 EPS forecasts are raised by 1%/3% to reflect the dual upside drivers from liquid-cooled AWS T3 modules and 1.6T switches; the stock's underperformance on margin dilution concerns is viewed as overdone, and the note stays Overweight with a Jun-27 PT of NT$3,700. For Korea electrical equipment, 3Q26 results may miss consensus by ~10% on FX headwinds and order-delivery delays, but the sharp ~20% sector pullback likely prices in the negatives, creating an attractive entry point for HV equipment names like Hyundai Electric and Hyosung Heavy. Other notes cover Mitsubishi Electric's energy domain meeting (DC800V and energy solutions),