Hong Kong – Asia’s technology stocks began 2026 on a tear, with investors betting their momentum and outperformance against US peers will last through the year.

Strategists at Goldman Sachs Group are overweight on the sector and expect further gains driven partly by surging demand related to artificial intelligence (AI) and reasonable valuations. Citigroup says global long-term investors are accumulating Asia’s tech stocks given their importance in the semiconductor supply chain and the potential for earnings upside.