J P M O R G A N 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 North America Equity Research 01 January 2025 Hardware & Networking Our Top 10 Predictions for 2025 In keeping with the spirit of a New Year, we thought it would be appropriate to share our top predictions for our coverage universe in Hardware & Networking companies. Happy New Year. 1. Starting with Apple - Expect the stock to surprise through resilience for large part of 2025 in anticipation of the AI cycle - We expect to see continued resilience from the shares ...

North America Equity Research 23 December 2024 Within we highlight data center interconnect, transport, optical, and fiber-to-thehome commentary from Hardware & Networking companies and other vendors during the most recent earnings cycle as well as the recent J.P. Morgan Hardware, Networking & Semis Bus Tour hosted by J.P. Morgan Hardware and Networking Analyst Samik Chatterjee. Telecom Services, Cable & Satellite Sebastiano C Petti AC (1-212) 622-8529 sebastiano.c.petti@jpmorgan.com Jerome Darling (1-212) ...

Latest NewsXi stresses adherence to "one country, two systems" as Macao SAR celebrates silver jubileeLast Updated: 2024-12-21 09:11 |XinhuaSavePrintE-mailMACAO, Dec. 20 (Xinhua) -- Chinese President Xi Jinping stressed on Friday the long-term adherence to "one country, two systems" as Macao celebrates a quarter-century of transformative success since its return to the motherland.At a televised ceremony held in a major sports venue in Macao, Xi swore in Sam Hou Fai, a 62-year-old former senior judge, as the ...

证券时报网讯，摩根士丹利将Palo Alto Networks的目标价格从446美元调整至223美元，维持增持评级。 据FactSet数据，Palo Alto Networks的平均评级为"增持"，平均目标价为419.49美元。 此次下调与其他分析师的预测形成对比，例如Wolfe Research将目标价上调至440美元，维持"跑赢大 盘"评级；Argus Research将目标价上调至443美元，维持"买入"评级。 而汇丰银行则下调评级至"减持"，目标价为291美元。 CrowdStrike和Palo Alto Networks的折扣增加了网络安全定价的压力，这可能是导致机构下调其目标价 的原因之一。 校对：王蔚 ...

Latest NewsTimeline: Political turmoil in South Korea over past two weeksLast Updated: 2024-12-15 08:15 |XinhuaSavePrintE-mailBEIJING, Dec. 14 (Xinhua) -- South Korea's parliament on Saturday passed an impeachment motion against President Yoon Suk-yeol with 204 votes in favor, reaching the two-thirds threshold required for the impeachment.The following is what has happened over the past two weeks of political turmoil in South Korea.-- On Dec. 3, President Yoon Suk-yeol declared an emergency martial law, say ...

* Despite early skepticism, Macao has disappointed naysayers, emerging as a model for the success of the "one country, two systems" policy. * Macao's success is attributed to its strong relationship with central authorities, efficient political system, rapid economic growth, significant improvements in living standards, and the harmonious coexistence of diverse ethnic groups. * The "one country, two systems" policy is an ongoing experiment that continues to evolve. by Xinhua writers Wang Aihua and Xu Lingui ...

Latest NewsChina to upgrade 5G to 5G-A networkLast Updated: 2024-11-24 08:39 |XinhuaSavePrintEmailBEIJING, Nov. 23 (Xinhua) -- China has unveiled draft guidelines for the country's data infrastructure construction, including upgrading its 5G network to 5G-A-standard and promoting 6G-related research, development and innovation.China will balance the deployment of international communication gateways across its eastern, central and western regions, and expand international submarine and land cable informatio ...

J P M O R G A N Table 1: US economic forecasts North America Economic Research 19 November 2024 2025 US Economic Outlook: Yes, there are two paths • The election has sparked dueling boom-bust narratives on the path ahead • There are now upside risks to growth from deregulation and tax cutting and downside risks from tariffs and general policy uncertainty • But one shouldn't lose sight of the business cycle, which has been performing well • We look for only a mild downshift in growth in 2025 to 2%, with a sm ...

Optical Networking Call Series: Accelink: Optical transceiver supply lagging vs. demand; competition dynamics a key to watch 14 November 2024 | 10:16AM CST We hosted Accelink (Not Covered) management on Nov 13th as part of our GS Optical Networking Call Series. Accelink is a major transceiver maker that focuses on China's domestic market. Our key takeaways from the call include: 1) EML supplies will continue to be tight into 2025; 2) China transceiver market is seeing strong demand but primarily in 400G pro ...

Latest NewsOne county, two countries -- Wisconsin's "super swing county" in observer's eyesLast Updated: 2024-11-02 08:57 |XinhuaSavePrintE-mailWith less than a week from the election on Nov. 5, both Trump and Harris are campaigning across various key swing states, making a final push. On Wednesday, both candidates visited Wisconsin, highlighting the importance they place on the state.by Xiong Maoling, Hu YousongWASHINGTON, Nov. 1 (Xinhua) -- With the election just days away, campaign signs for both Democra ...