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 ...

H Hampleton | --- | --- | --- | --- | |---------------------------|-------|-------|-------| | | | | | | | | | | | M&A market report 2H 2024 | | | | | Digital | | | | | Commerce | | | | M&A summary Mid 2024: The perfect data ambiguity After a marked decline in deal volume in 2H2023, our latest data reveals a slight uptick in activity amid ripening market conditions and the re-opening of the IPO window. However, macroeconomic headwinds continue to have an impact, with revenue multiples remaining on their down ...