摩根士丹利：2025 年上半年中国科技板块首席信息官调查-支出削减情况加剧
摩根·2025-05-06 06:31
May 5, 2025 09:00 PM GMT Asia Technology | Asia Pacific M Idea China 1H25 CIO Survey – Spending Cuts Worsen China CIOs' view on near-term spending has fallen to a new low with long-term expectations seeing only marginal improvements. AI is the top priority with adoption accelerating. We offer views on key IT spending trends and stock positioning. M Key Takeaways AlphaWise survey Investment implications Most preferred Morgan Stanley Asia Limited+ Gary Yu Equity Analyst Gary.Yu@morganstanley.com +852 2848-691 ...