摩根士丹利：中国首席信息官 2025 年上半年调查_关税使情况雪上加霜，人工智能是唯一亮点
摩根·2025-05-09 05:02
May 5, 2025 09:00 PM GMT China IT Services and Software | Asia Pacific China CIO 1H25 Survey: Tariffs make "worst" even worse; AI is sole bright spot M We believe the bottom is yet to come for China's software industry. We reiterate our Cautious industry view and do not expect downcycle to turn around until a year after deflation ends (late cycle). Key Takeaways Enterprise confidence struggling to recover. We note our AlphaWise 1H25 China CIO survey was conducted during March 24th – April 7th, six months af ...