摩根大通：半导体_2025 年首席投资官调查_结果显示人工智能支出意向持续强劲，支持我们对未来数年人工智能加速计算半导体营收年复合增长率达 30 - 35% 的观点

J P M O R G A N North America Equity Research 27 June 2025 Semiconductors 2025 CIO Survey: Results Suggest Sustained Strong AI Spending Intentions And Supports Our View Of 30-35% Revenue CAGR For AI/Accelerated Compute Semis Over Next Several Years J.P. Morgan's recent CIO Survey (see presentation published this morning here) asked 168 CIOs, who manage ~$123B of annual enterprise IT spending power, their company-specific intentions over the next several years. Key questions asked that were relevant for semi ...