摩根大通：首席投资官调查_半导体、美国硬件_半导体行业专家评论
2025-07-04 01:35
Joshua Meyers - Specialist Sales - US TMT AC (1-617) 310 0767 joshua.meyers@jpmorgan.com J.P. Morgan Securities LLC North America Specialist Sales J P M O R G A N 30 June 2025 Positioning/Themes, CIO Survey/Semis, Chroma ATE Joshua Meyers +1 617 310 0767 joshua.meyers@jpmorgan.com A quiet week going into 4oJ, with most eyes on the passage of the Trump Administration's reconciliation bill, as well as a bit of macro data (US manufacturing ISM Tues morning 10am, the US jobs report Thurs morning 8:30am and US s ...