摩根士丹利：电信与网络设备-2025 年第二季度CIO调查要点：整体平稳，但存在部分风险

July 9, 2025 11:34 PM GMT Telecom & Networking Equipment | North America 2Q25 CIO Survey Takeaways: Steady, but with Some Risk Our Q2 Macro CIO Survey pointed to a largely stable spend environment from last quarter, echoed in Communications results. Coupled with our VAR results, constructive on networking space, but mindful environment remains uncertain, particularly around tariffs. M Key Takeaways Please note that our CIO Macro survey was fielded 5/7-6/10. Networking spending expectations largely stable vs ...