消费_工业电子及精密行业美国投资者来访反馈
美国银行·2024-10-01 12:42
Asia Pacific Equity Research 24 September 2024 J P M O R G A N Consumer / Industrial Electronics and Precision Sector US investor visit feedback 2025 Extel - Institutional Investor All-Japan Equity Research Survey We visited North American institutional investors from September 16 to September 20. Compared with our past two visits (October 2023 and April 2024), we felt interest in the Japanese electronics sector was fairly settled amid concerns about the adjustment in semiconductor-related stocks and the ri ...