Hardware & Networking_ Our Top 10 Predictions for 2025. Wed Jan 01 2025

J P M O R G A N 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 North America Equity Research 01 January 2025 Hardware & Networking Our Top 10 Predictions for 2025 In keeping with the spirit of a New Year, we thought it would be appropriate to share our top predictions for our coverage universe in Hardware & Networking companies. Happy New Year. 1. Starting with Apple - Expect the stock to surprise through resilience for large part of 2025 in anticipation of the AI cycle - We expect to see continued resilience from the shares ...