Technology Strategy_ The $26T Question - What to do with Tech in 2025_ Our recommendations
-·2025-01-12 05:33
8 January 2025 Technology Strategy and Quantitative Research 本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用，请勿外传 Technology Strategy: The $26T Question - What to do with Tech in 2025? Our recommendations A.M. (Toni) Sacconaghi, Jr. +1 212 407 5843 sacconaghi@bernsteinsg.com Ann Larson +1 212 756 4235 ann.larson@bernsteinsg.com Daniel Zhu +1 212 969 6072 daniel.zhu@bernsteinsg.com Lavnik Balyan +1 917 344 8563 lavnik.balyan@bernsteinsg.com 2024 was another outstanding year for tech, with outperformance concentrated enti ...