美国硬件 - 半导体行业专家评论 -US Hardware _ Semiconductors Sector Specialist Commentary_ Hardware Semiconductors
2025-08-11 02:58
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 06 August 2025 ALAB, AMD, ANET, GFS, SMCI, SWKS Joshua Meyers +1 617 310 0767 joshua.meyers@jpmorgan.com LAST CALL!! Next Wed Aug 13 Harlan Sur & Samik Chatterjee's host their well-loved, marquee Semis/HW Day in San Francisco. The format: companies present to 30~40 smart investors in an open Q&A format. This is an incredibly unique and revealing e ...