IT 硬件领域 - 我们如何看待企业硬件存储业务的业绩及未来-IT Hardware-How We're Thinking About Enterprise HardwareStorage into Earnings and Beyond
2025-08-22 02:33
August 21, 2025 04:00 AM GMT IT Hardware | North America How We're Thinking About Enterprise Hardware/Storage into Earnings and Beyond July Q results for enterprise HW should modestly outperform expectations. AI spend is robust in compute/networking, PCs were solid in 2Q but decelerating in 2H, and storage is likely to show 2Q strength, though questions remain LT (DC modernization?). Upgrade HPE to OW; favor HPE/DELL into earnings. Key Takeaways With this report, Erik Woodring is assuming research coverage ...