网络与电信设备：2026 年展望 -对 AI 支出更谨慎-Networking and Telecom Equipment_ Year Ahead 2026_ getting more critical on AI spending; downgrading Ciena to Neutral

Accessible version Networking and Telecom Equipment Year Ahead 2026: getting more critical on AI spending; downgrading Ciena to Neutral Rating Change Bullish on AI Deployments in the Long Run The promise and perils of AI have become perhaps the hottest topics of our generation. Indeed, AI is not a passing trend; it's a disruption that represents a structural shift in how businesses and consumers operate, creating a durable demand cycle for compute, storage, and networking infrastructure. Beyond today's gene ...