全球科技-英伟达、半导体资本支出、设备、存储Global Technology_ Global Technology Webcast - NVDA, Semiconductor Capex, Equipment, Memory

Global Technology February 24, 2026 10:16 AM GMT M Global Foundation Global Technology Webcast - NVDA, Semiconductor Capex, Equipment, Memory Join technology analysts Shawn Kim, Mason Wayne, Shane Brett, Suzune Tamura, and Nigel van Putten to discuss Nvidia set-up into results, recent developments in global semiconductor capex, equipment, memory industries and global technology stock ideas. Morgan Stanley & Co. International plc+ | Shawn Kim | | | --- | --- | | Equity Analyst | | | Shawn.Kim@morganstanley.c ...