IT 硬件：2026 年 TMT 大会回顾-机遇众多-IT Hardware-2026 TMT Conference Recap Opportunities Aplenty
2026-03-07 04:20
March 5, 2026 11:11 AM GMT IT Hardware | North America 2026 TMT Conference Recap: Opportunities Aplenty We walk away from the 2026 TMT Conference focused on 4 key themes: (1) confidence in the AI capex ramp; (2) concerns around the impact of memory prices; (3) a focus on recent stock dislocations; and (4) enhancing spending efficiency via AI initiatives. OW-rated STX/WDC stood out most positive to us. M Key Takeaways We see OW and UW opportunities across our coverage post TMT 2026. We hosted fireside chats ...