海外研报
筛选
First Take: AMD, ANET, MSFT
Company posted a strong 3Q - backed by record Data Center revenues ($2.8b v, cons $2.75b) and strength in Clien($1.5b v, cons $1.43b). Positioning here was light, as it remains of the most controversial names in semis; after thepain of the past two
海外研报
2024年07月31日
