摩根士丹利：美国科技-2025 年第一季度北美CIO调查-预算增长预期方向的转变
摩根·2025-04-09 05:12
April 8, 2025 06:01 AM GMT US Tech | North America 1Q25 CIO Survey – Changing the Directionality of Budget Growth Expectations M Bifurcated survey results suggest macro volatility weighing on CIO's near-term IT spending growth expectations, while confidence in core Secular growth drivers (AI/ML) and medium- term IT spending drivers remains intact. Importantly, AI reaffirms positioning among the 'Most Defensible' budget areas. Segmented Results Reflect Bifurcation in Near-Term Indicators; Durability in Mediu ...