摩根士丹利：软件-北美 -硅谷调研之旅的收获

April 16, 2025 04:01 AM GMT Software | North America Takeaways from our Silicon Valley Bus Tour On our SV Bus tour, the vast majority of companies spoke to seeing no impact from the uncertain macro yet. Key themes included the growing use of AI internally to boost efficiency, while customer facing AI solutions show promising traction, but are still in the early stages of monetization. Still Waiting... Morgan Stanley Team Software spent two days this week meeting with executives from public and private softw ...