大摩：2025年通信及网络设备行业前景向好首选Nutanix(NTNX.US)

智通财经网2025-01-15

摩根士丹利发布通信及网络设备行业研报。大摩指出，2024年第四季度对企业首席信息官的调查结果表明，2025年通信支出环境将有所改善，更广泛的IT预算将更加健康。调查结果显示，通信行业预计将在2025年增长2.9%，高于此前预期。此外，总体IT预算预计将在2025年增长3.7%，同样高于此前预期。网络设备部分在IT预算中将获得优先考虑，预计在2025年将有4%的最大支出增长。在2025年支持性预算的...

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大摩：2025年通信及网络设备行业前景向好 首选Nutanix(NTNX.US)

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大摩：2025年通信及网络设备行业前景向好首选Nutanix(NTNX.US)