摩根士丹利（Morgan Stanley）：全球科技行业洞察报告-风暴将至（英文版）（30页）
MMGlobalTechnologyStorm(y)CloudsontheHorizonIncreasedfocusoncashpreservationamongtechcompaniesislikelytoimpactspendondatacenters.CashconservationisinitiallymorefocusedonOPEXvs.COGS,butwithSaaS/Internetcompaniesupwardof35-40%ofcumulativecloudspend,weseerisktodatacenternamesasgrowth/spendslows.MorganS...
2023-11-07
1.27MB 30 页 999+
