Read-across from Arista‘s2Q26 Results-20260805
摩根士丹利·2026-08-05 20:18
August 5, 2026 11:17 AM GMT Accton Technology Corporation | Asia Pacific M Update Read-across from Arista's 2Q26 Results We see positive implications for Accton from Arista's comments on the ongoing strong demand within networking. Details: Our view: Morgan Stanley Taiwan Limited+ | Derrick Yang | | | --- | --- | | Equity Analyst | | | Derrick.Yang@morganstanley.com | +886 2 2730-2862 | | Vivi Huang | | Research Associate Vivi.Huang@morganstanley.com +886 2 2730-2860 Morgan Stanley Asia Limited+ Andy Meng, ...