Internet 2025 Outlook_Remain Positive on Internet Leaders in 2025 as AI Shifts to the Next Phase; Heavy Capex Investments, But With Increasing Returns; Top Picks AMZN, META, GOOG_L, SPOT
AIRPO·2024-12-23 09:54
shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： Internet 2025 Outlook www.jpmorganmarkets.com 更多一手调研纪要和研报数据加V： shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： shuinu9870 更多一手调研纪要和研报数据加V： • Best Ideas in 2025: 1) AMZN; 2) META; 3) GOOGL; 4) SPOT. This document is being provided for the exclusive use of A Z at Hedosophia. 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 更多一手调研纪要和研报数据加V： Doug Anmuth AC (1-212) 622-6571 douglas.anmuth@jpmorgan.com North America Equity Research 18 Decembe ...