伯恩斯坦-日本IT硬件与电子:2026年第二季度预览……AI情绪是否过低?-Japan IT HardwareElectronics:2Q26 Preview… are AI sentiments too low-20261022.pptx

伯恩斯坦-日本IT硬件与电子:2026年第二季度预览……AI情绪是否过低?-Japan IT HardwareElectronics:2Q26 Preview… are AI sentiments too low-20261022.pptx

Weinitiatedonlanan/THardwareFlectronics·lanansPhyscalAIComeback-Initiatingwithapositiveviewandpreviewtheupcoming2Q26results.

Software/ITServicesstockpriceoutperformedAlrelatednamesinthelast

quarter.From1stJuly,SoftwareandITServicesstocks(Hitachi,NEC)haverisenby

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