瑞信：2017年亚洲科技投资策略（英文版）

发布者：wx****9c

2017-03-22

2 MB 50 页

科技

文件列表：

Asia Technology Strategy 2017-A seventh year of outperformance_.pdf

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资源简介

Asia Technology Strategy 2017: A seventh year of outperformance?MSCI AxJ tech: A consistent outperformerMSCI AxJ tech: A broad-based rally so far in 2017Today’s “tech” is differentMSCI AxJ: Tech is amongst the fastest forecast EPS growersEnd markets: Still slow, but better than in 2016End markets: Still slow, but betterTVs: Largely a flattish marketPCs: Stabilising starting 2H16Smartphones: EM and iPhone a plus; China uncertainApple’s iPhone: The next product cycle can be bigChina smartphones: S

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