J.P. 摩根-美股科技行业-大企业不哭：高质量技术与重访甲骨文-2021.3.31-24页

262

J.P. 摩根-美股科技行业-大企业不哭：高质量技术与重访甲骨文-2021.3.31-24页

# 美股 # 科技大小：0.48M | 页数：24 | 上架时间：2021-04-08 | 语言：英文

J.P. 摩根-美股科技行业-大企业不哭：高质量技术与重访甲骨文-2021.3.31-24页.pdf

免费阅读10页，购买之后可查看、下载24页完整报告

J.P. 摩根-美股科技行业-大企业不哭：高质量技术与重访甲骨文-2021.3.31-24页.pdf

试看10页

类型: 行研

上传者: 资料分享客栈

撰写机构: J.P. 摩根

出版日期: 2021-03-31

摘要：

Having refreshed our views in Communications, Media and Towers in the last two weeks (here and here), we today turn to the high quality Technology space. Many of these issuers boast large net cash positions despite large shareholder returns and M&A, such that the ratings of five of the six names we discuss are rated at least single-A (Oracle the exception). We initiate coverage on these firms today with five trade ideas, key themes to watch (regulatory to M&A), and issuer sections.

展开>> 收起<<

请登录，再发表你的看法

资料分享客栈

关注