"Hold AI winners firmly, don't rotate!" JPMorgan Hardware Team: 'Network' growth will surpass 'compute power' by 2026.

JPMorgan noted that the current valuation premium for U.S. AI-related companies is only 26%, while AI can actually deliver profit growth of 60%-80%. Therefore, investors should continue to hold shares of AI winners. JPMorgan believes that the network infrastructure sector will outperform computing power next year, with AI switch revenue expected to grow by 48% in 2026, significantly higher than the overall data center switch industry's 23%.

wallstreetcn14minutes ago

Investing in Arista Networks (NYSE:ANET) Five Years Ago Would Have Delivered You a 601% Gain

Simply Wall St24minutes ago

William Blair Maintains Arista Networks(ANET.US) With Buy Rating

Futu News19:34 · Ratings

Arista Networks: Strong Market Positioning and Growth Potential Amid Attractive Entry Point

TipRanks19:05

EY Survey: AI Boosts Productivity Without Triggering Mass Layoffs

① According to an EY survey, feedback from 500 U.S. corporate executives indicated that only 17% of companies that achieved productivity gains through the adoption of AI subsequently opted for layoffs; ② The EY survey also revealed that 34% of the surveyed companies are recruiting talent with specific AI-related skills, indicating that the widespread adoption of AI has concurrently led to a skills gap in the labor market.

cls.cn04:41

J.P. Morgan Maintains Arista Networks(ANET.US) With Buy Rating, Maintains Target Price $175

Futu NewsDec 15 21:33 · Ratings