花旗：买方调研，2025年更倾向于持有软件，而不是硬件。上周悲观和卖盘主要是generalist，而不是specialist。但往往generalist是增量资金，股价影响更大。高盛TMT：目前争议最大的股票，NVDA（deepseek）、微软（Az ...

We can think of this trend as the rise of the IT generalist, which often happens to processes and services as they become commoditized. The generalist is the equivalent of a product that gets ...

A lot of people think you can build festival lineups on radio play and data ... that doesn’t create a culture, it feels ...