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从赛跑者上升到第三名是四个瑞银团队加入詹金斯;他还领导了船员，该船员在技术/半导体中排名第二。遵循18股股票的基于伦敦的分析师，根据一个盟友，有一个“令人印象深刻的全球范围”。“我们在全球范围内对该部门中立，”詹金斯说，“并寻找具有吸引力的股票的特定思想。”Examples include Cisco Systems, a U.S.-based manufacturer of networking equipment, and Spirent Communications, a network-testing outfit headquartered in the U.K. The team will also be keeping a close eye on Finland’s Nokia Corp. and its mobile-platform alliance with U.S.-based Microsoft Corp. Last month the smartphone manufacturer reported positive quarterly results for the first time in nearly two years, but the market was unimpressed; shares slid more than 5 percent on the day of the announcement. This year will be “a make-or-break year for both the Windows Phone 8 operating system and, by default, Nokia,” he says.
-帕姆贝克 |
