Goldman Sachs SELL

Europe Weekly Kickstart 1H 2Q26 Earnings Tracker Early Beats Remain Concentrated

Jul 24, 202630 pages页

From the report报告摘录Geopolitical Energy Catalyst: Middle East tensions drove oil to $100/bbl and TTF +50%, boosting Energy sector earnings (TotalEnergies, Repsol beat); supports Q3 earnings strength.

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