S&T SELL

GS Blekos Marketcolour 17 Aug 2026

Aug 17, 20264 pages页

From the report报告摘录Photonics ETF Concentration: Top-10 holdings (Sandisk 28%, Micron 28%, Bloom Energy 9%, TSMC 6%, Nebius 6%) dominate 91% of public book, signaling extreme sector concentration and heightened volatility risk.

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