S&T SELL

GS Callahan TMT quick hits 13 Aug 2026

Aug 13, 20265 pages页

From the report报告摘录NDX Momentum & Sector Shifts: NDX near 50-dma (11% off July lows), tech grinding higher with sector rotation (SNDK memory surge, optical fade, software laggards like CRM/ADBE), volumes down 15% ahead of key earnings…

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