Institutional desk Sell-side卖方

GS Callahan US TMT weekly + charts 21Sep2026

Sep 21, 20266 pages页

From the report报告摘录Semis P/E at multi-year lows amid oil correlation: SOX P/E near 18.2998 correlates with inverted oil prices (rising oil = falling SOX P/E), indicating macro-driven valuation pressure, not AI-specific issues.

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