Institutional desk Sell-side卖方

GS Ioannis Blekos Marketcolour

Aug 6, 20264 pages

From the report报告摘录Market & EPS Season: US equities near worst levels (SPX -17bps), Q2 S&P 500 EPS growth tracking 26% y/y (excl. mega-cap tech), infrastructure driving ~1/3 growth; Rheinmetall cuts FY guide due to lost F126 sales…

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