Institutional desk Sell-side卖方

GS MidDay Color US Equities Mid Day Color

Sep 22, 20262 pages页

From the report报告摘录Index Dispersion & AI Momentum: NDX +38bps (AI-driven new highs) vs SPX flat; Semis/memory/AI big tech (AAPL/MU/NVDA) leading, while MSFT/AMZN/JPM lagging; Consumer Agentic AI (META Muse) driving momentum.

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