S&T SELL

GS Novak Industrials and Materials 17 Aug 2026

Aug 17, 20269 pages页

From the report报告摘录Geopolitical & Market Shifts: Middle East strikes dampen US-Iran talks, driving S&P futures +15bps (tech-led), crude bounce (WTI $83/Brent $90), and 10yr yield at 4.69%, signaling heightened risk-off sentiment.

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