Institutional desk Sell-side卖方

GS Peter Callahan Tech SPOT PLTR ON TKO

Aug 4, 20263 pages页

From the report报告摘录Tech Sector Recovery & Catalysts: V-shaped recovery driven by cleaner positioning, tidier valuations, and stronger fundamentals; optical names (LITE, CIEN, GLW) and hyperscalers (MSFT, AMZN) key catalysts amid…

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