S&T SELL

GS Peter Callahan US TMT Today

Aug 12, 20263 pages页

From the report报告摘录Tech Sector Divergence & Overbought Signals: Software (Unity, SNOW) overbought (14-day RSI), AI complex earnings (CRWV +18%, LITE +9%) drive outperformance; tactical shift toward HW/Semis amid Software sogginess (MDB…

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