S&T SELL

GS What Matters Today: Earnings Beat a High Bar but Were not Rewarded, Increasing our Conviction in Alphabet, MSCI Rebalance Implications 13Aug26

Aug 13, 20267 pages页

From the report报告摘录Earnings Beat Disconnect: 64% of companies beat EPS by >1 std (vs 49% avg), but market rewards are diminished (beat: +20bps vs +95bps historical; miss: -118bps vs -211bps), signaling reduced valuation sensitivity to…

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