J.P. Morgan SELL

JPM JPM US Market Intell

Jul 31, 202611 pages页

From the report报告摘录Tech Earnings Disparity: AMZN +13% pre-market (AWS revenue +37% Y/Y, margin beat) vs AAPL -7% (weak guidance); SPX +0.4%, NDX +1.1% as Taiwan/KOSPI surged 8%/18% overnight.

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