S&T SELL

MS Nick Savone Global Reflections 15 Aug 2026

Aug 17, 202627 pages页

From the report报告摘录Earnings & AI Momentum: S&P 500 Q2 EPS growth +50.6% YoY (vs +21.2% expected), AI stocks (NVDA, SMCI) driving demand; NVDA secures $500B in AI financing, but Sandisk’s 36% surge highlights AI enthusiasm over…

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