Nomura · McElligott Sell-side卖方

Nomura Cross Asset AND WE'RE BACK (AT U.S. EQUITIES ATH'S)

Aug 4, 20269 pages页McElligott

From the report报告摘录AI Theme Reversal: Hyperscalers rallied +16.0% QTD vs Enablers falling -7.7% since June 26, signaling structural shift from "Long Enablers" to Hyperscalers leading the rally.

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