Goldman Sachs Sell-side卖方

US Weekly Kickstart Q2 2026 mid season earnings update

Aug 3, 202626 pages页

From the report报告摘录Mega-cap tech earnings dependency: Q2 2026 GAAP net income from "other income" (investment gains) surged to 61% (vs. 9% Q1 2026), signaling unsustainable earnings reliance on unrealized gains, a critical valuation risk.

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