Vanda Research Sell-side卖方

Vanda Research Retail Waiting For Macro Risks To Clear 21Sep2026

Sep 21, 20265 pages

From the report报告摘录Retail De-risking Shift: Retail moves from broad FOMO to selective stock-picking (e.g., CRWD, NFLX), now showing fading momentum and declining net turnover, de-risking equity exposure.

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