高盛-TMT交易台周报

Market Insights | Markets | Equities 市场洞察 | 市场 | 股票 GS US TMT .. what a week .. GS US TMT ......多么美好的一周. GS US TMT: All references to "we/us/our" refer to the views and observations of the desk. … looking ahead, while many TMT companies have gotten "over" the 1Q / CY25 guidance wall-of-worry that weighed on sentiment during preview season (think NET, PINS, SPOT, TTWO 'clearing event' reactions) – it does feel like investors are starting to underwrite a tinge of optimism about 2Q/2H+ inflections across TMT - ...