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高盛:股票雷达-市场忽视了 S899,逆势买入的机会
Goldman Sachs·2025-06-15 16:03

GS Equity Radar What the market is missing on S899 and buying against the grain Something others are missing on S899. The merchandising team hosted a highly attended (1,000+ clients live) webcast with Chief US Political Economist, Alec Phillips, and our strategists (Sharon Bell and Guillaume Jaisson). What surprised us most was the volume of questions on the 50%+ US ownership being exempt in the current form of the bill and the feedback that other commentators were scanning for high US revenues without an o ...