摩根士丹利：互联网-我们如今处于何种交易逻辑：地缘政治与基本面的角力前瞻
2025-06-26 14:09
June 25, 2025 02:00 PM GMT Internet | North America Where Are We Trading Now: Geopolitics vs. Fundamentals Ahead Internet names fell -2% last week (SPX/NDX flat) with GOOGL - 5% (search debate) and AMZN/META -1%/flat. Markets saw gains to start the week amid tentative ceasefire talks in Middle East. EPS and fundamentals are next with AMZN/GOOGL/META 29X/17X/25X '26 EPS (-5%/-10%/+12% vs TTM avg). We would greatly appreciate your 5-star vote in the Internet Large Cap and Internet SmidCap categories in this y ...