高盛让大家去今年买它，是????套吧？

来源: 于 2026-01-19 05:47:08 [旧帖] [给我悄悄话] 本文已被阅读：次

Must Buy: • Microsoft • Oracle  • ServiceNow 

Must Sell: • Adobe • Datadog 

Bullish on the platforms & enterprise names…

Bearish on the pure growth/saaS crowd.