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After SOX plunged 11% in two months, Goldman Sachs turned bullish: Is the "golden trough" in the semiconductor sector here?

After SOX plunged 11% in two months, Goldman Sachs turned bullish: Is the "golden trough" in the semiconductor sector here?

智通财经智通财经2026/10/06 08:16
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According to a recent US semiconductor Q3 earnings preview report released by Smart Finance APP, Goldman Sachs has made a clear judgment: most sub-sectors within the semiconductor ecosystem will experience upward earnings revisions, and the risk-reward ratio has significantly improved.

Golden Ten Data APP has noted that Goldman Sachs, in its latest preview report on the U.S. semiconductor Q3 earnings, made a clear judgement: most segments within the semiconductor ecosystem are expected to see upward revisions in their profit forecasts, and the risk-reward ratio has significantly improved.

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