Market Insights 市场洞察 NFLX unofficially kicks off Q2 TMT earnings season Thurs post close. As always, there remains an acute focus on Positioning into prints. Below, we try to summarize key high-level positioning & flow dynamics, informed by what we see across our trading floor and what we've picked up from extensive investor dialogue. E週研纪要和海外投行报告加V：shuimu2026 E How the Subsectors stack up? 各子行业表现如何? Semis 半导体.ayost crowded pocket of TMT, if not, the market right now, as the group remains the cleanest expre ...