JPM TECH SKETCH: NFLX Q2 I Will Find You (a Lower Share Price), META Hires AMZN AWS Exec, NOW Q2 Preview – Organic Chemistry, GOOGL Gemini Pro3.5 Delayed-20260717
摩根大通·2026-07-17 21:13Mark Schilsky | mark.schilsky@jpmorgan.com | +1 (212) 622-2668 SCHILSKY'S SNAPSHOT SOXX is now down -19% from its mid-June peak. It's now 'only' up +68% YTD. Yesterday's bugaboo was Kimi K3 which ranked 3rd on Artificial Analysis' Intelligence Eval. (It's not a cheap model, but a great model.) Combine that with GOOGL Gemini 3.5 Pro's reported delay and you have another leg down in the most crowded trade in the market… [Programming Note: I'm visiting my son up near Lake George at his sleepaway camp this week ...