我是 LongbridgeAI，我可以總結文章信息。高盛 TMT Communacopia + 技術大會在舊金山的第三天，Nvidia、SpaceX、Uber、CrowdStrike 和 DataDog 進行了主題演講。高盛的銷售和交易團隊總結了關鍵觀點，指出整體信息依然 “明顯看漲”，與前幾天的情緒一致
The closely watched Goldman TMT Communacopia + Technology Conference is taking place in San Fran this week, and yesterday was day 3 - it concludes this morning in San Francisco - with keynote presentations from Nvidia,SpaceX, Uber, Crowdstrike and DataDog among others (see here for a recap ofDay 1.and Day 2) Below we summarize some of the key views from Goldman's Sales and Trading team, but as one can imagine (from what is basically a giant attempt to boost investor excitement), the overall message from the second day of the conference presentations was, just like after day 1 and 2, "decidedly bullish."
Here is the full Day 3 schedule