Research Reports
美國科技產業: 美股手機財報 - 安卓復甦 (Chinese Only)
2023.11.07 10:00
美國投資策略: 獲利回升、評價也有利潤率回升利多: 對未來至1Q24美股樂觀看待,通膨在3.5%之上或下決定未來股債同向或反向 (Chinese Only)
2023.10.25 10:00
美國晶圓廠設備產業: US WFE – 先進邏輯如預期疲弱,2024年市場展望保守 (Chinese Only)
2023.10.19 13:55
Tesla (TSLA.O/TSLA US): Mid- to long-term competitiveness & outlook unchanged
2023.10.19 10:00
Semiconductor sector: Our first take on US export restrictions
2023.10.18 10:00
Tesla (TSLA.O/TSLA US): Delivery momentum to resume in 4Q23F
2023.10.03 10:00
美國運動休閒產業: Nike財報:再證王者之力 (Chinese Only)
2023.10.02 13:55
US Strategy: Hawkish Fed stance: stocks under pressure near term; long-term outlook remains to be seen - US stocks to remain in consolidation mode near term, followed by rallies in 4Q23
2023.09.25 13:55
美國總體經濟: 9月份FOMC觀點: 聯準會利率展望 : 更高、更遠、更鷹! (Chinese Only)
2023.09.21 13:55
美國科技產業: Apple發表會與SEMICON Taiwan 2023回饋 (Chinese Only)
2023.09.13 13:55
US Strategy: US stocks pulled back last month on over-expectations for soft landing: Clearer monetary policy direction & earnings recovery to pave way for rally in 4Q23F
2023.09.12 13:55
Tesla (TSLA.O/TSLA US): Model 3 refresh unveiled, paving way for 4Q23F growth
2023.09.04 13:55
美國科技產業: Dell, HP & HPE財報 – 強勁AI需求,基礎設施需求轉好錦上添花;PC價格競爭激烈 (Chinese Only)
2023.09.01 13:55
US Strategy: US stocks to consolidate near-term before rising in 4Q23F: US stocks to consolidate near-term before rising in 4Q23F
2023.08.28 13:55
美國科技產業: Marvell 財報 – AI營收優於預期 (Chinese Only)
2023.08.25 13:55
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