Research Reports
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
美國科技產業: Nvidia財報 - 再次驚艷市場 (Chinese Only)
2023.08.24 13:55
美國晶圓廠設備產業: 應用材料財報 – 2024年將持續增長 (Chinese Only)
2023.08.21 13:55
Cisco (CSCO.US/CSCO US): 4Q23財年優於預期,2024財年持續成長 (Chinese Only)
2023.08.17 13:55
美國科技產業: 類比IDM財報 - 顯示車用/工業展望悲觀 (Chinese Only)
2023.08.07 13:55
美國投資策略: 美國經濟並非高枕無憂: 過度樂觀屬不智,但美債降評影響股市將較2011輕微 (Chinese Only)
2023.08.04 13:55
美國晶圓廠設備產業: WFE財報 – 中國/車用需求如期,AI相關需求為亮點 (Chinese Only)
2023.08.02 13:55
美國科技產業: AMD財報 – PC與高階手機復甦;2H23 通用伺服器持續庫存去化 (Chinese Only)
2023.08.02 13:55
Arista Networks (ANET.US/ANET US): 2Q23優於預期,AI展望樂觀 (Chinese Only)
2023.08.01 13:55
Comcast (CMCSA.US/CMCSA US): 2Q23獲利優於預期 (Chinese Only)
2023.07.28 13:55
美國科技產業: Intel與Samsung財報 – PC與高階手機復甦;2H23 通用伺服器持續庫存去化 (Chinese Only)
2023.07.28 13:55
美國運動休閒產業: Puma及Adidas財報:運動品牌之逆襲 (Chinese Only)
2023.07.27 13:55
US economy: FOMC view in July: Fed steers US economy to a soft landing
2023.07.27 13:55
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