Research Reports

Qualcomm (QCOM US): 受記憶體產能排擠,手機成長受限 (Chinese only)
2026.02.05 09:00 | Source: KGI Investment Products and Solutions Department
Advanced Micro Devices (AMD US): 4Q25穩健收官,靜待MI450系列貢獻 (Chinese only)
2026.02.04 09:00 | Source: KGI Investment Products and Solutions Department
全球配置-美股策略: 短線擾動因素非由基本面因素引起,將今年S&P 500目標價調升至7,800點 (Chinese only)
2026.02.04 09:00 | Source: KGI Investment Products and Solutions Department
Super Micro Computer (SMCI US): 營收與獲利財測皆顯著優於市場共識 (Chinese only)
2026.02.04 09:00 | Source: KGI Investment Products and Solutions Department
Disney (DIS US): 獲利將集中於2H26 (Chinese only)
2026.02.03 09:00 | Source: KGI Investment Products and Solutions Department
Apple (AAPL US): 毛利率在記憶體漲價下仍可望維持年增 (Chinese only)
2026.01.30 09:00 | Source: KGI Investment Products and Solutions Department
ASML Holding (ASML US): AI需求驅動訂單創高 (Chinese only)
2026.01.29 09:00 | Source: KGI Investment Products and Solutions Department
美國總體經濟 1月FOMC觀點: 短期內不存在進一步降息條件 (Chinese only)
2026.01.29 09:00 | Source: KGI Investment Products and Solutions Department
Tesla (TSLA US): 實體AI為發展圭臬,高資本支出將為新常態 (Chinese only)
2026.01.29 09:00 | Source: KGI Investment Products and Solutions Department
Netflix (NFLX US): 新興業務進展令人振奮 (Chinese only)
2026.01.26 09:00 | Source: KGI Investment Products and Solutions Department
Intel (IINTC US): 伺服器供不應求,然短期預期過高 (Chinese only)
2026.01.23 09:00 | Source: KGI Investment Products and Solutions Department
全球配置-美股策略: 1Q美股高檔震盪,把握市場輪動到價值股的投資機會 (Chinese only)
2026.01.21 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 4Q25財報前瞻: 算力供給決定CSP成長;自建風潮拖累SaaS採購動能 (Chinese only)
2026.01.21 09:00 | Source: KGI Investment Products and Solutions Department
ASML Holding (ASML US): 邏輯先進製程與記憶體需求旺盛,訂單能見度提高 (Chinese only)
2026.01.15 09:00 | Source: KGI Investment Products and Solutions Department
Bank of America Corporation (BAC.US): 4Q25獲利優於預期,2026F展望正向 (Chinese only)
2026.01.15 09:00 | Source: KGI Investment Products and Solutions Department
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