Research Reports

Intel (INTC US): 紫氣東來,IFS將迎來轉機 (Chinese only)
2025.12.09 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: Cybersecurity & Observability: 次世代資安 & 可觀測性平台將持續整併產業預算 (Chinese only)
2025.12.09 09:00 | Source: KGI Investment Products and Solutions Department
美國半導體產業: AI結構性成長深化半導體週期 (Chinese only)
2025.12.08 09:00 | Source: KGI Investment Products and Solutions Department
Hewlett Packard Enterprise (HPE US): 短期調整拉貨無礙FY2026 AI伺服器上行趨勢 (Chinese only)
2025.12.05 09:00 | Source: KGI Investment Products and Solutions Department
美股產業量化視角: 看好醫療、工業、科技、非必需消費、必需消費、能源 (Chinese only)
2025.12.05 09:00 | Source: KGI Investment Products and Solutions Department
Marvell Technology (MRVL US): ASIC與oDSP業務回暖,但長期增長能存疑 (Chinese only)
2025.12.03 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 2026年度展望: K型復蘇,天下武功唯快不破 (Chinese only)
2025.12.03 09:00 | Source: KGI Investment Products and Solutions Department
美國運動休閒產業: 2026年展望:消費結構改變 (Chinese only)
2025.12.02 09:00 | Source: KGI Investment Products and Solutions Department
Analog Device (ADI US): 展望優於預期,2026年各領域將持續增長 (Chinese only)
2025.11.26 09:00 | Source: KGI Investment Products and Solutions Department
Dell (DELL US): AI伺服器成長性足以抵消記憶體漲價衝擊 (Chinese only)
2025.11.26 09:00 | Source: KGI Investment Products and Solutions Department
美國IP/EDA產業: AI晶片設計推動EDA/IP產業成長 (Chinese only)
2025.11.26 09:00 | Source: KGI Investment Products and Solutions Department
美國半導體產業: TPU vs. GPU: AI晶片賽局不是零和遊戲 (Chinese only)
2025.11.26 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: CSP: AI永動機逆轉? Gemini贏者全拿、表外融資、折舊質疑出現 (Chinese only)
2025.11.24 09:00 | Source: KGI Investment Products and Solutions Department
Nvidia (NVDA US): 全村的希望 (Chinese only)
2025.11.20 09:00 | Source: KGI Investment Products and Solutions Department
Target Corp (TGT US): 短期獲利難逃衰退 (Chinese only)
2025.11.20 09:00 | Source: KGI Investment Products and Solutions Department
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Warrant and CBBC Commentary
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