Research Reports
Bank of America Corporation (BAC US): 核心獲利提升帶動2026F營運展望維持正向 (Chinese only)
2026.07.15 09:00
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Source: KGI Investment Products and Solutions Department
JPMorgan Chase & Co. (JPM US): 一次性投資收益帶動2Q26獲利優於預期 (Chinese only)
2026.07.15 09:00
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Source: KGI Investment Products and Solutions Department
Semiconductor: Semiconductor firms registered above-average sales growth in June amid rising AI demand
2026.07.14 09:00
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Source: KGI Investment Products and Solutions Department
MongoDB (MDB US): 從noSQL資料庫到AI資料底座,進入新成長週期 (Chinese only)
2026.07.08 09:00
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Source: KGI Investment Products and Solutions Department
Nike (NKE US): 沉睡的熊尚未蘇醒 (Chinese only)
2026.07.01 09:00
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Source: KGI Investment Products and Solutions Department
SpaceX (SPCX US): 加速Starship商用化 (Chinese only)
2026.07.01 09:00
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Source: KGI Investment Products and Solutions Department
美股投資策略 – Fundstrat觀點: 高融資與高現金並存,美股「杠鈴配置」催化類股輪動 (Chinese only)
2026.06.30 09:00
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Source: KGI Investment Products and Solutions Department
美股策略 – Fundstrat觀點: 美國與伊朗簽署臨時協議,股市受到提振 (Chinese only)
2026.06.25 09:00
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Source: KGI Investment Products and Solutions Department
Micron (MU US): 能見度延伸至2028年後 (Chinese only)
2026.06.25 09:00
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Source: KGI Investment Products and Solutions Department
美國電子硬體與衛星產業: 2026 下半年展望: VR將步入量產,通用型伺服器與商務PC也可望延續高獲利 (Chinese only)
2026.06.23 09:00
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Source: KGI Investment Products and Solutions Department
Apple (AAPL US): 預期在新款iPhone漲價下,銷量將自年增轉為年減 (Chinese only)
2026.06.22 09:00
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Source: KGI Investment Products and Solutions Department
美國總體經濟: 6月FOMC觀點: Fed立場透露出更多緊縮意味 Chinese only)
2026.06.18 09:00
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Source: KGI Investment Products and Solutions Department
2H26全球投資展望: 美國經濟投資驅動趨勢成形、全球製造業復甦利多經濟;股市AI題材仍是重點,尤其看好美股與新興亞股 Chinese only)
2026.06.18 09:00
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Source: KGI Investment Products and Solutions Department
美國軟體產業: Biz App & Workflow: AI變現進入驗證期,短期市場將聚焦訂閱加速與成長品質 Chinese only)
2026.06.15 09:00
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Source: KGI Investment Products and Solutions Department
Rocket Lab (RKLB US): SpaceX轉移重心下的受惠者,拓展中型火箭市場商機 Chinese only)
2026.06.11 09:00
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Source: KGI Investment Products and Solutions Department
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