Research Reports

US strategy: Hesitant on US equities despite improved market sentiment due to new semiconductor & pharmaceuticals tariffs & weakening US fundamentals
2025.05.21 09:00 | Source: KGI Investment Products and Solutions Department
2025 Computex Keynote 摘要︰Nvidia (NVDA US) Chinese only)
2025.05.20 09:00 | Source: KGI Investment Products and Solutions Department
2025 Computex Keynote 摘要︰Qualcomm (QCOM US) Chinese only)
2025.05.20 09:00 | Source: KGI Investment Products and Solutions Department
Walmart (WMT US): 持續提升市占 Chinese only)
2025.05.19 09:00 | Source: Investment Products and Solutions Department
Cisco (CSCO US): AI需求強勁 Chinese only)
2025.05.16 09:00 | Source: KGI Investment Strategy
美國網路產業 電商 & O2O財報: SE強勁財測維持不變;AVs發展進程左右UBER評價水平 Chinese only)
2025.05.16 09:00 | Source: KGI Investment Strategy
On Holding (ONON US): 1Q25財報強勁;美國產品漲價在即 Chinese only)
2025.05.15 09:00 | Source: KGI Investment Strategy
Flex (FLEX US): FY2026動能來自營收預期年增30%之資料中心產品線 (Chinese only)
2025.05.13 09:00 | Source: KGI Investment Strategy
美國金融科技與支付產業 1Q25財報通讀: 4月消費維持穩健,支付解決方案賦能 Agentic Commerce Chinese only)
2025.05.12 09:00 | Source: KGI Investment Strategy
Advanced Micro Devices (AMD US): 用戶端與資料中心強勁,但關稅與中美禁令壓抑獲利 Chinese only)
2025.05.08 09:00 | Source: KGI Investment Strategy
Arista Networks (ANET US): 營收成長既有遠慮,亦有近憂 (Chinese only)
2025.05.08 09:00 | Source: KGI Investment Strategy
美國總體經濟:5月FOMC觀點:不確定提高之下貨幣政策保持耐心 Chinese only)
2025.05.08 09:00 | Source: KGI Investment Strategy
美國軟體產業 CSP財報通讀: 關稅短期衝擊尚不顯著,AI持續供不應求 Chinese only)
2025.05.07 09:00 | Source: KGI Investment Strategy
Apple (AAPL US): 關稅影響性雖降低,但仍將衝擊未來獲利表現 Chinese only)
2025.05.06 09:00 | Source: KGI Investment Strategy
Qualcomm (QCOM US): 營運表現雖優於預期,但非手機業務的成長仍需時間移轉 Chinese only)
2025.05.06 09:00 | Source: KGI Investment Strategy
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