Research Reports

Netflix (NFLX US): 第三成長曲線受阻 Chinese only)
2026.10.21 00:00 | Source: KGI Investment Products and Solutions Department
SpaceX (SPCX US): AI算力租賃貢獻帶動營運由虧轉盈,並可望延續高成長性 Chinese only)
2026.10.21 00:00 | Source: KGI Investment Products and Solutions Department
Amazon (AMZN US): 3Q26財報前瞻:AWS持續加速成長,惟買方投資人預期已堆高 Chinese only)
2026.10.20 00:00 | Source: KGI Investment Products and Solutions Department
美股策略 – Fundstrat觀點: 科技股修正凸顯AI融資疑慮,企業財測成後續關鍵 Chinese only)
2026.10.20 00:00 | Source: KGI Investment Products and Solutions Department
Meta (META US): 3Q26財報前瞻:Muse大受歡迎但付費轉換率仍待檢驗 Chinese only)
2026.10.19 00:00 | Source: KGI Investment Products and Solutions Department
Bank of America Corporation (BAC US): 3Q26獲利受一次性罰款影響; 2027F核心獲利維持動能 Chinese only)
2026.10.15 00:00 | Source: KGI Investment Products and Solutions Department
JPMorgan Chase & Co. (JPM US): 3Q26獲利低於預期,但2027F淨利息收入展望正向 Chinese only)
2026.10.14 00:00 | Source: KGI Investment Products and Solutions Department
Wells Fargo & Co. (WFC US): 3Q26獲利略優於預期,但4Q26F營運展望疲弱 Chinese only)
2026.10.14 00:00 | Source: KGI Investment Products and Solutions Department
Nike (NKE US): 每況愈下 Chinese only)
2026.10.05 00:00 | Source: KGI Investment Products and Solutions Department
全球配置-美股策略: 期中選舉民主黨拿下參眾兩院機率增,但無須過度擔憂府會僵局,反而10月初開始不確定性漸去除可以尋找買點 Chinese only)
2026.10.02 00:00 | Source: KGI Investment Products and Solutions Department
美股策略 – Fundstrat觀點: 儘管殖利率攀升突破5%,市場對美股之偏好仍延續 Chinese only)
2026.10.02 00:00 | Source: KGI Investment Products and Solutions Department
Micron (MU US): 財報與展望均難以挑剔 Chinese only)
2026.10.01 00:00 | Source: KGI Investment Products and Solutions Department
美國衛星產業: 近況更新: SpaceX與Rocket Lab皆加速測試下一代火箭並提升成本優勢 Chinese only)
2026.09.30 00:00 | Source: KGI Investment Products and Solutions Department
美國總體經濟: 9月FOMC觀點: 無異議升息一碼,點陣圖顯示FOMC對通膨逐漸不耐煩 Chinese only)
2026.09.17 00:00 | Source: KGI Investment Products and Solutions Department
美國總體經濟: 迴圈和結構趨勢皆不利長天期美債殖利率走降 Chinese only)
2026.09.15 00:00 | Source: KGI Investment Products and Solutions Department
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