Research Reports

Super Micro Computer (SMCI US): 短期獲利低於市場共識,預期營運升溫時點將落於FY2H26 (Chinese only)
2025.08.06 09:00 | Source: KGI Investment Products and Solutions Department
On Semiconductor (ON US): 車用見底但復甦緩慢,公司轉型壓力未除 (Chinese only)
2025.08.05 09:00 | Source: KGI Investment Products and Solutions Department
Philip Morris (PM US): 結構性轉型將帶動評價提升 (Chinese only)
2025.08.04 09:00 | Source: KGI Investment Products and Solutions Department
Apple (AAPL US): 關稅影響雖可控,但未見獲利上修動能 (Chinese only)
2025.08.01 09:00 | Source: KGI Investment Products and Solutions Department
Comcast (CMCSA US): 固網競爭僵局仍難解 (Chinese only)
2025.08.01 09:00 | Source: KGI Investment Products and Solutions Department
Lam Research (LRCX US): 營運超預期,年底動能放緩待觀察 (Chinese only)
2025.08.01 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 2Q25財報: 雲服務再次繳出驚艷成績,2H25 AI持續供不應求 (Chinese only)
2025.08.01 09:00 | Source: KGI Investment Products and Solutions Department
ARM Holding (ARM US): 研發轉型初期,短線估值過高 (Chinese only)
2025.07.31 09:00 | Source: KGI Investment Products and Solutions Department
Bank of America (BAC.US): 核心業務帶動營運槓桿擴大推升2025F-26F ROE (Chinese only)
2025.07.31 09:00 | Source: KGI Investment Products and Solutions Department
美國總體經濟: 7月FOMC觀點: 聯準會亦陷入高度不確定 (Chinese only)
2025.07.31 09:00 | Source: KGI Investment Products and Solutions Department
美國金融產業: 2H25F利率調整及資本鬆綁將提升美國大型銀行獲利動能 (Chinese only)
2025.07.31 09:00 | Source: KGI Investment Products and Solutions Department
Qualcomm (QCOM US): 中短期手機承壓未解,資料中心貢獻尚遠 (Chinese only)
2025.07.31 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業 2Q25財報: 數位廣告支出強勁,AI讓長尾場景得到變現 (Chinese only)
2025.07.31 09:00 | Source: KGI Investment Products and Solutions Department
Flex (FLEX US): 當前評價已反應公司資料中心產品之成長性 (Chinese only)
2025.07.25 09:00 | Source: KGI Investment Products and Solutions Department
Intel (INTC US): 重大策略調整仍待時間證明 (Chinese only)
2025.07.25 09:00 | Source: KGI Investment Products and Solutions Department
NEXT
Warrant and CBBC Commentary
Get the latest commentary and insights on Warrant and CBBC, also read detailed market analysis and news provided by KGI Asia.