Research Reports

美國軟體產業: CSP: 另一個訂單源源湧入的季度,TPU & Trn成為市場寵兒 (Chinese Only)
2026.04.30 09:00
Cadence (CDNS US): 2H26雖略顯平淡,但上調全年營收展望 (Chinese Only)
2026.04.28 09:00
美國軟體產業: 1Q26財報前瞻: 美伊戰爭帶來部分短期衝擊,審視Agentic AI轉型契機 (Chinese Only)
2026.04.27 09:00
Advanced Micro Devices (AMD US): 財報預覽:GPU與CPU雙成長引擎 (Chinese Only)
2026.04.24 09:00
Intel (INTC US): CPU重回舞台中心 (Chinese Only)
2026.04.24 09:00
Lam Research (LRCX US): 2H26營收將持續創高 (Chinese Only)
2026.04.23 09:00
Tesla (TSLA US): 再次調高資本支出預期 (Chinese Only)
2026.04.23 09:00
Texas Instruments (TXN US): 基本面轉佳,但評價應已反映 (Chinese Only)
2026.04.23 09:00
Vertiv (VRT US): 資料中心需求升溫使營運展望仍具上修空間 (Chinese Only)
2026.04.23 09:00
Microsoft (MSFT US): 1Q26財報前瞻:如同2023-24的GOOGL正在與時間賽跑 (Chinese Only)
2026.04.22 09:00
Meta (META US): 1Q26財報前瞻:Muse Spark + Manus + FB/IG/WhatsApp… = Meta-verse AI版 (Chinese Only)
2026.04.21 09:00
Netflix (NFLX US): 信心考驗 (Chinese Only)
2026.04.21 09:00
Amazon (AMZN US): 1Q26財報前瞻:OpenAI簽約狂潮 & TPU敘事或將發生在Anthropic & Trn (Chinese Only)
2026.04.20 09:00
全球配置-美股策略: 建議由防禦股重新移往AI主導的成長股,唯短期反彈漲多後續仍需謹慎佈局 (Chinese Only)
2026.04.20 09:00
Intel (INTC US): 國家隊集結 (Chinese Only)
2026.04.20 09:00
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