Research Reports
美國軟體產業: CSP: 雲服務成長超越樂觀預期,Agentic AI算力需求開始顯現 (Chinese only)
2026.07.31 09:00
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Source: KGI Investment Products and Solutions Department
美股策略 – Fundstrat觀點: FOMC按兵不動,AI賣壓邁向尾聲;留意下半年貨幣政策緊縮風險 (Chinese only)
2026.07.31 09:00
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Source: KGI Investment Products and Solutions Department
美國總體經濟: 7月FOMC觀點: Fed對於高通膨之耐心正在降低 (Chinese only)
2026.07.30 09:00
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Source: KGI Investment Products and Solutions Department
Flex (FLEX US): 資料中心需求推升營運加速成長之展望不變 (Chinese only)
2026.07.30 09:00
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Source: KGI Investment Products and Solutions Department
美國軟體產業: CSP: 廣告成長進入高基期,非廣告的AI變現顯得尤為重要 (Chinese only)
2026.07.30 09:00
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Source: KGI Investment Products and Solutions Department
美股策略 – Fundstrat觀點: 美伊戰事升溫引發避險:美股回檔是否仍是買點? (Chinese only)
2026.07.30 09:00
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Source: KGI Investment Products and Solutions Department
Vertiv (VRT US): 獲利與財測皆優於預期,缺點卻被放大解釋的一季 (Chinese only)
2026.07.30 09:00
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Source: KGI Investment Products and Solutions Department
美國衛星產業: 近況更新: 火箭市場競爭白熱化,Rocket Lab加速拓展版圖 (Chinese only)
2026.07.27 09:00
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Source: KGI Investment Products and Solutions Department
Intel (INTC US): 2Q26財報全面優於預期 (Chinese only)
2026.07.24 09:00
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Source: KGI Investment Products and Solutions Department
美國軟體產業: 2Q26財報前瞻: 消費性網路圍繞世足賽帶來的短期業績催化劑 (Chinese only)
2026.07.23 09:00
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Source: KGI Investment Products and Solutions Department
TE Connectivity (TEL US): 財報與財測大致符合預期,AI仍為主要成長動能 (Chinese only)
2026.07.23 09:00
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Source: KGI Investment Products and Solutions Department
Tesla (TSLA US): 2Q26財報落後預期;FSD效益逐步發酵 (Chinese only)
2026.07.23 09:00
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Source: KGI Investment Products and Solutions Department
美股策略 – Fundstrat觀點: 美國無人機產能布局 : 能否成為車用零組件供應商的股價推手? (Chinese only)
2026.07.22 09:00
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Source: KGI Investment Products and Solutions Department
美股策略 – Fundstrat觀點: 中國 AI 模型衝擊引發去槓桿調整,通膨放緩與等權重指數創高顯示市場轉向輪動格局 (Chinese only)
2026.07.22 09:00
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Source: KGI Investment Products and Solutions Department
Intel (INTC US): 2Q26財報預覽:東風來了 (Chinese only)
2026.07.21 09:00
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Source: KGI Investment Products and Solutions Department
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