Research Reports

Home Depot (HD US): 非必需品消費緊縮蔓延 (Chinese only)
2025.11.19 09:00 | Source: KGI Investment Products and Solutions Department
Disney (DIS US): 短期逆風無妨長期成長 (Chinese only)
2025.11.18 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 3Q25財報通讀與指引: 商用軟體表現開始相對消費性網路突出 (Chinese only)
2025.11.18 09:00 | Source: KGI Investment Products and Solutions Department
Applied Materials (AMAT US): 2026年財年平淡,仍需觀察市佔率流失問題 (Chinese only)
2025.11.14 09:00 | Source: KGI Investment Products and Solutions Department
Cisco (CSCO US): AI需求加速 (Chinese only)
2025.11.13 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 電商與O2O: 消費強勁無虞,惟維持穩固地位的投資傷害短期利潤 (Chinese only)
2025.11.12 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 金融科技與支付: 逐漸成為AI-ready公司,惟核心指標尚未顯示結構性好轉 (Chinese only)
2025.11.10 09:00 | Source: KGI Investment Products and Solutions Department
Qualcomm (QCOM US): 財報亮眼但仍難掩長期結構性衰退 (Chinese only)
2025.11.06 09:00 | Source: KGI Investment Products and Solutions Department
Advanced Micro Devices (AMD US): 市場聚焦即將登場的AI投資大會 (Chinese only)
2025.11.05 09:00 | Source: KGI Investment Products and Solutions Department
Arista Networks (ANET US): 2026年營收年增20%目標不變 (Chinese only)
2025.11.05 09:00 | Source: KGI Investment Products and Solutions Department
Super Micro Computer (SMCI US): GB300短期處良率爬坡期,預期FY2027獲利加速成長 (Chinese only)
2025.11.05 09:00 | Source: KGI Investment Products and Solutions Department
On Semiconductor (ON US): 獲利率持續受SiC與業務重組影響 (Chinese only)
2025.11.04 09:00 | Source: KGI Investment Products and Solutions Department
Netflix (NFLX US): 3Q25財報利空創造逢低布局機會 (Chinese only)
2025.11.03 09:00 | Source: KGI Investment Products and Solutions Department
Apple (AAPL US): iPhone銷量與營收均優於預期 (Chinese only)
2025.10.31 09:00 | Source: KGI Investment Products and Solutions Department
Comcast (CMCSA US): 舉步維艱 (Chinese only)
2025.10.31 09:00 | Source: KGI Investment Products and Solutions Department
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Warrant and CBBC Commentary
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