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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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Source: KGI Investment Products and Solutions Department
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Warrant and CBBC Commentary
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