Research Reports

全球配置-美股策略: 短線採取防禦投資,同時把握類股輪動機會,待3Q26財報季開展與期中選舉結束後,美股將走出泥淖並重回AI Chinese only)
2026.09.15 00:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: Biz App & Workflow: AI變現持續深化,增購、訂閱升級及cross-sell為成長主軸 Chinese only)
2026.09.14 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 資料基礎設施 & 邊緣平台: 資料基礎設施持需求續加速轉化,惟受惠AI的節奏有先後 Chinese only)
2026.09.11 09:00 | Source: KGI Investment Products and Solutions Department
美股策略 – Fundstrat觀點: 升息疑慮若緩解,美股有望克服期中選舉前較弱季節性 Chinese only)
2026.09.10 09:00 | Source: KGI Investment Products and Solutions Department
美國運動休閒產業: 庫存天數驟升,銷售競爭加劇 Chinese only)
2026.09.09 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 資訊安全及可觀測性: AI持續驅動平台整併,AIDC與Agentic AI需求同步升溫 Chinese only)
2026.09.04 09:00 | Source: KGI Investment Products and Solutions Department
Hewlett Packard Enterprise (HPE US): FY2027 AI伺服器營收增速仍具逐步轉強之動能 Chinese only)
2026.09.03 09:00 | Source: KGI Investment Products and Solutions Department
Credo (CRDO US): AEC出貨維持高速成長並將開始供應1.6T規格 Chinese only)
2026.09.02 09:00 | Source: KGI Investment Products and Solutions Department
Dell (DELL US): AI伺服器積壓訂單季增85%,營收展望再次優於預期 Chinese only)
2026.09.02 09:00 | Source: KGI Investment Products and Solutions Department
美股策略 – Fundstrat觀點: PCE細項降低通膨回升疑慮,Nvidia財報支撐美股動能 Chinese only)
2026.09.02 09:00 | Source: KGI Investment Products and Solutions Department
美股策略 – Fundstrat觀點: 貨幣貶值交易難成長線主軸,殖利率仍是美股評價關鍵 Chinese only)
2026.08.28 09:00 | Source: KGI Investment Products and Solutions Department
HP Inc. (HPQ US): PC銷量年減且營利率衰退 Chinese only)
2026.08.27 09:00 | Source: KGI Investment Products and Solutions Department
Nvidia (NVDA US): 財報和展望皆無可挑剔 Chinese only)
2026.08.27 09:00 | Source: KGI Investment Products and Solutions Department
Moderna (MRNA US): 莫德納概念供應鏈 Chinese only)
2026.08.26 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 2Q26財報通讀 & 路演回饋: 算力供給、AI需求與資安疲軟之市場雜音再起 Chinese only)
2026.08.25 09:00 | Source: KGI Investment Products and Solutions Department
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