Research Reports

美國衛星產業: 讓寬頻通訊無遠弗屆的最後一哩路 Chinese only)
2026.06.11 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: Agentic AI需求持續升溫,企業資料平台與基礎設施同步受惠 Chinese only)
2026.06.11 09:00 | Source: KGI Investment Products and Solutions Department
SpaceX (SPCX US): 挾火箭技術與成本優勢向全球提供衛星相關服務 Chinese only)
2026.06.11 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: AI顛覆論受害者吹起反攻號角? Chinese only)
2026.06.05 09:00 | Source: KGI Investment Products and Solutions Department
Broadcom (AVGO US): AI指引略顯平淡,但後續增長可期 Chinese only)
2026.06.04 09:00 | Source: KGI Investment Products and Solutions Department
美國運動休閒產業: 2H26展望:消費分極趨勢延伸 Chinese only)
2026.06.03 09:00 | Source: KGI Investment Products and Solutions Department
Credo (CRDO US): 在光通訊市場占有一席之地 Chinese only)
2026.06.02 09:00 | Source: KGI Investment Products and Solutions Department
Hewlett Packard Enterprise (HPE US): 伺服器需求升溫帶動定價能力與獲利性優於預期 Chinese only)
2026.06.02 09:00 | Source: KGI Investment Products and Solutions Department
Dell (DELL US): AI伺服器營收與PC營利率展望均顯著優於預期 Chinese only)
2026.05.29 09:00 | Source: KGI Investment Products and Solutions Department
Marvell Technology (MRVL US): oDSP需求強勁,ASIC接續成長 Chinese only)
2026.05.28 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 1Q26財報通讀: GOOGL I/O缺乏驚喜,SaaS末日論評價收縮大於基本面下修 Chinese only)
2026.05.27 09:00 | Source: KGI Investment Products and Solutions Department
Home Depot (HD US): 利率上揚,房市逆風恐持續更久 (Chinese Only)
2026.05.21 09:00
Nvidia (NVDA US): 新的TAM是否能夠重塑AI 敘事 (Chinese Only)
2026.05.21 09:00
Target Corp (TGT US): 通膨壓力仍在 (Chinese Only)
2026.05.21 09:00
Analog Device (ADI US): 2Q26財報亮眼,營收創高及展望佳 (Chinese Only)
2026.05.20 09:00
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