Research Reports

Gap (GAP US): 關稅轉嫁能力低,獲利前景遭侵蝕 (Chinese only)
2025.06.03 09:00 | Source: KGI Investment Products and Solutions Department
Dell (DELL US): AI需求推動營運加速成長並優於市場共識 (Chinese only)
2025.06.02 09:00 | Source: KGI Investment Products and Solutions Department
Marvell Technology (MRVL US): 財報雖符合市場預期,但未能平息DSP/ASIC雜音 (Chinese only)
2025.06.02 09:00 | Source: KGI Investment Products and Solutions Department
HP Inc. (HPQ US): PC成長性下修、影印業務則面臨衰退壓力 (Chinese only)
2025.05.30 09:00 | Source: KGI Investment Products and Solutions Department
Nvidia (NVDA US): 短期利空大致已反應,輝達仍是AI生態系的核心 (Chinese only)
2025.05.29 09:00 | Source: KGI Investment Products and Solutions Department
美國類比半導體產業: 類比半導體週期性調整步入尾聲 Chinese only)
2025.05.26 09:00 | Source: KGI Investment Products and Solutions Department
Nvidia (NVDA US): NVLink串起輝達宇宙 Chinese only)
2025.05.23 09:00 | Source: KGI Investment Products and Solutions Department
Home Depot (HD US): 美國同店成長趨勢延續 Chinese only)
2025.05.22 09:00 | Source: KGI Investment Products and Solutions Department
Target Corp (TGT US): 營運持續面臨逆風 Chinese only)
2025.05.22 09:00 | Source: KGI Investment Products and Solutions Department
US strategy: Hesitant on US equities despite improved market sentiment due to new semiconductor & pharmaceuticals tariffs & weakening US fundamentals
2025.05.21 09:00 | Source: KGI Investment Products and Solutions Department
2025 Computex Keynote 摘要︰Nvidia (NVDA US) Chinese only)
2025.05.20 09:00 | Source: KGI Investment Products and Solutions Department
2025 Computex Keynote 摘要︰Qualcomm (QCOM US) Chinese only)
2025.05.20 09:00 | Source: KGI Investment Products and Solutions Department
Walmart (WMT US): 持續提升市占 Chinese only)
2025.05.19 09:00 | Source: Investment Products and Solutions Department
Cisco (CSCO US): AI需求強勁 Chinese only)
2025.05.16 09:00 | Source: KGI Investment Strategy
美國網路產業 電商 & O2O財報: SE強勁財測維持不變;AVs發展進程左右UBER評價水平 Chinese only)
2025.05.16 09:00 | Source: KGI Investment Strategy
NEXT
Warrant and CBBC Commentary
Get the latest commentary and insights on Warrant and CBBC, also read detailed market analysis and news provided by KGI Asia.