Research Reports

Dell (DELL US): FY2027 AI伺服器營收給予翻倍之展望,顯著優於預期 (Chinese only)
2026.03.02 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 金融科技 & 支付: 每員工貢獻毛利或成衡量AI轉型的效率指標 (Chinese only)
2026.03.02 09:00 | Source: KGI Investment Products and Solutions Department
Nvidia (NVDA US): AI雜音中的定海神針 (Chinese only)
2026.02.26 09:00 | Source: KGI Investment Products and Solutions Department
Home Depot (HD US): 4Q25獲利衰退,房市回溫預期支撐評價 (Chinese only)
2026.02.25 09:00 | Source: KGI Investment Products and Solutions Department
HP Inc. (HPQ US): 記憶體漲價陰霾揮之不去 (Chinese only)
2026.02.25 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 電商 & O2O: 自駕擴張/AI Coding重塑平臺價值? 外送端較具備護城河 (Chinese only)
2026.02.24 09:00 | Source: KGI Investment Products and Solutions Department
Analog Device (ADI US): 漲價帶動展望,財測驚豔市場 (Chinese only)
2026.02.23 09:00 | Source: KGI Investment Products and Solutions Department
Cadence (CDNS US): 積壓訂單新高,AI 變現模式多元 (Chinese only)
2026.02.23 09:00 | Source: KGI Investment Products and Solutions Department
Dell (DELL US): AI需求有利於Dell釋出正向之FY2027財測 (Chinese only)
2026.02.23 09:00 | Source: KGI Investment Products and Solutions Department
美國網通產業: 明確指引方能增強信心 (Chinese only)
2026.02.23 09:00 | Source: KGI Investment Products and Solutions Department
Nvidia (NVDA US): 第四季財報預覽: 當alpha變成beta (Chinese only)
2026.02.23 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 數位廣告&娛樂: GOOGL/META以外的成效型廣告替代業者亦享受結構性順風 (Chinese only)
2026.02.23 09:00 | Source: KGI Investment Products and Solutions Department
Walmart (WMT US): 獲利結構持續優化 (Chinese only)
2026.02.23 09:00 | Source: KGI Investment Products and Solutions Department
Applied Materials (AMAT US): 指引轉趨樂觀,上修2026年半導體設備指引 (Chinese only)
2026.02.13 09:00 | Source: KGI Investment Products and Solutions Department
Vertiv (VRT US): 訂單增速與FY2026財測均優於市場預期 (Chinese only)
2026.02.12 09:00 | Source: KGI Investment Products and Solutions Department
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Warrant and CBBC Commentary
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