Research Reports

Disney (DIS US): 布局全年齡層娛樂內容 (Chinese only)
2025.08.07 09:00 | Source: KGI Investment Products and Solutions Department
美股產業量化視角: 看好公用事業、工業、金融、通訊服務 (Chinese only)
2025.08.07 09:00 | Source: KGI Investment Products and Solutions Department
半導體產業: 最後的不確定性終於揭曉 (Chinese only)
2025.08.07 09:00 | Source: KGI Investment Products and Solutions Department
Advanced Micro Devices (AMD US): 營收創高,但費用壓抑獲利 (Chinese only)
2025.08.06 09:00 | Source: KGI Investment Products and Solutions Department
Arista Networks (ANET US): 2025-26年展望更加樂觀 (Chinese only)
2025.08.06 09:00 | Source: KGI Investment Products and Solutions Department
美國資訊安全產業: 資料安全與防火牆更新週期強勁;PANW收購案擴大平臺化 (Chinese only)
2025.08.06 09:00 | Source: KGI Investment Products and Solutions Department
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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | Source: KGI Investment Products and Solutions Department
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