Research Reports

全球配置-美股策略: 近期下跌反映對評價的擔憂,但殖利率上檔空間有限、基本面尚無疑慮下修正預期在3Q中段後結束 (Chinese only)
2026.07.21 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 2Q26財報前瞻: 商用軟體審視Agentic AI落地帶來的業績助益契機 (Chinese only)
2026.07.20 09:00 | Source: KGI Investment Products and Solutions Department
Amazon (AMZN US): 2Q26財報前瞻:龐大資本支出為AWS持續加速成長的代價 (Chinese only)
2026.07.17 09:00 | Source: KGI Investment Products and Solutions Department
Microsoft (MSFT US): 2Q26財報前瞻:ChatGPT Work vs. Copilot效能與信任的對決 (Chinese only)
2026.07.17 09:00 | Source: KGI Investment Products and Solutions Department
Alphabet (GOOGL US): 2Q26財報前瞻:TPU外售細節將決定2027年利潤率與資本支出 (Chinese only)
2026.07.16 09:00 | Source: KGI Investment Products and Solutions Department
Meta (META US): 2Q26財報前瞻:非廣告的AI變現之路開始清晰 (Chinese only)
2026.07.16 09:00 | Source: KGI Investment Products and Solutions Department
Wells Fargo & Co. (WFC US): 達成 2026F 淨利息收入成長目標仍面臨壓力 (Chinese only)
2026.07.16 09:00 | Source: KGI Investment Products and Solutions Department
Bank of America Corporation (BAC US): 核心獲利提升帶動2026F營運展望維持正向 (Chinese only)
2026.07.15 09:00 | Source: KGI Investment Products and Solutions Department
JPMorgan Chase & Co. (JPM US): 一次性投資收益帶動2Q26獲利優於預期 (Chinese only)
2026.07.15 09:00 | Source: KGI Investment Products and Solutions Department
Semiconductor: Semiconductor firms registered above-average sales growth in June amid rising AI demand
2026.07.14 09:00 | Source: KGI Investment Products and Solutions Department
MongoDB (MDB US): 從noSQL資料庫到AI資料底座,進入新成長週期 (Chinese only)
2026.07.08 09:00 | Source: KGI Investment Products and Solutions Department
Nike (NKE US): 沉睡的熊尚未蘇醒 (Chinese only)
2026.07.01 09:00 | Source: KGI Investment Products and Solutions Department
SpaceX (SPCX US): 加速Starship商用化 (Chinese only)
2026.07.01 09:00 | Source: KGI Investment Products and Solutions Department
美股投資策略 – Fundstrat觀點: 高融資與高現金並存,美股「杠鈴配置」催化類股輪動 (Chinese only)
2026.06.30 09:00 | Source: KGI Investment Products and Solutions Department
美股策略 – Fundstrat觀點: 美國與伊朗簽署臨時協議,股市受到提振 (Chinese only)
2026.06.25 09:00 | Source: KGI Investment Products and Solutions Department
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Warrant and CBBC Commentary
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