Research Reports
Boeing Co. (BA US): 營運朝向上升趨勢 (Chinese only)
2025.07.24 09:00
|
Source: KGI Investment Products and Solutions Department
Micron (MU US): HBM驅動的成長故事暫歇 (Chinese only)
2025.07.23 09:00
|
Source: KGI Investment Products and Solutions Department
Texas Instruments (TXN US): 週期反轉但關稅不確定性仍存在 (Chinese only)
2025.07.23 09:00
|
Source: KGI Investment Products and Solutions Department
美股投資策略: 市場有些輕忽而過度自滿,這波股市漲勢將暫畫休止符 (Chinese only)
2025.07.22 09:00
|
Source: KGI Investment Products and Solutions Department
Netflix (NFLX US): 成長前景依然向好,評價過高 (Chinese only)
2025.07.21 09:00
|
Source: KGI Investment Products and Solutions Department
美國軟體產業: 2Q25財報前瞻: 關稅尚未造成顯著傷害但標準已提高,聚焦落後補漲契機 (Chinese only)
2025.07.21 09:00
|
Source: KGI Investment Products and Solutions Department
ASML Holding (ASML US): 2Q25財報優於預期,但難掩成長壓力 (Chinese only)
2025.07.18 09:00
|
Source: KGI Investment Products and Solutions Department
JPMorgan Chase & Co. (JPM US): 2Q25獲利優於預期,小幅上修2025F展望 (Chinese only)
2025.07.17 09:00
|
Source: KGI Investment Products and Solutions Department
Wells Fargo & Co. (WFC US): 2Q25獲利優於預期,但下修2025F淨利息收入至持平 (Chinese only)
2025.07.17 09:00
|
Source: KGI Investment Products and Solutions Department
美股產業量化視角: 看好非必需性消費、公用事業、金融、通訊服務 (Chinese only)
2025.07.08 09:00
|
Source: KGI Investment Products and Solutions Department
Hewlett Packard Enterprise (HPE US): 併購Juniper以強化AI產品布局 (Chinese only)
2025.07.03 09:00
|
Source: KGI Investment Products and Solutions Department
美國資訊安全產業: 防火牆更新週期 + Agent基礎設施 = ZT和資料安全成長動 (Chinese only)
2025.06.26 09:00
|
Source: KGI Investment Products and Solutions Department
美國半導體設備產業: GAA/CFET/2D節點下的設備供應鏈重分配趨勢 (Chinese only)
2025.06.26 09:00
|
Source: KGI Investment Products and Solutions Department
Costco Wholesale (COST US): 高性價比商品優勢 (Chinese only)
2025.06.20 09:00
|
Source: KGI Investment Products and Solutions Department
Jabil (JBL US): AI仍為最大亮點 (Chinese only)
2025.06.19 09:00
|
Source: KGI Investment Products and Solutions Department
Latest Market News/Report
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.