Research Reports

全球配置-美股策略: 殖利率上升與企業財測不如預期樂觀,費半、AI股反彈暫畫休止符,短期應配置防禦股因應 Chinese only)
2026.08.24 09:00 | Source: KGI Investment Products and Solutions Department
美股策略 – Fundstrat觀點: AI融資管道擴張延續資本支出,科技股短期受惠、信用風險成中長期定價關鍵 Chinese only)
2026.08.20 09:00 | Source: KGI Investment Products and Solutions Department
Home Depot (HD US): 2H26成本上升對毛利率壓力將更加具體 Chinese only)
2026.08.19 09:00 | Source: KGI Investment Products and Solutions Department
Nvidia (NVDA US): 第二季財報會議預覽: 更多的生產雜音 Chinese only)
2026.08.19 09:00 | Source: KGI Investment Products and Solutions Department
美國光通產業: 光收發模組升級,OCS、CPO將接棒 Chinese only)
2026.08.18 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 電商 & O2O: AI助攻電商轉換率及營運效率提升,獲利品質成為分水嶺 Chinese only)
2026.08.18 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業 資料基礎設施 & 邊緣平台: AI應用規模化驅動推論、邊緣與治理需求擴張 Chinese only)
2026.08.13 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 電商 & O2O: 外送需求優於乘車,Robotaxi監管與供給同步推進 Chinese only)
2026.08.12 09:00 | Source: KGI Investment Products and Solutions Department
Rocket Lab (RKLB US): 憑藉Neutron拓展火箭發射任務承接能力 (Chinese only)
2026.08.11 09:00 | Source: KGI Investment Products and Solutions Department
美股策略 – Fundstrat觀點: 科技股上週重拾動能,企業獲利與通膨走勢成為美股續攻關鍵 (Chinese only)
2026.08.11 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 數位廣告 & 娛樂: AI模型迭代驅動廣告效率提升,成效與流量分化加劇 (Chinese only)
2026.08.10 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 金融科技 & 支付: 交易業務不慍不火,V/MA不失為防禦性選擇 (Chinese only)
2026.08.07 09:00 | Source: KGI Investment Products and Solutions Department
Disney (DIS US): SVOD獲利成長翻倍 (Chinese only)
2026.08.06 09:00 | Source: KGI Investment Products and Solutions Department
Sandisk (SNDK US): 2027年NAND供需缺口將延續 (Chinese only)
2026.08.06 09:00 | Source: KGI Investment Products and Solutions Department
美股策略 – Fundstrat觀點: 美日聯手干預日圓,對美股、美債是利多還是利空? (Chinese only)
2026.08.06 09:00 | Source: KGI Investment Products and Solutions Department
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