Research Reports

On Holding (ONON US): 1Q25財報強勁;美國產品漲價在即 Chinese only)
2025.05.15 09:00 | Source: KGI Investment Strategy
Flex (FLEX US): FY2026動能來自營收預期年增30%之資料中心產品線 (Chinese only)
2025.05.13 09:00 | Source: KGI Investment Strategy
美國金融科技與支付產業 1Q25財報通讀: 4月消費維持穩健,支付解決方案賦能 Agentic Commerce Chinese only)
2025.05.12 09:00 | Source: KGI Investment Strategy
Advanced Micro Devices (AMD US): 用戶端與資料中心強勁,但關稅與中美禁令壓抑獲利 Chinese only)
2025.05.08 09:00 | Source: KGI Investment Strategy
Arista Networks (ANET US): 營收成長既有遠慮,亦有近憂 (Chinese only)
2025.05.08 09:00 | Source: KGI Investment Strategy
美國總體經濟:5月FOMC觀點:不確定提高之下貨幣政策保持耐心 Chinese only)
2025.05.08 09:00 | Source: KGI Investment Strategy
美國軟體產業 CSP財報通讀: 關稅短期衝擊尚不顯著,AI持續供不應求 Chinese only)
2025.05.07 09:00 | Source: KGI Investment Strategy
Apple (AAPL US): 關稅影響性雖降低,但仍將衝擊未來獲利表現 Chinese only)
2025.05.06 09:00 | Source: KGI Investment Strategy
Qualcomm (QCOM US): 營運表現雖優於預期,但非手機業務的成長仍需時間移轉 Chinese only)
2025.05.06 09:00 | Source: KGI Investment Strategy
美國運動休閒產業: Adidas財報通讀:美國關稅因應策略 Chinese only)
2025.05.02 09:00 | Source: KGI Investment Strategy
美股投資策略: 川普百日:S&P 500反彈至5,500-5,800為短期滿足點,後續是”Trump put”還是”Trumpet”影響打第二隻腳時間 Chinese only)
2025.04.30 09:00 | Source: KGI Investment Strategy
Comcast (CMCSA US): 進退維谷 Chinese only)
2025.04.28 09:00 | Source: KGI Investment Strategy
IBM (IBM US): 企業數位轉型與AI雲計算需求帶動營運成長 Chinese only)
2025.04.28 09:00 | Source: KGI Investment Strategy
Intel (INTC US): 轉折仍需要時間醞釀 (Chinese only)
2025.04.25 09:00 | Source: KGI Investment Strategy
Netflix (NFLX US): 兼具防禦性及成長能見度 (Chinese only)
2025.04.24 09:00 | Source: KGI Investment Strategy
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Warrant and CBBC Commentary
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