Research Reports

美國軟體產業: 4Q25財報前瞻: 算力供給決定CSP成長;自建風潮拖累SaaS採購動能 (Chinese only)
2026.01.21 09:00 | Source: KGI Investment Products and Solutions Department
ASML Holding (ASML US): 邏輯先進製程與記憶體需求旺盛,訂單能見度提高 (Chinese only)
2026.01.15 09:00 | Source: KGI Investment Products and Solutions Department
Bank of America Corporation (BAC.US): 4Q25獲利優於預期,2026F展望正向 (Chinese only)
2026.01.15 09:00 | Source: KGI Investment Products and Solutions Department
JPMorgan Chase & Co. (JPM US): 4Q25獲利受一次性提存影響,2026F營運展望略為保守 (Chinese only)
2026.01.14 09:00 | Source: KGI Investment Products and Solutions Department
Costco (COST US): 高性價比優勢明確 (Chinese only)
2025.12.16 09:00 | Source: KGI Investment Products and Solutions Department
Broadcom (AVGO US): ASIC龍頭地位穩固,AI營收持續高速成長 (Chinese only)
2025.12.12 09:00 | Source: KGI Investment Products and Solutions Department
美國總體經濟: 12月FOMC觀點: 如預期降息,超預期放錢 (Chinese only)
2025.12.11 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: Data & Analytics : AI-ready資料架構將加速企業決策及擴展速度 (Chinese only)
2025.12.11 09:00 | Source: KGI Investment Products and Solutions Department
Synopsys (SNPS US): 營運與展望優於預期,有望緩解市場擔憂 (Chinese only)
2025.12.11 09:00 | Source: KGI Investment Products and Solutions Department
Intel (INTC US): 紫氣東來,IFS將迎來轉機 (Chinese only)
2025.12.09 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: Cybersecurity & Observability: 次世代資安 & 可觀測性平台將持續整併產業預算 (Chinese only)
2025.12.09 09:00 | Source: KGI Investment Products and Solutions Department
美國半導體產業: AI結構性成長深化半導體週期 (Chinese only)
2025.12.08 09:00 | Source: KGI Investment Products and Solutions Department
Hewlett Packard Enterprise (HPE US): 短期調整拉貨無礙FY2026 AI伺服器上行趨勢 (Chinese only)
2025.12.05 09:00 | Source: KGI Investment Products and Solutions Department
美股產業量化視角: 看好醫療、工業、科技、非必需消費、必需消費、能源 (Chinese only)
2025.12.05 09:00 | Source: KGI Investment Products and Solutions Department
Marvell Technology (MRVL US): ASIC與oDSP業務回暖,但長期增長能存疑 (Chinese only)
2025.12.03 09:00 | Source: KGI Investment Products and Solutions Department
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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.