Research Reports
美國軟體產業: 2026年度展望: K型復蘇,天下武功唯快不破 (Chinese only)
2025.12.03 09:00
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Source: KGI Investment Products and Solutions Department
美國運動休閒產業: 2026年展望:消費結構改變 (Chinese only)
2025.12.02 09:00
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Source: KGI Investment Products and Solutions Department
Analog Device (ADI US): 展望優於預期,2026年各領域將持續增長 (Chinese only)
2025.11.26 09:00
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Source: KGI Investment Products and Solutions Department
Dell (DELL US): AI伺服器成長性足以抵消記憶體漲價衝擊 (Chinese only)
2025.11.26 09:00
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Source: KGI Investment Products and Solutions Department
美國IP/EDA產業: AI晶片設計推動EDA/IP產業成長 (Chinese only)
2025.11.26 09:00
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Source: KGI Investment Products and Solutions Department
美國半導體產業: TPU vs. GPU: AI晶片賽局不是零和遊戲 (Chinese only)
2025.11.26 09:00
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Source: KGI Investment Products and Solutions Department
美國軟體產業: CSP: AI永動機逆轉? Gemini贏者全拿、表外融資、折舊質疑出現 (Chinese only)
2025.11.24 09:00
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Source: KGI Investment Products and Solutions Department
Nvidia (NVDA US): 全村的希望 (Chinese only)
2025.11.20 09:00
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Source: KGI Investment Products and Solutions Department
Target Corp (TGT US): 短期獲利難逃衰退 (Chinese only)
2025.11.20 09:00
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Source: KGI Investment Products and Solutions Department
Home Depot (HD US): 非必需品消費緊縮蔓延 (Chinese only)
2025.11.19 09:00
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Source: KGI Investment Products and Solutions Department
Disney (DIS US): 短期逆風無妨長期成長 (Chinese only)
2025.11.18 09:00
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Source: KGI Investment Products and Solutions Department
美國軟體產業: 3Q25財報通讀與指引: 商用軟體表現開始相對消費性網路突出 (Chinese only)
2025.11.18 09:00
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Source: KGI Investment Products and Solutions Department
Applied Materials (AMAT US): 2026年財年平淡,仍需觀察市佔率流失問題 (Chinese only)
2025.11.14 09:00
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Source: KGI Investment Products and Solutions Department
Cisco (CSCO US): AI需求加速 (Chinese only)
2025.11.13 09:00
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Source: KGI Investment Products and Solutions Department
美國軟體產業: 電商與O2O: 消費強勁無虞,惟維持穩固地位的投資傷害短期利潤 (Chinese only)
2025.11.12 09:00
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Source: KGI Investment Products and Solutions Department
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Warrant and CBBC Commentary
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