Research Reports
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
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                                        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
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                                        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
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                                        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
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                                        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
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                                        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
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                                        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
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                                        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
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                                        Source: KGI Investment Products and Solutions Department
                                
                            Jabil (JBL US): AI仍為最大亮點 (Chinese only)
                                
                                    2025.06.19 09:00
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                                        Source: KGI Investment Products and Solutions Department
                                
                            Marvell Technology (MRVL US): 上修AI市場展望緩解供應鏈疑慮 (Chinese only)
                                
                                    2025.06.19 09:00
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                                        Source: KGI Investment Products and Solutions Department
                                
                            美國總體經濟: 6月FOMC觀點: 聯準會理事降息意見分歧 (Chinese only)
                                
                                    2025.06.19 09:00
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                                        Source: KGI Investment Products and Solutions Department
                                
                            全球原物料投資策略: 以伊開戰,但油價的「頂峰」可能已經過去 (Chinese only)
                                
                                    2025.06.18 09:00
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                                        Source: KGI Investment Products and Solutions Department
                                
                            美國硬體產業: 2H25展望: AI營收加速成長,供應鏈營運具上修潛力 (Chinese only)
                                
                                    2025.06.17 09:00
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                                        Source: KGI Investment Products and Solutions Department
                                
                            美股投資策略: 第3季買防禦、第4季買AI (Chinese only)
                                
                                    2025.06.17 09:00
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                                        Source: KGI Investment Products and Solutions Department
                                
                            美國軟體產業: 2H25展望:規劃層與資料聚合為發展Agentic AI瓶頸 (Chinese only)
                                
                                    2025.06.13 09:00
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                                        Source: KGI Investment Products and Solutions Department
                                
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