Research Reports

Credo (CRDO US): 在光通訊市場占有一席之地 Chinese only)
2026.06.02 09:00 | Source: KGI Investment Products and Solutions Department
Hewlett Packard Enterprise (HPE US): 伺服器需求升溫帶動定價能力與獲利性優於預期 Chinese only)
2026.06.02 09:00 | Source: KGI Investment Products and Solutions Department
Dell (DELL US): AI伺服器營收與PC營利率展望均顯著優於預期 Chinese only)
2026.05.29 09:00 | Source: KGI Investment Products and Solutions Department
Marvell Technology (MRVL US): oDSP需求強勁,ASIC接續成長 Chinese only)
2026.05.28 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 1Q26財報通讀: GOOGL I/O缺乏驚喜,SaaS末日論評價收縮大於基本面下修 Chinese only)
2026.05.27 09:00 | Source: KGI Investment Products and Solutions Department
Home Depot (HD US): 利率上揚,房市逆風恐持續更久 (Chinese Only)
2026.05.21 09:00
Nvidia (NVDA US): 新的TAM是否能夠重塑AI 敘事 (Chinese Only)
2026.05.21 09:00
Target Corp (TGT US): 通膨壓力仍在 (Chinese Only)
2026.05.21 09:00
Analog Device (ADI US): 2Q26財報亮眼,營收創高及展望佳 (Chinese Only)
2026.05.20 09:00
全球配置-美股策略: 投資驅動的格局推動循環股表現機會,推薦科技、通訊、原物料、工業與公用事業類股 (Chinese Only)
2026.05.20 09:00
Nvidia (NVDA US): 第一季財報會議預覽: 需求強勁但生產雜音不斷 (Chinese Only)
2026.05.18 09:00
Applied Materials (AMAT US): 二次上修全年半導體設備營收指引 (Chinese Only)
2026.05.15 09:00
美國軟體產業: 電商 & O2O: AI購物聚焦商品發現,交易及履約回到平台基礎設施 (Chinese Only)
2026.05.15 09:00
美國軟體產業: 資料基礎設施 & 邊緣平台: 企業AI部署加速,workflow orchestration與邊緣平台需求升溫 (Chinese Only)
2026.05.14 09:00
美國軟體產業: 電商 & O2O: 自駕擴張/AI去中介化疑慮持續,平台護城河仍在履約閉環 (Chinese Only)
2026.05.13 09:00
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