Research Reports
Amazon (AMZN US): 1Q26財報前瞻:OpenAI簽約狂潮 & TPU敘事或將發生在Anthropic & Trn (Chinese Only)
2026.04.20 09:00
全球配置-美股策略: 建議由防禦股重新移往AI主導的成長股,唯短期反彈漲多後續仍需謹慎佈局 (Chinese Only)
2026.04.20 09:00
Intel (INTC US): 國家隊集結 (Chinese Only)
2026.04.20 09:00
ASML Holding (ASML US): AI點火需求,EUV產能無虞 (Chinese Only)
2026.04.16 09:00
Bank of America Corporation (BAC US): 1Q26獲利優於預期,上修營運展望 (Chinese Only)
2026.04.16 09:00
Wells Fargo & Co. (WFC US): 1Q26獲利低於預期,預期2026F-27F淨利差提升不易 (Chinese Only)
2026.04.16 09:00
ASML Holding (ASML US): 1Q26財報預覽:關注營收指引變動與產能交付 (Chinese Only)
2026.04.10 09:00
Nike (NKE US): 營運復甦較預期緩慢 (Chinese only)
2026.04.01 09:00
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Source: KGI Investment Products and Solutions Department
美國軟體產業: CSP: 小龍蝦/Openclaw帶動Token消耗量攀升;中系模型MiniMax/GLM重要性亦因此提高 (Chinese only)
2026.03.26 09:00
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Source: KGI Investment Products and Solutions Department
ARM Holding (ARM US): CPU晶片首發,但仍有待市場驗證 (Chinese only)
2026.03.25 09:00
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Source: KGI Investment Products and Solutions Department
US Economy: March FOMC meeting: US–Iran tensions heighten economic uncertainty; FOMC more cautious on rate cut path
2026.03.19 09:00
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Source: KGI Investment Products and Solutions Department
Micron (MU US): 供給持續吃緊,價格上行趨勢延續 (Chinese only)
2026.03.19 09:00
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Source: KGI Investment Products and Solutions Department
Nvidia (NVDA US): 2026 GTC: 推論時代來臨,GPU不再是唯一焦點 (Chinese only)
2026.03.17 09:00
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Source: KGI Investment Products and Solutions Department
美國軟體產業: Biz App & Workflow: AI帶來的技術平權導致SaaS競爭加劇且漲價效應不在 (Chinese only)
2026.03.17 09:00
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Source: KGI Investment Products and Solutions Department
美國軟體產業: 3Q25財報前瞻: IT支出僅溫和復甦,Anthropic算力選擇左右CSP成長動能 (Chinese only)
2026.03.16 09:00
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Source: KGI Investment Products and Solutions Department
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