Research Reports

Advanced Micro Devices (AMD US): 用戶端與資料中心強勁,但關稅與中美禁令壓抑獲利 Chinese only)
2025.05.08 09:00 | Source: KGI Investment Strategy
Arista Networks (ANET US): 營收成長既有遠慮,亦有近憂 (Chinese only)
2025.05.08 09:00 | Source: KGI Investment Strategy
美國總體經濟:5月FOMC觀點:不確定提高之下貨幣政策保持耐心 Chinese only)
2025.05.08 09:00 | Source: KGI Investment Strategy
美國軟體產業 CSP財報通讀: 關稅短期衝擊尚不顯著,AI持續供不應求 Chinese only)
2025.05.07 09:00 | Source: KGI Investment Strategy
Apple (AAPL US): 關稅影響性雖降低,但仍將衝擊未來獲利表現 Chinese only)
2025.05.06 09:00 | Source: KGI Investment Strategy
Qualcomm (QCOM US): 營運表現雖優於預期,但非手機業務的成長仍需時間移轉 Chinese only)
2025.05.06 09:00 | Source: KGI Investment Strategy
美國運動休閒產業: Adidas財報通讀:美國關稅因應策略 Chinese only)
2025.05.02 09:00 | Source: KGI Investment Strategy
美股投資策略: 川普百日:S&P 500反彈至5,500-5,800為短期滿足點,後續是”Trump put”還是”Trumpet”影響打第二隻腳時間 Chinese only)
2025.04.30 09:00 | Source: KGI Investment Strategy
Comcast (CMCSA US): 進退維谷 Chinese only)
2025.04.28 09:00 | Source: KGI Investment Strategy
IBM (IBM US): 企業數位轉型與AI雲計算需求帶動營運成長 Chinese only)
2025.04.28 09:00 | Source: KGI Investment Strategy
Intel (INTC US): 轉折仍需要時間醞釀 (Chinese only)
2025.04.25 09:00 | Source: KGI Investment Strategy
Netflix (NFLX US): 兼具防禦性及成長能見度 (Chinese only)
2025.04.24 09:00 | Source: KGI Investment Strategy
美國總體經濟_論美國發行百年零息債券之可行性: 美國不易發行百年零息債,中長天期低票息債較為可能 (Chinese only)
2025.04.24 09:00 | Source: Investment Products and Solutions Department
Tesla (TSLA US): 2025年銷量衰退難避免;FSD、Optimus進度如期 (Chinese only)
2025.04.24 09:00 | Source: Investment Products and Solutions Department
美國軟體產業 1Q25財報前瞻: 關稅短期的直接衝擊已初步反應,惟AI降級更令人擔憂 (Chinese only)
2025.04.23 09:00 | Source: Investment Products and Solutions Department
NEXT
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.