Research Reports
美國電子硬體產業: AI仍為2026年主軸,美股硬體個股首選Dell與Vertiv (Chinese only)
2026.03.13 09:00
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Source: KGI Investment Products and Solutions Department
美國軟體產業: 4Q25財報通讀: Bottom fishing三指標:評價、AI營運效率 & 事件催化劑 (Chinese only)
2026.03.12 09:00
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Source: KGI Investment Products and Solutions Department
Hewlett Packard Enterprise (HPE US): 記憶體漲價無礙訂單成長,AI伺服器營收可望回到季增 (Chinese only)
2026.03.11 09:00
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Source: KGI Investment Products and Solutions Department
美國軟體產業: 資料及分析: 資料引力強化資料庫與資料平臺之「水準整合」能力重要性 (Chinese only)
2026.03.11 09:00
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Source: KGI Investment Products and Solutions Department
美國軟體產業: CSP: OpenAI營收結構測算1Q26版本;私募信貸造成系統性風險機會不高 (Chinese only)
2026.03.09 09:00
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Source: KGI Investment Products and Solutions Department
Costco (COST US): 兼具防禦性與成長潛力 (Chinese only)
2026.03.06 09:00
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Source: KGI Investment Products and Solutions Department
Marvell Technology (MRVL US): oDSP抵銷ASIC疑慮,獲利前景轉強 (Chinese only)
2026.03.06 09:00
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Source: KGI Investment Products and Solutions Department
Broadcom (AVGO US): AI營收拚千億,正面回應市場質疑 (Chinese only)
2026.03.05 09:00
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Source: KGI Investment Products and Solutions Department
全球原物料投資策略: 荷姆茲海峽遭封鎖,短期油價上行風險遽增 (Chinese only)
2026.03.04 09:00
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Source: KGI Investment Products and Solutions Department
美國軟體產業: 電商 & O2O: OpenAI ACP/GOOGL UCP相繼推出,補足代理式商務基礎設施 (Chinese only)
2026.03.04 09:00
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Source: KGI Investment Products and Solutions Department
Dell (DELL US): FY2027 AI伺服器營收給予翻倍之展望,顯著優於預期 (Chinese only)
2026.03.02 09:00
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Source: KGI Investment Products and Solutions Department
美國軟體產業: 金融科技 & 支付: 每員工貢獻毛利或成衡量AI轉型的效率指標 (Chinese only)
2026.03.02 09:00
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Source: KGI Investment Products and Solutions Department
Nvidia (NVDA US): AI雜音中的定海神針 (Chinese only)
2026.02.26 09:00
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Source: KGI Investment Products and Solutions Department
Home Depot (HD US): 4Q25獲利衰退,房市回溫預期支撐評價 (Chinese only)
2026.02.25 09:00
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Source: KGI Investment Products and Solutions Department
HP Inc. (HPQ US): 記憶體漲價陰霾揮之不去 (Chinese only)
2026.02.25 09:00
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Source: KGI Investment Products and Solutions Department
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