Research Reports

美國軟體產業: 金融科技與支付: 逐漸成為AI-ready公司,惟核心指標尚未顯示結構性好轉 (Chinese only)
2025.11.10 09:00 | Source: KGI Investment Products and Solutions Department
Qualcomm (QCOM US): 財報亮眼但仍難掩長期結構性衰退 (Chinese only)
2025.11.06 09:00 | Source: KGI Investment Products and Solutions Department
Advanced Micro Devices (AMD US): 市場聚焦即將登場的AI投資大會 (Chinese only)
2025.11.05 09:00 | Source: KGI Investment Products and Solutions Department
Arista Networks (ANET US): 2026年營收年增20%目標不變 (Chinese only)
2025.11.05 09:00 | Source: KGI Investment Products and Solutions Department
Super Micro Computer (SMCI US): GB300短期處良率爬坡期,預期FY2027獲利加速成長 (Chinese only)
2025.11.05 09:00 | Source: KGI Investment Products and Solutions Department
On Semiconductor (ON US): 獲利率持續受SiC與業務重組影響 (Chinese only)
2025.11.04 09:00 | Source: KGI Investment Products and Solutions Department
Netflix (NFLX US): 3Q25財報利空創造逢低布局機會 (Chinese only)
2025.11.03 09:00 | Source: KGI Investment Products and Solutions Department
Apple (AAPL US): iPhone銷量與營收均優於預期 (Chinese only)
2025.10.31 09:00 | Source: KGI Investment Products and Solutions Department
Comcast (CMCSA US): 舉步維艱 (Chinese only)
2025.10.31 09:00 | Source: KGI Investment Products and Solutions Department
Nvidia (NVDA US): 第三季財報預覽: 人工智能的新賽局 (Chinese only)
2025.10.31 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 3Q25財報: 雲服務全線優於預期,AI算力供不應求時點再延長 (Chinese only)
2025.10.31 09:00 | Source: KGI Investment Products and Solutions Department
Boeing Co. (BA US): 2026起獲利加速回升 (Chinese only)
2025.10.30 09:00 | Source: KGI Investment Products and Solutions Department
美國總體經濟: 10月FOMC觀點: 聯準會鷹派降息引發未來降息預期放緩 (Chinese only)
2025.10.30 09:00 | Source: KGI Investment Products and Solutions Department
Flex ( FLEX US): 資料中心產品加速成長,有助營利率超越組裝同業表現 (Chinese only)
2025.10.30 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 數位廣告支出維持強勁,AI底蘊及渠道優勢之爭 (Chinese only)
2025.10.30 09:00 | Source: KGI Investment Products and Solutions Department
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Warrant and CBBC Commentary
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