Research Reports

美國軟體產業: 電商 & O2O: 自駕擴張/AI Coding重塑平臺價值? 外送端較具備護城河 (Chinese only)
2026.02.24 09:00 | Source: KGI Investment Products and Solutions Department
Analog Device (ADI US): 漲價帶動展望,財測驚豔市場 (Chinese only)
2026.02.23 09:00 | Source: KGI Investment Products and Solutions Department
Cadence (CDNS US): 積壓訂單新高,AI 變現模式多元 (Chinese only)
2026.02.23 09:00 | Source: KGI Investment Products and Solutions Department
Dell (DELL US): AI需求有利於Dell釋出正向之FY2027財測 (Chinese only)
2026.02.23 09:00 | Source: KGI Investment Products and Solutions Department
美國網通產業: 明確指引方能增強信心 (Chinese only)
2026.02.23 09:00 | Source: KGI Investment Products and Solutions Department
Nvidia (NVDA US): 第四季財報預覽: 當alpha變成beta (Chinese only)
2026.02.23 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 數位廣告&娛樂: GOOGL/META以外的成效型廣告替代業者亦享受結構性順風 (Chinese only)
2026.02.23 09:00 | Source: KGI Investment Products and Solutions Department
Walmart (WMT US): 獲利結構持續優化 (Chinese only)
2026.02.23 09:00 | Source: KGI Investment Products and Solutions Department
Applied Materials (AMAT US): 指引轉趨樂觀,上修2026年半導體設備指引 (Chinese only)
2026.02.13 09:00 | Source: KGI Investment Products and Solutions Department
Vertiv (VRT US): 訂單增速與FY2026財測均優於市場預期 (Chinese only)
2026.02.12 09:00 | Source: KGI Investment Products and Solutions Department
On Semiconductor (ON US): 評價應已反映體質改善與週期復甦題材 (Chinese only)
2026.02.10 09:00 | Source: KGI Investment Products and Solutions Department
ARM Holding (ARM US): 展望雖優於預期,但不確定性風險增加 (Chinese only)
2026.02.05 09:00 | Source: KGI Investment Products and Solutions Department
Flex (FLEX US): 資料中心電源產品為當前營運成長主要動能 (Chinese only)
2026.02.05 09:00 | Source: KGI Investment Products and Solutions Department
Qualcomm (QCOM US): 受記憶體產能排擠,手機成長受限 (Chinese only)
2026.02.05 09:00 | Source: KGI Investment Products and Solutions Department
Advanced Micro Devices (AMD US): 4Q25穩健收官,靜待MI450系列貢獻 (Chinese only)
2026.02.04 09:00 | Source: KGI Investment Products and Solutions Department
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Warrant and CBBC Commentary
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