Research Reports
美國總體經濟: 7月FOMC觀點: 聯準會亦陷入高度不確定 (Chinese only)
2025.07.31 09:00
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Source: KGI Investment Products and Solutions Department
美國金融產業: 2H25F利率調整及資本鬆綁將提升美國大型銀行獲利動能 (Chinese only)
2025.07.31 09:00
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Source: KGI Investment Products and Solutions Department
Qualcomm (QCOM US): 中短期手機承壓未解,資料中心貢獻尚遠 (Chinese only)
2025.07.31 09:00
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Source: KGI Investment Products and Solutions Department
美國軟體產業 2Q25財報: 數位廣告支出強勁,AI讓長尾場景得到變現 (Chinese only)
2025.07.31 09:00
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Source: KGI Investment Products and Solutions Department
Flex (FLEX US): 當前評價已反應公司資料中心產品之成長性 (Chinese only)
2025.07.25 09:00
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Source: KGI Investment Products and Solutions Department
Intel (INTC US): 重大策略調整仍待時間證明 (Chinese only)
2025.07.25 09:00
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Source: KGI Investment Products and Solutions Department
Boeing Co. (BA US): 營運朝向上升趨勢 (Chinese only)
2025.07.24 09:00
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Source: KGI Investment Products and Solutions Department
Micron (MU US): HBM驅動的成長故事暫歇 (Chinese only)
2025.07.23 09:00
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Source: KGI Investment Products and Solutions Department
Texas Instruments (TXN US): 週期反轉但關稅不確定性仍存在 (Chinese only)
2025.07.23 09:00
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Source: KGI Investment Products and Solutions Department
美股投資策略: 市場有些輕忽而過度自滿,這波股市漲勢將暫畫休止符 (Chinese only)
2025.07.22 09:00
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Source: KGI Investment Products and Solutions Department
Netflix (NFLX US): 成長前景依然向好,評價過高 (Chinese only)
2025.07.21 09:00
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Source: KGI Investment Products and Solutions Department
美國軟體產業: 2Q25財報前瞻: 關稅尚未造成顯著傷害但標準已提高,聚焦落後補漲契機 (Chinese only)
2025.07.21 09:00
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Source: KGI Investment Products and Solutions Department
ASML Holding (ASML US): 2Q25財報優於預期,但難掩成長壓力 (Chinese only)
2025.07.18 09:00
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Source: KGI Investment Products and Solutions Department
JPMorgan Chase & Co. (JPM US): 2Q25獲利優於預期,小幅上修2025F展望 (Chinese only)
2025.07.17 09:00
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Source: KGI Investment Products and Solutions Department
Wells Fargo & Co. (WFC US): 2Q25獲利優於預期,但下修2025F淨利息收入至持平 (Chinese only)
2025.07.17 09:00
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Source: KGI Investment Products and Solutions Department
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