Research Reports

美股策略 – Fundstrat觀點: 美國與伊朗簽署臨時協議,股市受到提振 (Chinese only)
2026.06.25 09:00
Micron (MU US): 能見度延伸至2028年後 (Chinese only)
2026.06.25 09:00
美國電子硬體與衛星產業: 2026 下半年展望: VR將步入量產,通用型伺服器與商務PC也可望延續高獲利 (Chinese only)
2026.06.23 09:00
Apple (AAPL US): 預期在新款iPhone漲價下,銷量將自年增轉為年減 (Chinese only)
2026.06.22 09:00
美國總體經濟: 6月FOMC觀點: Fed立場透露出更多緊縮意味 Chinese only)
2026.06.18 09:00 | Source: KGI Investment Products and Solutions Department
2H26全球投資展望: 美國經濟投資驅動趨勢成形、全球製造業復甦利多經濟;股市AI題材仍是重點,尤其看好美股與新興亞股 Chinese only)
2026.06.18 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: Biz App & Workflow: AI變現進入驗證期,短期市場將聚焦訂閱加速與成長品質 Chinese only)
2026.06.15 09:00 | Source: KGI Investment Products and Solutions Department
Rocket Lab (RKLB US): SpaceX轉移重心下的受惠者,拓展中型火箭市場商機 Chinese only)
2026.06.11 09:00 | Source: KGI Investment Products and Solutions Department
美國衛星產業: 讓寬頻通訊無遠弗屆的最後一哩路 Chinese only)
2026.06.11 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 資料基礎設施 & 邊緣平台: Agentic AI需求持續升溫,企業資料平台與基礎設施同步受惠 Chinese only)
2026.06.11 09:00 | Source: KGI Investment Products and Solutions Department
SpaceX (SPCX US): 挾火箭技術與成本優勢向全球提供衛星相關服務 Chinese only)
2026.06.11 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: AI顛覆論受害者吹起反攻號角? Chinese only)
2026.06.05 09:00 | Source: KGI Investment Products and Solutions Department
Broadcom (AVGO US): AI指引略顯平淡,但後續增長可期 Chinese only)
2026.06.04 09:00 | Source: KGI Investment Products and Solutions Department
美國運動休閒產業: 2H26展望:消費分極趨勢延伸 Chinese only)
2026.06.03 09:00 | Source: KGI Investment Products and Solutions Department
Credo (CRDO US): 在光通訊市場占有一席之地 Chinese only)
2026.06.02 09:00 | Source: KGI Investment Products and Solutions Department
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Warrant and CBBC Commentary
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