Research Reports
Nike (NKE US): 營運復甦較預期緩慢 (Chinese only)
2026.04.01 09:00
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Source: KGI Investment Products and Solutions Department
美國軟體產業: CSP: 小龍蝦/Openclaw帶動Token消耗量攀升;中系模型MiniMax/GLM重要性亦因此提高 (Chinese only)
2026.03.26 09:00
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Source: KGI Investment Products and Solutions Department
ARM Holding (ARM US): CPU晶片首發,但仍有待市場驗證 (Chinese only)
2026.03.25 09:00
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Source: KGI Investment Products and Solutions Department
US Economy: March FOMC meeting: US–Iran tensions heighten economic uncertainty; FOMC more cautious on rate cut path
2026.03.19 09:00
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Source: KGI Investment Products and Solutions Department
Micron (MU US): 供給持續吃緊,價格上行趨勢延續 (Chinese only)
2026.03.19 09:00
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Source: KGI Investment Products and Solutions Department
Nvidia (NVDA US): 2026 GTC: 推論時代來臨,GPU不再是唯一焦點 (Chinese only)
2026.03.17 09:00
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Source: KGI Investment Products and Solutions Department
美國軟體產業: Biz App & Workflow: AI帶來的技術平權導致SaaS競爭加劇且漲價效應不在 (Chinese only)
2026.03.17 09:00
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Source: KGI Investment Products and Solutions Department
美國軟體產業: 3Q25財報前瞻: IT支出僅溫和復甦,Anthropic算力選擇左右CSP成長動能 (Chinese only)
2026.03.16 09:00
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Source: KGI Investment Products and Solutions Department
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
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Warrant and CBBC Commentary
Get the latest commentary and insights on Warrant and CBBC, also read detailed market analysis and news provided by KGI Asia.