Research Reports

US strategy: We prefer consumer discretionary, consumer staples, financial & tech stocks
2025.06.12 09:00 | Source: KGI Investment Products and Solutions Department
Broadcom (AVGO US): AI ASIC接單能見度提升,營收穩步增長 (Chinese only)
2025.06.09 09:00 | Source: KGI Investment Products and Solutions Department
Lululemon (LULU US): FY25獲利衰退可能性升溫 (Chinese only)
2025.06.06 09:00 | Source: KGI Investment Products and Solutions Department
Disney (DIS US): 串流及郵輪為兩大長期成長動能 (Chinese only)
2025.06.05 09:00 | Source: KGI Investment Products and Solutions Department
Hewlett Packard Enterprise (HPE US): AI伺服器推動營運加速重返成長軌道 (Chinese only)
2025.06.05 09:00 | Source: KGI Investment Products and Solutions Department
Costco Wholesale (COST US): 高會員續約率凸顯競爭優勢 (Chinese only)
2025.06.03 09:00 | Source: KGI Investment Products and Solutions Department
Gap (GAP US): 關稅轉嫁能力低,獲利前景遭侵蝕 (Chinese only)
2025.06.03 09:00 | Source: KGI Investment Products and Solutions Department
Dell (DELL US): AI需求推動營運加速成長並優於市場共識 (Chinese only)
2025.06.02 09:00 | Source: KGI Investment Products and Solutions Department
Marvell Technology (MRVL US): 財報雖符合市場預期,但未能平息DSP/ASIC雜音 (Chinese only)
2025.06.02 09:00 | Source: KGI Investment Products and Solutions Department
HP Inc. (HPQ US): PC成長性下修、影印業務則面臨衰退壓力 (Chinese only)
2025.05.30 09:00 | Source: KGI Investment Products and Solutions Department
Nvidia (NVDA US): 短期利空大致已反應,輝達仍是AI生態系的核心 (Chinese only)
2025.05.29 09:00 | Source: KGI Investment Products and Solutions Department
美國類比半導體產業: 類比半導體週期性調整步入尾聲 Chinese only)
2025.05.26 09:00 | Source: KGI Investment Products and Solutions Department
Nvidia (NVDA US): NVLink串起輝達宇宙 Chinese only)
2025.05.23 09:00 | Source: KGI Investment Products and Solutions Department
Home Depot (HD US): 美國同店成長趨勢延續 Chinese only)
2025.05.22 09:00 | Source: KGI Investment Products and Solutions Department
Target Corp (TGT US): 營運持續面臨逆風 Chinese only)
2025.05.22 09:00 | Source: KGI Investment Products and Solutions Department
NEXT
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.