Research Reports
全球配置-美股策略: 期中選舉民主黨拿下參眾兩院機率增,但無須過度擔憂府會僵局,反而10月初開始不確定性漸去除可以尋找買點 Chinese only)
2026.10.02 00:00
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Source: KGI Investment Products and Solutions Department
美股策略 – Fundstrat觀點: 儘管殖利率攀升突破5%,市場對美股之偏好仍延續 Chinese only)
2026.10.02 00:00
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Source: KGI Investment Products and Solutions Department
Micron (MU US): 財報與展望均難以挑剔 Chinese only)
2026.10.01 00:00
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Source: KGI Investment Products and Solutions Department
美國衛星產業: 近況更新: SpaceX與Rocket Lab皆加速測試下一代火箭並提升成本優勢 Chinese only)
2026.09.30 00:00
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Source: KGI Investment Products and Solutions Department
美國總體經濟: 9月FOMC觀點: 無異議升息一碼,點陣圖顯示FOMC對通膨逐漸不耐煩 Chinese only)
2026.09.17 00:00
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Source: KGI Investment Products and Solutions Department
美國總體經濟: 迴圈和結構趨勢皆不利長天期美債殖利率走降 Chinese only)
2026.09.15 00:00
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Source: KGI Investment Products and Solutions Department
全球配置-美股策略: 短線採取防禦投資,同時把握類股輪動機會,待3Q26財報季開展與期中選舉結束後,美股將走出泥淖並重回AI Chinese only)
2026.09.15 00:00
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Source: KGI Investment Products and Solutions Department
美國軟體產業: Biz App & Workflow: AI變現持續深化,增購、訂閱升級及cross-sell為成長主軸 Chinese only)
2026.09.14 09:00
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Source: KGI Investment Products and Solutions Department
美國軟體產業: 資料基礎設施 & 邊緣平台: 資料基礎設施持需求續加速轉化,惟受惠AI的節奏有先後 Chinese only)
2026.09.11 09:00
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Source: KGI Investment Products and Solutions Department
美股策略 – Fundstrat觀點: 升息疑慮若緩解,美股有望克服期中選舉前較弱季節性 Chinese only)
2026.09.10 09:00
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Source: KGI Investment Products and Solutions Department
美國運動休閒產業: 庫存天數驟升,銷售競爭加劇 Chinese only)
2026.09.09 09:00
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Source: KGI Investment Products and Solutions Department
美國軟體產業: 資訊安全及可觀測性: AI持續驅動平台整併,AIDC與Agentic AI需求同步升溫 Chinese only)
2026.09.04 09:00
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Source: KGI Investment Products and Solutions Department
Hewlett Packard Enterprise (HPE US): FY2027 AI伺服器營收增速仍具逐步轉強之動能 Chinese only)
2026.09.03 09:00
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Source: KGI Investment Products and Solutions Department
Credo (CRDO US): AEC出貨維持高速成長並將開始供應1.6T規格 Chinese only)
2026.09.02 09:00
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Source: KGI Investment Products and Solutions Department
Dell (DELL US): AI伺服器積壓訂單季增85%,營收展望再次優於預期 Chinese only)
2026.09.02 09:00
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Source: KGI Investment Products and Solutions Department
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