Research Reports
On Semiconductor (ON US): 獲利率持續受SiC與業務重組影響 (Chinese only)
2025.11.04 09:00
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Source: KGI Investment Products and Solutions Department
Netflix (NFLX US): 3Q25財報利空創造逢低布局機會 (Chinese only)
2025.11.03 09:00
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Source: KGI Investment Products and Solutions Department
Apple (AAPL US): iPhone銷量與營收均優於預期 (Chinese only)
2025.10.31 09:00
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Source: KGI Investment Products and Solutions Department
Comcast (CMCSA US): 舉步維艱 (Chinese only)
2025.10.31 09:00
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Source: KGI Investment Products and Solutions Department
Nvidia (NVDA US): 第三季財報預覽: 人工智能的新賽局 (Chinese only)
2025.10.31 09:00
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Source: KGI Investment Products and Solutions Department
美國軟體產業: 3Q25財報: 雲服務全線優於預期,AI算力供不應求時點再延長 (Chinese only)
2025.10.31 09:00
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Source: KGI Investment Products and Solutions Department
Boeing Co. (BA US): 2026起獲利加速回升 (Chinese only)
2025.10.30 09:00
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Source: KGI Investment Products and Solutions Department
美國總體經濟: 10月FOMC觀點: 聯準會鷹派降息引發未來降息預期放緩 (Chinese only)
2025.10.30 09:00
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Source: KGI Investment Products and Solutions Department
Flex ( FLEX US): 資料中心產品加速成長,有助營利率超越組裝同業表現 (Chinese only)
2025.10.30 09:00
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Source: KGI Investment Products and Solutions Department
美國軟體產業: 數位廣告支出維持強勁,AI底蘊及渠道優勢之爭 (Chinese only)
2025.10.30 09:00
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Source: KGI Investment Products and Solutions Department
TE Connectivity (TEL US): 車用展望仍平緩,AI難撐大局 (Chinese only)
2025.10.30 09:00
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Source: KGI Investment Products and Solutions Department
NXP Semiconductors (NXPI US): 財報符合預期,看好復蘇持續 (Chinese only)
2025.10.29 09:00
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Source: KGI Investment Products and Solutions Department
Intel (INTC US): 財務持續復甦,然仍不足以扭轉競爭態勢 (Chinese only)
2025.10.24 09:00
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Source: KGI Investment Products and Solutions Department
Tesla (TSLA US): 3Q25財報落後,但FSD進展順利 (Chinese only)
2025.10.23 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)
2025.10.21 09:00
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Source: KGI Investment Products and Solutions Department
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