Research Reports

Disney (DIS US): 2Q26財報亮眼,DTC獲利首次超越有線電視 (Chinese Only)
2026.05.07 09:00
Advanced Micro Devices (AMD US): 雙軌並進:CPU續強,GPU營收將至 (Chinese Only)
2026.05.06 09:00
On Semiconductor (ON US): 營運走出低谷,但評價已反映相關預期 (Chinese Only)
2026.05.05 09:00
Qualcomm (QCOM US): 展望疲軟,但股價因資料中心反彈 (Chinese Only)
2026.05.04 09:00
Apple (AAPL US): iPhone銷售優於預期,記憶體漲價無礙獲利成長 (Chinese Only)
2026.05.01 09:00
美國總體經濟: 4月FOMC觀點: 如預期維持利率不變,但會議聲明裡透露著一絲鷹派 (Chinese Only)
2026.04.30 09:00
美國軟體產業: CSP: 另一個訂單源源湧入的季度,TPU & Trn成為市場寵兒 (Chinese Only)
2026.04.30 09:00
Cadence (CDNS US): 2H26雖略顯平淡,但上調全年營收展望 (Chinese Only)
2026.04.28 09:00
美國軟體產業: 1Q26財報前瞻: 美伊戰爭帶來部分短期衝擊,審視Agentic AI轉型契機 (Chinese Only)
2026.04.27 09:00
Advanced Micro Devices (AMD US): 財報預覽:GPU與CPU雙成長引擎 (Chinese Only)
2026.04.24 09:00
Intel (INTC US): CPU重回舞台中心 (Chinese Only)
2026.04.24 09:00
Lam Research (LRCX US): 2H26營收將持續創高 (Chinese Only)
2026.04.23 09:00
Tesla (TSLA US): 再次調高資本支出預期 (Chinese Only)
2026.04.23 09:00
Texas Instruments (TXN US): 基本面轉佳,但評價應已反映 (Chinese Only)
2026.04.23 09:00
Vertiv (VRT US): 資料中心需求升溫使營運展望仍具上修空間 (Chinese Only)
2026.04.23 09:00
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