Research Reports

Home Depot (HD US): 2H26成本上升對毛利率壓力將更加具體 Chinese only)
2026.08.19 09:00 | Source: KGI Investment Products and Solutions Department
Nvidia (NVDA US): 第二季財報會議預覽: 更多的生產雜音 Chinese only)
2026.08.19 09:00 | Source: KGI Investment Products and Solutions Department
美國光通產業: 光收發模組升級,OCS、CPO將接棒 Chinese only)
2026.08.18 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 電商 & O2O: AI助攻電商轉換率及營運效率提升,獲利品質成為分水嶺 Chinese only)
2026.08.18 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業 資料基礎設施 & 邊緣平台: AI應用規模化驅動推論、邊緣與治理需求擴張 Chinese only)
2026.08.13 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 電商 & O2O: 外送需求優於乘車,Robotaxi監管與供給同步推進 Chinese only)
2026.08.12 09:00 | Source: KGI Investment Products and Solutions Department
Rocket Lab (RKLB US): 憑藉Neutron拓展火箭發射任務承接能力 (Chinese only)
2026.08.11 09:00 | Source: KGI Investment Products and Solutions Department
美股策略 – Fundstrat觀點: 科技股上週重拾動能,企業獲利與通膨走勢成為美股續攻關鍵 (Chinese only)
2026.08.11 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 數位廣告 & 娛樂: AI模型迭代驅動廣告效率提升,成效與流量分化加劇 (Chinese only)
2026.08.10 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 金融科技 & 支付: 交易業務不慍不火,V/MA不失為防禦性選擇 (Chinese only)
2026.08.07 09:00 | Source: KGI Investment Products and Solutions Department
Disney (DIS US): SVOD獲利成長翻倍 (Chinese only)
2026.08.06 09:00 | Source: KGI Investment Products and Solutions Department
Sandisk (SNDK US): 2027年NAND供需缺口將延續 (Chinese only)
2026.08.06 09:00 | Source: KGI Investment Products and Solutions Department
美股策略 – Fundstrat觀點: 美日聯手干預日圓,對美股、美債是利多還是利空? (Chinese only)
2026.08.06 09:00 | Source: KGI Investment Products and Solutions Department
美国总体经济: Fed观点:论Fed五大工作小组之结构性影响 (Chinese only)
2026.08.05 09:00 | Source: KGI Investment Products and Solutions Department
SpaceX (SPCX US): Starship將成為公司鞏固火箭與衛星通訊市場寡占優勢的利器 (Chinese only)
2026.08.05 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.