Research Reports

Disney (DIS US): 獲利將集中於2H26 (Chinese only)
2026.02.03 09:00 | Source: KGI Investment Products and Solutions Department
Apple (AAPL US): 毛利率在記憶體漲價下仍可望維持年增 (Chinese only)
2026.01.30 09:00 | Source: KGI Investment Products and Solutions Department
ASML Holding (ASML US): AI需求驅動訂單創高 (Chinese only)
2026.01.29 09:00 | Source: KGI Investment Products and Solutions Department
Tesla (TSLA US): 實體AI為發展圭臬,高資本支出將為新常態 (Chinese only)
2026.01.29 09:00 | Source: KGI Investment Products and Solutions Department
Netflix (NFLX US): 新興業務進展令人振奮 (Chinese only)
2026.01.26 09:00 | Source: KGI Investment Products and Solutions Department
Intel (IINTC US): 伺服器供不應求,然短期預期過高 (Chinese only)
2026.01.23 09:00 | Source: KGI Investment Products and Solutions Department
全球配置-美股策略: 1Q美股高檔震盪,把握市場輪動到價值股的投資機會 (Chinese only)
2026.01.21 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 4Q25財報前瞻: 算力供給決定CSP成長;自建風潮拖累SaaS採購動能 (Chinese only)
2026.01.21 09:00 | Source: KGI Investment Products and Solutions Department
ASML Holding (ASML US): 邏輯先進製程與記憶體需求旺盛,訂單能見度提高 (Chinese only)
2026.01.15 09:00 | Source: KGI Investment Products and Solutions Department
Bank of America Corporation (BAC.US): 4Q25獲利優於預期,2026F展望正向 (Chinese only)
2026.01.15 09:00 | Source: KGI Investment Products and Solutions Department
JPMorgan Chase & Co. (JPM US): 4Q25獲利受一次性提存影響,2026F營運展望略為保守 (Chinese only)
2026.01.14 09:00 | Source: KGI Investment Products and Solutions Department
Costco (COST US): 高性價比優勢明確 (Chinese only)
2025.12.16 09:00 | Source: KGI Investment Products and Solutions Department
Broadcom (AVGO US): ASIC龍頭地位穩固,AI營收持續高速成長 (Chinese only)
2025.12.12 09:00 | Source: KGI Investment Products and Solutions Department
美國總體經濟: 12月FOMC觀點: 如預期降息,超預期放錢 (Chinese only)
2025.12.11 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: Data & Analytics : AI-ready資料架構將加速企業決策及擴展速度 (Chinese only)
2025.12.11 09:00 | Source: KGI Investment Products and Solutions Department
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