Research Reports
美股投資策略: 川普百日:S&P 500反彈至5,500-5,800為短期滿足點,後續是”Trump put”還是”Trumpet”影響打第二隻腳時間 Chinese only)
2025.04.30 09:00
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Source: KGI Investment Strategy
Comcast (CMCSA US): 進退維谷 Chinese only)
2025.04.28 09:00
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Source: KGI Investment Strategy
IBM (IBM US): 企業數位轉型與AI雲計算需求帶動營運成長 Chinese only)
2025.04.28 09:00
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Source: KGI Investment Strategy
Intel (INTC US): 轉折仍需要時間醞釀 (Chinese only)
2025.04.25 09:00
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Source: Investment Products and Solutions Department
Netflix (NFLX US): 兼具防禦性及成長能見度 (Chinese only)
2025.04.24 09:00
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Source: Investment Products and Solutions Department
美國總體經濟_論美國發行百年零息債券之可行性: 美國不易發行百年零息債,中長天期低票息債較為可能 (Chinese only)
2025.04.24 09:00
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Source: Investment Products and Solutions Department
Tesla (TSLA US): 2025年銷量衰退難避免;FSD、Optimus進度如期 (Chinese only)
2025.04.24 09:00
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Source: Investment Products and Solutions Department
美國軟體產業 1Q25財報前瞻: 關稅短期的直接衝擊已初步反應,惟AI降級更令人擔憂 (Chinese only)
2025.04.23 09:00
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Source: Investment Products and Solutions Department
美股投資策略: 景氣是否發生衰退是這波股市下跌時間與空間的關鍵;在Fed put門檻頗高情況下,見到反彈應站在賣方而非買方 (Chinese only)
2025.04.22 09:00
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Source: Investment Products and Solutions Department
ARM Holding (ARM US): AI貢獻不如預期,消費性產品仍為營收主力 (Chinese only)
2025.04.16 09:00
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Source: Investment Products and Solutions Department
JPMorgan Chase & Co. (JPM US): 資本強健之美國金融龍頭,但2025F獲利成長不易(Chinese only)
2025.04.16 09:00
美股投資策略: 趁空頭反彈積極調整持股 (Chinese only)
2025.04.16 09:00
Apple (AAPL US): 關稅戰失算,iPhone銷量具下滑之風險 (Chinese only)
2025.04.08 09:00
全球投資策略 - 原物料市場: 美國”解放日”後的原物料市場,黃金依然是首選 (Chinese only)
2025.04.07 09:00
美國軟體產業: OpenAI/NotebookLM/AWS支援MCP;GPT-4o image generation創造吉卜力圖片生成熱潮帶來新用戶 (Chinese only)
2025.04.03 09:00
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Warrant and CBBC Commentary
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