Research Reports
Applied Materials (AMAT US): 指引轉趨樂觀,上修2026年半導體設備指引 (Chinese only)
2026.02.13 09:00
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Source: KGI Investment Products and Solutions Department
Vertiv (VRT US): 訂單增速與FY2026財測均優於市場預期 (Chinese only)
2026.02.12 09:00
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Source: KGI Investment Products and Solutions Department
On Semiconductor (ON US): 評價應已反映體質改善與週期復甦題材 (Chinese only)
2026.02.10 09:00
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Source: KGI Investment Products and Solutions Department
ARM Holding (ARM US): 展望雖優於預期,但不確定性風險增加 (Chinese only)
2026.02.05 09:00
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Source: KGI Investment Products and Solutions Department
Flex (FLEX US): 資料中心電源產品為當前營運成長主要動能 (Chinese only)
2026.02.05 09:00
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Source: KGI Investment Products and Solutions Department
Qualcomm (QCOM US): 受記憶體產能排擠,手機成長受限 (Chinese only)
2026.02.05 09:00
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Source: KGI Investment Products and Solutions Department
Advanced Micro Devices (AMD US): 4Q25穩健收官,靜待MI450系列貢獻 (Chinese only)
2026.02.04 09:00
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Source: KGI Investment Products and Solutions Department
全球配置-美股策略: 短線擾動因素非由基本面因素引起,將今年S&P 500目標價調升至7,800點 (Chinese only)
2026.02.04 09:00
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Source: KGI Investment Products and Solutions Department
Super Micro Computer (SMCI US): 營收與獲利財測皆顯著優於市場共識 (Chinese only)
2026.02.04 09:00
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Source: KGI Investment Products and Solutions Department
Disney (DIS US): 獲利將集中於2H26 (Chinese only)
2026.02.03 09:00
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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
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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
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Source: KGI Investment Products and Solutions Department
美國總體經濟 1月FOMC觀點: 短期內不存在進一步降息條件 (Chinese only)
2026.01.29 09:00
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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
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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
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Source: KGI Investment Products and Solutions Department
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Warrant and CBBC Commentary
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