Research Reports

Comcast (CMCSA US): 舉步維艱 (Chinese only)
2025.10.31 09:00 | Source: KGI Investment Products and Solutions Department
美國總體經濟: 10月FOMC觀點: 聯準會鷹派降息引發未來降息預期放緩 (Chinese only)
2025.10.30 09:00 | Source: KGI Investment Products and Solutions Department
TE Connectivity (TEL US): 車用展望仍平緩,AI難撐大局 (Chinese only)
2025.10.30 09:00 | Source: KGI Investment Products and Solutions Department
NXP Semiconductors (NXPI US): 財報符合預期,看好復蘇持續 (Chinese only)
2025.10.29 09:00 | Source: KGI Investment Products and Solutions Department
Intel (INTC US): 財務持續復甦,然仍不足以扭轉競爭態勢 (Chinese only)
2025.10.24 09:00 | Source: KGI Investment Products and Solutions Department
Tesla (TSLA US): 3Q25財報落後,但FSD進展順利 (Chinese only)
2025.10.23 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 3Q25財報前瞻: IT支出僅溫和復甦,Anthropic算力選擇左右CSP成長動能 (Chinese only)
2025.10.21 09:00 | Source: KGI Investment Products and Solutions Department
Advanced Micro Devices (AMD US): AMD與Open AI合作,斬獲百億美元大單 (Chinese only)
2025.10.13 09:00 | Source: KGI Investment Products and Solutions Department
美股產業量化視角: 看好金融、工業、醫療保健、科技、公用事業 (Chinese only)
2025.10.09 09:00 | Source: KGI Investment Products and Solutions Department
Nike (NKE US): 復甦之路顛簸 (Chinese only)
2025.10.01 09:00 | Source: KGI Investment Products and Solutions Department
Costco (COST US): 會員收入加速成長 (Chinese only)
2025.09.26 09:00 | Source: KGI Investment Products and Solutions Department
Jabil (JBL US): AI營收雖維持成長性,但供貨市佔具下滑之隱憂 (Chinese only)
2025.09.26 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 2030 CSP規模格局:Azure >= AWS, OCI >= GCP;OpenAI營收成本結構測算 & 監測指標 (Chinese only)
2025.09.25 09:00 | Source: KGI Investment Products and Solutions Department
Micron (MU US): 迎接内存超级循环 (Chinese only)
2025.09.24 09:00 | Source: KGI Investment Products and Solutions Department
全球配置-美股策略: 美企降成本優勢難延續+貨幣政策寬鬆不如預期,美股4Q仍面臨修正風險 (Chinese only)
2025.09.22 09:00 | Source: KGI Investment Products and Solutions Department
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