Research Reports
美國總體經濟: 9月FOMC觀點: Fed不再緊縮,但非轉趨寬鬆 (Chinese only)
2025.09.18 09:00
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Source: KGI Investment Products and Solutions Department
美國軟體產業 Biz App & Workflow: AI is eating Software擔憂揮之不去,靜待AI營收佔比提高 (Chinese only)
2025.09.12 09:00
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Source: KGI Investment Products and Solutions Department
美股電子硬體產業: 短期雖步入產品轉換期,仍無礙長期AI營收上修趨勢 (Chinese only)
2025.09.10 09:00
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Source: KGI Investment Products and Solutions Department
美國資訊安全產業: 零信任與平台化業者加速搶奪市占,評價已回到相對舒適區 (Chinese only)
2025.09.10 09:00
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Source: KGI Investment Products and Solutions Department
美股產業量化視角: 看好公用事業、通訊服務、金融、非必需消費類股 (Chinese only)
2025.09.08 09:00
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Source: KGI Investment Products and Solutions Department
Broadcom (AVGO US): 產業龍頭地位穩固,AI展望大幅上調 (Chinese only)
2025.09.05 09:00
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Source: KGI Investment Products and Solutions Department
全球配置-美股策略: 市場焦點由關稅戰轉向貨幣政策,惟降息並非股市萬靈丹 (Chinese only)
2025.09.05 09:00
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Source: KGI Investment Products and Solutions Department
Lululemon (LULU US): 逆風壓境,力挽狂瀾 (Chinese only)
2025.09.05 09:00
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Source: KGI Investment Products and Solutions Department
Hewlett Packard Enterprise (HPE US): 訂單轉向GB300,FY2026 AI伺服器營收上行趨勢維持不變 (Chinese only)
2025.09.04 09:00
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Source: KGI Investment Products and Solutions Department
美國軟體產業: Data & Analytics: 基礎設施軟體開始受惠GenAI推論放量&資料聚合趨勢 (Chinese only)
2025.09.02 09:00
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Source: KGI Investment Products and Solutions Department
Dell (DELL US): AI服务器营收仍具上修空间 (Chinese only)
2025.08.29 09:00
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Source: KGI Investment Products and Solutions Department
Gap (GAP US): 關稅成本迎面而來 (Chinese only)
2025.08.29 09:00
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Source: KGI Investment Products and Solutions Department
Marvell Technology (MRVL US): ASIC業務遇逆風,短期缺乏亮點 (Chinese only)
2025.08.29 09:00
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Source: KGI Investment Products and Solutions Department
HP Inc. (HPQ US): PC銷售雖維持成長性,但受影印業務衰退而拖累 (Chinese only)
2025.08.28 09:00
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Source: KGI Investment Products and Solutions Department
Nvidia (NVDA US): 投資人可能低估了AI長期需求,卻高估了短期營收 (Chinese only)
2025.08.28 09:00
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Source: KGI Investment Products and Solutions Department
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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.