Research Reports
美國晶圓廠設備產業: WFE財報 – 車用/工業/中國需求為2023亮點 (Chinese Only)
2023.05.03 13:55
Arista Networks (ANET.US/ANET US): 1Q23優於預期 (Chinese Only)
2023.05.02 13:55
美國投資策略: 大盤沉悶，風格決勝: 現在至降息前，把握成長、防禦與大型股三個投資主軸 (Chinese Only)
2023.04.25 13:55
Tesla (TSLA.O/TSLA US): Earnings impact lingers near term; lifetime value per vehicle is what Tesla is after
2023.04.20 13:55
美國晶圓廠設備產業: WFE財報 – 設備需求下修，中國市場補上 (Chinese Only)
2023.04.20 13:55
美國電商與支付產業: 支付：銀行財報1Q23刷卡量略優於預期，尚未因SVB事件大幅改變前景預期 (Chinese Only)
2023.04.18 13:55
美國運動休閒產業: Lululemon財報：產業逆風之下獲利持續成長 (Chinese Only)
2023.03.29 13:55
美國晶圓廠設備產業: 晶圓廠設備(WFE)有望於2024年強勁復蘇 (Chinese Only)
2023.03.29 13:55
US economy: March FOMC meeting –Tightening amid financial instability: Taming inflation remains top priority, but Fed also wants to ensure financial stability
2023.03.23 13:55
Nvidia (NVDA.O/NVDA US): 2023 GTC – AI for all, all for AI
2023.03.22 13:55
運動休閒產業: Nike財報：競爭力為業務較早復甦之關鍵 (Chinese Only)
2023.03.22 13:55
美國運動休閒產業: Nike財報預覽：庫存去化及營收展望短暫失色 (Chinese Only)
2023.03.17 13:55
美國電商與支付產業: 拚多多出海Temu在北美勢頭強勁，但威脅Amazon仍早 (Chinese Only)
2023.03.16 13:55
美國運動休閒產業: 秋冬銷售堪憂，供應商訂單風險再現 (Chinese Only)
2023.03.10 13:55
美國科技產業: Dell, HP & HPE 財報 – PC 2023年中復甦，伺服器跟上 (Chinese Only)
2023.03.07 13:55
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