Research Reports
美國科技產業: Broadcom & Marvell 財報 – 5G&AI為2023主要增長動能 (Chinese Only)
2023.03.06 13:55
美國電商與零售產業: 4Q22零售：庫存天數觸頂回落，2023仍面臨營收成長挑戰 (Chinese Only)
2023.03.03 13:55
Tesla (TSLA.O/TSLA US): Investor Day offers limited new information; lack of catalysts ahead of 1Q23 results
2023.03.02 13:55
美國晶圓廠設備產業: 轉往關注記憶體設備 (Chinese Only)
2023.03.01 13:55
美國健身產業: 健身房業者順風飛行 (Chinese Only)
2023.03.01 13:55
Nvidia (NVDA.O/NVDA US): Strengthening gaming & data center demand
2023.02.23 13:55
US technology sector: Top picks are beneficiaries of improved components supply & data center demand
2023.02.21 13:55
US strategy: Rain check on recession: Stock rebounds to last until at least end-1Q23F, when markets realize rate cuts are off the table in 2023F
2023.02.16 13:55
Apple (AAPL.O/AAPL US): Apple results – Production of iPhone back on track, but Mac & wearables weaker than expected
2023.02.03 13:55
US ECONOMY: February FOMC Meeting: Job growth still robust, but inflation has slowed; Fed tightening nearing an end
2023.02.02 13:55
Tesla (TSLA.O/TSLA US): Mixed guidance; all eyes on incoming Investor Day
2023.01.30 13:55
US technology sector: Texas Instruments & Intel results – Muted, but not worse
2023.01.30 13:55
Tesla (TSLA.O/TSLA US): Aggressive pricing – Short-term pain, but long-term gain
2023.01.16 13:55
US technology sector: CES 2023 – Expanding AI applications
2023.01.06 13:55
Tesla (TSLA.O/TSLA US): Expectation reset offers good bargain-hunting opportunity
2023.01.03 13:55
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