Research Reports
美國硬體產業: 2H25展望: AI營收加速成長,供應鏈營運具上修潛力 (Chinese only)
2025.06.17 09:00
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Source: KGI Investment Products and Solutions Department
美股投資策略: 第3季買防禦、第4季買AI (Chinese only)
2025.06.17 09:00
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Source: KGI Investment Products and Solutions Department
美國軟體產業: 2H25展望:規劃層與資料聚合為發展Agentic AI瓶頸 (Chinese only)
2025.06.13 09:00
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Source: KGI Investment Products and Solutions Department
US strategy: We prefer consumer discretionary, consumer staples, financial & tech stocks
2025.06.12 09:00
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Source: KGI Investment Products and Solutions Department
Broadcom (AVGO US): AI ASIC接單能見度提升,營收穩步增長 (Chinese only)
2025.06.09 09:00
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Source: KGI Investment Products and Solutions Department
Lululemon (LULU US): FY25獲利衰退可能性升溫 (Chinese only)
2025.06.06 09:00
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Source: KGI Investment Products and Solutions Department
Disney (DIS US): 串流及郵輪為兩大長期成長動能 (Chinese only)
2025.06.05 09:00
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Source: KGI Investment Products and Solutions Department
Hewlett Packard Enterprise (HPE US): AI伺服器推動營運加速重返成長軌道 (Chinese only)
2025.06.05 09:00
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Source: KGI Investment Products and Solutions Department
Costco Wholesale (COST US): 高會員續約率凸顯競爭優勢 (Chinese only)
2025.06.03 09:00
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Source: KGI Investment Products and Solutions Department
Gap (GAP US): 關稅轉嫁能力低,獲利前景遭侵蝕 (Chinese only)
2025.06.03 09:00
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Source: KGI Investment Products and Solutions Department
Dell (DELL US): AI需求推動營運加速成長並優於市場共識 (Chinese only)
2025.06.02 09:00
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Source: KGI Investment Products and Solutions Department
Marvell Technology (MRVL US): 財報雖符合市場預期,但未能平息DSP/ASIC雜音 (Chinese only)
2025.06.02 09:00
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Source: KGI Investment Products and Solutions Department
HP Inc. (HPQ US): PC成長性下修、影印業務則面臨衰退壓力 (Chinese only)
2025.05.30 09:00
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Source: KGI Investment Products and Solutions Department
Nvidia (NVDA US): 短期利空大致已反應,輝達仍是AI生態系的核心 (Chinese only)
2025.05.29 09:00
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Source: KGI Investment Products and Solutions Department
美國類比半導體產業: 類比半導體週期性調整步入尾聲 Chinese only)
2025.05.26 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.