Research Reports

美國科技產業: 類比IDM財報 - 顯示車用/工業展望悲觀 (Chinese Only)
2023.08.07 13:55
美國投資策略: 美國經濟並非高枕無憂: 過度樂觀屬不智,但美債降評影響股市將較2011輕微 (Chinese Only)
2023.08.04 13:55
美國晶圓廠設備產業: WFE財報 – 中國/車用需求如期,AI相關需求為亮點 (Chinese Only)
2023.08.02 13:55
美國科技產業: AMD財報 – PC與高階手機復甦;2H23 通用伺服器持續庫存去化 (Chinese Only)
2023.08.02 13:55
Arista Networks (ANET.US/ANET US): 2Q23優於預期,AI展望樂觀 (Chinese Only)
2023.08.01 13:55
Comcast (CMCSA.US/CMCSA US): 2Q23獲利優於預期 (Chinese Only)
2023.07.28 13:55
美國科技產業: Intel與Samsung財報 – PC與高階手機復甦;2H23 通用伺服器持續庫存去化 (Chinese Only)
2023.07.28 13:55
美國運動休閒產業: Puma及Adidas財報:運動品牌之逆襲 (Chinese Only)
2023.07.27 13:55
US economy: FOMC view in July: Fed steers US economy to a soft landing
2023.07.27 13:55
美國科技產業: NXP Semiconductors與Texas Instruments財報顯示需求復甦跡象浮現 (Chinese Only)
2023.07.26 13:55
US strategy: Stock market reflects Goldilocks economy: US stocks likely to break through previous high in 2H23F; catch-up trade on banks, auto & telecom
2023.07.25 13:55
Tesla (TSLA.O/TSLA US): FSD licensing talks the highlight of 2Q23 earnings call
2023.07.20 13:55
美國晶圓廠設備產業: ASML財報 – 關鍵為2H23 EUV 訂單狀況 (Chinese Only)
2023.07.20 13:55
Tesla (TSLA.O/TSLA US): 2Q23交車量創新高;長期成長前景無虞 (Chinese Only)
2023.07.03 13:55
美國前端射頻模組產業: 短期手機需求仍顯疲弱,初步復甦跡象浮現 (Chinese Only)
2023.06.21 13:55
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