Research Reports

美國總體經濟: 5月份FOMC觀點: 緊縮貨幣政策的終曲: 緊縮貨幣政策的終曲,不等於降息開始的前奏 (Chinese Only)
2023.05.04 13:55
美國投資策略: 經濟破口的疤痕仍在: 對大盤保守,但把握成長股、防禦股與大型股投資主軸 (Chinese Only)
2023.05.03 13:55
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
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