Research Reports
Hewlett Packard Enterprise (HPE US): 訂單轉向GB300,FY2026 AI伺服器營收上行趨勢維持不變 (Chinese only)
2025.09.04 09:00
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Source: KGI Investment Products and Solutions Department
美國軟體產業: Data & Analytics: 基礎設施軟體開始受惠GenAI推論放量&資料聚合趨勢 (Chinese only)
2025.09.02 09:00
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Source: KGI Investment Products and Solutions Department
Dell (DELL US): AI服务器营收仍具上修空间 (Chinese only)
2025.08.29 09:00
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Source: KGI Investment Products and Solutions Department
Gap (GAP US): 關稅成本迎面而來 (Chinese only)
2025.08.29 09:00
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Source: KGI Investment Products and Solutions Department
Marvell Technology (MRVL US): ASIC業務遇逆風,短期缺乏亮點 (Chinese only)
2025.08.29 09:00
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Source: KGI Investment Products and Solutions Department
HP Inc. (HPQ US): PC銷售雖維持成長性,但受影印業務衰退而拖累 (Chinese only)
2025.08.28 09:00
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Source: KGI Investment Products and Solutions Department
Nvidia (NVDA US): 投資人可能低估了AI長期需求,卻高估了短期營收 (Chinese only)
2025.08.28 09:00
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Source: KGI Investment Products and Solutions Department
Walmart (WMT US): 成本壓力下持續增長 (Chinese only)
2025.08.22 09:00
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Source: KGI Investment Products and Solutions Department
Analog Device (ADI US): 3Q25財報與4Q25展望均超市場預期 (Chinese only)
2025.08.21 09:00
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Source: KGI Investment Products and Solutions Department
Target Corp (TGT US): 營運仍面臨下行挑戰 (Chinese only)
2025.08.21 09:00
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Source: KGI Investment Products and Solutions Department
ASIC產業: 2Q25財報前瞻: 博通仍舊是ASIC產業首選,Marvell近期利空頻傳 (Chinese only)
2025.08.20 09:00
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Source: KGI Investment Products and Solutions Department
全球配置-美股策略: 關稅目前影響不大,未來衝擊卻真實存在:預估美股3Q震盪、4Q修正 (Chinese only)
2025.08.19 09:00
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Source: KGI Investment Products and Solutions Department
美國網通產業: 2Q25美股網通產業財報焦點:迎接高速頻寬升級浪潮 (Chinese only)
2025.08.18 09:00
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Source: KGI Investment Products and Solutions Department
Cisco (CSCO US): 4Q25獲利符合預期,AI展望維持樂觀 (Chinese only)
2025.08.14 09:00
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Source: KGI Investment Products and Solutions Department
美國網路產業: 2Q25財報: 電商強勁超越樂觀預期;O2O外送高黏著度近似剛需 (Chinese only)
2025.08.13 09:00
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Source: KGI Investment Products and Solutions Department
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Warrant and CBBC Commentary
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