Research Reports

美國資訊安全產業: 防火牆更新週期 + Agent基礎設施 = ZT和資料安全成長動 (Chinese only)
2025.06.26 09:00 | Source: KGI Investment Products and Solutions Department
美國半導體設備產業: GAA/CFET/2D節點下的設備供應鏈重分配趨勢 (Chinese only)
2025.06.26 09:00 | Source: KGI Investment Products and Solutions Department
Costco Wholesale (COST US): 高性價比商品優勢 (Chinese only)
2025.06.20 09:00 | Source: KGI Investment Products and Solutions Department
Jabil (JBL US): AI仍為最大亮點 (Chinese only)
2025.06.19 09:00 | Source: KGI Investment Products and Solutions Department
Marvell Technology (MRVL US): 上修AI市場展望緩解供應鏈疑慮 (Chinese only)
2025.06.19 09:00 | Source: KGI Investment Products and Solutions Department
美國總體經濟: 6月FOMC觀點: 聯準會理事降息意見分歧 (Chinese only)
2025.06.19 09:00 | Source: KGI Investment Products and Solutions Department
全球原物料投資策略: 以伊開戰,但油價的「頂峰」可能已經過去 (Chinese only)
2025.06.18 09:00 | Source: KGI Investment Products and Solutions Department
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 | 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 | 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 | Source: KGI Investment Products and Solutions Department
US strategy: We prefer consumer discretionary, consumer staples, financial & tech stocks
2025.06.12 09:00 | 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 | 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 | 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 | 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 | Source: KGI Investment Products and Solutions Department
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Warrant and CBBC Commentary
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