Research Reports

Advanced Micro Devices (AMD US): AMD與Open AI合作,斬獲百億美元大單 (Chinese only)
2025.10.13 09:00 | Source: KGI Investment Products and Solutions Department
美股產業量化視角: 看好金融、工業、醫療保健、科技、公用事業 (Chinese only)
2025.10.09 09:00 | Source: KGI Investment Products and Solutions Department
Nike (NKE US): 復甦之路顛簸 (Chinese only)
2025.10.01 09:00 | Source: KGI Investment Products and Solutions Department
Costco (COST US): 會員收入加速成長 (Chinese only)
2025.09.26 09:00 | Source: KGI Investment Products and Solutions Department
Jabil (JBL US): AI營收雖維持成長性,但供貨市佔具下滑之隱憂 (Chinese only)
2025.09.26 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業: 2030 CSP規模格局:Azure >= AWS, OCI >= GCP;OpenAI營收成本結構測算 & 監測指標 (Chinese only)
2025.09.25 09:00 | Source: KGI Investment Products and Solutions Department
Micron (MU US): 迎接内存超级循环 (Chinese only)
2025.09.24 09:00 | Source: KGI Investment Products and Solutions Department
全球配置-美股策略: 美企降成本優勢難延續+貨幣政策寬鬆不如預期,美股4Q仍面臨修正風險 (Chinese only)
2025.09.22 09:00 | Source: KGI Investment Products and Solutions Department
美國半導體產業: x86的新局展開 (Chinese only)
2025.09.19 09:00 | Source: KGI Investment Products and Solutions Department
美國總體經濟: 9月FOMC觀點: Fed不再緊縮,但非轉趨寬鬆 (Chinese only)
2025.09.18 09:00 | Source: KGI Investment Products and Solutions Department
美國軟體產業 Biz App & Workflow: AI is eating Software擔憂揮之不去,靜待AI營收佔比提高 (Chinese only)
2025.09.12 09:00 | Source: KGI Investment Products and Solutions Department
美股電子硬體產業: 短期雖步入產品轉換期,仍無礙長期AI營收上修趨勢 (Chinese only)
2025.09.10 09:00 | Source: KGI Investment Products and Solutions Department
美國資訊安全產業: 零信任與平台化業者加速搶奪市占,評價已回到相對舒適區 (Chinese only)
2025.09.10 09:00 | Source: KGI Investment Products and Solutions Department
美股產業量化視角: 看好公用事業、通訊服務、金融、非必需消費類股 (Chinese only)
2025.09.08 09:00 | Source: KGI Investment Products and Solutions Department
Broadcom (AVGO US): 產業龍頭地位穩固,AI展望大幅上調 (Chinese only)
2025.09.05 09:00 | Source: KGI Investment Products and Solutions Department
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Warrant and CBBC Commentary
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