Research Reports
美股策略 – Fundstrat觀點: 升息疑慮若緩解,美股有望克服期中選舉前較弱季節性 Chinese only)
2026.09.10 09:00
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Source: KGI Investment Products and Solutions Department
美國運動休閒產業: 庫存天數驟升,銷售競爭加劇 Chinese only)
2026.09.09 09:00
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Source: KGI Investment Products and Solutions Department
美國軟體產業: 資訊安全及可觀測性: AI持續驅動平台整併,AIDC與Agentic AI需求同步升溫 Chinese only)
2026.09.04 09:00
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Source: KGI Investment Products and Solutions Department
Hewlett Packard Enterprise (HPE US): FY2027 AI伺服器營收增速仍具逐步轉強之動能 Chinese only)
2026.09.03 09:00
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Source: KGI Investment Products and Solutions Department
Credo (CRDO US): AEC出貨維持高速成長並將開始供應1.6T規格 Chinese only)
2026.09.02 09:00
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Source: KGI Investment Products and Solutions Department
Dell (DELL US): AI伺服器積壓訂單季增85%,營收展望再次優於預期 Chinese only)
2026.09.02 09:00
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Source: KGI Investment Products and Solutions Department
美股策略 – Fundstrat觀點: PCE細項降低通膨回升疑慮,Nvidia財報支撐美股動能 Chinese only)
2026.09.02 09:00
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Source: KGI Investment Products and Solutions Department
美股策略 – Fundstrat觀點: 貨幣貶值交易難成長線主軸,殖利率仍是美股評價關鍵 Chinese only)
2026.08.28 09:00
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Source: KGI Investment Products and Solutions Department
HP Inc. (HPQ US): PC銷量年減且營利率衰退 Chinese only)
2026.08.27 09:00
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Source: KGI Investment Products and Solutions Department
Nvidia (NVDA US): 財報和展望皆無可挑剔 Chinese only)
2026.08.27 09:00
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Source: KGI Investment Products and Solutions Department
Moderna (MRNA US): 莫德納概念供應鏈 Chinese only)
2026.08.26 09:00
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Source: KGI Investment Products and Solutions Department
美國軟體產業: 2Q26財報通讀 & 路演回饋: 算力供給、AI需求與資安疲軟之市場雜音再起 Chinese only)
2026.08.25 09:00
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Source: KGI Investment Products and Solutions Department
全球配置-美股策略: 殖利率上升與企業財測不如預期樂觀,費半、AI股反彈暫畫休止符,短期應配置防禦股因應 Chinese only)
2026.08.24 09:00
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Source: KGI Investment Products and Solutions Department
美股策略 – Fundstrat觀點: AI融資管道擴張延續資本支出,科技股短期受惠、信用風險成中長期定價關鍵 Chinese only)
2026.08.20 09:00
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Source: KGI Investment Products and Solutions Department
Home Depot (HD US): 2H26成本上升對毛利率壓力將更加具體 Chinese only)
2026.08.19 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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