Yearly Outlook
2026 Semiconductor Outlook
LNG 展望:供應需求雙成長,基礎設施設備成投資核心
全球國防預算動向 太空、防空與高超音速
政策紅利與資本市場復甦下的全球投行新週期
2026 金融科技與支付展望：從降本增效轉向營收擴張
全球國防工業 2026_地緣政治重整下的資產配置與機遇
North America Electrical Equipment 2026 Outlook
2026美國產險業_週期放緩中的防禦性價值
2026 Outlook for US Natural Gas _ Structural Growth Ahead
2026北美大型投行監管改革與資本釋放契機
Investment Perspective_2026 North America Managed Care Outlook
日本國防產業機遇_政策擴張推動產業成長
U.S. Airlines 2026 Outlook—The Advantage Cycle of Super-Hub Carriers
2026 Global Agriculture Outlook_Cyclical Opportunities Amid Supply-Demand Rebalancing
US Re-industrialization_Reshaping Supply Chains and Capital Opportunities for Japan
Industry Report
日本國防支出目標名目GDP 2%：支出外溢至數位戰力
製藥與生技迎轉機 七檔個股亮點解析
AI 革命的下一階段 - 從「科技」轉向「能源」
GenAI and Banking System Integration Opportunities in Japan's IT Services Sector
US Banking_NIM Resilience and Asset Repricing Dividends in a Rate-Cutting Cycle
Investment Opportunities Driven by Commercial Aviation Supply Chain Recovery
Global Crude Oil Market Cycle Rotation and Strategic Positioning
AI-Driven Semiconductor Equipment Sector_Phase 2 Upcycle with 115B 2026 Outlook
AI 數據中心本地發電與供電供應鏈 - 結構性成長機會分析
Structural Investment Opportunities in the Capesize Dry Bulk Shipping Market for 2026
Margin Expansion Opportunities from Air Traffic Capacity Constraints
Investment Implications of the US–Japan Joint Fact Sheet - Japanese Electronics and Power Equipment
半導體產業報告 - 先進封裝成長帶動台積電資本支出與半導體設備廠展望
North America Telecommunications Operators - Key Takeaways From a More Competitive 3Q25
US Semiconductors - Party on Garth - September Sales Well Above Forecast and Expect More So Raising C25 Semi Sales from Up 20^1 YoY to Up 23^1 YoY^
Japan Equity Strategy - 50,000 just a waypoint for the Nikkei average
Japan Aerospace & Defense - Revision of defense plans likely to accelerate under new Takaichi administration
Nomura Tech Monthly - October 2025
Semiconductor sales could approach $1T by 2027, BofA says
Opportunities in Japan's Materials and Energy Sector - Technology-Driven Growth and Structural Reform Value Discovery
瑞銀 - 美國農業前景因大豆出口風險與肥料成本而呈現複雜局面
Japan Technology - Semiconductor Capital Equipment ASML results read-across - Strong quarter for memory orders; Buy on TEL & Disco
Japan Technology - Semiconductor Capital Equipment TSMC results Front (back) - end tightness reassures; capex expectations unlikely to rise
Memory Demand Recovery Drives Semiconductor Materials Stocks Valuation Enhancemen
Americas Technology - US Digital Ad Q3'25 Preview
2026 WFE Upgraded: AI, Memory, and HBM Drive the Next Equipment Cycle
Americas Technology Semiconductors Analog Preview Expect solid results and incrementally positive datapoints; prefer MCHP vs. ON
Global Agriculture Outlook_Price Adjustment Cycle Continues
Japan Specialty Chemicals - Beneficiaries of OpenAI’s Stargate DRAM Supply Chain
US Infrastructure Investment Opportunities
