海外研报

Large foreign buying in Taiwan this week

Foreign (FII) flows / positioningn EM Asian region saw buying (+US$3.3bn) this week,

A severe case of COVIDIA: prognosis for an AI-driven US equity market

NVIDIA and its GPU customers are now a large driver of equity market returns, earnings growth, earnings revisions, industrial production and capital spending. NVIDIA’s financial results are extraordinary (it beat on

artificial-intelligence-what-does-it-mean-for-real-estate

Artificial Intelligence (AI): what was once just a buzzword, is now reshaping industries and