凱基理財雲

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Market strategyMORE

Date/ Category / Title Category Title Analyst Ticker / Company Click
2026-07-07 / DAILY Navigator KGI Taiwan Daily Navigator – 20260707 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260707 Taiwan Research 1
2026-07-06 / DAILY Navigator KGI Taiwan Daily Navigator – 20260706 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260706 Taiwan Research 3
2026-07-03 / DAILY Navigator KGI Taiwan Daily Navigator – 20260703 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260703 Taiwan Research 3
2026-07-02 / DAILY Navigator KGI Taiwan Daily Navigator – 20260702 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260702 Taiwan Research 3
2026-07-01 / DAILY Navigator KGI Taiwan Daily Navigator – 20260701 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260701 Taiwan Research 4

Industry updateMORE

Date/ Industry / Title Industry Title Analyst Ticker / Company Click
2026-07-06 / Electronics Power supply sector: 800V DC roadmap (III) – An irreversible shift Analyst:Terry Lee、Benson Cheng / DELTA(2308)、LTC(2301)、BHI (Bizlink)(3665)  Electronics Power supply sector: 800V DC roadmap (III) – An irreversible shift Terry Lee、Benson Cheng DELTA(2308)、LTC(2301)、BHI (Bizlink)(3665) 2
2026-07-01 / Electronics IT Hardware: Robust training & agentic AI demand to drive power, thermal, & optical spec upgrades Analyst:Angela Hsiang、Alex Yu、Terry Lee、Jack Lin / Jentech(3653)、Fositek(6805)、Kaori(8996)、Unimicron(3037)、Wistron(3231)、AVC(3017)、EMC(2383)、Wiwynn(6669)、DELTA(2308)、QCI(2382)、Chenbro(8210)、(VRT US)、(DELL US)、Accton(2345)、Lotes(3533)、Hon Hai(2317)、King Slide(2059)、ZDT(4958)  Electronics IT Hardware: Robust training & agentic AI demand to drive power, thermal, & optical spec upgrades Angela Hsiang、Alex Yu、Terry Lee、Jack Lin Jentech(3653)、Fositek(6805)、Kaori(8996)、Unimicron(3037)、Wistron(3231)、AVC(3017)、EMC(2383)、Wiwynn(6669)、DELTA(2308)、QCI(2382)、Chenbro(8210)、(VRT US)、(DELL US)、Accton(2345)、Lotes(3533)、Hon Hai(2317)、King Slide(2059)、ZDT(4958) 6
2026-06-30 / Semiconductor Semiconductor sector: 2H26 strategy – Investment opportunities & iteration challenges Analyst:Felix Pan、Vera Wang、Pius Wu、Hanhsuan Shen、Serena Hsu、Lucas Liu / Chipbond(6147)、TSMC(2330)、Macronix(2337)、WinWay(6515)、NTC(2408)、Alchip(3661)、GUC(3443)、(LRCX US)、MediaTek(2454)、HON(7769)、MPI(6223)、(AMD US)  Semiconductor Semiconductor sector: 2H26 strategy – Investment opportunities & iteration challenges Felix Pan、Vera Wang、Pius Wu、Hanhsuan Shen、Serena Hsu、Lucas Liu Chipbond(6147)、TSMC(2330)、Macronix(2337)、WinWay(6515)、NTC(2408)、Alchip(3661)、GUC(3443)、(LRCX US)、MediaTek(2454)、HON(7769)、MPI(6223)、(AMD US) 9
2026-06-25 / Sporting goods Sportswear sector: AI launches to shape consumer spending trends Analyst:Jenny Liu、Eden Chang / FT(9910)、ECLAT(1476)、PCC(9904)、Makalot(1477)、Taiwan Paiho(9938)、CJ(6965)  Sporting goods Sportswear sector: AI launches to shape consumer spending trends Jenny Liu、Eden Chang FT(9910)、ECLAT(1476)、PCC(9904)、Makalot(1477)、Taiwan Paiho(9938)、CJ(6965) 3
2026-06-16 / Electronics Radar Monthly IT Hardware: GB shipments remain on an upward trajectory, while VR platforms have entered the mass production cycle Analyst:Rob Chang、Angela Hsiang、Alex Yu / Hon Hai(2317)、King Slide(2059)、DELTA(2308)、Fositek(6805)、ZDT(4958)、(VRT US)、(DELL US)、QCI(2382)、EMC(2383)、Chenbro(8210)、Wiwynn(6669)、Wistron(3231)、Unimicron(3037)、AVC(3017)、Jentech(3653)  Electronics Radar Monthly IT Hardware: GB shipments remain on an upward trajectory, while VR platforms have entered the mass production cycle Rob Chang、Angela Hsiang、Alex Yu Hon Hai(2317)、King Slide(2059)、DELTA(2308)、Fositek(6805)、ZDT(4958)、(VRT US)、(DELL US)、QCI(2382)、EMC(2383)、Chenbro(8210)、Wiwynn(6669)、Wistron(3231)、Unimicron(3037)、AVC(3017)、Jentech(3653) 9

Company updateMORE

Date/ Title Title Analyst Ticker / Company Click
2026-07-03 / Industry Nien Made (8464 TT): All eyes on US housing market stimulus policies in 2H26F Analyst:Tommy Lai / Nien Made(8464)  Nien Made (8464 TT): All eyes on US housing market stimulus policies in 2H26F Tommy Lai Nien Made(8464) 2
2026-07-02 / Industry PharmaEssentia (6446 TT): New launch to prompt wave of revenue growth Analyst:Albert Chen、Kenny Hsu / PEC(6446)  PharmaEssentia (6446 TT): New launch to prompt wave of revenue growth Albert Chen、Kenny Hsu PEC(6446) 3
2026-07-01 / Industry TSMC (2330 TT): 2Q26 preview – Looking beyond 2026 Analyst:Felix Pan、Pius Wu / TSMC(2330)  TSMC (2330 TT): 2Q26 preview – Looking beyond 2026 Felix Pan、Pius Wu TSMC(2330) 10
2026-06-30 / Industry Taiwan Microloops (6831 TT): Benefiting from rising AWS ASIC demand Analyst:Angela Hsiang / Microloops(6831)  Taiwan Microloops (6831 TT): Benefiting from rising AWS ASIC demand Angela Hsiang Microloops(6831) 5
2026-06-30 / Industry GlobalWafers (6488 TT): Silicon wafers – Awaiting the next supercycle Analyst:Hanhsuan Shen、Vera Wang、Felix Pan / GWC(6488)  GlobalWafers (6488 TT): Silicon wafers – Awaiting the next supercycle Hanhsuan Shen、Vera Wang、Felix Pan GWC(6488) 6

Overseas market strategyMORE

Date/ Category / Title Country Category Title Analyst Ticker / Company Click
2026-06-18 / Economics US Economy: June FOMC meeting: Fed signals a more hawkish stance Analyst:David Huang /   USA Economics US Economy: June FOMC meeting: Fed signals a more hawkish stance David Huang 2
2026-06-03 / Strategy Quantitative perspectives on US equities: We prefer materials, industrial, technology, communications & financial stocks Analyst:Carl Liu、Karen Yu、David Huang /   USA Strategy Quantitative perspectives on US equities: We prefer materials, industrial, technology, communications & financial stocks Carl Liu、Karen Yu、David Huang 3
2026-05-20 / Strategy Global asset allocation – US strategy: Cyclicals to benefit from investment-driven growth; we favor tech, communication, raw materials, industrials, & utilities Analyst:Carl Liu、Karen Yu /   USA Strategy Global asset allocation – US strategy: Cyclicals to benefit from investment-driven growth; we favor tech, communication, raw materials, industrials, & utilities Carl Liu、Karen Yu 4
2026-05-07 / Strategy Quantitative perspectives on US equities: We prefer energy, materials, industrials, technology, communications & utilities stocks Analyst:Carl Liu、Karen Yu、David Huang /   USA Strategy Quantitative perspectives on US equities: We prefer energy, materials, industrials, technology, communications & utilities stocks Carl Liu、Karen Yu、David Huang 3
2026-04-30 / Economics US Economy: April FOMC meeting: Interest rates unchanged as expected, but FOMC statement shows signs of hawkishness Analyst:David Huang /   USA Economics US Economy: April FOMC meeting: Interest rates unchanged as expected, but FOMC statement shows signs of hawkishness David Huang 6

Overseas industry updateMORE

Date/ Industry / Title Country Industry Title Analyst Ticker / Company Click
2024-03-26 / Software Internet & software sector: China-theme stocks — Undergoing moderate recovery; share buybacks to increase Analyst:Andrew Cheng、Freddy Chen / Baidu, Inc.(09888)、(PDD US)、Bilibili Inc.(09626)、Alibaba Group Holding Limited(09988)、Tencent Holdings Limited(00700)、Meituan(03690)  Hong Kong Software Internet & software sector: China-theme stocks — Undergoing moderate recovery; share buybacks to increase Andrew Cheng、Freddy Chen Baidu, Inc.(09888)、(PDD US)、Bilibili Inc.(09626)、Alibaba Group Holding Limited(09988)、Tencent Holdings Limited(00700)、Meituan(03690) 21
2024-03-19 / Technology US technology sector: Nvidia GTC 2024: New GPU platforms, software & robots Analyst:Derek Chang、Angela Hsiang、Alex Yu / AURAS(3324)、AVC(3017)、Hon Hai(2317)、Wiwynn(6669)、Wistron(3231)、QCI(2382)、(NVDA US)  USA Technology US technology sector: Nvidia GTC 2024: New GPU platforms, software & robots Derek Chang、Angela Hsiang、Alex Yu AURAS(3324)、AVC(3017)、Hon Hai(2317)、Wiwynn(6669)、Wistron(3231)、QCI(2382)、(NVDA US) 11
2023-12-13 / Software Internet & software: 2024F outlook for Chinese internet stocks: Seeking growth opportunities through overseas expansion Analyst:Andrew Cheng、Freddy Chen / (PDD US)、Meituan(03690)、Tencent Holdings Limited(00700)、(BABA US)、(BILI US)、(BIDU US)  Hong Kong Software Internet & software: 2024F outlook for Chinese internet stocks: Seeking growth opportunities through overseas expansion Andrew Cheng、Freddy Chen (PDD US)、Meituan(03690)、Tencent Holdings Limited(00700)、(BABA US)、(BILI US)、(BIDU US) 4
2023-09-11 / Semiconductor Semiconductor sector: Huawei return to 5G market a promising event? Analyst:Michael Liu、Derek Chang、Josh Huang、Lucas Liu / (AAPL US)、(QCOM US)、TSMC(2330)、MediaTek(2454)、Semiconductor Manufacturing International Corporation(00981)  Global Semiconductor Semiconductor sector: Huawei return to 5G market a promising event? Michael Liu、Derek Chang、Josh Huang、Lucas Liu (AAPL US)、(QCOM US)、TSMC(2330)、MediaTek(2454)、Semiconductor Manufacturing International Corporation(00981) 3
2023-08-30 / Software Internet & software sector: China-themed stocks – Precision subsidies crucial to future recovery Analyst:Andrew Cheng、Freddy Chen / (PDD US)、Meituan(03690)、Baidu, Inc.(09888)  Hong Kong Software Internet & software sector: China-themed stocks – Precision subsidies crucial to future recovery Andrew Cheng、Freddy Chen (PDD US)、Meituan(03690)、Baidu, Inc.(09888) 5

Overseas company updateMORE

Date/ Title Country Title Analyst Ticker / Company Click
2025-02-26 / Industry Tempus AI (TEM US): Generative AI brings back glory of the genomic era Analyst:Albert Chen、Sean Sun /   USA Tempus AI (TEM US): Generative AI brings back glory of the genomic era Albert Chen、Sean Sun 6
2024-01-25 / Industry Tesla (TSLA US): Technological edge unchanged; earnings tamed in 2024F Analyst:Jennifer Liang / (TSLA US)  USA Tesla (TSLA US): Technological edge unchanged; earnings tamed in 2024F Jennifer Liang (TSLA US) 12
2024-01-25 / Industry Takeaway:Tesla (TSLA US) Analyst:Jennifer Liang / (TSLA US)  USA Takeaway:Tesla (TSLA US) Jennifer Liang (TSLA US) 4
2023-10-19 / Industry Tesla (TSLA.O/TSLA US): Mid- to long-term competitiveness & outlook unchanged Analyst:Jennifer Liang、Terry Lee / (TSLA US)  USA Tesla (TSLA.O/TSLA US): Mid- to long-term competitiveness & outlook unchanged Jennifer Liang、Terry Lee (TSLA US) 7
2023-10-03 / Industry Tesla (TSLA.O/TSLA US): Delivery momentum to resume in 4Q23F Analyst:Jennifer Liang、Terry Lee / (TSLA US)  USA Tesla (TSLA.O/TSLA US): Delivery momentum to resume in 4Q23F Jennifer Liang、Terry Lee (TSLA US) 9