凱基理財雲

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Market strategyMORE

Date/ Category / Title Category Title Analyst Ticker / Company Click
2026-03-18 / DAILY Navigator KGI Taiwan Daily Navigator – 20260318 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260318 Taiwan Research 2
2026-03-17 / DAILY Navigator KGI Taiwan Daily Navigator – 20260317 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260317 Taiwan Research 2
2026-03-16 / DAILY Navigator KGI Taiwan Daily Navigator – 20260316 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260316 Taiwan Research 2
2026-03-13 / DAILY Navigator KGI Taiwan Daily Navigator – 20260313 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260313 Taiwan Research 5
2026-03-12 / DAILY Navigator KGI Taiwan Daily Navigator – 20260312 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260312 Taiwan Research 1

Industry updateMORE

Date/ Industry / Title Industry Title Analyst Ticker / Company Click
2026-03-16 / Consumer Radar Monthly Consumer: US-Iran conflict disrupts the path to recovery in 2026F Analyst:Jenny Liu、Eden Chang、Angus Chuang、Tommy Lai / Poya(5904)、CMC(2204)、DA-LI CO.,LTD.(6177)、Taiwan Sakura(9911)、EMC(2603)、BAFANG(2753)、IGS(3293)、KTI(8936)  Consumer Radar Monthly Consumer: US-Iran conflict disrupts the path to recovery in 2026F Jenny Liu、Eden Chang、Angus Chuang、Tommy Lai Poya(5904)、CMC(2204)、DA-LI CO.,LTD.(6177)、Taiwan Sakura(9911)、EMC(2603)、BAFANG(2753)、IGS(3293)、KTI(8936) 4
2026-03-16 / Electronics Radar Monthly IT Hardware: Stronger‑than‑expected AI server demand; GTC to be catalyst for thermal suppliers Analyst:Rob Chang、Angela Hsiang、Alex Yu、Yvonney Chen、Mike Liu / (DELL US)、Chenbro(8210)、EMC(2383)、Hon Hai(2317)、(VRT US)、King Slide(2059)、Accton(2345)、GCE(2368)、DELTA(2308)、Jentech(3653)  Electronics Radar Monthly IT Hardware: Stronger‑than‑expected AI server demand; GTC to be catalyst for thermal suppliers Rob Chang、Angela Hsiang、Alex Yu、Yvonney Chen、Mike Liu (DELL US)、Chenbro(8210)、EMC(2383)、Hon Hai(2317)、(VRT US)、King Slide(2059)、Accton(2345)、GCE(2368)、DELTA(2308)、Jentech(3653) 2
2026-03-13 / Electronics IT Hardware: Nvidia 2026 GTC to confirm Vera Rubin rack specs; CPO trend in the spotlight Analyst:Angela Hsiang、Terry Lee、Jack Lin、Jackson Chiang、Yvonney Chen / AVC(3017)、LandMark(3081)、Hon Hai(2317)、FOCI(3363)、QCI(2382)、LuxNet(4979)、Dynamic Holding(3715)、Jentech(3653)、EMC(2383)、Wistron(3231)、Browave(3163)、ZDT(4958)、Fositek(6805)、DELTA(2308)、Truelight(3234)  Electronics IT Hardware: Nvidia 2026 GTC to confirm Vera Rubin rack specs; CPO trend in the spotlight Angela Hsiang、Terry Lee、Jack Lin、Jackson Chiang、Yvonney Chen AVC(3017)、LandMark(3081)、Hon Hai(2317)、FOCI(3363)、QCI(2382)、LuxNet(4979)、Dynamic Holding(3715)、Jentech(3653)、EMC(2383)、Wistron(3231)、Browave(3163)、ZDT(4958)、Fositek(6805)、DELTA(2308)、Truelight(3234) 8
2026-03-12 / Semiconductor Radar Monthly Semiconductor: 4Q25 US earnings overview – Market volatility amid geopolitical tensions, but fundamentals remain intact Analyst:Leon Chen、Pius Wu、Hanhsuan Shen、Serena Hsu、Lucas Liu、Felix Pan / (ADI US)、(NVDA US)、Kinik(1560)、Alchip(3661)、Aspeed(5274)、WinWay(6515)、WEC(2344)、GUC(3443)、TSMC(2330)、(AVGO US)、HON(7769)  Semiconductor Radar Monthly Semiconductor: 4Q25 US earnings overview – Market volatility amid geopolitical tensions, but fundamentals remain intact Leon Chen、Pius Wu、Hanhsuan Shen、Serena Hsu、Lucas Liu、Felix Pan (ADI US)、(NVDA US)、Kinik(1560)、Alchip(3661)、Aspeed(5274)、WinWay(6515)、WEC(2344)、GUC(3443)、TSMC(2330)、(AVGO US)、HON(7769) 6
2026-03-11 / Semiconductor Semiconductor specialty chemicals sector: Materials technology – Key catalyst for semiconductor process upgrades Analyst:Eden Chang、Angus Chuang / AEMC(4749)、TSC(4772)、San Fu(4755)  Semiconductor Semiconductor specialty chemicals sector: Materials technology – Key catalyst for semiconductor process upgrades Eden Chang、Angus Chuang AEMC(4749)、TSC(4772)、San Fu(4755) 4

Company updateMORE

Date/ Title Title Analyst Ticker / Company Click
2026-03-17 / Industry Eclat Textile (1476 TT): High hopes for product launches amid uncertainty Analyst:Jenny Liu、Eden Chang / ECLAT(1476)  Eclat Textile (1476 TT): High hopes for product launches amid uncertainty Jenny Liu、Eden Chang ECLAT(1476) 1
2026-03-17 / Industry Hon Hai Precision (2317 TT): 4Q25 EPS a miss but margins beat; bright 2026F AI server outlook Analyst:Angela Hsiang、Alex Yu、Yvonney Chen / Hon Hai(2317)  Hon Hai Precision (2317 TT): 4Q25 EPS a miss but margins beat; bright 2026F AI server outlook Angela Hsiang、Alex Yu、Yvonney Chen Hon Hai(2317) 5
2026-03-16 / Industry Fubon FHC (2881 TT): Dissipating uncertainty over impact of IFRS17 adoption Analyst:Eric Shih / Fubon Financial(2881)  Fubon FHC (2881 TT): Dissipating uncertainty over impact of IFRS17 adoption Eric Shih Fubon Financial(2881) 2
2026-03-16 / Industry Merida Industry (9914 TT): Riding ahead of peers Analyst:Angus Chuang、Eden Chang / MIC(9914)  Merida Industry (9914 TT): Riding ahead of peers Angus Chuang、Eden Chang MIC(9914) 3
2026-03-13 / Industry Wistron (3231 TT): 1H26F sales outlook better than expected; server drives robust 2026F growth Analyst:Angela Hsiang、Yvonney Chen / Wistron(3231)  Wistron (3231 TT): 1H26F sales outlook better than expected; server drives robust 2026F growth Angela Hsiang、Yvonney Chen Wistron(3231) 4

Overseas market strategyMORE

Date/ Category / Title Country Category Title Analyst Ticker / Company Click
2026-02-05 / Strategy Quantitative perspectives on US equities: We prefer energy, materials, industrials, consumer discretionary, & utilities stocks Analyst:Carl Liu、Karen Yu /   USA Strategy Quantitative perspectives on US equities: We prefer energy, materials, industrials, consumer discretionary, & utilities stocks Carl Liu、Karen Yu 5
2026-02-04 / Strategy Global asset allocation – US strategy: Short‑term volatility not driven by fundamentals; S&P 500 target raised to 7,800 Analyst:Carl Liu、Karen Yu /   USA Strategy Global asset allocation – US strategy: Short‑term volatility not driven by fundamentals; S&P 500 target raised to 7,800 Carl Liu、Karen Yu 7
2026-01-29 / Economics US economy January FOMC meeting: No conditions for further rate cuts in near term Analyst:Steven Chen、Karen Yu /   USA Economics US economy January FOMC meeting: No conditions for further rate cuts in near term Steven Chen、Karen Yu 2
2026-01-21 / Strategy Global asset allocation – US strategy: US stocks to consolidate at high levels in 1Q26; look for opportunities in value stocks Analyst:Carl Liu、Karen Yu /   USA Strategy Global asset allocation – US strategy: US stocks to consolidate at high levels in 1Q26; look for opportunities in value stocks Carl Liu、Karen Yu 4
2026-01-08 / Strategy Quantitative perspectives on US equities: Positive on the energy, materials, industrial, consumer discretionary, health care & utilities sectors Analyst:Carl Liu、Karen Yu /   USA Strategy Quantitative perspectives on US equities: Positive on the energy, materials, industrial, consumer discretionary, health care & utilities sectors Carl Liu、Karen Yu 1

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) 15
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) 10
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) 3
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) 2
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) 3

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 5
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) 10
2024-01-25 / Industry Takeaway:Tesla (TSLA US) Analyst:Jennifer Liang / (TSLA US)  USA Takeaway:Tesla (TSLA US) Jennifer Liang (TSLA US) 3
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) 6
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) 8