凱基理財雲

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Market strategyMORE

Date/ Category / Title Category Title Analyst Ticker / Company Click
2026-10-06 / DAILY Navigator KGI Taiwan Daily Navigator – 20261006 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20261006 Taiwan Research 4
2026-10-05 / Economics KGI Taiwan Daily Navigator – 20261005 Analyst:Taiwan Research /   Economics KGI Taiwan Daily Navigator – 20261005 Taiwan Research 5
2026-10-02 / DAILY Navigator KGI Taiwan Daily Navigator – 20261002 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20261002 Taiwan Research 5
2026-10-01 / DAILY Navigator KGI Taiwan Daily Navigator – 20261001 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20261001 Taiwan Research 4
2026-09-30 / DAILY Navigator KGI Taiwan Daily Navigator – 20260930 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260930 Taiwan Research 4

Industry updateMORE

Date/ Industry / Title Industry Title Analyst Ticker / Company Click
2026-09-30 / Electronics IT Hardware: TPU v8 ramp-up to drive AI-related growth in 2027F Analyst:Angela Hsiang、Alex Yu、Terry Lee、Jack Lin、Esther Tu / Co-Tech(8358)、DELTA(2308)、Ezconn(6442)、(AVGO US)、MediaTek(2454)、Hon Hai(2317)、GCE(2368)、LTC(2301)、LandMark(3081)、Fositek(6805)、Inventec(2356)、(LITE US)、Unimicron(3037)、EMC(2383)、AVC(3017)、Jentech(3653)  Electronics IT Hardware: TPU v8 ramp-up to drive AI-related growth in 2027F Angela Hsiang、Alex Yu、Terry Lee、Jack Lin、Esther Tu Co-Tech(8358)、DELTA(2308)、Ezconn(6442)、(AVGO US)、MediaTek(2454)、Hon Hai(2317)、GCE(2368)、LTC(2301)、LandMark(3081)、Fositek(6805)、Inventec(2356)、(LITE US)、Unimicron(3037)、EMC(2383)、AVC(3017)、Jentech(3653) 7
2026-09-16 / Electronics Radar Monthly IT Hardware: Foldable phones to be a new AI star Analyst:Rob Chang、Angela Hsiang、Alex Yu / Hon Hai(2317)、Wiwynn(6669)、DELTA(2308)、AVC(3017)、Fositek(6805)、Wistron(3231)、Jentech(3653)、TSMC(2330)、SZS(3376)、GCE(2368)  Electronics Radar Monthly IT Hardware: Foldable phones to be a new AI star Rob Chang、Angela Hsiang、Alex Yu Hon Hai(2317)、Wiwynn(6669)、DELTA(2308)、AVC(3017)、Fositek(6805)、Wistron(3231)、Jentech(3653)、TSMC(2330)、SZS(3376)、GCE(2368) 10
2026-09-15 / Semiconductor Radar Monthly Semiconductor: How can component supply imbalances be resolved? Analyst:Hanhsuan Shen、Vera Wang、Serena Hsu、Lucas Liu、Felix Pan / Kinik(1560)、GWC(6488)、WEC(2344)、ASEH(3711)、NTC(2408)、GUC(3443)、Aspeed(5274)、MediaTek(2454)、TSMC(2330)、CHPT(6510)  Semiconductor Radar Monthly Semiconductor: How can component supply imbalances be resolved? Hanhsuan Shen、Vera Wang、Serena Hsu、Lucas Liu、Felix Pan Kinik(1560)、GWC(6488)、WEC(2344)、ASEH(3711)、NTC(2408)、GUC(3443)、Aspeed(5274)、MediaTek(2454)、TSMC(2330)、CHPT(6510) 12
2026-09-15 / Financial Financial sector: August FHC earnings and net worth rebounded on investment gains; Taiwan’s central bank rate hikes to shore up bank NIM Analyst:Eric Shih、Frank Tsai / Mega FHC(2886)、SINOPACHOLDINGS(2890)、CTBC Holding(2891)、CATHAY FHC(2882)、TS Holdings(2887)、Fubon Financial(2881)、SCSB(5876)  Financial Financial sector: August FHC earnings and net worth rebounded on investment gains; Taiwan’s central bank rate hikes to shore up bank NIM Eric Shih、Frank Tsai Mega FHC(2886)、SINOPACHOLDINGS(2890)、CTBC Holding(2891)、CATHAY FHC(2882)、TS Holdings(2887)、Fubon Financial(2881)、SCSB(5876) 3
2026-09-15 / Semiconductor Semiconductor sector: 2027 AI chip outlook Analyst:Felix Pan、Vera Wang、Hanhsuan Shen、Serena Hsu、Lucas Liu / TSMC(2330)、Alchip(3661)、ASEH(3711)、MPI(6223)、GUC(3443)、WinWay(6515)、MediaTek(2454)、CHPT(6510)  Semiconductor Semiconductor sector: 2027 AI chip outlook Felix Pan、Vera Wang、Hanhsuan Shen、Serena Hsu、Lucas Liu TSMC(2330)、Alchip(3661)、ASEH(3711)、MPI(6223)、GUC(3443)、WinWay(6515)、MediaTek(2454)、CHPT(6510) 11

Company updateMORE

Date/ Title Title Analyst Ticker / Company Click
2026-10-06 / Industry Hiwin Technology (2049 TT): Higher earnings amid an extended upcycle Analyst:Angus Chuang、Eden Chang / Hiwin(2049)  Hiwin Technology (2049 TT): Higher earnings amid an extended upcycle Angus Chuang、Eden Chang Hiwin(2049) 1
2026-10-05 / Industry Keystone Microtech (6683 TT): Multiple projects driving rapid earnings growth Analyst:Serena Hsu、Felix Pan / KSMT(6683)  Keystone Microtech (6683 TT): Multiple projects driving rapid earnings growth Serena Hsu、Felix Pan KSMT(6683) 3
2026-10-02 / Industry Gold Circuit Electronics (2368 TT): Emerging as the benchmark leader in next-generation AI server PCB Analyst:Jack Lin / GCE(2368)  Gold Circuit Electronics (2368 TT): Emerging as the benchmark leader in next-generation AI server PCB Jack Lin GCE(2368) 2
2026-10-01 / Industry TSMC (2330 TT): HBM4e custom base dies to be new driver of N3 demand Analyst:Felix Pan / TSMC(2330)  TSMC (2330 TT): HBM4e custom base dies to be new driver of N3 demand Felix Pan TSMC(2330) 5
2026-09-30 / Industry Bafang Yunji (2753 TT): On the right track with US expansion Analyst:Angus Chuang、Eden Chang / BAFANG(2753)  Bafang Yunji (2753 TT): On the right track with US expansion Angus Chuang、Eden Chang BAFANG(2753) 6

Overseas market strategyMORE

Date/ Category / Title Country Category Title Analyst Ticker / Company Click
2026-10-06 / Strategy Quantitative perspectives on US equities: We prefer the industrial, consumer staples, healthcare, technology & communication services sectors Analyst:Carl Liu、Karen Yu、David Huang /   USA Strategy Quantitative perspectives on US equities: We prefer the industrial, consumer staples, healthcare, technology & communication services sectors Carl Liu、Karen Yu、David Huang 1
2026-10-02 / Strategy Quantitative perspectives on US equities: Rising odds of a Democratic midterm sweep, but divided government need not be a concern; easing uncertainty could create October buying opportunities Analyst:Carl Liu、Karen Yu /   USA Strategy Quantitative perspectives on US equities: Rising odds of a Democratic midterm sweep, but divided government need not be a concern; easing uncertainty could create October buying opportunities Carl Liu、Karen Yu 2
2026-09-17 / Economics US Economy: Long-term US Treasury yields unlikely to decline due to unfavorable cyclical & structural trends Analyst:David Huang /   USA Economics US Economy: Long-term US Treasury yields unlikely to decline due to unfavorable cyclical & structural trends David Huang 3
2026-09-17 / Economics US Economy: September FOMC meeting: A 25bps rate hike was unanimously supported by the FOMC; dot plot suggests the Fed is becoming impatient with rigid inflation Analyst:David Huang、Frank Tsai /   USA Economics US Economy: September FOMC meeting: A 25bps rate hike was unanimously supported by the FOMC; dot plot suggests the Fed is becoming impatient with rigid inflation David Huang、Frank Tsai 4
2026-09-15 / Strategy Quantitative perspectives on US equities: AI leadership to re-emerge on the 3Q26 earnings season & results of the midterm elections Analyst:Carl Liu、Karen Yu /   USA Strategy Quantitative perspectives on US equities: AI leadership to re-emerge on the 3Q26 earnings season & results of the midterm elections Carl Liu、Karen Yu 3

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

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 7
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