凱基理財雲

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Market strategyMORE

Date/ Category / Title Category Title Analyst Ticker / Company Click
2026-02-11 / DAILY Navigator KGI Taiwan Daily Navigator – 20260211 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260211 Taiwan Research 2
2026-02-10 / DAILY Navigator KGI Taiwan Daily Navigator – 20260210 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260210 Taiwan Research 3
2026-02-09 / DAILY Navigator KGI Taiwan Daily Navigator – 20260209 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260209 Taiwan Research 7
2026-02-06 / DAILY Navigator KGI Taiwan Daily Navigator – 20260206 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260206 Taiwan Research 1
2026-02-05 / DAILY Navigator KGI Taiwan Daily Navigator – 20260205 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260205 Taiwan Research 2

Industry updateMORE

Date/ Industry / Title Industry Title Analyst Ticker / Company Click
2026-02-13 / Financial Financial sector: Bank- & brokerage-centric FHCs net profits benefited from strong capital markets in January, while insurance-centric FHCs faced IFRS 17 pressure Analyst:Eric Shih / Yuanta Group(2885)、SINOPACHOLDINGS(2890)、TS Holdings(2887)、Fubon Financial(2881)、CTBC Holding(2891)、CATHAY FHC(2882)、E.S.F.H(2884)  Financial Financial sector: Bank- & brokerage-centric FHCs net profits benefited from strong capital markets in January, while insurance-centric FHCs faced IFRS 17 pressure Eric Shih Yuanta Group(2885)、SINOPACHOLDINGS(2890)、TS Holdings(2887)、Fubon Financial(2881)、CTBC Holding(2891)、CATHAY FHC(2882)、E.S.F.H(2884) 0
2026-02-06 / Electronics IT Hardware: Solid AI capex growth in 2026F Analyst:Angela Hsiang、Alex Yu、Yvonney Chen、Mike Liu / Fositek(6805)、Wistron(3231)、AVC(3017)、BHI (Bizlink)(3665)、Chenbro(8210)、DELTA(2308)、QCI(2382)、AURAS(3324)、King Slide(2059)  Electronics IT Hardware: Solid AI capex growth in 2026F Angela Hsiang、Alex Yu、Yvonney Chen、Mike Liu Fositek(6805)、Wistron(3231)、AVC(3017)、BHI (Bizlink)(3665)、Chenbro(8210)、DELTA(2308)、QCI(2382)、AURAS(3324)、King Slide(2059) 7
2026-01-19 / Electronics PCB sector: Riding several server platform upgrades in 2026F Analyst:Jack Lin / ITEQ(6213)、EMC(2383)、TUC(6274)、FHT(5439)、GCE(2368)、Tripod(3044)  Electronics PCB sector: Riding several server platform upgrades in 2026F Jack Lin ITEQ(6213)、EMC(2383)、TUC(6274)、FHT(5439)、GCE(2368)、Tripod(3044) 10
2026-01-15 / Electronics Radar Monthly IT Hardware: All eyes on GB supply chain in the near-term Analyst:Alex Yu、Angela Hsiang、Rob Chang、Yvonney Chen、Mike Liu / BHI (Bizlink)(3665)、Fositek(6805)、DELTA(2308)、QCI(2382)、Chenbro(8210)、AVC(3017)、Wistron(3231)  Electronics Radar Monthly IT Hardware: All eyes on GB supply chain in the near-term Alex Yu、Angela Hsiang、Rob Chang、Yvonney Chen、Mike Liu BHI (Bizlink)(3665)、Fositek(6805)、DELTA(2308)、QCI(2382)、Chenbro(8210)、AVC(3017)、Wistron(3231) 5
2026-01-10 / Electronics IT Hardware: GB shipments growth in 4Q25; 2026 outlook to brighten Analyst:Angela Hsiang、Yvonney Chen / Wiwynn(6669)、Hon Hai(2317)、Wistron(3231)、QCI(2382)  Electronics IT Hardware: GB shipments growth in 4Q25; 2026 outlook to brighten Angela Hsiang、Yvonney Chen Wiwynn(6669)、Hon Hai(2317)、Wistron(3231)、QCI(2382) 9

Company updateMORE

Date/ Title Title Analyst Ticker / Company Click
2026-02-11 / Industry Teco Electric (1504 TT)... Analyst:Benson Cheng、Terry Lee / Teco(1504)  Teco Electric (1504 TT)... Benson Cheng、Terry Lee Teco(1504) 2
2026-02-10 / Industry Faraday Technology (3035 TT): Accelerating structural shift toward advanced projects; risk-reward profile unattractive Analyst:Lucas Liu、Felix Pan / Faraday(3035)  Faraday Technology (3035 TT): Accelerating structural shift toward advanced projects; risk-reward profile unattractive Lucas Liu、Felix Pan Faraday(3035) 2
2026-02-10 / Industry Winbond Electronics (2344 TT): Outstanding guidance given for 2026 Analyst:Hanhsuan Shen / WEC(2344)  Winbond Electronics (2344 TT): Outstanding guidance given for 2026 Hanhsuan Shen WEC(2344) 3
2026-02-10 / Industry Parade Technologies (4966 TT): Near-term revenue & margin squeeze; ASIC-like business payoff to come later Analyst:Lucas Liu、Felix Pan / Parade(4966)  Parade Technologies (4966 TT): Near-term revenue & margin squeeze; ASIC-like business payoff to come later Lucas Liu、Felix Pan Parade(4966) 2
2026-02-10 / Industry AUO (2409 TT): 4Q25 operations still loss-making; AI deployment needs time Analyst:Jack Lin / AUO(2409)  AUO (2409 TT): 4Q25 operations still loss-making; AI deployment needs time Jack Lin AUO(2409) 2

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 4
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 5
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 1
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