凱基理財雲

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Market strategyMORE

Date/ Category / Title Category Title Analyst Ticker / Company Click
2026-05-18 / DAILY Navigator KGI Taiwan Daily Navigator – 20260518 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260518 Taiwan Research 7
2026-05-15 / DAILY Navigator KGI Taiwan Daily Navigator – 20260515 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260515 Taiwan Research 3
2026-05-14 / DAILY Navigator KGI Taiwan Daily Navigator – 20260514 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260514 Taiwan Research 2
2026-05-13 / DAILY Navigator KGI Taiwan Daily Navigator – 20260513 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260513 Taiwan Research 2
2026-05-12 / DAILY Navigator KGI Taiwan Daily Navigator – 20250512 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20250512 Taiwan Research 2

Industry updateMORE

Date/ Industry / Title Industry Title Analyst Ticker / Company Click
2026-05-18 / Steel Steel sector: Earnings allocation under global trade protectionism Analyst:Jenny Liu、Eden Chang / CSC(2002)、Chung Hung(2014)  Steel Steel sector: Earnings allocation under global trade protectionism Jenny Liu、Eden Chang CSC(2002)、Chung Hung(2014) 0
2026-05-15 / Consumer Radar Monthly Consumer: Cautious 2Q26 consumer outlook Analyst:Angus Chuang、Eden Chang、Jenny Liu、Tommy Lai / Uni-President(1216)、VF(4771)、IGS(3293)、Visco(6782)  Consumer Radar Monthly Consumer: Cautious 2Q26 consumer outlook Angus Chuang、Eden Chang、Jenny Liu、Tommy Lai Uni-President(1216)、VF(4771)、IGS(3293)、Visco(6782) 2
2026-05-15 / Financial Financial sector: Capital market rally drove FHC April earnings to record highs Analyst:Eric Shih / TS Holdings(2887)、CTBC Holding(2891)、Fubon Financial(2881)、Chailease(5871)、SCSB(5876)、CATHAY FHC(2882)、SINOPACHOLDINGS(2890)  Financial Financial sector: Capital market rally drove FHC April earnings to record highs Eric Shih TS Holdings(2887)、CTBC Holding(2891)、Fubon Financial(2881)、Chailease(5871)、SCSB(5876)、CATHAY FHC(2882)、SINOPACHOLDINGS(2890) 1
2026-05-15 / Semiconductor Radar Monthly Semiconductor: AI shifts memory industry paradigm; wafer economics takes center stage Analyst:Hanhsuan Shen、Vera Wang、Pius Wu、Serena Hsu、Leon Chen、Lucas Liu、Felix Pan / HON(7769)、Alchip(3661)、MPI(6223)、WinWay(6515)、NTC(2408)、TSMC(2330)、KYEC(2449)、WEC(2344)  Semiconductor Radar Monthly Semiconductor: AI shifts memory industry paradigm; wafer economics takes center stage Hanhsuan Shen、Vera Wang、Pius Wu、Serena Hsu、Leon Chen、Lucas Liu、Felix Pan HON(7769)、Alchip(3661)、MPI(6223)、WinWay(6515)、NTC(2408)、TSMC(2330)、KYEC(2449)、WEC(2344) 5
2026-05-15 / Electronics Lotes (3533 TT): Stronger-than-expected server sales outlook despite margin headwinds in 1H26F Analyst:Angela Hsiang、Yvonney Chen / Lotes(3533)  Electronics Lotes (3533 TT): Stronger-than-expected server sales outlook despite margin headwinds in 1H26F Angela Hsiang、Yvonney Chen Lotes(3533) 6

Company updateMORE

Date/ Title Title Analyst Ticker / Company Click
2026-05-18 / Industry Vizionfocus (4771 TT): Stellar order intake Analyst:Angus Chuang、Eden Chang / VF(4771)  Vizionfocus (4771 TT): Stellar order intake Angus Chuang、Eden Chang VF(4771) 0
2026-05-18 / Industry Simplo (6121 TT): Improving gross margin for all segments Analyst:Angela Hsiang / SMP(6121)  Simplo (6121 TT): Improving gross margin for all segments Angela Hsiang SMP(6121) 0
2026-05-15 / Industry Gigabyte Technology (2376 TT): Surging AI server demand to boost 2026-27F earnings Analyst:Alex Yu、Angela Hsiang / Gigabyte(2376)  Gigabyte Technology (2376 TT): Surging AI server demand to boost 2026-27F earnings Alex Yu、Angela Hsiang Gigabyte(2376) 2
2026-05-15 / Industry Gold Circuit Electronics (2368 TT): Revise up 2Q26 forecast; accelerating capacity expansion Analyst:Jack Lin / GCE(2368)  Gold Circuit Electronics (2368 TT): Revise up 2Q26 forecast; accelerating capacity expansion Jack Lin GCE(2368) 1
2026-05-15 / Industry Visco Vision (6782 TT): Strong orders; accelerating capacity expansion Analyst:Angus Chuang、Eden Chang / Visco(6782)  Visco Vision (6782 TT): Strong orders; accelerating capacity expansion Angus Chuang、Eden Chang Visco(6782) 1

Overseas market strategyMORE

Date/ Category / Title Country Category Title Analyst Ticker / Company Click
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 2
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 4
2026-04-20 / Strategy Global asset allocation – US strategy: Rotate from defensives to AI-led growth; near-term caution after strong rallies Analyst:Carl Liu、Karen Yu /   USA Strategy Global asset allocation – US strategy: Rotate from defensives to AI-led growth; near-term caution after strong rallies Carl Liu、Karen Yu 9
2026-04-08 / Strategy Quantitative perspectives on US equities: We prefer energy, materials, industrials & utilities stocks Analyst:Carl Liu、Karen Yu、David Huang /   USA Strategy Quantitative perspectives on US equities: We prefer energy, materials, industrials & utilities stocks Carl Liu、Karen Yu、David Huang 4
2026-04-01 / Strategy 2Q26 global investment outlook : US–Iran war duration & scope to shape global economy; stock markets to regain strength after consolidation amid sectoral & cross-country rotations Analyst:Carl Liu、Ethan Chiu、Jessica Hung、Shawn Chen、Steven Chen、Karen Yu、David Huang /   Global Strategy 2Q26 global investment outlook : US–Iran war duration & scope to shape global economy; stock markets to regain strength after consolidation amid sectoral & cross-country rotations Carl Liu、Ethan Chiu、Jessica Hung、Shawn Chen、Steven Chen、Karen Yu、David Huang 7

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) 19
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