凱基理財雲

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Market strategyMORE

Date/ Category / Title Category Title Analyst Ticker / Company Click
2025-12-08 / DAILY Navigator KGI Taiwan Daily Navigator – 20251208 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20251208 Taiwan Research 3
2025-12-05 / DAILY Navigator KGI Taiwan Daily Navigator – 20251205 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20251205 Taiwan Research 2
2025-12-04 / DAILY Navigator KGI Taiwan Daily Navigator – 20251204 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20251204 Taiwan Research 5
2025-12-03 / DAILY Navigator KGI Taiwan Daily Navigator – 20251203 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20251203 Taiwan Research 4
2025-12-02 / DAILY Navigator KGI Taiwan Daily Navigator – 20251202 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20251202 Taiwan Research 3

Industry updateMORE

Date/ Industry / Title Industry Title Analyst Ticker / Company Click
2025-12-06 / Electronics IT Hardware : ASIC AI presents attractive market growth opportunities Analyst:Angela Hsiang、Alex Yu、Rob Chang、Yvonney Chen / QCI(2382)、Hon Hai(2317)、BHI (Bizlink)(3665)、King Slide(2059)、EMC(2383)、DELTA(2308)、Wiwynn(6669)  Electronics IT Hardware : ASIC AI presents attractive market growth opportunities Angela Hsiang、Alex Yu、Rob Chang、Yvonney Chen QCI(2382)、Hon Hai(2317)、BHI (Bizlink)(3665)、King Slide(2059)、EMC(2383)、DELTA(2308)、Wiwynn(6669) 2
2025-11-28 / Electric Heavy electrical sector: New US power plant construction to drive another wave of growth in large power transformer demand Analyst:Benson Cheng、Terry Lee / FE(1519)  Electric Heavy electrical sector: New US power plant construction to drive another wave of growth in large power transformer demand Benson Cheng、Terry Lee FE(1519) 1
2025-11-26 / Construction Construction sector: Housing transactions show signs of bottoming Analyst:Tommy Lai / Hiyes(2348)、DA-LI CO.,LTD.(6177)  Construction Construction sector: Housing transactions show signs of bottoming Tommy Lai Hiyes(2348)、DA-LI CO.,LTD.(6177) 3
2025-11-21 / Electronics IT Hardware: Server demand to strengthen; PC & smartphone demand to weaken in 2026F Analyst:Angela Hsiang、Alex Yu、Hanhsuan Shen、Yvonney Chen、Mike Liu / Hon Hai(2317)、MSI(2377)、ACER(2353)、Wiwynn(6669)、Catcher(2474)  Electronics IT Hardware: Server demand to strengthen; PC & smartphone demand to weaken in 2026F Angela Hsiang、Alex Yu、Hanhsuan Shen、Yvonney Chen、Mike Liu Hon Hai(2317)、MSI(2377)、ACER(2353)、Wiwynn(6669)、Catcher(2474) 12
2025-11-17 / Semiconductor Memory sector: Surge in general server procurement fueling a memory supercycle Analyst:Hanhsuan Shen、Felix Pan / NTC(2408)、WEC(2344)、InnoDisk(5289)  Semiconductor Memory sector: Surge in general server procurement fueling a memory supercycle Hanhsuan Shen、Felix Pan NTC(2408)、WEC(2344)、InnoDisk(5289) 6

Company updateMORE

Date/ Title Title Analyst Ticker / Company Click
2025-12-08 / Industry Drewloong Precision (4572 TT): Operational peak recovery postponed to 2027F Analyst:Fan-Jen Tseng、Hanhsuan Shen / DPI(4572)  Drewloong Precision (4572 TT): Operational peak recovery postponed to 2027F Fan-Jen Tseng、Hanhsuan Shen DPI(4572) 0
2025-12-05 / Industry Fositek (6805 TT)... Analyst:Alex Yu、Angela Hsiang、Mike Liu / Fositek(6805)  Fositek (6805 TT)... Alex Yu、Angela Hsiang、Mike Liu Fositek(6805) 2
2025-12-04 / Industry World Gym (2762 TT): Strong 2026 earnings growth outlook Analyst:Jenny Liu、Eden Chang / World Gym(2762)  World Gym (2762 TT): Strong 2026 earnings growth outlook Jenny Liu、Eden Chang World Gym(2762) 3
2025-12-03 / Industry First FHC (2892 TT): Positive 2026F outlook; 2025F cash dividend payout raised Analyst:Eric Shih / FFHC(2892)  First FHC (2892 TT): Positive 2026F outlook; 2025F cash dividend payout raised Eric Shih FFHC(2892) 2
2025-12-03 / Industry Gold Circuit Electronics (2368 TT)... Analyst:Jack Lin / GCE(2368)  Gold Circuit Electronics (2368 TT)... Jack Lin GCE(2368) 4

Overseas market strategyMORE

Date/ Category / Title Country Category Title Analyst Ticker / Company Click
2025-12-05 / Strategy 2026 global investment outlook: Global economy undergoing mild slowdown; AI theme dominating US equities, while non-US DMs benefiting from structural improvements & earnings upgrades Analyst:Carl Liu、Ethan Chiu、Jessica Hung、Shawn Chen、Steven Chen、Karen Yu /   Global Strategy 2026 global investment outlook: Global economy undergoing mild slowdown; AI theme dominating US equities, while non-US DMs benefiting from structural improvements & earnings upgrades Carl Liu、Ethan Chiu、Jessica Hung、Shawn Chen、Steven Chen、Karen Yu 3
2025-12-05 / Strategy Quantitative perspectives on US equities: Positive on healthcare, industrials, technology, consumer discretionary, consumer staples & energy Analyst:Carl Liu、Karen Yu /   USA Strategy Quantitative perspectives on US equities: Positive on healthcare, industrials, technology, consumer discretionary, consumer staples & energy Carl Liu、Karen Yu 0
2025-11-05 / Strategy Quantitative perspectives on US equities: We prefer industrials, healthcare, utilities & communication services stocks Analyst:Carl Liu、Karen Yu /   USA Strategy Quantitative perspectives on US equities: We prefer industrials, healthcare, utilities & communication services stocks Carl Liu、Karen Yu 3
2025-10-30 / Economics US economy: October FOMC meeting: Hawkish rate cut triggers concerns about slower cuts Analyst:Steven Chen /   USA Economics US economy: October FOMC meeting: Hawkish rate cut triggers concerns about slower cuts Steven Chen 6
2025-10-21 / Strategy Global asset allocation – US strategy: AI-driven productivity anchors valuations beyond FOMO & TACO, keeping bubbles at bay Analyst:Carl Liu、Karen Yu /   USA Strategy Global asset allocation – US strategy: AI-driven productivity anchors valuations beyond FOMO & TACO, keeping bubbles at bay Carl Liu、Karen Yu 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) 14
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 4
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