凱基理財雲

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Market strategyMORE

Date/ Category / Title Category Title Analyst Ticker / Company Click
2026-06-09 / DAILY Navigator KGI Taiwan Daily Navigator – 20260609 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260609 Taiwan Research 0
2026-06-08 / DAILY Navigator KGI Taiwan Daily Navigator – 20260608 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260608 Taiwan Research 4
2026-06-05 / DAILY Navigator KGI Taiwan Daily Navigator – 20260605 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260605 Taiwan Research 3
2026-06-04 / DAILY Navigator KGI Taiwan Daily Navigator – 20260604 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260604 Taiwan Research 3
2026-06-03 / DAILY Navigator KGI Taiwan Daily Navigator – 20260603 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260603 Taiwan Research 5

Industry updateMORE

Date/ Industry / Title Industry Title Analyst Ticker / Company Click
2026-06-06 / Electronics Computex 2026: AI infrastructure expands beyond GPU into CPU, optical connectivity & agentic AI Analyst:Angela Hsiang、Alex Yu、Terry Lee、Hanhsuan Shen、Rob Chang、Lucas Liu、Felix Pan / (VRT US)、King Slide(2059)、Fositek(6805)、EMC(2383)、GCE(2368)、Chenbro(8210)、AVC(3017)、DELTA(2308)、Jentech(3653)、(DELL US)、Accton(2345)  Electronics Computex 2026: AI infrastructure expands beyond GPU into CPU, optical connectivity & agentic AI Angela Hsiang、Alex Yu、Terry Lee、Hanhsuan Shen、Rob Chang、Lucas Liu、Felix Pan (VRT US)、King Slide(2059)、Fositek(6805)、EMC(2383)、GCE(2368)、Chenbro(8210)、AVC(3017)、DELTA(2308)、Jentech(3653)、(DELL US)、Accton(2345) 2
2026-06-03 / Sporting goods Sportswear sector: 2H26 outlook – Tepid order flow, but valuations already low Analyst:Jenny Liu、Eden Chang / FT(9910)、PCC(9904)、Makalot(1477)、CJ(6965)、Taiwan Paiho(9938)、ECLAT(1476)  Sporting goods Sportswear sector: 2H26 outlook – Tepid order flow, but valuations already low Jenny Liu、Eden Chang FT(9910)、PCC(9904)、Makalot(1477)、CJ(6965)、Taiwan Paiho(9938)、ECLAT(1476) 0
2026-05-21 / Transportation Container shipping sector: Sharply higher rates are wind in the sails for freight firms Analyst:Tommy Lai / WANHAI(2615)、YMTC(2609)、EMC(2603)  Transportation Container shipping sector: Sharply higher rates are wind in the sails for freight firms Tommy Lai WANHAI(2615)、YMTC(2609)、EMC(2603) 1
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) 3
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) 4

Company updateMORE

Date/ Title Title Analyst Ticker / Company Click
2026-06-08 / Industry ASPEED Technology (5274 TT): Supply constraints easing; server content growth intact Analyst:Lucas Liu、Vera Wang、Felix Pan / Aspeed(5274)  ASPEED Technology (5274 TT): Supply constraints easing; server content growth intact Lucas Liu、Vera Wang、Felix Pan Aspeed(5274) 2
2026-06-08 / Industry Evergreen Aviation Tech (2645 TT): Positive shipments outlook on material supply easing Analyst:Tommy Lai / EGAT(2645)  Evergreen Aviation Tech (2645 TT): Positive shipments outlook on material supply easing Tommy Lai EGAT(2645) 1
2026-06-04 / Industry Bora Pharmaceuticals (6472 TT): Rebound from rock bottom Analyst:Albert Chen、Kenny Hsu / Bora(6472)  Bora Pharmaceuticals (6472 TT): Rebound from rock bottom Albert Chen、Kenny Hsu Bora(6472) 2
2026-06-05 / Industry Sinbon Electronics (3023 TT)... Analyst:Terry Lee、Benson Cheng / Sinbon(3023)  Sinbon Electronics (3023 TT)... Terry Lee、Benson Cheng Sinbon(3023) 2
2026-06-03 / Industry TS FHC (2887 TT): 1Q26 adjusted EPS grew 324% YoY; positive 2026F outlook Analyst:Eric Shih / TS Holdings(2887)  TS FHC (2887 TT): 1Q26 adjusted EPS grew 324% YoY; positive 2026F outlook Eric Shih TS Holdings(2887) 3

Overseas market strategyMORE

Date/ Category / Title Country Category Title Analyst Ticker / Company Click
2026-06-03 / Strategy Quantitative perspectives on US equities: We prefer materials, industrial, technology, communications & financial stocks Analyst:Carl Liu、Karen Yu、David Huang /   USA Strategy Quantitative perspectives on US equities: We prefer materials, industrial, technology, communications & financial stocks Carl Liu、Karen Yu、David Huang 2
2026-05-20 / Strategy Global asset allocation – US strategy: Cyclicals to benefit from investment-driven growth; we favor tech, communication, raw materials, industrials, & utilities Analyst:Carl Liu、Karen Yu /   USA Strategy Global asset allocation – US strategy: Cyclicals to benefit from investment-driven growth; we favor tech, communication, raw materials, industrials, & utilities Carl Liu、Karen Yu 3
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 5
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

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) 20
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) 11
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