凱基理財雲

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Market strategyMORE

Date/ Category / Title Category Title Analyst Ticker / Company Click
2026-10-13 / DAILY Navigator KGI Taiwan Daily Navigator – 20261013 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20261013 Taiwan Research 4
2026-10-12 / DAILY Navigator KGI Taiwan Daily Navigator – 20261012 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20261012 Taiwan Research 4
2026-10-08 / DAILY Navigator KGI Taiwan Daily Navigator – 20261008 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20261008 Taiwan Research 4
2026-10-07 / Strategy Taiwan Strategy: Bull still has room to run; Taiex targeting 55,000 points before end-1H27F Analyst:Jeff Chang /   Strategy Taiwan Strategy: Bull still has room to run; Taiex targeting 55,000 points before end-1H27F Jeff Chang 6
2026-10-07 / DAILY Navigator KGI Taiwan Daily Navigator – 20261007 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20261007 Taiwan Research 3

Industry updateMORE

Date/ Industry / Title Industry Title Analyst Ticker / Company Click
2026-10-12 / Electronics IT Hardware: Deterioration in PC demand; weakness to last through 2027F Analyst:Alex Yu、Angela Hsiang / (HPQ US)、(DELL US)、Wistron(3231)、(AAPL US)、Compal(2324)、QCI(2382)、Asustek(2357)  Electronics IT Hardware: Deterioration in PC demand; weakness to last through 2027F Alex Yu、Angela Hsiang (HPQ US)、(DELL US)、Wistron(3231)、(AAPL US)、Compal(2324)、QCI(2382)、Asustek(2357) 2
2026-10-07 / Electronics IT Hardware: Server demand growth to remain strong in 2027F Analyst:Angela Hsiang、Alex Yu / Jentech(3653)、AVC(3017)、Hon Hai(2317)、Unimicron(3037)、GCE(2368)、DELTA(2308)、EMC(2383)、Aspeed(5274)、Wiwynn(6669)、Wistron(3231)、Lotes(3533)、King Slide(2059)  Electronics IT Hardware: Server demand growth to remain strong in 2027F Angela Hsiang、Alex Yu Jentech(3653)、AVC(3017)、Hon Hai(2317)、Unimicron(3037)、GCE(2368)、DELTA(2308)、EMC(2383)、Aspeed(5274)、Wiwynn(6669)、Wistron(3231)、Lotes(3533)、King Slide(2059) 12
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) 10
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) 12
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) 13

Company updateMORE

Date/ Title Title Analyst Ticker / Company Click
2026-10-13 / Industry Parade Technologies (4966 TT): 3Q26 preview – PC/ NB demand worse than feared Analyst:Lucas Liu、Vera Wang、Felix Pan / Parade(4966)  Parade Technologies (4966 TT): 3Q26 preview – PC/ NB demand worse than feared Lucas Liu、Vera Wang、Felix Pan Parade(4966) 1
2026-10-12 / Industry 91APP (6741 TT): Enterprise AI moves from conversational to execution with AgentOne platform Analyst:Andrew Cheng、Andy Huang / 91APP(6741)  91APP (6741 TT): Enterprise AI moves from conversational to execution with AgentOne platform Andrew Cheng、Andy Huang 91APP(6741) 2
2026-10-11 / Industry Wiwynn (6669 TT): Robust custom AI server demand to sustain 2027F growth Analyst:Angela Hsiang / Wiwynn(6669)  Wiwynn (6669 TT): Robust custom AI server demand to sustain 2027F growth Angela Hsiang Wiwynn(6669) 5
2026-10-08 / Industry Nanya Technology (2408 TT): 3Q26 earnings preview – More growth stories yet to unfold Analyst:Hanhsuan Shen、Vera Wang、Felix Pan / NTC(2408)  Nanya Technology (2408 TT): 3Q26 earnings preview – More growth stories yet to unfold Hanhsuan Shen、Vera Wang、Felix Pan NTC(2408) 3
2026-10-08 / Industry Neousys Technology (6922 TT): Defense projects ramp-up; automation demand recovery Analyst:Hanhsuan Shen、Vera Wang、Felix Pan / Neousys(6922)  Neousys Technology (6922 TT): Defense projects ramp-up; automation demand recovery Hanhsuan Shen、Vera Wang、Felix Pan Neousys(6922) 3

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 2
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