凱基理財雲

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Market strategyMORE

Date/ Category / Title Category Title Analyst Ticker / Company Click
2025-02-05 / DAILY Navigator KGI Taiwan Daily Navigator – 20250205 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20250205 Taiwan Research 3
2025-02-04 / DAILY Navigator KGI Taiwan Daily Navigator – 20250204 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20250204 Taiwan Research 3
2025-02-03 / DAILY Navigator KGI Taiwan Daily Navigator – 20250203 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20250203 Taiwan Research 5
2025-01-22 / DAILY Navigator KGI Taiwan Daily Navigator – 20250122 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20250122 Taiwan Research 4
2025-01-21 / Economics Taiwan economy: Export orders to fall by 3.0% YoY in January Analyst:Carl Liu、Harper Lin /   Economics Taiwan economy: Export orders to fall by 3.0% YoY in January Carl Liu、Harper Lin 1

Industry updateMORE

Date/ Industry / Title Industry Title Analyst Ticker / Company Click
2025-02-04 / Electronics Thermal sector: GB200 mass production to boost 1Q25F sales growth QoQ Analyst:Angela Hsiang、Alex Yu、Yvonney Chen / AURAS(3324)、AVC(3017)  Electronics Thermal sector: GB200 mass production to boost 1Q25F sales growth QoQ Angela Hsiang、Alex Yu、Yvonney Chen AURAS(3324)、AVC(3017) 1
2025-01-15 / Electronics Radar Monthly IT Hardware: Focus on ASIC AI server suppliers Analyst:Angela Hsiang、Alex Yu、Yvonney Chen / AURAS(3324)、EMC(2383)、GCE(2368)、Accton(2345)、Wiwynn(6669)、MSI(2377)、Asustek(2357)、AVC(3017)  Electronics Radar Monthly IT Hardware: Focus on ASIC AI server suppliers Angela Hsiang、Alex Yu、Yvonney Chen AURAS(3324)、EMC(2383)、GCE(2368)、Accton(2345)、Wiwynn(6669)、MSI(2377)、Asustek(2357)、AVC(3017) 9
2025-01-14 / Semiconductor Radar Monthly Semiconductor: TSMC investor conference & AI to set the tone for 2025F Analyst:Lucas Liu、Megan Li、Serena Hsu、Josh Huang、Felix Pan / VIS(5347)、Airoha(6526)、Alchip(3661)、WT(3036)、TSMC(2330)、MediaTek(2454)、Andes(6533)、GPTC(3131)  Semiconductor Radar Monthly Semiconductor: TSMC investor conference & AI to set the tone for 2025F Lucas Liu、Megan Li、Serena Hsu、Josh Huang、Felix Pan VIS(5347)、Airoha(6526)、Alchip(3661)、WT(3036)、TSMC(2330)、MediaTek(2454)、Andes(6533)、GPTC(3131) 8
2025-01-14 / Electronics CES 2025: AI innovations took center stage Analyst:Angela Hsiang、Alex Yu、Yvonney Chen / MSI(2377)、Solomon(2359)、KenMec(6125)、Hiwin(2049)、Asustek(2357)、AURAS(3324)、Gigabyte(2376)  Electronics CES 2025: AI innovations took center stage Angela Hsiang、Alex Yu、Yvonney Chen MSI(2377)、Solomon(2359)、KenMec(6125)、Hiwin(2049)、Asustek(2357)、AURAS(3324)、Gigabyte(2376) 7
2025-01-13 / Electronics PCB sector: Strong 1Q25F outlook on AWS’ server & 800G switch demand Analyst:Jack Lin / GCE(2368)、EMC(2383)  Electronics PCB sector: Strong 1Q25F outlook on AWS’ server & 800G switch demand Jack Lin GCE(2368)、EMC(2383) 2

Company updateMORE

Date/ Title Title Analyst Ticker / Company Click
2025-02-05 / Industry Takeaway: Realtek (2379 TT) Analyst:Lucas Liu、Megan Li / RT(2379)  Takeaway: Realtek (2379 TT) Lucas Liu、Megan Li RT(2379) 1
2025-02-05 / Industry Zyxel Group (3704 TT): Demand to recover in 2025F Analyst:Jackson Chiang、Sean Sun / Zyxel Group(3704)  Zyxel Group (3704 TT): Demand to recover in 2025F Jackson Chiang、Sean Sun Zyxel Group(3704) 1
2025-02-05 / Industry Parade Technologies (4966 TT): Still too early to turn positive Analyst:Lucas Liu、Megan Li / Parade(4966)  Parade Technologies (4966 TT): Still too early to turn positive Lucas Liu、Megan Li Parade(4966) 1
2025-02-05 / Industry MediaTek (2454 TT)... Analyst:Felix Pan、Megan Li / MediaTek(2454)  MediaTek (2454 TT)... Felix Pan、Megan Li MediaTek(2454) 3
2025-02-03 / Industry LandMark Optoelectronics (3081 TT): Silicon photonics sales growth to accelerate Analyst:Jackson Chiang、Sean Sun / LandMark(3081)  LandMark Optoelectronics (3081 TT): Silicon photonics sales growth to accelerate Jackson Chiang、Sean Sun LandMark(3081) 5

Overseas market strategyMORE

Date/ Category / Title Country Category Title Analyst Ticker / Company Click
2025-01-16 / Strategy US strategy: Risks from high yields & Trump's policies Analyst:Carl Liu、Harper Lin /   USA Strategy US strategy: Risks from high yields & Trump's policies Carl Liu、Harper Lin 2
2024-12-19 / Theme report US economy: FOMC December meeting: Hawkish rate cut by the Fed Analyst:Steven Chen /   USA Theme report US economy: FOMC December meeting: Hawkish rate cut by the Fed Steven Chen 3
2024-12-06 / Strategy 2025 global investment outlook: Economic risks to rise as Trump takes office; stock markets to fare better in 1H25F than 2H25F Analyst:Carl Liu、Harper Lin、Jessica Hung、Steven Chen /   Global Strategy 2025 global investment outlook: Economic risks to rise as Trump takes office; stock markets to fare better in 1H25F than 2H25F Carl Liu、Harper Lin、Jessica Hung、Steven Chen 5
2024-11-08 / Economics US economy: FOMC November meeting: Uncertainties in policy, outlook & rate cut path Analyst:Steven Chen /   USA Economics US economy: FOMC November meeting: Uncertainties in policy, outlook & rate cut path Steven Chen 5
2024-10-24 / Strategy US strategy: Stock market to move on soft landing; risk of fewer rate cuts amid overheated economy Analyst:Carl Liu、Harper Lin /   USA Strategy US strategy: Stock market to move on soft landing; risk of fewer rate cuts amid overheated economy Carl Liu、Harper Lin 2

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) 9
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) 2
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
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) 5
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) 7
2023-09-04 / Industry Tesla (TSLA.O/T... Analyst:Jennifer Liang、Terry Lee / (TSLA US)  USA Tesla (TSLA.O/T... Jennifer Liang、Terry Lee (TSLA US) 6