凱基理財雲

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Market strategyMORE

Date/ Category / Title Category Title Analyst Ticker / Company Click
2025-10-16 / DAILY Navigator KGI Taiwan Daily Navigator – 20251016 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20251016 Taiwan Research 4
2025-10-15 / DAILY Navigator KGI Taiwan Daily Navigator – 20251015 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20251015 Taiwan Research 2
2025-10-14 / DAILY Navigator KGI Taiwan Daily Navigator – 20251014 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20251014 Taiwan Research 4
2025-10-09 / DAILY Navigator KGI Taiwan Daily Navigator – 20251009 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20251009 Taiwan Research 9
2025-10-08 / DAILY Navigator KGI Taiwan Daily Navigator – 20251008 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20251008 Taiwan Research 3

Industry updateMORE

Date/ Industry / Title Industry Title Analyst Ticker / Company Click
2025-10-16 / Electronics Radar Monthly IT Hardware: 4Q25F outlook – GB-series racks to drive sales growth; better-than-expected PC & smartphone demand Analyst:Alex Yu、Angela Hsiang、Rob Chang、Yvonney Chen、Mike Liu / Chenbro(8210)、Fositek(6805)、King Slide(2059)、AURAS(3324)、AVC(3017)、Wistron(3231)、Asustek(2357)、QCI(2382)、DELTA(2308)、BHI (Bizlink)(3665)、Hon Hai(2317)  Electronics Radar Monthly IT Hardware: 4Q25F outlook – GB-series racks to drive sales growth; better-than-expected PC & smartphone demand Alex Yu、Angela Hsiang、Rob Chang、Yvonney Chen、Mike Liu Chenbro(8210)、Fositek(6805)、King Slide(2059)、AURAS(3324)、AVC(3017)、Wistron(3231)、Asustek(2357)、QCI(2382)、DELTA(2308)、BHI (Bizlink)(3665)、Hon Hai(2317) 0
2025-10-16 / Electronics IT Hardware: GB300 shipments growing, but ASIC in transition in 4Q25F Analyst:Angela Hsiang、Alex Yu、Yvonney Chen / Fositek(6805)、BHI (Bizlink)(3665)、Hon Hai(2317)、King Slide(2059)、Wistron(3231)、AVC(3017)、AURAS(3324)、QCI(2382)、DELTA(2308)、Chenbro(8210)  Electronics IT Hardware: GB300 shipments growing, but ASIC in transition in 4Q25F Angela Hsiang、Alex Yu、Yvonney Chen Fositek(6805)、BHI (Bizlink)(3665)、Hon Hai(2317)、King Slide(2059)、Wistron(3231)、AVC(3017)、AURAS(3324)、QCI(2382)、DELTA(2308)、Chenbro(8210) 6
2025-10-14 / Electronics PCB sector: ABF substrate to enter price uptrend early as fiberglass cloth shortage intensifies Analyst:Jack Lin / N.P.C(8046)、Kinsus(3189)  Electronics PCB sector: ABF substrate to enter price uptrend early as fiberglass cloth shortage intensifies Jack Lin N.P.C(8046)、Kinsus(3189) 1
2025-10-14 / Electronics IT Hardware: Better-than-expected 3Q25 PC demand; bright 2025F outlook driven by commercial demand Analyst:Alex Yu、Angela Hsiang、Mike Liu / Wistron(3231)、Inventec(2356)、Asustek(2357)  Electronics IT Hardware: Better-than-expected 3Q25 PC demand; bright 2025F outlook driven by commercial demand Alex Yu、Angela Hsiang、Mike Liu Wistron(3231)、Inventec(2356)、Asustek(2357) 4
2025-10-14 / Consumer Radar Monthly Consumer: Bearing the brunt of higher tariffs in the holiday season Analyst:Jenny Liu、Hanhsuan Shen、Eden Chang、Angus Chuang、Fan-Jen Tseng、Tommy Lai / Gourmet(2723)、Uni-President(1216)、BAFANG(2753)  Consumer Radar Monthly Consumer: Bearing the brunt of higher tariffs in the holiday season Jenny Liu、Hanhsuan Shen、Eden Chang、Angus Chuang、Fan-Jen Tseng、Tommy Lai Gourmet(2723)、Uni-President(1216)、BAFANG(2753) 2

Company updateMORE

Date/ Title Title Analyst Ticker / Company Click
2025-10-16 / Industry TSMC (2330 TT): Engage on AI megatrend Analyst:Felix Pan / TSMC(2330)  TSMC (2330 TT): Engage on AI megatrend Felix Pan TSMC(2330) 1
2025-10-16 / Industry Zyxel Group (3704 TT): Outstanding 3Q25 gross margin; defense products outlook increasingly bright Analyst:Jackson Chiang / Zyxel Group(3704)  Zyxel Group (3704 TT): Outstanding 3Q25 gross margin; defense products outlook increasingly bright Jackson Chiang Zyxel Group(3704) 0
2025-10-15 / Industry Chief Telecom (6561 TT): Earnings YoY uptrend to remain intact Analyst:Fan-Jen Tseng、Hanhsuan Shen / Chief(6561)  Chief Telecom (6561 TT): Earnings YoY uptrend to remain intact Fan-Jen Tseng、Hanhsuan Shen Chief(6561) 1
2025-10-14 / Industry Kinsus (3189 TT): ABF price hikes on deepening fiberglass fabric shortages Analyst:Jack Lin / Kinsus(3189)  Kinsus (3189 TT): ABF price hikes on deepening fiberglass fabric shortages Jack Lin Kinsus(3189) 1
2025-10-14 / Industry Nan Ya PCB (8046 TT): ABF price hikes on deepening fiberglass fabric shortage Analyst:Jack Lin / N.P.C(8046)  Nan Ya PCB (8046 TT): ABF price hikes on deepening fiberglass fabric shortage Jack Lin N.P.C(8046) 1

Overseas market strategyMORE

Date/ Category / Title Country Category Title Analyst Ticker / Company Click
2025-10-09 / Strategy Quantitative perspectives on US equities: We prefer financial, industrials, healthcare, technology & utilities stocks Analyst:Carl Liu、Karen Yu /   USA Strategy Quantitative perspectives on US equities: We prefer financial, industrials, healthcare, technology & utilities stocks Carl Liu、Karen Yu 1
2025-10-02 / Strategy Global asset allocation –Europe strategy: Structural shifts boost long-term value in European stocks Analyst:Jessica Hung /   Global Strategy Global asset allocation –Europe strategy: Structural shifts boost long-term value in European stocks Jessica Hung 4
2025-09-22 / Strategy Global asset allocation - US Strategy: Cost reductions wane as rate cuts disappoint; US equities risk correction in 4Q25F Analyst:Carl Liu、Karen Yu /   USA Strategy Global asset allocation - US Strategy: Cost reductions wane as rate cuts disappoint; US equities risk correction in 4Q25F Carl Liu、Karen Yu 1
2025-09-18 / Economics US economy September FOMC meeting: US Fed paused tightening; stopped short of easing Analyst:Steven Chen /   USA Economics US economy September FOMC meeting: US Fed paused tightening; stopped short of easing Steven Chen 0
2025-09-08 / Strategy Quantitative perspectives on US equities: We prefer utilities, communication services, financials & consumer discretionary stocks Analyst:Carl Liu、Karen Yu /   USA Strategy Quantitative perspectives on US equities: We prefer utilities, communication services, financials & consumer discretionary stocks 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) 12
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