凱基理財雲

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Market strategyMORE

Date/ Category / Title Category Title Analyst Ticker / Company Click
2026-08-18 / DAILY Navigator KGI Taiwan Daily Navigator – 20260818 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260818 Taiwan Research 4
2026-08-17 / Strategy Taiwan Strategy: From buildout to adoption – The AI boom continues to drive Taiex earnings upgrades Analyst:Jeff Chang /   Strategy Taiwan Strategy: From buildout to adoption – The AI boom continues to drive Taiex earnings upgrades Jeff Chang 4
2026-08-17 / DAILY Navigator KGI Taiwan Daily Navigator – 20260817 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260817 Taiwan Research 4
2026-08-14 / DAILY Navigator KGI Taiwan Daily Navigator – 20260814 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260814 Taiwan Research 6
2026-08-13 / DAILY Navigator KGI Taiwan Daily Navigator – 20260813 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260813 Taiwan Research 4

Industry updateMORE

Date/ Industry / Title Industry Title Analyst Ticker / Company Click
2026-08-17 / Financial Financial sector: Intensified capital market volatility dragged down July earnings Analyst:Eric Shih / TS Holdings(2887)、Fubon Financial(2881)、SCSB(5876)、CTBC Holding(2891)、SINOPACHOLDINGS(2890)  Financial Financial sector: Intensified capital market volatility dragged down July earnings Eric Shih TS Holdings(2887)、Fubon Financial(2881)、SCSB(5876)、CTBC Holding(2891)、SINOPACHOLDINGS(2890) 5
2026-08-13 / Semiconductor Radar Monthly Semiconductor: Let’s talk about free cash flow & market concerns Analyst:Felix Pan、Vera Wang、Pius Wu、Hanhsuan Shen、Serena Hsu、Lucas Liu / GUC(3443)、ASEH(3711)、GWC(6488)、NTC(2408)、MediaTek(2454)、HON(7769)、Chipbond(6147)、UMC(2303)、WEC(2344)、WinWay(6515)、TSMC(2330)、Alchip(3661)  Semiconductor Radar Monthly Semiconductor: Let’s talk about free cash flow & market concerns Felix Pan、Vera Wang、Pius Wu、Hanhsuan Shen、Serena Hsu、Lucas Liu GUC(3443)、ASEH(3711)、GWC(6488)、NTC(2408)、MediaTek(2454)、HON(7769)、Chipbond(6147)、UMC(2303)、WEC(2344)、WinWay(6515)、TSMC(2330)、Alchip(3661) 6
2026-08-13 / Consumer Radar Monthly Consumer: Inflation concerns continue to dictate consumer spending Analyst:Angus Chuang、Eden Chang、Jenny Liu、Tommy Lai / Visco(6782)、CAL(2610)、VF(4771)、Giant(9921)、EVAAIR(2618)、MIC(9914)  Consumer Radar Monthly Consumer: Inflation concerns continue to dictate consumer spending Angus Chuang、Eden Chang、Jenny Liu、Tommy Lai Visco(6782)、CAL(2610)、VF(4771)、Giant(9921)、EVAAIR(2618)、MIC(9914) 3
2026-07-31 / Financial Financial sector: Robust capital markets boosted FHCs’ 2Q26 net worth & other equity Analyst:Eric Shih / CTBC Holding(2891)、SCSB(5876)、TS Holdings(2887)、Fubon Financial(2881)、SINOPACHOLDINGS(2890)  Financial Financial sector: Robust capital markets boosted FHCs’ 2Q26 net worth & other equity Eric Shih CTBC Holding(2891)、SCSB(5876)、TS Holdings(2887)、Fubon Financial(2881)、SINOPACHOLDINGS(2890) 2
2026-07-21 / Electronics PCB sector: ABF to see widening supply shortages in 2027-28F Analyst:Jack Lin / Kinsus(3189)、Unimicron(3037)、N.P.C(8046)  Electronics PCB sector: ABF to see widening supply shortages in 2027-28F Jack Lin Kinsus(3189)、Unimicron(3037)、N.P.C(8046) 14

Company updateMORE

Date/ Title Title Analyst Ticker / Company Click
2026-08-17 / Industry Evergreen Aviation Tech (2645 TT): Drone budget approvals to prompt re-rating buzz Analyst:Tommy Lai / EGAT(2645)  Evergreen Aviation Tech (2645 TT): Drone budget approvals to prompt re-rating buzz Tommy Lai EGAT(2645) 2
2026-08-17 / Industry Topoint Technology (8021 TT): High aspect ratio & coated drills bode well for gross margin Analyst:Jack Lin / Topoint(8021)  Topoint Technology (8021 TT): High aspect ratio & coated drills bode well for gross margin Jack Lin Topoint(8021) 2
2026-08-14 / Industry Gigabyte Technology (2376 TT): Brighter server sales outlook in 2H26-2027F Analyst:Alex Yu、Angela Hsiang / Gigabyte(2376)  Gigabyte Technology (2376 TT): Brighter server sales outlook in 2H26-2027F Alex Yu、Angela Hsiang Gigabyte(2376) 5
2026-08-14 / Industry Merida Industry (9914 TT): Demand recovery to drive faster earnings growth Analyst:Angus Chuang、Eden Chang / MIC(9914)  Merida Industry (9914 TT): Demand recovery to drive faster earnings growth Angus Chuang、Eden Chang MIC(9914) 2
2026-08-14 / Industry Takeaway: Alchip (3661 TT) Analyst:Lucas Liu、Vera Wang / Alchip(3661)  Takeaway: Alchip (3661 TT) Lucas Liu、Vera Wang Alchip(3661) 2

Overseas market strategyMORE

Date/ Category / Title Country Category Title Analyst Ticker / Company Click
2026-08-07 / Economics US Economy: Structural influences of the five task forces Analyst:David Huang /   USA Economics US Economy: Structural influences of the five task forces David Huang 8
2026-08-06 / Strategy Quantitative perspectives on US equities: We prefer materials, industrials, information technology, and communication services sectors Analyst:Carl Liu、Karen Yu、David Huang /   USA Strategy Quantitative perspectives on US equities: We prefer materials, industrials, information technology, and communication services sectors Carl Liu、Karen Yu、David Huang 4
2026-07-21 / Strategy Global asset allocation – US strategy: Recent market weakness reflects valuation concerns; limited upside for yields & resilient fundamentals to see the correction run its course after mid-3Q26F Analyst:Carl Liu、Karen Yu /   USA Strategy Global asset allocation – US strategy: Recent market weakness reflects valuation concerns; limited upside for yields & resilient fundamentals to see the correction run its course after mid-3Q26F Carl Liu、Karen Yu 2
2026-07-16 / Strategy 2H26 global investment outlook: Investment-led growth takes hold in US as global manufacturing recovers; AI continues to favor US & emerging Asian equities Analyst:Carl Liu、Ethan Chiu、Jessica Hung、Shawn Chen、Steven Chen、Karen Yu、David Huang /   Global Strategy 2H26 global investment outlook: Investment-led growth takes hold in US as global manufacturing recovers; AI continues to favor US & emerging Asian equities Carl Liu、Ethan Chiu、Jessica Hung、Shawn Chen、Steven Chen、Karen Yu、David Huang 6
2026-07-07 / Strategy Quantitative perspectives on US equities: We prefer materials, industrial, consumer staples, tech & communications stocks Analyst:Carl Liu、Karen Yu、David Huang /   USA Strategy Quantitative perspectives on US equities: We prefer materials, industrial, consumer staples, tech & communications stocks Carl Liu、Karen Yu、David Huang 4

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
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) 3
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) 5

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 6
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
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) 9