凱基理財雲

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Market strategyMORE

Date/ Category / Title Category Title Analyst Ticker / Company Click
2026-04-08 / DAILY Navigator KGI Taiwan Daily Navigator – 20260408 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260408 Taiwan Research 2
2026-04-07 / DAILY Navigator KGI Taiwan Daily Navigator – 20260407 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260407 Taiwan Research 2
2026-04-02 / DAILY Navigator KGI Taiwan Daily Navigator – 20260402 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260402 Taiwan Research 4
2026-04-01 / DAILY Navigator KGI Taiwan Daily Navigator – 20260401 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260401 Taiwan Research 4
2026-03-31 / DAILY Navigator KGI Taiwan Daily Navigator – 20260331 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260331 Taiwan Research 2

Industry updateMORE

Date/ Industry / Title Industry Title Analyst Ticker / Company Click
2026-04-08 / Consumer Contact lens sector: Clearer vision ahead Analyst:Angus Chuang、Eden Chang / VF(4771)、Visco(6782)  Consumer Contact lens sector: Clearer vision ahead Angus Chuang、Eden Chang VF(4771)、Visco(6782) 0
2026-04-08 / Electronics PCB sector: 800GbE & 1.6TbE optical module PCB spec upgrades to fuel TAM expansion Analyst:Jack Lin / ZDT(4958)、EMC(2383)、Unimicron(3037)、COMPEQ(2313)  Electronics PCB sector: 800GbE & 1.6TbE optical module PCB spec upgrades to fuel TAM expansion Jack Lin ZDT(4958)、EMC(2383)、Unimicron(3037)、COMPEQ(2313) 0
2026-03-27 / Electronics Networking sector: Investment strategies in the event of easing memory prices & demand Analyst:Jackson Chiang、Kenny Hsu / GEMTEK(4906)、Arcadyan(3596)、AMPAK(6546)、WNC(6285)、SerComm(5388)、H.T.(2419)  Electronics Networking sector: Investment strategies in the event of easing memory prices & demand Jackson Chiang、Kenny Hsu GEMTEK(4906)、Arcadyan(3596)、AMPAK(6546)、WNC(6285)、SerComm(5388)、H.T.(2419) 7
2026-04-01 / Sporting goods Nike supply chain: Nike earnings call – facing challenges Analyst:Jenny Liu、Eden Chang / FT(9910)、PCC(9904)、ECLAT(1476)、Taiwan Paiho(9938)  Sporting goods Nike supply chain: Nike earnings call – facing challenges Jenny Liu、Eden Chang FT(9910)、PCC(9904)、ECLAT(1476)、Taiwan Paiho(9938) 5
2026-03-27 / Semiconductor Memory sector: Non-fundamental factors weigh on share prices, creating attractive valuations Analyst:Hanhsuan Shen、Felix Pan / Phison(8299)、InnoDisk(5289)、NTC(2408)  Semiconductor Memory sector: Non-fundamental factors weigh on share prices, creating attractive valuations Hanhsuan Shen、Felix Pan Phison(8299)、InnoDisk(5289)、NTC(2408) 4

Company updateMORE

Date/ Title Title Analyst Ticker / Company Click
2026-04-08 / Industry Vizionfocus (4771 TT): Best in class Analyst:Angus Chuang、Eden Chang / VF(4771)  Vizionfocus (4771 TT): Best in class Angus Chuang、Eden Chang VF(4771) 0
2026-04-08 / Industry Visco Vision (6782 TT): Well positioned for SiHy upside Analyst:Angus Chuang、Eden Chang / Visco(6782)  Visco Vision (6782 TT): Well positioned for SiHy upside Angus Chuang、Eden Chang Visco(6782) 0
2026-04-08 / Industry Nan Juen International (6584 TT): AI server rail kit sales growth to boost margins Analyst:Alex Yu、Angela Hsiang、Mike Liu / Nan Juen(6584)  Nan Juen International (6584 TT): AI server rail kit sales growth to boost margins Alex Yu、Angela Hsiang、Mike Liu Nan Juen(6584) 0
2026-04-07 / Industry Evergreen Marine (2603 TT): Spillover effects of Hormuz Strait blockade to ease off Analyst:Tommy Lai / EMC(2603)  Evergreen Marine (2603 TT): Spillover effects of Hormuz Strait blockade to ease off Tommy Lai EMC(2603) 1
2026-04-07 / Industry Bizlink (3665 TT): Beyond copper – Power & CPO trends Analyst:Terry Lee、Benson Cheng / BHI (Bizlink)(3665)  Bizlink (3665 TT): Beyond copper – Power & CPO trends Terry Lee、Benson Cheng BHI (Bizlink)(3665) 1

Overseas market strategyMORE

Date/ Category / Title Country Category Title Analyst Ticker / Company Click
2026-04-08 / Strategy Quantitative perspectives on US equities: We prefer energy, materials, industrials & utilities stocks Analyst:Carl Liu、Karen Yu、David Huang /   USA Strategy Quantitative perspectives on US equities: We prefer energy, materials, industrials & utilities stocks Carl Liu、Karen Yu、David Huang 0
2026-04-01 / Strategy 2Q26 global investment outlook : US–Iran war duration & scope to shape global economy; stock markets to regain strength after consolidation amid sectoral & cross-country rotations Analyst:Carl Liu、Ethan Chiu、Jessica Hung、Shawn Chen、Steven Chen、Karen Yu、David Huang /   Global Strategy 2Q26 global investment outlook : US–Iran war duration & scope to shape global economy; stock markets to regain strength after consolidation amid sectoral & cross-country rotations Carl Liu、Ethan Chiu、Jessica Hung、Shawn Chen、Steven Chen、Karen Yu、David Huang 7
2026-03-19 / Economics US Economy: March FOMC meeting: US–Iran tensions heighten economic uncertainty; FOMC more cautious on rate‑cut path Analyst:David Huang、Karen Yu /   USA Economics US Economy: March FOMC meeting: US–Iran tensions heighten economic uncertainty; FOMC more cautious on rate‑cut path David Huang、Karen Yu 6
2026-02-05 / Strategy Quantitative perspectives on US equities: We prefer energy, materials, industrials, consumer discretionary, & utilities stocks Analyst:Carl Liu、Karen Yu /   USA Strategy Quantitative perspectives on US equities: We prefer energy, materials, industrials, consumer discretionary, & utilities stocks Carl Liu、Karen Yu 5
2026-02-04 / Strategy Global asset allocation – US strategy: Short‑term volatility not driven by fundamentals; S&P 500 target raised to 7,800 Analyst:Carl Liu、Karen Yu /   USA Strategy Global asset allocation – US strategy: Short‑term volatility not driven by fundamentals; S&P 500 target raised to 7,800 Carl Liu、Karen Yu 7

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) 17
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) 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