{"id":23417,"date":"2023-02-15T07:47:00","date_gmt":"2023-02-14T23:47:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=23417"},"modified":"2023-02-15T09:44:49","modified_gmt":"2023-02-15T01:44:49","slug":"kgi-daily-trading-ideas-15-feb-2023-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-15-feb-2023-zh\/","title":{"rendered":"2023\u5e7402\u670815\u65e5: \u80dc\u79d1\u6d77\u4e8b (SMM SP), \u4e2d\u56fd\u6d77\u6d0b\u77f3\u6cb9 (883 HK), \u8bfa\u65af\u6d1b\u666e\u2022\u683c\u9c81\u95e8 (NOC US)"},"content":{"rendered":"\n<p class=\"has-cyan-bluish-gray-background-color has-background wp-block-paragraph\"><a href=\"#sg\">\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350<\/a> |<a href=\"#hk\"> \u9999\u6e2f\u80a1\u7968\u63a8\u8350<\/a> | <a href=\"#us\">\u7f8e\u80a1\u63a8\u8350<\/a> | <a href=\"http:\/\/sp\">\u884c\u4e1a\u677f\u5757\u8868\u73b0<\/a> | <a href=\"#td\"> \u4ea4\u6613\u9f99\u864e\u699c<\/a> <\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"sg\"><strong><img fetchpriority=\"high\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/lh4.googleusercontent.com\/CYrMUUuiThMlTBL2F831WJCiJNEll7A2g_ReY5PuRf95HqwkBEAYAV_hQiomy0yt76jYMvZ1r9_4mH03FqcsErOGJcSlPATU7VUHv7nyIRHhlXU_TlvFgWfkHH9S6rlZ220HL6Mvc4euPVlb8OqIpyE\"><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23417-_ig650ws0zj44\"><\/a><strong>\u80dc\u79d1\u6d77\u4e8b (SMM SP)\uff1a\u4e1c\u5357\u4e9a\u7ecf\u6d4e\u91cd\u5f00\u6982\u5ff5\u80a1<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.135\uff0c\u76ee\u6807\u4ef7\uff1a0.145\uff0c\u6b62\u635f\u4ef7\uff1a0.130<\/strong>\n  <\/li><li>\n    \u516c\u53f8\u4e3a\u5168\u7403\u79bb\u5cb8\u3001\u6d77\u4e8b\u548c\u80fd\u6e90\u884c\u4e1a\u63d0\u4f9b\u5de5\u7a0b\u89e3\u51b3\u65b9\u6848\u3002\u8be5\u96c6\u56e2\u4e13\u6ce8\u4e8e\u56db\u4e2a\u5173\u952e\u9886\u57df\uff0c\u4e3b\u8981\u662f\u94bb\u673a\u548c\u6d6e\u53f0\u3001\u7ef4\u4fee\u548c\u5347\u7ea7\u3001\u79bb\u5cb8\u5e73\u53f0\u548c\u4e13\u4e1a\u9020\u8239\u3002\u8be5\u96c6\u56e2\u5728\u65b0\u52a0\u5761\u3001\u5370\u5ea6\u5c3c\u897f\u4e9a\u3001\u82f1\u56fd\u548c\u5df4\u897f\u7ecf\u8425\u9020\u8239\u5382\u3002\u5176\u4e3b\u8981\u5ba2\u6237\u5305\u62ec\u5927\u578b\u80fd\u6e90\u516c\u53f8\u3001\u94bb\u4e95\u627f\u5305\u5546\u3001\u822a\u8fd0\u516c\u53f8\u548c\u6d6e\u5f0f\u751f\u4ea7\u88c5\u7f6e\u7684\u6240\u6709\u8005\/\u8fd0\u8425\u5546\u3002\n  <\/li><li><strong>\u6f5c\u5728\u6536\u8d2d\u3002<\/strong>\u80dc\u79d1\u6d77\u4e8b\u53d1\u5e03\u4e862022\u5e74\u7b2c\u4e09\u5b63\u5ea6\u548c\u622a\u81f32022\u5e749\u670830\u65e5\u7684\u4e5d\u4e2a\u6708\u7684\u4e2d\u671f\u4e1a\u7ee9\u3002\u8be5\u516c\u53f8\u5ba3\u5e03\uff0c\u5df2\u7b7e\u7f72\u4fee\u8ba2\u534f\u8bae\uff0c\u901a\u8fc7\u76f4\u63a5\u6536\u8d2d\u5409\u5b9d\u79bb\u5cb8\u6d77\u4e8b (KOM) \u5b9e\u65bd\u7684\u62df\u8bae\u5408\u5e76\u4e24\u5bb6\u4f01\u4e1a\uff0c\u7b80\u5316\u4e86\u4ea4\u6613\u7ed3\u6784\u548c\u6539\u8fdb\u4e86\u6761\u6b3e\u3002\u80dc\u79d1\u6d77\u4e8b\u9884\u8ba1\u4e8e2023\u5e741\u6708\u5c31\u6536\u8d2d\u4e8b\u5b9c\u53ec\u5f00\u7279\u522b\u80a1\u4e1c\u5927\u4f1a\u3002\u5982\u679c\u4ea4\u6613\u6210\u529f\uff0c\u6de1\u9a6c\u9521\u5c06\u6301\u6709\u80dc\u79d1\u6d77\u4e8b\u65b0\u5b9e\u4f53\u7ea635.5%\u7684\u80a1\u4efd\uff0c\u76ee\u524d\u4e3a54.6%\u3002\n  <\/li><li><strong>\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u81ea2022\u8d22\u5e74\u5f00\u59cb\uff0c\u96c6\u56e2\u5171\u670921\u4e2a\u9879\u76ee\u6b63\u5728\u6267\u884c\uff0c\u5176\u4e2d12\u4e2a\u9879\u76ee\u8ba1\u5212\u57282022\u8d22\u5e74\u5b8c\u6210\u548c\u4ea4\u4ed8\u3002\u636e\u62a5\u9053\uff0c\u622a\u6b62\u7b2c\u4e09\u5b63\u5ea6\u4e3a\u6b62\uff0c\u516c\u53f8\u7ee7\u7eed\u987a\u5229\u6267\u884c\u9879\u76ee\uff0c\u6210\u529f\u5b8c\u6210\u4e869\u4e2a\u9879\u76ee\u5e76\u5411\u5ba2\u6237\u4ea4\u4ed8\u4e86\u4ea7\u54c1\u3002\u5c3d\u7ba1\u53d6\u5f97\u4e86\u8fd9\u4e9b\u6210\u529f\uff0c\u4f46\u516c\u53f8\u9884\u8ba12022\u5e74\u4e0b\u534a\u5e74\u7684\u4e8f\u635f\u5e45\u5ea6\u4e0e2022\u5e74\u4e0a\u534a\u5e74\u76f8\u4f3c\u3002\u6b64\u5916\uff0c\u516c\u53f8\u62a5\u544a\u79f0\uff0c\u622a\u6b62\u524d\u4e09\u5b63\u4e3a\u6b62\u5df2\u83b7\u5f97\u8d85\u8fc767.1\u4ebf\u65b0\u5143\u7684\u65b0\u5408\u540c\uff0c\u5176\u4e2d\u5305\u62ec4.2\u4ebf\u65b0\u5143\u7684\u7ef4\u4fee\u548c\u5347\u7ea7\u5408\u540c\uff0c\u5176\u4e2d\u6700\u5927\u7684\u5408\u540c\u4ef7\u503c42.5\u4ebf\u65b0\u5143\uff0c\u6765\u81ea\u5df4\u897f\u56fd\u5bb6\u77f3\u6cb9\u516c\u53f8\u7684P-82 FPSO\u3002\u524d\u4e09\u5b63\u96c6\u56e2\u7684\u51c0\u8ba2\u5355\u91cf\u4e3a71.1\u4ebf\u65b0\u5143\uff0c\u5176\u4e2d\u53ef\u518d\u751f\u98ce\u80fd\u548c\u5176\u4ed6\u66f4\u6e05\u6d01\u548c\u7eff\u8272\u7684\u89e3\u51b3\u65b9\u6848\u7ea6\u536034%\u3002\n  <\/li><li><strong>\u516c\u53f8\u524d\u666f\u3002<\/strong>\u516c\u53f8\u7684\u524d\u666f\u662f\u79ef\u6781\u7684\uff0c\u56e0\u4e3a\u7ba1\u7406\u5c42\u770b\u5230\u4e86\u8ba2\u5355\u7684\u589e\u52a0\uff0c\u8fd9\u662f\u7531\u4e8e\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u4ef7\u683c\u9ad8\u4f01\u3001\u5730\u7f18\u653f\u6cbb\u7d27\u5f20\u5c40\u52bf\u5bfc\u81f4\u5bf9\u80fd\u6e90\u5b89\u5168\u7684\u91cd\u65b0\u5173\u6ce8\u4ee5\u53ca\u5411\u53ef\u518d\u751f\u80fd\u6e90\u7684\u8f6c\u53d8\u7b49\u56e0\u7d20\u7684\u7efc\u5408\u4f5c\u7528\u3002\u8fd9\u8868\u660e\uff0c\u516c\u53f8\u7684\u4e1a\u7ee9\u5f88\u53ef\u80fd\u5728\u4e0d\u4e45\u7684\u5c06\u6765\u7ee7\u7eed\u6539\u5584\u3002\n  <\/li><li>\n    \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a-0.001\/0.002\uff0c\u5f6d\u535a\u5171\u8bc6\u5e73\u574712\u4e2a\u6708\u76ee\u6807\u4ef7\u4e3a0.140\u65b0\u5143\u3002\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1226\" height=\"765\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-189.png\" alt=\"\" class=\"wp-image-23455\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-189.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-189-300x187.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-189-1024x639.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-189-768x479.png 768w\" sizes=\"(max-width: 1226px) 100vw, 1226px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23417-_9ctm8ukw9e4m\"><\/a><strong><img decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-190.png\" class=\"wp-image-23456\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-190.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-190-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23417-_7l9m6p91xb9q\"><\/a><strong>\u626c\u5b50\u6c5f\u8239\u4e1a (BS6 SP)\uff1a\u53d7\u76ca\u4e8e\u79ef\u6781\u7684\u7f8e\u56fd\u6570\u636e<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.20\uff0c\u76ee\u6807\u4ef7\uff1a1.37\uff0c\u6b62\u635f\u4ef7\uff1a1.15    <\/strong>\n  <\/li><li>\n    \u626c\u5b50\u6c5f\u8239\u4e1a\u63a7\u80a1\u6709\u9650\u516c\u53f8\u751f\u4ea7\u5404\u7c7b\u8239\u8236\u3002\u8be5\u516c\u53f8\u751f\u4ea7\u5404\u79cd\u5404\u6837\u7684\u5546\u8239\u3001\u5c0f\u578b\u6563\u8d27\u8239\u3001\u591a\u7528\u9014\u8d27\u8239\u3001\u96c6\u88c5\u7bb1\u8239\u3001\u5316\u5b66\u54c1\u6cb9\u8f6e\u3001\u6d77\u4e0a\u8865\u7ed9\u8239\u3001\u6551\u63f4\u548c\u6253\u635e\u8239\u4ee5\u53ca\u8d77\u91cd\u8239\u3002\n  <\/li><li><strong>\u53d7\u76ca\u4e8e\u7f8e\u5143\u8d70\u5f3a\u3002<\/strong>\u5728\u7f8e\u56fd\u516c\u5e031\u6708\u4efd\u5f3a\u52b2\u7684\u975e\u519c\u5c31\u4e1a\u6570\u636e\u540e\uff0c\u7f8e\u5143\u6307\u6570\u51fa\u73b0\u53cd\u5f39\u3002\u626c\u5b50\u6c5f\u9020\u8239\u63a7\u80a1\u6709\u9650\u516c\u53f8\u7684\u8d22\u52a1\u4e1a\u7ee9\u548c\u4e1a\u52a1\u4e3b\u8981\u4ee5\u7f8e\u5143\u8ba1\u4ef7\uff0c\u5728\u672a\u6765\u51e0\u4e2a\u6708\u5c06\u53d7\u76ca\u4e8e\u7f8e\u5143\u7684\u5347\u503c\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u80a1\u4ef7\u53ca\u7f8e\u5143\u6307\u6570\u8d70\u52bf\u5bf9\u6bd4<\/strong>\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1276\" height=\"765\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-191.png\" alt=\"\" class=\"wp-image-23457\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-191.png 1276w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-191-300x180.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-191-1024x614.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-191-768x460.png 768w\" sizes=\"(max-width: 1276px) 100vw, 1276px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u94c1\u77ff\u77f3\u548c\u94a2\u94c1\u4ef7\u683c\u4e0b\u8dcc<\/strong>\u3002\u968f\u7740\u7f8e\u5143\u5347\u503c\uff0c\u94c1\u77ff\u77f3\u548c\u94a2\u94c1\u7b49\u786c\u8d28\u5927\u5b97\u5546\u54c1\u7684\u4ef7\u683c\u51fa\u73b0\u4e86\u4e0b\u8dcc\u3002\u8fd9\u4f7f\u5f97\u8be5\u516c\u53f8\u80fd\u591f\u627e\u5230\u964d\u4f4e\u751f\u4ea7\u6210\u672c\u7684\u673a\u4f1a\uff0c\u56e0\u4e3a\u94c1\u77ff\u77f3\u548c\u94a2\u94c1\u662f\u8239\u8236\u751f\u4ea7\u7684\u5173\u952e\u7ec4\u6210\u90e8\u5206\u3002\n  <\/li><li><strong>\u62c5\u4fdd\u5408\u540c\u7684\u53ef\u89c1\u6027\u3002<\/strong>\u622a\u81f322\u5e74\u7b2c\u4e09\u5b63\u5ea6\uff0c\u8be5\u516c\u53f8\u7684\u603b\u8ba2\u5355\u4ef7\u503c\u8fbe\u5230102.7\u4ebf\u7f8e\u5143\uff0c\u5c06\u516c\u53f8\u7684\u6536\u5165\u80fd\u89c1\u5ea6\u5ef6\u957f\u81f32025\u5e74\u4e2d\u671f\u3002\u8fd9\u4f7f\u5f97\u516c\u53f8\u5728\u672a\u6765\u51e0\u5e74\u6709\u4e00\u4e2a\u786e\u5b9a\u548c\u53ef\u89c1\u7684\u6536\u5165\u6d41\u3002\n  <\/li><li><strong>\u516c\u53f8\u524d\u666f\u3002<\/strong>\u968f\u7740\u7ecf\u6d4e\u538b\u529b\u5f00\u59cb\u7f13\u89e3\uff0c\u7f8e\u5143\u7684\u53cd\u5f39\uff0c\u8be5\u516c\u53f8\u5728\u672a\u6765\u51e0\u4e2a\u6708\u7684\u524d\u666f\u662f\u79ef\u6781\u7684\u3002\u9274\u4e8e\u8be5\u516c\u53f8\u7684\u8ba2\u5355\u4e00\u76f4\u52302025\u5e74\u5e74\u4e2d\u90fd\u662f\u6ee1\u7684\uff0c\u56e0\u6b64\u8be5\u516c\u53f8\u7684\u6536\u5165\u6d41\u4e5f\u6e05\u6670\u53ef\u89c1\u3002\u4e2d\u56fd\u7ecf\u6d4e\u7684\u91cd\u65b0\u5f00\u653e\u4e5f\u4f7f\u8be5\u516c\u53f8\u80fd\u591f\u91cd\u65b0\u52a0\u5feb\u5176\u4e1a\u52a1\u7684\u751f\u4ea7\u3002\u8fd9\u8868\u660e\uff0c\u8be5\u516c\u53f8\u7684\u4e1a\u7ee9\u5f88\u53ef\u80fd\u5728\u4e0d\u4e45\u7684\u5c06\u6765\u7ee7\u7eed\u6539\u5584\u3002\n  <\/li><li>\n    \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a\u540c\u6bd422.98%\/4.72%\uff0c\u53738.1\u500d\/7.8\u500d\u8fdc\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a8.0\u500d\u300223\/24\u8d22\u5e74\u9884\u671f\u80a1\u606f\u6536\u76ca\u7387\u5206\u522b\u4e3a3.7%\/3.8%\u3002\u5f6d\u535a\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a<strong>1.46\u7f8e\u5143\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23417-_h72k1ra8qlqq\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"745\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-192.png\" class=\"wp-image-23458\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-192.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-192-300x182.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-192-1024x620.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-192-768x465.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/h3>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23417-_9wxubztuez7y\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-193.png\" class=\"wp-image-23459\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-193.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-193-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-23417-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-194.png\" class=\"wp-image-23460\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-194.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-194-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23417-_og6wzwvnsa5b\"><\/a><a id=\"post-23417-_ukr25f10un20\"><\/a><strong>\u4e2d\u56fd\u6d77\u6d0b\u77f3\u6cb9 (883 HK)\uff1a\u9632\u5b88\u578b\u77f3\u6cb9\u80a1<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\u4ef7\uff1a11.4\uff0c\u76ee\u6807\u4ef7\uff1a12.5\uff0c\u6b62\u635f\u4ef7\uff1a10.9<\/strong>\n  <\/li><li>\n    \u4e2d\u56fd\u6d77\u6d0b\u77f3\u6cb9\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u539f\u6cb9\u548c\u5929\u7136\u6c14\u7684\u52d8\u63a2\u3001\u751f\u4ea7\u53ca\u9500\u552e\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u7ecf\u8425\u4e09\u4e2a\u5206\u90e8\u3002\u52d8\u63a2\u53ca\u751f\u4ea7\u5206\u90e8\u4ece\u4e8b\u5e38\u89c4\u6cb9\u6c14\u4e1a\u52a1\u3001\u9875\u5ca9\u6cb9\u6c14\u4e1a\u52a1\u3001\u6cb9\u7802\u4e1a\u52a1\u548c\u5176\u4ed6\u975e\u5e38\u89c4\u6cb9\u6c14\u4e1a\u52a1\u3002\u8d38\u6613\u4e1a\u52a1\u5206\u90e8\u4ece\u4e8b\u539f\u6cb9\u8f6c\u53e3\u8d38\u6613\u4e1a\u52a1\u3002\u516c\u53f8\u4e1a\u52a1\u5206\u90e8\u4ece\u4e8b\u603b\u90e8\u7ba1\u7406\u3001\u8d44\u91d1\u7ba1\u7406\u4ee5\u53ca\u7814\u7a76\u5f00\u53d1\u7b49\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u5728\u4e2d\u56fd\u3001\u52a0\u62ff\u5927\u3001\u7f8e\u56fd\u3001\u82f1\u56fd\u3001\u5c3c\u65e5\u5229\u4e9a\u4ee5\u53ca\u5df4\u897f\u7b49\u5730\u5f00\u5c55\u4e1a\u52a1\u3002\n  <\/li><li><strong>\u77f3\u6cb9\u9700\u6c42\u7684\u589e\u957f\u548c\u77f3\u6cb9\u4f9b\u5e94\u7684\u9650\u5236\u3002<\/strong>\u77f3\u6cb9\u8f93\u51fa\u56fd\u7ec4\u7ec7(OPEC)\u79d8\u4e66\u957f\u9884\u6d4b\uff0c\u77f3\u6cb9\u9700\u6c42\u5c06\u8d85\u8fc7\u75ab\u60c5\u524d\u7684\u6c34\u5e73\uff0c\u8fbe\u5230\u6bcf\u5929\u8fd11.02\u4ebf\u6876\uff0c\u9884\u8ba1\u52302025\u5e74\uff0c\u9700\u6c42\u5c06\u8fdb\u4e00\u6b65\u589e\u52a0\u5230\u6bcf\u59291.1\u4ebf\u6876\u3002\u53e6\u4e00\u65b9\u9762\uff0c\u4e16\u754c\u7b2c\u4e09\u5927\u77f3\u6cb9\u751f\u4ea7\u56fd\u4fc4\u7f57\u65af\u6700\u8fd1\u5ba3\u5e03\uff0c\u8ba1\u5212\u57283\u6708\u4efd\u5c06\u539f\u6cb9\u65e5\u4ea7\u91cf\u524a\u51cf50\u4e07\u6876(\u7ea6\u5360\u4ea7\u91cf\u76845%)\uff0c\u4ee5\u5e94\u5bf9\u897f\u65b9\u56e0\u4e4c\u514b\u5170\u51b2\u7a81\u800c\u5bf9\u5176\u51fa\u53e3\u5b9e\u65bd\u7684\u9650\u5236\u3002\u9884\u8ba1\u9700\u6c42\u5c06\u589e\u52a0\uff0c\u4f9b\u5e94\u5c06\u51cf\u5c11\uff0c\u6cb9\u4ef7\u5c06\u4e0a\u5347\u3002\n  <\/li><li><strong>\u4e2d\u56fd\u9700\u6c42\u590d\u82cf\u3002<\/strong>\u5728\u53bb\u5e7412\u6708\u53d6\u6d88\u75ab\u60c5\u7ba1\u63a7\u9650\u5236\u540e\uff0c\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u7684\u9700\u6c42\u5df2\u7ecf\u6062\u590d\u3002\u53d7\u4fc4\u7f57\u65af\u539f\u6cb9\u4ef7\u683c\u4f4e\u5ec9\u7684\u5438\u5f15\uff0c\u4e2d\u56fd\u56fd\u6709\u70bc\u6cb9\u4f01\u4e1a\u5df2\u6062\u590d\u8fdb\u53e3\u4fc4\u7f57\u65af\u539f\u6cb9\u3002\u7531\u4e8e\u4f9b\u5e94\u6709\u9650\uff0c\u8fd9\u79cd\u9700\u6c42\u4e5f\u4f1a\u5bfc\u81f4\u77f3\u6cb9\u4ef7\u683c\u4e0a\u6da8\u3002\u6b64\u5916\uff0c\u5982\u679c\u4e2d\u56fd\u51b3\u5b9a\u8865\u5145\u5e93\u5b58\uff0c\u8fdb\u53e3\u9700\u6c42\u53ef\u80fd\u4f1a\u8fdb\u4e00\u6b65\u4e0a\u5347\u3002\n  <\/li><li><strong>\u6db2\u5316\u5929\u7136\u6c14\u62db\u6807\u3002<\/strong>\u8be5\u516c\u53f8\u5df2\u53d1\u5e03\u62db\u6807\uff0c\u8d2d\u4e702023\u5e746\u6708\u81f32024\u5e746\u6708\u4ea4\u4ed8\u7684\u6db2\u5316\u5929\u7136\u6c14(LNG)\u8d27\u7269\u3002\u6b64\u524d\uff0c\u8be5\u516c\u53f8\u4e8e2022\u5e7412\u6708\u53d1\u5e03\u4e86\u6db2\u5316\u5929\u7136\u6c14\u8d27\u7269\u62db\u6807\uff0c\u5c06\u4e8e2023\u5e742\u6708\u81f312\u6708\u671f\u95f4\u4ea4\u4ed8\u3002\n  <\/li><li><strong>\u65b0\u7684\u8054\u5408\u9879\u76ee\u3002<\/strong>\u58f3\u724c\u4e0e\u4e2d\u6d77\u6cb9\u3001\u5e7f\u4e1c\u7701\u53d1\u5c55\u548c\u6539\u9769\u59d4\u5458\u4f1a\u4ee5\u53ca\u57c3\u514b\u68ee\u7f8e\u5b5a\u7b7e\u7f72\u4e86\u4e00\u4efd\u8054\u5408\u7814\u7a76\u534f\u8bae\uff0c\u5c06\u5728\u4e2d\u56fd\u5927\u4e9a\u6e7e\u5f00\u5c55\u78b3\u6355\u83b7\u4e0e\u5b58\u50a8(CCS)\u4e2d\u5fc3\u9879\u76ee\u3002\u56db\u65b9\u8ba1\u5212\u63a2\u7d22\u53d1\u5c55CCS\u4e2d\u5fc3\uff0c\u6bcf\u5e74\u6355\u83b71,000\u4e07\u5428\u4e8c\u6c27\u5316\u78b3\uff0c\u8fd9\u53ef\u80fd\u662f\u4e2d\u56fd\u7b2c\u4e00\u4e2a\u6d77\u4e0a\u5927\u578bCCS\u4e2d\u5fc3\u3002\u8be5\u9879\u76ee\u6709\u52a9\u4e8e\u51cf\u5c11\u5927\u4e9a\u6e7e\u5730\u533a\u7684\u5927\u91cf\u4e8c\u6c27\u5316\u78b3\u6392\u653e\uff0c\u5404\u65b9\u5c06\u8bc4\u4f30\u6280\u672f\u89e3\u51b3\u65b9\u6848\uff0c\u5236\u5b9a\u5546\u4e1a\u6a21\u5f0f\uff0c\u5e76\u4e0e\u653f\u5e9c\u5408\u4f5c\u5236\u5b9a\u9879\u76ee\u7684\u6276\u6301\u653f\u7b56\u3002\u636e\u4f30\u8ba1\uff0c\u4e2d\u56fd\u7684\u78b3\u50a8\u5b58\u80fd\u529b\u4e3a2,400\u4ebf\u5428\uff0cCCUS\u8bd5\u70b9\u9879\u76ee\u8d85\u8fc740\u4e2a\uff0c\u603b\u5bb9\u91cf\u4e3a300\u4e07\u5428\u3002\n  <\/li><li><strong>22\u8d22\u5e74\u76c8\u5229\u6307\u5f15\u3002<\/strong>2022\u5e74\u5f52\u5c5e\u4e8e\u80a1\u6743\u80a1\u4e1c\u7684\u51c0\u5229\u6da6\u9884\u8ba1\u540c\u6bd4\u589e\u957f99%\u81f3104%\uff0c\u8fbe\u5230\u4eba\u6c11\u5e011,396\u4ebf\u5143\u81f3\u4eba\u6c11\u5e011,436\u4ebf\u5143\u3002\u51c0\u5229\u6da6\u9884\u8ba1\u57281,383\u4ebf\u5143\u81f31,423\u4ebf\u5143\u4e4b\u95f4\uff0c\u540c\u6bd4\u589e\u957f103%\u81f3109%\u3002\n  <\/li><li>\n    \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a\u540c\u6bd4-9.0%\/-7.3%\uff0c\u5bf9\u5e943.7\u500d\/4.0\u500d\u7684\u9884\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a4.1\u500d\u300223\/24\u8d22\u5e74\u9884\u671f\u80a1\u606f\u6536\u76ca\u7387\u5206\u522b\u4e3a10.8%\/9.7%\u3002\u5f6d\u535a(Bloomberg)\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a<strong>14.39\u6e2f\u5143\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"745\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-195.png\" alt=\"\" class=\"wp-image-23461\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-195.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-195-300x182.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-195-1024x620.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-195-768x465.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23417-_uruob7qw6vlq\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-196.png\" class=\"wp-image-23462\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-196.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-196-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23417-_sjupuqrw0k40\"><\/a><strong>\u963f\u91cc\u5df4\u5df4 (9988 HK)\uff1a\u5927\u8c61\u8df3\u821e<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\u4ef7\uff1a101\uff0c\u76ee\u6807\u4ef7\uff1a120\uff0c\u6b62\u635f\u4ef7\uff1a91.50<\/strong>\n  <\/li><li>\n    \u963f\u91cc\u5df4\u5df4\u96c6\u56e2\u63a7\u80a1\u6709\u9650\u516c\u53f8\u63d0\u4f9b\u6280\u672f\u57fa\u7840\u8bbe\u65bd\u53ca\u8425\u9500\u5e73\u53f0\u3002\u8be5\u516c\u53f8\u8fd0\u8425\u4e03\u4e2a\u4e1a\u52a1\u5206\u90e8\u3002\u4e2d\u56fd\u5546\u4e1a\u5206\u90e8\u5305\u62ec\u4e2d\u56fd\u96f6\u552e\u5546\u4e1a\u4e1a\u52a1\u5982\u6dd8\u5b9d\u3001\u5929\u732b\u3001\u76d2\u9a6c\u7b49\u4ee5\u53ca\u6279\u53d1\u4e1a\u52a1\u3002\u56fd\u9645\u5546\u4e1a\u5206\u90e8\u5305\u62ec\u56fd\u9645\u96f6\u552e\u53ca\u6279\u53d1\u5546\u4e1a\u4e1a\u52a1\uff0c\u5982Lazada\u3001\u901f\u5356\u901a\u7b49\u3002\u672c\u5730\u751f\u6d3b\u670d\u52a1\u5206\u90e8\u5305\u62ec\u57fa\u4e8e\u4f4d\u7f6e\u4e1a\u52a1\uff0c\u5982\u997f\u4e86\u4e48\u3001\u9ad8\u5fb7\u3001\u98de\u732a\u7b49\u3002\u83dc\u9e1f\u5206\u90e8\u5305\u62ec\u56fd\u5185\u53ca\u56fd\u9645\u4e00\u7ad9\u5f0f\u7269\u6d41\u670d\u52a1\u53ca\u4f9b\u5e94\u94fe\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u3002\u4e91\u4e1a\u52a1\u5206\u90e8\u5305\u62ec\u5411\u56fd\u5185\u5916\u4f01\u4e1a\u63d0\u4f9b\u516c\u6709\u4e91\u670d\u52a1\u548c\u6df7\u5408\u4e91\u670d\u52a1\uff0c\u5982\u963f\u91cc\u4e91\u53ca\u9489\u9489\u3002\u6570\u5b57\u5a92\u4f53\u53ca\u5a31\u4e50\u5206\u90e8\u5305\u62ec\u4f18\u9177\u3001\u5938\u514b\u548c\u963f\u91cc\u5f71\u4e1a\uff0c\u4ee5\u53ca\u5176\u4ed6\u5185\u5bb9\u548c\u5206\u9500\u5e73\u53f0\u4ee5\u53ca\u7ebf\u4e0a\u6e38\u620f\u4e1a\u52a1\u3002\u521b\u65b0\u4e1a\u52a1\u53ca\u5176\u4ed6\u5206\u90e8\u5305\u62ec\u8fbe\u6469\u9662\u3001\u5929\u732b\u7cbe\u7075\u53ca\u5176\u4ed6\u4e1a\u52a1\u3002\n  <\/li><li><strong>\u4e2d\u56fd\u7ecf\u6d4e\u590d\u82cf\u3002<\/strong>\u4e2d\u56fd\u653f\u7b56\u5236\u5b9a\u8005\u8ba1\u5212\u4eca\u5e74\u52a0\u5927\u5bf9\u5185\u9700\u7684\u652f\u6301\u529b\u5ea6\uff0c\u9ad8\u5c42\u653f\u7b56\u5236\u5b9a\u8005\u591a\u6b21\u8868\u793a\uff0c\u4ed6\u4eec\u6253\u7b97\u5229\u7528\u4e2d\u56fd14\u4ebf\u4eba\u53e3\u7684\u6d88\u8d39\u80fd\u529b\u3002\u6b64\u524d\uff0c2022\u5e74\u4e2d\u56fd\u7ecf\u6d4e\u589e\u901f\u8dcc\u81f3\u8fd1\u534a\u4e2a\u4e16\u7eaa\u4ee5\u6765\u7684\u6700\u4f4e\u6c34\u5e73\u4e4b\u4e00\u3002\u4e00\u4e9b\u4e2d\u56fd\u94f6\u884c\u63a8\u51fa\u4fc3\u9500\u6d3b\u52a8\u5e76\u964d\u4f4e\u8d37\u6b3e\u5229\u7387\uff0c\u4ee5\u9f13\u52b1\u56fd\u5185\u6d88\u8d39\u8005\u589e\u52a0\u652f\u51fa\u3002\u8bb8\u591a\u4e3b\u8981\u94f6\u884c\u5df2\u5c06\u5176\u6d88\u8d39\u8d37\u6b3e\u5229\u7387\u964d\u81f34%\u4ee5\u4e0b\uff0c\u4e00\u4e9b\u94f6\u884c\u751a\u81f3\u4ee5\u4e2d\u56fd\u592e\u884c\u57fa\u51c6\u8d37\u6b3e\u5229\u73873.65%\u7684\u6700\u4f4e\u5229\u7387\u63d0\u4f9b\u67d0\u4e9b\u6d88\u8d39\u8d37\u6b3e\u4ea7\u54c1\u3002\u968f\u7740\u4e2d\u56fd\u52aa\u529b\u6269\u5927\u5185\u9700\u548c\u6d88\u8d39\uff0c\u4ee5\u53ca\u91cd\u65b0\u5f00\u653e\uff0c\u8fd9\u5c06\u523a\u6fc0\u652f\u51fa\u548c\u5bb6\u5ead\u6d88\u8d39\u7684\u589e\u52a0\uff0c\u8be5\u516c\u53f8\u5e94\u8be5\u9884\u8ba1\u4eca\u5e74\u7684\u6d88\u8d39\u9700\u6c42\u5c06\u4f1a\u4e0a\u5347\u3002\n  <\/li><li><strong>\u4e91\u4e1a\u52a1\u589e\u957f\u3002<\/strong>\u4e91\u57fa\u7840\u8bbe\u65bd\u548c\u670d\u52a1\u6b63\u5728\u6210\u4e3a\u4efb\u4f55\u4f7f\u7528\u7f51\u7edc\u8fdb\u884c\u8fd0\u8425\u7684\u4f01\u4e1a\u7684\u91cd\u8981\u7ec4\u6210\u90e8\u5206\u3002\u4e91\u4e1a\u52a1\u7684\u603b\u8425\u6536(\u5305\u62ec\u5411\u963f\u91cc\u5df4\u5df4\u5176\u4ed6\u4e1a\u52a1\u63d0\u4f9b\u7684\u670d\u52a1\u6536\u5165)\u4e3a506.98\u4ebf\u5143\u4eba\u6c11\u5e01(712.27\u4ebf\u7f8e\u5143)\uff0c\u6bd42021\u5e74\u540c\u671f\u7684484.48\u4ebf\u5143\u4eba\u6c11\u5e01\u589e\u957f5%\u3002\u540c\u6bd4\u589e\u957f\u53cd\u6620\u4e86\u53d7\u91d1\u878d\u670d\u52a1\u3001\u516c\u5171\u670d\u52a1\u548c\u7535\u4fe1\u884c\u4e1a\u63a8\u52a8\u7684\u975e\u4e92\u8054\u7f51\u884c\u4e1a\u7684\u5f3a\u52b2\u6536\u5165\u589e\u957f\u3002\u7531\u4e8e\u4e91\u670d\u52a1\u662f\u8fd9\u4e09\u4e2a\u9886\u57df\u8fd0\u8425\u4e2d\u4e0d\u53ef\u6216\u7f3a\u7684\u4e00\u90e8\u5206\uff0c\u5b83\u53ef\u80fd\u4f1a\u4e3a\u963f\u91cc\u5df4\u5df4\u5e26\u6765\u957f\u671f\u7684\u7ecf\u5e38\u6027\u6536\u5165\u3002\u6b64\u5916\uff0c\u52302029\u5e74\uff0c\u5168\u7403\u4e91\u8ba1\u7b97\u5e02\u573a\u9884\u8ba1\u5c06\u8d85\u8fc71.7\u4e07\u4ebf\u7f8e\u5143\uff0c\u963f\u91cc\u5df4\u5df4\u5728\u4e91\u8ba1\u7b97\u9886\u57df\u7684\u4efd\u989d\u9884\u8ba1\u4e5f\u5c06\u6269\u5927\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u3002<\/strong>\u8425\u6536\u4e3a\u4eba\u6c11\u5e014,127.31\u4ebf\u5143\uff08\u5408580,21\u4ebf\u7f8e\u5143\uff09\uff0c\u540c\u6bd4\u589e\u957f2%\u3002\u5f52\u5c5e\u4e8e\u666e\u901a\u80a1\u4e1c\u7684\u51c0\u5229\u6da6\u4e3a21.78\u4ebf\u5143\u4eba\u6c11\u5e01\uff083.06\u4ebf\u7f8e\u5143\uff09\uff0c\u51c0\u4e8f\u635f\u4e3a21.69\u4ebf\u5143\u4eba\u6c11\u5e01\uff083.05\u4ebf\u7f8e\u5143\uff09\uff0c\u800c2021\u5e74\u540c\u671f\u7684\u51c0\u5229\u6da6\u4e3a4.62\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\n  <\/li><li>\n    \u5e02\u573a\u5bf924\/25\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a4.32%\/14.59%\uff0c\u5373\u8fdc\u671f\u5e02\u76c8\u7387\u4e3a13.62\u500d\/11.88\u500d\u3002\u76ee\u524d\u7684\u5e02\u76c8\u7387\u662f14.21\u500d\u3002\u5f6d\u535a(Bloomberg)\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a<strong>142.63\u6e2f\u5143\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"745\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-197.png\" alt=\"\" class=\"wp-image-23463\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-197.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-197-300x182.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-197-1024x620.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-197-768x465.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">   (Source: Bloomberg) <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/902ZxCDd8f5sHd0ZZ2el1dYgGQ15CheXvlV2Aj3QqUQSyuYu4WDJhJYbaviVIucTpSfjWDzb1kii_KHTgfFOXnpChyocnVKuupt-gDaXKvi7AbQn7LFNLgQYaGovGMz9kHPz6y7_jUEnCHdjrTSn6Ug\" width=\"602\" height=\"128\"><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-23417-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-198.png\" class=\"wp-image-23464\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-198.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-198-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-198-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23417-_60iv790xgfc\"><\/a><a id=\"post-23417-_et6xfygl5e9g\"><\/a><strong>\u8bfa\u65af\u6d1b\u666e\u2022\u683c\u9c81\u95e8 (NOC US)\uff1a\u6ca1\u6709\u5916\u661f\u4eba\uff0c\u53ea\u662f\u4eba\u7c7b<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\u4ef7\uff1a460\uff0c\u76ee\u6807\u4ef7\uff1a510\uff0c\u6b62\u635f\u4ef7\uff1a425<\/strong>\n  <\/li><li>\n    \u8bfa\u65af\u6d1b\u666e\u2022\u683c\u9c81\u95e8\u516c\u53f8\u5728\u5168\u7403\u8303\u56f4\u5185\u4f5c\u4e3a\u822a\u7a7a\u822a\u5929\u548c\u56fd\u9632\u516c\u53f8\u8fd0\u8425\u3002\u8be5\u516c\u53f8\u7684\u822a\u7a7a\u7cfb\u7edf\u90e8\u95e8\u5728\u7f8e\u56fd\u548c\u56fd\u9645\u4e0a\u8bbe\u8ba1\u3001\u5f00\u53d1\u3001\u5236\u9020\u3001\u96c6\u6210\u548c\u7ef4\u62a4\u98de\u673a\u7cfb\u7edf\u3002\n  <\/li><li><strong>\u4e0d\u660e\u98de\u884c\u7269\u76ee\u51fb\u4e8b\u4ef6\u3002<\/strong>\u7f8e\u56fd\u6700\u8fd1\u5728\u5176\u9886\u7a7a\u5185\u51fb\u843d\u4e86 4 \u4e2a\u4e0d\u660e\u98de\u884c\u7269 (UFO)\u3002\u4ed6\u4eec\u7684\u5b89\u5168\u90e8\u961f\u76ee\u524d\u5904\u4e8e\u9ad8\u5ea6\u6212\u5907\u72b6\u6001\uff0c\u7b2c\u4e00\u4e2a\u88ab\u6000\u7591\u662f\u4e2d\u56fd\u76d1\u89c6\u6c14\u7403\u7684\u4e0d\u660e\u98de\u884c\u7269\u88ab\u51fb\u843d\u3002\u6b64\u5916\uff0c\u7f8e\u56fd\u8fd8\u6307\u8d23\u4e2d\u56fd\u5b9e\u65bd\u8986\u76d6\u4e94\u5927\u6d32 40 \u591a\u4e2a\u56fd\u5bb6\u7684\u5168\u7403\u76d1\u63a7\u8ba1\u5212\u3002\u636e\u62a5\u5bfc\uff0c\u4e2d\u56fd\u8fd8\u8ba1\u5212\u51fb\u843d\u4e00\u67b6\u98de\u8d8a\u6e2f\u53e3\u57ce\u5e02\u9752\u5c9b\u9644\u8fd1\u6c34\u57df\u7684\u4e0d\u660e\u98de\u884c\u7269\u3002\n  <\/li><li><strong>\u62dc\u767b\u7684\u56fd\u9632\u9884\u7b97\u3002<\/strong>\u968f\u7740\u4e94\u89d2\u5927\u697c\u5bfb\u6c42\u519b\u961f\u73b0\u4ee3\u5316\uff0c\u9884\u8ba1\u62dc\u767b\u603b\u7edf\u5c06\u8981\u6c42\u56fd\u4f1a\u4e3a\u4e0b\u4e00\u8d22\u5e74\u63d0\u4f9b\u8d85\u8fc77,700\u4ebf\u7f8e\u5143\u7684\u7f8e\u56fd\u56fd\u9632\u9884\u7b97\u3002\u8be5\u9884\u7b97\u5c06\u4f7f\u5305\u62ec NOC\u5728\u5185\u7684\u7f8e\u56fd\u6700\u5927\u7684\u56fd\u9632\u627f\u5305\u5546\u53d7\u76ca\u3002\n  <\/li><li><strong>\u901a\u7528\u7ea2\u5916\u5bf9\u6297 (CIRCM) \u7cfb\u7edf\u5b9e\u73b0\u4e86\u521d\u59cb\u4f5c\u6218\u80fd\u529b (IOC)\u3002<\/strong>\u901a\u8fc7 NOC\u6700\u8fd1\u7684IOC\uff0c\u7f8e\u56fd\u9646\u519b\u5c55\u793a\u4e86\u5728\u5176\u65cb\u7ffc\u5e73\u53f0\u4e0a\u5927\u91cf\u90e8\u7f72\u3001\u4f7f\u7528\u548c\u7ef4\u62a4CIRCM\u7684\u80fd\u529b\u3002\u8fd9\u4e00\u91cc\u7a0b\u7891\u63a8\u52a8\u4e86CIRCM\u7cfb\u7edf\u57281,500\u591a\u67b6\u9646\u519b\u98de\u673a\u4e0a\u7684\u52a0\u901f\u90e8\u7f72\u3002\n  <\/li><li><strong>22\u8d22\u5e74\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u6536\u5165\u540c\u6bd4\u589e\u957f 6.2% \u81f3 180.9 \u4ebf\u7f8e\u5143\uff0c\u4f4e\u4e8e\u9884\u671f 7,000 \u4e07\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a 1.27 \u7f8e\u5143\uff0c\u4f4e\u4e8e\u9884\u671f 0.02 \u7f8e\u5143\u3002\n  <\/li><li>\n    \u5e02\u573a\u5bf923\/24 \u8d22\u5e74\u6bcf\u80a1\u76c8\u5229\u589e\u957f\u7684\u5e02\u573a\u5171\u8bc6\u5206\u522b\u4e3a\u540c\u6bd4\u589e\u957f 4.8%\/15.8%\uff0c\u5bf9\u5e9420.1\u500d\/17.3\u500d\u7684\u8fdc\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a18.4\u500d\u3002\u5f6d\u535a\u5e73\u5747 12 \u4e2a\u6708\u76ee\u6807\u4ef7\u4e3a <strong>504.71 \u7f8e\u5143\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"745\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-199.png\" alt=\"\" class=\"wp-image-23465\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-199.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-199-300x182.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-199-1024x620.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-199-768x465.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-200.png\" alt=\"\" class=\"wp-image-23466\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-200.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-200-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><a id=\"post-23417-_z6khqs8er5ee\"><\/a>\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23417-_cgxm9lmmoszu\"><\/a><strong>Enphase \u80fd\u6e90 (ENPH US)\uff1a\u5728\u4e1a\u7ee9\u516c\u5e03\u540e\u7684\u629b\u552e\u4e2d\u6284\u5e95<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\u4ef7\uff1a205\uff0c\u76ee\u6807\u4ef7\uff1a245\uff0c\u6b62\u635f\u4ef7\uff1a185<\/strong>\n  <\/li><li>\n    Enphase\u80fd\u6e90\u516c\u53f8\u751f\u4ea7\u592a\u9633\u80fd\u8bbe\u5907\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u5bb6\u5ead\u548c\u5546\u4e1a\u592a\u9633\u80fd\u548c\u5b58\u50a8\u89e3\u51b3\u65b9\u6848\u3002\u516c\u53f8\u4e3a\u7f8e\u56fd\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002\n  <\/li><li><strong>\u5b8f\u89c2\u8d8b\u52bf\u6709\u5229\u3002<\/strong>2022\u5e74\u5168\u7403\u6e05\u6d01\u80fd\u6e90\u9879\u76ee\u6295\u8d44\u8fbe1.1\u4e07\u4ebf\u7f8e\u5143\uff0c\u968f\u7740\u5404\u56fd\u653f\u5e9c\u5411\u96f6\u78b3\u672a\u6765\u8fc7\u6e21\uff0c\u8fd9\u4e00\u6570\u5b57\u57282023\u8d22\u5e74\u80af\u5b9a\u4f1a\u589e\u52a0\u3002\n  <\/li><li><strong>\u589e\u957f\u52a8\u529b\u4e0d\u53d8\u3002<\/strong>\u8be5\u516c\u53f8\u8ba1\u5212\u57282023\u5e74\u589e\u52a0450\u4e07\u53f0\u5fae\u578b\u9006\u53d8\u5668\u7684\u5b63\u5ea6\u4ea7\u80fd\uff0c\u52302023\u5e74\u5e95\u8fbe\u52301,000\u4e07\u53f0\u3002\u9884\u8ba1\u8be5\u516c\u53f8\u5c06\u572823\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u901a\u8fc7\u4e00\u4e2a\u65b0\u7684\u56fd\u5185\u4ee3\u5de5\u5408\u4f5c\u4f19\u4f34\u589e\u52a0\u4f9b\u5e94\uff0c\u5e76\u572823\u5e74\u4e0b\u534a\u5e74\u901a\u8fc7\u4e24\u4e2a\u73b0\u6709\u5408\u4f5c\u4f19\u4f34\u589e\u52a0\u4f9b\u5e94\u3002\u53e6\u4e00\u4e2a\u589e\u957f\u52a8\u529b\u662f\u7535\u52a8\u6c7d\u8f66\u5145\u7535\u7cfb\u7edf\uff0c\u8be5\u7cfb\u7edf\u652f\u6301\u6574\u4f53\u80fd\u6e90\u751f\u6001\u7cfb\u7edf\uff0c\u5e76\u53d7\u76ca\u4e8e\u6b27\u6d32\u548c\u7f8e\u56fd\u5e02\u573a\u7535\u52a8\u6c7d\u8f66\u548c\u592a\u9633\u80fd\u5e94\u7528\u7684\u589e\u52a0\u3002\n  <\/li><li><strong>22\u5e74\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u8d85\u8fc7\u9884\u671f\uff0c\u4f46\u968f\u540e\u906d\u629b\u552e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u589e\u957f75.6%\u81f37.25\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f2,159\u4e07\u7f8e\u5143\uff0cNon-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a1.51\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.25\u7f8e\u5143\u3002\u629b\u552e\u7684\u4e3b\u8981\u539f\u56e0\u662f\uff0c\u7531\u4e8e\u5b63\u8282\u6027\u548c\u5b8f\u89c2\u7ecf\u6d4e\u73af\u5883\u7684\u5f71\u54cd\uff0c\u9884\u8ba123\u5e74\u7b2c\u4e00\u5b63\u5ea6\u7684\u4e1a\u52a1\u5c06\u6bd422\u5e74\u7b2c\u56db\u5b63\u5ea6\u7565\u6709\u4e0b\u964d\u3002\n  <\/li><li>\n    \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a18.2%\/30.0%\uff0c\u537338.8\u500d\/30.0\u500d\u7684\u8fdc\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a76.2\u500d\u3002\u5f6d\u535a\u793e\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a<strong>296.82\u7f8e\u5143\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"724\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-7.jpeg\" alt=\"\" class=\"wp-image-23467\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-7.jpeg 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-7-300x177.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-7-1024x603.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-7-768x452.jpeg 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\">^ Back To Top<\/a> <\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23417-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-201.png\" class=\"wp-image-23469\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-201.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-201-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/h3>\n\n\n\n<figure class=\"wp-block-image\" id=\"sp\"><img loading=\"lazy\" decoding=\"async\" width=\"829\" height=\"104\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-202.png\" alt=\"\" class=\"wp-image-23470\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-202.png 829w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-202-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-202-768x96.png 768w\" sizes=\"(max-width: 829px) 100vw, 829px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23417-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/JSbhAnBGKYIWxw77cXCKK8SFesh6EbeQ3U0C8m6S-6HVMtz95C6kzMUwt2OJRFu9YI3bBjDcQHr7s4NALngujH2v_y7BhPAYI-fC66Y_xCLXxif9TB119UWxr7uPqXLmRmx7s8KT4MpSTPKAfbX4k6E\" width=\"602\" height=\"344\"><\/p>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td><p><strong>News Feed<\/strong>\n<\/p><\/td><\/tr><tr><td><p>\n  1. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2023-02-10\/russian-oil-cuts-chinese-demand-revival-threaten-renewed-inflation-pressure\">Russian Oil Cuts, Chinese Demand Revival Threaten Renewed Inflation Pressure<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/us-sanctions-firms-singapore-malaysia-over-iran-petrol-links\">US sanctions firms in Singapore, Malaysia over Iran petrol links<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/us-consumer-sentiment-hits-more-one-year-high\">US consumer sentiment hits more than one-year high<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/thousands-fintech-jobs-are-gone-companies-cut-costs-first-time\">Thousands of fintech jobs are gone as companies cut costs for first time<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.businesstimes.com.sg\/companies-markets\/north-american-companies-notch-another-record-year-robot-orders\">North American companies notch another record year for robot orders<\/a>\n<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-204.png\" alt=\"\" class=\"wp-image-23472\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-204.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-204-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23417-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1278\" height=\"712\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-205.png\" alt=\"\" class=\"wp-image-23473\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-205.png 1278w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-205-300x167.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-205-1024x570.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-205-768x428.png 768w\" sizes=\"(max-width: 1278px) 100vw, 1278px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td><p><strong>News Feed<\/strong>\n<\/p><\/td><\/tr><tr><td><p>\n  1. <a href=\"https:\/\/www.scmp.com\/news\/hong-kong\/hong-kong-economy\/article\/3209871\/early-signs-life-hong-kong-tourism-mainland-chinese-visitors-return-no-boom-yet-hotels-restaurants\">Early signs of life in Hong Kong tourism as mainland Chinese visitors return, but no boom yet for hotels, restaurants<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2023-02-14\/china-s-wind-and-solar-are-now-almost-enough-to-power-every-home\">China\u2019s Wind and Solar Are Now Almost Enough to Power Every Home<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.scmp.com\/news\/hong-kong\/transport\/article\/3210059\/2-hong-kong-carriers-axe-282-flights-between-city-and-japan-due-ongoing-travel-curbs-minimal\">2 Hong Kong carriers axe 282 flights between city and Japan due to ongoing travel curbs, but \u2018minimal disruption\u2019 predicted starting in April<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2023-02-13\/hong-kong-dollar-hits-weak-end-of-band-hkma-s-first-intervention-since-november\">Hong Kong Dollar Hits Weak End of Band, HKMA Intervenes For First Time Since November<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2023-02-14\/china-must-fix-business-confidence-post-covid-zero-eu-chamber\">China Must Fix Business Confidence Post-Covid Zero: EU Chamber<\/a>\n<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\">^ Back To Top<\/a> <\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-206.png\" alt=\"\" class=\"wp-image-23474\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-206.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-206-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\" id=\"td\"><img loading=\"lazy\" decoding=\"async\" width=\"618\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-207.png\" alt=\"\" class=\"wp-image-23475\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-207.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-207-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Cut loss on SATS (SATS SP) at S$2.95 and Thaibev (THBEV SP) at S$0.665. Add Occidental Petroleum \uff08OXY US) at US$65.0\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"426\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-208.png\" alt=\"\" class=\"wp-image-23476\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-208.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-208-300x136.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-208-768x347.png 768w\" sizes=\"(max-width: 943px) 100vw, 943px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\">^ Back To Top<\/a> <\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><a href=\"https:\/\/t.me\/kgisg\"><img loading=\"lazy\" decoding=\"async\" width=\"520\" height=\"142\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/06\/word-image-433.png\" alt=\"\" class=\"wp-image-17077\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/06\/word-image-433.png 520w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/06\/word-image-433-300x82.png 300w\" sizes=\"(max-width: 520px) 100vw, 520px\" \/><\/a><\/figure><\/div>\n\n\n","protected":false},"excerpt":{"rendered":"<p>\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u80dc\u79d1\u6d77\u4e8b (SMM SP)\uff1a\u4e1c\u5357\u4e9a\u7ecf\u6d4e\u91cd\u5f00\u6982\u5ff5\u80a1 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.135\uff0c\u76ee\u6807\u4ef7\uff1a0.145\uff0c\u6b62\u635f\u4ef7\uff1a0.130 \u516c\u53f8\u4e3a\u5168\u7403\u79bb\u5cb8\u3001\u6d77\u4e8b\u548c\u80fd\u6e90\u884c\u4e1a\u63d0\u4f9b\u5de5\u7a0b\u89e3\u51b3\u65b9\u6848\u3002\u8be5\u96c6\u56e2\u4e13\u6ce8\u4e8e\u56db\u4e2a\u5173\u952e\u9886\u57df\uff0c\u4e3b\u8981\u662f\u94bb\u673a\u548c\u6d6e\u53f0\u3001\u7ef4\u4fee\u548c\u5347\u7ea7\u3001\u79bb\u5cb8\u5e73\u53f0\u548c\u4e13\u4e1a\u9020\u8239\u3002\u8be5\u96c6\u56e2\u5728\u65b0\u52a0\u5761\u3001\u5370\u5ea6\u5c3c\u897f\u4e9a\u3001\u82f1\u56fd\u548c\u5df4\u897f\u7ecf\u8425\u9020\u8239\u5382\u3002\u5176\u4e3b\u8981\u5ba2\u6237\u5305\u62ec\u5927\u578b\u80fd\u6e90\u516c\u53f8\u3001\u94bb\u4e95\u627f\u5305\u5546\u3001\u822a\u8fd0\u516c\u53f8\u548c\u6d6e\u5f0f\u751f\u4ea7\u88c5\u7f6e\u7684\u6240\u6709\u8005\/\u8fd0\u8425\u5546\u3002 \u6f5c\u5728\u6536\u8d2d\u3002\u80dc\u79d1\u6d77\u4e8b\u53d1\u5e03\u4e862022\u5e74\u7b2c\u4e09\u5b63\u5ea6\u548c\u622a\u81f32022\u5e749\u670830\u65e5\u7684\u4e5d\u4e2a\u6708\u7684\u4e2d\u671f\u4e1a\u7ee9\u3002\u8be5\u516c\u53f8\u5ba3\u5e03\uff0c\u5df2\u7b7e\u7f72\u4fee\u8ba2\u534f\u8bae\uff0c\u901a\u8fc7\u76f4\u63a5\u6536\u8d2d\u5409\u5b9d\u79bb\u5cb8\u6d77\u4e8b (KOM) \u5b9e\u65bd\u7684\u62df\u8bae\u5408\u5e76\u4e24\u5bb6\u4f01\u4e1a\uff0c\u7b80\u5316\u4e86\u4ea4\u6613\u7ed3\u6784\u548c\u6539\u8fdb\u4e86\u6761\u6b3e\u3002\u80dc\u79d1\u6d77\u4e8b\u9884\u8ba1\u4e8e2023\u5e741\u6708\u5c31\u6536\u8d2d\u4e8b\u5b9c\u53ec\u5f00\u7279\u522b\u80a1\u4e1c\u5927\u4f1a\u3002\u5982\u679c\u4ea4\u6613\u6210\u529f\uff0c\u6de1\u9a6c\u9521\u5c06\u6301\u6709\u80dc\u79d1\u6d77\u4e8b\u65b0\u5b9e\u4f53\u7ea635.5%\u7684\u80a1\u4efd\uff0c\u76ee\u524d\u4e3a54.6%\u3002 \u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u81ea2022\u8d22\u5e74\u5f00\u59cb\uff0c\u96c6\u56e2\u5171\u670921\u4e2a\u9879\u76ee\u6b63\u5728\u6267\u884c\uff0c\u5176\u4e2d12\u4e2a\u9879\u76ee\u8ba1\u5212\u57282022\u8d22\u5e74\u5b8c\u6210\u548c\u4ea4\u4ed8\u3002\u636e\u62a5\u9053\uff0c\u622a\u6b62\u7b2c\u4e09\u5b63\u5ea6\u4e3a\u6b62\uff0c\u516c\u53f8\u7ee7\u7eed\u987a\u5229\u6267\u884c\u9879\u76ee\uff0c\u6210\u529f\u5b8c\u6210\u4e869\u4e2a\u9879\u76ee\u5e76\u5411\u5ba2\u6237\u4ea4\u4ed8\u4e86\u4ea7\u54c1\u3002\u5c3d\u7ba1\u53d6\u5f97\u4e86\u8fd9\u4e9b\u6210\u529f\uff0c\u4f46\u516c\u53f8\u9884\u8ba12022\u5e74\u4e0b\u534a\u5e74\u7684\u4e8f\u635f\u5e45\u5ea6\u4e0e2022\u5e74\u4e0a\u534a\u5e74\u76f8\u4f3c\u3002\u6b64\u5916\uff0c\u516c\u53f8\u62a5\u544a\u79f0\uff0c\u622a\u6b62\u524d\u4e09\u5b63\u4e3a\u6b62\u5df2\u83b7\u5f97\u8d85\u8fc767.1\u4ebf\u65b0\u5143\u7684\u65b0\u5408\u540c\uff0c\u5176\u4e2d\u5305\u62ec4.2\u4ebf\u65b0\u5143\u7684\u7ef4\u4fee\u548c\u5347\u7ea7\u5408\u540c\uff0c\u5176\u4e2d\u6700\u5927\u7684\u5408\u540c\u4ef7\u503c42.5\u4ebf\u65b0\u5143\uff0c\u6765\u81ea\u5df4\u897f\u56fd\u5bb6\u77f3\u6cb9\u516c\u53f8\u7684P-82 FPSO\u3002\u524d\u4e09\u5b63\u96c6\u56e2\u7684\u51c0\u8ba2\u5355\u91cf\u4e3a71.1\u4ebf\u65b0\u5143\uff0c\u5176\u4e2d\u53ef\u518d\u751f\u98ce\u80fd\u548c\u5176\u4ed6\u66f4\u6e05\u6d01\u548c\u7eff\u8272\u7684\u89e3\u51b3\u65b9\u6848\u7ea6\u536034%\u3002 \u516c\u53f8\u524d\u666f\u3002\u516c\u53f8\u7684\u524d\u666f\u662f\u79ef\u6781\u7684\uff0c\u56e0\u4e3a\u7ba1\u7406\u5c42\u770b\u5230\u4e86\u8ba2\u5355\u7684\u589e\u52a0\uff0c\u8fd9\u662f\u7531\u4e8e\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u4ef7\u683c\u9ad8\u4f01\u3001\u5730\u7f18\u653f\u6cbb\u7d27\u5f20\u5c40\u52bf\u5bfc\u81f4\u5bf9\u80fd\u6e90\u5b89\u5168\u7684\u91cd\u65b0\u5173\u6ce8\u4ee5\u53ca\u5411\u53ef\u518d\u751f\u80fd\u6e90\u7684\u8f6c\u53d8\u7b49\u56e0\u7d20\u7684\u7efc\u5408\u4f5c\u7528\u3002\u8fd9\u8868\u660e\uff0c\u516c\u53f8\u7684\u4e1a\u7ee9\u5f88\u53ef\u80fd\u5728\u4e0d\u4e45\u7684\u5c06\u6765\u7ee7\u7eed\u6539\u5584\u3002 \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a-0.001\/0.002\uff0c\u5f6d\u535a\u5171\u8bc6\u5e73\u574712\u4e2a\u6708\u76ee\u6807\u4ef7\u4e3a0.140\u65b0\u5143\u3002 (Source: Bloomberg) \u626c\u5b50\u6c5f\u8239\u4e1a (BS6 SP)\uff1a\u53d7\u76ca\u4e8e\u79ef\u6781\u7684\u7f8e\u56fd\u6570\u636e \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.20\uff0c\u76ee\u6807\u4ef7\uff1a1.37\uff0c\u6b62\u635f\u4ef7\uff1a1.15 \u626c\u5b50\u6c5f\u8239\u4e1a\u63a7\u80a1\u6709\u9650\u516c\u53f8\u751f\u4ea7\u5404\u7c7b\u8239\u8236\u3002\u8be5\u516c\u53f8\u751f\u4ea7\u5404\u79cd\u5404\u6837\u7684\u5546\u8239\u3001\u5c0f\u578b\u6563\u8d27\u8239\u3001\u591a\u7528\u9014\u8d27\u8239\u3001\u96c6\u88c5\u7bb1\u8239\u3001\u5316\u5b66\u54c1\u6cb9\u8f6e\u3001\u6d77\u4e0a\u8865\u7ed9\u8239\u3001\u6551\u63f4\u548c\u6253\u635e\u8239\u4ee5\u53ca\u8d77\u91cd\u8239\u3002 \u53d7\u76ca\u4e8e\u7f8e\u5143\u8d70\u5f3a\u3002\u5728\u7f8e\u56fd\u516c\u5e031\u6708\u4efd\u5f3a\u52b2\u7684\u975e\u519c\u5c31\u4e1a\u6570\u636e\u540e\uff0c\u7f8e\u5143\u6307\u6570\u51fa\u73b0\u53cd\u5f39\u3002\u626c\u5b50\u6c5f\u9020\u8239\u63a7\u80a1\u6709\u9650\u516c\u53f8\u7684\u8d22\u52a1\u4e1a\u7ee9\u548c\u4e1a\u52a1\u4e3b\u8981\u4ee5\u7f8e\u5143\u8ba1\u4ef7\uff0c\u5728\u672a\u6765\u51e0\u4e2a\u6708\u5c06\u53d7\u76ca\u4e8e\u7f8e\u5143\u7684\u5347\u503c\u3002 \u80a1\u4ef7\u53ca\u7f8e\u5143\u6307\u6570\u8d70\u52bf\u5bf9\u6bd4 (Source: Bloomberg) \u94c1\u77ff\u77f3\u548c\u94a2\u94c1\u4ef7\u683c\u4e0b\u8dcc\u3002\u968f\u7740\u7f8e\u5143\u5347\u503c\uff0c\u94c1\u77ff\u77f3\u548c\u94a2\u94c1\u7b49\u786c\u8d28\u5927\u5b97\u5546\u54c1\u7684\u4ef7\u683c\u51fa\u73b0\u4e86\u4e0b\u8dcc\u3002\u8fd9\u4f7f\u5f97\u8be5\u516c\u53f8\u80fd\u591f\u627e\u5230\u964d\u4f4e\u751f\u4ea7\u6210\u672c\u7684\u673a\u4f1a\uff0c\u56e0\u4e3a\u94c1\u77ff\u77f3\u548c\u94a2\u94c1\u662f\u8239\u8236\u751f\u4ea7\u7684\u5173\u952e\u7ec4\u6210\u90e8\u5206\u3002 \u62c5\u4fdd\u5408\u540c\u7684\u53ef\u89c1\u6027\u3002\u622a\u81f322\u5e74\u7b2c\u4e09\u5b63\u5ea6\uff0c\u8be5\u516c\u53f8\u7684\u603b\u8ba2\u5355\u4ef7\u503c\u8fbe\u5230102.7\u4ebf\u7f8e\u5143\uff0c\u5c06\u516c\u53f8\u7684\u6536\u5165\u80fd\u89c1\u5ea6\u5ef6\u957f\u81f32025\u5e74\u4e2d\u671f\u3002\u8fd9\u4f7f\u5f97\u516c\u53f8\u5728\u672a\u6765\u51e0\u5e74\u6709\u4e00\u4e2a\u786e\u5b9a\u548c\u53ef\u89c1\u7684\u6536\u5165\u6d41\u3002 \u516c\u53f8\u524d\u666f\u3002\u968f\u7740\u7ecf\u6d4e\u538b\u529b\u5f00\u59cb\u7f13\u89e3\uff0c\u7f8e\u5143\u7684\u53cd\u5f39\uff0c\u8be5\u516c\u53f8\u5728\u672a\u6765\u51e0\u4e2a\u6708\u7684\u524d\u666f\u662f\u79ef\u6781\u7684\u3002\u9274\u4e8e\u8be5\u516c\u53f8\u7684\u8ba2\u5355\u4e00\u76f4\u52302025\u5e74\u5e74\u4e2d\u90fd\u662f\u6ee1\u7684\uff0c\u56e0\u6b64\u8be5\u516c\u53f8\u7684\u6536\u5165\u6d41\u4e5f\u6e05\u6670\u53ef\u89c1\u3002\u4e2d\u56fd\u7ecf\u6d4e\u7684\u91cd\u65b0\u5f00\u653e\u4e5f\u4f7f\u8be5\u516c\u53f8\u80fd\u591f\u91cd\u65b0\u52a0\u5feb\u5176\u4e1a\u52a1\u7684\u751f\u4ea7\u3002\u8fd9\u8868\u660e\uff0c\u8be5\u516c\u53f8\u7684\u4e1a\u7ee9\u5f88\u53ef\u80fd\u5728\u4e0d\u4e45\u7684\u5c06\u6765\u7ee7\u7eed\u6539\u5584\u3002 \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a\u540c\u6bd422.98%\/4.72%\uff0c\u53738.1\u500d\/7.8\u500d\u8fdc\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a8.0\u500d\u300223\/24\u8d22\u5e74\u9884\u671f\u80a1\u606f\u6536\u76ca\u7387\u5206\u522b\u4e3a3.7%\/3.8%\u3002\u5f6d\u535a\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a1.46\u7f8e\u5143\u3002 (Source: Bloomberg) \u4e2d\u56fd\u6d77\u6d0b\u77f3\u6cb9 (883 HK)\uff1a\u9632\u5b88\u578b\u77f3\u6cb9\u80a1 \u4e70\u5165\u4ef7\uff1a11.4\uff0c\u76ee\u6807\u4ef7\uff1a12.5\uff0c\u6b62\u635f\u4ef7\uff1a10.9 \u4e2d\u56fd\u6d77\u6d0b\u77f3\u6cb9\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u539f\u6cb9\u548c\u5929\u7136\u6c14\u7684\u52d8\u63a2\u3001\u751f\u4ea7\u53ca\u9500\u552e\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u7ecf\u8425\u4e09\u4e2a\u5206\u90e8\u3002\u52d8\u63a2\u53ca\u751f\u4ea7\u5206\u90e8\u4ece\u4e8b\u5e38\u89c4\u6cb9\u6c14\u4e1a\u52a1\u3001\u9875\u5ca9\u6cb9\u6c14\u4e1a\u52a1\u3001\u6cb9\u7802\u4e1a\u52a1\u548c\u5176\u4ed6\u975e\u5e38\u89c4\u6cb9\u6c14\u4e1a\u52a1\u3002\u8d38\u6613\u4e1a\u52a1\u5206\u90e8\u4ece\u4e8b\u539f\u6cb9\u8f6c\u53e3\u8d38\u6613\u4e1a\u52a1\u3002\u516c\u53f8\u4e1a\u52a1\u5206\u90e8\u4ece\u4e8b\u603b\u90e8\u7ba1\u7406\u3001\u8d44\u91d1\u7ba1\u7406\u4ee5\u53ca\u7814\u7a76\u5f00\u53d1\u7b49\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u5728\u4e2d\u56fd\u3001\u52a0\u62ff\u5927\u3001\u7f8e\u56fd\u3001\u82f1\u56fd\u3001\u5c3c\u65e5\u5229\u4e9a\u4ee5\u53ca\u5df4\u897f\u7b49\u5730\u5f00\u5c55\u4e1a\u52a1\u3002 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\u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a18.2%\/30.0%\uff0c\u537338.8\u500d\/30.0\u500d\u7684\u8fdc\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a76.2\u500d\u3002\u5f6d\u535a\u793e\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a296.82\u7f8e\u5143\u3002 (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd \u9999\u6e2f ^ Back To Top Trading Dashboard Update: Cut loss on SATS (SATS SP) at\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Keith Tan\"\/>\n\t<meta name=\"keywords\" content=\"kgi daily trading ideas (chinese)\" \/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-15-feb-2023-zh\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO (AIOSEO) 4.9.8\" \/>\n\t\t<meta property=\"og:locale\" content=\"en_US\" \/>\n\t\t<meta 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\u94c1\u77ff\u77f3\u548c\u94a2\u94c1\u4ef7\u683c\u4e0b\u8dcc\u3002\u968f\u7740\u7f8e\u5143\u5347\u503c\uff0c\u94c1\u77ff\u77f3\u548c\u94a2\u94c1\u7b49\u786c\u8d28\u5927\u5b97\u5546\u54c1\u7684\u4ef7\u683c\u51fa\u73b0\u4e86\u4e0b\u8dcc\u3002\u8fd9\u4f7f\u5f97\u8be5\u516c\u53f8\u80fd\u591f\u627e\u5230\u964d\u4f4e\u751f\u4ea7\u6210\u672c\u7684\u673a\u4f1a\uff0c\u56e0\u4e3a\u94c1\u77ff\u77f3\u548c\u94a2\u94c1\u662f\u8239\u8236\u751f\u4ea7\u7684\u5173\u952e\u7ec4\u6210\u90e8\u5206\u3002 \u62c5\u4fdd\u5408\u540c\u7684\u53ef\u89c1\u6027\u3002\u622a\u81f322\u5e74\u7b2c\u4e09\u5b63\u5ea6\uff0c\u8be5\u516c\u53f8\u7684\u603b\u8ba2\u5355\u4ef7\u503c\u8fbe\u5230102.7\u4ebf\u7f8e\u5143\uff0c\u5c06\u516c\u53f8\u7684\u6536\u5165\u80fd\u89c1\u5ea6\u5ef6\u957f\u81f32025\u5e74\u4e2d\u671f\u3002\u8fd9\u4f7f\u5f97\u516c\u53f8\u5728\u672a\u6765\u51e0\u5e74\u6709\u4e00\u4e2a\u786e\u5b9a\u548c\u53ef\u89c1\u7684\u6536\u5165\u6d41\u3002 \u516c\u53f8\u524d\u666f\u3002\u968f\u7740\u7ecf\u6d4e\u538b\u529b\u5f00\u59cb\u7f13\u89e3\uff0c\u7f8e\u5143\u7684\u53cd\u5f39\uff0c\u8be5\u516c\u53f8\u5728\u672a\u6765\u51e0\u4e2a\u6708\u7684\u524d\u666f\u662f\u79ef\u6781\u7684\u3002\u9274\u4e8e\u8be5\u516c\u53f8\u7684\u8ba2\u5355\u4e00\u76f4\u52302025\u5e74\u5e74\u4e2d\u90fd\u662f\u6ee1\u7684\uff0c\u56e0\u6b64\u8be5\u516c\u53f8\u7684\u6536\u5165\u6d41\u4e5f\u6e05\u6670\u53ef\u89c1\u3002\u4e2d\u56fd\u7ecf\u6d4e\u7684\u91cd\u65b0\u5f00\u653e\u4e5f\u4f7f\u8be5\u516c\u53f8\u80fd\u591f\u91cd\u65b0\u52a0\u5feb\u5176\u4e1a\u52a1\u7684\u751f\u4ea7\u3002\u8fd9\u8868\u660e\uff0c\u8be5\u516c\u53f8\u7684\u4e1a\u7ee9\u5f88\u53ef\u80fd\u5728\u4e0d\u4e45\u7684\u5c06\u6765\u7ee7\u7eed\u6539\u5584\u3002 \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a\u540c\u6bd422.98%\/4.72%\uff0c\u53738.1\u500d\/7.8\u500d\u8fdc\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a8.0\u500d\u300223\/24\u8d22\u5e74\u9884\u671f\u80a1\u606f\u6536\u76ca\u7387\u5206\u522b\u4e3a3.7%\/3.8%\u3002\u5f6d\u535a\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a1.46\u7f8e\u5143\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) Enphase \u80fd\u6e90 (ENPH US)\uff1a\u5728\u4e1a\u7ee9\u516c\u5e03\u540e\u7684\u629b\u552e\u4e2d\u6284\u5e95 \u91cd\u7533\u4e70\u5165\u4ef7\uff1a205\uff0c\u76ee\u6807\u4ef7\uff1a245\uff0c\u6b62\u635f\u4ef7\uff1a185 Enphase\u80fd\u6e90\u516c\u53f8\u751f\u4ea7\u592a\u9633\u80fd\u8bbe\u5907\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u5bb6\u5ead\u548c\u5546\u4e1a\u592a\u9633\u80fd\u548c\u5b58\u50a8\u89e3\u51b3\u65b9\u6848\u3002\u516c\u53f8\u4e3a\u7f8e\u56fd\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002 \u5b8f\u89c2\u8d8b\u52bf\u6709\u5229\u30022022\u5e74\u5168\u7403\u6e05\u6d01\u80fd\u6e90\u9879\u76ee\u6295\u8d44\u8fbe1.1\u4e07\u4ebf\u7f8e\u5143\uff0c\u968f\u7740\u5404\u56fd\u653f\u5e9c\u5411\u96f6\u78b3\u672a\u6765\u8fc7\u6e21\uff0c\u8fd9\u4e00\u6570\u5b57\u57282023\u8d22\u5e74\u80af\u5b9a\u4f1a\u589e\u52a0\u3002 \u589e\u957f\u52a8\u529b\u4e0d\u53d8\u3002\u8be5\u516c\u53f8\u8ba1\u5212\u57282023\u5e74\u589e\u52a0450\u4e07\u53f0\u5fae\u578b\u9006\u53d8\u5668\u7684\u5b63\u5ea6\u4ea7\u80fd\uff0c\u52302023\u5e74\u5e95\u8fbe\u52301,000\u4e07\u53f0\u3002\u9884\u8ba1\u8be5\u516c\u53f8\u5c06\u572823\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u901a\u8fc7\u4e00\u4e2a\u65b0\u7684\u56fd\u5185\u4ee3\u5de5\u5408\u4f5c\u4f19\u4f34\u589e\u52a0\u4f9b\u5e94\uff0c\u5e76\u572823\u5e74\u4e0b\u534a\u5e74\u901a\u8fc7\u4e24\u4e2a\u73b0\u6709\u5408\u4f5c\u4f19\u4f34\u589e\u52a0\u4f9b\u5e94\u3002\u53e6\u4e00\u4e2a\u589e\u957f\u52a8\u529b\u662f\u7535\u52a8\u6c7d\u8f66\u5145\u7535\u7cfb\u7edf\uff0c\u8be5\u7cfb\u7edf\u652f\u6301\u6574\u4f53\u80fd\u6e90\u751f\u6001\u7cfb\u7edf\uff0c\u5e76\u53d7\u76ca\u4e8e\u6b27\u6d32\u548c\u7f8e\u56fd\u5e02\u573a\u7535\u52a8\u6c7d\u8f66\u548c\u592a\u9633\u80fd\u5e94\u7528\u7684\u589e\u52a0\u3002 22\u5e74\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u8d85\u8fc7\u9884\u671f\uff0c\u4f46\u968f\u540e\u906d\u629b\u552e\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f75.6%\u81f37.25\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f2,159\u4e07\u7f8e\u5143\uff0cNon-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a1.51\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.25\u7f8e\u5143\u3002\u629b\u552e\u7684\u4e3b\u8981\u539f\u56e0\u662f\uff0c\u7531\u4e8e\u5b63\u8282\u6027\u548c\u5b8f\u89c2\u7ecf\u6d4e\u73af\u5883\u7684\u5f71\u54cd\uff0c\u9884\u8ba123\u5e74\u7b2c\u4e00\u5b63\u5ea6\u7684\u4e1a\u52a1\u5c06\u6bd422\u5e74\u7b2c\u56db\u5b63\u5ea6\u7565\u6709\u4e0b\u964d\u3002 \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a18.2%\/30.0%\uff0c\u537338.8\u500d\/30.0\u500d\u7684\u8fdc\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a76.2\u500d\u3002\u5f6d\u535a\u793e\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a296.82\u7f8e\u5143\u3002 (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd \u9999\u6e2f ^ Back To Top Trading Dashboard Update: Cut loss on SATS (SATS SP) at\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-15-feb-2023-zh\/\" \/>\n\t\t<meta property=\"og:image\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<meta property=\"og:image:secure_url\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<meta property=\"article:published_time\" content=\"2023-02-14T23:47:00+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2023-02-15T01:44:49+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2023\u5e7402\u670815\u65e5: \u80dc\u79d1\u6d77\u4e8b (SMM SP), \u4e2d\u56fd\u6d77\u6d0b\u77f3\u6cb9 (883 HK), \u8bfa\u65af\u6d1b\u666e\u2022\u683c\u9c81\u95e8 (NOC US) \u2022 KGI Singapore Research\" \/>\n\t\t<meta name=\"twitter:description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c (Source: Bloomberg) (Source: Bloomberg) \u94c1\u77ff\u77f3\u548c\u94a2\u94c1\u4ef7\u683c\u4e0b\u8dcc\u3002\u968f\u7740\u7f8e\u5143\u5347\u503c\uff0c\u94c1\u77ff\u77f3\u548c\u94a2\u94c1\u7b49\u786c\u8d28\u5927\u5b97\u5546\u54c1\u7684\u4ef7\u683c\u51fa\u73b0\u4e86\u4e0b\u8dcc\u3002\u8fd9\u4f7f\u5f97\u8be5\u516c\u53f8\u80fd\u591f\u627e\u5230\u964d\u4f4e\u751f\u4ea7\u6210\u672c\u7684\u673a\u4f1a\uff0c\u56e0\u4e3a\u94c1\u77ff\u77f3\u548c\u94a2\u94c1\u662f\u8239\u8236\u751f\u4ea7\u7684\u5173\u952e\u7ec4\u6210\u90e8\u5206\u3002 \u62c5\u4fdd\u5408\u540c\u7684\u53ef\u89c1\u6027\u3002\u622a\u81f322\u5e74\u7b2c\u4e09\u5b63\u5ea6\uff0c\u8be5\u516c\u53f8\u7684\u603b\u8ba2\u5355\u4ef7\u503c\u8fbe\u5230102.7\u4ebf\u7f8e\u5143\uff0c\u5c06\u516c\u53f8\u7684\u6536\u5165\u80fd\u89c1\u5ea6\u5ef6\u957f\u81f32025\u5e74\u4e2d\u671f\u3002\u8fd9\u4f7f\u5f97\u516c\u53f8\u5728\u672a\u6765\u51e0\u5e74\u6709\u4e00\u4e2a\u786e\u5b9a\u548c\u53ef\u89c1\u7684\u6536\u5165\u6d41\u3002 \u516c\u53f8\u524d\u666f\u3002\u968f\u7740\u7ecf\u6d4e\u538b\u529b\u5f00\u59cb\u7f13\u89e3\uff0c\u7f8e\u5143\u7684\u53cd\u5f39\uff0c\u8be5\u516c\u53f8\u5728\u672a\u6765\u51e0\u4e2a\u6708\u7684\u524d\u666f\u662f\u79ef\u6781\u7684\u3002\u9274\u4e8e\u8be5\u516c\u53f8\u7684\u8ba2\u5355\u4e00\u76f4\u52302025\u5e74\u5e74\u4e2d\u90fd\u662f\u6ee1\u7684\uff0c\u56e0\u6b64\u8be5\u516c\u53f8\u7684\u6536\u5165\u6d41\u4e5f\u6e05\u6670\u53ef\u89c1\u3002\u4e2d\u56fd\u7ecf\u6d4e\u7684\u91cd\u65b0\u5f00\u653e\u4e5f\u4f7f\u8be5\u516c\u53f8\u80fd\u591f\u91cd\u65b0\u52a0\u5feb\u5176\u4e1a\u52a1\u7684\u751f\u4ea7\u3002\u8fd9\u8868\u660e\uff0c\u8be5\u516c\u53f8\u7684\u4e1a\u7ee9\u5f88\u53ef\u80fd\u5728\u4e0d\u4e45\u7684\u5c06\u6765\u7ee7\u7eed\u6539\u5584\u3002 \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a\u540c\u6bd422.98%\/4.72%\uff0c\u53738.1\u500d\/7.8\u500d\u8fdc\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a8.0\u500d\u300223\/24\u8d22\u5e74\u9884\u671f\u80a1\u606f\u6536\u76ca\u7387\u5206\u522b\u4e3a3.7%\/3.8%\u3002\u5f6d\u535a\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a1.46\u7f8e\u5143\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) Enphase \u80fd\u6e90 (ENPH US)\uff1a\u5728\u4e1a\u7ee9\u516c\u5e03\u540e\u7684\u629b\u552e\u4e2d\u6284\u5e95 \u91cd\u7533\u4e70\u5165\u4ef7\uff1a205\uff0c\u76ee\u6807\u4ef7\uff1a245\uff0c\u6b62\u635f\u4ef7\uff1a185 Enphase\u80fd\u6e90\u516c\u53f8\u751f\u4ea7\u592a\u9633\u80fd\u8bbe\u5907\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u5bb6\u5ead\u548c\u5546\u4e1a\u592a\u9633\u80fd\u548c\u5b58\u50a8\u89e3\u51b3\u65b9\u6848\u3002\u516c\u53f8\u4e3a\u7f8e\u56fd\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002 \u5b8f\u89c2\u8d8b\u52bf\u6709\u5229\u30022022\u5e74\u5168\u7403\u6e05\u6d01\u80fd\u6e90\u9879\u76ee\u6295\u8d44\u8fbe1.1\u4e07\u4ebf\u7f8e\u5143\uff0c\u968f\u7740\u5404\u56fd\u653f\u5e9c\u5411\u96f6\u78b3\u672a\u6765\u8fc7\u6e21\uff0c\u8fd9\u4e00\u6570\u5b57\u57282023\u8d22\u5e74\u80af\u5b9a\u4f1a\u589e\u52a0\u3002 \u589e\u957f\u52a8\u529b\u4e0d\u53d8\u3002\u8be5\u516c\u53f8\u8ba1\u5212\u57282023\u5e74\u589e\u52a0450\u4e07\u53f0\u5fae\u578b\u9006\u53d8\u5668\u7684\u5b63\u5ea6\u4ea7\u80fd\uff0c\u52302023\u5e74\u5e95\u8fbe\u52301,000\u4e07\u53f0\u3002\u9884\u8ba1\u8be5\u516c\u53f8\u5c06\u572823\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u901a\u8fc7\u4e00\u4e2a\u65b0\u7684\u56fd\u5185\u4ee3\u5de5\u5408\u4f5c\u4f19\u4f34\u589e\u52a0\u4f9b\u5e94\uff0c\u5e76\u572823\u5e74\u4e0b\u534a\u5e74\u901a\u8fc7\u4e24\u4e2a\u73b0\u6709\u5408\u4f5c\u4f19\u4f34\u589e\u52a0\u4f9b\u5e94\u3002\u53e6\u4e00\u4e2a\u589e\u957f\u52a8\u529b\u662f\u7535\u52a8\u6c7d\u8f66\u5145\u7535\u7cfb\u7edf\uff0c\u8be5\u7cfb\u7edf\u652f\u6301\u6574\u4f53\u80fd\u6e90\u751f\u6001\u7cfb\u7edf\uff0c\u5e76\u53d7\u76ca\u4e8e\u6b27\u6d32\u548c\u7f8e\u56fd\u5e02\u573a\u7535\u52a8\u6c7d\u8f66\u548c\u592a\u9633\u80fd\u5e94\u7528\u7684\u589e\u52a0\u3002 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\\u5e02\\u573a\\u5bf923\\\/24\\u8d22\\u5e74\\u6bcf\\u80a1\\u6536\\u76ca\\u589e\\u957f\\u7684\\u6700\\u65b0\\u5171\\u8bc6\\u5206\\u522b\\u4e3a\\u540c\\u6bd422.98%\\\/4.72%\\uff0c\\u53738.1\\u500d\\\/7.8\\u500d\\u8fdc\\u671f\\u5e02\\u76c8\\u7387\\u3002\\u5f53\\u524d\\u5e02\\u76c8\\u7387\\u4e3a8.0\\u500d\\u300223\\\/24\\u8d22\\u5e74\\u9884\\u671f\\u80a1\\u606f\\u6536\\u76ca\\u7387\\u5206\\u522b\\u4e3a3.7%\\\/3.8%\\u3002\\u5f6d\\u535a\\u4e00\\u81f4\\u8ba4\\u4e3a12\\u4e2a\\u6708\\u5e73\\u5747\\u76ee\\u6807\\u4ef7\\u4e3a1.46\\u7f8e\\u5143\\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) Enphase \\u80fd\\u6e90 (ENPH US)\\uff1a\\u5728\\u4e1a\\u7ee9\\u516c\\u5e03\\u540e\\u7684\\u629b\\u552e\\u4e2d\\u6284\\u5e95 \\u91cd\\u7533\\u4e70\\u5165\\u4ef7\\uff1a205\\uff0c\\u76ee\\u6807\\u4ef7\\uff1a245\\uff0c\\u6b62\\u635f\\u4ef7\\uff1a185 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Tan"}},{"@type":"WebPage","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-15-feb-2023-zh\/#webpage","url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-15-feb-2023-zh\/","name":"2023\u5e7402\u670815\u65e5: \u80dc\u79d1\u6d77\u4e8b (SMM SP), \u4e2d\u56fd\u6d77\u6d0b\u77f3\u6cb9 (883 HK), \u8bfa\u65af\u6d1b\u666e\u2022\u683c\u9c81\u95e8 (NOC US) \u2022 KGI Singapore Research","description":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c (Source: Bloomberg) (Source: Bloomberg) \u94c1\u77ff\u77f3\u548c\u94a2\u94c1\u4ef7\u683c\u4e0b\u8dcc\u3002\u968f\u7740\u7f8e\u5143\u5347\u503c\uff0c\u94c1\u77ff\u77f3\u548c\u94a2\u94c1\u7b49\u786c\u8d28\u5927\u5b97\u5546\u54c1\u7684\u4ef7\u683c\u51fa\u73b0\u4e86\u4e0b\u8dcc\u3002\u8fd9\u4f7f\u5f97\u8be5\u516c\u53f8\u80fd\u591f\u627e\u5230\u964d\u4f4e\u751f\u4ea7\u6210\u672c\u7684\u673a\u4f1a\uff0c\u56e0\u4e3a\u94c1\u77ff\u77f3\u548c\u94a2\u94c1\u662f\u8239\u8236\u751f\u4ea7\u7684\u5173\u952e\u7ec4\u6210\u90e8\u5206\u3002 \u62c5\u4fdd\u5408\u540c\u7684\u53ef\u89c1\u6027\u3002\u622a\u81f322\u5e74\u7b2c\u4e09\u5b63\u5ea6\uff0c\u8be5\u516c\u53f8\u7684\u603b\u8ba2\u5355\u4ef7\u503c\u8fbe\u5230102.7\u4ebf\u7f8e\u5143\uff0c\u5c06\u516c\u53f8\u7684\u6536\u5165\u80fd\u89c1\u5ea6\u5ef6\u957f\u81f32025\u5e74\u4e2d\u671f\u3002\u8fd9\u4f7f\u5f97\u516c\u53f8\u5728\u672a\u6765\u51e0\u5e74\u6709\u4e00\u4e2a\u786e\u5b9a\u548c\u53ef\u89c1\u7684\u6536\u5165\u6d41\u3002 \u516c\u53f8\u524d\u666f\u3002\u968f\u7740\u7ecf\u6d4e\u538b\u529b\u5f00\u59cb\u7f13\u89e3\uff0c\u7f8e\u5143\u7684\u53cd\u5f39\uff0c\u8be5\u516c\u53f8\u5728\u672a\u6765\u51e0\u4e2a\u6708\u7684\u524d\u666f\u662f\u79ef\u6781\u7684\u3002\u9274\u4e8e\u8be5\u516c\u53f8\u7684\u8ba2\u5355\u4e00\u76f4\u52302025\u5e74\u5e74\u4e2d\u90fd\u662f\u6ee1\u7684\uff0c\u56e0\u6b64\u8be5\u516c\u53f8\u7684\u6536\u5165\u6d41\u4e5f\u6e05\u6670\u53ef\u89c1\u3002\u4e2d\u56fd\u7ecf\u6d4e\u7684\u91cd\u65b0\u5f00\u653e\u4e5f\u4f7f\u8be5\u516c\u53f8\u80fd\u591f\u91cd\u65b0\u52a0\u5feb\u5176\u4e1a\u52a1\u7684\u751f\u4ea7\u3002\u8fd9\u8868\u660e\uff0c\u8be5\u516c\u53f8\u7684\u4e1a\u7ee9\u5f88\u53ef\u80fd\u5728\u4e0d\u4e45\u7684\u5c06\u6765\u7ee7\u7eed\u6539\u5584\u3002 \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a\u540c\u6bd422.98%\/4.72%\uff0c\u53738.1\u500d\/7.8\u500d\u8fdc\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a8.0\u500d\u300223\/24\u8d22\u5e74\u9884\u671f\u80a1\u606f\u6536\u76ca\u7387\u5206\u522b\u4e3a3.7%\/3.8%\u3002\u5f6d\u535a\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a1.46\u7f8e\u5143\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) Enphase \u80fd\u6e90 (ENPH US)\uff1a\u5728\u4e1a\u7ee9\u516c\u5e03\u540e\u7684\u629b\u552e\u4e2d\u6284\u5e95 \u91cd\u7533\u4e70\u5165\u4ef7\uff1a205\uff0c\u76ee\u6807\u4ef7\uff1a245\uff0c\u6b62\u635f\u4ef7\uff1a185 Enphase\u80fd\u6e90\u516c\u53f8\u751f\u4ea7\u592a\u9633\u80fd\u8bbe\u5907\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u5bb6\u5ead\u548c\u5546\u4e1a\u592a\u9633\u80fd\u548c\u5b58\u50a8\u89e3\u51b3\u65b9\u6848\u3002\u516c\u53f8\u4e3a\u7f8e\u56fd\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002 \u5b8f\u89c2\u8d8b\u52bf\u6709\u5229\u30022022\u5e74\u5168\u7403\u6e05\u6d01\u80fd\u6e90\u9879\u76ee\u6295\u8d44\u8fbe1.1\u4e07\u4ebf\u7f8e\u5143\uff0c\u968f\u7740\u5404\u56fd\u653f\u5e9c\u5411\u96f6\u78b3\u672a\u6765\u8fc7\u6e21\uff0c\u8fd9\u4e00\u6570\u5b57\u57282023\u8d22\u5e74\u80af\u5b9a\u4f1a\u589e\u52a0\u3002 \u589e\u957f\u52a8\u529b\u4e0d\u53d8\u3002\u8be5\u516c\u53f8\u8ba1\u5212\u57282023\u5e74\u589e\u52a0450\u4e07\u53f0\u5fae\u578b\u9006\u53d8\u5668\u7684\u5b63\u5ea6\u4ea7\u80fd\uff0c\u52302023\u5e74\u5e95\u8fbe\u52301,000\u4e07\u53f0\u3002\u9884\u8ba1\u8be5\u516c\u53f8\u5c06\u572823\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u901a\u8fc7\u4e00\u4e2a\u65b0\u7684\u56fd\u5185\u4ee3\u5de5\u5408\u4f5c\u4f19\u4f34\u589e\u52a0\u4f9b\u5e94\uff0c\u5e76\u572823\u5e74\u4e0b\u534a\u5e74\u901a\u8fc7\u4e24\u4e2a\u73b0\u6709\u5408\u4f5c\u4f19\u4f34\u589e\u52a0\u4f9b\u5e94\u3002\u53e6\u4e00\u4e2a\u589e\u957f\u52a8\u529b\u662f\u7535\u52a8\u6c7d\u8f66\u5145\u7535\u7cfb\u7edf\uff0c\u8be5\u7cfb\u7edf\u652f\u6301\u6574\u4f53\u80fd\u6e90\u751f\u6001\u7cfb\u7edf\uff0c\u5e76\u53d7\u76ca\u4e8e\u6b27\u6d32\u548c\u7f8e\u56fd\u5e02\u573a\u7535\u52a8\u6c7d\u8f66\u548c\u592a\u9633\u80fd\u5e94\u7528\u7684\u589e\u52a0\u3002 22\u5e74\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u8d85\u8fc7\u9884\u671f\uff0c\u4f46\u968f\u540e\u906d\u629b\u552e\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f75.6%\u81f37.25\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f2,159\u4e07\u7f8e\u5143\uff0cNon-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a1.51\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.25\u7f8e\u5143\u3002\u629b\u552e\u7684\u4e3b\u8981\u539f\u56e0\u662f\uff0c\u7531\u4e8e\u5b63\u8282\u6027\u548c\u5b8f\u89c2\u7ecf\u6d4e\u73af\u5883\u7684\u5f71\u54cd\uff0c\u9884\u8ba123\u5e74\u7b2c\u4e00\u5b63\u5ea6\u7684\u4e1a\u52a1\u5c06\u6bd422\u5e74\u7b2c\u56db\u5b63\u5ea6\u7565\u6709\u4e0b\u964d\u3002 \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a18.2%\/30.0%\uff0c\u537338.8\u500d\/30.0\u500d\u7684\u8fdc\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a76.2\u500d\u3002\u5f6d\u535a\u793e\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a296.82\u7f8e\u5143\u3002 (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd \u9999\u6e2f ^ Back To Top Trading Dashboard Update: Cut loss on SATS (SATS SP) at","inLanguage":"en-US","isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/#website"},"breadcrumb":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-15-feb-2023-zh\/#breadcrumblist"},"author":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/#author"},"creator":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/#author"},"image":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/01\/Thumbnail-156.jpg?wsr","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-15-feb-2023-zh\/#mainImage","width":275,"height":183},"primaryImageOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-15-feb-2023-zh\/#mainImage"},"datePublished":"2023-02-15T07:47:00+08:00","dateModified":"2023-02-15T09:44:49+08:00"},{"@type":"WebSite","@id":"https:\/\/www.kgieworld.sg\/research\/#website","url":"https:\/\/www.kgieworld.sg\/research\/","name":"KGI Singapore Research","description":"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","inLanguage":"en-US","publisher":{"@id":"https:\/\/www.kgieworld.sg\/research\/#organization"}}]},"og:locale":"en_US","og:site_name":"KGI Singapore Research \u2022 Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","og:type":"article","og:title":"2023\u5e7402\u670815\u65e5: \u80dc\u79d1\u6d77\u4e8b (SMM SP), \u4e2d\u56fd\u6d77\u6d0b\u77f3\u6cb9 (883 HK), \u8bfa\u65af\u6d1b\u666e\u2022\u683c\u9c81\u95e8 (NOC US) \u2022 KGI Singapore Research","og:description":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c (Source: Bloomberg) (Source: Bloomberg) \u94c1\u77ff\u77f3\u548c\u94a2\u94c1\u4ef7\u683c\u4e0b\u8dcc\u3002\u968f\u7740\u7f8e\u5143\u5347\u503c\uff0c\u94c1\u77ff\u77f3\u548c\u94a2\u94c1\u7b49\u786c\u8d28\u5927\u5b97\u5546\u54c1\u7684\u4ef7\u683c\u51fa\u73b0\u4e86\u4e0b\u8dcc\u3002\u8fd9\u4f7f\u5f97\u8be5\u516c\u53f8\u80fd\u591f\u627e\u5230\u964d\u4f4e\u751f\u4ea7\u6210\u672c\u7684\u673a\u4f1a\uff0c\u56e0\u4e3a\u94c1\u77ff\u77f3\u548c\u94a2\u94c1\u662f\u8239\u8236\u751f\u4ea7\u7684\u5173\u952e\u7ec4\u6210\u90e8\u5206\u3002 \u62c5\u4fdd\u5408\u540c\u7684\u53ef\u89c1\u6027\u3002\u622a\u81f322\u5e74\u7b2c\u4e09\u5b63\u5ea6\uff0c\u8be5\u516c\u53f8\u7684\u603b\u8ba2\u5355\u4ef7\u503c\u8fbe\u5230102.7\u4ebf\u7f8e\u5143\uff0c\u5c06\u516c\u53f8\u7684\u6536\u5165\u80fd\u89c1\u5ea6\u5ef6\u957f\u81f32025\u5e74\u4e2d\u671f\u3002\u8fd9\u4f7f\u5f97\u516c\u53f8\u5728\u672a\u6765\u51e0\u5e74\u6709\u4e00\u4e2a\u786e\u5b9a\u548c\u53ef\u89c1\u7684\u6536\u5165\u6d41\u3002 \u516c\u53f8\u524d\u666f\u3002\u968f\u7740\u7ecf\u6d4e\u538b\u529b\u5f00\u59cb\u7f13\u89e3\uff0c\u7f8e\u5143\u7684\u53cd\u5f39\uff0c\u8be5\u516c\u53f8\u5728\u672a\u6765\u51e0\u4e2a\u6708\u7684\u524d\u666f\u662f\u79ef\u6781\u7684\u3002\u9274\u4e8e\u8be5\u516c\u53f8\u7684\u8ba2\u5355\u4e00\u76f4\u52302025\u5e74\u5e74\u4e2d\u90fd\u662f\u6ee1\u7684\uff0c\u56e0\u6b64\u8be5\u516c\u53f8\u7684\u6536\u5165\u6d41\u4e5f\u6e05\u6670\u53ef\u89c1\u3002\u4e2d\u56fd\u7ecf\u6d4e\u7684\u91cd\u65b0\u5f00\u653e\u4e5f\u4f7f\u8be5\u516c\u53f8\u80fd\u591f\u91cd\u65b0\u52a0\u5feb\u5176\u4e1a\u52a1\u7684\u751f\u4ea7\u3002\u8fd9\u8868\u660e\uff0c\u8be5\u516c\u53f8\u7684\u4e1a\u7ee9\u5f88\u53ef\u80fd\u5728\u4e0d\u4e45\u7684\u5c06\u6765\u7ee7\u7eed\u6539\u5584\u3002 \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a\u540c\u6bd422.98%\/4.72%\uff0c\u53738.1\u500d\/7.8\u500d\u8fdc\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a8.0\u500d\u300223\/24\u8d22\u5e74\u9884\u671f\u80a1\u606f\u6536\u76ca\u7387\u5206\u522b\u4e3a3.7%\/3.8%\u3002\u5f6d\u535a\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a1.46\u7f8e\u5143\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) Enphase \u80fd\u6e90 (ENPH US)\uff1a\u5728\u4e1a\u7ee9\u516c\u5e03\u540e\u7684\u629b\u552e\u4e2d\u6284\u5e95 \u91cd\u7533\u4e70\u5165\u4ef7\uff1a205\uff0c\u76ee\u6807\u4ef7\uff1a245\uff0c\u6b62\u635f\u4ef7\uff1a185 Enphase\u80fd\u6e90\u516c\u53f8\u751f\u4ea7\u592a\u9633\u80fd\u8bbe\u5907\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u5bb6\u5ead\u548c\u5546\u4e1a\u592a\u9633\u80fd\u548c\u5b58\u50a8\u89e3\u51b3\u65b9\u6848\u3002\u516c\u53f8\u4e3a\u7f8e\u56fd\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002 \u5b8f\u89c2\u8d8b\u52bf\u6709\u5229\u30022022\u5e74\u5168\u7403\u6e05\u6d01\u80fd\u6e90\u9879\u76ee\u6295\u8d44\u8fbe1.1\u4e07\u4ebf\u7f8e\u5143\uff0c\u968f\u7740\u5404\u56fd\u653f\u5e9c\u5411\u96f6\u78b3\u672a\u6765\u8fc7\u6e21\uff0c\u8fd9\u4e00\u6570\u5b57\u57282023\u8d22\u5e74\u80af\u5b9a\u4f1a\u589e\u52a0\u3002 \u589e\u957f\u52a8\u529b\u4e0d\u53d8\u3002\u8be5\u516c\u53f8\u8ba1\u5212\u57282023\u5e74\u589e\u52a0450\u4e07\u53f0\u5fae\u578b\u9006\u53d8\u5668\u7684\u5b63\u5ea6\u4ea7\u80fd\uff0c\u52302023\u5e74\u5e95\u8fbe\u52301,000\u4e07\u53f0\u3002\u9884\u8ba1\u8be5\u516c\u53f8\u5c06\u572823\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u901a\u8fc7\u4e00\u4e2a\u65b0\u7684\u56fd\u5185\u4ee3\u5de5\u5408\u4f5c\u4f19\u4f34\u589e\u52a0\u4f9b\u5e94\uff0c\u5e76\u572823\u5e74\u4e0b\u534a\u5e74\u901a\u8fc7\u4e24\u4e2a\u73b0\u6709\u5408\u4f5c\u4f19\u4f34\u589e\u52a0\u4f9b\u5e94\u3002\u53e6\u4e00\u4e2a\u589e\u957f\u52a8\u529b\u662f\u7535\u52a8\u6c7d\u8f66\u5145\u7535\u7cfb\u7edf\uff0c\u8be5\u7cfb\u7edf\u652f\u6301\u6574\u4f53\u80fd\u6e90\u751f\u6001\u7cfb\u7edf\uff0c\u5e76\u53d7\u76ca\u4e8e\u6b27\u6d32\u548c\u7f8e\u56fd\u5e02\u573a\u7535\u52a8\u6c7d\u8f66\u548c\u592a\u9633\u80fd\u5e94\u7528\u7684\u589e\u52a0\u3002 22\u5e74\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u8d85\u8fc7\u9884\u671f\uff0c\u4f46\u968f\u540e\u906d\u629b\u552e\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f75.6%\u81f37.25\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f2,159\u4e07\u7f8e\u5143\uff0cNon-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a1.51\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.25\u7f8e\u5143\u3002\u629b\u552e\u7684\u4e3b\u8981\u539f\u56e0\u662f\uff0c\u7531\u4e8e\u5b63\u8282\u6027\u548c\u5b8f\u89c2\u7ecf\u6d4e\u73af\u5883\u7684\u5f71\u54cd\uff0c\u9884\u8ba123\u5e74\u7b2c\u4e00\u5b63\u5ea6\u7684\u4e1a\u52a1\u5c06\u6bd422\u5e74\u7b2c\u56db\u5b63\u5ea6\u7565\u6709\u4e0b\u964d\u3002 \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a18.2%\/30.0%\uff0c\u537338.8\u500d\/30.0\u500d\u7684\u8fdc\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a76.2\u500d\u3002\u5f6d\u535a\u793e\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a296.82\u7f8e\u5143\u3002 (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd \u9999\u6e2f ^ Back To Top Trading Dashboard Update: Cut loss on SATS (SATS SP) at","og:url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-15-feb-2023-zh\/","og:image":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr","og:image:secure_url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr","article:published_time":"2023-02-14T23:47:00+00:00","article:modified_time":"2023-02-15T01:44:49+00:00","twitter:card":"summary","twitter:title":"2023\u5e7402\u670815\u65e5: \u80dc\u79d1\u6d77\u4e8b (SMM SP), \u4e2d\u56fd\u6d77\u6d0b\u77f3\u6cb9 (883 HK), \u8bfa\u65af\u6d1b\u666e\u2022\u683c\u9c81\u95e8 (NOC US) \u2022 KGI Singapore Research","twitter:description":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c (Source: Bloomberg) (Source: Bloomberg) 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\u516c\u53f8\u524d\u666f\u3002\u968f\u7740\u7ecf\u6d4e\u538b\u529b\u5f00\u59cb\u7f13\u89e3\uff0c\u7f8e\u5143\u7684\u53cd\u5f39\uff0c\u8be5\u516c\u53f8\u5728\u672a\u6765\u51e0\u4e2a\u6708\u7684\u524d\u666f\u662f\u79ef\u6781\u7684\u3002\u9274\u4e8e\u8be5\u516c\u53f8\u7684\u8ba2\u5355\u4e00\u76f4\u52302025\u5e74\u5e74\u4e2d\u90fd\u662f\u6ee1\u7684\uff0c\u56e0\u6b64\u8be5\u516c\u53f8\u7684\u6536\u5165\u6d41\u4e5f\u6e05\u6670\u53ef\u89c1\u3002\u4e2d\u56fd\u7ecf\u6d4e\u7684\u91cd\u65b0\u5f00\u653e\u4e5f\u4f7f\u8be5\u516c\u53f8\u80fd\u591f\u91cd\u65b0\u52a0\u5feb\u5176\u4e1a\u52a1\u7684\u751f\u4ea7\u3002\u8fd9\u8868\u660e\uff0c\u8be5\u516c\u53f8\u7684\u4e1a\u7ee9\u5f88\u53ef\u80fd\u5728\u4e0d\u4e45\u7684\u5c06\u6765\u7ee7\u7eed\u6539\u5584\u3002 \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a\u540c\u6bd422.98%\/4.72%\uff0c\u53738.1\u500d\/7.8\u500d\u8fdc\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a8.0\u500d\u300223\/24\u8d22\u5e74\u9884\u671f\u80a1\u606f\u6536\u76ca\u7387\u5206\u522b\u4e3a3.7%\/3.8%\u3002\u5f6d\u535a\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a1.46\u7f8e\u5143\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) Enphase \u80fd\u6e90 (ENPH US)\uff1a\u5728\u4e1a\u7ee9\u516c\u5e03\u540e\u7684\u629b\u552e\u4e2d\u6284\u5e95 \u91cd\u7533\u4e70\u5165\u4ef7\uff1a205\uff0c\u76ee\u6807\u4ef7\uff1a245\uff0c\u6b62\u635f\u4ef7\uff1a185 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