{"id":23978,"date":"2023-02-27T07:15:00","date_gmt":"2023-02-26T23:15:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=23978"},"modified":"2023-02-26T18:49:45","modified_gmt":"2023-02-26T10:49:45","slug":"kgi-daily-trading-ideas-27-feb-2023-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-27-feb-2023-zh\/","title":{"rendered":"2023\u5e7402\u670827\u65e5: \u535a\u7eb3\u4ea7\u4e1a (PROP SP), \u666e\u62c9\u8fbe (1913 HK), Star Bulk Carriers Corp. (SBLK 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-23978-_cct58l3holo9\"><\/a><strong>\u535a\u7eb3\u4ea7\u4e1a (PROP SP): \u543e\u5b88\u543e\u8d22<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.69\uff0c\u76ee\u6807\u4ef7\uff1a1.80\uff0c\u6b62\u635f\u4ef7\uff1a1.64<\/strong>   <\/li><li>\u535a\u7eb3\u4ea7\u4e1a\u662f\u4e00\u5bb6\u623f\u5730\u4ea7\u4ee3\u7406\u516c\u53f8\u3002\u8be5\u516c\u53f8\u4e3a\u623f\u5730\u4ea7\u884c\u4e1a\u63d0\u4f9b\u5546\u4e1a\u7b56\u7565\u3001\u54a8\u8be2\u3001\u57f9\u8bad\u3001\u8425\u9500\u652f\u6301\u548c\u6280\u672f\u521b\u65b0\uff0c\u5982\u8d2d\u4e70\u3001\u9500\u552e\u548c\u79df\u8d41\u7269\u4e1a\u3002\u516c\u53f8\u4e3a\u65b0\u52a0\u5761\uff0c\u5370\u5ea6\u5c3c\u897f\u4e9a\u548c\u9a6c\u6765\u897f\u4e9a\u7684\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002   <\/li><li><strong>\u4e2d\u56fd\u5185\u5730\u4e70\u5bb6\u56de\u5f52\u3002<\/strong>\u9eef\u6de1\u7684\u4e2d\u56fd\u7ecf\u6d4e\u524d\u666f\u4fc3\u4f7f\u76f8\u5f53\u591a\u7684\u4e2d\u56fd\u5bcc\u4eba\u5c06\u4e1a\u52a1\u548c\u6295\u8d44\u591a\u5143\u5316\u3002\u56e0\u6b64\uff0c\u7531\u4e8e\u65b0\u52a0\u5761\u662f\u4e00\u4e2a\u4f4e\u7a0e\u6536\u548c\u5065\u5168\u7684\u6cd5\u5f8b\u4f53\u7cfb\u7684\u6700\u4f73\u5730\u70b9\uff0c\u73b0\u5728\u79fb\u5c45\u65b0\u52a0\u5761\u7684\u4e2d\u56fd\u8d85\u7ea7\u5bcc\u8c6a\u5bb6\u5ead\u6570\u91cf\u660e\u663e\u589e\u52a0\u3002   <\/li><li><strong>\u623f\u5c4b\u9500\u552e\u53cd\u5f39\u3002<\/strong>2023\u5e74\u7684\u7b2c\u4e00\u4e2a\u6708\uff0c\u65b0\u52a0\u5761\u65b0\u5efa\u79c1\u4eba\u4f4f\u5b85\u7684\u9500\u91cf\u589e\u52a0\u4e86\u4e00\u500d\u591a\uff0c\u800c\u524d\u4e00\u4e2a\u6708\u4e3a170\u5957\u3002\u5c3d\u7ba1\u9ad8\u5229\u7387\u73af\u5883\u548c2022\u5e749\u6708\u5b9e\u884c\u4e86\u964d\u6e29\u63aa\u65bd\uff0c\u4f46\u8003\u8651\u5230\u5927\u591a\u6570\u6837\u677f\u95f4\u5728\u6625\u8282\u671f\u95f4\u5173\u95ed\uff0c\u9500\u552e\u72b6\u51b5\u826f\u597d\u3002\u7136\u800c\uff0c\u4e0e\u53bb\u5e74\u540c\u671f\u76f8\u6bd4\uff0c\u623f\u5c4b\u9500\u552e\u4ecd\u4e0b\u964d\u4e8642.8%\u3002   <\/li><li><strong>2023\u5e74\u9884\u7b97\u3002<\/strong>\u5bf9\u4e8e\u4f4f\u5b85\u548c\u975e\u4f4f\u5b85\u7269\u4e1a\u7684\u9ad8\u4ef7\u503c\u7269\u4e1a\uff0c\u8f83\u9ad8\u7684\u4e70\u623f\u5370\u82b1\u7a0e\u7a0e\u7387\u5c06\u5bfc\u81f4\u4e70\u5bb6\u7684\u603b\u6210\u672c\u6700\u9ad8\u589e\u52a02%\u30022022\u5e74\uff0c\u5916\u56fd\u4eba\u8d2d\u4e70\u8c6a\u534e\u4f4f\u5b85\u7684\u6570\u91cf\u6709\u6240\u589e\u52a0\uff0c2023\u5e74\u53ef\u80fd\u4f1a\u66f4\u591a\u3002\u5370\u82b1\u7a0e\u7684\u53d8\u5316\u589e\u52a0\u4e86\u5916\u56fd\u4eba\u7684\u4ea4\u6613\u6210\u672c\uff0c\u4f46\u5e76\u6ca1\u6709\u963b\u6b62\u4ed6\u4eec\u8d2d\u4e70\u4f4f\u5b85\u7269\u4e1a\u3002   <\/li><li><strong>22\u8d22\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u589e\u957f2.1%\u81f37.308\u4ebf\u65b0\u5143\uff0c\u51c0\u5229\u6da6\u540c\u6bd4\u4e0b\u964d2.5%\u81f34,460\u4e07\u65b0\u5143\u3002\u6309\u6bcf\u80a1\u8ba1\u7b97\uff0c2022\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u7684\u6536\u76ca\u4ece\u53bb\u5e74\u540c\u671f\u76840.0389\u65b0\u5143\u63d0\u9ad8\u81f30.0475\u65b0\u5143\u3002   <\/li><li>\u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u6574\u4f53\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a-2.60%\/3.33%\uff0c\u5bf9\u5e9411.33\u500d\/10.97\u500d\u8fdc\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a10.69\u500d\u3002   <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1230\" height=\"722\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-468.png\" alt=\"\" class=\"wp-image-23979\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-468.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-468-300x176.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-468-1024x601.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-468-768x451.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-23978-_9ctm8ukw9e4m\"><\/a><strong><img decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-469.png\" class=\"wp-image-23980\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-469.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-469-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong> <\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23978-_4eukkwtwvd1g\"><\/a><strong>\u6b27\u4f73\u65f6 (HG SP)\uff1a\u65f6\u95f4\u4e0d\u7b49\u4eba<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a2.25\uff0c\u76ee\u6807\u4ef7\uff1a2.45\uff0c\u6b62\u635f\u4ef7\uff1a2.15<\/strong>   <\/li><li>\u6b27\u4f73\u65f6\u901a\u8fc7\u5176\u9644\u5c5e\u516c\u53f8\u96f6\u552e\u53ca\u6279\u53d1\u624b\u8868\u3001\u73e0\u5b9d\u53ca\u76f8\u5173\u4ea7\u54c1\u3002\u8be5\u516c\u53f8\u8fd8\u751f\u4ea7\u624b\u8868\u548c\u6295\u8d44\u623f\u5730\u4ea7\u3002\u5728\u65b0\u52a0\u5761\u5efa\u7acb\u4e86\u81ea\u5df1\u4f5c\u4e3a\u4e00\u4e2a\u4e00\u6d41\u7684\u624b\u8868\u7cbe\u54c1\uff0c\u96c6\u56e2\u6269\u5c55\u5230\u4e16\u754c\u5404\u5730\u3002\u96c6\u56e2\u62e5\u6709Gerald Genta\u3001Breguet\u3001Daniel Roth\u3001Bertolucci\u3001Burberrys\u3001Christian Dior\u3001Revue Thommen\u3001\u5b87\u8236\u548cMontega\u7684\u72ec\u5bb6\u4ee3\u7406\u6743\u548c\u5206\u9500\u6743\u3002   <\/li><li><strong>\u4e39\u5c3c\u5c14\u00b7\u7f57\u65af\u7684\u590d\u5174\u3002<\/strong>\u8def\u6613\u5a01\u767b\u96c6\u56e2 (LVMH) \u65d7\u4e0b\u7684\u745e\u58eb\u624b\u8868\u54c1\u724c\u4e39\u5c3c\u5c14\u00b7\u7f57\u65af (Daniel Roth) \u5c06\u4ee5\u72ec\u7acb\u516c\u53f8\u7684\u8eab\u4efd\u56de\u5f52\uff0c\u5176\u7b2c\u4e00\u6b3e\u65b0\u624b\u8868\u5c06\u4e8e2023\u5e74\u53d1\u5e03\u3002\u7136\u800c\uff0c\u90a3\u4e9b\u6709\u5174\u8da3\u8d2d\u4e70\u8be5\u54c1\u724c\u624b\u8868\u7684\u4eba\u5c06\u4e0d\u5f97\u4e0d\u901a\u8fc7\u8be5\u516c\u53f8\u8d2d\u4e70\uff0c\u56e0\u4e3a\u4ed6\u4eec\u62e5\u6709\u72ec\u5bb6\u5206\u9500\u6743<strong>\u3002<\/strong>   <\/li><li><strong>\u540e\u75ab\u60c5\u7e41\u8363<\/strong>\u3002\u53bb\u5e74\uff0c\u7ea6\u6709630\u4e07\u6e38\u5ba2\u62b5\u8fbe\u65b0\u52a0\u5761\uff0c\u540c\u6bd4\u589e\u957f1,810.5%\u3002\u4e2d\u56fd\u4e8e2023\u5e741\u6708\u521d\u53d6\u6d88\u4e86\u6d77\u5916\u65c5\u6e38\u9650\u5236\uff0c\u9884\u8ba1\u4eca\u5e74\u6d8c\u5165\u65b0\u52a0\u5761\u7684\u4e2d\u56fd\u6e38\u5ba2\u5c06\u6fc0\u589e\u30022023\u5e741\u6708\uff0c\u65b0\u52a0\u5761\u7684\u6e38\u5ba2\u4eba\u6570\u4e3a931,500\u4eba\uff08\u540c\u6bd4\u589e\u957f1,529.3%\uff09\u3002\u6839\u636e\u4e2d\u56fd\u65c5\u884c\u793e\u6700\u8fd1\u7684\u4e00\u9879\u5e02\u573a\u8c03\u67e5\uff0c\u5728\u4e3a\u671f\u4e09\u5e74\u7684\u5c01\u9501\u4e4b\u540e\uff0c\u4e1c\u5357\u4e9a\u56fd\u5bb6\u6210\u4e3a\u6700\u53d7\u6b22\u8fce\u7684\u8de8\u5883\u65c5\u6e38\u9996\u9009\u3002   <\/li><li><strong>\u5962\u4f88\u54c1\u6d88\u8d39\u3002<\/strong>\u5c3d\u7ba1\u901a\u8d27\u81a8\u80c0\u7387\u4e0a\u5347\uff0c\u5229\u7387\u4e0a\u5347\uff0c\u7ecf\u6d4e\u8870\u9000\u7684\u53ef\u80fd\u6027\u8d8a\u6765\u8d8a\u5927\uff0c\u7ecf\u6d4e\u73af\u5883\u5145\u6ee1\u6311\u6218\uff0c\u4f46\u5bf9\u5962\u4f88\u54c1\u7684\u9700\u6c42\u4ecd\u7136\u4fdd\u6301\u7a33\u5b9a\u3002\u8fd9\u4e00\u9700\u6c42\u4e3b\u8981\u662f\u7531\u5bcc\u88d5\u7684\u4e2a\u4eba\u63a8\u52a8\u7684\uff0c\u4ed6\u4eec\u53d7\u76ca\u4e8e\u8fd1\u671f\u7684\u8d22\u5bcc\u79ef\u7d2f\u548c\u65b0\u51a0\u75ab\u60c5\u5c01\u9501\u671f\u95f4\u7684\u50a8\u84c4\u3002\u6b64\u5916\uff0c\u4e2d\u56fd\u6d88\u8d39\u8005\u7684\u56de\u5f52\uff08\u75ab\u60c5\u524d\u5962\u4f88\u54c1\u516c\u53f8\u7684\u4e3b\u8981\u5229\u6da6\u6765\u6e90\uff09\u9884\u8ba1\u5c06\u63d0\u632f\u8be5\u884c\u4e1a\uff0c\u53bb\u5e74\u4e2d\u56fd\u6d88\u8d39\u8005\u5c06\u6536\u5165\u7684\u4e09\u5206\u4e4b\u4e00\u50a8\u84c4\u8d77\u6765\uff0c\u5e76\u5c0617.8\u4e07\u4ebf\u5143\u4eba\u6c11\u5e01\uff082.6\u4e07\u4ebf\u7f8e\u5143\uff09\u5b58\u5165\u94f6\u884c\u3002   <\/li><li><strong>\u96f6\u552e\u9500\u552e\u3002<\/strong>\u65b0\u52a0\u5761\u7684\u96f6\u552e\u4e1a\u548c\u5176\u4ed6\u670d\u52a1\u884c\u4e1a\u9884\u8ba1\u5c06\u53d7\u76ca\u4e8e\u4f11\u95f2\u548c\u5546\u52a1\u822a\u7a7a\u65c5\u884c\u7684\u6301\u7eed\u590d\u82cf\u4ee5\u53ca\u4e2d\u56fd\u8fb9\u5883\u91cd\u65b0\u5f00\u653e\u3002\u65b0\u52a0\u5761\u65c5\u6e38\u5c40\u7684\u6570\u636e\u663e\u793a\uff0c2019\u5e74\u6765\u81ea\u4e2d\u56fd\u5927\u9646\u7684\u6e38\u5ba2\u6536\u5165\u4e2d\u7ea6\u670949%\u6765\u81ea\u8d2d\u7269\u3002\u6839\u636e\u65b0\u52a0\u5761\u7edf\u8ba1\u5c40\u7684\u6570\u636e\uff0c2022\u5e7412\u6708\u624b\u8868\u548c\u73e0\u5b9d\u96f6\u552e\u989d\u540c\u6bd4\u589e\u957f13.1%\uff0c\u73af\u6bd4\u589e\u957f10.8%\u3002\u9884\u8ba1\u4eca\u5e74\u4e0a\u534a\u5e74\u96f6\u552e\u8d38\u6613\u5c06\u589e\u957f8%\uff0c\u7b2c\u4e00\u5b63\u5ea6\u8425\u4e1a\u6536\u5165\u5c06\u589e\u957f2%\u3002   <\/li><li><strong>23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u5728\u622a\u81f39\u670830\u65e5\u7684\u516d\u4e2a\u6708\u91cc\uff0c\u8be5\u516c\u53f8\u6536\u5165\u4ece4.724\u4ebf\u65b0\u5143\u589e\u957f\u81f35.555\u4ebf\u65b0\u5143\uff0c\u540c\u6bd4\u589e\u957f18%\u3002\u5c3d\u7ba1\u8fd0\u8425\u6210\u672c\u4e0a\u5347\uff0c\u4f46\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f35%\uff0c\u4ece6,260\u4e07\u65b0\u5143\u589e\u81f38,460\u4e07\u65b0\u5143\u3002   <\/li><li>\u5e02\u573a\u5bf924\/25\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a4.35%\/4.17%\uff0c\u5bf9\u5e949.4\u500d\/9.0\u500d\u7684\u8fdc\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a8.7\u500d\uff0c5\u5e74\u5386\u53f2\u5e02\u76c8\u7387\u4e3a8.8\u500d\u3002   <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"722\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-470.png\" alt=\"\" class=\"wp-image-23981\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-470.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-470-300x176.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-470-1024x601.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-470-768x451.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-23978-_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-471.png\" class=\"wp-image-23982\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-471.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-471-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-23978-_amcnmqkifzvy\"><\/a><a id=\"post-23978-_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-472.png\" class=\"wp-image-23983\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-472.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-472-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23978-_og6wzwvnsa5b\"><\/a><a id=\"post-23978-_ukr25f10un20\"><\/a><strong>\u666e\u62c9\u8fbe (1913 HK)\uff1a\u6602\u8d35\u55dc\u597d<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\u4ef7\uff1a52.0\uff0c\u76ee\u6807\u4ef7\uff1a56.0\uff0c\u6b62\u635f\u4ef7\uff1a50.0<\/strong>   <\/li><li>\u666e\u62c9\u8fbe\u662f\u4e00\u5bb6\u4f4d\u4e8e\u610f\u5927\u5229\u7684\u4ece\u4e8b\u65f6\u5c1a\u884c\u4e1a\u7684\u516c\u53f8\u3002\u516c\u53f8\u662f\u666e\u62c9\u8fbe\u96c6\u56e2\u7684\u6bcd\u516c\u53f8\u3002\u516c\u53f8\u53ca\u5176\u9644\u5c5e\u516c\u53f8\u4ece\u4e8b\u76ae\u5177\u3001\u624b\u888b\u3001\u670d\u88c5\u3001\u773c\u955c\u3001\u9999\u6c34\u3001\u978b\u7c7b\u53ca\u914d\u4ef6\u7684\u8bbe\u8ba1\u3001\u751f\u4ea7\u53ca\u5206\u9500\u3002\u666e\u62c9\u8fbeSpA\u751f\u4ea7\u5939\u514b\u3001\u88e4\u5b50\u3001\u88d9\u5b50\u3001\u8fde\u8863\u88d9\u3001\u6bdb\u8863\u3001\u886c\u886b\uff0c\u4ee5\u53ca\u9999\u6c34\u548c\u624b\u8868\u7b49\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u591a\u4e2a\u54c1\u724c\u8fdb\u884c\u4ea7\u54c1\u4ea4\u6613\uff0c\u5982\u666e\u62c9\u8fbe\u3001Miu Miu\u3001The Church\u548cThe Car Shoe\u3002Prada SpA\u901a\u8fc7\u76f4\u8425\u5e97\u3001\u7279\u8bb8\u7ecf\u8425\u5e97\u3001\u7cbe\u9009\u591a\u54c1\u724c\u5e97\u548c\u767e\u8d27\u516c\u53f8\u7f51\u7edc\u5728\u5168\u7403\u7ea670\u4e2a\u56fd\u5bb6\u5f00\u5c55\u4e1a\u52a1\u3002\u666e\u62c9\u8fbe\u6c34\u7597\u4e2d\u5fc3\u901a\u8fc7\u4f17\u591a\u5b50\u516c\u53f8\u8fd0\u8425\uff0c\u5305\u62ecArtisans Shoes Srl\u3001Angelo Marchesi Srl\u3001Prada Far East BV\u3001Tannerie Megisserie Hervy SAS\u548cPrada SA\u7b49\u3002   <\/li><li><strong>Lyst\u6307\u6570\u3002<\/strong>Lyst\u662f\u4e00\u4e2a\u4f7f\u7528\u8d2d\u7269\u8005\u6570\u636e\u5bf9\u6d41\u884c\u65f6\u5c1a\u54c1\u724c\u8fdb\u884c\u5b63\u5ea6\u6392\u540d\u7684\u62a5\u544a\u6307\u6570\uff0c\u53d1\u5e03\u4e862022\u5e7410\u6708\u81f312\u6708\u7684\u6700\u65b0\u62a5\u544a\uff0c\u8fd9\u662f\u5176\u7b2c\u4e94\u5e74\u8fdb\u884c\u5ba2\u6237\u6d1e\u5bdf\u3002\u8fd9\u4e2a\u72ec\u7279\u7684\u6307\u6570\u901a\u8fc7\u6536\u96c6\u5168\u74032\u4ebf\u6d88\u8d39\u8005\u7684\u8d2d\u7269\u6570\u636e\uff0c\u5bf9\u65f6\u5c1a\u754c\u7684\u9876\u7ea7\u54c1\u724c\u548c\u4ea7\u54c1\u8fdb\u884c\u6392\u540d\u3002\u5728Lyst\u6307\u6570\u56fe\u8868\u4e0a\uff0c\u54c1\u724c\u70ed\u5ea6\u7684\u51b3\u5b9a\u4e0d\u4ec5\u4ec5\u662f\u9500\u91cf\u548c\u6d4f\u89c8\u91cf\u3002\u5b83\u8fd8\u5305\u62ec\u6765\u81ea\u4e16\u754c\u5404\u5730\u7684\u793e\u4ea4\u5a92\u4f53\u63d0\u53ca\u7387\u3001\u6d3b\u52a8\u548c\u53c2\u4e0e\u5ea6\u7edf\u8ba1\u6570\u636e\uff0c\u4ee5\u786e\u5b9a\u54ea\u4e9b\u54c1\u724c\u6392\u540d\u7b2c\u4e00\u3002\u5728Lyst\u7684\u6700\u65b0\u62a5\u544a\u4e2d\uff0c\u666e\u62c9\u8fbe\u6392\u540d\u7b2c\u4e00\uff0c\u5176\u6b21\u662f\u53e4\u9a70\u548cMoncler\u3002   <\/li><li><strong>\u4e16\u754c\u4e0a\u6700\u5927\u7684\u5962\u4f88\u54c1\u6d88\u8d39\u8005\u3002<\/strong>\u5168\u7403\u8d22\u5bcc\u7684\u589e\u957f\u5e26\u52a8\u4e86\u5962\u4f88\u54c1\u6d88\u8d39\u7684\u589e\u957f\uff0c\u8fd9\u4e5f\u63a8\u52a8\u4e86\u4f2f\u7eb3\u5fb7\u2022\u963f\u5c14\u8bfa(Bernard Arnault)\u901a\u8fc7\u65d7\u4e0b\u7684\u5962\u4f88\u54c1\u5de8\u5934\u8def\u5a01\u9169\u8f69\u96c6\u56e2(LVMH)\u4e00\u8dc3\u6210\u4e3a\u5168\u7403\u9996\u5bcc\u3002\u5c3d\u7ba1\u65b0\u51a0\u80ba\u708e\u75ab\u60c5\u7206\u53d1\uff0c\u4f46\u97e9\u56fd\u6d88\u8d39\u8005\u4fe1\u5fc3\u9ad8\u6da8\uff0c\u97e9\u56fd\u4eba\u5df2\u6210\u4e3a\u5168\u7403\u5962\u4f88\u54c1\u4eba\u5747\u652f\u51fa\u6700\u9ad8\u7684\u56fd\u5bb6\u3002\u6839\u636e\u6469\u6839\u58eb\u4e39\u5229\u7684\u4e00\u4efd\u62a5\u544a\uff0c\u97e9\u56fd\u4eba\u5360\u666e\u62c9\u8fbe\u3001Moncler\u3001\u5b9d\u7f07\u5609\u548c\u535a\u67cf\u5229\u96c6\u56e2\u7b49\u9ad8\u7aef\u54c1\u724c\u96f6\u552e\u603b\u989d\u768410%\u4ee5\u4e0a\uff0c2022\u5e74\u97e9\u56fd\u4eba\u5728\u4e2a\u4eba\u5962\u4f88\u54c1\u4e0a\u7684\u652f\u51fa\u589e\u957f\u4e8624%\uff0c\u8fbe\u523021.8\u4e07\u4ebf\u97e9\u5143(232\u4ebf\u7f8e\u5143)\u3002   <\/li><li><strong>\u793e\u4ea4\u5a92\u4f53\u8425\u9500\u7684\u5174\u8d77\u3002<\/strong>\u8fd1\u5e74\u6765\uff0c\u793e\u4ea4\u5a92\u4f53\u8425\u9500\u5174\u8d77\uff0c\u54c1\u724c\u5229\u7528\u8fd9\u4e9b\u5e73\u53f0\u6765\u5438\u5f15\u66f4\u591a\u7528\u6237\u3002\u54c1\u724c\u901a\u8fc7\u5411\u540d\u4eba\u548c\u6709\u5f71\u54cd\u529b\u7684\u4eba\u53d1\u9001\u65b0\u4ea7\u54c1\u5e76\u5076\u5c14\u5411\u4ed6\u4eec\u652f\u4ed8\u8d39\u7528\u6765\u5438\u5f15\u4ed6\u4eec\u521b\u4f5c\u5185\u5bb9\u3002\u97e9\u56fd\u6d41\u884c\u6587\u5316\u7684\u6d41\u884c\u4f7f\u5f97\u9876\u7ea7\u65f6\u88c5\u516c\u53f8\u548c\u5962\u4f88\u54c1\u724c\u90fd\u7b7e\u4e0b\u4e86\u97e9\u56fd\u660e\u661f\u4f5c\u4e3a\u5f62\u8c61\u5927\u4f7f\uff0c\u5f71\u54cd\u7c89\u4e1d\u4eec\u901a\u8fc7\u5404\u79cd\u5e7f\u544a\u8d2d\u4e70\u4ee3\u8a00\u4ea7\u54c1\u3002   <\/li><li><strong>22\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u3002<\/strong>22\u5e74\u4e0a\u534a\u5e74\u7684\u8425\u6536\u4e3a19\u4ebf\u6b27\u5143\uff0c\u540c\u6bd4\u589e\u957f22%\u3002\u96f6\u552e\u989d\u540c\u6bd4\u589e\u957f26%\uff0c\u8fbe\u523017\u4ebf\u6b27\u5143\u3002   <\/li><li>\u5e02\u573a\u5bf922\/23\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a\u540c\u6bd454.5%\/18.5%\uff0c\u5bf9\u5e9435.5\u500d\/30.0\u500d\u7684\u8fdc\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a41.92\u500d\u3002\u5f6d\u535a(Bloomberg)\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a<strong>55.42\u6e2f\u5143\u3002<\/strong>   <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"722\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-473.png\" alt=\"\" class=\"wp-image-23984\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-473.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-473-300x176.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-473-1024x601.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-473-768x451.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-23978-_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-474.png\" class=\"wp-image-23985\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-474.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-474-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23978-_rrfcuspinpc\"><\/a><strong>\u5156\u77ff\u80fd\u6e90 (1171 HK)\uff1a\u9884\u671f\u6709\u5b63\u8282\u6027\u53cd\u5f39<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\u4ef7\uff1a23.1\uff0c\u76ee\u6807\u4ef7\uff1a26.0\uff0c\u6b62\u635f\u4ef7\uff1a21.5<\/strong>   <\/li><li>\u5156\u77ff\u80fd\u6e90\u96c6\u56e2\u80a1\u4efd\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4f4d\u4e8e\u4e2d\u56fd\u7684\u4ee5\u7164\u70ad\u3001\u7164\u5316\u5de5\u4e3a\u57fa\u7840\u7684\u56fd\u9645\u6027\u7efc\u5408\u80fd\u6e90\u516c\u53f8\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u901a\u8fc7\u4e94\u4e2a\u90e8\u95e8\u5f00\u5c55\u4e1a\u52a1\u3002\u91c7\u77ff\u4e1a\u52a1\u90e8\u95e8\u4ece\u4e8b\u5730\u4e0b\u53ca\u9732\u5929\u7164\u70ad\u5f00\u91c7\u3001\u6d17\u9009\u52a0\u5de5\u53ca\u9500\u552e\u548c\u94be\u77ff\u52d8\u63a2\u3002\u667a\u6167\u7269\u6d41\u90e8\u95e8\u63d0\u4f9b\u94c1\u8def\u8fd0\u8f93\u670d\u52a1\u3002\u7535\u529b\u53ca\u4f9b\u70ed\u4e1a\u52a1\u90e8\u95e8\u63d0\u4f9b\u7535\u529b\u548c\u76f8\u5173\u4f9b\u70ed\u4e1a\u52a1\u3002\u88c5\u5907\u5236\u9020\u90e8\u95e8\u4ece\u4e8b\u7efc\u5408\u7164\u70ad\u5f00\u91c7\u548c\u6316\u6398\u8bbe\u5907\u7684\u5236\u9020\u3002\u5316\u5de5\u4ea7\u54c1\u90e8\u95e8\u4ece\u4e8b\u5316\u5de5\u4ea7\u54c1\u7684\u751f\u4ea7\u53ca\u9500\u552e\u3002\u8be5\u516c\u53f8\u7164\u70ad\u4ea7\u54c1\u4e3b\u8981\u5305\u62ec\u52a8\u529b\u7164\u3001\u55b7\u5439\u7164\uff08PCI\uff09\u3001\u7126\u7164\uff0c\u9002\u7528\u4e8e\u7535\u529b\u3001\u51b6\u91d1\u53ca\u5316\u5de5\u7b49\u884c\u4e1a\u3002\u7164\u70ad\u4ea7\u54c1\u4e3b\u8981\u5e02\u573a\u5305\u62ec\u4e2d\u56fd\u7684\u534e\u4e1c\u3001\u534e\u5317\u3001\u534e\u5357\u3001\u897f\u5317\u7b49\u5730\u533a\u53ca\u65e5\u672c\u3001\u97e9\u56fd\u3001\u65b0\u52a0\u5761\u3001\u6fb3\u5927\u5229\u4e9a\u7b49\u56fd\u5bb6\u3002\u7164\u5316\u5de5\u4ea7\u54c1\u4e3b\u8981\u5305\u62ec\u7532\u9187\u3001\u4e59\u4e8c\u9187\u3001\u918b\u9178\u3001\u918b\u9178\u4e59\u916f\u3001\u7c97\u6db2\u4f53\u8721\u7b49\uff0c\u4e3b\u8981\u9500\u5f80\u4e2d\u56fd\u7684\u534e\u5317\u3001\u534e\u4e1c\u3001\u897f\u5317\u7b49\u5730\u533a\u3002   <\/li><li><strong>\u7164\u70ad\u4ef7\u683c\u3002<\/strong>\u53d7\u5b63\u8282\u6027\u8865\u5e93\u5b58\u548c\u51b6\u70bc\u6d3b\u52a8\u6062\u590d\u7684\u63a8\u52a8\uff0c\u7126\u7164\u53cd\u5f39\u81f3\u4e09\u4e2a\u6708\u9ad8\u70b91958\u5143\/\u5428\u3002\u94dd\u3001\u94dc\u548c\u94a2\u94c1\u7b49\u57fa\u672c\u91d1\u5c5e\u57282023\u5e74\u6709\u4e86\u4e00\u4e2a\u826f\u597d\u7684\u5f00\u7aef\uff0c\u5f53\u65f6\u4e2d\u56fd\u6b63\u5728\u6062\u590d\u57fa\u7840\u8bbe\u65bd\u6269\u5f20\u5e76\u62ef\u6551\u623f\u5730\u4ea7\u5e02\u573a\u3002\u53e6\u4e00\u65b9\u9762\uff0c\u52a8\u529b\u7164\u4ef7\u683c\u6301\u5e73\u4e8e800\u5143\/\u5428\u3002\u7535\u5382\u5c06\u57283\u6708\/ 4\u6708\u8865\u5145\u52a8\u529b\u7164\u5e93\u5b58\uff0c\u56e0\u6b64\uff0c\u4ef7\u683c\u9884\u8ba1\u5c06\u51fa\u73b0\u5b63\u8282\u6027\u53cd\u5f39\u3002   <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4e2d\u56fd\u7126\u7164\u4ef7\u683c\u8868\u73b0<\/strong>\n<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  <img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"742\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-475.png\" class=\"wp-image-23986\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-475.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-475-300x181.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-475-1024x618.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-475-768x463.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/>\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4e2d\u56fd\u52a8\u529b\u7164\u4ef7\u683c\u8868\u73b0<\/strong>\n<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  <img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"742\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-476.png\" class=\"wp-image-23987\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-476.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-476-300x181.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-476-1024x618.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-476-768x463.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/>\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u5b63\u8282\u6027\u8868\u73b0\u3002<\/strong>\u4ece\u8fc7\u53bb15\u5e74\u7684\u4e1a\u7ee9\u6765\u770b\uff0c\u5156\u77ff\u57283 \u2013 4\u6708\u4efd\u7164\u70ad\u8865\u5e93\u5b58\u671f\u95f4\u8868\u73b0\u8f83\u597d\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><strong>\u8fc7\u53bb15\u5e74\u7684\u6708\u56de\u62a5\u7387<\/strong>\n  <img loading=\"lazy\" decoding=\"async\" width=\"1183\" height=\"647\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-477.png\" class=\"wp-image-23988\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-477.png 1183w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-477-300x164.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-477-1024x560.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-477-768x420.png 768w\" sizes=\"(max-width: 1183px) 100vw, 1183px\" \/>\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>22\u8d22\u5e74\u9884\u4f30\u4e1a\u7ee9\u3002<\/strong>\u516c\u53f8\u9884\u8ba1\u5b9e\u73b0\u5f52\u5c5e\u4e8e\u80a1\u4e1c\u7684\u51c0\u5229\u6da6\u7ea6\u4eba\u6c11\u5e01308\u4ebf\u5143\uff0c\u8f8321\u8d22\u5e74\u7684\u4eba\u6c11\u5e01162.59\u4ebf\u5143\u540c\u6bd4\u589e\u52a0\u7ea6\u4eba\u6c11\u5e01145\u4ebf\u5143\u6216\u7ea689%\u3002   <\/li><li>\u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a-7.7%\/-6.1%\uff0c\u5bf9\u5e943.2\u500d\/3.4\u500d\u7684\u9884\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a3.2\u500d\u3002\u9884\u671f23\/24\u8d22\u5e74\u80a1\u606f\u6536\u76ca\u7387\u5206\u522b\u4e3a17.5%\/16.75%\u3002\u5f6d\u535a(Bloomberg)\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a<strong>26.94\u6e2f\u5143\u3002<\/strong>   <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"723\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-478.png\" alt=\"\" class=\"wp-image-23989\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-478.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-478-300x176.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-478-1024x602.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-478-768x451.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)<strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-479.png\" class=\"wp-image-23990\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-479.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-479-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong>\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-480.png\" class=\"wp-image-23991\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-480.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-480-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-480-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23978-_5jpgoowgnodh\"><\/a><a id=\"post-23978-_9hzasg32ld4o\"><\/a><strong>Star Bulk Carriers Corp. (SBLK US): \u822a\u8fd0\u590d\u82cf<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\u4ef7\uff1a24.0\uff0c\u76ee\u6807\u4ef7\uff1a27.0\uff0c\u6b62\u635f\u4ef7\uff1a22.5<\/strong>   <\/li><li>Star Bulk Carriers Corp.\u662f\u4e00\u5bb6\u4ece\u4e8b\u5168\u7403\u5e72\u6563\u8d27\u6d77\u8fd0\u7684\u822a\u8fd0\u516c\u53f8\u3002\u8be5\u516c\u53f8\u7684\u8239\u8236\u8fd0\u8f93\u4e00\u7cfb\u5217\u4e3b\u8981\u6563\u88c5\u8d27\u7269\uff0c\u5305\u62ec\u94c1\u77ff\u77f3\u3001\u7164\u70ad\u548c\u8c37\u7269\uff0c\u4ee5\u53ca\u5c0f\u578b\u6563\u88c5\u8d27\u7269\uff0c\u5982\u94dd\u571f\u77ff\u3001\u5316\u80a5\u548c\u94a2\u94c1\u4ea7\u54c1\u3002   <\/li><li><strong>\u6ce2\u7f57\u7684\u6d77\u5e72\u6563\u8d27\u6307\u6570\u56de\u5347\u3002<\/strong>\u4f9b\u5e94\u94fe\u4e2d\u65ad\u5df2\u5927\u5e45\u51cf\u5c11\uff0c\u8fc7\u53bb\u51e0\u4e2a\u6708\u8fd0\u8d39\u4e00\u76f4\u5728\u4e0b\u964d\u3002\u7136\u800c\uff0c\u4e2d\u56fd\u6b63\u5728\u8fdb\u5165\u4e00\u4e2a\u5b63\u8282\u6027\u7684\u5e93\u5b58\u8865\u5145\u671f\uff0c\u5305\u62ec\u7164\u70ad\u3001\u94c1\u77ff\u77f3\u3001\u94dc\u3001\u94dd\u7b49\u300223\u5e74\u4e0b\u534a\u5e74\uff0c\u5236\u9020\u4e1a\u548c\u7ecf\u6d4e\u590d\u82cf\u9884\u8ba1\u5c06\u52a0\u901f\u3002\u76ee\u524d\uff0cBDI\u4e3a883\uff0c\u6700\u8fd1\u7684\u4f4e\u70b9\u4e3a530\u30022017-2019\u5e74\u7684\u5e73\u5747\u503c\u4e3a1380\u3002   <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6ce2\u7f57\u7684\u6d77\u5e72\u6563\u8d27\u6307\u6570<\/strong>\n<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  <img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"740\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-481.png\" class=\"wp-image-23992\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-481.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-481-300x180.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-481-1024x616.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-481-768x462.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/>\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e1c\u5357\u4e9a\u56fd\u5bb6\u7684\u5229\u597d\u3002<\/strong>\u968f\u7740\u8de8\u56fd\u516c\u53f8\u5c06\u90e8\u5206\u4f9b\u5e94\u94fe\u8f6c\u79fb\u5230\u5370\u5ea6\uff0c\u5370\u5ea6\u5c06\u7ee7\u7eed\u8fdb\u53e3\u66f4\u591a\u7684\u7164\u70ad\u548c\u5176\u4ed6\u786c\u5546\u54c1\u3002\u6b63\u5728\u8fdb\u884c\u7684\u4f9b\u5e94\u94fe\u91cd\u65b0\u5206\u914d\u5230\u5176\u4ed6\u4e1c\u5357\u4e9a\u56fd\u5bb6\uff0c\u652f\u6301\u4e86\u822a\u8fd0\u4e1a\u3002\n  <\/li><li><strong>\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u8d85\u9884\u671f\u3002<\/strong>\u8425\u6536\u4e3a6,070\u4e07\u7f8e\u5143\uff0c\u540c\u6bd4\u4e0b\u964d41.0%\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.9\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.07\u7f8e\u5143\u3002\u7b2c\u56db\u5b63\u5ea6\u7684\u5b9a\u671f\u79df\u8239\u7b49\u4ef7(TCE)\u8d39\u7387\u4e3a19,590\u7f8e\u5143\uff0c\u800c21\u5e74\u7b2c\u56db\u5b63\u5ea6\u4e3a37,406\u7f8e\u5143\uff0c\u8fd9\u8868\u660e\u6700\u8fd1\u4e00\u4e2a\u5b63\u5ea6\u7684\u5e02\u573a\u72b6\u51b5\u666e\u904d\u8f83\u5f31\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-43.6%\/34.0%\uff0c\u5bf9\u5e947.3\u500d\/5.5\u500d\u8fdc\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a4.5\u500d\u300223\/24\u8d22\u5e74\u9884\u671f\u80a1\u606f\u6536\u76ca\u7387\u5206\u522b\u4e3a10.5%\/16.9%\u3002\u5f6d\u535a\u793e\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a<strong>27.98\u7f8e\u5143\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"722\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-482.png\" class=\"wp-image-23993\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-482.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-482-300x176.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-482-1024x601.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-482-768x451.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/strong>\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23978-_z4oubt56laqc\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-483.png\" class=\"wp-image-23994\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-483.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-483-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Enphase\u80fd\u6e90 (ENPH US): \u8868\u73b0\u6ede\u540e<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\u4ef7\uff1a200\uff0c\u76ee\u6807\u4ef7\uff1a240\uff0c\u6b62\u635f\u4ef7\uff1a180<\/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\u3002Enphase Energy\u7684\u5927\u90e8\u5206\u6536\u5165\u6765\u81ea\u7f8e\u56fd\u3002\n  <\/li><li><strong>\u6269\u5927\u5df4\u897f\u7684\u592a\u9633\u80fd\u5f00\u53d1\u3002<\/strong>Enphase\u62a5\u544a\u79f0\uff0c\u5df4\u897f\u4f4f\u5b85\u592a\u9633\u80fd\u7cfb\u7edf\u7684\u5b89\u88c5\u6570\u91cf\u6fc0\u589e\u3002\u9884\u8ba1\u52302023\u5e74\uff0c\u5df4\u897f\u7684\u592a\u9633\u80fd\u4ea7\u80fd\u5c06\u589e\u52a010\u5409\u74e6\uff0c\u6bd4\u76ee\u524d\u7684\u4ea7\u80fd\u5927\u5e45\u589e\u957f52%\u3002\n  <\/li><li><strong>\u521b\u65b0\u6280\u672f\u3002<\/strong>\u8be5\u516c\u53f8\u63a8\u51fa\u4e86\u4e00\u79cd\u5c06\u7535\u52a8\u6c7d\u8f66\u5145\u7535\u4e0e\u592a\u9633\u80fd\u5bb6\u5ead\u80fd\u6e90\u7cfb\u7edf\u96c6\u6210\u5728\u4e00\u8d77\u7684\u53cc\u5411\u7cfb\u7edf\u3002\u8fd9\u9879\u6280\u672f\u5c06\u4f7f\u7535\u52a8\u6c7d\u8f66\u5728\u505c\u7535\u671f\u95f4\u4e3a\u5bb6\u5ead\u4f9b\u7535\uff0c\u5e76\u5728\u9ad8\u9700\u6c42\u65f6\u671f\u63d0\u4f9b\u7535\u7f51\u652f\u6301\u3002\u8be5\u7cfb\u7edf\u7684\u96c6\u6210\u5c06\u5141\u8bb8\u7528\u6237\u66f4\u597d\u5730\u63a7\u5236\u4ed6\u4eec\u7684\u7528\u7535\u91cf\u3002\n  <\/li><li><strong>\u6269\u5927\u5728\u6b27\u6d32\u7684\u4ea7\u54c1\u4f9b\u5e94\u3002<\/strong>Enphase\u5ba3\u5e03\u4e0e\u5fb7\u56fdEnerix\u5efa\u7acb\u6218\u7565\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\uff0c\u5411\u5176\u904d\u5e03\u5fb7\u56fd\u548c\u5965\u5730\u5229\u7684100\u591a\u5bb6\u7279\u8bb8\u7ecf\u8425\u5408\u4f5c\u4f19\u4f34\u7f51\u7edc\u63d0\u4f9b\u7531IQ\u5fae\u9006\u53d8\u5668\u548cIQ\u7535\u6c60\u4f9b\u7535\u7684Enphase\u80fd\u6e90\u7cfb\u7edf\u3002\u8be5\u516c\u53f8\u6700\u8fd1\u5f00\u59cb\u5411\u5965\u5730\u5229\u7684\u5ba2\u6237\u8fd0\u9001IQ\u7535\u6c60\uff0c\u5e76\u5728\u6bd4\u5229\u65f6\u3001\u5fb7\u56fd\u548c\u5317\u7f8e\u62e5\u6709\u73b0\u6709\u5ba2\u6237\u3002\u6b64\u5916\uff0cEnphase\u901a\u8fc7\u4e0e\u7f57\u9a6c\u5c3c\u4e9a\u7684Flex\u5408\u4f5c\uff0c\u63d0\u9ad8\u4e86\u5176\u5236\u9020\u80fd\u529b\uff0c\u540e\u8005\u73b0\u5728\u5c06\u5411\u6b27\u6d32\u5e02\u573a\u4f9b\u5e94\u5176\u5fae\u578b\u9006\u53d8\u5668\u3002\u56e0\u6b64\uff0c\u4f7fEnphase\u80fd\u591f\u6ee1\u8db3\u8be5\u5730\u533a\u5bf9\u5176\u4ea7\u54c1\u65e5\u76ca\u589e\u957f\u7684\u9700\u6c42\uff0c\u540c\u65f6\u4e5f\u63d0\u9ad8\u4e86\u5176\u4f9b\u5e94\u94fe\u6548\u7387\u3002\n  <\/li><li><strong>\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u589e\u957f75.6%\uff0c\u8fbe\u52307.247\u4ebf\u7f8e\u5143\u3002\u6bdb\u5229\u7387\u4e3a43.8%\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f33.7%\uff0c\u4ece1.150\u4ebf\u7f8e\u5143\u589e\u81f31.538\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a1.51\u7f8e\u5143\u3002\n  <\/li><li>\n    \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a17.1%\/32.1%\uff0c\u5bf9\u5e9437.6\u500d\/28.5\u500d\u7684\u9884\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a72.9\u500d\u3002\u5f6d\u535a\u793e\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a<strong>292.23\u7f8e\u5143\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"722\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-484.png\" alt=\"\" class=\"wp-image-23995\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-484.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-484-300x176.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-484-1024x601.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-484-768x451.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<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-23978-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-486.png\" class=\"wp-image-23997\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-486.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-486-300x64.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-487.png\" alt=\"\" class=\"wp-image-23998\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-487.png 829w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-487-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-487-768x96.png 768w\" sizes=\"(max-width: 829px) 100vw, 829px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23978-_fginbsn8cd1z\"><\/a><a id=\"post-23978-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1161\" height=\"630\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-488.png\" alt=\"\" class=\"wp-image-23999\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-488.png 1161w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-488-300x163.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-488-1024x556.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-488-768x417.png 768w\" sizes=\"(max-width: 1161px) 100vw, 1161px\" \/><\/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.businesstimes.com.sg\/companies-markets\/capital-markets-currencies\/us-stocks-tumble-inflation-comes-hot-again\">US: Stocks tumble as inflation comes in hot again<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.businesstimes.com.sg\/companies-markets\/us-dollar-rises-fresh-seven-week-high-rate-outlook-yen-slides\">US dollar rises to fresh seven-week high on rate outlook; yen slides<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.businesstimes.com.sg\/companies-markets\/energy-commodities\/oil-flat-week-us-inventories-rise-russia-cuts-supply\">Oil flat on week as US inventories rise but Russia cuts supply<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/us-consumer-spending-surges-january-inflation-heats\">US consumer spending surges in January; inflation heats up<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/us-travel-companies-experience-high-demand-economic-worries-cloud-outlook\">US travel companies experience high demand but economic worries cloud outlook<\/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-489.png\" alt=\"\" class=\"wp-image-24000\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-489.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-489-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23978-_qqv3rtx8nazp\"><\/a><a id=\"post-23978-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1098\" height=\"592\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-490.png\" alt=\"\" class=\"wp-image-24001\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-490.png 1098w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-490-300x162.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-490-1024x552.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-490-768x414.png 768w\" sizes=\"(max-width: 1098px) 100vw, 1098px\" \/><\/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\/business\/china-business\/article\/3211336\/alibaba-netease-fall-hong-kong-stocks-correction-amid-mixed-earnings-signals-while-techtronic\">Alibaba, NetEase slide with Hong Kong stocks in correction on mixed earnings while Techtronic halts sell-off<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.channelnewsasia.com\/business\/hong-kong-home-prices-end-seven-month-decline-06-rise-january-3302021\">Hong Kong home prices end seven-month decline with 0.6% rise in January<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2023-02-24\/china-s-central-bank-vows-to-balance-growth-and-inflation\">China\u2019s Central Bank Vows to Balance Growth and Inflation<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2023-02-25\/this-week-in-china-hedge-funds-are-exiting-the-reopening-trade#xj4y7vzkg\">This Week in China: Hedge Funds Are Exiting the Reopening Trade<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2023-02-24\/china-prepares-to-police-ai-as-chatgpt-frenzy-spreads#xj4y7vzkg\">China Prepares to Police AI as ChatGPT Frenzy Spreads<\/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-491.png\" alt=\"\" class=\"wp-image-24002\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-491.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-491-300x64.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-492.png\" alt=\"\" class=\"wp-image-24003\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-492.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-492-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update:<\/strong> Add TheHourGlass (HG SP) at S$2.25 and Enphase Energy (ENPH US) at US$200. Cut loss on Coinbase (COIN US) at US$57.0.   <img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"494\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-493.png\" class=\"wp-image-24004\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-493.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-493-300x157.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-493-768x402.png 768w\" sizes=\"(max-width: 943px) 100vw, 943px\" \/> <\/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<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\n\n\n<p class=\"wp-block-paragraph\"><\/p>\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 \u535a\u7eb3\u4ea7\u4e1a (PROP SP): \u543e\u5b88\u543e\u8d22 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.69\uff0c\u76ee\u6807\u4ef7\uff1a1.80\uff0c\u6b62\u635f\u4ef7\uff1a1.64 \u535a\u7eb3\u4ea7\u4e1a\u662f\u4e00\u5bb6\u623f\u5730\u4ea7\u4ee3\u7406\u516c\u53f8\u3002\u8be5\u516c\u53f8\u4e3a\u623f\u5730\u4ea7\u884c\u4e1a\u63d0\u4f9b\u5546\u4e1a\u7b56\u7565\u3001\u54a8\u8be2\u3001\u57f9\u8bad\u3001\u8425\u9500\u652f\u6301\u548c\u6280\u672f\u521b\u65b0\uff0c\u5982\u8d2d\u4e70\u3001\u9500\u552e\u548c\u79df\u8d41\u7269\u4e1a\u3002\u516c\u53f8\u4e3a\u65b0\u52a0\u5761\uff0c\u5370\u5ea6\u5c3c\u897f\u4e9a\u548c\u9a6c\u6765\u897f\u4e9a\u7684\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002 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2023\u5e74\u9884\u7b97\u3002\u5bf9\u4e8e\u4f4f\u5b85\u548c\u975e\u4f4f\u5b85\u7269\u4e1a\u7684\u9ad8\u4ef7\u503c\u7269\u4e1a\uff0c\u8f83\u9ad8\u7684\u4e70\u623f\u5370\u82b1\u7a0e\u7a0e\u7387\u5c06\u5bfc\u81f4\u4e70\u5bb6\u7684\u603b\u6210\u672c\u6700\u9ad8\u589e\u52a02%\u30022022\u5e74\uff0c\u5916\u56fd\u4eba\u8d2d\u4e70\u8c6a\u534e\u4f4f\u5b85\u7684\u6570\u91cf\u6709\u6240\u589e\u52a0\uff0c2023\u5e74\u53ef\u80fd\u4f1a\u66f4\u591a\u3002\u5370\u82b1\u7a0e\u7684\u53d8\u5316\u589e\u52a0\u4e86\u5916\u56fd\u4eba\u7684\u4ea4\u6613\u6210\u672c\uff0c\u4f46\u5e76\u6ca1\u6709\u963b\u6b62\u4ed6\u4eec\u8d2d\u4e70\u4f4f\u5b85\u7269\u4e1a\u3002 22\u8d22\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f2.1%\u81f37.308\u4ebf\u65b0\u5143\uff0c\u51c0\u5229\u6da6\u540c\u6bd4\u4e0b\u964d2.5%\u81f34,460\u4e07\u65b0\u5143\u3002\u6309\u6bcf\u80a1\u8ba1\u7b97\uff0c2022\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u7684\u6536\u76ca\u4ece\u53bb\u5e74\u540c\u671f\u76840.0389\u65b0\u5143\u63d0\u9ad8\u81f30.0475\u65b0\u5143\u3002 \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u6574\u4f53\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a-2.60%\/3.33%\uff0c\u5bf9\u5e9411.33\u500d\/10.97\u500d\u8fdc\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a10.69\u500d\u3002 (Source: Bloomberg) \u6b27\u4f73\u65f6 (HG SP)\uff1a\u65f6\u95f4\u4e0d\u7b49\u4eba \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a2.25\uff0c\u76ee\u6807\u4ef7\uff1a2.45\uff0c\u6b62\u635f\u4ef7\uff1a2.15 \u6b27\u4f73\u65f6\u901a\u8fc7\u5176\u9644\u5c5e\u516c\u53f8\u96f6\u552e\u53ca\u6279\u53d1\u624b\u8868\u3001\u73e0\u5b9d\u53ca\u76f8\u5173\u4ea7\u54c1\u3002\u8be5\u516c\u53f8\u8fd8\u751f\u4ea7\u624b\u8868\u548c\u6295\u8d44\u623f\u5730\u4ea7\u3002\u5728\u65b0\u52a0\u5761\u5efa\u7acb\u4e86\u81ea\u5df1\u4f5c\u4e3a\u4e00\u4e2a\u4e00\u6d41\u7684\u624b\u8868\u7cbe\u54c1\uff0c\u96c6\u56e2\u6269\u5c55\u5230\u4e16\u754c\u5404\u5730\u3002\u96c6\u56e2\u62e5\u6709Gerald Genta\u3001Breguet\u3001Daniel Roth\u3001Bertolucci\u3001Burberrys\u3001Christian Dior\u3001Revue Thommen\u3001\u5b87\u8236\u548cMontega\u7684\u72ec\u5bb6\u4ee3\u7406\u6743\u548c\u5206\u9500\u6743\u3002 \u4e39\u5c3c\u5c14\u00b7\u7f57\u65af\u7684\u590d\u5174\u3002\u8def\u6613\u5a01\u767b\u96c6\u56e2 (LVMH) \u65d7\u4e0b\u7684\u745e\u58eb\u624b\u8868\u54c1\u724c\u4e39\u5c3c\u5c14\u00b7\u7f57\u65af (Daniel Roth) \u5c06\u4ee5\u72ec\u7acb\u516c\u53f8\u7684\u8eab\u4efd\u56de\u5f52\uff0c\u5176\u7b2c\u4e00\u6b3e\u65b0\u624b\u8868\u5c06\u4e8e2023\u5e74\u53d1\u5e03\u3002\u7136\u800c\uff0c\u90a3\u4e9b\u6709\u5174\u8da3\u8d2d\u4e70\u8be5\u54c1\u724c\u624b\u8868\u7684\u4eba\u5c06\u4e0d\u5f97\u4e0d\u901a\u8fc7\u8be5\u516c\u53f8\u8d2d\u4e70\uff0c\u56e0\u4e3a\u4ed6\u4eec\u62e5\u6709\u72ec\u5bb6\u5206\u9500\u6743\u3002 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23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u5728\u622a\u81f39\u670830\u65e5\u7684\u516d\u4e2a\u6708\u91cc\uff0c\u8be5\u516c\u53f8\u6536\u5165\u4ece4.724\u4ebf\u65b0\u5143\u589e\u957f\u81f35.555\u4ebf\u65b0\u5143\uff0c\u540c\u6bd4\u589e\u957f18%\u3002\u5c3d\u7ba1\u8fd0\u8425\u6210\u672c\u4e0a\u5347\uff0c\u4f46\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f35%\uff0c\u4ece6,260\u4e07\u65b0\u5143\u589e\u81f38,460\u4e07\u65b0\u5143\u3002 \u5e02\u573a\u5bf924\/25\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a4.35%\/4.17%\uff0c\u5bf9\u5e949.4\u500d\/9.0\u500d\u7684\u8fdc\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a8.7\u500d\uff0c5\u5e74\u5386\u53f2\u5e02\u76c8\u7387\u4e3a8.8\u500d\u3002 (Source: Bloomberg) \u666e\u62c9\u8fbe (1913 HK)\uff1a\u6602\u8d35\u55dc\u597d \u4e70\u5165\u4ef7\uff1a52.0\uff0c\u76ee\u6807\u4ef7\uff1a56.0\uff0c\u6b62\u635f\u4ef7\uff1a50.0 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SpA\u901a\u8fc7\u76f4\u8425\u5e97\u3001\u7279\u8bb8\u7ecf\u8425\u5e97\u3001\u7cbe\u9009\u591a\u54c1\u724c\u5e97\u548c\u767e\u8d27\u516c\u53f8\u7f51\u7edc\u5728\u5168\u7403\u7ea670\u4e2a\u56fd\u5bb6\u5f00\u5c55\u4e1a\u52a1\u3002\u666e\u62c9\u8fbe\u6c34\u7597\u4e2d\u5fc3\u901a\u8fc7\u4f17\u591a\u5b50\u516c\u53f8\u8fd0\u8425\uff0c\u5305\u62ecArtisans Shoes [&hellip;]<\/p>\n","protected":false},"author":13,"featured_media":18710,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_eb_attr":"","_uag_custom_page_level_css":"","footnotes":""},"categories":[13],"tags":[],"class_list":["post-23978","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-kgi-daily-trading-ideas-chinese"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.8 - aioseo.com -->\n\t<meta name=\"description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | 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(SBLK 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) (Source: Bloomberg) (Source: Bloomberg) \u4e2d\u56fd\u52a8\u529b\u7164\u4ef7\u683c\u8868\u73b0 (Source: Bloomberg) \u5b63\u8282\u6027\u8868\u73b0\u3002\u4ece\u8fc7\u53bb15\u5e74\u7684\u4e1a\u7ee9\u6765\u770b\uff0c\u5156\u77ff\u57283 - 4\u6708\u4efd\u7164\u70ad\u8865\u5e93\u5b58\u671f\u95f4\u8868\u73b0\u8f83\u597d\u3002 \u8fc7\u53bb15\u5e74\u7684\u6708\u56de\u62a5\u7387 (Source: Bloomberg) 22\u8d22\u5e74\u9884\u4f30\u4e1a\u7ee9\u3002\u516c\u53f8\u9884\u8ba1\u5b9e\u73b0\u5f52\u5c5e\u4e8e\u80a1\u4e1c\u7684\u51c0\u5229\u6da6\u7ea6\u4eba\u6c11\u5e01308\u4ebf\u5143\uff0c\u8f8321\u8d22\u5e74\u7684\u4eba\u6c11\u5e01162.59\u4ebf\u5143\u540c\u6bd4\u589e\u52a0\u7ea6\u4eba\u6c11\u5e01145\u4ebf\u5143\u6216\u7ea689%\u3002 \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a-7.7%\/-6.1%\uff0c\u5bf9\u5e943.2\u500d\/3.4\u500d\u7684\u9884\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a3.2\u500d\u3002\u9884\u671f23\/24\u8d22\u5e74\u80a1\u606f\u6536\u76ca\u7387\u5206\u522b\u4e3a17.5%\/16.75%\u3002\u5f6d\u535a(Bloomberg)\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a26.94\u6e2f\u5143\u3002 (Source: Bloomberg) (Source: Bloomberg) \u4e1c\u5357\u4e9a\u56fd\u5bb6\u7684\u5229\u597d\u3002\u968f\u7740\u8de8\u56fd\u516c\u53f8\u5c06\u90e8\u5206\u4f9b\u5e94\u94fe\u8f6c\u79fb\u5230\u5370\u5ea6\uff0c\u5370\u5ea6\u5c06\u7ee7\u7eed\u8fdb\u53e3\u66f4\u591a\u7684\u7164\u70ad\u548c\u5176\u4ed6\u786c\u5546\u54c1\u3002\u6b63\u5728\u8fdb\u884c\u7684\u4f9b\u5e94\u94fe\u91cd\u65b0\u5206\u914d\u5230\u5176\u4ed6\u4e1c\u5357\u4e9a\u56fd\u5bb6\uff0c\u652f\u6301\u4e86\u822a\u8fd0\u4e1a\u3002 \u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u8d85\u9884\u671f\u3002\u8425\u6536\u4e3a6,070\u4e07\u7f8e\u5143\uff0c\u540c\u6bd4\u4e0b\u964d41.0%\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.9\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.07\u7f8e\u5143\u3002\u7b2c\u56db\u5b63\u5ea6\u7684\u5b9a\u671f\u79df\u8239\u7b49\u4ef7(TCE)\u8d39\u7387\u4e3a19,590\u7f8e\u5143\uff0c\u800c21\u5e74\u7b2c\u56db\u5b63\u5ea6\u4e3a37,406\u7f8e\u5143\uff0c\u8fd9\u8868\u660e\u6700\u8fd1\u4e00\u4e2a\u5b63\u5ea6\u7684\u5e02\u573a\u72b6\u51b5\u666e\u904d\u8f83\u5f31\u3002 \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a-43.6%\/34.0%\uff0c\u5bf9\u5e947.3\u500d\/5.5\u500d\u8fdc\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a4.5\u500d\u300223\/24\u8d22\u5e74\u9884\u671f\u80a1\u606f\u6536\u76ca\u7387\u5206\u522b\u4e3a10.5%\/16.9%\u3002\u5f6d\u535a\u793e\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a27.98\u7f8e\u5143\u3002 (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd \u9999\u6e2f ^ Back To Top Trading Dashboard Update: Add TheHourGlass (HG\" \/>\n\t\t<meta name=\"twitter:image\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<script type=\"application\/ld+json\" class=\"aioseo-schema\">\n\t\t\t{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"BlogPosting\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-27-feb-2023-zh\\\/#blogposting\",\"name\":\"2023\\u5e7402\\u670827\\u65e5: \\u535a\\u7eb3\\u4ea7\\u4e1a (PROP SP), \\u666e\\u62c9\\u8fbe (1913 HK), Star Bulk Carriers Corp. 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(SBLK 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) (Source: Bloomberg) (Source: Bloomberg) \u4e2d\u56fd\u52a8\u529b\u7164\u4ef7\u683c\u8868\u73b0 (Source: Bloomberg) \u5b63\u8282\u6027\u8868\u73b0\u3002\u4ece\u8fc7\u53bb15\u5e74\u7684\u4e1a\u7ee9\u6765\u770b\uff0c\u5156\u77ff\u57283 - 4\u6708\u4efd\u7164\u70ad\u8865\u5e93\u5b58\u671f\u95f4\u8868\u73b0\u8f83\u597d\u3002 \u8fc7\u53bb15\u5e74\u7684\u6708\u56de\u62a5\u7387 (Source: Bloomberg) 22\u8d22\u5e74\u9884\u4f30\u4e1a\u7ee9\u3002\u516c\u53f8\u9884\u8ba1\u5b9e\u73b0\u5f52\u5c5e\u4e8e\u80a1\u4e1c\u7684\u51c0\u5229\u6da6\u7ea6\u4eba\u6c11\u5e01308\u4ebf\u5143\uff0c\u8f8321\u8d22\u5e74\u7684\u4eba\u6c11\u5e01162.59\u4ebf\u5143\u540c\u6bd4\u589e\u52a0\u7ea6\u4eba\u6c11\u5e01145\u4ebf\u5143\u6216\u7ea689%\u3002 \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a-7.7%\/-6.1%\uff0c\u5bf9\u5e943.2\u500d\/3.4\u500d\u7684\u9884\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a3.2\u500d\u3002\u9884\u671f23\/24\u8d22\u5e74\u80a1\u606f\u6536\u76ca\u7387\u5206\u522b\u4e3a17.5%\/16.75%\u3002\u5f6d\u535a(Bloomberg)\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a26.94\u6e2f\u5143\u3002 (Source: Bloomberg) (Source: Bloomberg) \u4e1c\u5357\u4e9a\u56fd\u5bb6\u7684\u5229\u597d\u3002\u968f\u7740\u8de8\u56fd\u516c\u53f8\u5c06\u90e8\u5206\u4f9b\u5e94\u94fe\u8f6c\u79fb\u5230\u5370\u5ea6\uff0c\u5370\u5ea6\u5c06\u7ee7\u7eed\u8fdb\u53e3\u66f4\u591a\u7684\u7164\u70ad\u548c\u5176\u4ed6\u786c\u5546\u54c1\u3002\u6b63\u5728\u8fdb\u884c\u7684\u4f9b\u5e94\u94fe\u91cd\u65b0\u5206\u914d\u5230\u5176\u4ed6\u4e1c\u5357\u4e9a\u56fd\u5bb6\uff0c\u652f\u6301\u4e86\u822a\u8fd0\u4e1a\u3002 \u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u8d85\u9884\u671f\u3002\u8425\u6536\u4e3a6,070\u4e07\u7f8e\u5143\uff0c\u540c\u6bd4\u4e0b\u964d41.0%\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.9\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.07\u7f8e\u5143\u3002\u7b2c\u56db\u5b63\u5ea6\u7684\u5b9a\u671f\u79df\u8239\u7b49\u4ef7(TCE)\u8d39\u7387\u4e3a19,590\u7f8e\u5143\uff0c\u800c21\u5e74\u7b2c\u56db\u5b63\u5ea6\u4e3a37,406\u7f8e\u5143\uff0c\u8fd9\u8868\u660e\u6700\u8fd1\u4e00\u4e2a\u5b63\u5ea6\u7684\u5e02\u573a\u72b6\u51b5\u666e\u904d\u8f83\u5f31\u3002 \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a-43.6%\/34.0%\uff0c\u5bf9\u5e947.3\u500d\/5.5\u500d\u8fdc\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a4.5\u500d\u300223\/24\u8d22\u5e74\u9884\u671f\u80a1\u606f\u6536\u76ca\u7387\u5206\u522b\u4e3a10.5%\/16.9%\u3002\u5f6d\u535a\u793e\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a27.98\u7f8e\u5143\u3002 (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd \u9999\u6e2f ^ Back To Top Trading Dashboard Update: Add TheHourGlass (HG","og:url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-27-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":"2023-02-26T23:15:00+00:00","article:modified_time":"2023-02-26T10:49:45+00:00","twitter:card":"summary","twitter:title":"2023\u5e7402\u670827\u65e5: \u535a\u7eb3\u4ea7\u4e1a (PROP SP), \u666e\u62c9\u8fbe (1913 HK), Star Bulk Carriers Corp. (SBLK 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) (Source: Bloomberg) (Source: Bloomberg) \u4e2d\u56fd\u52a8\u529b\u7164\u4ef7\u683c\u8868\u73b0 (Source: Bloomberg) \u5b63\u8282\u6027\u8868\u73b0\u3002\u4ece\u8fc7\u53bb15\u5e74\u7684\u4e1a\u7ee9\u6765\u770b\uff0c\u5156\u77ff\u57283 - 4\u6708\u4efd\u7164\u70ad\u8865\u5e93\u5b58\u671f\u95f4\u8868\u73b0\u8f83\u597d\u3002 \u8fc7\u53bb15\u5e74\u7684\u6708\u56de\u62a5\u7387 (Source: Bloomberg) 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