{"id":24031,"date":"2023-03-01T07:00:00","date_gmt":"2023-02-28T23:00:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=24031"},"modified":"2023-03-01T08:41:53","modified_gmt":"2023-03-01T00:41:53","slug":"kgi-daily-trading-ideas-01-mar-2023-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-01-mar-2023-zh\/","title":{"rendered":"2023\u5e7403\u670801\u65e5: \u5eb7\u798f\u5fb7\u9ad8 (CD SP), \u56fd\u6cf0\u822a\u7a7a (293 HK), Tapestry (TPR 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\"><strong>\u5eb7\u798f\u5fb7\u9ad8 (CD SP): \u65c5\u6e38\u4e1a\u590d\u82cf<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.20\uff0c\u76ee\u6807\u4ef7\uff1a1.27\uff0c\u6b62\u635f\u4ef7\uff1a1.17<\/strong><\/li><li>\u516c\u53f8\u63d0\u4f9b\u9646\u8def\u8fd0\u8f93\u670d\u52a1\u3002\u516c\u53f8\u63d0\u4f9b\u516c\u5171\u6c7d\u8f66\u3001\u51fa\u79df\u8f66\u3001\u94c1\u8def\u3001\u6c7d\u8f66\u79df\u8d41\u3001\u6c7d\u8f66\u5de5\u7a0b\u670d\u52a1\u3001\u68c0\u9a8c\u6d4b\u8bd5\u670d\u52a1\u3001\u9a7e\u9a76\u4e2d\u5fc3\u3001\u4fdd\u9669\u7ecf\u7eaa\u670d\u52a1\u3001\u6237\u5916\u5e7f\u544a\u7b49\u670d\u52a1\u3002<\/li><li><strong>\u4e0d\u65ad\u589e\u957f\u7684\u65c5\u6e38\u9700\u6c42\u3002<\/strong>\u6839\u636e\u65b0\u52a0\u5761\u65c5\u6e38\u5c40(STB)\u7684\u6700\u65b0\u6570\u636e\uff0c\u65b0\u52a0\u57611\u6708\u4efd\u7684\u56fd\u9645\u6e38\u5ba2\u4eba\u6570\u4e0a\u5347\u81f3931,530\u4eba\uff0c\u521b\u4e0b\u65b0\u51a0\u80ba\u708e\u75ab\u60c5\u7206\u53d1\u4ee5\u6765\u7684\u65b0\u9ad8\u3002\u968f\u7740\u6700\u8fd1\u4e2d\u56fd\u91cd\u65b0\u5f00\u653e\u56fd\u9645\u8fb9\u5883\uff0c\u65b0\u52a0\u5761\u65c5\u6e38\u4e1a\u5728\u672a\u6765\u51e0\u4e2a\u6708\u5fc5\u5c06\u589e\u957f\u3002\u968f\u7740\u65b0\u52a0\u5761\u65c5\u6e38\u4e1a\u7684\u8fdb\u4e00\u6b65\u590d\u82cf\uff0c\u8fd9\u5c06\u63a8\u52a8\u4ea4\u901a\u90e8\u95e8\u7684\u589e\u957f\u3002<\/li><li><strong>\u9ad8\u6d3e\u606f\u3002<\/strong>\u5728\u516c\u53f8\u516c\u5e0322\u5e74\u7b2c\u56db\u5b63\u5ea6\u8d22\u52a1\u4e1a\u7ee9\u540e\uff0c\u7ba1\u7406\u5c42\u5efa\u8bae\u6d3e\u53d1\u671f\u672b\u80a1\u606f\u6bcf\u80a10.0176\u65b0\u5143\uff0c\u4ee5\u53ca\u7279\u522b\u80a1\u606f\u6bcf\u80a10.0246\u65b0\u5143\uff0c\u4ee5\u7eaa\u5ff5\u516c\u53f8\u5728\u65b0\u52a0\u5761\u4ea4\u6613\u6240\u4e0a\u5e0220\u5468\u5e74\u3002\u516c\u53f82022\u5e74\u7684\u80a1\u606f\u652f\u4ed8\u603b\u989d\u4e3a\u6bcf\u80a10.0848\u65b0\u5143\uff0c\u800c2021\u5e74\u4e3a\u6bcf\u80a10.042\u65b0\u5143\u3002\u8fd9\u663e\u793a\u4e86\u516c\u53f8\u5728\u8fc7\u53bb\u4e00\u5e74\u7684\u826f\u597d\u8868\u73b0\u3002<\/li><li><strong>22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u589e\u957f9.0%\u81f319\u4ebf\u65b0\u5143\uff1b22\u5e74\u7b2c\u56db\u5b63\u5ea6\u51c0\u5229\u6da6\u753121\u5e74\u7b2c\u56db\u5b63\u5ea6\u76843,540\u4e07\u65b0\u5143\u589e\u81f35,780\u4e07\u65b0\u5143\uff0c\u540c\u6bd4\u589e\u957f63.3%\u300222\u8d22\u5e74\u51c0\u5229\u6da6\u4e3a1.731\u4ebf\u65b0\u5143\uff0c\u8f83\u4e0a\u5e74\u540c\u671f1.230\u4ebf\u65b0\u5143\u589e\u957f40.7%\u3002<\/li><li>\u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a6.24%\/10.99%\uff0c\u5bf9\u5e9414.2\u500d\/12.9\u500d\u7684\u9884\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a13.3\u500d\u3002\u5f6d\u535a(Bloomberg)\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a<strong>1.50\u65b0\u5143\u3002<\/strong><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/JrV5uqCon35hjVzb2YO_eRLSyvv7kMQhrTAeG0bHskc2--XBcfrati6Xtn4ixRDGEQD7P8vG9bV3L143b37_7ZnCgGWLbPpZiJBX7Lf9j0ru69T66v3ov10HUsOhf0iNWAmgaMh98BPzxUnFv1inE38\" alt=\"\"\/><\/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\"><strong>\u535a\u7eb3\u4ea7\u4e1a (PROP SP): \u543e\u5b88\u543e\u8d22<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.78\uff0c\u76ee\u6807\u4ef7\uff1a1.90\uff0c\u6b62\u635f\u4ef7\uff1a1.72<\/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\" src=\"https:\/\/lh4.googleusercontent.com\/4plGir_trwEGEXGXQgFtP2COtnk6XBAPCGj4DuvLPqqi20V7SQTVshn9ahgJKV5wc3qlsXsjIOK7w4_KUSaMJZR_pK7lJnJiZVM4ZwTkeqUupBBf0-jqYRZmNeqkXR1VBu8aiX_M6myzE4xhQYfya8s\" alt=\"\"\/><\/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 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\"><strong>\u56fd\u6cf0\u822a\u7a7a (293 HK)\uff1a\u514d\u8d39\u673a\u7968<\/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>\u56fd\u6cf0\u822a\u7a7a\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u63d0\u4f9b\u56fd\u9645\u7a7a\u4e2d\u5ba2\u8fd0\u53ca\u8d27\u8fd0\u670d\u52a1\u7684\u516c\u53f8\u3002\u8be5\u516c\u53f8\u8fde\u540c\u5176\u9644\u5c5e\u516c\u53f8\u901a\u8fc7\u56db\u4e2a\u5206\u90e8\u7ecf\u8425\u3002\u56fd\u6cf0\u822a\u7a7a\u53ca\u56fd\u6cf0\u6e2f\u9f99\u822a\u7a7a\u5206\u90e8\u4ee5\u5176\u54c1\u724c\u63d0\u4f9b\u5168\u9762\u7684\u56fd\u9645\u5ba2\u8fd0\u53ca\u8d27\u8fd0\u670d\u52a1\u3002\u534e\u6c11\u822a\u7a7a\u5206\u90e8\u5728\u4e9a\u6d32\u533a\u5185\u63d0\u4f9b\u5b9a\u671f\u822a\u73ed\u7684\u822a\u7a7a\u8d27\u8fd0\u901f\u9012\u670d\u52a1\u3002\u9999\u6e2f\u5feb\u8fd0\u5206\u90e8\u5728\u4e9a\u6d32\u533a\u5185\u63d0\u4f9b\u5b9a\u671f\u822a\u73ed\u7684\u5ec9\u4ef7\u822a\u7a7a\u5ba2\u8fd0\u670d\u52a1\u3002\u822a\u7a7a\u670d\u52a1\u5206\u90e8\u63d0\u4f9b\u5305\u62ec\u822a\u7a7a\u996e\u98df\u3001\u8d27\u8fd0\u7ad9\u3001\u5730\u52e4\u670d\u52a1\u53ca\u5546\u4e1a\u6d17\u8863\u7b49\u652f\u63f4\u822a\u7a7a\u516c\u53f8\u7684\u670d\u52a1\u3002<\/li><li><strong>\u4fc3\u8fdb\u65c5\u6e38\u4e1a\u3002<\/strong>\u9999\u6e2f\u65c5\u6e38\u53d1\u5c55\u5c40\u63a8\u51fa\u4e86\u201c\u4f60\u597d\uff0c\u9999\u6e2f\u201d\u6d3b\u52a8\uff0c\u63d0\u4f9b50\u4e07\u5f20\u673a\u7968\u548c\u8d85\u8fc7100\u4e07\u5f20\u9999\u6e2f\u7f8e\u98df\u6e38\u5ba2\u6d88\u8d39\u5238\uff0c\u4ee5\u5438\u5f15\u6e38\u5ba2\u3001\u4f01\u4e1a\u548c\u6295\u8d44\u8005\u6765\u6e2f\u65c5\u6e38\u3002\u5176\u4e2d\u4e00\u9879\u8ba1\u5212\u662f\u9999\u6e2f\u56fd\u9645\u673a\u573a\u7684\u201c\u8d62\u5bb6\u4e16\u754c\u201d\u673a\u7968\u8d60\u9001\u6d3b\u52a8\uff0c\u4ee5\u523a\u6fc0\u822a\u7a7a\u4ea4\u901a\uff0c\u4fc3\u8fdb\u9999\u6e2f\u822a\u7a7a\u4e1a\u3001\u65c5\u6e38\u4e1a\u548c\u7ecf\u6d4e\u7684\u590d\u82cf\u3002\u5927\u90e8\u5206\u673a\u7968\u5c06\u7531\u56fd\u6cf0\u822a\u7a7a\u3001\u9999\u6e2f\u5feb\u8fd0\u53ca\u9999\u6e2f\u822a\u7a7a\u4e09\u5bb6\u672c\u5730\u822a\u7a7a\u516c\u53f8\uff0c\u4ee5\u62bd\u5956\u3001\u5148\u5230\u5148\u5f97\u3001\u201c\u4e70\u4e00\u6216\u591a\u9001\u4e00\u201d\u6216\u6e38\u620f\u7b49\u4e0d\u540c\u65b9\u5f0f\uff0c\u900f\u8fc7\u5404\u81ea\u7684\u6e20\u9053\uff0c\u5728\u4e3b\u8981\u5ba2\u8fd0\u5e02\u573a\u5206\u9636\u6bb5\u6d3e\u53d1\u3002\u6b64\u5916\uff0c\u90e8\u5206\u95e8\u7968\u5c06\u63d0\u4f9b\u7ed9\u65c5\u6e38\u4e1a\u754c\u548c\u653f\u5e9c\u673a\u6784\uff0c\u4ee5\u63a8\u5e7f\u9999\u6e2f\u65c5\u6e38\u4e1a\u30022023\u5e74\u590f\u5b63\u5c06\u5411\u9999\u6e2f\u5c45\u6c11\u8d60\u9001\u7ea68\u4e07\u5f20\u95e8\u7968\uff0c\u5176\u4e2d\u4e00\u4e9b\u95e8\u7968\u5c06\u5728\u7ca4\u6e2f\u6fb3\u5927\u6e7e\u533a\u8d60\u9001\u3002\u8d85\u8fc770\u4e07\u5f20\u95e8\u7968\u5c06\u901a\u8fc7\u4e0d\u540c\u6e20\u9053\u5728\u5404\u4e2a\u5e02\u573a\u5206\u53d1\u3002\u767e\u5206\u4e4b\u516d\u5341\u4e94\u7684\u673a\u7968\u5c06\u900f\u8fc7\u822a\u7a7a\u516c\u53f8\u53ca\u5176\u4ee3\u7406\u5546\u5206\u9500\uff0c\u5176\u4f59\u5219\u9884\u7559\u7ed9\u4e0e\u65c5\u6e38\u6709\u5173\u7684\u754c\u522b\uff0c\u4ee5\u652f\u63f4\u5165\u5883\u65c5\u6e38\u53ca\u63a8\u5e7f\u9999\u6e2f\u3002<\/li><li><strong>\u201c\u4e16\u754c\u7684\u8d62\u5bb6\u201d\u2014\u2014\u65b0\u52a0\u5761\u3002<\/strong>\u95e8\u7968\u8d60\u9001\u6d3b\u52a8\u5c06\u5206\u9636\u6bb5\u63a8\u51fa\uff0c\u7b2c\u4e00\u9636\u6bb5\u5c06\u4e8e2023\u5e743\u67081\u65e5\u8d77\u5728\u4e1c\u5357\u4e9a\u5e02\u573a\u63a8\u51fa\u3002\u56fd\u6cf0\u822a\u7a7a\u5c06\u4e8e3\u67082\u65e5\u4e2d\u5348\u81f33\u67088\u65e5\u665a\u4e0a11:59\u5411\u6765\u81ea\u65b0\u52a0\u5761\u7684\u6e38\u5ba2\u63d0\u4f9b12,500\u5f20\u5f80\u8fd4\u673a\u7968\u3002<\/li><li><strong>22\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u3002<\/strong>22\u8d22\u5e74\u4e0a\u534a\u5e74\u8425\u6536\u4e3a185.51\u4ebf\u6e2f\u5143\uff0c\u8f83\u4e0a\u5e74\u540c\u671f\u7684158.54\u4ebf\u6e2f\u5143\u589e\u957f17.0%\u3002\u5f52\u5c5e\u4e8e\u80a1\u4e1c\u7684\u4e8f\u635f\u753175.65\u4ebf\u6e2f\u5143\u51cf\u81f349.99\u4ebf\u6e2f\u5143\uff0c\u8dcc\u5e45\u4e3a33.9%\u3002<\/li><li>\u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a0.54\u6e2f\u5143\/ 0.67\u6e2f\u5143\uff0c\u5bf9\u5e9414.4\u500d\/11.6\u500d\u7684\u5e02\u76c8\u7387\u3002\u5f6d\u535a(Bloomberg)\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a<strong>9.54\u6e2f\u5143\u3002<\/strong><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/aZ9rMfPEEZDfsThZZFYUzamRDUiTjeREZ5Lkp0yoOC_RdOXV1wOl47esL8aMr-CtIeMPES1r_XRgFcnvPWXunj3GPrdgTBzTtbhFTucQJB_8SIrUsvVBDZk3EyMiJB9hkH_ywaFM38JTHr8pPhLK8gs\" alt=\"\"\/><\/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\"><strong>\u666e\u62c9\u8fbe (1913 HK)\uff1a\u6602\u8d35\u55dc\u597d<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\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 decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/ZnkzYJ_9WWjuij3SFYcDWD04KvDre6IOCxSsIiYYfJAmDzX1TqoHf7ho1WYrHyqq1cyIjFmzTC3jDSIcwmOY0N47vUgYpbkHLJCirQ1Am19tJY423Mbr49k8F369Z5Agl3a4eWoJ2b3pE4fX7RbFyS0\" alt=\"\"\/><\/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\"><strong>Tapestry (TPR US): \u5bf9\u51b2\u901a\u80c0<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\u4ef7\uff1a42.8\uff0c\u76ee\u6807\u4ef7\uff1a47.0\uff0c\u6b62\u635f\u4ef7\uff1a40.7<\/strong><\/li><li>Tapestry Inc (TPR US) \u8bbe\u8ba1\u5e76\u9500\u552e\u670d\u88c5\u548c\u914d\u9970\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u624b\u888b\u3001\u76ae\u5177\u3001\u978b\u7c7b\u3001\u9999\u6c34\u3001\u73e0\u5b9d\u3001\u5916\u8863\u3001\u6210\u8863\u3001\u56f4\u5dfe\u3001\u592a\u9633\u955c\u3001\u65c5\u884c\u914d\u4ef6\u548c\u624b\u8868\u3002\u5b83\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002\u5b83\u62e5\u6709 Coach\u3001Stuart Weitzman \u548c Kate Spade \u54c1\u724c\u3002<\/li><li><strong>\u540e\u75ab\u60c5\u9ad8\u7aef\u6d88\u8d39\u529b\u7ef4\u6301\u3002<\/strong>\u5728\u901a\u80c0\u6301\u7eed\u7684\u5b8f\u89c2\u73af\u5883\u4e0b\uff0c\u5962\u4f88\u54c1\u5de8\u5934\u9646\u7eed\u5c06\u7ebf\u4e0b\u4ea7\u54c1\u63d0\u9ad8\u5355\u4ef7\u4ece\u800c\u4fdd\u6301\u5229\u6da6\u7387\u3002\u5404\u56fd\u65c5\u6e38\u4e1a\u5728\u4eca\u5e74\u6301\u7eed\u590d\u82cf\uff0c\u8fd9\u6709\u52a9\u8be5\u884c\u4e1a\u9500\u552e\u8fdb\u4e00\u6b65\u4e0a\u5347\u3002\u9ad8\u7aef\u6d88\u8d39\u8005\u5bf9\u5962\u4f88\u54c1\u4ef7\u683c\u654f\u611f\u5ea6\u4f4e\u3002\u63d0\u4ef7\u53ca\u9965\u997f\u5f0f\u9500\u552e\u53cd\u800c\u5438\u5f15\u6d88\u8d39\u8005\u5173\u6ce8\u3002<\/li><li><strong>23\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u559c\u5fe7\u53c2\u534a\uff0c\u4f46\u5168\u5e74\u524d\u666f\u8f83\u597d\u3002<\/strong> 23\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\uff0c\u8425\u6536\u7565\u5fae\u540c\u6bd4\u4e0b\u964d5.4%\u81f320.3\u4ebf\u7f8e\u5143\uff0c\u4f4e\u4e8e\u9884\u671f1,000\u4e07\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u8d85\u51fa\u9884\u671f0.06\u7f8e\u5143\uff0c\u8fbe\u52301.33\u7f8e\u5143\u3002 \u5168\u5e74\u8425\u6536\u9884\u8ba1\u5c06\u8fbe\u523066\u4ebf\u7f8e\u5143\uff0c\u6309\u56fa\u5b9a\u6c47\u7387\u8ba1\u7b97\u540c\u6bd4\u589e\u957f 2%-3%\u3002\u7a00\u91ca\u540e\u6bcf\u80a1\u6536\u76ca\u9884\u8ba1\u57283.70\u7f8e\u5143\u81f33.75\u7f8e\u5143\u4e4b\u95f4\u3002<\/li><li>23\/24 \u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u589e\u957f\u7684\u6700\u65b0\u5e02\u573a\u5171\u8bc6\u5206\u522b\u4e3a7.6%\/12.7%\uff0c\u76f8\u5f53\u4e8e11.6\u500d\/10.3\u500d\u7684\u8fdc\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a12.5\u500d\u3002\u5f6d\u535a\u5e73\u5747 12 \u4e2a\u6708\u76ee\u6807\u4ef7\u4e3a<strong>51.33 \u7f8e\u5143\u3002<\/strong><\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/cuRLqfnlyUzvSvgFvmK-SKWIx1aeZj2aCbYfbN8C3hKzElR-5t6nlpssjvBuB4u_DVy6ENouMSMU4Ug1x3E2u9K-gKxI0S_SRLR4ZjNnk3QorWqoH0u5aONMlUUou3bknx3AWw5Rs195gY5dmM23cOg\" width=\"602\" height=\"353\"><\/strong><\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">(Source: Bloomberg) <\/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>Star Bulk Carriers Corp. (SBLK US): \u822a\u8fd0\u590d\u82cf<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\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><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/h2T-YsZpzl0OYSV1kaCOcDEj40RTgEnOD9sLdWxMSrSF8c5hlfPmyNSRpe58wz4a9oeofunDhr3Qa6l6sWzpE-XPf6GTPSetEXhyrMXiIcWtM2x8XQo3ODHNcTditwsXkNyk0p6qhyvannY-ZATOFB8\" width=\"602\" height=\"361\">(Source: Bloomberg)<\/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<\/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<\/li><li>\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><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/YA2blRppiQT6R04sWNVHkHAXrh5MJBhqCM83HoYIl8EzuxyNukgfCZoC5lpOCcLszcB-YBkDhIuNAWCB3tuDRNUtTKxYa41Rs19jR4THJWLmjrNsl97oqfjQr6k0leoN7CoayQBE25Z1lb1afayYayc\" alt=\"\"\/><\/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-_qqv3rtx8nazp\"><\/a><a id=\"post-23978-_ylayyh7qqd99\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"325\" src=\"https:\/\/lh4.googleusercontent.com\/LnE-xelOC40ZDt4Pv1Tr4TZuJKnbqXpboNpXSJPQLbLPYF6QPxfePaZ1LxRf9X_DgGXd6Na_r8rpg0aFRGk0tigcWqPM6oP_4ANUhEsLNyrhXgwQKSEoG4LiFeLX9cMPMBygf8A7SO4g5kb71IhRkYA\"><\/p>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td><strong>News Feed<\/strong><br><\/td><\/tr><tr><td>1. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2023-02-27\/asia-stocks-set-to-rise-after-gains-on-wall-street-markets-wrap#xj4y7vzkg\">S&P 500 Wraps Up Turbulent Month Near Lows of Day: Markets Wrap<\/a><br><\/td><\/tr><tr><td>2. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2023-02-28\/us-consumer-confidence-drops-on-more-pessimistic-outlook#xj4y7vzkg\">US Consumer Confidence Drops on More Pessimistic Outlook<\/a><br><\/td><\/tr><tr><td>3. <a href=\"https:\/\/www.reuters.com\/world\/us\/us-house-price-inflation-cools-further-december-2023-02-28\/\">U.S. house price inflation cools further in December<\/a><br><\/td><\/tr><tr><td>4. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2023-02-28\/cash-pays-more-than-60-40-portfolios-for-first-time-since-2001#xj4y7vzkg\">Cash Is Paying More Than Traditional Stock-Bond Portfolio<\/a><br><\/td><\/tr><tr><td>5. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2023-02-28\/target-tgt-sinks-as-cautious-profit-forecast-signals-slow-recovery\">Target Tames Inventory Surge, Opens Path for Slow Profit Rebound<\/a><br><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/9_WdXyCJjypX5jqI2_ym4cy7H_6OFbXPhoRBenUz8qkDErcrw9CgKe9vCwMAIcgC43IYDmfiVacwatm9m3v6pt62vyWlIuGndpPSYVBKCWvd0dNBHOtiCe7l15O4uAvLUgCtvWsTWq0rZHrl6Vp-fWA\" width=\"602\" height=\"128\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u9999\u6e2f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"325\" src=\"https:\/\/lh3.googleusercontent.com\/jkP3X3BkJ9QFJ3C2PoDe9ewXAHiWeEZhTpC5vHbATAePgbEn-vERbGYcvJH78zlFRc_W9xMyOSW0Kh2XSs_KXPv5mQ-aEHYy6y5n2-SE5V5NnFdulTWj8nHmx8hAM9ZNemu7khgE0_FDgBx-rJzNTxw\"><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td><strong>News Feed<\/strong><br><\/td><\/tr><tr><td>1. <a href=\"https:\/\/www.channelnewsasia.com\/asia\/hong-kong-covid-19-mask-mandate-scrap-3310641\">Hong Kong scraps one of world\u2019s last COVID-19 mask mandates<\/a><br><\/td><\/tr><tr><td>2. <a href=\"https:\/\/www.channelnewsasia.com\/business\/china-urban-employment-capita-spending-logged-rare-declines-2022-3310661\">China urban employment, per capita spending logged rare declines in 2022<\/a><br><\/td><\/tr><tr><td>3. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/chinas-growing-local-debt-means-less-money-support-economy\">China\u2019s growing local debt means less money to support economy<\/a><br><\/td><\/tr><tr><td>4. <a href=\"https:\/\/www.businesstimes.com.sg\/companies-markets\/telcos-media-tech\/china-uses-tiktok-expand-its-influence-globally-us-lawmaker\">China uses TikTok to expand its influence globally, US lawmaker says<\/a><br><\/td><\/tr><tr><td>5. <a href=\"https:\/\/www.straitstimes.com\/asia\/east-asia\/hong-kong-border-town-braces-itself-for-influx-of-mainland-traders\">Hong Kong border town of Sheung Shui braces itself for influx of mainland traders<\/a><br><\/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> Cut loss on China Resources Power (836 HK) at HK$15.5, China State Construction International (3311 HK) at HK$9.0, and Jl Mag Rare-Earth (6680 HK) at HK$25.3. Add Prada (1913 HK) at HK$52.0 and Star Bulk Carriers (SBLK US) at US$24.0.   <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"315\" src=\"https:\/\/lh6.googleusercontent.com\/vyZ7aWUHcQ4s37kn6Oqwk-gGFeMGg6zv7IaXeOeaRspFcuRGoIMaqP4mjCb1iix6s9dRQIDfVFJUSVKPTLkRMdAWjD2hPHEnQaKUaqXJPBtrUu_ngHmJmHHychbRoc4kPtMlZNAClA2lVVj0n6MPUCo\"> <\/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 \u5eb7\u798f\u5fb7\u9ad8 (CD SP): \u65c5\u6e38\u4e1a\u590d\u82cf \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.20\uff0c\u76ee\u6807\u4ef7\uff1a1.27\uff0c\u6b62\u635f\u4ef7\uff1a1.17 \u516c\u53f8\u63d0\u4f9b\u9646\u8def\u8fd0\u8f93\u670d\u52a1\u3002\u516c\u53f8\u63d0\u4f9b\u516c\u5171\u6c7d\u8f66\u3001\u51fa\u79df\u8f66\u3001\u94c1\u8def\u3001\u6c7d\u8f66\u79df\u8d41\u3001\u6c7d\u8f66\u5de5\u7a0b\u670d\u52a1\u3001\u68c0\u9a8c\u6d4b\u8bd5\u670d\u52a1\u3001\u9a7e\u9a76\u4e2d\u5fc3\u3001\u4fdd\u9669\u7ecf\u7eaa\u670d\u52a1\u3001\u6237\u5916\u5e7f\u544a\u7b49\u670d\u52a1\u3002 \u4e0d\u65ad\u589e\u957f\u7684\u65c5\u6e38\u9700\u6c42\u3002\u6839\u636e\u65b0\u52a0\u5761\u65c5\u6e38\u5c40(STB)\u7684\u6700\u65b0\u6570\u636e\uff0c\u65b0\u52a0\u57611\u6708\u4efd\u7684\u56fd\u9645\u6e38\u5ba2\u4eba\u6570\u4e0a\u5347\u81f3931,530\u4eba\uff0c\u521b\u4e0b\u65b0\u51a0\u80ba\u708e\u75ab\u60c5\u7206\u53d1\u4ee5\u6765\u7684\u65b0\u9ad8\u3002\u968f\u7740\u6700\u8fd1\u4e2d\u56fd\u91cd\u65b0\u5f00\u653e\u56fd\u9645\u8fb9\u5883\uff0c\u65b0\u52a0\u5761\u65c5\u6e38\u4e1a\u5728\u672a\u6765\u51e0\u4e2a\u6708\u5fc5\u5c06\u589e\u957f\u3002\u968f\u7740\u65b0\u52a0\u5761\u65c5\u6e38\u4e1a\u7684\u8fdb\u4e00\u6b65\u590d\u82cf\uff0c\u8fd9\u5c06\u63a8\u52a8\u4ea4\u901a\u90e8\u95e8\u7684\u589e\u957f\u3002 \u9ad8\u6d3e\u606f\u3002\u5728\u516c\u53f8\u516c\u5e0322\u5e74\u7b2c\u56db\u5b63\u5ea6\u8d22\u52a1\u4e1a\u7ee9\u540e\uff0c\u7ba1\u7406\u5c42\u5efa\u8bae\u6d3e\u53d1\u671f\u672b\u80a1\u606f\u6bcf\u80a10.0176\u65b0\u5143\uff0c\u4ee5\u53ca\u7279\u522b\u80a1\u606f\u6bcf\u80a10.0246\u65b0\u5143\uff0c\u4ee5\u7eaa\u5ff5\u516c\u53f8\u5728\u65b0\u52a0\u5761\u4ea4\u6613\u6240\u4e0a\u5e0220\u5468\u5e74\u3002\u516c\u53f82022\u5e74\u7684\u80a1\u606f\u652f\u4ed8\u603b\u989d\u4e3a\u6bcf\u80a10.0848\u65b0\u5143\uff0c\u800c2021\u5e74\u4e3a\u6bcf\u80a10.042\u65b0\u5143\u3002\u8fd9\u663e\u793a\u4e86\u516c\u53f8\u5728\u8fc7\u53bb\u4e00\u5e74\u7684\u826f\u597d\u8868\u73b0\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f9.0%\u81f319\u4ebf\u65b0\u5143\uff1b22\u5e74\u7b2c\u56db\u5b63\u5ea6\u51c0\u5229\u6da6\u753121\u5e74\u7b2c\u56db\u5b63\u5ea6\u76843,540\u4e07\u65b0\u5143\u589e\u81f35,780\u4e07\u65b0\u5143\uff0c\u540c\u6bd4\u589e\u957f63.3%\u300222\u8d22\u5e74\u51c0\u5229\u6da6\u4e3a1.731\u4ebf\u65b0\u5143\uff0c\u8f83\u4e0a\u5e74\u540c\u671f1.230\u4ebf\u65b0\u5143\u589e\u957f40.7%\u3002 \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a6.24%\/10.99%\uff0c\u5bf9\u5e9414.2\u500d\/12.9\u500d\u7684\u9884\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a13.3\u500d\u3002\u5f6d\u535a(Bloomberg)\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a1.50\u65b0\u5143\u3002 (Source: Bloomberg) \u535a\u7eb3\u4ea7\u4e1a (PROP SP): \u543e\u5b88\u543e\u8d22 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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) \u56fd\u6cf0\u822a\u7a7a (293 HK)\uff1a\u514d\u8d39\u673a\u7968 \u4e70\u5165\u4ef7\uff1a52.0\uff0c\u76ee\u6807\u4ef7\uff1a56.0\uff0c\u6b62\u635f\u4ef7\uff1a50.0 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\u201c\u4e16\u754c\u7684\u8d62\u5bb6\u201d\u2014\u2014\u65b0\u52a0\u5761\u3002\u95e8\u7968\u8d60\u9001\u6d3b\u52a8\u5c06\u5206\u9636\u6bb5\u63a8\u51fa\uff0c\u7b2c\u4e00\u9636\u6bb5\u5c06\u4e8e2023\u5e743\u67081\u65e5\u8d77\u5728\u4e1c\u5357\u4e9a\u5e02\u573a\u63a8\u51fa\u3002\u56fd\u6cf0\u822a\u7a7a\u5c06\u4e8e3\u67082\u65e5\u4e2d\u5348\u81f33\u67088\u65e5\u665a\u4e0a11:59\u5411\u6765\u81ea\u65b0\u52a0\u5761\u7684\u6e38\u5ba2\u63d0\u4f9b12,500\u5f20\u5f80\u8fd4\u673a\u7968\u3002 22\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u300222\u8d22\u5e74\u4e0a\u534a\u5e74\u8425\u6536\u4e3a185.51\u4ebf\u6e2f\u5143\uff0c\u8f83\u4e0a\u5e74\u540c\u671f\u7684158.54\u4ebf\u6e2f\u5143\u589e\u957f17.0%\u3002\u5f52\u5c5e\u4e8e\u80a1\u4e1c\u7684\u4e8f\u635f\u753175.65\u4ebf\u6e2f\u5143\u51cf\u81f349.99\u4ebf\u6e2f\u5143\uff0c\u8dcc\u5e45\u4e3a33.9%\u3002 \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a0.54\u6e2f\u5143\/ 0.67\u6e2f\u5143\uff0c\u5bf9\u5e9414.4\u500d\/11.6\u500d\u7684\u5e02\u76c8\u7387\u3002\u5f6d\u535a(Bloomberg)\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a9.54\u6e2f\u5143\u3002 (Source: Bloomberg) \u666e\u62c9\u8fbe (1913 HK)\uff1a\u6602\u8d35\u55dc\u597d \u91cd\u7533\u4e70\u5165\u4ef7\uff1a52.0\uff0c\u76ee\u6807\u4ef7\uff1a56.0\uff0c\u6b62\u635f\u4ef7\uff1a50.0 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[&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":11534,"comment_status":"closed","ping_status":"open","sticky":true,"template":"","format":"standard","meta":{"_eb_attr":"","_uag_custom_page_level_css":"","footnotes":""},"categories":[13],"tags":[],"class_list":["post-24031","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 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd Trading Dashboard Update: Cut loss on China Resources Power (836 HK) at HK$15.5, China State Construction International (3311 HK) at HK$9.0, and Jl 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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) \u56fd\u6cf0\u822a\u7a7a (293 HK)\uff1a\u514d\u8d39\u673a\u7968 \u4e70\u5165\u4ef7\uff1a52.0\uff0c\u76ee\u6807\u4ef7\uff1a56.0\uff0c\u6b62\u635f\u4ef7\uff1a50.0 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