{"id":25728,"date":"2023-04-10T07:23:00","date_gmt":"2023-04-09T23:23:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=25728"},"modified":"2023-04-09T16:56:23","modified_gmt":"2023-04-09T08:56:23","slug":"kgi-daily-trading-ideas-10-apr-2023-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-10-apr-2023-zh\/","title":{"rendered":"2023\u5e7404\u670810\u65e5: \u5e03\u7c73\u8fbe\u9a6c\u519c\u4e1a (BAL SP), \u666e\u62c9\u8fbe (1913 HK), \u4f18\u6b65\u79d1\u6280 (UBER 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-25728-_7l8preso5cex\"><\/a><strong>\u5e03\u7c73\u8fbe\u9a6c\u519c\u4e1a (BAL SP)\uff1a\u68d5\u6988\u6cb9\u5728\u53cd\u5f39<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.61\uff0c\u76ee\u6807\u4ef7\uff1a0.65\uff0c\u6b62\u635f\u4ef7\uff1a0.59<\/strong><\/li><li>\u516c\u53f8\u662f\u4e00\u5bb6\u5370\u5c3c\u7684\u7c97\u68d5\u6988\u6cb9\u548c\u68d5\u6988\u4ec1\u751f\u4ea7\u5546\uff0c\u5728\u5370\u5ea6\u5c3c\u897f\u4e9a\u7684\u4e09\u4e2a\u7701\u4efd\uff0c\u52a0\u91cc\u66fc\u4e39\u4e2d\u90e8\u3001\u897f\u52a0\u91cc\u66fc\u4e39\u548c\u5ed6\u5185\uff0c\u62e5\u6709\u6cb9\u68d5\u79cd\u690d\u56ed\u548c\u5de5\u5382\u3002\u5176\u4e3b\u8981\u7ecf\u8425\u6d3b\u52a8\u662f\u79cd\u690d\u548c\u6536\u83b7\u6cb9\u68d5\u6811\uff0c\u4ece\u5176\u6cb9\u68d5\u79cd\u690d\u56ed\u3001\u539f\u6d46\u79cd\u690d\u56ed\u548c\u7b2c\u4e09\u65b9\u52a0\u5de5\u5382\u5c06\u65b0\u9c9c\u7684\u68d5\u6988\u679c\u5b9e\u5236\u4f5c\u6210\u7c97\u68d5\u6988\u6cb9\u548c\u68d5\u6988\u4ec1\uff0c\u5e76\u540c\u65f6\u9500\u552e\u7c97\u68d5\u6988\u6cb9\u548c\u68d5\u6988\u4ec1\u3002<\/li><li><strong>\u68d5\u6988\u6cb9\u4ef7\u683c\u3002<\/strong>\u9a6c\u6765\u897f\u4e9a\u68d5\u6988\u6cb9\u671f\u8d27\u4ea4\u6613\u4ef7\u683c\u8dcc\u7834\u6bcf\u54283,900\u4ee4\u5409\u5173\u53e3\uff0c\u8f83\u8fd1\u4e09\u5468\u9ad8\u70b9\u7ea64,000\u4ee4\u5409\u6709\u6240\u56de\u843d\uff0c\u56e0\u4ee4\u5409\u8d70\u5f3a\u4fc3\u4f7f\u6295\u8d44\u8005\u5e73\u4ed3\u90e8\u5206\u591a\u5934\u5934\u5bf8\u3002\u68d5\u6988\u6cb9\u4ef7\u683c\u4ecd\u7136\u53d7\u5230\u4ea7\u91cf\u4e0b\u964d\u548c\u5e93\u5b58\u51cf\u5c11\u524d\u666f\u7684\u652f\u6491\u3002\u66b4\u96e8\u3001\u6d2a\u6c34\u548c\u8001\u6811\u53ef\u80fd\u4f1a\u5c06\u9a6c\u6765\u897f\u4e9a\u7684\u4ea7\u91cf\u589e\u957f\u9650\u5236\u57282023\u5e74\u76843%\u4ee5\u4e0b\u3002\u6b64\u5916\uff0c\u9a6c\u6765\u897f\u4e9a3\u6708\u4efd\u5e93\u5b58\u53ef\u80fd\u51fa\u73b0\u4e24\u5e74\u591a\u6765\u6700\u5927\u8dcc\u5e45\uff0c\u8dcc\u7834200\u4e07\u5428\u6c34\u5e73\uff0c\u539f\u56e0\u662f\u51fa\u53e3\u98d9\u5347\uff0c\u800c\u751f\u4ea7\u4f9d\u7136\u4f4e\u8ff7\u3002\u636e\u62a5\u9053\uff0c\u9a6c\u6765\u897f\u4e9a\u5bf9\u5370\u5ea6\u3001\u4e2d\u56fd\u3001\u6b27\u76df\u548c\u975e\u6d32\u7684\u51fa\u53e3\u6709\u6240\u589e\u52a0\u3002\u9a6c\u6765\u897f\u4e9a\u8fd8\u53d7\u76ca\u4e8e\u5370\u5c3c\u5728\u658b\u6708\u548c\u5f00\u658b\u8282\u7ed3\u675f\u524d\u9650\u5236\u51fa\u53e3\u4ee5\u652f\u6301\u56fd\u5185\u9700\u6c42\u7684\u4e3e\u63aa\u3002<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u68d5\u6988\u6cb9\u4ef7\u683c\u8d70\u52bf<\/strong><\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><img decoding=\"async\" width=\"1230\" height=\"740\" class=\"wp-image-25761\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-129.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-129.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-129-300x180.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-129-1024x616.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-129-768x462.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/> (Source: Bloomberg)<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u68d5\u6988\u6cb9\u7684\u7a33\u5b9a\u3002<\/strong>4\u67081\u65e5\uff0c\u9a6c\u6765\u897f\u4e9a\u68d5\u6988\u6cb9\u5c40 (MPOB) \u4e0e\u4e2d\u56fd\u98df\u54c1\u3001\u672c\u5730\u4ea7\u54c1\u548c\u52a8\u7269\u526f\u4ea7\u54c1\u8fdb\u51fa\u53e3\u5546\u4f1a (CFNA) \u5728\u5317\u4eac\u7b7e\u7f72\u4e86\u4e00\u4efd\u8c05\u89e3\u5907\u5fd8\u5f55\uff0c\u4ee5\u52a0\u5f3a\u4e24\u56fd\u5728\u68d5\u6988\u6cb9\u9886\u57df\u7684\u8d38\u6613\u4e0e\u5408\u4f5c\u3002\u8c05\u89e3\u5907\u5fd8\u5f55\u5305\u62ec\u4fc3\u8fdb\u68d5\u6988\u6cb9\u4f9b\u5e94\u94fe\u7684\u7a33\u5b9a\uff0c\u4fc3\u8fdb\u65b0\u6280\u672f\u7684\u63a2\u7d22\u548c\u5b9e\u65bd\uff0c\u4ee5\u53ca\u4fc3\u8fdb\u4e2d\u56fd\u53c2\u4e0e\u9a6c\u6765\u897f\u4e9a\u6cb9\u68d5\u751f\u4ea7\u673a\u68b0\u5316\u3002\u4e2d\u56fd\u662f\u9a6c\u6765\u897f\u4e9a\u68d5\u6988\u6cb9\u548c\u68d5\u6988\u6cb9\u4ea7\u54c1\u7684\u7b2c\u4e8c\u5927\u8d38\u6613\u4f19\u4f34\uff0c2022\u5e74\u51fa\u53e3\u989d\u8fbe148.6\u4ebf\u4ee4\u5409\u3002\u8be5\u8c05\u89e3\u5907\u5fd8\u5f55\u65e8\u5728\u589e\u5f3a\u4e2d\u56fd\u5bf9\u9a6c\u6765\u897f\u4e9a\u68d5\u6988\u6cb9\u7684\u4fe1\u5fc3\uff0c\u5e76\u786e\u4fdd\u5176\u5728\u4e2d\u56fd\u5e02\u573a\u7684\u5730\u4f4d\u3002<\/li><li><strong>22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u589e\u957f29%\uff0c\u4ece\u4e0a\u5e74\u768412,2490\u4ebf\u5370\u5c3c\u76fe\u589e\u957f\u81f315,829\u4ebf\u5370\u5c3c\u76fe\u3002\u5c3d\u7ba122\u5e74\u4e0b\u534a\u5e74\u51c0\u5229\u6da6\u6709\u6240\u4e0b\u964d\uff0c\u4f4622\u8d22\u5e74\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f67%\uff0c\u4ece21\u8d22\u5e74\u76841.8020\u4e07\u4ebf\u5370\u5c3c\u76fe\u589e\u957f\u81f33.03\u4e07\u4ebf\u5370\u5c3c\u76fe\u300222\u8d22\u5e74EBITDA\u4e3a5.6860\u4ebf\u5370\u5c3c\u76fe\uff0c\u8f83\u4e4b\u524d\u76843.4980\u4ebf\u5370\u5c3c\u76fe\u540c\u6bd4\u589e\u957f63%\u3002<\/li><li><strong>22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u589e\u957f4.6%\uff0c\u4ece\u4e0a\u5e74\u768418.62\u4ebf\u65b0\u5143\u589e\u81f319.47\u4ebf\u65b0\u5143\u3002\u51c0\u4e8f\u635f\u753121\u8d22\u5e74\u768411.71\u4ebf\u65b0\u5143\u4e0b\u964d\u81f3-2.61\u4ebf\u65b0\u5143\uff0c\u540c\u6bd4\u4e0b\u964d78.0%\u3002\u7531\u4e8e22\u8d22\u5e74\u4e0b\u534a\u5e74EBITDA\u4e3a\u6b63\uff0c\u5168\u5e74EBITDA\u4e3a-700\u4e07\u65b0\u5143\uff0c\u8f83\u4e4b\u524d\u7684-10.28\u4ebf\u65b0\u5143\u540c\u6bd4\u4e0b\u964d99%\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-29.7%\/-5.5%\uff0c\u5bf9\u5e946.1\u500d\/6.4\u500d\u7684\u8fdc\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a4.3\u500d\u3002\u5f6d\u535a(Bloomberg)\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a<strong>0.76\u65b0\u5143\u3002<\/strong><\/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\/04\/word-image-130.png\" alt=\"\" class=\"wp-image-25762\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-130.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-130-300x176.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-130-1024x601.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-130-768x451.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-25728-_jq25f5ud8fpv\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-25763\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-131.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-131.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-131-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-25728-_pua0ylci899z\"><\/a><a id=\"post-25728-_mrbpbjgk2rt\"><\/a><strong>\u80dc\u79d1\u6d77\u4e8b (SMM SP)\uff1a\u6cb9\u4ef7\u53cd\u5f39<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.117\uff0c\u76ee\u6807\u4ef7\uff1a0.130\uff0c\u6b62\u635f\u4ef7\uff1a0.110<\/strong><\/li><li>\u80dc\u79d1\u6d77\u4e8b\u6709\u9650\u516c\u53f8\u4e3a\u79bb\u5cb8\u3001\u6d77\u4e8b\u548c\u80fd\u6e90\u884c\u4e1a\u63d0\u4f9b\u5de5\u7a0b\u89e3\u51b3\u65b9\u6848\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u94bb\u673a\u548c\u6d6e\u53f0\uff0c\u7ef4\u4fee\u548c\u5347\u7ea7\uff0c\u6d77\u4e0a\u5e73\u53f0\u548c\u4e13\u4e1a\u9020\u8239\u3002\u80dc\u79d1\u6d77\u4e8b\u670d\u52a1\u5168\u7403\u5ba2\u6237\u3002<\/li><li><strong>\u6cb9\u4ef7\u53cd\u5f39\u3002<\/strong>\u968f\u7740\u5bf9\u7ecf\u6d4e\u8870\u9000\u7684\u62c5\u5fe7\u51cf\u5f31\uff0c\u539f\u6cb9\u4ef7\u683c\u5728\u8fc7\u53bb\u4e24\u5468\u51fa\u73b0\u53cd\u5f39\u3002\u5e03\u4f26\u7279\u539f\u6cb9\u4ef7\u683c\u4ece\u6700\u8fd1\u7684\u4f4e\u70b970\u7f8e\u5143\/\u6876\u56de\u5347\u81f380\u7f8e\u5143\/\u6876\u9644\u8fd1\uff0cWTI\u539f\u6cb9\u4ef7\u683c\u4ece65\u7f8e\u5143\/\u6876\u4ee5\u4e0b\u56de\u5347\u81f375\u7f8e\u5143\/\u6876\u4ee5\u4e0a\u3002\u636e\u8def\u900f\u793e\u62a5\u9053\uff0c\u4e0e2\u6708\u4efd\u76f8\u6bd4\uff0c\u6b27\u4f69\u514b3\u6708\u4efd\u7684\u539f\u6cb9\u4ea7\u91cf\u4e0b\u964d\u4e867\u4e07\u6876\/\u5929\u3002<\/li><li><strong>\u83b7\u5f97\u65b0\u9879\u76ee\u3002<\/strong>3\u670830\u65e5\uff0c\u80dc\u79d1\u6d77\u6d0b\u8d62\u5f97\u4e86\u901a\u7528\u7535\u6c14\u53ef\u518d\u751f\u80fd\u6e90\u7535\u7f51\u89e3\u51b3\u65b9\u6848\u6570\u5341\u4ebf\u7f8e\u5143\u7684\u5408\u540c\uff0c\u4e3a\u8377\u5170\u6d77\u4e0a\u98ce\u7535\u573a\u5efa\u9020\u548c\u4ea4\u4ed8\u4e09\u4e2a\u9ad8\u538b\u76f4\u6d41(HVDC)\u7535\u529b\u4f20\u8f93\u7cfb\u7edf\u3002\u8be5\u5408\u540c\u4ef7\u503c60\u4ebf\u6b27\u5143(86.8\u4ebf\u65b0\u5143)\u3002\u5de5\u7a0b\u5c06\u4e8e2024\u5e74\u7b2c\u4e09\u5b63\u5ea6\u5728\u80dc\u79d1\u6d77\u6d0b\u7684\u65b0\u52a0\u5761\u548c\u5cc7\u6de1\u5c9b\u8239\u5382\u5f00\u59cb\u65bd\u5de5\uff0c\u662f\u8be5\u516c\u53f8\u7b2c\u4e09\u4e2a\u9ad8\u538b\u76f4\u6d41\u6d77\u4e0a\u5e73\u53f0\u9879\u76ee\u3002<\/li><li><strong>\u5408\u5e76\u5b8c\u6210\u3002<\/strong>\u80dc\u79d1\u6d77\u4e8b\u5df2\u4e8e2023\u5e742\u670828\u65e5\u5b8c\u6210\u4e0e\u5409\u5b9d\u5cb8\u5916\u53ca\u6d77\u4e8b\u7684\u5408\u5e76\uff0c\u4ea4\u6613\u91d1\u989d\u4e3a45\u4ebf\u65b0\u5143\uff0c\u8ba2\u5355\u603b\u989d\u7ea6\u4e3a180\u4ebf\u65b0\u5143\u3002\u5728\u6cb9\u4ef7\u4e0b\u8dcc\u548c\u5168\u7403\u5411\u53ef\u518d\u751f\u80fd\u6e90\u8f6c\u578b\u7684\u80cc\u666f\u4e0b\uff0c\u9884\u8ba1\u5408\u5e76\u540e\u7684\u96c6\u56e2\u5c06\u66f4\u597d\u5730\u628a\u63e1\u589e\u957f\u673a\u9047\u3002\u901a\u8fc7\u5408\u5e76\uff0c\u6269\u5927\u540e\u7684\u80dc\u79d1\u6d77\u8fd0\u5c06\u4ece\u66f4\u5e7f\u6cdb\u7684\u5730\u7406\u5206\u5e03\u3001\u66f4\u5927\u7684\u7ecf\u8425\u89c4\u6a21\u548c\u66f4\u5f3a\u7684\u80fd\u529b\u4e2d\u83b7\u5f97\u66f4\u5927\u7684\u534f\u540c\u6548\u5e94\u3002<\/li><li><strong>22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u589e\u957f4.6%\uff0c\u4ece\u4e0a\u5e74\u768418.62\u4ebf\u65b0\u5143\u589e\u81f319.47\u4ebf\u65b0\u5143\u3002\u51c0\u4e8f\u635f\u753121\u8d22\u5e74\u768411.71\u4ebf\u65b0\u5143\u4e0b\u964d\u81f3-2.61\u4ebf\u65b0\u5143\uff0c\u540c\u6bd4\u4e0b\u964d78.0%\u3002\u7531\u4e8e22\u8d22\u5e74\u4e0b\u534a\u5e74EBITDA\u4e3a\u6b63\uff0c\u5168\u5e74EBITDA\u4e3a-700\u4e07\u65b0\u5143\uff0c\u8f83\u4e4b\u524d\u7684-10.28\u4ebf\u65b0\u5143\u540c\u6bd4\u4e0b\u964d99%\u3002<\/li><li>\u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a0.0 \/0.4\u65b0\u5206\u3002\u5f6d\u535a(Bloomberg)\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a<strong>0.14\u65b0\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\/04\/word-image-132.png\" alt=\"\" class=\"wp-image-25764\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-132.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-132-300x176.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-132-1024x601.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-132-768x451.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u00a0<\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-25728-_9ctm8ukw9e4m\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-25765\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-133.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-133.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-133-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-25728-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" class=\"wp-image-25766\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-134.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-134.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-134-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-25728-_ootsrja8takg\"><\/a><a id=\"post-25728-_rkfgdx7uirj1\"><\/a><strong>\u666e\u62c9\u8fbe (1913 HK)<\/strong>: \u5962\u4f88\u54c1\u6c38\u4e0d\u8fc7\u65f6<\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a54.5\uff0c\u76ee\u6807\u4ef7\uff1a58.0\uff0c\u6b62\u635f\u4ef7\uff1a52.7<\/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>\u52a0\u5f3a\u751f\u4ea7\u3002<\/strong>\u666e\u62c9\u8fbe\u96c6\u56e2\u8fd1\u65e5\u5ba3\u5e03\uff0c\u8be5\u516c\u53f8\u5c06\u57282023\u5e74\u5e95\u524d\u62db\u8058400\u4eba\uff0c\u4ee5\u52a0\u5f3a\u5176\u5728\u610f\u5927\u5229\u7684\u751f\u4ea7\u80fd\u529b\u548c\u5de5\u827a\u4e13\u957f\u3002\u52a0\u5f3a\u8be5\u516c\u53f8\u7684\u751f\u4ea7\u5c06\u63d0\u9ad8\u7075\u6d3b\u6027\uff0c\u7f29\u77ed\u4e0a\u5e02\u65f6\u95f4\uff0c\u52a0\u5f3a\u5176\u5185\u90e8\u7269\u6d41\u6d41\u7a0b\uff0c\u8be5\u6d41\u7a0b\u5df2\u7ecf\u5305\u62ec\u5bf9\u539f\u6750\u6599\u548c\u6210\u54c1\u7684\u8d28\u91cf\u68c0\u67e5\u3002\u8fd9\u5efa\u7acb\u5728\u666e\u62c9\u8fbe\u96c6\u56e2\u5bf9\u5176\u4f9b\u5e94\u94fe\u6301\u7eed\u6295\u8d44\u7684\u57fa\u7840\u4e0a\uff0c\u8fd9\u662f\u8be5\u96c6\u56e2\u57282021\u5e74\u5e95\u7684\u8d44\u672c\u5e02\u573a\u65e5\u9996\u6b21\u5ba3\u5e03\u7684\u6218\u7565\u3002<\/li><li><strong>\u52a0\u5f3a\u8425\u9500\u4f19\u4f34\u5173\u7cfb\u3002<\/strong>\u666e\u62c9\u8fbe\u96c6\u56e2\u6700\u8fd1\u5ba3\u5e03\uff0c\u8be5\u516c\u53f8\u5c06\u4e0eAdobe\u5408\u4f5c\uff0c\u4ee5\u63d0\u5347\u6240\u6709\u6570\u5b57\u548c\u5b9e\u4f53\u96f6\u552e\u7269\u4e1a\u7684\u5ba2\u6237\u4f53\u9a8c\u3002\u6b64\u6b21\u5408\u4f5c\u6d89\u53ca\u666e\u62c9\u8fbe\u96c6\u56e2\u65d7\u4e0b\u54c1\u724c\uff0c\u5305\u62ec\u666e\u62c9\u8fbe\u3001Miu Miu\u3001Church\u2019s\u3001Car Shoe\u3001Pasticceria Marchesi\u548cLuna Rossa\u3002\u8be5\u516c\u53f8\u5c06\u80fd\u591f\u7ed3\u5408\u5927\u91cf\u73b0\u6709\u6570\u636e\uff0c\u521b\u5efa\u7edf\u4e00\u7684\u5ba2\u6237\u6863\u6848\uff0c\u5e76\u901a\u8fc7\u4efb\u4f55\u6e20\u9053\u5b9e\u65f6\u5411\u5ba2\u6237\u63d0\u4f9b\u4e2a\u6027\u5316\u4f53\u9a8c\u3002\u9009\u62e9\u52a0\u5165\u7684\u5ba2\u6237\u5c06\u4f7f\u9500\u552e\u52a9\u7406\u77e5\u9053\u4ed6\u4eec\u4f55\u65f6\u8bbf\u95ee\u5546\u5e97\u4ee5\u53ca\u4ed6\u4eec\u7684\u504f\u597d\uff0c\u76ee\u6807\u662f\u63d0\u4f9b\u66f4\u4e30\u5bcc\u7684\u4e2a\u6027\u5316\u4f53\u9a8c\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>22\u8d22\u5e74\u4e1a\u7ee9\u3002<\/strong>22\u8d22\u5e74\u8425\u6536\u4e3a42\u4ebf\u6b27\u5143\uff0c\u540c\u6bd4\u589e\u957f21%\u3002\u96f6\u552e\u989d\u540c\u6bd4\u589e\u957f24%\uff0c\u81f337\u4ebf\u6b27\u5143\u3002<\/li><li>\u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a\u540c\u6bd423.6%\/16.1%\uff0c\u5bf9\u5e9428.6\u500d\/24.6\u500d\u7684\u8fdc\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a35.3\u500d\u3002\u5f6d\u535a(Bloomberg)\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a<strong>62.24\u6e2f\u5143\u3002<\/strong><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"938\" height=\"722\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/chart-description-automatically-generated.png\" alt=\"Chart\n\nDescription automatically generated\" class=\"wp-image-25767\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/chart-description-automatically-generated.png 938w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/chart-description-automatically-generated-300x231.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/chart-description-automatically-generated-768x591.png 768w\" sizes=\"(max-width: 938px) 100vw, 938px\" \/><\/figure>\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-25728-_pxc2fm1xtn57\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-25768\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-135.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-135.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-135-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-25728-_czxl54jtf51c\"><\/a><a id=\"post-25728-_xhcpe12biorw\"><\/a><strong>\u91d1\u6c99\u4e2d\u56fd (1928 HK)\uff1a\u5047\u671f\u6109\u5feb<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a27.1\uff0c\u76ee\u6807\u4ef7\uff1a29.7\uff0c\u6b62\u635f\u4ef7\uff1a25.8<\/strong><\/li><li>\u91d1\u6c99\u4e2d\u56fd\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u5728\u6fb3\u95e8\u4ece\u4e8b\u5f00\u53d1\u53ca\u7ecf\u8425\u7efc\u5408\u5ea6\u5047\u6751\u4e1a\u52a1\u7684\u6295\u8d44\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u7ecf\u8425\u591a\u5730\u4e1a\u52a1\uff0c\u5305\u62ec\u535a\u5f69\u533a\u3001\u4f1a\u8bae\u573a\u5730\u3001\u8fdb\u884c\u5927\u578b\u4f1a\u8bae\u53ca\u5c55\u89c8\u7684\u4f1a\u5802\u3001\u96f6\u552e\u53ca\u9910\u996e\u5730\u70b9\u548c\u6587\u5a31\u573a\u6240\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u516d\u4e2a\u4e1a\u52a1\u90e8\u95e8\u8fd0\u8425\uff1a\u6fb3\u95e8\u5a01\u5c3c\u65af\u4eba\u90e8\u95e8\u3001\u91d1\u6c99\u57ce\u4e2d\u5fc3\u90e8\u95e8\u3001\u6fb3\u95e8\u767e\u5229\u5bab\u90e8\u95e8\u3001\u6fb3\u95e8\u91d1\u6c99\u90e8\u95e8\u3001\u6e21\u8f6e\u53ca\u5176\u4ed6\u4e1a\u52a1\u90e8\u95e8\u548c\u6fb3\u95e8\u5df4\u9ece\u4eba\u90e8\u95e8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u5176\u5b50\u516c\u53f8\u8fd8\u4ece\u4e8b\u63d0\u4f9b\u9ad8\u901f\u6e21\u8f6e\u8fd0\u8f93\u670d\u52a1\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u7684\u5b50\u516c\u53f8\u5305\u62ec\u91d1\u5149\u6e21\u8f6e\u6709\u9650\u516c\u53f8\u3001\u516c\u5bd3\u9152\u5e97\uff08\u6fb3\u95e8\uff09\u80a1\u4efd\u6709\u9650\u516c\u53f8\u548c\u5730\u6bb5\u53d1\u5c55\u6709\u9650\u516c\u53f8\u3002<\/li><li><strong>\u6fb3\u95e8\u535a\u5f69\u4e1a\u6536\u5165\u731b\u589e\u3002<\/strong>\u6fb3\u95e8\u535a\u5f69\u76d1\u5bdf\u534f\u8c03\u5c40\u516c\u5e03\u7684\u6570\u636e\u663e\u793a\uff0c\u6fb3\u95e8\u535a\u5f69\u4e1a\u6536\u5165\u540c\u6bd4\u589e\u957f247%\uff0c\u81f316\u4ebf\u7f8e\u5143\u3002\u867d\u71363\u6708\u4efd\u7684\u6536\u5165\u73af\u6bd4\u589e\u957f\u4e8623%\uff0c\u4f46\u4ecd\u6bd42019\u5e74\u4e0b\u964d\u4e8651%\u3002<\/li><li><strong>\u5373\u5c06\u5230\u6765\u7684\u5047\u671f\u3002<\/strong>\u968f\u7740\u5373\u5c06\u5230\u6765\u76845\u5929\u201c\u4e94\u4e00\u201d\u5047\u671f\uff0c\u4e2d\u56fd\u65c5\u6e38\u4e1a\u9884\u8ba1\u5c06\u8fce\u6765\u66f4\u9ad8\u7684\u6c34\u5e73\u3002\u4eca\u5e74\u201c\u4e94\u4e00\u201d\u671f\u95f4\u56fd\u5185\u65c5\u6e38\u9884\u8ba2\u91cf\u540c\u6bd4\u589e\u957f150%\uff0c\u51fa\u5883\u6e38\u9884\u8ba2\u91cf\u540c\u6bd4\u589e\u957f\u8fd117\u500d\u3002<\/li><li><strong>\u6e38\u5ba2\u4eba\u6570\u589e\u52a0\u3002<\/strong>2023\u5e742\u6708\uff0c\u6fb3\u95e8\u6e38\u5ba2\u4eba\u6570\u540c\u6bd4\u589e\u957f143.1%\uff0c\u81f31,593,743\u4eba\uff0c\u524d\u4e00\u4e2a\u6708\u540c\u6bd4\u589e\u957f103.1%\u3002\u65c5\u6e38\u4e1a\u7684\u589e\u957f\u9884\u8ba1\u5c06\u63a8\u52a8\u91d1\u6c99\u4e2d\u56fd\u5728\u6b64\u671f\u95f4\u7684\u6536\u5165\u589e\u957f\u3002<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6fb3\u95e8\u76845\u5e74\u65c5\u5ba2\u91cf<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1276\" height=\"740\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-136.png\" alt=\"\" class=\"wp-image-25769\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-136.png 1276w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-136-300x174.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-136-1024x594.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-136-768x445.png 768w\" sizes=\"(max-width: 1276px) 100vw, 1276px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">(Source: Bloomberg)<\/p>\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\/04\/word-image-137.png\" alt=\"\" class=\"wp-image-25770\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-137.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-137-300x176.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-137-1024x601.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-137-768x451.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-138.png\" alt=\"\" class=\"wp-image-25771\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-138.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-138-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-25728-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" class=\"wp-image-25772\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-139.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-139.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-139-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-139-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-25728-_5lsmjv61ker1\"><\/a><a id=\"post-25728-_tuw0oyscx89e\"><\/a><strong>\u4f18\u6b65\u79d1\u6280 (UBER US)\uff1a\u626d\u4e8f\u4e3a\u76c8\u4e4b\u5e74<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\u4ef7\uff1a30.8\uff0c\u76ee\u6807\u4ef7\uff1a34.8\uff0c\u6b62\u635f\u4ef7\uff1a28.8<\/strong><\/li><li>\u516c\u53f8\u5728\u7f8e\u56fd\u3001\u52a0\u62ff\u5927\u3001\u62c9\u4e01\u7f8e\u6d32\u3001\u6b27\u6d32\u3001\u4e2d\u4e1c\u3001\u975e\u6d32\u548c\u4e9a\u6d32(\u4e0d\u5305\u62ec\u4e2d\u56fd\u548c\u4e1c\u5357\u4e9a)\u5f00\u53d1\u548c\u8fd0\u8425\u4e13\u6709\u6280\u672f\u5e94\u7528\u3002\u5b83\u901a\u8fc7\u4e09\u4e2a\u90e8\u5206\u8fd0\u4f5c:\u79fb\u52a8\u3001\u4ea4\u4ed8\u548c\u8d27\u8fd0\u3002<\/li><li><strong>\u79fb\u52a8\u4e1a\u52a1\u6269\u5f20\u3002<\/strong>\u8be5\u516c\u53f8\u6700\u8fd1\u5ba3\u5e03\uff0c\u5c06\u4e0e\u5df4\u897f\u5171\u4eab\u5355\u8f66\u516c\u53f8Tembici\u5408\u4f5c\uff0c\u5728\u62c9\u4e01\u7f8e\u6d32\u7684\u5e94\u7528\u7a0b\u5e8f\u4e0a\u751f\u4ea7\u7535\u52a8\u81ea\u884c\u8f66\u548c\u666e\u901a\u81ea\u884c\u8f66\u3002\u4f18\u6b65\u9884\u8ba1\uff0c\u52302023\u5e74\u5e95\uff0c\u62c9\u4e01\u7f8e\u6d32\u5c06\u6295\u51653\u4e07\u8f86\u81ea\u884c\u8f66\uff0c\u5176\u4e2d\u4e09\u5206\u4e4b\u4e00\u662f\u7535\u52a8\u81ea\u884c\u8f66\u3002<\/li><li><strong>\u4e1a\u52a1\u6b63\u8fdb\u884c\u91cd\u7ec4\u3002<\/strong>\u6b64\u524d\u6709\u62a5\u9053\u79f0\uff0c\u4f18\u6b65\u8003\u8651\u5206\u62c6\u5176\u8d27\u8fd0\u7269\u6d41\u90e8\u95e8\u3002\u5c06\u8d27\u8fd0\u4e1a\u52a1\u4e0a\u5e02\u7684\u53ef\u80fd\u6027\u66f4\u5927\uff0c\u800c\u4e0d\u662f\u51fa\u552e\u7ed9\u540c\u884c\u3002\u53e6\u4e00\u65b9\u9762\uff0c\u8be5\u516c\u53f8\u8fd8\u8ba1\u5212\u4ece\u4f18\u6b65\u5916\u5356\u4e2d\u79fb\u96645,000\u4e2a\u865a\u62df\u54c1\u724c\u3002\u636e\u4e3b\u6d41\u5a92\u4f53\u62a5\u9053\uff0c\u8fd9\u4e9b\u865a\u62df\u54c1\u724c\u662f\u6ca1\u6709\u5b9e\u4f53\u5e97\u7684\u5916\u5356\u4e1a\u52a1\uff0c\u5360\u4f18\u6b65\u5728\u7f8e\u56fd\u548c\u52a0\u62ff\u5927\u5e97\u9762\u76848%\u4ee5\u4e0a\uff0c\u4f46\u5360\u9884\u5b9a\u91cf\u7684\u4e0d\u52302%\u3002<\/li><li><strong>\u4e3a\u7ecf\u6d4e\u8870\u9000\u505a\u597d\u51c6\u5907\u3002<\/strong>\u4e0a\u8ff0\u884c\u52a8\u8868\u660e\uff0c\u516c\u53f8\u6b63\u5728\u4e3a\u5373\u5c06\u5230\u6765\u7684\u7ecf\u6d4e\u8870\u9000\u505a\u51c6\u5907\u3002\u65e0\u8bba\u662f\u5171\u4eab\u5355\u8f66\u7684\u53d1\u5c55\uff0c\u8fd8\u662f\u6f5c\u5728\u7684\u5206\u62c6\uff0c\u90fd\u53ef\u4ee5\u770b\u4f5c\u662f\u4e00\u79cd\u50a8\u5907\u8d44\u672c\u7684\u65b9\u5f0f\uff0c\u800c\u53bb\u9664\u865a\u62df\u54c1\u724c\u5219\u662f\u4e3a\u4e86\u4f18\u5316\u8fd0\u8425\u6210\u672c\u3002<\/li><li><strong>22\u5e74\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u8d85\u8fc7\u9884\u671f\u3002<\/strong>22\u5e74\u7b2c\u56db\u5b63\u5ea6\u8425\u6536\u540c\u6bd4\u589e\u957f48.8%\uff0c\u8fbe\u523086\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f9,000\u4e07\u7f8e\u5143\u300222\u5e74\u7b2c\u56db\u5b63\u5ea6GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.45\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.29\u7f8e\u5143\u3002\u603b\u9884\u8ba2\u91cf\u540c\u6bd4\u589e\u957f19%\uff0c\u6309\u56fa\u5b9a\u6c47\u7387\u8ba1\u7b97\u540c\u6bd4\u589e\u957f26%\u3002\u516c\u53f8\u9884\u8ba123\u5e74\u7b2c\u4e00\u5b63\u5ea6\u6309\u56fa\u5b9a\u6c47\u7387\u8ba1\u7b97\u603b\u9884\u8ba2\u91cf\u540c\u6bd4\u589e\u957f20%-24%\u3002<\/li><li>\u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a0.31\u7f8e\u5143\/ 1.11\u7f8e\u5143\uff0c\u800c22\u8d22\u5e74\u4e3a\u4e8f\u635f4.65\u7f8e\u5143\u3002\u5f6d\u535a\u793e\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a<strong>48.56\u7f8e\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\/04\/word-image-140.png\" alt=\"\" class=\"wp-image-25773\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-140.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-140-300x176.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-140-1024x601.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-140-768x451.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-25728-_cecqdj6be027\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-25774\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-141.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-141.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-141-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-25728-_pow0m9a8tj32\"><\/a><strong>\u4f0a\u683c\u5c14\u77ff\u4e1a (AEM US): \u9ec4\u91d1\u518d\u6b21\u4e0a\u5347<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\u4ef7\uff1a51.0\uff0c\u76ee\u6807\u4ef7\uff1a59.0\uff0c\u6b62\u635f\u4ef7\uff1a47.0<\/strong><\/li><li>\u4f0a\u683c\u5c14\u77ff\u4e1a\u5728\u52a0\u62ff\u5927\u3001\u6fb3\u5927\u5229\u4e9a\u3001\u58a8\u897f\u54e5\u548c\u82ac\u5170\u4ece\u4e8b\u77ff\u4ea7\u7684\u52d8\u63a2\u3001\u5f00\u53d1\u548c\u751f\u4ea7\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u751f\u4ea7\u548c\u9500\u552e\u91d1\u77ff\uff0c\u4e5f\u52d8\u63a2\u94f6\u3001\u950c\u548c\u94dc\u77ff\u3002<\/li><li><strong>\u8d27\u5e01\u7cfb\u7edf\u5931\u7075\u3002<\/strong>\u7f8e\u56fd\u548c\u6b27\u6d32\u7684\u7f8e\u5206\u94f6\u884c\u5371\u673a\u662f\u7531\u4e8e\u6d41\u52a8\u6027\u62c5\u5fe7\u5bfc\u81f4\u94f6\u884c\u6324\u5151\u3002\u5c3d\u7ba1\u5404\u56fd\u592e\u884c\u7acb\u5373\u4f5c\u51fa\u53cd\u5e94\uff0c\u63d0\u4f9b\u6d41\u52a8\u6027\uff0c\u4f46\u95ee\u9898\u5e76\u672a\u5f97\u5230\u89e3\u51b3\u3002\u73b0\u5728\uff0c\u7ecf\u6d4e\u548c\u5e02\u573a\u90fd\u5728\u906d\u53d7\u6570\u5341\u5e74\u5ec9\u4ef7\u4fe1\u8d37\u7684\u53cd\u4f5c\u7528\u3002\u4e2d\u592e\u94f6\u884c\u6b63\u9762\u4e34\u7740\u4e00\u4e2a\u4e24\u96be\u7684\u9009\u62e9\uff0c\u662f\u7ee7\u7eed\u52a0\u606f\u4ee5\u51b7\u5374\u901a\u8d27\u81a8\u80c0\uff0c\u8fd8\u662f\u6682\u505c\/\u505c\u6b62\u52a0\u606f\u4ee5\u7ef4\u6301\u91d1\u878d\u7a33\u5b9a\u3002\u4e2d\u592e\u94f6\u884c\u7684\u4fe1\u8a89\u53d7\u5230\u8d28\u7591\uff0c\u6295\u8d44\u8005\u4fe1\u5fc3\u9010\u6e10\u51cf\u5f31\u3002\u5728\u8fd9\u6837\u7684\u80cc\u666f\u4e0b\uff0c\u9ec4\u91d1\u5927\u653e\u5f02\u5f69\u3002<\/li><li><strong>\u5404\u56fd\u592e\u884c\u6b63\u5728\u589e\u52a0\u9ec4\u91d1\u50a8\u5907\u3002<\/strong>\u636e\u5f6d\u535a\u793e\u62a5\u9053\uff0c\u4e2d\u56fd\u4eba\u6c11\u94f6\u884c\u57282022\u5e7412\u6708\u5c06\u5176\u9ec4\u91d1\u6301\u6709\u91cf\u589e\u52a0\u4e8630\u5428\uff0c\u622a\u81f32023\u5e741\u6708\uff0c\u4e2d\u56fd\u592e\u884c\u6301\u6709\u7684\u9ec4\u91d1\u50a8\u5907\u603b\u91cf\u4e3a2010\u5428\u3002\u622a\u81f32022\u5e742\u6708\uff0c\u4fc4\u7f57\u65af\u7684\u9ec4\u91d1\u50a8\u5907\u589e\u52a0\u4e86100\u4e07\u76ce\u53f8\uff0c\u81f37490\u4e07\u76ce\u53f8\u30021\u6708\u5e95\uff0c\u65b0\u52a0\u5761\u91d1\u878d\u7ba1\u7406\u5c40\u7684\u9ec4\u91d1\u50a8\u5907\u589e\u81f3640\u4e07\u76ce\u53f8\uff0c\u9ad8\u4e8e\u4e00\u4e2a\u6708\u524d\u7684490\u4e07\u76ce\u53f8\u3002<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7f8e\u8054\u50a8\u52a0\u606f25\u4e2a\u57fa\u70b9\u3002\u5e02\u573a\u9884\u671f\u7f8e\u8054\u50a8\u4e0d\u518d\u52a0\u606f\u5e76\u57282023\u5e74\u4e0b\u534a\u5e74\u5f00\u59cb\u964d\u606f\u3002<\/strong> <img loading=\"lazy\" decoding=\"async\" width=\"808\" height=\"693\" class=\"wp-image-25775\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-142.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-142.png 808w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-142-300x257.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-142-768x659.png 768w\" sizes=\"(max-width: 808px) 100vw, 808px\" \/><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>2023\u5e74\u9ec4\u91d1\u4ef7\u683c\u524d\u666f\u66f4\u597d\u3002<\/strong>2023\u5e74\u9ec4\u91d1\u4ef7\u683c\u524d\u666f\u66f4\u597d\u3002\u5f71\u54cd\u9ec4\u91d1\u4ef7\u683c\u7684\u56e0\u7d20\u6709\u5f88\u591a\uff0c\u5176\u4e2d\u6700\u5173\u952e\u7684\u662f\u7f8e\u5143\u8d70\u52bf\u548c\u5168\u7403\u5730\u7f18\u653f\u6cbb\u98ce\u9669\u3002\u7531\u4e8e\u901a\u80c0\u4e00\u76f4\u5728\u4e0b\u964d\uff0c\u5e02\u573a\u666e\u904d\u9884\u671f\u7f8e\u5143\u5728\u53bb\u5e74\u89c1\u9876\u3002\u5c3d\u7ba1\u6700\u8fd1\u7684\u5b8f\u89c2\u6570\u636e\uff0c\u5982CPI\u548c\u6838\u5fc3\u4e2a\u4eba\u6d88\u8d39\u4ef7\u683c\u663e\u793a\uff0c\u6574\u4f53\u4ef7\u683c\u6b63\u5728\u4e0b\u964d\u3002\u7f8e\u56fd\u5c31\u4e1a\u5e02\u573a\u5f00\u59cb\u51fa\u73b0\u4e00\u4e9b\u75b2\u8f6f\uff0c2\u6708\u4efd\u5931\u4e1a\u7387\u4e0a\u5347\u81f33.6%\u3002\u5e02\u573a\u9884\u8ba1\u7f8e\u8054\u50a8\u5c06\u572823\u5e74\u4e0b\u534a\u5e74\u964d\u606f\u3002\u53e6\u4e00\u65b9\u9762\uff0c\u5730\u7f18\u653f\u6cbb\u5c40\u52bf\u4ecd\u7136\u9ad8\u5ea6\u7d27\u5f20\uff0c\u5e76\u53ef\u80fd\u968f\u7740\u4e2d\u7f8e\u5bf9\u6297\u7684\u9891\u7e41\u800c\u968f\u65f6\u5347\u7ea7\u3002\u9ec4\u91d1\u662f\u53e4\u8001\u7684\u5b89\u5168\u907f\u98ce\u6e2f\u3002<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9ec4\u91d1\u4ef7\u683c\u53ca\u7f8e\u5143\u6307\u6570\u8d70\u52bf<\/strong><\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><img loading=\"lazy\" decoding=\"async\" width=\"1276\" height=\"740\" class=\"wp-image-25776\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-143.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-143.png 1276w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-143-300x174.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-143-1024x594.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-143-768x445.png 768w\" sizes=\"(max-width: 1276px) 100vw, 1276px\" \/> (Source: Bloomberg)<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>23\u5e74\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u559c\u5fe7\u53c2\u534a\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u589e\u957f45%\uff0c\u8fbe\u523013.8\u4ebf\u7f8e\u5143\uff0c\u4f4e\u4e8e\u9884\u671f4,000\u4e07\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.4\u7f8e\u5143\uff0c\u7b26\u5408\u9884\u671f\u3002\u8be5\u516c\u53f8\u6307\u5f152023\u5e74\u9ec4\u91d1\u4ea7\u91cf\u4e3a324\u4e07\u81f3344\u4e07\u76ce\u53f8\uff0c\u603b\u73b0\u91d1\u6210\u672c\u548c\u5168\u90e8\u6301\u7eed\u6210\u672c\u9884\u8ba1\u5206\u522b\u4e3a840- 890\u7f8e\u5143\/\u76ce\u53f8\u548c1,140 \u2013 1,190\u7f8e\u5143\/\u76ce\u53f8\u3002<\/li><li>\u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a-8.9%\/18.6%\uff0c\u5bf9\u5e9428.8\u500d\/24.3\u500d\u7684\u8fdc\u671f\u5e02\u76c8\u7387\u3002\u5f6d\u535a\u793e\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a<strong>59.83\u7f8e\u5143\u3002<\/strong><\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4f0a\u683c\u5c14\u77ff\u4e1a\u53ca\u91d1\u4ef7<\/strong><\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><img loading=\"lazy\" decoding=\"async\" width=\"1194\" height=\"659\" class=\"wp-image-25777\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-144.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-144.png 1194w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-144-300x166.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-144-1024x565.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-144-768x424.png 768w\" sizes=\"(max-width: 1194px) 100vw, 1194px\" \/> (Source: Bloomberg)<\/p>\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\/04\/word-image-145.png\" alt=\"\" class=\"wp-image-25778\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-145.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-145-300x176.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-145-1024x601.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-145-768x451.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<p class=\"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-25728-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-25779\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-146.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-146.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-146-300x64.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\/04\/word-image-147.png\" alt=\"\" class=\"wp-image-25780\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-147.png 829w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-147-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-147-768x96.png 768w\" sizes=\"(max-width: 829px) 100vw, 829px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-25728-_fginbsn8cd1z\"><\/a><a id=\"post-25728-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1156\" height=\"628\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-148.png\" alt=\"\" class=\"wp-image-25781\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-148.png 1156w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-148-300x163.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-148-1024x556.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-148-768x417.png 768w\" sizes=\"(max-width: 1156px) 100vw, 1156px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td>\n<p><strong>News Feed<\/strong><\/p>\n<\/td><\/tr><tr><td>\n<p>1. <a href=\"https:\/\/www.reuters.com\/markets\/us\/futures-muted-focus-shifts-jobs-data-amid-recession-fears-2023-04-06\/\">Wall Street ends higher as investors eye upcoming jobs data<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>2. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2023-04-06\/fed-s-emergency-loans-to-banks-decline-to-149-billion?srnd=economics-v2&leadSource=uverify%20wall\">Fed\u2019s Emergency Loans to Banks Fall, But Remain High<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>3. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2023-04-07\/treasuries-set-for-a-super-sized-jobs-reaction-on-good-friday?srnd=premium&leadSource=uverify%20wall\">Treasuries Set for a Super-Sized Jobs Reaction on Good Friday<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>4. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2023-04-06\/bond-traders-still-see-inflation-ebbing-as-recession-fear-mounts?srnd=premium&leadSource=uverify%20wall\">Bond Traders Still See Inflation Ebbing as Recession Fear Mounts<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>5. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2023-04-07\/global-food-costs-mark-one-year-of-drops-at-odds-with-inflation?srnd=economics-v2&leadSource=uverify%20wall\">Global Food Costs Mark One Year of Drops, at Odds With Inflation<\/a><\/p>\n<\/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\/04\/word-image-149.png\" alt=\"\" class=\"wp-image-25782\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-149.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-149-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-25728-_qqv3rtx8nazp\"><\/a><a id=\"post-25728-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1277\" height=\"691\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-150.png\" alt=\"\" class=\"wp-image-25783\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-150.png 1277w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-150-300x162.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-150-1024x554.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-150-768x416.png 768w\" sizes=\"(max-width: 1277px) 100vw, 1277px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td>\n<p><strong>News Feed<\/strong><\/p>\n<\/td><\/tr><tr><td>\n<p>1. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/china-deploys-warships-near-taiwan-after-tsai-mccarthy-meeting\">China deploys warships near Taiwan after Tsai-McCarthy meeting<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>2. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/china-march-services-activity-accelerates-new-orders-caixin-pmi\">China March services activity accelerates on new orders: Caixin PMI<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>3. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/global\/macau-casinos-shut-thousands-hotel-rooms-amid-labour-crunch\">Macau casinos shut thousands of hotel rooms amid labour crunch<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>4. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2023-03-31\/hong-kong-retail-sales-surge-most-since-2010-as-tourists-return?leadSource=uverify%20wall\">Hong Kong Retail Sales Surge Most Since 2010 as Tourists Return<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>5. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/iran-oil-snapped-chinese-private-refiners-market-shifts\">Iran oil snapped up by Chinese private refiners as market shifts<\/a><\/p>\n<\/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\/04\/word-image-151.png\" alt=\"\" class=\"wp-image-25784\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-151.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-151-300x64.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\/04\/word-image-152.png\" alt=\"\" class=\"wp-image-25785\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-152.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-152-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Take profit on Shandong Gold (1787 HK) at HK$17.0 and Northrop Grumman (NOC US) at US$470.4. Cut loss on Datadog (DDOG US) at US$65.0.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"425\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-153.png\" alt=\"\" class=\"wp-image-25786\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-153.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-153-300x135.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/04\/word-image-153-768x346.png 768w\" sizes=\"(max-width: 943px) 100vw, 943px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\">^ Back To Top<\/a> <\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><a href=\"https:\/\/t.me\/kgisg\"><img loading=\"lazy\" decoding=\"async\" width=\"520\" height=\"142\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/06\/word-image-433.png\" alt=\"\" class=\"wp-image-17077\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/06\/word-image-433.png 520w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/06\/word-image-433-300x82.png 300w\" sizes=\"(max-width: 520px) 100vw, 520px\" \/><\/a><\/figure><\/div>\n\n\n\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 \u5e03\u7c73\u8fbe\u9a6c\u519c\u4e1a (BAL SP)\uff1a\u68d5\u6988\u6cb9\u5728\u53cd\u5f39 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.61\uff0c\u76ee\u6807\u4ef7\uff1a0.65\uff0c\u6b62\u635f\u4ef7\uff1a0.59 \u516c\u53f8\u662f\u4e00\u5bb6\u5370\u5c3c\u7684\u7c97\u68d5\u6988\u6cb9\u548c\u68d5\u6988\u4ec1\u751f\u4ea7\u5546\uff0c\u5728\u5370\u5ea6\u5c3c\u897f\u4e9a\u7684\u4e09\u4e2a\u7701\u4efd\uff0c\u52a0\u91cc\u66fc\u4e39\u4e2d\u90e8\u3001\u897f\u52a0\u91cc\u66fc\u4e39\u548c\u5ed6\u5185\uff0c\u62e5\u6709\u6cb9\u68d5\u79cd\u690d\u56ed\u548c\u5de5\u5382\u3002\u5176\u4e3b\u8981\u7ecf\u8425\u6d3b\u52a8\u662f\u79cd\u690d\u548c\u6536\u83b7\u6cb9\u68d5\u6811\uff0c\u4ece\u5176\u6cb9\u68d5\u79cd\u690d\u56ed\u3001\u539f\u6d46\u79cd\u690d\u56ed\u548c\u7b2c\u4e09\u65b9\u52a0\u5de5\u5382\u5c06\u65b0\u9c9c\u7684\u68d5\u6988\u679c\u5b9e\u5236\u4f5c\u6210\u7c97\u68d5\u6988\u6cb9\u548c\u68d5\u6988\u4ec1\uff0c\u5e76\u540c\u65f6\u9500\u552e\u7c97\u68d5\u6988\u6cb9\u548c\u68d5\u6988\u4ec1\u3002 \u68d5\u6988\u6cb9\u4ef7\u683c\u3002\u9a6c\u6765\u897f\u4e9a\u68d5\u6988\u6cb9\u671f\u8d27\u4ea4\u6613\u4ef7\u683c\u8dcc\u7834\u6bcf\u54283,900\u4ee4\u5409\u5173\u53e3\uff0c\u8f83\u8fd1\u4e09\u5468\u9ad8\u70b9\u7ea64,000\u4ee4\u5409\u6709\u6240\u56de\u843d\uff0c\u56e0\u4ee4\u5409\u8d70\u5f3a\u4fc3\u4f7f\u6295\u8d44\u8005\u5e73\u4ed3\u90e8\u5206\u591a\u5934\u5934\u5bf8\u3002\u68d5\u6988\u6cb9\u4ef7\u683c\u4ecd\u7136\u53d7\u5230\u4ea7\u91cf\u4e0b\u964d\u548c\u5e93\u5b58\u51cf\u5c11\u524d\u666f\u7684\u652f\u6491\u3002\u66b4\u96e8\u3001\u6d2a\u6c34\u548c\u8001\u6811\u53ef\u80fd\u4f1a\u5c06\u9a6c\u6765\u897f\u4e9a\u7684\u4ea7\u91cf\u589e\u957f\u9650\u5236\u57282023\u5e74\u76843%\u4ee5\u4e0b\u3002\u6b64\u5916\uff0c\u9a6c\u6765\u897f\u4e9a3\u6708\u4efd\u5e93\u5b58\u53ef\u80fd\u51fa\u73b0\u4e24\u5e74\u591a\u6765\u6700\u5927\u8dcc\u5e45\uff0c\u8dcc\u7834200\u4e07\u5428\u6c34\u5e73\uff0c\u539f\u56e0\u662f\u51fa\u53e3\u98d9\u5347\uff0c\u800c\u751f\u4ea7\u4f9d\u7136\u4f4e\u8ff7\u3002\u636e\u62a5\u9053\uff0c\u9a6c\u6765\u897f\u4e9a\u5bf9\u5370\u5ea6\u3001\u4e2d\u56fd\u3001\u6b27\u76df\u548c\u975e\u6d32\u7684\u51fa\u53e3\u6709\u6240\u589e\u52a0\u3002\u9a6c\u6765\u897f\u4e9a\u8fd8\u53d7\u76ca\u4e8e\u5370\u5c3c\u5728\u658b\u6708\u548c\u5f00\u658b\u8282\u7ed3\u675f\u524d\u9650\u5236\u51fa\u53e3\u4ee5\u652f\u6301\u56fd\u5185\u9700\u6c42\u7684\u4e3e\u63aa\u3002 \u68d5\u6988\u6cb9\u4ef7\u683c\u8d70\u52bf (Source: Bloomberg) \u68d5\u6988\u6cb9\u7684\u7a33\u5b9a\u30024\u67081\u65e5\uff0c\u9a6c\u6765\u897f\u4e9a\u68d5\u6988\u6cb9\u5c40 (MPOB) \u4e0e\u4e2d\u56fd\u98df\u54c1\u3001\u672c\u5730\u4ea7\u54c1\u548c\u52a8\u7269\u526f\u4ea7\u54c1\u8fdb\u51fa\u53e3\u5546\u4f1a (CFNA) \u5728\u5317\u4eac\u7b7e\u7f72\u4e86\u4e00\u4efd\u8c05\u89e3\u5907\u5fd8\u5f55\uff0c\u4ee5\u52a0\u5f3a\u4e24\u56fd\u5728\u68d5\u6988\u6cb9\u9886\u57df\u7684\u8d38\u6613\u4e0e\u5408\u4f5c\u3002\u8c05\u89e3\u5907\u5fd8\u5f55\u5305\u62ec\u4fc3\u8fdb\u68d5\u6988\u6cb9\u4f9b\u5e94\u94fe\u7684\u7a33\u5b9a\uff0c\u4fc3\u8fdb\u65b0\u6280\u672f\u7684\u63a2\u7d22\u548c\u5b9e\u65bd\uff0c\u4ee5\u53ca\u4fc3\u8fdb\u4e2d\u56fd\u53c2\u4e0e\u9a6c\u6765\u897f\u4e9a\u6cb9\u68d5\u751f\u4ea7\u673a\u68b0\u5316\u3002\u4e2d\u56fd\u662f\u9a6c\u6765\u897f\u4e9a\u68d5\u6988\u6cb9\u548c\u68d5\u6988\u6cb9\u4ea7\u54c1\u7684\u7b2c\u4e8c\u5927\u8d38\u6613\u4f19\u4f34\uff0c2022\u5e74\u51fa\u53e3\u989d\u8fbe148.6\u4ebf\u4ee4\u5409\u3002\u8be5\u8c05\u89e3\u5907\u5fd8\u5f55\u65e8\u5728\u589e\u5f3a\u4e2d\u56fd\u5bf9\u9a6c\u6765\u897f\u4e9a\u68d5\u6988\u6cb9\u7684\u4fe1\u5fc3\uff0c\u5e76\u786e\u4fdd\u5176\u5728\u4e2d\u56fd\u5e02\u573a\u7684\u5730\u4f4d\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f29%\uff0c\u4ece\u4e0a\u5e74\u768412,2490\u4ebf\u5370\u5c3c\u76fe\u589e\u957f\u81f315,829\u4ebf\u5370\u5c3c\u76fe\u3002\u5c3d\u7ba122\u5e74\u4e0b\u534a\u5e74\u51c0\u5229\u6da6\u6709\u6240\u4e0b\u964d\uff0c\u4f4622\u8d22\u5e74\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f67%\uff0c\u4ece21\u8d22\u5e74\u76841.8020\u4e07\u4ebf\u5370\u5c3c\u76fe\u589e\u957f\u81f33.03\u4e07\u4ebf\u5370\u5c3c\u76fe\u300222\u8d22\u5e74EBITDA\u4e3a5.6860\u4ebf\u5370\u5c3c\u76fe\uff0c\u8f83\u4e4b\u524d\u76843.4980\u4ebf\u5370\u5c3c\u76fe\u540c\u6bd4\u589e\u957f63%\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f4.6%\uff0c\u4ece\u4e0a\u5e74\u768418.62\u4ebf\u65b0\u5143\u589e\u81f319.47\u4ebf\u65b0\u5143\u3002\u51c0\u4e8f\u635f\u753121\u8d22\u5e74\u768411.71\u4ebf\u65b0\u5143\u4e0b\u964d\u81f3-2.61\u4ebf\u65b0\u5143\uff0c\u540c\u6bd4\u4e0b\u964d78.0%\u3002\u7531\u4e8e22\u8d22\u5e74\u4e0b\u534a\u5e74EBITDA\u4e3a\u6b63\uff0c\u5168\u5e74EBITDA\u4e3a-700\u4e07\u65b0\u5143\uff0c\u8f83\u4e4b\u524d\u7684-10.28\u4ebf\u65b0\u5143\u540c\u6bd4\u4e0b\u964d99%\u3002 \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a-29.7%\/-5.5%\uff0c\u5bf9\u5e946.1\u500d\/6.4\u500d\u7684\u8fdc\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a4.3\u500d\u3002\u5f6d\u535a(Bloomberg)\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a0.76\u65b0\u5143\u3002 (Source: Bloomberg) \u80dc\u79d1\u6d77\u4e8b (SMM SP)\uff1a\u6cb9\u4ef7\u53cd\u5f39 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.117\uff0c\u76ee\u6807\u4ef7\uff1a0.130\uff0c\u6b62\u635f\u4ef7\uff1a0.110 \u80dc\u79d1\u6d77\u4e8b\u6709\u9650\u516c\u53f8\u4e3a\u79bb\u5cb8\u3001\u6d77\u4e8b\u548c\u80fd\u6e90\u884c\u4e1a\u63d0\u4f9b\u5de5\u7a0b\u89e3\u51b3\u65b9\u6848\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u94bb\u673a\u548c\u6d6e\u53f0\uff0c\u7ef4\u4fee\u548c\u5347\u7ea7\uff0c\u6d77\u4e0a\u5e73\u53f0\u548c\u4e13\u4e1a\u9020\u8239\u3002\u80dc\u79d1\u6d77\u4e8b\u670d\u52a1\u5168\u7403\u5ba2\u6237\u3002 \u6cb9\u4ef7\u53cd\u5f39\u3002\u968f\u7740\u5bf9\u7ecf\u6d4e\u8870\u9000\u7684\u62c5\u5fe7\u51cf\u5f31\uff0c\u539f\u6cb9\u4ef7\u683c\u5728\u8fc7\u53bb\u4e24\u5468\u51fa\u73b0\u53cd\u5f39\u3002\u5e03\u4f26\u7279\u539f\u6cb9\u4ef7\u683c\u4ece\u6700\u8fd1\u7684\u4f4e\u70b970\u7f8e\u5143\/\u6876\u56de\u5347\u81f380\u7f8e\u5143\/\u6876\u9644\u8fd1\uff0cWTI\u539f\u6cb9\u4ef7\u683c\u4ece65\u7f8e\u5143\/\u6876\u4ee5\u4e0b\u56de\u5347\u81f375\u7f8e\u5143\/\u6876\u4ee5\u4e0a\u3002\u636e\u8def\u900f\u793e\u62a5\u9053\uff0c\u4e0e2\u6708\u4efd\u76f8\u6bd4\uff0c\u6b27\u4f69\u514b3\u6708\u4efd\u7684\u539f\u6cb9\u4ea7\u91cf\u4e0b\u964d\u4e867\u4e07\u6876\/\u5929\u3002 \u83b7\u5f97\u65b0\u9879\u76ee\u30023\u670830\u65e5\uff0c\u80dc\u79d1\u6d77\u6d0b\u8d62\u5f97\u4e86\u901a\u7528\u7535\u6c14\u53ef\u518d\u751f\u80fd\u6e90\u7535\u7f51\u89e3\u51b3\u65b9\u6848\u6570\u5341\u4ebf\u7f8e\u5143\u7684\u5408\u540c\uff0c\u4e3a\u8377\u5170\u6d77\u4e0a\u98ce\u7535\u573a\u5efa\u9020\u548c\u4ea4\u4ed8\u4e09\u4e2a\u9ad8\u538b\u76f4\u6d41(HVDC)\u7535\u529b\u4f20\u8f93\u7cfb\u7edf\u3002\u8be5\u5408\u540c\u4ef7\u503c60\u4ebf\u6b27\u5143(86.8\u4ebf\u65b0\u5143)\u3002\u5de5\u7a0b\u5c06\u4e8e2024\u5e74\u7b2c\u4e09\u5b63\u5ea6\u5728\u80dc\u79d1\u6d77\u6d0b\u7684\u65b0\u52a0\u5761\u548c\u5cc7\u6de1\u5c9b\u8239\u5382\u5f00\u59cb\u65bd\u5de5\uff0c\u662f\u8be5\u516c\u53f8\u7b2c\u4e09\u4e2a\u9ad8\u538b\u76f4\u6d41\u6d77\u4e0a\u5e73\u53f0\u9879\u76ee\u3002 \u5408\u5e76\u5b8c\u6210\u3002\u80dc\u79d1\u6d77\u4e8b\u5df2\u4e8e2023\u5e742\u670828\u65e5\u5b8c\u6210\u4e0e\u5409\u5b9d\u5cb8\u5916\u53ca\u6d77\u4e8b\u7684\u5408\u5e76\uff0c\u4ea4\u6613\u91d1\u989d\u4e3a45\u4ebf\u65b0\u5143\uff0c\u8ba2\u5355\u603b\u989d\u7ea6\u4e3a180\u4ebf\u65b0\u5143\u3002\u5728\u6cb9\u4ef7\u4e0b\u8dcc\u548c\u5168\u7403\u5411\u53ef\u518d\u751f\u80fd\u6e90\u8f6c\u578b\u7684\u80cc\u666f\u4e0b\uff0c\u9884\u8ba1\u5408\u5e76\u540e\u7684\u96c6\u56e2\u5c06\u66f4\u597d\u5730\u628a\u63e1\u589e\u957f\u673a\u9047\u3002\u901a\u8fc7\u5408\u5e76\uff0c\u6269\u5927\u540e\u7684\u80dc\u79d1\u6d77\u8fd0\u5c06\u4ece\u66f4\u5e7f\u6cdb\u7684\u5730\u7406\u5206\u5e03\u3001\u66f4\u5927\u7684\u7ecf\u8425\u89c4\u6a21\u548c\u66f4\u5f3a\u7684\u80fd\u529b\u4e2d\u83b7\u5f97\u66f4\u5927\u7684\u534f\u540c\u6548\u5e94\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f4.6%\uff0c\u4ece\u4e0a\u5e74\u768418.62\u4ebf\u65b0\u5143\u589e\u81f319.47\u4ebf\u65b0\u5143\u3002\u51c0\u4e8f\u635f\u753121\u8d22\u5e74\u768411.71\u4ebf\u65b0\u5143\u4e0b\u964d\u81f3-2.61\u4ebf\u65b0\u5143\uff0c\u540c\u6bd4\u4e0b\u964d78.0%\u3002\u7531\u4e8e22\u8d22\u5e74\u4e0b\u534a\u5e74EBITDA\u4e3a\u6b63\uff0c\u5168\u5e74EBITDA\u4e3a-700\u4e07\u65b0\u5143\uff0c\u8f83\u4e4b\u524d\u7684-10.28\u4ebf\u65b0\u5143\u540c\u6bd4\u4e0b\u964d99%\u3002 \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a0.0 \/0.4\u65b0\u5206\u3002\u5f6d\u535a(Bloomberg)\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a0.14\u65b0\u5143\u3002 (Source: Bloomberg) \u00a0 \u666e\u62c9\u8fbe (1913 HK): \u5962\u4f88\u54c1\u6c38\u4e0d\u8fc7\u65f6 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a54.5\uff0c\u76ee\u6807\u4ef7\uff1a58.0\uff0c\u6b62\u635f\u4ef7\uff1a52.7 \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 [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":22940,"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-25728","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) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd \u9999\u6e2f ^ Back To Top Trading Dashboard Update: Take profit on Shandong Gold (1787 HK) at HK$17.0 and Northrop Grumman (NOC US) at US$470.4. Cut loss\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Keith Tan\"\/>\n\t<meta name=\"keywords\" content=\"kgi daily trading ideas (chinese)\" \/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-10-apr-2023-zh\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO (AIOSEO) 4.9.8\" \/>\n\t\t<meta property=\"og:locale\" content=\"en_US\" \/>\n\t\t<meta property=\"og:site_name\" content=\"KGI Singapore Research \u2022 Singapore&#039;s leading broker offering Futures, FX, Equities and Wealth Management.\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"2023\u5e7404\u670810\u65e5: \u5e03\u7c73\u8fbe\u9a6c\u519c\u4e1a (BAL SP), \u666e\u62c9\u8fbe (1913 HK), \u4f18\u6b65\u79d1\u6280 (UBER US) \u2022 KGI Singapore Research\" \/>\n\t\t<meta property=\"og: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) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd \u9999\u6e2f ^ Back To Top Trading Dashboard Update: Take profit on Shandong Gold (1787 HK) at HK$17.0 and Northrop Grumman (NOC US) at US$470.4. Cut loss\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-10-apr-2023-zh\/\" \/>\n\t\t<meta property=\"og:image\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<meta property=\"og:image:secure_url\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<meta property=\"article:published_time\" content=\"2023-04-09T23:23:00+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2023-04-09T08:56:23+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2023\u5e7404\u670810\u65e5: \u5e03\u7c73\u8fbe\u9a6c\u519c\u4e1a (BAL SP), \u666e\u62c9\u8fbe (1913 HK), \u4f18\u6b65\u79d1\u6280 (UBER 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) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd \u9999\u6e2f ^ Back To Top Trading Dashboard Update: Take profit on Shandong Gold (1787 HK) at HK$17.0 and Northrop Grumman (NOC US) at US$470.4. Cut loss\" \/>\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-10-apr-2023-zh\\\/#blogposting\",\"name\":\"2023\\u5e7404\\u670810\\u65e5: \\u5e03\\u7c73\\u8fbe\\u9a6c\\u519c\\u4e1a (BAL SP), \\u666e\\u62c9\\u8fbe (1913 HK), \\u4f18\\u6b65\\u79d1\\u6280 (UBER US) \\u2022 KGI Singapore Research\",\"headline\":\"2023\\u5e7404\\u670810\\u65e5: \\u5e03\\u7c73\\u8fbe\\u9a6c\\u519c\\u4e1a (BAL SP), \\u666e\\u62c9\\u8fbe (1913 HK), \\u4f18\\u6b65\\u79d1\\u6280 (UBER US)\",\"author\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/keithtan\\\/#author\"},\"publisher\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\"},\"image\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/wp-content\\\/uploads\\\/2023\\\/01\\\/Thumbnail-156.jpg?wsr\",\"width\":275,\"height\":183},\"datePublished\":\"2023-04-10T07:23:00+08:00\",\"dateModified\":\"2023-04-09T16:56:23+08:00\",\"inLanguage\":\"en-US\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-10-apr-2023-zh\\\/#webpage\"},\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-10-apr-2023-zh\\\/#webpage\"},\"articleSection\":\"KGI Daily Trading Ideas (Chinese)\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-10-apr-2023-zh\\\/#breadcrumblist\",\"itemListElement\":[{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research#listItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\",\"nextItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/#listItem\",\"name\":\"KGI Daily Trading Ideas (Chinese)\"}},{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/#listItem\",\"position\":2,\"name\":\"KGI Daily Trading Ideas (Chinese)\",\"item\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/\",\"nextItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-10-apr-2023-zh\\\/#listItem\",\"name\":\"2023\\u5e7404\\u670810\\u65e5: \\u5e03\\u7c73\\u8fbe\\u9a6c\\u519c\\u4e1a (BAL SP), \\u666e\\u62c9\\u8fbe (1913 HK), \\u4f18\\u6b65\\u79d1\\u6280 (UBER US)\"},\"previousItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research#listItem\",\"name\":\"Home\"}},{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-10-apr-2023-zh\\\/#listItem\",\"position\":3,\"name\":\"2023\\u5e7404\\u670810\\u65e5: \\u5e03\\u7c73\\u8fbe\\u9a6c\\u519c\\u4e1a (BAL SP), \\u666e\\u62c9\\u8fbe (1913 HK), \\u4f18\\u6b65\\u79d1\\u6280 (UBER US)\",\"previousItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/#listItem\",\"name\":\"KGI Daily Trading Ideas (Chinese)\"}}]},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\",\"name\":\"KGI Research Singapore\",\"description\":\"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/\",\"telephone\":\"+6562021188\",\"logo\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/wp-content\\\/uploads\\\/2020\\\/11\\\/cropped-Square-logo-PNG.png?wsr\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-10-apr-2023-zh\\\/#organizationLogo\",\"width\":512,\"height\":512},\"image\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-10-apr-2023-zh\\\/#organizationLogo\"}},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/keithtan\\\/#author\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/keithtan\\\/\",\"name\":\"Keith Tan\",\"image\":{\"@type\":\"ImageObject\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-10-apr-2023-zh\\\/#authorImage\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/6e081ee53ea613f8e7be4f0607b3f5c1a3d295ee583a0f5bb51e9c300635ad2e?s=96&d=mm&r=g\",\"width\":96,\"height\":96,\"caption\":\"Keith Tan\"}},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-10-apr-2023-zh\\\/#webpage\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-10-apr-2023-zh\\\/\",\"name\":\"2023\\u5e7404\\u670810\\u65e5: \\u5e03\\u7c73\\u8fbe\\u9a6c\\u519c\\u4e1a (BAL SP), \\u666e\\u62c9\\u8fbe (1913 HK), \\u4f18\\u6b65\\u79d1\\u6280 (UBER US) \\u2022 KGI Singapore Research\",\"description\":\"\\u65b0\\u52a0\\u5761\\u80a1\\u7968\\u63a8\\u8350 | \\u9999\\u6e2f\\u80a1\\u7968\\u63a8\\u8350 | \\u7f8e\\u80a1\\u63a8\\u8350 | \\u884c\\u4e1a\\u677f\\u5757\\u8868\\u73b0 | \\u4ea4\\u6613\\u9f99\\u864e\\u699c (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top \\u7f8e\\u56fd \\u9999\\u6e2f ^ Back To Top Trading Dashboard Update: Take profit on Shandong Gold (1787 HK) at HK$17.0 and Northrop Grumman (NOC US) at US$470.4. Cut loss\",\"inLanguage\":\"en-US\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#website\"},\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-10-apr-2023-zh\\\/#breadcrumblist\"},\"author\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/keithtan\\\/#author\"},\"creator\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/keithtan\\\/#author\"},\"image\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/wp-content\\\/uploads\\\/2023\\\/01\\\/Thumbnail-156.jpg?wsr\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-10-apr-2023-zh\\\/#mainImage\",\"width\":275,\"height\":183},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-10-apr-2023-zh\\\/#mainImage\"},\"datePublished\":\"2023-04-10T07:23:00+08:00\",\"dateModified\":\"2023-04-09T16:56:23+08:00\"},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#website\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/\",\"name\":\"KGI Singapore Research\",\"description\":\"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.\",\"inLanguage\":\"en-US\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\"}}]}\n\t\t<\/script>\n\t\t<!-- All in One SEO -->\n\n","aioseo_head_json":{"title":"2023\u5e7404\u670810\u65e5: \u5e03\u7c73\u8fbe\u9a6c\u519c\u4e1a (BAL SP), \u666e\u62c9\u8fbe (1913 HK), \u4f18\u6b65\u79d1\u6280 (UBER US) \u2022 KGI Singapore Research","description":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd \u9999\u6e2f ^ Back To Top Trading Dashboard Update: Take profit on Shandong Gold (1787 HK) at HK$17.0 and Northrop Grumman (NOC US) at US$470.4. Cut loss","canonical_url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-10-apr-2023-zh\/","robots":"max-image-preview:large","keywords":"kgi daily trading ideas (chinese)","webmasterTools":{"miscellaneous":""},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"BlogPosting","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-10-apr-2023-zh\/#blogposting","name":"2023\u5e7404\u670810\u65e5: \u5e03\u7c73\u8fbe\u9a6c\u519c\u4e1a (BAL SP), \u666e\u62c9\u8fbe (1913 HK), \u4f18\u6b65\u79d1\u6280 (UBER US) \u2022 KGI Singapore Research","headline":"2023\u5e7404\u670810\u65e5: \u5e03\u7c73\u8fbe\u9a6c\u519c\u4e1a (BAL SP), \u666e\u62c9\u8fbe (1913 HK), \u4f18\u6b65\u79d1\u6280 (UBER US)","author":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/#author"},"publisher":{"@id":"https:\/\/www.kgieworld.sg\/research\/#organization"},"image":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/01\/Thumbnail-156.jpg?wsr","width":275,"height":183},"datePublished":"2023-04-10T07:23:00+08:00","dateModified":"2023-04-09T16:56:23+08:00","inLanguage":"en-US","mainEntityOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-10-apr-2023-zh\/#webpage"},"isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-10-apr-2023-zh\/#webpage"},"articleSection":"KGI Daily Trading Ideas (Chinese)"},{"@type":"BreadcrumbList","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-10-apr-2023-zh\/#breadcrumblist","itemListElement":[{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research#listItem","position":1,"name":"Home","item":"https:\/\/www.kgieworld.sg\/research","nextItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/#listItem","name":"KGI Daily Trading Ideas (Chinese)"}},{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/#listItem","position":2,"name":"KGI Daily Trading Ideas (Chinese)","item":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/","nextItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-10-apr-2023-zh\/#listItem","name":"2023\u5e7404\u670810\u65e5: \u5e03\u7c73\u8fbe\u9a6c\u519c\u4e1a (BAL SP), \u666e\u62c9\u8fbe (1913 HK), \u4f18\u6b65\u79d1\u6280 (UBER US)"},"previousItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research#listItem","name":"Home"}},{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-10-apr-2023-zh\/#listItem","position":3,"name":"2023\u5e7404\u670810\u65e5: \u5e03\u7c73\u8fbe\u9a6c\u519c\u4e1a (BAL SP), \u666e\u62c9\u8fbe (1913 HK), \u4f18\u6b65\u79d1\u6280 (UBER US)","previousItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/#listItem","name":"KGI Daily Trading Ideas (Chinese)"}}]},{"@type":"Organization","@id":"https:\/\/www.kgieworld.sg\/research\/#organization","name":"KGI Research Singapore","description":"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","url":"https:\/\/www.kgieworld.sg\/research\/","telephone":"+6562021188","logo":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2020\/11\/cropped-Square-logo-PNG.png?wsr","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-10-apr-2023-zh\/#organizationLogo","width":512,"height":512},"image":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-10-apr-2023-zh\/#organizationLogo"}},{"@type":"Person","@id":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/#author","url":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/","name":"Keith Tan","image":{"@type":"ImageObject","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-10-apr-2023-zh\/#authorImage","url":"https:\/\/secure.gravatar.com\/avatar\/6e081ee53ea613f8e7be4f0607b3f5c1a3d295ee583a0f5bb51e9c300635ad2e?s=96&d=mm&r=g","width":96,"height":96,"caption":"Keith Tan"}},{"@type":"WebPage","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-10-apr-2023-zh\/#webpage","url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-10-apr-2023-zh\/","name":"2023\u5e7404\u670810\u65e5: \u5e03\u7c73\u8fbe\u9a6c\u519c\u4e1a (BAL SP), \u666e\u62c9\u8fbe (1913 HK), \u4f18\u6b65\u79d1\u6280 (UBER US) \u2022 KGI Singapore Research","description":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd \u9999\u6e2f ^ Back To Top Trading Dashboard Update: Take profit on Shandong Gold (1787 HK) at HK$17.0 and Northrop Grumman (NOC US) at US$470.4. Cut loss","inLanguage":"en-US","isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/#website"},"breadcrumb":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-10-apr-2023-zh\/#breadcrumblist"},"author":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/#author"},"creator":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/#author"},"image":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/01\/Thumbnail-156.jpg?wsr","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-10-apr-2023-zh\/#mainImage","width":275,"height":183},"primaryImageOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-10-apr-2023-zh\/#mainImage"},"datePublished":"2023-04-10T07:23:00+08:00","dateModified":"2023-04-09T16:56:23+08:00"},{"@type":"WebSite","@id":"https:\/\/www.kgieworld.sg\/research\/#website","url":"https:\/\/www.kgieworld.sg\/research\/","name":"KGI Singapore Research","description":"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","inLanguage":"en-US","publisher":{"@id":"https:\/\/www.kgieworld.sg\/research\/#organization"}}]},"og:locale":"en_US","og:site_name":"KGI Singapore Research \u2022 Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","og:type":"article","og:title":"2023\u5e7404\u670810\u65e5: \u5e03\u7c73\u8fbe\u9a6c\u519c\u4e1a (BAL SP), \u666e\u62c9\u8fbe (1913 HK), \u4f18\u6b65\u79d1\u6280 (UBER 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) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd \u9999\u6e2f ^ Back To Top Trading Dashboard Update: Take profit on Shandong Gold (1787 HK) at HK$17.0 and Northrop Grumman (NOC US) at US$470.4. Cut loss","og:url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-10-apr-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":"2023-04-09T23:23:00+00:00","article:modified_time":"2023-04-09T08:56:23+00:00","twitter:card":"summary","twitter:title":"2023\u5e7404\u670810\u65e5: \u5e03\u7c73\u8fbe\u9a6c\u519c\u4e1a (BAL SP), \u666e\u62c9\u8fbe (1913 HK), \u4f18\u6b65\u79d1\u6280 (UBER 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) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd \u9999\u6e2f ^ Back To Top Trading Dashboard Update: Take profit on Shandong Gold (1787 HK) at HK$17.0 and Northrop Grumman (NOC US) at US$470.4. Cut loss","twitter:image":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr"},"aioseo_meta_data":{"post_id":"25728","title":"#post_title #separator_sa #site_title","description":"#post_excerpt","keywords":[],"keyphrases":{"focus":[],"additional":[]},"primary_term":null,"canonical_url":null,"og_title":null,"og_description":null,"og_object_type":"default","og_image_type":"default","og_image_url":null,"og_image_width":null,"og_image_height":null,"og_image_custom_url":null,"og_image_custom_fields":null,"og_video":"","og_custom_url":null,"og_article_section":null,"og_article_tags":[],"twitter_use_og":false,"twitter_card":"default","twitter_image_type":"default","twitter_image_url":null,"twitter_image_custom_url":null,"twitter_image_custom_fields":null,"twitter_title":null,"twitter_description":null,"schema":{"blockGraphs":[],"customGraphs":[],"default":{"data":{"Article":{"id":"#aioseo-article-670737dbc8b4e","slug":"article","graphName":"Article","label":"Article","properties":{"type":"BlogPosting","name":"#post_title","headline":"#post_title","description":"#post_excerpt","image":"","keywords":"","author":{"name":"#author_name","url":"#author_url"},"dates":{"include":true,"datePublished":"","dateModified":""}}},"Course":[],"Dataset":[],"FAQPage":[],"Movie":[],"Person":[],"Product":[],"ProductReview":[],"Car":[],"Recipe":[],"Service":[],"SoftwareApplication":[],"WebPage":[]},"graphName":"Article","isEnabled":true},"graphs":[]},"schema_type":"default","schema_type_options":"{\"article\":{\"articleType\":\"BlogPosting\"},\"course\":{\"name\":\"\",\"description\":\"\",\"provider\":\"\"},\"faq\":{\"pages\":[]},\"product\":{\"reviews\":[]},\"recipe\":{\"ingredients\":[],\"instructions\":[],\"keywords\":[]},\"software\":{\"reviews\":[],\"operatingSystems\":[]},\"webPage\":{\"webPageType\":\"WebPage\"}}","pillar_content":false,"robots_default":true,"robots_noindex":false,"robots_noarchive":false,"robots_nosnippet":false,"robots_nofollow":false,"robots_noimageindex":false,"robots_noodp":false,"robots_notranslate":false,"robots_max_snippet":"-1","robots_max_videopreview":"-1","robots_max_imagepreview":"large","priority":null,"frequency":"default","local_seo":{"locations":{"business":{"name":"","businessType":"","image":"","areaServed":"","urls":{"website":"","aboutPage":"","contactPage":""},"address":{"streetLine1":"","streetLine2":"","zipCode":"","city":"","state":"","country":"","addressFormat":"#streetLineOne\n#streetLineTwo\n#city, #state #zipCode"},"contact":{"phone":"","email":"","fax":""},"ids":{"vat":"","tax":"","chamberOfCommerce":""},"payment":{"priceRange":"","currenciesAccepted":"","methods":""}}},"openingHours":{"useDefaults":true,"show":true,"alwaysOpen":false,"use24hFormat":false,"timezone":"","labels":{"closed":"","alwaysOpen":""},"days":{"monday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"tuesday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"wednesday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"thursday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"friday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"saturday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"sunday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"}}}},"breadcrumb_settings":null,"limit_modified_date":false,"ai":null,"created":"2023-04-09 08:42:55","updated":"2025-06-07 00:14:49","seo_analyzer_scan_date":null},"uagb_featured_image_src":{"full":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/01\/Thumbnail-156.jpg?wsr",275,183,false],"thumbnail":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/01\/Thumbnail-156-150x150.jpg?wsr",150,150,true],"medium":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/01\/Thumbnail-156.jpg?wsr",275,183,false],"medium_large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/01\/Thumbnail-156.jpg?wsr",275,183,false],"large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/01\/Thumbnail-156.jpg?wsr",275,183,false],"1536x1536":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/01\/Thumbnail-156.jpg?wsr",275,183,false],"2048x2048":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/01\/Thumbnail-156.jpg?wsr",275,183,false]},"uagb_author_info":{"display_name":"Keith Tan","author_link":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/"},"uagb_comment_info":0,"uagb_excerpt":"\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 \u5e03\u7c73\u8fbe\u9a6c\u519c\u4e1a (BAL SP)\uff1a\u68d5\u6988\u6cb9\u5728\u53cd\u5f39 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.61\uff0c\u76ee\u6807\u4ef7\uff1a0.65\uff0c\u6b62\u635f\u4ef7\uff1a0.59 \u516c\u53f8\u662f\u4e00\u5bb6\u5370\u5c3c\u7684\u7c97\u68d5\u6988\u6cb9\u548c\u68d5\u6988\u4ec1\u751f\u4ea7\u5546\uff0c\u5728\u5370\u5ea6\u5c3c\u897f\u4e9a\u7684\u4e09\u4e2a\u7701\u4efd\uff0c\u52a0\u91cc\u66fc\u4e39\u4e2d\u90e8\u3001\u897f\u52a0\u91cc\u66fc\u4e39\u548c\u5ed6\u5185\uff0c\u62e5\u6709\u6cb9\u68d5\u79cd\u690d\u56ed\u548c\u5de5\u5382\u3002\u5176\u4e3b\u8981\u7ecf\u8425\u6d3b\u52a8\u662f\u79cd\u690d\u548c\u6536\u83b7\u6cb9\u68d5\u6811\uff0c\u4ece\u5176\u6cb9\u68d5\u79cd\u690d\u56ed\u3001\u539f\u6d46\u79cd\u690d\u56ed\u548c\u7b2c\u4e09\u65b9\u52a0\u5de5\u5382\u5c06\u65b0\u9c9c\u7684\u68d5\u6988\u679c\u5b9e\u5236\u4f5c\u6210\u7c97\u68d5\u6988\u6cb9\u548c\u68d5\u6988\u4ec1\uff0c\u5e76\u540c\u65f6\u9500\u552e\u7c97\u68d5\u6988\u6cb9\u548c\u68d5\u6988\u4ec1\u3002 \u68d5\u6988\u6cb9\u4ef7\u683c\u3002\u9a6c\u6765\u897f\u4e9a\u68d5\u6988\u6cb9\u671f\u8d27\u4ea4\u6613\u4ef7\u683c\u8dcc\u7834\u6bcf\u54283,900\u4ee4\u5409\u5173\u53e3\uff0c\u8f83\u8fd1\u4e09\u5468\u9ad8\u70b9\u7ea64,000\u4ee4\u5409\u6709\u6240\u56de\u843d\uff0c\u56e0\u4ee4\u5409\u8d70\u5f3a\u4fc3\u4f7f\u6295\u8d44\u8005\u5e73\u4ed3\u90e8\u5206\u591a\u5934\u5934\u5bf8\u3002\u68d5\u6988\u6cb9\u4ef7\u683c\u4ecd\u7136\u53d7\u5230\u4ea7\u91cf\u4e0b\u964d\u548c\u5e93\u5b58\u51cf\u5c11\u524d\u666f\u7684\u652f\u6491\u3002\u66b4\u96e8\u3001\u6d2a\u6c34\u548c\u8001\u6811\u53ef\u80fd\u4f1a\u5c06\u9a6c\u6765\u897f\u4e9a\u7684\u4ea7\u91cf\u589e\u957f\u9650\u5236\u57282023\u5e74\u76843%\u4ee5\u4e0b\u3002\u6b64\u5916\uff0c\u9a6c\u6765\u897f\u4e9a3\u6708\u4efd\u5e93\u5b58\u53ef\u80fd\u51fa\u73b0\u4e24\u5e74\u591a\u6765\u6700\u5927\u8dcc\u5e45\uff0c\u8dcc\u7834200\u4e07\u5428\u6c34\u5e73\uff0c\u539f\u56e0\u662f\u51fa\u53e3\u98d9\u5347\uff0c\u800c\u751f\u4ea7\u4f9d\u7136\u4f4e\u8ff7\u3002\u636e\u62a5\u9053\uff0c\u9a6c\u6765\u897f\u4e9a\u5bf9\u5370\u5ea6\u3001\u4e2d\u56fd\u3001\u6b27\u76df\u548c\u975e\u6d32\u7684\u51fa\u53e3\u6709\u6240\u589e\u52a0\u3002\u9a6c\u6765\u897f\u4e9a\u8fd8\u53d7\u76ca\u4e8e\u5370\u5c3c\u5728\u658b\u6708\u548c\u5f00\u658b\u8282\u7ed3\u675f\u524d\u9650\u5236\u51fa\u53e3\u4ee5\u652f\u6301\u56fd\u5185\u9700\u6c42\u7684\u4e3e\u63aa\u3002 \u68d5\u6988\u6cb9\u4ef7\u683c\u8d70\u52bf (Source: Bloomberg) \u68d5\u6988\u6cb9\u7684\u7a33\u5b9a\u30024\u67081\u65e5\uff0c\u9a6c\u6765\u897f\u4e9a\u68d5\u6988\u6cb9\u5c40 (MPOB) \u4e0e\u4e2d\u56fd\u98df\u54c1\u3001\u672c\u5730\u4ea7\u54c1\u548c\u52a8\u7269\u526f\u4ea7\u54c1\u8fdb\u51fa\u53e3\u5546\u4f1a (CFNA) \u5728\u5317\u4eac\u7b7e\u7f72\u4e86\u4e00\u4efd\u8c05\u89e3\u5907\u5fd8\u5f55\uff0c\u4ee5\u52a0\u5f3a\u4e24\u56fd\u5728\u68d5\u6988\u6cb9\u9886\u57df\u7684\u8d38\u6613\u4e0e\u5408\u4f5c\u3002\u8c05\u89e3\u5907\u5fd8\u5f55\u5305\u62ec\u4fc3\u8fdb\u68d5\u6988\u6cb9\u4f9b\u5e94\u94fe\u7684\u7a33\u5b9a\uff0c\u4fc3\u8fdb\u65b0\u6280\u672f\u7684\u63a2\u7d22\u548c\u5b9e\u65bd\uff0c\u4ee5\u53ca\u4fc3\u8fdb\u4e2d\u56fd\u53c2\u4e0e\u9a6c\u6765\u897f\u4e9a\u6cb9\u68d5\u751f\u4ea7\u673a\u68b0\u5316\u3002\u4e2d\u56fd\u662f\u9a6c\u6765\u897f\u4e9a\u68d5\u6988\u6cb9\u548c\u68d5\u6988\u6cb9\u4ea7\u54c1\u7684\u7b2c\u4e8c\u5927\u8d38\u6613\u4f19\u4f34\uff0c2022\u5e74\u51fa\u53e3\u989d\u8fbe148.6\u4ebf\u4ee4\u5409\u3002\u8be5\u8c05\u89e3\u5907\u5fd8\u5f55\u65e8\u5728\u589e\u5f3a\u4e2d\u56fd\u5bf9\u9a6c\u6765\u897f\u4e9a\u68d5\u6988\u6cb9\u7684\u4fe1\u5fc3\uff0c\u5e76\u786e\u4fdd\u5176\u5728\u4e2d\u56fd\u5e02\u573a\u7684\u5730\u4f4d\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f29%\uff0c\u4ece\u4e0a\u5e74\u768412,2490\u4ebf\u5370\u5c3c\u76fe\u589e\u957f\u81f315,829\u4ebf\u5370\u5c3c\u76fe\u3002\u5c3d\u7ba122\u5e74\u4e0b\u534a\u5e74\u51c0\u5229\u6da6\u6709\u6240\u4e0b\u964d\uff0c\u4f4622\u8d22\u5e74\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f67%\uff0c\u4ece21\u8d22\u5e74\u76841.8020\u4e07\u4ebf\u5370\u5c3c\u76fe\u589e\u957f\u81f33.03\u4e07\u4ebf\u5370\u5c3c\u76fe\u300222\u8d22\u5e74EBITDA\u4e3a5.6860\u4ebf\u5370\u5c3c\u76fe\uff0c\u8f83\u4e4b\u524d\u76843.4980\u4ebf\u5370\u5c3c\u76fe\u540c\u6bd4\u589e\u957f63%\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f4.6%\uff0c\u4ece\u4e0a\u5e74\u768418.62\u4ebf\u65b0\u5143\u589e\u81f319.47\u4ebf\u65b0\u5143\u3002\u51c0\u4e8f\u635f\u753121\u8d22\u5e74\u768411.71\u4ebf\u65b0\u5143\u4e0b\u964d\u81f3-2.61\u4ebf\u65b0\u5143\uff0c\u540c\u6bd4\u4e0b\u964d78.0%\u3002\u7531\u4e8e22\u8d22\u5e74\u4e0b\u534a\u5e74EBITDA\u4e3a\u6b63\uff0c\u5168\u5e74EBITDA\u4e3a-700\u4e07\u65b0\u5143\uff0c\u8f83\u4e4b\u524d\u7684-10.28\u4ebf\u65b0\u5143\u540c\u6bd4\u4e0b\u964d99%\u3002 \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a-29.7%\/-5.5%\uff0c\u5bf9\u5e946.1\u500d\/6.4\u500d\u7684\u8fdc\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a4.3\u500d\u3002\u5f6d\u535a(Bloomberg)\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a0.76\u65b0\u5143\u3002 (Source: Bloomberg) \u80dc\u79d1\u6d77\u4e8b (SMM SP)\uff1a\u6cb9\u4ef7\u53cd\u5f39 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.117\uff0c\u76ee\u6807\u4ef7\uff1a0.130\uff0c\u6b62\u635f\u4ef7\uff1a0.110 \u80dc\u79d1\u6d77\u4e8b\u6709\u9650\u516c\u53f8\u4e3a\u79bb\u5cb8\u3001\u6d77\u4e8b\u548c\u80fd\u6e90\u884c\u4e1a\u63d0\u4f9b\u5de5\u7a0b\u89e3\u51b3\u65b9\u6848\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u94bb\u673a\u548c\u6d6e\u53f0\uff0c\u7ef4\u4fee\u548c\u5347\u7ea7\uff0c\u6d77\u4e0a\u5e73\u53f0\u548c\u4e13\u4e1a\u9020\u8239\u3002\u80dc\u79d1\u6d77\u4e8b\u670d\u52a1\u5168\u7403\u5ba2\u6237\u3002 \u6cb9\u4ef7\u53cd\u5f39\u3002\u968f\u7740\u5bf9\u7ecf\u6d4e\u8870\u9000\u7684\u62c5\u5fe7\u51cf\u5f31\uff0c\u539f\u6cb9\u4ef7\u683c\u5728\u8fc7\u53bb\u4e24\u5468\u51fa\u73b0\u53cd\u5f39\u3002\u5e03\u4f26\u7279\u539f\u6cb9\u4ef7\u683c\u4ece\u6700\u8fd1\u7684\u4f4e\u70b970\u7f8e\u5143\/\u6876\u56de\u5347\u81f380\u7f8e\u5143\/\u6876\u9644\u8fd1\uff0cWTI\u539f\u6cb9\u4ef7\u683c\u4ece65\u7f8e\u5143\/\u6876\u4ee5\u4e0b\u56de\u5347\u81f375\u7f8e\u5143\/\u6876\u4ee5\u4e0a\u3002\u636e\u8def\u900f\u793e\u62a5\u9053\uff0c\u4e0e2\u6708\u4efd\u76f8\u6bd4\uff0c\u6b27\u4f69\u514b3\u6708\u4efd\u7684\u539f\u6cb9\u4ea7\u91cf\u4e0b\u964d\u4e867\u4e07\u6876\/\u5929\u3002 \u83b7\u5f97\u65b0\u9879\u76ee\u30023\u670830\u65e5\uff0c\u80dc\u79d1\u6d77\u6d0b\u8d62\u5f97\u4e86\u901a\u7528\u7535\u6c14\u53ef\u518d\u751f\u80fd\u6e90\u7535\u7f51\u89e3\u51b3\u65b9\u6848\u6570\u5341\u4ebf\u7f8e\u5143\u7684\u5408\u540c\uff0c\u4e3a\u8377\u5170\u6d77\u4e0a\u98ce\u7535\u573a\u5efa\u9020\u548c\u4ea4\u4ed8\u4e09\u4e2a\u9ad8\u538b\u76f4\u6d41(HVDC)\u7535\u529b\u4f20\u8f93\u7cfb\u7edf\u3002\u8be5\u5408\u540c\u4ef7\u503c60\u4ebf\u6b27\u5143(86.8\u4ebf\u65b0\u5143)\u3002\u5de5\u7a0b\u5c06\u4e8e2024\u5e74\u7b2c\u4e09\u5b63\u5ea6\u5728\u80dc\u79d1\u6d77\u6d0b\u7684\u65b0\u52a0\u5761\u548c\u5cc7\u6de1\u5c9b\u8239\u5382\u5f00\u59cb\u65bd\u5de5\uff0c\u662f\u8be5\u516c\u53f8\u7b2c\u4e09\u4e2a\u9ad8\u538b\u76f4\u6d41\u6d77\u4e0a\u5e73\u53f0\u9879\u76ee\u3002 \u5408\u5e76\u5b8c\u6210\u3002\u80dc\u79d1\u6d77\u4e8b\u5df2\u4e8e2023\u5e742\u670828\u65e5\u5b8c\u6210\u4e0e\u5409\u5b9d\u5cb8\u5916\u53ca\u6d77\u4e8b\u7684\u5408\u5e76\uff0c\u4ea4\u6613\u91d1\u989d\u4e3a45\u4ebf\u65b0\u5143\uff0c\u8ba2\u5355\u603b\u989d\u7ea6\u4e3a180\u4ebf\u65b0\u5143\u3002\u5728\u6cb9\u4ef7\u4e0b\u8dcc\u548c\u5168\u7403\u5411\u53ef\u518d\u751f\u80fd\u6e90\u8f6c\u578b\u7684\u80cc\u666f\u4e0b\uff0c\u9884\u8ba1\u5408\u5e76\u540e\u7684\u96c6\u56e2\u5c06\u66f4\u597d\u5730\u628a\u63e1\u589e\u957f\u673a\u9047\u3002\u901a\u8fc7\u5408\u5e76\uff0c\u6269\u5927\u540e\u7684\u80dc\u79d1\u6d77\u8fd0\u5c06\u4ece\u66f4\u5e7f\u6cdb\u7684\u5730\u7406\u5206\u5e03\u3001\u66f4\u5927\u7684\u7ecf\u8425\u89c4\u6a21\u548c\u66f4\u5f3a\u7684\u80fd\u529b\u4e2d\u83b7\u5f97\u66f4\u5927\u7684\u534f\u540c\u6548\u5e94\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f4.6%\uff0c\u4ece\u4e0a\u5e74\u768418.62\u4ebf\u65b0\u5143\u589e\u81f319.47\u4ebf\u65b0\u5143\u3002\u51c0\u4e8f\u635f\u753121\u8d22\u5e74\u768411.71\u4ebf\u65b0\u5143\u4e0b\u964d\u81f3-2.61\u4ebf\u65b0\u5143\uff0c\u540c\u6bd4\u4e0b\u964d78.0%\u3002\u7531\u4e8e22\u8d22\u5e74\u4e0b\u534a\u5e74EBITDA\u4e3a\u6b63\uff0c\u5168\u5e74EBITDA\u4e3a-700\u4e07\u65b0\u5143\uff0c\u8f83\u4e4b\u524d\u7684-10.28\u4ebf\u65b0\u5143\u540c\u6bd4\u4e0b\u964d99%\u3002 \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a0.0 \/0.4\u65b0\u5206\u3002\u5f6d\u535a(Bloomberg)\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a0.14\u65b0\u5143\u3002 (Source: Bloomberg) \u00a0 \u666e\u62c9\u8fbe (1913 HK): \u5962\u4f88\u54c1\u6c38\u4e0d\u8fc7\u65f6 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a54.5\uff0c\u76ee\u6807\u4ef7\uff1a58.0\uff0c\u6b62\u635f\u4ef7\uff1a52.7 \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&hellip;","_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/25728","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/comments?post=25728"}],"version-history":[{"count":3,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/25728\/revisions"}],"predecessor-version":[{"id":25792,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/25728\/revisions\/25792"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media\/22940"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media?parent=25728"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/categories?post=25728"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/tags?post=25728"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}