{"id":25816,"date":"2023-04-12T07:00:00","date_gmt":"2023-04-11T23:00:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=25816"},"modified":"2023-04-12T09:40:52","modified_gmt":"2023-04-12T01:40:52","slug":"kgi-daily-trading-ideas-12-apr-2023-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-12-apr-2023-zh\/","title":{"rendered":"2023\u5e7404\u670812\u65e5: \u534e\u4fa8\u94f6\u884c (OCBC SP), \u65b0\u79c0\u4e3d (1910 HK), Marathon Digital Holdings Inc (MARA US)"},"content":{"rendered":"\n<p class=\"has-cyan-bluish-gray-background-color has-background wp-block-paragraph\"><a href=\"#sg\">\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350<\/a> |<a href=\"#hk\"> \u9999\u6e2f\u80a1\u7968\u63a8\u8350<\/a> | <a href=\"#us\">\u7f8e\u80a1\u63a8\u8350<\/a> | <a href=\"http:\/\/sp\">\u884c\u4e1a\u677f\u5757\u8868\u73b0<\/a> | <a href=\"#td\"> \u4ea4\u6613\u9f99\u864e\u699c<\/a> <\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"sg\"><strong><img fetchpriority=\"high\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/lh4.googleusercontent.com\/CYrMUUuiThMlTBL2F831WJCiJNEll7A2g_ReY5PuRf95HqwkBEAYAV_hQiomy0yt76jYMvZ1r9_4mH03FqcsErOGJcSlPATU7VUHv7nyIRHhlXU_TlvFgWfkHH9S6rlZ220HL6Mvc4euPVlb8OqIpyE\"><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u534e\u4fa8\u94f6\u884c (OCBC SP)\uff1a\u53d7\u76ca\u4e8e\u7f8e\u5143\u8d70\u8f6f<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a12.70\uff0c\u76ee\u6807\u4ef7\uff1a13.20\uff0c\u6b62\u635f\u4ef7\uff1a12.45<\/strong><\/li><li>\u534e\u4fa8\u94f6\u884c\u6709\u9650\u516c\u53f8\u63d0\u4f9b\u5168\u9762\u7684\u91d1\u878d\u670d\u52a1\u3002\u8be5\u516c\u53f8\u7684\u670d\u52a1\u5305\u62ec\u5b58\u6b3e\u3001\u516c\u53f8\u3001\u4f01\u4e1a\u548c\u4e2a\u4eba\u8d37\u6b3e\u3001\u56fd\u9645\u8d38\u6613\u878d\u8d44\u3001\u6295\u8d44\u94f6\u884c\u3001\u79c1\u4eba\u94f6\u884c\u3001\u8d44\u91d1\u3001\u80a1\u7968\u7ecf\u7eaa\u3001\u4fdd\u9669\u3001\u4fe1\u7528\u5361\u3001\u73b0\u91d1\u7ba1\u7406\u3001\u8d44\u4ea7\u7ba1\u7406\u4ee5\u53ca\u5176\u4ed6\u91d1\u878d\u548c\u76f8\u5173\u670d\u52a1\u3002<\/li><li><strong>\u8fdb\u5165\u4e00\u4e2a\u65b0\u7684\u7ef4\u5ea6\u3002<\/strong>\u534e\u4fa8\u94f6\u884c\u662f\u7b2c\u4e00\u5bb6\u5728\u5143\u4e16\u754c\u4e3a\u5ba2\u6237\u5f15\u5165\u865a\u62df\u94f6\u884c\u4f53\u9a8c\u7684\u65b0\u52a0\u5761\u94f6\u884c\u3002\u5ba2\u6237\u53ef\u4ee5\u5728\u57fa\u4e8e\u533a\u5757\u94fe\u7684\u53bb\u4e2d\u5fc3\u5316\u5e73\u53f0\u4e0a\u8bbf\u95ee\u534e\u4fa8\u94f6\u884c\u7684\u865a\u62df\u5206\u884c\uff0c\u5728\u90a3\u91cc\u4ed6\u4eec\u53ef\u4ee5\u5f00\u8bbe\u865a\u62df\u50a8\u84c4\u8d26\u6237\uff0c\u5e76\u5728\u865a\u62df\u4e16\u754c\u4e2d\u4e0e\u5176\u4ed6\u5ba2\u6237\u4e92\u52a8\u3002\u865a\u62df\u94f6\u884c\u4f53\u9a8c\u662f\u534e\u4fa8\u94f6\u884c\u52aa\u529b\u63a5\u89e6\u5e74\u8f7b\u4e00\u4ee3\u5ba2\u6237\u548c\u63a2\u7d22\u5ba2\u6237\u53c2\u4e0e\u65b0\u6e20\u9053\u7684\u4e00\u90e8\u5206\u3002<\/li><li><strong>\u7f8e\u56fdCPI\u6570\u636e\u53d1\u5e03\u3002<\/strong>\u7f8e\u56fd\u6838\u5fc3\u6d88\u8d39\u8005\u4ef7\u683c\u6307\u6570(CPI)\u6570\u636e\u5c06\u4e8e\u5468\u4e09\u53d1\u5e03\uff0c\u9884\u8ba1\u4e09\u6708CPI\u5c06\u4e0b\u964d\uff0c\u663e\u793a\u901a\u80c0\u7ee7\u7eed\u4e0b\u884c\u3002\u8fd9\u5c06\u8fdb\u4e00\u6b65\u652f\u6301\u5e02\u573a\u5bf9\u672a\u6765\u964d\u606f\u7684\u9884\u671f\uff0c\u8fd9\u5c06\u5bfc\u81f4\u7f8e\u5143\u8d70\u5f31\uff0c\u5e76\u4e3a\u65b0\u52a0\u5761\u94f6\u884c\u80a1\u4ef7\u63d0\u4f9b\u652f\u6301\uff0c\u56e0\u4e3a\u4e24\u8005\u5448\u8d1f\u76f8\u5173\u3002<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u516c\u53f8\u80a1\u4ef7\u4e8e\u65b0\u52a0\u5761\u5143\u5bf9\u7f8e\u5143\u8d70\u52bf\u5bf9\u6bd4<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/eP0vYyAIiq2nhdNTtiVN7bokVtoH-whF51TuEAKiiqAs2GfZ8L9XXhHw-lVDJdNgqedQN6daBZt1QuIMiTOAuxdlXkU_OCi1TiL2qmGHz3JmICglgZgskJmukEoXySQ3Qu3nUKR_r-TqNpYsiYvDl-U\" width=\"602\" height=\"349\"><\/strong><\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"> (Source: Bloomberg)<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u53d7\u76ca\u4e8e\u964d\u606f\u9884\u671f\u3002<\/strong>\u5c3d\u7ba1\u5229\u7387\u4f55\u65f6\u5f00\u59cb\u4e0b\u964d\u5c1a\u4e0d\u786e\u5b9a\uff0c\u4f46\u65b0\u52a0\u5761\u94f6\u884c\u5c06\u5728\u8fd9\u79cd\u52a8\u8361\u7684\u73af\u5883\u4e2d\u7ee7\u7eed\u84ec\u52c3\u53d1\u5c55\uff0c\u56e0\u4e3a\u6211\u4eec\u7684\u672c\u5730\u94f6\u884c\u7cfb\u7edf\u53d7\u5230\u65b0\u52a0\u5761\u91d1\u878d\u7ba1\u7406\u5c40\u7684\u4e25\u683c\u76d1\u7ba1\u548c\u5404\u79cd\u538b\u529b\u7684\u5236\u7ea6\u3002\u91d1\u7ba1\u5c40\u4e5f\u8868\u793a\u613f\u610f\u63d0\u4f9b\u6d41\u52a8\u6027\uff0c\u4ee5\u7ef4\u6301\u91d1\u878d\u7a33\u5b9a\u548c\u6709\u5e8f\u7684\u5e02\u573a\u529f\u80fd\u3002\u6574\u4f53\u5e02\u573a\u8ba4\u4e3a\uff0c\u7f8e\u8054\u50a8\u8fd8\u5c06\u8bd5\u56fe\u901a\u8fc7\u51cf\u5c11\u52a0\u606f\u6765\u964d\u4f4e\u91d1\u878d\u9886\u57df\u7684\u7cfb\u7edf\u6027\u98ce\u9669\uff0c\u5e76\u572823\u5e74\u7b2c\u4e09\u5b63\u5f00\u59cb\u964d\u606f\uff0c\u9884\u8ba1\u5229\u7387\u5c06\u8fbe\u52304.75% \u2013 5.00%\u7684\u5cf0\u503c\u3002\u968f\u7740\u5229\u7387\u9884\u671f\u7684\u4e0b\u964d\uff0c\u501f\u6b3e\u4eba\u53ef\u80fd\u4e3a\u4ed6\u4eec\u7684\u8f83\u9ad8\u5229\u7387\u7684\u8d37\u6b3e\u8fdb\u884c\u518d\u878d\u8d44\u3002<\/li><li><strong>\u4e0d\u65ad\u589e\u957f\u7684\u8d22\u5bcc\u90e8\u5206\u3002<\/strong>\u65b0\u52a0\u5761\u5728\u8fce\u6765\u5bcc\u6709\u7684\u4e2a\u4eba\u548c\u5bb6\u65cf\u7406\u8d22\u5ba4\u7684\u6d8c\u5165\uff0c\u8fd9\u5bfc\u81f4\u8be5\u56fd\u94f6\u884c\u7ba1\u7406\u7684\u8d44\u4ea7\u89c4\u6a21\u4e0a\u5347\u3002\u65b0\u52a0\u5761\u91d1\u878d\u7ba1\u7406\u5c40\u4f30\u8ba1\uff0c2021\u5e74\u7ea6\u6709700\u4e2a\u5bb6\u65cf\u529e\u516c\u5ba4\uff0c\u4f46\u76ee\u524d\u4f30\u8ba1\u7ea6\u67091400\u4e2a\uff0c\u4e2d\u56fd\u5927\u9646\u4eba\u662f\u6700\u5927\u7684\u589e\u957f\u9a71\u52a8\u529b\u3002\u867d\u7136\u5bb6\u65cf\u529e\u516c\u5ba4\u901a\u8fc7\u5916\u90e8\u91d1\u878d\u3001\u7a0e\u52a1\u548c\u6cd5\u5f8b\u4e13\u4e1a\u4eba\u58eb\u95f4\u63a5\u521b\u9020\u5c31\u4e1a\u673a\u4f1a\uff0c\u4f46\u5f88\u5c11\u6709\u8d44\u91d1\u88ab\u6295\u8d44\u4e8e\u57fa\u91d1\u6216\u79c1\u52df\u80a1\u6743\u516c\u53f8\u3002\u5c3d\u7ba1\u5982\u6b64\uff0c\u8d22\u5bcc\u7684\u6d8c\u5165\u4ecd\u5c06\u4f7f\u65b0\u52a0\u5761\u7684\u94f6\u884c\u53d7\u76ca\uff0c\u5c24\u5176\u662f\u5bb6\u65cf\u529e\u516c\u5ba4\u7684\u514d\u7a0e\u8ba1\u5212\uff0c\u8fd9\u5bfc\u81f4\u4e86\u65b0\u52a0\u5761\u94f6\u884c\u7ba1\u7406\u7684\u8d44\u4ea7\u589e\u52a0\u3002\u6b64\u5916\uff0c\u7531\u4e8e\u4e2d\u7f8e\u5173\u7cfb\u6076\u5316\uff0c\u53f0\u6e7e\u7684\u8d85\u7ea7\u5bcc\u8c6a\u6b63\u5728\u8003\u8651\u5728\u65b0\u52a0\u5761\u8bbe\u7acb\u5bb6\u65cf\u7406\u8d22\u5ba4\uff0c\u4ee5\u4fdd\u62a4\u4ed6\u4eec\u7684\u8d22\u5bcc\u3002BDO\u7a0e\u52a1\u54a8\u8be2\u516c\u53f8\u62a5\u544a\u79f0\uff0c\u6765\u81ea\u53f0\u6e7e\u8d85\u7ea7\u5bcc\u8c6a\u7684\u54a8\u8be2\u6709\u6240\u589e\u52a0\u3002\u534e\u4fa8\u94f6\u884c\u8d22\u5bcc\u7ba1\u7406\u6536\u5165\u5360\u96c6\u56e222\u8d22\u5e74\u603b\u6536\u5165\u768433%\u3002\u96c6\u56e2\u8d22\u5bcc\u7ba1\u7406\u8d44\u4ea7\u7ba1\u7406\u89c4\u6a21\u8fbe\u52302,580\u4ebf\u65b0\u5143\uff0c\u9ad8\u4e8e21\u8d22\u5e74\u76842,570\u4ebf\u65b0\u5143\uff0c\u539f\u56e0\u662f\u65b0\u8d44\u91d1\u51c0\u6d41\u5165\u6301\u7eed\u589e\u957f\uff0c\u62b5\u6d88\u4e86\u5e02\u573a\u4f30\u503c\u4e3a\u8d1f\u7684\u5f71\u54cd\u3002\u968f\u7740\u65b0\u52a0\u5761\u7ee7\u7eed\u5438\u5f15\u8d8a\u6765\u8d8a\u591a\u7684\u5bcc\u4eba\uff0c\u8be5\u56fd\u94f6\u884c\u7684\u8d44\u4ea7\u548c\u5b58\u6b3e\u9884\u8ba1\u5c06\u5f97\u5230\u63d0\u632f\u3002<\/li><li><strong>22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u96c6\u56e222\u8d22\u5e74\u51c0\u5229\u6da6\u4ece\u53bb\u5e74\u540c\u671f\u768448.6\u4ebf\u65b0\u5143\u589e\u957f18%\u81f357.5\u4ebf\u65b0\u5143\u3002\u51c0\u5229\u606f\u6536\u5165\u4ece21\u8d22\u5e74\u768458.6\u4ebf\u65b0\u5143\u589e\u957f31%\u81f3\u521b\u7eaa\u5f55\u768476.9\u4ebf\u65b0\u5143\u3002<\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/PA7JrWsGs8mpOn8SoysZYjpLE2KfWcUCfXI2jjZPlaaNXkoq44fWeW7m9B94qfrPomamgRJvmjXBAcxdDpX9qiwJw6b_CZqthS2CeDrx4uodGbBiradaTmT8Qex3RAuE7IMMfBFXbIvEwvyNvzblPR4\" width=\"497\" height=\"106\"><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/aV-16HiYl79Ki1RFPlxertmNdDp0VFDFsYDTyYRFj3TfMMxAyXnaFoDl6iT1JpxkdTUwrYc4t8p6ioXIi_lEsPeEzJ3GbfF5jgWAHlBZoWmpENVe6Twuu9Ua9DfiMf_xQId1faF4o3XUhABjmmA2U0g\" alt=\"\"\/><\/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\"><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>\u91cd\u7533\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 loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/uE3aLGAwzZ63OOWnRfxOHdnO0v_0i9OxuEbY7hMHa_xS9w4TIGSbKoN4QxPho64KZ8--AYDmLNtdLtisW1ejKYHh1Mbta8H5XF5ITepsQdVX4veJHMgePUo8GXUFGeRkBu7tUHlGVy_Imn-RGexOOTY\" width=\"602\" height=\"361\">(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><strong>\u5e02\u573a\u5171\u8bc6\u3002<br><\/strong><\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/aU6MwjKMXuGhDHI1AQOVHIniAnM6wBgq0OUpRUPzl2qXgLf7g8ULP64_U6B1H38Qa_-eo6_EZTjzNyF1_pmieOc3lGeXgvpdei6pHQU61dRt-VyE5SZhjqmGvuD8dKHA9qkqaBpni35P5C_knYUFBfQ\" width=\"497\" height=\"106\"><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/mUpAjBNdXOd66tBGuzYgI4sqRBVPxh5xNdB9KQD0wQ73JVeK_p_QdKxbqS2-aDFHYu3npAadNODWbn2OZODsGFCuVWbxD7C-ixGsx8zhKGMWp7D5ZyJwc1PayE_pDxZ8YZhdQb2Jeu3gH300HFVAV9A\" alt=\"\"\/><\/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-_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\"><strong>\u65b0\u79c0\u4e3d (1910 HK)\uff1a\u65c5\u6e38\u65fa\u5b63\u6765\u4e34<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a24.8 \u76ee\u6807\u4ef7\uff1a27.8 \u6b62\u635f\u4ef7\uff1a23.3<\/strong><\/li><li>\u65b0\u79c0\u4e3d\u56fd\u9645\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u8bbe\u8ba1\u3001\u5236\u9020\u3001\u91c7\u8d2d\u53ca\u5206\u9500\u884c\u674e\u7bb1\u3001\u5546\u52a1\u5305\u53ca\u7535\u8111\u5305\u3001\u6237\u5916\u5305\u53ca\u4f11\u95f2\u5305\u3001\u65c5\u6e38\u914d\u4ef6\u4ee5\u53ca\u4e2a\u4eba\u7535\u5b50\u8bbe\u5907\u7ea4\u8584\u4fdd\u62a4\u58f3\u4e1a\u52a1\u7684\u9999\u6e2f\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u4e09\u4e2a\u90e8\u95e8\u8fd0\u8425\u4e1a\u52a1\u3002\u65c5\u884c\u5305\u90e8\u95e8\u4e3b\u8981\u4ece\u4e8b\u7ecf\u8425\u4e09\u7c7b\u884c\u674e\u7bb1\u53ca\u62c9\u6746\u7bb1\u4e1a\u52a1\uff0c\u5305\u62ec\u786c\u8d28\u3001\u8f6f\u8d28\u548c\u6df7\u5408\u5f0f\u3002\u4f11\u95f2\u5305\u90e8\u95e8\u4e3b\u8981\u4ece\u4e8b\u7ecf\u8425\u65e5\u5e38\u751f\u6d3b\u7528\u54c1\u4e1a\u52a1\uff0c\u5305\u62ec\u4e0d\u540c\u6b3e\u5f0f\u7684\u80cc\u5305\u3001\u5973\u58eb\u53ca\u7537\u58eb\u80a9\u5305\u53ca\u53ef\u62d6\u62c9\u7684\u884c\u674e\u5305\u3002\u5546\u52a1\u5305\u90e8\u95e8\u4ece\u4e8b\u7ecf\u8425\u5546\u52a1\u7528\u9014\u4ea7\u54c1\u4e1a\u52a1\uff0c\u5305\u62ec\u62d6\u62c9\u5f0f\u79fb\u52a8\u529e\u516c\u7528\u884c\u674e\u7bb1\u3001\u624b\u63d0\u516c\u6587\u5305\u548c\u7535\u8111\u5305\u3002<\/li><li><strong>\u5168\u7403\u65c5\u6e38\u4e1a\u5c06\u57282023\u5e74\u7ee7\u7eed\u590d\u82cf\u3002<\/strong>\u6839\u636e\u7ecf\u6d4e\u5b66\u4eba\u667a\u5e93\u300a2023\u5e74\u65c5\u6e38\u4e1a\u62a5\u544a\u300b\uff0c\u7ee72022\u5e74\u540c\u6bd4\u589e\u957f60%\u4e4b\u540e\uff0c2023\u5e74\u5168\u7403\u6e38\u5ba2\u4eba\u6570\u5c06\u540c\u6bd4\u589e\u957f30%\uff0c\u4f46\u4ecd\u5c06\u4f4e\u4e8e\u65b0\u51a0\u75ab\u60c5\u524d\u7684\u6c34\u5e73\u3002\u6839\u636e\u4e16\u754c\u65c5\u6e38\u7ec4\u7ec7\u5bf92023\u5e74\u7684\u524d\u77bb\u6027\u8bbe\u60f3\uff0c\u4eca\u5e74\u56fd\u9645\u6e38\u5ba2\u4eba\u6570\u53ef\u80fd\u8fbe\u5230\u5927\u6d41\u884c\u524d\u6c34\u5e73\u768480%\u81f395%\u3002\u8054\u5408\u56fd\u4e16\u754c\u65c5\u6e38\u7ec4\u7ec7\u9884\u8ba1\uff0c\u5c3d\u7ba1\u65c5\u6e38\u4e1a\u9762\u4e34\u7740\u7ecf\u6d4e\u3001\u5065\u5eb7\u548c\u5730\u7f18\u653f\u6cbb\u65b9\u9762\u7684\u6311\u6218\uff0c\u4f46\u590d\u82cf\u5c06\u5728\u6574\u4e2a2023\u5e74\u6301\u7eed\u3002\u4e2d\u56fd\u662f2019\u5e74\u5168\u7403\u6700\u5927\u7684\u51fa\u5883\u6e38\u5e02\u573a\uff0c\u6700\u8fd1\u53d6\u6d88\u4e86\u4e0eCOVID-19\u76f8\u5173\u7684\u65c5\u884c\u9650\u5236\uff0c\u8fd9\u662f\u4e9a\u592a\u5730\u533a\u548c\u5168\u7403\u65c5\u6e38\u4e1a\u590d\u82cf\u7684\u91cd\u8981\u4e00\u6b65\u3002\u4ece\u77ed\u671f\u6765\u770b\uff0c\u4e2d\u56fd\u6e38\u5ba2\u7684\u6062\u590d\u53ef\u80fd\u5c24\u5176\u6709\u5229\u4e8e\u4e9a\u6d32\u76ee\u7684\u5730\u3002<\/li><li><strong>\u4e0e\u65b0\u767e\u4f26\u5408\u4f5c\u3002<\/strong>\u6700\u8fd1\uff0c\u65b0\u79c0\u4e3d\u4e0e\u65b0\u767e\u4f26\u63a8\u51fa\u4e86\u5168\u65b0\u7684\u201cLive United\u201d\u6d3b\u52a8\u3002\u8be5\u6d3b\u52a8\u65e8\u5728\u6ee1\u8db3\u5f53\u4eca\u6d88\u8d39\u8005\u7684\u65c5\u884c\u548c\u751f\u6d3b\u65b9\u5f0f\u9700\u6c42\u3002\u8fd9\u4e2a\u7cfb\u5217\u6709\u56db\u79cd\u4e0d\u540c\u5c3a\u5bf8\u30012\u79cd\u989c\u8272\u7684\u5305\uff0c\u6ee1\u8db3\u4e0d\u540c\u65c5\u884c\u76ee\u7684\u7684\u9700\u6c42\u3002<\/li><li><strong>22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u53d7\u5168\u7403\u5927\u90e8\u5206\u5730\u533a\u65c5\u6e38\u9700\u6c42\u589e\u52a0\u7684\u63a8\u52a8\uff0c22\u8d22\u5e74\u9500\u552e\u989d\u589e\u81f328.8\u4ebf\u7f8e\u5143(\u540c\u6bd4\u589e\u957f57.4%)\u300222\u5e74\u4e0b\u534a\u5e74\u9500\u552e\u540c\u6bd4\u589e\u957f-0.8%(\u4e0d\u5305\u62ec\u4e2d\u56fd\u5e02\u573a\u540c\u6bd4\u589e\u957f3.5%)\uff0c\u57fa\u672c\u6062\u590d\u52302019\u5e74\u7684\u6c34\u5e73\u300222\u8d22\u5e74\u6bdb\u5229\u7387\u8f832021\u5e74\u63d0\u9ad8130\u4e2a\u57fa\u70b9\u81f355.8%\uff0c\u4e0e\u5386\u53f2\u6c34\u5e73\u4e00\u81f4\u3002\u4e2d\u56fd\u91cd\u65b0\u5f00\u653e\u8fb9\u5883\u5c06\u6709\u52a9\u4e8e\u8fdb\u4e00\u6b65\u63a8\u52a82023\u5e74\u7684\u65c5\u6e38\u548c\u5546\u4e1a\u590d\u82cf\u3002\u7ba1\u7406\u5c42\u5f3a\u8c03\uff0c2023\u5e741\u6708\u548c2\u6708\u7684\u5f00\u5c40\u975e\u5e38\u5f3a\u52b2\uff0c\u6240\u6709\u5730\u533a\u7684\u589e\u957f\u90fd\u8d85\u8fc7\u4e862019\u5e74\u7684\u6c34\u5e73\u3002<\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/thMhu4Iqg8Q3GCpVWzQlVBj2Vq2hpvp605oWm16LFEEhLLamQ0JayAfiqqaanzYoOIswh2jxz-sH0dHhxaOt7C2MR0T8rFt5lCzYE3DILJyYx6CkuXtF3K6kMv1eWUWYiT3-yeIymMVv6wjucTTmLsw\" width=\"492\" height=\"104\"><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/oX9j_WCoS1BbkomfDpN9RZ8lnOsjPpFOO2eA217Y2ovinOoznhe-dWmQ6FD7Nn3IpA6Fm5cgROCueqG4HH3qSSW07ab8U6ujrbAO1e2vmhVMTgWkYThZtFhUqvi1VKvnmpK6Kd-CsWmQP-A-qb79z2o\" alt=\"\"\/><\/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\"><strong>\u666e\u62c9\u8fbe (1913 HK)\uff1a\u5962\u4f88\u54c1\u6c38\u4e0d\u8fc7\u65f6<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\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><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/lh6.googleusercontent.com\/w2-HKvqc-Vtxmjq6vsLF9lgMHawR4lt2_G-eiIncJZPlbZH-nBNk_OQmi0QKcYm5Eo78_uITOu7zkOc0YV_7v7VOoJFQnCv7thcQWR-7lkfHO_atJgT8Rr_7-uTf3a62COMlFHCpDuY0B6W6NeOy-k4\"><\/strong><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/fKR7-SYqReypklNORFROb7VUYcPv9oqSJu_wq5JZ2wF7g4S2VjcNDPKH-VytfYKKNk4GGfMXaydphHcDwjfTlTpE6Q6TL5_HnCZsKuh--bncHd1H5FI6RIQOuzgakVpMW3haREx6xpTAe0ot4qxW0q8\" width=\"602\" height=\"463\"><\/strong><\/p>\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\"><strong>Marathon Digital Holdings Inc (MARA US): \u6bd4\u7279\u5e01\u6062\u590d\u52303\u4e07\u7f8e\u5143\u4ee5\u4e0a\u00a0<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a9.1\uff0c\u76ee\u6807\u4ef7\uff1a11.1\uff0c\u6b62\u635f\u4ef7\uff1a8.1<\/strong><\/li><li>Marathon Digital Holdings, Inc.\u662f\u4e00\u5bb6\u6570\u5b57\u8d44\u4ea7\u6280\u672f\u516c\u53f8\uff0c\u4e13\u6ce8\u4e8e\u7f8e\u56fd\u533a\u5757\u94fe\u751f\u6001\u7cfb\u7edf\u548c\u6570\u5b57\u8d44\u4ea7\u7684\u751f\u6210\u3002<\/li><li><strong>\u6bd4\u7279\u5e01\u7a81\u7834\u3002<\/strong>\u6bd4\u7279\u5e01\u7a81\u78343\u4e07\u7f8e\u5143\u5927\u5173\uff0c\u521b10\u4e2a\u6708\u65b0\u9ad8\uff0c\u4eca\u5e74\u8fc4\u4eca\u6da8\u5e45\u8fd182%\u3002\u6b64\u6b21\u4e0a\u6da8\u53d1\u751f\u57283\u6708\u4efd\u901a\u80c0\u6570\u636e\u53d1\u5e03\u4e4b\u524d\uff0c\u8be5\u6570\u636e\u5c06\u4e8e\u5468\u4e09\u53d1\u5e03\uff0c\u8fd9\u610f\u5473\u7740\u6295\u8d44\u8005\u9884\u8ba1\u7f8e\u56fd\u901a\u80c0\u5c06\u8fdb\u4e00\u6b65\u4e0b\u964d\u3002\u52a0\u606f\u5468\u671f\u7ed3\u675f\u7684\u9884\u671f\u5f97\u5230\u5f3a\u5316\u3002<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6bd4\u7279\u5e01\u53ca\u4ee5\u592a\u574a\u4ef7\u683c<\/strong><\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/e8Hx4cL94Wj2IJXL7ebplYM0hqAhwhM_-GSJny7UFxXvpTfmXO4R3E07CGoiKLAHnU_Pmd73F0e-K3SAXNQ_yEyBQvTwRIxQy4y0WtZmFupmU2fXnhrzVyzP8oP5UQV9omGlhutIt46O7Cy3uldLFW0\" width=\"602\" height=\"349\">(Source: Bloomberg)<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u521b\u7eaa\u7eff\u6bd4\u7279\u5e01\u88ab\u6316\u51fa\u3002<\/strong>\u8be5\u516c\u53f8\u5ba3\u5e03\uff0c3\u6708\u4efd\u6316\u51fa\u4e86825\u679a\u6bd4\u7279\u5e01\uff0c\u9ad8\u4e8e2\u6708\u4efd\u7684683\u679a\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u8be5\u516c\u53f8\u57283\u6708\u4efd\u5356\u51fa\u4e86750\u4e2a\u6bd4\u7279\u5e01\uff0c\u622a\u81f33\u6708\u5e95\u6301\u670911466\u4e2a\u6bd4\u7279\u5e01\u3002<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u516c\u53f8\u80a1\u4ef7\u4e0e\u6bd4\u7279\u5e01\u4ef7\u683c\u5173\u8054<\/strong><\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/OywiVaTmKXh2B9-WVWcxBg6PatBR7BaW9E_qLyF8e-sucTIPMmUEa9HylPe05RlzA5EVN3ksCqyu3OxNnRdqxpmJ_duCfNzK5sXxRocBM03mD3JE-oLeJeZ-M2Hoqyb1F6SQ1P4zbvj0O3yVAeUjuic\" width=\"602\" height=\"333\">(Source: Bloomberg)<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>22\u5e74\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u900a\u9884\u671f\u3002<\/strong>22\u5e74\u7b2c\u56db\u5b63\u5ea6\u6536\u8425\u6536\u540c\u6bd4\u66b4\u8dcc58.4%\u81f328.42\u7f8e\u5143\uff0c\u4f4e\u4e8e\u9884\u671f620\u4e07\u7f8e\u5143\u3002\u7b2c4\u5b63\u5ea6GAAP\u6bcf\u80a1\u4e8f\u635f3.14\u7f8e\u5143\uff0c\u4f4e\u4e8e\u9884\u671f2.95\u7f8e\u5143\u3002<\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/aaesgqE0Pc5jHXrHhzfnmAjvLEwJC_kOwNFzjNEMwRedPDM2UfNN4NSq6Xt-4iHyz-Gpaatb37hqX0U08wI5_n44UY0WKiUyEvHk69OVCcUK7eQ5pYEFM1j7EkcVPvAKO05r_t2eUF9Xlw4Ccst0UCY\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/i0-7x6FicTtSAR8W5oj912Z8b1G8KWf5WriDu1Pm5MMVzWUVyv0n8NVfsaqnZXZRgspNUyWX82RXISh_NfKJt7Lu1dPrhrPvDukYt7aJ80JYkSgmSbbYl_ru795Qbu4jmfr-y3Qwy9V4Y9qFeA3NN2A\" width=\"602\" height=\"353\"><\/strong><\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-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\"><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>\u91cd\u7533\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><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/lh6.googleusercontent.com\/MjC3ih33cCE33crQiRfDu0hE00VWNQMiQgCujXkuT9aPm_9PtWsTEbKaOFKPMT8e0zc8tHJjVucu4O9c-TmZf_AuO3X7tFY6FdbyEe8ce5gXxFXTondLmpfagab-JPuJ-0Gqgnt3-Q9YhA0q3k6wleM\"><br><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/g-TgEqgApNukN8wYQxLKW0nGyk5PDnmcuaUa-KhQCAyXEb3iQhNopE8HSNKHvV8cJW-UkIOZXmAVyGy46Ap5Y4kEHOOZecWC8TvrHhromkAZfs93zdnAJEx0NPnHWlb3K7jELkM70WJjnrT0hbgixPU\" alt=\"\"\/><\/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<p class=\"wp-block-paragraph\"><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"325\" src=\"https:\/\/lh4.googleusercontent.com\/GEkIBPXtP4sgKpJbbIp0xPCXW8DR7KfLSemgvfYC7eDSrx4h95rTYel1UDKbvqI30SepMjOgNgtj0T63oF20BmBIouuQJPXvwTDbK6rCCaQtRNZECuQ41yziy6cGNuXoOqMB_g5fHpSAeod6fmHLuto\"><\/p>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td><br><strong>News Feed<\/strong><\/td><\/tr><tr><td><br>1. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2023-04-10\/stock-market-today-dow-s-p-live-updates#xj4y7vzkg\">Tech Stocks Slump Extends Ahead of Inflation Data: Markets Wrap<\/a><br><\/td><\/tr><tr><td><br>2. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2023-04-11\/fed-officials-signal-divide-over-whether-to-hike-rates-again?srnd=premium-asia#xj4y7vzkg\">Fed Officials Signal Divide Over Whether to Hike Rates Again<\/a><br><\/td><\/tr><tr><td><br>3. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2023-04-11\/goldman-s-flood-preps-market-for-cpi-that-will-shatter-the-calm?srnd=premium-asia#xj4y7vzkg\">Inflation Data Will Shatter the Stock Market Calm, Goldman Partner Warns<\/a><br><\/td><\/tr><tr><td><br>4. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2023-04-11\/imf-trims-world-growth-outlook-as-financial-risks-raise-pressure?srnd=economics-v2#xj4y7vzkg\">IMF Trims World Growth Outlook as Risks Raise Financial Pressure<\/a><br><\/td><\/tr><tr><td><br>5. <a href=\"http:\/\/bloomberg.com\/news\/articles\/2023-04-11\/fed-s-harker-is-prepared-to-do-more-if-needed-to-curb-inflation?srnd=economics-v2#xj4y7vzkg\">Fed\u2019s Harker Is Prepared to Do More If Needed to Curb Inflation<\/a><br><\/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<p class=\"wp-block-paragraph\"><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"327\" src=\"https:\/\/lh6.googleusercontent.com\/IAZQ6MECDefwGxUcLWgxOMn1lEuMHpJ-KCCBLJJ6GWT8lXDLToc5qW2m9IBhJGMEzghwD6oX_U0GmJWDXD5Y83AeoziO51gqI-_ryLeKDVp296Dzl4_85-SqZkMk9v2lSG4feEBBHYwy9XnsIkADgGw\"><\/p>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td><br><strong>News Feed<\/strong><br><\/td><\/tr><tr><td><br>1. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/global\/china-bets-122-trillion-yuan-construction-will-boost-economy\">China bets 12.2 trillion yuan of construction will boost economy<\/a><br><\/td><\/tr><tr><td><br>2. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/chinas-weak-inflation-fuels-calls-more-policy-stimulus\">China\u2019s weak inflation fuels calls for more policy stimulus<\/a><br><\/td><\/tr><tr><td><br>3. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/global\/chinas-auto-parts-makers-join-apple-offshore-factory-push\">China\u2019s auto parts makers join Apple in offshore factory push<\/a><br><\/td><\/tr><tr><td><br>4. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/chinese-airlines-swamped-cabin-crew-applicants-travel-rebounds\">Chinese airlines swamped with cabin crew applicants as travel rebounds<\/a><br><\/td><\/tr><tr><td><br>5. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/global\/chinas-ev-battery-boom-goes-bust\">China\u2019s EV battery boom goes bust<\/a><br><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\">^ Back To Top<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/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>Add Sembcorp Marine (SMM SP) at S$0.117, Prada SPA (1913 HK) at HK$54.5, and Uber Technologies (UBER US) at US$30.8.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/fZrkFxP3Gy0xTXBsLx0waQobO7dpejsaljAQ5PGNtGJIwIf9eATHlFdNqmpmX9xqF_PmdsMAwhH6a_lPrlrCcdCQFbrgam7JcV9yBIXB8YGQIvJ31kjO8hRR0z0BkQNeCr3gLlMVlFWyU_mIUhk2pnc\" width=\"602\" height=\"315\"><\/p>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\">^ Back To Top<\/a> <\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><a href=\"https:\/\/t.me\/kgisg\"><img loading=\"lazy\" decoding=\"async\" width=\"520\" height=\"142\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/06\/word-image-433.png\" alt=\"\" class=\"wp-image-17077\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/06\/word-image-433.png 520w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/06\/word-image-433-300x82.png 300w\" sizes=\"(max-width: 520px) 100vw, 520px\" \/><\/a><\/figure><\/div>\n\n\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u534e\u4fa8\u94f6\u884c (OCBC SP)\uff1a\u53d7\u76ca\u4e8e\u7f8e\u5143\u8d70\u8f6f \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a12.70\uff0c\u76ee\u6807\u4ef7\uff1a13.20\uff0c\u6b62\u635f\u4ef7\uff1a12.45 \u534e\u4fa8\u94f6\u884c\u6709\u9650\u516c\u53f8\u63d0\u4f9b\u5168\u9762\u7684\u91d1\u878d\u670d\u52a1\u3002\u8be5\u516c\u53f8\u7684\u670d\u52a1\u5305\u62ec\u5b58\u6b3e\u3001\u516c\u53f8\u3001\u4f01\u4e1a\u548c\u4e2a\u4eba\u8d37\u6b3e\u3001\u56fd\u9645\u8d38\u6613\u878d\u8d44\u3001\u6295\u8d44\u94f6\u884c\u3001\u79c1\u4eba\u94f6\u884c\u3001\u8d44\u91d1\u3001\u80a1\u7968\u7ecf\u7eaa\u3001\u4fdd\u9669\u3001\u4fe1\u7528\u5361\u3001\u73b0\u91d1\u7ba1\u7406\u3001\u8d44\u4ea7\u7ba1\u7406\u4ee5\u53ca\u5176\u4ed6\u91d1\u878d\u548c\u76f8\u5173\u670d\u52a1\u3002 \u8fdb\u5165\u4e00\u4e2a\u65b0\u7684\u7ef4\u5ea6\u3002\u534e\u4fa8\u94f6\u884c\u662f\u7b2c\u4e00\u5bb6\u5728\u5143\u4e16\u754c\u4e3a\u5ba2\u6237\u5f15\u5165\u865a\u62df\u94f6\u884c\u4f53\u9a8c\u7684\u65b0\u52a0\u5761\u94f6\u884c\u3002\u5ba2\u6237\u53ef\u4ee5\u5728\u57fa\u4e8e\u533a\u5757\u94fe\u7684\u53bb\u4e2d\u5fc3\u5316\u5e73\u53f0\u4e0a\u8bbf\u95ee\u534e\u4fa8\u94f6\u884c\u7684\u865a\u62df\u5206\u884c\uff0c\u5728\u90a3\u91cc\u4ed6\u4eec\u53ef\u4ee5\u5f00\u8bbe\u865a\u62df\u50a8\u84c4\u8d26\u6237\uff0c\u5e76\u5728\u865a\u62df\u4e16\u754c\u4e2d\u4e0e\u5176\u4ed6\u5ba2\u6237\u4e92\u52a8\u3002\u865a\u62df\u94f6\u884c\u4f53\u9a8c\u662f\u534e\u4fa8\u94f6\u884c\u52aa\u529b\u63a5\u89e6\u5e74\u8f7b\u4e00\u4ee3\u5ba2\u6237\u548c\u63a2\u7d22\u5ba2\u6237\u53c2\u4e0e\u65b0\u6e20\u9053\u7684\u4e00\u90e8\u5206\u3002 \u7f8e\u56fdCPI\u6570\u636e\u53d1\u5e03\u3002\u7f8e\u56fd\u6838\u5fc3\u6d88\u8d39\u8005\u4ef7\u683c\u6307\u6570(CPI)\u6570\u636e\u5c06\u4e8e\u5468\u4e09\u53d1\u5e03\uff0c\u9884\u8ba1\u4e09\u6708CPI\u5c06\u4e0b\u964d\uff0c\u663e\u793a\u901a\u80c0\u7ee7\u7eed\u4e0b\u884c\u3002\u8fd9\u5c06\u8fdb\u4e00\u6b65\u652f\u6301\u5e02\u573a\u5bf9\u672a\u6765\u964d\u606f\u7684\u9884\u671f\uff0c\u8fd9\u5c06\u5bfc\u81f4\u7f8e\u5143\u8d70\u5f31\uff0c\u5e76\u4e3a\u65b0\u52a0\u5761\u94f6\u884c\u80a1\u4ef7\u63d0\u4f9b\u652f\u6301\uff0c\u56e0\u4e3a\u4e24\u8005\u5448\u8d1f\u76f8\u5173\u3002 \u516c\u53f8\u80a1\u4ef7\u4e8e\u65b0\u52a0\u5761\u5143\u5bf9\u7f8e\u5143\u8d70\u52bf\u5bf9\u6bd4 (Source: Bloomberg) \u53d7\u76ca\u4e8e\u964d\u606f\u9884\u671f\u3002\u5c3d\u7ba1\u5229\u7387\u4f55\u65f6\u5f00\u59cb\u4e0b\u964d\u5c1a\u4e0d\u786e\u5b9a\uff0c\u4f46\u65b0\u52a0\u5761\u94f6\u884c\u5c06\u5728\u8fd9\u79cd\u52a8\u8361\u7684\u73af\u5883\u4e2d\u7ee7\u7eed\u84ec\u52c3\u53d1\u5c55\uff0c\u56e0\u4e3a\u6211\u4eec\u7684\u672c\u5730\u94f6\u884c\u7cfb\u7edf\u53d7\u5230\u65b0\u52a0\u5761\u91d1\u878d\u7ba1\u7406\u5c40\u7684\u4e25\u683c\u76d1\u7ba1\u548c\u5404\u79cd\u538b\u529b\u7684\u5236\u7ea6\u3002\u91d1\u7ba1\u5c40\u4e5f\u8868\u793a\u613f\u610f\u63d0\u4f9b\u6d41\u52a8\u6027\uff0c\u4ee5\u7ef4\u6301\u91d1\u878d\u7a33\u5b9a\u548c\u6709\u5e8f\u7684\u5e02\u573a\u529f\u80fd\u3002\u6574\u4f53\u5e02\u573a\u8ba4\u4e3a\uff0c\u7f8e\u8054\u50a8\u8fd8\u5c06\u8bd5\u56fe\u901a\u8fc7\u51cf\u5c11\u52a0\u606f\u6765\u964d\u4f4e\u91d1\u878d\u9886\u57df\u7684\u7cfb\u7edf\u6027\u98ce\u9669\uff0c\u5e76\u572823\u5e74\u7b2c\u4e09\u5b63\u5f00\u59cb\u964d\u606f\uff0c\u9884\u8ba1\u5229\u7387\u5c06\u8fbe\u52304.75% \u2013 5.00%\u7684\u5cf0\u503c\u3002\u968f\u7740\u5229\u7387\u9884\u671f\u7684\u4e0b\u964d\uff0c\u501f\u6b3e\u4eba\u53ef\u80fd\u4e3a\u4ed6\u4eec\u7684\u8f83\u9ad8\u5229\u7387\u7684\u8d37\u6b3e\u8fdb\u884c\u518d\u878d\u8d44\u3002 \u4e0d\u65ad\u589e\u957f\u7684\u8d22\u5bcc\u90e8\u5206\u3002\u65b0\u52a0\u5761\u5728\u8fce\u6765\u5bcc\u6709\u7684\u4e2a\u4eba\u548c\u5bb6\u65cf\u7406\u8d22\u5ba4\u7684\u6d8c\u5165\uff0c\u8fd9\u5bfc\u81f4\u8be5\u56fd\u94f6\u884c\u7ba1\u7406\u7684\u8d44\u4ea7\u89c4\u6a21\u4e0a\u5347\u3002\u65b0\u52a0\u5761\u91d1\u878d\u7ba1\u7406\u5c40\u4f30\u8ba1\uff0c2021\u5e74\u7ea6\u6709700\u4e2a\u5bb6\u65cf\u529e\u516c\u5ba4\uff0c\u4f46\u76ee\u524d\u4f30\u8ba1\u7ea6\u67091400\u4e2a\uff0c\u4e2d\u56fd\u5927\u9646\u4eba\u662f\u6700\u5927\u7684\u589e\u957f\u9a71\u52a8\u529b\u3002\u867d\u7136\u5bb6\u65cf\u529e\u516c\u5ba4\u901a\u8fc7\u5916\u90e8\u91d1\u878d\u3001\u7a0e\u52a1\u548c\u6cd5\u5f8b\u4e13\u4e1a\u4eba\u58eb\u95f4\u63a5\u521b\u9020\u5c31\u4e1a\u673a\u4f1a\uff0c\u4f46\u5f88\u5c11\u6709\u8d44\u91d1\u88ab\u6295\u8d44\u4e8e\u57fa\u91d1\u6216\u79c1\u52df\u80a1\u6743\u516c\u53f8\u3002\u5c3d\u7ba1\u5982\u6b64\uff0c\u8d22\u5bcc\u7684\u6d8c\u5165\u4ecd\u5c06\u4f7f\u65b0\u52a0\u5761\u7684\u94f6\u884c\u53d7\u76ca\uff0c\u5c24\u5176\u662f\u5bb6\u65cf\u529e\u516c\u5ba4\u7684\u514d\u7a0e\u8ba1\u5212\uff0c\u8fd9\u5bfc\u81f4\u4e86\u65b0\u52a0\u5761\u94f6\u884c\u7ba1\u7406\u7684\u8d44\u4ea7\u589e\u52a0\u3002\u6b64\u5916\uff0c\u7531\u4e8e\u4e2d\u7f8e\u5173\u7cfb\u6076\u5316\uff0c\u53f0\u6e7e\u7684\u8d85\u7ea7\u5bcc\u8c6a\u6b63\u5728\u8003\u8651\u5728\u65b0\u52a0\u5761\u8bbe\u7acb\u5bb6\u65cf\u7406\u8d22\u5ba4\uff0c\u4ee5\u4fdd\u62a4\u4ed6\u4eec\u7684\u8d22\u5bcc\u3002BDO\u7a0e\u52a1\u54a8\u8be2\u516c\u53f8\u62a5\u544a\u79f0\uff0c\u6765\u81ea\u53f0\u6e7e\u8d85\u7ea7\u5bcc\u8c6a\u7684\u54a8\u8be2\u6709\u6240\u589e\u52a0\u3002\u534e\u4fa8\u94f6\u884c\u8d22\u5bcc\u7ba1\u7406\u6536\u5165\u5360\u96c6\u56e222\u8d22\u5e74\u603b\u6536\u5165\u768433%\u3002\u96c6\u56e2\u8d22\u5bcc\u7ba1\u7406\u8d44\u4ea7\u7ba1\u7406\u89c4\u6a21\u8fbe\u52302,580\u4ebf\u65b0\u5143\uff0c\u9ad8\u4e8e21\u8d22\u5e74\u76842,570\u4ebf\u65b0\u5143\uff0c\u539f\u56e0\u662f\u65b0\u8d44\u91d1\u51c0\u6d41\u5165\u6301\u7eed\u589e\u957f\uff0c\u62b5\u6d88\u4e86\u5e02\u573a\u4f30\u503c\u4e3a\u8d1f\u7684\u5f71\u54cd\u3002\u968f\u7740\u65b0\u52a0\u5761\u7ee7\u7eed\u5438\u5f15\u8d8a\u6765\u8d8a\u591a\u7684\u5bcc\u4eba\uff0c\u8be5\u56fd\u94f6\u884c\u7684\u8d44\u4ea7\u548c\u5b58\u6b3e\u9884\u8ba1\u5c06\u5f97\u5230\u63d0\u632f\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u96c6\u56e222\u8d22\u5e74\u51c0\u5229\u6da6\u4ece\u53bb\u5e74\u540c\u671f\u768448.6\u4ebf\u65b0\u5143\u589e\u957f18%\u81f357.5\u4ebf\u65b0\u5143\u3002\u51c0\u5229\u606f\u6536\u5165\u4ece21\u8d22\u5e74\u768458.6\u4ebf\u65b0\u5143\u589e\u957f31%\u81f3\u521b\u7eaa\u5f55\u768476.9\u4ebf\u65b0\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u5e03\u7c73\u8fbe\u9a6c\u519c\u4e1a (BAL SP)\uff1a\u68d5\u6988\u6cb9\u5728\u53cd\u5f39 \u91cd\u7533\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\u5171\u8bc6\u3002 (Source: Bloomberg) \u65b0\u79c0\u4e3d (1910 HK)\uff1a\u65c5\u6e38\u65fa\u5b63\u6765\u4e34 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a24.8 \u76ee\u6807\u4ef7\uff1a27.8 \u6b62\u635f\u4ef7\uff1a23.3 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\u53d7\u76ca\u4e8e\u964d\u606f\u9884\u671f\u3002\u5c3d\u7ba1\u5229\u7387\u4f55\u65f6\u5f00\u59cb\u4e0b\u964d\u5c1a\u4e0d\u786e\u5b9a\uff0c\u4f46\u65b0\u52a0\u5761\u94f6\u884c\u5c06\u5728\u8fd9\u79cd\u52a8\u8361\u7684\u73af\u5883\u4e2d\u7ee7\u7eed\u84ec\u52c3\u53d1\u5c55\uff0c\u56e0\u4e3a\u6211\u4eec\u7684\u672c\u5730\u94f6\u884c\u7cfb\u7edf\u53d7\u5230\u65b0\u52a0\u5761\u91d1\u878d\u7ba1\u7406\u5c40\u7684\u4e25\u683c\u76d1\u7ba1\u548c\u5404\u79cd\u538b\u529b\u7684\u5236\u7ea6\u3002\u91d1\u7ba1\u5c40\u4e5f\u8868\u793a\u613f\u610f\u63d0\u4f9b\u6d41\u52a8\u6027\uff0c\u4ee5\u7ef4\u6301\u91d1\u878d\u7a33\u5b9a\u548c\u6709\u5e8f\u7684\u5e02\u573a\u529f\u80fd\u3002\u6574\u4f53\u5e02\u573a\u8ba4\u4e3a\uff0c\u7f8e\u8054\u50a8\u8fd8\u5c06\u8bd5\u56fe\u901a\u8fc7\u51cf\u5c11\u52a0\u606f\u6765\u964d\u4f4e\u91d1\u878d\u9886\u57df\u7684\u7cfb\u7edf\u6027\u98ce\u9669\uff0c\u5e76\u572823\u5e74\u7b2c\u4e09\u5b63\u5f00\u59cb\u964d\u606f\uff0c\u9884\u8ba1\u5229\u7387\u5c06\u8fbe\u52304.75% \u2013 5.00%\u7684\u5cf0\u503c\u3002\u968f\u7740\u5229\u7387\u9884\u671f\u7684\u4e0b\u964d\uff0c\u501f\u6b3e\u4eba\u53ef\u80fd\u4e3a\u4ed6\u4eec\u7684\u8f83\u9ad8\u5229\u7387\u7684\u8d37\u6b3e\u8fdb\u884c\u518d\u878d\u8d44\u3002 \u4e0d\u65ad\u589e\u957f\u7684\u8d22\u5bcc\u90e8\u5206\u3002\u65b0\u52a0\u5761\u5728\u8fce\u6765\u5bcc\u6709\u7684\u4e2a\u4eba\u548c\u5bb6\u65cf\u7406\u8d22\u5ba4\u7684\u6d8c\u5165\uff0c\u8fd9\u5bfc\u81f4\u8be5\u56fd\u94f6\u884c\u7ba1\u7406\u7684\u8d44\u4ea7\u89c4\u6a21\u4e0a\u5347\u3002\u65b0\u52a0\u5761\u91d1\u878d\u7ba1\u7406\u5c40\u4f30\u8ba1\uff0c2021\u5e74\u7ea6\u6709700\u4e2a\u5bb6\u65cf\u529e\u516c\u5ba4\uff0c\u4f46\u76ee\u524d\u4f30\u8ba1\u7ea6\u67091400\u4e2a\uff0c\u4e2d\u56fd\u5927\u9646\u4eba\u662f\u6700\u5927\u7684\u589e\u957f\u9a71\u52a8\u529b\u3002\u867d\u7136\u5bb6\u65cf\u529e\u516c\u5ba4\u901a\u8fc7\u5916\u90e8\u91d1\u878d\u3001\u7a0e\u52a1\u548c\u6cd5\u5f8b\u4e13\u4e1a\u4eba\u58eb\u95f4\u63a5\u521b\u9020\u5c31\u4e1a\u673a\u4f1a\uff0c\u4f46\u5f88\u5c11\u6709\u8d44\u91d1\u88ab\u6295\u8d44\u4e8e\u57fa\u91d1\u6216\u79c1\u52df\u80a1\u6743\u516c\u53f8\u3002\u5c3d\u7ba1\u5982\u6b64\uff0c\u8d22\u5bcc\u7684\u6d8c\u5165\u4ecd\u5c06\u4f7f\u65b0\u52a0\u5761\u7684\u94f6\u884c\u53d7\u76ca\uff0c\u5c24\u5176\u662f\u5bb6\u65cf\u529e\u516c\u5ba4\u7684\u514d\u7a0e\u8ba1\u5212\uff0c\u8fd9\u5bfc\u81f4\u4e86\u65b0\u52a0\u5761\u94f6\u884c\u7ba1\u7406\u7684\u8d44\u4ea7\u589e\u52a0\u3002\u6b64\u5916\uff0c\u7531\u4e8e\u4e2d\u7f8e\u5173\u7cfb\u6076\u5316\uff0c\u53f0\u6e7e\u7684\u8d85\u7ea7\u5bcc\u8c6a\u6b63\u5728\u8003\u8651\u5728\u65b0\u52a0\u5761\u8bbe\u7acb\u5bb6\u65cf\u7406\u8d22\u5ba4\uff0c\u4ee5\u4fdd\u62a4\u4ed6\u4eec\u7684\u8d22\u5bcc\u3002BDO\u7a0e\u52a1\u54a8\u8be2\u516c\u53f8\u62a5\u544a\u79f0\uff0c\u6765\u81ea\u53f0\u6e7e\u8d85\u7ea7\u5bcc\u8c6a\u7684\u54a8\u8be2\u6709\u6240\u589e\u52a0\u3002\u534e\u4fa8\u94f6\u884c\u8d22\u5bcc\u7ba1\u7406\u6536\u5165\u5360\u96c6\u56e222\u8d22\u5e74\u603b\u6536\u5165\u768433%\u3002\u96c6\u56e2\u8d22\u5bcc\u7ba1\u7406\u8d44\u4ea7\u7ba1\u7406\u89c4\u6a21\u8fbe\u52302,580\u4ebf\u65b0\u5143\uff0c\u9ad8\u4e8e21\u8d22\u5e74\u76842,570\u4ebf\u65b0\u5143\uff0c\u539f\u56e0\u662f\u65b0\u8d44\u91d1\u51c0\u6d41\u5165\u6301\u7eed\u589e\u957f\uff0c\u62b5\u6d88\u4e86\u5e02\u573a\u4f30\u503c\u4e3a\u8d1f\u7684\u5f71\u54cd\u3002\u968f\u7740\u65b0\u52a0\u5761\u7ee7\u7eed\u5438\u5f15\u8d8a\u6765\u8d8a\u591a\u7684\u5bcc\u4eba\uff0c\u8be5\u56fd\u94f6\u884c\u7684\u8d44\u4ea7\u548c\u5b58\u6b3e\u9884\u8ba1\u5c06\u5f97\u5230\u63d0\u632f\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u96c6\u56e222\u8d22\u5e74\u51c0\u5229\u6da6\u4ece\u53bb\u5e74\u540c\u671f\u768448.6\u4ebf\u65b0\u5143\u589e\u957f18%\u81f357.5\u4ebf\u65b0\u5143\u3002\u51c0\u5229\u606f\u6536\u5165\u4ece21\u8d22\u5e74\u768458.6\u4ebf\u65b0\u5143\u589e\u957f31%\u81f3\u521b\u7eaa\u5f55\u768476.9\u4ebf\u65b0\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u5e03\u7c73\u8fbe\u9a6c\u519c\u4e1a (BAL SP)\uff1a\u68d5\u6988\u6cb9\u5728\u53cd\u5f39 \u91cd\u7533\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\u5171\u8bc6\u3002 (Source: Bloomberg) \u65b0\u79c0\u4e3d (1910 HK)\uff1a\u65c5\u6e38\u65fa\u5b63\u6765\u4e34 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a24.8 \u76ee\u6807\u4ef7\uff1a27.8 \u6b62\u635f\u4ef7\uff1a23.3 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