{"id":26448,"date":"2023-05-05T07:00:00","date_gmt":"2023-05-04T23:00:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=26448"},"modified":"2023-05-05T08:57:12","modified_gmt":"2023-05-05T00:57:12","slug":"kgi-daily-trading-ideas-05-may-2023-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-05-may-2023-zh\/","title":{"rendered":"2023\u5e7405\u670805\u65e5: \u60a6\u6995\u63a7\u80a1 (BTH SP), \u4e2d\u56fd\u5e73\u5b89 (2318 HK), \u5df4\u91cc\u514b\u9ec3\u91d1 (GOLD 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-26448-_7l8preso5cex\"><\/a><strong>\u60a6\u6995\u63a7\u80a1 (BTH SP)\uff1a\u65c5\u6e38\u4e1a\u590d\u82cf\u4e0b\u7684\u6269\u5f20\u6b65\u5165\u6b63\u8f68<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.365\uff0c\u76ee\u6807\u4ef7\uff1a0.395\uff0c\u6b62\u635f\u4ef7\uff1a0.350<\/strong>   <\/li><li>\u60a6\u6995\u63a7\u80a1\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u5176\u5b50\u516c\u53f8\u62e5\u6709\u548c\u7ba1\u7406\u9152\u5e97\u96c6\u56e2\u3002\u8be5\u516c\u53f8\u4e13\u6ce8\u4e8e\u9152\u5e97\uff0c\u5ea6\u5047\u6751\uff0c\u6c34\u7597\u4e2d\u5fc3\uff0c\u753b\u5eca\uff0c\u9ad8\u5c14\u592b\u7403\u573a\u548c\u4f4f\u5b85\uff0c\u4ee5\u53ca\u63d0\u4f9b\u6295\u8d44\uff0c\u8bbe\u8ba1\uff0c\u65bd\u5de5\u548c\u9879\u76ee\u7ba1\u7406\u670d\u52a1\u3002\u60a6\u6995\u63a7\u80a1\u670d\u52a1\u4e8e\u5168\u7403\u5ba2\u6237   <\/li><li><strong>\u8fdb\u4e00\u6b65\u6269\u5f20\u7684\u8ba1\u5212\u3002<\/strong>\u60a6\u6995\u9152\u5e97\u96c6\u56e2\u6709\u671b\u5b9e\u73b0\u5176\u57282021\u5e74\u8bbe\u5b9a\u7684\u76ee\u6807\uff0c\u5373\u52302025\u5e74\u5e95\u5c06\u9152\u5e97\u6570\u91cf\u7ffb\u4e00\u756a\u3002\u53bb\u5e74\uff0c\u5b83\u63a8\u51fa\u4e865\u4e2a\u65b0\u7684\u9152\u5e97\u54c1\u724c\u548c8\u5bb6\u9152\u5e97\u3002\u60a6\u6995\u8ba1\u5212\u5728\u672a\u6765\u4e09\u5e74\u5185\u5728\u65b0\u7684\u548c\u73b0\u6709\u7684\u76ee\u7684\u5730\u5f00\u8bbe\u66f4\u591a\u7684\u9152\u5e97\uff0c\u4ee5\u6269\u5927\u5176\u5168\u7403\u4e1a\u52a1\u3002\u8fd9\u5305\u62ec\u5728\u4e2d\u56fd\u3001\u97e9\u56fd\u3001\u83f2\u5f8b\u5bbe\u3001\u6c99\u7279\u963f\u62c9\u4f2f\u3001\u65b0\u52a0\u5761\u548c\u65e5\u672c\u7684\u4e0d\u540c\u5730\u70b9\u5f00\u8bbe\u60a6\u6995\u5ea6\u5047\u6751\u3002\u6b64\u5916\uff0c\u8be5\u96c6\u56e2\u5c06\u4e8e2023\u5e74\u5c06Banyan Tree Veya\u54c1\u724c\u5f15\u5165\u58a8\u897f\u54e5\u7684\u4e0b\u52a0\u5229\u798f\u5c3c\u4e9a\u5dde\uff0c\u5e76\u5c06\u5728\u672a\u6765\u4e24\u5e74\u5185\u5728\u5370\u5ea6\u5c3c\u897f\u4e9a\u7684\u82cf\u95e8\u7b54\u814a\u5c9b\u63a8\u51faBanyan Tree Escape\u6982\u5ff5\u3002\u52302025\u5e74\uff0cAngsana\u54c1\u724c\u8fd8\u5c06\u5728\u8d8a\u5357\u3001\u67ec\u57d4\u5be8\u3001\u53f0\u6e7e\u548c\u897f\u73ed\u7259\u5f00\u8bbe\u65b0\u7684\u5ea6\u5047\u6751\u3002\u6b64\u5916\uff0cCassia\u3001Dhawa\u3001Homm\u548cGarrya\u54c1\u724c\u90fd\u5c06\u5728\u4e9a\u6d32\u5404\u5730\u5f00\u8bbe\u65b0\u9152\u5e97\u3002   <\/li><li><strong>\u4e94\u4e00\u5047\u671f\u65c5\u6e38\u56de\u6696\u3002<\/strong>\u6839\u636e\u6587\u5316\u548c\u65c5\u6e38\u90e8\u7684\u6570\u636e\uff0c\u5728\u4e3a\u671f\u4e94\u5929\u7684\u5047\u671f\u4e2d\uff0c\u56fd\u5185\u65c5\u6e38\u4eba\u6570\u8fbe\u52302.74\u4ebf\u4eba\u6b21\uff0c\u540c\u6bd4\u589e\u957f70.8%\uff0c\u6bd42019\u5e74\u589e\u957f19%\uff0c\u56fd\u5185\u65c5\u6e38\u603b\u652f\u51fa\u4e3a1480\u4ebf\u5143\u4eba\u6c11\u5e01(210\u4ebf\u7f8e\u5143)\uff0c\u540c\u6bd4\u589e\u957f128.9%\uff0c\u4e0e\u75ab\u60c5\u524d\u7684\u6c34\u5e73\u76f8\u5f53\u3002\u6b64\u5916\uff0c\u7531\u4e8e\u6d77\u5916\u822a\u73ed\u4ecd\u4f4e\u4e8e2019\u5e74\u7684\u6c34\u5e73\uff0c\u800c\u4e2d\u56fd\u7684\u4e94\u4e00\u5047\u671f\u662f\u4e2d\u56fd\u7b2c\u4e00\u4e2a\u6ca1\u6709\u904f\u5236\u75ab\u60c5\u7684\u65c5\u6e38\u5b63\u8282\uff0c\u8fd9\u53ef\u80fd\u6807\u5fd7\u7740\u4e2d\u56fd\u65c5\u6e38\u4e1a\u7684\u6301\u7eed\u590d\u82cf\u3002\u5728\u6b64\u671f\u95f4\uff0c\u4e2d\u56fd\u9152\u5e97\u7684\u9700\u6c42\u6fc0\u589e\uff0c\u5165\u4f4f\u7387\u548c\u5e73\u5747\u6bcf\u65e5\u623f\u4ef7\u90fd\u6709\u6240\u63d0\u9ad8\u3002   <\/li><li><strong>\u4e2d\u56fd\u7ecf\u6d4e\u590d\u82cf\u6709\u52a9\u4e8e\u8425\u6536\u589e\u957f\u3002<\/strong>\u7531\u4e8e\u4e2d\u56fd\u53d6\u6d88\u4e86\u65c5\u884c\u9650\u5236\u548c\u7b7e\u53d1\u6240\u6709\u7c7b\u578b\u7684\u7b7e\u8bc1\uff0c\u60a6\u6995\u572823\u8d22\u5e74\u5904\u4e8e\u6709\u5229\u5730\u4f4d\u3002\u8be5\u96c6\u56e2\u5df2\u5728\u4e2d\u56fd\u8fd0\u8425\u4e8614\u5bb6\u9152\u5e97\uff0c\u5e76\u8ba1\u5212\u4eca\u5e74\u518d\u5f00\u8bbe4\u5bb6\u9152\u5e97\u3002\u8be5\u96c6\u56e2\u5c06\u5438\u5f15\u8d8a\u6765\u8d8a\u591a\u7684\u6e38\u5ba2\u5149\u987e\u5176\u5728\u4e2d\u56fd\u7684\u9152\u5e97\uff0c\u5e76\u4ece\u4e2d\u56fd\u6b63\u5728\u590d\u82cf\u7684\u65c5\u6e38\u4e1a\u548c\u7ecf\u6d4e\u4e2d\u83b7\u5229\u3002   <\/li><li><strong>22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>22\u8d22\u5e74\u7684\u8425\u6536\u589e\u957f23%\uff0c\u4ece\u4e0a\u5e74\u540c\u671f\u76842.212\u4ebf\u65b0\u5143\u589e\u81f32.713\u4ebf\u65b0\u5143\u30022022\u5e74\u6062\u590d\u76c8\u5229\uff0c\u4ece\u4e0a\u4e00\u5e74\u7684\u7a0e\u540e\u4e8f\u635f\u548c\u5c11\u6570\u80a1\u6743\u4e8f\u635f5520\u4e07\u65b0\u5143\u589e\u81f3\u76c8\u522980\u4e07\u65b0\u5143\u3002   <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>   <\/li><li><strong><img decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-77.png\" class=\"wp-image-26512\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-77.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-77-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong>   <\/li><li><strong>\u5728\u8fd9\u91cc\u9605\u8bfb\u57fa\u4e8e\u57fa\u672c\u9762\u7684<a href=\"https:\/\/www.kgieworld.sg\/futures\/resources\/ck\/files\/docs\/securities\/BTH_COMPANY%20UPDATE.pdf\">\u5b8c\u6574\u62a5\u544a<\/a>\u3002<\/strong>   <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1230\" height=\"702\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-78.png\" alt=\"\" class=\"wp-image-26514\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-78.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-78-300x171.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-78-1024x584.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-78-768x438.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-26448-_tamjpnbhe3q1\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-79.png\" class=\"wp-image-26515\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-79.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-79-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-26448-_3zvbe4r4ap1\"><\/a><strong>\u975e\u51e1\u5a31\u4e50 (UNU SP)\uff1a\u66f4\u591a\u6f14\u5531\u4f1a\u5373\u5c06\u5230\u6765<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.170\uff0c\u76ee\u6807\u4ef7\uff1a0.200\uff0c\u6b62\u635f\u4ef7\uff1a0.135<\/strong>   <\/li><li>\u975e\u51e1\u5a31\u4e50\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3a\u6d3b\u52a8\u548c\u97f3\u4e50\u4f1a\u63d0\u4f9b\u5236\u4f5c\u548c\u63a8\u5e7f\u670d\u52a1\u7684\u516c\u53f8\u3002\u516c\u53f8\u4e3a\u6d3b\u52a8\u548c\u97f3\u4e50\u4f1a\u63d0\u4f9b\u821e\u53f0\u3001\u97f3\u54cd\u3001\u706f\u5149\u548c\u89c6\u89c9\u670d\u52a1\uff0c\u5e76\u7ec4\u7ec7\u548c\u63a8\u5e7f\u97f3\u4e50\u4f1a\u3002   <\/li><li><strong>\u5f20\u5b66\u53cb\u6f14\u5531\u4f1a\u95e8\u7968\u552e\u7f44\u3002<\/strong>\u5f20\u5b66\u53cb\u5c06\u5728\u65b0\u52a0\u5761\u7684\u5ba4\u5185\u4f53\u80b2\u573a\u8fdb\u884c9\u665a\u7684\u5de1\u6f14\u3002\u6b64\u524d\uff0c\u9884\u5b9a\u7684\u516d\u573a\u6f14\u51fa\u7684\u95e8\u7968\u5728\u51e0\u5c0f\u65f6\u5185\u5c31\u88ab\u62a2\u8d2d\u4e00\u7a7a\uff0c\u53e6\u5916\u4e09\u573a\u6f14\u51fa\u5c06\u4e8e5\u67083\u65e5(\u5468\u4e09)\u4e2d\u534812\u70b9\u5f00\u59cb\u9500\u552e\u3002   <\/li><li><strong>\u73b0\u573a\u6f14\u5531\u4f1a\u53c8\u56de\u6765\u4e86\u3002<\/strong>\u968f\u7740\u5168\u7403\u8303\u56f4\u5185\u65b0\u51a0\u80ba\u708e\u9632\u63a7\u63aa\u65bd\u7684\u89e3\u9664\u548c\u65c5\u884c\u7684\u6062\u590d\uff0c\u4eca\u5e74\u8d8a\u6765\u8d8a\u591a\u7684\u827a\u4eba\u5b89\u6392\u4e86\u5de1\u56de\u6f14\u5531\u4f1a\u3002\u968f\u7740\u9650\u5236\u7684\u653e\u5bbd\uff0c\u97f3\u4e50\u4f1a\u7ec4\u7ec7\u8005\u73b0\u5728\u53ef\u4ee5\u5728\u66f4\u5927\u7684\u573a\u5730\u4e3e\u529e\u6f14\u51fa\uff0c\u5bb9\u7eb3\u66f4\u591a\u7684\u4eba\u3002\u6b64\u5916\uff0c\u5bf9\u5728\u4e9a\u6d32\u4e3e\u529e\u7684\u73b0\u573a\u6d3b\u52a8\u7684\u9700\u6c42\u5927\u5e45\u589e\u957f\uff0c\u9884\u8ba1\u5c06\u7ee7\u7eed\u5448\u4e0a\u5347\u8d8b\u52bf\u3002   <\/li><li><strong>\u66f4\u591a\u6f14\u51fa\u3002<\/strong>2022\u5e74\uff0c\u516c\u53f8\u6210\u529f\u4e3e\u529e\u4e86\u591a\u573a\u6f14\u5531\u4f1a\uff0c\u9080\u8bf7\u4e86\u6797\u4fca\u6770\u3001Air Supply\u548c\u897f\u57ce\u7537\u5b69\u7b49\u77e5\u540d\u827a\u4eba\u3002\u57282023\u5e74\uff0c\u516c\u53f8\u5df2\u7ecf\u5b89\u6392\u4e86\u4e00\u4e9b\u5927\u724c\u7684\u6f14\u51fa\uff0c\u5982\u5f20\u5b66\u53cb\u548c\u5468\u6770\u4f26\uff0c\u4ee5\u53ca\u5176\u4ed6\u6d41\u884c\u827a\u4eba\u5bb6\uff0c\u5982\u8349\u8722\u3001\u5468\u534e\u5065\u548c\u90ed\u5bcc\u57ce\u3002\u6b64\u5916\uff0c\u9884\u8ba1\u4e0b\u534a\u5e74\u5c06\u7ec4\u7ec7\u66f4\u591a\u7684\u6d3b\u52a8\u3002   <\/li><li><strong>23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u96c6\u56e2\u6536\u5165\u589e\u957f\u7ea61,475%\uff0c\u4ece22\u8d22\u5e74\u4e0a\u534a\u5e74\u768440\u4e07\u65b0\u5143\u589e\u81f323\u8d22\u5e74\u4e0a\u534a\u5e74\u7684630\u4e07\u65b0\u5143\u3002\u6bdb\u5229\u6da6\u589e\u957f580%\uff0c\u4ece22\u8d22\u5e74\u4e0a\u534a\u5e74\u768450\u4e07\u65b0\u5143\u589e\u81f323\u8d22\u5e74\u4e0a\u534a\u5e74\u7684240\u4e07\u65b0\u5143\u3002\u8be5\u96c6\u56e2\u572823\u8d22\u5e74\u4e0a\u534a\u5e74\u5b9e\u73b0\u51c0\u5229\u6da6100\u4e07\u65b0\u5143\uff0c\u800c\u53bb\u5e74\u540c\u671f\u51c0\u4e8f\u635f160\u4e07\u65b0\u5143\u3002   <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"702\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-80.png\" alt=\"\" class=\"wp-image-26516\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-80.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-80-300x171.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-80-1024x584.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-80-768x438.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-26448-_jq25f5ud8fpv\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-81.png\" class=\"wp-image-26517\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-81.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-81-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"hk\"><a id=\"post-26448-_9ctm8ukw9e4m\"><\/a><a id=\"post-26448-_amcnmqkifzvy\"><\/a> <a id=\"post-26448-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-82.png\" class=\"wp-image-26518\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-82.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-82-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-26448-_dhojofx6a6p8\"><\/a><strong>\u4e2d\u56fd\u5e73\u5b89 (2318 HK)\uff1a\u8eb2\u907f\u7f8e\u56fd\u94f6\u884c\u4e1a\u62c5\u5fe7\u7684\u5e87\u62a4\u6240<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\u4ef7\uff1a58.5\uff0c\u76ee\u6807\u4ef7\uff1a63.5\uff0c\u6b62\u635f\u4ef7\uff1a56.0<\/strong>   <\/li><li>\u4e2d\u56fd\u5e73\u5b89\u4fdd\u9669\uff08\u96c6\u56e2\uff09\u80a1\u4efd\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e2a\u4eba\u91d1\u878d\u670d\u52a1\u63d0\u4f9b\u5546\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u4fdd\u9669\u3001\u94f6\u884c\u3001\u6295\u8d44\u4ee5\u53ca\u4e92\u8054\u7f51\u91d1\u878d\u4ea7\u54c1\u53ca\u670d\u52a1\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u56db\u4e2a\u4e1a\u52a1\u90e8\u95e8\u8fd0\u8425\u3002\u4fdd\u9669\u90e8\u95e8\u63d0\u4f9b\u4eba\u5bff\u4fdd\u9669\u548c\u8d22\u4ea7\u4fdd\u9669\uff0c\u5305\u62ec\u5b9a\u671f\u4fdd\u9669\u3001\u7ec8\u8eab\u4fdd\u9669\u3001\u517b\u8001\u4fdd\u9669\u3001\u5e74\u91d1\u4fdd\u9669\u3001\u6c7d\u8f66\u4fdd\u9669\uff0c\u4ee5\u53ca\u5065\u5eb7\u4fdd\u9669\u3002\u94f6\u884c\u90e8\u95e8\u4ece\u4e8b\u4e0e\u4f01\u4e1a\u5ba2\u6237\u76f8\u5173\u7684\u8d37\u6b3e\u53ca\u4e2d\u4ecb\u4e1a\u52a1\u4ee5\u53ca\u96f6\u552e\u4e1a\u52a1\u3002\u8d44\u4ea7\u7ba1\u7406\u90e8\u95e8\u4ece\u4e8b\u8bc1\u5238\u4e1a\u52a1\u3001\u4fe1\u6258\u4e1a\u52a1\u53ca\u5176\u4ed6\u8d44\u4ea7\u7ba1\u7406\u4e1a\u52a1\uff0c\u5305\u62ec\u6295\u8d44\u3001\u7ecf\u7eaa\u3001\u8d38\u6613\u53ca\u8d44\u4ea7\u7ba1\u7406\u670d\u52a1\u3002\u4e92\u8054\u7f51\u91d1\u878d\u90e8\u95e8\u63d0\u4f9b\u4e92\u8054\u7f51\u91d1\u878d\u4ea7\u54c1\u4e0e\u670d\u52a1\u3002   <\/li><li><strong>\u8d44\u91d1\u4ece\u7f8e\u56fd\u8f6c\u5411\u4e2d\u56fd\u80a1\u5e02\u3002<\/strong>\u968f\u7740\u4e2d\u56fd\u6446\u8131\u65b0\u51a0\u80ba\u708e\u9650\u5236\u5e76\u8f6c\u5411\u4fc3\u589e\u957f\u653f\u7b56\uff0c\u5168\u7403\u8d44\u91d1\u6b63\u9010\u6e10\u56de\u5f52\u4e2d\u56fd\u5883\u5185\u80a1\u5e02\u3002\u7845\u8c37\u94f6\u884c\u5012\u95ed\u5f15\u53d1\u7684\u7f8e\u56fd\u94f6\u884c\u4e1a\u5371\u673a\u7ed9\u6295\u8d44\u8005\u5e26\u6765\u4e86\u6050\u614c\uff0c\u5bfc\u81f4\u8d44\u672c\u4ece\u7f8e\u56fd\u91d1\u878d\u4e1a\u6d41\u5411\u4e2d\u56fd\u91d1\u878d\u4e1a\u3002\u6700\u8fd1\uff0c\u5728\u5bf9\u5168\u7403\u94f6\u884c\u4e1a\u7684\u62c5\u5fe7\u4e2d\uff0c\u4e2d\u56fd\u91d1\u878d\u80a1\u7684\u8868\u73b0\u4f18\u4e8e\u7f8e\u56fd\u540c\u884c\uff0c\u6210\u4e3a\u514d\u53d7\u6d77\u5916\u6ce2\u52a8\u5f71\u54cd\u7684\u7eff\u6d32\u3002   <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>MSCI\u4e2d\u56fd\u91d1\u878d\u80a1(\u7ea2\u8272)\u4e0eMSCI\u7f8e\u56fd\u91d1\u878d\u80a1(\u84dd\u8272)<\/strong>\n<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"722\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-83.png\" class=\"wp-image-26519\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-83.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-83-300x176.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-83-1024x601.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-83-768x451.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/strong>\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u623f\u5c4b\u9500\u552e\u590d\u82cf\u3002<\/strong>\u4eca\u5e744\u6708\uff0c\u4e2d\u56fd\u623f\u5730\u4ea7\u884c\u4e1a\u7ee7\u7eed\u663e\u793a\u51fa\u590d\u82cf\u7684\u8ff9\u8c61\uff0c\u4e2d\u56fd100\u5bb6\u6700\u5927\u623f\u5730\u4ea7\u5f00\u53d1\u5546\u7684\u623f\u5c4b\u9500\u552e\u8fde\u7eed\u7b2c\u4e09\u4e2a\u6708\u589e\u957f\u3002\u8fd9\u4e00\u589e\u957f\u5f52\u56e0\u4e8e\u76d1\u7ba1\u673a\u6784\u5bf9\u623f\u5730\u4ea7\u4e1a\u7684\u91d1\u878d\u652f\u6301\uff0c\u5305\u62ec\u5728\u4e0a\u6d77\u7b49\u8bb8\u591a\u5927\u57ce\u5e02\u964d\u4f4e\u62b5\u62bc\u8d37\u6b3e\u5229\u7387\u548c\u653e\u677e\u8d2d\u623f\u9650\u5236\u3002\u4e2d\u56fd\u623f\u5730\u4ea7\u4fe1\u606f\u516c\u53f8 (China Real Estate Information Corp) \u7684\u521d\u6b65\u6570\u636e\u663e\u793a\uff0c100\u5bb6\u6700\u5927\u5f00\u53d1\u5546\u7684\u65b0\u623f\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f31.6%\uff0c\u8fbe\u5230\u4eba\u6c11\u5e015,665\u4ebf\u5143 (\u5408819\u4ebf\u7f8e\u5143)\u3002\u8fd9\u8868\u660e\uff0c\u8fd1\u5e74\u6765\u7531\u4e8e\u7ecf\u6d4e\u653e\u7f13\u548c\u76d1\u7ba1\u6536\u7d27\u800c\u9677\u5165\u56f0\u5883\u7684\u623f\u5730\u4ea7\u5e02\u573a\u51fa\u73b0\u4e86\u660e\u663e\u53cd\u5f39\u3002\n  <\/li><li><strong>22\u8d22\u5e74\u4e1a\u7ee9\u3002<\/strong>\u8425\u6536\u4e0b\u964d\u81f39,857\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c2021\u8d22\u5e74\u4e3a1,0576\u4ebf\u5143\u4eba\u6c11\u5e01\uff08\u540c\u6bd4\u4e0b\u964d6.7%\uff09\u30022022\u8d22\u5e74\u51c0\u5229\u6da6\u964d\u81f3838\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u8f832021\u8d22\u5e74\u76841,016\u4ebf\u5143\u4eba\u6c11\u5e01\u540c\u6bd4\u4e0b\u964d17.6%\u300222\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u4e3a\u4eba\u6c11\u5e014.80\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-84.png\" alt=\"\" class=\"wp-image-26520\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-84.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-84-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"702\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-85.png\" alt=\"\" class=\"wp-image-26521\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-85.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-85-300x171.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-85-1024x584.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-85-768x438.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-26448-_pxc2fm1xtn57\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-86.png\" class=\"wp-image-26522\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-86.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-86-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-26448-_46utsgfpv0b8\"><\/a><strong>\u6d77\u5e95\u635e (6862 HK)\uff1a\u4e2d\u56fd\u7684\u5de8\u5927\u80c3\u53e3<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\u4ef7\uff1a19.3\uff0c\u76ee\u6807\u4ef7\uff1a21.3\uff0c\u6b62\u635f\u4ef7\uff1a18.3<\/strong>   <\/li><li>\u6d77\u5e95\u635e\u56fd\u9645\u63a7\u80a1\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u9910\u5385\u7ecf\u8425\u4e1a\u52a1\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u4ece\u4e8b\u201c\u6d77\u5e95\u635e\u201d\u54c1\u724c\u7684\u8fde\u9501\u706b\u9505\u5e97\u7684\u7ecf\u8425\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u8fd8\u4ece\u4e8b\u5916\u5356\u4e1a\u52a1\u4ee5\u53ca\u8c03\u5473\u54c1\u53ca\u98df\u6750\u7684\u9500\u552e\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u5728\u4e2d\u56fd\u56fd\u5185\u5e02\u573a\u5f00\u5c55\u4e1a\u52a1\u3002   <\/li><li><strong>\u4e2d\u56fd\u98df\u54c1\u996e\u6599\u535a\u89c8\u4f1a\u91cd\u65b0\u5f00\u5e55\u3002<\/strong>\u4e2d\u56fd\u98df\u54c1\u996e\u6599\u535a\u89c8\u4f1a(CFDF)\u91cd\u65b0\u5f00\u5e55\uff0c\u5728\u7ecf\u5386\u4e86\u56e0\u65b0\u51a0\u80ba\u708e\u5927\u6d41\u884c\u800c\u5145\u6ee1\u6311\u6218\u7684\u6570\u5e74\u540e\uff0c\u4e3a\u9910\u996e\u4e1a\u63d0\u4f9b\u4e86\u6025\u9700\u7684\u63a8\u52a8\u529b\u3002\u5c55\u89c8\u9762\u79ef32\u4e07\u5e73\u65b9\u7c73\uff0c\u9884\u8ba1\u5c06\u6709\u6765\u81ea40\u591a\u4e2a\u56fd\u5bb6\u548c\u5730\u533a\u76846500\u591a\u5bb6\u53c2\u5c55\u5546\uff0c\u8d85\u8fc730\u4e07\u5ba2\u6237\u548c\u5546\u5bb6\u53c2\u52a0\u6b64\u6b21\u6d3b\u52a8\u3002   <\/li><li><strong>\u52b3\u52a8\u8282\u5047\u671f\u6d88\u8d39\u72c2\u6f6e\u3002<\/strong>\u57284\u670829\u65e5\u5f00\u59cb\u7684\u4e3a\u671f\u4e94\u5929\u7684\u4e2d\u56fd\u52b3\u52a8\u8282\u5047\u671f\u671f\u95f4\uff0c\u6d88\u8d39\u8005\u652f\u51fa\u660e\u663e\u98d9\u5347\u3002\u5728\u65b0\u51a0\u80ba\u708e\u9650\u5236\u653e\u677e\u540e\uff0c\u6d88\u8d39\u8005\u5f00\u59cb\u201c\u62a5\u590d\u6027\u6d88\u8d39\u201d\uff0c\u8fd9\u6bb5\u65f6\u95f4\u4e2d\u56fd\u7684\u5ba2\u6d41\u91cf\u521b\u5386\u53f2\u65b0\u9ad8\u3002\u52b3\u52a8\u8282\u5047\u671f\u7684\u7b2c\u4e00\u5929\u8fce\u6765\u4e86\u5de8\u5927\u7684\u5ba2\u6d41\u91cf\uff0c\u5168\u56fd\u6709\u8fd15700\u4e07\u4eba\u6b21\u3002\u6d77\u5e95\u635e\u5728\u4e2d\u56fd\u67091300\u591a\u5bb6\u95e8\u5e97\uff0c\u5728\u6d77\u5916\u6709114\u591a\u5bb6\u95e8\u5e97\uff0c\u6b64\u6b21\u6062\u590d\u5ba2\u6d41\u91cf\u5fc5\u5c06\u63a8\u52a8\u6d77\u5e95\u635e\u7684\u589e\u957f\u3002   <\/li><li><strong>23\u5e74\u7b2c\u4e00\u5b63\u5ea6\u56fd\u5185\u6d88\u8d39\u597d\u8f6c\u3002<\/strong>\u6839\u636e\u56fd\u5bb6\u7edf\u8ba1\u5c40\u7684\u6570\u636e\uff0c\u4e2d\u56fd\u56fd\u5185\u6d88\u8d39\u6301\u7eed\u5347\u6e29\uff0c\u793e\u4f1a\u6d88\u8d39\u54c1\u96f6\u552e\u603b\u989d\u540c\u6bd4\u589e\u957f5.8%\u3002\u524d\u4e09\u4e2a\u6708\uff0c\u603b\u8ba1\u7ea611.49\u4e07\u4ebf\u5143\u3002\u4ec53\u6708\u4efd\uff0c\u96f6\u552e\u989d\u5c31\u540c\u6bd4\u589e\u957f10.6%\u3002   <\/li><li><strong>22\u8d22\u5e74\u4e1a\u7ee9\u3002<\/strong>\u6301\u7eed\u7ecf\u8425\u4e1a\u52a1\u6536\u5165\u4e3a\u4eba\u6c11\u5e01310.386\u4ebf\u5143\uff0c\u540c\u6bd4\u4e0b\u964d20.6%\uff0c\u5168\u5e74\u6301\u7eed\u7ecf\u8425\u4e1a\u52a1\u5229\u6da6\u4e3a\u4eba\u6c11\u5e0116.373\u4ebf\u5143\uff0c\u800c21\u8d22\u5e74\u4e3a\u4e8f\u635f\u4eba\u6c11\u5e0132.478\u4ebf\u5143\u300222\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u4e3a0.28\u6e2f\u5143\u3002   <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>   <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-87.png\" alt=\"\" class=\"wp-image-26523\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-87.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-87-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"702\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-88.png\" alt=\"\" class=\"wp-image-26524\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-88.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-88-300x171.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-88-1024x584.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-88-768x438.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-89.png\" alt=\"\" class=\"wp-image-26525\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-89.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-89-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"US\"><a id=\"post-26448-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-90.png\" class=\"wp-image-26526\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-90.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-90-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-90-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-26448-_2epkon2tpvqa\"><\/a><a id=\"post-26448-_iv0gwt25x8l2\"><\/a><strong>\u5df4\u91cc\u514b\u9ec3\u91d1 (GOLD US)\uff1a\u5bf9\u51b2\u5373\u5c06\u5230\u6765\u7684\u5371\u673a<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\u4ef7\uff1a20.0\uff0c\u76ee\u6807\u4ef7\uff1a23.0\uff0c\u6b62\u635f\u4ef7\uff1a18.5<\/strong>   <\/li><li>\u5df4\u91cc\u514b\u9ec4\u91d1\u516c\u53f8\u4ece\u4e8b\u9ec4\u91d1\u548c\u94dc\u8d44\u4ea7\u7684\u52d8\u63a2\u3001\u77ff\u5c71\u5f00\u53d1\u3001\u751f\u4ea7\u548c\u9500\u552e\u3002\u5b83\u62e5\u6709\u4f4d\u4e8e\u963f\u6839\u5ef7\u3001\u52a0\u62ff\u5927\u3001C\u00f4te d\u2019 ivvoire\u3001\u521a\u679c\u6c11\u4e3b\u5171\u548c\u56fd\u3001\u591a\u7c73\u5c3c\u52a0\u5171\u548c\u56fd\u3001\u9a6c\u91cc\u3001\u5766\u6851\u5c3c\u4e9a\u548c\u7f8e\u56fd\u7684\u91d1\u77ff\u7684\u6240\u6709\u6743\u6743\u76ca\u3002   <\/li><li><strong>\u94f6\u884c\u4e1a\u5371\u673a\u4ecd\u5728\u7ee7\u7eed\u3002<\/strong>\u7f8e\u8054\u50a8\u57285\u6708\u7684\u8054\u90a6\u516c\u5f00\u5e02\u573a\u59d4\u5458\u4f1a\u4f1a\u8bae\u4e0a\u518d\u6b21\u4e0a\u8c03\u8054\u90a6\u57fa\u91d1\u5229\u738725\u4e2a\u57fa\u70b9\uff0c\u7f8e\u8054\u50a8\u4e3b\u5e2d\u9c8d\u5a01\u5c14\u8868\u793a\uff0c\u94f6\u884c\u4f53\u7cfb\u662f\u5065\u5168\u7684\uff0c\u5177\u6709\u5f39\u6027\u3002\u7136\u800c\uff0c\u968f\u7740\u5b58\u6b3e\u63d0\u73b0\u52a0\u901f\u4ee5\u53ca\u6295\u8d44\u8005\u62c5\u5fc3\u66f4\u591a\u94f6\u884c\u5012\u95ed\uff0c\u7f8e\u56fd\u5730\u533a\u6027\u94f6\u884c\u7684\u629b\u552e\u4ecd\u5728\u7ee7\u7eed\u3002\u7531\u4e8e\u8d44\u4ea7\/\u8d1f\u503a\u671f\u9650\u4e0d\u5339\u914d\uff0c\u5730\u533a\u94f6\u884c\u5c06\u7ee7\u7eed\u906d\u53d7\u6301\u7eed\u9ad8\u5229\u7387\u7684\u5f71\u54cd\u3002\u6b64\u5916\uff0c\u8fd9\u4e9b\u94f6\u884c\u5bf9\u5546\u4e1a\u623f\u5730\u4ea7\u5e02\u573a\u7684\u655e\u53e3\u5f88\u5927\uff0c\u800c\u5546\u4e1a\u623f\u5730\u4ea7\u5e02\u573a\u53c8\u9762\u4e34\u7740\u53e6\u4e00\u573a\u6f5c\u5728\u5371\u673a\u3002\u7f8e\u56fd\u5199\u5b57\u697c\u548c\u8d2d\u7269\u4e2d\u5fc3\u7684\u7a7a\u7f6e\u7387\u6b63\u5728\u4e0a\u5347\uff0c\u5bfc\u81f4\u5546\u4e1a\u5730\u4ea7\u8d37\u6b3e\u62d6\u6b20\u7387\u4e0a\u5347\uff0c\u4ee5\u53ca\u968f\u4e4b\u800c\u6765\u7684\u5546\u4e1a\u62b5\u62bc\u8d37\u6b3e\u652f\u6301\u8bc1\u5238\u8fdd\u7ea6\u3002   <\/li><li><strong>\u5373\u5c06\u89e6\u53ca\u503a\u52a1\u4e0a\u9650\u3002<\/strong>\u7f8e\u56fd\u8d22\u653f\u90e8\u957f\u8036\u4f26\u8b66\u544a\u8bf4\uff0c\u5982\u679c\u56fd\u4f1a\u4e0d\u80fd\u63d0\u9ad8\u6216\u53d6\u6d88\u503a\u52a1\u4e0a\u9650\uff0c\u7f8e\u56fd\u53ef\u80fd\u4f1a\u57286\u6708\u4e4b\u524d\u8017\u5c3d\u73b0\u91d1\u3002\u9274\u4e8e\u76ee\u524d\u7684\u7ecf\u6d4e\u5f62\u52bf\uff0c\u6f5c\u5728\u7684\u653f\u5e9c\u5173\u95ed\u5c06\u52a0\u901f\u7f8e\u56fd\u9677\u5165\u8870\u9000\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u6295\u8d44\u8005\u53ef\u80fd\u4f1a\u5728\u77ed\u671f\u5185\u770b\u5230\u91d1\u878d\u5e02\u573a\u7684\u52a8\u8361\u3002   <\/li><li><strong>2023\u5e74\u9ec4\u91d1\u4ef7\u683c\u524d\u666f\u770b\u597d\u3002<\/strong>\u5f71\u54cd\u91d1\u4ef7\u7684\u56e0\u7d20\u6709\u5f88\u591a\uff0c\u5176\u4e2d\u6700\u4e3b\u8981\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\u8ba1\u7f8e\u5143\u6c47\u7387\u5c06\u5728\u53bb\u5e74\u89c1\u9876\u3002\u5c3d\u7ba1\u6700\u8fd1\u7684\u5b8f\u89c2\u6570\u636e\uff0c\u59823\u6708CPI\u548c\u6838\u5fc3\u4e2a\u4eba\u6d88\u8d39\u652f\u51fa\u4ef7\u683c\u9ad8\u4e8e\u9884\u671f\uff0c\u4f46\u4e24\u8005\u90fd\u663e\u793a\u6574\u4f53\u4ef7\u683c\u6b63\u5728\u4e0b\u964d\u3002\u5e02\u573a\u9884\u8ba1\u7f8e\u8054\u50a8\u5c06\u572823\u5e74\u7b2c\u4e09\u5b63\u5ea6\u672b\u964d\u606f\u3002\u53e6\u4e00\u65b9\u9762\uff0c\u5730\u7f18\u653f\u6cbb\u9ad8\u5ea6\u7d27\u5f20\uff0c\u968f\u65f6\u53ef\u80fd\u5347\u7ea7\uff0c\u4e2d\u7f8e\u5bf9\u6297\u66f4\u52a0\u9891\u7e41\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>\n<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"1276\" height=\"722\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-91.png\" class=\"wp-image-26527\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-91.png 1276w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-91-300x170.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-91-1024x579.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-91-768x435.png 768w\" sizes=\"(max-width: 1276px) 100vw, 1276px\" \/><\/strong>\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u4e0b\u964d7.4%\u81f326.4\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f7,000\u4e07\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.14\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.02\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u4ecd\u6709\u671b\u5b9e\u73b0\u51762023\u5e74\u7684\u6307\u5f15\uff0c\u6b64\u524d\u7684\u76ee\u6807\u662f\u751f\u4ea7420\u4e07\u81f3460\u4e07\u76ce\u53f8\u9ec4\u91d1\u548c4.2\u4ebf\u81f34.7\u4ebf\u78c5\u94dc\uff0c\u800c2022\u8d22\u5e74\u7684\u4ea7\u91cf\u4e3a414\u4e07\u76ce\u53f8\u9ec4\u91d1\u548c4.4\u4ebf\u78c5\u94dc\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-92.png\" alt=\"\" class=\"wp-image-26528\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-92.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-92-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5df4\u91cc\u514b\u9ec4\u91d1\u53ca\u91d1\u4ef7<\/strong>\n<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  <img loading=\"lazy\" decoding=\"async\" width=\"1192\" height=\"643\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-93.png\" class=\"wp-image-26529\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-93.png 1192w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-93-300x162.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-93-1024x552.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-93-768x414.png 768w\" sizes=\"(max-width: 1192px) 100vw, 1192px\" \/>\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"702\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-94.png\" alt=\"\" class=\"wp-image-26530\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-94.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-94-300x171.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-94-1024x584.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-94-768x438.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-95.png\" alt=\"\" class=\"wp-image-26531\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-95.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-95-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-95-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-26448-_k6bubwvkl8o3\"><\/a><a id=\"post-26448-_ta8yf5d9b7xb\"><\/a><strong>\u7f51\u98de\u516c\u53f8 (NFLX US)\uff1a\u5ffd\u7565\u5e02\u573a\u566a\u97f3<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\u4ef7\uff1a315\uff0c\u76ee\u6807\u4ef7\uff1a345\uff0c\u6b62\u635f\u4ef7\uff1a300<\/strong>   <\/li><li>Netflix\u516c\u53f8\u63d0\u4f9b\u5a31\u4e50\u670d\u52a1\u3002\u5b83\u63d0\u4f9b\u5404\u79cd\u7c7b\u578b\u548c\u8bed\u8a00\u7684\u7535\u89c6\u5267\u3001\u7eaa\u5f55\u7247\u3001\u6545\u4e8b\u7247\u548c\u624b\u673a\u6e38\u620f\u3002\u8be5\u516c\u53f8\u4e3a\u4f1a\u5458\u63d0\u4f9b\u901a\u8fc7\u4e00\u7cfb\u5217\u4e92\u8054\u7f51\u8fde\u63a5\u8bbe\u5907\u63a5\u6536\u6d41\u5a92\u4f53\u5185\u5bb9\u7684\u80fd\u529b\uff0c\u5305\u62ec\u7535\u89c6\u3001\u6570\u5b57\u89c6\u9891\u64ad\u653e\u5668\u3001\u7535\u89c6\u673a\u9876\u76d2\u548c\u79fb\u52a8\u8bbe\u5907\u3002   <\/li><li><strong>\u597d\u83b1\u575e\u7f16\u5267\u7f62\u5de5\u662f\u6284\u5e95\u7684\u597d\u673a\u4f1a\u3002<\/strong>\u597d\u83b1\u575e\u7f16\u5267\u5728\u4e0e\u5305\u62ec\u7f51\u98de\u516c\u53f8\u5728\u5185\u7684\u4e3b\u8981\u5a31\u4e50\u548c\u7535\u5f71\u516c\u53f8\u8fdb\u884c\u4e86\u516d\u5468\u7684\u8c08\u5224\u540e\uff0c\u6295\u7968\u51b3\u5b9a\u7f62\u5de5\u3002\u8fd9\u662f\u81ea2007\u5e74\u4ee5\u6765\u7684\u4e00\u6b21\u7f62\u5de5\uff0c\u4e0a\u4e00\u6b21\u7684\u7f62\u5de5\u9020\u6210\u4e86\u6570\u5341\u4ebf\u7f8e\u5143\u7684\u4ea7\u51fa\u635f\u5931\u548c\u5f53\u65f6\u7f51\u7edc\u7535\u89c6\u5b63\u9ec4\u91d1\u65f6\u6bb5\u56db\u5206\u4e4b\u4e00\u7684\u8282\u76ee\u635f\u5931\u3002\u7136\u800c\uff0c\u8fd9\u662f\u4e00\u4e2a\u4e70\u5165\u7684\u673a\u4f1a\uff0c\u56e0\u4e3a\u516c\u53f8\u7684\u5236\u4f5c\u66f4\u52a0\u591a\u6837\u5316\u3002\u8fd1\u5e74\u6765\uff0c\u97e9\u56fd\u7535\u5f71\u548c\u7535\u89c6\u5267\u8d8a\u6765\u8d8a\u53d7\u6b22\u8fce\uff0c\u6b64\u524d\u8be5\u516c\u53f8\u8ba1\u5212\u5728\u672a\u67654\u5e74\u5185\u5411\u97e9\u56fd\u5185\u5bb9\u6295\u8d4425\u4ebf\u7f8e\u5143\u3002\u7f62\u5de5\u5bf9\u8fd9\u4e9b\u5267\u96c6\u7684\u5236\u4f5c\u7684\u5f71\u54cd\u6709\u9650\u3002\u6b64\u5916\uff0c\u7f62\u5de5\u7684\u4e3b\u8981\u4eba\u7fa4\u662f\u7f16\u5267\uff0c\u800c\u4e0d\u662f\u6f14\u5458\uff0c\u56e0\u6b64\uff0c\u5373\u4f7f\u7f62\u5de5\uff0c\u7535\u5f71\u53ca\u5267\u96c6\u5236\u4f5c\u4ecd\u7ee7\u7eed\u3002   <\/li><li><strong>\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u7b2c\u4e00\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957f3.7%\uff0c\u81f381.6\u4ebf\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u4f4e2,000\u4e07\u7f8e\u5143\u3002\u7b2c\u4e00\u5b63\u5ea6GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a2.88\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.01\u7f8e\u5143\u3002\u5e73\u5747\u4ed8\u8d39\u4f1a\u5458\u6570\u91cf\u540c\u6bd4\u589e\u957f4%\uff0c\u8fbe\u5230175\u4e07\u3002   <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>   <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-96.png\" alt=\"\" class=\"wp-image-26532\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-96.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-96-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"702\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-97.png\" alt=\"\" class=\"wp-image-26533\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-97.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-97-300x171.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-97-1024x584.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-97-768x438.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\">^ Back To Top<\/a> <\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-26448-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-98.png\" class=\"wp-image-26534\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-98.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-98-300x64.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\/05\/word-image-99.png\" alt=\"\" class=\"wp-image-26535\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-99.png 829w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-99-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-99-768x96.png 768w\" sizes=\"(max-width: 829px) 100vw, 829px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-26448-_fginbsn8cd1z\"><\/a><a id=\"post-26448-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"495\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/image-83.png\" alt=\"\" class=\"wp-image-26562\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/image-83.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/image-83-300x158.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/image-83-768x404.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td><p><strong>News Feed<\/strong>\n<\/p><\/td><\/tr><tr><td><p>   1. <a href=\"https:\/\/www.reuters.com\/markets\/global-markets-wrapup-1-2023-05-04\/\">Stocks fall, dollar rises as investors eye weakening economy<\/a><\/p><\/td><\/tr><tr><td><p>   2. <a href=\"https:\/\/www.reuters.com\/markets\/us\/short-selling-comes-under-fire-regional-banks-sell-off-2023-05-04\/\">Short selling comes under fire as regional banks sell off<\/a> <\/p><\/td><\/tr><tr><td><p>   3. <a href=\"https:\/\/www.reuters.com\/markets\/commodities\/gold-advances-us-fed-hints-rate-hike-pause-2023-05-04\/\">Gold flirts with all-time highs as banking concerns deepen<\/a> <\/p><\/td><\/tr><tr><td><p>   4. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2023-05-04\/real-estate-stocks-are-saviors-for-traders-fleeing-bank-risks?srnd=markets-vp&leadSource=uverify%20wall#xj4y7vzkg\">Real Estate Stocks Rescue Traders Fleeing Bank Risks<\/a> <\/p><\/td><\/tr><tr><td><p>   5. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2023-05-04\/fed-emergency-loans-plunge-after-first-republic-seizure?srnd=economics-v2&leadSource=uverify%20wall#xj4y7vzkg\">Fed Emergency Loans Plunge After First Republic Seizure<\/a> <\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-101.png\" alt=\"\" class=\"wp-image-26537\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-101.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-101-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-26448-_qqv3rtx8nazp\"><\/a><a id=\"post-26448-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1275\" height=\"667\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-102.png\" alt=\"\" class=\"wp-image-26538\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-102.png 1275w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-102-300x157.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-102-1024x536.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-102-768x402.png 768w\" sizes=\"(max-width: 1275px) 100vw, 1275px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td><p><strong>News Feed<\/strong>\n<\/p><\/td><\/tr><tr><td><p>\n  1. <a href=\"https:\/\/www.reuters.com\/world\/china\/china-tourism-rebounds-pre-covid-levels-during-may-day-holiday-2023-05-03\/\">China\u2019s holiday tourism rebound to pre-COVID levels boosts outlook<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/global\/china-takes-yuan-global-bid-repel-weaponised-dollar\">China takes the yuan global in bid to repel a weaponised dollar<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/chinas-factories-struggle-further-sign-economic-imbalance\">China\u2019s factories struggle in further sign of economic imbalance<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.reuters.com\/markets\/australias-exports-china-hit-record-highs-barriers-ease-2023-05-04\/\">Australia\u2019s exports to China hit record highs as barriers ease<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.businesstimes.com.sg\/companies-markets\/banking-finance\/chinese-banks-drive-apac-banks-debt-issuance-coming-months-sp\">Chinese banks to drive Apac banks\u2019 debt issuance in coming months: S&P<\/a>\n<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\">^ Back To Top<\/a> <\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-103.png\" alt=\"\" class=\"wp-image-26539\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-103.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-103-300x64.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\/05\/word-image-104.png\" alt=\"\" class=\"wp-image-26540\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-104.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-104-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Cut loss on Samsonite International (1910 HK) at HK$23.3. Add Haidilao (6862 HK) at HK$19.3.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"375\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-105.png\" alt=\"\" class=\"wp-image-26541\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-105.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-105-300x119.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-105-768x305.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 \u60a6\u6995\u63a7\u80a1 (BTH SP)\uff1a\u65c5\u6e38\u4e1a\u590d\u82cf\u4e0b\u7684\u6269\u5f20\u6b65\u5165\u6b63\u8f68 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.365\uff0c\u76ee\u6807\u4ef7\uff1a0.395\uff0c\u6b62\u635f\u4ef7\uff1a0.350 \u60a6\u6995\u63a7\u80a1\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u5176\u5b50\u516c\u53f8\u62e5\u6709\u548c\u7ba1\u7406\u9152\u5e97\u96c6\u56e2\u3002\u8be5\u516c\u53f8\u4e13\u6ce8\u4e8e\u9152\u5e97\uff0c\u5ea6\u5047\u6751\uff0c\u6c34\u7597\u4e2d\u5fc3\uff0c\u753b\u5eca\uff0c\u9ad8\u5c14\u592b\u7403\u573a\u548c\u4f4f\u5b85\uff0c\u4ee5\u53ca\u63d0\u4f9b\u6295\u8d44\uff0c\u8bbe\u8ba1\uff0c\u65bd\u5de5\u548c\u9879\u76ee\u7ba1\u7406\u670d\u52a1\u3002\u60a6\u6995\u63a7\u80a1\u670d\u52a1\u4e8e\u5168\u7403\u5ba2\u6237 \u8fdb\u4e00\u6b65\u6269\u5f20\u7684\u8ba1\u5212\u3002\u60a6\u6995\u9152\u5e97\u96c6\u56e2\u6709\u671b\u5b9e\u73b0\u5176\u57282021\u5e74\u8bbe\u5b9a\u7684\u76ee\u6807\uff0c\u5373\u52302025\u5e74\u5e95\u5c06\u9152\u5e97\u6570\u91cf\u7ffb\u4e00\u756a\u3002\u53bb\u5e74\uff0c\u5b83\u63a8\u51fa\u4e865\u4e2a\u65b0\u7684\u9152\u5e97\u54c1\u724c\u548c8\u5bb6\u9152\u5e97\u3002\u60a6\u6995\u8ba1\u5212\u5728\u672a\u6765\u4e09\u5e74\u5185\u5728\u65b0\u7684\u548c\u73b0\u6709\u7684\u76ee\u7684\u5730\u5f00\u8bbe\u66f4\u591a\u7684\u9152\u5e97\uff0c\u4ee5\u6269\u5927\u5176\u5168\u7403\u4e1a\u52a1\u3002\u8fd9\u5305\u62ec\u5728\u4e2d\u56fd\u3001\u97e9\u56fd\u3001\u83f2\u5f8b\u5bbe\u3001\u6c99\u7279\u963f\u62c9\u4f2f\u3001\u65b0\u52a0\u5761\u548c\u65e5\u672c\u7684\u4e0d\u540c\u5730\u70b9\u5f00\u8bbe\u60a6\u6995\u5ea6\u5047\u6751\u3002\u6b64\u5916\uff0c\u8be5\u96c6\u56e2\u5c06\u4e8e2023\u5e74\u5c06Banyan Tree Veya\u54c1\u724c\u5f15\u5165\u58a8\u897f\u54e5\u7684\u4e0b\u52a0\u5229\u798f\u5c3c\u4e9a\u5dde\uff0c\u5e76\u5c06\u5728\u672a\u6765\u4e24\u5e74\u5185\u5728\u5370\u5ea6\u5c3c\u897f\u4e9a\u7684\u82cf\u95e8\u7b54\u814a\u5c9b\u63a8\u51faBanyan Tree Escape\u6982\u5ff5\u3002\u52302025\u5e74\uff0cAngsana\u54c1\u724c\u8fd8\u5c06\u5728\u8d8a\u5357\u3001\u67ec\u57d4\u5be8\u3001\u53f0\u6e7e\u548c\u897f\u73ed\u7259\u5f00\u8bbe\u65b0\u7684\u5ea6\u5047\u6751\u3002\u6b64\u5916\uff0cCassia\u3001Dhawa\u3001Homm\u548cGarrya\u54c1\u724c\u90fd\u5c06\u5728\u4e9a\u6d32\u5404\u5730\u5f00\u8bbe\u65b0\u9152\u5e97\u3002 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22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u300222\u8d22\u5e74\u7684\u8425\u6536\u589e\u957f23%\uff0c\u4ece\u4e0a\u5e74\u540c\u671f\u76842.212\u4ebf\u65b0\u5143\u589e\u81f32.713\u4ebf\u65b0\u5143\u30022022\u5e74\u6062\u590d\u76c8\u5229\uff0c\u4ece\u4e0a\u4e00\u5e74\u7684\u7a0e\u540e\u4e8f\u635f\u548c\u5c11\u6570\u80a1\u6743\u4e8f\u635f5520\u4e07\u65b0\u5143\u589e\u81f3\u76c8\u522980\u4e07\u65b0\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 \u5728\u8fd9\u91cc\u9605\u8bfb\u57fa\u4e8e\u57fa\u672c\u9762\u7684\u5b8c\u6574\u62a5\u544a\u3002 (Source: Bloomberg) \u975e\u51e1\u5a31\u4e50 (UNU SP)\uff1a\u66f4\u591a\u6f14\u5531\u4f1a\u5373\u5c06\u5230\u6765 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.170\uff0c\u76ee\u6807\u4ef7\uff1a0.200\uff0c\u6b62\u635f\u4ef7\uff1a0.135 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(\u5408819\u4ebf\u7f8e\u5143)\u3002\u8fd9\u8868\u660e\uff0c\u8fd1\u5e74\u6765\u7531\u4e8e\u7ecf\u6d4e\u653e\u7f13\u548c\u76d1\u7ba1\u6536\u7d27\u800c\u9677\u5165\u56f0\u5883\u7684\u623f\u5730\u4ea7\u5e02\u573a\u51fa\u73b0\u4e86\u660e\u663e\u53cd\u5f39\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u3002\u8425\u6536\u4e0b\u964d\u81f39,857\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c2021\u8d22\u5e74\u4e3a1,0576\u4ebf\u5143\u4eba\u6c11\u5e01\uff08\u540c\u6bd4\u4e0b\u964d6.7%\uff09\u30022022\u8d22\u5e74\u51c0\u5229\u6da6\u964d\u81f3838\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u8f832021\u8d22\u5e74\u76841,016\u4ebf\u5143\u4eba\u6c11\u5e01\u540c\u6bd4\u4e0b\u964d17.6%\u300222\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u4e3a\u4eba\u6c11\u5e014.80\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) 23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d7.4%\u81f326.4\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f7,000\u4e07\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.14\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.02\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u4ecd\u6709\u671b\u5b9e\u73b0\u51762023\u5e74\u7684\u6307\u5f15\uff0c\u6b64\u524d\u7684\u76ee\u6807\u662f\u751f\u4ea7420\u4e07\u81f3460\u4e07\u76ce\u53f8\u9ec4\u91d1\u548c4.2\u4ebf\u81f34.7\u4ebf\u78c5\u94dc\uff0c\u800c2022\u8d22\u5e74\u7684\u4ea7\u91cf\u4e3a414\u4e07\u76ce\u53f8\u9ec4\u91d1\u548c4.4\u4ebf\u78c5\u94dc\u3002 \u5e02\u573a\u5171\u8bc6\u3002 \u5df4\u91cc\u514b\u9ec4\u91d1\u53ca\u91d1\u4ef7 (Source: Bloomberg) (Source: Bloomberg) \u7f51\u98de\u516c\u53f8 (NFLX US)\uff1a\u5ffd\u7565\u5e02\u573a\u566a\u97f3 \u91cd\u7533\u4e70\u5165\u4ef7\uff1a315\uff0c\u76ee\u6807\u4ef7\uff1a345\uff0c\u6b62\u635f\u4ef7\uff1a300 Netflix\u516c\u53f8\u63d0\u4f9b\u5a31\u4e50\u670d\u52a1\u3002\u5b83\u63d0\u4f9b\u5404\u79cd\u7c7b\u578b\u548c\u8bed\u8a00\u7684\u7535\u89c6\u5267\u3001\u7eaa\u5f55\u7247\u3001\u6545\u4e8b\u7247\u548c\u624b\u673a\u6e38\u620f\u3002\u8be5\u516c\u53f8\u4e3a\u4f1a\u5458\u63d0\u4f9b\u901a\u8fc7\u4e00\u7cfb\u5217\u4e92\u8054\u7f51\u8fde\u63a5\u8bbe\u5907\u63a5\u6536\u6d41\u5a92\u4f53\u5185\u5bb9\u7684\u80fd\u529b\uff0c\u5305\u62ec\u7535\u89c6\u3001\u6570\u5b57\u89c6\u9891\u64ad\u653e\u5668\u3001\u7535\u89c6\u673a\u9876\u76d2\u548c\u79fb\u52a8\u8bbe\u5907\u3002 \u597d\u83b1\u575e\u7f16\u5267\u7f62\u5de5\u662f\u6284\u5e95\u7684\u597d\u673a\u4f1a\u3002\u597d\u83b1\u575e\u7f16\u5267\u5728\u4e0e\u5305\u62ec\u7f51\u98de\u516c\u53f8\u5728\u5185\u7684\u4e3b\u8981\u5a31\u4e50\u548c\u7535\u5f71\u516c\u53f8\u8fdb\u884c\u4e86\u516d\u5468\u7684\u8c08\u5224\u540e\uff0c\u6295\u7968\u51b3\u5b9a\u7f62\u5de5\u3002\u8fd9\u662f\u81ea2007\u5e74\u4ee5\u6765\u7684\u4e00\u6b21\u7f62\u5de5\uff0c\u4e0a\u4e00\u6b21\u7684\u7f62\u5de5\u9020\u6210\u4e86\u6570\u5341\u4ebf\u7f8e\u5143\u7684\u4ea7\u51fa\u635f\u5931\u548c\u5f53\u65f6\u7f51\u7edc\u7535\u89c6\u5b63\u9ec4\u91d1\u65f6\u6bb5\u56db\u5206\u4e4b\u4e00\u7684\u8282\u76ee\u635f\u5931\u3002\u7136\u800c\uff0c\u8fd9\u662f\u4e00\u4e2a\u4e70\u5165\u7684\u673a\u4f1a\uff0c\u56e0\u4e3a\u516c\u53f8\u7684\u5236\u4f5c\u66f4\u52a0\u591a\u6837\u5316\u3002\u8fd1\u5e74\u6765\uff0c\u97e9\u56fd\u7535\u5f71\u548c\u7535\u89c6\u5267\u8d8a\u6765\u8d8a\u53d7\u6b22\u8fce\uff0c\u6b64\u524d\u8be5\u516c\u53f8\u8ba1\u5212\u5728\u672a\u67654\u5e74\u5185\u5411\u97e9\u56fd\u5185\u5bb9\u6295\u8d4425\u4ebf\u7f8e\u5143\u3002\u7f62\u5de5\u5bf9\u8fd9\u4e9b\u5267\u96c6\u7684\u5236\u4f5c\u7684\u5f71\u54cd\u6709\u9650\u3002\u6b64\u5916\uff0c\u7f62\u5de5\u7684\u4e3b\u8981\u4eba\u7fa4\u662f\u7f16\u5267\uff0c\u800c\u4e0d\u662f\u6f14\u5458\uff0c\u56e0\u6b64\uff0c\u5373\u4f7f\u7f62\u5de5\uff0c\u7535\u5f71\u53ca\u5267\u96c6\u5236\u4f5c\u4ecd\u7ee7\u7eed\u3002 \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u7b2c\u4e00\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957f3.7%\uff0c\u81f381.6\u4ebf\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u4f4e2,000\u4e07\u7f8e\u5143\u3002\u7b2c\u4e00\u5b63\u5ea6GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a2.88\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.01\u7f8e\u5143\u3002\u5e73\u5747\u4ed8\u8d39\u4f1a\u5458\u6570\u91cf\u540c\u6bd4\u589e\u957f4%\uff0c\u8fbe\u5230175\u4e07\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd \u9999\u6e2f ^\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-05-may-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=\"2023-05-04T23:00:00+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2023-05-05T00:57:12+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2023\u5e7405\u670805\u65e5: \u60a6\u6995\u63a7\u80a1 (BTH SP), \u4e2d\u56fd\u5e73\u5b89 (2318 HK), \u5df4\u91cc\u514b\u9ec3\u91d1 (GOLD 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) \u623f\u5c4b\u9500\u552e\u590d\u82cf\u3002\u4eca\u5e744\u6708\uff0c\u4e2d\u56fd\u623f\u5730\u4ea7\u884c\u4e1a\u7ee7\u7eed\u663e\u793a\u51fa\u590d\u82cf\u7684\u8ff9\u8c61\uff0c\u4e2d\u56fd100\u5bb6\u6700\u5927\u623f\u5730\u4ea7\u5f00\u53d1\u5546\u7684\u623f\u5c4b\u9500\u552e\u8fde\u7eed\u7b2c\u4e09\u4e2a\u6708\u589e\u957f\u3002\u8fd9\u4e00\u589e\u957f\u5f52\u56e0\u4e8e\u76d1\u7ba1\u673a\u6784\u5bf9\u623f\u5730\u4ea7\u4e1a\u7684\u91d1\u878d\u652f\u6301\uff0c\u5305\u62ec\u5728\u4e0a\u6d77\u7b49\u8bb8\u591a\u5927\u57ce\u5e02\u964d\u4f4e\u62b5\u62bc\u8d37\u6b3e\u5229\u7387\u548c\u653e\u677e\u8d2d\u623f\u9650\u5236\u3002\u4e2d\u56fd\u623f\u5730\u4ea7\u4fe1\u606f\u516c\u53f8 (China Real Estate Information Corp) \u7684\u521d\u6b65\u6570\u636e\u663e\u793a\uff0c100\u5bb6\u6700\u5927\u5f00\u53d1\u5546\u7684\u65b0\u623f\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f31.6%\uff0c\u8fbe\u5230\u4eba\u6c11\u5e015,665\u4ebf\u5143 (\u5408819\u4ebf\u7f8e\u5143)\u3002\u8fd9\u8868\u660e\uff0c\u8fd1\u5e74\u6765\u7531\u4e8e\u7ecf\u6d4e\u653e\u7f13\u548c\u76d1\u7ba1\u6536\u7d27\u800c\u9677\u5165\u56f0\u5883\u7684\u623f\u5730\u4ea7\u5e02\u573a\u51fa\u73b0\u4e86\u660e\u663e\u53cd\u5f39\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u3002\u8425\u6536\u4e0b\u964d\u81f39,857\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c2021\u8d22\u5e74\u4e3a1,0576\u4ebf\u5143\u4eba\u6c11\u5e01\uff08\u540c\u6bd4\u4e0b\u964d6.7%\uff09\u30022022\u8d22\u5e74\u51c0\u5229\u6da6\u964d\u81f3838\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u8f832021\u8d22\u5e74\u76841,016\u4ebf\u5143\u4eba\u6c11\u5e01\u540c\u6bd4\u4e0b\u964d17.6%\u300222\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u4e3a\u4eba\u6c11\u5e014.80\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) 23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d7.4%\u81f326.4\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f7,000\u4e07\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.14\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.02\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u4ecd\u6709\u671b\u5b9e\u73b0\u51762023\u5e74\u7684\u6307\u5f15\uff0c\u6b64\u524d\u7684\u76ee\u6807\u662f\u751f\u4ea7420\u4e07\u81f3460\u4e07\u76ce\u53f8\u9ec4\u91d1\u548c4.2\u4ebf\u81f34.7\u4ebf\u78c5\u94dc\uff0c\u800c2022\u8d22\u5e74\u7684\u4ea7\u91cf\u4e3a414\u4e07\u76ce\u53f8\u9ec4\u91d1\u548c4.4\u4ebf\u78c5\u94dc\u3002 \u5e02\u573a\u5171\u8bc6\u3002 \u5df4\u91cc\u514b\u9ec4\u91d1\u53ca\u91d1\u4ef7 (Source: Bloomberg) (Source: Bloomberg) \u7f51\u98de\u516c\u53f8 (NFLX US)\uff1a\u5ffd\u7565\u5e02\u573a\u566a\u97f3 \u91cd\u7533\u4e70\u5165\u4ef7\uff1a315\uff0c\u76ee\u6807\u4ef7\uff1a345\uff0c\u6b62\u635f\u4ef7\uff1a300 Netflix\u516c\u53f8\u63d0\u4f9b\u5a31\u4e50\u670d\u52a1\u3002\u5b83\u63d0\u4f9b\u5404\u79cd\u7c7b\u578b\u548c\u8bed\u8a00\u7684\u7535\u89c6\u5267\u3001\u7eaa\u5f55\u7247\u3001\u6545\u4e8b\u7247\u548c\u624b\u673a\u6e38\u620f\u3002\u8be5\u516c\u53f8\u4e3a\u4f1a\u5458\u63d0\u4f9b\u901a\u8fc7\u4e00\u7cfb\u5217\u4e92\u8054\u7f51\u8fde\u63a5\u8bbe\u5907\u63a5\u6536\u6d41\u5a92\u4f53\u5185\u5bb9\u7684\u80fd\u529b\uff0c\u5305\u62ec\u7535\u89c6\u3001\u6570\u5b57\u89c6\u9891\u64ad\u653e\u5668\u3001\u7535\u89c6\u673a\u9876\u76d2\u548c\u79fb\u52a8\u8bbe\u5907\u3002 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\u623f\u5c4b\u9500\u552e\u590d\u82cf\u3002\u4eca\u5e744\u6708\uff0c\u4e2d\u56fd\u623f\u5730\u4ea7\u884c\u4e1a\u7ee7\u7eed\u663e\u793a\u51fa\u590d\u82cf\u7684\u8ff9\u8c61\uff0c\u4e2d\u56fd100\u5bb6\u6700\u5927\u623f\u5730\u4ea7\u5f00\u53d1\u5546\u7684\u623f\u5c4b\u9500\u552e\u8fde\u7eed\u7b2c\u4e09\u4e2a\u6708\u589e\u957f\u3002\u8fd9\u4e00\u589e\u957f\u5f52\u56e0\u4e8e\u76d1\u7ba1\u673a\u6784\u5bf9\u623f\u5730\u4ea7\u4e1a\u7684\u91d1\u878d\u652f\u6301\uff0c\u5305\u62ec\u5728\u4e0a\u6d77\u7b49\u8bb8\u591a\u5927\u57ce\u5e02\u964d\u4f4e\u62b5\u62bc\u8d37\u6b3e\u5229\u7387\u548c\u653e\u677e\u8d2d\u623f\u9650\u5236\u3002\u4e2d\u56fd\u623f\u5730\u4ea7\u4fe1\u606f\u516c\u53f8 (China Real Estate Information Corp) \u7684\u521d\u6b65\u6570\u636e\u663e\u793a\uff0c100\u5bb6\u6700\u5927\u5f00\u53d1\u5546\u7684\u65b0\u623f\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f31.6%\uff0c\u8fbe\u5230\u4eba\u6c11\u5e015,665\u4ebf\u5143 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\u623f\u5c4b\u9500\u552e\u590d\u82cf\u3002\u4eca\u5e744\u6708\uff0c\u4e2d\u56fd\u623f\u5730\u4ea7\u884c\u4e1a\u7ee7\u7eed\u663e\u793a\u51fa\u590d\u82cf\u7684\u8ff9\u8c61\uff0c\u4e2d\u56fd100\u5bb6\u6700\u5927\u623f\u5730\u4ea7\u5f00\u53d1\u5546\u7684\u623f\u5c4b\u9500\u552e\u8fde\u7eed\u7b2c\u4e09\u4e2a\u6708\u589e\u957f\u3002\u8fd9\u4e00\u589e\u957f\u5f52\u56e0\u4e8e\u76d1\u7ba1\u673a\u6784\u5bf9\u623f\u5730\u4ea7\u4e1a\u7684\u91d1\u878d\u652f\u6301\uff0c\u5305\u62ec\u5728\u4e0a\u6d77\u7b49\u8bb8\u591a\u5927\u57ce\u5e02\u964d\u4f4e\u62b5\u62bc\u8d37\u6b3e\u5229\u7387\u548c\u653e\u677e\u8d2d\u623f\u9650\u5236\u3002\u4e2d\u56fd\u623f\u5730\u4ea7\u4fe1\u606f\u516c\u53f8 (China Real Estate Information Corp) \u7684\u521d\u6b65\u6570\u636e\u663e\u793a\uff0c100\u5bb6\u6700\u5927\u5f00\u53d1\u5546\u7684\u65b0\u623f\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f31.6%\uff0c\u8fbe\u5230\u4eba\u6c11\u5e015,665\u4ebf\u5143 (\u5408819\u4ebf\u7f8e\u5143)\u3002\u8fd9\u8868\u660e\uff0c\u8fd1\u5e74\u6765\u7531\u4e8e\u7ecf\u6d4e\u653e\u7f13\u548c\u76d1\u7ba1\u6536\u7d27\u800c\u9677\u5165\u56f0\u5883\u7684\u623f\u5730\u4ea7\u5e02\u573a\u51fa\u73b0\u4e86\u660e\u663e\u53cd\u5f39\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u3002\u8425\u6536\u4e0b\u964d\u81f39,857\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c2021\u8d22\u5e74\u4e3a1,0576\u4ebf\u5143\u4eba\u6c11\u5e01\uff08\u540c\u6bd4\u4e0b\u964d6.7%\uff09\u30022022\u8d22\u5e74\u51c0\u5229\u6da6\u964d\u81f3838\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u8f832021\u8d22\u5e74\u76841,016\u4ebf\u5143\u4eba\u6c11\u5e01\u540c\u6bd4\u4e0b\u964d17.6%\u300222\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u4e3a\u4eba\u6c11\u5e014.80\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) 23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d7.4%\u81f326.4\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f7,000\u4e07\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.14\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.02\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u4ecd\u6709\u671b\u5b9e\u73b0\u51762023\u5e74\u7684\u6307\u5f15\uff0c\u6b64\u524d\u7684\u76ee\u6807\u662f\u751f\u4ea7420\u4e07\u81f3460\u4e07\u76ce\u53f8\u9ec4\u91d1\u548c4.2\u4ebf\u81f34.7\u4ebf\u78c5\u94dc\uff0c\u800c2022\u8d22\u5e74\u7684\u4ea7\u91cf\u4e3a414\u4e07\u76ce\u53f8\u9ec4\u91d1\u548c4.4\u4ebf\u78c5\u94dc\u3002 \u5e02\u573a\u5171\u8bc6\u3002 \u5df4\u91cc\u514b\u9ec4\u91d1\u53ca\u91d1\u4ef7 (Source: Bloomberg) (Source: Bloomberg) \u7f51\u98de\u516c\u53f8 (NFLX US)\uff1a\u5ffd\u7565\u5e02\u573a\u566a\u97f3 \u91cd\u7533\u4e70\u5165\u4ef7\uff1a315\uff0c\u76ee\u6807\u4ef7\uff1a345\uff0c\u6b62\u635f\u4ef7\uff1a300 Netflix\u516c\u53f8\u63d0\u4f9b\u5a31\u4e50\u670d\u52a1\u3002\u5b83\u63d0\u4f9b\u5404\u79cd\u7c7b\u578b\u548c\u8bed\u8a00\u7684\u7535\u89c6\u5267\u3001\u7eaa\u5f55\u7247\u3001\u6545\u4e8b\u7247\u548c\u624b\u673a\u6e38\u620f\u3002\u8be5\u516c\u53f8\u4e3a\u4f1a\u5458\u63d0\u4f9b\u901a\u8fc7\u4e00\u7cfb\u5217\u4e92\u8054\u7f51\u8fde\u63a5\u8bbe\u5907\u63a5\u6536\u6d41\u5a92\u4f53\u5185\u5bb9\u7684\u80fd\u529b\uff0c\u5305\u62ec\u7535\u89c6\u3001\u6570\u5b57\u89c6\u9891\u64ad\u653e\u5668\u3001\u7535\u89c6\u673a\u9876\u76d2\u548c\u79fb\u52a8\u8bbe\u5907\u3002 \u597d\u83b1\u575e\u7f16\u5267\u7f62\u5de5\u662f\u6284\u5e95\u7684\u597d\u673a\u4f1a\u3002\u597d\u83b1\u575e\u7f16\u5267\u5728\u4e0e\u5305\u62ec\u7f51\u98de\u516c\u53f8\u5728\u5185\u7684\u4e3b\u8981\u5a31\u4e50\u548c\u7535\u5f71\u516c\u53f8\u8fdb\u884c\u4e86\u516d\u5468\u7684\u8c08\u5224\u540e\uff0c\u6295\u7968\u51b3\u5b9a\u7f62\u5de5\u3002\u8fd9\u662f\u81ea2007\u5e74\u4ee5\u6765\u7684\u4e00\u6b21\u7f62\u5de5\uff0c\u4e0a\u4e00\u6b21\u7684\u7f62\u5de5\u9020\u6210\u4e86\u6570\u5341\u4ebf\u7f8e\u5143\u7684\u4ea7\u51fa\u635f\u5931\u548c\u5f53\u65f6\u7f51\u7edc\u7535\u89c6\u5b63\u9ec4\u91d1\u65f6\u6bb5\u56db\u5206\u4e4b\u4e00\u7684\u8282\u76ee\u635f\u5931\u3002\u7136\u800c\uff0c\u8fd9\u662f\u4e00\u4e2a\u4e70\u5165\u7684\u673a\u4f1a\uff0c\u56e0\u4e3a\u516c\u53f8\u7684\u5236\u4f5c\u66f4\u52a0\u591a\u6837\u5316\u3002\u8fd1\u5e74\u6765\uff0c\u97e9\u56fd\u7535\u5f71\u548c\u7535\u89c6\u5267\u8d8a\u6765\u8d8a\u53d7\u6b22\u8fce\uff0c\u6b64\u524d\u8be5\u516c\u53f8\u8ba1\u5212\u5728\u672a\u67654\u5e74\u5185\u5411\u97e9\u56fd\u5185\u5bb9\u6295\u8d4425\u4ebf\u7f8e\u5143\u3002\u7f62\u5de5\u5bf9\u8fd9\u4e9b\u5267\u96c6\u7684\u5236\u4f5c\u7684\u5f71\u54cd\u6709\u9650\u3002\u6b64\u5916\uff0c\u7f62\u5de5\u7684\u4e3b\u8981\u4eba\u7fa4\u662f\u7f16\u5267\uff0c\u800c\u4e0d\u662f\u6f14\u5458\uff0c\u56e0\u6b64\uff0c\u5373\u4f7f\u7f62\u5de5\uff0c\u7535\u5f71\u53ca\u5267\u96c6\u5236\u4f5c\u4ecd\u7ee7\u7eed\u3002 \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u7b2c\u4e00\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957f3.7%\uff0c\u81f381.6\u4ebf\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u4f4e2,000\u4e07\u7f8e\u5143\u3002\u7b2c\u4e00\u5b63\u5ea6GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a2.88\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.01\u7f8e\u5143\u3002\u5e73\u5747\u4ed8\u8d39\u4f1a\u5458\u6570\u91cf\u540c\u6bd4\u589e\u957f4%\uff0c\u8fbe\u5230175\u4e07\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd \u9999\u6e2f ^","inLanguage":"en-US","isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/#website"},"breadcrumb":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-05-may-2023-zh\/#breadcrumblist"},"author":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/kaijie-tangkgi-com\/#author"},"creator":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/kaijie-tangkgi-com\/#author"},"image":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/08\/Thumb02.jpg?wsr","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-05-may-2023-zh\/#mainImage","width":300,"height":168},"primaryImageOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-05-may-2023-zh\/#mainImage"},"datePublished":"2023-05-05T07:00:00+08:00","dateModified":"2023-05-05T08:57:12+08:00"},{"@type":"WebSite","@id":"https:\/\/www.kgieworld.sg\/research\/#website","url":"https:\/\/www.kgieworld.sg\/research\/","name":"KGI Singapore 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\u623f\u5c4b\u9500\u552e\u590d\u82cf\u3002\u4eca\u5e744\u6708\uff0c\u4e2d\u56fd\u623f\u5730\u4ea7\u884c\u4e1a\u7ee7\u7eed\u663e\u793a\u51fa\u590d\u82cf\u7684\u8ff9\u8c61\uff0c\u4e2d\u56fd100\u5bb6\u6700\u5927\u623f\u5730\u4ea7\u5f00\u53d1\u5546\u7684\u623f\u5c4b\u9500\u552e\u8fde\u7eed\u7b2c\u4e09\u4e2a\u6708\u589e\u957f\u3002\u8fd9\u4e00\u589e\u957f\u5f52\u56e0\u4e8e\u76d1\u7ba1\u673a\u6784\u5bf9\u623f\u5730\u4ea7\u4e1a\u7684\u91d1\u878d\u652f\u6301\uff0c\u5305\u62ec\u5728\u4e0a\u6d77\u7b49\u8bb8\u591a\u5927\u57ce\u5e02\u964d\u4f4e\u62b5\u62bc\u8d37\u6b3e\u5229\u7387\u548c\u653e\u677e\u8d2d\u623f\u9650\u5236\u3002\u4e2d\u56fd\u623f\u5730\u4ea7\u4fe1\u606f\u516c\u53f8 (China Real Estate Information Corp) \u7684\u521d\u6b65\u6570\u636e\u663e\u793a\uff0c100\u5bb6\u6700\u5927\u5f00\u53d1\u5546\u7684\u65b0\u623f\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f31.6%\uff0c\u8fbe\u5230\u4eba\u6c11\u5e015,665\u4ebf\u5143 (\u5408819\u4ebf\u7f8e\u5143)\u3002\u8fd9\u8868\u660e\uff0c\u8fd1\u5e74\u6765\u7531\u4e8e\u7ecf\u6d4e\u653e\u7f13\u548c\u76d1\u7ba1\u6536\u7d27\u800c\u9677\u5165\u56f0\u5883\u7684\u623f\u5730\u4ea7\u5e02\u573a\u51fa\u73b0\u4e86\u660e\u663e\u53cd\u5f39\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u3002\u8425\u6536\u4e0b\u964d\u81f39,857\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c2021\u8d22\u5e74\u4e3a1,0576\u4ebf\u5143\u4eba\u6c11\u5e01\uff08\u540c\u6bd4\u4e0b\u964d6.7%\uff09\u30022022\u8d22\u5e74\u51c0\u5229\u6da6\u964d\u81f3838\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u8f832021\u8d22\u5e74\u76841,016\u4ebf\u5143\u4eba\u6c11\u5e01\u540c\u6bd4\u4e0b\u964d17.6%\u300222\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u4e3a\u4eba\u6c11\u5e014.80\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) 23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d7.4%\u81f326.4\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f7,000\u4e07\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.14\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.02\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u4ecd\u6709\u671b\u5b9e\u73b0\u51762023\u5e74\u7684\u6307\u5f15\uff0c\u6b64\u524d\u7684\u76ee\u6807\u662f\u751f\u4ea7420\u4e07\u81f3460\u4e07\u76ce\u53f8\u9ec4\u91d1\u548c4.2\u4ebf\u81f34.7\u4ebf\u78c5\u94dc\uff0c\u800c2022\u8d22\u5e74\u7684\u4ea7\u91cf\u4e3a414\u4e07\u76ce\u53f8\u9ec4\u91d1\u548c4.4\u4ebf\u78c5\u94dc\u3002 \u5e02\u573a\u5171\u8bc6\u3002 \u5df4\u91cc\u514b\u9ec4\u91d1\u53ca\u91d1\u4ef7 (Source: Bloomberg) (Source: Bloomberg) \u7f51\u98de\u516c\u53f8 (NFLX US)\uff1a\u5ffd\u7565\u5e02\u573a\u566a\u97f3 \u91cd\u7533\u4e70\u5165\u4ef7\uff1a315\uff0c\u76ee\u6807\u4ef7\uff1a345\uff0c\u6b62\u635f\u4ef7\uff1a300 Netflix\u516c\u53f8\u63d0\u4f9b\u5a31\u4e50\u670d\u52a1\u3002\u5b83\u63d0\u4f9b\u5404\u79cd\u7c7b\u578b\u548c\u8bed\u8a00\u7684\u7535\u89c6\u5267\u3001\u7eaa\u5f55\u7247\u3001\u6545\u4e8b\u7247\u548c\u624b\u673a\u6e38\u620f\u3002\u8be5\u516c\u53f8\u4e3a\u4f1a\u5458\u63d0\u4f9b\u901a\u8fc7\u4e00\u7cfb\u5217\u4e92\u8054\u7f51\u8fde\u63a5\u8bbe\u5907\u63a5\u6536\u6d41\u5a92\u4f53\u5185\u5bb9\u7684\u80fd\u529b\uff0c\u5305\u62ec\u7535\u89c6\u3001\u6570\u5b57\u89c6\u9891\u64ad\u653e\u5668\u3001\u7535\u89c6\u673a\u9876\u76d2\u548c\u79fb\u52a8\u8bbe\u5907\u3002 \u597d\u83b1\u575e\u7f16\u5267\u7f62\u5de5\u662f\u6284\u5e95\u7684\u597d\u673a\u4f1a\u3002\u597d\u83b1\u575e\u7f16\u5267\u5728\u4e0e\u5305\u62ec\u7f51\u98de\u516c\u53f8\u5728\u5185\u7684\u4e3b\u8981\u5a31\u4e50\u548c\u7535\u5f71\u516c\u53f8\u8fdb\u884c\u4e86\u516d\u5468\u7684\u8c08\u5224\u540e\uff0c\u6295\u7968\u51b3\u5b9a\u7f62\u5de5\u3002\u8fd9\u662f\u81ea2007\u5e74\u4ee5\u6765\u7684\u4e00\u6b21\u7f62\u5de5\uff0c\u4e0a\u4e00\u6b21\u7684\u7f62\u5de5\u9020\u6210\u4e86\u6570\u5341\u4ebf\u7f8e\u5143\u7684\u4ea7\u51fa\u635f\u5931\u548c\u5f53\u65f6\u7f51\u7edc\u7535\u89c6\u5b63\u9ec4\u91d1\u65f6\u6bb5\u56db\u5206\u4e4b\u4e00\u7684\u8282\u76ee\u635f\u5931\u3002\u7136\u800c\uff0c\u8fd9\u662f\u4e00\u4e2a\u4e70\u5165\u7684\u673a\u4f1a\uff0c\u56e0\u4e3a\u516c\u53f8\u7684\u5236\u4f5c\u66f4\u52a0\u591a\u6837\u5316\u3002\u8fd1\u5e74\u6765\uff0c\u97e9\u56fd\u7535\u5f71\u548c\u7535\u89c6\u5267\u8d8a\u6765\u8d8a\u53d7\u6b22\u8fce\uff0c\u6b64\u524d\u8be5\u516c\u53f8\u8ba1\u5212\u5728\u672a\u67654\u5e74\u5185\u5411\u97e9\u56fd\u5185\u5bb9\u6295\u8d4425\u4ebf\u7f8e\u5143\u3002\u7f62\u5de5\u5bf9\u8fd9\u4e9b\u5267\u96c6\u7684\u5236\u4f5c\u7684\u5f71\u54cd\u6709\u9650\u3002\u6b64\u5916\uff0c\u7f62\u5de5\u7684\u4e3b\u8981\u4eba\u7fa4\u662f\u7f16\u5267\uff0c\u800c\u4e0d\u662f\u6f14\u5458\uff0c\u56e0\u6b64\uff0c\u5373\u4f7f\u7f62\u5de5\uff0c\u7535\u5f71\u53ca\u5267\u96c6\u5236\u4f5c\u4ecd\u7ee7\u7eed\u3002 \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u7b2c\u4e00\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957f3.7%\uff0c\u81f381.6\u4ebf\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u4f4e2,000\u4e07\u7f8e\u5143\u3002\u7b2c\u4e00\u5b63\u5ea6GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a2.88\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.01\u7f8e\u5143\u3002\u5e73\u5747\u4ed8\u8d39\u4f1a\u5458\u6570\u91cf\u540c\u6bd4\u589e\u957f4%\uff0c\u8fbe\u5230175\u4e07\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd \u9999\u6e2f ^","og:url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-05-may-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":"2023-05-04T23:00:00+00:00","article:modified_time":"2023-05-05T00:57:12+00:00","twitter:card":"summary","twitter:title":"2023\u5e7405\u670805\u65e5: \u60a6\u6995\u63a7\u80a1 (BTH SP), \u4e2d\u56fd\u5e73\u5b89 (2318 HK), \u5df4\u91cc\u514b\u9ec3\u91d1 (GOLD 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) 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(\u5408819\u4ebf\u7f8e\u5143)\u3002\u8fd9\u8868\u660e\uff0c\u8fd1\u5e74\u6765\u7531\u4e8e\u7ecf\u6d4e\u653e\u7f13\u548c\u76d1\u7ba1\u6536\u7d27\u800c\u9677\u5165\u56f0\u5883\u7684\u623f\u5730\u4ea7\u5e02\u573a\u51fa\u73b0\u4e86\u660e\u663e\u53cd\u5f39\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u3002\u8425\u6536\u4e0b\u964d\u81f39,857\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c2021\u8d22\u5e74\u4e3a1,0576\u4ebf\u5143\u4eba\u6c11\u5e01\uff08\u540c\u6bd4\u4e0b\u964d6.7%\uff09\u30022022\u8d22\u5e74\u51c0\u5229\u6da6\u964d\u81f3838\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u8f832021\u8d22\u5e74\u76841,016\u4ebf\u5143\u4eba\u6c11\u5e01\u540c\u6bd4\u4e0b\u964d17.6%\u300222\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u4e3a\u4eba\u6c11\u5e014.80\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) 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Netflix\u516c\u53f8\u63d0\u4f9b\u5a31\u4e50\u670d\u52a1\u3002\u5b83\u63d0\u4f9b\u5404\u79cd\u7c7b\u578b\u548c\u8bed\u8a00\u7684\u7535\u89c6\u5267\u3001\u7eaa\u5f55\u7247\u3001\u6545\u4e8b\u7247\u548c\u624b\u673a\u6e38\u620f\u3002\u8be5\u516c\u53f8\u4e3a\u4f1a\u5458\u63d0\u4f9b\u901a\u8fc7\u4e00\u7cfb\u5217\u4e92\u8054\u7f51\u8fde\u63a5\u8bbe\u5907\u63a5\u6536\u6d41\u5a92\u4f53\u5185\u5bb9\u7684\u80fd\u529b\uff0c\u5305\u62ec\u7535\u89c6\u3001\u6570\u5b57\u89c6\u9891\u64ad\u653e\u5668\u3001\u7535\u89c6\u673a\u9876\u76d2\u548c\u79fb\u52a8\u8bbe\u5907\u3002 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\u8d44\u91d1\u4ece\u7f8e\u56fd\u8f6c\u5411\u4e2d\u56fd\u80a1\u5e02\u3002\u968f\u7740\u4e2d\u56fd\u6446\u8131\u65b0\u51a0\u80ba\u708e\u9650\u5236\u5e76\u8f6c\u5411\u4fc3\u589e\u957f\u653f\u7b56\uff0c\u5168\u7403\u8d44\u91d1\u6b63\u9010\u6e10\u56de\u5f52\u4e2d\u56fd\u5883\u5185\u80a1\u5e02\u3002\u7845\u8c37\u94f6\u884c\u5012\u95ed\u5f15\u53d1\u7684\u7f8e\u56fd\u94f6\u884c\u4e1a\u5371\u673a\u7ed9\u6295\u8d44\u8005\u5e26\u6765\u4e86\u6050\u614c\uff0c\u5bfc\u81f4\u8d44\u672c\u4ece\u7f8e\u56fd\u91d1\u878d\u4e1a\u6d41\u5411\u4e2d\u56fd\u91d1\u878d\u4e1a\u3002\u6700\u8fd1\uff0c\u5728\u5bf9\u5168\u7403\u94f6\u884c\u4e1a\u7684\u62c5\u5fe7\u4e2d\uff0c\u4e2d\u56fd\u91d1\u878d\u80a1\u7684\u8868\u73b0\u4f18\u4e8e\u7f8e\u56fd\u540c\u884c\uff0c\u6210\u4e3a\u514d\u53d7\u6d77\u5916\u6ce2\u52a8\u5f71\u54cd\u7684\u7eff\u6d32\u3002 MSCI\u4e2d\u56fd\u91d1\u878d\u80a1(\u7ea2\u8272)\u4e0eMSCI\u7f8e\u56fd\u91d1\u878d\u80a1(\u84dd\u8272) (Source: Bloomberg) 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