{"id":26949,"date":"2023-05-12T07:00:00","date_gmt":"2023-05-11T23:00:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=26949"},"modified":"2023-05-12T10:03:31","modified_gmt":"2023-05-12T02:03:31","slug":"kgi-daily-trading-ideas-12-may-2023-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-12-may-2023-zh\/","title":{"rendered":"2023\u5e7405\u670812\u65e5: REX\u56fd\u9645 (REXI SP), \u6c47\u4e30\u63a7\u80a1 (5 HK), \u7231\u5f7c\u8fce (ABNB 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-26949-_nytx9fqx4rxt\"><\/a><strong>\u4e30\u76ca\u56fd\u9645 (WIL SP)\uff1a\u6cb9\u4ef7\u53cd\u5f39<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a3.95\uff0c\u76ee\u6807\u4ef7\uff1a4.20\uff0c\u6b62\u635f\u4ef7\uff1a3.85<\/strong>   <\/li><li>\u4e30\u76ca\u56fd\u9645\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u98df\u54c1\u52a0\u5de5\u516c\u53f8\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u6cb9\u68d5\u79cd\u690d\u3001\u98df\u7528\u6cb9\u7cbe\u70bc\u3001\u7834\u788e\u548c\u589e\u76ca\u52a0\u5de5\u670d\u52a1\uff0c\u5e76\u63d0\u4f9b\u7cd6\u3001\u9762\u7c89\u548c\u5927\u7c73\u3002\u4e30\u76ca\u56fd\u9645\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002   <\/li><li><strong>\u98df\u7cd6\u671f\u8d27\u4ef7\u683c\u3002<\/strong>\u7531\u4e8e\u4f9b\u5e94\u7d27\u5f20\uff0c\u539f\u7cd6\u671f\u8d27\u4ef7\u683c\u5df2\u5347\u81f3\u6bcf\u78c526\u7f8e\u5206\u4ee5\u4e0a\uff0c\u63a5\u8fd1\u6bcf\u78c527\u7f8e\u5206\u768411\u5e74\u9ad8\u70b9\u3002\u5370\u5ea6\u9a6c\u54c8\u62c9\u65bd\u7279\u62c9\u90a6(Maharashtra)\u5730\u533a\u4eca\u5e74\u7684\u4e25\u91cd\u5e72\u65f1\u5bfc\u81f4\u4ea7\u91cf\u51cf\u5c1125%\uff0c\u81f31,050\u4e07\u5428\uff0c\u4fc3\u4f7f\u8fd9\u4e2a\u4e16\u754c\u7b2c\u4e8c\u5927\u751f\u4ea7\u56fd\u7684\u653f\u5e9c\u51cf\u5c11\u4e86\u5168\u56fd\u51fa\u53e3\u8bb8\u53ef\u8bc1\u3002\u5df4\u897f\u8f83\u9ad8\u7684\u6c7d\u6cb9\u7a0e\u523a\u6fc0\u4e86\u4e59\u9187\u7684\u751f\u4ea7\uff0c\u800c\u4e0d\u662f\u7cd6\u7684\u751f\u4ea7\uff0c\u51cf\u5c11\u4e86\u8fd9\u4e2a\u4e16\u754c\u6700\u5927\u751f\u4ea7\u56fd\u7684\u4f9b\u5e94\u3002   <\/li><li><strong>\u68d5\u6988\u6cb9\u671f\u8d27\u4ef7\u683c\u3002<\/strong>\u53d7\u539f\u6cb9\u4ef7\u683c\u4e0a\u6da8\u548c\u4f9b\u5e94\u7d27\u5f20\u7684\u63a8\u52a8\uff0c\u9a6c\u6765\u897f\u4e9a\u68d5\u6988\u6cb9\u4ef7\u683c\u5347\u81f3\u6bcf\u54283700\u6797\u5409\u7279\u4ee5\u4e0a\u3002\u5317\u7f8e\u7ecf\u6d4e\u8870\u9000\u62c5\u5fe7\u7684\u7f13\u89e3\u63d0\u632f\u4e86\u5168\u7403\u80fd\u6e90\u57fa\u51c6\uff0c\u63d0\u9ad8\u4e86\u4e1c\u5357\u4e9a\u5bf9\u751f\u7269\u67f4\u6cb9\u7684\u9700\u6c42\u3002\u7531\u4e8e\u56fd\u5185\u9700\u6c42\u5f3a\u52b2\uff0c\u9884\u8ba1\u9a6c\u6765\u897f\u4e9a4\u6708\u4efd\u68d5\u6988\u6cb9\u5e93\u5b58\u5df2\u964d\u81f311\u4e2a\u6708\u4f4e\u70b9\u3002\u6700\u5927\u751f\u4ea7\u56fd\u5370\u5ea6\u5c3c\u897f\u4e9a\u7684\u4ea7\u91cf\u9884\u671f\u51cf\u5f31\uff0c\u964d\u4f4e\u4e86\u4e3b\u8981\u6d88\u8d39\u8005\u8865\u5145\u5e93\u5b58\u7684\u673a\u4f1a\u3002\u56fd\u5916\u9700\u6c42\u4f9d\u7136\u5f3a\u52b2\uff0c\u5c3d\u7ba1\u53d1\u8d27\u91cf\u4e0e\u4e0a\u6708\u76f8\u6bd4\u6709\u6240\u4e0b\u964d\u3002   <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u539f\u7cd6\uff08\u7ea2\uff09\u53ca\u7c97\u68d5\u6988\u6cb9\uff08\u68d5\uff09\u671f\u8d27\u8d70\u52bf<\/strong>\n<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><strong><img decoding=\"async\" width=\"1276\" height=\"762\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-359.png\" class=\"wp-image-27008\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-359.png 1276w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-359-300x179.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-359-1024x612.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-359-768x459.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>22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u8be5\u516c\u53f8\u516c\u5e0322\u8d22\u5e74\u7684\u5229\u6da6\u8fbe\u5230\u521b\u7eaa\u5f55\u768424\u4ebf\u7f8e\u5143\uff0832\u4ebf\u65b0\u5143\uff09\uff0c\u6bd42021\u8d22\u5e74\u768419\u4ebf\u7f8e\u5143\u589e\u957f27.1%\uff1b2022\u8d22\u5e74\u6838\u5fc3\u51c0\u5229\u6da6\u589e\u957f31%\u81f324.2\u4ebf\u7f8e\u5143\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-360.png\" alt=\"\" class=\"wp-image-27009\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-360.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-360-300x64.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=\"745\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-361.png\" alt=\"\" class=\"wp-image-27010\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-361.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-361-300x182.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-361-1024x620.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-361-768x465.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-26949-_o1lpk2mdnjpl\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-362.png\" class=\"wp-image-27011\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-362.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-362-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-26949-_1fi1wvgi6rs5\"><\/a><strong>REX\u56fd\u9645 (REXI SP)\uff1a\u6cb9\u4ef7\u53cd\u5f39<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.165\uff0c\u76ee\u6807\u4ef7\uff1a0.195\uff0c\u6b62\u635f\u4ef7\uff1a0.150<\/strong>   <\/li><li>\u516c\u53f8\u662f\u4e00\u5bb6\u72ec\u7acb\u7684\u77f3\u6cb9\u52d8\u63a2\u548c\u751f\u4ea7\u516c\u53f8\u3002\u5b83\u7684\u4e1a\u52a1\u5305\u62ec\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u90e8\u95e8\u4ee5\u53ca\u975e\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u90e8\u95e8\u3002\u8be5\u516c\u53f8\u63d0\u4f9bRex Virtual Drilling\uff0c\u4e00\u79cd\u6db2\u4f53\u78b3\u6c22\u5316\u5408\u7269\u6307\u793a\u5668\uff0c\u5229\u7528\u5730\u9707\u6570\u636e\u5bfb\u627e\u77f3\u6cb9\u3002\u8be5\u516c\u53f8\u4ece\u4e8b\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u52d8\u63a2\u548c\u751f\u4ea7\u6d3b\u52a8\uff0c\u5176\u4e1a\u52a1\u91cd\u5fc3\u5728\u963f\u66fc\u548c\u632a\u5a01\u3002   <\/li><li><strong>\u632a\u5a01\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u52d8\u63a2\u3002<\/strong>\u968f\u7740REXI\u7684\u5b50\u516c\u53f8Lime Petroleum AS\u6700\u8fd1\u83b7\u5f97\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u52d8\u63a2\u7684\u6279\u51c6\uff0c\u8be5\u516c\u53f8\u5c06\u80fd\u591f\u5728\u632a\u5a01\u627e\u5230\u5e76\u5f00\u53d1\u65b0\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u6765\u6e90\u3002\u8fd9\u4e0d\u4ec5\u53ef\u4ee5\u901a\u8fc7\u5f00\u53d1\u65b0\u8d44\u6e90\u800c\u4e0d\u662f\u4ec5\u4ec5\u4f9d\u8d56\u73b0\u6709\u50a8\u91cf\u6765\u6269\u5927\u5176\u5728\u632a\u5a01\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u4f9b\u5e94\uff0c\u800c\u4e14\u8fd8\u6709\u52a9\u4e8e\u6539\u5584\u5176\u4f9b\u5e94\u94fe\uff0c\u56e0\u4e3a\u5b83\u73b0\u5728\u4e0d\u518d\u4f9d\u8d56\u5916\u90e8\u5229\u76ca\u76f8\u5173\u8005\u6765\u83b7\u53d6\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u3002\u603b\u7684\u6765\u8bf4\uff0c\u867d\u7136\u6b64\u6b21\u6279\u51c6\u53ef\u80fd\u4e0d\u4f1a\u4ea7\u751f\u7acb\u7aff\u89c1\u5f71\u7684\u6548\u679c\uff0c\u4f46\u4ece\u957f\u8fdc\u6765\u770b\uff0c\u5b83\u5c06\u5bf9REXI\u5927\u6709\u88e8\u76ca\u3002   <\/li><li><strong>\u9884\u8ba1\u6cb9\u4ef7\u56de\u5347\u3002<\/strong>\u6700\u8fd1\u5168\u7403\u7ecf\u6d4e\u9762\u4e34\u7684\u4e0d\u786e\u5b9a\u6027\uff0c\u5982\u7f8e\u56fd\u94f6\u884c\u4e1a\u5371\u673a\u548c\u9ad8\u5229\u7387\u73af\u5883\uff0c\u5bfc\u81f4\u6cb9\u4ef7\u3001\u5e03\u4f26\u7279\u539f\u6cb9\u548c\u897f\u5fb7\u514b\u8428\u65af\u4e2d\u8d28\u539f\u6cb9\u671f\u8d27\u4e0b\u8dcc\uff0c\u70bc\u6cb9\u5229\u6da6\u7387\u4e0b\u964d\u3002\u7136\u800c\uff0c\u7531\u4e8e\u6cb9\u4ef7\u76ee\u524d\u5904\u4e8e\u4ea4\u6613\u533a\u95f4\u7684\u4e0b\u9650\uff0c\u6211\u4eec\u9884\u8ba1\u6cb9\u4ef7\u5c06\u5728\u672a\u6765\u51e0\u5468\u5185\u56de\u5347\u3002   <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5e03\u4f26\u7279\u539f\u6cb9\u4ef7\u683c<img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"762\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-363.png\" class=\"wp-image-27012\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-363.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-363-300x186.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-363-1024x634.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-363-768x476.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/strong>\n<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u8ba1\u5212\u5728\u9a6c\u6765\u897f\u4e9a\u5f00\u53d1\u6cb9\u7530\u3002<\/strong>\u4e0e\u9a6c\u6765\u897f\u4e9a\u56fd\u6709\u7684\u9a6c\u6765\u897f\u4e9a\u56fd\u5bb6\u77f3\u6cb9\u516c\u53f8(Petronas)\u5c31\u5f00\u53d1\u9a6c\u6765\u897f\u4e9a\u6cb9\u7530\u7684\u9879\u76ee\u8fbe\u6210\u534f\u8bae\u3002\u867d\u7136\u76ee\u524d\u7684\u6210\u672c\u4e0d\u5141\u8bb8REXI\u6709\u6548\u5730\u5229\u7528\u8be5\u534f\u8bae\u7684\u597d\u5904\uff0c\u4f46\u6211\u4eec\u76f8\u4fe1\uff0c\u5b83\u5c06\u80fd\u591f\u5728\u672a\u6765\u4ece\u5df2\u5f00\u53d1\u7684\u6cb9\u7530\u4e2d\u53d7\u76ca\uff0c\u4f7f\u516c\u53f8\u80fd\u591f\u5728\u540c\u884c\u4e2d\u53d1\u5c55\u7ade\u4e89\u4f18\u52bf\u3002\n  <\/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\n  <\/li><li><strong>22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u516c\u53f8\u57282022\u5e74\u4e8f\u635f100\u4e07\u7f8e\u5143\uff0c\u800c2022\u5e74\u51c0\u5229\u6da6\u4e3a6,720\u4e07\u7f8e\u5143\u300222\u8d22\u5e74\u539f\u6cb9\u9500\u552e\u6536\u5165\u589e\u957f7%\uff0c\u8fbe\u52301.703\u4ebf\u7f8e\u5143\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-364.png\" alt=\"\" class=\"wp-image-27013\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-364.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-364-300x64.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=\"745\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-365.png\" alt=\"\" class=\"wp-image-27014\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-365.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-365-300x182.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-365-1024x620.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-365-768x465.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-26949-_4q2hyv4n7kic\"><\/a><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-26949-_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-366.png\" class=\"wp-image-27015\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-366.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-366-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-26949-_amcnmqkifzvy\"><\/a><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-26949-_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-367.png\" class=\"wp-image-27016\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-367.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-367-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-26949-_rifxsdesk3jg\"><\/a><a id=\"post-26949-_doxyqmnup2ri\"><\/a><strong>\u534e\u6da6\u7535\u529b (836 HK)\uff1a\u5b63\u8282\u6548\u5e94<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\u4ef7\uff1a18.6\uff0c\u76ee\u6807\u4ef7\uff1a20.6\uff0c\u6b62\u635f\u4ef7\uff1a17.6<\/strong>   <\/li><li>\u534e\u6da6\u7535\u529b\u63a7\u80a1\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u7535\u5382\u7684\u6295\u8d44\u3001\u5f00\u53d1\u53ca\u7ecf\u8425\u4e1a\u52a1\u7684\u9999\u6e2f\u6295\u8d44\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u4e09\u5927\u5206\u90e8\u8fd0\u8425\u3002\u706b\u529b\u53d1\u7535\u5206\u90e8\u4ece\u4e8b\u71c3\u7164\u7535\u5382\u53ca\u71c3\u6c14\u7535\u5382\u7684\u6295\u8d44\u3001\u5f00\u53d1\u3001\u7ecf\u8425\u53ca\u7ba1\u7406\u4e1a\u52a1\u4ee5\u53ca\u70ed\u529b\u53ca\u7535\u529b\u9500\u552e\u4e1a\u52a1\u3002\u53ef\u518d\u751f\u80fd\u6e90\u5206\u90e8\u4ece\u4e8b\u98ce\u529b\u53d1\u7535\u3001\u6c34\u529b\u53d1\u7535\u53ca\u5149\u4f0f\u53d1\u7535\u4ee5\u53ca\u7535\u529b\u9500\u552e\u4e1a\u52a1\u3002\u7164\u77ff\u5f00\u91c7\u5206\u90e8\u4ece\u4e8b\u7164\u77ff\u5f00\u91c7\u53ca\u7164\u70ad\u9500\u552e\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u5728\u4e2d\u56fd\u5f00\u5c55\u4e1a\u52a1\u3002    <\/li><li><strong>\u4e2d\u56fd\u7ecf\u6d4e\u53cd\u5f39\u3002<\/strong>\u4eca\u5e743\u6708\uff0c\u968f\u7740\u4e2d\u56fd\u91cd\u65b0\u5f00\u653e\u540e\u5de5\u5382\u6d3b\u52a8\u7684\u6062\u590d\uff0c\u4e2d\u56fd\u7684\u7528\u7535\u91cf\u663e\u8457\u589e\u52a0\u3002\u7528\u7535\u91cf\u7684\u6fc0\u589e\u53cd\u6620\u4e86\u7f8e\u56fd\u75ab\u60c5\u540e\u590d\u82cf\u7684\u52bf\u5934\uff0c\u4fc3\u4f7f\u5236\u9020\u5546\u63d0\u9ad8\u4ea7\u91cf\uff0c\u5e76\u589e\u5f3a\u4e86\u6d88\u8d39\u8005\u7684\u4fe1\u5fc3\u30023\u6708\u4efd\u7684\u7535\u529b\u6d88\u8d39\u589e\u957f\u4e865.9%\uff0c\u8d85\u8fc7\u4e86\u4eca\u5e74\u524d\u4e24\u4e2a\u6708\u7684\u589e\u957f\uff0c\u8fd9\u6807\u5fd7\u7740\u7ecf\u6d4e\u590d\u82cf\u7684\u52a0\u901f\u3002\u7ecf\u6d4e\u590d\u82cf\u5c06\u5728\u4e0b\u534a\u5e74\u7ee7\u7eed\u3002   <\/li><li><strong>\u5927\u529b\u53d1\u5c55\u71c3\u7164\u53d1\u7535\u3002<\/strong>\u5b98\u65b9\u6587\u4ef6\u663e\u793a\uff0c\u4e2d\u56fd\u5730\u65b9\u653f\u5e9c\u6700\u8fd1\u6279\u51c6\u76842023\u5e74\u524d\u4e09\u4e2a\u6708\u65b0\u589e\u7164\u7535\u9879\u76ee\u6bd42021\u5e74\u5168\u5e74\u8fd8\u591a\u3002\u968f\u7740\u6fb3\u5927\u5229\u4e9a\u7164\u70ad\u8fdb\u53e3\u7981\u4ee4\u7684\u653e\u5bbd\uff0c\u4e2d\u56fd\u4ece\u6fb3\u5927\u5229\u4e9a\u7684\u7164\u70ad\u8fdb\u53e3\u4e5f\u6709\u6240\u589e\u52a0\u3002\u7eff\u8272\u548c\u5e73\u7ec4\u7ec7\u79f0\uff0c2023\u5e74\u524d\u4e09\u4e2a\u6708\uff0c\u4e2d\u56fd\u6025\u9700\u80fd\u6e90\u7684\u7701\u4efd\u7684\u5730\u65b9\u653f\u5e9c\u6279\u51c6\u4e86\u81f3\u5c1120.45\u5409\u74e6\u7684\u71c3\u7164\u53d1\u7535\uff0c\u6bd4\u53bb\u5e74\u540c\u671f\u76848.63\u5409\u74e6\u589e\u52a0\u4e86\u4e00\u500d\u591a\u3002   <\/li><li><strong>\u5f3a\u5b63\u8282\u6027\u6548\u5e94\u3002<\/strong>\u590f\u5929\u548c\u51ac\u5b63\u662f\u8be5\u516c\u53f8\u80a1\u7968\u8868\u73b0\u6700\u597d\u7684\u6708\u4efd\uff0c\u5982\u4e0b\u56fe\u6240\u793a\u3002   <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>20\u5e74\u5386\u53f2\u6708\u56de\u62a5\u7387<\/strong>\n<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  <img loading=\"lazy\" decoding=\"async\" width=\"1279\" height=\"710\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-368.png\" class=\"wp-image-27017\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-368.png 1279w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-368-300x167.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-368-1024x568.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-368-768x426.png 768w\" sizes=\"(max-width: 1279px) 100vw, 1279px\" \/>\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>22\u8d22\u5e74\u4e1a\u7ee9\u3002<\/strong>\u8425\u6536\u589e\u81f31,033\u4ebf\u6e2f\u5143\uff0c\u540c\u6bd4\u589e\u957f15.0%\u3002\u51c0\u5229\u6da6\u4e3a70.4\u4ebf\u6e2f\u5143\uff0c\u8f832021\u8d22\u5e74\u589e\u957f342%\u3002\u51c0\u5229\u6da6\u7387\u5347\u81f36.8%\uff0c\u800c2021\u8d22\u5e74\u4e3a1.8%\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-369.png\" alt=\"\" class=\"wp-image-27018\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-369.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-369-300x64.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=\"745\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-370.png\" alt=\"\" class=\"wp-image-27019\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-370.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-370-300x182.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-370-1024x620.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-370-768x465.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-26949-_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-371.png\" class=\"wp-image-27020\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-371.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-371-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-26949-_r7znnpc14nqo\"><\/a><a id=\"post-26949-_omq59s19loj6\"><\/a><strong>\u6c47\u4e30\u63a7\u80a1 (5 HK)\uff1a\u66f4\u597d\u6d41\u52a8\u6027<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\u4ef7\uff1a58.0\uff0c\u76ee\u6807\u4ef7\uff1a64.0\uff0c\u6b62\u635f\u4ef7\uff1a55.0<\/strong>   <\/li><li>HSBC Holdings plc\uff08HSBC\uff09\u662f\u4e00\u5bb6\u94f6\u884c\u548c\u91d1\u878d\u670d\u52a1\u516c\u53f8\u3002 \u8be5\u516c\u53f8\u7684\u90e8\u95e8\u5305\u62ec\u8d22\u5bcc\u548c\u4e2a\u4eba\u94f6\u884c\u4e1a\u52a1 (WPB)\u3001\u5546\u4e1a\u94f6\u884c\u4e1a\u52a1 (CMB) \u4ee5\u53ca\u5168\u7403\u94f6\u884c\u548c\u5e02\u573a\u4e1a\u52a1 (GBM)\u3002WPB\u4e3a\u5ba2\u6237\u63d0\u4f9b\u4e00\u7cfb\u5217\u96f6\u552e\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u670d\u52a1\uff0c\u5305\u62ec\u4fdd\u9669\u548c\u6295\u8d44\u4ea7\u54c1\u3001\u5168\u7403\u8d44\u4ea7\u7ba1\u7406\u670d\u52a1\u3001\u6295\u8d44\u7ba1\u7406\u548c\u79c1\u4eba\u8d22\u5bcc\u89e3\u51b3\u65b9\u6848\u3002CMB\u63d0\u4f9b\u4e00\u7cfb\u5217\u4ea7\u54c1\u548c\u670d\u52a1\u4ee5\u6ee1\u8db3\u5546\u4e1a\u5ba2\u6237\u7684\u9700\u6c42\uff0c\u5305\u62ec\u4e2d\u5c0f\u578b\u4f01\u4e1a\u3001\u4e2d\u578b\u4f01\u4e1a\u548c\u4f01\u4e1a\u3002 \u8fd9\u4e9b\u5305\u62ec\u4fe1\u8d37\u548c\u8d37\u6b3e\u3001\u56fd\u9645\u8d38\u6613\u548c\u5e94\u6536\u8d26\u6b3e\u878d\u8d44\u3001\u5546\u4e1a\u4fdd\u9669\u548c\u6295\u8d44\u3002GBM\u4e3a\u5168\u7403\u653f\u5e9c\u3001\u4f01\u4e1a\u548c\u673a\u6784\u5ba2\u6237\u4ee5\u53ca\u79c1\u4eba\u6295\u8d44\u8005\u63d0\u4f9b\u91cf\u8eab\u5b9a\u5236\u7684\u91d1\u878d\u89e3\u51b3\u65b9\u6848\u3002\u8be5\u516c\u53f8\u5728\u591a\u4e2a\u5730\u7406\u533a\u57df\u5f00\u5c55\u4e1a\u52a1\uff0c\u5305\u62ec\u6b27\u6d32\u3001\u4e9a\u592a\u5730\u533a\u3001\u4e2d\u4e1c\u548c\u5317\u975e\u3001\u5317\u7f8e\u548c\u62c9\u4e01\u7f8e\u6d32\u3002    <\/li><li><strong>\u8d44\u91d1\u8f6e\u8f6c\u5230\u4f18\u8d28\u94f6\u884c\u3002<\/strong>SVB\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\u8f6c\u5411\u6c47\u4e30\u94f6\u884c(HSBC Bank)\u7b49\u8d28\u91cf\u66f4\u9ad8\u7684\u94f6\u884c\u3002\u6700\u8fd1\uff0c\u6c47\u4e30\u94f6\u884c\u5728\u6fc0\u8fdb\u7684\u7d27\u7f29\u653f\u7b56\u5bfc\u81f4\u7684\u5168\u7403\u94f6\u884c\u4e1a\u52a8\u8361\u4e2d\u8868\u73b0\u51fa\u4e86\u97e7\u6027\uff0c\u5176\u5b63\u5ea6\u4e1a\u7ee9\u597d\u4e8e\u9884\u671f\uff0c\u5229\u6da6\u540c\u6bd4\u589e\u957f\u4e24\u500d\u3002   <\/li><li><strong>\u66f4\u591a\u7684\u94b1\u8fdb\u5165\u8d27\u5e01\u5e02\u573a\u3002<\/strong>\u4e2d\u56fd\u592e\u884c\u6700\u8fd1\u5ba3\u5e03\uff0c\u4ed6\u4eec\u5c06\u589e\u52a0\u5411\u5e02\u573a\u6ce8\u5165\u7684\u73b0\u91d1\u91cf\uff0c\u4ee5\u63a7\u5236\u878d\u8d44\u6210\u672c\u3002\u8fd9\u8fdb\u4e00\u6b65\u8bc1\u660e\uff0c\u4e2d\u56fd\u6b63\u5728\u7ee7\u7eed\u653e\u677e\u8d27\u5e01\u6761\u4ef6\uff0c\u4ee5\u91cd\u632f\u56e0\u591a\u5e74\u4e25\u683c\u7684\u65b0\u51a0\u9650\u5236\u800c\u53d7\u5230\u963b\u788d\u7684\u7ecf\u6d4e\u3002\u8fd9\u5fc5\u7136\u4f1a\u5728\u77ed\u671f\u5185\u589e\u52a0\u4e2d\u56fd\u7684\u9700\u6c42\u548c\u6d88\u8d39\u3002   <\/li><li><strong>23\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u3002<\/strong>\u8425\u6536\u589e\u81f3202\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f64.0%\u3002\u7a0e\u524d\u5229\u6da6\u4e3a129\u4ebf\u7f8e\u5143\uff0c\u6bd4\u53bb\u5e74\u7b2c\u4e00\u5b63\u5ea6\u768442\u4ebf\u7f8e\u5143\u589e\u957f\u4e863\u500d\u3002\u7b2c\u4e00\u5b63\u5ea6\u6bcf\u80a1\u6536\u76ca\u4e3a0.52\u7f8e\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-372.png\" alt=\"\" class=\"wp-image-27021\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-372.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-372-300x64.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=\"745\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-373.png\" alt=\"\" class=\"wp-image-27022\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-373.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-373-300x182.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-373-1024x620.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-373-768x465.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-374.png\" alt=\"\" class=\"wp-image-27023\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-374.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-374-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"US\"><a id=\"post-26949-_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-375.png\" class=\"wp-image-27024\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-375.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-375-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-375-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-26949-_k6bubwvkl8o3\"><\/a><a id=\"post-26949-_ta8yf5d9b7xb\"><\/a><strong>\u8c37\u6b4c (GOOG US)\uff1a\u5ffd\u7565\u5e02\u573a\u566a\u97f3<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\u4ef7\uff1a113\uff0c\u76ee\u6807\u4ef7\uff1a123\uff0c\u6b62\u635f\u4ef7\uff1a108<\/strong>   <\/li><li>Alphabet Inc.\u662f\u4e00\u5bb6\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u5176\u5b50\u516c\u53f8\u63d0\u4f9b\u57fa\u4e8e\u7f51\u7edc\u7684\u641c\u7d22\u3001\u5e7f\u544a\u3001\u5730\u56fe\u3001\u8f6f\u4ef6\u5e94\u7528\u3001\u79fb\u52a8\u64cd\u4f5c\u7cfb\u7edf\u3001\u6d88\u8d39\u8005\u5185\u5bb9\u3001\u4f01\u4e1a\u89e3\u51b3\u65b9\u6848\u3001\u5546\u4e1a\u548c\u786c\u4ef6\u4ea7\u54c1\u3002   <\/li><li><strong>\u52a0\u5165\u66f4\u591a\u7684\u4eba\u5de5\u667a\u80fd\u5e94\u7528\u3002<\/strong>\u8c37\u6b4c\u5ba3\u5e03\u4e86\u5c06\u4eba\u5de5\u667a\u80fd\u6280\u672f\u878d\u5165\u5176\u641c\u7d22\u5f15\u64ce\u548c\u5176\u4ed6\u4ea7\u54c1\u7684\u8ba1\u5212\u3002\u4f5c\u4e3a\u8fd9\u4e00\u52aa\u529b\u7684\u4e00\u90e8\u5206\uff0c\u8be5\u516c\u53f8\u5c06\u63a8\u51fa\u4e00\u4e2a\u540d\u4e3a\u201c\u641c\u7d22\u751f\u6210\u4f53\u9a8c\u201d\u7684\u65b0\u7248\u672c\u641c\u7d22\u5f15\u64ce\u3002\u8fd9\u4e2a\u66f4\u65b0\u540e\u7684\u5f15\u64ce\u8bbe\u8ba1\u7528\u4e8e\u5236\u4f5c\u5f00\u653e\u5f0f\u95ee\u9898\u7684\u56de\u7b54\uff0c\u5e76\u4fdd\u7559\u53ef\u8bc6\u522b\u7684\u7f51\u7edc\u94fe\u63a5\u5217\u8868\uff0c\u6240\u6709\u8fd9\u4e9b\u90fd\u4f7f\u7528\u4eba\u5de5\u667a\u80fd\u6280\u672f\u3002Gmail\u7b49\u4ea7\u54c1\u5c06\u80fd\u591f\u8d77\u8349\u4fe1\u606f\uff0c\u800cGoogle Photos\u5c06\u914d\u5907\u66f4\u5148\u8fdb\u7684\u56fe\u50cf\u7f16\u8f91\u529f\u80fd\uff0c\u5141\u8bb8\u4eba\u5de5\u667a\u80fd\u4ee5\u5404\u79cd\u65b9\u5f0f\u4fee\u6539\u7528\u6237\u7684\u7167\u7247\u3002\u6b64\u5916\uff0c\u7531\u4e8e\u8c37\u6b4c\u5e0c\u671b\u4f18\u5148\u8003\u8651\u51c6\u786e\u6027\u548c\u771f\u5b9e\u6027\uff0c\u5b83\u7684\u641c\u7d22\u5f15\u64ce\u5c06\u751f\u6210\u5f15\u7528\u53ef\u9760\u6765\u6e90\u7684\u4fe1\u606f\uff0c\u5e76\u5c06\u6807\u8bb0\u5728\u4eba\u5de5\u667a\u80fd\u5e2e\u52a9\u4e0b\u751f\u6210\u7684\u56fe\u50cf\u3002   <\/li><li><strong>\u56fd\u9645\u5df4\u5fb7 (Bard)\u3002<\/strong>\u5df4\u5fb7\u662f\u8c37\u6b4c\u5f00\u53d1\u7684\u4e00\u6b3e\u804a\u5929\u673a\u5668\u4eba\uff0c\u65e8\u5728\u4e0eOpenAI\u7684ChatGPT-4\u7ade\u4e89\uff0c\u540e\u8005\u9762\u5411\u5168\u7403\u7528\u6237\u3002\u5df4\u5fb7\u4e0d\u4ec5\u53ef\u4ee5\u7528\u56fe\u50cf\u63d0\u793a\uff0c\u8fd8\u53ef\u4ee5\u7528\u6587\u672c\u63d0\u793a\u3002\u6b64\u5916\uff0c\u8c37\u6b4c\u8fd8\u5ba3\u5e03\u6b63\u5728\u5f00\u53d1\u4e00\u6b3e\u66f4\u5f3a\u5927\u7684\u4eba\u5de5\u667a\u80fd\u6a21\u578bPaLM 1\uff0c\u5b83\u5c06\u80fd\u591f\u89e3\u51b3\u66f4\u68d8\u624b\u7684\u95ee\u9898\uff0c\u5e76\u9002\u7528\u4e8e\u667a\u80fd\u624b\u673a\u3002   <\/li><li><strong>\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\u540c\u6bd4\u589e\u957f2.6%\uff0c\u81f3697.9\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f9.5\u4ebf\u7f8e\u5143\u3002\u7b2c\u4e00\u5b63\u5ea6GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a1.17\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.10\u7f8e\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-376.png\" alt=\"\" class=\"wp-image-27025\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-376.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-376-300x64.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=\"745\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-377.png\" alt=\"\" class=\"wp-image-27026\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-377.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-377-300x182.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-377-1024x620.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-377-768x465.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-378.png\" alt=\"\" class=\"wp-image-27027\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-378.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-378-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-378-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-26949-_2epkon2tpvqa\"><\/a><a id=\"post-26949-_iv0gwt25x8l2\"><\/a><strong>\u7231\u5f7c\u8fce (ABNB US)\uff1a\u65c5\u6e38\u4e1a\u6062\u590d\u4f9d\u7136<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\u4ef7\uff1a110\uff0c\u76ee\u6807\u4ef7\uff1a120\uff0c\u6b62\u635f\u4ef7\uff1a105<\/strong>   <\/li><li>\u7231\u5f7c\u8fce\u53ca\u5176\u5b50\u516c\u53f8\u8fd0\u8425\u7740\u4e00\u4e2a\u5e73\u53f0\uff0c\u4f7f\u623f\u4e1c\u80fd\u591f\u4e3a\u4e16\u754c\u5404\u5730\u7684\u5ba2\u4eba\u63d0\u4f9b\u4f4f\u5bbf\u548c\u4f53\u9a8c\u3002\u8be5\u516c\u53f8\u7684\u5e02\u573a\u6a21\u5f0f\u5c06\u623f\u4e1c\u548c\u5ba2\u4eba\u5728\u7ebf\u6216\u901a\u8fc7\u79fb\u52a8\u8bbe\u5907\u8fde\u63a5\u8d77\u6765\uff0c\u9884\u8ba2\u7a7a\u95f4\u548c\u4f53\u9a8c\u3002   <\/li><li><strong>\u77ed\u671f\u79df\u91d1\u6062\u590d\u5230\u75ab\u60c5\u524d\u7684\u6c34\u5e73\u3002<\/strong>\u6839\u636e\u4e16\u754c\u65c5\u6e38\u7ec4\u7ec7(UNWTO)\u7684\u65c5\u6e38\u590d\u82cf\u8ffd\u8e2a\u6307\u6807\uff0c23\u5e74\u7b2c\u4e00\u5b63\u5ea6\u5168\u7403\u77ed\u671f\u79df\u91d1\u98d9\u5347\u81f3\u75ab\u60c5\u524d\u7684\u6c34\u5e73\u4ee5\u4e0a\uff0c\u8fd9\u610f\u5473\u7740\u5bf9\u77ed\u671f\u4f4f\u5bbf\u7684\u9700\u6c42\u5f3a\u52b2\u3002   <\/li><\/ul>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><strong>\u65c5\u6e38\u590d\u82cf\u8ffd\u8e2a\u6307\u6807 \u2013 \u77ed\u671f\u79df\u91d1<\/strong>\n  <img loading=\"lazy\" decoding=\"async\" width=\"878\" height=\"220\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-379.png\" class=\"wp-image-27028\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-379.png 878w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-379-300x75.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-379-768x192.png 768w\" sizes=\"(max-width: 878px) 100vw, 878px\" \/>\n  (Source: UNWTO)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u589e\u957f\u653e\u7f13\u3002<\/strong>\u516c\u53f8\u9884\u8ba1\u5728\u5373\u5c06\u5230\u6765\u7684\u5b63\u5ea6\uff0c\u9884\u8ba2\u7684\u4f4f\u5bbf\u5929\u6570\u548c\u4f53\u9a8c\u91cf\u4ee5\u53ca\u5e73\u5747\u6bcf\u65e5\u623f\u4ef7(ADR)\u7684\u540c\u6bd4\u589e\u957f\u7387\u5c06\u6709\u6240\u4e0b\u964d\u3002\u5c3d\u7ba1\u6700\u8fd1\u5e02\u573a\u51fa\u73b0\u629b\u552e\uff0c\u4f46\u6211\u4eec\u4ecd\u7136\u770b\u597d\u8be5\u80a1\u3002\u867d\u7136\u8be5\u516c\u53f8\u4e4b\u524d\u53d7\u76ca\u4e8e\u65c5\u6e38\u9650\u5236\u89e3\u9664\u540e\u4f4f\u5bbf\u9700\u6c42\u7684\u6fc0\u589e\uff0c\u4f46\u7531\u4e8e\u65c5\u6e38\u9700\u6c42\u653e\u7f13\uff0c\u8be5\u516c\u53f8\u76ee\u524d\u6b63\u7ecf\u5386\u540c\u6bd4\u6536\u5165\u589e\u957f\u653e\u7f13\u3002\u7136\u800c\uff0c\u516c\u53f8\u901a\u8fc7\u4e13\u6ce8\u4e8e\u53ef\u8d1f\u62c5\u6027\uff0c\u79ef\u6781\u5e94\u5bf9\u8fd9\u79cd\u8f6c\u53d8\u3002\u8be5\u516c\u53f8\u63a8\u51fa\u4e86\u65b0\u7684\u529f\u80fd\u548c\u5347\u7ea7\uff0c\u5982Airbnb Rooms\uff0c\u964d\u4f4e\u4e86\u8d39\u7528\uff0c\u5e76\u652f\u6301\u5206\u671f\u4ed8\u6b3e\u3002\u8fd9\u4e9b\u53d8\u5316\u589e\u52a0\u4e86\u4ef7\u683c\u7684\u900f\u660e\u5ea6\u548c\u53ef\u627f\u53d7\u6027\uff0c\u5728\u5f53\u524d\u901a\u8d27\u81a8\u80c0\u548c\u7ecf\u6d4e\u4e0d\u7a33\u5b9a\u7684\u60c5\u51b5\u4e0b\uff0c\u8fd9\u5bf9\u4ef7\u683c\u654f\u611f\u7684\u65c5\u884c\u8005\u7279\u522b\u6709\u5438\u5f15\u529b\u3002\u603b\u7684\u6765\u8bf4\uff0c\u6211\u4eec\u76f8\u4fe1\u8fd9\u4e9b\u4e3e\u63aa\u5c06\u6709\u52a9\u4e8eAirbnb\u7ee7\u7eed\u5438\u5f15\u5ba2\u6237\u5e76\u63a8\u52a8\u957f\u671f\u589e\u957f\u3002\n  <\/li><li><strong>\u6765\u81ea\u4e13\u4e1a\u5e73\u53f0\u7684\u7ade\u4e89\u4e0d\u662f\u5a01\u80c1\u3002<\/strong>\u6700\u8fd1\u7684\u7a7a\u5934\u62a5\u544a\u663e\u793a\uff0c\u8be5\u516c\u53f8\u9762\u4e34\u7740\u5176\u4ed6\u540c\u884c\u7684\u7ade\u4e89\uff0c\u4ed6\u4eec\u6b63\u5728\u5efa\u7acb\u7c7b\u4f3c\u7684\u5e73\u53f0\uff0c\u5e76\u63d0\u4f9b\u66f4\u4f4e\u7684\u4ef7\u683c\u3002\u7136\u800c\uff0c\u65c5\u6e38\u5e02\u573a\u662f\u4e00\u4e2a\u5de8\u5927\u7684\u5e02\u573a\uff0c\u591a\u4e2a\u53c2\u4e0e\u8005\u5c06\u5171\u5b58\u548c\u7ade\u4e89\u3002\u53e6\u4e00\u65b9\u9762\uff0c\u5728\u540e\u65b0\u51a0\u65f6\u4ee3\uff0c\u6e38\u5ba2\u66f4\u503e\u5411\u4e8e\u77ed\u671f\u5165\u4f4f\u9152\u5e97\u548c\u5ea6\u5047\u6751\uff0c\u56e0\u4e3a\u5728\u4e09\u5e74\u7684\u5c01\u9501\u4e4b\u540e\uff0c\u4eba\u4eec\u66f4\u559c\u6b22\u5962\u534e\u7684\u65c5\u884c\u3002\u7136\u800c\uff0c\u7531\u4e8e\u5ec9\u4ef7\u65c5\u884c\u4ecd\u7136\u5b58\u5728\uff0c\u6c11\u5bbf\u5e02\u573a\u5c06\u7ee7\u7eed\u589e\u957f\u3002\n  <\/li><li><strong>\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u6536\u5165\u540c\u6bd4\u589e\u957f20.5%\uff0c\u8fbe\u523018.2\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f3,000\u4e07\u7f8e\u5143\u3002\u7b2c\u4e00\u5b63\u5ea6GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.18\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.08\u7f8e\u5143\u3002\u603b\u9884\u8ba2\u4ef7\u503c\u540c\u6bd4\u589e\u957f19%\u81f3204\u4ebf\u7f8e\u5143\u3002\u9884\u8ba2\u7684\u591c\u6570\u548c\u4f53\u9a8c\u6570\u540c\u6bd4\u589e\u957f19%\uff0c\u8fbe\u52301.211\u4ebf\u3002\u5e73\u5747\u6bcf\u65e5\u623f\u4ef7\u4e0e\u53bb\u5e74\u540c\u671f\u6301\u5e73\uff0c\u4e3a168\u7f8e\u5143\u3002\u9884\u8ba1\u7b2c\u4e8c\u5b63\u5ea6\u8425\u6536\u5c06\u572823.5\u4ebf\u81f324.5\u4ebf\u7f8e\u5143\u4e4b\u95f4\u3002\u5e02\u573a\u666e\u904d\u9884\u671f\u8425\u6536\u4e3a24.2\u4ebf\u7f8e\u5143\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-380.png\" alt=\"\" class=\"wp-image-27029\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-380.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-380-300x64.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=\"745\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-381.png\" alt=\"\" class=\"wp-image-27030\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-381.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-381-300x182.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-381-1024x620.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-381-768x465.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=\"wp-block-paragraph\"><a id=\"post-26949-_ry0804sniri\"><\/a>\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-26949-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-382.png\" class=\"wp-image-27031\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-382.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-382-300x64.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-383.png\" alt=\"\" class=\"wp-image-27032\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-383.png 829w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-383-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-383-768x96.png 768w\" sizes=\"(max-width: 829px) 100vw, 829px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-26949-_fginbsn8cd1z\"><\/a><a id=\"post-26949-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1197\" height=\"671\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-391.png\" alt=\"\" class=\"wp-image-27049\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-391.png 1197w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-391-300x168.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-391-1024x574.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-391-768x431.png 768w\" sizes=\"(max-width: 1197px) 100vw, 1197px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td><p><strong>News Feed<\/strong>\n<\/p><\/td><\/tr><tr><td><p>\n  1. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/us-weekly-jobless-claims-jump-highest-level-late-2021\">US weekly jobless claims jump to the highest level since late 2021<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/imf-warns-us-default-would-have-serious-repercussions-globally\">IMF warns US default would have \u2018serious repercussions\u2019 globally<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.businesstimes.com.sg\/companies-markets\/google-sap-team-ease-ai-tasks-cloud-clients\">Google, SAP team up to ease AI tasks for cloud clients<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/binanceus-explores-ways-cut-founder-zhaos-majority-stake-report\">Binance.US explores ways to cut founder Zhao\u2019s majority stake: report<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/meta-introduces-ai-tools-create-ads-and-predict-performance\">Meta introduces AI tools to create ads and predict performance<\/a>\n<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><a id=\"post-26949-_qqv3rtx8nazp\"><\/a>\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-385.png\" alt=\"\" class=\"wp-image-27034\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-385.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-385-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-26949-_qqv3rtx8nazp\"><\/a><a id=\"post-26949-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1195\" height=\"672\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-386.png\" alt=\"\" class=\"wp-image-27035\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-386.png 1195w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-386-300x169.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-386-1024x576.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-386-768x432.png 768w\" sizes=\"(max-width: 1195px) 100vw, 1195px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td><p><strong>News Feed<\/strong>\n<\/p><\/td><\/tr><tr><td><p>\n  1. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/china-rate-cut-bets-mount-treasury-yields-fall-below-key-threshold\">China rate cut bets mount, treasury yields fall below key threshold<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/global\/china-consumer-inflation-slows-april-factory-gate-deflation-deepens\">China consumer inflation slows in April, factory gate deflation deepens<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/china-asks-state-banks-cut-deposit-rate-ceilings-may-15\">China asks state banks to cut deposit rate ceilings from May 15<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.scmp.com\/tech\/policy\/article\/3220098\/chinas-consultancy-crackdown-scaring-away-foreign-investors-experts-warn\">China\u2019s consultancy crackdown is scaring away foreign investors, experts warn<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.channelnewsasia.com\/world\/australian-minister-heads-china-unimpeded-trade-3480761\">Australian minister heads to China seeking \u2018unimpeded\u2019 trade<\/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-387.png\" alt=\"\" class=\"wp-image-27036\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-387.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-387-300x64.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-388.png\" alt=\"\" class=\"wp-image-27037\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-388.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-388-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>No stock additions\/deletions.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"426\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-389.png\" alt=\"\" class=\"wp-image-27038\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-389.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-389-300x136.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-389-768x347.png 768w\" sizes=\"(max-width: 943px) 100vw, 943px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/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 \u4e30\u76ca\u56fd\u9645 (WIL SP)\uff1a\u6cb9\u4ef7\u53cd\u5f39 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a3.95\uff0c\u76ee\u6807\u4ef7\uff1a4.20\uff0c\u6b62\u635f\u4ef7\uff1a3.85 \u4e30\u76ca\u56fd\u9645\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u98df\u54c1\u52a0\u5de5\u516c\u53f8\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u6cb9\u68d5\u79cd\u690d\u3001\u98df\u7528\u6cb9\u7cbe\u70bc\u3001\u7834\u788e\u548c\u589e\u76ca\u52a0\u5de5\u670d\u52a1\uff0c\u5e76\u63d0\u4f9b\u7cd6\u3001\u9762\u7c89\u548c\u5927\u7c73\u3002\u4e30\u76ca\u56fd\u9645\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002 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\u516c\u53f8\u662f\u4e00\u5bb6\u72ec\u7acb\u7684\u77f3\u6cb9\u52d8\u63a2\u548c\u751f\u4ea7\u516c\u53f8\u3002\u5b83\u7684\u4e1a\u52a1\u5305\u62ec\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u90e8\u95e8\u4ee5\u53ca\u975e\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u90e8\u95e8\u3002\u8be5\u516c\u53f8\u63d0\u4f9bRex Virtual Drilling\uff0c\u4e00\u79cd\u6db2\u4f53\u78b3\u6c22\u5316\u5408\u7269\u6307\u793a\u5668\uff0c\u5229\u7528\u5730\u9707\u6570\u636e\u5bfb\u627e\u77f3\u6cb9\u3002\u8be5\u516c\u53f8\u4ece\u4e8b\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u52d8\u63a2\u548c\u751f\u4ea7\u6d3b\u52a8\uff0c\u5176\u4e1a\u52a1\u91cd\u5fc3\u5728\u963f\u66fc\u548c\u632a\u5a01\u3002 \u632a\u5a01\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u52d8\u63a2\u3002\u968f\u7740REXI\u7684\u5b50\u516c\u53f8Lime Petroleum AS\u6700\u8fd1\u83b7\u5f97\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u52d8\u63a2\u7684\u6279\u51c6\uff0c\u8be5\u516c\u53f8\u5c06\u80fd\u591f\u5728\u632a\u5a01\u627e\u5230\u5e76\u5f00\u53d1\u65b0\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u6765\u6e90\u3002\u8fd9\u4e0d\u4ec5\u53ef\u4ee5\u901a\u8fc7\u5f00\u53d1\u65b0\u8d44\u6e90\u800c\u4e0d\u662f\u4ec5\u4ec5\u4f9d\u8d56\u73b0\u6709\u50a8\u91cf\u6765\u6269\u5927\u5176\u5728\u632a\u5a01\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u4f9b\u5e94\uff0c\u800c\u4e14\u8fd8\u6709\u52a9\u4e8e\u6539\u5584\u5176\u4f9b\u5e94\u94fe\uff0c\u56e0\u4e3a\u5b83\u73b0\u5728\u4e0d\u518d\u4f9d\u8d56\u5916\u90e8\u5229\u76ca\u76f8\u5173\u8005\u6765\u83b7\u53d6\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u3002\u603b\u7684\u6765\u8bf4\uff0c\u867d\u7136\u6b64\u6b21\u6279\u51c6\u53ef\u80fd\u4e0d\u4f1a\u4ea7\u751f\u7acb\u7aff\u89c1\u5f71\u7684\u6548\u679c\uff0c\u4f46\u4ece\u957f\u8fdc\u6765\u770b\uff0c\u5b83\u5c06\u5bf9REXI\u5927\u6709\u88e8\u76ca\u3002 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\u8ba1\u5212\u5728\u9a6c\u6765\u897f\u4e9a\u5f00\u53d1\u6cb9\u7530\u3002\u4e0e\u9a6c\u6765\u897f\u4e9a\u56fd\u6709\u7684\u9a6c\u6765\u897f\u4e9a\u56fd\u5bb6\u77f3\u6cb9\u516c\u53f8(Petronas)\u5c31\u5f00\u53d1\u9a6c\u6765\u897f\u4e9a\u6cb9\u7530\u7684\u9879\u76ee\u8fbe\u6210\u534f\u8bae\u3002\u867d\u7136\u76ee\u524d\u7684\u6210\u672c\u4e0d\u5141\u8bb8REXI\u6709\u6548\u5730\u5229\u7528\u8be5\u534f\u8bae\u7684\u597d\u5904\uff0c\u4f46\u6211\u4eec\u76f8\u4fe1\uff0c\u5b83\u5c06\u80fd\u591f\u5728\u672a\u6765\u4ece\u5df2\u5f00\u53d1\u7684\u6cb9\u7530\u4e2d\u53d7\u76ca\uff0c\u4f7f\u516c\u53f8\u80fd\u591f\u5728\u540c\u884c\u4e2d\u53d1\u5c55\u7ade\u4e89\u4f18\u52bf\u3002 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 22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u516c\u53f8\u57282022\u5e74\u4e8f\u635f100\u4e07\u7f8e\u5143\uff0c\u800c2022\u5e74\u51c0\u5229\u6da6\u4e3a6,720\u4e07\u7f8e\u5143\u300222\u8d22\u5e74\u539f\u6cb9\u9500\u552e\u6536\u5165\u589e\u957f7%\uff0c\u8fbe\u52301.703\u4ebf\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u534e\u6da6\u7535\u529b (836 HK)\uff1a\u5b63\u8282\u6548\u5e94 \u4e70\u5165\u4ef7\uff1a18.6\uff0c\u76ee\u6807\u4ef7\uff1a20.6\uff0c\u6b62\u635f\u4ef7\uff1a17.6 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content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Alyssa Tee\"\/>\n\t<meta name=\"keywords\" content=\"kgi daily trading ideas (chinese)\" \/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-12-may-2023-zh\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO (AIOSEO) 4.9.8\" \/>\n\t\t<meta property=\"og:locale\" content=\"en_US\" \/>\n\t\t<meta property=\"og:site_name\" content=\"KGI Singapore Research \u2022 Singapore&#039;s leading broker offering Futures, FX, Equities and Wealth Management.\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"2023\u5e7405\u670812\u65e5: REX\u56fd\u9645 (REXI SP), \u6c47\u4e30\u63a7\u80a1 (5 HK), \u7231\u5f7c\u8fce (ABNB US) \u2022 KGI Singapore Research\" \/>\n\t\t<meta property=\"og:description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | 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US)\uff1a\u65c5\u6e38\u4e1a\u6062\u590d\u4f9d\u7136 \u4e70\u5165\u4ef7\uff1a110\uff0c\u76ee\u6807\u4ef7\uff1a120\uff0c\u6b62\u635f\u4ef7\uff1a105 \u7231\u5f7c\u8fce\u53ca\u5176\u5b50\u516c\u53f8\u8fd0\u8425\u7740\u4e00\u4e2a\u5e73\u53f0\uff0c\u4f7f\u623f\u4e1c\u80fd\u591f\u4e3a\u4e16\u754c\u5404\u5730\u7684\u5ba2\u4eba\u63d0\u4f9b\u4f4f\u5bbf\u548c\u4f53\u9a8c\u3002\u8be5\u516c\u53f8\u7684\u5e02\u573a\u6a21\u5f0f\u5c06\u623f\u4e1c\u548c\u5ba2\u4eba\u5728\u7ebf\u6216\u901a\u8fc7\u79fb\u52a8\u8bbe\u5907\u8fde\u63a5\u8d77\u6765\uff0c\u9884\u8ba2\u7a7a\u95f4\u548c\u4f53\u9a8c\u3002 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Rooms\uff0c\u964d\u4f4e\u4e86\u8d39\u7528\uff0c\u5e76\u652f\u6301\u5206\u671f\u4ed8\u6b3e\u3002\u8fd9\u4e9b\u53d8\u5316\u589e\u52a0\u4e86\u4ef7\u683c\u7684\u900f\u660e\u5ea6\u548c\u53ef\u627f\u53d7\u6027\uff0c\u5728\u5f53\u524d\u901a\u8d27\u81a8\u80c0\u548c\u7ecf\u6d4e\u4e0d\u7a33\u5b9a\u7684\u60c5\u51b5\u4e0b\uff0c\u8fd9\u5bf9\u4ef7\u683c\u654f\u611f\u7684\u65c5\u884c\u8005\u7279\u522b\u6709\u5438\u5f15\u529b\u3002\u603b\u7684\u6765\u8bf4\uff0c\u6211\u4eec\u76f8\u4fe1\u8fd9\u4e9b\u4e3e\u63aa\u5c06\u6709\u52a9\u4e8eAirbnb\u7ee7\u7eed\u5438\u5f15\u5ba2\u6237\u5e76\u63a8\u52a8\u957f\u671f\u589e\u957f\u3002 \u6765\u81ea\u4e13\u4e1a\u5e73\u53f0\u7684\u7ade\u4e89\u4e0d\u662f\u5a01\u80c1\u3002\u6700\u8fd1\u7684\u7a7a\u5934\u62a5\u544a\u663e\u793a\uff0c\u8be5\u516c\u53f8\u9762\u4e34\u7740\u5176\u4ed6\u540c\u884c\u7684\u7ade\u4e89\uff0c\u4ed6\u4eec\u6b63\u5728\u5efa\u7acb\u7c7b\u4f3c\u7684\u5e73\u53f0\uff0c\u5e76\u63d0\u4f9b\u66f4\u4f4e\u7684\u4ef7\u683c\u3002\u7136\u800c\uff0c\u65c5\u6e38\u5e02\u573a\u662f\u4e00\u4e2a\u5de8\u5927\u7684\u5e02\u573a\uff0c\u591a\u4e2a\u53c2\u4e0e\u8005\u5c06\u5171\u5b58\u548c\u7ade\u4e89\u3002\u53e6\u4e00\u65b9\u9762\uff0c\u5728\u540e\u65b0\u51a0\u65f6\u4ee3\uff0c\u6e38\u5ba2\u66f4\u503e\u5411\u4e8e\u77ed\u671f\u5165\u4f4f\u9152\u5e97\u548c\u5ea6\u5047\u6751\uff0c\u56e0\u4e3a\u5728\u4e09\u5e74\u7684\u5c01\u9501\u4e4b\u540e\uff0c\u4eba\u4eec\u66f4\u559c\u6b22\u5962\u534e\u7684\u65c5\u884c\u3002\u7136\u800c\uff0c\u7531\u4e8e\u5ec9\u4ef7\u65c5\u884c\u4ecd\u7136\u5b58\u5728\uff0c\u6c11\u5bbf\u5e02\u573a\u5c06\u7ee7\u7eed\u589e\u957f\u3002 \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u6536\u5165\u540c\u6bd4\u589e\u957f20.5%\uff0c\u8fbe\u523018.2\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f3,000\u4e07\u7f8e\u5143\u3002\u7b2c\u4e00\u5b63\u5ea6GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.18\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.08\u7f8e\u5143\u3002\u603b\u9884\u8ba2\u4ef7\u503c\u540c\u6bd4\u589e\u957f19%\u81f3204\u4ebf\u7f8e\u5143\u3002\u9884\u8ba2\u7684\u591c\u6570\u548c\u4f53\u9a8c\u6570\u540c\u6bd4\u589e\u957f19%\uff0c\u8fbe\u52301.211\u4ebf\u3002\u5e73\u5747\u6bcf\u65e5\u623f\u4ef7\u4e0e\u53bb\u5e74\u540c\u671f\u6301\u5e73\uff0c\u4e3a168\u7f8e\u5143\u3002\u9884\u8ba1\u7b2c\u4e8c\u5b63\u5ea6\u8425\u6536\u5c06\u572823.5\u4ebf\u81f324.5\u4ebf\u7f8e\u5143\u4e4b\u95f4\u3002\u5e02\u573a\u666e\u904d\u9884\u671f\u8425\u6536\u4e3a24.2\u4ebf\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd \u9999\u6e2f ^ Back To Top\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-12-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=\"2023-05-11T23:00:00+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2023-05-12T02:03:31+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2023\u5e7405\u670812\u65e5: REX\u56fd\u9645 (REXI SP), \u6c47\u4e30\u63a7\u80a1 (5 HK), \u7231\u5f7c\u8fce (ABNB 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) 22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u8be5\u516c\u53f8\u516c\u5e0322\u8d22\u5e74\u7684\u5229\u6da6\u8fbe\u5230\u521b\u7eaa\u5f55\u768424\u4ebf\u7f8e\u5143\uff0832\u4ebf\u65b0\u5143\uff09\uff0c\u6bd42021\u8d22\u5e74\u768419\u4ebf\u7f8e\u5143\u589e\u957f27.1%\uff1b2022\u8d22\u5e74\u6838\u5fc3\u51c0\u5229\u6da6\u589e\u957f31%\u81f324.2\u4ebf\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) 22\u8d22\u5e74\u4e1a\u7ee9\u3002\u8425\u6536\u589e\u81f31,033\u4ebf\u6e2f\u5143\uff0c\u540c\u6bd4\u589e\u957f15.0%\u3002\u51c0\u5229\u6da6\u4e3a70.4\u4ebf\u6e2f\u5143\uff0c\u8f832021\u8d22\u5e74\u589e\u957f342%\u3002\u51c0\u5229\u6da6\u7387\u5347\u81f36.8%\uff0c\u800c2021\u8d22\u5e74\u4e3a1.8%\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) \u7231\u5f7c\u8fce (ABNB US)\uff1a\u65c5\u6e38\u4e1a\u6062\u590d\u4f9d\u7136 \u4e70\u5165\u4ef7\uff1a110\uff0c\u76ee\u6807\u4ef7\uff1a120\uff0c\u6b62\u635f\u4ef7\uff1a105 \u7231\u5f7c\u8fce\u53ca\u5176\u5b50\u516c\u53f8\u8fd0\u8425\u7740\u4e00\u4e2a\u5e73\u53f0\uff0c\u4f7f\u623f\u4e1c\u80fd\u591f\u4e3a\u4e16\u754c\u5404\u5730\u7684\u5ba2\u4eba\u63d0\u4f9b\u4f4f\u5bbf\u548c\u4f53\u9a8c\u3002\u8be5\u516c\u53f8\u7684\u5e02\u573a\u6a21\u5f0f\u5c06\u623f\u4e1c\u548c\u5ba2\u4eba\u5728\u7ebf\u6216\u901a\u8fc7\u79fb\u52a8\u8bbe\u5907\u8fde\u63a5\u8d77\u6765\uff0c\u9884\u8ba2\u7a7a\u95f4\u548c\u4f53\u9a8c\u3002 \u77ed\u671f\u79df\u91d1\u6062\u590d\u5230\u75ab\u60c5\u524d\u7684\u6c34\u5e73\u3002\u6839\u636e\u4e16\u754c\u65c5\u6e38\u7ec4\u7ec7(UNWTO)\u7684\u65c5\u6e38\u590d\u82cf\u8ffd\u8e2a\u6307\u6807\uff0c23\u5e74\u7b2c\u4e00\u5b63\u5ea6\u5168\u7403\u77ed\u671f\u79df\u91d1\u98d9\u5347\u81f3\u75ab\u60c5\u524d\u7684\u6c34\u5e73\u4ee5\u4e0a\uff0c\u8fd9\u610f\u5473\u7740\u5bf9\u77ed\u671f\u4f4f\u5bbf\u7684\u9700\u6c42\u5f3a\u52b2\u3002 \u65c5\u6e38\u590d\u82cf\u8ffd\u8e2a\u6307\u6807 - \u77ed\u671f\u79df\u91d1 (Source: UNWTO) \u589e\u957f\u653e\u7f13\u3002\u516c\u53f8\u9884\u8ba1\u5728\u5373\u5c06\u5230\u6765\u7684\u5b63\u5ea6\uff0c\u9884\u8ba2\u7684\u4f4f\u5bbf\u5929\u6570\u548c\u4f53\u9a8c\u91cf\u4ee5\u53ca\u5e73\u5747\u6bcf\u65e5\u623f\u4ef7(ADR)\u7684\u540c\u6bd4\u589e\u957f\u7387\u5c06\u6709\u6240\u4e0b\u964d\u3002\u5c3d\u7ba1\u6700\u8fd1\u5e02\u573a\u51fa\u73b0\u629b\u552e\uff0c\u4f46\u6211\u4eec\u4ecd\u7136\u770b\u597d\u8be5\u80a1\u3002\u867d\u7136\u8be5\u516c\u53f8\u4e4b\u524d\u53d7\u76ca\u4e8e\u65c5\u6e38\u9650\u5236\u89e3\u9664\u540e\u4f4f\u5bbf\u9700\u6c42\u7684\u6fc0\u589e\uff0c\u4f46\u7531\u4e8e\u65c5\u6e38\u9700\u6c42\u653e\u7f13\uff0c\u8be5\u516c\u53f8\u76ee\u524d\u6b63\u7ecf\u5386\u540c\u6bd4\u6536\u5165\u589e\u957f\u653e\u7f13\u3002\u7136\u800c\uff0c\u516c\u53f8\u901a\u8fc7\u4e13\u6ce8\u4e8e\u53ef\u8d1f\u62c5\u6027\uff0c\u79ef\u6781\u5e94\u5bf9\u8fd9\u79cd\u8f6c\u53d8\u3002\u8be5\u516c\u53f8\u63a8\u51fa\u4e86\u65b0\u7684\u529f\u80fd\u548c\u5347\u7ea7\uff0c\u5982Airbnb Rooms\uff0c\u964d\u4f4e\u4e86\u8d39\u7528\uff0c\u5e76\u652f\u6301\u5206\u671f\u4ed8\u6b3e\u3002\u8fd9\u4e9b\u53d8\u5316\u589e\u52a0\u4e86\u4ef7\u683c\u7684\u900f\u660e\u5ea6\u548c\u53ef\u627f\u53d7\u6027\uff0c\u5728\u5f53\u524d\u901a\u8d27\u81a8\u80c0\u548c\u7ecf\u6d4e\u4e0d\u7a33\u5b9a\u7684\u60c5\u51b5\u4e0b\uff0c\u8fd9\u5bf9\u4ef7\u683c\u654f\u611f\u7684\u65c5\u884c\u8005\u7279\u522b\u6709\u5438\u5f15\u529b\u3002\u603b\u7684\u6765\u8bf4\uff0c\u6211\u4eec\u76f8\u4fe1\u8fd9\u4e9b\u4e3e\u63aa\u5c06\u6709\u52a9\u4e8eAirbnb\u7ee7\u7eed\u5438\u5f15\u5ba2\u6237\u5e76\u63a8\u52a8\u957f\u671f\u589e\u957f\u3002 \u6765\u81ea\u4e13\u4e1a\u5e73\u53f0\u7684\u7ade\u4e89\u4e0d\u662f\u5a01\u80c1\u3002\u6700\u8fd1\u7684\u7a7a\u5934\u62a5\u544a\u663e\u793a\uff0c\u8be5\u516c\u53f8\u9762\u4e34\u7740\u5176\u4ed6\u540c\u884c\u7684\u7ade\u4e89\uff0c\u4ed6\u4eec\u6b63\u5728\u5efa\u7acb\u7c7b\u4f3c\u7684\u5e73\u53f0\uff0c\u5e76\u63d0\u4f9b\u66f4\u4f4e\u7684\u4ef7\u683c\u3002\u7136\u800c\uff0c\u65c5\u6e38\u5e02\u573a\u662f\u4e00\u4e2a\u5de8\u5927\u7684\u5e02\u573a\uff0c\u591a\u4e2a\u53c2\u4e0e\u8005\u5c06\u5171\u5b58\u548c\u7ade\u4e89\u3002\u53e6\u4e00\u65b9\u9762\uff0c\u5728\u540e\u65b0\u51a0\u65f6\u4ee3\uff0c\u6e38\u5ba2\u66f4\u503e\u5411\u4e8e\u77ed\u671f\u5165\u4f4f\u9152\u5e97\u548c\u5ea6\u5047\u6751\uff0c\u56e0\u4e3a\u5728\u4e09\u5e74\u7684\u5c01\u9501\u4e4b\u540e\uff0c\u4eba\u4eec\u66f4\u559c\u6b22\u5962\u534e\u7684\u65c5\u884c\u3002\u7136\u800c\uff0c\u7531\u4e8e\u5ec9\u4ef7\u65c5\u884c\u4ecd\u7136\u5b58\u5728\uff0c\u6c11\u5bbf\u5e02\u573a\u5c06\u7ee7\u7eed\u589e\u957f\u3002 \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u6536\u5165\u540c\u6bd4\u589e\u957f20.5%\uff0c\u8fbe\u523018.2\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f3,000\u4e07\u7f8e\u5143\u3002\u7b2c\u4e00\u5b63\u5ea6GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.18\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.08\u7f8e\u5143\u3002\u603b\u9884\u8ba2\u4ef7\u503c\u540c\u6bd4\u589e\u957f19%\u81f3204\u4ebf\u7f8e\u5143\u3002\u9884\u8ba2\u7684\u591c\u6570\u548c\u4f53\u9a8c\u6570\u540c\u6bd4\u589e\u957f19%\uff0c\u8fbe\u52301.211\u4ebf\u3002\u5e73\u5747\u6bcf\u65e5\u623f\u4ef7\u4e0e\u53bb\u5e74\u540c\u671f\u6301\u5e73\uff0c\u4e3a168\u7f8e\u5143\u3002\u9884\u8ba1\u7b2c\u4e8c\u5b63\u5ea6\u8425\u6536\u5c06\u572823.5\u4ebf\u81f324.5\u4ebf\u7f8e\u5143\u4e4b\u95f4\u3002\u5e02\u573a\u666e\u904d\u9884\u671f\u8425\u6536\u4e3a24.2\u4ebf\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd \u9999\u6e2f ^ Back To Top\" \/>\n\t\t<meta name=\"twitter:image\" 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\u4e70\u5165\u4ef7\uff1a110\uff0c\u76ee\u6807\u4ef7\uff1a120\uff0c\u6b62\u635f\u4ef7\uff1a105 \u7231\u5f7c\u8fce\u53ca\u5176\u5b50\u516c\u53f8\u8fd0\u8425\u7740\u4e00\u4e2a\u5e73\u53f0\uff0c\u4f7f\u623f\u4e1c\u80fd\u591f\u4e3a\u4e16\u754c\u5404\u5730\u7684\u5ba2\u4eba\u63d0\u4f9b\u4f4f\u5bbf\u548c\u4f53\u9a8c\u3002\u8be5\u516c\u53f8\u7684\u5e02\u573a\u6a21\u5f0f\u5c06\u623f\u4e1c\u548c\u5ba2\u4eba\u5728\u7ebf\u6216\u901a\u8fc7\u79fb\u52a8\u8bbe\u5907\u8fde\u63a5\u8d77\u6765\uff0c\u9884\u8ba2\u7a7a\u95f4\u548c\u4f53\u9a8c\u3002 \u77ed\u671f\u79df\u91d1\u6062\u590d\u5230\u75ab\u60c5\u524d\u7684\u6c34\u5e73\u3002\u6839\u636e\u4e16\u754c\u65c5\u6e38\u7ec4\u7ec7(UNWTO)\u7684\u65c5\u6e38\u590d\u82cf\u8ffd\u8e2a\u6307\u6807\uff0c23\u5e74\u7b2c\u4e00\u5b63\u5ea6\u5168\u7403\u77ed\u671f\u79df\u91d1\u98d9\u5347\u81f3\u75ab\u60c5\u524d\u7684\u6c34\u5e73\u4ee5\u4e0a\uff0c\u8fd9\u610f\u5473\u7740\u5bf9\u77ed\u671f\u4f4f\u5bbf\u7684\u9700\u6c42\u5f3a\u52b2\u3002 \u65c5\u6e38\u590d\u82cf\u8ffd\u8e2a\u6307\u6807 - \u77ed\u671f\u79df\u91d1 (Source: UNWTO) \u589e\u957f\u653e\u7f13\u3002\u516c\u53f8\u9884\u8ba1\u5728\u5373\u5c06\u5230\u6765\u7684\u5b63\u5ea6\uff0c\u9884\u8ba2\u7684\u4f4f\u5bbf\u5929\u6570\u548c\u4f53\u9a8c\u91cf\u4ee5\u53ca\u5e73\u5747\u6bcf\u65e5\u623f\u4ef7(ADR)\u7684\u540c\u6bd4\u589e\u957f\u7387\u5c06\u6709\u6240\u4e0b\u964d\u3002\u5c3d\u7ba1\u6700\u8fd1\u5e02\u573a\u51fa\u73b0\u629b\u552e\uff0c\u4f46\u6211\u4eec\u4ecd\u7136\u770b\u597d\u8be5\u80a1\u3002\u867d\u7136\u8be5\u516c\u53f8\u4e4b\u524d\u53d7\u76ca\u4e8e\u65c5\u6e38\u9650\u5236\u89e3\u9664\u540e\u4f4f\u5bbf\u9700\u6c42\u7684\u6fc0\u589e\uff0c\u4f46\u7531\u4e8e\u65c5\u6e38\u9700\u6c42\u653e\u7f13\uff0c\u8be5\u516c\u53f8\u76ee\u524d\u6b63\u7ecf\u5386\u540c\u6bd4\u6536\u5165\u589e\u957f\u653e\u7f13\u3002\u7136\u800c\uff0c\u516c\u53f8\u901a\u8fc7\u4e13\u6ce8\u4e8e\u53ef\u8d1f\u62c5\u6027\uff0c\u79ef\u6781\u5e94\u5bf9\u8fd9\u79cd\u8f6c\u53d8\u3002\u8be5\u516c\u53f8\u63a8\u51fa\u4e86\u65b0\u7684\u529f\u80fd\u548c\u5347\u7ea7\uff0c\u5982Airbnb Rooms\uff0c\u964d\u4f4e\u4e86\u8d39\u7528\uff0c\u5e76\u652f\u6301\u5206\u671f\u4ed8\u6b3e\u3002\u8fd9\u4e9b\u53d8\u5316\u589e\u52a0\u4e86\u4ef7\u683c\u7684\u900f\u660e\u5ea6\u548c\u53ef\u627f\u53d7\u6027\uff0c\u5728\u5f53\u524d\u901a\u8d27\u81a8\u80c0\u548c\u7ecf\u6d4e\u4e0d\u7a33\u5b9a\u7684\u60c5\u51b5\u4e0b\uff0c\u8fd9\u5bf9\u4ef7\u683c\u654f\u611f\u7684\u65c5\u884c\u8005\u7279\u522b\u6709\u5438\u5f15\u529b\u3002\u603b\u7684\u6765\u8bf4\uff0c\u6211\u4eec\u76f8\u4fe1\u8fd9\u4e9b\u4e3e\u63aa\u5c06\u6709\u52a9\u4e8eAirbnb\u7ee7\u7eed\u5438\u5f15\u5ba2\u6237\u5e76\u63a8\u52a8\u957f\u671f\u589e\u957f\u3002 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\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u6536\u5165\u540c\u6bd4\u589e\u957f20.5%\uff0c\u8fbe\u523018.2\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f3,000\u4e07\u7f8e\u5143\u3002\u7b2c\u4e00\u5b63\u5ea6GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.18\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.08\u7f8e\u5143\u3002\u603b\u9884\u8ba2\u4ef7\u503c\u540c\u6bd4\u589e\u957f19%\u81f3204\u4ebf\u7f8e\u5143\u3002\u9884\u8ba2\u7684\u591c\u6570\u548c\u4f53\u9a8c\u6570\u540c\u6bd4\u589e\u957f19%\uff0c\u8fbe\u52301.211\u4ebf\u3002\u5e73\u5747\u6bcf\u65e5\u623f\u4ef7\u4e0e\u53bb\u5e74\u540c\u671f\u6301\u5e73\uff0c\u4e3a168\u7f8e\u5143\u3002\u9884\u8ba1\u7b2c\u4e8c\u5b63\u5ea6\u8425\u6536\u5c06\u572823.5\u4ebf\u81f324.5\u4ebf\u7f8e\u5143\u4e4b\u95f4\u3002\u5e02\u573a\u666e\u904d\u9884\u671f\u8425\u6536\u4e3a24.2\u4ebf\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd \u9999\u6e2f ^ Back To 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(Source: Bloomberg) (Source: Bloomberg) 22\u8d22\u5e74\u4e1a\u7ee9\u3002\u8425\u6536\u589e\u81f31,033\u4ebf\u6e2f\u5143\uff0c\u540c\u6bd4\u589e\u957f15.0%\u3002\u51c0\u5229\u6da6\u4e3a70.4\u4ebf\u6e2f\u5143\uff0c\u8f832021\u8d22\u5e74\u589e\u957f342%\u3002\u51c0\u5229\u6da6\u7387\u5347\u81f36.8%\uff0c\u800c2021\u8d22\u5e74\u4e3a1.8%\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) \u7231\u5f7c\u8fce (ABNB US)\uff1a\u65c5\u6e38\u4e1a\u6062\u590d\u4f9d\u7136 \u4e70\u5165\u4ef7\uff1a110\uff0c\u76ee\u6807\u4ef7\uff1a120\uff0c\u6b62\u635f\u4ef7\uff1a105 \u7231\u5f7c\u8fce\u53ca\u5176\u5b50\u516c\u53f8\u8fd0\u8425\u7740\u4e00\u4e2a\u5e73\u53f0\uff0c\u4f7f\u623f\u4e1c\u80fd\u591f\u4e3a\u4e16\u754c\u5404\u5730\u7684\u5ba2\u4eba\u63d0\u4f9b\u4f4f\u5bbf\u548c\u4f53\u9a8c\u3002\u8be5\u516c\u53f8\u7684\u5e02\u573a\u6a21\u5f0f\u5c06\u623f\u4e1c\u548c\u5ba2\u4eba\u5728\u7ebf\u6216\u901a\u8fc7\u79fb\u52a8\u8bbe\u5907\u8fde\u63a5\u8d77\u6765\uff0c\u9884\u8ba2\u7a7a\u95f4\u548c\u4f53\u9a8c\u3002 \u77ed\u671f\u79df\u91d1\u6062\u590d\u5230\u75ab\u60c5\u524d\u7684\u6c34\u5e73\u3002\u6839\u636e\u4e16\u754c\u65c5\u6e38\u7ec4\u7ec7(UNWTO)\u7684\u65c5\u6e38\u590d\u82cf\u8ffd\u8e2a\u6307\u6807\uff0c23\u5e74\u7b2c\u4e00\u5b63\u5ea6\u5168\u7403\u77ed\u671f\u79df\u91d1\u98d9\u5347\u81f3\u75ab\u60c5\u524d\u7684\u6c34\u5e73\u4ee5\u4e0a\uff0c\u8fd9\u610f\u5473\u7740\u5bf9\u77ed\u671f\u4f4f\u5bbf\u7684\u9700\u6c42\u5f3a\u52b2\u3002 \u65c5\u6e38\u590d\u82cf\u8ffd\u8e2a\u6307\u6807 - \u77ed\u671f\u79df\u91d1 (Source: UNWTO) \u589e\u957f\u653e\u7f13\u3002\u516c\u53f8\u9884\u8ba1\u5728\u5373\u5c06\u5230\u6765\u7684\u5b63\u5ea6\uff0c\u9884\u8ba2\u7684\u4f4f\u5bbf\u5929\u6570\u548c\u4f53\u9a8c\u91cf\u4ee5\u53ca\u5e73\u5747\u6bcf\u65e5\u623f\u4ef7(ADR)\u7684\u540c\u6bd4\u589e\u957f\u7387\u5c06\u6709\u6240\u4e0b\u964d\u3002\u5c3d\u7ba1\u6700\u8fd1\u5e02\u573a\u51fa\u73b0\u629b\u552e\uff0c\u4f46\u6211\u4eec\u4ecd\u7136\u770b\u597d\u8be5\u80a1\u3002\u867d\u7136\u8be5\u516c\u53f8\u4e4b\u524d\u53d7\u76ca\u4e8e\u65c5\u6e38\u9650\u5236\u89e3\u9664\u540e\u4f4f\u5bbf\u9700\u6c42\u7684\u6fc0\u589e\uff0c\u4f46\u7531\u4e8e\u65c5\u6e38\u9700\u6c42\u653e\u7f13\uff0c\u8be5\u516c\u53f8\u76ee\u524d\u6b63\u7ecf\u5386\u540c\u6bd4\u6536\u5165\u589e\u957f\u653e\u7f13\u3002\u7136\u800c\uff0c\u516c\u53f8\u901a\u8fc7\u4e13\u6ce8\u4e8e\u53ef\u8d1f\u62c5\u6027\uff0c\u79ef\u6781\u5e94\u5bf9\u8fd9\u79cd\u8f6c\u53d8\u3002\u8be5\u516c\u53f8\u63a8\u51fa\u4e86\u65b0\u7684\u529f\u80fd\u548c\u5347\u7ea7\uff0c\u5982Airbnb 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\u6765\u81ea\u4e13\u4e1a\u5e73\u53f0\u7684\u7ade\u4e89\u4e0d\u662f\u5a01\u80c1\u3002\u6700\u8fd1\u7684\u7a7a\u5934\u62a5\u544a\u663e\u793a\uff0c\u8be5\u516c\u53f8\u9762\u4e34\u7740\u5176\u4ed6\u540c\u884c\u7684\u7ade\u4e89\uff0c\u4ed6\u4eec\u6b63\u5728\u5efa\u7acb\u7c7b\u4f3c\u7684\u5e73\u53f0\uff0c\u5e76\u63d0\u4f9b\u66f4\u4f4e\u7684\u4ef7\u683c\u3002\u7136\u800c\uff0c\u65c5\u6e38\u5e02\u573a\u662f\u4e00\u4e2a\u5de8\u5927\u7684\u5e02\u573a\uff0c\u591a\u4e2a\u53c2\u4e0e\u8005\u5c06\u5171\u5b58\u548c\u7ade\u4e89\u3002\u53e6\u4e00\u65b9\u9762\uff0c\u5728\u540e\u65b0\u51a0\u65f6\u4ee3\uff0c\u6e38\u5ba2\u66f4\u503e\u5411\u4e8e\u77ed\u671f\u5165\u4f4f\u9152\u5e97\u548c\u5ea6\u5047\u6751\uff0c\u56e0\u4e3a\u5728\u4e09\u5e74\u7684\u5c01\u9501\u4e4b\u540e\uff0c\u4eba\u4eec\u66f4\u559c\u6b22\u5962\u534e\u7684\u65c5\u884c\u3002\u7136\u800c\uff0c\u7531\u4e8e\u5ec9\u4ef7\u65c5\u884c\u4ecd\u7136\u5b58\u5728\uff0c\u6c11\u5bbf\u5e02\u573a\u5c06\u7ee7\u7eed\u589e\u957f\u3002 \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u6536\u5165\u540c\u6bd4\u589e\u957f20.5%\uff0c\u8fbe\u523018.2\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f3,000\u4e07\u7f8e\u5143\u3002\u7b2c\u4e00\u5b63\u5ea6GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.18\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.08\u7f8e\u5143\u3002\u603b\u9884\u8ba2\u4ef7\u503c\u540c\u6bd4\u589e\u957f19%\u81f3204\u4ebf\u7f8e\u5143\u3002\u9884\u8ba2\u7684\u591c\u6570\u548c\u4f53\u9a8c\u6570\u540c\u6bd4\u589e\u957f19%\uff0c\u8fbe\u52301.211\u4ebf\u3002\u5e73\u5747\u6bcf\u65e5\u623f\u4ef7\u4e0e\u53bb\u5e74\u540c\u671f\u6301\u5e73\uff0c\u4e3a168\u7f8e\u5143\u3002\u9884\u8ba1\u7b2c\u4e8c\u5b63\u5ea6\u8425\u6536\u5c06\u572823.5\u4ebf\u81f324.5\u4ebf\u7f8e\u5143\u4e4b\u95f4\u3002\u5e02\u573a\u666e\u904d\u9884\u671f\u8425\u6536\u4e3a24.2\u4ebf\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd \u9999\u6e2f ^ Back To Top","inLanguage":"en-US","isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/#website"},"breadcrumb":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-12-may-2023-zh\/#breadcrumblist"},"author":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/alyssa-teekgi-com\/#author"},"creator":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/alyssa-teekgi-com\/#author"},"image":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/01\/Thumbnail-154.jpg?wsr","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-12-may-2023-zh\/#mainImage","width":275,"height":183},"primaryImageOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-12-may-2023-zh\/#mainImage"},"datePublished":"2023-05-12T07:00:00+08:00","dateModified":"2023-05-12T10:03:31+08:00"},{"@type":"WebSite","@id":"https:\/\/www.kgieworld.sg\/research\/#website","url":"https:\/\/www.kgieworld.sg\/research\/","name":"KGI Singapore Research","description":"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","inLanguage":"en-US","publisher":{"@id":"https:\/\/www.kgieworld.sg\/research\/#organization"}}]},"og:locale":"en_US","og:site_name":"KGI Singapore Research \u2022 Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","og:type":"article","og:title":"2023\u5e7405\u670812\u65e5: REX\u56fd\u9645 (REXI SP), \u6c47\u4e30\u63a7\u80a1 (5 HK), \u7231\u5f7c\u8fce (ABNB US) \u2022 KGI Singapore Research","og:description":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c (Source: Bloomberg) 22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u8be5\u516c\u53f8\u516c\u5e0322\u8d22\u5e74\u7684\u5229\u6da6\u8fbe\u5230\u521b\u7eaa\u5f55\u768424\u4ebf\u7f8e\u5143\uff0832\u4ebf\u65b0\u5143\uff09\uff0c\u6bd42021\u8d22\u5e74\u768419\u4ebf\u7f8e\u5143\u589e\u957f27.1%\uff1b2022\u8d22\u5e74\u6838\u5fc3\u51c0\u5229\u6da6\u589e\u957f31%\u81f324.2\u4ebf\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) 22\u8d22\u5e74\u4e1a\u7ee9\u3002\u8425\u6536\u589e\u81f31,033\u4ebf\u6e2f\u5143\uff0c\u540c\u6bd4\u589e\u957f15.0%\u3002\u51c0\u5229\u6da6\u4e3a70.4\u4ebf\u6e2f\u5143\uff0c\u8f832021\u8d22\u5e74\u589e\u957f342%\u3002\u51c0\u5229\u6da6\u7387\u5347\u81f36.8%\uff0c\u800c2021\u8d22\u5e74\u4e3a1.8%\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) \u7231\u5f7c\u8fce (ABNB US)\uff1a\u65c5\u6e38\u4e1a\u6062\u590d\u4f9d\u7136 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\u65c5\u6e38\u590d\u82cf\u8ffd\u8e2a\u6307\u6807 - \u77ed\u671f\u79df\u91d1 (Source: UNWTO) \u589e\u957f\u653e\u7f13\u3002\u516c\u53f8\u9884\u8ba1\u5728\u5373\u5c06\u5230\u6765\u7684\u5b63\u5ea6\uff0c\u9884\u8ba2\u7684\u4f4f\u5bbf\u5929\u6570\u548c\u4f53\u9a8c\u91cf\u4ee5\u53ca\u5e73\u5747\u6bcf\u65e5\u623f\u4ef7(ADR)\u7684\u540c\u6bd4\u589e\u957f\u7387\u5c06\u6709\u6240\u4e0b\u964d\u3002\u5c3d\u7ba1\u6700\u8fd1\u5e02\u573a\u51fa\u73b0\u629b\u552e\uff0c\u4f46\u6211\u4eec\u4ecd\u7136\u770b\u597d\u8be5\u80a1\u3002\u867d\u7136\u8be5\u516c\u53f8\u4e4b\u524d\u53d7\u76ca\u4e8e\u65c5\u6e38\u9650\u5236\u89e3\u9664\u540e\u4f4f\u5bbf\u9700\u6c42\u7684\u6fc0\u589e\uff0c\u4f46\u7531\u4e8e\u65c5\u6e38\u9700\u6c42\u653e\u7f13\uff0c\u8be5\u516c\u53f8\u76ee\u524d\u6b63\u7ecf\u5386\u540c\u6bd4\u6536\u5165\u589e\u957f\u653e\u7f13\u3002\u7136\u800c\uff0c\u516c\u53f8\u901a\u8fc7\u4e13\u6ce8\u4e8e\u53ef\u8d1f\u62c5\u6027\uff0c\u79ef\u6781\u5e94\u5bf9\u8fd9\u79cd\u8f6c\u53d8\u3002\u8be5\u516c\u53f8\u63a8\u51fa\u4e86\u65b0\u7684\u529f\u80fd\u548c\u5347\u7ea7\uff0c\u5982Airbnb 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\u5f3a\u5b63\u8282\u6027\u6548\u5e94\u3002\u590f\u5929\u548c\u51ac\u5b63\u662f\u8be5\u516c\u53f8\u80a1\u7968\u8868\u73b0\u6700\u597d\u7684\u6708\u4efd\uff0c\u5982\u4e0b\u56fe\u6240\u793a\u3002 20\u5e74\u5386\u53f2\u6708\u56de\u62a5\u7387 (Source: Bloomberg) 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