{"id":27288,"date":"2023-05-19T07:17:00","date_gmt":"2023-05-18T23:17:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=27288"},"modified":"2023-05-19T10:33:46","modified_gmt":"2023-05-19T02:33:46","slug":"kgi-daily-trading-ideas-19-may-2023-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-19-may-2023-zh\/","title":{"rendered":"2023\u5e7405\u670819\u65e5: \u65b0\u52a0\u5761\u822a\u7a7a (SIA SP), \u4e2d\u56fd\u79fb\u52a8 (941 HK), Netflix Inc. (NFLX 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-27288-_2zsv8cbjaot6\"><\/a><strong>\u65b0\u52a0\u5761\u822a\u7a7a (SIA SP)\uff1a\u7ee7\u7eed\u6062\u590d\u5230\u65b0\u51a0\u75ab\u60c5\u524d\u6c34\u5e73<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a6.05\uff0c\u76ee\u6807\u4ef7\uff1a6.55\uff0c\u6b62\u635f\u4ef7\uff1a5.85<\/strong>\n  <\/li><li>\n    \u65b0\u52a0\u5761\u822a\u7a7a\u96c6\u56e2\u62e5\u670920\u591a\u5bb6\u5b50\u516c\u53f8\uff0c\u6db5\u76d6\u4ece\u8d27\u8fd0\u5230\u53d1\u52a8\u673a\u7ef4\u4fee\u7b49\u4e00\u7cfb\u5217\u822a\u7a7a\u76f8\u5173\u670d\u52a1\u3002\u65d7\u4e0b\u5b50\u516c\u53f8\u8fd8\u5305\u62ec\u65b0\u822a\u5de5\u7a0b\u3001\u9177\u822a\u3001\u864e\u822a\u3001Singapore Flying College\u548cTradewinds Tours and Travel\u3002\u96c6\u56e2\u7684\u4e3b\u8981\u4e1a\u52a1\u5305\u62ec\u822a\u7a7a\u8fd0\u8f93\u3001\u5de5\u7a0b\u670d\u52a1\u548c\u5176\u4ed6\u4e0e\u822a\u7a7a\u516c\u53f8\u76f8\u5173\u7684\u4e1a\u52a1\u3002\n  <\/li><li><strong>\u8bbf\u5ba2\u4eba\u6570\u56de\u5347\u7684\u7a7a\u95f4\u4ecd\u8f83\u5927\u3002<\/strong>\u4eca\u5e744\u6708\uff0c\u65b0\u52a0\u5761\u5168\u9762\u5f00\u653e\u8fb9\u5883\u4e00\u5468\u5e74\u4e4b\u9645\uff0c\u5230\u8bbf\u65b0\u52a0\u5761\u7684\u6e38\u5ba2\u8fbe\u5230113\u4e07\u4eba\u6b21\uff0c\u540c\u6bd4\u589e\u957f282.5%\u3002\u7136\u800c\uff0c\u4e0e2020\u5e741\u6708\u7684169\u4e07\u6e38\u5ba2\u76f8\u6bd4\uff0c\u5165\u5883\u4eba\u6570\u8fdc\u4f4e\u4e8e\u75ab\u60c5\u524d\u7684\u6c34\u5e73\u30022019\u5e74\u5e73\u5747\u6bcf\u6708\u6e38\u5ba2\u4eba\u6570\u8d85\u8fc7150\u4e07\u3002\u56e0\u6b64\uff0c\u8bbf\u5ba2\u5165\u5883\u6570\u91cf\u7684\u6b63\u5e38\u5316\u4ecd\u5728\u7ee7\u7eed\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8bbf\u5ba2\u6570\u91cf\u8d8b\u52bf<\/strong>\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1879\" height=\"830\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-495.png\" alt=\"\" class=\"wp-image-27337\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-495.png 1879w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-495-300x133.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-495-1024x452.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-495-768x339.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-495-1536x678.png 1536w\" sizes=\"(max-width: 1879px) 100vw, 1879px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n     (Source: Singapore Tourism Analytics Network)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u5229\u7528\u79ef\u6781\u7684\u5b63\u8282\u6027\u3002<\/strong>\u5373\u5c06\u5230\u6765\u7684\u6691\u5047(6\u6708\u81f38\u6708)\u662f\u4e00\u5e74\u4e2d\u65c5\u6e38\u65fa\u5b63\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u8fd9\u4e2a\u6691\u5047\u662f\u4e2d\u56fd\u5168\u9762\u5f00\u653e\u540e\u7684\u7b2c\u4e00\u4e2a\u6691\u5047\u3002\u9884\u8ba1\u4f1a\u6709\u66f4\u591a\u7684\u4e2d\u56fd\u6e38\u5ba2\uff0c\u56e0\u4e3a\u65b0\u52a0\u5761\u662f\u5bb6\u5ead\u51fa\u56fd\u65c5\u6e38\u7684\u6700\u4f73\u5730\u70b9\u3002\n  <\/li><li><strong>\u822a\u7a7a\u71c3\u6cb9\u4ef7\u683c\u5448\u4e0b\u964d\u8d8b\u52bf\u3002<\/strong>\u7531\u4e8e\u62c5\u5fc3\u4e16\u754c\u7ecf\u6d4e\u589e\u957f\u653e\u7f13\u548c\u7ecf\u6d4e\u8870\u9000\uff0c\u56fd\u9645\u6cb9\u4ef7\u4ece2022\u5e74\u4e2d\u671f\u5f00\u59cb\u5448\u73b0\u4e0b\u964d\u8d8b\u52bf\u3002\u56e0\u6b64\uff0c\u539f\u6cb9\u884d\u751f\u54c1\u4ef7\u683c\u4e0b\u8dcc\uff0c\u822a\u7a7a\u516c\u53f8\u7684\u90e8\u5206\u8fd0\u8425\u6210\u672c\u4e0b\u964d\uff0c\u4ece\u800c\u53d7\u76ca\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u822a\u7a7a\u71c3\u6cb9\u4ef7\u683c\u8d70\u52bf<\/strong>\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"952\" height=\"430\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-496.png\" alt=\"\" class=\"wp-image-27338\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-496.png 952w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-496-300x136.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-496-768x347.png 768w\" sizes=\"(max-width: 952px) 100vw, 952px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n   (Source: IATA, S&P Global)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>23\u8d22\u5e74\u5229\u6da6\u521b\u5386\u53f2\u65b0\u9ad8\u3002<\/strong>\u7531\u4e8e\u9884\u8ba2\u91cf\u98d9\u5347\uff0c\u65b0\u822a\u548c\u9177\u822a\u90fd\u5927\u5e45\u589e\u52a0\u4e86\u822a\u73ed\u6570\u91cf\uff0c\u516c\u53f8\u8425\u6536\u540c\u6bd4\u589e\u957f\u903e\u4e00\u500d\uff0c\u4ece82\u4ebf\u65b0\u5143\u589e\u81f3151\u4ebf\u65b0\u5143\u300227\u4ebf\u65b0\u5143\u7684\u8425\u4e1a\u5229\u6da6\u5237\u65b0\u4e86\u8be5\u96c6\u56e2\u7684\u7eaa\u5f55\uff0c\u626d\u8f6c\u4e86\u8be5\u96c6\u56e2\u572822\u8d22\u5e746.1\u4ebf\u65b0\u5143\u7684\u8425\u4e1a\u4e8f\u635f\u3002\u51c0\u5229\u6da6\u4e3a21.6\u4ebf\u65b0\u5143\uff0c\u662f\u8be5\u96c6\u56e2\u81ea1947\u5e74\u6210\u7acb76\u5e74\u6765\u7684\u6700\u9ad8\u6c34\u5e73\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-497.png\" alt=\"\" class=\"wp-image-27339\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-497.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-497-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1226\" height=\"767\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-498.png\" alt=\"\" class=\"wp-image-27340\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-498.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-498-300x188.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-498-1024x641.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-498-768x480.png 768w\" sizes=\"(max-width: 1226px) 100vw, 1226px\" \/><\/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-27288-_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-499.png\" class=\"wp-image-27341\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-499.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-499-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-27288-_dpb3c6x0cxpr\"><\/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>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a3.95\uff0c\u76ee\u6807\u4ef7\uff1a4.20\uff0c\u6b62\u635f\u4ef7\uff1a3.85<\/strong>\n  <\/li><li>\n    \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\n  <\/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\n  <\/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\n  <\/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 loading=\"lazy\" decoding=\"async\" width=\"1276\" height=\"762\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-500.png\" class=\"wp-image-27342\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-500.png 1276w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-500-300x179.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-500-1024x612.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-500-768x459.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 loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-501.png\" alt=\"\" class=\"wp-image-27343\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-501.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-501-300x64.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-502.png\" alt=\"\" class=\"wp-image-27344\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-502.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-502-300x182.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-502-1024x620.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-502-768x465.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-27288-_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-503.png\" class=\"wp-image-27346\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-503.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-503-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><a id=\"post-27288-_9ctm8ukw9e4m\"><\/a><a id=\"post-27288-_amcnmqkifzvy\"><\/a><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-27288-_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-504.png\" class=\"wp-image-27347\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-504.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-504-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-27288-_rifxsdesk3jg\"><\/a><a id=\"post-27288-_cm56sld74ldw\"><\/a><strong>\u4e2d\u56fd\u79fb\u52a8 (941 HK)\uff1a\u4e2d\u56fd\u7279\u8272\u7684\u4ef7\u503c\u8bc4\u4f30\u4f53\u7cfb\u4e3b\u9898<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a59.5\uff0c\u76ee\u6807\u4ef7\uff1a65.5\uff0c\u6b62\u635f\u4ef7\uff1a56.5<\/strong>\n  <\/li><li>\n    \u4e2d\u56fd\u79fb\u52a8\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u901a\u4fe1\u53ca\u4fe1\u606f\u670d\u52a1\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u7684\u4e1a\u52a1\u5305\u62ec\u4e2a\u4eba\u5e02\u573a\u4e1a\u52a1\u3001\u5bb6\u5ead\u5e02\u573a\u4e1a\u52a1\u3001\u653f\u4f01\u5e02\u573a\u4e1a\u52a1\u548c\u65b0\u5174\u5e02\u573a\u4e1a\u52a1\u3002\u4e2a\u4eba\u5e02\u573a\u4e1a\u52a1\u4e3b\u8981\u63d0\u4f9b\u79fb\u52a8\u901a\u4fe1\u670d\u52a1\u4e0e\u4e92\u8054\u7f51\u63a5\u5165\u670d\u52a1\u3002\u5bb6\u5ead\u5e02\u573a\u4e1a\u52a1\u4e3b\u8981\u63d0\u4f9b\u5bbd\u5e26\u63a5\u5165\u670d\u52a1\u3002\u653f\u4f01\u5e02\u573a\u4e1a\u52a1\u63d0\u4f9b\u57fa\u7840\u901a\u4fe1\u670d\u52a1\uff0c\u4fe1\u606f\u5316\u5e94\u7528\u4ea7\u54c1\u548c\u6570\u636e\u3001\u4fe1\u606f\u3001\u901a\u4fe1\u3001\u6280\u672f\uff08DICT\uff09\u89e3\u51b3\u65b9\u6848\u3002\u65b0\u5174\u5e02\u573a\u4e1a\u52a1\u5305\u62ec\u56fd\u9645\u4e1a\u52a1\u3001\u6570\u5b57\u5185\u5bb9\u548c\u79fb\u52a8\u652f\u4ed8\u7b49\u65b0\u5174\u9886\u57df\u3002 \n  <\/li><li><strong>\u6df1\u5316\u56fd\u6709\u4f01\u4e1a\u6539\u9769\u3002<\/strong>\u4e2d\u56fd\u6700\u8fd1\u5ba3\u5e03\u4e86\u4e24\u9879\u4e13\u9879\u884c\u52a8\uff0c\u65e8\u5728\u63d0\u9ad8\u5e02\u573a\u4e3b\u4f53\u5bf9\u4e2d\u56fd\u56fd\u6709\u4f01\u4e1a\u6539\u9769\u7684\u53c2\u4e0e\u5ea6\u3002\u7531\u4e8e\u201c\u4e2d\u56fd\u7279\u8272\u4f30\u503c\u4f53\u7cfb\u201d\u5728\u5e02\u573a\u4e13\u5bb6\u4e2d\u8d8a\u6765\u8d8a\u53d7\u6b22\u8fce\uff0c\u4e2d\u56fd\u80a1\u5e02\u6295\u8d44\u8005\u5bf9\u5728A\u80a1\u4e0a\u5e02\u7684\u56fd\u6709\u4f01\u4e1a\u8868\u73b0\u51fa\u79ef\u6781\u7684\u503e\u5411\u3002\n  <\/li><li><strong>\u51fa\u9996\u4e2a5G\u8de8\u7f51\u8bd5\u9a8c\u4e1a\u52a1\u3002<\/strong>\u6700\u8fd1\uff0c\u4e2d\u56fd\u56db\u5927\u7535\u4fe1\u8fd0\u8425\u5546\u5ba3\u5e03\uff0c\u4ed6\u4eec\u5c06\u5171\u540c\u52aa\u529b\u63a8\u51fa\u5168\u7403\u9996\u4e2a5G\u8de8\u7f51\u6f2b\u6e38\u8bd5\u9a8c\u5546\u4e1a\u670d\u52a1\u3002\u8fd9\u9879\u670d\u52a1\u5c06\u5728\u65b0\u7586\u7ef4\u543e\u5c14\u81ea\u6cbb\u533a\u63a8\u51fa\u3002\u5b83\u5c06\u5141\u8bb8\u7528\u6237\u8bbf\u95ee\u5176\u4ed6\u7535\u4fe1\u8fd0\u8425\u5546\u76845G\u7f51\u7edc\uff0c\u5373\u4f7f\u4ed6\u4eec\u81ea\u5df1\u7684\u7f51\u7edc\u63d0\u4f9b\u5546\u5728\u8be5\u5730\u533a\u7f3a\u4e4f\u8986\u76d6\uff0c\u4e5f\u53ef\u4ee5\u7ee7\u7eed\u4f7f\u75285G\u670d\u52a1\u3002\u4e2d\u56fd\u79fb\u52a8\u6709\u9650\u516c\u53f8\u5df2\u7ecf\u5efa\u7acb\u4e86155\u4e07\u4e2a5G\u57fa\u7ad9\uff0c\u5e76\u4e3a3\u4ebf\u6237\u5bb6\u5ead\u63d0\u4f9b\u4e86\u5343\u5146\u5bbd\u5e26\u7f51\u7edc\u8986\u76d6\uff0c\u5176\u6218\u7565\u5b9a\u4f4d\u662f\u4ece5G\u8de8\u7f51\u7edc\u8bd5\u9a8c\u670d\u52a1\u63a8\u51fa\u4e2d\u83b7\u76ca\u3002\n  <\/li><li><strong>\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u8425\u4e1a\u6536\u5165\u589e\u81f32507\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f10.3%\u3002\u51c0\u5229\u6da6\u4e3a\u4eba\u6c11\u5e01281\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f9.5%\u3002EBITDA\u589e\u81f3\u4eba\u6c11\u5e0179.9\u5143\uff0c\u540c\u6bd4\u589e\u957f4.9%\u3002\u79fb\u52a8\u7528\u6237\u8fbe9.83\u4ebf\uff0c\u5176\u4e2d5G\u5957\u9910\u7528\u6237\u8fbe6.89\u4ebf\u300223\/24\u8d22\u5e74\u9884\u671f\u80a1\u606f\u7387\u5206\u522b\u4e3a7.7%\/8.5%\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-505.png\" alt=\"\" class=\"wp-image-27348\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-505.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-505-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1226\" height=\"767\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-506.png\" alt=\"\" class=\"wp-image-27349\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-506.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-506-300x188.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-506-1024x641.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-506-768x480.png 768w\" sizes=\"(max-width: 1226px) 100vw, 1226px\" \/><\/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-27288-_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-507.png\" class=\"wp-image-27350\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-507.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-507-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><a id=\"post-27288-_pj1vb28a4fyx\"><\/a><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-27288-_92k049moud2x\"><\/a><strong>\u5929\u9f50\u9502\u4e1a (9696 HK)\uff1a\u9502\u4ef7\u683c\u53cd\u5f39<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a59.5\uff0c\u76ee\u6807\u4ef7\uff1a65.5\uff0c\u6b62\u635f\u4ef7\uff1a56.5<\/strong>\n  <\/li><li>\n    \u5929\u9f50\u9502\u4e1a\u80a1\u4efd\u6709\u9650\u516c\u53f8\uff08\u539f\u540d\uff1a\u56db\u5ddd\u5929\u9f50\u9502\u4e1a\u80a1\u4efd\u6709\u9650\u516c\u53f8\uff09\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u9502\u7cfb\u5217\u4ea7\u54c1\u7814\u53d1\u3001\u751f\u4ea7\u548c\u9500\u552e\u4e1a\u52a1\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u7684\u4ea7\u54c1\u5305\u62ec\u4e24\u5927\u7c7b\uff0c\u9502\u7cbe\u77ff\u4ea7\u54c1\u548c\u9502\u5316\u5408\u7269\u53ca\u884d\u751f\u7269\u4ea7\u54c1\u3002\u9502\u7cbe\u77ff\u4ea7\u54c1\u5305\u62ec\u5316\u5b66\u7ea7\u548c\u6280\u672f\u7ea7\u9502\u7cbe\u77ff\u3002\u9502\u5316\u5408\u7269\u53ca\u884d\u751f\u7269\u4ea7\u54c1\u5305\u62ec\u78b3\u9178\u9502\u3001\u6c22\u6c27\u5316\u9502\u3001\u6c2f\u5316\u9502\u53ca\u91d1\u5c5e\u9502\u3002\u8be5\u516c\u53f8\u7684\u4ea7\u54c1\u5e7f\u6cdb\u5e94\u7528\u4e8e\u591a\u4e2a\u7ec8\u7aef\u5e02\u573a\uff0c\u4e3b\u8981\u5305\u62ec\u7535\u52a8\u6c7d\u8f66\u3001\u50a8\u80fd\u7cfb\u7edf\u3001\u822a\u7a7a\u8fd0\u8f93\u3001\u9676\u74f7\u548c\u73bb\u7483\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u5728\u4e2d\u56fd\u56fd\u5185\u548c\u6d77\u5916\u5e02\u573a\u5f00\u5c55\u4e1a\u52a1\u3002\n  <\/li><li><strong>\u589e\u52a0\u9502\u7684\u63d0\u53d6\u3002<\/strong>\u636e\u745e\u58eb\u94f6\u884c\u79f0\uff0c\u5230\u672c\u4e16\u7eaa20\u5e74\u4ee3\u4e2d\u671f\uff0c\u4e2d\u56fd\u7684\u9502\u4f9b\u5e94\u91cf\u9884\u8ba1\u5c06\u5360\u5168\u7403\u9502\u4f9b\u5e94\u91cf\u7684\u8fd1\u4e09\u5206\u4e4b\u4e00\uff0c\u5176\u4ea7\u91cf\u5c06\u5927\u5e45\u589e\u52a0\u3002\u4e2d\u56fd\u63a7\u5236\u7684\u7a00\u571f\u77ff(\u5305\u62ec\u5728\u975e\u6d32\u7684\u9879\u76ee)\u9884\u8ba1\u52302025\u5e74\u5c06\u628a\u4ea7\u91cf\u63d0\u9ad8\u523070.5\u4e07\u5428\uff0c\u8fd9\u5c06\u4f7f\u4e2d\u56fd\u5728\u5168\u7403\u7a00\u571f\u4f9b\u5e94\u4e2d\u6240\u5360\u7684\u4efd\u989d\u5347\u81f332%\u3002\u7a00\u571f\u662f\u7535\u52a8\u6c7d\u8f66\u7535\u6c60\u7684\u91cd\u8981\u539f\u6599\u3002\u8fd9\u573a\u4e89\u593a\u9502\u8d44\u6e90\u7684\u7ade\u8d5b\u662f\u7531\u7f8e\u56fd\u7b49\u56fd\u5bb6\u63a8\u52a8\u7684\uff0c\u5728\u5168\u7403\u4ece\u5316\u77f3\u71c3\u6599\u8f6c\u578b\u7684\u80cc\u666f\u4e0b\uff0c\u8fd9\u4e9b\u56fd\u5bb6\u4f18\u5148\u8003\u8651\u83b7\u5f97\u7535\u6c60\u751f\u4ea7\u6750\u6599\uff0c\u800c\u4e2d\u56fd\u4f5c\u4e3a\u5168\u7403\u6700\u5927\u7684\u65b0\u80fd\u6e90\u6c7d\u8f66\u5e02\u573a\uff0c\u5bf9\u9502\u7684\u9700\u6c42\u5c24\u5176\u9ad8\u3002\n  <\/li><li><strong>\u4e2d\u56fd\u7535\u52a8\u6c7d\u8f66\u5e02\u573a\u4efd\u989d\u4e0d\u65ad\u589e\u52a0\u3002<\/strong>\u4e2d\u56fd\u7684\u7535\u52a8\u6c7d\u8f66\u9500\u91cf\u57282022\u5e74\u51e0\u4e4e\u7ffb\u4e86\u4e00\u756a\uff0c\u540c\u6bd4\u589e\u957f87%\uff0c\u540c\u5e74\u5728\u4e2d\u56fd\u9500\u552e\u7684\u6c7d\u8f66\u4e2d\u6709\u56db\u5206\u4e4b\u4e00\u662f\u7535\u52a8\u6c7d\u8f66\uff0c\u6bd4\u4e9a\u8fea\u9886\u5148\u3002\u968f\u7740\u5de5\u5382\u6d3b\u52a8\u7684\u6062\u590d\uff0c\u7535\u52a8\u6c7d\u8f66\u548c\u9502\u7535\u6c60\u7684\u751f\u4ea7\u5c06\u4ee5\u66f4\u9ad8\u7684\u4ea7\u80fd\u7ee7\u7eed\u4e0b\u53bb\u3002\u9884\u8ba1\u52302023\u5e74\uff0c\u4e2d\u56fd\u7684\u7535\u52a8\u6c7d\u8f66\u9500\u91cf\u5c06\u8d85\u8fc7800\u4e07\u8f86\u3002\u8fd9\u5c06\u589e\u52a0\u5bf9\u9502\u7684\u9700\u6c42\uff0c\u4ee5\u751f\u4ea7\u7535\u52a8\u6c7d\u8f66\u7528\u9502\u7535\u6c60\u3002\n  <\/li><li><strong>\u9502\u4ef7\u53cd\u5f39\u3002<\/strong>\u78b3\u9178\u9502\u4ef7\u683c\u7a81\u783420\u4e07\u5143\/\u5428\uff0c\u5ef6\u7eed\u4e864\u670824\u65e5\u521b\u4e0b\u768419\u4e2a\u6708\u4f4e\u70b916.55\u4e07\u5143\/\u5428\u7684\u53cd\u5f39\u52bf\u5934\uff0c\u5e02\u573a\u5bf9\u7535\u6c60\u9700\u6c42\u518d\u5ea6\u4e50\u89c2\u3002\u78b3\u9178\u9502\u7684\u590d\u82cf\u4e5f\u53d7\u5230\u7535\u6c60\u5e93\u5b58\u5b63\u8282\u6027\u8865\u5145\u7684\u63a8\u52a8\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4e2d\u56fd\u78b3\u9178\u9502\u4ef7\u683c\u6307\u6570(\u4eba\u6c11\u5e01\/\u5428)<\/strong>\n<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"1226\" height=\"782\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-508.png\" class=\"wp-image-27351\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-508.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-508-300x191.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-508-1024x653.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-508-768x490.png 768w\" sizes=\"(max-width: 1226px) 100vw, 1226px\" \/><\/strong>\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u6536\u5165\u589e\u81f3114.5\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f117.8%\u3002\u51c0\u5229\u6da648.8\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f46.49%\u3002\u51c0\u5229\u6da6\u7387\u964d\u81f342.6%\uff0c\u540c\u6bd4\u4e0b\u964d9\u4e2a\u767e\u5206\u70b9\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-509.png\" alt=\"\" class=\"wp-image-27352\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-509.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-509-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1226\" height=\"767\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-510.png\" alt=\"\" class=\"wp-image-27353\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-510.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-510-300x188.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-510-1024x641.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-510-768x480.png 768w\" sizes=\"(max-width: 1226px) 100vw, 1226px\" \/><\/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-511.png\" alt=\"\" class=\"wp-image-27354\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-511.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-511-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-27288-_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-512.png\" class=\"wp-image-27355\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-512.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-512-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-512-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Netflix Inc. (NFLX US)<\/strong><strong>\uff1a\u53d7\u60e0\u4e8e\u65b0\u63aa\u65bd<\/strong><strong><\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\u4ef7\uff1a360\uff0c\u76ee\u6807\u4ef7\uff1a390\uff0c\u6b62\u635f\u4ef7\uff1a345<\/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>\u589e\u52a0\u4e86\u6765\u81ea\u7ade\u4e89\u5bf9\u624b\u7684\u5e02\u573a\u4efd\u989d\u3002<\/strong>\u6700\u8fd1\uff0c\u7f51\u98de\u516c\u53f8\u4e3a\u4e86\u5de9\u56fa\u5728\u6d41\u5a92\u4f53\u9886\u57df\u7684\u5e02\u573a\u5360\u6709\u7387\uff0c\u91c7\u53d6\u4e86\u4e00\u7cfb\u5217\u6218\u7565\u63aa\u65bd\u3002\u4f8b\u5982\uff0c\u516c\u53f8\u6700\u8fd1\u63a8\u51fa\u4e86\u6bcf\u67087\u7f8e\u5143\u7684\u5e7f\u544a\u652f\u6301\u670d\u52a1\uff0c\u8be5\u670d\u52a1\u6bcf\u6708\u5438\u5f15\u4e86\u8fd1500\u4e07\u6d3b\u8dc3\u7528\u6237\uff0c\u4f7f\u5176\u83b7\u5f97\u4e86\u65b0\u7684\u6536\u5165\u6765\u6e90\uff0c\u540c\u65f6\u4e5f\u5438\u5f15\u4e86\u66f4\u5e7f\u6cdb\u7684\u53d7\u4f17\u3002\u8fd9\u4e00\u4e3e\u63aa\u4e0d\u4ec5\u5c55\u793a\u4e86\u516c\u53f8\u7684\u9002\u5e94\u6027\u548c\u63a2\u7d22\u4e0d\u540c\u9014\u5f84\u4ee5\u4fdd\u6301\u7ade\u4e89\u4f18\u52bf\u7684\u610f\u613f\uff0c\u800c\u4e14\u8fd8\u5c06\u4f7f\u5176\u80fd\u591f\u5728\u4e0e\u5e7f\u544a\u5546\u5408\u4f5c\u5236\u4f5c\u957f\u5e7f\u544a\u5e76\u5728\u5176\u6570\u5b57\u5e73\u53f0\u4e0a\u64ad\u653e\u65f6\u4ea7\u751f\u989d\u5916\u7684\u5e7f\u544a\u6536\u5165\u3002\u56e0\u6b64\uff0c\u516c\u53f8\u7684\u5e02\u573a\u4e3b\u5bfc\u5730\u4f4d\u5c06\u7ee7\u7eed\u52a0\u5f3a\uff0c\u4f7f\u5176\u6210\u4e3a\u5bfb\u6c42\u957f\u671f\u589e\u957f\u673a\u4f1a\u7684\u6295\u8d44\u8005\u7684\u6709\u5229\u9009\u62e9\u3002<\/li><li><strong>\u5373\u5c06\u5230\u6765\u7684\u8d26\u6237\u5171\u4eab\u6253\u51fb\u3002<\/strong>\u516c\u53f8\u6b63\u51c6\u5907\u5b9e\u65bd\u53e6\u4e00\u9879\u6218\u7565\u4e3e\u63aa\uff0c\u4ee5\u89e3\u51b3\u8d26\u6237\u5171\u4eab\u95ee\u9898\u3002\u5728\u8fd9\u79cd\u65b0\u65b9\u6cd5\u4e0b\uff0c\u5171\u4eab\u5e10\u6237\u5bc6\u7801\u7684\u8ba2\u9605\u8005\u5c06\u88ab\u8981\u6c42\u4e3a\u6bcf\u589e\u52a0\u4e00\u4e2a\u8bbf\u95ee\u8be5\u5e10\u6237\u7684\u6210\u5458\u652f\u4ed8\u989d\u5916\u8d39\u7528\u3002\u8fd9\u4e00\u4e3e\u63aa\u65e8\u5728\u9f13\u52b1\u8d26\u6237\u501f\u6b3e\u4eba\u6fc0\u6d3b\u81ea\u5df1\u7684\u8ba2\u9605\uff0c\u4ed8\u8d39\u6210\u4e3a\u6b63\u5f0f\u4f1a\u5458\uff0c\u5426\u5219\u5c31\u6709\u53ef\u80fd\u5b8c\u5168\u5931\u53bb\u516c\u53f8\u7684\u8bbf\u95ee\u6743\u9650\u3002\u8003\u8651\u5230\u516c\u53f8\u622a\u81f33\u6708\u4efd\u5728\u5168\u7403\u62e5\u67092.325\u4ebf\u4ed8\u8d39\u7528\u6237\u7684\u5e9e\u5927\u7528\u6237\u7fa4\uff0c\u6211\u4eec\u9884\u8ba1\uff0c\u4e00\u65e6\u516c\u53f8\u63a8\u51fa\u8fd9\u79cd\u8d26\u6237\u5171\u4eab\u6253\u51fb\u63aa\u65bd\uff0c\u518d\u52a0\u4e0a\u5b83\u6b63\u5728\u8fdb\u884c\u7684\u5e7f\u544a\u652f\u6301\u5c42\uff0c\u4ed8\u8d39\u7528\u6237\u7684\u6570\u91cf\u53ef\u80fd\u4f1a\u589e\u52a0\u3002<\/li><li><strong>\u597d\u83b1\u575e\u7f16\u5267\u7f62\u5de5\u662f\u6284\u5e95\u7684\u597d\u673a\u4f1a\u3002<\/strong>\u597d\u83b1\u575e\u4f5c\u5bb6\u5728\u4e0e\u5305\u62ecNetflix\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\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\u4e3aNetflix\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\u4ea7\u54c1\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\u4e5f\u4f1a\u7ee7\u7eed\u5236\u4f5c\u3002<\/li><li><strong>\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\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 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"777\" height=\"166\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/image-202.png\" alt=\"\" class=\"wp-image-27387\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/image-202.png 777w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/image-202-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/image-202-768x164.png 768w\" sizes=\"(max-width: 777px) 100vw, 777px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"588\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/image-201.png\" alt=\"\" class=\"wp-image-27386\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/image-201.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/image-201-300x188.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/image-201-768x480.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><strong><\/strong>(Source: Bloomberg)<strong><\/strong><\/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-511.png\" alt=\"\" class=\"wp-image-27354\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-511.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-511-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-27288-_3smnmsfotr8t\"><\/a><strong>\u7f51\u98de\u516c\u53f8 (BA US)\uff1a\u53d7\u60e0\u4e8e\u65b0\u63aa\u65bd<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\u4ef7\uff1a335\uff0c\u76ee\u6807\u4ef7\uff1a365\uff0c\u6b62\u635f\u4ef7\uff1a320<\/strong>\n  <\/li><li>\n    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\n  <\/li><li><strong>\u589e\u52a0\u4e86\u6765\u81ea\u7ade\u4e89\u5bf9\u624b\u7684\u5e02\u573a\u4efd\u989d\u3002<\/strong>\u6700\u8fd1\uff0c\u7f51\u98de\u516c\u53f8\u4e3a\u4e86\u5de9\u56fa\u5728\u6d41\u5a92\u4f53\u9886\u57df\u7684\u5e02\u573a\u5360\u6709\u7387\uff0c\u91c7\u53d6\u4e86\u4e00\u7cfb\u5217\u6218\u7565\u63aa\u65bd\u3002\u4f8b\u5982\uff0c\u516c\u53f8\u6700\u8fd1\u63a8\u51fa\u4e86\u6bcf\u67087\u7f8e\u5143\u7684\u5e7f\u544a\u652f\u6301\u670d\u52a1\uff0c\u8be5\u670d\u52a1\u6bcf\u6708\u5438\u5f15\u4e86\u8fd1500\u4e07\u6d3b\u8dc3\u7528\u6237\uff0c\u4f7f\u5176\u83b7\u5f97\u4e86\u65b0\u7684\u6536\u5165\u6765\u6e90\uff0c\u540c\u65f6\u4e5f\u5438\u5f15\u4e86\u66f4\u5e7f\u6cdb\u7684\u53d7\u4f17\u3002\u8fd9\u4e00\u4e3e\u63aa\u4e0d\u4ec5\u5c55\u793a\u4e86\u516c\u53f8\u7684\u9002\u5e94\u6027\u548c\u63a2\u7d22\u4e0d\u540c\u9014\u5f84\u4ee5\u4fdd\u6301\u7ade\u4e89\u4f18\u52bf\u7684\u610f\u613f\uff0c\u800c\u4e14\u8fd8\u5c06\u4f7f\u5176\u80fd\u591f\u5728\u4e0e\u5e7f\u544a\u5546\u5408\u4f5c\u5236\u4f5c\u957f\u5e7f\u544a\u5e76\u5728\u5176\u6570\u5b57\u5e73\u53f0\u4e0a\u64ad\u653e\u65f6\u4ea7\u751f\u989d\u5916\u7684\u5e7f\u544a\u6536\u5165\u3002\u56e0\u6b64\uff0c\u516c\u53f8\u7684\u5e02\u573a\u4e3b\u5bfc\u5730\u4f4d\u5c06\u7ee7\u7eed\u52a0\u5f3a\uff0c\u4f7f\u5176\u6210\u4e3a\u5bfb\u6c42\u957f\u671f\u589e\u957f\u673a\u4f1a\u7684\u6295\u8d44\u8005\u7684\u6709\u5229\u9009\u62e9\u3002\n  <\/li><li><strong>\u5373\u5c06\u5230\u6765\u7684\u8d26\u6237\u5171\u4eab\u6253\u51fb\u3002<\/strong>\u516c\u53f8\u6b63\u51c6\u5907\u5b9e\u65bd\u53e6\u4e00\u9879\u6218\u7565\u4e3e\u63aa\uff0c\u4ee5\u89e3\u51b3\u8d26\u6237\u5171\u4eab\u95ee\u9898\u3002\u5728\u8fd9\u79cd\u65b0\u65b9\u6cd5\u4e0b\uff0c\u5171\u4eab\u5e10\u6237\u5bc6\u7801\u7684\u8ba2\u9605\u8005\u5c06\u88ab\u8981\u6c42\u4e3a\u6bcf\u589e\u52a0\u4e00\u4e2a\u8bbf\u95ee\u8be5\u5e10\u6237\u7684\u6210\u5458\u652f\u4ed8\u989d\u5916\u8d39\u7528\u3002\u8fd9\u4e00\u4e3e\u63aa\u65e8\u5728\u9f13\u52b1\u8d26\u6237\u501f\u6b3e\u4eba\u6fc0\u6d3b\u81ea\u5df1\u7684\u8ba2\u9605\uff0c\u4ed8\u8d39\u6210\u4e3a\u6b63\u5f0f\u4f1a\u5458\uff0c\u5426\u5219\u5c31\u6709\u53ef\u80fd\u5b8c\u5168\u5931\u53bb\u516c\u53f8\u7684\u8bbf\u95ee\u6743\u9650\u3002\u8003\u8651\u5230\u516c\u53f8\u622a\u81f33\u6708\u4efd\u5728\u5168\u7403\u62e5\u67092.325\u4ebf\u4ed8\u8d39\u7528\u6237\u7684\u5e9e\u5927\u7528\u6237\u7fa4\uff0c\u6211\u4eec\u9884\u8ba1\uff0c\u4e00\u65e6\u516c\u53f8\u63a8\u51fa\u8fd9\u79cd\u8d26\u6237\u5171\u4eab\u6253\u51fb\u63aa\u65bd\uff0c\u518d\u52a0\u4e0a\u5b83\u6b63\u5728\u8fdb\u884c\u7684\u5e7f\u544a\u652f\u6301\u5c42\uff0c\u4ed8\u8d39\u7528\u6237\u7684\u6570\u91cf\u53ef\u80fd\u4f1a\u589e\u52a0\u3002\n  <\/li><li><strong>\u597d\u83b1\u575e\u7f16\u5267\u7f62\u5de5\u662f\u6284\u5e95\u7684\u597d\u673a\u4f1a\u3002<\/strong>\u597d\u83b1\u575e\u4f5c\u5bb6\u5728\u4e0e\u5305\u62ecNetflix\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\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\u4e3aNetflix\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\u4ea7\u54c1\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\u4e5f\u4f1a\u7ee7\u7eed\u5236\u4f5c\u3002\n  <\/li><li><strong>\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\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\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-514.png\" alt=\"\" class=\"wp-image-27357\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-514.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-514-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"1226\" height=\"767\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-515.png\" class=\"wp-image-27358\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-515.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-515-300x188.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-515-1024x641.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-515-768x480.png 768w\" sizes=\"(max-width: 1226px) 100vw, 1226px\" \/><\/strong>\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-27288-_k6bubwvkl8o3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-516.png\" class=\"wp-image-27359\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-516.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-516-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-516-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-27288-_4dfylo5xnt8q\"><\/a><strong>\u6ce2\u97f3\u516c\u53f8 (BA US)\uff1a\u533a\u95f4\u4ea4\u6613<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\u4ef7\uff1a195\uff0c\u76ee\u6807\u4ef7\uff1a215\uff0c\u6b62\u635f\u4ef7\uff1a185<\/strong>\n  <\/li><li>\n    \u6ce2\u97f3\u516c\u53f8\u53ca\u5176\u5b50\u516c\u53f8\u5728\u5168\u7403\u8303\u56f4\u5185\u8bbe\u8ba1\u3001\u5f00\u53d1\u3001\u5236\u9020\u3001\u9500\u552e\u3001\u670d\u52a1\u548c\u652f\u6301\u5546\u7528\u55b7\u6c14\u5ba2\u673a\u3001\u519b\u7528\u98de\u673a\u3001\u536b\u661f\u3001\u5bfc\u5f39\u9632\u5fa1\u7cfb\u7edf\u3001\u8f7d\u4eba\u822a\u5929\u98de\u884c\u548c\u53d1\u5c04\u7cfb\u7edf\u4ee5\u53ca\u670d\u52a1\u3002\n  <\/li><li><strong>\u6700\u8fd1\u7684\u79ef\u6781\u6d88\u606f\u3002<\/strong>\u745e\u5b89\u822a\u7a7a\u8ba1\u5212\u8ba2\u8d2d\u81f3\u5c11150\u67b6\u6ce2\u97f3737-10 Max\u55b7\u6c14\u5f0f\u98de\u673a\uff0c\u5e76\u6709\u53ef\u80fd\u518d\u8ba2\u8d2d150\u67b6\u3002\u8fd9\u662f\u8fd9\u5bb6\u6b27\u6d32\u5ec9\u4ef7\u822a\u7a7a\u516c\u53f8\u6700\u5927\u7684\u8ba2\u5355\u3002\u6ce2\u97f3\u7684\u4ea4\u4ed8\u91cf\u4ece3\u6708\u4efd\u768464\u67b6\u4e0b\u964d\u52304\u6708\u4efd\u768426\u67b6\uff0c\u5176\u4e2d17\u67b6\u662f737 Max\u3002\u7136\u800c\uff0c\u8be5\u516c\u53f8\u7ef4\u6301\u4e86400-450\u67b6737 MAX\u7684\u4ea4\u4ed8\u76ee\u6807\u3002\u540c\u65f6\uff0c\u8be5\u516c\u53f8\u8ba1\u5212\u52302025\u5e74\u81f32026\u5e74\u5c06\u4ea7\u91cf\u63d0\u9ad8\u5230\u6bcf\u670850\u67b6\u3002\n  <\/li><li><strong>\u4e0d\u65ad\u6765\u81ea\u7f8e\u56fd\u56fd\u9632\u90e8\u7684\u5408\u540c\u3002<\/strong>\u8d1d\u5c14\u6ce2\u97f3\u8054\u5408\u9879\u76ee\u529e\u516c\u5ba4\u83b7\u5f97\u4e86\u4e00\u4efd4.823\u4ebf\u7f8e\u5143\u7684\u56fa\u5b9a\u4ef7\u683c\u6fc0\u52b1\u5408\u540c\uff0c\u8be5\u5408\u540c\u662f\u5bf9\u5148\u524d\u6388\u4e88\u5408\u540c\u7684\u4e0d\u786e\u5b9a\u4fee\u6539\u3002\u53e6\u5916\uff0c\u6ce2\u97f3\u83b7\u5f97\u4e86\u4e00\u4efd\u4ef7\u503c2.16\u4ebf\u7f8e\u5143\u7684\u4fee\u6539\u5408\u540c(P00013)\uff0c\u4ee5\u53d6\u4ee3\u4e4b\u524d\u6388\u4e88\u7684ID\/IQ\u5408\u540cFA8526-21-D-0001\uff0c\u4e3aC-17\u201c\u73af\u7403\u5927\u5e08\u201d\u8d77\u843d\u67b6\u5907\u4ef6\u7ba1\u7406\u670d\u52a1\u3002\n  <\/li><li><strong>\u53d7\u5176\u4ed6\u9053\u6307\u6210\u5206\u80a1\u8868\u73b0\u62d6\u7d2f\u3002<\/strong>\u6ce2\u97f3\u516c\u53f8\u7684\u80a1\u7968\u6700\u8fd1\u88ab\u629b\u552e\uff0c\u4e3b\u8981\u539f\u56e0\u662f\u9053\u743c\u65af\u5de5\u4e1a\u6307\u6570\u4e0b\u8dcc\uff0c\u91d1\u878d\u884c\u4e1a\u53d7\u5230\u91cd\u521b\u3002\u7136\u800c\uff0c\u6ce2\u97f3\u516c\u53f8\u7684\u57fa\u672c\u9762\u662f\u7a33\u5065\u4e14\u6709\u5f39\u6027\u7684\u3002\u5168\u7403\u7ecf\u6d4e\u8fdb\u5165\u540e\u75ab\u60c5\u65f6\u4ee3\uff0c\u65c5\u6e38\u4e1a\u6b63\u6b65\u5165\u6b63\u5e38\u5316\u8f68\u9053\u3002\u968f\u4e4b\u800c\u6765\u7684\u98de\u673a\u8ba2\u5355\u589e\u957f\u8868\u660e\uff0c\u6ce2\u97f3\u5df2\u7ecf\u8d70\u51fa\u56f0\u5883\u3002\n  <\/li><li><strong>\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u589e\u957f27.9%\uff0c\u8fbe\u5230179\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f3.4\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u4e8f\u635f\u4e3a1.27\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u4f4e0.22\u7f8e\u5143\u3002\u79ef\u538b\u8ba2\u5355\u603b\u989d\u4e3a4,110\u4ebf\u7f8e\u5143\uff0c\u5176\u4e2d\u5305\u62ec4500\u67b6\u5546\u7528\u98de\u673a\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-517.png\" alt=\"\" class=\"wp-image-27360\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-517.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-517-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1226\" height=\"767\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-518.png\" alt=\"\" class=\"wp-image-27361\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-518.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-518-300x188.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-518-1024x641.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-518-768x480.png 768w\" sizes=\"(max-width: 1226px) 100vw, 1226px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)<a id=\"post-27288-_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-27288-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-519.png\" class=\"wp-image-27362\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-519.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-519-300x64.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-520.png\" alt=\"\" class=\"wp-image-27363\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-520.png 829w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-520-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-520-768x96.png 768w\" sizes=\"(max-width: 829px) 100vw, 829px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-27288-_fginbsn8cd1z\"><\/a><a id=\"post-27288-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1161\" height=\"673\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-521.png\" alt=\"\" class=\"wp-image-27364\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-521.png 1161w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-521-300x174.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-521-1024x594.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-521-768x445.png 768w\" sizes=\"(max-width: 1161px) 100vw, 1161px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><p><strong>News Feed<\/strong>\n<\/p><\/td><\/tr><tr><td><p>\n  1. <a href=\"https:\/\/www.reuters.com\/markets\/us\/futures-flat-ahead-debt-ceiling-talks-data-2023-05-16\/\">Wall Street closes lower after Home Depot outlook, US retail sales<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.reuters.com\/markets\/us\/us-government-cds-spreads-decline-debt-ceiling-negotiations-progress-2023-05-16\/\">US government CDS spreads decline as debt ceiling negotiations progress<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/us-business-inventories-fall-march\">US business inventories fall in March<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.reuters.com\/markets\/currencies\/data-debt-ceiling-hoist-dollar-2023-05-17\/\">Data and debt ceiling hoist dollar<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.reuters.com\/markets\/us\/us-retail-sales-miss-expectations-core-sales-strong-2023-05-16\/\">US consumer spending appears solid early in second quarter<\/a>\n<\/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-522.png\" alt=\"\" class=\"wp-image-27365\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-522.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-522-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-27288-_qqv3rtx8nazp\"><\/a><a id=\"post-27288-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1643\" height=\"953\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-523.png\" alt=\"\" class=\"wp-image-27366\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-523.png 1643w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-523-300x174.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-523-1024x594.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-523-768x445.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-523-1536x891.png 1536w\" sizes=\"(max-width: 1643px) 100vw, 1643px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><p><strong>News Feed<\/strong>\n<\/p><\/td><\/tr><tr><td><p>\n  1. <a href=\"https:\/\/www.scmp.com\/business\/banking-finance\/article\/3220948\/alibaba-baidu-pace-hong-kong-stocks-earnings-sentiment-while-tencent-drops-after-falling-short\">Alibaba, China Life, NetEase pace Hong Kong stocks as investors hope for China policy support after weak economic data<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.chinadaily.com.cn\/a\/202305\/18\/WS646561caa310b6054fad3902.html\">Policies help stabilize home prices<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.chinadaily.com.cn\/a\/202305\/18\/WS64657b78a310b6054fad39c1.html\">Latest launch grows network for navigation<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/asia.nikkei.com\/Business\/Markets\/Commodities\/Copper-and-zinc-sink-to-fresh-lows-amid-China-economic-uncertainty\">Copper and zinc sink to fresh lows amid China economic uncertainty<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.scmp.com\/economy\/economic-indicators\/article\/3220866\/china-population-beijings-economic-growth-anxiety-show-mouthpiece-focuses-demographics-3-days\">China population: Beijing\u2019s economic growth anxiety on show as mouthpiece focuses on demographics for 3 days<\/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-524.png\" alt=\"\" class=\"wp-image-27367\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-524.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-524-300x64.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-525.png\" alt=\"\" class=\"wp-image-27368\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-525.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-525-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Add Tianqi Lithium Corp. (9696 HK) at HK$59.50. Cut loss on OCBC (OCBC SP) at S$12.15, Bumitama Agri (BAL SP) at S$0.56, Chinese Traditional Chinese Medicine (570 HK) at HK$3.95, and Barrick Hold (GOLD US) at US$18.50. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"356\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/image-203.png\" alt=\"\" class=\"wp-image-27390\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/image-203.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/image-203-300x114.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/image-203-768x291.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/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 \u65b0\u52a0\u5761\u822a\u7a7a (SIA SP)\uff1a\u7ee7\u7eed\u6062\u590d\u5230\u65b0\u51a0\u75ab\u60c5\u524d\u6c34\u5e73 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a6.05\uff0c\u76ee\u6807\u4ef7\uff1a6.55\uff0c\u6b62\u635f\u4ef7\uff1a5.85 \u65b0\u52a0\u5761\u822a\u7a7a\u96c6\u56e2\u62e5\u670920\u591a\u5bb6\u5b50\u516c\u53f8\uff0c\u6db5\u76d6\u4ece\u8d27\u8fd0\u5230\u53d1\u52a8\u673a\u7ef4\u4fee\u7b49\u4e00\u7cfb\u5217\u822a\u7a7a\u76f8\u5173\u670d\u52a1\u3002\u65d7\u4e0b\u5b50\u516c\u53f8\u8fd8\u5305\u62ec\u65b0\u822a\u5de5\u7a0b\u3001\u9177\u822a\u3001\u864e\u822a\u3001Singapore Flying College\u548cTradewinds Tours and Travel\u3002\u96c6\u56e2\u7684\u4e3b\u8981\u4e1a\u52a1\u5305\u62ec\u822a\u7a7a\u8fd0\u8f93\u3001\u5de5\u7a0b\u670d\u52a1\u548c\u5176\u4ed6\u4e0e\u822a\u7a7a\u516c\u53f8\u76f8\u5173\u7684\u4e1a\u52a1\u3002 \u8bbf\u5ba2\u4eba\u6570\u56de\u5347\u7684\u7a7a\u95f4\u4ecd\u8f83\u5927\u3002\u4eca\u5e744\u6708\uff0c\u65b0\u52a0\u5761\u5168\u9762\u5f00\u653e\u8fb9\u5883\u4e00\u5468\u5e74\u4e4b\u9645\uff0c\u5230\u8bbf\u65b0\u52a0\u5761\u7684\u6e38\u5ba2\u8fbe\u5230113\u4e07\u4eba\u6b21\uff0c\u540c\u6bd4\u589e\u957f282.5%\u3002\u7136\u800c\uff0c\u4e0e2020\u5e741\u6708\u7684169\u4e07\u6e38\u5ba2\u76f8\u6bd4\uff0c\u5165\u5883\u4eba\u6570\u8fdc\u4f4e\u4e8e\u75ab\u60c5\u524d\u7684\u6c34\u5e73\u30022019\u5e74\u5e73\u5747\u6bcf\u6708\u6e38\u5ba2\u4eba\u6570\u8d85\u8fc7150\u4e07\u3002\u56e0\u6b64\uff0c\u8bbf\u5ba2\u5165\u5883\u6570\u91cf\u7684\u6b63\u5e38\u5316\u4ecd\u5728\u7ee7\u7eed\u3002 \u8bbf\u5ba2\u6570\u91cf\u8d8b\u52bf (Source: Singapore Tourism Analytics Network) \u5229\u7528\u79ef\u6781\u7684\u5b63\u8282\u6027\u3002\u5373\u5c06\u5230\u6765\u7684\u6691\u5047(6\u6708\u81f38\u6708)\u662f\u4e00\u5e74\u4e2d\u65c5\u6e38\u65fa\u5b63\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u8fd9\u4e2a\u6691\u5047\u662f\u4e2d\u56fd\u5168\u9762\u5f00\u653e\u540e\u7684\u7b2c\u4e00\u4e2a\u6691\u5047\u3002\u9884\u8ba1\u4f1a\u6709\u66f4\u591a\u7684\u4e2d\u56fd\u6e38\u5ba2\uff0c\u56e0\u4e3a\u65b0\u52a0\u5761\u662f\u5bb6\u5ead\u51fa\u56fd\u65c5\u6e38\u7684\u6700\u4f73\u5730\u70b9\u3002 \u822a\u7a7a\u71c3\u6cb9\u4ef7\u683c\u5448\u4e0b\u964d\u8d8b\u52bf\u3002\u7531\u4e8e\u62c5\u5fc3\u4e16\u754c\u7ecf\u6d4e\u589e\u957f\u653e\u7f13\u548c\u7ecf\u6d4e\u8870\u9000\uff0c\u56fd\u9645\u6cb9\u4ef7\u4ece2022\u5e74\u4e2d\u671f\u5f00\u59cb\u5448\u73b0\u4e0b\u964d\u8d8b\u52bf\u3002\u56e0\u6b64\uff0c\u539f\u6cb9\u884d\u751f\u54c1\u4ef7\u683c\u4e0b\u8dcc\uff0c\u822a\u7a7a\u516c\u53f8\u7684\u90e8\u5206\u8fd0\u8425\u6210\u672c\u4e0b\u964d\uff0c\u4ece\u800c\u53d7\u76ca\u3002 \u822a\u7a7a\u71c3\u6cb9\u4ef7\u683c\u8d70\u52bf (Source: IATA, S&#038;P Global) 23\u8d22\u5e74\u5229\u6da6\u521b\u5386\u53f2\u65b0\u9ad8\u3002\u7531\u4e8e\u9884\u8ba2\u91cf\u98d9\u5347\uff0c\u65b0\u822a\u548c\u9177\u822a\u90fd\u5927\u5e45\u589e\u52a0\u4e86\u822a\u73ed\u6570\u91cf\uff0c\u516c\u53f8\u8425\u6536\u540c\u6bd4\u589e\u957f\u903e\u4e00\u500d\uff0c\u4ece82\u4ebf\u65b0\u5143\u589e\u81f3151\u4ebf\u65b0\u5143\u300227\u4ebf\u65b0\u5143\u7684\u8425\u4e1a\u5229\u6da6\u5237\u65b0\u4e86\u8be5\u96c6\u56e2\u7684\u7eaa\u5f55\uff0c\u626d\u8f6c\u4e86\u8be5\u96c6\u56e2\u572822\u8d22\u5e746.1\u4ebf\u65b0\u5143\u7684\u8425\u4e1a\u4e8f\u635f\u3002\u51c0\u5229\u6da6\u4e3a21.6\u4ebf\u65b0\u5143\uff0c\u662f\u8be5\u96c6\u56e2\u81ea1947\u5e74\u6210\u7acb76\u5e74\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u4e30\u76ca\u56fd\u9645 (WIL SP)\uff1a\u6cb9\u4ef7\u53cd\u5f39 \u91cd\u7533\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 \u98df\u7cd6\u671f\u8d27\u4ef7\u683c\u3002\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 \u68d5\u6988\u6cb9\u671f\u8d27\u4ef7\u683c\u3002\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 \u539f\u7cd6\uff08\u7ea2\uff09\u53ca\u7c97\u68d5\u6988\u6cb9\uff08\u68d5\uff09\u671f\u8d27\u8d70\u52bf (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) \u4e2d\u56fd\u79fb\u52a8 (941 HK)\uff1a\u4e2d\u56fd\u7279\u8272\u7684\u4ef7\u503c\u8bc4\u4f30\u4f53\u7cfb\u4e3b\u9898 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a59.5\uff0c\u76ee\u6807\u4ef7\uff1a65.5\uff0c\u6b62\u635f\u4ef7\uff1a56.5 [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":22943,"comment_status":"closed","ping_status":"open","sticky":true,"template":"","format":"standard","meta":{"_eb_attr":"","_uag_custom_page_level_css":"","footnotes":""},"categories":[13],"tags":[],"class_list":["post-27288","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-kgi-daily-trading-ideas-chinese"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.8 - aioseo.com -->\n\t<meta name=\"description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c (Source: Singapore Tourism Analytics Network) \u5229\u7528\u79ef\u6781\u7684\u5b63\u8282\u6027\u3002\u5373\u5c06\u5230\u6765\u7684\u6691\u5047(6\u6708\u81f38\u6708)\u662f\u4e00\u5e74\u4e2d\u65c5\u6e38\u65fa\u5b63\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u8fd9\u4e2a\u6691\u5047\u662f\u4e2d\u56fd\u5168\u9762\u5f00\u653e\u540e\u7684\u7b2c\u4e00\u4e2a\u6691\u5047\u3002\u9884\u8ba1\u4f1a\u6709\u66f4\u591a\u7684\u4e2d\u56fd\u6e38\u5ba2\uff0c\u56e0\u4e3a\u65b0\u52a0\u5761\u662f\u5bb6\u5ead\u51fa\u56fd\u65c5\u6e38\u7684\u6700\u4f73\u5730\u70b9\u3002 \u822a\u7a7a\u71c3\u6cb9\u4ef7\u683c\u5448\u4e0b\u964d\u8d8b\u52bf\u3002\u7531\u4e8e\u62c5\u5fc3\u4e16\u754c\u7ecf\u6d4e\u589e\u957f\u653e\u7f13\u548c\u7ecf\u6d4e\u8870\u9000\uff0c\u56fd\u9645\u6cb9\u4ef7\u4ece2022\u5e74\u4e2d\u671f\u5f00\u59cb\u5448\u73b0\u4e0b\u964d\u8d8b\u52bf\u3002\u56e0\u6b64\uff0c\u539f\u6cb9\u884d\u751f\u54c1\u4ef7\u683c\u4e0b\u8dcc\uff0c\u822a\u7a7a\u516c\u53f8\u7684\u90e8\u5206\u8fd0\u8425\u6210\u672c\u4e0b\u964d\uff0c\u4ece\u800c\u53d7\u76ca\u3002 \u822a\u7a7a\u71c3\u6cb9\u4ef7\u683c\u8d70\u52bf (Source: IATA, S&amp;P Global) 23\u8d22\u5e74\u5229\u6da6\u521b\u5386\u53f2\u65b0\u9ad8\u3002\u7531\u4e8e\u9884\u8ba2\u91cf\u98d9\u5347\uff0c\u65b0\u822a\u548c\u9177\u822a\u90fd\u5927\u5e45\u589e\u52a0\u4e86\u822a\u73ed\u6570\u91cf\uff0c\u516c\u53f8\u8425\u6536\u540c\u6bd4\u589e\u957f\u903e\u4e00\u500d\uff0c\u4ece82\u4ebf\u65b0\u5143\u589e\u81f3151\u4ebf\u65b0\u5143\u300227\u4ebf\u65b0\u5143\u7684\u8425\u4e1a\u5229\u6da6\u5237\u65b0\u4e86\u8be5\u96c6\u56e2\u7684\u7eaa\u5f55\uff0c\u626d\u8f6c\u4e86\u8be5\u96c6\u56e2\u572822\u8d22\u5e746.1\u4ebf\u65b0\u5143\u7684\u8425\u4e1a\u4e8f\u635f\u3002\u51c0\u5229\u6da6\u4e3a21.6\u4ebf\u65b0\u5143\uff0c\u662f\u8be5\u96c6\u56e2\u81ea1947\u5e74\u6210\u7acb76\u5e74\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (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) \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u6536\u5165\u589e\u81f3114.5\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f117.8%\u3002\u51c0\u5229\u6da648.8\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f46.49%\u3002\u51c0\u5229\u6da6\u7387\u964d\u81f342.6%\uff0c\u540c\u6bd4\u4e0b\u964d9\u4e2a\u767e\u5206\u70b9\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) \u7f51\u98de\u516c\u53f8 (BA US)\uff1a\u53d7\u60e0\u4e8e\u65b0\u63aa\u65bd \u4e70\u5165\u4ef7\uff1a335\uff0c\u76ee\u6807\u4ef7\uff1a365\uff0c\u6b62\u635f\u4ef7\uff1a320 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 \u589e\u52a0\u4e86\u6765\u81ea\u7ade\u4e89\u5bf9\u624b\u7684\u5e02\u573a\u4efd\u989d\u3002\u6700\u8fd1\uff0c\u7f51\u98de\u516c\u53f8\u4e3a\u4e86\u5de9\u56fa\u5728\u6d41\u5a92\u4f53\u9886\u57df\u7684\u5e02\u573a\u5360\u6709\u7387\uff0c\u91c7\u53d6\u4e86\u4e00\u7cfb\u5217\u6218\u7565\u63aa\u65bd\u3002\u4f8b\u5982\uff0c\u516c\u53f8\u6700\u8fd1\u63a8\u51fa\u4e86\u6bcf\u67087\u7f8e\u5143\u7684\u5e7f\u544a\u652f\u6301\u670d\u52a1\uff0c\u8be5\u670d\u52a1\u6bcf\u6708\u5438\u5f15\u4e86\u8fd1500\u4e07\u6d3b\u8dc3\u7528\u6237\uff0c\u4f7f\u5176\u83b7\u5f97\u4e86\u65b0\u7684\u6536\u5165\u6765\u6e90\uff0c\u540c\u65f6\u4e5f\u5438\u5f15\u4e86\u66f4\u5e7f\u6cdb\u7684\u53d7\u4f17\u3002\u8fd9\u4e00\u4e3e\u63aa\u4e0d\u4ec5\u5c55\u793a\u4e86\u516c\u53f8\u7684\u9002\u5e94\u6027\u548c\u63a2\u7d22\u4e0d\u540c\u9014\u5f84\u4ee5\u4fdd\u6301\u7ade\u4e89\u4f18\u52bf\u7684\u610f\u613f\uff0c\u800c\u4e14\u8fd8\u5c06\u4f7f\u5176\u80fd\u591f\u5728\u4e0e\u5e7f\u544a\u5546\u5408\u4f5c\u5236\u4f5c\u957f\u5e7f\u544a\u5e76\u5728\u5176\u6570\u5b57\u5e73\u53f0\u4e0a\u64ad\u653e\u65f6\u4ea7\u751f\u989d\u5916\u7684\u5e7f\u544a\u6536\u5165\u3002\u56e0\u6b64\uff0c\u516c\u53f8\u7684\u5e02\u573a\u4e3b\u5bfc\u5730\u4f4d\u5c06\u7ee7\u7eed\u52a0\u5f3a\uff0c\u4f7f\u5176\u6210\u4e3a\u5bfb\u6c42\u957f\u671f\u589e\u957f\u673a\u4f1a\u7684\u6295\u8d44\u8005\u7684\u6709\u5229\u9009\u62e9\u3002 \u5373\u5c06\u5230\u6765\u7684\u8d26\u6237\u5171\u4eab\u6253\u51fb\u3002\u516c\u53f8\u6b63\u51c6\u5907\u5b9e\u65bd\u53e6\u4e00\u9879\u6218\u7565\u4e3e\u63aa\uff0c\u4ee5\u89e3\u51b3\u8d26\u6237\u5171\u4eab\u95ee\u9898\u3002\u5728\u8fd9\u79cd\u65b0\u65b9\u6cd5\u4e0b\uff0c\u5171\u4eab\u5e10\u6237\u5bc6\u7801\u7684\u8ba2\u9605\u8005\u5c06\u88ab\u8981\u6c42\u4e3a\u6bcf\u589e\u52a0\u4e00\u4e2a\u8bbf\u95ee\u8be5\u5e10\u6237\u7684\u6210\u5458\u652f\u4ed8\u989d\u5916\u8d39\u7528\u3002\u8fd9\u4e00\u4e3e\u63aa\u65e8\u5728\u9f13\u52b1\u8d26\u6237\u501f\u6b3e\u4eba\u6fc0\u6d3b\u81ea\u5df1\u7684\u8ba2\u9605\uff0c\u4ed8\u8d39\u6210\u4e3a\u6b63\u5f0f\u4f1a\u5458\uff0c\u5426\u5219\u5c31\u6709\u53ef\u80fd\u5b8c\u5168\u5931\u53bb\u516c\u53f8\u7684\u8bbf\u95ee\u6743\u9650\u3002\u8003\u8651\u5230\u516c\u53f8\u622a\u81f33\u6708\u4efd\u5728\u5168\u7403\u62e5\u67092.325\u4ebf\u4ed8\u8d39\u7528\u6237\u7684\u5e9e\u5927\u7528\u6237\u7fa4\uff0c\u6211\u4eec\u9884\u8ba1\uff0c\u4e00\u65e6\u516c\u53f8\u63a8\u51fa\u8fd9\u79cd\u8d26\u6237\u5171\u4eab\u6253\u51fb\u63aa\u65bd\uff0c\u518d\u52a0\u4e0a\u5b83\u6b63\u5728\u8fdb\u884c\u7684\u5e7f\u544a\u652f\u6301\u5c42\uff0c\u4ed8\u8d39\u7528\u6237\u7684\u6570\u91cf\u53ef\u80fd\u4f1a\u589e\u52a0\u3002 \u597d\u83b1\u575e\u7f16\u5267\u7f62\u5de5\u662f\u6284\u5e95\u7684\u597d\u673a\u4f1a\u3002\u597d\u83b1\u575e\u4f5c\u5bb6\u5728\u4e0e\u5305\u62ecNetflix\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\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\u4e3aNetflix\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\u4ea7\u54c1\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\u4e5f\u4f1a\u7ee7\u7eed\u5236\u4f5c\u3002 \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\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) (Source: Bloomberg)\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Keith Tan\"\/>\n\t<meta name=\"keywords\" content=\"kgi daily trading ideas (chinese)\" \/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-19-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\u670819\u65e5: \u65b0\u52a0\u5761\u822a\u7a7a (SIA SP), \u4e2d\u56fd\u79fb\u52a8 (941 HK), Netflix Inc. (NFLX US) \u2022 KGI Singapore Research\" \/>\n\t\t<meta property=\"og:description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c (Source: Singapore Tourism Analytics Network) \u5229\u7528\u79ef\u6781\u7684\u5b63\u8282\u6027\u3002\u5373\u5c06\u5230\u6765\u7684\u6691\u5047(6\u6708\u81f38\u6708)\u662f\u4e00\u5e74\u4e2d\u65c5\u6e38\u65fa\u5b63\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u8fd9\u4e2a\u6691\u5047\u662f\u4e2d\u56fd\u5168\u9762\u5f00\u653e\u540e\u7684\u7b2c\u4e00\u4e2a\u6691\u5047\u3002\u9884\u8ba1\u4f1a\u6709\u66f4\u591a\u7684\u4e2d\u56fd\u6e38\u5ba2\uff0c\u56e0\u4e3a\u65b0\u52a0\u5761\u662f\u5bb6\u5ead\u51fa\u56fd\u65c5\u6e38\u7684\u6700\u4f73\u5730\u70b9\u3002 \u822a\u7a7a\u71c3\u6cb9\u4ef7\u683c\u5448\u4e0b\u964d\u8d8b\u52bf\u3002\u7531\u4e8e\u62c5\u5fc3\u4e16\u754c\u7ecf\u6d4e\u589e\u957f\u653e\u7f13\u548c\u7ecf\u6d4e\u8870\u9000\uff0c\u56fd\u9645\u6cb9\u4ef7\u4ece2022\u5e74\u4e2d\u671f\u5f00\u59cb\u5448\u73b0\u4e0b\u964d\u8d8b\u52bf\u3002\u56e0\u6b64\uff0c\u539f\u6cb9\u884d\u751f\u54c1\u4ef7\u683c\u4e0b\u8dcc\uff0c\u822a\u7a7a\u516c\u53f8\u7684\u90e8\u5206\u8fd0\u8425\u6210\u672c\u4e0b\u964d\uff0c\u4ece\u800c\u53d7\u76ca\u3002 \u822a\u7a7a\u71c3\u6cb9\u4ef7\u683c\u8d70\u52bf (Source: IATA, S&amp;P Global) 23\u8d22\u5e74\u5229\u6da6\u521b\u5386\u53f2\u65b0\u9ad8\u3002\u7531\u4e8e\u9884\u8ba2\u91cf\u98d9\u5347\uff0c\u65b0\u822a\u548c\u9177\u822a\u90fd\u5927\u5e45\u589e\u52a0\u4e86\u822a\u73ed\u6570\u91cf\uff0c\u516c\u53f8\u8425\u6536\u540c\u6bd4\u589e\u957f\u903e\u4e00\u500d\uff0c\u4ece82\u4ebf\u65b0\u5143\u589e\u81f3151\u4ebf\u65b0\u5143\u300227\u4ebf\u65b0\u5143\u7684\u8425\u4e1a\u5229\u6da6\u5237\u65b0\u4e86\u8be5\u96c6\u56e2\u7684\u7eaa\u5f55\uff0c\u626d\u8f6c\u4e86\u8be5\u96c6\u56e2\u572822\u8d22\u5e746.1\u4ebf\u65b0\u5143\u7684\u8425\u4e1a\u4e8f\u635f\u3002\u51c0\u5229\u6da6\u4e3a21.6\u4ebf\u65b0\u5143\uff0c\u662f\u8be5\u96c6\u56e2\u81ea1947\u5e74\u6210\u7acb76\u5e74\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (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) \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u6536\u5165\u589e\u81f3114.5\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f117.8%\u3002\u51c0\u5229\u6da648.8\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f46.49%\u3002\u51c0\u5229\u6da6\u7387\u964d\u81f342.6%\uff0c\u540c\u6bd4\u4e0b\u964d9\u4e2a\u767e\u5206\u70b9\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) \u7f51\u98de\u516c\u53f8 (BA US)\uff1a\u53d7\u60e0\u4e8e\u65b0\u63aa\u65bd \u4e70\u5165\u4ef7\uff1a335\uff0c\u76ee\u6807\u4ef7\uff1a365\uff0c\u6b62\u635f\u4ef7\uff1a320 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 \u589e\u52a0\u4e86\u6765\u81ea\u7ade\u4e89\u5bf9\u624b\u7684\u5e02\u573a\u4efd\u989d\u3002\u6700\u8fd1\uff0c\u7f51\u98de\u516c\u53f8\u4e3a\u4e86\u5de9\u56fa\u5728\u6d41\u5a92\u4f53\u9886\u57df\u7684\u5e02\u573a\u5360\u6709\u7387\uff0c\u91c7\u53d6\u4e86\u4e00\u7cfb\u5217\u6218\u7565\u63aa\u65bd\u3002\u4f8b\u5982\uff0c\u516c\u53f8\u6700\u8fd1\u63a8\u51fa\u4e86\u6bcf\u67087\u7f8e\u5143\u7684\u5e7f\u544a\u652f\u6301\u670d\u52a1\uff0c\u8be5\u670d\u52a1\u6bcf\u6708\u5438\u5f15\u4e86\u8fd1500\u4e07\u6d3b\u8dc3\u7528\u6237\uff0c\u4f7f\u5176\u83b7\u5f97\u4e86\u65b0\u7684\u6536\u5165\u6765\u6e90\uff0c\u540c\u65f6\u4e5f\u5438\u5f15\u4e86\u66f4\u5e7f\u6cdb\u7684\u53d7\u4f17\u3002\u8fd9\u4e00\u4e3e\u63aa\u4e0d\u4ec5\u5c55\u793a\u4e86\u516c\u53f8\u7684\u9002\u5e94\u6027\u548c\u63a2\u7d22\u4e0d\u540c\u9014\u5f84\u4ee5\u4fdd\u6301\u7ade\u4e89\u4f18\u52bf\u7684\u610f\u613f\uff0c\u800c\u4e14\u8fd8\u5c06\u4f7f\u5176\u80fd\u591f\u5728\u4e0e\u5e7f\u544a\u5546\u5408\u4f5c\u5236\u4f5c\u957f\u5e7f\u544a\u5e76\u5728\u5176\u6570\u5b57\u5e73\u53f0\u4e0a\u64ad\u653e\u65f6\u4ea7\u751f\u989d\u5916\u7684\u5e7f\u544a\u6536\u5165\u3002\u56e0\u6b64\uff0c\u516c\u53f8\u7684\u5e02\u573a\u4e3b\u5bfc\u5730\u4f4d\u5c06\u7ee7\u7eed\u52a0\u5f3a\uff0c\u4f7f\u5176\u6210\u4e3a\u5bfb\u6c42\u957f\u671f\u589e\u957f\u673a\u4f1a\u7684\u6295\u8d44\u8005\u7684\u6709\u5229\u9009\u62e9\u3002 \u5373\u5c06\u5230\u6765\u7684\u8d26\u6237\u5171\u4eab\u6253\u51fb\u3002\u516c\u53f8\u6b63\u51c6\u5907\u5b9e\u65bd\u53e6\u4e00\u9879\u6218\u7565\u4e3e\u63aa\uff0c\u4ee5\u89e3\u51b3\u8d26\u6237\u5171\u4eab\u95ee\u9898\u3002\u5728\u8fd9\u79cd\u65b0\u65b9\u6cd5\u4e0b\uff0c\u5171\u4eab\u5e10\u6237\u5bc6\u7801\u7684\u8ba2\u9605\u8005\u5c06\u88ab\u8981\u6c42\u4e3a\u6bcf\u589e\u52a0\u4e00\u4e2a\u8bbf\u95ee\u8be5\u5e10\u6237\u7684\u6210\u5458\u652f\u4ed8\u989d\u5916\u8d39\u7528\u3002\u8fd9\u4e00\u4e3e\u63aa\u65e8\u5728\u9f13\u52b1\u8d26\u6237\u501f\u6b3e\u4eba\u6fc0\u6d3b\u81ea\u5df1\u7684\u8ba2\u9605\uff0c\u4ed8\u8d39\u6210\u4e3a\u6b63\u5f0f\u4f1a\u5458\uff0c\u5426\u5219\u5c31\u6709\u53ef\u80fd\u5b8c\u5168\u5931\u53bb\u516c\u53f8\u7684\u8bbf\u95ee\u6743\u9650\u3002\u8003\u8651\u5230\u516c\u53f8\u622a\u81f33\u6708\u4efd\u5728\u5168\u7403\u62e5\u67092.325\u4ebf\u4ed8\u8d39\u7528\u6237\u7684\u5e9e\u5927\u7528\u6237\u7fa4\uff0c\u6211\u4eec\u9884\u8ba1\uff0c\u4e00\u65e6\u516c\u53f8\u63a8\u51fa\u8fd9\u79cd\u8d26\u6237\u5171\u4eab\u6253\u51fb\u63aa\u65bd\uff0c\u518d\u52a0\u4e0a\u5b83\u6b63\u5728\u8fdb\u884c\u7684\u5e7f\u544a\u652f\u6301\u5c42\uff0c\u4ed8\u8d39\u7528\u6237\u7684\u6570\u91cf\u53ef\u80fd\u4f1a\u589e\u52a0\u3002 \u597d\u83b1\u575e\u7f16\u5267\u7f62\u5de5\u662f\u6284\u5e95\u7684\u597d\u673a\u4f1a\u3002\u597d\u83b1\u575e\u4f5c\u5bb6\u5728\u4e0e\u5305\u62ecNetflix\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\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\u4e3aNetflix\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\u4ea7\u54c1\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\u4e5f\u4f1a\u7ee7\u7eed\u5236\u4f5c\u3002 \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\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) (Source: Bloomberg)\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-19-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=\"2023-05-18T23:17:00+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2023-05-19T02:33:46+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2023\u5e7405\u670819\u65e5: \u65b0\u52a0\u5761\u822a\u7a7a (SIA SP), \u4e2d\u56fd\u79fb\u52a8 (941 HK), Netflix Inc. (NFLX 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: Singapore Tourism Analytics Network) \u5229\u7528\u79ef\u6781\u7684\u5b63\u8282\u6027\u3002\u5373\u5c06\u5230\u6765\u7684\u6691\u5047(6\u6708\u81f38\u6708)\u662f\u4e00\u5e74\u4e2d\u65c5\u6e38\u65fa\u5b63\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u8fd9\u4e2a\u6691\u5047\u662f\u4e2d\u56fd\u5168\u9762\u5f00\u653e\u540e\u7684\u7b2c\u4e00\u4e2a\u6691\u5047\u3002\u9884\u8ba1\u4f1a\u6709\u66f4\u591a\u7684\u4e2d\u56fd\u6e38\u5ba2\uff0c\u56e0\u4e3a\u65b0\u52a0\u5761\u662f\u5bb6\u5ead\u51fa\u56fd\u65c5\u6e38\u7684\u6700\u4f73\u5730\u70b9\u3002 \u822a\u7a7a\u71c3\u6cb9\u4ef7\u683c\u5448\u4e0b\u964d\u8d8b\u52bf\u3002\u7531\u4e8e\u62c5\u5fc3\u4e16\u754c\u7ecf\u6d4e\u589e\u957f\u653e\u7f13\u548c\u7ecf\u6d4e\u8870\u9000\uff0c\u56fd\u9645\u6cb9\u4ef7\u4ece2022\u5e74\u4e2d\u671f\u5f00\u59cb\u5448\u73b0\u4e0b\u964d\u8d8b\u52bf\u3002\u56e0\u6b64\uff0c\u539f\u6cb9\u884d\u751f\u54c1\u4ef7\u683c\u4e0b\u8dcc\uff0c\u822a\u7a7a\u516c\u53f8\u7684\u90e8\u5206\u8fd0\u8425\u6210\u672c\u4e0b\u964d\uff0c\u4ece\u800c\u53d7\u76ca\u3002 \u822a\u7a7a\u71c3\u6cb9\u4ef7\u683c\u8d70\u52bf (Source: IATA, S&amp;P Global) 23\u8d22\u5e74\u5229\u6da6\u521b\u5386\u53f2\u65b0\u9ad8\u3002\u7531\u4e8e\u9884\u8ba2\u91cf\u98d9\u5347\uff0c\u65b0\u822a\u548c\u9177\u822a\u90fd\u5927\u5e45\u589e\u52a0\u4e86\u822a\u73ed\u6570\u91cf\uff0c\u516c\u53f8\u8425\u6536\u540c\u6bd4\u589e\u957f\u903e\u4e00\u500d\uff0c\u4ece82\u4ebf\u65b0\u5143\u589e\u81f3151\u4ebf\u65b0\u5143\u300227\u4ebf\u65b0\u5143\u7684\u8425\u4e1a\u5229\u6da6\u5237\u65b0\u4e86\u8be5\u96c6\u56e2\u7684\u7eaa\u5f55\uff0c\u626d\u8f6c\u4e86\u8be5\u96c6\u56e2\u572822\u8d22\u5e746.1\u4ebf\u65b0\u5143\u7684\u8425\u4e1a\u4e8f\u635f\u3002\u51c0\u5229\u6da6\u4e3a21.6\u4ebf\u65b0\u5143\uff0c\u662f\u8be5\u96c6\u56e2\u81ea1947\u5e74\u6210\u7acb76\u5e74\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (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) \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u6536\u5165\u589e\u81f3114.5\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f117.8%\u3002\u51c0\u5229\u6da648.8\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f46.49%\u3002\u51c0\u5229\u6da6\u7387\u964d\u81f342.6%\uff0c\u540c\u6bd4\u4e0b\u964d9\u4e2a\u767e\u5206\u70b9\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) \u7f51\u98de\u516c\u53f8 (BA US)\uff1a\u53d7\u60e0\u4e8e\u65b0\u63aa\u65bd \u4e70\u5165\u4ef7\uff1a335\uff0c\u76ee\u6807\u4ef7\uff1a365\uff0c\u6b62\u635f\u4ef7\uff1a320 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 \u589e\u52a0\u4e86\u6765\u81ea\u7ade\u4e89\u5bf9\u624b\u7684\u5e02\u573a\u4efd\u989d\u3002\u6700\u8fd1\uff0c\u7f51\u98de\u516c\u53f8\u4e3a\u4e86\u5de9\u56fa\u5728\u6d41\u5a92\u4f53\u9886\u57df\u7684\u5e02\u573a\u5360\u6709\u7387\uff0c\u91c7\u53d6\u4e86\u4e00\u7cfb\u5217\u6218\u7565\u63aa\u65bd\u3002\u4f8b\u5982\uff0c\u516c\u53f8\u6700\u8fd1\u63a8\u51fa\u4e86\u6bcf\u67087\u7f8e\u5143\u7684\u5e7f\u544a\u652f\u6301\u670d\u52a1\uff0c\u8be5\u670d\u52a1\u6bcf\u6708\u5438\u5f15\u4e86\u8fd1500\u4e07\u6d3b\u8dc3\u7528\u6237\uff0c\u4f7f\u5176\u83b7\u5f97\u4e86\u65b0\u7684\u6536\u5165\u6765\u6e90\uff0c\u540c\u65f6\u4e5f\u5438\u5f15\u4e86\u66f4\u5e7f\u6cdb\u7684\u53d7\u4f17\u3002\u8fd9\u4e00\u4e3e\u63aa\u4e0d\u4ec5\u5c55\u793a\u4e86\u516c\u53f8\u7684\u9002\u5e94\u6027\u548c\u63a2\u7d22\u4e0d\u540c\u9014\u5f84\u4ee5\u4fdd\u6301\u7ade\u4e89\u4f18\u52bf\u7684\u610f\u613f\uff0c\u800c\u4e14\u8fd8\u5c06\u4f7f\u5176\u80fd\u591f\u5728\u4e0e\u5e7f\u544a\u5546\u5408\u4f5c\u5236\u4f5c\u957f\u5e7f\u544a\u5e76\u5728\u5176\u6570\u5b57\u5e73\u53f0\u4e0a\u64ad\u653e\u65f6\u4ea7\u751f\u989d\u5916\u7684\u5e7f\u544a\u6536\u5165\u3002\u56e0\u6b64\uff0c\u516c\u53f8\u7684\u5e02\u573a\u4e3b\u5bfc\u5730\u4f4d\u5c06\u7ee7\u7eed\u52a0\u5f3a\uff0c\u4f7f\u5176\u6210\u4e3a\u5bfb\u6c42\u957f\u671f\u589e\u957f\u673a\u4f1a\u7684\u6295\u8d44\u8005\u7684\u6709\u5229\u9009\u62e9\u3002 \u5373\u5c06\u5230\u6765\u7684\u8d26\u6237\u5171\u4eab\u6253\u51fb\u3002\u516c\u53f8\u6b63\u51c6\u5907\u5b9e\u65bd\u53e6\u4e00\u9879\u6218\u7565\u4e3e\u63aa\uff0c\u4ee5\u89e3\u51b3\u8d26\u6237\u5171\u4eab\u95ee\u9898\u3002\u5728\u8fd9\u79cd\u65b0\u65b9\u6cd5\u4e0b\uff0c\u5171\u4eab\u5e10\u6237\u5bc6\u7801\u7684\u8ba2\u9605\u8005\u5c06\u88ab\u8981\u6c42\u4e3a\u6bcf\u589e\u52a0\u4e00\u4e2a\u8bbf\u95ee\u8be5\u5e10\u6237\u7684\u6210\u5458\u652f\u4ed8\u989d\u5916\u8d39\u7528\u3002\u8fd9\u4e00\u4e3e\u63aa\u65e8\u5728\u9f13\u52b1\u8d26\u6237\u501f\u6b3e\u4eba\u6fc0\u6d3b\u81ea\u5df1\u7684\u8ba2\u9605\uff0c\u4ed8\u8d39\u6210\u4e3a\u6b63\u5f0f\u4f1a\u5458\uff0c\u5426\u5219\u5c31\u6709\u53ef\u80fd\u5b8c\u5168\u5931\u53bb\u516c\u53f8\u7684\u8bbf\u95ee\u6743\u9650\u3002\u8003\u8651\u5230\u516c\u53f8\u622a\u81f33\u6708\u4efd\u5728\u5168\u7403\u62e5\u67092.325\u4ebf\u4ed8\u8d39\u7528\u6237\u7684\u5e9e\u5927\u7528\u6237\u7fa4\uff0c\u6211\u4eec\u9884\u8ba1\uff0c\u4e00\u65e6\u516c\u53f8\u63a8\u51fa\u8fd9\u79cd\u8d26\u6237\u5171\u4eab\u6253\u51fb\u63aa\u65bd\uff0c\u518d\u52a0\u4e0a\u5b83\u6b63\u5728\u8fdb\u884c\u7684\u5e7f\u544a\u652f\u6301\u5c42\uff0c\u4ed8\u8d39\u7528\u6237\u7684\u6570\u91cf\u53ef\u80fd\u4f1a\u589e\u52a0\u3002 \u597d\u83b1\u575e\u7f16\u5267\u7f62\u5de5\u662f\u6284\u5e95\u7684\u597d\u673a\u4f1a\u3002\u597d\u83b1\u575e\u4f5c\u5bb6\u5728\u4e0e\u5305\u62ecNetflix\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\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\u4e3aNetflix\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\u4ea7\u54c1\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\u4e5f\u4f1a\u7ee7\u7eed\u5236\u4f5c\u3002 \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\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) (Source: Bloomberg)\" \/>\n\t\t<meta name=\"twitter:image\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<script type=\"application\/ld+json\" class=\"aioseo-schema\">\n\t\t\t{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"BlogPosting\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-19-may-2023-zh\\\/#blogposting\",\"name\":\"2023\\u5e7405\\u670819\\u65e5: \\u65b0\\u52a0\\u5761\\u822a\\u7a7a (SIA SP), \\u4e2d\\u56fd\\u79fb\\u52a8 (941 HK), Netflix Inc. (NFLX US) \\u2022 KGI Singapore Research\",\"headline\":\"2023\\u5e7405\\u670819\\u65e5: \\u65b0\\u52a0\\u5761\\u822a\\u7a7a (SIA SP), \\u4e2d\\u56fd\\u79fb\\u52a8 (941 HK), Netflix Inc. (NFLX US)\",\"author\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/keithtan\\\/#author\"},\"publisher\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\"},\"image\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/wp-content\\\/uploads\\\/2023\\\/01\\\/Thumbnail-151.jpg?wsr\",\"width\":750,\"height\":500,\"caption\":\"Creative glowing forex chart with map on blurry background. Global business and economy concept. 3D Rendering\"},\"datePublished\":\"2023-05-19T07:17:00+08:00\",\"dateModified\":\"2023-05-19T10:33:46+08:00\",\"inLanguage\":\"en-US\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-19-may-2023-zh\\\/#webpage\"},\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-19-may-2023-zh\\\/#webpage\"},\"articleSection\":\"KGI Daily Trading Ideas (Chinese)\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-19-may-2023-zh\\\/#breadcrumblist\",\"itemListElement\":[{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research#listItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\",\"nextItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/#listItem\",\"name\":\"KGI Daily Trading Ideas (Chinese)\"}},{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/#listItem\",\"position\":2,\"name\":\"KGI Daily Trading Ideas (Chinese)\",\"item\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/\",\"nextItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-19-may-2023-zh\\\/#listItem\",\"name\":\"2023\\u5e7405\\u670819\\u65e5: \\u65b0\\u52a0\\u5761\\u822a\\u7a7a (SIA SP), \\u4e2d\\u56fd\\u79fb\\u52a8 (941 HK), Netflix Inc. (NFLX US)\"},\"previousItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research#listItem\",\"name\":\"Home\"}},{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-19-may-2023-zh\\\/#listItem\",\"position\":3,\"name\":\"2023\\u5e7405\\u670819\\u65e5: \\u65b0\\u52a0\\u5761\\u822a\\u7a7a (SIA SP), \\u4e2d\\u56fd\\u79fb\\u52a8 (941 HK), Netflix Inc. (NFLX US)\",\"previousItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/#listItem\",\"name\":\"KGI Daily Trading Ideas (Chinese)\"}}]},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\",\"name\":\"KGI Research Singapore\",\"description\":\"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/\",\"telephone\":\"+6562021188\",\"logo\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/wp-content\\\/uploads\\\/2020\\\/11\\\/cropped-Square-logo-PNG.png?wsr\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-19-may-2023-zh\\\/#organizationLogo\",\"width\":512,\"height\":512},\"image\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-19-may-2023-zh\\\/#organizationLogo\"}},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/keithtan\\\/#author\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/keithtan\\\/\",\"name\":\"Keith Tan\",\"image\":{\"@type\":\"ImageObject\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-19-may-2023-zh\\\/#authorImage\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/6e081ee53ea613f8e7be4f0607b3f5c1a3d295ee583a0f5bb51e9c300635ad2e?s=96&d=mm&r=g\",\"width\":96,\"height\":96,\"caption\":\"Keith Tan\"}},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-19-may-2023-zh\\\/#webpage\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-19-may-2023-zh\\\/\",\"name\":\"2023\\u5e7405\\u670819\\u65e5: \\u65b0\\u52a0\\u5761\\u822a\\u7a7a (SIA SP), \\u4e2d\\u56fd\\u79fb\\u52a8 (941 HK), Netflix Inc. (NFLX US) \\u2022 KGI Singapore Research\",\"description\":\"\\u65b0\\u52a0\\u5761\\u80a1\\u7968\\u63a8\\u8350 | \\u9999\\u6e2f\\u80a1\\u7968\\u63a8\\u8350 | \\u7f8e\\u80a1\\u63a8\\u8350 | \\u884c\\u4e1a\\u677f\\u5757\\u8868\\u73b0 | \\u4ea4\\u6613\\u9f99\\u864e\\u699c (Source: Singapore Tourism Analytics Network) \\u5229\\u7528\\u79ef\\u6781\\u7684\\u5b63\\u8282\\u6027\\u3002\\u5373\\u5c06\\u5230\\u6765\\u7684\\u6691\\u5047(6\\u6708\\u81f38\\u6708)\\u662f\\u4e00\\u5e74\\u4e2d\\u65c5\\u6e38\\u65fa\\u5b63\\u3002\\u4e0e\\u6b64\\u540c\\u65f6\\uff0c\\u8fd9\\u4e2a\\u6691\\u5047\\u662f\\u4e2d\\u56fd\\u5168\\u9762\\u5f00\\u653e\\u540e\\u7684\\u7b2c\\u4e00\\u4e2a\\u6691\\u5047\\u3002\\u9884\\u8ba1\\u4f1a\\u6709\\u66f4\\u591a\\u7684\\u4e2d\\u56fd\\u6e38\\u5ba2\\uff0c\\u56e0\\u4e3a\\u65b0\\u52a0\\u5761\\u662f\\u5bb6\\u5ead\\u51fa\\u56fd\\u65c5\\u6e38\\u7684\\u6700\\u4f73\\u5730\\u70b9\\u3002 \\u822a\\u7a7a\\u71c3\\u6cb9\\u4ef7\\u683c\\u5448\\u4e0b\\u964d\\u8d8b\\u52bf\\u3002\\u7531\\u4e8e\\u62c5\\u5fc3\\u4e16\\u754c\\u7ecf\\u6d4e\\u589e\\u957f\\u653e\\u7f13\\u548c\\u7ecf\\u6d4e\\u8870\\u9000\\uff0c\\u56fd\\u9645\\u6cb9\\u4ef7\\u4ece2022\\u5e74\\u4e2d\\u671f\\u5f00\\u59cb\\u5448\\u73b0\\u4e0b\\u964d\\u8d8b\\u52bf\\u3002\\u56e0\\u6b64\\uff0c\\u539f\\u6cb9\\u884d\\u751f\\u54c1\\u4ef7\\u683c\\u4e0b\\u8dcc\\uff0c\\u822a\\u7a7a\\u516c\\u53f8\\u7684\\u90e8\\u5206\\u8fd0\\u8425\\u6210\\u672c\\u4e0b\\u964d\\uff0c\\u4ece\\u800c\\u53d7\\u76ca\\u3002 \\u822a\\u7a7a\\u71c3\\u6cb9\\u4ef7\\u683c\\u8d70\\u52bf (Source: IATA, S&P Global) 23\\u8d22\\u5e74\\u5229\\u6da6\\u521b\\u5386\\u53f2\\u65b0\\u9ad8\\u3002\\u7531\\u4e8e\\u9884\\u8ba2\\u91cf\\u98d9\\u5347\\uff0c\\u65b0\\u822a\\u548c\\u9177\\u822a\\u90fd\\u5927\\u5e45\\u589e\\u52a0\\u4e86\\u822a\\u73ed\\u6570\\u91cf\\uff0c\\u516c\\u53f8\\u8425\\u6536\\u540c\\u6bd4\\u589e\\u957f\\u903e\\u4e00\\u500d\\uff0c\\u4ece82\\u4ebf\\u65b0\\u5143\\u589e\\u81f3151\\u4ebf\\u65b0\\u5143\\u300227\\u4ebf\\u65b0\\u5143\\u7684\\u8425\\u4e1a\\u5229\\u6da6\\u5237\\u65b0\\u4e86\\u8be5\\u96c6\\u56e2\\u7684\\u7eaa\\u5f55\\uff0c\\u626d\\u8f6c\\u4e86\\u8be5\\u96c6\\u56e2\\u572822\\u8d22\\u5e746.1\\u4ebf\\u65b0\\u5143\\u7684\\u8425\\u4e1a\\u4e8f\\u635f\\u3002\\u51c0\\u5229\\u6da6\\u4e3a21.6\\u4ebf\\u65b0\\u5143\\uff0c\\u662f\\u8be5\\u96c6\\u56e2\\u81ea1947\\u5e74\\u6210\\u7acb76\\u5e74\\u6765\\u7684\\u6700\\u9ad8\\u6c34\\u5e73\\u3002 \\u5e02\\u573a\\u5171\\u8bc6\\u3002 (Source: Bloomberg) (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) \\u7b2c\\u4e00\\u5b63\\u5ea6\\u4e1a\\u7ee9\\u56de\\u987e\\u3002\\u6536\\u5165\\u589e\\u81f3114.5\\u4ebf\\u5143\\uff0c\\u540c\\u6bd4\\u589e\\u957f117.8%\\u3002\\u51c0\\u5229\\u6da648.8\\u4ebf\\u5143\\uff0c\\u540c\\u6bd4\\u589e\\u957f46.49%\\u3002\\u51c0\\u5229\\u6da6\\u7387\\u964d\\u81f342.6%\\uff0c\\u540c\\u6bd4\\u4e0b\\u964d9\\u4e2a\\u767e\\u5206\\u70b9\\u3002 \\u5e02\\u573a\\u5171\\u8bc6\\u3002 (Source: Bloomberg) (Source: Bloomberg) \\u7f51\\u98de\\u516c\\u53f8 (BA US)\\uff1a\\u53d7\\u60e0\\u4e8e\\u65b0\\u63aa\\u65bd \\u4e70\\u5165\\u4ef7\\uff1a335\\uff0c\\u76ee\\u6807\\u4ef7\\uff1a365\\uff0c\\u6b62\\u635f\\u4ef7\\uff1a320 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 \\u589e\\u52a0\\u4e86\\u6765\\u81ea\\u7ade\\u4e89\\u5bf9\\u624b\\u7684\\u5e02\\u573a\\u4efd\\u989d\\u3002\\u6700\\u8fd1\\uff0c\\u7f51\\u98de\\u516c\\u53f8\\u4e3a\\u4e86\\u5de9\\u56fa\\u5728\\u6d41\\u5a92\\u4f53\\u9886\\u57df\\u7684\\u5e02\\u573a\\u5360\\u6709\\u7387\\uff0c\\u91c7\\u53d6\\u4e86\\u4e00\\u7cfb\\u5217\\u6218\\u7565\\u63aa\\u65bd\\u3002\\u4f8b\\u5982\\uff0c\\u516c\\u53f8\\u6700\\u8fd1\\u63a8\\u51fa\\u4e86\\u6bcf\\u67087\\u7f8e\\u5143\\u7684\\u5e7f\\u544a\\u652f\\u6301\\u670d\\u52a1\\uff0c\\u8be5\\u670d\\u52a1\\u6bcf\\u6708\\u5438\\u5f15\\u4e86\\u8fd1500\\u4e07\\u6d3b\\u8dc3\\u7528\\u6237\\uff0c\\u4f7f\\u5176\\u83b7\\u5f97\\u4e86\\u65b0\\u7684\\u6536\\u5165\\u6765\\u6e90\\uff0c\\u540c\\u65f6\\u4e5f\\u5438\\u5f15\\u4e86\\u66f4\\u5e7f\\u6cdb\\u7684\\u53d7\\u4f17\\u3002\\u8fd9\\u4e00\\u4e3e\\u63aa\\u4e0d\\u4ec5\\u5c55\\u793a\\u4e86\\u516c\\u53f8\\u7684\\u9002\\u5e94\\u6027\\u548c\\u63a2\\u7d22\\u4e0d\\u540c\\u9014\\u5f84\\u4ee5\\u4fdd\\u6301\\u7ade\\u4e89\\u4f18\\u52bf\\u7684\\u610f\\u613f\\uff0c\\u800c\\u4e14\\u8fd8\\u5c06\\u4f7f\\u5176\\u80fd\\u591f\\u5728\\u4e0e\\u5e7f\\u544a\\u5546\\u5408\\u4f5c\\u5236\\u4f5c\\u957f\\u5e7f\\u544a\\u5e76\\u5728\\u5176\\u6570\\u5b57\\u5e73\\u53f0\\u4e0a\\u64ad\\u653e\\u65f6\\u4ea7\\u751f\\u989d\\u5916\\u7684\\u5e7f\\u544a\\u6536\\u5165\\u3002\\u56e0\\u6b64\\uff0c\\u516c\\u53f8\\u7684\\u5e02\\u573a\\u4e3b\\u5bfc\\u5730\\u4f4d\\u5c06\\u7ee7\\u7eed\\u52a0\\u5f3a\\uff0c\\u4f7f\\u5176\\u6210\\u4e3a\\u5bfb\\u6c42\\u957f\\u671f\\u589e\\u957f\\u673a\\u4f1a\\u7684\\u6295\\u8d44\\u8005\\u7684\\u6709\\u5229\\u9009\\u62e9\\u3002 \\u5373\\u5c06\\u5230\\u6765\\u7684\\u8d26\\u6237\\u5171\\u4eab\\u6253\\u51fb\\u3002\\u516c\\u53f8\\u6b63\\u51c6\\u5907\\u5b9e\\u65bd\\u53e6\\u4e00\\u9879\\u6218\\u7565\\u4e3e\\u63aa\\uff0c\\u4ee5\\u89e3\\u51b3\\u8d26\\u6237\\u5171\\u4eab\\u95ee\\u9898\\u3002\\u5728\\u8fd9\\u79cd\\u65b0\\u65b9\\u6cd5\\u4e0b\\uff0c\\u5171\\u4eab\\u5e10\\u6237\\u5bc6\\u7801\\u7684\\u8ba2\\u9605\\u8005\\u5c06\\u88ab\\u8981\\u6c42\\u4e3a\\u6bcf\\u589e\\u52a0\\u4e00\\u4e2a\\u8bbf\\u95ee\\u8be5\\u5e10\\u6237\\u7684\\u6210\\u5458\\u652f\\u4ed8\\u989d\\u5916\\u8d39\\u7528\\u3002\\u8fd9\\u4e00\\u4e3e\\u63aa\\u65e8\\u5728\\u9f13\\u52b1\\u8d26\\u6237\\u501f\\u6b3e\\u4eba\\u6fc0\\u6d3b\\u81ea\\u5df1\\u7684\\u8ba2\\u9605\\uff0c\\u4ed8\\u8d39\\u6210\\u4e3a\\u6b63\\u5f0f\\u4f1a\\u5458\\uff0c\\u5426\\u5219\\u5c31\\u6709\\u53ef\\u80fd\\u5b8c\\u5168\\u5931\\u53bb\\u516c\\u53f8\\u7684\\u8bbf\\u95ee\\u6743\\u9650\\u3002\\u8003\\u8651\\u5230\\u516c\\u53f8\\u622a\\u81f33\\u6708\\u4efd\\u5728\\u5168\\u7403\\u62e5\\u67092.325\\u4ebf\\u4ed8\\u8d39\\u7528\\u6237\\u7684\\u5e9e\\u5927\\u7528\\u6237\\u7fa4\\uff0c\\u6211\\u4eec\\u9884\\u8ba1\\uff0c\\u4e00\\u65e6\\u516c\\u53f8\\u63a8\\u51fa\\u8fd9\\u79cd\\u8d26\\u6237\\u5171\\u4eab\\u6253\\u51fb\\u63aa\\u65bd\\uff0c\\u518d\\u52a0\\u4e0a\\u5b83\\u6b63\\u5728\\u8fdb\\u884c\\u7684\\u5e7f\\u544a\\u652f\\u6301\\u5c42\\uff0c\\u4ed8\\u8d39\\u7528\\u6237\\u7684\\u6570\\u91cf\\u53ef\\u80fd\\u4f1a\\u589e\\u52a0\\u3002 \\u597d\\u83b1\\u575e\\u7f16\\u5267\\u7f62\\u5de5\\u662f\\u6284\\u5e95\\u7684\\u597d\\u673a\\u4f1a\\u3002\\u597d\\u83b1\\u575e\\u4f5c\\u5bb6\\u5728\\u4e0e\\u5305\\u62ecNetflix\\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\\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\\u4e3aNetflix\\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\\u4ea7\\u54c1\\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\\u4e5f\\u4f1a\\u7ee7\\u7eed\\u5236\\u4f5c\\u3002 \\u7b2c\\u4e00\\u5b63\\u5ea6\\u4e1a\\u7ee9\\u56de\\u987e\\u3002\\u7b2c\\u4e00\\u5b63\\u5ea6\\u8425\\u6536\\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) (Source: Bloomberg)\",\"inLanguage\":\"en-US\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#website\"},\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-19-may-2023-zh\\\/#breadcrumblist\"},\"author\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/keithtan\\\/#author\"},\"creator\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/keithtan\\\/#author\"},\"image\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/wp-content\\\/uploads\\\/2023\\\/01\\\/Thumbnail-151.jpg?wsr\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-19-may-2023-zh\\\/#mainImage\",\"width\":750,\"height\":500,\"caption\":\"Creative glowing forex chart with map on blurry background. Global business and economy concept. 3D Rendering\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-19-may-2023-zh\\\/#mainImage\"},\"datePublished\":\"2023-05-19T07:17:00+08:00\",\"dateModified\":\"2023-05-19T10:33:46+08:00\"},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#website\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/\",\"name\":\"KGI Singapore Research\",\"description\":\"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.\",\"inLanguage\":\"en-US\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\"}}]}\n\t\t<\/script>\n\t\t<!-- All in One SEO -->\n\n","aioseo_head_json":{"title":"2023\u5e7405\u670819\u65e5: \u65b0\u52a0\u5761\u822a\u7a7a (SIA SP), \u4e2d\u56fd\u79fb\u52a8 (941 HK), Netflix Inc. (NFLX US) \u2022 KGI Singapore Research","description":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c (Source: Singapore Tourism Analytics Network) \u5229\u7528\u79ef\u6781\u7684\u5b63\u8282\u6027\u3002\u5373\u5c06\u5230\u6765\u7684\u6691\u5047(6\u6708\u81f38\u6708)\u662f\u4e00\u5e74\u4e2d\u65c5\u6e38\u65fa\u5b63\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u8fd9\u4e2a\u6691\u5047\u662f\u4e2d\u56fd\u5168\u9762\u5f00\u653e\u540e\u7684\u7b2c\u4e00\u4e2a\u6691\u5047\u3002\u9884\u8ba1\u4f1a\u6709\u66f4\u591a\u7684\u4e2d\u56fd\u6e38\u5ba2\uff0c\u56e0\u4e3a\u65b0\u52a0\u5761\u662f\u5bb6\u5ead\u51fa\u56fd\u65c5\u6e38\u7684\u6700\u4f73\u5730\u70b9\u3002 \u822a\u7a7a\u71c3\u6cb9\u4ef7\u683c\u5448\u4e0b\u964d\u8d8b\u52bf\u3002\u7531\u4e8e\u62c5\u5fc3\u4e16\u754c\u7ecf\u6d4e\u589e\u957f\u653e\u7f13\u548c\u7ecf\u6d4e\u8870\u9000\uff0c\u56fd\u9645\u6cb9\u4ef7\u4ece2022\u5e74\u4e2d\u671f\u5f00\u59cb\u5448\u73b0\u4e0b\u964d\u8d8b\u52bf\u3002\u56e0\u6b64\uff0c\u539f\u6cb9\u884d\u751f\u54c1\u4ef7\u683c\u4e0b\u8dcc\uff0c\u822a\u7a7a\u516c\u53f8\u7684\u90e8\u5206\u8fd0\u8425\u6210\u672c\u4e0b\u964d\uff0c\u4ece\u800c\u53d7\u76ca\u3002 \u822a\u7a7a\u71c3\u6cb9\u4ef7\u683c\u8d70\u52bf (Source: IATA, S&P Global) 23\u8d22\u5e74\u5229\u6da6\u521b\u5386\u53f2\u65b0\u9ad8\u3002\u7531\u4e8e\u9884\u8ba2\u91cf\u98d9\u5347\uff0c\u65b0\u822a\u548c\u9177\u822a\u90fd\u5927\u5e45\u589e\u52a0\u4e86\u822a\u73ed\u6570\u91cf\uff0c\u516c\u53f8\u8425\u6536\u540c\u6bd4\u589e\u957f\u903e\u4e00\u500d\uff0c\u4ece82\u4ebf\u65b0\u5143\u589e\u81f3151\u4ebf\u65b0\u5143\u300227\u4ebf\u65b0\u5143\u7684\u8425\u4e1a\u5229\u6da6\u5237\u65b0\u4e86\u8be5\u96c6\u56e2\u7684\u7eaa\u5f55\uff0c\u626d\u8f6c\u4e86\u8be5\u96c6\u56e2\u572822\u8d22\u5e746.1\u4ebf\u65b0\u5143\u7684\u8425\u4e1a\u4e8f\u635f\u3002\u51c0\u5229\u6da6\u4e3a21.6\u4ebf\u65b0\u5143\uff0c\u662f\u8be5\u96c6\u56e2\u81ea1947\u5e74\u6210\u7acb76\u5e74\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (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) \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u6536\u5165\u589e\u81f3114.5\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f117.8%\u3002\u51c0\u5229\u6da648.8\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f46.49%\u3002\u51c0\u5229\u6da6\u7387\u964d\u81f342.6%\uff0c\u540c\u6bd4\u4e0b\u964d9\u4e2a\u767e\u5206\u70b9\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) \u7f51\u98de\u516c\u53f8 (BA US)\uff1a\u53d7\u60e0\u4e8e\u65b0\u63aa\u65bd \u4e70\u5165\u4ef7\uff1a335\uff0c\u76ee\u6807\u4ef7\uff1a365\uff0c\u6b62\u635f\u4ef7\uff1a320 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 \u589e\u52a0\u4e86\u6765\u81ea\u7ade\u4e89\u5bf9\u624b\u7684\u5e02\u573a\u4efd\u989d\u3002\u6700\u8fd1\uff0c\u7f51\u98de\u516c\u53f8\u4e3a\u4e86\u5de9\u56fa\u5728\u6d41\u5a92\u4f53\u9886\u57df\u7684\u5e02\u573a\u5360\u6709\u7387\uff0c\u91c7\u53d6\u4e86\u4e00\u7cfb\u5217\u6218\u7565\u63aa\u65bd\u3002\u4f8b\u5982\uff0c\u516c\u53f8\u6700\u8fd1\u63a8\u51fa\u4e86\u6bcf\u67087\u7f8e\u5143\u7684\u5e7f\u544a\u652f\u6301\u670d\u52a1\uff0c\u8be5\u670d\u52a1\u6bcf\u6708\u5438\u5f15\u4e86\u8fd1500\u4e07\u6d3b\u8dc3\u7528\u6237\uff0c\u4f7f\u5176\u83b7\u5f97\u4e86\u65b0\u7684\u6536\u5165\u6765\u6e90\uff0c\u540c\u65f6\u4e5f\u5438\u5f15\u4e86\u66f4\u5e7f\u6cdb\u7684\u53d7\u4f17\u3002\u8fd9\u4e00\u4e3e\u63aa\u4e0d\u4ec5\u5c55\u793a\u4e86\u516c\u53f8\u7684\u9002\u5e94\u6027\u548c\u63a2\u7d22\u4e0d\u540c\u9014\u5f84\u4ee5\u4fdd\u6301\u7ade\u4e89\u4f18\u52bf\u7684\u610f\u613f\uff0c\u800c\u4e14\u8fd8\u5c06\u4f7f\u5176\u80fd\u591f\u5728\u4e0e\u5e7f\u544a\u5546\u5408\u4f5c\u5236\u4f5c\u957f\u5e7f\u544a\u5e76\u5728\u5176\u6570\u5b57\u5e73\u53f0\u4e0a\u64ad\u653e\u65f6\u4ea7\u751f\u989d\u5916\u7684\u5e7f\u544a\u6536\u5165\u3002\u56e0\u6b64\uff0c\u516c\u53f8\u7684\u5e02\u573a\u4e3b\u5bfc\u5730\u4f4d\u5c06\u7ee7\u7eed\u52a0\u5f3a\uff0c\u4f7f\u5176\u6210\u4e3a\u5bfb\u6c42\u957f\u671f\u589e\u957f\u673a\u4f1a\u7684\u6295\u8d44\u8005\u7684\u6709\u5229\u9009\u62e9\u3002 \u5373\u5c06\u5230\u6765\u7684\u8d26\u6237\u5171\u4eab\u6253\u51fb\u3002\u516c\u53f8\u6b63\u51c6\u5907\u5b9e\u65bd\u53e6\u4e00\u9879\u6218\u7565\u4e3e\u63aa\uff0c\u4ee5\u89e3\u51b3\u8d26\u6237\u5171\u4eab\u95ee\u9898\u3002\u5728\u8fd9\u79cd\u65b0\u65b9\u6cd5\u4e0b\uff0c\u5171\u4eab\u5e10\u6237\u5bc6\u7801\u7684\u8ba2\u9605\u8005\u5c06\u88ab\u8981\u6c42\u4e3a\u6bcf\u589e\u52a0\u4e00\u4e2a\u8bbf\u95ee\u8be5\u5e10\u6237\u7684\u6210\u5458\u652f\u4ed8\u989d\u5916\u8d39\u7528\u3002\u8fd9\u4e00\u4e3e\u63aa\u65e8\u5728\u9f13\u52b1\u8d26\u6237\u501f\u6b3e\u4eba\u6fc0\u6d3b\u81ea\u5df1\u7684\u8ba2\u9605\uff0c\u4ed8\u8d39\u6210\u4e3a\u6b63\u5f0f\u4f1a\u5458\uff0c\u5426\u5219\u5c31\u6709\u53ef\u80fd\u5b8c\u5168\u5931\u53bb\u516c\u53f8\u7684\u8bbf\u95ee\u6743\u9650\u3002\u8003\u8651\u5230\u516c\u53f8\u622a\u81f33\u6708\u4efd\u5728\u5168\u7403\u62e5\u67092.325\u4ebf\u4ed8\u8d39\u7528\u6237\u7684\u5e9e\u5927\u7528\u6237\u7fa4\uff0c\u6211\u4eec\u9884\u8ba1\uff0c\u4e00\u65e6\u516c\u53f8\u63a8\u51fa\u8fd9\u79cd\u8d26\u6237\u5171\u4eab\u6253\u51fb\u63aa\u65bd\uff0c\u518d\u52a0\u4e0a\u5b83\u6b63\u5728\u8fdb\u884c\u7684\u5e7f\u544a\u652f\u6301\u5c42\uff0c\u4ed8\u8d39\u7528\u6237\u7684\u6570\u91cf\u53ef\u80fd\u4f1a\u589e\u52a0\u3002 \u597d\u83b1\u575e\u7f16\u5267\u7f62\u5de5\u662f\u6284\u5e95\u7684\u597d\u673a\u4f1a\u3002\u597d\u83b1\u575e\u4f5c\u5bb6\u5728\u4e0e\u5305\u62ecNetflix\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\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\u4e3aNetflix\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\u4ea7\u54c1\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\u4e5f\u4f1a\u7ee7\u7eed\u5236\u4f5c\u3002 \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\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) (Source: Bloomberg)","canonical_url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-19-may-2023-zh\/","robots":"max-image-preview:large","keywords":"kgi daily trading ideas (chinese)","webmasterTools":{"miscellaneous":""},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"BlogPosting","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-19-may-2023-zh\/#blogposting","name":"2023\u5e7405\u670819\u65e5: \u65b0\u52a0\u5761\u822a\u7a7a (SIA SP), \u4e2d\u56fd\u79fb\u52a8 (941 HK), Netflix Inc. (NFLX US) \u2022 KGI Singapore Research","headline":"2023\u5e7405\u670819\u65e5: \u65b0\u52a0\u5761\u822a\u7a7a (SIA SP), \u4e2d\u56fd\u79fb\u52a8 (941 HK), Netflix Inc. (NFLX US)","author":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/#author"},"publisher":{"@id":"https:\/\/www.kgieworld.sg\/research\/#organization"},"image":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/01\/Thumbnail-151.jpg?wsr","width":750,"height":500,"caption":"Creative glowing forex chart with map on blurry background. Global business and economy concept. 3D Rendering"},"datePublished":"2023-05-19T07:17:00+08:00","dateModified":"2023-05-19T10:33:46+08:00","inLanguage":"en-US","mainEntityOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-19-may-2023-zh\/#webpage"},"isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-19-may-2023-zh\/#webpage"},"articleSection":"KGI Daily Trading Ideas (Chinese)"},{"@type":"BreadcrumbList","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-19-may-2023-zh\/#breadcrumblist","itemListElement":[{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research#listItem","position":1,"name":"Home","item":"https:\/\/www.kgieworld.sg\/research","nextItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/#listItem","name":"KGI Daily Trading Ideas (Chinese)"}},{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/#listItem","position":2,"name":"KGI Daily Trading Ideas (Chinese)","item":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/","nextItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-19-may-2023-zh\/#listItem","name":"2023\u5e7405\u670819\u65e5: \u65b0\u52a0\u5761\u822a\u7a7a (SIA SP), \u4e2d\u56fd\u79fb\u52a8 (941 HK), Netflix Inc. (NFLX US)"},"previousItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research#listItem","name":"Home"}},{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-19-may-2023-zh\/#listItem","position":3,"name":"2023\u5e7405\u670819\u65e5: \u65b0\u52a0\u5761\u822a\u7a7a (SIA SP), \u4e2d\u56fd\u79fb\u52a8 (941 HK), Netflix Inc. (NFLX US)","previousItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/#listItem","name":"KGI Daily Trading Ideas (Chinese)"}}]},{"@type":"Organization","@id":"https:\/\/www.kgieworld.sg\/research\/#organization","name":"KGI Research Singapore","description":"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","url":"https:\/\/www.kgieworld.sg\/research\/","telephone":"+6562021188","logo":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2020\/11\/cropped-Square-logo-PNG.png?wsr","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-19-may-2023-zh\/#organizationLogo","width":512,"height":512},"image":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-19-may-2023-zh\/#organizationLogo"}},{"@type":"Person","@id":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/#author","url":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/","name":"Keith Tan","image":{"@type":"ImageObject","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-19-may-2023-zh\/#authorImage","url":"https:\/\/secure.gravatar.com\/avatar\/6e081ee53ea613f8e7be4f0607b3f5c1a3d295ee583a0f5bb51e9c300635ad2e?s=96&d=mm&r=g","width":96,"height":96,"caption":"Keith Tan"}},{"@type":"WebPage","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-19-may-2023-zh\/#webpage","url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-19-may-2023-zh\/","name":"2023\u5e7405\u670819\u65e5: \u65b0\u52a0\u5761\u822a\u7a7a (SIA SP), \u4e2d\u56fd\u79fb\u52a8 (941 HK), Netflix Inc. (NFLX US) \u2022 KGI Singapore Research","description":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c (Source: Singapore Tourism Analytics Network) \u5229\u7528\u79ef\u6781\u7684\u5b63\u8282\u6027\u3002\u5373\u5c06\u5230\u6765\u7684\u6691\u5047(6\u6708\u81f38\u6708)\u662f\u4e00\u5e74\u4e2d\u65c5\u6e38\u65fa\u5b63\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u8fd9\u4e2a\u6691\u5047\u662f\u4e2d\u56fd\u5168\u9762\u5f00\u653e\u540e\u7684\u7b2c\u4e00\u4e2a\u6691\u5047\u3002\u9884\u8ba1\u4f1a\u6709\u66f4\u591a\u7684\u4e2d\u56fd\u6e38\u5ba2\uff0c\u56e0\u4e3a\u65b0\u52a0\u5761\u662f\u5bb6\u5ead\u51fa\u56fd\u65c5\u6e38\u7684\u6700\u4f73\u5730\u70b9\u3002 \u822a\u7a7a\u71c3\u6cb9\u4ef7\u683c\u5448\u4e0b\u964d\u8d8b\u52bf\u3002\u7531\u4e8e\u62c5\u5fc3\u4e16\u754c\u7ecf\u6d4e\u589e\u957f\u653e\u7f13\u548c\u7ecf\u6d4e\u8870\u9000\uff0c\u56fd\u9645\u6cb9\u4ef7\u4ece2022\u5e74\u4e2d\u671f\u5f00\u59cb\u5448\u73b0\u4e0b\u964d\u8d8b\u52bf\u3002\u56e0\u6b64\uff0c\u539f\u6cb9\u884d\u751f\u54c1\u4ef7\u683c\u4e0b\u8dcc\uff0c\u822a\u7a7a\u516c\u53f8\u7684\u90e8\u5206\u8fd0\u8425\u6210\u672c\u4e0b\u964d\uff0c\u4ece\u800c\u53d7\u76ca\u3002 \u822a\u7a7a\u71c3\u6cb9\u4ef7\u683c\u8d70\u52bf (Source: IATA, S&P Global) 23\u8d22\u5e74\u5229\u6da6\u521b\u5386\u53f2\u65b0\u9ad8\u3002\u7531\u4e8e\u9884\u8ba2\u91cf\u98d9\u5347\uff0c\u65b0\u822a\u548c\u9177\u822a\u90fd\u5927\u5e45\u589e\u52a0\u4e86\u822a\u73ed\u6570\u91cf\uff0c\u516c\u53f8\u8425\u6536\u540c\u6bd4\u589e\u957f\u903e\u4e00\u500d\uff0c\u4ece82\u4ebf\u65b0\u5143\u589e\u81f3151\u4ebf\u65b0\u5143\u300227\u4ebf\u65b0\u5143\u7684\u8425\u4e1a\u5229\u6da6\u5237\u65b0\u4e86\u8be5\u96c6\u56e2\u7684\u7eaa\u5f55\uff0c\u626d\u8f6c\u4e86\u8be5\u96c6\u56e2\u572822\u8d22\u5e746.1\u4ebf\u65b0\u5143\u7684\u8425\u4e1a\u4e8f\u635f\u3002\u51c0\u5229\u6da6\u4e3a21.6\u4ebf\u65b0\u5143\uff0c\u662f\u8be5\u96c6\u56e2\u81ea1947\u5e74\u6210\u7acb76\u5e74\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (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) \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u6536\u5165\u589e\u81f3114.5\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f117.8%\u3002\u51c0\u5229\u6da648.8\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f46.49%\u3002\u51c0\u5229\u6da6\u7387\u964d\u81f342.6%\uff0c\u540c\u6bd4\u4e0b\u964d9\u4e2a\u767e\u5206\u70b9\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) \u7f51\u98de\u516c\u53f8 (BA US)\uff1a\u53d7\u60e0\u4e8e\u65b0\u63aa\u65bd \u4e70\u5165\u4ef7\uff1a335\uff0c\u76ee\u6807\u4ef7\uff1a365\uff0c\u6b62\u635f\u4ef7\uff1a320 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 \u589e\u52a0\u4e86\u6765\u81ea\u7ade\u4e89\u5bf9\u624b\u7684\u5e02\u573a\u4efd\u989d\u3002\u6700\u8fd1\uff0c\u7f51\u98de\u516c\u53f8\u4e3a\u4e86\u5de9\u56fa\u5728\u6d41\u5a92\u4f53\u9886\u57df\u7684\u5e02\u573a\u5360\u6709\u7387\uff0c\u91c7\u53d6\u4e86\u4e00\u7cfb\u5217\u6218\u7565\u63aa\u65bd\u3002\u4f8b\u5982\uff0c\u516c\u53f8\u6700\u8fd1\u63a8\u51fa\u4e86\u6bcf\u67087\u7f8e\u5143\u7684\u5e7f\u544a\u652f\u6301\u670d\u52a1\uff0c\u8be5\u670d\u52a1\u6bcf\u6708\u5438\u5f15\u4e86\u8fd1500\u4e07\u6d3b\u8dc3\u7528\u6237\uff0c\u4f7f\u5176\u83b7\u5f97\u4e86\u65b0\u7684\u6536\u5165\u6765\u6e90\uff0c\u540c\u65f6\u4e5f\u5438\u5f15\u4e86\u66f4\u5e7f\u6cdb\u7684\u53d7\u4f17\u3002\u8fd9\u4e00\u4e3e\u63aa\u4e0d\u4ec5\u5c55\u793a\u4e86\u516c\u53f8\u7684\u9002\u5e94\u6027\u548c\u63a2\u7d22\u4e0d\u540c\u9014\u5f84\u4ee5\u4fdd\u6301\u7ade\u4e89\u4f18\u52bf\u7684\u610f\u613f\uff0c\u800c\u4e14\u8fd8\u5c06\u4f7f\u5176\u80fd\u591f\u5728\u4e0e\u5e7f\u544a\u5546\u5408\u4f5c\u5236\u4f5c\u957f\u5e7f\u544a\u5e76\u5728\u5176\u6570\u5b57\u5e73\u53f0\u4e0a\u64ad\u653e\u65f6\u4ea7\u751f\u989d\u5916\u7684\u5e7f\u544a\u6536\u5165\u3002\u56e0\u6b64\uff0c\u516c\u53f8\u7684\u5e02\u573a\u4e3b\u5bfc\u5730\u4f4d\u5c06\u7ee7\u7eed\u52a0\u5f3a\uff0c\u4f7f\u5176\u6210\u4e3a\u5bfb\u6c42\u957f\u671f\u589e\u957f\u673a\u4f1a\u7684\u6295\u8d44\u8005\u7684\u6709\u5229\u9009\u62e9\u3002 \u5373\u5c06\u5230\u6765\u7684\u8d26\u6237\u5171\u4eab\u6253\u51fb\u3002\u516c\u53f8\u6b63\u51c6\u5907\u5b9e\u65bd\u53e6\u4e00\u9879\u6218\u7565\u4e3e\u63aa\uff0c\u4ee5\u89e3\u51b3\u8d26\u6237\u5171\u4eab\u95ee\u9898\u3002\u5728\u8fd9\u79cd\u65b0\u65b9\u6cd5\u4e0b\uff0c\u5171\u4eab\u5e10\u6237\u5bc6\u7801\u7684\u8ba2\u9605\u8005\u5c06\u88ab\u8981\u6c42\u4e3a\u6bcf\u589e\u52a0\u4e00\u4e2a\u8bbf\u95ee\u8be5\u5e10\u6237\u7684\u6210\u5458\u652f\u4ed8\u989d\u5916\u8d39\u7528\u3002\u8fd9\u4e00\u4e3e\u63aa\u65e8\u5728\u9f13\u52b1\u8d26\u6237\u501f\u6b3e\u4eba\u6fc0\u6d3b\u81ea\u5df1\u7684\u8ba2\u9605\uff0c\u4ed8\u8d39\u6210\u4e3a\u6b63\u5f0f\u4f1a\u5458\uff0c\u5426\u5219\u5c31\u6709\u53ef\u80fd\u5b8c\u5168\u5931\u53bb\u516c\u53f8\u7684\u8bbf\u95ee\u6743\u9650\u3002\u8003\u8651\u5230\u516c\u53f8\u622a\u81f33\u6708\u4efd\u5728\u5168\u7403\u62e5\u67092.325\u4ebf\u4ed8\u8d39\u7528\u6237\u7684\u5e9e\u5927\u7528\u6237\u7fa4\uff0c\u6211\u4eec\u9884\u8ba1\uff0c\u4e00\u65e6\u516c\u53f8\u63a8\u51fa\u8fd9\u79cd\u8d26\u6237\u5171\u4eab\u6253\u51fb\u63aa\u65bd\uff0c\u518d\u52a0\u4e0a\u5b83\u6b63\u5728\u8fdb\u884c\u7684\u5e7f\u544a\u652f\u6301\u5c42\uff0c\u4ed8\u8d39\u7528\u6237\u7684\u6570\u91cf\u53ef\u80fd\u4f1a\u589e\u52a0\u3002 \u597d\u83b1\u575e\u7f16\u5267\u7f62\u5de5\u662f\u6284\u5e95\u7684\u597d\u673a\u4f1a\u3002\u597d\u83b1\u575e\u4f5c\u5bb6\u5728\u4e0e\u5305\u62ecNetflix\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\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\u4e3aNetflix\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\u4ea7\u54c1\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\u4e5f\u4f1a\u7ee7\u7eed\u5236\u4f5c\u3002 \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\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) (Source: Bloomberg)","inLanguage":"en-US","isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/#website"},"breadcrumb":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-19-may-2023-zh\/#breadcrumblist"},"author":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/#author"},"creator":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/#author"},"image":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/01\/Thumbnail-151.jpg?wsr","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-19-may-2023-zh\/#mainImage","width":750,"height":500,"caption":"Creative glowing forex chart with map on blurry background. Global business and economy concept. 3D Rendering"},"primaryImageOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-19-may-2023-zh\/#mainImage"},"datePublished":"2023-05-19T07:17:00+08:00","dateModified":"2023-05-19T10:33:46+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\u670819\u65e5: \u65b0\u52a0\u5761\u822a\u7a7a (SIA SP), \u4e2d\u56fd\u79fb\u52a8 (941 HK), Netflix Inc. (NFLX 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: Singapore Tourism Analytics Network) \u5229\u7528\u79ef\u6781\u7684\u5b63\u8282\u6027\u3002\u5373\u5c06\u5230\u6765\u7684\u6691\u5047(6\u6708\u81f38\u6708)\u662f\u4e00\u5e74\u4e2d\u65c5\u6e38\u65fa\u5b63\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u8fd9\u4e2a\u6691\u5047\u662f\u4e2d\u56fd\u5168\u9762\u5f00\u653e\u540e\u7684\u7b2c\u4e00\u4e2a\u6691\u5047\u3002\u9884\u8ba1\u4f1a\u6709\u66f4\u591a\u7684\u4e2d\u56fd\u6e38\u5ba2\uff0c\u56e0\u4e3a\u65b0\u52a0\u5761\u662f\u5bb6\u5ead\u51fa\u56fd\u65c5\u6e38\u7684\u6700\u4f73\u5730\u70b9\u3002 \u822a\u7a7a\u71c3\u6cb9\u4ef7\u683c\u5448\u4e0b\u964d\u8d8b\u52bf\u3002\u7531\u4e8e\u62c5\u5fc3\u4e16\u754c\u7ecf\u6d4e\u589e\u957f\u653e\u7f13\u548c\u7ecf\u6d4e\u8870\u9000\uff0c\u56fd\u9645\u6cb9\u4ef7\u4ece2022\u5e74\u4e2d\u671f\u5f00\u59cb\u5448\u73b0\u4e0b\u964d\u8d8b\u52bf\u3002\u56e0\u6b64\uff0c\u539f\u6cb9\u884d\u751f\u54c1\u4ef7\u683c\u4e0b\u8dcc\uff0c\u822a\u7a7a\u516c\u53f8\u7684\u90e8\u5206\u8fd0\u8425\u6210\u672c\u4e0b\u964d\uff0c\u4ece\u800c\u53d7\u76ca\u3002 \u822a\u7a7a\u71c3\u6cb9\u4ef7\u683c\u8d70\u52bf (Source: IATA, S&amp;P Global) 23\u8d22\u5e74\u5229\u6da6\u521b\u5386\u53f2\u65b0\u9ad8\u3002\u7531\u4e8e\u9884\u8ba2\u91cf\u98d9\u5347\uff0c\u65b0\u822a\u548c\u9177\u822a\u90fd\u5927\u5e45\u589e\u52a0\u4e86\u822a\u73ed\u6570\u91cf\uff0c\u516c\u53f8\u8425\u6536\u540c\u6bd4\u589e\u957f\u903e\u4e00\u500d\uff0c\u4ece82\u4ebf\u65b0\u5143\u589e\u81f3151\u4ebf\u65b0\u5143\u300227\u4ebf\u65b0\u5143\u7684\u8425\u4e1a\u5229\u6da6\u5237\u65b0\u4e86\u8be5\u96c6\u56e2\u7684\u7eaa\u5f55\uff0c\u626d\u8f6c\u4e86\u8be5\u96c6\u56e2\u572822\u8d22\u5e746.1\u4ebf\u65b0\u5143\u7684\u8425\u4e1a\u4e8f\u635f\u3002\u51c0\u5229\u6da6\u4e3a21.6\u4ebf\u65b0\u5143\uff0c\u662f\u8be5\u96c6\u56e2\u81ea1947\u5e74\u6210\u7acb76\u5e74\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (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) \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u6536\u5165\u589e\u81f3114.5\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f117.8%\u3002\u51c0\u5229\u6da648.8\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f46.49%\u3002\u51c0\u5229\u6da6\u7387\u964d\u81f342.6%\uff0c\u540c\u6bd4\u4e0b\u964d9\u4e2a\u767e\u5206\u70b9\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) \u7f51\u98de\u516c\u53f8 (BA US)\uff1a\u53d7\u60e0\u4e8e\u65b0\u63aa\u65bd \u4e70\u5165\u4ef7\uff1a335\uff0c\u76ee\u6807\u4ef7\uff1a365\uff0c\u6b62\u635f\u4ef7\uff1a320 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 \u589e\u52a0\u4e86\u6765\u81ea\u7ade\u4e89\u5bf9\u624b\u7684\u5e02\u573a\u4efd\u989d\u3002\u6700\u8fd1\uff0c\u7f51\u98de\u516c\u53f8\u4e3a\u4e86\u5de9\u56fa\u5728\u6d41\u5a92\u4f53\u9886\u57df\u7684\u5e02\u573a\u5360\u6709\u7387\uff0c\u91c7\u53d6\u4e86\u4e00\u7cfb\u5217\u6218\u7565\u63aa\u65bd\u3002\u4f8b\u5982\uff0c\u516c\u53f8\u6700\u8fd1\u63a8\u51fa\u4e86\u6bcf\u67087\u7f8e\u5143\u7684\u5e7f\u544a\u652f\u6301\u670d\u52a1\uff0c\u8be5\u670d\u52a1\u6bcf\u6708\u5438\u5f15\u4e86\u8fd1500\u4e07\u6d3b\u8dc3\u7528\u6237\uff0c\u4f7f\u5176\u83b7\u5f97\u4e86\u65b0\u7684\u6536\u5165\u6765\u6e90\uff0c\u540c\u65f6\u4e5f\u5438\u5f15\u4e86\u66f4\u5e7f\u6cdb\u7684\u53d7\u4f17\u3002\u8fd9\u4e00\u4e3e\u63aa\u4e0d\u4ec5\u5c55\u793a\u4e86\u516c\u53f8\u7684\u9002\u5e94\u6027\u548c\u63a2\u7d22\u4e0d\u540c\u9014\u5f84\u4ee5\u4fdd\u6301\u7ade\u4e89\u4f18\u52bf\u7684\u610f\u613f\uff0c\u800c\u4e14\u8fd8\u5c06\u4f7f\u5176\u80fd\u591f\u5728\u4e0e\u5e7f\u544a\u5546\u5408\u4f5c\u5236\u4f5c\u957f\u5e7f\u544a\u5e76\u5728\u5176\u6570\u5b57\u5e73\u53f0\u4e0a\u64ad\u653e\u65f6\u4ea7\u751f\u989d\u5916\u7684\u5e7f\u544a\u6536\u5165\u3002\u56e0\u6b64\uff0c\u516c\u53f8\u7684\u5e02\u573a\u4e3b\u5bfc\u5730\u4f4d\u5c06\u7ee7\u7eed\u52a0\u5f3a\uff0c\u4f7f\u5176\u6210\u4e3a\u5bfb\u6c42\u957f\u671f\u589e\u957f\u673a\u4f1a\u7684\u6295\u8d44\u8005\u7684\u6709\u5229\u9009\u62e9\u3002 \u5373\u5c06\u5230\u6765\u7684\u8d26\u6237\u5171\u4eab\u6253\u51fb\u3002\u516c\u53f8\u6b63\u51c6\u5907\u5b9e\u65bd\u53e6\u4e00\u9879\u6218\u7565\u4e3e\u63aa\uff0c\u4ee5\u89e3\u51b3\u8d26\u6237\u5171\u4eab\u95ee\u9898\u3002\u5728\u8fd9\u79cd\u65b0\u65b9\u6cd5\u4e0b\uff0c\u5171\u4eab\u5e10\u6237\u5bc6\u7801\u7684\u8ba2\u9605\u8005\u5c06\u88ab\u8981\u6c42\u4e3a\u6bcf\u589e\u52a0\u4e00\u4e2a\u8bbf\u95ee\u8be5\u5e10\u6237\u7684\u6210\u5458\u652f\u4ed8\u989d\u5916\u8d39\u7528\u3002\u8fd9\u4e00\u4e3e\u63aa\u65e8\u5728\u9f13\u52b1\u8d26\u6237\u501f\u6b3e\u4eba\u6fc0\u6d3b\u81ea\u5df1\u7684\u8ba2\u9605\uff0c\u4ed8\u8d39\u6210\u4e3a\u6b63\u5f0f\u4f1a\u5458\uff0c\u5426\u5219\u5c31\u6709\u53ef\u80fd\u5b8c\u5168\u5931\u53bb\u516c\u53f8\u7684\u8bbf\u95ee\u6743\u9650\u3002\u8003\u8651\u5230\u516c\u53f8\u622a\u81f33\u6708\u4efd\u5728\u5168\u7403\u62e5\u67092.325\u4ebf\u4ed8\u8d39\u7528\u6237\u7684\u5e9e\u5927\u7528\u6237\u7fa4\uff0c\u6211\u4eec\u9884\u8ba1\uff0c\u4e00\u65e6\u516c\u53f8\u63a8\u51fa\u8fd9\u79cd\u8d26\u6237\u5171\u4eab\u6253\u51fb\u63aa\u65bd\uff0c\u518d\u52a0\u4e0a\u5b83\u6b63\u5728\u8fdb\u884c\u7684\u5e7f\u544a\u652f\u6301\u5c42\uff0c\u4ed8\u8d39\u7528\u6237\u7684\u6570\u91cf\u53ef\u80fd\u4f1a\u589e\u52a0\u3002 \u597d\u83b1\u575e\u7f16\u5267\u7f62\u5de5\u662f\u6284\u5e95\u7684\u597d\u673a\u4f1a\u3002\u597d\u83b1\u575e\u4f5c\u5bb6\u5728\u4e0e\u5305\u62ecNetflix\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\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\u4e3aNetflix\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\u4ea7\u54c1\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\u4e5f\u4f1a\u7ee7\u7eed\u5236\u4f5c\u3002 \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\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) (Source: Bloomberg)","og:url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-19-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":"2023-05-18T23:17:00+00:00","article:modified_time":"2023-05-19T02:33:46+00:00","twitter:card":"summary","twitter:title":"2023\u5e7405\u670819\u65e5: \u65b0\u52a0\u5761\u822a\u7a7a (SIA SP), \u4e2d\u56fd\u79fb\u52a8 (941 HK), Netflix Inc. (NFLX 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: Singapore Tourism Analytics Network) \u5229\u7528\u79ef\u6781\u7684\u5b63\u8282\u6027\u3002\u5373\u5c06\u5230\u6765\u7684\u6691\u5047(6\u6708\u81f38\u6708)\u662f\u4e00\u5e74\u4e2d\u65c5\u6e38\u65fa\u5b63\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u8fd9\u4e2a\u6691\u5047\u662f\u4e2d\u56fd\u5168\u9762\u5f00\u653e\u540e\u7684\u7b2c\u4e00\u4e2a\u6691\u5047\u3002\u9884\u8ba1\u4f1a\u6709\u66f4\u591a\u7684\u4e2d\u56fd\u6e38\u5ba2\uff0c\u56e0\u4e3a\u65b0\u52a0\u5761\u662f\u5bb6\u5ead\u51fa\u56fd\u65c5\u6e38\u7684\u6700\u4f73\u5730\u70b9\u3002 \u822a\u7a7a\u71c3\u6cb9\u4ef7\u683c\u5448\u4e0b\u964d\u8d8b\u52bf\u3002\u7531\u4e8e\u62c5\u5fc3\u4e16\u754c\u7ecf\u6d4e\u589e\u957f\u653e\u7f13\u548c\u7ecf\u6d4e\u8870\u9000\uff0c\u56fd\u9645\u6cb9\u4ef7\u4ece2022\u5e74\u4e2d\u671f\u5f00\u59cb\u5448\u73b0\u4e0b\u964d\u8d8b\u52bf\u3002\u56e0\u6b64\uff0c\u539f\u6cb9\u884d\u751f\u54c1\u4ef7\u683c\u4e0b\u8dcc\uff0c\u822a\u7a7a\u516c\u53f8\u7684\u90e8\u5206\u8fd0\u8425\u6210\u672c\u4e0b\u964d\uff0c\u4ece\u800c\u53d7\u76ca\u3002 \u822a\u7a7a\u71c3\u6cb9\u4ef7\u683c\u8d70\u52bf (Source: IATA, S&amp;P Global) 23\u8d22\u5e74\u5229\u6da6\u521b\u5386\u53f2\u65b0\u9ad8\u3002\u7531\u4e8e\u9884\u8ba2\u91cf\u98d9\u5347\uff0c\u65b0\u822a\u548c\u9177\u822a\u90fd\u5927\u5e45\u589e\u52a0\u4e86\u822a\u73ed\u6570\u91cf\uff0c\u516c\u53f8\u8425\u6536\u540c\u6bd4\u589e\u957f\u903e\u4e00\u500d\uff0c\u4ece82\u4ebf\u65b0\u5143\u589e\u81f3151\u4ebf\u65b0\u5143\u300227\u4ebf\u65b0\u5143\u7684\u8425\u4e1a\u5229\u6da6\u5237\u65b0\u4e86\u8be5\u96c6\u56e2\u7684\u7eaa\u5f55\uff0c\u626d\u8f6c\u4e86\u8be5\u96c6\u56e2\u572822\u8d22\u5e746.1\u4ebf\u65b0\u5143\u7684\u8425\u4e1a\u4e8f\u635f\u3002\u51c0\u5229\u6da6\u4e3a21.6\u4ebf\u65b0\u5143\uff0c\u662f\u8be5\u96c6\u56e2\u81ea1947\u5e74\u6210\u7acb76\u5e74\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (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) \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u6536\u5165\u589e\u81f3114.5\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f117.8%\u3002\u51c0\u5229\u6da648.8\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f46.49%\u3002\u51c0\u5229\u6da6\u7387\u964d\u81f342.6%\uff0c\u540c\u6bd4\u4e0b\u964d9\u4e2a\u767e\u5206\u70b9\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) \u7f51\u98de\u516c\u53f8 (BA US)\uff1a\u53d7\u60e0\u4e8e\u65b0\u63aa\u65bd \u4e70\u5165\u4ef7\uff1a335\uff0c\u76ee\u6807\u4ef7\uff1a365\uff0c\u6b62\u635f\u4ef7\uff1a320 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 \u589e\u52a0\u4e86\u6765\u81ea\u7ade\u4e89\u5bf9\u624b\u7684\u5e02\u573a\u4efd\u989d\u3002\u6700\u8fd1\uff0c\u7f51\u98de\u516c\u53f8\u4e3a\u4e86\u5de9\u56fa\u5728\u6d41\u5a92\u4f53\u9886\u57df\u7684\u5e02\u573a\u5360\u6709\u7387\uff0c\u91c7\u53d6\u4e86\u4e00\u7cfb\u5217\u6218\u7565\u63aa\u65bd\u3002\u4f8b\u5982\uff0c\u516c\u53f8\u6700\u8fd1\u63a8\u51fa\u4e86\u6bcf\u67087\u7f8e\u5143\u7684\u5e7f\u544a\u652f\u6301\u670d\u52a1\uff0c\u8be5\u670d\u52a1\u6bcf\u6708\u5438\u5f15\u4e86\u8fd1500\u4e07\u6d3b\u8dc3\u7528\u6237\uff0c\u4f7f\u5176\u83b7\u5f97\u4e86\u65b0\u7684\u6536\u5165\u6765\u6e90\uff0c\u540c\u65f6\u4e5f\u5438\u5f15\u4e86\u66f4\u5e7f\u6cdb\u7684\u53d7\u4f17\u3002\u8fd9\u4e00\u4e3e\u63aa\u4e0d\u4ec5\u5c55\u793a\u4e86\u516c\u53f8\u7684\u9002\u5e94\u6027\u548c\u63a2\u7d22\u4e0d\u540c\u9014\u5f84\u4ee5\u4fdd\u6301\u7ade\u4e89\u4f18\u52bf\u7684\u610f\u613f\uff0c\u800c\u4e14\u8fd8\u5c06\u4f7f\u5176\u80fd\u591f\u5728\u4e0e\u5e7f\u544a\u5546\u5408\u4f5c\u5236\u4f5c\u957f\u5e7f\u544a\u5e76\u5728\u5176\u6570\u5b57\u5e73\u53f0\u4e0a\u64ad\u653e\u65f6\u4ea7\u751f\u989d\u5916\u7684\u5e7f\u544a\u6536\u5165\u3002\u56e0\u6b64\uff0c\u516c\u53f8\u7684\u5e02\u573a\u4e3b\u5bfc\u5730\u4f4d\u5c06\u7ee7\u7eed\u52a0\u5f3a\uff0c\u4f7f\u5176\u6210\u4e3a\u5bfb\u6c42\u957f\u671f\u589e\u957f\u673a\u4f1a\u7684\u6295\u8d44\u8005\u7684\u6709\u5229\u9009\u62e9\u3002 \u5373\u5c06\u5230\u6765\u7684\u8d26\u6237\u5171\u4eab\u6253\u51fb\u3002\u516c\u53f8\u6b63\u51c6\u5907\u5b9e\u65bd\u53e6\u4e00\u9879\u6218\u7565\u4e3e\u63aa\uff0c\u4ee5\u89e3\u51b3\u8d26\u6237\u5171\u4eab\u95ee\u9898\u3002\u5728\u8fd9\u79cd\u65b0\u65b9\u6cd5\u4e0b\uff0c\u5171\u4eab\u5e10\u6237\u5bc6\u7801\u7684\u8ba2\u9605\u8005\u5c06\u88ab\u8981\u6c42\u4e3a\u6bcf\u589e\u52a0\u4e00\u4e2a\u8bbf\u95ee\u8be5\u5e10\u6237\u7684\u6210\u5458\u652f\u4ed8\u989d\u5916\u8d39\u7528\u3002\u8fd9\u4e00\u4e3e\u63aa\u65e8\u5728\u9f13\u52b1\u8d26\u6237\u501f\u6b3e\u4eba\u6fc0\u6d3b\u81ea\u5df1\u7684\u8ba2\u9605\uff0c\u4ed8\u8d39\u6210\u4e3a\u6b63\u5f0f\u4f1a\u5458\uff0c\u5426\u5219\u5c31\u6709\u53ef\u80fd\u5b8c\u5168\u5931\u53bb\u516c\u53f8\u7684\u8bbf\u95ee\u6743\u9650\u3002\u8003\u8651\u5230\u516c\u53f8\u622a\u81f33\u6708\u4efd\u5728\u5168\u7403\u62e5\u67092.325\u4ebf\u4ed8\u8d39\u7528\u6237\u7684\u5e9e\u5927\u7528\u6237\u7fa4\uff0c\u6211\u4eec\u9884\u8ba1\uff0c\u4e00\u65e6\u516c\u53f8\u63a8\u51fa\u8fd9\u79cd\u8d26\u6237\u5171\u4eab\u6253\u51fb\u63aa\u65bd\uff0c\u518d\u52a0\u4e0a\u5b83\u6b63\u5728\u8fdb\u884c\u7684\u5e7f\u544a\u652f\u6301\u5c42\uff0c\u4ed8\u8d39\u7528\u6237\u7684\u6570\u91cf\u53ef\u80fd\u4f1a\u589e\u52a0\u3002 \u597d\u83b1\u575e\u7f16\u5267\u7f62\u5de5\u662f\u6284\u5e95\u7684\u597d\u673a\u4f1a\u3002\u597d\u83b1\u575e\u4f5c\u5bb6\u5728\u4e0e\u5305\u62ecNetflix\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\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\u4e3aNetflix\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\u4ea7\u54c1\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\u4e5f\u4f1a\u7ee7\u7eed\u5236\u4f5c\u3002 \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\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) (Source: Bloomberg)","twitter:image":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr"},"aioseo_meta_data":{"post_id":"27288","title":"#post_title #separator_sa #site_title","description":"#post_excerpt","keywords":[],"keyphrases":{"focus":[],"additional":[]},"primary_term":null,"canonical_url":null,"og_title":null,"og_description":null,"og_object_type":"default","og_image_type":"default","og_image_url":null,"og_image_width":null,"og_image_height":null,"og_image_custom_url":null,"og_image_custom_fields":null,"og_video":"","og_custom_url":null,"og_article_section":null,"og_article_tags":[],"twitter_use_og":false,"twitter_card":"default","twitter_image_type":"default","twitter_image_url":null,"twitter_image_custom_url":null,"twitter_image_custom_fields":null,"twitter_title":null,"twitter_description":null,"schema":{"blockGraphs":[],"customGraphs":[],"default":{"data":{"Article":{"id":"#aioseo-article-670737dc6d609","slug":"article","graphName":"Article","label":"Article","properties":{"type":"BlogPosting","name":"#post_title","headline":"#post_title","description":"#post_excerpt","image":"","keywords":"","author":{"name":"#author_name","url":"#author_url"},"dates":{"include":true,"datePublished":"","dateModified":""}}},"Course":[],"Dataset":[],"FAQPage":[],"Movie":[],"Person":[],"Product":[],"ProductReview":[],"Car":[],"Recipe":[],"Service":[],"SoftwareApplication":[],"WebPage":[]},"graphName":"Article","isEnabled":true},"graphs":[]},"schema_type":"default","schema_type_options":"{\"article\":{\"articleType\":\"BlogPosting\"},\"course\":{\"name\":\"\",\"description\":\"\",\"provider\":\"\"},\"faq\":{\"pages\":[]},\"product\":{\"reviews\":[]},\"recipe\":{\"ingredients\":[],\"instructions\":[],\"keywords\":[]},\"software\":{\"reviews\":[],\"operatingSystems\":[]},\"webPage\":{\"webPageType\":\"WebPage\"}}","pillar_content":false,"robots_default":true,"robots_noindex":false,"robots_noarchive":false,"robots_nosnippet":false,"robots_nofollow":false,"robots_noimageindex":false,"robots_noodp":false,"robots_notranslate":false,"robots_max_snippet":"-1","robots_max_videopreview":"-1","robots_max_imagepreview":"large","priority":null,"frequency":"default","local_seo":{"locations":{"business":{"name":"","businessType":"","image":"","areaServed":"","urls":{"website":"","aboutPage":"","contactPage":""},"address":{"streetLine1":"","streetLine2":"","zipCode":"","city":"","state":"","country":"","addressFormat":"#streetLineOne\n#streetLineTwo\n#city, #state #zipCode"},"contact":{"phone":"","email":"","fax":""},"ids":{"vat":"","tax":"","chamberOfCommerce":""},"payment":{"priceRange":"","currenciesAccepted":"","methods":""}}},"openingHours":{"useDefaults":true,"show":true,"alwaysOpen":false,"use24hFormat":false,"timezone":"","labels":{"closed":"","alwaysOpen":""},"days":{"monday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"tuesday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"wednesday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"thursday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"friday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"saturday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"sunday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"}}}},"breadcrumb_settings":null,"limit_modified_date":false,"ai":null,"created":"2023-05-18 07:18:56","updated":"2025-06-07 00:26:27","seo_analyzer_scan_date":null},"uagb_featured_image_src":{"full":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/01\/Thumbnail-151.jpg?wsr",750,500,false],"thumbnail":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/01\/Thumbnail-151-150x150.jpg?wsr",150,150,true],"medium":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/01\/Thumbnail-151-300x200.jpg?wsr",300,200,true],"medium_large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/01\/Thumbnail-151.jpg?wsr",750,500,false],"large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/01\/Thumbnail-151.jpg?wsr",750,500,false],"1536x1536":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/01\/Thumbnail-151.jpg?wsr",750,500,false],"2048x2048":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/01\/Thumbnail-151.jpg?wsr",750,500,false]},"uagb_author_info":{"display_name":"Keith Tan","author_link":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/"},"uagb_comment_info":0,"uagb_excerpt":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u65b0\u52a0\u5761\u822a\u7a7a (SIA SP)\uff1a\u7ee7\u7eed\u6062\u590d\u5230\u65b0\u51a0\u75ab\u60c5\u524d\u6c34\u5e73 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a6.05\uff0c\u76ee\u6807\u4ef7\uff1a6.55\uff0c\u6b62\u635f\u4ef7\uff1a5.85 \u65b0\u52a0\u5761\u822a\u7a7a\u96c6\u56e2\u62e5\u670920\u591a\u5bb6\u5b50\u516c\u53f8\uff0c\u6db5\u76d6\u4ece\u8d27\u8fd0\u5230\u53d1\u52a8\u673a\u7ef4\u4fee\u7b49\u4e00\u7cfb\u5217\u822a\u7a7a\u76f8\u5173\u670d\u52a1\u3002\u65d7\u4e0b\u5b50\u516c\u53f8\u8fd8\u5305\u62ec\u65b0\u822a\u5de5\u7a0b\u3001\u9177\u822a\u3001\u864e\u822a\u3001Singapore Flying College\u548cTradewinds Tours and Travel\u3002\u96c6\u56e2\u7684\u4e3b\u8981\u4e1a\u52a1\u5305\u62ec\u822a\u7a7a\u8fd0\u8f93\u3001\u5de5\u7a0b\u670d\u52a1\u548c\u5176\u4ed6\u4e0e\u822a\u7a7a\u516c\u53f8\u76f8\u5173\u7684\u4e1a\u52a1\u3002 \u8bbf\u5ba2\u4eba\u6570\u56de\u5347\u7684\u7a7a\u95f4\u4ecd\u8f83\u5927\u3002\u4eca\u5e744\u6708\uff0c\u65b0\u52a0\u5761\u5168\u9762\u5f00\u653e\u8fb9\u5883\u4e00\u5468\u5e74\u4e4b\u9645\uff0c\u5230\u8bbf\u65b0\u52a0\u5761\u7684\u6e38\u5ba2\u8fbe\u5230113\u4e07\u4eba\u6b21\uff0c\u540c\u6bd4\u589e\u957f282.5%\u3002\u7136\u800c\uff0c\u4e0e2020\u5e741\u6708\u7684169\u4e07\u6e38\u5ba2\u76f8\u6bd4\uff0c\u5165\u5883\u4eba\u6570\u8fdc\u4f4e\u4e8e\u75ab\u60c5\u524d\u7684\u6c34\u5e73\u30022019\u5e74\u5e73\u5747\u6bcf\u6708\u6e38\u5ba2\u4eba\u6570\u8d85\u8fc7150\u4e07\u3002\u56e0\u6b64\uff0c\u8bbf\u5ba2\u5165\u5883\u6570\u91cf\u7684\u6b63\u5e38\u5316\u4ecd\u5728\u7ee7\u7eed\u3002 \u8bbf\u5ba2\u6570\u91cf\u8d8b\u52bf (Source: Singapore Tourism Analytics Network) \u5229\u7528\u79ef\u6781\u7684\u5b63\u8282\u6027\u3002\u5373\u5c06\u5230\u6765\u7684\u6691\u5047(6\u6708\u81f38\u6708)\u662f\u4e00\u5e74\u4e2d\u65c5\u6e38\u65fa\u5b63\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u8fd9\u4e2a\u6691\u5047\u662f\u4e2d\u56fd\u5168\u9762\u5f00\u653e\u540e\u7684\u7b2c\u4e00\u4e2a\u6691\u5047\u3002\u9884\u8ba1\u4f1a\u6709\u66f4\u591a\u7684\u4e2d\u56fd\u6e38\u5ba2\uff0c\u56e0\u4e3a\u65b0\u52a0\u5761\u662f\u5bb6\u5ead\u51fa\u56fd\u65c5\u6e38\u7684\u6700\u4f73\u5730\u70b9\u3002 \u822a\u7a7a\u71c3\u6cb9\u4ef7\u683c\u5448\u4e0b\u964d\u8d8b\u52bf\u3002\u7531\u4e8e\u62c5\u5fc3\u4e16\u754c\u7ecf\u6d4e\u589e\u957f\u653e\u7f13\u548c\u7ecf\u6d4e\u8870\u9000\uff0c\u56fd\u9645\u6cb9\u4ef7\u4ece2022\u5e74\u4e2d\u671f\u5f00\u59cb\u5448\u73b0\u4e0b\u964d\u8d8b\u52bf\u3002\u56e0\u6b64\uff0c\u539f\u6cb9\u884d\u751f\u54c1\u4ef7\u683c\u4e0b\u8dcc\uff0c\u822a\u7a7a\u516c\u53f8\u7684\u90e8\u5206\u8fd0\u8425\u6210\u672c\u4e0b\u964d\uff0c\u4ece\u800c\u53d7\u76ca\u3002 \u822a\u7a7a\u71c3\u6cb9\u4ef7\u683c\u8d70\u52bf (Source: IATA, S&P Global) 23\u8d22\u5e74\u5229\u6da6\u521b\u5386\u53f2\u65b0\u9ad8\u3002\u7531\u4e8e\u9884\u8ba2\u91cf\u98d9\u5347\uff0c\u65b0\u822a\u548c\u9177\u822a\u90fd\u5927\u5e45\u589e\u52a0\u4e86\u822a\u73ed\u6570\u91cf\uff0c\u516c\u53f8\u8425\u6536\u540c\u6bd4\u589e\u957f\u903e\u4e00\u500d\uff0c\u4ece82\u4ebf\u65b0\u5143\u589e\u81f3151\u4ebf\u65b0\u5143\u300227\u4ebf\u65b0\u5143\u7684\u8425\u4e1a\u5229\u6da6\u5237\u65b0\u4e86\u8be5\u96c6\u56e2\u7684\u7eaa\u5f55\uff0c\u626d\u8f6c\u4e86\u8be5\u96c6\u56e2\u572822\u8d22\u5e746.1\u4ebf\u65b0\u5143\u7684\u8425\u4e1a\u4e8f\u635f\u3002\u51c0\u5229\u6da6\u4e3a21.6\u4ebf\u65b0\u5143\uff0c\u662f\u8be5\u96c6\u56e2\u81ea1947\u5e74\u6210\u7acb76\u5e74\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u4e30\u76ca\u56fd\u9645 (WIL SP)\uff1a\u6cb9\u4ef7\u53cd\u5f39 \u91cd\u7533\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 \u98df\u7cd6\u671f\u8d27\u4ef7\u683c\u3002\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 \u68d5\u6988\u6cb9\u671f\u8d27\u4ef7\u683c\u3002\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 \u539f\u7cd6\uff08\u7ea2\uff09\u53ca\u7c97\u68d5\u6988\u6cb9\uff08\u68d5\uff09\u671f\u8d27\u8d70\u52bf (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) \u4e2d\u56fd\u79fb\u52a8 (941 HK)\uff1a\u4e2d\u56fd\u7279\u8272\u7684\u4ef7\u503c\u8bc4\u4f30\u4f53\u7cfb\u4e3b\u9898 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a59.5\uff0c\u76ee\u6807\u4ef7\uff1a65.5\uff0c\u6b62\u635f\u4ef7\uff1a56.5&hellip;","_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/27288","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/comments?post=27288"}],"version-history":[{"count":9,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/27288\/revisions"}],"predecessor-version":[{"id":27392,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/27288\/revisions\/27392"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media\/22943"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media?parent=27288"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/categories?post=27288"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/tags?post=27288"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}