{"id":27677,"date":"2023-05-26T07:21:00","date_gmt":"2023-05-25T23:21:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=27677"},"modified":"2023-05-26T11:09:15","modified_gmt":"2023-05-26T03:09:15","slug":"kgi-daily-trading-ideas-26-may-2023-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-26-may-2023-zh\/","title":{"rendered":"2023\u5e7405\u670826\u65e5:  \u534e\u4fa8\u94f6\u884c (OCBC SP), \u8c37\u6b4c (GOOG 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><br><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-27677-_7l8preso5cex\"><\/a><strong>\u534e\u4fa8\u94f6\u884c (OCBC SP)\uff1a\u53d7\u76ca\u4e8e\u7f8e\u5143\u8d70\u8f6f<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\u4ef7\uff1a12.1\uff0c\u76ee\u6807\u4ef7\uff1a12.5\uff0c\u6b62\u635f\u4ef7\uff1a11.9<\/strong><\/li><li>\u534e\u4fa8\u94f6\u884c\u6709\u9650\u516c\u53f8\u63d0\u4f9b\u5168\u9762\u7684\u91d1\u878d\u670d\u52a1\u3002\u8be5\u516c\u53f8\u7684\u670d\u52a1\u5305\u62ec\u5b58\u6b3e\u3001\u516c\u53f8\u3001\u4f01\u4e1a\u548c\u4e2a\u4eba\u8d37\u6b3e\u3001\u56fd\u9645\u8d38\u6613\u878d\u8d44\u3001\u6295\u8d44\u94f6\u884c\u3001\u79c1\u4eba\u94f6\u884c\u3001\u8d44\u91d1\u3001\u80a1\u7968\u7ecf\u7eaa\u3001\u4fdd\u9669\u3001\u4fe1\u7528\u5361\u3001\u73b0\u91d1\u7ba1\u7406\u3001\u8d44\u4ea7\u7ba1\u7406\u4ee5\u53ca\u5176\u4ed6\u91d1\u878d\u548c\u76f8\u5173\u670d\u52a1\u3002<\/li><li><strong>\u53d1\u884c\u9996\u4e2a\u4ee3\u5e01\u5316\u80a1\u7968\u6302\u94a9\u7ed3\u6784\u6027\u7968\u636e\u3002<\/strong>\u534e\u4fa8\u94f6\u884c\u4e0e ADDX \u5408\u4f5c\u63a8\u51fa\u4e86\u5176\u9996\u4e2a\u4ee3\u5e01\u5316\u80a1\u7968\u6302\u94a9\u7ed3\u6784\u6027\u7968\u636e\u3002\u8fd9\u4e9b\u7968\u636e\u6309\u9884\u5b9a\u4e49\u7684\u65f6\u95f4\u95f4\u9694\u5b9a\u671f\u5206\u914d\uff0c\u4f46\u987b\u9075\u5b88\u7968\u636e\u7684\u6761\u6b3e\u4ee5\u53ca\u4e0d\u5b58\u5728\u4efb\u4f55\u5f02\u5e38\u6216\u89e6\u53d1\u4e8b\u4ef6\u3002\u6b63\u5982\u534e\u4fa8\u94f6\u884c\u6240\u8ff0\uff0c\u56fa\u5b9a\u606f\u7968\u7968\u636e\u4e3a\u6295\u8d44\u8005\u63d0\u4f9b\u4e86\u4ea7\u751f\u989d\u5916\u73b0\u91d1\u6d41\u7684\u673a\u4f1a\uff0c\u540c\u65f6\u6839\u636e\u4ed6\u4eec\u7684\u7279\u5b9a\u5e02\u573a\u89c2\u70b9\u83b7\u5f97\u5bf9\u57fa\u7840\u8bc1\u5238\u6216\u4e00\u63fd\u5b50\u8bc1\u5238\u7684\u6f5c\u5728\u655e\u53e3\u3002\u8fd9\u6807\u5fd7\u7740\u534e\u4fa8\u94f6\u884c\u8bb8\u591a\u5373\u5c06\u63a8\u51fa\u7684\u80a1\u7968\u6302\u94a9\u7968\u636e\u7684\u9996\u6b21\u4eae\u76f8\u3002<\/li><li><strong>\u53d7\u76ca\u4e8e\u964d\u606f\u9884\u671f\u3002<\/strong>\u5c3d\u7ba1\u5229\u7387\u4f55\u65f6\u5f00\u59cb\u4e0b\u964d\u5c1a\u4e0d\u786e\u5b9a\uff0c\u4f46\u65b0\u52a0\u5761\u94f6\u884c\u5c06\u5728\u8fd9\u79cd\u52a8\u8361\u7684\u73af\u5883\u4e2d\u7ee7\u7eed\u84ec\u52c3\u53d1\u5c55\uff0c\u56e0\u4e3a\u6211\u4eec\u7684\u672c\u5730\u94f6\u884c\u7cfb\u7edf\u53d7\u5230\u65b0\u52a0\u5761\u91d1\u878d\u7ba1\u7406\u5c40\u7684\u4e25\u683c\u76d1\u7ba1\u548c\u5404\u79cd\u538b\u529b\u7684\u5236\u7ea6\u3002\u91d1\u7ba1\u5c40\u4e5f\u8868\u793a\u613f\u610f\u63d0\u4f9b\u6d41\u52a8\u6027\uff0c\u4ee5\u7ef4\u6301\u91d1\u878d\u7a33\u5b9a\u548c\u6709\u5e8f\u7684\u5e02\u573a\u529f\u80fd\u3002\u6574\u4f53\u5e02\u573a\u8ba4\u4e3a\uff0c\u7f8e\u8054\u50a8\u8fd8\u5c06\u8bd5\u56fe\u901a\u8fc7\u51cf\u5c11\u52a0\u606f\u6765\u964d\u4f4e\u91d1\u878d\u9886\u57df\u7684\u7cfb\u7edf\u6027\u98ce\u9669\uff0c\u5e76\u572823\u5e74\u7b2c\u4e09\u5b63\u5f00\u59cb\u964d\u606f\uff0c\u9884\u8ba1\u5229\u7387\u5c06\u8fbe\u52305.25% \u2013 5.50%\u7684\u5cf0\u503c\u3002\u968f\u7740\u5229\u7387\u9884\u671f\u7684\u4e0b\u964d\uff0c\u501f\u6b3e\u4eba\u53ef\u80fd\u4e3a\u4ed6\u4eec\u7684\u8f83\u9ad8\u5229\u7387\u7684\u8d37\u6b3e\u8fdb\u884c\u518d\u878d\u8d44\u3002<\/li><li><strong>\u4e0d\u65ad\u589e\u957f\u7684\u8d22\u5bcc\u90e8\u5206\u3002<\/strong>\u65b0\u52a0\u5761\u5728\u8fce\u6765\u5bcc\u6709\u7684\u4e2a\u4eba\u548c\u5bb6\u65cf\u7406\u8d22\u5ba4\u7684\u6d8c\u5165\uff0c\u8fd9\u5bfc\u81f4\u8be5\u56fd\u94f6\u884c\u7ba1\u7406\u7684\u8d44\u4ea7\u89c4\u6a21\u4e0a\u5347\u3002\u65b0\u52a0\u5761\u91d1\u878d\u7ba1\u7406\u5c40\u4f30\u8ba1\uff0c2021\u5e74\u7ea6\u6709700\u4e2a\u5bb6\u65cf\u529e\u516c\u5ba4\uff0c\u4f46\u76ee\u524d\u4f30\u8ba1\u7ea6\u67091400\u4e2a\uff0c\u4e2d\u56fd\u5927\u9646\u4eba\u662f\u6700\u5927\u7684\u589e\u957f\u9a71\u52a8\u529b\u3002\u867d\u7136\u5bb6\u65cf\u529e\u516c\u5ba4\u901a\u8fc7\u5916\u90e8\u91d1\u878d\u3001\u7a0e\u52a1\u548c\u6cd5\u5f8b\u4e13\u4e1a\u4eba\u58eb\u95f4\u63a5\u521b\u9020\u5c31\u4e1a\u673a\u4f1a\uff0c\u4f46\u5f88\u5c11\u6709\u8d44\u91d1\u88ab\u6295\u8d44\u4e8e\u57fa\u91d1\u6216\u79c1\u52df\u80a1\u6743\u516c\u53f8\u3002\u5c3d\u7ba1\u5982\u6b64\uff0c\u8d22\u5bcc\u7684\u6d8c\u5165\u4ecd\u5c06\u4f7f\u65b0\u52a0\u5761\u7684\u94f6\u884c\u53d7\u76ca\uff0c\u5c24\u5176\u662f\u5bb6\u65cf\u529e\u516c\u5ba4\u7684\u514d\u7a0e\u8ba1\u5212\uff0c\u8fd9\u5bfc\u81f4\u4e86\u65b0\u52a0\u5761\u94f6\u884c\u7ba1\u7406\u7684\u8d44\u4ea7\u589e\u52a0\u3002\u6b64\u5916\uff0c\u7531\u4e8e\u4e2d\u7f8e\u5173\u7cfb\u6076\u5316\uff0c\u53f0\u6e7e\u7684\u8d85\u7ea7\u5bcc\u8c6a\u6b63\u5728\u8003\u8651\u5728\u65b0\u52a0\u5761\u8bbe\u7acb\u5bb6\u65cf\u7406\u8d22\u5ba4\uff0c\u4ee5\u4fdd\u62a4\u4ed6\u4eec\u7684\u8d22\u5bcc\u3002BDO\u7a0e\u52a1\u54a8\u8be2\u516c\u53f8\u62a5\u544a\u79f0\uff0c\u6765\u81ea\u53f0\u6e7e\u8d85\u7ea7\u5bcc\u8c6a\u7684\u54a8\u8be2\u6709\u6240\u589e\u52a0\u3002\u534e\u4fa8\u94f6\u884c\u8d22\u5bcc\u7ba1\u7406\u6536\u5165\u5360\u96c6\u56e222\u8d22\u5e74\u603b\u6536\u5165\u768433%\u3002\u96c6\u56e2\u8d22\u5bcc\u7ba1\u7406\u8d44\u4ea7\u7ba1\u7406\u89c4\u6a21\u8fbe\u52302,580\u4ebf\u65b0\u5143\uff0c\u9ad8\u4e8e21\u8d22\u5e74\u76842,570\u4ebf\u65b0\u5143\uff0c\u539f\u56e0\u662f\u65b0\u8d44\u91d1\u51c0\u6d41\u5165\u6301\u7eed\u589e\u957f\uff0c\u62b5\u6d88\u4e86\u5e02\u573a\u4f30\u503c\u4e3a\u8d1f\u7684\u5f71\u54cd\u3002\u968f\u7740\u65b0\u52a0\u5761\u7ee7\u7eed\u5438\u5f15\u8d8a\u6765\u8d8a\u591a\u7684\u5bcc\u4eba\uff0c\u8be5\u56fd\u94f6\u884c\u7684\u8d44\u4ea7\u548c\u5b58\u6b3e\u9884\u8ba1\u5c06\u5f97\u5230\u63d0\u632f\u3002<\/li><li><strong>\u80a1\u606f\u6536\u76ca\u7387\u548c\u80a1\u7968\u56de\u8d2d\u3002<\/strong>\u534e\u4fa8\u94f6\u884c 23 \u8d22\u5e74\u7684\u80a1\u606f\u6536\u76ca\u7387\u9884\u8ba1\u4e3a 6.3%\u3002\u94f6\u884c\u8fd8\u4e00\u76f4\u5728\u901a\u8fc7\u6388\u6743\u56de\u8d2d\u5176\u80a1\u7968\u3002<\/li><li><strong>23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u7b2c\u4e00\u5b63\u5ea6\u521b\u7eaa\u5f55\u7684\u51c0\u5229\u6da6\u4e3a 18.8 \u4ebf\u65b0\u5143\uff0c\u6bd4\u53bb\u5e74\u540c\u671f\u7684 13.6 \u4ebf\u65b0\u5143\u540c\u6bd4\u589e\u957f 39%\uff0c\u6bd4\u4e0a\u4e00\u5b63\u5ea6\u7684 13.1 \u4ebf\u65b0\u5143\u73af\u6bd4\u589e\u957f 44%\u3002\u51c0\u5229\u606f\u6536\u5165\u540c\u6bd4\u589e\u957f 56%\uff0c\u4ece 22 \u5e74\u7b2c\u4e00\u5b63\u5ea6\u7684 15 \u4ebf\u65b0\u5143\u589e\u81f3 23.4 \u4ebf\u65b0\u5143\uff0c\u6bd4 22 \u5e74\u7b2c\u56db\u5b63\u5ea6\u7684 23.9 \u4ebf\u65b0\u5143\u73af\u6bd4\u5c0f\u5e45\u4e0b\u964d 2%\u3002<\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-689.png\" alt=\"\" class=\"wp-image-27725\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-689.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-689-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1226\" height=\"767\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-690.png\" alt=\"\" class=\"wp-image-27726\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-690.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-690-300x188.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-690-1024x641.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-690-768x480.png 768w\" sizes=\"(max-width: 1226px) 100vw, 1226px\" \/><\/figure>\n\n\n\n<h3 class=\"has-text-align-center has-normal-font-size wp-block-heading\"><a id=\"post-27677-_vifx7m10lxvj\"><\/a>(Source: Bloomberg)<\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-27677-_4uiqsuyffdvf\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-27727\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-691.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-691.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-691-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-27677-_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>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a6.40\uff0c\u76ee\u6807\u4ef7\uff1a6.80\uff0c\u6b62\u635f\u4ef7\uff1a6.20<\/strong><\/li><li>\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<\/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<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8bbf\u5ba2\u6570\u91cf\u8d8b\u52bf<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1879\" height=\"830\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-692.png\" alt=\"\" class=\"wp-image-27728\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-692.png 1879w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-692-300x133.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-692-1024x452.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-692-768x339.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-692-1536x678.png 1536w\" sizes=\"(max-width: 1879px) 100vw, 1879px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">(Source: Singapore Tourism Analytics Network)<\/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<\/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<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u822a\u7a7a\u71c3\u6cb9\u4ef7\u683c\u8d70\u52bf<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"952\" height=\"430\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-693.png\" alt=\"\" class=\"wp-image-27729\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-693.png 952w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-693-300x136.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-693-768x347.png 768w\" sizes=\"(max-width: 952px) 100vw, 952px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">(Source: IATA, S&P Global)<\/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<\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-694.png\" alt=\"\" class=\"wp-image-27730\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-694.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-694-300x64.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-695.png\" alt=\"\" class=\"wp-image-27731\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-695.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-695-300x188.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-695-1024x641.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-695-768x480.png 768w\" sizes=\"(max-width: 1226px) 100vw, 1226px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-27677-_jq25f5ud8fpv\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-27732\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-696.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-696.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-696-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><a id=\"post-27677-_9ctm8ukw9e4m\"><\/a><a id=\"post-27677-_amcnmqkifzvy\"><\/a><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-27677-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" class=\"wp-image-27733\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-697.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-697.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-697-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The Hong Kong market is closed today in observance of a public holiday (Buddha\u2019s Birthday). Trading resumes on Monday, 29 May.<\/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-703.png\" alt=\"\" class=\"wp-image-27740\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-703.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-703-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-27677-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" class=\"wp-image-27741\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-704.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-704.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-704-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-704-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-27677-_ix0349ru0nhz\"><\/a><a id=\"post-27677-_ta8yf5d9b7xb\"><\/a><strong>\u8c37\u6b4c (GOOG US)\uff1a\u5e73\u8861\u7ade\u4e89<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\u4ef7\uff1a123\uff0c\u76ee\u6807\u4ef7\uff1a133\uff0c\u6b62\u635f\u4ef7\uff1a118<\/strong><\/li><li>Alphabet Inc.\u662f\u4e00\u5bb6\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u5176\u5b50\u516c\u53f8\u63d0\u4f9b\u57fa\u4e8e\u7f51\u7edc\u7684\u641c\u7d22\u3001\u5e7f\u544a\u3001\u5730\u56fe\u3001\u8f6f\u4ef6\u5e94\u7528\u3001\u79fb\u52a8\u64cd\u4f5c\u7cfb\u7edf\u3001\u6d88\u8d39\u8005\u5185\u5bb9\u3001\u4f01\u4e1a\u89e3\u51b3\u65b9\u6848\u3001\u5546\u4e1a\u548c\u786c\u4ef6\u4ea7\u54c1\u3002<\/li><li><strong>\u52a0\u5165\u66f4\u591a\u7684\u4eba\u5de5\u667a\u80fd\u5e94\u7528\u3002<\/strong>\u8c37\u6b4c\u5ba3\u5e03\u4e86\u5c06\u4eba\u5de5\u667a\u80fd\u6280\u672f\u878d\u5165\u5176\u641c\u7d22\u5f15\u64ce\u548c\u5176\u4ed6\u4ea7\u54c1\u7684\u8ba1\u5212\u3002\u4f5c\u4e3a\u8fd9\u4e00\u52aa\u529b\u7684\u4e00\u90e8\u5206\uff0c\u8be5\u516c\u53f8\u5c06\u63a8\u51fa\u4e00\u4e2a\u540d\u4e3a\u201c\u641c\u7d22\u751f\u6210\u4f53\u9a8c\u201d\u7684\u65b0\u7248\u672c\u641c\u7d22\u5f15\u64ce\u3002\u8fd9\u4e2a\u66f4\u65b0\u540e\u7684\u5f15\u64ce\u8bbe\u8ba1\u7528\u4e8e\u5236\u4f5c\u5f00\u653e\u5f0f\u95ee\u9898\u7684\u56de\u7b54\uff0c\u5e76\u4fdd\u7559\u53ef\u8bc6\u522b\u7684\u7f51\u7edc\u94fe\u63a5\u5217\u8868\uff0c\u6240\u6709\u8fd9\u4e9b\u90fd\u4f7f\u7528\u4eba\u5de5\u667a\u80fd\u6280\u672f\u3002Gmail\u7b49\u4ea7\u54c1\u5c06\u80fd\u591f\u8d77\u8349\u4fe1\u606f\uff0c\u800cGoogle Photos\u5c06\u914d\u5907\u66f4\u5148\u8fdb\u7684\u56fe\u50cf\u7f16\u8f91\u529f\u80fd\uff0c\u5141\u8bb8\u4eba\u5de5\u667a\u80fd\u4ee5\u5404\u79cd\u65b9\u5f0f\u4fee\u6539\u7528\u6237\u7684\u7167\u7247\u3002\u6b64\u5916\uff0c\u7531\u4e8e\u8c37\u6b4c\u5e0c\u671b\u4f18\u5148\u8003\u8651\u51c6\u786e\u6027\u548c\u771f\u5b9e\u6027\uff0c\u5b83\u7684\u641c\u7d22\u5f15\u64ce\u5c06\u751f\u6210\u5f15\u7528\u53ef\u9760\u6765\u6e90\u7684\u4fe1\u606f\uff0c\u5e76\u5c06\u6807\u8bb0\u5728\u4eba\u5de5\u667a\u80fd\u5e2e\u52a9\u4e0b\u751f\u6210\u7684\u56fe\u50cf\u3002<\/li><li><strong>\u56fd\u9645\u5df4\u5fb7 (Bard)\u3002<\/strong>\u5df4\u5fb7\u662f\u8c37\u6b4c\u5f00\u53d1\u7684\u4e00\u6b3e\u804a\u5929\u673a\u5668\u4eba\uff0c\u65e8\u5728\u4e0eOpenAI\u7684ChatGPT-4\u7ade\u4e89\uff0c\u540e\u8005\u9762\u5411\u5168\u7403\u7528\u6237\u3002\u5df4\u5fb7\u4e0d\u4ec5\u53ef\u4ee5\u7528\u56fe\u50cf\u63d0\u793a\uff0c\u8fd8\u53ef\u4ee5\u7528\u6587\u672c\u63d0\u793a\u3002\u6b64\u5916\uff0c\u8c37\u6b4c\u8fd8\u5ba3\u5e03\u6b63\u5728\u5f00\u53d1\u4e00\u6b3e\u66f4\u5f3a\u5927\u7684\u4eba\u5de5\u667a\u80fd\u6a21\u578bPaLM 1\uff0c\u5b83\u5c06\u80fd\u591f\u89e3\u51b3\u66f4\u68d8\u624b\u7684\u95ee\u9898\uff0c\u5e76\u9002\u7528\u4e8e\u667a\u80fd\u624b\u673a\u3002<\/li><li><strong>\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\u540c\u6bd4\u589e\u957f2.6%\uff0c\u81f3697.9\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f9.5\u4ebf\u7f8e\u5143\u3002\u7b2c\u4e00\u5b63\u5ea6GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a1.17\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.10\u7f8e\u5143\u3002<\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-705.png\" alt=\"\" class=\"wp-image-27742\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-705.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-705-300x64.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-706.png\" alt=\"\" class=\"wp-image-27743\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-706.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-706-300x188.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-706-1024x641.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-706-768x480.png 768w\" sizes=\"(max-width: 1226px) 100vw, 1226px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-27677-_k6bubwvkl8o3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" class=\"wp-image-27744\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-707.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-707.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-707-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-707-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-27677-_yq7x5dj4odw\"><\/a><strong>META \u5e73\u53f0 (META US)\uff1a\u62c9\u5f00\u5e37\u5e55<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\u4ef7\uff1a240\uff0c\u76ee\u6807\u4ef7\uff1a260\uff0c\u6b62\u635f\u4ef7\uff1a230<\/strong><\/li><li>Meta Platforms, Inc.\u662f\u4e00\u5bb6\u793e\u4ea4\u6280\u672f\u516c\u53f8\u3002\u516c\u53f8\u5f00\u53d1\u5e94\u7528\u7a0b\u5e8f\u548c\u6280\u672f\uff0c\u5e2e\u52a9\u4eba\u4eec\u8054\u7cfb\u3001\u5bfb\u627e\u793e\u533a\u548c\u53d1\u5c55\u4e1a\u52a1\u3002Meta Platform\u8fd8\u6d89\u8db3\u5e7f\u544a\u3001\u589e\u5f3a\u73b0\u5b9e\u548c\u865a\u62df\u73b0\u5b9e\u9886\u57df\u3002<\/li><li><strong>\u63a8\u51fa\u4eba\u5de5\u667a\u80fd\u6280\u672f\u3002<\/strong>\u968f\u7740\u8d8a\u6765\u8d8a\u591a\u7684\u5927\u578b\u4f01\u4e1a\u52a0\u5165\u4eba\u5de5\u667a\u80fd\u5927\u6f6e\uff0cMeta\u4e5f\u5728\u5f00\u53d1\u81ea\u5df1\u7684\u5c16\u7aef\u4eba\u5de5\u667a\u80fd\u82af\u7247\u3002\u8fd9\u4e9b\u82af\u7247\u4e0d\u4ec5\u5c06\u5e2e\u52a9Meta\u63d0\u9ad8\u5176\u5f53\u524d\u8fd0\u8425\u6548\u7387\uff0c\u8fd8\u5c06\u6709\u52a9\u4e8e\u8fdb\u4e00\u6b65\u63d0\u9ad8\u5176\u4eba\u5de5\u667a\u80fd\u80fd\u529b\u3002\u4e8b\u5b9e\u4e0a\uff0c\u4ed6\u4eec\u516c\u5e03\u7684\u8fd9\u79cd\u65b0\u7684\u63a8\u7406\u82af\u7247\u5c06\u88ab\u7528\u4e8e\u652f\u6301Meta\u5f53\u524d\u7684\u4e00\u4e9b\u63a8\u8350\u7b97\u6cd5\u3002\u6b64\u5916\uff0c\u7ba1\u7406\u5c42\u5df2\u7ecf\u660e\u786e\u8868\u793a\uff0c\u8fd9\u4e9b\u82af\u7247\u53ea\u662f\u4e00\u4e2a\u5f00\u59cb\uff0c\u6700\u7ec8\u5c06\u7528\u4e8e\u4e3a\u865a\u62df\u4e16\u754c\u63d0\u4f9b\u52a8\u529b\u3002\u6240\u6709\u8fd9\u4e9b\uff0c\u518d\u52a0\u4e0aMeta\u4e3a\u63d0\u9ad8\u76c8\u5229\u80fd\u529b\u800c\u5b9e\u65bd\u7684\u5927\u5e45\u524a\u51cf\u6210\u672c\u653f\u7b56\uff0c\u65e0\u7591\u5c06\u5728\u672a\u6765\u51e0\u4e2a\u5b63\u5ea6\u4e3a\u516c\u53f8\u5e26\u6765\u66f4\u9ad8\u7684\u6536\u5165\u548c\u5229\u6da6\uff0c\u5e76\u4e3a\u8be5\u80a1\u5e26\u6765\u5de8\u5927\u7684\u4e0a\u6da8\u6f5c\u529b\u3002<\/li><li><strong>\u5206\u62c6\u3002<\/strong>Kustomer\u662f\u4e00\u5bb6\u521d\u521b\u4f01\u4e1a\uff0c\u4e8e2020\u5e74\u5e95\u88abMeta\u4ee5\u7ea610\u4ebf\u7f8e\u5143\u7684\u4ef7\u683c\u6536\u8d2d\uff0c\u73b0\u5df2\u5206\u62c6\u51fa\u6765\uff0c\u5c06\u4f5c\u4e3a\u4e00\u5bb6\u72ec\u7acb\u516c\u53f8\u8fd0\u8425\u3002\u8fdb\u4e00\u6b65\u652f\u6301Meta\u964d\u4f4e\u6210\u672c\u548c\u91cd\u7ec4\u52aa\u529b\u7684\u610f\u56fe\u3002<\/li><li><strong>\u7b2c\u4e00\u5b63\u5ea6\u6536\u76ca\u56de\u987e\u3002<\/strong>\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\u540c\u6bd4\u589e\u957f2.7%\uff0c\u81f3286.5\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f9.9\u4ebf\u7f8e\u5143\u3002\u7b2c\u4e00\u5b63\u5ea6GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a2.20\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.23\u7f8e\u5143\u30022023\u5e743\u6708\uff0c\u5e73\u5747\u5bb6\u5ead\u65e5\u6d3b\u8dc3\u7528\u6237\u540c\u6bd4\u589e\u957f5%\uff0c\u8fbe\u523030.2\u4ebf\u7f8e\u5143\u3002<\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-708.png\" alt=\"\" class=\"wp-image-27745\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-708.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-708-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<h3 class=\"has-text-align-center has-normal-font-size wp-block-heading\"><a id=\"post-27677-_rtce9wz44r1f\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"1226\" height=\"767\" class=\"wp-image-27746\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-709.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-709.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-709-300x188.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-709-1024x641.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-709-768x480.png 768w\" sizes=\"(max-width: 1226px) 100vw, 1226px\" \/>(Source: Bloomberg)<\/h3>\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-27677-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-27747\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-710.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-710.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-710-300x64.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-711.png\" alt=\"\" class=\"wp-image-27748\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-711.png 829w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-711-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-711-768x96.png 768w\" sizes=\"(max-width: 829px) 100vw, 829px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-27677-_fginbsn8cd1z\"><\/a><a id=\"post-27677-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"544\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/image-254.png\" alt=\"\" class=\"wp-image-27769\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/image-254.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/image-254-300x174.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/image-254-768x444.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>News Feed<\/strong><\/td><\/tr><tr><td>1. <a href=\"https:\/\/www.businesstimes.com.sg\/companies-markets\/us-wall-street-ends-higher-nvidia-sparks-rush-ai-stocks\">US: Wall Street ends higher as Nvidia sparks rush for AI stocks<\/a><\/td><\/tr><tr><td>2. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2023-05-26\/emerging-debt-deal-would-raise-limit-cap-spending-for-two-years\">Emerging US Debt Deal Would Raise Limit, Cap Spending for Two Years<\/a><\/td><\/tr><tr><td>3. <a href=\"https:\/\/finance.yahoo.com\/news\/nasdaq-futures-rise-as-nvidia-shares-soar-stock-market-news-today-115101195.html\">Nasdaq surges as Nvidia soars: Stock market news today<\/a><\/td><\/tr><tr><td>4. <a href=\"https:\/\/www.reuters.com\/markets\/currencies\/dollar-ascendant-amid-resilient-us-economy-haven-demand-2023-05-25\/\">Data boosts dollar, euro dips as Germany enters recession<\/a><\/td><\/tr><tr><td>5. <a href=\"https:\/\/www.fxstreet.com\/news\/oil-price-rolls-over-on-debt-ceiling-fears-strengthening-us-dollar-202305251229\">Oil price falls after US macroeconomic data strengthens Dollar<\/a><\/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-713.png\" alt=\"\" class=\"wp-image-27750\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-713.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-713-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-27677-_qqv3rtx8nazp\"><\/a><a id=\"post-27677-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1197\" height=\"693\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-714.png\" alt=\"\" class=\"wp-image-27751\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-714.png 1197w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-714-300x174.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-714-1024x593.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-714-768x445.png 768w\" sizes=\"(max-width: 1197px) 100vw, 1197px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td>\n<p><strong>News Feed<\/strong><\/p>\n<\/td><\/tr><tr><td>\n<p>1. <a href=\"https:\/\/www.scmp.com\/business\/markets\/article\/3221746\/hong-kong-stocks-drop-xiaomi-xpeng-earnings-take-hit-chinas-weak-recovery-us-debt-ceiling-talks-sap\">Hong Kong stocks drop to 6-month low as Lenovo, Xpeng earnings take a hit from China\u2019s weak recovery, US debt ceiling talks sap sentiment<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>2. <a href=\"https:\/\/www.channelnewsasia.com\/business\/economic-reality-limit-china-response-us-chip-moves-analysts-semiconductors-3513731\">Economic reality limits China\u2019s response to US chip moves: Analysts<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>3. <a href=\"https:\/\/www.scmp.com\/economy\/china-economy\/article\/3221706\/how-are-chinese-firms-responding-buyers-dont-want-anything-made-china\">How are Chinese firms responding as foreign buyers \u2018don\u2019t want anything made in China\u2019?<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>4. <a href=\"https:\/\/www.channelnewsasia.com\/asia\/chinese-hacking-group-spying-us-critical-infrastructure-western-intelligence-3513026\">Chinese hacking group spying on US critical infrastructure, western intelligence agencies say<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>5. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/china-warnings-flash-across-global-markets-growth-disappoints\">China warnings flash across global markets as growth disappoints<\/a><\/p>\n<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\">^ Back To Top<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-715.png\" alt=\"\" class=\"wp-image-27752\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-715.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-715-300x64.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-716.png\" alt=\"\" class=\"wp-image-27753\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-716.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-716-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Cut loss on Yankuang Energy Group (1171HK) at HK$24.7 and CRCC (1766 HK) at HK$4.6.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"375\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-717.png\" alt=\"\" class=\"wp-image-27754\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-717.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-717-300x119.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/05\/word-image-717-768x305.png 768w\" sizes=\"(max-width: 943px) 100vw, 943px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\">^ Back To Top<\/a> <\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><a href=\"https:\/\/t.me\/kgisg\"><img loading=\"lazy\" decoding=\"async\" width=\"520\" height=\"142\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/06\/word-image-433.png\" alt=\"\" class=\"wp-image-17077\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/06\/word-image-433.png 520w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/06\/word-image-433-300x82.png 300w\" sizes=\"(max-width: 520px) 100vw, 520px\" \/><\/a><\/figure><\/div>\n\n\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u534e\u4fa8\u94f6\u884c (OCBC SP)\uff1a\u53d7\u76ca\u4e8e\u7f8e\u5143\u8d70\u8f6f \u4e70\u5165\u4ef7\uff1a12.1\uff0c\u76ee\u6807\u4ef7\uff1a12.5\uff0c\u6b62\u635f\u4ef7\uff1a11.9 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5.50%\u7684\u5cf0\u503c\u3002\u968f\u7740\u5229\u7387\u9884\u671f\u7684\u4e0b\u964d\uff0c\u501f\u6b3e\u4eba\u53ef\u80fd\u4e3a\u4ed6\u4eec\u7684\u8f83\u9ad8\u5229\u7387\u7684\u8d37\u6b3e\u8fdb\u884c\u518d\u878d\u8d44\u3002 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\u80a1\u606f\u6536\u76ca\u7387\u548c\u80a1\u7968\u56de\u8d2d\u3002\u534e\u4fa8\u94f6\u884c 23 \u8d22\u5e74\u7684\u80a1\u606f\u6536\u76ca\u7387\u9884\u8ba1\u4e3a 6.3%\u3002\u94f6\u884c\u8fd8\u4e00\u76f4\u5728\u901a\u8fc7\u6388\u6743\u56de\u8d2d\u5176\u80a1\u7968\u3002 23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u7b2c\u4e00\u5b63\u5ea6\u521b\u7eaa\u5f55\u7684\u51c0\u5229\u6da6\u4e3a 18.8 \u4ebf\u65b0\u5143\uff0c\u6bd4\u53bb\u5e74\u540c\u671f\u7684 13.6 \u4ebf\u65b0\u5143\u540c\u6bd4\u589e\u957f 39%\uff0c\u6bd4\u4e0a\u4e00\u5b63\u5ea6\u7684 13.1 \u4ebf\u65b0\u5143\u73af\u6bd4\u589e\u957f 44%\u3002\u51c0\u5229\u606f\u6536\u5165\u540c\u6bd4\u589e\u957f 56%\uff0c\u4ece 22 \u5e74\u7b2c\u4e00\u5b63\u5ea6\u7684 15 \u4ebf\u65b0\u5143\u589e\u81f3 23.4 \u4ebf\u65b0\u5143\uff0c\u6bd4 22 \u5e74\u7b2c\u56db\u5b63\u5ea6\u7684 23.9 \u4ebf\u65b0\u5143\u73af\u6bd4\u5c0f\u5e45\u4e0b\u964d 2%\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u65b0\u52a0\u5761\u822a\u7a7a (SIA SP)\uff1a\u7ee7\u7eed\u6062\u590d\u5230\u65b0\u51a0\u75ab\u60c5\u524d\u6c34\u5e73 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a6.40\uff0c\u76ee\u6807\u4ef7\uff1a6.80\uff0c\u6b62\u635f\u4ef7\uff1a6.20 \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 [&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-27677","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-kgi-daily-trading-ideas-chinese"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.8 - aioseo.com -->\n\t<meta name=\"description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c (Source: Bloomberg) (Source: 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 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\u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c (Source: Bloomberg) (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) \u7f8e\u56fd \u9999\u6e2f ^ Back To Top Trading Dashboard Update: Cut loss on Yankuang Energy Group (1171HK) at HK$24.7 and CRCC (1766 HK) at HK$4.6. ^ Back\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-26-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=\"2023-05-25T23:21:00+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2023-05-26T03:09:15+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2023\u5e7405\u670826\u65e5: \u534e\u4fa8\u94f6\u884c (OCBC SP), \u8c37\u6b4c (GOOG US) \u2022 KGI Singapore Research\" \/>\n\t\t<meta name=\"twitter:description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c (Source: Bloomberg) (Source: 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) \u7f8e\u56fd \u9999\u6e2f ^ Back To Top Trading Dashboard Update: Cut loss on Yankuang Energy Group (1171HK) at HK$24.7 and CRCC (1766 HK) at HK$4.6. ^ Back\" \/>\n\t\t<meta name=\"twitter:image\" 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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) 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\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) \u7f8e\u56fd \u9999\u6e2f ^ Back To Top Trading Dashboard Update: Cut loss on Yankuang Energy Group (1171HK) at HK$24.7 and CRCC (1766 HK) at HK$4.6. ^ Back","inLanguage":"en-US","isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/#website"},"breadcrumb":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-26-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-26-may-2023-zh\/#mainImage","width":750,"height":500,"caption":"Creative glowing forex chart with map on blurry background. 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\u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c (Source: Bloomberg) (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) \u7f8e\u56fd \u9999\u6e2f ^ Back To Top Trading Dashboard Update: Cut loss on Yankuang Energy Group (1171HK) at HK$24.7 and CRCC (1766 HK) at HK$4.6. ^ Back","og:url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-26-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":"2023-05-25T23:21:00+00:00","article:modified_time":"2023-05-26T03:09:15+00:00","twitter:card":"summary","twitter:title":"2023\u5e7405\u670826\u65e5: \u534e\u4fa8\u94f6\u884c (OCBC SP), \u8c37\u6b4c (GOOG US) \u2022 KGI Singapore Research","twitter:description":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c (Source: Bloomberg) (Source: Singapore Tourism Analytics Network) 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\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) \u7f8e\u56fd \u9999\u6e2f ^ Back To Top Trading Dashboard Update: Cut loss on Yankuang Energy Group (1171HK) at HK$24.7 and CRCC (1766 HK) at HK$4.6. ^ Back","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":"27677","title":"#post_title #separator_sa 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\u80a1\u606f\u6536\u76ca\u7387\u548c\u80a1\u7968\u56de\u8d2d\u3002\u534e\u4fa8\u94f6\u884c 23 \u8d22\u5e74\u7684\u80a1\u606f\u6536\u76ca\u7387\u9884\u8ba1\u4e3a 6.3%\u3002\u94f6\u884c\u8fd8\u4e00\u76f4\u5728\u901a\u8fc7\u6388\u6743\u56de\u8d2d\u5176\u80a1\u7968\u3002 23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u7b2c\u4e00\u5b63\u5ea6\u521b\u7eaa\u5f55\u7684\u51c0\u5229\u6da6\u4e3a 18.8 \u4ebf\u65b0\u5143\uff0c\u6bd4\u53bb\u5e74\u540c\u671f\u7684 13.6 \u4ebf\u65b0\u5143\u540c\u6bd4\u589e\u957f 39%\uff0c\u6bd4\u4e0a\u4e00\u5b63\u5ea6\u7684 13.1 \u4ebf\u65b0\u5143\u73af\u6bd4\u589e\u957f 44%\u3002\u51c0\u5229\u606f\u6536\u5165\u540c\u6bd4\u589e\u957f 56%\uff0c\u4ece 22 \u5e74\u7b2c\u4e00\u5b63\u5ea6\u7684 15 \u4ebf\u65b0\u5143\u589e\u81f3 23.4 \u4ebf\u65b0\u5143\uff0c\u6bd4 22 \u5e74\u7b2c\u56db\u5b63\u5ea6\u7684 23.9 \u4ebf\u65b0\u5143\u73af\u6bd4\u5c0f\u5e45\u4e0b\u964d 2%\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u65b0\u52a0\u5761\u822a\u7a7a (SIA SP)\uff1a\u7ee7\u7eed\u6062\u590d\u5230\u65b0\u51a0\u75ab\u60c5\u524d\u6c34\u5e73 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a6.40\uff0c\u76ee\u6807\u4ef7\uff1a6.80\uff0c\u6b62\u635f\u4ef7\uff1a6.20 \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&hellip;","_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/27677","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=27677"}],"version-history":[{"count":8,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/27677\/revisions"}],"predecessor-version":[{"id":27771,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/27677\/revisions\/27771"}],"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=27677"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/categories?post=27677"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/tags?post=27677"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}