{"id":29579,"date":"2023-07-05T07:09:00","date_gmt":"2023-07-04T23:09:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=29579"},"modified":"2023-07-04T18:26:39","modified_gmt":"2023-07-04T10:26:39","slug":"kgi-daily-trading-ideas-05-jul-2023-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-05-jul-2023-zh\/","title":{"rendered":"2023\u5e7407\u670805\u65e5: \u6cf0\u56fd\u917f\u9152 (THBEV SP), \u65b0\u79c0\u4e3d (1910 HK), \u7f57\u65af\u767e\u8d27 (ROST 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-29579-_w9bzdq2ry492\"><\/a><strong>\u6cf0\u56fd\u917f\u9152 (THBEV SP)\uff1a\u6d88\u8d39\u8005\u4fe1\u5fc3\u590d\u82cf<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.57\uff0c\u76ee\u6807\u4ef7\uff1a0.65\uff0c\u6b62\u635f\u4ef7\uff1a0.53<\/strong>\n  <\/li><li>\n    \u516c\u53f8\u662f\u6cf0\u56fd\u6700\u5927\u548c\u9886\u5148\u7684\u996e\u6599\u751f\u4ea7\u5546\u548c\u5206\u9500\u5546\u3002\u5b83\u7684\u8fd0\u4f5c\u88ab\u8ba4\u4e3a\u662f\u4e1c\u5357\u4e9a\u9886\u5148\u7684\u84b8\u998f\u548c\u917f\u9020\u5546\u4e4b\u4e00\u3002\u516c\u53f8\u7684\u4e3b\u8981\u4ea7\u54c1\u5305\u62ec\u5404\u79cd\u77e5\u540d\u7684\u70c8\u9152\u54c1\u724c\uff0c\u5305\u62ec\u5176\u8457\u540d\u7684\u917f\u9020\u660c\u5564\u9152\u3002\u5728\u975e\u9152\u7cbe\u996e\u6599\u7c7b\u522b\u4e2d\uff0c\u4e3b\u8981\u4ea7\u54c1\u5305\u62ec\u6c34\u3001\u594e\u5b81\u6c7d\u6c34\u3001\u80fd\u91cf\u996e\u6599\u3001\u5373\u996e\u5496\u5561\u548c\u7eff\u8336\u3002\n  <\/li><li><strong>\u6d88\u8d39\u8005\u4fe1\u5fc3\u6539\u5584\u3002<\/strong>\u6839\u636e\u6700\u65b0\u7684\u6d88\u8d39\u8005\u4fe1\u5fc3\u8c03\u67e5\uff0c5\u6708\u4efd\u6d88\u8d39\u8005\u4fe1\u5fc3\u6307\u6570\u8fbe\u523050.2\uff0c\u6062\u590d\u5230\u81ea\u65b0\u51a0\u80ba\u708e\u75ab\u60c5\u4ee5\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002\u6709\u5e0c\u671b\u7684\u590d\u82cf\u662f\u7531\u65c5\u6e38\u4e1a\u7684\u589e\u957f\u548c\u5bf9\u5de5\u519c\u4e1a\u4ea7\u54c1\u7684\u9700\u6c42\u63a8\u52a8\u7684\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6cf0\u56fd\u6d88\u8d39\u8005\u4fe1\u5fc3\u7ecf\u6d4e\u6307\u6570<\/strong>\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1226\" height=\"793\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-71.png\" alt=\"\" class=\"wp-image-29586\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-71.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-71-300x194.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-71-1024x662.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-71-768x497.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<ul class=\"wp-block-list\"><li><strong>\u6f5c\u5728\u7684\u9152\u4e1a\u98a0\u8986\u3002<\/strong>\u57282023\u5e74\u7684\u6cf0\u56fd\u5927\u9009\u4e2d\u8d62\u5f97\u591a\u6570\u5e2d\u4f4d\u7684\u524d\u8fdb\u515a\u53cd\u5bf9\u73b0\u884c\u4e25\u683c\u7684\u9152\u7c7b\u6cd5\u5f8b\uff0c\u8be5\u6cd5\u5f8b\u88ab\u89c6\u4e3a\u901a\u8fc7\u538b\u5236\u5c0f\u5564\u9152\u5382\u548c\u917f\u9152\u5382\u6765\u7ef4\u6301\u53cc\u5934\u5784\u65ad\u3002\u5206\u522b\u751f\u4ea7\u80dc\u72ee\u724c\u548c\u8c61\u724c\u5564\u9152\u7684\u80dc\u72ee\u5564\u9152\u548c\u6cf0\u56fd\u917f\u9152\u5360\u636e\u4e8693%\u7684\u5f53\u5730\u5564\u9152\u5e02\u573a\u4efd\u989d\u3002\u867d\u7136\u65b0\u653f\u5e9c\u6709\u53ef\u80fd\u653e\u5bbd\u751f\u4ea7\u9650\u5236\uff0c\u4f46\u5728\u9ad8\u901a\u8d27\u81a8\u80c0\u7684\u73af\u5883\u4e0b\uff0c\u4e24\u5927\u5de8\u5934\u7684\u89c4\u6a21\u7ecf\u6d4e\u53ef\u4ee5\u4fdd\u6301\u7a33\u5b9a\u7684\u5229\u6da6\u7387\uff0c\u56e0\u6b64\u77ed\u671f\u5185\u4e24\u5927\u5de8\u5934\u7684\u4e3b\u5bfc\u5730\u4f4d\u5c06\u4e0d\u4f1a\u6539\u53d8\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u6e29\u548c\u589e\u957f2%\uff0c\u81f3674\u4ebf\u6cf0\u94e2\u3002\u6bdb\u5229\u7387\u4e3a30.3%\uff0c\u540c\u6bd4\u589e\u957f0.06\u4e2a\u767e\u5206\u70b9\u3002\u6263\u9664\u7a0e\u6b3e\u4e0e\u5c11\u6570\u80a1\u4e1c\u6743\u76ca\u540e\u7684\u5229\u6da6\u540c\u6bd4\u6e29\u548c\u589e\u957f3%\uff0c\u81f374\u4ebf\u6cf0\u94e2\u3002\u51c0\u5229\u6da6\u7387\u4e3a10.9%\uff0c\u540c\u6bd4\u4e0a\u53470.01\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 decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-73.png\" alt=\"\" class=\"wp-image-29587\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-73.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-73-300x64.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=\"776\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-75.png\" alt=\"\" class=\"wp-image-29589\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-75.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-75-300x190.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-75-1024x648.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-75-768x486.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-29579-_uhzkqhavyvxz\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-77.png\" class=\"wp-image-29591\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-77.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-77-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-29579-_7l8preso5cex\"><\/a><strong>\u626c\u5b50\u6c5f\u8239\u4e1a (YZJSGD SP)\uff1a\u53cc\u91cd\u5229\u597d\u2014\u2014\u521b\u7eaa\u5f55\u7684\u8ba2\u5355\u548c\u75b2\u8f6f\u7684\u4eba\u6c11\u5e01<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.43\uff0c\u76ee\u6807\u4ef7\uff1a1.57\uff0c\u6b62\u635f\u4ef7\uff1a1.36<\/strong>\n  <\/li><li>\n    \u626c\u5b50\u6c5f\u8239\u4e1a\u63a7\u80a1\u6709\u9650\u516c\u53f8\u751f\u4ea7\u5404\u7c7b\u8239\u8236\u3002\u8be5\u516c\u53f8\u751f\u4ea7\u5404\u79cd\u5404\u6837\u7684\u5546\u8239\u3001\u5c0f\u578b\u6563\u8d27\u8239\u3001\u591a\u7528\u9014\u8d27\u8239\u3001\u96c6\u88c5\u7bb1\u8239\u3001\u5316\u5b66\u54c1\u6cb9\u8f6e\u3001\u6d77\u4e0a\u8865\u7ed9\u8239\u3001\u6551\u63f4\u548c\u6253\u635e\u8239\u4ee5\u53ca\u8d77\u91cd\u8239\u3002\n  <\/li><li><strong>\u83b7\u5f97\u5efa\u90206\u8258\u4e2d\u578b\u96c6\u88c5\u7bb1\u8239\u7684\u5408\u540c\u3002<\/strong>\u516c\u53f8\u521a\u521a\u4e0eA.P. Moller-Maersk\u7b7e\u8ba2\u4e86\u4e00\u4efd\u5408\u540c\uff0c\u5c06\u5728\u5185\u90e8\u5efa\u90206\u82589000 teu\u7532\u9187\u53cc\u71c3\u6599\u96c6\u88c5\u7bb1\u8239\uff0c\u9884\u8ba1\u5c06\u57282026\u5e74\u81f32027\u5e74\u4e4b\u95f4\u4ea4\u4ed8\u3002\u5b83\u4eec\u88ab\u8bbe\u8ba1\u4e3a\u4f7f\u7528\u7eff\u8272\u7532\u9187\uff0c\u5e76\u5177\u6709\u53cc\u71c3\u6599\u53d1\u52a8\u673a\uff0c\u53ef\u4ee5\u540c\u65f6\u4f7f\u7528\u71c3\u6599\u6cb9\u548c\u7532\u9187\u3002\u65b0\u8239\u7684\u5bb9\u91cf\u8d85\u8fc79000\u4e2a\u96c6\u88c5\u7bb1\uff0c\u5c06\u53d6\u4ee3Maersk\u8239\u961f\u73b0\u6709\u7684\u8239\u53ea\uff0c\u4f5c\u4e3a\u4ed6\u4eec\u5411\u66f4\u73af\u4fdd\u9009\u62e9\u8fc7\u6e21\u7684\u627f\u8bfa\u7684\u4e00\u90e8\u5206\u3002\u636e\u62a5\u9053\uff0c\u4e0e\u4f20\u7edf\u71c3\u6599\u76f8\u6bd4\uff0c\u7eff\u8272\u7532\u9187\u80fd\u591f\u663e\u8457\u51cf\u5c11\u6c2e\u6c27\u5316\u7269\u548c\u786b\u6c27\u5316\u7269\u7684\u6392\u653e\u3002\u6b64\u5916\uff0c\u8003\u8651\u5230\u56fd\u9645\u6d77\u4e8b\u7ec4\u7ec7\u7684\u89c4\u5b9a\u6b63\u5728\u63a8\u52a8\u822a\u8fd0\u4e1a\u8d70\u5411\u8131\u78b3\uff0c\u8be5\u5408\u540c\u5f88\u53ef\u80fd\u53ea\u662f\u516c\u53f8\u9020\u8239\u672a\u6765\u4e00\u7cfb\u5217\u7532\u9187\u53cc\u71c3\u6599\u8239\u961f\u8ba2\u5355\u7684\u5f00\u59cb\u3002\n  <\/li><li><strong>\u56de\u5934\u5ba2\u3002<\/strong>6\u670825\u65e5\uff0c\u516c\u53f8\u5ba3\u5e03\u4eceKlaveness combined Carriers\u516c\u53f8\u83b7\u5f97\u4e00\u4efd\u5408\u540c\uff0c\u5efa\u9020\u4e09\u825883,300DWT\u7b2c\u4e09\u4ee3CABU\u8239\uff0c\u8ba1\u5212\u57282026\u5e74\u4ea4\u4ed8\u3002\u6bcf\u8258\u8239\u7684\u5408\u540c\u4ef7\u683c\u4e3a5,640\u4e07\u7f8e\u5143\uff0c\u4f30\u8ba1\u6bcf\u8258\u8239\u7684\u4ea4\u4ed8\u6210\u672c\u7ea6\u4e3a6,050\u4e07\u7f8e\u5143\uff0c\u5305\u62ec\u96f6\u6392\u653e\u51c6\u5907\u548c\u9020\u8239\u5382\u76d1\u7763\u6210\u672c\u3002\u8fd9\u4e9b\u7ec4\u5408\u8fd0\u8f93\u8239\u53ef\u4ee5\u8fd0\u8f93\u5e72\u6e7f\u8d27\u7269\uff0c\u4e0e\u5355\u4e00\u7528\u9014\u8239\u8236\u76f8\u6bd4\uff0c\u63d0\u4f9b\u66f4\u9ad8\u7684\u64cd\u4f5c\u6548\u7387\u3002\u65b0\u8239\u5c06\u91c7\u7528\u8282\u80fd\u89e3\u51b3\u65b9\u6848\uff0c\u5982\u98ce\u529b\u8f85\u52a9\u63a8\u8fdb\uff0c\u5c06\u603b\u4e8c\u6c27\u5316\u78b3\u6392\u653e\u91cf\u51cf\u5c11\u7ea635%\u3002\u8be5\u5408\u540c\u6807\u5fd7\u7740Klaveness\u8054\u5408\u627f\u8fd0\u4eba\u7684\u91cd\u590d\u8ba2\u5355\uff0c\u51f8\u663e\u4e86\u5bf9\u516c\u53f8\u4ea4\u4ed8\u80fd\u529b\u7684\u4fe1\u4efb\u3002\n  <\/li><li><strong>\u5e74\u521d\u81f3\u4eca\u8ba2\u5355\u91cf\u8fbe\u5230\u5168\u5e74\u76ee\u6807\u3002<\/strong>\u622a\u81f36\u670826\u65e5\uff0cYZJ\u9020\u8239\u516c\u53f8\u5df2\u7ecf\u83b7\u5f97\u4e86\u603b\u517137\u8258\u8239\u7684\u8ba2\u5355\u3002\u8fc4\u4eca\u4e3a\u6b62\uff0c\u8be5\u516c\u53f8\u5df2\u83b7\u5f9769\u8258\u8239\u7684\u8ba2\u5355\uff0c\u603b\u4ef7\u503c56\u4ebf\u7f8e\u5143\uff0c\u8d85\u8fc7\u4e862023\u5e7430\u4ebf\u7f8e\u5143\u7684\u76ee\u6807\u3002\u6839\u636e\u65b0\u52a0\u5761\u8bc1\u5238\u4ea4\u6613\u6240\u7684\u4e00\u4efd\u6587\u4ef6\uff0c\u8fd9\u4f7f\u5f97\u626c\u5b50\u6c5f\u8239\u5382\u7684\u8ba2\u5355\u4ef7\u503c\u8fbe\u5230\u4e86\u6709\u53f2\u4ee5\u6765\u6700\u9ad8\u7684146\u4ebf\u7f8e\u5143\uff0c\u5171180\u8258\u8239\u3002\u5176\u4e2d\uff0c\u96c6\u88c5\u7bb1\u823916\u8258\uff0c\u6cb9\u8f6e11\u8258\uff0c\u6563\u8d27\u823910\u8258\u3002\n  <\/li><li><strong>\u200b\u200b22\u8d22\u5e74\u4e1a\u56de\u987e\u3002<\/strong>22\u8d22\u5e74\u8425\u6536\u540c\u6bd4\u589e\u957f24%\u81f3\u4eba\u6c11\u5e01207\u4ebf\u5143\u3002\u51c0\u5229\u6da6(\u9664\u6295\u8d44\u5916)\u540c\u6bd4\u589e\u957f33%\u81f3\u4eba\u6c11\u5e0126\u4ebf\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\/07\/word-image-78.png\" alt=\"\" class=\"wp-image-29594\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-78.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-78-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u80a1\u4ef7\u4e0e\u4eba\u6c11\u5e01\u4ef7\u683c\u8d70\u52bf\u6bd4\u8f83<\/strong>\n<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  <img loading=\"lazy\" decoding=\"async\" width=\"1276\" height=\"793\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-80.png\" class=\"wp-image-29595\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-80.png 1276w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-80-300x186.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-80-1024x636.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-80-768x477.png 768w\" sizes=\"(max-width: 1276px) 100vw, 1276px\" \/>\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1226\" height=\"776\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-83.png\" alt=\"\" class=\"wp-image-29598\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-83.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-83-300x190.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-83-1024x648.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-83-768x486.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-29579-_jq25f5ud8fpv\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-85.png\" class=\"wp-image-29599\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-85.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-85-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-29579-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-86.png\" class=\"wp-image-29602\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-86.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-86-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-29579-_5xvdkbqktjzs\"><\/a><strong>\u65b0\u79c0\u4e3d (1910 HK): \u9003\u79bb\u5047\u65e5\u708e\u70ed<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a22.0\uff0c\u76ee\u6807\u4ef7\uff1a24.0\uff0c\u6b62\u635f\u4ef7\uff1a21.0<\/strong>\n  <\/li><li>\n    \u65b0\u79c0\u4e3d\u56fd\u9645\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u8bbe\u8ba1\u3001\u5236\u9020\u3001\u91c7\u8d2d\u53ca\u5206\u9500\u884c\u674e\u7bb1\u3001\u5546\u52a1\u5305\u53ca\u7535\u8111\u5305\u3001\u6237\u5916\u5305\u53ca\u4f11\u95f2\u5305\u3001\u65c5\u6e38\u914d\u4ef6\u4ee5\u53ca\u4e2a\u4eba\u7535\u5b50\u8bbe\u5907\u7ea4\u8584\u4fdd\u62a4\u58f3\u4e1a\u52a1\u7684\u9999\u6e2f\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u4e09\u4e2a\u90e8\u95e8\u8fd0\u8425\u4e1a\u52a1\u3002\u65c5\u884c\u5305\u90e8\u95e8\u4e3b\u8981\u4ece\u4e8b\u7ecf\u8425\u4e09\u7c7b\u884c\u674e\u7bb1\u53ca\u62c9\u6746\u7bb1\u4e1a\u52a1\uff0c\u5305\u62ec\u786c\u8d28\u3001\u8f6f\u8d28\u548c\u6df7\u5408\u5f0f\u3002\u4f11\u95f2\u5305\u90e8\u95e8\u4e3b\u8981\u4ece\u4e8b\u7ecf\u8425\u65e5\u5e38\u751f\u6d3b\u7528\u54c1\u4e1a\u52a1\uff0c\u5305\u62ec\u4e0d\u540c\u6b3e\u5f0f\u7684\u80cc\u5305\u3001\u5973\u58eb\u53ca\u7537\u58eb\u80a9\u5305\u53ca\u53ef\u62d6\u62c9\u7684\u884c\u674e\u5305\u3002\u5546\u52a1\u5305\u90e8\u95e8\u4ece\u4e8b\u7ecf\u8425\u5546\u52a1\u7528\u9014\u4ea7\u54c1\u4e1a\u52a1\uff0c\u5305\u62ec\u62d6\u62c9\u5f0f\u79fb\u52a8\u529e\u516c\u7528\u884c\u674e\u7bb1\u3001\u624b\u63d0\u516c\u6587\u5305\u548c\u7535\u8111\u5305\u3002\n  <\/li><li><strong>\u5373\u5c06\u5230\u6765\u7684\u6691\u5047\u3002<\/strong>\u636e\u56fd\u5bb6\u79fb\u6c11\u7ba1\u7406\u5c40\u79f0\uff0c\u4e0a\u5468\u516d\u7ed3\u675f\u7684\u4e2d\u56fd\u6700\u8fd1\u7684\u7aef\u5348\u8282\u5047\u671f\u663e\u793a\u51fa\u51fa\u5883\u6e38\u7684\u660e\u663e\u590d\u82cf\u3002\u8d8a\u5883\u4eba\u6570\u7684\u589e\u52a0\u8bc1\u660e\u4e86\u8fd9\u4e00\u70b9\uff0c\u8fbe\u5230\u4e862019\u5e74\u6c34\u5e73\u768465%\u3002\u968f\u7740\u6691\u5047\u4e34\u8fd1\uff0c\u7531\u4e8e\u4e2d\u56fd\u8d74\u6d77\u5916\u65c5\u6e38\u7684\u9ad8\u5cf0\uff0c\u7b7e\u8bc1\u7533\u8bf7\u5df2\u7ecf\u5806\u79ef\u5982\u5c71\u3002\u7231\u5f7c\u8fce\u7684\u590f\u5b63\u65c5\u6e38\u62a5\u544a\u663e\u793a\uff0c\u5728\u521d\u590f\u671f\u95f4(7\u67081\u65e5\u81f315\u65e5)\uff0c\u4e2d\u56fd\u7528\u6237\u5bf9\u51fa\u5883\u6e38\u7684\u5174\u8da3\u663e\u8457\u4e0a\u5347\u3002\u4e2d\u56fd\u7528\u6237\u5bf9\u51fa\u5883\u6e38\u7684\u641c\u7d22\u5174\u8da3\u4e5f\u589e\u957f\u4e86\u8fd16\u500d\uff0c\u8d85\u8fc7\u4e86\u4eca\u5e74\u6625\u5b63\u7684\u589e\u5e45\u3002\n  <\/li><li><strong>\u9003\u79bb\u708e\u70ed\u7684\u5929\u6c14\u3002<\/strong>\u4e2d\u56fd\u56fd\u5bb6\u6c14\u8c61\u4e2d\u5fc3\u4e0a\u5468\u4e94\u53d1\u5e03\u4e86\u65b0\u4e00\u8f6e\u9ad8\u6e29\u9ec4\u8272\u9884\u8b66\uff0c\u9884\u8ba1\u70ed\u6d6a\u5c06\u5f71\u54cd\u4e2d\u56fd\u5927\u90e8\u5206\u5730\u533a\u3002\u5929\u6c14\u9884\u62a5\u9884\u6d4b\uff0c\u5317\u4eac\u3001\u5929\u6d25\u3001\u6cb3\u5317\u548c\u6cb3\u5357\u90e8\u5206\u5730\u533a\u7684\u6c14\u6e29\u5c06\u8d85\u8fc740\u6444\u6c0f\u5ea6\u3002\u968f\u7740\u6d88\u8d39\u8005\u5728\u5373\u5c06\u5230\u6765\u7684\u5047\u671f\u671f\u95f4\u5bfb\u6c42\u4ece\u708e\u70ed\u5929\u6c14\u4e2d\u77ed\u6682\u5598\u606f\uff0c\u8fd9\u79cd\u52a0\u5267\u7684\u70ed\u6d6a\u72b6\u51b5\u5bfc\u81f4\u4e86\u5bf9\u65c5\u6e38\u7684\u9700\u6c42\u589e\u52a0\u3002\n  <\/li><li><strong>\u4e0e\u65b0\u767e\u4f26\u5408\u4f5c\u3002<\/strong>2023\u5e744\u6708\uff0c\u65b0\u79c0\u4e3d\u4e0e\u65b0\u767e\u4f26\u5408\u4f5c\u63a8\u51fa\u4e86\u5168\u65b0\u7684\u201cLive United\u201d\u6d3b\u52a8\u3002\u8be5\u6d3b\u52a8\u65e8\u5728\u6ee1\u8db3\u5f53\u4eca\u6d88\u8d39\u8005\u7684\u65c5\u884c\u548c\u751f\u6d3b\u65b9\u5f0f\u9700\u6c42\u3002\u8fd9\u4e2a\u7cfb\u5217\u6709\u56db\u4e2a\u4e0d\u540c\u5c3a\u5bf8\u7684\u5305\uff0c\u4e24\u79cd\u989c\u8272\uff0c\u6ee1\u8db3\u4e0d\u540c\u65c5\u884c\u76ee\u7684\u7684\u9700\u8981\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u3002<\/strong>\u51c0\u9500\u552e\u989d\u6539\u5584\u81f38.521\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f48.5%\uff0c\u800c22\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a5,730\u4e07\u7f8e\u5143\u3002\u51c0\u5229\u6da6\u5728\u7b2c\u4e00\u5b63\u5ea6\u4e0a\u5347\u81f37,380\u4e07\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f348.4%\uff0c\u800c22\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a1,640\u4e07\u7f8e\u5143\u3002\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u548c\u644a\u8584\u6bcf\u80a1\u6536\u76ca\u4e3a5.1\u7f8e\u5206\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\/07\/word-image-88.png\" alt=\"\" class=\"wp-image-29604\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-88.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-88-300x64.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=\"776\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-90.png\" alt=\"\" class=\"wp-image-29606\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-90.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-90-300x190.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-90-1024x648.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-90-768x486.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-29579-_v0tgrq7sbyi8\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-92.png\" class=\"wp-image-29608\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-92.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-92-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-29579-_x2wsumg59ia6\"><\/a><strong>\u5156\u77ff\u80fd\u6e90 (1171 HK)\uff1a\u7164\u70ad\u7684\u5b63\u8282\u6027\u9700\u6c42\u9ad8\u5cf0<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a16.0\uff0c\u76ee\u6807\u4ef7\uff1a17.8\uff0c\u6b62\u635f\u4ef7\uff1a15.1<\/strong>\n  <\/li><li>\n    \u5156\u77ff\u80fd\u6e90\u96c6\u56e2\u80a1\u4efd\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4f4d\u4e8e\u4e2d\u56fd\u7684\u4ee5\u7164\u70ad\u3001\u7164\u5316\u5de5\u4e3a\u57fa\u7840\u7684\u56fd\u9645\u6027\u7efc\u5408\u80fd\u6e90\u516c\u53f8\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u901a\u8fc7\u4e94\u4e2a\u90e8\u95e8\u5f00\u5c55\u4e1a\u52a1\u3002\u91c7\u77ff\u4e1a\u52a1\u90e8\u95e8\u4ece\u4e8b\u5730\u4e0b\u53ca\u9732\u5929\u7164\u70ad\u5f00\u91c7\u3001\u6d17\u9009\u52a0\u5de5\u53ca\u9500\u552e\u548c\u94be\u77ff\u52d8\u63a2\u3002\u667a\u6167\u7269\u6d41\u90e8\u95e8\u63d0\u4f9b\u94c1\u8def\u8fd0\u8f93\u670d\u52a1\u3002\u7535\u529b\u53ca\u4f9b\u70ed\u4e1a\u52a1\u90e8\u95e8\u63d0\u4f9b\u7535\u529b\u548c\u76f8\u5173\u4f9b\u70ed\u4e1a\u52a1\u3002\u88c5\u5907\u5236\u9020\u90e8\u95e8\u4ece\u4e8b\u7efc\u5408\u7164\u70ad\u5f00\u91c7\u548c\u6316\u6398\u8bbe\u5907\u7684\u5236\u9020\u3002\u5316\u5de5\u4ea7\u54c1\u90e8\u95e8\u4ece\u4e8b\u5316\u5de5\u4ea7\u54c1\u7684\u751f\u4ea7\u53ca\u9500\u552e\u3002\u8be5\u516c\u53f8\u7164\u70ad\u4ea7\u54c1\u4e3b\u8981\u5305\u62ec\u52a8\u529b\u7164\u3001\u55b7\u5439\u7164\uff08PCI\uff09\u3001\u7126\u7164\uff0c\u9002\u7528\u4e8e\u7535\u529b\u3001\u51b6\u91d1\u53ca\u5316\u5de5\u7b49\u884c\u4e1a\u3002\u7164\u70ad\u4ea7\u54c1\u4e3b\u8981\u5e02\u573a\u5305\u62ec\u4e2d\u56fd\u7684\u534e\u4e1c\u3001\u534e\u5317\u3001\u534e\u5357\u3001\u897f\u5317\u7b49\u5730\u533a\u53ca\u65e5\u672c\u3001\u97e9\u56fd\u3001\u65b0\u52a0\u5761\u3001\u6fb3\u5927\u5229\u4e9a\u7b49\u56fd\u5bb6\u3002\u7164\u5316\u5de5\u4ea7\u54c1\u4e3b\u8981\u5305\u62ec\u7532\u9187\u3001\u4e59\u4e8c\u9187\u3001\u918b\u9178\u3001\u918b\u9178\u4e59\u916f\u3001\u7c97\u6db2\u4f53\u8721\u7b49\uff0c\u4e3b\u8981\u9500\u5f80\u4e2d\u56fd\u7684\u534e\u5317\u3001\u534e\u4e1c\u3001\u897f\u5317\u7b49\u5730\u533a\u3002\n  <\/li><li><strong>\u708e\u70ed\u7684\u5929\u6c14\u63a8\u52a8\u4e86\u5bf9\u7164\u70ad\u7684\u9700\u6c42\u3002<\/strong>\u6700\u8fd1\uff0c\u4e2d\u56fd\u6c14\u8c61\u5c40\u91c7\u53d6\u4e86\u884c\u52a8\uff0c\u4ee5\u5e94\u5bf9\u9884\u8ba1\u5728\u672a\u6765\u51e0\u5929\u5c06\u5f71\u54cd\u5168\u56fd\u5927\u90e8\u5206\u5730\u533a\u7684\u9ad8\u6e29\u548c\u66b4\u96e8\u7684\u9884\u6d4b\u3002\u9996\u90fd\u5317\u4eac\u5c06\u708e\u70ed\u5929\u6c14\u9884\u8b66\u63d0\u5347\u81f3\u6700\u9ad8\u7ea7\u522b\uff0c\u88ab\u6307\u5b9a\u4e3a\u7ea2\u8272\uff0c\u8fd9\u662f\u81ea2015\u5e746\u6708\u91c7\u7528\u65b0\u7684\u5206\u7c7b\u7cfb\u7edf\u4ee5\u6765\u9996\u6b21\u53d1\u5e03\u6b64\u7c7b\u9884\u8b66\u3002\u968f\u7740\u4e2d\u56fd\u6d88\u8d39\u8005\u4e3a\u8eb2\u907f\u708e\u70ed\u5929\u6c14\u800c\u7528\u7535\u6fc0\u589e\uff0c\u9884\u8ba1\u8fd9\u5c06\u63a8\u9ad8\u5bf9\u7164\u70ad\u7684\u9700\u6c42\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u52a8\u529b\u7164\u4ef7\u683c\u8d70\u52bf<\/strong>\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1276\" height=\"793\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-94.png\" alt=\"\" class=\"wp-image-29610\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-94.png 1276w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-94-300x186.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-94-1024x636.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-94-768x477.png 768w\" sizes=\"(max-width: 1276px) 100vw, 1276px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>     \u5373\u5c06\u4e3e\u884c\u7684\u5927\u4f1a\u3002\u5156\u77ff\u80fd\u6e90\u96c6\u56e2\u5c06\u4e8e2023\u5e746\u670830\u65e5\u4e3e\u884c\u5e74\u5ea6\u80a1\u4e1c\u5927\u4f1a\uff0c\u80a1\u4e1c\u5c06\u5c31\u6536\u8d2d\u9c81\u897f\u77ff\u4e1a51%\u80a1\u6743\u548c\u65b0\u7586\u80fd\u534e51%\u80a1\u6743\u8fdb\u884c\u6295\u7968\u3002\u516c\u53f8\u63d0\u5230\uff0c\u62df\u6536\u8d2d\u4f18\u8d28\u8d44\u4ea7\u548c\u63a7\u5236\u751f\u4ea7\u4e2d\u7684\u6210\u719f\u77ff\u5c71\u662f\u4e3a\u4e86\u5b9e\u73b0\u6536\u5165\u6d41\u5165\u5408\u5e76\u8d22\u52a1\u62a5\u8868\u3002\u6210\u529f\u6536\u8d2d\u8fd9\u4e9b\u8d44\u4ea7\u5c06\u63d0\u5347\u5156\u77ff\u80fd\u6e90\u96c6\u56e2\u7684\u751f\u4ea7\u80fd\u529b\uff0c\u9c81\u897f\u77ff\u4e1a\u548c\u65b0\u7586\u80fd\u534e\u57282022\u5e74\u5b9e\u73b0\u7164\u70ad\u603b\u4ea7\u91cf3,181\u4e07\u5428\uff0c\u9884\u8ba1\u52302025\u5e74\u5c06\u8fbe\u52303,989\u4e07\u5428\u7684\u4ea7\u80fd\u3002   <\/li><li><strong>23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u3002<\/strong>\u8425\u4e1a\u6536\u5165\u589e\u81f3\u4eba\u6c11\u5e01444\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f7.82%\uff0c\u800c2012\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e01412\u4ebf\u5143\u3002\u51c0\u5229\u6da6\u4ece22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u768467\u4ebf\u5143\u964d\u81f323\u5e74\u7b2c\u4e00\u5b63\u5ea6\u768456\u4ebf\u5143\u3002\u62a5\u544a\u6bcf\u80a1\u6536\u76ca\u4e3a1.16\u5143\uff0c\u540c\u6bd4\u4e0b\u964d\u3002   <\/li><li><strong>\u9ad8\u80a1\u606f\u7387\u3002<\/strong>23\/24\u8d22\u5e74\u7684\u9884\u671f\u80a1\u606f\u7387\u5206\u522b\u4e3a15.5%\/14.5%\u3002   <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>   <a id=\"post-29579-_95p58u4jn0zj\"><\/a><\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-29579-_4v5izbjiu8ti\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"1226\" height=\"787\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-97.png\" class=\"wp-image-29615\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-97.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-97-300x193.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-97-1024x657.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-97-768x493.png 768w\" sizes=\"(max-width: 1226px) 100vw, 1226px\" \/><\/strong><\/h3>\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\/07\/word-image-100.png\" alt=\"\" class=\"wp-image-29616\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-100.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-100-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-29579-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-101.png\" class=\"wp-image-29619\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-101.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-101-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-101-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-29579-_jfobo2m1urtt\"><\/a><strong>\u7f57\u65af\u767e\u8d27 (ROST US)\uff1a\u8868\u73b0\u5f3a\u52b2<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\u4ef7\uff1a110\uff0c\u76ee\u6807\u4ef7\uff1a122\uff0c\u6b62\u635f\u4ef7\uff1a105<\/strong>\n  <\/li><li>\n    \u516c\u53f8\u7ecf\u8425\u4e24\u4e2a\u54c1\u724c\u7684\u6298\u6263\u96f6\u552e\u670d\u88c5\u548c\u5bb6\u5c45\u914d\u9970\u5546\u5e97\u3002\u7f57\u65af\u5546\u5e97\u4ee5\u6298\u6263\u4ef7\u63d0\u4f9b\u540d\u724c\u548c\u8bbe\u8ba1\u5e08\u670d\u88c5\uff0c\u914d\u4ef6\uff0c\u978b\u7c7b\u548c\u5bb6\u5c45\u65f6\u5c1a\u3002\u7f57\u65af\u5546\u5e97\u5728\u7f8e\u56fd\u4e3a\u987e\u5ba2\u63d0\u4f9b\u670d\u52a1\u3002\n  <\/li><li><strong>\u5f3a\u52b2\u7684\u52bf\u5934\u3002<\/strong>\u5c3d\u7ba1\u8fd1\u671f\u901a\u80c0\u538b\u529b\u4ee4\u4eba\u62c5\u5fe7\uff0c\u4f46\u516c\u53f8\u9884\u8ba1\u5c06\u7ee7\u7eed\u4fdd\u6301\u589e\u957f\u52bf\u5934\uff0c\u56e0\u4e3a\u5b83\u63d0\u4f9b\u4e86\u5f3a\u5927\u7684\u4ef7\u503c\uff0c\u6b63\u5728\u8fdb\u884c\u7684\u95e8\u5e97\u6269\u5f20\u52aa\u529b\uff0c\u4ee5\u53ca\u8fd0\u8d39\u7684\u51cf\u5c11\u3002\u8be5\u516c\u53f8\u6709\u6548\u5730\u5229\u7528\u4e86\u9884\u7b97\u610f\u8bc6\u8f83\u5f3a\u7684\u6d88\u8d39\u8005\u5e02\u573a\uff0c\u5728\u5145\u6ee1\u6311\u6218\u7684\u7ecf\u6d4e\u6761\u4ef6\u4e0b\u5bfb\u6c42\u5408\u7406\u7684\u4ef7\u683c\u3002\u7531\u4e8e\u987e\u5ba2\u79ef\u6781\u5bfb\u6c42\u6709\u5438\u5f15\u529b\u7684\u4fbf\u5b9c\u8d27\uff0c\u516c\u53f8\u7684\u9500\u552e\u989d\u6709\u6240\u4e0a\u5347\uff0c\u800c\u8f83\u4f4e\u7684\u8fd0\u8d39\u4e5f\u5bf9\u5176\u5546\u54c1\u5229\u6da6\u7387\u4ea7\u751f\u4e86\u79ef\u6781\u5f71\u54cd\u3002\u5728\u4e0d\u786e\u5b9a\u65f6\u671f\uff0c\u9ad8\u6536\u5165\u7684\u8d2d\u7269\u8005\u4f1a\u8f6c\u5411\u4f4e\u4ef7\u96f6\u552e\u5546\uff0c\u8fd9\u79cd\u201c\u6298\u4ef7\u4ea4\u6613\u6548\u5e94\u201d\u8fdb\u4e00\u6b65\u8ba9\u7f57\u65af\u767e\u8d27\u516c\u53f8\u53d7\u76ca\u3002\u51ed\u501f\u5176\u6709\u5229\u7684\u5e93\u5b58\u6536\u8d2d\u52a8\u6001\u548c\u5bf9\u4fbf\u5b9c\u8d27\u7684\u5f3a\u52b2\u9700\u6c42\uff0c\u8be5\u516c\u53f8\u4ecd\u7136\u5904\u4e8e\u6709\u5229\u5730\u4f4d\uff0c\u4ee5\u8fce\u5408\u8c28\u614e\u7684\u6d88\u8d39\u8005\u60c5\u7eea\uff0c\u5e76\u5728\u5f53\u524d\u7684\u96f6\u552e\u73af\u5883\u4e2d\u7ee7\u7eed\u84ec\u52c3\u53d1\u5c55\u3002\n  <\/li><li><strong>\u6d88\u8d39\u8005\u4fe1\u5fc3\u589e\u5f3a\u3002<\/strong>\u5f3a\u52b2\u7684\u6d88\u8d39\u8005\u9700\u6c42\u63a8\u52a8\u4e86\u7f57\u65af\u767e\u8d27\u516c\u53f8\u5728\u53ef\u81ea\u7531\u652f\u914d\u7269\u54c1\u4e0a\u7684\u652f\u51fa\u589e\u52a0\uff0c\u4ece\u800c\u63d0\u9ad8\u4e86\u516c\u53f8\u7684\u9500\u552e\u989d\u548c\u6536\u5165\u3002\u6b64\u5916\uff0c\u79ef\u6781\u7684\u6d88\u8d39\u8005\u60c5\u7eea\u5bfc\u81f4\u96f6\u552e\u5546\u5e97\u7684\u5ba2\u6d41\u91cf\u589e\u52a0\uff0c\u5305\u62ec\u7f57\u65af\u5546\u5e97\uff0c\u56e0\u4e3a\u987e\u5ba2\u79ef\u6781\u5bfb\u6c42\u5b9e\u60e0\u7684\u4ef7\u683c\u548c\u4fbf\u5b9c\u8d27\u3002\u5ba2\u6d41\u91cf\u7684\u6fc0\u589e\u521b\u9020\u4e86\u66f4\u591a\u7684\u9500\u552e\u673a\u4f1a\uff0c\u800c\u6ee1\u610f\u548c\u81ea\u4fe1\u7684\u5ba2\u6237\u57f9\u517b\u4e86\u5ba2\u6237\u5fe0\u8bda\u5ea6\u548c\u56de\u5934\u5ba2\u3002\u603b\u4f53\u800c\u8a00\uff0c\u6d88\u8d39\u8005\u4fe1\u5fc3\u589e\u5f3a\u7684\u79ef\u6781\u5f71\u54cd\u9884\u8ba1\u5c06\u63a8\u52a8\u516c\u53f8\u6536\u5165\u589e\u52a0\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7f8e\u56fd\u6d88\u8d39\u8005\u4fe1\u5fc3\u4e0e\u516c\u53f8\u80a1\u7968\u4ef7\u683c\u6bd4\u8f83<img loading=\"lazy\" decoding=\"async\" width=\"1008\" height=\"793\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-104.png\" class=\"wp-image-29620\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-104.png 1008w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-104-300x236.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-104-768x604.png 768w\" sizes=\"(max-width: 1008px) 100vw, 1008px\" \/><\/strong>\n<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u7b2c\u4e00\u5b63\u5ea6\u6536\u76ca\u56de\u987e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u589e\u957f3.7%\uff0c\u81f344.9\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f1,000\u4e07\u7f8e\u5143\u3002GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a1.09\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.02\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\/07\/word-image-105.png\" alt=\"\" class=\"wp-image-29622\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-105.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-105-300x64.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=\"776\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-107.png\" alt=\"\" class=\"wp-image-29625\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-107.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-107-300x190.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-107-1024x648.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-107-768x486.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-29579-_k6bubwvkl8o3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-109.png\" class=\"wp-image-29626\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-109.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-109-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-109-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-29579-_pwrvtztyvzb5\"><\/a><strong>\u60e0\u800c\u6d66 (WHR US)\uff1a\u5bb6\u7535\u9500\u552e\u590d\u82cf<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\u4ef7\uff1a146\uff0c\u76ee\u6807\u4ef7\uff1a160\uff0c\u6b62\u635f\u4ef7\uff1a139<\/strong>\n  <\/li><li>\n    \u60e0\u800c\u6d66\u516c\u53f8\u751f\u4ea7\u548c\u9500\u552e\u4e3b\u8981\u7684\u5bb6\u7528\u7535\u5668\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u7684\u4e3b\u8981\u4ea7\u54c1\u5305\u62ec\u6d17\u8863\u7535\u5668\uff0c\u5236\u51b7\uff0c\u623f\u95f4\u7a7a\u8c03\u8bbe\u5907\uff0c\u70f9\u996a\u7535\u5668\uff0c\u6d17\u7897\u673a\uff0c\u6405\u62cc\u673a\u548c\u5176\u4ed6\u5c0f\u5bb6\u7535\u3002\u60e0\u800c\u6d66\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002\n  <\/li><li><strong>\u968f\u7740\u623f\u4ef7\u4e0b\u8dcc\uff0c\u7f8e\u56fd\u623f\u5c4b\u9500\u552e\u8df3\u6da8\u3002<\/strong>\u7531\u4e8e\u4e8c\u624b\u623f\u77ed\u7f3a\uff0c\u7f8e\u56fd5\u6708\u4efd\u65b0\u5355\u6237\u4f4f\u5b85\u9500\u552e\u8fbe\u5230\u8fd1\u4e00\u5e74\u534a\u4ee5\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002\u7f8e\u56fd\u5546\u52a1\u90e8\u62a5\u544a\u79f0\uff0c\u65b0\u589e\u5c31\u4e1a\u4eba\u6570\u6fc0\u589e12.2%\uff0c\u8fbe\u523076.3\u4e07\u6237\uff0c\u4e3a2022\u5e742\u6708\u4ee5\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002\u5728\u57fa\u7840\u8bbe\u65bd\u548c\u6e05\u6d01\u80fd\u6e90\u8865\u8d34\u7684\u63a8\u52a8\u4e0b\uff0c\u4eca\u5e74\u65b0\u5236\u9020\u8bbe\u65bd\u7684\u5b9e\u9645\u5efa\u8bbe\u652f\u51fa\u4e5f\u7ffb\u4e86\u4e00\u756a\u3002\u5c3d\u7ba1\u62b5\u62bc\u8d37\u6b3e\u5229\u7387\u4e0a\u5347\uff0c\u4f46\u4e1c\u5317\u90e8\u3001\u5357\u90e8\u548c\u897f\u90e8\u7684\u65b0\u5c4b\u9500\u552e\u5374\u6709\u6240\u589e\u52a0\u3002\u65b0\u623f\u4ef7\u683c\u4e2d\u4f4d\u6570\u6bd4\u53bb\u5e74\u4e0b\u964d\u4e867.6%\uff0c\u5e02\u573a\u4e0a\u7684\u623f\u5c4b\u4f9b\u5e94\u7565\u6709\u51cf\u5c11\u3002\u623f\u5730\u4ea7\u5e02\u573a\u7684\u590d\u82cf\u8ff9\u8c61\u5f88\u53ef\u80fd\u4f1a\u4fc3\u8fdb\u5bb6\u7535\u8d2d\u4e70\u7684\u589e\u52a0\u3002\u968f\u7740\u623f\u5730\u4ea7\u5e02\u573a\u7684\u6539\u5584\u548c\u65b0\u623f\u7684\u9500\u552e\u901f\u5ea6\u7684\u63d0\u9ad8\uff0c\u65b0\u623f\u4e3b\u901a\u5e38\u9700\u8981\u4e3a\u4ed6\u4eec\u7684\u623f\u5b50\u914d\u5907\u4e00\u4e9b\u57fa\u672c\u7684\u7535\u5668\uff0c\u6bd4\u5982\u51b0\u7bb1\u3001\u7089\u5b50\u3001\u6d17\u8863\u673a\u3001\u70d8\u5e72\u673a\u7b49\u7b49\u3002\n  <\/li><li><strong>\u6d88\u8d39\u8005\u4fe1\u5fc3\u4e0a\u5347\u3002<\/strong>\u7f8e\u56fd6\u6708\u4efd\u6d88\u8d39\u8005\u4fe1\u5fc3\u98d9\u5347\u81f3\u8fd1\u4e00\u5e74\u534a\u4ee5\u6765\u7684\u6700\u9ad8\u6c34\u5e73\uff0c\u8d85\u51fa\u9884\u671f\uff0c\u662f2022\u5e741\u6708\u4ee5\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002\u8fd9\u4e00\u589e\u957f\u572835\u5c81\u4ee5\u4e0b\u548c\u6536\u5165\u8d85\u8fc73.5\u4e07\u7f8e\u5143\u7684\u6d88\u8d39\u8005\u4e2d\u5c24\u4e3a\u660e\u663e\u3002\u5f3a\u52b2\u7684\u7ecf\u6d4e\u6307\u6807\uff0c\u5982\u6d88\u8d39\u8005\u4fe1\u5fc3\u589e\u5f3a\u3001\u65b0\u5c4b\u9500\u552e\u610f\u5916\u589e\u957f\uff0c\u4ee5\u53ca\u5bf9\u9ad8\u4ef7\u5236\u6210\u54c1\u7684\u5f3a\u52b2\u9700\u6c42\uff0c\u8ba9\u6295\u8d44\u8005\u5bf9\u6574\u4f53\u7ecf\u6d4e\u524d\u666f\u653e\u5fc3\u3002\u4f4f\u623f\u5e02\u573a\u7684\u79ef\u6781\u8d8b\u52bf\uff0c\u52a0\u4e0a\u6d88\u8d39\u8005\u4fe1\u5fc3\u7684\u589e\u5f3a\uff0c\u53ef\u80fd\u4f1a\u9f13\u52b1\u73b0\u6709\u623f\u4e3b\u6295\u8d44\u8d2d\u4e70\u65b0\u5bb6\u7535\uff0c\u4ece\u800c\u63d0\u632f\u5bb6\u7535\u884c\u4e1a\u7684\u9500\u552e\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7f8e\u56fd\u7ecf\u6d4e\u8c18\u5546\u4f1a\u6d88\u8d39\u8005\u4fe1\u5fc3\u6307\u6570<img loading=\"lazy\" decoding=\"async\" width=\"1276\" height=\"804\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-111.png\" class=\"wp-image-29628\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-111.png 1276w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-111-300x189.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-111-1024x645.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-111-768x484.png 768w\" sizes=\"(max-width: 1276px) 100vw, 1276px\" \/><\/strong>\n<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u4e0b\u964d6.8%\uff0c\u81f346.5\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f1.5\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a2.66\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad80.49\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u5f3a\u52b2\u7684\u4e1a\u7ee9\u5f97\u76ca\u4e8e\u5317\u7f8e\u5e02\u573a\u5bf9\u5176\u51b0\u7bb1\u548c\u6d17\u8863\u673a\u7684\u5f3a\u52b2\u9700\u6c42\u3002\u5317\u7f8e\u662f\u8be5\u516c\u53f8\u6700\u5927\u7684\u5e02\u573a\u3002\u9884\u8ba123\u8d22\u5e74\u9500\u552e\u989d\u5c06\u8fbe\u5230\u7ea6194\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\/07\/word-image-113.png\" alt=\"\" class=\"wp-image-29631\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-113.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-113-300x64.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=\"787\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-115.png\" alt=\"\" class=\"wp-image-29633\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-115.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-115-300x193.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-115-1024x657.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-115-768x493.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<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-29579-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-118.png\" class=\"wp-image-29635\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-118.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-118-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"829\" height=\"104\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-119.png\" alt=\"\" class=\"wp-image-29636\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-119.png 829w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-119-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-119-768x96.png 768w\" sizes=\"(max-width: 829px) 100vw, 829px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-29579-_fginbsn8cd1z\"><\/a><a id=\"post-29579-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\n  The United States market was closed yesterday in observance of a public holiday (Independence Day). Trading resumes on Wednesday, 05 July.\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\/07\/word-image-121.png\" alt=\"\" class=\"wp-image-29639\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-121.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-121-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-29579-_qqv3rtx8nazp\"><\/a><a id=\"post-29579-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1644\" height=\"961\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-124.png\" alt=\"\" class=\"wp-image-29641\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-124.png 1644w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-124-300x175.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-124-1024x599.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-124-768x449.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-124-1536x898.png 1536w\" sizes=\"(max-width: 1644px) 100vw, 1644px\" \/><\/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.channelnewsasia.com\/business\/beijing-jabs-us-china-tech-fight-chip-material-export-curbs-3604296\">Beijing jabs in US-China tech fight with chip material export curbs<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.channelnewsasia.com\/asia\/putin-xi-jinping-modi-india-russia-china-online-summit-iran-3604121\">Putin, Xi to attend virtual SCO summit hosted by India\u2019s Modi<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.channelnewsasia.com\/asia\/china-flood-heatwave-natural-disasters-july-3604616\">China warns of \u2018multiple natural disasters\u2019 in July<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.scmp.com\/economy\/economic-indicators\/article\/3226474\/china-gdp-rising-uncertainty-economic-recovery-slows-amid-mounting-problems\">China GDP: \u2018rising uncertainty\u2019 as economic recovery slows amid mounting problems<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.channelnewsasia.com\/business\/china-state-lenders-lower-dollar-deposit-rates-second-time-month-sources-3604781\">China state lenders lower dollar deposit rates for second time in a month \u2013 sources<\/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\/07\/word-image-126.png\" alt=\"\" class=\"wp-image-29642\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-126.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-126-300x64.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\/07\/word-image-127.png\" alt=\"\" class=\"wp-image-29644\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-127.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-127-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Add Thaibev (THBEV SP) at S$0.57.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"494\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-128.png\" alt=\"\" class=\"wp-image-29645\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-128.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-128-300x157.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-128-768x402.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 \u6cf0\u56fd\u917f\u9152 (THBEV SP)\uff1a\u6d88\u8d39\u8005\u4fe1\u5fc3\u590d\u82cf \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.57\uff0c\u76ee\u6807\u4ef7\uff1a0.65\uff0c\u6b62\u635f\u4ef7\uff1a0.53 \u516c\u53f8\u662f\u6cf0\u56fd\u6700\u5927\u548c\u9886\u5148\u7684\u996e\u6599\u751f\u4ea7\u5546\u548c\u5206\u9500\u5546\u3002\u5b83\u7684\u8fd0\u4f5c\u88ab\u8ba4\u4e3a\u662f\u4e1c\u5357\u4e9a\u9886\u5148\u7684\u84b8\u998f\u548c\u917f\u9020\u5546\u4e4b\u4e00\u3002\u516c\u53f8\u7684\u4e3b\u8981\u4ea7\u54c1\u5305\u62ec\u5404\u79cd\u77e5\u540d\u7684\u70c8\u9152\u54c1\u724c\uff0c\u5305\u62ec\u5176\u8457\u540d\u7684\u917f\u9020\u660c\u5564\u9152\u3002\u5728\u975e\u9152\u7cbe\u996e\u6599\u7c7b\u522b\u4e2d\uff0c\u4e3b\u8981\u4ea7\u54c1\u5305\u62ec\u6c34\u3001\u594e\u5b81\u6c7d\u6c34\u3001\u80fd\u91cf\u996e\u6599\u3001\u5373\u996e\u5496\u5561\u548c\u7eff\u8336\u3002 \u6d88\u8d39\u8005\u4fe1\u5fc3\u6539\u5584\u3002\u6839\u636e\u6700\u65b0\u7684\u6d88\u8d39\u8005\u4fe1\u5fc3\u8c03\u67e5\uff0c5\u6708\u4efd\u6d88\u8d39\u8005\u4fe1\u5fc3\u6307\u6570\u8fbe\u523050.2\uff0c\u6062\u590d\u5230\u81ea\u65b0\u51a0\u80ba\u708e\u75ab\u60c5\u4ee5\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002\u6709\u5e0c\u671b\u7684\u590d\u82cf\u662f\u7531\u65c5\u6e38\u4e1a\u7684\u589e\u957f\u548c\u5bf9\u5de5\u519c\u4e1a\u4ea7\u54c1\u7684\u9700\u6c42\u63a8\u52a8\u7684\u3002 \u6cf0\u56fd\u6d88\u8d39\u8005\u4fe1\u5fc3\u7ecf\u6d4e\u6307\u6570 (Source: Bloomberg) \u6f5c\u5728\u7684\u9152\u4e1a\u98a0\u8986\u3002\u57282023\u5e74\u7684\u6cf0\u56fd\u5927\u9009\u4e2d\u8d62\u5f97\u591a\u6570\u5e2d\u4f4d\u7684\u524d\u8fdb\u515a\u53cd\u5bf9\u73b0\u884c\u4e25\u683c\u7684\u9152\u7c7b\u6cd5\u5f8b\uff0c\u8be5\u6cd5\u5f8b\u88ab\u89c6\u4e3a\u901a\u8fc7\u538b\u5236\u5c0f\u5564\u9152\u5382\u548c\u917f\u9152\u5382\u6765\u7ef4\u6301\u53cc\u5934\u5784\u65ad\u3002\u5206\u522b\u751f\u4ea7\u80dc\u72ee\u724c\u548c\u8c61\u724c\u5564\u9152\u7684\u80dc\u72ee\u5564\u9152\u548c\u6cf0\u56fd\u917f\u9152\u5360\u636e\u4e8693%\u7684\u5f53\u5730\u5564\u9152\u5e02\u573a\u4efd\u989d\u3002\u867d\u7136\u65b0\u653f\u5e9c\u6709\u53ef\u80fd\u653e\u5bbd\u751f\u4ea7\u9650\u5236\uff0c\u4f46\u5728\u9ad8\u901a\u8d27\u81a8\u80c0\u7684\u73af\u5883\u4e0b\uff0c\u4e24\u5927\u5de8\u5934\u7684\u89c4\u6a21\u7ecf\u6d4e\u53ef\u4ee5\u4fdd\u6301\u7a33\u5b9a\u7684\u5229\u6da6\u7387\uff0c\u56e0\u6b64\u77ed\u671f\u5185\u4e24\u5927\u5de8\u5934\u7684\u4e3b\u5bfc\u5730\u4f4d\u5c06\u4e0d\u4f1a\u6539\u53d8\u3002 23\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u6e29\u548c\u589e\u957f2%\uff0c\u81f3674\u4ebf\u6cf0\u94e2\u3002\u6bdb\u5229\u7387\u4e3a30.3%\uff0c\u540c\u6bd4\u589e\u957f0.06\u4e2a\u767e\u5206\u70b9\u3002\u6263\u9664\u7a0e\u6b3e\u4e0e\u5c11\u6570\u80a1\u4e1c\u6743\u76ca\u540e\u7684\u5229\u6da6\u540c\u6bd4\u6e29\u548c\u589e\u957f3%\uff0c\u81f374\u4ebf\u6cf0\u94e2\u3002\u51c0\u5229\u6da6\u7387\u4e3a10.9%\uff0c\u540c\u6bd4\u4e0a\u53470.01\u4e2a\u767e\u5206\u70b9\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u626c\u5b50\u6c5f\u8239\u4e1a (YZJSGD SP)\uff1a\u53cc\u91cd\u5229\u597d\u2014\u2014\u521b\u7eaa\u5f55\u7684\u8ba2\u5355\u548c\u75b2\u8f6f\u7684\u4eba\u6c11\u5e01 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.43\uff0c\u76ee\u6807\u4ef7\uff1a1.57\uff0c\u6b62\u635f\u4ef7\uff1a1.36 \u626c\u5b50\u6c5f\u8239\u4e1a\u63a7\u80a1\u6709\u9650\u516c\u53f8\u751f\u4ea7\u5404\u7c7b\u8239\u8236\u3002\u8be5\u516c\u53f8\u751f\u4ea7\u5404\u79cd\u5404\u6837\u7684\u5546\u8239\u3001\u5c0f\u578b\u6563\u8d27\u8239\u3001\u591a\u7528\u9014\u8d27\u8239\u3001\u96c6\u88c5\u7bb1\u8239\u3001\u5316\u5b66\u54c1\u6cb9\u8f6e\u3001\u6d77\u4e0a\u8865\u7ed9\u8239\u3001\u6551\u63f4\u548c\u6253\u635e\u8239\u4ee5\u53ca\u8d77\u91cd\u8239\u3002 \u83b7\u5f97\u5efa\u90206\u8258\u4e2d\u578b\u96c6\u88c5\u7bb1\u8239\u7684\u5408\u540c\u3002\u516c\u53f8\u521a\u521a\u4e0eA.P. Moller-Maersk\u7b7e\u8ba2\u4e86\u4e00\u4efd\u5408\u540c\uff0c\u5c06\u5728\u5185\u90e8\u5efa\u90206\u82589000 teu\u7532\u9187\u53cc\u71c3\u6599\u96c6\u88c5\u7bb1\u8239\uff0c\u9884\u8ba1\u5c06\u57282026\u5e74\u81f32027\u5e74\u4e4b\u95f4\u4ea4\u4ed8\u3002\u5b83\u4eec\u88ab\u8bbe\u8ba1\u4e3a\u4f7f\u7528\u7eff\u8272\u7532\u9187\uff0c\u5e76\u5177\u6709\u53cc\u71c3\u6599\u53d1\u52a8\u673a\uff0c\u53ef\u4ee5\u540c\u65f6\u4f7f\u7528\u71c3\u6599\u6cb9\u548c\u7532\u9187\u3002\u65b0\u8239\u7684\u5bb9\u91cf\u8d85\u8fc79000\u4e2a\u96c6\u88c5\u7bb1\uff0c\u5c06\u53d6\u4ee3Maersk\u8239\u961f\u73b0\u6709\u7684\u8239\u53ea\uff0c\u4f5c\u4e3a\u4ed6\u4eec\u5411\u66f4\u73af\u4fdd\u9009\u62e9\u8fc7\u6e21\u7684\u627f\u8bfa\u7684\u4e00\u90e8\u5206\u3002\u636e\u62a5\u9053\uff0c\u4e0e\u4f20\u7edf\u71c3\u6599\u76f8\u6bd4\uff0c\u7eff\u8272\u7532\u9187\u80fd\u591f\u663e\u8457\u51cf\u5c11\u6c2e\u6c27\u5316\u7269\u548c\u786b\u6c27\u5316\u7269\u7684\u6392\u653e\u3002\u6b64\u5916\uff0c\u8003\u8651\u5230\u56fd\u9645\u6d77\u4e8b\u7ec4\u7ec7\u7684\u89c4\u5b9a\u6b63\u5728\u63a8\u52a8\u822a\u8fd0\u4e1a\u8d70\u5411\u8131\u78b3\uff0c\u8be5\u5408\u540c\u5f88\u53ef\u80fd\u53ea\u662f\u516c\u53f8\u9020\u8239\u672a\u6765\u4e00\u7cfb\u5217\u7532\u9187\u53cc\u71c3\u6599\u8239\u961f\u8ba2\u5355\u7684\u5f00\u59cb\u3002 \u56de\u5934\u5ba2\u30026\u670825\u65e5\uff0c\u516c\u53f8\u5ba3\u5e03\u4eceKlaveness combined Carriers\u516c\u53f8\u83b7\u5f97\u4e00\u4efd\u5408\u540c\uff0c\u5efa\u9020\u4e09\u825883,300DWT\u7b2c\u4e09\u4ee3CABU\u8239\uff0c\u8ba1\u5212\u57282026\u5e74\u4ea4\u4ed8\u3002\u6bcf\u8258\u8239\u7684\u5408\u540c\u4ef7\u683c\u4e3a5,640\u4e07\u7f8e\u5143\uff0c\u4f30\u8ba1\u6bcf\u8258\u8239\u7684\u4ea4\u4ed8\u6210\u672c\u7ea6\u4e3a6,050\u4e07\u7f8e\u5143\uff0c\u5305\u62ec\u96f6\u6392\u653e\u51c6\u5907\u548c\u9020\u8239\u5382\u76d1\u7763\u6210\u672c\u3002\u8fd9\u4e9b\u7ec4\u5408\u8fd0\u8f93\u8239\u53ef\u4ee5\u8fd0\u8f93\u5e72\u6e7f\u8d27\u7269\uff0c\u4e0e\u5355\u4e00\u7528\u9014\u8239\u8236\u76f8\u6bd4\uff0c\u63d0\u4f9b\u66f4\u9ad8\u7684\u64cd\u4f5c\u6548\u7387\u3002\u65b0\u8239\u5c06\u91c7\u7528\u8282\u80fd\u89e3\u51b3\u65b9\u6848\uff0c\u5982\u98ce\u529b\u8f85\u52a9\u63a8\u8fdb\uff0c\u5c06\u603b\u4e8c\u6c27\u5316\u78b3\u6392\u653e\u91cf\u51cf\u5c11\u7ea635%\u3002\u8be5\u5408\u540c\u6807\u5fd7\u7740Klaveness\u8054\u5408\u627f\u8fd0\u4eba\u7684\u91cd\u590d\u8ba2\u5355\uff0c\u51f8\u663e\u4e86\u5bf9\u516c\u53f8\u4ea4\u4ed8\u80fd\u529b\u7684\u4fe1\u4efb\u3002 \u5e74\u521d\u81f3\u4eca\u8ba2\u5355\u91cf\u8fbe\u5230\u5168\u5e74\u76ee\u6807\u3002\u622a\u81f36\u670826\u65e5\uff0cYZJ\u9020\u8239\u516c\u53f8\u5df2\u7ecf\u83b7\u5f97\u4e86\u603b\u517137\u8258\u8239\u7684\u8ba2\u5355\u3002\u8fc4\u4eca\u4e3a\u6b62\uff0c\u8be5\u516c\u53f8\u5df2\u83b7\u5f9769\u8258\u8239\u7684\u8ba2\u5355\uff0c\u603b\u4ef7\u503c56\u4ebf\u7f8e\u5143\uff0c\u8d85\u8fc7\u4e862023\u5e7430\u4ebf\u7f8e\u5143\u7684\u76ee\u6807\u3002\u6839\u636e\u65b0\u52a0\u5761\u8bc1\u5238\u4ea4\u6613\u6240\u7684\u4e00\u4efd\u6587\u4ef6\uff0c\u8fd9\u4f7f\u5f97\u626c\u5b50\u6c5f\u8239\u5382\u7684\u8ba2\u5355\u4ef7\u503c\u8fbe\u5230\u4e86\u6709\u53f2\u4ee5\u6765\u6700\u9ad8\u7684146\u4ebf\u7f8e\u5143\uff0c\u5171180\u8258\u8239\u3002\u5176\u4e2d\uff0c\u96c6\u88c5\u7bb1\u823916\u8258\uff0c\u6cb9\u8f6e11\u8258\uff0c\u6563\u8d27\u823910\u8258\u3002 \u200b\u200b22\u8d22\u5e74\u4e1a\u56de\u987e\u300222\u8d22\u5e74\u8425\u6536\u540c\u6bd4\u589e\u957f24%\u81f3\u4eba\u6c11\u5e01207\u4ebf\u5143\u3002\u51c0\u5229\u6da6(\u9664\u6295\u8d44\u5916)\u540c\u6bd4\u589e\u957f33%\u81f3\u4eba\u6c11\u5e0126\u4ebf\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 \u80a1\u4ef7\u4e0e\u4eba\u6c11\u5e01\u4ef7\u683c\u8d70\u52bf\u6bd4\u8f83 (Source: Bloomberg) (Source: Bloomberg) \u65b0\u79c0\u4e3d (1910 HK): \u9003\u79bb\u5047\u65e5\u708e\u70ed \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a22.0\uff0c\u76ee\u6807\u4ef7\uff1a24.0\uff0c\u6b62\u635f\u4ef7\uff1a21.0 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23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u3002\u8425\u4e1a\u6536\u5165\u589e\u81f3\u4eba\u6c11\u5e01444\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f7.82%\uff0c\u800c2012\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e01412\u4ebf\u5143\u3002\u51c0\u5229\u6da6\u4ece22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u768467\u4ebf\u5143\u964d\u81f323\u5e74\u7b2c\u4e00\u5b63\u5ea6\u768456\u4ebf\u5143\u3002\u62a5\u544a\u6bcf\u80a1\u6536\u76ca\u4e3a1.16\u5143\uff0c\u540c\u6bd4\u4e0b\u964d\u3002 \u9ad8\u80a1\u606f\u7387\u300223\/24\u8d22\u5e74\u7684\u9884\u671f\u80a1\u606f\u7387\u5206\u522b\u4e3a15.5%\/14.5%\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd The United States market was closed yesterday in observance of a public holiday (Independence Day). Trading resumes\" \/>\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-05-jul-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\u5e7407\u670805\u65e5: \u6cf0\u56fd\u917f\u9152 (THBEV SP), \u65b0\u79c0\u4e3d (1910 HK), \u7f57\u65af\u767e\u8d27 (ROST 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: Bloomberg) \u6f5c\u5728\u7684\u9152\u4e1a\u98a0\u8986\u3002\u57282023\u5e74\u7684\u6cf0\u56fd\u5927\u9009\u4e2d\u8d62\u5f97\u591a\u6570\u5e2d\u4f4d\u7684\u524d\u8fdb\u515a\u53cd\u5bf9\u73b0\u884c\u4e25\u683c\u7684\u9152\u7c7b\u6cd5\u5f8b\uff0c\u8be5\u6cd5\u5f8b\u88ab\u89c6\u4e3a\u901a\u8fc7\u538b\u5236\u5c0f\u5564\u9152\u5382\u548c\u917f\u9152\u5382\u6765\u7ef4\u6301\u53cc\u5934\u5784\u65ad\u3002\u5206\u522b\u751f\u4ea7\u80dc\u72ee\u724c\u548c\u8c61\u724c\u5564\u9152\u7684\u80dc\u72ee\u5564\u9152\u548c\u6cf0\u56fd\u917f\u9152\u5360\u636e\u4e8693%\u7684\u5f53\u5730\u5564\u9152\u5e02\u573a\u4efd\u989d\u3002\u867d\u7136\u65b0\u653f\u5e9c\u6709\u53ef\u80fd\u653e\u5bbd\u751f\u4ea7\u9650\u5236\uff0c\u4f46\u5728\u9ad8\u901a\u8d27\u81a8\u80c0\u7684\u73af\u5883\u4e0b\uff0c\u4e24\u5927\u5de8\u5934\u7684\u89c4\u6a21\u7ecf\u6d4e\u53ef\u4ee5\u4fdd\u6301\u7a33\u5b9a\u7684\u5229\u6da6\u7387\uff0c\u56e0\u6b64\u77ed\u671f\u5185\u4e24\u5927\u5de8\u5934\u7684\u4e3b\u5bfc\u5730\u4f4d\u5c06\u4e0d\u4f1a\u6539\u53d8\u3002 23\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u6e29\u548c\u589e\u957f2%\uff0c\u81f3674\u4ebf\u6cf0\u94e2\u3002\u6bdb\u5229\u7387\u4e3a30.3%\uff0c\u540c\u6bd4\u589e\u957f0.06\u4e2a\u767e\u5206\u70b9\u3002\u6263\u9664\u7a0e\u6b3e\u4e0e\u5c11\u6570\u80a1\u4e1c\u6743\u76ca\u540e\u7684\u5229\u6da6\u540c\u6bd4\u6e29\u548c\u589e\u957f3%\uff0c\u81f374\u4ebf\u6cf0\u94e2\u3002\u51c0\u5229\u6da6\u7387\u4e3a10.9%\uff0c\u540c\u6bd4\u4e0a\u53470.01\u4e2a\u767e\u5206\u70b9\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u80a1\u4ef7\u4e0e\u4eba\u6c11\u5e01\u4ef7\u683c\u8d70\u52bf\u6bd4\u8f83 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) \u5373\u5c06\u4e3e\u884c\u7684\u5927\u4f1a\u3002\u5156\u77ff\u80fd\u6e90\u96c6\u56e2\u5c06\u4e8e2023\u5e746\u670830\u65e5\u4e3e\u884c\u5e74\u5ea6\u80a1\u4e1c\u5927\u4f1a\uff0c\u80a1\u4e1c\u5c06\u5c31\u6536\u8d2d\u9c81\u897f\u77ff\u4e1a51%\u80a1\u6743\u548c\u65b0\u7586\u80fd\u534e51%\u80a1\u6743\u8fdb\u884c\u6295\u7968\u3002\u516c\u53f8\u63d0\u5230\uff0c\u62df\u6536\u8d2d\u4f18\u8d28\u8d44\u4ea7\u548c\u63a7\u5236\u751f\u4ea7\u4e2d\u7684\u6210\u719f\u77ff\u5c71\u662f\u4e3a\u4e86\u5b9e\u73b0\u6536\u5165\u6d41\u5165\u5408\u5e76\u8d22\u52a1\u62a5\u8868\u3002\u6210\u529f\u6536\u8d2d\u8fd9\u4e9b\u8d44\u4ea7\u5c06\u63d0\u5347\u5156\u77ff\u80fd\u6e90\u96c6\u56e2\u7684\u751f\u4ea7\u80fd\u529b\uff0c\u9c81\u897f\u77ff\u4e1a\u548c\u65b0\u7586\u80fd\u534e\u57282022\u5e74\u5b9e\u73b0\u7164\u70ad\u603b\u4ea7\u91cf3,181\u4e07\u5428\uff0c\u9884\u8ba1\u52302025\u5e74\u5c06\u8fbe\u52303,989\u4e07\u5428\u7684\u4ea7\u80fd\u3002 23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u3002\u8425\u4e1a\u6536\u5165\u589e\u81f3\u4eba\u6c11\u5e01444\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f7.82%\uff0c\u800c2012\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e01412\u4ebf\u5143\u3002\u51c0\u5229\u6da6\u4ece22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u768467\u4ebf\u5143\u964d\u81f323\u5e74\u7b2c\u4e00\u5b63\u5ea6\u768456\u4ebf\u5143\u3002\u62a5\u544a\u6bcf\u80a1\u6536\u76ca\u4e3a1.16\u5143\uff0c\u540c\u6bd4\u4e0b\u964d\u3002 \u9ad8\u80a1\u606f\u7387\u300223\/24\u8d22\u5e74\u7684\u9884\u671f\u80a1\u606f\u7387\u5206\u522b\u4e3a15.5%\/14.5%\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd The United States market was closed yesterday in observance of a public holiday (Independence Day). Trading resumes\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-05-jul-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=\"2023-07-04T23:09:00+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2023-07-04T10:26:39+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2023\u5e7407\u670805\u65e5: \u6cf0\u56fd\u917f\u9152 (THBEV SP), \u65b0\u79c0\u4e3d (1910 HK), \u7f57\u65af\u767e\u8d27 (ROST 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) \u6f5c\u5728\u7684\u9152\u4e1a\u98a0\u8986\u3002\u57282023\u5e74\u7684\u6cf0\u56fd\u5927\u9009\u4e2d\u8d62\u5f97\u591a\u6570\u5e2d\u4f4d\u7684\u524d\u8fdb\u515a\u53cd\u5bf9\u73b0\u884c\u4e25\u683c\u7684\u9152\u7c7b\u6cd5\u5f8b\uff0c\u8be5\u6cd5\u5f8b\u88ab\u89c6\u4e3a\u901a\u8fc7\u538b\u5236\u5c0f\u5564\u9152\u5382\u548c\u917f\u9152\u5382\u6765\u7ef4\u6301\u53cc\u5934\u5784\u65ad\u3002\u5206\u522b\u751f\u4ea7\u80dc\u72ee\u724c\u548c\u8c61\u724c\u5564\u9152\u7684\u80dc\u72ee\u5564\u9152\u548c\u6cf0\u56fd\u917f\u9152\u5360\u636e\u4e8693%\u7684\u5f53\u5730\u5564\u9152\u5e02\u573a\u4efd\u989d\u3002\u867d\u7136\u65b0\u653f\u5e9c\u6709\u53ef\u80fd\u653e\u5bbd\u751f\u4ea7\u9650\u5236\uff0c\u4f46\u5728\u9ad8\u901a\u8d27\u81a8\u80c0\u7684\u73af\u5883\u4e0b\uff0c\u4e24\u5927\u5de8\u5934\u7684\u89c4\u6a21\u7ecf\u6d4e\u53ef\u4ee5\u4fdd\u6301\u7a33\u5b9a\u7684\u5229\u6da6\u7387\uff0c\u56e0\u6b64\u77ed\u671f\u5185\u4e24\u5927\u5de8\u5934\u7684\u4e3b\u5bfc\u5730\u4f4d\u5c06\u4e0d\u4f1a\u6539\u53d8\u3002 23\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u6e29\u548c\u589e\u957f2%\uff0c\u81f3674\u4ebf\u6cf0\u94e2\u3002\u6bdb\u5229\u7387\u4e3a30.3%\uff0c\u540c\u6bd4\u589e\u957f0.06\u4e2a\u767e\u5206\u70b9\u3002\u6263\u9664\u7a0e\u6b3e\u4e0e\u5c11\u6570\u80a1\u4e1c\u6743\u76ca\u540e\u7684\u5229\u6da6\u540c\u6bd4\u6e29\u548c\u589e\u957f3%\uff0c\u81f374\u4ebf\u6cf0\u94e2\u3002\u51c0\u5229\u6da6\u7387\u4e3a10.9%\uff0c\u540c\u6bd4\u4e0a\u53470.01\u4e2a\u767e\u5206\u70b9\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u80a1\u4ef7\u4e0e\u4eba\u6c11\u5e01\u4ef7\u683c\u8d70\u52bf\u6bd4\u8f83 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) \u5373\u5c06\u4e3e\u884c\u7684\u5927\u4f1a\u3002\u5156\u77ff\u80fd\u6e90\u96c6\u56e2\u5c06\u4e8e2023\u5e746\u670830\u65e5\u4e3e\u884c\u5e74\u5ea6\u80a1\u4e1c\u5927\u4f1a\uff0c\u80a1\u4e1c\u5c06\u5c31\u6536\u8d2d\u9c81\u897f\u77ff\u4e1a51%\u80a1\u6743\u548c\u65b0\u7586\u80fd\u534e51%\u80a1\u6743\u8fdb\u884c\u6295\u7968\u3002\u516c\u53f8\u63d0\u5230\uff0c\u62df\u6536\u8d2d\u4f18\u8d28\u8d44\u4ea7\u548c\u63a7\u5236\u751f\u4ea7\u4e2d\u7684\u6210\u719f\u77ff\u5c71\u662f\u4e3a\u4e86\u5b9e\u73b0\u6536\u5165\u6d41\u5165\u5408\u5e76\u8d22\u52a1\u62a5\u8868\u3002\u6210\u529f\u6536\u8d2d\u8fd9\u4e9b\u8d44\u4ea7\u5c06\u63d0\u5347\u5156\u77ff\u80fd\u6e90\u96c6\u56e2\u7684\u751f\u4ea7\u80fd\u529b\uff0c\u9c81\u897f\u77ff\u4e1a\u548c\u65b0\u7586\u80fd\u534e\u57282022\u5e74\u5b9e\u73b0\u7164\u70ad\u603b\u4ea7\u91cf3,181\u4e07\u5428\uff0c\u9884\u8ba1\u52302025\u5e74\u5c06\u8fbe\u52303,989\u4e07\u5428\u7684\u4ea7\u80fd\u3002 23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u3002\u8425\u4e1a\u6536\u5165\u589e\u81f3\u4eba\u6c11\u5e01444\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f7.82%\uff0c\u800c2012\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e01412\u4ebf\u5143\u3002\u51c0\u5229\u6da6\u4ece22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u768467\u4ebf\u5143\u964d\u81f323\u5e74\u7b2c\u4e00\u5b63\u5ea6\u768456\u4ebf\u5143\u3002\u62a5\u544a\u6bcf\u80a1\u6536\u76ca\u4e3a1.16\u5143\uff0c\u540c\u6bd4\u4e0b\u964d\u3002 \u9ad8\u80a1\u606f\u7387\u300223\/24\u8d22\u5e74\u7684\u9884\u671f\u80a1\u606f\u7387\u5206\u522b\u4e3a15.5%\/14.5%\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd The United States market was closed yesterday in observance of a public holiday (Independence Day). Trading resumes\" \/>\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-05-jul-2023-zh\\\/#blogposting\",\"name\":\"2023\\u5e7407\\u670805\\u65e5: \\u6cf0\\u56fd\\u917f\\u9152 (THBEV SP), \\u65b0\\u79c0\\u4e3d (1910 HK), \\u7f57\\u65af\\u767e\\u8d27 (ROST US) \\u2022 KGI Singapore Research\",\"headline\":\"2023\\u5e7407\\u670805\\u65e5: \\u6cf0\\u56fd\\u917f\\u9152 (THBEV SP), \\u65b0\\u79c0\\u4e3d (1910 HK), \\u7f57\\u65af\\u767e\\u8d27 (ROST 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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 \u6cf0\u56fd\u917f\u9152 (THBEV SP)\uff1a\u6d88\u8d39\u8005\u4fe1\u5fc3\u590d\u82cf \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.57\uff0c\u76ee\u6807\u4ef7\uff1a0.65\uff0c\u6b62\u635f\u4ef7\uff1a0.53 \u516c\u53f8\u662f\u6cf0\u56fd\u6700\u5927\u548c\u9886\u5148\u7684\u996e\u6599\u751f\u4ea7\u5546\u548c\u5206\u9500\u5546\u3002\u5b83\u7684\u8fd0\u4f5c\u88ab\u8ba4\u4e3a\u662f\u4e1c\u5357\u4e9a\u9886\u5148\u7684\u84b8\u998f\u548c\u917f\u9020\u5546\u4e4b\u4e00\u3002\u516c\u53f8\u7684\u4e3b\u8981\u4ea7\u54c1\u5305\u62ec\u5404\u79cd\u77e5\u540d\u7684\u70c8\u9152\u54c1\u724c\uff0c\u5305\u62ec\u5176\u8457\u540d\u7684\u917f\u9020\u660c\u5564\u9152\u3002\u5728\u975e\u9152\u7cbe\u996e\u6599\u7c7b\u522b\u4e2d\uff0c\u4e3b\u8981\u4ea7\u54c1\u5305\u62ec\u6c34\u3001\u594e\u5b81\u6c7d\u6c34\u3001\u80fd\u91cf\u996e\u6599\u3001\u5373\u996e\u5496\u5561\u548c\u7eff\u8336\u3002 \u6d88\u8d39\u8005\u4fe1\u5fc3\u6539\u5584\u3002\u6839\u636e\u6700\u65b0\u7684\u6d88\u8d39\u8005\u4fe1\u5fc3\u8c03\u67e5\uff0c5\u6708\u4efd\u6d88\u8d39\u8005\u4fe1\u5fc3\u6307\u6570\u8fbe\u523050.2\uff0c\u6062\u590d\u5230\u81ea\u65b0\u51a0\u80ba\u708e\u75ab\u60c5\u4ee5\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002\u6709\u5e0c\u671b\u7684\u590d\u82cf\u662f\u7531\u65c5\u6e38\u4e1a\u7684\u589e\u957f\u548c\u5bf9\u5de5\u519c\u4e1a\u4ea7\u54c1\u7684\u9700\u6c42\u63a8\u52a8\u7684\u3002 \u6cf0\u56fd\u6d88\u8d39\u8005\u4fe1\u5fc3\u7ecf\u6d4e\u6307\u6570 (Source: Bloomberg) 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Moller-Maersk\u7b7e\u8ba2\u4e86\u4e00\u4efd\u5408\u540c\uff0c\u5c06\u5728\u5185\u90e8\u5efa\u90206\u82589000 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\u56de\u5934\u5ba2\u30026\u670825\u65e5\uff0c\u516c\u53f8\u5ba3\u5e03\u4eceKlaveness combined Carriers\u516c\u53f8\u83b7\u5f97\u4e00\u4efd\u5408\u540c\uff0c\u5efa\u9020\u4e09\u825883,300DWT\u7b2c\u4e09\u4ee3CABU\u8239\uff0c\u8ba1\u5212\u57282026\u5e74\u4ea4\u4ed8\u3002\u6bcf\u8258\u8239\u7684\u5408\u540c\u4ef7\u683c\u4e3a5,640\u4e07\u7f8e\u5143\uff0c\u4f30\u8ba1\u6bcf\u8258\u8239\u7684\u4ea4\u4ed8\u6210\u672c\u7ea6\u4e3a6,050\u4e07\u7f8e\u5143\uff0c\u5305\u62ec\u96f6\u6392\u653e\u51c6\u5907\u548c\u9020\u8239\u5382\u76d1\u7763\u6210\u672c\u3002\u8fd9\u4e9b\u7ec4\u5408\u8fd0\u8f93\u8239\u53ef\u4ee5\u8fd0\u8f93\u5e72\u6e7f\u8d27\u7269\uff0c\u4e0e\u5355\u4e00\u7528\u9014\u8239\u8236\u76f8\u6bd4\uff0c\u63d0\u4f9b\u66f4\u9ad8\u7684\u64cd\u4f5c\u6548\u7387\u3002\u65b0\u8239\u5c06\u91c7\u7528\u8282\u80fd\u89e3\u51b3\u65b9\u6848\uff0c\u5982\u98ce\u529b\u8f85\u52a9\u63a8\u8fdb\uff0c\u5c06\u603b\u4e8c\u6c27\u5316\u78b3\u6392\u653e\u91cf\u51cf\u5c11\u7ea635%\u3002\u8be5\u5408\u540c\u6807\u5fd7\u7740Klaveness\u8054\u5408\u627f\u8fd0\u4eba\u7684\u91cd\u590d\u8ba2\u5355\uff0c\u51f8\u663e\u4e86\u5bf9\u516c\u53f8\u4ea4\u4ed8\u80fd\u529b\u7684\u4fe1\u4efb\u3002 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\u200b\u200b22\u8d22\u5e74\u4e1a\u56de\u987e\u300222\u8d22\u5e74\u8425\u6536\u540c\u6bd4\u589e\u957f24%\u81f3\u4eba\u6c11\u5e01207\u4ebf\u5143\u3002\u51c0\u5229\u6da6(\u9664\u6295\u8d44\u5916)\u540c\u6bd4\u589e\u957f33%\u81f3\u4eba\u6c11\u5e0126\u4ebf\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 \u80a1\u4ef7\u4e0e\u4eba\u6c11\u5e01\u4ef7\u683c\u8d70\u52bf\u6bd4\u8f83 (Source: Bloomberg) (Source: Bloomberg) \u65b0\u79c0\u4e3d (1910 HK): \u9003\u79bb\u5047\u65e5\u708e\u70ed \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a22.0\uff0c\u76ee\u6807\u4ef7\uff1a24.0\uff0c\u6b62\u635f\u4ef7\uff1a21.0 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