{"id":30863,"date":"2023-08-02T07:22:00","date_gmt":"2023-08-01T23:22:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=30863"},"modified":"2023-08-02T11:24:46","modified_gmt":"2023-08-02T03:24:46","slug":"kgi-daily-trading-ideas-02-aug-2023-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-02-aug-2023-zh\/","title":{"rendered":"2023\u5e7408\u670802\u65e5: \u6c38\u79d1\u63a7\u80a1 (AEM SP), \u674e\u5b81 (2331 HK), \u9ad8\u901a (QCOM 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<figure class=\"wp-block-image\" id=\"sp\"><img fetchpriority=\"high\" decoding=\"async\" width=\"829\" height=\"104\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-159.png\" alt=\"\" class=\"wp-image-29726\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-159.png 829w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-159-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-159-768x96.png 768w\" sizes=\"(max-width: 829px) 100vw, 829px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-30761-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/pJz1nROmXiVDAqsJdkNt1ABk-Q9lWZgwVxB9GtN7jLB3RAdhd-eJTgQJ4WRgcTpQTEY8hVg5msXSusd4rIlbU3r_L9RJa28uaevZd2-X-1QO2sfCCcV9-SVn9ZT9JX0EvRzbmm-mp90au5lncwUGgJs\" width=\"602\" height=\"360\"><\/p>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td><p><strong>News Feed<\/strong>\n<\/p><\/td><\/tr><tr><td><p>   1. <a href=\"https:\/\/www.channelnewsasia.com\/business\/fitch-cuts-us-credit-rating-aa-treasury-calls-it-arbitrary-3670646\">Fitch cuts US credit rating to AA+; Treasury calls it \u2018arbitrary\u2019<\/a> <\/p><\/td><\/tr><tr><td><p>   2. <a href=\"https:\/\/www.businesstimes.com.sg\/companies-markets\/blackrock-msci-draw-scrutiny-us-house-committee-china\">BlackRock, MSCI draw scrutiny from US House Committee on China<\/a><\/p><\/td><\/tr><tr><td><p>   3. <a href=\"https:\/\/www.businesstimes.com.sg\/companies-markets\/us-stocks-mixed-traders-mull-earnings-await-jobs-data\">US: Stocks mixed as traders mull earnings, await jobs data<\/a><\/p><\/td><\/tr><tr><td><p>   4. <a href=\"https:\/\/www.channelnewsasia.com\/business\/oil-prices-rise-more-1-after-sharp-drop-us-crude-stocks-3670961\">Oil prices rise more than 1% after sharp drop in US crude stocks<\/a> <\/p><\/td><\/tr><tr><td><p>   5. <a href=\"https:\/\/www.reuters.com\/markets\/us\/feds-goolsbee-says-he-is-closet-inflation-optimist-2023-08-01\/\">US Fed officials see pathway to soft landing<\/a> <\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-779.png\" alt=\"\" class=\"wp-image-30804\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-779.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-779-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-30761-_qqv3rtx8nazp\"><\/a><a id=\"post-30761-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/QyS94nyTjDY-eh-3pQJprtov_JQk_nXTPg_cJOJE1l-ZDPmGaFjOCFVmYF95wpjPsMUtKiwpc-UUiJiDrdW0UwVpq-XzwnYvwjiV5s8dPOLWZxeAnCFtaXJoRR7fNxyjnKjl3JXfgyLeOFiYAMsQ3y4\" width=\"602\" height=\"360\"><\/p>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td><p><strong>News Feed<\/strong>\n<\/p><\/td><\/tr><tr><td><p>   1. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/chinas-domestic-tourism-hit-90-pre-covid-levels-2023\"><\/a><a href=\"https:\/\/www.businesstimes.com.sg\/international\/china-pledges-more-loan-support-business-spur-economy\">China pledges more loan support to business to spur economy<\/a> <\/p><\/td><\/tr><tr><td><p>   2. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/china-asks-tech-giants-showcase-investments-sign-easing\"><\/a><a href=\"https:\/\/www.cnbc.com\/2023\/08\/01\/apple-could-benefit-in-china-from-users-spending-more-on-smartphones.html\">Chinese are forking out more money for smartphones despite wider slowdown \u2014 that\u2019s good news for Apple<\/a> <\/p><\/td><\/tr><tr><td><p>   3. <a href=\"https:\/\/www.businesstimes.com.sg\/property\/chinas-housing-minister-urges-efforts-strengthen-property-recovery\"><\/a><a href=\"https:\/\/www.reuters.com\/markets\/asia\/hong-kong-removes-requirement-flag-china-risk-listing-applications-2023-07-31\/\">Hong Kong removes requirement to flag China risk in listing applications<\/a><\/p><\/td><\/tr><tr><td><p>   4. <a href=\"https:\/\/www.chinadaily.com.cn\/a\/202307\/28\/WS64c30fa6a31035260b818fb6.html\"><\/a><a href=\"https:\/\/www.ft.com\/content\/e9f5cdd9-7fb2-4425-bd32-30739e5819cb\">The factories on the front line of China\u2019s economic slowdown<\/a> <\/p><\/td><\/tr><tr><td><p>   5. <a href=\"https:\/\/www.chinadaily.com.cn\/a\/202307\/28\/WS64c363cfa31035260b8191e1.html\"><\/a><a href=\"https:\/\/www.businesstimes.com.sg\/international\/china-unveils-new-head-rocket-force-amid-graft-probes\">China unveils new head of rocket force amid graft probes<\/a><\/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-781.png\" alt=\"\" class=\"wp-image-30806\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-781.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-781-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-30761-_7c2gwybbbr90\"><\/a><a id=\"post-30761-_9i0c554gtu0u\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-782.png\" class=\"wp-image-30807\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-782.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-782-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-30761-_rz12jgzacrdn\"><\/a><a id=\"post-30761-_6vyhitwazlwo\"><\/a><strong>\u6c38\u79d1\u63a7\u80a1 (AEM SP): \u6765\u81ea\u82f1\u7279\u5c14\u7684\u79ef\u6781\u4fe1\u53f7<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong><strong>\u91cd\u7533\u4e70<\/strong>\u5165\uff1a\u4e70\u5165\u4ef7\uff1a3.81\uff0c\u76ee\u6807\u4ef7\uff1a4.15\uff0c\u6b62\u635f\u4ef7\uff1a3.63<\/strong>   <\/li><li>\u6c38\u79d1\u63a7\u80a1\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u603b\u90e8\u4f4d\u4e8e\u65b0\u52a0\u5761\u7684\u516c\u53f8\uff0c\u4e3a\u534a\u5bfc\u4f53\u548c\u7535\u5b50\u516c\u53f8\u63d0\u4f9b\u7279\u5b9a\u5e94\u7528\u7684\u667a\u80fd\u7cfb\u7edf\u6d4b\u8bd5\u548c\u5904\u7406\u89e3\u51b3\u65b9\u6848\uff0c\u670d\u52a1\u4e8e\u8ba1\u7b97\u3001\u7b2c\u4e94\u4ee3 (5G) \u901a\u4fe1\u548c\u4eba\u5de5\u667a\u80fd (AI) \u5e02\u573a\u3002\u5176\u4e1a\u52a1\u5305\u62ec\u8bbe\u5907\u7cfb\u7edf\u89e3\u51b3\u65b9\u6848 (ESS)\uff0c\u7cfb\u7edf\u6c34\u5e73\u6d4b\u8bd5\u548c\u68c0\u6d4b (SLT-i)\uff0c\u5fae\u673a\u7535\u7cfb\u7edf(MEMS)\uff0c\u6d4b\u8bd5\u548c\u6d4b\u91cf\u89e3\u51b3\u65b9\u6848 (TMS) \u548c\u5176\u4ed6\u3002   <\/li><li><strong>\u82f1\u7279\u5c14\u663e\u793a\u51fa\u590d\u82cf\u7684\u65e9\u671f\u8ff9\u8c61\u3002<\/strong>\u4e0a\u5468\uff0c\u82f1\u7279\u5c14\u516c\u5e03\u4e86\u597d\u4e8e\u9884\u671f\u7684\u7b2c\u4e8c\u5b63\u5ea6\u6536\u76ca\u3002\u8425\u6536\u8d85\u8fc7\u9884\u671f7.6\u4ebf\u7f8e\u5143\uff0c\u4f46\u540c\u6bd4\u4e0b\u964d15.7%\u81f3129\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.13\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.16\u7f8e\u5143\u3002\u5728\u8fde\u7eed\u4e24\u4e2a\u5b63\u5ea6\u4e8f\u635f\u4e4b\u540e\uff0c\u82f1\u7279\u5c14\u7ec8\u4e8e\u626d\u4e8f\u4e3a\u76c8\u3002\u8be5\u516c\u53f8\u9884\u8ba123\u5e74\u7b2c\u4e09\u5b63\u5ea6\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u4e3a0.2\u7f8e\u5143\uff0c\u9ad8\u4e8e\u9884\u671f\u76840.13\u7f8e\u5143\u3002\u5176\u5ba2\u6237\u7aef\u8ba1\u7b97\u90e8\u95e8\u5b9e\u73b0\u4e8617.5%\u7684\u73af\u6bd4\u589e\u957f\uff0c\u8fbe\u523067.8\u4ebf\u7f8e\u5143\uff0c\u8fd9\u4e3b\u8981\u662f\u7531\u4e8e\u5bf9chromebook\u548c\u9ad8\u7aef\u7b14\u8bb0\u672c\u7535\u8111\u7684\u5f3a\u52b2\u9700\u6c42\u3002\u6570\u636e\u4e2d\u5fc3\u548c\u4eba\u5de5\u667a\u80fd\u90e8\u95e8\u73af\u6bd4\u589e\u957f26.0%\uff0c\u8fbe\u523040\u4ebf\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u7684\u4ee3\u5de5\u90e8\u95e8\u6536\u5165\u73af\u6bd4\u589e\u957f96.6%\uff0c\u8fbe\u52302.32\u4ebf\u7f8e\u5143\u300223\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7684\u597d\u8f6c\u663e\u793a\u4e86\u4e2a\u4eba\u7535\u8111\u5468\u671f\u89e6\u5e95\u7684\u65e9\u671f\u8ff9\u8c61\u3002   <\/li><li><strong>\u6cd5\u5f8b\u7ea0\u7eb7\u89e3\u51b3\u3002<\/strong>\u516c\u53f8\u5ba3\u5e03\u5df2\u540c\u610f\u652f\u4ed82,000\u4e07\u7f8e\u5143\uff0c\u4ee5\u89e3\u51b3\u4e0e\u4e24\u5bb6\u7f8e\u56fd\u516c\u53f8Advantest America\u548cAdvantest Test Solutions\u7684\u6cd5\u5f8b\u7ea0\u7eb7\u3002\u5c06\u5206\u522b\u572823\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u548c24\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u7528\u5185\u90e8\u8d44\u6e90\u652f\u4ed8900\u4e07\u7f8e\u5143\u548c1,100\u4e07\u7f8e\u5143\u3002\u516c\u53f8\u9884\u8ba1\u8fd9\u7b14\u4ed8\u6b3e\u5bf9\u5176\u4e1a\u52a1\u7684\u5f71\u54cd\u5f88\u5c0f\u3002   <\/li><li><strong>\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u4e0b\u964d41.7%\u81f31.527\u4ebf\u65b0\u5143\u3002\u7a0e\u524d\u5229\u6da6\u540c\u6bd4\u4e0b\u964d69.8%\u81f31,900\u4e07\u65b0\u5143\u3002\u8be5\u516c\u53f8\u5c06\u5168\u5e74\u8425\u6536\u76ee\u6807\u5b9a\u4e3a5\u4ebf\u65b0\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\/07\/word-image-783.png\" alt=\"\" class=\"wp-image-30808\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-783.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-783-300x64.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-784.png\" alt=\"\" class=\"wp-image-30809\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-784.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-784-300x190.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-784-1024x648.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-784-768x486.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<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-785.png\" alt=\"\" class=\"wp-image-30810\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-785.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-785-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-30761-_dzcbccf64z5h\"><\/a><strong>REX\u56fd\u9645 (REXI SP)\uff1a\u6cb9\u4ef7\u6b63\u5728\u63a2\u5e95\u56de\u5347<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.181\uff0c\u76ee\u6807\u4ef7\uff1a0.194\uff0c\u6b62\u635f\u4ef7\uff1a0.174<\/strong>   <\/li><li>\u516c\u53f8\u662f\u4e00\u5bb6\u72ec\u7acb\u7684\u77f3\u6cb9\u52d8\u63a2\u548c\u751f\u4ea7\u516c\u53f8\u3002\u5b83\u7684\u4e1a\u52a1\u5305\u62ec\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u90e8\u95e8\u4ee5\u53ca\u975e\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u90e8\u95e8\u3002\u8be5\u516c\u53f8\u63d0\u4f9bRex Virtual Drilling\uff0c\u4e00\u79cd\u6db2\u4f53\u78b3\u6c22\u5316\u5408\u7269\u6307\u793a\u5668\uff0c\u5229\u7528\u5730\u9707\u6570\u636e\u5bfb\u627e\u77f3\u6cb9\u3002\u8be5\u516c\u53f8\u4ece\u4e8b\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u52d8\u63a2\u548c\u751f\u4ea7\u6d3b\u52a8\uff0c\u5176\u4e1a\u52a1\u91cd\u5fc3\u5728\u963f\u66fc\u548c\u632a\u5a01\u3002   <\/li><li><strong>\u77f3\u6cb9\u8f93\u51fa\u56fd\u7ec4\u7ec7\u53ca\u975e\u6210\u5458\u56fd\u51cf\u4ea7\u3002<\/strong>\u6c99\u7279\u963f\u62c9\u4f2f\u548c\u4fc4\u7f57\u65af\u8fd9\u4e24\u4e2a\u4e16\u754c\u6700\u5927\u7684\u77f3\u6cb9\u51fa\u53e3\u56fd\u5ba3\u5e03\u8fdb\u4e00\u6b65\u51cf\u4ea7\u4ee5\u652f\u6491\u6cb9\u4ef7\uff0c\u5c3d\u7ba1\u4eba\u4eec\u62c5\u5fc3\u5168\u7403\u7ecf\u6d4e\u653e\u7f13\u548c\u7f8e\u56fd\u8054\u90a6\u50a8\u5907\u59d4\u5458\u4f1a\u53ef\u80fd\u52a0\u606f\u3002\u6c99\u7279\u963f\u62c9\u4f2f\u5c06\u628a\u81ea\u613f\u51cf\u4ea7100\u4e07\u6876\/\u65e5\u7684\u8ba1\u5212\u518d\u5ef6\u957f\u4e00\u4e2a\u6708\u81f38\u6708\uff0c\u4fc4\u7f57\u65af\u5c06\u57288\u6708\u524a\u51cf50\u4e07\u6876\/\u65e5\u7684\u77f3\u6cb9\u51fa\u53e3\u3002\u8fd9\u4e9b\u524a\u51cf\u76f8\u5f53\u4e8e\u5168\u7403\u4f9b\u5e94\u91cf\u76841.5%\uff0c\u77f3\u6cb9\u8f93\u51fa\u56fd\u7ec4\u7ec7\u53ca\u975e\u6210\u5458\u56fd\u627f\u8bfa\u7684\u603b\u51cf\u4ea7\u91cf\u8fbe\u5230516\u4e07\u6876\/\u5929\u3002\u963f\u5c14\u53ca\u5229\u4e9a\u4e5f\u5c06\u57288\u6708\u4efd\u989d\u5916\u51cf\u4ea72\u4e07\u6876\uff0c\u4ee5\u652f\u6301\u5e02\u573a\u5e73\u8861\u52aa\u529b\u3002\u77f3\u6cb9\u8f93\u51fa\u56fd\u7ec4\u7ec7\u53ca\u975e\u6210\u5458\u56fd\u5df2\u7ecf\u5b9e\u65bd\u4e86366\u4e07\u6876\/\u65e5\u7684\u51cf\u4ea7\u8ba1\u5212\u3002\u7531\u4e8e\u77f3\u6cb9\u51cf\u4ea7\u5bfc\u81f4\u4f9b\u5e94\u7d27\u5f20\uff0c\u6cb9\u4ef7\u5df2\u663e\u793a\u51fa\u4e0a\u6da8\u8ff9\u8c61\u3002   <\/li><li><strong>\u4e2d\u56fd\u523a\u6fc0\u9884\u671f\u3002<\/strong>\u5728\u65b0\u51a0\u80ba\u708e\u75ab\u60c5\u540e\u7684\u590d\u82cf\u4e2d\uff0c\u4e2d\u56fd\u9886\u5bfc\u4eba\u627f\u8bfa\u52a0\u5927\u5bf9\u7ecf\u6d4e\u7684\u653f\u7b56\u652f\u6301\u529b\u5ea6\uff0c\u91cd\u70b9\u662f\u63d0\u632f\u5185\u9700\u3002\u8fd9\u5305\u62ec\u6269\u5927\u56fd\u5185\u9700\u6c42\uff0c\u589e\u52a0\u5c45\u6c11\u6536\u5165\u4ee5\u63a8\u52a8\u6d88\u8d39\u4e3b\u5bfc\u7684\u7ecf\u6d4e\u589e\u957f\uff0c\u4ee5\u53ca\u4fc3\u8fdb\u5305\u62ec\u6c7d\u8f66\u3001\u7535\u5b50\u3001\u5bb6\u5c45\u4ea7\u54c1\u548c\u65c5\u6e38\u4e1a\u5728\u5185\u7684\u5404\u4e2a\u9886\u57df\u7684\u6295\u8d44\u3002\u653f\u5e9c\u8fd8\u5c06\u8c03\u6574\u623f\u5730\u4ea7\u653f\u7b56\uff0c\u4ee5\u5e94\u5bf9\u623f\u5730\u4ea7\u5e02\u573a\u7684\u53d8\u5316\uff0c\u5316\u89e3\u5730\u65b9\u653f\u5e9c\u503a\u52a1\u98ce\u9669\u3002\u4f5c\u4e3a\u4e16\u754c\u7b2c\u4e8c\u5927\u77f3\u6cb9\u6d88\u8d39\u56fd\uff0c\u4e2d\u56fd\u5f53\u5c40\u7684\u884c\u52a8\u548c\u5bf9\u56fd\u5185\u9700\u6c42\u7684\u5173\u6ce8\u53ef\u80fd\u4f1a\u5bf9\u77f3\u6cb9\u9700\u6c42\u4ea7\u751f\u5f71\u54cd\u3002\u968f\u7740\u4e2d\u56fd\u653f\u5e9c\u8ba1\u5212\u63d0\u632f\u7ecf\u6d4e\u6d3b\u52a8\uff0c\u9884\u8ba1\u77f3\u6cb9\u9700\u6c42\u5c06\u4e0a\u5347\uff0c\u968f\u7740\u9700\u6c42\u8d85\u8fc7\u4f9b\u5e94\uff0c\u53ef\u80fd\u5bfc\u81f4\u6cb9\u4ef7\u4e0a\u6da8\u3002   <\/li><li><strong>\u4fc4\u7f57\u65af\u51fa\u53e3\u6298\u6263\u964d\u4f4e\u3002<\/strong>\u4fc4\u7f57\u65af\u8d22\u653f\u90e8\u6253\u7b97\u5c06\u7528\u4e8e\u8ba1\u7b97\u539f\u6cb9\u51fa\u53e3\u7a0e\u7684\u6298\u6263\u4ece\u6bcf\u687625\u7f8e\u5143\u964d\u81f320\u7f8e\u5143\u3002\u8fd9\u4e00\u51b3\u5b9a\u662f\u5bf9\u897f\u65b9\u5236\u88c1\u7684\u56de\u5e94\uff0c\u5305\u62ec\u5bf9\u4fc4\u7f57\u65af\u539f\u6cb9\u51fa\u53e3\u6bcf\u687660\u7f8e\u5143\u7684\u4ef7\u683c\u4e0a\u9650\u548c\u6b27\u76df\u7684\u8fdb\u53e3\u7981\u4ee4\uff0c\u5f71\u54cd\u4e86\u4fc4\u7f57\u65af\u7684\u77f3\u6cb9\u9500\u552e\u3002\u6298\u4ef7\u662f\u57fa\u4e8e\u4fc4\u7f57\u65af\u5360\u4e3b\u5bfc\u5730\u4f4d\u7684\u4e4c\u62c9\u5c14\u6df7\u5408\u539f\u6cb9\u3002\u8d22\u653f\u90e8\u8fd8\u5728\u7814\u7a76\u8fdb\u4e00\u6b65\u6539\u5584\u77f3\u6cb9\u51fa\u53e3\u7a0e\u6536\u8ba1\u7b97\u7684\u63aa\u65bd\u3002\u7531\u4e8e\u6298\u6263\u51cf\u5c11\uff0c\u4fc4\u7f57\u65af\u539f\u6cb9\u51fa\u53e3\u7684\u4e70\u5bb6\u5c06\u9762\u4e34\u66f4\u9ad8\u7684\u6bcf\u6876\u6210\u672c\u3002   <\/li><li><strong>\u963f\u66fc\u548c\u632a\u5a01\u7684\u77f3\u6cb9\u4ea7\u91cf\u3002<\/strong>\u4eca\u5e746\u6708\uff0cRex International Holding\u7684\u5b50\u516c\u53f8Masirah Oil\u62a5\u544a\u79f0\uff0c\u4f4d\u4e8e\u963f\u66fc\u8fd1\u6d7750\u533a\u5757\u7684Yumna\u6cb9\u7530\u7684\u5e73\u5747\u77f3\u6cb9\u65e5\u4ea7\u91cf\u4e3a3364\u6876\u3002Rex International\u6301\u6709Masirah Oil 91.81%\u7684\u80a1\u4efd\u3002\u6b64\u5916\uff0cRex International\u7684\u5b50\u516c\u53f8Lime Petroleum\u5728\u540c\u4e00\u4e2a\u6708\u8bb0\u5f55\u4e86\u632a\u5a01Brage\u6cb9\u7530\u6bcf\u59294,370\u6876\u6cb9\u5f53\u91cf\u7684\u77f3\u6cb9\u4ea7\u91cf\uff0cYme\u6cb9\u7530\u6bcf\u59291,907\u6876\u6cb9\u5f53\u91cf\u7684\u77f3\u6cb9\u4ea7\u91cf\u3002Lime\u77f3\u6cb9\u516c\u53f8\u62e5\u6709Brage\u6cb9\u753033.8%\u7684\u6743\u76ca\u548cYme\u6cb9\u753010%\u7684\u6743\u76ca\u3002   <\/li><li><strong>22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u516c\u53f8\u57282022\u5e74\u4e8f\u635f100\u4e07\u7f8e\u5143\uff0c\u800c2022\u5e74\u51c0\u5229\u6da6\u4e3a6,720\u4e07\u7f8e\u5143\u300222\u8d22\u5e74\u539f\u6cb9\u9500\u552e\u6536\u5165\u589e\u957f7%\uff0c\u8fbe\u52301.703\u4ebf\u7f8e\u5143\u3002   <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-786.png\" class=\"wp-image-30811\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-786.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-786-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong>   <\/li><\/ul>\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-787.png\" alt=\"\" class=\"wp-image-30812\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-787.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-787-300x190.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-787-1024x648.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-787-768x486.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-30761-_wqsyfh3srl0i\"><\/a><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-30761-_shbq9r8fej73\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-788.png\" class=\"wp-image-30813\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-788.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-788-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-30761-_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-789.png\" class=\"wp-image-30814\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-789.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-789-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-30761-_bys537v6t4yf\"><\/a><a id=\"post-30761-_9hkbocw5v6y4\"><\/a><strong>\u674e\u5b81 (2331 HK)\uff1a\u4f53\u80b2\u76db\u4f1a<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong><strong>\u91cd\u7533\u4e70<\/strong>\u5165\uff1a\u4e70\u5165\u4ef7\uff1a12.6\uff0c\u76ee\u6807\u4ef7\uff1a13.8\uff0c\u6b62\u635f\u4ef7\uff1a12.0<\/strong>   <\/li><li>\u674e\u5b81\u6709\u9650\u516c\u53f8\u4e3b\u8981\u4e8e\u4e2d\u534e\u4eba\u6c11\u5171\u548c\u56fd\uff08\u4e2d\u56fd\uff09\u4ece\u4e8b\u4f53\u80b2\u76f8\u5173\u7684\u978b\u7c7b\u3001\u670d\u88c5\u3001\u5668\u6750\u53ca\u914d\u4ef6\u7684\u54c1\u724c\u53d1\u5c55\u3001\u8bbe\u8ba1\u3001\u751f\u4ea7\u4ee5\u53ca\u9500\u552e\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u8fd8\u4ece\u4e8b\u751f\u4ea7\u3001\u5f00\u53d1\u3001\u63a8\u5e7f\u53ca\u9500\u552e\u5176\u4ed6\u54c1\u724c\u4f53\u80b2\u4ea7\u54c1\uff0c\u5305\u62ec\u7ea2\u53cc\u559c\u4e52\u4e53\u7403\u4ea7\u54c1\u3001AIGLE\uff08\u827e\u9ad8\uff09\u6237\u5916\u8fd0\u52a8\u7528\u54c1\u53caLotto\uff08\u4e50\u9014\uff09\u8fd0\u52a8\u65f6\u5c1a\u4ea7\u54c1\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u5176\u5b50\u516c\u53f8\u8fd8\u4ece\u4e8b\u63d0\u4f9b\u4fe1\u606f\u6280\u672f\u670d\u52a1\u4e1a\u52a1\u3002   <\/li><li><strong>\u5373\u5c06\u5230\u6765\u7684\u4f53\u80b2\u76db\u4f1a\u3002<\/strong>\u4e2d\u56fd\u5c06\u4e8e2023\u5e747\u670828\u65e5\u81f38\u67088\u65e5\u5728\u6210\u90fd\u4e3e\u529e\u7b2c31\u5c4a\u590f\u5b63\u4e16\u754c\u5927\u5b66\u751f\u8fd0\u52a8\u4f1a\u3002\u8be5\u6d3b\u52a8\u5c06\u6c47\u96c6\u6765\u81ea\u4e16\u754c\u5404\u5730\u7684\u5b66\u751f\u8fd0\u52a8\u5458\uff0c\u8ba9\u4ed6\u4eec\u5c55\u793a\u81ea\u5df1\u7684\u6280\u80fd\uff0c\u5efa\u7acb\u53cb\u8c0a\uff0c\u5b9e\u73b0\u68a6\u60f3\u3002\u4e2d\u56fd\u8fd8\u5c06\u4e8e2023\u5e749\u670823\u65e5\u81f32023\u5e7410\u67088\u65e5\u5728\u676d\u5dde\u4e3e\u529e\u7b2c19\u5c4a\u4e9a\u8fd0\u4f1a\u3002\u8d8a\u6765\u8d8a\u591a\u7684\u4f53\u80b2\u6d3b\u52a8\u53ef\u80fd\u4f1a\u63a8\u52a8\u5bf9\u4f53\u80b2\u670d\u88c5\u548c\u5546\u54c1\u7684\u9700\u6c42\uff0c\u674e\u5b81\u5c06\u80fd\u591f\u5229\u7528\u5bf9\u8fd9\u4e9b\u5546\u54c1\u7684\u9700\u6c42\u6765\u63a8\u52a8\u9500\u552e\u989d\u3002   <\/li><li><strong>\u52a0\u5927\u7814\u53d1\u529b\u5ea6\uff0c\u5f3a\u5316\u4f9b\u5e94\u94fe\u3002<\/strong>\u8be5\u516c\u53f8\u6b63\u5728\u5927\u5e45\u589e\u52a0\u6295\u8d44\uff0c\u5efa\u8bbe\u5176\u9996\u4e2a\u81ea\u5efa\u667a\u80fd\u5de5\u5382\u3002\u8fd9\u4e00\u6218\u7565\u4e3e\u63aa\u6807\u5fd7\u7740\u5bf9\u5916\u5305\u505a\u6cd5\u7684\u80cc\u79bb\uff0c\u76ee\u7684\u662f\u5728\u7ade\u4e89\u6fc0\u70c8\u7684\u5e02\u573a\u4e2d\u52a0\u5f3a\u5bf9\u6210\u672c\u548c\u4ea7\u54c1\u8d28\u91cf\u7684\u63a7\u5236\u3002\u8be5\u516c\u53f8\u8ba1\u5212\u62e8\u6b3e33\u4ebf\u5143\u4eba\u6c11\u5e01\u5728\u5e7f\u897f\u58ee\u65cf\u81ea\u6cbb\u533a\u897f\u5357\u90e8\u5efa\u5382\uff0c\u8f83\u4e4b\u524d15\u4ebf\u5143\u7684\u9884\u7b97\u5927\u5e45\u589e\u52a0\u3002\u901a\u8fc7\u5411\u5185\u90e8\u751f\u4ea7\u8f6c\u578b\uff0c\u674e\u5b81\u5e0c\u671b\u52a0\u5f3a\u5176\u7ba1\u7406\u6210\u672c\u548c\u786e\u4fdd\u5353\u8d8a\u4ea7\u54c1\u8d28\u91cf\u7684\u80fd\u529b\uff0c\u6700\u7ec8\u63d0\u5347\u5176\u5728\u4e1a\u5185\u7684\u58f0\u8a89\u3002   <\/li><li><strong>22\u8d22\u5e74\u4e1a\u7ee9\u3002<\/strong>\u8425\u6536\u589e\u81f3258\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u8f8321\u8d22\u5e74\u7684226\u4ebf\u5143\u4eba\u6c11\u5e01\u540c\u6bd4\u589e\u957f14.3%\u3002\u51c0\u5229\u6da6\u4ece21\u8d22\u5e74\u768440.1\u4ebf\u5143\u4eba\u6c11\u5e01\u5c0f\u5e45\u589e\u957f\u81f322\u8d22\u5e74\u768440.6\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u4fdd\u6301\u572815.7%\u7684\u5065\u5eb7\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\/07\/word-image-790.png\" alt=\"\" class=\"wp-image-30815\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-790.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-790-300x64.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-791.png\" alt=\"\" class=\"wp-image-30816\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-791.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-791-300x190.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-791-1024x648.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-791-768x486.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-30761-_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-792.png\" class=\"wp-image-30817\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-792.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-792-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-30761-_yg80fug8dpwd\"><\/a><strong>\u6c5f\u897f\u94dc\u4e1a (358 HK)\uff1a\u8fdb\u4e00\u6b65\u653e\u5bbd\u623f\u5730\u4ea7\u884c\u4e1a\u7ba1\u5236<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a12.6\uff0c\u76ee\u6807\u4ef7\uff1a13.8\uff0c\u6b62\u635f\u4ef7\uff1a12.0<\/strong>   <\/li><li>\u6c5f\u897f\u94dc\u4e1a\u80a1\u4efd\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u94dc\u91c7\u9009\u3001\u51b6\u70bc\u548c\u52a0\u5de5\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u8fd8\u4ece\u4e8b\u8d35\u91d1\u5c5e\u53ca\u7a00\u6563\u91d1\u5c5e\u7684\u63d0\u53d6\u4e0e\u52a0\u5de5\uff0c\u786b\u5316\u5de5\uff0c\u4ee5\u53ca\u91d1\u878d\u548c\u8d38\u6613\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u7684\u4ea7\u54c1\u5305\u62ec\u9634\u6781\u94dc\u3001\u9ec4\u91d1\u3001\u767d\u94f6\u3001\u786b\u9178\u3001\u94dc\u6746\u3001\u94dc\u7b94\u3001\u7852\u3001\u78b2\u3001\u94fc\u3001\u94cb\u7b49\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u5728\u4e2d\u56fd\u5927\u9646\u548c\u9999\u6e2f\u5f00\u5c55\u4e1a\u52a1\u3002   <\/li><li><strong>\u652f\u6301\u623f\u5730\u4ea7\u884c\u4e1a\u3002<\/strong>\u4e2d\u56fd\u6700\u8fd1\u4e00\u6b21\u653f\u6cbb\u5c40\u4f1a\u8bae\u8868\u660e\uff0c\u5c06\u52a0\u5927\u5bf9\u9677\u5165\u56f0\u5883\u7684\u623f\u5730\u4ea7\u884c\u4e1a\u7684\u652f\u6301\u529b\u5ea6\uff0c\u540c\u65f6\u627f\u8bfa\u63d0\u632f\u6d88\u8d39\uff0c\u89e3\u51b3\u5730\u65b9\u653f\u5e9c\u503a\u52a1\u95ee\u9898\u3002\u4ed6\u8fd8\u8ba4\u8bc6\u5230\u623f\u5730\u4ea7\u5e02\u573a\u7684\u4f9b\u9700\u52a8\u6001\u53d1\u751f\u4e86\u201c\u91cd\u5927\u201d\u53d8\u5316\u3002\u4f1a\u8bae\u5f3a\u8c03\uff0c\u4e2d\u56fd\u53ef\u4ee5\u91cd\u65b0\u8003\u8651\u6b64\u524d\u5728\u4e00\u4e8c\u7ebf\u57ce\u5e02\u5b9e\u65bd\u7684\u4e25\u5389\u63aa\u65bd\uff0c\u4ee5\u53ca\u65f6\u8c03\u6574\u548c\u4f18\u5316\u653f\u7b56\u3002\u5c06\u53bb\u5e74\u5b9e\u65bd\u768416\u9879\u6307\u5bfc\u610f\u89c1\u5ef6\u957f\u81f32024\u5e7412\u670831\u65e5\uff0c\u5c06\u4fc3\u8fdb\u91d1\u878d\u673a\u6784\u4e0e\u623f\u5730\u4ea7\u4f01\u4e1a\u534f\u5546\u672a\u507f\u8d37\u6b3e\uff0c\u4fc3\u8fdb\u5e02\u573a\u53cb\u597d\u65b9\u5f0f\uff0c\u4fdd\u62a4\u503a\u6743\u4eba\u6743\u5229\u3002\u8fd9\u4e9b\u5bf9\u4e2d\u56fd\u623f\u5730\u4ea7\u7ecf\u6d4e\u7684\u653f\u7b56\u652f\u6301\u53ef\u80fd\u4f1a\u63a8\u52a8\u5bf9\u5305\u62ec\u94dc\u5728\u5185\u7684\u5efa\u7b51\u6750\u6599\u7684\u9700\u6c42\u3002   <\/li><li><strong>\u94dc\u671f\u8d27\u53cd\u5f39<\/strong>\u3002\u7531\u4e8e\u4e2d\u56fd\u5468\u4e00\u516c\u5e03\u4e86\u6709\u5229\u7684\u7ecf\u6d4e\u523a\u6fc0\u8ba1\u5212\uff0c\u5468\u4e8c\u94dc\u671f\u8d27\u53cd\u5f39\u8d85\u8fc71.8%\u3002   <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u94dc\u671f\u8d27\u4ef7\u683c\u8d70\u52bf<\/strong>\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1226\" height=\"793\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-793.png\" alt=\"\" class=\"wp-image-30818\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-793.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-793-300x194.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-793-1024x662.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-793-768x497.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>22\u8d22\u5e74\u4e1a\u7ee9\u3002<\/strong>\u8425\u6536\u589e\u81f3\u4eba\u6c11\u5e011277\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f4.57%\u3002\u6bdb\u5229\u6da6\u4e0b\u964d7.5%\u81f3\u4eba\u6c11\u5e0133\u4ebf\u5143\u3002\u51c0\u5229\u6da617.6\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f19.1%\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-794.png\" class=\"wp-image-30819\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-794.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-794-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong>\n  <\/li><\/ul>\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-795.png\" alt=\"\" class=\"wp-image-30820\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-795.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-795-300x190.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-795-1024x648.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-795-768x486.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<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-796.png\" alt=\"\" class=\"wp-image-30821\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-796.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-796-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-30761-_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-797.png\" class=\"wp-image-30822\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-797.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-797-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-797-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-30761-_d24dz8xlypra\"><\/a><a id=\"post-30761-_u0e9lw19gc73\"><\/a><strong>\u9ad8\u901a (QCOM US)\uff1a\u968f\u8eab\u4eba\u5de5\u667a\u80fd<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong><strong>\u91cd\u7533\u4e70<\/strong>\u5165\uff1a\u4e70\u5165\u4ef7\uff1a130\uff0c\u76ee\u6807\u4ef7\uff1a140\uff0c\u6b62\u635f\u4ef7\uff1a125<\/strong>   <\/li><li>\u9ad8\u901a\u516c\u53f8\u662f\u4e00\u5bb6\u8de8\u56fd\u534a\u5bfc\u4f53\u548c\u7535\u4fe1\u8bbe\u5907\u516c\u53f8\u3002\u8be5\u516c\u53f8\u5f00\u53d1\u5e76\u63d0\u4f9b\u57fa\u4e8eCDMA\u6570\u5b57\u6280\u672f\u7684\u6570\u5b57\u65e0\u7ebf\u901a\u4fe1\u4ea7\u54c1\u548c\u670d\u52a1\u3002\u9ad8\u901a\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002   <\/li><li><strong>\u624b\u673a\u4e0a\u7684\u4eba\u5de5\u667a\u80fd\u3002<\/strong>\u9ad8\u901a\u5728\u5c06\u4eba\u5de5\u667a\u80fd\u4ece\u4e91\u7aef\u5e26\u5230\u79fb\u52a8\u8bbe\u5907\u4e0a\u53d6\u5f97\u4e86\u91cd\u5927\u7a81\u7834\u3002\u5b83\u6210\u529f\u5730\u5c55\u793a\u4e86\u5728Android\u624b\u673a\u4e0a\u8fd0\u884c\u7684\u4f18\u5316\u7684AI\u6587\u672c\u5230\u56fe\u50cf\u6e32\u67d3\u6a21\u578b\uff0cStable Diffusion\uff0c\u4f7f\u5f97\u5728\u6ca1\u6709\u4e92\u8054\u7f51\u8fde\u63a5\u7684\u60c5\u51b5\u4e0b\u5728\u667a\u80fd\u624b\u673a\u4e0a\u6709\u6548\u5730\u8fd0\u884c\u751f\u6210AI\u670d\u52a1\u6210\u4e3a\u53ef\u80fd\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u5c06\u4eba\u5de5\u667a\u80fd\u6a21\u578b\u4ece32\u4f4d\u6d6e\u70b9\u7cbe\u5ea6\u91cf\u5316\u52308\u4f4d\u6574\u6570\u7cbe\u5ea6\u6765\u5b9e\u73b0\u8fd9\u4e00\u76ee\u6807\uff0c\u4fdd\u6301\u4e86\u51e0\u4e4e\u76f8\u540c\u7684\u7cbe\u5ea6\u6c34\u5e73\uff0c\u4f46\u5728\u4f4e\u529f\u8017\u9a81\u9f99\u4eba\u5de5\u667a\u80fd\u52a0\u901f\u5668\u4e0a\u7684\u6027\u80fd\u663e\u8457\u63d0\u9ad8\u3002\u9ad8\u901a\u7684\u4eba\u5de5\u667a\u80fd\u6a21\u578b\u6548\u7387\u5de5\u5177\u5305\u5b9e\u73b0\u4e86\u7cbe\u786e\u76848\u4f4d\u6574\u6570\u91cf\u5316\uff0c\u5b83\u8fd8\u7387\u5148\u4f7f\u7528\u4e86\u66f4\u4e0d\u590d\u6742\u76844\u4f4d\u6574\u6570\u8fd0\u7b97(INT4)\uff0c\u4ee5\u8fdb\u4e00\u6b65\u51cf\u5c11\u8bbe\u5907\u4e0a\u673a\u5668\u5b66\u4e60\u7684\u8ba1\u7b97\u8d44\u6e90\u9700\u6c42\u3002   <\/li><li><strong>\u4e0eMeta\u534f\u4f5c\u3002<\/strong>\u9ad8\u901a\u548cMeta\u5e73\u53f0\u5c06\u57282024\u5e74\u5408\u4f5c\uff0c\u4f7f\u7528Meta\u7684Llama 2\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\uff0c\u4e3a\u65d7\u8230\u5b89\u5353\u8bbe\u5907\u63d0\u4f9b\u4eba\u5de5\u667a\u80fd\u670d\u52a1\u3002\u6b64\u6b21\u5408\u4f5c\u65e8\u5728\u5b9e\u73b0\u8bbe\u5907\u4e0a\u7684\u4eba\u5de5\u667a\u80fd\uff0c\u51cf\u5c11\u5bf9\u4e91\u670d\u52a1\u7684\u9700\u6c42\uff0c\u5e76\u5b9e\u73b0\u79c1\u6709\u3001\u53ef\u9760\u548c\u4e2a\u6027\u5316\u7684XR\u4f53\u9a8c\u3002\u9ad8\u901a\u8ba1\u5212\u4ece2024\u5e74\u5f00\u59cb\u63a8\u51fa\u57fa\u4e8eLlama 2\u7684\u4eba\u5de5\u667a\u80fd\uff0c\u5e76\u4e3a\u5f00\u53d1\u4eba\u5458\u63d0\u4f9b\u5de5\u5177\uff0c\u4f7f\u7528\u9ad8\u901aAI\u5806\u6808\u4f18\u5316\u8bbe\u5907\u4e0a\u4eba\u5de5\u667a\u80fd\u7684\u5e94\u7528\u7a0b\u5e8f\u3002\u8fd9\u5c06\u5bf9\u589e\u5f3a\u73b0\u5b9e\u548c\u865a\u62df\u73b0\u5b9e\u5e02\u573a\u4ea7\u751f\u6f5c\u5728\u5f71\u54cd\uff0c\u4f7f\u4e24\u5bb6\u516c\u53f8\u53d7\u76ca\uff0c\u5e76\u4e3a\u9ad8\u901a\u672a\u6765\u7684\u589e\u957f\u5960\u5b9a\u826f\u597d\u7684\u5730\u4f4d\u3002   <\/li><li>23\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d16.9%\uff0c\u81f392.7\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f1.5104\u4ebf\u7f8e\u5143\u3002GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a1.52\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u4f4e0.20\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\/07\/word-image-798.png\" alt=\"\" class=\"wp-image-30823\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-798.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-798-300x64.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-799.png\" alt=\"\" class=\"wp-image-30824\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-799.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-799-300x190.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-799-1024x648.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-799-768x486.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-30761-_k6bubwvkl8o3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-800.png\" class=\"wp-image-30825\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-800.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-800-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-800-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-30761-_5xay05fl0ao9\"><\/a><strong>\u661f\u5df4\u514b (SBUX US)\uff1a\u996e\u54c1\u6709BLACKPINK<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\u4ef7\uff1a100\uff0c\u76ee\u6807\u4ef7\uff1a110\uff0c\u6b62\u635f\u4ef7\uff1a95<\/strong>   <\/li><li>\u661f\u5df4\u514b\u516c\u53f8\u662f\u9996\u5c48\u4e00\u6307\u7684\u5496\u5561\u70d8\u7119\u5546\u3001\u8425\u9500\u5546\u548c\u96f6\u552e\u5546\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u5305\u88c5\u548c\u5355\u676f\u5496\u5561\u548c\u8336\uff0c\u996e\u6599\u76f8\u5173\u6210\u5206\uff0c\u5373\u996e\u996e\u6599\uff0c\u4ee5\u53ca\u751f\u4ea7\u548c\u9500\u552e\u74f6\u88c5\u5496\u5561\u996e\u6599\u548c\u4e00\u7cfb\u5217\u51b0\u6dc7\u6dcb\u3002\u661f\u5df4\u514b\u4e3a\u5168\u4e16\u754c\u7684\u987e\u5ba2\u63d0\u4f9b\u670d\u52a1\u3002   <\/li><li><strong>\u4e0eBlackpink\u5408\u4f5c\u3002<\/strong>\u661f\u5df4\u514b\u6700\u8fd1\u63a8\u51fa\u4e86\u4e9a\u592a\u5730\u533a\u72ec\u5bb6\u7c89\u4e1d\u4f53\u9a8c\uff0c\u4ece7\u670825\u65e5\u5f00\u59cb\uff0c\u4e3b\u6253blackpink\u4e3b\u9898\u661f\u51b0\u4e50\u548c\u9650\u91cf\u7248\u5546\u54c1\u7cfb\u5217\u3002\u8fd9\u6b21\u4e0e\u5f53\u4eca\u6700\u53d7\u6b22\u8fce\u7684\u5076\u50cf\u4e4b\u4e00\u7684\u5408\u4f5c\uff0c\u4e0e\u661f\u5df4\u514b\u81f4\u529b\u4e8e\u901a\u8fc7\u6709\u610f\u4e49\u7684\u8054\u7cfb\u63d0\u5347\u987e\u5ba2\u548c\u7c89\u4e1d\u7684\u7cbe\u795e\u4ea7\u751f\u4e86\u5171\u9e23\uff0c\u521b\u9020\u4e86\u96be\u5fd8\u7684\u661f\u5df4\u514b\u4f53\u9a8c\u3002\u968f\u9644\u7684\u9650\u91cf\u7248\u5546\u54c1\u7cfb\u5217\u62e5\u670911\u79cd\u996e\u6599\u98ce\u683c\u548c\u516d\u79cd\u751f\u6d3b\u65b9\u5f0f\u914d\u4ef6\uff0c\u91c7\u7528\u9192\u76ee\u7684\u7c89\u8272\u548c\u9ed1\u8272\u8c03\u8272\u677f\u3002\u6b64\u6b21\u5408\u4f5c\u5c06\u5728\u9999\u6e2f\u3001\u5370\u5ea6\u5c3c\u897f\u4e9a\u3001\u97e9\u56fd\u3001\u9a6c\u6765\u897f\u4e9a\u3001\u83f2\u5f8b\u5bbe\u3001\u65b0\u52a0\u5761\u3001\u53f0\u6e7e\u3001\u6cf0\u56fd\u548c\u8d8a\u5357\u7684\u90e8\u5206\u661f\u5df4\u514b\u95e8\u5e97\u8fdb\u884c\uff0c\u65e8\u5728\u5438\u5f15BLACKPINK\u7684\u7c89\u4e1d\uff0c\u4ed6\u4eec\u88ab\u4eb2\u5207\u5730\u79f0\u4e3a\u201c\u7728\u773c\u201d\uff0c\u5229\u7528\u97e9\u56fd\u6d41\u884c\u97f3\u4e50\u7684\u72c2\u70ed\u6765\u4fc3\u8fdb\u9500\u552e\u3002\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u8fd9\u6b21\u5408\u4f5c\u6807\u5fd7\u7740\u661f\u5df4\u514b\u7b2c\u4e00\u6b21\u533a\u57df\u89c4\u6a21\u7684\u5408\u4f5c\u548c\u83dc\u5355\u9879\u76ee\u5f00\u53d1\uff0c\u8fd9\u8868\u660e\u4ed6\u4eec\u5bf9\u4e0e\u5168\u7403\u5076\u50cf\u5408\u4f5c\u7684\u4fe1\u5fc3\u3002   <\/li><li><strong>\u6269\u5f20\u673a\u4f1a\u3002<\/strong>\u661f\u5df4\u514b\u548cCosta\u7b49\u5168\u7403\u5496\u5561\u8fde\u9501\u5e97\uff0c\u4ee5\u53ca\u745e\u5e78\u5496\u5561\u548c\u66fc\u7eb3\u5496\u5561\u7b49\u672c\u571f\u4f01\u4e1a\u4e4b\u95f4\u7684\u6fc0\u70c8\u7ade\u4e89\uff0c\u63a8\u52a8\u4e86\u5404\u56fd\u5496\u5561\u5e97\u7684\u6fc0\u589e\uff0c\u5bfc\u81f4\u5496\u5561\u6d88\u8d39\u91cf\u5927\u5e45\u98d9\u5347\u3002\u5bf9\u5496\u5561\u673a\u548c\u6765\u81ea\u56fd\u9645\u7684\u5496\u5561\u8c46\u7684\u9700\u6c42\u4e0d\u65ad\u589e\u957f\uff0c\u8fdb\u4e00\u6b65\u63a8\u52a8\u4e86\u8fd9\u4e00\u8d8b\u52bf\u3002\u5229\u7528\u5de8\u5927\u7684\u589e\u957f\u524d\u666f\uff0c\u661f\u5df4\u514b\u53d1\u73b0\u4e86\u5728\u4e2d\u56fd\u6269\u5f20\u7684\u5de8\u5927\u673a\u4f1a\uff0c\u7531\u4e8e\u65e5\u76ca\u5bcc\u88d5\u548c\u4eba\u53e3\u7684\u589e\u52a0\uff0c\u4e2d\u56fd\u7684\u5496\u5561\u6d88\u8d39\u91cf\u6b63\u5728\u4e0a\u5347\u3002\u968f\u7740\u57ce\u5e02\u5496\u5561\u6d88\u8d39\u91cf\u7684\u589e\u52a0\u548c\u5e9e\u5927\u7684\u4e2d\u7b49\u6536\u5165\u6d88\u8d39\u7fa4\u4f53\uff0c\u4e2d\u56fd\u4ecd\u7136\u662f\u5496\u5561\u884c\u4e1a\u7684\u5173\u952e\u5e02\u573a\u3002\u5168\u7403\u548c\u56fd\u5185\u7684\u5496\u5561\u8fde\u9501\u5e97\u90fd\u5728\u4f18\u5148\u8003\u8651\u4eba\u9645\u5173\u7cfb\uff0c\u4f18\u5316\u7ee9\u6548\uff0c\u5e76\u6295\u8d44\u4e8e\u6570\u5b57\u80fd\u529b\u548c\u521b\u65b0\u3002\u5728\u8fd9\u4e00\u8ffd\u6c42\u4e2d\uff0c\u4ed6\u4eec\u6b63\u5728\u5206\u914d\u66f4\u591a\u7684\u8d44\u6e90\u548c\u4eba\u529b\u8fdb\u5165\u4e2d\u56fd\u7684\u5c0f\u57ce\u5e02\uff0c\u65e8\u5728\u6316\u6398\u66f4\u5927\u7684\u6d88\u8d39\u7fa4\u4f53\uff0c\u540c\u65f6\u53d7\u76ca\u4e8e\u4e0e\u5927\u57ce\u5e02\u76f8\u6bd4\uff0c\u5728\u7ba1\u7406\u3001\u52b3\u52a8\u529b\u548c\u79df\u91d1\u65b9\u9762\u7684\u6210\u672c\u66f4\u4f4e\u3002\u8fd9\u4e00\u6218\u7565\u4e3e\u63aa\u4f7f\u5927\u578b\u672c\u5730\u5496\u5561\u54c1\u724c\u80fd\u591f\u8301\u58ee\u6210\u957f\uff0c\u5e76\u5de9\u56fa\u5176\u5728\u4e2d\u56fd\u5feb\u901f\u53d1\u5c55\u7684\u5496\u5561\u5e02\u573a\u7684\u5730\u4f4d\u3002   <\/li><li><strong>\u54c1\u724c\u4f18\u52bf\u3002<\/strong>\u661f\u5df4\u514b\u51c6\u5907\u5229\u7528\u5496\u5561\u884c\u4e1a\u7684\u6301\u7eed\u589e\u957f\u548c\u6709\u5229\u7684\u987e\u5ba2\u504f\u597d\uff0c\u786e\u4fdd\u6301\u7eed\u7684\u6210\u529f\u3002\u6b64\u5916\uff0c\u8be5\u516c\u53f8\u7684\u5f3a\u52bf\u5730\u4f4d\u4f53\u73b0\u5728\u5176\u6709\u6548\u5e94\u5bf9\u6f5c\u5728\u7ecf\u6d4e\u8870\u9000\u7684\u80fd\u529b\u4e0a\u3002\u8fd9\u79cd\u5f39\u6027\u5f52\u529f\u4e8e\u5176\u5fe0\u8bda\u7684\u4f1a\u5458\u8ba1\u5212\u548c\u76f8\u5bf9\u5bcc\u88d5\u7684\u5ba2\u6237\u7fa4\u3002\u8fd9\u4e9b\u56e0\u7d20\u5171\u540c\u5de9\u56fa\u4e86\u661f\u5df4\u514b\u7684\u5e02\u573a\u5730\u4f4d\uff0c\u5e76\u52a0\u5f3a\u4e86\u5b83\u5728\u5145\u6ee1\u6311\u6218\u7684\u7ecf\u6d4e\u6761\u4ef6\u4e0b\u84ec\u52c3\u53d1\u5c55\u7684\u80fd\u529b\u3002   <\/li><li><strong>23\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u589e\u957f14.5%\uff0c\u8fbe\u523087\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f2.7\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.74\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.09\u7f8e\u5143\u3002   <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-801.png\" class=\"wp-image-30826\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-801.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-801-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong>   <\/li><\/ul>\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-802.png\" alt=\"\" class=\"wp-image-30827\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-802.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-802-300x190.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-802-1024x648.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-802-768x486.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<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-30761-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-803.png\" class=\"wp-image-30828\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-803.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-803-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/h3>\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-804.png\" alt=\"\" class=\"wp-image-30829\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-804.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-804-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Take profit on Anta Sports Products (2020 HK) at HK$91, Alibaba Ltd (9988 HK) at HK$99, Caterpillar Inc (CAT US) at US$265, BYD (1211 HK) at HK$280 and Yangzijiang Shipbuilding (YZJSGD SP) at S$1.55. Add AEM (AEM SP) at S$3.81. Cut loss on Coinbase Global Inc (COIN US) at US$89.5.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"426\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/20230802_TD-1.png\" alt=\"\" class=\"wp-image-30885\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/20230802_TD-1.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/20230802_TD-1-300x136.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/20230802_TD-1-768x347.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 \u7f8e\u56fd News Feed 1. Fitch cuts US credit rating to AA+; Treasury calls it \u2018arbitrary\u2019 2. BlackRock, MSCI draw scrutiny from US House Committee on China 3. US: Stocks mixed as traders mull earnings, await jobs data 4. Oil prices rise more than 1% after sharp [&hellip;]<\/p>\n","protected":false},"author":13,"featured_media":18709,"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-30863","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 \u7f8e\u56fd \u9999\u6e2f (Source: Bloomberg) REX\u56fd\u9645 (REXI SP)\uff1a\u6cb9\u4ef7\u6b63\u5728\u63a2\u5e95\u56de\u5347 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.181\uff0c\u76ee\u6807\u4ef7\uff1a0.194\uff0c\u6b62\u635f\u4ef7\uff1a0.174 \u516c\u53f8\u662f\u4e00\u5bb6\u72ec\u7acb\u7684\u77f3\u6cb9\u52d8\u63a2\u548c\u751f\u4ea7\u516c\u53f8\u3002\u5b83\u7684\u4e1a\u52a1\u5305\u62ec\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u90e8\u95e8\u4ee5\u53ca\u975e\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u90e8\u95e8\u3002\u8be5\u516c\u53f8\u63d0\u4f9bRex Virtual Drilling\uff0c\u4e00\u79cd\u6db2\u4f53\u78b3\u6c22\u5316\u5408\u7269\u6307\u793a\u5668\uff0c\u5229\u7528\u5730\u9707\u6570\u636e\u5bfb\u627e\u77f3\u6cb9\u3002\u8be5\u516c\u53f8\u4ece\u4e8b\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u52d8\u63a2\u548c\u751f\u4ea7\u6d3b\u52a8\uff0c\u5176\u4e1a\u52a1\u91cd\u5fc3\u5728\u963f\u66fc\u548c\u632a\u5a01\u3002 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\u4fc4\u7f57\u65af\u51fa\u53e3\u6298\u6263\u964d\u4f4e\u3002\u4fc4\u7f57\u65af\u8d22\u653f\u90e8\u6253\u7b97\u5c06\u7528\u4e8e\u8ba1\u7b97\u539f\u6cb9\u51fa\u53e3\u7a0e\u7684\u6298\u6263\u4ece\u6bcf\u687625\u7f8e\u5143\u964d\u81f320\u7f8e\u5143\u3002\u8fd9\u4e00\u51b3\u5b9a\u662f\u5bf9\u897f\u65b9\u5236\u88c1\u7684\u56de\u5e94\uff0c\u5305\u62ec\u5bf9\u4fc4\u7f57\u65af\u539f\u6cb9\u51fa\u53e3\u6bcf\u687660\u7f8e\u5143\u7684\u4ef7\u683c\u4e0a\u9650\u548c\u6b27\u76df\u7684\u8fdb\u53e3\u7981\u4ee4\uff0c\u5f71\u54cd\u4e86\u4fc4\u7f57\u65af\u7684\u77f3\u6cb9\u9500\u552e\u3002\u6298\u4ef7\u662f\u57fa\u4e8e\u4fc4\u7f57\u65af\u5360\u4e3b\u5bfc\u5730\u4f4d\u7684\u4e4c\u62c9\u5c14\u6df7\u5408\u539f\u6cb9\u3002\u8d22\u653f\u90e8\u8fd8\u5728\u7814\u7a76\u8fdb\u4e00\u6b65\u6539\u5584\u77f3\u6cb9\u51fa\u53e3\u7a0e\u6536\u8ba1\u7b97\u7684\u63aa\u65bd\u3002\u7531\u4e8e\u6298\u6263\u51cf\u5c11\uff0c\u4fc4\u7f57\u65af\u539f\u6cb9\u51fa\u53e3\u7684\u4e70\u5bb6\u5c06\u9762\u4e34\u66f4\u9ad8\u7684\u6bcf\u6876\u6210\u672c\u3002 \u963f\u66fc\u548c\u632a\u5a01\u7684\u77f3\u6cb9\u4ea7\u91cf\u3002\u4eca\u5e746\u6708\uff0cRex International Holding\u7684\u5b50\u516c\u53f8Masirah Oil\u62a5\u544a\u79f0\uff0c\u4f4d\u4e8e\u963f\u66fc\u8fd1\u6d7750\u533a\u5757\u7684Yumna\u6cb9\u7530\u7684\u5e73\u5747\u77f3\u6cb9\u65e5\u4ea7\u91cf\u4e3a3364\u6876\u3002Rex International\u6301\u6709Masirah Oil 91.81%\u7684\u80a1\u4efd\u3002\u6b64\u5916\uff0cRex International\u7684\u5b50\u516c\u53f8Lime Petroleum\u5728\u540c\u4e00\u4e2a\u6708\u8bb0\u5f55\u4e86\u632a\u5a01Brage\u6cb9\u7530\u6bcf\u59294,370\u6876\u6cb9\u5f53\u91cf\u7684\u77f3\u6cb9\u4ea7\u91cf\uff0cYme\u6cb9\u7530\u6bcf\u59291,907\u6876\u6cb9\u5f53\u91cf\u7684\u77f3\u6cb9\u4ea7\u91cf\u3002Lime\u77f3\u6cb9\u516c\u53f8\u62e5\u6709Brage\u6cb9\u753033.8%\u7684\u6743\u76ca\u548cYme\u6cb9\u753010%\u7684\u6743\u76ca\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u516c\u53f8\u57282022\u5e74\u4e8f\u635f100\u4e07\u7f8e\u5143\uff0c\u800c2022\u5e74\u51c0\u5229\u6da6\u4e3a6,720\u4e07\u7f8e\u5143\u300222\u8d22\u5e74\u539f\u6cb9\u9500\u552e\u6536\u5165\u589e\u957f7%\uff0c\u8fbe\u52301.703\u4ebf\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) 22\u8d22\u5e74\u4e1a\u7ee9\u3002\u8425\u6536\u589e\u81f3\u4eba\u6c11\u5e011277\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f4.57%\u3002\u6bdb\u5229\u6da6\u4e0b\u964d7.5%\u81f3\u4eba\u6c11\u5e0133\u4ebf\u5143\u3002\u51c0\u5229\u6da617.6\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f19.1%\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update:\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"kaijie tang\"\/>\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-02-aug-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\u5e7408\u670802\u65e5: \u6c38\u79d1\u63a7\u80a1 (AEM SP), \u674e\u5b81 (2331 HK), \u9ad8\u901a (QCOM 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 \u7f8e\u56fd \u9999\u6e2f (Source: Bloomberg) REX\u56fd\u9645 (REXI SP)\uff1a\u6cb9\u4ef7\u6b63\u5728\u63a2\u5e95\u56de\u5347 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.181\uff0c\u76ee\u6807\u4ef7\uff1a0.194\uff0c\u6b62\u635f\u4ef7\uff1a0.174 \u516c\u53f8\u662f\u4e00\u5bb6\u72ec\u7acb\u7684\u77f3\u6cb9\u52d8\u63a2\u548c\u751f\u4ea7\u516c\u53f8\u3002\u5b83\u7684\u4e1a\u52a1\u5305\u62ec\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u90e8\u95e8\u4ee5\u53ca\u975e\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u90e8\u95e8\u3002\u8be5\u516c\u53f8\u63d0\u4f9bRex Virtual Drilling\uff0c\u4e00\u79cd\u6db2\u4f53\u78b3\u6c22\u5316\u5408\u7269\u6307\u793a\u5668\uff0c\u5229\u7528\u5730\u9707\u6570\u636e\u5bfb\u627e\u77f3\u6cb9\u3002\u8be5\u516c\u53f8\u4ece\u4e8b\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u52d8\u63a2\u548c\u751f\u4ea7\u6d3b\u52a8\uff0c\u5176\u4e1a\u52a1\u91cd\u5fc3\u5728\u963f\u66fc\u548c\u632a\u5a01\u3002 \u77f3\u6cb9\u8f93\u51fa\u56fd\u7ec4\u7ec7\u53ca\u975e\u6210\u5458\u56fd\u51cf\u4ea7\u3002\u6c99\u7279\u963f\u62c9\u4f2f\u548c\u4fc4\u7f57\u65af\u8fd9\u4e24\u4e2a\u4e16\u754c\u6700\u5927\u7684\u77f3\u6cb9\u51fa\u53e3\u56fd\u5ba3\u5e03\u8fdb\u4e00\u6b65\u51cf\u4ea7\u4ee5\u652f\u6491\u6cb9\u4ef7\uff0c\u5c3d\u7ba1\u4eba\u4eec\u62c5\u5fc3\u5168\u7403\u7ecf\u6d4e\u653e\u7f13\u548c\u7f8e\u56fd\u8054\u90a6\u50a8\u5907\u59d4\u5458\u4f1a\u53ef\u80fd\u52a0\u606f\u3002\u6c99\u7279\u963f\u62c9\u4f2f\u5c06\u628a\u81ea\u613f\u51cf\u4ea7100\u4e07\u6876\/\u65e5\u7684\u8ba1\u5212\u518d\u5ef6\u957f\u4e00\u4e2a\u6708\u81f38\u6708\uff0c\u4fc4\u7f57\u65af\u5c06\u57288\u6708\u524a\u51cf50\u4e07\u6876\/\u65e5\u7684\u77f3\u6cb9\u51fa\u53e3\u3002\u8fd9\u4e9b\u524a\u51cf\u76f8\u5f53\u4e8e\u5168\u7403\u4f9b\u5e94\u91cf\u76841.5%\uff0c\u77f3\u6cb9\u8f93\u51fa\u56fd\u7ec4\u7ec7\u53ca\u975e\u6210\u5458\u56fd\u627f\u8bfa\u7684\u603b\u51cf\u4ea7\u91cf\u8fbe\u5230516\u4e07\u6876\/\u5929\u3002\u963f\u5c14\u53ca\u5229\u4e9a\u4e5f\u5c06\u57288\u6708\u4efd\u989d\u5916\u51cf\u4ea72\u4e07\u6876\uff0c\u4ee5\u652f\u6301\u5e02\u573a\u5e73\u8861\u52aa\u529b\u3002\u77f3\u6cb9\u8f93\u51fa\u56fd\u7ec4\u7ec7\u53ca\u975e\u6210\u5458\u56fd\u5df2\u7ecf\u5b9e\u65bd\u4e86366\u4e07\u6876\/\u65e5\u7684\u51cf\u4ea7\u8ba1\u5212\u3002\u7531\u4e8e\u77f3\u6cb9\u51cf\u4ea7\u5bfc\u81f4\u4f9b\u5e94\u7d27\u5f20\uff0c\u6cb9\u4ef7\u5df2\u663e\u793a\u51fa\u4e0a\u6da8\u8ff9\u8c61\u3002 \u4e2d\u56fd\u523a\u6fc0\u9884\u671f\u3002\u5728\u65b0\u51a0\u80ba\u708e\u75ab\u60c5\u540e\u7684\u590d\u82cf\u4e2d\uff0c\u4e2d\u56fd\u9886\u5bfc\u4eba\u627f\u8bfa\u52a0\u5927\u5bf9\u7ecf\u6d4e\u7684\u653f\u7b56\u652f\u6301\u529b\u5ea6\uff0c\u91cd\u70b9\u662f\u63d0\u632f\u5185\u9700\u3002\u8fd9\u5305\u62ec\u6269\u5927\u56fd\u5185\u9700\u6c42\uff0c\u589e\u52a0\u5c45\u6c11\u6536\u5165\u4ee5\u63a8\u52a8\u6d88\u8d39\u4e3b\u5bfc\u7684\u7ecf\u6d4e\u589e\u957f\uff0c\u4ee5\u53ca\u4fc3\u8fdb\u5305\u62ec\u6c7d\u8f66\u3001\u7535\u5b50\u3001\u5bb6\u5c45\u4ea7\u54c1\u548c\u65c5\u6e38\u4e1a\u5728\u5185\u7684\u5404\u4e2a\u9886\u57df\u7684\u6295\u8d44\u3002\u653f\u5e9c\u8fd8\u5c06\u8c03\u6574\u623f\u5730\u4ea7\u653f\u7b56\uff0c\u4ee5\u5e94\u5bf9\u623f\u5730\u4ea7\u5e02\u573a\u7684\u53d8\u5316\uff0c\u5316\u89e3\u5730\u65b9\u653f\u5e9c\u503a\u52a1\u98ce\u9669\u3002\u4f5c\u4e3a\u4e16\u754c\u7b2c\u4e8c\u5927\u77f3\u6cb9\u6d88\u8d39\u56fd\uff0c\u4e2d\u56fd\u5f53\u5c40\u7684\u884c\u52a8\u548c\u5bf9\u56fd\u5185\u9700\u6c42\u7684\u5173\u6ce8\u53ef\u80fd\u4f1a\u5bf9\u77f3\u6cb9\u9700\u6c42\u4ea7\u751f\u5f71\u54cd\u3002\u968f\u7740\u4e2d\u56fd\u653f\u5e9c\u8ba1\u5212\u63d0\u632f\u7ecf\u6d4e\u6d3b\u52a8\uff0c\u9884\u8ba1\u77f3\u6cb9\u9700\u6c42\u5c06\u4e0a\u5347\uff0c\u968f\u7740\u9700\u6c42\u8d85\u8fc7\u4f9b\u5e94\uff0c\u53ef\u80fd\u5bfc\u81f4\u6cb9\u4ef7\u4e0a\u6da8\u3002 \u4fc4\u7f57\u65af\u51fa\u53e3\u6298\u6263\u964d\u4f4e\u3002\u4fc4\u7f57\u65af\u8d22\u653f\u90e8\u6253\u7b97\u5c06\u7528\u4e8e\u8ba1\u7b97\u539f\u6cb9\u51fa\u53e3\u7a0e\u7684\u6298\u6263\u4ece\u6bcf\u687625\u7f8e\u5143\u964d\u81f320\u7f8e\u5143\u3002\u8fd9\u4e00\u51b3\u5b9a\u662f\u5bf9\u897f\u65b9\u5236\u88c1\u7684\u56de\u5e94\uff0c\u5305\u62ec\u5bf9\u4fc4\u7f57\u65af\u539f\u6cb9\u51fa\u53e3\u6bcf\u687660\u7f8e\u5143\u7684\u4ef7\u683c\u4e0a\u9650\u548c\u6b27\u76df\u7684\u8fdb\u53e3\u7981\u4ee4\uff0c\u5f71\u54cd\u4e86\u4fc4\u7f57\u65af\u7684\u77f3\u6cb9\u9500\u552e\u3002\u6298\u4ef7\u662f\u57fa\u4e8e\u4fc4\u7f57\u65af\u5360\u4e3b\u5bfc\u5730\u4f4d\u7684\u4e4c\u62c9\u5c14\u6df7\u5408\u539f\u6cb9\u3002\u8d22\u653f\u90e8\u8fd8\u5728\u7814\u7a76\u8fdb\u4e00\u6b65\u6539\u5584\u77f3\u6cb9\u51fa\u53e3\u7a0e\u6536\u8ba1\u7b97\u7684\u63aa\u65bd\u3002\u7531\u4e8e\u6298\u6263\u51cf\u5c11\uff0c\u4fc4\u7f57\u65af\u539f\u6cb9\u51fa\u53e3\u7684\u4e70\u5bb6\u5c06\u9762\u4e34\u66f4\u9ad8\u7684\u6bcf\u6876\u6210\u672c\u3002 \u963f\u66fc\u548c\u632a\u5a01\u7684\u77f3\u6cb9\u4ea7\u91cf\u3002\u4eca\u5e746\u6708\uff0cRex International Holding\u7684\u5b50\u516c\u53f8Masirah Oil\u62a5\u544a\u79f0\uff0c\u4f4d\u4e8e\u963f\u66fc\u8fd1\u6d7750\u533a\u5757\u7684Yumna\u6cb9\u7530\u7684\u5e73\u5747\u77f3\u6cb9\u65e5\u4ea7\u91cf\u4e3a3364\u6876\u3002Rex International\u6301\u6709Masirah Oil 91.81%\u7684\u80a1\u4efd\u3002\u6b64\u5916\uff0cRex International\u7684\u5b50\u516c\u53f8Lime Petroleum\u5728\u540c\u4e00\u4e2a\u6708\u8bb0\u5f55\u4e86\u632a\u5a01Brage\u6cb9\u7530\u6bcf\u59294,370\u6876\u6cb9\u5f53\u91cf\u7684\u77f3\u6cb9\u4ea7\u91cf\uff0cYme\u6cb9\u7530\u6bcf\u59291,907\u6876\u6cb9\u5f53\u91cf\u7684\u77f3\u6cb9\u4ea7\u91cf\u3002Lime\u77f3\u6cb9\u516c\u53f8\u62e5\u6709Brage\u6cb9\u753033.8%\u7684\u6743\u76ca\u548cYme\u6cb9\u753010%\u7684\u6743\u76ca\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u516c\u53f8\u57282022\u5e74\u4e8f\u635f100\u4e07\u7f8e\u5143\uff0c\u800c2022\u5e74\u51c0\u5229\u6da6\u4e3a6,720\u4e07\u7f8e\u5143\u300222\u8d22\u5e74\u539f\u6cb9\u9500\u552e\u6536\u5165\u589e\u957f7%\uff0c\u8fbe\u52301.703\u4ebf\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) 22\u8d22\u5e74\u4e1a\u7ee9\u3002\u8425\u6536\u589e\u81f3\u4eba\u6c11\u5e011277\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f4.57%\u3002\u6bdb\u5229\u6da6\u4e0b\u964d7.5%\u81f3\u4eba\u6c11\u5e0133\u4ebf\u5143\u3002\u51c0\u5229\u6da617.6\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f19.1%\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update:\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-02-aug-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=\"2023-08-01T23:22:00+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2023-08-02T03:24:46+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2023\u5e7408\u670802\u65e5: \u6c38\u79d1\u63a7\u80a1 (AEM SP), \u674e\u5b81 (2331 HK), \u9ad8\u901a (QCOM 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 \u7f8e\u56fd \u9999\u6e2f (Source: Bloomberg) REX\u56fd\u9645 (REXI SP)\uff1a\u6cb9\u4ef7\u6b63\u5728\u63a2\u5e95\u56de\u5347 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.181\uff0c\u76ee\u6807\u4ef7\uff1a0.194\uff0c\u6b62\u635f\u4ef7\uff1a0.174 \u516c\u53f8\u662f\u4e00\u5bb6\u72ec\u7acb\u7684\u77f3\u6cb9\u52d8\u63a2\u548c\u751f\u4ea7\u516c\u53f8\u3002\u5b83\u7684\u4e1a\u52a1\u5305\u62ec\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u90e8\u95e8\u4ee5\u53ca\u975e\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u90e8\u95e8\u3002\u8be5\u516c\u53f8\u63d0\u4f9bRex Virtual Drilling\uff0c\u4e00\u79cd\u6db2\u4f53\u78b3\u6c22\u5316\u5408\u7269\u6307\u793a\u5668\uff0c\u5229\u7528\u5730\u9707\u6570\u636e\u5bfb\u627e\u77f3\u6cb9\u3002\u8be5\u516c\u53f8\u4ece\u4e8b\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u52d8\u63a2\u548c\u751f\u4ea7\u6d3b\u52a8\uff0c\u5176\u4e1a\u52a1\u91cd\u5fc3\u5728\u963f\u66fc\u548c\u632a\u5a01\u3002 \u77f3\u6cb9\u8f93\u51fa\u56fd\u7ec4\u7ec7\u53ca\u975e\u6210\u5458\u56fd\u51cf\u4ea7\u3002\u6c99\u7279\u963f\u62c9\u4f2f\u548c\u4fc4\u7f57\u65af\u8fd9\u4e24\u4e2a\u4e16\u754c\u6700\u5927\u7684\u77f3\u6cb9\u51fa\u53e3\u56fd\u5ba3\u5e03\u8fdb\u4e00\u6b65\u51cf\u4ea7\u4ee5\u652f\u6491\u6cb9\u4ef7\uff0c\u5c3d\u7ba1\u4eba\u4eec\u62c5\u5fc3\u5168\u7403\u7ecf\u6d4e\u653e\u7f13\u548c\u7f8e\u56fd\u8054\u90a6\u50a8\u5907\u59d4\u5458\u4f1a\u53ef\u80fd\u52a0\u606f\u3002\u6c99\u7279\u963f\u62c9\u4f2f\u5c06\u628a\u81ea\u613f\u51cf\u4ea7100\u4e07\u6876\/\u65e5\u7684\u8ba1\u5212\u518d\u5ef6\u957f\u4e00\u4e2a\u6708\u81f38\u6708\uff0c\u4fc4\u7f57\u65af\u5c06\u57288\u6708\u524a\u51cf50\u4e07\u6876\/\u65e5\u7684\u77f3\u6cb9\u51fa\u53e3\u3002\u8fd9\u4e9b\u524a\u51cf\u76f8\u5f53\u4e8e\u5168\u7403\u4f9b\u5e94\u91cf\u76841.5%\uff0c\u77f3\u6cb9\u8f93\u51fa\u56fd\u7ec4\u7ec7\u53ca\u975e\u6210\u5458\u56fd\u627f\u8bfa\u7684\u603b\u51cf\u4ea7\u91cf\u8fbe\u5230516\u4e07\u6876\/\u5929\u3002\u963f\u5c14\u53ca\u5229\u4e9a\u4e5f\u5c06\u57288\u6708\u4efd\u989d\u5916\u51cf\u4ea72\u4e07\u6876\uff0c\u4ee5\u652f\u6301\u5e02\u573a\u5e73\u8861\u52aa\u529b\u3002\u77f3\u6cb9\u8f93\u51fa\u56fd\u7ec4\u7ec7\u53ca\u975e\u6210\u5458\u56fd\u5df2\u7ecf\u5b9e\u65bd\u4e86366\u4e07\u6876\/\u65e5\u7684\u51cf\u4ea7\u8ba1\u5212\u3002\u7531\u4e8e\u77f3\u6cb9\u51cf\u4ea7\u5bfc\u81f4\u4f9b\u5e94\u7d27\u5f20\uff0c\u6cb9\u4ef7\u5df2\u663e\u793a\u51fa\u4e0a\u6da8\u8ff9\u8c61\u3002 \u4e2d\u56fd\u523a\u6fc0\u9884\u671f\u3002\u5728\u65b0\u51a0\u80ba\u708e\u75ab\u60c5\u540e\u7684\u590d\u82cf\u4e2d\uff0c\u4e2d\u56fd\u9886\u5bfc\u4eba\u627f\u8bfa\u52a0\u5927\u5bf9\u7ecf\u6d4e\u7684\u653f\u7b56\u652f\u6301\u529b\u5ea6\uff0c\u91cd\u70b9\u662f\u63d0\u632f\u5185\u9700\u3002\u8fd9\u5305\u62ec\u6269\u5927\u56fd\u5185\u9700\u6c42\uff0c\u589e\u52a0\u5c45\u6c11\u6536\u5165\u4ee5\u63a8\u52a8\u6d88\u8d39\u4e3b\u5bfc\u7684\u7ecf\u6d4e\u589e\u957f\uff0c\u4ee5\u53ca\u4fc3\u8fdb\u5305\u62ec\u6c7d\u8f66\u3001\u7535\u5b50\u3001\u5bb6\u5c45\u4ea7\u54c1\u548c\u65c5\u6e38\u4e1a\u5728\u5185\u7684\u5404\u4e2a\u9886\u57df\u7684\u6295\u8d44\u3002\u653f\u5e9c\u8fd8\u5c06\u8c03\u6574\u623f\u5730\u4ea7\u653f\u7b56\uff0c\u4ee5\u5e94\u5bf9\u623f\u5730\u4ea7\u5e02\u573a\u7684\u53d8\u5316\uff0c\u5316\u89e3\u5730\u65b9\u653f\u5e9c\u503a\u52a1\u98ce\u9669\u3002\u4f5c\u4e3a\u4e16\u754c\u7b2c\u4e8c\u5927\u77f3\u6cb9\u6d88\u8d39\u56fd\uff0c\u4e2d\u56fd\u5f53\u5c40\u7684\u884c\u52a8\u548c\u5bf9\u56fd\u5185\u9700\u6c42\u7684\u5173\u6ce8\u53ef\u80fd\u4f1a\u5bf9\u77f3\u6cb9\u9700\u6c42\u4ea7\u751f\u5f71\u54cd\u3002\u968f\u7740\u4e2d\u56fd\u653f\u5e9c\u8ba1\u5212\u63d0\u632f\u7ecf\u6d4e\u6d3b\u52a8\uff0c\u9884\u8ba1\u77f3\u6cb9\u9700\u6c42\u5c06\u4e0a\u5347\uff0c\u968f\u7740\u9700\u6c42\u8d85\u8fc7\u4f9b\u5e94\uff0c\u53ef\u80fd\u5bfc\u81f4\u6cb9\u4ef7\u4e0a\u6da8\u3002 \u4fc4\u7f57\u65af\u51fa\u53e3\u6298\u6263\u964d\u4f4e\u3002\u4fc4\u7f57\u65af\u8d22\u653f\u90e8\u6253\u7b97\u5c06\u7528\u4e8e\u8ba1\u7b97\u539f\u6cb9\u51fa\u53e3\u7a0e\u7684\u6298\u6263\u4ece\u6bcf\u687625\u7f8e\u5143\u964d\u81f320\u7f8e\u5143\u3002\u8fd9\u4e00\u51b3\u5b9a\u662f\u5bf9\u897f\u65b9\u5236\u88c1\u7684\u56de\u5e94\uff0c\u5305\u62ec\u5bf9\u4fc4\u7f57\u65af\u539f\u6cb9\u51fa\u53e3\u6bcf\u687660\u7f8e\u5143\u7684\u4ef7\u683c\u4e0a\u9650\u548c\u6b27\u76df\u7684\u8fdb\u53e3\u7981\u4ee4\uff0c\u5f71\u54cd\u4e86\u4fc4\u7f57\u65af\u7684\u77f3\u6cb9\u9500\u552e\u3002\u6298\u4ef7\u662f\u57fa\u4e8e\u4fc4\u7f57\u65af\u5360\u4e3b\u5bfc\u5730\u4f4d\u7684\u4e4c\u62c9\u5c14\u6df7\u5408\u539f\u6cb9\u3002\u8d22\u653f\u90e8\u8fd8\u5728\u7814\u7a76\u8fdb\u4e00\u6b65\u6539\u5584\u77f3\u6cb9\u51fa\u53e3\u7a0e\u6536\u8ba1\u7b97\u7684\u63aa\u65bd\u3002\u7531\u4e8e\u6298\u6263\u51cf\u5c11\uff0c\u4fc4\u7f57\u65af\u539f\u6cb9\u51fa\u53e3\u7684\u4e70\u5bb6\u5c06\u9762\u4e34\u66f4\u9ad8\u7684\u6bcf\u6876\u6210\u672c\u3002 \u963f\u66fc\u548c\u632a\u5a01\u7684\u77f3\u6cb9\u4ea7\u91cf\u3002\u4eca\u5e746\u6708\uff0cRex International Holding\u7684\u5b50\u516c\u53f8Masirah Oil\u62a5\u544a\u79f0\uff0c\u4f4d\u4e8e\u963f\u66fc\u8fd1\u6d7750\u533a\u5757\u7684Yumna\u6cb9\u7530\u7684\u5e73\u5747\u77f3\u6cb9\u65e5\u4ea7\u91cf\u4e3a3364\u6876\u3002Rex International\u6301\u6709Masirah Oil 91.81%\u7684\u80a1\u4efd\u3002\u6b64\u5916\uff0cRex International\u7684\u5b50\u516c\u53f8Lime Petroleum\u5728\u540c\u4e00\u4e2a\u6708\u8bb0\u5f55\u4e86\u632a\u5a01Brage\u6cb9\u7530\u6bcf\u59294,370\u6876\u6cb9\u5f53\u91cf\u7684\u77f3\u6cb9\u4ea7\u91cf\uff0cYme\u6cb9\u7530\u6bcf\u59291,907\u6876\u6cb9\u5f53\u91cf\u7684\u77f3\u6cb9\u4ea7\u91cf\u3002Lime\u77f3\u6cb9\u516c\u53f8\u62e5\u6709Brage\u6cb9\u753033.8%\u7684\u6743\u76ca\u548cYme\u6cb9\u753010%\u7684\u6743\u76ca\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u516c\u53f8\u57282022\u5e74\u4e8f\u635f100\u4e07\u7f8e\u5143\uff0c\u800c2022\u5e74\u51c0\u5229\u6da6\u4e3a6,720\u4e07\u7f8e\u5143\u300222\u8d22\u5e74\u539f\u6cb9\u9500\u552e\u6536\u5165\u589e\u957f7%\uff0c\u8fbe\u52301.703\u4ebf\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) 22\u8d22\u5e74\u4e1a\u7ee9\u3002\u8425\u6536\u589e\u81f3\u4eba\u6c11\u5e011277\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f4.57%\u3002\u6bdb\u5229\u6da6\u4e0b\u964d7.5%\u81f3\u4eba\u6c11\u5e0133\u4ebf\u5143\u3002\u51c0\u5229\u6da617.6\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f19.1%\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update:\" \/>\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 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\\u9999\\u6e2f (Source: Bloomberg) REX\\u56fd\\u9645 (REXI SP)\\uff1a\\u6cb9\\u4ef7\\u6b63\\u5728\\u63a2\\u5e95\\u56de\\u5347 \\u91cd\\u7533\\u4e70\\u5165\\uff1a\\u4e70\\u5165\\u4ef7\\uff1a0.181\\uff0c\\u76ee\\u6807\\u4ef7\\uff1a0.194\\uff0c\\u6b62\\u635f\\u4ef7\\uff1a0.174 \\u516c\\u53f8\\u662f\\u4e00\\u5bb6\\u72ec\\u7acb\\u7684\\u77f3\\u6cb9\\u52d8\\u63a2\\u548c\\u751f\\u4ea7\\u516c\\u53f8\\u3002\\u5b83\\u7684\\u4e1a\\u52a1\\u5305\\u62ec\\u77f3\\u6cb9\\u548c\\u5929\\u7136\\u6c14\\u90e8\\u95e8\\u4ee5\\u53ca\\u975e\\u77f3\\u6cb9\\u548c\\u5929\\u7136\\u6c14\\u90e8\\u95e8\\u3002\\u8be5\\u516c\\u53f8\\u63d0\\u4f9bRex Virtual 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22\\u8d22\\u5e74\\u4e1a\\u7ee9\\u56de\\u987e\\u3002\\u516c\\u53f8\\u57282022\\u5e74\\u4e8f\\u635f100\\u4e07\\u7f8e\\u5143\\uff0c\\u800c2022\\u5e74\\u51c0\\u5229\\u6da6\\u4e3a6,720\\u4e07\\u7f8e\\u5143\\u300222\\u8d22\\u5e74\\u539f\\u6cb9\\u9500\\u552e\\u6536\\u5165\\u589e\\u957f7%\\uff0c\\u8fbe\\u52301.703\\u4ebf\\u7f8e\\u5143\\u3002 \\u5e02\\u573a\\u5171\\u8bc6\\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) 22\\u8d22\\u5e74\\u4e1a\\u7ee9\\u3002\\u8425\\u6536\\u589e\\u81f3\\u4eba\\u6c11\\u5e011277\\u4ebf\\u5143\\uff0c\\u540c\\u6bd4\\u589e\\u957f4.57%\\u3002\\u6bdb\\u5229\\u6da6\\u4e0b\\u964d7.5%\\u81f3\\u4eba\\u6c11\\u5e0133\\u4ebf\\u5143\\u3002\\u51c0\\u5229\\u6da617.6\\u4ebf\\u5143\\uff0c\\u540c\\u6bd4\\u589e\\u957f19.1%\\u3002 \\u5e02\\u573a\\u5171\\u8bc6\\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard 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22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u516c\u53f8\u57282022\u5e74\u4e8f\u635f100\u4e07\u7f8e\u5143\uff0c\u800c2022\u5e74\u51c0\u5229\u6da6\u4e3a6,720\u4e07\u7f8e\u5143\u300222\u8d22\u5e74\u539f\u6cb9\u9500\u552e\u6536\u5165\u589e\u957f7%\uff0c\u8fbe\u52301.703\u4ebf\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) 22\u8d22\u5e74\u4e1a\u7ee9\u3002\u8425\u6536\u589e\u81f3\u4eba\u6c11\u5e011277\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f4.57%\u3002\u6bdb\u5229\u6da6\u4e0b\u964d7.5%\u81f3\u4eba\u6c11\u5e0133\u4ebf\u5143\u3002\u51c0\u5229\u6da617.6\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f19.1%\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update:","canonical_url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-02-aug-2023-zh\/","robots":"max-image-preview:large","keywords":"kgi daily trading ideas 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\u4fc4\u7f57\u65af\u51fa\u53e3\u6298\u6263\u964d\u4f4e\u3002\u4fc4\u7f57\u65af\u8d22\u653f\u90e8\u6253\u7b97\u5c06\u7528\u4e8e\u8ba1\u7b97\u539f\u6cb9\u51fa\u53e3\u7a0e\u7684\u6298\u6263\u4ece\u6bcf\u687625\u7f8e\u5143\u964d\u81f320\u7f8e\u5143\u3002\u8fd9\u4e00\u51b3\u5b9a\u662f\u5bf9\u897f\u65b9\u5236\u88c1\u7684\u56de\u5e94\uff0c\u5305\u62ec\u5bf9\u4fc4\u7f57\u65af\u539f\u6cb9\u51fa\u53e3\u6bcf\u687660\u7f8e\u5143\u7684\u4ef7\u683c\u4e0a\u9650\u548c\u6b27\u76df\u7684\u8fdb\u53e3\u7981\u4ee4\uff0c\u5f71\u54cd\u4e86\u4fc4\u7f57\u65af\u7684\u77f3\u6cb9\u9500\u552e\u3002\u6298\u4ef7\u662f\u57fa\u4e8e\u4fc4\u7f57\u65af\u5360\u4e3b\u5bfc\u5730\u4f4d\u7684\u4e4c\u62c9\u5c14\u6df7\u5408\u539f\u6cb9\u3002\u8d22\u653f\u90e8\u8fd8\u5728\u7814\u7a76\u8fdb\u4e00\u6b65\u6539\u5584\u77f3\u6cb9\u51fa\u53e3\u7a0e\u6536\u8ba1\u7b97\u7684\u63aa\u65bd\u3002\u7531\u4e8e\u6298\u6263\u51cf\u5c11\uff0c\u4fc4\u7f57\u65af\u539f\u6cb9\u51fa\u53e3\u7684\u4e70\u5bb6\u5c06\u9762\u4e34\u66f4\u9ad8\u7684\u6bcf\u6876\u6210\u672c\u3002 \u963f\u66fc\u548c\u632a\u5a01\u7684\u77f3\u6cb9\u4ea7\u91cf\u3002\u4eca\u5e746\u6708\uff0cRex International Holding\u7684\u5b50\u516c\u53f8Masirah Oil\u62a5\u544a\u79f0\uff0c\u4f4d\u4e8e\u963f\u66fc\u8fd1\u6d7750\u533a\u5757\u7684Yumna\u6cb9\u7530\u7684\u5e73\u5747\u77f3\u6cb9\u65e5\u4ea7\u91cf\u4e3a3364\u6876\u3002Rex International\u6301\u6709Masirah Oil 91.81%\u7684\u80a1\u4efd\u3002\u6b64\u5916\uff0cRex International\u7684\u5b50\u516c\u53f8Lime Petroleum\u5728\u540c\u4e00\u4e2a\u6708\u8bb0\u5f55\u4e86\u632a\u5a01Brage\u6cb9\u7530\u6bcf\u59294,370\u6876\u6cb9\u5f53\u91cf\u7684\u77f3\u6cb9\u4ea7\u91cf\uff0cYme\u6cb9\u7530\u6bcf\u59291,907\u6876\u6cb9\u5f53\u91cf\u7684\u77f3\u6cb9\u4ea7\u91cf\u3002Lime\u77f3\u6cb9\u516c\u53f8\u62e5\u6709Brage\u6cb9\u753033.8%\u7684\u6743\u76ca\u548cYme\u6cb9\u753010%\u7684\u6743\u76ca\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u516c\u53f8\u57282022\u5e74\u4e8f\u635f100\u4e07\u7f8e\u5143\uff0c\u800c2022\u5e74\u51c0\u5229\u6da6\u4e3a6,720\u4e07\u7f8e\u5143\u300222\u8d22\u5e74\u539f\u6cb9\u9500\u552e\u6536\u5165\u589e\u957f7%\uff0c\u8fbe\u52301.703\u4ebf\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) 22\u8d22\u5e74\u4e1a\u7ee9\u3002\u8425\u6536\u589e\u81f3\u4eba\u6c11\u5e011277\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f4.57%\u3002\u6bdb\u5229\u6da6\u4e0b\u964d7.5%\u81f3\u4eba\u6c11\u5e0133\u4ebf\u5143\u3002\u51c0\u5229\u6da617.6\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f19.1%\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update:","inLanguage":"en-US","isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/#website"},"breadcrumb":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-02-aug-2023-zh\/#breadcrumblist"},"author":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/kaijie-tangkgi-com\/#author"},"creator":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/kaijie-tangkgi-com\/#author"},"image":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/08\/Thumb01.jpg?wsr","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-02-aug-2023-zh\/#mainImage","width":292,"height":180},"primaryImageOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-02-aug-2023-zh\/#mainImage"},"datePublished":"2023-08-02T07:22:00+08:00","dateModified":"2023-08-02T11:24:46+08:00"},{"@type":"WebSite","@id":"https:\/\/www.kgieworld.sg\/research\/#website","url":"https:\/\/www.kgieworld.sg\/research\/","name":"KGI Singapore Research","description":"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","inLanguage":"en-US","publisher":{"@id":"https:\/\/www.kgieworld.sg\/research\/#organization"}}]},"og:locale":"en_US","og:site_name":"KGI Singapore Research \u2022 Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","og:type":"article","og:title":"2023\u5e7408\u670802\u65e5: \u6c38\u79d1\u63a7\u80a1 (AEM SP), \u674e\u5b81 (2331 HK), \u9ad8\u901a (QCOM US) \u2022 KGI Singapore Research","og:description":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f (Source: Bloomberg) REX\u56fd\u9645 (REXI SP)\uff1a\u6cb9\u4ef7\u6b63\u5728\u63a2\u5e95\u56de\u5347 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.181\uff0c\u76ee\u6807\u4ef7\uff1a0.194\uff0c\u6b62\u635f\u4ef7\uff1a0.174 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\u963f\u66fc\u548c\u632a\u5a01\u7684\u77f3\u6cb9\u4ea7\u91cf\u3002\u4eca\u5e746\u6708\uff0cRex International Holding\u7684\u5b50\u516c\u53f8Masirah Oil\u62a5\u544a\u79f0\uff0c\u4f4d\u4e8e\u963f\u66fc\u8fd1\u6d7750\u533a\u5757\u7684Yumna\u6cb9\u7530\u7684\u5e73\u5747\u77f3\u6cb9\u65e5\u4ea7\u91cf\u4e3a3364\u6876\u3002Rex International\u6301\u6709Masirah Oil 91.81%\u7684\u80a1\u4efd\u3002\u6b64\u5916\uff0cRex International\u7684\u5b50\u516c\u53f8Lime Petroleum\u5728\u540c\u4e00\u4e2a\u6708\u8bb0\u5f55\u4e86\u632a\u5a01Brage\u6cb9\u7530\u6bcf\u59294,370\u6876\u6cb9\u5f53\u91cf\u7684\u77f3\u6cb9\u4ea7\u91cf\uff0cYme\u6cb9\u7530\u6bcf\u59291,907\u6876\u6cb9\u5f53\u91cf\u7684\u77f3\u6cb9\u4ea7\u91cf\u3002Lime\u77f3\u6cb9\u516c\u53f8\u62e5\u6709Brage\u6cb9\u753033.8%\u7684\u6743\u76ca\u548cYme\u6cb9\u753010%\u7684\u6743\u76ca\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u516c\u53f8\u57282022\u5e74\u4e8f\u635f100\u4e07\u7f8e\u5143\uff0c\u800c2022\u5e74\u51c0\u5229\u6da6\u4e3a6,720\u4e07\u7f8e\u5143\u300222\u8d22\u5e74\u539f\u6cb9\u9500\u552e\u6536\u5165\u589e\u957f7%\uff0c\u8fbe\u52301.703\u4ebf\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) 22\u8d22\u5e74\u4e1a\u7ee9\u3002\u8425\u6536\u589e\u81f3\u4eba\u6c11\u5e011277\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f4.57%\u3002\u6bdb\u5229\u6da6\u4e0b\u964d7.5%\u81f3\u4eba\u6c11\u5e0133\u4ebf\u5143\u3002\u51c0\u5229\u6da617.6\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f19.1%\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update:","og:url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-02-aug-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":"2023-08-01T23:22:00+00:00","article:modified_time":"2023-08-02T03:24:46+00:00","twitter:card":"summary","twitter:title":"2023\u5e7408\u670802\u65e5: \u6c38\u79d1\u63a7\u80a1 (AEM SP), \u674e\u5b81 (2331 HK), \u9ad8\u901a (QCOM 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 \u7f8e\u56fd \u9999\u6e2f (Source: Bloomberg) REX\u56fd\u9645 (REXI SP)\uff1a\u6cb9\u4ef7\u6b63\u5728\u63a2\u5e95\u56de\u5347 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.181\uff0c\u76ee\u6807\u4ef7\uff1a0.194\uff0c\u6b62\u635f\u4ef7\uff1a0.174 \u516c\u53f8\u662f\u4e00\u5bb6\u72ec\u7acb\u7684\u77f3\u6cb9\u52d8\u63a2\u548c\u751f\u4ea7\u516c\u53f8\u3002\u5b83\u7684\u4e1a\u52a1\u5305\u62ec\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u90e8\u95e8\u4ee5\u53ca\u975e\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u90e8\u95e8\u3002\u8be5\u516c\u53f8\u63d0\u4f9bRex Virtual Drilling\uff0c\u4e00\u79cd\u6db2\u4f53\u78b3\u6c22\u5316\u5408\u7269\u6307\u793a\u5668\uff0c\u5229\u7528\u5730\u9707\u6570\u636e\u5bfb\u627e\u77f3\u6cb9\u3002\u8be5\u516c\u53f8\u4ece\u4e8b\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u52d8\u63a2\u548c\u751f\u4ea7\u6d3b\u52a8\uff0c\u5176\u4e1a\u52a1\u91cd\u5fc3\u5728\u963f\u66fc\u548c\u632a\u5a01\u3002 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