{"id":30904,"date":"2023-08-04T07:00:00","date_gmt":"2023-08-03T23:00:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=30904"},"modified":"2023-08-04T10:27:24","modified_gmt":"2023-08-04T02:27:24","slug":"kgi-daily-trading-ideas-04-aug-2023-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-aug-2023-zh\/","title":{"rendered":"2023\u5e7408\u670804\u65e5: \u60a6\u6995\u63a7\u80a1 (BTH SP), \u91d1\u6c99\u4e2d\u56fd (1928 HK), \u6ce2\u97f3 (BA 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-30904-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/BVa_-mhDc4iQj_thy1m861xdpgu2Ys_Xt887G2WHDSs5vrV_LUh-d8vFuavKmnM_OKbp8oiX0i42FWIHSg3rWgUtuDkT5o6HFmWFfgc2mwIlLkO87hWSeAWjLFqakxkOJwNtTvrUmE0lVoxLZ7HzH3E\" width=\"602\" height=\"371\"><\/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\/companies-markets\/us-stocks-end-higher-encouraging-inflation-data\"><a href=\"https:\/\/www.businesstimes.com.sg\/companies-markets\/capital-markets-currencies\/us-stocks-falter-ahead-key-earnings-and-jobs-data\">US: Stocks falter ahead of key earnings and jobs data<\/a><\/a> <\/p><\/td><\/tr><tr><td><p>   2. <a href=\"https:\/\/www.businesstimes.com.sg\/companies-markets\/oil-posts-fifth-week-gains-signals-tighter-supply\"><a href=\"https:\/\/www.reuters.com\/markets\/commodities\/gold-near-3-week-lows-us-data-points-more-fed-tightening-2023-08-03\/\">Gold at three-week low as higher dollar, yields dim shine<\/a><\/a><\/p><\/td><\/tr><tr><td><p>   3. <a href=\"https:\/\/www.businesstimes.com.sg\/companies-markets\/hedge-funds-turn-more-bullish-across-energy-prices-rally\"><a href=\"https:\/\/www.straitstimes.com\/business\/economy\/us-labour-market-still-strong-worker-productivity-rebounds\">US labour market still strong; worker productivity rebounds<\/a><\/a><\/p><\/td><\/tr><tr><td><p>   4. <a href=\"https:\/\/www.wsj.com\/articles\/wages-and-inflation-ease-as-fed-considers-next-move-a6abd49b?mod=us_lead_pos4\"><a href=\"https:\/\/www.channelnewsasia.com\/business\/oil-prices-set-sixth-weekly-gain-producers-pledge-output-cuts-3676951\">Oil prices set for sixth weekly gain as producers pledge output cuts<\/a><\/a> <\/p><\/td><\/tr><tr><td><p>   5. <a href=\"https:\/\/www.wsj.com\/articles\/biden-administration-poses-strict-targets-for-vehicle-fuel-economy-ed23a6a3?mod=us_lead_pos1\"><a href=\"https:\/\/www.channelnewsasia.com\/world\/us-keep-russias-food-exports-flowing-if-grain-deal-revived-blinken-says-3676361\">US to keep Russia\u2019s food exports flowing if grain deal revived, Blinken says<\/a><\/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\/08\/word-image-30.png\" alt=\"\" class=\"wp-image-30945\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-30.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-30-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-30904-_qqv3rtx8nazp\"><\/a><a id=\"post-30904-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1643\" height=\"1018\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-31.png\" alt=\"\" class=\"wp-image-30946\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-31.png 1643w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-31-300x186.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-31-1024x634.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-31-768x476.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-31-1536x952.png 1536w\" sizes=\"(max-width: 1643px) 100vw, 1643px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td><p><strong>News Feed<\/strong>\n<\/p><\/td><\/tr><tr><td><p>\n  1. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/chinas-july-services-activity-expands-quicker-pace-caixin-pmi\">China\u2019s July services activity expands at quicker pace: Caixin PMI<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/hong-kong-pmi-contracts-first-time-year-recovery-falters\">Hong Kong PMI contracts first time this year as recovery falters<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.chinadaily.com.cn\/a\/202308\/03\/WS64cad59ca31035260b819f5c.html\">Foreign firms get further incentives<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/global\/china-investment-shrinks-almost-one-third-provinces\">China investment shrinks in almost one third of provinces<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/chinas-ipo-market-seen-cooling-beijing-targets-liquidity\">China\u2019s IPO market seen cooling as Beijing targets liquidity<\/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\/08\/word-image-32.png\" alt=\"\" class=\"wp-image-30947\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-32.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-32-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-30904-_7c2gwybbbr90\"><\/a><a id=\"post-30904-_9i0c554gtu0u\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-33.png\" class=\"wp-image-30948\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-33.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-33-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-30904-_uhzkqhavyvxz\"><\/a><a id=\"post-30904-_7l8preso5cex\"><\/a><strong>\u60a6\u6995\u63a7\u80a1 (BTH SP)\uff1a\u65c5\u6e38\u4e1a\u7684\u590d\u82cf<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.445\uff0c\u76ee\u6807\u4ef7\uff1a0.485\uff0c\u6b62\u635f\u4ef7\uff1a0.425<\/strong>   <\/li><li>\u60a6\u6995\u63a7\u80a1\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u5176\u5b50\u516c\u53f8\u62e5\u6709\u548c\u7ba1\u7406\u9152\u5e97\u96c6\u56e2\u3002\u8be5\u516c\u53f8\u4e13\u6ce8\u4e8e\u9152\u5e97\uff0c\u5ea6\u5047\u6751\uff0c\u6c34\u7597\u4e2d\u5fc3\uff0c\u753b\u5eca\uff0c\u9ad8\u5c14\u592b\u7403\u573a\u548c\u4f4f\u5b85\uff0c\u4ee5\u53ca\u63d0\u4f9b\u6295\u8d44\uff0c\u8bbe\u8ba1\uff0c\u65bd\u5de5\u548c\u9879\u76ee\u7ba1\u7406\u670d\u52a1\u3002\u60a6\u6995\u63a7\u80a1\u670d\u52a1\u4e8e\u5168\u7403\u5ba2\u6237\u3002   <\/li><li><strong>\u7b2c70\u4e2a\u5730\u4ea7\u91cc\u7a0b\u7891\u3002<\/strong>\u60a6\u6995\u96c6\u56e2\u8fce\u6765\u4e86\u5176\u7b2c70\u5bb6\u9152\u5e97\u7684\u91cc\u7a0b\u7891\u5f0f\u53d1\u5c55\u3002\u6700\u8fd1\u5728\u8d8a\u5357\u548c\u65e5\u672c\u65b0\u5f00\u7684\u9152\u5e97\uff0c\u5305\u62ecAngsana Ho Tram\u3001Dhawa Ho Tram\u3001Folio Sakura Shinsaibashi Osaka\u548cHomm Stay Yumiha\uff0c\u90fd\u4f53\u73b0\u4e86\u8fd9\u79cd\u589e\u957f\u3002\u8be5\u96c6\u56e2\u8ba1\u5212\u8fdb\u4e00\u6b65\u6269\u5f20\uff0c\u5c06\u5728\u8d8a\u5357\u3001\u65e5\u672c\u3001\u5370\u5ea6\u5c3c\u897f\u4e9a\u3001\u4e2d\u56fd\u548c\u6cf0\u56fd\u5f00\u8bbe\u66f4\u591a\u9152\u5e97\u3002\u968f\u7740\u516c\u53f8\u4e0d\u65ad\u589e\u957f\u7684\u4e1a\u52a1\u548c\u52a0\u5f3a\u65c5\u6e38\u76ee\u7684\u5730\u4e4b\u95f4\u8054\u7cfb\u7684\u627f\u8bfa\uff0c\u6211\u4eec\u5bf9\u96c6\u56e2\u5728\u590d\u82cf\u7684\u65c5\u6e38\u4e1a\u4e2d\u7684\u6301\u7eed\u589e\u957f\u4fdd\u6301\u4e50\u89c2\u3002   <\/li><li><strong>\u5438\u5f15\u6e38\u5ba2\u3002<\/strong>6\u6708\u4efd\uff0c\u7531\u4e8e\u5916\u56fd\u6e38\u5ba2\u4eba\u6570\u589e\u52a0\uff0c\u65c5\u6e38\u4e1a\u6269\u5f20\uff0c\u6cf0\u56fd\u7684\u7ecf\u6d4e\u590d\u82cf\u7ee7\u7eed\u8d70\u4e0a\u6b63\u8f68\u3002\u968f\u7740\u65c5\u6e38\u65fa\u5b63\u7684\u4e34\u8fd1\uff0c\u6cf0\u56fd\u65c5\u6e38\u5c40(TAT)\u62c5\u5fc3\u56fd\u9645\u673a\u573a\u7684\u822a\u73ed\u65f6\u6bb5\u53ef\u80fd\u4f1a\u8fc7\u5ea6\u62e5\u6324\u3002\u4eca\u5e74\uff0c\u8be5\u56fd\u63a5\u5f85\u4e86\u8d85\u8fc71400\u4e07\u5916\u56fd\u6e38\u5ba2\uff0c\u5176\u4e2d\u5305\u62ec\u4e2d\u56fd\u6e38\u5ba2160\u4e07\uff0c\u5370\u5ea6\u6e38\u5ba282.6\u4e07\uff0c\u4e3a\u65c5\u6e38\u4e1a\u7684\u590d\u82cf\u505a\u51fa\u4e86\u8d21\u732e\u3002\u76ee\u524d\u822a\u73ed\u590d\u822a\u7387\u4e3a2019\u5e74\u768470%\u4ee5\u4e0a\u3002\u4e3a\u4e86\u7ba1\u7406\u5927\u91cf\u6d8c\u5165\u7684\u6e38\u5ba2\uff0c\u6cf0\u56fd\u56fd\u5bb6\u65c5\u6e38\u5c40\u5efa\u8bae\u822a\u7a7a\u516c\u53f8\u8003\u8651\u4f7f\u7528\u65c5\u6e38\u70ed\u95e8\u7701\u4efd\u7684\u5176\u4ed6\u56fd\u9645\u673a\u573a\u3002\u957f\u8363\u822a\u7a7a\u548c\u6cf0\u56fdTAT\u7b7e\u7f72\u4e86\u4e00\u4efd\u610f\u5411\u4e66\uff0c\u4ee5\u589e\u52a0\u901a\u8fc7\u957f\u8363\u822a\u7a7a\u7f51\u7edc\u98de\u5f80\u6cf0\u56fd\u7684\u6e38\u5ba2\u6570\u91cf\uff0c\u5e76\u8ba1\u5212\u5f00\u901a\u4e00\u6761\u901a\u5f80\u666e\u5409\u5c9b\u7684\u65b0\u822a\u7ebf\u3002   <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6309\u56fd\u9645\u5ea7\u4f4d\u8ba1\u7b97\u589e\u957f\u6700\u5feb\u7684\u673a\u573a\u2014\u2014\u6cf0\u56fd(\u66fc\u8c37)<\/strong>\n  <img loading=\"lazy\" decoding=\"async\" width=\"565\" height=\"384\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-34.png\" class=\"wp-image-30949\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-34.png 565w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-34-300x204.png 300w\" sizes=\"(max-width: 565px) 100vw, 565px\" \/>\n<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: <a href=\"https:\/\/www.oag.com\/south-east-asia-aviation-flight-data\">OAG<\/a>)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>22\u8d22\u5e74\u7684\u8425\u6536\u589e\u957f23%\uff0c\u4ece\u4e0a\u5e74\u540c\u671f\u76842.212\u4ebf\u65b0\u5143\u589e\u81f32.713\u4ebf\u65b0\u5143\u30022022\u5e74\u6062\u590d\u76c8\u5229\uff0c\u4ece\u4e0a\u4e00\u5e74\u7684\u7a0e\u540e\u4e8f\u635f\u548c\u5c11\u6570\u80a1\u6743\u4e8f\u635f5,520\u4e07\u65b0\u5143\u589e\u81f3\u76c8\u522980\u4e07\u65b0\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\/08\/word-image-35.png\" alt=\"\" class=\"wp-image-30950\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-35.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-35-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u5728\u8fd9\u91cc\u9605\u8bfb\u57fa\u4e8e\u57fa\u672c\u9762\u7684<\/strong><a href=\"https:\/\/www.kgieworld.sg\/futures\/resources\/ck\/files\/docs\/securities\/BTH_COMPANY%20UPDATE.pdf\"><strong>\u5b8c\u6574\u62a5\u544a<\/strong><\/a><strong>\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1226\" height=\"815\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-36.png\" alt=\"\" class=\"wp-image-30951\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-36.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-36-300x199.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-36-1024x681.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-36-768x511.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-36-730x485.png 730w\" 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\/08\/word-image-37.png\" alt=\"\" class=\"wp-image-30952\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-37.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-37-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-30904-_qmm4qz5wegw\"><\/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>\u91cd\u7533\u4e70\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\/08\/word-image-38.png\" alt=\"\" class=\"wp-image-30953\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-38.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-38-300x64.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\/08\/word-image-39.png\" alt=\"\" class=\"wp-image-30954\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-39.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-39-300x190.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-39-1024x648.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-39-768x486.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-30904-_shbq9r8fej73\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-40.png\" class=\"wp-image-30956\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-40.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-40-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-30904-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-41.png\" class=\"wp-image-30957\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-41.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-41-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-30904-_bys537v6t4yf\"><\/a><a id=\"post-30904-_wm9jy0tzncog\"><\/a><strong>\u91d1\u6c99\u4e2d\u56fd (1928 HK)\uff1a\u5bf9\u65c5\u6e38\u4e1a\u7684\u653f\u7b56\u652f\u6301<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a29.0\uff0c\u76ee\u6807\u4ef7\uff1a32.0\uff0c\u6b62\u635f\u4ef727.5<\/strong>   <\/li><li>\u91d1\u6c99\u5c9b\u4e2d\u56fd\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u5728\u6fb3\u95e8\u4ece\u4e8b\u5f00\u53d1\u53ca\u7ecf\u8425\u7efc\u5408\u5ea6\u5047\u6751\u4e1a\u52a1\u7684\u6295\u8d44\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u7ecf\u8425\u591a\u5730\u4e1a\u52a1\uff0c\u5305\u62ec\u535a\u5f69\u533a\u3001\u4f1a\u8bae\u573a\u5730\u3001\u8fdb\u884c\u5927\u578b\u4f1a\u8bae\u53ca\u5c55\u89c8\u7684\u4f1a\u5802\u3001\u96f6\u552e\u53ca\u9910\u996e\u5730\u70b9\u548c\u6587\u5a31\u573a\u6240\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u516d\u4e2a\u4e1a\u52a1\u90e8\u95e8\u8fd0\u8425\uff1a\u6fb3\u95e8\u5a01\u5c3c\u65af\u4eba\u90e8\u95e8\u3001\u91d1\u6c99\u57ce\u4e2d\u5fc3\u90e8\u95e8\u3001\u6fb3\u95e8\u767e\u5229\u5bab\u90e8\u95e8\u3001\u6fb3\u95e8\u91d1\u6c99\u90e8\u95e8\u3001\u6e21\u8f6e\u53ca\u5176\u4ed6\u4e1a\u52a1\u90e8\u95e8\u548c\u6fb3\u95e8\u5df4\u9ece\u4eba\u90e8\u95e8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u5176\u5b50\u516c\u53f8\u8fd8\u4ece\u4e8b\u63d0\u4f9b\u9ad8\u901f\u6e21\u8f6e\u8fd0\u8f93\u670d\u52a1\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u7684\u5b50\u516c\u53f8\u5305\u62ec\u91d1\u5149\u6e21\u8f6e\u6709\u9650\u516c\u53f8\u3001\u516c\u5bd3\u9152\u5e97\uff08\u6fb3\u95e8\uff09\u80a1\u4efd\u6709\u9650\u516c\u53f8\u548c\u5730\u6bb5\u53d1\u5c55\u6709\u9650\u516c\u53f8\u3002   <\/li><li><strong>20\u70b9\u63aa\u65bd\u652f\u6301\u65c5\u6e38\u7b49\u884c\u4e1a\u3002<\/strong>\u4e2d\u592e\u653f\u5e9c\u6700\u8fd1\u5ba3\u5e03\u4e8620\u9879\u652f\u6301\u65c5\u6e38\u4e1a\u548c\u4fc3\u8fdb\u6d88\u8d39\u7684\u63aa\u65bd\u3002\u5728\u4e2d\u56fd\u53d6\u6d88\u6297\u75ab\u63aa\u65bd\u540e\uff0c\u5f53\u5730\u65c5\u6e38\u4e1a\u6709\u6240\u56de\u5347\u3002\u6570\u636e\u8fd8\u663e\u793a\uff0c7\u6708\u4efd\u56fd\u5185\u822a\u73ed\u5df2\u6062\u590d\u81f3\u7565\u9ad8\u4e8e2019\u5e74\u7684\u6c34\u5e73\uff0c\u7535\u5f71\u7968\u623f\u4e5f\u9ad8\u4e8e\u75ab\u60c5\u524d\u7684\u6c34\u5e73\u3002\u65b0\u63aa\u65bd\u73b0\u5728\u9f13\u52b1\u96c7\u4e3b\u63d0\u4f9b\u66f4\u591a\u5e26\u85aa\u5047\u671f\uff0c\u8ba9\u4eba\u4eec\u4f11\u975e\u9ad8\u5cf0\u5047\u671f\uff0c\u5e76\u6269\u5927\u5305\u62ec\u65c5\u6e38\u4e1a\u5728\u5185\u7684\u4e0d\u540c\u884c\u4e1a\u7684\u670d\u52a1\u76f8\u5173\u6d88\u8d39\u3002\u65b0\u63aa\u65bd\u8fd8\u65e8\u5728\u4fc3\u8fdb\u519c\u6751\u6d88\u8d39\uff0c\u5e76\u52a0\u5927\u5bf9\u4e61\u6751\u65c5\u6e38\u7684\u6295\u5165\u3002   <\/li><li><strong>\u91d1\u6c99\u8d2d\u7269\u72c2\u6b22\u8282\u3002<\/strong>\u91d1\u6c99\u4e2d\u56fd\u6709\u9650\u516c\u53f8(Sands China Ltd.)\u6700\u8fd1\u5728\u91d1\u6c99\u4e2d\u56fd\u65d7\u4e0b\u7684\u8c6a\u534e\u9152\u5e97\u6fb3\u95e8\u5a01\u5c3c\u65af\u4eba\u9152\u5e97(The Venetian Macao)\u63a8\u51fa\u4e86\u201c2023\u91d1\u6c99\u8d2d\u7269\u5609\u5e74\u534e\u201d(2023 Sands Shopping Carnival)\uff0c\u7ea6\u6709580\u5bb6\u672c\u5730\u4e2d\u5c0f\u4f01\u4e1a\u53c2\u52a0\u3002\u5609\u5e74\u534e\u4f1a\u57287\u6708\u5e95\u6301\u7eed\u4e00\u5468\uff0c\u65e8\u5728\u523a\u6fc0\u7ecf\u6d4e\u589e\u957f\uff0c\u5e76\u4e3a\u5f53\u5730\u4eba\u548c\u6e38\u5ba2\u63d0\u4f9b\u4e00\u4e2a\u6709\u8da3\u7684\u5468\u672b\u76ee\u7684\u5730\u70ed\u70b9\u3002\u6d3b\u52a8\u5438\u5f15\u4e86\u8d85\u8fc711\u4e07\u540d\u6e38\u5ba2\u524d\u6765\u53c2\u52a0\u8fd9\u4e2a\u6807\u5fd7\u6027\u7684\u8d2d\u7269\u6d3b\u52a8\uff0c\u5176\u4e2d\u8d85\u8fc750%\u7684\u6e38\u5ba2\u6765\u81ea\u6e38\u5ba2\u3002   <\/li><li><strong>\u6e38\u5ba2\u4eba\u6570\u589e\u52a0<\/strong>\u30022023\u5e746\u6708\uff0c\u6fb3\u95e8\u5165\u5883\u6e38\u5ba2\u4eba\u6570\u8f83\u4e0a\u5e74\u540c\u671f\u731b\u589e480.6%\uff0c\u81f32,21\u4e07\u4eba\uff0c\u4eca\u5e74\u8fc4\u4eca\u603b\u5165\u5883\u6e38\u5ba2\u4eba\u6570\u589e\u957f467.6%\u3002\u65c5\u6e38\u4e1a\u7684\u589e\u957f\u9884\u8ba1\u5c06\u63a8\u52a8\u91d1\u6c99\u4e2d\u56fd\u5728\u6b64\u671f\u95f4\u7684\u6536\u5165\u589e\u957f\u3002   <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6fb3\u95e85\u5e74\u6765\u7684\u6e38\u5ba2\u4eba\u6570<\/strong>\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1276\" height=\"828\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-42.png\" alt=\"\" class=\"wp-image-30958\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-42.png 1276w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-42-300x195.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-42-1024x664.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-42-768x498.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><strong>22\u8d22\u5e74\u4e1a\u7ee9\u3002<\/strong>\u8425\u6536\u964d\u81f31.65\u4ebf\u7f8e\u5143\uff0c\u8f8321\u8d22\u5e74\u768428.74\u4ebf\u7f8e\u5143\u540c\u6bd4\u4e0b\u964d44.2%\u3002\u51c0\u4e8f\u635f\u4ece21\u8d22\u5e74\u76849.03\u4ebf\u7f8e\u5143\u589e\u52a0\u81f322\u8d22\u5e74\u768415.776\u4ebf\u7f8e\u5143\u3002\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u4ece21\u8d22\u5e74\u7684- 0.11\u7f8e\u5143\u964d\u81f322\u8d22\u5e74\u7684- 0.19\u7f8e\u5143\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\/08\/a-blue-and-white-rectangular-box-with-white-text.png\" class=\"wp-image-30959\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/a-blue-and-white-rectangular-box-with-white-text.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/a-blue-and-white-rectangular-box-with-white-text-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=\"815\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-43.png\" alt=\"\" class=\"wp-image-30960\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-43.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-43-300x199.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-43-1024x681.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-43-768x511.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-43-730x485.png 730w\" 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-30904-_v0tgrq7sbyi8\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-44.png\" class=\"wp-image-30961\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-44.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-44-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-30904-_1np94a8x31tw\"><\/a><strong>\u674e\u5b81 (2331 HK)\uff1a\u4f53\u80b2\u76db\u4f1a<\/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>\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\/08\/word-image-45.png\" alt=\"\" class=\"wp-image-30962\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-45.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-45-300x64.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\/08\/word-image-46.png\" alt=\"\" class=\"wp-image-30963\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-46.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-46-300x190.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-46-1024x648.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-46-768x486.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\/08\/word-image-47.png\" alt=\"\" class=\"wp-image-30964\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-47.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-47-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-30904-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-48.png\" class=\"wp-image-30965\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-48.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-48-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-48-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-30904-_d24dz8xlypra\"><\/a><a id=\"post-30904-_u0e9lw19gc73\"><\/a><strong>\u6ce2\u97f3 (BA US)\uff1a\u5f3a\u52b2\u7684\u65c5\u6e38\u9700\u6c42<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a230\uff0c\u76ee\u6807\u4ef7\uff1a250\uff0c\u6b62\u635f\u4ef7\uff1a220<\/strong>   <\/li><li>\u6ce2\u97f3\u516c\u53f8\u53ca\u5176\u5b50\u516c\u53f8\u5728\u5168\u7403\u8303\u56f4\u5185\u8bbe\u8ba1\u3001\u5f00\u53d1\u3001\u5236\u9020\u3001\u9500\u552e\u3001\u670d\u52a1\u548c\u652f\u6301\u5546\u7528\u55b7\u6c14\u5ba2\u673a\u3001\u519b\u7528\u98de\u673a\u3001\u536b\u661f\u3001\u5bfc\u5f39\u9632\u5fa1\u7cfb\u7edf\u3001\u8f7d\u4eba\u822a\u5929\u98de\u884c\u548c\u53d1\u5c04\u7cfb\u7edf\u4ee5\u53ca\u670d\u52a1\u3002   <\/li><li><strong>\u56fd\u9645\u65c5\u6e38\u9700\u6c42\u5f3a\u52b2\u3002<\/strong>\u822a\u7a7a\u516c\u53f8\u6b63\u5728\u7ecf\u5386\u56fd\u5185\u548c\u56fd\u9645\u65c5\u884c\u9700\u6c42\u7684\u5f3a\u52b2\u590d\u82cf\uff0c\u8fd9\u4fc3\u4f7f\u5b83\u4eec\u6269\u5927\u4e86\u56fd\u5bb6\u4e4b\u95f4\u7684\u822a\u73ed\uff0c\u5e76\u9884\u8ba1\u672a\u6765\u51e0\u4e2a\u6708\u9500\u552e\u989d\u5c06\u8fdb\u4e00\u6b65\u589e\u957f\u3002\u56fd\u5185\u822a\u7a7a\u65c5\u884c\u5df2\u5168\u9762\u53cd\u5f39\uff0c\u56fd\u9645\u5ba2\u8fd0\u91cf\u63a5\u8fd1\u5927\u6d41\u884c\u524d\u7684\u6c34\u5e73\uff0c\u5bfc\u81f4\u5bf9\u5546\u7528\u98de\u673a\u548c\u822a\u7a7a\u4eba\u5458\u7684\u9700\u6c42\u589e\u52a0\u3002\u4e0a\u4e00\u5b63\u5ea6\u65c5\u884c\u9700\u6c42\u7684\u6fc0\u589e\u63a8\u52a8\u4e86\u822a\u7a7a\u516c\u53f8\u5bf9\u56fd\u9645\u65c5\u884c\u589e\u957f\u7684\u9884\u6d4b\u3002\u56e0\u6b64\uff0c\u822a\u7a7a\u516c\u53f8\u6b63\u5728\u5bfb\u6c42\u8d2d\u4e70\u66f4\u591a\u7684\u5546\u7528\u98de\u673a\uff0c\u4ee5\u6ee1\u8db3\u5168\u7403\u65c5\u5ba2\u7684\u9700\u6c42\u3002\u6ce2\u97f3\u7ba1\u7406\u5c42\u9884\u8ba1\uff0c\u5728\u5ba2\u8fd0\u91cf\u589e\u957f\u548c\u7535\u5b50\u5546\u52a1\u65e5\u76ca\u666e\u53ca\u7b49\u56e0\u7d20\u7684\u63a8\u52a8\u4e0b\uff0c\u5168\u7403\u673a\u961f\u3001\u98de\u673a\u670d\u52a1\u548c\u5168\u7403\u8d27\u673a\u673a\u961f\u7b49\u5404\u4e2a\u5e02\u573a\u90fd\u5c06\u51fa\u73b0\u663e\u8457\u589e\u957f\u3002   <\/li><li><strong>\u83b7\u5f97\u7f8e\u56fd\u6d77\u519b\u5408\u540c\u3002<\/strong>\u6ce2\u97f3\u516c\u53f8\u83b7\u5f97\u4e86\u4e00\u4efd\u4ef7\u503c\u7ea61.1514\u4ebf\u7f8e\u5143\u7684\u56fa\u5b9a\u4ef7\u683c\u8ba2\u5355\uff0c\u4e3aMQ-25A\u201c\u9ec4\u8c82\u9c7c\u201d\u98de\u673a\u63d0\u4f9b\u521d\u59cb\u5907\u4ef6\u548c\u7ef4\u4fee\u8bbe\u5907\u3002\u8be5\u8ba2\u5355\u652f\u6301\u98de\u673a\u5728\u9996\u6b21\u90e8\u7f72\u65f6\u7684\u51c6\u5907\u3001\u53ef\u7ef4\u62a4\u6027\u548c\u53ef\u9760\u6027\u3002\u8be5\u5de5\u4f5c\u8ba1\u5212\u4e8e2026\u5e747\u6708\u5b8c\u6210\uff0c\u6d77\u519b\u822a\u7a7a\u7cfb\u7edf\u53f8\u4ee4\u90e8\u8d1f\u8d23\u5408\u540c\u6d3b\u52a8\u3002   <\/li><li><strong>\u589e\u52a0\u4ea7\u80fd\u3002<\/strong>\u6ce2\u97f3\u62a5\u544a\u79f0\uff0c\u79ef\u538b\u8ba2\u5355\u9ad8\u8fbe4400\u4ebf\u7f8e\u5143\uff0c\u5176\u4e2d\u5305\u62ec\u903e4800\u67b6\u5546\u7528\u98de\u673a\u3002737\u9879\u76ee\u6b63\u5728\u9010\u6b65\u63d0\u9ad8\u4ea7\u91cf\uff0c\u76ee\u6807\u662f\u6bcf\u6708\u751f\u4ea738\u67b6\u98de\u673a\uff0c\u8ba1\u5212\u52302025\/2026\u5e74\u8fbe\u5230\u6bcf\u670850\u67b6\u3002\u4eca\u5e74\uff0c\u8be5\u8ba1\u5212\u6253\u7b97\u4ea4\u4ed8400-450\u67b6\u98de\u673a\u3002787\u9879\u76ee\u4e5f\u5c06\u4ea7\u91cf\u63d0\u9ad8\u5230\u6bcf\u67084\u67b6\uff0c\u5e76\u8ba1\u5212\u57282023\u5e74\u5e95\u8fbe\u5230\u6bcf\u67085\u67b6\uff0c\u6700\u7ec8\u57282025\/2026\u5e74\u8fbe\u5230\u6bcf\u670810\u67b6\u3002\u8be5\u9879\u76ee\u8ba1\u5212\u4eca\u5e74\u4ea4\u4ed870-80\u67b6\u98de\u673a\u3002   <\/li><li><strong>\u65b0\u4ea4\u4ed8\u3002<\/strong>\u6ce2\u97f3\u516c\u53f8\u8ba1\u5212\u5728\u660e\u5e74\u5f00\u59cb\u5411\u5ba2\u6237\u4ea4\u4ed8\u5176\u6700\u5c0f\u548c\u6700\u5927\u7684B737 MAX\u578b\u53f7\uff0c\u9884\u8ba1B737-7\u5c06\u4e8e2023\u5e74\u83b7\u5f97\u8ba4\u8bc1\uff0c\u5e76\u4e8e2024\u5e74\u9996\u6b21\u4ea4\u4ed8\uff0cB737-10\u5c06\u4e8e2023\u5e74\u8fdb\u884c\u8ba4\u8bc1\u98de\u884c\u6d4b\u8bd5\uff0c\u5e76\u4e8e2024\u5e74\u9996\u6b21\u4ea4\u4ed8\u3002\u8fd9\u4e9b\u5ef6\u8bef\u662f\u7531\u4e8eMAX\u98de\u673a\u5728\u5168\u7403\u505c\u98de\u540e\uff0c\u7f8e\u56fd\u8054\u90a6\u822a\u7a7a\u5c40(FAA)\u63d0\u51fa\u4e86\u66f4\u4e25\u683c\u7684\u8981\u6c42\u3002\u897f\u5357\u822a\u7a7a\u516c\u53f8\u662fB737-7\u7684\u4e3b\u8981\u5ba2\u6237\uff0c\u8ba2\u8d2d\u4e86207\u67b6\uff0c\u5176\u6b21\u662f\u5176\u4ed6\u822a\u7a7a\u516c\u53f8\uff0c\u8ba2\u5355\u8f83\u5c11\u3002B737-10\u5df2\u83b7\u5f9719\u5bb6\u5ba2\u6237\u76841018\u67b6\u8ba2\u5355\uff0c\u5e7f\u53d7\u6b22\u8fce\uff0c\u7f8e\u56fd\u8054\u5408\u822a\u7a7a\u516c\u53f8\u5c06\u6210\u4e3a\u5176\u9996\u6279\u5ba2\u6237\u3002FAA\u5f3a\u8c03\u5b89\u5168\u662f\u8ba4\u8bc1\u9879\u76ee\u7684\u4f18\u5148\u4e8b\u9879\uff0c\u907f\u514d\u8ba8\u8bba\u6b63\u5728\u8fdb\u884c\u7684\u8fc7\u7a0b\u3002   <\/li><li><strong>23\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u589e\u957f18.4%\uff0c\u81f3197.5\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f11.6\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u4e8f\u635f\u4e3a0.82\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.07\u7f8e\u5143\u3002   <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>     <img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-49.png\" class=\"wp-image-30966\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-49.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-49-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/>   <\/li><\/ul>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"1226\" height=\"815\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-50.png\" class=\"wp-image-30967\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-50.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-50-300x199.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-50-1024x681.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-50-768x511.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-50-730x485.png 730w\" sizes=\"(max-width: 1226px) 100vw, 1226px\" \/><\/strong>\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-30904-_k6bubwvkl8o3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-51.png\" class=\"wp-image-30968\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-51.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-51-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-51-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-30904-_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\/08\/word-image-52.png\" class=\"wp-image-30969\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-52.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-52-300x64.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\/08\/word-image-53.png\" alt=\"\" class=\"wp-image-30970\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-53.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-53-300x190.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-53-1024x648.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-53-768x486.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-30904-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-54.png\" class=\"wp-image-30971\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-54.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-54-300x64.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\/08\/word-image-55.png\" alt=\"\" class=\"wp-image-30972\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-55.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-55-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Add Starbucks (SBUX US) at US$100. Cut loss on Seatrium Limited (STM SP) at S$0.136, Prada SPA (1913 HK) at HK$54.5, and Qualcomm Inc (QCOM US) at US$118.7. <\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"443\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-56.png\" alt=\"\" class=\"wp-image-30973\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-56.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-56-300x141.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-56-768x361.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. US: Stocks falter ahead of key earnings and jobs data 2. Gold at three-week low as higher dollar, yields dim shine 3. US labour market still strong; worker productivity rebounds 4. Oil prices set for sixth weekly gain as producers pledge output [&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-30904","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 ^ Back To Top \u5728\u8fd9\u91cc\u9605\u8bfb\u57fa\u4e8e\u57fa\u672c\u9762\u7684\u5b8c\u6574\u62a5\u544a\u3002 (Source: Bloomberg) \u6c38\u79d1\u63a7\u80a1 (AEM SP): \u6765\u81ea\u82f1\u7279\u5c14\u7684\u79ef\u6781\u4fe1\u53f7 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a3.81\uff0c\u76ee\u6807\u4ef7\uff1a4.15\uff0c\u6b62\u635f\u4ef7\uff1a3.63 \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 \u82f1\u7279\u5c14\u663e\u793a\u51fa\u590d\u82cf\u7684\u65e9\u671f\u8ff9\u8c61\u3002\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 \u6cd5\u5f8b\u7ea0\u7eb7\u89e3\u51b3\u3002\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 \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\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 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) 22\u8d22\u5e74\u4e1a\u7ee9\u3002\u8425\u6536\u964d\u81f31.65\u4ebf\u7f8e\u5143\uff0c\u8f8321\u8d22\u5e74\u768428.74\u4ebf\u7f8e\u5143\u540c\u6bd4\u4e0b\u964d44.2%\u3002\u51c0\u4e8f\u635f\u4ece21\u8d22\u5e74\u76849.03\u4ebf\u7f8e\u5143\u589e\u52a0\u81f322\u8d22\u5e74\u768415.776\u4ebf\u7f8e\u5143\u3002\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u4ece21\u8d22\u5e74\u7684- 0.11\u7f8e\u5143\u964d\u81f322\u8d22\u5e74\u7684- 0.19\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg)\" \/>\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-04-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\u670804\u65e5: \u60a6\u6995\u63a7\u80a1 (BTH SP), \u91d1\u6c99\u4e2d\u56fd (1928 HK), \u6ce2\u97f3 (BA 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 ^ Back To Top \u5728\u8fd9\u91cc\u9605\u8bfb\u57fa\u4e8e\u57fa\u672c\u9762\u7684\u5b8c\u6574\u62a5\u544a\u3002 (Source: Bloomberg) \u6c38\u79d1\u63a7\u80a1 (AEM SP): \u6765\u81ea\u82f1\u7279\u5c14\u7684\u79ef\u6781\u4fe1\u53f7 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a3.81\uff0c\u76ee\u6807\u4ef7\uff1a4.15\uff0c\u6b62\u635f\u4ef7\uff1a3.63 \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 \u82f1\u7279\u5c14\u663e\u793a\u51fa\u590d\u82cf\u7684\u65e9\u671f\u8ff9\u8c61\u3002\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 \u6cd5\u5f8b\u7ea0\u7eb7\u89e3\u51b3\u3002\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 \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\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 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) 22\u8d22\u5e74\u4e1a\u7ee9\u3002\u8425\u6536\u964d\u81f31.65\u4ebf\u7f8e\u5143\uff0c\u8f8321\u8d22\u5e74\u768428.74\u4ebf\u7f8e\u5143\u540c\u6bd4\u4e0b\u964d44.2%\u3002\u51c0\u4e8f\u635f\u4ece21\u8d22\u5e74\u76849.03\u4ebf\u7f8e\u5143\u589e\u52a0\u81f322\u8d22\u5e74\u768415.776\u4ebf\u7f8e\u5143\u3002\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u4ece21\u8d22\u5e74\u7684- 0.11\u7f8e\u5143\u964d\u81f322\u8d22\u5e74\u7684- 0.19\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg)\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-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=\"2023-08-03T23:00:00+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2023-08-04T02:27:24+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2023\u5e7408\u670804\u65e5: \u60a6\u6995\u63a7\u80a1 (BTH SP), \u91d1\u6c99\u4e2d\u56fd (1928 HK), \u6ce2\u97f3 (BA 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 ^ Back To Top \u5728\u8fd9\u91cc\u9605\u8bfb\u57fa\u4e8e\u57fa\u672c\u9762\u7684\u5b8c\u6574\u62a5\u544a\u3002 (Source: Bloomberg) \u6c38\u79d1\u63a7\u80a1 (AEM SP): \u6765\u81ea\u82f1\u7279\u5c14\u7684\u79ef\u6781\u4fe1\u53f7 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a3.81\uff0c\u76ee\u6807\u4ef7\uff1a4.15\uff0c\u6b62\u635f\u4ef7\uff1a3.63 \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 \u82f1\u7279\u5c14\u663e\u793a\u51fa\u590d\u82cf\u7684\u65e9\u671f\u8ff9\u8c61\u3002\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 \u6cd5\u5f8b\u7ea0\u7eb7\u89e3\u51b3\u3002\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 \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\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 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) 22\u8d22\u5e74\u4e1a\u7ee9\u3002\u8425\u6536\u964d\u81f31.65\u4ebf\u7f8e\u5143\uff0c\u8f8321\u8d22\u5e74\u768428.74\u4ebf\u7f8e\u5143\u540c\u6bd4\u4e0b\u964d44.2%\u3002\u51c0\u4e8f\u635f\u4ece21\u8d22\u5e74\u76849.03\u4ebf\u7f8e\u5143\u589e\u52a0\u81f322\u8d22\u5e74\u768415.776\u4ebf\u7f8e\u5143\u3002\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u4ece21\u8d22\u5e74\u7684- 0.11\u7f8e\u5143\u964d\u81f322\u8d22\u5e74\u7684- 0.19\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg)\" \/>\n\t\t<meta name=\"twitter:image\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<script type=\"application\/ld+json\" class=\"aioseo-schema\">\n\t\t\t{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"BlogPosting\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-04-aug-2023-zh\\\/#blogposting\",\"name\":\"2023\\u5e7408\\u670804\\u65e5: \\u60a6\\u6995\\u63a7\\u80a1 (BTH SP), \\u91d1\\u6c99\\u4e2d\\u56fd (1928 HK), \\u6ce2\\u97f3 (BA US) \\u2022 KGI Singapore Research\",\"headline\":\"2023\\u5e7408\\u670804\\u65e5: \\u60a6\\u6995\\u63a7\\u80a1 (BTH SP), \\u91d1\\u6c99\\u4e2d\\u56fd (1928 HK), \\u6ce2\\u97f3 (BA US)\",\"author\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/kaijie-tangkgi-com\\\/#author\"},\"publisher\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\"},\"image\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/wp-content\\\/uploads\\\/2022\\\/08\\\/Thumb01.jpg?wsr\",\"width\":292,\"height\":180},\"datePublished\":\"2023-08-04T07:00:00+08:00\",\"dateModified\":\"2023-08-04T10:27:24+08:00\",\"inLanguage\":\"en-US\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-04-aug-2023-zh\\\/#webpage\"},\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-04-aug-2023-zh\\\/#webpage\"},\"articleSection\":\"KGI Daily Trading Ideas (Chinese)\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-04-aug-2023-zh\\\/#breadcrumblist\",\"itemListElement\":[{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research#listItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\",\"nextItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/#listItem\",\"name\":\"KGI Daily Trading Ideas (Chinese)\"}},{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/#listItem\",\"position\":2,\"name\":\"KGI Daily Trading Ideas (Chinese)\",\"item\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/\",\"nextItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-04-aug-2023-zh\\\/#listItem\",\"name\":\"2023\\u5e7408\\u670804\\u65e5: \\u60a6\\u6995\\u63a7\\u80a1 (BTH SP), \\u91d1\\u6c99\\u4e2d\\u56fd (1928 HK), \\u6ce2\\u97f3 (BA US)\"},\"previousItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research#listItem\",\"name\":\"Home\"}},{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-04-aug-2023-zh\\\/#listItem\",\"position\":3,\"name\":\"2023\\u5e7408\\u670804\\u65e5: \\u60a6\\u6995\\u63a7\\u80a1 (BTH SP), \\u91d1\\u6c99\\u4e2d\\u56fd (1928 HK), \\u6ce2\\u97f3 (BA US)\",\"previousItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/#listItem\",\"name\":\"KGI Daily Trading Ideas (Chinese)\"}}]},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\",\"name\":\"KGI Research Singapore\",\"description\":\"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/\",\"telephone\":\"+6562021188\",\"logo\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/wp-content\\\/uploads\\\/2020\\\/11\\\/cropped-Square-logo-PNG.png?wsr\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-04-aug-2023-zh\\\/#organizationLogo\",\"width\":512,\"height\":512},\"image\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-04-aug-2023-zh\\\/#organizationLogo\"}},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/kaijie-tangkgi-com\\\/#author\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/kaijie-tangkgi-com\\\/\",\"name\":\"kaijie tang\",\"image\":{\"@type\":\"ImageObject\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-04-aug-2023-zh\\\/#authorImage\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/a34c98aa96836f2b9af53a6421fe8661d4e9cad525fc6b3d0b9209445430f01b?s=96&d=mm&r=g\",\"width\":96,\"height\":96,\"caption\":\"kaijie tang\"}},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-04-aug-2023-zh\\\/#webpage\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-04-aug-2023-zh\\\/\",\"name\":\"2023\\u5e7408\\u670804\\u65e5: \\u60a6\\u6995\\u63a7\\u80a1 (BTH SP), \\u91d1\\u6c99\\u4e2d\\u56fd (1928 HK), \\u6ce2\\u97f3 (BA US) \\u2022 KGI Singapore Research\",\"description\":\"\\u65b0\\u52a0\\u5761\\u80a1\\u7968\\u63a8\\u8350 | \\u9999\\u6e2f\\u80a1\\u7968\\u63a8\\u8350 | \\u7f8e\\u80a1\\u63a8\\u8350 | \\u884c\\u4e1a\\u677f\\u5757\\u8868\\u73b0 | \\u4ea4\\u6613\\u9f99\\u864e\\u699c \\u7f8e\\u56fd \\u9999\\u6e2f ^ Back To Top \\u5728\\u8fd9\\u91cc\\u9605\\u8bfb\\u57fa\\u4e8e\\u57fa\\u672c\\u9762\\u7684\\u5b8c\\u6574\\u62a5\\u544a\\u3002 (Source: Bloomberg) \\u6c38\\u79d1\\u63a7\\u80a1 (AEM SP): \\u6765\\u81ea\\u82f1\\u7279\\u5c14\\u7684\\u79ef\\u6781\\u4fe1\\u53f7 \\u91cd\\u7533\\u4e70\\u5165\\uff1a\\u4e70\\u5165\\u4ef7\\uff1a3.81\\uff0c\\u76ee\\u6807\\u4ef7\\uff1a4.15\\uff0c\\u6b62\\u635f\\u4ef7\\uff1a3.63 \\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 \\u82f1\\u7279\\u5c14\\u663e\\u793a\\u51fa\\u590d\\u82cf\\u7684\\u65e9\\u671f\\u8ff9\\u8c61\\u3002\\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 \\u6cd5\\u5f8b\\u7ea0\\u7eb7\\u89e3\\u51b3\\u3002\\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 \\u7b2c\\u4e00\\u5b63\\u5ea6\\u4e1a\\u7ee9\\u56de\\u987e\\u3002\\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 \\u5e02\\u573a\\u5171\\u8bc6\\u3002 (Source: Bloomberg) (Source: Bloomberg) 22\\u8d22\\u5e74\\u4e1a\\u7ee9\\u3002\\u8425\\u6536\\u964d\\u81f31.65\\u4ebf\\u7f8e\\u5143\\uff0c\\u8f8321\\u8d22\\u5e74\\u768428.74\\u4ebf\\u7f8e\\u5143\\u540c\\u6bd4\\u4e0b\\u964d44.2%\\u3002\\u51c0\\u4e8f\\u635f\\u4ece21\\u8d22\\u5e74\\u76849.03\\u4ebf\\u7f8e\\u5143\\u589e\\u52a0\\u81f322\\u8d22\\u5e74\\u768415.776\\u4ebf\\u7f8e\\u5143\\u3002\\u8c03\\u6574\\u540e\\u6bcf\\u80a1\\u6536\\u76ca\\u4ece21\\u8d22\\u5e74\\u7684- 0.11\\u7f8e\\u5143\\u964d\\u81f322\\u8d22\\u5e74\\u7684- 0.19\\u7f8e\\u5143\\u3002 \\u5e02\\u573a\\u5171\\u8bc6\\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg)\",\"inLanguage\":\"en-US\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#website\"},\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-04-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-04-aug-2023-zh\\\/#mainImage\",\"width\":292,\"height\":180},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-04-aug-2023-zh\\\/#mainImage\"},\"datePublished\":\"2023-08-04T07:00:00+08:00\",\"dateModified\":\"2023-08-04T10:27:24+08:00\"},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#website\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/\",\"name\":\"KGI Singapore Research\",\"description\":\"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.\",\"inLanguage\":\"en-US\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\"}}]}\n\t\t<\/script>\n\t\t<!-- All in One SEO -->\n\n","aioseo_head_json":{"title":"2023\u5e7408\u670804\u65e5: \u60a6\u6995\u63a7\u80a1 (BTH SP), \u91d1\u6c99\u4e2d\u56fd (1928 HK), \u6ce2\u97f3 (BA US) \u2022 KGI Singapore Research","description":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top \u5728\u8fd9\u91cc\u9605\u8bfb\u57fa\u4e8e\u57fa\u672c\u9762\u7684\u5b8c\u6574\u62a5\u544a\u3002 (Source: Bloomberg) \u6c38\u79d1\u63a7\u80a1 (AEM SP): \u6765\u81ea\u82f1\u7279\u5c14\u7684\u79ef\u6781\u4fe1\u53f7 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a3.81\uff0c\u76ee\u6807\u4ef7\uff1a4.15\uff0c\u6b62\u635f\u4ef7\uff1a3.63 \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 \u82f1\u7279\u5c14\u663e\u793a\u51fa\u590d\u82cf\u7684\u65e9\u671f\u8ff9\u8c61\u3002\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 \u6cd5\u5f8b\u7ea0\u7eb7\u89e3\u51b3\u3002\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 \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\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 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) 22\u8d22\u5e74\u4e1a\u7ee9\u3002\u8425\u6536\u964d\u81f31.65\u4ebf\u7f8e\u5143\uff0c\u8f8321\u8d22\u5e74\u768428.74\u4ebf\u7f8e\u5143\u540c\u6bd4\u4e0b\u964d44.2%\u3002\u51c0\u4e8f\u635f\u4ece21\u8d22\u5e74\u76849.03\u4ebf\u7f8e\u5143\u589e\u52a0\u81f322\u8d22\u5e74\u768415.776\u4ebf\u7f8e\u5143\u3002\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u4ece21\u8d22\u5e74\u7684- 0.11\u7f8e\u5143\u964d\u81f322\u8d22\u5e74\u7684- 0.19\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg)","canonical_url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-aug-2023-zh\/","robots":"max-image-preview:large","keywords":"kgi daily trading ideas (chinese)","webmasterTools":{"miscellaneous":""},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"BlogPosting","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-aug-2023-zh\/#blogposting","name":"2023\u5e7408\u670804\u65e5: \u60a6\u6995\u63a7\u80a1 (BTH SP), \u91d1\u6c99\u4e2d\u56fd (1928 HK), \u6ce2\u97f3 (BA US) \u2022 KGI Singapore Research","headline":"2023\u5e7408\u670804\u65e5: \u60a6\u6995\u63a7\u80a1 (BTH SP), \u91d1\u6c99\u4e2d\u56fd (1928 HK), \u6ce2\u97f3 (BA US)","author":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/kaijie-tangkgi-com\/#author"},"publisher":{"@id":"https:\/\/www.kgieworld.sg\/research\/#organization"},"image":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/08\/Thumb01.jpg?wsr","width":292,"height":180},"datePublished":"2023-08-04T07:00:00+08:00","dateModified":"2023-08-04T10:27:24+08:00","inLanguage":"en-US","mainEntityOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-aug-2023-zh\/#webpage"},"isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-aug-2023-zh\/#webpage"},"articleSection":"KGI Daily Trading Ideas (Chinese)"},{"@type":"BreadcrumbList","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-aug-2023-zh\/#breadcrumblist","itemListElement":[{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research#listItem","position":1,"name":"Home","item":"https:\/\/www.kgieworld.sg\/research","nextItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/#listItem","name":"KGI Daily Trading Ideas (Chinese)"}},{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/#listItem","position":2,"name":"KGI Daily Trading Ideas (Chinese)","item":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/","nextItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-aug-2023-zh\/#listItem","name":"2023\u5e7408\u670804\u65e5: \u60a6\u6995\u63a7\u80a1 (BTH SP), \u91d1\u6c99\u4e2d\u56fd (1928 HK), \u6ce2\u97f3 (BA US)"},"previousItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research#listItem","name":"Home"}},{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-aug-2023-zh\/#listItem","position":3,"name":"2023\u5e7408\u670804\u65e5: \u60a6\u6995\u63a7\u80a1 (BTH SP), \u91d1\u6c99\u4e2d\u56fd (1928 HK), \u6ce2\u97f3 (BA US)","previousItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/#listItem","name":"KGI Daily Trading Ideas (Chinese)"}}]},{"@type":"Organization","@id":"https:\/\/www.kgieworld.sg\/research\/#organization","name":"KGI Research Singapore","description":"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","url":"https:\/\/www.kgieworld.sg\/research\/","telephone":"+6562021188","logo":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2020\/11\/cropped-Square-logo-PNG.png?wsr","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-aug-2023-zh\/#organizationLogo","width":512,"height":512},"image":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-aug-2023-zh\/#organizationLogo"}},{"@type":"Person","@id":"https:\/\/www.kgieworld.sg\/research\/author\/kaijie-tangkgi-com\/#author","url":"https:\/\/www.kgieworld.sg\/research\/author\/kaijie-tangkgi-com\/","name":"kaijie tang","image":{"@type":"ImageObject","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-aug-2023-zh\/#authorImage","url":"https:\/\/secure.gravatar.com\/avatar\/a34c98aa96836f2b9af53a6421fe8661d4e9cad525fc6b3d0b9209445430f01b?s=96&d=mm&r=g","width":96,"height":96,"caption":"kaijie tang"}},{"@type":"WebPage","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-aug-2023-zh\/#webpage","url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-aug-2023-zh\/","name":"2023\u5e7408\u670804\u65e5: \u60a6\u6995\u63a7\u80a1 (BTH SP), \u91d1\u6c99\u4e2d\u56fd (1928 HK), \u6ce2\u97f3 (BA US) \u2022 KGI Singapore Research","description":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top \u5728\u8fd9\u91cc\u9605\u8bfb\u57fa\u4e8e\u57fa\u672c\u9762\u7684\u5b8c\u6574\u62a5\u544a\u3002 (Source: Bloomberg) \u6c38\u79d1\u63a7\u80a1 (AEM SP): \u6765\u81ea\u82f1\u7279\u5c14\u7684\u79ef\u6781\u4fe1\u53f7 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a3.81\uff0c\u76ee\u6807\u4ef7\uff1a4.15\uff0c\u6b62\u635f\u4ef7\uff1a3.63 \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 \u82f1\u7279\u5c14\u663e\u793a\u51fa\u590d\u82cf\u7684\u65e9\u671f\u8ff9\u8c61\u3002\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 \u6cd5\u5f8b\u7ea0\u7eb7\u89e3\u51b3\u3002\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 \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\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 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) 22\u8d22\u5e74\u4e1a\u7ee9\u3002\u8425\u6536\u964d\u81f31.65\u4ebf\u7f8e\u5143\uff0c\u8f8321\u8d22\u5e74\u768428.74\u4ebf\u7f8e\u5143\u540c\u6bd4\u4e0b\u964d44.2%\u3002\u51c0\u4e8f\u635f\u4ece21\u8d22\u5e74\u76849.03\u4ebf\u7f8e\u5143\u589e\u52a0\u81f322\u8d22\u5e74\u768415.776\u4ebf\u7f8e\u5143\u3002\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u4ece21\u8d22\u5e74\u7684- 0.11\u7f8e\u5143\u964d\u81f322\u8d22\u5e74\u7684- 0.19\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg)","inLanguage":"en-US","isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/#website"},"breadcrumb":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-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-04-aug-2023-zh\/#mainImage","width":292,"height":180},"primaryImageOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-aug-2023-zh\/#mainImage"},"datePublished":"2023-08-04T07:00:00+08:00","dateModified":"2023-08-04T10:27:24+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\u670804\u65e5: \u60a6\u6995\u63a7\u80a1 (BTH SP), \u91d1\u6c99\u4e2d\u56fd (1928 HK), \u6ce2\u97f3 (BA 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 ^ Back To Top \u5728\u8fd9\u91cc\u9605\u8bfb\u57fa\u4e8e\u57fa\u672c\u9762\u7684\u5b8c\u6574\u62a5\u544a\u3002 (Source: Bloomberg) \u6c38\u79d1\u63a7\u80a1 (AEM SP): \u6765\u81ea\u82f1\u7279\u5c14\u7684\u79ef\u6781\u4fe1\u53f7 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a3.81\uff0c\u76ee\u6807\u4ef7\uff1a4.15\uff0c\u6b62\u635f\u4ef7\uff1a3.63 \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 \u82f1\u7279\u5c14\u663e\u793a\u51fa\u590d\u82cf\u7684\u65e9\u671f\u8ff9\u8c61\u3002\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 \u6cd5\u5f8b\u7ea0\u7eb7\u89e3\u51b3\u3002\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 \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\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 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) 22\u8d22\u5e74\u4e1a\u7ee9\u3002\u8425\u6536\u964d\u81f31.65\u4ebf\u7f8e\u5143\uff0c\u8f8321\u8d22\u5e74\u768428.74\u4ebf\u7f8e\u5143\u540c\u6bd4\u4e0b\u964d44.2%\u3002\u51c0\u4e8f\u635f\u4ece21\u8d22\u5e74\u76849.03\u4ebf\u7f8e\u5143\u589e\u52a0\u81f322\u8d22\u5e74\u768415.776\u4ebf\u7f8e\u5143\u3002\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u4ece21\u8d22\u5e74\u7684- 0.11\u7f8e\u5143\u964d\u81f322\u8d22\u5e74\u7684- 0.19\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg)","og:url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-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":"2023-08-03T23:00:00+00:00","article:modified_time":"2023-08-04T02:27:24+00:00","twitter:card":"summary","twitter:title":"2023\u5e7408\u670804\u65e5: \u60a6\u6995\u63a7\u80a1 (BTH SP), \u91d1\u6c99\u4e2d\u56fd (1928 HK), \u6ce2\u97f3 (BA 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 ^ Back To Top \u5728\u8fd9\u91cc\u9605\u8bfb\u57fa\u4e8e\u57fa\u672c\u9762\u7684\u5b8c\u6574\u62a5\u544a\u3002 (Source: Bloomberg) \u6c38\u79d1\u63a7\u80a1 (AEM SP): \u6765\u81ea\u82f1\u7279\u5c14\u7684\u79ef\u6781\u4fe1\u53f7 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a3.81\uff0c\u76ee\u6807\u4ef7\uff1a4.15\uff0c\u6b62\u635f\u4ef7\uff1a3.63 \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 \u82f1\u7279\u5c14\u663e\u793a\u51fa\u590d\u82cf\u7684\u65e9\u671f\u8ff9\u8c61\u3002\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 \u6cd5\u5f8b\u7ea0\u7eb7\u89e3\u51b3\u3002\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 \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\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 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) 22\u8d22\u5e74\u4e1a\u7ee9\u3002\u8425\u6536\u964d\u81f31.65\u4ebf\u7f8e\u5143\uff0c\u8f8321\u8d22\u5e74\u768428.74\u4ebf\u7f8e\u5143\u540c\u6bd4\u4e0b\u964d44.2%\u3002\u51c0\u4e8f\u635f\u4ece21\u8d22\u5e74\u76849.03\u4ebf\u7f8e\u5143\u589e\u52a0\u81f322\u8d22\u5e74\u768415.776\u4ebf\u7f8e\u5143\u3002\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u4ece21\u8d22\u5e74\u7684- 0.11\u7f8e\u5143\u964d\u81f322\u8d22\u5e74\u7684- 0.19\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg)","twitter:image":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr"},"aioseo_meta_data":{"post_id":"30904","title":"#post_title #separator_sa #site_title","description":"#post_excerpt","keywords":[],"keyphrases":{"focus":[],"additional":[]},"primary_term":null,"canonical_url":null,"og_title":null,"og_description":null,"og_object_type":"default","og_image_type":"default","og_image_url":null,"og_image_width":null,"og_image_height":null,"og_image_custom_url":null,"og_image_custom_fields":null,"og_video":"","og_custom_url":null,"og_article_section":null,"og_article_tags":[],"twitter_use_og":false,"twitter_card":"default","twitter_image_type":"default","twitter_image_url":null,"twitter_image_custom_url":null,"twitter_image_custom_fields":null,"twitter_title":null,"twitter_description":null,"schema":{"blockGraphs":[],"customGraphs":[],"default":{"data":{"Article":{"id":"#aioseo-article-670738365f792","slug":"article","graphName":"Article","label":"Article","properties":{"type":"BlogPosting","name":"#post_title","headline":"#post_title","description":"#post_excerpt","image":"","keywords":"","author":{"name":"#author_name","url":"#author_url"},"dates":{"include":true,"datePublished":"","dateModified":""}}},"Course":[],"Dataset":[],"FAQPage":[],"Movie":[],"Person":[],"Product":[],"ProductReview":[],"Car":[],"Recipe":[],"Service":[],"SoftwareApplication":[],"WebPage":[]},"graphName":"Article","isEnabled":true},"graphs":[]},"schema_type":"default","schema_type_options":"{\"article\":{\"articleType\":\"BlogPosting\"},\"course\":{\"name\":\"\",\"description\":\"\",\"provider\":\"\"},\"faq\":{\"pages\":[]},\"product\":{\"reviews\":[]},\"recipe\":{\"ingredients\":[],\"instructions\":[],\"keywords\":[]},\"software\":{\"reviews\":[],\"operatingSystems\":[]},\"webPage\":{\"webPageType\":\"WebPage\"}}","pillar_content":false,"robots_default":true,"robots_noindex":false,"robots_noarchive":false,"robots_nosnippet":false,"robots_nofollow":false,"robots_noimageindex":false,"robots_noodp":false,"robots_notranslate":false,"robots_max_snippet":"-1","robots_max_videopreview":"-1","robots_max_imagepreview":"large","priority":null,"frequency":"default","local_seo":{"locations":{"business":{"name":"","businessType":"","image":"","areaServed":"","urls":{"website":"","aboutPage":"","contactPage":""},"address":{"streetLine1":"","streetLine2":"","zipCode":"","city":"","state":"","country":"","addressFormat":"#streetLineOne\n#streetLineTwo\n#city, #state #zipCode"},"contact":{"phone":"","email":"","fax":""},"ids":{"vat":"","tax":"","chamberOfCommerce":""},"payment":{"priceRange":"","currenciesAccepted":"","methods":""}}},"openingHours":{"useDefaults":true,"show":true,"alwaysOpen":false,"use24hFormat":false,"timezone":"","labels":{"closed":"","alwaysOpen":""},"days":{"monday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"tuesday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"wednesday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"thursday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"friday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"saturday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"sunday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"}}}},"breadcrumb_settings":null,"limit_modified_date":false,"ai":null,"created":"2023-08-03 08:53:32","updated":"2025-06-07 00:44:56","seo_analyzer_scan_date":null},"uagb_featured_image_src":{"full":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/08\/Thumb01.jpg?wsr",292,180,false],"thumbnail":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/08\/Thumb01-150x150.jpg?wsr",150,150,true],"medium":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/08\/Thumb01.jpg?wsr",292,180,false],"medium_large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/08\/Thumb01.jpg?wsr",292,180,false],"large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/08\/Thumb01.jpg?wsr",292,180,false],"1536x1536":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/08\/Thumb01.jpg?wsr",292,180,false],"2048x2048":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/08\/Thumb01.jpg?wsr",292,180,false]},"uagb_author_info":{"display_name":"kaijie tang","author_link":"https:\/\/www.kgieworld.sg\/research\/author\/kaijie-tangkgi-com\/"},"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 \u7f8e\u56fd News Feed 1. US: Stocks falter ahead of key earnings and jobs data 2. Gold at three-week low as higher dollar, yields dim shine 3. US labour market still strong; worker productivity rebounds 4. Oil prices set for sixth weekly gain as producers pledge output&hellip;","_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/30904","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/comments?post=30904"}],"version-history":[{"count":5,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/30904\/revisions"}],"predecessor-version":[{"id":30988,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/30904\/revisions\/30988"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media\/18709"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media?parent=30904"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/categories?post=30904"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/tags?post=30904"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}