{"id":31117,"date":"2023-08-11T07:12:00","date_gmt":"2023-08-10T23:12:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=31117"},"modified":"2023-08-11T10:03:32","modified_gmt":"2023-08-11T02:03:32","slug":"kgi-daily-trading-ideas-11-aug-2023-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-11-aug-2023-zh\/","title":{"rendered":"2023\u5e7408\u670811\u65e5: \u6d77\u5ead (STM SP), Air China Ltd. (753 HK), \u4e9a\u9a6c\u900a (AMZN 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-31117-_fginbsn8cd1z\"><\/a><a id=\"post-31117-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><img decoding=\"async\" width=\"602\" height=\"332\" src=\"https:\/\/lh4.googleusercontent.com\/J0IOL7sbyMksceL68-Gb-9nlbzWMUMjDDcjG9XkhgLGIlO0rNIlFSDEBcx4FbY5j4kYbC63YELVqmqMNDrSNbwznPqxiiSM1NEj6yoQoVSGp4T9sPepTdNL42fxys6OWN_L6QQ71QemOXtZ980CS4SU\"><\/p>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>News Feed<\/strong><\/td><\/tr><tr><td>1. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/us-consumer-prices-rise-moderately-july-weekly-jobless-claims-above-expectations\">US consumer prices rise moderately in July; weekly jobless claims above expectations<\/a><\/td><\/tr><tr><td>2. <a href=\"https:\/\/www.straitstimes.com\/business\/us-fed-seen-pausing-on-rate-hikes-after-tame-inflation-data-but-mission-not-over\">US Fed seen pausing on rate hikes after tame inflation data, but mission not over<\/a><\/td><\/tr><tr><td>3. <a href=\"https:\/\/www.straitstimes.com\/business\/alibaba-takes-step-toward-comeback-as-growth-finally-returns\">Alibaba takes step towards comeback as growth finally returns<\/a><\/td><\/tr><tr><td>4. <a href=\"https:\/\/www.businesstimes.com.sg\/companies-markets\/energy-commodities\/oil-settles-lower-us-rate-hike-fears-subside-china-demand\">Oil settles lower as US rate hike fears subside, China demand weighs<\/a><\/td><\/tr><tr><td>5. <a href=\"https:\/\/www.channelnewsasia.com\/business\/shares-dollar-edge-after-moderate-us-cpi-data-3689606?cid=internal_mcdrecs_11082023_cna#mdcrecs_s\">Shares, dollar gains after moderate US CPI data<\/a><\/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-158.png\" alt=\"\" class=\"wp-image-31162\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-158.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-158-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31117-_qqv3rtx8nazp\"><\/a><a id=\"post-31117-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1642\" height=\"904\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-159.png\" alt=\"\" class=\"wp-image-31163\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-159.png 1642w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-159-300x165.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-159-1024x564.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-159-768x423.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-159-1536x846.png 1536w\" sizes=\"(max-width: 1642px) 100vw, 1642px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><p><strong>News Feed<\/strong>\n<\/p><\/td><\/tr><tr><td><p>\n  1. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/global\/china-opens-more-destinations-outbound-group-tourism\">China opens up to more destinations for outbound group tourism<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.cnbc.com\/2023\/08\/10\/china-property-market-roiled-by-default-fears-country-garden-spooks-investors.html\">China\u2019s real estate market roiled by default fears again, as Country Garden spooks investors<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.scmp.com\/business\/china-business\/article\/3230582\/hong-kong-stocks-trade-near-3-week-low-us-investment-curbs-china-risk-fuelling-geopolitical-tension\">China Unicom, Trip.com help Hong Kong stocks post late rally, but index still near 3-week low<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.channelnewsasia.com\/business\/china-cyberspace-regulator-issues-guidelines-targeting-offensive-comments-against-businesses-3690156\">China cyberspace regulator issues guidelines targeting offensive comments against businesses<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.businesstimes.com.sg\/esg\/china-emissions-hit-record-even-peak-carbon-sight\">China emissions hit a record even with peak carbon in sight<\/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-160.png\" alt=\"\" class=\"wp-image-31164\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-160.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-160-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  <a id=\"post-31117-_7c2gwybbbr90\"><\/a>\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-31117-_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-161.png\" class=\"wp-image-31165\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-161.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-161-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31117-_wqsyfh3srl0i\"><\/a><a id=\"post-31117-_k6uh0sf69l1b\"><\/a><strong>\u6d77\u5ead (STM SP)\uff1a\u77f3\u6cb9\u590d\u82cf<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\u4ef7\uff1a0.141\uff0c\u76ee\u6807\u4ef7\uff1a0.151\uff0c\u6b62\u635f\u4ef7\uff1a0.136<\/strong>\n  <\/li><li>\n    \u6d77\u5ead\u63d0\u4f9b\u6d77\u4e0a\u548c\u6d77\u6d0b\u5de5\u7a0b\u89e3\u51b3\u65b9\u6848\u3002\u5b83\u901a\u8fc7\u4e24\u4e2a\u90e8\u95e8\u8fd0\u8425:\u94bb\u673a\u548c\u6d6e\u5b50\uff0c\u7ef4\u4fee\u548c\u5347\u7ea7\uff0c\u6d77\u4e0a\u5e73\u53f0\u548c\u4e13\u4e1a\u9020\u8239\uff1b\u548c\u79df\u8239\u3002\n  <\/li><li><strong>\u8ba2\u5355\u4f9d\u7136\u5f3a\u52b2\u3002<\/strong>\u51ed\u501f\u6e90\u6e90\u4e0d\u65ad\u7684\u8ba2\u5355\uff0c\u8be5\u516c\u53f8\u83b7\u5f97\u4e86\u6bcf\u5e7443\u4ebf\u65b0\u5143\u7684\u65b0\u5408\u540c\u3002\u8be5\u516c\u53f8\u7684\u51c0\u8ba2\u5355\u989d\u4e3a197\u4ebf\u65b0\u5143\uff0c\u52302030\u5e74\u7684\u9879\u76ee\u5c06\u5305\u62ec40%\u7684\u53ef\u518d\u751f\u80fd\u6e90\u548c\u66f4\u6e05\u6d01\/\u7eff\u8272\u89e3\u51b3\u65b9\u6848\u3002\u6b64\u5916\uff0c\u5b83\u8fd8\u5c55\u793a\u4e86\u5f3a\u5927\u7684\u8fd0\u8425\u4e1a\u7ee9\u548c\u4ea4\u4ed8\u9879\u76ee\u7684\u8ddf\u8e2a\u8bb0\u5f55\u3002\n  <\/li><li><strong>\u80a1\u7968\u56de\u8d2d\u3002<\/strong>\u8fd9\u662f\u6d77\u5ead\u7b2c\u4e8c\u6b21\u56de\u8d2d\u80a1\u7968\u30028\u67084\u65e5\uff0c\u8be5\u516c\u53f8\u4ee5\u6bcf\u80a113.4\u65b0\u5206\u7684\u4ef7\u683c\u56de\u8d2d\u4e862000\u4e07\u80a1\u80a1\u7968\u3002\u6b64\u524d\uff0c\u8be5\u516c\u53f8\u4e8e6\u670812\u65e5\u9996\u6b21\u56de\u8d2d\u4e86120\u4e07\u80a1\u80a1\u7968\uff0c\u6bcf\u80a1\u4ef7\u683c\u4e3a12.4\u65b0\u5206\u3002\n  <\/li><li><strong>\u79bb\u5cb8\u5e02\u573a\u6709\u671b\u8d70\u5f3a\u3002<\/strong>\u9884\u8ba1\u6d77\u5ead\u5c06\u53d7\u76ca\u4e8e\u4e0d\u65ad\u589e\u5f3a\u7684\u79bb\u5cb8\u5e02\u573a\u3002\u4e1a\u5185\u4f30\u8ba1\uff0c2023\u5e74\u548c2024\u5e74\u6d77\u4e0a\u6cb9\u6c14\u8d44\u672c\u652f\u51fa\u5c06\u7ee7\u7eed\u589e\u957f\uff0c\u6570\u636e\u663e\u793a\uff0c\u6700\u65b0\u4e00\u4ee3\u94bb\u4e95\u8239\u7684\u65e5\u8d39\u7387\u76ee\u524d\u8d85\u8fc750\u4e07\u7f8e\u5143\/\u5929\uff0c\u6d3b\u8dc3\u7684\u6d77\u4e0a\u94bb\u4e95\u5e73\u53f0\u6570\u91cf\u540c\u6bd4\u589e\u957f8%\u3002\u8be5\u516c\u53f8\u62e5\u6709\u5f3a\u5927\u7684\u8ba2\u5355\uff0c\u8fdb\u5165\u65b0\u5e02\u573a\uff0c\u5e76\u6709\u80fd\u529b\u63a5\u53d7\u66f4\u591a\u9879\u76ee\uff0c\u5e76\u5e0c\u671b\u5b8c\u62102028\/29\u5e74\u7684\u751f\u4ea7\u8ba1\u5212\u3002\u6b64\u5916\uff0c\u7ecf\u6d4e\u6d3b\u52a8\u7684\u6b63\u5e38\u5316\u4e5f\u4f1a\u5bfc\u81f4\u66f4\u591a\u7684\u822a\u8fd0\u6d3b\u52a8\uff0c\u8fd9\u5c06\u5bf9\u6d77\u5ead\u7684\u7ef4\u4fee\/\u5347\u7ea7\u90e8\u95e8\u4ea7\u751f\u79ef\u6781\u5f71\u54cd\u3002\u8fd9\u4e9b\u56e0\u7d20\u5c06\u6709\u52a9\u4e8e\u63a8\u52a8\u6d77\u5ead\u672a\u6765\u7684\u589e\u957f\u548c\u80a1\u4ef7\u3002\n  <\/li><li><strong>\u9884\u8ba1\u4e0a\u6e38\u6cb9\u6c14\u8d44\u672c\u652f\u51fa\u5c06\u6e29\u548c\u589e\u957f\u3002<\/strong>\u5c3d\u7ba1\u81ea2022\u5e747\u6708\u4ee5\u6765\uff0c\u968f\u7740\u5168\u7403\u7ecf\u6d4e\u589e\u957f\u653e\u7f13\uff0c\u5c24\u5176\u662f\u4e2d\u56fd\u7ecf\u6d4e\u590d\u82cf\u653e\u7f13\uff0c\u6cb9\u4ef7\u5df2\u7ecf\u89c1\u9876\uff0c\u4f46\u6cb9\u6c14\u4e0a\u6e38\u652f\u51fa\u4ecd\u5728\u7ee7\u7eed\u3002\u5236\u88c1\u4e4b\u540e\uff0c\u77f3\u6cb9\u5de8\u5934\u52a0\u5feb\u4e86\u5728\u4fc4\u7f57\u65af\u5883\u5916\u52d8\u63a2\u548c\u5f00\u53d1\u77f3\u6cb9\u8d44\u6e90\u7684\u6b65\u4f10\u3002\u56e0\u6b64\uff0c2023\u81f32024\u5e74\u4e0a\u6e38\u8d44\u672c\u652f\u51fa\u4ecd\u6709\u6e29\u548c\u589e\u957f\u3002\n  <\/li><li><strong>\u9884\u8ba1\u4e0a\u6e38\u6cb9\u6c14\u8d44\u672c\u652f\u51fa\u5c06\u6e29\u548c\u589e\u957f\u3002<\/strong>\u5c3d\u7ba1\u4e2d\u56fd\u7684\u901a\u8d27\u7d27\u7f29\u5bfc\u81f4\u7ecf\u6d4e\u8d70\u5f31\uff0c\u4f46\u6cb9\u4ef7\u4e00\u76f4\u663e\u793a\u51fa\u53cd\u5f39\u7684\u8ff9\u8c61\u3002\u7136\u800c\uff0c\u8fd9\u4e9b\u62c5\u5fe7\u88ab\u7f8e\u56fd\u71c3\u6599\u5e93\u5b58\u6025\u5267\u4e0b\u964d\u4ee5\u53ca\u6c99\u7279\u548c\u4fc4\u7f57\u65af\u51cf\u4ea7\u6240\u62b5\u6d88\uff0c\u5c06\u6cb9\u4ef7\u63a8\u81f32023\u5e741\u6708\u4ee5\u6765\u7684\u9ad8\u4f4d\u3002\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u4e0a\u6e38\u7684\u652f\u51fa\u4e5f\u5728\u7ee7\u7eed\u3002\u5236\u88c1\u4e4b\u540e\uff0c\u77f3\u6cb9\u5de8\u5934\u52a0\u5feb\u4e86\u5728\u4fc4\u7f57\u65af\u5883\u5916\u52d8\u63a2\u548c\u5f00\u53d1\u77f3\u6cb9\u8d44\u6e90\u7684\u6b65\u4f10\u3002\u56e0\u6b64\uff0c\u57282023\/2024\u5e74\u671f\u95f4\uff0c\u4e0a\u6e38\u8d44\u672c\u652f\u51fa\u4ecd\u6709\u6e29\u548c\u589e\u957f\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5168\u7403\u4e0a\u6e38\u6cb9\u6c14\u8d44\u672c\u652f\u51fa<\/strong>\n<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\n  <img loading=\"lazy\" decoding=\"async\" width=\"1048\" height=\"623\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-162.png\" class=\"wp-image-31166\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-162.png 1048w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-162-300x178.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-162-1024x609.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-162-768x457.png 768w\" sizes=\"(max-width: 1048px) 100vw, 1048px\" \/>\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u589e\u957f164%\uff0c\u4ece\u53bb\u5e74\u768411\u4ebf\u65b0\u5143\u589e\u81f329\u4ebf\u65b0\u5143\u3002\u7531\u4e8e\u5408\u540c\u548c\u5408\u5e76\u8d39\u7528\u7684\u62e8\u5907\uff0c\u51c0\u4e8f\u635f\u8fbe- 2.64\u4ebf\u65b0\u5143\u3002\u8be5\u96c6\u56e2\u57282023\u5e74\u4e0a\u534a\u5e74\u7684EBITDA\u4e3a2700\u4e07\u65b0\u5143\uff0c\u9ad8\u4e8e\u53bb\u5e74\u540c\u671f\u7684\u8d1f1900\u4e07\u65b0\u5143\u3002\u4e0d\u8ba1\u5408\u540c\u548c\u5408\u5e76\u8d39\u7528\u62e8\u5907\u7684EBITDA\u4e3a2.58\u4ebf\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-163.png\" alt=\"\" class=\"wp-image-31167\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-163.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-163-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"739\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-164.png\" alt=\"\" class=\"wp-image-31168\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-164.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-164-300x180.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-164-1024x615.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-164-768x461.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31117-_k0mepsm87blv\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-165.png\" class=\"wp-image-31169\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-165.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-165-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><a id=\"post-31117-_spd4ngriixbj\"><\/a><a id=\"post-31117-_ty410tb974g1\"><\/a>\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31117-_3m8bxoskum1g\"><\/a><strong>\u534e\u4fa8\u94f6\u884c (OCBC SP)\uff1a\u51fa\u8272\u7684\u4e1a\u7ee9<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a12.90\uff0c\u76ee\u6807\u4ef7\uff1a13.50\uff0c\u6b62\u635f\u4ef7\uff1a12.60<\/strong>\n  <\/li><li>\n    \u534e\u4fa8\u94f6\u884c\u6709\u9650\u516c\u53f8\u63d0\u4f9b\u5168\u9762\u7684\u91d1\u878d\u670d\u52a1\u3002\u8be5\u516c\u53f8\u7684\u670d\u52a1\u5305\u62ec\u5b58\u6b3e\u3001\u516c\u53f8\u3001\u4f01\u4e1a\u548c\u4e2a\u4eba\u8d37\u6b3e\u3001\u56fd\u9645\u8d38\u6613\u878d\u8d44\u3001\u6295\u8d44\u94f6\u884c\u3001\u79c1\u4eba\u94f6\u884c\u3001\u8d44\u91d1\u3001\u80a1\u7968\u7ecf\u7eaa\u3001\u4fdd\u9669\u3001\u4fe1\u7528\u5361\u3001\u73b0\u91d1\u7ba1\u7406\u3001\u8d44\u4ea7\u7ba1\u7406\u4ee5\u53ca\u5176\u4ed6\u91d1\u878d\u548c\u76f8\u5173\u670d\u52a1\u3002\n  <\/li><li>\n    \u53d7\u76ca\u4e8e\u964d\u606f\u9884\u671f\u3002\u5c3d\u7ba1\u5229\u7387\u4f55\u65f6\u5f00\u59cb\u4e0b\u964d\u5c1a\u4e0d\u786e\u5b9a\uff0c\u4f46\u65b0\u52a0\u5761\u94f6\u884c\u5c06\u5728\u8fd9\u79cd\u52a8\u8361\u7684\u73af\u5883\u4e2d\u7ee7\u7eed\u84ec\u52c3\u53d1\u5c55\uff0c\u56e0\u4e3a\u6211\u4eec\u7684\u672c\u5730\u94f6\u884c\u4f53\u7cfb\u53d7\u5230\u65b0\u52a0\u5761\u91d1\u878d\u7ba1\u7406\u5c40(MAS)\u7684\u4e25\u683c\u76d1\u7ba1\u548c\u5404\u79cd\u538b\u529b\u7684\u5236\u7ea6\u3002\u91d1\u7ba1\u5c40\u4e5f\u8868\u793a\u613f\u610f\u63d0\u4f9b\u6d41\u52a8\u6027\uff0c\u4ee5\u7ef4\u6301\u91d1\u878d\u7a33\u5b9a\u548c\u6709\u5e8f\u7684\u5e02\u573a\u529f\u80fd\u3002\u6574\u4f53\u5e02\u573a\u8ba4\u4e3a\uff0c\u7f8e\u8054\u50a8\u5c06\u57282024\u5e74\u5f00\u59cb\u964d\u606f\uff0c\u9884\u8ba1\u5229\u7387\u5c06\u57285.25%\u81f35.5%\u4e4b\u95f4\u8fbe\u5230\u5cf0\u503c\u3002\u9884\u671f\u7684\u5229\u7387\u4e0b\u964d\u53ef\u80fd\u4f1a\u5bfc\u81f4\u501f\u6b3e\u4eba\u4ee5\u66f4\u4f4e\u7684\u5229\u7387\u4e3a\u8d37\u6b3e\u518d\u878d\u8d44\u3002\n  <\/li><li><strong>\u4e0d\u65ad\u589e\u957f\u7684\u8d22\u5bcc\u9636\u5c42\u3002<\/strong>\u5bcc\u88d5\u7684\u4e2a\u4eba\u548c\u5bb6\u65cf\u7406\u8d22\u5ba4\u6b63\u6d8c\u5165\u65b0\u52a0\u5761\uff0c\u5bfc\u81f4\u8be5\u56fd\u94f6\u884c\u7ba1\u7406\u7684\u8d44\u4ea7\u89c4\u6a21\u4e0a\u5347\u3002\u65b0\u52a0\u5761\u91d1\u878d\u7ba1\u7406\u5c40\u4f30\u8ba1\uff0c2021\u5e74\u7ea6\u6709700\u4e2a\u5bb6\u65cf\u529e\u516c\u5ba4\uff0c\u4f46\u76ee\u524d\u7684\u4f30\u8ba1\u7ea6\u4e3a1400\u4e2a\uff0c\u5176\u4e2d\u4e2d\u56fd\u5927\u9646\u662f\u589e\u957f\u7684\u6700\u5927\u63a8\u52a8\u529b\u3002\u5c3d\u7ba1\u5bb6\u65cf\u7406\u8d22\u5ba4\u901a\u8fc7\u5916\u90e8\u91d1\u878d\u3001\u7a0e\u52a1\u548c\u6cd5\u5f8b\u4e13\u4e1a\u4eba\u58eb\u95f4\u63a5\u521b\u9020\u4e86\u5c31\u4e1a\u673a\u4f1a\uff0c\u4f46\u5f88\u5c11\u6709\u8d44\u91d1\u6295\u8d44\u4e8e\u57fa\u91d1\u6216\u79c1\u4eba\u80a1\u672c\u516c\u53f8\u3002\u5c3d\u7ba1\u5982\u6b64\uff0c\u8d22\u5bcc\u7684\u6d41\u5165\u4ecd\u5c06\u4f7f\u65b0\u52a0\u5761\u7684\u94f6\u884c\u53d7\u76ca\uff0c\u5c24\u5176\u662f\u5bb6\u65cf\u7406\u8d22\u5ba4\u7684\u514d\u7a0e\u8ba1\u5212\uff0c\u8fd9\u5bfc\u81f4\u8be5\u56fd\u94f6\u884c\u7ba1\u7406\u7684\u8d44\u4ea7\u589e\u52a0\u3002\u6b64\u5916\uff0c\u7531\u4e8e\u4e2d\u7f8e\u5173\u7cfb\u6076\u5316\u5f15\u53d1\u7684\u62c5\u5fe7\u6b63\u5728\u915d\u917f\uff0c\u53f0\u6e7e\u7684\u8d85\u7ea7\u5bcc\u8c6a\u6b63\u8003\u8651\u5728\u65b0\u52a0\u5761\u8bbe\u7acb\u5bb6\u65cf\u7406\u8d22\u5ba4\uff0c\u4ee5\u4fdd\u62a4\u81ea\u5df1\u7684\u8d22\u5bcc\u3002\u5fb7\u8c6a\u7a0e\u52a1\u54a8\u8be2\u516c\u53f8(BDO Tax Advisory)\u62a5\u544a\u79f0\uff0c\u6765\u81ea\u53f0\u6e7e\u8d85\u7ea7\u5bcc\u8c6a\u7684\u54a8\u8be2\u6709\u6240\u589e\u52a0\u3002\u534e\u4fa8\u94f6\u884c\u8d22\u5bcc\u7ba1\u7406\u6536\u5165\u5360\u96c6\u56e22023\u5e74\u4e0a\u534a\u5e74\u603b\u6536\u5165\u768436.6%\u3002\u622a\u81f32023\u5e74\u4e0a\u534a\u5e74\uff0c\u8be5\u96c6\u56e2\u8d22\u5bcc\u7ba1\u7406\u8d44\u4ea7\u7ba1\u7406\u89c4\u6a21\u4e3a2,740\u4ebf\u65b0\u5143\uff0c\u53d7\u65b0\u8d44\u91d1\u51c0\u6d41\u5165\u6301\u7eed\u589e\u957f\u7684\u63a8\u52a8\uff0c\u62b5\u6d88\u4e86\u5e02\u573a\u4f30\u503c\u7684\u8d1f\u9762\u5f71\u54cd\u3002\u968f\u7740\u65b0\u52a0\u5761\u7ee7\u7eed\u5438\u5f15\u8d8a\u6765\u8d8a\u591a\u7684\u5bcc\u4eba\uff0c\u8be5\u56fd\u94f6\u884c\u7684\u8d44\u4ea7\u548c\u5b58\u6b3e\u9884\u8ba1\u5c06\u5f97\u5230\u63d0\u632f\u3002\n  <\/li><li><strong>\u80a1\u606f\u6536\u76ca\u7387\u3002<\/strong>\u8be5\u94f6\u884c\u5ba3\u5e03\u6d3e\u53d1\u4e2d\u671f\u80a1\u606f0.4\u65b0\u5143\uff0c\u9664\u606f\u65e5\u671f\u4e3a8\u670814\u65e5\u3002\u534e\u4fa8\u94f6\u884c23\/ 24\u8d22\u5e74\u7684\u9884\u671f\u80a1\u606f\u6536\u76ca\u7387\u4e3a6.13%\/6.29%\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>PATMI\u540c\u6bd4\u4e0a\u6da838.5%\uff0c\u81f335.9\u4ebf\u65b0\u5143\u3002\u51c0\u5229\u606f\u6536\u5165\u540c\u6bd4\u98d9\u534747.6%\uff0c\u81f347.3\u4ebf\u65b0\u5143\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6309\u90e8\u95e8\u7a0e\u524d\u5229\u6da6<\/strong>\n<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"641\" height=\"145\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-166.png\" class=\"wp-image-31170\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-166.png 641w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-166-300x68.png 300w\" sizes=\"(max-width: 641px) 100vw, 641px\" \/><\/strong>\n  (Source: Company)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><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-167.png\" alt=\"\" class=\"wp-image-31171\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-167.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-167-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u534e\u4fa8\u94f6\u884c\u80a1\u4ef7\u548c\u7f8e\u5143\/\u65b0\u5143\u6bd4\u8f83<img loading=\"lazy\" decoding=\"async\" width=\"1276\" height=\"759\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-168.png\" class=\"wp-image-31172\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-168.png 1276w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-168-300x178.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-168-1024x609.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-168-768x457.png 768w\" sizes=\"(max-width: 1276px) 100vw, 1276px\" \/><\/strong>\n<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"739\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-169.png\" alt=\"\" class=\"wp-image-31173\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-169.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-169-300x180.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-169-1024x615.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-169-768x461.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31117-_uhzkqhavyvxz\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-170.png\" class=\"wp-image-31174\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-170.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-170-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-31117-_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-171.png\" class=\"wp-image-31175\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-171.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-171-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31117-_bys537v6t4yf\"><\/a><strong>Air China Ltd. (753 HK): Time to fly<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>BUY Entry \u2013 6.40 Target \u2013 7.00 Stop Loss \u2013 6.10<\/strong>\n  <\/li><li>\n    Air China Limited is a China-based company principally engaged in the provision of air passenger transportation, freight transportation, postal transportation and maintenance services in Mainland China, Hong Kong, Macau and foreign regions. The Company is also engaged in domestic and international business aviation businesses, plane business, aircraft maintenance, airlines business agents, ground and air express services related to main businesses, duty free on boards, retail business on boards and aviation accident insurance sales agents business.\n  <\/li><li><strong>Lifting of travel bans.<\/strong> China recently announced that it has lifted pandemic-era restrictions on group tours for more countries, including key markets such as the United States, Japan, South Korea and Australia in a potential boon for their tourism industries. This is the third list of countries to receive approvals, coming after 2 lists which consist of around 60 countries. With Korea and Japan being the more popular destinations amongst China tourists, the lifting of travel bans in these markets is likely to drive outbound tourism in China even more that its current level.\n  <\/li><li><strong>More flight routes. <\/strong>China Air recently unveiled that the airline is set to launch commercial flights between Kaohsiung and Gimpo, South Korea, on Aug. 26 and between Taoyuan and Kumamoto, Japan, on Sept. 18, as the Taiwanese carrier continues to expand routes in the region. The airline has also recently announced more resumption of travel flights routes such as towards Milan, as well as daily flights to Beijing. This increased level of flight routes will allow the airline to capture the expected increase in demand now that travel restrictions are further lifted.\n  <\/li><li><strong>FY22 earnings. <\/strong>Revenue rose to RMB25.1bn, up 94.1% YoY. Net loss was RMB 2.9bn, while basic earnings per share was -RMB0.19.\n  <\/li><li><strong>Market Consensus.<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-172.png\" class=\"wp-image-31176\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-172.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-172-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong>\n  <\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31117-_2jbsg19prh31\"><\/a><strong>\u4e2d\u56fd\u822a\u7a7a (753 HK)\uff1a\u662f\u65f6\u5019\u98de\u4e86<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a6.40\uff0c\u76ee\u6807\u4ef7\uff1a7.00\uff0c\u6b62\u635f\u4ef7\uff1a6.10<\/strong>\n  <\/li><li>\n    \u4e2d\u56fd\u56fd\u9645\u822a\u7a7a\u80a1\u4efd\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u63d0\u4f9b\u4e2d\u56fd\u56fd\u5185\u3001\u6e2f\u6fb3\u53f0\u5730\u533a\u53ca\u56fd\u9645\u822a\u7a7a\u5ba2\u8fd0\u3001\u8d27\u8fd0\u90ae\u8fd0\u53ca\u7ef4\u4fee\u670d\u52a1\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u8fd8\u4ece\u4e8b\u56fd\u5185\u3001\u56fd\u9645\u516c\u52a1\u98de\u884c\u4e1a\u52a1\uff0c\u98de\u673a\u6267\u7ba1\u4e1a\u52a1\uff0c\u822a\u7a7a\u5668\u7ef4\u4fee\uff0c\u822a\u7a7a\u516c\u53f8\u95f4\u4e1a\u52a1\u4ee3\u7406\uff0c\u4e0e\u4e3b\u8425\u4e1a\u52a1\u6709\u5173\u7684\u5730\u9762\u670d\u52a1\u548c\u822a\u7a7a\u5feb\u9012\uff0c\u673a\u4e0a\u514d\u7a0e\u54c1\uff0c\u673a\u4e0a\u5546\u54c1\u96f6\u552e\u4e1a\u52a1\u4ee5\u53ca\u822a\u7a7a\u610f\u5916\u4fdd\u9669\u9500\u552e\u4ee3\u7406\u4e1a\u52a1\u3002\n  <\/li><li><strong>\u53d6\u6d88\u65c5\u884c\u7981\u4ee4\u3002<\/strong>\u4e2d\u56fd\u6700\u8fd1\u5ba3\u5e03\u53d6\u6d88\u66f4\u591a\u56fd\u5bb6\u7684\u56e2\u4f53\u65c5\u6e38\u9650\u5236\uff0c\u5305\u62ec\u7f8e\u56fd\u3001\u65e5\u672c\u3001\u97e9\u56fd\u548c\u6fb3\u5927\u5229\u4e9a\u7b49\u4e3b\u8981\u5e02\u573a\uff0c\u8fd9\u5bf9\u8fd9\u4e9b\u56fd\u5bb6\u7684\u65c5\u6e38\u4e1a\u53ef\u80fd\u662f\u4e00\u4e2a\u5229\u597d\u3002\u8fd9\u662f\u7b2c\u4e09\u4efd\u83b7\u5f97\u6279\u51c6\u7684\u56fd\u5bb6\u540d\u5355\uff0c\u6b64\u524d\u4e24\u4efd\u540d\u5355\u7531\u5927\u7ea660\u4e2a\u56fd\u5bb6\u7ec4\u6210\u3002\u968f\u7740\u97e9\u56fd\u548c\u65e5\u672c\u6210\u4e3a\u4e2d\u56fd\u6e38\u5ba2\u66f4\u53d7\u6b22\u8fce\u7684\u76ee\u7684\u5730\uff0c\u8fd9\u4e9b\u5e02\u573a\u7684\u65c5\u884c\u7981\u4ee4\u7684\u89e3\u9664\u53ef\u80fd\u4f1a\u63a8\u52a8\u4e2d\u56fd\u7684\u51fa\u5883\u6e38\u5728\u76ee\u524d\u7684\u6c34\u5e73\u4e0a\u8fdb\u4e00\u6b65\u589e\u957f\u3002\n  <\/li><li><strong>\u66f4\u591a\u7684\u822a\u7ebf\u3002<\/strong>\u4e2d\u56fd\u56fd\u822a\u8fd1\u65e5\u5ba3\u5e03\uff0c\u5c06\u4e8e8\u670826\u65e5\u5f00\u901a\u9ad8\u96c4\u81f3\u97e9\u56fd\u91d1\u6d66\u30019\u670818\u65e5\u5f00\u901a\u6843\u56ed\u81f3\u65e5\u672c\u718a\u672c\u4e4b\u95f4\u7684\u5546\u4e1a\u822a\u73ed\uff0c\u8fd9\u5bb6\u53f0\u6e7e\u822a\u7a7a\u516c\u53f8\u5c06\u7ee7\u7eed\u6269\u5927\u5728\u8be5\u5730\u533a\u7684\u822a\u7ebf\u3002\u8be5\u822a\u7a7a\u516c\u53f8\u6700\u8fd1\u8fd8\u5ba3\u5e03\u6062\u590d\u66f4\u591a\u7684\u65c5\u884c\u822a\u7ebf\uff0c\u6bd4\u5982\u98de\u5f80\u7c73\u5170\u7684\u822a\u7ebf\uff0c\u4ee5\u53ca\u98de\u5f80\u5317\u4eac\u7684\u6bcf\u65e5\u822a\u73ed\u3002\u968f\u7740\u65c5\u884c\u9650\u5236\u7684\u8fdb\u4e00\u6b65\u89e3\u9664\uff0c\u822a\u7ebf\u7684\u589e\u52a0\u5c06\u4f7f\u822a\u7a7a\u516c\u53f8\u80fd\u591f\u6293\u4f4f\u9884\u671f\u7684\u9700\u6c42\u589e\u957f\u3002\n  <\/li><li><strong>22\u8d22\u5e74\u4e1a\u7ee9\u3002<\/strong>\u8425\u6536\u589e\u81f3\u4eba\u6c11\u5e01251\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f94.1%\u3002\u51c0\u4e8f\u635f\u4e3a\u4eba\u6c11\u5e0129\u4ebf\u5143\uff0c\u57fa\u672c\u6bcf\u80a1\u4e8f\u635f\u4e3a\u4eba\u6c11\u5e010.19\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-173.png\" alt=\"\" class=\"wp-image-31177\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-173.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-173-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"739\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-174.png\" alt=\"\" class=\"wp-image-31178\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-174.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-174-300x180.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-174-1024x615.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-174-768x461.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31117-_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-175.png\" class=\"wp-image-31179\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-175.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-175-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31117-_4xawwrrlovo1\"><\/a><strong>\u963f\u91cc\u5df4\u5df4 (9988 HK)\uff1a\u4e91\u670d\u52a1\u9700\u6c42\u4e0d\u65ad\u589e\u957f<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a92\uff0c\u76ee\u6807\u4ef7\uff1a100\uff0c\u6b62\u635f\u4ef7\uff1a88<\/strong>\n  <\/li><li>\n    \u963f\u91cc\u5df4\u5df4\u96c6\u56e2\u63a7\u80a1\u6709\u9650\u516c\u53f8\u63d0\u4f9b\u6280\u672f\u57fa\u7840\u8bbe\u65bd\u53ca\u8425\u9500\u5e73\u53f0\u3002\u8be5\u516c\u53f8\u8fd0\u8425\u4e03\u4e2a\u4e1a\u52a1\u5206\u90e8\u3002\u4e2d\u56fd\u5546\u4e1a\u5206\u90e8\u5305\u62ec\u4e2d\u56fd\u96f6\u552e\u5546\u4e1a\u4e1a\u52a1\u5982\u6dd8\u5b9d\u3001\u5929\u732b\u3001\u76d2\u9a6c\u7b49\u4ee5\u53ca\u6279\u53d1\u4e1a\u52a1\u3002\u56fd\u9645\u5546\u4e1a\u5206\u90e8\u5305\u62ec\u56fd\u9645\u96f6\u552e\u53ca\u6279\u53d1\u5546\u4e1a\u4e1a\u52a1\uff0c\u5982Lazada\u3001\u901f\u5356\u901a\u7b49\u3002\u672c\u5730\u751f\u6d3b\u670d\u52a1\u5206\u90e8\u5305\u62ec\u57fa\u4e8e\u4f4d\u7f6e\u4e1a\u52a1\uff0c\u5982\u997f\u4e86\u4e48\u3001\u9ad8\u5fb7\u3001\u98de\u732a\u7b49\u3002\u83dc\u9e1f\u5206\u90e8\u5305\u62ec\u56fd\u5185\u53ca\u56fd\u9645\u4e00\u7ad9\u5f0f\u7269\u6d41\u670d\u52a1\u53ca\u4f9b\u5e94\u94fe\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u3002\u4e91\u4e1a\u52a1\u5206\u90e8\u5305\u62ec\u5411\u56fd\u5185\u5916\u4f01\u4e1a\u63d0\u4f9b\u516c\u6709\u4e91\u670d\u52a1\u548c\u6df7\u5408\u4e91\u670d\u52a1\uff0c\u5982\u963f\u91cc\u4e91\u53ca\u9489\u9489\u3002\u6570\u5b57\u5a92\u4f53\u53ca\u5a31\u4e50\u5206\u90e8\u5305\u62ec\u4f18\u9177\u3001\u5938\u514b\u548c\u963f\u91cc\u5f71\u4e1a\uff0c\u4ee5\u53ca\u5176\u4ed6\u5185\u5bb9\u548c\u5206\u9500\u5e73\u53f0\u4ee5\u53ca\u7ebf\u4e0a\u6e38\u620f\u4e1a\u52a1\u3002\u521b\u65b0\u4e1a\u52a1\u53ca\u5176\u4ed6\u5206\u90e8\u5305\u62ec\u8fbe\u6469\u9662\u3001\u5929\u732b\u7cbe\u7075\u53ca\u5176\u4ed6\u4e1a\u52a1\u3002\n  <\/li><li><strong>\u5bf9\u4e91\u670d\u52a1\u9700\u6c42\u589e\u957f\u7684\u9884\u671f\u3002<\/strong>\u4e2d\u56fd\u4e92\u8054\u7f51\u5de8\u5934\u963f\u91cc\u5df4\u5df4\u96c6\u56e2\u65d7\u4e0b\u7684\u4e91\u8ba1\u7b97\u90e8\u95e8\u963f\u91cc\u4e91\u6b63\u5728\u7ecf\u5386\u9a6c\u6765\u897f\u4e9a\u5e02\u573a\u4e0d\u540c\u9886\u57df\u9700\u6c42\u7684\u589e\u957f\u3002\u9884\u8ba1\u5404\u884c\u4e1a\u7684\u9700\u6c42\u5c06\u8fdb\u4e00\u6b65\u589e\u957f\uff0c\u8be5\u516c\u53f8\u81f4\u529b\u4e8e\u6301\u7eed\u6295\u8d44\u5e02\u573a\uff0c\u4fc3\u8fdb\u5c16\u7aef\u4e91\u8ba1\u7b97\u89e3\u51b3\u65b9\u6848\u7684\u5229\u7528\u3002\u8fd9\u79cd\u6218\u7565\u65b9\u6cd5\u4f7f\u4f01\u4e1a\u80fd\u591f\u8e0f\u4e0a\u6570\u5b57\u5316\u8f6c\u578b\u4e4b\u65c5\u3002\u968f\u7740\u8d8a\u6765\u8d8a\u591a\u7684\u4f01\u4e1a\u4f18\u5148\u8003\u8651\u6210\u672c\u6548\u76ca\uff0c\u8d8b\u52bf\u503e\u5411\u4e8e\u4e0e\u963f\u91cc\u4e91\u7b49\u4e91\u670d\u52a1\u63d0\u4f9b\u5546\u5408\u4f5c\uff0c\u800c\u4e0d\u662f\u6784\u5efa\u5355\u72ec\u7684\u670d\u52a1\u5668\u3002\u8fd9\u79cd\u8f6c\u53d8\u5bfc\u81f4\u5bf9\u4e91\u670d\u52a1\u7684\u9700\u6c42\u4e0d\u65ad\u4e0a\u5347\u3002\n  <\/li><li>\n    \u5927\u578b\u8bed\u8a00\u6a21\u578bAI\u7ade\u8d5b\u3002\u963f\u91cc\u4e91\u662f\u963f\u91cc\u5df4\u5df4\u96c6\u56e2\u7684\u4e91\u8ba1\u7b97\u90e8\u95e8\uff0c\u63a8\u51fa\u4e86\u4e24\u4e2a\u5f00\u6e90\u7684\u4eba\u5de5\u667a\u80fd\u5927\u578b\u8bed\u8a00\u6a21\u578b\uff0c\u4e13\u5bb6\u4eec\u8868\u793a\uff0c\u6b64\u4e3e\u5c06\u4fc3\u8fdbllm\u7684\u6280\u672f\u8fdb\u6b65\u548c\u5b9e\u9645\u5e94\u7528\u3002\u8fd9\u4e24\u6b3e\u673a\u578b\u5206\u522b\u88ab\u547d\u540d\u4e3a\u201c\u7fa4- 7b\u201d\u548c\u201c\u7fa4- 7b \u2013 chat\u201d\uff0c\u5404\u670970\u4ebf\u4e2a\u53c2\u6570\uff0c\u53ef\u7528\u4e8e\u5546\u4e1a\u7528\u9014\u3002\u8fd9\u662f\u4e2d\u56fd\u5927\u578b\u79d1\u6280\u516c\u53f8\u9996\u6b21\u5c06\u6cd5\u5b66\u7855\u58eb\u9879\u76ee\u5f00\u6e90\u3002\u963f\u91cc\u4e91\u5f3a\u8c03\uff0c\u8fd9\u4e9b\u5f00\u6e90\u6cd5\u5b66\u7855\u58eb\u5c06\u7b80\u5316\u4f01\u4e1a\u7684\u6a21\u578b\u57f9\u8bad\u548c\u90e8\u7f72\uff0c\u4f7f\u4ed6\u4eec\u80fd\u591f\u9ad8\u6548\u3001\u7ecf\u6d4e\u5730\u5bf9\u6a21\u578b\u8fdb\u884c\u5fae\u8c03\uff0c\u4ee5\u521b\u5efa\u81ea\u5df1\u7684\u9ad8\u8d28\u91cf\u4eba\u5de5\u667a\u80fd\u6a21\u578b\u3002\n  <\/li><li><strong>\u4e2d\u56fd\u6d88\u8d39\u6c34\u5e73\u6062\u590d\u3002<\/strong>\u4e2d\u56fd\u4e0a\u5468\u5ba3\u5e03\u4e86\u4e00\u7cfb\u5217\u523a\u6fc0\u6d88\u8d39\u7684\u63aa\u65bd\uff0c\u4f5c\u4e3a\u63d0\u632f\u56fd\u5185\u9700\u6c42\u548c\u652f\u6491\u4e16\u754c\u7b2c\u4e8c\u5927\u7ecf\u6d4e\u4f53\u7684\u4e00\u63fd\u5b50\u63aa\u65bd\u7684\u4e00\u90e8\u5206\u3002\u8fd9\u4e9b\u65b0\u63aa\u65bd\u65e8\u5728\u6269\u5927\u9910\u996e\u3001\u6587\u5316\u3001\u65c5\u6e38\u3001\u4f53\u80b2\u548c\u533b\u7597\u7b49\u4e0d\u540c\u9886\u57df\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\u5bf9\u4eca\u5e74\u4e0b\u534a\u5e74\u65c5\u6e38\u7ecf\u6d4e\u5c06\u8868\u73b0\u66f4\u597d\u7684\u9884\u671f\u4e5f\u53ef\u80fd\u63a8\u9ad8\u4e2d\u56fd\u56fd\u5185\u7684\u6d88\u8d39\u6c34\u5e73\u3002\n  <\/li><li><strong>22\u8d22\u5e74\u4e1a\u7ee9\u3002<\/strong>\u8425\u6536\u589e\u81f32,082\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f2.03%\u3002\u51c0\u5229\u6da6\u4e3a235\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c\u53bb\u5e74\u540c\u671f\u51c0\u4e8f\u635f\u4e3a133\u5143\u4eba\u6c11\u5e01\u3002Non-GAAP\u644a\u8584\u540e\u6bcf\u80a1\u6536\u76ca\u4e3a\u4eba\u6c11\u5e011.34\u5143\uff0c\u540c\u6bd4\u589e\u957f35%\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-176.png\" alt=\"\" class=\"wp-image-31180\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-176.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-176-300x64.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=\"826\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-177.png\" alt=\"\" class=\"wp-image-31181\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-177.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-177-300x202.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-177-1024x690.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-177-768x517.png 768w\" sizes=\"(max-width: 1226px) 100vw, 1226px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)<a id=\"post-31117-_d19xhcsacxqh\"><\/a><a id=\"post-31117-_1918i62s6ffp\"><\/a>\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-178.png\" alt=\"\" class=\"wp-image-31182\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-178.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-178-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-31117-_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-179.png\" class=\"wp-image-31183\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-179.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-179-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-179-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31117-_dt7008ndon1e\"><\/a><a id=\"post-31117-_u0e9lw19gc73\"><\/a><strong>\u4e9a\u9a6c\u900a (AMZN US)\uff1a\u9022\u4f4e\u4e70\u5165\u673a\u4f1a<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a132\uff0c\u76ee\u6807\u4ef7\uff1a142\uff0c\u6b62\u635f\u4ef7\uff1a127<\/strong>\n  <\/li><li>\n    \u4e9a\u9a6c\u900a\u516c\u53f8\u662f\u4e00\u5bb6\u63d0\u4f9b\u591a\u79cd\u4ea7\u54c1\u7684\u5728\u7ebf\u96f6\u552e\u5546\u3002\u516c\u53f8\u4ea7\u54c1\u5305\u62ec\u4e66\u7c4d\u3001\u97f3\u4e50\u3001\u7535\u8111\u3001\u7535\u5b50\u4ea7\u54c1\u548c\u8bb8\u591a\u5176\u4ed6\u4ea7\u54c1\u3002\u4e9a\u9a6c\u900a\u63d0\u4f9b\u4e2a\u6027\u5316\u8d2d\u7269\u670d\u52a1\u3001\u57fa\u4e8e\u7f51\u7edc\u7684\u4fe1\u7528\u5361\u652f\u4ed8\u548c\u76f4\u63a5\u9001\u8d27\u7ed9\u5ba2\u6237\u3002\u4e9a\u9a6c\u900a\u8fd8\u8fd0\u8425\u7740\u4e00\u4e2a\u63d0\u4f9b\u5168\u7403\u670d\u52a1\u7684\u4e91\u5e73\u53f0\u3002\n  <\/li><li><strong>\u6f5c\u5728\u7684IPO\u951a\u5b9a\u6295\u8d44\u8005\u3002<\/strong>\u4e9a\u9a6c\u900a\u6b63\u4e0e\u8f6f\u94f6\u65d7\u4e0b\u7684\u82af\u7247\u8bbe\u8ba1\u516c\u53f8Arm\u8fdb\u884c\u8c08\u5224\uff0c\u5e0c\u671b\u5728\u5176\u9996\u6b21\u516c\u5f00\u52df\u80a1\u4e4b\u524d\uff0c\u4f5c\u4e3a\u57fa\u77f3\u6295\u8d44\u8005\u6295\u8d44Arm\u3002Arm\u9884\u8ba1\u5c06\u4e8e9\u6708\u521d\u5728\u7eb3\u65af\u8fbe\u514b\u4e0a\u5e02\uff0c\u5e76\u5bfb\u6c42\u878d\u8d448\u4e07\u4ebf\u81f310\u4e07\u4ebf\u7f8e\u5143\u3002\u4e9a\u9a6c\u900a\u662f\u6295\u8d44Arm\u7684\u7ea610\u5bb6\u79d1\u6280\u516c\u53f8\u4e4b\u4e00\u3002\u4e9a\u9a6c\u900a\u6709\u5174\u8da3\u6295\u8d44Arm\uff0c\u56e0\u4e3a\u5b83\u5728\u4e91\u8ba1\u7b97\u4e1a\u52a1\u4e2d\u4f7f\u7528\u4e86Arm\u7684\u82af\u7247\u3002\u9884\u8ba1\u6b64\u6b21IPO\u5c06\u7ed9\u8f6f\u94f6\u5e26\u6765\u4e9f\u9700\u7684\u597d\u5904\uff0c\u8be5\u516c\u53f8\u6b63\u52aa\u529b\u7a33\u5b9a\u5176\u5e9e\u5927\u7684\u613f\u666f\u57fa\u91d1\u3002\n  <\/li><li><strong>\u4e91\u8ba1\u7b97\u9886\u57df\u7684\u9886\u5bfc\u8005\u3002<\/strong>\u4e9a\u9a6c\u900a\u7f51\u7edc\u670d\u52a1\u8425\u6536\u57282013\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u540c\u6bd4\u589e\u957f12%\uff0c\u8d85\u51fa\u5206\u6790\u5e08\u9884\u671f\u3002AWS\u662f\u9886\u5148\u7684\u4e91\u8ba1\u7b97\u5e73\u53f0\uff0c2022\u5e74\u7684\u5e02\u573a\u4efd\u989d\u4e3a40%\uff0c\u76ee\u524d\u4ecd\u5904\u4e8e\u589e\u957f\u7684\u65e9\u671f\u9636\u6bb5\u3002AWS\u9762\u4e34\u7740\u6765\u81ea\u5fae\u8f6fAzure\u548c\u8c37\u6b4c\u4e91\u5e73\u53f0\u65e5\u76ca\u6fc0\u70c8\u7684\u7ade\u4e89\uff0c\u4f46\u5b83\u6b63\u5728\u5927\u529b\u6295\u8d44\u65b0\u6280\u672f\uff0c\u5982\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\uff0c\u4ee5\u4fdd\u6301\u7ade\u4e89\u4f18\u52bf\u3002AWS\u4e5f\u5728\u4e0d\u65ad\u6269\u5927\u5176\u5168\u7403\u7248\u56fe\uff0c\u4e0d\u65ad\u6709\u65b0\u7684\u533a\u57df\u5f00\u653e\u3002\u6700\u8fd1\u7684\u4e00\u9879\u662f\u52302037\u5e74\u5728\u4ee5\u8272\u5217\u6295\u8d4472\u4ebf\u7f8e\u5143\u3002\u5b83\u5305\u62ec\u5728\u4ee5\u8272\u5217\u5f00\u8bbeAWS\u6570\u636e\u4e2d\u5fc3\uff0c\u8fd9\u5c06\u5141\u8bb8\u4ee5\u8272\u5217\u653f\u5e9c\u5728\u4ee5\u8272\u5217\u8fd0\u884c\u5e94\u7528\u7a0b\u5e8f\u548c\u5b58\u50a8\u6570\u636e;\u4f7f\u4ee5\u8272\u5217\u516c\u53f8\u66f4\u5bb9\u6613\u4f7f\u7528\u5168\u7403\u516c\u53f8\u4f7f\u7528\u7684AWS\u670d\u52a1\u3002\u603b\u4f53\u800c\u8a00\uff0cAWS\u4ecd\u5728\u5feb\u901f\u589e\u957f\uff0c\u5e76\u6709\u80fd\u529b\u4fdd\u6301\u5176\u5728\u4e91\u57fa\u7840\u8bbe\u65bd\u5e02\u573a\u7684\u9886\u5bfc\u5730\u4f4d\u3002\n  <\/li><li><strong>\u5f15\u5165\u66f4\u591a\u670d\u52a1\u3002<\/strong>\u4e9a\u9a6c\u900a\u7f51\u7edc\u670d\u52a1\u5df2\u7ecf\u6269\u5c55\u4e86\u5b83\u7684Amazon Bedrock\u670d\u52a1\uff0c\u5305\u62ec\u65b0\u7684\u57fa\u7840\u6a21\u578b\u63d0\u4f9b\u8005\u548c\u521b\u5efa\u5b8c\u5168\u6258\u7ba1\u4ee3\u7406\u7684\u65b0\u529f\u80fd\u3002\u8fd9\u4f7f\u5f97\u5ba2\u6237\u66f4\u5bb9\u6613\u6784\u5efa\u548c\u6269\u5c55\u5177\u6709\u5e7f\u6cdbFMs\u7684\u751f\u6210\u5f0fAI\u5e94\u7528\u7a0b\u5e8f\uff0c\u5e76\u5b8c\u6210\u9700\u8981\u8bbf\u95ee\u5916\u90e8\u7cfb\u7edf\u548c\u6700\u65b0\u77e5\u8bc6\u6765\u6e90\u7684\u590d\u6742\u4efb\u52a1\u3002Amazon Bedrock\u662f\u4e00\u79cd\u5b8c\u5168\u6258\u7ba1\u7684\u670d\u52a1\uff0c\u5b89\u5168\u3001\u53ef\u6269\u5c55\u4e14\u6613\u4e8e\u4f7f\u7528\uff0c\u5bf9\u4e8e\u60f3\u8981\u5feb\u901f\u8f7b\u677e\u5730\u5f00\u59cb\u4f7f\u7528\u751f\u6210\u5f0fAI\u7684\u5404\u79cd\u89c4\u6a21\u7684\u4f01\u4e1a\u6765\u8bf4\uff0c\u8fd9\u662f\u4e00\u4e2a\u5f88\u597d\u7684\u9009\u62e9\u3002\n  <\/li><li><strong>23\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u6536\u76ca\u56de\u987e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u589e\u957f10.8%\uff0c\u81f31,343\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f29.6\u4ebf\u7f8e\u5143\u3002\u6bcf\u80a1\u6536\u76ca\u4e3a0.65\u7f8e\u5143\uff0c\u4e0e\u9884\u671f\u76840.34\u7f8e\u5143\u6ca1\u6709\u53ef\u6bd4\u6027\u3002\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n    <img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-180.png\" class=\"wp-image-31184\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-180.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-180-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"739\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-181.png\" alt=\"\" class=\"wp-image-31185\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-181.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-181-300x180.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-181-1024x615.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-181-768x461.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31117-_k6bubwvkl8o3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-182.png\" class=\"wp-image-31186\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-182.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-182-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-182-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31117-_vtsz9t6cyeeq\"><\/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>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a230\uff0c\u76ee\u6807\u4ef7\uff1a250\uff0c\u6b62\u635f\u4ef7\uff1a220<\/strong>\n  <\/li><li>\n    \u6ce2\u97f3\u516c\u53f8\u53ca\u5176\u5b50\u516c\u53f8\u5728\u5168\u7403\u8303\u56f4\u5185\u8bbe\u8ba1\u3001\u5f00\u53d1\u3001\u5236\u9020\u3001\u9500\u552e\u3001\u670d\u52a1\u548c\u652f\u6301\u5546\u7528\u55b7\u6c14\u5ba2\u673a\u3001\u519b\u7528\u98de\u673a\u3001\u536b\u661f\u3001\u5bfc\u5f39\u9632\u5fa1\u7cfb\u7edf\u3001\u8f7d\u4eba\u822a\u5929\u98de\u884c\u548c\u53d1\u5c04\u7cfb\u7edf\u4ee5\u53ca\u670d\u52a1\u3002\n  <\/li><li><strong>\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\n  <\/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\n  <\/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\n  <\/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\n  <\/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\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n    <img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-183.png\" class=\"wp-image-31187\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-183.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-183-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/>\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-184.png\" alt=\"\" class=\"wp-image-31188\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-184.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-184-300x199.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-184-1024x681.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-184-768x511.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-184-730x485.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<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"http:\/\/qq#top\">^ Back To Top<\/a>\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31117-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-185.png\" class=\"wp-image-31190\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-185.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-185-300x64.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-186.png\" alt=\"\" class=\"wp-image-31191\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-186.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-186-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Add Banyan Tree (BTH SP) at S$0.445, Sands China Ltd (1928 HK) at HK$29 and Cloudflare (NET US) at US$68. Cut loss on Li Ning (2331 HK) at HK$43, Rex International (REXI SP) at S$0.174, AEM (AEM SP) at S$3.63 and Cloudflare (NET US) at US$64.5.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"460\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-187.png\" alt=\"\" class=\"wp-image-31192\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-187.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-187-300x146.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-187-768x375.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 consumer prices rise moderately in July; weekly jobless claims above expectations 2. US Fed seen pausing on rate hikes after tame inflation data, but mission not over 3. Alibaba takes step towards comeback as growth finally returns 4. Oil settles lower [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":22940,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_eb_attr":"","_uag_custom_page_level_css":"","footnotes":""},"categories":[13],"tags":[],"class_list":["post-31117","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 (Source: Bloomberg) 23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f164%\uff0c\u4ece\u53bb\u5e74\u768411\u4ebf\u65b0\u5143\u589e\u81f329\u4ebf\u65b0\u5143\u3002\u7531\u4e8e\u5408\u540c\u548c\u5408\u5e76\u8d39\u7528\u7684\u62e8\u5907\uff0c\u51c0\u4e8f\u635f\u8fbe- 2.64\u4ebf\u65b0\u5143\u3002\u8be5\u96c6\u56e2\u57282023\u5e74\u4e0a\u534a\u5e74\u7684EBITDA\u4e3a2700\u4e07\u65b0\u5143\uff0c\u9ad8\u4e8e\u53bb\u5e74\u540c\u671f\u7684\u8d1f1900\u4e07\u65b0\u5143\u3002\u4e0d\u8ba1\u5408\u540c\u548c\u5408\u5e76\u8d39\u7528\u62e8\u5907\u7684EBITDA\u4e3a2.58\u4ebf\u65b0\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Company) \u5e02\u573a\u5171\u8bc6\u3002 \u534e\u4fa8\u94f6\u884c\u80a1\u4ef7\u548c\u7f8e\u5143\/\u65b0\u5143\u6bd4\u8f83 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Add Banyan Tree (BTH SP) at S$0.445, Sands China Ltd (1928 HK)\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Keith Tan\"\/>\n\t<meta name=\"keywords\" content=\"kgi daily trading ideas (chinese)\" \/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-11-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\u670811\u65e5: \u6d77\u5ead (STM SP), Air China Ltd. 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