{"id":31339,"date":"2023-08-16T07:30:00","date_gmt":"2023-08-15T23:30:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=31339"},"modified":"2023-08-16T10:24:25","modified_gmt":"2023-08-16T02:24:25","slug":"kgi-daily-trading-ideas-16-aug-2023-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-16-aug-2023-zh\/","title":{"rendered":"2023\u5e7408\u670816\u65e5: UMS \u63a7\u80a1 (UMSH SP), \u65b0\u79c0\u4e3d (1920 HK), \u5df4\u91cc\u514b\u9ec3\u91d1 (GOLD 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-31339-_fginbsn8cd1z\"><\/a><a id=\"post-31339-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"941\" height=\"533\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/image.png\" alt=\"\" class=\"wp-image-31419\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/image.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/image-300x170.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/image-768x435.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>News Feed<\/strong><\/td><\/tr><tr><td>1. <a href=\"https:\/\/www.ft.com\/content\/a2d5463a-f140-4e13-bfe2-3607dd2149c4\">US Treasury yields hit highest level this year after strong retail sales data<\/a><\/td><\/tr><tr><td>2. <a href=\"https:\/\/www.straitstimes.com\/business\/economy\/us-retail-sales-top-forecasts-showcasing-consumer-resilience\">US retail sales top forecasts, showcasing consumer resilience<\/a><\/td><\/tr><tr><td>3. <a href=\"https:\/\/www.businesstimes.com.sg\/companies-markets\/us-stocks-end-lower-banking-concerns-weak-china-data\">US: Stocks end lower on banking concerns, weak China data<\/a><\/td><\/tr><tr><td>4. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/us-business-inventories-unchanged-june\">US business inventories unchanged in June<\/a><\/td><\/tr><tr><td>5. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/us-import-prices-rebound-july-trend-remains-soft\">US import prices rebound in July, trend remains soft<\/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-290.png\" alt=\"\" class=\"wp-image-31381\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-290.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-290-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31339-_qqv3rtx8nazp\"><\/a><a id=\"post-31339-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1172\" height=\"666\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-291.png\" alt=\"\" class=\"wp-image-31382\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-291.png 1172w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-291-300x170.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-291-1024x582.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-291-768x436.png 768w\" sizes=\"(max-width: 1172px) 100vw, 1172px\" \/><\/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\/chinas-central-bank-cuts-standing-lending-facility-rates\">China\u2019s central bank cuts standing lending facility rates<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/global\/china-stop-releasing-youth-jobless-rate-data-august-says-stats-bureau\">China to stop releasing youth jobless rate data from August, says stats bureau<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.chinadaily.com.cn\/a\/202308\/14\/WS64da432ba31035260b81c0ee.html\">New policies encourage foreign firms to expand operations<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.reuters.com\/world\/asia-pacific\/chinas-livestreaming-attracts-young-hopefuls-competition-grows-2023-08-15\/\">China\u2019s livestreaming attracts young hopefuls as competition grows<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.reuters.com\/markets\/asia\/china-stats-bureau-sees-no-deflation-risks-plays-down-property-woes-2023-08-15\/\">China stats bureau sees no deflation risks, plays down property woes<\/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-292.png\" alt=\"\" class=\"wp-image-31383\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-292.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-292-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  <a id=\"post-31339-_7c2gwybbbr90\"><\/a>\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-31339-_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-293.png\" class=\"wp-image-31384\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-293.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-293-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31339-_lc7e1ohszzib\"><\/a><strong>UMS \u63a7\u80a1 (UMSH SP)\uff1a\u63a5\u4e0b\u6765\u524d\u666f\u66f4\u597d<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\u4ef7\uff1a1.10\uff0c\u76ee\u6807\u4ef7\uff1a1.25\uff0c\u6b62\u635f\u4ef7\uff1a1.04<\/strong>\n  <\/li><li>\n    UMS\u63a7\u80a1\u6709\u9650\u516c\u53f8\u4e3a\u534a\u5bfc\u4f53\u53ca\u76f8\u5173\u4ea7\u54c1\u7684\u539f\u59cb\u8bbe\u5907\u5236\u9020\u5546(oem)\u63d0\u4f9b\u8bbe\u5907\u5236\u9020\u548c\u5de5\u7a0b\u670d\u52a1\u3002\u516c\u53f8\u751f\u4ea7\u9ad8\u7cbe\u5ea6\u90e8\u4ef6\u548c\u590d\u6742\u7684\u673a\u7535\u88c5\u914d\u548c\u6700\u7ec8\u6d4b\u8bd5\u670d\u52a1\u3002UMS\u652f\u6301\u7535\u5b50\uff0c\u673a\u5e8a\u548c\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u884c\u4e1a\u3002\n  <\/li><li><strong>\u534a\u5bfc\u4f53\u884c\u4e1a\u6b63\u5728\u89e6\u5e95\u53cd\u5f39\u3002<\/strong>2013\u5e74\u4e0a\u534a\u5e74\uff0c\u4eba\u5de5\u667a\u80fd(AI)\u7684\u91cc\u7a0b\u7891\u5f0f\u53d1\u5c55\u4e0d\u4ec5\u7f13\u51b2\u4e86\u534a\u5bfc\u4f53\u884c\u4e1a\u7684\u4e0b\u884c\u5468\u671f\uff0c\u800c\u4e14\u542f\u52a8\u4e86\u65b0\u7684\u589e\u957f\u5f15\u64ce\u3002\u4eba\u5de5\u667a\u80fd\u7684\u7092\u4f5c\u63a9\u76d6\u4e86\u7531\u4e8e\u751f\u6d3b\u6b63\u5e38\u5316\u800c\u5bfc\u81f4\u7684\u79fb\u52a8\/\u4e2a\u4eba\u7535\u8111\u82af\u7247\u9700\u6c42\u4e0b\u964d\uff0c\u4ee5\u53ca\u5730\u7f18\u653f\u6cbb\u56e0\u7d20\u5bfc\u81f4\u7684\u8d44\u672c\u652f\u51fa\u4e0b\u964d\u3002\u7136\u800c\uff0c\u4e00\u4e9b\u5e02\u573a\u9886\u5bfc\u8005\u9884\u8ba1\uff0c\u968f\u7740\u8ba2\u5355\u548c\u8d44\u672c\u652f\u51fa\u7684\u9010\u6e10\u6062\u590d\uff0c\u8be5\u884c\u4e1a\u5c06\u572823\u5e74\u4e0b\u534a\u5e74\u621624\u5e74\u4e0a\u534a\u5e74\u89e6\u5e95\u3002\u5728um2q23\u7684\u65b0\u95fb\u7a3f\u4e2d\uff0c\u6839\u636eSEMI\u7684\u6570\u636e\uff0c\u9884\u8ba1\u660e\u5e74\u5168\u7403300mm\u6676\u5706\u5382\u8bbe\u5907\u7684\u524d\u7aef\u8bbe\u65bd\u652f\u51fa\u5c06\u5f00\u59cb\u589e\u957f\uff0c\u57282023\u5e74\u4e0b\u964d\u4e4b\u540e\uff0c2026\u5e74\u5c06\u8fbe\u52301190\u4ebf\u7f8e\u5143\u7684\u5386\u53f2\u65b0\u9ad8\u3002\n  <\/li><li><strong>\u5e94\u7528\u6750\u6599\u516c\u53f8\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u9884\u544a\u3002<\/strong>\u5e94\u7528\u6750\u6599\u516c\u53f8(AMAT US)\u662fUMS\u7684\u91cd\u8981\u5ba2\u6237\uff0c\u8be5\u516c\u53f8\u5c06\u4e8e8\u670817\u65e5\u53d1\u5e03\u5176\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002\u6b64\u524d\uff0cAMAT\u6307\u5f15\u5176\u7b2c\u4e09\u5b63\u5ea6\u51c0\u9500\u552e\u989d\u4e3a61.5\u4ebf\u7f8e\u5143(\u6b63\u8d1f4\u4ebf\u7f8e\u5143)\uff0c\u800c\u5e02\u573a\u9884\u671f\u4e3a60.5\u4ebf\u7f8e\u5143\u3002\u975e\u516c\u8ba4\u4f1a\u8ba1\u51c6\u5219\u8c03\u6574\u540e\u7684\u7a00\u91ca\u6bcf\u80a1\u6536\u76ca\u6307\u5f15\u57281.56\u7f8e\u5143\u81f31.92\u7f8e\u5143\u4e4b\u95f4\uff0c\u800c\u5e02\u573a\u9884\u671f\u4e3a1.64\u7f8e\u5143\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>UMS\u4e0eAMAT\u7684\u5468\u56de\u62a5\u76f8\u5173\u6027<\/strong>\n<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\n  <img loading=\"lazy\" decoding=\"async\" width=\"1253\" height=\"725\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-294.png\" class=\"wp-image-31385\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-294.png 1253w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-294-300x174.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-294-1024x592.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-294-768x444.png 768w\" sizes=\"(max-width: 1253px) 100vw, 1253px\" \/>\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>23\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u4e0b\u964d14%\uff0c\u81f37,440\u4e07\u65b0\u5143\u3002\u6bdb\u6599\u5229\u6da6\u7387\u4ece51.7%\u964d\u81f346.3%\u3002\u7a0e\u540e\u53ca\u9664\u5c11\u6570\u80a1\u6743\u5229\u6da6\u540c\u6bd4\u589e\u957f42%\uff0c\u81f31,160\u4e07\u65b0\u5143\u3002\u51c0\u5229\u6da6\u7387\u4ece23.2%\u964d\u81f315.4%\u3002\u69df\u57ce\u7684\u65b0\u5de5\u5382\u9884\u8ba1\u5c06\u4e3a2024\u8d22\u5e74\u8d21\u732e\u81f3\u5c113,000\u4e07\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u5ba3\u5e03\u4e2d\u671f\u80a1\u606f\u4e3a1.2\u65b0\u5206\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-295.png\" alt=\"\" class=\"wp-image-31386\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-295.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-295-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  <img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"756\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-296.png\" class=\"wp-image-31387\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-296.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-296-300x184.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-296-1024x629.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-296-768x472.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/>\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-297.png\" alt=\"\" class=\"wp-image-31388\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-297.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-297-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31339-_wqsyfh3srl0i\"><\/a><a id=\"post-31339-_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>\u91cd\u65b0\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-298.png\" class=\"wp-image-31389\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-298.png 1048w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-298-300x178.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-298-1024x609.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-298-768x457.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-299.png\" alt=\"\" class=\"wp-image-31390\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-299.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-299-300x64.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-300.png\" alt=\"\" class=\"wp-image-31391\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-300.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-300-300x180.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-300-1024x615.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-300-768x461.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-31339-_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-301.png\" class=\"wp-image-31392\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-301.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-301-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-31339-_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-302.png\" class=\"wp-image-31394\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-302.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-302-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31339-_bys537v6t4yf\"><\/a><a id=\"post-31339-_2jbsg19prh31\"><\/a><strong>\u65b0\u79c0\u4e3d (1920 HK)\uff1a\u98de\u884c\u6709\u683c\u8c03<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a24.2\uff0c\u76ee\u6807\u4ef7\uff1a26.2\uff0c\u6b62\u635f\u4ef7\uff1a23.2<\/strong>\n  <\/li><li>\n    \u65b0\u79c0\u4e3d\u56fd\u9645\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u8bbe\u8ba1\u3001\u5236\u9020\u3001\u91c7\u8d2d\u53ca\u5206\u9500\u884c\u674e\u7bb1\u3001\u5546\u52a1\u5305\u53ca\u7535\u8111\u5305\u3001\u6237\u5916\u5305\u53ca\u4f11\u95f2\u5305\u3001\u65c5\u6e38\u914d\u4ef6\u4ee5\u53ca\u4e2a\u4eba\u7535\u5b50\u8bbe\u5907\u7ea4\u8584\u4fdd\u62a4\u58f3\u4e1a\u52a1\u7684\u9999\u6e2f\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u4e09\u4e2a\u90e8\u95e8\u8fd0\u8425\u4e1a\u52a1\u3002\u65c5\u884c\u5305\u90e8\u95e8\u4e3b\u8981\u4ece\u4e8b\u7ecf\u8425\u4e09\u7c7b\u884c\u674e\u7bb1\u53ca\u62c9\u6746\u7bb1\u4e1a\u52a1\uff0c\u5305\u62ec\u786c\u8d28\u3001\u8f6f\u8d28\u548c\u6df7\u5408\u5f0f\u3002\u4f11\u95f2\u5305\u90e8\u95e8\u4e3b\u8981\u4ece\u4e8b\u7ecf\u8425\u65e5\u5e38\u751f\u6d3b\u7528\u54c1\u4e1a\u52a1\uff0c\u5305\u62ec\u4e0d\u540c\u6b3e\u5f0f\u7684\u80cc\u5305\u3001\u5973\u58eb\u53ca\u7537\u58eb\u80a9\u5305\u53ca\u53ef\u62d6\u62c9\u7684\u884c\u674e\u5305\u3002\u5546\u52a1\u5305\u90e8\u95e8\u4ece\u4e8b\u7ecf\u8425\u5546\u52a1\u7528\u9014\u4ea7\u54c1\u4e1a\u52a1\uff0c\u5305\u62ec\u62d6\u62c9\u5f0f\u79fb\u52a8\u529e\u516c\u7528\u884c\u674e\u7bb1\u3001\u624b\u63d0\u516c\u6587\u5305\u548c\u7535\u8111\u5305\u3002\n  <\/li><li><strong>\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\u6709\u4e24\u4efd\u7ea660\u4e2a\u56fd\u5bb6\u7684\u540d\u5355\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\u8d85\u8fc7\u76ee\u524d\u7684\u6c34\u5e73\uff0c\u4ece\u800c\u63a8\u52a8\u5bf9\u884c\u674e\u7b49\u65c5\u884c\u914d\u4ef6\u7684\u9700\u6c42\u4e5f\u4f1a\u589e\u52a0\u3002\n  <\/li><li><strong>\u4f18\u8d28\u7684\u4ea7\u54c1\uff0c<\/strong>\u826f\u597d\u7684\u8425\u9500\u548c\u5408\u4f5c\u3002\u65b0\u79c0\u4e3d\u4e00\u76f4\u4ee5\u5176\u65e0\u4e0e\u4f26\u6bd4\u7684\u54c1\u8d28\u548c\u6301\u4e45\u7684\u8010\u7528\u6027\u6765\u7ef4\u62a4\u5176\u4f5c\u4e3a\u4f18\u8d28\u54c1\u724c\u7684\u58f0\u8a89\u3002\u8be5\u516c\u53f8\u79ef\u6781\u4e0e\u7b2c\u4e09\u65b9\u5408\u4f5c\uff0c\u521b\u9020\u5f53\u4ee3\u884c\u674e\u7bb1\u8bbe\u8ba1\uff0c\u5438\u5f15\u4e86\u5927\u91cf\u611f\u5174\u8da3\u7684\u6d88\u8d39\u8005\u3002\u540c\u65f6\uff0c\u8be5\u54c1\u724c\u4ecd\u7136\u81f4\u529b\u4e8e\u575a\u6301\u8fd9\u4e9b\u884c\u674e\u7bb1\u4ea7\u54c1\u7684\u9ad8\u8d28\u91cf\u6807\u51c6\u3002\u503c\u5f97\u4e00\u63d0\u7684\u662f\uff0c\u65b0\u79c0\u4e3d\u6210\u529f\u5730\u4e0eNew Balance\u7b49\u77e5\u540d\u4f01\u4e1a\u5408\u4f5c\uff0c\u751a\u81f3\u8fd8\u6574\u5408\u4e86\u9632\u5f39\u5c11\u5e74\u56e2(BTS)\u70ed\u95e8\u6b4c\u66f2\u300aButter\u300b\u7684\u5143\u7d20\uff0c\u63a8\u51fa\u4e86\u9650\u91cf\u7248\u3001\u5f15\u9886\u6f6e\u6d41\u7684\u4ea7\u54c1\u3002\n  <\/li><li><strong>\u6269\u5f20\u8ba1\u5212\u3002<\/strong>\u8be5\u54c1\u724c\u6b63\u5728\u5229\u7528\u5df2\u7ecf\u5728\u4e9a\u6d32\u548c\u6b27\u6d32\u53d6\u5f97\u6210\u529f\u7684\u521b\u65b0\u6a21\u5f0f\uff0c\u6269\u5927\u5728\u8be5\u56fd\u7684\u9500\u552e\u5730\u70b9\u3002\u8fd9\u4e2a\u65b0\u9c9c\u7684\u54c1\u724c\u6982\u5ff5\u6765\u5230\u79d8\u9c81\uff0c\u4f4d\u4e8eMall de Salaverry\u5185\u3002\u4eca\u5e74\uff0c\u8be5\u516c\u53f8\u8ba1\u5212\u6539\u9020\u4f4d\u4e8eJockey Plaza\u7684\u65d7\u8230\u5e97\uff0c\u90a3\u91cc\u6709\u591a\u4e2a\u54c1\u724c\u3002\u8ba1\u5212\u8fd8\u5305\u62ec\u660e\u5e74\u5728\u5229\u9a6c\u548c\u5404\u7701\u5f00\u8bbe\u65b0\u5e97\uff0c\u76ee\u6807\u662f\u5b9e\u73b0\u6bd4\u53bb\u5e74\u589e\u957f25%\uff0c\u6bd42019\u5e74\u75ab\u60c5\u524d\u589e\u957f30%\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u3002<\/strong>\u51c0\u9500\u552e\u989d\u589e\u957f\u81f38.521\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f48.5%)\uff0c\u800c\u7b2c\u4e00\u5b63\u5ea6\u4e3a5730\u4e07\u7f8e\u5143\u3002\u51c0\u5229\u6da6\u5728\u7b2c\u4e00\u5b63\u5ea6\u4e0a\u5347\u81f37380\u4e07\u7f8e\u5143(\u540c\u6bd4\u589e\u957f348.4%)\uff0c\u800c\u7b2c\u4e00\u5b63\u5ea6\u4e3a1640\u4e07\u7f8e\u5143\u3002\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u548c\u644a\u8584\u6bcf\u80a1\u6536\u76ca\u4e3a5.1\u7f8e\u5206\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-303.png\" alt=\"\" class=\"wp-image-31395\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-303.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-303-300x64.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=\"756\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-304.png\" alt=\"\" class=\"wp-image-31396\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-304.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-304-300x184.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-304-1024x629.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-304-768x472.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-31339-_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-305.png\" class=\"wp-image-31397\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-305.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-305-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31339-_36ec3o1fh3u5\"><\/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>\u91cd\u7533\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-306.png\" alt=\"\" class=\"wp-image-31398\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-306.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-306-300x64.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-307.png\" alt=\"\" class=\"wp-image-31399\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-307.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-307-300x180.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-307-1024x615.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-307-768x461.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<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-308.png\" alt=\"\" class=\"wp-image-31400\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-308.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-308-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-31339-_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-309.png\" class=\"wp-image-31401\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-309.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-309-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-309-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31339-_iv0gwt25x8l2\"><\/a><strong>\u5df4\u91cc\u514b\u9ec3\u91d1 (GOLD US)\uff1a\u77ed\u671f\u5229\u7a7a\u662f\u4e70\u5165\u673a\u4f1a<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\u4ef7\uff1a16.75\uff0c\u76ee\u6807\u4ef7\uff1a18.0\uff0c\u6b62\u635f\u4ef7\uff1a18.5<\/strong>\n  <\/li><li>\n    \u5df4\u91cc\u514b\u9ec4\u91d1\u516c\u53f8\u4ece\u4e8b\u9ec4\u91d1\u548c\u94dc\u8d44\u4ea7\u7684\u52d8\u63a2\u3001\u77ff\u5c71\u5f00\u53d1\u3001\u751f\u4ea7\u548c\u9500\u552e\u3002\u5b83\u62e5\u6709\u4f4d\u4e8e\u963f\u6839\u5ef7\u3001\u52a0\u62ff\u5927\u3001C\u00f4te d\u2019 ivvoire\u3001\u521a\u679c\u6c11\u4e3b\u5171\u548c\u56fd\u3001\u591a\u7c73\u5c3c\u52a0\u5171\u548c\u56fd\u3001\u9a6c\u91cc\u3001\u5766\u6851\u5c3c\u4e9a\u548c\u7f8e\u56fd\u7684\u91d1\u77ff\u7684\u6240\u6709\u6743\u6743\u76ca\u3002\n  <\/li><li><strong>7\u6708\u7f8e\u56fdCPI\u4f4e\u4e8e\u9884\u671f\u3002<\/strong>\u7f8e\u56fd7\u6708\u4efd\u6d88\u8d39\u8005\u4ef7\u683c\u6307\u6570(CPI)\u62a5\u544a\u663e\u793a\uff0c\u901a\u80c0\u7387\u540c\u6bd4\u4e0a\u53473.2%\uff0c\u7565\u4f4e\u4e8e\u9884\u671f\u3002\u5254\u9664\u6ce2\u52a8\u8f83\u5927\u7684\u98df\u54c1\u548c\u80fd\u6e90\u4ef7\u683c\u540e\uff0c\u6838\u5fc3CPI\u672c\u6708\u4e0a\u6da80.2%\uff0c\u76f8\u5f53\u4e8e\u5e74\u53164.7%\uff0c\u4f4e\u4e8e\u9884\u671f\u3002\u6708\u5ea6\u901a\u80c0\u589e\u957f\u7684\u4e3b\u8981\u539f\u56e0\u662f\u4f4f\u623f\u6210\u672c\u7684\u4e0a\u5347\uff0c\u4f4f\u623f\u6210\u672c\u540c\u6bd4\u589e\u957f\u4e860.4%\uff0c\u540c\u6bd4\u589e\u957f\u4e867.7%\u3002\u7ecf\u901a\u80c0\u8c03\u6574\u540e\uff0c\u5f53\u6708\u5b9e\u9645\u5de5\u8d44\u589e\u957f0.3%\uff0c\u540c\u6bd4\u589e\u957f1.1%\u3002\u62a5\u544a\u663e\u793a\uff0c\u5c3d\u7ba1\u901a\u80c0\u7387\u5df2\u4ece2022\u5e74\u4e2d\u671f\u7684\u9ad8\u70b9\u56de\u843d\uff0c\u4f46\u4ecd\u9ad8\u4e8e\u7f8e\u8054\u50a8\u8bbe\u5b9a\u76842%\u7684\u9884\u671f\u6c34\u5e73\u30027\u6708\u4efd\u7684\u6e29\u548c\u901a\u80c0\u8868\u660e\uff0c\u7f8e\u8054\u50a8\u53ef\u80fd\u5728\u672a\u6765\u4e00\u4e2a\u6708\u7ef4\u6301\u5229\u7387\u4e0d\u53d8\u3002\u901a\u80c0\u7684\u63a8\u52a8\u56e0\u7d20\u662f\u79df\u91d1\u4e0a\u6da8\uff0c\u4f46\u6c7d\u8f66\u548c\u5bb6\u5177\u7b49\u5546\u54c1\u6210\u672c\u4e0b\u964d\uff0c\u62b5\u6d88\u4e86\u79df\u91d1\u4e0a\u6da8\u7684\u5f71\u54cd\u3002\u5c3d\u7ba1\u901a\u80c0\u6709\u6240\u653e\u7f13\uff0c\u4f46\u7ecf\u6d4e\u5b66\u5bb6\u8ba4\u4e3a\uff0c\u592e\u884c\u53ef\u80fd\u4f1a\u7ee7\u7eed\u9010\u6b65\u52a0\u606f\u4ee5\u63a7\u5236\u901a\u80c0\uff0c\u8fd1\u671f\u4e0d\u592a\u53ef\u80fd\u964d\u606f\u3002\n  <\/li><li><strong>7\u6708\u7f8e\u56fdPPI\u6570\u636e\u9ad8\u4e8e\u9884\u671f\u3002<\/strong>\u7f8e\u56fd7\u6708\u4efd\u751f\u4ea7\u8005\u4ef7\u683c\u6307\u6570(PPI)\u540c\u6bd4\u4e0a\u6da80.8%\uff0c\u9ad8\u4e8e\u4e0a\u67080.2%\u7684\u6da8\u5e45\u3002\u589e\u52a0\u7684\u4e3b\u8981\u539f\u56e0\u662f\u670d\u52a1\u8d39\u7528\u589e\u52a0\u3002\u7ecf\u6d4e\u5b66\u5bb6\u6b64\u524d\u7684\u9884\u671f\u662f\u589e\u957f0.7%\u3002\u5c3d\u7ba1\u9884\u8ba1\u7f8e\u8054\u50a8\u5728\u4eca\u5e74\u5269\u4f59\u65f6\u95f4\u5185\u5c06\u7ef4\u6301\u76ee\u524d\u7684\u4fe1\u8d37\u72b6\u51b5\uff0c\u4f46\u6570\u636e\u516c\u5e03\u540e\uff0c9\u6708\u4efd\u52a0\u606f\u7684\u53ef\u80fd\u6027\u4ece90%\u7565\u5fae\u4e0b\u964d\u81f388.5%\u3002\u5c3d\u7ba1\u5bf9\u901a\u80c0\u7684\u62c5\u5fe7\u6325\u4e4b\u4e0d\u53bb\uff0c\u4f46\u6295\u8d44\u8005\u6ce8\u610f\u5230\u4e86CPI\u6570\u636e\u7684\u8fdb\u5c55\u3002PPI\u7684\u4e0a\u5347\u4e5f\u5f71\u54cd\u4e862\u5e74\u671f\u56fd\u503a\u7684\u6536\u76ca\u7387\uff0c\u5bfc\u81f4\u79d1\u6280\u80a1\u548c\u589e\u957f\u578b\u80a1\u7968\u627f\u538b\u3002\n  <\/li><li><strong>2023\u5e74\u9ec4\u91d1\u4ef7\u683c\u524d\u666f\u770b\u597d\u3002<\/strong>\u9ec4\u91d1\u4ef7\u683c\u53d7\u591a\u79cd\u56e0\u7d20\u5f71\u54cd\uff0c\u5176\u4e2d\u7f8e\u5143\u8d70\u52bf\u548c\u5168\u7403\u5730\u7f18\u653f\u6cbb\u98ce\u9669\u5f71\u54cd\u8f83\u5927\u3002\u9ec4\u91d1\u5f80\u5f80\u4ece\u6709\u9650\u7684\u901a\u80c0\u548c\u4f4e\u5931\u4e1a\u7387\u4e2d\u83b7\u5f97\u652f\u6491\uff0c\u5728\u7ecf\u6d4e\u4e0d\u786e\u5b9a\u65f6\u671f\u5145\u5f53\u5bf9\u51b2\u901a\u80c0\u7684\u5de5\u5177\u548c\u5b89\u5168\u6e2f\u3002\u5c3d\u7ba1\u7f8e\u56fd7\u6708\u4efdCPI\u6da8\u5e45\u4f4e\u4e8e\u9884\u671f\uff0c\u4f46\u4ecd\u8d85\u8fc7\u4e86\u7f8e\u8054\u50a82%\u7684\u76ee\u6807\u3002\u7136\u800c\uff0c\u5bf92024\u5e74\u964d\u606f\u7684\u9884\u671f\u6b63\u5728\u6291\u5236\u4ef7\u683c\u3002\u5728\u6c7d\u6cb9\u4ef7\u683c\u53cd\u5f39\u548c\u7f8e\u8054\u50a8\u8fdb\u4e00\u6b65\u52a0\u606f\u9884\u671f\u7684\u63a8\u52a8\u4e0b\uff0c\u7f8e\u5143\u7684\u5347\u503c\u662f\u9020\u6210\u8fd9\u79cd\u5c40\u9762\u7684\u539f\u56e0\u4e4b\u4e00\u3002\u751f\u4ea7\u5546\u5c06\u5de5\u5382\u51fa\u5382\u4ef7\u683c\u63d0\u9ad8\u4e860.3%\uff0c\u8d85\u8fc7\u4e86\u9884\u671f\u76840.2%\uff0c\u5bfc\u81f4\u6574\u4f53PPI\u4e0a\u5347\u81f30.8%\u3002\u9ec4\u91d1\u4ef7\u683c\u8fd8\u53d7\u5230\u6301\u7eed\u901a\u80c0\u548c\u5730\u7f18\u653f\u6cbb\u7d27\u5f20\u5c40\u52bf\u7684\u5f71\u54cd\uff0c\u8fd9\u4e24\u4e2a\u9886\u57df\u7684\u62c5\u5fe7\u90fd\u5f71\u54cd\u7740\u5e02\u573a\u3002\u6b64\u5916\uff0c\u62dc\u767b\u5bf9\u4e2d\u56fd\u79d1\u6280\u6295\u8d44\u7684\u9650\u5236\u4e5f\u5f15\u53d1\u4e86\u8c28\u614e\uff0c\u52a0\u5267\u4e86\u7f8e\u4e2d\u7d27\u5f20\u5173\u7cfb\u3002\u56e0\u6b64\uff0c\u91d1\u4ef7\u53ef\u80fd\u4f1a\u7ee7\u7eed\u6ce2\u52a8\uff0c\u5176\u8d70\u52bf\u53d6\u51b3\u4e8e\u901a\u80c0\u3001\u5229\u7387\u548c\u5730\u7f18\u653f\u6cbb\u7684\u53d1\u5c55\u3002\u9ec4\u91d1\u4ecd\u88ab\u89c6\u4e3a\u53ef\u9760\u7684\u907f\u9669\u8d44\u4ea7\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9ec4\u91d1\u4ef7\u683c\u53ca\u7f8e\u5143\u6307\u6570\u8d70\u52bf<\/strong>\n<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"1276\" height=\"774\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-310.png\" class=\"wp-image-31402\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-310.png 1276w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-310-300x182.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-310-1024x621.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-310-768x466.png 768w\" sizes=\"(max-width: 1276px) 100vw, 1276px\" \/><\/strong>\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>23\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u6536\u76ca\u56de\u987e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u4e0b\u964d1.0%\u81f328.3\u4ebf\u7f8e\u5143\uff0c\u4f4e\u4e8e\u9884\u671f1\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.19\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.01\u7f8e\u5143\u3002\u7b2c\u4e8c\u5b63\u5ea6\u9ec4\u91d1\u4ea7\u91cf\u589e\u957f\u4e866%\uff0c\u7565\u9ad8\u4e8e100\u4e07\u76ce\u53f8\uff0c\u800c\u94dc\u4ea7\u91cf\u589e\u957f\u4e8622%\uff0c\u8fbe\u52301.07\u4ebf\u78c5\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\/word-image-311.png\" class=\"wp-image-31403\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-311.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-311-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong>\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5df4\u91cc\u514b\u9ec4\u91d1\u53ca\u91d1\u4ef7<\/strong>\n<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\n  <img loading=\"lazy\" decoding=\"async\" width=\"1162\" height=\"657\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-312.png\" class=\"wp-image-31404\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-312.png 1162w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-312-300x170.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-312-1024x579.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-312-768x434.png 768w\" sizes=\"(max-width: 1162px) 100vw, 1162px\" \/>\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"756\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-313.png\" alt=\"\" class=\"wp-image-31405\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-313.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-313-300x184.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-313-1024x629.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-313-768x472.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-31339-_k6bubwvkl8o3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-314.png\" class=\"wp-image-31406\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-314.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-314-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-314-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31339-_4sebdzi4p08f\"><\/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>\u91cd\u7533\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-315.png\" class=\"wp-image-31407\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-315.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-315-300x64.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-316.png\" alt=\"\" class=\"wp-image-31408\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-316.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-316-300x180.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-316-1024x615.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-316-768x461.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<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-31339-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-317.png\" class=\"wp-image-31409\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-317.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-317-300x64.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-318.png\" alt=\"\" class=\"wp-image-31410\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-318.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-318-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Add OCBC (OCBC SP) at S$12.7, Seatrium (STM SP) at S$0.134, Alibaba Group (9988 HK) at HK$92 and Barrick Gold (GOLD US) at US$16.75. Stop loss on Sands China Ltd (1928 HK) at HK$27.5.\n  <img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"443\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-319.png\" class=\"wp-image-31411\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-319.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-319-300x141.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-319-768x361.png 768w\" sizes=\"(max-width: 943px) 100vw, 943px\" \/>\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<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 Treasury yields hit highest level this year after strong retail sales data 2. US retail sales top forecasts, showcasing consumer resilience 3. US: Stocks end lower on banking concerns, weak China data 4. US business inventories unchanged in June 5. US [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":15559,"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-31339","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\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d14%\uff0c\u81f37,440\u4e07\u65b0\u5143\u3002\u6bdb\u6599\u5229\u6da6\u7387\u4ece51.7%\u964d\u81f346.3%\u3002\u7a0e\u540e\u53ca\u9664\u5c11\u6570\u80a1\u6743\u5229\u6da6\u540c\u6bd4\u589e\u957f42%\uff0c\u81f31,160\u4e07\u65b0\u5143\u3002\u51c0\u5229\u6da6\u7387\u4ece23.2%\u964d\u81f315.4%\u3002\u69df\u57ce\u7684\u65b0\u5de5\u5382\u9884\u8ba1\u5c06\u4e3a2024\u8d22\u5e74\u8d21\u732e\u81f3\u5c113,000\u4e07\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u5ba3\u5e03\u4e2d\u671f\u80a1\u606f\u4e3a1.2\u65b0\u5206\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u6d77\u5ead (STM SP)\uff1a\u77f3\u6cb9\u590d\u82cf \u91cd\u65b0\u4e70\u5165\u4ef7\uff1a0.141\uff0c\u76ee\u6807\u4ef7\uff1a0.151\uff0c\u6b62\u635f\u4ef7\uff1a0.136 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\u9884\u8ba1\u4e0a\u6e38\u6cb9\u6c14\u8d44\u672c\u652f\u51fa\u5c06\u6e29\u548c\u589e\u957f\u3002\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 \u5168\u7403\u4e0a\u6e38\u6cb9\u6c14\u8d44\u672c\u652f\u51fa (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: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) 23\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u6536\u76ca\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d1.0%\u81f328.3\u4ebf\u7f8e\u5143\uff0c\u4f4e\u4e8e\u9884\u671f1\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.19\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.01\u7f8e\u5143\u3002\u7b2c\u4e8c\u5b63\u5ea6\u9ec4\u91d1\u4ea7\u91cf\u589e\u957f\u4e866%\uff0c\u7565\u9ad8\u4e8e100\u4e07\u76ce\u53f8\uff0c\u800c\u94dc\u4ea7\u91cf\u589e\u957f\u4e8622%\uff0c\u8fbe\u52301.07\u4ebf\u78c5\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back\" \/>\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-16-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\u670816\u65e5: UMS \u63a7\u80a1 (UMSH SP), \u65b0\u79c0\u4e3d (1920 HK), \u5df4\u91cc\u514b\u9ec3\u91d1 (GOLD 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 (Source: Bloomberg) 23\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d14%\uff0c\u81f37,440\u4e07\u65b0\u5143\u3002\u6bdb\u6599\u5229\u6da6\u7387\u4ece51.7%\u964d\u81f346.3%\u3002\u7a0e\u540e\u53ca\u9664\u5c11\u6570\u80a1\u6743\u5229\u6da6\u540c\u6bd4\u589e\u957f42%\uff0c\u81f31,160\u4e07\u65b0\u5143\u3002\u51c0\u5229\u6da6\u7387\u4ece23.2%\u964d\u81f315.4%\u3002\u69df\u57ce\u7684\u65b0\u5de5\u5382\u9884\u8ba1\u5c06\u4e3a2024\u8d22\u5e74\u8d21\u732e\u81f3\u5c113,000\u4e07\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u5ba3\u5e03\u4e2d\u671f\u80a1\u606f\u4e3a1.2\u65b0\u5206\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u6d77\u5ead (STM SP)\uff1a\u77f3\u6cb9\u590d\u82cf \u91cd\u65b0\u4e70\u5165\u4ef7\uff1a0.141\uff0c\u76ee\u6807\u4ef7\uff1a0.151\uff0c\u6b62\u635f\u4ef7\uff1a0.136 \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 \u8ba2\u5355\u4f9d\u7136\u5f3a\u52b2\u3002\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 \u80a1\u7968\u56de\u8d2d\u3002\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 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\u9884\u8ba1\u4e0a\u6e38\u6cb9\u6c14\u8d44\u672c\u652f\u51fa\u5c06\u6e29\u548c\u589e\u957f\u3002\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 \u9884\u8ba1\u4e0a\u6e38\u6cb9\u6c14\u8d44\u672c\u652f\u51fa\u5c06\u6e29\u548c\u589e\u957f\u3002\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 \u5168\u7403\u4e0a\u6e38\u6cb9\u6c14\u8d44\u672c\u652f\u51fa (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: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) 23\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u6536\u76ca\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d1.0%\u81f328.3\u4ebf\u7f8e\u5143\uff0c\u4f4e\u4e8e\u9884\u671f1\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.19\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.01\u7f8e\u5143\u3002\u7b2c\u4e8c\u5b63\u5ea6\u9ec4\u91d1\u4ea7\u91cf\u589e\u957f\u4e866%\uff0c\u7565\u9ad8\u4e8e100\u4e07\u76ce\u53f8\uff0c\u800c\u94dc\u4ea7\u91cf\u589e\u957f\u4e8622%\uff0c\u8fbe\u52301.07\u4ebf\u78c5\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-16-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=\"2023-08-15T23:30:00+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2023-08-16T02:24:25+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2023\u5e7408\u670816\u65e5: UMS \u63a7\u80a1 (UMSH SP), \u65b0\u79c0\u4e3d (1920 HK), \u5df4\u91cc\u514b\u9ec3\u91d1 (GOLD 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 (Source: Bloomberg) 23\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d14%\uff0c\u81f37,440\u4e07\u65b0\u5143\u3002\u6bdb\u6599\u5229\u6da6\u7387\u4ece51.7%\u964d\u81f346.3%\u3002\u7a0e\u540e\u53ca\u9664\u5c11\u6570\u80a1\u6743\u5229\u6da6\u540c\u6bd4\u589e\u957f42%\uff0c\u81f31,160\u4e07\u65b0\u5143\u3002\u51c0\u5229\u6da6\u7387\u4ece23.2%\u964d\u81f315.4%\u3002\u69df\u57ce\u7684\u65b0\u5de5\u5382\u9884\u8ba1\u5c06\u4e3a2024\u8d22\u5e74\u8d21\u732e\u81f3\u5c113,000\u4e07\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u5ba3\u5e03\u4e2d\u671f\u80a1\u606f\u4e3a1.2\u65b0\u5206\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u6d77\u5ead (STM SP)\uff1a\u77f3\u6cb9\u590d\u82cf \u91cd\u65b0\u4e70\u5165\u4ef7\uff1a0.141\uff0c\u76ee\u6807\u4ef7\uff1a0.151\uff0c\u6b62\u635f\u4ef7\uff1a0.136 \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 \u8ba2\u5355\u4f9d\u7136\u5f3a\u52b2\u3002\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 \u80a1\u7968\u56de\u8d2d\u3002\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 \u79bb\u5cb8\u5e02\u573a\u6709\u671b\u8d70\u5f3a\u3002\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 \u9884\u8ba1\u4e0a\u6e38\u6cb9\u6c14\u8d44\u672c\u652f\u51fa\u5c06\u6e29\u548c\u589e\u957f\u3002\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 \u9884\u8ba1\u4e0a\u6e38\u6cb9\u6c14\u8d44\u672c\u652f\u51fa\u5c06\u6e29\u548c\u589e\u957f\u3002\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 \u5168\u7403\u4e0a\u6e38\u6cb9\u6c14\u8d44\u672c\u652f\u51fa (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: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) 23\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u6536\u76ca\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d1.0%\u81f328.3\u4ebf\u7f8e\u5143\uff0c\u4f4e\u4e8e\u9884\u671f1\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.19\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.01\u7f8e\u5143\u3002\u7b2c\u4e8c\u5b63\u5ea6\u9ec4\u91d1\u4ea7\u91cf\u589e\u957f\u4e866%\uff0c\u7565\u9ad8\u4e8e100\u4e07\u76ce\u53f8\uff0c\u800c\u94dc\u4ea7\u91cf\u589e\u957f\u4e8622%\uff0c\u8fbe\u52301.07\u4ebf\u78c5\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back\" \/>\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\" 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23\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u6536\u76ca\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d1.0%\u81f328.3\u4ebf\u7f8e\u5143\uff0c\u4f4e\u4e8e\u9884\u671f1\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.19\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.01\u7f8e\u5143\u3002\u7b2c\u4e8c\u5b63\u5ea6\u9ec4\u91d1\u4ea7\u91cf\u589e\u957f\u4e866%\uff0c\u7565\u9ad8\u4e8e100\u4e07\u76ce\u53f8\uff0c\u800c\u94dc\u4ea7\u91cf\u589e\u957f\u4e8622%\uff0c\u8fbe\u52301.07\u4ebf\u78c5\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ 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23\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d14%\uff0c\u81f37,440\u4e07\u65b0\u5143\u3002\u6bdb\u6599\u5229\u6da6\u7387\u4ece51.7%\u964d\u81f346.3%\u3002\u7a0e\u540e\u53ca\u9664\u5c11\u6570\u80a1\u6743\u5229\u6da6\u540c\u6bd4\u589e\u957f42%\uff0c\u81f31,160\u4e07\u65b0\u5143\u3002\u51c0\u5229\u6da6\u7387\u4ece23.2%\u964d\u81f315.4%\u3002\u69df\u57ce\u7684\u65b0\u5de5\u5382\u9884\u8ba1\u5c06\u4e3a2024\u8d22\u5e74\u8d21\u732e\u81f3\u5c113,000\u4e07\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u5ba3\u5e03\u4e2d\u671f\u80a1\u606f\u4e3a1.2\u65b0\u5206\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u6d77\u5ead (STM SP)\uff1a\u77f3\u6cb9\u590d\u82cf \u91cd\u65b0\u4e70\u5165\u4ef7\uff1a0.141\uff0c\u76ee\u6807\u4ef7\uff1a0.151\uff0c\u6b62\u635f\u4ef7\uff1a0.136 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\u5168\u7403\u4e0a\u6e38\u6cb9\u6c14\u8d44\u672c\u652f\u51fa (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: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) 23\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u6536\u76ca\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d1.0%\u81f328.3\u4ebf\u7f8e\u5143\uff0c\u4f4e\u4e8e\u9884\u671f1\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.19\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.01\u7f8e\u5143\u3002\u7b2c\u4e8c\u5b63\u5ea6\u9ec4\u91d1\u4ea7\u91cf\u589e\u957f\u4e866%\uff0c\u7565\u9ad8\u4e8e100\u4e07\u76ce\u53f8\uff0c\u800c\u94dc\u4ea7\u91cf\u589e\u957f\u4e8622%\uff0c\u8fbe\u52301.07\u4ebf\u78c5\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back","og:url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-16-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":"2023-08-15T23:30:00+00:00","article:modified_time":"2023-08-16T02:24:25+00:00","twitter:card":"summary","twitter:title":"2023\u5e7408\u670816\u65e5: UMS \u63a7\u80a1 (UMSH SP), \u65b0\u79c0\u4e3d (1920 HK), \u5df4\u91cc\u514b\u9ec3\u91d1 (GOLD 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 (Source: Bloomberg) 23\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d14%\uff0c\u81f37,440\u4e07\u65b0\u5143\u3002\u6bdb\u6599\u5229\u6da6\u7387\u4ece51.7%\u964d\u81f346.3%\u3002\u7a0e\u540e\u53ca\u9664\u5c11\u6570\u80a1\u6743\u5229\u6da6\u540c\u6bd4\u589e\u957f42%\uff0c\u81f31,160\u4e07\u65b0\u5143\u3002\u51c0\u5229\u6da6\u7387\u4ece23.2%\u964d\u81f315.4%\u3002\u69df\u57ce\u7684\u65b0\u5de5\u5382\u9884\u8ba1\u5c06\u4e3a2024\u8d22\u5e74\u8d21\u732e\u81f3\u5c113,000\u4e07\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u5ba3\u5e03\u4e2d\u671f\u80a1\u606f\u4e3a1.2\u65b0\u5206\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u6d77\u5ead (STM SP)\uff1a\u77f3\u6cb9\u590d\u82cf \u91cd\u65b0\u4e70\u5165\u4ef7\uff1a0.141\uff0c\u76ee\u6807\u4ef7\uff1a0.151\uff0c\u6b62\u635f\u4ef7\uff1a0.136 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Tan","author_link":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/"},"uagb_comment_info":0,"uagb_excerpt":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd News Feed 1. 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