{"id":31455,"date":"2023-08-18T07:03:00","date_gmt":"2023-08-17T23:03:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=31455"},"modified":"2023-08-20T21:04:56","modified_gmt":"2023-08-20T13:04:56","slug":"kgi-daily-trading-ideas-21-aug-2023-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-21-aug-2023-zh\/","title":{"rendered":"2023\u5e7408\u670821\u65e5: \u626c\u5b50\u6c5f\u8239\u4e1a (YZJSGD SP), \u798f\u8000\u73bb\u7483 (3606 HK), \u4f18\u6b65\u79d1\u6280 (UBER 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-31455-_fginbsn8cd1z\"><\/a><a id=\"post-31455-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1171\" height=\"665\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-407.png\" alt=\"\" class=\"wp-image-31572\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-407.png 1171w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-407-300x170.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-407-1024x582.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-407-768x436.png 768w\" sizes=\"(max-width: 1171px) 100vw, 1171px\" \/><\/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.reuters.com\/markets\/us\/wall-st-week-ahead-less-cash-fewer-bears-could-leave-us-stocks-vulnerable-2023-08-19\/\">Wall St Week Ahead Less cash, fewer bears could leave U.S. stocks vulnerable<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/us-slaps-tariffs-some-big-solar-companies-dodging-china-duties\">US slaps tariffs on some big solar companies for dodging China duties<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/us-tightens-export-controls-nuclear-power-items-china\">US tightens export controls of nuclear power items to China<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/biden-says-still-expects-meet-xi-later-year\">Biden says still expects to meet Xi later this year<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.cnbc.com\/2023\/08\/18\/bitcoin-heads-for-its-worst-week-since-may-after-sliding-to-26000.html\">Bitcoin breaks below $26,000, posts worst week since May<\/a>\n<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-408.png\" alt=\"\" class=\"wp-image-31573\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-408.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-408-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31455-_qqv3rtx8nazp\"><\/a><a id=\"post-31455-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1645\" height=\"933\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-409.png\" alt=\"\" class=\"wp-image-31574\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-409.png 1645w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-409-300x170.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-409-1024x581.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-409-768x436.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-409-1536x871.png 1536w\" sizes=\"(max-width: 1645px) 100vw, 1645px\" \/><\/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\/china-unveils-measures-revive-stock-market\">China unveils measures to revive stock market<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.chinadaily.com.cn\/a\/202308\/18\/WS64dea7f8a31035260b81cc9d.html\">China urges US to lift steel, aluminum tariffs<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.reuters.com\/business\/autos-transportation\/chinas-ev-makers-face-cost-consumer-challenges-conquer-europe-2023-08-18\/\">China\u2019s EV makers face cost and consumer challenges to conquer Europe<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.cnbc.com\/2023\/08\/18\/china-property-developer-evergrande-files-for-bankruptcy-protection-in-us.html\">China\u2019s property giant Evergrande files for bankruptcy protection in Manhattan court<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.channelnewsasia.com\/business\/china-commercial-banks-post-slower-profit-growth-h1-regulator-3707896\">China commercial banks post slower profit growth in H1 \u2013 regulator<\/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-410.png\" alt=\"\" class=\"wp-image-31575\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-410.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-410-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-31455-_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-411.png\" class=\"wp-image-31576\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-411.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-411-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31455-_lpayujrukw72\"><\/a><strong>\u626c\u5b50\u6c5f\u8239\u4e1a (YZJSGD SP)\uff1a\u53cc\u4e30\u6536\u2014\u2014\u521b\u7eaa\u5f55\u7684\u8ba2\u5355\u548c\u75b2\u8f6f\u7684\u4eba\u6c11\u5e01<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.68\uff0c\u76ee\u6807\u4ef7\uff1a1.80\uff0c\u6b62\u635f\u4ef7\uff1a1.62<\/strong>\n  <\/li><li>\n    \u626c\u5b50\u6c5f\u8239\u4e1a\u63a7\u80a1\u6709\u9650\u516c\u53f8\u751f\u4ea7\u5404\u7c7b\u8239\u8236\u3002\u8be5\u516c\u53f8\u751f\u4ea7\u5404\u79cd\u5404\u6837\u7684\u5546\u8239\u3001\u5c0f\u578b\u6563\u8d27\u8239\u3001\u591a\u7528\u9014\u8d27\u8239\u3001\u96c6\u88c5\u7bb1\u8239\u3001\u5316\u5b66\u54c1\u6cb9\u8f6e\u3001\u6d77\u4e0a\u8865\u7ed9\u8239\u3001\u6551\u63f4\u548c\u6253\u635e\u8239\u4ee5\u53ca\u8d77\u91cd\u8239\u3002\n  <\/li><li><strong>\u5bf9\u51b2\u4eba\u6c11\u5e01\u8d2c\u503c\u3002<\/strong>\u4e2d\u56fd\u6700\u8fd1\u516c\u5e03\u7684\u5b8f\u89c2\u7ecf\u6d4e\u6570\u636e\u663e\u793a\uff0c\u7ecf\u6d4e\u524d\u666f\u9eef\u6de1\uff0c\u75b2\u8f6f\u7684\u56fd\u5185\u7ecf\u6d4e\u3001\u51fa\u53e3\u548c\u623f\u5730\u4ea7\u5371\u673a\u7ee7\u7eed\u524a\u5f31\u4fe1\u5fc3\u3002\u7f8e\u5143\u5151\u4eba\u6c11\u5e01\u6c47\u7387\u6700\u8fd1\u8dcc\u78347.3\uff0c\u4e3a2022\u5e7411\u6708\u4ee5\u6765\u7684\u4f4e\u70b9\u3002\u5f53\u5c40\u51fa\u53f0\u4e86\u591a\u9879\u523a\u6fc0\u63aa\u65bd\uff0c\u4f46\u90fd\u662f\u65e0\u6548\u7684\u3002\u7f8e\u8054\u50a8\u5728\u5bf9\u6297\u901a\u80c0\u65b9\u9762\u4ecd\u6301\u5f3a\u786c\u6001\u5ea6\uff0c\u56e0\u6b64\uff0c\u7f8e\u56fd\u5c06\u57282023\u5e74\u5269\u4f59\u65f6\u95f4\u91cc\u4fdd\u6301\u9ad8\u5229\u7387\u3002\u5982\u679c\u4e2d\u56fd\u7ecf\u6d4e\u572823\u5e74\u7b2c\u4e09\u5b63\u5ea6\u8fdb\u4e00\u6b65\u653e\u7f13\uff0c\u4eba\u6c11\u5e01\u6709\u4e0b\u884c\u7a7a\u95f4\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u80a1\u4ef7\u4e0e\u4eba\u6c11\u5e01\u5151\u7f8e\u5143\u4ef7\u683c\u8d70\u52bf\u6bd4\u8f83<\/strong>\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1276\" height=\"786\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-412.png\" alt=\"\" class=\"wp-image-31577\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-412.png 1276w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-412-300x185.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-412-1024x631.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-412-768x473.png 768w\" sizes=\"(max-width: 1276px) 100vw, 1276px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u9020\u8239\u4e1a\u7684\u8868\u73b0\u8d85\u8fc7\u4e86\u5176\u4ed6\u884c\u4e1a\u3002<\/strong>\u6839\u636e\u4e2d\u56fd\u8239\u8236\u5de5\u4e1a\u534f\u4f1a\u7684\u6570\u636e\uff0c\u622a\u81f36\u6708\u4efd\uff0c\u4e2d\u56fd\u9020\u8239\u5382\u83b7\u5f97\u7684\u65b0\u5408\u540c\u540c\u6bd4\u6fc0\u589e67.7%\uff0c\u8ba2\u5355\u91cf\u4e3a12377\u4e07\u8f7d\u91cd\u5428\u3002\u96c6\u88c5\u7bb1\u8239\u548c\u6db2\u5316\u5929\u7136\u6c14\u8fd0\u8f93\u8239\u4e3b\u5bfc\u4e86\u65b0\u8ba2\u5355\u3002\u65b0\u63a5\u8ba2\u5355\u548c\u624b\u5934\u8ba2\u5355\u8f7d\u91cd\u5428\u4f4d\u5360\u5168\u7403\u5e02\u573a\u4efd\u989d\u768449.6%\u300172.6%\u548c53.2%;\u603b\u5428\u4f4d\u5206\u522b\u5360\u4e16\u754c\u603b\u91cf\u768447.3%\u300167.2%\u548c46.8%\uff0c\u5747\u5c45\u5168\u7403\u5e02\u573a\u9996\u4f4d\u3002\n  <\/li><li><strong>\u4eca\u5e74\u81f3\u4eca\u7684\u8ba2\u5355\u91cf\u8d85\u8fc7\u5168\u5e74\u76ee\u6807\u3002<\/strong>\u622a\u81f36\u6708\uff0c\u8be5\u516c\u53f8\u5df2\u83b7\u5f9772\u8258\u8239\u7684\u8ba2\u5355\uff0c\u603b\u4ef7\u503c\u4e3a57.6\u4ebf\u7f8e\u5143\uff0c\u8d85\u8fc7\u4e862023\u5e7430\u4ebf\u7f8e\u5143\u7684\u76ee\u6807\u3002\u8fd9\u4f7f\u5f97\u626c\u5b50\u6c5f\u8239\u5382181\u8258\u8239\u8236\u7684\u672a\u5b8c\u6210\u8ba2\u5355\u4ef7\u503c\u8fbe\u5230147\u4ebf\u7f8e\u5143\uff0c\u521b\u5386\u53f2\u65b0\u9ad8\u3002\u5728\u6240\u6709\u8ba2\u8d2d\u7684\u8239\u8236\u4e2d\uff0c\u96c6\u88c5\u7bb1\u823991\u8258\uff0c\u6cb9\u8f6e29\u8258\uff0c\u6563\u8d27\u823953\u8258\uff0cLNG\/LPG\/LEG 8\u8258\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>2023\u5e74\u4e0a\u534a\u5e74\u8425\u6536\u540c\u6bd4\u589e\u957f16%\u81f3113\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u6bdb\u5229\u6da6\u540c\u6bd4\u589e\u957f48%\u81f3\u4eba\u6c11\u5e0121\u4ebf\u5143\u3002GPM\u4e0a\u53474\u4e2a\u767e\u5206\u70b9\u81f319%\u3002PATMI\u540c\u6bd4\u589e\u957f26%\u81f3\u4eba\u6c11\u5e0117\u4ebf\u5143\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-413.png\" alt=\"\" class=\"wp-image-31578\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-413.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-413-300x64.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=\"768\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-414.png\" alt=\"\" class=\"wp-image-31579\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-414.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-414-300x188.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-414-1024x641.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-414-768x481.png 768w\" sizes=\"(max-width: 1226px) 100vw, 1226px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-415.png\" alt=\"\" class=\"wp-image-31581\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-415.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-415-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31455-_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>\u91cd\u7533\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-416.png\" class=\"wp-image-31582\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-416.png 1253w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-416-300x174.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-416-1024x592.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-416-768x444.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-417.png\" alt=\"\" class=\"wp-image-31583\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-417.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-417-300x64.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-418.png\" class=\"wp-image-31584\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-418.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-418-300x184.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-418-1024x629.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-418-768x472.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/>\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31455-_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-419.png\" class=\"wp-image-31585\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-419.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-419-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-31455-_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-420.png\" class=\"wp-image-31586\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-420.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-420-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31455-_2jbsg19prh31\"><\/a><strong>\u798f\u8000\u73bb\u7483 (3606 HK)\uff1a\u6709\u5229\u7684\u884c\u4e1a\u73af\u5883<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a35.5\uff0c\u76ee\u6807\u4ef7\uff1a38.3\uff0c\u6b62\u635f\u4ef7\uff1a33.8<\/strong>\n  <\/li><li>\n    \u798f\u8000\u73bb\u7483\u5de5\u4e1a\u96c6\u56e2\u80a1\u4efd\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u6d6e\u6cd5\u73bb\u7483\u53ca\u6c7d\u8f66\u73bb\u7483\u751f\u4ea7\u548c\u9500\u552e\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u63d0\u4f9b\u6c7d\u8f66\u73bb\u7483\uff0c\u5305\u62ec\u9540\u819c\u73bb\u7483\u7b49\uff0c\u7528\u4e8e\u5ba2\u8f66\u3001\u516c\u5171\u6c7d\u8f66\u4ee5\u53ca\u8f7f\u8f66\uff0c\u4ee5\u53ca\u6d6e\u6cd5\u73bb\u7483\u3002\u8be5\u516c\u53f8\u8fd8\u63d0\u4f9b\u73bb\u7483\u5b89\u88c5\u548c\u552e\u540e\u670d\u52a1\u3002\u8be5\u516c\u53f8\u4e8e\u56fd\u5185\u5e02\u573a\u53ca\u6d77\u5916\u5e02\u573a\u9500\u552e\u5176\u4ea7\u54c1\u3002\n  <\/li><li><strong>\u5f3a\u52b2\u7684\u7535\u52a8\u6c7d\u8f66\u751f\u4ea7\u3002<\/strong>\u968f\u7740\u4e2d\u56fd\u51e0\u5bb6\u7535\u52a8\u6c7d\u8f66\u5236\u9020\u516c\u53f8\u57282023\u5e74\u4e0a\u534a\u5e74\u7684\u9500\u91cf\u521b\u4e0b\u7eaa\u5f55\uff0c\u9884\u8ba12023\u5e74\u5269\u4f59\u65f6\u95f4\u91cc\uff0c\u7535\u52a8\u6c7d\u8f66\u7684\u9700\u6c42\u4ecd\u5c06\u5f3a\u52b2\u3002\u8fd9\u4e9b\u516c\u53f8\u8ba1\u5212\u63d0\u9ad8\u751f\u4ea7\u80fd\u529b\uff0c\u4ee5\u6ee1\u8db3\u5bf9\u7535\u52a8\u6c7d\u8f66\u7684\u66f4\u9ad8\u9700\u6c42\u3002\u8fd9\u5bb6\u4e2d\u56fd\u6700\u5927\u7684\u6c7d\u8f66\u5236\u9020\u5546\u6700\u8fd1\u5ba3\u5e03\uff0c\u5b83\u7684\u65b0\u80fd\u6e90\u6c7d\u8f66\u603b\u4ea7\u91cf\u8fbe\u5230\u4e86500\u4e07\u8f86\uff0c\u800c9\u4e2a\u6708\u524d\uff0c\u5b83\u5ba3\u5e03\u751f\u4ea7300\u4e07\u8f86\u65b0\u80fd\u6e90\u6c7d\u8f66\u3002\u8fd9\u4e9b\u6c7d\u8f66\u516c\u53f8\u5728\u4e2d\u56fd\u7684\u7535\u52a8\u6c7d\u8f66\u751f\u4ea7\u6c34\u5e73\u7684\u63d0\u9ad8\u3002\n  <\/li><li><strong>\u8f83\u4f4e\u7684\u751f\u4ea7\u6210\u672c\u3002<\/strong>\u968f\u77407\u6708\u4efd\u6d88\u8d39\u8005\u4ef7\u683c\u6307\u6570\u51fa\u73b0\u4e24\u5e74\u591a\u6765\u7684\u9996\u6b21\u4e0b\u964d\uff0c\u4e2d\u56fd\u7ecf\u6d4e\u5df2\u9677\u5165\u901a\u7f29\u30027\u6708\u4efd\u5b98\u65b9\u6d88\u8d39\u8005\u4ef7\u683c\u6307\u6570\u540c\u6bd4\u4e0b\u964d0.3%\u3002\u867d\u7136\u8fd9\u7ed9\u4e2d\u56fd\u7ecf\u6d4e\u7684\u8868\u73b0\u5e26\u6765\u4e86\u62c5\u5fe7\uff0c\u4f46\u4e5f\u964d\u4f4e\u4e86\u798f\u8000\u73bb\u7483\u5de5\u4e1a\u7684\u751f\u4ea7\u6210\u672c\uff0c\u56e0\u4e3a\u6295\u5165\u6750\u6599\u7684\u8d2d\u4e70\u6210\u672c\u53d8\u5f97\u66f4\u4f4e\u3002\u5c3d\u7ba1\u7ecf\u6d4e\u4e0d\u666f\u6c14\uff0c\u4f46\u7531\u4e8e\u7535\u52a8\u6c7d\u8f66\u751f\u4ea7\u9884\u8ba1\u4ecd\u5c06\u4fdd\u6301\u5f3a\u52b2\uff0c\u8be5\u516c\u53f8\u4ecd\u5c06\u80fd\u591f\u4ece\u8f83\u4f4e\u7684\u751f\u4ea7\u6210\u672c\u4e2d\u83b7\u76ca\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u3002<\/strong>\u6536\u5165\u589e\u957f\u81f3150\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u540c\u6bd4\u589e\u957f16.5%\uff0c\u800c22\u8d22\u5e74\u4e0a\u534a\u5e74\u4e3a129\u4ebf\u5143\u4eba\u6c11\u5e01\u30022009\u5e74\u7b2c\u4e09\u5b63\u5ea6\u51c0\u5229\u6da6\u4e3a\u4eba\u6c11\u5e0128\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f19.08%\uff0c22\u8d22\u5e74\u4e0a\u5e74\u540c\u671f\u4e3a\u4eba\u6c11\u5e0124\u4ebf\u5143\u3002\u57fa\u672c\u53ca\u644a\u8584\u6bcf\u80a1\u6536\u76ca\u4e0a\u5347\u81f31.09\u5143\u4eba\u6c11\u5e01\uff0c\u540c\u6bd4\u589e\u957f19.8%\uff0c\u800c22\u8d22\u5e74\u4e0a\u534a\u5e74\u4e3a0.91\u5143\u4eba\u6c11\u5e01\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-421.png\" class=\"wp-image-31587\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-421.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-421-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"756\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-422.png\" alt=\"\" class=\"wp-image-31588\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-422.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-422-300x184.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-422-1024x629.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-422-768x472.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-31455-_p9g83rvf8ji\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-423.png\" class=\"wp-image-31589\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-423.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-423-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31455-_vf1hlkaekkg8\"><\/a><a id=\"post-31455-_i1tg6dfzkvgj\"><\/a><strong>\u4e2d\u4fe1\u5efa\u6295\u8bc1\u5238 (6066 HK)\uff1a\u9884\u8ba1\u4f1a\u6709\u66f4\u591a\u652f\u6301<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a8.6\uff0c\u76ee\u6807\u4ef7\uff1a9.4\uff0c\u6b62\u635f\u4ef7\uff1a8.2<\/strong>\n  <\/li><li>\n    \u4e2d\u4fe1\u5efa\u6295\u8bc1\u5238\u80a1\u4efd\u6709\u9650\u516c\u53f8\u4e3b\u8981\u4ece\u4e8b\u8bc1\u5238\u7ecf\u7eaa\uff0c\u8bc1\u5238\u6295\u8d44\u54a8\u8be2\uff0c\u4e0e\u8bc1\u5238\u4ea4\u6613\u3001\u8bc1\u5238\u6295\u8d44\u6d3b\u52a8\u6709\u5173\u7684\u8d22\u52a1\u987e\u95ee\uff0c\u8bc1\u5238\u627f\u9500\u4e0e\u4fdd\u8350\uff0c\u8bc1\u5238\u81ea\u8425\uff0c\u8bc1\u5238\u8d44\u4ea7\u7ba1\u7406\uff0c\u8bc1\u5238\u6295\u8d44\u57fa\u91d1\u4ee3\u9500\uff0c\u4e3a\u671f\u8d27\u516c\u53f8\u63d0\u4f9b\u4e2d\u95f4\u4ecb\u7ecd\u670d\u52a1\uff0c\u878d\u8d44\u878d\u5238\uff0c\u4ee3\u9500\u91d1\u878d\u4ea7\u54c1\uff0c\u4fdd\u9669\u517c\u4e1a\u4ee3\u7406\uff0c\u80a1\u7968\u671f\u6743\u505a\u5e02\uff0c\u8bc1\u5238\u6295\u8d44\u57fa\u91d1\u6258\u7ba1\u548c\u8d35\u91d1\u5c5e\u5236\u54c1\u9500\u552e\u7b49\u4e1a\u52a1\u3002\n  <\/li><li><strong>\u5370\u82b1\u7a0e\u4e0b\u8c03\u9884\u671f\u3002<\/strong>\u4e2d\u56fd\u76ee\u524d\u6b63\u5728\u8003\u8651\u964d\u4f4e\u80a1\u7968\u4ea4\u6613\u5370\u82b1\u7a0e\uff0c\u4ee5\u652f\u6491\u80a1\u5e02\u3002\u8fd9\u65e8\u5728\u9f13\u52b1\u4ea4\u6613\u6d3b\u52a8\u548c\u4ea4\u6613\u91cf\uff0c\u5e76\u4e3a\u5e02\u573a\u7684\u6574\u4f53\u8868\u73b0\u63d0\u4f9b\u63a8\u52a8\u529b\u3002\u5bf9\u6295\u8d44\u8005\u548c\u5e02\u573a\u53c2\u4e0e\u8005\u6765\u8bf4\uff0c\u53ef\u80fd\u964d\u4f4e\u80a1\u7968\u4ea4\u6613\u5370\u82b1\u7a0e\u662f\u4e00\u9879\u91cd\u5927\u8fdb\u5c55\uff0c\u56e0\u4e3a\u9884\u8ba1\u8fd9\u5c06\u964d\u4f4e\u4ea4\u6613\u6210\u672c\uff0c\u8fdb\u800c\u589e\u52a0\u4ea4\u6613\u80a1\u7968\u5bf9\u6240\u6709\u6295\u8d44\u8005\u7684\u5438\u5f15\u529b\u3002\u6b64\u4e3e\u7b26\u5408\u4e2d\u56fd\u6df1\u5316\u8d44\u672c\u5e02\u573a\u3001\u5438\u5f15\u66f4\u591a\u56fd\u5185\u5916\u6295\u8d44\u7684\u6301\u7eed\u52aa\u529b\u3002\n  <\/li><li><strong>\u8d37\u6b3e\u4f18\u60e0\u5229\u7387\u4e0b\u8c03\u3002<\/strong>\u4e0a\u5468\u4e8c\uff0c\u4e2d\u56fd\u592e\u884c\u51fa\u4eba\u610f\u6599\u5730\u4e0b\u8c03\u4e86\u57fa\u51c6\u5229\u7387\u3002\u8fd9\u662f\u65e5\u672c\u592e\u884c\u4e09\u4e2a\u6708\u6765\u7b2c\u4e8c\u6b21\u964d\u606f\uff0c\u8868\u660e\u653f\u5e9c\u6b63\u5728\u91c7\u53d6\u63aa\u65bd\u63d0\u632f\u7ecf\u6d4e\u3002\u4e2d\u56fd\u4eba\u6c11\u94f6\u884c(PBOC)\u5c06\u4e00\u5e74\u671f\u4e2d\u671f\u8d37\u6b3e\u4fbf\u5229(mlf)\u5229\u7387\u4e0b\u8c0315\u4e2a\u57fa\u70b9\uff0c\u4ece2.65%\u4e0b\u8c03\u81f32.5%\u3002\u4e2d\u56fd\u592e\u884c\u8fd8\u901a\u8fc7\u8fd9\u4e9b\u5de5\u5177\u5411\u91d1\u878d\u4f53\u7cfb\u6ce8\u5165\u4e86\u4eba\u6c11\u5e014,000\u4ebf\u5143(\u5408550\u4ebf\u7f8e\u5143)\u3002\u5e02\u573a\u9884\u8ba1\uff0c8\u6708\u4efd\u8d37\u6b3e\u4f18\u60e0\u5229\u7387(LPR)\u5c06\u4e0b\u8c0315\u4e2a\u57fa\u70b9\uff0c\u964d\u81f33.4%\uff0c\u65e8\u5728\u63d0\u9ad8\u4f01\u4e1a\u548c\u94f6\u884c\u7684\u76c8\u5229\u80fd\u529b\uff0c\u5e76\u9f13\u52b1\u5b83\u4eec\u589e\u52a0\u8d37\u6b3e\u3002\u8fd9\u5c06\u6709\u52a9\u4e8e\u4fc3\u8fdb\u7ecf\u6d4e\u6d3b\u52a8\u548c\u589e\u957f\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u3002<\/strong>\u6536\u5165\u589e\u81f3\u4eba\u6c11\u5e0167\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f5.81%\u30022013\u5e74\u7b2c\u4e00\u5b63\u5ea6\u51c0\u5229\u6da6\u589e\u81f3\u4eba\u6c11\u5e0124\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f57.8%\u3002\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u548c\u7a00\u91ca\u6bcf\u80a1\u6536\u76ca\u5206\u522b\u4e3a0.28\u5143\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-424.png\" class=\"wp-image-31590\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-424.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-424-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1226\" height=\"768\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-425.png\" alt=\"\" class=\"wp-image-31591\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-425.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-425-300x188.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-425-1024x641.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-425-768x481.png 768w\" sizes=\"(max-width: 1226px) 100vw, 1226px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31455-_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-426.png\" class=\"wp-image-31592\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-426.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-426-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-31455-_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-427.png\" class=\"wp-image-31593\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-427.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-427-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-427-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31455-_iv0gwt25x8l2\"><\/a><strong>\u4f18\u6b65\u79d1\u6280 (UBER US)\uff1a\u8fd0\u8425\u6539\u5584<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\u4ef7\uff1a44\uff0c\u76ee\u6807\u4ef7\uff1a48\uff0c\u6b62\u635f\u4ef7\uff1a42<\/strong>\n  <\/li><li>\n    \u4f18\u6b65\u79d1\u6280\u5728\u7f8e\u56fd\u3001\u52a0\u62ff\u5927\u3001\u62c9\u4e01\u7f8e\u6d32\u3001\u6b27\u6d32\u3001\u4e2d\u4e1c\u3001\u975e\u6d32\u548c\u4e9a\u6d32(\u4e0d\u5305\u62ec\u4e2d\u56fd\u548c\u4e1c\u5357\u4e9a)\u5f00\u53d1\u548c\u8fd0\u8425\u4e13\u6709\u6280\u672f\u5e94\u7528\u3002\u5b83\u901a\u8fc7\u4e09\u4e2a\u90e8\u5206\u8fd0\u4f5c:\u79fb\u52a8\uff0c\u4ea4\u4ed8\u548c\u8d27\u8fd0\u3002\n  <\/li><li><strong>\u7ec8\u4e8e\u76c8\u5229\u3002\u5728<\/strong>\u6fc0\u8fdb\u7684\u589e\u957f\u6218\u7565\u5bfc\u81f4\u4f18\u6b65\u591a\u5e74\u4e8f\u635f\u4e4b\u540e\uff0c\u4f18\u6b65\u572823\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u9996\u6b21\u5b9e\u73b0\u4e86\u8425\u4e1a\u5229\u6da6\u3002\u5c3d\u7ba1\u81ea2014\u5e74\u4ee5\u6765\u7d2f\u79ef\u4e86315\u4ebf\u7f8e\u5143\u7684\u8fd0\u8425\u4e8f\u635f\uff0c\u4f46\u8fd9\u4e00\u8f6c\u673a\u662f\u7531\u4e8e\u6210\u672c\u7ba1\u7406\u5f97\u5230\u6539\u5584\uff0c\u4ee5\u53ca\u75ab\u60c5\u540e\u5bf9\u53eb\u8f66\u548c\u9001\u9910\u670d\u52a1\u7684\u9700\u6c42\u589e\u52a0\u3002\u8fd9\u4f4d\u9996\u5e2d\u6267\u884c\u5b98\u5c06\u8fd9\u4e00\u6210\u529f\u5f52\u529f\u4e8e\u4e25\u683c\u7684\u6267\u884c\u3001\u521b\u7eaa\u5f55\u7684\u53d7\u4f17\u53c2\u4e0e\u5ea6\u548c\u5f3a\u52b2\u7684\u589e\u957f\u3002\u4f18\u6b65\u7684\u8d22\u52a1\u597d\u8f6c\u5f97\u76ca\u4e8e\u5176\u5411\u98df\u54c1\u914d\u9001\u3001\u4ef7\u683c\u8c03\u6574\u548c\u6210\u672c\u524a\u51cf\u63aa\u65bd\u7684\u6269\u5f20\u3002\u5c3d\u7ba1\u6765\u81eaLyft\u548cDoorDash\u7b49\u7ade\u4e89\u5bf9\u624b\u7684\u7ade\u4e89\u5f71\u54cd\u4e86\u589e\u957f\uff0c\u4f46\u8be5\u516c\u53f8\u53d1\u5e03\u4e86\u66f4\u5f3a\u52b2\u768423\u5e74\u7b2c\u4e09\u5b63\u5ea6\u9884\u6d4b\uff0c\u9884\u8ba1\u6536\u76ca\u548c\u9884\u8ba2\u91cf\u5c06\u9ad8\u4e8e\u5206\u6790\u5e08\u7684\u9884\u671f\u3002\n  <\/li><li><strong>\u4eba\u5de5\u667a\u80fd\u96c6\u6210\u3002<\/strong>\u4f18\u6b65\u6b63\u5728\u5f00\u53d1\u4e00\u6b3e\u7c7b\u4f3c\u4e8eChatGPT\u7684\u4eba\u5de5\u667a\u80fd\u804a\u5929\u673a\u5668\u4eba\uff0c\u4ee5\u6574\u5408\u5230\u5176\u5e94\u7528\u7a0b\u5e8f\u4e2d\uff0c\u7d27\u968f\u7ade\u4e89\u5bf9\u624bDoorDash\u548cInstacart\u7684\u811a\u6b65\uff0c\u8fd9\u4e24\u5bb6\u516c\u53f8\u4e5f\u5728\u5229\u7528\u8bed\u8a00\u4eba\u5de5\u667a\u80fd\u8fdb\u884c\u5ba2\u6237\u670d\u52a1\u548c\u81ea\u52a8\u5316\u3002\u4f18\u6b65\u9996\u5e2d\u6267\u884c\u5b98\u900f\u9732\uff0c\u8be5\u516c\u53f8\u591a\u5e74\u6765\u4e00\u76f4\u5728\u4f7f\u7528\u673a\u5668\u5b66\u4e60\u548c\u4eba\u5de5\u667a\u80fd\u7cfb\u7edf\uff0c\u7279\u522b\u662f\u5728\u5c06\u7528\u6237\u4e0e\u6c7d\u8f66\u6216\u5feb\u9012\u5458\u5339\u914d\u7b49\u4efb\u52a1\u4e2d\u3002\u867d\u7136\u4ed6\u6ca1\u6709\u63d0\u4f9b\u6709\u5173\u804a\u5929\u673a\u5668\u4eba\u529f\u80fd\u7684\u5177\u4f53\u7ec6\u8282\uff0c\u4f46\u4ed6\u5f3a\u8c03\u4e86\u4f18\u6b65\u5728\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7b97\u6cd5\u65b9\u9762\u7684\u4e30\u5bcc\u7ecf\u9a8c\u3002\u804a\u5929\u673a\u5668\u4eba\u5c06\u6709\u52a9\u4e8e\u63d0\u9ad8\u4f18\u6b65\u7684\u5ba2\u6237\u4f53\u9a8c\u548c\u7b80\u5316\u670d\u52a1\u3002\n  <\/li><li><strong>23\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u589e\u957f14%\uff0c\u81f392\u4ebf\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u4f4e1.4\u4ebf\u7f8e\u5143\u3002GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.18\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.19\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-428.png\" class=\"wp-image-31594\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-428.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-428-300x64.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=\"756\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-429.png\" alt=\"\" class=\"wp-image-31595\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-429.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-429-300x184.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-429-1024x629.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-429-768x472.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-31455-_k6bubwvkl8o3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-430.png\" class=\"wp-image-31596\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-430.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-430-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-430-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31455-_k7y5ab48lsfj\"><\/a><strong>\u62fc\u591a\u591a (PDD US)\uff1a\u4fbf\u4ef7\u8d27<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a75\uff0c\u76ee\u6807\u4ef7\uff1a83\uff0c\u6b62\u635f\u4ef7\uff1a71<\/strong>\n  <\/li><li>\n    \u62fc\u591a\u591a\u63a7\u80a1\u516c\u53f8\u662f\u4e00\u5bb6\u62e5\u6709\u5e76\u7ecf\u8425\u4e00\u7cfb\u5217\u4e1a\u52a1\u7684\u8de8\u56fd\u5546\u4e1a\u96c6\u56e2\u3002\u8be5\u516c\u53f8\u4e13\u6ce8\u4e8e\u6570\u5b57\u7ecf\u6d4e\uff0c\u4f7f\u5f53\u5730\u793e\u533a\u548c\u5c0f\u4f01\u4e1a\u80fd\u591f\u4ece\u63d0\u9ad8\u7684\u751f\u4ea7\u529b\u548c\u65b0\u7684\u673a\u4f1a\u4e2d\u53d7\u76ca\u3002PDD Holdings\u5df2\u7ecf\u4e3a\u5176\u57fa\u7840\u4e1a\u52a1\u5efa\u7acb\u4e86\u4e00\u4e2a\u91c7\u8d2d\u3001\u7269\u6d41\u548c\u5c65\u884c\u80fd\u529b\u7684\u7f51\u7edc\u3002\n  <\/li><li><strong>\u5728\u7ecf\u6d4e\u524d\u666f\u75b2\u5f31\u7684\u60c5\u51b5\u4e0b\u91c7\u53d6\u9632\u5fa1\u63aa\u65bd\u3002<\/strong>\u4e2d\u56fd\u7684\u7ecf\u6d4e\u524d\u666f\u770b\u8d77\u6765\u9eef\u6de1\uff0c\u9884\u8ba12023\u5e74\u4e2d\u56fd\u7684GDP\u589e\u957f\u5c06\u653e\u7f13\u3002\u6d88\u8d39\u8005\u5c06\u5bfb\u6c42\u8d2d\u4e70\u66f4\u4fbf\u5b9c\u7684\u66ff\u4ee3\u54c1\u3002\u4e2d\u56fd\u6d88\u8d39\u8005\u53d8\u5f97\u66f4\u52a0\u6311\u5254\uff0c\u4ed6\u4eec\u8ffd\u6c42\u7269\u6709\u6240\u503c\uff0c\u4f18\u5148\u8003\u8651\u4ef7\u683c\u5408\u7406\u7684\u8d28\u91cf\u3002\u968f\u7740\u56fd\u5185\u7535\u5546\u5e73\u53f0\u548c\u54c1\u724c\u63d0\u4f9b\u8bf1\u4eba\u7684\u6298\u6263\u548c\u4ee3\u91d1\u5238\uff0c\u5728\u88ab\u538b\u6291\u7684\u9700\u6c42\u548c\u5bf9\u9ad8\u8d28\u91cf\u548c\u65b0\u4e00\u4ee3\u4ea7\u54c1\u7684\u504f\u597d\u7684\u63a8\u52a8\u4e0b\uff0c\u9884\u8ba1\u9500\u552e\u989d\u5c06\u589e\u52a0\u3002\u636e\u62a5\u9053\uff0c\u4e0a\u4e00\u5b63\u5ea6\u4e2d\u56fd\u4e3b\u8981\u7535\u5b50\u5546\u52a1\u5e73\u53f0\u7684\u6210\u529f\u8fdb\u4e00\u6b65\u8bc1\u5b9e\u4e86\u4e2d\u56fd\u5728\u7ebf\u6d88\u8d39\u8005\u652f\u51fa\u7684\u590d\u82cf\u3002\u516c\u53f8\u5e73\u53f0\u4e13\u6ce8\u4e8e\u5feb\u901f\u6d88\u8d39\u54c1(FMCG)\uff0c\u5e76\u91c7\u7528\u72ec\u7279\u7684\u65b9\u5f0f\u9f13\u52b1\u5ba2\u6237\u52a0\u5165\u91c7\u8d2d\u56e2\u4f53\uff0c\u901a\u8fc7\u6279\u91cf\u91c7\u8d2d\u6700\u5927\u9650\u5ea6\u5730\u8282\u7701\u6210\u672c\uff0c\u8fd9\u5c06\u8fdb\u4e00\u6b65\u4fc3\u8fdb\u5176\u9884\u671f\u7684\u6210\u529f\u3002\n  <\/li><li><strong>\u8fdb\u5165\u5176\u4ed6\u4e9a\u6d32\u56fd\u5bb6\u3002<\/strong>Temu\u6700\u8fd1\u5728\u97e9\u56fd\u63a8\u51fa\u3002\u8be5\u5e94\u7528\u63d0\u4f9b\u4f18\u60e0\u5238\u548c\u6298\u6263\u6765\u5438\u5f15\u65b0\u5ba2\u6237\uff0c\u5e76\u4e0e\u7b2c\u4e09\u65b9\u5408\u4f5c\u63d0\u4f9b\u7269\u6d41\u548c\u914d\u9001\u670d\u52a1\u3002Temu\u76ee\u524d\u662f\u65e5\u672ciOS\u5546\u5e97\u4e2d\u6392\u540d\u7b2c\u4e00\u7684\u8d2d\u7269\u5e94\u7528\u7a0b\u5e8f\uff0c\u5e76\u6ca1\u6709\u900f\u9732\u5b83\u5728\u4e9a\u6d32\u7684\u4e0b\u4e00\u4e2a\u76ee\u7684\u5730\uff0c\u4f46\u5df2\u7ecf\u5411\u5356\u5bb6\u53d1\u9001\u4e86\u4e00\u4efd\u8c03\u67e5\uff0c\u8be2\u95ee\u65e5\u672c\uff0c\u97e9\u56fd\u548c\u4e1c\u5357\u4e9a\u7684\u5e73\u53f0\u3002\u5728\u97e9\u56fd\uff0c\u5929\u732b\u5c06\u9700\u8981\u4e0eShein\u548c\u901f\u5356\u901a\u7b49\u5176\u4ed6\u4e2d\u56fd\u672c\u571f\u8d2d\u7269\u5e94\u7528\u7ade\u4e89\u3002\n  <\/li><li><strong>23\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u589e\u957f58%\uff0c\u81f354.8\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f9.2\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca1.01\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.38\u7f8e\u5143\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-431.png\" class=\"wp-image-31597\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-431.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-431-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong>\n  <\/li><\/ul>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"1226\" height=\"768\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-432.png\" class=\"wp-image-31598\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-432.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-432-300x188.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-432-1024x641.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-432-768x481.png 768w\" sizes=\"(max-width: 1226px) 100vw, 1226px\" \/><\/strong>\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-31455-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-433.png\" class=\"wp-image-31599\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-433.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-433-300x64.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-434.png\" alt=\"\" class=\"wp-image-31600\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-434.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-434-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Add Yangzijiang Shipbuilding (YZJSGD SP) at S$1.68.\n  <img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"409\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-435.png\" class=\"wp-image-31601\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-435.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-435-300x130.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-435-768x333.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. Wall St Week Ahead Less cash, fewer bears could leave U.S. stocks vulnerable 2. US slaps tariffs on some big solar companies for dodging China duties 3. US tightens export controls of nuclear power items to China 4. Biden says still expects [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":18710,"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-31455","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) \u9020\u8239\u4e1a\u7684\u8868\u73b0\u8d85\u8fc7\u4e86\u5176\u4ed6\u884c\u4e1a\u3002\u6839\u636e\u4e2d\u56fd\u8239\u8236\u5de5\u4e1a\u534f\u4f1a\u7684\u6570\u636e\uff0c\u622a\u81f36\u6708\u4efd\uff0c\u4e2d\u56fd\u9020\u8239\u5382\u83b7\u5f97\u7684\u65b0\u5408\u540c\u540c\u6bd4\u6fc0\u589e67.7%\uff0c\u8ba2\u5355\u91cf\u4e3a12377\u4e07\u8f7d\u91cd\u5428\u3002\u96c6\u88c5\u7bb1\u8239\u548c\u6db2\u5316\u5929\u7136\u6c14\u8fd0\u8f93\u8239\u4e3b\u5bfc\u4e86\u65b0\u8ba2\u5355\u3002\u65b0\u63a5\u8ba2\u5355\u548c\u624b\u5934\u8ba2\u5355\u8f7d\u91cd\u5428\u4f4d\u5360\u5168\u7403\u5e02\u573a\u4efd\u989d\u768449.6%\u300172.6%\u548c53.2%;\u603b\u5428\u4f4d\u5206\u522b\u5360\u4e16\u754c\u603b\u91cf\u768447.3%\u300167.2%\u548c46.8%\uff0c\u5747\u5c45\u5168\u7403\u5e02\u573a\u9996\u4f4d\u3002 \u4eca\u5e74\u81f3\u4eca\u7684\u8ba2\u5355\u91cf\u8d85\u8fc7\u5168\u5e74\u76ee\u6807\u3002\u622a\u81f36\u6708\uff0c\u8be5\u516c\u53f8\u5df2\u83b7\u5f9772\u8258\u8239\u7684\u8ba2\u5355\uff0c\u603b\u4ef7\u503c\u4e3a57.6\u4ebf\u7f8e\u5143\uff0c\u8d85\u8fc7\u4e862023\u5e7430\u4ebf\u7f8e\u5143\u7684\u76ee\u6807\u3002\u8fd9\u4f7f\u5f97\u626c\u5b50\u6c5f\u8239\u5382181\u8258\u8239\u8236\u7684\u672a\u5b8c\u6210\u8ba2\u5355\u4ef7\u503c\u8fbe\u5230147\u4ebf\u7f8e\u5143\uff0c\u521b\u5386\u53f2\u65b0\u9ad8\u3002\u5728\u6240\u6709\u8ba2\u8d2d\u7684\u8239\u8236\u4e2d\uff0c\u96c6\u88c5\u7bb1\u823991\u8258\uff0c\u6cb9\u8f6e29\u8258\uff0c\u6563\u8d27\u823953\u8258\uff0cLNG\/LPG\/LEG 8\u8258\u3002 23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u30022023\u5e74\u4e0a\u534a\u5e74\u8425\u6536\u540c\u6bd4\u589e\u957f16%\u81f3113\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u6bdb\u5229\u6da6\u540c\u6bd4\u589e\u957f48%\u81f3\u4eba\u6c11\u5e0121\u4ebf\u5143\u3002GPM\u4e0a\u53474\u4e2a\u767e\u5206\u70b9\u81f319%\u3002PATMI\u540c\u6bd4\u589e\u957f26%\u81f3\u4eba\u6c11\u5e0117\u4ebf\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) UMS \u63a7\u80a1 (UMSH SP)\uff1a\u63a5\u4e0b\u6765\u524d\u666f\u66f4\u597d \u91cd\u7533\u4e70\u5165\u4ef7\uff1a1.10\uff0c\u76ee\u6807\u4ef7\uff1a1.25\uff0c\u6b62\u635f\u4ef7\uff1a1.04 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 \u534a\u5bfc\u4f53\u884c\u4e1a\u6b63\u5728\u89e6\u5e95\u53cd\u5f39\u30022013\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 \u5e94\u7528\u6750\u6599\u516c\u53f8\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u9884\u544a\u3002\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 UMS\u4e0eAMAT\u7684\u5468\u56de\u62a5\u76f8\u5173\u6027 (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) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update:\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"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-21-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\u670821\u65e5: \u626c\u5b50\u6c5f\u8239\u4e1a (YZJSGD SP), \u798f\u8000\u73bb\u7483 (3606 HK), \u4f18\u6b65\u79d1\u6280 (UBER 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) \u9020\u8239\u4e1a\u7684\u8868\u73b0\u8d85\u8fc7\u4e86\u5176\u4ed6\u884c\u4e1a\u3002\u6839\u636e\u4e2d\u56fd\u8239\u8236\u5de5\u4e1a\u534f\u4f1a\u7684\u6570\u636e\uff0c\u622a\u81f36\u6708\u4efd\uff0c\u4e2d\u56fd\u9020\u8239\u5382\u83b7\u5f97\u7684\u65b0\u5408\u540c\u540c\u6bd4\u6fc0\u589e67.7%\uff0c\u8ba2\u5355\u91cf\u4e3a12377\u4e07\u8f7d\u91cd\u5428\u3002\u96c6\u88c5\u7bb1\u8239\u548c\u6db2\u5316\u5929\u7136\u6c14\u8fd0\u8f93\u8239\u4e3b\u5bfc\u4e86\u65b0\u8ba2\u5355\u3002\u65b0\u63a5\u8ba2\u5355\u548c\u624b\u5934\u8ba2\u5355\u8f7d\u91cd\u5428\u4f4d\u5360\u5168\u7403\u5e02\u573a\u4efd\u989d\u768449.6%\u300172.6%\u548c53.2%;\u603b\u5428\u4f4d\u5206\u522b\u5360\u4e16\u754c\u603b\u91cf\u768447.3%\u300167.2%\u548c46.8%\uff0c\u5747\u5c45\u5168\u7403\u5e02\u573a\u9996\u4f4d\u3002 \u4eca\u5e74\u81f3\u4eca\u7684\u8ba2\u5355\u91cf\u8d85\u8fc7\u5168\u5e74\u76ee\u6807\u3002\u622a\u81f36\u6708\uff0c\u8be5\u516c\u53f8\u5df2\u83b7\u5f9772\u8258\u8239\u7684\u8ba2\u5355\uff0c\u603b\u4ef7\u503c\u4e3a57.6\u4ebf\u7f8e\u5143\uff0c\u8d85\u8fc7\u4e862023\u5e7430\u4ebf\u7f8e\u5143\u7684\u76ee\u6807\u3002\u8fd9\u4f7f\u5f97\u626c\u5b50\u6c5f\u8239\u5382181\u8258\u8239\u8236\u7684\u672a\u5b8c\u6210\u8ba2\u5355\u4ef7\u503c\u8fbe\u5230147\u4ebf\u7f8e\u5143\uff0c\u521b\u5386\u53f2\u65b0\u9ad8\u3002\u5728\u6240\u6709\u8ba2\u8d2d\u7684\u8239\u8236\u4e2d\uff0c\u96c6\u88c5\u7bb1\u823991\u8258\uff0c\u6cb9\u8f6e29\u8258\uff0c\u6563\u8d27\u823953\u8258\uff0cLNG\/LPG\/LEG 8\u8258\u3002 23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u30022023\u5e74\u4e0a\u534a\u5e74\u8425\u6536\u540c\u6bd4\u589e\u957f16%\u81f3113\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u6bdb\u5229\u6da6\u540c\u6bd4\u589e\u957f48%\u81f3\u4eba\u6c11\u5e0121\u4ebf\u5143\u3002GPM\u4e0a\u53474\u4e2a\u767e\u5206\u70b9\u81f319%\u3002PATMI\u540c\u6bd4\u589e\u957f26%\u81f3\u4eba\u6c11\u5e0117\u4ebf\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) UMS \u63a7\u80a1 (UMSH SP)\uff1a\u63a5\u4e0b\u6765\u524d\u666f\u66f4\u597d \u91cd\u7533\u4e70\u5165\u4ef7\uff1a1.10\uff0c\u76ee\u6807\u4ef7\uff1a1.25\uff0c\u6b62\u635f\u4ef7\uff1a1.04 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 \u534a\u5bfc\u4f53\u884c\u4e1a\u6b63\u5728\u89e6\u5e95\u53cd\u5f39\u30022013\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 \u5e94\u7528\u6750\u6599\u516c\u53f8\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u9884\u544a\u3002\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 UMS\u4e0eAMAT\u7684\u5468\u56de\u62a5\u76f8\u5173\u6027 (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) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update:\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-21-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=\"2023-08-17T23:03:00+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2023-08-20T13:04:56+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2023\u5e7408\u670821\u65e5: \u626c\u5b50\u6c5f\u8239\u4e1a (YZJSGD SP), \u798f\u8000\u73bb\u7483 (3606 HK), \u4f18\u6b65\u79d1\u6280 (UBER 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) \u9020\u8239\u4e1a\u7684\u8868\u73b0\u8d85\u8fc7\u4e86\u5176\u4ed6\u884c\u4e1a\u3002\u6839\u636e\u4e2d\u56fd\u8239\u8236\u5de5\u4e1a\u534f\u4f1a\u7684\u6570\u636e\uff0c\u622a\u81f36\u6708\u4efd\uff0c\u4e2d\u56fd\u9020\u8239\u5382\u83b7\u5f97\u7684\u65b0\u5408\u540c\u540c\u6bd4\u6fc0\u589e67.7%\uff0c\u8ba2\u5355\u91cf\u4e3a12377\u4e07\u8f7d\u91cd\u5428\u3002\u96c6\u88c5\u7bb1\u8239\u548c\u6db2\u5316\u5929\u7136\u6c14\u8fd0\u8f93\u8239\u4e3b\u5bfc\u4e86\u65b0\u8ba2\u5355\u3002\u65b0\u63a5\u8ba2\u5355\u548c\u624b\u5934\u8ba2\u5355\u8f7d\u91cd\u5428\u4f4d\u5360\u5168\u7403\u5e02\u573a\u4efd\u989d\u768449.6%\u300172.6%\u548c53.2%;\u603b\u5428\u4f4d\u5206\u522b\u5360\u4e16\u754c\u603b\u91cf\u768447.3%\u300167.2%\u548c46.8%\uff0c\u5747\u5c45\u5168\u7403\u5e02\u573a\u9996\u4f4d\u3002 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23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u30022023\u5e74\u4e0a\u534a\u5e74\u8425\u6536\u540c\u6bd4\u589e\u957f16%\u81f3113\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u6bdb\u5229\u6da6\u540c\u6bd4\u589e\u957f48%\u81f3\u4eba\u6c11\u5e0121\u4ebf\u5143\u3002GPM\u4e0a\u53474\u4e2a\u767e\u5206\u70b9\u81f319%\u3002PATMI\u540c\u6bd4\u589e\u957f26%\u81f3\u4eba\u6c11\u5e0117\u4ebf\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) UMS \u63a7\u80a1 (UMSH SP)\uff1a\u63a5\u4e0b\u6765\u524d\u666f\u66f4\u597d \u91cd\u7533\u4e70\u5165\u4ef7\uff1a1.10\uff0c\u76ee\u6807\u4ef7\uff1a1.25\uff0c\u6b62\u635f\u4ef7\uff1a1.04 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 \u534a\u5bfc\u4f53\u884c\u4e1a\u6b63\u5728\u89e6\u5e95\u53cd\u5f39\u30022013\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 \u5e94\u7528\u6750\u6599\u516c\u53f8\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u9884\u544a\u3002\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 UMS\u4e0eAMAT\u7684\u5468\u56de\u62a5\u76f8\u5173\u6027 (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) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update:\" \/>\n\t\t<meta name=\"twitter:image\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<script type=\"application\/ld+json\" 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\u5e94\u7528\u6750\u6599\u516c\u53f8\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u9884\u544a\u3002\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 UMS\u4e0eAMAT\u7684\u5468\u56de\u62a5\u76f8\u5173\u6027 (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) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update:","canonical_url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-21-aug-2023-zh\/","robots":"max-image-preview:large","keywords":"kgi daily trading ideas 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Tan"}},{"@type":"WebPage","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-21-aug-2023-zh\/#webpage","url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-21-aug-2023-zh\/","name":"2023\u5e7408\u670821\u65e5: \u626c\u5b50\u6c5f\u8239\u4e1a (YZJSGD SP), \u798f\u8000\u73bb\u7483 (3606 HK), \u4f18\u6b65\u79d1\u6280 (UBER US) \u2022 KGI Singapore Research","description":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) \u9020\u8239\u4e1a\u7684\u8868\u73b0\u8d85\u8fc7\u4e86\u5176\u4ed6\u884c\u4e1a\u3002\u6839\u636e\u4e2d\u56fd\u8239\u8236\u5de5\u4e1a\u534f\u4f1a\u7684\u6570\u636e\uff0c\u622a\u81f36\u6708\u4efd\uff0c\u4e2d\u56fd\u9020\u8239\u5382\u83b7\u5f97\u7684\u65b0\u5408\u540c\u540c\u6bd4\u6fc0\u589e67.7%\uff0c\u8ba2\u5355\u91cf\u4e3a12377\u4e07\u8f7d\u91cd\u5428\u3002\u96c6\u88c5\u7bb1\u8239\u548c\u6db2\u5316\u5929\u7136\u6c14\u8fd0\u8f93\u8239\u4e3b\u5bfc\u4e86\u65b0\u8ba2\u5355\u3002\u65b0\u63a5\u8ba2\u5355\u548c\u624b\u5934\u8ba2\u5355\u8f7d\u91cd\u5428\u4f4d\u5360\u5168\u7403\u5e02\u573a\u4efd\u989d\u768449.6%\u300172.6%\u548c53.2%;\u603b\u5428\u4f4d\u5206\u522b\u5360\u4e16\u754c\u603b\u91cf\u768447.3%\u300167.2%\u548c46.8%\uff0c\u5747\u5c45\u5168\u7403\u5e02\u573a\u9996\u4f4d\u3002 \u4eca\u5e74\u81f3\u4eca\u7684\u8ba2\u5355\u91cf\u8d85\u8fc7\u5168\u5e74\u76ee\u6807\u3002\u622a\u81f36\u6708\uff0c\u8be5\u516c\u53f8\u5df2\u83b7\u5f9772\u8258\u8239\u7684\u8ba2\u5355\uff0c\u603b\u4ef7\u503c\u4e3a57.6\u4ebf\u7f8e\u5143\uff0c\u8d85\u8fc7\u4e862023\u5e7430\u4ebf\u7f8e\u5143\u7684\u76ee\u6807\u3002\u8fd9\u4f7f\u5f97\u626c\u5b50\u6c5f\u8239\u5382181\u8258\u8239\u8236\u7684\u672a\u5b8c\u6210\u8ba2\u5355\u4ef7\u503c\u8fbe\u5230147\u4ebf\u7f8e\u5143\uff0c\u521b\u5386\u53f2\u65b0\u9ad8\u3002\u5728\u6240\u6709\u8ba2\u8d2d\u7684\u8239\u8236\u4e2d\uff0c\u96c6\u88c5\u7bb1\u823991\u8258\uff0c\u6cb9\u8f6e29\u8258\uff0c\u6563\u8d27\u823953\u8258\uff0cLNG\/LPG\/LEG 8\u8258\u3002 23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u30022023\u5e74\u4e0a\u534a\u5e74\u8425\u6536\u540c\u6bd4\u589e\u957f16%\u81f3113\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u6bdb\u5229\u6da6\u540c\u6bd4\u589e\u957f48%\u81f3\u4eba\u6c11\u5e0121\u4ebf\u5143\u3002GPM\u4e0a\u53474\u4e2a\u767e\u5206\u70b9\u81f319%\u3002PATMI\u540c\u6bd4\u589e\u957f26%\u81f3\u4eba\u6c11\u5e0117\u4ebf\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) UMS \u63a7\u80a1 (UMSH SP)\uff1a\u63a5\u4e0b\u6765\u524d\u666f\u66f4\u597d \u91cd\u7533\u4e70\u5165\u4ef7\uff1a1.10\uff0c\u76ee\u6807\u4ef7\uff1a1.25\uff0c\u6b62\u635f\u4ef7\uff1a1.04 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 \u534a\u5bfc\u4f53\u884c\u4e1a\u6b63\u5728\u89e6\u5e95\u53cd\u5f39\u30022013\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 \u5e94\u7528\u6750\u6599\u516c\u53f8\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u9884\u544a\u3002\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 UMS\u4e0eAMAT\u7684\u5468\u56de\u62a5\u76f8\u5173\u6027 (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) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update:","inLanguage":"en-US","isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/#website"},"breadcrumb":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-21-aug-2023-zh\/#breadcrumblist"},"author":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/#author"},"creator":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/#author"},"image":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/08\/Thumb02.jpg?wsr","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-21-aug-2023-zh\/#mainImage","width":300,"height":168},"primaryImageOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-21-aug-2023-zh\/#mainImage"},"datePublished":"2023-08-18T07:03:00+08:00","dateModified":"2023-08-20T21:04:56+08:00"},{"@type":"WebSite","@id":"https:\/\/www.kgieworld.sg\/research\/#website","url":"https:\/\/www.kgieworld.sg\/research\/","name":"KGI Singapore 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\u9020\u8239\u4e1a\u7684\u8868\u73b0\u8d85\u8fc7\u4e86\u5176\u4ed6\u884c\u4e1a\u3002\u6839\u636e\u4e2d\u56fd\u8239\u8236\u5de5\u4e1a\u534f\u4f1a\u7684\u6570\u636e\uff0c\u622a\u81f36\u6708\u4efd\uff0c\u4e2d\u56fd\u9020\u8239\u5382\u83b7\u5f97\u7684\u65b0\u5408\u540c\u540c\u6bd4\u6fc0\u589e67.7%\uff0c\u8ba2\u5355\u91cf\u4e3a12377\u4e07\u8f7d\u91cd\u5428\u3002\u96c6\u88c5\u7bb1\u8239\u548c\u6db2\u5316\u5929\u7136\u6c14\u8fd0\u8f93\u8239\u4e3b\u5bfc\u4e86\u65b0\u8ba2\u5355\u3002\u65b0\u63a5\u8ba2\u5355\u548c\u624b\u5934\u8ba2\u5355\u8f7d\u91cd\u5428\u4f4d\u5360\u5168\u7403\u5e02\u573a\u4efd\u989d\u768449.6%\u300172.6%\u548c53.2%;\u603b\u5428\u4f4d\u5206\u522b\u5360\u4e16\u754c\u603b\u91cf\u768447.3%\u300167.2%\u548c46.8%\uff0c\u5747\u5c45\u5168\u7403\u5e02\u573a\u9996\u4f4d\u3002 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23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u30022023\u5e74\u4e0a\u534a\u5e74\u8425\u6536\u540c\u6bd4\u589e\u957f16%\u81f3113\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u6bdb\u5229\u6da6\u540c\u6bd4\u589e\u957f48%\u81f3\u4eba\u6c11\u5e0121\u4ebf\u5143\u3002GPM\u4e0a\u53474\u4e2a\u767e\u5206\u70b9\u81f319%\u3002PATMI\u540c\u6bd4\u589e\u957f26%\u81f3\u4eba\u6c11\u5e0117\u4ebf\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) UMS \u63a7\u80a1 (UMSH SP)\uff1a\u63a5\u4e0b\u6765\u524d\u666f\u66f4\u597d \u91cd\u7533\u4e70\u5165\u4ef7\uff1a1.10\uff0c\u76ee\u6807\u4ef7\uff1a1.25\uff0c\u6b62\u635f\u4ef7\uff1a1.04 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 \u534a\u5bfc\u4f53\u884c\u4e1a\u6b63\u5728\u89e6\u5e95\u53cd\u5f39\u30022013\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 \u5e94\u7528\u6750\u6599\u516c\u53f8\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u9884\u544a\u3002\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 UMS\u4e0eAMAT\u7684\u5468\u56de\u62a5\u76f8\u5173\u6027 (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) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update:","og:url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-21-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":"2023-08-17T23:03:00+00:00","article:modified_time":"2023-08-20T13:04:56+00:00","twitter:card":"summary","twitter:title":"2023\u5e7408\u670821\u65e5: \u626c\u5b50\u6c5f\u8239\u4e1a (YZJSGD SP), \u798f\u8000\u73bb\u7483 (3606 HK), \u4f18\u6b65\u79d1\u6280 (UBER 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) 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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) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update:","twitter:image":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr"},"aioseo_meta_data":{"post_id":"31455","title":"#post_title #separator_sa 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Wall St Week Ahead Less cash, fewer bears could leave U.S. stocks vulnerable 2. US slaps tariffs on some big solar companies for dodging China duties 3. US tightens export controls of nuclear power items to China 4. Biden says still expects&hellip;","_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/31455","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/comments?post=31455"}],"version-history":[{"count":8,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/31455\/revisions"}],"predecessor-version":[{"id":31607,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/31455\/revisions\/31607"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media\/18710"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media?parent=31455"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/categories?post=31455"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/tags?post=31455"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}