{"id":31758,"date":"2023-08-25T07:39:00","date_gmt":"2023-08-24T23:39:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=31758"},"modified":"2023-08-25T10:10:24","modified_gmt":"2023-08-25T02:10:24","slug":"kgi-daily-trading-ideas-25-aug-2023-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-25-aug-2023-zh\/","title":{"rendered":"2023\u5e7408\u670825\u65e5:UMS \u63a7\u80a1 (UMSH SP), \u4e1c\u65b9\u7504\u9009 (1797 HK), \u5e15\u5170\u6cf0\u5c14\u6280\u672f (PLTR 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-31758-_fginbsn8cd1z\"><\/a><a id=\"post-31758-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"940\" height=\"506\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/image-7.png\" alt=\"\" class=\"wp-image-31892\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/image-7.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/image-7-300x161.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/image-7-768x413.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/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.cnbc.com\/2023\/08\/23\/stock-market-today-live-updates.html\">Stocks sell off Thursday as Nvidia-led rally fizzles, Dow drops more than 300 points: Live updates<\/a><\/td><\/tr><tr><td>2. <a href=\"https:\/\/www.reuters.com\/markets\/us\/nasdaq-futures-rally-1-nvidias-blowout-results-lift-ai-stocks-2023-08-24\/\">Major indexes fall 1%, focus shifts to upcoming Powell speech<\/a><\/td><\/tr><tr><td>3. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/us-jobless-claims-fall-labour-market-remains-tight\">US jobless claims fall as labour market remains tight<\/a><\/td><\/tr><tr><td>4. <a href=\"https:\/\/www.channelnewsasia.com\/business\/us-sandwich-chain-subway-sold-roark-capital-3722096\">US sandwich chain Subway sold to Roark Capital<\/a><\/td><\/tr><tr><td>5. <a href=\"https:\/\/www.reuters.com\/technology\/nvidias-frankfurt-shares-surge-stellar-results-seen-keeping-ai-rally-alive-2023-08-24\/\">Nvidia\u2019s $25 billion buyback plan, results lift stock to record high<\/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-576.png\" alt=\"\" class=\"wp-image-31851\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-576.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-576-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31758-_qqv3rtx8nazp\"><\/a><a id=\"post-31758-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1143\" height=\"615\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-577.png\" alt=\"\" class=\"wp-image-31852\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-577.png 1143w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-577-300x161.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-577-1024x551.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-577-768x413.png 768w\" sizes=\"(max-width: 1143px) 100vw, 1143px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td>\n<p><strong>News Feed<\/strong><\/p>\n<\/td><\/tr><tr><td>\n<p>1. <a href=\"https:\/\/www.nbcnews.com\/news\/world\/japan-fukushima-water-release-ocean-rcna101142\">China bans seafood from Japan after Fukushima nuclear plant begins releasing wastewater<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>2. <a href=\"https:\/\/www.channelnewsasia.com\/business\/stimulus-or-bust-investors-staying-out-china-until-spending-starts-3721291\">Stimulus or bust: Investors staying out of China until the spending starts<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>3. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/global\/chinas-consumer-sentiment-starting-improve-surveys-show\">China\u2019s consumer sentiment starting to improve, surveys show<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>4. <a href=\"https:\/\/www.scmp.com\/business\/banking-finance\/article\/3232046\/chinas-property-crisis-us261-billion-credit-pain-lenders-trust-firms-and-insurers-goldman-says\">China\u2019s property crisis is a US$261 billion credit pain for lenders, trust firms and insurers, Goldman says<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>5. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/global\/china-quietly-recruits-overseas-chip-talent-us-tightens-curbs\">China quietly recruits overseas chip talent as US tightens curbs<\/a><\/p>\n<\/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-578.png\" alt=\"\" class=\"wp-image-31853\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-578.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-578-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><a id=\"post-31758-_7c2gwybbbr90\"><\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-31758-_9i0c554gtu0u\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" class=\"wp-image-31854\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-579.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-579.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-579-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31758-_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\uff1a1.18\uff0c\u76ee\u6807\u4ef7\uff1a1.30\uff0c\u6b62\u635f\u4ef7\uff1a1.12<\/strong><\/li><li>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<\/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<\/li><li><strong>\u82f1\u4f1f\u8fbe24\u8d22\u5e74\u7b2c\u4e8c\u5b63\u7684\u51fa\u8272\u4e1a\u7ee9\u5f3a\u5316\u4e86\u4eba\u5de5\u667a\u80fd\u9769\u547d\u3002<\/strong>\u82f1\u4f1f\u8fbe24\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7684\u76c8\u5229\u518d\u6b21\u6253\u7834\u5e02\u573a\u9884\u671f\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u5b83\u8fd8\u63d0\u4f9b\u4e86\u597d\u4e8e\u9884\u671f\u7684\u7b2c\u4e09\u5b63\u5ea6\u6307\u5f15\u3002\u8fd9\u6807\u5fd7\u7740\u81ea7\u6708\u5e95\u4ee5\u6765\u79d1\u6280\u548c\u534a\u5bfc\u4f53\u677f\u5757\u7684\u8c03\u6574\u7ed3\u675f\u3002\u4eba\u5de5\u667a\u80fd\u82af\u7247\u548c\u670d\u52a1\u5668\u7684\u5f3a\u52b2\u9700\u6c42\u5c06\u7ef4\u6301\u534a\u5bfc\u4f53\u884c\u4e1a\u7684\u770b\u6da8\u60c5\u7eea\u3002<\/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<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>UMS\u4e0eAMAT\u7684\u5468\u56de\u62a5\u76f8\u5173\u6027<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><img loading=\"lazy\" decoding=\"async\" width=\"1253\" height=\"725\" class=\"wp-image-31855\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-580.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-580.png 1253w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-580-300x174.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-580-1024x592.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-580-768x444.png 768w\" sizes=\"(max-width: 1253px) 100vw, 1253px\" \/> (Source: Bloomberg)<\/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<\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-581.png\" alt=\"\" class=\"wp-image-31856\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-581.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-581-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1226\" height=\"776\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-582.png\" alt=\"\" class=\"wp-image-31857\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-582.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-582-300x190.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-582-1024x648.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-582-768x486.png 768w\" sizes=\"(max-width: 1226px) 100vw, 1226px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31758-_aa3zpzj9s704\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-31858\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-583.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-583.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-583-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31758-_k6uh0sf69l1b\"><\/a><strong>\u6d77\u5ead (STM SP)\uff1a\u5f39\u6027\u7684\u539f\u6cb9\u8868\u73b0<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\u4ef7\uff1a0.140\uff0c\u76ee\u6807\u4ef7\uff1a0.150\uff0c\u6b62\u635f\u4ef7\uff1a0.135<\/strong><\/li><li>\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<\/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<\/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<\/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<\/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<\/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<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5168\u7403\u4e0a\u6e38\u6cb9\u6c14\u8d44\u672c\u652f\u51fa<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><img loading=\"lazy\" decoding=\"async\" width=\"1048\" height=\"623\" class=\"wp-image-31859\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-584.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-584.png 1048w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-584-300x178.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-584-1024x609.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-584-768x457.png 768w\" sizes=\"(max-width: 1048px) 100vw, 1048px\" \/> (Source: Bloomberg)<\/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<\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-585.png\" alt=\"\" class=\"wp-image-31860\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-585.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-585-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1226\" height=\"776\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-586.png\" alt=\"\" class=\"wp-image-31861\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-586.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-586-300x190.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-586-1024x648.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-586-768x486.png 768w\" sizes=\"(max-width: 1226px) 100vw, 1226px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31758-_uhzkqhavyvxz\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-31862\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-587.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-587.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-587-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-31758-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" class=\"wp-image-31863\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-588.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-588.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-588-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31758-_2jbsg19prh31\"><\/a><strong>\u4e1c\u65b9\u7504\u9009 (1797 HK)\uff1a\u5728\u6dd8\u5b9d\u4e0a\u76f4\u64ad<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a42.0\uff0c\u76ee\u6807\u4ef7\uff1a50.0\uff0c\u6b62\u635f\u4ef7\uff1a38.0<\/strong><\/li><li>\u4e1c\u65b9\u7504\u9009\u63a7\u80a1\u6709\u9650\u516c\u53f8\uff08\u539f\u540d\uff1a\u65b0\u4e1c\u65b9\u5728\u7ebf\u79d1\u6280\u63a7\u80a1\u6709\u9650\u516c\u53f8\uff09\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u63d0\u4f9b\u5728\u7ebf\u6559\u80b2\u8bfe\u7a0b\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u53ca\u5176\u5b50\u516c\u53f8\u4e3b\u8981\u8fd0\u8425\u4e09\u4e2a\u4e1a\u52a1\u90e8\u95e8\u3002\u5927\u5b66\u6559\u80b2\u90e8\u95e8\u4e3b\u8981\u4ece\u4e8b\u5927\u5b66\u8003\u8bd5\u5907\u8003\uff0c\u6d77\u5916\u8003\u8bd5\u5907\u8003\u548c\u82f1\u8bed\u8bed\u8a00\u5b66\u4e60\u7b49\u4e1a\u52a1\u3002 K-12\u6559\u80b2\u90e8\u95e8\u4e3b\u8981\u63d0\u4f9b\u4e3a\u666e\u901a\u9ad8\u7b49\u5b66\u6821\u62db\u751f\u5168\u56fd\u7edf\u4e00\u8003\u8bd5\u800c\u8bbe\u7684\u5907\u8003\u8bfe\u7a0b\u3002\u8be5\u516c\u53f8\u63a8\u51fa\u521b\u65b0\u7684\u4e1c\u65b9\u4f18\u64ad\u8bfe\u7a0b\uff0c\u8be5\u8bfe\u7a0b\u4e3a\u4f4e\u7ebf\u57ce\u5e02\u5b66\u751f\u63d0\u4f9b\u7684\u5730\u533a\u6027\u76f4\u64ad\u4e92\u52a8\u8f85\u5bfc\u670d\u52a1\u3002\u5b66\u524d\u6559\u80b2\u90e8\u95e8\u4e3b\u8981\u901a\u8fc7\u516c\u53f8\u7684\u5e94\u7528\u7a0b\u5e8f\u548c\u751c\u751c\u5708\u5728\u7ebf\u82f1\u8bed\u8bfe\u5802\u63d0\u4f9b\u513f\u7ae5\u5728\u7ebf\u6559\u80b2\u3002<\/li><li><strong>\u6dd8\u5b9d\u76f4\u64ad\u3002<\/strong>\u636e\u5f53\u5730\u5a92\u4f53\u62a5\u9053\uff0c\u4e1c\u65b9\u7504\u9009\u6b63\u5f0f\u52a0\u5165\u6dd8\u5b9d\u76f4\u64ad\uff0c\u5c06\u4e8e\u4e0b\u5468\u4e8c\uff0c8\u670829\u65e5\uff0c\u7531\u516c\u53f8\u521b\u59cb\u4eba\u517c\u9996\u5e2d\u6267\u884c\u5b98\u4e3b\u6301\u3002\u8fd9\u5fc5\u7136\u4f1a\u6269\u5927\u516c\u53f8\u7684\u7535\u5b50\u5546\u52a1\u66dd\u5149\u7387\uff0c\u63a8\u52a8\u516c\u53f8\u7684\u54c1\u724c\u77e5\u540d\u5ea6\u548c\u9500\u552e\u989d\u3002<\/li><li><strong>\u76f4\u64ad\u8d8a\u6765\u8d8a\u53d7\u6b22\u8fce\u3002<\/strong>\u6839\u636eCoresight Research\u7684\u62a5\u544a\uff0c\u4e2d\u56fd\u7684\u5728\u7ebf\u76f4\u64ad\u8d2d\u7269\u5e02\u573a\u6b63\u5728\u7ecf\u5386\u663e\u7740\u589e\u957f\uff0c\u52302022\u5e74\u5c06\u8fbe\u52304,970\u4ebf\u7f8e\u5143\u3002\u8fd9\u79cd\u4e0a\u5347\u8d8b\u52bf\u53ef\u4ee5\u5f52\u56e0\u4e8e\u6d88\u8d39\u8005\u8d8a\u6765\u8d8a\u91cd\u89c6\u81ea\u5df1\u7684\u65f6\u95f4\uff0c\u9009\u62e9\u968f\u65f6\u968f\u5730\u89c2\u770b\u76f4\u64ad\u8d2d\u7269\u7684\u4fbf\u5229\u6027\uff0c\u800c\u4e0d\u662f\u7b80\u5355\u5730\u5728\u7f51\u4e0a\u6d4f\u89c8\u4ea7\u54c1\u6216\u53bb\u5b9e\u4f53\u5e97\u8d2d\u7269\u3002<\/li><li><strong>\u4fc3\u8fdb\u56fd\u5185\u6d88\u8d39\u3002<\/strong>\u4e2d\u56fd\u6700\u8fd1\u627f\u8bfa\u6269\u5927\u56fd\u5185\u6d88\u8d39\uff0c\u4ee5\u4fc3\u8fdb\u4e2d\u56fd\u5e02\u573a\u7684\u589e\u957f\u3002\u7531\u4e8e\u7ecf\u6d4e\u6307\u6807\u4f4e\u4e8e\u9884\u671f\uff0c\u4e14\u6709\u8ff9\u8c61\u8868\u660e\u4e2d\u56fd\u5e02\u573a\u6b63\u5728\u653e\u7f13\uff0c\u653f\u5e9c\u5ba3\u5e03\u964d\u606f\u4ee5\u4fc3\u8fdb\u521b\u65b0\u3001\u6d88\u8d39\u548c\u590d\u82cf\uff0c\u653f\u5e9c\u57286\u6708\u4efd\u5c06\u8d37\u6b3e\u4f18\u60e0\u5229\u7387\u4e0b\u8c03\u4e8610\u4e2a\u57fa\u70b9\uff0c8\u6708\u4efd\u53c8\u4e0b\u8c03\u4e8610\u4e2a\u57fa\u70b9\uff0c\u76ee\u524d\u7684\u8d37\u6b3e\u4f18\u60e0\u5229\u7387\u4e3a3.45%\u3002\u5c55\u671b\u672a\u6765\uff0c\u9884\u8ba1\u8fd8\u5c06\u51fa\u53f0\u66f4\u591a\u523a\u6fc0\u63aa\u65bd\uff0c\u4ee5\u63d0\u632f\u6d88\u8d39\u6c34\u5e73\u3002<\/li><li><strong>23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u3002<\/strong>2023\u5e74\u4e0a\u534a\u5e74\u6301\u7eed\u7ecf\u8425\u4e1a\u52a1\u6536\u5165\u540c\u6bd4\u589e\u957f590.2%\u81f320.8\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c\u53bb\u5e74\u540c\u671f\u4e3a3.014\u4ebf\u5143\u4eba\u6c11\u5e01\u30022023\u5e74\u4e0a\u534a\u5e74\u51c0\u5229\u6da6\u4e3a\u4eba\u6c11\u5e016.01\u4ebf\u5143\uff0c\u4e0a\u5e74\u540c\u671f\u4e3a\u4eba\u6c11\u5e012,700\u4e07\u5143\u3002\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4e0a\u5347\u81f30.58\u5143\u4eba\u6c11\u5e01\uff0c\u800c2022\u5e74\u4e0a\u534a\u5e74\u4e3a- 0.11\u5143\u4eba\u6c11\u5e01\u3002<\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-31864\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-589.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-589.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-589-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"719\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-590.png\" alt=\"\" class=\"wp-image-31865\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-590.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-590-300x175.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-590-1024x599.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-590-768x449.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31758-_p9g83rvf8ji\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-31866\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-591.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-591.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-591-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31758-_exh8o6spczzm\"><\/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>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a35.5\uff0c\u76ee\u6807\u4ef7\uff1a38.3\uff0c\u6b62\u635f\u4ef7\uff1a33.8<\/strong><\/li><li>\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<\/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<\/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<\/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<\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-31867\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-592.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-592.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-592-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"756\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-593.png\" alt=\"\" class=\"wp-image-31868\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-593.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-593-300x184.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-593-1024x629.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-593-768x472.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31758-_v0tgrq7sbyi8\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-31869\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-594.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-594.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-594-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-31758-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" class=\"wp-image-31870\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-595.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-595.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-595-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-595-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31758-_jfobo2m1urtt\"><\/a><strong>\u5e15\u5170\u6cf0\u5c14\u6280\u672f (PLTR US)\uff1a\u4eba\u5de5\u667a\u80fd\u518d\u6b21\u6210\u4e3a\u5173\u6ce8\u7684\u7126\u70b9<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong><strong>\u4e70\u5165\u4ef7\uff1a14.8\uff08\u4e70\u5165\u6b62\u635f\uff09\uff0c\u76ee\u6807\u4ef7\uff1a17.0\uff0c\u6b62\u635f\u4ef7\uff1a13.7<\/strong><\/strong><\/li><li>\u5e15\u5170\u6cf0\u5c14\u6280\u672f\u516c\u53f8\u5f00\u53d1\u8f6f\u4ef6\u6765\u5206\u6790\u4fe1\u606f\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u652f\u6301\u591a\u79cd\u6570\u636e\u7684\u89e3\u51b3\u65b9\u6848\uff0c\u5305\u62ec\u7ed3\u6784\u5316\u6570\u636e\u3001\u975e\u7ed3\u6784\u5316\u6570\u636e\u3001\u5173\u7cfb\u6570\u636e\u3001\u65f6\u95f4\u6570\u636e\u548c\u5730\u7406\u7a7a\u95f4\u6570\u636e\u3002\u8be5\u516c\u53f8\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002<\/li><li><strong>\u4eba\u5de5\u667a\u80fd\u8d8b\u52bf\u53c8\u56de\u6765\u4e86\u3002<\/strong>\u5168\u7403\u5e02\u503c\u6700\u9ad8\u7684\u82af\u7247\u5236\u9020\u5546\u82f1\u4f1f\u8fbe\u6b63\u53d7\u76ca\u4e8e\u5bf9\u4eba\u5de5\u667a\u80fd(AI)\u65e5\u76ca\u589e\u957f\u7684\u9700\u6c42\u3002\u8be5\u516c\u53f8\u7684gpu\u5bf9\u4e8e\u6784\u5efa\u548c\u8fd0\u884c\u4eba\u5de5\u667a\u80fd\u5e94\u7528\u7a0b\u5e8f\u81f3\u5173\u91cd\u8981\uff0c\u968f\u7740\u4e91\u670d\u52a1\u63d0\u4f9b\u5546\u548c\u5927\u578b\u6d88\u8d39\u4e92\u8054\u7f51\u516c\u53f8\u62a2\u8d2d\u4e0b\u4e00\u4ee3\u5904\u7406\u5668\uff0c\u5176\u6570\u636e\u4e2d\u5fc3\u4e1a\u52a1\u6b63\u5728\u8fc5\u901f\u589e\u957f\u3002\u82f1\u4f1f\u8fbe\u5728\u4eba\u5de5\u667a\u80fd\u82af\u7247\u548c\u6570\u636e\u5e93\u9886\u57df\u7684\u589e\u957f\u9884\u6d4b\uff0c\u5bf9\u6574\u4e2a\u4eba\u5de5\u667a\u80fd\u5e02\u573a\u6765\u8bf4\u662f\u4e00\u4e2a\u79ef\u6781\u7684\u4fe1\u53f7\u3002\u56e0\u4e3a\u8fd9\u610f\u5473\u7740\u66f4\u591a\u7684\u516c\u53f8\u6b63\u5728\u6295\u8d44\u4eba\u5de5\u667a\u80fd\uff0c\u8fd9\u5bf9Palantir\u6765\u8bf4\u662f\u4ef6\u597d\u4e8b\uff0c\u56e0\u4e3a\u5b83\u4e3a\u8fd9\u4e9b\u516c\u53f8\u63d0\u4f9b\u4e86\u9500\u552e\u4eba\u5de5\u667a\u80fd\u8f6f\u4ef6\u548c\u670d\u52a1\u7684\u673a\u4f1a\u3002<\/li><li><strong>\u63d0\u51fa\u4e86\u5c55\u671b\u3002<\/strong>\u7531\u4e8e\u4eba\u5de5\u667a\u80fd\u5e73\u53f0\u7684\u5f3a\u52b2\u9700\u6c42\uff0cPalantir Technologies\u4e0a\u8c03\u4e86\u5e74\u5ea6\u6536\u5165\u9884\u6d4b\u3002\u8be5\u5e73\u53f0\u4e8e4\u4e2a\u6708\u524d\u63a8\u51fa\uff0c\u5df2\u7ecf\u5728100\u591a\u4e2a\u7ec4\u7ec7\u4e2d\u62e5\u6709\u7528\u6237\uff0c\u5e76\u4e14\u6b63\u5728\u4e0e300\u591a\u4e2a\u7ec4\u7ec7\u8fdb\u884c\u8ba8\u8bba\u3002\u8be5\u5e73\u53f0\u63d0\u4f9b\u4eba\u5de5\u667a\u80fd\u52a9\u624b\u6765\u5e2e\u52a9\u5546\u4e1a\u51b3\u7b56\u3002\u7136\u800c\uff0c\u6b27\u6d32\u7684\u9700\u6c42\u4e00\u76f4\u4f4e\u8ff7\uff0c\u516c\u53f8\u7684\u5546\u4e1a\u6536\u5165\u53d7\u5230\u5bf9\u7279\u6b8a\u76ee\u7684\u6536\u8d2d\u516c\u53f8\u6295\u8d44\u7684\u5f71\u54cd\u3002\u7531\u4e8ePalantir\u4e13\u6ce8\u4e8e\u6269\u5c55\u5176\u4eba\u5de5\u667a\u80fd\u5e73\u53f0\u548c\u62db\u8058\u65b0\u7684\u6280\u672f\u4eba\u624d\uff0c\u4e0b\u4e00\u5b63\u5ea6\u7684\u8d39\u7528\u5c06\u4f1a\u589e\u52a0\u3002<\/li><li><strong>\u83b7\u5f97\u5bf9\u5176\u4eba\u5de5\u667a\u80fd\u5e73\u53f0\u7684\u5174\u8da3\u3002<\/strong>Palantir Technologies\u7684\u4eba\u5de5\u667a\u80fd\u5e73\u53f0AIP\u901a\u8fc7\u63d0\u4f9b\u673a\u5668\u5b66\u4e60\u529f\u80fd\u3001\u5546\u4e1a\u548c\u5f00\u6e90\u5927\u578b\u8bed\u8a00\u6a21\u578b\u4ee5\u53ca\u884c\u4e1a\u9886\u5148\u7684\u98ce\u9669\u63a7\u5236\uff0c\u5e2e\u52a9\u653f\u5e9c\u548c\u4f01\u4e1a\u505a\u51fa\u66f4\u597d\u7684\u51b3\u7b56\u3002\u8be5\u5e73\u53f0\u5df2\u88ab\u7f8e\u56fd\u519b\u65b9\u548c\u5176\u4ed6\u653f\u5e9c\u673a\u6784\u4ee5\u53ca\u8bfa\u534e(Novartis)\u548cAzule Energy\u7b49\u516c\u53f8\u4f7f\u7528\u3002\u968f\u7740\u8d8a\u6765\u8d8a\u591a\u7684\u7ec4\u7ec7\u91c7\u7528\u4eba\u5de5\u667a\u80fd\u6765\u6539\u5584\u51b3\u7b56\uff0cPalantir\u5728\u672a\u6765\u51e0\u5e74\u5c06\u7ee7\u7eed\u589e\u957f\u3002\u8be5\u516c\u53f8\u6700\u8fd1\u7684\u5408\u4f5c\u4f19\u4f34\u662fAzule Energy\uff0c\u8fd9\u662f\u4e00\u5bb6\u7531BP\u548cEni\u62e5\u6709\u768450\/50\u7684\u72ec\u7acb\u5408\u8d44\u4f01\u4e1a\uff0c\u65e8\u5728\u90e8\u7f72\u5c16\u7aef\u8f6f\u4ef6\u6765\u4f18\u5316Azule Energy\u7684\u4e0a\u6e38\u751f\u4ea7\u3002<\/li><li><strong>23\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u6536\u76ca\u56de\u987e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u589e\u957f12.8%\u81f35.3332\u4ebf\u7f8e\u5143\uff0c\u7b26\u5408\u9884\u671f\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.05\u7f8e\u5143\uff0c\u7b26\u5408\u9884\u671f\u3002\u7f8e\u56fd\u5546\u4e1a\u5ba2\u6237\u6570\u91cf\u540c\u6bd4\u589e\u957f35%\uff0c\u4ece22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7684119\u4e2a\u5ba2\u6237\u589e\u957f\u523023\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7684161\u4e2a\u5ba2\u6237\u3002<\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-31871\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-596.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-596.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-596-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong><\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31758-_who2t6xmqb2m\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"745\" class=\"wp-image-31872\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-597.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-597.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-597-300x182.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-597-1024x620.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-597-768x465.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/h3>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31758-_k6bubwvkl8o3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" class=\"wp-image-31873\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-598.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-598.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-598-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-598-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31758-_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><\/li><li>\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<\/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<\/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<\/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<\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-31874\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-599.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-599.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-599-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong><\/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\" class=\"wp-image-31875\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-600.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-600.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-600-300x188.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-600-1024x641.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-600-768x481.png 768w\" sizes=\"(max-width: 1226px) 100vw, 1226px\" \/><\/strong> (Source: Bloomberg)<\/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-31758-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-31876\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-601.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-601.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-601-300x64.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-602.png\" alt=\"\" class=\"wp-image-31877\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-602.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-602-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Take profit on Ross Stores (ROST US) at US$122 and Seatrium (STM SP) at S$0.144. Stop loss on Starbucks (SBUX US) at US$95. Add ThaiBev (THBEV SP) at S$0.58 and Uber (UBER US) at US$44.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"458\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/image-10.png\" alt=\"\" class=\"wp-image-31898\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/image-10.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/image-10-300x146.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/image-10-768x374.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\">^ Back To Top<\/a> <\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><a href=\"https:\/\/t.me\/kgisg\"><img loading=\"lazy\" decoding=\"async\" width=\"520\" height=\"142\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/06\/word-image-433.png\" alt=\"\" class=\"wp-image-17077\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/06\/word-image-433.png 520w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/06\/word-image-433-300x82.png 300w\" sizes=\"(max-width: 520px) 100vw, 520px\" \/><\/a><\/figure><\/div>\n\n\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd News Feed 1. Stocks sell off Thursday as Nvidia-led rally fizzles, Dow drops more than 300 points: Live updates 2. Major indexes fall 1%, focus shifts to upcoming Powell speech 3. US jobless claims fall as labour market remains tight 4. US sandwich chain Subway [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":18709,"comment_status":"closed","ping_status":"open","sticky":true,"template":"","format":"standard","meta":{"_eb_attr":"","_uag_custom_page_level_css":"","footnotes":""},"categories":[13],"tags":[],"class_list":["post-31758","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) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) Trading Dashboard Update: Take profit on Ross Stores (ROST US) at US$122 and Seatrium (STM SP) at S$0.144. Stop loss on Starbucks (SBUX US) at US$95. Add ThaiBev (THBEV SP) at S$0.58\" \/>\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-25-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\u670825\u65e5:UMS \u63a7\u80a1 (UMSH SP), \u4e1c\u65b9\u7504\u9009 (1797 HK), \u5e15\u5170\u6cf0\u5c14\u6280\u672f (PLTR 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) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) Trading Dashboard Update: Take profit on Ross Stores (ROST US) at US$122 and Seatrium (STM SP) at S$0.144. Stop loss on Starbucks (SBUX US) at US$95. Add ThaiBev (THBEV SP) at S$0.58\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-25-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=\"2023-08-24T23:39:00+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2023-08-25T02:10:24+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2023\u5e7408\u670825\u65e5:UMS \u63a7\u80a1 (UMSH SP), \u4e1c\u65b9\u7504\u9009 (1797 HK), \u5e15\u5170\u6cf0\u5c14\u6280\u672f (PLTR 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) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) Trading Dashboard Update: Take profit on Ross Stores (ROST US) at US$122 and Seatrium (STM SP) at S$0.144. Stop loss on Starbucks (SBUX US) at US$95. Add ThaiBev (THBEV SP) at S$0.58\" \/>\n\t\t<meta name=\"twitter:image\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<script type=\"application\/ld+json\" class=\"aioseo-schema\">\n\t\t\t{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"BlogPosting\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-25-aug-2023-zh\\\/#blogposting\",\"name\":\"2023\\u5e7408\\u670825\\u65e5:UMS \\u63a7\\u80a1 (UMSH SP), \\u4e1c\\u65b9\\u7504\\u9009 (1797 HK), \\u5e15\\u5170\\u6cf0\\u5c14\\u6280\\u672f (PLTR US) \\u2022 KGI Singapore Research\",\"headline\":\"2023\\u5e7408\\u670825\\u65e5:UMS \\u63a7\\u80a1 (UMSH SP), \\u4e1c\\u65b9\\u7504\\u9009 (1797 HK), \\u5e15\\u5170\\u6cf0\\u5c14\\u6280\\u672f (PLTR 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