{"id":31909,"date":"2023-08-28T10:20:00","date_gmt":"2023-08-28T02:20:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=31909"},"modified":"2023-08-28T10:28:09","modified_gmt":"2023-08-28T02:28:09","slug":"kgi-daily-trading-ideas-28-aug-2023-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-28-aug-2023-zh\/","title":{"rendered":"2023\u5e7408\u670828\u65e5:UMS \u63a7\u80a1 (UMSH SP), \u4e2d\u56fd\u6d77\u6d0b\u77f3\u6cb9 (883 HK), \u793c\u6765 (LLY 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-31909-_fginbsn8cd1z\"><\/a><a id=\"post-31909-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1158\" height=\"621\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-634.png\" alt=\"\" class=\"wp-image-31948\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-634.png 1158w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-634-300x161.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-634-1024x549.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-634-768x412.png 768w\" sizes=\"(max-width: 1158px) 100vw, 1158px\" \/><\/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.straitstimes.com\/business\/companies-markets\/us-stocks-rise-after-digesting-moderate-powell-speech\">US stocks rise after digesting moderate Powell speech<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.reuters.com\/markets\/us\/wall-st-week-ahead-historically-stormy-month-september-may-test-us-stock-rally-2023-08-25\/\">Wall St Week Ahead Historically stormy month of September may test US stock rally<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.channelnewsasia.com\/business\/united-states-federal-reserve-may-raise-interest-rates-ensure-inflation-contained-jerome-powell-3725406\">Fed\u2019s Powell says higher rates may be needed, will move \u2018carefully\u2019<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.businesstimes.com.sg\/companies-markets\/meta-faces-backlash-over-canada-news-block-wildfires-rage\">Meta faces backlash over Canada news block as wildfires rage<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"http:\/\/businesstimes.com.sg\/companies-markets\/powell-pushes-dollar-longest-weekly-win-streak-15-months\">Powell pushes dollar to longest weekly win streak in 15 months<\/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-635.png\" alt=\"\" class=\"wp-image-31949\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-635.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-635-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31909-_qqv3rtx8nazp\"><\/a><a id=\"post-31909-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1643\" height=\"880\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-636.png\" alt=\"\" class=\"wp-image-31950\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-636.png 1643w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-636-300x161.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-636-1024x548.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-636-768x411.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-636-1536x823.png 1536w\" sizes=\"(max-width: 1643px) 100vw, 1643px\" \/><\/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.channelnewsasia.com\/business\/exclusive-china-plans-cut-stamp-duty-stock-trading-50-revive-sentiment-sources-3724016\">Exclusive-China plans to cut stamp duty on stock trading by up to 50% to revive sentiment-sources<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.reuters.com\/markets\/commodities\/chinas-biggest-salt-maker-urges-public-not-panic-buy-after-fukushima-discharge-2023-08-25\/\">China\u2019s biggest salt maker urges public not to panic buy after Fukushima discharge<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.straitstimes.com\/asia\/east-asia\/china-real-estate-agents-turn-to-live-streaming-for-a-leg-up-in-a-downturn\">China real estate agents turn to live streaming for leg up in downturn<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.channelnewsasia.com\/business\/china-issues-detailed-rules-securing-first-home-mortgages-3723916\">China issues detailed rules on securing first-home mortgages<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.channelnewsasia.com\/business\/exclusive-china-steps-yuan-defence-bond-limit-guidance-sources-3723506\">Exclusive-China asks banks to limit some Connect bond outflows \u2013 sources<\/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-637.png\" alt=\"\" class=\"wp-image-31951\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-637.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-637-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-31909-_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-638.png\" class=\"wp-image-31953\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-638.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-638-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><a id=\"post-31909-_wz95sdohht5q\"><\/a><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31909-_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\uff1a1.18\uff0c\u76ee\u6807\u4ef7\uff1a1.30\uff0c\u6b62\u635f\u4ef7\uff1a1.12<\/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>\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\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-639.png\" class=\"wp-image-31954\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-639.png 1253w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-639-300x174.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-639-1024x592.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-639-768x444.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-640.png\" alt=\"\" class=\"wp-image-31955\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-640.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-640-300x64.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-641.png\" alt=\"\" class=\"wp-image-31956\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-641.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-641-300x190.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-641-1024x648.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-641-768x486.png 768w\" sizes=\"(max-width: 1226px) 100vw, 1226px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31909-_aa3zpzj9s704\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-642.png\" class=\"wp-image-31957\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-642.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-642-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31909-_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>\u91cd\u7533\u4e70\u5165\u4ef7\uff1a0.140\uff0c\u76ee\u6807\u4ef7\uff1a0.150\uff0c\u6b62\u635f\u4ef7\uff1a0.135<\/strong>\n  <\/li><li>\n    \u6d77\u5ead\u63d0\u4f9b\u6d77\u4e0a\u548c\u6d77\u6d0b\u5de5\u7a0b\u89e3\u51b3\u65b9\u6848\u3002\u5b83\u901a\u8fc7\u4e24\u4e2a\u90e8\u95e8\u8fd0\u8425:\u94bb\u673a\u548c\u6d6e\u5b50\uff0c\u7ef4\u4fee\u548c\u5347\u7ea7\uff0c\u6d77\u4e0a\u5e73\u53f0\u548c\u4e13\u4e1a\u9020\u8239\uff1b\u548c\u79df\u8239\u3002\n  <\/li><li><strong>\u8ba2\u5355\u4f9d\u7136\u5f3a\u52b2\u3002<\/strong>\u51ed\u501f\u6e90\u6e90\u4e0d\u65ad\u7684\u8ba2\u5355\uff0c\u8be5\u516c\u53f8\u83b7\u5f97\u4e86\u6bcf\u5e7443\u4ebf\u65b0\u5143\u7684\u65b0\u5408\u540c\u3002\u8be5\u516c\u53f8\u7684\u51c0\u8ba2\u5355\u989d\u4e3a197\u4ebf\u65b0\u5143\uff0c\u52302030\u5e74\u7684\u9879\u76ee\u5c06\u5305\u62ec40%\u7684\u53ef\u518d\u751f\u80fd\u6e90\u548c\u66f4\u6e05\u6d01\/\u7eff\u8272\u89e3\u51b3\u65b9\u6848\u3002\u6b64\u5916\uff0c\u5b83\u8fd8\u5c55\u793a\u4e86\u5f3a\u5927\u7684\u8fd0\u8425\u4e1a\u7ee9\u548c\u4ea4\u4ed8\u9879\u76ee\u7684\u8ddf\u8e2a\u8bb0\u5f55\u3002\n  <\/li><li><strong>\u80a1\u7968\u56de\u8d2d\u3002<\/strong>\u8fd9\u662f\u6d77\u5ead\u7b2c\u4e8c\u6b21\u56de\u8d2d\u80a1\u7968\u30028\u67084\u65e5\uff0c\u8be5\u516c\u53f8\u4ee5\u6bcf\u80a113.4\u65b0\u5206\u7684\u4ef7\u683c\u56de\u8d2d\u4e862000\u4e07\u80a1\u80a1\u7968\u3002\u6b64\u524d\uff0c\u8be5\u516c\u53f8\u4e8e6\u670812\u65e5\u9996\u6b21\u56de\u8d2d\u4e86120\u4e07\u80a1\u80a1\u7968\uff0c\u6bcf\u80a1\u4ef7\u683c\u4e3a12.4\u65b0\u5206\u3002\n  <\/li><li><strong>\u79bb\u5cb8\u5e02\u573a\u6709\u671b\u8d70\u5f3a\u3002<\/strong>\u9884\u8ba1\u6d77\u5ead\u5c06\u53d7\u76ca\u4e8e\u4e0d\u65ad\u589e\u5f3a\u7684\u79bb\u5cb8\u5e02\u573a\u3002\u4e1a\u5185\u4f30\u8ba1\uff0c2023\u5e74\u548c2024\u5e74\u6d77\u4e0a\u6cb9\u6c14\u8d44\u672c\u652f\u51fa\u5c06\u7ee7\u7eed\u589e\u957f\uff0c\u6570\u636e\u663e\u793a\uff0c\u6700\u65b0\u4e00\u4ee3\u94bb\u4e95\u8239\u7684\u65e5\u8d39\u7387\u76ee\u524d\u8d85\u8fc750\u4e07\u7f8e\u5143\/\u5929\uff0c\u6d3b\u8dc3\u7684\u6d77\u4e0a\u94bb\u4e95\u5e73\u53f0\u6570\u91cf\u540c\u6bd4\u589e\u957f8%\u3002\u8be5\u516c\u53f8\u62e5\u6709\u5f3a\u5927\u7684\u8ba2\u5355\uff0c\u8fdb\u5165\u65b0\u5e02\u573a\uff0c\u5e76\u6709\u80fd\u529b\u63a5\u53d7\u66f4\u591a\u9879\u76ee\uff0c\u5e76\u5e0c\u671b\u5b8c\u62102028\/29\u5e74\u7684\u751f\u4ea7\u8ba1\u5212\u3002\u6b64\u5916\uff0c\u7ecf\u6d4e\u6d3b\u52a8\u7684\u6b63\u5e38\u5316\u4e5f\u4f1a\u5bfc\u81f4\u66f4\u591a\u7684\u822a\u8fd0\u6d3b\u52a8\uff0c\u8fd9\u5c06\u5bf9\u6d77\u5ead\u7684\u7ef4\u4fee\/\u5347\u7ea7\u90e8\u95e8\u4ea7\u751f\u79ef\u6781\u5f71\u54cd\u3002\u8fd9\u4e9b\u56e0\u7d20\u5c06\u6709\u52a9\u4e8e\u63a8\u52a8\u6d77\u5ead\u672a\u6765\u7684\u589e\u957f\u548c\u80a1\u4ef7\u3002\n  <\/li><li><strong>\u9884\u8ba1\u4e0a\u6e38\u6cb9\u6c14\u8d44\u672c\u652f\u51fa\u5c06\u6e29\u548c\u589e\u957f\u3002<\/strong>\u5c3d\u7ba1\u81ea2022\u5e747\u6708\u4ee5\u6765\uff0c\u968f\u7740\u5168\u7403\u7ecf\u6d4e\u589e\u957f\u653e\u7f13\uff0c\u5c24\u5176\u662f\u4e2d\u56fd\u7ecf\u6d4e\u590d\u82cf\u653e\u7f13\uff0c\u6cb9\u4ef7\u5df2\u7ecf\u89c1\u9876\uff0c\u4f46\u6cb9\u6c14\u4e0a\u6e38\u652f\u51fa\u4ecd\u5728\u7ee7\u7eed\u3002\u5236\u88c1\u4e4b\u540e\uff0c\u77f3\u6cb9\u5de8\u5934\u52a0\u5feb\u4e86\u5728\u4fc4\u7f57\u65af\u5883\u5916\u52d8\u63a2\u548c\u5f00\u53d1\u77f3\u6cb9\u8d44\u6e90\u7684\u6b65\u4f10\u3002\u56e0\u6b64\uff0c2023\u81f32024\u5e74\u4e0a\u6e38\u8d44\u672c\u652f\u51fa\u4ecd\u6709\u6e29\u548c\u589e\u957f\u3002\n  <\/li><li><strong>\u9884\u8ba1\u4e0a\u6e38\u6cb9\u6c14\u8d44\u672c\u652f\u51fa\u5c06\u6e29\u548c\u589e\u957f\u3002<\/strong>\u5c3d\u7ba1\u4e2d\u56fd\u7684\u901a\u8d27\u7d27\u7f29\u5bfc\u81f4\u7ecf\u6d4e\u8d70\u5f31\uff0c\u4f46\u6cb9\u4ef7\u4e00\u76f4\u663e\u793a\u51fa\u53cd\u5f39\u7684\u8ff9\u8c61\u3002\u7136\u800c\uff0c\u8fd9\u4e9b\u62c5\u5fe7\u88ab\u7f8e\u56fd\u71c3\u6599\u5e93\u5b58\u6025\u5267\u4e0b\u964d\u4ee5\u53ca\u6c99\u7279\u548c\u4fc4\u7f57\u65af\u51cf\u4ea7\u6240\u62b5\u6d88\uff0c\u5c06\u6cb9\u4ef7\u63a8\u81f32023\u5e741\u6708\u4ee5\u6765\u7684\u9ad8\u4f4d\u3002\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u4e0a\u6e38\u7684\u652f\u51fa\u4e5f\u5728\u7ee7\u7eed\u3002\u5236\u88c1\u4e4b\u540e\uff0c\u77f3\u6cb9\u5de8\u5934\u52a0\u5feb\u4e86\u5728\u4fc4\u7f57\u65af\u5883\u5916\u52d8\u63a2\u548c\u5f00\u53d1\u77f3\u6cb9\u8d44\u6e90\u7684\u6b65\u4f10\u3002\u56e0\u6b64\uff0c\u57282023\/2024\u5e74\u671f\u95f4\uff0c\u4e0a\u6e38\u8d44\u672c\u652f\u51fa\u4ecd\u6709\u6e29\u548c\u589e\u957f\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5168\u7403\u4e0a\u6e38\u6cb9\u6c14\u8d44\u672c\u652f\u51fa<\/strong>\n<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\n  <img loading=\"lazy\" decoding=\"async\" width=\"1048\" height=\"623\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-643.png\" class=\"wp-image-31958\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-643.png 1048w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-643-300x178.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-643-1024x609.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-643-768x457.png 768w\" sizes=\"(max-width: 1048px) 100vw, 1048px\" \/>\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u589e\u957f164%\uff0c\u4ece\u53bb\u5e74\u768411\u4ebf\u65b0\u5143\u589e\u81f329\u4ebf\u65b0\u5143\u3002\u7531\u4e8e\u5408\u540c\u548c\u5408\u5e76\u8d39\u7528\u7684\u62e8\u5907\uff0c\u51c0\u4e8f\u635f\u8fbe- 2.64\u4ebf\u65b0\u5143\u3002\u8be5\u96c6\u56e2\u57282023\u5e74\u4e0a\u534a\u5e74\u7684EBITDA\u4e3a2700\u4e07\u65b0\u5143\uff0c\u9ad8\u4e8e\u53bb\u5e74\u540c\u671f\u7684\u8d1f1900\u4e07\u65b0\u5143\u3002\u4e0d\u8ba1\u5408\u540c\u548c\u5408\u5e76\u8d39\u7528\u62e8\u5907\u7684EBITDA\u4e3a2.58\u4ebf\u65b0\u5143\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-644.png\" alt=\"\" class=\"wp-image-31959\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-644.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-644-300x64.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-645.png\" alt=\"\" class=\"wp-image-31960\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-645.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-645-300x190.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-645-1024x648.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-645-768x486.png 768w\" sizes=\"(max-width: 1226px) 100vw, 1226px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31909-_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-646.png\" class=\"wp-image-31961\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-646.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-646-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-31909-_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-647.png\" class=\"wp-image-31962\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-647.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-647-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31909-_bys537v6t4yf\"><\/a><a id=\"post-31909-_2jbsg19prh31\"><\/a><strong>\u4e2d\u56fd\u6d77\u6d0b\u77f3\u6cb9 (883 HK)\uff1a\u5728\u5e02\u573a\u4f4e\u8ff7\u7684\u60c5\u51b5\u4e0b\uff0c\u9ad8\u80a1\u606f\u6536\u76ca\u7387<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a12.8\uff0c\u76ee\u6807\u4ef7\uff1a14.0\uff0c\u6b62\u635f\u4ef7\uff1a12.2<\/strong>\n  <\/li><li>\n    \u4e2d\u56fd\u6d77\u6d0b\u77f3\u6cb9\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u539f\u6cb9\u548c\u5929\u7136\u6c14\u7684\u52d8\u63a2\u3001\u751f\u4ea7\u53ca\u9500\u552e\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u7ecf\u8425\u4e09\u4e2a\u5206\u90e8\u3002\u52d8\u63a2\u53ca\u751f\u4ea7\u5206\u90e8\u4ece\u4e8b\u5e38\u89c4\u6cb9\u6c14\u4e1a\u52a1\u3001\u9875\u5ca9\u6cb9\u6c14\u4e1a\u52a1\u3001\u6cb9\u7802\u4e1a\u52a1\u548c\u5176\u4ed6\u975e\u5e38\u89c4\u6cb9\u6c14\u4e1a\u52a1\u3002\u8d38\u6613\u4e1a\u52a1\u5206\u90e8\u4ece\u4e8b\u539f\u6cb9\u8f6c\u53e3\u8d38\u6613\u4e1a\u52a1\u3002\u516c\u53f8\u4e1a\u52a1\u5206\u90e8\u4ece\u4e8b\u603b\u90e8\u7ba1\u7406\u3001\u8d44\u91d1\u7ba1\u7406\u4ee5\u53ca\u7814\u7a76\u5f00\u53d1\u7b49\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u5728\u4e2d\u56fd\u3001\u52a0\u62ff\u5927\u3001\u7f8e\u56fd\u3001\u82f1\u56fd\u3001\u5c3c\u65e5\u5229\u4e9a\u4ee5\u53ca\u5df4\u897f\u7b49\u5730\u5f00\u5c55\u4e1a\u52a1\u3002\n  <\/li><li><strong>\u77f3\u6cb9\u9700\u6c42\u5c06\u8d85\u8fc7\u4f9b\u5e94\u3002<\/strong>\u6839\u636e\u56fd\u9645\u80fd\u6e90\u7f72(IEA)\u7684\u6570\u636e\uff0c\u5168\u7403\u77f3\u6cb9\u9700\u6c42\u57286\u6708\u4efd\u8fbe\u5230\u521b\u7eaa\u5f55\u76841.03\u4ebf\u6876\/\u65e5\uff0c\u5e76\u6709\u671b\u57288\u6708\u4efd\u518d\u6b21\u8fbe\u5230\u5cf0\u503c\u3002\u77f3\u6cb9\u9700\u6c42\u589e\u52a0\u7684\u539f\u56e0\u662f\u53d1\u8fbe\u56fd\u5bb6\u7684\u7ecf\u6d4e\u589e\u957f\u5f3a\u4e8e\u9884\u671f\uff0c\u590f\u5b63\u822a\u7a7a\u65c5\u884c\u65fa\u76db\uff0c\u4ee5\u53ca\u4e2d\u56fd\u77f3\u6cb9\u6d88\u8d39(\u5c24\u5176\u662f\u77f3\u5316\u751f\u4ea7)\u6fc0\u589e\u3002\u6b64\u5916\uff0c\u5305\u62ec\u6c99\u7279\u963f\u62c9\u4f2f\u5728\u5185\u7684\u4e3b\u8981\u4ea7\u6cb9\u56fd\u5927\u5e45\u51cf\u4ea7\uff0c\u5728\u4e0d\u4e45\u7684\u5c06\u6765\u5c06\u8fdb\u4e00\u6b65\u63a8\u9ad8\u6cb9\u4ef7\u3002\u7531\u4e8e\u4f9b\u5e94\u5b58\u5728\u4e0d\u786e\u5b9a\u6027\uff0c\u4e14\u6c99\u7279\u7684\u76ee\u6807\u662f\u8fdb\u4e00\u6b65\u51cf\u5c11\u5168\u7403\u5e93\u5b58\uff0c\u8be5\u56fd\u8fd8\u53ef\u80fd\u5c06\u81ea\u613f\u51cf\u4ea7100\u4e07\u6876\/\u65e5\u7684\u8ba1\u5212\u8fde\u7eed\u7b2c\u4e09\u4e2a\u6708\u5ef6\u957f\u81f310\u6708\u4efd\u3002\u56e0\u6b64\uff0c\u9884\u8ba1\u5e02\u573a\u5185\u7684\u77f3\u6cb9\u6210\u672c\u5c06\u4f1a\u589e\u52a0\u3002\n  <\/li><li><strong>\u5f00\u542f\u71c3\u6cb9\u4e1a\u52a1\u3002<\/strong>\u8fd1\u65e5\uff0c\u4e2d\u6d77\u6cb9\u548cpavilion Energy\u5728\u4e2d\u56fd\u6210\u529f\u5b8c\u6210\u4e86\u9996\u6b21\u8239\u5bf9\u8239\u6db2\u5316\u5929\u7136\u6c14\u52a0\u6ce8\u4f5c\u4e1a\u3002\u8be5\u884c\u52a8\u662f\u5728\u4e2d\u56fd\u6c34\u57df\u7684\u4e00\u4e2a\u951a\u5730\u8fdb\u884c\u7684\uff0c\u6d89\u53ca\u5411\u65b0\u5efa\u7684\u53cc\u71c3\u6599VLCC Maran Dione\u4ea4\u4ed8\u6db2\u5316\u5929\u7136\u6c14\u3002\u8fd9\u5bf9\u4e2d\u6d77\u6cb9\u6765\u8bf4\u662f\u4e00\u4e2a\u91cd\u8981\u7684\u91cc\u7a0b\u7891\uff0c\u56e0\u4e3a\u8fd9\u662f\u8be5\u516c\u53f8\u9996\u6b21\u5728\u4e2d\u56fd\u6c34\u57df\u7684\u951a\u5730\u5411\u4e00\u8258\u6db2\u5316\u5929\u7136\u6c14\u52a8\u529b\u7684\u8d85\u5927\u578b\u6cb9\u8f6e\u4ea4\u4ed8\u8d27\u7269\u3002\u6b64\u6b21\u4f5c\u4e1a\u7684\u6210\u529f\u53ef\u80fd\u4e3a\u66f4\u591a\u6563\u8d27\u8239\u548c\u6210\u54c1\u6cb9\u8239\u5728\u4e2d\u56fd\u6e2f\u53e3\u7684\u951a\u5730\u8fdb\u884c\u6db2\u5316\u5929\u7136\u6c14\u52a0\u6ce8\u4f5c\u4e1a\u94fa\u5e73\u9053\u8def\uff0c\u53ef\u80fd\u4e3a\u4e2d\u6d77\u6cb9\u5e26\u6765\u66f4\u591a\u9500\u91cf\u3002\n  <\/li><li><strong>\u53d1\u73b0\u4e86\u66f4\u591a\u7684\u77f3\u6cb9\u4f9b\u5e94\u3002<\/strong>\u4f5c\u4e3a\u8fd1\u671f\u8ba1\u5212\u7684\u4e00\u90e8\u5206\uff0c\u4e2d\u6d77\u6cb9\u6253\u7b97\u5728\u5766\u6851\u5c3c\u4e9a\u5f00\u5c55\u6d77\u4e0a\u52d8\u63a2\u3002\u8fd9\u4e00\u8ba1\u5212\u6e90\u4e8e\u4e2d\u6d77\u6cb9\u4e0e\u5766\u6851\u5c3c\u4e9a\u77f3\u6cb9\u5f00\u53d1\u516c\u53f8(TPDC)\u4e4b\u95f4\u7684\u4e00\u9879\u534f\u8bae\u3002\u4e24\u5bb6\u516c\u53f8\u4e4b\u95f4\u7684\u5408\u4f5c\u5c06\u6d89\u53ca\u5728TPDC\u62e5\u6709\u7684\u6df1\u6d77\u533a\u5757\u8fdb\u884c\u5730\u9707\u7814\u7a76\u3002\u5766\u6851\u5c3c\u4e9a\u6b63\u5728\u79ef\u6781\u5f00\u53d1\u5176\u5929\u7136\u6c14\u8d44\u6e90\uff0c\u6700\u8fd1\u4e0e\u4e3b\u8981\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u516c\u53f8\u5efa\u7acb\u4e86\u4f19\u4f34\u5173\u7cfb\uff0c\u4ee5\u5efa\u8bbe\u4e00\u4e2a\u5927\u578b\u6db2\u5316\u5929\u7136\u6c14(LNG)\u51fa\u53e3\u7ec8\u7aef\u3002\u5efa\u7acb\u6db2\u5316\u5929\u7136\u6c14\u51fa\u53e3\u7ec8\u7aef\u7684\u76ee\u7684\u662f\u6ee1\u8db3\u6b27\u6d32\u5bf9\u6db2\u5316\u5929\u7136\u6c14\u65e5\u76ca\u589e\u957f\u7684\u9700\u6c42\uff0c\u56e0\u4e3a\u8be5\u5730\u533a\u7684\u76ee\u6807\u662f\u52302027\u5e74\u5b9e\u73b0\u5929\u7136\u6c14\u4f9b\u5e94\u591a\u6837\u5316\uff0c\u51cf\u5c11\u5bf9\u4fc4\u7f57\u65af\u7ba1\u9053\u7684\u4f9d\u8d56\uff0c\u6700\u8fd1\u4e00\u76f4\u9762\u4e34\u77f3\u6cb9\u4f9b\u5e94\u51cf\u5c11\u7684\u538b\u529b\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u3002<\/strong>\u8425\u6536\u4e3a1,516.9\u4ebf\u5143\uff0c\u540c\u6bd4\u4e0b\u964d14.1%\u3002\u51c0\u5229\u6da6\u4e3a637.6\u4ebf\u5143\uff0c\u540c\u6bd4\u4e0b\u964d11.3%\u3002\u644a\u8584\u53ca\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4e3a\u4eba\u6c11\u5e011.34\u5143\uff0c\u540c\u6bd4\u4e0b\u964d14.7%\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>23\/24\u8d22\u5e74\u9884\u671f\u80a1\u606f\u6536\u76ca\u7387\u4e3a9.9%\/10%\u3002<strong><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-648.png\" class=\"wp-image-31963\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-648.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-648-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong>\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u80a1\u4ef7\u4e0e\u5e03\u4f26\u7279\u539f\u6cb9\u4ef7\u683c\u7684\u76f8\u5173\u6027<\/strong>\n<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"1080\" height=\"619\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-649.png\" class=\"wp-image-31965\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-649.png 1080w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-649-300x172.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-649-1024x587.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-649-768x440.png 768w\" sizes=\"(max-width: 1080px) 100vw, 1080px\" \/><\/strong>\n  (Source: Bloomberg)\n<\/p>\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-650.png\" alt=\"\" class=\"wp-image-31966\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-650.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-650-300x175.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-650-1024x599.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-650-768x449.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-31909-_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-651.png\" class=\"wp-image-31967\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-651.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-651-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31909-_togaqh8gl80l\"><\/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>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a12.8\uff0c\u76ee\u6807\u4ef7\uff1a14.0\uff0c\u6b62\u635f\u4ef7\uff1a12.2<\/strong>\n  <\/li><li>\n    \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\n  <\/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\n  <\/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\n  <\/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\n  <\/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\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-652.png\" class=\"wp-image-31968\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-652.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-652-300x64.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=\"719\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-653.png\" alt=\"\" class=\"wp-image-31969\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-653.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-653-300x175.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-653-1024x599.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-653-768x449.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-31909-_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-654.png\" class=\"wp-image-31970\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-654.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-654-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-31909-_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-655.png\" class=\"wp-image-31971\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-655.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-655-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-655-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31909-_jfobo2m1urtt\"><\/a><strong>\u793c\u6765 (LLY US)\uff1a\u7814\u53d1\u6210\u529f<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\u4ef7\uff1a550\uff0c\u76ee\u6807\u4ef7\uff1a580\uff0c\u6b62\u635f\u4ef7\uff1a535<\/strong>\n  <\/li><li>\n    \u793c\u6765\u516c\u53f8\u4e3a\u4eba\u7c7b\u548c\u52a8\u7269\u53d1\u73b0\u3001\u5f00\u53d1\u3001\u5236\u9020\u548c\u9500\u552e\u533b\u836f\u4ea7\u54c1\u3002\u516c\u53f8\u4ea7\u54c1\u8fdc\u9500\u4e16\u754c\u5404\u56fd\u3002\u793c\u6765\u516c\u53f8\u7684\u4ea7\u54c1\u5305\u62ec\u795e\u7ecf\u79d1\u5b66\u3001\u5185\u5206\u6ccc\u3001\u6297\u611f\u67d3\u3001\u5fc3\u8840\u7ba1\u836f\u7269\u3001\u80bf\u7624\u5b66\u548c\u52a8\u7269\u4fdd\u5065\u4ea7\u54c1\u3002\n  <\/li><li><strong>\u7532\u72b6\u817a\u764c\u836f\u7269\u8fdb\u5c55\u987a\u5229\u3002<\/strong>\u793c\u6765\u516c\u53f8\u7684\u6297\u764c\u836f\u7269Retevmo\u5728\u4e00\u9879\u9488\u5bf9\u7532\u72b6\u817a\u764c\u7684\u7814\u7a76\u4e2d\u901a\u8fc7\u4e86\u65e0\u8fdb\u5c55\u751f\u5b58\u671f(PFS)\u76843\u671f\u8bd5\u9a8c\u3002\u8fd9\u9879\u540d\u4e3aLIBRETTO-531\u7684\u8bd5\u9a8c\u663e\u793a\uff0c\u4e0e\u63a5\u53d7\u5176\u4ed6\u6cbb\u7597\u7684\u60a3\u8005\u76f8\u6bd4\uff0c\u670d\u7528Retevmo\u7684\u60a3\u8005\u5728\u764c\u75c7\u6ca1\u6709\u6076\u5316\u65b9\u9762\u6709\u66f4\u597d\u7684\u7ed3\u679c\u3002\u8be5\u8bd5\u9a8c\u4e3b\u8981\u9488\u5bf9\u665a\u671f\u7532\u72b6\u817a\u764c\u60a3\u8005\u3002Retevmo\u7684\u5b89\u5168\u4e00\u5982\u9884\u671f\u3002\u793c\u6765\u516c\u53f8\u8ba1\u5212\u4e0e\u5176\u4ed6\u4e13\u5bb6\u548c\u536b\u751f\u5f53\u5c40\u5206\u4eab\u7814\u7a76\u7ed3\u679c\u3002Retevmo\u4e8e2022\u5e74\u83b7\u5f97FDA\u6279\u51c6\uff0c\u7528\u4e8e\u67d0\u4e9b\u7c7b\u578b\u7684\u665a\u671f\u764c\u75c7\u3002\u968f\u7740\u836f\u7269\u5f00\u53d1\u7684\u4e0d\u65ad\u6210\u529f\u548c\u8fdb\u6b65\uff0c\u8be5\u516c\u53f8\u53ef\u80fd\u4f1a\u589e\u52a0\u4ed6\u4eec\u7684\u6536\u5165\u3002\n  <\/li><li><strong>\u836f\u7269\u7684\u6210\u529f\u3002<\/strong>\u793c\u6765\u516c\u53f8\u7684\u7cd6\u5c3f\u75c5\u836f\u7269Mounjaro\u57282013\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7684\u9500\u552e\u989d\u8fbe\u52309.997\u4ebf\u7f8e\u5143\uff0c\u8f83\u53bb\u5e74\u540c\u671f\u76841600\u4e07\u7f8e\u5143\u5927\u5e45\u589e\u957f\u3002Mounjaro\u6700\u521d\u7528\u4e8e\u6cbb\u7597\u7cd6\u5c3f\u75c5\uff0c\u73b0\u5728\u4e5f\u88ab\u7528\u4e8e\u51cf\u80a5\u3002\u5c3d\u7ba1\u52aa\u529b\u63d0\u9ad8\u5236\u9020\u80fd\u529b\uff0c\u4f46\u7531\u4e8e\u9700\u6c42\u65fa\u76db\uff0c\u9884\u8ba1\u4f9b\u5e94\u5c06\u9762\u4e34\u6311\u6218\u3002\u4e73\u817a\u764c\u836f\u7269Verzenio\u7684\u9500\u552e\u989d\u589e\u957f\u4e8657%\uff0c\u8fbe\u52309.268\u4ebf\u7f8e\u5143\uff0cJardiance\u7684\u9500\u552e\u989d\u589e\u957f\u4e8645%\uff0c\u8fbe\u52306.683\u4ebf\u7f8e\u5143\u3002\u7136\u800c\uff0c\u7531\u4e8e\u4e13\u5229\u5230\u671f\uff0c\u6297\u764c\u836f\u7269Alimta\u7684\u9500\u552e\u989d\u4e0b\u964d\u4e8673%\uff0c\u81f36090\u4e07\u7f8e\u5143\u3002\u7531\u4e8eFDA\u7684\u884c\u52a8\uff0cCovid-19\u6297\u4f53\u6cbb\u7597\u836f\u7269\u7684\u9500\u552e\u7f3a\u5931\u3002\u793c\u6765\u9884\u8ba1\uff0c\u968f\u7740\u6311\u6218\u7684\u7f13\u89e3\uff0c\u672a\u6765\u5c06\u5b9e\u73b0\u5f3a\u52b2\u589e\u957f\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u6536\u76ca\u56de\u987e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u589e\u957f28.0%\uff0c\u8fbe\u523083.1\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f7\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca2.11\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.11\u7f8e\u5143\u3002\u65b0\u836f\u54c1\u57282013\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u8d21\u732e\u4e8610\u4ebf\u7f8e\u5143\u7684\u6536\u5165\uff0c\u4e3b\u8981\u7531Mounjaro\u8d21\u732e\u3002\u589e\u957f\u578b\u836f\u54c1\u7684\u6536\u5165\u57282013\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u589e\u957f\u4e8616%\uff0c\u8fbe\u523049.3\u4ebf\u7f8e\u5143\uff0c\u7531Verzenio, Jardiance\u548cTaltz\u8d21\u732e\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-656.png\" class=\"wp-image-31972\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-656.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-656-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong>\n  <\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31909-_who2t6xmqb2m\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"719\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-657.png\" class=\"wp-image-31974\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-657.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-657-300x175.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-657-1024x599.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-657-768x449.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/h3>\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-31909-_k6bubwvkl8o3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-658.png\" class=\"wp-image-31976\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-658.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-658-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-658-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-31909-_k2a3pvdk4x78\"><\/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>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a14.8\uff08\u4e70\u5165\u6b62\u635f\uff09\uff0c\u76ee\u6807\u4ef7\uff1a17.0\uff0c\u6b62\u635f\u4ef7\uff1a13.7<\/strong>\n  <\/li><li>\n    \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\n  <\/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\n  <\/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\n  <\/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\n  <\/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\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-659.png\" class=\"wp-image-31977\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-659.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-659-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong>\n  <\/li><\/ul>\n\n\n\n<h5 class=\"has-text-align-center wp-block-heading\"><a id=\"post-31909-_me6fpjoo2gwq\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"719\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-660.png\" class=\"wp-image-31978\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-660.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-660-300x175.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-660-1024x599.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-660-768x449.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/>(Source: Bloomberg)<\/h5>\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-31909-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-661.png\" class=\"wp-image-31979\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-661.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-661-300x64.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-662.png\" alt=\"\" class=\"wp-image-31980\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-662.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-662-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Add UMS (UMSH SP) at S$1.18, Seatrium (STM SP) at S$0.140, and Easy Buy (1797 HK) at HK$42.0. Take profit on Bumitama Agri (BAL SP) at S$0.575. Cut loss on China Aviation Oil (CAO SP) at S$0.895 and Boeing (BA US) at US$220.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"443\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-663.png\" alt=\"\" class=\"wp-image-31981\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-663.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-663-300x141.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/08\/word-image-663-768x361.png 768w\" sizes=\"(max-width: 943px) 100vw, 943px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\">^ Back To Top<\/a> <\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><a href=\"https:\/\/t.me\/kgisg\"><img loading=\"lazy\" decoding=\"async\" width=\"520\" height=\"142\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/06\/word-image-433.png\" alt=\"\" class=\"wp-image-17077\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/06\/word-image-433.png 520w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/06\/word-image-433-300x82.png 300w\" sizes=\"(max-width: 520px) 100vw, 520px\" \/><\/a><\/figure><\/div>\n\n\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd News Feed 1. US stocks rise after digesting moderate Powell speech 2. Wall St Week Ahead Historically stormy month of September may test US stock rally 3. Fed\u2019s Powell says higher rates may be needed, will move \u2018carefully\u2019 4. Meta faces backlash over Canada news [&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-31909","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-kgi-daily-trading-ideas-chinese"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.8 - aioseo.com -->\n\t<meta name=\"description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) 23\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d14%\uff0c\u81f37,440\u4e07\u65b0\u5143\u3002\u6bdb\u6599\u5229\u6da6\u7387\u4ece51.7%\u964d\u81f346.3%\u3002\u7a0e\u540e\u53ca\u9664\u5c11\u6570\u80a1\u6743\u5229\u6da6\u540c\u6bd4\u589e\u957f42%\uff0c\u81f31,160\u4e07\u65b0\u5143\u3002\u51c0\u5229\u6da6\u7387\u4ece23.2%\u964d\u81f315.4%\u3002\u69df\u57ce\u7684\u65b0\u5de5\u5382\u9884\u8ba1\u5c06\u4e3a2024\u8d22\u5e74\u8d21\u732e\u81f3\u5c113,000\u4e07\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u5ba3\u5e03\u4e2d\u671f\u80a1\u606f\u4e3a1.2\u65b0\u5206\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) 23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f164%\uff0c\u4ece\u53bb\u5e74\u768411\u4ebf\u65b0\u5143\u589e\u81f329\u4ebf\u65b0\u5143\u3002\u7531\u4e8e\u5408\u540c\u548c\u5408\u5e76\u8d39\u7528\u7684\u62e8\u5907\uff0c\u51c0\u4e8f\u635f\u8fbe- 2.64\u4ebf\u65b0\u5143\u3002\u8be5\u96c6\u56e2\u57282023\u5e74\u4e0a\u534a\u5e74\u7684EBITDA\u4e3a2700\u4e07\u65b0\u5143\uff0c\u9ad8\u4e8e\u53bb\u5e74\u540c\u671f\u7684\u8d1f1900\u4e07\u65b0\u5143\u3002\u4e0d\u8ba1\u5408\u540c\u548c\u5408\u5e76\u8d39\u7528\u62e8\u5907\u7684EBITDA\u4e3a2.58\u4ebf\u65b0\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) Trading Dashboard Update: Add UMS (UMSH SP) at S$1.18, Seatrium (STM SP) at S$0.140, and Easy Buy (1797 HK) at HK$42.0.\" \/>\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-28-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\u670828\u65e5:UMS \u63a7\u80a1 (UMSH SP), \u4e2d\u56fd\u6d77\u6d0b\u77f3\u6cb9 (883 HK), \u793c\u6765 (LLY US) \u2022 KGI Singapore Research\" \/>\n\t\t<meta property=\"og:description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) 23\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d14%\uff0c\u81f37,440\u4e07\u65b0\u5143\u3002\u6bdb\u6599\u5229\u6da6\u7387\u4ece51.7%\u964d\u81f346.3%\u3002\u7a0e\u540e\u53ca\u9664\u5c11\u6570\u80a1\u6743\u5229\u6da6\u540c\u6bd4\u589e\u957f42%\uff0c\u81f31,160\u4e07\u65b0\u5143\u3002\u51c0\u5229\u6da6\u7387\u4ece23.2%\u964d\u81f315.4%\u3002\u69df\u57ce\u7684\u65b0\u5de5\u5382\u9884\u8ba1\u5c06\u4e3a2024\u8d22\u5e74\u8d21\u732e\u81f3\u5c113,000\u4e07\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u5ba3\u5e03\u4e2d\u671f\u80a1\u606f\u4e3a1.2\u65b0\u5206\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) 23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f164%\uff0c\u4ece\u53bb\u5e74\u768411\u4ebf\u65b0\u5143\u589e\u81f329\u4ebf\u65b0\u5143\u3002\u7531\u4e8e\u5408\u540c\u548c\u5408\u5e76\u8d39\u7528\u7684\u62e8\u5907\uff0c\u51c0\u4e8f\u635f\u8fbe- 2.64\u4ebf\u65b0\u5143\u3002\u8be5\u96c6\u56e2\u57282023\u5e74\u4e0a\u534a\u5e74\u7684EBITDA\u4e3a2700\u4e07\u65b0\u5143\uff0c\u9ad8\u4e8e\u53bb\u5e74\u540c\u671f\u7684\u8d1f1900\u4e07\u65b0\u5143\u3002\u4e0d\u8ba1\u5408\u540c\u548c\u5408\u5e76\u8d39\u7528\u62e8\u5907\u7684EBITDA\u4e3a2.58\u4ebf\u65b0\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) Trading Dashboard Update: Add UMS (UMSH SP) at S$1.18, Seatrium (STM SP) at S$0.140, and Easy Buy (1797 HK) at HK$42.0.\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-28-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=\"2023-08-28T02:20:00+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2023-08-28T02:28:09+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2023\u5e7408\u670828\u65e5:UMS \u63a7\u80a1 (UMSH SP), \u4e2d\u56fd\u6d77\u6d0b\u77f3\u6cb9 (883 HK), \u793c\u6765 (LLY US) \u2022 KGI Singapore Research\" \/>\n\t\t<meta name=\"twitter:description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) 23\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d14%\uff0c\u81f37,440\u4e07\u65b0\u5143\u3002\u6bdb\u6599\u5229\u6da6\u7387\u4ece51.7%\u964d\u81f346.3%\u3002\u7a0e\u540e\u53ca\u9664\u5c11\u6570\u80a1\u6743\u5229\u6da6\u540c\u6bd4\u589e\u957f42%\uff0c\u81f31,160\u4e07\u65b0\u5143\u3002\u51c0\u5229\u6da6\u7387\u4ece23.2%\u964d\u81f315.4%\u3002\u69df\u57ce\u7684\u65b0\u5de5\u5382\u9884\u8ba1\u5c06\u4e3a2024\u8d22\u5e74\u8d21\u732e\u81f3\u5c113,000\u4e07\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u5ba3\u5e03\u4e2d\u671f\u80a1\u606f\u4e3a1.2\u65b0\u5206\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) 23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f164%\uff0c\u4ece\u53bb\u5e74\u768411\u4ebf\u65b0\u5143\u589e\u81f329\u4ebf\u65b0\u5143\u3002\u7531\u4e8e\u5408\u540c\u548c\u5408\u5e76\u8d39\u7528\u7684\u62e8\u5907\uff0c\u51c0\u4e8f\u635f\u8fbe- 2.64\u4ebf\u65b0\u5143\u3002\u8be5\u96c6\u56e2\u57282023\u5e74\u4e0a\u534a\u5e74\u7684EBITDA\u4e3a2700\u4e07\u65b0\u5143\uff0c\u9ad8\u4e8e\u53bb\u5e74\u540c\u671f\u7684\u8d1f1900\u4e07\u65b0\u5143\u3002\u4e0d\u8ba1\u5408\u540c\u548c\u5408\u5e76\u8d39\u7528\u62e8\u5907\u7684EBITDA\u4e3a2.58\u4ebf\u65b0\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) Trading Dashboard Update: Add UMS (UMSH SP) at S$1.18, Seatrium (STM SP) at S$0.140, and Easy Buy (1797 HK) at HK$42.0.\" \/>\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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\\u7f8e\\u56fd \\u9999\\u6e2f ^ Back To Top (Source: Bloomberg) 23\\u8d22\\u5e74\\u7b2c\\u4e8c\\u5b63\\u5ea6\\u4e1a\\u7ee9\\u56de\\u987e\\u3002\\u8425\\u6536\\u540c\\u6bd4\\u4e0b\\u964d14%\\uff0c\\u81f37,440\\u4e07\\u65b0\\u5143\\u3002\\u6bdb\\u6599\\u5229\\u6da6\\u7387\\u4ece51.7%\\u964d\\u81f346.3%\\u3002\\u7a0e\\u540e\\u53ca\\u9664\\u5c11\\u6570\\u80a1\\u6743\\u5229\\u6da6\\u540c\\u6bd4\\u589e\\u957f42%\\uff0c\\u81f31,160\\u4e07\\u65b0\\u5143\\u3002\\u51c0\\u5229\\u6da6\\u7387\\u4ece23.2%\\u964d\\u81f315.4%\\u3002\\u69df\\u57ce\\u7684\\u65b0\\u5de5\\u5382\\u9884\\u8ba1\\u5c06\\u4e3a2024\\u8d22\\u5e74\\u8d21\\u732e\\u81f3\\u5c113,000\\u4e07\\u7f8e\\u5143\\u3002\\u8be5\\u516c\\u53f8\\u5ba3\\u5e03\\u4e2d\\u671f\\u80a1\\u606f\\u4e3a1.2\\u65b0\\u5206\\u3002 \\u5e02\\u573a\\u5171\\u8bc6\\u3002 (Source: Bloomberg) (Source: Bloomberg) 23\\u8d22\\u5e74\\u4e0a\\u534a\\u5e74\\u4e1a\\u7ee9\\u56de\\u987e\\u3002\\u8425\\u6536\\u540c\\u6bd4\\u589e\\u957f164%\\uff0c\\u4ece\\u53bb\\u5e74\\u768411\\u4ebf\\u65b0\\u5143\\u589e\\u81f329\\u4ebf\\u65b0\\u5143\\u3002\\u7531\\u4e8e\\u5408\\u540c\\u548c\\u5408\\u5e76\\u8d39\\u7528\\u7684\\u62e8\\u5907\\uff0c\\u51c0\\u4e8f\\u635f\\u8fbe- 2.64\\u4ebf\\u65b0\\u5143\\u3002\\u8be5\\u96c6\\u56e2\\u57282023\\u5e74\\u4e0a\\u534a\\u5e74\\u7684EBITDA\\u4e3a2700\\u4e07\\u65b0\\u5143\\uff0c\\u9ad8\\u4e8e\\u53bb\\u5e74\\u540c\\u671f\\u7684\\u8d1f1900\\u4e07\\u65b0\\u5143\\u3002\\u4e0d\\u8ba1\\u5408\\u540c\\u548c\\u5408\\u5e76\\u8d39\\u7528\\u62e8\\u5907\\u7684EBITDA\\u4e3a2.58\\u4ebf\\u65b0\\u5143\\u3002 \\u5e02\\u573a\\u5171\\u8bc6\\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) Trading Dashboard Update: Add UMS (UMSH SP) at S$1.18, Seatrium (STM SP) at S$0.140, and Easy Buy (1797 HK) at HK$42.0.\",\"inLanguage\":\"en-US\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#website\"},\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-28-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-28-aug-2023-zh\\\/#mainImage\",\"width\":300,\"height\":168},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-28-aug-2023-zh\\\/#mainImage\"},\"datePublished\":\"2023-08-28T10:20:00+08:00\",\"dateModified\":\"2023-08-28T10:28:09+08:00\"},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#website\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/\",\"name\":\"KGI 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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) 23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f164%\uff0c\u4ece\u53bb\u5e74\u768411\u4ebf\u65b0\u5143\u589e\u81f329\u4ebf\u65b0\u5143\u3002\u7531\u4e8e\u5408\u540c\u548c\u5408\u5e76\u8d39\u7528\u7684\u62e8\u5907\uff0c\u51c0\u4e8f\u635f\u8fbe- 2.64\u4ebf\u65b0\u5143\u3002\u8be5\u96c6\u56e2\u57282023\u5e74\u4e0a\u534a\u5e74\u7684EBITDA\u4e3a2700\u4e07\u65b0\u5143\uff0c\u9ad8\u4e8e\u53bb\u5e74\u540c\u671f\u7684\u8d1f1900\u4e07\u65b0\u5143\u3002\u4e0d\u8ba1\u5408\u540c\u548c\u5408\u5e76\u8d39\u7528\u62e8\u5907\u7684EBITDA\u4e3a2.58\u4ebf\u65b0\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) Trading Dashboard Update: Add UMS (UMSH SP) at S$1.18, Seatrium (STM SP) at S$0.140, and Easy Buy (1797 HK) at HK$42.0.","canonical_url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-28-aug-2023-zh\/","robots":"max-image-preview:large","keywords":"kgi daily trading ideas (chinese)","webmasterTools":{"miscellaneous":""},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"BlogPosting","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-28-aug-2023-zh\/#blogposting","name":"2023\u5e7408\u670828\u65e5:UMS \u63a7\u80a1 (UMSH SP), \u4e2d\u56fd\u6d77\u6d0b\u77f3\u6cb9 (883 HK), \u793c\u6765 (LLY US) \u2022 KGI Singapore Research","headline":"2023\u5e7408\u670828\u65e5:UMS \u63a7\u80a1 (UMSH SP), \u4e2d\u56fd\u6d77\u6d0b\u77f3\u6cb9 (883 HK), \u793c\u6765 (LLY US)","author":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/#author"},"publisher":{"@id":"https:\/\/www.kgieworld.sg\/research\/#organization"},"image":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/08\/Thumb02.jpg?wsr","width":300,"height":168},"datePublished":"2023-08-28T10:20:00+08:00","dateModified":"2023-08-28T10:28:09+08:00","inLanguage":"en-US","mainEntityOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-28-aug-2023-zh\/#webpage"},"isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-28-aug-2023-zh\/#webpage"},"articleSection":"KGI Daily Trading Ideas 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Tan"}},{"@type":"WebPage","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-28-aug-2023-zh\/#webpage","url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-28-aug-2023-zh\/","name":"2023\u5e7408\u670828\u65e5:UMS \u63a7\u80a1 (UMSH SP), \u4e2d\u56fd\u6d77\u6d0b\u77f3\u6cb9 (883 HK), \u793c\u6765 (LLY 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) 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) 23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f164%\uff0c\u4ece\u53bb\u5e74\u768411\u4ebf\u65b0\u5143\u589e\u81f329\u4ebf\u65b0\u5143\u3002\u7531\u4e8e\u5408\u540c\u548c\u5408\u5e76\u8d39\u7528\u7684\u62e8\u5907\uff0c\u51c0\u4e8f\u635f\u8fbe- 2.64\u4ebf\u65b0\u5143\u3002\u8be5\u96c6\u56e2\u57282023\u5e74\u4e0a\u534a\u5e74\u7684EBITDA\u4e3a2700\u4e07\u65b0\u5143\uff0c\u9ad8\u4e8e\u53bb\u5e74\u540c\u671f\u7684\u8d1f1900\u4e07\u65b0\u5143\u3002\u4e0d\u8ba1\u5408\u540c\u548c\u5408\u5e76\u8d39\u7528\u62e8\u5907\u7684EBITDA\u4e3a2.58\u4ebf\u65b0\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) Trading Dashboard Update: Add UMS (UMSH SP) at S$1.18, Seatrium (STM SP) at S$0.140, and Easy Buy (1797 HK) at HK$42.0.","inLanguage":"en-US","isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/#website"},"breadcrumb":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-28-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-28-aug-2023-zh\/#mainImage","width":300,"height":168},"primaryImageOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-28-aug-2023-zh\/#mainImage"},"datePublished":"2023-08-28T10:20:00+08:00","dateModified":"2023-08-28T10:28:09+08:00"},{"@type":"WebSite","@id":"https:\/\/www.kgieworld.sg\/research\/#website","url":"https:\/\/www.kgieworld.sg\/research\/","name":"KGI Singapore Research","description":"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","inLanguage":"en-US","publisher":{"@id":"https:\/\/www.kgieworld.sg\/research\/#organization"}}]},"og:locale":"en_US","og:site_name":"KGI Singapore Research \u2022 Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","og:type":"article","og:title":"2023\u5e7408\u670828\u65e5:UMS \u63a7\u80a1 (UMSH SP), \u4e2d\u56fd\u6d77\u6d0b\u77f3\u6cb9 (883 HK), \u793c\u6765 (LLY US) \u2022 KGI Singapore Research","og:description":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (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) 23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f164%\uff0c\u4ece\u53bb\u5e74\u768411\u4ebf\u65b0\u5143\u589e\u81f329\u4ebf\u65b0\u5143\u3002\u7531\u4e8e\u5408\u540c\u548c\u5408\u5e76\u8d39\u7528\u7684\u62e8\u5907\uff0c\u51c0\u4e8f\u635f\u8fbe- 2.64\u4ebf\u65b0\u5143\u3002\u8be5\u96c6\u56e2\u57282023\u5e74\u4e0a\u534a\u5e74\u7684EBITDA\u4e3a2700\u4e07\u65b0\u5143\uff0c\u9ad8\u4e8e\u53bb\u5e74\u540c\u671f\u7684\u8d1f1900\u4e07\u65b0\u5143\u3002\u4e0d\u8ba1\u5408\u540c\u548c\u5408\u5e76\u8d39\u7528\u62e8\u5907\u7684EBITDA\u4e3a2.58\u4ebf\u65b0\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) Trading Dashboard Update: Add UMS (UMSH SP) at S$1.18, Seatrium (STM SP) at S$0.140, and Easy Buy (1797 HK) at HK$42.0.","og:url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-28-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":"2023-08-28T02:20:00+00:00","article:modified_time":"2023-08-28T02:28:09+00:00","twitter:card":"summary","twitter:title":"2023\u5e7408\u670828\u65e5:UMS \u63a7\u80a1 (UMSH SP), \u4e2d\u56fd\u6d77\u6d0b\u77f3\u6cb9 (883 HK), \u793c\u6765 (LLY US) \u2022 KGI Singapore Research","twitter:description":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) 23\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d14%\uff0c\u81f37,440\u4e07\u65b0\u5143\u3002\u6bdb\u6599\u5229\u6da6\u7387\u4ece51.7%\u964d\u81f346.3%\u3002\u7a0e\u540e\u53ca\u9664\u5c11\u6570\u80a1\u6743\u5229\u6da6\u540c\u6bd4\u589e\u957f42%\uff0c\u81f31,160\u4e07\u65b0\u5143\u3002\u51c0\u5229\u6da6\u7387\u4ece23.2%\u964d\u81f315.4%\u3002\u69df\u57ce\u7684\u65b0\u5de5\u5382\u9884\u8ba1\u5c06\u4e3a2024\u8d22\u5e74\u8d21\u732e\u81f3\u5c113,000\u4e07\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u5ba3\u5e03\u4e2d\u671f\u80a1\u606f\u4e3a1.2\u65b0\u5206\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) 23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f164%\uff0c\u4ece\u53bb\u5e74\u768411\u4ebf\u65b0\u5143\u589e\u81f329\u4ebf\u65b0\u5143\u3002\u7531\u4e8e\u5408\u540c\u548c\u5408\u5e76\u8d39\u7528\u7684\u62e8\u5907\uff0c\u51c0\u4e8f\u635f\u8fbe- 2.64\u4ebf\u65b0\u5143\u3002\u8be5\u96c6\u56e2\u57282023\u5e74\u4e0a\u534a\u5e74\u7684EBITDA\u4e3a2700\u4e07\u65b0\u5143\uff0c\u9ad8\u4e8e\u53bb\u5e74\u540c\u671f\u7684\u8d1f1900\u4e07\u65b0\u5143\u3002\u4e0d\u8ba1\u5408\u540c\u548c\u5408\u5e76\u8d39\u7528\u62e8\u5907\u7684EBITDA\u4e3a2.58\u4ebf\u65b0\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) Trading Dashboard Update: Add UMS (UMSH SP) at S$1.18, Seatrium (STM SP) at S$0.140, and Easy Buy (1797 HK) at HK$42.0.","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":"31909","title":"#post_title #separator_sa 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