{"id":33614,"date":"2023-10-04T07:39:00","date_gmt":"2023-10-03T23:39:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=33614"},"modified":"2023-10-04T09:42:41","modified_gmt":"2023-10-04T01:42:41","slug":"kgi-daily-trading-ideas-04-oct-2023-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-oct-2023-zh\/","title":{"rendered":"2023\u5e7410\u670804\u65e5: \u65b0\u79d1\u5de5\u7a0b (STE SP), \u56fd\u836f\u63a7\u80a1 (1099 HK), \u6ce2\u97f3 (BA 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 is-style-default\" 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-33614-_fginbsn8cd1z\"><\/a><a id=\"post-33614-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"940\" height=\"549\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/image-1.png\" alt=\"\" class=\"wp-image-33694\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/image-1.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/image-1-300x175.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/image-1-768x449.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td><strong>News Feed<\/strong><\/td><\/tr><tr><td>1. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/us-job-openings-unexpectedly-rise-august\">US job openings unexpectedly rise in August<\/a><\/td><\/tr><tr><td>2. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/global\/imf-warns-fragmented-commodities-markets-imperils-food-security-green\">IMF warns fragmented commodities markets imperils food security, green transition<\/a><\/td><\/tr><tr><td>3. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/us-house-speaker-kevin-mccarthy-ejected-brutal-historic-rebellion\">US House speaker Kevin McCarthy ejected in brutal, historic rebellion<\/a><\/td><\/tr><tr><td>4. <a href=\"https:\/\/www.reuters.com\/business\/aerospace-defense\/united-airlines-closes-large-order-airbus-a321-narrowbody-jets-bloomberg-news-2023-10-03\/\">United Airlines orders 110 Airbus, Boeing jets in a bet on travel demand<\/a><\/td><\/tr><tr><td>5. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/ford-gm-lay-about-500-more-us-workers-due-strike\">Ford, GM lay off about 500 more US workers due to strike<\/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\/10\/word-image-99.png\" alt=\"\" class=\"wp-image-33650\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-99.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-99-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-33614-_qqv3rtx8nazp\"><\/a><a id=\"post-33614-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1163\" height=\"679\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-100.png\" alt=\"\" class=\"wp-image-33651\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-100.png 1163w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-100-300x175.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-100-1024x598.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-100-768x448.png 768w\" sizes=\"(max-width: 1163px) 100vw, 1163px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td><p><strong>News Feed<\/strong>\n<\/p><\/td><\/tr><tr><td><p>\n  1. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/china-tourism-revenue-more-doubled-over-holiday-weekend\">China tourism revenue more than doubled over holiday weekend<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/global-funds-slash-china-stock-positioning-lowest-2020\">Global funds slash China stock positioning to lowest since 2020<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.chinadaily.com.cn\/a\/202310\/03\/WS651b4bbaa310d2dce4bb8ca3.html\">Outlook on growth upbeat for rest of year<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.reuters.com\/technology\/space\/china-offers-collaborate-lunar-mission-deadlines-loom-2023-10-03\/\">China offers to collaborate on lunar mission as deadlines loom<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/us-warned-china-expect-updated-export-curbs-october-us-official\">US warned China to expect updated export curbs in October: US official<\/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\/10\/word-image-101.png\" alt=\"\" class=\"wp-image-33652\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-101.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-101-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-33614-_9i0c554gtu0u\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-102.png\" class=\"wp-image-33653\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-102.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-102-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-33614-_6iahpurtcze4\"><\/a><strong>\u65b0\u79d1\u5de5\u7a0b (STE SP)\uff1a\u62d3\u5c55\u4e1a\u52a1<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.87\uff0c\u76ee\u6807\u4ef7\uff1a0.95\uff0c\u6b62\u635f\u4ef7\uff1a0.84<\/strong>\n  <\/li><li>\n    \u65b0\u79d1\u5de5\u7a0b\u662f\u4e00\u5bb6\u5168\u7403\u6027\u7684\u6280\u672f\u3001\u56fd\u9632\u548c\u5de5\u7a0b\u96c6\u56e2\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u5176\u5728\u822a\u7a7a\u822a\u5929\u3001\u667a\u6167\u57ce\u5e02\u3001\u56fd\u9632\u548c\u516c\u5171\u5b89\u5168\u9886\u57df\u7684\u591a\u5143\u5316\u4e1a\u52a1\u7ec4\u5408\uff0c\u5229\u7528\u6280\u672f\u548c\u521b\u65b0\u6765\u89e3\u51b3\u95ee\u9898\u5e76\u6539\u5584\u751f\u6d3b\u3002ST\u5de5\u7a0b\u670d\u52a1\u4e8e\u5168\u7403\u5ba2\u6237\u3002\n  <\/li><li><strong>\u589e\u52a0\u4fdd\u517b\u3001\u7ef4\u4fee\u4e0e\u7ffb\u4fee\u652f\u6301\u3002<\/strong>\u8be5\u516c\u53f8\u6700\u8fd1\u5ba3\u5e03\uff0c\u5176\u5546\u4e1a\u822a\u7a7a\u4e1a\u52a1\u5df2\u83b7\u5f97\u591a\u5e74\u5408\u540c\uff0c\u4e3a\u65e5\u672c\u822a\u7a7a\u516c\u53f8\u63d0\u4f9b\u6309\u5c0f\u65f6\u7ef4\u4fee(MBH)\u7ec4\u4ef6\u89e3\u51b3\u65b9\u6848\uff0c\u52a0\u5f3a\u4e86\u4e0e\u65e5\u672c\u822a\u7a7a\u516c\u53f8\u5728\u7efc\u5408\u4fdd\u517b\u3001\u7ef4\u4fee\u4e0e\u7ffb\u4fee(MRO)\u652f\u6301\u65b9\u9762\u7684\u957f\u671f\u5408\u4f5c\u5173\u7cfb\u3002\u8be5\u516c\u53f8\u6700\u8fd1\u8fd8\u4e0e\u72ee\u822a\u7b7e\u8ba2\u4e86\u4e00\u4efd\u4e3a\u671f5\u5e74\u7684\u5408\u540c\uff0c\u4e3a\u72ee\u822a\u96c6\u56e2\u7684\u6ce2\u97f3737 MAX\u673a\u961f\u63d0\u4f9bMRO\u89e3\u51b3\u65b9\u6848\u3002\n  <\/li><li><strong>\u65b0\u7684\u673a\u8eabMRO\u8bbe\u65bd\u3002<\/strong>\u8be5\u516c\u53f8\u6700\u8fd1\u5ba3\u5e03\uff0c\u8be5\u516c\u53f8\u5df2\u5f00\u59cb\u5728\u65b0\u52a0\u5761\u5efa\u9020\u5176\u7b2c\u56db\u4e2a\u673a\u8eabMRO\u8bbe\u65bd\uff0c\u8017\u8d44\u7ea61.7\u4ebf\u65b0\u5143\uff0c\u6b64\u524d\u8be5\u516c\u53f8\u5ba3\u5e03\u5df2\u4e0e\u65e5\u672c\u822a\u7a7a\u516c\u53f8\u548c\u72ee\u5b50\u822a\u7a7a\u516c\u53f8\u7b7e\u8ba2\u4e86\u65b0\u7684MRO\u5408\u540c\u3002\u65b0\u8bbe\u65bd\u5c06\u5305\u62ec\u4e09\u4e2a\u8bbe\u8ba1\u7528\u4e8e\u5bb9\u7eb3\u5bbd\u4f53\u98de\u673a\u7684\u7ef4\u4fee\u8231\uff0c\u4ee5\u53ca\u7528\u4e8e\u6d82\u88c5\u548c\u7ef4\u62a4\u4efb\u52a1\u7684\u7b2c\u56db\u6761\u751f\u4ea7\u7ebf\u3002ST\u5de5\u7a0b\u516c\u53f8\u9884\u8ba1\uff0c\u6700\u521d\u7684\u7ef4\u62a4\u7ebf\u5c06\u57282025\u5e74\u4e2d\u671f\u6295\u5165\u8fd0\u8425\uff0c\u4e4b\u540e\u4e00\u5e74\u5185\u6574\u4e2a\u8bbe\u65bd\u5c06\u5168\u9762\u6295\u5165\u8fd0\u8425\u3002\n  <\/li><li><strong>23\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>2023\u5e74\u4e0a\u534a\u5e74\u6536\u5165\u589e\u957f13.9%\uff0c\u81f348.6\u4ebf\u65b0\u5143\uff0c\u800c2022\u5e74\u4e0a\u534a\u5e74\u4e3a42.7\u4ebf\u65b0\u5143\u30022023\u5e74\u4e0a\u534a\u5e74\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f1.1%\u81f32.854\u4ebf\u65b0\u5143\uff0c\u800c2022\u5e74\u4e0a\u534a\u5e74\u4e3a2.824\u4ebf\u65b0\u5143\u30022023\u5e74\u4e0a\u534a\u5e74\u7a00\u91ca\u540e\u6bcf\u80a1\u6536\u76ca\u4e0a\u5347\u81f38.95\u65b0\u5206\uff0c\u800c2022\u5e74\u4e0a\u534a\u5e74\u4e3a8.93\u65b0\u5206\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>23\/24\u8d22\u5e74\u9884\u671f\u80a1\u606f\u6536\u76ca\u7387\u5206\u522b\u4e3a4.14%\u548c4.24%\u3002<strong><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-103.png\" class=\"wp-image-33654\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-103.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-103-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1226\" height=\"776\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-104.png\" alt=\"\" class=\"wp-image-33655\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-104.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-104-300x190.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-104-1024x648.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-104-768x486.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-33614-_3scasq2hvpnh\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-105.png\" class=\"wp-image-33656\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-105.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-105-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-33614-_k77m9obi00dq\"><\/a><strong>\u4e2d\u56fd\u822a\u6cb9 (CAO SP)\uff1a\u5728\u7ecf\u6d4e\u590d\u82cf\u4f4e\u8ff7\u4e0b\uff0c\u65c5\u6e38\u4e1a\u8868\u73b0\u7a81\u51fa<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.87\uff0c\u76ee\u6807\u4ef7\uff1a0.95\uff0c\u6b62\u635f\u4ef7\uff1a0.84<\/strong>\n  <\/li><li>\n    \u4e2d\u56fd\u822a\u6cb9\u65b0\u52a0\u5761\u6709\u9650\u516c\u53f8\u5411\u98de\u5f80\u4e2d\u56fd\u673a\u573a\u7684\u56fd\u5185\u5916\u822a\u7a7a\u516c\u53f8\u4f9b\u5e94\u822a\u7a7a\u71c3\u6cb9\u3002\u8be5\u516c\u53f8\u8fd8\u4ea4\u6613\u5176\u4ed6\u77f3\u6cb9\u4ea7\u54c1\uff0c\u5982\u71c3\u6599\u6cb9\u3001\u5929\u7136\u6c14\u3001\u539f\u6cb9\u548c\u77f3\u5316\u4ea7\u54c1\uff0c\u5305\u62ec\u5b9e\u7269\u548c\u7eb8\u9762\u6389\u671f\u4ee5\u53ca\u671f\u8d27\u4ea4\u6613\u3002\n  <\/li><li><strong>\u9ec4\u91d1\u5468\u671f\u95f4\u65c5\u6e38\u70ed\u3002<\/strong>\u6839\u636e\u6587\u5316\u548c\u65c5\u6e38\u90e8\u7684\u6570\u636e\uff0c\u9884\u8ba1\u4e2d\u79cb\u8282\u548c\u56fd\u5e86\u8282\u671f\u95f4\u56fd\u5185\u65c5\u6e38\u4eba\u6570\u5c06\u8fbe\u52308.96\u4ebf\u4eba\u6b21\uff0c\u540c\u6bd4\u589e\u957f86%\uff0c\u56fd\u5185\u65c5\u6e38\u6536\u5165\u9884\u8ba1\u5c06\u8fbe\u52307,825\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f138%\u3002\u5728\u4e3a\u671f\u516b\u5929\u7684\u5047\u671f\u4e2d\uff0c\u4e0a\u6d77\u3001\u82cf\u5dde\u3001\u6210\u90fd\u7b49\u70ed\u95e8\u65c5\u6e38\u57ce\u5e02\u7b49\u957f\u4e09\u89d2\u3001\u73e0\u4e09\u89d2\u5730\u533a\u7684\u6587\u5316\u65c5\u6e38\u5e02\u573a\u5f02\u5e38\u706b\u7206\uff0c\u9152\u5e97\u548c\u673a\u7968\u7684\u9884\u8ba2\u91cf\u6bd4\u53bb\u5e74\u540c\u671f\u81f3\u5c11\u589e\u957f\u4e865\u500d\u3002\n  <\/li><li><strong>\u4e0a\u6d77\u673a\u573a\u7684\u822a\u7a7a\u4ea4\u901a\u5c06\u6fc0\u589e\u3002<\/strong>\u4e0a\u6d77\u6d66\u4e1c\u673a\u573a\u3001\u8679\u6865\u673a\u573a\u9884\u8ba1\u5904\u7406\u822a\u73ed1.7\u4e07\u67b6\u6b21(\u5176\u4e2d\u6d66\u4e1c\u673a\u573a1.1\u4e07\u67b6\u6b21\u3001\u8679\u6865\u673a\u573a6000\u67b6\u6b21)\uff0c\u65e5\u5747\u8d77\u964d\u822a\u73ed2161\u67b6\u6b21\uff0c\u540c\u6bd4\u589e\u957f71.6%\u3002\u9884\u8ba1\u65c5\u5ba2\u541e\u5410\u91cf260.2\u4e07\u4eba\u6b21(\u5176\u4e2d\u6d66\u4e1c\u673a\u573a158.5\u4e07\u4eba\u6b21\u3001\u8679\u6865\u673a\u573a101.7\u4e07\u4eba\u6b21)\uff0c\u65e5\u5747\u5ba2\u6d41\u91cf32.5\u4e07\u4eba\u6b21\uff0c\u540c\u6bd4\u589e\u957f131.7%\u3002\u5e7f\u5dde\u3001\u6df1\u5733\u3001\u5317\u4eac\u3001\u897f\u5b89\u548c\u6210\u90fd\u7b49\u57ce\u5e02\u6709\u671b\u6210\u4e3a\u4e2d\u56fd\u70ed\u95e8\u7684\u65c5\u6e38\u76ee\u7684\u5730\u3002\u5728\u56fd\u9645\u4e0a\uff0c\u6cf0\u56fd\u3001\u65e5\u672c\u548c\u97e9\u56fd\u9884\u8ba1\u5c06\u6210\u4e3a\u70ed\u95e8\u76ee\u7684\u5730\u3002\u4e0a\u6d77\u98de\u5f80\u4e1c\u5317\u4e9a\u3001\u4e1c\u5357\u4e9a\u3001\u4e2d\u4e1c\u7b49\u533a\u57df\u65b9\u5411\u7684\u822a\u73ed\u5c06\u8fdb\u4e00\u6b65\u589e\u52a0\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6d66\u4e1c\u56fd\u9645\u673a\u573a\u822a\u73ed\u71c3\u6cb9\u9700\u6c42<\/strong>\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-33614-_a151qe3xt9e8\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"1325\" height=\"513\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-106.png\" class=\"wp-image-33657\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-106.png 1325w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-106-300x116.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-106-1024x396.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-106-768x297.png 768w\" sizes=\"(max-width: 1325px) 100vw, 1325px\" \/><\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>23\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>2023\u5e74\u4e0a\u534a\u5e74\u6536\u5165\u66b4\u8dcc32.4%\uff0c\u81f363\u4ebf\u7f8e\u5143\u3002\u6bdb\u5229\u6da6\u540c\u6bd4\u4e0b\u964d50.6%\u81f31,060\u4e07\u7f8e\u5143\u3002\u603b\u4f9b\u5e94\u91cf\u548c\u4ea4\u6613\u91cf\u540c\u6bd4\u4e0b\u964d16.1%\u81f3950\u4e07\u5428\u3002\u51c0\u5229\u6da6\u4e3a1,940\u4e07\u7f8e\u5143\uff0c\u540c\u6bd4\u4e0b\u964d1.07%\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\/10\/word-image-107.png\" alt=\"\" class=\"wp-image-33658\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-107.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-107-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1554\" height=\"652\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-108.png\" alt=\"\" class=\"wp-image-33659\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-108.png 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-108-300x126.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-108-1024x430.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-108-768x322.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-108-1536x644.png 1536w\" sizes=\"(max-width: 1554px) 100vw, 1554px\" \/><\/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-33614-_uhzkqhavyvxz\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-109.png\" class=\"wp-image-33660\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-109.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-109-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-33614-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-110.png\" class=\"wp-image-33661\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-110.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-110-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-33614-_27mh37tkbsb7\"><\/a><strong>\u56fd\u836f\u63a7\u80a1 (1099 HK)\uff1a\u4fdd\u6301\u9632\u5fa1\u6027<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a21.6\uff0c\u76ee\u6807\u4ef7\uff1a23.0\uff0c\u6b62\u635f\u4ef7\uff1a20.9<\/strong>\n  <\/li><li>\n    \u56fd\u836f\u63a7\u80a1\u80a1\u4efd\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u836f\u54c1\u53ca\u533b\u7597\u5668\u68b0\u5206\u9500\u4e1a\u52a1\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u56db\u4e2a\u90e8\u95e8\u8fd0\u8425\u4e1a\u52a1\u3002\u533b\u836f\u5206\u9500\u90e8\u95e8\u5411\u533b\u9662\u3001\u5176\u4ed6\u5206\u9500\u5546\u3001\u96f6\u552e\u836f\u5e97\u53ca\u8bca\u6240\u7b49\u5ba2\u6237\u5206\u9500\u533b\u836f\u5236\u54c1\u3002\u533b\u7597\u5668\u68b0\u4e1a\u52a1\u90e8\u95e8\u5411\u5ba2\u6237\u5206\u9500\u533b\u7597\u5668\u68b0\uff0c\u5e76\u63d0\u4f9b\u5b89\u88c5\u548c\u7ef4\u4fee\u670d\u52a1\u3002\u533b\u836f\u96f6\u552e\u4e1a\u52a1\u90e8\u95e8\u7ecf\u8425\u533b\u836f\u8fde\u9501\u5e97\u3002\u5176\u4ed6\u4e1a\u52a1\u90e8\u95e8\u5206\u9500\u5b9e\u9a8c\u5ba4\u7528\u54c1\u3001\u5236\u9020\u53ca\u5206\u9500\u5316\u5b66\u8bd5\u5242\u3001\u751f\u4ea7\u53ca\u9500\u552e\u533b\u836f\u5236\u54c1\u3002\n  <\/li><li><strong>\u5e7f\u6cdb\u7684\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u3002<\/strong>\u5c31\u5728\u4e0a\u4e2a\u5b63\u5ea6\uff0c\u56fd\u836f\u63a7\u80a1\u4e0e\u9a6c\u6765\u897f\u4e9aEW\u96c6\u56e2\u8fbe\u6210\u4e86\u5408\u4f5c\u5173\u7cfb\u3002\u56fd\u836f\u63a7\u80a1\u53ef\u4ee5\u5229\u7528EW\u96c6\u56e2\u5728\u4fdd\u5065\u54c1\u3001\u62a4\u80a4\u54c1\u3001\u836f\u5986\u54c1\u548c\u6cbb\u7597\u4ea7\u54c1\u7684\u7814\u53d1\u3001\u914d\u65b9\u548c\u751f\u4ea7\u65b9\u9762\u7684\u77e5\u8bc6\u548c\u6280\u80fd\u3002\u540c\u65f6\uff0c\u56fd\u836f\u63a7\u80a1\u53ef\u4ee5\u5229\u7528\u5176\u5e7f\u6cdb\u7684\u5168\u7403\u5f71\u54cd\u529b\u548c\u5206\u9500\u7f51\u7edc\u6765\u652f\u6301EW\u96c6\u56e2\u7684\u5168\u7403\u62b1\u8d1f\u3002\u4f5c\u4e3a\u6b64\u6b21\u5408\u4f5c\u7684\u4e00\u90e8\u5206\uff0c\u4e2d\u56fd\u533b\u836f\u96c6\u56e2\u5c06\u67091000\u591a\u79cd\u72ec\u7279\u7684\u4ea7\u54c1\u901a\u8fc7\u56fd\u836f\u63a7\u80a1\u9500\u552e\u548c\u5206\u9500\u3002\u4eca\u5e74\u65e9\u4e9b\u65f6\u5019\uff0c\u56fd\u836f\u63a7\u80a1\u8fd8\u4e0e\u8f89\u745e\u8fbe\u6210\u4e86\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\uff0c\u8be5\u516c\u53f8\u5c06\u5e2e\u52a9\u8f89\u745e\u5bfb\u6c42\u6279\u51c6\uff0c\u52302025\u5e74\u5728\u4e2d\u56fd\u9500\u552e12\u79cd\u521b\u65b0\u836f\u7269\u3002\n  <\/li><li><strong>mRNA\u75ab\u82d7\u663e\u793a\u51fa\u79ef\u6781\u7684\u6548\u679c\u3002<\/strong>\u6700\u8fd1\u7684\u4e00\u9879\u7814\u7a76\u8868\u660e\uff0c\u56fd\u836f\u96c6\u56e2\u7814\u5236\u7684\u4e09\u79cdmRNA\u75ab\u82d7VGPox 1-3\u80fd\u591f\u6709\u6548\u5730\u9884\u9632\u7334\u75d8\u30028\u6708\uff0c\u4e2d\u56fd\u7334\u75d8\u611f\u67d3\u6301\u7eed\u589e\u52a0\uff0c\u5171\u6709501\u4f8b\u62a5\u544a\u75c5\u4f8b\uff0c\u5176\u4e2d5\u4f8b\u6d89\u53ca\u5973\u6027\u30026\u6708\u548c7\u6708\u7334\u75d8\u611f\u67d3\u75c5\u4f8b\u5206\u522b\u4e3a106\u4f8b\u548c491\u4f8b\u3002\u4e2d\u56fd\u5883\u5185\u7334\u75d8\u75c5\u4f8b\u7684\u589e\u52a0\u52bf\u5fc5\u4e5f\u4f1a\u63a8\u52a8\u56fd\u836f\u63a7\u80a1\u7684\u9500\u552e\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u3002<\/strong>\u6536\u5165\u540c\u6bd4\u589e\u957f15.10%\u81f3\u4eba\u6c11\u5e013,010\u4ebf\u5143\uff0c\u800c22\u5e74\u4e0a\u534a\u5e74\u4e3a\u4eba\u6c11\u5e012,615\u4ebf\u5143\u300223\u5e74\u4e0a\u534a\u5e74\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f10.67%\u81f3\u4eba\u6c11\u5e0168.9\u4ebf\u5143\uff0c\u800c22\u5e74\u4e0a\u534a\u5e74\u4e3a\u4eba\u6c11\u5e0162.2\u4ebf\u5143\u300223\u5e74\u4e0a\u534a\u5e74\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u589e\u957f11.9%\u81f31.32\u5143\uff0c\u800c22\u5e74\u4e0a\u534a\u5e74\u4e3a1.18\u5143\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>23\/24\u8d22\u5e74\u7684\u9884\u671f\u80a1\u606f\u6536\u76ca\u7387\u5206\u522b\u4e3a4.43%\u548c4.94%\u3002<strong><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-111.png\" class=\"wp-image-33662\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-111.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-111-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1226\" height=\"776\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-112.png\" alt=\"\" class=\"wp-image-33663\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-112.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-112-300x190.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-112-1024x648.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-112-768x486.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-33614-_p9g83rvf8ji\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-113.png\" class=\"wp-image-33664\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-113.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-113-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-33614-_c6v4lh5oq8t4\"><\/a><a id=\"post-33614-_v1kjavh0l4ix\"><\/a><strong>\u4e2d\u6d77\u6cb9\u7530\u670d\u52a1 (2883 HK)\uff1a\u6355\u6349\u77f3\u6cb9\u9700\u6c42<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a9.5\uff0c\u76ee\u6807\u4ef7\uff1a10.2\uff0c\u6b62\u635f\u4ef7\uff1a9.1<\/strong>\n  <\/li><li>\n    \u4e2d\u6d77\u6cb9\u7530\u670d\u52a1\u80a1\u4efd\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u7efc\u5408\u578b\u6cb9\u7530\u670d\u52a1\u63d0\u4f9b\u5546\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u901a\u8fc7\u56db\u4e2a\u4e1a\u52a1\u5206\u90e8\u8fd0\u8425\u3002\u94bb\u4e95\u670d\u52a1\u5206\u90e8\u4e3b\u8981\u63d0\u4f9b\u6cb9\u7530\u94bb\u4e95\u670d\u52a1\u3002\u6cb9\u7530\u6280\u672f\u670d\u52a1\u5206\u90e8\u4e3b\u8981\u63d0\u4f9b\u6cb9\u7530\u6280\u672f\u670d\u52a1\uff0c\u5305\u62ec\u6d4b\u4e95\u3001\u94bb\u4e95\u6db2\u548c\u5b9a\u5411\u94bb\u4e95\u7b49\u3002\u7269\u63a2\u548c\u5de5\u7a0b\u52d8\u67e5\u670d\u52a1\u5206\u90e8\u4e3b\u8981\u63d0\u4f9b\u5730\u9707\u548c\u5de5\u7a0b\u52d8\u63a2\u670d\u52a1\u3002\u8239\u8236\u670d\u52a1\u5206\u90e8\u63d0\u4f9b\u7269\u8d44\u8fd0\u9001\u670d\u52a1\uff0c\u5305\u62ec\u8fd0\u9001\u539f\u6cb9\u548c\u7cbe\u70bc\u6cb9\u6c14\u4ea7\u54c1\u7b49\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u5728\u56fd\u5185\u5916\u5e02\u573a\u5f00\u5c55\u4e1a\u52a1\u3002\n  <\/li><li><strong>\u65b0\u7684\u94bb\u673a\u670d\u52a1\u5408\u540c\u3002<\/strong>\u4e2d\u6cb9\u670d\u52a1\u8fd1\u65e5\u5ba3\u5e03\uff0c\u5176\u5168\u8d44\u5b50\u516c\u53f8\u4e2d\u6d77\u6cb9\u670d\u94bb\u63a2\u6b27\u6d32\u516c\u53f8\u4e0e\u632a\u5a01\u7684\u4e24\u5bb6\u8de8\u56fd\u77f3\u6cb9\u516c\u53f8\u7b7e\u8ba2\u4e86\u591a\u4e2a\u94bb\u4e95\u5e73\u53f0\u670d\u52a1\u534f\u8bae\uff0c\u6bcf\u4e2a\u534f\u8bae\u90fd\u6709\u4e00\u4e2a\u56fa\u5b9a\u7684\u671f\u9650\uff0c\u5e76\u53ef\u9009\u62e9\u5ef6\u957f\u81f3\u591a5\u5e74\u3002\u56fa\u5b9a\u671f\u9650\u5408\u540c\u603b\u4ef7\u503c\u7ea647\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\n  <\/li><li><strong>\u77f3\u6cb9\u9700\u6c42\u5c06\u8d85\u8fc7\u4f9b\u5e94\u3002<\/strong>\u4e16\u754c\u77f3\u6cb9\u9700\u6c42\u6b63\u98d9\u5347\u81f3\u521b\u7eaa\u5f55\u6c34\u5e73\uff0c\u5176\u589e\u957f\u53d7\u5230\u591a\u79cd\u56e0\u7d20\u7684\u63a8\u52a8\uff0c\u5305\u62ec\u822a\u7a7a\u65c5\u884c\u7684\u53cd\u5f39\u3001\u53d1\u7535\u7528\u6cb9\u7684\u589e\u52a0\u4ee5\u53ca\u4e2d\u56fd\u77f3\u5316\u884c\u4e1a\u7684\u5f3a\u52b2\u9700\u6c42\u3002\u9884\u8ba12023\u5e74\u9700\u6c42\u5c06\u589e\u52a0220\u4e07\u6876\/\u5929\uff0c\u8fbe\u52301.022\u4e07\u6876\/\u5929\u3002\u9884\u8ba1\u4e2d\u56fd\u5c06\u5360\u8fd9\u4e00\u589e\u957f\u768470%\u4ee5\u4e0a\u3002\u6b64\u5916\uff0c\u5305\u62ec\u6c99\u7279\u963f\u62c9\u4f2f\u5728\u5185\u7684\u4e3b\u8981\u4ea7\u6cb9\u56fd\u6700\u8fd1\u4e5f\u5ba3\u5e03\uff0c\u4ed6\u4eec\u5c06\u628a\u81ea\u613f\u51cf\u4ea7\u5ef6\u957f\u5230\u5e74\u5e95\uff0c\u8fd9\u5c06\u52a0\u5927\u5bf9\u77f3\u6cb9\u4f9b\u5e94\u7684\u9650\u5236\uff0c\u5e76\u5728\u77ed\u671f\u5185\u63a8\u9ad8\u6cb9\u4ef7\u3002\u6c99\u7279\u963f\u62c9\u4f2f\u5c06\u628a\u81ea\u613f\u51cf\u4ea7100\u4e07\u6876\/\u65e5\u7684\u76ee\u6807\u5ef6\u957f\u81f32023\u5e74\u5e95\uff0c\u83ab\u65af\u79d1\u5c06\u628a\u81ea\u613f\u51cf\u4ea730\u4e07\u6876\/\u65e5\u7684\u76ee\u6807\u5ef6\u957f\u81f32023\u5e74\u5e95\uff0c\u4e24\u56fd\u4ecd\u5c06\u6bcf\u6708\u5ba1\u67e5\u51cf\u4ea7\u60c5\u51b5\u3002\u56e0\u6b64\uff0c\u9884\u8ba1\u5e02\u573a\u5185\u7684\u77f3\u6cb9\u6210\u672c\u5c06\u4f1a\u589e\u52a0\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u589e\u957f24.1%\u81f3189\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c2022\u5e74\u4e0a\u534a\u5e74\u4e3a152\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f31.0%\u81f3\u4eba\u6c11\u5e0114.6\u4ebf\u5143\uff0c\u4e0a\u5e74\u540c\u671f\u4e3a\u4eba\u6c11\u5e0111.1\u4ebf\u5143\u3002\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u589e\u957f21.1%\u81f328.06\u5143\u4eba\u6c11\u5e01\uff0c\u800c2022\u5e74\u4e0a\u534a\u5e74\u4e3a23.17\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\/10\/word-image-114.png\" class=\"wp-image-33665\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-114.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-114-300x64.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<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1196\" height=\"686\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-115.png\" alt=\"\" class=\"wp-image-33666\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-115.png 1196w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-115-300x172.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-115-1024x587.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-115-768x441.png 768w\" sizes=\"(max-width: 1196px) 100vw, 1196px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1226\" height=\"776\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-116.png\" alt=\"\" class=\"wp-image-33667\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-116.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-116-300x190.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-116-1024x648.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-116-768x486.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-33614-_v0tgrq7sbyi8\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-117.png\" class=\"wp-image-33668\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-117.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-117-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-33614-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-118.png\" class=\"wp-image-33669\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-118.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-118-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-118-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-33614-_hicfam35rfos\"><\/a><a id=\"post-33614-_izpo9d2ruuni\"><\/a><strong>\u6ce2\u97f3 (BA US)\uff1a\u8d85\u5356<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a185\uff0c\u76ee\u6807\u4ef7\uff1a213\uff0c\u6b62\u635f\u4ef7\uff1a172<\/strong>\n  <\/li><li>\n    \u6ce2\u97f3\u516c\u53f8\u53ca\u5176\u5b50\u516c\u53f8\u5728\u5168\u7403\u8303\u56f4\u5185\u8bbe\u8ba1\u3001\u5f00\u53d1\u3001\u5236\u9020\u3001\u9500\u552e\u3001\u670d\u52a1\u548c\u652f\u6301\u5546\u7528\u55b7\u6c14\u5ba2\u673a\u3001\u519b\u7528\u98de\u673a\u3001\u536b\u661f\u3001\u5bfc\u5f39\u9632\u5fa1\u7cfb\u7edf\u3001\u8f7d\u4eba\u822a\u5929\u98de\u884c\u548c\u53d1\u5c04\u7cfb\u7edf\u4ee5\u53ca\u670d\u52a1\u3002\n  <\/li><li><strong>\u8ba1\u5212\u63d0\u9ad8737\u7684\u4ea7\u91cf<\/strong>\u3002\u8be5\u516c\u53f8\u8ba1\u5212\u52302025\u5e747\u6708\u5c06\u5176\u6700\u7545\u9500\u7684737\u98de\u673a\u7684\u4ea7\u91cf\u63d0\u9ad8\u5230\u6bcf\u6708\u81f3\u5c1157\u67b6\u3002\u8be5\u8ba1\u5212\u6062\u590d\u4e86\u516c\u53f8\u5728\u65b0\u51a0\u75ab\u60c5\u524d\u672a\u5b9e\u73b0\u7684\u76ee\u6807\u3002\u76ee\u524d\uff0c\u8be5\u516c\u53f8\u7684\u76ee\u6807\u662f\u52302023\u5e74\u5e95\u6bcf\u6708\u751f\u4ea742\u67b6737\u98de\u673a\u3002\n  <\/li><li><strong>\u4f9b\u5e94\u94fe\u9650\u5236\u5bfc\u81f48\u6708\u4efd\u4ea4\u4ed8\u91cf\u4e0b\u964d\u3002<\/strong>\u8be5\u516c\u53f88\u6708\u4efd\u4ea4\u4ed8\u4e8635\u67b6\u98de\u673a\uff0c\u4f4e\u4e8e7\u6708\u4efd\u768443\u67b6\uff0c\u8fbe\u5230\u4e86\u81ea2023\u5e744\u6708\u4ee5\u6765\u7684\u6700\u4f4e\u6c34\u5e73\u3002\u7ba1\u7406\u5c42\u5c06\u8fd9\u4e00\u5931\u8bef\u5f52\u56e0\u4e8e\u7a7a\u5ba2\u4e5f\u51fa\u73b0\u7684\u4f9b\u5e94\u94fe\u4e2d\u65ad\u3002\u7136\u800c\uff0c\u8be5\u516c\u53f8\u9996\u5e2d\u6267\u884c\u5b98\u5728\u63a5\u53d7\u7f8e\u56fd\u5168\u56fd\u5e7f\u64ad\u516c\u53f8\u8d22\u7ecf\u9891\u9053(CNBC)\u91c7\u8bbf\u65f6\u8868\u793a\uff0c\u4ed6\u8ba4\u4e3a\u65c5\u6e38\u9700\u6c42\u7684\u590d\u82cf\u6bd4\u9884\u671f\u7684\u66f4\u6709\u5f39\u6027\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7a7a\u5ba2\u548c\u6ce2\u97f3\u98de\u673a\u4ea4\u4ed8\u91cf<\/strong>\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"565\" height=\"300\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-119.png\" alt=\"\" class=\"wp-image-33670\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-119.png 565w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-119-300x159.png 300w\" sizes=\"(max-width: 565px) 100vw, 565px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Flight Plan)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u7cdf\u7cd5\u7684\u4e5d\u6708\u3002<\/strong>\u8be5\u80a1\u4e0a\u6708\u4e0b\u8dcc14.44%\uff0c\u4e3a\u4e00\u5e74\u6765\u8868\u73b0\u6700\u5dee\u7684\u4e00\u4e2a\u6708\u3002\u53bb\u5e749\u6708\uff0c\u8be5\u80a1\u4e0b\u8dcc\u4e8624.44%\u3002\u4e0a\u4e2a\u6708\u8be5\u80a1\u53ea\u4e0a\u6da8\u4e24\u5929\uff0c\u800c\u5176\u4f59\u4ea4\u6613\u65e5\u90fd\u6536\u8dcc\u3002\u7531\u4e8e\u5bf9\u901a\u8d27\u81a8\u80c0\u7684\u62c5\u5fe7\u52a0\u5267\uff0c\u8fd9\u4e00\u8dcc\u5e45\u4e0e\u5176\u4ed6\u65c5\u6e38\u7c7b\u80a1\u7968\u7c7b\u4f3c\u3002\u6ce2\u97f3\u88ab\u8d85\u5356\uff0c\u9884\u8ba1\u5c06\u572823\u5e74\u7b2c\u56db\u5b63\u5ea6\u53cd\u5f39\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\/10\/word-image-120.png\" alt=\"\" class=\"wp-image-33671\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-120.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-120-300x64.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\/10\/word-image-121.png\" alt=\"\" class=\"wp-image-33672\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-121.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-121-300x190.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-121-1024x648.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-121-768x486.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-33614-_lr57dgdes2ly\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-122.png\" class=\"wp-image-33673\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-122.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-122-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-122-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-33614-_qnxqombvsbu3\"><\/a><strong>\u8d85\u5fae\u534a\u5bfc\u4f53 (AMD US)\uff1a\u9ed1\u9a6c<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a103\uff0c\u76ee\u6807\u4ef7\uff1a111\uff0c\u6b62\u635f\u4ef7\uff1a99<\/strong>\n  <\/li><li>\n    \u8d85\u5fae\u534a\u5bfc\u4f53\u662f\u4e00\u5bb6\u751f\u4ea7\u534a\u5bfc\u4f53\u4ea7\u54c1\u548c\u5668\u4ef6\u7684\u516c\u53f8\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u5fae\u5904\u7406\u5668\u3001\u5d4c\u5165\u5f0f\u5fae\u5904\u7406\u5668\u3001\u82af\u7247\u7ec4\u3001\u56fe\u5f62\u3001\u89c6\u9891\u548c\u591a\u5a92\u4f53\u4ea7\u54c1\u7b49\u4ea7\u54c1\uff0c\u5e76\u5c06\u5176\u4f9b\u5e94\u7ed9\u7b2c\u4e09\u65b9\u4ee3\u5de5\u5382\uff0c\u4ee5\u53ca\u63d0\u4f9b\u7ec4\u88c5\u3001\u6d4b\u8bd5\u548c\u5305\u88c5\u670d\u52a1\u3002AMD\u7684\u5ba2\u6237\u904d\u5e03\u5168\u7403\u3002\n  <\/li><li><strong>\u5fae\u8f6f\u5bf9AMD\u7684\u4eba\u5de5\u667a\u80fd\u82af\u7247\u9700\u6c42\u3002<\/strong>\u5fae\u8f6f\u9996\u5e2d\u6280\u672f\u5b98Kevin Scott\u8868\u793a\uff0cAMD\u6b63\u5728\u52a0\u5f3a\u5176\u5728\u4eba\u5de5\u667a\u80fd(AI)\u9886\u57df\u7684\u5730\u4f4d\uff0c\u8be5\u9886\u57df\u76ee\u524d\u7531\u82f1\u4f1f\u8fbe\u4e3b\u5bfc\u3002\u76ee\u524d\uff0c\u5bf9\u652f\u6301\u5927\u578b\u8bed\u8a00\u6a21\u578b(\u5982OpenAI\u7684ChatGPT)\u7684\u5f3a\u5927\u82af\u7247\u7684\u9700\u6c42\u4e0d\u65ad\u589e\u957f\u3002\u867d\u7136\u82f1\u4f1f\u8fbe\u7684gpu\u4e00\u76f4\u5728\u5904\u7406\u5927\u90e8\u5206\u5de5\u4f5c\u91cf\uff0c\u4f46AMD\u5ba3\u5e03\u8ba1\u5212\u4e3a\u4eba\u5de5\u667a\u80fd\u6a21\u578b\u5b9a\u5236MI300X\u82af\u7247\u6837\u54c1\u3002\u4f5c\u4e3aAMD\u7684\u957f\u671f\u5408\u4f5c\u4f19\u4f34\uff0c\u5fae\u8f6f\u5bf9\u9ad8\u6027\u80fd\u82af\u7247\u7684\u591a\u6837\u5316\u6709\u7740\u65e2\u5f97\u5229\u76ca\u3002Scott\u5728Code Conference\u4e0a\u7684\u8bc4\u8bba\u4e5f\u6697\u793a\u4e86\u5fae\u8f6f\u548cAMD\u5728\u4eba\u5de5\u667a\u80fd\u76f8\u5173\u82af\u7247\u4e0a\u7684\u6f5c\u5728\u5408\u4f5c\uff0c\u8fd9\u53ef\u80fd\u4f1a\u5f71\u54cd\u82f1\u4f1f\u8fbe\u5728\u4eba\u5de5\u667a\u80fd\u82af\u7247\u5e02\u573a\u7684\u5730\u4f4d\u3002\u8fd9\u4e9b\u90fd\u5bfc\u81f4\u4e86AMD\u80a1\u4ef7\u7684\u4e0a\u6da8\u3002\n  <\/li><li><strong>\u9996\u5148\u4e3a\u4e2a\u4eba\u7535\u8111\u63d0\u4f9b\u4eba\u5de5\u667a\u80fd\u82af\u7247\u3002<\/strong>\u81ea5\u6708\u4efd\u4ee5\u6765\uff0cAMD\u5df2\u7ecf\u63a8\u51fa\u4e86\u7528\u4e8e\u4e2a\u4eba\u7535\u8111\u7684\u652f\u6301AI\u7684x86 CPU\u82af\u7247Ryzen 7040\u7cfb\u5217\uff0c\u5e76\u8ba1\u5212\u660e\u5e74\u5c06AI\u6280\u672f\u6269\u5c55\u5230\u66f4\u591a\u7684\u53f0\u5f0f\u673a\u548c\u7b14\u8bb0\u672c\u7535\u8111Ryzen CPU\u4e0a\u3002AMD\u5c06\u8d5b\u7075\u601d\u901a\u7528\u81ea\u9002\u5e94SoC\u4e2d\u7684\u4eba\u5de5\u667a\u80fd\u6280\u672f\u96c6\u6210\u5230Ryzen 7040\u4e2d\uff0c\u6210\u4e3a\u7b2c\u4e00\u5bb6\u5728pc\u4e0a\u63d0\u4f9b\u4eba\u5de5\u667a\u80fd\u5904\u7406\u7684\u516c\u53f8\u3002\u867d\u7136AMD\u6ca1\u6709\u63d0\u4f9b\u5177\u4f53\u7684\u4eba\u5de5\u667a\u80fd\u57fa\u51c6\u6d4b\u8bd5\uff0c\u4f46\u5b83\u5f3a\u8c03\u4e86\u4e13\u7528\u6027\u80fd\u3001\u6539\u8fdb\u7684\u5b89\u5168\u6027\u548c\u6210\u672c\u6548\u76ca\u7684\u597d\u5904\u3002Ryzen AI\u5e73\u53f0\u5305\u62ec\u7528\u4e8e\u5728\u7279\u5b9a\u7b14\u8bb0\u672c\u7535\u8111\u4e0a\u8fd0\u884cAI\u6a21\u578b\u7684\u8f6f\u4ef6\u5de5\u5177\uff0c\u4ee5\u4f18\u5316\u4f4e\u529f\u8017\u4e0b\u7684\u6027\u80fd\u3002AMD\u5bf9\u8d5b\u7075\u601d\u8d44\u4ea7\u7684\u5feb\u901f\u6574\u5408\u8868\u660e\u4e86\u5176\u5bf9\u4eba\u5de5\u667a\u80fd\u7684\u627f\u8bfa\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u7b2c\u4e8c\u5b63\u4e1a\u7ee9\u3002<\/strong>\u6536\u5165\u589e\u957f\u81f353.6\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u4e0b\u964d18.2%\uff0c\u8d85\u51fa\u9884\u671f4,000\u4e07\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.58\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.01\u7f8e\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\/10\/word-image-123.png\" alt=\"\" class=\"wp-image-33674\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-123.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-123-300x64.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\/10\/word-image-124.png\" alt=\"\" class=\"wp-image-33675\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-124.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-124-300x190.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-124-1024x648.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-124-768x486.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<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-33614-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-125.png\" class=\"wp-image-33676\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-125.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-125-300x64.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\/10\/word-image-126.png\" alt=\"\" class=\"wp-image-33677\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-126.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-126-300x62.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 CrowdStrike (CRWD US) at US$171. Add China Aviation Oil (CAO SP) at S$0.87 and Advanced Micro Devices (AMD US) at US$102.2.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"409\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-127.png\" alt=\"\" class=\"wp-image-33678\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-127.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-127-300x130.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/10\/word-image-127-768x333.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 job openings unexpectedly rise in August 2. IMF warns fragmented commodities markets imperils food security, green transition 3. US House speaker Kevin McCarthy ejected in brutal, historic rebellion 4. United Airlines orders 110 Airbus, Boeing jets in a bet on travel [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":15562,"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-33614","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) (Source: Bloomberg) (Source: Flight Plan) \u7cdf\u7cd5\u7684\u4e5d\u6708\u3002\u8be5\u80a1\u4e0a\u6708\u4e0b\u8dcc14.44%\uff0c\u4e3a\u4e00\u5e74\u6765\u8868\u73b0\u6700\u5dee\u7684\u4e00\u4e2a\u6708\u3002\u53bb\u5e749\u6708\uff0c\u8be5\u80a1\u4e0b\u8dcc\u4e8624.44%\u3002\u4e0a\u4e2a\u6708\u8be5\u80a1\u53ea\u4e0a\u6da8\u4e24\u5929\uff0c\u800c\u5176\u4f59\u4ea4\u6613\u65e5\u90fd\u6536\u8dcc\u3002\u7531\u4e8e\u5bf9\u901a\u8d27\u81a8\u80c0\u7684\u62c5\u5fe7\u52a0\u5267\uff0c\u8fd9\u4e00\u8dcc\u5e45\u4e0e\u5176\u4ed6\u65c5\u6e38\u7c7b\u80a1\u7968\u7c7b\u4f3c\u3002\u6ce2\u97f3\u88ab\u8d85\u5356\uff0c\u9884\u8ba1\u5c06\u572823\u5e74\u7b2c\u56db\u5b63\u5ea6\u53cd\u5f39\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Take profit on CrowdStrike (CRWD US) at US$171. Add China Aviation Oil (CAO SP)\" \/>\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-04-oct-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\u5e7410\u670804\u65e5: \u65b0\u79d1\u5de5\u7a0b (STE SP), \u56fd\u836f\u63a7\u80a1 (1099 HK), \u6ce2\u97f3 (BA 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) (Source: Bloomberg) (Source: Flight Plan) \u7cdf\u7cd5\u7684\u4e5d\u6708\u3002\u8be5\u80a1\u4e0a\u6708\u4e0b\u8dcc14.44%\uff0c\u4e3a\u4e00\u5e74\u6765\u8868\u73b0\u6700\u5dee\u7684\u4e00\u4e2a\u6708\u3002\u53bb\u5e749\u6708\uff0c\u8be5\u80a1\u4e0b\u8dcc\u4e8624.44%\u3002\u4e0a\u4e2a\u6708\u8be5\u80a1\u53ea\u4e0a\u6da8\u4e24\u5929\uff0c\u800c\u5176\u4f59\u4ea4\u6613\u65e5\u90fd\u6536\u8dcc\u3002\u7531\u4e8e\u5bf9\u901a\u8d27\u81a8\u80c0\u7684\u62c5\u5fe7\u52a0\u5267\uff0c\u8fd9\u4e00\u8dcc\u5e45\u4e0e\u5176\u4ed6\u65c5\u6e38\u7c7b\u80a1\u7968\u7c7b\u4f3c\u3002\u6ce2\u97f3\u88ab\u8d85\u5356\uff0c\u9884\u8ba1\u5c06\u572823\u5e74\u7b2c\u56db\u5b63\u5ea6\u53cd\u5f39\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Take profit on CrowdStrike (CRWD US) at US$171. Add China Aviation Oil (CAO SP)\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-oct-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=\"2023-10-03T23:39:00+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2023-10-04T01:42:41+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2023\u5e7410\u670804\u65e5: \u65b0\u79d1\u5de5\u7a0b (STE SP), \u56fd\u836f\u63a7\u80a1 (1099 HK), \u6ce2\u97f3 (BA 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) (Source: Bloomberg) (Source: Flight Plan) \u7cdf\u7cd5\u7684\u4e5d\u6708\u3002\u8be5\u80a1\u4e0a\u6708\u4e0b\u8dcc14.44%\uff0c\u4e3a\u4e00\u5e74\u6765\u8868\u73b0\u6700\u5dee\u7684\u4e00\u4e2a\u6708\u3002\u53bb\u5e749\u6708\uff0c\u8be5\u80a1\u4e0b\u8dcc\u4e8624.44%\u3002\u4e0a\u4e2a\u6708\u8be5\u80a1\u53ea\u4e0a\u6da8\u4e24\u5929\uff0c\u800c\u5176\u4f59\u4ea4\u6613\u65e5\u90fd\u6536\u8dcc\u3002\u7531\u4e8e\u5bf9\u901a\u8d27\u81a8\u80c0\u7684\u62c5\u5fe7\u52a0\u5267\uff0c\u8fd9\u4e00\u8dcc\u5e45\u4e0e\u5176\u4ed6\u65c5\u6e38\u7c7b\u80a1\u7968\u7c7b\u4f3c\u3002\u6ce2\u97f3\u88ab\u8d85\u5356\uff0c\u9884\u8ba1\u5c06\u572823\u5e74\u7b2c\u56db\u5b63\u5ea6\u53cd\u5f39\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Take profit on CrowdStrike (CRWD US) at US$171. Add China Aviation Oil (CAO SP)\" \/>\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-04-oct-2023-zh\\\/#blogposting\",\"name\":\"2023\\u5e7410\\u670804\\u65e5: \\u65b0\\u79d1\\u5de5\\u7a0b (STE SP), \\u56fd\\u836f\\u63a7\\u80a1 (1099 HK), \\u6ce2\\u97f3 (BA US) \\u2022 KGI Singapore Research\",\"headline\":\"2023\\u5e7410\\u670804\\u65e5: \\u65b0\\u79d1\\u5de5\\u7a0b (STE SP), \\u56fd\\u836f\\u63a7\\u80a1 (1099 HK), \\u6ce2\\u97f3 (BA 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\\\/05\\\/Thumbnail_asset.jpg?wsr\",\"width\":330,\"height\":153},\"datePublished\":\"2023-10-04T07:39:00+08:00\",\"dateModified\":\"2023-10-04T09:42:41+08:00\",\"inLanguage\":\"en-US\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-04-oct-2023-zh\\\/#webpage\"},\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-04-oct-2023-zh\\\/#webpage\"},\"articleSection\":\"KGI Daily Trading Ideas (Chinese)\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-04-oct-2023-zh\\\/#breadcrumblist\",\"itemListElement\":[{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research#listItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\",\"nextItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/#listItem\",\"name\":\"KGI Daily Trading Ideas (Chinese)\"}},{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/#listItem\",\"position\":2,\"name\":\"KGI Daily Trading Ideas (Chinese)\",\"item\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/\",\"nextItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-04-oct-2023-zh\\\/#listItem\",\"name\":\"2023\\u5e7410\\u670804\\u65e5: \\u65b0\\u79d1\\u5de5\\u7a0b (STE SP), \\u56fd\\u836f\\u63a7\\u80a1 (1099 HK), \\u6ce2\\u97f3 (BA US)\"},\"previousItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research#listItem\",\"name\":\"Home\"}},{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-04-oct-2023-zh\\\/#listItem\",\"position\":3,\"name\":\"2023\\u5e7410\\u670804\\u65e5: \\u65b0\\u79d1\\u5de5\\u7a0b (STE SP), \\u56fd\\u836f\\u63a7\\u80a1 (1099 HK), \\u6ce2\\u97f3 (BA US)\",\"previousItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/#listItem\",\"name\":\"KGI Daily Trading Ideas (Chinese)\"}}]},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\",\"name\":\"KGI Research Singapore\",\"description\":\"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/\",\"telephone\":\"+6562021188\",\"logo\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/wp-content\\\/uploads\\\/2020\\\/11\\\/cropped-Square-logo-PNG.png?wsr\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-04-oct-2023-zh\\\/#organizationLogo\",\"width\":512,\"height\":512},\"image\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-04-oct-2023-zh\\\/#organizationLogo\"}},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/keithtan\\\/#author\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/keithtan\\\/\",\"name\":\"Keith Tan\",\"image\":{\"@type\":\"ImageObject\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-04-oct-2023-zh\\\/#authorImage\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/6e081ee53ea613f8e7be4f0607b3f5c1a3d295ee583a0f5bb51e9c300635ad2e?s=96&d=mm&r=g\",\"width\":96,\"height\":96,\"caption\":\"Keith Tan\"}},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-04-oct-2023-zh\\\/#webpage\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-04-oct-2023-zh\\\/\",\"name\":\"2023\\u5e7410\\u670804\\u65e5: \\u65b0\\u79d1\\u5de5\\u7a0b (STE SP), \\u56fd\\u836f\\u63a7\\u80a1 (1099 HK), \\u6ce2\\u97f3 (BA 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) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Flight Plan) \\u7cdf\\u7cd5\\u7684\\u4e5d\\u6708\\u3002\\u8be5\\u80a1\\u4e0a\\u6708\\u4e0b\\u8dcc14.44%\\uff0c\\u4e3a\\u4e00\\u5e74\\u6765\\u8868\\u73b0\\u6700\\u5dee\\u7684\\u4e00\\u4e2a\\u6708\\u3002\\u53bb\\u5e749\\u6708\\uff0c\\u8be5\\u80a1\\u4e0b\\u8dcc\\u4e8624.44%\\u3002\\u4e0a\\u4e2a\\u6708\\u8be5\\u80a1\\u53ea\\u4e0a\\u6da8\\u4e24\\u5929\\uff0c\\u800c\\u5176\\u4f59\\u4ea4\\u6613\\u65e5\\u90fd\\u6536\\u8dcc\\u3002\\u7531\\u4e8e\\u5bf9\\u901a\\u8d27\\u81a8\\u80c0\\u7684\\u62c5\\u5fe7\\u52a0\\u5267\\uff0c\\u8fd9\\u4e00\\u8dcc\\u5e45\\u4e0e\\u5176\\u4ed6\\u65c5\\u6e38\\u7c7b\\u80a1\\u7968\\u7c7b\\u4f3c\\u3002\\u6ce2\\u97f3\\u88ab\\u8d85\\u5356\\uff0c\\u9884\\u8ba1\\u5c06\\u572823\\u5e74\\u7b2c\\u56db\\u5b63\\u5ea6\\u53cd\\u5f39\\u3002 \\u5e02\\u573a\\u5171\\u8bc6\\u3002 (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Take profit on CrowdStrike (CRWD US) at US$171. Add China Aviation Oil (CAO SP)\",\"inLanguage\":\"en-US\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#website\"},\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-04-oct-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\\\/05\\\/Thumbnail_asset.jpg?wsr\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-04-oct-2023-zh\\\/#mainImage\",\"width\":330,\"height\":153},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-04-oct-2023-zh\\\/#mainImage\"},\"datePublished\":\"2023-10-04T07:39:00+08:00\",\"dateModified\":\"2023-10-04T09:42:41+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\"}}]}\n\t\t<\/script>\n\t\t<!-- All in One SEO -->\n\n","aioseo_head_json":{"title":"2023\u5e7410\u670804\u65e5: \u65b0\u79d1\u5de5\u7a0b (STE SP), \u56fd\u836f\u63a7\u80a1 (1099 HK), \u6ce2\u97f3 (BA 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) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Flight Plan) \u7cdf\u7cd5\u7684\u4e5d\u6708\u3002\u8be5\u80a1\u4e0a\u6708\u4e0b\u8dcc14.44%\uff0c\u4e3a\u4e00\u5e74\u6765\u8868\u73b0\u6700\u5dee\u7684\u4e00\u4e2a\u6708\u3002\u53bb\u5e749\u6708\uff0c\u8be5\u80a1\u4e0b\u8dcc\u4e8624.44%\u3002\u4e0a\u4e2a\u6708\u8be5\u80a1\u53ea\u4e0a\u6da8\u4e24\u5929\uff0c\u800c\u5176\u4f59\u4ea4\u6613\u65e5\u90fd\u6536\u8dcc\u3002\u7531\u4e8e\u5bf9\u901a\u8d27\u81a8\u80c0\u7684\u62c5\u5fe7\u52a0\u5267\uff0c\u8fd9\u4e00\u8dcc\u5e45\u4e0e\u5176\u4ed6\u65c5\u6e38\u7c7b\u80a1\u7968\u7c7b\u4f3c\u3002\u6ce2\u97f3\u88ab\u8d85\u5356\uff0c\u9884\u8ba1\u5c06\u572823\u5e74\u7b2c\u56db\u5b63\u5ea6\u53cd\u5f39\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Take profit on CrowdStrike (CRWD US) at US$171. Add China Aviation Oil (CAO SP)","canonical_url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-oct-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-04-oct-2023-zh\/#blogposting","name":"2023\u5e7410\u670804\u65e5: \u65b0\u79d1\u5de5\u7a0b (STE SP), \u56fd\u836f\u63a7\u80a1 (1099 HK), \u6ce2\u97f3 (BA US) \u2022 KGI Singapore Research","headline":"2023\u5e7410\u670804\u65e5: \u65b0\u79d1\u5de5\u7a0b (STE SP), \u56fd\u836f\u63a7\u80a1 (1099 HK), \u6ce2\u97f3 (BA 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\/05\/Thumbnail_asset.jpg?wsr","width":330,"height":153},"datePublished":"2023-10-04T07:39:00+08:00","dateModified":"2023-10-04T09:42:41+08:00","inLanguage":"en-US","mainEntityOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-oct-2023-zh\/#webpage"},"isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-oct-2023-zh\/#webpage"},"articleSection":"KGI Daily Trading Ideas (Chinese)"},{"@type":"BreadcrumbList","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-oct-2023-zh\/#breadcrumblist","itemListElement":[{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research#listItem","position":1,"name":"Home","item":"https:\/\/www.kgieworld.sg\/research","nextItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/#listItem","name":"KGI Daily Trading Ideas (Chinese)"}},{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/#listItem","position":2,"name":"KGI Daily Trading Ideas (Chinese)","item":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/","nextItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-oct-2023-zh\/#listItem","name":"2023\u5e7410\u670804\u65e5: \u65b0\u79d1\u5de5\u7a0b (STE SP), \u56fd\u836f\u63a7\u80a1 (1099 HK), \u6ce2\u97f3 (BA US)"},"previousItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research#listItem","name":"Home"}},{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-oct-2023-zh\/#listItem","position":3,"name":"2023\u5e7410\u670804\u65e5: \u65b0\u79d1\u5de5\u7a0b (STE SP), \u56fd\u836f\u63a7\u80a1 (1099 HK), \u6ce2\u97f3 (BA US)","previousItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/#listItem","name":"KGI Daily Trading Ideas (Chinese)"}}]},{"@type":"Organization","@id":"https:\/\/www.kgieworld.sg\/research\/#organization","name":"KGI Research Singapore","description":"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","url":"https:\/\/www.kgieworld.sg\/research\/","telephone":"+6562021188","logo":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2020\/11\/cropped-Square-logo-PNG.png?wsr","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-oct-2023-zh\/#organizationLogo","width":512,"height":512},"image":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-oct-2023-zh\/#organizationLogo"}},{"@type":"Person","@id":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/#author","url":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/","name":"Keith Tan","image":{"@type":"ImageObject","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-oct-2023-zh\/#authorImage","url":"https:\/\/secure.gravatar.com\/avatar\/6e081ee53ea613f8e7be4f0607b3f5c1a3d295ee583a0f5bb51e9c300635ad2e?s=96&d=mm&r=g","width":96,"height":96,"caption":"Keith Tan"}},{"@type":"WebPage","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-oct-2023-zh\/#webpage","url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-oct-2023-zh\/","name":"2023\u5e7410\u670804\u65e5: \u65b0\u79d1\u5de5\u7a0b (STE SP), \u56fd\u836f\u63a7\u80a1 (1099 HK), \u6ce2\u97f3 (BA 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) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Flight Plan) \u7cdf\u7cd5\u7684\u4e5d\u6708\u3002\u8be5\u80a1\u4e0a\u6708\u4e0b\u8dcc14.44%\uff0c\u4e3a\u4e00\u5e74\u6765\u8868\u73b0\u6700\u5dee\u7684\u4e00\u4e2a\u6708\u3002\u53bb\u5e749\u6708\uff0c\u8be5\u80a1\u4e0b\u8dcc\u4e8624.44%\u3002\u4e0a\u4e2a\u6708\u8be5\u80a1\u53ea\u4e0a\u6da8\u4e24\u5929\uff0c\u800c\u5176\u4f59\u4ea4\u6613\u65e5\u90fd\u6536\u8dcc\u3002\u7531\u4e8e\u5bf9\u901a\u8d27\u81a8\u80c0\u7684\u62c5\u5fe7\u52a0\u5267\uff0c\u8fd9\u4e00\u8dcc\u5e45\u4e0e\u5176\u4ed6\u65c5\u6e38\u7c7b\u80a1\u7968\u7c7b\u4f3c\u3002\u6ce2\u97f3\u88ab\u8d85\u5356\uff0c\u9884\u8ba1\u5c06\u572823\u5e74\u7b2c\u56db\u5b63\u5ea6\u53cd\u5f39\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Take profit on CrowdStrike (CRWD US) at US$171. Add China Aviation Oil (CAO SP)","inLanguage":"en-US","isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/#website"},"breadcrumb":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-oct-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\/05\/Thumbnail_asset.jpg?wsr","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-oct-2023-zh\/#mainImage","width":330,"height":153},"primaryImageOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-oct-2023-zh\/#mainImage"},"datePublished":"2023-10-04T07:39:00+08:00","dateModified":"2023-10-04T09:42:41+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\u5e7410\u670804\u65e5: \u65b0\u79d1\u5de5\u7a0b (STE SP), \u56fd\u836f\u63a7\u80a1 (1099 HK), \u6ce2\u97f3 (BA 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) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Flight Plan) \u7cdf\u7cd5\u7684\u4e5d\u6708\u3002\u8be5\u80a1\u4e0a\u6708\u4e0b\u8dcc14.44%\uff0c\u4e3a\u4e00\u5e74\u6765\u8868\u73b0\u6700\u5dee\u7684\u4e00\u4e2a\u6708\u3002\u53bb\u5e749\u6708\uff0c\u8be5\u80a1\u4e0b\u8dcc\u4e8624.44%\u3002\u4e0a\u4e2a\u6708\u8be5\u80a1\u53ea\u4e0a\u6da8\u4e24\u5929\uff0c\u800c\u5176\u4f59\u4ea4\u6613\u65e5\u90fd\u6536\u8dcc\u3002\u7531\u4e8e\u5bf9\u901a\u8d27\u81a8\u80c0\u7684\u62c5\u5fe7\u52a0\u5267\uff0c\u8fd9\u4e00\u8dcc\u5e45\u4e0e\u5176\u4ed6\u65c5\u6e38\u7c7b\u80a1\u7968\u7c7b\u4f3c\u3002\u6ce2\u97f3\u88ab\u8d85\u5356\uff0c\u9884\u8ba1\u5c06\u572823\u5e74\u7b2c\u56db\u5b63\u5ea6\u53cd\u5f39\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Take profit on CrowdStrike (CRWD US) at US$171. Add China Aviation Oil (CAO SP)","og:url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-04-oct-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":"2023-10-03T23:39:00+00:00","article:modified_time":"2023-10-04T01:42:41+00:00","twitter:card":"summary","twitter:title":"2023\u5e7410\u670804\u65e5: \u65b0\u79d1\u5de5\u7a0b (STE SP), \u56fd\u836f\u63a7\u80a1 (1099 HK), \u6ce2\u97f3 (BA 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) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Flight Plan) \u7cdf\u7cd5\u7684\u4e5d\u6708\u3002\u8be5\u80a1\u4e0a\u6708\u4e0b\u8dcc14.44%\uff0c\u4e3a\u4e00\u5e74\u6765\u8868\u73b0\u6700\u5dee\u7684\u4e00\u4e2a\u6708\u3002\u53bb\u5e749\u6708\uff0c\u8be5\u80a1\u4e0b\u8dcc\u4e8624.44%\u3002\u4e0a\u4e2a\u6708\u8be5\u80a1\u53ea\u4e0a\u6da8\u4e24\u5929\uff0c\u800c\u5176\u4f59\u4ea4\u6613\u65e5\u90fd\u6536\u8dcc\u3002\u7531\u4e8e\u5bf9\u901a\u8d27\u81a8\u80c0\u7684\u62c5\u5fe7\u52a0\u5267\uff0c\u8fd9\u4e00\u8dcc\u5e45\u4e0e\u5176\u4ed6\u65c5\u6e38\u7c7b\u80a1\u7968\u7c7b\u4f3c\u3002\u6ce2\u97f3\u88ab\u8d85\u5356\uff0c\u9884\u8ba1\u5c06\u572823\u5e74\u7b2c\u56db\u5b63\u5ea6\u53cd\u5f39\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Take profit on CrowdStrike (CRWD US) at US$171. Add China Aviation Oil (CAO SP)","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":"33614","title":"#post_title #separator_sa #site_title","description":"#post_excerpt","keywords":[],"keyphrases":{"focus":[],"additional":[]},"primary_term":null,"canonical_url":null,"og_title":null,"og_description":null,"og_object_type":"default","og_image_type":"default","og_image_url":null,"og_image_width":null,"og_image_height":null,"og_image_custom_url":null,"og_image_custom_fields":null,"og_video":"","og_custom_url":null,"og_article_section":null,"og_article_tags":[],"twitter_use_og":false,"twitter_card":"default","twitter_image_type":"default","twitter_image_url":null,"twitter_image_custom_url":null,"twitter_image_custom_fields":null,"twitter_title":null,"twitter_description":null,"schema":{"blockGraphs":[],"customGraphs":[],"default":{"data":{"Article":{"id":"#aioseo-article-670738cdd7438","slug":"article","graphName":"Article","label":"Article","properties":{"type":"BlogPosting","name":"#post_title","headline":"#post_title","description":"#post_excerpt","image":"","keywords":"","author":{"name":"#author_name","url":"#author_url"},"dates":{"include":true,"datePublished":"","dateModified":""}}},"Course":[],"Dataset":[],"FAQPage":[],"Movie":[],"Person":[],"Product":[],"ProductReview":[],"Car":[],"Recipe":[],"Service":[],"SoftwareApplication":[],"WebPage":[]},"graphName":"Article","isEnabled":true},"graphs":[]},"schema_type":"default","schema_type_options":"{\"article\":{\"articleType\":\"BlogPosting\"},\"course\":{\"name\":\"\",\"description\":\"\",\"provider\":\"\"},\"faq\":{\"pages\":[]},\"product\":{\"reviews\":[]},\"recipe\":{\"ingredients\":[],\"instructions\":[],\"keywords\":[]},\"software\":{\"reviews\":[],\"operatingSystems\":[]},\"webPage\":{\"webPageType\":\"WebPage\"}}","pillar_content":false,"robots_default":true,"robots_noindex":false,"robots_noarchive":false,"robots_nosnippet":false,"robots_nofollow":false,"robots_noimageindex":false,"robots_noodp":false,"robots_notranslate":false,"robots_max_snippet":"-1","robots_max_videopreview":"-1","robots_max_imagepreview":"large","priority":null,"frequency":"default","local_seo":{"locations":{"business":{"name":"","businessType":"","image":"","areaServed":"","urls":{"website":"","aboutPage":"","contactPage":""},"address":{"streetLine1":"","streetLine2":"","zipCode":"","city":"","state":"","country":"","addressFormat":"#streetLineOne\n#streetLineTwo\n#city, #state #zipCode"},"contact":{"phone":"","email":"","fax":""},"ids":{"vat":"","tax":"","chamberOfCommerce":""},"payment":{"priceRange":"","currenciesAccepted":"","methods":""}}},"openingHours":{"useDefaults":true,"show":true,"alwaysOpen":false,"use24hFormat":false,"timezone":"","labels":{"closed":"","alwaysOpen":""},"days":{"monday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"tuesday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"wednesday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"thursday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"friday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"saturday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"sunday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"}}}},"breadcrumb_settings":null,"limit_modified_date":false,"ai":null,"created":"2023-10-03 11:59:31","updated":"2025-06-07 00:59:08","seo_analyzer_scan_date":null},"uagb_featured_image_src":{"full":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/Thumbnail_asset.jpg?wsr",330,153,false],"thumbnail":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/Thumbnail_asset-150x150.jpg?wsr",150,150,true],"medium":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/Thumbnail_asset-300x139.jpg?wsr",300,139,true],"medium_large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/Thumbnail_asset.jpg?wsr",330,153,false],"large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/Thumbnail_asset.jpg?wsr",330,153,false],"1536x1536":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/Thumbnail_asset.jpg?wsr",330,153,false],"2048x2048":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/Thumbnail_asset.jpg?wsr",330,153,false]},"uagb_author_info":{"display_name":"Keith Tan","author_link":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/"},"uagb_comment_info":0,"uagb_excerpt":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd News Feed 1. US job openings unexpectedly rise in August 2. IMF warns fragmented commodities markets imperils food security, green transition 3. US House speaker Kevin McCarthy ejected in brutal, historic rebellion 4. United Airlines orders 110 Airbus, Boeing jets in a bet on travel&hellip;","_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/33614","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/comments?post=33614"}],"version-history":[{"count":3,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/33614\/revisions"}],"predecessor-version":[{"id":33695,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/33614\/revisions\/33695"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media\/15562"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media?parent=33614"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/categories?post=33614"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/tags?post=33614"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}