{"id":34994,"date":"2023-11-03T07:03:00","date_gmt":"2023-11-02T23:03:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=34994"},"modified":"2023-11-03T09:58:48","modified_gmt":"2023-11-03T01:58:48","slug":"kgi-daily-trading-ideas-03-nov-2023-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-03-nov-2023-zh\/","title":{"rendered":"2023\u5e7411\u670803\u65e5: UMS \u63a7\u80a1 (UMSH SP), \u8054\u60f3\u96c6\u56e2 (992 HK), \u8d85\u5fae\u534a\u5bfc\u4f53 (AMD 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-34994-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"940\" height=\"464\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/image-7.png\" alt=\"\" class=\"wp-image-35082\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/image-7.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/image-7-300x148.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/image-7-768x379.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-factory-orders-surge-september\">US factory orders surge in September<\/a><\/td><\/tr><tr><td>2. <a href=\"https:\/\/www.channelnewsasia.com\/business\/dollar-weakens-risk-appetite-rises-view-fed-rate-hikes-are-done-3890766\">Dollar weakens as risk appetite rises on view Fed rate hikes are done<\/a><\/td><\/tr><tr><td>3. <a href=\"https:\/\/www.reuters.com\/markets\/us\/futures-climb-bets-end-feds-rate-hikes-2023-11-02\/\">Wall Street indexes rally on bets of peak US interest rates, strong earnings<\/a><\/td><\/tr><tr><td>4. <a href=\"https:\/\/www.businesstimes.com.sg\/property\/mortgage-rates-us-fall-first-time-two-months\">Mortgage rates in the US fall for the first time in two months<\/a><\/td><\/tr><tr><td>5. <a href=\"https:\/\/www.channelnewsasia.com\/business\/us-streaming-stocks-jump-roku-signals-ad-market-recovery-3892001\">US streaming stocks jump as Roku signals ad market recovery<\/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\/11\/word-image-29.png\" alt=\"\" class=\"wp-image-35035\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-29.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-29-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-34994-_qqv3rtx8nazp\"><\/a><a id=\"post-34994-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1058\" height=\"512\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-30.png\" alt=\"\" class=\"wp-image-35036\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-30.png 1058w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-30-300x145.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-30-1024x496.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-30-768x372.png 768w\" sizes=\"(max-width: 1058px) 100vw, 1058px\" \/><\/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.channelnewsasia.com\/asia\/china-former-premier-li-keqiang-death-cremation-flags-half-mast-beijing-3890896\">Flags at half-mast in Beijing as China mourns late Premier Li Keqiang<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.caixinglobal.com\/2023-11-02\/chinas-property-sector-loans-contract-for-first-time-on-record-102122879.html\">China\u2019s Property Sector Loans Contract for First Time on Record<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/china-strengthens-capital-management-rules-banks\">China strengthens capital management rules for banks<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.chinadaily.com.cn\/a\/202311\/02\/WS6542d6a5a31090682a5ebf41.html\">Fresh moves to target local government debt<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.reuters.com\/markets\/global-economy-asias-factories-squeezed-chinas-nascent-recovery-teeters-2023-11-01\/\">Asia\u2019s factories squeezed as China\u2019s nascent recovery teeters<\/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\/11\/word-image-31.png\" alt=\"\" class=\"wp-image-35037\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-31.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-31-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-34994-_9i0c554gtu0u\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-32.png\" class=\"wp-image-35038\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-32.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-32-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-34994-_x55956toc1yg\"><\/a><a id=\"post-34994-_r882so8pz6av\"><\/a><strong>UMS \u63a7\u80a1 (UMSH SP)\uff1a\u9884\u671f\u7b2c\u4e09\u5b63\u66f4\u597d\u4e1a\u7ee9<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\u4ef7\uff1a1.26\uff0c\u76ee\u6807\u4ef7\uff1a1.36\uff0c\u6b62\u635f\u4ef7\uff1a1.21<\/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>\u4e0a\u6e38\u5bf92024\u5e74\u524d\u666f\u4e50\u89c2\u3002<\/strong>AMD\u516c\u53f8\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u8d85\u8fc7\u5e02\u573a\u9884\u671f\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u5b83\u9884\u6d4b\u6570\u636e\u4e2d\u5fc3GPU\u6536\u5165\u5c06\u57282024\u5e74\u8d85\u8fc720\u4ebf\u7f8e\u5143\u3002\u4e09\u661f\u7535\u5b50\u62a5\u544a\u79f0\uff0c\u7b2c\u4e09\u5b63\u5ea6\u662f2023\u5e74\u6700\u8d5a\u94b1\u7684\u5b63\u5ea6\uff0c\u5e76\u63d0\u5230\u667a\u80fd\u624b\u673a\u548c\u4e2a\u4eba\u7535\u8111\u7684\u9700\u6c42\u6709\u671b\u5728\u5373\u5c06\u5230\u6765\u7684\u66f4\u6362\u5468\u671f\u4e2d\u53cd\u5f39\u3002\u4eba\u5de5\u667a\u80fd\u4e3b\u9898\u57282024\u5e74\u4ecd\u5c06\u662f\u4e00\u4e2a\u5173\u952e\u7684\u6295\u8d44\u4e3b\u9898\uff0c\u63a8\u52a8\u76f8\u5173\u9886\u57df\u7684\u589e\u957f\u3002\n  <\/li><li><strong>\u5e94\u7528\u6750\u659923\u8d22\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u3002<\/strong>\u5e94\u7528\u6750\u6599\u516c\u53f8\u662fUMS\u7684\u91cd\u8981\u5ba2\u6237\u3002\u5176\u7b2c\u4e09\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u4e0b\u964d1.4%\uff0c\u81f363\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f2.5\u4ebf\u7f8e\u5143\u3002\u7b2c\u4e09\u5b63\u5ea6Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a1.9\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.15\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u9884\u8ba1\uff0c\u7b2c\u56db\u5b63\u5ea6\u51c0\u9500\u552e\u989d\u7ea6\u4e3a65.1\u4ebf\u7f8e\u5143\uff0c\u4e0a\u4e0b\u6d6e\u52a84\u4ebf\u7f8e\u5143\uff0c\u800c\u5e02\u573a\u9884\u671f\u4e3a58.7\u4ebf\u7f8e\u5143\u3002\u7b2c\u56db\u5b63\u5ea6Non-GAAP\u5219\u8c03\u6574\u540e\u7684\u644a\u8584\u6bcf\u80a1\u6536\u76ca\u9884\u8ba1\u57281.82\u7f8e\u5143\u81f32.18\u7f8e\u5143\u4e4b\u95f4\uff0c\u800c\u5e02\u573a\u9884\u671f\u4e3a1.60\u7f8e\u5143\u3002AMAT\u5c06\u4e8e11\u670816\u65e5\u53d1\u5e03\u5176\u7b2c\u56db\u5b63\u5ea6\u6536\u76ca\u3002\n  <\/li><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<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-33.png\" class=\"wp-image-35039\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-33.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-33-300x64.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=\"1529\" height=\"557\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-34.png\" alt=\"\" class=\"wp-image-35040\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-34.png 1529w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-34-300x109.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-34-1024x373.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-34-768x280.png 768w\" sizes=\"(max-width: 1529px) 100vw, 1529px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-34994-_9s0gksfdkvw9\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-35.png\" class=\"wp-image-35041\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-35.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-35-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-34994-_ihlquzuwmdr2\"><\/a><a id=\"post-34994-_3rpth76g23s5\"><\/a><strong>\u60a6\u6995\u63a7\u80a1 (BTH SP)\uff1a\u4e0d\u65ad\u589e\u957f\u7684\u6269\u5f20\u8ba1\u5212<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.385\uff0c\u76ee\u6807\u4ef7\uff1a0.410\uff0c\u6b62\u635f\u4ef7\uff1a0.373<\/strong>\n  <\/li><li>\n    \u60a6\u6995\u63a7\u80a1\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u5176\u5b50\u516c\u53f8\u62e5\u6709\u548c\u7ba1\u7406\u9152\u5e97\u96c6\u56e2\u3002\u8be5\u516c\u53f8\u4e13\u6ce8\u4e8e\u9152\u5e97\uff0c\u5ea6\u5047\u6751\uff0c\u6c34\u7597\u4e2d\u5fc3\uff0c\u753b\u5eca\uff0c\u9ad8\u5c14\u592b\u7403\u573a\u548c\u4f4f\u5b85\uff0c\u4ee5\u53ca\u63d0\u4f9b\u6295\u8d44\uff0c\u8bbe\u8ba1\uff0c\u65bd\u5de5\u548c\u9879\u76ee\u7ba1\u7406\u670d\u52a1\u3002\u60a6\u6995\u63a7\u80a1\u670d\u52a1\u4e8e\u5168\u7403\u5ba2\u6237\u3002\n  <\/li><li><strong>\u5165\u83f2\u5f8b\u5bbe\u5e02\u573a\u3002<\/strong>\u60a6\u6995\u5c06\u4e8e2026\u5e74\u5728\u83f2\u5f8b\u5bbe\u5f00\u8bbe\u5176\u9996\u4e2a\u4f4f\u5b85\u9879\u76ee\uff0c\u540d\u4e3aBanyan Tree Residences Manila Bay\u3002\u8be5\u9879\u76ee\u5c06\u63d0\u4f9b188\u5957\u4f4f\u5b85\uff0c\u6a2a\u8de8\u4e09\u5ea7\u73bb\u7483\u5c01\u95ed\u7684\u5854\u697c\uff0c\u4fef\u77b0\u9a6c\u5c3c\u62c9\u6e7e\uff0c\u5c06\u73b0\u4ee3\u751f\u6d3b\u4e0e\u83f2\u5f8b\u5bbe\u8bbe\u8ba1\u4f20\u7edf\u878d\u5408\u5728\u4e00\u8d77\uff0c\u5305\u62ec\u4e13\u6ce8\u4e8e\u5efa\u7b51\u548c\u5ba4\u5185\u8bbe\u8ba1\u3002\u5c45\u6c11\u5c06\u4eab\u53d7\u4e00\u7cfb\u5217\u7684\u8bbe\u65bd\uff0c\u598224\u5c0f\u65f6\u793c\u5bbe\u670d\u52a1\uff0c\u9910\u5385\uff0c\u5c4b\u9876\u82b1\u56ed\uff0c\u65e0\u8fb9\u6cf3\u6c60\uff0c\u5065\u8eab\u4e2d\u5fc3\uff0c\u4ee5\u53ca\u83f2\u5f8b\u5bbe\u7b2c\u4e00\u5bb6\u60a6\u6995\u6811\u6c34\u7597\u4e2d\u5fc3\u548c\u753b\u5eca\u3002\u6b64\u5916\uff0c\u4e1a\u4e3b\u8fd8\u53ef\u4ee5\u8fdb\u5165\u60a6\u6995\u56ed\u4ff1\u4e50\u90e8\uff0c\u4eab\u53d7\u72ec\u5bb6\u4f18\u60e0\uff0c\u5e76\u8fdb\u5165\u60a6\u6995\u56ed\u54c1\u724c\u7684\u5168\u7403\u5ea6\u5047\u6751\u548c\u7269\u4e1a\u7f51\u7edc\u3002\u60a6\u6995\u5728\u83f2\u5f8b\u5bbe\u6709\u8fdb\u4e00\u6b65\u7684\u6269\u5f20\u8ba1\u5212\uff0c\u5305\u62ec\u4e00\u5bb6\u9152\u5e97\u3001\u4e24\u4e2a\u9ad8\u5c14\u592b\u7403\u573a\u3001\u5c9b\u5c7f\u5f00\u53d1\u9879\u76ee\u548c\u5ea6\u5047\u6751\uff0c\u91cd\u70b9\u5173\u6ce8\u84ec\u52c3\u53d1\u5c55\u7684\u4e1c\u5357\u4e9a\u623f\u5730\u4ea7\u5e02\u573a\u3002\n  <\/li><li><strong>Garrya\u5728Java\u7684\u9996\u6b21\u4eae\u76f8\u3002<\/strong>\u60a6\u6995\u5728\u5370\u5c3c\u722a\u54c7\u5c9b\u5f00\u8bbe\u4e86\u4e00\u5bb6\u540d\u4e3aGarrya Bianti Yogyakarta\u7684\u65b0\u5ea6\u5047\u6751\uff0c\u7ee7\u7eed\u5176\u6781\u7b80\u4e3b\u4e49Garrya\u54c1\u724c\u7684\u5168\u7403\u6269\u5f20\u3002\u5ea6\u5047\u6751\u7684\u8bbe\u8ba1\u7075\u611f\u6765\u81ea\u722a\u54c7\u6587\u5316\u548c\u6807\u5fd7\u6027\u7684\u65e5\u60f9\u5bfa\u5e99\u3002\u5b83\u63d0\u4f9b24\u680b\u522b\u5885\uff0c\u5305\u62ec\u4e00\u680b\u5e26\u79c1\u4eba\u6e38\u6cf3\u6c60\u548c\u5065\u8eab\u8bbe\u65bd\u7684\u4e24\u5c45\u5ba4\u522b\u5885\uff0c\u4ee5\u53ca\u63d0\u4f9b\u4e9a\u6d32\u5065\u5eb7\u7597\u6cd5\u7684\u6c34\u7597\u4e2d\u5fc3\u3002\u70f9\u996a\u9009\u62e9\u91c7\u7528\u5f53\u5730\u98df\u6750\u5236\u6210\u7684\u4f20\u7edf\u722a\u54c7\u83dc\uff0c\u5ba2\u4eba\u53ef\u4ee5\u63a2\u7d22\u5f53\u5730\u7684\u827a\u672f\u548c\u5de5\u827a\u54c1\u3002\u60a6\u6995\u96c6\u56e2\u8ba1\u5212\u52302025\u5e74\u5728\u8d8a\u5357\u5f00\u8bbe\u56db\u5bb6Garrya\u5ea6\u5047\u6751\uff0c\u5728\u4e2d\u56fd\u5f00\u8bbe\u4e24\u5bb6\u3002\n  <\/li><li><strong>\u514d\u7b7e\u8bc1\u65c5\u884c\u3002<\/strong>\u6cf0\u56fd\u57282023\u5e749\u670825\u65e5\u81f32024\u5e742\u670829\u65e5\u671f\u95f4\u6682\u65f6\u514d\u9664\u4e86\u5bf9\u4e2d\u56fd\u548c\u54c8\u8428\u514b\u65af\u5766\u6e38\u5ba2\u7684\u65c5\u6e38\u7b7e\u8bc1\u8981\u6c42\uff0c\u6b64\u4e3e\u662f\u4e3a\u4e86\u5728\u5e74\u5e95\u65c5\u6e38\u65fa\u5b63\u5438\u5f15\u66f4\u591a\u6e38\u5ba2\uff0c\u523a\u6fc0\u6d88\u8d39\uff0c\u4ee5\u523a\u6fc0\u7ecf\u6d4e\u3002\u7531\u4e8e\u51fa\u53e3\u75b2\u8f6f\uff0c\u6cf0\u56fd\u7ecf\u6d4e\u6b63\u5728\u653e\u7f13\u3002\u5546\u754c\u5bf9\u653f\u5e9c\u7684\u65b0\u653f\u7b56\u8868\u793a\u6b22\u8fce\uff0c\u822a\u7a7a\u516c\u53f8\u6b63\u51c6\u5907\u589e\u52a0\u822a\u73ed\u548c\u589e\u52a0\u8fd0\u529b\uff0c\u4ee5\u9002\u5e94\u9884\u8ba1\u4f1a\u589e\u52a0\u7684\u6e38\u5ba2\u3002\u65c5\u6e38\u4e1a\u4e50\u89c2\u5730\u8ba4\u4e3a\uff0c\u514d\u7b7e\u8bc1\u8ba1\u5212\u5c06\u53d6\u5f97\u6210\u529f\uff0c\u5e76\u4fc3\u8fdb\u6cf0\u56fd\u7684\u65c5\u6e38\u6d88\u8d39\u3002\u8fd9\u4e5f\u5c06\u4f7f\u60a6\u6995\u7b49\u4f01\u4e1a\u53d7\u76ca\uff0c\u8be5\u516c\u53f8\u5728\u5370\u5ea6\u62e5\u6709\u591a\u5904\u623f\u4ea7\u3002\u514d\u7b7e\u8bc1\u8ba1\u5212\u5c06\u4f7f\u4e2d\u56fd\u6e38\u5ba2\u66f4\u5bb9\u6613\u3001\u66f4\u65b9\u4fbf\u5730\u8bbf\u95ee\u6cf0\u56fd\uff0c\u8fd9\u53ef\u80fd\u4f1a\u5bfc\u81f4\u60a6\u6995\u9152\u5e97\u7684\u9884\u8ba2\u91cf\u589e\u52a0\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>2023\u5e74\u4e0a\u534a\u5e74\u8425\u6536\u589e\u957f21%\uff0c\u81f31.437\u4ebf\u65b0\u5143\uff0c\u4e0a\u5e74\u540c\u671f\u4e3a1.186\u4ebf\u65b0\u5143\u3002\u5176\u6838\u5fc3\u8425\u4e1a\u5229\u6da6\u4ece2022\u5e74\u4e0a\u534a\u5e74\u76841,110\u4e07\u65b0\u5143\u589e\u957f\u81f32023\u5e74\u4e0a\u534a\u5e74\u76841,870\u4e07\u65b0\u5143\uff0c\u589e\u5e45\u8fbe68%\u30022023\u5e74\u4e0a\u534a\u5e74\uff08\u4ee5\u540c\u5e97\u4e3a\u57fa\u7840\uff09\u6bcf\u623f\u6536\u76ca\u540c\u6bd4\u589e\u957f64%\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\/11\/word-image-36.png\" class=\"wp-image-35043\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-36.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-36-300x64.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=\"1554\" height=\"671\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-37.png\" alt=\"\" class=\"wp-image-35044\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-37.png 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-37-300x130.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-37-1024x442.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-37-768x332.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-37-1536x663.png 1536w\" sizes=\"(max-width: 1554px) 100vw, 1554px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-34994-_uhzkqhavyvxz\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-38.png\" class=\"wp-image-35046\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-38.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-38-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-34994-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-39.png\" class=\"wp-image-35047\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-39.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-39-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-34994-_uj240uvedzn5\"><\/a><a id=\"post-34994-_k37ffueyh24k\"><\/a><strong>\u8054\u60f3\u96c6\u56e2 (992 HK)\uff1a\u8d70\u5411\u4eba\u5de5\u667a\u80fd<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a9.20\uff0c\u76ee\u6807\u4ef7\uff1a10.00\uff0c\u6b62\u635f\u4ef7\uff1a8.80<\/strong>\n  <\/li><li>\n    \u8054\u60f3\u96c6\u56e2\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u4e2a\u4eba\u7535\u8111\u53ca\u76f8\u5173\u4e1a\u52a1\u7684\u6295\u8d44\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u7684\u4e3b\u8981\u4ea7\u54c1\u5305\u62ec\u201cThink\u201d\u54c1\u724c\u5546\u7528\u4e2a\u4eba\u7535\u8111\u3001\u201cIdea\u201d\u54c1\u724c\u7684\u6d88\u8d39\u4e2a\u4eba\u7535\u8111\u3001\u4f3a\u670d\u5668\u3001\u5de5\u4f5c\u7ad9\u4ee5\u53ca\u5305\u62ec\u5e73\u677f\u7535\u8111\u548c\u667a\u80fd\u624b\u673a\u7b49\u7684\u4e00\u7cfb\u5217\u79fb\u52a8\u4e92\u8054\u7f51\u7ec8\u7aef\u3002\u8be5\u516c\u53f8\u5305\u62ec\u56db\u4e2a\u533a\u57df\u90e8\u95e8\uff1a\u4e2d\u56fd\u90e8\u95e8\uff0c\u4e9a\u592a\uff08AP\uff09\u90e8\u95e8\uff0c\u6b27\u6d32\u3001\u4e2d\u4e1c\u53ca\u975e\u6d32\uff08EMEA\uff09\u90e8\u95e8\u4ee5\u53ca\u7f8e\u6d32\uff08AG\uff09\u90e8\u95e8\u3002\u8be5\u516c\u53f8\u8fd8\u63d0\u4f9b\u4e91\u670d\u52a1\u548c\u5176\u4ed6\u76f8\u5173\u670d\u52a1\u3002\u8be5\u516c\u53f8\u7684\u4ea7\u54c1\u9500\u5f80\u4e2d\u56fd\u56fd\u5185\u4e0e\u6d77\u5916\u5e02\u573a\u3002\n  <\/li><li><strong>\u4e0e\u82f1\u4f1f\u8fbe\u5408\u4f5c\u3002<\/strong>\u8054\u60f3\u548c\u82f1\u4f1f\u8fbe\u6269\u5927\u4e86\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\uff0c\u5f00\u53d1\u65b0\u7684\u6df7\u5408\u4eba\u5de5\u667a\u80fd\u89e3\u51b3\u65b9\u6848\uff0c\u5e76\u5728\u5de5\u7a0b\u65b9\u9762\u8fdb\u884c\u5408\u4f5c\u3002\u8fd9\u4e00\u5408\u4f5c\u65e8\u5728\u5c06\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u7684\u529b\u91cf\u5e26\u7ed9\u6bcf\u4e00\u5bb6\u4f01\u4e1a\u3002\u8054\u60f3\u5c06\u4e0e\u82f1\u4f1f\u8fbe\u5bc6\u5207\u5408\u4f5c\uff0c\u63d0\u4f9b\u5b8c\u5168\u96c6\u6210\u7684\u7cfb\u7edf\uff0c\u5c06\u4eba\u5de5\u667a\u80fd\u8ba1\u7b97\u5e26\u5230\u8fb9\u7f18\u548c\u4e91\u7aef\uff0c\u5728\u90a3\u91cc\u521b\u5efa\u6570\u636e\u3002\u8fd9\u5c06\u4f7f\u4f01\u4e1a\u66f4\u5bb9\u6613\u90e8\u7f72\u5b9a\u5236\u7684\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u5e94\u7528\u7a0b\u5e8f\uff0c\u4ee5\u63a8\u52a8\u6240\u6709\u884c\u4e1a\u7684\u521b\u65b0\u548c\u8f6c\u578b\u3002\n  <\/li><li><strong>\u65b0\u4ea7\u54c1\u4e0a\u5e02\u9500\u552e\u3002<\/strong>\u8054\u60f3\u521a\u521a\u5f00\u59cb\u9500\u552eThinkPad X1 Fold 16\u82f1\u5bf8\u6298\u53e0\u7b14\u8bb0\u672c\u7535\u8111\uff0c\u8fd9\u662f\u8be5\u4ea7\u54c1\u53d1\u5e03\u4e00\u5e74\u591a\u540e\u7684\u4e8b\u60c5\u3002ThinkPad X1 Fold 16\u201d\u914d\u5907\u4e86\u4ee4\u4eba\u5370\u8c61\u6df1\u523b\u768416.3\u82f1\u5bf8\u53ef\u6298\u53e0\u4e09\u661fOLED\u663e\u793a\u5c4f\uff0c\u5206\u8fa8\u7387\u4e3a2024 x 2560\u50cf\u7d20\uff0c\u6298\u53e0\u540e\u53ef\u8f6c\u6362\u4e3a12\u82f1\u5bf8\u663e\u793a\u5c4f\uff0c\u53ef\u4ee5\u4e0e\u84dd\u7259\u952e\u76d8\u65e0\u7f1d\u914d\u5bf9\uff0c\u63d0\u4f9b\u7c7b\u4f3c\u7b14\u8bb0\u672c\u7535\u8111\u7684\u4f53\u9a8c\u3002\u8fd9\u6b3e\u4ea7\u54c1\u4e00\u5b9a\u4f1a\u5438\u5f15\u6d88\u8d39\u8005\uff0c\u8ba9\u4ed6\u4eec\u66f4\u559c\u6b22\u4e00\u6b3e\u65b9\u4fbf\u800c\u53c8\u5927\u7684\u5e73\u677f\u7535\u8111\uff0c\u5b83\u80fd\u63d0\u4f9b\u4e0e\u7b14\u8bb0\u672c\u7535\u8111\u76f8\u540c\u7684\u4f7f\u7528\u4f53\u9a8c\u3002\n  <\/li><li><strong>\u5f00\u62d3\u5370\u5ea6\u5e02\u573a\u3002<\/strong>\u8054\u60f3\u662f100\u5bb6\u88ab\u5370\u5ea6\u6388\u6743\u8fdb\u53e3\u7b14\u8bb0\u672c\u7535\u8111\u3001\u5e73\u677f\u7535\u8111\u548c\u4e2a\u4eba\u7535\u8111\u7b49\u7535\u5b50\u8bbe\u5907\u7684\u516c\u53f8\u4e4b\u4e00\uff0c\u8be5\u7cfb\u7edf\u65e8\u5728\u76d1\u63a7\u51fa\u8d27\u91cf\u3002\u5176\u4ed6\u516c\u53f8\u5305\u62ec\u82f9\u679c\u3001\u6234\u5c14\u3001\u60e0\u666e\u3001\u4e09\u661f\u7b49\u3002\u8fd9\u4e9b\u516c\u53f8\u5fc5\u987b\u5728\u95e8\u6237\u7f51\u7ad9\u4e0a\u6ce8\u518c\u8fdb\u53e3\u7684\u6570\u91cf\u548c\u4ef7\u503c\uff0c\u6388\u6743\u6709\u6548\u671f\u81f32024\u5e749\u6708\u3002\u8fd9\u4f7f\u5f97\u8054\u60f3\u80fd\u591f\u8fdb\u5165\u5370\u5ea6\u5e02\u573a\uff0c\u53ef\u80fd\u4f1a\u589e\u52a0\u53e6\u4e00\u4e2a\u6765\u81ea\u5370\u5ea6\u7684\u6536\u5165\u6765\u6e90\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002<\/strong>\u8425\u6536\u589e\u81f3\u4eba\u6c11\u5e01458.6\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f152.89%\u3002\u51c0\u5229\u6da640.7\u4ebf\u5143\uff0c\u5e74\u5185\u9996\u6b21\u6062\u590d\u76c8\u5229\u3002\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4e3a0.28\u5143\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-40.png\" class=\"wp-image-35048\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-40.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-40-300x64.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=\"1529\" height=\"557\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-41.png\" alt=\"\" class=\"wp-image-35049\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-41.png 1529w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-41-300x109.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-41-1024x373.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-41-768x280.png 768w\" sizes=\"(max-width: 1529px) 100vw, 1529px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-34994-_5ofaqbf8jhf8\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-42.png\" class=\"wp-image-35050\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-42.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-42-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-34994-_ijtoqpk5ehxt\"><\/a><a id=\"post-34994-_63hsymlilc1n\"><\/a><strong>\u4e2d\u56fd\u822a\u7a7a (753 HK)\uff1a\u822a\u73ed\u5c06\u7ee7\u7eed\u589e\u52a0<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a5.25\uff0c\u76ee\u6807\u4ef7\uff1a5.85\uff0c\u6b62\u635f\u4ef7\uff1a4.95<\/strong>\n  <\/li><li>\n    \u4e2d\u56fd\u56fd\u9645\u822a\u7a7a\u80a1\u4efd\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u63d0\u4f9b\u4e2d\u56fd\u56fd\u5185\u3001\u6e2f\u6fb3\u53f0\u5730\u533a\u53ca\u56fd\u9645\u822a\u7a7a\u5ba2\u8fd0\u3001\u8d27\u8fd0\u90ae\u8fd0\u53ca\u7ef4\u4fee\u670d\u52a1\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u8fd8\u4ece\u4e8b\u56fd\u5185\u3001\u56fd\u9645\u516c\u52a1\u98de\u884c\u4e1a\u52a1\uff0c\u98de\u673a\u6267\u7ba1\u4e1a\u52a1\uff0c\u822a\u7a7a\u5668\u7ef4\u4fee\uff0c\u822a\u7a7a\u516c\u53f8\u95f4\u4e1a\u52a1\u4ee3\u7406\uff0c\u4e0e\u4e3b\u8425\u4e1a\u52a1\u6709\u5173\u7684\u5730\u9762\u670d\u52a1\u548c\u822a\u7a7a\u5feb\u9012\uff0c\u673a\u4e0a\u514d\u7a0e\u54c1\uff0c\u673a\u4e0a\u5546\u54c1\u96f6\u552e\u4e1a\u52a1\u4ee5\u53ca\u822a\u7a7a\u610f\u5916\u4fdd\u9669\u9500\u552e\u4ee3\u7406\u4e1a\u52a1\u3002\n  <\/li><li><strong>\u6062\u590d\u76c8\u5229\u3002<\/strong>\u5728\u5317\u4eac\u653e\u677e\u4e25\u683c\u7684\u65b0\u51a0\u9650\u5236\u540e\uff0c\u5546\u52a1\u548c\u4f11\u95f2\u65c5\u6e38\u5927\u5e45\u589e\u957f\uff0c\u63a8\u52a8\u56fd\u822a\u5728\u4eca\u5e74\u524d9\u4e2a\u6708\u6062\u590d\u76c8\u5229\u3002\u968f\u7740\u516c\u53f8\u8fd0\u529b\u90e8\u7f72\u7684\u589e\u52a0\uff0c\u5728\u5ba2\u5ea7\u7387\u548c\u4ef7\u683c\u53cc\u53cc\u4e0a\u5347\u7684\u5e26\u52a8\u4e0b\uff0c\u4e8f\u635f\u989d\u660e\u663e\u4e0b\u964d\uff0c\u5229\u6da6\u589e\u957f\u3002\n  <\/li><li><strong>\u4e2d\u7f8e\u4e4b\u95f4\u822a\u73ed\u589e\u52a0\u3002<\/strong>\u7f8e\u56fd\u8fd0\u8f93\u90e8\u5ba3\u5e03\uff0c\u4ece11\u67089\u65e5\u8d77\uff0c\u4e2d\u7f8e\u4e4b\u95f4\u7684\u822a\u73ed\u5c06\u4ece\u76ee\u524d\u7684\u6bcf\u546848\u73ed\u589e\u52a0\u5230\u6bcf\u546870\u73ed\u3002\u5728\u65b0\u51a0\u75ab\u60c5\u524d\uff0c\u4e24\u56fd\u4e4b\u95f4\u7684\u5e73\u5747\u822a\u73ed\u6570\u91cf\u4e3a\u6bcf\u5468340\u67b6\u6b21\u3002\u6700\u8fd1\uff0c\u4e2d\u56fd\u548c\u7f8e\u56fd\u9ad8\u5c42\u5b98\u5458\u5f00\u59cb\u76f8\u4e92\u8bbf\u95ee\uff0c\u8fd9\u6807\u5fd7\u7740\u4e2d\u7f8e\u5173\u7cfb\u7684\u4e00\u4e9b\u6539\u5584\u3002\n  <\/li><li><strong>\u5b63\u8282\u6027\u65c5\u6e38\u9700\u6c42\u4e0a\u5347\u3002<\/strong>\u968f\u774011\u6708\u65c5\u6e38\u65fa\u5b63\u7684\u5230\u6765\uff0c\u65c5\u6e38\u9700\u6c42\u5fc5\u7136\u4f1a\u4e0a\u5347\uff0c\u56e0\u4e3a\u6d88\u8d39\u8005\u8ba1\u5212\u5728\u5e74\u5e95\u65c5\u884c\uff0c\u4ee5\u9003\u907f\u51ac\u5929\u7684\u5bd2\u51b7\uff0c\u6216\u4f53\u9a8c\u51ac\u5b63\u3002\u8fd9\u4e2a\u5bd2\u5047\u4e5f\u662f\u81ea\u4eca\u5e741\u6708\u521d\u4e2d\u56fd\u91cd\u65b0\u5f00\u653e\u4ee5\u6765\u7684\u7b2c\u4e00\u4e2a\u5bd2\u5047\uff0c\u56e0\u6b64\u5728\u6b64\u671f\u95f4\u65c5\u884c\u91cf\u53ef\u80fd\u4f1a\u589e\u52a0\u3002\u636e\u4e2d\u56fd\u6c11\u822a\u5c40\u79f0\uff0c\u4e2d\u56fd\u822a\u7a7a\u516c\u53f8\u7684\u51ac\u6625\u5b9a\u671f\u822a\u73ed\u4e5f\u6709\u6240\u589e\u52a0\uff0c\u5728\u5373\u5c06\u5230\u6765\u7684\u51ac\u6625\u5b63\u8282\uff0c\u6bcf\u5468\u5b89\u6392\u56fd\u5185\u8d27\u8fd0\u548c\u5ba2\u8fd0\u822a\u73ed96,651\u67b6\u6b21\uff0c\u6bd42019-2020\u5e74\u540c\u671f\u589e\u957f33.95%\u3002\u636e\u6c11\u822a\u5c40\u79f0\uff0c\u4ece10\u670829\u65e5\u5230\u660e\u5e743\u670830\u65e5\uff0c\u8fd8\u5c06\u5f00\u901a516\u6761\u65b0\u7684\u56fd\u5185\u822a\u7ebf\uff0c\u6bcf\u5468\u63d0\u4f9b7202\u4e2a\u822a\u73ed\u3002\u5728\u56fd\u9645\u822a\u73ed\u65b9\u9762\uff0c150\u5bb6\u56fd\u5185\u5916\u822a\u7a7a\u516c\u53f8\u8ba1\u5212\u6bcf\u5468\u5b89\u639216,680\u4e2a\u822a\u73ed\uff0c\u5230\u8fbe68\u4e2a\u56fd\u5916\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002<\/strong>\u8425\u6536\u589e\u81f3\u4eba\u6c11\u5e01458.6\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f152.89%\u3002\u51c0\u5229\u6da640.7\u4ebf\u5143\uff0c\u5e74\u5185\u9996\u6b21\u6062\u590d\u76c8\u5229\u3002\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4e3a0.28\u5143\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-43.png\" class=\"wp-image-35051\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-43.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-43-300x64.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=\"1554\" height=\"671\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-44.png\" alt=\"\" class=\"wp-image-35052\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-44.png 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-44-300x130.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-44-1024x442.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-44-768x332.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-44-1536x663.png 1536w\" sizes=\"(max-width: 1554px) 100vw, 1554px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-34994-_v0tgrq7sbyi8\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-45.png\" class=\"wp-image-35053\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-45.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-45-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-34994-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-46.png\" class=\"wp-image-35054\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-46.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-46-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-46-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-34994-_3s1vp462s6dj\"><\/a><a id=\"post-34994-_u2xm6pxaak0m\"><\/a><strong>\u8d85\u5fae\u534a\u5bfc\u4f53 (AMD US)\uff1a\u4eba\u5de5\u667a\u80fd\u53d1\u5c55\u8fdb\u7a0b<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a105\uff0c\u76ee\u6807\u4ef7\uff1a120\uff0c\u6b62\u635f\u4ef7\uff1a97.5<\/strong>\n  <\/li><li>\n    \u5df4\u91cc\u514b\u9ec4\u91d1\u516c\u53f8\u4ece\u4e8b\u9ec4\u91d1\u548c\u94dc\u8d44\u4ea7\u7684\u52d8\u63a2\u3001\u77ff\u5c71\u5f00\u53d1\u3001\u751f\u4ea7\u548c\u9500\u552e\u3002\u5b83\u5728\u963f\u6839\u5ef7\u3001\u52a0\u62ff\u5927\u3001\u79d1\u7279\u8fea\u74e6\u3001\u521a\u679c\u6c11\u4e3b\u5171\u548c\u56fd\u3001\u591a\u7c73\u5c3c\u52a0\u5171\u548c\u56fd\u3001\u9a6c\u91cc\u3001\u5766\u6851\u5c3c\u4e9a\u548c\u7f8e\u56fd\u62e5\u6709\u91d1\u77ff\u7684\u6240\u6709\u6743\u6743\u76ca\u3002\n  <\/li><li><strong>\u8fdb\u4e00\u6b65\u7684\u4eba\u5de5\u667a\u80fd\u53d1\u5c55\u5c06\u4f1a\u516c\u5e03\u3002<\/strong>AMD\u5c06\u4e8e12\u67086\u65e5\u4e3e\u884c\u4e00\u573a\u5148\u8fdb\u7684\u4eba\u5de5\u667a\u80fd\u6d3b\u52a8\uff0c\u5c55\u793a\u5176\u4e0e\u4eba\u5de5\u667a\u80fd\u5f00\u53d1\u76f8\u5173\u7684\u4ea7\u54c1\u548c\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u3002\u8be5\u6d3b\u52a8\u5c06\u5728\u4ed6\u4eec\u7684\u7f51\u7ad9\u4e0a\u8fdb\u884c\u76f4\u64ad\u3002\n  <\/li><li><strong>\u4eba\u5de5\u667a\u80fd\u82af\u7247\u9500\u91cf\u589e\u957f\u3002<\/strong>AMD\u62a5\u544a\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u5f3a\u52b2\uff0c\u670d\u52a1\u5668CPU\u548cRyzen\u5904\u7406\u5668\u90e8\u95e8\u7684\u6536\u5165\u589e\u957f\u3002\u8be5\u516c\u53f8\u6b63\u4e13\u6ce8\u4e8e\u589e\u5f3a\u5176\u4eba\u5de5\u667a\u80fd\u80fd\u529b\uff0c\u5e76\u9884\u8ba1\u6570\u636e\u4e2d\u5fc3\u548c\u5ba2\u6237\u7aef\u4e1a\u52a1\u5c06\u5f3a\u52b2\u589e\u957f\uff0c\u9884\u8ba1\u7b2c\u56db\u5b63\u5ea6\u6536\u5165\u7ea6\u4e3a61\u4ebf\u7f8e\u5143\u3002\u6b64\u5916\uff0cAMD\u6b63\u5728\u7784\u51c6\u4eba\u5de5\u667a\u80fd\u5e02\u573a\uff0c\u63a8\u51faMI300X\u82af\u7247\uff0c\u4e0e\u82f1\u4f1f\u8fbe\u7ade\u4e89\uff0c\u9884\u8ba1\u52302024\u5e74\u8be5\u82af\u7247\u7684\u9500\u552e\u989d\u5c06\u8fbe\u523020\u4ebf\u7f8e\u5143\u3002\u7136\u800c\uff0c\u8fd9\u4e9b\u4f30\u8ba1\u53ef\u80fd\u9762\u4e34\u6311\u6218\uff0c\u56e0\u4e3a\u7f8e\u56fd\u5546\u52a1\u90e8\u6700\u8fd1\u5b9e\u65bd\u4e86\u9650\u5236\u63aa\u65bd\uff0c\u5e76\u53ef\u80fd\u5b9e\u65bd\u66f4\u4e25\u683c\u7684\u7981\u4ee4\uff0c\u7981\u6b62\u5411\u4e2d\u56fd\u51fa\u552e\u5148\u8fdb\u7684\u4eba\u5de5\u667a\u80fd\u82af\u7247\u3002\u5c3d\u7ba1\u82af\u7247\u5236\u9020\u5546\u8868\u793a\uff0c\u5f71\u54cd\u53ef\u80fd\u5f88\u5c0f\uff0c\u4f46\u8fd9\u4e00\u95ee\u9898\u4ecd\u4ee4\u67d0\u4e9b\u6295\u8d44\u8005\u62c5\u5fe7\u3002\n  <\/li><li><strong>\u83b7\u5f97\u4eba\u5de5\u667a\u80fd\u8f6f\u4ef6\u3002<\/strong>AMD\u6536\u8d2d\u4e86Nod\u3002\u4f5c\u4e3a\u52a0\u5f3a\u5176\u8f6f\u4ef6\u80fd\u529b\u5e76\u4e0e\u82f1\u4f1f\u8fbe\u7ade\u4e89\u7684\u6218\u7565\u7684\u4e00\u90e8\u5206\u3002\u82f1\u4f1f\u8fbe\u901a\u8fc7\u5176\u8f6f\u4ef6\u548c\u5f00\u53d1\u8005\u751f\u6001\u7cfb\u7edf\uff0c\u5728\u4eba\u5de5\u667a\u80fd\u82af\u7247\u5e02\u573a\u786e\u7acb\u4e86\u4e3b\u5bfc\u5730\u4f4d\u3002AMD\u7684\u76ee\u6807\u662f\u6295\u8d44\u5efa\u7acb\u7edf\u4e00\u7684\u8f6f\u4ef6\u6765\u652f\u6301\u5176\u82af\u7247\u7cfb\u5217\u3002\u7684\u70b9\u5934\u3002\u6536\u8d2d\u4eba\u5de5\u667a\u80fd\u7b26\u5408AMD\u7684\u6218\u7565\uff0c\u56e0\u4e3a\u5176\u6280\u672f\u6709\u52a9\u4e8e\u90e8\u7f72\u9488\u5bf9AMD\u82af\u7247\u4f18\u5316\u7684\u4eba\u5de5\u667a\u80fd\u6a21\u578b\u3002AMD\u4e00\u76f4\u5728\u53d1\u5c55\u5176\u4eba\u5de5\u667a\u80fd\u96c6\u56e2\uff0c\u8ba1\u5212\u8fdb\u4e00\u6b65\u6269\u5f20\uff0c\u5e76\u53ef\u80fd\u5728\u672a\u6765\u8fdb\u884c\u6536\u8d2d\u3002\n  <\/li><li><strong>ROCm vs CUDA\u3002<\/strong>AMD\u6b63\u5728\u5f3a\u8c03\u5176\u81f4\u529b\u4e8e\u5728\u7ade\u4e89\u6fc0\u70c8\u7684\u4eba\u5de5\u667a\u80fd\u82af\u7247\u5e02\u573a\u4e2d\u53d1\u5c55\u5176\u8f6f\u4ef6\u5806\u6808ROCm\uff0c\u5e76\u8ba4\u8bc6\u5230\u8f6f\u4ef6\u5f00\u53d1\u662f\u4e00\u4e2a\u65c5\u7a0b\u3002\u8be5\u516c\u53f8\u5df2\u7ecf\u5c06ROCm\u4f5c\u4e3a\u9996\u8981\u4efb\u52a1\uff0c\u5e76\u521b\u5efa\u4e86\u4e00\u4e2a\u65b0\u7684\u7ec4\u7ec7\u6765\u5de9\u56fa\u5176\u8f6f\u4ef6\u8d44\u4ea7\u3002\u8fd9\u4e00\u52aa\u529b\u5305\u62ec\u6536\u8d2dMipsology\u7b49\u516c\u53f8\uff0c\u5e76\u6269\u5927\u5176\u4eba\u624d\u5e93\u3002AMD\u8fd8\u6210\u7acb\u4e86\u4e00\u4e2a\u5185\u90e8\u4eba\u5de5\u667a\u80fd\u6a21\u578b\u5c0f\u7ec4\uff0c\u4ee5\u52a0\u5f3a\u5176\u8f6f\u4ef6\u4e13\u4e1a\u77e5\u8bc6\u3002\u5b83\u4f7f\u7528\u50cfTriton\u8fd9\u6837\u7684\u5f00\u6e90\u89e3\u51b3\u65b9\u6848\u6765\u6311\u6218\u82f1\u4f1f\u8fbe\u7684CUDA\uff0c\u5e76\u4e3a\u5f00\u53d1\u4eba\u5458\u63d0\u4f9b\u66ff\u4ee3\u65b9\u6848\uff0c\u5f3a\u8c03\u5f00\u6e90\u534f\u4f5c\u7684\u91cd\u8981\u6027\u3002AMD\u7684ROCm\u5806\u6808\u65e8\u5728\u8ba9\u793e\u533a\u505a\u51fa\u8d21\u732e\u5e76\u5f25\u5408\u8f6f\u4ef6\u6210\u719f\u5ea6\u7684\u5dee\u8ddd\u3002\u4ed6\u4eec\u6709MI300\u548cMI300X\u4eba\u5de5\u667a\u80fd\u82af\u7247\uff0c\u6837\u54c1\u76ee\u524d\u6709\u6210\u672c\u3002\n  <\/li><li><strong>\u7b2c\u4e09\u5b63\u5ea6\u6536\u76ca\u56de\u987e\u3002<\/strong>\u6536\u5165\u540c\u6bd4\u589e\u957f4.1%\u81f358\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f1.1\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.70\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.02\u7f8e\u5143\u3002\u6570\u636e\u4e2d\u5fc3\u90e8\u95e8\u7684\u6536\u5165\u4fdd\u6301\u4e0d\u53d8\uff0c\u800c\u5ba2\u6237\u90e8\u95e8\u7684\u6536\u5165\u6709\u6240\u589e\u957f\uff0c\u968f\u540e\u5d4c\u5165\u5f0f\u548c\u6e38\u620f\u90e8\u95e8\u7684\u6536\u5165\u5747\u6709\u6240\u4e0b\u964d\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n    <img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-47.png\" class=\"wp-image-35055\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-47.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-47-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1529\" height=\"557\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-48.png\" alt=\"\" class=\"wp-image-35056\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-48.png 1529w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-48-300x109.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-48-1024x373.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-48-768x280.png 768w\" sizes=\"(max-width: 1529px) 100vw, 1529px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-34994-_i97spf5o8m4c\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-49.png\" class=\"wp-image-35057\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-49.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-49-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-49-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-34994-_tdapvs9hrp7a\"><\/a><a id=\"post-34994-_kkrx7l49ltt3\"><\/a><strong>\u5df4\u91cc\u514b\u9ec4\u91d1 (GOLD US)\uff1a\u5b89\u5168\u4fdd\u969c<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a16.00\uff0c\u76ee\u6807\u4ef7\uff1a17.50\uff0c\u6b62\u635f\u4ef7\uff1a15.25<\/strong>\n  <\/li><li>\n    \u5df4\u91cc\u514b\u9ec4\u91d1\u516c\u53f8\u4ece\u4e8b\u9ec4\u91d1\u548c\u94dc\u8d44\u4ea7\u7684\u52d8\u63a2\u3001\u77ff\u5c71\u5f00\u53d1\u3001\u751f\u4ea7\u548c\u9500\u552e\u3002\u5b83\u5728\u963f\u6839\u5ef7\u3001\u52a0\u62ff\u5927\u3001\u79d1\u7279\u8fea\u74e6\u3001\u521a\u679c\u6c11\u4e3b\u5171\u548c\u56fd\u3001\u591a\u7c73\u5c3c\u52a0\u5171\u548c\u56fd\u3001\u9a6c\u91cc\u3001\u5766\u6851\u5c3c\u4e9a\u548c\u7f8e\u56fd\u62e5\u6709\u91d1\u77ff\u7684\u6240\u6709\u6743\u6743\u76ca\u3002\n  <\/li><li><strong>\u4e0d\u65ad\u5347\u7ea7\u7684\u7d27\u5f20\u5c40\u52bf\u3002<\/strong>\u4fc4\u7f57\u65af\u548c\u4e4c\u514b\u5170\u4ee5\u53ca\u4ee5\u8272\u5217\u548c\u54c8\u9a6c\u65af\u4e4b\u95f4\u6301\u7eed\u4e0d\u65ad\u7684\u51b2\u7a81\u7ed9\u5168\u7403\u5e02\u573a\u5e26\u6765\u4e86\u5de8\u5927\u7684\u7ecf\u6d4e\u4e0d\u786e\u5b9a\u6027\u3002\u6700\u8fd1\u52a0\u6c99\u51b2\u7a81\u5347\u7ea7\uff0c\u5730\u9762\u884c\u52a8\u548c\u66b4\u529b\u51b2\u7a81\u52a0\u5267\uff0c\u52a0\u5267\u4e86\u52a8\u8361\u3002\u4ee5\u8272\u5217\u519b\u961f\u589e\u52a0\u4e86\u7a7a\u88ad\uff0c\u76ee\u6807\u662f\u96a7\u9053\u548c\u5730\u4e0b\u57fa\u7840\u8bbe\u65bd\uff0c\u540c\u65f6\u5207\u65ad\u4e86\u52a0\u6c99\u7684\u4e92\u8054\u7f51\u548c\u901a\u8baf\uff0c\u8fd9\u5f15\u53d1\u4e86\u4eba\u4eec\u5bf9\u53ef\u80fd\u53d1\u751f\u7684\u5927\u89c4\u6a21\u66b4\u884c\u548c\u7834\u574f\u4eba\u9053\u4e3b\u4e49\u52aa\u529b\u7684\u62c5\u5fe7\u3002\u4ee5\u8272\u5217\u7684\u8f70\u70b8\u5bfc\u81f4\u52a0\u6c99\u5730\u5e26\u5927\u9762\u79ef\u6d41\u79bb\u5931\u6240\uff0c\u7269\u8d44\u4e25\u91cd\u77ed\u7f3a\u3002\u4e16\u754c\u5404\u5730\u7684\u793a\u5a01\u6d3b\u52a8\uff0c\u5305\u62ec\u5728\u7ebd\u7ea6\u7684\u902e\u6355\u884c\u52a8\uff0c\u547c\u5401\u505c\u706b\uff0c\u800c\u5728\u88ab\u5360\u9886\u7684\u7ea6\u65e6\u6cb3\u897f\u5cb8\uff0c\u66b4\u529b\u5df2\u7ecf\u5347\u7ea7\u3002\u8054\u5408\u56fd\u8b66\u544a\u8bf4\uff0c\u52a0\u6c99\u5730\u5e26\u5c06\u906d\u53d7\u524d\u6240\u672a\u6709\u7684\u82e6\u96be\uff0c\u5e76\u6566\u4fc3\u7acb\u5373\u5b9e\u884c\u4eba\u9053\u4e3b\u4e49\u505c\u706b\u3002\u56e0\u6b64\uff0c\u6301\u7eed\u7684\u51b2\u7a81\u52a0\u5267\u4e86\u5b8f\u89c2\u7ecf\u6d4e\u7684\u4e0d\u7a33\u5b9a\uff0c\u4fc3\u4f7f\u4e2a\u4eba\u5bfb\u6c42\u9ec4\u91d1\u7b49\u66f4\u5b89\u5168\u7684\u8d44\u4ea7\u3002\n  <\/li><li><strong>9\u6708\u7f8e\u56fdCPI\u9ad8\u4e8e\u9884\u671f\u3002<\/strong>9\u6708\u4efd\uff0c\u7f8e\u56fd\u6d88\u8d39\u8005\u4ef7\u683c\u4e0a\u6da80.4%\uff0c\u9ad8\u4e8e\u9884\u671f\u3002\u8fd9\u4f7f\u5f97\u540c\u6bd4\u901a\u8d27\u81a8\u80c0\u7387\u8fbe\u52303.7%\uff0c\u8d85\u51fa\u9884\u671f\u3002\u5254\u9664\u6ce2\u52a8\u8f83\u5927\u7684\u98df\u54c1\u548c\u80fd\u6e90\u4ef7\u683c\uff0c\u6838\u5fc3\u6d88\u8d39\u8005\u4ef7\u683c\u6307\u6570(CPI)\u672c\u6708\u4e0a\u6da80.3%\uff0c\u8fc7\u53bb12\u4e2a\u6708\u4e0a\u6da84.1%\uff0c\u7b26\u5408\u9884\u671f\u3002\u4f4f\u623f\u6210\u672c\u4e0a\u5347\u5360CPI\u6743\u91cd\u7684\u4e09\u5206\u4e4b\u4e00\u5de6\u53f3\uff0c\u5728\u901a\u80c0\u4e0a\u5347\u4e2d\u53d1\u6325\u4e86\u91cd\u8981\u4f5c\u7528\uff0c\u5f53\u6708\u4e0a\u6da80.6%\uff0c\u540c\u6bd4\u4e0a\u6da87.2%\u3002\u80fd\u6e90\u4ef7\u683c\u4e0a\u6da81.5%\uff0c\u6c7d\u6cb9\u548c\u71c3\u6599\u6cb9\u4ef7\u683c\u4e0a\u6da8\uff0c\u98df\u54c1\u4ef7\u683c\u4e0a\u6da80.2%\u3002\u5bf9\u957f\u671f\u901a\u80c0\u8d8b\u52bf\u81f3\u5173\u91cd\u8981\u7684\u670d\u52a1\u4ef7\u683c\u4e5f\u51fa\u73b0\u4e86\u4e0a\u6da8\u3002\u5f53\u6708\u7684\u5b9e\u9645\u5e73\u5747\u65f6\u85aa\u4e0b\u964d\u4e860.2%\uff0c\u5bfc\u81f4\u5de5\u4eba\u7684\u5b9e\u9645\u5de5\u8d44\u4e0b\u964d\u3002\u7531\u4e8e\u5bf9\u901a\u80c0\u548c\u4e0d\u786e\u5b9a\u7684\u5b8f\u89c2\u7ecf\u6d4e\u73af\u5883\u7684\u62c5\u5fe7\uff0c\u7f8e\u8054\u50a8\u4ecd\u575a\u5b9a\u5730\u575a\u6301\u5728\u66f4\u957f\u65f6\u95f4\u5185\u52a0\u606f\u7684\u51b3\u5b9a\u3002\n  <\/li><li><strong>9\u6708\u7f8e\u56fdPPI\u6570\u636e\u9ad8\u4e8e\u9884\u671f\u3002<\/strong>9\u6708\u4efd\uff0c\u7f8e\u56fd\u751f\u4ea7\u8005\u4ef7\u683c\u6307\u6570(PPI)\u8d85\u51fa\u9884\u671f\uff0c\u4e0a\u6da80.5%\uff0c\u800c\u9884\u671f\u4e3a\u4e0a\u6da80.3%\u3002\u5254\u9664\u98df\u54c1\u548c\u80fd\u6e90\u540e\uff0c\u6838\u5fc3PPI\u4e0a\u53470.3%\uff0c\u7b26\u5408\u9884\u671f\u3002\u901a\u80c0\u538b\u529b\u4e3b\u8981\u6765\u81ea\u4e8e\u6700\u7ec8\u9700\u6c42\u5546\u54c1\uff0c\u5f53\u6708\u4e0a\u6da80.9%\uff0c\u800c\u670d\u52a1\u4e1a\u589e\u957f0.3%\u3002\u6c7d\u6cb9\u548c\u98df\u54c1\u4ef7\u683c\u662f\u5546\u54c1\u4ef7\u683c\u4e0a\u6da8\u7684\u91cd\u8981\u56e0\u7d20\u3002\u8fd9\u8868\u660e\u901a\u80c0\u4ecd\u662f\u4e00\u4e2a\u4ee4\u4eba\u62c5\u5fe7\u7684\u95ee\u9898\uff0c\u5e76\u5df2\u5f71\u54cd\u5230\u7f8e\u8054\u50a8\u7684\u5229\u7387\u548c\u653f\u7b56\u51b3\u5b9a\u3002\n  <\/li><li><strong>2023\u5e74\u9ec4\u91d1\u4ef7\u683c\u524d\u666f\u770b\u597d\u3002<\/strong>\u9ec4\u91d1\u4ef7\u683c\u53d7\u591a\u79cd\u56e0\u7d20\u5f71\u54cd\uff0c\u5176\u4e2d\u7f8e\u5143\u8d70\u52bf\u548c\u5168\u7403\u5730\u7f18\u653f\u6cbb\u98ce\u9669\u5f71\u54cd\u8f83\u5927\u3002\u9ec4\u91d1\u5f80\u5f80\u4ece\u6709\u9650\u7684\u901a\u80c0\u548c\u4f4e\u5931\u4e1a\u7387\u4e2d\u83b7\u5f97\u652f\u6491\uff0c\u5728\u7ecf\u6d4e\u4e0d\u786e\u5b9a\u65f6\u671f\u5145\u5f53\u5bf9\u51b2\u901a\u80c0\u7684\u5de5\u5177\u548c\u5b89\u5168\u6e2f\u3002\u5e02\u573a\u9884\u8ba1\u5229\u7387\u5c06\u5728\u66f4\u957f\u65f6\u95f4\u5185\u4fdd\u6301\u5728\u9ad8\u4f4d\u3002\u5728\u6c7d\u6cb9\u4ef7\u683c\u53cd\u5f39\u548c\u7f8e\u8054\u50a8\u8fdb\u4e00\u6b65\u52a0\u606f\u9884\u671f\u7684\u63a8\u52a8\u4e0b\uff0c\u7f8e\u5143\u7684\u5347\u503c\u662f\u9020\u6210\u8fd9\u79cd\u5c40\u9762\u7684\u539f\u56e0\u4e4b\u4e00\u3002\u9ec4\u91d1\u4ef7\u683c\u8fd8\u53d7\u5230\u6301\u7eed\u901a\u80c0\u548c\u5730\u7f18\u653f\u6cbb\u7d27\u5f20\u5c40\u52bf\u7684\u5f71\u54cd\uff0c\u8fd9\u4e24\u4e2a\u9886\u57df\u7684\u62c5\u5fe7\u90fd\u5f71\u54cd\u7740\u5e02\u573a\u3002\u4ee5\u8272\u5217\u548c\u54c8\u9a6c\u65af\u4e4b\u95f4\u6b63\u5728\u8fdb\u884c\u7684\u6218\u4e89\u589e\u52a0\u4e86\u8b66\u60d5\u3002\u56e0\u6b64\uff0c\u91d1\u4ef7\u53ef\u80fd\u4f1a\u7ee7\u7eed\u6ce2\u52a8\uff0c\u5176\u8d70\u52bf\u53d6\u51b3\u4e8e\u901a\u80c0\u3001\u5229\u7387\u548c\u5730\u7f18\u653f\u6cbb\u7684\u53d1\u5c55\u3002\u9ec4\u91d1\u4ecd\u88ab\u89c6\u4e3a\u53ef\u9760\u7684\u907f\u9669\u8d44\u4ea7\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9ec4\u91d1\u4ef7\u683c\u4e0e\u7f8e\u5143\u6307\u6570\u8d70\u52bf<\/strong>\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1352\" height=\"686\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-50.png\" alt=\"\" class=\"wp-image-35058\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-50.png 1352w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-50-300x152.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-50-1024x520.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-50-768x390.png 768w\" sizes=\"(max-width: 1352px) 100vw, 1352px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>23\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u4e0b\u964d1.0%\u81f328.3\u4ebf\u7f8e\u5143\uff0c\u4f4e\u4e8e\u9884\u671f1\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.19\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.01\u7f8e\u5143\u3002\u7b2c\u4e8c\u5b63\u5ea6\u9ec4\u91d1\u4ea7\u91cf\u589e\u957f\u4e866%\uff0c\u7565\u9ad8\u4e8e100\u4e07\u76ce\u53f8\uff0c\u800c\u94dc\u4ea7\u91cf\u589e\u957f\u4e8622%\uff0c\u8fbe\u52301.07\u4ebf\u78c5\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n    <img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"126\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-51.png\" class=\"wp-image-35060\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-51.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-51-300x76.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1310\" height=\"671\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-52.png\" alt=\"\" class=\"wp-image-35061\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-52.png 1310w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-52-300x154.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-52-1024x525.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-52-768x393.png 768w\" sizes=\"(max-width: 1310px) 100vw, 1310px\" \/><\/figure>\n\n\n\n<p class=\"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-34994-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-53.png\" class=\"wp-image-35062\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-53.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-53-300x64.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\/11\/word-image-54.png\" alt=\"\" class=\"wp-image-35063\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-54.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-54-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Cut loss on Yankuang Energy Group (1171 HK) at HK$13.4.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"460\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-55.png\" alt=\"\" class=\"wp-image-35065\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-55.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-55-300x146.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-55-768x375.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 factory orders surge in September 2. Dollar weakens as risk appetite rises on view Fed rate hikes are done 3. Wall Street indexes rally on bets of peak US interest rates, strong earnings 4. Mortgage rates in the US fall for [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":22944,"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-34994","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: Bloomberg) 23\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d1.0%\u81f328.3\u4ebf\u7f8e\u5143\uff0c\u4f4e\u4e8e\u9884\u671f1\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.19\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.01\u7f8e\u5143\u3002\u7b2c\u4e8c\u5b63\u5ea6\u9ec4\u91d1\u4ea7\u91cf\u589e\u957f\u4e866%\uff0c\u7565\u9ad8\u4e8e100\u4e07\u76ce\u53f8\uff0c\u800c\u94dc\u4ea7\u91cf\u589e\u957f\u4e8622%\uff0c\u8fbe\u52301.07\u4ebf\u78c5\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Cut loss on Yankuang Energy Group (1171 HK) at HK$13.4. ^ Back To Top\" \/>\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-03-nov-2023-zh\/\" \/>\n\t<meta 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