{"id":35089,"date":"2023-11-06T07:30:00","date_gmt":"2023-11-05T23:30:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=35089"},"modified":"2023-11-05T22:08:11","modified_gmt":"2023-11-05T14:08:11","slug":"kgi-daily-trading-ideas-06-nov-2023-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-06-nov-2023-zh\/","title":{"rendered":"2023\u5e7411\u670806\u65e5: UMS \u63a7\u80a1 (UMSH SP), \u5c0f\u7c73\u96c6\u56e2 (1810 HK), \u5e15\u5170\u6cf0\u5c14\u79d1\u6280 (PLTR US)"},"content":{"rendered":"\n<p class=\"has-cyan-bluish-gray-background-color has-background wp-block-paragraph\"><a href=\"#sg\">\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350<\/a> |<a href=\"#hk\"> \u9999\u6e2f\u80a1\u7968\u63a8\u8350<\/a> | <a href=\"#us\">\u7f8e\u80a1\u63a8\u8350<\/a> | <a href=\"http:\/\/sp\">\u884c\u4e1a\u677f\u5757\u8868\u73b0<\/a> | <a href=\"#td\"> \u4ea4\u6613\u9f99\u864e\u699c<\/a> <\/p>\n\n\n\n<figure class=\"wp-block-image 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<h2 class=\"wp-block-heading\">\n  \u7f8e\u56fd\n<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\n  <img decoding=\"async\" width=\"1115\" height=\"518\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-screen-shot-of-a-chart-description-automaticall.png\" class=\"wp-image-35129\" alt=\"A screen shot of a chart\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-screen-shot-of-a-chart-description-automaticall.png 1115w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-screen-shot-of-a-chart-description-automaticall-300x139.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-screen-shot-of-a-chart-description-automaticall-1024x476.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-screen-shot-of-a-chart-description-automaticall-768x357.png 768w\" sizes=\"(max-width: 1115px) 100vw, 1115px\" \/>\n  \\\n<\/p>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><p><strong>News Feed<\/strong>\n<\/p><\/td><\/tr><tr><td><p>\n  1. <a href=\"https:\/\/www.cnbc.com\/2023\/11\/02\/stock-market-today-live-updates.html\">Dow pops more than 200 points on Friday to cap the best week for stocks so far this year: Live updates<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.reuters.com\/markets\/us\/traders-see-fading-chances-of-fed-rate-hike-bet-earlier-rate-cut-2023-11-03\/\">As US job market cools, Fed&#8217;s own job gets easier<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.businesstimes.com.sg\/property\/us-mortgage-rates-fall-first-time-two-months\">US mortgage rates fall for first time in two months<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.channelnewsasia.com\/business\/us-dollar-tumbles-six-week-low-after-soft-jobs-data-3893966\">US dollar tumbles to six-week low after soft jobs data<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/us-service-sector-five-month-low-october\">US service sector at five-month low in October<\/a>\n<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-long-line-of-metal-objects-description-automati-7.png\" alt=\"A long line of metal objects\n\nDescription automatically generated with medium confidence\" class=\"wp-image-35130\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-long-line-of-metal-objects-description-automati-7.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-long-line-of-metal-objects-description-automati-7-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">\n  \u9999\u6e2f\n<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1379\" height=\"731\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-screen-shot-of-a-chart-description-automaticall-1.png\" alt=\"A screen shot of a chart\n\nDescription automatically generated\" class=\"wp-image-35131\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-screen-shot-of-a-chart-description-automaticall-1.png 1379w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-screen-shot-of-a-chart-description-automaticall-1-300x159.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-screen-shot-of-a-chart-description-automaticall-1-1024x543.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-screen-shot-of-a-chart-description-automaticall-1-768x407.png 768w\" sizes=\"(max-width: 1379px) 100vw, 1379px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><p><strong>News Feed<\/strong>\n<\/p><\/td><\/tr><tr><td><p>\n  1. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/global\/chinas-services-activity-picks-slightly-october-caixin-pmi\">China\u2019s services activity picks up slightly in October: Caixin PMI<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/global\/chinas-ev-makers-target-market-top-oil-producing-nations\">China\u2019s EV makers target market in top oil producing nations<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.chinadaily.com.cn\/a\/202311\/03\/WS654496e0a31090682a5ec4cf.html\">China aims to build innovation system for humanoid robots by 2025<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.reuters.com\/technology\/china-warms-us-chipmaker-micron-tensions-with-washington-ease-2023-11-03\/\">China warms to U.S. chipmaker Micron, as tensions with Washington ease<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/money.usnews.com\/investing\/news\/articles\/2023-11-02\/china-iphone-sales-strong-apple-tells-investors-as-huawei-threat-looms\">China IPhone Sales Strong, Apple Tells Investors as Huawei Threat Looms<\/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\/a-long-line-of-metal-objects-description-automati-8.png\" alt=\"A long line of metal objects\n\nDescription automatically generated with medium confidence\" class=\"wp-image-35132\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-long-line-of-metal-objects-description-automati-8.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-long-line-of-metal-objects-description-automati-8-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\" id=\"sg\"><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-blue-background-with-white-text-description-aut-2.png\" alt=\"A blue background with white text\n\nDescription automatically generated\" class=\"wp-image-35133\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-blue-background-with-white-text-description-aut-2.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-blue-background-with-white-text-description-aut-2-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>UMS \u63a7\u80a1 (UMSH SP)\uff1a\u9884\u671f\u7b2c\u4e09\u5b63\u66f4\u597d\u4e1a\u7ee9<\/strong>\n<\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\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\/a-blue-and-white-rectangular-box-with-white-text-4.png\" class=\"wp-image-35134\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-blue-and-white-rectangular-box-with-white-text-4.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-blue-and-white-rectangular-box-with-white-text-4-300x64.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\/a-graph-with-lines-and-numbers-description-automa-2.png\" alt=\"A graph with lines and numbers\n\nDescription automatically generated with medium confidence\" class=\"wp-image-35135\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-graph-with-lines-and-numbers-description-automa-2.png 1529w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-graph-with-lines-and-numbers-description-automa-2-300x109.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-graph-with-lines-and-numbers-description-automa-2-1024x373.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-graph-with-lines-and-numbers-description-automa-2-768x280.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<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\/a-long-line-of-metal-objects-description-automati-9.png\" alt=\"A long line of metal objects\n\nDescription automatically generated with medium confidence\" class=\"wp-image-35136\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-long-line-of-metal-objects-description-automati-9.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-long-line-of-metal-objects-description-automati-9-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u60a6\u6995\u63a7\u80a1 (BTH SP)\uff1a\u4e0d\u65ad\u589e\u957f\u7684\u6269\u5f20\u8ba1\u5212<\/strong>\n<\/h2>\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\/a-blue-and-white-rectangular-object-with-white-tex-2.png\" class=\"wp-image-35137\" alt=\"A blue and white rectangular object with white text\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-blue-and-white-rectangular-object-with-white-tex-2.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-blue-and-white-rectangular-object-with-white-tex-2-300x64.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\/a-graph-on-a-screen-description-automatically-gen-2.png\" alt=\"A graph on a screen\n\nDescription automatically generated\" class=\"wp-image-35138\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-graph-on-a-screen-description-automatically-gen-2.png 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-graph-on-a-screen-description-automatically-gen-2-300x130.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-graph-on-a-screen-description-automatically-gen-2-1024x442.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-graph-on-a-screen-description-automatically-gen-2-768x332.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-graph-on-a-screen-description-automatically-gen-2-1536x663.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<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\/a-long-line-of-metal-objects-description-automati-10.png\" alt=\"A long line of metal objects\n\nDescription automatically generated with medium confidence\" class=\"wp-image-35139\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-long-line-of-metal-objects-description-automati-10.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-long-line-of-metal-objects-description-automati-10-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\" id=\"hk\"><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-blue-background-with-white-text-description-aut-3.png\" alt=\"A blue background with white text\n\nDescription automatically generated\" class=\"wp-image-35140\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-blue-background-with-white-text-description-aut-3.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-blue-background-with-white-text-description-aut-3-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u5c0f\u7c73\u96c6\u56e2 (1810 HK)\uff1a\u66f4\u591a\u7684\u65b0\u4ea7\u54c1\u6765\u4fc3\u8fdb\u9500\u552e<\/strong>\n<\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a15.1\uff0c\u76ee\u6807\u4ef7\uff1a16.5\uff0c\u6b62\u635f\u4ef7\uff1a14.4<\/strong>\n  <\/li><li>\n    \u5c0f\u7c73\u96c6\u56e2\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u667a\u80fd\u624b\u673a\u3001\u7269\u8054\u7f51\uff08IoT\uff09\u548c\u751f\u6d3b\u6d88\u8d39\u4ea7\u54c1\u7814\u53d1\u548c\u9500\u552e\u4e1a\u52a1\uff0c\u63d0\u4f9b\u4e92\u8054\u7f51\u670d\u52a1\uff0c\u4ee5\u53ca\u4ece\u4e8b\u6295\u8d44\u4e1a\u52a1\u7684\u4e2d\u56fd\u6295\u8d44\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u901a\u8fc7\u56db\u4e2a\u90e8\u95e8\u5f00\u5c55\u4e1a\u52a1\u3002\u667a\u80fd\u624b\u673a\u90e8\u95e8\u4e3b\u8981\u4ece\u4e8b\u667a\u80fd\u624b\u673a\u9500\u552e\u4e1a\u52a1\u3002IoT\u548c\u751f\u6d3b\u9500\u552e\u4ea7\u54c1\u90e8\u95e8\u4e3b\u8981\u9500\u552e\u5176\u4ed6\u81ea\u5bb6\u4ea7\u54c1\uff08\u5305\u62ec\u667a\u80fd\u7535\u89c6\u673a\u3001\u7b14\u8bb0\u672c\u7535\u8111\u3001\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u97f3\u7bb1\u548c\u667a\u80fd\u8def\u7531\u5668\uff09\u3001\u751f\u6001\u94fe\u4ea7\u54c1\uff08\u5305\u62ecIoT\u548c\u5176\u4ed6\u667a\u80fd\u786c\u4ef6\u4ea7\u54c1\uff09\u4ee5\u53ca\u90e8\u5206\u751f\u6d3b\u6d88\u8d39\u4ea7\u54c1\u3002\u4e92\u8054\u7f51\u670d\u52a1\u90e8\u95e8\u63d0\u4f9b\u5e7f\u544a\u670d\u52a1\u53ca\u4e92\u8054\u7f51\u589e\u503c\u670d\u52a1\u3002\u5176\u4ed6\u90e8\u95e8\u63d0\u4f9b\u786c\u4ef6\u4ea7\u54c1\u7ef4\u4fee\u670d\u52a1\u3002\u8be5\u516c\u53f8\u5728\u56fd\u5185\u5e02\u573a\u548c\u6d77\u5916\u5e02\u573a\u9500\u552e\u4ea7\u54c1\u3002\n  <\/li><li><strong>\u5c0f\u7c7314\u548c14Pro\u7684\u9500\u91cf\u6fc0\u589e\u3002<\/strong>\u5c0f\u7c73\u4e0a\u5468\u521a\u521a\u53d1\u5e03\u4e86\u5c0f\u7c7314\u548c14Pro\uff0c\u6807\u5fd7\u7740\u5b83\u4eec\u662f\u4e16\u754c\u4e0a\u7b2c\u4e00\u6b3e\u7531\u9a81\u9f998\u7b2c3\u4ee3\u82af\u7247\u7ec4\u9a71\u52a8\u7684\u667a\u80fd\u624b\u673a\u3002\u5c0f\u7c7314\u7cfb\u5217\u6253\u7834\u4e86\u8be5\u516c\u53f8\u53bb\u5e74\u5728\u5176\u6240\u6709\u4e3b\u8981\u4e2d\u56fd\u5728\u7ebf\u96f6\u552e\u5e73\u53f0\u4e0a\u7684\u8bb0\u5f55\uff0c\u5728\u9996\u6b21\u9500\u552e\u7684\u524d\u56db\u5c0f\u65f6\u5185\u5c31\u9500\u552e\u4e00\u7a7a\u3002\u6d88\u8d39\u8005\u88ab14\u7cfb\u5217\u4ee4\u4eba\u5370\u8c61\u6df1\u523b\u7684\u8bbe\u8ba1\u3001\u5c0f\u7c7313\u7cfb\u5217\u7684\u589e\u5f3a\u8fed\u4ee3\u3001\u9a81\u9f998\u7b2c3\u4ee3\u82af\u7247\u7ec4\u7684\u6574\u5408\u548c\u5168\u65b0\u7684HyperOS\u7528\u6237\u4f53\u9a8c\u6240\u5438\u5f15\uff0c\u540c\u65f6\u62e5\u6709\u5f95\u5361\u4f18\u5316\u7684Light Hunter 900\u4e3b\u76f8\u673a\u4ee5\u53ca\u72ec\u7279\u7684\u5f95\u5361Summilux\u955c\u5934\uff0c\u63d0\u4f9b\u4e86\u9ad8\u8d28\u91cf\u7684\u6444\u5f71\u4f53\u9a8c\u3002\n  <\/li><li><strong>\u96c6\u6210\u65b0\u7684\u64cd\u4f5c\u7cfb\u7edf\u3002<\/strong>\u5c0f\u7c73\u6700\u8fd1\u53d1\u5e03\u4e86\u5b83\u7684\u65b0\u64cd\u4f5c\u7cfb\u7edf\u2014\u2014\u5c0f\u7c73HyperOS\u300210\u670831\u65e5\u81f323\u65e5\uff0c\u968f\u7740\u5c0f\u7c73\u6700\u65b0\u624b\u673a14\u7cfb\u5217\u4ee5\u53ca\u5176\u4ed6\u6700\u65b0\u53ef\u7a7f\u6234\u8bbe\u5907\u548c\u7535\u89c6\u673a\u5728\u4e2d\u56fd\u7684\u9500\u552e\uff0c\u8be5\u64cd\u4f5c\u7cfb\u7edf\u5c06\u4e0e\u6d88\u8d39\u8005\u4e00\u8d77\u8d2d\u4e70\u3002\u5411\u65b0\u64cd\u4f5c\u7cfb\u7edf\u7684\u8f6c\u53d8\u4e5f\u6807\u5fd7\u7740\u8be5\u516c\u53f8\u521b\u5efa\u65e0\u7f1d\u667a\u80fd\u751f\u6001\u7cfb\u7edf\u7684\u6218\u7565\u4e3e\u63aa\uff0c\u5373\u201c\u4ebax\u8f66x\u5bb6\u201d\u3002\u8fd9\u6837\u7684\u751f\u6001\u7cfb\u7edf\u5fc5\u7136\u4f1a\u5438\u5f15\u6d88\u8d39\u8005\u8d2d\u4e70\u5c0f\u7c73\u7684\u5176\u4ed6\u4ea7\u54c1\u3002\n  <\/li><li><strong>\u5f00\u62d3\u7535\u52a8\u6c7d\u8f66\u5e02\u573a\u3002<\/strong>\u5f00\u62d3\u7535\u52a8\u6c7d\u8f66\u5e02\u573a\u3002\u4f5c\u4e3a\u8be5\u516c\u53f8\u6253\u9020\u65e0\u7f1d\u751f\u6001\u7cfb\u7edf\u52aa\u529b\u7684\u4e00\u90e8\u5206\uff0c\u8be5\u516c\u53f8\u5df2\u7ecf\u4e0e\u51e0\u5bb6\u6c7d\u8f66\u5236\u9020\u5546\u5c31\u53ef\u80fd\u7684\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u8fdb\u884c\u4e86\u63a5\u89e6\uff0c\u4ee5\u751f\u4ea7\u7535\u52a8\u6c7d\u8f66\u3002\u8be5\u516c\u53f8\u6700\u8fd1\u8fd8\u83b7\u5f97\u4e86\u56fd\u5bb6\u53d1\u5c55\u548c\u6539\u9769\u59d4\u5458\u4f1a(NDRC)\u7684\u6279\u51c6\uff0c\u6bcf\u5e74\u751f\u4ea710\u4e07\u8f86\u6c7d\u8f66\uff0c\u8fd9\u6807\u5fd7\u7740\u8be5\u516c\u53f8\u8fdb\u519b\u7535\u52a8\u6c7d\u8f66\u5236\u9020\u4e1a\u7684\u4e00\u4e2a\u91cd\u8981\u91cc\u7a0b\u7891\u3002\u5c0f\u7c73\u521b\u59cb\u4eba\u96f7\u519b\u6b64\u524d\u4e5f\u5ba3\u5e03\uff0c\u672a\u6765\u5341\u5e74\u5c06\u5411\u7535\u52a8\u6c7d\u8f66\u9886\u57df\u6295\u8d44100\u4ebf\u7f8e\u5143\uff0c\u5e76\u8ba1\u5212\u57282024\u5e74\u4e4b\u524d\u91cf\u4ea7\u9996\u6279\u6c7d\u8f66\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u4e0b\u964d4.0%\uff0c\u81f3674\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c22\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e3a702\u4ebf\u5143\u4eba\u6c11\u5e01\u300223\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u8c03\u6574\u540e\u51c0\u5229\u6da6\u4e3a\u4eba\u6c11\u5e0151.4\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f147%\uff0c\u800c\u53bb\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e0120.8\u4ebf\u5143\u300223\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4e3a0.15\u5143\uff0c22\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e3a0.06\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\/a-blue-and-white-rectangular-box-with-white-text-5.png\" class=\"wp-image-35141\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-blue-and-white-rectangular-box-with-white-text-5.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-blue-and-white-rectangular-box-with-white-text-5-300x64.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\/a-graph-of-a-stock-market-description-automatical-1.png\" alt=\"A graph of a stock market\n\nDescription automatically generated\" class=\"wp-image-35142\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-graph-of-a-stock-market-description-automatical-1.png 1529w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-graph-of-a-stock-market-description-automatical-1-300x109.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-graph-of-a-stock-market-description-automatical-1-1024x373.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-graph-of-a-stock-market-description-automatical-1-768x280.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<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\/a-long-line-of-metal-objects-description-automati-11.png\" alt=\"A long line of metal objects\n\nDescription automatically generated with medium confidence\" class=\"wp-image-35143\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-long-line-of-metal-objects-description-automati-11.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-long-line-of-metal-objects-description-automati-11-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u8054\u60f3\u96c6\u56e2 (992 HK)\uff1a\u8d70\u5411\u4eba\u5de5\u667a\u80fd<\/strong>\n<\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\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\/a-blue-and-white-rectangular-box-with-white-text-6.png\" class=\"wp-image-35144\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-blue-and-white-rectangular-box-with-white-text-6.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-blue-and-white-rectangular-box-with-white-text-6-300x64.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\/a-graph-on-a-screen-description-automatically-gen-3.png\" alt=\"A graph on a screen\n\nDescription automatically generated\" class=\"wp-image-35145\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-graph-on-a-screen-description-automatically-gen-3.png 1529w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-graph-on-a-screen-description-automatically-gen-3-300x109.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-graph-on-a-screen-description-automatically-gen-3-1024x373.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-graph-on-a-screen-description-automatically-gen-3-768x280.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<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\/a-long-line-of-metal-objects-description-automati-12.png\" alt=\"A long line of metal objects\n\nDescription automatically generated with medium confidence\" class=\"wp-image-35146\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-long-line-of-metal-objects-description-automati-12.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-long-line-of-metal-objects-description-automati-12-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\" id=\"us\"><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-blue-and-white-sign-description-automatically-g-1.png\" alt=\"A blue and white sign\n\nDescription automatically generated\" class=\"wp-image-35147\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-blue-and-white-sign-description-automatically-g-1.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-blue-and-white-sign-description-automatically-g-1-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-blue-and-white-sign-description-automatically-g-1-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u5e15\u5170\u6cf0\u5c14\u79d1\u6280 (PLTR US)\uff1a\u4e50\u89c2\u7684\u524d\u666f<\/strong>\n<\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a18.50\uff0c\u76ee\u6807\u4ef7\uff1a22.00\uff0c\u6b62\u635f\u4ef7\uff1a16.75<\/strong>\n  <\/li><li>\n    \u5e15\u5170\u6cf0\u5c14\u79d1\u6280\u516c\u53f8\u5f00\u53d1\u5206\u6790\u4fe1\u606f\u7684\u8f6f\u4ef6\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u652f\u6301\u591a\u79cd\u6570\u636e\u7684\u89e3\u51b3\u65b9\u6848\uff0c\u5305\u62ec\u7ed3\u6784\u5316\u3001\u975e\u7ed3\u6784\u5316\u3001\u5173\u7cfb\u3001\u65f6\u95f4\u548c\u5730\u7406\u7a7a\u95f4\u6570\u636e\u3002\u5e15\u5170\u6cf0\u5c14\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002\n  <\/li><li><strong>\u63d0\u51fa\u9ad8\u6307\u5f15\u3002<\/strong>\u516c\u53f8\u516c\u5e03\u4e86\u5f3a\u52b2\u7684\u7b2c\u4e09\u5b63\u5ea6\u6536\u76ca\uff0c\u8d85\u51fa\u9884\u671f\uff0c\u5e76\u4e0a\u8c03\u4e86\u5168\u5e74\u6536\u5165\u9884\u671f\u3002\u7f8e\u56fd\u5546\u4e1a\u6536\u5165\u540c\u6bd4\u589e\u957f33%\uff08\u4e0d\u542b\u5177\u4f53\u5408\u540c\u589e\u957f52%\uff09\uff0c\u5ba2\u6237\u6570\u91cf\u540c\u6bd4\u589e\u957f37%\uff0c\u4ece132\u4eba\u589e\u81f3181\u4eba\u3002\u516c\u53f8\u5bf9\u4eba\u5de5\u667a\u80fd\u5e73\u53f0\u7684\u6295\u8d44\u6b63\u5728\u901a\u8fc7\u8bad\u7ec3\u8425\u8fc5\u901f\u4ea7\u751f\u6548\u679c\uff0c\u5176\u653f\u5e9c\u4ea7\u54c1\u5728\u5730\u7f18\u653f\u6cbb\u683c\u5c40\u4e2d\u4ecd\u7136\u81f3\u5173\u91cd\u8981\u3002\u8be5\u516c\u53f8\u4e0a\u8c03\u4e86\u7b2c\u56db\u5b63\u5ea6\u548c23\u8d22\u5e74\u7684\u6536\u5165\u9884\u671f\u3002\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u7f8e\u56fd\u5546\u4e1a\u90e8\u95e8\u6536\u5165\u540c\u6bd4\u589e\u957f33%\uff0c\u8fbe\u52301.16\u4ebf\u7f8e\u5143\uff0c\u8fd9\u8868\u660e\u4f01\u4e1a\u4e0d\u518d\u4f9d\u8d56\u653f\u5e9c\u5408\u540c\u3002\u8fd9\u4e9b\u90fd\u589e\u5f3a\u4e86\u6295\u8d44\u8005\u5bf9\u516c\u53f8\u7684\u4fe1\u5fc3\u3002\n  <\/li><li><strong>\u53ef\u80fd\u88ab\u7eb3\u5165\u6807\u51c6\u666e\u5c14500\u6307\u6570\u3002<\/strong>\u672c\u5b63\u5ea6\u7684\u76c8\u5229\u6807\u5fd7\u7740\u516c\u53f8\u8fde\u7eed\u7b2c\u56db\u4e2a\u5b63\u5ea6\u76c8\u5229\uff0c\u4f7f\u5176\u6210\u4e3a\u6807\u51c6\u666e\u5c14500\u6307\u6570\u7684\u6f5c\u5728\u5019\u9009\u516c\u53f8\u3002\u8be5\u516c\u53f8\u9996\u5e2d\u6267\u884c\u5b98\u627f\u8ba4\u4e86\u8fd9\u4e00\u91cc\u7a0b\u7891\uff0c\u5f3a\u8c03\u4e86\u516c\u53f8\u5728\u4fdd\u6301\u66f4\u5e7f\u6cdb\u4e1a\u52a1\u589e\u957f\u96c4\u5fc3\u7684\u540c\u65f6\uff0c\u5bf9\u76c8\u5229\u80fd\u529b\u7684\u627f\u8bfa\u3002\n  <\/li><li><strong>\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u6536\u5165\u540c\u6bd4\u589e\u957f16.8%\uff0c\u8fbe\u52305.58\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f208\u4e07\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.07\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.01\u7f8e\u5143\u3002\u5b83\u5c0623\u8d22\u5e74\u7684\u6536\u5165\u6307\u5f15\u4e0a\u8c03\u81f322.16\u4ebf\u7f8e\u5143\u81f322.22\u4ebf\u7f8e\u5143\u4e4b\u95f4\uff0c\u800c\u5e02\u573a\u9884\u671f\u4e3a22.1\u4ebf\u7f8e\u5143\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n    <img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-blue-and-white-rectangular-box-with-white-text-7.png\" class=\"wp-image-35148\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-blue-and-white-rectangular-box-with-white-text-7.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-blue-and-white-rectangular-box-with-white-text-7-300x64.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\/a-graph-with-lines-and-numbers-description-automa-3.png\" alt=\"A graph with lines and numbers\n\nDescription automatically generated with medium confidence\" class=\"wp-image-35149\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-graph-with-lines-and-numbers-description-automa-3.png 1529w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-graph-with-lines-and-numbers-description-automa-3-300x109.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-graph-with-lines-and-numbers-description-automa-3-1024x373.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-graph-with-lines-and-numbers-description-automa-3-768x280.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<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-long-line-of-a-flag-description-automatically-g-1.png\" alt=\"A long line of a flag\n\nDescription automatically generated with medium confidence\" class=\"wp-image-35150\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-long-line-of-a-flag-description-automatically-g-1.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-long-line-of-a-flag-description-automatically-g-1-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-long-line-of-a-flag-description-automatically-g-1-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u8d85\u5fae\u534a\u5bfc\u4f53 (AMD US)\uff1a\u4eba\u5de5\u667a\u80fd\u53d1\u5c55\u8fdb\u7a0b<\/strong>\n<\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\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\/a-blue-and-white-rectangular-object-with-white-tex-3.png\" class=\"wp-image-35151\" alt=\"A blue and white rectangular object with white text\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-blue-and-white-rectangular-object-with-white-tex-3.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-blue-and-white-rectangular-object-with-white-tex-3-300x64.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\/a-screen-shot-of-a-graph-description-automaticall-1.png\" alt=\"A screen shot of a graph\n\nDescription automatically generated\" class=\"wp-image-35152\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-screen-shot-of-a-graph-description-automaticall-1.png 1529w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-screen-shot-of-a-graph-description-automaticall-1-300x109.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-screen-shot-of-a-graph-description-automaticall-1-1024x373.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-screen-shot-of-a-graph-description-automaticall-1-768x280.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<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\/a-long-line-of-metal-objects-description-automati-13.png\" alt=\"A long line of metal objects\n\nDescription automatically generated with medium confidence\" class=\"wp-image-35153\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-long-line-of-metal-objects-description-automati-13.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-long-line-of-metal-objects-description-automati-13-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\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\/a-blue-background-with-white-text-description-aut-4.png\" alt=\"A blue background with white text\n\nDescription automatically generated\" class=\"wp-image-35154\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-blue-background-with-white-text-description-aut-4.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-blue-background-with-white-text-description-aut-4-300x62.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 Coinbase (COIN US) at US$87. Add Lenovo (992 HK) at HK$9.2.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"494\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-screenshot-of-a-computer-screen-description-aut-1.png\" alt=\"A screenshot of a computer screen\n\nDescription automatically generated\" class=\"wp-image-35155\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-screenshot-of-a-computer-screen-description-aut-1.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-screenshot-of-a-computer-screen-description-aut-1-300x157.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/a-screenshot-of-a-computer-screen-description-aut-1-768x402.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. Dow pops more than 200 points on Friday to cap the best week for stocks so far this year: Live updates 2. As US job market cools, Fed&#8217;s own job gets easier 3. US mortgage rates fall for first time in [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":22943,"comment_status":"closed","ping_status":"open","sticky":true,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[],"class_list":["post-35089","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 4.9.10 - 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 UMS \u63a7\u80a1 (UMSH SP)\uff1a\u9884\u671f\u7b2c\u4e09\u5b63\u66f4\u597d\u4e1a\u7ee9 \u91cd\u7533\u4e70\u5165\u4ef7\uff1a1.26\uff0c\u76ee\u6807\u4ef7\uff1a1.36\uff0c\u6b62\u635f\u4ef7\uff1a1.21 UMS\u63a7\u80a1\u6709\u9650\u516c\u53f8\u4e3a\u534a\u5bfc\u4f53\u53ca\u76f8\u5173\u4ea7\u54c1\u7684\u539f\u59cb\u8bbe\u5907\u5236\u9020\u5546(oem)\u63d0\u4f9b\u8bbe\u5907\u5236\u9020\u548c\u5de5\u7a0b\u670d\u52a1\u3002\u516c\u53f8\u751f\u4ea7\u9ad8\u7cbe\u5ea6\u90e8\u4ef6\u548c\u590d\u6742\u7684\u673a\u7535\u88c5\u914d\u548c\u6700\u7ec8\u6d4b\u8bd5\u670d\u52a1\u3002UMS\u652f\u6301\u7535\u5b50\uff0c\u673a\u5e8a\u548c\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u884c\u4e1a\u3002 \u534a\u5bfc\u4f53\u884c\u4e1a\u6b63\u5728\u89e6\u5e95\u53cd\u5f39\u30022013\u5e74\u4e0a\u534a\u5e74\uff0c\u4eba\u5de5\u667a\u80fd(AI)\u7684\u91cc\u7a0b\u7891\u5f0f\u53d1\u5c55\u4e0d\u4ec5\u7f13\u51b2\u4e86\u534a\u5bfc\u4f53\u884c\u4e1a\u7684\u4e0b\u884c\u5468\u671f\uff0c\u800c\u4e14\u542f\u52a8\u4e86\u65b0\u7684\u589e\u957f\u5f15\u64ce\u3002\u4eba\u5de5\u667a\u80fd\u7684\u7092\u4f5c\u63a9\u76d6\u4e86\u7531\u4e8e\u751f\u6d3b\u6b63\u5e38\u5316\u800c\u5bfc\u81f4\u7684\u79fb\u52a8\/\u4e2a\u4eba\u7535\u8111\u82af\u7247\u9700\u6c42\u4e0b\u964d\uff0c\u4ee5\u53ca\u5730\u7f18\u653f\u6cbb\u56e0\u7d20\u5bfc\u81f4\u7684\u8d44\u672c\u652f\u51fa\u4e0b\u964d\u3002\u7136\u800c\uff0c\u4e00\u4e9b\u5e02\u573a\u9886\u5bfc\u8005\u9884\u8ba1\uff0c\u968f\u7740\u8ba2\u5355\u548c\u8d44\u672c\u652f\u51fa\u7684\u9010\u6e10\u6062\u590d\uff0c\u8be5\u884c\u4e1a\u5c06\u572823\u5e74\u4e0b\u534a\u5e74\u621624\u5e74\u4e0a\u534a\u5e74\u89e6\u5e95\u3002\u5728um2q23\u7684\u65b0\u95fb\u7a3f\u4e2d\uff0c\u6839\u636eSEMI\u7684\u6570\u636e\uff0c\u9884\u8ba1\u660e\u5e74\u5168\u7403300mm\u6676\u5706\u5382\u8bbe\u5907\u7684\u524d\u7aef\u8bbe\u65bd\u652f\u51fa\u5c06\u5f00\u59cb\u589e\u957f\uff0c\u57282023\u5e74\u4e0b\u964d\u4e4b\u540e\uff0c2026\u5e74\u5c06\u8fbe\u52301190\u4ebf\u7f8e\u5143\u7684\u5386\u53f2\u65b0\u9ad8\u3002 \u4e0a\u6e38\u5bf92024\u5e74\u524d\u666f\u4e50\u89c2\u3002AMD\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 \u5e94\u7528\u6750\u659923\u8d22\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u3002\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 23\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d14%\uff0c\u81f37,440\u4e07\u65b0\u5143\u3002\u6bdb\u6599\u5229\u6da6\u7387\u4ece51.7%\u964d\u81f346.3%\u3002\u7a0e\u540e\u53ca\u9664\u5c11\u6570\u80a1\u6743\u5229\u6da6\u540c\u6bd4\u589e\u957f42%\uff0c\u81f31,160\u4e07\u65b0\u5143\u3002\u51c0\u5229\u6da6\u7387\u4ece23.2%\u964d\u81f315.4%\u3002\u69df\u57ce\u7684\u65b0\u5de5\u5382\u9884\u8ba1\u5c06\u4e3a2024\u8d22\u5e74\u8d21\u732e\u81f3\u5c113,000\u4e07\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u5ba3\u5e03\u4e2d\u671f\u80a1\u606f\u4e3a1.2\u65b0\u5206\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u60a6\u6995\u63a7\u80a1 (BTH SP)\uff1a\u4e0d\u65ad\u589e\u957f\u7684\u6269\u5f20\u8ba1\u5212 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.385\uff0c\u76ee\u6807\u4ef7\uff1a0.410\uff0c\u6b62\u635f\u4ef7\uff1a0.373 \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 \u5165\u83f2\u5f8b\u5bbe\u5e02\u573a\u3002\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 Garrya\u5728Java\u7684\u9996\u6b21\u4eae\u76f8\u3002\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 \u514d\u7b7e\u8bc1\u65c5\u884c\u3002\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 23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u30022023\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 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u5c0f\u7c73\u96c6\u56e2 (1810 HK)\uff1a\u66f4\u591a\u7684\u65b0\u4ea7\u54c1\u6765\u4fc3\u8fdb\u9500\u552e \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a15.1\uff0c\u76ee\u6807\u4ef7\uff1a16.5\uff0c\u6b62\u635f\u4ef7\uff1a14.4 \u5c0f\u7c73\u96c6\u56e2\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u667a\u80fd\u624b\u673a\u3001\u7269\u8054\u7f51\uff08IoT\uff09\u548c\u751f\u6d3b\u6d88\u8d39\u4ea7\u54c1\u7814\u53d1\u548c\u9500\u552e\u4e1a\u52a1\uff0c\u63d0\u4f9b\u4e92\u8054\u7f51\u670d\u52a1\uff0c\u4ee5\u53ca\u4ece\u4e8b\u6295\u8d44\u4e1a\u52a1\u7684\u4e2d\u56fd\u6295\u8d44\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u901a\u8fc7\u56db\u4e2a\u90e8\u95e8\u5f00\u5c55\u4e1a\u52a1\u3002\u667a\u80fd\u624b\u673a\u90e8\u95e8\u4e3b\u8981\u4ece\u4e8b\u667a\u80fd\u624b\u673a\u9500\u552e\u4e1a\u52a1\u3002IoT\u548c\u751f\u6d3b\u9500\u552e\u4ea7\u54c1\u90e8\u95e8\u4e3b\u8981\u9500\u552e\u5176\u4ed6\u81ea\u5bb6\u4ea7\u54c1\uff08\u5305\u62ec\u667a\u80fd\u7535\u89c6\u673a\u3001\u7b14\u8bb0\u672c\u7535\u8111\u3001\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u97f3\u7bb1\u548c\u667a\u80fd\u8def\u7531\u5668\uff09\u3001\u751f\u6001\u94fe\u4ea7\u54c1\uff08\u5305\u62ecIoT\u548c\u5176\u4ed6\u667a\u80fd\u786c\u4ef6\u4ea7\u54c1\uff09\u4ee5\u53ca\u90e8\u5206\u751f\u6d3b\u6d88\u8d39\u4ea7\u54c1\u3002\u4e92\u8054\u7f51\u670d\u52a1\u90e8\u95e8\u63d0\u4f9b\u5e7f\u544a\u670d\u52a1\u53ca\u4e92\u8054\u7f51\u589e\u503c\u670d\u52a1\u3002\u5176\u4ed6\u90e8\u95e8\u63d0\u4f9b\u786c\u4ef6\u4ea7\u54c1\u7ef4\u4fee\u670d\u52a1\u3002\u8be5\u516c\u53f8\u5728\u56fd\u5185\u5e02\u573a\u548c\u6d77\u5916\u5e02\u573a\u9500\u552e\u4ea7\u54c1\u3002 \u5c0f\u7c7314\u548c14Pro\u7684\u9500\u91cf\u6fc0\u589e\u3002\u5c0f\u7c73\u4e0a\u5468\u521a\u521a\u53d1\u5e03\u4e86\u5c0f\u7c7314\u548c14Pro\uff0c\u6807\u5fd7\u7740\u5b83\u4eec\u662f\u4e16\u754c\u4e0a\u7b2c\u4e00\u6b3e\u7531\u9a81\u9f998\u7b2c3\u4ee3\u82af\u7247\u7ec4\u9a71\u52a8\u7684\u667a\u80fd\u624b\u673a\u3002\u5c0f\u7c7314\u7cfb\u5217\u6253\u7834\u4e86\u8be5\u516c\u53f8\u53bb\u5e74\u5728\u5176\u6240\u6709\u4e3b\u8981\u4e2d\u56fd\u5728\u7ebf\u96f6\u552e\u5e73\u53f0\u4e0a\u7684\u8bb0\u5f55\uff0c\u5728\u9996\u6b21\u9500\u552e\u7684\u524d\u56db\u5c0f\u65f6\u5185\u5c31\u9500\u552e\u4e00\u7a7a\u3002\u6d88\u8d39\u8005\u88ab14\u7cfb\u5217\u4ee4\u4eba\u5370\u8c61\u6df1\u523b\u7684\u8bbe\u8ba1\u3001\u5c0f\u7c7313\u7cfb\u5217\u7684\u589e\u5f3a\u8fed\u4ee3\u3001\u9a81\u9f998\u7b2c3\u4ee3\u82af\u7247\u7ec4\u7684\u6574\u5408\u548c\u5168\u65b0\u7684HyperOS\u7528\u6237\u4f53\u9a8c\u6240\u5438\u5f15\uff0c\u540c\u65f6\u62e5\u6709\u5f95\u5361\u4f18\u5316\u7684Light Hunter 900\u4e3b\u76f8\u673a\u4ee5\u53ca\u72ec\u7279\u7684\u5f95\u5361Summilux\u955c\u5934\uff0c\u63d0\u4f9b\u4e86\u9ad8\u8d28\u91cf\u7684\u6444\u5f71\u4f53\u9a8c\u3002\" \/>\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-06-nov-2023-zh\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO (AIOSEO) 4.9.10\" \/>\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\u5e7411\u670806\u65e5: UMS \u63a7\u80a1 (UMSH SP), \u5c0f\u7c73\u96c6\u56e2 (1810 HK), \u5e15\u5170\u6cf0\u5c14\u79d1\u6280 (PLTR US) \u2022 KGI Singapore Research\" \/>\n\t\t<meta property=\"og:description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \\ \u9999\u6e2f ^ Back To Top UMS \u63a7\u80a1 (UMSH SP)\uff1a\u9884\u671f\u7b2c\u4e09\u5b63\u66f4\u597d\u4e1a\u7ee9 \u91cd\u7533\u4e70\u5165\u4ef7\uff1a1.26\uff0c\u76ee\u6807\u4ef7\uff1a1.36\uff0c\u6b62\u635f\u4ef7\uff1a1.21 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 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23\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d14%\uff0c\u81f37,440\u4e07\u65b0\u5143\u3002\u6bdb\u6599\u5229\u6da6\u7387\u4ece51.7%\u964d\u81f346.3%\u3002\u7a0e\u540e\u53ca\u9664\u5c11\u6570\u80a1\u6743\u5229\u6da6\u540c\u6bd4\u589e\u957f42%\uff0c\u81f31,160\u4e07\u65b0\u5143\u3002\u51c0\u5229\u6da6\u7387\u4ece23.2%\u964d\u81f315.4%\u3002\u69df\u57ce\u7684\u65b0\u5de5\u5382\u9884\u8ba1\u5c06\u4e3a2024\u8d22\u5e74\u8d21\u732e\u81f3\u5c113,000\u4e07\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u5ba3\u5e03\u4e2d\u671f\u80a1\u606f\u4e3a1.2\u65b0\u5206\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u60a6\u6995\u63a7\u80a1 (BTH SP)\uff1a\u4e0d\u65ad\u589e\u957f\u7684\u6269\u5f20\u8ba1\u5212 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.385\uff0c\u76ee\u6807\u4ef7\uff1a0.410\uff0c\u6b62\u635f\u4ef7\uff1a0.373 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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 \u514d\u7b7e\u8bc1\u65c5\u884c\u3002\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 23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u30022023\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 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u5c0f\u7c73\u96c6\u56e2 (1810 HK)\uff1a\u66f4\u591a\u7684\u65b0\u4ea7\u54c1\u6765\u4fc3\u8fdb\u9500\u552e \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a15.1\uff0c\u76ee\u6807\u4ef7\uff1a16.5\uff0c\u6b62\u635f\u4ef7\uff1a14.4 \u5c0f\u7c73\u96c6\u56e2\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u667a\u80fd\u624b\u673a\u3001\u7269\u8054\u7f51\uff08IoT\uff09\u548c\u751f\u6d3b\u6d88\u8d39\u4ea7\u54c1\u7814\u53d1\u548c\u9500\u552e\u4e1a\u52a1\uff0c\u63d0\u4f9b\u4e92\u8054\u7f51\u670d\u52a1\uff0c\u4ee5\u53ca\u4ece\u4e8b\u6295\u8d44\u4e1a\u52a1\u7684\u4e2d\u56fd\u6295\u8d44\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u901a\u8fc7\u56db\u4e2a\u90e8\u95e8\u5f00\u5c55\u4e1a\u52a1\u3002\u667a\u80fd\u624b\u673a\u90e8\u95e8\u4e3b\u8981\u4ece\u4e8b\u667a\u80fd\u624b\u673a\u9500\u552e\u4e1a\u52a1\u3002IoT\u548c\u751f\u6d3b\u9500\u552e\u4ea7\u54c1\u90e8\u95e8\u4e3b\u8981\u9500\u552e\u5176\u4ed6\u81ea\u5bb6\u4ea7\u54c1\uff08\u5305\u62ec\u667a\u80fd\u7535\u89c6\u673a\u3001\u7b14\u8bb0\u672c\u7535\u8111\u3001\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u97f3\u7bb1\u548c\u667a\u80fd\u8def\u7531\u5668\uff09\u3001\u751f\u6001\u94fe\u4ea7\u54c1\uff08\u5305\u62ecIoT\u548c\u5176\u4ed6\u667a\u80fd\u786c\u4ef6\u4ea7\u54c1\uff09\u4ee5\u53ca\u90e8\u5206\u751f\u6d3b\u6d88\u8d39\u4ea7\u54c1\u3002\u4e92\u8054\u7f51\u670d\u52a1\u90e8\u95e8\u63d0\u4f9b\u5e7f\u544a\u670d\u52a1\u53ca\u4e92\u8054\u7f51\u589e\u503c\u670d\u52a1\u3002\u5176\u4ed6\u90e8\u95e8\u63d0\u4f9b\u786c\u4ef6\u4ea7\u54c1\u7ef4\u4fee\u670d\u52a1\u3002\u8be5\u516c\u53f8\u5728\u56fd\u5185\u5e02\u573a\u548c\u6d77\u5916\u5e02\u573a\u9500\u552e\u4ea7\u54c1\u3002 \u5c0f\u7c7314\u548c14Pro\u7684\u9500\u91cf\u6fc0\u589e\u3002\u5c0f\u7c73\u4e0a\u5468\u521a\u521a\u53d1\u5e03\u4e86\u5c0f\u7c7314\u548c14Pro\uff0c\u6807\u5fd7\u7740\u5b83\u4eec\u662f\u4e16\u754c\u4e0a\u7b2c\u4e00\u6b3e\u7531\u9a81\u9f998\u7b2c3\u4ee3\u82af\u7247\u7ec4\u9a71\u52a8\u7684\u667a\u80fd\u624b\u673a\u3002\u5c0f\u7c7314\u7cfb\u5217\u6253\u7834\u4e86\u8be5\u516c\u53f8\u53bb\u5e74\u5728\u5176\u6240\u6709\u4e3b\u8981\u4e2d\u56fd\u5728\u7ebf\u96f6\u552e\u5e73\u53f0\u4e0a\u7684\u8bb0\u5f55\uff0c\u5728\u9996\u6b21\u9500\u552e\u7684\u524d\u56db\u5c0f\u65f6\u5185\u5c31\u9500\u552e\u4e00\u7a7a\u3002\u6d88\u8d39\u8005\u88ab14\u7cfb\u5217\u4ee4\u4eba\u5370\u8c61\u6df1\u523b\u7684\u8bbe\u8ba1\u3001\u5c0f\u7c7313\u7cfb\u5217\u7684\u589e\u5f3a\u8fed\u4ee3\u3001\u9a81\u9f998\u7b2c3\u4ee3\u82af\u7247\u7ec4\u7684\u6574\u5408\u548c\u5168\u65b0\u7684HyperOS\u7528\u6237\u4f53\u9a8c\u6240\u5438\u5f15\uff0c\u540c\u65f6\u62e5\u6709\u5f95\u5361\u4f18\u5316\u7684Light Hunter 900\u4e3b\u76f8\u673a\u4ee5\u53ca\u72ec\u7279\u7684\u5f95\u5361Summilux\u955c\u5934\uff0c\u63d0\u4f9b\u4e86\u9ad8\u8d28\u91cf\u7684\u6444\u5f71\u4f53\u9a8c\u3002\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-06-nov-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=\"2023-11-05T23:30:00+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2023-11-05T14:08:11+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2023\u5e7411\u670806\u65e5: UMS \u63a7\u80a1 (UMSH SP), \u5c0f\u7c73\u96c6\u56e2 (1810 HK), \u5e15\u5170\u6cf0\u5c14\u79d1\u6280 (PLTR US) \u2022 KGI Singapore Research\" \/>\n\t\t<meta name=\"twitter:description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \\ \u9999\u6e2f ^ Back To Top UMS \u63a7\u80a1 (UMSH SP)\uff1a\u9884\u671f\u7b2c\u4e09\u5b63\u66f4\u597d\u4e1a\u7ee9 \u91cd\u7533\u4e70\u5165\u4ef7\uff1a1.26\uff0c\u76ee\u6807\u4ef7\uff1a1.36\uff0c\u6b62\u635f\u4ef7\uff1a1.21 UMS\u63a7\u80a1\u6709\u9650\u516c\u53f8\u4e3a\u534a\u5bfc\u4f53\u53ca\u76f8\u5173\u4ea7\u54c1\u7684\u539f\u59cb\u8bbe\u5907\u5236\u9020\u5546(oem)\u63d0\u4f9b\u8bbe\u5907\u5236\u9020\u548c\u5de5\u7a0b\u670d\u52a1\u3002\u516c\u53f8\u751f\u4ea7\u9ad8\u7cbe\u5ea6\u90e8\u4ef6\u548c\u590d\u6742\u7684\u673a\u7535\u88c5\u914d\u548c\u6700\u7ec8\u6d4b\u8bd5\u670d\u52a1\u3002UMS\u652f\u6301\u7535\u5b50\uff0c\u673a\u5e8a\u548c\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u884c\u4e1a\u3002 \u534a\u5bfc\u4f53\u884c\u4e1a\u6b63\u5728\u89e6\u5e95\u53cd\u5f39\u30022013\u5e74\u4e0a\u534a\u5e74\uff0c\u4eba\u5de5\u667a\u80fd(AI)\u7684\u91cc\u7a0b\u7891\u5f0f\u53d1\u5c55\u4e0d\u4ec5\u7f13\u51b2\u4e86\u534a\u5bfc\u4f53\u884c\u4e1a\u7684\u4e0b\u884c\u5468\u671f\uff0c\u800c\u4e14\u542f\u52a8\u4e86\u65b0\u7684\u589e\u957f\u5f15\u64ce\u3002\u4eba\u5de5\u667a\u80fd\u7684\u7092\u4f5c\u63a9\u76d6\u4e86\u7531\u4e8e\u751f\u6d3b\u6b63\u5e38\u5316\u800c\u5bfc\u81f4\u7684\u79fb\u52a8\/\u4e2a\u4eba\u7535\u8111\u82af\u7247\u9700\u6c42\u4e0b\u964d\uff0c\u4ee5\u53ca\u5730\u7f18\u653f\u6cbb\u56e0\u7d20\u5bfc\u81f4\u7684\u8d44\u672c\u652f\u51fa\u4e0b\u964d\u3002\u7136\u800c\uff0c\u4e00\u4e9b\u5e02\u573a\u9886\u5bfc\u8005\u9884\u8ba1\uff0c\u968f\u7740\u8ba2\u5355\u548c\u8d44\u672c\u652f\u51fa\u7684\u9010\u6e10\u6062\u590d\uff0c\u8be5\u884c\u4e1a\u5c06\u572823\u5e74\u4e0b\u534a\u5e74\u621624\u5e74\u4e0a\u534a\u5e74\u89e6\u5e95\u3002\u5728um2q23\u7684\u65b0\u95fb\u7a3f\u4e2d\uff0c\u6839\u636eSEMI\u7684\u6570\u636e\uff0c\u9884\u8ba1\u660e\u5e74\u5168\u7403300mm\u6676\u5706\u5382\u8bbe\u5907\u7684\u524d\u7aef\u8bbe\u65bd\u652f\u51fa\u5c06\u5f00\u59cb\u589e\u957f\uff0c\u57282023\u5e74\u4e0b\u964d\u4e4b\u540e\uff0c2026\u5e74\u5c06\u8fbe\u52301190\u4ebf\u7f8e\u5143\u7684\u5386\u53f2\u65b0\u9ad8\u3002 \u4e0a\u6e38\u5bf92024\u5e74\u524d\u666f\u4e50\u89c2\u3002AMD\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 \u5e94\u7528\u6750\u659923\u8d22\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u3002\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 23\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d14%\uff0c\u81f37,440\u4e07\u65b0\u5143\u3002\u6bdb\u6599\u5229\u6da6\u7387\u4ece51.7%\u964d\u81f346.3%\u3002\u7a0e\u540e\u53ca\u9664\u5c11\u6570\u80a1\u6743\u5229\u6da6\u540c\u6bd4\u589e\u957f42%\uff0c\u81f31,160\u4e07\u65b0\u5143\u3002\u51c0\u5229\u6da6\u7387\u4ece23.2%\u964d\u81f315.4%\u3002\u69df\u57ce\u7684\u65b0\u5de5\u5382\u9884\u8ba1\u5c06\u4e3a2024\u8d22\u5e74\u8d21\u732e\u81f3\u5c113,000\u4e07\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u5ba3\u5e03\u4e2d\u671f\u80a1\u606f\u4e3a1.2\u65b0\u5206\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u60a6\u6995\u63a7\u80a1 (BTH SP)\uff1a\u4e0d\u65ad\u589e\u957f\u7684\u6269\u5f20\u8ba1\u5212 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.385\uff0c\u76ee\u6807\u4ef7\uff1a0.410\uff0c\u6b62\u635f\u4ef7\uff1a0.373 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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 Garrya\u5728Java\u7684\u9996\u6b21\u4eae\u76f8\u3002\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 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23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u30022023\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 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u5c0f\u7c73\u96c6\u56e2 (1810 HK)\uff1a\u66f4\u591a\u7684\u65b0\u4ea7\u54c1\u6765\u4fc3\u8fdb\u9500\u552e \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a15.1\uff0c\u76ee\u6807\u4ef7\uff1a16.5\uff0c\u6b62\u635f\u4ef7\uff1a14.4 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\u5c0f\u7c7314\u548c14Pro\u7684\u9500\u91cf\u6fc0\u589e\u3002\u5c0f\u7c73\u4e0a\u5468\u521a\u521a\u53d1\u5e03\u4e86\u5c0f\u7c7314\u548c14Pro\uff0c\u6807\u5fd7\u7740\u5b83\u4eec\u662f\u4e16\u754c\u4e0a\u7b2c\u4e00\u6b3e\u7531\u9a81\u9f998\u7b2c3\u4ee3\u82af\u7247\u7ec4\u9a71\u52a8\u7684\u667a\u80fd\u624b\u673a\u3002\u5c0f\u7c7314\u7cfb\u5217\u6253\u7834\u4e86\u8be5\u516c\u53f8\u53bb\u5e74\u5728\u5176\u6240\u6709\u4e3b\u8981\u4e2d\u56fd\u5728\u7ebf\u96f6\u552e\u5e73\u53f0\u4e0a\u7684\u8bb0\u5f55\uff0c\u5728\u9996\u6b21\u9500\u552e\u7684\u524d\u56db\u5c0f\u65f6\u5185\u5c31\u9500\u552e\u4e00\u7a7a\u3002\u6d88\u8d39\u8005\u88ab14\u7cfb\u5217\u4ee4\u4eba\u5370\u8c61\u6df1\u523b\u7684\u8bbe\u8ba1\u3001\u5c0f\u7c7313\u7cfb\u5217\u7684\u589e\u5f3a\u8fed\u4ee3\u3001\u9a81\u9f998\u7b2c3\u4ee3\u82af\u7247\u7ec4\u7684\u6574\u5408\u548c\u5168\u65b0\u7684HyperOS\u7528\u6237\u4f53\u9a8c\u6240\u5438\u5f15\uff0c\u540c\u65f6\u62e5\u6709\u5f95\u5361\u4f18\u5316\u7684Light Hunter 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\u5e94\u7528\u6750\u659923\u8d22\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u3002\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 23\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d14%\uff0c\u81f37,440\u4e07\u65b0\u5143\u3002\u6bdb\u6599\u5229\u6da6\u7387\u4ece51.7%\u964d\u81f346.3%\u3002\u7a0e\u540e\u53ca\u9664\u5c11\u6570\u80a1\u6743\u5229\u6da6\u540c\u6bd4\u589e\u957f42%\uff0c\u81f31,160\u4e07\u65b0\u5143\u3002\u51c0\u5229\u6da6\u7387\u4ece23.2%\u964d\u81f315.4%\u3002\u69df\u57ce\u7684\u65b0\u5de5\u5382\u9884\u8ba1\u5c06\u4e3a2024\u8d22\u5e74\u8d21\u732e\u81f3\u5c113,000\u4e07\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u5ba3\u5e03\u4e2d\u671f\u80a1\u606f\u4e3a1.2\u65b0\u5206\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u60a6\u6995\u63a7\u80a1 (BTH SP)\uff1a\u4e0d\u65ad\u589e\u957f\u7684\u6269\u5f20\u8ba1\u5212 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.385\uff0c\u76ee\u6807\u4ef7\uff1a0.410\uff0c\u6b62\u635f\u4ef7\uff1a0.373 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23\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d14%\uff0c\u81f37,440\u4e07\u65b0\u5143\u3002\u6bdb\u6599\u5229\u6da6\u7387\u4ece51.7%\u964d\u81f346.3%\u3002\u7a0e\u540e\u53ca\u9664\u5c11\u6570\u80a1\u6743\u5229\u6da6\u540c\u6bd4\u589e\u957f42%\uff0c\u81f31,160\u4e07\u65b0\u5143\u3002\u51c0\u5229\u6da6\u7387\u4ece23.2%\u964d\u81f315.4%\u3002\u69df\u57ce\u7684\u65b0\u5de5\u5382\u9884\u8ba1\u5c06\u4e3a2024\u8d22\u5e74\u8d21\u732e\u81f3\u5c113,000\u4e07\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u5ba3\u5e03\u4e2d\u671f\u80a1\u606f\u4e3a1.2\u65b0\u5206\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u60a6\u6995\u63a7\u80a1 (BTH SP)\uff1a\u4e0d\u65ad\u589e\u957f\u7684\u6269\u5f20\u8ba1\u5212 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.385\uff0c\u76ee\u6807\u4ef7\uff1a0.410\uff0c\u6b62\u635f\u4ef7\uff1a0.373 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23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u30022023\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 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u5c0f\u7c73\u96c6\u56e2 (1810 HK)\uff1a\u66f4\u591a\u7684\u65b0\u4ea7\u54c1\u6765\u4fc3\u8fdb\u9500\u552e \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a15.1\uff0c\u76ee\u6807\u4ef7\uff1a16.5\uff0c\u6b62\u635f\u4ef7\uff1a14.4 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\u5c0f\u7c7314\u548c14Pro\u7684\u9500\u91cf\u6fc0\u589e\u3002\u5c0f\u7c73\u4e0a\u5468\u521a\u521a\u53d1\u5e03\u4e86\u5c0f\u7c7314\u548c14Pro\uff0c\u6807\u5fd7\u7740\u5b83\u4eec\u662f\u4e16\u754c\u4e0a\u7b2c\u4e00\u6b3e\u7531\u9a81\u9f998\u7b2c3\u4ee3\u82af\u7247\u7ec4\u9a71\u52a8\u7684\u667a\u80fd\u624b\u673a\u3002\u5c0f\u7c7314\u7cfb\u5217\u6253\u7834\u4e86\u8be5\u516c\u53f8\u53bb\u5e74\u5728\u5176\u6240\u6709\u4e3b\u8981\u4e2d\u56fd\u5728\u7ebf\u96f6\u552e\u5e73\u53f0\u4e0a\u7684\u8bb0\u5f55\uff0c\u5728\u9996\u6b21\u9500\u552e\u7684\u524d\u56db\u5c0f\u65f6\u5185\u5c31\u9500\u552e\u4e00\u7a7a\u3002\u6d88\u8d39\u8005\u88ab14\u7cfb\u5217\u4ee4\u4eba\u5370\u8c61\u6df1\u523b\u7684\u8bbe\u8ba1\u3001\u5c0f\u7c7313\u7cfb\u5217\u7684\u589e\u5f3a\u8fed\u4ee3\u3001\u9a81\u9f998\u7b2c3\u4ee3\u82af\u7247\u7ec4\u7684\u6574\u5408\u548c\u5168\u65b0\u7684HyperOS\u7528\u6237\u4f53\u9a8c\u6240\u5438\u5f15\uff0c\u540c\u65f6\u62e5\u6709\u5f95\u5361\u4f18\u5316\u7684Light Hunter 900\u4e3b\u76f8\u673a\u4ee5\u53ca\u72ec\u7279\u7684\u5f95\u5361Summilux\u955c\u5934\uff0c\u63d0\u4f9b\u4e86\u9ad8\u8d28\u91cf\u7684\u6444\u5f71\u4f53\u9a8c\u3002","inLanguage":"en-US","isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/#website"},"breadcrumb":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-06-nov-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\/2023\/01\/Thumbnail-151.jpg?wsr","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-06-nov-2023-zh\/#mainImage","width":750,"height":500,"caption":"Creative glowing forex chart with map on blurry background. Global business and economy concept. 3D Rendering"},"primaryImageOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-06-nov-2023-zh\/#mainImage"},"datePublished":"2023-11-06T07:30:00+08:00","dateModified":"2023-11-05T22:08:11+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\u5e7411\u670806\u65e5: UMS \u63a7\u80a1 (UMSH SP), \u5c0f\u7c73\u96c6\u56e2 (1810 HK), \u5e15\u5170\u6cf0\u5c14\u79d1\u6280 (PLTR 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 UMS \u63a7\u80a1 (UMSH SP)\uff1a\u9884\u671f\u7b2c\u4e09\u5b63\u66f4\u597d\u4e1a\u7ee9 \u91cd\u7533\u4e70\u5165\u4ef7\uff1a1.26\uff0c\u76ee\u6807\u4ef7\uff1a1.36\uff0c\u6b62\u635f\u4ef7\uff1a1.21 UMS\u63a7\u80a1\u6709\u9650\u516c\u53f8\u4e3a\u534a\u5bfc\u4f53\u53ca\u76f8\u5173\u4ea7\u54c1\u7684\u539f\u59cb\u8bbe\u5907\u5236\u9020\u5546(oem)\u63d0\u4f9b\u8bbe\u5907\u5236\u9020\u548c\u5de5\u7a0b\u670d\u52a1\u3002\u516c\u53f8\u751f\u4ea7\u9ad8\u7cbe\u5ea6\u90e8\u4ef6\u548c\u590d\u6742\u7684\u673a\u7535\u88c5\u914d\u548c\u6700\u7ec8\u6d4b\u8bd5\u670d\u52a1\u3002UMS\u652f\u6301\u7535\u5b50\uff0c\u673a\u5e8a\u548c\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u884c\u4e1a\u3002 \u534a\u5bfc\u4f53\u884c\u4e1a\u6b63\u5728\u89e6\u5e95\u53cd\u5f39\u30022013\u5e74\u4e0a\u534a\u5e74\uff0c\u4eba\u5de5\u667a\u80fd(AI)\u7684\u91cc\u7a0b\u7891\u5f0f\u53d1\u5c55\u4e0d\u4ec5\u7f13\u51b2\u4e86\u534a\u5bfc\u4f53\u884c\u4e1a\u7684\u4e0b\u884c\u5468\u671f\uff0c\u800c\u4e14\u542f\u52a8\u4e86\u65b0\u7684\u589e\u957f\u5f15\u64ce\u3002\u4eba\u5de5\u667a\u80fd\u7684\u7092\u4f5c\u63a9\u76d6\u4e86\u7531\u4e8e\u751f\u6d3b\u6b63\u5e38\u5316\u800c\u5bfc\u81f4\u7684\u79fb\u52a8\/\u4e2a\u4eba\u7535\u8111\u82af\u7247\u9700\u6c42\u4e0b\u964d\uff0c\u4ee5\u53ca\u5730\u7f18\u653f\u6cbb\u56e0\u7d20\u5bfc\u81f4\u7684\u8d44\u672c\u652f\u51fa\u4e0b\u964d\u3002\u7136\u800c\uff0c\u4e00\u4e9b\u5e02\u573a\u9886\u5bfc\u8005\u9884\u8ba1\uff0c\u968f\u7740\u8ba2\u5355\u548c\u8d44\u672c\u652f\u51fa\u7684\u9010\u6e10\u6062\u590d\uff0c\u8be5\u884c\u4e1a\u5c06\u572823\u5e74\u4e0b\u534a\u5e74\u621624\u5e74\u4e0a\u534a\u5e74\u89e6\u5e95\u3002\u5728um2q23\u7684\u65b0\u95fb\u7a3f\u4e2d\uff0c\u6839\u636eSEMI\u7684\u6570\u636e\uff0c\u9884\u8ba1\u660e\u5e74\u5168\u7403300mm\u6676\u5706\u5382\u8bbe\u5907\u7684\u524d\u7aef\u8bbe\u65bd\u652f\u51fa\u5c06\u5f00\u59cb\u589e\u957f\uff0c\u57282023\u5e74\u4e0b\u964d\u4e4b\u540e\uff0c2026\u5e74\u5c06\u8fbe\u52301190\u4ebf\u7f8e\u5143\u7684\u5386\u53f2\u65b0\u9ad8\u3002 \u4e0a\u6e38\u5bf92024\u5e74\u524d\u666f\u4e50\u89c2\u3002AMD\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 \u5e94\u7528\u6750\u659923\u8d22\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u3002\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 23\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d14%\uff0c\u81f37,440\u4e07\u65b0\u5143\u3002\u6bdb\u6599\u5229\u6da6\u7387\u4ece51.7%\u964d\u81f346.3%\u3002\u7a0e\u540e\u53ca\u9664\u5c11\u6570\u80a1\u6743\u5229\u6da6\u540c\u6bd4\u589e\u957f42%\uff0c\u81f31,160\u4e07\u65b0\u5143\u3002\u51c0\u5229\u6da6\u7387\u4ece23.2%\u964d\u81f315.4%\u3002\u69df\u57ce\u7684\u65b0\u5de5\u5382\u9884\u8ba1\u5c06\u4e3a2024\u8d22\u5e74\u8d21\u732e\u81f3\u5c113,000\u4e07\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u5ba3\u5e03\u4e2d\u671f\u80a1\u606f\u4e3a1.2\u65b0\u5206\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u60a6\u6995\u63a7\u80a1 (BTH SP)\uff1a\u4e0d\u65ad\u589e\u957f\u7684\u6269\u5f20\u8ba1\u5212 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.385\uff0c\u76ee\u6807\u4ef7\uff1a0.410\uff0c\u6b62\u635f\u4ef7\uff1a0.373 \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 \u5165\u83f2\u5f8b\u5bbe\u5e02\u573a\u3002\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 Garrya\u5728Java\u7684\u9996\u6b21\u4eae\u76f8\u3002\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 \u514d\u7b7e\u8bc1\u65c5\u884c\u3002\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 23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u30022023\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 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u5c0f\u7c73\u96c6\u56e2 (1810 HK)\uff1a\u66f4\u591a\u7684\u65b0\u4ea7\u54c1\u6765\u4fc3\u8fdb\u9500\u552e \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a15.1\uff0c\u76ee\u6807\u4ef7\uff1a16.5\uff0c\u6b62\u635f\u4ef7\uff1a14.4 \u5c0f\u7c73\u96c6\u56e2\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u667a\u80fd\u624b\u673a\u3001\u7269\u8054\u7f51\uff08IoT\uff09\u548c\u751f\u6d3b\u6d88\u8d39\u4ea7\u54c1\u7814\u53d1\u548c\u9500\u552e\u4e1a\u52a1\uff0c\u63d0\u4f9b\u4e92\u8054\u7f51\u670d\u52a1\uff0c\u4ee5\u53ca\u4ece\u4e8b\u6295\u8d44\u4e1a\u52a1\u7684\u4e2d\u56fd\u6295\u8d44\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u901a\u8fc7\u56db\u4e2a\u90e8\u95e8\u5f00\u5c55\u4e1a\u52a1\u3002\u667a\u80fd\u624b\u673a\u90e8\u95e8\u4e3b\u8981\u4ece\u4e8b\u667a\u80fd\u624b\u673a\u9500\u552e\u4e1a\u52a1\u3002IoT\u548c\u751f\u6d3b\u9500\u552e\u4ea7\u54c1\u90e8\u95e8\u4e3b\u8981\u9500\u552e\u5176\u4ed6\u81ea\u5bb6\u4ea7\u54c1\uff08\u5305\u62ec\u667a\u80fd\u7535\u89c6\u673a\u3001\u7b14\u8bb0\u672c\u7535\u8111\u3001\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u97f3\u7bb1\u548c\u667a\u80fd\u8def\u7531\u5668\uff09\u3001\u751f\u6001\u94fe\u4ea7\u54c1\uff08\u5305\u62ecIoT\u548c\u5176\u4ed6\u667a\u80fd\u786c\u4ef6\u4ea7\u54c1\uff09\u4ee5\u53ca\u90e8\u5206\u751f\u6d3b\u6d88\u8d39\u4ea7\u54c1\u3002\u4e92\u8054\u7f51\u670d\u52a1\u90e8\u95e8\u63d0\u4f9b\u5e7f\u544a\u670d\u52a1\u53ca\u4e92\u8054\u7f51\u589e\u503c\u670d\u52a1\u3002\u5176\u4ed6\u90e8\u95e8\u63d0\u4f9b\u786c\u4ef6\u4ea7\u54c1\u7ef4\u4fee\u670d\u52a1\u3002\u8be5\u516c\u53f8\u5728\u56fd\u5185\u5e02\u573a\u548c\u6d77\u5916\u5e02\u573a\u9500\u552e\u4ea7\u54c1\u3002 \u5c0f\u7c7314\u548c14Pro\u7684\u9500\u91cf\u6fc0\u589e\u3002\u5c0f\u7c73\u4e0a\u5468\u521a\u521a\u53d1\u5e03\u4e86\u5c0f\u7c7314\u548c14Pro\uff0c\u6807\u5fd7\u7740\u5b83\u4eec\u662f\u4e16\u754c\u4e0a\u7b2c\u4e00\u6b3e\u7531\u9a81\u9f998\u7b2c3\u4ee3\u82af\u7247\u7ec4\u9a71\u52a8\u7684\u667a\u80fd\u624b\u673a\u3002\u5c0f\u7c7314\u7cfb\u5217\u6253\u7834\u4e86\u8be5\u516c\u53f8\u53bb\u5e74\u5728\u5176\u6240\u6709\u4e3b\u8981\u4e2d\u56fd\u5728\u7ebf\u96f6\u552e\u5e73\u53f0\u4e0a\u7684\u8bb0\u5f55\uff0c\u5728\u9996\u6b21\u9500\u552e\u7684\u524d\u56db\u5c0f\u65f6\u5185\u5c31\u9500\u552e\u4e00\u7a7a\u3002\u6d88\u8d39\u8005\u88ab14\u7cfb\u5217\u4ee4\u4eba\u5370\u8c61\u6df1\u523b\u7684\u8bbe\u8ba1\u3001\u5c0f\u7c7313\u7cfb\u5217\u7684\u589e\u5f3a\u8fed\u4ee3\u3001\u9a81\u9f998\u7b2c3\u4ee3\u82af\u7247\u7ec4\u7684\u6574\u5408\u548c\u5168\u65b0\u7684HyperOS\u7528\u6237\u4f53\u9a8c\u6240\u5438\u5f15\uff0c\u540c\u65f6\u62e5\u6709\u5f95\u5361\u4f18\u5316\u7684Light Hunter 900\u4e3b\u76f8\u673a\u4ee5\u53ca\u72ec\u7279\u7684\u5f95\u5361Summilux\u955c\u5934\uff0c\u63d0\u4f9b\u4e86\u9ad8\u8d28\u91cf\u7684\u6444\u5f71\u4f53\u9a8c\u3002","og:url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-06-nov-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":"2023-11-05T23:30:00+00:00","article:modified_time":"2023-11-05T14:08:11+00:00","twitter:card":"summary","twitter:title":"2023\u5e7411\u670806\u65e5: UMS \u63a7\u80a1 (UMSH SP), \u5c0f\u7c73\u96c6\u56e2 (1810 HK), \u5e15\u5170\u6cf0\u5c14\u79d1\u6280 (PLTR 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 UMS \u63a7\u80a1 (UMSH SP)\uff1a\u9884\u671f\u7b2c\u4e09\u5b63\u66f4\u597d\u4e1a\u7ee9 \u91cd\u7533\u4e70\u5165\u4ef7\uff1a1.26\uff0c\u76ee\u6807\u4ef7\uff1a1.36\uff0c\u6b62\u635f\u4ef7\uff1a1.21 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 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23\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d14%\uff0c\u81f37,440\u4e07\u65b0\u5143\u3002\u6bdb\u6599\u5229\u6da6\u7387\u4ece51.7%\u964d\u81f346.3%\u3002\u7a0e\u540e\u53ca\u9664\u5c11\u6570\u80a1\u6743\u5229\u6da6\u540c\u6bd4\u589e\u957f42%\uff0c\u81f31,160\u4e07\u65b0\u5143\u3002\u51c0\u5229\u6da6\u7387\u4ece23.2%\u964d\u81f315.4%\u3002\u69df\u57ce\u7684\u65b0\u5de5\u5382\u9884\u8ba1\u5c06\u4e3a2024\u8d22\u5e74\u8d21\u732e\u81f3\u5c113,000\u4e07\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u5ba3\u5e03\u4e2d\u671f\u80a1\u606f\u4e3a1.2\u65b0\u5206\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u60a6\u6995\u63a7\u80a1 (BTH SP)\uff1a\u4e0d\u65ad\u589e\u957f\u7684\u6269\u5f20\u8ba1\u5212 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.385\uff0c\u76ee\u6807\u4ef7\uff1a0.410\uff0c\u6b62\u635f\u4ef7\uff1a0.373 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