{"id":35584,"date":"2023-11-20T07:22:00","date_gmt":"2023-11-19T23:22:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=35584"},"modified":"2023-11-20T10:51:15","modified_gmt":"2023-11-20T02:51:15","slug":"kgi-daily-trading-ideas-20-nov-2023-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-20-nov-2023-zh\/","title":{"rendered":"2023\u5e7411\u670820\u65e5: \u80dc\u6377\u4f01\u4e1a (CENT SP),\u957f\u57ce\u6c7d\u8f66\u80a1\u4efd\u6709\u9650\u516c\u53f8 (2333 HK), \u8d85\u5fae\u7535\u8111 (SMCI US)"},"content":{"rendered":"\n<p class=\"has-cyan-bluish-gray-background-color has-background wp-block-paragraph\"><a href=\"#sg\">\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350<\/a> |<a href=\"#hk\"> \u9999\u6e2f\u80a1\u7968\u63a8\u8350<\/a> | <a href=\"#us\">\u7f8e\u80a1\u63a8\u8350<\/a> | <a href=\"http:\/\/sp\">\u884c\u4e1a\u677f\u5757\u8868\u73b0<\/a> | <a href=\"#td\"> \u4ea4\u6613\u9f99\u864e\u699c<\/a> <\/p>\n\n\n\n<figure class=\"wp-block-image is-style-default\" id=\"sp\"><img fetchpriority=\"high\" decoding=\"async\" width=\"829\" height=\"104\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-159.png\" alt=\"\" class=\"wp-image-29726\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-159.png 829w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-159-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-159-768x96.png 768w\" sizes=\"(max-width: 829px) 100vw, 829px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-35584-_fginbsn8cd1z\"><\/a><a id=\"post-35584-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1291\" height=\"579\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-301.png\" alt=\"\" class=\"wp-image-35613\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-301.png 1291w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-301-300x135.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-301-1024x459.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-301-768x344.png 768w\" sizes=\"(max-width: 1291px) 100vw, 1291px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td><p><strong>News Feed<\/strong>\n<\/p><\/td><\/tr><tr><td><p>\n  1. <a href=\"https:\/\/www.cnbc.com\/2023\/11\/16\/stock-market-today-live-updates.html\">S&P 500 ends Friday slightly higher, major averages cruise to third week of gains: Live updates<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.fxstreet.com\/news\/us-dollar-clings-on-trades-flat-this-friday-202311171230\">US Dollar steady at 104 as Fed speakers turn less cheerfull on recent inflation dive<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/global\/us-china-commerce-ministers-pledge-further-talks-2024\">US, China commerce ministers pledge to further talks in 2024<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.reuters.com\/markets\/us\/futures-drift-higher-yields-slip-2023-11-17\/\">Wall Street barely gains as traders digest earlier gains, Fed comments<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.businesstimes.com.sg\/esg\/nations-will-exceed-us200-million-methane-finance-pledge-cop28\">Nations will exceed US$200 million methane finance pledge at COP28<\/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\/word-image-302.png\" alt=\"\" class=\"wp-image-35614\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-302.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-302-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-35584-_qqv3rtx8nazp\"><\/a><a id=\"post-35584-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1782\" height=\"818\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-303.png\" alt=\"\" class=\"wp-image-35615\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-303.png 1782w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-303-300x138.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-303-1024x470.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-303-768x353.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-303-1536x705.png 1536w\" sizes=\"(max-width: 1782px) 100vw, 1782px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td><p><strong>News Feed<\/strong>\n<\/p><\/td><\/tr><tr><td><p>\n  1. <a href=\"https:\/\/www.channelnewsasia.com\/business\/china-asks-some-lenders-cap-interbank-financing-costs-sources-3928361\">China asks some lenders to cap interbank financing costs \u2013 sources<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/china-raises-concerns-us-over-export-controls-sanctions-tariffs\">China raises concerns with US over export controls, sanctions, tariffs<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/theedgemalaysia.com\/node\/690349?utm_source=Newswav&utm_medium=Website\">China is sailing its way through a record year of debt sales<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/global\/chinese-tourists-sour-thailand-japan-amid-safety-and-health-concerns-survey\">Chinese tourists sour on Thailand, Japan amid safety and health concerns: survey<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/global\/alibaba-worth-about-half-tencent-weak-demand\">Alibaba is worth about half of Tencent on weak demand<\/a>\n<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\">^ Back To Top<\/a> <\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-304.png\" alt=\"\" class=\"wp-image-35616\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-304.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-304-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-35584-_9i0c554gtu0u\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-305.png\" class=\"wp-image-35617\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-305.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-305-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-35584-_lwl7fogol3lv\"><\/a><a id=\"post-35584-_5e35nfxjmx81\"><\/a><strong>\u80dc\u6377\u4f01\u4e1a (CENT SP)\uff1a\u91cd\u65b0\u8bc4\u7ea7\u50ac\u5316\u5242\u56e0\u7d20\u7684\u65e9\u671f\u8ff9\u8c61<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.40\uff0c\u76ee\u6807\u4ef7\uff1a0.44\uff0c\u6b62\u635f\u4ef7\uff1a0.38<\/strong>\n  <\/li><li>\n    \u80dc\u6377\u4f01\u4e1a\u6709\u9650\u516c\u53f8\u4e13\u95e8\u62e5\u6709\u548c\u7ecf\u8425\u5de5\u4eba\u548c\u5b66\u751f\u4f4f\u5bbf\u7269\u4e1a\u3002\u5728\u65b0\u52a0\u5761\u548c\u9a6c\u6765\u897f\u4e9a\uff0c\u5b83\u662f\u65b0\u52a0\u5761\u6700\u5927\u7684\u9ad8\u54c1\u8d28\u5458\u5de5\u4f4f\u5bbf\u4e1a\u4e3b\u548c\u7ecf\u8425\u8005\u4e4b\u4e00\u3002\u6b64\u5916\uff0c\u8be5\u516c\u53f8\u8fd8\u7ba1\u7406\u7740\u65b0\u52a0\u5761\u3001\u6fb3\u5927\u5229\u4e9a\u3001\u82f1\u56fd\u548c\u7f8e\u56fd\u7684\u5b66\u751f\u4f4f\u5bbf\u7269\u4e1a\u3002\n  <\/li><li><strong>\u964d\u606f\u9884\u671f\u3002<\/strong>\u5168\u7403\u901a\u80c0\u6b63\u6b65\u5165\u4e0b\u964d\u7684\u8f68\u9053\uff0c\u5404\u5927\u592e\u884c\u8d8a\u6765\u8d8a\u591a\u5730\u53d1\u51fa\u5229\u7387\u89c1\u9876\u7684\u4fe1\u53f7\u3002\u7f8e\u56fd10\u6708\u901a\u80c0\u6301\u5e73\uff0c\u6838\u5fc3CPI\u73af\u6bd4\u4e0a\u6da80.2%\uff0c\u540c\u6bd4\u4e0a\u6da84.0%\uff0c\u8fdb\u4e00\u6b65\u5f3a\u5316\u4e86\u52a0\u606f\u7ed3\u675f\u7684\u9884\u671f\uff0c\u56e0\u4e3a\u7f8e\u8054\u50a8\u5c06\u901a\u80c0\u76ee\u6807\u4f5c\u4e3a\u51b3\u5b9a\u5176\u5173\u952e\u5229\u7387\u8def\u5f84\u7684\u5173\u952e\u56e0\u7d20\u3002\u6b27\u6d32\u592e\u884c\u6697\u793a\uff0c\u5c06\u5728\u672a\u6765\u51e0\u4e2a\u5b63\u5ea6\u7ef4\u6301\u76ee\u524d\u7684\u5173\u952e\u5229\u7387\u3002\u82f1\u56fd10\u6708\u4efd\u901a\u80c0\u964d\u5e45\u8d85\u8fc7\u9884\u671f\uff0c\u51cf\u8f7b\u4e86\u8fdb\u4e00\u6b65\u52a0\u606f\u7684\u538b\u529b\u3002\u6fb3\u5927\u5229\u4e9a\u572811\u6708\u518d\u6b21\u52a0\u606f25\u4e2a\u57fa\u70b9\uff0c\u7ecf\u6d4e\u5b66\u5bb6\u9884\u8ba1\u8fd9\u5c06\u662f\u6700\u540e\u4e00\u6b21\u52a0\u606f\u3002\n  <\/li><li><strong>\u6f5c\u5728\u7684\u4f30\u503c\u63d0\u5347\u548c\u91cd\u65b0\u8bc4\u7ea7\u3002<\/strong>\u516c\u53f8\u4ecd\u7136\u91c7\u7528\u91cd\u8d44\u4ea7\u6a21\u5f0f\uff0c\u56e0\u6b64\uff0c\u5229\u7387\u5cf0\u503c\u548c\u968f\u540e\u7684\u964d\u606f\u5468\u671f\u662f\u8be5\u516c\u53f8\u6700\u5927\u7684\u63a8\u52a8\u529b\u3002\u6b64\u5916\uff0c\u6574\u4f53\u6295\u8d44\u7ec4\u5408\u5065\u5eb7\uff0c\u73b0\u91d1\u6d41\u6b63\u5728\u6062\u590d\uff0c\u56e0\u4e3a\u5728\u65b0\u51a0\u80ba\u708e\u75ab\u60c5\u540e\uff0c\u5de5\u4eba\u548c\u5b66\u751f\u5bbf\u820d\u9700\u6c42\u65fa\u76db\u3002\u6b64\u5916\uff0c\u6f5c\u5728\u7684\u8f83\u4f4e\u7684\u518d\u878d\u8d44\u5229\u7387\u548c\u5229\u606f\u8d1f\u62c5\u5c06\u6709\u52a9\u4e8e\u63d0\u9ad8\u76c8\u5229\u80fd\u529b\u3002\n  <\/li><li><strong>\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u52a1\u66f4\u65b0\u3002<\/strong>\u603b\u6536\u5165\u540c\u6bd4\u589e\u957f15%\uff0c\u8fbe\u52305100\u4e07\u65b0\u5143\u3002m23\u7684\u6536\u5165\u540c\u6bd4\u589e\u957f10%\uff0c\u8fbe\u52301.49\u4ebf\u65b0\u5143\u3002\u7279\u5efa\u5de5\u4eba\u516c\u5bd3\u548c\u7279\u5efa\u5b66\u751f\u516c\u5bd3\u7684\u8d22\u52a1\u5165\u4f4f\u7387\u5206\u522b\u4e3a96%\u548c90%\uff0c\u9ad8\u4e8e922\u5e74\u768488%\u548c84%\u3002\u622a\u81f323\u5e74\u7b2c\u4e09\u5b63\u5ea6\uff0c\u8be5\u516c\u53f8\u7ba1\u7406\u7684\u603b\u8d44\u4ea7\u4e3a19\u4ebf\u65b0\u5143\uff0c\u5728\u5168\u740315\u4e2a\u57ce\u5e02\u768434\u4e2a\u7269\u4e1a\u4e2d\u62e5\u670966,607\u4e2a\u8fd0\u8425\u5e8a\u4f4d\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\u6211\u4eec\u5bf9\u57fa\u672c\u9762\u7684\u8bc4\u7ea7\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a0.56\u65b0\u5143\u3002\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb<a href=\"https:\/\/www.kgieworld.sg\/securities\/resources\/ck\/files\/docs\/securities\/CENTURION_2023_INITIATION.pdf\">\u62a5\u544a\u5168\u6587\u3002<\/a>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-306.png\" alt=\"\" class=\"wp-image-35618\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-306.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-306-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1171\" height=\"592\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-307.png\" alt=\"\" class=\"wp-image-35619\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-307.png 1171w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-307-300x152.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-307-1024x518.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-307-768x388.png 768w\" sizes=\"(max-width: 1171px) 100vw, 1171px\" \/><\/figure>\n\n\n\n<h5 class=\"wp-block-heading\">(Source: Bloomberg)<\/h5>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-35584-_n4sgz272mawd\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-308.png\" class=\"wp-image-35620\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-308.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-308-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-35584-_i19wjfhq8o3r\"><\/a><strong>\u4e2d\u56fd\u822a\u6cb9 (CAO SP)\uff1a\u4e2d\u7f8e\u5cf0\u4f1a\u5e26\u6765\u7684\u5229\u597d<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.85\uff0c\u76ee\u6807\u4ef7\uff1a0.92\uff0c\u6b62\u635f\u4ef7\uff1a0.82<\/strong>\n  <\/li><li>\n    \u4e2d\u56fd\u822a\u6cb9\u65b0\u52a0\u5761\u6709\u9650\u516c\u53f8\u5411\u98de\u5f80\u4e2d\u56fd\u673a\u573a\u7684\u56fd\u5185\u5916\u822a\u7a7a\u516c\u53f8\u4f9b\u5e94\u822a\u7a7a\u71c3\u6cb9\u3002\u8be5\u516c\u53f8\u8fd8\u4ea4\u6613\u5176\u4ed6\u77f3\u6cb9\u4ea7\u54c1\uff0c\u5982\u71c3\u6599\u6cb9\u3001\u5929\u7136\u6c14\u3001\u539f\u6cb9\u548c\u77f3\u5316\u4ea7\u54c1\uff0c\u5305\u62ec\u5b9e\u7269\u548c\u7eb8\u9762\u6389\u671f\u4ee5\u53ca\u671f\u8d27\u4ea4\u6613\u3002\n  <\/li><li><strong>\u4e2d\u7f8e\u822a\u7a7a\u65c5\u884c\u7684\u79ef\u6781\u56e0\u7d20\u3002<\/strong>\u4e2d\u7f8e\u4e24\u56fd\u9886\u5bfc\u4eba\u5728\u4e9a\u592a\u7ecf\u5408\u7ec4\u7ec7\u8bba\u575b\u4e0a\u4f1a\u6664\u540e\uff0c\u4e24\u56fd\u4e4b\u95f4\u53d6\u5f97\u4e86\u4e00\u4e9b\u6210\u679c\u3002\u5176\u4e2d\uff0c\u6709\u4e24\u9879\u5bf9\u822a\u7a7a\u8fd0\u8f93\u4e1a\u6709\u5229\u3002\u4e24\u56fd\u540c\u610f\u57282024\u5e74\u521d\u8fdb\u4e00\u6b65\u589e\u52a0\u822a\u7a7a\u65c5\u884c\uff0c\u6269\u5927\u6559\u80b2\u3001\u5b66\u751f\u3001\u9752\u5e74\u3001\u6587\u5316\u3001\u4f53\u80b2\u548c\u5546\u4e1a\u4ea4\u6d41\u3002\u4e0a\u6d77\u4f5c\u4e3a\u4e2d\u56fd\u6700\u5f00\u653e\u7684\u57ce\u5e02\uff0c\u5c06\u8fdb\u4e00\u6b65\u589e\u52a0\u76f4\u98de\u7f8e\u56fd\u7684\u822a\u73ed\u3002\u4e2d\u7f8e\u5173\u7cfb\u7684\u6682\u65f6\u7f13\u548c\u5c06\u6709\u52a9\u4e8e\u4e0a\u6d77\u5916\u56fd\u6e38\u5ba2\u7684\u6062\u590d\u3002\n  <\/li><li><strong>10\u6708\u4efd\u7a7a\u4e2d\u4ea4\u901a\u91cf\u731b\u589e\u3002<\/strong>\u4e0a\u6d77\u6d66\u4e1c\u673a\u573a\u8d77\u964d\u822a\u73ed41,559\u67b6\u6b21\uff0c\u540c\u6bd4\u589e\u957f100.2%\u3002\u5ba2\u8fd0\u91cf540\u4e07\u4eba\u6b21\uff0c\u540c\u6bd4\u589e\u957f231.3%\u3002\u8d27\u8fd0\u91cf\u4e3a308,900\u5428\uff0c\u540c\u6bd4\u589e\u957f8.9%\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6d66\u4e1c\u56fd\u9645\u673a\u573a\u822a\u73ed\u71c3\u6cb9\u9700\u6c42<\/strong>\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-35584-_5ary3gu3hugq\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"2020\" height=\"872\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-309.png\" class=\"wp-image-35621\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-309.png 2020w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-309-300x130.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-309-1024x442.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-309-768x332.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-309-1536x663.png 1536w\" sizes=\"(max-width: 2020px) 100vw, 2020px\" \/><\/strong><\/h3>\n\n\n\n<h5 class=\"wp-block-heading\"><a id=\"post-35584-_z3u9g2jbgg3g\"><\/a>(Source: Bloomberg)<\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>23\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>2023\u5e74\u4e0a\u534a\u5e74\u6536\u5165\u66b4\u8dcc32.4%\uff0c\u81f363\u4ebf\u7f8e\u5143\u3002\u6bdb\u5229\u6da6\u540c\u6bd4\u4e0b\u964d50.6%\u81f31,060\u4e07\u7f8e\u5143\u3002\u603b\u4f9b\u5e94\u91cf\u548c\u4ea4\u6613\u91cf\u540c\u6bd4\u4e0b\u964d16.1%\u81f3950\u4e07\u5428\u3002\u51c0\u5229\u6da6\u4e3a1,940\u4e07\u7f8e\u5143\uff0c\u540c\u6bd4\u4e0b\u964d1.07%\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-310.png\" alt=\"\" class=\"wp-image-35622\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-310.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-310-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1554\" height=\"634\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-311.png\" alt=\"\" class=\"wp-image-35623\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-311.png 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-311-300x122.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-311-1024x418.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-311-768x313.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-311-1536x627.png 1536w\" sizes=\"(max-width: 1554px) 100vw, 1554px\" \/><\/figure>\n\n\n\n<h5 class=\"wp-block-heading\">(Source: Bloomberg)<\/h5>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-35584-_uhzkqhavyvxz\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-312.png\" class=\"wp-image-35624\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-312.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-312-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-35584-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-313.png\" class=\"wp-image-35625\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-313.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-313-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-35584-_34eo5yf8y7pj\"><\/a><a id=\"post-35584-_mxf1rgr4zqr2\"><\/a><strong>\u957f\u57ce\u6c7d\u8f66\u80a1\u4efd\u6709\u9650\u516c\u53f8 (2333 HK)\uff1a\u5728\u9700\u6c42\u4e0d\u786e\u5b9a\u7684\u60c5\u51b5\u4e0b\uff0c\u9500\u91cf\u98d9\u5347<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a11.40\uff0c\u76ee\u6807\u4ef7\uff1a12.40\uff0c\u6b62\u635f\u4ef7\uff1a10.90<\/strong>\n  <\/li><li>\n    \u957f\u57ce\u6c7d\u8f66\u80a1\u4efd\u6709\u9650\u516c\u53f8\u662f\u4e2d\u56fd\u4e00\u5bb6\u8fd0\u52a8\u591a\u529f\u80fd\u8f66\uff08SUV\uff09\u7684\u5236\u9020\u5546\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u4ece\u4e8bSUV\u3001\u8f7f\u8f66\u3001\u76ae\u5361\u548c\u6c7d\u8f66\u76f8\u5173\u96f6\u90e8\u4ef6\u7684\u8bbe\u8ba1\u3001\u7814\u53d1\u3001\u5236\u9020\u3001\u9500\u552e\u548c\u5206\u9500\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u62e5\u6709 \u201cGreat Wall\u201d\u3001\u201cHavel\u201d\u548c\u201cWEY\u201d \u4e09\u4e2a\u54c1\u724c\uff0c\u8be5\u516c\u53f8\u7684\u4ea7\u54c1\u5305\u62ecSUV\u3001\u8f7f\u8f66\u548c\u76ae\u5361\u3002\u8be5\u516c\u53f8\u8fd8\u5236\u9020\u548c\u4f9b\u5e94\u76f8\u5173\u6c7d\u8f66\u96f6\u90e8\u4ef6\u3002\u8be5\u516c\u53f8\u7684\u7eb5\u5411\u4e00\u4f53\u5316\u96f6\u90e8\u4ef6\u751f\u4ea7\u90e8\u95e8\u5236\u9020\u591a\u79cd\u4ea7\u54c1\uff0c\u5305\u62ec\u5f15\u64ce\u3001\u53d8\u901f\u5668\u3001\u5e95\u76d8\u3001\u7535\u5b50\u90e8\u4ef6\u3001\u5185\u5916\u88c5\u9970\u90e8\u4ef6\u548c\u6a21\u5177\u3002\u8be5\u516c\u53f8\u751f\u4ea7Great Wall C50\u548cGreat Wall C30\u7cfb\u5217\u6c7d\u8f66\u3002\u8be5\u516c\u53f8\u7684SUV\u4ea7\u54c1\u5305\u62ecGreat Wall H6\u3001Great Wall H5-E\u548cGreat Wall M4\u3002\u8be5\u516c\u53f8\u7684\u76ae\u5361\u4ea7\u54c1\u5305\u62ecWingle 5\u3001Wingle 6\u548cWingle 5 Upgrade\u3002\n  <\/li><li><strong>\u6c7d\u8f66\u9500\u91cf\u6fc0\u589e\u3002<\/strong>\u957f\u57ce\u6c7d\u8f66\u6700\u8fd1\u516c\u5e03\u4e862023\u5e7410\u6708\u7684\u4ea7\u9500\u91cf\u6570\u636e\uff0c\u8be5\u516c\u53f8\u9500\u552e\u4e86131,308\u8f86\u65b0\u8f66\uff0c\u540c\u6bd4\u589e\u957f31.04%\u30022023\u5e74\u524d10\u4e2a\u6708\uff0c\u6d77\u5916\u9500\u91cf\u8fbe\u5230247,046\u8f86\uff0c\u540c\u6bd4\u589e\u957f86.03%\uff0c\u800c\u957f\u57ce\u6c7d\u8f66\u7684\u65b0\u80fd\u6e90\u6c7d\u8f66\u9500\u91cf\u8fbe\u5230200,897\u8f86\uff0c\u540c\u6bd4\u589e\u957f86.24%\u3002GWM\u57282023\u5e7410\u6708\u521b\u4e0b\u4e86\u6d77\u5916\u5e02\u573a\u548c\u65b0\u80fd\u6e90\u5355\u6708\u9500\u91cf\u7684\u6700\u9ad8\u7eaa\u5f55\u3002\u8fd9\u4e9b\u6570\u636e\u8868\u660e\uff0c\u5c3d\u7ba1\u4eba\u4eec\u62c5\u5fc3\u7535\u52a8\u6c7d\u8f66\u548c\u5176\u4ed6\u6c7d\u8f66\u7684\u9700\u6c42\u653e\u7f13\uff0c\u4f46\u957f\u57ce\u6c7d\u8f66\u7684\u4e1a\u52a1\u4ecd\u5177\u6709\u5f39\u6027\uff0c\u4ecd\u6709\u671b\u6293\u4f4f\u5bf9\u6c7d\u8f66\u7684\u9700\u6c42\u3002\n  <\/li><li><strong>\u4e0e\u6296\u97f3\u5408\u4f5c\u3002<\/strong>\u8be5\u516c\u53f8\u6700\u8fd1\u5ba3\u5e03\u4e0e\u6296\u97f3\u96c6\u56e2\u5408\u4f5c\uff0c\u63a2\u7d22\u5728\u667a\u80fd\u79fb\u52a8\u9886\u57df\u7684\u5408\u4f5c\u3002\u6296\u97f3\u662fTikTok\u7684\u4e2d\u56fd\u540c\u884c\u3002\u8fd9\u4e00\u5408\u4f5c\u5173\u7cfb\u6db5\u76d6\u4e5d\u4e2a\u5173\u952e\u9886\u57df\uff0c\u5305\u62ec\u5927\u6570\u636e\u5229\u7528\u3001\u4e91\u57fa\u7840\u8bbe\u65bd\u5f00\u53d1\u3001\u667a\u80fd\u9a7e\u9a76\u548c\u8f66\u8f7d\u529f\u80fd\u7684\u8fdb\u6b65\u3002\u901a\u8fc7\u5229\u7528\u6296\u97f3\u5e7f\u6cdb\u7684\u7528\u6237\u6570\u636e\uff0c\u957f\u57ce\u6c7d\u8f66\u65e8\u5728\u66f4\u6df1\u5165\u5730\u4e86\u89e3\u5ba2\u6237\u504f\u597d\uff0c\u5e76\u52a0\u5f3a\u5176\u4ea7\u54c1\u5f00\u53d1\u8fc7\u7a0b\u3002\n  <\/li><li><strong>\u5728\u5384\u74dc\u591a\u5c14\u542f\u52a8\u4e86POER\u76ae\u5361\u7684\u751f\u4ea7\u3002<\/strong>\u4f5c\u4e3a\u957f\u57ce\u6c7d\u8f66\u5728\u4e2d\u56fd37\u4e2a\u6708\u9500\u552e1\u4e07\u8f86\u7684\u660e\u661f\u4ea7\u54c1\uff0c\u8be5\u76ae\u5361\u9884\u8ba1\u5c06\u5728\u5384\u74dc\u591a\u5c14\u5e02\u573a\u53d7\u5230\u5e7f\u6cdb\u6b22\u8fce\u3002\u901a\u8fc7\u5728\u5384\u74dc\u591a\u5c14\u672c\u5730\u751f\u4ea7GWM power, GWM\u589e\u5f3a\u4e86\u5176\u8fce\u5408\u5f53\u5730\u504f\u597d\u7684\u80fd\u529b\uff0c\u5e76\u5c55\u793a\u4e86\u5176\u575a\u5b9a\u4e0d\u79fb\u7684\u521b\u65b0\u627f\u8bfa\u548c\u5168\u7403\u5f71\u54cd\u529b\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u3002<\/strong>\u6536\u5165\u589e\u957f\u81f3495.3\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f32.6%\uff0c\u800c\u7b2c22\u8d22\u5e74\u4e09\u5b63\u5ea6\u4e3a373\u4ebf\u5143\u30022023\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u51c0\u5229\u6da6\u4e3a\u4eba\u6c11\u5e0136.3\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f41.9%\uff0c\u800c\u53bb\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e0125.6\u4ebf\u5143\u300223\u5e74\u7b2c\u4e09\u5b63\u5ea6\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4e3a0.42\u5143\u4eba\u6c11\u5e01\uff0c\u800c22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a0.28\u5143\u4eba\u6c11\u5e01\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-314.png\" class=\"wp-image-35626\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-314.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-314-300x64.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=\"1171\" height=\"592\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-315.png\" alt=\"\" class=\"wp-image-35627\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-315.png 1171w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-315-300x152.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-315-1024x518.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-315-768x388.png 768w\" sizes=\"(max-width: 1171px) 100vw, 1171px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-35584-_5ofaqbf8jhf8\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-316.png\" class=\"wp-image-35628\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-316.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-316-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-35584-_vj3crkndscak\"><\/a><a id=\"post-35584-_zh2okzzci1zx\"><\/a><strong>\u65b0\u79c0\u4e3d\u56fd\u9645\u6709\u9650\u516c\u53f8 (1910 HK)\uff1a\u53d7\u76ca\u4e8e\u5e74\u5e95\u7684\u65c5\u6e38\u65fa\u5b63<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a24.0\uff0c\u76ee\u6807\u4ef7\uff1a26.0\uff0c\u6b62\u635f\u4ef7\uff1a23.0<\/strong>\n  <\/li><li>\n    \u65b0\u79c0\u4e3d\u56fd\u9645\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u8bbe\u8ba1\u3001\u5236\u9020\u3001\u91c7\u8d2d\u53ca\u5206\u9500\u884c\u674e\u7bb1\u3001\u5546\u52a1\u5305\u53ca\u7535\u8111\u5305\u3001\u6237\u5916\u5305\u53ca\u4f11\u95f2\u5305\u3001\u65c5\u6e38\u914d\u4ef6\u4ee5\u53ca\u4e2a\u4eba\u7535\u5b50\u8bbe\u5907\u7ea4\u8584\u4fdd\u62a4\u58f3\u4e1a\u52a1\u7684\u9999\u6e2f\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u4e09\u4e2a\u90e8\u95e8\u8fd0\u8425\u4e1a\u52a1\u3002\u65c5\u884c\u5305\u90e8\u95e8\u4e3b\u8981\u4ece\u4e8b\u7ecf\u8425\u4e09\u7c7b\u884c\u674e\u7bb1\u53ca\u62c9\u6746\u7bb1\u4e1a\u52a1\uff0c\u5305\u62ec\u786c\u8d28\u3001\u8f6f\u8d28\u548c\u6df7\u5408\u5f0f\u3002\u4f11\u95f2\u5305\u90e8\u95e8\u4e3b\u8981\u4ece\u4e8b\u7ecf\u8425\u65e5\u5e38\u751f\u6d3b\u7528\u54c1\u4e1a\u52a1\uff0c\u5305\u62ec\u4e0d\u540c\u6b3e\u5f0f\u7684\u80cc\u5305\u3001\u5973\u58eb\u53ca\u7537\u58eb\u80a9\u5305\u53ca\u53ef\u62d6\u62c9\u7684\u884c\u674e\u5305\u3002\u5546\u52a1\u5305\u90e8\u95e8\u4ece\u4e8b\u7ecf\u8425\u5546\u52a1\u7528\u9014\u4ea7\u54c1\u4e1a\u52a1\uff0c\u5305\u62ec\u62d6\u62c9\u5f0f\u79fb\u52a8\u529e\u516c\u7528\u884c\u674e\u7bb1\u3001\u624b\u63d0\u516c\u6587\u5305\u548c\u7535\u8111\u5305\u3002\n  <\/li><li><strong>\u63a8\u51faBoss X\u65b0\u79c0\u4e3d\u7cfb\u5217\u3002<\/strong>\u65b0\u79c0\u4e3d(Samsonite)\u6700\u8fd1\u4e0e\u96e8\u679c\u535a\u65af(Hugo Boss)\u63a8\u51fa\u4e86\u4e00\u6b3e\u72ec\u5bb6\u94dd\u5236\u80f6\u56ca\u7cfb\u5217\uff0c\u8be5\u7cfb\u5217\u4ee5\u673a\u8231\u3001\u767b\u673a\u884c\u674e\u7bb1\u548c\u884c\u674e\u7bb1\u4e3a\u7279\u8272\uff0c\u5f15\u5165\u4e86\u4e00\u79cd\u65b0\u7684\u65f6\u5c1a\u65c5\u884c\u65b9\u5f0f\u3002\u8be5\u7cfb\u5217\u65e8\u5728\u4ee5\u72ec\u7279\u7684\u65b9\u5f0f\u5c55\u793a\u5bf9\u4f18\u8d28\uff0c\u521b\u65b0\u548c\u6c38\u6052\u8bbe\u8ba1\u7684\u5171\u540c\u70ed\u60c5\uff0c\u5e76\u5c06\u5438\u5f15\u90a3\u4e9b\u70ed\u7231\u65c5\u884c\u548c\u63a2\u7d22\u4f46\u62d2\u7edd\u5728\u98ce\u683c\u4e0a\u59a5\u534f\u7684\u6d88\u8d39\u8005\u3002Hugo Boss\u548c\u65b0\u79c0\u4e3d\u5546\u5e97\u63a8\u51fa\u7684\u7b2c\u4e00\u6279\u4ea7\u54c1\u5df2\u7ecf\u552e\u7f44\uff0c\u4f46\u6d88\u8d39\u8005\u53ef\u4ee5\u671f\u5f85\u5f88\u5feb\u4f1a\u6709\u66f4\u591a\u6709\u9650\u7684\u5e93\u5b58\u3002\u8fd9\u79cd\u5408\u4f5c\u5173\u7cfb\u6709\u52a9\u4e8e\u95f4\u63a5\u63a8\u5e7f\u65b0\u79c0\u4e3d\u7684\u54c1\u724c\u540d\u79f0\uff0c\u5e76\u5c55\u793a\u4e86\u65b0\u79c0\u4e3d\u7bb1\u5305\u80fd\u591f\u63d0\u4f9b\u7ed9\u6d88\u8d39\u8005\u7684\u4f18\u8d28\u54c1\u8d28\u3002\n  <\/li><li><strong>\u8d8a\u6765\u8d8a\u591a\u7684\u822a\u73ed\u663e\u793a\u51fa\u5f3a\u52b2\u7684\u65c5\u6e38\u9700\u6c42\u3002<\/strong>\u5168\u7403\u51e0\u5bb6\u822a\u7a7a\u516c\u53f8\u5df2\u7ecf\u5ba3\u5e03\u8ba1\u5212\u5728\u5373\u5c06\u5230\u6765\u7684\u51ac\u5b63\u65c5\u884c\u5b63\u8282\u589e\u52a0\u5168\u7403\u822a\u73ed\u6570\u91cf\u3002\u636e\u4e2d\u56fd\u6c11\u822a\u5c40\u79f0\uff0c\u4e2d\u56fd\u822a\u7a7a\u516c\u53f8\u7684\u51ac\u6625\u5b9a\u671f\u822a\u73ed\u4e5f\u6709\u6240\u589e\u52a0\uff0c\u5728\u5373\u5c06\u5230\u6765\u7684\u51ac\u6625\u5b63\u8282\uff0c\u6bcf\u5468\u5b89\u6392\u56fd\u5185\u8d27\u8fd0\u548c\u5ba2\u8fd0\u822a\u73ed96651\u67b6\u6b21\uff0c\u6bd42019-2020\u5e74\u540c\u671f\u589e\u957f33.95%\u3002\u636e\u6c11\u822a\u5c40\u79f0\uff0c\u4ece10\u670829\u65e5\u5230\u660e\u5e743\u670830\u65e5\uff0c516\u6761\u65b0\u7684\u56fd\u5185\u822a\u7ebf\u4e5f\u5c06\u5f00\u901a\uff0c\u6bcf\u5468\u63d0\u4f9b7202\u4e2a\u822a\u73ed\u3002\u5728\u56fd\u9645\u822a\u73ed\u65b9\u9762\uff0c150\u5bb6\u56fd\u5185\u5916\u822a\u7a7a\u516c\u53f8\u8ba1\u5212\u6bcf\u5468\u5b89\u639216680\u4e2a\u822a\u73ed\uff0c\u5230\u8fbe68\u4e2a\u56fd\u5916\u3002\u7f8e\u56fd\u8fd0\u8f93\u90e8\u5ba3\u5e03\uff0c\u4ece11\u67089\u65e5\u8d77\uff0c\u4e2d\u7f8e\u4e4b\u95f4\u7684\u822a\u73ed\u5c06\u4ece\u76ee\u524d\u7684\u6bcf\u546848\u73ed\u589e\u52a0\u5230\u6bcf\u546870\u73ed\u3002\u5728\u65b0\u51a0\u75ab\u60c5\u524d\uff0c\u4e24\u56fd\u4e4b\u95f4\u7684\u5e73\u5747\u822a\u73ed\u6570\u91cf\u4e3a\u6bcf\u5468340\u67b6\u6b21\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u3002<\/strong>\u51c0\u9500\u552e\u989d\u589e\u957f\u81f39.577\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f21.1%\uff0c\u800c\u7b2c\u4e09\u5b63\u5ea6\u4e3a7.990\u4ebf\u7f8e\u5143\u3002\u51c0\u5229\u6da6\u572823\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e0a\u5347\u81f31.232\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f88.3%\uff0c\u800c22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a6540\u4e07\u7f8e\u5143\u300223\u5e74\u7b2c\u4e09\u5b63\u5ea6\u8c03\u6574\u540e\u7684\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4e3a0.087\u7f8e\u5143\uff0c\u800c22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a0.045\u7f8e\u5143\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-317.png\" class=\"wp-image-35629\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-317.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-317-300x64.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=\"1105\" height=\"592\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-318.png\" alt=\"\" class=\"wp-image-35630\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-318.png 1105w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-318-300x161.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-318-1024x549.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-318-768x411.png 768w\" sizes=\"(max-width: 1105px) 100vw, 1105px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-35584-_v0tgrq7sbyi8\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-319.png\" class=\"wp-image-35631\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-319.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-319-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-35584-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-320.png\" class=\"wp-image-35632\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-320.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-320-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-320-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-35584-_d29khlbf2k6d\"><\/a><a id=\"post-35584-_u2xm6pxaak0m\"><\/a><strong>\u8d85\u5fae\u7535\u8111 (SMCI US)\uff1a\u6784\u5efa\u66f4\u591a\u9ad8\u5904\u7406\u80fd\u529b\u7684\u670d\u52a1\u5668<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a283\uff0c\u76ee\u6807\u4ef7\uff1a315\uff0c\u6b62\u635f\u4ef7\uff1a267<\/strong>\n  <\/li><li>\n    \u8d85\u5fae\u7535\u8111\u516c\u53f8\u8bbe\u8ba1\u3001\u5f00\u53d1\u3001\u5236\u9020\u548c\u9500\u552e\u57fa\u4e8e\u6a21\u5757\u5316\u548c\u5f00\u653e\u6807\u51c6\u67b6\u6784\u7684\u670d\u52a1\u5668\u89e3\u51b3\u65b9\u6848\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u670d\u52a1\u5668\uff0c\u4e3b\u677f\uff0c\u673a\u7bb1\u548c\u914d\u4ef6\u3002\u8d85\u7ea7\u5fae\u578b\u8ba1\u7b97\u673a\u516c\u53f8\u7684\u4ea7\u54c1\u9500\u5f80\u4e16\u754c\u5404\u5730\u3002\n  <\/li><li><strong>\u79ef\u6781\u4e1a\u7ee9\u3002<\/strong>\u5c3d\u7ba1\u5728\u4eba\u5de5\u667a\u80fdGPU\u548c\u7ec4\u4ef6\u4f9b\u5e94\u65b9\u9762\u9762\u4e34\u6311\u6218\uff0c\u4f46\u8be5\u516c\u53f8\u572824\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u7684\u6536\u5165\u8d85\u51fa\u4e86\u9884\u671f\u3002\u589e\u957f\u4e3b\u8981\u662f\u7531\u9886\u5148\u7684\u4eba\u5de5\u667a\u80fd\u5e73\u53f0\u9700\u6c42\u9a71\u52a8\u7684\uff0c\u7279\u522b\u662fllm\u4f18\u5316\u7684NVIDIA HGX-H100\u89e3\u51b3\u65b9\u6848\u3002\u8be5\u516c\u53f8\u6b63\u5728\u89e3\u51b3\u5bf9\u6db2\u4f53\u51b7\u5374\u89e3\u51b3\u65b9\u6848\u65e5\u76ca\u589e\u957f\u7684\u9700\u6c42\uff0c\u4ee5\u89e3\u51b3\u80fd\u6e90\u6210\u672c\u548c\u70ed\u6311\u6218\u3002\u5c3d\u7ba1\u96f6\u90e8\u4ef6\u77ed\u7f3a\uff0c\u5176\u51c0\u6536\u5165\u4ecd\u540c\u6bd4\u589e\u957f14%\u3002\u8be5\u516c\u53f8\u9884\u8ba1\u57282024\u8d22\u5e74\u5c06\u7ee7\u7eed\u589e\u957f\uff0c\u7279\u522b\u662f\u5728\u4eba\u5de5\u667a\u80fd\u76f8\u5173\u5e73\u53f0\u65b9\u9762\u3002\u4ed6\u5f3a\u8c03\u4e86\u4eba\u5de5\u667a\u80fd\u6280\u672f\u5728\u5404\u4e2a\u884c\u4e1a\u7684\u91cd\u8981\u6027\uff0c\u4ee5\u53ca\u516c\u53f8\u5bf9\u7eff\u8272\u8ba1\u7b97\u7684\u5173\u6ce8\u3002\u5f3a\u52b2\u7684\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u8bc1\u660e\u4e86\u8be5\u516c\u53f8\u5728\u5e02\u573a\u4e0a\u7684\u9886\u5bfc\u5730\u4f4d\uff0c\u5e76\u8ba1\u5212\u5728\u672a\u6765\u51e0\u4e2a\u5b63\u5ea6\u8fdb\u884c\u6269\u5f20\u548c\u4ea7\u54c1\u5f00\u53d1\u3002\n  <\/li><li><strong>\u6682\u505c\u52a0\u606f\u9884\u671f\u3002<\/strong>\u6700\u8fd1\u4f4e\u4e8e\u9884\u671f\u7684\u6d88\u8d39\u8005\u4ef7\u683c\u6307\u6570\u6570\u636e\u663e\u793a\u9700\u6c42\u653e\u7f13\uff0c\u5f15\u53d1\u4e86\u6295\u8d44\u8005\u7684\u4e50\u89c2\u60c5\u7eea\u3002\u534a\u5bfc\u4f53\u548c\u4eba\u5de5\u667a\u80fd\u786c\u4ef6\u884c\u4e1a\u4ee5\u5176\u5468\u671f\u6027\u800c\u95fb\u540d\uff0c\u5982\u679c\u7ecf\u6d4e\u8870\u9000\u5f97\u4ee5\u907f\u514d\uff0c\u5b83\u4eec\u5c06\u4ece\u901a\u80c0\u7f13\u89e3\u548c\u5229\u7387\u964d\u4f4e\u7684\u524d\u666f\u4e2d\u83b7\u76ca\u3002\u7f8e\u8054\u50a8\u5373\u5c06\u7ed3\u675f\u52a0\u606f\u7684\u5e0c\u671b\uff0c\u4ee5\u53ca\u5927\u591a\u6570\u4ea4\u6613\u5458\u9884\u8ba1\u4ece2024\u5e745\u6708\u5f00\u59cb\u964d\u606f\uff0c\u63a8\u52a8\u4e86\u6709\u5229\u7684\u5e02\u573a\u6761\u4ef6\uff0c\u4e3a\u8d85\u5fae\u7535\u8111\u8fd9\u6837\u7684\u516c\u53f8\u521b\u9020\u4e86\u6709\u5229\u7684\u73af\u5883\u3002\u8fd9\u5c06\u4f7f\u516c\u53f8\u80fd\u591f\u4ee5\u8f83\u4f4e\u7684\u5229\u7387\u7b79\u96c6\u8d44\u91d1\uff0c\u4ece\u800c\u6709\u52a9\u4e8e\u589e\u52a0\u5176\u4eba\u5de5\u667a\u80fd\u786c\u4ef6\u7b49\u6295\u8d44\u7684\u9500\u552e\u989d\u3002\u6b64\u5916\uff0c\u7531\u4e8e\u8d44\u91d1\u6210\u672c\u8f83\u4f4e\uff0c\u4f01\u4e1a\u5c06\u66f4\u613f\u610f\u6295\u8d44\u4eba\u5de5\u667a\u80fd\u6280\u672f\uff0c\u8fd9\u5c06\u6709\u52a9\u4e8e\u589e\u52a0\u8be5\u884c\u4e1a\u7684\u9500\u552e\u989d\u3002\u4f4e\u5229\u7387\u73af\u5883\u3001\u4f4e\u901a\u80c0\u548c\u79d1\u6280\u884c\u4e1a\u5468\u671f\u6027\u4e4b\u95f4\u7684\u534f\u540c\u4f5c\u7528\uff0c\u4e0e\u534a\u5bfc\u4f53\u548c\u4eba\u5de5\u667a\u80fd\u786c\u4ef6\u884c\u4e1a\u7684\u79ef\u6781\u524d\u666f\u975e\u5e38\u543b\u5408\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u3002<\/strong>\u6536\u5165\u589e\u81f321.2\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f14.6%\uff0c\u8d85\u51fa\u9884\u671f6,000\u4e07\u7f8e\u5143\u3002Non-GAAP\u80a1\u6536\u76ca\u4e3a3.43\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.18\u7f8e\u5143\u3002\u9884\u8ba1\u7b2c\u4e8c\u5b63\u5ea6\u51c0\u9500\u552e\u989d\u4e3a27\u4ebf\u81f329\u4ebf\u7f8e\u5143\u3002\u5c06\u5168\u5e74\u51c0\u9500\u552e\u9884\u671f\u4ece100\u4ebf\u7f8e\u5143\u4e0a\u8c03\u81f3110\u4ebf\u7f8e\u5143\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-321.png\" alt=\"\" class=\"wp-image-35633\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-321.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-321-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1554\" height=\"634\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-322.png\" alt=\"\" class=\"wp-image-35634\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-322.png 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-322-300x122.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-322-1024x418.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-322-768x313.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-322-1536x627.png 1536w\" sizes=\"(max-width: 1554px) 100vw, 1554px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-35584-_i97spf5o8m4c\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-323.png\" class=\"wp-image-35635\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-323.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-323-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-323-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-35584-_np1267ux7e30\"><\/a><a id=\"post-35584-_fsvmmahzn5yc\"><\/a><strong>\u7b2c\u4e00\u592a\u9633\u80fd (FSLR US)\uff1a\u662f\u65f6\u5019\u95ea\u8000\u4e86<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a150\uff0c\u76ee\u6807\u4ef7\uff1a170\uff0c\u6b62\u635f\u4ef7\uff1a143<\/strong>\n  <\/li><li>\n    \u7b2c\u4e00\u592a\u9633\u80fd\u516c\u53f8\u8bbe\u8ba1\u548c\u5236\u9020\u592a\u9633\u80fd\u7ec4\u4ef6\u3002\u8be5\u516c\u53f8\u91c7\u7528\u8584\u819c\u534a\u5bfc\u4f53\u6280\u672f\u5236\u9020\u53d1\u7535\u592a\u9633\u80fd\u7ec4\u4ef6\u3002\n  <\/li><li><strong>\u4e2d\u56fd\u548c\u7f8e\u56fd\u8fbe\u6210\u534f\u8bae\u3002<\/strong>\u7f8e\u56fd\u548c\u4e2d\u56fd\u6700\u8fd1\u627f\u8bfa\u5171\u540c\u5e94\u5bf9\u5168\u7403\u53d8\u6696\uff0c\u589e\u52a0\u98ce\u80fd\u3001\u592a\u9633\u80fd\u548c\u5176\u4ed6\u53ef\u518d\u751f\u80fd\u6e90\uff0c\u4ee5\u53d6\u4ee3\u5316\u77f3\u71c3\u6599\uff0c\u8fd9\u5bf9\u5168\u7403\u6c14\u5019\u53d8\u5316\u5177\u6709\u91cd\u5927\u5f71\u54cd\u3002\u4f5c\u4e3a\u6e29\u5ba4\u6c14\u4f53\u7684\u4e3b\u8981\u6392\u653e\u56fd\uff0c\u4e24\u56fd\u7684\u5171\u540c\u52aa\u529b\u5bf9\u5b9e\u73b0\u5168\u7403\u51cf\u6392\u76ee\u6807\u3001\u904f\u5236\u5168\u7403\u5e73\u5747\u6c14\u6e29\u4e0a\u5347\u81f3\u5173\u91cd\u8981\u3002\u88ab\u79f0\u4e3a\u201c\u9633\u5149\u4e4b\u4e61\u58f0\u660e\u201d\u7684\u4e2d\u7f8e\u6c14\u5019\u534f\u8bae\u5f3a\u8c03\u4e86\u5b9e\u9645\u53ef\u884c\u7684\u63aa\u65bd\uff0c\u627f\u8ba4\u4e86\u5f53\u524d\u7684\u653f\u6cbb\u80cc\u666f\u3002\u4e2d\u56fd\u627f\u8bfa\u4e3a\u5305\u62ec\u7532\u70f7\u5728\u5185\u7684\u6240\u6709\u6e29\u5ba4\u6c14\u4f53\u8bbe\u5b9a\u76ee\u6807\uff0c\u8fd9\u662f\u4e00\u4e2a\u503c\u5f97\u6ce8\u610f\u7684\u65b9\u9762\u3002\u968f\u7740COP28\u7684\u4e34\u8fd1\uff0c\u8fd9\u9879\u534f\u8bae\u662f\u53ca\u65f6\u800c\u5173\u952e\u7684\uff0c\u5c3d\u7ba1\u6311\u6218\u4f9d\u7136\u5b58\u5728\uff0c\u7279\u522b\u662f\u5728\u89e3\u51b3\u5316\u77f3\u71c3\u6599\u6dd8\u6c70\u7b49\u95ee\u9898\u4e0a\uff0c\u9700\u8981\u6301\u7eed\u7684\u653f\u6cbb\u52aa\u529b\u3002\n  <\/li><li><strong>COP28\u3002<\/strong>\u8054\u5408\u56fdCOP28\u6c14\u5019\u5cf0\u4f1a\u5c06\u4e8e\u4eca\u5e7411\u670830\u65e5\u81f312\u670812\u65e5\u5728\u963f\u62c9\u4f2f\u8054\u5408\u914b\u957f\u56fd\u8fea\u62dc\u4e3e\u884c\uff0c\u6765\u81ea\u8fd1200\u4e2a\u56fd\u5bb6\u7684\u4ee3\u8868\u5c06\u53c2\u52a0\u3002\u6b27\u76df\u5ba3\u5e03\u627f\u8bfa\u5411\u4e00\u4e2a\u5f00\u521b\u6027\u7684\u56fd\u9645\u57fa\u91d1\u63d0\u4f9b\u201c\u5927\u91cf\u201d\u8d22\u653f\u6350\u52a9\uff0c\u4ee5\u5e94\u5bf9\u4e0e\u6c14\u5019\u53d8\u5316\u6709\u5173\u7684\u635f\u5931\u548c\u635f\u5bb3\u3002\u8be5\u57fa\u91d1\u88ab\u79f0\u4e3a\u6c14\u5019\u201c\u635f\u5931\u4e0e\u635f\u5bb3\u201d\u57fa\u91d1\uff0c\u9884\u8ba1\u5c06\u5728COP28\u6c14\u5019\u5cf0\u4f1a\u671f\u95f4\u542f\u52a8\u3002\u6b27\u76df\u6b64\u4e3e\u65e8\u5728\u63a8\u52a8\u7b2c28\u5c4a\u8054\u5408\u56fd\u6c14\u5019\u53d8\u5316\u5927\u4f1a\u5728\u6c14\u5019\u878d\u8d44\u65b9\u9762\u7684\u8ba8\u8bba\u53d6\u5f97\u8fdb\u5c55\uff0c\u4f1a\u4e0a\u5c06\u8ba8\u8bba\u9010\u6b65\u6dd8\u6c70\u5316\u77f3\u71c3\u6599\u548c\u51cf\u6392\u63aa\u65bd\u7b49\u95ee\u9898\u3002\u6b27\u76df\u8fd8\u8ba1\u5212\u5728COP28\u4e0a\u63d0\u4f9b\u8d44\u91d1\uff0c\u652f\u6301\u5404\u56fd\u5b9e\u73b0\u52302030\u5e74\u5c06\u5168\u7403\u53ef\u518d\u751f\u80fd\u6e90\u4ea7\u80fd\u589e\u52a0\u4e24\u500d\u7684\u76ee\u6807\u3002\u6b27\u76df\u8d22\u653f\u6350\u52a9\u7684\u89c4\u6a21\u6ca1\u6709\u5177\u4f53\u8bf4\u660e\u3002\n  <\/li><li><strong>\u6a21\u5757\u7684\u589e\u957f\u3002<\/strong>\u7b2c\u4e00\u592a\u9633\u80fd\u6700\u8fd1\u7b7e\u7f72\u4e86\u4e00\u9879\u534f\u8bae\uff0c\u5411\u516c\u7528\u4e8b\u4e1a\u89c4\u6a21\u7684\u53ef\u518d\u751f\u80fd\u6e90\u5f00\u53d1\u5546Swift Current Energy\u63d0\u4f9b500\u5409\u74e6\u7684\u8584\u819c\u7ec4\u4ef6\u3002\u8fd9\u4e9b\u7ec4\u4ef6\u662f\u7b2c\u4e00\u592a\u9633\u80fd\u516c\u53f8CdTe\u7cfb\u52177\u7684\u4e00\u90e8\u5206\uff0c\u5c06\u57282027\u5e74\u81f32028\u5e74\u4e4b\u95f4\u4ea4\u4ed8\u3002Swift Current Energy\u5df2\u7ecf\u5728\u4e4b\u524d\u7684\u534f\u8bae\u4e2d\u8ba2\u8d2d\u4e862\u5409\u74e6\u548c1.2\u5409\u74e6\uff0c\u65e8\u5728\u589e\u5f3a\u5176\u4ef7\u503c\u94fe\u5e76\u652f\u6301\u56fd\u5185\u5236\u9020\u4e1a\u3002\u7b2c\u4e00\u592a\u9633\u80fd\u62a5\u544a\u79f0\uff0c\u7b2c\u4e09\u5b63\u5ea6\u7ec4\u4ef6\u4ea7\u91cf\u589e\u957f14%\uff0c\u8fbe\u5230\u521b\u7eaa\u5f55\u76843.2\u5409\u74e6\uff0c\u5e76\u83b7\u5f976.8\u5409\u74e6\u7684\u51c0\u8ba2\u5355\uff0c\u4f7f\u5168\u5e74\u603b\u4ea7\u91cf\u8fbe\u523027.8\u5409\u74e6\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u3002<\/strong>\u6536\u5165\u589e\u81f38.0109\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f27.4%\uff0c\u4f4e\u4e8e\u9884\u671f9,125\u4e07\u7f8e\u5143\u3002GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a2.50\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.46\u7f8e\u5143\u3002\u7ef4\u6301\u5168\u5e74\u8425\u6536\u6307\u5f15\uff0c\u5e76\u5c06\u6bcf\u80a1\u76c8\u5229\u6307\u5f15\u7684\u4e2d\u70b9\u4e0a\u8c03\u81f37.60\u7f8e\u5143\u3002\u9884\u8ba123\u8d22\u5e74\u51c0\u9500\u552e\u989d\u4e3a34\u4ebf\u81f336\u4ebf\u7f8e\u5143\uff0c\u800c\u5e02\u573a\u9884\u671f\u4e3a35\u4ebf\u7f8e\u5143\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-324.png\" alt=\"\" class=\"wp-image-35636\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-324.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-324-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1554\" height=\"634\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-325.png\" alt=\"\" class=\"wp-image-35637\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-325.png 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-325-300x122.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-325-1024x418.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-325-768x313.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-325-1536x627.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<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\">^ Back To Top<\/a> <\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-35584-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-326.png\" class=\"wp-image-35638\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-326.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-326-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/h3>\n\n\n\n<figure class=\"wp-block-image\" id=\"td\"><img loading=\"lazy\" decoding=\"async\" width=\"618\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-327.png\" alt=\"\" class=\"wp-image-35639\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-327.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-327-300x62.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 Lenovo (992 HK) at HK$10.0. Add China Aviation Oil (CAO SP) at S$0.85 and Samsonite International (1910 HK) at HK$24.0\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\/word-image-328.png\" alt=\"\" class=\"wp-image-35640\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-328.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-328-300x157.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-328-768x402.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. S&#038;P 500 ends Friday slightly higher, major averages cruise to third week of gains: Live updates 2. US Dollar steady at 104 as Fed speakers turn less cheerfull on recent inflation dive 3. US, China commerce ministers pledge to further talks in [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":14212,"comment_status":"closed","ping_status":"open","sticky":true,"template":"","format":"standard","meta":{"_eb_attr":"","_uag_custom_page_level_css":"","footnotes":""},"categories":[13],"tags":[],"class_list":["post-35584","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-kgi-daily-trading-ideas-chinese"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.8 - aioseo.com -->\n\t<meta name=\"description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Take profit on Lenovo (992 HK) at HK$10.0. Add China Aviation Oil (CAO SP) at S$0.85 and Samsonite International (1910 HK)\" \/>\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-20-nov-2023-zh\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO (AIOSEO) 4.9.8\" \/>\n\t\t<meta property=\"og:locale\" content=\"en_US\" \/>\n\t\t<meta property=\"og:site_name\" content=\"KGI Singapore Research \u2022 Singapore&#039;s leading broker offering Futures, FX, Equities and Wealth Management.\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"2023\u5e7411\u670820\u65e5: \u80dc\u6377\u4f01\u4e1a (CENT SP),\u957f\u57ce\u6c7d\u8f66\u80a1\u4efd\u6709\u9650\u516c\u53f8 (2333 HK), \u8d85\u5fae\u7535\u8111 (SMCI US) \u2022 KGI Singapore Research\" \/>\n\t\t<meta property=\"og:description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Take profit on Lenovo (992 HK) at HK$10.0. Add China Aviation Oil (CAO SP) at S$0.85 and Samsonite International (1910 HK)\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-20-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=\"2023-11-19T23:22:00+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2023-11-20T02:51:15+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2023\u5e7411\u670820\u65e5: \u80dc\u6377\u4f01\u4e1a (CENT SP),\u957f\u57ce\u6c7d\u8f66\u80a1\u4efd\u6709\u9650\u516c\u53f8 (2333 HK), \u8d85\u5fae\u7535\u8111 (SMCI US) \u2022 KGI Singapore Research\" \/>\n\t\t<meta name=\"twitter:description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Take profit on Lenovo (992 HK) at HK$10.0. Add China Aviation Oil (CAO SP) at S$0.85 and Samsonite International (1910 HK)\" \/>\n\t\t<meta name=\"twitter:image\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<script type=\"application\/ld+json\" class=\"aioseo-schema\">\n\t\t\t{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"BlogPosting\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-20-nov-2023-zh\\\/#blogposting\",\"name\":\"2023\\u5e7411\\u670820\\u65e5: \\u80dc\\u6377\\u4f01\\u4e1a (CENT SP),\\u957f\\u57ce\\u6c7d\\u8f66\\u80a1\\u4efd\\u6709\\u9650\\u516c\\u53f8 (2333 HK), \\u8d85\\u5fae\\u7535\\u8111 (SMCI US) \\u2022 KGI Singapore Research\",\"headline\":\"2023\\u5e7411\\u670820\\u65e5: \\u80dc\\u6377\\u4f01\\u4e1a (CENT SP),\\u957f\\u57ce\\u6c7d\\u8f66\\u80a1\\u4efd\\u6709\\u9650\\u516c\\u53f8 (2333 HK), \\u8d85\\u5fae\\u7535\\u8111 (SMCI 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