{"id":35854,"date":"2023-11-27T07:54:00","date_gmt":"2023-11-26T23:54:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=35854"},"modified":"2023-11-27T10:31:31","modified_gmt":"2023-11-27T02:31:31","slug":"kgi-daily-trading-ideas-27-nov-2023-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-27-nov-2023-zh\/","title":{"rendered":"2023\u5e7411\u670827\u65e5: \u7802\u4e4b\u8239\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258 (SASSR SP), \u643a\u7a0b (9961 HK), \u5948\u98de (NFLX 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-35854-_fginbsn8cd1z\"><\/a><a id=\"post-35854-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1210\" height=\"537\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-438.png\" alt=\"\" class=\"wp-image-35895\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-438.png 1210w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-438-300x133.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-438-1024x454.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-438-768x341.png 768w\" sizes=\"(max-width: 1210px) 100vw, 1210px\" \/><\/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.cnbc.com\/2023\/11\/24\/stock-market-today-live-updates.html\">Dow closes 100 points higher Friday as major averages rise for a 4th straight week<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/us-business-activity-steady-november-sp-global-survey\">US business activity steady in November: S&P Global survey<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.reuters.com\/sustainability\/sustainable-finance-reporting\/bidens-clean-energy-agenda-faces-mounting-headwinds-2023-11-24\/\">Biden\u2019s clean energy agenda faces mounting headwinds<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.reuters.com\/business\/energy\/brent-climbs-ahead-opec-oil-production-decision-2023-11-24\/\">Oil settles lower but notches weekly gain ahead of OPEC+ decision<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.cnbc.com\/2023\/11\/24\/bitcoin-rises-to-new-high-for-the-year-friday-above-38000.html\">Bitcoin rises to new high for the year Friday above $38,000<\/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-439.png\" alt=\"\" class=\"wp-image-35896\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-439.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-439-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-35854-_qqv3rtx8nazp\"><\/a><a id=\"post-35854-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1145\" height=\"566\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-440.png\" alt=\"\" class=\"wp-image-35898\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-440.png 1145w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-440-300x148.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-440-1024x506.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-440-768x380.png 768w\" sizes=\"(max-width: 1145px) 100vw, 1145px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><p><strong>News Feed<\/strong>\n<\/p><\/td><\/tr><tr><td><p>\n  1. <a href=\"https:\/\/www.channelnewsasia.com\/asia\/china-respiratory-illness-no-unusual-novel-pathogens-beijing-3941411\">China reports no \u2018unusual or novel pathogens\u2019 in respiratory illnesses upsurge<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/global\/chinas-property-market-meltdown-picture-so-far\">China\u2019s property market meltdown: The picture so far<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.channelnewsasia.com\/business\/volkswagen-launch-china-specific-entry-level-electric-platform-3943571\">Volkswagen to launch China-specific entry level electric platform<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.scmp.com\/news\/china\/diplomacy\/article\/3242684\/foreign-ministers-china-japan-and-south-korea-will-meet-sunday-first-time-4-years-seoul-confirms\">Foreign ministers of China, Japan and South Korea to meet on Sunday for first time in 4 years, Seoul confirms<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.reuters.com\/world\/china\/china-wealth-manager-zhongzhi-flags-insolvency-liabilities-64-bln-2023-11-23\/\">China wealth manager Zhongzhi flags insolvency, $64 billion in liabilities<\/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-441.png\" alt=\"\" class=\"wp-image-35900\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-441.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-441-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-35854-_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-442.png\" class=\"wp-image-35901\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-442.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-442-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-35854-_lwl7fogol3lv\"><\/a><a id=\"post-35854-_5e35nfxjmx81\"><\/a><strong>\u7802\u4e4b\u8239\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258 (SASSR SP)\uff1a\u4eba\u6c11\u5e01\u8d70\u5f3a<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.69\uff0c\u76ee\u6807\u4ef7\uff1a0.75\uff0c\u6b62\u635f\u4ef7\uff1a0.66<\/strong>\n  <\/li><li>\n    \u7802\u4e4b\u8239\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u662f\u4e00\u5bb6\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u516c\u53f8\u3002\u516c\u53f8\u6295\u8d44\u4e8e\u591a\u5143\u5316\u7684\u96f6\u552e\u623f\u5730\u4ea7\u8d44\u4ea7\u7ec4\u5408\u3002Sasseur\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u670d\u52a1\u4e8e\u4e9a\u6d32\u5ba2\u6237\u3002\n  <\/li><li><strong>\u4eba\u6c11\u5e01\u5151\u65b0\u5143\u8d70\u5f3a\u3002<\/strong>\u6700\u8fd1\uff0c\u4e2d\u56fd\u653f\u5e9c\u91c7\u53d6\u4e86\u66f4\u79ef\u6781\u7684\u63aa\u65bd\u6765\u652f\u6301\u7ecf\u6d4e\uff0c\u6bd4\u5982\u964d\u4f4e\u5229\u7387\uff0c\u964d\u4f4e\u94f6\u884c\u5b58\u6b3e\u51c6\u5907\u91d1\u7387\uff0c\u589e\u52a0\u57fa\u7840\u8bbe\u65bd\u652f\u51fa\u3002\u8fd9\u4e9b\u63aa\u65bd\u5e2e\u52a9\u63d0\u632f\u4e86\u6700\u8fd1\u51e0\u4e2a\u5b63\u5ea6\u7684\u7ecf\u6d4e\u589e\u957f\uff0c\u5e76\u53ef\u80fd\u5e2e\u52a9\u75b2\u5f31\u7684\u4eba\u6c11\u5e01\u5151\u65b0\u52a0\u5761\u5143\u7ee7\u7eed\u8d70\u5f3a\u3002\u5916\u6c47\u53d8\u5316\u5bf9\u7802\u4e4b\u8239\u7684\u4e1a\u7ee9\u548c\u80a1\u606f\u6709\u91cd\u8981\u5f71\u54cd\uff0c\u56e0\u4e3a\u4eba\u6c11\u5e01\u662f\u8fd0\u8425\u8d27\u5e01\uff0c\u65b0\u52a0\u5761\u5143\u662f\u62a5\u544a\u8d27\u5e01\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u65b0\u5143\u5bf9\u4eba\u6c11\u5e01\u8d70\u52bf<\/strong>\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1211\" height=\"591\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-443.png\" alt=\"\" class=\"wp-image-35902\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-443.png 1211w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-443-300x146.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-443-1024x500.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-443-768x375.png 768w\" sizes=\"(max-width: 1211px) 100vw, 1211px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e2d\u56fd\u96f6\u552e\u5e02\u573a\u590d\u82cf\u3002<\/strong>\u5728\u5730\u65b9\u653f\u5e9c\u523a\u6fc0\u56fd\u5185\u6d88\u8d39\u63aa\u65bd\u7684\u652f\u6301\u4e0b\uff0c\u4e2d\u56fd\u96f6\u552e\u5e02\u573a\u572823\u5e74\u7b2c\u4e09\u5b63\u5ea6\u7ecf\u5386\u4e86\u5f3a\u52b2\u590d\u82cf\u3002\u5728\u5468\u5e74\u7eaa\u5ff5\u9500\u552e\u548c\u523a\u6fc0\u6d88\u8d39\u4e3e\u63aa\u7684\u63a8\u52a8\u4e0b\uff0c\u4ee5\u4eba\u6c11\u5e01\u8ba1\u7b97\u7684\u95e8\u5e97\u603b\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f18.9%\uff0c\u521b\u4e0b\u4e0a\u5e02\u4ee5\u6765\u7684\u5386\u53f2\u65b0\u9ad8\u3002\n  <\/li><li><strong>23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u8868\u73b0\u5f3a\u52b2\u3002<\/strong>\u5c3d\u7ba1\u6bcf\u5355\u4f4d\u603b\u53ef\u5206\u914d\u6536\u5165(DPU)\u540c\u6bd4\u4e0b\u964d17.7%\u81f31.512 Scts\uff0c\u4f46\u4e1a\u52a1\u8868\u73b0\u572823\u5e74\u7b2c\u4e09\u5b63\u5ea6\u663e\u793a\u51fa\u7a33\u5b9a\u7684\u5f39\u6027\u3002\u5728\u88ab\u538b\u6291\u7684\u9700\u6c42\u548c\u652f\u6301\u6027\u7684\u5730\u65b9\u63aa\u65bd\u7684\u63a8\u52a8\u4e0b\uff0c\u4ee5\u4eba\u6c11\u5e01\u8ba1\u7b97\u7684\u5965\u7279\u83b1\u65af\u9500\u552e\u989d\u73af\u6bd4\u589e\u957f15.9%\uff0c\u540c\u6bd4\u589e\u957f15.8%\u3002\n  <\/li><li><strong>\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u52a1\u66f4\u65b0\u3002<\/strong>\u603b\u6536\u5165\u540c\u6bd4\u4e0b\u964d1.5%\u81f33030\u4e07\u65b0\u5143\u30029M23\u7684\u6536\u5165\u540c\u6bd4\u4e0b\u964d1.5%\u81f39290\u4e07\u65b0\u5143\u3002\u5c3d\u7ba1\u95e8\u5e97\u9500\u552e\u548cEMA\u79df\u91d1\u6536\u5165\u572823\u5e74\u7b2c\u4e09\u5b63\u5ea6\u548c23\u5e74\u7b2c9\u5b63\u5ea6\u5747\u6709\u6240\u589e\u957f\uff0c\u4f46\u6536\u5165\u4e0b\u964d\u662f\u7531\u4e8e\u4eba\u6c11\u5e01\u5151\u65b0\u5143\u75b2\u8f6f\u6240\u81f4\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\u6211\u4eec\u7684\u57fa\u672c\u80a1\u8bc4\u7ea7\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a1.05\u65b0\u5143\u3002\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb<a href=\"https:\/\/www.kgieworld.sg\/research\/company-update-sasseur-reit-sassr-sp-crpu-si-2\/\">\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-444.png\" alt=\"\" class=\"wp-image-35903\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-444.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-444-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1144\" height=\"571\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-445.png\" alt=\"\" class=\"wp-image-35904\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-445.png 1144w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-445-300x150.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-445-1024x511.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-445-768x383.png 768w\" sizes=\"(max-width: 1144px) 100vw, 1144px\" \/><\/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-35854-_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-446.png\" class=\"wp-image-35905\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-446.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-446-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-35854-_88gg4mmtw6g3\"><\/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>\u91cd\u7533\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-447.png\" alt=\"\" class=\"wp-image-35907\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-447.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-447-300x64.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-448.png\" alt=\"\" class=\"wp-image-35908\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-448.png 1171w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-448-300x152.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-448-1024x518.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-448-768x388.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-35854-_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-449.png\" class=\"wp-image-35909\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-449.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-449-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-35854-_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-450.png\" class=\"wp-image-35910\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-450.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-450-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-35854-_34eo5yf8y7pj\"><\/a><a id=\"post-35854-_mxf1rgr4zqr2\"><\/a><strong>\u643a\u7a0b (9961 HK)\uff1a\u6709\u5229\u7684\u5b63\u8282\u6027\u56e0\u7d20<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a273\uff0c\u76ee\u6807\u4ef7\uff1a295\uff0c\u6b62\u635f\u4ef7\uff1a262<\/strong>\n  <\/li><li>\n    \u643a\u7a0b\u96c6\u56e2\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u4e00\u7ad9\u5f0f\u65c5\u6e38\u5e73\u53f0\u8fd0\u8425\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u7684\u5e73\u53f0\u6574\u5408\u4e86\u4e00\u6574\u5957\u65c5\u6e38\u4ea7\u54c1\u548c\u670d\u52a1\u4ee5\u53ca\u5dee\u5f02\u5316\u7684\u65c5\u6e38\u5185\u5bb9\u3002\u5176\u5e73\u53f0\u805a\u5408\u4e86\u7528\u6237\u57fa\u4e8e\u771f\u5b9e\u65c5\u884c\u4f53\u9a8c\u5206\u4eab\u7684\u4ea7\u54c1\u548c\u670d\u52a1\u3001\u8bc4\u8bba\u548c\u5176\u4ed6\u5185\u5bb9\uff0c\u4ee5\u53ca\u6765\u81ea\u751f\u6001\u7cfb\u7edf\u5408\u4f5c\u4f19\u4f34\u7684\u539f\u521b\u5185\u5bb9\uff0c\u4f7f\u4f11\u95f2\u548c\u5546\u52a1\u65c5\u5ba2\u80fd\u591f\u83b7\u5f97\u65c5\u884c\u4f53\u9a8c\uff0c\u5e76\u83b7\u5f97\u5168\u9762\u7684\u4fe1\u606f\u548c\u5408\u7b97\u7684\u7684\u9884\u8ba2\u3002\u7528\u6237\u6765\u5230\u5176\u5e73\u53f0\u53ef\u9009\u62e9\u8fdb\u884c\u4efb\u4f55\u7c7b\u578b\u7684\u65c5\u884c\uff0c\u5305\u62ec\u76ee\u7684\u5730\u6d3b\u52a8\u3001\u5468\u672b\u5ea6\u5047\u548c\u77ed\u9014\u65c5\u884c\uff0c\u4ee5\u53ca\u8de8\u5883\u5ea6\u5047\u548c\u5546\u52a1\u65c5\u884c\u3002\n  <\/li><li><strong>\u5373\u5c06\u5230\u6765\u7684\u51ac\u5b63\u65c5\u6e38\u65fa\u5b63\u3002<\/strong>\u5373\u5c06\u5230\u6765\u7684\u51ac\u5b63\u548c\u8282\u65e5\u9884\u8ba1\u5c06\u63d0\u632f\u65c5\u6e38\u9700\u6c42\u3002\u4ece11\u6708\u521d\u5230\u6b21\u5e741\u6708\u7684\u5bd2\u5047\u901a\u5e38\u662f\u65c5\u6e38\u6700\u7e41\u5fd9\u7684\u65f6\u671f\u4e4b\u4e00\u3002\u6d88\u8d39\u8005\u53ef\u80fd\u4f1a\u6e05\u7406\u4ed6\u4eec\u7684\u5de5\u4f5c\u5047\u671f\uff0c\u6216\u8005\u627e\u65f6\u95f4\u9003\u79bb\u4ed6\u4eec\u56fd\u5bb6\u7684\u708e\u70ed\u6216\u5bd2\u51b7\u3002\u5373\u5c06\u5230\u6765\u7684\u5bd2\u5047\u4e5f\u6807\u5fd7\u7740\u4e2d\u56fd\u81ea2023\u5e74\u521d\u91cd\u65b0\u5f00\u653e\u4ee5\u6765\u7684\u7b2c\u4e00\u4e2a\u51ac\u5b63\u3002Trip.com\u5c06\u80fd\u591f\u5229\u7528\u8fd9\u4e00\u9ad8\u5cf0\u65f6\u671f\u4e0d\u65ad\u589e\u957f\u7684\u65c5\u6e38\u9700\u6c42\u3002\u6b64\u5916\uff0c\u66f4\u5bbd\u677e\u7684\u8fc7\u5883\u514d\u7b7e\u653f\u7b56\u52bf\u5fc5\u4f1a\u9f13\u52b1\u56fd\u5185\u5916\u65c5\u884c\u793e\u5e2e\u52a9\u66f4\u591a\u7684\u5916\u56fd\u6e38\u5ba2\u6765\u4e2d\u56fd\u65c5\u6e38\u3002\u4e2d\u56fd72\u5c0f\u65f6\u548c144\u5c0f\u65f6\u8fc7\u5883\u514d\u7b7e\u653f\u7b56\u5df2\u6269\u5c55\u523054\u4e2a\u56fd\u5bb6\u7684\u6e38\u5ba2\uff0c\u632a\u5a01\u662f\u6700\u65b0\u52a0\u5165\u7684\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>\u4fc3\u8fdb\u4e2d\u56fd\u5165\u5883\u65c5\u6e38\u3002<\/strong>\u643a\u7a0b\u7f51\u4e0e\u4e2d\u56fd\u56fd\u9645\u6587\u5316\u534f\u4f1a(CICA)\u7b7e\u7f72\u4e86\u4e00\u9879\u4e3a\u671f\u4e09\u5e74\u7684\u534f\u8bae\uff0c\u901a\u8fc7\u201c\u4f60\u597d!\u201d\u8be5\u6d3b\u52a8\u7684\u91cd\u70b9\u662f\u6587\u5316\u4ea4\u6d41\uff0c\u4fc3\u8fdb\u4e2d\u56fd\u4e0e\u56fd\u9645\u6e38\u5ba2\u4e4b\u95f4\u7684\u8054\u7cfb\u3002\u4eca\u5e74\u7684Hello!\u4e2d\u56fd\u6d3b\u52a8\u5438\u5f15\u4e86\u6765\u81ea\u5168\u740370\u4e2a\u56fd\u5bb6\u548c\u5730\u533a\u7684892\u540d\u4ee3\u8868\u3002\u4e3a\u4e86\u652f\u6301\u4e2d\u56fd\u5165\u5883\u65c5\u6e38\u7684\u76ee\u6807\uff0c\u8be5\u96c6\u56e2\u5c06\u63d0\u4f9b\u7cbe\u5fc3\u6311\u9009\u7684\u5185\u5bb9\uff0c\u7a81\u51fa\u7279\u5b9a\u7684\u4ea7\u54c1\u548c\u670d\u52a1\uff0c\u5e76\u5c06\u4e0e\u4e2d\u56fd\u6587\u5316\u4e2d\u5fc3\u3001\u65c5\u6e38\u5c40\u548c\u5176\u4ed6\u7ec4\u7ec7\u5408\u4f5c\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002<\/strong>\u51c0\u6536\u5165\u589e\u81f3137\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u540c\u6bd4\u589e\u957f99%\uff0c\u800c22\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a69\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u51c0\u5229\u6da6\u4ece22\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u76842.45\u4ebf\u5143\u4e0a\u5347\u81f323\u5e74\u7b2c\u4e09\u5b63\u5ea6\u768446\u4ebf\u5143\u300223\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u7a00\u91ca\u6bcf\u80a1\u6536\u76ca\u4e3a\u4eba\u6c11\u5e016.84\u5143\uff0c\u800c22\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e010.41\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-451.png\" class=\"wp-image-35911\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-451.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-451-300x64.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=\"1144\" height=\"571\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-452.png\" alt=\"\" class=\"wp-image-35912\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-452.png 1144w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-452-300x150.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-452-1024x511.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-452-768x383.png 768w\" sizes=\"(max-width: 1144px) 100vw, 1144px\" \/><\/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-35854-_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-453.png\" class=\"wp-image-35913\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-453.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-453-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-35854-_3p41iigpgupa\"><\/a><a id=\"post-35854-_xhcj9u4098vt\"><\/a><strong>\u821c\u5b87\u5149\u5b66 (2382 HK)\uff1a\u6709\u5e0c\u671b\u7684\u590d\u82cf\u8ff9\u8c61<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a71\uff0c\u76ee\u6807\u4ef7\uff1a77\uff0c\u6b62\u635f\u4ef7\uff1a68<\/strong>\n  <\/li><li>\n    \u821c\u5b87\u5149\u5b66\u79d1\u6280\uff08\u96c6\u56e2\uff09\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u5149\u5b66\u53ca\u76f8\u5173\u4ea7\u54c1\u4ee5\u53ca\u79d1\u5b66\u4eea\u5668\u7684\u8bbe\u8ba1\u3001\u7814\u53d1\u3001\u751f\u4ea7\u548c\u9500\u552e\u4e1a\u52a1\u7684\u6295\u8d44\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u5305\u62ec\u4e09\u4e2a\u4e1a\u52a1\u90e8\u95e8\uff1a\u5149\u5b66\u96f6\u4ef6\u3001\u5149\u7535\u4ea7\u54c1\u548c\u5149\u5b66\u4eea\u5668\u3002\u8be5\u516c\u53f8\u8fd8\u901a\u8fc7\u5176\u5b50\u516c\u53f8\u4ece\u4e8b\u7ea2\u5916\u7ebf\u6280\u672f\u7684\u7814\u7a76\u548c\u5f00\u53d1\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u7684\u4ea7\u54c1\u9500\u5f80\u4e2d\u56fd\u56fd\u5185\u4e0e\u6d77\u5916\u5e02\u573a\u3002\n  <\/li><li><strong>\u667a\u80fd\u624b\u673a\u5e02\u573a\u590d\u82cf\u3002<\/strong>\u5c3d\u7ba1\u4e2d\u56fd\u667a\u80fd\u624b\u673a\u5e02\u573a\u572823\u5e74\u7b2c\u4e09\u5b63\u5ea6\u7684\u51fa\u8d27\u91cf\u4e0e\u4e0a\u4e00\u5b63\u5ea6\u76f8\u6bd4\u7565\u6709\u4e0b\u964d\uff0c\u4f46\u5728\u5730\u533a\u590d\u82cf\u548c\u65b0\u4ea7\u54c1\u5347\u7ea7\u9700\u6c42\u7684\u652f\u6491\u4e0b\uff0c\u5e02\u573a\u572810\u6708\u4efd\u51fa\u73b0\u4e86\u5927\u5e45\u53cd\u5f39\u3002\u667a\u80fd\u624b\u673a\u7684\u603b\u53d1\u8d27\u91cf\u589e\u957f\u4e8611%\uff0c\u8fd9\u4e3b\u8981\u5f97\u76ca\u4e8e\u534e\u4e3a83%\u7684\u60ca\u4eba\u589e\u957f\u3002\u5c0f\u7c7310\u6708\u4efd\u7684\u667a\u80fd\u624b\u673a\u9500\u91cf\u4e5f\u589e\u957f\u4e8633%\u3002\u534e\u4e3a\u548c\u5c0f\u7c73\u4ee4\u4eba\u5370\u8c61\u6df1\u523b\u7684\u8868\u73b0\u9884\u793a\u7740\u4e2d\u56fd\u667a\u80fd\u624b\u673a\u5e02\u573a\u7684\u6f5c\u5728\u53cd\u5f39\uff0c\u6b64\u524d\u51e0\u4e2a\u5b63\u5ea6\u4e2d\u56fd\u667a\u80fd\u624b\u673a\u5e02\u573a\u51fa\u73b0\u4e86\u4e0b\u6ed1\u3002\u9633\u5149\u5149\u5b66\u5c06\u80fd\u591f\u5229\u7528\u8fd9\u6b21\u667a\u80fd\u624b\u673a\u5e02\u573a\u7684\u590d\u82cf\u6765\u63a8\u52a8\u5176\u5ba2\u6237\u7684\u9500\u552e\u3002\n  <\/li><li><strong>\u4f9b\u4e0d\u5e94\u6c42\u3002<\/strong>\u534e\u4e3a\u6280\u672f\u516c\u53f8\u63a8\u51fa\u7684Mate 60 Pro\u624b\u673a\u4ee5\u53ca\u5c0f\u7c73\u7684Mi 14\u7cfb\u5217\u770b\u5230\u4e86\u6d88\u8d39\u8005\u7684\u5de8\u5927\u9700\u6c42\u3002\u636e\u62a5\u9053\uff0c\u534e\u4e3a\u6280\u672f\u6709\u9650\u516c\u53f8\u57286\u5468\u5185\u552e\u51fa\u4e86160\u4e07\u90e8Mate 60 Pro\u624b\u673a\uff0c\u800c\u5c0f\u7c73\u5728\u5176\u63a8\u51fa\u7684\u7b2c\u4e00\u5468\u5185\u552e\u51fa\u4e86100\u591a\u4e07\u90e8\u5c0f\u7c7314\u7cfb\u5217\u624b\u673a\u3002\u8fd9\u6b3e\u624b\u673a\u5728\u63a8\u51fa\u540e\u4f9b\u4e0d\u5e94\u6c42\uff0c\u4f9b\u5e94\u5546\u6b63\u5728\u5bfb\u6c42\u8865\u5145\u5e93\u5b58\uff0c\u4ee5\u6ee1\u8db3\u9ad8\u9700\u6c42\u3002\u50cf\u534e\u4e3a\u8fd9\u6837\u7684\u516c\u53f8\u662f\u821c\u5b87\u5149\u5b66\u6700\u5927\u7684\u76f8\u673a\u6a21\u5757\u5ba2\u6237\u4e4b\u4e00\uff0c\u516c\u53f8\u4e00\u5b9a\u4f1a\u4ece\u534e\u4e3a\u9ad8\u7aef\u4ea7\u54c1\u7684\u5f3a\u52b2\u9700\u6c42\u4e2d\u53d7\u76ca\u3002\n  <\/li><li><strong>\u5728\u7f8e\u56fd\u82af\u7247\u5236\u88c1\u4e2d\u53d6\u5f97\u7a81\u7834\u3002<\/strong>\u4e2d\u82af\u56fd\u9645\u6210\u529f\u4e3a\u534e\u4e3a\u63d0\u4f9b\u5148\u8fdb\u76847\u7eb3\u7c73\u5904\u7406\u5668\uff0c\u4e3a\u4e2d\u56fd\u8fdb\u4e00\u6b65\u7684\u6280\u672f\u8fdb\u6b65\u94fa\u5e73\u4e86\u9053\u8def\u3002\u8fd9\u7565\u5fae\u964d\u4f4e\u4e86\u4e2d\u56fd\u5728\u82af\u7247\u751f\u4ea7\u8bbe\u5907\u4e0a\u5bf9\u7f8e\u56fd\u7684\u4f9d\u8d56\u3002\u7531\u4e8e\u7f8e\u56fd\u4e0d\u65ad\u5bf9\u4e2d\u56fd\u5b9e\u65bd\u82af\u7247\u5236\u88c1\uff0c\u4e2d\u56fd\u5728\u82af\u7247\u751f\u4ea7\u8bbe\u5907\u4e0a\u9762\u4e34\u8bb8\u591a\u963b\u529b\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u3002<\/strong>\u6536\u5165\u540c\u6bd4\u4e0b\u964d15.9%\u81f3142.8\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c2022\u5e74\u4e0a\u534a\u5e74\u4e3a169.7\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u4e0b\u964d66.7%\u81f3\u4eba\u6c11\u5e014.594\u4ebf\u5143\uff0c\u800c2022\u5e74\u4e0a\u534a\u5e74\u4e3a\u4eba\u6c11\u5e0113.8\u4ebf\u5143\u3002\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u4e0b\u964d67.8%\u81f339.99\u5143\u4eba\u6c11\u5e01\uff0c\u800c2022\u5e74\u4e0a\u534a\u5e74\u4e3a124.13\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-454.png\" class=\"wp-image-35914\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-454.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-454-300x64.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=\"1144\" height=\"571\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-455.png\" alt=\"\" class=\"wp-image-35915\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-455.png 1144w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-455-300x150.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-455-1024x511.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-455-768x383.png 768w\" sizes=\"(max-width: 1144px) 100vw, 1144px\" \/><\/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-35854-_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-456.png\" class=\"wp-image-35916\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-456.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-456-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-35854-_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-457.png\" class=\"wp-image-35917\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-457.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-457-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-457-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-35854-_d29khlbf2k6d\"><\/a><a id=\"post-35854-_u2xm6pxaak0m\"><\/a><strong>\u5948\u98de (NFLX US)\uff1a<\/strong>\u8ba2\u9605\u7528\u6237\u6570\u548c\u76c8\u5229\u80fd\u529b\u63d0\u5347<\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a475\uff0c\u76ee\u6807\u4ef7\uff1a500\uff0c\u6b62\u635f\u4ef7\uff1a462<\/strong>\n  <\/li><li>\n    \u5948\u98de\u662f\u4e00\u5bb6\u8ba2\u9605\u6d41\u5a92\u4f53\u670d\u52a1\u548c\u5236\u4f5c\u516c\u53f8\u3002\u8be5\u516c\u53f8\u5728\u4e92\u8054\u7f51\u8fde\u63a5\u8bbe\u5907\u4e0a\u63d0\u4f9b\u5404\u79cd\u5404\u6837\u7684\u7535\u89c6\u8282\u76ee\u3001\u7535\u5f71\u3001\u52a8\u6f2b\u548c\u7eaa\u5f55\u7247\u3002\u516c\u53f8\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002\n  <\/li><li><strong>\u7528\u6237\u589e\u52a0\u3002<\/strong>\u5948\u98de\u7b2c\u4e09\u5b63\u5ea6\u8d22\u62a5\u8d85\u51fa\u9884\u671f\uff0c\u62a5\u544a\u7528\u6237\u589e\u957f\u5927\u5e45\u63d0\u5347\uff0c\u5168\u7403\u7528\u6237\u589e\u52a0876\u4e07\u3002\u8fd9\u4e00\u6fc0\u589e\u5f52\u56e0\u4e8e\u6253\u51fb\u5bc6\u7801\u5171\u4eab\u548c\u5f15\u5165\u65b0\u7684\u5e7f\u544a\u652f\u6301\u5c42\u7684\u52aa\u529b\u3002\u8be5\u516c\u53f8\u7684\u76c8\u5229\u548c\u6536\u5165\u8d85\u51fa\u4e86\u9884\u671f\u3002\u4f1a\u5458\u603b\u6570\u589e\u81f32.4715\u4ebf\u4eba\uff0c\u8d85\u8fc7\u9884\u671f\u76842.4388\u4ebf\u4eba\u3002\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u5e7f\u544a\u8ba1\u5212\u4f1a\u5458\u7ecf\u5386\u4e86\u8fd170%\u7684\u73af\u6bd4\u589e\u957f\u3002\u5948\u98de\u7ee7\u7eed\u4e3b\u5bfc\u7740\u6d41\u5a92\u4f53\u884c\u4e1a\u3002\n  <\/li><li><strong>\u63d0\u9ad8\u4ef7\u683c\u4ee5\u83b7\u53d6\u5229\u6da6\u3002<\/strong>\u4e3a\u4e86\u5e94\u5bf9\u4e0d\u65ad\u589e\u52a0\u7684\u5236\u4f5c\u6210\u672c\u548c\u8ffd\u6c42\u66f4\u9ad8\u7684\u76c8\u5229\u80fd\u529b\uff0cNetflix\u5ba3\u5e03\u63d0\u9ad8\u5176\u5728\u7f8e\u56fd\u7684\u57fa\u672c\u548c\u9ad8\u7ea7\u8ba1\u5212\u7684\u4ef7\u683c\u3002\u57fa\u672c\u5957\u9910\u73b0\u5728\u7684\u4ef7\u683c\u662f11.99\u7f8e\u5143(\u539f\u4e3a9.99\u7f8e\u5143)\uff0c\u800c\u9ad8\u7ea7\u5957\u9910\u7684\u4ef7\u683c\u662f22.99\u7f8e\u5143(\u539f\u4e3a19.99\u7f8e\u5143)\u3002\u5c3d\u7ba1\u5982\u6b64\uff0cNetflix\u4ecd\u5c06\u5e7f\u544a\u5b9a\u4ef7\u7ef4\u6301\u5728\u6bcf\u67086.99\u7f8e\u5143\u3002\u8fd9\u4e00\u5b9a\u4ef7\u6218\u7565\u4e3e\u63aa\u4e0e\u8be5\u516c\u53f8\u4fdd\u6301\u5176\u5728\u6d41\u5a92\u4f53\u9886\u57df\u4e3b\u5bfc\u5730\u4f4d\u7684\u627f\u8bfa\u76f8\u4e00\u81f4\u3002\u6b64\u5916\uff0cNetflix\u9884\u8ba1\u7b2c\u56db\u5b63\u5ea6\u6536\u5165\u5c06\u589e\u957f11%\uff0c\u8fbe\u523086.9\u4ebf\u7f8e\u5143\uff0c\u9884\u8ba1\u51c0\u8ba2\u6237\u589e\u5e45\u4e0e\u7b2c\u4e09\u5b63\u5ea6\u76f8\u4f3c\u3002\u6b64\u5916\uff0c\u8be5\u516c\u53f8\u8fd8\u89e3\u51b3\u4e86\u80a1\u4e1c\u5bf9\u9ad8\u7ba1\u85aa\u916c\u7684\u62c5\u5fe7\uff0c\u627f\u8bfa\u57282024\u5e74\u5bf9\u66f4\u4f20\u7edf\u7684\u6a21\u5f0f\u8fdb\u884c\u91cd\u5927\u6539\u9769\uff0c\u540c\u65f6\u4fdd\u7559\u57fa\u4e8e\u7ee9\u6548\u7684\u7ed3\u6784\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002<\/strong>\u6536\u5165\u589e\u81f385.4\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f7.7%\uff0c\u7b26\u5408\u9884\u671f\u3002GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a3.73\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.23\u7f8e\u5143\u3002\u9884\u8ba1\u7b2c\u56db\u5b63\u5ea6\u6536\u5165\u4e3a86.9\u4ebf\u7f8e\u5143\uff0c\u800c\u5e02\u573a\u9884\u671f\u4e3a85.4\u4ebf\u7f8e\u5143\u3002\u5c06\u5168\u5e74\u8425\u4e1a\u5229\u6da6\u7387\u4e0a\u8c03\u81f320%\u300224\u8d22\u5e74\u8425\u4e1a\u5229\u6da6\u7387\u5c06\u572822%\u81f323%\u4e4b\u95f4\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n    <img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-458.png\" class=\"wp-image-35918\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-458.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-458-300x64.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=\"1554\" height=\"615\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-459.png\" alt=\"\" class=\"wp-image-35919\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-459.png 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-459-300x119.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-459-1024x405.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-459-768x304.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-459-1536x608.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-35854-_i97spf5o8m4c\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-460.png\" class=\"wp-image-35920\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-460.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-460-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-460-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-35854-_jovpx3ajfm4s\"><\/a><a id=\"post-35854-_txe04de0z3s1\"><\/a><strong>Shopify Inc (SHOP US)\uff1a\u75af\u72c2\u8d2d\u7269<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a70\uff0c\u76ee\u6807\u4ef7\uff1a76\uff0c\u6b62\u635f\u4ef7\uff1a67<\/strong>\n  <\/li><li>\n    Shopify Inc.\u63d0\u4f9b\u57fa\u4e8e\u4e91\u7684\u5546\u52a1\u5e73\u53f0\u3002\u8be5\u516c\u53f8\u4e3a\u5546\u5bb6\u63d0\u4f9b\u4e86\u4e00\u4e2a\u5e73\u53f0\uff0c\u4ee5\u521b\u5efa\u5168\u6e20\u9053\u4f53\u9a8c\uff0c\u5e2e\u52a9\u5546\u5bb6\u5c55\u793a\u54c1\u724c\u3002Shopify\u4e3a\u52a0\u62ff\u5927\u7684\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002\n  <\/li><li><strong>\u9ed1\u8272\u661f\u671f\u4e94\u548c\u7f51\u7edc\u661f\u671f\u4e00\u7684\u5468\u672b\u72c2\u6f6e\u3002<\/strong>\u5728\u9ed1\u8272\u661f\u671f\u4e94\u548c\u7f51\u7edc\u661f\u671f\u4e00\u5468\u672b\u7684\u6210\u529f\u63a8\u52a8\u4e0b\uff0cShopify\u7684\u5546\u54c1\u4ea4\u6613\u603b\u989d(GMV)\u540c\u6bd4\u5f3a\u52b2\u589e\u957f13%\uff0c\u572822\u5e74\u7b2c\u56db\u5b63\u5ea6\u8fbe\u5230610\u4ebf\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u9884\u8ba1\u672c\u5b63\u5ea6\u7684\u9500\u552e\u989d\u5c06\u8d85\u8fc7\u53bb\u5e74\u7b2c\u56db\u5b63\u5ea6\u3002\u5305\u62ec\u201c\u9ed1\u8272\u661f\u671f\u4e94\u201d\u548c\u201c\u7f51\u7edc\u661f\u671f\u4e00\u201d\u5728\u5185\u7684\u611f\u6069\u8282\u5468\u62c9\u5f00\u4e86\u5047\u65e5\u8d2d\u7269\u5b63\u7684\u5e8f\u5e55\uff0c\u7ea6\u5360\u8fd9\u4e00\u65f6\u671f\u96f6\u552e\u989d\u768416.7%\u3002\u7f8e\u56fd\u96f6\u552e\u8054\u5408\u4f1a(NRF)\u4f30\u8ba1\uff0c\u6bcf\u5e7419%\u7684\u96f6\u552e\u989d\u53d1\u751f\u5728\u9ed1\u8272\u661f\u671f\u4e94\u548c\u5723\u8bde\u8282\u4e4b\u95f4\u3002\u4eca\u5e74\uff0c\u9884\u8ba174%\u7684\u7f8e\u56fd\u4eba\u4f1a\u5728\u672c\u5468\u8d2d\u7269\uff0c\u8fd9\u662f\u81ea2017\u5e74\u4ee5\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002NRF\u9884\u8ba1\u5047\u65e5\u6d88\u8d39\u5c06\u589e\u957f3-4%\uff0c\u8fbe\u52309,573\u4ebf\u7f8e\u5143\u81f39,666\u4ebf\u7f8e\u5143\u3002\u5fb7\u52e4\u9884\u6d4b\uff0c\u6d88\u8d39\u8005\u5728\u201c\u9ed1\u8272\u661f\u671f\u4e94\u201d\u5230\u201c\u7f51\u7edc\u661f\u671f\u4e00\u201d\u671f\u95f4\u7684\u5e73\u5747\u6d88\u8d39\u989d\u5c06\u8fbe\u5230567\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f13%\uff0c\u5176\u4e2d\u5343\u79a7\u4e00\u4ee3\u5360\u9500\u552e\u989d\u768443%\u3002\u5047\u65e5\u6d88\u8d39\u7684\u6fc0\u589e\u9884\u8ba1\u5c06\u4f7f\u9500\u552e\u6062\u590d\u5230\u75ab\u60c5\u524d\u7684\u6c34\u5e73\uff0c\u4e3a\u96f6\u552e\u5546\u548c\u6d88\u8d39\u8005\u521b\u9020\u4e00\u4e2a\u5145\u6ee1\u5e0c\u671b\u7684\u5b63\u8282\u3002\u5c3d\u7ba1\u5b58\u5728\u7ecf\u6d4e\u65b9\u9762\u7684\u62c5\u5fe7\uff0c\u4f46\u5fb7\u52e4(Deloitte) 2023\u5e74\u7684\u5047\u65e5\u8c03\u67e5\u663e\u793a\uff0c\u7f8e\u56fd\u6d88\u8d39\u8005\u51b3\u5fc3\u8ba9\u8fd9\u4e2a\u5047\u671f\u4ee4\u4eba\u96be\u5fd8\uff0c\u4ed6\u4eec\u8ba1\u5212\u5e73\u5747\u6d88\u8d391,652\u7f8e\u5143\uff0c\u9996\u6b21\u8d85\u8fc7\u75ab\u60c5\u524d\u7684\u6570\u5b57\u3002\u8003\u8651\u523066%\u7684\u4eba\u8ba1\u5212\u5728\u9ed1\u8272\u661f\u671f\u4e94-\u7f51\u7edc\u661f\u671f\u4e00\u8fd9\u4e00\u5468\u8d2d\u7269\uff0c\u5728\u5173\u952e\u4fc3\u9500\u6d3b\u52a8\u4e2d\u5f3a\u8c03\u4ef7\u503c\u53ef\u80fd\u662f\u96f6\u552e\u5546\u7684\u5236\u80dc\u7b56\u7565\u3002\u7f29\u77ed\u7684\u8d2d\u7269\u65f6\u95f4\uff0c\u4ece7.4\u5468\u51cf\u5c11\u52305.8\u5468\uff0c\u5f3a\u8c03\u4e86\u5728\u4fc3\u9500\u671f\u95f4\u4ee5\u5408\u9002\u7684\u4ef7\u683c\u8d2d\u4e70\u5408\u9002\u7684\u4ea7\u54c1\u7684\u91cd\u8981\u6027\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9884\u8ba1\u6d88\u8d39\u5c06\u5728\u9ed1\u8272\u661f\u671f\u4e94\u548c\u7f51\u7edc\u661f\u671f\u4e00(BFCM)\u5468\u672b\u6709\u6240\u4e0b\u964d<\/strong>\n<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"856\" height=\"673\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-461.png\" class=\"wp-image-35921\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-461.png 856w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-461-300x236.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-461-768x604.png 768w\" sizes=\"(max-width: 856px) 100vw, 856px\" \/><br><\/strong>\n  (Source: <a href=\"https:\/\/www2.deloitte.com\/us\/en\/insights\/industry\/retail-distribution\/holiday-retail-sales-consumer-survey.html\">Deloitte Consumer Industry Center<\/a>)\n<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Prediction of holiday consumption<\/strong>\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"854\" height=\"511\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-462.png\" alt=\"\" class=\"wp-image-35922\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-462.png 854w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-462-300x180.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-462-768x460.png 768w\" sizes=\"(max-width: 854px) 100vw, 854px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: <a href=\"https:\/\/nrf.com\/media-center\/press-releases\/thanksgiving-weekend-see-more-holiday-shoppers-last-year-and-consumers\">National Retail Federation<\/a>)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u79ef\u6781\u4e1a\u7ee9\u548c\u6210\u672c\u7ec6\u5316\u3002<\/strong>Shopify\u7b2c\u4e09\u5b63\u5ea6\u8868\u73b0\u5f3a\u52b2\uff0c\u8d85\u51fa\u9884\u671f\u3002\u5728\u7b2c\u56db\u5b63\u5ea6\u5f3a\u52b2\u8868\u73b0\u7684\u63a8\u52a8\u4e0b\uff0cShopify\u9884\u8ba12023\u5e74\u7684\u8425\u6536\u540c\u6bd4\u589e\u957f\u7387\u5c06\u8fbe\u523020%\u5de6\u53f3\u3002\u8be5\u5b63\u5ea6\u7684GMV\u589e\u957f\u4e8622%\uff0c\u8fbe\u5230562\u4ebf\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u7684\u51c0\u6536\u5165\u8fbe\u52307.18\u4ebf\u7f8e\u5143\uff0c\u800c\u53bb\u5e74\u540c\u671f\u4e8f\u635f1.584\u4ebf\u7f8e\u5143\u3002\u8fd0\u8425\u8d39\u7528\u540c\u6bd4\u4e0b\u964d23%\u81f37.79\u4ebf\u7f8e\u5143\uff0c\u4e3b\u8981\u662f\u7531\u4e8e\u5176\u88c1\u5458\u548c\u51fa\u552e\u5176\u7269\u6d41\u4e1a\u52a1\u3002Shopify\u53d6\u5f97\u5f3a\u52b2\u4e1a\u7ee9\u7684\u540c\u65f6\uff0c\u8fd8\u91c7\u53d6\u4e86\u4e00\u4e9b\u6218\u7565\u4e3e\u63aa\uff0c\u5305\u62ec\u88c1\u5458\u4ee5\u53ca\u4e0e\u4e9a\u9a6c\u900a\u548cFaire\u5408\u4f5c\u3002\n  <\/li><li><strong>\u4e0e\u4e9a\u9a6c\u900a\u5408\u4f5c\u3002<\/strong>Shopify\u5ba3\u5e03\u4e0e\u4e9a\u9a6c\u900a\u5efa\u7acb\u5f00\u653e\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\uff0c\u5141\u8bb8\u5176\u5546\u5bb6\u4f7f\u7528\u201c\u7528Prime\u4f1a\u5458\u8d2d\u4e70\u201d\u5e94\u7528\u7a0b\u5e8f\uff0c\u5728\u4e9a\u9a6c\u900a\u4ee5\u5916\u7684\u5e97\u9762\u4e0a\u83b7\u5f97\u5b8c\u6574\u7684\u7535\u5b50\u5546\u52a1\u4f53\u9a8c\u3002\u6240\u6709\u4f7f\u7528\u6216\u5bf9\u4e9a\u9a6c\u900a\u914d\u9001\u7f51\u7edc\u611f\u5174\u8da3\u7684\u5546\u5bb6\u90fd\u53ef\u4ee5\u4f7f\u7528\u8fd9\u9879\u5408\u4f5c\u3002Buy with Prime\u4f1a\u5458\u53ef\u4ee5\u4f7f\u7528\u4ed6\u4eec\u7684\u4e9a\u9a6c\u900a\u8d26\u6237\u5728\u975e\u4e9a\u9a6c\u900a\u7535\u5b50\u5546\u52a1\u7f51\u7ad9\u8d2d\u7269\uff0c\u7531\u4e9a\u9a6c\u900a\u8d1f\u8d23\u5b8c\u6210\u7ed3\u8d26\u3002\u8fd9\u4e00\u5408\u4f5c\u4e8e2023\u5e748\u6708\u5ba3\u5e03\uff0cShopify\u5e94\u7528\u7a0b\u5e8f\u63d0\u4f9b\u4e86\u66f4\u5bb9\u6613\u7684\u96c6\u6210\u548c\u76ee\u5f55\u540c\u6b65\u7b49\u9644\u52a0\u529f\u80fd\u3002\u6b64\u4e3e\u9488\u5bf9\u7684\u662f\u4e9a\u9a6c\u900a\u548cShopify\u4e0a\u8d8a\u6765\u8d8a\u591a\u7684\u5356\u5bb6\uff0c\u4e3a\u5728\u4e24\u4e2a\u5e73\u53f0\u4e0a\u90fd\u6709\u4e1a\u52a1\u7684\u54c1\u724c\u63d0\u4f9b\u4e86\u7b80\u5316\u7684\u4f53\u9a8c\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002<\/strong>\u6536\u5165\u589e\u957f\u81f317.1\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f24.8%\uff0c\u8d85\u51fa\u9884\u671f4,000\u4e07\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.24\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.10\u7f8e\u5143\u3002\u5728GAAP\u57fa\u7840\u4e0a\uff0c\u53d7\u7b2c\u56db\u5b63\u5ea6\u6536\u5165\u589e\u957f\u7684\u63a8\u52a8\uff0c\u9884\u8ba1\u5168\u5e74\u6536\u5165\u5c06\u540c\u6bd4\u589e\u957f25%\u5de6\u53f3\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n    <img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-463.png\" class=\"wp-image-35923\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-463.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-463-300x64.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=\"1144\" height=\"571\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-464.png\" alt=\"\" class=\"wp-image-35924\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-464.png 1144w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-464-300x150.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-464-1024x511.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-464-768x383.png 768w\" sizes=\"(max-width: 1144px) 100vw, 1144px\" \/><\/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-35854-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-465.png\" class=\"wp-image-35925\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-465.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-465-300x64.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-466.png\" alt=\"\" class=\"wp-image-35926\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-466.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-466-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Add Sunny Optiocal Technology (2382 HK) at HK$71.0.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"528\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-467.png\" alt=\"\" class=\"wp-image-35927\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-467.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-467-300x168.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/11\/word-image-467-768x430.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 closes 100 points higher Friday as major averages rise for a 4th straight week 2. US business activity steady in November: S&#038;P Global survey 3. Biden\u2019s clean energy agenda faces mounting headwinds 4. Oil settles lower but notches weekly gain ahead [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":15559,"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-35854","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) \u4e2d\u56fd\u96f6\u552e\u5e02\u573a\u590d\u82cf\u3002\u5728\u5730\u65b9\u653f\u5e9c\u523a\u6fc0\u56fd\u5185\u6d88\u8d39\u63aa\u65bd\u7684\u652f\u6301\u4e0b\uff0c\u4e2d\u56fd\u96f6\u552e\u5e02\u573a\u572823\u5e74\u7b2c\u4e09\u5b63\u5ea6\u7ecf\u5386\u4e86\u5f3a\u52b2\u590d\u82cf\u3002\u5728\u5468\u5e74\u7eaa\u5ff5\u9500\u552e\u548c\u523a\u6fc0\u6d88\u8d39\u4e3e\u63aa\u7684\u63a8\u52a8\u4e0b\uff0c\u4ee5\u4eba\u6c11\u5e01\u8ba1\u7b97\u7684\u95e8\u5e97\u603b\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f18.9%\uff0c\u521b\u4e0b\u4e0a\u5e02\u4ee5\u6765\u7684\u5386\u53f2\u65b0\u9ad8\u3002 23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u8868\u73b0\u5f3a\u52b2\u3002\u5c3d\u7ba1\u6bcf\u5355\u4f4d\u603b\u53ef\u5206\u914d\u6536\u5165(DPU)\u540c\u6bd4\u4e0b\u964d17.7%\u81f31.512 Scts\uff0c\u4f46\u4e1a\u52a1\u8868\u73b0\u572823\u5e74\u7b2c\u4e09\u5b63\u5ea6\u663e\u793a\u51fa\u7a33\u5b9a\u7684\u5f39\u6027\u3002\u5728\u88ab\u538b\u6291\u7684\u9700\u6c42\u548c\u652f\u6301\u6027\u7684\u5730\u65b9\u63aa\u65bd\u7684\u63a8\u52a8\u4e0b\uff0c\u4ee5\u4eba\u6c11\u5e01\u8ba1\u7b97\u7684\u5965\u7279\u83b1\u65af\u9500\u552e\u989d\u73af\u6bd4\u589e\u957f15.9%\uff0c\u540c\u6bd4\u589e\u957f15.8%\u3002 \u7b2c\u4e09\u5b63\u5ea6\u4e1a\u52a1\u66f4\u65b0\u3002\u603b\u6536\u5165\u540c\u6bd4\u4e0b\u964d1.5%\u81f33030\u4e07\u65b0\u5143\u30029M23\u7684\u6536\u5165\u540c\u6bd4\u4e0b\u964d1.5%\u81f39290\u4e07\u65b0\u5143\u3002\u5c3d\u7ba1\u95e8\u5e97\u9500\u552e\u548cEMA\u79df\u91d1\u6536\u5165\u572823\u5e74\u7b2c\u4e09\u5b63\u5ea6\u548c23\u5e74\u7b2c9\u5b63\u5ea6\u5747\u6709\u6240\u589e\u957f\uff0c\u4f46\u6536\u5165\u4e0b\u964d\u662f\u7531\u4e8e\u4eba\u6c11\u5e01\u5151\u65b0\u5143\u75b2\u8f6f\u6240\u81f4\u3002 \u5e02\u573a\u5171\u8bc6\u3002\u6211\u4eec\u7684\u57fa\u672c\u80a1\u8bc4\u7ea7\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a1.05\u65b0\u5143\u3002\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb\u62a5\u544a\u5168\u6587\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Deloitte Consumer Industry Center) Prediction of holiday consumption (Source: National Retail Federation) \u79ef\u6781\u4e1a\u7ee9\u548c\u6210\u672c\u7ec6\u5316\u3002Shopify\u7b2c\u4e09\u5b63\u5ea6\u8868\u73b0\u5f3a\u52b2\uff0c\u8d85\u51fa\u9884\u671f\u3002\u5728\u7b2c\u56db\u5b63\u5ea6\u5f3a\u52b2\u8868\u73b0\u7684\u63a8\u52a8\u4e0b\uff0cShopify\u9884\u8ba12023\u5e74\u7684\u8425\u6536\u540c\u6bd4\u589e\u957f\u7387\u5c06\u8fbe\u523020%\u5de6\u53f3\u3002\u8be5\u5b63\u5ea6\u7684GMV\u589e\u957f\u4e8622%\uff0c\u8fbe\u5230562\u4ebf\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u7684\u51c0\u6536\u5165\u8fbe\u52307.18\u4ebf\u7f8e\u5143\uff0c\u800c\u53bb\u5e74\u540c\u671f\u4e8f\u635f1.584\u4ebf\u7f8e\u5143\u3002\u8fd0\u8425\u8d39\u7528\u540c\u6bd4\u4e0b\u964d23%\u81f37.79\u4ebf\u7f8e\u5143\uff0c\u4e3b\u8981\u662f\u7531\u4e8e\u5176\u88c1\u5458\u548c\u51fa\u552e\u5176\u7269\u6d41\u4e1a\u52a1\u3002Shopify\u53d6\u5f97\u5f3a\u52b2\u4e1a\u7ee9\u7684\u540c\u65f6\uff0c\u8fd8\u91c7\u53d6\u4e86\u4e00\u4e9b\u6218\u7565\u4e3e\u63aa\uff0c\u5305\u62ec\u88c1\u5458\u4ee5\u53ca\u4e0e\u4e9a\u9a6c\u900a\u548cFaire\u5408\u4f5c\u3002 \u4e0e\u4e9a\u9a6c\u900a\u5408\u4f5c\u3002Shopify\u5ba3\u5e03\u4e0e\u4e9a\u9a6c\u900a\u5efa\u7acb\u5f00\u653e\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\uff0c\u5141\u8bb8\u5176\u5546\u5bb6\u4f7f\u7528\u201c\u7528Prime\u4f1a\u5458\u8d2d\u4e70\u201d\u5e94\u7528\u7a0b\u5e8f\uff0c\u5728\u4e9a\u9a6c\u900a\u4ee5\u5916\u7684\u5e97\u9762\u4e0a\u83b7\u5f97\u5b8c\u6574\u7684\u7535\u5b50\u5546\u52a1\u4f53\u9a8c\u3002\u6240\u6709\u4f7f\u7528\u6216\u5bf9\u4e9a\u9a6c\u900a\u914d\u9001\u7f51\u7edc\u611f\u5174\u8da3\u7684\u5546\u5bb6\u90fd\u53ef\u4ee5\u4f7f\u7528\u8fd9\u9879\u5408\u4f5c\u3002Buy with Prime\u4f1a\u5458\u53ef\u4ee5\u4f7f\u7528\u4ed6\u4eec\u7684\u4e9a\u9a6c\u900a\u8d26\u6237\u5728\u975e\u4e9a\u9a6c\u900a\u7535\u5b50\u5546\u52a1\u7f51\u7ad9\u8d2d\u7269\uff0c\u7531\u4e9a\u9a6c\u900a\u8d1f\u8d23\u5b8c\u6210\u7ed3\u8d26\u3002\u8fd9\u4e00\u5408\u4f5c\u4e8e2023\u5e748\u6708\u5ba3\u5e03\uff0cShopify\u5e94\u7528\u7a0b\u5e8f\u63d0\u4f9b\u4e86\u66f4\u5bb9\u6613\u7684\u96c6\u6210\u548c\u76ee\u5f55\u540c\u6b65\u7b49\u9644\u52a0\u529f\u80fd\u3002\u6b64\u4e3e\u9488\u5bf9\u7684\u662f\u4e9a\u9a6c\u900a\u548cShopify\u4e0a\u8d8a\u6765\u8d8a\u591a\u7684\u5356\u5bb6\uff0c\u4e3a\u5728\u4e24\u4e2a\u5e73\u53f0\u4e0a\u90fd\u6709\u4e1a\u52a1\u7684\u54c1\u724c\u63d0\u4f9b\u4e86\u7b80\u5316\u7684\u4f53\u9a8c\u3002 23\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002\u6536\u5165\u589e\u957f\u81f317.1\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f24.8%\uff0c\u8d85\u51fa\u9884\u671f4,000\u4e07\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.24\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.10\u7f8e\u5143\u3002\u5728GAAP\u57fa\u7840\u4e0a\uff0c\u53d7\u7b2c\u56db\u5b63\u5ea6\u6536\u5165\u589e\u957f\u7684\u63a8\u52a8\uff0c\u9884\u8ba1\u5168\u5e74\u6536\u5165\u5c06\u540c\u6bd4\u589e\u957f25%\u5de6\u53f3\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) ^ Back\" \/>\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-27-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\u670827\u65e5: \u7802\u4e4b\u8239\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258 (SASSR SP), \u643a\u7a0b (9961 HK), \u5948\u98de (NFLX 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) \u4e2d\u56fd\u96f6\u552e\u5e02\u573a\u590d\u82cf\u3002\u5728\u5730\u65b9\u653f\u5e9c\u523a\u6fc0\u56fd\u5185\u6d88\u8d39\u63aa\u65bd\u7684\u652f\u6301\u4e0b\uff0c\u4e2d\u56fd\u96f6\u552e\u5e02\u573a\u572823\u5e74\u7b2c\u4e09\u5b63\u5ea6\u7ecf\u5386\u4e86\u5f3a\u52b2\u590d\u82cf\u3002\u5728\u5468\u5e74\u7eaa\u5ff5\u9500\u552e\u548c\u523a\u6fc0\u6d88\u8d39\u4e3e\u63aa\u7684\u63a8\u52a8\u4e0b\uff0c\u4ee5\u4eba\u6c11\u5e01\u8ba1\u7b97\u7684\u95e8\u5e97\u603b\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f18.9%\uff0c\u521b\u4e0b\u4e0a\u5e02\u4ee5\u6765\u7684\u5386\u53f2\u65b0\u9ad8\u3002 23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u8868\u73b0\u5f3a\u52b2\u3002\u5c3d\u7ba1\u6bcf\u5355\u4f4d\u603b\u53ef\u5206\u914d\u6536\u5165(DPU)\u540c\u6bd4\u4e0b\u964d17.7%\u81f31.512 Scts\uff0c\u4f46\u4e1a\u52a1\u8868\u73b0\u572823\u5e74\u7b2c\u4e09\u5b63\u5ea6\u663e\u793a\u51fa\u7a33\u5b9a\u7684\u5f39\u6027\u3002\u5728\u88ab\u538b\u6291\u7684\u9700\u6c42\u548c\u652f\u6301\u6027\u7684\u5730\u65b9\u63aa\u65bd\u7684\u63a8\u52a8\u4e0b\uff0c\u4ee5\u4eba\u6c11\u5e01\u8ba1\u7b97\u7684\u5965\u7279\u83b1\u65af\u9500\u552e\u989d\u73af\u6bd4\u589e\u957f15.9%\uff0c\u540c\u6bd4\u589e\u957f15.8%\u3002 \u7b2c\u4e09\u5b63\u5ea6\u4e1a\u52a1\u66f4\u65b0\u3002\u603b\u6536\u5165\u540c\u6bd4\u4e0b\u964d1.5%\u81f33030\u4e07\u65b0\u5143\u30029M23\u7684\u6536\u5165\u540c\u6bd4\u4e0b\u964d1.5%\u81f39290\u4e07\u65b0\u5143\u3002\u5c3d\u7ba1\u95e8\u5e97\u9500\u552e\u548cEMA\u79df\u91d1\u6536\u5165\u572823\u5e74\u7b2c\u4e09\u5b63\u5ea6\u548c23\u5e74\u7b2c9\u5b63\u5ea6\u5747\u6709\u6240\u589e\u957f\uff0c\u4f46\u6536\u5165\u4e0b\u964d\u662f\u7531\u4e8e\u4eba\u6c11\u5e01\u5151\u65b0\u5143\u75b2\u8f6f\u6240\u81f4\u3002 \u5e02\u573a\u5171\u8bc6\u3002\u6211\u4eec\u7684\u57fa\u672c\u80a1\u8bc4\u7ea7\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a1.05\u65b0\u5143\u3002\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb\u62a5\u544a\u5168\u6587\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Deloitte Consumer Industry Center) Prediction of holiday consumption (Source: National Retail Federation) \u79ef\u6781\u4e1a\u7ee9\u548c\u6210\u672c\u7ec6\u5316\u3002Shopify\u7b2c\u4e09\u5b63\u5ea6\u8868\u73b0\u5f3a\u52b2\uff0c\u8d85\u51fa\u9884\u671f\u3002\u5728\u7b2c\u56db\u5b63\u5ea6\u5f3a\u52b2\u8868\u73b0\u7684\u63a8\u52a8\u4e0b\uff0cShopify\u9884\u8ba12023\u5e74\u7684\u8425\u6536\u540c\u6bd4\u589e\u957f\u7387\u5c06\u8fbe\u523020%\u5de6\u53f3\u3002\u8be5\u5b63\u5ea6\u7684GMV\u589e\u957f\u4e8622%\uff0c\u8fbe\u5230562\u4ebf\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u7684\u51c0\u6536\u5165\u8fbe\u52307.18\u4ebf\u7f8e\u5143\uff0c\u800c\u53bb\u5e74\u540c\u671f\u4e8f\u635f1.584\u4ebf\u7f8e\u5143\u3002\u8fd0\u8425\u8d39\u7528\u540c\u6bd4\u4e0b\u964d23%\u81f37.79\u4ebf\u7f8e\u5143\uff0c\u4e3b\u8981\u662f\u7531\u4e8e\u5176\u88c1\u5458\u548c\u51fa\u552e\u5176\u7269\u6d41\u4e1a\u52a1\u3002Shopify\u53d6\u5f97\u5f3a\u52b2\u4e1a\u7ee9\u7684\u540c\u65f6\uff0c\u8fd8\u91c7\u53d6\u4e86\u4e00\u4e9b\u6218\u7565\u4e3e\u63aa\uff0c\u5305\u62ec\u88c1\u5458\u4ee5\u53ca\u4e0e\u4e9a\u9a6c\u900a\u548cFaire\u5408\u4f5c\u3002 \u4e0e\u4e9a\u9a6c\u900a\u5408\u4f5c\u3002Shopify\u5ba3\u5e03\u4e0e\u4e9a\u9a6c\u900a\u5efa\u7acb\u5f00\u653e\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\uff0c\u5141\u8bb8\u5176\u5546\u5bb6\u4f7f\u7528\u201c\u7528Prime\u4f1a\u5458\u8d2d\u4e70\u201d\u5e94\u7528\u7a0b\u5e8f\uff0c\u5728\u4e9a\u9a6c\u900a\u4ee5\u5916\u7684\u5e97\u9762\u4e0a\u83b7\u5f97\u5b8c\u6574\u7684\u7535\u5b50\u5546\u52a1\u4f53\u9a8c\u3002\u6240\u6709\u4f7f\u7528\u6216\u5bf9\u4e9a\u9a6c\u900a\u914d\u9001\u7f51\u7edc\u611f\u5174\u8da3\u7684\u5546\u5bb6\u90fd\u53ef\u4ee5\u4f7f\u7528\u8fd9\u9879\u5408\u4f5c\u3002Buy with Prime\u4f1a\u5458\u53ef\u4ee5\u4f7f\u7528\u4ed6\u4eec\u7684\u4e9a\u9a6c\u900a\u8d26\u6237\u5728\u975e\u4e9a\u9a6c\u900a\u7535\u5b50\u5546\u52a1\u7f51\u7ad9\u8d2d\u7269\uff0c\u7531\u4e9a\u9a6c\u900a\u8d1f\u8d23\u5b8c\u6210\u7ed3\u8d26\u3002\u8fd9\u4e00\u5408\u4f5c\u4e8e2023\u5e748\u6708\u5ba3\u5e03\uff0cShopify\u5e94\u7528\u7a0b\u5e8f\u63d0\u4f9b\u4e86\u66f4\u5bb9\u6613\u7684\u96c6\u6210\u548c\u76ee\u5f55\u540c\u6b65\u7b49\u9644\u52a0\u529f\u80fd\u3002\u6b64\u4e3e\u9488\u5bf9\u7684\u662f\u4e9a\u9a6c\u900a\u548cShopify\u4e0a\u8d8a\u6765\u8d8a\u591a\u7684\u5356\u5bb6\uff0c\u4e3a\u5728\u4e24\u4e2a\u5e73\u53f0\u4e0a\u90fd\u6709\u4e1a\u52a1\u7684\u54c1\u724c\u63d0\u4f9b\u4e86\u7b80\u5316\u7684\u4f53\u9a8c\u3002 23\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002\u6536\u5165\u589e\u957f\u81f317.1\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f24.8%\uff0c\u8d85\u51fa\u9884\u671f4,000\u4e07\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.24\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.10\u7f8e\u5143\u3002\u5728GAAP\u57fa\u7840\u4e0a\uff0c\u53d7\u7b2c\u56db\u5b63\u5ea6\u6536\u5165\u589e\u957f\u7684\u63a8\u52a8\uff0c\u9884\u8ba1\u5168\u5e74\u6536\u5165\u5c06\u540c\u6bd4\u589e\u957f25%\u5de6\u53f3\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) ^ Back\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-27-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=\"2023-11-26T23:54:00+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2023-11-27T02:31:31+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2023\u5e7411\u670827\u65e5: \u7802\u4e4b\u8239\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258 (SASSR SP), \u643a\u7a0b (9961 HK), \u5948\u98de (NFLX 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) \u4e2d\u56fd\u96f6\u552e\u5e02\u573a\u590d\u82cf\u3002\u5728\u5730\u65b9\u653f\u5e9c\u523a\u6fc0\u56fd\u5185\u6d88\u8d39\u63aa\u65bd\u7684\u652f\u6301\u4e0b\uff0c\u4e2d\u56fd\u96f6\u552e\u5e02\u573a\u572823\u5e74\u7b2c\u4e09\u5b63\u5ea6\u7ecf\u5386\u4e86\u5f3a\u52b2\u590d\u82cf\u3002\u5728\u5468\u5e74\u7eaa\u5ff5\u9500\u552e\u548c\u523a\u6fc0\u6d88\u8d39\u4e3e\u63aa\u7684\u63a8\u52a8\u4e0b\uff0c\u4ee5\u4eba\u6c11\u5e01\u8ba1\u7b97\u7684\u95e8\u5e97\u603b\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f18.9%\uff0c\u521b\u4e0b\u4e0a\u5e02\u4ee5\u6765\u7684\u5386\u53f2\u65b0\u9ad8\u3002 23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u8868\u73b0\u5f3a\u52b2\u3002\u5c3d\u7ba1\u6bcf\u5355\u4f4d\u603b\u53ef\u5206\u914d\u6536\u5165(DPU)\u540c\u6bd4\u4e0b\u964d17.7%\u81f31.512 Scts\uff0c\u4f46\u4e1a\u52a1\u8868\u73b0\u572823\u5e74\u7b2c\u4e09\u5b63\u5ea6\u663e\u793a\u51fa\u7a33\u5b9a\u7684\u5f39\u6027\u3002\u5728\u88ab\u538b\u6291\u7684\u9700\u6c42\u548c\u652f\u6301\u6027\u7684\u5730\u65b9\u63aa\u65bd\u7684\u63a8\u52a8\u4e0b\uff0c\u4ee5\u4eba\u6c11\u5e01\u8ba1\u7b97\u7684\u5965\u7279\u83b1\u65af\u9500\u552e\u989d\u73af\u6bd4\u589e\u957f15.9%\uff0c\u540c\u6bd4\u589e\u957f15.8%\u3002 \u7b2c\u4e09\u5b63\u5ea6\u4e1a\u52a1\u66f4\u65b0\u3002\u603b\u6536\u5165\u540c\u6bd4\u4e0b\u964d1.5%\u81f33030\u4e07\u65b0\u5143\u30029M23\u7684\u6536\u5165\u540c\u6bd4\u4e0b\u964d1.5%\u81f39290\u4e07\u65b0\u5143\u3002\u5c3d\u7ba1\u95e8\u5e97\u9500\u552e\u548cEMA\u79df\u91d1\u6536\u5165\u572823\u5e74\u7b2c\u4e09\u5b63\u5ea6\u548c23\u5e74\u7b2c9\u5b63\u5ea6\u5747\u6709\u6240\u589e\u957f\uff0c\u4f46\u6536\u5165\u4e0b\u964d\u662f\u7531\u4e8e\u4eba\u6c11\u5e01\u5151\u65b0\u5143\u75b2\u8f6f\u6240\u81f4\u3002 \u5e02\u573a\u5171\u8bc6\u3002\u6211\u4eec\u7684\u57fa\u672c\u80a1\u8bc4\u7ea7\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a1.05\u65b0\u5143\u3002\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb\u62a5\u544a\u5168\u6587\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Deloitte Consumer Industry Center) Prediction of holiday consumption (Source: National Retail Federation) \u79ef\u6781\u4e1a\u7ee9\u548c\u6210\u672c\u7ec6\u5316\u3002Shopify\u7b2c\u4e09\u5b63\u5ea6\u8868\u73b0\u5f3a\u52b2\uff0c\u8d85\u51fa\u9884\u671f\u3002\u5728\u7b2c\u56db\u5b63\u5ea6\u5f3a\u52b2\u8868\u73b0\u7684\u63a8\u52a8\u4e0b\uff0cShopify\u9884\u8ba12023\u5e74\u7684\u8425\u6536\u540c\u6bd4\u589e\u957f\u7387\u5c06\u8fbe\u523020%\u5de6\u53f3\u3002\u8be5\u5b63\u5ea6\u7684GMV\u589e\u957f\u4e8622%\uff0c\u8fbe\u5230562\u4ebf\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u7684\u51c0\u6536\u5165\u8fbe\u52307.18\u4ebf\u7f8e\u5143\uff0c\u800c\u53bb\u5e74\u540c\u671f\u4e8f\u635f1.584\u4ebf\u7f8e\u5143\u3002\u8fd0\u8425\u8d39\u7528\u540c\u6bd4\u4e0b\u964d23%\u81f37.79\u4ebf\u7f8e\u5143\uff0c\u4e3b\u8981\u662f\u7531\u4e8e\u5176\u88c1\u5458\u548c\u51fa\u552e\u5176\u7269\u6d41\u4e1a\u52a1\u3002Shopify\u53d6\u5f97\u5f3a\u52b2\u4e1a\u7ee9\u7684\u540c\u65f6\uff0c\u8fd8\u91c7\u53d6\u4e86\u4e00\u4e9b\u6218\u7565\u4e3e\u63aa\uff0c\u5305\u62ec\u88c1\u5458\u4ee5\u53ca\u4e0e\u4e9a\u9a6c\u900a\u548cFaire\u5408\u4f5c\u3002 \u4e0e\u4e9a\u9a6c\u900a\u5408\u4f5c\u3002Shopify\u5ba3\u5e03\u4e0e\u4e9a\u9a6c\u900a\u5efa\u7acb\u5f00\u653e\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\uff0c\u5141\u8bb8\u5176\u5546\u5bb6\u4f7f\u7528\u201c\u7528Prime\u4f1a\u5458\u8d2d\u4e70\u201d\u5e94\u7528\u7a0b\u5e8f\uff0c\u5728\u4e9a\u9a6c\u900a\u4ee5\u5916\u7684\u5e97\u9762\u4e0a\u83b7\u5f97\u5b8c\u6574\u7684\u7535\u5b50\u5546\u52a1\u4f53\u9a8c\u3002\u6240\u6709\u4f7f\u7528\u6216\u5bf9\u4e9a\u9a6c\u900a\u914d\u9001\u7f51\u7edc\u611f\u5174\u8da3\u7684\u5546\u5bb6\u90fd\u53ef\u4ee5\u4f7f\u7528\u8fd9\u9879\u5408\u4f5c\u3002Buy with Prime\u4f1a\u5458\u53ef\u4ee5\u4f7f\u7528\u4ed6\u4eec\u7684\u4e9a\u9a6c\u900a\u8d26\u6237\u5728\u975e\u4e9a\u9a6c\u900a\u7535\u5b50\u5546\u52a1\u7f51\u7ad9\u8d2d\u7269\uff0c\u7531\u4e9a\u9a6c\u900a\u8d1f\u8d23\u5b8c\u6210\u7ed3\u8d26\u3002\u8fd9\u4e00\u5408\u4f5c\u4e8e2023\u5e748\u6708\u5ba3\u5e03\uff0cShopify\u5e94\u7528\u7a0b\u5e8f\u63d0\u4f9b\u4e86\u66f4\u5bb9\u6613\u7684\u96c6\u6210\u548c\u76ee\u5f55\u540c\u6b65\u7b49\u9644\u52a0\u529f\u80fd\u3002\u6b64\u4e3e\u9488\u5bf9\u7684\u662f\u4e9a\u9a6c\u900a\u548cShopify\u4e0a\u8d8a\u6765\u8d8a\u591a\u7684\u5356\u5bb6\uff0c\u4e3a\u5728\u4e24\u4e2a\u5e73\u53f0\u4e0a\u90fd\u6709\u4e1a\u52a1\u7684\u54c1\u724c\u63d0\u4f9b\u4e86\u7b80\u5316\u7684\u4f53\u9a8c\u3002 23\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002\u6536\u5165\u589e\u957f\u81f317.1\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f24.8%\uff0c\u8d85\u51fa\u9884\u671f4,000\u4e07\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.24\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.10\u7f8e\u5143\u3002\u5728GAAP\u57fa\u7840\u4e0a\uff0c\u53d7\u7b2c\u56db\u5b63\u5ea6\u6536\u5165\u589e\u957f\u7684\u63a8\u52a8\uff0c\u9884\u8ba1\u5168\u5e74\u6536\u5165\u5c06\u540c\u6bd4\u589e\u957f25%\u5de6\u53f3\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) ^ Back\" \/>\n\t\t<meta name=\"twitter:image\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<script type=\"application\/ld+json\" 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\\u4ea4\\u6613\\u9f99\\u864e\\u699c \\u7f8e\\u56fd \\u9999\\u6e2f ^ Back To Top (Source: Bloomberg) \\u4e2d\\u56fd\\u96f6\\u552e\\u5e02\\u573a\\u590d\\u82cf\\u3002\\u5728\\u5730\\u65b9\\u653f\\u5e9c\\u523a\\u6fc0\\u56fd\\u5185\\u6d88\\u8d39\\u63aa\\u65bd\\u7684\\u652f\\u6301\\u4e0b\\uff0c\\u4e2d\\u56fd\\u96f6\\u552e\\u5e02\\u573a\\u572823\\u5e74\\u7b2c\\u4e09\\u5b63\\u5ea6\\u7ecf\\u5386\\u4e86\\u5f3a\\u52b2\\u590d\\u82cf\\u3002\\u5728\\u5468\\u5e74\\u7eaa\\u5ff5\\u9500\\u552e\\u548c\\u523a\\u6fc0\\u6d88\\u8d39\\u4e3e\\u63aa\\u7684\\u63a8\\u52a8\\u4e0b\\uff0c\\u4ee5\\u4eba\\u6c11\\u5e01\\u8ba1\\u7b97\\u7684\\u95e8\\u5e97\\u603b\\u9500\\u552e\\u989d\\u540c\\u6bd4\\u589e\\u957f18.9%\\uff0c\\u521b\\u4e0b\\u4e0a\\u5e02\\u4ee5\\u6765\\u7684\\u5386\\u53f2\\u65b0\\u9ad8\\u3002 23\\u5e74\\u7b2c\\u4e09\\u5b63\\u5ea6\\u8868\\u73b0\\u5f3a\\u52b2\\u3002\\u5c3d\\u7ba1\\u6bcf\\u5355\\u4f4d\\u603b\\u53ef\\u5206\\u914d\\u6536\\u5165(DPU)\\u540c\\u6bd4\\u4e0b\\u964d17.7%\\u81f31.512 Scts\\uff0c\\u4f46\\u4e1a\\u52a1\\u8868\\u73b0\\u572823\\u5e74\\u7b2c\\u4e09\\u5b63\\u5ea6\\u663e\\u793a\\u51fa\\u7a33\\u5b9a\\u7684\\u5f39\\u6027\\u3002\\u5728\\u88ab\\u538b\\u6291\\u7684\\u9700\\u6c42\\u548c\\u652f\\u6301\\u6027\\u7684\\u5730\\u65b9\\u63aa\\u65bd\\u7684\\u63a8\\u52a8\\u4e0b\\uff0c\\u4ee5\\u4eba\\u6c11\\u5e01\\u8ba1\\u7b97\\u7684\\u5965\\u7279\\u83b1\\u65af\\u9500\\u552e\\u989d\\u73af\\u6bd4\\u589e\\u957f15.9%\\uff0c\\u540c\\u6bd4\\u589e\\u957f15.8%\\u3002 \\u7b2c\\u4e09\\u5b63\\u5ea6\\u4e1a\\u52a1\\u66f4\\u65b0\\u3002\\u603b\\u6536\\u5165\\u540c\\u6bd4\\u4e0b\\u964d1.5%\\u81f33030\\u4e07\\u65b0\\u5143\\u30029M23\\u7684\\u6536\\u5165\\u540c\\u6bd4\\u4e0b\\u964d1.5%\\u81f39290\\u4e07\\u65b0\\u5143\\u3002\\u5c3d\\u7ba1\\u95e8\\u5e97\\u9500\\u552e\\u548cEMA\\u79df\\u91d1\\u6536\\u5165\\u572823\\u5e74\\u7b2c\\u4e09\\u5b63\\u5ea6\\u548c23\\u5e74\\u7b2c9\\u5b63\\u5ea6\\u5747\\u6709\\u6240\\u589e\\u957f\\uff0c\\u4f46\\u6536\\u5165\\u4e0b\\u964d\\u662f\\u7531\\u4e8e\\u4eba\\u6c11\\u5e01\\u5151\\u65b0\\u5143\\u75b2\\u8f6f\\u6240\\u81f4\\u3002 \\u5e02\\u573a\\u5171\\u8bc6\\u3002\\u6211\\u4eec\\u7684\\u57fa\\u672c\\u80a1\\u8bc4\\u7ea7\\u4e3a\\u4e70\\u5165\\uff0c\\u76ee\\u6807\\u80a1\\u4ef7\\u4e3a1.05\\u65b0\\u5143\\u3002\\u8bf7\\u5728\\u8fd9\\u91cc\\u9605\\u8bfb\\u62a5\\u544a\\u5168\\u6587\\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Deloitte Consumer Industry Center) Prediction of holiday consumption (Source: National Retail Federation) \\u79ef\\u6781\\u4e1a\\u7ee9\\u548c\\u6210\\u672c\\u7ec6\\u5316\\u3002Shopify\\u7b2c\\u4e09\\u5b63\\u5ea6\\u8868\\u73b0\\u5f3a\\u52b2\\uff0c\\u8d85\\u51fa\\u9884\\u671f\\u3002\\u5728\\u7b2c\\u56db\\u5b63\\u5ea6\\u5f3a\\u52b2\\u8868\\u73b0\\u7684\\u63a8\\u52a8\\u4e0b\\uff0cShopify\\u9884\\u8ba12023\\u5e74\\u7684\\u8425\\u6536\\u540c\\u6bd4\\u589e\\u957f\\u7387\\u5c06\\u8fbe\\u523020%\\u5de6\\u53f3\\u3002\\u8be5\\u5b63\\u5ea6\\u7684GMV\\u589e\\u957f\\u4e8622%\\uff0c\\u8fbe\\u5230562\\u4ebf\\u7f8e\\u5143\\u3002\\u8be5\\u516c\\u53f8\\u7684\\u51c0\\u6536\\u5165\\u8fbe\\u52307.18\\u4ebf\\u7f8e\\u5143\\uff0c\\u800c\\u53bb\\u5e74\\u540c\\u671f\\u4e8f\\u635f1.584\\u4ebf\\u7f8e\\u5143\\u3002\\u8fd0\\u8425\\u8d39\\u7528\\u540c\\u6bd4\\u4e0b\\u964d23%\\u81f37.79\\u4ebf\\u7f8e\\u5143\\uff0c\\u4e3b\\u8981\\u662f\\u7531\\u4e8e\\u5176\\u88c1\\u5458\\u548c\\u51fa\\u552e\\u5176\\u7269\\u6d41\\u4e1a\\u52a1\\u3002Shopify\\u53d6\\u5f97\\u5f3a\\u52b2\\u4e1a\\u7ee9\\u7684\\u540c\\u65f6\\uff0c\\u8fd8\\u91c7\\u53d6\\u4e86\\u4e00\\u4e9b\\u6218\\u7565\\u4e3e\\u63aa\\uff0c\\u5305\\u62ec\\u88c1\\u5458\\u4ee5\\u53ca\\u4e0e\\u4e9a\\u9a6c\\u900a\\u548cFaire\\u5408\\u4f5c\\u3002 \\u4e0e\\u4e9a\\u9a6c\\u900a\\u5408\\u4f5c\\u3002Shopify\\u5ba3\\u5e03\\u4e0e\\u4e9a\\u9a6c\\u900a\\u5efa\\u7acb\\u5f00\\u653e\\u5408\\u4f5c\\u4f19\\u4f34\\u5173\\u7cfb\\uff0c\\u5141\\u8bb8\\u5176\\u5546\\u5bb6\\u4f7f\\u7528\\u201c\\u7528Prime\\u4f1a\\u5458\\u8d2d\\u4e70\\u201d\\u5e94\\u7528\\u7a0b\\u5e8f\\uff0c\\u5728\\u4e9a\\u9a6c\\u900a\\u4ee5\\u5916\\u7684\\u5e97\\u9762\\u4e0a\\u83b7\\u5f97\\u5b8c\\u6574\\u7684\\u7535\\u5b50\\u5546\\u52a1\\u4f53\\u9a8c\\u3002\\u6240\\u6709\\u4f7f\\u7528\\u6216\\u5bf9\\u4e9a\\u9a6c\\u900a\\u914d\\u9001\\u7f51\\u7edc\\u611f\\u5174\\u8da3\\u7684\\u5546\\u5bb6\\u90fd\\u53ef\\u4ee5\\u4f7f\\u7528\\u8fd9\\u9879\\u5408\\u4f5c\\u3002Buy with Prime\\u4f1a\\u5458\\u53ef\\u4ee5\\u4f7f\\u7528\\u4ed6\\u4eec\\u7684\\u4e9a\\u9a6c\\u900a\\u8d26\\u6237\\u5728\\u975e\\u4e9a\\u9a6c\\u900a\\u7535\\u5b50\\u5546\\u52a1\\u7f51\\u7ad9\\u8d2d\\u7269\\uff0c\\u7531\\u4e9a\\u9a6c\\u900a\\u8d1f\\u8d23\\u5b8c\\u6210\\u7ed3\\u8d26\\u3002\\u8fd9\\u4e00\\u5408\\u4f5c\\u4e8e2023\\u5e748\\u6708\\u5ba3\\u5e03\\uff0cShopify\\u5e94\\u7528\\u7a0b\\u5e8f\\u63d0\\u4f9b\\u4e86\\u66f4\\u5bb9\\u6613\\u7684\\u96c6\\u6210\\u548c\\u76ee\\u5f55\\u540c\\u6b65\\u7b49\\u9644\\u52a0\\u529f\\u80fd\\u3002\\u6b64\\u4e3e\\u9488\\u5bf9\\u7684\\u662f\\u4e9a\\u9a6c\\u900a\\u548cShopify\\u4e0a\\u8d8a\\u6765\\u8d8a\\u591a\\u7684\\u5356\\u5bb6\\uff0c\\u4e3a\\u5728\\u4e24\\u4e2a\\u5e73\\u53f0\\u4e0a\\u90fd\\u6709\\u4e1a\\u52a1\\u7684\\u54c1\\u724c\\u63d0\\u4f9b\\u4e86\\u7b80\\u5316\\u7684\\u4f53\\u9a8c\\u3002 23\\u8d22\\u5e74\\u7b2c\\u4e09\\u5b63\\u5ea6\\u4e1a\\u7ee9\\u3002\\u6536\\u5165\\u589e\\u957f\\u81f317.1\\u4ebf\\u7f8e\\u5143\\uff0c\\u540c\\u6bd4\\u589e\\u957f24.8%\\uff0c\\u8d85\\u51fa\\u9884\\u671f4,000\\u4e07\\u7f8e\\u5143\\u3002Non-GAAP\\u6bcf\\u80a1\\u6536\\u76ca\\u4e3a0.24\\u7f8e\\u5143\\uff0c\\u6bd4\\u9884\\u671f\\u9ad8\\u51fa0.10\\u7f8e\\u5143\\u3002\\u5728GAAP\\u57fa\\u7840\\u4e0a\\uff0c\\u53d7\\u7b2c\\u56db\\u5b63\\u5ea6\\u6536\\u5165\\u589e\\u957f\\u7684\\u63a8\\u52a8\\uff0c\\u9884\\u8ba1\\u5168\\u5e74\\u6536\\u5165\\u5c06\\u540c\\u6bd4\\u589e\\u957f25%\\u5de6\\u53f3\\u3002 \\u5e02\\u573a\\u5171\\u8bc6\\u3002 (Source: Bloomberg) ^ 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Singapore Research\",\"description\":\"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.\",\"inLanguage\":\"en-US\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\"}}]}\n\t\t<\/script>\n\t\t<!-- All in One SEO -->\n\n","aioseo_head_json":{"title":"2023\u5e7411\u670827\u65e5: \u7802\u4e4b\u8239\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258 (SASSR SP), \u643a\u7a0b (9961 HK), \u5948\u98de (NFLX US) \u2022 KGI Singapore Research","description":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) \u4e2d\u56fd\u96f6\u552e\u5e02\u573a\u590d\u82cf\u3002\u5728\u5730\u65b9\u653f\u5e9c\u523a\u6fc0\u56fd\u5185\u6d88\u8d39\u63aa\u65bd\u7684\u652f\u6301\u4e0b\uff0c\u4e2d\u56fd\u96f6\u552e\u5e02\u573a\u572823\u5e74\u7b2c\u4e09\u5b63\u5ea6\u7ecf\u5386\u4e86\u5f3a\u52b2\u590d\u82cf\u3002\u5728\u5468\u5e74\u7eaa\u5ff5\u9500\u552e\u548c\u523a\u6fc0\u6d88\u8d39\u4e3e\u63aa\u7684\u63a8\u52a8\u4e0b\uff0c\u4ee5\u4eba\u6c11\u5e01\u8ba1\u7b97\u7684\u95e8\u5e97\u603b\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f18.9%\uff0c\u521b\u4e0b\u4e0a\u5e02\u4ee5\u6765\u7684\u5386\u53f2\u65b0\u9ad8\u3002 23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u8868\u73b0\u5f3a\u52b2\u3002\u5c3d\u7ba1\u6bcf\u5355\u4f4d\u603b\u53ef\u5206\u914d\u6536\u5165(DPU)\u540c\u6bd4\u4e0b\u964d17.7%\u81f31.512 Scts\uff0c\u4f46\u4e1a\u52a1\u8868\u73b0\u572823\u5e74\u7b2c\u4e09\u5b63\u5ea6\u663e\u793a\u51fa\u7a33\u5b9a\u7684\u5f39\u6027\u3002\u5728\u88ab\u538b\u6291\u7684\u9700\u6c42\u548c\u652f\u6301\u6027\u7684\u5730\u65b9\u63aa\u65bd\u7684\u63a8\u52a8\u4e0b\uff0c\u4ee5\u4eba\u6c11\u5e01\u8ba1\u7b97\u7684\u5965\u7279\u83b1\u65af\u9500\u552e\u989d\u73af\u6bd4\u589e\u957f15.9%\uff0c\u540c\u6bd4\u589e\u957f15.8%\u3002 \u7b2c\u4e09\u5b63\u5ea6\u4e1a\u52a1\u66f4\u65b0\u3002\u603b\u6536\u5165\u540c\u6bd4\u4e0b\u964d1.5%\u81f33030\u4e07\u65b0\u5143\u30029M23\u7684\u6536\u5165\u540c\u6bd4\u4e0b\u964d1.5%\u81f39290\u4e07\u65b0\u5143\u3002\u5c3d\u7ba1\u95e8\u5e97\u9500\u552e\u548cEMA\u79df\u91d1\u6536\u5165\u572823\u5e74\u7b2c\u4e09\u5b63\u5ea6\u548c23\u5e74\u7b2c9\u5b63\u5ea6\u5747\u6709\u6240\u589e\u957f\uff0c\u4f46\u6536\u5165\u4e0b\u964d\u662f\u7531\u4e8e\u4eba\u6c11\u5e01\u5151\u65b0\u5143\u75b2\u8f6f\u6240\u81f4\u3002 \u5e02\u573a\u5171\u8bc6\u3002\u6211\u4eec\u7684\u57fa\u672c\u80a1\u8bc4\u7ea7\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a1.05\u65b0\u5143\u3002\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb\u62a5\u544a\u5168\u6587\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Deloitte Consumer Industry Center) Prediction of holiday consumption (Source: National Retail Federation) \u79ef\u6781\u4e1a\u7ee9\u548c\u6210\u672c\u7ec6\u5316\u3002Shopify\u7b2c\u4e09\u5b63\u5ea6\u8868\u73b0\u5f3a\u52b2\uff0c\u8d85\u51fa\u9884\u671f\u3002\u5728\u7b2c\u56db\u5b63\u5ea6\u5f3a\u52b2\u8868\u73b0\u7684\u63a8\u52a8\u4e0b\uff0cShopify\u9884\u8ba12023\u5e74\u7684\u8425\u6536\u540c\u6bd4\u589e\u957f\u7387\u5c06\u8fbe\u523020%\u5de6\u53f3\u3002\u8be5\u5b63\u5ea6\u7684GMV\u589e\u957f\u4e8622%\uff0c\u8fbe\u5230562\u4ebf\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u7684\u51c0\u6536\u5165\u8fbe\u52307.18\u4ebf\u7f8e\u5143\uff0c\u800c\u53bb\u5e74\u540c\u671f\u4e8f\u635f1.584\u4ebf\u7f8e\u5143\u3002\u8fd0\u8425\u8d39\u7528\u540c\u6bd4\u4e0b\u964d23%\u81f37.79\u4ebf\u7f8e\u5143\uff0c\u4e3b\u8981\u662f\u7531\u4e8e\u5176\u88c1\u5458\u548c\u51fa\u552e\u5176\u7269\u6d41\u4e1a\u52a1\u3002Shopify\u53d6\u5f97\u5f3a\u52b2\u4e1a\u7ee9\u7684\u540c\u65f6\uff0c\u8fd8\u91c7\u53d6\u4e86\u4e00\u4e9b\u6218\u7565\u4e3e\u63aa\uff0c\u5305\u62ec\u88c1\u5458\u4ee5\u53ca\u4e0e\u4e9a\u9a6c\u900a\u548cFaire\u5408\u4f5c\u3002 \u4e0e\u4e9a\u9a6c\u900a\u5408\u4f5c\u3002Shopify\u5ba3\u5e03\u4e0e\u4e9a\u9a6c\u900a\u5efa\u7acb\u5f00\u653e\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\uff0c\u5141\u8bb8\u5176\u5546\u5bb6\u4f7f\u7528\u201c\u7528Prime\u4f1a\u5458\u8d2d\u4e70\u201d\u5e94\u7528\u7a0b\u5e8f\uff0c\u5728\u4e9a\u9a6c\u900a\u4ee5\u5916\u7684\u5e97\u9762\u4e0a\u83b7\u5f97\u5b8c\u6574\u7684\u7535\u5b50\u5546\u52a1\u4f53\u9a8c\u3002\u6240\u6709\u4f7f\u7528\u6216\u5bf9\u4e9a\u9a6c\u900a\u914d\u9001\u7f51\u7edc\u611f\u5174\u8da3\u7684\u5546\u5bb6\u90fd\u53ef\u4ee5\u4f7f\u7528\u8fd9\u9879\u5408\u4f5c\u3002Buy with Prime\u4f1a\u5458\u53ef\u4ee5\u4f7f\u7528\u4ed6\u4eec\u7684\u4e9a\u9a6c\u900a\u8d26\u6237\u5728\u975e\u4e9a\u9a6c\u900a\u7535\u5b50\u5546\u52a1\u7f51\u7ad9\u8d2d\u7269\uff0c\u7531\u4e9a\u9a6c\u900a\u8d1f\u8d23\u5b8c\u6210\u7ed3\u8d26\u3002\u8fd9\u4e00\u5408\u4f5c\u4e8e2023\u5e748\u6708\u5ba3\u5e03\uff0cShopify\u5e94\u7528\u7a0b\u5e8f\u63d0\u4f9b\u4e86\u66f4\u5bb9\u6613\u7684\u96c6\u6210\u548c\u76ee\u5f55\u540c\u6b65\u7b49\u9644\u52a0\u529f\u80fd\u3002\u6b64\u4e3e\u9488\u5bf9\u7684\u662f\u4e9a\u9a6c\u900a\u548cShopify\u4e0a\u8d8a\u6765\u8d8a\u591a\u7684\u5356\u5bb6\uff0c\u4e3a\u5728\u4e24\u4e2a\u5e73\u53f0\u4e0a\u90fd\u6709\u4e1a\u52a1\u7684\u54c1\u724c\u63d0\u4f9b\u4e86\u7b80\u5316\u7684\u4f53\u9a8c\u3002 23\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002\u6536\u5165\u589e\u957f\u81f317.1\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f24.8%\uff0c\u8d85\u51fa\u9884\u671f4,000\u4e07\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.24\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.10\u7f8e\u5143\u3002\u5728GAAP\u57fa\u7840\u4e0a\uff0c\u53d7\u7b2c\u56db\u5b63\u5ea6\u6536\u5165\u589e\u957f\u7684\u63a8\u52a8\uff0c\u9884\u8ba1\u5168\u5e74\u6536\u5165\u5c06\u540c\u6bd4\u589e\u957f25%\u5de6\u53f3\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) ^ Back","canonical_url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-27-nov-2023-zh\/","robots":"max-image-preview:large","keywords":"kgi daily trading ideas 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\u4e2d\u56fd\u96f6\u552e\u5e02\u573a\u590d\u82cf\u3002\u5728\u5730\u65b9\u653f\u5e9c\u523a\u6fc0\u56fd\u5185\u6d88\u8d39\u63aa\u65bd\u7684\u652f\u6301\u4e0b\uff0c\u4e2d\u56fd\u96f6\u552e\u5e02\u573a\u572823\u5e74\u7b2c\u4e09\u5b63\u5ea6\u7ecf\u5386\u4e86\u5f3a\u52b2\u590d\u82cf\u3002\u5728\u5468\u5e74\u7eaa\u5ff5\u9500\u552e\u548c\u523a\u6fc0\u6d88\u8d39\u4e3e\u63aa\u7684\u63a8\u52a8\u4e0b\uff0c\u4ee5\u4eba\u6c11\u5e01\u8ba1\u7b97\u7684\u95e8\u5e97\u603b\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f18.9%\uff0c\u521b\u4e0b\u4e0a\u5e02\u4ee5\u6765\u7684\u5386\u53f2\u65b0\u9ad8\u3002 23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u8868\u73b0\u5f3a\u52b2\u3002\u5c3d\u7ba1\u6bcf\u5355\u4f4d\u603b\u53ef\u5206\u914d\u6536\u5165(DPU)\u540c\u6bd4\u4e0b\u964d17.7%\u81f31.512 Scts\uff0c\u4f46\u4e1a\u52a1\u8868\u73b0\u572823\u5e74\u7b2c\u4e09\u5b63\u5ea6\u663e\u793a\u51fa\u7a33\u5b9a\u7684\u5f39\u6027\u3002\u5728\u88ab\u538b\u6291\u7684\u9700\u6c42\u548c\u652f\u6301\u6027\u7684\u5730\u65b9\u63aa\u65bd\u7684\u63a8\u52a8\u4e0b\uff0c\u4ee5\u4eba\u6c11\u5e01\u8ba1\u7b97\u7684\u5965\u7279\u83b1\u65af\u9500\u552e\u989d\u73af\u6bd4\u589e\u957f15.9%\uff0c\u540c\u6bd4\u589e\u957f15.8%\u3002 \u7b2c\u4e09\u5b63\u5ea6\u4e1a\u52a1\u66f4\u65b0\u3002\u603b\u6536\u5165\u540c\u6bd4\u4e0b\u964d1.5%\u81f33030\u4e07\u65b0\u5143\u30029M23\u7684\u6536\u5165\u540c\u6bd4\u4e0b\u964d1.5%\u81f39290\u4e07\u65b0\u5143\u3002\u5c3d\u7ba1\u95e8\u5e97\u9500\u552e\u548cEMA\u79df\u91d1\u6536\u5165\u572823\u5e74\u7b2c\u4e09\u5b63\u5ea6\u548c23\u5e74\u7b2c9\u5b63\u5ea6\u5747\u6709\u6240\u589e\u957f\uff0c\u4f46\u6536\u5165\u4e0b\u964d\u662f\u7531\u4e8e\u4eba\u6c11\u5e01\u5151\u65b0\u5143\u75b2\u8f6f\u6240\u81f4\u3002 \u5e02\u573a\u5171\u8bc6\u3002\u6211\u4eec\u7684\u57fa\u672c\u80a1\u8bc4\u7ea7\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a1.05\u65b0\u5143\u3002\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb\u62a5\u544a\u5168\u6587\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Deloitte Consumer Industry Center) Prediction of holiday consumption (Source: National Retail Federation) 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\u4e0e\u4e9a\u9a6c\u900a\u5408\u4f5c\u3002Shopify\u5ba3\u5e03\u4e0e\u4e9a\u9a6c\u900a\u5efa\u7acb\u5f00\u653e\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\uff0c\u5141\u8bb8\u5176\u5546\u5bb6\u4f7f\u7528\u201c\u7528Prime\u4f1a\u5458\u8d2d\u4e70\u201d\u5e94\u7528\u7a0b\u5e8f\uff0c\u5728\u4e9a\u9a6c\u900a\u4ee5\u5916\u7684\u5e97\u9762\u4e0a\u83b7\u5f97\u5b8c\u6574\u7684\u7535\u5b50\u5546\u52a1\u4f53\u9a8c\u3002\u6240\u6709\u4f7f\u7528\u6216\u5bf9\u4e9a\u9a6c\u900a\u914d\u9001\u7f51\u7edc\u611f\u5174\u8da3\u7684\u5546\u5bb6\u90fd\u53ef\u4ee5\u4f7f\u7528\u8fd9\u9879\u5408\u4f5c\u3002Buy with Prime\u4f1a\u5458\u53ef\u4ee5\u4f7f\u7528\u4ed6\u4eec\u7684\u4e9a\u9a6c\u900a\u8d26\u6237\u5728\u975e\u4e9a\u9a6c\u900a\u7535\u5b50\u5546\u52a1\u7f51\u7ad9\u8d2d\u7269\uff0c\u7531\u4e9a\u9a6c\u900a\u8d1f\u8d23\u5b8c\u6210\u7ed3\u8d26\u3002\u8fd9\u4e00\u5408\u4f5c\u4e8e2023\u5e748\u6708\u5ba3\u5e03\uff0cShopify\u5e94\u7528\u7a0b\u5e8f\u63d0\u4f9b\u4e86\u66f4\u5bb9\u6613\u7684\u96c6\u6210\u548c\u76ee\u5f55\u540c\u6b65\u7b49\u9644\u52a0\u529f\u80fd\u3002\u6b64\u4e3e\u9488\u5bf9\u7684\u662f\u4e9a\u9a6c\u900a\u548cShopify\u4e0a\u8d8a\u6765\u8d8a\u591a\u7684\u5356\u5bb6\uff0c\u4e3a\u5728\u4e24\u4e2a\u5e73\u53f0\u4e0a\u90fd\u6709\u4e1a\u52a1\u7684\u54c1\u724c\u63d0\u4f9b\u4e86\u7b80\u5316\u7684\u4f53\u9a8c\u3002 23\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002\u6536\u5165\u589e\u957f\u81f317.1\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f24.8%\uff0c\u8d85\u51fa\u9884\u671f4,000\u4e07\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.24\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.10\u7f8e\u5143\u3002\u5728GAAP\u57fa\u7840\u4e0a\uff0c\u53d7\u7b2c\u56db\u5b63\u5ea6\u6536\u5165\u589e\u957f\u7684\u63a8\u52a8\uff0c\u9884\u8ba1\u5168\u5e74\u6536\u5165\u5c06\u540c\u6bd4\u589e\u957f25%\u5de6\u53f3\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) ^ Back","inLanguage":"en-US","isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/#website"},"breadcrumb":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-27-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\/2022\/05\/Thumbnail_Stocks.jpg?wsr","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-27-nov-2023-zh\/#mainImage","width":282,"height":179},"primaryImageOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-27-nov-2023-zh\/#mainImage"},"datePublished":"2023-11-27T07:54:00+08:00","dateModified":"2023-11-27T10:31:31+08:00"},{"@type":"WebSite","@id":"https:\/\/www.kgieworld.sg\/research\/#website","url":"https:\/\/www.kgieworld.sg\/research\/","name":"KGI Singapore 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\u4e2d\u56fd\u96f6\u552e\u5e02\u573a\u590d\u82cf\u3002\u5728\u5730\u65b9\u653f\u5e9c\u523a\u6fc0\u56fd\u5185\u6d88\u8d39\u63aa\u65bd\u7684\u652f\u6301\u4e0b\uff0c\u4e2d\u56fd\u96f6\u552e\u5e02\u573a\u572823\u5e74\u7b2c\u4e09\u5b63\u5ea6\u7ecf\u5386\u4e86\u5f3a\u52b2\u590d\u82cf\u3002\u5728\u5468\u5e74\u7eaa\u5ff5\u9500\u552e\u548c\u523a\u6fc0\u6d88\u8d39\u4e3e\u63aa\u7684\u63a8\u52a8\u4e0b\uff0c\u4ee5\u4eba\u6c11\u5e01\u8ba1\u7b97\u7684\u95e8\u5e97\u603b\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f18.9%\uff0c\u521b\u4e0b\u4e0a\u5e02\u4ee5\u6765\u7684\u5386\u53f2\u65b0\u9ad8\u3002 23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u8868\u73b0\u5f3a\u52b2\u3002\u5c3d\u7ba1\u6bcf\u5355\u4f4d\u603b\u53ef\u5206\u914d\u6536\u5165(DPU)\u540c\u6bd4\u4e0b\u964d17.7%\u81f31.512 Scts\uff0c\u4f46\u4e1a\u52a1\u8868\u73b0\u572823\u5e74\u7b2c\u4e09\u5b63\u5ea6\u663e\u793a\u51fa\u7a33\u5b9a\u7684\u5f39\u6027\u3002\u5728\u88ab\u538b\u6291\u7684\u9700\u6c42\u548c\u652f\u6301\u6027\u7684\u5730\u65b9\u63aa\u65bd\u7684\u63a8\u52a8\u4e0b\uff0c\u4ee5\u4eba\u6c11\u5e01\u8ba1\u7b97\u7684\u5965\u7279\u83b1\u65af\u9500\u552e\u989d\u73af\u6bd4\u589e\u957f15.9%\uff0c\u540c\u6bd4\u589e\u957f15.8%\u3002 \u7b2c\u4e09\u5b63\u5ea6\u4e1a\u52a1\u66f4\u65b0\u3002\u603b\u6536\u5165\u540c\u6bd4\u4e0b\u964d1.5%\u81f33030\u4e07\u65b0\u5143\u30029M23\u7684\u6536\u5165\u540c\u6bd4\u4e0b\u964d1.5%\u81f39290\u4e07\u65b0\u5143\u3002\u5c3d\u7ba1\u95e8\u5e97\u9500\u552e\u548cEMA\u79df\u91d1\u6536\u5165\u572823\u5e74\u7b2c\u4e09\u5b63\u5ea6\u548c23\u5e74\u7b2c9\u5b63\u5ea6\u5747\u6709\u6240\u589e\u957f\uff0c\u4f46\u6536\u5165\u4e0b\u964d\u662f\u7531\u4e8e\u4eba\u6c11\u5e01\u5151\u65b0\u5143\u75b2\u8f6f\u6240\u81f4\u3002 \u5e02\u573a\u5171\u8bc6\u3002\u6211\u4eec\u7684\u57fa\u672c\u80a1\u8bc4\u7ea7\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a1.05\u65b0\u5143\u3002\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb\u62a5\u544a\u5168\u6587\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Deloitte Consumer Industry Center) Prediction of holiday consumption (Source: National Retail Federation) \u79ef\u6781\u4e1a\u7ee9\u548c\u6210\u672c\u7ec6\u5316\u3002Shopify\u7b2c\u4e09\u5b63\u5ea6\u8868\u73b0\u5f3a\u52b2\uff0c\u8d85\u51fa\u9884\u671f\u3002\u5728\u7b2c\u56db\u5b63\u5ea6\u5f3a\u52b2\u8868\u73b0\u7684\u63a8\u52a8\u4e0b\uff0cShopify\u9884\u8ba12023\u5e74\u7684\u8425\u6536\u540c\u6bd4\u589e\u957f\u7387\u5c06\u8fbe\u523020%\u5de6\u53f3\u3002\u8be5\u5b63\u5ea6\u7684GMV\u589e\u957f\u4e8622%\uff0c\u8fbe\u5230562\u4ebf\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u7684\u51c0\u6536\u5165\u8fbe\u52307.18\u4ebf\u7f8e\u5143\uff0c\u800c\u53bb\u5e74\u540c\u671f\u4e8f\u635f1.584\u4ebf\u7f8e\u5143\u3002\u8fd0\u8425\u8d39\u7528\u540c\u6bd4\u4e0b\u964d23%\u81f37.79\u4ebf\u7f8e\u5143\uff0c\u4e3b\u8981\u662f\u7531\u4e8e\u5176\u88c1\u5458\u548c\u51fa\u552e\u5176\u7269\u6d41\u4e1a\u52a1\u3002Shopify\u53d6\u5f97\u5f3a\u52b2\u4e1a\u7ee9\u7684\u540c\u65f6\uff0c\u8fd8\u91c7\u53d6\u4e86\u4e00\u4e9b\u6218\u7565\u4e3e\u63aa\uff0c\u5305\u62ec\u88c1\u5458\u4ee5\u53ca\u4e0e\u4e9a\u9a6c\u900a\u548cFaire\u5408\u4f5c\u3002 \u4e0e\u4e9a\u9a6c\u900a\u5408\u4f5c\u3002Shopify\u5ba3\u5e03\u4e0e\u4e9a\u9a6c\u900a\u5efa\u7acb\u5f00\u653e\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\uff0c\u5141\u8bb8\u5176\u5546\u5bb6\u4f7f\u7528\u201c\u7528Prime\u4f1a\u5458\u8d2d\u4e70\u201d\u5e94\u7528\u7a0b\u5e8f\uff0c\u5728\u4e9a\u9a6c\u900a\u4ee5\u5916\u7684\u5e97\u9762\u4e0a\u83b7\u5f97\u5b8c\u6574\u7684\u7535\u5b50\u5546\u52a1\u4f53\u9a8c\u3002\u6240\u6709\u4f7f\u7528\u6216\u5bf9\u4e9a\u9a6c\u900a\u914d\u9001\u7f51\u7edc\u611f\u5174\u8da3\u7684\u5546\u5bb6\u90fd\u53ef\u4ee5\u4f7f\u7528\u8fd9\u9879\u5408\u4f5c\u3002Buy with Prime\u4f1a\u5458\u53ef\u4ee5\u4f7f\u7528\u4ed6\u4eec\u7684\u4e9a\u9a6c\u900a\u8d26\u6237\u5728\u975e\u4e9a\u9a6c\u900a\u7535\u5b50\u5546\u52a1\u7f51\u7ad9\u8d2d\u7269\uff0c\u7531\u4e9a\u9a6c\u900a\u8d1f\u8d23\u5b8c\u6210\u7ed3\u8d26\u3002\u8fd9\u4e00\u5408\u4f5c\u4e8e2023\u5e748\u6708\u5ba3\u5e03\uff0cShopify\u5e94\u7528\u7a0b\u5e8f\u63d0\u4f9b\u4e86\u66f4\u5bb9\u6613\u7684\u96c6\u6210\u548c\u76ee\u5f55\u540c\u6b65\u7b49\u9644\u52a0\u529f\u80fd\u3002\u6b64\u4e3e\u9488\u5bf9\u7684\u662f\u4e9a\u9a6c\u900a\u548cShopify\u4e0a\u8d8a\u6765\u8d8a\u591a\u7684\u5356\u5bb6\uff0c\u4e3a\u5728\u4e24\u4e2a\u5e73\u53f0\u4e0a\u90fd\u6709\u4e1a\u52a1\u7684\u54c1\u724c\u63d0\u4f9b\u4e86\u7b80\u5316\u7684\u4f53\u9a8c\u3002 23\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002\u6536\u5165\u589e\u957f\u81f317.1\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f24.8%\uff0c\u8d85\u51fa\u9884\u671f4,000\u4e07\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.24\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.10\u7f8e\u5143\u3002\u5728GAAP\u57fa\u7840\u4e0a\uff0c\u53d7\u7b2c\u56db\u5b63\u5ea6\u6536\u5165\u589e\u957f\u7684\u63a8\u52a8\uff0c\u9884\u8ba1\u5168\u5e74\u6536\u5165\u5c06\u540c\u6bd4\u589e\u957f25%\u5de6\u53f3\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) ^ Back","og:url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-27-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":"2023-11-26T23:54:00+00:00","article:modified_time":"2023-11-27T02:31:31+00:00","twitter:card":"summary","twitter:title":"2023\u5e7411\u670827\u65e5: \u7802\u4e4b\u8239\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258 (SASSR SP), \u643a\u7a0b (9961 HK), \u5948\u98de (NFLX US) \u2022 KGI Singapore Research","twitter:description":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) \u4e2d\u56fd\u96f6\u552e\u5e02\u573a\u590d\u82cf\u3002\u5728\u5730\u65b9\u653f\u5e9c\u523a\u6fc0\u56fd\u5185\u6d88\u8d39\u63aa\u65bd\u7684\u652f\u6301\u4e0b\uff0c\u4e2d\u56fd\u96f6\u552e\u5e02\u573a\u572823\u5e74\u7b2c\u4e09\u5b63\u5ea6\u7ecf\u5386\u4e86\u5f3a\u52b2\u590d\u82cf\u3002\u5728\u5468\u5e74\u7eaa\u5ff5\u9500\u552e\u548c\u523a\u6fc0\u6d88\u8d39\u4e3e\u63aa\u7684\u63a8\u52a8\u4e0b\uff0c\u4ee5\u4eba\u6c11\u5e01\u8ba1\u7b97\u7684\u95e8\u5e97\u603b\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f18.9%\uff0c\u521b\u4e0b\u4e0a\u5e02\u4ee5\u6765\u7684\u5386\u53f2\u65b0\u9ad8\u3002 23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u8868\u73b0\u5f3a\u52b2\u3002\u5c3d\u7ba1\u6bcf\u5355\u4f4d\u603b\u53ef\u5206\u914d\u6536\u5165(DPU)\u540c\u6bd4\u4e0b\u964d17.7%\u81f31.512 Scts\uff0c\u4f46\u4e1a\u52a1\u8868\u73b0\u572823\u5e74\u7b2c\u4e09\u5b63\u5ea6\u663e\u793a\u51fa\u7a33\u5b9a\u7684\u5f39\u6027\u3002\u5728\u88ab\u538b\u6291\u7684\u9700\u6c42\u548c\u652f\u6301\u6027\u7684\u5730\u65b9\u63aa\u65bd\u7684\u63a8\u52a8\u4e0b\uff0c\u4ee5\u4eba\u6c11\u5e01\u8ba1\u7b97\u7684\u5965\u7279\u83b1\u65af\u9500\u552e\u989d\u73af\u6bd4\u589e\u957f15.9%\uff0c\u540c\u6bd4\u589e\u957f15.8%\u3002 \u7b2c\u4e09\u5b63\u5ea6\u4e1a\u52a1\u66f4\u65b0\u3002\u603b\u6536\u5165\u540c\u6bd4\u4e0b\u964d1.5%\u81f33030\u4e07\u65b0\u5143\u30029M23\u7684\u6536\u5165\u540c\u6bd4\u4e0b\u964d1.5%\u81f39290\u4e07\u65b0\u5143\u3002\u5c3d\u7ba1\u95e8\u5e97\u9500\u552e\u548cEMA\u79df\u91d1\u6536\u5165\u572823\u5e74\u7b2c\u4e09\u5b63\u5ea6\u548c23\u5e74\u7b2c9\u5b63\u5ea6\u5747\u6709\u6240\u589e\u957f\uff0c\u4f46\u6536\u5165\u4e0b\u964d\u662f\u7531\u4e8e\u4eba\u6c11\u5e01\u5151\u65b0\u5143\u75b2\u8f6f\u6240\u81f4\u3002 \u5e02\u573a\u5171\u8bc6\u3002\u6211\u4eec\u7684\u57fa\u672c\u80a1\u8bc4\u7ea7\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a1.05\u65b0\u5143\u3002\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb\u62a5\u544a\u5168\u6587\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Deloitte Consumer Industry Center) Prediction of holiday consumption (Source: National Retail Federation) \u79ef\u6781\u4e1a\u7ee9\u548c\u6210\u672c\u7ec6\u5316\u3002Shopify\u7b2c\u4e09\u5b63\u5ea6\u8868\u73b0\u5f3a\u52b2\uff0c\u8d85\u51fa\u9884\u671f\u3002\u5728\u7b2c\u56db\u5b63\u5ea6\u5f3a\u52b2\u8868\u73b0\u7684\u63a8\u52a8\u4e0b\uff0cShopify\u9884\u8ba12023\u5e74\u7684\u8425\u6536\u540c\u6bd4\u589e\u957f\u7387\u5c06\u8fbe\u523020%\u5de6\u53f3\u3002\u8be5\u5b63\u5ea6\u7684GMV\u589e\u957f\u4e8622%\uff0c\u8fbe\u5230562\u4ebf\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u7684\u51c0\u6536\u5165\u8fbe\u52307.18\u4ebf\u7f8e\u5143\uff0c\u800c\u53bb\u5e74\u540c\u671f\u4e8f\u635f1.584\u4ebf\u7f8e\u5143\u3002\u8fd0\u8425\u8d39\u7528\u540c\u6bd4\u4e0b\u964d23%\u81f37.79\u4ebf\u7f8e\u5143\uff0c\u4e3b\u8981\u662f\u7531\u4e8e\u5176\u88c1\u5458\u548c\u51fa\u552e\u5176\u7269\u6d41\u4e1a\u52a1\u3002Shopify\u53d6\u5f97\u5f3a\u52b2\u4e1a\u7ee9\u7684\u540c\u65f6\uff0c\u8fd8\u91c7\u53d6\u4e86\u4e00\u4e9b\u6218\u7565\u4e3e\u63aa\uff0c\u5305\u62ec\u88c1\u5458\u4ee5\u53ca\u4e0e\u4e9a\u9a6c\u900a\u548cFaire\u5408\u4f5c\u3002 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Prime\u4f1a\u5458\u53ef\u4ee5\u4f7f\u7528\u4ed6\u4eec\u7684\u4e9a\u9a6c\u900a\u8d26\u6237\u5728\u975e\u4e9a\u9a6c\u900a\u7535\u5b50\u5546\u52a1\u7f51\u7ad9\u8d2d\u7269\uff0c\u7531\u4e9a\u9a6c\u900a\u8d1f\u8d23\u5b8c\u6210\u7ed3\u8d26\u3002\u8fd9\u4e00\u5408\u4f5c\u4e8e2023\u5e748\u6708\u5ba3\u5e03\uff0cShopify\u5e94\u7528\u7a0b\u5e8f\u63d0\u4f9b\u4e86\u66f4\u5bb9\u6613\u7684\u96c6\u6210\u548c\u76ee\u5f55\u540c\u6b65\u7b49\u9644\u52a0\u529f\u80fd\u3002\u6b64\u4e3e\u9488\u5bf9\u7684\u662f\u4e9a\u9a6c\u900a\u548cShopify\u4e0a\u8d8a\u6765\u8d8a\u591a\u7684\u5356\u5bb6\uff0c\u4e3a\u5728\u4e24\u4e2a\u5e73\u53f0\u4e0a\u90fd\u6709\u4e1a\u52a1\u7684\u54c1\u724c\u63d0\u4f9b\u4e86\u7b80\u5316\u7684\u4f53\u9a8c\u3002 23\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002\u6536\u5165\u589e\u957f\u81f317.1\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f24.8%\uff0c\u8d85\u51fa\u9884\u671f4,000\u4e07\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.24\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.10\u7f8e\u5143\u3002\u5728GAAP\u57fa\u7840\u4e0a\uff0c\u53d7\u7b2c\u56db\u5b63\u5ea6\u6536\u5165\u589e\u957f\u7684\u63a8\u52a8\uff0c\u9884\u8ba1\u5168\u5e74\u6536\u5165\u5c06\u540c\u6bd4\u589e\u957f25%\u5de6\u53f3\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) ^ Back","twitter:image":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr"},"aioseo_meta_data":{"post_id":"35854","title":"#post_title #separator_sa 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Tan","author_link":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/"},"uagb_comment_info":0,"uagb_excerpt":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd News Feed 1. Dow closes 100 points higher Friday as major averages rise for a 4th straight week 2. US business activity steady in November: S&P Global survey 3. Biden\u2019s clean energy agenda faces mounting headwinds 4. 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