{"id":36330,"date":"2023-12-06T07:55:00","date_gmt":"2023-12-05T23:55:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=36330"},"modified":"2023-12-06T10:52:00","modified_gmt":"2023-12-06T02:52:00","slug":"kgi-daily-trading-ideas-06-dec-2023-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-06-dec-2023-zh\/","title":{"rendered":"2023\u5e7412\u670806\u65e5: \u80dc\u6377\u4f01\u4e1a (CENT SP), \u80dc\u79d1\u5de5\u4e1a (SCI SP), \u4e2d\u56fd\u4e2d\u836f(570 HK)"},"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-36330-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1359\" height=\"592\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-screen-shot-of-a-graph-description-automaticall-3.png\" alt=\"A screen shot of a graph\n\nDescription automatically generated\" class=\"wp-image-36393\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-screen-shot-of-a-graph-description-automaticall-3.png 1359w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-screen-shot-of-a-graph-description-automaticall-3-300x131.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-screen-shot-of-a-graph-description-automaticall-3-1024x446.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-screen-shot-of-a-graph-description-automaticall-3-768x335.png 768w\" sizes=\"(max-width: 1359px) 100vw, 1359px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td>\n<p><strong>News Feed<\/strong><\/p>\n<\/td><\/tr><tr><td>\n<p>1. <a href=\"https:\/\/www.reuters.com\/markets\/us\/futures-signal-further-losses-wall-st-ahead-jobs-data-2023-12-05\/\">Wall Street ends mixed after job openings hint at cooling economy<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>2. <a href=\"https:\/\/finance.yahoo.com\/news\/asia-stocks-set-losses-wall-223445728.html\">Treasury Frenzy Drives 10-Year Yield Below 4.2%: Markets Wrap<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>3. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/wall-street-ceos-head-washington-capital-rule-concerns\">Wall Street CEOs head to Washington with capital-rule concerns<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>4. <a href=\"https:\/\/www.channelnewsasia.com\/business\/nvidia-develop-new-chips-comply-us-export-regulations-3968546\">Nvidia to develop new chips that comply with US export regulations<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>5. <a href=\"https:\/\/www.businesstimes.com.sg\/companies-markets\/energy-commodities\/oil-falls-near-5-month-low-opec-cut-doubts-demand-concerns\">Oil falls to near 5-month low on Opec+ cut doubts, demand concerns<\/a><\/p>\n<\/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\/12\/word-image-54.png\" alt=\"\" class=\"wp-image-36247\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-54.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-54-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-36180-_qqv3rtx8nazp\"><\/a><a id=\"post-36180-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"941\" height=\"427\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-33.png\" alt=\"\" class=\"wp-image-36336\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-33.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-33-300x136.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-33-768x348.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>News Feed<\/strong><\/td><\/tr><tr><td>1. <a href=\"https:\/\/channelnewsasia.com\/business\/china-issues-safety-guidelines-autonomous-public-transport-vehicles-3966176\">China issues safety guidelines for autonomous public transport vehicles<\/a><\/td><\/tr><tr><td>2. <a href=\"https:\/\/www.wsj.com\/world\/china\/chinas-colossal-hidden-debt-problem-is-coming-to-a-head-83a34dc0\">China\u2019s Colossal Hidden-Debt Problem Is Coming to a Head<\/a><\/td><\/tr><tr><td>3. <a href=\"https:\/\/www.reuters.com\/business\/autos-transportation\/china-adds-nio-list-approved-vehicle-manufactures-website-2023-12-04\/\">China adds Nio to list of approved vehicle manufactures \u2013 website<\/a><\/td><\/tr><tr><td>4. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/chinas-november-services-activity-accelerates-boost-new-orders-caixin-pmi\">China\u2019s November services activity accelerates on boost from new orders: Caixin PMI<\/a><\/td><\/tr><tr><td>5. <a href=\"https:\/\/www.reuters.com\/world\/china\/china-evergrande-seeks-adjournment-hong-kong-liquidation-court-hearing-2023-12-04\/\">Evergrande liquidation hearing pushed to Jan, focus on new debt revamp plan<\/a><\/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\/12\/word-image-55.png\" alt=\"\" class=\"wp-image-36249\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-55.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-55-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h1 class=\"wp-block-heading\">\u00a0<\/h1>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-36180-_9i0c554gtu0u\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" class=\"wp-image-36250\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-56.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-56.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-56-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u80dc\u6377\u4f01\u4e1a (CENT SP)\uff1a\u91cd\u65b0\u8bc4\u7ea7\u50ac\u5316\u5242\u56e0\u7d20\u7684\u65e9\u671f\u8ff9\u8c61<\/p>\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><\/li><li>\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<\/li><li><strong>\u552e\u540e\u56de\u79df\u534f\u8bae\u3002<\/strong>12\u67084\u65e5\uff0c\u80dc\u6377\u5ba3\u5e03\u4e0e\u9a6c\u6765\u897f\u4e9a\u516c\u5171\u90e8\u95e8\u517b\u8001\u57fa\u91d1Kumpulan Wang Persaraan (Diperbadankan) (KWAP)\u7b7e\u8ba2\u4e86\u4e00\u9879\u552e\u540e\u56de\u79df\u534f\u8bae\uff0c\u6d89\u53ca\u5176\u5728\u9a6c\u6765\u897f\u4e9a\u7684\u4e24\u9879\u8d44\u4ea7\uff0c\u5373Westlite Bukit Minyak\u548cWestlite Tampoi\u3002KWAP\u5c06\u4ee52.27\u4ebf\u4ee4\u5409\u6536\u8d2d\u8fd9\u4e9b\u8d44\u4ea7\uff0c\u767e\u592b\u957f\u5c06\u4ee515\u5e74\u7684\u671f\u9650\u5c06\u8fd9\u4e9b\u8d44\u4ea7\u79df\u56de\u3002\u8fd9\u4e00\u6218\u7565\u4e3e\u63aa\u4e0e\u767e\u592b\u957f\u7684\u6295\u8d44\u7ec4\u5408\u5408\u7406\u5316\u548c\u8f7b\u8d44\u4ea7\u589e\u957f\u6218\u7565\u76f8\u4e00\u81f4\uff0c\u4f7f\u516c\u53f8\u80fd\u591f\u56de\u6536\u548c\u90e8\u7f72\u8d44\u672c\uff0c\u4ee5\u8fdb\u4e00\u6b65\u6269\u5927\u89c4\u6a21\uff0c\u4ee5\u5e94\u5bf9\u9a6c\u6765\u897f\u4e9a\u5bf9\u4e13\u7528\u5de5\u4eba\u5bbf\u820d(PBWA)\u4e0d\u65ad\u589e\u957f\u7684\u9700\u6c42\u3002\u622a\u81f32023\u5e749\u6708\uff0c\u80dc\u6377\u7684\u9a6c\u6765\u897f\u4e9aPBWA\u6295\u8d44\u7ec4\u5408\u5e8a\u4f4d\u5bb9\u91cf\u4e3a26,603\u5f20\uff0c\u7b2c\u4e09\u5b63\u5ea6\u8d22\u52a1\u5165\u4f4f\u7387\u4e3a93%\u3002\u8be5\u516c\u53f8\u5c06\u7ee7\u7eed\u901a\u8fc7\u8d44\u4ea7\u589e\u5f3a\u8ba1\u5212(AEIs)\u548c\u65b0\u4e13\u7528\u5de5\u4eba\u5bbf\u820d\u7684\u7ba1\u7406\u5408\u540c\u7b49\u4e3e\u63aa\u6765\u589e\u5f3a\u5176\u6295\u8d44\u7ec4\u5408\u3002<\/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<\/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<\/li><li><strong>\u7b2c\u4e09\u5b63\u5ea6<\/strong><strong>\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<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><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<\/a>\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"775\" height=\"165\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-44.png\" alt=\"\" class=\"wp-image-36361\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-44.png 775w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-44-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-44-768x164.png 768w\" sizes=\"(max-width: 775px) 100vw, 775px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"941\" height=\"382\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-45.png\" alt=\"\" class=\"wp-image-36362\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-45.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-45-300x122.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-45-768x312.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-47.png\" alt=\"\" class=\"wp-image-36364\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-47.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-47-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-47-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u8fbe\u4ec1\u5802 (TIAN SP)\uff1a\u547c\u5438\u7cfb\u7edf\u75be\u75c5\u88ad\u51fb\u4e2d\u56fd\u5317\u65b9<\/strong><strong><\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a2.04\uff0c\u76ee\u6807\u4ef7\uff1a2.20\uff0c\u6b62\u635f\u4ef7\uff1a1.96<\/strong><\/li><li>\u5929\u6d25\u533b\u836f\u8fbe\u4ec1\u5802\u96c6\u56e2\u6709\u9650\u516c\u53f8\u751f\u4ea7\u9500\u552e\u4e2d\u836f\u3001\u897f\u836f\u3001\u4fdd\u5065\u54c1\u548c\u4fdd\u5065\u4eea\u5668\u3002\u516c\u53f8\u8fd8\u751f\u4ea7\u4e0e\u57fa\u56e0\u76f8\u5173\u7684\u751f\u7269\u5236\u836f\u4ea7\u54c1\u3002\u5929\u6d25\u533b\u836f\u8fbe\u4ec1\u5802\u96c6\u56e2\u65d7\u4e0b\u4ea7\u54c1\u4ee5\u201c\u957f\u57ce\u201d\u3001\u201c\u67cf\u6811\u201d\u3001\u201c\u5065\u5eb7\u201d\u4e09\u5927\u54c1\u724c\u9500\u552e\u3002<\/li><li><strong>\u547c\u5438\u9053\u75c7\u72b6\u6269\u6563\u3002<\/strong>\u4e2d\u56fd\u56fd\u5bb6\u536b\u751f\u5065\u5eb7\u59d4\u5458\u4f1a(NHC)\u56de\u5e94\u4e86\u4eba\u4eec\u5bf9\u547c\u5438\u9053\u75be\u75c5\u66b4\u53d1\u7684\u62c5\u5fe7\uff0c\u7406\u7531\u662f\u7531\u5df2\u77e5\u75c5\u539f\u4f53(\u5305\u62ec\u6d41\u611f\u3001\u9f3b\u75c5\u6bd2\u3001\u80ba\u708e\u652f\u539f\u4f53\u548c\u547c\u5438\u9053\u5408\u80de\u75c5\u6bd2) \u7684\u7ec4\u5408\u5f15\u8d77\u7684\u6025\u6027\u547c\u5438\u9053\u611f\u67d3\u6fc0\u589e\u3002\u5c3d\u7ba1\u89c6\u9891\u548c\u793e\u4ea4\u5a92\u4f53\u663e\u793a\u533b\u9662\u4eba\u6ee1\u4e3a\u60a3\uff0c\u4f46\u56fd\u5bb6\u536b\u751f\u5065\u5eb7\u59d4\u5411\u4e16\u754c\u536b\u751f\u7ec4\u7ec7(\u4e16\u536b\u7ec4\u7ec7)\u4fdd\u8bc1\uff0c\u6ca1\u6709\u53d1\u73b0\u5f02\u5e38\u6216\u65b0\u578b\u75c5\u539f\u4f53\uff0c\u5e76\u5c06\u8fd9\u79cd\u4e0a\u5347\u4e0eCOVID-19\u9650\u5236\u7684\u653e\u677e\u548c\u5df2\u77e5\u75c5\u539f\u4f53\u7684\u4f20\u64ad\u8054\u7cfb\u8d77\u6765\u3002\u6d41\u611f\u3001\u547c\u5438\u9053\u5408\u80de\u75c5\u6bd2\u548c\u817a\u75c5\u6bd2\u81ea10\u6708\u4ee5\u6765\u4e00\u76f4\u5728\u6d41\u884c\u3002\u867d\u7136\u4e2d\u56fd\u8ba4\u4e3a\u8fd9\u79cd\u6fc0\u589e\u662f\u5b63\u8282\u6027\u7684\uff0c\u4e0e\u8c41\u514d\u503a\u52a1\u6709\u5173\uff0c\u4f46\u4e16\u536b\u7ec4\u7ec7\u5efa\u8bae\u91c7\u53d6\u9884\u9632\u63aa\u65bd\uff0c\u5e76\u4e0e\u4e2d\u56fd\u5f53\u5c40\u4fdd\u6301\u8054\u7cfb\u3002\u8fd9\u79cd\u62c5\u5fe7\u7684\u52a0\u5267\u53ef\u80fd\u4f1a\u5bfc\u81f4\u4e2d\u56fd\u5c45\u6c11\u56e4\u79ef\u836f\u54c1\u548c\u4fdd\u5065\u54c1\uff0c\u8fd9\u5bf9\u751f\u4ea7\u6b64\u7c7b\u4fdd\u5065\u54c1\u7684\u5929\u6d25\u533b\u836f\u96c6\u56e2 (Tianjin Pharmaceutical)\u7b49\u516c\u53f8\u6709\u5229\u3002<\/li><li><strong>\u6297\u751f\u7d20\u8010\u836f\u6027\u3002<\/strong>\u5c3d\u7ba1\u80ba\u708e\u652f\u539f\u4f53\u5bf9\u5e7f\u6cdb\u7684\u6297\u751f\u7d20\u6709\u8010\u836f\u6027\uff0c\u4f46\u5b83\u53ef\u4ee5\u7528\u963f\u5947\u9709\u7d20\u3001\u7ea2\u9709\u7d20\u548c\u514b\u62c9\u9709\u7d20\u7b49\u5176\u4ed6\u836f\u7269\u6cbb\u7597\u3002\u56fd\u52a1\u9662\u5de5\u4f5c\u7ec4\u8981\u6c42\u5730\u65b9\u653f\u5e9c\u52a0\u5f3a\u5bf9\u6d41\u611f\u3001\u65b0\u51a0\u80ba\u708e\u548c\u5176\u4ed6\u4f20\u67d3\u75c5\u7206\u53d1\u7684\u9632\u8303\uff0c\u8fd9\u53ef\u80fd\u4f1a\u589e\u52a0\u5bf9\u533b\u7597\u8bbe\u5907\u548c\u836f\u7269\u7684\u9700\u6c42\u3002<\/li><li><strong>\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002<\/strong>\u603b\u8425\u6536\u540c\u6bd4\u4e0b\u964d5%\u81f317.05\u4ebf\u5143\u4eba\u6c11\u5e01\u300223\u8d22\u5e74\u524d\u4e09\u5b63\u6536\u5165\u540c\u6bd4\u589e\u957f4%\uff0c\u81f357. 93\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u516c\u53f8\u4e8e2023\u5e746\u67086\u65e5\u53d1\u653e\u73b0\u91d1\u80a1\u606f\uff0c\u6bcf\u80a1\u666e\u901a\u80a1\u4e3a\u4eba\u6c11\u5e011.12\u5143\u3002<\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-50.png\" alt=\"\" class=\"wp-image-36367\" width=\"580\" height=\"124\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-50.png 776w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-50-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-50-768x164.png 768w\" sizes=\"(max-width: 580px) 100vw, 580px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"941\" height=\"372\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-51.png\" alt=\"\" class=\"wp-image-36369\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-51.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-51-300x119.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-51-768x304.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-36180-_uhzkqhavyvxz\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-36256\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-57.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-57.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-57-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-36180-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" class=\"wp-image-36257\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-58.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-58.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-58-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-36180-_34eo5yf8y7pj\"><\/a><strong>\u4e2d\u56fd\u4e2d\u836f(570 HK)\uff1a\u9884\u9632\u51ac\u5b63\u6d41\u611f<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a3.90\uff0c\u76ee\u6807\u4ef7\uff1a4.25\uff0c\u6b62\u635f\u4ef7\uff1a3.75<\/strong><\/li><li>\u4e2d\u56fd\u4e2d\u836f\u63a7\u80a1\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u4e2d\u836f\u5236\u9020\u53ca\u9500\u552e\u7684\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u5176\u5341\u4e8c\u5bb6\u5b50\u516c\u53f8\u8fd0\u8425\u4e1a\u52a1\u3002\u5176\u5b50\u516c\u53f8\u5305\u62ec\u56fd\u836f\u96c6\u56e2\u5fb7\u4f17\uff08\u4f5b\u5c71\uff09\u836f\u4e1a\u6709\u9650\u516c\u53f8\u3001\u56fd\u836f\u96c6\u56e2\u51af\u4e86\u6027\uff08\u4f5b\u5c71\uff09\u836f\u4e1a\u6709\u9650\u516c\u53f8\u3001\u56fd\u836f\u96c6\u56e2\u5e7f\u4e1c\u73af\u7403\u5236\u836f\u6709\u9650\u516c\u53f8\u3001\u56fd\u836f\u96c6\u56e2\u9c81\u4e9a\uff08\u5c71\u4e1c\uff09\u5236\u836f\u6709\u9650\u516c\u53f8\u3001\u56fd\u836f\u96c6\u56e2\u51af\u4e86\u6027\uff08\u4f5b\u5c71\uff09\u836f\u6750\u996e\u7247\u6709\u9650\u516c\u53f8\u3001\u4f5b\u5c71\u76c8\u5929\u533b\u836f\u9500\u552e\u6709\u9650\u516c\u53f8\u3001\u56fd\u836f\u96c6\u56e2\u540c\u6d4e\u5802\uff08\u8d35\u5dde\uff09\u5236\u836f\u6709\u9650\u516c\u53f8\u3001\u56fd\u836f\u96c6\u56e2\u7cbe\u65b9\uff08\u5b89\u5fbd\uff09\u836f\u4e1a\u80a1\u4efd\u6709\u9650\u516c\u53f8\u3001\u56fd\u836f\u96c6\u56e2\u8001\u6765\u798f\uff08\u8d35\u5dde\uff09\u836f\u4e1a\u6709\u9650\u516c\u53f8\u3001\u9752\u6d77\u666e\u5170\u7279\u836f\u4e1a\u6709\u9650\u516c\u53f8\u3001\u8d35\u5dde\u4e2d\u6cf0\u751f\u7269\u79d1\u6280\u6709\u9650\u516c\u53f8\u53ca\u5176\u5b50\u516c\u53f8\u4ee5\u53ca\u6c5f\u9634\u5929\u6c5f\u836f\u4e1a\u6709\u9650\u516c\u53f8\u53ca\u5176\u5b50\u516c\u53f8\u3002<\/li><li><strong>\u4e2d\u56fd\u7206\u53d1\u547c\u5438\u9053\u75be\u75c5\u3002<\/strong>\u5b63\u8282\u6027\u4e0a\uff0c\u547c\u5438\u9053\u75be\u75c5\u75c5\u4f8b\u5728\u51ac\u5b63\u589e\u52a0\uff0c\u7279\u522b\u662f\u5728\u4e2d\u56fd\u5317\u65b9\u3002\u7136\u800c\uff0c\u6700\u8fd1\u4e2d\u56fd\u6d41\u611f\u548c\u80ba\u708e\u75c5\u4f8b\u6fc0\u589e\uff0c\u4eba\u4eec\u62c5\u5fc3\u65b0\u51a0\u75c5\u6bd2\u662f\u5426\u4f1a\u518d\u6b21\u4f20\u64ad\u3002\u5230\u76ee\u524d\u4e3a\u6b62\uff0c\u6ca1\u6709\u53d1\u73b0\u65b0\u7684\u75c5\u6bd2\uff0c\u4e13\u5bb6\u8ba4\u4e3a\uff0c\u4e09\u5e74\u7684\u5c01\u9501\u653f\u7b56\u4fdd\u62a4\u4e86\u5927\u591a\u6570\u4e2d\u56fd\u5c45\u6c11\u514d\u53d7\u65b0\u51a0\u75c5\u6bd2\u7684\u4fb5\u5bb3\uff0c\u56e0\u6b64\u7f3a\u4e4f\u6297\u4f53\u5bfc\u81f4\u4eba\u4eec\u5bf9\u65b0\u51a0\u75c5\u6bd2\u6837\u6d41\u611f\u548c\u80ba\u708e\u7684\u514d\u75ab\u529b\u4e0b\u964d\u3002<\/li><li><strong>\u4e2d\u836f\u9700\u6c42\u65fa\u76db\u3002<\/strong>\u867d\u7136\u4e2d\u836f\u4e0d\u662f\u6cbb\u7597\u6d41\u611f\u6216\u80ba\u708e\u7684\u4e13\u7528\u836f\u7269\uff0c\u4f46\u5b83\u88ab\u8ba4\u4e3a\u662f\u4e00\u79cd\u8f85\u52a9\u6cbb\u7597\u65b9\u6cd5\u3002\u5bb6\u5ead\u6b63\u5728\u50a8\u5907\u4e2d\u836f\u548c\u836f\u7247\uff0c\u4ee5\u9632\u6210\u5458\u51fa\u73b0\u7c7b\u4f3c\u75c7\u72b6\u3002\u5f53\u5c40\u6700\u8fd1\u53d1\u5e03\u4e86\u300a2023\u5e74\u5317\u4eac\u51ac\u5b63\u6d41\u611f\u4e2d\u533b\u9632\u6cbb\u8ba1\u5212\u300b\u3002\u56e0\u6b64\uff0c\u5728\u6574\u4e2a\u51ac\u5b63\u548c\u65e9\u6625\u5b63\u8282\uff0c\u5bf9\u8fd9\u4e9b\u836f\u7269\u7684\u9700\u6c42\u53ef\u80fd\u4f1a\u589e\u52a0\u3002<\/li><li><strong>23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u3002<\/strong>\u6536\u5165\u540c\u6bd4\u589e\u957f57.4%\uff0c\u81f3\u4eba\u6c11\u5e0193\u4ebf\u5143\u3002\u6bdb\u5229\u7387\u4e3a51.1%\uff0c\u540c\u6bd4\u4e0a\u53470. 7\u4e2a\u767e\u5206\u70b9\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f40.0%\u81f3\u4eba\u6c11\u5e015. 572\u4ebf\u5143\u3002\u51c0\u5229\u7387\u4e3a6.2%\uff0c\u4e0a\u53470.3\u4e2a\u767e\u5206\u70b9\u3002<\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><\/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\/12\/a-blue-and-white-rectangular-box-with-white-text-12.png\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" class=\"wp-image-36258\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-blue-and-white-rectangular-box-with-white-text-12.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-blue-and-white-rectangular-box-with-white-text-12-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><img loading=\"lazy\" decoding=\"async\" width=\"1554\" height=\"615\" class=\"wp-image-36259\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-graph-on-a-screen-description-automatically-gen-9.png\" alt=\"A graph on a screen\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-graph-on-a-screen-description-automatically-gen-9.png 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-graph-on-a-screen-description-automatically-gen-9-300x119.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-graph-on-a-screen-description-automatically-gen-9-1024x405.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-graph-on-a-screen-description-automatically-gen-9-768x304.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-graph-on-a-screen-description-automatically-gen-9-1536x608.png 1536w\" sizes=\"(max-width: 1554px) 100vw, 1554px\" \/> (Source: Bloomberg)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-36260\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-59.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-59.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-59-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u4e2d<\/strong><strong>\u56fd\u822a\u7a7a<\/strong><strong> (753 HK)<\/strong><strong>\uff1a\u822a\u73ed<\/strong><strong>\u5c06\u7ee7\u7eed\u589e<\/strong><strong>\u52a0<\/strong><strong><\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533<\/strong><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a<\/strong><strong>5.25<\/strong><strong>\uff0c\u76ee<\/strong><strong>\u6807\u4ef7\uff1a<\/strong><strong>5.85<\/strong><strong>\uff0c\u6b62<\/strong><strong>\u635f\u4ef7\uff1a<\/strong><strong>4.95<\/strong><\/li><li>\u4e2d\u56fd\u56fd\u9645\u822a\u7a7a\u80a1\u4efd\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u63d0\u4f9b\u4e2d\u56fd\u56fd\u5185\u3001\u6e2f\u6fb3\u53f0\u5730\u533a\u53ca\u56fd\u9645\u822a\u7a7a\u5ba2\u8fd0\u3001\u8d27\u8fd0\u90ae\u8fd0\u53ca\u7ef4\u4fee\u670d\u52a1\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u8fd8\u4ece\u4e8b\u56fd\u5185\u3001\u56fd\u9645\u516c\u52a1\u98de\u884c\u4e1a\u52a1\uff0c\u98de\u673a\u6267\u7ba1\u4e1a\u52a1\uff0c\u822a\u7a7a\u5668\u7ef4\u4fee\uff0c\u822a\u7a7a\u516c\u53f8\u95f4\u4e1a\u52a1\u4ee3\u7406\uff0c\u4e0e\u4e3b\u8425\u4e1a\u52a1\u6709\u5173\u7684\u5730\u9762\u670d\u52a1\u548c\u822a\u7a7a\u5feb\u9012\uff0c\u673a\u4e0a\u514d\u7a0e\u54c1\uff0c\u673a\u4e0a\u5546\u54c1\u96f6\u552e\u4e1a\u52a1\u4ee5\u53ca\u822a\u7a7a\u610f\u5916\u4fdd\u9669\u9500\u552e\u4ee3\u7406\u4e1a\u52a1\u3002<\/li><li><strong>\u6062\u590d\u76c8\u5229\u3002<\/strong>\u5728\u5317\u4eac\u653e\u677e\u4e25\u683c\u7684\u65b0\u51a0\u9650\u5236\u540e\uff0c\u5546\u52a1\u548c\u4f11\u95f2\u65c5\u6e38\u5927\u5e45\u589e\u957f\uff0c\u63a8\u52a8\u56fd\u822a\u5728\u4eca\u5e74\u524d9\u4e2a\u6708\u6062\u590d\u76c8\u5229\u3002\u968f\u7740\u516c\u53f8\u8fd0\u529b\u90e8\u7f72\u7684\u589e\u52a0\uff0c\u5728\u5ba2\u5ea7\u7387\u548c\u4ef7\u683c\u53cc\u53cc\u4e0a\u5347\u7684\u5e26\u52a8\u4e0b\uff0c\u4e8f\u635f\u989d\u660e\u663e\u4e0b\u964d\uff0c\u5229\u6da6\u589e\u957f\u3002<\/li><li><strong>\u4e2d\u7f8e\u4e4b<\/strong><strong>\u95f4\u822a\u73ed\u589e\u52a0<\/strong><strong>\u3002<\/strong>\u7f8e\u56fd\u8fd0\u8f93\u90e8\u5ba3\u5e03\uff0c\u4ece11\u67089\u65e5\u8d77\uff0c\u4e2d\u7f8e\u4e4b\u95f4\u7684\u822a\u73ed\u5c06\u4ece\u76ee\u524d\u7684\u6bcf\u546848\u73ed\u589e\u52a0\u5230\u6bcf\u546870\u73ed\u3002\u5728\u65b0\u51a0\u75ab\u60c5\u524d\uff0c\u4e24\u56fd\u4e4b\u95f4\u7684\u5e73\u5747\u822a\u73ed\u6570\u91cf\u4e3a\u6bcf\u5468340\u67b6\u6b21\u3002\u6700\u8fd1\uff0c\u4e2d\u56fd\u548c\u7f8e\u56fd\u9ad8\u5c42\u5b98\u5458\u5f00\u59cb\u76f8\u4e92\u8bbf\u95ee\uff0c\u8fd9\u6807\u5fd7\u7740\u4e2d\u7f8e\u5173\u7cfb\u7684\u4e00\u4e9b\u6539\u5584\u3002<\/li><li><strong>\u5b63<\/strong><strong>\u8282\u6027\u65c5\u6e38\u9700\u6c42\u4e0a\u5347<\/strong><strong>\u3002<\/strong>\u968f\u774011\u6708\u65c5\u6e38\u65fa\u5b63\u7684\u5230\u6765\uff0c\u65c5\u6e38\u9700\u6c42\u5fc5\u7136\u4f1a\u4e0a\u5347\uff0c\u56e0\u4e3a\u6d88\u8d39\u8005\u8ba1\u5212\u5728\u5e74\u5e95\u65c5\u884c\uff0c\u4ee5\u9003\u907f\u51ac\u5929\u7684\u5bd2\u51b7\uff0c\u6216\u4f53\u9a8c\u51ac\u5b63\u3002\u8fd9\u4e2a\u5bd2\u5047\u4e5f\u662f\u81ea\u4eca\u5e741\u6708\u521d\u4e2d\u56fd\u91cd\u65b0\u5f00\u653e\u4ee5\u6765\u7684\u7b2c\u4e00\u4e2a\u5bd2\u5047\uff0c\u56e0\u6b64\u5728\u6b64\u671f\u95f4\u65c5\u884c\u91cf\u53ef\u80fd\u4f1a\u589e\u52a0\u3002\u636e\u4e2d\u56fd\u6c11\u822a\u5c40\u79f0\uff0c\u4e2d\u56fd\u822a\u7a7a\u516c\u53f8\u7684\u51ac\u6625\u5b9a\u671f\u822a\u73ed\u4e5f\u6709\u6240\u589e\u52a0\uff0c\u5728\u5373\u5c06\u5230\u6765\u7684\u51ac\u6625\u5b63\u8282\uff0c\u6bcf\u5468\u5b89\u6392\u56fd\u5185\u8d27\u8fd0\u548c\u5ba2\u8fd0\u822a\u73ed96,651\u67b6\u6b21\uff0c\u6bd42019-2020\u5e74\u540c\u671f\u589e\u957f33.95%\u3002\u636e\u6c11\u822a\u5c40\u79f0\uff0c\u4ece10\u670829\u65e5\u5230\u660e\u5e743\u670830\u65e5\uff0c\u8fd8\u5c06\u5f00\u901a516\u6761\u65b0\u7684\u56fd\u5185\u822a\u7ebf\uff0c\u6bcf\u5468\u63d0\u4f9b7202\u4e2a\u822a\u73ed\u3002\u5728\u56fd\u9645\u822a\u73ed\u65b9\u9762\uff0c150\u5bb6\u56fd\u5185\u5916\u822a\u7a7a\u516c\u53f8\u8ba1\u5212\u6bcf\u5468\u5b89\u639216,680\u4e2a\u822a\u73ed\uff0c\u5230\u8fbe68\u4e2a\u56fd\u5916\u3002<\/li><li><strong>23<\/strong><strong>\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9<\/strong><strong>\u3002<\/strong>\u8425\u6536\u589e\u81f3\u4eba\u6c11\u5e01458.6\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f152.89%\u3002\u51c0\u5229\u6da640.7\u4ebf\u5143\uff0c\u5e74\u5185\u9996\u6b21\u6062\u590d\u76c8\u5229\u3002\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4e3a0.28\u5143\u3002<strong><\/strong><\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"776\" height=\"166\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-36.png\" alt=\"\" class=\"wp-image-36343\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-36.png 776w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-36-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-36-768x164.png 768w\" sizes=\"(max-width: 776px) 100vw, 776px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"941\" height=\"382\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-37.png\" alt=\"\" class=\"wp-image-36344\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-37.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-37-300x122.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-37-768x312.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-36180-_v0tgrq7sbyi8\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-36263\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-62.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-62.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-62-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-36180-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" class=\"wp-image-36264\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-63.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-63.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-63-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-63-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-36180-_d29khlbf2k6d\"><\/a><a id=\"post-36180-_u2xm6pxaak0m\"><\/a><strong>\u5df4\u91cc\u514b\u9ec4\u91d1 (GOLD US)\uff1a\u8d4c\u6ce8\u964d\u606f<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a17.6\uff0c\u76ee\u6807\u4ef7\uff1a19.4\uff0c\u6b62\u635f\u4ef7\uff1a16.7<\/strong><\/li><li>\u5df4\u91cc\u514b\u9ec4\u91d1\u516c\u53f8\u662f\u4e00\u5bb6\u56fd\u9645\u9ec4\u91d1\u516c\u53f8\uff0c\u5728\u7f8e\u56fd\u3001\u52a0\u62ff\u5927\u3001\u5357\u7f8e\u3001\u6fb3\u5927\u5229\u4e9a\u548c\u975e\u6d32\u7ecf\u8425\u77ff\u5c71\u548c\u5f00\u53d1\u9879\u76ee\u3002<\/li><li><strong>\u901a\u80c0\u7f13\u89e3\u3002<\/strong>\u9884\u8ba1\u6b64\u6b21\u52a0\u606f\u5468\u671f\u5c06\u5728\u660e\u5e74\u7ed3\u675f\u3002\u7f8e\u8054\u50a8\u7684\u7f8e\u56fd\u5229\u7387\u8c03\u6574\u8f68\u8ff9\u4ecd\u7136\u951a\u5b9a\u5728\u5173\u952e\u76842%\u7684\u957f\u671f\u901a\u80c0\u76ee\u6807\u4e0a\uff0c\u6b63\u5982\u5404\u5206\u652f\u673a\u6784\u4e3b\u5e2d\u6700\u8fd1\u7684\u8bb2\u8bdd\u6240\u5f3a\u8c03\u7684\u90a3\u6837\u3002\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u6700\u8fd1\u7684\u901a\u80c0\u6570\u636e\u8868\u660e\uff0c\u7f8e\u56fd\u7684\u901a\u80c0\u538b\u529b\u660e\u663e\u7f13\u89e3\u300210\u6708\u4efd\uff0c\u4e2a\u4eba\u6d88\u8d39\u652f\u51fa\u4ef7\u683c\u6307\u6570\u4e0a\u6da80.2%\uff0c\u540c\u6bd4\u4e0a\u6da83.5%\uff0c\u7b26\u5408\u9884\u671f\u3002\u4e2a\u4eba\u6536\u5165\u548c\u652f\u51fa\u5747\u589e\u957f0.2%\uff0c\u7b26\u5408\u9884\u671f\uff0c\u8868\u660e\u6d88\u8d39\u8005\u7684\u6d88\u8d39\u6c34\u5e73\u4e0e\u901a\u80c0\u4fdd\u6301\u540c\u6b65\u3002\u5c3d\u7ba1\u5f53\u6708\u6574\u4f53\u901a\u80c0\u7387\u4fdd\u6301\u57283%\u7684\u6c34\u5e73\uff0c\u4f46\u80fd\u6e90\u4ef7\u683c\u7684\u4e0b\u964d\u62b5\u6d88\u4e86\u98df\u54c1\u4ef7\u683c\u7684\u4e0a\u6da8\u3002\u5546\u54c1\u4ef7\u683c\u4e0b\u8dcc0.3%\uff0c\u670d\u52a1\u4ef7\u683c\u4e0a\u6da80.2%\uff0c\u5176\u4e2d\u56fd\u9645\u65c5\u6e38\u3001\u533b\u7597\u4fdd\u5065\u548c\u98df\u54c1\u670d\u52a1\u4ef7\u683c\u4e0a\u6da8\u660e\u663e\u3002\u6301\u7eed\u7533\u8bf7\u5931\u4e1a\u6551\u6d4e\u4eba\u6570\u6fc0\u589e\u81f3193\u4e07\u4eba\uff0c\u4e3a2021\u5e7411\u670827\u65e5\u4ee5\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002\u8fd9\u4fc3\u4f7f\u5e02\u573a\u52a0\u5feb\u4e86\u5bf9\u7f8e\u8054\u50a8\u964d\u606f\u7684\u9884\u671f\u65f6\u95f4\uff0c\u76ee\u524d\u9884\u8ba1\u5c06\u5728\u660e\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u964d\u606f\u3002\u4e0e\u6b64\u540c\u65f6\uff0c10\u5e74\u671f\u548c30\u5e74\u671f\u7f8e\u56fd\u56fd\u503a\u5229\u7387\u4ee5\u53ca\u7f8e\u5143\u6307\u6570\u8fd1\u671f\u5747\u51fa\u73b0\u4e0b\u8dcc\u3002\u76f8\u53cd\uff0c\u9ec4\u91d1\u4ef7\u683c\u5df2\u7ecf\u53cd\u5f39\uff0c\u98d9\u5347\u81f3\u8ba9\u4eba\u60f3\u8d77\u4eca\u5e745\u6708\u7684\u6c34\u5e73\uff0c\u5e76\u518d\u6b21\u7a81\u7834\u6bcf\u76ce\u53f82000\u7f8e\u5143\u7684\u91cd\u8981\u5173\u53e3\u3002<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u91d1\u4ef7\u4e0e\u7f8e\u5143\u6307\u6570\u5bf9\u6bd4<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1596\" height=\"635\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-graph-with-orange-and-black-lines-description-a-1.png\" alt=\"A graph with orange and black lines\n\nDescription automatically generated\" class=\"wp-image-36265\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-graph-with-orange-and-black-lines-description-a-1.png 1596w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-graph-with-orange-and-black-lines-description-a-1-300x119.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-graph-with-orange-and-black-lines-description-a-1-1024x407.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-graph-with-orange-and-black-lines-description-a-1-768x306.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-graph-with-orange-and-black-lines-description-a-1-1536x611.png 1536w\" sizes=\"(max-width: 1596px) 100vw, 1596px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u5730\u7f18\u653f\u6cbb\u4e0d\u5b89\u60c5\u7eea\u4ecd\u5728\u52a0\u5267\u3002<\/strong>\u5c3d\u7ba1\u6700\u8fd1\u4e2d\u7f8e\u4e4b\u95f4\u7684\u7d27\u5f20\u5c40\u52bf\u6709\u6240\u7f13\u89e3\uff0c\u4f46\u6574\u4f53\u524d\u666f\u4ecd\u7136\u8c28\u614e\u3002\u968f\u7740\u6211\u4eec\u63a5\u8fd12024\u5e74\uff0c\u9884\u671f\u7684\u5730\u7f18\u653f\u6cbb\u4e0d\u786e\u5b9a\u6027\u9690\u73b0\uff0c\u5c24\u5176\u662f1\u6708\u7684\u53f0\u6e7e\u5927\u9009\u548c11\u6708\u7684\u7f8e\u56fd\u5927\u9009\u3002\u666e\u904d\u5b58\u5728\u7684\u907f\u9669\u60c5\u7eea\u7ee7\u7eed\u652f\u6491\u7740\u91d1\u4ef7\u7684\u4e0a\u6da8\u3002<\/li><li><strong>23\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u589e\u957f13%\uff0c\u81f328.6\u4ebf\u7f8e\u5143\u3002\u975e\u516c\u8ba4\u4f1a\u8ba1\u51c6\u5219\u6bcf\u80a1\u6536\u76ca\u4e3a0.24\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.04\u7f8e\u5143\u3002\u9884\u8ba123\u8d22\u5e74\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u5c06\u66f4\u4e3a\u5f3a\u52b2\uff0c\u4f4623\u8d22\u5e74\u9ec4\u91d1\u4ea7\u91cf\u5c06\u7565\u4f4e\u4e8e\u6b64\u524d420\u4e07\u7f8e\u5143\/\u76ce\u53f8\u81f3460\u4e07\u7f8e\u5143\/\u76ce\u53f8\u7684\u6307\u5bfc\u533a\u95f4\u3002<\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong> <img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-36266\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-blue-and-white-rectangular-box-with-white-text-13.png\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-blue-and-white-rectangular-box-with-white-text-13.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-blue-and-white-rectangular-box-with-white-text-13-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/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\/12\/a-graph-on-a-screen-description-automatically-gen-10.png\" alt=\"A graph on a screen\n\nDescription automatically generated\" class=\"wp-image-36267\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-graph-on-a-screen-description-automatically-gen-10.png 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-graph-on-a-screen-description-automatically-gen-10-300x119.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-graph-on-a-screen-description-automatically-gen-10-1024x405.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-graph-on-a-screen-description-automatically-gen-10-768x304.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-graph-on-a-screen-description-automatically-gen-10-1536x608.png 1536w\" sizes=\"(max-width: 1554px) 100vw, 1554px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-36180-_i97spf5o8m4c\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" class=\"wp-image-36268\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-64.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-64.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-64-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-64-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-36180-_jovpx3ajfm4s\"><\/a><strong>\u5eb7\u83f2\u77f3\u6cb9 (COP US)\uff1aOPEC+\u51cf\u4ea7\u9884\u671f<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a114\uff0c\u76ee\u6807\u4ef7\uff1a126\uff0c\u6b62\u635f\u4ef7\uff1a108<\/strong><\/li><li>\u5eb7\u83f2\u77f3\u6cb9\u516c\u53f8\u5728\u5168\u7403\u8303\u56f4\u5185\u52d8\u63a2\u3001\u751f\u4ea7\u3001\u8fd0\u8f93\u548c\u9500\u552e\u539f\u6cb9\u3001\u5929\u7136\u6c14\u3001\u6db2\u5316\u5929\u7136\u6c14\u548c\u6ca5\u9752\u3002<\/li><li><strong>OPEC+\u4f1a\u8bae\u3002<\/strong>OPEC+\u6b63\u5728\u8ba8\u8bba2024\u5e74\u7b2c\u4e00\u5b63\u5ea6\u53ef\u80fd\u8fdb\u4e00\u6b65\u524a\u51cf\u77f3\u6cb9\u4f9b\u5e94\u4ee5\u63d0\u632f\u5e02\u573a\uff0c\u5177\u4f53\u7ec6\u8282\u5c1a\u672a\u6572\u5b9a\u3002\u8be5\u7ec4\u7ec7\u8d1f\u8d23\u5168\u740340%\u4ee5\u4e0a\u7684\u77f3\u6cb9\u4f9b\u5e94\uff0c\u5df2\u7ecf\u5b9e\u65bd\u4e86\u7ea6500\u4e07\u6876\/\u65e5\u7684\u51cf\u4ea7\u3002\u6d88\u606f\u4eba\u58eb\u8868\u793a\uff0c\u62df\u8bae\u7684\u51cf\u4ea7\u5e45\u5ea6\u53ef\u80fd\u9ad8\u8fbe100\u4e07\u6876\/\u65e5\uff0c\u4f46\u4e0d\u786e\u5b9a\u6027\u4ecd\u7136\u5b58\u5728\uff0c\u4f1a\u8bae\u53ef\u80fd\u4f1a\u4fdd\u7559\u73b0\u6709\u653f\u7b56\u3002\u8c08\u5224\u6700\u521d\u56e0\u5bf9\u975e\u6d32\u751f\u4ea7\u5546\u7684\u4ea7\u91cf\u914d\u989d\u5b58\u5728\u4e89\u8bae\u800c\u63a8\u8fdf\uff0c\u4f46\u5c06\u4e8e\u5468\u56db\u7ee7\u7eed\u8fdb\u884c\u3002\u5e03\u4f26\u7279\u539f\u6cb9\u76ee\u524d\u7ea6\u4e3a\u6bcf\u687683\u7f8e\u5143\u3002\u968f\u7740\u53ef\u80fd\u7684\u51cf\u4ea7\uff0c\u7531\u4e8e\u5e02\u573a\u4f9b\u5e94\u7684\u51cf\u5c11\uff0c\u6cb9\u4ef7\u5c06\u518d\u6b21\u4e0a\u6da8\u3002<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5e03\u4f26\u7279\u539f\u6cb9\u4ef7\u683c<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1554\" height=\"635\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-graph-with-lines-and-a-red-line-description-aut-1.png\" alt=\"A graph with lines and a red line\n\nDescription automatically generated\" class=\"wp-image-36269\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-graph-with-lines-and-a-red-line-description-aut-1.png 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-graph-with-lines-and-a-red-line-description-aut-1-300x123.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-graph-with-lines-and-a-red-line-description-aut-1-1024x418.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-graph-with-lines-and-a-red-line-description-aut-1-768x314.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-graph-with-lines-and-a-red-line-description-aut-1-1536x628.png 1536w\" sizes=\"(max-width: 1554px) 100vw, 1554px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u7f8e\u56fd\u77f3\u6cb9\u4ea7\u91cf\u4e0a\u5347\u3002<\/strong>\u7f8e\u56fd\u80fd\u6e90\u60c5\u62a5\u7f72(EIA)\u8868\u793a\uff0c\u5c3d\u7ba1\u71c3\u6599\u9700\u6c42\u4f4e\u8ff7\uff0c\u4f46\u7531\u4e8e\u70bc\u6cb9\u5382\u63d0\u9ad8\u4e86\u4ea7\u91cf\uff0c\u7f8e\u56fd\u539f\u6cb9\u3001\u6c7d\u6cb9\u548c\u998f\u5206\u6cb9\u5e93\u5b58\u6709\u6240\u589e\u52a0\u3002\u539f\u6cb9\u5e93\u5b58\u589e\u52a0160\u4e07\u6876\uff0c\u4e1c\u6d77\u5cb8\u5e93\u5b58\u8fbe\u52302021\u5e741\u6708\u4ee5\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002\u70bc\u6cb9\u5382\u539f\u6cb9\u8fd0\u529b\u589e\u52a0\uff0c\u70bc\u6cb9\u5382\u5229\u7528\u7387\u4e0a\u5347\u81f3\u603b\u4ea7\u80fd\u768489.8%\u3002\u70bc\u6cb9\u5382\u4ea7\u80fd\u5728\u7ef4\u4fee\u540e\u6062\u590d\uff0c\u52a0\u4e0a\u611f\u6069\u8282\u5047\u671f\u671f\u95f4\u9700\u6c42\u75b2\u8f6f\uff0c\u4fc3\u6210\u4e86\u4f9b\u5e94\u5f62\u52bf\u3002\u5c3d\u7ba1\u5e93\u5b58\u589e\u52a0\uff0c\u4f46\u5e03\u4f26\u7279\u539f\u6cb9\u548c\u897f\u5fb7\u514b\u8428\u65af\u4e2d\u8d28\u539f\u6cb9\u671f\u8d27\u4ef7\u683c\u4e0a\u6da8\uff0c\u8fd9\u8868\u660e\u539f\u6cb9\u5e93\u5b58\u7684\u589e\u52a0\u5e76\u672a\u5bf9\u4ef7\u683c\u4ea7\u751f\u592a\u5927\u5f71\u54cd\uff0c\u5e02\u573a\u5173\u6ce8\u7684\u7126\u70b9\u4ecd\u7136\u662fOPEC+\u4f1a\u8bae\u7684\u7ed3\u679c\u3002<\/li><li><strong>23\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002<\/strong>\u4ea7\u91cf\u540c\u6bd4\u589e\u957f3%\uff0c\u8fbe\u5230181\u4e07\u6876\u6cb9\u5f53\u91cf\/\u5929\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a2.16\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.07\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\u51c0\u5229\u6da6\u4ece22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u768445\u4ebf\u7f8e\u5143\u964d\u81f323\u5e74\u7b2c\u4e09\u5b63\u5ea6\u768428\u4ebf\u7f8e\u5143\u3002\u9884\u8ba1\u517623\u5e74\u7b2c\u56db\u5b63\u5ea6\u7684\u4ea7\u91cf\u5c06\u5728186\u4e07\u81f3190\u4e07\u6876\u6cb9\u5f53\u91cf\/\u5929\u4e4b\u95f4\uff0c\u5e76\u5c06\u517623\u8d22\u5e74\u7684\u9884\u6d4b\u4e0a\u8c03\u81f3\u7ea6182\u4e07\u6876\u6cb9\u5f53\u91cf\/\u5929\u300223\u8d22\u5e74\u8c03\u6574\u540e\u7684\u8fd0\u8425\u6210\u672c\u4e5f\u4ece\u4e4b\u524d\u768483\u4ebf\u7f8e\u5143\u63d0\u9ad8\u81f386\u4ebf\u7f8e\u5143\u3002<\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong> <img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-36271\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-blue-and-white-rectangular-object-with-numbers-3.png\" alt=\"A blue and white rectangular object with numbers\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-blue-and-white-rectangular-object-with-numbers-3.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-blue-and-white-rectangular-object-with-numbers-3-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/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\/12\/a-graph-on-a-screen-description-automatically-gen-11.png\" alt=\"A graph on a screen\n\nDescription automatically generated\" class=\"wp-image-36272\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-graph-on-a-screen-description-automatically-gen-11.png 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-graph-on-a-screen-description-automatically-gen-11-300x119.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-graph-on-a-screen-description-automatically-gen-11-1024x405.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-graph-on-a-screen-description-automatically-gen-11-768x304.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/a-graph-on-a-screen-description-automatically-gen-11-1536x608.png 1536w\" sizes=\"(max-width: 1554px) 100vw, 1554px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">(Source: Bloomberg)<\/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-36180-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-36273\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-65.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-65.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-65-300x64.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=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-66.png\" alt=\"\" class=\"wp-image-36274\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-66.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/word-image-66-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Add China Tradditional Chinese Medicine (570 HK) at HK$3.9, Conocophillips (COP US) at US$114 and Barrick Gold Corp (GOLD US) at US$17.6. Cut loss on Sembcorp Industries Ltd (SCI SP) at S$5.20, Sunny Optical Technology Group (2382 HK) at HK$68, Trip.com Group Ltd (9961 HK) at HK$262 and Netflix Inc (NFLX US) at US$462.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"941\" height=\"424\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-53.png\" alt=\"\" class=\"wp-image-36374\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-53.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-53-300x135.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/12\/image-53-768x346.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/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. Wall Street ends mixed after job openings hint at cooling economy 2. Treasury Frenzy Drives 10-Year Yield Below 4.2%: Markets Wrap 3. Wall Street CEOs head to Washington with capital-rule concerns 4. Nvidia to develop new chips that comply with US export [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":22940,"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-36330","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) \u8fbe\u4ec1\u5802 (TIAN SP)\uff1a\u547c\u5438\u7cfb\u7edf\u75be\u75c5\u88ad\u51fb\u4e2d\u56fd\u5317\u65b9 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\u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) ^ Back To Top Trading Dashboard\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Keith Tan\"\/>\n\t<meta name=\"keywords\" content=\"kgi daily trading ideas (chinese)\" \/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-06-dec-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\u5e7412\u670806\u65e5: \u80dc\u6377\u4f01\u4e1a (CENT SP), \u80dc\u79d1\u5de5\u4e1a (SCI SP), \u4e2d\u56fd\u4e2d\u836f(570 HK) \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) \u8fbe\u4ec1\u5802 (TIAN SP)\uff1a\u547c\u5438\u7cfb\u7edf\u75be\u75c5\u88ad\u51fb\u4e2d\u56fd\u5317\u65b9 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a2.04\uff0c\u76ee\u6807\u4ef7\uff1a2.20\uff0c\u6b62\u635f\u4ef7\uff1a1.96 \u5929\u6d25\u533b\u836f\u8fbe\u4ec1\u5802\u96c6\u56e2\u6709\u9650\u516c\u53f8\u751f\u4ea7\u9500\u552e\u4e2d\u836f\u3001\u897f\u836f\u3001\u4fdd\u5065\u54c1\u548c\u4fdd\u5065\u4eea\u5668\u3002\u516c\u53f8\u8fd8\u751f\u4ea7\u4e0e\u57fa\u56e0\u76f8\u5173\u7684\u751f\u7269\u5236\u836f\u4ea7\u54c1\u3002\u5929\u6d25\u533b\u836f\u8fbe\u4ec1\u5802\u96c6\u56e2\u65d7\u4e0b\u4ea7\u54c1\u4ee5\u201c\u957f\u57ce\u201d\u3001\u201c\u67cf\u6811\u201d\u3001\u201c\u5065\u5eb7\u201d\u4e09\u5927\u54c1\u724c\u9500\u552e\u3002 \u547c\u5438\u9053\u75c7\u72b6\u6269\u6563\u3002\u4e2d\u56fd\u56fd\u5bb6\u536b\u751f\u5065\u5eb7\u59d4\u5458\u4f1a(NHC)\u56de\u5e94\u4e86\u4eba\u4eec\u5bf9\u547c\u5438\u9053\u75be\u75c5\u66b4\u53d1\u7684\u62c5\u5fe7\uff0c\u7406\u7531\u662f\u7531\u5df2\u77e5\u75c5\u539f\u4f53(\u5305\u62ec\u6d41\u611f\u3001\u9f3b\u75c5\u6bd2\u3001\u80ba\u708e\u652f\u539f\u4f53\u548c\u547c\u5438\u9053\u5408\u80de\u75c5\u6bd2) \u7684\u7ec4\u5408\u5f15\u8d77\u7684\u6025\u6027\u547c\u5438\u9053\u611f\u67d3\u6fc0\u589e\u3002\u5c3d\u7ba1\u89c6\u9891\u548c\u793e\u4ea4\u5a92\u4f53\u663e\u793a\u533b\u9662\u4eba\u6ee1\u4e3a\u60a3\uff0c\u4f46\u56fd\u5bb6\u536b\u751f\u5065\u5eb7\u59d4\u5411\u4e16\u754c\u536b\u751f\u7ec4\u7ec7(\u4e16\u536b\u7ec4\u7ec7)\u4fdd\u8bc1\uff0c\u6ca1\u6709\u53d1\u73b0\u5f02\u5e38\u6216\u65b0\u578b\u75c5\u539f\u4f53\uff0c\u5e76\u5c06\u8fd9\u79cd\u4e0a\u5347\u4e0eCOVID-19\u9650\u5236\u7684\u653e\u677e\u548c\u5df2\u77e5\u75c5\u539f\u4f53\u7684\u4f20\u64ad\u8054\u7cfb\u8d77\u6765\u3002\u6d41\u611f\u3001\u547c\u5438\u9053\u5408\u80de\u75c5\u6bd2\u548c\u817a\u75c5\u6bd2\u81ea10\u6708\u4ee5\u6765\u4e00\u76f4\u5728\u6d41\u884c\u3002\u867d\u7136\u4e2d\u56fd\u8ba4\u4e3a\u8fd9\u79cd\u6fc0\u589e\u662f\u5b63\u8282\u6027\u7684\uff0c\u4e0e\u8c41\u514d\u503a\u52a1\u6709\u5173\uff0c\u4f46\u4e16\u536b\u7ec4\u7ec7\u5efa\u8bae\u91c7\u53d6\u9884\u9632\u63aa\u65bd\uff0c\u5e76\u4e0e\u4e2d\u56fd\u5f53\u5c40\u4fdd\u6301\u8054\u7cfb\u3002\u8fd9\u79cd\u62c5\u5fe7\u7684\u52a0\u5267\u53ef\u80fd\u4f1a\u5bfc\u81f4\u4e2d\u56fd\u5c45\u6c11\u56e4\u79ef\u836f\u54c1\u548c\u4fdd\u5065\u54c1\uff0c\u8fd9\u5bf9\u751f\u4ea7\u6b64\u7c7b\u4fdd\u5065\u54c1\u7684\u5929\u6d25\u533b\u836f\u96c6\u56e2 (Tianjin Pharmaceutical)\u7b49\u516c\u53f8\u6709\u5229\u3002 \u6297\u751f\u7d20\u8010\u836f\u6027\u3002\u5c3d\u7ba1\u80ba\u708e\u652f\u539f\u4f53\u5bf9\u5e7f\u6cdb\u7684\u6297\u751f\u7d20\u6709\u8010\u836f\u6027\uff0c\u4f46\u5b83\u53ef\u4ee5\u7528\u963f\u5947\u9709\u7d20\u3001\u7ea2\u9709\u7d20\u548c\u514b\u62c9\u9709\u7d20\u7b49\u5176\u4ed6\u836f\u7269\u6cbb\u7597\u3002\u56fd\u52a1\u9662\u5de5\u4f5c\u7ec4\u8981\u6c42\u5730\u65b9\u653f\u5e9c\u52a0\u5f3a\u5bf9\u6d41\u611f\u3001\u65b0\u51a0\u80ba\u708e\u548c\u5176\u4ed6\u4f20\u67d3\u75c5\u7206\u53d1\u7684\u9632\u8303\uff0c\u8fd9\u53ef\u80fd\u4f1a\u589e\u52a0\u5bf9\u533b\u7597\u8bbe\u5907\u548c\u836f\u7269\u7684\u9700\u6c42\u3002 \u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002\u603b\u8425\u6536\u540c\u6bd4\u4e0b\u964d5%\u81f317.05\u4ebf\u5143\u4eba\u6c11\u5e01\u300223\u8d22\u5e74\u524d\u4e09\u5b63\u6536\u5165\u540c\u6bd4\u589e\u957f4%\uff0c\u81f357. 93\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u516c\u53f8\u4e8e2023\u5e746\u67086\u65e5\u53d1\u653e\u73b0\u91d1\u80a1\u606f\uff0c\u6bcf\u80a1\u666e\u901a\u80a1\u4e3a\u4eba\u6c11\u5e011.12\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) \u5730\u7f18\u653f\u6cbb\u4e0d\u5b89\u60c5\u7eea\u4ecd\u5728\u52a0\u5267\u3002\u5c3d\u7ba1\u6700\u8fd1\u4e2d\u7f8e\u4e4b\u95f4\u7684\u7d27\u5f20\u5c40\u52bf\u6709\u6240\u7f13\u89e3\uff0c\u4f46\u6574\u4f53\u524d\u666f\u4ecd\u7136\u8c28\u614e\u3002\u968f\u7740\u6211\u4eec\u63a5\u8fd12024\u5e74\uff0c\u9884\u671f\u7684\u5730\u7f18\u653f\u6cbb\u4e0d\u786e\u5b9a\u6027\u9690\u73b0\uff0c\u5c24\u5176\u662f1\u6708\u7684\u53f0\u6e7e\u5927\u9009\u548c11\u6708\u7684\u7f8e\u56fd\u5927\u9009\u3002\u666e\u904d\u5b58\u5728\u7684\u907f\u9669\u60c5\u7eea\u7ee7\u7eed\u652f\u6491\u7740\u91d1\u4ef7\u7684\u4e0a\u6da8\u3002 23\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f13%\uff0c\u81f328.6\u4ebf\u7f8e\u5143\u3002\u975e\u516c\u8ba4\u4f1a\u8ba1\u51c6\u5219\u6bcf\u80a1\u6536\u76ca\u4e3a0.24\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.04\u7f8e\u5143\u3002\u9884\u8ba123\u8d22\u5e74\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u5c06\u66f4\u4e3a\u5f3a\u52b2\uff0c\u4f4623\u8d22\u5e74\u9ec4\u91d1\u4ea7\u91cf\u5c06\u7565\u4f4e\u4e8e\u6b64\u524d420\u4e07\u7f8e\u5143\/\u76ce\u53f8\u81f3460\u4e07\u7f8e\u5143\/\u76ce\u53f8\u7684\u6307\u5bfc\u533a\u95f4\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) \u7f8e\u56fd\u77f3\u6cb9\u4ea7\u91cf\u4e0a\u5347\u3002\u7f8e\u56fd\u80fd\u6e90\u60c5\u62a5\u7f72(EIA)\u8868\u793a\uff0c\u5c3d\u7ba1\u71c3\u6599\u9700\u6c42\u4f4e\u8ff7\uff0c\u4f46\u7531\u4e8e\u70bc\u6cb9\u5382\u63d0\u9ad8\u4e86\u4ea7\u91cf\uff0c\u7f8e\u56fd\u539f\u6cb9\u3001\u6c7d\u6cb9\u548c\u998f\u5206\u6cb9\u5e93\u5b58\u6709\u6240\u589e\u52a0\u3002\u539f\u6cb9\u5e93\u5b58\u589e\u52a0160\u4e07\u6876\uff0c\u4e1c\u6d77\u5cb8\u5e93\u5b58\u8fbe\u52302021\u5e741\u6708\u4ee5\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002\u70bc\u6cb9\u5382\u539f\u6cb9\u8fd0\u529b\u589e\u52a0\uff0c\u70bc\u6cb9\u5382\u5229\u7528\u7387\u4e0a\u5347\u81f3\u603b\u4ea7\u80fd\u768489.8%\u3002\u70bc\u6cb9\u5382\u4ea7\u80fd\u5728\u7ef4\u4fee\u540e\u6062\u590d\uff0c\u52a0\u4e0a\u611f\u6069\u8282\u5047\u671f\u671f\u95f4\u9700\u6c42\u75b2\u8f6f\uff0c\u4fc3\u6210\u4e86\u4f9b\u5e94\u5f62\u52bf\u3002\u5c3d\u7ba1\u5e93\u5b58\u589e\u52a0\uff0c\u4f46\u5e03\u4f26\u7279\u539f\u6cb9\u548c\u897f\u5fb7\u514b\u8428\u65af\u4e2d\u8d28\u539f\u6cb9\u671f\u8d27\u4ef7\u683c\u4e0a\u6da8\uff0c\u8fd9\u8868\u660e\u539f\u6cb9\u5e93\u5b58\u7684\u589e\u52a0\u5e76\u672a\u5bf9\u4ef7\u683c\u4ea7\u751f\u592a\u5927\u5f71\u54cd\uff0c\u5e02\u573a\u5173\u6ce8\u7684\u7126\u70b9\u4ecd\u7136\u662fOPEC+\u4f1a\u8bae\u7684\u7ed3\u679c\u3002 23\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002\u4ea7\u91cf\u540c\u6bd4\u589e\u957f3%\uff0c\u8fbe\u5230181\u4e07\u6876\u6cb9\u5f53\u91cf\/\u5929\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a2.16\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.07\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\u51c0\u5229\u6da6\u4ece22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u768445\u4ebf\u7f8e\u5143\u964d\u81f323\u5e74\u7b2c\u4e09\u5b63\u5ea6\u768428\u4ebf\u7f8e\u5143\u3002\u9884\u8ba1\u517623\u5e74\u7b2c\u56db\u5b63\u5ea6\u7684\u4ea7\u91cf\u5c06\u5728186\u4e07\u81f3190\u4e07\u6876\u6cb9\u5f53\u91cf\/\u5929\u4e4b\u95f4\uff0c\u5e76\u5c06\u517623\u8d22\u5e74\u7684\u9884\u6d4b\u4e0a\u8c03\u81f3\u7ea6182\u4e07\u6876\u6cb9\u5f53\u91cf\/\u5929\u300223\u8d22\u5e74\u8c03\u6574\u540e\u7684\u8fd0\u8425\u6210\u672c\u4e5f\u4ece\u4e4b\u524d\u768483\u4ebf\u7f8e\u5143\u63d0\u9ad8\u81f386\u4ebf\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) ^ Back To Top Trading Dashboard\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-06-dec-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=\"2023-12-05T23:55:00+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2023-12-06T02:52:00+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2023\u5e7412\u670806\u65e5: \u80dc\u6377\u4f01\u4e1a (CENT SP), \u80dc\u79d1\u5de5\u4e1a (SCI SP), \u4e2d\u56fd\u4e2d\u836f(570 HK) \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) \u8fbe\u4ec1\u5802 (TIAN SP)\uff1a\u547c\u5438\u7cfb\u7edf\u75be\u75c5\u88ad\u51fb\u4e2d\u56fd\u5317\u65b9 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a2.04\uff0c\u76ee\u6807\u4ef7\uff1a2.20\uff0c\u6b62\u635f\u4ef7\uff1a1.96 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\u7684\u7ec4\u5408\u5f15\u8d77\u7684\u6025\u6027\u547c\u5438\u9053\u611f\u67d3\u6fc0\u589e\u3002\u5c3d\u7ba1\u89c6\u9891\u548c\u793e\u4ea4\u5a92\u4f53\u663e\u793a\u533b\u9662\u4eba\u6ee1\u4e3a\u60a3\uff0c\u4f46\u56fd\u5bb6\u536b\u751f\u5065\u5eb7\u59d4\u5411\u4e16\u754c\u536b\u751f\u7ec4\u7ec7(\u4e16\u536b\u7ec4\u7ec7)\u4fdd\u8bc1\uff0c\u6ca1\u6709\u53d1\u73b0\u5f02\u5e38\u6216\u65b0\u578b\u75c5\u539f\u4f53\uff0c\u5e76\u5c06\u8fd9\u79cd\u4e0a\u5347\u4e0eCOVID-19\u9650\u5236\u7684\u653e\u677e\u548c\u5df2\u77e5\u75c5\u539f\u4f53\u7684\u4f20\u64ad\u8054\u7cfb\u8d77\u6765\u3002\u6d41\u611f\u3001\u547c\u5438\u9053\u5408\u80de\u75c5\u6bd2\u548c\u817a\u75c5\u6bd2\u81ea10\u6708\u4ee5\u6765\u4e00\u76f4\u5728\u6d41\u884c\u3002\u867d\u7136\u4e2d\u56fd\u8ba4\u4e3a\u8fd9\u79cd\u6fc0\u589e\u662f\u5b63\u8282\u6027\u7684\uff0c\u4e0e\u8c41\u514d\u503a\u52a1\u6709\u5173\uff0c\u4f46\u4e16\u536b\u7ec4\u7ec7\u5efa\u8bae\u91c7\u53d6\u9884\u9632\u63aa\u65bd\uff0c\u5e76\u4e0e\u4e2d\u56fd\u5f53\u5c40\u4fdd\u6301\u8054\u7cfb\u3002\u8fd9\u79cd\u62c5\u5fe7\u7684\u52a0\u5267\u53ef\u80fd\u4f1a\u5bfc\u81f4\u4e2d\u56fd\u5c45\u6c11\u56e4\u79ef\u836f\u54c1\u548c\u4fdd\u5065\u54c1\uff0c\u8fd9\u5bf9\u751f\u4ea7\u6b64\u7c7b\u4fdd\u5065\u54c1\u7684\u5929\u6d25\u533b\u836f\u96c6\u56e2 (Tianjin Pharmaceutical)\u7b49\u516c\u53f8\u6709\u5229\u3002 \u6297\u751f\u7d20\u8010\u836f\u6027\u3002\u5c3d\u7ba1\u80ba\u708e\u652f\u539f\u4f53\u5bf9\u5e7f\u6cdb\u7684\u6297\u751f\u7d20\u6709\u8010\u836f\u6027\uff0c\u4f46\u5b83\u53ef\u4ee5\u7528\u963f\u5947\u9709\u7d20\u3001\u7ea2\u9709\u7d20\u548c\u514b\u62c9\u9709\u7d20\u7b49\u5176\u4ed6\u836f\u7269\u6cbb\u7597\u3002\u56fd\u52a1\u9662\u5de5\u4f5c\u7ec4\u8981\u6c42\u5730\u65b9\u653f\u5e9c\u52a0\u5f3a\u5bf9\u6d41\u611f\u3001\u65b0\u51a0\u80ba\u708e\u548c\u5176\u4ed6\u4f20\u67d3\u75c5\u7206\u53d1\u7684\u9632\u8303\uff0c\u8fd9\u53ef\u80fd\u4f1a\u589e\u52a0\u5bf9\u533b\u7597\u8bbe\u5907\u548c\u836f\u7269\u7684\u9700\u6c42\u3002 \u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002\u603b\u8425\u6536\u540c\u6bd4\u4e0b\u964d5%\u81f317.05\u4ebf\u5143\u4eba\u6c11\u5e01\u300223\u8d22\u5e74\u524d\u4e09\u5b63\u6536\u5165\u540c\u6bd4\u589e\u957f4%\uff0c\u81f357. 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23\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f13%\uff0c\u81f328.6\u4ebf\u7f8e\u5143\u3002\u975e\u516c\u8ba4\u4f1a\u8ba1\u51c6\u5219\u6bcf\u80a1\u6536\u76ca\u4e3a0.24\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.04\u7f8e\u5143\u3002\u9884\u8ba123\u8d22\u5e74\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u5c06\u66f4\u4e3a\u5f3a\u52b2\uff0c\u4f4623\u8d22\u5e74\u9ec4\u91d1\u4ea7\u91cf\u5c06\u7565\u4f4e\u4e8e\u6b64\u524d420\u4e07\u7f8e\u5143\/\u76ce\u53f8\u81f3460\u4e07\u7f8e\u5143\/\u76ce\u53f8\u7684\u6307\u5bfc\u533a\u95f4\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) 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(Tianjin Pharmaceutical)\u7b49\u516c\u53f8\u6709\u5229\u3002 \u6297\u751f\u7d20\u8010\u836f\u6027\u3002\u5c3d\u7ba1\u80ba\u708e\u652f\u539f\u4f53\u5bf9\u5e7f\u6cdb\u7684\u6297\u751f\u7d20\u6709\u8010\u836f\u6027\uff0c\u4f46\u5b83\u53ef\u4ee5\u7528\u963f\u5947\u9709\u7d20\u3001\u7ea2\u9709\u7d20\u548c\u514b\u62c9\u9709\u7d20\u7b49\u5176\u4ed6\u836f\u7269\u6cbb\u7597\u3002\u56fd\u52a1\u9662\u5de5\u4f5c\u7ec4\u8981\u6c42\u5730\u65b9\u653f\u5e9c\u52a0\u5f3a\u5bf9\u6d41\u611f\u3001\u65b0\u51a0\u80ba\u708e\u548c\u5176\u4ed6\u4f20\u67d3\u75c5\u7206\u53d1\u7684\u9632\u8303\uff0c\u8fd9\u53ef\u80fd\u4f1a\u589e\u52a0\u5bf9\u533b\u7597\u8bbe\u5907\u548c\u836f\u7269\u7684\u9700\u6c42\u3002 \u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002\u603b\u8425\u6536\u540c\u6bd4\u4e0b\u964d5%\u81f317.05\u4ebf\u5143\u4eba\u6c11\u5e01\u300223\u8d22\u5e74\u524d\u4e09\u5b63\u6536\u5165\u540c\u6bd4\u589e\u957f4%\uff0c\u81f357. 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\u547c\u5438\u9053\u75c7\u72b6\u6269\u6563\u3002\u4e2d\u56fd\u56fd\u5bb6\u536b\u751f\u5065\u5eb7\u59d4\u5458\u4f1a(NHC)\u56de\u5e94\u4e86\u4eba\u4eec\u5bf9\u547c\u5438\u9053\u75be\u75c5\u66b4\u53d1\u7684\u62c5\u5fe7\uff0c\u7406\u7531\u662f\u7531\u5df2\u77e5\u75c5\u539f\u4f53(\u5305\u62ec\u6d41\u611f\u3001\u9f3b\u75c5\u6bd2\u3001\u80ba\u708e\u652f\u539f\u4f53\u548c\u547c\u5438\u9053\u5408\u80de\u75c5\u6bd2) \u7684\u7ec4\u5408\u5f15\u8d77\u7684\u6025\u6027\u547c\u5438\u9053\u611f\u67d3\u6fc0\u589e\u3002\u5c3d\u7ba1\u89c6\u9891\u548c\u793e\u4ea4\u5a92\u4f53\u663e\u793a\u533b\u9662\u4eba\u6ee1\u4e3a\u60a3\uff0c\u4f46\u56fd\u5bb6\u536b\u751f\u5065\u5eb7\u59d4\u5411\u4e16\u754c\u536b\u751f\u7ec4\u7ec7(\u4e16\u536b\u7ec4\u7ec7)\u4fdd\u8bc1\uff0c\u6ca1\u6709\u53d1\u73b0\u5f02\u5e38\u6216\u65b0\u578b\u75c5\u539f\u4f53\uff0c\u5e76\u5c06\u8fd9\u79cd\u4e0a\u5347\u4e0eCOVID-19\u9650\u5236\u7684\u653e\u677e\u548c\u5df2\u77e5\u75c5\u539f\u4f53\u7684\u4f20\u64ad\u8054\u7cfb\u8d77\u6765\u3002\u6d41\u611f\u3001\u547c\u5438\u9053\u5408\u80de\u75c5\u6bd2\u548c\u817a\u75c5\u6bd2\u81ea10\u6708\u4ee5\u6765\u4e00\u76f4\u5728\u6d41\u884c\u3002\u867d\u7136\u4e2d\u56fd\u8ba4\u4e3a\u8fd9\u79cd\u6fc0\u589e\u662f\u5b63\u8282\u6027\u7684\uff0c\u4e0e\u8c41\u514d\u503a\u52a1\u6709\u5173\uff0c\u4f46\u4e16\u536b\u7ec4\u7ec7\u5efa\u8bae\u91c7\u53d6\u9884\u9632\u63aa\u65bd\uff0c\u5e76\u4e0e\u4e2d\u56fd\u5f53\u5c40\u4fdd\u6301\u8054\u7cfb\u3002\u8fd9\u79cd\u62c5\u5fe7\u7684\u52a0\u5267\u53ef\u80fd\u4f1a\u5bfc\u81f4\u4e2d\u56fd\u5c45\u6c11\u56e4\u79ef\u836f\u54c1\u548c\u4fdd\u5065\u54c1\uff0c\u8fd9\u5bf9\u751f\u4ea7\u6b64\u7c7b\u4fdd\u5065\u54c1\u7684\u5929\u6d25\u533b\u836f\u96c6\u56e2 (Tianjin Pharmaceutical)\u7b49\u516c\u53f8\u6709\u5229\u3002 \u6297\u751f\u7d20\u8010\u836f\u6027\u3002\u5c3d\u7ba1\u80ba\u708e\u652f\u539f\u4f53\u5bf9\u5e7f\u6cdb\u7684\u6297\u751f\u7d20\u6709\u8010\u836f\u6027\uff0c\u4f46\u5b83\u53ef\u4ee5\u7528\u963f\u5947\u9709\u7d20\u3001\u7ea2\u9709\u7d20\u548c\u514b\u62c9\u9709\u7d20\u7b49\u5176\u4ed6\u836f\u7269\u6cbb\u7597\u3002\u56fd\u52a1\u9662\u5de5\u4f5c\u7ec4\u8981\u6c42\u5730\u65b9\u653f\u5e9c\u52a0\u5f3a\u5bf9\u6d41\u611f\u3001\u65b0\u51a0\u80ba\u708e\u548c\u5176\u4ed6\u4f20\u67d3\u75c5\u7206\u53d1\u7684\u9632\u8303\uff0c\u8fd9\u53ef\u80fd\u4f1a\u589e\u52a0\u5bf9\u533b\u7597\u8bbe\u5907\u548c\u836f\u7269\u7684\u9700\u6c42\u3002 \u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002\u603b\u8425\u6536\u540c\u6bd4\u4e0b\u964d5%\u81f317.05\u4ebf\u5143\u4eba\u6c11\u5e01\u300223\u8d22\u5e74\u524d\u4e09\u5b63\u6536\u5165\u540c\u6bd4\u589e\u957f4%\uff0c\u81f357. 93\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u516c\u53f8\u4e8e2023\u5e746\u67086\u65e5\u53d1\u653e\u73b0\u91d1\u80a1\u606f\uff0c\u6bcf\u80a1\u666e\u901a\u80a1\u4e3a\u4eba\u6c11\u5e011.12\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) \u5730\u7f18\u653f\u6cbb\u4e0d\u5b89\u60c5\u7eea\u4ecd\u5728\u52a0\u5267\u3002\u5c3d\u7ba1\u6700\u8fd1\u4e2d\u7f8e\u4e4b\u95f4\u7684\u7d27\u5f20\u5c40\u52bf\u6709\u6240\u7f13\u89e3\uff0c\u4f46\u6574\u4f53\u524d\u666f\u4ecd\u7136\u8c28\u614e\u3002\u968f\u7740\u6211\u4eec\u63a5\u8fd12024\u5e74\uff0c\u9884\u671f\u7684\u5730\u7f18\u653f\u6cbb\u4e0d\u786e\u5b9a\u6027\u9690\u73b0\uff0c\u5c24\u5176\u662f1\u6708\u7684\u53f0\u6e7e\u5927\u9009\u548c11\u6708\u7684\u7f8e\u56fd\u5927\u9009\u3002\u666e\u904d\u5b58\u5728\u7684\u907f\u9669\u60c5\u7eea\u7ee7\u7eed\u652f\u6491\u7740\u91d1\u4ef7\u7684\u4e0a\u6da8\u3002 23\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f13%\uff0c\u81f328.6\u4ebf\u7f8e\u5143\u3002\u975e\u516c\u8ba4\u4f1a\u8ba1\u51c6\u5219\u6bcf\u80a1\u6536\u76ca\u4e3a0.24\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.04\u7f8e\u5143\u3002\u9884\u8ba123\u8d22\u5e74\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u5c06\u66f4\u4e3a\u5f3a\u52b2\uff0c\u4f4623\u8d22\u5e74\u9ec4\u91d1\u4ea7\u91cf\u5c06\u7565\u4f4e\u4e8e\u6b64\u524d420\u4e07\u7f8e\u5143\/\u76ce\u53f8\u81f3460\u4e07\u7f8e\u5143\/\u76ce\u53f8\u7684\u6307\u5bfc\u533a\u95f4\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) \u7f8e\u56fd\u77f3\u6cb9\u4ea7\u91cf\u4e0a\u5347\u3002\u7f8e\u56fd\u80fd\u6e90\u60c5\u62a5\u7f72(EIA)\u8868\u793a\uff0c\u5c3d\u7ba1\u71c3\u6599\u9700\u6c42\u4f4e\u8ff7\uff0c\u4f46\u7531\u4e8e\u70bc\u6cb9\u5382\u63d0\u9ad8\u4e86\u4ea7\u91cf\uff0c\u7f8e\u56fd\u539f\u6cb9\u3001\u6c7d\u6cb9\u548c\u998f\u5206\u6cb9\u5e93\u5b58\u6709\u6240\u589e\u52a0\u3002\u539f\u6cb9\u5e93\u5b58\u589e\u52a0160\u4e07\u6876\uff0c\u4e1c\u6d77\u5cb8\u5e93\u5b58\u8fbe\u52302021\u5e741\u6708\u4ee5\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002\u70bc\u6cb9\u5382\u539f\u6cb9\u8fd0\u529b\u589e\u52a0\uff0c\u70bc\u6cb9\u5382\u5229\u7528\u7387\u4e0a\u5347\u81f3\u603b\u4ea7\u80fd\u768489.8%\u3002\u70bc\u6cb9\u5382\u4ea7\u80fd\u5728\u7ef4\u4fee\u540e\u6062\u590d\uff0c\u52a0\u4e0a\u611f\u6069\u8282\u5047\u671f\u671f\u95f4\u9700\u6c42\u75b2\u8f6f\uff0c\u4fc3\u6210\u4e86\u4f9b\u5e94\u5f62\u52bf\u3002\u5c3d\u7ba1\u5e93\u5b58\u589e\u52a0\uff0c\u4f46\u5e03\u4f26\u7279\u539f\u6cb9\u548c\u897f\u5fb7\u514b\u8428\u65af\u4e2d\u8d28\u539f\u6cb9\u671f\u8d27\u4ef7\u683c\u4e0a\u6da8\uff0c\u8fd9\u8868\u660e\u539f\u6cb9\u5e93\u5b58\u7684\u589e\u52a0\u5e76\u672a\u5bf9\u4ef7\u683c\u4ea7\u751f\u592a\u5927\u5f71\u54cd\uff0c\u5e02\u573a\u5173\u6ce8\u7684\u7126\u70b9\u4ecd\u7136\u662fOPEC+\u4f1a\u8bae\u7684\u7ed3\u679c\u3002 23\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002\u4ea7\u91cf\u540c\u6bd4\u589e\u957f3%\uff0c\u8fbe\u5230181\u4e07\u6876\u6cb9\u5f53\u91cf\/\u5929\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a2.16\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.07\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\u51c0\u5229\u6da6\u4ece22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u768445\u4ebf\u7f8e\u5143\u964d\u81f323\u5e74\u7b2c\u4e09\u5b63\u5ea6\u768428\u4ebf\u7f8e\u5143\u3002\u9884\u8ba1\u517623\u5e74\u7b2c\u56db\u5b63\u5ea6\u7684\u4ea7\u91cf\u5c06\u5728186\u4e07\u81f3190\u4e07\u6876\u6cb9\u5f53\u91cf\/\u5929\u4e4b\u95f4\uff0c\u5e76\u5c06\u517623\u8d22\u5e74\u7684\u9884\u6d4b\u4e0a\u8c03\u81f3\u7ea6182\u4e07\u6876\u6cb9\u5f53\u91cf\/\u5929\u300223\u8d22\u5e74\u8c03\u6574\u540e\u7684\u8fd0\u8425\u6210\u672c\u4e5f\u4ece\u4e4b\u524d\u768483\u4ebf\u7f8e\u5143\u63d0\u9ad8\u81f386\u4ebf\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) ^ Back To Top Trading Dashboard","og:url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-06-dec-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":"2023-12-05T23:55:00+00:00","article:modified_time":"2023-12-06T02:52:00+00:00","twitter:card":"summary","twitter:title":"2023\u5e7412\u670806\u65e5: \u80dc\u6377\u4f01\u4e1a (CENT SP), \u80dc\u79d1\u5de5\u4e1a (SCI SP), \u4e2d\u56fd\u4e2d\u836f(570 HK) \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) \u8fbe\u4ec1\u5802 (TIAN SP)\uff1a\u547c\u5438\u7cfb\u7edf\u75be\u75c5\u88ad\u51fb\u4e2d\u56fd\u5317\u65b9 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a2.04\uff0c\u76ee\u6807\u4ef7\uff1a2.20\uff0c\u6b62\u635f\u4ef7\uff1a1.96 \u5929\u6d25\u533b\u836f\u8fbe\u4ec1\u5802\u96c6\u56e2\u6709\u9650\u516c\u53f8\u751f\u4ea7\u9500\u552e\u4e2d\u836f\u3001\u897f\u836f\u3001\u4fdd\u5065\u54c1\u548c\u4fdd\u5065\u4eea\u5668\u3002\u516c\u53f8\u8fd8\u751f\u4ea7\u4e0e\u57fa\u56e0\u76f8\u5173\u7684\u751f\u7269\u5236\u836f\u4ea7\u54c1\u3002\u5929\u6d25\u533b\u836f\u8fbe\u4ec1\u5802\u96c6\u56e2\u65d7\u4e0b\u4ea7\u54c1\u4ee5\u201c\u957f\u57ce\u201d\u3001\u201c\u67cf\u6811\u201d\u3001\u201c\u5065\u5eb7\u201d\u4e09\u5927\u54c1\u724c\u9500\u552e\u3002 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\u7684\u7ec4\u5408\u5f15\u8d77\u7684\u6025\u6027\u547c\u5438\u9053\u611f\u67d3\u6fc0\u589e\u3002\u5c3d\u7ba1\u89c6\u9891\u548c\u793e\u4ea4\u5a92\u4f53\u663e\u793a\u533b\u9662\u4eba\u6ee1\u4e3a\u60a3\uff0c\u4f46\u56fd\u5bb6\u536b\u751f\u5065\u5eb7\u59d4\u5411\u4e16\u754c\u536b\u751f\u7ec4\u7ec7(\u4e16\u536b\u7ec4\u7ec7)\u4fdd\u8bc1\uff0c\u6ca1\u6709\u53d1\u73b0\u5f02\u5e38\u6216\u65b0\u578b\u75c5\u539f\u4f53\uff0c\u5e76\u5c06\u8fd9\u79cd\u4e0a\u5347\u4e0eCOVID-19\u9650\u5236\u7684\u653e\u677e\u548c\u5df2\u77e5\u75c5\u539f\u4f53\u7684\u4f20\u64ad\u8054\u7cfb\u8d77\u6765\u3002\u6d41\u611f\u3001\u547c\u5438\u9053\u5408\u80de\u75c5\u6bd2\u548c\u817a\u75c5\u6bd2\u81ea10\u6708\u4ee5\u6765\u4e00\u76f4\u5728\u6d41\u884c\u3002\u867d\u7136\u4e2d\u56fd\u8ba4\u4e3a\u8fd9\u79cd\u6fc0\u589e\u662f\u5b63\u8282\u6027\u7684\uff0c\u4e0e\u8c41\u514d\u503a\u52a1\u6709\u5173\uff0c\u4f46\u4e16\u536b\u7ec4\u7ec7\u5efa\u8bae\u91c7\u53d6\u9884\u9632\u63aa\u65bd\uff0c\u5e76\u4e0e\u4e2d\u56fd\u5f53\u5c40\u4fdd\u6301\u8054\u7cfb\u3002\u8fd9\u79cd\u62c5\u5fe7\u7684\u52a0\u5267\u53ef\u80fd\u4f1a\u5bfc\u81f4\u4e2d\u56fd\u5c45\u6c11\u56e4\u79ef\u836f\u54c1\u548c\u4fdd\u5065\u54c1\uff0c\u8fd9\u5bf9\u751f\u4ea7\u6b64\u7c7b\u4fdd\u5065\u54c1\u7684\u5929\u6d25\u533b\u836f\u96c6\u56e2 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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. Wall Street ends mixed after job openings hint at cooling economy 2. Treasury Frenzy Drives 10-Year Yield Below 4.2%: Markets Wrap 3. Wall Street CEOs head to Washington with capital-rule concerns 4. Nvidia to develop new chips that comply with US export&hellip;","_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/36330","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/comments?post=36330"}],"version-history":[{"count":6,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/36330\/revisions"}],"predecessor-version":[{"id":36395,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/36330\/revisions\/36395"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media\/22940"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media?parent=36330"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/categories?post=36330"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/tags?post=36330"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}