{"id":38326,"date":"2024-01-26T07:57:00","date_gmt":"2024-01-25T23:57:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=38326"},"modified":"2024-01-26T10:52:55","modified_gmt":"2024-01-26T02:52:55","slug":"kgi-daily-trading-ideas-26-jan-2024-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-26-jan-2024-zh\/","title":{"rendered":"2024\u5e7401\u670826\u65e5: \u73cd\u5b9d\u96c6\u56e2 (JUMBO SP), \u56fd\u836f\u63a7\u80a1(1099 HK), Palantir Technologies Inc. (PLTR US)"},"content":{"rendered":"\n<p class=\"has-cyan-bluish-gray-background-color has-background wp-block-paragraph\"><a href=\"#sg\">\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350<\/a> |<a href=\"#hk\"> \u9999\u6e2f\u80a1\u7968\u63a8\u8350<\/a> | <a href=\"#us\">\u7f8e\u80a1\u63a8\u8350<\/a> | <a href=\"http:\/\/sp\">\u884c\u4e1a\u677f\u5757\u8868\u73b0<\/a> | <a href=\"#td\"> \u4ea4\u6613\u9f99\u864e\u699c<\/a> <\/p>\n\n\n\n<figure class=\"wp-block-image is-style-default\" id=\"sp\"><img fetchpriority=\"high\" decoding=\"async\" width=\"829\" height=\"104\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-159.png\" alt=\"\" class=\"wp-image-29726\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-159.png 829w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-159-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/07\/word-image-159-768x96.png 768w\" sizes=\"(max-width: 829px) 100vw, 829px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-38326-_fginbsn8cd1z\"><\/a><a id=\"post-38326-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"941\" height=\"373\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/image-196.png\" alt=\"\" class=\"wp-image-38420\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/image-196.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/image-196-300x119.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/image-196-768x304.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:\/\/www.straitstimes.com\/business\/economy\/us-fourth-quarter-growth-handily-beats-expectations-on-strong-consumer-spending\">US fourth-quarter growth handily beats expectations on strong consumer spending<\/a><\/td><\/tr><tr><td>2. <a href=\"https:\/\/www.cnbc.com\/2024\/01\/26\/ai-hiring-frenzy-to-fuel-layoffs-in-other-tech-segments-this-year.html\">AI hiring frenzy to fuel layoffs in other tech segments as firms strive to balance costs<\/a><\/td><\/tr><tr><td>3. <a href=\"https:\/\/www.reuters.com\/markets\/commodities\/oil-prices-rise-big-draw-us-crude-stocks-china-stimulus-hopes-2024-01-25\/\">Oil jumps, settles up 3% on strong US economy, Red Sea tensions<\/a><\/td><\/tr><tr><td>4. <a href=\"https:\/\/www.cnbc.com\/2024\/01\/25\/tesla-tsla-shares-fall-after-musks-ev-maker-warns-of-2024-slowdown.html\">Tesla shares close down 12% after automaker warns of slowdown<\/a><\/td><\/tr><tr><td>5. <a href=\"https:\/\/www.cnbc.com\/2024\/01\/25\/microsoft-lays-off-1900-workers-nearly-9percent-of-gaming-division-after-activision-blizzard-acquisition.html\">Microsoft lays off 1,900 workers, nearly 9% of gaming division, after Activision Blizzard acquisition<\/a><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-281.png\" alt=\"\" class=\"wp-image-38382\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-281.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-281-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-38326-_qqv3rtx8nazp\"><\/a><a id=\"post-38326-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1417\" height=\"558\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-screen-shot-of-a-chart-description-automaticall-3.png\" alt=\"A screen shot of a chart\n\nDescription automatically generated\" class=\"wp-image-38383\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-screen-shot-of-a-chart-description-automaticall-3.png 1417w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-screen-shot-of-a-chart-description-automaticall-3-300x118.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-screen-shot-of-a-chart-description-automaticall-3-1024x403.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-screen-shot-of-a-chart-description-automaticall-3-768x302.png 768w\" sizes=\"(max-width: 1417px) 100vw, 1417px\" \/><\/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.reuters.com\/markets\/asia\/geopolitics-elections-policy-uncertainty-weigh-china-market-financial-leaders-2024-01-25\/\">Geopolitics, elections and policy uncertainty to weigh on China market \u2013 financial leaders<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.channelnewsasia.com\/business\/china-gdp-economic-growth-2023-clean-energy-electric-vehicles-byd-4072751\">Clean energy largest driver of Chinese GDP growth in 2023<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.scmp.com\/economy\/economic-indicators\/article\/3249720\/chinas-lunar-new-year-travel-surge-boost-economy-property-market-and-private-firms-remain-top\">China\u2019s Lunar New Year travel surge to boost economy, but property market and private firms remain top priority<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.channelnewsasia.com\/asia\/china-banks-cut-hold-reserve-boost-lending-economy-4070776\">China to cut amount banks hold in reserve to boost lending<\/a>v\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/cdfhgrouphttps:\/www.reuters.com\/technology\/apple-smartphone-shipments-china-shrink-21-fourth-quarter-idc-2024-01-25\/.sharepoint.com\/sites\/KGISGRS\/Shared%20Documents\/2024%20TI,%20TA%20&%20WPI\/2024%20TI\/Done%20and%20dusted\">Apple\u2019s iPhone shipments in China drop 2% in Q4 as Huawei grows market share<\/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\/2024\/01\/word-image-282.png\" alt=\"\" class=\"wp-image-38384\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-282.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-282-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  <a id=\"post-38326-_7c2gwybbbr90\"><\/a>\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-38326-_9i0c554gtu0u\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-283.png\" class=\"wp-image-38386\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-283.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-283-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u73cd\u5b9d\u96c6\u56e2 (JUMBO SP)\uff1a\u6b22\u8fce\u66f4\u591a\u7684\u4e2d\u56fd\u4eba<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.265\uff0c\u76ee\u6807\u4ef7\uff1a0.285\uff0c\u6b62\u635f\u4ef7\uff1a0.255<\/strong>\n  <\/li><li>\n    \u73cd\u5b9d\u96c6\u56e2\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u6d77\u9c9c\u9910\u5385\u96c6\u56e2\uff0c\u63d0\u4f9b\u591a\u79cd\u9910\u996e\u6982\u5ff5\uff0c\u8fce\u5408\u5404\u79cd\u7c7b\u578b\u7684\u6d88\u8d39\u8005\u3002\u8be5\u516c\u53f8\u5728\u65b0\u52a0\u5761\u3001\u4e2d\u56fd\u548c\u65e5\u672c\u90fd\u8bbe\u6709\u9910\u5385\u3002\n  <\/li><li><strong>\u4e92\u514d\u7b7e\u8bc1\u3002<\/strong>\u4ece2\u67089\u65e5\u8d77\uff0c\u65b0\u52a0\u5761\u548c\u4e2d\u56fd\u5c06\u5b9e\u65bd30\u5929\u514d\u7b7e\u8bc1\u5b89\u6392\uff0c\u5141\u8bb8\u4e24\u56fd\u666e\u901a\u62a4\u7167\u6301\u6709\u4eba\u514d\u7b7e\u8bc1\u5165\u5883\u6700\u591a30\u5929\u3002\u8be5\u534f\u8bae\u4e8e1\u670825\u65e5\u7b7e\u7f72\uff0c\u4e0e\u4e2d\u56fd\u65b0\u5e74\u5047\u671f\u4e00\u81f4\u3002\u4e2d\u56fd\u4e0e\u81f3\u5c1122\u4e2a\u56fd\u5bb6\u6709\u7c7b\u4f3c\u7684\u5168\u9762\u514d\u7b7e\u8bc1\u5b89\u6392\uff0c\u8fd9\u4e00\u4e3e\u63aa\u65e8\u5728\u4fc3\u8fdb\u65b0\u52a0\u5761\u548c\u4e2d\u56fd\u4e4b\u95f4\u7684\u65c5\u884c\uff0c\u7279\u522b\u662f\u4eca\u5e74\u7684\u4e2d\u56fd\u65b0\u5e74\u662f2\u670810\u65e5\u3002\n  <\/li><li><strong>\u4e2d\u56fd\u6e38\u5ba2\u9884\u8ba1\u5c06\u589e\u957f\u3002<\/strong>\u5c3d\u7ba1\u6d88\u8d39\u8005\u4fe1\u5fc3\u5f31\u4e8e\u9884\u671f\uff0c\u4f46\u5206\u6790\u5e08\u548c\u8c03\u67e5\u6570\u636e\u9884\u6d4b\uff0c2024\u5e74\u4e2d\u56fd\u6e38\u5ba2\u51fa\u5883\u6e38\u5c06\u7ee7\u7eed\u590d\u82cf\u3002\u5c3d\u7ba1\u4e2d\u56fd\u7684\u7ecf\u6d4e\u6570\u636e\u663e\u793a\u51fa\u6d88\u8d39\u8005\u7684\u8c28\u614e\u6001\u5ea6\uff0c\u4f46\u51fa\u6e38\u548c\u5728\u9910\u9986\u548c\u9152\u5427\u793e\u4ea4\u7684\u70ed\u60c5\u5374\u660e\u663e\u4e0a\u5347\u3002\u9ea6\u80af\u9521\u9884\u6d4b\uff0c\u6d88\u8d39\u5c06\u4ece\u5546\u54c1\u8f6c\u5411\u670d\u52a1\uff0c\u8fd9\u5c06\u4fc3\u8fdb\u56fd\u9645\u65c5\u6e38\u7684\u590d\u82cf\u3002\u603b\u90e8\u4f4d\u4e8e\u65b0\u52a0\u5761\u7684\u4e2d\u56fd\u8d38\u6613\u53f0\u9884\u6d4b\uff0c2024\u5e74\u4e2d\u56fd\u6e38\u5ba2\u7684\u56fd\u9645\u65c5\u884c\u5c06\u589e\u957f50%\uff0c\u8fbe\u5230\u75ab\u60c5\u524d\u6c34\u5e73\u768462%\u3002\u65b0\u52a0\u5761\u6709\u671b\u4ece\u65c5\u6e38\u4e1a\u7684\u590d\u82cf\u4e2d\u53d7\u76ca\uff0c\u6210\u4e3a\u6700\u53d7\u53d7\u8bbf\u8005\u6b22\u8fce\u7684\u65c5\u6e38\u76ee\u7684\u5730\u3002\u65b0\u52a0\u5761\u548c\u4e2d\u56fd\u4e4b\u95f4\u5373\u5c06\u8fbe\u6210\u768430\u5929\u4e92\u514d\u7b7e\u8bc1\u534f\u8bae\u88ab\u89c6\u4e3a\u4fc3\u8fdb\u65c5\u6e38\u4e1a\u7684\u79ef\u6781\u53d1\u5c55\u3002Jumbo\u5c06\u4ece\u65c5\u5ba2\u6570\u91cf\u7684\u589e\u52a0\u548c\u670d\u52a1\u652f\u51fa\u7684\u8f6c\u53d8\u4e2d\u53d7\u76ca\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u4e0b\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>2023\u5e74\u4e0b\u534a\u5e74\u6536\u5165\u589e\u957f40.7%\uff0c\u4ece6,600\u4e07\u65b0\u5143\u589e\u81f39,280\u4e07\u65b0\u5143\u3002\u7531\u4e8e\u98df\u54c1\u548c\u996e\u6599\u90e8\u95e8\u9500\u552e\u7684\u590d\u82cf\uff0c\u516c\u53f8\u6536\u76ca\u540c\u6bd4\u589e\u957f52%\uff0c\u4ece440\u4e07\u65b0\u5143\u589e\u81f3670\u4e07\u65b0\u5143\u3002\u9500\u552e\u6210\u672c\u4e0a\u534746.5%\uff0c\u81f33,260\u4e07\u65b0\u5143\uff0c\u4e0e\u8425\u6536\u6301\u5e73\u3002\u5728\u4e2d\u56fd\uff0c\u7531\u4e8e2022\u5e7412\u6708\u8be5\u56fd\u6e05\u96f6\u653f\u7b56\u7ed3\u675f\uff0c2023\u5e74\u4e0b\u534a\u5e74\u7684\u6536\u5165\u589e\u957f\u4e8615.3%\uff0c\u8fbe\u52301,270\u4e07\u65b0\u5143\u3002\u5728\u53f0\u6e7e\uff0c\u96c6\u56e2\u7684\u6536\u5165\u8d21\u732e\u589e\u957f17.5%\uff0c\u81f3190\u4e07\u65b0\u5143\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-284.png\" alt=\"\" class=\"wp-image-38387\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-284.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-284-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1380\" height=\"599\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-285.png\" alt=\"\" class=\"wp-image-38388\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-285.png 1380w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-285-300x130.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-285-1024x444.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-285-768x333.png 768w\" sizes=\"(max-width: 1380px) 100vw, 1380px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-long-line-of-a-white-background-description-aut-13.png\" class=\"wp-image-38389\" alt=\"A long line of a white background\n\nDescription automatically generated with medium confidence\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-long-line-of-a-white-background-description-aut-13.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-long-line-of-a-white-background-description-aut-13-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/> <\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u798f\u6839\u96c6\u56e2 (FRKN SP)\uff1a\u4e58\u82af\u7247\u884c\u4e1a\u4e0a\u5347\u4e4b\u52bf<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.38\uff0c\u76ee\u6807\u4ef7\uff1a1.60\uff0c\u6b62\u635f\u4ef7\uff1a1.27<\/strong>\n  <\/li><li>\n    \u798f\u6839\u96c6\u56e2 \u662f\u4e00\u5bb6\u5168\u7403\u7efc\u5408\u6280\u672f\u89e3\u51b3\u65b9\u6848\u516c\u53f8\uff0c\u5728\u65b0\u52a0\u5761\u4ea4\u6613\u6240\u4e3b\u677f\u4e0a\u5e02\u3002\u4ed6\u4eec\u4e3a\u5206\u6790\u548c\u751f\u547d\u79d1\u5b66\u3001\u6c7d\u8f66\u3001\u533b\u7597\u4fdd\u5065\u3001\u5de5\u4e1a\u548c\u534a\u5bfc\u4f53\u884c\u4e1a\u7684\u4e16\u754c\u7ea7\u8de8\u56fd\u516c\u53f8\u63d0\u4f9b\u5168\u9762\u7684\u539f\u59cb\u8bbe\u8ba1\u3001\u539f\u59cb\u8bbe\u5907\u548c\u591a\u6837\u5316\u7684\u96c6\u6210\u5236\u9020\u89e3\u51b3\u65b9\u6848\u3002\n  <\/li><li><strong>\u5168\u7403\u6700\u5927\u7684\u534a\u5bfc\u4f53\u751f\u4ea7\u5546\u53d1\u51fa\u4e86\u5f3a\u70c8\u7684\u4eba\u5de5\u667a\u80fd\u82af\u7247\u9700\u6c42\u4fe1\u53f7\u3002<\/strong>\u53f0\u79ef\u7535\u5bf9\u7528\u4e8e\u4eba\u5de5\u667a\u80fd(AI)\u7684\u9ad8\u7aef\u82af\u7247\u7684\u5f3a\u52b2\u9700\u6c42\u63a8\u52a8\u4e86\u534a\u5bfc\u4f53\u6307\u6570\u7684\u4e0a\u6da8\uff0c\u4e3a\u5927\u76d8\u4e0a\u6da8\u505a\u51fa\u4e86\u8d21\u732e\u30022024\u5e74\u4eba\u5de5\u667a\u80fd\u9700\u6c42\u7684\u79ef\u6781\u524d\u666f\u5f15\u53d1\u4e86\u4e50\u89c2\u60c5\u7eea\uff0c\u4e13\u5bb6\u9884\u6d4b\u534a\u5bfc\u4f53\u516c\u53f8\u7684\u6536\u5165\u5c06\u5927\u5e45\u589e\u957f\uff0c\u8fd9\u8868\u660e\u6280\u672f\u9769\u547d\u5904\u4e8e\u65e9\u671f\u9636\u6bb5\u3002\u4eba\u5de5\u667a\u80fd\u8ba1\u7b97\u9886\u57df\u7684\u5173\u952e\u53c2\u4e0e\u8005\u82f1\u4f1f\u8fbe(Nvidia)\u7684\u80a1\u4ef7\u4e5f\u51fa\u73b0\u4e86\u4e0a\u6da8\uff0c\u521b\u4e0b\u4e86\u65b0\u7684\u5386\u53f2\u65b0\u9ad8\u3002\u6211\u4eec\u9884\u8ba1\uff0c\u8fd9\u4e00\u79ef\u6781\u52bf\u5934\u5c06\u8f6c\u5316\u4e3afrenken\u534a\u5bfc\u4f53\u90e8\u95e8\u4ea7\u751f\u7684\u6536\u5165\uff0c\u8be5\u90e8\u95e8\u7ea6\u5360\u5176\u7b2c\u4e09\u5b63\u5ea6\u6536\u5165\u768440%\u3002\n  <\/li><li><strong>\u9884\u671f\u5229\u7387\u4e0b\u964d\u3002<\/strong>\u9884\u8ba1\u7f8e\u8054\u50a8(Federal Reserve)\u5c06\u57281\u6708\u4efd\u7684\u4f1a\u8bae\u4e0a\u7ef4\u6301\u5173\u952e\u5229\u7387\u57285.25%-5.5%\u7684\u533a\u95f4\u4e0d\u53d8\u3002\u5c3d\u7ba1\u5e02\u573a\u5bf93\u6708\u4efd\u964d\u606f\u7684\u9690\u542b\u53ef\u80fd\u6027\u5df2\u7ecf\u4ece75%\u7684\u9ad8\u70b9\u964d\u81f353.8%\uff0c\u8868\u660e\u5bf9\u5373\u5c06\u964d\u606f\u7684\u4fe1\u5fc3\u4e0b\u964d\uff0c\u4f46\u8054\u90a6\u516c\u5f00\u5e02\u573a\u59d4\u5458\u4f1a\u6b64\u524d\u66fe\u6982\u8ff0\u4e862024\u5e74\u81f3\u5c11\u4e09\u6b21\u964d\u606f\u7684\u8ba1\u5212\u3002\u9884\u8ba1\u5168\u5e74\u5229\u7387\u5c06\u4e0b\u964d\uff0c\u8fd9\u53ef\u80fd\u6709\u52a9\u4e8e\u63d0\u9ad8\u534a\u5bfc\u4f53\u884c\u4e1a\u7684\u4f30\u503c\u3002\n  <\/li><li><strong>\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u7b2c\u4e09\u5b63\u5ea6\u6536\u5165\u4e0b\u964d5.6%\u81f31.844\u4ebf\u7f8e\u5143\u3002\u7531\u4e8e\u79d1\u6280\u884c\u4e1a\u5177\u6709\u6311\u6218\u6027\u7684\u5546\u4e1a\u73af\u5883\uff0c\u6536\u76ca\u540c\u6bd4\u4e0b\u964d35.1%\u81f3710\u4e07\u7f8e\u5143\u3002\u6bdb\u5229\u7387\u4ece22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u768413.7%\u6536\u7f29\u81f312.4%\uff0c\u5f52\u56e0\u4e8e\u6536\u5165\u4e0b\u964d\u3001\u901a\u80c0\u6210\u672c\u538b\u529b\u4ee5\u53ca\u6298\u65e7\u8d39\u7528\u589e\u52a0\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-blue-and-white-rectangular-box-with-white-text-24.png\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" class=\"wp-image-38390\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-blue-and-white-rectangular-box-with-white-text-24.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-blue-and-white-rectangular-box-with-white-text-24-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1133\" height=\"596\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-graph-on-a-screen-description-automatically-gen-15.png\" alt=\"A graph on a screen\n\nDescription automatically generated\" class=\"wp-image-38391\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-graph-on-a-screen-description-automatically-gen-15.png 1133w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-graph-on-a-screen-description-automatically-gen-15-300x158.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-graph-on-a-screen-description-automatically-gen-15-1024x539.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-graph-on-a-screen-description-automatically-gen-15-768x404.png 768w\" sizes=\"(max-width: 1133px) 100vw, 1133px\" \/><\/figure>\n\n\n\n<h5 class=\"wp-block-heading\"><a id=\"post-38326-_uhzkqhavyvxz\"><\/a>(Source: Bloomberg)<\/h5>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-286.png\" class=\"wp-image-38392\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-286.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-286-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-38326-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-287.png\" class=\"wp-image-38393\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-287.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-287-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-38326-_34eo5yf8y7pj\"><\/a><strong>\u56fd\u836f\u63a7\u80a1(1099 HK)\uff1a\u6d41\u611f\u5b63\u8282<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a19.6\uff0c\u76ee\u6807\u4ef7\uff1a21.6\uff0c\u6b62\u635f\u4ef7\uff1a18.6<\/strong>\n  <\/li><li>\n    \u56fd\u836f\u63a7\u80a1\u80a1\u4efd\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u836f\u54c1\u53ca\u533b\u7597\u5668\u68b0\u5206\u9500\u4e1a\u52a1\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u56db\u4e2a\u90e8\u95e8\u8fd0\u8425\u4e1a\u52a1\u3002\u533b\u836f\u5206\u9500\u90e8\u95e8\u5411\u533b\u9662\u3001\u5176\u4ed6\u5206\u9500\u5546\u3001\u96f6\u552e\u836f\u5e97\u53ca\u8bca\u6240\u7b49\u5ba2\u6237\u5206\u9500\u533b\u836f\u5236\u54c1\u3002\u533b\u7597\u5668\u68b0\u4e1a\u52a1\u90e8\u95e8\u5411\u5ba2\u6237\u5206\u9500\u533b\u7597\u5668\u68b0\uff0c\u5e76\u63d0\u4f9b\u5b89\u88c5\u548c\u7ef4\u4fee\u670d\u52a1\u3002\u533b\u836f\u96f6\u552e\u4e1a\u52a1\u90e8\u95e8\u7ecf\u8425\u533b\u836f\u8fde\u9501\u5e97\u3002\u5176\u4ed6\u4e1a\u52a1\u90e8\u95e8\u5206\u9500\u5b9e\u9a8c\u5ba4\u7528\u54c1\u3001\u5236\u9020\u53ca\u5206\u9500\u5316\u5b66\u8bd5\u5242\u3001\u751f\u4ea7\u53ca\u9500\u552e\u533b\u836f\u5236\u54c1\u3002\n  <\/li><li><strong>\u6d41\u611f\u75c5\u4f8b\u6fc0\u589e\u3002<\/strong>\u81ea\u51ac\u5b63\u6765\u4e34\u4ee5\u6765\uff0c\u4e2d\u56fd\u7684\u6025\u6027\u4f20\u67d3\u6027\u547c\u5438\u9053\u75be\u75c5\u75c5\u4f8b\u6709\u6240\u589e\u52a0\u3002\u6839\u636e\u5728\u7ebf\u533b\u7597\u5e73\u53f0\u4eac\u4e1c\u5065\u5eb7\u7684\u6570\u636e\uff0c\u4e0e11\u6708\u548c12\u6708\u7684\u6570\u636e\u76f8\u6bd4\uff0c1\u6708\u7684\u524d12\u5929\uff0c\u6d41\u611f\u836f\u7269\u7684\u9500\u91cf\u5206\u522b\u5927\u5e45\u589e\u957f\u4e86340%\u548c13%\u3002\u4e2d\u56fd\u5bf9\u547c\u5438\u7cfb\u7edf\u75be\u75c5\u836f\u7269\u7684\u9700\u6c42\u589e\u52a0\uff0c\u4fc3\u4f7f\u4e3b\u8981\u836f\u54c1\u5236\u9020\u5546\u5927\u5e45\u589e\u52a0\u751f\u4ea7\u3002\u4e1a\u5185\u4e13\u5bb6\u9884\u8ba1\uff0c\u5728\u672a\u6765\u7684\u65e5\u5b50\u91cc\uff0c\u5bf9\u6b64\u7c7b\u8865\u6551\u63aa\u65bd\u7684\u9700\u6c42\u5c06\u8d8a\u6765\u8d8a\u5927\u3002\u6269\u5927\u4e1a\u52a1\u3002\n  <\/li><li><strong>\u6218\u7565\u5408\u4f5c\u3002<\/strong>\u8fd1\u65e5\uff0c\u65b0\u4e61\u5e02\u65b0\u5987\u5e7c\u4fdd\u5065\u9662\u548c\u56fd\u836f\u4e2d\u539f\u513f\u7ae5\u533b\u9662\u7684\u5960\u57fa\u4eea\u5f0f\u5728\u65b0\u4e61\u5e02\u4e2d\u5fc3\u533b\u9662\u4e1c\u6821\u533a\u897f\u4fa7\u4e3e\u884c\u3002\u8be5\u9879\u76ee\u6807\u5fd7\u7740\u56fd\u836f\u96c6\u56e2\u4e0e\u65b0\u4e61\u5e02\u4eba\u6c11\u653f\u5e9c\u6301\u7eed\u5341\u591a\u5e74\u7684\u533b\u7597\u6539\u9769\u5408\u4f5c\u7684\u4e00\u4e2a\u91cd\u8981\u91cc\u7a0b\u7891\u3002\u56fd\u836f\u96c6\u56e2\u8868\u793a\uff0c\u672a\u6765\u5c06\u8fdb\u4e00\u6b65\u6df1\u5316\u4e0e\u65b0\u4e61\u5e02\u59d4\u3001\u5e02\u653f\u5e9c\u7684\u5408\u4f5c\u4e0e\u63a5\u89e6\u3002\u516c\u53f8\u81f4\u529b\u4e8e\u5c65\u884c\u4e2d\u592e\u4f01\u4e1a\u7684\u804c\u8d23\uff0c\u65e8\u5728\u53d6\u5f97\u66f4\u4e30\u7855\u3001\u66f4\u6709\u5f71\u54cd\u529b\u7684\u534f\u540c\u6210\u679c\u3002\n  <\/li><li><strong>23\u5e74\u524d\u4e09\u5b63\u4e1a\u7ee9\u3002<\/strong>2023\u8d22\u5e74\u524d\u4e09\u5b63\u8425\u4e1a\u6536\u5165\u540c\u6bd4\u589e\u957f9.73%\uff0c\u81f34,459\u4ebf\u5143\uff0c\u800c2022\u8d22\u5e74\u4e3a4064\u4ebf\u5143\u3002\u524d\u4e09\u5b63\u51c0\u5229\u6da6\u589e\u957f2.60%\uff0c\u81f3101\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c2022\u5e74\u540c\u671f\u4e3a98.1\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u7a00\u91ca\u540e\u6bcf\u80a1\u6536\u76ca\u4ece2022\u5e74\u540c\u671f\u76841.88\u5143\u4e0a\u5347\u81f31.96\u5143\uff0c\u589e\u5e45\u4e3a4.25%\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-288.png\" alt=\"\" class=\"wp-image-38394\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-288.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-288-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1380\" height=\"599\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-289.png\" alt=\"\" class=\"wp-image-38395\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-289.png 1380w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-289-300x130.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-289-1024x444.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-289-768x333.png 768w\" sizes=\"(max-width: 1380px) 100vw, 1380px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-290.png\" class=\"wp-image-38396\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-290.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-290-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>PRADA S.P.A. (1913 HK)\uff1a90\u5e74\u4ee3\u65f6\u5c1a\u590d\u5174<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a45.3\uff0c\u76ee\u6807\u4ef7\uff1a49.3\uff0c\u6b62\u635f\u4ef7\uff1a43.3<\/strong>\n  <\/li><li>\n    PRADA S.p.A. \u4e3b\u8981\u4ece\u4e8b\u8bbe\u8ba1\u3001\u751f\u4ea7\u53ca\u5206\u9500\u76ae\u5177\u7528\u54c1\u3001\u624b\u888b\u3001\u978b\u5c65\u3001\u670d\u9970\u3001\u914d\u9970\u3001\u773c\u955c\u53ca\u9999\u6c34\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u62e5\u670913\u4e2a\u5185\u90e8\u751f\u4ea7\u57fa\u5730\uff0c\u5176\u4e2d\u6709\u5341\u4e00\u4e2a\u4f4d\u4e8e\u610f\u5927\u5229\uff0c\u4e00\u4e2a\u4f4d\u4e8e\u7f8e\u56fd\uff0c\u4e00\u4e2a\u4f4d\u4e8e\u6cd5\u56fd\u3002\n  <\/li><li><strong>\u4e2d\u56fd\u65b0\u5e74\u5ba3\u4f20\u6d3b\u52a8\u3002<\/strong>\u666e\u62c9\u8fbe\u6700\u8fd1\u63a8\u51fa\u4e862024\u5e74\u9f99\u5e74\u7684\u4e2d\u56fd\u65b0\u5e74\u5ba3\u4f20\u6d3b\u52a8\uff0c\u7075\u611f\u6765\u81ea\u738b\u5bb6\u536b\u7ecf\u5178\u7535\u5f71\u7684\u6000\u65e7\u9b45\u529b\u3002\u8be5\u5e7f\u544a\u4ee5\u6d6a\u6f2b\u4e3b\u4e49\u548c\u9c9c\u7ea2\u7684\u8272\u8c03\u4e3a\u57fa\u8c03\uff0c\u4ee5\u738b\u5bb6\u536b\u6700\u8fd1\u63a8\u51fa\u7684\u6700\u65b0\u7535\u89c6\u5267\u300a\u7e41\u82b1\u300b\u4e2d\u7684\u6f14\u5458\u675c\u9e43\u4e3a\u4e3b\u89d2\u3002\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u6768\u798f\u4e1c\u7684\u7535\u5f71\u300a\u521d\u6625\u300b\u7684\u4ee3\u8a00\u4eba\u8d75\u78ca\u5728\u4e0a\u6d77\u7684Pradasphere II\u5c55\u89c8\u4e0a\u5c55\u51fa\u3002\u8be5\u7cfb\u5217\u63a8\u51fa\u4e86Re-Nylon\u6c34\u6876\u5e3d\uff0c\u6f06\u76ae\u8ff7\u4f60\u5305\uff0c\u6a31\u6843\u7ea2\u8272\u7684\u5c0f\u888b\uff0c\u4ee5\u53ca\u9ed1\u8272\u76ae\u9769\u94b1\u5305\u548c\u76ae\u5e26\u3002\u6b64\u5916\uff0c\u666e\u62c9\u8fbe\u5bb6\u5c45(Prada Home)\u7528\u53e4\u602a\u7684\u74f7\u676f\u4e3a\u6574\u4e2a\u7cfb\u5217\u9526\u4e0a\u6dfb\u82b1\uff0c\u5171\u540c\u6355\u6349\u4e86\u8fd9\u4e2a\u4e3b\u9898\u5e86\u5178\u7684\u7cbe\u9ad3\u3002\u8fd9\u4e9b\u7cbe\u5fc3\u6311\u9009\u7684\u670d\u88c5\u4e3a\u6d88\u8d39\u8005\u5728\u9f99\u5e74\u7684\u8863\u6a71\u91cc\u63d0\u4f9b\u4e86\u591a\u79cd\u9009\u62e9\u3002\n  <\/li><li><strong>\u6269\u5927\u4e1a\u52a1\u3002<\/strong>\u666e\u62c9\u8fbe\u6700\u8fd1\u4ee54.25\u4ebf\u7f8e\u5143\u7684\u4ef7\u683c\u6536\u8d2d\u4e86\u4f4d\u4e8e\u7ebd\u7ea6\u7684\u7b2c\u4e94\u5927\u9053\u5546\u5e97\uff0c\u6269\u5927\u4e86\u5176\u5168\u7403\u5f71\u54cd\u529b\u3002\u8be5\u516c\u53f8\u5f3a\u8c03\u4e86\u8be5\u7269\u4e1a\u4f4d\u4e8e\u7b2c\u4e94\u5927\u9053\u7684\u6218\u7565\u91cd\u8981\u6027\u3002\u7ebd\u7ea6\u7b2c\u4e94\u5927\u9053(Fifth Avenue)\u662f\u4e16\u754c\u4e0a\u6700\u6602\u8d35\u7684\u96f6\u552e\u8857\uff0c\u5b83\u5fc5\u7136\u4f1a\u5438\u5f15\u8bb8\u591a\u8d2d\u7269\u8005\uff0c\u5e76\u4e3a\u8be5\u516c\u53f8\u5e26\u6765\u6536\u5165\u3002\u666e\u62c9\u8fbe\u96c6\u56e2\u6700\u8fd1\u8fd8\u4e0eStore Specialist Inc.(SSI)\u6210\u7acb\u4e86\u4e00\u5bb6\u5408\u8d44\u4f01\u4e1a\uff0c\u62e5\u6709\u5e76\u7ecf\u8425\u5962\u4f88\u54c1\u724c\u666e\u62c9\u8fbe\u5728\u8be5\u56fd\u7684\u96f6\u552e\u5e97\u3002Prada S.p.A\u5c06\u6301\u6709Prada\u83f2\u5f8b\u5bbe\u516c\u53f860%\u7684\u80a1\u4efd\uff0cSSI\u5c06\u6301\u670940%\u7684\u80a1\u4efd<strong>\u3002<\/strong>\u8fd9\u5bb6\u5e97\u4ece2024\u5e74\u521d\u5c31\u5f00\u59cb\u8fd0\u8425\u3002\n  <\/li><li><strong>Lyst\u6307\u6570\u6392\u540d\u699c\u9996\u3002<\/strong>Miu Miu\u662f\u610f\u5927\u5229\u9ad8\u7ea7\u65f6\u5c1a\u5973\u6027\u670d\u88c5\u548c\u914d\u9970\u54c1\u724c\uff0c\u4e5f\u662f\u666e\u62c9\u8fbe\u7684\u5168\u8d44\u5b50\u516c\u53f8\uff0c\u57282023\u5e74\u7b2c\u4e09\u5b63\u5ea6\u7684Lyst\u6307\u6570\u4e2d\u6392\u540d\u7b2c\u4e00\uff0c\u8fd9\u662f\u65f6\u5c1a\u754c\u6700\u70ed\u95e8\u7684\u54c1\u724c\u548c\u4ea7\u54c1\u7684\u5b63\u5ea6\u6392\u540d\u3002Lyst Index\u80cc\u540e\u7684\u516c\u5f0f\u8003\u8651\u4e86Lyst\u8d2d\u7269\u8005\u7684\u884c\u4e3a\uff0c\u5305\u62ec\u5e73\u53f0\u5185\u5916\u7684\u641c\u7d22\u3001\u4ea7\u54c1\u67e5\u770b\u548c\u9500\u552e\u989d\u3002\u4e3a\u4e86\u8ffd\u8e2a\u54c1\u724c\u548c\u4ea7\u54c1\u7684\u70ed\u5ea6\uff0c\u8be5\u516c\u5f0f\u8fd8\u7eb3\u5165\u4e86\u4e09\u4e2a\u6708\u5185\u5168\u7403\u793e\u4ea4\u5a92\u4f53\u63d0\u53ca\u3001\u6d3b\u52a8\u548c\u53c2\u4e0e\u5ea6\u7edf\u8ba1\u6570\u636e\u3002\u7531\u4e8eMiu Miu\u4ecd\u5728\u53d1\u5e03\u51e0\u6b3e\u4ea7\u54c1\uff0c\u6bd4\u5982\u6700\u8fd1\u63a8\u51fa\u7684Wander matelass\u00e9 nappa\u76ae\u9769\u6d41\u6d6a\u5305\uff0cMiu Miu\u5f88\u53ef\u80fd\u57282023\u5e74\u7b2c\u56db\u5b63\u5ea6\u9ad8\u5c45Lyst\u6307\u6570\u699c\u9996\u3002\n  <\/li><li><strong>23\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u3002 <\/strong>\u6309\u56fa\u5b9a\u6c47\u7387\u8ba1\u7b97\uff0c2023\u8d22\u5e74\u524d\u4e09\u5b63\u6536\u5165\u540c\u6bd4\u589e\u957f10.3%\uff0c\u81f333.4\u4ebf\u6b27\u5143\uff0c\u800c2022\u8d22\u5e74\u540c\u671f\u4e3a29.8\u4ebf\u6b27\u5143\u3002\u53d7\u540c\u7c7b\u548c\u5168\u4ef7\u9500\u552e\u7684\u63a8\u52a8\uff0c2023\u5e74\u524d\u4e09\u5b63\u96f6\u552e\u989d\u6309\u56fa\u5b9a\u6c47\u7387\u8ba1\u7b97\u540c\u6bd4\u589e\u957f10.4%\uff0c\u81f32,980\u4ebf\u6b27\u5143\uff0c\u800c2022\u5e74\u540c\u671f\u4e3a26.5\u4ebf\u6b27\u5143\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-blue-and-white-rectangular-box-with-white-text-25.png\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" class=\"wp-image-38397\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-blue-and-white-rectangular-box-with-white-text-25.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-blue-and-white-rectangular-box-with-white-text-25-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1133\" height=\"596\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-graph-with-lines-and-numbers-description-automa-1.png\" alt=\"A graph with lines and numbers\n\nDescription automatically generated\" class=\"wp-image-38398\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-graph-with-lines-and-numbers-description-automa-1.png 1133w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-graph-with-lines-and-numbers-description-automa-1-300x158.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-graph-with-lines-and-numbers-description-automa-1-1024x539.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-graph-with-lines-and-numbers-description-automa-1-768x404.png 768w\" sizes=\"(max-width: 1133px) 100vw, 1133px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-291.png\" class=\"wp-image-38399\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-291.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-291-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-38326-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-292.png\" class=\"wp-image-38400\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-292.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-292-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-292-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-38326-_d29khlbf2k6d\"><\/a><strong>Palantir Technologies Inc. (PLTR US)\uff1a\u8868\u73b0\u6ede\u540e<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a16.5\uff0c\u76ee\u6807\u4ef7\uff1a18.5\uff0c\u6b62\u635f\u4ef7\uff1a15.5<\/strong>\n  <\/li><li>\n    Palantir Technologies Inc.\u5f00\u53d1\u5206\u6790\u4fe1\u606f\u7684\u8f6f\u4ef6\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u652f\u6301\u591a\u79cd\u6570\u636e\u7684\u89e3\u51b3\u65b9\u6848\uff0c\u5305\u62ec\u7ed3\u6784\u5316\u3001\u975e\u7ed3\u6784\u5316\u3001\u5173\u7cfb\u3001\u65f6\u95f4\u548c\u5730\u7406\u7a7a\u95f4\u6570\u636e\u3002Palantir Technologies\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002\n  <\/li><li><strong>\u9884\u671f\u4f1a\u6709\u597d\u4e1a\u7ee9\u3002<\/strong>Palantir\u7b2c\u4e09\u5b63\u5ea6\u6536\u76ca\u5f3a\u52b2\uff0c\u7f8e\u56fd\u5546\u4e1a\u6536\u5165\u540c\u6bd4\u589e\u957f33%\uff0c\u8fbe\u52301.16\u4ebf\u7f8e\u5143\uff0c\u663e\u793a\u51fa\u5bf9\u653f\u5e9c\u5408\u540c\u4f9d\u8d56\u7684\u8f6c\u53d8\u3002\u8be5\u516c\u53f8\u7684\u4eba\u5de5\u667a\u80fd\u4e1a\u52a1\u6b63\u5728\u83b7\u5f97\u52a8\u529b\uff0c\u5546\u4e1a\u5ba2\u6237\u540c\u6bd4\u589e\u957f45%\uff0c\u5546\u4e1a\u6536\u5165\u540c\u6bd4\u589e\u957f23%\u3002\u4eba\u5de5\u667a\u80fd\u5e73\u53f0(AIP)\u88ab\u8fc5\u901f\u91c7\u7528\uff0c\u5728\u7b2c\u4e09\u5b63\u5ea6\uff0c\u7528\u6237\u51e0\u4e4e\u589e\u52a0\u4e86\u4e24\u500d\uff0cPalantir\u8ba1\u5212\u901a\u8fc7\u8bad\u7ec3\u8425\u79ef\u6781\u5c06AIP\u6269\u5c55\u5230\u5546\u4e1a\u5ba2\u6237\u3002\u8be5\u516c\u53f8\u91cd\u65b0\u8bbe\u8ba1\u7684\u5e02\u573a\u8fdb\u5165\u65b9\u5f0f\u6b63\u5728\u52a0\u901f\u5546\u4e1a\u4ea4\u6613\u7684\u589e\u957f\uff0c\u4ea4\u6613\u6570\u91cf\u548c\u5408\u540c\u603b\u4ef7\u503c\u5747\u663e\u7740\u589e\u52a0\u3002\u4eba\u5de5\u667a\u80fd\u7684\u79ef\u6781\u5f71\u54cd\u53cd\u6620\u5728\u6295\u8d44\u8005\u5bf9\u7b2c\u56db\u5b63\u5ea6\u6536\u5165\u589e\u957f\u7684\u9884\u671f\u4e0a\u3002\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u8be5\u516c\u53f8\u7b2c\u4e09\u5b63\u5ea6\u7684\u4e1a\u7ee9\u6807\u5fd7\u7740\u5176\u8fde\u7eed\u7b2c\u56db\u4e2a\u5b63\u5ea6\u76c8\u5229\uff0c\u8fd9\u4f7f\u5176\u6709\u8d44\u683c\u88ab\u7eb3\u5165\u6807\u51c6\u666e\u5c14500\u6307\u6570\u3002\n  <\/li><li><strong>\u8fce\u5934\u8d76\u4e0a\u3002<\/strong>\u5728\u5948\u98de\u548c\u53f0\u79ef\u7535\u7b49\u5927\u516c\u53f8\u5f3a\u52b2\u7684\u4e1a\u7ee9\u548c\u6307\u5f15\u7684\u63a8\u52a8\u4e0b\uff0c\u6807\u51c6\u666e\u5c14500\u6307\u6570\u548c\u7eb3\u65af\u8fbe\u514b\u7efc\u5408\u6307\u6570\u6700\u8fd1\u5927\u5e45\u4e0a\u6da8\u3002\u5c5e\u4e8e\u4eba\u5de5\u667a\u80fd\u4e3b\u9898\u7684\u4e2d\u5c0f\u5e02\u503c\u516c\u53f8\u5c06\u8fce\u5934\u8d76\u4e0a\u300223\u8d22\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u3002 \n  <\/li><li><strong>\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e<\/strong>\u3002\u6536\u5165\u540c\u6bd4\u589e\u957f16.8%\uff0c\u8fbe\u52305.58\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f208\u4e07\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.07\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.01\u7f8e\u5143\u3002\u5b83\u5c0623\u8d22\u5e74\u7684\u6536\u5165\u6307\u5bfc\u4e0a\u8c03\u81f322.16\u4ebf\u7f8e\u5143\u81f322.22\u4ebf\u7f8e\u5143\u4e4b\u95f4\uff0c\u800c\u5e02\u573a\u9884\u671f\u4e3a22.1\u4ebf\u7f8e\u5143\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n  <\/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\/2024\/01\/word-image-293.png\" alt=\"\" class=\"wp-image-38401\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-293.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-293-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1380\" height=\"599\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-294.png\" alt=\"\" class=\"wp-image-38402\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-294.png 1380w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-294-300x130.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-294-1024x444.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-294-768x333.png 768w\" sizes=\"(max-width: 1380px) 100vw, 1380px\" \/><\/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-38326-_i97spf5o8m4c\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-295.png\" class=\"wp-image-38403\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-295.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-295-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-295-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-38326-_jovpx3ajfm4s\"><\/a><strong>\u5361\u6885\u79d1(CCJ US)\uff1a\u4f9b\u5e94\u51cf\u5c11<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a47\uff0c\u76ee\u6807\u4ef7\uff1a51\uff0c\u6b62\u635f\u4ef7\uff1a45<\/strong>\n  <\/li><li>\n    \u5361\u6885\u79d1\u516c\u53f8\u52d8\u63a2\u3001\u5f00\u53d1\u3001\u5f00\u91c7\u3001\u7cbe\u70bc\u3001\u8f6c\u5316\u548c\u5236\u9020\u94c0\u3002\u8be5\u516c\u53f8\u51fa\u552e\u94c0\u4f5c\u4e3a\u6838\u53cd\u5e94\u5806\u53d1\u7535\u7684\u71c3\u6599\u3002\u516c\u53f8\u7684\u4e1a\u52a1\u904d\u53ca\u5168\u7403\u3002\n  <\/li><li><strong>\u4ef7\u683c\u98de\u6da8\u3002<\/strong>\u94c0\u5df2\u98d9\u5347\u81f3\u6bcf\u78c5106\u7f8e\u5143\uff0c\u8fbe\u52302007\u5e74\u4ee5\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002\u8fc7\u53bb5\u5e74\uff0c\u7531\u4e8e\u5168\u7403\u5bf9\u5316\u77f3\u71c3\u6599(\u5c24\u5176\u662f\u7164\u70ad)\u7684\u6253\u51fb\uff0c\u5bfc\u81f4\u6f5c\u5728\u7684\u7535\u529b\u4f9b\u5e94\u7d27\u5f20\uff0c\u8be5\u5e02\u573a\u9762\u4e34\u538b\u529b\u3002\u5bf9\u7535\u6c14\u5316\u7684\u9700\u6c42\u589e\u52a0\uff0c\u7279\u522b\u662f\u5728\u6c7d\u8f66\u65b9\u9762\uff0c\u4ee5\u53ca\u5bf9\u6838\u80fd\u4f5c\u4e3a\u4e00\u79cd\u76f8\u5bf9\u826f\u6027\u7684\u80fd\u6e90\u751f\u4ea7\u5f62\u5f0f\u7684\u770b\u6cd5\u7684\u8f6c\u53d8\uff0c\u4fc3\u6210\u4e86\u94c0\u5e02\u573a\u7684\u7e41\u8363\u3002\u4fc4\u7f57\u65af\u4e3b\u8981\u7684\u94c0\u751f\u4ea7\u5546Kazatomprom\u8b66\u544a\u79f0\uff0c\u7531\u4e8e\u539f\u6750\u6599\u77ed\u7f3a\u548c\u751f\u4ea7\u4e2d\u65ad\uff0c\u672a\u6765\u4e24\u5e74\u8be5\u516c\u53f8\u53ef\u80fd\u8fbe\u4e0d\u5230\u4ea7\u91cf\u76ee\u6807\uff0c\u4ece\u800c\u63a8\u9ad8\u94c0\u4ef7\u3002\u5c3d\u7ba1\u5386\u53f2\u4e0a\u6838\u7535\u7ad9\u53d1\u751f\u8fc7\u4e8b\u6545\uff0c\u4f46\u6301\u7eed\u5f3a\u52b2\u7684\u9700\u6c42\u5df2\u7ecf\u5f00\u59cb\u8d85\u8fc7\u94c0\u7684\u4f9b\u5e94\u3002\u5728\u94c0\u5e02\u573a\u4f9b\u5e94\u6301\u7eed\u53d7\u9650\u7684\u540c\u65f6\uff0c\u5bf9\u8fd9\u79cd\u5bf9\u6838\u80fd\u751f\u4ea7\u81f3\u5173\u91cd\u8981\u7684\u91d1\u5c5e\u7684\u9700\u6c42\u5374\u5728\u4e0d\u65ad\u4e0a\u5347\u3002\u5728\u53bb\u5e74\u7684\u8fea\u62dcCOP28\u6c14\u5019\u5cf0\u4f1a\u4e0a\uff0c22\u4e2a\u56fd\u5bb6\u627f\u8bfa\u52302050\u5e74\u5c06\u6838\u7535\u88c5\u673a\u5bb9\u91cf\u589e\u52a0\u4e24\u500d\uff0c\u8fd9\u8fdb\u4e00\u6b65\u51f8\u663e\u4e86\u9700\u6c42\u7684\u589e\u957f\u3002\n  <\/li><li><strong>\u94c0\u6d53\u7f29\u878d\u8d44\u3002<\/strong>\u6700\u8fd1\uff0c\u7f8e\u56fd\u80fd\u6e90\u90e8\u6700\u9ad8\u6838\u80fd\u5b98\u5458\u6566\u4fc3\u56fd\u4f1a\u6279\u51c6\u767d\u5bab\u4e3a\u6838\u71c3\u6599\u6d53\u7f29\u63d0\u4f9b21.6\u4ebf\u7f8e\u5143\u7684\u8865\u5145\u8d44\u91d1\u8bf7\u6c42\u3002\u8fd9\u7b14\u989d\u5916\u8d44\u91d1\u7684\u76ee\u7684\u662f\u6269\u5927\u56fd\u5185\u94c0\u8f6c\u5316\u548c\u6d53\u7f29\u8bbe\u65bd\uff0c\u51cf\u5c11\u5bf9\u4fc4\u7f57\u65af\u94c0\u7684\u4f9d\u8d56\u3002\u6b64\u4e3e\u5bf9\u4e8e\u786e\u4fdd\u7f8e\u56fd\u5f53\u524d\u548c\u672a\u6765\u7684\u6838\u53cd\u5e94\u5806\u6709\u8db3\u591f\u7684\u71c3\u6599\u4f9b\u5e94\u81f3\u5173\u91cd\u8981\u3002\u7f8e\u56fd\u80fd\u6e90\u90e8(DOE)\u4e00\u76f4\u5728\u5411\u627f\u5305\u5546\u62db\u6807\uff0c\u4ee5\u5efa\u7acb\u56fd\u5185\u9ad8\u542b\u91cf\u4f4e\u6d53\u7f29\u94c0(HALEU)\u71c3\u6599\u4f9b\u5e94\uff0c\u5176\u6d53\u5ea6\u9ad8\u8fbe20%\uff0c\u76ee\u524d\u53ea\u80fd\u4ece\u4fc4\u7f57\u65af\u83b7\u5f97\u5546\u4e1a\u4f9b\u5e94\u3002\u4e3a\u751f\u4ea7\u4f4e\u6d53\u94c0\u71c3\u6599\uff0c\u7f8e\u56fd\u6b63\u5728\u5bfb\u6c42\u4e0e\u6d53\u7f29\u670d\u52a1\u516c\u53f8\u7b7e\u8ba2\u957f\u8fbe10\u5e74\u7684\u5408\u540c\uff0c\u7f8e\u56fd\u80fd\u6e90\u90e8\u4e3a\u6b64\u76ee\u7684\u63d0\u4f9b\u4e86\u5927\u7ea65\u4ebf\u7f8e\u5143\u7684\u8d44\u91d1\u3002\u8be5\u9879\u76ee\u65e8\u5728\u91c7\u8d2d\u71c3\u6599\u4f9b\u5e94\uff0c\u4ee5\u652f\u6301\u4e0b\u4e00\u4ee3\u53cd\u5e94\u5806\uff0c\u5305\u62ecX-energy\u548cTerraPower\u5f00\u53d1\u7684\u53cd\u5e94\u5806\u3002\u6b64\u4e3e\u4e0e\u62dc\u767b\u603b\u7edf\u7684\u6c14\u5019\u53d8\u5316\u8bae\u7a0b\u4e00\u81f4\uff0c\u4f46\u4e13\u5bb6\u4eec\u63d0\u51fa\u4e86\u5bf9\u6838\u6269\u6563\u98ce\u9669\u7684\u62c5\u5fe7\u3002\u7f8e\u56fd\u552f\u4e00\u4e00\u5bb6\u62e5\u6709\u751f\u4ea7\u9ad8\u6d53\u94c0\u8bb8\u53ef\u8bc1\u7684\u516c\u53f8\u662f\u68ee\u7279\u52d2\u65af\u80fd\u6e90\u516c\u53f8(Centrus Energy)\uff0c\u8be5\u516c\u53f8\u5e0c\u671b\u6b64\u6b21\u5f81\u6c42\u5efa\u8bae\u4e66\u5c06\u4f7f\u5176\u4f4d\u4e8e\u4fc4\u4ea5\u4fc4\u5dde\u7684\u5de5\u5382\u589e\u52a0\u4ea7\u91cf\u3002\u6b27\u6d32\u94c0\u6d53\u7f29\u516c\u53f8Urenco\u6709\u53ef\u80fd\u751f\u4ea7\u7f8e\u56fd\u7684\u4f4e\u6d53\u7f29\u94c0\uff0c\u4f46\u76ee\u524d\u7f3a\u4e4f\u8bb8\u53ef\u8bc1\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u3002<\/strong> \u8425\u6536\u589e\u81f35.75\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f47.8%\uff0c\u8d85\u51fa\u9884\u671f5,100\u4e07\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.32\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.22\u7f8e\u5143\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-296.png\" alt=\"\" class=\"wp-image-38404\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-296.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-296-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1133\" height=\"596\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-graph-on-a-screen-description-automatically-gen-16.png\" alt=\"A graph on a screen\n\nDescription automatically generated\" class=\"wp-image-38405\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-graph-on-a-screen-description-automatically-gen-16.png 1133w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-graph-on-a-screen-description-automatically-gen-16-300x158.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-graph-on-a-screen-description-automatically-gen-16-1024x539.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-graph-on-a-screen-description-automatically-gen-16-768x404.png 768w\" sizes=\"(max-width: 1133px) 100vw, 1133px\" \/><\/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-38326-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-297.png\" class=\"wp-image-38406\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-297.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-297-300x64.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\/2024\/01\/word-image-298.png\" alt=\"\" class=\"wp-image-38407\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-298.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/word-image-298-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Take profit on Netflix Inc (NFLX US) at US$537.75, RTX Corporation (RTX US) at US$91.5 and CNOOC Ltd (883 HK) at HK$14. \n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"375\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-screenshot-of-a-computer-screen-description-aut-9.png\" alt=\"A screenshot of a computer screen\n\nDescription automatically generated\" class=\"wp-image-38408\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-screenshot-of-a-computer-screen-description-aut-9.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-screenshot-of-a-computer-screen-description-aut-9-300x119.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/a-screenshot-of-a-computer-screen-description-aut-9-768x305.png 768w\" sizes=\"(max-width: 943px) 100vw, 943px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\">^ Back To Top<\/a> <\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><a href=\"https:\/\/t.me\/kgisg\"><img loading=\"lazy\" decoding=\"async\" width=\"520\" height=\"142\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/06\/word-image-433.png\" alt=\"\" class=\"wp-image-17077\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/06\/word-image-433.png 520w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/06\/word-image-433-300x82.png 300w\" sizes=\"(max-width: 520px) 100vw, 520px\" \/><\/a><\/figure><\/div>\n\n\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd News Feed 1. US fourth-quarter growth handily beats expectations on strong consumer spending 2. AI hiring frenzy to fuel layoffs in other tech segments as firms strive to balance costs 3. Oil jumps, settles up 3% on strong US economy, Red Sea tensions 4. Tesla [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":38070,"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-38326","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-kgi-daily-trading-ideas-chinese"],"aioseo_notices":[],"uagb_featured_image_src":{"full":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/GettyImages-1127256104-1.jpg?wsr",2121,1414,false],"thumbnail":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/GettyImages-1127256104-1-150x150.jpg?wsr",150,150,true],"medium":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/GettyImages-1127256104-1-300x200.jpg?wsr",300,200,true],"medium_large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/GettyImages-1127256104-1-768x512.jpg?wsr",768,512,true],"large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/GettyImages-1127256104-1-1024x683.jpg?wsr",800,534,true],"1536x1536":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/GettyImages-1127256104-1-1536x1024.jpg?wsr",1536,1024,true],"2048x2048":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/GettyImages-1127256104-1-2048x1365.jpg?wsr",2048,1365,true]},"uagb_author_info":{"display_name":"Keith 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. US fourth-quarter growth handily beats expectations on strong consumer spending 2. AI hiring frenzy to fuel layoffs in other tech segments as firms strive to balance costs 3. Oil jumps, settles up 3% on strong US economy, Red Sea tensions 4. 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