{"id":39261,"date":"2024-02-14T07:28:00","date_gmt":"2024-02-13T23:28:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=39261"},"modified":"2024-02-14T08:14:35","modified_gmt":"2024-02-14T00:14:35","slug":"kgi-daily-trading-ideas-14-feb-2024-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-14-feb-2024-zh\/","title":{"rendered":"2024\u5e7402\u670814\u65e5: \u65b0\u52a0\u5761\u822a\u7a7a (SIA SP), \u4e2d\u56fd\u79fb\u52a8 (941 HK), CrowdStrike Holdings Inc (CRWD 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-39261-_fginbsn8cd1z\"><\/a><a id=\"post-39261-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"941\" height=\"461\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/image-18.png\" alt=\"\" class=\"wp-image-39374\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/image-18.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/image-18-300x147.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/image-18-768x376.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>\n<p><strong>News Feed<\/strong><\/p>\n<\/td><\/tr><tr><td>\n<p>1. <a href=\"https:\/\/www.reuters.com\/markets\/us\/us-consumer-prices-rise-more-than-expected-january-2024-02-13\/\">Rising rents push US inflation higher; rate cuts still expected in 2024<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>2. <a href=\"https:\/\/www.cnbc.com\/2024\/02\/12\/stock-market-today-live-updates.html\">Dow tumbles 500 points, posts worst day since March 2023 after hot inflation report: Live updates<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>3. <a href=\"https:\/\/finance.yahoo.com\/news\/asia-stocks-rise-treasuries-steady-225237262.html\">Wall Street Caught Off Guard by \u2018Sticky\u2019 CPI Signs: Markets Wrap<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>4. <a href=\"https:\/\/www.businesstimes.com.sg\/art\/3013686\">Oil up on geopolitical tension, gains capped by fading Federal Reserve rate-cut hopes<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>5. <a href=\"https:\/\/www.straitstimes.com\/business\/economy\/us-consumer-prices-rise-more-than-expected-in-january\">US consumer prices rise more than expected in January<\/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\/2024\/02\/word-image-249.png\" alt=\"\" class=\"wp-image-39320\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-249.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-249-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-39261-_qqv3rtx8nazp\"><\/a><a id=\"post-39261-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1722\" height=\"860\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/a-screen-shot-of-a-graph-description-automaticall-22.png\" alt=\"A screen shot of a graph\n\nDescription automatically generated\" class=\"wp-image-39321\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/a-screen-shot-of-a-graph-description-automaticall-22.png 1722w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/a-screen-shot-of-a-graph-description-automaticall-22-300x150.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/a-screen-shot-of-a-graph-description-automaticall-22-1024x511.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/a-screen-shot-of-a-graph-description-automaticall-22-768x384.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/a-screen-shot-of-a-graph-description-automaticall-22-1536x767.png 1536w\" sizes=\"(max-width: 1722px) 100vw, 1722px\" \/><\/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.chinadaily.com.cn\/a\/202402\/13\/WS65cb10baa3104efcbdaeabfc.html\">China\u2019s FTA partners reach 29: govt data<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.scmp.com\/news\/china\/article\/3251808\/chinas-domestic-travel-takes-foreign-visitors-yet-make-comeback\">China\u2019s domestic travel takes off, but foreign visitors yet to make a comeback<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.straitstimes.com\/business\/msci-cuts-swath-of-china-stocks-from-indexes-as-markets-slump\">MSCI cuts swathe of China stocks from indexes as markets slump<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.chinadaily.com.cn\/a\/202402\/13\/WS65cb08d9a3104efcbdaeabe8.html\">Port cooperation fuels trade in regional Chinese city cluster<\/a>v\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.wsj.com\/business\/u-s-lawmakers-seek-investigation-against-chinas-wuxi-apptec-94b6ea8d\">U.S. Lawmakers Seek Investigation Against China\u2019s WuXi AppTec<\/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\/02\/word-image-250.png\" alt=\"\" class=\"wp-image-39322\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-250.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-250-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  <a id=\"post-39261-_7c2gwybbbr90\"><\/a>\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-39261-_9i0c554gtu0u\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-251.png\" class=\"wp-image-39323\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-251.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-251-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u65b0\u52a0\u5761\u822a\u7a7a (SIA SP)\uff1a2024\u5e74\u4e50\u89c2\u5c55\u671b<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a6.96\uff0c\u76ee\u6807\u4ef7\uff1a7.42\uff0c\u6b62\u635f\u4ef7\uff1a6.73<\/strong>\n  <\/li><li>\n    \u5929\u7136\u7164\u77ff\u96c6\u56e2\u662f\u4e00\u5bb6\u7efc\u5408\u6027\u7164\u70ad\u5f00\u91c7\u516c\u53f8\u3002\u8be5\u516c\u53f8\u62e5\u6709\u548c\u7ecf\u8425\u7164\u77ff\uff0c\u4e3a\u7b2c\u4e09\u65b9\u77ff\u4e3b\u63d0\u4f9b\u77ff\u5c71\u627f\u5305\u670d\u52a1\uff0c\u5e76\u5411\u7164\u70ad\u8d38\u6613\u5546\u548c\u7164\u70ad\u51fa\u53e3\u516c\u53f8\u9500\u552e\u7164\u70ad\u3002\n  <\/li><li><strong>\u7b7e\u7f72 MoC \u4ee5\u7784\u51c6\u65c5\u884c\u8005\u3002<\/strong>\u65b0\u52a0\u5761\u65c5\u6e38\u5c40 (STB) \u8fd1\u671f\u4e0e\u4e1c\u5357\u4e9a\u9886\u5148\u65c5\u6e38\u5e73\u53f0 Traveloka \u7eed\u7b7e\u4e86\u5408\u4f5c\u5907\u5fd8\u5f55 (MoC)\u3002\u6b64\u6b21\u5408\u4f5c\u4e0d\u4ec5\u9650\u4e8e\u4f20\u7edf\u7684\u8425\u9500\u6d3b\u52a8\uff0c\u53cc\u65b9\u5c06\u8fdb\u4e00\u6b65\u6df1\u5316\u5408\u4f5c\uff0c\u91cd\u70b9\u63d0\u5347\u6e38\u5ba2\u4f53\u9a8c\u3002\u5907\u5fd8\u5f55\u65e8\u5728\u901a\u8fc7\u6570\u636e\u5171\u4eab\u66f4\u7cbe\u51c6\u5730\u5b9a\u4f4d\u76ee\u6807\u6d88\u8d39\u8005\uff0c\u5e76\u5728 Traveloka \u5e73\u53f0\u63a8\u51fa\u5168\u65b0\u65b0\u52a0\u5761\u65c5\u6e38\u4ea7\u54c1\u3002\n  <\/li><li><strong>\u65b0\u52a0\u5761\u6e38\u5ba2\u9884\u671f\u589e\u52a0\u3002<\/strong>1 \u6708\u4efd\uff0c\u65b0\u52a0\u5761\u8fce\u6765\u4e86 144 \u4e07\u6e38\u5ba2\uff0c\u540c\u6bd4\u589e\u957f 54.2%\uff0c\u73af\u6bd4\u589e\u957f 16.1%\uff0c\u5176\u4e2d\u8fc7\u591c\u6e38\u5ba2\u4e3a 107 \u4e07\u4eba\u6b21\u3002\u5c3d\u7ba1\u6e38\u5ba2\u6570\u91cf\u589e\u957f\uff0c\u4f46\u5e73\u5747\u505c\u7559\u65f6\u95f4\u540c\u6bd4\u4e0b\u964d 20.1% \u81f3 3.45 \u5929\u3002\u5370\u5c3c\u4ecd\u7136\u662f\u65b0\u52a0\u5761\u6700\u5927\u7684\u5ba2\u6e90\u5e02\u573a\uff0c\u5176\u6b21\u662f\u5927\u9646\u4e2d\u56fd\uff0c\u540c\u6bd4\u589e\u957f\u5e45\u5ea6\u9ad8\u8fbe 644.2%\u3002\u6fb3\u5927\u5229\u4e9a\u4f4d\u5c45\u6e38\u5ba2\u4eba\u6570\u7b2c\u4e09\u4f4d\u3002\u65b0\u52a0\u5761\u65c5\u6e38\u5c40\u9884\u8ba1\uff0c2024 \u5e74\u56fd\u9645\u6e38\u5ba2\u5230\u8bbf\u4eba\u6570\u5c06\u8fbe\u5230 1500 \u4e07\u81f3 1600 \u4e07\u4eba\u6b21\uff0c\u65c5\u6e38\u6536\u5165\u5c06\u7ea6\u4e3a 260 \u4ebf\u81f3 275 \u4ebf\u65b0\u5143\u3002\u8fd9\u4e00\u589e\u957f\u7684\u63a8\u52a8\u56e0\u7d20\u5305\u62ec\u822a\u73ed\u8fde\u63a5\u7684\u6539\u5584\uff0c\u4ee5\u53ca\u4e0e\u4e2d\u56fd\u4e92\u514d\u7b7e\u8bc1\u653f\u7b56\u7684\u5b9e\u65bd\u3002\u867d\u7136\u75ab\u60c5\u540e\u5230\u8bbf\u6e38\u5ba2\u6570\u91cf\u5c1a\u672a\u8fbe\u5230\u75ab\u60c5\u524d\u6c34\u5e73\uff0c\u4f46\u65b0\u52a0\u5761\u5f3a\u52b2\u7684\u65c5\u6e38\u4e1a\u8868\u73b0\u9884\u793a\u7740\u524d\u666f\u5149\u660e\uff0c\u66f4\u957f\u7684\u505c\u7559\u65f6\u95f4\u548c\u591a\u5143\u5316\u7684\u666f\u70b9\u5c06\u8fdb\u4e00\u6b65\u63a8\u52a8\u589e\u957f\u3002\u9152\u5e97\u4e1a\u4e5f\u7ecf\u5386\u4e86\u5f3a\u52b2\u7684\u6269\u5f20\u548c\u4e1a\u7ee9\u8868\u73b0\uff0c\u4f1a\u8bae\u548c\u6d3b\u52a8\u7ee7\u7eed\u63a8\u52a8\u65c5\u6e38\u4e1a\u53d1\u5c55\uff0c2024 \u5e74\u5c06\u6709\u4e00\u7cfb\u5217\u91cd\u8981\u6d3b\u52a8\uff0c\u5305\u62ec\u65b0\u52a0\u5761\u822a\u7a7a\u5c55\u3001\u5404\u79cd\u6f14\u51fa\u3001MICE \u6d3b\u52a8\u548c\u4e16\u754c\u5efa\u7b51\u8282\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u822a\u7a7a\u71c3\u6cb9\u4ef7\u683c\u8d70\u52bf<\/strong>\n  <img loading=\"lazy\" decoding=\"async\" width=\"1026\" height=\"475\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/a-graph-of-a-number-of-people-description-automat-1.png\" class=\"wp-image-39324\" alt=\"A graph of a number of people\n\nDescription automatically generated with medium confidence\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/a-graph-of-a-number-of-people-description-automat-1.png 1026w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/a-graph-of-a-number-of-people-description-automat-1-300x139.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/a-graph-of-a-number-of-people-description-automat-1-1024x474.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/a-graph-of-a-number-of-people-description-automat-1-768x356.png 768w\" sizes=\"(max-width: 1026px) 100vw, 1026px\" \/>\n<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: International Air Transport Association)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e9a\u6d32\u822a\u7a7a\u71c3\u6cb9\u4ef7\u683c\u4e0b\u964d\u3002<\/strong>\u5c3d\u7ba1\u5168\u7403\u6cb9\u4ef7\u56e0\u5730\u7f18\u653f\u6cbb\u7d27\u5f20\u5c40\u52bf\u5347\u7ea7\u548c\u4ea7\u54c1\u77ed\u7f3a\u800c\u4e0a\u6da8\uff0c\u4f46\u4e9a\u6d32\u822a\u6cb9\u4ef7\u683c\u5374\u51fa\u73b0\u4e0b\u6ed1\u3002\u6b27\u6d32\u822a\u6cb9\u548c\u67f4\u6cb9\u4f9b\u5e94\u7ebf\u56e0\u7ea2\u6d77\u5371\u673a\u4e2d\u65ad\uff0c\u5bfc\u81f4\u5e02\u573a\u4f9b\u5e94\u4e0d\u8db3\uff0c\u4f46\u7531\u4e8e\u65fa\u5b63\u4ee5\u5916\u822a\u7a7a\u65c5\u884c\u9700\u6c42\u51cf\u5f31\uff0c\u6cb9\u4ef7\u6da8\u5e45\u6709\u9650\u3002\u7f8e\u56fd\u822a\u6cb9\u4ef7\u683c\u56e0\u7cbe\u70bc\u5382\u4f8b\u884c\u7ef4\u62a4\u3001\u610f\u5916\u505c\u4ea7\u548c\u4e25\u51ac\u5929\u6c14\u5bfc\u81f4\u5e93\u5b58\u4f4e\u8ff7\uff0c\u800c\u4fdd\u6301\u9ad8\u4f4d\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u4e9a\u6d32\u5e02\u573a\u9700\u6c42\u75b2\u8f6f\uff0c\u4f46\u7531\u4e8e\u5176\u4ed6\u5730\u533a\u7684\u5957\u5229\u673a\u4f1a\u652f\u6491\uff0c\u4ef7\u683c\u5e76\u672a\u8fdb\u4e00\u6b65\u5927\u5e45\u4e0b\u8dcc\u3002\u622a\u81f3 2 \u6708 9 \u65e5\u7684\u4e00\u5468\u5185\uff0c\u5168\u7403\u5e73\u5747\u822a\u6cb9\u4ef7\u683c\u73af\u6bd4\u4e0a\u6da8 1.7%\uff0c\u81f3\u6bcf\u6876 114.59 \u7f8e\u5143\uff1b\u800c\u4e9a\u592a\u5730\u533a\u822a\u6cb9\u4ef7\u683c\u73af\u6bd4\u4e0b\u8dcc 1.0%\uff0c\u81f3\u6bcf\u6876 103.96 \u7f8e\u5143\u3002\u4e9a\u6d32\u822a\u6cb9\u4ef7\u683c\u7684\u4e0b\u964d\u5c06\u6709\u5229\u4e8e\u65b0\u52a0\u5761\u822a\u7a7a\u516c\u53f8\uff0c\u63d0\u5347\u5176\u5229\u6da6\u7a7a\u95f4\u3002\n  <\/li><li><strong>KrisFlyer \u4fc3\u9500\u3002<\/strong>\u65b0\u52a0\u5761\u822a\u7a7a\u96c6\u56e2\u7684\u91cc\u7a0b\u5956\u52b1\u8ba1\u5212 KrisFlyer \u73b0\u5df2\u8715\u53d8\u4e3a\u5168\u65b9\u4f4d\u751f\u6d3b\u65b9\u5f0f\u8ba1\u5212\uff0c\u63d0\u4f9b\u8d85\u8d8a\u822a\u73ed\u5151\u6362\u7684\u4e30\u539a\u5956\u52b1\u3002\u4e3a\u5e86\u795d\u5176 25 \u5468\u5e74\uff0cKrisFlyer \u4e3a\u4f1a\u5458\u63d0\u4f9b\u4e00\u7cfb\u5217\u8bf1\u4eba\u4fc3\u9500\uff0c\u5305\u62ec\u822a\u73ed\u91cc\u7a0b\u5956\u52b1\u3001Kris+ App \u72ec\u5bb6\u4f18\u60e0\u4ee5\u53ca KrisShop \u548c Pelago \u7279\u522b\u793c\u9047\u3002\u8fd9\u4e9b\u4fc3\u9500\u6d3b\u52a8\u4e0d\u4ec5\u53ef\u5438\u5f15\u66f4\u591a\u65b0\u4f1a\u5458\u52a0\u5165 KrisFlyer \u8ba1\u5212\uff0c\u6269\u5927\u5176\u53d7\u4f17\u7fa4\uff0c\u66f4\u80fd\u4e3a\u65b0\u52a0\u5761\u822a\u7a7a\u5e26\u6765\u957f\u8fdc\u5229\u76ca\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u3002<\/strong>\u516c\u53f8\u6536\u5165\u589e\u957f\u81f391.62\u4ebf\u65b0\u5143\uff0c\u540c\u6bd4\u589e\u957f8.9%\u3002\u8be5\u516c\u53f8\u540c\u671f\u51c0\u5229\u6da6\u4e3a14.41\u4ebf\u65b0\u5143\uff0c\u540c\u6bd4\u589e\u957f55.4%\u3002\u65b0\u822a\u548c\u9177\u822a\u572824\u8d22\u5e74\u4e0a\u534a\u5e74\u8fd0\u9001\u4e861,740\u4e07\u540d\u4e58\u5ba2\uff0c\u540c\u6bd4\u589e\u957f52.3%\u3002\u5ba2\u8fd0\u91cf\u540c\u6bd4\u589e\u957f38.0%\uff0c\u8d85\u8fc7\u4e8629.0%\u7684\u8fd0\u529b\u589e\u5e45\u3002\u56e0\u6b64\uff0c\u96c6\u56e2\u5ba2\u5ea7\u7387(PLF)\u63d0\u9ad8\u4e865.8\u4e2a\u767e\u5206\u70b9\uff0c\u8fbe\u523088.8%\uff0c\u662f\u6709\u53f2\u4ee5\u6765\u6700\u9ad8\u7684\u534a\u5e74\u5ba2\u5ea7\u7387\u3002\u65b0\u822a\u548c\u9177\u822a\u7684PLF\u5206\u522b\u8fbe\u5230\u4e86\u521b\u7eaa\u5f55\u768488.0%\u548c91.3%\u3002\u516c\u53f8\u5ba3\u5e03\u5c06\u4e8e2023\u5e7412\u670822\u65e5\u5411\u622a\u81f32023\u5e7412\u67087\u65e5\u7684\u80a1\u4e1c\u6d3e\u53d1\u4e2d\u671f\u80a1\u606f\uff0c\u80a1\u606f\u4e3a\u6bcf\u80a110\u65b0\u5206\uff0c\u603b\u989d\u4e3a2.97\u4ebf\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\/02\/word-image-252.png\" alt=\"\" class=\"wp-image-39325\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-252.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-252-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1132\" height=\"614\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-253.png\" alt=\"\" class=\"wp-image-39326\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-253.png 1132w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-253-300x163.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-253-1024x555.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-253-768x417.png 768w\" sizes=\"(max-width: 1132px) 100vw, 1132px\" \/><\/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\/02\/a-long-line-of-a-white-background-description-aut-10.png\" class=\"wp-image-39327\" 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\/02\/a-long-line-of-a-white-background-description-aut-10.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/a-long-line-of-a-white-background-description-aut-10-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/> <\/strong><a id=\"post-39261-_uhzkqhavyvxz\"><\/a><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u5929\u7136\u7164\u77ff\u96c6\u56e2 (GERL SP)\uff1a\u83b7\u5f97\u79ef\u6781\u7684\u4ea4\u6613<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.41\uff0c\u76ee\u6807\u4ef7\uff1a0.45\uff0c\u6b62\u635f\u4ef7\uff1a0.39<\/strong>\n  <\/li><li>\n    \u5929\u7136\u7164\u77ff\u96c6\u56e2\u662f\u4e00\u5bb6\u7efc\u5408\u6027\u7164\u70ad\u5f00\u91c7\u516c\u53f8\u3002\u8be5\u516c\u53f8\u62e5\u6709\u548c\u7ecf\u8425\u7164\u77ff\uff0c\u4e3a\u7b2c\u4e09\u65b9\u77ff\u4e3b\u63d0\u4f9b\u77ff\u5c71\u627f\u5305\u670d\u52a1\uff0c\u5e76\u5411\u7164\u70ad\u8d38\u6613\u5546\u548c\u7164\u70ad\u51fa\u53e3\u516c\u53f8\u9500\u552e\u7164\u70ad\u3002\n  <\/li><li><strong>\u83b7\u5f97\u7164\u77ff\u7ec8\u8eab\u627f\u8d2d\u6743\u548c\u6570\u767e\u4e07\u7f8e\u5143\u7684\u957f\u671f\u80a1\u6743\u6295\u8d44<\/strong>\u30022\u67087\u65e5\uff0c\u5929\u7136\u7164\u77ff\u4e0eEP Resources\u7b7e\u7f72\u4e86\u4e00\u9879\u7164\u77ff\u751f\u547d\u5468\u671f\u627f\u8d2d\u534f\u8bae\uff0c\u4ece\u5929\u7136\u7164\u77ff\u6700\u8fd1\u6536\u8d2d\u7684\u5b50\u516c\u53f8TRA\u7164\u77ff\u4f9b\u5e94\u7164\u70ad\u3002\u8be5\u96c6\u56e2\u5c06\u63d0\u4f9b75%\u81f385%\u7684TRA\u7164\u70ad\u51fa\u53e3\u91cf\uff0c\u6bcf\u5e74\u9ad8\u8fbe1200\u4e07\u5428\uff0c\u5b9a\u4ef7\u4e0e\u6307\u6570\u6302\u94a9\uff0c\u51cf\u53bb\u627f\u8d2d\u5229\u6da6\u3002\u6b64\u5916\uff0cEP\u8d44\u6e90\u516c\u53f8\u8fd8\u5c06\u62e5\u6709\u4e00\u9879\u603b\u989d\u9ad8\u8fbe2000\u4e07\u7f8e\u5143\u7684\u5907\u7528\u9884\u4ed8\u8d39\u8bbe\u65bd\uff0c\u8fd9\u5c06\u8fdb\u4e00\u6b65\u589e\u52a0\u5929\u7136\u7164\u77ff\u7684\u8425\u8fd0\u8d44\u672c\u548c\u73b0\u91d1\u72b6\u51b5\u3002\u9664\u4e86\u6536\u8d2d\u4ea4\u6613\uff0cResource Invest AG\u8ba1\u5212\u6295\u8d443,500\u4e07\u7f8e\u5143\u8d2d\u4e70\u8be5\u516c\u53f8\u7684\u80a1\u7968\uff0c\u52302026\u5e743\u670831\u65e5\uff0c\u5305\u62ec\u901a\u8fc7\u5e02\u573a\u8d2d\u4e70\u548c\u76f4\u63a5\u4ece\u8be5\u516c\u53f8\u6536\u8d2d\u81f3\u5c115.5%\u7684\u80a1\u6743\u3002\u80a1\u6743\u6295\u8d44\u5305\u62ec\u4ee5\u6bcf\u80a10.45\u65b0\u5143\u548c\u6bcf\u80a10.50\u65b0\u5143\u7684\u914d\u552e\u4ef7\u683c\u5206\u4e24\u6279\u8d2d\u4e701,000\u4e07\u7f8e\u5143\u7684\u516c\u53f8\u5e93\u5b58\u80a1\u7968\uff0c\u9884\u8ba1\u5c06\u4e8e2024\u5e742\u6708\u548c2025\u5e742\u6708\u8fdb\u884c\uff0c\u4e0e\u6bcf\u80a10.31\u65b0\u5143\u7684\u5e73\u5747\u80a1\u7968\u56de\u8d2d\u4ef7\u683c\u76f8\u6bd4\uff0c\u6ea2\u4ef745%\u81f361%\u3002ResInvest\u8fd8\u5c06\u6536\u523041,401,727\u4efd\u975e\u4e0a\u5e02\u3001\u53ef\u8f6c\u8ba9\u548c\u514d\u8d39\u8ba4\u80a1\u6743\u8bc1\uff0c\u5c06\u5206\u4e24\u6279\u8ba4\u8d2d\uff0c\u5e76\u53ef\u5728\u53d1\u884c\u4e4b\u65e5\u8d773\u5e74\u5185\u884c\u4f7f\u3002\u6b64\u6b21\u51fa\u552e\u56fd\u5e93\u80a1\u5c06\u4f7f\u5929\u7136\u7164\u77ff\u7b79\u96c6\u7ea61,340\u4e07\u65b0\u5143\u8d44\u91d1\uff0c\u4e3a\u5176\u6301\u7eed\u589e\u957f\u63d0\u4f9b\u989d\u5916\u8d44\u91d1\u3002\n  <\/li><li>\n    \u65e0\u673a\u589e\u957f\uff0c\u6269\u5927\u9500\u91cf\u3002\u622a\u81f32023\u5e7412\u670831\u65e5\uff0c\u516c\u53f8\u62e5\u6709IDX\u4e0a\u5e02\u516c\u53f8PT Golden Eagle Energy Tbk 73.11%\u7684\u80a1\u4efd\uff0c\u62e5\u6709TRA\u77ff85%\u7684\u80a1\u4efd\u3002\u5728\u6536\u8d2d\u540e\u76842023\u5e7412\u6708\uff0cTRA\u7684\u7b2c\u4e00\u6279\u7164\u70ad\u51fa\u53e3\u8d27\u7269\u4ef7\u503c\u7ea6\u4e3a320\u4e07\u7f8e\u5143\uff0c\u4ee5\u6bcf\u5428\u7ea658.98\u7f8e\u5143\u7684\u5747\u4ef7\u8ba1\u7b97\uff0c\u8be5\u4ef7\u683c\u9ad8\u4e8e\u5f53\u65f6\u6bcf\u542858.05\u7f8e\u5143\u7684\u5370\u5c3c\u7164\u70ad\u6307\u6570(ICI)\u4ef7\u683c\uff0c\u8868\u660eTRA\u7164\u70ad\u7684\u9700\u6c42\u826f\u597d\u3002TRA\u51fa\u4ea73800\u5927\u5361\u7164\uff0c\u62e5\u67092.75\u4ebf\u5428\u63a2\u660e\u53ca\u6982\u7b97(2P)\u7164\u50a8\u91cf\u3002\u516c\u53f8\u6536\u8d2d\u540e\u603b\u7164\u50a8\u91cf\u589e\u52a0262%\u3002\n  <\/li><li>\n    \u77ff\u5c71\u5bff\u547d\u957f\uff0c\u8fd0\u8425\u6210\u672c\u4f4e\u3002\u516c\u53f8\u7684\u6218\u7565\u4f18\u52bf\u6765\u81ea\u4e8e\u5176\u7164\u77ff\u7684\u957f\u671f\u5bff\u547d\u548c\u9884\u8ba1\u7164\u70ad\u4ea7\u91cf\uff0c\u4e3a\u957f\u671f\u5ba2\u6237\u63d0\u4f9b\u4e86\u4e0e\u8be5\u516c\u53f8\u7b7e\u8ba2\u4f9b\u5e94\u5408\u540c\u7684\u4fe1\u5fc3\u3002\u516c\u53f8\u62e5\u6709\u8d85\u8fc73.51\u4ebf\u5428\u7684\u52a8\u529b\u7164\u50a8\u91cf\uff0c\u5728\u5370\u5c3c\u5360\u6709\u91cd\u8981\u5730\u4f4d\u3002\u6b64\u5916\uff0c\u5176\u6781\u4f4e\u7684\u5265\u79bb\u6bd4(\u5bf9\u4e8e\u5927\u578b\u7164\u70ad\u8fd0\u8425\u5546\u800c\u8a00\u7ea6\u4e3a4.8)\u4f7fGeo Energy\u80fd\u591f\u62b5\u5fa1\u7164\u70ad\u4ef7\u683c\u6ce2\u52a8\u7684\u5468\u671f\u6027\u6ce2\u52a8\u3002\u6b64\u5916\uff0c\u5176\u6781\u4f4e\u7684\u5265\u79bb\u6bd4(\u5bf9\u4e8e\u5927\u578b\u7164\u70ad\u8fd0\u8425\u5546\u800c\u8a00\u7ea6\u4e3a4.8)\u4f7f\u516c\u53f8\u80fd\u591f\u62b5\u5fa1\u7164\u70ad\u4ef7\u683c\u6ce2\u52a8\u7684\u5468\u671f\u6027\u6ce2\u52a8\u3002\n  <\/li><li><strong>\u6536\u8d2d\u540e\u524d\u666f\u4e50\u89c2<\/strong>\u3002\u6700\u8fd1\u7684\u7279\u522b\u80a1\u4e1c\u5927\u4f1a\u6295\u7968\u901a\u8fc7\u4e86\u5bf9\u4e24\u5bb6\u524d\u666f\u770b\u597d\u7684\u516c\u53f8\u7684\u6536\u8d2d\uff0c\u5927\u5927\u6269\u5927\u4e86\u8be5\u96c6\u56e2\u7684\u77ff\u4e1a\u6295\u8d44\u7ec4\u5408\u3002\u65b0\u6536\u8d2d\u7684\u77ff\u5c71\u50a8\u91cf\u4f30\u8ba1\u4e3a2.75\u4ebf\u5428\u3002\u57285-6\u5e74\u5185\uff0c\u516c\u53f8\u5c06\u628a\u4ea7\u91cf\u4ece\u76ee\u524d\u7684800\u4e07\u81f31000\u4e07\u5428\u6269\u5927\u52302500\u4e07\u5428\uff0c\u8fd9\u610f\u5473\u7740\u590d\u5408\u5e74\u589e\u957f\u7387\u4e3a18.6%\u3002\u8fd9\u4e00\u6218\u7565\u4e3e\u63aa\u7b26\u5408\u5bf9TRA\u7164\u70ad\u7684\u5f3a\u52b2\u9700\u6c42\uff0c\u4e3b\u8981\u7531\u4e2d\u56fd\u548c\u97e9\u56fd\u63a8\u52a8\u3002\u5c3d\u7ba1\u5b63\u98ce\u5b63\u8282\u7b49\u6311\u6218\u5f71\u54cd\u4e86\u91c7\u77ff\u6d3b\u52a8\uff0c\u4f46\u8be5\u96c6\u56e2\u9884\u8ba1\u5c06\u6301\u7eed\u76c8\u5229\uff0c\u5e76\u5f3a\u8c03\u6536\u8d2d\u66f4\u591a\u77ff\u5c71\u7684\u6218\u7565\u5fc5\u8981\u6027\u3002\n  <\/li><li><strong>\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u4e0b\u964d33%\uff0c\u4ece1.647\u4ebf\u7f8e\u5143\u964d\u81f31.11\u4ebf\u7f8e\u5143\u3002\u51c0\u5229\u6da6\u4ece3,570\u4e07\u7f8e\u5143\u964d\u81f31,150\u4e07\u7f8e\u5143\uff0c\u540c\u6bd4\u4e0b\u964d68%\u3002\u8be5\u516c\u53f8\u5c06\u6536\u5165\u4e0b\u964d\u5f52\u56e0\u4e8e\u9500\u91cf\u4e0b\u964d\u548c\u5e73\u5747\u9500\u552e\u4ef7\u683c\u4e0b\u964d\uff0c\u5e76\u6307\u51fa\uff0c\u5370\u5c3c4200\u5927\u5361\u7164\u7684\u5e73\u5747\u7164\u70ad\u6307\u6570\u4ef7\u683c\u4ece\u53bb\u5e74\u540c\u671f\u7684\u6bcf\u542882.20\u7f8e\u5143\u964d\u81f3\u7b2c\u4e09\u5b63\u5ea6\u7684\u6bcf\u542852.07\u7f8e\u5143\u3002\u7164\u70ad\u9500\u91cf\u4ece240\u4e07\u5428\u964d\u81f3220\u4e07\u5428\u3002\n  <\/li><li>\n    \u6211\u4eec\u5bf9\u57fa\u672c\u9762\u7684\u8986\u76d6\u5efa\u8bae\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u4ef7\u4e3a0.80\u65b0\u5143\u3002\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb<a href=\"https:\/\/www.kgieworld.sg\/securities\/resources\/ck\/files\/docs\/research\/GEO%20ENERGY_INITIATION_26JAN20242.pdf\">\u62a5\u544a\u5168\u6587<\/a>\u3002\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\/02\/a-blue-and-white-rectangular-box-with-white-text-37.png\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" class=\"wp-image-39328\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/a-blue-and-white-rectangular-box-with-white-text-37.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/a-blue-and-white-rectangular-box-with-white-text-37-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1132\" height=\"614\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/a-graph-on-a-screen-description-automatically-gen-27.png\" alt=\"A graph on a screen\n\nDescription automatically generated\" class=\"wp-image-39329\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/a-graph-on-a-screen-description-automatically-gen-27.png 1132w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/a-graph-on-a-screen-description-automatically-gen-27-300x163.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/a-graph-on-a-screen-description-automatically-gen-27-1024x555.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/a-graph-on-a-screen-description-automatically-gen-27-768x417.png 768w\" sizes=\"(max-width: 1132px) 100vw, 1132px\" \/><\/figure>\n\n\n\n<h5 class=\"wp-block-heading\">(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\/02\/word-image-254.png\" class=\"wp-image-39330\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-254.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-254-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-39261-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-255.png\" class=\"wp-image-39331\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-255.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-255-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-39261-_34eo5yf8y7pj\"><\/a><strong>Prada S.P.A. (1913 HK)\uff1aLyst\u6307\u6570\u540d\u5217\u524d\u8305<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a66.6\uff0c\u76ee\u6807\u4ef7\uff1a70.6\uff0c\u6b62\u635f\u4ef7\uff1a64.1<\/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>\u666e\u62c9\u8fbe\u4e0e\u6b27\u83b1\u96c5\u5408\u4f5c\u3002<\/strong>\u666e\u62c9\u8fbe\u5ba3\u5e03\u4e0e\u6b27\u83b1\u96c5\u96c6\u56e2\u8fbe\u6210\u957f\u671f\u6388\u6743\u534f\u8bae\uff0c\u5efa\u7acb\u6218\u7565\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u3002\u53cc\u65b9\u5c06\u643a\u624b\u5728\u5168\u7403\u8303\u56f4\u5185\u521b\u5efa\u3001\u5f00\u53d1\u548c\u5206\u9500 Miu Miu \u7f8e\u5986\u4ea7\u54c1\u3002\u6b64\u6b21\u5408\u4f5c\u65e8\u5728\u501f\u52a9\u6b27\u83b1\u96c5\u7684\u4e13\u4e1a\u77e5\u8bc6\uff0c\u52a9\u529b Miu Miu \u54c1\u724c\u62d3\u5c55\u7f8e\u5986\u9886\u57df\uff0c\u8fdb\u5165\u65b0\u5e02\u573a\uff0c\u6316\u6398\u5176\u5728\u7f8e\u5986\u884c\u4e1a\u7684\u5168\u90e8\u6f5c\u529b\uff0c\u63d0\u5347\u9500\u552e\u989d\u5e76\u6269\u5927\u54c1\u724c\u5f71\u54cd\u529b\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>\u9876\u7ea7 Lyst \u6307\u6570\u3002<\/strong>2023 \u5e74\u7b2c\u56db\u5b63\u5ea6\uff0c\u666e\u62c9\u8fbe\u8363\u767b Lyst \u70ed\u95e8\u54c1\u724c\u699c\u9996\u4f4d\uff0c\u65d7\u4e0b\u7684\u610f\u5927\u5229\u9ad8\u7aef\u5973\u88c5\u914d\u9970\u54c1\u724c Miu Miu \u5219\u7d27\u968f\u5176\u540e\uff0c\u4f4d\u5c45\u7b2c\u4e8c\u3002Lyst \u70ed\u95e8\u54c1\u724c\u699c\u662f\u9488\u5bf9\u5168\u7403\u65f6\u5c1a\u54c1\u724c\u548c\u4ea7\u54c1\u7684\u5b63\u5ea6\u6392\u540d\uff0c\u57fa\u4e8e\u6d88\u8d39\u8005\u884c\u4e3a\uff08\u5305\u62ec\u5e73\u53f0\u5185\u5916\u641c\u7d22\u3001\u4ea7\u54c1\u6d4f\u89c8\u548c\u8d2d\u4e70\uff09\u3001\u4ee5\u53ca\u54c1\u724c\u5728\u793e\u4ea4\u5a92\u4f53\u4e0a\u7684\u63d0\u53ca\u3001\u4e92\u52a8\u548c engagement \u6570\u636e\uff0c\u7efc\u5408\u8bc4\u4f30\u5f97\u51fa\u3002\u503c\u5f97\u4e00\u63d0\u7684\u662f\uff0c\u8fd9\u4e5f\u662f\u666e\u62c9\u8fbe\u548c Miu Miu \u8fde\u7eed\u4e24\u4e2a\u5b63\u5ea6\u8749\u8054\u8be5\u699c\u5355\u524d\u4e24\u540d\uff0c\u5f70\u663e\u4e86\u5176\u6301\u7eed\u5173\u6ce8\u6d88\u8d39\u8005\u559c\u597d\uff0c\u5f15\u9886\u65f6\u5c1a\u6f6e\u6d41\u7684\u5b9e\u529b\u3002\n  <\/li><li><strong>23\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u3002\u00a0<\/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\/02\/word-image-256.png\" alt=\"\" class=\"wp-image-39332\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-256.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-256-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1132\" height=\"614\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-257.png\" alt=\"\" class=\"wp-image-39333\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-257.png 1132w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-257-300x163.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-257-1024x555.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-257-768x417.png 768w\" sizes=\"(max-width: 1132px) 100vw, 1132px\" \/><\/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\/02\/word-image-258.png\" class=\"wp-image-39334\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-258.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-258-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u4e2d\u56fd\u79fb\u52a8 (941 HK)\uff1a\u6551\u5e02\u4e2d\u7684\u4e70\u5165\u6807\u7684<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a66.6\uff0c\u76ee\u6807\u4ef7\uff1a70.6\uff0c\u6b62\u635f\u4ef7\uff1a64.1<\/strong>\n  <\/li><li>\n    \u4e2d\u56fd\u79fb\u52a8\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u901a\u4fe1\u53ca\u4fe1\u606f\u670d\u52a1\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u7684\u4e1a\u52a1\u5305\u62ec\u4e2a\u4eba\u5e02\u573a\u4e1a\u52a1\u3001\u5bb6\u5ead\u5e02\u573a\u4e1a\u52a1\u3001\u653f\u4f01\u5e02\u573a\u4e1a\u52a1\u548c\u65b0\u5174\u5e02\u573a\u4e1a\u52a1\u3002\u4e2a\u4eba\u5e02\u573a\u4e1a\u52a1\u4e3b\u8981\u63d0\u4f9b\u79fb\u52a8\u901a\u4fe1\u670d\u52a1\u4e0e\u4e92\u8054\u7f51\u63a5\u5165\u670d\u52a1\u3002\u5bb6\u5ead\u5e02\u573a\u4e1a\u52a1\u4e3b\u8981\u63d0\u4f9b\u5bbd\u5e26\u63a5\u5165\u670d\u52a1\u3002\u653f\u4f01\u5e02\u573a\u4e1a\u52a1\u63d0\u4f9b\u57fa\u7840\u901a\u4fe1\u670d\u52a1\uff0c\u4fe1\u606f\u5316\u5e94\u7528\u4ea7\u54c1\u548c\u6570\u636e\u3001\u4fe1\u606f\u3001\u901a\u4fe1\u3001\u6280\u672f\uff08DICT\uff09\u89e3\u51b3\u65b9\u6848\u3002\u65b0\u5174\u5e02\u573a\u4e1a\u52a1\u5305\u62ec\u56fd\u9645\u4e1a\u52a1\u3001\u6570\u5b57\u5185\u5bb9\u548c\u79fb\u52a8\u652f\u4ed8\u7b49\u65b0\u5174\u9886\u57df\u3002\n  <\/li><li><strong>\u5e02\u573a\u7ebe\u56f0\u3002<\/strong>\u4e3a\u4e86\u63d0\u632f\u5e02\u573a\u4fe1\u5fc3\uff0c\u4e2d\u56fd\u76d1\u7ba1\u673a\u6784\u6700\u8fd1\u63a8\u51fa\u4e86\u652f\u6301\u7ecf\u6d4e\u589e\u957f\u548c\u8d44\u672c\u5e02\u573a\u7684\u65b0\u653f\u7b56\u3002\u5b98\u5458\u4eec\u6b63\u5728\u5f3a\u8c03\u63a8\u52a8\u4e0a\u5e02\u516c\u53f8\u9ad8\u8d28\u91cf\u53d1\u5c55\u7684\u4e3e\u63aa\uff0c\u4ee5\u7a33\u5b9a\u5e02\u573a\u5e76\u4fdd\u6301\u9ad8\u8d28\u91cf\u7684\u7ecf\u6d4e\u589e\u957f\u3002\u4e3b\u6743\u8d22\u5bcc\u57fa\u91d1\u5b50\u516c\u53f8\u4e2d\u592e\u6c47\u91d1\u6295\u8d44\u6709\u9650\u516c\u53f8\u6700\u8fd1\u6269\u5927\u4e86\u4ea4\u6613\u6240\u4ea4\u6613\u57fa\u91d1(ETF)\u7684\u8d2d\u4e70\u89c4\u6a21\uff0c\u5e76\u8ba1\u5212\u8fdb\u4e00\u6b65\u589e\u6301ETF\u3002\u76d1\u7ba1\u673a\u6784\u8fd8\u51fa\u53f0\u4e86\u66f4\u591a\u7684\u5356\u7a7a\u9650\u5236\u63aa\u65bd\u3002\u4e0a\u5468\uff0c\u7531\u4e8e\u6295\u8d44\u8005\u5bf9\u4e2d\u56fd\u7ecf\u6d4e\u9677\u5165\u56f0\u5883\u7684\u4fe1\u5fc3\u4e0d\u65ad\u4e0b\u964d\uff0c\u4e2d\u56fd\u80a1\u5e02\u66b4\u8dcc\u81f35\u5e74\u4f4e\u70b9\u3002\u8fd9\u4e00\u7cfb\u5217\u63aa\u65bd\u65e8\u5728\u63d0\u632f\u80a1\u4ef7\uff0c\u5e76\u5728\u5927\u5e45\u4e0b\u8dcc\u540e\u6062\u590d\u4fe1\u5fc3\u3002\u4e2d\u56fd\u79fb\u52a8\u7b49\u56fd\u6709\u4f01\u4e1a\u662f\u8fd9\u4e9b\u653f\u7b56\u652f\u6301\u7684\u4e3b\u8981\u53d7\u76ca\u8005\u3002\n  <\/li><li><strong>6G\u6d4b\u8bd5\u536b\u661f\u3002<\/strong>\u4e2d\u56fd\u79fb\u52a8\u6700\u8fd1\u53d1\u5c04\u4e86\u4e16\u754c\u4e0a\u7b2c\u4e00\u9897\u7528\u4e8e\u6d4b\u8bd56G\u7f51\u7edc\u67b6\u6784\u7684\u536b\u661f\uff0c\u8fd9\u662f\u63a2\u7d22\u7efc\u5408\u7a7a\u95f4\u548c\u5730\u9762\u901a\u4fe1\u6280\u672f\u7684\u4e00\u4e2a\u5173\u952e\u91cc\u7a0b\u7891\u3002\u8be5\u516c\u53f8\u4e0e\u4e2d\u56fd\u79d1\u5b66\u9662\u5fae\u536b\u661f\u521b\u65b0\u7814\u7a76\u9662\u5171\u540c\u5f00\u53d1\u4e86\u5206\u5e03\u5f0f\u81ea\u4e3b6G\u67b6\u6784\uff0c\u5e76\u5c06\u5176\u96c6\u6210\u5230\u6d4b\u8bd5\u536b\u661f\u4e2d\u3002\u4f5c\u4e3a\u672a\u6765\u7a7a\u95f4\u548c\u5730\u9762\u878d\u5408\u7f51\u7edc\u7684\u91cd\u8981\u5e73\u53f0\uff0c\u4f4e\u5730\u7403\u8f68\u9053\u536b\u661f\u53ef\u4ee5\u586b\u8865\u8986\u76d6\u7a7a\u767d\uff0c\u5728\u5168\u7403\u8303\u56f4\u5185\u63d0\u4f9b\u66f4\u9ad8\u5e26\u5bbd\u7684\u536b\u661f\u4e92\u8054\u7f51\u3002\u4e2d\u56fd\u79fb\u52a8\u8868\u793a\uff0c\u5b83\u6253\u7b97\u4f7f\u7528\u6d4b\u8bd5\u536b\u661f\u8fdb\u884c\u5b9e\u9a8c\uff0c\u4ee5\u52a0\u901f\u7a7a\u95f4\u5bf9\u5730\u9762\u4ea7\u4e1a\u7684\u6574\u5408\u548c\u8fdb\u6b65\u3002\n  <\/li><li><strong>\u667a\u80fd\u624b\u673a\u51fa\u73b0\u590d\u82cf\u8ff9\u8c61\u3002<\/strong>\u5728\u82f9\u679c\u548c\u534e\u4e3a\u63a8\u51fa\u65b0\u4ea7\u54c1\u540e\uff0c\u4e2d\u56fd\u667a\u80fd\u624b\u673a\u5e02\u573a\u663e\u793a\u51fa\u590d\u82cf\u7684\u8ff9\u8c61\u3002\u4e2d\u56fd\u662f\u5168\u7403\u6700\u5927\u7684\u667a\u80fd\u624b\u673a\u5e02\u573a\uff0c\u9884\u8ba12024\u5e74\u51fa\u8d27\u91cf\u5c06\u8fbe\u52302.87\u4ebf\u90e8\uff0c\u540c\u6bd4\u589e\u957f3.6%\u3002\u968f\u7740\u6d88\u8d39\u8005\u5347\u7ea7\u624b\u673a\u5e76\u5229\u75285G\u8fde\u63a5\u7b49\u529f\u80fd\uff0c\u667a\u80fd\u624b\u673a\u5e02\u573a\u7684\u590d\u82cf\u5c06\u5e26\u6765\u79fb\u52a8\u6570\u636e\u4f7f\u7528\u91cf\u7684\u589e\u52a0\uff0c\u4ece\u800c\u63a8\u52a8\u4e2d\u56fd\u79fb\u52a8\u7684\u6536\u5165\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u524d\u4e09\u5b63\u4e1a\u7ee9\u3002<\/strong>2023\u5e74\u524d\u4e09\u5b63\u8425\u4e1a\u6536\u5165\u540c\u6bd4\u589e\u957f7.2%\u81f3\u4eba\u6c11\u5e017,756\u4ebf\u5143\uff0c\u800c2022\u5e74\u524d\u4e09\u5b63\u4e3a\u4eba\u6c11\u5e017,235\u4ebf\u5143\u30022023\u5e74\u524d\u4e09\u5b63\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f7.1%\u81f31,056\u4ebf\u5143\uff0c\u800c2022\u5e74\u540c\u671f\u51c0\u5229\u6da6\u4e3a986\u4ebf\u5143\u30022023\u5e74\u524d\u4e09\u5b63\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4e3a4.94\u5143\uff0c\u800c2022\u5e74\u540c\u671f\u4e3a4.62\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\/02\/a-blue-and-white-rectangular-box-with-white-text-38.png\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" class=\"wp-image-39335\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/a-blue-and-white-rectangular-box-with-white-text-38.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/a-blue-and-white-rectangular-box-with-white-text-38-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1132\" height=\"614\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/a-graph-with-red-and-green-lines-description-auto-5.png\" alt=\"A graph with red and green lines\n\nDescription automatically generated\" class=\"wp-image-39336\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/a-graph-with-red-and-green-lines-description-auto-5.png 1132w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/a-graph-with-red-and-green-lines-description-auto-5-300x163.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/a-graph-with-red-and-green-lines-description-auto-5-1024x555.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/a-graph-with-red-and-green-lines-description-auto-5-768x417.png 768w\" sizes=\"(max-width: 1132px) 100vw, 1132px\" \/><\/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\/02\/word-image-259.png\" class=\"wp-image-39337\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-259.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-259-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-39261-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-260.png\" class=\"wp-image-39338\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-260.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-260-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-260-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>CrowdStrike Holdings Inc (CRWD US)<\/strong><strong>\uff1a\u6ee1\u8db3\u7f51\u7edc\u5b89\u5168\u9700\u6c42<\/strong><strong><\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a315\uff0c\u76ee\u6807\u4ef7\uff1a337\uff0c\u6b62\u635f\u4ef7\uff1a304<\/strong><\/li><li>CrowdStrike Holdings, Inc.\u63d0\u4f9b\u7f51\u7edc\u5b89\u5168\u4ea7\u54c1\u548c\u670d\u52a1\u4ee5\u963b\u6b62\u8fdd\u89c4\u884c\u4e3a\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u8de8\u7aef\u70b9\u3001\u4e91\u5de5\u4f5c\u8d1f\u8f7d\u3001\u8eab\u4efd\u548c\u6570\u636e\u7684\u4e91\u4ea4\u4ed8\u4fdd\u62a4\uff0c\u4ee5\u53ca\u9886\u5148\u7684\u5a01\u80c1\u60c5\u62a5\u3001\u6258\u7ba1\u5b89\u5168\u670d\u52a1\u3001IT\u8fd0\u8425\u7ba1\u7406\u3001\u5a01\u80c1\u641c\u7d22\u3001\u96f6\u4fe1\u4efb\u8eab\u4efd\u4fdd\u62a4\u548c\u65e5\u5fd7\u7ba1\u7406\u3002CrowdStrike\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002<\/li><li><strong>\u5408\u4f5c\u673a\u4f1a\u3002<\/strong>2 \u6708 13 \u65e5\uff0cCrowdStrike \u5ba3\u5e03\u4e0e\u82f1\u56fd\u5b89\u5168\u516c\u53f8 Ignition Technology \u5efa\u7acb\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\uff0c\u4ee5\u5e2e\u52a9\u82f1\u56fd\u4f01\u4e1a\u66f4\u5bb9\u6613\u83b7\u5f97 CrowdStrike XDR Falcon \u5e73\u53f0\u3002\u6b64\u6b21\u5408\u4f5c\u5c06 Ignition \u7684\u7f51\u7edc\u5b89\u5168\u4e13\u4e1a\u77e5\u8bc6\u4e0e CrowdStrike \u7684\u521b\u65b0\u5e73\u53f0\u76f8\u7ed3\u5408\uff0c\u4ee5\u6ee1\u8db3\u82f1\u56fd\u4e0d\u65ad\u589e\u957f\u7684\u7f51\u7edc\u5b89\u5168\u9700\u6c42\u3002\u5b83\u4e5f\u8868\u660e\u4e86 CrowdStrike \u652f\u6301\u5408\u4f5c\u4f19\u4f34\u548c\u4fc3\u8fdb\u4e1a\u52a1\u6269\u5c55\u7684\u627f\u8bfa\u3002\u501f\u52a9 Ignition \u5e7f\u6cdb\u7684\u7f51\u7edc\uff0c\u8be5\u8054\u76df\u65e8\u5728\u4e3a\u5ba2\u6237\u63d0\u4f9b\u5148\u8fdb\u7684\u4e91\u548c SaaS \u7f51\u7edc\u5b89\u5168\u89e3\u51b3\u65b9\u6848\uff0c\u540c\u65f6\u521b\u9020\u65b0\u7684\u5e02\u573a\u673a\u4f1a\u3002\u901a\u8fc7\u8fd9\u79cd\u5408\u4f5c\uff0cCrowdStrike \u548c Ignition \u53ef\u4ee5\u6709\u6548\u5e94\u5bf9\u5ba2\u6237\u6311\u6218\uff0c\u5f00\u53d1\u72ec\u7279\u7684\u5e02\u573a\u4ea7\u54c1\u3002\u8be5\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u65e8\u5728\u4e3a CrowdStrike\u3001Ignition Technology \u548c\u5176\u5408\u4f5c\u4f19\u4f34\u5e26\u6765\u4ef7\u503c\u3001\u6293\u4f4f\u673a\u9047\u5e76\u53d6\u5f97\u5171\u540c\u6210\u529f\u3002<\/li><li><strong>\u4eba\u5de5\u667a\u80fd\u7f51\u7edc\u5b89\u5168\u9886\u57df\u4e0d\u65ad\u53d1\u5c55\u3002<\/strong>\u7f51\u7edc\u5b89\u5168\u9886\u5bfc\u8005 CrowdStrike \u5b8c\u7f8e\u5229\u7528\u4e86\u4eba\u5de5\u667a\u80fd (AI) \u7684\u6295\u8d44\u70ed\u6f6e\u3002\u4ed6\u4eec\u5e94\u7528\u5148\u8fdb\u7684\u4eba\u5de5\u667a\u80fd\u529f\u80fd\uff0c\u901a\u8fc7\u7ec8\u7aef\u5b89\u5168\u8f6f\u4ef6\u63d0\u4f9b\u66f4\u51fa\u8272\u7684\u5a01\u80c1\u9632\u62a4\u3002\u5176\u4e00\u4f53\u5316\u5e73\u53f0\u96c6\u6210\u4e86\u591a\u4e2a\u5b89\u5168\u6a21\u5757\uff0c\u7b80\u5316\u4e86\u5ba2\u6237\u7684\u5de5\u4f5c\u6d41\u7a0b\uff0c\u5e76\u5229\u7528\u4eba\u5de5\u667a\u80fd\u653b\u51fb\u6307\u6807 (IoA) \u5b9e\u73b0\u4e3b\u52a8\u5a01\u80c1\u68c0\u6d4b\u3002CrowdStrike \u72ec\u7279\u7684\u6570\u636e\u4f18\u52bf\u548c\u521b\u65b0\u7684 AI \u89e3\u51b3\u65b9\u6848\u4f7f\u5176\u6210\u4e3a\u9632\u8303\u6076\u610f\u8f6f\u4ef6\u548c\u5176\u4ed6\u7f51\u7edc\u5a01\u80c1\u7684\u5e02\u573a\u9886\u5bfc\u8005\u3002\u6b64\u5916\uff0c\u516c\u53f8\u8fd8\u5c06\u4ece\u7f51\u7edc\u653b\u51fb\u7684\u65e5\u76ca\u9891\u7e41\u548c\u590d\u6742\u5316\u3001\u7f51\u7edc\u5b89\u5168\u4eba\u624d\u7684\u77ed\u7f3a\u4ee5\u53ca\u5f3a\u5236\u62ab\u9732\u7f51\u7edc\u5b89\u5168\u4e8b\u4ef6\u7684\u6cd5\u89c4\u53d8\u5316\u4e2d\u83b7\u76ca\u3002CrowdStrike \u7684\u6218\u7565\u4e3e\u63aa\u548c\u5f3a\u52b2\u7684\u5229\u597d\u56e0\u7d20\u51f8\u663e\u4e86\u5176\u5728\u7f51\u7edc\u5b89\u5168\u884c\u4e1a\u957f\u671f\u589e\u957f\u548c\u6210\u529f\u7684\u6f5c\u529b\u3002<\/li><li><strong><strong>CPI\u6570\u636e\u9ad8\u4e8e\u9884\u671f<\/strong>\u3002<\/strong>\u4e00\u6708\u7f8e\u56fd\u7269\u4ef7\u6da8\u5e45\u8d85\u9884\u671f\uff0c\u6d88\u8d39\u8005\u7269\u4ef7\u6307\u6570 (CPI) \u4e0a\u6da8 0.3%\uff0c\u5e74\u6da8\u5e45\u4ece 12\u6708\u7684 3.4% \u964d\u81f3 3.1%\u3002\u6da8\u5e45\u4e3b\u8981\u53d7\u623f\u5c4b\u4ef7\u683c\u4e0a\u6da8\u5f71\u54cd\uff0c\u5360\u6574\u4f53\u6da8\u5e45\u7684\u4e09\u5206\u4e4b\u4e8c\u4ee5\u4e0a\u3002\u7ecf\u6d4e\u5b66\u5bb6\u9884\u8ba1\u7269\u4ef7\u4f1a\u6da8 0.2%\uff0c\u5e74\u6da8\u5e45\u4e3a 2.9%\u3002\u6263\u9664\u6ce2\u52a8\u8f83\u5927\u7684\u98df\u54c1\u548c\u80fd\u6e90\u4ef7\u683c\u540e\uff0c\u6838\u5fc3 CPI \u4e00\u6708\u4e0a\u6da8 0.4%\uff0c\u5e74\u6da8\u5e45 3.9%\uff0c\u4e0e\u53bb\u5e74 12 \u6708\u6301\u5e73\u3002\u5c3d\u7ba1\u4ef7\u683c\u4e0a\u6da8\uff0c\u7ecf\u901a\u80c0\u8c03\u6574\u540e\u7684\u6536\u5165\u5f53\u6708\u4ecd\u589e\u957f 0.3%\u3002\u7136\u800c\uff0c\u8003\u8651\u5230\u5e73\u5747\u5de5\u4f5c\u5468\u7f29\u77ed\uff0c\u5b9e\u9645\u5468\u6536\u5165\u4e0b\u964d\u4e86 0.3%\u3002\u8fd9\u4efd\u6570\u636e\u53ef\u80fd\u4f1a\u4f7f\u7f8e\u8054\u50a8\u8c03\u6574\u8d27\u5e01\u653f\u7b56\u7684\u8ba1\u5212\u53d8\u5f97\u590d\u6742\uff0c\u56e0\u4e3a\u4ed6\u4eec\u9884\u8ba1\u901a\u80c0\u5c06\u56de\u843d\u5230 2% \u7684\u76ee\u6807\u3002\u8fd9\u53cd\u8fc7\u6765\u53ef\u80fd\u4f1a\u5bf9\u5229\u7387\u4e0b\u964d\u7684\u9884\u671f\u4ea7\u751f\u8d1f\u9762\u5f71\u54cd\u3002\u8f83\u4f4e\u7684\u5229\u7387\u4f1a\u66f4\u591a\u5730\u5229\u597d\u516c\u53f8\u548c\u80a1\u7968\u3002\u7136\u800c\uff0c\u4f5c\u4e3a\u4e00\u5bb6\u7f51\u7edc\u5b89\u5168\u516c\u53f8\uff0cCrowdStrike \u4e0d\u4f1a\u50cf\u5176\u4ed6 AI \u80a1\u7968\u90a3\u6837\u53d7\u5230\u592a\u5927\u5f71\u54cd\uff0c\u56e0\u4e3a\u5373\u4f7f\u5728\u7ecf\u6d4e\u8870\u9000\u671f\u95f4\uff0c\u7531\u4e8e\u7f51\u7edc\u5a01\u80c1\u6570\u91cf\u7684\u589e\u52a0\uff0c\u62e5\u6709\u5f3a\u5927\u7684\u7f51\u7edc\u5b89\u5168\u4e5f\u662f\u4f01\u4e1a\u6838\u5fc3\u90e8\u5206\u3002<\/li><li><strong>23\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e<\/strong>\u3002\u6536\u5165\u540c\u6bd4\u589e\u957f 35.3% \u81f3 7.86\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f 862 \u4e07\u7f8e\u5143\u3002\u975e GAAP \u6bcf\u80a1\u6536\u76ca\u4e3a 0.82\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f 0.08\u7f8e\u5143\u3002\u5176\u671f\u672b ARR \u7a81\u7834 30 \u4ebf\u7f8e\u5143\u91cc\u7a0b\u7891\uff0c\u540c\u6bd4\u589e\u957f 35%\uff0c\u8fbe\u5230 31.5\u4ebf\u7f8e\u5143\u3002\u9884\u8ba1 24 \u5e74\u7b2c 4 \u5b63\u5ea6\u6536\u5165\u5c06\u5728 8.366\u4ebf\u7f8e\u5143\u81f3 8.4 \u4ebf\u7f8e\u5143\u4e4b\u95f4\uff0c\u5e02\u573a\u9884\u671f\u4e3a 8.3681\u4ebf\u7f8e\u5143\uff0c\u975e GAAP \u6bcf\u80a1\u6536\u76ca\u5c06\u5728 0.81 \u7f8e\u5143\u81f3 0.82\u7f8e\u5143\u4e4b\u95f4\uff0c\u5e02\u573a\u9884\u671f\u4e3a 0.78 \u7f8e\u5143\u3002\u9884\u8ba1 2024 \u8d22\u5e74\u6536\u5165\u4e3a 30.46 \u81f3 30.5\u4ebf\u7f8e\u5143\uff0c\u800c\u9884\u671f\u4e3a 30.4\u4ebf\u7f8e\u5143\uff0c\u975e GAAP \u6bcf\u80a1\u6536\u76ca\u9884\u8ba1\u4e3a 2.95 \u81f3 2.96\u7f8e\u5143\uff0c\u800c\u5e02\u573a\u9884\u671f\u4e3a 2.83\u7f8e\u5143\u3002<\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><\/li><\/ul>\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\/2024\/02\/image-15.png\" alt=\"\" class=\"wp-image-39364\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/image-15.png 776w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/image-15-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/image-15-768x164.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=\"511\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/image-16.png\" alt=\"\" class=\"wp-image-39365\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/image-16.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/image-16-300x163.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/image-16-768x417.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/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-39261-_i97spf5o8m4c\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-263.png\" class=\"wp-image-39342\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-263.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-263-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-263-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u535a\u901a(AVGO US)\uff1a\u5f88\u5feb\u4f1a\u62c9\u5347<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1285\uff08\u4e70\u5165\u6b62\u635f\uff09\uff0c\u76ee\u6807\u4ef7\uff1a1400\uff0c\u6b62\u635f\u4ef7\uff1a1227<\/strong>   <\/li><li>\u535a\u901a\u516c\u53f8\u8bbe\u8ba1\u3001\u5f00\u53d1\u5e76\u63d0\u4f9b\u534a\u5bfc\u4f53\u548c\u57fa\u7840\u8bbe\u65bd\u8f6f\u4ef6\u89e3\u51b3\u65b9\u6848\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u5b58\u50a8\u9002\u914d\u5668\u3001\u63a7\u5236\u5668\u3001\u7f51\u7edc\u5904\u7406\u5668\u3001\u8fd0\u52a8\u63a7\u5236\u7f16\u7801\u5668\u548c\u5149\u5b66\u4f20\u611f\u5668\uff0c\u4ee5\u53ca\u57fa\u7840\u8bbe\u65bd\u548c\u5b89\u5168\u8f6f\u4ef6\uff0c\u4ee5\u73b0\u4ee3\u5316\u3001\u4f18\u5316\u548c\u4fdd\u62a4\u6700\u590d\u6742\u7684\u6df7\u5408\u73af\u5883\u3002\u535a\u901a\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002   <\/li><li><strong>\u9884\u8ba1\u4eba\u5de5\u667a\u80fd\u652f\u51fa\u5c06\u6fc0\u589e\u3002<\/strong>\u7f8e\u56fd\u94f6\u884c\u6700\u8fd1\u53d1\u5e03\u7684\u4e00\u4efd\u62a5\u544a\u5f3a\u8c03\uff0c\u5fae\u8f6f\u3001Alphabet\u3001\u4e9a\u9a6c\u900a\u548cMeta\u7b49\u5927\u578b\u8d85\u5927\u89c4\u6a21\u4f01\u4e1a\u7684\u4e91\u548c\u4eba\u5de5\u667a\u80fd\u8d44\u672c\u652f\u51fa\u9884\u8ba1\u5c06\u589e\u52a0450\u4ebf\u7f8e\u5143\u3002\u8fd9\u79cd\u652f\u51fa\u7684\u4e0a\u5347\u9884\u8ba1\u5c06\u5728\u672a\u6765\u4e09\u5e74\u60e0\u53ca\u82af\u7247\u5236\u9020\u5546\u3002\u9664\u4e86\u79d1\u6280\u5de8\u5934\uff0c\u533b\u7597\u4fdd\u5065\u548c\u91d1\u878d\u7b49\u884c\u4e1a\u4e5f\u5728\u62e5\u62b1\u4eba\u5de5\u667a\u80fd\uff0c\u8fdb\u4e00\u6b65\u63a8\u52a8\u4e86\u5bf9\u82af\u7247\u7684\u9700\u6c42\u3002\u535a\u901a\u5728\u9ad8\u7aef\u4eba\u5de5\u667a\u80fd\u4e13\u7528\u96c6\u6210\u7535\u8def\u5e02\u573a\u5904\u4e8e\u9886\u5148\u5730\u4f4d\uff0c\u4e0e\u8c37\u6b4c\u7b49\u516c\u53f8\u5408\u4f5c\uff0c\u4e3a\u4eba\u5de5\u667a\u80fd\u8bbe\u8ba1\u5b9a\u5236\u82af\u7247\uff0c\u79f0\u4e3a\u5f20\u91cf\u5904\u7406\u5355\u5143(tpu)\u3002\u535a\u901a\u5728\u4eba\u5de5\u667a\u80fd\u534a\u5bfc\u4f53\u5e02\u573a\u4e0a\u7684\u5f3a\u52bf\u5730\u4f4d\uff0c\u5728\u4eba\u5de5\u667a\u80fd\u534a\u5bfc\u4f53\u9700\u6c42\u6fc0\u589e\u7684\u60c5\u51b5\u4e0b\uff0c\u5bf9\u6295\u8d44\u8005\u6765\u8bf4\u662f\u4e00\u4e2a\u6709\u5438\u5f15\u529b\u7684\u673a\u4f1a\u3002   <\/li><li><strong>\u589e\u957f\u7a7a\u95f4\u3002<\/strong>\u5728\u7b2c\u56db\u5b63\u5ea6\uff0c\u535a\u901a\u7684\u6536\u5165\u548c\u8c03\u6574\u540e\u6bcf\u80a1\u5229\u6da6\u8d85\u8fc7\u4e86\u9884\u671f\u3002\u7136\u800c\uff0c\u7531\u4e8e\u53d7\u5230\u6536\u8d2dVMware\u7684\u5f71\u54cd\uff0c\u4f01\u4e1a\u652f\u51fa\u548c\u7ade\u4e89\u75b2\u8f6f\uff0c\u8be5\u516c\u53f8\u9884\u8ba124\u8d22\u5e74\u7684\u5e74\u6536\u5165\u5c06\u4f4e\u4e8e\u534e\u5c14\u8857\u7684\u9884\u671f\u3002\u9884\u8ba12014\u8d22\u5e74\u8425\u6536\u5c06\u5728500\u4ebf\u7f8e\u5143\u5de6\u53f3\uff0c\u4f4e\u4e8e\u5206\u6790\u5e08\u9884\u671f\u768452.5\u4ebf\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u8ba1\u5212\u5265\u79bbVMware\u7684\u975e\u6838\u5fc3\u4e1a\u52a1\uff0c\u5982\u7ec8\u7aef\u7528\u6237\u8ba1\u7b97\u548cCarbon Black\uff0c\u76ee\u6807\u662f\u8c03\u6574\u540e\u7684EBITDA\u5360\u9884\u8ba1\u6536\u5165\u768460%\u5de6\u53f3\uff0c\u7ea6\u4e3a300\u4ebf\u7f8e\u5143\u3002\u4e0eVMware\u76f8\u5173\u7684\u8f6c\u578b\u6210\u672c\u4f30\u8ba1\u7ea6\u4e3a10\u4ebf\u7f8e\u5143\u3002\u6765\u81ea\u7535\u4fe1\u548c\u4f01\u4e1a\u5ba2\u6237\u7684\u8425\u6536\u6709\u6240\u653e\u7f13\uff0c\u5bf9\u4e3b\u8981\u5ba2\u6237\u601d\u79d1\u7cfb\u7edf(Cisco Systems)\u65b0\u8ba2\u5355\u653e\u7f13\u4ee5\u53ca\u6765\u81ea\u82f1\u4f1f\u8fbe(Nvidia)\u7ade\u4e89\u52a0\u5267\u7684\u62c5\u5fe7\u4e5f\u589e\u52a0\u4e86\u538b\u529b\u3002\u7136\u800c\uff0c\u7531\u4e8e\u6b64\u6b21\u6536\u8d2d\u5728\u4e91\u8ba1\u7b97\u9886\u57df\u63d0\u4f9b\u4e86\u65b0\u7684\u534f\u540c\u6548\u5e94\uff0c\u8fd9\u5c1a\u672a\u53cd\u6620\u5728\u5176\u8d22\u52a1\u62a5\u8868\u4e2d\uff0c\u5982\u679c\u80fd\u591f\u5145\u5206\u5229\u7528\u6b64\u6b21\u6536\u8d2d\uff0c\u535a\u901a\u53ef\u80fd\u4ecd\u6709\u589e\u957f\u7a7a\u95f4\u548c\u4e0a\u884c\u7a7a\u95f4\u3002   <\/li><li><strong>23\u8d22\u5e74\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e<\/strong>\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f4.1%\uff0c\u81f393\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f2,000\u4e07\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a11.06\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.10\u7f8e\u5143\u3002\u9884\u8ba1\u572824\u8d22\u5e74\uff0c\u5305\u62ecVMware\u7684\u8d21\u732e\u5728\u5185\u7684\u6536\u5165\u7ea6\u4e3a500\u4ebf\u7f8e\u5143\uff0c\u6bd4\u53bb\u5e74\u540c\u671f\u589e\u957f40%\uff0c\u8c03\u6574\u540e\u7684EBITDA\u6307\u5bfc\u7ea6\u4e3a\u9884\u8ba1\u6536\u5165\u768460%\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\/2024\/02\/word-image-261.png\" alt=\"\" class=\"wp-image-39339\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-261.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-261-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1132\" height=\"614\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-262.png\" alt=\"\" class=\"wp-image-39341\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-262.png 1132w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-262-300x163.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-262-1024x555.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-262-768x417.png 768w\" sizes=\"(max-width: 1132px) 100vw, 1132px\" \/><\/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-39261-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-264.png\" class=\"wp-image-39345\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-264.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-264-300x64.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\/02\/word-image-265.png\" alt=\"\" class=\"wp-image-39346\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-265.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/word-image-265-300x62.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 Palantir Technologies Inc (PLTR US) at US$24 and Las Vegas Sands Corp (LVS US) at US$54. Add China Mobile Ltd (941 HK) at HK$66.6 and Broadcom Inc (AVGO US) at US$1,285. Cut loss on Adobe Inc (ADBE US) at US$593.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"941\" height=\"442\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/image-17.png\" alt=\"\" class=\"wp-image-39367\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/image-17.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/image-17-300x141.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/02\/image-17-768x361.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","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. Rising rents push US inflation higher; rate cuts still expected in 2024 2. Dow tumbles 500 points, posts worst day since March 2023 after hot inflation report: Live updates 3. Wall Street Caught Off Guard by \u2018Sticky\u2019 CPI Signs: Markets Wrap 4. [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":22943,"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-39261","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-kgi-daily-trading-ideas-chinese"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.8 - aioseo.com -->\n\t<meta name=\"description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Take profit on Palantir Technologies Inc (PLTR US) at US$24 and Las Vegas Sands Corp (LVS US) at US$54. Add China\" \/>\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-14-feb-2024-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=\"2024\u5e7402\u670814\u65e5: \u65b0\u52a0\u5761\u822a\u7a7a (SIA SP), \u4e2d\u56fd\u79fb\u52a8 (941 HK), CrowdStrike Holdings Inc (CRWD US) \u2022 KGI Singapore Research\" \/>\n\t\t<meta property=\"og:description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Take profit on Palantir Technologies Inc (PLTR US) at US$24 and Las Vegas Sands Corp (LVS US) at US$54. Add China\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-14-feb-2024-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=\"2024-02-13T23:28:00+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2024-02-14T00:14:35+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2024\u5e7402\u670814\u65e5: \u65b0\u52a0\u5761\u822a\u7a7a (SIA SP), \u4e2d\u56fd\u79fb\u52a8 (941 HK), CrowdStrike Holdings Inc (CRWD US) \u2022 KGI Singapore Research\" \/>\n\t\t<meta name=\"twitter:description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Take profit on Palantir Technologies Inc (PLTR US) at US$24 and Las Vegas Sands Corp (LVS US) at US$54. Add China\" \/>\n\t\t<meta name=\"twitter:image\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<script type=\"application\/ld+json\" class=\"aioseo-schema\">\n\t\t\t{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"BlogPosting\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-14-feb-2024-zh\\\/#blogposting\",\"name\":\"2024\\u5e7402\\u670814\\u65e5: \\u65b0\\u52a0\\u5761\\u822a\\u7a7a (SIA SP), \\u4e2d\\u56fd\\u79fb\\u52a8 (941 HK), CrowdStrike Holdings Inc (CRWD US) \\u2022 KGI Singapore Research\",\"headline\":\"2024\\u5e7402\\u670814\\u65e5: \\u65b0\\u52a0\\u5761\\u822a\\u7a7a (SIA SP), \\u4e2d\\u56fd\\u79fb\\u52a8 (941 HK), CrowdStrike Holdings Inc (CRWD US)\",\"author\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/keithtan\\\/#author\"},\"publisher\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\"},\"image\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/wp-content\\\/uploads\\\/2023\\\/01\\\/Thumbnail-151.jpg?wsr\",\"width\":750,\"height\":500,\"caption\":\"Creative glowing forex chart with map on blurry background. 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