{"id":40503,"date":"2024-03-06T07:55:00","date_gmt":"2024-03-05T23:55:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=40503"},"modified":"2024-03-06T10:08:20","modified_gmt":"2024-03-06T02:08:20","slug":"kgi-daily-trading-ideas-06-mar-2024-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-06-mar-2024-zh\/","title":{"rendered":"2024\u5e7403\u670806\u65e5: \u5929\u7136\u7164\u77ff\u96c6\u56e2 (GEO SP), PRADA S.P.A.(1913 HK), \u7231\u5f7c\u8fce(ABNB 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-40503-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"941\" height=\"468\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-21.png\" alt=\"\" class=\"wp-image-40605\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-21.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-21-300x149.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-21-768x382.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td><strong>News Feed<\/strong><\/td><\/tr><tr><td>1. <a href=\"https:\/\/finance.yahoo.com\/news\/stock-market-today-nasdaq-leads-stock-slide-bitcoin-tumbles-after-new-record-210041125.html\">Stock market today: Nasdaq leads stock slide, bitcoin tumbles after new record<\/a><\/td><\/tr><tr><td>2. <a href=\"https:\/\/www.cnbc.com\/2024\/03\/05\/us-treasury-yields-investors-fret-over-economic-outlook.html\">U.S. Treasury yields fall as ISM data shows cooling inflationary pressures<\/a><\/td><\/tr><tr><td>3. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/us-factory-orders-fall-more-than-expected-in-january\">US factory orders fall more than expected in January<\/a><\/td><\/tr><tr><td>4. <a href=\"https:\/\/www.channelnewsasia.com\/business\/dollar-steady-ahead-powell-testimony-bitcoin-takes-breather-4174231\">Dollar steady ahead of Powell testimony, bitcoin takes breather<\/a><\/td><\/tr><tr><td>5. <a href=\"https:\/\/www.reuters.com\/markets\/commodities\/gold-hovers-near-3-month-peak-eyes-powells-testimony-2024-03-05\/\">Mounting US rate cut bets fuel gold to record highs<\/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\/03\/word-image-101.png\" alt=\"\" class=\"wp-image-40564\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-101.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-101-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-40503-_qqv3rtx8nazp\"><\/a><a id=\"post-40503-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1175\" height=\"538\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-102.png\" alt=\"\" class=\"wp-image-40565\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-102.png 1175w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-102-300x137.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-102-1024x469.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-102-768x352.png 768w\" sizes=\"(max-width: 1175px) 100vw, 1175px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td><p><strong>News Feed<\/strong>\n<\/p><\/td><\/tr><tr><td><p>\n  1. <a href=\"https:\/\/www.reuters.com\/world\/china\/china-targets-2024-gdp-growth-around-5-government-work-report-2024-03-05\/\">China vows to \u2018transform\u2019 economy, sets ambitious growth target<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/global\/china-plans-one-trillion-yuan-special-ultra-long-debt-for-economy\">China plans one trillion yuan special ultra-long debt for economy<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.cnbc.com\/2024\/03\/05\/hong-kongs-paul-chan-says-chinas-5percent-gdp-goal-is-attainable.html\">China\u2019s 5% GDP goal is \u2018attainable\u2019 but it won\u2019t be easy, says Hong Kong\u2019s financial secretary<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/china-calls-for-new-appliances-more-vacation-to-revive-spending\">China calls for new appliances, more vacation to revive spending<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.scmp.com\/economy\/economic-indicators\/article\/3254171\/chinas-services-activity-growth-momentum-softens-february-still-expands-14th-consecutive-month\">China\u2019s services activity growth momentum softens in February, but still expands for 14th consecutive month<\/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\/03\/word-image-103.png\" alt=\"\" class=\"wp-image-40566\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-103.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-103-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-40503-_9i0c554gtu0u\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-104.png\" class=\"wp-image-40567\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-104.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-104-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u5929\u7136\u7164\u77ff\u96c6\u56e2 (GEO SP)\uff1a\u8fdb\u573a\u597d\u65f6\u673a<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.35\uff0c\u76ee\u6807\u4ef7\uff1a0.39\uff0c\u6b62\u635f\u4ef7\uff1a0.33<\/strong>\n  <\/li><li>\n    \u5929\u7136\u7164\u77ff\u96c6\u56e2\u662f\u4e00\u5bb6\u7efc\u5408\u6027\u7164\u70ad\u5f00\u91c7\u4e13\u5bb6\u3002\u8be5\u516c\u53f8\u62e5\u6709\u5e76\u7ecf\u8425\u7164\u77ff\uff0c\u4e3a\u7b2c\u4e09\u65b9\u77ff\u4e3b\u63d0\u4f9b\u7164\u77ff\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>\u80a1\u606f\u653f\u7b56\u4fdd\u6301\u4e0d\u53d8\u3002<\/strong>\u5929\u7136\u7164\u77ff\u96c6\u56e2\u768423\u8d22\u5e74\u4e1a\u7ee9\u663e\u793a\u51c0\u5229\u6da6\u4e0b\u964d62%\u81f36,270\u4e07\u7f8e\u5143\uff0c\u53cd\u6620\u4e86\u7164\u70ad\u4ef7\u683c\u572822\u8d22\u5e74\u5927\u5e45\u4e0a\u6da8\u540e\u7684\u6b63\u5e38\u5316\u3002\u5c3d\u7ba1\u5982\u6b64\uff0c\u8be5\u516c\u53f8\u4ecd\u575a\u6301\u5176\u80a1\u606f\u653f\u7b56\uff0c\u5ba3\u5e03\u5168\u5e74\u80a1\u606f\u4e3a\u6bcf\u80a10.02\u65b0\u5143\uff0c\u603b\u6d3e\u606f\u7387\u7ef4\u6301\u572833.7%\u3002\u4ea7\u91cf\u8d85\u8fc7\u4e86\u6700\u521d\u7684800\u4e07\u5428\u76ee\u6807\uff0c\u8fbe\u5230840\u4e07\u5428\uff0c\u5176\u4e2d\u5927\u90e8\u5206\u6765\u81eaSDJ\u548cTBR\u77ff\u5c71\u3002\u65b0\u6536\u8d2d\u7684TRA\u77ff\u8d21\u732e\u4e8620\u4e07\u5428\u3002\u867d\u7136\u62a5\u544a\u7684\u51c0\u5229\u6da6\u6570\u5b57\u53ef\u80fd\u53d7\u5230\u4e00\u6b21\u6027\u6536\u76ca\u7684\u5f71\u54cd\uff0c\u4f46\u8be5\u516c\u53f8\u901a\u8fc7\u5176\u80a1\u606f\u653f\u7b56\u5c55\u793a\u4e86\u5176\u5bf9\u80a1\u4e1c\u4ef7\u503c\u7684\u627f\u8bfa\u3002\n  <\/li><li><strong>\u4ea7\u91cf\u5c06\u4e0a\u5347\u3002<\/strong>\u6536\u8d2dTRA\u77ff85%\u7684\u80a1\u4efd\u5927\u5927\u589e\u52a0\u4e86\u516c\u53f8\u76842P\u7164\u50a8\u91cf\uff0c\u8d85\u8fc72.75\u4ebf\u5428\u3002\u8fd9\u4e00\u6269\u5f20\u518d\u52a0\u4e0a\u8be5\u77ff\u4f4e\u7070\u3001\u4f4e\u786b\u7164\u7684\u7279\u70b9\uff0c\u53ef\u4ee5\u83b7\u5f97\u6ea2\u4ef7\u5b9a\u4ef7\uff0c\u4e3a\u589e\u52a0\u4ea7\u91cf\u548c\u6f5c\u5728\u6536\u5165\u589e\u957f\u63d0\u4f9b\u4e86\u673a\u4f1a\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u4e0b\u964d33%\uff0c\u4ece7.335\u4ebf\u7f8e\u5143\u964d\u81f34.89\u4ebf\u7f8e\u5143\u3002\u8fd9\u4e00\u4e0b\u964d\u662f\u7531\u4e8e\u7164\u70ad\u4ef7\u683c\u7684\u6b63\u5e38\u5316\uff0c\u5373ICI4\u5e73\u5747\u4ef7\u683c\u4ece22\u8d22\u5e74\u768486.06\u7f8e\u5143\u964d\u81f323\u8d22\u5e74\u768470.46\u7f8e\u5143\u3002\u4e0b\u534a\u5e74\u8425\u6536\u540c\u6bd4\u4e0b\u964d32%\uff0c\u81f32.492\u4ebf\u7f8e\u5143\uff0c\u51c0\u5229\u6da6\u540c\u6bd4\u4e0b\u964d40%\uff0c\u81f33,470\u4e07\u7f8e\u5143\u3002\u51c0\u5229\u6da6\u4ece\u53bb\u5e74\u76841.636\u4ebf\u7f8e\u5143\u7684\u9ad8\u70b9\u4e0b\u964d\u81f36,270\u4e07\u7f8e\u5143\uff0c\u540c\u6bd4\u4e0b\u964d62%\u3002\u4ea4\u4ed8\u7684\u51c0\u5229\u6da6\u6bd4\u6211\u4eec\u9884\u671f\u7684\u8981\u597d\uff0c\u8fd9\u662f\u7531\u4e8e\u4e00\u9879\u5ec9\u4ef7\u91c7\u8d2d\u9879\u76ee\u7684\u4e00\u6b21\u6027\u6536\u76ca\u3002\u57282023\u5e74\u7b2c\u56db\u5b63\u5ea6\uff0c\u516c\u53f8\u5efa\u8bae\u6d3e\u53d1\u6bcf\u80a10.006\u65b0\u5143\u7684\u672b\u671f\u80a1\u606f\uff0c\u56e0\u6b64\u5168\u5e74\u80a1\u606f\u4e3a\u6bcf\u80a10.02\u65b0\u5143\u3002\u57282023\u8d22\u5e74\uff0cICI4\u7684\u5e73\u5747\u4ef7\u683c\u964d\u81f3\u6bcf\u542862.96\u7f8e\u5143\u3002\n  <\/li><li>\n    \u6211\u4eec\u5bf9\u57fa\u672c\u9762\u7684\u8bc4\u7ea7\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a<strong>0.72\u65b0\u5143\u3002<\/strong><a href=\"https:\/\/www.kgieworld.sg\/securities\/resources\/ck\/files\/docs\/research\/GEO%20ENERGY%204Q23%20UPDATE%20FINAL.pdf\">\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb\u62a5\u544a\u5168\u6587\u3002<\/a>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1554\" height=\"615\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-on-a-screen-description-automatically-gen-5.png\" alt=\"A graph on a screen\n\nDescription automatically generated\" class=\"wp-image-40568\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-on-a-screen-description-automatically-gen-5.png 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-on-a-screen-description-automatically-gen-5-300x119.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-on-a-screen-description-automatically-gen-5-1024x405.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-on-a-screen-description-automatically-gen-5-768x304.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-on-a-screen-description-automatically-gen-5-1536x608.png 1536w\" sizes=\"(max-width: 1554px) 100vw, 1554px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-long-line-of-a-white-background-description-aut-5.png\" class=\"wp-image-40569\" 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\/03\/a-long-line-of-a-white-background-description-aut-5.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-long-line-of-a-white-background-description-aut-5-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/> <\/strong><a id=\"post-40503-_uhzkqhavyvxz\"><\/a><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-40503-_Hlk159112320\"><\/a><strong>\u65b0\u822a\u5de5\u7a0b (SIE SP)\uff1a\u822a\u7a7a\u5f39\u6027<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a2.34\uff0c\u76ee\u6807\u4ef7\uff1a2.50\uff0c\u6b62\u635f\u4ef7\uff1a2.26<\/strong>\n  <\/li><li>\n    \u65b0\u822a\u5de5\u7a0b\u6709\u9650\u516c\u53f8\u63d0\u4f9b\u673a\u8eab\u53ca\u90e8\u4ef6\u5927\u4fee\u670d\u52a1\u3001\u7ebf\u8def\u7ef4\u4fee\u53ca\u6280\u672f\u5730\u52e4\u670d\u52a1\u3002\u8be5\u516c\u53f8\u8fd8\u5236\u9020\u98de\u673a\u5ba2\u8231\u8bbe\u5907\uff0c\u7ffb\u65b0\u98de\u673a\u53a8\u623f\uff0c\u7ef4\u4fee\u548c\u5927\u4fee\u6db2\u538b\u673a\u68b0\u98de\u673a\u8bbe\u5907\u3002\n  <\/li><li><strong>\u5229\u6da6\u7ffb\u500d\u3002<\/strong>\n  <\/li><li>\n    \u65b0\u52a0\u5761\u822a\u6613\u5de5\u7a0b\u516c\u53f8 (SIA Engineering) \u7b2c\u4e09\u5b63\u5ea6\u51c0\u5229\u6da6\u5927\u5e45\u589e\u957f\u81f3 2690 \u4e07\u65b0\u5143\uff0c\u662f\u53bb\u5e74\u540c\u671f\u7684\u4e24\u500d\u591a\u3002\u8fd9\u4e00\u589e\u957f\u5f97\u76ca\u4e8e\u98de\u673a\u7ef4\u4fee\u670d\u52a1\u9700\u6c42\u5f3a\u52b2\uff0c\u5168\u7403\u822a\u73ed\u6d3b\u52a8\u63a5\u8fd1\u75ab\u60c5\u524d\u6c34\u5e73\uff0c\u5bfc\u81f4\u6536\u5165\u540c\u6bd4\u589e\u957f 40.2% \u81f3 2.917 \u4ebf\u65b0\u5143\u3002\u5c3d\u7ba1\u4f9b\u5e94\u94fe\u6311\u6218\u5f71\u54cd\u4e86\u5468\u8f6c\u65f6\u95f4\u548c\u4ea7\u91cf\uff0c\u65b0\u52a0\u5761\u822a\u6613\u5de5\u7a0b\u516c\u53f8\u7684\u822a\u7ebf\u7ef4\u62a4\u90e8\u95e8\u6062\u590d\u5230\u75ab\u60c5\u524d\u6c34\u5e73\u7684 94%\u3002\u516c\u53f8\u652f\u51fa\u6709\u6240\u589e\u52a0\uff0c\u4e3b\u8981\u662f\u7531\u4e8e\u4eba\u529b\u548c\u6750\u6599\u6210\u672c\u4e0a\u5347\uff0c\u4f46\u589e\u957f\u7387\u8f83\u4f4e\uff0c\u4ec5\u4e3a 33.8%\u3002\u622a\u81f3 2024 \u5e74 9 \u6708\uff0c\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f 90.3% \u81f3 8620 \u4e07\u65b0\u5143\uff0c\u6536\u5165\u540c\u6bd4\u589e\u957f 41.3% \u81f3 8.057 \u4ebf\u65b0\u5143\uff0c\u9ad8\u4e8e 2023 \u5e74\u7b2c\u4e09\u5b63\u5ea6\u7684 5.703 \u4ebf\u65b0\u5143\u3002\u672c\u5b63\u5ea6\uff0c\u65b0\u52a0\u5761\u822a\u6613\u5de5\u7a0b\u516c\u53f8\u8fd8\u5728\u4e9a\u592a\u5730\u533a\u8bbe\u7acb\u4e86\u7b2c\u4e09\u4e2a\u5927\u578b\u7ef4\u4fee\u57fa\u5730\uff0c\u5e76\u989d\u5916\u6536\u8d2d\u4e86 Jamco Aero Design and Engineering \u516c\u53f8 10% \u7684\u80a1\u4efd\uff0c\u4ee5\u52a0\u5f3a\u5ba2\u8231\u7ef4\u62a4\u548c\u6539\u88c5\u670d\u52a1\u3002\u5c3d\u7ba1\u5b8f\u89c2\u7ecf\u6d4e\u548c\u5730\u7f18\u653f\u6cbb\u4e0d\u786e\u5b9a\u6027\u4ee5\u53ca\u52b3\u52a8\u529b\u5e02\u573a\u7d27\u7f29\u4f1a\u5f71\u54cd\u8fd1\u671f\u8425\u4e1a\u5229\u6da6\u7387\uff0c\u4f46\u8be5\u516c\u53f8\u4ecd\u5c06\u91cd\u70b9\u653e\u5728\u6210\u672c\u7ba1\u7406\u3001\u751f\u4ea7\u529b\u548c\u6218\u7565\u6295\u8d44\u4e0a\uff0c\u4ee5\u786e\u4fdd\u53ef\u6301\u7eed\u589e\u957f\u3002 \n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5e74\u5ea6\u5730\u533a\u65c5\u5ba2\u603b\u6570\uff082019 \u5e74\u6307\u6570=100\uff09<\/strong>\n  <img loading=\"lazy\" decoding=\"async\" width=\"1095\" height=\"425\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-showing-different-colored-lines-descripti.png\" class=\"wp-image-40570\" alt=\"A graph showing different colored lines\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-showing-different-colored-lines-descripti.png 1095w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-showing-different-colored-lines-descripti-300x116.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-showing-different-colored-lines-descripti-1024x397.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-showing-different-colored-lines-descripti-768x298.png 768w\" sizes=\"(max-width: 1095px) 100vw, 1095px\" \/>\n<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>(Source: IATA \u2013 Global Outlook for Air Transport)<\/strong>\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u5168\u9762\u590d\u82cf\u5373\u5c06\u5230\u6765\u3002<\/strong>\u5168\u7403\u822a\u7a7a\u65c5\u884c\u9884\u8ba1\u5c06\u5728 2024 \u5e74\u8d85\u8fc7\u75ab\u60c5\u524d\u6c34\u5e73\uff0c\u4e9a\u592a\u5730\u533a\u5c06\u5f15\u9886\u590d\u82cf\u3002\u5c3d\u7ba1\u5b58\u5728\u4f9b\u5e94\u94fe\u95ee\u9898\u548c\u5229\u6da6\u7387\u7d27\u5f20\u7b49\u6311\u6218\uff0c\u4e1a\u5185\u4e13\u5bb6\u9884\u8ba1\u5f3a\u52b2\u9700\u6c42\u5c06\u63a8\u52a8\u822a\u7a7a\u516c\u53f8\u7684\u5229\u6da6\u3002\u56fd\u9645\u822a\u7a7a\u8fd0\u8f93\u534f\u4f1a (IATA) \u9884\u6d4b\uff0c2024 \u5e74\u822a\u7a7a\u516c\u53f8\u5c06\u4ea7\u751f 257 \u4ebf\u7f8e\u5143\u7684\u5229\u6da6\uff0c\u9884\u8ba1\u4e9a\u592a\u5730\u533a\u5c06\u5728 2024 \u5e74\u5e74\u521d\u5b9e\u73b0\u5168\u9762\u590d\u82cf\u3002\u5c3d\u7ba1\u4f9b\u5e94\u94fe\u4e2d\u65ad\u548c\u751f\u4ea7\u5ef6\u8fdf\u7ee7\u7eed\u9650\u5236\u98de\u673a\u53ef\u7528\u6027\uff0c\u4f46\u9700\u6c42\u4ecd\u7136\u5f3a\u52b2\uff0c\u4e0d\u8fc7\u8584\u5229\u548c\u71c3\u6599\u4ef7\u683c\u4ee5\u53ca\u5730\u533a\u51b2\u7a81\u7b49\u5916\u90e8\u56e0\u7d20\u53ef\u80fd\u4f1a\u5f71\u54cd\u822a\u7a7a\u4e1a\u5728 2024 \u5e74\u7684\u547d\u8fd0\u3002\u603b\u800c\u8a00\u4e4b\uff0c\u5c3d\u7ba1\u6311\u6218\u4f9d\u7136\u5b58\u5728\uff0c\u4f46\u822a\u7a7a\u65c5\u884c\u590d\u82cf\u7684\u524d\u666f\u4ecd\u7136\u4e50\u89c2\u3002\u8fd9\u5c06\u6709\u5229\u4e8e\u65b0\u52a0\u5761\u822a\u6613\u5de5\u7a0b\u516c\u53f8\uff0c\u56e0\u4e3a\u5b83\u5c06\u80fd\u591f\u4e3a\u5176\u5404\u79cd\u670d\u52a1\u90e8\u95e8\u5e26\u6765\u66f4\u591a\u4e1a\u52a1\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4e9a\u6d32\u6bcf\u6708\u822a\u73ed\u603b\u6570<\/strong>\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"684\" height=\"424\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-with-white-lines-and-numbers-description-1.png\" alt=\"A graph with white lines and numbers\n\nDescription automatically generated\" class=\"wp-image-40571\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-with-white-lines-and-numbers-description-1.png 684w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-with-white-lines-and-numbers-description-1-300x186.png 300w\" sizes=\"(max-width: 684px) 100vw, 684px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>2023 \u5e74\u822a\u7a7a\u65c5\u884c\u9700\u6c42\u5f97\u5230\u8bc1\u5b9e\u3002\u56fd\u9645\u822a\u7a7a\u8fd0\u8f93\u534f\u4f1a (IATA) \u62a5\u544a\u79f0\uff0c2023 \u5e74\u5168\u7403\u822a\u7a7a\u65c5\u884c\u9700\u6c42\u5f3a\u52b2\u53cd\u5f39\uff0c\u6574\u4f53\u5ba2\u8fd0\u91cf\u5df2\u63a5\u8fd1\u75ab\u60c5\u524d\u6c34\u5e73\u7684 94.1%\u3002\u5c24\u5176\u662f\u5728 12 \u6708\u4efd\uff0c\u5ba2\u8fd0\u91cf\u6062\u590d\u5f97\u5c24\u4e3a\u5f3a\u52b2\uff0c\u8fbe\u5230 2019 \u5e74 12 \u6708\u6c34\u5e73\u7684 97.5%\u3002\u4e0e 2022 \u5e74\u76f8\u6bd4\uff0c\u56fd\u9645\u822a\u73ed\u5ba2\u8fd0\u91cf\u731b\u589e 41.6%\uff0c\u8fbe\u5230 2019 \u5e74\u6c34\u5e73\u7684 88.6%\u3002\u56fd\u5185\u822a\u73ed\u5ba2\u8fd0\u91cf\u4e5f\u8868\u73b0\u4e0d\u4fd7\uff0c\u589e\u957f 30.4%\uff0c\u751a\u81f3\u8d85\u8fc7\u4e86 2019 \u5e74\u7684\u6c34\u5e73 3.9%\u3002\u4e9a\u592a\u5730\u533a\u9886\u8dd1\u56fd\u9645\u822a\u73ed\u590d\u82cf\uff0c\u62c9\u4e01\u7f8e\u6d32\u5219\u62e5\u6709\u6700\u9ad8\u7684\u56fd\u5185\u822a\u73ed\u8f7d\u5ba2\u7387\u3002\u5c3d\u7ba1\u51fa\u73b0\u4e86\u8fd9\u4e9b\u79ef\u6781\u7684\u8d8b\u52bf\uff0c\u4f46\u4f9b\u5e94\u94fe\u4e2d\u65ad\u548c\u5730\u7f18\u653f\u6cbb\u4e0d\u786e\u5b9a\u6027\u7b49\u6311\u6218\u4f9d\u7136\u5b58\u5728\u3002\u5c3d\u7ba1\u5b58\u5728\u8fd9\u4e9b\u969c\u788d\uff0c\u4f46\u822a\u7a7a\u65c5\u884c\u590d\u82cf\u7684\u524d\u666f\u4f3c\u4e4e\u4ecd\u7136\u4e50\u89c2\u3002<\/strong>\n  <\/li><li><strong>24\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u3002\u65b0\u822a\u5de5\u7a0b\u6700\u8fd1\u7684\u8868\u73b0\u53ef\u5708\u53ef\u70b9\uff01\u4e0e\u53bb\u5e74\u540c\u671f\u76f8\u6bd4\uff0c\u5176\u6536\u5165\u589e\u957f\u4e86 40.2%\uff0c\u8fbe\u5230 2.917 \u4ebf\u65b0\u5143\uff1b\u51c0\u5229\u6da6\u66f4\u662f\u7ffb\u4e86\u4e00\u500d\u591a\uff0c\u8fbe\u5230 2690 \u4e07\u65b0\u5143\uff08\u589e\u957f 110%\uff09\u3002\u6bcf\u80a1\u57fa\u672c\u6536\u76ca\u4e5f\u4ece\u53bb\u5e74\u540c\u671f\u7684 1.14 \u65b0\u5206\u5927\u5e45\u589e\u52a0\u5230 2.4 \u65b0\u5206\u3002\u65b0\u822a\u5de5\u7a0b\u7684\u822a\u7ebf\u7ef4\u62a4\u90e8\u95e8\u5728\u65b0\u52a0\u5761\u5904\u7406\u7684\u822a\u73ed\u6570\u91cf\u4e5f\u63a5\u8fd1\u6062\u590d\u5230\u75ab\u60c5\u524d\u6c34\u5e73\uff0c\u4ece\u4e00\u5e74\u524d\u7684 75% \u4e0a\u5347\u5230 94%\u3002\u603b\u800c\u8a00\u4e4b\uff0c\u770b\u8d77\u6765\u65b0\u822a\u5de5\u7a0b\u6b63\u5728\u7ecf\u5386\u5f3a\u52b2\u590d\u82cf\u3002<\/strong>\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n    <img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-blue-and-white-rectangular-object-with-white-tex-5.png\" class=\"wp-image-40572\" alt=\"A blue and white rectangular object with white text\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-blue-and-white-rectangular-object-with-white-tex-5.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-blue-and-white-rectangular-object-with-white-tex-5-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1554\" height=\"615\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-screen-shot-of-a-graph-description-automaticall-9.png\" alt=\"A screen shot of a graph\n\nDescription automatically generated\" class=\"wp-image-40573\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-screen-shot-of-a-graph-description-automaticall-9.png 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-screen-shot-of-a-graph-description-automaticall-9-300x119.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-screen-shot-of-a-graph-description-automaticall-9-1024x405.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-screen-shot-of-a-graph-description-automaticall-9-768x304.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-screen-shot-of-a-graph-description-automaticall-9-1536x608.png 1536w\" sizes=\"(max-width: 1554px) 100vw, 1554px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-105.png\" class=\"wp-image-40574\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-105.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-105-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-40503-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-106.png\" class=\"wp-image-40575\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-106.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-106-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-40503-_34eo5yf8y7pj\"><\/a><strong>PRADA S.P.A.(1913 HK)\uff1a\u9887\u5177\u5438\u5f15\u529b\u7684\u65e5\u672c\u5962\u4f88\u54c1\u5e02\u573a<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a56.30\uff0c\u76ee\u6807\u4ef7\uff1a60.30\uff0c\u6b62\u635f\u4ef7\uff1a54.30<\/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>\u6781\u5177\u5438\u5f15\u529b\u7684\u65e5\u672c\u5962\u4f88\u54c1\u5e02\u573a\u3002<\/strong>\u7531\u4e8e\u65e5\u672c\u662f\u4e16\u754c\u4e0a\u6700\u5f3a\u5927\u7684\u5962\u4f88\u54c1\u5e02\u573a\u4e4b\u4e00\uff0c\u65e5\u5143\u8d2c\u503c\u5438\u5f15\u4e86\u8bb8\u591a\u5bfb\u627e\u5ec9\u4ef7\u5962\u4f88\u54c1\u7684\u6e38\u5ba2\u3002\u56fd\u5185\u5bf9\u5962\u4f88\u54c1\u7684\u9700\u6c42\u4e5f\u4fdd\u6301\u5f3a\u52b2\u3002\u5176\u4ed6\u8457\u540d\u7684\u5962\u4f88\u54c1\u516c\u53f8\uff0c\u5305\u62ec\u8def\u6613\u5a01\u767b\u96c6\u56e2\u3001\u5386\u5cf0\u96c6\u56e2\u548c\u7231\u9a6c\u4ed5\u56fd\u9645\u96c6\u56e2\uff0c\u540c\u6837\u4e5f\u516c\u5e03\u4e86\u5728\u65e5\u672c\u5e02\u573a\u4e0d\u65ad\u6269\u5927\u7684\u63a8\u52a8\u4e0b\u5f3a\u52b2\u7684\u6536\u76ca\u3002\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u5728\u5962\u4f88\u54c1\u884c\u4e1a\u6574\u4f53\u5468\u671f\u6027\u4f4e\u8ff7\u7684\u80cc\u666f\u4e0b\uff0c\u4e9a\u6d32\u5962\u4f88\u54c1\u9500\u552e\u7684\u5f39\u6027\u5c24\u4e3a\u7a81\u51fa\uff0c\u4e2d\u56fd\u6d88\u8d39\u8005\u8868\u73b0\u8c28\u614e\uff0c\u800c\u5176\u4ed6\u5173\u952e\u5e02\u573a\u7684\u589e\u957f\u4e5f\u5728\u9010\u6e10\u653e\u7f13\u3002\u76ee\u524d\uff0c\u6765\u81ea\u65e5\u672c\u5e02\u573a\u7684\u9500\u552e\u989d\u7ea6\u5360\u96c6\u56e2\u6536\u5165\u768410%\uff0c\u9274\u4e8e\u65e5\u672c\u5962\u4f88\u54c1\u5e02\u573a\u7684\u589e\u957f\uff0c\u9884\u8ba1\u8fd9\u4e00\u6bd4\u4f8b\u8fd8\u5c06\u8fdb\u4e00\u6b65\u589e\u957f\u3002\n  <\/li><li><strong>\u666e\u62c9\u8fbe\u4e0e\u6b27\u83b1\u96c5\u7684\u5408\u4f5c\u3002\u666e\u62c9\u8fbe\u6700\u8fd1\u516c\u5e03\u4e86\u4e0e\u6b27\u83b1\u96c5\u7684\u957f\u671f\u8bb8\u53ef\u534f\u8bae\uff0c\u6807\u5fd7\u7740\u5728\u5168\u7403\u8303\u56f4\u5185\u521b\u9020\u3001\u5f00\u53d1\u548c\u5206\u9500Miu Miu\u4ea7\u54c1\u7684\u6218\u7565\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u3002\u6b64\u6b21\u5408\u4f5c\u65e8\u5728\u63a8\u52a8\u8be5\u54c1\u724c\u7684\u53d1\u5c55\uff0c\u5f00\u62d3\u65b0\u5e02\u573a\uff0c\u91ca\u653e\u5176\u5728\u7f8e\u5bb9\u884c\u4e1a\u7684\u5168\u90e8\u6f5c\u529b\u3002\u5229\u7528\u8fd9\u4e00\u8054\u76df\uff0cMiu Miu\u6253\u7b97\u901a\u8fc7\u77e5\u540d\u6cd5\u56fd\u5316\u5986\u54c1\u516c\u53f8\u7684\u4e13\u4e1a\u77e5\u8bc6\u6765\u63d0\u9ad8\u9500\u552e\u5e76\u6269\u5927\u5176\u5728\u7f8e\u5bb9\u5e02\u573a\u7684\u8db3\u8ff9\u3002<\/strong>\n  <\/li><li><strong>\u9876\u7ea7Lyst\u6307\u6570\u3002Miu 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\u7ed3\u5408\u4e86\u4e09\u4e2a\u6708\u5185\u5168\u7403\u793e\u4ea4\u5a92\u4f53\u7684\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<\/strong>\n  <\/li><li><strong>23\u8d22\u5e74\u524d\u4e09\u5b63\u4e1a\u7ee9\u3002\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\u8d22\u5e74\u540c\u671f\u4e3a26.5\u4ebf\u6b27\u5143\u3002<\/strong>\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\/03\/word-image-107.png\" alt=\"\" class=\"wp-image-40576\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-107.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-107-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1091\" height=\"572\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-108.png\" alt=\"\" class=\"wp-image-40577\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-108.png 1091w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-108-300x157.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-108-1024x537.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-108-768x403.png 768w\" sizes=\"(max-width: 1091px) 100vw, 1091px\" \/><\/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\/03\/word-image-109.png\" class=\"wp-image-40578\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-109.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-109-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u8054\u60f3\u96c6\u56e2(992 HK)\uff1a\u671f\u5f85\u4eba\u5de5\u667a\u80fd\u4e2a\u4eba\u7535\u8111\u70ed\u6f6e<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a9.6\uff0c\u76ee\u6807\u4ef7\uff1a10.4\uff0c\u6b62\u635f\u4ef7\uff1a9.2<\/strong>\n  <\/li><li>\n    \u8054\u60f3\u96c6\u56e2\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u4e2a\u4eba\u7535\u8111\u53ca\u76f8\u5173\u4e1a\u52a1\u7684\u6295\u8d44\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u7684\u4e3b\u8981\u4ea7\u54c1\u5305\u62ec\u201cThink\u201d\u54c1\u724c\u5546\u7528\u4e2a\u4eba\u7535\u8111\u3001\u201cIdea\u201d\u54c1\u724c\u7684\u6d88\u8d39\u4e2a\u4eba\u7535\u8111\u3001\u4f3a\u670d\u5668\u3001\u5de5\u4f5c\u7ad9\u4ee5\u53ca\u5305\u62ec\u5e73\u677f\u7535\u8111\u548c\u667a\u80fd\u624b\u673a\u7b49\u7684\u4e00\u7cfb\u5217\u79fb\u52a8\u4e92\u8054\u7f51\u7ec8\u7aef\u3002\u8be5\u516c\u53f8\u5305\u62ec\u56db\u4e2a\u533a\u57df\u90e8\u95e8\uff1a\u4e2d\u56fd\u90e8\u95e8\uff0c\u4e9a\u592a\uff08AP\uff09\u90e8\u95e8\uff0c\u6b27\u6d32\u3001\u4e2d\u4e1c\u53ca\u975e\u6d32\uff08EMEA\uff09\u90e8\u95e8\u4ee5\u53ca\u7f8e\u6d32\uff08AG\uff09\u90e8\u95e8\u3002\u8be5\u516c\u53f8\u8fd8\u63d0\u4f9b\u4e91\u670d\u52a1\u548c\u5176\u4ed6\u76f8\u5173\u670d\u52a1\u3002\u8be5\u516c\u53f8\u7684\u4ea7\u54c1\u9500\u5f80\u4e2d\u56fd\u56fd\u5185\u4e0e\u6d77\u5916\u5e02\u573a\u3002\n  <\/li><li><strong>\u63a8\u51fa\u4e00\u5957\u4eba\u5de5\u667a\u80fd\u6295\u8d44\u7ec4\u5408\u3002<\/strong>\u8054\u60f3\u6700\u8fd1\u5728\u5907\u53d7\u671f\u5f85\u76842024\u5e74\u897f\u73ed\u7259\u4e16\u754c\u79fb\u52a8\u901a\u4fe1\u5927\u4f1a(MWC)\u4e0a\u5c55\u793a\u4e86\u5176\u5c16\u7aef\u7684\u4e13\u7528\u4eba\u5de5\u667a\u80fd\u8bbe\u5907\u3001\u8f6f\u4ef6\u548c\u57fa\u7840\u8bbe\u65bd\u89e3\u51b3\u65b9\u6848\u7ec4\u5408\u3002\u9664\u4e86\u521b\u65b0\uff0c\u8054\u60f3\u8fd8\u63a8\u51fa\u4e86\u6982\u5ff5\u9a8c\u8bc1\u8bbe\u5907\uff0c\u7a81\u7834\u4e86\u4f20\u7edf\u5916\u5f62\u7684\u754c\u9650\u3002\u8fd9\u5bb6\u5168\u7403\u670d\u52a1\u63d0\u4f9b\u5546\u5c55\u793a\u4e86\u6df7\u5408\u4eba\u5de5\u667a\u80fd\u7684\u672a\u6765\uff0c\u63a8\u52a8\u591a\u8bbe\u5907\u3001\u8f6f\u4ef6\u548c\u670d\u52a1\u4ea7\u54c1\uff0c\u4ee5\u63d0\u9ad8\u4e2a\u6027\u5316\u3001\u534f\u4f5c\u548c\u6548\u7387\u3002\u8054\u60f3ThinkBook\u900f\u660e\u663e\u793a\u7b14\u8bb0\u672c\u7535\u8111\u662f\u4ed6\u4eec\u65b0\u4ea7\u54c1\u7ebf\u4e2d\u7684\u4f7c\u4f7c\u8005\uff0c\u5177\u6709\u5f00\u521b\u6027\u768417.3\u82f1\u5bf8Micro-LED\u900f\u660e\u663e\u793a\u5c4f\u3002\u65e0\u8fb9\u6846\u7684\u5c4f\u5e55\u3001\u900f\u660e\u7684\u952e\u76d8\u533a\u548c\u770b\u4f3c\u6f02\u6d6e\u7684\u811a\u57ab\u8bbe\u8ba1\uff0c\u6beb\u4e0d\u8d39\u529b\u5730\u4f53\u73b0\u4e86\u9ad8\u79d1\u6280\u7684\u7b80\u7ea6\u6027\uff0c\u589e\u5f3a\u4e86\u6574\u4f53\u7528\u6237\u4f53\u9a8c\u3002\u901a\u8fc7\u4eba\u5de5\u667a\u80fd\u751f\u6210\u5185\u5bb9(AIGC)\u7684\u529b\u91cf\uff0c\u900f\u660e\u5c4f\u5e55\u901a\u8fc7\u5b9e\u73b0\u4e0e\u7269\u7406\u5bf9\u8c61\u7684\u4ea4\u4e92\u548c\u8986\u76d6\u6570\u5b57\u4fe1\u606f\u4ee5\u521b\u5efa\u72ec\u7279\u7684\u7528\u6237\u751f\u6210\u5185\u5bb9\uff0c\u4e3a\u5de5\u4f5c\u534f\u4f5c\u548c\u6548\u7387\u5f00\u8f9f\u4e86\u65b0\u7684\u9014\u5f84\u3002\u5b83\u7684\u900f\u660e\u5ea6\u4f7f\u5176\u80fd\u591f\u4e0e\u73af\u5883\u65e0\u7f1d\u96c6\u6210\uff0c\u7a81\u51fa\u4e86\u4eba\u5de5\u667a\u80fd\u5728PC\u5e02\u573a\u7684\u6f5c\u529b\u3002\n  <\/li><li><strong>\u4e0e\u767e\u5ea6\u5408\u4f5c\u3002\u8054\u60f3\u6700\u8fd1\u900f\u9732\u4e86\u4e0e\u767e\u5ea6\u7684\u5408\u4f5c\uff0c\u5c06\u767e\u5ea6\u7684\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd(AI)\u6280\u672f\u6574\u5408\u5230\u8054\u60f3\u7684\u667a\u80fd\u624b\u673a\u4e2d\u3002\u8fd9\u4e00\u6218\u7565\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u65e8\u5728\u5c06\u767e\u5ea6\u7684\u4eba\u5de5\u667a\u80fd\u6a21\u578b\u5b9e\u9645\u5e94\u7528\u3002\u968f\u7740ChatGPT\u7684\u63a8\u51fa\uff0c\u5168\u7403\u9500\u552e\u5177\u6709\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u529f\u80fd\u7684\u667a\u80fd\u624b\u673a\u7684\u8d8b\u52bf\uff0c\u5305\u62ec\u804a\u5929\u673a\u5668\u4eba\u548c\u5b9e\u65f6\u7ffb\u8bd1\u7b49\u670d\u52a1\uff0c\u57282022\u5e74\u5e95\u5f97\u5230\u4e86\u666e\u53ca\u3002\u6b64\u6b21\u5408\u4f5c\u5bf9\u4e24\u5bb6\u516c\u53f8\u6765\u8bf4\u90fd\u662f\u4e92\u5229\u7684\uff0c\u4f7f\u8054\u60f3\u80fd\u591f\u5229\u7528\u4eba\u5de5\u667a\u80fd\u9886\u57df\u6765\u52a0\u5f3a\u5176\u667a\u80fd\u624b\u673a\u7684\u63a8\u5e7f\u3002<\/strong>\n  <\/li><li><strong>24\u8d22\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u56de\u987e\u3002\u7b2c\u4e09\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957f2.97%\u81f3157\u4ebf\u7f8e\u5143\uff0c\u800c\u7b2c\u4e09\u5b63\u5ea6\u4e3a153\u4ebf\u7f8e\u5143\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u4e0b\u964d22.8%\u81f33.37\u4ebf\u7f8e\u5143\uff0c\u800c\u53bb\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a4.37\u4ebf\u7f8e\u5143\u300224\u5e74\u7b2c\u4e09\u5b63\u5ea6\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u964d\u81f32.81\u7f8e\u5206\uff0c\u800c23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a3.65\u7f8e\u5206\u3002<\/strong>\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\/03\/word-image-110.png\" alt=\"\" class=\"wp-image-40579\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-110.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-110-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  <img loading=\"lazy\" decoding=\"async\" width=\"1117\" height=\"611\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-111.png\" class=\"wp-image-40580\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-111.png 1117w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-111-300x164.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-111-1024x560.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-111-768x420.png 768w\" sizes=\"(max-width: 1117px) 100vw, 1117px\" \/>\n  (Source: Bloomberg)<strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-112.png\" class=\"wp-image-40581\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-112.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-112-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong>\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-40503-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-113.png\" class=\"wp-image-40582\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-113.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-113-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-113-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u7231\u5f7c\u8fce(ABNB US)\uff1a\u6b63\u5728\u8fdb\u884c\u7684\u6539\u5584\u5de5\u7a0b<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a150\uff0c\u76ee\u6807\u4ef7\uff1a164\uff0c\u6b62\u635f\u4ef7\uff1a143<\/strong>\n  <\/li><li>\n    \u7231\u5f7c\u8fce\u8fd0\u8425\u7740\u4e00\u4e2a\u65c5\u6e38\u4fe1\u606f\u548c\u9884\u8ba2\u670d\u52a1\u7684\u5728\u7ebf\u5e02\u573a\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u7f51\u7ad9\u548c\u79fb\u52a8\u5e94\u7528\u7a0b\u5e8f\u63d0\u4f9b\u4f4f\u5bbf\u3001\u6c11\u5bbf\u548c\u65c5\u6e38\u670d\u52a1\u3002Airbnb\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002\n  <\/li><li><strong>\u6b63\u5728\u6539\u8fdb\u3002<\/strong>\u7231\u5f7c\u8fce\u6b63\u5728\u6539\u8fdb\u5176\u8d28\u91cf\u5e73\u53f0\uff0c\u7528\u5fbd\u7ae0\u7a81\u51fa\u663e\u793a\u4f18\u8d28\u623f\u6e90\uff0c\u5e76\u6807\u8bb0\u4f4e\u8d28\u91cf\u623f\u6e90\u3002\u6700\u8fd1\u4e00\u4e2a\u5b63\u5ea6\uff0c\u66f4\u4e25\u683c\u7684\u653f\u7b56\u4f7f\u5f97\u53d6\u6d88\u623f\u6e90\u7684\u6570\u91cf\u51cf\u5c11\u4e8636%\uff0c\u81ea4\u6708\u4efd\u4ee5\u6765\uff0c\u5df2\u6709\u8d85\u8fc710\u4e07\u4e2a\u4f4e\u8d28\u91cf\u623f\u6e90\u88ab\u5220\u9664\u3002\u6838\u67e5\u5de5\u4f5c\u6b63\u5728\u52a0\u5f3a\uff0c\u5c06\u5305\u62ec\u66f4\u591a\u7684\u56fd\u5bb6\uff0c\u5927\u7ea620%\u7684\u623f\u6e90\u5df2\u7ecf\u8fc7\u5ba1\u67e5\uff0c\u7167\u7247\/\u89c6\u9891\u6838\u67e5\u5de5\u5177\u5373\u5c06\u95ee\u4e16\u3002\u672a\u6765\u9152\u5e97\u5c06\u63d0\u4f9b\u4eba\u5de5\u667a\u80fd\u529f\u80fd\uff0c\u5982\u70b9\u8bc4\u6458\u8981\u548c\u201c\u7ec8\u6781\u793c\u5bbe\u201d\u670d\u52a1\uff0c\u8fdb\u4e00\u6b65\u63d0\u5347\u5ba2\u4eba\u4f53\u9a8c\u3002\n  <\/li><li><strong>\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u826f\u597d\u3002<\/strong>\u7231\u5f7c\u8fce\u5ba3\u5e03\u4e86\u4e00\u987960\u4ebf\u7f8e\u5143\u7684\u80a1\u7968\u56de\u8d2d\u8ba1\u5212\uff0c\u8fd9\u8868\u660e\u8be5\u516c\u53f8\u57282024\u5e74\u8fdb\u5165\u5176\u8ba4\u4e3a\u7684\u8f6c\u6298\u70b9\u4e4b\u9645\uff0c\u5bf9\u5176\u4e1a\u52a1\u5145\u6ee1\u4fe1\u5fc3\u3002\u8be5\u516c\u53f8\u8ba1\u5212\u5728\u6700\u521d\u4e13\u6ce8\u4e8e\u6838\u5fc3\u65c5\u6e38\u4e1a\u52a1\u7684\u540c\u65f6\uff0c\u5c06\u4e1a\u52a1\u6269\u5c55\u5230\u5ea6\u5047\u79df\u8d41\u4ee5\u5916\u7684\u65b0\u9886\u57df\u3002\u50cf\u201c\u5ba2\u4eba\u6700\u7231\u201d\u8fd9\u6837\u7684\u9879\u76ee\u65e8\u5728\u901a\u8fc7\u7a81\u51fa\u4f18\u8d28\u9152\u5e97\u6765\u5438\u5f15\u66f4\u591a\u7684\u987e\u5ba2\u3002\u5c3d\u7ba1\u9762\u4e34\u76d1\u7ba1\u5ba1\u67e5\u548c\u6536\u5165\u589e\u901f\u653e\u7f13\uff0c\u4f46Airbnb\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u5f3a\u52b2\uff0c\u9884\u8ba2\u91cf\u521b\u5386\u53f2\u65b0\u9ad8\uff0c\u957f\u671f\u4f4f\u5bbf\u9700\u6c42\u589e\u52a0\uff0c\u8d22\u52a1\u4e1a\u7ee9\u597d\u4e8e\u9884\u671f\u3002\u8be5\u516c\u53f8\u8fd8\u6697\u793a\u672a\u6765\u53ef\u80fd\u8fdb\u884c\u6536\u8d2d\uff0c\u4f46\u5f3a\u8c03\u5c06\u91c7\u53d6\u8c28\u614e\u7684\u6218\u7565\u6001\u5ea6\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u6536\u5165\u540c\u6bd4\u589e\u957f16.8%\uff0c\u8fbe\u523022.2\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f6,000\u4e07\u7f8e\u5143\u3002\u6bcf\u80a1\u4e8f\u635f\u4e3a0.55\u7f8e\u5143\uff0c\u4e0e\u9884\u671f\u76840.70\u7f8e\u5143\u76c8\u5229\u4e0d\u5177\u6709\u53ef\u6bd4\u6027\u3002\u5728\u6240\u6709\u5730\u533a\u589e\u957f\u7684\u63a8\u52a8\u4e0b\uff0c\u9884\u8ba2\u7684\u591c\u6570\u548c\u4f53\u9a8c\u6570\u540c\u6bd4\u589e\u957f12%\uff0c\u8fbe\u52309,880\u4e07\uff0c\u8fd9\u4e5f\u5bfc\u81f4\u5e73\u5747\u65e5\u8d39\u7387(ADR)\u572823\u5e74\u7b2c\u56db\u5b63\u5ea6\u5c0f\u5e45\u589e\u957f\uff0c\u8fbe\u5230155\u4ebf\u7f8e\u5143\u7684\u603b\u9884\u5b9a\u4ef7\u503c(GBV)\u3002\u5bf9\u4e8e\u7b2c\u4e00\u5b63\u5ea6\uff0c\u8be5\u516c\u53f8\u9884\u8ba1\u6536\u5165\u4e3a20.3\u4ebf\u7f8e\u5143\u81f320.7\u4ebf\u7f8e\u5143\uff0c\u800c\u5e02\u573a\u9884\u671f\u4e3a20.3\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f12%\u81f314%\u300224\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8c03\u6574\u540e\u7684EBITDA\u5229\u6da6\u7387\u76f8\u5bf9\u4e8e23\u5e74\u7b2c\u4e00\u5b63\u5ea6\u6709\u6240\u6269\u5927\uff0c\u4e3b\u8981\u662f\u7531\u4e8e\u8d39\u7528\u7684\u65f6\u95f4\u5b89\u6392\u3002\u5bf9\u4e8e24\u8d22\u5e74\uff0c\u516c\u53f8\u9884\u8ba1\u7b2c\u4e00\u5b63\u5ea6\u548c\u5168\u5e74\u5c06\u7ee7\u7eed\u5b9e\u73b0\u8c03\u6574\u540e\u7684EBITDA\u540d\u4e49\u589e\u957f\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n    <img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-blue-and-white-rectangular-object-with-numbers-6.png\" class=\"wp-image-40583\" alt=\"A blue and white rectangular object with numbers\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-blue-and-white-rectangular-object-with-numbers-6.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-blue-and-white-rectangular-object-with-numbers-6-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1554\" height=\"615\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-on-a-screen-description-automatically-gen-6.png\" alt=\"A graph on a screen\n\nDescription automatically generated\" class=\"wp-image-40584\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-on-a-screen-description-automatically-gen-6.png 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-on-a-screen-description-automatically-gen-6-300x119.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-on-a-screen-description-automatically-gen-6-1024x405.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-on-a-screen-description-automatically-gen-6-768x304.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-on-a-screen-description-automatically-gen-6-1536x608.png 1536w\" sizes=\"(max-width: 1554px) 100vw, 1554px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-40503-_i97spf5o8m4c\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-114.png\" class=\"wp-image-40585\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-114.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-114-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-114-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-40503-_jovpx3ajfm4s\"><\/a><strong>PVH\u96c6\u56e2(PVH US)\uff1a\u4e1c\u5c71\u518d\u8d77<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a137.0\uff0c\u76ee\u6807\u4ef7\uff1a150.0\uff0c\u6b62\u635f\u4ef7\uff1a130.5<\/strong>\n  <\/li><li>\n    PVH\u96c6\u56e2\u662f\u4e00\u5bb6\u670d\u88c5\u548c\u670d\u88c5\u914d\u4ef6\u516c\u53f8\u3002\u8be5\u516c\u53f8\u8bbe\u8ba1\u3001\u5236\u9020\u548c\u9500\u552e\u7537\u58eb\u3001\u5973\u58eb\u548c\u513f\u7ae5\u670d\u88c5\u3001\u978b\u7c7b\u548c\u914d\u4ef6\u3002PVH\u63d0\u4f9b\u670d\u88c5\uff0c\u886c\u886b\uff0c\u8fd0\u52a8\u670d\uff0c\u9886\u5e26\u548c\u978b\u7c7b\u7b49\u4ea7\u54c1\u3002\n  <\/li><li><strong>\u91cd\u632f\u516c\u53f8\u3002<\/strong>\u5728\u7b2c\u4e09\u5b63\u5ea6\uff0cPVH\u7684\u51fa\u8272\u8868\u73b0\u5f97\u76ca\u4e8e\u5176\u6807\u5fd7\u6027\u54c1\u724cCalvin Klein\u548cTommy Hilfiger\u7684\u5b9e\u529b\uff0c\u4ee5\u53caPVH+\u8ba1\u5212\u7684\u4e25\u683c\u6267\u884c\uff0c\u5728\u5145\u6ee1\u6311\u6218\u7684\u5b8f\u89c2\u7ecf\u6d4e\u73af\u5883\u4e2d\u91cd\u632f\u4e86\u516c\u53f8\u3002\u5c3d\u7ba1\u9762\u4e34\u9006\u98ce\uff0c\u7279\u522b\u662f\u5728\u6b27\u6d32\uff0c\u8be5\u516c\u53f8\u5b9e\u73b0\u4e86\u4e0e\u6307\u5bfc\u4e00\u81f4\u7684\u6536\u5165\u589e\u957f\uff0c\u6269\u5927\u4e86\u6bdb\u5229\u7387\uff0c\u8d85\u51fa\u4e86\u5e95\u7ebf\u9884\u671f\u3002\u76f4\u63a5\u9762\u5411\u6d88\u8d39\u8005\u7684\u4e1a\u52a1\u4e5f\u6709\u5f3a\u52b2\u589e\u957f\uff0c\u62b5\u6d88\u4e86\u6279\u53d1\u4e1a\u52a1\u7684\u6311\u6218\uff0c\u5e76\u901a\u8fc7\u63d0\u9ad8\u606f\u7a0e\u524d\u5229\u6da6\u7387\u5728\u63a8\u52a8\u76c8\u5229\u65b9\u9762\u53d6\u5f97\u4e86\u91cd\u5927\u8fdb\u5c55\u3002\u516c\u53f8\u91cd\u7533\u4e86\u5bf9\u957f\u671f\u589e\u957f\u7684\u627f\u8bfa\uff0c\u5f3a\u8c03\u4e86\u5728\u6240\u6709\u5730\u533a\u548c\u6e20\u9053\u6267\u884cPVH+\u8ba1\u5212\u7684\u91cd\u8981\u6027\u3002\u6b64\u5916\uff0c\u51fa\u552e\u4f20\u7edf\u54c1\u724c\u548c\u52a0\u5f3a\u7ba1\u7406\u56e2\u961f\u7b49\u6218\u7565\u4e3e\u63aa\u5f3a\u8c03\u4e86\u516c\u53f8\u5bf9\u6838\u5fc3\u54c1\u724c\u548c\u53ef\u6301\u7eed\u589e\u957f\u7684\u5173\u6ce8\u3002\u5c55\u671b\u672a\u6765\uff0c\u6211\u4eec\u5bf9PVH\u7684\u589e\u957f\u524d\u666f\u4fdd\u6301\u4e50\u89c2\uff0c\u8fd9\u5f97\u76ca\u4e8e\u7b2c\u4e09\u5b63\u5ea6\u7684\u5f3a\u52b2\u8868\u73b0\u4ee5\u53ca\u5176\u589e\u957f\u6218\u7565\u7684\u6301\u7eed\u6267\u884c\u3002\n  <\/li><li><strong>\u6309\u8ba1\u5212\u8fdb\u884c\u3002<\/strong>PVH+\u8ba1\u5212\u8fdb\u5c55\u987a\u5229\uff0c\u6700\u8fd1\u7531Jennie Kim\u3001Kendall Jenner\u548cJungkook\u7b49\u540d\u4eba\u53c2\u4e0e\u7684\u9ad8\u77e5\u540d\u5ea6\u54c1\u724c\u6d3b\u52a8\u5c31\u662f\u660e\u8bc1\u3002Jennie Kim\u548cJungkook\u4e0eCalvin Klein\u7684\u5408\u4f5c\uff0c\u4ee5\u53caKendall Jenner\u5728Tommy Hilfiger\u7684\u6625\u5b63\u6d3b\u52a8\u4e2d\u7684\u51fa\u73b0\uff0c\u7a81\u663e\u4e86PVH\u5bf9\u4ea7\u54c1\u5353\u8d8a\u548c\u6d88\u8d39\u8005\u53c2\u4e0e\u7684\u6218\u7565\u91cd\u70b9\u3002\u8fd9\u4e9b\u5408\u4f5c\u51f8\u663e\u4e86\u8be5\u516c\u53f8\u5bf9\u7ecf\u5178\u7f8e\u5f0f\u98ce\u683c\u73b0\u4ee3\u5316\u7684\u627f\u8bfa\uff0c\u5e76\u5438\u5f15\u4e86\u5168\u7403\u4e0d\u540c\u7684\u53d7\u4f17\uff0c\u4ece\u800c\u63a8\u52a8\u4e86\u5176\u54c1\u724c\u77e5\u540d\u5ea6\u548c\u4ea7\u54c1\u7ec4\u5408\u7684\u589e\u957f\u3002\u6b64\u5916\uff0cTommy Hilfiger\u6700\u8fd1\u4e0e\u5973\u5b50\u8d5b\u8f66\u9526\u6807\u8d5bF1 Academy\u7684\u5408\u4f5c\uff0c\u8fdb\u4e00\u6b65\u5de9\u56fa\u4e86PVH\u516c\u53f8\u81f4\u529b\u4e8e\u4fc3\u8fdb\u591a\u5143\u5316\u548c\u6253\u7834\u4f20\u7edf\u7537\u6027\u4e3b\u5bfc\u9886\u57df\u7684\u969c\u788d\uff0c\u5de9\u56fa\u4e86\u5176\u4f5c\u4e3a\u524d\u77bb\u6027\u884c\u4e1a\u9886\u5bfc\u8005\u7684\u5730\u4f4d\uff0c\u5e76\u8fdb\u4e00\u6b65\u63d0\u5347\u4e86\u54c1\u724c\u5f62\u8c61\u548c\u4e0e\u5168\u7403\u89c2\u4f17\u7684\u4e92\u52a8\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u6536\u76ca\u56de\u987e\u3002<\/strong>\u6536\u5165\u540c\u6bd4\u589e\u957f3.5%\u81f323.63\u4ebf\u7f8e\u5143\uff0c\u4f4e\u4e8e\u9884\u671f5,000\u4e07\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a2.90\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.16\u7f8e\u5143\u3002\u4e0e2022\u5e74\u76f8\u6bd4\uff0c\u9884\u8ba123\u8d22\u5e74\u6536\u5165\u5c06\u589e\u957f\u7ea61%\uff0cGAAP\u6bcf\u80a1\u6536\u76ca\u7ea6\u4e3a9.75\u7f8e\u5143\uff0cNon-GAAP\u6bcf\u80a1\u6536\u76ca\u7ea6\u4e3a10.45\u7f8e\u5143\uff0c\u800c\u5e02\u573a\u9884\u671f\u4e3a10.35\u7f8e\u5143\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-blue-and-white-rectangular-object-with-numbers-7.png\" class=\"wp-image-40586\" alt=\"A blue and white rectangular object with numbers\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-blue-and-white-rectangular-object-with-numbers-7.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-blue-and-white-rectangular-object-with-numbers-7-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1554\" height=\"634\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-on-a-screen-description-automatically-gen-7.png\" alt=\"A graph on a screen\n\nDescription automatically generated\" class=\"wp-image-40587\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-on-a-screen-description-automatically-gen-7.png 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-on-a-screen-description-automatically-gen-7-300x122.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-on-a-screen-description-automatically-gen-7-1024x418.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-on-a-screen-description-automatically-gen-7-768x313.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-on-a-screen-description-automatically-gen-7-1536x627.png 1536w\" sizes=\"(max-width: 1554px) 100vw, 1554px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\">^ Back To Top<\/a> <\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-40503-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-115.png\" class=\"wp-image-40588\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-115.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-115-300x64.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\/03\/word-image-116.png\" alt=\"\" class=\"wp-image-40589\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-116.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-116-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Cut loss on China Aviation Oil (CAO SP) at S$0.90, Seatrium Ltd (STM SP) at S$0.09 and Tesla Inc (TSLA US) at US$190.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"409\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-screenshot-of-a-computer-screen-description-aut-1.png\" alt=\"A screenshot of a computer screen\n\nDescription automatically generated\" class=\"wp-image-40590\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-screenshot-of-a-computer-screen-description-aut-1.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-screenshot-of-a-computer-screen-description-aut-1-300x130.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-screenshot-of-a-computer-screen-description-aut-1-768x333.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","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. Stock market today: Nasdaq leads stock slide, bitcoin tumbles after new record 2. U.S. Treasury yields fall as ISM data shows cooling inflationary pressures 3. US factory orders fall more than expected in January 4. Dollar steady ahead of Powell testimony, bitcoin [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":38071,"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-40503","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\/2.png?wsr",652,385,false],"thumbnail":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/2-150x150.png?wsr",150,150,true],"medium":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/2-300x177.png?wsr",300,177,true],"medium_large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/2.png?wsr",652,385,false],"large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/2.png?wsr",652,385,false],"1536x1536":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/2.png?wsr",652,385,false],"2048x2048":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/2.png?wsr",652,385,false]},"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. Stock market today: Nasdaq leads stock slide, bitcoin tumbles after new record 2. U.S. Treasury yields fall as ISM data shows cooling inflationary pressures 3. US factory orders fall more than expected in January 4. Dollar steady ahead of Powell testimony, bitcoin&hellip;","_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/40503","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/comments?post=40503"}],"version-history":[{"count":6,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/40503\/revisions"}],"predecessor-version":[{"id":40606,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/40503\/revisions\/40606"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media\/38071"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media?parent=40503"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/categories?post=40503"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/tags?post=40503"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}