{"id":41378,"date":"2024-03-25T07:06:00","date_gmt":"2024-03-24T23:06:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=41378"},"modified":"2024-03-24T23:55:00","modified_gmt":"2024-03-24T15:55:00","slug":"kgi-daily-trading-ideas-25-mar-2024-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-25-mar-2024-zh\/","title":{"rendered":"2024\u5e7403\u670825\u65e5:\u60a6\u6995\u63a7\u80a1 (BTH SP), \u7279\u6b65\u56fd\u9645\u63a7\u80a1(1368 HK),\u9ad8\u76db\u96c6\u56e2 (GS 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-41378-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1595\" height=\"579\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-screen-shot-of-a-graph-description-automaticall-24.png\" alt=\"A screen shot of a graph\n\nDescription automatically generated\" class=\"wp-image-41448\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-screen-shot-of-a-graph-description-automaticall-24.png 1595w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-screen-shot-of-a-graph-description-automaticall-24-300x109.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-screen-shot-of-a-graph-description-automaticall-24-1024x372.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-screen-shot-of-a-graph-description-automaticall-24-768x279.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-screen-shot-of-a-graph-description-automaticall-24-1536x558.png 1536w\" sizes=\"(max-width: 1595px) 100vw, 1595px\" \/><\/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.cnbc.com\/2024\/03\/21\/stock-market-today-live-updates.html\">Dow closes 300 points lower Friday, but notches best week since December: Live updates<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.reuters.com\/markets\/us\/wall-st-week-ahead-broadening-us-market-rally-gets-boost-dovish-fed-2024-03-22\/\">Broadening US market rally gets boost from dovish Fed<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.businesstimes.com.sg\/companies-markets\/us-nasdaq-edges-record-while-dow-pulls-back\">US: Nasdaq edges to record while Dow pulls back<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/finance.yahoo.com\/news\/bitcoin-halving-spurs-exodus-old-133000511.html\">Bitcoin \u2018halving\u2019 spurs exodus of old US mining computers abroad<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.straitstimes.com\/world\/united-states\/us-house-passes-162-trillion-spending-bill-sends-to-senate\">US House passes $1.62 trillion spending Bill, sends it to Senate<\/a>\n<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-342.png\" alt=\"\" class=\"wp-image-41449\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-342.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-342-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-41378-_qqv3rtx8nazp\"><\/a><a id=\"post-41378-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1591\" height=\"580\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-screen-shot-of-a-chart-description-automaticall-10.png\" alt=\"A screen shot of a chart\n\nDescription automatically generated\" class=\"wp-image-41450\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-screen-shot-of-a-chart-description-automaticall-10.png 1591w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-screen-shot-of-a-chart-description-automaticall-10-300x109.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-screen-shot-of-a-chart-description-automaticall-10-1024x373.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-screen-shot-of-a-chart-description-automaticall-10-768x280.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-screen-shot-of-a-chart-description-automaticall-10-1536x560.png 1536w\" sizes=\"(max-width: 1591px) 100vw, 1591px\" \/><\/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\/markets\/currencies\/china-yuan-drops-four-month-low-state-banks-step-2024-03-22\/\">China yuan falls to four-month low, state banks step in<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2024-03-22\/china-scrutinizes-pwc-role-in-78-billion-evergrande-fraud-case?embedded-checkout=true\">China Scrutinizes PwC Role in $78 Billion Evergrande Fraud Case<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.scmp.com\/tech\/big-tech\/article\/3256321\/chinese-chip-maker-smic-potentially-broke-us-law-make-huaweis-7-nm-smartphone-processor-lawmaker\">Chinese chip maker SMIC \u2018potentially\u2019 broke US law to make Huawei\u2019s 7-nm smartphone processor, lawmaker says<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.businesstimes.com.sg\/companies-markets\/banking-finance\/china-boosts-supervision-fund-firms-launches-inspections-newspaper-reports\">China boosts supervision of fund firms, launches inspections, newspaper reports<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.scmp.com\/news\/china\/politics\/article\/3256257\/chinas-top-anti-corruption-watchdog-slams-county-level-inspectors-not-being-strict-enough-close\">China\u2019s top anti-corruption watchdog slams county-level inspectors for not being strict enough in close circles<\/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-343.png\" alt=\"\" class=\"wp-image-41451\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-343.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-343-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  <a id=\"post-41378-_7c2gwybbbr90\"><\/a>\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-41378-_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-344.png\" class=\"wp-image-41452\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-344.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-344-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u60a6\u6995\u63a7\u80a1 (BTH SP)\uff1a\u5229\u6da6\u7ffb\u500d<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.365\uff0c\u76ee\u6807\u4ef7\uff1a0.390\uff0c\u6b62\u635f\u4ef7\uff1a0.350<\/strong>   <\/li><li>     \u60a6\u6995\u63a7\u80a1\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u5176\u5b50\u516c\u53f8\u62e5\u6709\u548c\u7ba1\u7406\u9152\u5e97\u96c6\u56e2\u3002\u8be5\u516c\u53f8\u4e13\u6ce8\u4e8e\u9152\u5e97\uff0c\u5ea6\u5047\u6751\uff0c\u6c34\u7597\u4e2d\u5fc3\uff0c\u753b\u5eca\uff0c\u9ad8\u5c14\u592b\u7403\u573a\u548c\u4f4f\u5b85\uff0c\u4ee5\u53ca\u63d0\u4f9b\u6295\u8d44\uff0c\u8bbe\u8ba1\uff0c\u65bd\u5de5\u548c\u9879\u76ee\u7ba1\u7406\u670d\u52a1\u3002\u60a6\u6995\u63a7\u80a1\u670d\u52a1\u4e8e\u5168\u7403\u5ba2\u6237\u3002   <\/li><li><strong>\u5408\u8d44\u4f01\u4e1a\u7684\u6210\u529f\u3002<\/strong>\u4f4d\u4e8e\u8003\u827e\u56fd\u5bb6\u516c\u56ed(Khao Yai National Park)\u9644\u8fd1\u7684\u9996\u6279\u8c6a\u534e\u54c1\u724c\u4f4f\u5b85\u60a6\u6995\u5c71\u5e84(Banyan Tree Residences Creston Hill)\u7684\u9884\u552e\u9636\u6bb5\u53d6\u5f97\u4e86\u6210\u529f\uff0c\u4ef7\u503c170\u4ebf\u6cf0\u94e2\u3002\u8be5\u9879\u76ee\u7531\u60a6\u6995\u4e0eCreston Holding Ltd.\u5408\u4f5c\u7ba1\u7406\uff0c\u53cd\u6620\u4e86\u6cf0\u56fd\u5bf9\u9ad8\u6863\u4f4f\u5b85\u65e5\u76ca\u589e\u957f\u7684\u9700\u6c42\u3002\u968f\u7740\u9884\u552e\u8d85\u8fc710\u4ebf\u6cf0\u94e2\uff0c\u5176\u8463\u4e8b\u603b\u7ecf\u7406\u9884\u8ba1\uff0c\u968f\u7740\u8bbe\u5907\u9f50\u5168\u7684\u5c55\u793a\u5355\u5143\u7684\u63ed\u5e55\uff0c\u4eba\u4eec\u7684\u5174\u8da3\u5c06\u4f1a\u589e\u52a0\u3002\u8be5\u9879\u76ee\u8fce\u5408\u4e86\u65e5\u76ca\u589e\u957f\u7684\u81ea\u7136\u5962\u534e\u751f\u6d3b\u8d8b\u52bf\uff0c\u5438\u5f15\u4e86\u5e38\u4f4f\u5c45\u6c11\u548c\u5ea6\u5047\u8005\u3002\u8be5\u6218\u7565\u4f4d\u7f6e\u9760\u8fd1\u5373\u5c06\u5230\u6765\u76846\u53f7\u9ad8\u901f\u516c\u8def\uff0c\u63d0\u9ad8\u4e86\u53ef\u8fbe\u6027\u3002\u8be5\u5f00\u53d1\u9879\u76ee\u63d0\u4f9b21\u680b\u6cf3\u6c60\u522b\u5885\u548c16\u680b\u516c\u5bd3\u5efa\u7b51\uff0c\u8bbe\u8ba1\u4e0e\u5b81\u9759\u7684\u666f\u89c2\u65e0\u7f1d\u878d\u5408\u3002\u672a\u6765\u7684\u9636\u6bb5\u5c06\u5f15\u5165\u66f4\u591a\u7684\u522b\u5885\u548c\u516c\u5bd3\u3002\u4e70\u5bb6\u53ef\u4eab\u53d7\u60a6\u6995\u7684\u72ec\u5bb6\u4e1a\u4e3b\u8ba1\u5212\u201cThe Sanctuary Club\u201d\uff0c\u4eab\u6709\u5168\u7403\u7269\u4e1a\u7684\u7279\u6743\u3002Khao Yai\u8ddd\u79bb\u66fc\u8c37\u4ec5200\u516c\u91cc\uff0c\u63d0\u4f9b\u591a\u6837\u5316\u7684\u6d3b\u52a8\uff0c\u4f7f\u514b\u96f7\u65af\u987f\u5c71\u4e00\u4e2a\u7406\u60f3\u7684\u7b2c\u4e8c\u4e2a\u5bb6\u3002\u73b0\u573a\u9500\u552e\u5eca\u5728\u9884\u552e\u671f\u95f4\u63d0\u4f9b\u72ec\u5bb6\u4fc3\u9500\u6d3b\u52a8\uff0c\u6b22\u8fce\u6f5c\u5728\u4e70\u5bb6\u3002   <\/li><li><strong>30\u5468\u5e74\u65b0\u54c1\u53d1\u5e03\u3002<\/strong>\u60a6\u6995\u5ba3\u5e03\u5c06\u670919\u5bb6\u65b0\u9152\u5e97\u5f00\u4e1a\u3002\u5728\u65b0\u7684\u4f01\u4e1a\u54c1\u724c\u201c\u60a6\u6995\u96c6\u56e2\u201d(Banyan Group)\u7684\u65d7\u4e0b\uff0c\u8be5\u516c\u53f8\u5728\u5962\u4f88\u54c1\u4ea7\u54c1\u4e4b\u5916\u6269\u5c55\u4e86Angsana\u3001Cassia\u548cDhawa\u7b49\u54c1\u724c\u3002\u65b0\u7684\u76ee\u7684\u5730\u5305\u62ec\u65e5\u672c\u3001\u6c99\u7279\u963f\u62c9\u4f2f\u3001\u8d8a\u5357\u548c\u97e9\u56fd\u3002\u53ef\u6301\u7eed\u53d1\u5c55\u627f\u8bfa\u5305\u62ec\u4e0e\u8054\u5408\u56fd\u76ee\u6807\u4e00\u81f4\u76842030\u5e74\u53ef\u6301\u7eed\u53d1\u5c55\u8def\u7ebf\u56fe\u3002\u666e\u5409\u5c9b\u7684\u62c9\u53e4\u7eb3\u6e56\u627f\u8bfa\u6c89\u6d78\u5f0f\u751f\u6d3b\u4e0e\u81ea\u7136\u878d\u5408\u53d1\u5c55\u3002\u65b0\u63a8\u51fa\u7684\u9879\u76ee\u5305\u62ec\u63d0\u4f9b\u6574\u4f53\u4f53\u9a8c\u7684\u6570\u5b57\u4f34\u4fa3Beyond\uff0c\u4ee5\u53ca\u4f53\u9a8c\u4f1a\u5458\u8ba1\u5212withBanyan\u3002   <\/li><li><strong>23\u8d22\u5e74\u8d22\u52a1\u4e1a\u7ee9\u56de\u987e\u3002<\/strong> 23\u8d22\u5e74\u6536\u5165\u4e0b\u964d21%\uff0c\u81f33.279\u4ebf\u65b0\u5143\u3002\u51c0\u5229\u6da6\u5927\u5e45\u589e\u957f\u81f33,170\u4e07\u65b0\u5143\uff0c\u800c22\u8d22\u5e74\u4e3a76.7\u4e07\u65b0\u5143\u3002\u8be5\u516c\u53f823\u8d22\u5e74\u8425\u4e1a\u5229\u6da6\u589e\u957f\u903e\u4e00\u500d\uff0c\u81f39,010\u4e07\u65b0\u5143\u3002\u8be5\u516c\u53f8\u5ba3\u5e03\u572823\u8d22\u5e74\u6d3e\u53d10.012\u65b0\u5143\u7684\u672b\u671f\u80a1\u606f\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=\"777\" height=\"166\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-139.png\" alt=\"\" class=\"wp-image-41469\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-139.png 777w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-139-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-139-768x164.png 768w\" sizes=\"(max-width: 777px) 100vw, 777px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1136\" height=\"576\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-345.png\" alt=\"\" class=\"wp-image-41453\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-345.png 1136w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-345-300x152.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-345-1024x519.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-345-768x389.png 768w\" sizes=\"(max-width: 1136px) 100vw, 1136px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center 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-16.png\" class=\"wp-image-41454\" 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-16.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-long-line-of-a-white-background-description-aut-16-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/> <\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u5e03\u7c73\u8fbe\u9a6c\u519c\u4e1a (BAL SP)\uff1a\u68d5\u6988\u6cb9\u5728\u53cd\u5f39<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.67\uff0c\u76ee\u6807\u4ef7\uff1a0.71\uff0c\u6b62\u635f\u4ef7\uff1a0.65<\/strong>   <\/li><li>     \u516c\u53f8\u662f\u4e00\u5bb6\u5370\u5c3c\u7684\u7c97\u68d5\u6988\u6cb9\u548c\u68d5\u6988\u4ec1\u751f\u4ea7\u5546\uff0c\u5728\u5370\u5ea6\u5c3c\u897f\u4e9a\u7684\u4e09\u4e2a\u7701\u4efd\uff0c\u52a0\u91cc\u66fc\u4e39\u4e2d\u90e8\u3001\u897f\u52a0\u91cc\u66fc\u4e39\u548c\u5ed6\u5185\uff0c\u62e5\u6709\u6cb9\u68d5\u79cd\u690d\u56ed\u548c\u5de5\u5382\u3002\u5176\u4e3b\u8981\u7ecf\u8425\u6d3b\u52a8\u662f\u79cd\u690d\u548c\u6536\u83b7\u6cb9\u68d5\u6811\uff0c\u4ece\u5176\u6cb9\u68d5\u79cd\u690d\u56ed\u3001\u539f\u6d46\u79cd\u690d\u56ed\u548c\u7b2c\u4e09\u65b9\u52a0\u5de5\u5382\u5c06\u65b0\u9c9c\u7684\u68d5\u6988\u679c\u5b9e\u5236\u4f5c\u6210\u7c97\u68d5\u6988\u6cb9\u548c\u68d5\u6988\u4ec1\uff0c\u5e76\u540c\u65f6\u9500\u552e\u7c97\u68d5\u6988\u6cb9\u548c\u68d5\u6988\u4ec1\u3002   <\/li><li><strong>\u68d5\u6988\u6cb9\u4ef7\u683c\u4e0a\u6da8\u3002<\/strong>\u9a6c\u6765\u897f\u4e9a\u68d5\u6988\u6cb9\u671f\u8d27\u4ef7\u683c\u6700\u8fd1\u5347\u81f352\u5468\u9ad8\u70b9\uff0c\u4ece1\u6708\u4ee5\u6765\u7684\u7ea63,700\u4ee4\u5409\/\u5428\u5347\u81f3\u76ee\u524d\u7684\u7ea64,250\u4ee4\u5409\/\u5428\uff0c\u53d7\u5f53\u524d\u4f4e\u5e93\u5b58\u63a8\u52a8\uff0c\u5bfc\u81f4\u68d5\u6988\u6cb9\u4ef7\u683c\u5c0f\u5e45\u4e0a\u6da8\u3002\u9a6c\u6765\u897f\u4e9a2\u6708\u4efd\u68d5\u6988\u6cb9\u5e93\u5b58\u4ece1\u6708\u4efd\u7684200\u4e07\u5428\u964d\u81f3\u7565\u9ad8\u4e8e190\u4e07\u5428\u3002\u68d5\u6988\u6cb9\u7684\u9700\u6c42\u4e5f\u4fdd\u6301\u5f3a\u52b2\uff0c\u5c24\u5176\u662f\u6700\u5927\u7684\u8fdb\u53e3\u56fd\u5370\u5ea6\uff0c\u8be5\u56fd\u6076\u52a3\u7684\u5929\u6c14\u5bfc\u81f4\u98df\u7528\u6cb9\u8fdb\u53e3\u589e\u52a0\u3002   <\/li><li><strong>\u5728\u4ea7\u91cf\u505c\u6ede\u7684\u60c5\u51b5\u4e0b\uff0c\u9884\u8ba1\u68d5\u6988\u6cb9\u9700\u6c42\u5f3a\u52b2\u3002<\/strong>\u9a6c\u6765\u897f\u4e9a\u79cd\u690d\u56ed\u548c\u5546\u54c1\u90e8\u957f\u8868\u793a\uff0c2024\u5e74\u68d5\u6988\u6cb9\u5e02\u573a\u7684\u524d\u666f\u4f3c\u4e4e\u5f88\u4e50\u89c2\u3002\u9884\u8ba1\u6765\u81ea\u5370\u5ea6\u3001\u4e2d\u56fd\u548c\u6b27\u76df\u7b49\u4e3b\u8981\u51fa\u53e3\u76ee\u7684\u5730\u7684\u5f3a\u52b2\u9700\u6c42\u3002\u7136\u800c\uff0c\u9884\u6d4b\u8868\u660e\uff0c\u4e0e\u524d\u4e00\u5e74\u76f8\u6bd4\uff0c\u5370\u5ea6\u5c3c\u897f\u4e9a\u7684\u7c97\u68d5\u6988\u6cb9(CPO)\u4ea7\u91cf\u53ef\u80fd\u57282024\u5e74\u57fa\u672c\u4fdd\u6301\u4e0d\u53d8\uff0c\u4e3a4900\u4e07\u5428\u3002\u8fd9\u79cd\u7a33\u5b9a\u6027\u5f52\u56e0\u4e8e\u6076\u52a3\u7684\u5929\u6c14\u6761\u4ef6\u548c\u91cd\u65b0\u79cd\u690d\u6d3b\u52a8\u7684\u901f\u5ea6\u8f83\u6162\u7b49\u56e0\u7d20\u3002\u56e0\u6b64\uff0c\u9884\u8ba1\u68d5\u6988\u6cb9\u4f9b\u5e94\u57282024\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4ecd\u5c06\u53d7\u5230\u9650\u5236\uff0c\u4e3b\u8981\u539f\u56e0\u662f\u5b63\u8282\u6027\u751f\u4ea7\u6c34\u5e73\u4e0b\u964d\u4ee5\u53ca\u8fd1\u671f\u6076\u52a3\u5929\u6c14\u963b\u788d\u4e86\u6536\u83b7\u4f5c\u4e1a\u3002   <\/li><li><strong>23\u8d22\u5e74\u8d22\u52a1\u4e1a\u7ee9\u56de\u987e\u3002<\/strong> 23\u8d22\u5e74\u6536\u5165\u4e0b\u964d2.4%\u81f315,442\u4ebf\u5370\u5c3c\u76fe\uff0c\u800c22\u8d22\u5e74\u4e3a15,829\u4ebf\u5370\u5c3c\u76fe\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u4e0b\u964d13.8%\u81f32,931\u4ebf\u5370\u5c3c\u76fe\uff0c\u800c22\u8d22\u5e74\u4e3a3,398\u4ebf\u5370\u5c3c\u76fe\u3002\u57fa\u672c\u6bcf\u80a1\u51c0\u5229\u6da6\u4ece22\u8d22\u5e74\u76841,618\u5370\u5c3c\u76fe\u964d\u81f323\u8d22\u5e74\u76841,412\u5370\u5c3c\u76fe\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=\"777\" height=\"166\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-140.png\" alt=\"\" class=\"wp-image-41470\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-140.png 777w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-140-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-140-768x164.png 768w\" sizes=\"(max-width: 777px) 100vw, 777px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1009\" height=\"655\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-with-red-and-green-lines-description-auto-16.png\" alt=\"A graph with red and green lines\n\nDescription automatically generated\" class=\"wp-image-41455\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-with-red-and-green-lines-description-auto-16.png 1009w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-with-red-and-green-lines-description-auto-16-300x195.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-with-red-and-green-lines-description-auto-16-768x499.png 768w\" sizes=\"(max-width: 1009px) 100vw, 1009px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center 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-346.png\" class=\"wp-image-41456\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-346.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-346-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-41378-_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-347.png\" class=\"wp-image-41457\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-347.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-347-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><a id=\"post-41378-_34eo5yf8y7pj\"><\/a><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u7279\u6b65\u56fd\u9645\u63a7\u80a1(1368 HK)\uff1a\u9a6c\u62c9\u677e\u5b63\u8282<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a4.80\uff0c\u76ee\u6807\u4ef7\uff1a5.20\uff0c\u6b62\u635f\u4ef7\uff1a4.60<\/strong>   <\/li><li>     \u7279\u6b65\u56fd\u9645\u63a7\u80a1\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u4f53\u80b2\u7528\u54c1\uff08\u5305\u62ec\u978b\u5c65\u3001\u670d\u88c5\u548c\u914d\u9970\uff09\u7684\u8bbe\u8ba1\u3001\u7814\u53d1\u3001\u5236\u9020\u3001\u9500\u552e\u3001\u8425\u9500\u53ca\u54c1\u724c\u7ba1\u7406\u4e1a\u52a1\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u4e09\u4e2a\u90e8\u95e8\u5f00\u5c55\u4e1a\u52a1\u3002\u5927\u4f17\u8fd0\u52a8\u90e8\u95e8\u4ee3\u8868\u54c1\u724c\u4e3a\u201d\u7279\u6b65\u201d\u3002\u65f6\u5c1a\u8fd0\u52a8\u90e8\u95e8\u4ee3\u8868\u54c1\u724c\u4e3a\u201c\u76d6\u4e16\u5a01\u201d\u53ca\u201c\u5e15\u62c9\u4e01\u201d\u3002\u4e13\u4e1a\u8fd0\u52a8\u90e8\u95e8\u4ee3\u8868\u54c1\u724c\u4e3a\u201c\u7d22\u5eb7\u5c3c\u201d\u53ca\u201c\u8fc8\u4e50\u201d\u3002\u8be5\u516c\u53f8\u7684\u4ea7\u54c1\u9500\u5f80\u4e2d\u56fd\u56fd\u5185\u53ca\u6d77\u5916\u5e02\u573a\u3002   <\/li><li><strong>\u9a6c\u62c9\u677e\u8d5b\u5b63\u3002<\/strong>\u968f\u7740\u6625\u5929\u7684\u5230\u6765\uff0c\u4e2d\u56fd\u6b63\u5728\u4e3a\u9a6c\u62c9\u677e\u8d5b\u5b63\u505a\u51c6\u5907\uff0c\u8fd9\u6807\u5fd7\u7740\u968f\u7740\u4e2d\u56fd\u5b8c\u5168\u6446\u8131COVID-19\u5927\u6d41\u884c\uff0c\u6237\u5916\u6d3b\u52a8\u5927\u5e45\u590d\u82cf\u3002\u5728\u63a5\u4e0b\u6765\u7684\u4e24\u4e2a\u6708\u91cc\uff0c\u5168\u56fd\u5404\u5730\u5c06\u4e3e\u884c\u591a\u573a\u9a6c\u62c9\u677e\u6bd4\u8d5b\uff0c\u5305\u62ec2024\u5e743\u6708\u5e95\u7684\u6210\u90fd\u718a\u732b\u9a6c\u62c9\u677e\u30012024\u5e744\u6708\u7684\u5317\u4eac\u534a\u7a0b\u9a6c\u62c9\u677e\u548c5\u6708\u7684\u4e2d\u56fd\u957f\u57ce\u9a6c\u62c9\u677e\u7b49\u3002\u5317\u4eac\u534a\u7a0b\u9a6c\u62c9\u677e\u5df2\u7ecf\u5f15\u8d77\u4e86\u5de8\u5927\u7684\u5174\u8da3\uff0c\u6765\u81ea42\u4e2a\u56fd\u5bb6\u548c\u5730\u533a\u768497988\u540d\u53c2\u8d5b\u8005\u6253\u7834\u4e86\u7eaa\u5f55\u3002\u4e2d\u56fd\u7684\u8bb8\u591a\u9a6c\u62c9\u677e\u7231\u597d\u8005\u9884\u8ba1\u5c06\u6295\u8d44\u8d2d\u4e70\u65b0\u7684\u8dd1\u6b65\u6216\u8bad\u7ec3\u978b\uff0c\u4e3a\u8fd9\u4e9b\u6bd4\u8d5b\u505a\u51c6\u5907\u3002\u4f5c\u4e3a\u8fd0\u52a8\u670d\u88c5\u884c\u4e1a\u7684\u4e3b\u8981\u53c2\u4e0e\u8005\uff0c\u7279\u6b65\u56fd\u9645\u5df2\u51c6\u5907\u597d\u5229\u7528\u5373\u5c06\u5230\u6765\u7684\u9a6c\u62c9\u677e\u8d5b\u5b63\u6240\u5e26\u6765\u7684\u673a\u4f1a\u3002   <\/li><li><strong>\u5c3d\u7ba1\u7ecf\u6d4e\u75b2\u8f6f\uff0c\u4f46\u76c8\u5229\u5f3a\u52b2\u3002<\/strong>\u7279\u6b65\u56fd\u9645\u6700\u8fd1\u516c\u5e03\u4e86\u5176\u8d22\u62a5\uff0c\u663e\u793a\u5176\u5728\u4e2d\u56fd\u7684\u6536\u5165\u540c\u6bd4\u589e\u957f10.9%\uff0c\u51c0\u5229\u6da6\u589e\u957f11.8%\u3002\u8fd9\u4e9b\u5f3a\u52b2\u7684\u8d22\u52a1\u4e1a\u7ee9\u53cd\u6620\u4e86\u516c\u53f8\u7a33\u5065\u7684\u5546\u4e1a\u6a21\u5f0f\u548c\u6210\u529f\u7684\u54c1\u724c\u91cd\u5851\u52aa\u529b\uff0c\u5305\u62ecK-Swiss\u548cPalladium\u3002\u5c3d\u7ba1\u7ecf\u6d4e\u5f62\u52bf\u4e25\u5cfb\uff0c\u6d88\u8d39\u8005\u652f\u51fa\u75b2\u8f6f\uff0c\u7279\u6b65\u5728\u4e2d\u56fd\u53d6\u5f97\u4e86\u4ee4\u4eba\u5370\u8c61\u6df1\u523b\u7684\u9500\u552e\u6570\u636e\u3002\u8fd9\u4e0e\u8010\u514b(Nike)\u7b49\u5176\u4ed6\u4e3b\u8981\u8fd0\u52a8\u54c1\u724c\u5f62\u6210\u4e86\u9c9c\u660e\u5bf9\u6bd4\u3002\u8010\u514b\u6700\u8fd1\u516c\u5e03\u7684\u5728\u534e\u9500\u552e\u589e\u957f\u8f83\u6162\uff0c\u7ea6\u4e3a5%\u3002   <\/li><li><strong>\u4e2d\u56fd\u4f53\u80b2\u4ea7\u4e1a\u6709\u671b\u590d\u82cf\u3002<\/strong>\u6700\u8fd1\uff0c\u4e2d\u56fd\u6700\u9ad8\u4f53\u80b2\u5b98\u5458\u5f3a\u8c03\u4e86\u6253\u51fb\u8150\u8d25\u548c\u975e\u6cd5\u8d4c\u535a\u7684\u6301\u7eed\u52aa\u529b\uff0c\u65e8\u5728\u632f\u5174\u4f53\u80b2\u4ea7\u4e1a\u3002\u6b64\u5916\uff0c\u4e2d\u56fd\u5f53\u5c40\u6b63\u5728\u52aa\u529b\u5c06\u4e2d\u56fd\u5b9a\u4f4d\u4e3a2035\u5e74\u7684\u7efc\u5408\u4f53\u80b2\u5f3a\u56fd\uff0c\u8ba1\u5212\u4e3e\u529e2025\u5e74\u4e9a\u6d32\u51ac\u5b63\u8fd0\u52a8\u4f1a\u30012027\u5e74\u4e16\u754c\u7530\u5f84\u9526\u6807\u8d5b\u548c2029\u5e74\u4e16\u754c\u6e38\u6cf3\u9526\u6807\u8d5b\u7b49\u5927\u578b\u56fd\u9645\u6bd4\u8d5b\u3002\u5728\u8fc7\u53bb\u7684\u4e00\u5e74\u91cc\uff0c\u4e2d\u56fd\u4f53\u80b2\u884c\u4e1a\u7ecf\u5386\u4e86\u6301\u7eed\u800c\u5f3a\u52b2\u7684\u53d1\u5c55\uff0c\u4ee5\u5168\u6c11\u5065\u8eab\u65e5\u548c\u51b0\u96ea\u8fd0\u52a8\u7b49\u5404\u79cd\u7fa4\u4f17\u53c2\u4e0e\u6d3b\u52a8\u4e3a\u6807\u5fd7\u3002\u4f53\u80b2\u57fa\u7840\u8bbe\u65bd\u5efa\u8bbe\u53d6\u5f97\u91cd\u5927\u8fdb\u5c55\uff0c2023\u5e74\u4eba\u5747\u4f53\u80b2\u573a\u9986\u9762\u79ef\u8fbe\u52302.89\u5e73\u65b9\u7c73\uff0c\u6bd42019\u5e74\u589e\u957f107%\u3002   <\/li><li><strong>23\u8d22\u5e74\u4e1a\u7ee9<\/strong>\u3002\u603b\u8425\u6536\u540c\u6bd4\u589e\u957f10.9%\u81f3143.5\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c22\u8d22\u5e74\u4e3a129.3\u4ebf\u5143\u4eba\u6c11\u5e01\u300223\u8d22\u5e74\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f11.75%\u81f310.3\u4ebf\u5143\uff0c\u800c22\u8d22\u5e74\u4e3a9.217\u4ebf\u5143\u300223\u8d22\u5e74\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4e3a40.76\u5143\u4eba\u6c11\u5e01\uff0c\u800c22\u8d22\u5e74\u4e3a36.61\u5143\u4eba\u6c11\u5e01\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=\"777\" height=\"166\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-141.png\" alt=\"\" class=\"wp-image-41471\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-141.png 777w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-141-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-141-768x164.png 768w\" sizes=\"(max-width: 777px) 100vw, 777px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1136\" height=\"576\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-348.png\" alt=\"\" class=\"wp-image-41458\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-348.png 1136w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-348-300x152.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-348-1024x519.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-348-768x389.png 768w\" sizes=\"(max-width: 1136px) 100vw, 1136px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center 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-349.png\" class=\"wp-image-41459\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-349.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-349-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u4e2d\u56fd\u94dd\u4e1a(2600 HK)\uff1a\u94dd\u4ef7\u53cd\u5f39<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a4.65\uff0c\u76ee\u6807\u4ef7\uff1a5.05\uff0c\u6b62\u635f\u4ef7\uff1a4.45<\/strong>\n  <\/li><li>\n    \u4e2d\u56fd\u94dd\u4e1a\u80a1\u4efd\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u6c27\u5316\u94dd\u3001\u539f\u94dd\u548c\u94dd\u5408\u91d1\u4ea7\u54c1\u7684\u751f\u4ea7\u548c\u9500\u552e\u4e1a\u52a1\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u4e94\u4e2a\u90e8\u95e8\u5f00\u5c55\u4e1a\u52a1\u3002\u6c27\u5316\u94dd\u90e8\u95e8\u4ece\u4e8b\u6c27\u5316\u94dd\u3001\u7cbe\u7ec6\u6c27\u5316\u94dd\u53ca\u94dd\u77ff\u77f3\u7684\u751f\u4ea7\u548c\u9500\u552e\u4e1a\u52a1\u3002\u539f\u94dd\u90e8\u95e8\u4ece\u4e8b\u539f\u94dd\u3001\u78b3\u7d20\u4ea7\u54c1\u3001\u94dd\u5408\u91d1\u53ca\u5176\u4ed6\u7535\u89e3\u94dd\u4ea7\u54c1\u7684\u751f\u4ea7\u548c\u9500\u552e\u4e1a\u52a1\u3002\u80fd\u6e90\u90e8\u95e8\u4e3b\u8981\u4ece\u4e8b\u7164\u70ad\u5f00\u91c7\u3001\u706b\u529b\u53d1\u7535\u3001\u98ce\u529b\u53d1\u7535\u3001\u5149\u4f0f\u53d1\u7535\u53ca\u65b0\u80fd\u6e90\u88c5\u5907\u5236\u9020\u7b49\u3002\u8d38\u6613\u90e8\u95e8\u4e3b\u8981\u63d0\u4f9b\u6c27\u5316\u94dd\u3001\u539f\u94dd\u3001\u94dd\u52a0\u5de5\u4ea7\u54c1\u53ca\u5176\u4ed6\u6709\u8272\u91d1\u5c5e\u4ea7\u54c1\u548c\u7164\u70ad\u7b49\u539f\u6750\u6599\u3001\u8f85\u6750\u8d38\u6613\u53ca\u7269\u6d41\u670d\u52a1\u3002\u603b\u90e8\u53ca\u5176\u4ed6\u8425\u8fd0\u90e8\u95e8\u4ece\u4e8b\u5176\u4ed6\u6709\u5173\u94dd\u4e1a\u52a1\u7684\u7814\u7a76\u5f00\u53d1\u53ca\u5176\u4ed6\u6d3b\u52a8\u3002\n  <\/li><li><strong>\u94dd\u4ef7\u53cd\u5f39\u3002<\/strong>\u94dd\u4ef7\u5df2\u98d9\u5347\u81f3\u4e09\u4e2a\u6708\u6765\u7684\u6700\u9ad8\u6c34\u5e73\uff0c\u4ece2\u6708\u5e95\u7684\u6bcf\u5428\u7ea62,200\u7f8e\u5143\u6500\u5347\u81f3\u76ee\u524d\u7684\u6bcf\u54282,300\u7f8e\u5143\u3002\u8fd9\u79cd\u4e0a\u5347\u5f52\u56e0\u4e8e\u4e2d\u56fd\u7ecf\u6d4e\u523a\u6fc0\u63aa\u65bd\u7684\u65b0\u8ff9\u8c61\uff0c\u7279\u522b\u662f\u9488\u5bf9\u523a\u6fc0\u9700\u6c42\u7684\u63aa\u65bd\u3002\u5c3d\u7ba1\u4eba\u4eec\u5bf9\u4e2d\u56fd\u5e93\u5b58\u6c34\u5e73\u4e0d\u65ad\u4e0a\u5347\u611f\u5230\u62c5\u5fe7\uff0c\u4f46\u4e00\u4e9b\u4eba\u8ba4\u4e3a\uff0c\u968f\u7740\u4e2d\u56fd\u4e3a\u4eca\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u6d88\u8d39\u589e\u52a0\u505a\u597d\u51c6\u5907\uff0c\u8fd9\u53ef\u80fd\u662f\u4e00\u79cd\u5b63\u8282\u6027\u8d8b\u52bf\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">  <strong> \u94dd\u73b0\u8d27\u4ef7\u683c(\u4eba\u6c11\u5e01\/\u5428) <\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1051\" height=\"668\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-showing-a-graph-description-automatically-2.png\" alt=\"A graph showing a graph\n\nDescription automatically generated\" class=\"wp-image-41460\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-showing-a-graph-description-automatically-2.png 1051w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-showing-a-graph-description-automatically-2-300x191.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-showing-a-graph-description-automatically-2-1024x651.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-showing-a-graph-description-automatically-2-768x488.png 768w\" sizes=\"(max-width: 1051px) 100vw, 1051px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u521b\u7eaa\u5f55\u94dd\u751f\u4ea7\u6d3b\u52a8\u3002<\/strong>2024\u5e741\u6708\u81f32\u6708\uff0c\u4e2d\u56fd\u5de5\u4e1a\u6d3b\u52a8\u540c\u6bd4\u589e\u957f7%\uff0c\u8d85\u8fc7\u4e86\u5e02\u573a\u9884\u671f\u76845%\u3002\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u539f\u94dd\u4ea7\u91cf\u663e\u8457\u589e\u957f5.5%\uff0c\u8fbe\u5230710\u4e07\u5428\u3002\u8fd9\u4e00\u589e\u957f\u662f\u7531\u4ef7\u683c\u4e0a\u6da8\u63a8\u52a8\u7684\uff0c\u51b6\u70bc\u5382\u5bfb\u6c42\u5229\u7528\u5229\u6da6\u7387\u7684\u63d0\u9ad8\u6765\u523a\u6fc0\u751f\u4ea7\u3002\u6b64\u5916\uff0c\u5728\u7535\u529b\u4f9b\u5e94\u72b6\u51b5\u6539\u5584\u7684\u5e2e\u52a9\u4e0b\uff0c\u4e91\u53573\u6708\u4efd\u7684\u94dd\u4ea7\u91cf\u9884\u8ba1\u5c06\u51fa\u73b0\u589e\u957f\u3002\u6b64\u5916\uff0c\u4e2d\u56fd\u672a\u953b\u9020\u94dd\u53ca\u76f8\u5173\u4ea7\u54c1\u7684\u8fdb\u53e3\u540c\u6bd4\u6fc0\u589e93.6%\uff0c\u603b\u8ba172\u4e07\u5428\u3002   <\/li><li><strong>\u7535\u52a8\u6c7d\u8f66\u4f7f\u7528\u91cf\u4e0d\u65ad\u589e\u957f\u3002<\/strong>\u6839\u636e\u4e2d\u56fd\u4e58\u7528\u8f66\u534f\u4f1a\u7684\u62a5\u544a\uff0c\u5c3d\u7ba11 \u2013 2\u6708\u4efd\u7535\u52a8\u6c7d\u8f66\u7684\u6574\u4f53\u9500\u91cf\u540c\u6bd4\u653e\u7f13\uff0c\u4f46\u7535\u6c60\u9a71\u52a8\u7684\u7535\u52a8\u6c7d\u8f66\u9500\u91cf\u98d9\u5347\u4e8618.2%\u3002\u6b64\u5916\uff0c\u65b0\u80fd\u6e90\u6c7d\u8f66(NEV)\u7684\u9500\u91cf\u540c\u671f\u589e\u957f\u4e8637.5%\u3002\u7535\u52a8\u6c7d\u8f66\u5e02\u573a\u7684\u5f3a\u52b2\u589e\u957f\u8d85\u8fc7\u4e86\u6574\u4f53\u4e58\u7528\u8f66\u5e02\u573a16.3%\u7684\u589e\u957f\u7387\uff0c\u8fd9\u5f97\u76ca\u4e8e\u5e7f\u6cdb\u7684\u6298\u6263\u523a\u6fc0\u4e86\u9700\u6c42\u3002\u9884\u8ba1\u8fd9\u4e00\u8d8b\u52bf\u5c06\u8fdb\u4e00\u6b65\u63d0\u632f\u4e2d\u56fd\u5bf9\u94dd\u7684\u9700\u6c42\u3002   <\/li><li><strong>23\u8d22\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u3002<\/strong>23\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u603b\u6536\u5165\u540c\u6bd4\u4e0b\u964d20.85%\u81f3543.4\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c\u53bb\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a686.6\u4ebf\u5143\u4eba\u6c11\u5e01\u300223\u8d22\u5e74\u7b2c\u4e09\u5b63\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f105.35%\u81f319.4\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c22\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a9.42\u4ebf\u5143\u4eba\u6c11\u5e01\u300223\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u6bcf\u80a1\u57fa\u672c\u6536\u76ca\u4e0a\u5347\u81f30.111\u5143\uff0c\u800c22\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a0.052\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=\"777\" height=\"166\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-142.png\" alt=\"\" class=\"wp-image-41472\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-142.png 777w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-142-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-142-768x164.png 768w\" sizes=\"(max-width: 777px) 100vw, 777px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1009\" height=\"655\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-with-lines-and-numbers-description-automa-5.png\" alt=\"A graph with lines and numbers\n\nDescription automatically generated with medium confidence\" class=\"wp-image-41461\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-with-lines-and-numbers-description-automa-5.png 1009w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-with-lines-and-numbers-description-automa-5-300x195.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-with-lines-and-numbers-description-automa-5-768x499.png 768w\" sizes=\"(max-width: 1009px) 100vw, 1009px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/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-350.png\" alt=\"\" class=\"wp-image-41462\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-350.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-350-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-41378-_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-351.png\" class=\"wp-image-41463\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-351.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-351-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-351-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u9ad8\u76db\u96c6\u56e2 (GS US)\uff1a\u57fa\u672c\u9762\u7ee7\u7eed\u6539\u5584<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a410\uff0c\u76ee\u6807\u4ef7\uff1a450\uff0c\u6b62\u635f\u4ef7\uff1a390<\/strong>   <\/li><li>     \u9ad8\u76db\u96c6\u56e2(Goldman Sachs Group, Inc.)\u662f\u4e00\u5bb6\u94f6\u884c\u63a7\u80a1\u516c\u53f8\uff0c\u662f\u4e00\u5bb6\u5168\u7403\u6295\u8d44\u94f6\u884c\u548c\u8bc1\u5238\u516c\u53f8\uff0c\u4e13\u95e8\u4ece\u4e8b\u6295\u8d44\u94f6\u884c\u4e1a\u52a1\u3001\u4ea4\u6613\u548c\u672c\u91d1\u6295\u8d44\u3001\u8d44\u4ea7\u7ba1\u7406\u548c\u8bc1\u5238\u670d\u52a1\u3002\u8be5\u516c\u53f8\u4e3a\u4f01\u4e1a\u3001\u91d1\u878d\u673a\u6784\u3001\u653f\u5e9c\u548c\u9ad8\u51c0\u503c\u4e2a\u4eba\u63d0\u4f9b\u670d\u52a1\u3002   <\/li><li><strong>\u53ef\u80fd\u4e0b\u8c03\u5229\u7387\u3002<\/strong>3\u670820\u65e5\uff0c\u7f8e\u8054\u50a8\u7ef4\u6301\u5176\u5173\u952e\u5229\u7387\u4e0d\u53d8\uff0c\u4f46\u6697\u793a\u5c06\u57282024\u5e74\u4e09\u6b21\u964d\u606f\uff0c\u8fd9\u53ef\u80fd\u523a\u6fc0\u501f\u8d37\u548c\u6295\u8d44\u6d3b\u52a8\u589e\u52a0\uff0c\u53ef\u80fd\u4f7f\u9ad8\u76db\u53d7\u76ca\u3002\u964d\u4f4e\u5229\u7387\u53ef\u80fd\u4f1a\u9f13\u52b1\u4f01\u4e1a\u53d1\u884c\u503a\u5238\uff0c\u589e\u52a0\u9ad8\u76db\u7684\u627f\u9500\u673a\u4f1a\uff0c\u5e76\u4e3a\u4fc3\u8fdb\u6b64\u7c7b\u4ea4\u6613\u4ea7\u751f\u8d39\u7528\u3002\u6b64\u5916\uff0c\u5229\u7387\u7684\u4e0b\u964d\u53ef\u80fd\u4f1a\u523a\u6fc0\u5bf9\u5404\u79cd\u91d1\u878d\u4ea7\u54c1\u548c\u670d\u52a1\u7684\u9700\u6c42\uff0c\u4ece\u800c\u53ef\u80fd\u589e\u52a0\u5176\u4ea4\u6613\u90e8\u95e8\u7684\u6536\u5165\u3002\u7136\u800c\uff0c\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u5229\u7387\u7684\u4e0b\u964d\u4e5f\u53ef\u80fd\u5bfc\u81f4\u9ad8\u76db\u51c0\u606f\u5dee\u7684\u51cf\u5c11\u3002   <\/li><li><strong>\u6b63\u5728\u8fd0\u4f5c\u7684\u65b0\u57fa\u91d1\u3002<\/strong>\u9ad8\u76db\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8(Goldman Sachs Asset Management)\u4e3aUnion Bridge Partners I\u7b79\u96c6\u4e86\u7ea67\u4ebf\u7f8e\u5143\u8d44\u91d1\uff0c\u8be5\u57fa\u91d1\u4e0e\u5bf9\u51b2\u57fa\u91d1\u548c\u79c1\u4eba\u4fe1\u8d37\u516c\u53f8\u4e00\u8d77\u8fdb\u884c\u6295\u8d44\u3002\u8fd9\u53ea\u5c01\u95ed\u5f0f\u57fa\u91d1\u662f\u8be5\u516c\u53f8\u5916\u90e8\u6295\u8d44\u96c6\u56e2(External Investing Group)\u7684\u4e00\u90e8\u5206\uff0c\u65e8\u5728\u5c06\u8d44\u91d1\u914d\u7f6e\u5230\u5916\u90e8\u7ecf\u7406\u63d0\u51fa\u7684\u9ad8\u53ef\u4fe1\u5ea6\u60f3\u6cd5\u4e2d\u3002\u5171\u540c\u6295\u8d44\u5728\u5bf9\u51b2\u57fa\u91d1\u884c\u4e1a\u5df2\u53d8\u5f97\u5f88\u6d41\u884c\uff0c\u5728\u8270\u96be\u7684\u878d\u8d44\u6761\u4ef6\u4e0b\u63d0\u4f9b\u4e86\u7075\u6d3b\u6027\u3002\u8be5\u57fa\u91d1\u5df2\u7ecf\u5728\u5317\u7f8e\u548c\u6b27\u6d32\u7684\u5404\u4e2a\u884c\u4e1a\u90e8\u7f72\u4e8640%\u7684\u52df\u96c6\u8d44\u91d1\u3002   <\/li><li><strong>23\u8d22\u5e74\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u6536\u5165\u540c\u6bd4\u589e\u957f6.9%\uff0c\u8fbe\u5230113.2\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f3.6\u4ebf\u7f8e\u5143\u3002GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a5.48\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa1.55\u7f8e\u5143\u3002\u572823\u8d22\u5e74\uff0c\u8be5\u516c\u53f8\u7684\u51c0\u6536\u5165\u4e3a462.5\u4ebf\u7f8e\u5143\uff0c\u51c0\u5229\u6da6\u4e3a85.2\u4ebf\u7f8e\u5143\u3002\u644a\u8584\u540e\u6bcf\u80a1\u6536\u76ca\u4e3a22.87\u7f8e\u5143\u3002   <\/li><li><strong>\u5e02\u573a\u5171\u8bc6<\/strong>  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"777\" height=\"166\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-143.png\" alt=\"\" class=\"wp-image-41473\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-143.png 777w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-143-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-143-768x164.png 768w\" sizes=\"(max-width: 777px) 100vw, 777px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><img loading=\"lazy\" decoding=\"async\" width=\"1554\" height=\"615\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-352.png\" class=\"wp-image-41464\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-352.png 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-352-300x119.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-352-1024x405.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-352-768x304.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-352-1536x608.png 1536w\" sizes=\"(max-width: 1554px) 100vw, 1554px\" \/><\/h3>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-41378-_i97spf5o8m4c\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-353.png\" class=\"wp-image-41465\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-353.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-353-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-353-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><a id=\"post-41378-_jovpx3ajfm4s\"><\/a><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u5948\u98de (NFLX US)\uff1a\u9884\u793a\u7740\u66f4\u591a\u7684\u4ef7\u683c\u4e0a\u6da8<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a620\uff0c\u76ee\u6807\u4ef7\uff1a670\uff0c\u6b62\u635f\u4ef7\uff1a595<\/strong>   <\/li><li>     \u5948\u98de\u662f\u4e00\u5bb6\u8ba2\u9605\u6d41\u5a92\u4f53\u670d\u52a1\u548c\u5236\u4f5c\u516c\u53f8\u3002\u8be5\u516c\u53f8\u5728\u4e92\u8054\u7f51\u8fde\u63a5\u8bbe\u5907\u4e0a\u63d0\u4f9b\u5404\u79cd\u5404\u6837\u7684\u7535\u89c6\u8282\u76ee\u3001\u7535\u5f71\u3001\u52a8\u6f2b\u548c\u7eaa\u5f55\u7247\u3002\u5948\u98de\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002   <\/li><li><strong>\u4ef7\u683c\u518d\u6b21\u4e0a\u6da8\u3002<\/strong>\u516c\u53f8\u8b66\u544a\u6295\u8d44\u8005\u548c\u7528\u6237\uff0c2024\u5e74\u53ef\u80fd\u4f1a\u6da8\u4ef7\uff0c\u65e8\u5728\u53cd\u6620\u5176\u670d\u52a1\u7684\u6539\u5584\u5e76\u63a8\u52a8\u8fdb\u4e00\u6b65\u6295\u8d44\u3002\u5c3d\u7ba1\u4ece2022\u5e74\u5f00\u59cb\u63d0\u4f9b\u6bcf\u67086.99\u7f8e\u5143\u7684\u5e7f\u544a\u5957\u9910\uff0c\u4f46\u4f7f\u7528\u7387\u5e76\u4e0d\u9ad8\uff0c\u636e\u62a5\u9053\u6bcf\u6708\u67092300\u4e07\u6d3b\u8dc3\u7528\u6237\u3002\u5948\u98de\u5728\u5168\u7403\u62e5\u6709\u8d85\u8fc72.6\u4ebf\u7528\u6237\uff0c\u5728\u6700\u8fd1\u7684\u7b2c\u56db\u5b63\u5ea6\u589e\u52a0\u4e861310\u4e07\u7528\u6237\uff0c\u8868\u660e\u5bf9\u76ee\u524d\u7684\u5b9a\u4ef7\u611f\u5230\u6ee1\u610f\u3002\u8be5\u516c\u53f8\u6700\u8fd1\u4ee5\u8d85\u8fc750\u4ebf\u7f8e\u5143\u7684\u4ef7\u683c\u6536\u8d2d\u4e86WWE\u7684Raw\uff0c\u5e76\u8ba1\u5212\u589e\u52a0\u5185\u5bb9\u6295\u8d44\uff0c\u8fd9\u8868\u660e\u672a\u6765\u4ef7\u683c\u4e0a\u6da8\u7684\u6f5c\u5728\u6760\u6746\u4f5c\u7528\u3002\u867d\u7136\u6ca1\u6709\u900f\u9732\u5177\u4f53\u7684\u63d0\u4ef7\u65f6\u95f4\u8868\uff0c\u4f46\u5948\u98de\u7684\u6a21\u5f0f\u8868\u660e\uff0c\u63d0\u4ef7\u662f\u4e0d\u53ef\u907f\u514d\u7684\u3002\u867d\u7136\u5948\u98de\u6ca1\u6709\u900f\u9732\u6da8\u4ef7\u7684\u5177\u4f53\u65f6\u95f4\u8868\uff0c\u4f46\u5176\u5386\u53f2\u6a21\u5f0f\u8868\u660e\u6da8\u4ef7\u662f\u4e0d\u53ef\u907f\u514d\u7684\u3002\u5728\u6253\u51fb\u5bc6\u7801\u5171\u4eab\u548c\u4e4b\u524d\u7684\u4ef7\u683c\u4e0a\u6da8\u4e4b\u540e\uff0c\u8be5\u516c\u53f8\u7684\u7528\u6237\u6570\u91cf\u51fa\u73b0\u4e86\u6b63\u589e\u957f\u3002\u5948\u98de\u516c\u53f8\u8ba4\u4e3a\u81ea\u5df1\u5df2\u7ecf\u63d0\u4f9b\u4e86\u8db3\u591f\u7684\u989d\u5916\u5a31\u4e50\u4ef7\u503c\uff0c\u9884\u8ba1\u5404\u56fd\u7684\u4ef7\u683c\u5c06\u7ee7\u7eed\u4e0a\u6da8\u3002\u65b0\u52a0\u5761\u5948\u98de\u516c\u53f8(Netflix Singapore)\u6700\u8fd1\u5ba3\u5e03\u63d0\u9ad8\u5176\u5404\u5c42\u7ea7\u7684\u4ef7\u683c\u3002   <\/li><li><strong>\u8fdb\u5165\u4f53\u80b2\u76f4\u64ad\u6d3b\u52a8\u3002\u5948\u98de<\/strong>\u5c06\u4e8e7\u670820\u65e5\u5728\u8be5\u5e73\u53f0\u72ec\u5bb6\u76f4\u64ad\u4e00\u573a\u5907\u53d7\u671f\u5f85\u7684\u8fc8\u514b\u00b7\u6cf0\u68ee\u548c\u6770\u514b\u00b7\u4fdd\u7f57\u4e4b\u95f4\u7684\u62f3\u51fb\u6bd4\u8d5b\u3002\u8fd9\u6b21\u6d3b\u52a8\u6807\u5fd7\u7740\u5948\u98de\u8fdb\u519b\u4f53\u80b2\u548c\u5a31\u4e50\u76f4\u64ad\u7684\u96c4\u5fc3\u58ee\u5fd7\u3002\u6cf0\u68ee\u662f\u524d\u91cd\u91cf\u7ea7\u62f3\u738b\uff0c\u5728\u62f3\u51fb\u573a\u4e0a\u4ee5\u51f6\u72e0\u8457\u79f0\u3002\u4ed6\u5c06\u5bf9\u9635\u4fdd\u7f57\uff0c\u4fdd\u7f57\u662f\u4e00\u540d\u4eceYouTube\u8f6c\u6765\u7684\u62f3\u624b\uff0c\u62f3\u51fb\u4e8b\u4e1a\u6b63\u5728\u84ec\u52c3\u53d1\u5c55\u3002\u8fd9\u573a\u6bd4\u8d5b\u5c06\u5728\u5fb7\u514b\u8428\u65af\u5dde\u7684AT&T\u4f53\u80b2\u573a\u4e3e\u884c\uff0c\u8fd9\u6807\u5fd7\u7740\u5948\u98de\u81f4\u529b\u4e8e\u6210\u4e3a\u5bb6\u5ead\u5a31\u4e50\u7684\u9996\u9009\u76ee\u7684\u5730\u3002\u5728\u6b64\u4e4b\u524d\uff0c\u5948\u98de\u6700\u8fd1\u6536\u8d2d\u4e86WWE\u300aRaw\u300b\u7684\u6d41\u5a92\u4f53\u7248\u6743\uff0c\u7a81\u663e\u4e86\u8be5\u5e73\u53f0\u5728\u4f53\u80b2\u8282\u76ee\u9886\u57df\u65e5\u76ca\u589e\u957f\u7684\u5f71\u54cd\u529b\u3002   <\/li><li><strong>23\u8d22\u5e74\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u6536\u5165\u540c\u6bd4\u589e\u957f12.5%\uff0c\u8fbe\u523088.3\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f1.2\u4ebf\u7f8e\u5143\u3002GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a2.11\u7f8e\u5143\uff0c\u4f4e\u4e8e\u9884\u671f0.11\u7f8e\u5143\u3002\u9884\u8ba1\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\u4e3a92.4\u4ebf\u7f8e\u5143\uff0c\u5e02\u573a\u9884\u671f\u4e3a92.6\u4ebf\u7f8e\u5143;\u6bcf\u80a1\u6536\u76ca\u4e3a4.49\u7f8e\u5143\uff0c\u5e02\u573a\u9884\u671f\u4e3a4.14\u7f8e\u5143\u3002\u9884\u8ba1\u7b2c\u4e00\u5b63\u5ea6\u5168\u7403\u6bcf\u7528\u6237\u8425\u6536\u5c06\u5728\u6c47\u7387\u4e2d\u6027\u57fa\u7840\u4e0a\u540c\u6bd4\u4e0a\u5347\u3002   <\/li><li><strong>\u5e02\u573a\u5171\u8bc6<\/strong>     <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"777\" height=\"166\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-144.png\" alt=\"\" class=\"wp-image-41474\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-144.png 777w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-144-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-144-768x164.png 768w\" sizes=\"(max-width: 777px) 100vw, 777px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"1009\" height=\"655\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-with-lines-and-numbers-description-automa-6.png\" class=\"wp-image-41466\" alt=\"A graph with lines and numbers\n\nDescription automatically generated with medium confidence\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-with-lines-and-numbers-description-automa-6.png 1009w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-with-lines-and-numbers-description-automa-6-300x195.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/a-graph-with-lines-and-numbers-description-automa-6-768x499.png 768w\" sizes=\"(max-width: 1009px) 100vw, 1009px\" \/><\/strong><\/h3>\n\n\n\n<p class=\"has-text-align-center 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-41378-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-354.png\" class=\"wp-image-41467\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-354.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-354-300x64.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-355.png\" alt=\"\" class=\"wp-image-41468\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-355.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/word-image-355-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>No stocks additions\/deletions.\n<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"941\" height=\"527\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-145.png\" alt=\"\" class=\"wp-image-41475\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-145.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-145-300x168.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/03\/image-145-768x430.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. Dow closes 300 points lower Friday, but notches best week since December: Live updates 2. Broadening US market rally gets boost from dovish Fed 3. US: Nasdaq edges to record while Dow pulls back 4. Bitcoin \u2018halving\u2019 spurs exodus of old US [&hellip;]<\/p>\n","protected":false},"author":13,"featured_media":38072,"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-41378","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\/1-1.png?wsr",836,449,false],"thumbnail":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/1-1-150x150.png?wsr",150,150,true],"medium":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/1-1-300x161.png?wsr",300,161,true],"medium_large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/1-1-768x412.png?wsr",768,412,true],"large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/1-1.png?wsr",800,430,false],"1536x1536":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/1-1.png?wsr",836,449,false],"2048x2048":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/1-1.png?wsr",836,449,false]},"uagb_author_info":{"display_name":"kaijie tang","author_link":"https:\/\/www.kgieworld.sg\/research\/author\/kaijie-tangkgi-com\/"},"uagb_comment_info":0,"uagb_excerpt":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd News Feed 1. Dow closes 300 points lower Friday, but notches best week since December: Live updates 2. Broadening US market rally gets boost from dovish Fed 3. US: Nasdaq edges to record while Dow pulls back 4. Bitcoin \u2018halving\u2019 spurs exodus of old US&hellip;","_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/41378","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\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/comments?post=41378"}],"version-history":[{"count":3,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/41378\/revisions"}],"predecessor-version":[{"id":41477,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/41378\/revisions\/41477"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media\/38072"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media?parent=41378"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/categories?post=41378"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/tags?post=41378"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}