{"id":44059,"date":"2024-05-13T07:36:00","date_gmt":"2024-05-12T23:36:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=44059"},"modified":"2024-05-12T22:04:58","modified_gmt":"2024-05-12T14:04:58","slug":"kgi-daily-trading-ideas-13-may-2024-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-13-may-2024-zh\/","title":{"rendered":"2024\u5e7405\u670813\u65e5: \u798f\u6839\u96c6\u56e2(FRKN SP), \u534e\u6da6\u7535\u529b\u63a7\u80a1(836 HK), \u7b2c\u4e00\u592a\u9633\u80fd (FSLR 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-44059-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1533\" height=\"551\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-screen-shot-of-a-graph-description-automaticall-4.png\" alt=\"A screen shot of a graph\n\nDescription automatically generated\" class=\"wp-image-44130\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-screen-shot-of-a-graph-description-automaticall-4.png 1533w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-screen-shot-of-a-graph-description-automaticall-4-300x108.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-screen-shot-of-a-graph-description-automaticall-4-1024x368.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-screen-shot-of-a-graph-description-automaticall-4-768x276.png 768w\" sizes=\"(max-width: 1533px) 100vw, 1533px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><p><strong>News Feed<\/strong>\n<\/p><\/td><\/tr><tr><td><p>\n  1. <a href=\"https:\/\/www.cnbc.com\/2024\/05\/09\/stock-market-today-live-updates.html\">Dow jumps more than 100 points to post 8th winning day and best week of 2024: Live updates<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.reuters.com\/markets\/us\/us-consumer-sentiment-slides-six-month-low-may-2024-05-10\/\">US consumer sentiment at six-month low; inflation expectations rise<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.reuters.com\/markets\/us\/fed-officials-mull-if-rates-are-high-enough-inflation-expectations-jump-2024-05-10\/\">Fed officials mull whether rates high enough as inflation expectations jump<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.businesstimes.com.sg\/companies-markets\/energy-commodities\/gold-set-best-week-five-renewed-us-rate-cut-hopes\">Gold set for best week in five on renewed US rate-cut hopes<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.channelnewsasia.com\/business\/dollar-slightly-after-consumer-sentiment-data-cpi-eyed-4325921\">Dollar up slightly after consumer sentiment data, CPI eyed<\/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\/05\/word-image-230.png\" alt=\"\" class=\"wp-image-44131\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-230.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-230-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-44059-_qqv3rtx8nazp\"><\/a><a id=\"post-44059-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1549\" height=\"554\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-screen-shot-of-a-computer-description-automatic.png\" alt=\"A screen shot of a computer\n\nDescription automatically generated\" class=\"wp-image-44132\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-screen-shot-of-a-computer-description-automatic.png 1549w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-screen-shot-of-a-computer-description-automatic-300x107.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-screen-shot-of-a-computer-description-automatic-1024x366.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-screen-shot-of-a-computer-description-automatic-768x275.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-screen-shot-of-a-computer-description-automatic-1536x549.png 1536w\" sizes=\"(max-width: 1549px) 100vw, 1549px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><p><strong>News Feed<\/strong>\n<\/p><\/td><\/tr><tr><td><p>\n  1. <a href=\"https:\/\/www.bbc.com\/news\/world-asia-china-68982645\">Domestic tourism soars in China but foreigners stay away<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.channelnewsasia.com\/business\/chinas-exports-and-imports-return-growth-signalling-demand-recovery-4323436\">China\u2019s exports and imports return to growth, signalling demand recovery<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.scmp.com\/economy\/china-economy\/article\/3262062\/chinese-scholars-suggest-official-line-between-entrepreneurs-capitalists-jolt-private-sector-spirit\">Chinese scholars suggest official line between entrepreneurs, capitalists to jolt private-sector spirit<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.businesstimes.com.sg\/property\/chinas-property-market-struggling-india-south-korea-and-vietnam-are-hot\">With China\u2019s property market struggling, India, South Korea and Vietnam are hot<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.reuters.com\/world\/china\/chinas-push-greener-aluminium-hit-by-erratic-rains-power-cuts-2024-05-10\/\">China\u2019s green aluminium ambitions hit by erratic rains, power cuts<\/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\/05\/word-image-231.png\" alt=\"\" class=\"wp-image-44133\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-231.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-231-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-44059-_9i0c554gtu0u\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-232.png\" class=\"wp-image-44134\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-232.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-232-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u798f\u6839\u96c6\u56e2(FRKN SP)\uff1a\u9884\u671f\u589e\u957f<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.38\uff0c\u76ee\u6807\u4ef7\uff1a1.58\uff0c\u6b62\u635f\u4ef7\uff1a1.28<\/strong>\n  <\/li><li>\n    \u798f\u6839\u96c6\u56e2\u662f\u4e00\u5bb6\u5728\u65b0\u52a0\u5761\u4ea4\u6613\u6240\u4e3b\u677f\u4e0a\u5e02\u7684\u5168\u7403\u7efc\u5408\u6280\u672f\u89e3\u51b3\u65b9\u6848\u516c\u53f8\u3002\u4ed6\u4eec\u4e3a\u5206\u6790\u4e0e\u751f\u547d\u79d1\u5b66\u3001\u6c7d\u8f66\u3001\u533b\u7597\u4fdd\u5065\u3001\u5de5\u4e1a\u548c\u534a\u5bfc\u4f53\u884c\u4e1a\u7684\u4e16\u754c\u7ea7\u8de8\u56fd\u516c\u53f8\u63d0\u4f9b\u5168\u9762\u7684\u539f\u59cb\u8bbe\u8ba1\u3001\u539f\u59cb\u8bbe\u5907\u548c\u591a\u5143\u5316\u96c6\u6210\u5236\u9020\u89e3\u51b3\u65b9\u6848\u3002\n  <\/li><li><strong>\u5f3a\u52b2\u7684\u4eba\u5de5\u667a\u80fd\u9700\u6c42<\/strong>\u3002\u7531\u4e8e\u6d88\u8d39\u7535\u5b50\u4ea7\u54c1\u5f00\u59cb\u590d\u82cf\uff0c\u4eba\u5de5\u667a\u80fd\u9700\u6c42\u6301\u7eed\u589e\u957f\uff0c\u53f0\u79ef\u75354\u6708\u4efd\u9500\u552e\u989d\u8dc3\u534760%\uff0c\u8fbe\u52302,360\u4ebf\u65b0\u53f0\u5e01(\u540899\u4ebf\u65b0\u5143)\u3002\u5168\u7403\u667a\u80fd\u624b\u673a\u884c\u4e1a\u4e5f\u5728\u4eca\u5e74\u5934\u4e09\u4e2a\u6708\u6062\u590d\u589e\u957f\uff0c\u5305\u62ec\u5728\u7ade\u4e89\u6fc0\u70c8\u7684\u4e2d\u56fd\u5e02\u573a\uff0c\u8fd9\u53ef\u80fd\u4f1a\u63a8\u52a8\u53f0\u79ef\u7535\u4f20\u7edf\u652f\u67f1\u79fb\u52a8\u82af\u7247\u7684\u8ba2\u5355\u3002\u6b64\u5916\uff0c\u4f5c\u4e3a\u82f1\u4f1f\u8fbe\u6700\u5148\u8fdb\u8bad\u7ec3\u82af\u7247\u7684\u552f\u4e00\u5236\u9020\u5546\uff0c\u53f0\u79ef\u7535\u4ecd\u5904\u4e8e\u4ee4\u4eba\u7fa1\u6155\u7684\u5730\u4f4d\uff0c\u53ef\u4ee5\u4ece\u4eba\u5de5\u667a\u80fd\u6280\u672f\u7684\u5d1b\u8d77\u4e2d\u53d7\u76ca\u3002\u82f9\u679c\u6700\u8fd1\u53d1\u5e03\u7684\u65b0ipad\u7cfb\u5217\u4e5f\u5c06\u5bfc\u81f4\u5bf9\u53f0\u79ef\u7535\u534a\u5bfc\u4f53\u7684\u9700\u6c42\u589e\u52a0\u3002\u8fd9\u4e00\u79ef\u6781\u8d8b\u52bf\u9884\u8ba1\u5c06\u6269\u5c55\u5230\u6cd5\u56fd\u534a\u5bfc\u4f53\u90e8\u95e8\uff0c\u5360\u5176\u8d22\u653f\u6536\u5165\u768440%\u5de6\u53f3\u3002\n  <\/li><li>\n    \u5bf9\u4eba\u5de5\u667a\u80fd\u82af\u7247\u7684\u6301\u7eed\u9700\u6c42\u3002\u79d1\u6280\u5de8\u5934\u5fae\u8f6f\u3001\u4e9a\u9a6c\u900a\u3001Alphabet\u548cMeta\u6700\u8fd1\u53d1\u5e03\u7684\u8d22\u62a5\u7a81\u663e\u51fa\uff0c\u5728\u5bfb\u6c42\u4eba\u5de5\u667a\u80fd\u76f8\u5173\u6536\u5165\u589e\u957f\u7684\u516c\u53f8\u7684\u63a8\u52a8\u4e0b\uff0c\u52302024\u5e74\u4eba\u5de5\u667a\u80fd\u652f\u51fa\u5c06\u6301\u7eed\u589e\u957f\u3002\u8fd9\u4e9b\u516c\u53f8\u6b63\u5728\u4e3a\u4eba\u5de5\u667a\u80fd\u57fa\u7840\u8bbe\u65bd\u5206\u914d\u603b\u8ba1\u6570\u767e\u4ebf\u7f8e\u5143\u7684\u5de8\u989d\u6295\u8d44\uff0c\u663e\u793a\u51fa\u5bf9\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u7684\u589e\u957f\u6f5c\u529b\u53ca\u5176\u5bf9\u6700\u7ec8\u5ba2\u6237\u7684\u4ef7\u503c\u7684\u4e50\u89c2\u6001\u5ea6\u3002\u603b\u7684\u6765\u8bf4\uff0c\u8fd9\u4e9b\u79d1\u6280\u5de8\u5934\u7684\u8425\u4e1a\u5229\u6da6\u7387\u540c\u6bd4\u5927\u5e45\u63d0\u9ad8\uff0c\u8fd9\u8868\u660e\u4eba\u5de5\u667a\u80fd\u7684\u589e\u957f\u548c\u6548\u7387\u7684\u63d0\u9ad8\u662f\u6709\u6548\u7684\u3002\u7ba1\u7406\u56e2\u961f\u5bf9\u4eba\u5de5\u667a\u80fd\u63a8\u52a8\u65b0\u589e\u957f\u9014\u5f84\u7684\u80fd\u529b\u8868\u793a\u4e50\u89c2\uff0c\u5f3a\u8c03\u4e86\u5176\u5728\u63d0\u9ad8\u5e7f\u544a\u5546\u6295\u8d44\u56de\u62a5\u7387\u3001\u57fa\u7840\u8bbe\u65bd\u6536\u5165\u548c\u9762\u5411\u5ba2\u6237\u7684\u5e94\u7528\u7a0b\u5e8f\u65b9\u9762\u7684\u4f5c\u7528\u3002\u968f\u7740\u8fd9\u4e9b\u516c\u53f8\u52a0\u5927\u8d44\u672c\u652f\u51fa\uff0c\u5927\u578b\u79d1\u6280\u516c\u53f8\u53ef\u80fd\u57282024\u5e74\u5411\u4eba\u5de5\u667a\u80fd\u57fa\u7840\u8bbe\u65bd\u6295\u5165\u8d85\u8fc72000\u4ebf\u7f8e\u5143\uff0c\u66f4\u5e7f\u6cdb\u7684\u4eba\u5de5\u667a\u80fd\u884c\u4e1a\u5c06\u53d7\u76ca\uff0c\u7279\u522b\u662f\u5728\u534a\u5bfc\u4f53\u5236\u9020\u3001\u6570\u636e\u4e2d\u5fc3\u6269\u5efa\u548c\u786c\u4ef6\u91c7\u8d2d\u7b49\u9886\u57df\u3002\u9884\u8ba1\u4eba\u5de5\u667a\u80fd\u76f8\u5173\u652f\u51fa\u7684\u6fc0\u589e\u4e0d\u4ec5\u4f1a\u4e3a\u82f1\u4f1f\u8fbe\u7b49\u8001\u724c\u4f01\u4e1a\u5e26\u6765\u589e\u957f\u673a\u4f1a\uff0c\u8fd8\u4f1a\u4e3a\u4eba\u5de5\u667a\u80fd\u751f\u6001\u7cfb\u7edf\u4e2d\u7684\u5176\u4ed6\u5404\u4e2a\u9886\u57df\u5e26\u6765\u589e\u957f\u673a\u4f1a\uff0c\u4e3a\u6295\u8d44\u8005\u548c\u884c\u4e1a\u5229\u76ca\u76f8\u5173\u8005\uff0c\u5982\u798f\u6839\u5e26\u6765\u6f5c\u5728\u5229\u76ca\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>23\u8d22\u5e74\u6536\u5165\u4e0b\u964d5.5%\u81f37.429\u4ebf\u7f8e\u5143\uff0c\u800c22\u8d22\u5e74\u4e3a7.861\u4ebf\u7f8e\u5143\u3002\u7531\u4e8e\u79d1\u6280\u884c\u4e1a\u7684\u5546\u4e1a\u73af\u5883\u5145\u6ee1\u6311\u6218\uff0c\u51c0\u5229\u6da6\u540c\u6bd4\u4e0b\u964d38.1%\u81f33,200\u4e07\u7f8e\u5143\uff0c\u800c22\u8d22\u5e74\u4e3a5,160\u4e07\u7f8e\u5143\u3002\u6bdb\u5229\u7387\u4ece22\u8d22\u5e74\u768415.1%\u6536\u7f29\u81f323\u8d22\u5e74\u768413.2%\uff0c\u5f52\u56e0\u4e8e\u6536\u5165\u4e0b\u964d\u3001\u901a\u80c0\u6210\u672c\u538b\u529b\u4ee5\u53ca\u6298\u65e7\u8d39\u7528\u589e\u52a0\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n    <img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-233.png\" class=\"wp-image-44135\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-233.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-233-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/>\n     \n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1083\" height=\"561\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-234.png\" alt=\"\" class=\"wp-image-44136\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-234.png 1083w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-234-300x155.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-234-1024x530.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-234-768x398.png 768w\" sizes=\"(max-width: 1083px) 100vw, 1083px\" \/><\/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\/05\/a-long-line-of-a-white-background-description-aut-11.png\" class=\"wp-image-44137\" 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\/05\/a-long-line-of-a-white-background-description-aut-11.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-long-line-of-a-white-background-description-aut-11-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/> <\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u5eb7\u798f\u5fb7\u9ad8 (CD SP)\uff1a\u672c\u5730\u4e1a\u52a1\u6539\u5584<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.42\uff0c\u76ee\u6807\u4ef7\uff1a1.50\uff0c\u6b62\u635f\u4ef7\uff1a1.38<\/strong>\n  <\/li><li>\n    \u5eb7\u798f\u5fb7\u9ad8\u63d0\u4f9b\u9646\u8def\u8fd0\u8f93\u670d\u52a1\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u5df4\u58eb\u3001\u51fa\u79df\u8f66\u3001\u94c1\u8def\u3001\u6c7d\u8f66\u79df\u8d41\u3001\u6c7d\u8f66\u5de5\u7a0b\u670d\u52a1\u3001\u68c0\u9a8c\u548c\u6d4b\u8bd5\u670d\u52a1\u3001\u9a7e\u9a76\u4e2d\u5fc3\u3001\u4fdd\u9669\u7ecf\u7eaa\u670d\u52a1\u548c\u6237\u5916\u5e7f\u544a\u3002\n  <\/li><li><strong>\u65c5\u6e38\u4e1a\u63a8\u52a8\u3002<\/strong>\u5728\u4e2d\u56fd\u6700\u8fd1\u7684\u4e94\u4e00\u5047\u671f\u671f\u95f4\uff0c\u4e2d\u56fd\u6e38\u5ba2\u8702\u62e5\u56de\u65b0\u52a0\u5761\uff0c\u65c5\u884c\u793e\u62a5\u544a\u79f0\uff0c\u822a\u73ed\u548c\u9152\u5e97\u9884\u8ba2\u91cf\u5927\u5e45\u589e\u52a0\u3002\u65b0\u52a0\u5761\u548c\u4e2d\u56fd\u4e4b\u95f4\u53d6\u6d88\u7b7e\u8bc1\u8981\u6c42\u548c\u6b63\u5728\u8fdb\u884c\u7684\u4e92\u514d\u7b7e\u8bc1\u4f7f\u65b0\u52a0\u5761\u6210\u4e3a\u4e00\u4e2a\u6709\u5438\u5f15\u529b\u7684\u65c5\u6e38\u76ee\u7684\u5730\u3002\u5c3d\u7ba1\u6765\u81ea\u4e2d\u56fd\u7684\u6e38\u5ba2\u4eba\u6570\u6709\u6240\u56de\u5347\uff0c\u4f46\u7b2c\u4e00\u5b63\u5ea6\u7684\u6570\u636e\u4ecd\u843d\u540e\u4e8e\u75ab\u60c5\u524d\u7684\u6c34\u5e73\u3002\u65b0\u52a0\u5761\u65c5\u6e38\u5c40\u4e3a\u5438\u5f15\u4e2d\u56fd\u6e38\u5ba2\u6240\u505a\u7684\u52aa\u529b\u5305\u62ec\u4e0e\u540d\u4eba\u548c\u7f51\u7ea2\u5408\u4f5c\uff0c\u4ee5\u53ca\u4e3e\u529e\u97f3\u4e50\u4f1a\u76f4\u64ad\u5012\u8ba1\u65f6\u7b49\u4fc3\u9500\u6d3b\u52a8\u3002\u65b0\u52a0\u5761\u7684\u65c5\u884c\u793e\u6ce8\u610f\u5230\uff0c\u52b3\u52a8\u8282\u5047\u671f\u671f\u95f4\uff0c\u4e2d\u56fd\u6e38\u5ba2\u7684\u9884\u8ba2\u91cf\u6fc0\u589e\uff0c\u4ed6\u4eec\u66f4\u559c\u6b22\u5c0f\u56e2\u4f53\u6e38\u548c\u5b9a\u5236\u884c\u7a0b\u3002\u8fd9\u4e9b\u652f\u6301\u65c5\u6e38\u9700\u6c42\u7684\u52aa\u529b\u53cd\u8fc7\u6765\u4e5f\u4f1a\u4f7f\u65b0\u52a0\u5761\u7684\u4ea4\u901a\u90e8\u95e8\u53d7\u76ca\u3002\n  <\/li><li><strong>\u63d0\u9ad8\u53ef\u9760\u6027\uff0c\u6269\u5927\u5ba2\u6237\u7fa4\u3002<\/strong>Gojek\u548c\u5eb7\u798f\u5fb7\u9ad8\u5fb3\u58eb\u4e8e4\u670823\u65e5\u5f00\u59cb\u5408\u4f5c\uff0c\u5141\u8bb8\u53f8\u673a\u5728\u4e00\u4e2a\u5e73\u53f0\u4e0a\u6ca1\u6709\u4e58\u5750\u7684\u8f66\u8f86\u5206\u914d\u5230\u53e6\u4e00\u4e2a\u5e73\u53f0\u3002\u6b64\u6b21\u5408\u4f5c\u65e8\u5728\u901a\u8fc7\u5229\u7528\u66f4\u5927\u7684\u8054\u5408\u9a7e\u9a76\u5458\u6c60\u6765\u63d0\u9ad8\u53ef\u9760\u6027\u3002\u57284\u670829\u65e5\u5f00\u59cb\u7684\u7b2c\u4e00\u9636\u6bb5\uff0c\u53f8\u673a\u4e0d\u63a5\u53d7\u7684Gojek\u4e58\u8f66\u5c06\u8f6c\u79fb\u5230\u5eb7\u798f\u5fb7\u9ad8\u7684\u5e73\u53f0\u4e0a\uff0c\u8fd9\u5bf9\u53f8\u673a\u548c\u901a\u52e4\u8005\u90fd\u6709\u5229\u3002\u5728\u7b2c\u4e8c\u9636\u6bb5\uff0cGojek\u5c06\u4ece\u5eb7\u798f\u5fb7\u9ad8\u91cc\u83b7\u5f97\u65e0\u4eba\u4e58\u5750\u7684\u6e38\u4e50\u8bbe\u65bd\uff0c\u76ee\u524d\u8fd8\u6ca1\u6709\u5177\u4f53\u7684\u65f6\u95f4\u8868\u3002\u53cc\u65b9\u7684\u5408\u4f5c\u8fd8\u5305\u62ec\u63a2\u7d22\u5728\u7535\u52a8\u6c7d\u8f66\u3001\u4fdd\u9669\u3001\u9a7e\u9a76\u5458\u57f9\u8bad\u548c\u8f66\u8f86\u7ef4\u62a4\u7b49\u9886\u57df\u7684\u5408\u4f5c\u3002\u6b64\u6b21\u5408\u4f5c\u7684\u7ed3\u679c\u662f\uff0c\u5eb7\u798f\u5fb7\u9ad8\u4e24\u73ed\u5236\u51fa\u79df\u8f66\u7cfb\u7edf\u7684\u53f8\u673a\u5c06\u5728\u521d\u59cb\u9636\u6bb5\u83b7\u5f97\u66f4\u5927\u7684\u5ba2\u6237\u7fa4\uff0c\u800c\u5728\u7b2c\u4e8c\u9636\u6bb5\uff0c\u5eb7\u798f\u5fb7\u9ad8\u5c06\u80fd\u591f\u5229\u7528\u66f4\u5927\u7684\u53f8\u673a\u6c60\u6765\u63d0\u9ad8\u5176\u53ef\u9760\u6027\u3002\n  <\/li><li><strong>\u7528\u4e8e\u8131\u78b3\u7684\u7eff\u8272\u8d37\u6b3e\u3002<\/strong>4\u670822\u65e5\uff0c\u5eb7\u798f\u5fb7\u9ad8\u5ba3\u5e03\u4ece\u661f\u5c55\u94f6\u884c\u83b7\u5f971\u4ebf\u65b0\u5143\u7684\u7eff\u8272\u8d37\u6b3e\uff0c\u4e3a\u5176\u82f1\u56fd\u5b50\u516c\u53f8Metroline\u8d2d\u4e70135\u8f86\u7535\u52a8\u516c\u4ea4\u8f66\u3002\u8fd9\u4e9b\u5df4\u58eb\u5206\u4e3a\u53cc\u5c42\u548c\u5355\u5c42\u4e24\u79cd\uff0c\u5c06\u53d6\u4ee3\u5185\u71c3\u673a\u9a71\u52a8\u7684\u5df4\u58eb\uff0c\u65e8\u5728\u6bcf\u5e74\u51cf\u5c119900\u5428\u4e8c\u6c27\u5316\u78b3\u6392\u653e\u3002\u8fd9\u4e00\u4e3e\u63aa\u7b26\u5408CDG\u7684\u76ee\u6807\uff0c\u5373\u52302030\u5e74\u5c06\u5176\u5168\u7403\u516c\u4ea4\u8f66\u8f66\u961f\u768450%\u8f6c\u6362\u4e3a\u6e05\u6d01\u80fd\u6e90\u6c7d\u8f66\uff0c\u52302050\u5e74\u5c06\u5176100%\u8f6c\u6362\u4e3a\u6e05\u6d01\u80fd\u6e90\u6c7d\u8f66\uff0c\u663e\u793a\u4e86\u8be5\u516c\u53f8\u5bf9\u53ef\u6301\u7eed\u53d1\u5c55\u7684\u627f\u8bfa\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u589e\u957f2.6%\uff0c\u4ece37.8\u4ebf\u65b0\u5143\u589e\u81f338.8\u4ebf\u65b0\u5143\uff1b\u6b63\u5e38\u5316\u540e\u7684\u6263\u9664\u7a0e\u6b3e\u4e0e\u5c11\u6570\u80a1\u4e1c\u6743\u76ca\u540e\u7684\u5229\u6da6\u540c\u6bd4\u589e\u957f26.6%\uff0c\u4ece22\u8d22\u5e74\u76841.426\u4ebf\u65b0\u5143\u589e\u81f323\u8d22\u5e74\u76841.805\u4ebf\u65b0\u5143\u300223\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u4e3a0.0833\u65b0\u5143\uff0c\u8f83\u4e0a\u5e74\u540c\u671f\u76840.0799\u65b0\u5143\u589e\u957f4.3%\u300223\u8d22\u5e74\u603b\u80a1\u606f\u4e3a\u6bcf\u80a16.66\u65b0\u5206\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\/05\/a-blue-and-white-rectangular-box-with-white-text-18.png\" class=\"wp-image-44138\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-blue-and-white-rectangular-box-with-white-text-18.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-blue-and-white-rectangular-box-with-white-text-18-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/>\n     \n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1177\" height=\"619\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-graph-on-a-screen-description-automatically-gen-23.png\" alt=\"A graph on a screen\n\nDescription automatically generated\" class=\"wp-image-44139\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-graph-on-a-screen-description-automatically-gen-23.png 1177w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-graph-on-a-screen-description-automatically-gen-23-300x158.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-graph-on-a-screen-description-automatically-gen-23-1024x539.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-graph-on-a-screen-description-automatically-gen-23-768x404.png 768w\" sizes=\"(max-width: 1177px) 100vw, 1177px\" \/><\/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\/05\/word-image-235.png\" class=\"wp-image-44140\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-235.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-235-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-44059-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-236.png\" class=\"wp-image-44141\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-236.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-236-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-44059-_34eo5yf8y7pj\"><\/a><strong>\u534e\u6da6\u7535\u529b\u63a7\u80a1(836 HK)\uff1a\u7535\u529b\u9700\u6c42\u9ad8<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a20.70\uff0c\u76ee\u6807\u4ef7\uff1a22.70\uff0c\u6b62\u635f\u4ef7\uff1a19.70<\/strong>\n  <\/li><li>\n    \u534e\u6da6\u7535\u529b\u63a7\u80a1\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u7535\u5382\u7684\u6295\u8d44\u3001\u5f00\u53d1\u53ca\u7ecf\u8425\u4e1a\u52a1\u7684\u9999\u6e2f\u6295\u8d44\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u4e09\u5927\u5206\u90e8\u8fd0\u8425\u3002\u706b\u529b\u53d1\u7535\u5206\u90e8\u4ece\u4e8b\u71c3\u7164\u7535\u5382\u53ca\u71c3\u6c14\u7535\u5382\u7684\u6295\u8d44\u3001\u5f00\u53d1\u3001\u7ecf\u8425\u53ca\u7ba1\u7406\u4e1a\u52a1\u4ee5\u53ca\u70ed\u529b\u53ca\u7535\u529b\u9500\u552e\u4e1a\u52a1\u3002\u53ef\u518d\u751f\u80fd\u6e90\u5206\u90e8\u4ece\u4e8b\u98ce\u529b\u53d1\u7535\u3001\u6c34\u529b\u53d1\u7535\u53ca\u5149\u4f0f\u53d1\u7535\u4ee5\u53ca\u7535\u529b\u9500\u552e\u4e1a\u52a1\u3002\u7164\u77ff\u5f00\u91c7\u5206\u90e8\u4ece\u4e8b\u7164\u77ff\u5f00\u91c7\u53ca\u7164\u70ad\u9500\u552e\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u5728\u4e2d\u56fd\u5f00\u5c55\u4e1a\u52a1\u3002\n  <\/li><li><strong>\u7535\u529b\u9700\u6c42\u589e\u52a0\u548c\u5373\u5c06\u5230\u6765\u7684\u590f\u5b63\u3002<\/strong>\u6839\u636e\u56fd\u5bb6\u80fd\u6e90\u5c40\u7684\u6570\u636e\uff0c\u52302024\u5e74\uff0c\u4e2d\u56fd\u9884\u8ba1\u5c06\u4ea7\u751f9.96\u4e07\u4ebf\u5343\u74e6\u65f6\u7684\u7535\u529b\uff0c\u589e\u957f\u7387\u4e3a5.3%\u3002\u56fd\u9645\u80fd\u6e90\u7f72\u9884\u8ba1\u7535\u529b\u9700\u6c42\u5c06\u589e\u957f5.1%\uff0c\u800c\u4e2d\u56fd\u7535\u529b\u4f01\u4e1a\u8054\u5408\u4f1a\u9884\u8ba1\u5c06\u589e\u957f6%\uff0c\u8d85\u8fc7GDP\u9884\u671f\u3002\u6b64\u5916\uff0c\u5373\u5c06\u5230\u6765\u7684\u590f\u5b63\u9884\u8ba1\u5c06\u8fdb\u4e00\u6b65\u63a8\u52a8\u7535\u529b\u9700\u6c42\uff0c\u56e0\u4e3a\u6d88\u8d39\u8005\u8f6c\u5411\u7a7a\u8c03\u4ee5\u8eb2\u907f\u4e0d\u65ad\u4e0a\u5347\u7684\u6c14\u6e29\u3002\n  <\/li><li><strong>\u9ed8\u514b\u7b7e\u8ba2\u957f\u671f\u7eff\u8272\u7535\u529b\u8d2d\u4e70\u534f\u8bae\u3002<\/strong>\u534e\u6da6\u7535\u529b\u900f\u9732\uff0c\u6709\u610f\u4e0e\u9ed8\u514b\u7b7e\u8ba2\u957f\u671f\u8d2d\u7535\u534f\u8bae\u3002\u6839\u636e\u8be5\u534f\u8bae\uff0c\u9ed8\u514b\u4e2d\u56fd\u5c06\u5927\u5e45\u63d0\u9ad8\u5176\u5728\u751f\u4ea7\u548c\u8fd0\u8425\u4e2d\u7684\u7eff\u8272\u7535\u529b\u5229\u7528\u7387\uff0c\u76ee\u6807\u662f\u5b9e\u73b060%\u7684\u5229\u7528\u7387\uff0c\u5e76\u51cf\u5c1118.5\u4e07\u5428\u7b2c\u4e8c\u7c7b\u78b3\u6392\u653e\u3002\u8fd9\u4e00\u4e3e\u63aa\u7b26\u5408\u9ed8\u514b\u7684\u66f4\u5e7f\u6cdb\u76ee\u6807\uff0c\u5373\u52302030\u5e74\u5c06\u5176\u5168\u7403\u53ef\u518d\u751f\u80fd\u6e90\u7535\u529b\u91c7\u8d2d\u6bd4\u4f8b\u63d0\u9ad8\u523080%\uff0c\u52302040\u5e74\u5b9e\u73b0\u6c14\u5019\u4e2d\u548c\u3002\u4e0e\u9ed8\u514b\u7b7e\u8ba2\u7684\u5341\u5e74\u8d2d\u7535\u534f\u8bae\u4fdd\u8bc1\u4e86\u603b\u8ba1300\u5409\u74e6\u65f6\u7eff\u8272\u7535\u529b\u7684\u751f\u547d\u5468\u671f\u53ef\u8ffd\u6eaf\u6027\u3002\n  <\/li><li><strong>\u7164\u70ad\u4ef7\u683c\u89e6\u5e95\u3002<\/strong>\u5168\u7403\u7164\u70ad\u4ef7\u683c\u7684\u4e0b\u8dcc\u9884\u8ba1\u5c06\u7ed9\u8be5\u516c\u53f8\u7684\u71c3\u7164\u7535\u5382\u548c\u71c3\u6c14\u7535\u5382\u5e26\u6765\u91cd\u5927\u597d\u5904\u3002\u7531\u4e8e\u7164\u4ef7\u5904\u4e8e\u6bcf\u5428830\u5143\u5de6\u53f3\u7684\u5e74\u5ea6\u4f4e\u70b9\uff0c\u71c3\u7164\u7535\u5382\u7684\u71c3\u6599\u6210\u672c\u964d\u4f4e\u8f6c\u5316\u4e3a\u76c8\u5229\u80fd\u529b\u7684\u63d0\u9ad8\u548c\u5e02\u573a\u7ade\u4e89\u4f18\u52bf\u3002\u968f\u7740\u4e2d\u56fd\u56fd\u5185\u7535\u529b\u9700\u6c42\u7684\u589e\u52a0\uff0c\u8be5\u516c\u53f8\u5c06\u88ab\u8981\u6c42\u4ece\u5176\u4ed6\u4f9b\u5e94\u5546\u90a3\u91cc\u8d2d\u4e70\u7164\u70ad\uff0c\u4ee5\u8fdb\u4e00\u6b65\u8865\u5145\u5176\u80fd\u6e90\u751f\u4ea7\uff0c\u6b63\u5982\u4e2d\u56fd4\u6708\u4efd\u7164\u70ad\u8fdb\u53e3\u91cf\u7684\u589e\u52a0\u6240\u663e\u793a\u7684\u90a3\u6837\u3002\u4e2d\u56fd4\u6708\u4efd\u8fdb\u53e3\u4e864525\u4e07\u5428\u7164\u70ad\uff0c\u6bd4\u53bb\u5e74\u540c\u671f\u76844068\u4e07\u5428\u589e\u957f\u4e8611%\uff0c\u539f\u56e0\u662f\u56fd\u5185\u4ea7\u91cf\u4e0b\u964d\uff0c\u4ee5\u53ca\u53d1\u7535\u5382\u5728\u590f\u5b63\u9700\u6c42\u9ad8\u5cf0\u671f\u4e4b\u524d\u589e\u52a0\u8d2d\u4e70\u4ee5\u589e\u52a0\u5e93\u5b58\u3002\u7164\u70ad\u4ef7\u683c\u4e0b\u964d\u5e26\u6765\u7684\u6210\u672c\u4f18\u52bf\u53ef\u80fd\u4f1a\u8f6c\u5316\u4e3a\u8be5\u516c\u53f8\u8d22\u52a1\u4e1a\u7ee9\u7684\u6539\u5584\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u79e6\u7687\u5c9b\u6e2f\u53e3\u52a8\u529b\u71645500\u5927\u5361\u4ef7\u683c<\/strong>\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1150\" height=\"583\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-graph-showing-a-line-of-a-stock-market-descript.png\" alt=\"A graph showing a line of a stock market\n\nDescription automatically generated\" class=\"wp-image-44142\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-graph-showing-a-line-of-a-stock-market-descript.png 1150w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-graph-showing-a-line-of-a-stock-market-descript-300x152.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-graph-showing-a-line-of-a-stock-market-descript-1024x519.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-graph-showing-a-line-of-a-stock-market-descript-768x389.png 768w\" sizes=\"(max-width: 1150px) 100vw, 1150px\" \/><\/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>24\u8d22\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u3002<\/strong>2023\u5e74\u4e0a\u534a\u5e74\u6536\u5165\u540c\u6bd4\u589e\u957f2.13%\uff0c\u81f3515\u4ebf\u6e2f\u5143\uff0c\u800c2022\u5e74\u4e0a\u534a\u5e74\u4e3a504\u4ebf\u6e2f\u5143\u30022023\u5e74\u4e0a\u534a\u5e74\u51c0\u5229\u6da6\u589e\u957f61.8%\u81f37.08\u4ebf\u6e2f\u5143\uff0c\u800c2022\u5e74\u4e0a\u534a\u5e74\u4e3a43.7\u4ebf\u6e2f\u5143\u30022023\u5e74\u4e0a\u534a\u5e74\u7684\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4e3a1.40\u6e2f\u5143\uff0c\u800c2022\u5e74\u4e0a\u534a\u5e74\u4e3a0.91\u6e2f\u5143\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6<\/strong>\n    <img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-237.png\" class=\"wp-image-44143\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-237.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-237-300x64.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=\"1083\" height=\"561\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-238.png\" alt=\"\" class=\"wp-image-44145\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-238.png 1083w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-238-300x155.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-238-1024x530.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-238-768x398.png 768w\" sizes=\"(max-width: 1083px) 100vw, 1083px\" \/><\/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\/05\/word-image-239.png\" class=\"wp-image-44146\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-239.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-239-300x64.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\u5bf9AI PC\u5bc4\u4e88\u539a\u671b<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a9.80\uff0c\u76ee\u6807\u4ef7\uff1a10.60\uff0c\u6b62\u635f\u4ef7\uff1a9.40<\/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\u51faThinkPad P1 Gen 7\u548c\u5176\u4ed6AI\u4e2a\u4eba\u7535\u8111\u3002<\/strong>\u8054\u60f3\u6700\u8fd1\u63a8\u51fa\u4e86\u4e00\u7cfb\u5217\u4eba\u5de5\u667a\u80fd\u7b14\u8bb0\u672c\u7535\u8111\uff0c\u5176\u4e2dThinkPad P1 Gen 7\u6700\u4e3a\u7a81\u51fa\uff0c\u5b83\u62e5\u6709\u72ec\u7279\u7684\u5de5\u4f5c\u7ad9\u4e13\u4e1a\u77e5\u8bc6\u3001\u9ad8\u4eba\u5de5\u667a\u80fd\u6027\u80fd\u548c\u5353\u8d8a\u7684\u4fbf\u643a\u6027\u3002\u8fd9\u4e9b\u5d4c\u5165\u5728\u7b14\u8bb0\u672c\u7535\u8111\u4e2d\u7684\u5148\u8fdb\u4eba\u5de5\u667a\u80fd\u6280\u672f\u6709\u671b\u5f7b\u5e95\u6539\u53d8\u4e13\u4e1a\u4eba\u5458\u4e0e\u4eba\u5de5\u667a\u80fd\u5de5\u4f5c\u6d41\u7a0b\u7684\u4e92\u52a8\u3002ThinkPad P1 Gen 7\u91c7\u7528\u82f1\u7279\u5c14\u548c\u82f1\u4f1f\u8fbe\u6700\u65b0\u7684cpu\u3001npu\u548cgpu\uff0c\u63d0\u4f9b\u65e0\u4e0e\u4f26\u6bd4\u7684\u6027\u80fd\u548c\u6548\u7387\uff0c\u6709\u6548\u5e94\u5bf9\u82db\u523b\u7684\u4eba\u5de5\u667a\u80fd\u4efb\u52a1\u3002\u6b64\u5916\uff0c\u5b83\u662f\u4e16\u754c\u4e0a\u9996\u6b3e\u96c6\u6210\u4e86\u7f8e\u5149\u4e0e\u8054\u60f3\u5408\u4f5c\u7684LPDDR5x LPCAMM2\u5185\u5b58\u7684\u79fb\u52a8\u5de5\u4f5c\u7ad9\uff0c\u4e3a\u4e2a\u4eba\u7535\u8111\u63d0\u4f9b\u4e86\u6700\u5feb\u3001\u6700\u8282\u80fd\u7684\u6a21\u5757\u5316\u5185\u5b58\u89e3\u51b3\u65b9\u6848\u4e4b\u4e00\u3002\n  <\/li><li><strong>\u589e\u52a0\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u4ee5\u589e\u52a0\u4eba\u5de5\u667a\u80fd\u6295\u8d44\u7ec4\u5408\u3002<\/strong>\u8054\u60f3\u5df2\u4e0e\u82f1\u7279\u5c14\u548c\u9ad8\u901a\u7b49\u7f8e\u56fd\u9886\u5148\u82af\u7247\u516c\u53f8\u7ed3\u6210\u6218\u7565\u8054\u76df\uff0c\u7387\u5148\u63a8\u51fa\u4eba\u5de5\u667a\u80fdpc\uff0c\u4ee5\u6ee1\u8db3\u5bf9\u667a\u80fd\u751f\u4ea7\u529b\u89e3\u51b3\u65b9\u6848\u65e5\u76ca\u589e\u957f\u7684\u9700\u6c42\u3002\u8054\u60f3\u6700\u65b0\u7684\u4eba\u5de5\u667a\u80fdPC\u4ea7\u54c1\u7ebf\u63a8\u51fa\u4e86\u4e00\u6b3e\u540d\u4e3a\u201c\u5c0f\u5929\u201d\u7684\u4eba\u5de5\u667a\u80fd\u52a9\u624b\uff0c\u7531\u963f\u91cc\u5df4\u5df4\u7684\u201c\u540c\u76ca\u4e7e\u6587\u201d\u6a21\u578b\u9a71\u52a8\u3002\u6b64\u5916\uff0c\u8054\u60f3\u6b64\u524d\u62ab\u9732\u4e86\u4e0e\u767e\u5ea6\u7684\u5408\u4f5c\u5173\u7cfb\uff0c\u5c06\u767e\u5ea6\u5148\u8fdb\u7684\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u6280\u672f\u6574\u5408\u5230\u5176\u667a\u80fd\u624b\u673a\u4e2d\u3002\u8fd9\u4e9b\u4e0e\u4e3b\u8981\u884c\u4e1a\u53c2\u4e0e\u8005\u7684\u5408\u4f5c\u4f7f\u8054\u60f3\u5904\u4e8e\u4eba\u5de5\u667a\u80fd\u521b\u65b0\u7684\u524d\u6cbf\uff0c\u589e\u5f3a\u4e86\u5ba2\u6237\u7684\u4ef7\u503c\u4e3b\u5f20\uff0c\u4ece\u800c\u63a8\u52a8\u4e86\u5bf9\u5176\u4eba\u5de5\u667a\u80fdPC\u7cfb\u5217\u7684\u9700\u6c42\u3002\n  <\/li><li><strong>\u4e2a\u4eba\u7535\u8111\u9700\u6c42\u590d\u82cf\u3002<\/strong>PC\u9700\u6c42\u5df2\u7ecf\u663e\u793a\u51fa\u590d\u82cf\u7684\u8ff9\u8c61\uff0c\u9884\u8ba1\u57282023\u5e74\u9700\u6c42\u66b4\u8dcc\u4e4b\u540e\uff0c\u5c06\u57282024\u5e74\u7ee7\u7eed\u590d\u82cf\u3002\u6839\u636e\u56fd\u9645\u6570\u636e\u516c\u53f8(IDC)\u7684\u521d\u6b65\u7ed3\u679c\uff0c\u5168\u7403\u4f20\u7edfPC\u5e02\u573a\u5728\u7b2c\u4e00\u5b63\u5ea6\u6062\u590d\u589e\u957f\uff0c\u51fa\u8d27\u91cf\u4e3a5980\u4e07\u53f0\uff0c\u540c\u6bd4\u589e\u957f1.5%\u3002\u4eba\u5de5\u667a\u80fd\u6280\u672f\u4e5f\u6709\u671b\u57282024\u5e74\u63a8\u52a8\u5168\u7403\u4e2a\u4eba\u7535\u8111\u5e02\u573a\uff0c\u5bf9\u914d\u5907\u65b0\u4eba\u5de5\u667a\u80fd\u6280\u672f\u7684\u4e2a\u4eba\u7535\u8111\u7684\u9700\u6c42\u5c06\u4e0d\u65ad\u589e\u52a0\u3002\u6b64\u5916\uff0c\u4f9b\u5e94\u5546\u4e5f\u5728\u4e3a\u66f4\u6362\u9700\u6c42\u505a\u66f4\u591a\u51c6\u5907\uff0c\u81ea\u65b0\u51a0\u75ab\u60c5\u671f\u95f4\u7684\u6570\u5b57\u70ed\u6f6e\u4ee5\u6765\uff0c\u8bb8\u591a\u6d88\u8d39\u8005\u9884\u8ba1\u5c06\u66f4\u6362\u4f7f\u7528\u4e86\u4e24\u5e74\u591a\u7684\u4e2a\u4eba\u7535\u8111\u3001\u914d\u4ef6\u548c\u5916\u56f4\u8bbe\u5907\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u3002<\/strong>\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\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6<\/strong>\n    <img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-blue-and-white-rectangular-box-with-white-text-19.png\" class=\"wp-image-44147\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-blue-and-white-rectangular-box-with-white-text-19.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-blue-and-white-rectangular-box-with-white-text-19-300x64.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=\"1177\" height=\"619\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-graph-with-lines-and-numbers-description-automa-2.png\" alt=\"A graph with lines and numbers\n\nDescription automatically generated with medium confidence\" class=\"wp-image-44148\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-graph-with-lines-and-numbers-description-automa-2.png 1177w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-graph-with-lines-and-numbers-description-automa-2-300x158.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-graph-with-lines-and-numbers-description-automa-2-1024x539.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-graph-with-lines-and-numbers-description-automa-2-768x404.png 768w\" sizes=\"(max-width: 1177px) 100vw, 1177px\" \/><\/figure>\n\n\n\n<p class=\"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\/05\/word-image-240.png\" alt=\"\" class=\"wp-image-44149\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-240.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-240-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-44059-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-241.png\" class=\"wp-image-44150\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-241.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-241-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-241-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u7b2c\u4e00\u592a\u9633\u80fd (FSLR US)\uff1a\u5173\u7a0e\u5e26\u6765\u7684\u6f5c\u5728\u5229\u597d<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a188\uff0c\u76ee\u6807\u4ef7\uff1a210\uff0c\u6b62\u635f\u4ef7\uff1a177<\/strong>\n  <\/li><li>\n    \u7b2c\u4e00\u592a\u9633\u80fd\u8bbe\u8ba1\u548c\u5236\u9020\u592a\u9633\u80fd\u6a21\u7ec4\u3002\u8be5\u516c\u53f8\u91c7\u7528\u8584\u819c\u534a\u5bfc\u4f53\u6280\u672f\u5236\u9020\u53d1\u7535\u592a\u9633\u80fd\u6a21\u7ec4\u3002\n  <\/li><li><strong>\u52302026\u5e74\u6570\u636e\u4e2d\u5fc3\u7684\u7535\u529b\u9700\u6c42\u5c06\u7ffb\u500d\u3002 <\/strong>2024\u5e74\u56fd\u9645\u80fd\u6e90\u603b\u7f72\u7535\u529b\u62a5\u544a\u663e\u793a\uff0c\u52302026\u5e74\u6570\u636e\u4e2d\u5fc3\u3001\u52a0\u5bc6\u8d27\u5e01\u548c\u4eba\u5de5\u667a\u80fd\u7684\u5168\u7403\u7535\u529b\u9700\u6c42\u9884\u8ba1\u5c06\u589e\u52a0\u8fd1\u4e00\u500d\uff0c\u8fbe\u5230620\u81f31050\u592a\u74e6\u65f6(TWh)\uff0c\u57fa\u672c\u60c5\u51b5\u7565\u9ad8\u4e8e800\u592a\u74e6\u65f6\uff0c\u9ad8\u4e8e2022\u5e74\u7684460\u592a\u74e6\u65f6\u3002\n  <\/li><li><strong>\u5bf9\u4e2d\u56fd\u5149\u4f0f\u4ea7\u54c1\u7684\u6f5c\u5728\u5173\u7a0e\u3002<\/strong>\u9884\u8ba1\u62dc\u767b\u653f\u5e9c\u5c06\u5bf9\u534a\u5bfc\u4f53\u3001\u7535\u52a8\u6c7d\u8f66\u3001\u592a\u9633\u80fd\u7b493\u4e2a\u9886\u57df\u7684\u4e2d\u56fd\u4ea7\u54c1\u5f81\u6536\u65b0\u7684\u5173\u7a0e\u3002\u7f8e\u56fd\u5149\u4f0f\u4ea7\u54c1\u5c06\u4ece\u65b0\u4e00\u8f6e\u5173\u7a0e\u4e2d\u53d7\u76ca\uff0c\u56e0\u4e3a\u4e2d\u56fd\u7684\u8fdb\u53e3\u4ef7\u683c\u5c06\u53d8\u5f97\u6ca1\u6709\u5438\u5f15\u529b\u3002\u6b64\u5916\uff0c\u4e00\u65e6\u5f81\u6536\u5173\u7a0e\uff0c\u6b27\u6d32\u53ef\u80fd\u4f1a\u6548\u4eff\u7f8e\u56fd\u3002\n  <\/li><li><strong>\u592a\u9633\u80fd\u9700\u6c42\u5c06\u589e\u957f\u3002<\/strong>\u5728\u672a\u6765\u51e0\u5e74\uff0c\u592a\u9633\u80fd\u7535\u6c60\u677f\u7684\u5b89\u88c5\u9884\u8ba1\u5c06\u5728\u7f8e\u56fd\u5927\u5e45\u589e\u52a0\uff0c\u4ee5\u6ee1\u8db3\u98d9\u5347\u7684\u7535\u529b\u9700\u6c42\uff0c\u7279\u522b\u662f\u7531\u6570\u636e\u4e2d\u5fc3\u3001\u7535\u52a8\u6c7d\u8f66\u548c\u52a0\u70ed\/\u51b7\u5374\u7cfb\u7edf\u9a71\u52a8\u3002\u592a\u9633\u80fd\u662f\u7f8e\u56fd\u589e\u957f\u6700\u5feb\u7684\u80fd\u6e90\u4e4b\u4e00\uff0c\u5c3d\u7ba1\u9762\u4e34\u8bb8\u53ef\u5ef6\u8bef\u548c\u8d44\u672c\u6210\u672c\u589e\u52a0\u7b49\u6311\u6218\uff0c\u4f46\u9884\u8ba1\u5c06\u5927\u5e45\u6269\u5f20\u3002\u4e3a\u4e86\u5e94\u5bf9\u65e5\u76ca\u589e\u957f\u7684\u9700\u6c42\uff0c\u592a\u9633\u80fd\u516c\u53f8\u8ba1\u5212\u5728\u62dc\u767b\u603b\u7edf\u7684\u300a\u901a\u8d27\u81a8\u80c0\u524a\u51cf\u6cd5\u6848\u300b\u7684\u7a0e\u6536\u6fc0\u52b1\u4e0b\u63d0\u9ad8\u5236\u9020\u80fd\u529b\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u8d85\u9884\u671f\u3002<\/strong>\u8425\u6536\u4e3a7.94\u4ebf\u7f8e\u5143\uff0c\u5e74\u589e44.8%\uff0c\u8d85\u9884\u671f7,190\u4e07\u7f8e\u5143\u3002 GAAP\u6bcf\u80a1\u76ca\u4e3a2.20\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.22\u7f8e\u5143\u3002 24\u8d22\u5e74\u8425\u6536\u6307\u5f15\u9884\u8ba1\u51c0\u8425\u653644\u4ebf\u7f8e\u5143\u81f346\u4ebf\u7f8e\u5143\uff0c\u5e02\u573a\u9884\u671f\u4e3a45.1\u4ebf\u7f8e\u5143\u3002\u6bcf\u80a1\u6536\u76ca13\u7f8e\u5143\u81f314\u7f8e\u5143\uff0c\u800c\u5e02\u573a\u9884\u671f\u4e3a13.6\u7f8e\u5143\u3002\u9884\u8ba1\u9500\u552e\u8ba2\u5355\u4e3a78.3\u5409\u74e6\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6<\/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\/05\/a-blue-and-white-rectangular-object-with-numbers-1.png\" alt=\"A blue and white rectangular object with numbers\n\nDescription automatically generated\" class=\"wp-image-44151\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-blue-and-white-rectangular-object-with-numbers-1.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-blue-and-white-rectangular-object-with-numbers-1-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><br><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><img loading=\"lazy\" decoding=\"async\" width=\"1554\" height=\"595\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-graph-on-a-screen-description-automatically-gen-24.png\" class=\"wp-image-44152\" alt=\"A graph on a screen\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-graph-on-a-screen-description-automatically-gen-24.png 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-graph-on-a-screen-description-automatically-gen-24-300x115.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-graph-on-a-screen-description-automatically-gen-24-1024x392.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-graph-on-a-screen-description-automatically-gen-24-768x294.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-graph-on-a-screen-description-automatically-gen-24-1536x588.png 1536w\" sizes=\"(max-width: 1554px) 100vw, 1554px\" \/><\/h3>\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-44059-_i97spf5o8m4c\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-242.png\" class=\"wp-image-44153\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-242.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-242-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-242-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-44059-_jovpx3ajfm4s\"><\/a><strong>\u65b0\u7d00\u5143\u80fd\u6e90\u516c\u53f8 (NEE US)\uff1a\u9884\u89c1\u7535\u529b\u4f9b\u5e94\u7f3a\u53e3<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a72\uff0c\u76ee\u6807\u4ef7\uff1a80\uff0c\u6b62\u635f\u4ef7\uff1a68<\/strong>\n  <\/li><li>\n    \u65b0\u7eaa\u5143\u80fd\u6e90\u516c\u53f8\u901a\u8fc7\u5176\u5b50\u516c\u53f8,\u4e3a\u5317\u7f8e\u7684\u96f6\u552e\u548c\u6279\u53d1\u5ba2\u6237\u751f\u4ea7\u3001\u4f20\u8f93\u3001\u5206\u914d\u548c\u9500\u552e\u7535\u529b\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u98ce\u80fd\u3001\u592a\u9633\u80fd\u3001\u6838\u80fd\u3001\u5929\u7136\u6c14\u548c\u5176\u4ed6\u6e05\u6d01\u80fd\u6e90\u53d1\u7535\u3002\n  <\/li><li><strong>\u7535\u529b\u662f\u4eba\u5de5\u667a\u80fd\u7684\u57fa\u7840\u3002<\/strong>\u4eca\u5e74\u4ee5\u6765\u79d1\u6280\u53ca\u82af\u7247\u5de8\u5934\u5747\u8c08\u53ca\u5728\u4eba\u5de5\u667a\u80fd\u6d6a\u6f6e\u4e2d\u7535\u529b\u4f9b\u5e94\u7684\u7f3a\u53e3\u3002\u5373\u4f7f\u5728\u5f53\u524d\u901a\u80c0\u987d\u56fa\u53ca\u9ad8\u606f\u73af\u5883\u4e0b\uff0c\u7535\u529b\u516c\u53f8\u4ecd\u79ef\u6781\u589e\u52a0\u65b0\u80fd\u6e90\u53d1\u7535\u7684\u6295\u8d44\u3002\u672a\u6765\u6570\u5e74\u662f\u7535\u529b\u516c\u53f8\u76c8\u5229\u589e\u957f\u7684\u6536\u83b7\u671f\uff0c\u8d44\u91d1\u5728\u53bb\u5e74\u5df2\u7ecf\u79ef\u6781\u5e03\u5c40\u7535\u529b\u677f\u5757\u3002\n  <\/li><li><strong>\u4e24\u5927\u4e1a\u52a1\u677f\u5757\u5747\u6709\u826f\u597d\u589e\u957f\u524d\u666f\u3002<\/strong>\u4f5b\u7f57\u91cc\u8fbe\u516c\u7528\u4e8b\u4e1a\u90e8\u95e8\u62e5\u6709590\u4e07\u6237\u6237\uff0c\u670d\u52a1\u7ea61200\u4e07\u4eba\u53e3\uff1b\u75ab\u60c5\u4ee5\u6765\u91d1\u878d\u673a\u6784\u53ca\u79d1\u6280\u516c\u53f8\u5728\u4f5b\u7f57\u91cc\u8fbe\u5dde\u5f00\u8bbe\u5206\u90e8\u3002\u6b64\u5916\uff0c\u8be5\u5dde\u4e00\u76f4\u53d7\u9ad8\u51c0\u503c\u79fb\u6c11\u9752\u775e\u3002\u65b0\u80fd\u6e90\u4e1a\u52a1\u5305\u542b\u6838\u80fd\u3001\u98ce\u80fd\u3001\u592a\u9633\u80fd\u4ee5\u53ca\u50a8\u80fd\u7b49\uff1b\u8be5\u90e8\u95e8\u57282024\/2025\u9884\u671f\u88c5\u673a\u91cf\u5206\u522b\u4e3a12.1\u81f314.6\u5409\u74e6\u548c20.6\u81f327.2\u5409\u74e6\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u8425\u6536\u4e3a57.3\u4ebf\u7f8e\u5143,\u540c\u6bd4\u4e0b\u964d14.7%\uff0c\u4f4e\u4e8e\u9884\u671f7.5\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.91\u7f8e\u5143,\u8d85\u51fa\u9884\u671f0.13\u7f8e\u5143\u3002\u9884\u8ba12024\u5e74\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u5c06\u57283.23\u7f8e\u5143\u81f33.43\u7f8e\u5143\u4e4b\u95f4\uff0c\u800c\u5e02\u573a\u666e\u904d\u9884\u671f\u4e3a3.40\u7f8e\u5143\u30022025\u5e74\u9884\u671f\u4e3a3.45\u81f33.70\u7f8e\u5143\uff0c\u5e02\u573a\u9884\u671f\u4e3a3.67\u7f8e\u5143\uff1b2026\u5e74\u9884\u671f\u4e3a3.63\u81f34.00\u7f8e\u5143\uff0c\u5e02\u573a\u9884\u671f\u4e3a3.96\u7f8e\u5143\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6<\/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\/05\/a-blue-and-white-rectangular-box-with-numbers-des-20.png\" alt=\"A blue and white rectangular box with numbers\n\nDescription automatically generated\" class=\"wp-image-44154\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-blue-and-white-rectangular-box-with-numbers-des-20.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-blue-and-white-rectangular-box-with-numbers-des-20-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><img loading=\"lazy\" decoding=\"async\" width=\"1554\" height=\"652\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-graph-on-a-white-background-description-automat-13.png\" class=\"wp-image-44155\" alt=\"A graph on a white background\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-graph-on-a-white-background-description-automat-13.png 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-graph-on-a-white-background-description-automat-13-300x126.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-graph-on-a-white-background-description-automat-13-1024x430.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-graph-on-a-white-background-description-automat-13-768x322.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-graph-on-a-white-background-description-automat-13-1536x644.png 1536w\" sizes=\"(max-width: 1554px) 100vw, 1554px\" \/><\/h3>\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-44059-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-243.png\" class=\"wp-image-44156\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-243.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-243-300x64.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\/05\/word-image-244.png\" alt=\"\" class=\"wp-image-44157\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-244.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/word-image-244-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Take profit on Costco Wholesale Corp (COST US) at US$787.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"443\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-screenshot-of-a-data-sheet-description-automati-2.png\" alt=\"A screenshot of a data sheet\n\nDescription automatically generated\" class=\"wp-image-44158\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-screenshot-of-a-data-sheet-description-automati-2.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-screenshot-of-a-data-sheet-description-automati-2-300x141.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/05\/a-screenshot-of-a-data-sheet-description-automati-2-768x361.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. Dow jumps more than 100 points to post 8th winning day and best week of 2024: Live updates 2. US consumer sentiment at six-month low; inflation expectations rise 3. Fed officials mull whether rates high enough as inflation expectations jump 4. Gold [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":15557,"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-44059","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\/2022\/05\/Thumbnail_media.jpg?wsr",620,349,false],"thumbnail":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/Thumbnail_media-150x150.jpg?wsr",150,150,true],"medium":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/Thumbnail_media-300x169.jpg?wsr",300,169,true],"medium_large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/Thumbnail_media.jpg?wsr",620,349,false],"large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/Thumbnail_media.jpg?wsr",620,349,false],"1536x1536":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/Thumbnail_media.jpg?wsr",620,349,false],"2048x2048":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/Thumbnail_media.jpg?wsr",620,349,false]},"uagb_author_info":{"display_name":"Alyssa Tee","author_link":"https:\/\/www.kgieworld.sg\/research\/author\/alyssa-teekgi-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 jumps more than 100 points to post 8th winning day and best week of 2024: Live updates 2. US consumer sentiment at six-month low; inflation expectations rise 3. Fed officials mull whether rates high enough as inflation expectations jump 4. Gold&hellip;","_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/44059","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\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/comments?post=44059"}],"version-history":[{"count":3,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/44059\/revisions"}],"predecessor-version":[{"id":44160,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/44059\/revisions\/44160"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media\/15557"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media?parent=44059"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/categories?post=44059"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/tags?post=44059"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}