{"id":45788,"date":"2024-06-07T07:00:00","date_gmt":"2024-06-06T23:00:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=45788"},"modified":"2024-06-07T11:19:43","modified_gmt":"2024-06-07T03:19:43","slug":"kgi-daily-trading-ideas-07-jun-2024-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-07-jun-2024-zh\/","title":{"rendered":"2024\u5e7406\u670807\u65e5: \u798f\u6839\u96c6\u56e2 (FRKN SP), \u5b89\u8e0f\u4f53\u80b2\u7528\u54c1(2020 HK), \u767e\u601d\u4e70 (BBY 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\" id=\"sp\"><img fetchpriority=\"high\" decoding=\"async\" width=\"829\" height=\"104\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-63.png\" alt=\"\" class=\"wp-image-45482\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-63.png 829w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-63-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-63-768x96.png 768w\" sizes=\"(max-width: 829px) 100vw, 829px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-45788-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"941\" height=\"412\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/image-6.png\" alt=\"\" class=\"wp-image-45891\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/image-6.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/image-6-300x131.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/image-6-768x336.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><p><strong>News Feed<\/strong>\n<\/p><\/td><\/tr><tr><td><p>   1. <a style=\"font-family: inherit; font-size: inherit; font-weight: inherit;\" href=\"https:\/\/www.cnbc.com\/2024\/06\/06\/stock-market-today-live-updates.html\">Stock futures are little changed as investors brace for May jobs report<\/a><\/p><\/td><\/tr><tr><td><p>   2.  <a style=\"font-family: inherit; font-size: inherit; font-weight: inherit;\" href=\"https:\/\/www.businesstimes.com.sg\/international\/us-productivity-growth-slowed-early-2024\">US productivity growth slowed in early 2024<\/a><\/p><\/td><\/tr><tr><td><p>   3.  <a style=\"font-family: inherit; font-size: inherit; font-weight: inherit;\" href=\"https:\/\/www.businesstimes.com.sg\/international\/us-trade-gap-widens-largest-18-months\">US trade gap widens to largest in 18 months<\/a><\/p><\/td><\/tr><tr><td><p>   4.  <a style=\"font-family: inherit; font-size: inherit; font-weight: inherit;\" href=\"https:\/\/www.businesstimes.com.sg\/international\/us-proposes-boost-internet-security-citing-chinese-carrier-action\">US proposes to boost Internet security, citing Chinese carrier action<\/a><\/p><\/td><\/tr><tr><td><p>   5.  <a style=\"font-family: inherit; font-size: inherit; font-weight: inherit;\" href=\"https:\/\/www.cnbc.com\/2024\/06\/06\/salesforce-to-open-new-ai-center-in-london-in-uk-investment-drive.html\">Salesforce to open new AI center in London as part of $4 billion UK investment<\/a><\/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\/06\/word-image-192.png\" alt=\"\" class=\"wp-image-45792\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-192.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-192-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-45788-_qqv3rtx8nazp\"><\/a><a id=\"post-45788-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1801\" height=\"790\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-screen-shot-of-a-graph-description-automaticall-6.png\" alt=\"A screen shot of a graph\n\nDescription automatically generated\" class=\"wp-image-45793\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-screen-shot-of-a-graph-description-automaticall-6.png 1801w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-screen-shot-of-a-graph-description-automaticall-6-300x132.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-screen-shot-of-a-graph-description-automaticall-6-1024x449.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-screen-shot-of-a-graph-description-automaticall-6-768x337.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-screen-shot-of-a-graph-description-automaticall-6-1536x674.png 1536w\" sizes=\"(max-width: 1801px) 100vw, 1801px\" \/><\/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.msn.com\/en-xl\/money\/other\/hong-kong-stocks-rise-as-investors-bet-on-china-s-economic-rebound-fed-rate-cut\/ar-BB1nIsak\">Hong Kong stocks rise as investors bet on China\u2019s economic rebound, Fed rate cut<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/finance.yahoo.com\/news\/china-property-stocks-fall-20-021549892.html\">China Property Stocks Fall 20% From May High as Concerns Linger<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.reuters.com\/business\/environment\/china-establish-carbon-footprint-management-system-by-2027-2024-06-05\/\">China plans new carbon measurement standards to boost climate efforts<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/global\/chinas-big-chip-fund-exceed-us47-5-billion-goal-adviser-says\">China\u2019s big chip fund to exceed US$47.5 billion goal, adviser says<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/hong-kong-announces-blanket-ban-e-cigarettes\">Hong Kong announces blanket ban of e-cigarettes<\/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\/06\/word-image-193.png\" alt=\"\" class=\"wp-image-45794\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-193.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-193-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h1 class=\"wp-block-heading\"><a id=\"post-45788-_7c2gwybbbr90\"><\/a><\/h1>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-45788-_9i0c554gtu0u\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-194.png\" class=\"wp-image-45795\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-194.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-194-300x64.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\u534a\u5bfc\u4f53\u884c\u4e1a\u590d\u82cf\u6b65\u5165\u6b63\u8f68<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.50\uff0c\u76ee\u6807\u4ef7\uff1a1.74\uff0c\u6b62\u635f\u4ef7\uff1a1.38<\/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>\u82f1\u4f1f\u8fbe\u7684\u4e1a\u7ee9\u518d\u6b21\u597d\u4e8e\u9884\u671f\u3002<\/strong>\u82f1\u4f1f\u8fbe\u6700\u8fd1\u516c\u5e03\u7684\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u8d85\u51fa\u9884\u671f\uff0c\u5176\u6536\u5165\u540c\u6bd4\u589e\u957f\u4e24\u500d\uff0c\u8fbe\u5230260\u4ebf\u7f8e\u5143\uff0c\u5229\u6da6\u4e5f\u5927\u5927\u8d85\u51fa\u9884\u671f\u3002\u8be5\u516c\u53f8\u9884\u8ba1\u7b2c\u4e8c\u5b63\u5ea6\u6536\u5165\u7ea6\u4e3a280\u4ebf\u7f8e\u5143\uff0c\u9ad8\u4e8e\u9884\u671f\uff0c\u8d85\u8fc7\u5206\u6790\u5e08\u9884\u6d4b\u7684268\u4ebf\u7f8e\u5143\u3002\u8fd9\u79cd\u79ef\u6781\u7684\u524d\u666f\u662f\u7531\u5bf9\u4eba\u5de5\u667a\u80fd\u82af\u7247\u7684\u5f3a\u52b2\u9700\u6c42\u63a8\u52a8\u7684\u3002\u5b83\u7684\u9996\u5e2d\u6267\u884c\u5b98\u5ba3\u79f0\u8fd9\u662f\u4e00\u573a\u65b0\u5de5\u4e1a\u9769\u547d\u7684\u5f00\u59cb\u3002\u82f1\u4f1f\u8fbe\u76ee\u524d\u5f97\u5230\u4e86\u4e9a\u9a6c\u900a\u548c\u8c37\u6b4c\u7b49\u5927\u578b\u79d1\u6280\u516c\u53f8\u4f7f\u7528\u7684\u4eba\u5de5\u667a\u80fd\u52a0\u901f\u5668\u7684\u652f\u6301\u3002\u5c3d\u7ba1\u4f9b\u4e0d\u5e94\u6c42\uff0c\u4f46\u82f1\u4f1f\u8fbe\u7684\u76ee\u6807\u662f\u5c06\u5176\u5e02\u573a\u4ece\u8d85\u5927\u89c4\u6a21\u6269\u5c55\u5230\u533b\u7597\u4fdd\u5065\u548c\u6c7d\u8f66\u7b49\u884c\u4e1a\u3002\u8fd9\u79cd\u79ef\u6781\u7684\u9700\u6c42\u9884\u8ba1\u5c06\u6269\u5c55\u5230\u6cd5\u56fd\u534a\u5bfc\u4f53\u90e8\u95e8\uff0c\u8be5\u90e8\u95e8\u7ea6\u5360\u5176\u8d22\u653f\u6536\u5165\u768441%\u3002\n  <\/li><li><strong>\u826f\u597d\u7684\u4e1a\u7ee9\u3002<\/strong>\u798f\u6839\u96c6\u56e2\u7684\u6536\u5165\u540c\u6bd4\u589e\u957f12.2%\uff0c\u8fbe\u52301.936\u4ebf\u65b0\u5143\uff0c\u5176\u4e2d\u673a\u7535\u90e8\u95e8\u589e\u957f14.4%\uff0c\u8fbe\u52301.7010\u4ebf\u65b0\u5143\uff0c\u4e3b\u8981\u6765\u81ea\u534a\u5bfc\u4f53\u3001\u533b\u7597\u548c\u5206\u6790\u751f\u547d\u79d1\u5b66\u9886\u57df\u3002\u8be5\u516c\u53f8\u62a5\u544a\u79f0\uff0c\u7531\u4e8e\u6bdb\u5229\u7387\u4e0a\u5347\u548c\u6536\u5165\u589e\u957f\uff0c\u7b2c\u4e00\u5b63\u5ea6\u51c0\u5229\u6da6\u4e3a900\u4e07\u65b0\u5143\uff0c\u6bd4\u4e0a\u5e74\u540c\u671f\u7684520\u4e07\u65b0\u5143\u589e\u957f73%\u3002IMS\u90e8\u95e8\u7684\u6536\u5165\u4fdd\u6301\u7a33\u5b9a\uff0c\u4e3a2280\u4e07\u65b0\u5143\uff0c\u5176\u4e2d\u6c7d\u8f66\u4e1a\u52a1\u7684\u4e0b\u964d\u88ab\u6d88\u8d39\u548c\u5de5\u4e1a\u7535\u5b50\u4e1a\u52a1\u7684\u5927\u5e45\u589e\u957f\u6240\u62b5\u6d88\u3002\u6bdb\u5229\u7387\u63d0\u9ad8\u81f313.7%\u3002\u7531\u4e8e\u5168\u7403\u7ecf\u6d4e\u7684\u4e0d\u786e\u5b9a\u6027\uff0c\u8be5\u516c\u53f8\u4ecd\u6301\u8c28\u614e\u6001\u5ea6\uff0c\u9884\u8ba124\u5e74\u4e0a\u534a\u5e74\u7684\u6536\u5165\u5c06\u4e0e23\u5e74\u4e0b\u534a\u5e74\u76f8\u5f53\uff0c\u534a\u5bfc\u4f53\u3001\u533b\u7597\u548c\u5206\u6790\u751f\u547d\u79d1\u5b66\u9886\u57df\u7684\u6536\u5165\u5c06\u589e\u957f\uff0c\u4f46\u6c7d\u8f66\u548c\u5de5\u4e1a\u81ea\u52a8\u5316\u6536\u5165\u5c06\u653e\u7f13\u3002\u9884\u8ba1\u798f\u6839\u5c06\u4e0e\u534a\u5bfc\u4f53\u884c\u4e1a\u7684\u5176\u4ed6\u516c\u53f8\u4e00\u8d77\u590d\u82cf\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u3002<\/strong>24\u5e74\u7b2c\u4e00\u5b63\u5ea6\u6536\u5165\u589e\u957f12.2%\uff0c\u81f31.936\u4ebf\u65b0\u5143\uff0c\u800c23\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a1.225\u4ebf\u65b0\u5143\u3002\u7531\u4e8e\u66f4\u9ad8\u7684\u6536\u5165\u589e\u957f\u548c\u6bdb\u5229\u7387\uff0c\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f73%\uff0c\u4ece\u53bb\u5e74\u7684520\u4e07\u65b0\u5143\u589e\u81f3900\u4e07\u65b0\u5143\u3002\u6bdb\u5229\u7387\u4ece23\u5e74\u7b2c\u4e00\u5b63\u5ea6\u768412.3%\u63d0\u9ad8\u523024\u5e74\u7b2c\u4e00\u5b63\u5ea6\u768413.7%\uff0c\u8fd9\u5f52\u56e0\u4e8e\u66f4\u597d\u7684\u7ecf\u8425\u6760\u6746\u30022024\u5e74\u4e0a\u534a\u5e74\uff0c\u798f\u6839\u9884\u8ba1\u8425\u6536\u5c06\u4e0e2023\u5e74\u4e0b\u534a\u5e74\u76f8\u5f53\u3002\u534a\u5bfc\u4f53\u3001\u533b\u7597\u548c\u5206\u6790\u751f\u547d\u79d1\u5b66\u9886\u57df\u9884\u8ba1\u5c06\u6709\u6240\u6539\u5584\uff0c\u800c\u5de5\u4e1a\u81ea\u52a8\u5316\u548c\u6c7d\u8f66\u9886\u57df\u9884\u8ba1\u5c06\u653e\u7f13\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\/06\/word-image-195.png\" class=\"wp-image-45796\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-195.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-195-300x64.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=\"1227\" height=\"595\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-196.png\" alt=\"\" class=\"wp-image-45797\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-196.png 1227w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-196-300x145.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-196-1024x497.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-196-768x372.png 768w\" sizes=\"(max-width: 1227px) 100vw, 1227px\" \/><\/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\/06\/a-long-line-of-a-white-background-description-aut-7.png\" class=\"wp-image-45798\" 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\/06\/a-long-line-of-a-white-background-description-aut-7.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-long-line-of-a-white-background-description-aut-7-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/> <\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u838e\u59c6\u8fbe\u62c9 (SAMU SP)\uff1a\u8fd0\u8d39\u56de\u5347<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.00\uff0c\u76ee\u6807\u4ef7\uff1a1.20\uff0c\u6b62\u635f\u4ef7\uff1a0.90<\/strong>\n  <\/li><li>\n    \u838e\u59c6\u8fbe\u62c9\u822a\u8fd0\u6709\u9650\u516c\u53f8\u62e5\u6709\u5e76\u7ecf\u8425\u8fdc\u6d0b\u8239\u8236\uff0c\u5e76\u63d0\u4f9b\u96c6\u88c5\u7bb1\u652f\u7ebf\u822a\u8fd0\u670d\u52a1\u3002\u901a\u8fc7\u5176\u5b50\u516c\u53f8\uff0c\u8be5\u516c\u53f8\u8fd8\u62e5\u6709\u548c\u79df\u8d41\u8239\u8236\uff0c\u63d0\u4f9b\u6d77\u8fd0\u548c\u7a7a\u8fd0\u4ee3\u7406\uff0c\u5e76\u7ecf\u8425\u822a\u8fd0\u4ee3\u7406\u548c\u96c6\u88c5\u7bb1\u8d27\u8fd0\u7ad9\u670d\u52a1\u3002\n  <\/li><li><strong>\u4e9a\u6d32\u5185\u90e8\u8fd0\u8d39\u8fbe\u523030\u4e2a\u6708\u9ad8\u70b9\u3002<\/strong>\u4e9a\u6d32\u6e2f\u53e3\u7684\u62e5\u5835\u3001\u7ea2\u6d77\u7684\u6539\u9053\u4ee5\u53ca\u4e1c\u5357\u4e9a\u51fa\u53e3\u7684\u589e\u52a0\uff0c\u6b63\u63a8\u52a8\u4ece\u4e2d\u56fd\u51fa\u53d1\u7684\u90e8\u5206\u822a\u7ebf\u7684\u4e9a\u6d32\u5185\u90e8\u8fd0\u8d39\u5347\u81f330\u4e2a\u6708\u9ad8\u70b9\u3002\u822a\u7a7a\u516c\u53f8\u548c\u8d27\u8fd0\u4ee3\u7406\u62a5\u544a\u79f0\uff0c\u968f\u7740\u957f\u9014\u6d77\u8fd0\u516c\u53f8\u91cd\u65b0\u90e8\u7f72\u8239\u53ea\u5e76\u8df3\u8fc7\u533a\u57df\u8d38\u6613\uff0c\u4ee5\u652f\u6301\u4e1c\u897f\u5411\u7684\u5e72\u7ebf\u670d\u52a1\uff0c\u4e9a\u6d32\u5185\u90e8\u8d27\u8fd0\u91cf\u4e0d\u65ad\u4e0a\u5347\u3002\u9ad8\u6602\u7684\u79df\u8239\u8d39\u7387\u548c\u652f\u7ebf\u8239\u7684\u77ed\u7f3a\u4f7f\u822a\u8fd0\u516c\u53f8\u65e0\u6cd5\u79df\u8d41\u66f4\u591a\u7684\u8239\u8236\u6765\u89e3\u51b3\u8fd0\u529b\u4e0d\u8db3\u7684\u95ee\u9898\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4e0a\u6d77\u822a\u8fd0\u4ea4\u6613\u6240(\u51fa\u53e3)\u96c6\u88c5\u7bb1\u8fd0\u4ef7\u6307\u6570<\/strong>\n  <img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"617\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-with-lines-and-dots-description-automatic-12.png\" class=\"wp-image-45799\" alt=\"A graph with lines and dots\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-with-lines-and-dots-description-automatic-12.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-with-lines-and-dots-description-automatic-12-300x150.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-with-lines-and-dots-description-automatic-12-1024x514.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-with-lines-and-dots-description-automatic-12-768x385.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/>\n<\/p>\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>\u5168\u7403\u8fd0\u8d39\u98d9\u5347\u3002<\/strong>\u7a81\u7136\u7684\u96c6\u88c5\u7bb1\u8fd0\u529b\u7d27\u7f29\u5bfc\u81f4\u5168\u7403\u6d77\u8fd0\u8fd0\u4ef7\u98d9\u5347\uff0c\u6700\u8fd1\u8fd0\u4ef7\u4e0a\u6da8\u4e86\u7ea630%\uff0c\u9884\u8ba1\u8fd8\u4f1a\u8fdb\u4e00\u6b65\u4e0a\u6da8\uff0c\u4ece\u800c\u5f71\u54cd\u6d88\u8d39\u8005\u4ef7\u683c\u3002\u8fd9\u4e00\u6fc0\u589e\u7684\u539f\u56e0\u662f\u822a\u8fd0\u65fa\u5b63\u3001\u907f\u5f00\u7ea2\u6d77\u7684\u4e2d\u8f6c\u822a\u7ebf\u53d8\u957f\uff0c\u4ee5\u53ca\u4e9a\u6d32\u7684\u6076\u52a3\u5929\u6c14\uff0c\u5bfc\u81f4\u822a\u7a7a\u516c\u53f8\u8df3\u8fc7\u6e2f\u53e3\uff0c\u51cf\u5c11\u5728\u6e2f\u53e3\u7684\u65f6\u95f4\uff0c\u52a0\u5267\u4e86\u4f9b\u5e94\u94fe\u95ee\u9898\u3002\u7531\u4e8e\u9700\u6c42\u9ad8\u4f01\u548c\u7a7a\u7bb1\u8fd4\u56de\u5ef6\u8fdf\uff0c\u96c6\u88c5\u7bb1\u77ed\u7f3a\u4e25\u91cd\uff0c\u7f8e\u56fd\u822a\u7ebf\u7684\u5373\u671f\u8fd0\u4ef7\u5df2\u98d9\u5347\u81f31,500\u7f8e\u5143\u3002\u8fd9\u79cd\u60c5\u51b5\u8ba9\u4eba\u60f3\u8d77Covid-19\u5927\u6d41\u884c\uff0c\u7269\u6d41\u4e13\u5bb6\u73b0\u5728\u9762\u4e34\u4ece\u4e9a\u6d32\u5230\u62c9\u4e01\u7f8e\u6d32\u3001\u6b27\u6d32\u548c\u7f8e\u56fd\u897f\u6d77\u5cb8\u7684\u8d38\u6613\u901a\u9053\u77ed\u7f3a\u3002\u9884\u8ba1\u76ee\u524d\u7684\u62e5\u5835\u548c\u8f83\u9ad8\u7684\u8d39\u7387\u5c06\u6301\u7eed\u4e0b\u53bb\uff0c\u5c24\u5176\u662f\u8003\u8651\u5230\u822a\u8fd0\u65fa\u5b63\u5c06\u63d0\u524d\u5f00\u59cb\uff0c\u4ee5\u907f\u514d\u79cb\u5b63\u4e1c\u6d77\u5cb8\u548c\u6d77\u6e7e\u6e2f\u53e3\u53ef\u80fd\u51fa\u73b0\u7684\u52b3\u52a8\u529b\u4e2d\u65ad\u3002\u822a\u8fd0\u516c\u53f8\u6b63\u5728\u63d0\u9ad8\u8fd0\u8d39\u5e76\u589e\u52a0\u9644\u52a0\u8d39\uff0cMSC\u5ba3\u5e0340\u82f1\u5c3a\u96c6\u88c5\u7bb1\u5230\u7f8e\u56fd\u897f\u6d77\u5cb8\u7684\u8fd0\u8d39\u4e3a8,000\u7f8e\u5143\u81f310,000\u7f8e\u5143\u3002\u8f83\u9ad8\u7684\u5229\u7387\u9884\u8ba1\u5c06\u4f7fSamudera\u53d7\u76ca\uff0c\u4f7f\u5176\u80fd\u591f\u5728\u4ef7\u683c\u4e0a\u6da8\u7684\u60c5\u51b5\u4e0b\u589e\u52a0\u6536\u5165\uff0c\u4ee5\u5e94\u5bf9\u9700\u6c42\u7684\u589e\u52a0\u3002\n  <\/li><li><strong>\u4ece\u65b0\u589e\u4e1a\u52a1\u4e2d\u83b7\u76ca\u3002<\/strong>12\u670827\u65e5\uff0c\u516c\u53f8\u5ba3\u5e03\u7b7e\u7f72\u4e86\u4e00\u4efd\u8c05\u89e3\u5907\u5fd8\u5f55\uff0c\u4ee51,260\u4e07\u7f8e\u5143\u7684\u4ef7\u683c\u6536\u8d2d\u4e24\u8258\u4e59\u70ef\u6c14\u8239\uff0c\u5206\u522b\u66f4\u540d\u4e3aSinar Ternate\u548cSinar Tidore\u3002\u8be5\u9879\u76ee\u4e8e2009\u5e74\u548c2010\u5e74\u5efa\u6210\uff0c\u4f4d\u4e8e\u5df4\u54c8\u9a6c\u7fa4\u5c9b\uff0c\u6536\u8d2d\u8d44\u91d1\u5c06\u6765\u81ea\u94f6\u884c\u501f\u6b3e\u548c\u5185\u90e8\u8d44\u6e90\u3002\u6b64\u6b21\u6536\u8d2d\u65e8\u5728\u6269\u5927Samudera\u7684\u8239\u961f\u5e76\u83b7\u5f97\u66f4\u591a\u7684\u79df\u8d41\u5408\u540c\uff0c\u5145\u5206\u5229\u7528\u5370\u5ea6\u5c3c\u897f\u4e9a\u4e0d\u65ad\u589e\u957f\u7684\u4e59\u70ef\u5e02\u573a\uff0c\u4e59\u70ef\u88ab\u5e7f\u6cdb\u7528\u4f5c\u77f3\u5316\u5de5\u5382\u7684\u539f\u6599\u3002\u5b83\u5ba3\u5e03\u7b2c\u4e8c\u8258\u8239Sinar Tidore\u4e8e2024\u5e744\u670824\u65e5\u4ea4\u4ed8\u3002\u8fd9\u5c06\u4f7f\u5176\u80fd\u591f\u627f\u62c5\u66f4\u591a\u7684\u5305\u673a\u5408\u540c\uff0c\u4ece\u800c\u589e\u52a0\u5176\u6536\u5165\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>23\u8d22\u5e74\u6536\u5165\u4e0b\u964d41.2%\u81f35.829\u4ebf\u7f8e\u5143\uff0c\u51c0\u5229\u6da6\u540c\u6bd4\u4e0b\u964d68.6%\u81f31.012\u4ebf\u7f8e\u5143\u3002\u4e0b\u964d\u7684\u539f\u56e0\u662f\u5c3d\u7ba1\u96c6\u88c5\u7bb1\u8fd0\u8f93\u91cf\u7565\u6709\u589e\u52a0\uff0c\u4f46\u96c6\u88c5\u7bb1\u8fd0\u8f93\u4e1a\u7684\u8fd0\u8d39\u8f83\u4f4e\u3002\u5728\u7b2c\u4e00\u5b63\u5ea6\uff0c\u5176\u96c6\u88c5\u7bb1\u6570\u91cf\u4fdd\u6301\u76f8\u5bf9\u7a33\u5b9a\uff0c\u800c\u8fd0\u8d39\u4ece\u6bcfTEU 371\u7f8e\u5143\u964d\u81f3244\u7f8e\u5143\u3002\u8239\u961f\u89c4\u6a21\u589e\u81f37\u8258\u3002\u6b64\u5916\uff0c\u7531\u4e8e\u83b7\u5f97\u4e86\u66f4\u591a\u7684\u7ba1\u7406\u5408\u540c\u548c\u5bf9\u5b58\u50a8\u5bb9\u91cf\u7684\u66f4\u9ad8\u9700\u6c42\uff0c\u5b58\u50a8\u5bb9\u91cf\u548c\u4ea4\u6613\u91cf\u5747\u540c\u6bd4\u589e\u957f\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n    <img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-blue-and-white-rectangular-object-with-white-tex-22.png\" class=\"wp-image-45800\" alt=\"A blue and white rectangular object with white text\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-blue-and-white-rectangular-object-with-white-tex-22.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-blue-and-white-rectangular-object-with-white-tex-22-300x64.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=\"1247\" height=\"578\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-with-lines-and-numbers-description-automa-13.png\" alt=\"A graph with lines and numbers\n\nDescription automatically generated with medium confidence\" class=\"wp-image-45801\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-with-lines-and-numbers-description-automa-13.png 1247w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-with-lines-and-numbers-description-automa-13-300x139.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-with-lines-and-numbers-description-automa-13-1024x475.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-with-lines-and-numbers-description-automa-13-768x356.png 768w\" sizes=\"(max-width: 1247px) 100vw, 1247px\" \/><\/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\/06\/word-image-197.png\" class=\"wp-image-45802\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-197.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-197-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-45788-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-198.png\" class=\"wp-image-45803\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-198.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-198-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-45788-_34eo5yf8y7pj\"><\/a><strong>\u5b89\u8e0f\u4f53\u80b2\u7528\u54c1(2020 HK)\uff1a\u4e3a\u5965\u8fd0\u4f1a\u505a\u51c6\u5907<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a86.5\uff0c\u76ee\u6807\u4ef7\uff1a93.5\uff0c\u6b62\u635f\u4ef7\uff1a83.0<\/strong>\n  <\/li><li>\n    \u5b89\u8e0f\u4f53\u80b2\u7528\u54c1\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u751f\u4ea7\u53ca\u9500\u552e\u4f53\u80b2\u7528\u54c1\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u7684\u4e3b\u8981\u4e1a\u52a1\u4e3a\u54c1\u724c\u8425\u9500\u3001\u751f\u4ea7\u3001\u8bbe\u8ba1\u3001\u91c7\u8d2d\u3001\u4f9b\u5e94\u94fe\u7ba1\u7406\u3001\u6279\u53d1\u53ca\u96f6\u552e\u54c1\u724c\u4f53\u80b2\u7528\u54c1\uff0c\u5305\u62ec\u978b\u7c7b\u3001\u670d\u88c5\u53ca\u914d\u9970\u3002\u8be5\u516c\u53f8\u900f\u8fc7\u591a\u5143\u5316\u54c1\u724c\u53d1\u6398\u4f53\u80b2\u7528\u54c1\u5e02\u573a\u7684\u6f5c\u529b\uff0c\u5305\u62ec\u201c\u5b89\u8e0f\u201d\u3001\u201cFILA\u201d\u3001\u201cDESCENTE\u201d\u53ca\u201cKOLON SPORT\u201d\u3002\u8be5\u516c\u53f8\u7684\u4ea7\u54c1\u9500\u5f80\u56fd\u5185\u548c\u56fd\u9645\u5e02\u573a\u3002\n  <\/li><li><strong>\u5373\u5c06\u5230\u6765\u7684\u4f53\u80b2\u8d5b\u4e8b\u3002<\/strong>\u9884\u8ba1\u5c06\u4e8e2024\u5e747\u670826\u65e5\u5f00\u5e55\u7684\u5df4\u9ece\u5965\u8fd0\u4f1a\u5c06\u63a8\u52a8\u4f53\u80b2\u7528\u54c1\u6d88\u8d39\u6fc0\u589e\u3002\u968f\u7740\u5965\u8fd0\u4f1a\u6fc0\u53d1\u5168\u6c11\u4f53\u80b2\u7cbe\u795e\uff0c\u5065\u8eab\u7231\u597d\u8005\u53ef\u80fd\u4f1a\u5bfb\u6c42\u5347\u7ea7\u6216\u8d2d\u4e70\u65b0\u8bbe\u5907\uff0c\u50cf\u4ed6\u4eec\u6700\u559c\u6b22\u7684\u8fd0\u52a8\u5458\u4e00\u6837\u8bad\u7ec3\u3002\u8fd9\u79cd\u5174\u8da3\u7684\u589e\u52a0\u4e5f\u53ef\u80fd\u4fc3\u8fdb\u4f53\u80b2\u53c2\u4e0e\u3002\u6b64\u5916\uff0c\u5a92\u4f53\u5bf9\u5965\u8fd0\u4f1a\u7684\u5e7f\u6cdb\u62a5\u9053\u5c06\u5c55\u793a\u6700\u65b0\u7684\u8fd0\u52a8\u88c5\u5907\u548c\u670d\u88c5\uff0c\u8fdb\u4e00\u6b65\u523a\u6fc0\u6d88\u8d39\u8005\u5bf9\u8fd9\u4e9b\u63d0\u9ad8\u6210\u7ee9\u548c\u65f6\u5c1a\u4ea7\u54c1\u7684\u9700\u6c42\u3002\u56e0\u6b64\uff0c\u5305\u62ec\u5b89\u8e0f\u5728\u5185\u7684\u4e2d\u56fd\u4f53\u80b2\u7528\u54c1\u96f6\u552e\u5546\u548c\u5236\u9020\u5546\u7684\u6536\u5165\u6709\u671b\u5927\u5e45\u589e\u957f\u3002\n  <\/li><li><strong>618\u8d2d\u7269\u8282\u3002<\/strong>\u4e2d\u56fd\u7684618\u8d2d\u7269\u8282\u5df2\u7ecf\u5f00\u59cb\uff0c\u5404\u5927\u7535\u5546\u5e73\u53f0\u90fd\u63d0\u4f9b\u4e86\u5927\u5e45\u6298\u6263\u548c\u4fc3\u9500\u3002\u5305\u62ec\u82f9\u679c\u3001\u5c0f\u7c73\u548c\u534e\u4e3a\u5728\u5185\u7684\u7ea6185\u4e2a\u54c1\u724c\u5728\u6dd8\u5b9d\u548c\u5929\u732b\u7684\u603b\u5546\u54c1\u4ef7\u503c\u90fd\u8d85\u8fc7\u4e861,380\u4e07\u7f8e\u5143\u3002\u6b64\u5916\uff0c\u6839\u636e\u521d\u6b65\u9500\u552e\u6570\u636e\uff0c\u5728\u6700\u521d\u7684\u4fc3\u9500\u671f\u95f4\uff0c\u7ea6\u67093.7\u4e07\u4e2a\u5176\u4ed6\u54c1\u724c\u5728\u8fd9\u4e9b\u5e73\u53f0\u4e0a\u7684\u9500\u552e\u989d\u540c\u6bd4\u7ffb\u4e86\u4e00\u756a\u3002\u9500\u552e\u671f\u95f4\u6d88\u8d39\u8005\u652f\u51fa\u7684\u6fc0\u589e\u9884\u8ba1\u4e5f\u5c06\u4f7f\u5b89\u8e0f\u4f53\u80b2\u4ea7\u54c1\u53d7\u76ca\u3002\n  <\/li><li><strong>\u65b0\u7684\u4f19\u4f34\u5173\u7cfb\u3002<\/strong>\u51ef\u91cc\u00b7\u6b27\u6587\u6700\u8fd1\u4e0e\u4ed6\u7684\u7236\u4eb2\u5fb7\u96f7\u514b\u00b7\u6b27\u6587\u7b7e\u8ba2\u4e86\u4e00\u4efd\u5b89\u8e0f\u4f53\u80b2\u7684\u804c\u4e1a\u7403\u978b\u5408\u540c\uff0c\u5176\u4e2d\u5305\u62ec\u4e00\u6b3e\u5c06\u4e8e9\u6708\u5728Foot Locker\u5546\u5e97\u53d1\u552e\u7684\u7b7e\u540d\u978b\u3002\u5b89\u8e0f\u4f53\u80b2\u5df2\u7ecf\u4e0e\u51ef\u91cc\u00b7\u6b27\u6587\u5408\u4f5c\u4e86\u4ee5\u4ed6\u7684\u540d\u5b57\u547d\u540d\u7684\u7b7e\u540d\u978b\u7cfb\u5217\uff0c\u6700\u8fd1\u4e5f\u53d1\u5e03\u4e86\u6700\u65b0\u7684\u7b7e\u540d\u8fd0\u52a8\u978b\u5b89\u8e0fKai 1\u201cChief hsamlons\u201d\u3002\u8fd9\u6b21\u4e0e\u6b27\u6587\u53ca\u5176\u7236\u4eb2\u7684\u65b0\u5408\u4f5c\u6807\u5fd7\u7740\u5b89\u8e0f\u5728\u56fd\u9645\u6269\u5f20\u65b9\u9762\u8fc8\u51fa\u4e86\u91cd\u8981\u7684\u4e00\u6b65\u3002\u901a\u8fc7\u63a8\u51fa\u72ec\u5bb6\u4ea7\u54c1\u7ebf\u548c\u5229\u7528\u6b27\u6587\u7684\u5f71\u54cd\u529b\uff0c\u5b89\u8e0f\u6b63\u5728\u6218\u7565\u6027\u5730\u5b9a\u4f4d\u81ea\u5df1\uff0c\u4ee5\u6269\u5927\u5176\u5168\u7403\u5e02\u573a\u5360\u6709\u7387\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u4e1a\u7ee9\u3002<\/strong>23\u8d22\u5e74\u6536\u5165\u540c\u6bd4\u589e\u957f16.2%\u81f3623.6\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c22\u8d22\u5e74\u4e3a536.5\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u96c6\u56e2\u8425\u4e1a\u5229\u6da6\u7387\u4e0a\u53473.7\u4e2a\u767e\u5206\u70b9\u81f324.6%\u3002\u51c0\u5229\u6da6\u572823\u8d22\u5e74\u589e\u957f34.9%\u81f3102.4\u4ebf\u5143\uff0c\u800c22\u8d22\u5e74\u4e3a75.9\u4ebf\u5143\u300223\u8d22\u5e74\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u589e\u957f30.9%\u81f33.69\u5143\u4eba\u6c11\u5e01\uff0c\u800c22\u8d22\u5e74\u4e3a2.82\u5143\u4eba\u6c11\u5e01\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\/06\/word-image-199.png\" class=\"wp-image-45804\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-199.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-199-300x64.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=\"1227\" height=\"595\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-200.png\" alt=\"\" class=\"wp-image-45805\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-200.png 1227w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-200-300x145.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-200-1024x497.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-200-768x372.png 768w\" sizes=\"(max-width: 1227px) 100vw, 1227px\" \/><\/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\/06\/word-image-201.png\" class=\"wp-image-45806\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-201.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-201-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u4e1c\u65b9\u6d77\u5916(\u56fd\u9645)(316 HK)\uff1a\u8fd0\u8d39\u98d9\u5347<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a131\uff0c\u76ee\u6807\u4ef7\uff1a145\uff0c\u6b62\u635f\u4ef7\uff1a124<\/strong>\n  <\/li><li>\n    \u4e1c\u65b9\u6d77\u5916\uff08\u56fd\u9645\uff09\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u8d27\u67dc\u8fd0\u8f93\u53ca\u7269\u6d41\u4e1a\u52a1\u7684\u6295\u8d44\u63a7\u80a1\u516c\u53f8\u3002\u516c\u53f8\u53ca\u5176\u5b50\u516c\u53f8\u901a\u8fc7\u4e24\u5927\u5206\u90e8\u8fd0\u8425\uff1a\u8d27\u67dc\u8fd0\u8f93\u53ca\u7269\u6d41\u5206\u90e8\uff0c\u4ee5\u53ca\u5176\u4ed6\u5206\u90e8\u3002\u8d27\u67dc\u8fd0\u8f93\u53ca\u7269\u6d41\u5206\u90e8\u4ece\u4e8b\u5728\u592a\u5e73\u6d0b\u533a\u3001\u5927\u897f\u6d0b\u533a\u3001\u6b27\u4e9a\u5730\u533a\u3001\u6fb3\u6d32\u4e0e\u4e9a\u6d32\u5730\u533a\uff0c\u548c\u4e9a\u6d32\u533a\u5185\u7b49\u4e3b\u8981\u822a\u7ebf\u8fdb\u884c\u73af\u7403\u8d27\u67dc\u8fd0\u8f93\u4e1a\u52a1\u3002\u9664\u6b64\u4e4b\u5916\uff0c\u5176\u4ea6\u5c31\u8d27\u7269\u6709\u6548\u50a8\u5b58\u53ca\u6d41\u52a8\u7684\u7ba1\u7406\u53ca\u7559\u63a7\u63d0\u4f9b\u7efc\u5408\u670d\u52a1\u3002\u5176\u4ed6\u5206\u90e8\u4ece\u4e8b\u51fa\u79df\u5546\u4e1a\u7269\u4e1a\u3002\n  <\/li><li><strong>\u6d77\u8fd0\u96c6\u88c5\u7bb1\u8fd0\u4ef7\u5927\u5e45\u4e0a\u6da8\u3002<\/strong>\u8fc7\u53bb\u4e00\u4e2a\u6708\uff0c\u5168\u7403\u73b0\u8d27\u8fd0\u8d39\u98d9\u5347\u903e30%\uff0c\u9884\u8ba1\u5c06\u8d85\u8fc7\u4eca\u5e74\u65e9\u4e9b\u65f6\u5019\u7ea2\u6d77\u5371\u673a\u671f\u95f4\u7684\u6c34\u5e73\u3002\u8fd9\u4e00\u589e\u957f\u662f\u7531\u4e8e\u822a\u8fd0\u65fa\u5b63\u3001\u907f\u5f00\u7ea2\u6d77\u7684\u4e2d\u8f6c\u822a\u7ebf\u66f4\u957f\uff0c\u4ee5\u53ca\u4e9a\u6d32\u7684\u6076\u52a3\u5929\u6c14\uff0c\u5bfc\u81f4\u822a\u7a7a\u516c\u53f8\u8df3\u8fc7\u6e2f\u53e3\uff0c\u51cf\u5c11\u6e2f\u53e3\u65f6\u95f4\uff0c\u52a0\u5267\u4e86\u4f9b\u5e94\u94fe\u95ee\u9898\u3002\u5728\u7f8e\u56fd\u822a\u7ebf\u4e0a\uff0c\u73b0\u8d27\u8fd0\u4ef7\u5df2\u98d9\u5347\u81f31,500\u7f8e\u5143\uff0c\u7531\u4e8e\u9700\u6c42\u65fa\u76db\u548c\u7a7a\u7bb1\u8fd4\u56de\u5ef6\u8fdf\uff0c\u96c6\u88c5\u7bb1\u4e25\u91cd\u77ed\u7f3a\u3002\u4e1c\u65b9\u6d77\u5916\u56fd\u9645\u4e00\u5b9a\u4f1a\u4ece\u8fd0\u8d39\u4e0a\u6da8\u4e2d\u53d7\u76ca\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5168\u7403\u8fd0\u4ef7\u6307\u6570<\/strong>\n  <img loading=\"lazy\" decoding=\"async\" width=\"971\" height=\"583\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-of-a-graph-description-automatically-gene-5.png\" class=\"wp-image-45807\" alt=\"A graph of a graph\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-of-a-graph-description-automatically-gene-5.png 971w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-of-a-graph-description-automatically-gene-5-300x180.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-of-a-graph-description-automatically-gene-5-768x461.png 768w\" sizes=\"(max-width: 971px) 100vw, 971px\" \/>\n<\/p>\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>\u6301\u7eed\u7684\u4f9b\u5e94\u94fe\u9006\u98ce\u3002<\/strong>\u5728\u7ea2\u6d77\u5bf9\u8239\u53ea\u7684\u6301\u7eed\u653b\u51fb\u4f7f\u822a\u8fd0\u8def\u7ebf\u7d27\u5f20\uff0c\u8feb\u4f7f\u8239\u53ea\u7ed5\u9053\u597d\u671b\u89d2\uff0c\u4ece\u800c\u589e\u52a0\u4e86\u4ece\u4e9a\u6d32\u5230\u4e2d\u4e1c\u7684\u8fd0\u8f93\u65f6\u95f4\u3002\u6b64\u5916\uff0c\u7f8e\u56fd\u5bf9\u4e2d\u56fd\u5546\u54c1\u5f81\u6536\u5173\u7a0e\u4fc3\u4f7f\u4e2d\u56fd\u51fa\u53e3\u5546\u52a0\u5feb\u53d1\u8d27\uff0c\u5728\u4f9b\u5e94\u7d27\u5f20\u7684\u60c5\u51b5\u4e0b\u8fdb\u4e00\u6b65\u63a8\u9ad8\u4e86\u5bf9\u96c6\u88c5\u7bb1\u7684\u9700\u6c42\u3002\u5168\u7403\u51fa\u53e3\u7684\u589e\u52a0\u548c\u822a\u884c\u65f6\u95f4\u7684\u5ef6\u957f\u5bfc\u81f4\u4e86\u5168\u7403\u51e0\u4e2a\u4e3b\u8981\u6e2f\u53e3\u7684\u62e5\u5835\u3002\u9884\u8ba1\u65fa\u5b63\u5f00\u59cb\u65f6\u822a\u8fd0\u9700\u6c42\u7684\u6fc0\u589e\u5c06\u5728\u77ed\u671f\u5185\u7ee7\u7eed\u63a8\u9ad8\u8fd0\u8d39\u3002\n  <\/li><li><strong>\u589e\u52a0\u6d77\u4e0a\u822a\u7ebf\u3002<\/strong>\u4e1c\u65b9\u6d77\u5916\u7684\u5b50\u516c\u53f8\u4e1c\u65b9\u6d77\u5916\u96c6\u88c5\u7bb1\u516c\u53f8(OOCL)\u5ba3\u5e03\u6269\u5927\u5176\u4e9a\u6d32-\u62c9\u4e01\u7f8e\u6d32\u7f51\u7edc\uff0c\u5f00\u901a\u8fde\u63a5\u4e2d\u56fd\u3001\u65e5\u672c\u3001\u97e9\u56fd\u548c\u58a8\u897f\u54e5\u6e2f\u53e3\u7684\u65b0\u670d\u52a1\u3002\u8fd9\u6761\u822a\u7ebf\u5c06\u63d0\u4f9b\u4e2d\u56fd\u3001\u97e9\u56fd\u548c\u58a8\u897f\u54e5\u4e4b\u95f4\u7684\u76f4\u8fbe\u822a\u7ebf\uff0c\u4ece\u9752\u5c9b\u5230\u6069\u585e\u7eb3\u8fbe\u7684\u822a\u884c\u65f6\u95f4\u4e3a15\u5929\uff0c\u5230\u66fc\u8428\u5c3c\u7ea6\u7684\u822a\u884c\u65f6\u95f4\u4e3a20\u5929\u3002\u8be5\u670d\u52a1\u5c06\u4f7f\u75288\u8258\u8239\uff0c\u5bb9\u91cf\u4ece4,000\u52306,000\u4e2a20\u82f1\u5c3a\u5f53\u91cf\u5355\u4f4d\u4e0d\u7b49\u3002\u6b64\u5916\uff0c\u4e1c\u65b9\u6d77\u5916\u8fd8\u5728\u6c99\u7279\u963f\u62c9\u4f2f\u548c\u6731\u62dc\u52d2\u5546\u4e1a\u6e2f\u4e4b\u95f4\u5f00\u901a\u4e86\u65b0\u7684\u6d77\u4e0a\u670d\u52a1\uff0c\u52a0\u5f3a\u4e86\u6c99\u7279\u963f\u62c9\u4f2f\u6e2f\u53e3\u4e0e\u963f\u8054\u914b\u3001\u79d1\u5a01\u7279\u548c\u5176\u4ed6\u6d77\u6e7e\u56fd\u5bb6\u6e2f\u53e3\u4e4b\u95f4\u7684\u8fde\u901a\u6027\u3002\u8fd9\u4e9b\u65b0\u822a\u7ebf\u9884\u8ba1\u5c06\u63d0\u632f\u4e1c\u65b9\u6d77\u5916\u56fd\u9645\u7684\u6536\u5165\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u4e1a\u7ee9\u3002<\/strong>\u8425\u6536\u4ece22\u8d22\u5e74\u7684198\u4ebf\u7f8e\u5143\u964d\u81f323\u8d22\u5e74\u768483.4\u4ebf\u7f8e\u5143\u3002\u51c0\u5229\u6da6\u4ece22\u8d22\u5e74\u768499.7\u4ebf\u7f8e\u5143\u964d\u81f323\u8d22\u5e74\u768413.7\u4ebf\u7f8e\u5143\u300223\u8d22\u5e74\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u964d\u81f32.07\u7f8e\u5143\uff0c\u800c22\u8d22\u5e74\u4e3a15.09\u7f8e\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\/06\/a-blue-and-white-rectangular-object-with-white-tex-23.png\" class=\"wp-image-45808\" alt=\"A blue and white rectangular object with white text\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-blue-and-white-rectangular-object-with-white-tex-23.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-blue-and-white-rectangular-object-with-white-tex-23-300x64.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=\"1188\" height=\"563\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-with-lines-and-numbers-description-automa-14.png\" alt=\"A graph with lines and numbers\n\nDescription automatically generated with medium confidence\" class=\"wp-image-45809\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-with-lines-and-numbers-description-automa-14.png 1188w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-with-lines-and-numbers-description-automa-14-300x142.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-with-lines-and-numbers-description-automa-14-1024x485.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-with-lines-and-numbers-description-automa-14-768x364.png 768w\" sizes=\"(max-width: 1188px) 100vw, 1188px\" \/><\/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\/06\/word-image-203.png\" alt=\"\" class=\"wp-image-45811\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-203.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-203-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-45788-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-205.png\" class=\"wp-image-45813\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-205.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-205-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-205-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u767e\u601d\u4e70 (BBY US)\uff1a\u6d88\u8d39\u7535\u5b50\u4ea7\u54c1\u7684\u4e0a\u5347\u5468\u671f<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a85\uff0c\u76ee\u6807\u4ef7\uff1a95\uff0c\u6b62\u635f\u4ef7\uff1a80<\/strong>\n  <\/li><li>\n    \u767e\u601d\u4e70\u516c\u53f8\u901a\u8fc7\u5176\u96f6\u552e\u5e97\u548c\u7f51\u7ad9\u96f6\u552e\u6d88\u8d39\u7535\u5b50\u4ea7\u54c1\u3001\u5bb6\u5ead\u529e\u516c\u4ea7\u54c1\u3001\u5a31\u4e50\u8f6f\u4ef6\u3001\u7535\u5668\u548c\u76f8\u5173\u670d\u52a1\u3002\u8be5\u516c\u53f8\u8fd8\u901a\u8fc7\u96f6\u552e\u5e97\u96f6\u552e\u9884\u5148\u5f55\u5236\u7684\u5bb6\u5ead\u5a31\u4e50\u4ea7\u54c1\u3002\u767e\u601d\u4e70\u5728\u7f8e\u56fd\u548c\u52a0\u62ff\u5927\u7ecf\u8425\u3002\n  <\/li><li><strong>\u6d88\u8d39\u7535\u5b50\u4ea7\u54c1\u89e6\u5e95\u53cd\u5f39\u3002<\/strong>\u5728\u65b0\u51a0\u75ab\u60c5\u671f\u95f4\uff0c\u667a\u80fd\u624b\u673a\u3001\u7b14\u8bb0\u672c\u7535\u8111\u3001\u5e73\u677f\u7535\u8111\u7b49\u6d88\u8d39\u7535\u5b50\u4ea7\u54c1\u7684\u9700\u6c42\u6fc0\u589e\uff0c\u662f\u7531\u4e8e\u5f3a\u5236\u5728\u5bb6\u529e\u516c\u7684\u5c01\u9501\u63aa\u65bd\u63a8\u52a8\u7684\uff0c\u5728\u7ecf\u6d4e\u91cd\u65b0\u5f00\u653e\u7684\u65f6\u5019\uff0c\u5c45\u5bb6\u529e\u516c\u6210\u4e3a\u4e86\u4e00\u79cd\u65f6\u5c1a\u3002\u8fd9\u4e9b\u4ea7\u54c1\u7684\u5e73\u5747\u6709\u6548\u671f\u4e3a4-5\u5e74\u3002\u56e0\u6b64\uff0c\u8ddd\u79bb\u65b0\u51a0\u80ba\u708e\u75ab\u60c5\u5df2\u7ecf\u8fc7\u53bb\u4e864\u5e74\u591a\uff0c\u65b0\u51a0\u80ba\u708e\u5373\u5c06\u8fdb\u5165\u66f4\u6362\u5468\u671f\u3002\u6b64\u5916\uff0c\u4eba\u5de5\u667a\u80fd(AI)\u7684\u51fa\u73b0\uff0c\u4fc3\u4f7f\u4f01\u4e1a\u5c06\u8fd9\u4e00\u9769\u547d\u6027\u529f\u80fd\u5d4c\u5165\u667a\u80fd\u624b\u673a\u548c\u4e2a\u4eba\u7535\u8111\u7b49\u4e0b\u4e00\u4ee3\u4ea7\u54c1\u4e2d\u3002\u5177\u6709\u4eba\u5de5\u667a\u80fd\u529f\u80fd\u7684\u5c0f\u5de5\u5177\u5c06\u65e0\u5904\u4e0d\u5728\uff0c\u5c31\u50cf\u5e26\u6444\u50cf\u5934\u7684\u624b\u673a\u4e00\u6837\u3002\u56e0\u6b64\uff0c\u65e7\u8bbe\u5907\u7684\u5927\u66f4\u6362\u5c06\u5728\u4e0b\u534a\u5e74\u5f00\u59cb\u3002\n  <\/li><li><strong>\u4e3b\u8981\u4f9b\u5e94\u5546\u7684\u4e50\u89c2\u6307\u5f15\u3002<\/strong>\u82f9\u679c\u5c06\u5347\u7ea7\u5176\u4eba\u5de5\u667a\u80fd\u529f\u80fd\uff0c\u5728\u4e0b\u4e00\u4ee3iPhone\u3001iPad\u548cMacbook\u4e0a\u53d6\u4ee3Siri\u3002\u7d22\u5c3c\u9884\u8ba1\u589e\u957f1%(\u4e0d\u5305\u62ec\u91d1\u878d\u670d\u52a1)\uff0c\u6e38\u620f\u3001\u56fe\u7247\u3001\u5a31\u4e50\u3001\u6280\u672f\u548c\u670d\u52a1\u4e1a\u52a1\u5c06\u7565\u6709\u653e\u7f13\u3002\u4e09\u661f\u9884\u8ba1\u667a\u80fd\u624b\u673a\/\u5e73\u677f\u7535\u8111\/\u53ef\u7a7f\u6234\u7535\u5b50\u4ea7\u54c1\/\u7535\u89c6\u5e02\u573a\u5c06\u4f1a\u589e\u957f\u3002LG\u9884\u8ba1\u7535\u89c6\u548c\u5c4f\u5e55\u7684\u9700\u6c42\u5c06\u5728\u4e0b\u534a\u5e74\u6062\u590d\u3002\u60e0\u666e\/\u6234\u5c14\/\u8054\u60f3\u5c06\u57282024\u5e74\u5e95\u524d\u53d1\u5e03\u4eba\u5de5\u667a\u80fd\u4e2a\u4eba\u7535\u8111\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u8d85\u9884\u671f\u3002<\/strong>\u6536\u5165\u540c\u6bd4\u4e0b\u964d6.5%\u81f388.5\u4ebf\u7f8e\u5143\uff0c\u4f4e\u4e8e\u9884\u671f1.2\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a1.20\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.13\u7f8e\u5143\u3002\u9884\u8ba125\u8d22\u5e74\u6536\u5165\u5c06\u4ece413\u4ebf\u7f8e\u5143\u589e\u81f3426\u4ebf\u7f8e\u5143\u3002\u53ef\u6bd4\u9500\u552e\u989d\u9884\u8ba1\u5c06\u5728-3.0%\u81f30.0%\u4e4b\u95f4\u3002Non-GAAP\u644a\u8584\u6bcf\u80a1\u6536\u76ca\u4f30\u8ba1\u57285.75\u7f8e\u5143\u81f36.20\u7f8e\u5143\u4e4b\u95f4\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\/06\/a-blue-and-white-rectangular-box-with-numbers-des-3.png\" alt=\"A blue and white rectangular box with numbers\n\nDescription automatically generated\" class=\"wp-image-45815\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-blue-and-white-rectangular-box-with-numbers-des-3.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-blue-and-white-rectangular-box-with-numbers-des-3-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"862\" height=\"519\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-206.png\" alt=\"\" class=\"wp-image-45817\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-206.png 862w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-206-300x181.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-206-768x462.png 768w\" sizes=\"(max-width: 862px) 100vw, 862px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-45788-_i97spf5o8m4c\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-208.png\" class=\"wp-image-45821\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-208.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-208-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-208-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-45788-_jovpx3ajfm4s\"><\/a><strong>\u8010\u514b(NKE US)\uff1a\u5c06\u5728\u5965\u8fd0\u4f1a\u4e0a\u95ea\u8000<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a95\uff0c\u76ee\u6807\u4ef7\uff1a110\uff0c\u6b62\u635f\u4ef7\uff1a88<\/strong>\n  <\/li><li>\n    \u8010\u514b\u4e3a\u7537\u6027\u3001\u5973\u6027\u548c\u513f\u7ae5\u8bbe\u8ba1\u3001\u5f00\u53d1\u548c\u9500\u552e\u8fd0\u52a8\u978b\u3001\u670d\u88c5\u3001\u8bbe\u5907\u548c\u914d\u4ef6\u4ea7\u54c1\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u81ea\u5df1\u7684\u5546\u5e97\u3001\u5b50\u516c\u53f8\u548c\u5206\u9500\u5546\u5411\u96f6\u552e\u5546\u5e97\u9500\u552e\u5176\u4ea7\u54c1\u3002NIKE\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002\n  <\/li><li><strong>\u5373\u5c06\u5230\u6765\u7684\u5965\u8fd0\u4f1a\u53ef\u80fd\u5e26\u6765\u8f6c\u673a\u3002<\/strong>\u4eca\u5e744\u6708\uff0c\u8010\u514b\u5728\u5df4\u9ece\u5965\u8fd0\u4f1a\u670d\u88c5\u53d1\u5e03\u4f1a\u4e0a\u4e3a\u8fd0\u52a8\u5458\u63a8\u51fa\u4e86\u5965\u8fd0\u4f1a\u4ea7\u54c1\u3002\u5e02\u573a\u53cd\u51fb\u8ba1\u5212\u662f\u901a\u8fc7\u8010\u514bAir\u8fd0\u52a8\u978b\u7684\u91cd\u65b0\u53d1\u660e\u3002\u65b0\u8bbe\u8ba1\u5305\u62ec\u4eba\u5de5\u667a\u80fd\u5bf9Air\u6280\u672f\u7684\u8be0\u91ca\uff0c\u8fd9\u4e5f\u662f\u4e0e\u8fd0\u52a8\u5458\u5171\u540c\u521b\u9020\u7684\u3002\u5728\u5168\u7403\u5730\u7f18\u653f\u6cbb\u7d27\u5f20\u5c40\u52bf\u65e5\u76ca\u52a0\u5267\u7684\u60c5\u51b5\u4e0b\uff0c\u8fd0\u52a8\u5458\u4e4b\u95f4\u7684\u8f83\u91cf\u88ab\u8ba4\u4e3a\u662f\u4e00\u79cd\u56fd\u529b\u7684\u8f83\u91cf\uff0c\u56e0\u6b64\u5965\u8fd0\u4f1a\u5438\u5f15\u4e86\u6bd4\u4ee5\u5f80\u4efb\u4f55\u65f6\u5019\u90fd\u591a\u7684\u89c2\u4f17\u3002\u7403\u8ff7\u7684\u652f\u6301\u5c06\u523a\u6fc0\u76f8\u5173\u8fd0\u52a8\u88c5\u5907\u7684\u6d88\u8d39\u3002\n  <\/li><li><strong>\u5468\u671f\u6027\u4e0a\u5347\u3002<\/strong>\u5728\u65b0\u51a0\u75ab\u60c5\u671f\u95f4\uff0c\u5728\u5bb6\u5de5\u4f5c\u523a\u6fc0\u4e86\u8fd0\u52a8\u88c5\u5907\u7684\u6d88\u8d39\u3002\u7136\u800c\uff0c\u968f\u7740\u9500\u552e\u5728\u91cd\u65b0\u5f00\u4e1a\u540e\u4e0d\u4e45\u6062\u590d\u6b63\u5e38\uff0c\u9700\u6c42\u6fc0\u589e\u5bfc\u81f4\u4e86\u968f\u540e\u7684\u9ad8\u5e93\u5b58\u3002\u8010\u514b\u5728\u8fc7\u53bb\u4e24\u5e74\u9971\u53d7\u9ad8\u5e93\u5b58\u4e4b\u82e6\uff0c\u5e76\u4e8e\u53bb\u5e74\u5ba3\u5e03\u4e86\u4e00\u987920\u4ebf\u7f8e\u5143\u7684\u6210\u672c\u4f18\u5316\u8ba1\u5212\u3002\u7ecf\u8fc72\u5e74\u7684\u53bb\u5e93\u5b58\uff0c\u8010\u514b\u76ee\u524d\u7684\u5e93\u5b58\u5468\u8f6c\u5929\u6570\u7ef4\u6301\u5728105\u5929\u3002\u8fea\u514b\u65af\u4f53\u80b2\u7528\u54c1\u516c\u53f8(Dicks Sporting Goods)\u6700\u8fd1\u53d1\u5e03\u7684\u4e1a\u7ee9\u6307\u5f15\u663e\u793a\uff0c\u8fd0\u52a8\u88c5\u5907\u7684\u9500\u552e\u5df2\u7ecf\u89e6\u5e95\u56de\u5347\uff0c\u6b63\u8fce\u6765\u5468\u671f\u6027\u589e\u957f\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u8d85\u9884\u671f\u3002<\/strong>\u6536\u5165\u540c\u6bd4\u5fae\u589e0.3%\u81f3124.3\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f1.3\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.98\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.23\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\/06\/a-blue-and-white-rectangular-object-with-numbers-21.png\" alt=\"A blue and white rectangular object with numbers\n\nDescription automatically generated\" class=\"wp-image-45822\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-blue-and-white-rectangular-object-with-numbers-21.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-blue-and-white-rectangular-object-with-numbers-21-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"936\" height=\"563\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-of-a-stock-market-description-automatical-7.png\" class=\"wp-image-45823\" alt=\"A graph of a stock market\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-of-a-stock-market-description-automatical-7.png 936w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-of-a-stock-market-description-automatical-7-300x180.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-of-a-stock-market-description-automatical-7-768x462.png 768w\" sizes=\"(max-width: 936px) 100vw, 936px\" \/><\/strong><\/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-45788-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-210.png\" class=\"wp-image-45825\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-210.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-210-300x64.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\/06\/word-image-212.png\" alt=\"\" class=\"wp-image-45827\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-212.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-212-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>No change to the trading dashboard.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"998\" height=\"443\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-214.png\" alt=\"\" class=\"wp-image-45829\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-214.png 998w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-214-300x133.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-214-768x341.png 768w\" sizes=\"(max-width: 998px) 100vw, 998px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\">^ Back To Top<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd News Feed 1. Stock futures are little changed as investors brace for May jobs report 2. US productivity growth slowed in early 2024 3. US trade gap widens to largest in 18 months 4. US proposes to boost Internet security, citing Chinese carrier action 5. [&hellip;]<\/p>\n","protected":false},"author":15,"featured_media":8939,"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-45788","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-kgi-daily-trading-ideas-chinese"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.8 - aioseo.com -->\n\t<meta name=\"description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) Trading Dashboard Update: No change to the trading dashboard. ^ Back To Top\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Kaiyang\"\/>\n\t<meta name=\"keywords\" content=\"kgi daily trading ideas (chinese)\" \/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-07-jun-2024-zh\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO (AIOSEO) 4.9.8\" \/>\n\t\t<meta property=\"og:locale\" content=\"en_US\" \/>\n\t\t<meta property=\"og:site_name\" content=\"KGI Singapore Research \u2022 Singapore&#039;s leading broker offering Futures, FX, Equities and Wealth Management.\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"2024\u5e7406\u670807\u65e5: \u798f\u6839\u96c6\u56e2 (FRKN SP), \u5b89\u8e0f\u4f53\u80b2\u7528\u54c1(2020 HK), \u767e\u601d\u4e70 (BBY US) \u2022 KGI Singapore Research\" \/>\n\t\t<meta property=\"og:description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) Trading Dashboard Update: No change to the trading dashboard. ^ Back To Top\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-07-jun-2024-zh\/\" \/>\n\t\t<meta property=\"og:image\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<meta property=\"og:image:secure_url\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<meta property=\"article:published_time\" content=\"2024-06-06T23:00:00+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2024-06-07T03:19:43+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2024\u5e7406\u670807\u65e5: \u798f\u6839\u96c6\u56e2 (FRKN SP), \u5b89\u8e0f\u4f53\u80b2\u7528\u54c1(2020 HK), \u767e\u601d\u4e70 (BBY US) \u2022 KGI Singapore Research\" \/>\n\t\t<meta name=\"twitter:description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) Trading Dashboard Update: No change to the trading dashboard. ^ Back To Top\" \/>\n\t\t<meta name=\"twitter:image\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<script type=\"application\/ld+json\" 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