{"id":46071,"date":"2024-06-12T09:47:47","date_gmt":"2024-06-12T01:47:47","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=46071"},"modified":"2024-06-12T14:09:04","modified_gmt":"2024-06-12T06:09:04","slug":"kgi-daily-trading-ideas-12-jun-2024-zh612-cent-sp-2382-hk-bby-us","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-12-jun-2024-zh612-cent-sp-2382-hk-bby-us\/","title":{"rendered":"2024\u5e7406\u670812\u65e5: \u80dc\u6377\u4f01\u4e1a (CENT SP), \u821c\u5b87\u5149\u5b66\u79d1\u6280(\u96c6\u56e2)(2382 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-46071-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"941\" height=\"410\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/image-10.png\" alt=\"\" class=\"wp-image-46160\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/image-10.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/image-10-300x131.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/image-10-768x335.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>\n  1. <a href=\"https:\/\/www.cnbc.com\/2024\/06\/06\/stock-market-today-live-updates.html\">S&P 500 closes flat near record, posts winning week<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/fed-seen-waiting-cut-rates-job-growth-picks\">Fed seen waiting to cut rates as job growth picks up<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/us-job-gains-blow-past-expectations-wage-growth-quickens\">US job gains blow past expectations, wage growth quickens<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/global\/us-moves-closer-tariffs-asia-solar-panels-agency-vote\">US moves closer to tariffs on Asia solar panels with agency vote<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.cnbc.com\/2024\/06\/07\/after-chatgpt-and-the-rise-of-chatbots-investors-pour-into-ai-agents.html\">AI agents are having a \u2018ChatGPT moment\u2019 as investors look for what\u2019s next after chatbots<\/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\/06\/word-image-310.png\" alt=\"\" class=\"wp-image-46090\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-310.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-310-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-46071-_qqv3rtx8nazp\"><\/a><a id=\"post-46071-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1286\" height=\"558\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-screen-shot-of-a-graph-description-automaticall-17.png\" alt=\"A screen shot of a graph\n\nDescription automatically generated\" class=\"wp-image-46091\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-screen-shot-of-a-graph-description-automaticall-17.png 1286w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-screen-shot-of-a-graph-description-automaticall-17-300x130.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-screen-shot-of-a-graph-description-automaticall-17-1024x444.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-screen-shot-of-a-graph-description-automaticall-17-768x333.png 768w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" \/><\/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.bnnbloomberg.ca\/china-solar-leaders-urge-government-intervention-to-cure-slump-1.2083458\">China Solar Leaders Urge Government Intervention to Cure Slump<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.scmp.com\/economy\/economic-indicators\/article\/3266049\/china-changing-foreigners-return-shanghai-theyre-here-good-time-not-long-time?module=top_story&pgtype=section\">China is changing: foreigners return to Shanghai, but they\u2019re here for a good time, not a long time<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.businesstimes.com.sg\/companies-markets\/banking-finance\/hsbc-adds-over-300-china-headcount-after-citi-wealth-acquisition\">HSBC adds over 300 to China headcount after Citi wealth acquisition<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.scmp.com\/economy\/economic-indicators\/article\/3266130\/chinas-travel-spending-surges-over-dragon-boat-holiday-signals-more-stable-tourism-market\">China\u2019s travel spending surges over Dragon Boat holiday, signals more \u2018stable\u2019 tourism market<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.businesstimes.com.sg\/companies-markets\/banking-finance\/chinas-central-bank-return-gold-buying-prices-ease-analysts\">China\u2019s central bank to return to gold buying as prices ease: analysts<\/a>\n<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"http:\/\/qq#top\">^ Back To <\/a><a href=\"#top\">T<\/a><a href=\"http:\/\/qq#top\">op<\/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-312.png\" alt=\"\" class=\"wp-image-46092\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-312.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-312-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-46071-_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-313.png\" class=\"wp-image-46095\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-313.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-313-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u80dc\u6377\u4f01\u4e1a (CENT SP)\uff1a\u5c55\u793a\u6301\u7eed\u589e\u957f<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.555\uff0c\u76ee\u6807\u4ef7\uff1a0.595\uff0c\u6b62\u635f\u4ef7\uff1a0.535<\/strong>\n  <\/li><li>\n    \u80dc\u6377\u4f01\u4e1a\u4e13\u6ce8\u4e8e\u62e5\u6709\u548c\u7ecf\u8425\u5de5\u4eba\u548c\u5b66\u751f\u4f4f\u5bbf\u8d44\u4ea7\u3002\u5728\u65b0\u52a0\u5761\u548c\u9a6c\u6765\u897f\u4e9a\uff0c\u5b83\u662f\u65b0\u52a0\u5761\u6700\u5927\u7684\u9ad8\u54c1\u8d28\u5458\u5de5\u4f4f\u5bbf\u4e1a\u4e3b\u548c\u7ecf\u8425\u8005\u4e4b\u4e00\u3002\u6b64\u5916\uff0c\u8be5\u516c\u53f8\u8fd8\u7ba1\u7406\u7740\u65b0\u52a0\u5761\u3001\u6fb3\u5927\u5229\u4e9a\u3001\u82f1\u56fd\u548c\u7f8e\u56fd\u7684\u5b66\u751f\u4f4f\u5bbf\u7269\u4e1a\u3002\n  <\/li><li><strong>\u5916\u7c4d\u5458\u5de5\u5bbf\u820d\u548c\u5b66\u751f\u5bbf\u820d\u7ee7\u7eed\u4e3a\u6536\u5165\u589e\u957f\u505a\u51fa\u8d21\u732e\u3002<\/strong>2023\u5e74\u4e0b\u534a\u5e74\u7684\u603b\u6536\u5165\u540c\u6bd4\u589e\u957f22%\uff0c\u4ece8,990\u4e07\u65b0\u5143\u589e\u81f31.093\u4ebf\u65b0\u5143\u3002\u5c3d\u7ba1\u6536\u5165\u589e\u957f\u90e8\u5206\u88ab\u65b0\u52a0\u5761\u4e24\u4e2a\u8239\u4e0a\u4e2d\u5fc3\u7684\u7ba1\u7406\u5408\u540c\u7ec8\u6b62\u6240\u62b5\u6d88\uff0c\u4f462023\u5e74\u4e0b\u534a\u5e74\u6536\u5165\u4ecd\u540c\u6bd4\u589e\u957f22%\uff0c\u663e\u793a\u51fa\u5176\u79df\u91d1\u8c03\u6574\u548c\u7279\u5b9a\u7528\u9014\u5de5\u4eba\u5bbf\u820d(PBWA)\u548c\u7279\u5b9a\u7528\u9014\u5b66\u751f\u5bbf\u820d(PBSA)\uff08\u5165\u4f4f\u7387\u7684\u5f3a\u52b2\u52bf\u5934\u3002\u622a\u81f323\u8d22\u5e74\uff0c\u8be5\u516c\u53f8\u7ba1\u7406\u7684\u603b\u8d44\u4ea7\u4e3a20\u4ebf\u65b0\u5143\uff0c\u5728\u5168\u740315\u4e2a\u57ce\u5e02\u768434\u5904\u7269\u4e1a\u4e2d\u62e5\u670967377\u5f20\u8fd0\u8425\u5e8a\u4f4d\u3002\n  <\/li><li><strong>\u7a33\u5065\u7684\u8d22\u52a1\u7ed3\u6784\u548c\u503a\u52a1\u7ba1\u7406\u3002<\/strong>\u8be5\u516c\u53f8\u7684\u8d44\u4ea7\u8d1f\u503a\u8868\u663e\u793a\u8d22\u52a1\u72b6\u51b5\u826f\u597d\uff0c\u73b0\u91d1\u548c\u94f6\u884c\u4f59\u989d\u4e3a7,470\u4e07\u65b0\u5143\u3002\u8fd9\u4e00\u589e\u957f\u4e3b\u8981\u6765\u81ea\u7ecf\u8425\u6d3b\u52a8\u3002\u6d41\u52a8\u8d44\u4ea7\u589e\u52a0\u7684\u539f\u56e0\u662f\u5f85\u552e\u8d44\u4ea7\uff0c\u800c\u6d41\u52a8\u8d1f\u503a\u589e\u52a0\u7684\u539f\u56e0\u662f\u79df\u91d1\u4fdd\u8bc1\u91d1\u548c\u65b0\u79df\u6237\u9884\u4ed8\u79df\u91d1\u589e\u52a0\u3002\u8be5\u516c\u53f8\u6709\u8db3\u591f\u7684\u73b0\u91d1\u548c\u94f6\u884c\u5de5\u5177\u6765\u652f\u4ed8\u5176\u6d41\u52a8\u8d1f\u503a\u3002\u975e\u6d41\u52a8\u8d1f\u503a\u589e\u52a0\u7684\u539f\u56e0\u662f\u8d44\u4ea7\u5f00\u53d1\u548c\u6536\u8d2d\u7684\u989d\u5916\u8d37\u6b3e\u63d0\u53d6\uff0c\u90e8\u5206\u88ab\u79df\u8d41\u8d1f\u503a\u507f\u8fd8\u6240\u62b5\u6d88\u3002\u94f6\u884c\u957f\u671f\u503a\u52a1\u5e73\u5747\u671f\u9650\u4e3a6\u5e74\uff0c\u5229\u606f\u4fdd\u969c\u6bd4\u7387\u8fdc\u4f4e\u4e8e3.6\u500d\u7684\u95e8\u69db\u3002\n  <\/li><li><strong>\u6295\u8d44\u7ec4\u5408\u6301\u7eed\u6709\u673a\u589e\u957f\u3002<\/strong>\u80dc\u6377\u6b63\u5728\u901a\u8fc7\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u3001\u6295\u8d44\u57fa\u91d1\u548c\u6536\u8d39\u7ba1\u7406\u670d\u52a1\u5bfb\u6c42\u6218\u7565\u6027\u3001\u53ef\u6269\u5c55\u7684\u589e\u957f\u3002\u8fd9\u5305\u62ec\u6709\u9009\u62e9\u5730\u6536\u8d2d\u73b0\u6709\u548c\u65b0\u5e02\u573a\u7684\u7269\u4e1a\uff0c\u901a\u8fc7\u7ffb\u65b0\u548c\u5ba1\u67e5\u4f18\u5316\u73b0\u6709\u8d44\u4ea7\uff0c\u4ee5\u53ca\u901a\u8fc7\u4e13\u4e1a\u7ba1\u7406\u670d\u52a1\u548c\u8f85\u52a9\u6536\u5165\u6269\u5927\u6536\u5165\u6765\u6e90\u3002\u8fd9\u4e00\u7efc\u5408\u6218\u7565\u9884\u8ba1\u5c06\u4f7f\u5176\u6295\u8d44\u7ec4\u5408\u5e8a\u4f4d\u6570\u91cf\u572824\u8d22\u5e74\u663e\u8457\u589e\u52a04,310\u5f20\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>23\u8d22\u5e74\u6536\u5165\u540c\u6bd4\u589e\u957f15%\uff0c\u4ece1.805\u4ebf\u65b0\u5143\u589e\u81f32.072\u4ebf\u65b0\u5143\u3002PBWA\u548cPBSA\u572823\u8d22\u5e74\u7684\u8d22\u52a1\u5360\u6709\u7387\u5206\u522b\u4e3a96%\u548c92%\uff0c\u9ad8\u4e8e22\u8d22\u5e74\u768490%\u548c86%\u3002\u6240\u6709pbwa\u548cpbsa\u7684\u9ad8\u5165\u4f4f\u7387\u548c\u6539\u5584\u7684\u79df\u91d1\u7387\uff0c\u4ee5\u53ca\u6295\u5165\u8fd0\u8425\u7684\u53ef\u51fa\u79df\u5e8a\u4f4d\u6570\u91cf\u7684\u589e\u52a0\uff0c\u90fd\u6709\u52a9\u4e8e\u63d0\u9ad8\u767e\u592b\u957f\u5728\u672c\u5e74\u5ea6\u7684\u6536\u5165\u3002\u7136\u800c\uff0c\u8fd9\u4e9b\u79ef\u6781\u56e0\u7d20\u90e8\u5206\u88ab\u82f1\u9551\u3001\u9a6c\u6765\u897f\u4e9a\u6797\u5409\u7279\u548c\u6fb3\u5143\u5151\u65b0\u5143\u7684\u75b2\u8f6f\u6240\u62b5\u6d88\uff0c\u8fd9\u5bfc\u81f4\u4ee5\u65b0\u5143\u8ba1\u7b97\u7684\u6536\u5165\u4e0b\u964d\u3002\u5c3d\u7ba1\u5b58\u5728\u8fd9\u4e9b\u56e0\u7d20\uff0c\u4f46\u79ef\u6781\u56e0\u7d20\u5927\u4e8e\u6d88\u6781\u56e0\u7d20\uff0c\u5bfc\u81f4PBWA\u548cPBSA\u90e8\u95e8\u6536\u5165\u6301\u7eed\u589e\u957f\u3002\u8be5\u516c\u53f8\u5728\u8fd9\u56db\u4e2a\u5e02\u573a\u7684\u7269\u4e1a\u79df\u91d1\u8f83\u9ad8\uff0c\u4e5f\u4fc3\u8fdb\u4e86\u6536\u5165\u7684\u589e\u957f\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002\u6211\u4eec\u5bf9\u57fa\u672c\u9762\u7684\u8bc4\u7ea7\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a0.62\u65b0\u5143\u3002<\/strong><a href=\"https:\/\/www.kgieworld.sg\/securities\/resources\/ck\/files\/sg-report\/KGI%20REPORT%20CENTURION_4Q23_UPDATE_FINAL.pdf\">\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb\u62a5\u544a\u5168\u6587\u3002<\/a>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-315.png\" alt=\"\" class=\"wp-image-46097\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-315.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-315-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1227\" height=\"595\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-318.png\" alt=\"\" class=\"wp-image-46098\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-318.png 1227w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-318-300x145.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-318-1024x497.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-318-768x372.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-12.png\" class=\"wp-image-46100\" 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-12.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-long-line-of-a-white-background-description-aut-12-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/> <\/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>\u91cd\u7533\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\/a-blue-and-white-rectangular-object-with-white-tex-33.png\" class=\"wp-image-46101\" 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-33.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-blue-and-white-rectangular-object-with-white-tex-33-300x64.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\/a-graph-with-lines-and-numbers-description-automa-21.png\" alt=\"A graph with lines and numbers\n\nDescription automatically generated with medium confidence\" class=\"wp-image-46102\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-with-lines-and-numbers-description-automa-21.png 1227w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-with-lines-and-numbers-description-automa-21-300x145.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-with-lines-and-numbers-description-automa-21-1024x497.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-with-lines-and-numbers-description-automa-21-768x372.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-320.png\" class=\"wp-image-46104\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-320.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-320-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-46071-_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-322.png\" class=\"wp-image-46106\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-322.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-322-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-46071-_34eo5yf8y7pj\"><\/a><strong>\u821c\u5b87\u5149\u5b66\u79d1\u6280(\u96c6\u56e2)(2382 HK)\uff1a\u5c06\u53d7\u60e0\u4e8e\u82f9\u679c\u5168\u7403\u5f00\u53d1\u8005\u5927\u4f1a<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a47.0\uff0c\u76ee\u6807\u4ef7\uff1a52.0\uff0c\u6b62\u635f\u4ef7\uff1a44.5<\/strong>\n  <\/li><li>\n    \u821c\u5b87\u5149\u5b66\u79d1\u6280\uff08\u96c6\u56e2\uff09\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u5149\u5b66\u53ca\u76f8\u5173\u4ea7\u54c1\u4ee5\u53ca\u79d1\u5b66\u4eea\u5668\u7684\u8bbe\u8ba1\u3001\u7814\u53d1\u3001\u751f\u4ea7\u548c\u9500\u552e\u4e1a\u52a1\u7684\u6295\u8d44\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u5305\u62ec\u4e09\u4e2a\u4e1a\u52a1\u90e8\u95e8\uff1a\u5149\u5b66\u96f6\u4ef6\u3001\u5149\u7535\u4ea7\u54c1\u548c\u5149\u5b66\u4eea\u5668\u3002\u8be5\u516c\u53f8\u8fd8\u901a\u8fc7\u5176\u5b50\u516c\u53f8\u4ece\u4e8b\u7ea2\u5916\u7ebf\u6280\u672f\u7684\u7814\u7a76\u548c\u5f00\u53d1\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u7684\u4ea7\u54c1\u9500\u5f80\u4e2d\u56fd\u56fd\u5185\u4e0e\u6d77\u5916\u5e02\u573a\u3002\n  <\/li><li><strong>\u5373\u5c06\u4e3e\u884c\u7684\u82f9\u679c\u5168\u7403\u5f00\u53d1\u8005\u5927\u4f1a\u3002<\/strong>\u82f9\u679c\u5c06\u4e8e\u672c\u5468\u4e3e\u884c\u5168\u7403\u5f00\u53d1\u8005\u5927\u4f1a(WWDC)\uff0c\u5c4a\u65f6\u5c06\u516c\u5e03\u65b0\u4ea7\u54c1\u3001\u6280\u672f\u8fdb\u6b65\u548c\u64cd\u4f5c\u7cfb\u7edf\u5347\u7ea7\uff0c\u5305\u62ec\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u7684\u53d1\u5c55\u3002\u8fd9\u4e9b\u516c\u544a\u53ef\u80fd\u4f1a\u5bf9\u82f9\u679c\u4ea7\u54c1\u7684\u9700\u6c42\u4ea7\u751f\u79ef\u6781\u5f71\u54cd\u3002\u56e0\u6b64\uff0c\u4f5c\u4e3a\u82f9\u679c\u4e3b\u8981\u5149\u5b66\u5143\u4ef6\u4f9b\u5e94\u5546\u4e4b\u4e00\u7684Sunny Optical\u7684\u9500\u91cf\u53ef\u80fd\u4f1a\u56e0\u6b64\u589e\u52a0\u3002\n  <\/li><li><strong>iPhone\u5728\u4e2d\u56fd\u7684\u51fa\u8d27\u91cf\u51fa\u73b0\u53cd\u5f39\u3002<\/strong>\u4e0a\u4e2a\u6708\uff0c\u82f9\u679c\u7684iPhone\u5728\u4e2d\u56fd\u5e02\u573a\u5927\u5e45\u53cd\u5f39\uff0c\u5728\u96f6\u552e\u5408\u4f5c\u4f19\u4f34\u7684\u5927\u529b\u6298\u6263\u4e0b\uff0c\u51fa\u8d27\u91cf\u589e\u957f\u4e8652%\u3002\u6839\u636e\u4e2d\u56fd\u4fe1\u606f\u901a\u4fe1\u6280\u672f\u7814\u7a76\u9662\u7684\u6570\u636e\uff0c\u7531\u4e8e\u82f9\u679c\u53ca\u5176\u4e2d\u56fd\u7ecf\u9500\u5546\u81ea2024\u5e74\u521d\u4ee5\u6765\u4e00\u76f4\u5728\u964d\u4ef7\uff0c\u8fd9\u4e9b\u6298\u6263\u4e00\u76f4\u6301\u7eed\u52306\u670818\u65e5\u7684\u8d2d\u7269\u8282\uff0c\u4e2d\u56fd\u7684\u667a\u80fd\u624b\u673a\u51fa\u8d27\u91cf\u6fc0\u589e\uff0c\u7ea6\u6709350\u4e07\u90e8\u6765\u81ea\u5916\u56fd\u54c1\u724c\u3002iPhone\u51fa\u8d27\u91cf\u7684\u6fc0\u589e\u51f8\u663e\u4e86\u82f9\u679c\u5728\u4e2d\u56fd\u5e02\u573a\u4efd\u989d\u7684\u53cd\u5f39\uff0c\u5bfc\u81f4\u5bf9\u9633\u5149\u5149\u5b66\u4ea7\u54c1\u7684\u9700\u6c42\u589e\u52a0\u3002\n  <\/li><li><strong>\u4e2d\u56fd\u667a\u80fd\u624b\u673a\u5e02\u573a\u6301\u7eed\u590d\u82cf\u3002<\/strong>\u4e2d\u56fd\u672c\u571f\u667a\u80fd\u624b\u673a\u751f\u4ea7\u5546\u7684\u9500\u91cf\u4e5f\u5927\u5e45\u589e\u957f\uff0c\u9884\u793a\u7740\u4e2d\u56fd\u667a\u80fd\u624b\u673a\u5e02\u573a\u7684\u590d\u82cf\u3002\u5c0f\u7c73\u7684\u9500\u552e\u4ee5\u4e24\u5e74\u6765\u6700\u5feb\u7684\u901f\u5ea6\u589e\u957f\uff0c\u540c\u6bd4\u589e\u957f27%\uff0c\u8be5\u516c\u53f8\u9884\u8ba1\u5e02\u573a\u5c06\u7ee7\u7eed\u590d\u82cf\u3002\u540c\u6837\uff0c\u81ea\u4eca\u5e74\u5e74\u521d\u4ee5\u6765\uff0c\u534e\u4e3a\u7b49\u5176\u4ed6\u4e2d\u56fd\u667a\u80fd\u624b\u673a\u5236\u9020\u5546\u7684\u9500\u91cf\u4e5f\u51fa\u73b0\u4e86\u6fc0\u589e\u3002\u51e0\u5bb6\u5236\u9020\u5546\u63a8\u51fa\u4e86\u65b0\u7684\u4eba\u5de5\u667a\u80fd\u667a\u80fd\u624b\u673a\uff0c\u5229\u7528\u5f53\u524d\u7684\u4eba\u5de5\u667a\u80fd\u8d8b\u52bf\uff0c\u6293\u4f4f\u4e86\u4e2d\u56fd\u6d88\u8d39\u8005\u7684\u5174\u8da3\u3002\u968f\u7740\u4eba\u5de5\u667a\u80fd\u548c\u53ef\u6298\u53e0\u667a\u80fd\u624b\u673a\u7684\u666e\u53ca\uff0c\u9884\u8ba1\u4e2d\u56fd\u6d88\u8d39\u7535\u5b50\u5e02\u573a\u5c06\u7ee7\u7eed\u590d\u82cf\uff0c\u8fd9\u5c06\u8fdb\u4e00\u6b65\u63a8\u52a8\u9500\u552e\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u4e1a\u7ee9\u3002<\/strong>23\u8d22\u5e74\u6536\u5165\u540c\u6bd4\u4e0b\u964d4.6%\u81f3316.8\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c22\u8d22\u5e74\u4e3a33.2\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u51c0\u5229\u6da6\u4ece22\u8d22\u5e74\u768424.7\u4ebf\u5143\u964d\u81f323\u8d22\u5e74\u768411.5\u4ebf\u5143\u3002\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4ece22\u8d22\u5e74\u76842.20\u5143\u964d\u81f323\u8d22\u5e74\u76841.01\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\/word-image-324.png\" class=\"wp-image-46111\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-324.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-324-300x64.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-326.png\" alt=\"\" class=\"wp-image-46112\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-326.png 1227w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-326-300x145.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-326-1024x497.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-326-768x372.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-328.png\" class=\"wp-image-46114\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-328.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-328-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><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>\u91cd\u7533\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\/a-blue-and-white-rectangular-object-with-numbers-34.png\" class=\"wp-image-46116\" alt=\"A blue and white rectangular object with numbers\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-blue-and-white-rectangular-object-with-numbers-34.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-blue-and-white-rectangular-object-with-numbers-34-300x64.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\/a-graph-on-a-white-background-description-automat-3.png\" alt=\"A graph on a white background\n\nDescription automatically generated\" class=\"wp-image-46117\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-on-a-white-background-description-automat-3.png 1227w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-on-a-white-background-description-automat-3-300x145.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-on-a-white-background-description-automat-3-1024x497.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-on-a-white-background-description-automat-3-768x372.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<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-330.png\" alt=\"\" class=\"wp-image-46119\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-330.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-330-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-46071-_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-331.png\" class=\"wp-image-46123\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-331.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-331-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-331-768x98.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>\u91cd\u7533\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-8.png\" alt=\"A blue and white rectangular box with numbers\n\nDescription automatically generated\" class=\"wp-image-46124\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-blue-and-white-rectangular-box-with-numbers-des-8.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-blue-and-white-rectangular-box-with-numbers-des-8-300x64.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-334.png\" alt=\"\" class=\"wp-image-46126\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-334.png 862w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-334-300x181.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-334-768x462.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-46071-_i97spf5o8m4c\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-335.png\" class=\"wp-image-46131\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-335.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-335-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-335-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-46071-_jovpx3ajfm4s\"><\/a><strong>\u901a\u7528\u663e\u793a\u5668(OLED US)\uff1a\u5de8\u5927\u7684IT\u66f4\u65b0\u5468\u671f\u80cc\u540e\u9690\u85cf\u7684\u5b9d\u77f3<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a180\uff0c\u76ee\u6807\u4ef7\uff1a200\uff0c\u6b62\u635f\u4ef7\uff1a170<\/strong>\n  <\/li><li>\n    \u901a\u7528\u663e\u793a\u516c\u53f8\u662f\u7f8e\u56fd\u663e\u793a\u8054\u76df\u7684\u6210\u5458\u3002\u8be5\u8054\u76df\u662f\u4e00\u4e2a\u884c\u4e1a\u548c\u653f\u5e9c\u7684\u5408\u4f5c\u7ec4\u7ec7\uff0c\u65e8\u5728\u5f00\u53d1\u4e00\u4e2a\u652f\u6301\u5317\u7f8e\u5e73\u677f\u663e\u793a\u57fa\u7840\u8bbe\u65bd\u7684\u57fa\u7840\u8bbe\u65bd\u3002\u8be5\u516c\u53f8\u53ca\u5176\u5408\u4f5c\u4f19\u4f34\u6b63\u5728\u5f00\u53d1\u9ad8\u5206\u8fa8\u7387\u3001\u5168\u5f69\u3001\u8f7b\u8d28\u6709\u673a\u53d1\u5149\u4e8c\u6781\u7ba1(OLED)\u6280\u672f\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>OLED IT\u4ea7\u54c1\u5c06\u57282024\u5e74\u589e\u957f\u3002<\/strong>\u6839\u636eOmdia\u5e02\u573a\u7814\u7a76\uff0cOLED\u5e73\u677f\u7535\u8111\u7684\u5e74\u589e\u957f\u7387\u9884\u8ba1\u5c06\u8d85\u8fc7300%\uff0c\u4ece2023\u5e74\u7684370\u4e07\u53f0\u589e\u957f\u52302024\u5e74\u76841210\u4e07\u53f0\u3002OLED\u7b14\u8bb0\u672c\u7528\u6237\u5c06\u540c\u6bd4\u589e\u957f50%\uff0c\u4ece2023\u5e74\u7684340\u4e07\u53f0\u589e\u81f32024\u5e74\u7684510\u4e07\u53f0\u3002\u79fb\u52a8OLED PC\u7684\u603b\u51fa\u8d27\u91cf\u5c06\u4ece2023\u5e74\u7684710\u4e07\u53f0\u589e\u957f\u52302024\u5e74\u76841720\u4e07\u53f0\uff0c\u9884\u8ba1\u52302028\u5e74\u5c06\u8fbe\u52307230\u4e07\u53f0\uff0c\u4ec5\u5360\u6574\u4e2a\u79fb\u52a8PC\u663e\u793a\u5668\u5e02\u573a\u768414%\u3002OLED\u7535\u89c6\u51fa\u8d27\u91cf\u5c06\u540c\u6bd4\u589e\u957f30%\u4ee5\u4e0a\uff0c\u4ece2023\u5e74\u7684530\u4e07\u53f0\u589e\u81f32024\u5e74\u7684720\u4e07\u53f0\u3002DSCC\u5e02\u573a\u7814\u7a76\u9884\u8ba1\uff0c2024\u5e74OLED\u667a\u80fd\u624b\u673a\u51fa\u8d27\u91cf\u5c06\u540c\u6bd4\u589e\u957f11%\uff0c\u5176\u4e2d\u67d4\u6027OLED\u540c\u6bd4\u589e\u957f9%\uff0c\u521a\u6027OLED\u540c\u6bd4\u589e\u957f17%\u3002\n  <\/li><li><strong>\u7a33\u5065\u7684\u73b0\u91d1\u72b6\u51b5\u3002<\/strong>\u622a\u81f324\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u516c\u53f8\u7d2f\u8ba1\u73b0\u91d1\u53ca\u7b49\u4ef7\u72695.393\u4ebf\u7f8e\u5143\uff0c\u800c\u5176\u603b\u503a\u52a1\u4ec5\u4e3a2,550\u4e07\u7f8e\u5143\u3002\u7b2c\u4e00\u5b63\u5ea6\u81ea\u7531\u73b0\u91d1\u6d41\u589e\u52a0\u81f36,495\u4e07\u7f8e\u5143\uff0c\u63a5\u8fd12021\u5e746,638\u4e07\u7f8e\u5143\u7684\u5386\u53f2\u5cf0\u503c\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u6536\u5165\u540c\u6bd4\u589e\u957f26.7%\u81f31.6526\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f1,488\u4e07\u7f8e\u5143\u3002GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a1.19\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.17\u7f8e\u5143\u30022024\u5e74\u7684\u6536\u5165\u6307\u5bfc\u5c06\u57286.35\u4ebf\u7f8e\u5143\u81f36.75\u4ebf\u7f8e\u5143\u4e4b\u95f4\uff0c\u5171\u8bc6\u662f6.5599\u4ebf\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-38.png\" alt=\"A blue and white rectangular object with numbers\n\nDescription automatically generated\" class=\"wp-image-46132\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-blue-and-white-rectangular-object-with-numbers-38.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-blue-and-white-rectangular-object-with-numbers-38-300x64.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=\"921\" height=\"556\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-with-red-and-green-lines-description-auto-3.png\" class=\"wp-image-46133\" alt=\"A graph with red and green lines\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-with-red-and-green-lines-description-auto-3.png 921w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-with-red-and-green-lines-description-auto-3-300x181.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-graph-with-red-and-green-lines-description-auto-3-768x464.png 768w\" sizes=\"(max-width: 921px) 100vw, 921px\" \/><\/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-46071-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-338.png\" class=\"wp-image-46135\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-338.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-338-300x64.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-340.png\" alt=\"\" class=\"wp-image-46136\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-340.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/word-image-340-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Add Anta Sports Product (2020 HK) at HK$86.5, Sunny Optical Technology (2382 HK) at HK$47 and Centurion Corp (CENT SP) at S$0.555. Stop loss on elf Beauty Inc (ELF US) at US$175 and Orient Overseas (International) Ltd (316 HK) at HK$124.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"392\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-screenshot-of-a-computer-description-automatica-5.png\" alt=\"A screenshot of a computer\n\nDescription automatically generated\" class=\"wp-image-46139\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-screenshot-of-a-computer-description-automatica-5.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-screenshot-of-a-computer-description-automatica-5-300x125.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/06\/a-screenshot-of-a-computer-description-automatica-5-768x319.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. S&#038;P 500 closes flat near record, posts winning week 2. Fed seen waiting to cut rates as job growth picks up 3. US job gains blow past expectations, wage growth quickens 4. US moves closer to tariffs on Asia solar panels with [&hellip;]<\/p>\n","protected":false},"author":15,"featured_media":18710,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_eb_attr":"","_uag_custom_page_level_css":"","footnotes":""},"categories":[13],"tags":[],"class_list":["post-46071","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\/08\/Thumb02.jpg?wsr",300,168,false],"thumbnail":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/08\/Thumb02-150x150.jpg?wsr",150,150,true],"medium":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/08\/Thumb02.jpg?wsr",300,168,false],"medium_large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/08\/Thumb02.jpg?wsr",300,168,false],"large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/08\/Thumb02.jpg?wsr",300,168,false],"1536x1536":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/08\/Thumb02.jpg?wsr",300,168,false],"2048x2048":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/08\/Thumb02.jpg?wsr",300,168,false]},"uagb_author_info":{"display_name":"Kaiyang","author_link":"https:\/\/www.kgieworld.sg\/research\/author\/kaiyang-daikgi-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. S&P 500 closes flat near record, posts winning week 2. Fed seen waiting to cut rates as job growth picks up 3. US job gains blow past expectations, wage growth quickens 4. US moves closer to tariffs on Asia solar panels with&hellip;","_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/46071","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\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/comments?post=46071"}],"version-history":[{"count":5,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/46071\/revisions"}],"predecessor-version":[{"id":46161,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/46071\/revisions\/46161"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media\/18710"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media?parent=46071"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/categories?post=46071"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/tags?post=46071"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}