{"id":47320,"date":"2024-07-03T07:00:00","date_gmt":"2024-07-02T23:00:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=47320"},"modified":"2024-07-03T10:03:52","modified_gmt":"2024-07-03T02:03:52","slug":"kgi-daily-trading-ideas-03-jul-2024-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-03-jul-2024-zh\/","title":{"rendered":"2024\u5e7407\u670803\u65e5: \u60a6\u6995\u63a7\u80a1(BTH SP), \u9f99\u6e90\u7535\u529b\u96c6\u56e2(916 HK), Zscaler Inc (ZS 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 size-large\" id=\"sp\"><img fetchpriority=\"high\" decoding=\"async\" width=\"940\" height=\"119\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/image-4.png\" alt=\"\" class=\"wp-image-47392\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/image-4.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/image-4-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/image-4-768x97.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-47320-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"941\" height=\"466\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/image-8.png\" alt=\"\" class=\"wp-image-47410\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/image-8.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/image-8-300x149.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/image-8-768x380.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"940\" height=\"289\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/image-9.png\" alt=\"\" class=\"wp-image-47411\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/image-9.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/image-9-300x92.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/image-9-768x236.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"938\" height=\"240\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/image-10.png\" alt=\"\" class=\"wp-image-47413\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/image-10.png 938w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/image-10-300x77.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/image-10-768x197.png 768w\" sizes=\"(max-width: 938px) 100vw, 938px\" \/><\/figure>\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\/07\/word-image-70.png\" alt=\"\" class=\"wp-image-47339\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-70.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-70-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-47320-_qqv3rtx8nazp\"><\/a><a id=\"post-47320-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1913\" height=\"840\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-computer-description-automatica-13.png\" alt=\"A screenshot of a computer\n\nDescription automatically generated\" class=\"wp-image-47340\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-computer-description-automatica-13.png 1913w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-computer-description-automatica-13-300x132.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-computer-description-automatica-13-1024x450.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-computer-description-automatica-13-768x337.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-computer-description-automatica-13-1536x674.png 1536w\" sizes=\"(max-width: 1913px) 100vw, 1913px\" \/><\/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\/07\/word-image-71.png\" alt=\"\" class=\"wp-image-47342\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-71.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-71-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h1 class=\"wp-block-heading\"><a id=\"post-47320-_7c2gwybbbr90\"><\/a><\/h1>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-47320-_9i0c554gtu0u\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-73.png\" class=\"wp-image-47347\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-73.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-73-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u60a6\u6995\u63a7\u80a1(BTH SP)\uff1a\u590f\u5b63\u5b63\u8282\u6027\u6548\u5e94<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.39\uff0c\u76ee\u6807\u4ef7\uff1a0.43\uff0c\u6b62\u635f\u4ef7\uff1a0.37<\/strong>\n  <\/li><li>\n    \u60a6\u6995\u63a7\u80a1\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u5176\u5b50\u516c\u53f8\u62e5\u6709\u548c\u7ba1\u7406\u9152\u5e97\u96c6\u56e2\u3002\u8be5\u516c\u53f8\u4e13\u6ce8\u4e8e\u9152\u5e97\uff0c\u5ea6\u5047\u6751\uff0c\u6c34\u7597\u4e2d\u5fc3\uff0c\u753b\u5eca\uff0c\u9ad8\u5c14\u592b\u7403\u573a\u548c\u4f4f\u5b85\uff0c\u4ee5\u53ca\u63d0\u4f9b\u6295\u8d44\uff0c\u8bbe\u8ba1\uff0c\u65bd\u5de5\u548c\u9879\u76ee\u7ba1\u7406\u670d\u52a1\u3002\u60a6\u6995\u63a7\u80a1\u670d\u52a1\u4e8e\u5168\u7403\u5ba2\u6237\u3002\n  <\/li><li><strong>\u5373\u5c06\u5230\u6765\u7684\u6691\u5047\u3002<\/strong>\u9884\u8ba1\u5728\u5373\u5c06\u5230\u6765\u7684\u590f\u5b63\uff0c\u65c5\u6e38\u6c34\u5e73\u5c06\u4f1a\u4e0a\u5347\u3002\u8bb8\u591a\u822a\u7a7a\u516c\u53f8\u5df2\u7ecf\u589e\u52a0\u4e86\u56fd\u9645\u822a\u73ed\u7684\u6570\u91cf\uff0c\u4ee5\u6ee1\u8db3\u65e5\u76ca\u589e\u957f\u7684\u65c5\u884c\u9700\u6c42\u30022024\u5e74\u6b27\u6d32\u676f\u548c2024\u5e74\u5df4\u9ece\u5965\u8fd0\u4f1a\u7b49\u4f53\u80b2\u8d5b\u4e8b\u5f15\u53d1\u4e86\u4eba\u4eec\u5bf9\u590f\u5b63\u6b27\u6d32\u65c5\u6e38\u7684\u6d53\u539a\u5174\u8da3\u3002\u5728\u8fd9\u4e9b\u70ed\u95e8\u76ee\u7684\u5730\uff0c\u673a\u7968\u548c\u9152\u5e97\u9884\u8ba2\u91cf\u7684\u540c\u6bd4\u589e\u957f\u975e\u5e38\u53ef\u89c2\u3002\u5df4\u9ece\u653f\u5e9c\u9884\u8ba1\uff0c\u7531\u4e8e2024\u5e74\u5df4\u9ece\u5965\u8fd0\u4f1a\uff0c7\u6708\u5e95\u81f39\u6708\u521d\u671f\u95f4\u5c06\u67091500\u4e07\u6e38\u5ba2\u3002\u6839\u636e\u6570\u5b57\u9884\u8ba2\u7f51\u7ad9Hopper\u7684\u6570\u636e\uff0c\u5f00\u5e55\u5f0f\u5468\u672b\u671f\u95f4\u4ece\u7f8e\u56fd\u98de\u5f80\u5df4\u9ece\u7684\u673a\u7968\u5e73\u5747\u6bcf\u5f20\u7ea6\u4e3a877\u7f8e\u5143\uff0c\u53cd\u6620\u51fa\u4eba\u4eec\u5bf9\u590f\u5b63\u65c5\u6e38\u7684\u5174\u8da3\u65e5\u76ca\u6d53\u539a\u3002\n  <\/li><li><strong>\u589e\u52a0\u5e02\u573a\u5360\u6709\u7387\u3002<\/strong>\u60a6\u6995\u6811\u6700\u8fd1\u5ba3\u5e03\u5c06\u4e8e2024\u5e74\u7b2c\u4e09\u5b63\u5ea6\u5728\u4eac\u90fd\u4e1c\u5c71\u60a6\u6995\u6811\u5f00\u4e1a\u3002\u65b0\u9152\u5e97\u5c06\u62e5\u670952\u95f4\u5ba2\u623f\uff0c\u4e00\u4e2a\u6807\u5fd7\u6027\u7684\u60a6\u6995\u6c34\u7597\u4e2d\u5fc3\uff0c\u548c\u4e24\u4e2a\u72ec\u7279\u7684\u9910\u996e\u4f53\u9a8c\u3002\u60a6\u6995\u96c6\u56e2\u76ee\u524d\u572820\u591a\u4e2a\u56fd\u5bb6\u62e5\u670980\u591a\u5bb6\u9152\u5e97\u548c\u5ea6\u5047\u6751\uff0c60\u591a\u5bb6\u6c34\u7597\u4e2d\u5fc3\u548c\u753b\u5eca\uff0c\u4ee5\u53ca14\u5bb6\u54c1\u724c\u4f4f\u5b85\u3002\u6b64\u5916\uff0c\u8be5\u516c\u53f8\u8fd8\u88ab\u4efb\u547d\u7ba1\u7406\u5df4\u54c8\u9a6c\u6bd4\u7c73\u5c3c\u5c9b\u7684\u4e00\u4e2a\u65b0\u7684\u8c6a\u534e\u5ea6\u5047\u5c9b\u3002\u8fd9\u4e9b\u6269\u5f20\u5f70\u663e\u4e86\u60a6\u6995\u4f5c\u4e3a\u5168\u7403\u9152\u5e97\u54c1\u724c\u7684\u5b9e\u529b\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u7b2c\u4e00\u5b63\u5ea6\u6536\u5165\u589e\u957f38.8%\u81f319.9\u4ebf\u6cf0\u94e2\uff0c\u800c\u7b2c\u4e00\u5b63\u5ea6\u4e3a13.7\u4ebf\u6cf0\u94e2\u300224\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u51c0\u5229\u6da6\u4e3a2.899\u4ebf\u6cf0\u94e2\uff0c\u800c23\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a6530\u4e07\u6cf0\u94e2\u3002\u6bcf\u80a1\u6536\u76ca\u4ece23\u5e74\u7b2c\u4e00\u5b63\u5ea6\u76840.38\u6cf0\u94e2\u5347\u81f324\u5e74\u7b2c\u4e00\u5b63\u5ea6\u76841.65\u6cf0\u94e2\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-75.png\" alt=\"\" class=\"wp-image-47349\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-75.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-75-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1554\" height=\"632\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-77.png\" alt=\"\" class=\"wp-image-47351\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-77.png 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-77-300x122.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-77-1024x416.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-77-768x312.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-77-1536x625.png 1536w\" sizes=\"(max-width: 1554px) 100vw, 1554px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-long-line-of-a-white-background-description-aut-3.png\" class=\"wp-image-47352\" 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\/07\/a-long-line-of-a-white-background-description-aut-3.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-long-line-of-a-white-background-description-aut-3-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/> <\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u65b0\u7535\u4fe1 (ST SP)\uff1a\u6295\u8d44\u4e8e\u4eba\u5de5\u667a\u80fd\u548c\u6570\u636e\u4e2d\u5fc3\u7684\u672a\u6765\u524d\u666f<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a2.74\uff0c\u76ee\u6807\u4ef7\uff1a2.88\uff0c\u6b62\u635f\u4ef7\uff1a2.67<\/strong>\n  <\/li><li>\n    \u65b0\u52a0\u5761\u7535\u4fe1\u6709\u9650\u516c\u53f8\u7684\u65e0\u7ebf\u7535\u4fe1\u670d\u52a1\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u5404\u79cd\u670d\u52a1\uff0c\u5305\u62ec\u56fa\u5b9a\u3001\u79fb\u52a8\u3001\u6570\u636e\u3001\u4e92\u8054\u7f51\u3001\u7535\u89c6\u548c\u6570\u5b57\u89e3\u51b3\u65b9\u6848\u3002\u65b0\u52a0\u5761\u7535\u4fe1\u670d\u52a1\u5168\u7403\u5ba2\u6237\u3002\n  <\/li><li><strong>\u5408\u4f5c\u7814\u7a76\u5de5\u4e1a\u4eba\u5de5\u667a\u80fd\u89e3\u51b3\u65b9\u6848\u3002<\/strong>\u65e5\u7acb(Hitachi)\u7684\u5b50\u516c\u53f8\u65e5\u7acb\u6570\u7801(Hitachi Digital)\u5c06\u5728\u5176\u7f8e\u56fd\u5de5\u5382\u6574\u5408\u65b0\u52a0\u5761\u7535\u4fe1\u7684Paragon\u5e73\u53f0\uff0c\u4ee5\u52a0\u5feb5G\u3001\u8fb9\u7f18\u8ba1\u7b97\u548c\u4eba\u5de5\u667a\u80fd\u7684\u90e8\u7f72\u3002\u6700\u521d\u7684\u90e8\u7f72\u5c06\u5728\u65e5\u7acb\u7f8e\u6d32\u7684\u5723\u514b\u62c9\u62c9\u7814\u53d1\u5b9e\u9a8c\u5ba4\u8fdb\u884c\uff0c\u968f\u540e\u5c06\u5728\u7f8e\u56fd\u7684\u4e00\u5bb6\u5de5\u4e1a4.0\u5de5\u5382\u8fdb\u884c\u3002\u6b64\u6b21\u5408\u4f5c\u7684\u76ee\u7684\u662f\u5728Paragon\u4e0a\u6d4b\u8bd5\u65e5\u7acb\u4eba\u5de5\u667a\u80fd\u5728\u8d28\u91cf\u4fdd\u8bc1\u3001\u5de5\u4f5c\u573a\u6240\u5b89\u5168\u3001\u57f9\u8bad\u548c\u7ef4\u62a4\u7b49\u5404\u4e2a\u9886\u57df\u7684\u5e94\u7528\u3002\u8fd9\u4e00\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u5c06\u4f7fParagon\u4e0e\u65e5\u7acb\u7684\u884c\u4e1a\u4e91\u5e94\u7528\u7a0b\u5e8f\u987a\u5229\u96c6\u6210\uff0c\u589e\u5f3a\u8fde\u63a5\u6027\u548c\u751f\u4ea7\u529b\u3002\u65e5\u7acb\u6570\u5b57\u670d\u52a1\u5c06\u63d0\u4f9bparagon\u96c6\u6210\u89e3\u51b3\u65b9\u6848\uff0c\u76ee\u6807\u5ba2\u6237\u662f\u9700\u8981\u5f3a\u5927\u7684\u5de5\u4e1a\u4eba\u5de5\u667a\u80fd\u548c\u7f51\u7edc\u529f\u80fd\u7684\u4f01\u4e1a\u5ba2\u6237\uff0c\u8fd9\u5c06\u4f7f\u4e24\u5bb6\u516c\u53f8\u53d7\u76ca\u3002\u6b64\u5916\uff0c\u968f\u7740\u4eba\u5de5\u667a\u80fd\u5e26\u6765\u65b0\u7684\u590d\u6742\u6027\uff0c\u8fd9\u4e00\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u6709\u671b\u52a0\u901f\u4f01\u4e1a\u5bf9\u4eba\u5de5\u667a\u80fd\u7684\u91c7\u7528\u3002\u6b64\u6b21\u4e0e\u65e5\u7acb\u7684\u5408\u4f5c\u5c06\u4f7f\u65b0\u52a0\u5761\u7535\u4fe1\u80fd\u591f\u6269\u5927\u5176Paragon\u5e73\u53f0\u7684\u8986\u76d6\u8303\u56f4\uff0c\u5c55\u793a\u5176\u80fd\u529b\uff0c\u4fc3\u8fdb\u65b0\u52a0\u5761\u7535\u4fe1\u5728\u5168\u7403\u5e02\u573a\u7684\u589e\u957f\u548c\u521b\u65b0\u3002\n  <\/li><li><strong>\u63a2\u7d22\u591a\u8bed\u79cd\u5927\u578b\u8bed\u8a00\u6a21\u578b\u3002<\/strong>\u5168\u7403\u7535\u4fe1\u4eba\u5de5\u667a\u80fd\u8054\u76df(GTAA)\u7684\u521b\u59cb\u6210\u5458\u65b0\u52a0\u5761\u7535\u4fe1(Singtel)\u3001\u5fb7\u56fd\u7535\u4fe1(Deutsche Telekom)\u3001e&\u3001SK\u7535\u4fe1(SK Telecom)\u548c\u8f6f\u94f6(SoftBank Corp.)\u6700\u8fd1\u5728TM\u8bba\u575b\u7684DTW24-Ignite\u4e0a\u7b7e\u7f72\u4e86\u5408\u8d44\u4f01\u4e1a(JV)\u534f\u8bae\u3002\u8be5\u5408\u8d44\u516c\u53f8\u65e8\u5728\u5171\u540c\u5f00\u53d1\u548c\u63a8\u51fa\u4e3a\u7535\u4fe1\u516c\u53f8\u91cf\u8eab\u5b9a\u5236\u7684\u591a\u8bed\u79cd\u5927\u578b\u8bed\u8a00\u6a21\u578b(Telco LLM)\u3002\u5408\u8d44\u516c\u53f8\u5c06\u83b7\u5f97\u53cc\u65b9\u540c\u7b49\u7684\u6295\u8d44\uff0c\u4ee5\u5f00\u53d1\u589e\u5f3a\u5ba2\u6237\u4e92\u52a8\u548c\u8fd0\u8425\u6548\u7387\u7684\u4eba\u5de5\u667a\u80fd\u89e3\u51b3\u65b9\u6848\u3002\u8fd9\u4e9b\u673a\u578b\u6709\u97e9\u8bed\u3001\u82f1\u8bed\u3001\u5fb7\u8bed\u3001\u963f\u62c9\u4f2f\u8bed\u548c\u5370\u5c3c\u8bed\u7b49\u8bed\u8a00\u7248\u672c\uff0c\u5c06\u6ee1\u8db3\u5168\u740350\u4e2a\u56fd\u5bb6\u7ea613\u4ebf\u7528\u6237\u7684\u9700\u6c42\u3002\u8be5\u9879\u76ee\u6b63\u5728\u7b49\u5f85\u76d1\u7ba1\u90e8\u95e8\u7684\u6279\u51c6\u3002\n  <\/li><li><strong>\u63a8\u51faSingtel28\u3002<\/strong>\u65b0\u52a0\u5761\u7535\u4fe1\u4e8e2021\u5e74\u542f\u52a8\u4e86\u6210\u529f\u7684\u6218\u7565\u91cd\u7f6e\uff0c\u5e76\u63a8\u51fa\u4e86\u65b0\u7684\u589e\u957f\u8ba1\u5212Singtel28 (ST28)\uff0c\u65e8\u5728\u6539\u5584\u5ba2\u6237\u4f53\u9a8c\u5e76\u4e3a\u80a1\u4e1c\u521b\u9020\u6301\u7eed\u4ef7\u503c\u3002\u6b64\u6b21\u91cd\u7f6e\u7684\u91cd\u70b9\u662f\u5728COVID-19\u63a8\u52a8\u7684\u52a0\u901f\u6570\u5b57\u5316\u8fdb\u7a0b\u4e2d\u5bf9\u516c\u53f8\u8fdb\u884c\u8f6c\u578b\u3002ST28\u5728\u6b64\u57fa\u7840\u4e0a\u5f3a\u8c03\u4e1a\u52a1\u7ee9\u6548\u6539\u8fdb\u548c\u667a\u80fd\u8d44\u672c\u7ba1\u7406\u3002\u5b83\u5305\u62ec\u6574\u5408\u65b0\u52a0\u5761\u7535\u4fe1\u548cOptus\u4ee5\u63a8\u52a8\u534f\u540c\u6548\u5e94\uff0c\u4e0eNCS\u548cNxera\u4e00\u8d77\u6269\u5c55\u5230ICT\u548c\u6570\u636e\u4e2d\u5fc3\u7b49\u589e\u957f\u9886\u57df\uff0c\u4ee5\u53ca\u6269\u5927Paragon\u76845G\u548c\u8fb9\u7f18\u4e91\u8ba1\u7b97\u89c4\u6a21\u3002\u8be5\u8ba1\u5212\u8fd8\u4f18\u5148\u8003\u8651\u53ef\u6301\u7eed\u6027\uff0c\u5265\u79bb\u975e\u6838\u5fc3\u8d44\u4ea7\uff0c\u5e76\u901a\u8fc7\u4fee\u8ba2\u80a1\u606f\u653f\u7b56\u548c\u8d44\u672c\u56de\u6536\u8ba1\u5212\u63d0\u9ad8\u80a1\u4e1c\u56de\u62a5\u3002\u56e0\u6b64\uff0c\u8fd9\u8868\u660e\u4e86\u5bf9\u65b0\u52a0\u5761\u7535\u4fe1\u672a\u6765\u589e\u957f\u548c\u76c8\u5229\u80fd\u529b\u7684\u4fe1\u5fc3\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u7531\u4e8e\u5546\u8a89\u548cOptus\u4f01\u4e1a\u56fa\u5b9a\u7f51\u7edc\u8d44\u4ea7\u7684\u51cf\u503c\u8d39\u7528\u9020\u621014.7\u4ebf\u65b0\u5143\u7684\u7279\u6b8a\u635f\u5931\uff0c24\u8d22\u5e74\u51c0\u5229\u6da6\u540c\u6bd4\u4e0b\u964d64%\u81f37.95\u4ebf\u65b0\u5143\u3002\u7136\u800c\uff0c\u4e0d\u5305\u62ec\u8fd9\u4e9b\u8d39\u7528\uff0c\u57fa\u672c\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f10%\u81f322.6\u4ebf\u65b0\u5143\uff0c\u663e\u793a\u533a\u57df\u8054\u8425\u8d21\u732e\u589e\u52a0\u548c\u66f4\u9ad8\u7684\u5229\u606f\u6536\u5165\u3002\u65b0\u52a0\u5761\u7535\u4fe1\u8fd8\u4fee\u8ba2\u4e86\u5176\u80a1\u606f\u653f\u7b56\uff0c\u5e76\u5ba3\u5e03\u572824\u8d22\u5e74\u652f\u4ed815\u65b0\u5206\u7684\u666e\u901a\u80a1\u606f\u603b\u989d\uff0c\u540c\u6bd4\u589e\u957f52%\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-blue-and-white-rectangular-box-with-white-text-8.png\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" class=\"wp-image-47353\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-blue-and-white-rectangular-box-with-white-text-8.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-blue-and-white-rectangular-box-with-white-text-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=\"1554\" height=\"634\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-of-stock-market-description-automatically-13.png\" alt=\"A graph of stock market\n\nDescription automatically generated with medium confidence\" class=\"wp-image-47354\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-of-stock-market-description-automatically-13.png 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-of-stock-market-description-automatically-13-300x122.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-of-stock-market-description-automatically-13-1024x418.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-of-stock-market-description-automatically-13-768x313.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-of-stock-market-description-automatically-13-1536x627.png 1536w\" sizes=\"(max-width: 1554px) 100vw, 1554px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<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\/07\/word-image-79.png\" class=\"wp-image-47364\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-79.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-79-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-47320-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-80.png\" class=\"wp-image-47366\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-80.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-80-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-47320-_34eo5yf8y7pj\"><\/a><strong>\u9f99\u6e90\u7535\u529b\u96c6\u56e2(916 HK)\uff1a\u8d70\u5411\u7eff\u8272<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a7.40\uff0c\u76ee\u6807\u4ef7\uff1a8.00\uff0c\u6b62\u635f\u4ef7\uff1a7.10<\/strong>\n  <\/li><li>\n    \u9f99\u6e90\u7535\u529b\u96c6\u56e2\u80a1\u4efd\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u7535\u529b\u9500\u552e\u4e1a\u52a1\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u7ecf\u8425\u4e09\u4e2a\u5206\u90e8\u3002\u98ce\u529b\u53d1\u7535\u5206\u90e8\u5efa\u9020\u3001\u7ba1\u7406\u53ca\u8fd0\u8425\u98ce\u529b\u53d1\u7535\u5382\u4ee5\u53ca\u751f\u4ea7\u7535\u529b\u5e76\u51fa\u552e\u4e88\u7535\u7f51\u516c\u53f8\u3002\u706b\u7535\u5206\u90e8\u5efa\u9020\u3001\u7ba1\u7406\u53ca\u8fd0\u8425\u7164\u70ad\u53d1\u7535\u5382\u4ee5\u53ca\u751f\u4ea7\u7535\u529b\u5e76\u51fa\u552e\u4e88\u7535\u7f51\u516c\u53f8\u3002\u6240\u6709\u5176\u4ed6\u5206\u90e8\u4e3b\u8981\u4ece\u4e8b\u5236\u9020\u548c\u9500\u552e\u53d1\u7535\u8bbe\u5907\u3001\u63d0\u4f9b\u54a8\u8be2\u670d\u52a1\uff0c\u5411\u98ce\u529b\u4f01\u4e1a\u63d0\u4f9b\u7ef4\u62a4\u548c\u57f9\u8bad\u670d\u52a1\u53ca\u5176\u4ed6\u53ef\u518d\u751f\u80fd\u6e90\u53d1\u7535\u53ca\u9500\u552e\u3002\n  <\/li><li><strong>\u98ce\u6e14\u4e00\u4f53\u5316\u6d6e\u52a8\u5e73\u53f0\u4e0b\u6c34\u3002<\/strong>\u4e0a\u5468\uff0c\u4e16\u754c\u9996\u4e2a\u98ce\u529b\u6e14\u4e1a\u7efc\u5408\u6d6e\u52a8\u5e73\u53f0\u5728\u798f\u5efa\u7701\u6295\u5165\u8fd0\u8425\uff0c\u8fd0\u8425\u65b9\u662f\u4e2d\u56fd\u9f99\u6e90\u7535\u529b\u96c6\u56e2\u516c\u53f8\u3002\u65b0\u578b\u98ce\u6e14\u4e00\u4f53\u5316\u6d6e\u5f0f\u5e73\u53f0\uff0c\u5728\u6d77\u4e0a\u6d6e\u5f0f\u98ce\u7535\u9886\u57df\u5f00\u521b\u4e86\u6c34\u4e0b\u517b\u9c7c\u4e0e\u6c34\u4e0a\u53d1\u7535\u76f8\u7ed3\u5408\u7684\u6d77\u6d0b\u7ecf\u6d4e\u53d1\u5c55\u65b0\u6a21\u5f0f\uff0c\u5c06\u66f4\u597d\u5730\u5229\u7528\u6d77\u6d0b\u8d44\u6e90\u3002\u6d77\u4e0a\u98ce\u529b\u53d1\u7535\u673a\u7ec4\u4ea7\u751f\u7684\u7535\u529b\u4e5f\u5c06\u4fdd\u8bc1\u517b\u6b96\u8bbe\u5907\u7684\u5b89\u5168\u7a33\u5b9a\u8fd0\u884c\uff0c\u89e3\u51b3\u4f20\u7edf\u6d77\u6d0b\u7267\u573a\u201c\u4f9b\u7535\u4e0d\u8db3\u3001\u4f9b\u7535\u4e0d\u7a33\u5b9a\u201d\u7684\u901a\u75c5\u3002\n  <\/li><li><strong>\u5411\u7eff\u8272\u80fd\u6e90\u8f6c\u578b\u3002<\/strong>\u5728\u53ef\u518d\u751f\u80fd\u6e90\u3001\u521b\u65b0\u6280\u672f\u7684\u5feb\u901f\u53d1\u5c55\u4ee5\u53ca\u653f\u5e9c\u63a8\u52a8\u53ef\u6301\u7eed\u53d1\u5c55\u7684\u96c4\u5fc3\u52c3\u52c3\u7684\u653f\u7b56\u7684\u63a8\u52a8\u4e0b\uff0c\u4e2d\u56fd\u7684\u7535\u529b\u5b58\u50a8\u5bb9\u91cf\u6709\u671b\u5927\u5e45\u589e\u957f\u3002\u6839\u636e\u4e2d\u56fd\u7535\u529b\u4f01\u4e1a\u8054\u5408\u4f1a\u7684\u6570\u636e\uff0c\u57282024\u5e74\u524d5\u4e2a\u6708\uff0c\u4e2d\u56fd\u5df2\u7ecf\u6d88\u8017\u4e86\u8d85\u8fc71800\u4ebf\u5343\u74e6\u65f6\u7684\u7eff\u8272\u7535\u529b\uff0c\u540c\u6bd4\u589e\u957f\u4e86\u4e09\u500d\u3002\u4e2d\u56fd\u5df2\u6210\u4e3a\u91c7\u7528\u53ef\u518d\u751f\u80fd\u6e90\u7684\u9886\u5bfc\u8005\uff0c\u5c24\u5176\u6ce8\u91cd\u63d0\u9ad8\u5176\u50a8\u80fd\u80fd\u529b\u30022024\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u5168\u56fd\u50a8\u80fd\u5bb9\u91cf\u5927\u5e45\u589e\u957f\uff0c\u622a\u81f33\u6708\u5e95\uff0c\u65b0\u578b\u50a8\u80fd\u88c5\u673a\u5bb9\u91cf\u8fbe\u523035.3\u5343\u5146\u74e6\uff0c\u540c\u6bd4\u589e\u957f2.1\u500d\u3002\u50a8\u80fd\u89e3\u51b3\u65b9\u6848\u662f\u5c06\u98ce\u80fd\u548c\u592a\u9633\u80fd\u7b49\u95f4\u6b47\u6027\u53ef\u518d\u751f\u80fd\u6e90\u5e76\u5165\u7535\u7f51\u7684\u5173\u952e\uff0c\u5bf9\u50a8\u80fd\u89e3\u51b3\u65b9\u6848\u7684\u9700\u6c42\u6fc0\u589e\uff0c\u523a\u6fc0\u4e86\u5168\u56fd\u8303\u56f4\u5185\u5bf9\u50a8\u80fd\u9879\u76ee\u7684\u5e7f\u6cdb\u6295\u8d44\u3002\u8fd9\u4e00\u52bf\u5934\u9884\u8ba1\u5c06\u6301\u7eed\u4e0b\u53bb\uff0c\u4f7f\u4e2d\u56fd\u5728\u672a\u6765\u51e0\u5e74\u5360\u636e\u5168\u7403\u50a8\u80fd\u5e02\u573a\u7684\u4e3b\u5bfc\u5730\u4f4d\u3002\n  <\/li><li><strong>\u51fa\u552e\u6c5f\u9634\u82cf\u9f99\u3002<\/strong>\u4e2d\u56fd\u9f99\u6e90\u7535\u529b\u96c6\u56e2\u8fd1\u65e5\u5ba3\u5e03\uff0c\u8ba1\u5212\u4ee513.2\u4ebf\u5143\u7684\u4ef7\u683c\u51fa\u552e\u6240\u6301\u6c5f\u9634\u82cf\u9f99\u70ed\u529b\u53d1\u753527%\u7684\u80a1\u4efd\u3002\u867d\u7136\u8be5\u4ea4\u6613\u5c06\u4f7f\u4e2d\u56fd\u7535\u529b\u516c\u53f8\u7684\u88c5\u673a\u5bb9\u91cf\u51cf\u5c111240.76\u5146\u74e6\uff0c\u4f46\u8be5\u4ea4\u6613\u4e5f\u5c06\u4f7f\u516c\u53f8\u7684\u51c0\u5229\u6da6\u589e\u52a02.97\u4ebf\u5143\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u3002<\/strong>\u6536\u5165\u540c\u6bd4\u589e\u957f0.10%\u81f398.8\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c\u7b2c\u4e00\u5b63\u5ea6\u4e3a98.7\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f1.3%\uff0c\u81f327.6\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c\u4e0a\u5e74\u540c\u671f\u4e3a27.2\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u7b2c\u4e00\u5b63\u5ea6\u6bcf\u80a1\u6536\u76ca\u4e3a\u4eba\u6c11\u5e010.329\u5143\uff0c\u800c\u7b2c\u4e00\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e010.325\u5143\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-83.png\" class=\"wp-image-47369\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-83.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-83-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1316\" height=\"597\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-2.jpeg\" alt=\"\" class=\"wp-image-47372\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-2.jpeg 1316w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-2-300x136.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-2-1024x465.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-2-768x348.jpeg 768w\" sizes=\"(max-width: 1316px) 100vw, 1316px\" \/><\/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\/07\/word-image-85.png\" class=\"wp-image-47376\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-85.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-85-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u643a\u7a0b\u96c6\u56e2(9961 HK)\uff1a\u6691\u5047\u5f00\u59cb\u4e86<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a370\uff0c\u76ee\u6807\u4ef7\uff1a410\uff0c\u6b62\u635f\u4ef7\uff1a350<\/strong>\n  <\/li><li>\n    \u643a\u7a0b\u96c6\u56e2\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u4e00\u7ad9\u5f0f\u65c5\u6e38\u5e73\u53f0\u8fd0\u8425\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u7684\u5e73\u53f0\u6574\u5408\u4e86\u4e00\u6574\u5957\u65c5\u6e38\u4ea7\u54c1\u548c\u670d\u52a1\u4ee5\u53ca\u5dee\u5f02\u5316\u7684\u65c5\u6e38\u5185\u5bb9\u3002\u5176\u5e73\u53f0\u805a\u5408\u4e86\u7528\u6237\u57fa\u4e8e\u771f\u5b9e\u65c5\u884c\u4f53\u9a8c\u5206\u4eab\u7684\u4ea7\u54c1\u548c\u670d\u52a1\u3001\u8bc4\u8bba\u548c\u5176\u4ed6\u5185\u5bb9\uff0c\u4ee5\u53ca\u6765\u81ea\u751f\u6001\u7cfb\u7edf\u5408\u4f5c\u4f19\u4f34\u7684\u539f\u521b\u5185\u5bb9\uff0c\u4f7f\u4f11\u95f2\u548c\u5546\u52a1\u65c5\u5ba2\u80fd\u591f\u83b7\u5f97\u65c5\u884c\u4f53\u9a8c\uff0c\u5e76\u83b7\u5f97\u5168\u9762\u7684\u4fe1\u606f\u548c\u5408\u7b97\u7684\u7684\u9884\u8ba2\u3002\u7528\u6237\u6765\u5230\u5176\u5e73\u53f0\u53ef\u9009\u62e9\u8fdb\u884c\u4efb\u4f55\u7c7b\u578b\u7684\u65c5\u884c\uff0c\u5305\u62ec\u76ee\u7684\u5730\u6d3b\u52a8\u3001\u5468\u672b\u5ea6\u5047\u548c\u77ed\u9014\u65c5\u884c\uff0c\u4ee5\u53ca\u8de8\u5883\u5ea6\u5047\u548c\u5546\u52a1\u65c5\u884c\u3002\n  <\/li><li><strong>\u5373\u5c06\u5230\u6765\u7684\u6691\u5047\u3002<\/strong>\u5728\u5373\u5c06\u5230\u6765\u7684\u6691\u5047\u671f\u95f4\uff0c\u4e2d\u56fd\u7684\u65c5\u6e38\u6c34\u5e73\u6709\u671b\u4e0a\u5347\u3002\u5305\u62ec\u4e2d\u56fd\u56fd\u9645\u822a\u7a7a\u5728\u5185\u7684\u8bb8\u591a\u822a\u7a7a\u516c\u53f8\u8ba1\u5212\u589e\u52a0\u56fd\u9645\u822a\u73ed\u6570\u91cf\uff0c\u4ee5\u6ee1\u8db3\u4e58\u5ba2\u9700\u6c42\uff0c\u5e76\u652f\u6301\u4e2d\u56fd\u7684\u5168\u7403\u6c11\u822a\u5e02\u573a\u30022024\u5e74\u6b27\u6d32\u676f\u548c2024\u5e74\u5df4\u9ece\u5965\u8fd0\u4f1a\u7b49\u4f53\u80b2\u8d5b\u4e8b\u4e5f\u6fc0\u53d1\u4e86\u4eba\u4eec\u590f\u5b63\u524d\u5f80\u6b27\u6d32\u65c5\u6e38\u7684\u5174\u8da3\u3002\u8fd9\u4e9b\u70ed\u95e8\u76ee\u7684\u5730\u7684\u673a\u7968\u548c\u9152\u5e97\u9884\u8ba2\u91cf\u540c\u6bd4\u589e\u957f\u663e\u8457\u3002\u636e\u540c\u7a0b\u65c5\u6e38\u79f0\uff0c7\u6708\u4efd\u4e2d\u56fd\u4e3b\u8981\u57ce\u5e02\u98de\u5f80\u5df4\u9ece\u7684\u822a\u73ed\u9884\u8ba2\u91cf\u540c\u6bd4\u589e\u957f\u8d85\u8fc770%\uff0c\u800c\u540c\u671f\u5df4\u9ece\u7684\u9152\u5e97\u9884\u8ba2\u91cf\u540c\u6bd4\u589e\u957f150%\uff0c\u51f8\u663e\u4e86\u590f\u5b63\u65c5\u6e38\u7684\u5f3a\u52b2\u8d8b\u52bf\u3002\n  <\/li><li><strong>\u514d\u7b7e\u8bc1\u65c5\u884c\u7684\u5174\u8da3\u589e\u5f3a\u3002<\/strong>\u4e2d\u56fd\u6700\u8fd1\u5c06\u6fb3\u5927\u5229\u4e9a\u5217\u5165\u514d\u7b7e\u540d\u5355\uff0c\u8fd9\u6fc0\u53d1\u4e86\u6fb3\u5927\u5229\u4e9a\u6e38\u5ba2\u5bf9\u4e2d\u56fd\u7684\u5174\u8da3\u3002\u5468\u4e00\u6d88\u606f\u516c\u5e03\u540e\u4ec530\u5206\u949f\uff0c\u4e2d\u56fd\u6700\u5927\u7684\u5728\u7ebf\u65c5\u884c\u793e\u643a\u7a0b(Trip.com)\u5c31\u53d1\u73b0\uff0c\u6fb3\u5927\u5229\u4e9a\u6e38\u5ba2\u5bf9\u4e2d\u56fd\u76f8\u5173\u5173\u952e\u8bcd\u7684\u641c\u7d22\u91cf\u8f83\u524d\u4e00\u5929\u6fc0\u589e\u4e8680%\u4ee5\u4e0a\u3002\u81ea\u4eca\u5e74\u5e74\u521d\u4ee5\u6765\uff0c\u968f\u7740\u4e2d\u56fd\u548c\u6fb3\u5927\u5229\u4e9a\u4e4b\u95f4\u7684\u65b0\u822a\u73ed\u548c\u9891\u6b21\u589e\u52a0\uff0c\u4e24\u56fd\u4e4b\u95f4\u7684\u65c5\u884c\u4e00\u76f4\u5728\u589e\u52a0\u3002\u7531\u4e8e\u514d\u7b7e\u8bc1\u653f\u7b56\uff0cTrip.com\u6709\u671b\u4ece\u9884\u671f\u7684\u65c5\u6e38\u4eba\u6570\u589e\u957f\u4e2d\u53d7\u76ca\u3002\n  <\/li><li><strong>\u8fdb\u4e00\u6b65\u62d3\u5c55\u4e9a\u592a\u5730\u533a\u4e1a\u52a1\u3002<\/strong>\u643a\u7a0b\u7f51\u96c6\u56e2\u6700\u8fd1\u4e0e\u9a6c\u6765\u897f\u4e9a\u65c5\u6e38\u5c40\u5728ITB\u4e2d\u56fd\u8d38\u6613\u5c55\u671f\u95f4\u7b7e\u7f72\u4e86\u4e00\u4efd\u4e3a\u671f\u4e09\u5e74\u7684\u5408\u4f5c\u5907\u5fd8\u5f55\u3002\u8be5\u534f\u8bae\u65e8\u5728\u5c06\u53cc\u65b9\u73b0\u6709\u7684\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u4ece\u4e2d\u56fd\u6269\u5c55\u5230\u66f4\u5e7f\u6cdb\u7684\u4e9a\u592a\u5730\u533a\u3002\u6b64\u6b21\u5408\u4f5c\u7684\u91cd\u70b9\u5c06\u662f\u5438\u5f15\u66f4\u591a\u7684\u4e2d\u56fd\u548c\u56fd\u9645\u6e38\u5ba2\u5230\u9a6c\u6765\u897f\u4e9a\u65c5\u6e38\uff0c\u5f3a\u8c03\u8425\u9500\u5de5\u4f5c\u548c\u63a8\u5e7f\u9152\u5e97\u548c\u666f\u70b9\u7b49\u5173\u952e\u4ea7\u54c1\u3002\u8fd9\u4e00\u4e3e\u63aa\u9884\u8ba1\u5c06\u5bf9Trip.com\u96c6\u56e2\u7684\u6536\u5165\u4ea7\u751f\u79ef\u6781\u5f71\u54cd\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u3002<\/strong>\u6536\u5165\u540c\u6bd4\u589e\u957f29%\u81f3119\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a92\u4ebf\u5143\u4eba\u6c11\u5e01\u300224\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8c03\u6574\u540e\u51c0\u5229\u6da6\u589e\u957f26%\u81f343\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a34\u4ebf\u5143\u4eba\u6c11\u5e01\u300224\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u644a\u8584\u540e\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4e3a6.38\u5143\u4eba\u6c11\u5e01\uff0c\u800c23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a5.02\u5143\u4eba\u6c11\u5e01\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-blue-and-white-rectangular-object-with-numbers-7.png\" class=\"wp-image-47377\" alt=\"A blue and white rectangular object with numbers\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-blue-and-white-rectangular-object-with-numbers-7.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-blue-and-white-rectangular-object-with-numbers-7-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1262\" height=\"634\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-with-lines-and-numbers-description-automa-3.png\" alt=\"A graph with lines and numbers\n\nDescription automatically generated with medium confidence\" class=\"wp-image-47378\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-with-lines-and-numbers-description-automa-3.png 1262w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-with-lines-and-numbers-description-automa-3-300x151.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-with-lines-and-numbers-description-automa-3-1024x514.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-with-lines-and-numbers-description-automa-3-768x386.png 768w\" sizes=\"(max-width: 1262px) 100vw, 1262px\" \/><\/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\/07\/word-image-86.png\" alt=\"\" class=\"wp-image-47379\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-86.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-86-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-47320-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-87.png\" class=\"wp-image-47380\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-87.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-87-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-87-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-47320-_i97spf5o8m4c\"><\/a><a id=\"post-47320-_jovpx3ajfm4s\"><\/a><strong>Zscaler Inc (ZS US)\uff1a\u7f51\u7edc\u5b89\u5168\u9700\u6c42<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a190\uff0c\u76ee\u6807\u4ef7\uff1a210\uff0c\u6b62\u635f\u4ef7\uff1a180<\/strong>\n  <\/li><li>\n    Zscaler, Inc.\u662f\u4e00\u5bb6\u5b89\u5168\u8f6f\u4ef6\u516c\u53f8\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u57fa\u4e8e\u4e91\u7684\u5e73\u53f0\uff0c\u63d0\u4f9bweb\u548c\u79fb\u52a8\u5b89\u5168\u3001\u5a01\u80c1\u9632\u62a4\u3001\u4e91\u5e94\u7528\u53ef\u89c1\u6027\u548c\u7f51\u7edc\u89e3\u51b3\u65b9\u6848\u3002Zscaler\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002\n  <\/li><li><strong>\u4e0e\u82f1\u4f1f\u8fbe\u5408\u4f5c\u3002<\/strong>Zscaler\u5ba3\u5e03\u4e0e\u82f1\u4f1f\u8fbe\u5408\u4f5c\uff0c\u5229\u7528\u4eba\u5de5\u667a\u80fd\u8f85\u52a9\u9a7e\u9a76\u6280\u672f\u589e\u5f3a\u4f01\u4e1a\u5b89\u5168\u6027\u548c\u7528\u6237\u4f53\u9a8c\u3002\u8fd9\u4e00\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u5c06\u4f7fZscaler\u80fd\u591f\u5229\u7528\u82f1\u4f1f\u8fbe\u4eba\u5de5\u667a\u80fd\u6280\u672f\uff0c\u901a\u8fc7\u5176\u96f6\u4fe1\u4efb\u4ea4\u6362\u5e73\u53f0\u6bcf\u5929\u5904\u7406\u8d85\u8fc74000\u4ebf\u7b14\u4ea4\u6613\u3002\u6b64\u6b21\u5408\u4f5c\u5f15\u5165\u4e86\u65b0\u7684\u4eba\u5de5\u667a\u80fd\u529f\u80fd\uff0c\u5305\u62ec\u82f1\u4f1f\u8fbe NeMo guarrails\u548c\u82f1\u4f1f\u8fbe Morpheus\u6846\u67b6\uff0c\u4ee5\u62b5\u5fa1\u7f51\u7edc\u5a01\u80c1\u5e76\u7b80\u5316IT\u548c\u7f51\u7edc\u8fd0\u8425\u3002Zscaler ZDX Copilot\u4e0e\u82f1\u4f1f\u8fbeNeMo guardails\u5408\u4f5c\uff0c\u63d0\u4f9b\u5bf9\u7f51\u7edc\u3001\u8bbe\u5907\u548c\u5e94\u7528\u7a0b\u5e8f\u6027\u80fd\u7684\u6d1e\u5bdf\uff0c\u7b80\u5316\u4e86\u66f4\u5927\u89c4\u6a21\u7684IT\u652f\u6301\u548c\u8fd0\u8425\u3002\u6b64\u5916\uff0cZscaler\u5c06\u5229\u7528\u82f1\u4f1f\u8fbe\u7684Morpheus\u6846\u67b6\u548c\u82f1\u4f1f\u8fbeNIM\u63a8\u7406\u5fae\u670d\u52a1\u6765\u90e8\u7f72\u9884\u6d4b\u548c\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u89e3\u51b3\u65b9\u6848\uff0c\u5305\u62ec\u5e26\u6709\u82f1\u4f1f\u8fbe Morpheus\u7684Zscaler ZDX Copilot\u548c\u5e26\u6709\u82f1\u4f1f\u8fbe NIM\u7684Zscaler ZDX Copilot\uff0c\u8fd9\u6709\u52a9\u4e8e\u52a0\u901f\u5a01\u80c1\u68c0\u6d4b\u548c\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u6a21\u578b\u7684\u90e8\u7f72\u3002\n  <\/li><li><strong>\u4eba\u5de5\u667a\u80fd\u4e0e\u7f51\u7edc\u5b89\u5168\u7684\u5173\u7cfb\u3002<\/strong>\u57282024\u5e74\u4e0a\u534a\u5e74\uff0c\u7f51\u7edc\u5b89\u5168\u521d\u521b\u516c\u53f8\u7684\u8d44\u91d1\u663e\u8457\u589e\u52a0\uff0c\u5c24\u5176\u662f\u90a3\u4e9b\u5229\u7528\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u7684\u516c\u53f8\u3002\u8fd9\u4e00\u53cd\u5f39\u53d1\u751f\u57282023\u5e74\u65e9\u671f\u878d\u8d44\u4ea4\u6613\u51cf\u5c11\u4e4b\u540e\u3002\u7f51\u7edc\u5b89\u5168\u9886\u57df\u7684\u98ce\u9669\u6295\u8d44\u518d\u6b21\u4e0a\u5347\uff0c\u5c24\u5176\u5173\u6ce8\u5a01\u80c1\u7ba1\u7406\u548c\u8bbf\u95ee\u63a7\u5236\u7684\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u89e3\u51b3\u65b9\u6848\u3002\u653b\u51fb\u8005\u548c\u9632\u5fa1\u8005\u90fd\u8d8a\u6765\u8d8a\u591a\u5730\u5728\u7f51\u7edc\u5b89\u5168\u4e2d\u4f7f\u7528\u4eba\u5de5\u667a\u80fd\uff0c\u8fd9\u8868\u660e\u8be5\u884c\u4e1a\u6b63\u5728\u53d1\u751f\u8f6c\u53d8\u3002\u968f\u7740\u4eba\u5de5\u667a\u80fd\u7684\u4e0d\u65ad\u53d1\u5c55\uff0c\u5b83\u5bf9\u7f51\u7edc\u5b89\u5168\u7684\u5f71\u54cd\u5bf9\u653b\u51fb\u8005\u548c\u9632\u5fa1\u8005\u6765\u8bf4\u90fd\u53d8\u5f97\u975e\u5e38\u91cd\u8981\u3002\u4eba\u5de5\u667a\u80fd\u5141\u8bb8\u7f51\u7edc\u5a01\u80c1\u8fdb\u884c\u66f4\u6210\u529f\u7684\u5927\u89c4\u6a21\u7f51\u7edc\u9493\u9c7c\u6d3b\u52a8\uff0c\u5e76\u4f7f\u7528\u6df1\u5ea6\u4f2a\u9020\u8fdb\u884c\u6b3a\u9a97\u3002\u5728\u7f51\u7edc\u9632\u5fa1\u4e2d\uff0c\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u5b89\u5168\u7cfb\u7edf\u901a\u8fc7\u5206\u6790\u6a21\u5f0f\u548c\u9884\u6d4b\u6f5c\u5728\u6f0f\u6d1e\uff0c\u63d0\u4f9b\u4e86\u4e00\u79cd\u4e3b\u52a8\u7684\u5a01\u80c1\u68c0\u6d4b\u65b9\u6cd5\u3002\u4eba\u5de5\u667a\u80fd\u7684\u5feb\u901f\u53d1\u5c55\u7ed9\u7f51\u7edc\u5b89\u5168\u5e26\u6765\u4e86\u65b0\u7684\u590d\u6742\u6027\uff0c\u9700\u8981\u52a0\u5927\u5bf9\u4eba\u5de5\u667a\u80fd\u7f51\u7edc\u9632\u5fa1\u7684\u6295\u8d44\uff0c\u4ee5\u5e94\u5bf9\u73b0\u4ee3\u7f51\u7edc\u98ce\u9669\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u6536\u5165\u540c\u6bd4\u589e\u957f32.1%\u81f35.532\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f1711\u4e07\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.88\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.23\u7f8e\u5143\u3002\u9884\u8ba1\u7b2c4\u5b63\u5ea6\u8425\u6536\u57285.65\u4ebf\u7f8e\u5143\u81f35.67\u4ebf\u7f8e\u5143\u4e4b\u95f4\uff0c\u800c\u5e02\u573a\u9884\u671f\u4e3a5.6498\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u9884\u8ba1\u4e3a0.69\u7f8e\u5143\u81f30.70\u7f8e\u5143\uff0c\u800c\u5e02\u573a\u9884\u671f\u4e3a0.67\u7f8e\u5143\u300224\u8d22\u5e74\u6536\u5165\u7ea6\u4e3a21.4\u4ebf\u81f321.42\u4ebf\u7f8e\u5143\uff0c\u800c\u5e02\u573a\u9884\u671f\u4e3a22.1\u4ebf\u7f8e\u5143\uff1bNon-GAAP\u6bcf\u80a1\u6536\u76ca\u57282.99\u81f33.01\u7f8e\u5143\u4e4b\u95f4\uff0c\u800c\u5e02\u573a\u9884\u671f\u4e3a2.76\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\/07\/a-blue-and-white-rectangular-object-with-white-tex-5.png\" alt=\"A blue and white rectangular object with white text\n\nDescription automatically generated\" class=\"wp-image-47381\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-blue-and-white-rectangular-object-with-white-tex-5.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-blue-and-white-rectangular-object-with-white-tex-5-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1554\" height=\"632\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-white-background-description-automat-3.png\" alt=\"A graph on a white background\n\nDescription automatically generated\" class=\"wp-image-47382\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-white-background-description-automat-3.png 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-white-background-description-automat-3-300x122.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-white-background-description-automat-3-1024x416.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-white-background-description-automat-3-768x312.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-white-background-description-automat-3-1536x625.png 1536w\" sizes=\"(max-width: 1554px) 100vw, 1554px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-long-line-of-a-flag-description-automatically-g-3.png\" class=\"wp-image-47383\" alt=\"A long line of a flag\n\nDescription automatically generated with medium confidence\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-long-line-of-a-flag-description-automatically-g-3.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-long-line-of-a-flag-description-automatically-g-3-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-long-line-of-a-flag-description-automatically-g-3-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u7231\u5f7c\u8fce(ABNB US)\uff1a\u5df4\u9ece\u5965\u8fd0\u4f1a\u5e26\u6765\u7684\u987a\u98ce<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a147\uff0c\u76ee\u6807\u4ef7\uff1a165\uff0c\u6b62\u635f\u4ef7\uff1a141<\/strong>\n  <\/li><li>\n    \u7231\u5f7c\u8fce\u7ecf\u8425\u4e00\u4e2a\u65c5\u6e38\u8d44\u8baf\u548c\u9884\u8ba2\u670d\u52a1\u7684\u7ebf\u4e0a\u5e02\u573a\u3002\u8be5\u516c\u53f8\u900f\u8fc7\u7f51\u7ad9\u548c\u884c\u52a8\u5e94\u7528\u7a0b\u5f0f\u63d0\u4f9b\u4f4f\u5bbf\u3001\u6c11\u5bbf\u548c\u65c5\u6e38\u670d\u52a1\u3002\u7231\u5f7c\u8fce\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002\u3002\n  <\/li><li><strong>\u53d7\u76ca\u4e8e\u5df4\u9ece\u5965\u8fd0\u4f1a\u53ca\u6b27\u6d32\u676f\u3002 <\/strong>4\u5e74\u4e00\u5ea6\u7684\u5965\u8fd0\u4f1a\u5c06\u4e8e7\u6708\u81f38\u6708\u5728\u5df4\u9ece\u4e3e\u884c\uff0c\u9884\u8ba1\u5c06\u6709300\u4e07\u65c5\u5ba2\u5230\u8bbf\u5df4\u9ece\uff0c\u5c4a\u65f6\u5c06\u5e26\u52a8\u5df4\u9ece\u53ca\u5468\u8fb9\u57ce\u5e02\u7684\u4f4f\u5bbf\u53ca\u9910\u996e\u3002\u76ee\u524d\u7231\u5f7c\u8fce\u5728\u5df4\u9ece\u7684\u8ba2\u623f\u66b4\u589e400%\uff0c\u5176\u4ed6\u5468\u8fb9\u57ce\u5e02\u5982\u5723\u4f46\u5c3c\u548c\u590f\u6258\u9c81\u7b49\u8ba2\u623f\u91cf\u4e5f\u98d9\u5347\u3002\u6b64\u524d\uff0c\u516c\u53f8\u4e8e\u56fd\u9645\u5965\u59d4\u4f1a\u8fbe\u6210\u534f\u8bae\uff0c\u5728\u5df4\u9ece\u5f00\u5c55\u77ed\u79df\u4e1a\u52a1\u3002\u4f46\u5df4\u9ece\u9650\u5236\u77ed\u79df\u665a\u6570\u4e0a\u9650\u4e3a\u6bcf\u5e74120\u665a\u3002\u9664\u4e86\u5373\u5c06\u5230\u6765\u7684\u5965\u8fd0\u4f1a\uff0c\u6b63\u5728\u4e3e\u884c\u7684\u6b27\u6d32\u676f\u4ea6\u4e3a\u7231\u5f7c\u8fce\u5728\u6b27\u6d32\u7684\u9884\u5b9a\u91cf\u4e0a\u6da8\u3002\n  <\/li><li><strong>\u590f\u5b63\u65c5\u6e38\u65fa\u5b63\u3002<\/strong>\u7231\u5f7c\u8fce\u7684\u6536\u5165\u6709\u660e\u663e\u7684\u5b63\u8282\u6027\u8d77\u4f0f\uff0c7\u6708\u81f38\u6708\u4e3a\u9884\u5b9a\u91cf\u7684\u9ad8\u5cf0\u3002\u80a1\u4ef7\u540c\u6837\u6709\u7c7b\u4f3c\u7684\u5b63\u8282\u6027\u6548\u5e94\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u80a1\u4ef7\u5b63\u8282\u6027\u56fe<\/strong>\n  <img loading=\"lazy\" decoding=\"async\" width=\"1351\" height=\"384\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-computer-description-automatica-16.png\" class=\"wp-image-47384\" alt=\"A screenshot of a computer\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-computer-description-automatica-16.png 1351w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-computer-description-automatica-16-300x85.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-computer-description-automatica-16-1024x291.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-computer-description-automatica-16-768x218.png 768w\" sizes=\"(max-width: 1351px) 100vw, 1351px\" \/>\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>24\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u8d85\u9884\u671f\u3002<\/strong>\u8425\u6536\u5e74\u589e18%\u81f321.4\u4ebf\u7f8e\u5143\uff0c\u8d85\u4e8e\u9884\u671f8,000\u4e07\u7f8e\u5143\u3002 GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.41\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.18\u7f8e\u5143\u3002\u9884\u8ba1\u7b2c\u4e8c\u5b63\u8425\u6536\u572826.8\u4ebf\u81f327.4\u4ebf\u7f8e\u5143\u533a\u95f4\uff0c\u5e02\u573a\u5171\u8bc6\u4e3a27.4\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\/07\/a-blue-and-white-rectangular-object-with-numbers-8.png\" alt=\"A blue and white rectangular object with numbers\n\nDescription automatically generated\" class=\"wp-image-47385\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-blue-and-white-rectangular-object-with-numbers-8.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-blue-and-white-rectangular-object-with-numbers-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=\"1316\" height=\"615\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-screen-description-automatically-gen-3.png\" alt=\"A graph on a screen\n\nDescription automatically generated\" class=\"wp-image-47386\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-screen-description-automatically-gen-3.png 1316w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-screen-description-automatically-gen-3-300x140.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-screen-description-automatically-gen-3-1024x479.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-screen-description-automatically-gen-3-768x359.png 768w\" sizes=\"(max-width: 1316px) 100vw, 1316px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\">^ Back To Top<\/a> <\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-47320-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-88.png\" class=\"wp-image-47388\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-88.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-88-300x64.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\/07\/word-image-89.png\" alt=\"\" class=\"wp-image-47389\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-89.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-89-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Add Banyan Tree Holdings (BTH SP) at S$0.390 and Trip.com Group Ltd (9961 HK) at HK$370. Cut loss on Genting Singapore Ltd (GENS SP) at S$0.84.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"426\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-data-sheet-description-automati-1.png\" alt=\"A screenshot of a data sheet\n\nDescription automatically generated\" class=\"wp-image-47390\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-data-sheet-description-automati-1.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-data-sheet-description-automati-1-300x136.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-data-sheet-description-automati-1-768x347.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 \u9999\u6e2f ^ Back To Top \u60a6\u6995\u63a7\u80a1(BTH SP)\uff1a\u590f\u5b63\u5b63\u8282\u6027\u6548\u5e94 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.39\uff0c\u76ee\u6807\u4ef7\uff1a0.43\uff0c\u6b62\u635f\u4ef7\uff1a0.37 \u60a6\u6995\u63a7\u80a1\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u5176\u5b50\u516c\u53f8\u62e5\u6709\u548c\u7ba1\u7406\u9152\u5e97\u96c6\u56e2\u3002\u8be5\u516c\u53f8\u4e13\u6ce8\u4e8e\u9152\u5e97\uff0c\u5ea6\u5047\u6751\uff0c\u6c34\u7597\u4e2d\u5fc3\uff0c\u753b\u5eca\uff0c\u9ad8\u5c14\u592b\u7403\u573a\u548c\u4f4f\u5b85\uff0c\u4ee5\u53ca\u63d0\u4f9b\u6295\u8d44\uff0c\u8bbe\u8ba1\uff0c\u65bd\u5de5\u548c\u9879\u76ee\u7ba1\u7406\u670d\u52a1\u3002\u60a6\u6995\u63a7\u80a1\u670d\u52a1\u4e8e\u5168\u7403\u5ba2\u6237\u3002 \u5373\u5c06\u5230\u6765\u7684\u6691\u5047\u3002\u9884\u8ba1\u5728\u5373\u5c06\u5230\u6765\u7684\u590f\u5b63\uff0c\u65c5\u6e38\u6c34\u5e73\u5c06\u4f1a\u4e0a\u5347\u3002\u8bb8\u591a\u822a\u7a7a\u516c\u53f8\u5df2\u7ecf\u589e\u52a0\u4e86\u56fd\u9645\u822a\u73ed\u7684\u6570\u91cf\uff0c\u4ee5\u6ee1\u8db3\u65e5\u76ca\u589e\u957f\u7684\u65c5\u884c\u9700\u6c42\u30022024\u5e74\u6b27\u6d32\u676f\u548c2024\u5e74\u5df4\u9ece\u5965\u8fd0\u4f1a\u7b49\u4f53\u80b2\u8d5b\u4e8b\u5f15\u53d1\u4e86\u4eba\u4eec\u5bf9\u590f\u5b63\u6b27\u6d32\u65c5\u6e38\u7684\u6d53\u539a\u5174\u8da3\u3002\u5728\u8fd9\u4e9b\u70ed\u95e8\u76ee\u7684\u5730\uff0c\u673a\u7968\u548c\u9152\u5e97\u9884\u8ba2\u91cf\u7684\u540c\u6bd4\u589e\u957f\u975e\u5e38\u53ef\u89c2\u3002\u5df4\u9ece\u653f\u5e9c\u9884\u8ba1\uff0c\u7531\u4e8e2024\u5e74\u5df4\u9ece\u5965\u8fd0\u4f1a\uff0c7\u6708\u5e95\u81f39\u6708\u521d\u671f\u95f4\u5c06\u67091500\u4e07\u6e38\u5ba2\u3002\u6839\u636e\u6570\u5b57\u9884\u8ba2\u7f51\u7ad9Hopper\u7684\u6570\u636e\uff0c\u5f00\u5e55\u5f0f\u5468\u672b\u671f\u95f4\u4ece\u7f8e\u56fd\u98de\u5f80\u5df4\u9ece\u7684\u673a\u7968\u5e73\u5747\u6bcf\u5f20\u7ea6\u4e3a877\u7f8e\u5143\uff0c\u53cd\u6620\u51fa\u4eba\u4eec\u5bf9\u590f\u5b63\u65c5\u6e38\u7684\u5174\u8da3\u65e5\u76ca\u6d53\u539a\u3002 \u589e\u52a0\u5e02\u573a\u5360\u6709\u7387\u3002\u60a6\u6995\u6811\u6700\u8fd1\u5ba3\u5e03\u5c06\u4e8e2024\u5e74\u7b2c\u4e09\u5b63\u5ea6\u5728\u4eac\u90fd\u4e1c\u5c71\u60a6\u6995\u6811\u5f00\u4e1a\u3002\u65b0\u9152\u5e97\u5c06\u62e5\u670952\u95f4\u5ba2\u623f\uff0c\u4e00\u4e2a\u6807\u5fd7\u6027\u7684\u60a6\u6995\u6c34\u7597\u4e2d\u5fc3\uff0c\u548c\u4e24\u4e2a\u72ec\u7279\u7684\u9910\u996e\u4f53\u9a8c\u3002\u60a6\u6995\u96c6\u56e2\u76ee\u524d\u572820\u591a\u4e2a\u56fd\u5bb6\u62e5\u670980\u591a\u5bb6\u9152\u5e97\u548c\u5ea6\u5047\u6751\uff0c60\u591a\u5bb6\u6c34\u7597\u4e2d\u5fc3\u548c\u753b\u5eca\uff0c\u4ee5\u53ca14\u5bb6\u54c1\u724c\u4f4f\u5b85\u3002\u6b64\u5916\uff0c\u8be5\u516c\u53f8\u8fd8\u88ab\u4efb\u547d\u7ba1\u7406\u5df4\u54c8\u9a6c\u6bd4\u7c73\u5c3c\u5c9b\u7684\u4e00\u4e2a\u65b0\u7684\u8c6a\u534e\u5ea6\u5047\u5c9b\u3002\u8fd9\u4e9b\u6269\u5f20\u5f70\u663e\u4e86\u60a6\u6995\u4f5c\u4e3a\u5168\u7403\u9152\u5e97\u54c1\u724c\u7684\u5b9e\u529b\u3002 24\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u56de\u987e\u3002\u7b2c\u4e00\u5b63\u5ea6\u6536\u5165\u589e\u957f38.8%\u81f319.9\u4ebf\u6cf0\u94e2\uff0c\u800c\u7b2c\u4e00\u5b63\u5ea6\u4e3a13.7\u4ebf\u6cf0\u94e2\u300224\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u51c0\u5229\u6da6\u4e3a2.899\u4ebf\u6cf0\u94e2\uff0c\u800c23\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a6530\u4e07\u6cf0\u94e2\u3002\u6bcf\u80a1\u6536\u76ca\u4ece23\u5e74\u7b2c\u4e00\u5b63\u5ea6\u76840.38\u6cf0\u94e2\u5347\u81f324\u5e74\u7b2c\u4e00\u5b63\u5ea6\u76841.65\u6cf0\u94e2\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u65b0\u7535\u4fe1 (ST SP)\uff1a\u6295\u8d44\u4e8e\u4eba\u5de5\u667a\u80fd\u548c\u6570\u636e\u4e2d\u5fc3\u7684\u672a\u6765\u524d\u666f \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a2.74\uff0c\u76ee\u6807\u4ef7\uff1a2.88\uff0c\u6b62\u635f\u4ef7\uff1a2.67 \u65b0\u52a0\u5761\u7535\u4fe1\u6709\u9650\u516c\u53f8\u7684\u65e0\u7ebf\u7535\u4fe1\u670d\u52a1\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u5404\u79cd\u670d\u52a1\uff0c\u5305\u62ec\u56fa\u5b9a\u3001\u79fb\u52a8\u3001\u6570\u636e\u3001\u4e92\u8054\u7f51\u3001\u7535\u89c6\u548c\u6570\u5b57\u89e3\u51b3\u65b9\u6848\u3002\u65b0\u52a0\u5761\u7535\u4fe1\u670d\u52a1\u5168\u7403\u5ba2\u6237\u3002 \u5408\u4f5c\u7814\u7a76\u5de5\u4e1a\u4eba\u5de5\u667a\u80fd\u89e3\u51b3\u65b9\u6848\u3002\u65e5\u7acb(Hitachi)\u7684\u5b50\u516c\u53f8\u65e5\u7acb\u6570\u7801(Hitachi Digital)\u5c06\u5728\u5176\u7f8e\u56fd\u5de5\u5382\u6574\u5408\u65b0\u52a0\u5761\u7535\u4fe1\u7684Paragon\u5e73\u53f0\uff0c\u4ee5\u52a0\u5feb5G\u3001\u8fb9\u7f18\u8ba1\u7b97\u548c\u4eba\u5de5\u667a\u80fd\u7684\u90e8\u7f72\u3002\u6700\u521d\u7684\u90e8\u7f72\u5c06\u5728\u65e5\u7acb\u7f8e\u6d32\u7684\u5723\u514b\u62c9\u62c9\u7814\u53d1\u5b9e\u9a8c\u5ba4\u8fdb\u884c\uff0c\u968f\u540e\u5c06\u5728\u7f8e\u56fd\u7684\u4e00\u5bb6\u5de5\u4e1a4.0\u5de5\u5382\u8fdb\u884c\u3002\u6b64\u6b21\u5408\u4f5c\u7684\u76ee\u7684\u662f\u5728Paragon\u4e0a\u6d4b\u8bd5\u65e5\u7acb\u4eba\u5de5\u667a\u80fd\u5728\u8d28\u91cf\u4fdd\u8bc1\u3001\u5de5\u4f5c\u573a\u6240\u5b89\u5168\u3001\u57f9\u8bad\u548c\u7ef4\u62a4\u7b49\u5404\u4e2a\u9886\u57df\u7684\u5e94\u7528\u3002\u8fd9\u4e00\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u5c06\u4f7fParagon\u4e0e\u65e5\u7acb\u7684\u884c\u4e1a\u4e91\u5e94\u7528\u7a0b\u5e8f\u987a\u5229\u96c6\u6210\uff0c\u589e\u5f3a\u8fde\u63a5\u6027\u548c\u751f\u4ea7\u529b\u3002\u65e5\u7acb\u6570\u5b57\u670d\u52a1\u5c06\u63d0\u4f9bparagon\u96c6\u6210\u89e3\u51b3\u65b9\u6848\uff0c\u76ee\u6807\u5ba2\u6237\u662f\u9700\u8981\u5f3a\u5927\u7684\u5de5\u4e1a\u4eba\u5de5\u667a\u80fd\u548c\u7f51\u7edc\u529f\u80fd\u7684\u4f01\u4e1a\u5ba2\u6237\uff0c\u8fd9\u5c06\u4f7f\u4e24\u5bb6\u516c\u53f8\u53d7\u76ca\u3002\u6b64\u5916\uff0c\u968f\u7740\u4eba\u5de5\u667a\u80fd\u5e26\u6765\u65b0\u7684\u590d\u6742\u6027\uff0c\u8fd9\u4e00\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u6709\u671b\u52a0\u901f\u4f01\u4e1a\u5bf9\u4eba\u5de5\u667a\u80fd\u7684\u91c7\u7528\u3002\u6b64\u6b21\u4e0e\u65e5\u7acb\u7684\u5408\u4f5c\u5c06\u4f7f\u65b0\u52a0\u5761\u7535\u4fe1\u80fd\u591f\u6269\u5927\u5176Paragon\u5e73\u53f0\u7684\u8986\u76d6\u8303\u56f4\uff0c\u5c55\u793a\u5176\u80fd\u529b\uff0c\u4fc3\u8fdb\u65b0\u52a0\u5761\u7535\u4fe1\u5728\u5168\u7403\u5e02\u573a\u7684\u589e\u957f\u548c\u521b\u65b0\u3002 \u63a2\u7d22\u591a\u8bed\u79cd\u5927\u578b\u8bed\u8a00\u6a21\u578b\u3002\u5168\u7403\u7535\u4fe1\u4eba\u5de5\u667a\u80fd\u8054\u76df(GTAA)\u7684\u521b\u59cb\u6210\u5458\u65b0\u52a0\u5761\u7535\u4fe1(Singtel)\u3001\u5fb7\u56fd\u7535\u4fe1(Deutsche Telekom)\u3001e&#038;\u3001SK\u7535\u4fe1(SK Telecom)\u548c\u8f6f\u94f6(SoftBank Corp.)\u6700\u8fd1\u5728TM\u8bba\u575b\u7684DTW24-Ignite\u4e0a\u7b7e\u7f72\u4e86\u5408\u8d44\u4f01\u4e1a(JV)\u534f\u8bae\u3002\u8be5\u5408\u8d44\u516c\u53f8\u65e8\u5728\u5171\u540c\u5f00\u53d1\u548c\u63a8\u51fa\u4e3a\u7535\u4fe1\u516c\u53f8\u91cf\u8eab\u5b9a\u5236\u7684\u591a\u8bed\u79cd\u5927\u578b\u8bed\u8a00\u6a21\u578b(Telco LLM)\u3002\u5408\u8d44\u516c\u53f8\u5c06\u83b7\u5f97\u53cc\u65b9\u540c\u7b49\u7684\u6295\u8d44\uff0c\u4ee5\u5f00\u53d1\u589e\u5f3a\u5ba2\u6237\u4e92\u52a8\u548c\u8fd0\u8425\u6548\u7387\u7684\u4eba\u5de5\u667a\u80fd\u89e3\u51b3\u65b9\u6848\u3002\u8fd9\u4e9b\u673a\u578b\u6709\u97e9\u8bed\u3001\u82f1\u8bed\u3001\u5fb7\u8bed\u3001\u963f\u62c9\u4f2f\u8bed\u548c\u5370\u5c3c\u8bed\u7b49\u8bed\u8a00\u7248\u672c\uff0c\u5c06\u6ee1\u8db3\u5168\u740350\u4e2a\u56fd\u5bb6\u7ea613\u4ebf\u7528\u6237\u7684\u9700\u6c42\u3002\u8be5\u9879\u76ee\u6b63\u5728\u7b49\u5f85\u76d1\u7ba1\u90e8\u95e8\u7684\u6279\u51c6\u3002 \u63a8\u51faSingtel28\u3002\u65b0\u52a0\u5761\u7535\u4fe1\u4e8e2021\u5e74\u542f\u52a8\u4e86\u6210\u529f\u7684\u6218\u7565\u91cd\u7f6e\uff0c\u5e76\u63a8\u51fa\u4e86\u65b0\u7684\u589e\u957f\u8ba1\u5212Singtel28 (ST28)\uff0c\u65e8\u5728\u6539\u5584\u5ba2\u6237\u4f53\u9a8c\u5e76\u4e3a\u80a1\u4e1c\u521b\u9020\u6301\u7eed\u4ef7\u503c\u3002\u6b64\u6b21\u91cd\u7f6e\u7684\u91cd\u70b9\u662f\u5728COVID-19\u63a8\u52a8\u7684\u52a0\u901f\u6570\u5b57\u5316\u8fdb\u7a0b\u4e2d\u5bf9\u516c\u53f8\u8fdb\u884c\u8f6c\u578b\u3002ST28\u5728\u6b64\u57fa\u7840\u4e0a\u5f3a\u8c03\u4e1a\u52a1\u7ee9\u6548\u6539\u8fdb\u548c\u667a\u80fd\u8d44\u672c\u7ba1\u7406\u3002\u5b83\u5305\u62ec\u6574\u5408\u65b0\u52a0\u5761\u7535\u4fe1\u548cOptus\u4ee5\u63a8\u52a8\u534f\u540c\u6548\u5e94\uff0c\u4e0eNCS\u548cNxera\u4e00\u8d77\u6269\u5c55\u5230ICT\u548c\u6570\u636e\u4e2d\u5fc3\u7b49\u589e\u957f\u9886\u57df\uff0c\u4ee5\u53ca\u6269\u5927Paragon\u76845G\u548c\u8fb9\u7f18\u4e91\u8ba1\u7b97\u89c4\u6a21\u3002\u8be5\u8ba1\u5212\u8fd8\u4f18\u5148\u8003\u8651\u53ef\u6301\u7eed\u6027\uff0c\u5265\u79bb\u975e\u6838\u5fc3\u8d44\u4ea7\uff0c\u5e76\u901a\u8fc7\u4fee\u8ba2\u80a1\u606f\u653f\u7b56\u548c\u8d44\u672c\u56de\u6536\u8ba1\u5212\u63d0\u9ad8\u80a1\u4e1c\u56de\u62a5\u3002\u56e0\u6b64\uff0c\u8fd9\u8868\u660e\u4e86\u5bf9\u65b0\u52a0\u5761\u7535\u4fe1\u672a\u6765\u589e\u957f\u548c\u76c8\u5229\u80fd\u529b\u7684\u4fe1\u5fc3\u3002 24\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u7531\u4e8e\u5546\u8a89\u548cOptus\u4f01\u4e1a\u56fa\u5b9a\u7f51\u7edc\u8d44\u4ea7\u7684\u51cf\u503c\u8d39\u7528\u9020\u621014.7\u4ebf\u65b0\u5143\u7684\u7279\u6b8a\u635f\u5931\uff0c24\u8d22\u5e74\u51c0\u5229\u6da6\u540c\u6bd4\u4e0b\u964d64%\u81f37.95\u4ebf\u65b0\u5143\u3002\u7136\u800c\uff0c\u4e0d\u5305\u62ec\u8fd9\u4e9b\u8d39\u7528\uff0c\u57fa\u672c\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f10%\u81f322.6\u4ebf\u65b0\u5143\uff0c\u663e\u793a\u533a\u57df\u8054\u8425\u8d21\u732e\u589e\u52a0\u548c\u66f4\u9ad8\u7684\u5229\u606f\u6536\u5165\u3002\u65b0\u52a0\u5761\u7535\u4fe1\u8fd8\u4fee\u8ba2\u4e86\u5176\u80a1\u606f\u653f\u7b56\uff0c\u5e76\u5ba3\u5e03\u572824\u8d22\u5e74\u652f\u4ed815\u65b0\u5206\u7684\u666e\u901a\u80a1\u606f\u603b\u989d\uff0c\u540c\u6bd4\u589e\u957f52%\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u9f99\u6e90\u7535\u529b\u96c6\u56e2(916 HK)\uff1a\u8d70\u5411\u7eff\u8272 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a7.40\uff0c\u76ee\u6807\u4ef7\uff1a8.00\uff0c\u6b62\u635f\u4ef7\uff1a7.10 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24\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u3002\u6536\u5165\u540c\u6bd4\u589e\u957f0.10%\u81f398.8\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c\u7b2c\u4e00\u5b63\u5ea6\u4e3a98.7\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f1.3%\uff0c\u81f327.6\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c\u4e0a\u5e74\u540c\u671f\u4e3a27.2\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u7b2c\u4e00\u5b63\u5ea6\u6bcf\u80a1\u6536\u76ca\u4e3a\u4eba\u6c11\u5e010.329\u5143\uff0c\u800c\u7b2c\u4e00\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e010.325\u5143\u3002 \u5e02\u573a\u5171\u8bc6 (Source: Bloomberg) \u643a\u7a0b\u96c6\u56e2(9961 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\u589e\u52a0\u5e02\u573a\u5360\u6709\u7387\u3002\u60a6\u6995\u6811\u6700\u8fd1\u5ba3\u5e03\u5c06\u4e8e2024\u5e74\u7b2c\u4e09\u5b63\u5ea6\u5728\u4eac\u90fd\u4e1c\u5c71\u60a6\u6995\u6811\u5f00\u4e1a\u3002\u65b0\u9152\u5e97\u5c06\u62e5\u670952\u95f4\u5ba2\u623f\uff0c\u4e00\u4e2a\u6807\u5fd7\u6027\u7684\u60a6\u6995\u6c34\u7597\u4e2d\u5fc3\uff0c\u548c\u4e24\u4e2a\u72ec\u7279\u7684\u9910\u996e\u4f53\u9a8c\u3002\u60a6\u6995\u96c6\u56e2\u76ee\u524d\u572820\u591a\u4e2a\u56fd\u5bb6\u62e5\u670980\u591a\u5bb6\u9152\u5e97\u548c\u5ea6\u5047\u6751\uff0c60\u591a\u5bb6\u6c34\u7597\u4e2d\u5fc3\u548c\u753b\u5eca\uff0c\u4ee5\u53ca14\u5bb6\u54c1\u724c\u4f4f\u5b85\u3002\u6b64\u5916\uff0c\u8be5\u516c\u53f8\u8fd8\u88ab\u4efb\u547d\u7ba1\u7406\u5df4\u54c8\u9a6c\u6bd4\u7c73\u5c3c\u5c9b\u7684\u4e00\u4e2a\u65b0\u7684\u8c6a\u534e\u5ea6\u5047\u5c9b\u3002\u8fd9\u4e9b\u6269\u5f20\u5f70\u663e\u4e86\u60a6\u6995\u4f5c\u4e3a\u5168\u7403\u9152\u5e97\u54c1\u724c\u7684\u5b9e\u529b\u3002 24\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u56de\u987e\u3002\u7b2c\u4e00\u5b63\u5ea6\u6536\u5165\u589e\u957f38.8%\u81f319.9\u4ebf\u6cf0\u94e2\uff0c\u800c\u7b2c\u4e00\u5b63\u5ea6\u4e3a13.7\u4ebf\u6cf0\u94e2\u300224\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u51c0\u5229\u6da6\u4e3a2.899\u4ebf\u6cf0\u94e2\uff0c\u800c23\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a6530\u4e07\u6cf0\u94e2\u3002\u6bcf\u80a1\u6536\u76ca\u4ece23\u5e74\u7b2c\u4e00\u5b63\u5ea6\u76840.38\u6cf0\u94e2\u5347\u81f324\u5e74\u7b2c\u4e00\u5b63\u5ea6\u76841.65\u6cf0\u94e2\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u65b0\u7535\u4fe1 (ST SP)\uff1a\u6295\u8d44\u4e8e\u4eba\u5de5\u667a\u80fd\u548c\u6570\u636e\u4e2d\u5fc3\u7684\u672a\u6765\u524d\u666f \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a2.74\uff0c\u76ee\u6807\u4ef7\uff1a2.88\uff0c\u6b62\u635f\u4ef7\uff1a2.67 \u65b0\u52a0\u5761\u7535\u4fe1\u6709\u9650\u516c\u53f8\u7684\u65e0\u7ebf\u7535\u4fe1\u670d\u52a1\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u5404\u79cd\u670d\u52a1\uff0c\u5305\u62ec\u56fa\u5b9a\u3001\u79fb\u52a8\u3001\u6570\u636e\u3001\u4e92\u8054\u7f51\u3001\u7535\u89c6\u548c\u6570\u5b57\u89e3\u51b3\u65b9\u6848\u3002\u65b0\u52a0\u5761\u7535\u4fe1\u670d\u52a1\u5168\u7403\u5ba2\u6237\u3002 \u5408\u4f5c\u7814\u7a76\u5de5\u4e1a\u4eba\u5de5\u667a\u80fd\u89e3\u51b3\u65b9\u6848\u3002\u65e5\u7acb(Hitachi)\u7684\u5b50\u516c\u53f8\u65e5\u7acb\u6570\u7801(Hitachi Digital)\u5c06\u5728\u5176\u7f8e\u56fd\u5de5\u5382\u6574\u5408\u65b0\u52a0\u5761\u7535\u4fe1\u7684Paragon\u5e73\u53f0\uff0c\u4ee5\u52a0\u5feb5G\u3001\u8fb9\u7f18\u8ba1\u7b97\u548c\u4eba\u5de5\u667a\u80fd\u7684\u90e8\u7f72\u3002\u6700\u521d\u7684\u90e8\u7f72\u5c06\u5728\u65e5\u7acb\u7f8e\u6d32\u7684\u5723\u514b\u62c9\u62c9\u7814\u53d1\u5b9e\u9a8c\u5ba4\u8fdb\u884c\uff0c\u968f\u540e\u5c06\u5728\u7f8e\u56fd\u7684\u4e00\u5bb6\u5de5\u4e1a4.0\u5de5\u5382\u8fdb\u884c\u3002\u6b64\u6b21\u5408\u4f5c\u7684\u76ee\u7684\u662f\u5728Paragon\u4e0a\u6d4b\u8bd5\u65e5\u7acb\u4eba\u5de5\u667a\u80fd\u5728\u8d28\u91cf\u4fdd\u8bc1\u3001\u5de5\u4f5c\u573a\u6240\u5b89\u5168\u3001\u57f9\u8bad\u548c\u7ef4\u62a4\u7b49\u5404\u4e2a\u9886\u57df\u7684\u5e94\u7528\u3002\u8fd9\u4e00\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u5c06\u4f7fParagon\u4e0e\u65e5\u7acb\u7684\u884c\u4e1a\u4e91\u5e94\u7528\u7a0b\u5e8f\u987a\u5229\u96c6\u6210\uff0c\u589e\u5f3a\u8fde\u63a5\u6027\u548c\u751f\u4ea7\u529b\u3002\u65e5\u7acb\u6570\u5b57\u670d\u52a1\u5c06\u63d0\u4f9bparagon\u96c6\u6210\u89e3\u51b3\u65b9\u6848\uff0c\u76ee\u6807\u5ba2\u6237\u662f\u9700\u8981\u5f3a\u5927\u7684\u5de5\u4e1a\u4eba\u5de5\u667a\u80fd\u548c\u7f51\u7edc\u529f\u80fd\u7684\u4f01\u4e1a\u5ba2\u6237\uff0c\u8fd9\u5c06\u4f7f\u4e24\u5bb6\u516c\u53f8\u53d7\u76ca\u3002\u6b64\u5916\uff0c\u968f\u7740\u4eba\u5de5\u667a\u80fd\u5e26\u6765\u65b0\u7684\u590d\u6742\u6027\uff0c\u8fd9\u4e00\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u6709\u671b\u52a0\u901f\u4f01\u4e1a\u5bf9\u4eba\u5de5\u667a\u80fd\u7684\u91c7\u7528\u3002\u6b64\u6b21\u4e0e\u65e5\u7acb\u7684\u5408\u4f5c\u5c06\u4f7f\u65b0\u52a0\u5761\u7535\u4fe1\u80fd\u591f\u6269\u5927\u5176Paragon\u5e73\u53f0\u7684\u8986\u76d6\u8303\u56f4\uff0c\u5c55\u793a\u5176\u80fd\u529b\uff0c\u4fc3\u8fdb\u65b0\u52a0\u5761\u7535\u4fe1\u5728\u5168\u7403\u5e02\u573a\u7684\u589e\u957f\u548c\u521b\u65b0\u3002 \u63a2\u7d22\u591a\u8bed\u79cd\u5927\u578b\u8bed\u8a00\u6a21\u578b\u3002\u5168\u7403\u7535\u4fe1\u4eba\u5de5\u667a\u80fd\u8054\u76df(GTAA)\u7684\u521b\u59cb\u6210\u5458\u65b0\u52a0\u5761\u7535\u4fe1(Singtel)\u3001\u5fb7\u56fd\u7535\u4fe1(Deutsche Telekom)\u3001e&\u3001SK\u7535\u4fe1(SK Telecom)\u548c\u8f6f\u94f6(SoftBank Corp.)\u6700\u8fd1\u5728TM\u8bba\u575b\u7684DTW24-Ignite\u4e0a\u7b7e\u7f72\u4e86\u5408\u8d44\u4f01\u4e1a(JV)\u534f\u8bae\u3002\u8be5\u5408\u8d44\u516c\u53f8\u65e8\u5728\u5171\u540c\u5f00\u53d1\u548c\u63a8\u51fa\u4e3a\u7535\u4fe1\u516c\u53f8\u91cf\u8eab\u5b9a\u5236\u7684\u591a\u8bed\u79cd\u5927\u578b\u8bed\u8a00\u6a21\u578b(Telco LLM)\u3002\u5408\u8d44\u516c\u53f8\u5c06\u83b7\u5f97\u53cc\u65b9\u540c\u7b49\u7684\u6295\u8d44\uff0c\u4ee5\u5f00\u53d1\u589e\u5f3a\u5ba2\u6237\u4e92\u52a8\u548c\u8fd0\u8425\u6548\u7387\u7684\u4eba\u5de5\u667a\u80fd\u89e3\u51b3\u65b9\u6848\u3002\u8fd9\u4e9b\u673a\u578b\u6709\u97e9\u8bed\u3001\u82f1\u8bed\u3001\u5fb7\u8bed\u3001\u963f\u62c9\u4f2f\u8bed\u548c\u5370\u5c3c\u8bed\u7b49\u8bed\u8a00\u7248\u672c\uff0c\u5c06\u6ee1\u8db3\u5168\u740350\u4e2a\u56fd\u5bb6\u7ea613\u4ebf\u7528\u6237\u7684\u9700\u6c42\u3002\u8be5\u9879\u76ee\u6b63\u5728\u7b49\u5f85\u76d1\u7ba1\u90e8\u95e8\u7684\u6279\u51c6\u3002 \u63a8\u51faSingtel28\u3002\u65b0\u52a0\u5761\u7535\u4fe1\u4e8e2021\u5e74\u542f\u52a8\u4e86\u6210\u529f\u7684\u6218\u7565\u91cd\u7f6e\uff0c\u5e76\u63a8\u51fa\u4e86\u65b0\u7684\u589e\u957f\u8ba1\u5212Singtel28 (ST28)\uff0c\u65e8\u5728\u6539\u5584\u5ba2\u6237\u4f53\u9a8c\u5e76\u4e3a\u80a1\u4e1c\u521b\u9020\u6301\u7eed\u4ef7\u503c\u3002\u6b64\u6b21\u91cd\u7f6e\u7684\u91cd\u70b9\u662f\u5728COVID-19\u63a8\u52a8\u7684\u52a0\u901f\u6570\u5b57\u5316\u8fdb\u7a0b\u4e2d\u5bf9\u516c\u53f8\u8fdb\u884c\u8f6c\u578b\u3002ST28\u5728\u6b64\u57fa\u7840\u4e0a\u5f3a\u8c03\u4e1a\u52a1\u7ee9\u6548\u6539\u8fdb\u548c\u667a\u80fd\u8d44\u672c\u7ba1\u7406\u3002\u5b83\u5305\u62ec\u6574\u5408\u65b0\u52a0\u5761\u7535\u4fe1\u548cOptus\u4ee5\u63a8\u52a8\u534f\u540c\u6548\u5e94\uff0c\u4e0eNCS\u548cNxera\u4e00\u8d77\u6269\u5c55\u5230ICT\u548c\u6570\u636e\u4e2d\u5fc3\u7b49\u589e\u957f\u9886\u57df\uff0c\u4ee5\u53ca\u6269\u5927Paragon\u76845G\u548c\u8fb9\u7f18\u4e91\u8ba1\u7b97\u89c4\u6a21\u3002\u8be5\u8ba1\u5212\u8fd8\u4f18\u5148\u8003\u8651\u53ef\u6301\u7eed\u6027\uff0c\u5265\u79bb\u975e\u6838\u5fc3\u8d44\u4ea7\uff0c\u5e76\u901a\u8fc7\u4fee\u8ba2\u80a1\u606f\u653f\u7b56\u548c\u8d44\u672c\u56de\u6536\u8ba1\u5212\u63d0\u9ad8\u80a1\u4e1c\u56de\u62a5\u3002\u56e0\u6b64\uff0c\u8fd9\u8868\u660e\u4e86\u5bf9\u65b0\u52a0\u5761\u7535\u4fe1\u672a\u6765\u589e\u957f\u548c\u76c8\u5229\u80fd\u529b\u7684\u4fe1\u5fc3\u3002 24\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u7531\u4e8e\u5546\u8a89\u548cOptus\u4f01\u4e1a\u56fa\u5b9a\u7f51\u7edc\u8d44\u4ea7\u7684\u51cf\u503c\u8d39\u7528\u9020\u621014.7\u4ebf\u65b0\u5143\u7684\u7279\u6b8a\u635f\u5931\uff0c24\u8d22\u5e74\u51c0\u5229\u6da6\u540c\u6bd4\u4e0b\u964d64%\u81f37.95\u4ebf\u65b0\u5143\u3002\u7136\u800c\uff0c\u4e0d\u5305\u62ec\u8fd9\u4e9b\u8d39\u7528\uff0c\u57fa\u672c\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f10%\u81f322.6\u4ebf\u65b0\u5143\uff0c\u663e\u793a\u533a\u57df\u8054\u8425\u8d21\u732e\u589e\u52a0\u548c\u66f4\u9ad8\u7684\u5229\u606f\u6536\u5165\u3002\u65b0\u52a0\u5761\u7535\u4fe1\u8fd8\u4fee\u8ba2\u4e86\u5176\u80a1\u606f\u653f\u7b56\uff0c\u5e76\u5ba3\u5e03\u572824\u8d22\u5e74\u652f\u4ed815\u65b0\u5206\u7684\u666e\u901a\u80a1\u606f\u603b\u989d\uff0c\u540c\u6bd4\u589e\u957f52%\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u9f99\u6e90\u7535\u529b\u96c6\u56e2(916 HK)\uff1a\u8d70\u5411\u7eff\u8272 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a7.40\uff0c\u76ee\u6807\u4ef7\uff1a8.00\uff0c\u6b62\u635f\u4ef7\uff1a7.10 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\u51fa\u552e\u6c5f\u9634\u82cf\u9f99\u3002\u4e2d\u56fd\u9f99\u6e90\u7535\u529b\u96c6\u56e2\u8fd1\u65e5\u5ba3\u5e03\uff0c\u8ba1\u5212\u4ee513.2\u4ebf\u5143\u7684\u4ef7\u683c\u51fa\u552e\u6240\u6301\u6c5f\u9634\u82cf\u9f99\u70ed\u529b\u53d1\u753527%\u7684\u80a1\u4efd\u3002\u867d\u7136\u8be5\u4ea4\u6613\u5c06\u4f7f\u4e2d\u56fd\u7535\u529b\u516c\u53f8\u7684\u88c5\u673a\u5bb9\u91cf\u51cf\u5c111240.76\u5146\u74e6\uff0c\u4f46\u8be5\u4ea4\u6613\u4e5f\u5c06\u4f7f\u516c\u53f8\u7684\u51c0\u5229\u6da6\u589e\u52a02.97\u4ebf\u5143\u3002 24\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u3002\u6536\u5165\u540c\u6bd4\u589e\u957f0.10%\u81f398.8\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c\u7b2c\u4e00\u5b63\u5ea6\u4e3a98.7\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f1.3%\uff0c\u81f327.6\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c\u4e0a\u5e74\u540c\u671f\u4e3a27.2\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u7b2c\u4e00\u5b63\u5ea6\u6bcf\u80a1\u6536\u76ca\u4e3a\u4eba\u6c11\u5e010.329\u5143\uff0c\u800c\u7b2c\u4e00\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e010.325\u5143\u3002 \u5e02\u573a\u5171\u8bc6 (Source: Bloomberg) 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