{"id":47864,"date":"2024-07-10T09:32:21","date_gmt":"2024-07-10T01:32:21","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=47864"},"modified":"2024-07-10T14:42:19","modified_gmt":"2024-07-10T06:42:19","slug":"kgi-daily-trading-ideas-10-jul-2024-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-10-jul-2024-zh\/","title":{"rendered":"2024\u5e7407\u670810\u65e5: \u9e3f\u901a\u7535\u5b50 (VALUE SP), \u7edf\u4e00\u4f01\u4e1a\u4e2d\u56fd(220 HK), Cheniere Energy Inc (LNG 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\/07\/word-image-259.png\" alt=\"\" class=\"wp-image-47866\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-259.png 829w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-259-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-259-768x96.png 768w\" sizes=\"(max-width: 829px) 100vw, 829px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-47864-_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-31.png\" alt=\"\" class=\"wp-image-47922\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/image-31.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/image-31-300x149.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/image-31-768x380.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/image-32.png\" alt=\"\" class=\"wp-image-47923\" width=\"580\" height=\"148\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/image-32.png 939w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/image-32-300x77.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/image-32-768x197.png 768w\" sizes=\"(max-width: 580px) 100vw, 580px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"290\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/image-33.png\" alt=\"\" class=\"wp-image-47924\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/image-33.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/image-33-300x93.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/image-33-768x237.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/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-260.png\" alt=\"\" class=\"wp-image-47873\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-260.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-260-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-47864-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1530\" height=\"723\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-computer-description-automatica-37.png\" alt=\"A screenshot of a computer\n\nDescription automatically generated\" class=\"wp-image-47875\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-computer-description-automatica-37.png 1530w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-computer-description-automatica-37-300x142.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-computer-description-automatica-37-1024x484.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-computer-description-automatica-37-768x363.png 768w\" sizes=\"(max-width: 1530px) 100vw, 1530px\" \/><\/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-261.png\" alt=\"\" class=\"wp-image-47876\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-261.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-261-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-47864-_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-263.png\" class=\"wp-image-47878\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-263.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-263-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u9e3f\u901a\u7535\u5b50 (VALUE SP)\uff1a\u63a2\u7d22\u4eba\u5de5\u667a\u80fd<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.66\uff0c\u76ee\u6807\u4ef7\uff1a0.72\uff0c\u6b62\u635f\u4ef7\uff1a0.63<\/strong>\n  <\/li><li>\n    \u9e3f\u901a\u7535\u5b50\u63a7\u80a1\u6709\u9650\u516c\u53f8\u63d0\u4f9b\u539f\u59cb\u8bbe\u5907\u5236\u9020\u548c\u539f\u59cb\u8bbe\u8ba1\u5236\u9020\u670d\u52a1\u3002\u8be5\u516c\u53f8\u670d\u52a1\u4e8e\u7535\u4fe1\u3001\u5de5\u4e1a\u3001\u5546\u4e1a\u7535\u5b50\u4ea7\u54c1\u548c\u6d88\u8d39\u7535\u5b50\u4ea7\u54c1\u884c\u4e1a\u7684\u5ba2\u6237\u3002\n  <\/li><li><strong>\u65b0\u5408\u8d44\u4f01\u4e1a(JV)\u3002<\/strong>\u516c\u53f8\u6700\u8fd1\u5ba3\u5e03\u4e0e\u65b0\u7f51\u4e91\u9999\u6e2f\u6709\u9650\u516c\u53f8\u8fbe\u6210\u65b0\u7684\u5408\u8d44\u4f19\u4f34\u5173\u7cfb\u534f\u8bae\u3002\u901a\u8fc7\u5176\u5168\u8d44\u5b50\u516c\u53f8Value Match Company Limited (VML)\uff0c \u516c\u53f8\u5c06\u6295\u8d44770\u4e07\u6e2f\u5143(\u7ea698.6\u4e07\u7f8e\u5143)\u73b0\u91d1\u6536\u8d2d\u5408\u8d44\u516c\u53f8Trio AI Limited 55%\u7684\u80a1\u4efd\uff0c\u8be5\u5408\u8d44\u516c\u53f8\u5c06\u5728\u9999\u6e2f\u63d0\u4f9b\u56fe\u5f62\u5904\u7406\u5355\u5143(GPU)\u548c\u4eba\u5de5\u667a\u80fd\u76f8\u5173\u7684\u4e91\u670d\u52a1\u3002\u8be5\u5408\u8d44\u4f01\u4e1a\u4e3a\u516c\u53f8\u63d0\u4f9b\u4e86\u5728\u96c6\u56e2\u73b0\u6709\u5236\u9020\u80fd\u529b\u8303\u56f4\u5185\u83b7\u5f97\u4eba\u5de5\u667a\u80fd\u76f8\u5173\u786c\u4ef6\u5236\u9020\u673a\u4f1a\u7684\u6f5c\u5728\u673a\u4f1a\uff0c\u5e76\u4f7f\u516c\u53f8\u80fd\u591f\u4ece\u4eba\u5de5\u667a\u80fd\u7684\u6301\u7eed\u8fdb\u6b65\u548c\u5bf9\u4eba\u5de5\u667a\u80fd\u57fa\u7840\u8bbe\u65bd\u670d\u52a1\u65e5\u76ca\u589e\u957f\u7684\u9700\u6c42\u6240\u652f\u6301\u7684\u6709\u5229\u5e02\u573a\u9700\u6c42\u4e2d\u53d7\u76ca\u3002\u8fd9\u4e00\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u6807\u5fd7\u7740\u516c\u53f8\u8fdb\u5165\u4eba\u5de5\u667a\u80fd\u884c\u4e1a\u7684\u7b2c\u4e00\u4e2a\u6218\u7565\u4e3e\u63aa\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u603b\u6536\u5165\u540c\u6bd4\u4e0b\u964d17.1%\u81f316.7\u4ebf\u6e2f\u5143\uff0c\u800c23\u8d22\u5e74\u4e3a20.1\u4ebf\u6e2f\u5143\u300224\u8d22\u5e74\u51c0\u5229\u6da6\u589e\u957f29.8%\u81f31.596\u4ebf\u6e2f\u5143\uff0c\u800c23\u8d22\u5e74\u4e3a1.23\u4ebf\u6e2f\u5143\u300224\u8d22\u5e74\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4e0a\u5347\u81f30.387\u6e2f\u5143\uff0c\u800c23\u8d22\u5e74\u4e3a0.291\u6e2f\u5143\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-265.png\" alt=\"\" class=\"wp-image-47880\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-265.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-265-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1218\" height=\"545\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-24.jpeg\" alt=\"\" class=\"wp-image-47881\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-24.jpeg 1218w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-24-300x134.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-24-1024x458.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-24-768x344.jpeg 768w\" sizes=\"(max-width: 1218px) 100vw, 1218px\" \/><\/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-10.png\" class=\"wp-image-47882\" 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-10.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-long-line-of-a-white-background-description-aut-10-300x64.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\uff1a1.65\uff0c\u76ee\u6807\u4ef7\uff1a1.79\uff0c\u6b62\u635f\u4ef7\uff1a1.58<\/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<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-267.png\" class=\"wp-image-47884\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-267.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-267-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong>\n      \n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1218\" height=\"545\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-25.jpeg\" alt=\"\" class=\"wp-image-47885\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-25.jpeg 1218w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-25-300x134.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-25-1024x458.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-25-768x344.jpeg 768w\" sizes=\"(max-width: 1218px) 100vw, 1218px\" \/><\/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-268.png\" class=\"wp-image-47886\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-268.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-268-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-47864-_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-270.png\" class=\"wp-image-47888\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-270.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-270-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u7edf\u4e00\u4f01\u4e1a\u4e2d\u56fd(220 HK)\uff1a\u8f6c\u5411\u66f4\u4fbf\u5b9c\u7684\u66ff\u4ee3\u98df\u54c1<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a7.10\uff0c\u76ee\u6807\u4ef7\uff1a7.80\uff0c\u6b62\u635f\u4ef7\uff1a6.75<\/strong>\n  <\/li><li>\n    \u7edf\u4e00\u4f01\u4e1a\u4e2d\u56fd\u63a7\u80a1\u6709\u9650\u516c\u53f8\u4e3a\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u5236\u9020\u53ca\u9500\u552e\u996e\u6599\u53ca\u65b9\u4fbf\u9762\u7684\u9999\u6e2f\u6295\u8d44\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u4e09\u5927\u5206\u90e8\u8fd0\u8425\uff1a\u996e\u6599\u5206\u90e8\u3001\u65b9\u4fbf\u9762\u5206\u90e8\u53ca\u5176\u4ed6\u5206\u90e8\u3002\u5176\u996e\u6599\u4ea7\u54c1\u5305\u62ec\u679c\u6c41\u996e\u6599\u3001\u5373\u996e\u8336\u3001\u5976\u8336\u3001\u5496\u5561\u53ca\u74f6\u88c5\u6c34\u7b49\u3002\u5176\u901f\u98df\u9762\u4ea7\u54c1\u5305\u62ec\u7897\u9762\u3001\u888b\u9762\u53ca\u70b9\u5fc3\u9762\u3002\u8be5\u516c\u53f8\u8fd8\u901a\u8fc7\u5b50\u516c\u53f8\u4ece\u4e8b\u9972\u6599\u53ca\u80a5\u6599\u6279\u53d1\u4ee5\u53ca\u63d0\u4f9b\u9910\u996e\u670d\u52a1\u3002\n  <\/li><li><strong>\u4ece\u4e0d\u65ad\u4e0a\u6da8\u7684\u98df\u54c1\u4ef7\u683c\u4e2d\u83b7\u76ca\u3002<\/strong>\u968f\u7740\u4e2d\u56fd\u98df\u54c1\u4ef7\u683c\u7684\u4e0a\u6da8\uff0c\u8bb8\u591a\u4eba\u9009\u62e9\u4e86\u65b9\u4fbf\u9762\u7b49\u8d1f\u62c5\u5f97\u8d77\u7684\u98df\u54c1\u3002\u7136\u800c\uff0c\u636e\u5404\u79cd\u5a92\u4f53\u62a5\u9053\uff0c\u968f\u7740\u4e3b\u8981\u5236\u9020\u5546\u63d0\u9ad8\u96f6\u552e\u4ef7\u683c\uff0c\u5373\u4f7f\u662f\u65b9\u4fbf\u9762\u4e5f\u53d8\u5f97\u8d8a\u6765\u8d8a\u8d35\u3002\u6b64\u5916\uff0c\u7531\u4e8e\u539f\u6750\u6599\u8d39\u7528\u7684\u589e\u52a0\uff0c\u996e\u6599\u3001\u8857\u5934\u98df\u54c1\u3001\u6c34\u679c\u548c\u852c\u83dc\u7684\u4ef7\u683c\u4e5f\u5728\u4e0a\u6da8\u3002\u98df\u54c1\u4ef7\u683c\u7684\u5168\u9762\u4e0a\u6da8\u6b63\u4fc3\u4f7f\u6d88\u8d39\u8005\u8f6c\u5411\u66f4\u4fbf\u5b9c\u7684\u9009\u62e9\uff0c\u800c\u4e0d\u662f\u5728\u9910\u9986\u7b49\u66f4\u6602\u8d35\u7684\u573a\u6240\u7528\u9910\u3002\u62a5\u544a\u8fd8\u663e\u793a\uff0c\u7531\u4e8e\u7ecf\u6d4e\u4e0d\u786e\u5b9a\u6027\u548c\u5730\u7f18\u653f\u6cbb\u7d27\u5f20\u5c40\u52bf\u5347\u7ea7\uff0c\u4e2d\u56fd\u5bf9\u4f18\u8d28\u98df\u54c1\u7684\u9700\u6c42\u6b63\u5728\u51cf\u5f31\u3002\u56e0\u6b64\uff0c\u7edf\u4e00\u4e2d\u56fd\u53ef\u80fd\u4f1a\u4ece\u4e0d\u65ad\u4e0a\u6da8\u7684\u98df\u54c1\u4ef7\u683c\u548c\u66f4\u9ad8\u7684\u5373\u98df\u4ea7\u54c1\u9500\u91cf\u4e2d\u53d7\u76ca\u3002\n  <\/li><li><strong>\u4e2d\u56fd\u5feb\u901f\u6d88\u8d39\u54c1\u5e02\u573a\u7684\u589e\u957f\u3002<\/strong>\u6700\u8fd1\u7684\u4e00\u4efd\u62a5\u544a\u663e\u793a\uff0c\u5728\u9500\u91cf\u589e\u957f3.5%\u7684\u63a8\u52a8\u4e0b\uff0c\u4e2d\u56fd\u5feb\u901f\u6d88\u8d39\u54c1\u884c\u4e1a\u5728\u7b2c\u4e00\u5b63\u5ea6\u5b9e\u73b0\u4e86\u7ea62.0%\u7684\u4ef7\u503c\u589e\u957f\uff0c\u6bd4\u7b2c\u4e00\u5b63\u5ea6\u589e\u957f\u4e860.5\u4e2a\u767e\u5206\u70b9\u3002\u8fd9\u4e00\u589e\u957f\u4e3b\u8981\u662f\u7531\u5305\u88c5\u98df\u54c1\u548c\u996e\u6599\u90e8\u5206\u5e26\u52a8\u7684\uff0c\u5b83\u4eec\u7684\u540c\u6bd4\u4ef7\u503c\u5206\u522b\u7a33\u5b9a\u589e\u957f\u4e862.7%\u548c4.3%\u3002\u7531\u4e8e\u793e\u4f1a\u6d41\u52a8\u6027\u548c\u6d3b\u52a8\u7684\u6062\u590d\uff0c\u5305\u88c5\u98df\u54c1\u4e2d\u7684\u5927\u591a\u6570\u7c7b\u522b\u90fd\u7ecf\u5386\u4e86\u9500\u91cf\u589e\u957f\u3002\n  <\/li><li><strong>\u6269\u5927\u4e1a\u52a1\u3002<\/strong>\u4eca\u5e74\u65e9\u4e9b\u65f6\u5019\uff0c\u7edf\u4e00\u8463\u4e8b\u4f1a\u6279\u51c6\u6536\u8d2d\u97e9\u56fd\u96c4\u8fdb\u98df\u54c1\u516c\u53f8(Woongjin Foods)\u7684\u5168\u90e8\u80a1\u6743\uff0c\u5c06\u5176\u5728\u8be5\u516c\u53f8\u7684\u6301\u80a1\u6bd4\u4f8b\u4ece79.32%\u63d0\u9ad8\u5230\u76ee\u524d\u7684\u6c34\u5e73\u3002\u6b64\u6b21\u6536\u8d2d\u7b26\u5408\u7edf\u4e00\u5728\u4e9a\u6d32\u5efa\u7acb\u5927\u578b\u5206\u9500\u5e73\u53f0\u7684\u6218\u7565\uff0c\u5e76\u5f3a\u8c03\u4e86\u5176\u5411\u4e1c\u5317\u4e9a\u6269\u5f20\u7684\u627f\u8bfa\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u4e1a\u7ee9\u3002<\/strong>23\u8d22\u5e74\u6536\u5165\u540c\u6bd4\u589e\u957f1.2%\u81f3286\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c22\u8d22\u5e74\u4e3a283\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f36.4%\u81f3\u4eba\u6c11\u5e0116.7\u4ebf\u5143\uff0c\u800cFY22\u4e3a\u4eba\u6c11\u5e0112.2\u4ebf\u5143\u300223\u8d22\u5e74\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u589e\u957f36.4%\u81f338.6\u5143\uff0c\u800c22\u8d22\u5e74\u4e3a28.3\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-272.png\" class=\"wp-image-47890\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-272.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-272-300x64.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=\"1218\" height=\"545\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-26.jpeg\" alt=\"\" class=\"wp-image-47891\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-26.jpeg 1218w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-26-300x134.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-26-1024x458.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-26-768x344.jpeg 768w\" sizes=\"(max-width: 1218px) 100vw, 1218px\" \/><\/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-273.png\" class=\"wp-image-47892\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-273.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-273-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u745e\u58f0\u79d1\u6280(2018 HK)\uff1a\u501f\u52a9\u82f9\u679c\u65b0\u529f\u80fd\u7684\u4e1c\u98ce<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a31\uff0c\u76ee\u6807\u4ef7\uff1a37\uff0c\u6b62\u635f\u4ef7\uff1a28<\/strong>   <\/li><li>\u745e\u58f0\u79d1\u6280\u662f\u4e00\u5bb6\u4e2d\u56fd\u7684\u6295\u8d44\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u56db\u4e2a\u4e1a\u52a1\u90e8\u95e8\u5f00\u5c55\u4e1a\u52a1\uff1a\u5149\u5b66\u4e1a\u52a1\u90e8\u95e8\u3001\u58f0\u5b66\u4e1a\u52a1\u90e8\u95e8\u3001\u7535\u78c1\u4f20\u52a8\/\u7cbe\u5bc6\u7ed3\u6784\u4ef6\u4e1a\u52a1\u90e8\u95e8\u548c\u5fae\u673a\u7535\u7cfb\u7edf\uff08MEMS\uff09\u4e1a\u52a1\u90e8\u95e8\u3002\u8be5\u516c\u53f8\u7684\u4e3b\u8981\u4ea7\u54c1\u5305\u62ec\u58f0\u5b66\u4ea7\u54c1\u3001\u7535\u78c1\u4f20\u52a8\u53ca\u7cbe\u5bc6\u7ed3\u6784\u4ef6\u3001\u5149\u5b66\u4ea7\u54c1\u548c\u5fae\u673a\u7535\u7cfb\u7edf\u5668\u4ef6\u3002   <\/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   <\/li><li><strong>\u5373\u5c06\u5230\u6765\u7684Siri\u66f4\u65b0\u3002<\/strong>\u82f9\u679c\u8ba1\u5212\u7528\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u6765\u589e\u5f3aSiri\uff0c\u4f7f\u5176\u80fd\u591f\u66f4\u6709\u6548\u5730\u63a7\u5236\u5404\u79cd\u5e94\u7528\u7a0b\u5e8f\u3002\u8fd9\u6b21\u5347\u7ea7\u65e8\u5728\u63d0\u9ad8Siri\u5bf9\u7528\u6237\u610f\u56fe\u548c\u5e94\u7528\u529f\u80fd\u7684\u7406\u89e3\uff0c\u89e3\u51b3\u4e4b\u524d\u7684\u6311\u6218\u3002\u4e0eOpenAI\u7684\u6f5c\u5728\u5408\u4f5c\u53ef\u80fd\u4f1a\u5c06ChatGPT\u7684\u6280\u672f\u6574\u5408\u5230iOS 18\u4e2d\uff0c\u4f7fSiri\u66f4\u52a0\u76f4\u89c2\u548c\u4e0a\u4e0b\u6587\u611f\u77e5\u3002\u6b64\u6b21\u66f4\u65b0\u9884\u8ba1\u5c06\u63d0\u632fiPhone\u7684\u9500\u552e\uff0c\u5c24\u5176\u662f\u5728\u82f9\u679c\u5728\u4e2d\u56fd\u9762\u4e34\u7ade\u4e89\u3001\u7f8e\u56fd\u589e\u957f\u653e\u7f13\u7684\u60c5\u51b5\u4e0b\u3002Siri\u5c06\u652f\u6301\u66f4\u591a\u7684\u81ea\u7136\u8bed\u8a00\u3001\u540e\u7eed\u95ee\u9898\u548c\u6587\u672c\u8f93\u5165\uff0c\u540c\u65f6\u8fd8\u53ef\u4ee5\u6839\u636e\u5c4f\u5e55\u5185\u5bb9\u6267\u884c\u4efb\u52a1\uff0c\u5e76\u5229\u7528\u4e2a\u4eba\u80cc\u666f\u8fdb\u884c\u66f4\u590d\u6742\u7684\u64cd\u4f5c\u30026\u670810\u65e5\uff0c\u82f9\u679c\u53d1\u5e03\u4e86\u6539\u8fdb\u7248\u7684Siri\uff0c\u5e76\u5728\u4e00\u4e9b\u5e94\u7528\u7a0b\u5e8f\u4e2d\u5f15\u5165\u4e86\u4eba\u5de5\u667a\u80fd\u529f\u80fd\u3002\u82f9\u679c\u5ba3\u5e03\u7684\u589e\u5f3a\u529f\u80fd\u5c06\u9700\u8981AAC\u79d1\u6280\u516c\u53f8\u4e3a\u8fd9\u6b3e\u624b\u673a\u63d0\u4f9b\u65b0\u7684\u7ec4\u4ef6\uff0c\u8fd9\u53cd\u8fc7\u6765\u5c06\u6709\u5229\u4e8e\u5176\u58f0\u5b66\u4e1a\u52a1\u6536\u5165\u3002   <\/li><li><strong>iPhone\u9500\u91cf\u5c06\u6539\u5584\u3002<\/strong>\u636e\u5206\u6790\u4eba\u58eb\u79f0\uff0c\u5bf9\u82f9\u679c\u65b0\u4eba\u5de5\u667a\u80fd\u529f\u80fd\u7684\u9884\u671f\u9700\u6c42\uff0c\u9884\u8ba1\u5c06\u5bfc\u81f4iPhone\u9500\u91cf\u5927\u5e45\u589e\u957f\u3002\u8fd9\u53ef\u80fd\u4f1a\u5f15\u53d1\u6240\u8c13\u7684\u201ciPhone\u8d85\u7ea7\u5468\u671f\u201d\u3002\u8fd9\u4e9b\u529f\u80fd\u53ea\u80fd\u5728iPhone 15 Pro\u6216\u66f4\u65b0\u7684\u673a\u578b\u4e0a\u4f7f\u7528\uff0c\u8fd9\u53ef\u80fd\u4f1a\u4fc3\u4f7f\u8bb8\u591a\u73b0\u6709\u7684iPhone\u7528\u6237\u5347\u7ea7\u3002\u82f9\u679c\u667a\u80fd\u76ee\u524d\u5904\u4e8e\u6d4b\u8bd5\u9636\u6bb5\uff0c\u5c06\u5728iPhone 15 Pro\u3001iPhone 15 Pro Max\u4ee5\u53ca\u642d\u8f7dM1\u6216\u66f4\u9ad8\u7248\u672c\u82af\u7247\u7684\u8bbe\u5907\u4e0a\u4f7f\u7528\u3002\u5b83\u5c06\u96c6\u6210\u5230iOS 18\u3001iPadOS 18\u548cmacOS Sequoia\u4e2d\u3002\u8fd9\u4e00\u53d1\u5c55\u53ef\u80fd\u4f1a\u5bfc\u81f4iPhone 16\u7684\u9500\u91cf\u6fc0\u589e\uff0c\u4e5f\u53ef\u80fd\u4f1a\u50ac\u751f\u4e00\u4e2a\u65b0\u7684\u4eba\u5de5\u667a\u80fd\u5e94\u7528\u5546\u5e97\uff0c\u8fd9\u5c06\u5bf9\u82f9\u679c\u7684\u5e02\u573a\u4ea7\u751f\u91cd\u5927\u5f71\u54cd\uff0c\u5e76\u63a8\u52a8iPhone\u7684\u9500\u91cf\u3002iPhone\u9500\u91cf\u7684\u589e\u957f\u4e5f\u5c06\u5bfc\u81f4\u5bf9AAC\u79d1\u6280\u7684\u96f6\u90e8\u4ef6\u9700\u6c42\u589e\u52a0\uff0c\u4ece\u800c\u4f7f\u5176\u8425\u6536\u53d7\u76ca\u3002   <\/li><li><strong>23\u8d22\u5e74\u4e1a\u7ee9\u3002<\/strong>23\u8d22\u5e74\u6536\u5165\u540c\u6bd4\u4e0b\u964d1.0%\u81f3204.19\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c22\u8d22\u5e74\u4e3a206.25\u4ebf\u5143\u4eba\u6c11\u5e01\u300223\u8d22\u5e74\u51c0\u5229\u6da6\u4e3a\u4eba\u6c11\u5e017.4\u4ebf\u5143\uff0c\u540c\u6bd4\u4e0b\u964d9.9%\uff0c22\u8d22\u5e74\u4e3a\u4eba\u6c11\u5e018.21\u4ebf\u5143\u300223\u8d22\u5e74\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u4e0b\u964d8.3%\u81f30.63\u5143\u4eba\u6c11\u5e01\uff0c22\u8d22\u5e74\u4e3a0.69\u5143\u4eba\u6c11\u5e01\u3002   <\/li><li>\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-275.png\" class=\"wp-image-47894\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-275.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-275-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/>   <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1259\" height=\"576\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-27.jpeg\" alt=\"\" class=\"wp-image-47895\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-27.jpeg 1259w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-27-300x137.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-27-1024x468.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-27-768x351.jpeg 768w\" sizes=\"(max-width: 1259px) 100vw, 1259px\" \/><\/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-276.png\" alt=\"\" class=\"wp-image-47896\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-276.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-276-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-47864-_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-278.png\" class=\"wp-image-47898\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-278.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-278-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-278-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Cheniere Energy Inc (LNG US)\uff1a\u5929\u7136\u6c14\u6d88\u8d39\u5c06\u4e0a\u5347<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a173\uff0c\u76ee\u6807\u4ef7\uff1a190\uff0c\u6b62\u635f\u4ef7\uff1a165<\/strong>\n  <\/li><li>\n    Cheniere Energy\u662f\u4e00\u5bb6\u80fd\u6e90\u57fa\u7840\u8bbe\u65bd\u516c\u53f8\uff0c\u4e3b\u8981\u5728\u7f8e\u56fd\u4ece\u4e8b\u4e0e\u6db2\u5316\u5929\u7136\u6c14\u76f8\u5173\u7684\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u5728\u8def\u6613\u65af\u5b89\u90a3\u5dde\u548c\u5fb7\u514b\u8428\u65af\u5dde\u7ecf\u8425\u6db2\u5316\u5929\u7136\u6c14\u6c14\u7ad9\uff0c\u540c\u65f6\u4e5f\u7ecf\u8425\u5929\u7136\u6c14\u7ba1\u7f51\u4e1a\u52a1\u3002\n  <\/li><li><strong>\u7279\u6717\u666e\u4e3b\u9898\u80a1\u3002<\/strong>\u5728\u7b2c\u4e00\u8f6e2024\u7f8e\u56fd\u603b\u7edf\u7535\u89c6\u8fa9\u8bba\u540e\uff0c\u7279\u6717\u666e\u58f0\u52bf\u5927\u6da8\uff0c\u652f\u6301\u7387\u5728\u9886\u5148\u62dc\u767b\u7684\u57fa\u7840\u4e0a\u7ee7\u7eed\u6500\u5347\u3002\u5e02\u573a\u5f00\u59cb\u4ea4\u6613\u7279\u6717\u666e\u4e3b\u9898\u7c7b\u677f\u5757\uff0c\u800c\u6cb9\u6c14\u884c\u4e1a\u9996\u5f53\u5176\u51b2\uff0c\u56e0\u4e3a\u7279\u6717\u666e\u53ca\u5171\u548c\u515a\u653f\u7b56\u503e\u5411\u652f\u6301\u6cb9\u6c14\u884c\u4e1a\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5168\u7403\u6db2\u5316\u5929\u7136\u6c14\u4f9b\u5e94\u524d\u666f<\/strong>\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"919\" height=\"503\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-of-different-colored-lines-description-au-8.png\" alt=\"A graph of different colored lines\n\nDescription automatically generated\" class=\"wp-image-47901\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-of-different-colored-lines-description-au-8.png 919w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-of-different-colored-lines-description-au-8-300x164.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-of-different-colored-lines-description-au-8-768x420.png 768w\" sizes=\"(max-width: 919px) 100vw, 919px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>(Source: Bloomberg)<\/strong>\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4eba\u5de5\u667a\u80fd\u6d6a\u6f6e\u5916\u5ef6\u3002<\/strong>2024\u5e74\u56fd\u9645\u80fd\u6e90\u603b\u7f72\u7535\u529b\u62a5\u544a\u663e\u793a\uff0c\u52302026\u5e74\u6570\u636e\u4e2d\u5fc3\u3001\u52a0\u5bc6\u8d27\u5e01\u548c\u4eba\u5de5\u667a\u80fd\u7684\u5168\u7403\u7535\u529b\u9700\u6c42\u9884\u8ba1\u5c06\u589e\u52a0\u8fd1\u4e00\u500d\uff0c\u8fbe\u5230620\u81f31050\u592a\u74e6\u65f6(TWh)\uff0c\u57fa\u672c\u60c5\u51b5\u7565\u9ad8\u4e8e800\u592a\u74e6\u65f6\uff0c\u9ad8\u4e8e2022\u5e74\u7684460\u592a\u74e6\u65f6\u3002\u57282023\u5e74\uff0c\u7f8e\u56fd\u5929\u7136\u6c14\u53d1\u7535\u536043.1%\uff0c\u56e0\u6b64\u5929\u7136\u6c14\u884c\u4e1a\u4e5f\u662f\u53d7\u60e0\u4eba\u5de5\u667a\u80fd\u6d6a\u6f6e\u3002 Cheniere\u7684\u4e1a\u52a1\u5c5e\u4e8e\u4f9b\u5e94\u94fe\u4e2d\u7684\u4e2d\u6e38\uff0c\u5176\u4e1a\u52a1\u5bf9\u5929\u7136\u6c14\u7528\u91cf\u7684\u53d8\u5316\u654f\u611f\u5ea6\u9ad8\u800c\u5bf9\u4ef7\u683c\u53d8\u5316\u654f\u611f\u5ea6\u4f4e\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u8425\u6536\u5e74\u51cf43.1%\u81f343\u4ebf\u7f8e\u5143\uff0c\u8d85\u4e8e\u9884\u671f2.8\u4ebf\u7f8e\u5143\u3002 GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a2.13\u7f8e\u5143\uff0c\u900a\u9884\u671f0.06\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\u91cd\u75332024\u5e74\u5168\u5e74\u5408\u5e76\u8c03\u6574\u540eEBITDA\u6307\u5f15\u4e3a55\u4ebf\u81f360\u4ebf\u7f8e\u5143\uff0c\u4ee5\u53ca2024\u5e74\u5168\u5e74\u53ef\u5206\u914d\u73b0\u91d1\u6d41\u6307\u5f15\u4e3a29\u4ebf\u81f334\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-box-with-numbers-des-18.png\" alt=\"A blue and white rectangular box with numbers\n\nDescription automatically generated\" class=\"wp-image-47902\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-blue-and-white-rectangular-box-with-numbers-des-18.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-blue-and-white-rectangular-box-with-numbers-des-18-300x64.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=\"595\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-screen-description-automatically-gen-12.jpeg\" alt=\"A graph on a screen\n\nDescription automatically generated\" class=\"wp-image-47903\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-screen-description-automatically-gen-12.jpeg 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-screen-description-automatically-gen-12-300x115.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-screen-description-automatically-gen-12-1024x392.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-screen-description-automatically-gen-12-768x294.jpeg 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-screen-description-automatically-gen-12-1536x588.jpeg 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-10.png\" class=\"wp-image-47904\" 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-10.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-long-line-of-a-flag-description-automatically-g-10-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-long-line-of-a-flag-description-automatically-g-10-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u535a\u901a(AVGO US)\uff1a\u4e0b\u4e00\u4e2a\u52a0\u5165\u4e07\u4ebf\u7f8e\u5143\u4ff1\u4e50\u90e8<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\u6b62\u635f\uff1a\u4e70\u5165\u4ef7\uff1a1,750\uff0c\u76ee\u6807\u4ef7\uff1a2,150\uff0c\u6b62\u635f\u4ef7\uff1a1,600<\/strong>\n  <\/li><li>\n    \u535a\u901a\u516c\u53f8\u8bbe\u8ba1\u3001\u5f00\u53d1\u5e76\u63d0\u4f9b\u534a\u5bfc\u4f53\u548c\u57fa\u7840\u8bbe\u65bd\u8f6f\u4ef6\u89e3\u51b3\u65b9\u6848\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u5b58\u50a8\u9002\u914d\u5668\u3001\u63a7\u5236\u5668\u3001\u7f51\u7edc\u5904\u7406\u5668\u3001\u8fd0\u52a8\u63a7\u5236\u7f16\u7801\u5668\u548c\u5149\u5b66\u4f20\u611f\u5668\uff0c\u4ee5\u53ca\u57fa\u7840\u8bbe\u65bd\u548c\u5b89\u5168\u8f6f\u4ef6\uff0c\u4ee5\u73b0\u4ee3\u5316\u3001\u4f18\u5316\u548c\u4fdd\u62a4\u6700\u590d\u6742\u7684\u6df7\u5408\u73af\u5883\u3002\u535a\u901a\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002\n  <\/li><li><strong>\u9884\u8ba1\u4eba\u5de5\u667a\u80fd\u652f\u51fa\u5c06\u51fa\u73b0\u7e41\u8363\u3002<\/strong>\u5e02\u573a\u5206\u6790\u5e08\u6700\u8fd1\u9884\u6d4b\uff0c\u4eca\u5e74\u5927\u578b\u79d1\u6280\u516c\u53f8\u5728\u4eba\u5de5\u667a\u80fd\u80fd\u529b\u65b9\u9762\u7684\u8d44\u672c\u652f\u51fa\u5c06\u4f1a\u589e\u52a0\u3002\u4ed6\u4eec\u9884\u8ba1Alphabet\u3001Meta\u548c\u4e9a\u9a6c\u900a\u5728\u670d\u52a1\u5668\u548c\u8bbe\u5907\u4e0a\u7684\u652f\u51fa\u5c06\u589e\u52a043%\uff0c\u8fbe\u5230910\u4ebf\u7f8e\u5143\u3002\u968f\u7740\u8ba1\u5212\u589e\u5f3a\u5176\u4eba\u5de5\u667a\u80fd\u5b9e\u529b\u5e76\u53ef\u80fd\u63a8\u51fa\u65b0\u4ea7\u54c1\uff0c\u8fd9\u4e9b\u516c\u53f8\u7684\u4f30\u8ba1\u652f\u51fa\u9884\u8ba1\u5c06\u540c\u6bd4\u589e\u957f35%\uff0c\u8fbe\u52301450\u4ebf\u7f8e\u5143\u3002\u8fd9\u79cd\u652f\u51fa\u7684\u4e0a\u5347\u9884\u8ba1\u5c06\u5728\u672a\u6765\u51e0\u5e74\u60e0\u53ca\u82af\u7247\u5236\u9020\u5546\u3002\u6b64\u5916\uff0c\u6839\u636e\u8d1d\u6069\u516c\u53f8(Bain & Company)\u5bf9200\u5bb6\u6536\u5165\u81f3\u5c11\u4e3a500\u4e07\u7f8e\u5143\u7684\u7f8e\u56fd\u516c\u53f8\u7684\u8c03\u67e5\uff0c\u5176\u4ed6\u884c\u4e1a\u7684\u516c\u53f8\u4e5f\u5e0c\u671b\u5728\u672a\u6765\u51e0\u5e74\u91c7\u7528\u4eba\u5de5\u667a\u80fd\uff0c\u8bed\u8a00\u751f\u6210\u548c\u8f6f\u4ef6\u7f16\u7801\u662f\u6700\u5e38\u89c1\u7684\u4eba\u5de5\u667a\u80fd\u5e94\u7528\u3002\u636e\u62a5\u9053\uff0c\u8fd9\u4e9b\u516c\u53f8\u5e73\u5747\u6bcf\u5e74\u5728\u751f\u6210\u4eba\u5de5\u667a\u80fd\u4e0a\u7684\u652f\u51fa\u4e3a500\u4e07\u7f8e\u5143\u3002\u56e0\u6b64\uff0c\u5728\u4eba\u5de5\u667a\u80fd\u534a\u5bfc\u4f53\u9700\u6c42\u5267\u589e\u7684\u60c5\u51b5\u4e0b\uff0c\u535a\u901a\u5728\u4eba\u5de5\u667a\u80fd\u534a\u5bfc\u4f53\u5e02\u573a\u7684\u5f3a\u52bf\u5730\u4f4d\u5bf9\u6295\u8d44\u8005\u6765\u8bf4\u662f\u4e00\u4e2a\u6709\u5438\u5f15\u529b\u7684\u673a\u4f1a\u3002\n  <\/li><li><strong>\u826f\u597d\u7684\u4e1a\u7ee9\uff0c\u66f4\u597d\u7684\u6307\u5f15\u3002<\/strong>\u535a\u901a\u6700\u8fd1\u516c\u5e03\u4e86\u7b2c\u4e8c\u5b63\u5ea6\u7684\u6536\u76ca\u548c\u6536\u5165\uff0c\u8d85\u51fa\u4e86\u9884\u671f\u3002\u8be5\u516c\u53f8\u5c06\u4eba\u5de5\u667a\u80fd\u76f8\u5173\u82af\u7247\u7684\u5e74\u5ea6\u6536\u5165\u9884\u6d4b\u4e0a\u8c03\u4e8610%\uff0c\u81f32011\u8d22\u5e74\u7684110\u4ebf\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u53d7\u76ca\u4e8e\u5bf9OpenAI\u7684ChatGPT\u7b49\u4eba\u5de5\u667a\u80fd\u5e94\u7528\u7684\u6295\u8d44\u589e\u52a0\uff0c\u7b2c\u4e8c\u5b63\u5ea6\u4eba\u5de5\u667a\u80fd\u4ea7\u54c1\u6536\u5165\u8fbe\u523031\u4ebf\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u8fd8\u5ba3\u5e03\uff0c\u5c06\u4ece7\u670815\u65e5\u8d77\u8fdb\u884c10\u6bd41\u7684\u80a1\u7968\u62c6\u5206\uff0c\u8ba9\u6563\u6237\u6295\u8d44\u8005\u66f4\u5bb9\u6613\u83b7\u5f97\u80a1\u7968\u3002\u535a\u901a\u7684\u534a\u5bfc\u4f53\u89e3\u51b3\u65b9\u6848\u90e8\u95e8\u6536\u5165\u540c\u6bd4\u589e\u957f6%\uff0c\u8fbe\u523072\u4ebf\u7f8e\u5143\uff0c\u5176\u57fa\u7840\u8bbe\u65bd\u8f6f\u4ef6\u6536\u5165\u589e\u957f\u4e86\u4e00\u500d\u591a\uff0c\u90e8\u5206\u539f\u56e0\u662f\u6536\u8d2d\u4e86VMware\u3002\u535a\u901a\u7684\u5168\u5e74\u6536\u5165\u9884\u6d4b\u589e\u52a0\u4e8610\u4ebf\u7f8e\u5143\uff0c\u8fbe\u5230510\u4ebf\u7f8e\u5143\uff0c\u540c\u65f6\u5229\u6da6\u9884\u6d4b\u4e5f\u6709\u6240\u63d0\u9ad8\u3002\u5c55\u671b\u672a\u6765\uff0c\u968f\u7740\u5168\u7403\u4eba\u5de5\u667a\u80fd\u5728\u4f01\u4e1a\u4e2d\u7684\u6301\u7eed\u6574\u5408\uff0c\u5bf9\u5176\u4ea7\u54c1\u548c\u670d\u52a1\u7684\u9700\u6c42\u4e5f\u5c06\u589e\u52a0\uff0c\u4ece\u800c\u4f7f\u535a\u901a\u7684\u9500\u552e\u53d7\u76ca\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u6536\u5165\u540c\u6bd4\u589e\u957f43.1%\u81f3124.9\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f4.8\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a10.96\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.12\u7f8e\u5143\u300224\u8d22\u5e74\u6536\u5165\u9884\u671f\u7ea6510\u4ebf\u7f8e\u5143\uff0c\u8c03\u6574\u540e\u606f\u7a0e\u6298\u65e7\u644a\u9500\u524d\u5229\u6da6\u4e3a\u9884\u671f\u6536\u5165\u768461%\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-box-with-numbers-des-20.png\" alt=\"A blue and white rectangular box with numbers\n\nDescription automatically generated\" class=\"wp-image-47906\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-blue-and-white-rectangular-box-with-numbers-des-20.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-blue-and-white-rectangular-box-with-numbers-des-20-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1289\" height=\"576\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-screen-description-automatically-gen-13.jpeg\" alt=\"A graph on a screen\n\nDescription automatically generated\" class=\"wp-image-47907\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-screen-description-automatically-gen-13.jpeg 1289w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-screen-description-automatically-gen-13-300x134.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-screen-description-automatically-gen-13-1024x458.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-screen-description-automatically-gen-13-768x343.jpeg 768w\" sizes=\"(max-width: 1289px) 100vw, 1289px\" \/><\/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-47864-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-279.png\" class=\"wp-image-47908\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-279.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-279-300x64.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-281.png\" alt=\"\" class=\"wp-image-47910\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-281.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-281-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Add Valuetronics Holdings Ltd (VALUE SP) at S$0.66, Frencken Group Ltd (FRKN SP) at S$1.65, China Longyuan Power Group Corp Ltd (916 HK) at HK$7.4 and Uni-President China Holdings Ltd (220 HK) at HK$7.1. Cut loss on China Longyuan Power Group Corp Ltd (916 HK) at HK$7.1.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"460\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-282.png\" alt=\"\" class=\"wp-image-47911\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-282.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-282-300x146.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-282-768x375.png 768w\" sizes=\"(max-width: 943px) 100vw, 943px\" \/><\/figure>\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 \u9e3f\u901a\u7535\u5b50 (VALUE SP)\uff1a\u63a2\u7d22\u4eba\u5de5\u667a\u80fd \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.66\uff0c\u76ee\u6807\u4ef7\uff1a0.72\uff0c\u6b62\u635f\u4ef7\uff1a0.63 \u9e3f\u901a\u7535\u5b50\u63a7\u80a1\u6709\u9650\u516c\u53f8\u63d0\u4f9b\u539f\u59cb\u8bbe\u5907\u5236\u9020\u548c\u539f\u59cb\u8bbe\u8ba1\u5236\u9020\u670d\u52a1\u3002\u8be5\u516c\u53f8\u670d\u52a1\u4e8e\u7535\u4fe1\u3001\u5de5\u4e1a\u3001\u5546\u4e1a\u7535\u5b50\u4ea7\u54c1\u548c\u6d88\u8d39\u7535\u5b50\u4ea7\u54c1\u884c\u4e1a\u7684\u5ba2\u6237\u3002 \u65b0\u5408\u8d44\u4f01\u4e1a(JV)\u3002\u516c\u53f8\u6700\u8fd1\u5ba3\u5e03\u4e0e\u65b0\u7f51\u4e91\u9999\u6e2f\u6709\u9650\u516c\u53f8\u8fbe\u6210\u65b0\u7684\u5408\u8d44\u4f19\u4f34\u5173\u7cfb\u534f\u8bae\u3002\u901a\u8fc7\u5176\u5168\u8d44\u5b50\u516c\u53f8Value Match Company Limited (VML)\uff0c \u516c\u53f8\u5c06\u6295\u8d44770\u4e07\u6e2f\u5143(\u7ea698.6\u4e07\u7f8e\u5143)\u73b0\u91d1\u6536\u8d2d\u5408\u8d44\u516c\u53f8Trio AI Limited 55%\u7684\u80a1\u4efd\uff0c\u8be5\u5408\u8d44\u516c\u53f8\u5c06\u5728\u9999\u6e2f\u63d0\u4f9b\u56fe\u5f62\u5904\u7406\u5355\u5143(GPU)\u548c\u4eba\u5de5\u667a\u80fd\u76f8\u5173\u7684\u4e91\u670d\u52a1\u3002\u8be5\u5408\u8d44\u4f01\u4e1a\u4e3a\u516c\u53f8\u63d0\u4f9b\u4e86\u5728\u96c6\u56e2\u73b0\u6709\u5236\u9020\u80fd\u529b\u8303\u56f4\u5185\u83b7\u5f97\u4eba\u5de5\u667a\u80fd\u76f8\u5173\u786c\u4ef6\u5236\u9020\u673a\u4f1a\u7684\u6f5c\u5728\u673a\u4f1a\uff0c\u5e76\u4f7f\u516c\u53f8\u80fd\u591f\u4ece\u4eba\u5de5\u667a\u80fd\u7684\u6301\u7eed\u8fdb\u6b65\u548c\u5bf9\u4eba\u5de5\u667a\u80fd\u57fa\u7840\u8bbe\u65bd\u670d\u52a1\u65e5\u76ca\u589e\u957f\u7684\u9700\u6c42\u6240\u652f\u6301\u7684\u6709\u5229\u5e02\u573a\u9700\u6c42\u4e2d\u53d7\u76ca\u3002\u8fd9\u4e00\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u6807\u5fd7\u7740\u516c\u53f8\u8fdb\u5165\u4eba\u5de5\u667a\u80fd\u884c\u4e1a\u7684\u7b2c\u4e00\u4e2a\u6218\u7565\u4e3e\u63aa\u3002 24\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u603b\u6536\u5165\u540c\u6bd4\u4e0b\u964d17.1%\u81f316.7\u4ebf\u6e2f\u5143\uff0c\u800c23\u8d22\u5e74\u4e3a20.1\u4ebf\u6e2f\u5143\u300224\u8d22\u5e74\u51c0\u5229\u6da6\u589e\u957f29.8%\u81f31.596\u4ebf\u6e2f\u5143\uff0c\u800c23\u8d22\u5e74\u4e3a1.23\u4ebf\u6e2f\u5143\u300224\u8d22\u5e74\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4e0a\u5347\u81f30.387\u6e2f\u5143\uff0c\u800c23\u8d22\u5e74\u4e3a0.291\u6e2f\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u798f\u6839\u96c6\u56e2 (FRKN SP)\uff1a\u534a\u5bfc\u4f53\u884c\u4e1a\u590d\u82cf\u6b65\u5165\u6b63\u8f68 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.65\uff0c\u76ee\u6807\u4ef7\uff1a1.79\uff0c\u6b62\u635f\u4ef7\uff1a1.58 \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 \u82f1\u4f1f\u8fbe\u7684\u4e1a\u7ee9\u518d\u6b21\u597d\u4e8e\u9884\u671f\u3002\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 \u826f\u597d\u7684\u4e1a\u7ee9\u3002\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 24\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u300224\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 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u7edf\u4e00\u4f01\u4e1a\u4e2d\u56fd(220 HK)\uff1a\u8f6c\u5411\u66f4\u4fbf\u5b9c\u7684\u66ff\u4ee3\u98df\u54c1 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a7.10\uff0c\u76ee\u6807\u4ef7\uff1a7.80\uff0c\u6b62\u635f\u4ef7\uff1a6.75 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23\u8d22\u5e74\u4e1a\u7ee9\u300223\u8d22\u5e74\u6536\u5165\u540c\u6bd4\u589e\u957f1.2%\u81f3286\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c22\u8d22\u5e74\u4e3a283\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f36.4%\u81f3\u4eba\u6c11\u5e0116.7\u4ebf\u5143\uff0c\u800cFY22\u4e3a\u4eba\u6c11\u5e0112.2\u4ebf\u5143\u300223\u8d22\u5e74\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u589e\u957f36.4%\u81f338.6\u5143\uff0c\u800c22\u8d22\u5e74\u4e3a28.3\u5143\u3002 \u5e02\u573a\u5171\u8bc6 (Source: [&hellip;]<\/p>\n","protected":false},"author":14,"featured_media":22944,"comment_status":"closed","ping_status":"open","sticky":true,"template":"","format":"standard","meta":{"_eb_attr":"","_uag_custom_page_level_css":"","footnotes":""},"categories":[13],"tags":[],"class_list":["post-47864","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-kgi-daily-trading-ideas-chinese"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One 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