{"id":49105,"date":"2024-07-29T09:55:00","date_gmt":"2024-07-29T01:55:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=49105"},"modified":"2024-07-29T09:55:04","modified_gmt":"2024-07-29T01:55:04","slug":"kgi-daily-trading-ideas-29-jul-2024-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-29-jul-2024-zh\/","title":{"rendered":"2024\u5e7407\u670829\u65e5: \u626c\u5b50\u6c5f\u8239\u4e1a (YZJSGD SP), \u4e1c\u65b9\u7535\u6c14 (1072 HK), \u9ea6\u5f53\u52b3 (MCD 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-49105-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1531\" height=\"748\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-computer-screen-description-aut-15.png\" alt=\"A screenshot of a computer screen\n\nDescription automatically generated\" class=\"wp-image-49106\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-computer-screen-description-aut-15.png 1531w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-computer-screen-description-aut-15-300x147.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-computer-screen-description-aut-15-1024x500.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-computer-screen-description-aut-15-768x375.png 768w\" sizes=\"(max-width: 1531px) 100vw, 1531px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"915\" height=\"282\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-698.png\" alt=\"\" class=\"wp-image-49107\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-698.png 915w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-698-300x92.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-698-768x237.png 768w\" sizes=\"(max-width: 915px) 100vw, 915px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1071\" height=\"274\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-699.png\" alt=\"\" class=\"wp-image-49108\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-699.png 1071w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-699-300x77.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-699-1024x262.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-699-768x196.png 768w\" sizes=\"(max-width: 1071px) 100vw, 1071px\" \/><\/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-700.png\" alt=\"\" class=\"wp-image-49109\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-700.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-700-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-49105-_qqv3rtx8nazp\"><\/a><a id=\"post-49105-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1914\" height=\"837\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-computer-description-automatica-77.png\" alt=\"A screenshot of a computer\n\nDescription automatically generated\" class=\"wp-image-49110\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-computer-description-automatica-77.png 1914w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-computer-description-automatica-77-300x131.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-computer-description-automatica-77-1024x448.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-computer-description-automatica-77-768x336.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-screenshot-of-a-computer-description-automatica-77-1536x672.png 1536w\" sizes=\"(max-width: 1914px) 100vw, 1914px\" \/><\/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-701.png\" alt=\"\" class=\"wp-image-49111\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-701.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-701-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  <a id=\"post-49105-_7c2gwybbbr90\"><\/a>\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-49105-_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-702.png\" class=\"wp-image-49112\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-702.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-702-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u626c\u5b50\u6c5f\u8239\u4e1a (YZJSGD SP)\uff1a\u9020\u8239\u5de5\u4e1a\u8fdb\u4e00\u6b65\u589e\u957f<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a2.46\uff0c\u76ee\u6807\u4ef7\uff1a2.70\uff0c\u6b62\u635f\u4ef7\uff1a2.35<\/strong>\n  <\/li><li>\n    \u626c\u5b50\u6c5f\u9020\u8239\u63a7\u80a1\u6709\u9650\u516c\u53f8\u5efa\u9020\u5404\u79cd\u7c7b\u578b\u7684\u8239\u8236\u3002\u8be5\u516c\u53f8\u751f\u4ea7\u5404\u79cd\u5404\u6837\u7684\u5546\u8239\u3001\u5c0f\u578b\u6563\u8d27\u8239\u3001\u591a\u7528\u9014\u8d27\u8239\u3001\u96c6\u88c5\u7bb1\u8239\u3001\u5316\u5b66\u54c1\u8239\u3001\u8fd1\u6d77\u4f9b\u5e94\u8239\u3001\u6551\u63f4\u548c\u6253\u635e\u8239\u4ee5\u53ca\u8d77\u91cd\u8239\n  <\/li><li><strong>\u521b\u8bb0\u5f55\u8ba2\u5355\u3002<\/strong>\u53d7\u5168\u7403\u5428\u4f4d\u9700\u6c42\u98d9\u5347\u7684\u63a8\u52a8\uff0c\u4e2d\u56fd\u6700\u5927\u7684\u79c1\u8425\u9020\u8239\u4f01\u4e1a\u626c\u5b50\u6c5f\u8239\u4e1a\u7684\u8ba2\u5355\u79ef\u538b\u8d85\u8fc7160\u4ebf\u7f8e\u5143\uff0c\u521b\u4e0b\u65b0\u7eaa\u5f55\u3002\u4e3a\u4e86\u7ba1\u7406\u4e0d\u65ad\u589e\u52a0\u7684\u4ea7\u91cf\uff0c\u8be5\u516c\u53f8\u5df2\u7ecf\u6536\u8d2d\u4e86\u5176\u9020\u8239\u5382\u9644\u8fd1200\u591a\u82f1\u4ea9\u7684\u571f\u5730\uff0c\u5e76\u8ba1\u5212\u6295\u8d444\u4ebf\u591a\u7f8e\u5143\u6269\u5efa\u5de5\u5382\uff0c\u5305\u62ec\u4e00\u4e2a30\u4e07\u5428\u7684\u5e72\u8239\u575e\u3002\u6b64\u6b21\u6269\u5efa\u5c06\u4f7f\u5e74\u4ea7\u80fd\u589e\u52a080\u4e07\u8f7d\u91cd\u5428\uff0c\u589e\u5f3a\u4e2d\u56fd\u5728\u9ad8\u9644\u52a0\u503c\u9020\u8239\u9886\u57df\u7684\u81ea\u529b\u66f4\u751f\u80fd\u529b\u3002\u626c\u5b50\u6c5f\u8fd8\u5728\u5efa\u8bbe\u4e00\u4e2a\u62e5\u67095G\u5de5\u4e1a\u6570\u636e\u7f51\u7edc\u7684\u5148\u8fdb\u6570\u5b57\u5316\u751f\u4ea7\u5de5\u5382\uff0c\u8fd9\u53cd\u6620\u4e86\u5411\u6280\u672f\u66f4\u5148\u8fdb\u7684\u5de5\u827a\u7684\u8f6c\u53d8\u3002\u8fd9\u79cd\u589e\u957f\u662f\u4e2d\u56fd\u9020\u8239\u5382\u6574\u4f53\u8d8b\u52bf\u7684\u4e00\u90e8\u5206\u3002\u6839\u636e\u8239\u8236\u7ecf\u7eaa\u516c\u53f8BRS\u7684\u6570\u636e\uff0c\u52302027\u5e74\uff0c\u4e2d\u56fd\u7684\u8ba2\u5355\u51e0\u4e4e\u6ee1\u4e86\uff0c\u8ba2\u5355\u5c06\u5ef6\u7eed\u52302029\u5e74\uff0c\u8fd9\u8868\u660e\u8be5\u884c\u4e1a\u7684\u672a\u6765\u5f88\u5f3a\u52b2\u3002\n  <\/li><li><strong>\u5f3a\u52b2\u8ba2\u5355\u3002<\/strong>\u65b0\u79d1\u5de5\u7a0b\u7684\u8ba2\u5355\u4f9d\u7136\u5f3a\u52b2\uff0c\u6839\u636e\u51762024\u5e74\u7b2c\u4e00\u5b63\u5ea6\u7684\u4e1a\u52a1\u66f4\u65b0\uff0c\u5176\u8ba2\u5355\u4ef7\u503c\u4e3a277\u4ebf\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u9884\u8ba1\u5728\u4eca\u5e74\u5269\u4f59\u65f6\u95f4\u5185\u4ea4\u4ed8\u4ef7\u503c65\u4ebf\u7f8e\u5143\u7684\u8ba2\u5355\u3002\u57282024\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u65b0\u79d1\u5de5\u7a0b\u516c\u53f8\u83b7\u5f97\u4e86\u603b\u8ba130\u4ebf\u7f8e\u5143\u7684\u989d\u5916\u5408\u540c\u3002\u5176\u4e2d\u5305\u62ec\u5546\u4e1a\u822a\u7a7a\u822a\u5929\u9886\u57df\u76848.39\u4ebf\u7f8e\u5143\uff0c\u56fd\u9632\u548c\u516c\u5171\u5b89\u5168\u5e02\u573a\u768416.45\u4ebf\u7f8e\u5143\uff0c\u57ce\u5e02\u89e3\u51b3\u65b9\u6848\u548c\u536b\u661f\u901a\u4fe1\u884c\u4e1a\u76845.42\u4ebf\u7f8e\u5143\u3002\u8fd9\u4e9b\u65b0\u5408\u540c\u7684\u6210\u529f\uff0c\u4ee5\u53ca\u6301\u7eed\u5f3a\u52b2\u7684\u8ba2\u5355\uff0c\u7a81\u663e\u4e86\u5bf9\u65b0\u79d1\u5de5\u7a0b\u670d\u52a1\u7684\u6301\u7eed\u9ad8\u9700\u6c42\u3002\n  <\/li><li><strong>\u6269\u5c55\u4e1a\u52a1\u81f3\u8d85\u5927\u578b\u6c28\u8fd0\u8f93\u8239\u3002<\/strong>\u626c\u5b50\u6c5f\u8239\u4e1a\u5df2\u4e0eNissen Kaiun\u8fbe\u62104.4\u4ebf\u7f8e\u5143\u7684\u534f\u8bae\uff0c\u8d2d\u4e704\u825888,000\u7acb\u65b9\u7c73\u7684\u8d85\u5927\u578b\u6c28\u8fd0\u8f93\u8239(vlac)\uff0c\u6807\u5fd7\u7740\u626c\u5b50\u6c5f\u8fdb\u5165\u8fd9\u4e00\u9886\u57df\u3002\u8fd9\u4e9b\u8239\u4e0e\u80fd\u6e90\u8d38\u6613\u5546BGN\u7b7e\u8ba2\u4e867\u5e74\u5b9a\u671f\u79df\u7ea6\uff0c\u5c06\u4e8e2028\u5e745\u6708\u81f32029\u5e742\u6708\u4e4b\u95f4\u4ea4\u4ed8\u3002Nissen Kaiun\u62e5\u6709\u7ea6200\u8258\u8239\u8236\uff0c\u5176\u4e2d\u5305\u62ec10\u8258\u8d85\u5927\u578b\u6db2\u5316\u77f3\u6cb9\u6c14\u8fd0\u8f93\u8239\u548c\u8fd140\u8258\u65b0\u8239\uff0c\u8fd9\u662f\u5bf9\u4f4e\u78b3\u6c28\u6c14\u8d38\u6613\u9884\u671f\u6fc0\u589e\u63a8\u52a8\u7684\u6db2\u5316\u77f3\u6cb9\u6c14\/\u6c28\u6c14\u8fd0\u8f93\u8239\u7684\u9ad8\u9700\u6c42\u7684\u56de\u5e94\uff0c\u7279\u522b\u662f\u6765\u81ea\u65e5\u672c\u548c\u97e9\u56fd\u7684\u8131\u78b3\u5021\u8bae\u3002\n  <\/li><li><strong>\u65b0\u7684\u751f\u4ea7\u8bbe\u65bd\u3002<\/strong>\u626c\u5b50\u6c5f\u9020\u8239\u4e0e\u6c5f\u82cf\u7701\u9756\u6c5f\u5e02\u7b7e\u7f72\u4e86\u4e00\u9879\u6846\u67b6\u534f\u8bae\uff0c\u5c06\u5728\u65b0\u6865\u56ed\u533a\u6536\u8d2d866,671\u5e73\u65b9\u7c73\u7684\u571f\u5730\uff0c\u5efa\u8bbe\u4e00\u4e2a\u65b0\u7684\u6e05\u6d01\u80fd\u6e90\u8239\u8236\u5236\u9020\u57fa\u5730\u3002\u8fd9\u7247\u571f\u5730\u5305\u62ec1320\u7c73\u7684\u957f\u6c5f\u5cb8\u7ebf\uff0c\u53ef\u4ee5\u6709\u6548\u5730\u6269\u5c55\u3002\u65b0\u5de5\u5382\u4f4d\u4e8e\u73b0\u6709\u5de5\u5382\u7684\u6218\u7565\u4f4d\u7f6e\uff0c\u5c06\u63d0\u9ad8\u751f\u4ea7\u529b\u548c\u8fd0\u8425\u6548\u7387\u3002\u8be5\u516c\u53f8\u8ba1\u5212\u5728\u672a\u6765\u4e24\u5e74\u5185\u6295\u8d4430\u4ebf\u5143\u4eba\u6c11\u5e01(5.543\u4ebf\u65b0\u5143)\uff0c\u7b49\u5f85\u53ef\u884c\u6027\u7814\u7a76\u548c\u653f\u5e9c\u6279\u51c6\u7684\u7ed3\u679c\u3002\u8be5\u9879\u76ee\u5c06\u5206\u9636\u6bb5\u6267\u884c\uff0c\u4ee5\u786e\u4fdd\u5408\u89c4\u3002\u8be5\u9879\u76ee\u7684\u6279\u51c6\u5c06\u4f7f\u8be5\u516c\u53f8\u80fd\u591f\u5236\u9020\u6e05\u6d01\u80fd\u6e90\u8239\u8236\uff0c\u6269\u5927\u5176\u5236\u9020\u80fd\u529b\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>23\u8d22\u5e74\u6536\u5165\u540c\u6bd4\u589e\u957f16.5%\u81f3241\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c22\u8d22\u5e74\u4e3a207\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f57.0%\u81f341.1\u4ebf\u5143\uff0c\u800c22\u8d22\u5e74\u4e3a26.1\u4ebf\u5143\u3002\u51c0\u5229\u7387\u572823\u8d22\u5e74\u589e\u957f4.4\u4e2a\u767e\u5206\u70b9\u81f317.0%\uff0c\u800c22\u8d22\u5e74\u4e3a12.6%\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-object-with-white-tex-28.png\" alt=\"A blue and white rectangular object with white text\n\nDescription automatically generated\" class=\"wp-image-49113\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-blue-and-white-rectangular-object-with-white-tex-28.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-blue-and-white-rectangular-object-with-white-tex-28-300x64.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-white-background-description-automat-44.jpeg\" alt=\"A graph on a white background\n\nDescription automatically generated\" class=\"wp-image-49114\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-white-background-description-automat-44.jpeg 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-white-background-description-automat-44-300x115.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-white-background-description-automat-44-1024x392.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-white-background-description-automat-44-768x294.jpeg 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-white-background-description-automat-44-1536x588.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\"><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-27.png\" class=\"wp-image-49115\" 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-27.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-long-line-of-a-white-background-description-aut-27-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/> <\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u65b0\u79d1\u5de5\u7a0b (STE SP)\uff1a\u6df1\u5316\u5408\u4f5c\u4e0e\u4f19\u4f34\u5173\u7cfb<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a4.38\uff0c\u76ee\u6807\u4ef7\uff1a4.70\uff0c\u6b62\u635f\u4ef7\uff1a4.22<\/strong>\n  <\/li><li>\n    \u65b0\u79d1\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u5168\u7403\u6027\u7684\u6280\u672f\uff0c\u56fd\u9632\u548c\u5de5\u7a0b\u96c6\u56e2\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u5176\u5728\u822a\u7a7a\u822a\u5929\u3001\u667a\u6167\u57ce\u5e02\u3001\u56fd\u9632\u548c\u516c\u5171\u5b89\u5168\u9886\u57df\u7684\u591a\u5143\u5316\u4e1a\u52a1\u7ec4\u5408\uff0c\u5229\u7528\u6280\u672f\u548c\u521b\u65b0\u6765\u89e3\u51b3\u95ee\u9898\u5e76\u6539\u5584\u751f\u6d3b\u3002\u65b0\u79d1\u5de5\u7a0b\u670d\u52a1\u4e8e\u5168\u7403\u5ba2\u6237\u3002\n  <\/li><li><strong>\u5408\u4f5c\u4fc3\u8fdb\u7f51\u7edc\u5b89\u5168\u3002<\/strong>SPTel\u63a8\u51fa\u4e86\u91cf\u5b50\u5b89\u5168\u670d\u52a1\uff0c\u901a\u8fc7\u96c6\u6210ST\u5de5\u7a0b\u3001\u8bfa\u57fa\u4e9a\u548cFortinet\u7684\u5148\u8fdb\u91cf\u5b50\u52a0\u5bc6\u4ea7\u54c1\uff0c\u589e\u5f3a\u4e86\u5176\u56fd\u5bb6\u91cf\u5b50\u5b89\u5168\u7f51\u7edc+ (NQSN+)\u3002\u8be5\u8ba1\u5212\u65e8\u5728\u9488\u5bf9\u91cf\u5b50\u5a01\u80c1\u63d0\u4f9b\u5168\u9762\u7684\u7f51\u7edc\u4fdd\u62a4\u3002\u53d7\u65b0\u52a0\u5761\u4fe1\u606f\u901a\u4fe1\u5a92\u4f53\u53d1\u5c55\u5c40(Infocomm Media Development Authority)\u4efb\u547d\uff0cSPTel\u548cSpeQtral\u6b63\u5728\u5f00\u53d1\u4e1c\u5357\u4e9a\u9996\u4e2a\u91cf\u5b50\u5b89\u5168\u57fa\u7840\u8bbe\u65bd\uff0c\u4ee5\u652f\u6301\u65b0\u52a0\u5761\u7684\u6570\u5b57\u8fde\u63a5\u84dd\u56fe\u3002\u8be5\u670d\u52a1\u65e8\u5728\u4e0e\u73b0\u6709\u7684IT\u57fa\u7840\u8bbe\u65bd\u517c\u5bb9\uff0c\u4f7f\u7528\u8bfa\u57fa\u4e9a\u7684DWDM\u3001ST Engineering\u7684\u52a0\u5bc6\u5668\u548cFortinet\u7684\u4e0b\u4e00\u4ee3\u9632\u706b\u5899\uff0c\u786e\u4fdd\u7269\u7406\u3001\u6570\u636e\u94fe\u8def\u548c\u7f51\u7edc\u5c42\u7684\u6570\u636e\u5b89\u5168\u3002\u8fd9\u4e00\u4e3e\u63aa\u65e8\u5728\u5e94\u5bf9\u65b0\u5174\u7684\u201c\u5148\u6536\u83b7\uff0c\u540e\u89e3\u5bc6\u201d\u5a01\u80c1\uff0c\u65e8\u5728\u52a0\u5f3a\u533b\u7597\u548c\u91d1\u878d\u7b49\u5173\u952e\u884c\u4e1a\u7684\u7f51\u7edc\u9632\u5fa1\u3002\u968f\u7740\u7f51\u7edc\u5a01\u80c1\u5728\u5168\u7403\u8303\u56f4\u5185\u6301\u7eed\u4e0a\u5347\uff0c\u5bf9\u6b64\u7c7b\u670d\u52a1\u7684\u9700\u6c42\u5c06\u4f1a\u589e\u52a0\uff0c\u8fd9\u5c06\u6709\u5229\u4e8e\u91c7\u7528\u610f\u6cd5\u534a\u5bfc\u4f53\u5de5\u7a0b\u516c\u53f8\u7684\u52a0\u5bc6\u5668\u3002\n  <\/li><li><strong>\u5f3a\u52b2\u8ba2\u5355\u3002<\/strong>\u65b0\u79d1\u5de5\u7a0b\u7684\u8ba2\u5355\u4f9d\u7136\u5f3a\u52b2\uff0c\u6839\u636e\u51762024\u5e74\u7b2c\u4e00\u5b63\u5ea6\u7684\u4e1a\u52a1\u66f4\u65b0\uff0c\u5176\u8ba2\u5355\u4ef7\u503c\u4e3a277\u4ebf\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u9884\u8ba1\u5728\u4eca\u5e74\u5269\u4f59\u65f6\u95f4\u5185\u4ea4\u4ed8\u4ef7\u503c65\u4ebf\u7f8e\u5143\u7684\u8ba2\u5355\u3002\u57282024\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u65b0\u79d1\u5de5\u7a0b\u516c\u53f8\u83b7\u5f97\u4e86\u603b\u8ba130\u4ebf\u7f8e\u5143\u7684\u989d\u5916\u5408\u540c\u3002\u5176\u4e2d\u5305\u62ec\u5546\u4e1a\u822a\u7a7a\u822a\u5929\u9886\u57df\u76848.39\u4ebf\u7f8e\u5143\uff0c\u56fd\u9632\u548c\u516c\u5171\u5b89\u5168\u5e02\u573a\u768416.45\u4ebf\u7f8e\u5143\uff0c\u57ce\u5e02\u89e3\u51b3\u65b9\u6848\u548c\u536b\u661f\u901a\u4fe1\u884c\u4e1a\u76845.42\u4ebf\u7f8e\u5143\u3002\u8fd9\u4e9b\u65b0\u5408\u540c\u7684\u6210\u529f\uff0c\u4ee5\u53ca\u6301\u7eed\u5f3a\u52b2\u7684\u8ba2\u5355\uff0c\u7a81\u663e\u4e86\u5bf9\u65b0\u79d1\u5de5\u7a0b\u670d\u52a1\u7684\u6301\u7eed\u9ad8\u9700\u6c42\u3002\n  <\/li><li><strong>\u6df1\u5316\u5bf9Safra\u98de\u673a\u53d1\u52a8\u673aLEAP\u53d1\u52a8\u673a\u7684\u652f\u6301\u3002<\/strong>\u65b0\u79d1\u5de5\u7a0b\u516c\u53f8\u6700\u8fd1\u5ba3\u5e03\uff0c\u5176\u5546\u4e1a\u822a\u7a7a\u4e1a\u52a1\u90e8\u95e8\u4e0e\u8d5b\u5cf0\u98de\u673a\u53d1\u52a8\u673a\u516c\u53f8\u7b7e\u8ba2\u4e86\u4e00\u4efd\u4e3a\u671f\u4e24\u5e74\u7684\u534f\u8bae\uff0c\u4e3aCFM LEAP-1A\u548cLEAP-1B\u53d1\u52a8\u673a\u63d0\u4f9b\u6a21\u5757\u7ef4\u4fee\u5378\u8f7d\u652f\u6301\uff0c\u5e76\u53ef\u9009\u62e9\u5ef6\u671f\u3002\u6839\u636e\u534f\u8bae\uff0c\u8d5b\u5cf0\u98de\u673a\u53d1\u52a8\u673a\u516c\u53f8\u5c06\u628aLEAP-1A\u548cLEAP-1B\u53d1\u52a8\u673a\u7684\u9ad8\u538b\u6da1\u8f6e(HPT)\u8f6c\u5b50\u7ec4\u4ef6\u548c\u7b2c\u4e8c\u7ea7HPT\u55b7\u5634\u7ec4\u4ef6\u7684\u6a21\u5757\u7ef4\u4fee\u5de5\u4f5c\u79fb\u4ea4\u7ed9ST\u5de5\u7a0b\u516c\u53f8\u3002\u968f\u7740\u8fd0\u8425\u5546\u98de\u884c\u4e1a\u52a1\u7684\u589e\u52a0\uff0c\u6b64\u6b21\u5408\u4f5c\u6ee1\u8db3\u4e86\u5bf9LEAP\u53d1\u52a8\u673a\u65e5\u76ca\u589e\u957f\u7684MRO\u9700\u6c42\u3002\u65b0\u79d1\u5de5\u7a0b\u7684\u5378\u8f7d\u652f\u6301\u589e\u5f3a\u4e86\u8d5b\u5cf0\u98de\u673a\u53d1\u52a8\u673a\u7684MRO\u80fd\u529b\uff0c\u5e76\u4e3a\u5ba2\u6237\u4f18\u5316\u4e86\u53d1\u52a8\u673a\u8f66\u95f4\u7684\u5468\u8f6c\u65f6\u95f4\u3002\u8be5\u534f\u8bae\u52a0\u5f3a\u4e86\u4e0e\u8d5b\u5cf0\u98de\u673a\u53d1\u52a8\u673a\u516c\u53f8\u7684\u5408\u4f5c\u5173\u7cfb\u548c\u5bf9LEAP\u53d1\u52a8\u673a\u8fd0\u8425\u5546\u7684\u652f\u6301\uff0c\u5e76\u4f7f\u516c\u53f8\u80fd\u591f\u5f88\u597d\u5730\u6ee1\u8db3LEAP\u53d1\u52a8\u673a\u5feb\u901f\u56de\u8f6c\u548c\u6027\u80fd\u4fee\u590d\u8f66\u95f4\u8bbf\u95ee\u65e5\u76ca\u589e\u957f\u7684\u9700\u6c42\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u5f97\u76ca\u4e8e\u5546\u4e1a\u822a\u7a7a\u822a\u5929\u3001\u56fd\u9632\u548c\u516c\u5171\u5b89\u5168\u90e8\u95e8\u4e24\u4f4d\u6570\u7684\u540c\u6bd4\u589e\u957f\uff0c\u5176\u7b2c\u4e00\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957f18%\uff0c\u81f327.03\u4ebf\u65b0\u5143\uff0c\u800c23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a22.89\u4ebf\u65b0\u5143\u3002\u4eca\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u5176\u5546\u4e1a\u822a\u7a7a\u6536\u5165\u3001\u56fd\u9632\u548c\u516c\u5171\u5b89\u5168\u6536\u5165\u5206\u522b\u540c\u6bd4\u589e\u957f32%\u81f312\u4ebf\u65b0\u5143\u300114%\u81f311\u4ebf\u65b0\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\/a-blue-and-white-rectangular-box-with-white-text-64.png\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" class=\"wp-image-49116\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-blue-and-white-rectangular-box-with-white-text-64.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-blue-and-white-rectangular-box-with-white-text-64-300x64.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-on-a-white-surface-description-automatica-9.jpeg\" alt=\"A graph on a white surface\n\nDescription automatically generated\" class=\"wp-image-49117\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-white-surface-description-automatica-9.jpeg 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-white-surface-description-automatica-9-300x122.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-white-surface-description-automatica-9-1024x418.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-white-surface-description-automatica-9-768x313.jpeg 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-on-a-white-surface-description-automatica-9-1536x627.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\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-703.png\" class=\"wp-image-49118\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-703.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-703-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-49105-_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-704.png\" class=\"wp-image-49119\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-704.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-704-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-49105-_34eo5yf8y7pj\"><\/a><strong>\u4e1c\u65b9\u7535\u6c14 (1072 HK)\uff1a\u589e\u52a0\u53ef\u518d\u751f\u80fd\u6e90\u7684\u4f7f\u7528<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a10.20\uff0c\u76ee\u6807\u4ef7\uff1a11.20\uff0c\u6b62\u635f\u4ef7\uff1a9.70<\/strong>\n  <\/li><li>\n    \u4e1c\u65b9\u7535\u6c14\u80a1\u4efd\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u53d1\u7535\u8bbe\u5907\u5236\u9020\u4e0e\u9500\u552e\u4e1a\u52a1\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u8fd0\u8425\u4e94\u5927\u62a5\u544a\u5206\u90e8\uff1a\u6e05\u6d01\u9ad8\u6548\u80fd\u6e90\u88c5\u5907\u5206\u90e8\u3001\u53ef\u518d\u751f\u80fd\u6e90\u88c5\u5907\u5206\u90e8\u3001\u5de5\u7a0b\u4e0e\u8d38\u6613\u5206\u90e8\u3001\u73b0\u4ee3\u5236\u9020\u670d\u52a1\u4e1a\u5206\u90e8\u548c\u65b0\u5174\u6210\u957f\u4ea7\u4e1a\u5206\u90e8\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u4ea7\u54c1\u5305\u62ec\u6c34\u8f6e\u53d1\u7535\u673a\u7ec4\u3001\u6c7d\u8f6e\u53d1\u7535\u673a\u3001\u98ce\u529b\u53d1\u7535\u673a\u7ec4\u3001\u7535\u7ad9\u6c7d\u8f6e\u673a\u548c\u7535\u7ad9\u9505\u7089\u4ee5\u53ca\u71c3\u6c14\u8f6e\u673a\u7b49\u3002\u8be5\u516c\u53f8\u7684\u4e1a\u52a1\u4e3b\u8981\u5206\u90e8\u5728\u56fd\u5185\u5e02\u573a\u548c\u56fd\u5916\u5e02\u573a\u3002\n  <\/li><li><strong>\u589e\u52a0\u4e2d\u56fd\u53ef\u518d\u751f\u80fd\u6e90\u7684\u4f7f\u7528\u3002<\/strong>\u4e2d\u56fd\u53ef\u518d\u751f\u80fd\u6e90\u5229\u7528\u7387\u5df2\u8fbe\u5230\u6216\u8d85\u8fc7\u56fd\u9645\u5148\u8fdb\u6c34\u5e73\uff0c\u53ef\u6301\u7eed\u80fd\u6e90\u5efa\u8bbe\u53d6\u5f97\u957f\u8db3\u8fdb\u5c55\u3002\u53ef\u518d\u751f\u80fd\u6e90\u5229\u7528\u52bf\u5934\u5f3a\u52b2\uff0c\u5229\u7528\u7387\u8fbe97.6%\uff0c\u81ea2018\u5e74\u4ee5\u6765\u8fde\u7eed6\u5e74\u8d85\u8fc795%\u3002\u53bb\u5e74\uff0c\u53ef\u518d\u751f\u80fd\u6e90\u65b0\u589e\u88c5\u673a\u5bb9\u91cf\u8fbe\u52302.9\u4ebf\u5343\u74e6\uff0c\u662f2022\u5e74\u76842.4\u500d\uff0c\u5360\u5168\u56fd\u65b0\u589e\u53d1\u7535\u603b\u91cf\u768479%\uff0c\u6210\u4e3a\u65b0\u589e\u53d1\u7535\u7684\u4e3b\u8981\u6765\u6e90\u3002\u4ea7\u80fd\u7684\u6fc0\u589e\u523a\u6fc0\u4e86\u5168\u56fd\u8303\u56f4\u5185\u5bf9\u592a\u9633\u80fd\u3001\u98ce\u80fd\u548c\u6c34\u7535\u9879\u76ee\u7684\u5927\u91cf\u6295\u8d44\u3002\u8fd9\u4e9b\u52aa\u529b\u662f\u4e2d\u56fd\u57282030\u5e74\u4e4b\u524d\u8fbe\u5230\u78b3\u6392\u653e\u5cf0\u503c\u3001\u57282060\u5e74\u4e4b\u524d\u5b9e\u73b0\u78b3\u4e2d\u548c\u7684\u66f4\u5e7f\u6cdb\u6218\u7565\u7684\u4e00\u90e8\u5206\u3002\n  <\/li><li><strong>\u589e\u52a0\u4ea7\u80fd\u3002<\/strong>\u4e1c\u65b9\u7535\u6c14\u6700\u8fd1\u5728\u5e7f\u4e1c\u7701\u6c55\u5934\u5e02\u7684\u4e00\u4e2a\u6cbf\u6d77\u8bd5\u9a8c\u57fa\u5730\u5b89\u88c5\u4e86\u4e00\u53f018\u5146\u74e6\u7684\u6d77\u4e0a\u98ce\u529b\u6da1\u8f6e\u673a\u3002\u8f6c\u5b50\u76f4\u5f84260\u7c73\uff0c\u626b\u9762\u9762\u79ef5.3\u4e07\u5e73\u65b9\u7c73\uff0c\u8be5\u6da1\u8f6e\u673a\u6bcf\u5e74\u53ef\u4ea7\u751f72\u5409\u74e6\u65f6\u7684\u7535\u529b\uff0c\u8db3\u4ee5\u4e3a\u5927\u7ea63.6\u4e07\u6237\u5bb6\u5ead\u4f9b\u7535\u3002\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u8fd9\u53f018\u5146\u74e6\u7684\u6d77\u4e0a\u98ce\u529b\u6da1\u8f6e\u673a\u662f\u76ee\u524d\u4e16\u754c\u4e0a\u5b89\u88c5\u7684\u540c\u7c7b\u6da1\u8f6e\u673a\u4e2d\u6700\u5927\u7684\u3002\n  <\/li><li><strong>\u4e2d\u4e1c\u4ea4\u6613\u3002<\/strong>\u4e1c\u65b9\u7535\u6c14\u65d7\u4e0b\u7684\u4e2d\u56fd\u5b8f\u534e\u96c6\u56e2\u6700\u8fd1\u4e0e\u4e2d\u4e1c\u4e00\u5bb6\u5927\u578b\u94bb\u4e95\u516c\u53f8\u7b7e\u8ba2\u4e86\u4e00\u4efd\u5408\u540c\uff0c\u5411\u8be5\u516c\u53f8\u4ea4\u4ed8\u6570\u53f03000HP\u7684\u4eba\u5de5\u5c9b\u7fa4\u94bb\u4e95\u5e73\u53f0\uff0c\u4ef7\u503c15\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u6b64\u6b21\u7b7e\u7ea6\u5f70\u663e\u4e86\u5b8f\u534e\u96c6\u56e2\u9ad8\u7aef\u667a\u80fd\u94bb\u673a\u7684\u5168\u7403\u8ba4\u53ef\u5ea6\uff0c\u5de9\u56fa\u4e86\u5b8f\u534e\u96c6\u56e2\u5728\u56fd\u9645\u5148\u8fdb\u94bb\u4e95\u6280\u672f\u5e02\u573a\u7684\u9886\u5148\u5730\u4f4d\u3002\u8be5\u94bb\u673a\u88ab\u6b63\u5f0f\u547d\u540d\u4e3a\u4eba\u5de5\u5c9b\u7fa4\u4e95\u5feb\u901f\u79fb\u52a8\u667a\u80fd\u94bb\u673a\uff0c\u91c7\u7528\u4e86\u5b8f\u534e\u96c6\u56e2\u7684\u5c16\u7aef\u6280\u672f\uff0c\u5c06\u4eba\u5de5\u667a\u80fd\u4e0e\u5c9b\u7fa4\u4e95\u94bb\u4e95\u76f8\u7ed3\u5408\u3002\u8be5\u534f\u8bae\u6807\u5fd7\u7740\u4e2d\u56fd\u667a\u80fd\u88c5\u5907\u5168\u7403\u6269\u5f20\u7684\u91cc\u7a0b\u7891\uff0c\u4e5f\u662f\u9ad8\u8d28\u91cf\u201c\u4e00\u5e26\u4e00\u8def\u201d\u5408\u4f5c\u7684\u91cd\u8981\u6210\u679c\uff0c\u4e3a\u6cb9\u6c14\u884c\u4e1a\u8fdb\u4e00\u6b65\u7684\u56fd\u9645\u5408\u4f5c\u5960\u5b9a\u4e86\u57fa\u7840\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u3002<\/strong>\u8be5\u516c\u53f8\u7b2c\u4e00\u5b63\u5ea6\u7684\u8425\u4e1a\u6536\u5165\u4e3a\u4eba\u6c11\u5e01151\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f2.28%\uff0c\u800c\u53bb\u5e74\u540c\u671f\u4e3a\u4eba\u6c11\u5e01147\u4ebf\u5143\u3002\u8be5\u516c\u53f8\u51c0\u5229\u6da6\u540c\u6bd4\u4e0b\u964d11.1%\u81f3\u4eba\u6c11\u5e019058\u4ebf\u5143\uff0c\u800c\u53bb\u5e74\u540c\u671f\u4e3a\u4eba\u6c11\u5e0110.2\u4ebf\u5143\u300224\u5e74\u7b2c\u4e00\u5b63\u5ea6\u6bcf\u80a1\u57fa\u672c\u6536\u76ca\u753123\u5e74\u7b2c\u4e00\u5b63\u5ea6\u76840.327\u5143\u964d\u81f30.290\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-705.png\" class=\"wp-image-49120\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-705.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-705-300x64.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=\"1211\" height=\"568\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-70.jpeg\" alt=\"\" class=\"wp-image-49121\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-70.jpeg 1211w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-70-300x141.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-70-1024x480.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-70-768x360.jpeg 768w\" sizes=\"(max-width: 1211px) 100vw, 1211px\" \/><\/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-706.png\" class=\"wp-image-49122\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-706.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-706-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u91d1\u98ce\u79d1\u6280 (2208 HK)\uff1a\u98ce\u529b\u53d1\u7535\u518d\u6b21\u53d7\u5230\u9752\u7750<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a4.30\uff0c\u76ee\u6807\u4ef7\uff1a4.70\uff0c\u6b62\u635f\u4ef7\uff1a4.10<\/strong>\n  <\/li><li>\n    \u91d1\u98ce\u79d1\u6280\u80a1\u4efd\u6709\u9650\u516c\u53f8\uff08\u539f\u540d\uff1a\u65b0\u7586\u91d1\u98ce\u79d1\u6280\u80a1\u4efd\u6709\u9650\u516c\u53f8\uff09\u662f\u4e00\u5bb6\u63d0\u4f9b\u98ce\u673a\u3001\u98ce\u7535\u670d\u52a1\u53ca\u98ce\u7535\u573a\u5f00\u53d1\u7684\u6574\u4f53\u89e3\u51b3\u65b9\u6848\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u56db\u4e2a\u90e8\u95e8\u5f00\u5c55\u4e1a\u52a1\u3002\u98ce\u673a\u5236\u9020\u4e0e\u9500\u552e\u90e8\u95e8\u4e3b\u8981\u4ece\u4e8b\u98ce\u529b\u53d1\u7535\u673a\u7ec4\u53ca\u5176\u96f6\u90e8\u4ef6\u7684\u7814\u53d1\u3001\u5236\u9020\u53ca\u9500\u552e\u4e1a\u52a1\u3002\u98ce\u7535\u670d\u52a1\u90e8\u95e8\u4e3b\u8981\u63d0\u4f9b\u98ce\u7535\u76f8\u5173\u7684\u987e\u95ee\u3001\u98ce\u7535\u573a\u5efa\u8bbe\u7ef4\u62a4\u548c\u8fd0\u8f93\u670d\u52a1\u3002\u98ce\u7535\u573a\u5f00\u53d1\u90e8\u95e8\u4e3b\u8981\u4ece\u4e8b\u98ce\u7535\u573a\u5f00\u53d1\u548c\u8fd0\u8425\u4e1a\u52a1\u3002\u5176\u4ed6\u90e8\u95e8\u4e3b\u8981\u4ece\u4e8b\u878d\u8d44\u79df\u8d41\u53ca\u6c34\u5904\u7406\u5f00\u53d1\u548c\u8fd0\u8425\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u5728\u4e2d\u56fd\u56fd\u5185\u548c\u6d77\u5916\u5e02\u573a\u5f00\u5c55\u4e1a\u52a1\u3002\n  <\/li><li><strong>\u589e\u52a0\u4e2d\u56fd\u53ef\u518d\u751f\u80fd\u6e90\u7684\u4f7f\u7528\u3002<\/strong>\u4e2d\u56fd\u53ef\u518d\u751f\u80fd\u6e90\u5229\u7528\u7387\u5df2\u8fbe\u5230\u6216\u8d85\u8fc7\u56fd\u9645\u5148\u8fdb\u6c34\u5e73\uff0c\u53ef\u6301\u7eed\u80fd\u6e90\u5efa\u8bbe\u53d6\u5f97\u957f\u8db3\u8fdb\u5c55\u3002\u53ef\u518d\u751f\u80fd\u6e90\u5229\u7528\u52bf\u5934\u5f3a\u52b2\uff0c\u5229\u7528\u7387\u8fbe97.6%\uff0c\u81ea2018\u5e74\u4ee5\u6765\u8fde\u7eed6\u5e74\u8d85\u8fc795%\u3002\u53bb\u5e74\uff0c\u53ef\u518d\u751f\u80fd\u6e90\u65b0\u589e\u88c5\u673a\u5bb9\u91cf\u8fbe\u52302.9\u4ebf\u5343\u74e6\uff0c\u662f2022\u5e74\u76842.4\u500d\uff0c\u5360\u5168\u56fd\u65b0\u589e\u53d1\u7535\u603b\u91cf\u768479%\uff0c\u6210\u4e3a\u65b0\u589e\u53d1\u7535\u7684\u4e3b\u8981\u6765\u6e90\u3002\u4ea7\u80fd\u7684\u6fc0\u589e\u523a\u6fc0\u4e86\u5168\u56fd\u8303\u56f4\u5185\u5bf9\u592a\u9633\u80fd\u3001\u98ce\u80fd\u548c\u6c34\u7535\u9879\u76ee\u7684\u5927\u91cf\u6295\u8d44\u3002\u8fd9\u4e9b\u52aa\u529b\u662f\u4e2d\u56fd\u57282030\u5e74\u4e4b\u524d\u8fbe\u5230\u78b3\u6392\u653e\u5cf0\u503c\u3001\u57282060\u5e74\u4e4b\u524d\u5b9e\u73b0\u78b3\u4e2d\u548c\u7684\u66f4\u5e7f\u6cdb\u6218\u7565\u7684\u4e00\u90e8\u5206\u3002\u91d1\u98ce\u79d1\u6280\u53ef\u80fd\u4f1a\u4ece\u53ef\u518d\u751f\u80fd\u6e90\u6295\u8d44\u548c\u652f\u51fa\u7684\u589e\u52a0\u4e2d\u53d7\u76ca\u3002\n  <\/li><li><strong>\u6269\u5927\u4e1a\u52a1\u3002<\/strong>\u91d1\u98ce\u79d1\u6280\u6700\u8fd1\u6536\u8d2d\u4e86\u5176\u5728\u5df4\u897f\u7684\u7b2c\u4e00\u5bb6\u6d77\u5916\u98ce\u529b\u6da1\u8f6e\u673a\u5236\u9020\u5de5\u5382\u3002\u4eca\u5e745\u6708\uff0c\u8be5\u516c\u53f8\u4e0e\u901a\u7528\u7535\u6c14(General Electric)\u8fbe\u6210\u534f\u8bae\uff0c\u6536\u8d2d\u5df4\u4f0a\u4e9a\u5dde\u7684Camacari\u88c5\u914d\u5382\u3002\u8be5\u5de5\u5382\u5c06\u4e8e2024\u5e74\u5e95\u5f00\u59cb\u5927\u89c4\u6a21\u751f\u4ea7\u98ce\u529b\u6da1\u8f6e\u673a\uff0c\u5728\u8be5\u5730\u533a\u521b\u90201000\u591a\u4e2a\u5c31\u4e1a\u5c97\u4f4d\u3002\u91d1\u98ce\u79d1\u6280\u5f3a\u8c03\uff0c\u8fd9\u9879\u6295\u8d44\u5c06\u52a0\u5f3a\u5f53\u5730\u7684\u4f9b\u5e94\u94fe\uff0c\u5e76\u5229\u7528\u8be5\u5730\u533a\u4e30\u5bcc\u7684\u98ce\u80fd\u8d44\u6e90\u3002\n  <\/li><li><strong>\u5728\u83f2\u5f8b\u5bbe\u7684\u9879\u76ee\u3002<\/strong>\u4eca\u5e745\u6708\uff0c\u91d1\u98ce\u79d1\u6280\u4e0e\u65b0\u52a0\u5761\u53ef\u518d\u751f\u80fd\u6e90\u5f00\u53d1\u5546The Blue Circle\u7b7e\u7f72\u4e86\u4e00\u9879\u534f\u8bae\uff0c\u4e3a\u83f2\u5f8b\u5bbe\u4e00\u4e2a100.8\u5146\u74e6\u7684\u98ce\u7535\u9879\u76ee\u63d0\u4f9b\u6da1\u8f6e\u673a\u3002\u6839\u636e\u534f\u8bae\uff0c\u91d1\u98ce\u79d1\u6280\u5c06\u4e3a\u84dd\u5708\u516c\u53f8\u4f4d\u4e8e\u62c9\u53e4\u7eb3\u7701\u7684Kalayaan 2\u9879\u76ee\u63d0\u4f9b17\u53f0\u88c5\u673a\u5bb9\u91cf\u4e3a165-6.0\u5146\u74e6\u7684\u98ce\u529b\u6da1\u8f6e\u673a\uff0c\u5e76\u5bf9\u5176\u8fdb\u884c\u8c03\u8bd5\u548c\u670d\u52a1\u3002\u8be5\u5408\u540c\u8fd8\u5305\u62ec\u6da1\u8f6e\u673a\u768410\u5e74\u670d\u52a1\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u3002<\/strong>\u516c\u53f824\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8425\u4e1a\u6536\u5165\u4e3a\u4eba\u6c11\u5e0169.8\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f25.42%\uff0c\u800c23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e0155.6\u4ebf\u5143\u3002\u516c\u53f824\u8d22\u5e74\u7b2c\u4e00\u5b63\u51c0\u5229\u6da6\u540c\u6bd4\u4e0b\u964d73.06%\u81f3\u4eba\u6c11\u5e013.32\u4ebf\u5143\uff0c\u800c\u540c\u671f\u4e3a\u4eba\u6c11\u5e0112.3\u4ebf\u5143\u300224\u5e74\u7b2c\u4e00\u5b63\u5ea6\u6bcf\u80a1\u57fa\u672c\u6536\u76ca\u753123\u5e74\u7b2c\u4e00\u5b63\u5ea6\u76840.286\u5143\u964d\u81f30.0726\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-707.png\" class=\"wp-image-49123\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-707.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-707-300x64.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=\"1211\" height=\"568\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-71.jpeg\" alt=\"\" class=\"wp-image-49124\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-71.jpeg 1211w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-71-300x141.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-71-1024x480.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-71-768x360.jpeg 768w\" sizes=\"(max-width: 1211px) 100vw, 1211px\" \/><\/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-708.png\" alt=\"\" class=\"wp-image-49125\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-708.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-708-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-49105-_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-709.png\" class=\"wp-image-49126\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-709.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-709-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-709-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u9ea6\u5f53\u52b3 (MCD US)\uff1a\u5feb\u901f\u548c\u5ec9\u4ef7\u7684\u81b3\u98df\u89e3\u51b3\u65b9\u6848<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a250\uff0c\u76ee\u6807\u4ef7\uff1a280\uff0c\u6b62\u635f\u4ef7\uff1a235<\/strong>\n  <\/li><li>\n    \u9ea6\u5f53\u52b3\u662f\u5168\u7403\u6700\u5927\u7684\u9910\u5385\u4e1a\u4e3b\u517c\u8425\u8fd0\u5546\uff0c\u904d\u5e03 119 \u4e2a\u56fd\u5bb6\u548c\u5730\u533a\u7684 40,000 \u591a\u5bb6\u95e8\u5e02\u3002\u9ea6\u5f53\u52b3\u5f00\u521b\u4e86\u7279\u8bb8\u7ecf\u8425\u6a21\u5f0f\uff0c\u900f\u8fc7\u4e0e\u4e16\u754c\u5404\u5730\u7684\u72ec\u7acb\u9910\u5385\u7279\u8bb8\u7ecf\u8425\u5546\u5408\u4f5c\uff0c\u5efa\u7acb\u4e86\u5e9e\u5927\u7684\u8fde\u9501\u5feb\u9910\u7f51\u7edc\u3002\n  <\/li><li><strong>\u7f8e\u56fd\u8870\u9000\u8ff9\u8c61\u660e\u663e\uff0c\u9632\u5fa1\u6027\u677f\u5757\u53d7\u60e0\u3002<\/strong>\u7efc\u5408\u8fc7\u53bb\u4e24\u4e2a\u6708\u7684\u7f8e\u56fd\u5b8f\u89c2\u6570\u636e\uff0c\u901a\u80c0\u7ee7\u7eed\u4e0b\u964d\uff0c\u4f46\u540c\u65f6\u52b3\u52a8\u529b\u5e02\u573a\u964d\u6e29\uff0c\u6d88\u8d39\u8005\u652f\u51fa\u4ee5\u53ca\u4fe1\u5fc3\u4e0b\u964d\uff0c\u5236\u9020\u4e1a\u5f00\u59cb\u840e\u7f29\uff1b\u56e0\u6b64\u7f8e\u56fd\u7ecf\u6d4e\u8f6f\u7740\u8def\u62c5\u5fe7\u4e0a\u5347\uff0c\u4e3b\u8981\u589e\u957f\u578b\u677f\u5757\u51fa\u73b0\u5927\u5e45\u56de\u8c03\uff0c\u8d44\u91d1\u8f6e\u52a8\u81f3\u9632\u5fa1\u6027\u8f83\u5f3a\u677f\u5757\u3002\n  <\/li><li><strong>\u6709\u5229\u5b8f\u89c2\u524d\u666f\u3002<\/strong>\u9ad8\u901a\u80c0\u4ee4\u9ea6\u5f53\u52b3\u8fd0\u8425\u6210\u672c\u589e\u52a0\uff0c\u540c\u65f6\u5feb\u9910\u8fde\u9501\u540c\u4e1a\u4e3a\u589e\u52a0\u5e02\u573a\u4efd\u989d\u800c\u5f00\u59cb\u4ef7\u683c\u6218\uff0c\u9ea6\u5f53\u52b3\u65e9\u524d\u5df2\u7ecf\u63a8\u51fa5\u7f8e\u5143\u5957\u9910\u3002\u968f\u7740\u901a\u80c0\u6210\u672c\u4e0b\u964d\uff0c\u8425\u8fd0\u5229\u6da6\u6709\u671b\u6539\u5584\u3002\u53e6\u5916\uff0c\u9ad8\u606f\u73af\u5883\u5bfc\u81f4\u9ea6\u5f53\u52b3\u7684\u7269\u4e1a\u4f30\u503c\u4e0b\u8dcc\uff0c\u968f\u7740\u964d\u606f\u5468\u671f\u542f\u52a8\uff0c\u8be5\u516c\u53f8\u7684\u7269\u4e1a\u4f30\u503c\u4e0a\u8c03\u6709\u671b\u62c9\u52a8\u80a1\u4ef7\u53cd\u5f39\u3002\u76ee\u524d\u9ea6\u5f53\u52b3\u80a1\u606f\u7387\u4e3a2.52%\uff0c\u5728\u964d\u606f\u5468\u671f\u4e0b\uff0c\u5176\u5438\u5f15\u529b\u4e0a\u5347\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u900a\u9884\u671f\u3002<\/strong>\u8425\u6536\u5e74\u589e4.6%\u81f361.7\u4ebf\u7f8e\u5143\uff0c\u7b26\u5408\u9884\u671f\u3002 Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a2.7\u7f8e\u5143\uff0c\u900a\u9884\u671f0.03\u7f8e\u5143\u3002 24\u8d22\u5e74\u6307\u5f15\u4e3a\u5168\u5e74\u5168\u7403\u53ef\u6bd4\u9500\u552e\u989d\u589e\u957f\u4e3a4%\u81f36%\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\/word-image-710.png\" alt=\"\" class=\"wp-image-49127\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-710.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-710-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1211\" height=\"568\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-72.jpeg\" alt=\"\" class=\"wp-image-49128\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-72.jpeg 1211w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-72-300x141.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-72-1024x480.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-72-768x360.jpeg 768w\" sizes=\"(max-width: 1211px) 100vw, 1211px\" \/><\/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-27.png\" class=\"wp-image-49129\" 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-27.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-long-line-of-a-flag-description-automatically-g-27-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-long-line-of-a-flag-description-automatically-g-27-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><strong> <\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u83f2\u5229\u666e\u83ab\u91cc\u65af\u56fd\u9645\u516c\u53f8 (PM US)\uff1aZyn\u7684\u7206\u6b3e\u4e16\u4ee3<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a110\uff0c\u76ee\u6807\u4ef7\uff1a122\uff0c\u6b62\u635f\u4ef7\uff1a104<\/strong>\n  <\/li><li>\n    \u83f2\u5229\u666e\u83ab\u91cc\u65af\u56fd\u9645\u516c\u53f8\u4f5c\u4e3a\u4e00\u5bb6\u70df\u8349\u516c\u53f8\u8fd0\u8425\uff0c\u81f4\u529b\u4e8e\u63d0\u4f9b\u65e0\u70df\u672a\u6765\u548c\u4e0d\u65ad\u53d1\u5c55\u7684\u957f\u671f\u4ea7\u54c1\u7ec4\u5408\uff0c\u5305\u62ec\u70df\u8349\u548c\u5c3c\u53e4\u4e01\u884c\u4e1a\u4ee5\u5916\u7684\u4ea7\u54c1\u3002\u8be5\u516c\u53f8\u7684\u4ea7\u54c1\u7ec4\u5408\u4e3b\u8981\u5305\u62ec\u5377\u70df\u548c\u65e0\u70df\u4ea7\u54c1\uff0c\u5305\u62ec\u4e3b\u8981\u4ee5 IQOS \u548c ZYN \u54c1\u724c\u4e3a\u4e3b\u7684\u52a0\u70ed\u4e0d\u71c3\u70e7\u3001\u84b8\u6c14\u548c\u53e3\u670d\u5c3c\u53e4\u4e01\u4ea7\u54c1\uff1b\u4ee5\u53ca\u6d88\u8d39\u914d\u4ef6\uff0c\u4f8b\u5982\u6253\u706b\u673a\u548c\u706b\u67f4\u3002\u5b83\u8fd8\u63d0\u4f9b\u5065\u5eb7\u548c\u4fdd\u5065\u4ea7\u54c1\u3002\n  <\/li><li><strong>\u7f8e\u56fd\u8870\u9000\u8ff9\u8c61\u660e\u663e\uff0c\u9632\u5fa1\u6027\u677f\u5757\u53d7\u60e0\u3002<\/strong>\u7efc\u5408\u8fc7\u53bb\u4e24\u4e2a\u6708\u7684\u7f8e\u56fd\u5b8f\u89c2\u6570\u636e\uff0c\u901a\u80c0\u7ee7\u7eed\u4e0b\u964d\uff0c\u4f46\u540c\u65f6\u52b3\u52a8\u529b\u5e02\u573a\u964d\u6e29\uff0c\u6d88\u8d39\u8005\u652f\u51fa\u4ee5\u53ca\u4fe1\u5fc3\u4e0b\u964d\uff0c\u5236\u9020\u4e1a\u5f00\u59cb\u840e\u7f29\uff1b\u56e0\u6b64\u7f8e\u56fd\u7ecf\u6d4e\u8f6f\u7740\u8def\u62c5\u5fe7\u4e0a\u5347\uff0c\u4e3b\u8981\u589e\u957f\u578b\u677f\u5757\u51fa\u73b0\u5927\u5e45\u56de\u8c03\uff0c\u8d44\u91d1\u8f6e\u52a8\u81f3\u9632\u5fa1\u6027\u8f83\u5f3a\u677f\u5757\u3002\u677f\u5757\u8f6e\u52a8\u3002\n  <\/li><li><strong>\u4e1a\u52a1\u8f6c\u578b\u3002<\/strong>\u5168\u7403\u7981\u70df\u6f6e\u6d41\u5e76\u6ca1\u6709\u5c06\u627c\u6740\u8be5\u516c\u53f8\u751f\u5b58\u7a7a\u95f4\uff0c\u53cd\u800c\u50ac\u751f\u65b0\u7684\u4e1a\u52a1\u4ece\u800c\u8d77\u6b7b\u56de\u751f\u3002\u8be5\u516c\u53f8\u4eca\u5e74\u5927\u529b\u63a8\u5e7f\u65e0\u70df\u4ea7\u54c1\u53ca\u52a0\u70ed\u70df\u8349\u5236\u54c1\uff0c\u5728\u5168\u7403\u5927\u53d7\u6b22\u8fce\u3002\u8fc7\u53bb\u4e00\u5b63\u5ea6\uff0c\u516c\u53f8\u7684\u7f50\u88c5\u53e3\u8154\u4ea7\u54c1\u603b\u51fa\u8d27\u91cf\u589e\u52a0\u4e8623.5%\uff0c\u4e3b\u8981\u53cd\u6620\u4e86\u5c3c\u53e4\u4e01\u888b\u88c5\u4ea7\u54c1\u7684\u6210\u957f\u3002\u8c03\u6574\u540e\u7684\u52a0\u70ed\u70df\u8349\u4ea7\u54c1\u5e02\u573a\u9500\u552e\u6210\u957f10.2%\uff0c\u5176\u4e2d\u65e5\u672c\u6210\u957f12.5%\uff0c\u6b27\u6d32\u6210\u957f6.8%\u3002\n  <\/li><li><strong>\u5927\u529b\u6295\u8d44\u4ee5\u89e3\u51b3Zyn\u77ed\u7f3a\u95ee\u9898<\/strong>\u3002\u83f2\u5229\u666e\u83ab\u91cc\u65af\u516c\u53f8\u627f\u8bfa\u6295\u8d446\u4ebf\u7f8e\u5143\u5728\u79d1\u7f57\u62c9\u591a\u5dde\u65b0\u5efa\u4e00\u5bb6\u751f\u4ea7\u5de5\u5382\uff0c\u8fd9\u7a81\u663e\u4e86\u5bf9\u5176\u5c3c\u53e4\u4e01\u888b\u7684\u9700\u6c42\u6fc0\u589e\u3002Zyn\u4e8e2022\u5e74\u4ee5160\u4ebf\u7f8e\u5143\u7684\u4ef7\u683c\u4ece\u745e\u5178\u706b\u67f4\u516c\u53f8(Swedish Match)\u6536\u8d2d\uff0c\u5982\u4eca\u5df2\u6210\u4e3a\u4e3b\u8981\u7684\u589e\u957f\u52a8\u529b\uff0c\u751a\u81f3\u53d7\u5230\u534e\u5c14\u8857\u4e13\u4e1a\u4eba\u58eb\u7684\u6b22\u8fce\u3002\u5c3d\u7ba1\u9762\u4e34\u4f9b\u5e94\u94fe\u6311\u6218\uff0c\u5305\u62ec\u5728\u7ebf\u9500\u552e\u6682\u65f6\u505c\u6b62\uff0cZyn\u7b2c\u4e8c\u5b63\u5ea6\u7684\u9500\u552e\u989d\u4ecd\u540c\u6bd4\u98d9\u534750.3%\u3002\u4e3a\u4e86\u6ee1\u8db3\u8fd9\u4e00\u524d\u6240\u672a\u6709\u7684\u9700\u6c42\uff0c\u83f2\u5229\u666e\u83ab\u91cc\u65af\u6b63\u5728\u6269\u5927\u4ea7\u80fd\uff0c\u5e76\u5c06\u5176\u5e74\u9500\u552e\u76ee\u6807\u4ece\u4e4b\u524d\u76845.6\u4ebf\u7f50\u63d0\u9ad8\u52305.8\u4ebf\u7f50\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u7b2c\u4e8c\u5b63\u4e1a\u7ee9\u8d85\u9884\u671f\u3002<\/strong>\u8425\u6536\u5e74\u589e5.6%\uff0c\u8fbe\u523094.7\u4ebf\u7f8e\u5143\uff0c\u8d85\u8fc7\u9884\u671f2.8\u4ebf\u7f8e\u5143\u3002 Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a1.59\u7f8e\u5143\uff0c\u8d85\u9884\u671f0.03\u7f8e\u5143\u3002\u9884\u8ba1\u5168\u5e74\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u4e3a6.33\u7f8e\u5143\u81f36.45\u7f8e\u5143\uff0c\u800c\u5e02\u573a\u666e\u904d\u9884\u671f\u4e3a6.33\u7f8e\u5143\uff0c\u6b64\u524d\u9884\u6d4b\u4e3a 6.26\u7f8e\u5143\u81f36.38\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-39.png\" alt=\"A blue and white rectangular object with numbers\n\nDescription automatically generated\" class=\"wp-image-49130\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-blue-and-white-rectangular-object-with-numbers-39.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-blue-and-white-rectangular-object-with-numbers-39-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1082\" height=\"556\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-showing-a-price-description-automatically-1.jpeg\" alt=\"A graph showing a price\n\nDescription automatically generated with medium confidence\" class=\"wp-image-49131\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-showing-a-price-description-automatically-1.jpeg 1082w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-showing-a-price-description-automatically-1-300x154.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-showing-a-price-description-automatically-1-1024x526.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/a-graph-showing-a-price-description-automatically-1-768x395.jpeg 768w\" sizes=\"(max-width: 1082px) 100vw, 1082px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">(Source: Bloomberg)<\/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-49105-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-711.png\" class=\"wp-image-49132\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-711.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-711-300x64.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-712.png\" alt=\"\" class=\"wp-image-49133\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-712.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-712-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Cut loss on Airbnb Inc. (ABNB US) at US$141.0 and Zscaler (ZS US) at US$180.0.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"494\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-713.png\" alt=\"\" class=\"wp-image-49134\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-713.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-713-300x157.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-713-768x402.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 \u626c\u5b50\u6c5f\u8239\u4e1a (YZJSGD SP)\uff1a\u9020\u8239\u5de5\u4e1a\u8fdb\u4e00\u6b65\u589e\u957f \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a2.46\uff0c\u76ee\u6807\u4ef7\uff1a2.70\uff0c\u6b62\u635f\u4ef7\uff1a2.35 \u626c\u5b50\u6c5f\u9020\u8239\u63a7\u80a1\u6709\u9650\u516c\u53f8\u5efa\u9020\u5404\u79cd\u7c7b\u578b\u7684\u8239\u8236\u3002\u8be5\u516c\u53f8\u751f\u4ea7\u5404\u79cd\u5404\u6837\u7684\u5546\u8239\u3001\u5c0f\u578b\u6563\u8d27\u8239\u3001\u591a\u7528\u9014\u8d27\u8239\u3001\u96c6\u88c5\u7bb1\u8239\u3001\u5316\u5b66\u54c1\u8239\u3001\u8fd1\u6d77\u4f9b\u5e94\u8239\u3001\u6551\u63f4\u548c\u6253\u635e\u8239\u4ee5\u53ca\u8d77\u91cd\u8239 \u521b\u8bb0\u5f55\u8ba2\u5355\u3002\u53d7\u5168\u7403\u5428\u4f4d\u9700\u6c42\u98d9\u5347\u7684\u63a8\u52a8\uff0c\u4e2d\u56fd\u6700\u5927\u7684\u79c1\u8425\u9020\u8239\u4f01\u4e1a\u626c\u5b50\u6c5f\u8239\u4e1a\u7684\u8ba2\u5355\u79ef\u538b\u8d85\u8fc7160\u4ebf\u7f8e\u5143\uff0c\u521b\u4e0b\u65b0\u7eaa\u5f55\u3002\u4e3a\u4e86\u7ba1\u7406\u4e0d\u65ad\u589e\u52a0\u7684\u4ea7\u91cf\uff0c\u8be5\u516c\u53f8\u5df2\u7ecf\u6536\u8d2d\u4e86\u5176\u9020\u8239\u5382\u9644\u8fd1200\u591a\u82f1\u4ea9\u7684\u571f\u5730\uff0c\u5e76\u8ba1\u5212\u6295\u8d444\u4ebf\u591a\u7f8e\u5143\u6269\u5efa\u5de5\u5382\uff0c\u5305\u62ec\u4e00\u4e2a30\u4e07\u5428\u7684\u5e72\u8239\u575e\u3002\u6b64\u6b21\u6269\u5efa\u5c06\u4f7f\u5e74\u4ea7\u80fd\u589e\u52a080\u4e07\u8f7d\u91cd\u5428\uff0c\u589e\u5f3a\u4e2d\u56fd\u5728\u9ad8\u9644\u52a0\u503c\u9020\u8239\u9886\u57df\u7684\u81ea\u529b\u66f4\u751f\u80fd\u529b\u3002\u626c\u5b50\u6c5f\u8fd8\u5728\u5efa\u8bbe\u4e00\u4e2a\u62e5\u67095G\u5de5\u4e1a\u6570\u636e\u7f51\u7edc\u7684\u5148\u8fdb\u6570\u5b57\u5316\u751f\u4ea7\u5de5\u5382\uff0c\u8fd9\u53cd\u6620\u4e86\u5411\u6280\u672f\u66f4\u5148\u8fdb\u7684\u5de5\u827a\u7684\u8f6c\u53d8\u3002\u8fd9\u79cd\u589e\u957f\u662f\u4e2d\u56fd\u9020\u8239\u5382\u6574\u4f53\u8d8b\u52bf\u7684\u4e00\u90e8\u5206\u3002\u6839\u636e\u8239\u8236\u7ecf\u7eaa\u516c\u53f8BRS\u7684\u6570\u636e\uff0c\u52302027\u5e74\uff0c\u4e2d\u56fd\u7684\u8ba2\u5355\u51e0\u4e4e\u6ee1\u4e86\uff0c\u8ba2\u5355\u5c06\u5ef6\u7eed\u52302029\u5e74\uff0c\u8fd9\u8868\u660e\u8be5\u884c\u4e1a\u7684\u672a\u6765\u5f88\u5f3a\u52b2\u3002 \u5f3a\u52b2\u8ba2\u5355\u3002\u65b0\u79d1\u5de5\u7a0b\u7684\u8ba2\u5355\u4f9d\u7136\u5f3a\u52b2\uff0c\u6839\u636e\u51762024\u5e74\u7b2c\u4e00\u5b63\u5ea6\u7684\u4e1a\u52a1\u66f4\u65b0\uff0c\u5176\u8ba2\u5355\u4ef7\u503c\u4e3a277\u4ebf\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u9884\u8ba1\u5728\u4eca\u5e74\u5269\u4f59\u65f6\u95f4\u5185\u4ea4\u4ed8\u4ef7\u503c65\u4ebf\u7f8e\u5143\u7684\u8ba2\u5355\u3002\u57282024\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u65b0\u79d1\u5de5\u7a0b\u516c\u53f8\u83b7\u5f97\u4e86\u603b\u8ba130\u4ebf\u7f8e\u5143\u7684\u989d\u5916\u5408\u540c\u3002\u5176\u4e2d\u5305\u62ec\u5546\u4e1a\u822a\u7a7a\u822a\u5929\u9886\u57df\u76848.39\u4ebf\u7f8e\u5143\uff0c\u56fd\u9632\u548c\u516c\u5171\u5b89\u5168\u5e02\u573a\u768416.45\u4ebf\u7f8e\u5143\uff0c\u57ce\u5e02\u89e3\u51b3\u65b9\u6848\u548c\u536b\u661f\u901a\u4fe1\u884c\u4e1a\u76845.42\u4ebf\u7f8e\u5143\u3002\u8fd9\u4e9b\u65b0\u5408\u540c\u7684\u6210\u529f\uff0c\u4ee5\u53ca\u6301\u7eed\u5f3a\u52b2\u7684\u8ba2\u5355\uff0c\u7a81\u663e\u4e86\u5bf9\u65b0\u79d1\u5de5\u7a0b\u670d\u52a1\u7684\u6301\u7eed\u9ad8\u9700\u6c42\u3002 \u6269\u5c55\u4e1a\u52a1\u81f3\u8d85\u5927\u578b\u6c28\u8fd0\u8f93\u8239\u3002\u626c\u5b50\u6c5f\u8239\u4e1a\u5df2\u4e0eNissen Kaiun\u8fbe\u62104.4\u4ebf\u7f8e\u5143\u7684\u534f\u8bae\uff0c\u8d2d\u4e704\u825888,000\u7acb\u65b9\u7c73\u7684\u8d85\u5927\u578b\u6c28\u8fd0\u8f93\u8239(vlac)\uff0c\u6807\u5fd7\u7740\u626c\u5b50\u6c5f\u8fdb\u5165\u8fd9\u4e00\u9886\u57df\u3002\u8fd9\u4e9b\u8239\u4e0e\u80fd\u6e90\u8d38\u6613\u5546BGN\u7b7e\u8ba2\u4e867\u5e74\u5b9a\u671f\u79df\u7ea6\uff0c\u5c06\u4e8e2028\u5e745\u6708\u81f32029\u5e742\u6708\u4e4b\u95f4\u4ea4\u4ed8\u3002Nissen Kaiun\u62e5\u6709\u7ea6200\u8258\u8239\u8236\uff0c\u5176\u4e2d\u5305\u62ec10\u8258\u8d85\u5927\u578b\u6db2\u5316\u77f3\u6cb9\u6c14\u8fd0\u8f93\u8239\u548c\u8fd140\u8258\u65b0\u8239\uff0c\u8fd9\u662f\u5bf9\u4f4e\u78b3\u6c28\u6c14\u8d38\u6613\u9884\u671f\u6fc0\u589e\u63a8\u52a8\u7684\u6db2\u5316\u77f3\u6cb9\u6c14\/\u6c28\u6c14\u8fd0\u8f93\u8239\u7684\u9ad8\u9700\u6c42\u7684\u56de\u5e94\uff0c\u7279\u522b\u662f\u6765\u81ea\u65e5\u672c\u548c\u97e9\u56fd\u7684\u8131\u78b3\u5021\u8bae\u3002 \u65b0\u7684\u751f\u4ea7\u8bbe\u65bd\u3002\u626c\u5b50\u6c5f\u9020\u8239\u4e0e\u6c5f\u82cf\u7701\u9756\u6c5f\u5e02\u7b7e\u7f72\u4e86\u4e00\u9879\u6846\u67b6\u534f\u8bae\uff0c\u5c06\u5728\u65b0\u6865\u56ed\u533a\u6536\u8d2d866,671\u5e73\u65b9\u7c73\u7684\u571f\u5730\uff0c\u5efa\u8bbe\u4e00\u4e2a\u65b0\u7684\u6e05\u6d01\u80fd\u6e90\u8239\u8236\u5236\u9020\u57fa\u5730\u3002\u8fd9\u7247\u571f\u5730\u5305\u62ec1320\u7c73\u7684\u957f\u6c5f\u5cb8\u7ebf\uff0c\u53ef\u4ee5\u6709\u6548\u5730\u6269\u5c55\u3002\u65b0\u5de5\u5382\u4f4d\u4e8e\u73b0\u6709\u5de5\u5382\u7684\u6218\u7565\u4f4d\u7f6e\uff0c\u5c06\u63d0\u9ad8\u751f\u4ea7\u529b\u548c\u8fd0\u8425\u6548\u7387\u3002\u8be5\u516c\u53f8\u8ba1\u5212\u5728\u672a\u6765\u4e24\u5e74\u5185\u6295\u8d4430\u4ebf\u5143\u4eba\u6c11\u5e01(5.543\u4ebf\u65b0\u5143)\uff0c\u7b49\u5f85\u53ef\u884c\u6027\u7814\u7a76\u548c\u653f\u5e9c\u6279\u51c6\u7684\u7ed3\u679c\u3002\u8be5\u9879\u76ee\u5c06\u5206\u9636\u6bb5\u6267\u884c\uff0c\u4ee5\u786e\u4fdd\u5408\u89c4\u3002\u8be5\u9879\u76ee\u7684\u6279\u51c6\u5c06\u4f7f\u8be5\u516c\u53f8\u80fd\u591f\u5236\u9020\u6e05\u6d01\u80fd\u6e90\u8239\u8236\uff0c\u6269\u5927\u5176\u5236\u9020\u80fd\u529b\u3002 23\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u300223\u8d22\u5e74\u6536\u5165\u540c\u6bd4\u589e\u957f16.5%\u81f3241\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c22\u8d22\u5e74\u4e3a207\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f57.0%\u81f341.1\u4ebf\u5143\uff0c\u800c22\u8d22\u5e74\u4e3a26.1\u4ebf\u5143\u3002\u51c0\u5229\u7387\u572823\u8d22\u5e74\u589e\u957f4.4\u4e2a\u767e\u5206\u70b9\u81f317.0%\uff0c\u800c22\u8d22\u5e74\u4e3a12.6%\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u65b0\u79d1\u5de5\u7a0b (STE SP)\uff1a\u6df1\u5316\u5408\u4f5c\u4e0e\u4f19\u4f34\u5173\u7cfb \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a4.38\uff0c\u76ee\u6807\u4ef7\uff1a4.70\uff0c\u6b62\u635f\u4ef7\uff1a4.22 \u65b0\u79d1\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u5168\u7403\u6027\u7684\u6280\u672f\uff0c\u56fd\u9632\u548c\u5de5\u7a0b\u96c6\u56e2\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u5176\u5728\u822a\u7a7a\u822a\u5929\u3001\u667a\u6167\u57ce\u5e02\u3001\u56fd\u9632\u548c\u516c\u5171\u5b89\u5168\u9886\u57df\u7684\u591a\u5143\u5316\u4e1a\u52a1\u7ec4\u5408\uff0c\u5229\u7528\u6280\u672f\u548c\u521b\u65b0\u6765\u89e3\u51b3\u95ee\u9898\u5e76\u6539\u5584\u751f\u6d3b\u3002\u65b0\u79d1\u5de5\u7a0b\u670d\u52a1\u4e8e\u5168\u7403\u5ba2\u6237\u3002 \u5408\u4f5c\u4fc3\u8fdb\u7f51\u7edc\u5b89\u5168\u3002SPTel\u63a8\u51fa\u4e86\u91cf\u5b50\u5b89\u5168\u670d\u52a1\uff0c\u901a\u8fc7\u96c6\u6210ST\u5de5\u7a0b\u3001\u8bfa\u57fa\u4e9a\u548cFortinet\u7684\u5148\u8fdb\u91cf\u5b50\u52a0\u5bc6\u4ea7\u54c1\uff0c\u589e\u5f3a\u4e86\u5176\u56fd\u5bb6\u91cf\u5b50\u5b89\u5168\u7f51\u7edc+ (NQSN+)\u3002\u8be5\u8ba1\u5212\u65e8\u5728\u9488\u5bf9\u91cf\u5b50\u5a01\u80c1\u63d0\u4f9b\u5168\u9762\u7684\u7f51\u7edc\u4fdd\u62a4\u3002\u53d7\u65b0\u52a0\u5761\u4fe1\u606f\u901a\u4fe1\u5a92\u4f53\u53d1\u5c55\u5c40(Infocomm Media Development Authority)\u4efb\u547d\uff0cSPTel\u548cSpeQtral\u6b63\u5728\u5f00\u53d1\u4e1c\u5357\u4e9a\u9996\u4e2a\u91cf\u5b50\u5b89\u5168\u57fa\u7840\u8bbe\u65bd\uff0c\u4ee5\u652f\u6301\u65b0\u52a0\u5761\u7684\u6570\u5b57\u8fde\u63a5\u84dd\u56fe\u3002\u8be5\u670d\u52a1\u65e8\u5728\u4e0e\u73b0\u6709\u7684IT\u57fa\u7840\u8bbe\u65bd\u517c\u5bb9\uff0c\u4f7f\u7528\u8bfa\u57fa\u4e9a\u7684DWDM\u3001ST Engineering\u7684\u52a0\u5bc6\u5668\u548cFortinet\u7684\u4e0b\u4e00\u4ee3\u9632\u706b\u5899\uff0c\u786e\u4fdd\u7269\u7406\u3001\u6570\u636e\u94fe\u8def\u548c\u7f51\u7edc\u5c42\u7684\u6570\u636e\u5b89\u5168\u3002\u8fd9\u4e00\u4e3e\u63aa\u65e8\u5728\u5e94\u5bf9\u65b0\u5174\u7684\u201c\u5148\u6536\u83b7\uff0c\u540e\u89e3\u5bc6\u201d\u5a01\u80c1\uff0c\u65e8\u5728\u52a0\u5f3a\u533b\u7597\u548c\u91d1\u878d\u7b49\u5173\u952e\u884c\u4e1a\u7684\u7f51\u7edc\u9632\u5fa1\u3002\u968f\u7740\u7f51\u7edc\u5a01\u80c1\u5728\u5168\u7403\u8303\u56f4\u5185\u6301\u7eed\u4e0a\u5347\uff0c\u5bf9\u6b64\u7c7b\u670d\u52a1\u7684\u9700\u6c42\u5c06\u4f1a\u589e\u52a0\uff0c\u8fd9\u5c06\u6709\u5229\u4e8e\u91c7\u7528\u610f\u6cd5\u534a\u5bfc\u4f53\u5de5\u7a0b\u516c\u53f8\u7684\u52a0\u5bc6\u5668\u3002 \u5f3a\u52b2\u8ba2\u5355\u3002\u65b0\u79d1\u5de5\u7a0b\u7684\u8ba2\u5355\u4f9d\u7136\u5f3a\u52b2\uff0c\u6839\u636e\u51762024\u5e74\u7b2c\u4e00\u5b63\u5ea6\u7684\u4e1a\u52a1\u66f4\u65b0\uff0c\u5176\u8ba2\u5355\u4ef7\u503c\u4e3a277\u4ebf\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u9884\u8ba1\u5728\u4eca\u5e74\u5269\u4f59\u65f6\u95f4\u5185\u4ea4\u4ed8\u4ef7\u503c65\u4ebf\u7f8e\u5143\u7684\u8ba2\u5355\u3002\u57282024\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u65b0\u79d1\u5de5\u7a0b\u516c\u53f8\u83b7\u5f97\u4e86\u603b\u8ba130\u4ebf\u7f8e\u5143\u7684\u989d\u5916\u5408\u540c\u3002\u5176\u4e2d\u5305\u62ec\u5546\u4e1a\u822a\u7a7a\u822a\u5929\u9886\u57df\u76848.39\u4ebf\u7f8e\u5143\uff0c\u56fd\u9632\u548c\u516c\u5171\u5b89\u5168\u5e02\u573a\u768416.45\u4ebf\u7f8e\u5143\uff0c\u57ce\u5e02\u89e3\u51b3\u65b9\u6848\u548c\u536b\u661f\u901a\u4fe1\u884c\u4e1a\u76845.42\u4ebf\u7f8e\u5143\u3002\u8fd9\u4e9b\u65b0\u5408\u540c\u7684\u6210\u529f\uff0c\u4ee5\u53ca\u6301\u7eed\u5f3a\u52b2\u7684\u8ba2\u5355\uff0c\u7a81\u663e\u4e86\u5bf9\u65b0\u79d1\u5de5\u7a0b\u670d\u52a1\u7684\u6301\u7eed\u9ad8\u9700\u6c42\u3002 \u6df1\u5316\u5bf9Safra\u98de\u673a\u53d1\u52a8\u673aLEAP\u53d1\u52a8\u673a\u7684\u652f\u6301\u3002\u65b0\u79d1\u5de5\u7a0b\u516c\u53f8\u6700\u8fd1\u5ba3\u5e03\uff0c\u5176\u5546\u4e1a\u822a\u7a7a\u4e1a\u52a1\u90e8\u95e8\u4e0e\u8d5b\u5cf0\u98de\u673a\u53d1\u52a8\u673a\u516c\u53f8\u7b7e\u8ba2\u4e86\u4e00\u4efd\u4e3a\u671f\u4e24\u5e74\u7684\u534f\u8bae\uff0c\u4e3aCFM LEAP-1A\u548cLEAP-1B\u53d1\u52a8\u673a\u63d0\u4f9b\u6a21\u5757\u7ef4\u4fee\u5378\u8f7d\u652f\u6301\uff0c\u5e76\u53ef\u9009\u62e9\u5ef6\u671f\u3002\u6839\u636e\u534f\u8bae\uff0c\u8d5b\u5cf0\u98de\u673a\u53d1\u52a8\u673a\u516c\u53f8\u5c06\u628aLEAP-1A\u548cLEAP-1B\u53d1\u52a8\u673a\u7684\u9ad8\u538b\u6da1\u8f6e(HPT)\u8f6c\u5b50\u7ec4\u4ef6\u548c\u7b2c\u4e8c\u7ea7HPT\u55b7\u5634\u7ec4\u4ef6\u7684\u6a21\u5757\u7ef4\u4fee\u5de5\u4f5c\u79fb\u4ea4\u7ed9ST\u5de5\u7a0b\u516c\u53f8\u3002\u968f\u7740\u8fd0\u8425\u5546\u98de\u884c\u4e1a\u52a1\u7684\u589e\u52a0\uff0c\u6b64\u6b21\u5408\u4f5c\u6ee1\u8db3\u4e86\u5bf9LEAP\u53d1\u52a8\u673a\u65e5\u76ca\u589e\u957f\u7684MRO\u9700\u6c42\u3002\u65b0\u79d1\u5de5\u7a0b\u7684\u5378\u8f7d\u652f\u6301\u589e\u5f3a\u4e86\u8d5b\u5cf0\u98de\u673a\u53d1\u52a8\u673a\u7684MRO\u80fd\u529b\uff0c\u5e76\u4e3a\u5ba2\u6237\u4f18\u5316\u4e86\u53d1\u52a8\u673a\u8f66\u95f4\u7684\u5468\u8f6c\u65f6\u95f4\u3002\u8be5\u534f\u8bae\u52a0\u5f3a\u4e86\u4e0e\u8d5b\u5cf0\u98de\u673a\u53d1\u52a8\u673a\u516c\u53f8\u7684\u5408\u4f5c\u5173\u7cfb\u548c\u5bf9LEAP\u53d1\u52a8\u673a\u8fd0\u8425\u5546\u7684\u652f\u6301\uff0c\u5e76\u4f7f\u516c\u53f8\u80fd\u591f\u5f88\u597d\u5730\u6ee1\u8db3LEAP\u53d1\u52a8\u673a\u5feb\u901f\u56de\u8f6c\u548c\u6027\u80fd\u4fee\u590d\u8f66\u95f4\u8bbf\u95ee\u65e5\u76ca\u589e\u957f\u7684\u9700\u6c42\u3002 24\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u56de\u987e\u3002\u5f97\u76ca\u4e8e\u5546\u4e1a\u822a\u7a7a\u822a\u5929\u3001\u56fd\u9632\u548c\u516c\u5171\u5b89\u5168\u90e8\u95e8\u4e24\u4f4d\u6570\u7684\u540c\u6bd4\u589e\u957f\uff0c\u5176\u7b2c\u4e00\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957f18%\uff0c\u81f327.03\u4ebf\u65b0\u5143\uff0c\u800c23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a22.89\u4ebf\u65b0\u5143\u3002\u4eca\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u5176\u5546\u4e1a\u822a\u7a7a\u6536\u5165\u3001\u56fd\u9632\u548c\u516c\u5171\u5b89\u5168\u6536\u5165\u5206\u522b\u540c\u6bd4\u589e\u957f32%\u81f312\u4ebf\u65b0\u5143\u300114%\u81f311\u4ebf\u65b0\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u4e1c\u65b9\u7535\u6c14 (1072 HK)\uff1a\u589e\u52a0\u53ef\u518d\u751f\u80fd\u6e90\u7684\u4f7f\u7528 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a10.20\uff0c\u76ee\u6807\u4ef7\uff1a11.20\uff0c\u6b62\u635f\u4ef7\uff1a9.70 \u4e1c\u65b9\u7535\u6c14\u80a1\u4efd\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u53d1\u7535\u8bbe\u5907\u5236\u9020\u4e0e\u9500\u552e\u4e1a\u52a1\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u8fd0\u8425\u4e94\u5927\u62a5\u544a\u5206\u90e8\uff1a\u6e05\u6d01\u9ad8\u6548\u80fd\u6e90\u88c5\u5907\u5206\u90e8\u3001\u53ef\u518d\u751f\u80fd\u6e90\u88c5\u5907\u5206\u90e8\u3001\u5de5\u7a0b\u4e0e\u8d38\u6613\u5206\u90e8\u3001\u73b0\u4ee3\u5236\u9020\u670d\u52a1\u4e1a\u5206\u90e8\u548c\u65b0\u5174\u6210\u957f\u4ea7\u4e1a\u5206\u90e8\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u4ea7\u54c1\u5305\u62ec\u6c34\u8f6e\u53d1\u7535\u673a\u7ec4\u3001\u6c7d\u8f6e\u53d1\u7535\u673a\u3001\u98ce\u529b\u53d1\u7535\u673a\u7ec4\u3001\u7535\u7ad9\u6c7d\u8f6e\u673a\u548c\u7535\u7ad9\u9505\u7089\u4ee5\u53ca\u71c3\u6c14\u8f6e\u673a\u7b49\u3002\u8be5\u516c\u53f8\u7684\u4e1a\u52a1\u4e3b\u8981\u5206\u90e8\u5728\u56fd\u5185\u5e02\u573a\u548c\u56fd\u5916\u5e02\u573a\u3002 \u589e\u52a0\u4e2d\u56fd\u53ef\u518d\u751f\u80fd\u6e90\u7684\u4f7f\u7528\u3002\u4e2d\u56fd\u53ef\u518d\u751f\u80fd\u6e90\u5229\u7528\u7387\u5df2\u8fbe\u5230\u6216\u8d85\u8fc7\u56fd\u9645\u5148\u8fdb\u6c34\u5e73\uff0c\u53ef\u6301\u7eed\u80fd\u6e90\u5efa\u8bbe\u53d6\u5f97\u957f\u8db3\u8fdb\u5c55\u3002\u53ef\u518d\u751f\u80fd\u6e90\u5229\u7528\u52bf\u5934\u5f3a\u52b2\uff0c\u5229\u7528\u7387\u8fbe97.6%\uff0c\u81ea2018\u5e74\u4ee5\u6765\u8fde\u7eed6\u5e74\u8d85\u8fc795%\u3002\u53bb\u5e74\uff0c\u53ef\u518d\u751f\u80fd\u6e90\u65b0\u589e\u88c5\u673a\u5bb9\u91cf\u8fbe\u52302.9\u4ebf\u5343\u74e6\uff0c\u662f2022\u5e74\u76842.4\u500d\uff0c\u5360\u5168\u56fd\u65b0\u589e\u53d1\u7535\u603b\u91cf\u768479%\uff0c\u6210\u4e3a\u65b0\u589e\u53d1\u7535\u7684\u4e3b\u8981\u6765\u6e90\u3002\u4ea7\u80fd\u7684\u6fc0\u589e\u523a\u6fc0\u4e86\u5168\u56fd\u8303\u56f4\u5185\u5bf9\u592a\u9633\u80fd\u3001\u98ce\u80fd\u548c\u6c34\u7535\u9879\u76ee\u7684\u5927\u91cf\u6295\u8d44\u3002\u8fd9\u4e9b\u52aa\u529b\u662f\u4e2d\u56fd\u57282030\u5e74\u4e4b\u524d\u8fbe\u5230\u78b3\u6392\u653e\u5cf0\u503c\u3001\u57282060\u5e74\u4e4b\u524d\u5b9e\u73b0\u78b3\u4e2d\u548c\u7684\u66f4\u5e7f\u6cdb\u6218\u7565\u7684\u4e00\u90e8\u5206\u3002 \u589e\u52a0\u4ea7\u80fd\u3002\u4e1c\u65b9\u7535\u6c14\u6700\u8fd1\u5728\u5e7f\u4e1c\u7701\u6c55\u5934\u5e02\u7684\u4e00\u4e2a\u6cbf\u6d77\u8bd5\u9a8c\u57fa\u5730\u5b89\u88c5\u4e86\u4e00\u53f018\u5146\u74e6\u7684\u6d77\u4e0a\u98ce\u529b\u6da1\u8f6e\u673a\u3002\u8f6c\u5b50\u76f4\u5f84260\u7c73\uff0c\u626b\u9762\u9762\u79ef5.3\u4e07\u5e73\u65b9\u7c73\uff0c\u8be5\u6da1\u8f6e\u673a\u6bcf\u5e74\u53ef\u4ea7\u751f72\u5409\u74e6\u65f6\u7684\u7535\u529b\uff0c\u8db3\u4ee5\u4e3a\u5927\u7ea63.6\u4e07\u6237\u5bb6\u5ead\u4f9b\u7535\u3002\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u8fd9\u53f018\u5146\u74e6\u7684\u6d77\u4e0a\u98ce\u529b\u6da1\u8f6e\u673a\u662f\u76ee\u524d\u4e16\u754c\u4e0a\u5b89\u88c5\u7684\u540c\u7c7b\u6da1\u8f6e\u673a\u4e2d\u6700\u5927\u7684\u3002 [&hellip;]<\/p>\n","protected":false},"author":15,"featured_media":49135,"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-49105","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-kgi-daily-trading-ideas-chinese"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.8 - aioseo.com -->\n\t<meta name=\"description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Cut loss on Airbnb Inc. (ABNB US) at US$141.0 and Zscaler (ZS US) at US$180.0.\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Kaiyang\"\/>\n\t<meta name=\"keywords\" content=\"kgi daily trading ideas (chinese)\" \/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-29-jul-2024-zh\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO (AIOSEO) 4.9.8\" \/>\n\t\t<meta property=\"og:locale\" content=\"en_US\" \/>\n\t\t<meta property=\"og:site_name\" content=\"KGI Singapore Research \u2022 Singapore&#039;s leading broker offering Futures, FX, Equities and Wealth Management.\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"2024\u5e7407\u670829\u65e5: \u626c\u5b50\u6c5f\u8239\u4e1a (YZJSGD SP), \u4e1c\u65b9\u7535\u6c14 (1072 HK), \u9ea6\u5f53\u52b3 (MCD US) \u2022 KGI Singapore Research\" \/>\n\t\t<meta property=\"og:description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Cut loss on Airbnb Inc. (ABNB US) at US$141.0 and Zscaler (ZS US) at US$180.0.\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-29-jul-2024-zh\/\" \/>\n\t\t<meta property=\"og:image\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<meta property=\"og:image:secure_url\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<meta property=\"article:published_time\" content=\"2024-07-29T01:55:00+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2024-07-29T01:55:04+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2024\u5e7407\u670829\u65e5: \u626c\u5b50\u6c5f\u8239\u4e1a (YZJSGD SP), \u4e1c\u65b9\u7535\u6c14 (1072 HK), \u9ea6\u5f53\u52b3 (MCD US) \u2022 KGI Singapore Research\" \/>\n\t\t<meta name=\"twitter:description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Cut loss on Airbnb Inc. (ABNB US) at US$141.0 and Zscaler (ZS US) at US$180.0.\" \/>\n\t\t<meta name=\"twitter:image\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<script type=\"application\/ld+json\" class=\"aioseo-schema\">\n\t\t\t{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"BlogPosting\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-29-jul-2024-zh\\\/#blogposting\",\"name\":\"2024\\u5e7407\\u670829\\u65e5: \\u626c\\u5b50\\u6c5f\\u8239\\u4e1a (YZJSGD SP), \\u4e1c\\u65b9\\u7535\\u6c14 (1072 HK), \\u9ea6\\u5f53\\u52b3 (MCD US) \\u2022 KGI Singapore Research\",\"headline\":\"2024\\u5e7407\\u670829\\u65e5: \\u626c\\u5b50\\u6c5f\\u8239\\u4e1a (YZJSGD SP), \\u4e1c\\u65b9\\u7535\\u6c14 (1072 HK), \\u9ea6\\u5f53\\u52b3 (MCD US)\",\"author\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/kaiyang-daikgi-com\\\/#author\"},\"publisher\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\"},\"image\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/wp-content\\\/uploads\\\/2024\\\/07\\\/shipping_thumbnail.jpg?wsr\",\"width\":612,\"height\":366,\"caption\":\"Aerial top view containers ship cargo business commercial trade logistic and transportation of international import export by container freight cargo ship with on worldmap\"},\"datePublished\":\"2024-07-29T09:55:00+08:00\",\"dateModified\":\"2024-07-29T09:55:04+08:00\",\"inLanguage\":\"en-US\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-29-jul-2024-zh\\\/#webpage\"},\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-29-jul-2024-zh\\\/#webpage\"},\"articleSection\":\"KGI Daily Trading Ideas (Chinese)\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-29-jul-2024-zh\\\/#breadcrumblist\",\"itemListElement\":[{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research#listItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\",\"nextItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/#listItem\",\"name\":\"KGI Daily Trading Ideas (Chinese)\"}},{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/#listItem\",\"position\":2,\"name\":\"KGI Daily Trading Ideas (Chinese)\",\"item\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/\",\"nextItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-29-jul-2024-zh\\\/#listItem\",\"name\":\"2024\\u5e7407\\u670829\\u65e5: \\u626c\\u5b50\\u6c5f\\u8239\\u4e1a (YZJSGD SP), \\u4e1c\\u65b9\\u7535\\u6c14 (1072 HK), \\u9ea6\\u5f53\\u52b3 (MCD US)\"},\"previousItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research#listItem\",\"name\":\"Home\"}},{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-29-jul-2024-zh\\\/#listItem\",\"position\":3,\"name\":\"2024\\u5e7407\\u670829\\u65e5: \\u626c\\u5b50\\u6c5f\\u8239\\u4e1a (YZJSGD SP), \\u4e1c\\u65b9\\u7535\\u6c14 (1072 HK), \\u9ea6\\u5f53\\u52b3 (MCD US)\",\"previousItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/#listItem\",\"name\":\"KGI Daily Trading Ideas (Chinese)\"}}]},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\",\"name\":\"KGI Research Singapore\",\"description\":\"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/\",\"telephone\":\"+6562021188\",\"logo\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/wp-content\\\/uploads\\\/2020\\\/11\\\/cropped-Square-logo-PNG.png?wsr\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-29-jul-2024-zh\\\/#organizationLogo\",\"width\":512,\"height\":512},\"image\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-29-jul-2024-zh\\\/#organizationLogo\"}},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/kaiyang-daikgi-com\\\/#author\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/kaiyang-daikgi-com\\\/\",\"name\":\"Kaiyang\",\"image\":{\"@type\":\"ImageObject\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-29-jul-2024-zh\\\/#authorImage\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/5cd2befe37b38c79e4e6aab4e92188e01ac99901fbf542e222b8bac6e0c63f46?s=96&d=mm&r=g\",\"width\":96,\"height\":96,\"caption\":\"Kaiyang\"}},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-29-jul-2024-zh\\\/#webpage\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-29-jul-2024-zh\\\/\",\"name\":\"2024\\u5e7407\\u670829\\u65e5: \\u626c\\u5b50\\u6c5f\\u8239\\u4e1a (YZJSGD SP), \\u4e1c\\u65b9\\u7535\\u6c14 (1072 HK), \\u9ea6\\u5f53\\u52b3 (MCD US) \\u2022 KGI Singapore Research\",\"description\":\"\\u65b0\\u52a0\\u5761\\u80a1\\u7968\\u63a8\\u8350 | \\u9999\\u6e2f\\u80a1\\u7968\\u63a8\\u8350 | \\u7f8e\\u80a1\\u63a8\\u8350 | \\u884c\\u4e1a\\u677f\\u5757\\u8868\\u73b0 | \\u4ea4\\u6613\\u9f99\\u864e\\u699c \\u7f8e\\u56fd \\u9999\\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Cut loss on Airbnb Inc. (ABNB US) at US$141.0 and Zscaler (ZS US) at US$180.0.\",\"inLanguage\":\"en-US\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#website\"},\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-29-jul-2024-zh\\\/#breadcrumblist\"},\"author\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/kaiyang-daikgi-com\\\/#author\"},\"creator\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/kaiyang-daikgi-com\\\/#author\"},\"image\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/wp-content\\\/uploads\\\/2024\\\/07\\\/shipping_thumbnail.jpg?wsr\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-29-jul-2024-zh\\\/#mainImage\",\"width\":612,\"height\":366,\"caption\":\"Aerial top view containers ship cargo business commercial trade logistic and transportation of international import export by container freight cargo ship with on worldmap\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-29-jul-2024-zh\\\/#mainImage\"},\"datePublished\":\"2024-07-29T09:55:00+08:00\",\"dateModified\":\"2024-07-29T09:55:04+08:00\"},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#website\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/\",\"name\":\"KGI Singapore Research\",\"description\":\"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.\",\"inLanguage\":\"en-US\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\"}}]}\n\t\t<\/script>\n\t\t<!-- All in One SEO -->\n\n","aioseo_head_json":{"title":"2024\u5e7407\u670829\u65e5: \u626c\u5b50\u6c5f\u8239\u4e1a (YZJSGD SP), \u4e1c\u65b9\u7535\u6c14 (1072 HK), \u9ea6\u5f53\u52b3 (MCD US) \u2022 KGI Singapore Research","description":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Cut loss on Airbnb Inc. (ABNB US) at US$141.0 and Zscaler (ZS US) at US$180.0.","canonical_url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-29-jul-2024-zh\/","robots":"max-image-preview:large","keywords":"kgi daily trading ideas (chinese)","webmasterTools":{"miscellaneous":""},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"BlogPosting","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-29-jul-2024-zh\/#blogposting","name":"2024\u5e7407\u670829\u65e5: \u626c\u5b50\u6c5f\u8239\u4e1a (YZJSGD SP), \u4e1c\u65b9\u7535\u6c14 (1072 HK), \u9ea6\u5f53\u52b3 (MCD US) \u2022 KGI Singapore Research","headline":"2024\u5e7407\u670829\u65e5: \u626c\u5b50\u6c5f\u8239\u4e1a (YZJSGD SP), \u4e1c\u65b9\u7535\u6c14 (1072 HK), \u9ea6\u5f53\u52b3 (MCD US)","author":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/kaiyang-daikgi-com\/#author"},"publisher":{"@id":"https:\/\/www.kgieworld.sg\/research\/#organization"},"image":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/shipping_thumbnail.jpg?wsr","width":612,"height":366,"caption":"Aerial top view containers ship cargo business commercial trade logistic and transportation of international import export by container freight cargo ship with on worldmap"},"datePublished":"2024-07-29T09:55:00+08:00","dateModified":"2024-07-29T09:55:04+08:00","inLanguage":"en-US","mainEntityOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-29-jul-2024-zh\/#webpage"},"isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-29-jul-2024-zh\/#webpage"},"articleSection":"KGI Daily Trading Ideas (Chinese)"},{"@type":"BreadcrumbList","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-29-jul-2024-zh\/#breadcrumblist","itemListElement":[{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research#listItem","position":1,"name":"Home","item":"https:\/\/www.kgieworld.sg\/research","nextItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/#listItem","name":"KGI Daily Trading Ideas (Chinese)"}},{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/#listItem","position":2,"name":"KGI Daily Trading Ideas (Chinese)","item":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/","nextItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-29-jul-2024-zh\/#listItem","name":"2024\u5e7407\u670829\u65e5: \u626c\u5b50\u6c5f\u8239\u4e1a (YZJSGD SP), \u4e1c\u65b9\u7535\u6c14 (1072 HK), \u9ea6\u5f53\u52b3 (MCD US)"},"previousItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research#listItem","name":"Home"}},{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-29-jul-2024-zh\/#listItem","position":3,"name":"2024\u5e7407\u670829\u65e5: \u626c\u5b50\u6c5f\u8239\u4e1a (YZJSGD SP), \u4e1c\u65b9\u7535\u6c14 (1072 HK), \u9ea6\u5f53\u52b3 (MCD US)","previousItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/#listItem","name":"KGI Daily Trading Ideas (Chinese)"}}]},{"@type":"Organization","@id":"https:\/\/www.kgieworld.sg\/research\/#organization","name":"KGI Research Singapore","description":"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","url":"https:\/\/www.kgieworld.sg\/research\/","telephone":"+6562021188","logo":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2020\/11\/cropped-Square-logo-PNG.png?wsr","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-29-jul-2024-zh\/#organizationLogo","width":512,"height":512},"image":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-29-jul-2024-zh\/#organizationLogo"}},{"@type":"Person","@id":"https:\/\/www.kgieworld.sg\/research\/author\/kaiyang-daikgi-com\/#author","url":"https:\/\/www.kgieworld.sg\/research\/author\/kaiyang-daikgi-com\/","name":"Kaiyang","image":{"@type":"ImageObject","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-29-jul-2024-zh\/#authorImage","url":"https:\/\/secure.gravatar.com\/avatar\/5cd2befe37b38c79e4e6aab4e92188e01ac99901fbf542e222b8bac6e0c63f46?s=96&d=mm&r=g","width":96,"height":96,"caption":"Kaiyang"}},{"@type":"WebPage","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-29-jul-2024-zh\/#webpage","url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-29-jul-2024-zh\/","name":"2024\u5e7407\u670829\u65e5: \u626c\u5b50\u6c5f\u8239\u4e1a (YZJSGD SP), \u4e1c\u65b9\u7535\u6c14 (1072 HK), \u9ea6\u5f53\u52b3 (MCD US) \u2022 KGI Singapore Research","description":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Cut loss on Airbnb Inc. (ABNB US) at US$141.0 and Zscaler (ZS US) at US$180.0.","inLanguage":"en-US","isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/#website"},"breadcrumb":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-29-jul-2024-zh\/#breadcrumblist"},"author":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/kaiyang-daikgi-com\/#author"},"creator":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/kaiyang-daikgi-com\/#author"},"image":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/shipping_thumbnail.jpg?wsr","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-29-jul-2024-zh\/#mainImage","width":612,"height":366,"caption":"Aerial top view containers ship cargo business commercial trade logistic and transportation of international import export by container freight cargo ship with on worldmap"},"primaryImageOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-29-jul-2024-zh\/#mainImage"},"datePublished":"2024-07-29T09:55:00+08:00","dateModified":"2024-07-29T09:55:04+08:00"},{"@type":"WebSite","@id":"https:\/\/www.kgieworld.sg\/research\/#website","url":"https:\/\/www.kgieworld.sg\/research\/","name":"KGI Singapore Research","description":"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","inLanguage":"en-US","publisher":{"@id":"https:\/\/www.kgieworld.sg\/research\/#organization"}}]},"og:locale":"en_US","og:site_name":"KGI Singapore Research \u2022 Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","og:type":"article","og:title":"2024\u5e7407\u670829\u65e5: \u626c\u5b50\u6c5f\u8239\u4e1a (YZJSGD SP), \u4e1c\u65b9\u7535\u6c14 (1072 HK), \u9ea6\u5f53\u52b3 (MCD US) \u2022 KGI Singapore Research","og:description":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Cut loss on Airbnb Inc. (ABNB US) at US$141.0 and Zscaler (ZS US) at US$180.0.","og:url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-29-jul-2024-zh\/","og:image":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr","og:image:secure_url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr","article:published_time":"2024-07-29T01:55:00+00:00","article:modified_time":"2024-07-29T01:55:04+00:00","twitter:card":"summary","twitter:title":"2024\u5e7407\u670829\u65e5: \u626c\u5b50\u6c5f\u8239\u4e1a (YZJSGD SP), \u4e1c\u65b9\u7535\u6c14 (1072 HK), \u9ea6\u5f53\u52b3 (MCD US) \u2022 KGI Singapore Research","twitter:description":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Cut loss on Airbnb Inc. (ABNB US) at US$141.0 and Zscaler (ZS US) at US$180.0.","twitter:image":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr"},"aioseo_meta_data":{"post_id":"49105","title":"#post_title #separator_sa #site_title","description":"#post_excerpt","keywords":[],"keyphrases":{"focus":[],"additional":[]},"primary_term":null,"canonical_url":null,"og_title":null,"og_description":null,"og_object_type":"default","og_image_type":"default","og_image_url":null,"og_image_width":null,"og_image_height":null,"og_image_custom_url":null,"og_image_custom_fields":null,"og_video":"","og_custom_url":null,"og_article_section":null,"og_article_tags":[],"twitter_use_og":false,"twitter_card":"default","twitter_image_type":"default","twitter_image_url":null,"twitter_image_custom_url":null,"twitter_image_custom_fields":null,"twitter_title":null,"twitter_description":null,"schema":{"blockGraphs":[],"customGraphs":[],"default":{"data":{"Article":{"id":"#aioseo-article-67073a36569fa","slug":"article","graphName":"Article","label":"Article","properties":{"type":"BlogPosting","name":"#post_title","headline":"#post_title","description":"#post_excerpt","image":"","keywords":"","author":{"name":"#author_name","url":"#author_url"},"dates":{"include":true,"datePublished":"","dateModified":""}}},"Course":[],"Dataset":[],"FAQPage":[],"Movie":[],"Person":[],"Product":[],"ProductReview":[],"Car":[],"Recipe":[],"Service":[],"SoftwareApplication":[],"WebPage":[]},"graphName":"Article","isEnabled":true},"graphs":[]},"schema_type":"default","schema_type_options":"{\"article\":{\"articleType\":\"BlogPosting\"},\"course\":{\"name\":\"\",\"description\":\"\",\"provider\":\"\"},\"faq\":{\"pages\":[]},\"product\":{\"reviews\":[]},\"recipe\":{\"ingredients\":[],\"instructions\":[],\"keywords\":[]},\"software\":{\"reviews\":[],\"operatingSystems\":[]},\"webPage\":{\"webPageType\":\"WebPage\"}}","pillar_content":false,"robots_default":true,"robots_noindex":false,"robots_noarchive":false,"robots_nosnippet":false,"robots_nofollow":false,"robots_noimageindex":false,"robots_noodp":false,"robots_notranslate":false,"robots_max_snippet":"-1","robots_max_videopreview":"-1","robots_max_imagepreview":"large","priority":null,"frequency":"default","local_seo":{"locations":{"business":{"name":"","businessType":"","image":"","areaServed":"","urls":{"website":"","aboutPage":"","contactPage":""},"address":{"streetLine1":"","streetLine2":"","zipCode":"","city":"","state":"","country":"","addressFormat":"#streetLineOne\n#streetLineTwo\n#city, #state #zipCode"},"contact":{"phone":"","email":"","fax":""},"ids":{"vat":"","tax":"","chamberOfCommerce":""},"payment":{"priceRange":"","currenciesAccepted":"","methods":""}}},"openingHours":{"useDefaults":true,"show":true,"alwaysOpen":false,"use24hFormat":false,"timezone":"","labels":{"closed":"","alwaysOpen":""},"days":{"monday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"tuesday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"wednesday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"thursday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"friday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"saturday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"sunday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"}}}},"breadcrumb_settings":null,"limit_modified_date":false,"ai":null,"created":"2024-07-29 01:49:45","updated":"2025-06-07 02:05:22","seo_analyzer_scan_date":null},"uagb_featured_image_src":{"full":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/shipping_thumbnail.jpg?wsr",612,366,false],"thumbnail":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/shipping_thumbnail-150x150.jpg?wsr",150,150,true],"medium":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/shipping_thumbnail-300x179.jpg?wsr",300,179,true],"medium_large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/shipping_thumbnail.jpg?wsr",612,366,false],"large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/shipping_thumbnail.jpg?wsr",612,366,false],"1536x1536":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/shipping_thumbnail.jpg?wsr",612,366,false],"2048x2048":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/shipping_thumbnail.jpg?wsr",612,366,false]},"uagb_author_info":{"display_name":"Kaiyang","author_link":"https:\/\/www.kgieworld.sg\/research\/author\/kaiyang-daikgi-com\/"},"uagb_comment_info":0,"uagb_excerpt":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top \u626c\u5b50\u6c5f\u8239\u4e1a (YZJSGD SP)\uff1a\u9020\u8239\u5de5\u4e1a\u8fdb\u4e00\u6b65\u589e\u957f \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a2.46\uff0c\u76ee\u6807\u4ef7\uff1a2.70\uff0c\u6b62\u635f\u4ef7\uff1a2.35 \u626c\u5b50\u6c5f\u9020\u8239\u63a7\u80a1\u6709\u9650\u516c\u53f8\u5efa\u9020\u5404\u79cd\u7c7b\u578b\u7684\u8239\u8236\u3002\u8be5\u516c\u53f8\u751f\u4ea7\u5404\u79cd\u5404\u6837\u7684\u5546\u8239\u3001\u5c0f\u578b\u6563\u8d27\u8239\u3001\u591a\u7528\u9014\u8d27\u8239\u3001\u96c6\u88c5\u7bb1\u8239\u3001\u5316\u5b66\u54c1\u8239\u3001\u8fd1\u6d77\u4f9b\u5e94\u8239\u3001\u6551\u63f4\u548c\u6253\u635e\u8239\u4ee5\u53ca\u8d77\u91cd\u8239 \u521b\u8bb0\u5f55\u8ba2\u5355\u3002\u53d7\u5168\u7403\u5428\u4f4d\u9700\u6c42\u98d9\u5347\u7684\u63a8\u52a8\uff0c\u4e2d\u56fd\u6700\u5927\u7684\u79c1\u8425\u9020\u8239\u4f01\u4e1a\u626c\u5b50\u6c5f\u8239\u4e1a\u7684\u8ba2\u5355\u79ef\u538b\u8d85\u8fc7160\u4ebf\u7f8e\u5143\uff0c\u521b\u4e0b\u65b0\u7eaa\u5f55\u3002\u4e3a\u4e86\u7ba1\u7406\u4e0d\u65ad\u589e\u52a0\u7684\u4ea7\u91cf\uff0c\u8be5\u516c\u53f8\u5df2\u7ecf\u6536\u8d2d\u4e86\u5176\u9020\u8239\u5382\u9644\u8fd1200\u591a\u82f1\u4ea9\u7684\u571f\u5730\uff0c\u5e76\u8ba1\u5212\u6295\u8d444\u4ebf\u591a\u7f8e\u5143\u6269\u5efa\u5de5\u5382\uff0c\u5305\u62ec\u4e00\u4e2a30\u4e07\u5428\u7684\u5e72\u8239\u575e\u3002\u6b64\u6b21\u6269\u5efa\u5c06\u4f7f\u5e74\u4ea7\u80fd\u589e\u52a080\u4e07\u8f7d\u91cd\u5428\uff0c\u589e\u5f3a\u4e2d\u56fd\u5728\u9ad8\u9644\u52a0\u503c\u9020\u8239\u9886\u57df\u7684\u81ea\u529b\u66f4\u751f\u80fd\u529b\u3002\u626c\u5b50\u6c5f\u8fd8\u5728\u5efa\u8bbe\u4e00\u4e2a\u62e5\u67095G\u5de5\u4e1a\u6570\u636e\u7f51\u7edc\u7684\u5148\u8fdb\u6570\u5b57\u5316\u751f\u4ea7\u5de5\u5382\uff0c\u8fd9\u53cd\u6620\u4e86\u5411\u6280\u672f\u66f4\u5148\u8fdb\u7684\u5de5\u827a\u7684\u8f6c\u53d8\u3002\u8fd9\u79cd\u589e\u957f\u662f\u4e2d\u56fd\u9020\u8239\u5382\u6574\u4f53\u8d8b\u52bf\u7684\u4e00\u90e8\u5206\u3002\u6839\u636e\u8239\u8236\u7ecf\u7eaa\u516c\u53f8BRS\u7684\u6570\u636e\uff0c\u52302027\u5e74\uff0c\u4e2d\u56fd\u7684\u8ba2\u5355\u51e0\u4e4e\u6ee1\u4e86\uff0c\u8ba2\u5355\u5c06\u5ef6\u7eed\u52302029\u5e74\uff0c\u8fd9\u8868\u660e\u8be5\u884c\u4e1a\u7684\u672a\u6765\u5f88\u5f3a\u52b2\u3002 \u5f3a\u52b2\u8ba2\u5355\u3002\u65b0\u79d1\u5de5\u7a0b\u7684\u8ba2\u5355\u4f9d\u7136\u5f3a\u52b2\uff0c\u6839\u636e\u51762024\u5e74\u7b2c\u4e00\u5b63\u5ea6\u7684\u4e1a\u52a1\u66f4\u65b0\uff0c\u5176\u8ba2\u5355\u4ef7\u503c\u4e3a277\u4ebf\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u9884\u8ba1\u5728\u4eca\u5e74\u5269\u4f59\u65f6\u95f4\u5185\u4ea4\u4ed8\u4ef7\u503c65\u4ebf\u7f8e\u5143\u7684\u8ba2\u5355\u3002\u57282024\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u65b0\u79d1\u5de5\u7a0b\u516c\u53f8\u83b7\u5f97\u4e86\u603b\u8ba130\u4ebf\u7f8e\u5143\u7684\u989d\u5916\u5408\u540c\u3002\u5176\u4e2d\u5305\u62ec\u5546\u4e1a\u822a\u7a7a\u822a\u5929\u9886\u57df\u76848.39\u4ebf\u7f8e\u5143\uff0c\u56fd\u9632\u548c\u516c\u5171\u5b89\u5168\u5e02\u573a\u768416.45\u4ebf\u7f8e\u5143\uff0c\u57ce\u5e02\u89e3\u51b3\u65b9\u6848\u548c\u536b\u661f\u901a\u4fe1\u884c\u4e1a\u76845.42\u4ebf\u7f8e\u5143\u3002\u8fd9\u4e9b\u65b0\u5408\u540c\u7684\u6210\u529f\uff0c\u4ee5\u53ca\u6301\u7eed\u5f3a\u52b2\u7684\u8ba2\u5355\uff0c\u7a81\u663e\u4e86\u5bf9\u65b0\u79d1\u5de5\u7a0b\u670d\u52a1\u7684\u6301\u7eed\u9ad8\u9700\u6c42\u3002 \u6269\u5c55\u4e1a\u52a1\u81f3\u8d85\u5927\u578b\u6c28\u8fd0\u8f93\u8239\u3002\u626c\u5b50\u6c5f\u8239\u4e1a\u5df2\u4e0eNissen Kaiun\u8fbe\u62104.4\u4ebf\u7f8e\u5143\u7684\u534f\u8bae\uff0c\u8d2d\u4e704\u825888,000\u7acb\u65b9\u7c73\u7684\u8d85\u5927\u578b\u6c28\u8fd0\u8f93\u8239(vlac)\uff0c\u6807\u5fd7\u7740\u626c\u5b50\u6c5f\u8fdb\u5165\u8fd9\u4e00\u9886\u57df\u3002\u8fd9\u4e9b\u8239\u4e0e\u80fd\u6e90\u8d38\u6613\u5546BGN\u7b7e\u8ba2\u4e867\u5e74\u5b9a\u671f\u79df\u7ea6\uff0c\u5c06\u4e8e2028\u5e745\u6708\u81f32029\u5e742\u6708\u4e4b\u95f4\u4ea4\u4ed8\u3002Nissen Kaiun\u62e5\u6709\u7ea6200\u8258\u8239\u8236\uff0c\u5176\u4e2d\u5305\u62ec10\u8258\u8d85\u5927\u578b\u6db2\u5316\u77f3\u6cb9\u6c14\u8fd0\u8f93\u8239\u548c\u8fd140\u8258\u65b0\u8239\uff0c\u8fd9\u662f\u5bf9\u4f4e\u78b3\u6c28\u6c14\u8d38\u6613\u9884\u671f\u6fc0\u589e\u63a8\u52a8\u7684\u6db2\u5316\u77f3\u6cb9\u6c14\/\u6c28\u6c14\u8fd0\u8f93\u8239\u7684\u9ad8\u9700\u6c42\u7684\u56de\u5e94\uff0c\u7279\u522b\u662f\u6765\u81ea\u65e5\u672c\u548c\u97e9\u56fd\u7684\u8131\u78b3\u5021\u8bae\u3002 \u65b0\u7684\u751f\u4ea7\u8bbe\u65bd\u3002\u626c\u5b50\u6c5f\u9020\u8239\u4e0e\u6c5f\u82cf\u7701\u9756\u6c5f\u5e02\u7b7e\u7f72\u4e86\u4e00\u9879\u6846\u67b6\u534f\u8bae\uff0c\u5c06\u5728\u65b0\u6865\u56ed\u533a\u6536\u8d2d866,671\u5e73\u65b9\u7c73\u7684\u571f\u5730\uff0c\u5efa\u8bbe\u4e00\u4e2a\u65b0\u7684\u6e05\u6d01\u80fd\u6e90\u8239\u8236\u5236\u9020\u57fa\u5730\u3002\u8fd9\u7247\u571f\u5730\u5305\u62ec1320\u7c73\u7684\u957f\u6c5f\u5cb8\u7ebf\uff0c\u53ef\u4ee5\u6709\u6548\u5730\u6269\u5c55\u3002\u65b0\u5de5\u5382\u4f4d\u4e8e\u73b0\u6709\u5de5\u5382\u7684\u6218\u7565\u4f4d\u7f6e\uff0c\u5c06\u63d0\u9ad8\u751f\u4ea7\u529b\u548c\u8fd0\u8425\u6548\u7387\u3002\u8be5\u516c\u53f8\u8ba1\u5212\u5728\u672a\u6765\u4e24\u5e74\u5185\u6295\u8d4430\u4ebf\u5143\u4eba\u6c11\u5e01(5.543\u4ebf\u65b0\u5143)\uff0c\u7b49\u5f85\u53ef\u884c\u6027\u7814\u7a76\u548c\u653f\u5e9c\u6279\u51c6\u7684\u7ed3\u679c\u3002\u8be5\u9879\u76ee\u5c06\u5206\u9636\u6bb5\u6267\u884c\uff0c\u4ee5\u786e\u4fdd\u5408\u89c4\u3002\u8be5\u9879\u76ee\u7684\u6279\u51c6\u5c06\u4f7f\u8be5\u516c\u53f8\u80fd\u591f\u5236\u9020\u6e05\u6d01\u80fd\u6e90\u8239\u8236\uff0c\u6269\u5927\u5176\u5236\u9020\u80fd\u529b\u3002 23\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u300223\u8d22\u5e74\u6536\u5165\u540c\u6bd4\u589e\u957f16.5%\u81f3241\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c22\u8d22\u5e74\u4e3a207\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f57.0%\u81f341.1\u4ebf\u5143\uff0c\u800c22\u8d22\u5e74\u4e3a26.1\u4ebf\u5143\u3002\u51c0\u5229\u7387\u572823\u8d22\u5e74\u589e\u957f4.4\u4e2a\u767e\u5206\u70b9\u81f317.0%\uff0c\u800c22\u8d22\u5e74\u4e3a12.6%\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u65b0\u79d1\u5de5\u7a0b (STE SP)\uff1a\u6df1\u5316\u5408\u4f5c\u4e0e\u4f19\u4f34\u5173\u7cfb \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a4.38\uff0c\u76ee\u6807\u4ef7\uff1a4.70\uff0c\u6b62\u635f\u4ef7\uff1a4.22 \u65b0\u79d1\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u5168\u7403\u6027\u7684\u6280\u672f\uff0c\u56fd\u9632\u548c\u5de5\u7a0b\u96c6\u56e2\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u5176\u5728\u822a\u7a7a\u822a\u5929\u3001\u667a\u6167\u57ce\u5e02\u3001\u56fd\u9632\u548c\u516c\u5171\u5b89\u5168\u9886\u57df\u7684\u591a\u5143\u5316\u4e1a\u52a1\u7ec4\u5408\uff0c\u5229\u7528\u6280\u672f\u548c\u521b\u65b0\u6765\u89e3\u51b3\u95ee\u9898\u5e76\u6539\u5584\u751f\u6d3b\u3002\u65b0\u79d1\u5de5\u7a0b\u670d\u52a1\u4e8e\u5168\u7403\u5ba2\u6237\u3002 \u5408\u4f5c\u4fc3\u8fdb\u7f51\u7edc\u5b89\u5168\u3002SPTel\u63a8\u51fa\u4e86\u91cf\u5b50\u5b89\u5168\u670d\u52a1\uff0c\u901a\u8fc7\u96c6\u6210ST\u5de5\u7a0b\u3001\u8bfa\u57fa\u4e9a\u548cFortinet\u7684\u5148\u8fdb\u91cf\u5b50\u52a0\u5bc6\u4ea7\u54c1\uff0c\u589e\u5f3a\u4e86\u5176\u56fd\u5bb6\u91cf\u5b50\u5b89\u5168\u7f51\u7edc+ (NQSN+)\u3002\u8be5\u8ba1\u5212\u65e8\u5728\u9488\u5bf9\u91cf\u5b50\u5a01\u80c1\u63d0\u4f9b\u5168\u9762\u7684\u7f51\u7edc\u4fdd\u62a4\u3002\u53d7\u65b0\u52a0\u5761\u4fe1\u606f\u901a\u4fe1\u5a92\u4f53\u53d1\u5c55\u5c40(Infocomm Media Development Authority)\u4efb\u547d\uff0cSPTel\u548cSpeQtral\u6b63\u5728\u5f00\u53d1\u4e1c\u5357\u4e9a\u9996\u4e2a\u91cf\u5b50\u5b89\u5168\u57fa\u7840\u8bbe\u65bd\uff0c\u4ee5\u652f\u6301\u65b0\u52a0\u5761\u7684\u6570\u5b57\u8fde\u63a5\u84dd\u56fe\u3002\u8be5\u670d\u52a1\u65e8\u5728\u4e0e\u73b0\u6709\u7684IT\u57fa\u7840\u8bbe\u65bd\u517c\u5bb9\uff0c\u4f7f\u7528\u8bfa\u57fa\u4e9a\u7684DWDM\u3001ST Engineering\u7684\u52a0\u5bc6\u5668\u548cFortinet\u7684\u4e0b\u4e00\u4ee3\u9632\u706b\u5899\uff0c\u786e\u4fdd\u7269\u7406\u3001\u6570\u636e\u94fe\u8def\u548c\u7f51\u7edc\u5c42\u7684\u6570\u636e\u5b89\u5168\u3002\u8fd9\u4e00\u4e3e\u63aa\u65e8\u5728\u5e94\u5bf9\u65b0\u5174\u7684\u201c\u5148\u6536\u83b7\uff0c\u540e\u89e3\u5bc6\u201d\u5a01\u80c1\uff0c\u65e8\u5728\u52a0\u5f3a\u533b\u7597\u548c\u91d1\u878d\u7b49\u5173\u952e\u884c\u4e1a\u7684\u7f51\u7edc\u9632\u5fa1\u3002\u968f\u7740\u7f51\u7edc\u5a01\u80c1\u5728\u5168\u7403\u8303\u56f4\u5185\u6301\u7eed\u4e0a\u5347\uff0c\u5bf9\u6b64\u7c7b\u670d\u52a1\u7684\u9700\u6c42\u5c06\u4f1a\u589e\u52a0\uff0c\u8fd9\u5c06\u6709\u5229\u4e8e\u91c7\u7528\u610f\u6cd5\u534a\u5bfc\u4f53\u5de5\u7a0b\u516c\u53f8\u7684\u52a0\u5bc6\u5668\u3002 \u5f3a\u52b2\u8ba2\u5355\u3002\u65b0\u79d1\u5de5\u7a0b\u7684\u8ba2\u5355\u4f9d\u7136\u5f3a\u52b2\uff0c\u6839\u636e\u51762024\u5e74\u7b2c\u4e00\u5b63\u5ea6\u7684\u4e1a\u52a1\u66f4\u65b0\uff0c\u5176\u8ba2\u5355\u4ef7\u503c\u4e3a277\u4ebf\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u9884\u8ba1\u5728\u4eca\u5e74\u5269\u4f59\u65f6\u95f4\u5185\u4ea4\u4ed8\u4ef7\u503c65\u4ebf\u7f8e\u5143\u7684\u8ba2\u5355\u3002\u57282024\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u65b0\u79d1\u5de5\u7a0b\u516c\u53f8\u83b7\u5f97\u4e86\u603b\u8ba130\u4ebf\u7f8e\u5143\u7684\u989d\u5916\u5408\u540c\u3002\u5176\u4e2d\u5305\u62ec\u5546\u4e1a\u822a\u7a7a\u822a\u5929\u9886\u57df\u76848.39\u4ebf\u7f8e\u5143\uff0c\u56fd\u9632\u548c\u516c\u5171\u5b89\u5168\u5e02\u573a\u768416.45\u4ebf\u7f8e\u5143\uff0c\u57ce\u5e02\u89e3\u51b3\u65b9\u6848\u548c\u536b\u661f\u901a\u4fe1\u884c\u4e1a\u76845.42\u4ebf\u7f8e\u5143\u3002\u8fd9\u4e9b\u65b0\u5408\u540c\u7684\u6210\u529f\uff0c\u4ee5\u53ca\u6301\u7eed\u5f3a\u52b2\u7684\u8ba2\u5355\uff0c\u7a81\u663e\u4e86\u5bf9\u65b0\u79d1\u5de5\u7a0b\u670d\u52a1\u7684\u6301\u7eed\u9ad8\u9700\u6c42\u3002 \u6df1\u5316\u5bf9Safra\u98de\u673a\u53d1\u52a8\u673aLEAP\u53d1\u52a8\u673a\u7684\u652f\u6301\u3002\u65b0\u79d1\u5de5\u7a0b\u516c\u53f8\u6700\u8fd1\u5ba3\u5e03\uff0c\u5176\u5546\u4e1a\u822a\u7a7a\u4e1a\u52a1\u90e8\u95e8\u4e0e\u8d5b\u5cf0\u98de\u673a\u53d1\u52a8\u673a\u516c\u53f8\u7b7e\u8ba2\u4e86\u4e00\u4efd\u4e3a\u671f\u4e24\u5e74\u7684\u534f\u8bae\uff0c\u4e3aCFM LEAP-1A\u548cLEAP-1B\u53d1\u52a8\u673a\u63d0\u4f9b\u6a21\u5757\u7ef4\u4fee\u5378\u8f7d\u652f\u6301\uff0c\u5e76\u53ef\u9009\u62e9\u5ef6\u671f\u3002\u6839\u636e\u534f\u8bae\uff0c\u8d5b\u5cf0\u98de\u673a\u53d1\u52a8\u673a\u516c\u53f8\u5c06\u628aLEAP-1A\u548cLEAP-1B\u53d1\u52a8\u673a\u7684\u9ad8\u538b\u6da1\u8f6e(HPT)\u8f6c\u5b50\u7ec4\u4ef6\u548c\u7b2c\u4e8c\u7ea7HPT\u55b7\u5634\u7ec4\u4ef6\u7684\u6a21\u5757\u7ef4\u4fee\u5de5\u4f5c\u79fb\u4ea4\u7ed9ST\u5de5\u7a0b\u516c\u53f8\u3002\u968f\u7740\u8fd0\u8425\u5546\u98de\u884c\u4e1a\u52a1\u7684\u589e\u52a0\uff0c\u6b64\u6b21\u5408\u4f5c\u6ee1\u8db3\u4e86\u5bf9LEAP\u53d1\u52a8\u673a\u65e5\u76ca\u589e\u957f\u7684MRO\u9700\u6c42\u3002\u65b0\u79d1\u5de5\u7a0b\u7684\u5378\u8f7d\u652f\u6301\u589e\u5f3a\u4e86\u8d5b\u5cf0\u98de\u673a\u53d1\u52a8\u673a\u7684MRO\u80fd\u529b\uff0c\u5e76\u4e3a\u5ba2\u6237\u4f18\u5316\u4e86\u53d1\u52a8\u673a\u8f66\u95f4\u7684\u5468\u8f6c\u65f6\u95f4\u3002\u8be5\u534f\u8bae\u52a0\u5f3a\u4e86\u4e0e\u8d5b\u5cf0\u98de\u673a\u53d1\u52a8\u673a\u516c\u53f8\u7684\u5408\u4f5c\u5173\u7cfb\u548c\u5bf9LEAP\u53d1\u52a8\u673a\u8fd0\u8425\u5546\u7684\u652f\u6301\uff0c\u5e76\u4f7f\u516c\u53f8\u80fd\u591f\u5f88\u597d\u5730\u6ee1\u8db3LEAP\u53d1\u52a8\u673a\u5feb\u901f\u56de\u8f6c\u548c\u6027\u80fd\u4fee\u590d\u8f66\u95f4\u8bbf\u95ee\u65e5\u76ca\u589e\u957f\u7684\u9700\u6c42\u3002 24\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u56de\u987e\u3002\u5f97\u76ca\u4e8e\u5546\u4e1a\u822a\u7a7a\u822a\u5929\u3001\u56fd\u9632\u548c\u516c\u5171\u5b89\u5168\u90e8\u95e8\u4e24\u4f4d\u6570\u7684\u540c\u6bd4\u589e\u957f\uff0c\u5176\u7b2c\u4e00\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957f18%\uff0c\u81f327.03\u4ebf\u65b0\u5143\uff0c\u800c23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a22.89\u4ebf\u65b0\u5143\u3002\u4eca\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u5176\u5546\u4e1a\u822a\u7a7a\u6536\u5165\u3001\u56fd\u9632\u548c\u516c\u5171\u5b89\u5168\u6536\u5165\u5206\u522b\u540c\u6bd4\u589e\u957f32%\u81f312\u4ebf\u65b0\u5143\u300114%\u81f311\u4ebf\u65b0\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u4e1c\u65b9\u7535\u6c14 (1072 HK)\uff1a\u589e\u52a0\u53ef\u518d\u751f\u80fd\u6e90\u7684\u4f7f\u7528 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a10.20\uff0c\u76ee\u6807\u4ef7\uff1a11.20\uff0c\u6b62\u635f\u4ef7\uff1a9.70 \u4e1c\u65b9\u7535\u6c14\u80a1\u4efd\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u53d1\u7535\u8bbe\u5907\u5236\u9020\u4e0e\u9500\u552e\u4e1a\u52a1\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u8fd0\u8425\u4e94\u5927\u62a5\u544a\u5206\u90e8\uff1a\u6e05\u6d01\u9ad8\u6548\u80fd\u6e90\u88c5\u5907\u5206\u90e8\u3001\u53ef\u518d\u751f\u80fd\u6e90\u88c5\u5907\u5206\u90e8\u3001\u5de5\u7a0b\u4e0e\u8d38\u6613\u5206\u90e8\u3001\u73b0\u4ee3\u5236\u9020\u670d\u52a1\u4e1a\u5206\u90e8\u548c\u65b0\u5174\u6210\u957f\u4ea7\u4e1a\u5206\u90e8\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u4ea7\u54c1\u5305\u62ec\u6c34\u8f6e\u53d1\u7535\u673a\u7ec4\u3001\u6c7d\u8f6e\u53d1\u7535\u673a\u3001\u98ce\u529b\u53d1\u7535\u673a\u7ec4\u3001\u7535\u7ad9\u6c7d\u8f6e\u673a\u548c\u7535\u7ad9\u9505\u7089\u4ee5\u53ca\u71c3\u6c14\u8f6e\u673a\u7b49\u3002\u8be5\u516c\u53f8\u7684\u4e1a\u52a1\u4e3b\u8981\u5206\u90e8\u5728\u56fd\u5185\u5e02\u573a\u548c\u56fd\u5916\u5e02\u573a\u3002 \u589e\u52a0\u4e2d\u56fd\u53ef\u518d\u751f\u80fd\u6e90\u7684\u4f7f\u7528\u3002\u4e2d\u56fd\u53ef\u518d\u751f\u80fd\u6e90\u5229\u7528\u7387\u5df2\u8fbe\u5230\u6216\u8d85\u8fc7\u56fd\u9645\u5148\u8fdb\u6c34\u5e73\uff0c\u53ef\u6301\u7eed\u80fd\u6e90\u5efa\u8bbe\u53d6\u5f97\u957f\u8db3\u8fdb\u5c55\u3002\u53ef\u518d\u751f\u80fd\u6e90\u5229\u7528\u52bf\u5934\u5f3a\u52b2\uff0c\u5229\u7528\u7387\u8fbe97.6%\uff0c\u81ea2018\u5e74\u4ee5\u6765\u8fde\u7eed6\u5e74\u8d85\u8fc795%\u3002\u53bb\u5e74\uff0c\u53ef\u518d\u751f\u80fd\u6e90\u65b0\u589e\u88c5\u673a\u5bb9\u91cf\u8fbe\u52302.9\u4ebf\u5343\u74e6\uff0c\u662f2022\u5e74\u76842.4\u500d\uff0c\u5360\u5168\u56fd\u65b0\u589e\u53d1\u7535\u603b\u91cf\u768479%\uff0c\u6210\u4e3a\u65b0\u589e\u53d1\u7535\u7684\u4e3b\u8981\u6765\u6e90\u3002\u4ea7\u80fd\u7684\u6fc0\u589e\u523a\u6fc0\u4e86\u5168\u56fd\u8303\u56f4\u5185\u5bf9\u592a\u9633\u80fd\u3001\u98ce\u80fd\u548c\u6c34\u7535\u9879\u76ee\u7684\u5927\u91cf\u6295\u8d44\u3002\u8fd9\u4e9b\u52aa\u529b\u662f\u4e2d\u56fd\u57282030\u5e74\u4e4b\u524d\u8fbe\u5230\u78b3\u6392\u653e\u5cf0\u503c\u3001\u57282060\u5e74\u4e4b\u524d\u5b9e\u73b0\u78b3\u4e2d\u548c\u7684\u66f4\u5e7f\u6cdb\u6218\u7565\u7684\u4e00\u90e8\u5206\u3002 \u589e\u52a0\u4ea7\u80fd\u3002\u4e1c\u65b9\u7535\u6c14\u6700\u8fd1\u5728\u5e7f\u4e1c\u7701\u6c55\u5934\u5e02\u7684\u4e00\u4e2a\u6cbf\u6d77\u8bd5\u9a8c\u57fa\u5730\u5b89\u88c5\u4e86\u4e00\u53f018\u5146\u74e6\u7684\u6d77\u4e0a\u98ce\u529b\u6da1\u8f6e\u673a\u3002\u8f6c\u5b50\u76f4\u5f84260\u7c73\uff0c\u626b\u9762\u9762\u79ef5.3\u4e07\u5e73\u65b9\u7c73\uff0c\u8be5\u6da1\u8f6e\u673a\u6bcf\u5e74\u53ef\u4ea7\u751f72\u5409\u74e6\u65f6\u7684\u7535\u529b\uff0c\u8db3\u4ee5\u4e3a\u5927\u7ea63.6\u4e07\u6237\u5bb6\u5ead\u4f9b\u7535\u3002\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u8fd9\u53f018\u5146\u74e6\u7684\u6d77\u4e0a\u98ce\u529b\u6da1\u8f6e\u673a\u662f\u76ee\u524d\u4e16\u754c\u4e0a\u5b89\u88c5\u7684\u540c\u7c7b\u6da1\u8f6e\u673a\u4e2d\u6700\u5927\u7684\u3002&hellip;","_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/49105","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/comments?post=49105"}],"version-history":[{"count":2,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/49105\/revisions"}],"predecessor-version":[{"id":49138,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/49105\/revisions\/49138"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media\/49135"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media?parent=49105"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/categories?post=49105"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/tags?post=49105"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}