{"id":50318,"date":"2024-08-21T07:12:00","date_gmt":"2024-08-20T23:12:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=50318"},"modified":"2024-08-21T10:19:24","modified_gmt":"2024-08-21T02:19:24","slug":"kgi-daily-trading-ideas-21-aug-2024-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-21-aug-2024-zh\/","title":{"rendered":"2024\u5e7408\u670821\u65e5: \u534e\u4fa8\u94f6\u884c (OCBC SP), \u745e\u58f0\u79d1\u6280(2018 HK), \u6069\u585e\u56e0 (ENSG 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-49365-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"941\" height=\"424\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-100.png\" alt=\"\" class=\"wp-image-50380\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-100.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-100-300x135.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-100-768x346.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"941\" height=\"240\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-101.png\" alt=\"\" class=\"wp-image-50381\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-101.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-101-300x77.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-101-768x196.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"941\" height=\"290\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-102.png\" alt=\"\" class=\"wp-image-50382\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-102.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-102-300x92.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-102-768x237.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/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\/08\/word-image-249.png\" alt=\"\" class=\"wp-image-50234\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-249.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-249-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-50170-_qqv3rtx8nazp\"><\/a><a id=\"post-50170-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"941\" height=\"436\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-92.png\" alt=\"\" class=\"wp-image-50340\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-92.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-92-300x139.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-92-768x356.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/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\/08\/word-image-250.png\" alt=\"\" class=\"wp-image-50236\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-250.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-250-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-50170-_9i0c554gtu0u\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-251.png\" class=\"wp-image-50237\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-251.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-251-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u534e\u4fa8\u94f6\u884c (OCBC SP)\uff1a\u964d\u606f\u523a\u6fc0\u8d37\u6b3e\u589e\u957f<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a14.2\uff0c\u76ee\u6807\u4ef7\uff1a15.4\uff0c\u6b62\u635f\u4ef7\uff1a13.6<\/strong>\n  <\/li><li>\n    \u534e\u4fa8\u94f6\u884c\u6709\u9650\u516c\u53f8\u63d0\u4f9b\u5168\u9762\u7684\u91d1\u878d\u670d\u52a1\u3002\u516c\u53f8\u7684\u4e1a\u52a1\u5305\u62ec\u5b58\u6b3e\u3001\u516c\u53f8\u3001\u4f01\u4e1a\u548c\u4e2a\u4eba\u8d37\u6b3e\u3001\u56fd\u9645\u8d38\u6613\u878d\u8d44\u3001\u6295\u8d44\u94f6\u884c\u3001\u79c1\u4eba\u94f6\u884c\u3001\u91d1\u5e93\u3001\u80a1\u7968\u7ecf\u7eaa\u3001\u4fdd\u9669\u3001\u4fe1\u7528\u5361\u3001\u73b0\u91d1\u7ba1\u7406\u3001\u8d44\u4ea7\u7ba1\u7406\u7b49\u91d1\u878d\u670d\u52a1\n  <\/li><li><strong>\u5bf92024\u5e74\u7f8e\u8054\u50a8\u964d\u606f\u7684\u4e50\u89c2\u60c5\u7eea\u3002<\/strong>\u6839\u636e\u6700\u8fd1\u7684\u901a\u80c0\u6570\u636e\uff0c\u5e02\u573a\u9884\u8ba12024\u5e749\u6708\u53ef\u80fd\u4f1a\u964d\u606f25\u4e2a\u57fa\u70b9\u3002\u867d\u7136\u8fd9\u53ef\u4ee5\u964d\u4f4e\u501f\u8d37\u6210\u672c\uff0c\u589e\u5f3a\u5ba2\u6237\u7684\u8d22\u52a1\u7075\u6d3b\u6027\uff0c\u4f46\u4e5f\u53ef\u80fd\u5bf9\u94f6\u884c\u7684\u51c0\u606f\u5dee\u9020\u6210\u538b\u529b\u3002\u8f83\u4f4e\u7684\u5229\u7387\u901a\u5e38\u4f1a\u7f29\u5c0f\u8d37\u6b3e\u5229\u606f\u548c\u5b58\u6b3e\u5229\u606f\u4e4b\u95f4\u7684\u5dee\u8ddd\uff0c\u4ece\u800c\u53ef\u80fd\u964d\u4f4e\u5229\u606f\u6536\u5165\u7684\u76c8\u5229\u80fd\u529b\u3002\u7136\u800c\uff0c\u6574\u4f53\u8f83\u4f4e\u7684\u501f\u8d37\u6210\u672c\u53ef\u80fd\u4f1a\u523a\u6fc0\u8d37\u6b3e\u9700\u6c42\u548c\u7ecf\u6d4e\u6d3b\u52a8\uff0c\u8fd9\u53ef\u80fd\u6709\u52a9\u4e8e\u62b5\u6d88\u5bf9\u5229\u6da6\u7387\u7684\u5f71\u54cd\uff0c\u5e76\u652f\u6301\u534e\u4fa8\u94f6\u884c\u66f4\u5e7f\u6cdb\u7684\u589e\u957f\u6218\u7565\u3002\n  <\/li><li><strong>\u8d37\u6b3e\u7ec4\u5408\u591a\u5143\u5316\u3002<\/strong>\u534e\u4fa8\u94f6\u884c\u5728\u4eca\u5e744\u6708\u63a8\u51fa\u4e86\u4e00\u9879\u65e8\u5728\u52a0\u901f\u5973\u6027\u9886\u5bfc\u7684\u4e2d\u5c0f\u4f01\u4e1a\u589e\u957f\u7684\u8ba1\u5212\u540e\uff0c\u5bf9\u5973\u6027\u62e5\u6709\u7684\u4f01\u4e1a\u7684\u8d37\u6b3e\u5927\u5e45\u589e\u52a0\uff0c\u5728\u542f\u52a8\u540e\u7684\u4e24\u4e2a\u6708\u5185\u589e\u957f\u4e8630%\u4ee5\u4e0a\u3002\u8fd9\u8d85\u8fc7\u4e86\u7537\u6027\u6240\u6709\u4f01\u4e1a\u7684\u8d37\u6b3e\u589e\u957f\uff0c\u540e\u8005\u540c\u671f\u589e\u957f\u4e8620%\u4ee5\u4e0a\u3002\u8be5\u9879\u76ee\u73b0\u5728\u88ab\u79f0\u4e3a\u201c\u5973\u6027\u65e0\u9650\u201d(Women Unlimited)\uff0c\u5305\u62ec\u6269\u5927\u4e2d\u5c0f\u4f01\u4e1a\u83b7\u5f97\u53ef\u6301\u7eed\u878d\u8d44\u7684\u6e20\u9053\uff0c\u5e76\u4e3a\u5973\u6027\u521b\u529e\u7684\u521d\u521b\u4f01\u4e1a\u5728\u5934\u4e24\u5e74\u5185\u63d0\u4f9b\u9ad8\u8fbe10\u4e07\u65b0\u5143\u7684\u878d\u8d44\u3002\u5b83\u8fd8\u63d0\u4f9b\u6559\u80b2\u7814\u8ba8\u4f1a\u3001\u4ea4\u6d41\u673a\u4f1a\uff0c\u5e76\u8ba1\u5212\u5c06\u533a\u57df\u6269\u5c55\u5230\u9a6c\u6765\u897f\u4e9a\u548c\u9999\u6e2f\u3002\u8fd9\u4e00\u4e3e\u63aa\u901a\u8fc7\u4fc3\u8fdb\u5973\u6027\u4e3b\u5bfc\u7684\u4e2d\u5c0f\u4f01\u4e1a\u7684\u589e\u957f\uff0c\u4f7f\u5176\u8d37\u6b3e\u7ec4\u5408\u591a\u6837\u5316\uff0c\u5e76\u901a\u8fc7\u6709\u9488\u5bf9\u6027\u7684\u652f\u6301\u548c\u6269\u5927\u7684\u670d\u52a1\u63d0\u9ad8\u5ba2\u6237\u5fe0\u8bda\u5ea6\uff0c\u52a0\u5f3a\u4e86\u534e\u4fa8\u94f6\u884c\u7684\u5e02\u573a\u5730\u4f4d\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u534e\u4fa8\u94f6\u884c\u80a1\u4ef7\u548c\u7f8e\u5143\/\u65b0\u5143\u6c47\u7387\u6bd4\u8f83<\/strong>\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1261\" height=\"559\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-black-background-description-automat-1.jpeg\" alt=\"A graph on a black background\n\nDescription automatically generated\" class=\"wp-image-50238\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-black-background-description-automat-1.jpeg 1261w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-black-background-description-automat-1-300x133.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-black-background-description-automat-1-1024x454.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-black-background-description-automat-1-768x340.jpeg 768w\" sizes=\"(max-width: 1261px) 100vw, 1261px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u559c\u4eba\u3002<\/strong>\u534e\u4fa8\u94f6\u884c\u62a5\u544a\u7b2c\u4e8c\u5b63\u5ea6\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f14%\uff0c\u8fbe\u523019.4\u4ebf\u65b0\u5143\uff0c\u8d85\u51fa\u9884\u671f\u3002\u5229\u6da6\u589e\u957f\u662f\u7531\u4e8e\u6536\u5165\u589e\u52a0\u548c\u514d\u7a0e\u989d\u51cf\u5c11\u6240\u81f4\u3002\u534e\u4fa8\u94f6\u884c\u5bf9\u4e1c\u76df\u7ecf\u6d4e\u4ecd\u5145\u6ee1\u4fe1\u5fc3\uff0c\u5e76\u6709\u671b\u5b9e\u73b02024\u5e74\u7684\u76ee\u6807\uff0c\u5305\u62ec\u5c06\u51c0\u606f\u5dee(NIM)\u4fdd\u6301\u57282.2%\u81f32.25%\u4e4b\u95f4\u3002\u8be5\u884c\u5ba3\u5e03\u4e2d\u671f\u80a1\u606f\u63d0\u9ad810%\u81f3\u6bcf\u80a10.44\u65b0\u5143\uff0c\u8d22\u5bcc\u7ba1\u7406\u8d39\u7528\u589e\u52a017%\u3002\u5c3d\u7ba1NIM\u7565\u6709\u4e0b\u964d\u81f32.2%\uff0c\u4f46\u80a1\u672c\u56de\u62a5\u7387\u63d0\u9ad8\u81f314.2%\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u4e00\u5b63\u5ea6\u603b\u6536\u5165\u540c\u6bd4\u589e\u957f7%\u81f372.6\u4ebf\u65b0\u5143\uff0c\u51c0\u5229\u606f\u6536\u5165\u548c\u975e\u5229\u606f\u6536\u5165\u5206\u522b\u540c\u6bd4\u589e\u957f3%\u548c15%\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f9%\uff0c\u81f339.3\u4ebf\u65b0\u5143\uff0c\u800c\u4e0a\u534a\u5e74\u4e3a35.9\u4ebf\u65b0\u5143\uff0c\u4e3b\u8981\u662f\u7531\u4e8e\u521b\u7eaa\u5f55\u7684\u603b\u6536\u5165\u548c\u8f83\u4f4e\u7684\u6d25\u8d34\u3002\u8463\u4e8b\u4f1a\u5ba3\u5e03\u6d3e\u53d1\u4e2d\u671f\u80a1\u606f0.44\u65b0\u5143\uff0c\u8f83\u4e0a\u5e74\u540c\u671f\u589e\u957f10%\u62160.04\u65b0\u5143\uff0c\u5360\u96c6\u56e2\u51c0\u5229\u6da6\u768450%\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n    <img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-blue-and-white-rectangular-box-with-white-text-29.png\" class=\"wp-image-50239\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-blue-and-white-rectangular-box-with-white-text-29.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-blue-and-white-rectangular-box-with-white-text-29-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/>\n      \n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1194\" height=\"536\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-showing-a-stock-market-description-automa-8.jpeg\" alt=\"A graph showing a stock market\n\nDescription automatically generated with medium confidence\" class=\"wp-image-50240\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-showing-a-stock-market-description-automa-8.jpeg 1194w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-showing-a-stock-market-description-automa-8-300x135.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-showing-a-stock-market-description-automa-8-1024x460.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-showing-a-stock-market-description-automa-8-768x345.jpeg 768w\" sizes=\"(max-width: 1194px) 100vw, 1194px\" \/><\/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\/08\/a-long-line-of-a-white-background-description-aut-12.png\" class=\"wp-image-50241\" 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\/08\/a-long-line-of-a-white-background-description-aut-12.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-long-line-of-a-white-background-description-aut-12-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/> <\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u7f8e\u56fd\u6c49\u666e\u90e1\u8054\u5408\u623f\u5730\u4ea7\u4fe1\u6258 (UHU SP)\uff1a\u53d7\u60e0\u4e8e\u7f8e\u56fd\u7ecf\u6d4e\u6f5c\u5728\u8f6f\u7740\u9646<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.430\uff0c\u76ee\u6807\u4ef7\uff1a0.460\uff0c\u6b62\u635f\u4ef7\uff1a0.415<\/strong>\n  <\/li><li>\n    \u7f8e\u56fd\u6c49\u666e\u90e1\u8054\u5408\u623f\u5730\u4ea7\u4fe1\u6258\u662f\u4e00\u5bb6\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u516c\u53f8\u3002\u8be5\u516c\u53f8\u62e5\u6709\u5e76\u7ecf\u8425\u8d2d\u7269\u3001\u4ed3\u50a8\u3001\u6742\u8d27\u548c\u5fc5\u9700\u54c1\u96f6\u552e\u7269\u4e1a\u3002\n  <\/li><li><strong>\u5bf92024\u5e74\u7f8e\u8054\u50a8\u964d\u606f\u7684\u4e50\u89c2\u60c5\u7eea\u3002<\/strong>\u6839\u636e6\u6708\u4efd\u6700\u8fd1\u7684\u901a\u80c0\u6570\u636e\uff0c\u5e02\u573a\u9884\u8ba12024\u5e749\u6708\u53ef\u80fd\u4f1a\u964d\u606f25\u4e2a\u57fa\u70b9\u3002\u8fd9\u4e9b\u9884\u671f\u7684\u964d\u606f\u5c06\u6709\u5229\u4e8e\u8054\u5408\u6c49\u666e\u90e1\u7f8e\u56fd\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\uff0c\u964d\u4f4e\u501f\u8d37\u6210\u672c\uff0c\u63d0\u9ad8\u8d22\u52a1\u7075\u6d3b\u6027\uff0c\u5e76\u6709\u53ef\u80fd\u5438\u5f15\u66f4\u9ad8\u7684\u6295\u8d44\u8005\u5174\u8da3\u3002\u8fd9\u79cd\u6709\u5229\u7684\u5229\u7387\u73af\u5883\u7b26\u5408\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\u7684\u589e\u957f\u7b56\u7565\uff0c\u4f7f\u5176\u5728\u672a\u6765\u51e0\u4e2a\u5b63\u5ea6\u63d0\u9ad8\u76c8\u5229\u80fd\u529b\u548c\u521b\u9020\u4ef7\u503c\u3002\n  <\/li><li><strong>\u6709\u673a\u589e\u957f\u63a8\u52a8\u76c8\u5229\u80fd\u529b\u4e0a\u5347\u3002<\/strong>\u6c49\u666e\u90e1\u8054\u5408\u623f\u5730\u4ea7\u4fe1\u6258\u9884\u8ba1\u6709\u673a\u589e\u957f\u5c06\u63a8\u52a8\u76c8\u5229\u80fd\u529b\uff0c\u5229\u7528\u5927\u591a\u6570\u957f\u671f\u79df\u6237\u5408\u540c\u548c\u4f18\u8d28\u81ea\u52a9\u5b58\u50a8\u7269\u4e1a\u7684\u77ed\u671f\u79df\u8d41\u7684\u5185\u7f6e\u79df\u91d1\u4e0a\u6da8\u3002\u8fd9\u4e9b\u56e0\u7d20\u6709\u52a9\u4e8e\u6f5c\u5728\u7684\u6536\u5165\u589e\u957f\u548c\u63d0\u9ad8\u8fd0\u8425\u7ee9\u6548\u3002\n  <\/li><li><strong>\u4e3b\u52a8\u7ba1\u7406\u7684\u5229\u597d\u3002<\/strong>\u5982\u679c\u7f8e\u8054\u50a8\u5b9e\u65bd\u964d\u606f\uff0c\u6c49\u666e\u90e1\u8054\u5408\u623f\u5730\u4ea7\u4fe1\u6258\u5c06\u5728\u672a\u6765\u4e00\u5e74\u53d7\u76ca\uff0c\u901a\u8fc7\u6218\u7565\u6027\u6536\u8d2d\u548c\u64a4\u8d44\u5b9e\u73b0\u79ef\u6781\u7684\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u3002\u8fd9\u79cd\u7075\u6d3b\u6027\u51f8\u663e\u4e86\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\u9002\u5e94\u4e0d\u65ad\u53d8\u5316\u7684\u5e02\u573a\u6761\u4ef6\u548c\u4f18\u5316\u5176\u8d44\u4ea7\u57fa\u7840\u7684\u80fd\u529b\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>2024\u5e74\u4e0a\u534a\u5e74\u6536\u5165\u540c\u6bd4\u589e\u957f2.4%\u81f33,680\u4e07\u7f8e\u5143\uff0c\u800c2023\u5e74\u4e0a\u534a\u5e74\u4e3a3,600\u4e07\u7f8e\u5143\u30022024\u5e74\u4e0a\u534a\u5e74\u51c0\u5229\u6da6\u540c\u6bd4\u4e0b\u964d25.4%\u81f3967\u4e07\u7f8e\u5143\uff0c\u800c2023\u5e74\u540c\u671f\u4e3a1,296\u4e07\u7f8e\u5143\uff0c\u4e3b\u8981\u539f\u56e0\u662f\u9ad8\u5229\u7387\u3002\u5b83\u8fd8\u5265\u79bb\u4e86\u54c8\u5fb7\u900a\u8c37\u5e7f\u573a\u5185\u7684\u72ec\u7acb\u5f0fLowe \u2018s\u548c\u72ec\u7acb\u5f0fSam \u2018s Club\u7269\u4e1a\uff0c\u5265\u79bb\u5bf9\u4ef7\u4e3a3,650\u4e07\u7f8e\u5143\u3002\n  <\/li><li>\n    \u6211\u4eec\u5bf9\u57fa\u672c\u9762\u7684\u8bc4\u7ea7\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a<strong>0.60\u65b0\u5143<\/strong>\u3002<a href=\"https:\/\/www.kgieworld.sg\/research\/united-hampshire-us-reit-uhu-sp-odbu-si\/\">\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb\u62a5\u544a\u5168\u6587<\/a>\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n    <img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-blue-and-white-rectangular-box-with-white-text-30.png\" class=\"wp-image-50242\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-blue-and-white-rectangular-box-with-white-text-30.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-blue-and-white-rectangular-box-with-white-text-30-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/>\n      \n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1554\" height=\"606\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-screen-description-automatically-gen-11.jpeg\" alt=\"A graph on a screen\n\nDescription automatically generated\" class=\"wp-image-50243\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-screen-description-automatically-gen-11.jpeg 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-screen-description-automatically-gen-11-300x117.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-screen-description-automatically-gen-11-1024x399.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-screen-description-automatically-gen-11-768x299.jpeg 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-screen-description-automatically-gen-11-1536x599.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\/08\/word-image-252.png\" class=\"wp-image-50244\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-252.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-252-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-50170-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-253.png\" class=\"wp-image-50245\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-253.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-253-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-50170-_34eo5yf8y7pj\"><\/a><strong>\u745e\u58f0\u79d1\u6280(2018 HK)\uff1a\u5bf9iPhone 16\u9500\u552e\u7684\u9ad8\u671f\u671b<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a28.5\uff0c\u76ee\u6807\u4ef7\uff1a32.5\uff0c\u6b62\u635f\u4ef7\uff1a26.5<\/strong>\n  <\/li><li>\n    \u745e\u58f0\u79d1\u6280\u662f\u4e00\u5bb6\u4e2d\u56fd\u7684\u6295\u8d44\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u56db\u4e2a\u4e1a\u52a1\u90e8\u95e8\u5f00\u5c55\u4e1a\u52a1\uff1a\u5149\u5b66\u4e1a\u52a1\u90e8\u95e8\u3001\u58f0\u5b66\u4e1a\u52a1\u90e8\u95e8\u3001\u7535\u78c1\u4f20\u52a8\/\u7cbe\u5bc6\u7ed3\u6784\u4ef6\u4e1a\u52a1\u90e8\u95e8\u548c\u5fae\u673a\u7535\u7cfb\u7edf\uff08MEMS\uff09\u4e1a\u52a1\u90e8\u95e8\u3002\u8be5\u516c\u53f8\u7684\u4e3b\u8981\u4ea7\u54c1\u5305\u62ec\u58f0\u5b66\u4ea7\u54c1\u3001\u7535\u78c1\u4f20\u52a8\u53ca\u7cbe\u5bc6\u7ed3\u6784\u4ef6\u3001\u5149\u5b66\u4ea7\u54c1\u548c\u5fae\u673a\u7535\u7cfb\u7edf\u5668\u4ef6\u3002\n  <\/li><li><strong>\u5373\u5c06\u4e3e\u884c\u7684\u82f9\u679c\u5168\u7403\u5f00\u53d1\u8005\u5927\u4f1a\u3002<\/strong>\u82f9\u679c\u5c06\u4e8e\u672c\u5468\u4e3e\u884c\u5168\u7403\u5f00\u53d1\u8005\u5927\u4f1a(WWDC)\uff0c\u5c4a\u65f6\u5c06\u516c\u5e03\u65b0\u4ea7\u54c1\u3001\u6280\u672f\u8fdb\u6b65\u548c\u64cd\u4f5c\u7cfb\u7edf\u5347\u7ea7\uff0c\u5305\u62ec\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u7684\u53d1\u5c55\u3002\u8fd9\u4e9b\u516c\u544a\u53ef\u80fd\u4f1a\u5bf9\u82f9\u679c\u4ea7\u54c1\u7684\u9700\u6c42\u4ea7\u751f\u79ef\u6781\u5f71\u54cd\u3002\u56e0\u6b64\uff0c\u4f5c\u4e3a\u82f9\u679c\u4e3b\u8981\u5149\u5b66\u5143\u4ef6\u4f9b\u5e94\u5546\u4e4b\u4e00\u7684Sunny Optical\u7684\u9500\u91cf\u53ef\u80fd\u4f1a\u56e0\u6b64\u589e\u52a0\u3002\n  <\/li><li><strong>\u4eba\u5de5\u667a\u80fd\u529f\u80fd\u4fc3\u8fdb\u9500\u552e\u3002<\/strong>\u636e\u5206\u6790\u4eba\u58eb\u79f0\uff0c\u5bf9\u82f9\u679c\u65b0\u4eba\u5de5\u667a\u80fd\u529f\u80fd\u7684\u9884\u671f\u9700\u6c42\uff0c\u9884\u8ba1\u5c06\u5bfc\u81f4iPhone\u9500\u91cf\u5927\u5e45\u589e\u957f\u3002\u8fd9\u53ef\u80fd\u4f1a\u5f15\u53d1\u6240\u8c13\u7684\u201ciPhone\u8d85\u7ea7\u5468\u671f\u201d\u3002\u8fd9\u4e9b\u529f\u80fd\u53ea\u80fd\u5728iPhone 15 Pro\u6216\u66f4\u65b0\u7684\u673a\u578b\u4e0a\u4f7f\u7528\uff0c\u8fd9\u53ef\u80fd\u4f1a\u4fc3\u4f7f\u8bb8\u591a\u73b0\u6709\u7684iPhone\u7528\u6237\u5347\u7ea7\u3002\u82f9\u679c\u667a\u80fd\u76ee\u524d\u5904\u4e8e\u6d4b\u8bd5\u9636\u6bb5\uff0c\u5c06\u5728iPhone 15 Pro\u3001iPhone 15 Pro Max\u4ee5\u53ca\u642d\u8f7dM1\u6216\u66f4\u9ad8\u7248\u672c\u82af\u7247\u7684\u8bbe\u5907\u4e0a\u4f7f\u7528\u3002\u5b83\u5c06\u96c6\u6210\u5230iOS 18\u3001iPadOS 18\u548cmacOS Sequoia\u4e2d\u3002\u8fd9\u4e00\u53d1\u5c55\u53ef\u80fd\u4f1a\u5bfc\u81f4iPhone 16\u7684\u9500\u91cf\u6fc0\u589e\uff0c\u4e5f\u53ef\u80fd\u4f1a\u50ac\u751f\u4e00\u4e2a\u65b0\u7684\u4eba\u5de5\u667a\u80fd\u5e94\u7528\u5546\u5e97\uff0c\u8fd9\u5c06\u5bf9\u82f9\u679c\u7684\u5e02\u573a\u4ea7\u751f\u91cd\u5927\u5f71\u54cd\uff0c\u5e76\u63a8\u52a8iPhone\u7684\u9500\u91cf\u3002iPhone\u9500\u91cf\u7684\u589e\u957f\u4e5f\u5c06\u5bfc\u81f4\u5bf9AAC\u79d1\u6280\u7684\u96f6\u90e8\u4ef6\u9700\u6c42\u589e\u52a0\uff0c\u4ece\u800c\u4f7f\u5176\u8425\u6536\u53d7\u76ca\u3002\n  <\/li><li><strong>\u63d0\u9ad8iPhone 16\u7684\u4ea7\u91cf\u3002<\/strong>\u82f9\u679c\u4f9b\u5e94\u5546\u5bcc\u58eb\u5eb7\u6700\u8fd1\u5ba3\u5e03\uff0c\u8be5\u516c\u53f8\u5728\u4e2d\u56fd\u90d1\u5dde\u7684\u5de5\u5382\u5df2\u7ecf\u96c7\u4f63\u4e865\u4e07\u540d\u5de5\u4eba\uff0c\u4ee5\u6ee1\u8db3\u5373\u5c06\u63a8\u51fa\u7684iPhone 16\u7684\u751f\u4ea7\u9700\u6c42\u3002\u6b64\u6b21\u62db\u8058\u6b63\u503c\u82f9\u679c\u8ba1\u5212\u4eca\u5e74\u5c06iPhone\u4ea7\u91cf\u63d0\u9ad810%\uff0c\u8fbe\u52309000\u4e07\u90e8\u3002\u90d1\u5dde\u5de5\u5382\u901a\u5e38\u88ab\u79f0\u4e3a\u201ciPhone\u57ce\u201d\uff0c\u8d1f\u8d23\u7ec4\u88c5\u5168\u7403\u7ea680%\u7684iPhone\u3002\u82f9\u679c\u4e4b\u6240\u4ee5\u51b3\u5b9a\u63d0\u9ad8\u4ea7\u91cf\uff0c\u662f\u56e0\u4e3a\u4eba\u4eec\u9884\u8ba1iPhone 16\u7684\u9700\u6c42\u4f1a\u5f88\u9ad8\uff0c\u5c24\u5176\u662f\u7531\u4e8e\u82f9\u679c\u667a\u80fd\u624b\u673a(Apple Intelligence)\u7684\u65b0\u529f\u80fd\u3002\u8fd9\u4e9b\u4eba\u5de5\u667a\u80fd\u529f\u80fd\u5c06\u53ea\u5728iPhone 15 Pro\u578b\u53f7\u548c\u6574\u4e2aiPhone 16\u7cfb\u5217\u4e0a\u63d0\u4f9b\uff0c\u4eca\u5e74\u53ef\u80fd\u4f1a\u6709\u66f4\u591a\u7684\u5347\u7ea7\u3002\u9884\u8ba1\u4ea7\u91cf\u7684\u589e\u52a0\u5c06\u5bf9AAC\u6280\u672f\u516c\u53f8\u4ea7\u751f\u79ef\u6781\u5f71\u54cd\uff0c\u8be5\u516c\u53f8\u7684\u4e3b\u8981\u5ba2\u6237\u5305\u62ec\u82f9\u679c\u3002\n  <\/li><li><strong>Siri\u66f4\u65b0\u6d88\u606f\u3002<\/strong>\u82f9\u679c\u8ba1\u5212\u7528\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u6765\u589e\u5f3aSiri\uff0c\u4f7f\u5176\u80fd\u591f\u66f4\u6709\u6548\u5730\u63a7\u5236\u5404\u79cd\u5e94\u7528\u7a0b\u5e8f\u3002\u8fd9\u6b21\u5347\u7ea7\u65e8\u5728\u63d0\u9ad8Siri\u5bf9\u7528\u6237\u610f\u56fe\u548c\u5e94\u7528\u529f\u80fd\u7684\u7406\u89e3\uff0c\u89e3\u51b3\u4e4b\u524d\u7684\u6311\u6218\u3002\u4e0eOpenAI\u7684\u6f5c\u5728\u5408\u4f5c\u53ef\u80fd\u4f1a\u5c06ChatGPT\u7684\u6280\u672f\u6574\u5408\u5230iOS 18\u4e2d\uff0c\u4f7fSiri\u66f4\u52a0\u76f4\u89c2\u548c\u4e0a\u4e0b\u6587\u611f\u77e5\u3002\u6b64\u6b21\u66f4\u65b0\u9884\u8ba1\u5c06\u63d0\u632fiPhone\u7684\u9500\u552e\uff0c\u5c24\u5176\u662f\u5728\u82f9\u679c\u5728\u4e2d\u56fd\u9762\u4e34\u7ade\u4e89\u3001\u7f8e\u56fd\u589e\u957f\u653e\u7f13\u7684\u60c5\u51b5\u4e0b\u3002Siri\u5c06\u652f\u6301\u66f4\u591a\u7684\u81ea\u7136\u8bed\u8a00\u3001\u540e\u7eed\u95ee\u9898\u548c\u6587\u672c\u8f93\u5165\uff0c\u540c\u65f6\u8fd8\u53ef\u4ee5\u6839\u636e\u5c4f\u5e55\u5185\u5bb9\u6267\u884c\u4efb\u52a1\uff0c\u5e76\u5229\u7528\u4e2a\u4eba\u80cc\u666f\u8fdb\u884c\u66f4\u590d\u6742\u7684\u64cd\u4f5c\u30026\u670810\u65e5\uff0c\u82f9\u679c\u53d1\u5e03\u4e86\u6539\u8fdb\u7248\u7684Siri\uff0c\u5e76\u5728\u4e00\u4e9b\u5e94\u7528\u7a0b\u5e8f\u4e2d\u5f15\u5165\u4e86\u4eba\u5de5\u667a\u80fd\u529f\u80fd\u3002\u82f9\u679c\u5ba3\u5e03\u7684\u589e\u5f3a\u529f\u80fd\u5c06\u9700\u8981AAC\u79d1\u6280\u516c\u53f8\u4e3a\u8fd9\u6b3e\u624b\u673a\u63d0\u4f9b\u65b0\u7684\u7ec4\u4ef6\uff0c\u8fd9\u53cd\u8fc7\u6765\u5c06\u6709\u5229\u4e8e\u5176\u58f0\u5b66\u4e1a\u52a1\u6536\u5165\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u4e1a\u7ee9\u3002<\/strong>23\u8d22\u5e74\u6536\u5165\u540c\u6bd4\u4e0b\u964d1.0%\u81f3204.19\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c22\u8d22\u5e74\u4e3a206.25\u4ebf\u5143\u4eba\u6c11\u5e01\u300223\u8d22\u5e74\u51c0\u5229\u6da6\u4e3a\u4eba\u6c11\u5e017.4\u4ebf\u5143\uff0c\u540c\u6bd4\u4e0b\u964d9.9%\uff0c22\u8d22\u5e74\u4e3a\u4eba\u6c11\u5e018.21\u4ebf\u5143\u300223\u8d22\u5e74\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u4e0b\u964d8.3%\u81f30.63\u5143\u4eba\u6c11\u5e01\uff0c22\u8d22\u5e74\u4e3a0.69\u5143\u4eba\u6c11\u5e01\u3002\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\/08\/word-image-254.png\" class=\"wp-image-50246\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-254.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-254-300x64.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=\"1194\" height=\"536\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-25.jpeg\" alt=\"\" class=\"wp-image-50247\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-25.jpeg 1194w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-25-300x135.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-25-1024x460.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-25-768x345.jpeg 768w\" sizes=\"(max-width: 1194px) 100vw, 1194px\" \/><\/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\/08\/word-image-255.png\" class=\"wp-image-50248\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-255.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-255-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u817e\u8baf (700 HK)\uff1a\u538b\u5012\u6027\u7684\u65b0\u6e38\u620f\u53d1\u5e03<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a366\uff0c\u76ee\u6807\u4ef7\uff1a400\uff0c\u6b62\u635f\u4ef7\uff1a347<\/strong><\/li><li>\u817e\u8baf\u63a7\u80a1\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u63d0\u4f9b\u589e\u503c\u670d\u52a1\uff08VAS\uff09\u3001\u7f51\u7edc\u5e7f\u544a\u670d\u52a1\u4ee5\u53ca\u91d1\u878d\u79d1\u6280\u53ca\u4f01\u4e1a\u670d\u52a1\u7684\u6295\u8d44\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u901a\u8fc7\u56db\u4e2a\u5206\u90e8\u5f00\u5c55\u4e1a\u52a1\u3002\u589e\u503c\u670d\u52a1\u5206\u90e8\u4e3b\u8981\u4ece\u4e8b\u63d0\u4f9b\u7f51\u7edc\u6e38\u620f\u3001\u89c6\u9891\u53f7\u76f4\u64ad\u670d\u52a1\u548c\u89c6\u9891\u4ed8\u8d39\u4f1a\u5458\u670d\u52a1\u7b49\u793e\u4ea4\u7f51\u7edc\u670d\u52a1\u3002\u7f51\u7edc\u5e7f\u544a\u5206\u90e8\u4e3b\u8981\u4ece\u4e8b\u5a92\u4f53\u5e7f\u544a\u3001\u793e\u4ea4\u53ca\u5176\u4ed6\u5e7f\u544a\u4e1a\u52a1\u3002\u91d1\u878d\u79d1\u6280\u53ca\u4f01\u4e1a\u670d\u52a1\u4e3b\u8981\u63d0\u4f9b\u5546\u4e1a\u652f\u4ed8\u3001\u91d1\u878d\u79d1\u6280\u53ca\u4e91\u670d\u52a1\u3002\u5176\u4ed6\u5206\u90e8\u4e3b\u8981\u4ece\u4e8b\u6295\u8d44\u3001\u4e3a\u7b2c\u4e09\u65b9\u5236\u4f5c\u4e0e\u53d1\u884c\u7535\u5f71\u53ca\u7535\u89c6\u8282\u76ee\u3001\u5185\u5bb9\u6388\u6743\uff0c\u5546\u54c1\u9500\u552e\u53ca\u5176\u4ed6\u6d3b\u52a8\u3002<\/li><li><strong>\u65b0\u6e38\u620f\u7684\u53d1\u5e03\u521b\u9020\u4e86\u6e38\u620f\u5386\u53f2\u3002<\/strong>\u7531\u817e\u8baf\u63a7\u80a1\u6709\u9650\u516c\u53f8\u652f\u6301\u7684\u4e2d\u56fd\u6e38\u620f\u300a\u9ed1\u795e\u8bdd:\u609f\u7a7a\u300b\u5728\u6628\u5929\u53d1\u5e03\u7684\u51e0\u4e2a\u5c0f\u65f6\u5185\u5c31\u6210\u4e3aSteam\u4e0a\u7b2c\u56db\u5927\u6e38\u620f\u3002\u6839\u636eSteamDB\u7684\u6570\u636e\uff0c\u8fd9\u6b3e\u52a8\u4f5c\u5192\u9669\u6e38\u620f\u7684\u5e76\u53d1\u73a9\u5bb6\u6570\u91cf\u8d85\u8fc7\u4e86130\u4e07\uff0c\u8d85\u8fc7\u4e86\u300a\u8d5b\u535a\u670b\u514b2077\u300b\u548c\u300a\u91d1\u73af\u300b\u7b49\u5907\u53d7\u671f\u5f85\u7684\u6e38\u620f\u7684\u9996\u53d1\u8bb0\u5f55\u3002\u8fd9\u4e00\u5f3a\u52b2\u7684\u521d\u6b65\u8868\u73b0\u8868\u660e\uff0c\u4e2d\u56fd\u89c4\u6a21\u8fbe400\u4ebf\u7f8e\u5143\u7684\u6e38\u620f\u4e1a\u53ef\u80fd\u51fa\u73b0\u590d\u82cf\u3002\u8fd1\u5e74\u6765\uff0c\u4e2d\u56fd\u6e38\u620f\u4e1a\u4e00\u76f4\u53d7\u5230\u4e25\u683c\u7684\u76d1\u7ba1\u5ba1\u67e5\u3002<\/li><li><strong>\u4eba\u5de5\u667a\u80fd\u53d1\u5c55\u7684\u653f\u7b56\u652f\u6301\u3002<\/strong>\u81ea\u4eca\u5e74\u5e74\u521d\u4ee5\u6765\uff0c\u4e2d\u56fd\u653f\u5e9c\u5df2\u7ecf\u5b9e\u65bd\u4e86\u5404\u79cd\u653f\u7b56\u6765\u4fc3\u8fdb\u548c\u89c4\u8303\u4eba\u5de5\u667a\u80fd(AI)\u884c\u4e1a\u7684\u53d1\u5c55\u3002\u6700\u8fd1\uff0c\u4ed6\u4eec\u5ba3\u5e03\u4e86\u65b0\u7684\u6307\u5bfc\u65b9\u9488\uff0c\u660e\u786e\u4e86\u5728\u6211\u56fd\u53d1\u5c55\u4eba\u5de5\u667a\u80fd\u6807\u51c6\u4f53\u7cfb\u7684\u4e03\u4e2a\u5173\u952e\u9886\u57df\uff0c\u5305\u62ec\u5173\u952e\u6280\u672f\u3001\u667a\u80fd\u4ea7\u54c1\u548c\u670d\u52a1\u4ee5\u53ca\u884c\u4e1a\u5e94\u7528\u7684\u6807\u51c6\u3002\u6839\u636e\u8fd9\u4e9b\u6307\u5bfc\u610f\u89c1\uff0c\u4e2d\u56fd\u7684\u76ee\u6807\u662f\u52302026\u5e74\u5236\u5b9a50\u591a\u4e2a\u4eba\u5de5\u667a\u80fd\u56fd\u5bb6\u548c\u884c\u4e1a\u6807\u51c6\uff0c\u5e76\u5efa\u7acb\u4e00\u4e2a\u5168\u9762\u7684\u6807\u51c6\u4f53\u7cfb\uff0c\u4ee5\u786e\u4fdd\u8be5\u884c\u4e1a\u7684\u9ad8\u8d28\u91cf\u53d1\u5c55\u3002\u817e\u8baf\u5c06\u4ece\u8fd9\u4e9b\u4ee5\u4eba\u5de5\u667a\u80fd\u4e3a\u91cd\u70b9\u7684\u653f\u7b56\u4e2d\u53d7\u76ca\u532a\u6d45\u3002<\/li><li><strong>\u8fdb\u4e00\u6b65\u6279\u51c6\u6e38\u620f\u3002<\/strong>\u4e2d\u56fd\u6e38\u620f\u884c\u4e1a\u7ee7\u7eed\u53cd\u5f39\uff0c2024\u5e747\u6708105\u6b3e\u65b0\u89c6\u9891\u6e38\u620f\u83b7\u6279\u4e0a\u5e02\uff0c\u5168\u5e74\u7684\u6279\u51c6\u6570\u91cf\u4fdd\u6301\u7a33\u5b9a\u3002\u5728\u6700\u65b0\u7684\u4e00\u6279\u6e38\u620f\u4e2d\uff0c\u503c\u5f97\u6ce8\u610f\u7684\u5305\u62ec\u817e\u8baf\u7684\u300aArena Breakout: Infinite\u300b\u548cMihoyo\u7684\u300a\u661f\u6b65\u53e4\u7b1b\u300b\u3002\u5728\u6b64\u4e4b\u524d\uff0c2024\u5e741\u6708\u6279\u51c6\u4e86115\u4e2a\u9879\u76ee\uff0c\u8fd9\u662f18\u4e2a\u6708\u6765\u6700\u5927\u7684\u4e00\u6279\uff0c\u8fd9\u6781\u5927\u5730\u63d0\u632f\u4e86\u5e02\u573a\u4fe1\u5fc3\u3002\u81ea\u653f\u5e9c\u4e8e2023\u5e74\u6062\u590d\u5ba1\u6279\u65b0\u6e38\u620f\u724c\u7167\u4ee5\u6765\uff0c\u4e2d\u56fd\u6e38\u620f\u5e02\u573a\u4e00\u76f4\u5728\u597d\u8f6c\uff0c\u53bb\u5e74\u589e\u957f\u8fd114%\uff0c\u8fbe\u5230\u8fd13030\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u6e38\u620f\u73a9\u5bb6\u4eba\u6570\u8fbe\u5230\u521b\u7eaa\u5f55\u76846.68\u4ebf\u4eba\u3002\u65b0\u6e38\u620f\u7684\u6301\u7eed\u6279\u51c6\u548c\u6e38\u620f\u5e02\u573a\u7684\u590d\u82cf\u9884\u8ba1\u5c06\u8fdb\u4e00\u6b65\u63a8\u52a8\u8be5\u884c\u4e1a\u516c\u53f8\u7684\u9500\u552e\u3002<\/li><li><strong>\u6295\u8d44\u4eba\u5de5\u667a\u80fd\u3002<\/strong>\u817e\u8baf\u6700\u8fd1\u5ba3\u5e03\uff0c\u53c2\u4e0e\u4e86\u4e2d\u56fd\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u521d\u521b\u516c\u53f8Moonshot\u8d85\u8fc73\u4ebf\u7f8e\u5143\u7684\u4e00\u8f6e\u878d\u8d44\uff0c\u5c06\u540e\u8005\u7684\u4f30\u503c\u63d0\u9ad8\u81f333\u4ebf\u7f8e\u5143\u3002\u6b64\u4e3e\u53cd\u6620\u4e86\u817e\u8baf\u7684\u6218\u7565\uff0c\u5373\u5728\u7ade\u4e89\u6fc0\u70c8\u7684\u4eba\u5de5\u667a\u80fd\u9886\u57df\u652f\u6301\u6709\u524d\u9014\u7684\u4f01\u4e1a\uff0c\u4e0e\u5176\u7ade\u4e89\u5bf9\u624b\u963f\u91cc\u5df4\u5df4\u7c7b\u4f3c\u3002\u5bf9Moonshot\u7684\u6295\u8d44\u662f\u5927\u91cf\u8d44\u672c\u6d41\u5165\u4e2d\u56fd\u4eba\u5de5\u667a\u80fd\u516c\u53f8\u7684\u66f4\u5e7f\u6cdb\u8d8b\u52bf\u7684\u4e00\u90e8\u5206\uff0c\u4e3b\u8981\u79d1\u6280\u516c\u53f8\u548c\u98ce\u9669\u8d44\u672c\u5bb6\u5927\u4e3e\u6295\u8d44\uff0c\u4ee5\u5728\u4eba\u5de5\u667a\u80fd\u5e02\u573a\u5efa\u7acb\u5f3a\u5927\u7684\u5f71\u54cd\u529b\u3002\u63a8\u52a8\u4eba\u5de5\u667a\u80fd\u4e3b\u5bfc\u5730\u4f4d\u7684\u76ee\u7684\u662f\u586b\u8865\u7c7b\u4f3c\u4e8e\u7f8e\u56fdChatGPT\u7684\u5e02\u573a\u7a7a\u767d\u3002<\/li><li><strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u3002<\/strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u6536\u5165\u540c\u6bd4\u589e\u957f7.2%\u81f3\u4eba\u6c11\u5e013,206\u4ebf\u5143\uff0c\u800c2023\u8d22\u5e74\u4e0a\u534a\u5e74\u4e3a\u4eba\u6c11\u5e012,992\u4ebf\u5143\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f72.1%\uff0c\u81f3895\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c2023\u5e74\u540c\u671f\u4e3a520\u4ebf\u5143\u4eba\u6c11\u5e01\u300224\u8d22\u5e74\u4e0a\u534a\u5e74\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4e3a9.59\u5143\uff0c23\u8d22\u5e74\u540c\u671f\u4e3a5.49\u5143\u3002<\/li><li><strong>\u5e02\u573a\u5171\u8bc6<\/strong><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"777\" height=\"166\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-88.png\" alt=\"\" class=\"wp-image-50329\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-88.png 777w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-88-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-88-768x164.png 768w\" sizes=\"(max-width: 777px) 100vw, 777px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"407\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-90.png\" alt=\"\" class=\"wp-image-50336\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-90.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-90-300x130.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-90-768x333.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/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\/08\/word-image-256.png\" alt=\"\" class=\"wp-image-50251\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-256.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-256-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-50170-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-257.png\" class=\"wp-image-50252\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-257.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-257-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-257-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u6069\u585e\u56e0 (ENSG US)\uff1a\u53d7\u60e0\u4eba\u53e3\u8001\u9f84\u5316\u7ea2\u5229<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a140\uff0c\u76ee\u6807\u4ef7\uff1a154\uff0c\u6b62\u635f\u4ef7\uff1a133<\/strong>\n  <\/li><li>\n    \u516c\u53f8\u5728\u591a\u4e2a\u5dde\u7ecf\u8425\u63d0\u4f9b\u62a4\u7406\u548c\u5eb7\u590d\u62a4\u7406\u670d\u52a1\u7684\u8bbe\u65bd\u3002\u8be5\u516c\u53f8\u4e3a\u957f\u671f\u5c45\u6c11\u548c\u77ed\u671f\u5eb7\u590d\u60a3\u8005\u63d0\u4f9b\u5e7f\u6cdb\u7684\u62a4\u7406\u548c\u8f85\u52a9\u751f\u6d3b\uff0c\u7269\u7406\uff0c\u804c\u4e1a\u548c\u8bed\u8a00\u6cbb\u7597\u4ee5\u53ca\u5176\u4ed6\u5eb7\u590d\u548c\u533b\u7597\u4fdd\u5065\u670d\u52a1\u3002\n  <\/li><li><strong>\u5177\u6709\u9632\u5fa1\u548c\u6210\u957f\u5c5e\u6027\u3002<\/strong>\u516c\u53f8\u7684\u4e1a\u52a1\u5728\u8fc7\u53bb\u51e0\u5e74\u4e2d\u7a33\u6b65\u6269\u5f20\uff0c\u663e\u793a\u51fa\u5728\u7ecf\u6d4e\u5468\u671f\u4e2d\u7684\u5f39\u6027\u3002\u8fd9\u79cd\u9632\u5fa1\u5c5e\u6027\u4e0e\u7f8e\u56fd\u4eba\u53e3\u8fc5\u901f\u8001\u9f84\u5316\u63a8\u52a8\u7684\u5f3a\u52b2\u589e\u957f\u524d\u666f\u76f8\u8f85\u76f8\u6210\u3002\u6839\u636e\u4eba\u53e3\u8d44\u6599\u5c40\u7684\u6570\u636e\uff0c65\u5c81\u53ca\u4ee5\u4e0a\u7684\u7f8e\u56fd\u4eba\u6570\u91cf\u5c06\u4ece2022\u5e74\u76845800\u4e07\u6fc0\u589e\u52302050\u5e74\u76848200\u4e07\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u5728\u540c\u4e00\u65f6\u671f\uff0c\u8001\u5e74\u62a4\u7406\u670d\u52a1\u7684\u7f3a\u53e3\u5c06\u4ece600\u4e07\u589e\u52a0\u52301300\u4e07\u3002\u8fd9\u79cd\u5bf9\u62a4\u7406\u7684\u8fc5\u901f\u589e\u957f\u7684\u9700\u6c42\u4f7f\u516c\u53f8\u5728\u672a\u6765\u7684\u663e\u8457\u589e\u957f\u4e2d\u5904\u4e8e\u6709\u5229\u5730\u4f4d\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7f8e\u56fd\u4eba\u53e3\u5c55\u671b- 2024\u5e74\u81f32054\u5e74<\/strong>\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"825\" height=\"419\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-of-green-lines-description-automatically.png\" alt=\"A graph of green lines\n\nDescription automatically generated with medium confidence\" class=\"wp-image-50253\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-of-green-lines-description-automatically.png 825w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-of-green-lines-description-automatically-300x152.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-of-green-lines-description-automatically-768x390.png 768w\" sizes=\"(max-width: 825px) 100vw, 825px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: <a href=\"https:\/\/www.cbo.gov\/publication\/59899\">CBO<\/a>)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>24\u8d22\u5e74\u7b2c\u4e8c\u5b63\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u6536\u5165\u540c\u6bd4\u589e\u957f12.5%\u81f310.4\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a1.32\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\/08\/a-blue-and-white-rectangular-object-with-numbers-11.png\" alt=\"A blue and white rectangular object with numbers\n\nDescription automatically generated\" class=\"wp-image-50254\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-blue-and-white-rectangular-object-with-numbers-11.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-blue-and-white-rectangular-object-with-numbers-11-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1194\" height=\"536\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-with-green-and-red-lines-description-auto-1.jpeg\" alt=\"A graph with green and red lines\n\nDescription automatically generated\" class=\"wp-image-50255\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-with-green-and-red-lines-description-auto-1.jpeg 1194w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-with-green-and-red-lines-description-auto-1-300x135.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-with-green-and-red-lines-description-auto-1-1024x460.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-with-green-and-red-lines-description-auto-1-768x345.jpeg 768w\" sizes=\"(max-width: 1194px) 100vw, 1194px\" \/><\/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\/08\/a-long-line-of-a-flag-description-automatically-g-12.png\" class=\"wp-image-50256\" alt=\"A long line of a flag\n\nDescription automatically generated with medium confidence\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-long-line-of-a-flag-description-automatically-g-12.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-long-line-of-a-flag-description-automatically-g-12-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-long-line-of-a-flag-description-automatically-g-12-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><strong> <\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u6234\u5c14\u79d1\u6280 (DELL US)\uff1a\u6765\u81eaPC\u5347\u7ea7\u5468\u671f\u548cAI\u6d6a\u6f6e\u7684\u987a\u98ce<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\u6b62\u635f\uff1a\u4e70\u5165\u4ef7\uff1a105\uff0c\u76ee\u6807\u4ef7\uff1a130\uff0c\u6b62\u635f\u4ef7\uff1a93<\/strong>\n  <\/li><li>\n    \u6234\u5c14\u79d1\u6280\u516c\u53f8\u63d0\u4f9b\u7535\u8111\u4ea7\u54c1\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u7b14\u8bb0\u672c\u7535\u8111\u3001\u53f0\u5f0f\u673a\u3001\u5e73\u677f\u7535\u8111\u3001\u5de5\u4f5c\u7ad9\u3001\u670d\u52a1\u5668\u3001\u663e\u793a\u5668\u3001\u6253\u5370\u673a\u3001\u7f51\u5173\u3001\u8f6f\u4ef6\u3001\u5b58\u50a8\u548c\u7f51\u7edc\u4ea7\u54c1\u3002\u6234\u5c14\u79d1\u6280\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002\n  <\/li><li><strong>\u5168\u7403\u4e2a\u4eba\u7535\u8111\u590d\u82cf\u5c06\u5728\u4eca\u5e74\u4e0b\u534a\u5e74\u7ee7\u7eed\u3002<\/strong>IDC\u7684\u4e00\u4efd\u62a5\u544a\u663e\u793a\uff0c\u4f20\u7edfPC\u5e02\u573a\u5728\u8fde\u7eed8\u4e2a\u5b63\u5ea6\u4e0b\u6ed1\u540e\uff0c\u8fce\u6765\u4e86\u7b2c\u4e8c\u5b63\u5ea6\u7684\u589e\u957f\u3002\u7b2c\u4e8c\u5b63\u5ea6\uff0c\u5168\u7403\u51fa\u8d27\u91cf\u8fbe\u52306490\u4e07\u53f0\uff0c\u540c\u6bd4\u589e\u957f3.0%\u3002\u5982\u679c\u4e0d\u5305\u62ec\u4e2d\u56fd\uff0c\u5168\u7403\u51fa\u8d27\u91cf\u540c\u6bd4\u589e\u957f\u8d85\u8fc75%\u3002\u9884\u8ba1\u4eba\u5de5\u667a\u80fd\u4e2a\u4eba\u7535\u8111\u5c06\u5728\u77ed\u671f\u5185\u5e26\u52a8\u5546\u7528\u5e02\u573a\u7684\u9700\u6c42\u3002\u81ea2020\u5e74COVID-19\u5927\u6d41\u884c\u5f00\u59cb\u4ee5\u6765\uff0c\u6211\u4eec\u5df2\u7ecf\u8fbe\u5230\u4e86\u56db\u5e74\u7684\u6807\u5fd7\uff0c\u9884\u8ba1PC\u5546\u4e1a\u66f4\u65b0\u5468\u671f\u5c06\u5f00\u59cb\u3002\u6b64\u5916\uff0c\u968f\u7740\u5e93\u5b58\u6c34\u5e73\u6062\u590d\u6b63\u5e38\uff0c\u7531\u4e8e\u66f4\u5148\u8fdb\u7684\u914d\u7f6e\u548c\u51cf\u5c11\u7684\u6298\u6263\uff0c\u5e73\u5747\u9500\u552e\u4ef7\u683c\u9884\u8ba1\u4f1a\u589e\u52a0\u3002\u56e0\u6b64\uff0c\u62a5\u544a\u9884\u8ba1\u4e2a\u4eba\u7535\u8111\u7684\u590d\u82cf\u5c06\u6301\u7eed\u4e0b\u53bb\u3002\n  <\/li><li><strong>\u5408\u4f5c\u8fd0\u8425\u65b0\u5e73\u53f0\u3002<\/strong>\u6234\u5c14\u548cNutanix\u5df2\u7ecf\u6269\u5927\u4e86\u4ed6\u4eec\u7684\u957f\u671f\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\uff0c\u4e3aVMware\u63d0\u4f9b\u4e00\u4e2a\u6709\u7ade\u4e89\u529b\u7684\u66ff\u4ee3\u65b9\u6848\uff0c\u7279\u522b\u662f\u9488\u5bf9\u90a3\u4e9b\u5bf9\u535a\u901a\u6240\u6709\u6743\u4e0b\u7684\u53d8\u5316\u4e0d\u6ee1\u610f\u7684\u5ba2\u6237\u3002\u6b64\u6b21\u5408\u4f5c\u5c06Nutanix\u7684\u8f6f\u4ef6\u4e0e\u6234\u5c14\u7684PowerEdge\u670d\u52a1\u5668\u548cPowerFlex\u5b58\u50a8\u96c6\u6210\u5728\u4e00\u8d77\uff0c\u65e8\u5728\u4ece\u5fc3\u6000\u4e0d\u6ee1\u7684VMware\u7528\u6237\u90a3\u91cc\u593a\u53d6\u5e02\u573a\u4efd\u989d\u3002\u5168\u65b0\u7684\u6234\u5c14XC Plus\u8bbe\u5907\u662f\u4e00\u79cd\u4ea4\u94a5\u5319\u8d85\u878d\u5408\u57fa\u7840\u8bbe\u65bd(HCI)\u89e3\u51b3\u65b9\u6848\uff0c\u662f\u8be5\u6218\u7565\u7684\u6838\u5fc3\uff0c\u4e3a\u6df7\u5408\u4e91\u73af\u5883\u63d0\u4f9b\u4e86\u7b80\u5316\u7684\u7ba1\u7406\u548c\u53ef\u6269\u5c55\u6027\u3002\u53cc\u65b9\u7684\u5408\u4f5c\u5c06\u8fdb\u4e00\u6b65\u6269\u5927\uff0c\u53ef\u80fd\u52a0\u5267HCI\u5e02\u573a\u7684\u7ade\u4e89\uff0c\u5e76\u4f7f\u6234\u5c14\u5728\u8ba1\u7b97\u9886\u57df\u83b7\u5f97\u7ade\u4e89\u4f18\u52bf\u3002\n  <\/li><li><strong>\u964d\u4f4e\u6210\u672c\u3002<\/strong>\u6234\u5c14\u6b63\u5728\u88c1\u5458\uff0c\u8fd9\u662f\u5176\u91cd\u7ec4\u8ba1\u5212\u7684\u4e00\u90e8\u5206\uff0c\u91cd\u7ec4\u7684\u91cd\u70b9\u662f\u7cbe\u7b80\u9500\u552e\u56e2\u961f\uff0c\u5e76\u4f18\u5148\u8003\u8651\u5bf9\u4eba\u5de5\u667a\u80fd\u4ea7\u54c1\u548c\u670d\u52a1\u7684\u6295\u8d44\u3002\u8be5\u516c\u53f8\u6b63\u5728\u521b\u5efa\u4e00\u4e2a\u4ee5\u4eba\u5de5\u667a\u80fd\u4e3a\u91cd\u70b9\u7684\u65b0\u90e8\u95e8\uff0c\u5e76\u8c03\u6574\u5176\u6570\u636e\u4e2d\u5fc3\u9500\u552e\u65b9\u5f0f\u3002\u5c3d\u7ba1\u6295\u8d44\u8005\u5bf9\u6234\u5c14\u7684\u4eba\u5de5\u667a\u80fd\u80fd\u529b\u8d8a\u6765\u8d8a\u611f\u5174\u8da3\uff0c\u4f46\u4eba\u4eec\u5bf9\u8fd9\u79cd\u6295\u8d44\u7684\u957f\u671f\u56de\u62a5\u611f\u5230\u62c5\u5fe7\u3002\u8be5\u516c\u53f8\u5df2\u7ecf\u57282023\u5e74\u65e9\u4e9b\u65f6\u5019\u88c1\u54581.3\u4e07\u4eba\uff0c\u5176\u76ee\u6807\u662f\u901a\u8fc7\u88c1\u5458\u6765\u7626\u8eab\u3002\u5c3d\u7ba1\u4f20\u7edfPC\u5e02\u573a\u9762\u4e34\u6311\u6218\uff0c\u4f46\u6234\u5c14\u4ecd\u5bf9\u672a\u6765\u7684\u589e\u957f\u6301\u4e50\u89c2\u6001\u5ea6\uff0c\u5c24\u5176\u662f\u4eba\u5de5\u667a\u80fd\u4f18\u5316\u7684PC\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u3002<\/strong>\u6536\u5165\u540c\u6bd4\u589e\u957f6.2%\u81f3222\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f5.5\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a1.27\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.02\u7f8e\u5143\u3002\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\/08\/a-blue-and-white-rectangular-object-with-white-tex-3.png\" alt=\"A blue and white rectangular object with white text\n\nDescription automatically generated\" class=\"wp-image-50257\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-blue-and-white-rectangular-object-with-white-tex-3.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-blue-and-white-rectangular-object-with-white-tex-3-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1554\" height=\"606\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-26.jpeg\" alt=\"\" class=\"wp-image-50259\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-26.jpeg 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-26-300x117.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-26-1024x399.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-26-768x299.jpeg 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-26-1536x599.jpeg 1536w\" sizes=\"(max-width: 1554px) 100vw, 1554px\" \/><\/figure>\n\n\n\n<h5 class=\"wp-block-heading\">(Source: Bloomberg)<\/h5>\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-50170-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-258.png\" class=\"wp-image-50260\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-258.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-258-300x64.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\/08\/word-image-259.png\" alt=\"\" class=\"wp-image-50261\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-259.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-259-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Add AAC Technologies (2018 HK) at HK$28.5. Cut loss on Yangzijiang Shipbuilding (YZJSGD SP) at S$2.5 and Lenovo Group Ltd (992 HK) at HK$9.4. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"941\" height=\"493\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-95.png\" alt=\"\" class=\"wp-image-50349\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-95.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-95-300x157.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-95-768x402.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/t.me\/kgisg\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/word-image-69.png\" alt=\"\" class=\"wp-image-15031\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/word-image-69.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/word-image-69-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/a><\/figure>\n\n\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 \u534e\u4fa8\u94f6\u884c (OCBC SP)\uff1a\u964d\u606f\u523a\u6fc0\u8d37\u6b3e\u589e\u957f \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a14.2\uff0c\u76ee\u6807\u4ef7\uff1a15.4\uff0c\u6b62\u635f\u4ef7\uff1a13.6 \u534e\u4fa8\u94f6\u884c\u6709\u9650\u516c\u53f8\u63d0\u4f9b\u5168\u9762\u7684\u91d1\u878d\u670d\u52a1\u3002\u516c\u53f8\u7684\u4e1a\u52a1\u5305\u62ec\u5b58\u6b3e\u3001\u516c\u53f8\u3001\u4f01\u4e1a\u548c\u4e2a\u4eba\u8d37\u6b3e\u3001\u56fd\u9645\u8d38\u6613\u878d\u8d44\u3001\u6295\u8d44\u94f6\u884c\u3001\u79c1\u4eba\u94f6\u884c\u3001\u91d1\u5e93\u3001\u80a1\u7968\u7ecf\u7eaa\u3001\u4fdd\u9669\u3001\u4fe1\u7528\u5361\u3001\u73b0\u91d1\u7ba1\u7406\u3001\u8d44\u4ea7\u7ba1\u7406\u7b49\u91d1\u878d\u670d\u52a1 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\u8d37\u6b3e\u7ec4\u5408\u591a\u5143\u5316\u3002\u534e\u4fa8\u94f6\u884c\u5728\u4eca\u5e744\u6708\u63a8\u51fa\u4e86\u4e00\u9879\u65e8\u5728\u52a0\u901f\u5973\u6027\u9886\u5bfc\u7684\u4e2d\u5c0f\u4f01\u4e1a\u589e\u957f\u7684\u8ba1\u5212\u540e\uff0c\u5bf9\u5973\u6027\u62e5\u6709\u7684\u4f01\u4e1a\u7684\u8d37\u6b3e\u5927\u5e45\u589e\u52a0\uff0c\u5728\u542f\u52a8\u540e\u7684\u4e24\u4e2a\u6708\u5185\u589e\u957f\u4e8630%\u4ee5\u4e0a\u3002\u8fd9\u8d85\u8fc7\u4e86\u7537\u6027\u6240\u6709\u4f01\u4e1a\u7684\u8d37\u6b3e\u589e\u957f\uff0c\u540e\u8005\u540c\u671f\u589e\u957f\u4e8620%\u4ee5\u4e0a\u3002\u8be5\u9879\u76ee\u73b0\u5728\u88ab\u79f0\u4e3a\u201c\u5973\u6027\u65e0\u9650\u201d(Women Unlimited)\uff0c\u5305\u62ec\u6269\u5927\u4e2d\u5c0f\u4f01\u4e1a\u83b7\u5f97\u53ef\u6301\u7eed\u878d\u8d44\u7684\u6e20\u9053\uff0c\u5e76\u4e3a\u5973\u6027\u521b\u529e\u7684\u521d\u521b\u4f01\u4e1a\u5728\u5934\u4e24\u5e74\u5185\u63d0\u4f9b\u9ad8\u8fbe10\u4e07\u65b0\u5143\u7684\u878d\u8d44\u3002\u5b83\u8fd8\u63d0\u4f9b\u6559\u80b2\u7814\u8ba8\u4f1a\u3001\u4ea4\u6d41\u673a\u4f1a\uff0c\u5e76\u8ba1\u5212\u5c06\u533a\u57df\u6269\u5c55\u5230\u9a6c\u6765\u897f\u4e9a\u548c\u9999\u6e2f\u3002\u8fd9\u4e00\u4e3e\u63aa\u901a\u8fc7\u4fc3\u8fdb\u5973\u6027\u4e3b\u5bfc\u7684\u4e2d\u5c0f\u4f01\u4e1a\u7684\u589e\u957f\uff0c\u4f7f\u5176\u8d37\u6b3e\u7ec4\u5408\u591a\u6837\u5316\uff0c\u5e76\u901a\u8fc7\u6709\u9488\u5bf9\u6027\u7684\u652f\u6301\u548c\u6269\u5927\u7684\u670d\u52a1\u63d0\u9ad8\u5ba2\u6237\u5fe0\u8bda\u5ea6\uff0c\u52a0\u5f3a\u4e86\u534e\u4fa8\u94f6\u884c\u7684\u5e02\u573a\u5730\u4f4d\u3002 \u534e\u4fa8\u94f6\u884c\u80a1\u4ef7\u548c\u7f8e\u5143\/\u65b0\u5143\u6c47\u7387\u6bd4\u8f83 (Source: Bloomberg) \u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u559c\u4eba\u3002\u534e\u4fa8\u94f6\u884c\u62a5\u544a\u7b2c\u4e8c\u5b63\u5ea6\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f14%\uff0c\u8fbe\u523019.4\u4ebf\u65b0\u5143\uff0c\u8d85\u51fa\u9884\u671f\u3002\u5229\u6da6\u589e\u957f\u662f\u7531\u4e8e\u6536\u5165\u589e\u52a0\u548c\u514d\u7a0e\u989d\u51cf\u5c11\u6240\u81f4\u3002\u534e\u4fa8\u94f6\u884c\u5bf9\u4e1c\u76df\u7ecf\u6d4e\u4ecd\u5145\u6ee1\u4fe1\u5fc3\uff0c\u5e76\u6709\u671b\u5b9e\u73b02024\u5e74\u7684\u76ee\u6807\uff0c\u5305\u62ec\u5c06\u51c0\u606f\u5dee(NIM)\u4fdd\u6301\u57282.2%\u81f32.25%\u4e4b\u95f4\u3002\u8be5\u884c\u5ba3\u5e03\u4e2d\u671f\u80a1\u606f\u63d0\u9ad810%\u81f3\u6bcf\u80a10.44\u65b0\u5143\uff0c\u8d22\u5bcc\u7ba1\u7406\u8d39\u7528\u589e\u52a017%\u3002\u5c3d\u7ba1NIM\u7565\u6709\u4e0b\u964d\u81f32.2%\uff0c\u4f46\u80a1\u672c\u56de\u62a5\u7387\u63d0\u9ad8\u81f314.2%\u3002 24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u4e00\u5b63\u5ea6\u603b\u6536\u5165\u540c\u6bd4\u589e\u957f7%\u81f372.6\u4ebf\u65b0\u5143\uff0c\u51c0\u5229\u606f\u6536\u5165\u548c\u975e\u5229\u606f\u6536\u5165\u5206\u522b\u540c\u6bd4\u589e\u957f3%\u548c15%\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f9%\uff0c\u81f339.3\u4ebf\u65b0\u5143\uff0c\u800c\u4e0a\u534a\u5e74\u4e3a35.9\u4ebf\u65b0\u5143\uff0c\u4e3b\u8981\u662f\u7531\u4e8e\u521b\u7eaa\u5f55\u7684\u603b\u6536\u5165\u548c\u8f83\u4f4e\u7684\u6d25\u8d34\u3002\u8463\u4e8b\u4f1a\u5ba3\u5e03\u6d3e\u53d1\u4e2d\u671f\u80a1\u606f0.44\u65b0\u5143\uff0c\u8f83\u4e0a\u5e74\u540c\u671f\u589e\u957f10%\u62160.04\u65b0\u5143\uff0c\u5360\u96c6\u56e2\u51c0\u5229\u6da6\u768450%\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u7f8e\u56fd\u6c49\u666e\u90e1\u8054\u5408\u623f\u5730\u4ea7\u4fe1\u6258 (UHU SP)\uff1a\u53d7\u60e0\u4e8e\u7f8e\u56fd\u7ecf\u6d4e\u6f5c\u5728\u8f6f\u7740\u9646 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.430\uff0c\u76ee\u6807\u4ef7\uff1a0.460\uff0c\u6b62\u635f\u4ef7\uff1a0.415 \u7f8e\u56fd\u6c49\u666e\u90e1\u8054\u5408\u623f\u5730\u4ea7\u4fe1\u6258\u662f\u4e00\u5bb6\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u516c\u53f8\u3002\u8be5\u516c\u53f8\u62e5\u6709\u5e76\u7ecf\u8425\u8d2d\u7269\u3001\u4ed3\u50a8\u3001\u6742\u8d27\u548c\u5fc5\u9700\u54c1\u96f6\u552e\u7269\u4e1a\u3002 \u5bf92024\u5e74\u7f8e\u8054\u50a8\u964d\u606f\u7684\u4e50\u89c2\u60c5\u7eea\u3002\u6839\u636e6\u6708\u4efd\u6700\u8fd1\u7684\u901a\u80c0\u6570\u636e\uff0c\u5e02\u573a\u9884\u8ba12024\u5e749\u6708\u53ef\u80fd\u4f1a\u964d\u606f25\u4e2a\u57fa\u70b9\u3002\u8fd9\u4e9b\u9884\u671f\u7684\u964d\u606f\u5c06\u6709\u5229\u4e8e\u8054\u5408\u6c49\u666e\u90e1\u7f8e\u56fd\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\uff0c\u964d\u4f4e\u501f\u8d37\u6210\u672c\uff0c\u63d0\u9ad8\u8d22\u52a1\u7075\u6d3b\u6027\uff0c\u5e76\u6709\u53ef\u80fd\u5438\u5f15\u66f4\u9ad8\u7684\u6295\u8d44\u8005\u5174\u8da3\u3002\u8fd9\u79cd\u6709\u5229\u7684\u5229\u7387\u73af\u5883\u7b26\u5408\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\u7684\u589e\u957f\u7b56\u7565\uff0c\u4f7f\u5176\u5728\u672a\u6765\u51e0\u4e2a\u5b63\u5ea6\u63d0\u9ad8\u76c8\u5229\u80fd\u529b\u548c\u521b\u9020\u4ef7\u503c\u3002 \u6709\u673a\u589e\u957f\u63a8\u52a8\u76c8\u5229\u80fd\u529b\u4e0a\u5347\u3002\u6c49\u666e\u90e1\u8054\u5408\u623f\u5730\u4ea7\u4fe1\u6258\u9884\u8ba1\u6709\u673a\u589e\u957f\u5c06\u63a8\u52a8\u76c8\u5229\u80fd\u529b\uff0c\u5229\u7528\u5927\u591a\u6570\u957f\u671f\u79df\u6237\u5408\u540c\u548c\u4f18\u8d28\u81ea\u52a9\u5b58\u50a8\u7269\u4e1a\u7684\u77ed\u671f\u79df\u8d41\u7684\u5185\u7f6e\u79df\u91d1\u4e0a\u6da8\u3002\u8fd9\u4e9b\u56e0\u7d20\u6709\u52a9\u4e8e\u6f5c\u5728\u7684\u6536\u5165\u589e\u957f\u548c\u63d0\u9ad8\u8fd0\u8425\u7ee9\u6548\u3002 \u4e3b\u52a8\u7ba1\u7406\u7684\u5229\u597d\u3002\u5982\u679c\u7f8e\u8054\u50a8\u5b9e\u65bd\u964d\u606f\uff0c\u6c49\u666e\u90e1\u8054\u5408\u623f\u5730\u4ea7\u4fe1\u6258\u5c06\u5728\u672a\u6765\u4e00\u5e74\u53d7\u76ca\uff0c\u901a\u8fc7\u6218\u7565\u6027\u6536\u8d2d\u548c\u64a4\u8d44\u5b9e\u73b0\u79ef\u6781\u7684\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u3002\u8fd9\u79cd\u7075\u6d3b\u6027\u51f8\u663e\u4e86\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\u9002\u5e94\u4e0d\u65ad\u53d8\u5316\u7684\u5e02\u573a\u6761\u4ef6\u548c\u4f18\u5316\u5176\u8d44\u4ea7\u57fa\u7840\u7684\u80fd\u529b\u3002 24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u30022024\u5e74\u4e0a\u534a\u5e74\u6536\u5165\u540c\u6bd4\u589e\u957f2.4%\u81f33,680\u4e07\u7f8e\u5143\uff0c\u800c2023\u5e74\u4e0a\u534a\u5e74\u4e3a3,600\u4e07\u7f8e\u5143\u30022024\u5e74\u4e0a\u534a\u5e74\u51c0\u5229\u6da6\u540c\u6bd4\u4e0b\u964d25.4%\u81f3967\u4e07\u7f8e\u5143\uff0c\u800c2023\u5e74\u540c\u671f\u4e3a1,296\u4e07\u7f8e\u5143\uff0c\u4e3b\u8981\u539f\u56e0\u662f\u9ad8\u5229\u7387\u3002\u5b83\u8fd8\u5265\u79bb\u4e86\u54c8\u5fb7\u900a\u8c37\u5e7f\u573a\u5185\u7684\u72ec\u7acb\u5f0fLowe \u2018s\u548c\u72ec\u7acb\u5f0fSam \u2018s Club\u7269\u4e1a\uff0c\u5265\u79bb\u5bf9\u4ef7\u4e3a3,650\u4e07\u7f8e\u5143\u3002 \u6211\u4eec\u5bf9\u57fa\u672c\u9762\u7684\u8bc4\u7ea7\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a0.60\u65b0\u5143\u3002\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb\u62a5\u544a\u5168\u6587\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u745e\u58f0\u79d1\u6280(2018 HK)\uff1a\u5bf9iPhone 16\u9500\u552e\u7684\u9ad8\u671f\u671b \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a28.5\uff0c\u76ee\u6807\u4ef7\uff1a32.5\uff0c\u6b62\u635f\u4ef7\uff1a26.5 \u745e\u58f0\u79d1\u6280\u662f\u4e00\u5bb6\u4e2d\u56fd\u7684\u6295\u8d44\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u56db\u4e2a\u4e1a\u52a1\u90e8\u95e8\u5f00\u5c55\u4e1a\u52a1\uff1a\u5149\u5b66\u4e1a\u52a1\u90e8\u95e8\u3001\u58f0\u5b66\u4e1a\u52a1\u90e8\u95e8\u3001\u7535\u78c1\u4f20\u52a8\/\u7cbe\u5bc6\u7ed3\u6784\u4ef6\u4e1a\u52a1\u90e8\u95e8\u548c\u5fae\u673a\u7535\u7cfb\u7edf\uff08MEMS\uff09\u4e1a\u52a1\u90e8\u95e8\u3002\u8be5\u516c\u53f8\u7684\u4e3b\u8981\u4ea7\u54c1\u5305\u62ec\u58f0\u5b66\u4ea7\u54c1\u3001\u7535\u78c1\u4f20\u52a8\u53ca\u7cbe\u5bc6\u7ed3\u6784\u4ef6\u3001\u5149\u5b66\u4ea7\u54c1\u548c\u5fae\u673a\u7535\u7cfb\u7edf\u5668\u4ef6\u3002 \u5373\u5c06\u4e3e\u884c\u7684\u82f9\u679c\u5168\u7403\u5f00\u53d1\u8005\u5927\u4f1a\u3002\u82f9\u679c\u5c06\u4e8e\u672c\u5468\u4e3e\u884c\u5168\u7403\u5f00\u53d1\u8005\u5927\u4f1a(WWDC)\uff0c\u5c4a\u65f6\u5c06\u516c\u5e03\u65b0\u4ea7\u54c1\u3001\u6280\u672f\u8fdb\u6b65\u548c\u64cd\u4f5c\u7cfb\u7edf\u5347\u7ea7\uff0c\u5305\u62ec\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u7684\u53d1\u5c55\u3002\u8fd9\u4e9b\u516c\u544a\u53ef\u80fd\u4f1a\u5bf9\u82f9\u679c\u4ea7\u54c1\u7684\u9700\u6c42\u4ea7\u751f\u79ef\u6781\u5f71\u54cd\u3002\u56e0\u6b64\uff0c\u4f5c\u4e3a\u82f9\u679c\u4e3b\u8981\u5149\u5b66\u5143\u4ef6\u4f9b\u5e94\u5546\u4e4b\u4e00\u7684Sunny Optical\u7684\u9500\u91cf\u53ef\u80fd\u4f1a\u56e0\u6b64\u589e\u52a0\u3002 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Cut loss on Yangzijiang Shipbuilding\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Keith Tan\"\/>\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-21-aug-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\u5e7408\u670821\u65e5: \u534e\u4fa8\u94f6\u884c (OCBC SP), \u745e\u58f0\u79d1\u6280(2018 HK), \u6069\u585e\u56e0 (ENSG 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) \u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u559c\u4eba\u3002\u534e\u4fa8\u94f6\u884c\u62a5\u544a\u7b2c\u4e8c\u5b63\u5ea6\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f14%\uff0c\u8fbe\u523019.4\u4ebf\u65b0\u5143\uff0c\u8d85\u51fa\u9884\u671f\u3002\u5229\u6da6\u589e\u957f\u662f\u7531\u4e8e\u6536\u5165\u589e\u52a0\u548c\u514d\u7a0e\u989d\u51cf\u5c11\u6240\u81f4\u3002\u534e\u4fa8\u94f6\u884c\u5bf9\u4e1c\u76df\u7ecf\u6d4e\u4ecd\u5145\u6ee1\u4fe1\u5fc3\uff0c\u5e76\u6709\u671b\u5b9e\u73b02024\u5e74\u7684\u76ee\u6807\uff0c\u5305\u62ec\u5c06\u51c0\u606f\u5dee(NIM)\u4fdd\u6301\u57282.2%\u81f32.25%\u4e4b\u95f4\u3002\u8be5\u884c\u5ba3\u5e03\u4e2d\u671f\u80a1\u606f\u63d0\u9ad810%\u81f3\u6bcf\u80a10.44\u65b0\u5143\uff0c\u8d22\u5bcc\u7ba1\u7406\u8d39\u7528\u589e\u52a017%\u3002\u5c3d\u7ba1NIM\u7565\u6709\u4e0b\u964d\u81f32.2%\uff0c\u4f46\u80a1\u672c\u56de\u62a5\u7387\u63d0\u9ad8\u81f314.2%\u3002 24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u4e00\u5b63\u5ea6\u603b\u6536\u5165\u540c\u6bd4\u589e\u957f7%\u81f372.6\u4ebf\u65b0\u5143\uff0c\u51c0\u5229\u606f\u6536\u5165\u548c\u975e\u5229\u606f\u6536\u5165\u5206\u522b\u540c\u6bd4\u589e\u957f3%\u548c15%\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f9%\uff0c\u81f339.3\u4ebf\u65b0\u5143\uff0c\u800c\u4e0a\u534a\u5e74\u4e3a35.9\u4ebf\u65b0\u5143\uff0c\u4e3b\u8981\u662f\u7531\u4e8e\u521b\u7eaa\u5f55\u7684\u603b\u6536\u5165\u548c\u8f83\u4f4e\u7684\u6d25\u8d34\u3002\u8463\u4e8b\u4f1a\u5ba3\u5e03\u6d3e\u53d1\u4e2d\u671f\u80a1\u606f0.44\u65b0\u5143\uff0c\u8f83\u4e0a\u5e74\u540c\u671f\u589e\u957f10%\u62160.04\u65b0\u5143\uff0c\u5360\u96c6\u56e2\u51c0\u5229\u6da6\u768450%\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: CBO) 24\u8d22\u5e74\u7b2c\u4e8c\u5b63\u4e1a\u7ee9\u56de\u987e\u3002\u6536\u5165\u540c\u6bd4\u589e\u957f12.5%\u81f310.4\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a1.32\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6 (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Add AAC Technologies (2018 HK) at HK$28.5. Cut loss on Yangzijiang Shipbuilding\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-21-aug-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=\"2024-08-20T23:12:00+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2024-08-21T02:19:24+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2024\u5e7408\u670821\u65e5: \u534e\u4fa8\u94f6\u884c (OCBC SP), \u745e\u58f0\u79d1\u6280(2018 HK), \u6069\u585e\u56e0 (ENSG 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) \u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u559c\u4eba\u3002\u534e\u4fa8\u94f6\u884c\u62a5\u544a\u7b2c\u4e8c\u5b63\u5ea6\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f14%\uff0c\u8fbe\u523019.4\u4ebf\u65b0\u5143\uff0c\u8d85\u51fa\u9884\u671f\u3002\u5229\u6da6\u589e\u957f\u662f\u7531\u4e8e\u6536\u5165\u589e\u52a0\u548c\u514d\u7a0e\u989d\u51cf\u5c11\u6240\u81f4\u3002\u534e\u4fa8\u94f6\u884c\u5bf9\u4e1c\u76df\u7ecf\u6d4e\u4ecd\u5145\u6ee1\u4fe1\u5fc3\uff0c\u5e76\u6709\u671b\u5b9e\u73b02024\u5e74\u7684\u76ee\u6807\uff0c\u5305\u62ec\u5c06\u51c0\u606f\u5dee(NIM)\u4fdd\u6301\u57282.2%\u81f32.25%\u4e4b\u95f4\u3002\u8be5\u884c\u5ba3\u5e03\u4e2d\u671f\u80a1\u606f\u63d0\u9ad810%\u81f3\u6bcf\u80a10.44\u65b0\u5143\uff0c\u8d22\u5bcc\u7ba1\u7406\u8d39\u7528\u589e\u52a017%\u3002\u5c3d\u7ba1NIM\u7565\u6709\u4e0b\u964d\u81f32.2%\uff0c\u4f46\u80a1\u672c\u56de\u62a5\u7387\u63d0\u9ad8\u81f314.2%\u3002 24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u4e00\u5b63\u5ea6\u603b\u6536\u5165\u540c\u6bd4\u589e\u957f7%\u81f372.6\u4ebf\u65b0\u5143\uff0c\u51c0\u5229\u606f\u6536\u5165\u548c\u975e\u5229\u606f\u6536\u5165\u5206\u522b\u540c\u6bd4\u589e\u957f3%\u548c15%\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f9%\uff0c\u81f339.3\u4ebf\u65b0\u5143\uff0c\u800c\u4e0a\u534a\u5e74\u4e3a35.9\u4ebf\u65b0\u5143\uff0c\u4e3b\u8981\u662f\u7531\u4e8e\u521b\u7eaa\u5f55\u7684\u603b\u6536\u5165\u548c\u8f83\u4f4e\u7684\u6d25\u8d34\u3002\u8463\u4e8b\u4f1a\u5ba3\u5e03\u6d3e\u53d1\u4e2d\u671f\u80a1\u606f0.44\u65b0\u5143\uff0c\u8f83\u4e0a\u5e74\u540c\u671f\u589e\u957f10%\u62160.04\u65b0\u5143\uff0c\u5360\u96c6\u56e2\u51c0\u5229\u6da6\u768450%\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: CBO) 24\u8d22\u5e74\u7b2c\u4e8c\u5b63\u4e1a\u7ee9\u56de\u987e\u3002\u6536\u5165\u540c\u6bd4\u589e\u957f12.5%\u81f310.4\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a1.32\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6 (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Add AAC Technologies (2018 HK) at HK$28.5. Cut loss on Yangzijiang Shipbuilding\" \/>\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-21-aug-2024-zh\\\/#blogposting\",\"name\":\"2024\\u5e7408\\u670821\\u65e5: \\u534e\\u4fa8\\u94f6\\u884c (OCBC SP), \\u745e\\u58f0\\u79d1\\u6280(2018 HK), \\u6069\\u585e\\u56e0 (ENSG US) \\u2022 KGI Singapore Research\",\"headline\":\"2024\\u5e7408\\u670821\\u65e5: \\u534e\\u4fa8\\u94f6\\u884c (OCBC SP), \\u745e\\u58f0\\u79d1\\u6280(2018 HK), \\u6069\\u585e\\u56e0 (ENSG US)\",\"author\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/keithtan\\\/#author\"},\"publisher\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\"},\"image\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/wp-content\\\/uploads\\\/2023\\\/01\\\/Thumbnail-151.jpg?wsr\",\"width\":750,\"height\":500,\"caption\":\"Creative glowing forex chart with map on blurry background. 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24\\u8d22\\u5e74\\u4e0a\\u534a\\u5e74\\u4e1a\\u7ee9\\u56de\\u987e\\u3002\\u4e00\\u5b63\\u5ea6\\u603b\\u6536\\u5165\\u540c\\u6bd4\\u589e\\u957f7%\\u81f372.6\\u4ebf\\u65b0\\u5143\\uff0c\\u51c0\\u5229\\u606f\\u6536\\u5165\\u548c\\u975e\\u5229\\u606f\\u6536\\u5165\\u5206\\u522b\\u540c\\u6bd4\\u589e\\u957f3%\\u548c15%\\u3002\\u51c0\\u5229\\u6da6\\u540c\\u6bd4\\u589e\\u957f9%\\uff0c\\u81f339.3\\u4ebf\\u65b0\\u5143\\uff0c\\u800c\\u4e0a\\u534a\\u5e74\\u4e3a35.9\\u4ebf\\u65b0\\u5143\\uff0c\\u4e3b\\u8981\\u662f\\u7531\\u4e8e\\u521b\\u7eaa\\u5f55\\u7684\\u603b\\u6536\\u5165\\u548c\\u8f83\\u4f4e\\u7684\\u6d25\\u8d34\\u3002\\u8463\\u4e8b\\u4f1a\\u5ba3\\u5e03\\u6d3e\\u53d1\\u4e2d\\u671f\\u80a1\\u606f0.44\\u65b0\\u5143\\uff0c\\u8f83\\u4e0a\\u5e74\\u540c\\u671f\\u589e\\u957f10%\\u62160.04\\u65b0\\u5143\\uff0c\\u5360\\u96c6\\u56e2\\u51c0\\u5229\\u6da6\\u768450%\\u3002 \\u5e02\\u573a\\u5171\\u8bc6\\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: CBO) 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Unlimited)\uff0c\u5305\u62ec\u6269\u5927\u4e2d\u5c0f\u4f01\u4e1a\u83b7\u5f97\u53ef\u6301\u7eed\u878d\u8d44\u7684\u6e20\u9053\uff0c\u5e76\u4e3a\u5973\u6027\u521b\u529e\u7684\u521d\u521b\u4f01\u4e1a\u5728\u5934\u4e24\u5e74\u5185\u63d0\u4f9b\u9ad8\u8fbe10\u4e07\u65b0\u5143\u7684\u878d\u8d44\u3002\u5b83\u8fd8\u63d0\u4f9b\u6559\u80b2\u7814\u8ba8\u4f1a\u3001\u4ea4\u6d41\u673a\u4f1a\uff0c\u5e76\u8ba1\u5212\u5c06\u533a\u57df\u6269\u5c55\u5230\u9a6c\u6765\u897f\u4e9a\u548c\u9999\u6e2f\u3002\u8fd9\u4e00\u4e3e\u63aa\u901a\u8fc7\u4fc3\u8fdb\u5973\u6027\u4e3b\u5bfc\u7684\u4e2d\u5c0f\u4f01\u4e1a\u7684\u589e\u957f\uff0c\u4f7f\u5176\u8d37\u6b3e\u7ec4\u5408\u591a\u6837\u5316\uff0c\u5e76\u901a\u8fc7\u6709\u9488\u5bf9\u6027\u7684\u652f\u6301\u548c\u6269\u5927\u7684\u670d\u52a1\u63d0\u9ad8\u5ba2\u6237\u5fe0\u8bda\u5ea6\uff0c\u52a0\u5f3a\u4e86\u534e\u4fa8\u94f6\u884c\u7684\u5e02\u573a\u5730\u4f4d\u3002 \u534e\u4fa8\u94f6\u884c\u80a1\u4ef7\u548c\u7f8e\u5143\/\u65b0\u5143\u6c47\u7387\u6bd4\u8f83 (Source: Bloomberg) \u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u559c\u4eba\u3002\u534e\u4fa8\u94f6\u884c\u62a5\u544a\u7b2c\u4e8c\u5b63\u5ea6\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f14%\uff0c\u8fbe\u523019.4\u4ebf\u65b0\u5143\uff0c\u8d85\u51fa\u9884\u671f\u3002\u5229\u6da6\u589e\u957f\u662f\u7531\u4e8e\u6536\u5165\u589e\u52a0\u548c\u514d\u7a0e\u989d\u51cf\u5c11\u6240\u81f4\u3002\u534e\u4fa8\u94f6\u884c\u5bf9\u4e1c\u76df\u7ecf\u6d4e\u4ecd\u5145\u6ee1\u4fe1\u5fc3\uff0c\u5e76\u6709\u671b\u5b9e\u73b02024\u5e74\u7684\u76ee\u6807\uff0c\u5305\u62ec\u5c06\u51c0\u606f\u5dee(NIM)\u4fdd\u6301\u57282.2%\u81f32.25%\u4e4b\u95f4\u3002\u8be5\u884c\u5ba3\u5e03\u4e2d\u671f\u80a1\u606f\u63d0\u9ad810%\u81f3\u6bcf\u80a10.44\u65b0\u5143\uff0c\u8d22\u5bcc\u7ba1\u7406\u8d39\u7528\u589e\u52a017%\u3002\u5c3d\u7ba1NIM\u7565\u6709\u4e0b\u964d\u81f32.2%\uff0c\u4f46\u80a1\u672c\u56de\u62a5\u7387\u63d0\u9ad8\u81f314.2%\u3002 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