{"id":50435,"date":"2024-08-23T07:57:00","date_gmt":"2024-08-22T23:57:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=50435"},"modified":"2024-08-23T10:09:02","modified_gmt":"2024-08-23T02:09:02","slug":"kgi-daily-trading-ideas-23-aug-2024-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-23-aug-2024-zh\/","title":{"rendered":"2024\u5e7408\u670823\u65e5: \u5168\u6c11\u7259\u533b (QNM SP), \u4e2d\u56fd\u94dd\u4e1a(2600 HK), Take-Two\u4e92\u52a8\u8f6f\u4ef6 (TTWO 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=\"427\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-106.png\" alt=\"\" class=\"wp-image-50570\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-106.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-106-300x136.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-106-768x348.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=\"241\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-107.png\" alt=\"\" class=\"wp-image-50571\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-107.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-107-300x77.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-107-768x197.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-108.png\" alt=\"\" class=\"wp-image-50572\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-108.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-108-300x92.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/image-108-768x237.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-314.png\" alt=\"\" class=\"wp-image-50529\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-314.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-314-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-50435-_qqv3rtx8nazp\"><\/a><a id=\"post-50435-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1913\" height=\"842\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-screenshot-of-a-cell-phone-description-automati.png\" alt=\"A screenshot of a cell phone\n\nDescription automatically generated\" class=\"wp-image-50530\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-screenshot-of-a-cell-phone-description-automati.png 1913w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-screenshot-of-a-cell-phone-description-automati-300x132.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-screenshot-of-a-cell-phone-description-automati-1024x451.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-screenshot-of-a-cell-phone-description-automati-768x338.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-screenshot-of-a-cell-phone-description-automati-1536x676.png 1536w\" sizes=\"(max-width: 1913px) 100vw, 1913px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\">^ Back To Top<\/a> <\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-315.png\" alt=\"\" class=\"wp-image-50531\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-315.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-315-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-50435-_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-316.png\" class=\"wp-image-50532\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-316.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-316-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u5168\u6c11\u7259\u533b (QNM SP)\uff1a\u6269\u5927\u53d1\u5c55\u7a7a\u95f4<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.265\uff0c\u76ee\u6807\u4ef7\uff1a0.285\uff0c\u6b62\u635f\u4ef7\uff1a0.255<\/strong>\n  <\/li><li>\n    \u5168\u6c11\u7259\u533b\u7ecf\u8425\u7259\u79d1\u8bca\u6240\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u7f8e\u5bb9\u3001\u513f\u7ae5\u548c\u666e\u901a\u7259\u79d1;\u9002\u5408\u7259\u51a0\u3001\u5047\u7259\u548c\u7259\u5957;\u5e76\u63d0\u4f9b\u7259\u9f88\u51fa\u8840\u6cbb\u7597\uff0c\u7259\u9f88\u624b\u672f\u548c\u53e3\u8154\u624b\u672f;\u6cbb\u7597\u6253\u9f3e\u548c\u78e8\u7259\u3002\n  <\/li><li><strong>\u7740\u773c\u4e8e\u8fdb\u4e00\u6b65\u7684\u6269\u5f20\u3002<\/strong>\u5168\u6c11\u7259\u533b\u5728\u5176\u8d22\u52a1\u4e1a\u7ee9\u516c\u544a\u4e2d\u900f\u9732\uff0c\u8ba1\u5212\u5728\u65b0\u52a0\u5761\u548c\u5176\u4ed6\u4e9a\u592a\u5e02\u573a\u63a2\u7d22\u6218\u7565\u589e\u957f\u673a\u4f1a\u3002\u8fd9\u4e00\u51b3\u5b9a\u662f\u5728\u4e00\u5e74\u7684\u4e1a\u52a1\u6d41\u7a0b\u7cbe\u7b80\u4e4b\u540e\u505a\u51fa\u7684\uff0c\u8fd9\u4f7f\u5f97\u76c8\u5229\u80fd\u529b\u6709\u6240\u63d0\u9ad8\uff0c\u8fd9\u8868\u660e\u8be5\u516c\u53f8\u4e3a\u4e0b\u4e00\u9636\u6bb5\u7684\u589e\u957f\u505a\u597d\u4e86\u51c6\u5907\u3002\n  <\/li><li><strong>\u63d0\u9ad8\u76c8\u5229\u80fd\u529b\u3002<\/strong>\u8be5\u516c\u53f8\u7684\u51c0\u5229\u6da6\u7387\u5927\u5e45\u589e\u957f\uff0c\u4ece2023\u5e74\u540c\u671f\u76846.6%\u4e0a\u5347\u81f32024\u5e74\u4e0a\u534a\u5e74\u768411.5%\u3002\u4e00\u4e9b\u8d39\u7528\u7c7b\u522b\u4e0e\u53bb\u5e74\u540c\u671f\u6301\u5e73\u6216\u4e0b\u964d\uff0c\u51f8\u663e\u4e86\u516c\u53f8\u5728\u7cbe\u7b80\u4e1a\u52a1\u6d41\u7a0b\u548c\u52a0\u5f3a\u6709\u673a\u8fd0\u8425\u65b9\u9762\u7684\u6210\u529f\u52aa\u529b\u3002\u6211\u4eec\u9884\u8ba1\u8fd9\u79cd\u63d0\u9ad8\u7684\u6548\u7387\u5c06\u5728\u4eca\u5e74\u5269\u4f59\u65f6\u95f4\u5185\u6301\u7eed\u4e0b\u53bb\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>24\u5e74\u4e0a\u534a\u5e74\u7684\u603b\u6536\u5165\u540c\u6bd4\u589e\u957f1.9%\uff0c\u4ece23\u5e74\u4e0a\u534a\u5e74\u76848,710\u4e07\u65b0\u5143\u589e\u81f38,880\u4e07\u65b0\u5143\uff0c\u4e3b\u8981\u662f\u7531\u4e8e\u96c6\u56e2\u5728\u65b0\u52a0\u5761\u7684\u521d\u7ea7\u533b\u7597\u4fdd\u5065\u4e1a\u52a1\u7684\u6536\u5165\u8d21\u732e\u589e\u52a0\uff0c\u90e8\u5206\u88ab\u96c6\u56e2\u533b\u7597\u5b9e\u9a8c\u5ba4\u4e1a\u52a1\u548c\u7259\u79d1\u5206\u9500\u4e1a\u52a1\u7684\u6536\u5165\u8d21\u732e\u51cf\u5c11\u6240\u62b5\u6d88\u3002\u51c0\u5229\u606f\u6536\u5165\u548c\u975e\u5229\u606f\u6536\u5165\u5206\u522b\u540c\u6bd4\u589e\u957f3%\u548c15%\u30022024\u5e74\u4e0a\u534a\u5e74\uff0cPATMI\u540c\u6bd4\u4e0a\u6da883.7%\uff0c\u81f3980\u4e07\u65b0\u5143\uff0c\u800c2023\u5e74\u4e0a\u534a\u5e74\u4e3a533\u4e07\u65b0\u5143\u3002\u7a00\u91ca\u540e\u7684\u6bcf\u80a1\u6536\u76ca\u572824\u5e74\u4e0a\u534a\u5e74\u5347\u81f31.04\u65b0\u52a0\u5761\u5206\uff0c\u800c\u572823\u5e74\u540c\u671f\u5347\u81f30.56\u65b0\u52a0\u5761\u5206\u3002\u96c6\u56e2\u5ba3\u5e03\u4e8e2024\u5e749\u67082\u65e5\u6d3e\u53d1\u4e2d\u671f\u80a1\u606f\uff0c\u6bcf\u80a10.40\u65b0\u52a0\u5761\u5206\uff0c\u540c\u6bd4\u589e\u957f150%\uff0c\u6d3e\u606f\u7387\u4e3a39%\u3002\n  <\/li><li>\n    \u6211\u4eec\u5bf9\u57fa\u672c\u9762\u7684\u8bc4\u7ea7\u4e3a<strong>\u4e70\u5165<\/strong>\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a<strong>0.35\u65b0\u5143<\/strong>\u3002<a href=\"https:\/\/www.kgieworld.sg\/securities\/resources\/ck\/files\/docs\/research\/Q%20%26%20M%20Dental%20Inititation%20Report_20240530.pdf\">\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb\u62a5\u544a\u5168\u6587\u3002<\/a>\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-317.png\" class=\"wp-image-50533\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-317.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-317-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong>\n      \n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1189\" height=\"515\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-35.jpeg\" alt=\"\" class=\"wp-image-50534\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-35.jpeg 1189w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-35-300x130.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-35-1024x444.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-35-768x333.jpeg 768w\" sizes=\"(max-width: 1189px) 100vw, 1189px\" \/><\/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-14.png\" class=\"wp-image-50535\" 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-14.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-long-line-of-a-white-background-description-aut-14-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/> <\/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>\u91cd\u7533\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-3.jpeg\" alt=\"A graph on a black background\n\nDescription automatically generated\" class=\"wp-image-50536\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-black-background-description-automat-3.jpeg 1261w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-black-background-description-automat-3-300x133.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-black-background-description-automat-3-1024x454.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-black-background-description-automat-3-768x340.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-35.png\" class=\"wp-image-50537\" 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-35.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-blue-and-white-rectangular-box-with-white-text-35-300x64.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-10.jpeg\" alt=\"A graph showing a stock market\n\nDescription automatically generated with medium confidence\" class=\"wp-image-50538\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-showing-a-stock-market-description-automa-10.jpeg 1194w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-showing-a-stock-market-description-automa-10-300x135.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-showing-a-stock-market-description-automa-10-1024x460.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-showing-a-stock-market-description-automa-10-768x345.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-318.png\" class=\"wp-image-50539\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-318.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-318-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-50435-_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-319.png\" class=\"wp-image-50540\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-319.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-319-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-50435-_34eo5yf8y7pj\"><\/a><strong>\u4e2d\u56fd\u94dd\u4e1a(2600 HK)\uff1a2024\u5e74\u5269\u4f59\u65f6\u95f4\u4f9b\u5e94\u7d27\u5f20<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a4.70\uff0c\u76ee\u6807\u4ef7\uff1a5.10\uff0c\u6b62\u635f\u4ef7\uff1a4.50<\/strong>\n  <\/li><li>\n    \u4e2d\u56fd\u94dd\u4e1a\u80a1\u4efd\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u539f\u94dd\u548c\u94dd\u5236\u54c1\u751f\u4ea7\u548c\u9500\u552e\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u901a\u8fc7\u4e94\u4e2a\u5206\u90e8\u5f00\u5c55\u4e1a\u52a1\u3002\u6c27\u5316\u94dd\u5206\u90e8\u4ece\u4e8b\u94dd\u571f\u77ff\u7684\u5f00\u91c7\u548c\u8d2d\u4e70\u3001\u6c27\u5316\u94dd\u3001\u4ee5\u53ca\u94dd\u77fe\u571f\u7684\u751f\u4ea7\u548c\u9500\u552e\u3002\u539f\u94dd\u5206\u90e8\u4ece\u4e8b\u6c27\u5316\u94dd\u7684\u7535\u89e3\uff0c\u539f\u94dd\u3001\u78b3\u7d20\u4ea7\u54c1\u3001\u94dd\u5408\u91d1\u53ca\u5176\u4ed6\u7535\u89e3\u94dd\u4ea7\u54c1\u7684\u751f\u4ea7\u548c\u9500\u552e\u3002\u80fd\u6e90\u5206\u90e8\u4ece\u4e8b\u7164\u77ff\u5f00\u91c7\u3001\u706b\u529b\u53d1\u7535\u3001\u98ce\u529b\u53d1\u7535\u53ca\u5149\u4f0f\u53d1\u7535\u3001\u65b0\u80fd\u6e90\u88c5\u5907\u5236\u9020\u4e1a\u52a1\u7b49\u3002\u8d38\u6613\u5206\u90e8\u4ece\u4e8b\u6c27\u5316\u94dd\u3001\u539f\u94dd\u3001\u94dd\u52a0\u5de5\u4ea7\u54c1\u53ca\u5176\u4ed6\u6709\u8272\u91d1\u5c5e\u4ea7\u54c1\u548c\u7164\u70ad\u7b49\u7684\u8d38\u6613\u3002\u603b\u90e8\u53ca\u5176\u4ed6\u7ecf\u8425\u5206\u90e8\u4ece\u4e8b\u603b\u90e8\u7ba1\u7406\u3001\u7814\u53d1\u6d3b\u52a8\u53ca\u5176\u4ed6\u4e1a\u52a1\u3002\n  <\/li><li><strong>\u6c27\u5316\u94dd\u4f9b\u5e94\u7d27\u5f20\u3002<\/strong>\u53d7\u591a\u79cd\u56e0\u7d20\u5f71\u54cd\uff0c\u6c27\u5316\u94dd\u4f9b\u5e94\u6301\u7eed\u8d8b\u7d27\u3002\u4e2d\u56fd\u94dd\u4ea7\u91cf\u7684\u589e\u52a0\u6269\u5927\u4e86\u5bf9\u4e2d\u95f4\u4ea7\u54c1\u6c27\u5316\u94dd\u7684\u9700\u6c42\u3002\u6b64\u5916\uff0c\u94dd\u751f\u4ea7\u7684\u539f\u6750\u6599\u6210\u672c\u4e5f\u6709\u6240\u4e0a\u5347\uff0c\u4e2d\u56fd\u6c27\u5316\u94dd\u671f\u8d27\u89e6\u53ca\u8fd1\u4e09\u4e2a\u6708\u9ad8\u4f4d\u3002\u7f8e\u56fd\u94dd\u4e1a(Alcoa)\u548c\u529b\u62d3(Rio Tinto)\u5728\u6fb3\u5927\u5229\u4e9a\u8fd0\u8425\u7684\u6c27\u5316\u94dd\u7cbe\u70bc\u5382\u51cf\u4ea7\uff0c\u8fdb\u4e00\u6b65\u52a0\u5267\u4e86\u4f9b\u5e94\u7d27\u5f20\u3002\u53d7\u539f\u94dd\u751f\u4ea7\u76c8\u5229\u80fd\u529b\u63d0\u9ad8\u7684\u63a8\u52a8\uff0c\u6c27\u5316\u94dd\u5e93\u5b58\u5df2\u5927\u5e45\u51cf\u5c11\u3002\u6c27\u5316\u94dd\u4f9b\u5e94\u7d27\u5f20\u53ef\u80fd\u4f1a\u4f7f\u94dd\u548c\u6c27\u5316\u94dd\u4ef7\u683c\u7ee7\u7eed\u8d70\u9ad8\uff0c\u4ece\u800c\u4f7f\u4e2d\u56fd\u94dd\u4e1a\u516c\u53f8\u53d7\u76ca\u3002\n  <\/li><li><strong>\u94dd\u4ef7\u98d9\u5347\u3002<\/strong>\u94dd\u671f\u8d27\u4e00\u76f4\u7a33\u6b65\u4e0a\u6da8\uff0c8\u6708\u89e6\u53ca\u6bcf\u54282,480\u7f8e\u5143\u4e0a\u65b9\uff0c\u4e3a\u516d\u5468\u9ad8\u4f4d\uff0c\u4e3b\u8981\u56e0\u57fa\u91d1\u4e70\u76d8\u589e\u52a0\u3002\u8fd9\u4e00\u98d9\u5347\u88ab\u89c6\u4e3a\u5bf9\u4e0a\u6708\u4ef7\u683c\u5927\u5e45\u4e0b\u8dcc\u7684\u56de\u8c03\u3002\u6b64\u5916\uff0c\u5c3d\u7ba1\u56fd\u5185\u751f\u4ea7\u5f3a\u52b2\uff0c\u4f46\u4e2d\u56fd7\u6708\u4efd\u51fa\u4eba\u610f\u6599\u5730\u589e\u52a0\u4e86\u94dd\u8fdb\u53e3\u91cf\uff0c\u8fd9\u7ed9\u5e02\u573a\u589e\u52a0\u4e86\u538b\u529b\u3002\u4f5c\u4e3a\u5173\u952e\u539f\u6750\u6599\u7684\u6c27\u5316\u94dd\u6210\u672c\u4e0d\u65ad\u4e0a\u5347\uff0c\u4e5f\u63a8\u52a8\u4e86\u4ef7\u683c\u4e0a\u6da8\u3002\u6fb3\u5927\u5229\u4e9a\u70bc\u6cb9\u5382\u51cf\u4ea7\u9020\u6210\u7684\u4f9b\u5e94\u7d27\u5f20\uff0c\u5df2\u5bfc\u81f4\u6c27\u5316\u94dd\u5e93\u5b58\u5927\u5e45\u4e0b\u964d\uff0c\u8fdb\u4e00\u6b65\u652f\u6491\u4e86\u4ef7\u683c\u4e0a\u6da8\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u94dd\u4ef7\u683c<\/strong>\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1256\" height=\"540\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-with-lines-and-numbers-description-automa.jpeg\" alt=\"A graph with lines and numbers\n\nDescription automatically generated\" class=\"wp-image-50541\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-with-lines-and-numbers-description-automa.jpeg 1256w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-with-lines-and-numbers-description-automa-300x129.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-with-lines-and-numbers-description-automa-1024x440.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-with-lines-and-numbers-description-automa-768x330.jpeg 768w\" sizes=\"(max-width: 1256px) 100vw, 1256px\" \/><\/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>\u6f5c\u5728\u6536\u8d2d\u3002<\/strong>\u8be5\u516c\u53f8\u6b63\u5728\u8003\u8651\u6536\u8d2dIndophil Resources Phils\u7684\u5927\u91cf\u80a1\u4efd\u3002\u8be5\u516c\u53f8\u62e5\u6709\u83f2\u5f8b\u5bbe\u68c9\u5170\u8001\u5c9b\u7684Tampakan\u94dc\u91d1\u77ff\u9879\u76ee\u3002Tampakan\u9879\u76ee\u4f4d\u4e8e\u5357\u54e5\u6253\u5df4\u6258\uff0c\u5360\u5730\u7ea61\u4e07\u516c\u9877\uff0c\u4f30\u8ba1\u542b\u67091500\u4e07\u5428\u94dc\u548c1760\u4e07\u76ce\u53f8\u9ec4\u91d1\uff0c\u9884\u8ba1\u77ff\u5c71\u5bff\u547d\u8d85\u8fc740\u5e74\u3002\u9884\u8ba1\u57282026\u5e74\u5f00\u59cb\u8fd0\u8425\u65f6\u5c06\u6210\u4e3a\u83f2\u5f8b\u5bbe\u6700\u5927\u7684\u77ff\u5c71\uff0c\u8fd9\u9879\u6f5c\u5728\u768420\u4ebf\u7f8e\u5143\u6295\u8d44\u7b26\u5408\u4e2d\u94dd\u6269\u5927\u5176\u5168\u7403\u77ff\u4e1a\u4e1a\u52a1\u7684\u6218\u7565\u3002\u4f5c\u4e3a\u4e2d\u56fd\u6700\u5927\u7684\u56fd\u6709\u94dd\u751f\u4ea7\u5546\uff0c\u4e2d\u94dd\u6709\u6295\u8d44\u56fd\u9645\u77ff\u4e1a\u9879\u76ee\u7684\u5386\u53f2\uff0c\u5176\u4e2d\u5305\u62ec\u51e0\u5185\u4e9a\u548c\u79d8\u9c81\u7684\u9879\u76ee\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u3002<\/strong>24\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u4e0b\u964d26.1%\u81f3490\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a663\u4ebf\u5143\u4eba\u6c11\u5e01\u300224\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f23.0%\u81f322.3\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a18.1\u4ebf\u5143\u4eba\u6c11\u5e01\u300224\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u589e\u957f23.8%\u81f30.130\u5143\u4eba\u6c11\u5e01\uff0c\u800c23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a0.105\u5143\u4eba\u6c11\u5e01\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6<\/strong>\n    <img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-blue-and-white-rectangular-box-with-white-text-36.png\" class=\"wp-image-50542\" 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-36.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-blue-and-white-rectangular-box-with-white-text-36-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1189\" height=\"515\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-36.jpeg\" alt=\"\" class=\"wp-image-50543\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-36.jpeg 1189w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-36-300x130.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-36-1024x444.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-36-768x333.jpeg 768w\" sizes=\"(max-width: 1189px) 100vw, 1189px\" \/><\/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-320.png\" class=\"wp-image-50544\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-320.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-320-300x64.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>\n  <\/li><li>\n    \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\n  <\/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\n  <\/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\n  <\/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\n  <\/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\n  <\/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\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-321.png\" class=\"wp-image-50545\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-321.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-321-300x64.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=\"1189\" height=\"515\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-37.jpeg\" alt=\"\" class=\"wp-image-50546\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-37.jpeg 1189w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-37-300x130.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-37-1024x444.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-37-768x333.jpeg 768w\" sizes=\"(max-width: 1189px) 100vw, 1189px\" \/><\/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-322.png\" alt=\"\" class=\"wp-image-50547\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-322.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-322-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-50435-_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-323.png\" class=\"wp-image-50548\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-323.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-323-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-323-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Take-Two\u4e92\u52a8\u8f6f\u4ef6 (TTWO US)\uff1a\u73a9\u5bb6\u56e2\u7ed3\u8d77\u6765!<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a160\uff0c\u76ee\u6807\u4ef7\uff1a180\uff0c\u6b62\u635f\u4ef7\uff1a150<\/strong>\n  <\/li><li>\n    Take-Two\u4e92\u52a8\u8f6f\u4ef6\u5f00\u53d1\u3001\u9500\u552e\u3001\u5206\u9500\u548c\u51fa\u7248\u4e92\u52a8\u5a31\u4e50\u8f6f\u4ef6\u6e38\u620f\u548c\u914d\u4ef6\u3002\u8be5\u516c\u53f8\u7684\u4ea7\u54c1\u9002\u7528\u4e8e\u6e38\u620f\u673a\u7cfb\u7edf\u3001\u624b\u6301\u6e38\u620f\u7cfb\u7edf\u548c\u4e2a\u4eba\u7535\u8111\uff0c\u5e76\u901a\u8fc7\u5b9e\u4f53\u96f6\u552e\u3001\u6570\u5b57\u4e0b\u8f7d\u3001\u5728\u7ebf\u548c\u4e91\u6d41\u5a92\u4f53\u670d\u52a1\u4ea4\u4ed8\u3002\n  <\/li><li><strong>\u8ba1\u5212\u4e8e2025\u5e74\u53d1\u5e03\u591a\u90e8\u5907\u53d7\u77a9\u76ee\u7684\u6e38\u620f\u3002<\/strong>Take-Two\u4e92\u52a8\u8f6f\u4ef6\u6b63\u5728\u4e3a2025\u5e74\u505a\u51c6\u5907\uff0c\u63a8\u51fa\u300a\u4fa0\u76d7\u730e\u8f66\u624bVI\u300b\u3001\u300a\u9ed1\u624b\u515a4\u300b\u3001\u300a\u65e0\u4e3b\u4e4b\u57304\u300b\u7b49\u5907\u53d7\u77a9\u76ee\u7684\u6e38\u620f\uff0c\u6709\u671b\u63a8\u52a8\u6536\u76ca\u5927\u5e45\u589e\u957f\u3002\u5c3d\u7ba1\u65e9\u4e9b\u65f6\u5019\u906d\u9047\u4e86\u4e00\u4e9b\u632b\u6298\uff0c\u6bd4\u5982\u300a\u4fa0\u76d7\u730e\u8f66\u624b6\u300b(GTA 6)\u53ef\u80fd\u88ab\u63a8\u8fdf\uff0c\u4f46\u8be5\u516c\u53f8\u5bf9\u672a\u6765\u4e24\u4e2a\u8d22\u5e74\u7684\u8d22\u52a1\u524d\u666f\u4ecd\u6301\u4e50\u89c2\u6001\u5ea6\u3002Take-Two\u8fd8\u8ba1\u5212\u53d1\u884c\u300aWWE 2K25\u300b\u3001\u300a\u6587\u660e5\u300b\u3001\u300aNBA 2K26\u300b\u548c\u300a\u72b9\u5927\u300b\uff0c\u4ee5\u53caRockstar Games\u6295\u8d44\u7684\u300aMax Payne 1 & 2\u300b\u91cd\u5236\u5305\u3002Take-Two\u5bf9Zynga\u7684\u6536\u8d2d\u4e3a\u4e0a\u4e00\u8d22\u5e74\u521b\u9020\u4e86\u521b\u7eaa\u5f55\u7684\u9ad8\u9884\u8ba2\u91cf\uff0c\u8be5\u516c\u53f8\u6709\u671b\u5728\u672c\u8d22\u5e74\u53d6\u5f97\u8fdb\u4e00\u6b65\u7684\u8425\u6536\u6210\u529f\uff0c\u9884\u8ba1\u300a\u4fa0\u76d7\u730e\u8f66\u624b6\u300b\u5c06\u6210\u4e3a2025\u5e74\u7684\u4e00\u5927\u4eae\u70b9\u3002\n  <\/li><li><strong>\u8868\u73b0\u51fa\u6e38\u620f\u9886\u57df\u7684\u589e\u957f\u3002<\/strong>\u6839\u636eNewzoo\u7684\u6570\u636e\uff0c\u5168\u7403\u6e38\u620f\u5e02\u573a\u9884\u8ba1\u5c06\u540c\u6bd4\u589e\u957f2.1%\uff0c\u8fbe\u52301,877\u4ebf\u7f8e\u5143\u3002\u8fd9\u79cd\u589e\u957f\u867d\u7136\u6e29\u548c\uff0c\u4f46\u53cd\u6620\u4e86\u5168\u7403\u5e73\u5747\u6e38\u620f\u65f6\u95f4\u4e0b\u964d\u548c\u5927\u578b\u5de5\u4f5c\u5ba4\u4e3b\u5bfc\u7b49\u6301\u7eed\u8d8b\u52bf\u3002\u9884\u8ba1\u52302024\u5e74\uff0cPC\u6e38\u620f\u6536\u76ca\u5c06\u8d85\u8fc7\u624b\u673a\u548c\u4e3b\u673a\u6e38\u620f\uff0c\u5176\u4e2d\u624b\u673a\u6e38\u620f\u5c06\u5360\u603b\u6536\u5165\u768449%\u3002\u9884\u8ba1\u7f8e\u56fd\u548c\u4e2d\u56fd\u5c06\u4e3b\u5bfc\u5730\u533a\u6536\u5165\uff0c\u800c\u62c9\u4e01\u7f8e\u6d32\u3001\u4e2d\u4e1c\u548c\u975e\u6d32\u7b49\u65b0\u5174\u5e02\u573a\u7684\u589e\u957f\u7387\u5c06\u6700\u9ad8\u3002\u52302027\u5e74\uff0c\u8be5\u5e02\u573a\u9884\u8ba1\u5c06\u8fbe\u52302133\u4ebf\u7f8e\u5143\u3002\u9274\u4e8eTake-Two\u7684\u65b0\u6e38\u620f\u4e3b\u8981\u9762\u5411PC\u548c\u4e3b\u673a\u5e02\u573a\uff0c\u800c\u5176\u6536\u8d2d\u7684\u516c\u53f8Zynga\u7684\u70ed\u95e8\u6e38\u620f\u5219\u9762\u5411\u624b\u673a\u5e02\u573a\uff0c\u56e0\u6b64\u6e38\u620f\u884c\u4e1a\u7684\u589e\u957f\u5c06\u5bf9Take-Two\u5927\u6709\u88e8\u76ca\uff0c\u4f7f\u5176\u80fd\u591f\u4ece\u624b\u673a\u6e38\u620f\u7684\u6301\u7eed\u589e\u957f\u4e2d\u83b7\u76ca\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2024\u5e74\u5168\u7403\u6e38\u620f\u5e02\u573a\u5404\u7ec6\u5206\u5e02\u573a\u6536\u5165<\/strong>\n  <img loading=\"lazy\" decoding=\"async\" width=\"1280\" height=\"720\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-pie-chart-with-numbers-and-symbols-description-1.png\" class=\"wp-image-50549\" alt=\"A pie chart with numbers and symbols\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-pie-chart-with-numbers-and-symbols-description-1.png 1280w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-pie-chart-with-numbers-and-symbols-description-1-300x169.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-pie-chart-with-numbers-and-symbols-description-1-1024x576.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-pie-chart-with-numbers-and-symbols-description-1-768x432.png 768w\" sizes=\"(max-width: 1280px) 100vw, 1280px\" \/>\n<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Newzoo)\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\u957f4.7%\uff0c\u8fbe\u523013.4\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f9,000\u4e07\u7f8e\u5143\u3002GAAP\u6bcf\u80a1\u4e8f\u635f\u4e3a1.52\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u4f4e0.15\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u9884\u8ba1\uff0c\u7531\u4e8e\u76f4\u64ad\u670d\u52a1\u6e38\u620f\u7684\u652f\u51fa\u51cf\u5c11\uff0c\u7b2c\u4e8c\u5b63\u5ea6\u7684\u9884\u8ba2\u91cf\u5c06\u4f4e\u4e8e\u9884\u671f\u3002\u622a\u6b62\u523027\u8d22\u5e74\uff0cTake-Two\u7ea6\u670940\u6b3e\u6e38\u620f\u6b63\u5728\u5f00\u53d1\u4e2d\uff0c\u636e\u62a5\u9053\uff0c\u76ee\u524d\u6b63\u5728\u8fdb\u884c\u7684\u7535\u5b50\u6e38\u620f\u6f14\u5458\u7f62\u5de5\u5e76\u672a\u5bf9\u5176\u9879\u76ee\u4ea7\u751f\u5f71\u54cd\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-box-with-white-text-37.png\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" class=\"wp-image-50550\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-blue-and-white-rectangular-box-with-white-text-37.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-blue-and-white-rectangular-box-with-white-text-37-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1529\" height=\"557\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-screen-description-automatically-gen-13.jpeg\" alt=\"A graph on a screen\n\nDescription automatically generated\" class=\"wp-image-50551\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-screen-description-automatically-gen-13.jpeg 1529w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-screen-description-automatically-gen-13-300x109.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-screen-description-automatically-gen-13-1024x373.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-on-a-screen-description-automatically-gen-13-768x280.jpeg 768w\" sizes=\"(max-width: 1529px) 100vw, 1529px\" \/><\/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-14.png\" class=\"wp-image-50552\" 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-14.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-long-line-of-a-flag-description-automatically-g-14-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-long-line-of-a-flag-description-automatically-g-14-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><strong> <\/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>\u91cd\u7533\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-2.png\" alt=\"A graph of green lines\n\nDescription automatically generated with medium confidence\" class=\"wp-image-50553\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-of-green-lines-description-automatically-2.png 825w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-of-green-lines-description-automatically-2-300x152.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-of-green-lines-description-automatically-2-768x390.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-13.png\" alt=\"A blue and white rectangular object with numbers\n\nDescription automatically generated\" class=\"wp-image-50554\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-blue-and-white-rectangular-object-with-numbers-13.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-blue-and-white-rectangular-object-with-numbers-13-300x64.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-3.jpeg\" alt=\"A graph with green and red lines\n\nDescription automatically generated\" class=\"wp-image-50555\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-with-green-and-red-lines-description-auto-3.jpeg 1194w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-with-green-and-red-lines-description-auto-3-300x135.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-with-green-and-red-lines-description-auto-3-1024x460.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/a-graph-with-green-and-red-lines-description-auto-3-768x345.jpeg 768w\" sizes=\"(max-width: 1194px) 100vw, 1194px\" \/><\/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-50435-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-324.png\" class=\"wp-image-50557\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-324.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-324-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"618\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-325.png\" alt=\"\" class=\"wp-image-50558\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-325.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-325-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Add Tencent Holdings Ltd (700 HK) at HK$366 and United Hampshire US REIT (UHU SP) at US$0.43.\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\/08\/word-image-326.png\" alt=\"\" class=\"wp-image-50559\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-326.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-326-300x157.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/08\/word-image-326-768x402.png 768w\" sizes=\"(max-width: 943px) 100vw, 943px\" \/><\/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 \u5168\u6c11\u7259\u533b (QNM SP)\uff1a\u6269\u5927\u53d1\u5c55\u7a7a\u95f4 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.265\uff0c\u76ee\u6807\u4ef7\uff1a0.285\uff0c\u6b62\u635f\u4ef7\uff1a0.255 \u5168\u6c11\u7259\u533b\u7ecf\u8425\u7259\u79d1\u8bca\u6240\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u7f8e\u5bb9\u3001\u513f\u7ae5\u548c\u666e\u901a\u7259\u79d1;\u9002\u5408\u7259\u51a0\u3001\u5047\u7259\u548c\u7259\u5957;\u5e76\u63d0\u4f9b\u7259\u9f88\u51fa\u8840\u6cbb\u7597\uff0c\u7259\u9f88\u624b\u672f\u548c\u53e3\u8154\u624b\u672f;\u6cbb\u7597\u6253\u9f3e\u548c\u78e8\u7259\u3002 \u7740\u773c\u4e8e\u8fdb\u4e00\u6b65\u7684\u6269\u5f20\u3002\u5168\u6c11\u7259\u533b\u5728\u5176\u8d22\u52a1\u4e1a\u7ee9\u516c\u544a\u4e2d\u900f\u9732\uff0c\u8ba1\u5212\u5728\u65b0\u52a0\u5761\u548c\u5176\u4ed6\u4e9a\u592a\u5e02\u573a\u63a2\u7d22\u6218\u7565\u589e\u957f\u673a\u4f1a\u3002\u8fd9\u4e00\u51b3\u5b9a\u662f\u5728\u4e00\u5e74\u7684\u4e1a\u52a1\u6d41\u7a0b\u7cbe\u7b80\u4e4b\u540e\u505a\u51fa\u7684\uff0c\u8fd9\u4f7f\u5f97\u76c8\u5229\u80fd\u529b\u6709\u6240\u63d0\u9ad8\uff0c\u8fd9\u8868\u660e\u8be5\u516c\u53f8\u4e3a\u4e0b\u4e00\u9636\u6bb5\u7684\u589e\u957f\u505a\u597d\u4e86\u51c6\u5907\u3002 \u63d0\u9ad8\u76c8\u5229\u80fd\u529b\u3002\u8be5\u516c\u53f8\u7684\u51c0\u5229\u6da6\u7387\u5927\u5e45\u589e\u957f\uff0c\u4ece2023\u5e74\u540c\u671f\u76846.6%\u4e0a\u5347\u81f32024\u5e74\u4e0a\u534a\u5e74\u768411.5%\u3002\u4e00\u4e9b\u8d39\u7528\u7c7b\u522b\u4e0e\u53bb\u5e74\u540c\u671f\u6301\u5e73\u6216\u4e0b\u964d\uff0c\u51f8\u663e\u4e86\u516c\u53f8\u5728\u7cbe\u7b80\u4e1a\u52a1\u6d41\u7a0b\u548c\u52a0\u5f3a\u6709\u673a\u8fd0\u8425\u65b9\u9762\u7684\u6210\u529f\u52aa\u529b\u3002\u6211\u4eec\u9884\u8ba1\u8fd9\u79cd\u63d0\u9ad8\u7684\u6548\u7387\u5c06\u5728\u4eca\u5e74\u5269\u4f59\u65f6\u95f4\u5185\u6301\u7eed\u4e0b\u53bb\u3002 24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u300224\u5e74\u4e0a\u534a\u5e74\u7684\u603b\u6536\u5165\u540c\u6bd4\u589e\u957f1.9%\uff0c\u4ece23\u5e74\u4e0a\u534a\u5e74\u76848,710\u4e07\u65b0\u5143\u589e\u81f38,880\u4e07\u65b0\u5143\uff0c\u4e3b\u8981\u662f\u7531\u4e8e\u96c6\u56e2\u5728\u65b0\u52a0\u5761\u7684\u521d\u7ea7\u533b\u7597\u4fdd\u5065\u4e1a\u52a1\u7684\u6536\u5165\u8d21\u732e\u589e\u52a0\uff0c\u90e8\u5206\u88ab\u96c6\u56e2\u533b\u7597\u5b9e\u9a8c\u5ba4\u4e1a\u52a1\u548c\u7259\u79d1\u5206\u9500\u4e1a\u52a1\u7684\u6536\u5165\u8d21\u732e\u51cf\u5c11\u6240\u62b5\u6d88\u3002\u51c0\u5229\u606f\u6536\u5165\u548c\u975e\u5229\u606f\u6536\u5165\u5206\u522b\u540c\u6bd4\u589e\u957f3%\u548c15%\u30022024\u5e74\u4e0a\u534a\u5e74\uff0cPATMI\u540c\u6bd4\u4e0a\u6da883.7%\uff0c\u81f3980\u4e07\u65b0\u5143\uff0c\u800c2023\u5e74\u4e0a\u534a\u5e74\u4e3a533\u4e07\u65b0\u5143\u3002\u7a00\u91ca\u540e\u7684\u6bcf\u80a1\u6536\u76ca\u572824\u5e74\u4e0a\u534a\u5e74\u5347\u81f31.04\u65b0\u52a0\u5761\u5206\uff0c\u800c\u572823\u5e74\u540c\u671f\u5347\u81f30.56\u65b0\u52a0\u5761\u5206\u3002\u96c6\u56e2\u5ba3\u5e03\u4e8e2024\u5e749\u67082\u65e5\u6d3e\u53d1\u4e2d\u671f\u80a1\u606f\uff0c\u6bcf\u80a10.40\u65b0\u52a0\u5761\u5206\uff0c\u540c\u6bd4\u589e\u957f150%\uff0c\u6d3e\u606f\u7387\u4e3a39%\u3002 \u6211\u4eec\u5bf9\u57fa\u672c\u9762\u7684\u8bc4\u7ea7\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a0.35\u65b0\u5143\u3002\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb\u62a5\u544a\u5168\u6587\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u534e\u4fa8\u94f6\u884c (OCBC SP)\uff1a\u964d\u606f\u523a\u6fc0\u8d37\u6b3e\u589e\u957f \u91cd\u7533\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 \u5bf92024\u5e74\u7f8e\u8054\u50a8\u964d\u606f\u7684\u4e50\u89c2\u60c5\u7eea\u3002\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 \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) \u4e2d\u56fd\u94dd\u4e1a(2600 HK)\uff1a2024\u5e74\u5269\u4f59\u65f6\u95f4\u4f9b\u5e94\u7d27\u5f20 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\u6c27\u5316\u94dd\u4f9b\u5e94\u7d27\u5f20\u3002\u53d7\u591a\u79cd\u56e0\u7d20\u5f71\u54cd\uff0c\u6c27\u5316\u94dd\u4f9b\u5e94\u6301\u7eed\u8d8b\u7d27\u3002\u4e2d\u56fd\u94dd\u4ea7\u91cf\u7684\u589e\u52a0\u6269\u5927\u4e86\u5bf9\u4e2d\u95f4\u4ea7\u54c1\u6c27\u5316\u94dd\u7684\u9700\u6c42\u3002\u6b64\u5916\uff0c\u94dd\u751f\u4ea7\u7684\u539f\u6750\u6599\u6210\u672c\u4e5f\u6709\u6240\u4e0a\u5347\uff0c\u4e2d\u56fd\u6c27\u5316\u94dd\u671f\u8d27\u89e6\u53ca\u8fd1\u4e09\u4e2a\u6708\u9ad8\u4f4d\u3002\u7f8e\u56fd\u94dd\u4e1a(Alcoa)\u548c\u529b\u62d3(Rio Tinto)\u5728\u6fb3\u5927\u5229\u4e9a\u8fd0\u8425\u7684\u6c27\u5316\u94dd\u7cbe\u70bc\u5382\u51cf\u4ea7\uff0c\u8fdb\u4e00\u6b65\u52a0\u5267\u4e86\u4f9b\u5e94\u7d27\u5f20\u3002\u53d7\u539f\u94dd\u751f\u4ea7\u76c8\u5229\u80fd\u529b\u63d0\u9ad8\u7684\u63a8\u52a8\uff0c\u6c27\u5316\u94dd\u5e93\u5b58\u5df2\u5927\u5e45\u51cf\u5c11\u3002\u6c27\u5316\u94dd\u4f9b\u5e94\u7d27\u5f20\u53ef\u80fd\u4f1a\u4f7f\u94dd\u548c\u6c27\u5316\u94dd\u4ef7\u683c\u7ee7\u7eed\u8d70\u9ad8\uff0c\u4ece\u800c\u4f7f\u4e2d\u56fd\u94dd\u4e1a\u516c\u53f8\u53d7\u76ca\u3002 \u94dd\u4ef7\u98d9\u5347\u3002\u94dd\u671f\u8d27\u4e00\u76f4\u7a33\u6b65\u4e0a\u6da8\uff0c8\u6708\u89e6\u53ca\u6bcf\u54282,480\u7f8e\u5143\u4e0a\u65b9\uff0c\u4e3a\u516d\u5468\u9ad8\u4f4d\uff0c\u4e3b\u8981\u56e0\u57fa\u91d1\u4e70\u76d8\u589e\u52a0\u3002\u8fd9\u4e00\u98d9\u5347\u88ab\u89c6\u4e3a\u5bf9\u4e0a\u6708\u4ef7\u683c\u5927\u5e45\u4e0b\u8dcc\u7684\u56de\u8c03\u3002\u6b64\u5916\uff0c\u5c3d\u7ba1\u56fd\u5185\u751f\u4ea7\u5f3a\u52b2\uff0c\u4f46\u4e2d\u56fd7\u6708\u4efd\u51fa\u4eba\u610f\u6599\u5730\u589e\u52a0\u4e86\u94dd\u8fdb\u53e3\u91cf\uff0c\u8fd9\u7ed9\u5e02\u573a\u589e\u52a0\u4e86\u538b\u529b\u3002\u4f5c\u4e3a\u5173\u952e\u539f\u6750\u6599\u7684\u6c27\u5316\u94dd\u6210\u672c\u4e0d\u65ad\u4e0a\u5347\uff0c\u4e5f\u63a8\u52a8\u4e86\u4ef7\u683c\u4e0a\u6da8\u3002\u6fb3\u5927\u5229\u4e9a\u70bc\u6cb9\u5382\u51cf\u4ea7\u9020\u6210\u7684\u4f9b\u5e94\u7d27\u5f20\uff0c\u5df2\u5bfc\u81f4\u6c27\u5316\u94dd\u5e93\u5b58\u5927\u5e45\u4e0b\u964d\uff0c\u8fdb\u4e00\u6b65\u652f\u6491\u4e86\u4ef7\u683c\u4e0a\u6da8\u3002 \u94dd\u4ef7\u683c (Source: Bloomberg) \u6f5c\u5728\u6536\u8d2d\u3002\u8be5\u516c\u53f8\u6b63\u5728\u8003\u8651\u6536\u8d2dIndophil Resources [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":38071,"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-50435","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) \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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Phils\u7684\u5927\u91cf\u80a1\u4efd\u3002\u8be5\u516c\u53f8\u62e5\u6709\u83f2\u5f8b\u5bbe\u68c9\u5170\u8001\u5c9b\u7684Tampakan\u94dc\u91d1\u77ff\u9879\u76ee\u3002Tampakan\u9879\u76ee\u4f4d\u4e8e\u5357\u54e5\u6253\u5df4\u6258\uff0c\u5360\u5730\u7ea61\u4e07\u516c\u9877\uff0c\u4f30\u8ba1\u542b\u67091500\u4e07\u5428\u94dc\u548c1760\u4e07\u76ce\u53f8\u9ec4\u91d1\uff0c\u9884\u8ba1\u77ff\u5c71\u5bff\u547d\u8d85\u8fc740\u5e74\u3002\u9884\u8ba1\u57282026\u5e74\u5f00\u59cb\u8fd0\u8425\u65f6\u5c06\u6210\u4e3a\u83f2\u5f8b\u5bbe\u6700\u5927\u7684\u77ff\u5c71\uff0c\u8fd9\u9879\u6f5c\u5728\u768420\u4ebf\u7f8e\u5143\u6295\u8d44\u7b26\u5408\u4e2d\u94dd\u6269\u5927\u5176\u5168\u7403\u77ff\u4e1a\u4e1a\u52a1\u7684\u6218\u7565\u3002\u4f5c\u4e3a\u4e2d\u56fd\u6700\u5927\u7684\u56fd\u6709\u94dd\u751f\u4ea7\u5546\uff0c\u4e2d\u94dd\u6709\u6295\u8d44\u56fd\u9645\u77ff\u4e1a\u9879\u76ee\u7684\u5386\u53f2\uff0c\u5176\u4e2d\u5305\u62ec\u51e0\u5185\u4e9a\u548c\u79d8\u9c81\u7684\u9879\u76ee\u3002 24\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u300224\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u4e0b\u964d26.1%\u81f3490\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a663\u4ebf\u5143\u4eba\u6c11\u5e01\u300224\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f23.0%\u81f322.3\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a18.1\u4ebf\u5143\u4eba\u6c11\u5e01\u300224\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u589e\u957f23.8%\u81f30.130\u5143\u4eba\u6c11\u5e01\uff0c\u800c23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a0.105\u5143\u4eba\u6c11\u5e01\u3002 \u5e02\u573a\u5171\u8bc6 (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) ^ Back To Top Trading Dashboard Update: Add Tencent Holdings Ltd (700\" \/>\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-23-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\u670823\u65e5: \u5168\u6c11\u7259\u533b (QNM SP), \u4e2d\u56fd\u94dd\u4e1a(2600 HK), Take-Two\u4e92\u52a8\u8f6f\u4ef6 (TTWO 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) \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) \u6f5c\u5728\u6536\u8d2d\u3002\u8be5\u516c\u53f8\u6b63\u5728\u8003\u8651\u6536\u8d2dIndophil Resources Phils\u7684\u5927\u91cf\u80a1\u4efd\u3002\u8be5\u516c\u53f8\u62e5\u6709\u83f2\u5f8b\u5bbe\u68c9\u5170\u8001\u5c9b\u7684Tampakan\u94dc\u91d1\u77ff\u9879\u76ee\u3002Tampakan\u9879\u76ee\u4f4d\u4e8e\u5357\u54e5\u6253\u5df4\u6258\uff0c\u5360\u5730\u7ea61\u4e07\u516c\u9877\uff0c\u4f30\u8ba1\u542b\u67091500\u4e07\u5428\u94dc\u548c1760\u4e07\u76ce\u53f8\u9ec4\u91d1\uff0c\u9884\u8ba1\u77ff\u5c71\u5bff\u547d\u8d85\u8fc740\u5e74\u3002\u9884\u8ba1\u57282026\u5e74\u5f00\u59cb\u8fd0\u8425\u65f6\u5c06\u6210\u4e3a\u83f2\u5f8b\u5bbe\u6700\u5927\u7684\u77ff\u5c71\uff0c\u8fd9\u9879\u6f5c\u5728\u768420\u4ebf\u7f8e\u5143\u6295\u8d44\u7b26\u5408\u4e2d\u94dd\u6269\u5927\u5176\u5168\u7403\u77ff\u4e1a\u4e1a\u52a1\u7684\u6218\u7565\u3002\u4f5c\u4e3a\u4e2d\u56fd\u6700\u5927\u7684\u56fd\u6709\u94dd\u751f\u4ea7\u5546\uff0c\u4e2d\u94dd\u6709\u6295\u8d44\u56fd\u9645\u77ff\u4e1a\u9879\u76ee\u7684\u5386\u53f2\uff0c\u5176\u4e2d\u5305\u62ec\u51e0\u5185\u4e9a\u548c\u79d8\u9c81\u7684\u9879\u76ee\u3002 24\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u300224\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u4e0b\u964d26.1%\u81f3490\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a663\u4ebf\u5143\u4eba\u6c11\u5e01\u300224\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f23.0%\u81f322.3\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a18.1\u4ebf\u5143\u4eba\u6c11\u5e01\u300224\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u589e\u957f23.8%\u81f30.130\u5143\u4eba\u6c11\u5e01\uff0c\u800c23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a0.105\u5143\u4eba\u6c11\u5e01\u3002 \u5e02\u573a\u5171\u8bc6 (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) ^ Back To Top Trading Dashboard Update: Add Tencent Holdings Ltd (700\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-23-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=\"2024-08-22T23:57:00+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2024-08-23T02:09:02+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2024\u5e7408\u670823\u65e5: \u5168\u6c11\u7259\u533b (QNM SP), \u4e2d\u56fd\u94dd\u4e1a(2600 HK), Take-Two\u4e92\u52a8\u8f6f\u4ef6 (TTWO 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) \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) \u6f5c\u5728\u6536\u8d2d\u3002\u8be5\u516c\u53f8\u6b63\u5728\u8003\u8651\u6536\u8d2dIndophil Resources Phils\u7684\u5927\u91cf\u80a1\u4efd\u3002\u8be5\u516c\u53f8\u62e5\u6709\u83f2\u5f8b\u5bbe\u68c9\u5170\u8001\u5c9b\u7684Tampakan\u94dc\u91d1\u77ff\u9879\u76ee\u3002Tampakan\u9879\u76ee\u4f4d\u4e8e\u5357\u54e5\u6253\u5df4\u6258\uff0c\u5360\u5730\u7ea61\u4e07\u516c\u9877\uff0c\u4f30\u8ba1\u542b\u67091500\u4e07\u5428\u94dc\u548c1760\u4e07\u76ce\u53f8\u9ec4\u91d1\uff0c\u9884\u8ba1\u77ff\u5c71\u5bff\u547d\u8d85\u8fc740\u5e74\u3002\u9884\u8ba1\u57282026\u5e74\u5f00\u59cb\u8fd0\u8425\u65f6\u5c06\u6210\u4e3a\u83f2\u5f8b\u5bbe\u6700\u5927\u7684\u77ff\u5c71\uff0c\u8fd9\u9879\u6f5c\u5728\u768420\u4ebf\u7f8e\u5143\u6295\u8d44\u7b26\u5408\u4e2d\u94dd\u6269\u5927\u5176\u5168\u7403\u77ff\u4e1a\u4e1a\u52a1\u7684\u6218\u7565\u3002\u4f5c\u4e3a\u4e2d\u56fd\u6700\u5927\u7684\u56fd\u6709\u94dd\u751f\u4ea7\u5546\uff0c\u4e2d\u94dd\u6709\u6295\u8d44\u56fd\u9645\u77ff\u4e1a\u9879\u76ee\u7684\u5386\u53f2\uff0c\u5176\u4e2d\u5305\u62ec\u51e0\u5185\u4e9a\u548c\u79d8\u9c81\u7684\u9879\u76ee\u3002 24\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u300224\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u4e0b\u964d26.1%\u81f3490\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a663\u4ebf\u5143\u4eba\u6c11\u5e01\u300224\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f23.0%\u81f322.3\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a18.1\u4ebf\u5143\u4eba\u6c11\u5e01\u300224\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u589e\u957f23.8%\u81f30.130\u5143\u4eba\u6c11\u5e01\uff0c\u800c23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a0.105\u5143\u4eba\u6c11\u5e01\u3002 \u5e02\u573a\u5171\u8bc6 (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) ^ Back To Top Trading Dashboard Update: Add Tencent Holdings Ltd (700\" \/>\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-23-aug-2024-zh\\\/#blogposting\",\"name\":\"2024\\u5e7408\\u670823\\u65e5: \\u5168\\u6c11\\u7259\\u533b (QNM SP), \\u4e2d\\u56fd\\u94dd\\u4e1a(2600 HK), Take-Two\\u4e92\\u52a8\\u8f6f\\u4ef6 (TTWO US) \\u2022 KGI Singapore 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\\u4ea4\\u6613\\u9f99\\u864e\\u699c \\u7f8e\\u56fd \\u9999\\u6e2f ^ Back To Top (Source: Bloomberg) (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) \\u6f5c\\u5728\\u6536\\u8d2d\\u3002\\u8be5\\u516c\\u53f8\\u6b63\\u5728\\u8003\\u8651\\u6536\\u8d2dIndophil Resources 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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) \u6f5c\u5728\u6536\u8d2d\u3002\u8be5\u516c\u53f8\u6b63\u5728\u8003\u8651\u6536\u8d2dIndophil Resources Phils\u7684\u5927\u91cf\u80a1\u4efd\u3002\u8be5\u516c\u53f8\u62e5\u6709\u83f2\u5f8b\u5bbe\u68c9\u5170\u8001\u5c9b\u7684Tampakan\u94dc\u91d1\u77ff\u9879\u76ee\u3002Tampakan\u9879\u76ee\u4f4d\u4e8e\u5357\u54e5\u6253\u5df4\u6258\uff0c\u5360\u5730\u7ea61\u4e07\u516c\u9877\uff0c\u4f30\u8ba1\u542b\u67091500\u4e07\u5428\u94dc\u548c1760\u4e07\u76ce\u53f8\u9ec4\u91d1\uff0c\u9884\u8ba1\u77ff\u5c71\u5bff\u547d\u8d85\u8fc740\u5e74\u3002\u9884\u8ba1\u57282026\u5e74\u5f00\u59cb\u8fd0\u8425\u65f6\u5c06\u6210\u4e3a\u83f2\u5f8b\u5bbe\u6700\u5927\u7684\u77ff\u5c71\uff0c\u8fd9\u9879\u6f5c\u5728\u768420\u4ebf\u7f8e\u5143\u6295\u8d44\u7b26\u5408\u4e2d\u94dd\u6269\u5927\u5176\u5168\u7403\u77ff\u4e1a\u4e1a\u52a1\u7684\u6218\u7565\u3002\u4f5c\u4e3a\u4e2d\u56fd\u6700\u5927\u7684\u56fd\u6709\u94dd\u751f\u4ea7\u5546\uff0c\u4e2d\u94dd\u6709\u6295\u8d44\u56fd\u9645\u77ff\u4e1a\u9879\u76ee\u7684\u5386\u53f2\uff0c\u5176\u4e2d\u5305\u62ec\u51e0\u5185\u4e9a\u548c\u79d8\u9c81\u7684\u9879\u76ee\u3002 24\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u300224\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u4e0b\u964d26.1%\u81f3490\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a663\u4ebf\u5143\u4eba\u6c11\u5e01\u300224\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f23.0%\u81f322.3\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a18.1\u4ebf\u5143\u4eba\u6c11\u5e01\u300224\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u589e\u957f23.8%\u81f30.130\u5143\u4eba\u6c11\u5e01\uff0c\u800c23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a0.105\u5143\u4eba\u6c11\u5e01\u3002 \u5e02\u573a\u5171\u8bc6 (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) ^ Back To Top Trading Dashboard Update: Add Tencent Holdings Ltd (700","inLanguage":"en-US","isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/#website"},"breadcrumb":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-23-aug-2024-zh\/#breadcrumblist"},"author":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/#author"},"creator":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/#author"},"image":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/2.png?wsr","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-23-aug-2024-zh\/#mainImage","width":652,"height":385},"primaryImageOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-23-aug-2024-zh\/#mainImage"},"datePublished":"2024-08-23T07:57:00+08:00","dateModified":"2024-08-23T10:09:02+08:00"},{"@type":"WebSite","@id":"https:\/\/www.kgieworld.sg\/research\/#website","url":"https:\/\/www.kgieworld.sg\/research\/","name":"KGI Singapore 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\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) \u6f5c\u5728\u6536\u8d2d\u3002\u8be5\u516c\u53f8\u6b63\u5728\u8003\u8651\u6536\u8d2dIndophil Resources Phils\u7684\u5927\u91cf\u80a1\u4efd\u3002\u8be5\u516c\u53f8\u62e5\u6709\u83f2\u5f8b\u5bbe\u68c9\u5170\u8001\u5c9b\u7684Tampakan\u94dc\u91d1\u77ff\u9879\u76ee\u3002Tampakan\u9879\u76ee\u4f4d\u4e8e\u5357\u54e5\u6253\u5df4\u6258\uff0c\u5360\u5730\u7ea61\u4e07\u516c\u9877\uff0c\u4f30\u8ba1\u542b\u67091500\u4e07\u5428\u94dc\u548c1760\u4e07\u76ce\u53f8\u9ec4\u91d1\uff0c\u9884\u8ba1\u77ff\u5c71\u5bff\u547d\u8d85\u8fc740\u5e74\u3002\u9884\u8ba1\u57282026\u5e74\u5f00\u59cb\u8fd0\u8425\u65f6\u5c06\u6210\u4e3a\u83f2\u5f8b\u5bbe\u6700\u5927\u7684\u77ff\u5c71\uff0c\u8fd9\u9879\u6f5c\u5728\u768420\u4ebf\u7f8e\u5143\u6295\u8d44\u7b26\u5408\u4e2d\u94dd\u6269\u5927\u5176\u5168\u7403\u77ff\u4e1a\u4e1a\u52a1\u7684\u6218\u7565\u3002\u4f5c\u4e3a\u4e2d\u56fd\u6700\u5927\u7684\u56fd\u6709\u94dd\u751f\u4ea7\u5546\uff0c\u4e2d\u94dd\u6709\u6295\u8d44\u56fd\u9645\u77ff\u4e1a\u9879\u76ee\u7684\u5386\u53f2\uff0c\u5176\u4e2d\u5305\u62ec\u51e0\u5185\u4e9a\u548c\u79d8\u9c81\u7684\u9879\u76ee\u3002 24\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u300224\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u4e0b\u964d26.1%\u81f3490\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a663\u4ebf\u5143\u4eba\u6c11\u5e01\u300224\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f23.0%\u81f322.3\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a18.1\u4ebf\u5143\u4eba\u6c11\u5e01\u300224\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u589e\u957f23.8%\u81f30.130\u5143\u4eba\u6c11\u5e01\uff0c\u800c23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a0.105\u5143\u4eba\u6c11\u5e01\u3002 \u5e02\u573a\u5171\u8bc6 (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) ^ Back To Top Trading Dashboard Update: Add Tencent Holdings Ltd (700","og:url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-23-aug-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":"2024-08-22T23:57:00+00:00","article:modified_time":"2024-08-23T02:09:02+00:00","twitter:card":"summary","twitter:title":"2024\u5e7408\u670823\u65e5: \u5168\u6c11\u7259\u533b (QNM SP), \u4e2d\u56fd\u94dd\u4e1a(2600 HK), Take-Two\u4e92\u52a8\u8f6f\u4ef6 (TTWO 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) \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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\u6211\u4eec\u5bf9\u57fa\u672c\u9762\u7684\u8bc4\u7ea7\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a0.35\u65b0\u5143\u3002\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb\u62a5\u544a\u5168\u6587\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u534e\u4fa8\u94f6\u884c (OCBC SP)\uff1a\u964d\u606f\u523a\u6fc0\u8d37\u6b3e\u589e\u957f \u91cd\u7533\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 \u5bf92024\u5e74\u7f8e\u8054\u50a8\u964d\u606f\u7684\u4e50\u89c2\u60c5\u7eea\u3002\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 \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) \u4e2d\u56fd\u94dd\u4e1a(2600 HK)\uff1a2024\u5e74\u5269\u4f59\u65f6\u95f4\u4f9b\u5e94\u7d27\u5f20 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a4.70\uff0c\u76ee\u6807\u4ef7\uff1a5.10\uff0c\u6b62\u635f\u4ef7\uff1a4.50 \u4e2d\u56fd\u94dd\u4e1a\u80a1\u4efd\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u539f\u94dd\u548c\u94dd\u5236\u54c1\u751f\u4ea7\u548c\u9500\u552e\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u901a\u8fc7\u4e94\u4e2a\u5206\u90e8\u5f00\u5c55\u4e1a\u52a1\u3002\u6c27\u5316\u94dd\u5206\u90e8\u4ece\u4e8b\u94dd\u571f\u77ff\u7684\u5f00\u91c7\u548c\u8d2d\u4e70\u3001\u6c27\u5316\u94dd\u3001\u4ee5\u53ca\u94dd\u77fe\u571f\u7684\u751f\u4ea7\u548c\u9500\u552e\u3002\u539f\u94dd\u5206\u90e8\u4ece\u4e8b\u6c27\u5316\u94dd\u7684\u7535\u89e3\uff0c\u539f\u94dd\u3001\u78b3\u7d20\u4ea7\u54c1\u3001\u94dd\u5408\u91d1\u53ca\u5176\u4ed6\u7535\u89e3\u94dd\u4ea7\u54c1\u7684\u751f\u4ea7\u548c\u9500\u552e\u3002\u80fd\u6e90\u5206\u90e8\u4ece\u4e8b\u7164\u77ff\u5f00\u91c7\u3001\u706b\u529b\u53d1\u7535\u3001\u98ce\u529b\u53d1\u7535\u53ca\u5149\u4f0f\u53d1\u7535\u3001\u65b0\u80fd\u6e90\u88c5\u5907\u5236\u9020\u4e1a\u52a1\u7b49\u3002\u8d38\u6613\u5206\u90e8\u4ece\u4e8b\u6c27\u5316\u94dd\u3001\u539f\u94dd\u3001\u94dd\u52a0\u5de5\u4ea7\u54c1\u53ca\u5176\u4ed6\u6709\u8272\u91d1\u5c5e\u4ea7\u54c1\u548c\u7164\u70ad\u7b49\u7684\u8d38\u6613\u3002\u603b\u90e8\u53ca\u5176\u4ed6\u7ecf\u8425\u5206\u90e8\u4ece\u4e8b\u603b\u90e8\u7ba1\u7406\u3001\u7814\u53d1\u6d3b\u52a8\u53ca\u5176\u4ed6\u4e1a\u52a1\u3002 \u6c27\u5316\u94dd\u4f9b\u5e94\u7d27\u5f20\u3002\u53d7\u591a\u79cd\u56e0\u7d20\u5f71\u54cd\uff0c\u6c27\u5316\u94dd\u4f9b\u5e94\u6301\u7eed\u8d8b\u7d27\u3002\u4e2d\u56fd\u94dd\u4ea7\u91cf\u7684\u589e\u52a0\u6269\u5927\u4e86\u5bf9\u4e2d\u95f4\u4ea7\u54c1\u6c27\u5316\u94dd\u7684\u9700\u6c42\u3002\u6b64\u5916\uff0c\u94dd\u751f\u4ea7\u7684\u539f\u6750\u6599\u6210\u672c\u4e5f\u6709\u6240\u4e0a\u5347\uff0c\u4e2d\u56fd\u6c27\u5316\u94dd\u671f\u8d27\u89e6\u53ca\u8fd1\u4e09\u4e2a\u6708\u9ad8\u4f4d\u3002\u7f8e\u56fd\u94dd\u4e1a(Alcoa)\u548c\u529b\u62d3(Rio Tinto)\u5728\u6fb3\u5927\u5229\u4e9a\u8fd0\u8425\u7684\u6c27\u5316\u94dd\u7cbe\u70bc\u5382\u51cf\u4ea7\uff0c\u8fdb\u4e00\u6b65\u52a0\u5267\u4e86\u4f9b\u5e94\u7d27\u5f20\u3002\u53d7\u539f\u94dd\u751f\u4ea7\u76c8\u5229\u80fd\u529b\u63d0\u9ad8\u7684\u63a8\u52a8\uff0c\u6c27\u5316\u94dd\u5e93\u5b58\u5df2\u5927\u5e45\u51cf\u5c11\u3002\u6c27\u5316\u94dd\u4f9b\u5e94\u7d27\u5f20\u53ef\u80fd\u4f1a\u4f7f\u94dd\u548c\u6c27\u5316\u94dd\u4ef7\u683c\u7ee7\u7eed\u8d70\u9ad8\uff0c\u4ece\u800c\u4f7f\u4e2d\u56fd\u94dd\u4e1a\u516c\u53f8\u53d7\u76ca\u3002 \u94dd\u4ef7\u98d9\u5347\u3002\u94dd\u671f\u8d27\u4e00\u76f4\u7a33\u6b65\u4e0a\u6da8\uff0c8\u6708\u89e6\u53ca\u6bcf\u54282,480\u7f8e\u5143\u4e0a\u65b9\uff0c\u4e3a\u516d\u5468\u9ad8\u4f4d\uff0c\u4e3b\u8981\u56e0\u57fa\u91d1\u4e70\u76d8\u589e\u52a0\u3002\u8fd9\u4e00\u98d9\u5347\u88ab\u89c6\u4e3a\u5bf9\u4e0a\u6708\u4ef7\u683c\u5927\u5e45\u4e0b\u8dcc\u7684\u56de\u8c03\u3002\u6b64\u5916\uff0c\u5c3d\u7ba1\u56fd\u5185\u751f\u4ea7\u5f3a\u52b2\uff0c\u4f46\u4e2d\u56fd7\u6708\u4efd\u51fa\u4eba\u610f\u6599\u5730\u589e\u52a0\u4e86\u94dd\u8fdb\u53e3\u91cf\uff0c\u8fd9\u7ed9\u5e02\u573a\u589e\u52a0\u4e86\u538b\u529b\u3002\u4f5c\u4e3a\u5173\u952e\u539f\u6750\u6599\u7684\u6c27\u5316\u94dd\u6210\u672c\u4e0d\u65ad\u4e0a\u5347\uff0c\u4e5f\u63a8\u52a8\u4e86\u4ef7\u683c\u4e0a\u6da8\u3002\u6fb3\u5927\u5229\u4e9a\u70bc\u6cb9\u5382\u51cf\u4ea7\u9020\u6210\u7684\u4f9b\u5e94\u7d27\u5f20\uff0c\u5df2\u5bfc\u81f4\u6c27\u5316\u94dd\u5e93\u5b58\u5927\u5e45\u4e0b\u964d\uff0c\u8fdb\u4e00\u6b65\u652f\u6491\u4e86\u4ef7\u683c\u4e0a\u6da8\u3002 \u94dd\u4ef7\u683c (Source: Bloomberg) \u6f5c\u5728\u6536\u8d2d\u3002\u8be5\u516c\u53f8\u6b63\u5728\u8003\u8651\u6536\u8d2dIndophil Resources&hellip;","_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/50435","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\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/comments?post=50435"}],"version-history":[{"count":6,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/50435\/revisions"}],"predecessor-version":[{"id":50574,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/50435\/revisions\/50574"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media\/38071"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media?parent=50435"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/categories?post=50435"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/tags?post=50435"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}