{"id":51450,"date":"2024-09-11T07:56:00","date_gmt":"2024-09-10T23:56:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=51450"},"modified":"2024-09-11T11:13:01","modified_gmt":"2024-09-11T03:13:01","slug":"kgi-daily-trading-ideas-11-sep-2024-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-11-sep-2024-zh\/","title":{"rendered":"2024\u5e7409\u670811\u65e5: \u76ca\u8d44\u6e90(FR SP), \u643a\u7a0b\u96c6\u56e2(9961 HK), \u6234\u5c14\u79d1\u6280 (DELL US)"},"content":{"rendered":"\n<p class=\"has-cyan-bluish-gray-background-color has-background wp-block-paragraph\"><a href=\"#sg\">\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350<\/a> |<a href=\"#hk\"> \u9999\u6e2f\u80a1\u7968\u63a8\u8350<\/a> | <a href=\"#us\">\u7f8e\u80a1\u63a8\u8350<\/a> | <a href=\"http:\/\/sp\">\u884c\u4e1a\u677f\u5757\u8868\u73b0<\/a> | <a href=\"#td\"> \u4ea4\u6613\u9f99\u864e\u699c<\/a> <\/p>\n\n\n\n<figure class=\"wp-block-image\" id=\"sp\"><img fetchpriority=\"high\" decoding=\"async\" width=\"829\" height=\"104\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-259.png\" alt=\"\" class=\"wp-image-47866\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-259.png 829w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-259-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-259-768x96.png 768w\" sizes=\"(max-width: 829px) 100vw, 829px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-49365-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"941\" height=\"424\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/image-51.png\" alt=\"\" class=\"wp-image-51520\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/image-51.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/image-51-300x135.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/image-51-768x346.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"941\" height=\"240\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/image-52.png\" alt=\"\" class=\"wp-image-51521\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/image-52.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/image-52-300x77.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/image-52-768x196.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"941\" height=\"290\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/image-53.png\" alt=\"\" class=\"wp-image-51522\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/image-53.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/image-53-300x92.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/image-53-768x237.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\/09\/word-image-74.png\" alt=\"\" class=\"wp-image-51362\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-74.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-74-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-51303-_qqv3rtx8nazp\"><\/a><a id=\"post-51303-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"941\" height=\"412\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/image-41.png\" alt=\"\" class=\"wp-image-51480\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/image-41.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/image-41-300x131.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/image-41-768x336.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\">^ Back To Top<\/a> <\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-75.png\" alt=\"\" class=\"wp-image-51364\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-75.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-75-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-51303-_9i0c554gtu0u\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-76.png\" class=\"wp-image-51365\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-76.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-76-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u7802\u4e4b\u8239\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258(SASSR SP)\uff1a\u53ef\u9760\u7684\u4fe1\u6258<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.665\uff0c\u76ee\u6807\u4ef7\uff1a0.725\uff0c\u6b62\u635f\u4ef7\uff1a0.635<\/strong>\n  <\/li><li>\n    \u7802\u4e4b\u8239\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u662f\u4e00\u5bb6\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u516c\u53f8\u3002\u516c\u53f8\u6295\u8d44\u4e8e\u591a\u5143\u5316\u7684\u96f6\u552e\u623f\u5730\u4ea7\u8d44\u4ea7\u7ec4\u5408\u3002\u7802\u4e4b\u8239\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u670d\u52a1\u4e8e\u4e9a\u6d32\u5ba2\u6237\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u7a33\u5b9a\u3002<\/strong>\u7802\u4e4b\u8239\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\u62a5\u544a\uff0c2009\u5e74\u7b2c\u4e00\u5b63\u5ea6\u5355\u4f4d\u53ef\u5206\u914d\u6536\u76ca(DPU)\u540c\u6bd4\u4e0b\u964d5.1%\u81f33.153\u65b0\u52a0\u5761\u5206\u3002\u5c3d\u7ba1\u5982\u6b64\uff0c\u59d4\u6258\u7ba1\u7406\u534f\u8bae(EMA)\u79df\u91d1\u6536\u5165\u4fdd\u6301\u7a33\u5b9a\uff0c\u4ea4\u4ed8\u4eba\u6c11\u5e013.29\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f0.9%\uff0c\u76f8\u5f53\u4e8e6,230\u4e07\u65b0\u5143\uff0c\u540c\u6bd4\u7565\u6709\u4e0b\u964d0.4%\u3002\u8003\u8651\u5230\u524d\u671f\u501f\u8d37\u6210\u672c\u7684\u5904\u7406\u65b9\u5f0f\u7684\u53d8\u5316\u4ee5\u53ca\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\u7ecf\u740620%\u7684\u57fa\u672c\u8d39\u7528\u5c06\u4ee5\u73b0\u91d1\u652f\u4ed8\uff0c\u8fd9\u4e00\u8868\u73b0\u7b26\u5408\u9884\u671f\u300224\u5e74\u4e0a\u534a\u5e74\u4ee5\u4eba\u6c11\u5e01\u8ba1\u7b97\u7684\u76f4\u9500\u5e97\u9500\u552e\u989d\u540c\u6bd4\u4e0b\u964d3.9%\uff0c\u53cd\u6620\u51fa\u5728\u4e2d\u56fd\u7ecf\u6d4e\u91cd\u65b0\u5f00\u653e\u540e\u88ab\u538b\u6291\u7684\u9700\u6c42\u63a8\u52a8\u4e0b\uff0c\u9500\u552e\u57fa\u6570\u8f8323\u5e74\u4e0a\u534a\u5e74\u6709\u6240\u589e\u52a0\u3002\n  <\/li><li><strong>\u4e2d\u56fd\u4e0d\u65ad\u53d8\u5316\u7684\u6d88\u8d39\u52a8\u6001\u3002<\/strong>\u5728\u6d88\u8d39\u8005\u65e5\u76ca\u8c28\u614e\u7684\u60c5\u51b5\u4e0b\uff0c\u5965\u7279\u83b1\u65af\u7684\u9500\u552e\u51fa\u73b0\u4e86\u5c0f\u5e45\u4e0b\u6ed1\u3002\u7802\u4e4b\u8239\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u611f\u53d7\u5230\u4e86\u4e2d\u56fd\u6d88\u8d39\u8005\u652f\u51fa\u75b2\u8f6f\u7684\u5f71\u54cd\uff0c\u9500\u552e\u989d\u540c\u6bd4\u4e0b\u964d\uff0c\u800c\u5f3a\u52b2\u76842023\u5e74\u4e0a\u534a\u5e74\u57fa\u6570\u53c8\u52a0\u5267\u4e86\u8fd9\u4e00\u5f71\u54cd\u3002\u4e2d\u56fd\u7ecf\u6d4e\u590d\u82cf\u6162\u4e8e\u9884\u671f\uff0c\u589e\u52a0\u4e86\u6d88\u8d39\u7684\u4e0d\u786e\u5b9a\u6027\u3002\u7136\u800c\uff0c\u79ef\u6781\u4e3b\u52a8\u7684\u7ba1\u7406\u5de5\u4f5c\uff0c\u5305\u62ec\u6b63\u5728\u8fdb\u884c\u7684\u79df\u6237\u7ec4\u5408\u589e\u5f3a\uff0c\u6b63\u5728\u5e2e\u52a9\u5438\u5f15\u4e0d\u540c\u7684\u53d7\u4f17\u5e76\u652f\u6301\u6295\u8d44\u7ec4\u5408\u9500\u552e\u4e1a\u7ee9\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>EMA\u5728\u4e0a\u534a\u5e74\u79df\u91d1\u6536\u5165\u540c\u6bd4\u589e\u957f0.9%\uff0c\u75313.26\u4ebf\u5143\u4eba\u6c11\u5e01\u589e\u81f33.29\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u7136\u800c\uff0c\u4e0d\u5229\u7684\u5916\u6c47\u53d8\u52a8\u5bfc\u81f4EMA\u79df\u91d1\u6536\u5165\u540c\u6bd4\u7565\u6709\u4e0b\u964d0.4%\uff0c\u603b\u8ba16,230\u4e07\u65b0\u5143\u3002\u5916\u6c47\u9006\u98ce\u548c\u76f4\u9500\u5e97\u9500\u552e\u4e0b\u964d\u7684\u7ed3\u5408\u5bfc\u81f4\u53ef\u5206\u914d\u6536\u5165\u540c\u6bd4\u4e0b\u964d2.9%\u81f34,270\u4e07\u65b0\u5143\uff0cDPU\u76f8\u5e94\u4e0b\u964d\u81f33.153\u65b0\u52a0\u5761\u5206\u300224\u8d22\u5e74\u4e0a\u534a\u5e74\u4eba\u6c11\u5e01\u9500\u552e\u989d\u540c\u6bd4\u4e0b\u964d3.9%\uff0c\u53cd\u6620\u51fa\u5965\u7279\u83b1\u65af\u4e1a\u52a1\u6301\u7eed\u75b2\u8f6f\u3002\n  <\/li><li>\n    \u6211\u4eec\u5bf9\u57fa\u672c\u9762\u7684\u8986\u76d6\u5efa\u8bae\u4e3a<strong>\u4e70\u5165<\/strong>\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a<strong>0.90\u65b0\u5143<\/strong>\u3002<a href=\"https:\/\/www.kgieworld.sg\/research\/company-update-sasseur-reit-sassr-sp-crpu-si-4\/\">\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb\u62a5\u544a\u5168\u6587\u3002<\/a>\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\/09\/a-blue-and-white-rectangular-box-with-white-text-7.png\" class=\"wp-image-51366\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-blue-and-white-rectangular-box-with-white-text-7.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-blue-and-white-rectangular-box-with-white-text-7-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/>\n      \n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1554\" height=\"595\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-screen-shot-of-a-graph-description-automaticall-1.jpeg\" alt=\"A screen shot of a graph\n\nDescription automatically generated\" class=\"wp-image-51367\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-screen-shot-of-a-graph-description-automaticall-1.jpeg 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-screen-shot-of-a-graph-description-automaticall-1-300x115.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-screen-shot-of-a-graph-description-automaticall-1-1024x392.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-screen-shot-of-a-graph-description-automaticall-1-768x294.jpeg 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-screen-shot-of-a-graph-description-automaticall-1-1536x588.jpeg 1536w\" sizes=\"(max-width: 1554px) 100vw, 1554px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-long-line-of-a-white-background-description-aut-3.png\" class=\"wp-image-51368\" 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\/09\/a-long-line-of-a-white-background-description-aut-3.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-long-line-of-a-white-background-description-aut-3-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/> <\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u76ca\u8d44\u6e90(FR SP)\uff1a\u68d5\u6988\u6cb9\u4ef7\u683c\u5c06\u4e0a\u6da8<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.46\uff0c\u76ee\u6807\u4ef7\uff1a1.60\uff0c\u6b62\u635f\u4ef7\uff1a1.39<\/strong>\n  <\/li><li>\n    \u76ca\u8d44\u6e90\u6709\u9650\u516c\u53f8\u751f\u4ea7\u68d5\u6988\u6cb9\u3002\u8be5\u516c\u53f8\u662f\u4e00\u5bb6\u4e0a\u6e38\u8fd0\u8425\u5546\uff0c\u4e3b\u8981\u7ecf\u8425\u6d3b\u52a8\u662f\u6cb9\u68d5\u7684\u79cd\u690d\u548c\u6536\u83b7\uff0c\u5e76\u5c06\u65b0\u9c9c\u6c34\u679c\u4e32\u52a0\u5de5\u6210\u7c97\u68d5\u6988\u6cb9\uff0c\u7528\u4e8e\u672c\u5730\u548c\u51fa\u53e3\u9500\u552e\u3002\n  <\/li><li><strong>\u68d5\u6988\u6cb9\u4ea7\u91cf\u5c06\u4e0b\u964d\u3002<\/strong>\u7531\u4e8e\u5e72\u71e5\u7684\u5929\u6c14\u548c\u6811\u6728\u8001\u5316\uff0c\u5370\u5c3c\u68d5\u6988\u6cb9\u751f\u4ea7\u524d\u666f\u6076\u5316\uff0c\u8fd9\u53ef\u80fd\u5bfc\u81f4\u5168\u7403\u4f9b\u5e94\u7d27\u5f20\uff0c\u5e76\u4f7f\u4ef7\u683c\u5c45\u9ad8\u4e0d\u4e0b\u3002\u4e0e2023\u5e74\u76f8\u6bd4\uff0c2024\u5e74\u7684\u4ea7\u91cf\u9884\u8ba1\u5c06\u6301\u5e73\u6216\u51cf\u5c115%\u3002\u5de5\u4e1a\u56e2\u4f53\u5df2\u5c06\u65e9\u5148\u5bf9\u4ea7\u91cf\u589e\u957f\u7684\u9884\u6d4b\u5411\u4e0b\u4fee\u6b63\u3002\u9020\u6210\u4e0b\u964d\u7684\u56e0\u7d20\u5305\u62ec\u5173\u952e\u5730\u533a\u964d\u96e8\u51cf\u5c11\u548c\u8bb8\u591a\u79cd\u690d\u56ed\u8001\u5316\uff0c\u7279\u522b\u662f\u5c0f\u519c\u7ecf\u8425\u7684\u79cd\u690d\u56ed\u3002\u4e16\u754c\u7b2c\u4e8c\u5927\u68d5\u6988\u6cb9\u751f\u4ea7\u56fd\u9a6c\u6765\u897f\u4e9a\u7684\u7c7b\u4f3c\u95ee\u9898\u52a0\u5267\u4e86\u8fd9\u79cd\u5c40\u9762\uff0c\u5bfc\u81f4\u5168\u7403\u68d5\u6988\u6cb9\u50a8\u91cf\u964d\u81f3\u4e09\u5e74\u6765\u7684\u6700\u4f4e\u6c34\u5e73\u3002\u4ea7\u91cf\u4e0b\u964d\u548c\u50a8\u5907\u51cf\u5c11\u5171\u540c\u63a8\u9ad8\u4e86\u68d5\u6988\u6cb9\u4ef7\u683c\u30028\u670830\u65e5\uff0c\u9a6c\u6765\u897f\u4e9a\u68d5\u6988\u6cb9\u671f\u8d27\u98d9\u5347\u903e1%\uff0c\u63a5\u8fd1\u6bcf\u54284000\u6797\u5409\u7279\uff0c\u8fde\u7eed\u7b2c\u4e8c\u5929\u4e0a\u6da8\u3002\u8fd9\u79cd\u4ef7\u683c\u4e0a\u6da8\u6709\u5229\u4e8e\u68d5\u6988\u6cb9\u751f\u4ea7\u5546\u3002\n  <\/li><li><strong>\u901a\u8fc7\u6536\u8d2d\u63a8\u52a8\u65e0\u673a\u589e\u957f\u3002<\/strong>\u76ca\u8d44\u6e90\u7684\u5b50\u516c\u53f8PT Karya Tama Bakti Mulia\u4ee51.629\u4ebf\u65b0\u5143\u7ade\u8d2d\u5370\u5c3c\u5ed6\u5185\u77011.76\u4e07\u516c\u9877\u79cd\u690d\u56ed\u8d44\u4ea7\u3002\u8fd9\u4e9b\u8d44\u4ea7\u5305\u62ec\u5de5\u5382\u3001\u79cd\u690d\u56ed\u548c\u672a\u79cd\u690d\u7684\u571f\u5730\uff0c\u662f\u901a\u8fc7\u516c\u5f00\u62cd\u5356\u4ecePT Tri Bakti Sarimas\u624b\u4e2d\u8d2d\u4e70\u7684\u3002\u6b64\u6b21\u6536\u8d2d\u7b26\u5408\u76ca\u8d44\u6e90\u7684\u6269\u5f20\u6218\u7565\uff0c\u65e8\u5728\u589e\u5f3a\u5176\u8fd0\u8425\u8db3\u8ff9\uff0c\u9884\u671f\u7684\u8fd0\u8425\u534f\u540c\u6548\u5e94\u5c06\u63d0\u5347\u6574\u4f53\u4e1a\u7ee9\u3002\u6b64\u6b21\u6536\u8d2d\u7531\u516c\u53f8\u5185\u90e8\u51fa\u8d44\uff0c\u9884\u8ba1\u4e0d\u4f1a\u5bf9\u516c\u53f8\u8d22\u52a1\u4ea7\u751f\u91cd\u5927\u5f71\u54cd\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\u4ece4.488\u4ebf\u7f8e\u5143\u589e\u81f34.572\u4ebf\u7f8e\u5143\uff0c\u4e3b\u8981\u662f\u7531\u4e8e\u4ea7\u91cf\u8f83\u53bb\u5e74\u540c\u671f\u589e\u52a0\uff0c\u90e8\u5206\u62b5\u6d88\u4e86\u4ece\u7b2c\u4e09\u65b9\u8d2d\u4e70\u68d5\u6988\u6cb9\u4ea7\u54c1\u8fdb\u884c\u52a0\u5de5\u548c\u9500\u552e\u7684\u51cf\u5c11\u3002\u5728\u4ea7\u91cf\u589e\u52a0\u548c\u52a0\u5de5\u5229\u6da6\u7387\u63d0\u9ad8\u7684\u63a8\u52a8\u4e0b\uff0c24\u5e74\u4e0a\u534a\u5e74\u51c0\u5229\u6da6\u4e3a1.039\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f45.4%\uff0c\u7ecf\u8425\u5229\u6da6\u540c\u6bd4\u589e\u957f48.9%\u81f31.435\u4ebf\u7f8e\u5143\u3002\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u572824\u5e74\u4e0a\u534a\u5e74\u4e0a\u5347\u81f36.67\u7f8e\u5206\uff0c2023\u5e74\u4e0a\u534a\u5e74\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4e3a4.56\u7f8e\u5206\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\/09\/a-blue-and-white-rectangular-object-with-white-tex-4.png\" class=\"wp-image-51369\" alt=\"A blue and white rectangular object with white text\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-blue-and-white-rectangular-object-with-white-tex-4.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-blue-and-white-rectangular-object-with-white-tex-4-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/>\n      \n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1554\" height=\"615\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-graph-of-stock-market-description-automatically-1.jpeg\" alt=\"A graph of stock market\n\nDescription automatically generated\" class=\"wp-image-51370\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-graph-of-stock-market-description-automatically-1.jpeg 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-graph-of-stock-market-description-automatically-1-300x119.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-graph-of-stock-market-description-automatically-1-1024x405.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-graph-of-stock-market-description-automatically-1-768x304.jpeg 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-graph-of-stock-market-description-automatically-1-1536x608.jpeg 1536w\" sizes=\"(max-width: 1554px) 100vw, 1554px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-77.png\" class=\"wp-image-51371\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-77.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-77-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-51303-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-78.png\" class=\"wp-image-51372\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-78.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-78-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-51303-_34eo5yf8y7pj\"><\/a><strong>\u643a\u7a0b\u96c6\u56e2(9961 HK)\uff1a\u6709\u5229\u7684\u5b63\u8282\u6027\u56e0\u7d20<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a365\uff0c\u76ee\u6807\u4ef7\uff1a405\uff0c\u6b62\u635f\u4ef7\uff1a345<\/strong>\n  <\/li><li>\n    \u643a\u7a0b\u96c6\u56e2\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u4e00\u7ad9\u5f0f\u65c5\u6e38\u5e73\u53f0\u8fd0\u8425\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u7684\u5e73\u53f0\u6574\u5408\u4e86\u4e00\u6574\u5957\u65c5\u6e38\u4ea7\u54c1\u548c\u670d\u52a1\u4ee5\u53ca\u5dee\u5f02\u5316\u7684\u65c5\u6e38\u5185\u5bb9\u3002\u5176\u5e73\u53f0\u805a\u5408\u4e86\u7528\u6237\u57fa\u4e8e\u771f\u5b9e\u65c5\u884c\u4f53\u9a8c\u5206\u4eab\u7684\u4ea7\u54c1\u548c\u670d\u52a1\u3001\u8bc4\u8bba\u548c\u5176\u4ed6\u5185\u5bb9\uff0c\u4ee5\u53ca\u6765\u81ea\u751f\u6001\u7cfb\u7edf\u5408\u4f5c\u4f19\u4f34\u7684\u539f\u521b\u5185\u5bb9\uff0c\u4f7f\u4f11\u95f2\u548c\u5546\u52a1\u65c5\u5ba2\u80fd\u591f\u83b7\u5f97\u65c5\u884c\u4f53\u9a8c\uff0c\u5e76\u83b7\u5f97\u5168\u9762\u7684\u4fe1\u606f\u548c\u5408\u7b97\u7684\u7684\u9884\u8ba2\u3002\u7528\u6237\u6765\u5230\u5176\u5e73\u53f0\u53ef\u9009\u62e9\u8fdb\u884c\u4efb\u4f55\u7c7b\u578b\u7684\u65c5\u884c\uff0c\u5305\u62ec\u76ee\u7684\u5730\u6d3b\u52a8\u3001\u5468\u672b\u5ea6\u5047\u548c\u77ed\u9014\u65c5\u884c\uff0c\u4ee5\u53ca\u8de8\u5883\u5ea6\u5047\u548c\u5546\u52a1\u65c5\u884c\u3002\n  <\/li><li><strong>\u6709\u5229\u7684\u5b63\u8282\u56e0\u7d20\u3002<\/strong>\u4e2d\u56fd\u5373\u5c06\u5230\u6765\u7684\u5047\u671f\u9884\u8ba1\u5c06\u63d0\u632f\u56fd\u5185\u548c\u56fd\u9645\u65c5\u6e38\u3002\u4e2d\u56fd\u5c06\u4eab\u53d7\u4e24\u4e2a\u5373\u5c06\u5230\u6765\u7684\u5047\u671f\uff0c\u53732024\u5e749\u670815\u65e5\u81f39\u670817\u65e5\u4e3a\u671f3\u5929\u7684\u4e2d\u79cb\u8282\uff0c\u4ee5\u53ca2024\u5e7410\u67081\u65e5\u81f310\u67087\u65e5\u4e3a\u671f7\u5929\u7684\u4e2d\u56fd\u56fd\u5e86\u5047\u671f\u3002\u53bb\u5e74\uff0c\u5728\u4e2d\u79cb\u8282\u548c\u4e2d\u56fd\u56fd\u5e86\u5047\u671f\u671f\u95f4\uff0c\u67091378\u4e07\u56fd\u9645\u6e38\u5ba2\u5230\u8bbf\u4e2d\u56fd\u3002\u5373\u5c06\u5230\u6765\u7684\u5047\u671f\uff0c\u4e2d\u56fd\u7684\u65c5\u6e38\u9700\u6c42\u5fc5\u7136\u4f1a\u589e\u52a0\u3002\n  <\/li><li><strong>\u65b0\u4e9a\u6d32\u76f4\u64ad\u4e2d\u5fc3\u3002<\/strong>\u643a\u7a0b\u96c6\u56e2\u6700\u8fd1\u5728\u5176\u66fc\u8c37\u529e\u4e8b\u5904\u63a8\u51fa\u4e86\u65b0\u7684\u4e9a\u6d32\u76f4\u64ad\u4e2d\u5fc3\uff0c\u6807\u5fd7\u7740\u8be5\u516c\u53f8\u5185\u5bb9\u8425\u9500\u7b56\u7565\u7684\u91cd\u5927\u6269\u5c55\u3002\u8be5\u4e2d\u5fc3\u65e8\u5728\u901a\u8fc7\u5236\u4f5c\u6bcf\u65e5\u76f4\u64ad\u5185\u5bb9\u6765\u6539\u53d8\u5408\u4f5c\u4f19\u4f34\u548c\u6d88\u8d39\u8005\u7684\u4e92\u52a8\u65b9\u5f0f\uff0c\u8fd9\u4e9b\u5185\u5bb9\u7a81\u51fa\u4e86\u6cf0\u56fd\u7684\u65c5\u6e38\u4ea7\u54c1\uff0c\u76f4\u63a5\u5411\u6e34\u671b\u65c5\u6e38\u7684\u6e38\u5ba2\u63d0\u4f9b\u65c5\u6e38\u7075\u611f\u548c\u72ec\u5bb6\u4f18\u60e0\u3002\u4e9a\u6d32\u76f4\u64ad\u4e2d\u5fc3\u8fd8\u5c06\u4f5c\u4e3a\u8be5\u96c6\u56e2\u7684\u533a\u57df\u4e2d\u5fc3\uff0c\u4e0e\u6cf0\u56fd\u7684\u9152\u5e97\u3001\u5f53\u5730\u666f\u70b9\u548c\u4f01\u4e1a\u5408\u4f5c\uff0c\u63a8\u51fa\u5404\u79cd\u65c5\u6e38\u4ea7\u54c1\u548c\u4fc3\u9500\u6d3b\u52a8\u3002\u5185\u5bb9\u5c06\u5f3a\u8c03\u9ad8\u8d28\u91cf\u7684\u4ea7\u54c1\uff0c\u5305\u62ecTrip.Best, Trip.com\u63a8\u8350\u6392\u540d\uff0c\u5e2e\u52a9\u5168\u7403\u65c5\u884c\u8005\u9009\u62e9\u76ee\u7684\u5730\u6240\u80fd\u63d0\u4f9b\u7684\u6700\u4f73\u4f53\u9a8c\u3002\n  <\/li><li><strong>\u6269\u5c55\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u3002<\/strong>\u643a\u7a0b\u96c6\u56e2\u6700\u8fd1\u5ba3\u5e03\u4e0e\u745e\u5b89\u822a\u7a7a\u5efa\u7acb\u5408\u4f5c\u5173\u7cfb\uff0c\u4f7f\u516c\u53f8\u80fd\u591f\u5c06\u745e\u5b89\u822a\u7a7a\u7684\u4f4e\u4ef7\u822a\u73ed\u7eb3\u5165\u5176\u52a8\u6001\u4ea7\u54c1\u4f9b\u5e94\u4e2d\u3002\u8fd9\u6b21\u5408\u4f5c\u5bf9\u516c\u53f8\u7684\u5ba2\u6237\u6765\u8bf4\u662f\u4e00\u4e2a\u5de8\u5927\u7684\u4f18\u52bf\uff0c\u4ed6\u4eec\u53ef\u4ee5\u83b7\u5f97\u745e\u5b89\u822a\u7a7a\u7684\u5ec9\u4ef7\u673a\u7968\uff0c\u8d85\u8fc7235\u4e2a\u76ee\u7684\u5730\u7684\u5927\u91cf\u9009\u62e9\uff0c\u4ee5\u53ca\u4f18\u8d28\u7684\u670d\u52a1\u3002\u5728\u672a\u6765\u51e0\u5468\u5185\uff0c\u65c5\u5ba2\u5f88\u5feb\u5c31\u53ef\u4ee5\u901a\u8fc7\u516c\u53f8\u76f4\u63a5\u9884\u8ba2\u745e\u5b89\u822a\u7a7a\u7684\u822a\u73ed\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u5ea6\u4e1a\u7ee9\u3002<\/strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u6536\u5165\u540c\u6bd4\u589e\u957f20.6%\u81f3247\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e3a205\u4ebf\u5143\u4eba\u6c11\u5e01\u300224\u8d22\u5e74\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f10.0%\u81f381.51\u4ebf\u5143\uff0c\u800c23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e3a40.1\u4ebf\u5143\u300224\u8d22\u5e74\u4e0a\u534a\u5e74\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u589e\u81f312.46\u5143\u4eba\u6c11\u5e01\uff0c\u800c23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e3a6.14\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\/09\/word-image-79.png\" class=\"wp-image-51373\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-79.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-79-300x64.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=\"1031\" height=\"631\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-5.jpeg\" alt=\"\" class=\"wp-image-51374\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-5.jpeg 1031w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-5-300x184.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-5-1024x627.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-5-768x470.jpeg 768w\" sizes=\"(max-width: 1031px) 100vw, 1031px\" \/><\/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\/09\/word-image-80.png\" class=\"wp-image-51375\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-80.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-80-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong><strong>\u963f\u91cc\u5df4\u5df4(9988 HK)\uff1a\u6b63\u5728\u56f0\u5883\u53cd\u8f6c<\/strong><\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a<\/strong><strong>\u4e70\u5165\u4ef7\uff1a<\/strong><strong>78<\/strong><strong>\uff0c\u76ee\u6807\u4ef7\uff1a<\/strong><strong>86<\/strong><strong>\uff0c\u6b62\u635f\u4ef7\uff1a<\/strong><strong>74<\/strong><strong><\/strong><\/li><li>\u963f\u91cc\u5df4\u5df4\u96c6\u56e2\u63a7\u80a1\u6709\u9650\u516c\u53f8\u63d0\u4f9b\u6280\u672f\u57fa\u7840\u8bbe\u65bd\u53ca\u8425\u9500\u5e73\u53f0\u3002\u8be5\u516c\u53f8\u8fd0\u8425\u4e03\u4e2a\u4e1a\u52a1\u5206\u90e8\u3002\u4e2d\u56fd\u5546\u4e1a\u5206\u90e8\u5305\u62ec\u4e2d\u56fd\u96f6\u552e\u5546\u4e1a\u4e1a\u52a1\u5982\u6dd8\u5b9d\u3001\u5929\u732b\u3001\u76d2\u9a6c\u7b49\u4ee5\u53ca\u6279\u53d1\u4e1a\u52a1\u3002\u56fd\u9645\u5546\u4e1a\u5206\u90e8\u5305\u62ec\u56fd\u9645\u96f6\u552e\u53ca\u6279\u53d1\u5546\u4e1a\u4e1a\u52a1\uff0c\u5982Lazada\u3001\u901f\u5356\u901a\u7b49\u3002\u672c\u5730\u751f\u6d3b\u670d\u52a1\u5206\u90e8\u5305\u62ec\u57fa\u4e8e\u4f4d\u7f6e\u4e1a\u52a1\uff0c\u5982\u997f\u4e86\u4e48\u3001\u9ad8\u5fb7\u3001\u98de\u732a\u7b49\u3002\u83dc\u9e1f\u5206\u90e8\u5305\u62ec\u56fd\u5185\u53ca\u56fd\u9645\u4e00\u7ad9\u5f0f\u7269\u6d41\u670d\u52a1\u53ca\u4f9b\u5e94\u94fe\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u3002\u4e91\u4e1a\u52a1\u5206\u90e8\u5305\u62ec\u5411\u56fd\u5185\u5916\u4f01\u4e1a\u63d0\u4f9b\u516c\u6709\u4e91\u670d\u52a1\u548c\u6df7\u5408\u4e91\u670d\u52a1\uff0c\u5982\u963f\u91cc\u4e91\u53ca\u9489\u9489\u3002\u6570\u5b57\u5a92\u4f53\u53ca\u5a31\u4e50\u5206\u90e8\u5305\u62ec\u4f18\u9177\u3001\u5938\u514b\u548c\u963f\u91cc\u5f71\u4e1a\uff0c\u4ee5\u53ca\u5176\u4ed6\u5185\u5bb9\u548c\u5206\u9500\u5e73\u53f0\u4ee5\u53ca\u7ebf\u4e0a\u6e38\u620f\u4e1a\u52a1\u3002\u521b\u65b0\u4e1a\u52a1\u53ca\u5176\u4ed6\u5206\u90e8\u5305\u62ec\u8fbe\u6469\u9662\u3001\u5929\u732b\u7cbe\u7075\u53ca\u5176\u4ed6\u4e1a\u52a1\u3002<\/li><li><strong>\u52a0\u5165\u6e2f\u80a1\u901a\u3002<\/strong>\u4ece9\u670810\u65e5\u5f00\u59cb\uff0c\u963f\u91cc\u5df4\u5df4\u96c6\u56e2\u548c\u5176\u4ed6\u516c\u53f8\u5c06\u88ab\u7eb3\u5165\u8fde\u63a5\u4e0a\u6d77\u3001\u6df1\u5733\u548c\u9999\u6e2f\u8bc1\u5238\u4ea4\u6613\u6240\u7684\u4e2d\u56fd\u80a1\u7968\u4e92\u8054\u4e92\u901a\u8de8\u5883\u6295\u8d44\u8ba1\u5212\u3002\u6b64\u524d\uff0c\u963f\u91cc\u5df4\u5df4\u5df2\u4e8e8\u670828\u65e5\u5728\u9999\u6e2f\u5347\u7ea7\u4e3a\u4e3b\u8981\u4e0a\u5e02\u516c\u53f8\uff0c\u65e8\u5728\u5438\u5f15\u66f4\u591a\u4e2d\u56fd\u5185\u5730\u6295\u8d44\u3002\u7ecf\u80a1\u4e1c\u6279\u51c6\u7684\u53cc\u91cd\u4e3b\u8981\u4e0a\u5e02\u4e0d\u6d89\u53ca\u53d1\u884c\u65b0\u80a1\u6216\u7b79\u96c6\u8d44\u91d1\u3002\u4e2d\u56fd\u76d1\u7ba1\u673a\u6784\u4eca\u5e744\u6708\u5ba3\u5e03\uff0c\u6b64\u4e3e\u662f\u4e2d\u56fd\u63d0\u5347\u9999\u6e2f\u4f5c\u4e3a\u5168\u7403\u91d1\u878d\u4e2d\u5fc3\u5730\u4f4d\u7684\u66f4\u5e7f\u6cdb\u52aa\u529b\u7684\u4e00\u90e8\u5206\u3002\u963f\u91cc\u5df4\u5df4\u52a0\u5165\u6caa\u6e2f\u901a\u5c06\u5141\u8bb8\u4e2d\u56fd\u5185\u5730\u6295\u8d44\u8005\u76f4\u63a5\u8d2d\u4e70\u963f\u91cc\u5df4\u5df4\u5728\u9999\u6e2f\u4e0a\u5e02\u7684\u80a1\u7968\uff0c\u9884\u8ba1\u8fd9\u5c06\u52a0\u901f\u8d44\u672c\u5916\u6d41\u3002<\/li><li><strong>\u51fa\u53e3\u6fc0\u589e\u3002<\/strong>8\u6708\u4efd\uff0c\u4e2d\u56fd\u51fa\u53e3\u540c\u6bd4\u589e\u957f8.7%\uff0c\u4e3a\u8fd11.5\u5e74\u6765\u7684\u6700\u5feb\u589e\u901f\uff0c\u539f\u56e0\u662f\u5236\u9020\u5546\u8d76\u5728\u9884\u671f\u7684\u5173\u7a0e\u4e4b\u524d\u5b8c\u6210\u8ba2\u5355\u3002\u7136\u800c\uff0c\u8fdb\u53e3\u4ec5\u589e\u957f0.5%\uff0c\u4f4e\u4e8e\u9884\u671f\uff0c\u53cd\u6620\u51fa\u56fd\u5185\u9700\u6c42\u75b2\u8f6f\u3002\u8fd9\u79cd\u559c\u5fe7\u53c2\u534a\u7684\u8868\u73b0\u51f8\u663e\u51fa\u5317\u4eac\u65b9\u9762\u5728\u5e73\u8861\u51fa\u53e3\u5bfc\u5411\u578b\u589e\u957f\u4e0e\u56fd\u5185\u9700\u6c42\u65b9\u9762\u9762\u4e34\u7684\u6301\u7eed\u6311\u6218\uff0c\u5c24\u5176\u662f\u5728\u5168\u7403\u7ecf\u6d4e\u4e0d\u786e\u5b9a\u6027\u548c\u5730\u7f18\u653f\u6cbb\u7d27\u5f20\u5c40\u52bf\u9762\u524d\u3002\u200b\u6b64\u5916\uff0c\u8fdb\u53e3\u75b2\u8f6f\uff0c\u5c24\u5176\u662f\u5927\u5b97\u5546\u54c1\u8fdb\u53e3\u75b2\u8f6f\uff0c\u8868\u660e\u56fd\u5185\u7ecf\u6d4e\u6311\u6218\u4f9d\u7136\u5b58\u5728\u3002<strong><\/strong><\/li><li><strong>\u5e02\u573a\u62d3\u5c55\u8ba1\u5212\u3002<\/strong>\u963f\u91cc\u5df4\u5df4\u65d7\u4e0b\u7684\u6dd8\u5b9d\u5929\u732b\u96c6\u56e2(TTG)\u6210\u7acb\u4e86\u4e00\u5bb6\u65b0\u516c\u53f8\u2014\u2014\u676d\u5dde\u6dd8\u5b9d\u5929\u732b\u6570\u5b57\u79d1\u6280\u6709\u9650\u516c\u53f8\uff0c\u6269\u5927\u4e86\u4e1a\u52a1\u8303\u56f4\u3002\u8fd9\u5bb6\u65b0\u516c\u53f8\u5c06\u4ece\u4e8b\u5404\u79cd\u4e1a\u52a1\uff0c\u5305\u62ec\u8fdb\u51fa\u53e3\u3001\u5bb6\u5c45\u4ea7\u54c1\u9500\u552e\u548c\u6280\u672f\u670d\u52a1\u3002\u6b64\u5916\uff0cTTG\u6700\u8fd1\u6574\u5408\u4e86\u4eba\u5de5\u667a\u80fd\u5de5\u5177\u6765\u589e\u5f3a\u5176\u5546\u6237\u670d\u52a1\uff0c\u5e76\u5f00\u59cb\u63a5\u53d7\u817e\u8baf\u5fae\u4fe1\u5728\u6dd8\u5b9d\u548c\u5929\u732b\u5e73\u53f0\u4e0a\u7684\u652f\u4ed8\u3002\u5fae\u4fe1\u62e5\u6709\u8d85\u8fc713\u4ebf\u7528\u6237(\u4e3b\u8981\u5728\u4e2d\u56fd)\uff0c\u4e0e\u5fae\u4fe1\u7684\u6218\u7565\u5408\u4f5c\u53ef\u80fd\u6709\u52a9\u4e8e\u6269\u5927\u963f\u91cc\u5df4\u5df4\u5728\u6b20\u53d1\u8fbe\u5730\u533a\u7684\u5f71\u54cd\u529b\uff0c\u7279\u522b\u662f\u56e0\u4e3a\u652f\u4ed8\u5b9d\u5728\u8fd9\u4e9b\u5730\u533a\u7684\u4f7f\u7528\u5e76\u4e0d\u5e7f\u6cdb\u3002\u6b64\u4e3e\u6b63\u503c\u5bf9\u963f\u91cc\u5df4\u5df4\u7684\u76d1\u7ba1\u5ba1\u67e5\u653e\u677e\u4e4b\u9645\uff0c\u53cd\u6620\u51faTTG\u6b63\u5728\u52aa\u529b\u5b9e\u73b0\u4e1a\u52a1\u591a\u6837\u5316\uff0c\u5e76\u5728\u4e2d\u56fd\u7535\u5b50\u5546\u52a1\u5e02\u573a\u4e0a\u66f4\u6709\u6548\u5730\u7ade\u4e89\u3002<\/li><li><strong>25\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u3002<\/strong>25\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957f4.0%\u81f32,432.4\u4ebf\u5143\u4eba\u6c11\u5e01(\u5408334.7\u4ebf\u7f8e\u5143)\uff0c\u800c24\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a2,341.6\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u7531\u4e8e\u7ecf\u8425\u6536\u5165\u51cf\u5c11\u548c\u6295\u8d44\u51cf\u503c\u589e\u52a0\u90e8\u5206\u88ab\u80a1\u6743\u6295\u8d44\u6309\u5e02\u503c\u8ba1\u4ef7\u7684\u53d8\u52a8\u6240\u62b5\u6d88\uff0c25\u5e74\u7b2c\u4e00\u5b63\u5ea6\u51c0\u5229\u6da6\u540c\u6bd4\u4e0b\u964d27.0%\u81f3\u4eba\u6c11\u5e01240.2\u4ebf\u5143(\u540833.1\u4ebf\u7f8e\u5143)\u3002Non-GAAP\u644a\u8584\u540e\u6bcf\u80a1\u7f8e\u56fd\u5b58\u6258\u51ed\u8bc1\u6536\u76ca\u4e3a16.44\u5143\u4eba\u6c11\u5e01(2.26\u7f8e\u5143)\uff0c\u8f8324\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u768417.37\u5143\u4eba\u6c11\u5e01\u540c\u6bd4\u4e0b\u964d5%\u3002<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5e02\u573a\u5171\u8bc6<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"776\" height=\"166\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/image-43.png\" alt=\"\" class=\"wp-image-51486\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/image-43.png 776w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/image-43-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/image-43-768x164.png 768w\" sizes=\"(max-width: 776px) 100vw, 776px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"941\" height=\"360\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/image-44.png\" alt=\"\" class=\"wp-image-51487\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/image-44.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/image-44-300x115.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/image-44-768x294.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/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\/09\/word-image-82.png\" alt=\"\" class=\"wp-image-51378\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-82.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-82-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-51303-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-83.png\" class=\"wp-image-51379\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-83.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-83-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-83-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u901a\u7528\u78e8\u574a(GIS US)\uff1a\u907f\u9669\u9700\u6c42\u5927<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a74.0\uff0c\u76ee\u6807\u4ef7\uff1a81.0\uff0c\u6b62\u635f\u4ef7\uff1a70.5<\/strong>\n  <\/li><li>\n    \u901a\u7528\u78e8\u574a\u4e00\u5bb6\u7f8e\u56fd\u54c1\u724c\u96f6\u552e\u98df\u54c1\u5236\u9020\u5546\u548c\u9500\u552e\u5546\uff0c\u4ea6\u662f\u5168\u7403\u524d\u516d\u5927\u98df\u54c1\u516c\u53f8\u3002\u516c\u53f8\u4e3b\u8981\u4e8e\u5168\u7403\u5404\u5730\u5236\u9020\u53ca\u9500\u552e\u54c1\u724c\u53ca\u6d88\u8d39\u6027\u98df\u54c1\uff0c\u4ea7\u54c1\u6db5\u76d6\u5373\u98df\u8c37\u7269\u3001\u51b7\u85cf\u4f18\u683c\u3001\u5373\u996e\u6c64\u54c1\u3001\u5e38\u6e29\u53ca\u51b7\u51bb\u852c\u83dc\u3001\u51b0\u6dc7\u6dcb\u3001\u51b0\u51bb\u751c\u54c1\u3001\u51b7\u85cf\u53ca\u51b7\u51bb\u9762\u56e2\u3001\u751c\u70b9\u53ca\u70d8\u7119\u7528\u6750\u6599\u3001\u51b7\u51bb\u6bd4\u8428\u7b49\uff0c\u4ee5\u53ca\u63d0\u4f9b\u6709\u673a\u98df\u54c1\u5305\u542b\u71d5\u9ea6\u68d2\u3001\u6709\u673a\u8c37\u7269\u3001\u6c64\u54c1\u7b49\uff0c\u65d7\u4e0b\u54c1\u724c\u5305\u62ec\u6709\uff1a\u54c8\u6839\u8fbe\u65af(Hagen-Dazs)\u53caBetty Crocker\u7b49\u3002\n  <\/li><li><strong>\u7ecf\u6d4e\u524d\u666f\u6709\u653e\u7f13\u8ff9\u8c61\u3002<\/strong>\u8fd1\u671f\u7f8e\u56fd\u5b8f\u89c2\u7ecf\u6d4e\u6570\u636e\u8868\u73b0\u4e0d\u4f73\uff0c\u7ecf\u6d4e\u8f6f\u7740\u9646\u751a\u81f3\u8870\u9000\u62c5\u5fe7\u4f9d\u7136\uff0c\u4ea4\u6613\u8870\u9000\u60c5\u7eea\u6709\u6240\u5347\u6e29\uff0c\u975e\u5fc5\u9700\u6d88\u8d39\u677f\u5757\u53d7\u60e0\u5e76\u6301\u7eed\u521b\u5386\u53f2\u65b0\u9ad8\u3002\u6b64\u5916\uff0c\u56e0\u5c45\u6c11\u6d88\u8d39\u529b\u4e0b\u964d\uff0c\u5305\u88c5\u98df\u54c1\u5728\u7ecf\u6d4e\u5468\u671f\u4e0b\u884c\u65f6\u9700\u6c42\u8f83\u4e0a\u5347\u5468\u671f\u65f6\u5927\uff0c\u56e0\u6b64\u6709\u52a9\u516c\u53f8\u4ea7\u54c1\u9500\u552e\u589e\u957f\u3002\n  <\/li><li><strong>\u901a\u80c0\u4e0b\u964d\u53ca\u964d\u606f\u5229\u597d\u3002<\/strong>\u9884\u8ba1\u539f\u6750\u6599\u4ef7\u683c\u5728\u660e\u5e74\u7ee7\u7eed\u4e0b\u964d\uff0c\u540c\u65f6\u56e0\u52b3\u52a8\u529b\u5e02\u573a\u5f00\u59cb\u653e\u7f13\uff0c\u4eba\u529b\u6210\u672c\u5c06\u4e0b\u964d\uff0c\u8fd9\u5c06\u63d0\u9ad8\u516c\u53f8\u6bdb\u5229\u6da6\u53ca\u8fd0\u8425\u5229\u6da6\u3002\u964d\u606f\u5468\u671f\u4e2d\uff0c\u516c\u53f8\u7684\u503a\u52a1\u6210\u672c\u5c06\u4e0b\u964d\u3002\u56e0\u6b64\u6574\u4f53\u57fa\u672c\u9762\u4f1a\u6539\u5584\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u7b2c\u56db\u5b63\u4e1a\u7ee9\u597d\u574f\u53c2\u534a\u3002<\/strong>\u8425\u6536\u5e74\u964d6.4%\u81f347.1\u4ebf\u7f8e\u5143\uff0c\u900a\u9884\u671f1.5\u4ebf\u7f8e\u5143\u3002 Non-GAAP\u6bcf\u80a1\u76c8\u5229\u4e3a1.01\u7f8e\u5143\uff0c\u8d85\u9884\u671f0.02\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\/09\/a-blue-and-white-rectangular-box-with-white-text-8.png\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" class=\"wp-image-51380\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-blue-and-white-rectangular-box-with-white-text-8.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-blue-and-white-rectangular-box-with-white-text-8-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1554\" height=\"595\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-graph-on-a-screen-description-automatically-gen-1.jpeg\" alt=\"A graph on a screen\n\nDescription automatically generated\" class=\"wp-image-51381\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-graph-on-a-screen-description-automatically-gen-1.jpeg 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-graph-on-a-screen-description-automatically-gen-1-300x115.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-graph-on-a-screen-description-automatically-gen-1-1024x392.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-graph-on-a-screen-description-automatically-gen-1-768x294.jpeg 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-graph-on-a-screen-description-automatically-gen-1-1536x588.jpeg 1536w\" sizes=\"(max-width: 1554px) 100vw, 1554px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-long-line-of-a-flag-description-automatically-g-3.png\" class=\"wp-image-51382\" alt=\"A long line of a flag\n\nDescription automatically generated with medium confidence\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-long-line-of-a-flag-description-automatically-g-3.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-long-line-of-a-flag-description-automatically-g-3-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-long-line-of-a-flag-description-automatically-g-3-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><strong> <\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u91d1\u5b9d\u6c64 (CPB US)\uff1a\u901f\u98df\u98df\u8c31<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a50.0\uff0c\u76ee\u6807\u4ef7\uff1a55.0\uff0c\u6b62\u635f\u4ef7\uff1a47.5<\/strong>\n  <\/li><li>\n    \u91d1\u5b9d\u6c64\u516c\u53f8\u53ca\u5176\u5b50\u516c\u53f8\u751f\u4ea7\u548c\u9500\u552e\u54c1\u724c\u65b9\u4fbf\u98df\u54c1\u3002\u8be5\u516c\u53f8\u7684\u6838\u5fc3\u90e8\u95e8\u5305\u62ec\u6c64\u548c\u9171\u6c41\uff0c\u997c\u5e72\u548c\u7cd6\u679c\uff0c\u4ee5\u53ca\u98df\u54c1\u670d\u52a1\u3002\u91d1\u5b9d\u6c64\u516c\u53f8\u7684\u4ea7\u54c1\u9500\u5f80\u4e16\u754c\u5404\u5730\u3002\n  <\/li><li><strong>\u663e\u793a\u6d88\u8d39\u9632\u5fa1\u5c5e\u6027\u3002<\/strong>\u516c\u53f8\u7684\u4e1a\u52a1\u5728\u8fc7\u53bb\u51e0\u5e74\u4e2d\u7a33\u6b65\u8fd0\u8425\u548c\u6269\u5f20\uff0c\u5728\u7ecf\u6d4e\u5468\u671f\u4e2d\u8868\u73b0\u51fa\u5f39\u6027\u3002\u8fd9\u79cd\u7a33\u5b9a\u6027\u5f97\u5230\u4e86\u5f3a\u52b2\u7684\u9500\u552e\u589e\u957f\u7684\u652f\u6301\uff0c\u56e0\u4e3a\u8d8a\u6765\u8d8a\u591a\u6709\u9884\u7b97\u610f\u8bc6\u7684\u6d88\u8d39\u8005\u8ffd\u6c42\u4ef7\u503c\u3002\u5c3d\u7ba1\u901a\u8d27\u81a8\u80c0\u8fde\u7eed\u56db\u4e2a\u6708\u653e\u7f13\uff0c7\u6708\u4efd\u4e0a\u5347\u4e862.9%\uff0c\u4f46\u6d88\u8d39\u8005\u4ecd\u80fd\u611f\u53d7\u5230\u4ef7\u683c\u4e0a\u6da8\u7684\u5f71\u54cd\u3002\u6839\u636e\u7f8e\u56fd\u52b3\u5de5\u7edf\u8ba1\u5c40\u7684\u6570\u636e\uff0c\u7ee7\u524d\u4e24\u4e2a\u6708\u589e\u957f0.4%\u4e4b\u540e\uff0c7\u6708\u4efd\u201c\u5916\u51fa\u5c31\u9910\u201d\u6307\u6570\u589e\u957f\u4e860.2%\uff0c\u5916\u51fa\u5c31\u9910\u6210\u672c\u540c\u6bd4\u589e\u957f4.1%\u3002\u98df\u54c1\u6742\u8d27\u4ef7\u683c\u73af\u6bd4\u4e0a\u6da80.1%\uff0c\u540c\u6bd4\u4e0a\u6da81.1%\u3002\u867d\u7136\u9884\u8ba1\u4f1a\u964d\u606f\uff0c\u4f46\u901a\u80c0\u538b\u529b\u5df2\u5bfc\u81f4\u8bb8\u591a\u6d88\u8d39\u8005\u8f6c\u5411\u5728\u5bb6\u505a\u996d\uff0c\u8fd9\u4ee4\u91d1\u5b9d\u6c64\u7684\u9910\u996e\u548c\u996e\u6599\u4e1a\u52a1\u5728\u672c\u5b63\u5ea6\u53d7\u76ca\u3002\u968f\u7740\u6d88\u8d39\u8005\u4fe1\u5fc3\u7684\u589e\u5f3a\uff0c\u8be5\u516c\u53f8\u5c06\u4e3a\u672a\u6765\u7684\u663e\u8457\u589e\u957f\u505a\u597d\u51c6\u5907\u3002\n  <\/li><li><strong>\u9884\u8ba1\u5229\u6da6\u7387\u5c06\u6709\u6240\u6539\u5584\u3002<\/strong>\u572825\u8d22\u5e74\uff0c\u9884\u8ba1\u539f\u6750\u6599\u4ef7\u683c\u7684\u4e0b\u964d\u5c06\u6709\u52a9\u4e8e\u91d1\u5b9d\u7684\u6bdb\u5229\u7387\u4e0a\u5347\u3002\u6b64\u5916\uff0c\u5c31\u4e1a\u673a\u4f1a\u51cf\u5c11\u5230767.3\u4e07\u4e2a\uff0c\u5931\u4e1a\u7387\u4e0a\u5347\u52304.3%\uff0c\u52b3\u52a8\u529b\u5e02\u573a\u7684\u653e\u677e\u53ef\u80fd\u4f1a\u5bfc\u81f4\u5de5\u8d44\u538b\u529b\u7684\u51cf\u5c11\u3002\u8fd9\u53ef\u80fd\u4f1a\u964d\u4f4e\u8fd0\u8425\u6210\u672c\uff0c\u8fdb\u4e00\u6b65\u63d0\u9ad8\u8fd0\u8425\u5229\u6da6\u7387\u3002\n  <\/li><li><strong>\u6218\u7565\u54c1\u724c\u8ba1\u5212\u3002<\/strong>\u91d1\u5b9d\u6c64\u516c\u53f8\u4e8e2024\u5e743\u670812\u65e5\u5b8c\u6210\u4e86\u5bf9Sovos Brands\u7684\u6536\u8d2d\uff0c\u4e3a\u5176\u9910\u996e\u548c\u996e\u6599\u90e8\u95e8\u589e\u52a0\u4e86\u4e00\u4e2a\u4f18\u8d28\u54c1\u724c\u3002\u7531\u4e8e\u6536\u8d2dSovos Brands\u7684\u6536\u76ca\uff0c\u7b2c\u56db\u5b63\u5ea6\u51c0\u9500\u552e\u989d\u589e\u957f11%\uff0c\u8fbe\u523023\u4ebf\u7f8e\u5143\u3002\u6574\u5408\u7684\u8fdb\u5c55\u901f\u5ea6\u5feb\u4e8e\u9884\u671f\uff0c\u4e0d\u8ba1\u4e00\u6b21\u6027\u6210\u672c\uff0c\u9884\u8ba1\u8be5\u4ea4\u6613\u5c06\u5728\u7b2c\u4e8c\u5e74\u63d0\u632f\u6bcf\u80a1\u6536\u76ca\u30022024\u5e748\u670826\u65e5\uff0c\u574e\u8d1d\u5c14\u51fa\u552e\u4e86\u5176Pop Secret\u7206\u7c73\u82b1\u4e1a\u52a1\uff0c\u8be5\u4e1a\u52a1\u57282024\u8d22\u5e74\u7684\u9500\u552e\u989d\u4e3a1.2\u4ebf\u7f8e\u5143\u3002\u9884\u8ba1\u6b64\u6b21\u51fa\u552e\u5c06\u7565\u5fae\u964d\u4f4e\u51762025\u8d22\u5e74\u7684\u6536\u76ca\u3002\u8be5\u516c\u53f8\u7684\u76ee\u6807\u662f\u52a0\u901f\u5176\u96f6\u98df\u90e8\u95e8\u548c\u5176\u4ed6\u9886\u5148\u54c1\u724c\u7684\u589e\u957f\uff0c\u9884\u8ba12025\u8d22\u5e74\u51c0\u9500\u552e\u989d\u5c06\u589e\u957f9%\u81f311%\uff0c\u8fd9\u4e3b\u8981\u5f97\u76ca\u4e8e\u5bf9\u5176\u6c64\u548c\u5373\u98df\u4ea7\u54c1\u7684\u7a33\u5b9a\u9700\u6c42\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u3002<\/strong>\u51c0\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f11.1%\uff0c\u8fbe\u523023\u4ebf\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u4f4e1,000\u4e07\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.63\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.01\u7f8e\u5143\u3002\u5b83\u7684\u5e74\u80a1\u606f\u6536\u76ca\u7387\u4e3a2.87%\u3002\u5bf9\u4e8e25\u8d22\u5e74\uff0c\u91d1\u5b9d\u6c64\u9884\u8ba1\u51c0\u9500\u552e\u989d\u5c06\u589e\u957f9%\u81f311%\uff0c\u800c\u6b64\u524d\u7684\u9884\u671f\u589e\u957f\u7387\u4e3a8.96%\uff0c\u8fd9\u53cd\u6620\u4e86Sovos Brands\u7684\u8d21\u732e\u4ee5\u53caPop Secret\u5265\u79bb\u5e26\u6765\u7684\u51c0\u9500\u552e\u989d\u635f\u5931\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\/09\/a-blue-and-white-rectangular-box-with-white-text-9.png\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" class=\"wp-image-51383\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-blue-and-white-rectangular-box-with-white-text-9.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-blue-and-white-rectangular-box-with-white-text-9-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1554\" height=\"595\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-graph-on-a-white-background-description-automat-13.jpeg\" alt=\"A graph on a white background\n\nDescription automatically generated\" class=\"wp-image-51384\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-graph-on-a-white-background-description-automat-13.jpeg 1554w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-graph-on-a-white-background-description-automat-13-300x115.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-graph-on-a-white-background-description-automat-13-1024x392.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-graph-on-a-white-background-description-automat-13-768x294.jpeg 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/a-graph-on-a-white-background-description-automat-13-1536x588.jpeg 1536w\" sizes=\"(max-width: 1554px) 100vw, 1554px\" \/><\/figure>\n\n\n\n<h5 class=\"wp-block-heading\">(Source: Bloomberg)<\/h5>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\">^ Back To Top<\/a> <\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-51303-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-84.png\" class=\"wp-image-51385\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-84.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-84-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/h3>\n\n\n\n<figure class=\"wp-block-image\" id=\"td\"><img loading=\"lazy\" decoding=\"async\" width=\"618\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-85.png\" alt=\"\" class=\"wp-image-51386\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-85.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/word-image-85-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Add Sasseur REIT (SASSR SP) at S$0.665 and Trip.com Group Ltd (9961 HK) at HK$365. Cut loss on Take-Two Interactive Software Inc (TTWO US) at US$150 and Aluminium Corp of China Ltd (2600 HK) at HK$4.50.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"941\" height=\"544\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/image-46.png\" alt=\"\" class=\"wp-image-51491\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/image-46.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/image-46-300x173.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/09\/image-46-768x444.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/t.me\/kgisg\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/word-image-69.png\" alt=\"\" class=\"wp-image-15031\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/word-image-69.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/word-image-69-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/a><\/figure>\n\n\n","protected":false},"excerpt":{"rendered":"<p>\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top \u7802\u4e4b\u8239\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258(SASSR SP)\uff1a\u53ef\u9760\u7684\u4fe1\u6258 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.665\uff0c\u76ee\u6807\u4ef7\uff1a0.725\uff0c\u6b62\u635f\u4ef7\uff1a0.635 \u7802\u4e4b\u8239\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u662f\u4e00\u5bb6\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u516c\u53f8\u3002\u516c\u53f8\u6295\u8d44\u4e8e\u591a\u5143\u5316\u7684\u96f6\u552e\u623f\u5730\u4ea7\u8d44\u4ea7\u7ec4\u5408\u3002\u7802\u4e4b\u8239\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u670d\u52a1\u4e8e\u4e9a\u6d32\u5ba2\u6237\u3002 24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u7a33\u5b9a\u3002\u7802\u4e4b\u8239\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\u62a5\u544a\uff0c2009\u5e74\u7b2c\u4e00\u5b63\u5ea6\u5355\u4f4d\u53ef\u5206\u914d\u6536\u76ca(DPU)\u540c\u6bd4\u4e0b\u964d5.1%\u81f33.153\u65b0\u52a0\u5761\u5206\u3002\u5c3d\u7ba1\u5982\u6b64\uff0c\u59d4\u6258\u7ba1\u7406\u534f\u8bae(EMA)\u79df\u91d1\u6536\u5165\u4fdd\u6301\u7a33\u5b9a\uff0c\u4ea4\u4ed8\u4eba\u6c11\u5e013.29\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f0.9%\uff0c\u76f8\u5f53\u4e8e6,230\u4e07\u65b0\u5143\uff0c\u540c\u6bd4\u7565\u6709\u4e0b\u964d0.4%\u3002\u8003\u8651\u5230\u524d\u671f\u501f\u8d37\u6210\u672c\u7684\u5904\u7406\u65b9\u5f0f\u7684\u53d8\u5316\u4ee5\u53ca\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\u7ecf\u740620%\u7684\u57fa\u672c\u8d39\u7528\u5c06\u4ee5\u73b0\u91d1\u652f\u4ed8\uff0c\u8fd9\u4e00\u8868\u73b0\u7b26\u5408\u9884\u671f\u300224\u5e74\u4e0a\u534a\u5e74\u4ee5\u4eba\u6c11\u5e01\u8ba1\u7b97\u7684\u76f4\u9500\u5e97\u9500\u552e\u989d\u540c\u6bd4\u4e0b\u964d3.9%\uff0c\u53cd\u6620\u51fa\u5728\u4e2d\u56fd\u7ecf\u6d4e\u91cd\u65b0\u5f00\u653e\u540e\u88ab\u538b\u6291\u7684\u9700\u6c42\u63a8\u52a8\u4e0b\uff0c\u9500\u552e\u57fa\u6570\u8f8323\u5e74\u4e0a\u534a\u5e74\u6709\u6240\u589e\u52a0\u3002 \u4e2d\u56fd\u4e0d\u65ad\u53d8\u5316\u7684\u6d88\u8d39\u52a8\u6001\u3002\u5728\u6d88\u8d39\u8005\u65e5\u76ca\u8c28\u614e\u7684\u60c5\u51b5\u4e0b\uff0c\u5965\u7279\u83b1\u65af\u7684\u9500\u552e\u51fa\u73b0\u4e86\u5c0f\u5e45\u4e0b\u6ed1\u3002\u7802\u4e4b\u8239\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u611f\u53d7\u5230\u4e86\u4e2d\u56fd\u6d88\u8d39\u8005\u652f\u51fa\u75b2\u8f6f\u7684\u5f71\u54cd\uff0c\u9500\u552e\u989d\u540c\u6bd4\u4e0b\u964d\uff0c\u800c\u5f3a\u52b2\u76842023\u5e74\u4e0a\u534a\u5e74\u57fa\u6570\u53c8\u52a0\u5267\u4e86\u8fd9\u4e00\u5f71\u54cd\u3002\u4e2d\u56fd\u7ecf\u6d4e\u590d\u82cf\u6162\u4e8e\u9884\u671f\uff0c\u589e\u52a0\u4e86\u6d88\u8d39\u7684\u4e0d\u786e\u5b9a\u6027\u3002\u7136\u800c\uff0c\u79ef\u6781\u4e3b\u52a8\u7684\u7ba1\u7406\u5de5\u4f5c\uff0c\u5305\u62ec\u6b63\u5728\u8fdb\u884c\u7684\u79df\u6237\u7ec4\u5408\u589e\u5f3a\uff0c\u6b63\u5728\u5e2e\u52a9\u5438\u5f15\u4e0d\u540c\u7684\u53d7\u4f17\u5e76\u652f\u6301\u6295\u8d44\u7ec4\u5408\u9500\u552e\u4e1a\u7ee9\u3002 24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002EMA\u5728\u4e0a\u534a\u5e74\u79df\u91d1\u6536\u5165\u540c\u6bd4\u589e\u957f0.9%\uff0c\u75313.26\u4ebf\u5143\u4eba\u6c11\u5e01\u589e\u81f33.29\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u7136\u800c\uff0c\u4e0d\u5229\u7684\u5916\u6c47\u53d8\u52a8\u5bfc\u81f4EMA\u79df\u91d1\u6536\u5165\u540c\u6bd4\u7565\u6709\u4e0b\u964d0.4%\uff0c\u603b\u8ba16,230\u4e07\u65b0\u5143\u3002\u5916\u6c47\u9006\u98ce\u548c\u76f4\u9500\u5e97\u9500\u552e\u4e0b\u964d\u7684\u7ed3\u5408\u5bfc\u81f4\u53ef\u5206\u914d\u6536\u5165\u540c\u6bd4\u4e0b\u964d2.9%\u81f34,270\u4e07\u65b0\u5143\uff0cDPU\u76f8\u5e94\u4e0b\u964d\u81f33.153\u65b0\u52a0\u5761\u5206\u300224\u8d22\u5e74\u4e0a\u534a\u5e74\u4eba\u6c11\u5e01\u9500\u552e\u989d\u540c\u6bd4\u4e0b\u964d3.9%\uff0c\u53cd\u6620\u51fa\u5965\u7279\u83b1\u65af\u4e1a\u52a1\u6301\u7eed\u75b2\u8f6f\u3002 \u6211\u4eec\u5bf9\u57fa\u672c\u9762\u7684\u8986\u76d6\u5efa\u8bae\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a0.90\u65b0\u5143\u3002\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb\u62a5\u544a\u5168\u6587\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u76ca\u8d44\u6e90(FR SP)\uff1a\u68d5\u6988\u6cb9\u4ef7\u683c\u5c06\u4e0a\u6da8 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.46\uff0c\u76ee\u6807\u4ef7\uff1a1.60\uff0c\u6b62\u635f\u4ef7\uff1a1.39 \u76ca\u8d44\u6e90\u6709\u9650\u516c\u53f8\u751f\u4ea7\u68d5\u6988\u6cb9\u3002\u8be5\u516c\u53f8\u662f\u4e00\u5bb6\u4e0a\u6e38\u8fd0\u8425\u5546\uff0c\u4e3b\u8981\u7ecf\u8425\u6d3b\u52a8\u662f\u6cb9\u68d5\u7684\u79cd\u690d\u548c\u6536\u83b7\uff0c\u5e76\u5c06\u65b0\u9c9c\u6c34\u679c\u4e32\u52a0\u5de5\u6210\u7c97\u68d5\u6988\u6cb9\uff0c\u7528\u4e8e\u672c\u5730\u548c\u51fa\u53e3\u9500\u552e\u3002 \u68d5\u6988\u6cb9\u4ea7\u91cf\u5c06\u4e0b\u964d\u3002\u7531\u4e8e\u5e72\u71e5\u7684\u5929\u6c14\u548c\u6811\u6728\u8001\u5316\uff0c\u5370\u5c3c\u68d5\u6988\u6cb9\u751f\u4ea7\u524d\u666f\u6076\u5316\uff0c\u8fd9\u53ef\u80fd\u5bfc\u81f4\u5168\u7403\u4f9b\u5e94\u7d27\u5f20\uff0c\u5e76\u4f7f\u4ef7\u683c\u5c45\u9ad8\u4e0d\u4e0b\u3002\u4e0e2023\u5e74\u76f8\u6bd4\uff0c2024\u5e74\u7684\u4ea7\u91cf\u9884\u8ba1\u5c06\u6301\u5e73\u6216\u51cf\u5c115%\u3002\u5de5\u4e1a\u56e2\u4f53\u5df2\u5c06\u65e9\u5148\u5bf9\u4ea7\u91cf\u589e\u957f\u7684\u9884\u6d4b\u5411\u4e0b\u4fee\u6b63\u3002\u9020\u6210\u4e0b\u964d\u7684\u56e0\u7d20\u5305\u62ec\u5173\u952e\u5730\u533a\u964d\u96e8\u51cf\u5c11\u548c\u8bb8\u591a\u79cd\u690d\u56ed\u8001\u5316\uff0c\u7279\u522b\u662f\u5c0f\u519c\u7ecf\u8425\u7684\u79cd\u690d\u56ed\u3002\u4e16\u754c\u7b2c\u4e8c\u5927\u68d5\u6988\u6cb9\u751f\u4ea7\u56fd\u9a6c\u6765\u897f\u4e9a\u7684\u7c7b\u4f3c\u95ee\u9898\u52a0\u5267\u4e86\u8fd9\u79cd\u5c40\u9762\uff0c\u5bfc\u81f4\u5168\u7403\u68d5\u6988\u6cb9\u50a8\u91cf\u964d\u81f3\u4e09\u5e74\u6765\u7684\u6700\u4f4e\u6c34\u5e73\u3002\u4ea7\u91cf\u4e0b\u964d\u548c\u50a8\u5907\u51cf\u5c11\u5171\u540c\u63a8\u9ad8\u4e86\u68d5\u6988\u6cb9\u4ef7\u683c\u30028\u670830\u65e5\uff0c\u9a6c\u6765\u897f\u4e9a\u68d5\u6988\u6cb9\u671f\u8d27\u98d9\u5347\u903e1%\uff0c\u63a5\u8fd1\u6bcf\u54284000\u6797\u5409\u7279\uff0c\u8fde\u7eed\u7b2c\u4e8c\u5929\u4e0a\u6da8\u3002\u8fd9\u79cd\u4ef7\u683c\u4e0a\u6da8\u6709\u5229\u4e8e\u68d5\u6988\u6cb9\u751f\u4ea7\u5546\u3002 \u901a\u8fc7\u6536\u8d2d\u63a8\u52a8\u65e0\u673a\u589e\u957f\u3002\u76ca\u8d44\u6e90\u7684\u5b50\u516c\u53f8PT Karya Tama Bakti Mulia\u4ee51.629\u4ebf\u65b0\u5143\u7ade\u8d2d\u5370\u5c3c\u5ed6\u5185\u77011.76\u4e07\u516c\u9877\u79cd\u690d\u56ed\u8d44\u4ea7\u3002\u8fd9\u4e9b\u8d44\u4ea7\u5305\u62ec\u5de5\u5382\u3001\u79cd\u690d\u56ed\u548c\u672a\u79cd\u690d\u7684\u571f\u5730\uff0c\u662f\u901a\u8fc7\u516c\u5f00\u62cd\u5356\u4ecePT Tri Bakti Sarimas\u624b\u4e2d\u8d2d\u4e70\u7684\u3002\u6b64\u6b21\u6536\u8d2d\u7b26\u5408\u76ca\u8d44\u6e90\u7684\u6269\u5f20\u6218\u7565\uff0c\u65e8\u5728\u589e\u5f3a\u5176\u8fd0\u8425\u8db3\u8ff9\uff0c\u9884\u671f\u7684\u8fd0\u8425\u534f\u540c\u6548\u5e94\u5c06\u63d0\u5347\u6574\u4f53\u4e1a\u7ee9\u3002\u6b64\u6b21\u6536\u8d2d\u7531\u516c\u53f8\u5185\u90e8\u51fa\u8d44\uff0c\u9884\u8ba1\u4e0d\u4f1a\u5bf9\u516c\u53f8\u8d22\u52a1\u4ea7\u751f\u91cd\u5927\u5f71\u54cd\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\u4ece4.488\u4ebf\u7f8e\u5143\u589e\u81f34.572\u4ebf\u7f8e\u5143\uff0c\u4e3b\u8981\u662f\u7531\u4e8e\u4ea7\u91cf\u8f83\u53bb\u5e74\u540c\u671f\u589e\u52a0\uff0c\u90e8\u5206\u62b5\u6d88\u4e86\u4ece\u7b2c\u4e09\u65b9\u8d2d\u4e70\u68d5\u6988\u6cb9\u4ea7\u54c1\u8fdb\u884c\u52a0\u5de5\u548c\u9500\u552e\u7684\u51cf\u5c11\u3002\u5728\u4ea7\u91cf\u589e\u52a0\u548c\u52a0\u5de5\u5229\u6da6\u7387\u63d0\u9ad8\u7684\u63a8\u52a8\u4e0b\uff0c24\u5e74\u4e0a\u534a\u5e74\u51c0\u5229\u6da6\u4e3a1.039\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f45.4%\uff0c\u7ecf\u8425\u5229\u6da6\u540c\u6bd4\u589e\u957f48.9%\u81f31.435\u4ebf\u7f8e\u5143\u3002\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u572824\u5e74\u4e0a\u534a\u5e74\u4e0a\u5347\u81f36.67\u7f8e\u5206\uff0c2023\u5e74\u4e0a\u534a\u5e74\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4e3a4.56\u7f8e\u5206\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u643a\u7a0b\u96c6\u56e2(9961 HK)\uff1a\u6709\u5229\u7684\u5b63\u8282\u6027\u56e0\u7d20 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a365\uff0c\u76ee\u6807\u4ef7\uff1a405\uff0c\u6b62\u635f\u4ef7\uff1a345 \u643a\u7a0b\u96c6\u56e2\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u4e00\u7ad9\u5f0f\u65c5\u6e38\u5e73\u53f0\u8fd0\u8425\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u7684\u5e73\u53f0\u6574\u5408\u4e86\u4e00\u6574\u5957\u65c5\u6e38\u4ea7\u54c1\u548c\u670d\u52a1\u4ee5\u53ca\u5dee\u5f02\u5316\u7684\u65c5\u6e38\u5185\u5bb9\u3002\u5176\u5e73\u53f0\u805a\u5408\u4e86\u7528\u6237\u57fa\u4e8e\u771f\u5b9e\u65c5\u884c\u4f53\u9a8c\u5206\u4eab\u7684\u4ea7\u54c1\u548c\u670d\u52a1\u3001\u8bc4\u8bba\u548c\u5176\u4ed6\u5185\u5bb9\uff0c\u4ee5\u53ca\u6765\u81ea\u751f\u6001\u7cfb\u7edf\u5408\u4f5c\u4f19\u4f34\u7684\u539f\u521b\u5185\u5bb9\uff0c\u4f7f\u4f11\u95f2\u548c\u5546\u52a1\u65c5\u5ba2\u80fd\u591f\u83b7\u5f97\u65c5\u884c\u4f53\u9a8c\uff0c\u5e76\u83b7\u5f97\u5168\u9762\u7684\u4fe1\u606f\u548c\u5408\u7b97\u7684\u7684\u9884\u8ba2\u3002\u7528\u6237\u6765\u5230\u5176\u5e73\u53f0\u53ef\u9009\u62e9\u8fdb\u884c\u4efb\u4f55\u7c7b\u578b\u7684\u65c5\u884c\uff0c\u5305\u62ec\u76ee\u7684\u5730\u6d3b\u52a8\u3001\u5468\u672b\u5ea6\u5047\u548c\u77ed\u9014\u65c5\u884c\uff0c\u4ee5\u53ca\u8de8\u5883\u5ea6\u5047\u548c\u5546\u52a1\u65c5\u884c\u3002 \u6709\u5229\u7684\u5b63\u8282\u56e0\u7d20\u3002\u4e2d\u56fd\u5373\u5c06\u5230\u6765\u7684\u5047\u671f\u9884\u8ba1\u5c06\u63d0\u632f\u56fd\u5185\u548c\u56fd\u9645\u65c5\u6e38\u3002\u4e2d\u56fd\u5c06\u4eab\u53d7\u4e24\u4e2a\u5373\u5c06\u5230\u6765\u7684\u5047\u671f\uff0c\u53732024\u5e749\u670815\u65e5\u81f39\u670817\u65e5\u4e3a\u671f3\u5929\u7684\u4e2d\u79cb\u8282\uff0c\u4ee5\u53ca2024\u5e7410\u67081\u65e5\u81f310\u67087\u65e5\u4e3a\u671f7\u5929\u7684\u4e2d\u56fd\u56fd\u5e86\u5047\u671f\u3002\u53bb\u5e74\uff0c\u5728\u4e2d\u79cb\u8282\u548c\u4e2d\u56fd\u56fd\u5e86\u5047\u671f\u671f\u95f4\uff0c\u67091378\u4e07\u56fd\u9645\u6e38\u5ba2\u5230\u8bbf\u4e2d\u56fd\u3002\u5373\u5c06\u5230\u6765\u7684\u5047\u671f\uff0c\u4e2d\u56fd\u7684\u65c5\u6e38\u9700\u6c42\u5fc5\u7136\u4f1a\u589e\u52a0\u3002 \u65b0\u4e9a\u6d32\u76f4\u64ad\u4e2d\u5fc3\u3002\u643a\u7a0b\u96c6\u56e2\u6700\u8fd1\u5728\u5176\u66fc\u8c37\u529e\u4e8b\u5904\u63a8\u51fa\u4e86\u65b0\u7684\u4e9a\u6d32\u76f4\u64ad\u4e2d\u5fc3\uff0c\u6807\u5fd7\u7740\u8be5\u516c\u53f8\u5185\u5bb9\u8425\u9500\u7b56\u7565\u7684\u91cd\u5927\u6269\u5c55\u3002\u8be5\u4e2d\u5fc3\u65e8\u5728\u901a\u8fc7\u5236\u4f5c\u6bcf\u65e5\u76f4\u64ad\u5185\u5bb9\u6765\u6539\u53d8\u5408\u4f5c\u4f19\u4f34\u548c\u6d88\u8d39\u8005\u7684\u4e92\u52a8\u65b9\u5f0f\uff0c\u8fd9\u4e9b\u5185\u5bb9\u7a81\u51fa\u4e86\u6cf0\u56fd\u7684\u65c5\u6e38\u4ea7\u54c1\uff0c\u76f4\u63a5\u5411\u6e34\u671b\u65c5\u6e38\u7684\u6e38\u5ba2\u63d0\u4f9b\u65c5\u6e38\u7075\u611f\u548c\u72ec\u5bb6\u4f18\u60e0\u3002\u4e9a\u6d32\u76f4\u64ad\u4e2d\u5fc3\u8fd8\u5c06\u4f5c\u4e3a\u8be5\u96c6\u56e2\u7684\u533a\u57df\u4e2d\u5fc3\uff0c\u4e0e\u6cf0\u56fd\u7684\u9152\u5e97\u3001\u5f53\u5730\u666f\u70b9\u548c\u4f01\u4e1a\u5408\u4f5c\uff0c\u63a8\u51fa\u5404\u79cd\u65c5\u6e38\u4ea7\u54c1\u548c\u4fc3\u9500\u6d3b\u52a8\u3002\u5185\u5bb9\u5c06\u5f3a\u8c03\u9ad8\u8d28\u91cf\u7684\u4ea7\u54c1\uff0c\u5305\u62ecTrip.Best, Trip.com\u63a8\u8350\u6392\u540d\uff0c\u5e2e\u52a9\u5168\u7403\u65c5\u884c\u8005\u9009\u62e9\u76ee\u7684\u5730\u6240\u80fd\u63d0\u4f9b\u7684\u6700\u4f73\u4f53\u9a8c\u3002 \u6269\u5c55\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u3002\u643a\u7a0b\u96c6\u56e2\u6700\u8fd1\u5ba3\u5e03\u4e0e\u745e\u5b89\u822a\u7a7a\u5efa\u7acb\u5408\u4f5c\u5173\u7cfb\uff0c\u4f7f\u516c\u53f8\u80fd\u591f\u5c06\u745e\u5b89\u822a\u7a7a\u7684\u4f4e\u4ef7\u822a\u73ed\u7eb3\u5165\u5176\u52a8\u6001\u4ea7\u54c1\u4f9b\u5e94\u4e2d\u3002\u8fd9\u6b21\u5408\u4f5c\u5bf9\u516c\u53f8\u7684\u5ba2\u6237\u6765\u8bf4\u662f\u4e00\u4e2a\u5de8\u5927\u7684\u4f18\u52bf\uff0c\u4ed6\u4eec\u53ef\u4ee5\u83b7\u5f97\u745e\u5b89\u822a\u7a7a\u7684\u5ec9\u4ef7\u673a\u7968\uff0c\u8d85\u8fc7235\u4e2a\u76ee\u7684\u5730\u7684\u5927\u91cf\u9009\u62e9\uff0c\u4ee5\u53ca\u4f18\u8d28\u7684\u670d\u52a1\u3002\u5728\u672a\u6765\u51e0\u5468\u5185\uff0c\u65c5\u5ba2\u5f88\u5feb\u5c31\u53ef\u4ee5\u901a\u8fc7\u516c\u53f8\u76f4\u63a5\u9884\u8ba2\u745e\u5b89\u822a\u7a7a\u7684\u822a\u73ed\u3002 24\u8d22\u5e74\u4e0a\u534a\u5e74\u5ea6\u4e1a\u7ee9\u300224\u8d22\u5e74\u4e0a\u534a\u5e74\u6536\u5165\u540c\u6bd4\u589e\u957f20.6%\u81f3247\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e3a205\u4ebf\u5143\u4eba\u6c11\u5e01\u300224\u8d22\u5e74\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f10.0%\u81f381.51\u4ebf\u5143\uff0c\u800c23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e3a40.1\u4ebf\u5143\u300224\u8d22\u5e74\u4e0a\u534a\u5e74\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u589e\u81f312.46\u5143\u4eba\u6c11\u5e01\uff0c\u800c23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e3a6.14\u5143\u4eba\u6c11\u5e01\u3002 \u5e02\u573a\u5171\u8bc6 (Source: Bloomberg) [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":18710,"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-51450","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-kgi-daily-trading-ideas-chinese"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.8 - aioseo.com -->\n\t<meta name=\"description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Add Sasseur REIT (SASSR SP) at S$0.665 and Trip.com Group Ltd (9961 HK) at HK$365. Cut loss on Take-Two Interactive Software\" \/>\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-11-sep-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\u5e7409\u670811\u65e5: \u76ca\u8d44\u6e90(FR SP), \u643a\u7a0b\u96c6\u56e2(9961 HK), \u6234\u5c14\u79d1\u6280 (DELL US) \u2022 KGI Singapore Research\" \/>\n\t\t<meta property=\"og:description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Add Sasseur REIT (SASSR SP) at S$0.665 and Trip.com Group Ltd (9961 HK) at HK$365. Cut loss on Take-Two Interactive Software\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-11-sep-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=\"2024-09-10T23:56:00+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2024-09-11T03:13:01+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2024\u5e7409\u670811\u65e5: \u76ca\u8d44\u6e90(FR SP), \u643a\u7a0b\u96c6\u56e2(9961 HK), \u6234\u5c14\u79d1\u6280 (DELL US) \u2022 KGI Singapore Research\" \/>\n\t\t<meta name=\"twitter:description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Add Sasseur REIT (SASSR SP) at S$0.665 and Trip.com Group Ltd (9961 HK) at HK$365. Cut loss on Take-Two Interactive Software\" \/>\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-11-sep-2024-zh\\\/#blogposting\",\"name\":\"2024\\u5e7409\\u670811\\u65e5: \\u76ca\\u8d44\\u6e90(FR SP), \\u643a\\u7a0b\\u96c6\\u56e2(9961 HK), \\u6234\\u5c14\\u79d1\\u6280 (DELL US) \\u2022 KGI Singapore Research\",\"headline\":\"2024\\u5e7409\\u670811\\u65e5: \\u76ca\\u8d44\\u6e90(FR SP), \\u643a\\u7a0b\\u96c6\\u56e2(9961 HK), \\u6234\\u5c14\\u79d1\\u6280 (DELL US)\",\"author\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/keithtan\\\/#author\"},\"publisher\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\"},\"image\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/wp-content\\\/uploads\\\/2022\\\/08\\\/Thumb02.jpg?wsr\",\"width\":300,\"height\":168},\"datePublished\":\"2024-09-11T07:56:00+08:00\",\"dateModified\":\"2024-09-11T11:13:01+08:00\",\"inLanguage\":\"en-US\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-11-sep-2024-zh\\\/#webpage\"},\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-11-sep-2024-zh\\\/#webpage\"},\"articleSection\":\"KGI Daily Trading Ideas (Chinese)\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-11-sep-2024-zh\\\/#breadcrumblist\",\"itemListElement\":[{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research#listItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\",\"nextItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/#listItem\",\"name\":\"KGI Daily Trading Ideas (Chinese)\"}},{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/#listItem\",\"position\":2,\"name\":\"KGI Daily Trading Ideas (Chinese)\",\"item\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/\",\"nextItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-11-sep-2024-zh\\\/#listItem\",\"name\":\"2024\\u5e7409\\u670811\\u65e5: \\u76ca\\u8d44\\u6e90(FR SP), \\u643a\\u7a0b\\u96c6\\u56e2(9961 HK), \\u6234\\u5c14\\u79d1\\u6280 (DELL US)\"},\"previousItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research#listItem\",\"name\":\"Home\"}},{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-11-sep-2024-zh\\\/#listItem\",\"position\":3,\"name\":\"2024\\u5e7409\\u670811\\u65e5: \\u76ca\\u8d44\\u6e90(FR SP), \\u643a\\u7a0b\\u96c6\\u56e2(9961 HK), \\u6234\\u5c14\\u79d1\\u6280 (DELL US)\",\"previousItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/#listItem\",\"name\":\"KGI Daily Trading Ideas (Chinese)\"}}]},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\",\"name\":\"KGI Research Singapore\",\"description\":\"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/\",\"telephone\":\"+6562021188\",\"logo\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/wp-content\\\/uploads\\\/2020\\\/11\\\/cropped-Square-logo-PNG.png?wsr\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-11-sep-2024-zh\\\/#organizationLogo\",\"width\":512,\"height\":512},\"image\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-11-sep-2024-zh\\\/#organizationLogo\"}},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/keithtan\\\/#author\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/keithtan\\\/\",\"name\":\"Keith Tan\",\"image\":{\"@type\":\"ImageObject\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-11-sep-2024-zh\\\/#authorImage\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/6e081ee53ea613f8e7be4f0607b3f5c1a3d295ee583a0f5bb51e9c300635ad2e?s=96&d=mm&r=g\",\"width\":96,\"height\":96,\"caption\":\"Keith Tan\"}},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-11-sep-2024-zh\\\/#webpage\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-11-sep-2024-zh\\\/\",\"name\":\"2024\\u5e7409\\u670811\\u65e5: \\u76ca\\u8d44\\u6e90(FR SP), \\u643a\\u7a0b\\u96c6\\u56e2(9961 HK), \\u6234\\u5c14\\u79d1\\u6280 (DELL US) \\u2022 KGI Singapore Research\",\"description\":\"\\u65b0\\u52a0\\u5761\\u80a1\\u7968\\u63a8\\u8350 | \\u9999\\u6e2f\\u80a1\\u7968\\u63a8\\u8350 | \\u7f8e\\u80a1\\u63a8\\u8350 | \\u884c\\u4e1a\\u677f\\u5757\\u8868\\u73b0 | \\u4ea4\\u6613\\u9f99\\u864e\\u699c \\u7f8e\\u56fd \\u9999\\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Add Sasseur REIT (SASSR SP) at S$0.665 and Trip.com Group Ltd (9961 HK) at HK$365. Cut loss on Take-Two Interactive Software\",\"inLanguage\":\"en-US\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#website\"},\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-11-sep-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\\\/2022\\\/08\\\/Thumb02.jpg?wsr\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-11-sep-2024-zh\\\/#mainImage\",\"width\":300,\"height\":168},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-11-sep-2024-zh\\\/#mainImage\"},\"datePublished\":\"2024-09-11T07:56:00+08:00\",\"dateModified\":\"2024-09-11T11:13:01+08:00\"},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#website\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/\",\"name\":\"KGI Singapore Research\",\"description\":\"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.\",\"inLanguage\":\"en-US\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\"}}]}\n\t\t<\/script>\n\t\t<!-- All in One SEO -->\n\n","aioseo_head_json":{"title":"2024\u5e7409\u670811\u65e5: \u76ca\u8d44\u6e90(FR SP), \u643a\u7a0b\u96c6\u56e2(9961 HK), \u6234\u5c14\u79d1\u6280 (DELL US) \u2022 KGI Singapore Research","description":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Add Sasseur REIT (SASSR SP) at S$0.665 and Trip.com Group Ltd (9961 HK) at HK$365. Cut loss on Take-Two Interactive Software","canonical_url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-11-sep-2024-zh\/","robots":"max-image-preview:large","keywords":"kgi daily trading ideas (chinese)","webmasterTools":{"miscellaneous":""},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"BlogPosting","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-11-sep-2024-zh\/#blogposting","name":"2024\u5e7409\u670811\u65e5: \u76ca\u8d44\u6e90(FR SP), \u643a\u7a0b\u96c6\u56e2(9961 HK), \u6234\u5c14\u79d1\u6280 (DELL US) \u2022 KGI Singapore Research","headline":"2024\u5e7409\u670811\u65e5: \u76ca\u8d44\u6e90(FR SP), \u643a\u7a0b\u96c6\u56e2(9961 HK), \u6234\u5c14\u79d1\u6280 (DELL US)","author":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/#author"},"publisher":{"@id":"https:\/\/www.kgieworld.sg\/research\/#organization"},"image":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/08\/Thumb02.jpg?wsr","width":300,"height":168},"datePublished":"2024-09-11T07:56:00+08:00","dateModified":"2024-09-11T11:13:01+08:00","inLanguage":"en-US","mainEntityOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-11-sep-2024-zh\/#webpage"},"isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-11-sep-2024-zh\/#webpage"},"articleSection":"KGI Daily Trading Ideas (Chinese)"},{"@type":"BreadcrumbList","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-11-sep-2024-zh\/#breadcrumblist","itemListElement":[{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research#listItem","position":1,"name":"Home","item":"https:\/\/www.kgieworld.sg\/research","nextItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/#listItem","name":"KGI Daily Trading Ideas (Chinese)"}},{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/#listItem","position":2,"name":"KGI Daily Trading Ideas (Chinese)","item":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/","nextItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-11-sep-2024-zh\/#listItem","name":"2024\u5e7409\u670811\u65e5: \u76ca\u8d44\u6e90(FR SP), \u643a\u7a0b\u96c6\u56e2(9961 HK), \u6234\u5c14\u79d1\u6280 (DELL US)"},"previousItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research#listItem","name":"Home"}},{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-11-sep-2024-zh\/#listItem","position":3,"name":"2024\u5e7409\u670811\u65e5: \u76ca\u8d44\u6e90(FR SP), \u643a\u7a0b\u96c6\u56e2(9961 HK), \u6234\u5c14\u79d1\u6280 (DELL US)","previousItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/#listItem","name":"KGI Daily Trading Ideas (Chinese)"}}]},{"@type":"Organization","@id":"https:\/\/www.kgieworld.sg\/research\/#organization","name":"KGI Research Singapore","description":"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","url":"https:\/\/www.kgieworld.sg\/research\/","telephone":"+6562021188","logo":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2020\/11\/cropped-Square-logo-PNG.png?wsr","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-11-sep-2024-zh\/#organizationLogo","width":512,"height":512},"image":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-11-sep-2024-zh\/#organizationLogo"}},{"@type":"Person","@id":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/#author","url":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/","name":"Keith Tan","image":{"@type":"ImageObject","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-11-sep-2024-zh\/#authorImage","url":"https:\/\/secure.gravatar.com\/avatar\/6e081ee53ea613f8e7be4f0607b3f5c1a3d295ee583a0f5bb51e9c300635ad2e?s=96&d=mm&r=g","width":96,"height":96,"caption":"Keith Tan"}},{"@type":"WebPage","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-11-sep-2024-zh\/#webpage","url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-11-sep-2024-zh\/","name":"2024\u5e7409\u670811\u65e5: \u76ca\u8d44\u6e90(FR SP), \u643a\u7a0b\u96c6\u56e2(9961 HK), \u6234\u5c14\u79d1\u6280 (DELL US) \u2022 KGI Singapore Research","description":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Add Sasseur REIT (SASSR SP) at S$0.665 and Trip.com Group Ltd (9961 HK) at HK$365. Cut loss on Take-Two Interactive Software","inLanguage":"en-US","isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/#website"},"breadcrumb":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-11-sep-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\/2022\/08\/Thumb02.jpg?wsr","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-11-sep-2024-zh\/#mainImage","width":300,"height":168},"primaryImageOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-11-sep-2024-zh\/#mainImage"},"datePublished":"2024-09-11T07:56:00+08:00","dateModified":"2024-09-11T11:13:01+08:00"},{"@type":"WebSite","@id":"https:\/\/www.kgieworld.sg\/research\/#website","url":"https:\/\/www.kgieworld.sg\/research\/","name":"KGI Singapore Research","description":"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","inLanguage":"en-US","publisher":{"@id":"https:\/\/www.kgieworld.sg\/research\/#organization"}}]},"og:locale":"en_US","og:site_name":"KGI Singapore Research \u2022 Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","og:type":"article","og:title":"2024\u5e7409\u670811\u65e5: \u76ca\u8d44\u6e90(FR SP), \u643a\u7a0b\u96c6\u56e2(9961 HK), \u6234\u5c14\u79d1\u6280 (DELL US) \u2022 KGI Singapore Research","og:description":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Add Sasseur REIT (SASSR SP) at S$0.665 and Trip.com Group Ltd (9961 HK) at HK$365. Cut loss on Take-Two Interactive Software","og:url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-11-sep-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":"2024-09-10T23:56:00+00:00","article:modified_time":"2024-09-11T03:13:01+00:00","twitter:card":"summary","twitter:title":"2024\u5e7409\u670811\u65e5: \u76ca\u8d44\u6e90(FR SP), \u643a\u7a0b\u96c6\u56e2(9961 HK), \u6234\u5c14\u79d1\u6280 (DELL US) \u2022 KGI Singapore Research","twitter:description":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Add Sasseur REIT (SASSR SP) at S$0.665 and Trip.com Group Ltd (9961 HK) at HK$365. Cut loss on Take-Two Interactive Software","twitter:image":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr"},"aioseo_meta_data":{"post_id":"51450","title":"#post_title #separator_sa #site_title","description":"#post_excerpt","keywords":[],"keyphrases":{"focus":[],"additional":[]},"primary_term":null,"canonical_url":null,"og_title":null,"og_description":null,"og_object_type":"default","og_image_type":"default","og_image_url":null,"og_image_width":null,"og_image_height":null,"og_image_custom_url":null,"og_image_custom_fields":null,"og_video":"","og_custom_url":null,"og_article_section":null,"og_article_tags":[],"twitter_use_og":false,"twitter_card":"default","twitter_image_type":"default","twitter_image_url":null,"twitter_image_custom_url":null,"twitter_image_custom_fields":null,"twitter_title":null,"twitter_description":null,"schema":{"blockGraphs":[],"customGraphs":[],"default":{"data":{"Article":{"id":"#aioseo-article-67073a6eedae8","slug":"article","graphName":"Article","label":"Article","properties":{"type":"BlogPosting","name":"#post_title","headline":"#post_title","description":"#post_excerpt","image":"","keywords":"","author":{"name":"#author_name","url":"#author_url"},"dates":{"include":true,"datePublished":"","dateModified":""}}},"Course":[],"Dataset":[],"FAQPage":[],"Movie":[],"Person":[],"Product":[],"ProductReview":[],"Car":[],"Recipe":[],"Service":[],"SoftwareApplication":[],"WebPage":[]},"graphName":"Article","isEnabled":true},"graphs":[]},"schema_type":"default","schema_type_options":"{\"article\":{\"articleType\":\"BlogPosting\"},\"course\":{\"name\":\"\",\"description\":\"\",\"provider\":\"\"},\"faq\":{\"pages\":[]},\"product\":{\"reviews\":[]},\"recipe\":{\"ingredients\":[],\"instructions\":[],\"keywords\":[]},\"software\":{\"reviews\":[],\"operatingSystems\":[]},\"webPage\":{\"webPageType\":\"WebPage\"}}","pillar_content":false,"robots_default":true,"robots_noindex":false,"robots_noarchive":false,"robots_nosnippet":false,"robots_nofollow":false,"robots_noimageindex":false,"robots_noodp":false,"robots_notranslate":false,"robots_max_snippet":"-1","robots_max_videopreview":"-1","robots_max_imagepreview":"large","priority":null,"frequency":"default","local_seo":{"locations":{"business":{"name":"","businessType":"","image":"","areaServed":"","urls":{"website":"","aboutPage":"","contactPage":""},"address":{"streetLine1":"","streetLine2":"","zipCode":"","city":"","state":"","country":"","addressFormat":"#streetLineOne\n#streetLineTwo\n#city, #state #zipCode"},"contact":{"phone":"","email":"","fax":""},"ids":{"vat":"","tax":"","chamberOfCommerce":""},"payment":{"priceRange":"","currenciesAccepted":"","methods":""}}},"openingHours":{"useDefaults":true,"show":true,"alwaysOpen":false,"use24hFormat":false,"timezone":"","labels":{"closed":"","alwaysOpen":""},"days":{"monday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"tuesday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"wednesday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"thursday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"friday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"saturday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"sunday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"}}}},"breadcrumb_settings":null,"limit_modified_date":false,"ai":null,"created":"2024-09-10 09:02:07","updated":"2025-06-07 02:16:18","seo_analyzer_scan_date":null},"uagb_featured_image_src":{"full":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/08\/Thumb02.jpg?wsr",300,168,false],"thumbnail":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/08\/Thumb02-150x150.jpg?wsr",150,150,true],"medium":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/08\/Thumb02.jpg?wsr",300,168,false],"medium_large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/08\/Thumb02.jpg?wsr",300,168,false],"large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/08\/Thumb02.jpg?wsr",300,168,false],"1536x1536":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/08\/Thumb02.jpg?wsr",300,168,false],"2048x2048":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/08\/Thumb02.jpg?wsr",300,168,false]},"uagb_author_info":{"display_name":"Keith Tan","author_link":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/"},"uagb_comment_info":0,"uagb_excerpt":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top \u7802\u4e4b\u8239\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258(SASSR SP)\uff1a\u53ef\u9760\u7684\u4fe1\u6258 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.665\uff0c\u76ee\u6807\u4ef7\uff1a0.725\uff0c\u6b62\u635f\u4ef7\uff1a0.635 \u7802\u4e4b\u8239\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u662f\u4e00\u5bb6\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u516c\u53f8\u3002\u516c\u53f8\u6295\u8d44\u4e8e\u591a\u5143\u5316\u7684\u96f6\u552e\u623f\u5730\u4ea7\u8d44\u4ea7\u7ec4\u5408\u3002\u7802\u4e4b\u8239\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u670d\u52a1\u4e8e\u4e9a\u6d32\u5ba2\u6237\u3002 24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u7a33\u5b9a\u3002\u7802\u4e4b\u8239\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\u62a5\u544a\uff0c2009\u5e74\u7b2c\u4e00\u5b63\u5ea6\u5355\u4f4d\u53ef\u5206\u914d\u6536\u76ca(DPU)\u540c\u6bd4\u4e0b\u964d5.1%\u81f33.153\u65b0\u52a0\u5761\u5206\u3002\u5c3d\u7ba1\u5982\u6b64\uff0c\u59d4\u6258\u7ba1\u7406\u534f\u8bae(EMA)\u79df\u91d1\u6536\u5165\u4fdd\u6301\u7a33\u5b9a\uff0c\u4ea4\u4ed8\u4eba\u6c11\u5e013.29\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f0.9%\uff0c\u76f8\u5f53\u4e8e6,230\u4e07\u65b0\u5143\uff0c\u540c\u6bd4\u7565\u6709\u4e0b\u964d0.4%\u3002\u8003\u8651\u5230\u524d\u671f\u501f\u8d37\u6210\u672c\u7684\u5904\u7406\u65b9\u5f0f\u7684\u53d8\u5316\u4ee5\u53ca\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\u7ecf\u740620%\u7684\u57fa\u672c\u8d39\u7528\u5c06\u4ee5\u73b0\u91d1\u652f\u4ed8\uff0c\u8fd9\u4e00\u8868\u73b0\u7b26\u5408\u9884\u671f\u300224\u5e74\u4e0a\u534a\u5e74\u4ee5\u4eba\u6c11\u5e01\u8ba1\u7b97\u7684\u76f4\u9500\u5e97\u9500\u552e\u989d\u540c\u6bd4\u4e0b\u964d3.9%\uff0c\u53cd\u6620\u51fa\u5728\u4e2d\u56fd\u7ecf\u6d4e\u91cd\u65b0\u5f00\u653e\u540e\u88ab\u538b\u6291\u7684\u9700\u6c42\u63a8\u52a8\u4e0b\uff0c\u9500\u552e\u57fa\u6570\u8f8323\u5e74\u4e0a\u534a\u5e74\u6709\u6240\u589e\u52a0\u3002 \u4e2d\u56fd\u4e0d\u65ad\u53d8\u5316\u7684\u6d88\u8d39\u52a8\u6001\u3002\u5728\u6d88\u8d39\u8005\u65e5\u76ca\u8c28\u614e\u7684\u60c5\u51b5\u4e0b\uff0c\u5965\u7279\u83b1\u65af\u7684\u9500\u552e\u51fa\u73b0\u4e86\u5c0f\u5e45\u4e0b\u6ed1\u3002\u7802\u4e4b\u8239\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u611f\u53d7\u5230\u4e86\u4e2d\u56fd\u6d88\u8d39\u8005\u652f\u51fa\u75b2\u8f6f\u7684\u5f71\u54cd\uff0c\u9500\u552e\u989d\u540c\u6bd4\u4e0b\u964d\uff0c\u800c\u5f3a\u52b2\u76842023\u5e74\u4e0a\u534a\u5e74\u57fa\u6570\u53c8\u52a0\u5267\u4e86\u8fd9\u4e00\u5f71\u54cd\u3002\u4e2d\u56fd\u7ecf\u6d4e\u590d\u82cf\u6162\u4e8e\u9884\u671f\uff0c\u589e\u52a0\u4e86\u6d88\u8d39\u7684\u4e0d\u786e\u5b9a\u6027\u3002\u7136\u800c\uff0c\u79ef\u6781\u4e3b\u52a8\u7684\u7ba1\u7406\u5de5\u4f5c\uff0c\u5305\u62ec\u6b63\u5728\u8fdb\u884c\u7684\u79df\u6237\u7ec4\u5408\u589e\u5f3a\uff0c\u6b63\u5728\u5e2e\u52a9\u5438\u5f15\u4e0d\u540c\u7684\u53d7\u4f17\u5e76\u652f\u6301\u6295\u8d44\u7ec4\u5408\u9500\u552e\u4e1a\u7ee9\u3002 24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002EMA\u5728\u4e0a\u534a\u5e74\u79df\u91d1\u6536\u5165\u540c\u6bd4\u589e\u957f0.9%\uff0c\u75313.26\u4ebf\u5143\u4eba\u6c11\u5e01\u589e\u81f33.29\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u7136\u800c\uff0c\u4e0d\u5229\u7684\u5916\u6c47\u53d8\u52a8\u5bfc\u81f4EMA\u79df\u91d1\u6536\u5165\u540c\u6bd4\u7565\u6709\u4e0b\u964d0.4%\uff0c\u603b\u8ba16,230\u4e07\u65b0\u5143\u3002\u5916\u6c47\u9006\u98ce\u548c\u76f4\u9500\u5e97\u9500\u552e\u4e0b\u964d\u7684\u7ed3\u5408\u5bfc\u81f4\u53ef\u5206\u914d\u6536\u5165\u540c\u6bd4\u4e0b\u964d2.9%\u81f34,270\u4e07\u65b0\u5143\uff0cDPU\u76f8\u5e94\u4e0b\u964d\u81f33.153\u65b0\u52a0\u5761\u5206\u300224\u8d22\u5e74\u4e0a\u534a\u5e74\u4eba\u6c11\u5e01\u9500\u552e\u989d\u540c\u6bd4\u4e0b\u964d3.9%\uff0c\u53cd\u6620\u51fa\u5965\u7279\u83b1\u65af\u4e1a\u52a1\u6301\u7eed\u75b2\u8f6f\u3002 \u6211\u4eec\u5bf9\u57fa\u672c\u9762\u7684\u8986\u76d6\u5efa\u8bae\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a0.90\u65b0\u5143\u3002\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb\u62a5\u544a\u5168\u6587\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u76ca\u8d44\u6e90(FR SP)\uff1a\u68d5\u6988\u6cb9\u4ef7\u683c\u5c06\u4e0a\u6da8 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.46\uff0c\u76ee\u6807\u4ef7\uff1a1.60\uff0c\u6b62\u635f\u4ef7\uff1a1.39 \u76ca\u8d44\u6e90\u6709\u9650\u516c\u53f8\u751f\u4ea7\u68d5\u6988\u6cb9\u3002\u8be5\u516c\u53f8\u662f\u4e00\u5bb6\u4e0a\u6e38\u8fd0\u8425\u5546\uff0c\u4e3b\u8981\u7ecf\u8425\u6d3b\u52a8\u662f\u6cb9\u68d5\u7684\u79cd\u690d\u548c\u6536\u83b7\uff0c\u5e76\u5c06\u65b0\u9c9c\u6c34\u679c\u4e32\u52a0\u5de5\u6210\u7c97\u68d5\u6988\u6cb9\uff0c\u7528\u4e8e\u672c\u5730\u548c\u51fa\u53e3\u9500\u552e\u3002 \u68d5\u6988\u6cb9\u4ea7\u91cf\u5c06\u4e0b\u964d\u3002\u7531\u4e8e\u5e72\u71e5\u7684\u5929\u6c14\u548c\u6811\u6728\u8001\u5316\uff0c\u5370\u5c3c\u68d5\u6988\u6cb9\u751f\u4ea7\u524d\u666f\u6076\u5316\uff0c\u8fd9\u53ef\u80fd\u5bfc\u81f4\u5168\u7403\u4f9b\u5e94\u7d27\u5f20\uff0c\u5e76\u4f7f\u4ef7\u683c\u5c45\u9ad8\u4e0d\u4e0b\u3002\u4e0e2023\u5e74\u76f8\u6bd4\uff0c2024\u5e74\u7684\u4ea7\u91cf\u9884\u8ba1\u5c06\u6301\u5e73\u6216\u51cf\u5c115%\u3002\u5de5\u4e1a\u56e2\u4f53\u5df2\u5c06\u65e9\u5148\u5bf9\u4ea7\u91cf\u589e\u957f\u7684\u9884\u6d4b\u5411\u4e0b\u4fee\u6b63\u3002\u9020\u6210\u4e0b\u964d\u7684\u56e0\u7d20\u5305\u62ec\u5173\u952e\u5730\u533a\u964d\u96e8\u51cf\u5c11\u548c\u8bb8\u591a\u79cd\u690d\u56ed\u8001\u5316\uff0c\u7279\u522b\u662f\u5c0f\u519c\u7ecf\u8425\u7684\u79cd\u690d\u56ed\u3002\u4e16\u754c\u7b2c\u4e8c\u5927\u68d5\u6988\u6cb9\u751f\u4ea7\u56fd\u9a6c\u6765\u897f\u4e9a\u7684\u7c7b\u4f3c\u95ee\u9898\u52a0\u5267\u4e86\u8fd9\u79cd\u5c40\u9762\uff0c\u5bfc\u81f4\u5168\u7403\u68d5\u6988\u6cb9\u50a8\u91cf\u964d\u81f3\u4e09\u5e74\u6765\u7684\u6700\u4f4e\u6c34\u5e73\u3002\u4ea7\u91cf\u4e0b\u964d\u548c\u50a8\u5907\u51cf\u5c11\u5171\u540c\u63a8\u9ad8\u4e86\u68d5\u6988\u6cb9\u4ef7\u683c\u30028\u670830\u65e5\uff0c\u9a6c\u6765\u897f\u4e9a\u68d5\u6988\u6cb9\u671f\u8d27\u98d9\u5347\u903e1%\uff0c\u63a5\u8fd1\u6bcf\u54284000\u6797\u5409\u7279\uff0c\u8fde\u7eed\u7b2c\u4e8c\u5929\u4e0a\u6da8\u3002\u8fd9\u79cd\u4ef7\u683c\u4e0a\u6da8\u6709\u5229\u4e8e\u68d5\u6988\u6cb9\u751f\u4ea7\u5546\u3002 \u901a\u8fc7\u6536\u8d2d\u63a8\u52a8\u65e0\u673a\u589e\u957f\u3002\u76ca\u8d44\u6e90\u7684\u5b50\u516c\u53f8PT Karya Tama Bakti Mulia\u4ee51.629\u4ebf\u65b0\u5143\u7ade\u8d2d\u5370\u5c3c\u5ed6\u5185\u77011.76\u4e07\u516c\u9877\u79cd\u690d\u56ed\u8d44\u4ea7\u3002\u8fd9\u4e9b\u8d44\u4ea7\u5305\u62ec\u5de5\u5382\u3001\u79cd\u690d\u56ed\u548c\u672a\u79cd\u690d\u7684\u571f\u5730\uff0c\u662f\u901a\u8fc7\u516c\u5f00\u62cd\u5356\u4ecePT Tri Bakti Sarimas\u624b\u4e2d\u8d2d\u4e70\u7684\u3002\u6b64\u6b21\u6536\u8d2d\u7b26\u5408\u76ca\u8d44\u6e90\u7684\u6269\u5f20\u6218\u7565\uff0c\u65e8\u5728\u589e\u5f3a\u5176\u8fd0\u8425\u8db3\u8ff9\uff0c\u9884\u671f\u7684\u8fd0\u8425\u534f\u540c\u6548\u5e94\u5c06\u63d0\u5347\u6574\u4f53\u4e1a\u7ee9\u3002\u6b64\u6b21\u6536\u8d2d\u7531\u516c\u53f8\u5185\u90e8\u51fa\u8d44\uff0c\u9884\u8ba1\u4e0d\u4f1a\u5bf9\u516c\u53f8\u8d22\u52a1\u4ea7\u751f\u91cd\u5927\u5f71\u54cd\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\u4ece4.488\u4ebf\u7f8e\u5143\u589e\u81f34.572\u4ebf\u7f8e\u5143\uff0c\u4e3b\u8981\u662f\u7531\u4e8e\u4ea7\u91cf\u8f83\u53bb\u5e74\u540c\u671f\u589e\u52a0\uff0c\u90e8\u5206\u62b5\u6d88\u4e86\u4ece\u7b2c\u4e09\u65b9\u8d2d\u4e70\u68d5\u6988\u6cb9\u4ea7\u54c1\u8fdb\u884c\u52a0\u5de5\u548c\u9500\u552e\u7684\u51cf\u5c11\u3002\u5728\u4ea7\u91cf\u589e\u52a0\u548c\u52a0\u5de5\u5229\u6da6\u7387\u63d0\u9ad8\u7684\u63a8\u52a8\u4e0b\uff0c24\u5e74\u4e0a\u534a\u5e74\u51c0\u5229\u6da6\u4e3a1.039\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f45.4%\uff0c\u7ecf\u8425\u5229\u6da6\u540c\u6bd4\u589e\u957f48.9%\u81f31.435\u4ebf\u7f8e\u5143\u3002\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u572824\u5e74\u4e0a\u534a\u5e74\u4e0a\u5347\u81f36.67\u7f8e\u5206\uff0c2023\u5e74\u4e0a\u534a\u5e74\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4e3a4.56\u7f8e\u5206\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u643a\u7a0b\u96c6\u56e2(9961 HK)\uff1a\u6709\u5229\u7684\u5b63\u8282\u6027\u56e0\u7d20 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a365\uff0c\u76ee\u6807\u4ef7\uff1a405\uff0c\u6b62\u635f\u4ef7\uff1a345 \u643a\u7a0b\u96c6\u56e2\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u4e00\u7ad9\u5f0f\u65c5\u6e38\u5e73\u53f0\u8fd0\u8425\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u7684\u5e73\u53f0\u6574\u5408\u4e86\u4e00\u6574\u5957\u65c5\u6e38\u4ea7\u54c1\u548c\u670d\u52a1\u4ee5\u53ca\u5dee\u5f02\u5316\u7684\u65c5\u6e38\u5185\u5bb9\u3002\u5176\u5e73\u53f0\u805a\u5408\u4e86\u7528\u6237\u57fa\u4e8e\u771f\u5b9e\u65c5\u884c\u4f53\u9a8c\u5206\u4eab\u7684\u4ea7\u54c1\u548c\u670d\u52a1\u3001\u8bc4\u8bba\u548c\u5176\u4ed6\u5185\u5bb9\uff0c\u4ee5\u53ca\u6765\u81ea\u751f\u6001\u7cfb\u7edf\u5408\u4f5c\u4f19\u4f34\u7684\u539f\u521b\u5185\u5bb9\uff0c\u4f7f\u4f11\u95f2\u548c\u5546\u52a1\u65c5\u5ba2\u80fd\u591f\u83b7\u5f97\u65c5\u884c\u4f53\u9a8c\uff0c\u5e76\u83b7\u5f97\u5168\u9762\u7684\u4fe1\u606f\u548c\u5408\u7b97\u7684\u7684\u9884\u8ba2\u3002\u7528\u6237\u6765\u5230\u5176\u5e73\u53f0\u53ef\u9009\u62e9\u8fdb\u884c\u4efb\u4f55\u7c7b\u578b\u7684\u65c5\u884c\uff0c\u5305\u62ec\u76ee\u7684\u5730\u6d3b\u52a8\u3001\u5468\u672b\u5ea6\u5047\u548c\u77ed\u9014\u65c5\u884c\uff0c\u4ee5\u53ca\u8de8\u5883\u5ea6\u5047\u548c\u5546\u52a1\u65c5\u884c\u3002 \u6709\u5229\u7684\u5b63\u8282\u56e0\u7d20\u3002\u4e2d\u56fd\u5373\u5c06\u5230\u6765\u7684\u5047\u671f\u9884\u8ba1\u5c06\u63d0\u632f\u56fd\u5185\u548c\u56fd\u9645\u65c5\u6e38\u3002\u4e2d\u56fd\u5c06\u4eab\u53d7\u4e24\u4e2a\u5373\u5c06\u5230\u6765\u7684\u5047\u671f\uff0c\u53732024\u5e749\u670815\u65e5\u81f39\u670817\u65e5\u4e3a\u671f3\u5929\u7684\u4e2d\u79cb\u8282\uff0c\u4ee5\u53ca2024\u5e7410\u67081\u65e5\u81f310\u67087\u65e5\u4e3a\u671f7\u5929\u7684\u4e2d\u56fd\u56fd\u5e86\u5047\u671f\u3002\u53bb\u5e74\uff0c\u5728\u4e2d\u79cb\u8282\u548c\u4e2d\u56fd\u56fd\u5e86\u5047\u671f\u671f\u95f4\uff0c\u67091378\u4e07\u56fd\u9645\u6e38\u5ba2\u5230\u8bbf\u4e2d\u56fd\u3002\u5373\u5c06\u5230\u6765\u7684\u5047\u671f\uff0c\u4e2d\u56fd\u7684\u65c5\u6e38\u9700\u6c42\u5fc5\u7136\u4f1a\u589e\u52a0\u3002 \u65b0\u4e9a\u6d32\u76f4\u64ad\u4e2d\u5fc3\u3002\u643a\u7a0b\u96c6\u56e2\u6700\u8fd1\u5728\u5176\u66fc\u8c37\u529e\u4e8b\u5904\u63a8\u51fa\u4e86\u65b0\u7684\u4e9a\u6d32\u76f4\u64ad\u4e2d\u5fc3\uff0c\u6807\u5fd7\u7740\u8be5\u516c\u53f8\u5185\u5bb9\u8425\u9500\u7b56\u7565\u7684\u91cd\u5927\u6269\u5c55\u3002\u8be5\u4e2d\u5fc3\u65e8\u5728\u901a\u8fc7\u5236\u4f5c\u6bcf\u65e5\u76f4\u64ad\u5185\u5bb9\u6765\u6539\u53d8\u5408\u4f5c\u4f19\u4f34\u548c\u6d88\u8d39\u8005\u7684\u4e92\u52a8\u65b9\u5f0f\uff0c\u8fd9\u4e9b\u5185\u5bb9\u7a81\u51fa\u4e86\u6cf0\u56fd\u7684\u65c5\u6e38\u4ea7\u54c1\uff0c\u76f4\u63a5\u5411\u6e34\u671b\u65c5\u6e38\u7684\u6e38\u5ba2\u63d0\u4f9b\u65c5\u6e38\u7075\u611f\u548c\u72ec\u5bb6\u4f18\u60e0\u3002\u4e9a\u6d32\u76f4\u64ad\u4e2d\u5fc3\u8fd8\u5c06\u4f5c\u4e3a\u8be5\u96c6\u56e2\u7684\u533a\u57df\u4e2d\u5fc3\uff0c\u4e0e\u6cf0\u56fd\u7684\u9152\u5e97\u3001\u5f53\u5730\u666f\u70b9\u548c\u4f01\u4e1a\u5408\u4f5c\uff0c\u63a8\u51fa\u5404\u79cd\u65c5\u6e38\u4ea7\u54c1\u548c\u4fc3\u9500\u6d3b\u52a8\u3002\u5185\u5bb9\u5c06\u5f3a\u8c03\u9ad8\u8d28\u91cf\u7684\u4ea7\u54c1\uff0c\u5305\u62ecTrip.Best, Trip.com\u63a8\u8350\u6392\u540d\uff0c\u5e2e\u52a9\u5168\u7403\u65c5\u884c\u8005\u9009\u62e9\u76ee\u7684\u5730\u6240\u80fd\u63d0\u4f9b\u7684\u6700\u4f73\u4f53\u9a8c\u3002 \u6269\u5c55\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u3002\u643a\u7a0b\u96c6\u56e2\u6700\u8fd1\u5ba3\u5e03\u4e0e\u745e\u5b89\u822a\u7a7a\u5efa\u7acb\u5408\u4f5c\u5173\u7cfb\uff0c\u4f7f\u516c\u53f8\u80fd\u591f\u5c06\u745e\u5b89\u822a\u7a7a\u7684\u4f4e\u4ef7\u822a\u73ed\u7eb3\u5165\u5176\u52a8\u6001\u4ea7\u54c1\u4f9b\u5e94\u4e2d\u3002\u8fd9\u6b21\u5408\u4f5c\u5bf9\u516c\u53f8\u7684\u5ba2\u6237\u6765\u8bf4\u662f\u4e00\u4e2a\u5de8\u5927\u7684\u4f18\u52bf\uff0c\u4ed6\u4eec\u53ef\u4ee5\u83b7\u5f97\u745e\u5b89\u822a\u7a7a\u7684\u5ec9\u4ef7\u673a\u7968\uff0c\u8d85\u8fc7235\u4e2a\u76ee\u7684\u5730\u7684\u5927\u91cf\u9009\u62e9\uff0c\u4ee5\u53ca\u4f18\u8d28\u7684\u670d\u52a1\u3002\u5728\u672a\u6765\u51e0\u5468\u5185\uff0c\u65c5\u5ba2\u5f88\u5feb\u5c31\u53ef\u4ee5\u901a\u8fc7\u516c\u53f8\u76f4\u63a5\u9884\u8ba2\u745e\u5b89\u822a\u7a7a\u7684\u822a\u73ed\u3002 24\u8d22\u5e74\u4e0a\u534a\u5e74\u5ea6\u4e1a\u7ee9\u300224\u8d22\u5e74\u4e0a\u534a\u5e74\u6536\u5165\u540c\u6bd4\u589e\u957f20.6%\u81f3247\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e3a205\u4ebf\u5143\u4eba\u6c11\u5e01\u300224\u8d22\u5e74\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f10.0%\u81f381.51\u4ebf\u5143\uff0c\u800c23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e3a40.1\u4ebf\u5143\u300224\u8d22\u5e74\u4e0a\u534a\u5e74\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u589e\u81f312.46\u5143\u4eba\u6c11\u5e01\uff0c\u800c23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e3a6.14\u5143\u4eba\u6c11\u5e01\u3002 \u5e02\u573a\u5171\u8bc6 (Source: Bloomberg)&hellip;","_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/51450","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=51450"}],"version-history":[{"count":6,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/51450\/revisions"}],"predecessor-version":[{"id":51523,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/51450\/revisions\/51523"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media\/18710"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media?parent=51450"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/categories?post=51450"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/tags?post=51450"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}