{"id":52820,"date":"2024-10-02T09:13:10","date_gmt":"2024-10-02T01:13:10","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=52820"},"modified":"2024-10-02T11:15:26","modified_gmt":"2024-10-02T03:15:26","slug":"kgi-daily-trading-ideas-02-oct-2024-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-02-oct-2024-zh\/","title":{"rendered":"2024\u5e7410\u67082\u65e5: \u5929\u7136\u7164\u77ff\u96c6\u56e2(GERL SP), \u9999\u6e2f\u4ea4\u6613\u53ca\u7ed3\u7b97\u6240(388 HK), \u4f18\u6b65\u79d1\u6280(UBER 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-52820-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"941\" height=\"425\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-4.png\" alt=\"\" class=\"wp-image-52868\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-4.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-4-300x135.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-4-768x347.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"938\" height=\"240\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-5.png\" alt=\"\" class=\"wp-image-52869\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-5.png 938w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-5-300x77.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-5-768x197.png 768w\" sizes=\"(max-width: 938px) 100vw, 938px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"289\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-6.png\" alt=\"\" class=\"wp-image-52870\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-6.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-6-300x92.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-6-768x236.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-38.png\" alt=\"\" class=\"wp-image-52824\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-38.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-38-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-52820-_qqv3rtx8nazp\"><\/a><a id=\"post-52820-_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\/10\/image-7.png\" alt=\"\" class=\"wp-image-52871\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-7.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-7-300x131.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/image-7-768x336.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\/10\/word-image-39.png\" alt=\"\" class=\"wp-image-52826\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-39.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-39-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-52820-_7c2gwybbbr90\"><\/a><a id=\"post-52820-_9i0c554gtu0u\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-40.png\" class=\"wp-image-52827\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-40.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-40-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u5929\u7136\u7164\u77ff\u96c6\u56e2(GERL SP)\uff1a\u901a\u8fc7\u6218\u7565\u6295\u8d44\u5e94\u5bf9\u6311\u6218<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.27\uff0c\u76ee\u6807\u4ef7\uff1a0.29\uff0c\u6b62\u635f\u4ef7\uff1a0.26<\/strong>   <\/li><li>     \u5929\u7136\u7164\u77ff\u96c6\u56e2\u662f\u4e00\u5bb6\u7efc\u5408\u6027\u7164\u70ad\u5f00\u91c7\u4e13\u4e1a\u516c\u53f8\u3002\u8be5\u516c\u53f8\u62e5\u6709\u5e76\u7ecf\u8425\u7164\u77ff\uff0c\u4e3a\u7b2c\u4e09\u65b9\u77ff\u4e3b\u63d0\u4f9b\u7164\u77ff\u627f\u5305\u670d\u52a1\uff0c\u5e76\u5411\u7164\u70ad\u8d38\u6613\u5546\u548c\u7164\u70ad\u51fa\u53e3\u516c\u53f8\u9500\u552e\u7164\u70ad\u3002   <\/li><li><strong>\u5c3d\u7ba1\u9762\u4e34\u5e02\u573a\u6311\u6218\uff0c\u4f46\u80a1\u606f\u653f\u7b56\u4f9d\u7136\u7a33\u5b9a\u3002<\/strong>\u516c\u53f8\u62a5\u544a\u79f0\uff0c\u4e00\u5b63\u5ea6\u51c0\u5229\u6da6\u540c\u6bd4\u4e0b\u964d14%\uff0c\u81f32420\u4e07\u7f8e\u5143\uff0c\u4e3b\u8981\u539f\u56e0\u662f\u7164\u70ad\u4ef7\u683c\u4e0b\u964d\u3002\u5c3d\u7ba1\u5982\u6b64\uff0c\u516c\u53f8\u4ecd\u5c65\u884c\u4e86\u5bf9\u80a1\u4e1c\u7684\u627f\u8bfa\uff0c\u5ba3\u5e03\u6d3e\u53d1\u6bcf\u80a10.002\u65b0\u5143\u7684\u4e2d\u671f\u80a1\u606f\uff0c\u6d3e\u606f\u7387\u4e3a11.4%\u3002\u4ea7\u91cf\u603b\u8ba1280\u4e07\u5428\uff0c\u4e3b\u8981\u6765\u81eaSDJ\u548cTBR\u7164\u77ff\uff0c\u800cTRA\u7164\u77ff\u8d21\u732e\u4e8630\u4e07\u5428\u3002\u7a33\u5b9a\u7684320\u4e07\u5428\u7164\u70ad\u9500\u552e\u548c\u5f39\u6027\u6210\u672c\u6a21\u578b\u652f\u6301\u4e8623%\u7684\u5065\u5eb7\u73b0\u91d1\u5229\u6da6\u7387\u3002   <\/li><li><strong>\u901a\u8fc7\u57fa\u7840\u8bbe\u65bd\u6295\u8d44\u548c\u591a\u6837\u5316\u52a0\u901f\u589e\u957f\u3002<\/strong>\u6700\u8fd1\uff0c\u516c\u53f8\u4e0e\u4e2d\u4ea4\u7b2c\u4e00\u822a\u52a1\u5de5\u7a0b\u52d8\u5bdf\u8bbe\u8ba1\u9662\u548c\u5317\u65b9\u56fd\u9645\u516c\u53f8\u7b7e\u7f72\u4e86\u4e00\u4efd\u4ef7\u503c1.5\u4ebf\u7f8e\u5143\u7684EPC\u5408\u540c\uff0c\u5728\u5370\u5ea6\u5c3c\u897f\u4e9a\u5357\u82cf\u95e8\u7b54\u814a\u548c\u5360\u7891\u7701\u5f00\u53d1\u4e00\u676192\u516c\u91cc\u7684\u8fd0\u8f93\u516c\u8def\u548c\u7801\u5934\u3002\u8fd9\u4e00\u57fa\u7840\u8bbe\u65bd\u5c06\u628aPT Triaryani (TRA)\u77ff\u7684\u8fd0\u8f93\u80fd\u529b\u63d0\u9ad8\u5230\u6bcf\u5e7440-50\u4e07\u5428\uff0c\u5176\u4e2d2500\u4e07\u5428\u5206\u914d\u7ed9TRA\u3002\u8be5\u9879\u76ee\u7684\u5ef6\u671f\u4ed8\u6b3e\u673a\u5236\u6700\u5927\u9650\u5ea6\u5730\u51cf\u5c11\u4e86\u524d\u671f\u73b0\u91d1\u652f\u51fa\uff0c\u4f7f\u57fa\u7840\u8bbe\u65bd\u80fd\u591f\u5728\u4ed8\u6b3e\u5f00\u59cb\u4e4b\u524d\u4ea7\u751f\u6536\u5165\u3002\u57282026\u5e74\u521d\u5b8c\u6210\u540e\uff0c\u8fd9\u4e00\u5f00\u53d1\u4e0d\u4ec5\u53ef\u4ee5\u5c06\u5e74\u4ea7\u91cf\u6269\u5927\u52302500\u4e07\u5428\uff0c\u800c\u4e14\u8fd8\u53ef\u4ee5\u8282\u7701\u5927\u91cf\u7269\u6d41\u6210\u672c\uff0c\u6bcf\u5e74\u53ef\u80fd\u4ea7\u751f4 -5\u4ebf\u7f8e\u5143\u7684EBITDA\u3002\u8be5\u9879\u76ee\u8fd8\u4f7f\u516c\u53f8\u4f5c\u4e3a\u57fa\u7840\u8bbe\u65bd\u63d0\u4f9b\u5546\u7684\u6536\u5165\u6765\u6e90\u591a\u6837\u5316\u3002   <\/li><li><strong>\u7164\u70ad\u4ef7\u683c\u8d8b\u4e8e\u6b63\u5e38\u5316\u3002<\/strong>\u7531\u4e8e\u76ee\u524d\u4f9b\u9700\u5e73\u8861\uff0c\u9884\u8ba1\u7164\u70ad\u4ef7\u683c\u572824\u8d22\u5e74\u5c06\u4fdd\u6301\u76f8\u5bf9\u7a33\u5b9a\u3002\u56e0\u6b64\uff0c\u516c\u53f8\u63d0\u9ad8\u6536\u5165\u7684\u6f5c\u529b\u5c06\u66f4\u591a\u5730\u4f9d\u8d56\u4e8e\u589e\u52a0\u4ea7\u91cf\uff0c\u800c\u4e0d\u662f\u4ece\u4ef7\u683c\u6ce2\u52a8\u4e2d\u83b7\u76ca\u3002\u8be5\u516c\u53f8\u5df2\u5c06\u5176\u5168\u5e74\u4ea7\u91cf\u9884\u6d4b\u4ece\u6700\u521d\u76841000 \u81f31100\u4e07\u5428\u4e0b\u8c03\u81f3800\u81f3900\u4e07\u5428\uff0c\u5e76\u572824\u5e74\u4e0a\u534a\u5e74\u751f\u4ea7\u4e86280\u4e07\u5428\u30027\u6708\u4efd\u7684\u751f\u4ea7\u6c34\u5e73\u8868\u660e\uff0c\u8be5\u516c\u53f8\u6b63\u5728\u6309\u8ba1\u5212\u5b9e\u73b0\u8fd9\u4e00\u65b0\u76ee\u6807\u3002   <\/li><li><strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u6536\u5165\u540c\u6bd4\u4e0b\u964d29%\u81f31.694\u4ebf\u7f8e\u5143\uff0c\u4e3b\u8981\u539f\u56e0\u662fICI4\u7164\u70ad\u4ef7\u683c\u8f83\u4f4e\uff0c\u5e73\u5747\u6bcf\u542856.13\u7f8e\u5143\uff0c\u800c23\u8d22\u5e74\u540c\u671f\u4e3a70.46\u7f8e\u5143\u3002\u4eca\u5e74\u4e0a\u534a\u5e74\uff0c\u4e0d\u5229\u7684\u5929\u6c14\u6761\u4ef6\u5bf9\u751f\u4ea7\u4ea7\u751f\u4e86\u4e0d\u5229\u5f71\u54cd\u3002\u7136\u800c\uff0c\u6bcf\u5428\u73b0\u91d1\u5229\u6da6\u4fdd\u6301\u572811.94\u7f8e\u5143\u7684\u5f3a\u52b2\u6c34\u5e73\uff0c\u53cd\u6620\u4e86\u5176\u6210\u672c\u6548\u76ca\u6a21\u5f0f\uff0c\u5373\u73b0\u91d1\u6210\u672c\u968f\u7740ICI4\u4ef7\u683c\u7684\u4e0b\u964d\u800c\u4e0b\u964d\u3002\u5730\u571f\u80fd\u6e90\u5ba3\u5e03\u6d3e\u53d1\u6bcf\u80a10.002\u65b0\u5143\u7684\u7b2c\u4e8c\u6b21\u4e2d\u671f\u80a1\u606f\u3002   <\/li><li>\u6211\u4eec\u5bf9\u57fa\u672c\u9762\u7684\u8bc4\u7ea7\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a<strong>0.68\u65b0\u5143<\/strong>\u3002\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb<a href=\"https:\/\/www.kgieworld.sg\/research\/company-update-geo-energy-resources-ltd-gerl-sp-re4-si-3\/\">\u62a5\u544a\u5168\u6587<\/a>\u3002   <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-41.png\" class=\"wp-image-52828\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-41.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-41-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong>          <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1305\" height=\"575\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-6.jpeg\" alt=\"\" class=\"wp-image-52829\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-6.jpeg 1305w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-6-300x132.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-6-1024x451.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-6-768x338.jpeg 768w\" sizes=\"(max-width: 1305px) 100vw, 1305px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-long-line-of-a-white-background-description-aut-1.png\" class=\"wp-image-52830\" 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\/10\/a-long-line-of-a-white-background-description-aut-1.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-long-line-of-a-white-background-description-aut-1-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u51ef\u5fb7\u6295\u8d44 (CLI SP)\uff1a\u53d7\u60e0\u4e8e\u4e2d\u56fd\u7ecf\u6d4e\u523a\u6fc0\u653f\u7b56<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a3.05\uff0c\u76ee\u6807\u4ef7\uff1a3.35\uff0c\u6b62\u635f\u4ef7\uff1a2.90<\/strong>\n  <\/li><li>\n    \u51ef\u5fb7\u6295\u8d44\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u5168\u7403\u623f\u5730\u4ea7\u6295\u8d44\u7ba1\u7406\u516c\u53f8\uff0c\u65e8\u5728\u901a\u8fc7\u5176\u5168\u9762\u7684\u6295\u8d44\u7ba1\u7406\u548c\u8fd0\u8425\u80fd\u529b\u6765\u6269\u5927\u5176\u57fa\u91d1\u7ba1\u7406\u548c\u8d39\u7528\u76f8\u5173\u6536\u76ca\u3002\u8be5\u516c\u53f8\u7684\u7efc\u5408\u53d1\u5c55\u3001\u96f6\u552e\u3001\u529e\u516c\u3001\u4f4f\u5bbf\u548c\u65b0\u7ecf\u6d4e\u8d44\u4ea7\u7ec4\u5408\u7531\u516c\u53f8\u76f4\u63a5\u62e5\u6709\/\u7ba1\u7406\u6216\u901a\u8fc7\u5176\u57fa\u91d1\u7ba1\u7406\u5e73\u53f0\u7ba1\u7406\u3002\n  <\/li><li><strong>\u4e2d\u56fd\u7684\u7ecf\u6d4e\u523a\u6fc0\u8ba1\u5212\u63d0\u9ad8\u4e86\u6295\u8d44\u8005\u4fe1\u5fc3\u3002<\/strong>\u4e2d\u56fd\u6700\u8fd1\u516c\u5e03\u4e86\u8fc4\u4eca\u4e3a\u6b62\u89c4\u6a21\u6700\u5927\u7684\u4e00\u63fd\u5b50\u8ba1\u5212\uff0c\u4ee5\u652f\u6301\u9677\u5165\u56f0\u5883\u7684\u623f\u5730\u4ea7\u5e02\u573a\uff0c\u964d\u4f4e\u4e86\u9ad8\u8fbe5.3\u4e07\u4ebf\u7f8e\u5143\u7684\u62b5\u62bc\u8d37\u6b3e\u501f\u8d37\u6210\u672c\uff0c\u5e76\u5c06\u4e8c\u5957\u623f\u7684\u9996\u4ed8\u8981\u6c42\u4ece25%\u964d\u81f315%\u3002\u4e2d\u56fd\u4eba\u6c11\u94f6\u884c(PBOC)\u5c06\u628a\u73b0\u6709\u8d37\u6b3e\u7684\u62b5\u62bc\u8d37\u6b3e\u5229\u7387\u5e73\u5747\u4e0b\u8c030.5\u4e2a\u767e\u5206\u70b9\uff0c\u65e8\u5728\u7f13\u89e3\u623f\u5730\u4ea7\u5e02\u573a\u5bfc\u81f4\u7684\u7ecf\u6d4e\u653e\u7f13\u3002\u8fd9\u4e9b\u63aa\u65bd\u9884\u8ba1\u5c06\u51cf\u8f7b\u7ea61.5\u4ebf\u4eba\u7684\u62b5\u62bc\u8d37\u6b3e\u8d1f\u62c5\uff0c\u6bcf\u5e74\u51cf\u5c11\u7ea61,500\u4ebf\u5143\u7684\u5229\u606f\u652f\u51fa\u3002\u6b64\u5916\uff0c\u4e2d\u56fd\u4eba\u6c11\u94f6\u884c\u8fd8\u63a8\u51fa\u4e86\u4ef7\u503c8,000\u4ebf\u5143\u4eba\u6c11\u5e01(1,140\u4ebf\u7f8e\u5143)\u7684\u65b0\u878d\u8d44\u5de5\u5177\uff0c\u7528\u4e8e\u8d2d\u4e70\u80a1\u7968\uff0c\u5e76\u627f\u8bfa\u8fdb\u4e00\u6b65\u653e\u677e\u8d27\u5e01\u653f\u7b56\u3002\u8fd9\u4e9b\u63aa\u65bd\u5bfc\u81f4\u4eba\u6c11\u5e01\u8d70\u5f3a\uff0c\u589e\u52a0\u4e86\u6295\u8d44\u8005\u5bf9\u4e2d\u56fd\u7ecf\u6d4e\u7684\u5174\u8da3\u548c\u79ef\u6781\u60c5\u7eea\u3002\u7ecf\u6d4e\u4fe1\u5fc3\u7684\u6539\u5584\u5c06\u6709\u5229\u4e8e\u51ef\u5fb7\u7f6e\u5730\u6295\u8d44\uff0c\u56e0\u4e3a\u8be5\u516c\u53f8\u5728\u4e2d\u56fd\u6295\u8d44\u4e86\u623f\u5730\u4ea7\uff0c\u5e76\u53ef\u80fd\u5bfc\u81f4\u623f\u5730\u4ea7\u4ef7\u503c\u548c\u79df\u91d1\u9700\u6c42\u7684\u4e0a\u5347\uff0c\u4ece\u800c\u63d0\u9ad8\u8be5\u516c\u53f8\u7684\u56de\u62a5\u3002\u968f\u7740\u4e2d\u56fd\u91cd\u65b0\u805a\u7126\u4e8e\u523a\u6fc0\u623f\u5730\u4ea7\u5e02\u573a\u548c\u7ecf\u6d4e\uff0c\u51ef\u5fb7\u6295\u8d44\u5c06\u53d7\u76ca\u4e8e\u6d41\u52a8\u6027\u548c\u6d88\u8d39\u652f\u51fa\u7684\u589e\u52a0\uff0c\u4ece\u800c\u63d0\u5347\u5176\u5728\u8be5\u5730\u533a\u7684\u6295\u8d44\u7ec4\u5408\u4e1a\u7ee9\u3002\u8fd9\u4e9b\u653f\u7b56\u53d8\u5316\u4e5f\u53ef\u80fd\u5438\u5f15\u66f4\u591a\u7684\u5916\u56fd\u6295\u8d44\uff0c\u8fdb\u4e00\u6b65\u7a33\u5b9a\u5e02\u573a\uff0c\u4e3a\u51ef\u5fb7\u8fd9\u6837\u7684\u623f\u5730\u4ea7\u6295\u8d44\u8005\u63d0\u4f9b\u957f\u671f\u589e\u957f\u7684\u673a\u4f1a\u3002\n  <\/li><li><strong>\u6f5c\u5728\u7684\u6536\u8d2d\u3002<\/strong>\u51ef\u5fb7\u6295\u8d44\u6b63\u5c31\u65a5\u8d44\u6570\u4ebf\u6b27\u5143\u4ece\u4e2d\u56fd\u590d\u661f\u56fd\u9645(Fosun International)\u624b\u4e2d\u6536\u8d2d\u6cd5\u56fd\u8c6a\u534e\u5ea6\u5047\u8fde\u9501\u5e97Club Med SAS 20%\u81f330%\u7684\u5c11\u6570\u80a1\u6743\u8fdb\u884c\u6df1\u5165\u8c08\u5224\u3002\u51ef\u5fb7\u96c6\u56e2\u51fa\u4ef7\u9ad8\u4e8e\u5305\u62ec\u79c1\u4eba\u80a1\u672c\u516c\u53f8\u5728\u5185\u7684\u5176\u4ed6\u7ade\u4e89\u5bf9\u624b\uff0c\u6210\u4e3a\u6700\u6709\u53ef\u80fd\u7684\u4e70\u5bb6\uff0c\u4e0d\u8fc7\u6700\u7ec8\u51b3\u5b9a\u5c1a\u672a\u505a\u51fa\u3002\u901a\u8fc7\u590d\u661f\u65c5\u6e38\u96c6\u56e2\u62e5\u6709Club Med\u7684\u590d\u661f\u56fd\u9645\u4e00\u76f4\u5728\u79ef\u6781\u901a\u8fc7\u8d44\u4ea7\u5904\u7f6e\u548c\u51cf\u5c11\u501f\u8d37\u6765\u51cf\u5c11\u503a\u52a1\u3002Club Med\u5728\u5168\u7403\u7ecf\u8425\u774060\u591a\u5bb6\u5168\u5305\u5f0f\u5ea6\u5047\u6751\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>24\u8d22\u5e74\u6536\u5165\u540c\u6bd4\u589e\u957f1%\u81f313.65\u4ebf\u65b0\u5143\uff0c\u800c23\u8d22\u5e74\u4e3a13.45\u4ebf\u65b0\u5143\u3002PATMI\u540c\u6bd4\u4e0b\u964d6%\uff0c\u4ece3.51\u4ebf\u65b0\u5143\u964d\u81f33.31\u4ebf\u65b0\u5143\uff0c\u539f\u56e0\u662f\u623f\u5730\u4ea7\u6295\u8d44\u4e1a\u52a1\u75b2\u8f6f\uff0c\u53d7\u5230\u66f4\u9ad8\u7684\u5229\u606f\u652f\u51fa\u548c\u4e0d\u5229\u7684\u5916\u6c47\u6c47\u7387\u7684\u5f71\u54cd\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\/10\/a-blue-and-white-rectangular-box-with-white-text-1.png\" class=\"wp-image-52831\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-blue-and-white-rectangular-box-with-white-text-1.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-blue-and-white-rectangular-box-with-white-text-1-300x64.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=\"1305\" height=\"575\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-graph-showing-a-number-of-red-and-green-lines-d-1.jpeg\" alt=\"A graph showing a number of red and green lines\n\nDescription automatically generated with medium confidence\" class=\"wp-image-52832\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-graph-showing-a-number-of-red-and-green-lines-d-1.jpeg 1305w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-graph-showing-a-number-of-red-and-green-lines-d-1-300x132.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-graph-showing-a-number-of-red-and-green-lines-d-1-1024x451.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-graph-showing-a-number-of-red-and-green-lines-d-1-768x338.jpeg 768w\" sizes=\"(max-width: 1305px) 100vw, 1305px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong> <\/strong><\/h3>\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\/10\/word-image-42.png\" class=\"wp-image-52833\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-42.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-42-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-52820-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-43.png\" class=\"wp-image-52834\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-43.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-43-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-52820-_34eo5yf8y7pj\"><\/a><strong>\u9999\u6e2f\u4ea4\u6613\u53ca\u7ed3\u7b97\u6240(388 HK)\uff1a\u5feb\u901f\u800c\u6fc0\u70c8\u7684\u725b\u5e02\u884c\u60c5<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a322\uff0c\u76ee\u6807\u4ef7\uff1a362\uff0c\u6b62\u635f\u4ef7\uff1a302<\/strong>\n  <\/li><li>\n    \u9999\u6e2f\u4ea4\u6613\u53ca\u7ed3\u7b97\u6240\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u80a1\u7968\u4ea4\u6613\u6240\u7ecf\u8425\u7684\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u4e94\u4e2a\u4e1a\u52a1\u90e8\u95e8\u3002\u73b0\u8d27\u90e8\u95e8\u5305\u62ec\u73b0\u8d27\u5e02\u573a\u4ea4\u6613\u5e73\u53f0\u3001\u4e0a\u6d77\u8bc1\u5238\u4ea4\u6613\u6240\u548c\u6df1\u5733\u8bc1\u5238\u4ea4\u6613\u6240\u4e70\u5356\u7684\u80a1\u672c\u8bc1\u5238\u4ea7\u54c1\u3002\u80a1\u672c\u8bc1\u5238\u53ca\u91d1\u878d\u884d\u751f\u4ea7\u54c1\u90e8\u95e8\u5305\u62ec\u5728\u9999\u6e2f\u671f\u4ea4\u6240\u548c\u9999\u6e2f\u8054\u4ea4\u6240\u4e70\u5356\u7684\u884d\u751f\u4ea7\u54c1\u3002\u5546\u54c1\u90e8\u95e8\u5305\u62ec\u5728\u4f26\u6566\u91d1\u5c5e\u4ea4\u6613\u6240\uff08LME\uff09\u7684\u4e1a\u52a1\u3002\u7ed3\u7b97\u90e8\u95e8\u5305\u62ec\u5728\u9999\u6e2f\u4e2d\u592e\u7ed3\u7b97\u6709\u9650\u516c\u53f8\u3001\u8054\u4ea4\u6240\u671f\u6743\u7ed3\u7b97\u6240\u3001\u671f\u8d27\u7ed3\u7b97\u516c\u53f8\u3001\u573a\u5916\u7ed3\u7b97\u516c\u53f8\u53caLME Clear Limited\u7684\u4e1a\u52a1\u3002\u5e73\u53f0\u53ca\u57fa\u7840\u8bbe\u65bd\u90e8\u95e8\u63d0\u4f9b\u5e73\u53f0\u53ca\u8be5\u516c\u53f8\u7684\u57fa\u7840\u8bbe\u65bd\u4f7f\u7528\u3002\n  <\/li><li><strong>\u4e3a\u4e2d\u56fd\u7ecf\u6d4e\u548c\u80a1\u5e02\u6253\u5f3a\u5fc3\u9488\u3002<\/strong>\u5728\u9ec4\u91d1\u5468(\u4e2d\u56fd\u7684\u6cd5\u5b9a\u5047\u65e5)\u4e4b\u524d\uff0c\u4e2d\u592e\u653f\u5e9c\u5ba3\u5e03\u4e86\u4e00\u7cfb\u5217\u8d85\u51fa\u5e02\u573a\u9884\u671f\u7684\u8d27\u5e01\u548c\u8d22\u653f\u523a\u6fc0\u63aa\u65bd\u3002\u964d\u4f4e\u57fa\u51c6\u5229\u7387\u548c\u5b58\u6b3e\u51c6\u5907\u91d1\u7387\u3001\u653e\u5bbd\u623f\u5730\u4ea7\u9650\u8d2d\u3001\u542f\u52a8\u653f\u5e9c\u503a\u5238\u80a1\u6743\u8d28\u62bc\u662f\u51e0\u9879\u4e3b\u8981\u7684\u79ef\u6781\u63aa\u65bd\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u5f53\u5c40\u8fd8\u6697\u793a\u5c06\u6709\u66f4\u591a\u7684\u523a\u6fc0\u63aa\u65bd\u3002\u4e2d\u56fd\u5185\u5730\u548c\u9999\u6e2f\u80a1\u5e02\u7684\u53cd\u5e94\u79ef\u6781\u800c\u8fc5\u901f\u30029\u670827\u65e5\uff0c\u6e2f\u4ea4\u6240\u5355\u65e5\u6210\u4ea4\u989d\u518d\u521b\u65b0\u9ad8\uff0c\u8d85\u8fc74000\u4ebf\u6e2f\u5143\u3002\u4e24\u4e2a\u5e02\u573a\u90fd\u5728\u62c5\u5fc3\u9519\u5931\u826f\u673a\u3002\n  <\/li><li><strong>\u7a81\u7834\u5173\u952e\u5fc3\u7406\u6c34\u5e73\u3002<\/strong>\u6052\u751f\u6307\u6570\u8fd1\u671f\u53cd\u5f39\uff0c\u76ee\u524d\u5904\u4e8e2\u4e07\u70b9\u4e0a\u65b9\u768452\u5468\u9ad8\u70b9\uff0c\u8fd9\u5fc5\u7136\u4f1a\u6539\u5584\u6295\u8d44\u8005\u60c5\u7eea\uff0c\u8fdb\u4e00\u6b65\u63a8\u52a8\u9999\u6e2f\u80a1\u5e02\u7684\u8d44\u91d1\u6d41\u52a8\u3002\u6e2f\u4ea4\u6240\u5b8c\u5168\u6709\u80fd\u529b\u4ece\u80a1\u5e02\u6d41\u52a8\u6027\u548c\u6210\u4ea4\u91cf\u7684\u589e\u52a0\u4e2d\u83b7\u76ca\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9999\u6e2f\u4ea4\u6613\u6240\u80a1\u4ef7\u4e0e\u6052\u751f\u6307\u6570\u76f8\u5173\u6027<\/strong>\n  <img loading=\"lazy\" decoding=\"async\" width=\"1185\" height=\"535\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-screen-shot-of-a-graph-description-automaticall-1.png\" class=\"wp-image-52835\" alt=\"A screen shot of a graph\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-screen-shot-of-a-graph-description-automaticall-1.png 1185w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-screen-shot-of-a-graph-description-automaticall-1-300x135.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-screen-shot-of-a-graph-description-automaticall-1-1024x462.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-screen-shot-of-a-graph-description-automaticall-1-768x347.png 768w\" sizes=\"(max-width: 1185px) 100vw, 1185px\" \/>\n<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4ece\u4e0d\u65ad\u589e\u52a0\u7684\u9996\u6b21\u516c\u5f00\u52df\u80a1\u6d3b\u52a8\u4e2d\u83b7\u76ca\u3002<\/strong>\u9999\u6e2fIPO\u5e02\u573a\u84c4\u52bf\u5f85\u53d1\uff0c\u79ef\u6781\u7684\u4fe1\u53f7\u8868\u660e\uff0c\u66f4\u591a\u7684\u5927\u578b\u4ea4\u6613\u5373\u5c06\u5230\u6765\u3002\u6e2f\u4ea4\u6240\u884c\u653f\u603b\u88c1\u9648\u542f\u601d\u8868\u793a\uff0c\u5e02\u573a\u9884\u671fIPO\u6d3b\u52a8\u5c06\u589e\u52a0\uff0c\u5e76\u4fdd\u6301\u589e\u957f\u52bf\u5934\u3002\u7f8e\u7684\u6700\u8fd1\u5728\u6e2f\u4ea4\u6240\u7684\u9996\u6b21\u516c\u5f00\u52df\u80a1\u7b79\u96c6\u4e86310.1\u4ebf\u6e2f\u5143\uff0c\u6210\u4e3a\u9999\u6e2f\u4e09\u5e74\u591a\u6765\u89c4\u6a21\u6700\u5927\u7684IPO\u3002\u4eca\u5e74\u5230\u76ee\u524d\u4e3a\u6b62\uff0c\u9999\u6e2f\u5df2\u901a\u8fc745\u6b21IPO\u7b79\u96c6\u4e86\u7ea6510\u4ebf\u6e2f\u5143\uff0c\u9884\u8ba1\u5230\u5e74\u5e95\u524d\u5c06\u7ee7\u7eed\u4fdd\u6301\u5f3a\u52b2\u52bf\u5934\u3002\u9664\u4e86IPO\uff0c\u9999\u6e2f\u7684\u4e8c\u7ea7\u878d\u8d44\u5e02\u573a\u4e5f\u8d8a\u6765\u8d8a\u53d7\u6b22\u8fce\uff0c\u8fc4\u4eca\u4e3a\u6b62\uff0c\u901a\u8fc7\u540e\u7eed\u53d1\u884c\u7b79\u96c6\u7684\u8d44\u91d1\u8d85\u8fc7200\u4ebf\u7f8e\u5143\u3002IPO\u548c\u878d\u8d44\u6d3b\u52a8\u7684\u6fc0\u589e\u5c06l\u60e0\u53ca\u6e2f\u4ea4\u6240\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u3002<\/strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u8425\u6536\u540c\u6bd4\u5c0f\u5e45\u589e\u957f0.4%\uff0c\u81f3106\u4ebf\u6e2f\u5143\uff0c\u800c23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e3a108\u4ebf\u6e2f\u5143\u3002\u51c0\u5229\u6da6\u753123\u8d22\u5e74\u5e74\u4e0a\u534a\u5e74\u768463.1\u4ebf\u6e2f\u5143\u4e0b\u964d\u81f324\u8d22\u5e74\u4e0a\u534a\u5e74\u768461.2\u4ebf\u6e2f\u5143\uff0c\u540c\u6bd4\u4e0b\u964d3.0%\u300224\u8d22\u5e74\u4e0a\u534a\u5e74\u6bcf\u80a1\u57fa\u672c\u53ca\u644a\u8584\u6536\u76ca\u4e3a4.84\u6e2f\u5143\uff0c\u800c23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e3a4.99\u6e2f\u5143\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-44.png\" class=\"wp-image-52836\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-44.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-44-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1305\" height=\"575\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-7.jpeg\" alt=\"\" class=\"wp-image-52837\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-7.jpeg 1305w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-7-300x132.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-7-1024x451.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-7-768x338.jpeg 768w\" sizes=\"(max-width: 1305px) 100vw, 1305px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center 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\/10\/word-image-45.png\" class=\"wp-image-52838\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-45.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-45-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u4e2d\u4fe1\u5efa\u6295\u8bc1\u5238(6066 HK)\uff1a\u590d\u82cf\u7ecf\u6d4e<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a8.30\uff0c\u76ee\u6807\u4ef7\uff1a9.70\uff0c\u6b62\u635f\u4ef7\uff1a7.50<\/strong>\n  <\/li><li>\n    \u4e2d\u4fe1\u5efa\u6295\u8bc1\u5238\u80a1\u4efd\u6709\u9650\u516c\u53f8\u4e3b\u8981\u4ece\u4e8b\u8bc1\u5238\u7ecf\u7eaa\uff0c\u8bc1\u5238\u6295\u8d44\u54a8\u8be2\uff0c\u4e0e\u8bc1\u5238\u4ea4\u6613\u3001\u8bc1\u5238\u6295\u8d44\u6d3b\u52a8\u6709\u5173\u7684\u8d22\u52a1\u987e\u95ee\uff0c\u8bc1\u5238\u627f\u9500\u4e0e\u4fdd\u8350\uff0c\u8bc1\u5238\u81ea\u8425\uff0c\u8bc1\u5238\u8d44\u4ea7\u7ba1\u7406\uff0c\u8bc1\u5238\u6295\u8d44\u57fa\u91d1\u4ee3\u9500\uff0c\u4e3a\u671f\u8d27\u516c\u53f8\u63d0\u4f9b\u4e2d\u95f4\u4ecb\u7ecd\u670d\u52a1\uff0c\u878d\u8d44\u878d\u5238\uff0c\u4ee3\u9500\u91d1\u878d\u4ea7\u54c1\uff0c\u4fdd\u9669\u517c\u4e1a\u4ee3\u7406\uff0c\u80a1\u7968\u671f\u6743\u505a\u5e02\uff0c\u8bc1\u5238\u6295\u8d44\u57fa\u91d1\u6258\u7ba1\u548c\u8d35\u91d1\u5c5e\u5236\u54c1\u9500\u552e\u7b49\u4e1a\u52a1\u3002\n  <\/li><li><strong>\u51fa\u53f0\u523a\u6fc0\u63aa\u65bd\u63d0\u632f\u7ecf\u6d4e\u3002<\/strong>\u4e2d\u56fd\u5df2\u5ba3\u5e03\u4e86\u4e00\u7cfb\u5217\u65e8\u5728\u523a\u6fc0\u7ecf\u6d4e\u589e\u957f\u7684\u964d\u606f\u63aa\u65bd\uff0c\u5e76\u627f\u8bfa\u540c\u65f6\u4fc3\u8fdb\u6d88\u8d39\u548c\u6295\u8d44\u3002\u4f5c\u4e3a\u8fd9\u4e9b\u52aa\u529b\u7684\u4e00\u90e8\u5206\uff0c\u4e2d\u56fd\u4eba\u6c11\u94f6\u884c\u5c06\u73b0\u6709\u62b5\u62bc\u8d37\u6b3e\u5229\u7387\u4e0b\u8c03\u4e860.5\u4e2a\u767e\u5206\u70b9\uff0c\u5e76\u964d\u4f4e\u4e86\u94f6\u884c\u5b58\u6b3e\u51c6\u5907\u91d1\u7387\uff0c\u4ece\u800c\u589e\u52a0\u4e86\u8d37\u6b3e\u3002\u523a\u6fc0\u65b9\u6848\u8fd8\u5305\u62ec\u653e\u5bbd\u5bf9\u80a1\u7968\u5e02\u573a\u6295\u8d44\u7684\u8d37\u6b3e\u9650\u5236\uff0c\u5e76\u5c06\u4e8c\u5957\u623f\u6700\u4f4e\u9996\u4ed8\u6bd4\u4f8b\u4ece25%\u964d\u81f315%\u3002\u8fd9\u4e9b\u4e3e\u63aa\u662f\u4e2d\u56fd\u8fd1\u5e74\u6765\u4e3a\u91cd\u632f\u4f4e\u8ff7\u7684\u7ecf\u6d4e\u800c\u91c7\u53d6\u7684\u4e00\u4e9b\u6700\u91cd\u8981\u7684\u7ecf\u6d4e\u63aa\u65bd\u3002\n  <\/li><li><strong>\u66f4\u591a\u6d41\u52a8\u6027\u6ce8\u5165\u80a1\u5e02\u3002<\/strong>\u4e2d\u56fd\u8fd8\u5ba3\u5e03\u964d\u4f4e\u5b58\u6b3e\u51c6\u5907\u91d1\u7387\uff0c\u8fd9\u51b3\u5b9a\u4e86\u94f6\u884c\u5fc5\u987b\u6301\u6709\u7684\u73b0\u91d1\u50a8\u5907\u6570\u91cf\u3002\u6b64\u4e3e\u9884\u8ba1\u5c06\u5411\u91d1\u878d\u5e02\u573a\u6ce8\u5165\u7ea61\u4e07\u4ebf\u5143\u7684\u201c\u957f\u671f\u6d41\u52a8\u6027\u201d\u3002\u6b64\u5916\uff0c\u653f\u5e9c\u8fd8\u5c06\u63a8\u51fa\u201c\u4e92\u6362\u8ba1\u5212\u201d\uff0c\u5141\u8bb8\u4f01\u4e1a\u76f4\u63a5\u4ece\u592e\u884c\u83b7\u5f97\u6d41\u52a8\u6027\u3002\u8be5\u8ba1\u5212\u7684\u521d\u59cb\u89c4\u6a21\u4e3a\u4eba\u6c11\u5e015000\u4ebf\u5143\uff0c\u672a\u6765\u53ef\u80fd\u4f1a\u6269\u5927\uff0c\u9884\u8ba1\u5c06\u5927\u5927\u6539\u5584\u4f01\u4e1a\u8d2d\u4e70\u80a1\u7968\u7684\u8d44\u91d1\u6e20\u9053\u3002\u5e02\u573a\u6d41\u52a8\u6027\u7684\u9884\u671f\u589e\u52a0\u53ef\u80fd\u4f1a\u63d0\u632f\u6295\u8d44\u8005\u60c5\u7eea\uff0c\u4ee4\u4e2d\u4fe1\u5efa\u6295\u8bc1\u5238\u7b49\u516c\u53f8\u53d7\u76ca\u3002\n  <\/li><li><strong>\u53d7\u76ca\u4e8e\u8f83\u4f4e\u7684\u5229\u7387\u3002<\/strong>\u9999\u6e2f\u6700\u8fd1\u6548\u4eff\u7f8e\u8054\u50a8\u7684\u505a\u6cd5\uff0c\u5c06\u5229\u7387\u4e0b\u8c0350\u4e2a\u57fa\u70b9\u81f35.25%\u3002\u6b64\u6b21\u964d\u606f\u9884\u671f\u5c06\u63d0\u632f\u5546\u4e1a\u4fe1\u5fc3\uff0c\u523a\u6fc0\u9999\u6e2f\u6d88\u8d39\u3002\u8f83\u4f4e\u7684\u5229\u7387\u8fd8\u53ef\u80fd\u9f13\u52b1\u8d44\u91d1\u4ece\u5b89\u5168\u8d44\u4ea7\u8f6c\u5411\u80a1\u5e02\uff0c\u4ece\u800c\u63d0\u9ad8\u5e02\u573a\u6d41\u52a8\u6027\u548c\u4ea4\u6613\u91cf\u3002\u6052\u751f\u6307\u6570\u8fd1\u671f\u53cd\u5f39\uff0c\u76ee\u524d\u5904\u4e8e20,000\u70b9\u9644\u8fd1\u768452\u5468\u9ad8\u70b9\uff0c\u8fd9\u5fc5\u7136\u4f1a\u6539\u5584\u6295\u8d44\u8005\u60c5\u7eea\uff0c\u8fdb\u4e00\u6b65\u63a8\u52a8\u9999\u6e2f\u80a1\u5e02\u7684\u8d44\u91d1\u6d41\u52a8\u3002\u4e2d\u4fe1\u5efa\u6295\u8bc1\u5df2\u505a\u597d\u51c6\u5907\uff0c\u5c06\u4ece\u80a1\u7968\u5e02\u573a\u6d41\u52a8\u6027\u548c\u6210\u4ea4\u91cf\u7684\u589e\u52a0\u4e2d\u83b7\u76ca\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u3002<\/strong>\u603b\u6536\u5165\u540c\u6bd4\u4e0b\u964d20.5%\uff0c\u81f3148\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c\u53bb\u5e74\u540c\u671f\u4e3a187\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u4e0b\u964d33.6%\u81f328.6\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c2023\u5e74\u4e0a\u534a\u5e74\u4e3a43.2\u4ebf\u5143\u4eba\u6c11\u5e01\u300224\u5e74\u4e0a\u534a\u5e74\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4e3a0.30\u5143\uff0c23\u5e74\u540c\u671f\u4e3a0.49\u5143\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-46.png\" class=\"wp-image-52839\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-46.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-46-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1305\" height=\"575\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-8.jpeg\" alt=\"\" class=\"wp-image-52840\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-8.jpeg 1305w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-8-300x132.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-8-1024x451.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-8-768x338.jpeg 768w\" sizes=\"(max-width: 1305px) 100vw, 1305px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center 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\/10\/word-image-47.png\" alt=\"\" class=\"wp-image-52841\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-47.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-47-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-52820-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-48.png\" class=\"wp-image-52842\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-48.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-48-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-48-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><br><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u4f18\u6b65\u79d1\u6280(UBER US)\uff1a\u63a8\u51fa\u81ea\u52a8\u9a7e\u9a76\u51fa\u79df\u8f66<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a75\uff0c\u76ee\u6807\u4ef7\uff1a83\uff0c\u6b62\u635f\u4ef7\uff1a71<\/strong>\n  <\/li><li>\n    \u4f18\u6b65\u79d1\u6280\u63d0\u4f9b\u53eb\u8f66\u670d\u52a1\u3002\u8be5\u516c\u53f8\u5f00\u53d1\u9053\u8def\u4ea4\u901a\u3001\u5bfc\u822a\u3001\u62fc\u8f66\u548c\u652f\u4ed8\u5904\u7406\u89e3\u51b3\u65b9\u6848\u7684\u5e94\u7528\u7a0b\u5e8f\u3002\u516c\u53f8\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002\n  <\/li><li><strong>\u79ef\u6781\u63a8\u8fdb\u673a\u5668\u4eba\u8ba1\u7a0b\u8f66\u4e1a\u52a1\u3002<\/strong>\u4f18\u6b65\u79d1\u6280\u6700\u8fd1\u5728\u65e0\u4eba\u9a7e\u9a76\u548c\u673a\u5668\u4eba\u8ba1\u7a0b\u8f66\u9886\u57df\u52a8\u4f5c\u9891\u9891\uff0c\u6700\u8fd1\u5ba3\u5e03\u548c\u6587\u8fdc\u77e5\u884c (WeRide) \u5ba3\u5e03\u5efa\u7acb\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\uff0c\u5c06\u8fd9\u5bb6\u4e2d\u56fd\u81ea\u9a7e\u6280\u672f\u516c\u53f8\u7684\u8f66\u8f86\u5f15\u5165\u5171\u4eab\u5e73\u53f0\uff0c\u9996\u5148\u4ece\u963f\u62c9\u4f2f\u8054\u5408\u5927\u516c\u56fd\u5f00\u59cb\u3002\u53e6\u5916\u516c\u53f8\u6269\u5927\u4e0eWaymo\u5408\u4f5c\uff0c\u5c06\u673a\u5668\u4eba\u8ba1\u7a0b\u8f66\u5bfc\u5165\u7f8e\u56fd\u5965\u65af\u6c40\u548c\u4e9a\u7279\u5170\u5927\u3002\u516c\u53f8\u8fd8\u4e0e\u901a\u7528\u6c7d\u8f66\u7684\u673a\u5668\u4eba\u8ba1\u7a0b\u8f66\u90e8\u95e8Cruise\u5408\u4f5c\uff0c\u540e\u8005\u5c06\u4ece\u660e\u5e74\u5f00\u59cb\u5728\u8be5\u5e73\u53f0\u4e0a\u63d0\u4f9b\u81ea\u52a8\u9a7e\u9a76\u6c7d\u8f66\u3002\n  <\/li><li><strong>\u8d44\u91d1\u8f6e\u52a8\u81f3\u5468\u671f\u53ca\u589e\u957f\u677f\u5757\u3002<\/strong>\u8fdb\u5165\u7b2c\u56db\u5b63\u5ea6\uff0c\u673a\u6784\u7684\u8d44\u4ea7\u7ec4\u5408\u5c06\u8fdb\u884c\u8c03\u6574\uff0c\u5e02\u573a\u4ecd\u7ef4\u6301\u9884\u671f\u7f8e\u8054\u50a8\u672a\u6765\u4e00\u5e74\u964d\u606f200\u4e2a\u57fa\u70b9\uff0c\u5bbd\u677e\u8d27\u5e01\u653f\u7b56\u6301\u7eed\u5229\u597d\u5e73\u53f0\u578b\u4e2a\u80a1\u83b7\u5f97\u8d44\u91d1\u6d41\u5165\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u7b2c\u4e8c\u5b63\u4e1a\u7ee9\u8d85\u51fa\u9884\u671f\u3002<\/strong>\u8425\u6536\u5e74\u589e15.9%\u81f3107\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f1.2\u4ebf\u7f8e\u5143\u3002 GAAP \u6bcf\u80a1\u6536\u76ca\u4e3a 0.47 \u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f 0.16 \u7f8e\u5143\u3002\u8be5\u516c\u53f8\u7b2c\u4e09\u5b63\u603b\u9884\u8ba2\u91cf\u6307\u5f15\u4e3a402.5\u4ebf\u7f8e\u5143\u81f3417.5\u4ebf\u7f8e\u5143\uff08\u4ee5\u56fa\u5b9a\u6c47\u7387\u8ba1\u7b97\uff0c\u5e74\u589e\u7387\u4e3a18%\u81f323%\uff09\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\/10\/word-image-49.png\" alt=\"\" class=\"wp-image-52843\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-49.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-49-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1305\" height=\"575\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-9.jpeg\" alt=\"\" class=\"wp-image-52844\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-9.jpeg 1305w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-9-300x132.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-9-1024x451.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-9-768x338.jpeg 768w\" sizes=\"(max-width: 1305px) 100vw, 1305px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center 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\/10\/a-long-line-of-a-flag-description-automatically-g-1.png\" class=\"wp-image-52845\" alt=\"A long line of a flag\n\nDescription automatically generated with medium confidence\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-long-line-of-a-flag-description-automatically-g-1.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-long-line-of-a-flag-description-automatically-g-1-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-long-line-of-a-flag-description-automatically-g-1-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><strong> <\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u7279\u65af\u62c9(TSLA US)\uff1a\u673a\u5668\u9a7e\u9a76\u6574\u5408<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a255\uff0c\u76ee\u6807\u4ef7\uff1a280\uff0c\u6b62\u635f\u4ef7\uff1a242<\/strong>\n  <\/li><li>\n    \u7279\u65af\u62c9\u516c\u53f8\u662f\u4e00\u5bb6\u8de8\u56fd\u6c7d\u8f66\u548c\u6e05\u6d01\u80fd\u6e90\u516c\u53f8\u3002\u8be5\u516c\u53f8\u8bbe\u8ba1\u548c\u5236\u9020\u7535\u52a8\u6c7d\u8f66\uff0c\u4ece\u5bb6\u5ead\u5230\u7535\u7f51\u89c4\u6a21\u7684\u7535\u6c60\u50a8\u80fd\uff0c\u592a\u9633\u80fd\u7535\u6c60\u677f\u548c\u592a\u9633\u80fd\u5c4b\u9876\u74e6\u4ee5\u53ca\u76f8\u5173\u4ea7\u54c1\u548c\u670d\u52a1\u3002\u7279\u65af\u62c9\u62e5\u6709\u81ea\u5df1\u7684\u9500\u552e\u548c\u670d\u52a1\u7f51\u7edc\uff0c\u5e76\u5411\u5176\u4ed6\u6c7d\u8f66\u5236\u9020\u5546\u9500\u552e\u7535\u52a8\u4f20\u52a8\u7cfb\u7edf\u90e8\u4ef6\u3002\n  <\/li><li><strong>\u5bf9\u7b2c\u4e09\u5b63\u5ea6\u4ea4\u4ed8\u9ad8\u9810\u671f\u3002<\/strong>10\u67082\u65e5\uff0c\u7279\u65af\u62c9\u9884\u8ba1\u5c06\u516c\u5e03\u7b2c\u4e09\u5b63\u5ea6\u7684\u4ea4\u4ed8\u6570\u636e\u3002\u9884\u8ba1\u8be5\u516c\u53f8\u7b2c\u4e09\u5b63\u5ea6\u5728\u534e\u4e1a\u52a1\u5c06\u8868\u73b0\u5f3a\u52b2\uff0c\u6709\u53ef\u80fd\u6210\u4e3a\u8be5\u516c\u53f8\u5728\u534e\u4e1a\u7ee9\u6700\u597d\u7684\u4e00\u4e2a\u5b63\u5ea6\uff0c\u8fd9\u4fc3\u4f7f\u5206\u6790\u5e08\u4e0a\u8c03\u4e86\u5bf9\u8fd9\u5bb6\u7535\u52a8\u6c7d\u8f66\u5236\u9020\u5546\u7684\u4ea4\u4ed8\u9884\u671f\u3002\u534e\u5c14\u8857\u76ee\u524d\u9884\u8ba1\uff0c\u7279\u65af\u62c9\u7b2c\u4e09\u5b63\u5ea6\u5c06\u4ea4\u4ed8\u7ea646.2\u4e07\u81f348\u4e07\u8f86\u6c7d\u8f66\uff0c\u5e73\u5747\u9884\u671f\u4e3a46.2\u4e07\u8f86\u3002\u4e2d\u56fd\u9500\u91cf\u6fc0\u589e\u6b63\u503c\u5173\u952e\u65f6\u523b\uff0c\u6709\u52a9\u4e8e\u62b5\u6d88\u7f8e\u6b27\u9700\u6c42\u75b2\u8f6f\u7684\u5f71\u54cd\u3002\u867d\u7136\u7279\u65af\u62c9\u7684\u6838\u5fc3\u4e1a\u52a1\u9762\u4e34\u7740\u7ade\u4e89\u538b\u529b\u548c\u9ad8\u6602\u7684\u501f\u8d37\u6210\u672c\uff0c\u4f46\u6700\u8fd1\u7684\u964d\u606f\u548c\u653f\u5e9c\u7684\u523a\u6fc0\u652f\u6301\u5c06\u6709\u52a9\u4e8e\u52a0\u5f3a\u5bf9\u6c7d\u8f66\u7b49\u5927\u4ef6\u5546\u54c1\u7684\u9700\u6c42\uff0c\u8fd9\u5c06\u8fdb\u4e00\u6b65\u63d0\u9ad8\u9500\u91cf\u3002\u6b64\u5916\uff0c\u7279\u65af\u62c9\u5c06\u5728\u5373\u5c06\u5230\u6765\u7684\u201c\u673a\u5668\u4eba\u51fa\u79df\u8f66\u65e5\u201d\u6d3b\u52a8\u4e0a\u516c\u5e03\u5176\u81ea\u52a8\u9a7e\u9a76\u6280\u672f\uff0c\u8fd9\u53ef\u80fd\u4f1a\u8fdb\u4e00\u6b65\u63d0\u632f\u6295\u8d44\u8005\u7684\u4fe1\u5fc3\u3002\n  <\/li><li><strong>\u201c\u6211\u4eec\uff0c\u673a\u5668\u4eba\u201d\u673a\u5668\u4eba\u51fa\u79df\u8f66\u6d3b\u52a8\u3002<\/strong>\u7279\u65af\u62c9\u673a\u5668\u4eba\u51fa\u79df\u8f66\u53d1\u5e03\u6d3b\u52a8\u7684\u9080\u8bf7\u51fd\u5df2\u7ecf\u53d1\u51fa\uff0c\u5c06\u4e8e\u4eca\u5e7410\u670810\u65e5\u4e3e\u884c\u3002\u968f\u7740\u5168\u81ea\u52a8\u9a7e\u9a76(FSD) 13\u7684\u63a8\u51fa\uff0c\u4eba\u4eec\u5bf9\u673a\u5668\u4eba\u51fa\u79df\u8f66(Robotaxi)\u5c06\u5b9e\u73b0\u5b8c\u5168\u81ea\u52a8\u9a7e\u9a76\u7684\u9884\u671f\u4e5f\u6709\u6240\u4e0a\u5347\u3002FSD 13\u662f\u76ee\u524d\u6709\u76d1\u7763\u7684\u81ea\u52a8\u9a7e\u9a76\u5957\u4ef6\u7684\u6539\u8fdb\u7248\u672c\u3002FSD 13\u7248\u672c\u9884\u8ba1\u5c06\u5f15\u5165\u81ea\u52a8\u5012\u8f66\uff0c\u5e76\u51cf\u5c11\u5728FSD\u4e0a\u884c\u9a76\u7684\u6bcf\u82f1\u91cc\u5e72\u9884\u6b21\u6570\u3002\u6b64\u5916\uff0c\u7279\u65af\u62c9\u9996\u5e2d\u6267\u884c\u5b98\u57c3\u9686\u00b7\u9a6c\u65af\u514b\u66fe\u5728\u793e\u4ea4\u5a92\u4f53\u4e0a\u5ba3\u5e03\uff0c\u4e00\u65e6\u65e0\u4eba\u76d1\u7763\u7684\u5168\u81ea\u52a8\u9a7e\u9a76\u673a\u5668\u4eba\u51fa\u79df\u8f66\u670d\u52a1\u5f00\u59cb\u8fd0\u8425\uff0c\u5c31\u4e0d\u518d\u9700\u8981\u516c\u4ea4\u8f66\u4e86\uff0c\u5b83\u7684\u4ef7\u683c\u5c06\u4e0e\u516c\u4ea4\u7968\u4ef7\u76f8\u4f3c\u3002\u6b64\u5916\uff0c\u4ed6\u8fd8\u63d0\u5230\uff0c\u673a\u5668\u4eba\u51fa\u79df\u8f66\u7684\u529f\u80fd\u5c06\u7c7b\u4f3c\u4e8e\u7231\u5f7c\u8fce\u548c\u4f18\u6b65\u7684\u7ed3\u5408\uff0c\u7279\u65af\u62c9\u5c06\u62e5\u6709\u8f66\u961f\u7684\u4e00\u90e8\u5206\uff0c\u4ee5\u53ca\u7279\u65af\u62c9\u7684\u4e2a\u4eba\u5ba2\u6237\uff0c\u4ee5\u83b7\u5f97\u989d\u5916\u6536\u5165\uff0c\u5e76\u53ef\u4ee5\u901a\u8fc7\u79fb\u52a8\u5e94\u7528\u7a0b\u5e8f\u8c03\u7528\u3002\u8fd9\u9879\u4f7f\u7528FSD\u6280\u672f\u5f00\u53d1\u5b8c\u5168\u81ea\u52a8\u9a7e\u9a76\u6c7d\u8f66\u7684\u5021\u8bae\u5c06\u4f7f\u5176\u5728AI\u7ade\u8d5b\u4e2d\u9886\u5148\u4e8e\u7535\u52a8\u6c7d\u8f66\u7ade\u4e89\u5bf9\u624b\u3002\n  <\/li><li><strong>24\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u6536\u5165\u540c\u6bd4\u589e\u957f2.3%\u81f3255\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f7.6\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.52\u7f8e\u5143\uff0c\u4f4e\u4e8e\u9884\u671f0.10\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\/10\/a-blue-and-white-rectangular-object-with-numbers-1.png\" alt=\"A blue and white rectangular object with numbers\n\nDescription automatically generated\" class=\"wp-image-52846\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-blue-and-white-rectangular-object-with-numbers-1.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-blue-and-white-rectangular-object-with-numbers-1-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1305\" height=\"575\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-graph-on-a-screen-description-automatically-gen-1.jpeg\" alt=\"A graph on a screen\n\nDescription automatically generated\" class=\"wp-image-52847\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-graph-on-a-screen-description-automatically-gen-1.jpeg 1305w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-graph-on-a-screen-description-automatically-gen-1-300x132.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-graph-on-a-screen-description-automatically-gen-1-1024x451.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/a-graph-on-a-screen-description-automatically-gen-1-768x338.jpeg 768w\" sizes=\"(max-width: 1305px) 100vw, 1305px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\">^ Back To Top<\/a> <\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-52820-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-50.png\" class=\"wp-image-52848\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-50.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-50-300x64.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\/10\/word-image-51.png\" alt=\"\" class=\"wp-image-52849\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-51.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-51-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Take profit on Sasseur REIT (SASSR SP) at S$0.725.<strong> <\/strong>Add Uber Technologies Inc (UBER US) at US$75. \n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"545\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-52.png\" alt=\"\" class=\"wp-image-52850\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-52.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-52-300x173.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/10\/word-image-52-768x444.png 768w\" sizes=\"(max-width: 943px) 100vw, 943px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/t.me\/kgisg\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/word-image-69.png\" alt=\"\" class=\"wp-image-15031\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/word-image-69.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/word-image-69-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/a><\/figure>\n\n\n","protected":false},"excerpt":{"rendered":"<p>\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top \u5929\u7136\u7164\u77ff\u96c6\u56e2(GERL SP)\uff1a\u901a\u8fc7\u6218\u7565\u6295\u8d44\u5e94\u5bf9\u6311\u6218 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.27\uff0c\u76ee\u6807\u4ef7\uff1a0.29\uff0c\u6b62\u635f\u4ef7\uff1a0.26 \u5929\u7136\u7164\u77ff\u96c6\u56e2\u662f\u4e00\u5bb6\u7efc\u5408\u6027\u7164\u70ad\u5f00\u91c7\u4e13\u4e1a\u516c\u53f8\u3002\u8be5\u516c\u53f8\u62e5\u6709\u5e76\u7ecf\u8425\u7164\u77ff\uff0c\u4e3a\u7b2c\u4e09\u65b9\u77ff\u4e3b\u63d0\u4f9b\u7164\u77ff\u627f\u5305\u670d\u52a1\uff0c\u5e76\u5411\u7164\u70ad\u8d38\u6613\u5546\u548c\u7164\u70ad\u51fa\u53e3\u516c\u53f8\u9500\u552e\u7164\u70ad\u3002 \u5c3d\u7ba1\u9762\u4e34\u5e02\u573a\u6311\u6218\uff0c\u4f46\u80a1\u606f\u653f\u7b56\u4f9d\u7136\u7a33\u5b9a\u3002\u516c\u53f8\u62a5\u544a\u79f0\uff0c\u4e00\u5b63\u5ea6\u51c0\u5229\u6da6\u540c\u6bd4\u4e0b\u964d14%\uff0c\u81f32420\u4e07\u7f8e\u5143\uff0c\u4e3b\u8981\u539f\u56e0\u662f\u7164\u70ad\u4ef7\u683c\u4e0b\u964d\u3002\u5c3d\u7ba1\u5982\u6b64\uff0c\u516c\u53f8\u4ecd\u5c65\u884c\u4e86\u5bf9\u80a1\u4e1c\u7684\u627f\u8bfa\uff0c\u5ba3\u5e03\u6d3e\u53d1\u6bcf\u80a10.002\u65b0\u5143\u7684\u4e2d\u671f\u80a1\u606f\uff0c\u6d3e\u606f\u7387\u4e3a11.4%\u3002\u4ea7\u91cf\u603b\u8ba1280\u4e07\u5428\uff0c\u4e3b\u8981\u6765\u81eaSDJ\u548cTBR\u7164\u77ff\uff0c\u800cTRA\u7164\u77ff\u8d21\u732e\u4e8630\u4e07\u5428\u3002\u7a33\u5b9a\u7684320\u4e07\u5428\u7164\u70ad\u9500\u552e\u548c\u5f39\u6027\u6210\u672c\u6a21\u578b\u652f\u6301\u4e8623%\u7684\u5065\u5eb7\u73b0\u91d1\u5229\u6da6\u7387\u3002 \u901a\u8fc7\u57fa\u7840\u8bbe\u65bd\u6295\u8d44\u548c\u591a\u6837\u5316\u52a0\u901f\u589e\u957f\u3002\u6700\u8fd1\uff0c\u516c\u53f8\u4e0e\u4e2d\u4ea4\u7b2c\u4e00\u822a\u52a1\u5de5\u7a0b\u52d8\u5bdf\u8bbe\u8ba1\u9662\u548c\u5317\u65b9\u56fd\u9645\u516c\u53f8\u7b7e\u7f72\u4e86\u4e00\u4efd\u4ef7\u503c1.5\u4ebf\u7f8e\u5143\u7684EPC\u5408\u540c\uff0c\u5728\u5370\u5ea6\u5c3c\u897f\u4e9a\u5357\u82cf\u95e8\u7b54\u814a\u548c\u5360\u7891\u7701\u5f00\u53d1\u4e00\u676192\u516c\u91cc\u7684\u8fd0\u8f93\u516c\u8def\u548c\u7801\u5934\u3002\u8fd9\u4e00\u57fa\u7840\u8bbe\u65bd\u5c06\u628aPT Triaryani (TRA)\u77ff\u7684\u8fd0\u8f93\u80fd\u529b\u63d0\u9ad8\u5230\u6bcf\u5e7440-50\u4e07\u5428\uff0c\u5176\u4e2d2500\u4e07\u5428\u5206\u914d\u7ed9TRA\u3002\u8be5\u9879\u76ee\u7684\u5ef6\u671f\u4ed8\u6b3e\u673a\u5236\u6700\u5927\u9650\u5ea6\u5730\u51cf\u5c11\u4e86\u524d\u671f\u73b0\u91d1\u652f\u51fa\uff0c\u4f7f\u57fa\u7840\u8bbe\u65bd\u80fd\u591f\u5728\u4ed8\u6b3e\u5f00\u59cb\u4e4b\u524d\u4ea7\u751f\u6536\u5165\u3002\u57282026\u5e74\u521d\u5b8c\u6210\u540e\uff0c\u8fd9\u4e00\u5f00\u53d1\u4e0d\u4ec5\u53ef\u4ee5\u5c06\u5e74\u4ea7\u91cf\u6269\u5927\u52302500\u4e07\u5428\uff0c\u800c\u4e14\u8fd8\u53ef\u4ee5\u8282\u7701\u5927\u91cf\u7269\u6d41\u6210\u672c\uff0c\u6bcf\u5e74\u53ef\u80fd\u4ea7\u751f4 -5\u4ebf\u7f8e\u5143\u7684EBITDA\u3002\u8be5\u9879\u76ee\u8fd8\u4f7f\u516c\u53f8\u4f5c\u4e3a\u57fa\u7840\u8bbe\u65bd\u63d0\u4f9b\u5546\u7684\u6536\u5165\u6765\u6e90\u591a\u6837\u5316\u3002 \u7164\u70ad\u4ef7\u683c\u8d8b\u4e8e\u6b63\u5e38\u5316\u3002\u7531\u4e8e\u76ee\u524d\u4f9b\u9700\u5e73\u8861\uff0c\u9884\u8ba1\u7164\u70ad\u4ef7\u683c\u572824\u8d22\u5e74\u5c06\u4fdd\u6301\u76f8\u5bf9\u7a33\u5b9a\u3002\u56e0\u6b64\uff0c\u516c\u53f8\u63d0\u9ad8\u6536\u5165\u7684\u6f5c\u529b\u5c06\u66f4\u591a\u5730\u4f9d\u8d56\u4e8e\u589e\u52a0\u4ea7\u91cf\uff0c\u800c\u4e0d\u662f\u4ece\u4ef7\u683c\u6ce2\u52a8\u4e2d\u83b7\u76ca\u3002\u8be5\u516c\u53f8\u5df2\u5c06\u5176\u5168\u5e74\u4ea7\u91cf\u9884\u6d4b\u4ece\u6700\u521d\u76841000 \u81f31100\u4e07\u5428\u4e0b\u8c03\u81f3800\u81f3900\u4e07\u5428\uff0c\u5e76\u572824\u5e74\u4e0a\u534a\u5e74\u751f\u4ea7\u4e86280\u4e07\u5428\u30027\u6708\u4efd\u7684\u751f\u4ea7\u6c34\u5e73\u8868\u660e\uff0c\u8be5\u516c\u53f8\u6b63\u5728\u6309\u8ba1\u5212\u5b9e\u73b0\u8fd9\u4e00\u65b0\u76ee\u6807\u3002 24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u300224\u8d22\u5e74\u4e0a\u534a\u5e74\u6536\u5165\u540c\u6bd4\u4e0b\u964d29%\u81f31.694\u4ebf\u7f8e\u5143\uff0c\u4e3b\u8981\u539f\u56e0\u662fICI4\u7164\u70ad\u4ef7\u683c\u8f83\u4f4e\uff0c\u5e73\u5747\u6bcf\u542856.13\u7f8e\u5143\uff0c\u800c23\u8d22\u5e74\u540c\u671f\u4e3a70.46\u7f8e\u5143\u3002\u4eca\u5e74\u4e0a\u534a\u5e74\uff0c\u4e0d\u5229\u7684\u5929\u6c14\u6761\u4ef6\u5bf9\u751f\u4ea7\u4ea7\u751f\u4e86\u4e0d\u5229\u5f71\u54cd\u3002\u7136\u800c\uff0c\u6bcf\u5428\u73b0\u91d1\u5229\u6da6\u4fdd\u6301\u572811.94\u7f8e\u5143\u7684\u5f3a\u52b2\u6c34\u5e73\uff0c\u53cd\u6620\u4e86\u5176\u6210\u672c\u6548\u76ca\u6a21\u5f0f\uff0c\u5373\u73b0\u91d1\u6210\u672c\u968f\u7740ICI4\u4ef7\u683c\u7684\u4e0b\u964d\u800c\u4e0b\u964d\u3002\u5730\u571f\u80fd\u6e90\u5ba3\u5e03\u6d3e\u53d1\u6bcf\u80a10.002\u65b0\u5143\u7684\u7b2c\u4e8c\u6b21\u4e2d\u671f\u80a1\u606f\u3002 \u6211\u4eec\u5bf9\u57fa\u672c\u9762\u7684\u8bc4\u7ea7\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a0.68\u65b0\u5143\u3002\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb\u62a5\u544a\u5168\u6587\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u51ef\u5fb7\u6295\u8d44 (CLI SP)\uff1a\u53d7\u60e0\u4e8e\u4e2d\u56fd\u7ecf\u6d4e\u523a\u6fc0\u653f\u7b56 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a3.05\uff0c\u76ee\u6807\u4ef7\uff1a3.35\uff0c\u6b62\u635f\u4ef7\uff1a2.90 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24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u300224\u8d22\u5e74\u6536\u5165\u540c\u6bd4\u589e\u957f1%\u81f313.65\u4ebf\u65b0\u5143\uff0c\u800c23\u8d22\u5e74\u4e3a13.45\u4ebf\u65b0\u5143\u3002PATMI\u540c\u6bd4\u4e0b\u964d6%\uff0c\u4ece3.51\u4ebf\u65b0\u5143\u964d\u81f33.31\u4ebf\u65b0\u5143\uff0c\u539f\u56e0\u662f\u623f\u5730\u4ea7\u6295\u8d44\u4e1a\u52a1\u75b2\u8f6f\uff0c\u53d7\u5230\u66f4\u9ad8\u7684\u5229\u606f\u652f\u51fa\u548c\u4e0d\u5229\u7684\u5916\u6c47\u6c47\u7387\u7684\u5f71\u54cd\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u9999\u6e2f\u4ea4\u6613\u53ca\u7ed3\u7b97\u6240(388 HK)\uff1a\u5feb\u901f\u800c\u6fc0\u70c8\u7684\u725b\u5e02\u884c\u60c5 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a322\uff0c\u76ee\u6807\u4ef7\uff1a362\uff0c\u6b62\u635f\u4ef7\uff1a302 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Clear Limited\u7684\u4e1a\u52a1\u3002\u5e73\u53f0\u53ca\u57fa\u7840\u8bbe\u65bd\u90e8\u95e8\u63d0\u4f9b\u5e73\u53f0\u53ca\u8be5\u516c\u53f8\u7684\u57fa\u7840\u8bbe\u65bd\u4f7f\u7528\u3002 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\u8d44\u91d1\u8f6e\u52a8\u81f3\u5468\u671f\u53ca\u589e\u957f\u677f\u5757\u3002\u8fdb\u5165\u7b2c\u56db\u5b63\u5ea6\uff0c\u673a\u6784\u7684\u8d44\u4ea7\u7ec4\u5408\u5c06\u8fdb\u884c\u8c03\u6574\uff0c\u5e02\u573a\u4ecd\u7ef4\u6301\u9884\u671f\u7f8e\u8054\u50a8\u672a\u6765\u4e00\u5e74\u964d\u606f200\u4e2a\u57fa\u70b9\uff0c\u5bbd\u677e\u8d27\u5e01\u653f\u7b56\u6301\u7eed\u5229\u597d\u5e73\u53f0\u578b\u4e2a\u80a1\u83b7\u5f97\u8d44\u91d1\u6d41\u5165\u3002 24\u8d22\u5e74\u7b2c\u4e8c\u5b63\u4e1a\u7ee9\u8d85\u51fa\u9884\u671f\u3002\u8425\u6536\u5e74\u589e15.9%\u81f3107\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f1.2\u4ebf\u7f8e\u5143\u3002 GAAP \u6bcf\u80a1\u6536\u76ca\u4e3a 0.47 \u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f 0.16 \u7f8e\u5143\u3002\u8be5\u516c\u53f8\u7b2c\u4e09\u5b63\u603b\u9884\u8ba2\u91cf\u6307\u5f15\u4e3a402.5\u4ebf\u7f8e\u5143\u81f3417.5\u4ebf\u7f8e\u5143\uff08\u4ee5\u56fa\u5b9a\u6c47\u7387\u8ba1\u7b97\uff0c\u5e74\u589e\u7387\u4e3a18%\u81f323%\uff09\u3002 \u5e02\u573a\u5171\u8bc6 (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Take profit on Sasseur REIT\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Jiong Han Lee\"\/>\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-02-oct-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\u5e7410\u67082\u65e5: \u5929\u7136\u7164\u77ff\u96c6\u56e2(GERL SP), \u9999\u6e2f\u4ea4\u6613\u53ca\u7ed3\u7b97\u6240(388 HK), \u4f18\u6b65\u79d1\u6280(UBER 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) \u4f18\u6b65\u79d1\u6280(UBER US)\uff1a\u63a8\u51fa\u81ea\u52a8\u9a7e\u9a76\u51fa\u79df\u8f66 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a75\uff0c\u76ee\u6807\u4ef7\uff1a83\uff0c\u6b62\u635f\u4ef7\uff1a71 \u4f18\u6b65\u79d1\u6280\u63d0\u4f9b\u53eb\u8f66\u670d\u52a1\u3002\u8be5\u516c\u53f8\u5f00\u53d1\u9053\u8def\u4ea4\u901a\u3001\u5bfc\u822a\u3001\u62fc\u8f66\u548c\u652f\u4ed8\u5904\u7406\u89e3\u51b3\u65b9\u6848\u7684\u5e94\u7528\u7a0b\u5e8f\u3002\u516c\u53f8\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002 \u79ef\u6781\u63a8\u8fdb\u673a\u5668\u4eba\u8ba1\u7a0b\u8f66\u4e1a\u52a1\u3002\u4f18\u6b65\u79d1\u6280\u6700\u8fd1\u5728\u65e0\u4eba\u9a7e\u9a76\u548c\u673a\u5668\u4eba\u8ba1\u7a0b\u8f66\u9886\u57df\u52a8\u4f5c\u9891\u9891\uff0c\u6700\u8fd1\u5ba3\u5e03\u548c\u6587\u8fdc\u77e5\u884c (WeRide) \u5ba3\u5e03\u5efa\u7acb\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\uff0c\u5c06\u8fd9\u5bb6\u4e2d\u56fd\u81ea\u9a7e\u6280\u672f\u516c\u53f8\u7684\u8f66\u8f86\u5f15\u5165\u5171\u4eab\u5e73\u53f0\uff0c\u9996\u5148\u4ece\u963f\u62c9\u4f2f\u8054\u5408\u5927\u516c\u56fd\u5f00\u59cb\u3002\u53e6\u5916\u516c\u53f8\u6269\u5927\u4e0eWaymo\u5408\u4f5c\uff0c\u5c06\u673a\u5668\u4eba\u8ba1\u7a0b\u8f66\u5bfc\u5165\u7f8e\u56fd\u5965\u65af\u6c40\u548c\u4e9a\u7279\u5170\u5927\u3002\u516c\u53f8\u8fd8\u4e0e\u901a\u7528\u6c7d\u8f66\u7684\u673a\u5668\u4eba\u8ba1\u7a0b\u8f66\u90e8\u95e8Cruise\u5408\u4f5c\uff0c\u540e\u8005\u5c06\u4ece\u660e\u5e74\u5f00\u59cb\u5728\u8be5\u5e73\u53f0\u4e0a\u63d0\u4f9b\u81ea\u52a8\u9a7e\u9a76\u6c7d\u8f66\u3002 \u8d44\u91d1\u8f6e\u52a8\u81f3\u5468\u671f\u53ca\u589e\u957f\u677f\u5757\u3002\u8fdb\u5165\u7b2c\u56db\u5b63\u5ea6\uff0c\u673a\u6784\u7684\u8d44\u4ea7\u7ec4\u5408\u5c06\u8fdb\u884c\u8c03\u6574\uff0c\u5e02\u573a\u4ecd\u7ef4\u6301\u9884\u671f\u7f8e\u8054\u50a8\u672a\u6765\u4e00\u5e74\u964d\u606f200\u4e2a\u57fa\u70b9\uff0c\u5bbd\u677e\u8d27\u5e01\u653f\u7b56\u6301\u7eed\u5229\u597d\u5e73\u53f0\u578b\u4e2a\u80a1\u83b7\u5f97\u8d44\u91d1\u6d41\u5165\u3002 24\u8d22\u5e74\u7b2c\u4e8c\u5b63\u4e1a\u7ee9\u8d85\u51fa\u9884\u671f\u3002\u8425\u6536\u5e74\u589e15.9%\u81f3107\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f1.2\u4ebf\u7f8e\u5143\u3002 GAAP \u6bcf\u80a1\u6536\u76ca\u4e3a 0.47 \u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f 0.16 \u7f8e\u5143\u3002\u8be5\u516c\u53f8\u7b2c\u4e09\u5b63\u603b\u9884\u8ba2\u91cf\u6307\u5f15\u4e3a402.5\u4ebf\u7f8e\u5143\u81f3417.5\u4ebf\u7f8e\u5143\uff08\u4ee5\u56fa\u5b9a\u6c47\u7387\u8ba1\u7b97\uff0c\u5e74\u589e\u7387\u4e3a18%\u81f323%\uff09\u3002 \u5e02\u573a\u5171\u8bc6 (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Take profit on Sasseur REIT\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-02-oct-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=\"2024-10-02T01:13:10+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2024-10-02T03:15:26+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2024\u5e7410\u67082\u65e5: \u5929\u7136\u7164\u77ff\u96c6\u56e2(GERL SP), \u9999\u6e2f\u4ea4\u6613\u53ca\u7ed3\u7b97\u6240(388 HK), \u4f18\u6b65\u79d1\u6280(UBER 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) \u4f18\u6b65\u79d1\u6280(UBER US)\uff1a\u63a8\u51fa\u81ea\u52a8\u9a7e\u9a76\u51fa\u79df\u8f66 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a75\uff0c\u76ee\u6807\u4ef7\uff1a83\uff0c\u6b62\u635f\u4ef7\uff1a71 \u4f18\u6b65\u79d1\u6280\u63d0\u4f9b\u53eb\u8f66\u670d\u52a1\u3002\u8be5\u516c\u53f8\u5f00\u53d1\u9053\u8def\u4ea4\u901a\u3001\u5bfc\u822a\u3001\u62fc\u8f66\u548c\u652f\u4ed8\u5904\u7406\u89e3\u51b3\u65b9\u6848\u7684\u5e94\u7528\u7a0b\u5e8f\u3002\u516c\u53f8\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002 \u79ef\u6781\u63a8\u8fdb\u673a\u5668\u4eba\u8ba1\u7a0b\u8f66\u4e1a\u52a1\u3002\u4f18\u6b65\u79d1\u6280\u6700\u8fd1\u5728\u65e0\u4eba\u9a7e\u9a76\u548c\u673a\u5668\u4eba\u8ba1\u7a0b\u8f66\u9886\u57df\u52a8\u4f5c\u9891\u9891\uff0c\u6700\u8fd1\u5ba3\u5e03\u548c\u6587\u8fdc\u77e5\u884c (WeRide) \u5ba3\u5e03\u5efa\u7acb\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\uff0c\u5c06\u8fd9\u5bb6\u4e2d\u56fd\u81ea\u9a7e\u6280\u672f\u516c\u53f8\u7684\u8f66\u8f86\u5f15\u5165\u5171\u4eab\u5e73\u53f0\uff0c\u9996\u5148\u4ece\u963f\u62c9\u4f2f\u8054\u5408\u5927\u516c\u56fd\u5f00\u59cb\u3002\u53e6\u5916\u516c\u53f8\u6269\u5927\u4e0eWaymo\u5408\u4f5c\uff0c\u5c06\u673a\u5668\u4eba\u8ba1\u7a0b\u8f66\u5bfc\u5165\u7f8e\u56fd\u5965\u65af\u6c40\u548c\u4e9a\u7279\u5170\u5927\u3002\u516c\u53f8\u8fd8\u4e0e\u901a\u7528\u6c7d\u8f66\u7684\u673a\u5668\u4eba\u8ba1\u7a0b\u8f66\u90e8\u95e8Cruise\u5408\u4f5c\uff0c\u540e\u8005\u5c06\u4ece\u660e\u5e74\u5f00\u59cb\u5728\u8be5\u5e73\u53f0\u4e0a\u63d0\u4f9b\u81ea\u52a8\u9a7e\u9a76\u6c7d\u8f66\u3002 \u8d44\u91d1\u8f6e\u52a8\u81f3\u5468\u671f\u53ca\u589e\u957f\u677f\u5757\u3002\u8fdb\u5165\u7b2c\u56db\u5b63\u5ea6\uff0c\u673a\u6784\u7684\u8d44\u4ea7\u7ec4\u5408\u5c06\u8fdb\u884c\u8c03\u6574\uff0c\u5e02\u573a\u4ecd\u7ef4\u6301\u9884\u671f\u7f8e\u8054\u50a8\u672a\u6765\u4e00\u5e74\u964d\u606f200\u4e2a\u57fa\u70b9\uff0c\u5bbd\u677e\u8d27\u5e01\u653f\u7b56\u6301\u7eed\u5229\u597d\u5e73\u53f0\u578b\u4e2a\u80a1\u83b7\u5f97\u8d44\u91d1\u6d41\u5165\u3002 24\u8d22\u5e74\u7b2c\u4e8c\u5b63\u4e1a\u7ee9\u8d85\u51fa\u9884\u671f\u3002\u8425\u6536\u5e74\u589e15.9%\u81f3107\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f1.2\u4ebf\u7f8e\u5143\u3002 GAAP \u6bcf\u80a1\u6536\u76ca\u4e3a 0.47 \u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f 0.16 \u7f8e\u5143\u3002\u8be5\u516c\u53f8\u7b2c\u4e09\u5b63\u603b\u9884\u8ba2\u91cf\u6307\u5f15\u4e3a402.5\u4ebf\u7f8e\u5143\u81f3417.5\u4ebf\u7f8e\u5143\uff08\u4ee5\u56fa\u5b9a\u6c47\u7387\u8ba1\u7b97\uff0c\u5e74\u589e\u7387\u4e3a18%\u81f323%\uff09\u3002 \u5e02\u573a\u5171\u8bc6 (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Take profit on Sasseur REIT\" \/>\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-02-oct-2024-zh\\\/#blogposting\",\"name\":\"2024\\u5e7410\\u67082\\u65e5: \\u5929\\u7136\\u7164\\u77ff\\u96c6\\u56e2(GERL SP), \\u9999\\u6e2f\\u4ea4\\u6613\\u53ca\\u7ed3\\u7b97\\u6240(388 HK), \\u4f18\\u6b65\\u79d1\\u6280(UBER US) \\u2022 KGI Singapore Research\",\"headline\":\"2024\\u5e7410\\u67082\\u65e5: \\u5929\\u7136\\u7164\\u77ff\\u96c6\\u56e2(GERL SP), \\u9999\\u6e2f\\u4ea4\\u6613\\u53ca\\u7ed3\\u7b97\\u6240(388 HK), 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