{"id":55436,"date":"2024-11-08T08:25:26","date_gmt":"2024-11-08T00:25:26","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=55436"},"modified":"2024-11-08T11:18:26","modified_gmt":"2024-11-08T03:18:26","slug":"kgi-daily-trading-ideas-08-nov-2024-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-08-nov-2024-zh\/","title":{"rendered":"2024\u5e7411\u670808\u65e5: \u661f\u5c55\u96c6\u56e2 (DBS SP), \u9999\u6e2f\u4ea4\u6613\u53ca\u7ed3\u7b97\u6240 (388 HK), L3\u54c8\u91cc\u65af\u79d1\u6280(LHX US)"},"content":{"rendered":"\r\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>\r\n\r\n\r\n\r\n<figure id=\"sp\" class=\"wp-block-image\"><img fetchpriority=\"high\" decoding=\"async\" width=\"829\" height=\"104\" class=\"wp-image-47866\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-259.png\" alt=\"\" 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>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image\"><\/figure>\r\n<h3 class=\"wp-block-heading\"><a id=\"post-55436-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\r\n<p><img decoding=\"async\" width=\"1602\" height=\"716\" class=\"wp-image-55617\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-computer-description-automatica-14.png\" alt=\"A screenshot of a computer\r\n\r\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-computer-description-automatica-14.png 1602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-computer-description-automatica-14-300x134.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-computer-description-automatica-14-1024x458.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-computer-description-automatica-14-768x343.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-computer-description-automatica-14-1536x687.png 1536w\" sizes=\"(max-width: 1602px) 100vw, 1602px\" \/><\/p>\r\n<p><img decoding=\"async\" width=\"1071\" height=\"274\" class=\"wp-image-55618\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-2.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-2.png 1071w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-2-300x77.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-2-1024x262.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-2-768x196.png 768w\" sizes=\"(max-width: 1071px) 100vw, 1071px\" \/><\/p>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"915\" height=\"282\" class=\"wp-image-55619\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-3.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-3.png 915w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-3-300x92.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-3-768x237.png 768w\" sizes=\"(max-width: 915px) 100vw, 915px\" \/><\/p>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-55620\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-4-1.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-4-1.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-4-1-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/p>\r\n<h3><a id=\"post-55436-_qqv3rtx8nazp\"><\/a><a id=\"post-55436-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1916\" height=\"839\" class=\"wp-image-55621\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-computer-description-automatica-15.png\" alt=\"A screenshot of a computer\r\n\r\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-computer-description-automatica-15.png 1916w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-computer-description-automatica-15-300x131.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-computer-description-automatica-15-1024x448.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-computer-description-automatica-15-768x336.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-computer-description-automatica-15-1536x673.png 1536w\" sizes=\"(max-width: 1916px) 100vw, 1916px\" \/><\/p>\r\n<p style=\"text-align: right;\"><a href=\"#top\">^ Back To Top<\/a><\/p>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-55568\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-6.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-6.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-6-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/p>\r\n<h1>\u00a0<\/h1>\r\n<h3><a id=\"post-55436-_9i0c554gtu0u\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-55569\" title=\"sg\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-7.png\" alt=\"\" width=\"602\" height=\"128\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-7.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-7-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\r\n<h2><strong>\u661f\u5c55\u96c6\u56e2 (DBS SP)\uff1a\u65b0\u52a0\u5761\u7684\u7279\u6717\u666e\u4ea4\u6613<\/strong><\/h2>\r\n<ul>\r\n<li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a41.0\uff0c\u76ee\u6807\u4ef7\uff1a45.0\uff0c\u6b62\u635f\u4ef7\uff1a39.0<\/strong><\/li>\r\n<li>\u661f\u5c55\u96c6\u56e2\u63a7\u80a1\u6709\u9650\u516c\u53f8\u53ca\u5176\u9644\u5c5e\u516c\u53f8\u63d0\u4f9b\u5404\u79cd\u91d1\u878d\u670d\u52a1\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u7684\u670d\u52a1\u5305\u62ec\u62b5\u62bc\u8d37\u6b3e\u878d\u8d44\u3001\u79df\u8d41\u548c\u79df\u8d41\u8d2d\u4e70\u878d\u8d44\u3001\u59d4\u6258\u548c\u53d7\u6258\u4eba\u3001\u57fa\u91d1\u7ba1\u7406\u3001\u4f01\u4e1a\u54a8\u8be2\u548c\u7ecf\u7eaa\u3002\u661f\u5c55\u96c6\u56e2\u8fd8\u62c5\u4efb\u65b0\u52a0\u5761\u653f\u5e9c\u8bc1\u5238\u7684\u4e00\u7ea7\u4ea4\u6613\u5546\u3002<\/li>\r\n<li><strong>\u5b63\u5ea6\u5229\u6da6\u521b\u5386\u53f2\u65b0\u9ad8\u3002<\/strong>\u661f\u5c55\u94f6\u884c\u516c\u5e03\uff0c\u5728\u5f3a\u52b2\u7684\u8d22\u5bcc\u7ba1\u7406\u8d39\u7528\u548c\u4ea4\u6613\u6536\u5165\u7684\u63a8\u52a8\u4e0b\uff0c\u8be5\u516c\u53f8\u7b2c\u4e09\u5b63\u5ea6\u51c0\u5229\u6da6\u8fbe\u5230\u521b\u7eaa\u5f55\u768430.3\u4ebf\u65b0\u5143\u3002\u8be5\u884c\u5ba3\u5e03\u4e86\u4e00\u987930\u4ebf\u65b0\u5143\u7684\u80a1\u7968\u56de\u8d2d\u8ba1\u5212\uff0c\u8fd9\u5c06\u63d0\u9ad8\u5176\u6bcf\u80a1\u6536\u76ca\u548c\u80a1\u672c\u56de\u62a5\u7387\u3002\u5c3d\u7ba1\u4eba\u4eec\u62c5\u5fc3\u5728\u521b\u7eaa\u5f55\u9ad8\u4f4d\u56de\u8d2d\u80a1\u7968\uff0c\u4f46\u8be5\u884c\u9996\u5e2d\u6267\u884c\u5b98\u5f3a\u8c03\uff0c\u56de\u8d2d\u65f6\u673a\u5c06\u662f\u8c28\u614e\u7684\uff0c\u5e76\u5c06\u57fa\u4e8e\u8be5\u884c\u7684\u57fa\u672c\u9762\u3002\u661f\u5c55\u94f6\u884c\u9884\u8ba1\uff0c2025\u5e74\u7684\u7a0e\u524d\u5229\u6da6\u5c06\u4fdd\u6301\u57282024\u5e74\u7684\u6c34\u5e73\u5de6\u53f3\uff0c\u4f46\u5982\u679c\u5510\u7eb3\u5fb7\u2022\u7279\u6717\u666e\uff08Donald Trump\uff09\u653f\u5e9c\u7ef4\u6301\u7d27\u7f29\u7684\u8d27\u5e01\u653f\u7b56\uff0c\u5b83\u4e5f\u770b\u5230\u4e86\u6f5c\u5728\u7684\u4e0a\u884c\u7a7a\u95f4\u3002\u65b0\u52a0\u5761\u5373\u5c06\u5b9e\u884c\u768415%\u7684\u5168\u7403\u6700\u4f4e\u516c\u53f8\u7a0e\u9884\u8ba1\u5c06\u5f71\u54cd\u51c0\u5229\u6da6\uff0c\u800c\u5176\u975e\u5229\u606f\u6536\u5165\u9884\u8ba1\u660e\u5e74\u5c06\u4ee5\u9ad8\u4e2a\u4f4d\u6570\u589e\u957f\u3002\u6b64\u5916\uff0c\u5b83\u8fd8\u5ba3\u5e03\u4e86\u6bcf\u80a10.54\u65b0\u5143\u7684\u5b63\u5ea6\u80a1\u606f\u3002\u6211\u4eec\u9884\u8ba1\u672c\u5b63\u5ea6\u5176\u8d22\u5bcc\u7ba1\u7406\u548c\u4ea4\u6613\u4e1a\u52a1\u90e8\u95e8\u5c06\u7ee7\u7eed\u4fdd\u6301\u589e\u957f\u52bf\u5934\uff0c\u63a8\u52a8\u6536\u76ca\u8fdb\u4e00\u6b65\u589e\u957f\uff0c\u5e76\u652f\u6301\u80a1\u7968\u56de\u8d2d\u8ba1\u5212\u3002<\/li>\r\n<\/ul>\r\n<p><strong>\u661f\u5c55\u96c6\u56e2\u4ef7\u683c\u6bd4\u8f83(\u76ee\u524d\u4e0e2016\u5e74\u7279\u6717\u666e\u8d62\u5f97\u603b\u7edf\u540e)<\/strong><\/p>\r\n<p><strong><img loading=\"lazy\" decoding=\"async\" width=\"1283\" height=\"502\" class=\"wp-image-55570\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-4.png\" alt=\"A graph on a screen\r\n\r\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-4.png 1283w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-4-300x117.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-4-1024x401.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-4-768x300.png 768w\" sizes=\"(max-width: 1283px) 100vw, 1283px\" \/><\/strong><\/p>\r\n<p style=\"text-align: center;\">(Source: Bloomberg)<\/p>\r\n<ul>\r\n<li><strong>\u53d7\u76ca\u4e8e\u7279\u6717\u666e\u7684\u80dc\u5229\u3002<\/strong>\u661f\u5c55\u96c6\u56e2\u9884\u8ba1\uff0c\u5f53\u9009\u603b\u7edf\u5510\u7eb3\u5fb7\u00b7\u7279\u6717\u666e\u80dc\u51fa\u53ef\u80fd\u5e26\u6765\u597d\u5904\uff0c\u56e0\u4e3a\u4ed6\u7684\u901a\u80c0\u653f\u7b56\uff0c\u5982\u5f81\u6536\u5173\u7a0e\u548c\u964d\u4f4e\u7a0e\u7387\uff0c\u53ef\u80fd\u4f1a\u5bfc\u81f4\u8d27\u5e01\u653f\u7b56\u6536\u7d27\u3002\u8fd9\u5c06\u6709\u52a9\u4e8e\u661f\u5c55\u94f6\u884c\u63d0\u9ad8\u5176\u51c0\u606f\u5dee\uff0c\u5e76\u652f\u6301\u5176\u56fa\u5b9a\u8d44\u4ea7\u7ec4\u5408\u7684\u91cd\u65b0\u5b9a\u4ef7\u3002<\/li>\r\n<li><strong>24\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u7b2c\u4e09\u5b63\u5ea6\u603b\u6536\u5165\u589e\u957f11%\uff0c\u8fbe\u523057.5\u4ebf\u65b0\u5143\uff0c\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f15%\uff0c\u9996\u6b21\u8d85\u8fc730\u4ebf\u65b0\u5143\u3002\u661f\u5c55\u96c6\u56e2\u5ba3\u5e03\u4e86\u4e00\u9879\u65b0\u768430\u4ebf\u65b0\u5143\u80a1\u7968\u56de\u8d2d\u8ba1\u5212\uff0c\u5e76\u5ba3\u5e03\u5c06\u4e8e11\u670825\u65e5\u5de6\u53f3\u6d3e\u53d1\u6bcf\u80a10.54\u65b0\u5143\u7684\u7b2c\u4e09\u5b63\u5ea6\u80a1\u606f\u3002<\/li>\r\n<li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><\/li>\r\n<\/ul>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-55571\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-blue-and-white-rectangular-box-with-white-text-23.png\" alt=\"A blue and white rectangular box with white text\r\n\r\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-blue-and-white-rectangular-box-with-white-text-23.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-blue-and-white-rectangular-box-with-white-text-23-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/p>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1285\" height=\"517\" class=\"wp-image-55572\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-28.jpeg\" alt=\"A graph on a screen\r\n\r\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-28.jpeg 1285w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-28-300x121.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-28-1024x412.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-28-768x309.jpeg 768w\" sizes=\"(max-width: 1285px) 100vw, 1285px\" \/><\/p>\r\n<p style=\"text-align: center;\">(Source: Bloomberg)<\/p>\r\n<h2><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-55573\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-long-line-of-a-white-background-description-aut-9.png\" alt=\"A long line of a white background\r\n\r\nDescription automatically generated with medium confidence\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-long-line-of-a-white-background-description-aut-9.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-long-line-of-a-white-background-description-aut-9-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h2>\r\n<h2><strong>\u76ca\u8d44\u6e90 (FR SP)\uff1a\u68d5\u6988\u6cb9\u4ef7\u683c\u521b\u4e24\u5e74\u6765\u65b0\u9ad8<\/strong><\/h2>\r\n<ul>\r\n<li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.48\uff0c\u76ee\u6807\u4ef7\uff1a1.60\uff0c\u6b62\u635f\u4ef7\uff1a1.42<\/strong><\/li>\r\n<li>\u76ca\u8d44\u6e90\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<\/li>\r\n<li><strong>\u68d5\u6988\u6cb9\u4ef7\u683c\u98d9\u5347\u81f3\u4e24\u5e74\u9ad8\u70b9\u3002<\/strong>\u68d5\u6988\u6cb9\u4ef7\u683c\u8fde\u7eed3\u5929\u66b4\u6da8\uff0c\u5728\u9700\u6c42\u65fa\u76db\u548c\u4f9b\u5e94\u7d27\u5f20\u7684\u60c5\u51b5\u4e0b\uff0c\u8fbe\u5230\u4e862\u5e74\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002\u7531\u4e8e\u5bf9\u5370\u5ea6\u3001\u4e2d\u56fd\u548c\u6b27\u76df\u7684\u51fa\u53e3\u589e\u52a0\uff0c\u5168\u7403\u7b2c\u4e8c\u5927\u68d5\u6988\u6cb9\u751f\u4ea7\u56fd\u9a6c\u6765\u897f\u4e9a10\u6708\u4efd\u7684\u51fa\u53e3\u589e\u957f\u4e8611%\u3002\u539f\u6cb9\u4ef7\u683c\u4e0a\u6da8\u4e5f\u63d0\u632f\u4e86\u68d5\u6988\u6cb9\u4f5c\u4e3a\u751f\u7269\u71c3\u6599\u539f\u6599\u7684\u9700\u6c42\u3002\u5370\u5c3c\u8ba1\u5212\u660e\u5e74\u63d0\u9ad8\u68d5\u6988\u6cb9\u5728\u751f\u7269\u71c3\u6599\u4e2d\u7684\u4f7f\u7528\uff0c\u9884\u8ba1\u5c06\u5e26\u6765\u989d\u5916\u9700\u6c42\u3002\u4f9b\u5e94\u65b9\u9762\u7684\u6311\u6218\uff08\u90e8\u5206\u539f\u56e0\u662f\u68d5\u6988\u6811\u8001\u5316\uff09\u5df2\u63a8\u52a8\u68d5\u6988\u6cb9\u4ef7\u683c\u4eca\u5e74\u4e0a\u6da8\u903e30%\u3002\u4e13\u5bb6\u9884\u8ba1\uff0c\u5728\u5b63\u8282\u6027\u6d88\u8d39\u3001\u6709\u9650\u4f9b\u5e94\u548c\u751f\u7269\u67f4\u6cb9\u9700\u6c42\u7684\u652f\u6301\u4e0b\uff0c\u8fd9\u79cd\u53cd\u5f39\u53ef\u80fd\u4f1a\u6301\u7eed\u52302025\u5e74\u7b2c\u4e00\u5b63\u5ea6\u3002\u8fd9\u79cd\u4ef7\u683c\u4e0a\u6da8\u6709\u5229\u4e8e\u68d5\u6988\u6cb9\u751f\u4ea7\u5546\u5982\u76ca\u8d44\u6e90\u3002<\/li>\r\n<\/ul>\r\n<p><strong>\u7c97\u68d5\u6988\u6cb9\u4ef7\u683c<\/strong> <img loading=\"lazy\" decoding=\"async\" width=\"1556\" height=\"637\" class=\"wp-image-55574\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-with-lines-and-dots-description-automatic-9.jpeg\" alt=\"A graph with lines and dots\r\n\r\nDescription automatically generated with medium confidence\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-with-lines-and-dots-description-automatic-9.jpeg 1556w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-with-lines-and-dots-description-automatic-9-300x123.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-with-lines-and-dots-description-automatic-9-1024x419.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-with-lines-and-dots-description-automatic-9-768x314.jpeg 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-with-lines-and-dots-description-automatic-9-1536x629.jpeg 1536w\" sizes=\"(max-width: 1556px) 100vw, 1556px\" \/><\/p>\r\n<p style=\"text-align: center;\">(Source: Bloomberg)<\/p>\r\n<ul>\r\n<li><strong>\u6cf0\u56fd\u7981\u6b62\u68d5\u6988\u6cb9\u51fa\u53e3\u3002<\/strong>\u7531\u4e8e\u5e72\u65f1\u548c\u690d\u7269\u75c5\u5bb3\u5bfc\u81f4\u4ea7\u91cf\u51cf\u5c11\uff0c\u6cf0\u56fd\u56fd\u5185\u8d38\u6613\u90e8\u6682\u65f6\u7981\u6b62\u539f\u68d5\u6988\u6cb9\u51fa\u53e3\uff0c\u76ee\u7684\u662f\u7a33\u5b9a\u5f53\u5730\u4ef7\u683c\u5e76\u4fdd\u6301\u5145\u8db3\u7684\u5e93\u5b58\u3002\u8be5\u7981\u4ee4\u9884\u8ba1\u5c06\u6301\u7eed\u523012\u6708\uff0c\u65e8\u5728\u4fdd\u62a4\u6d88\u8d39\u8005\u548c\u519c\u6c11\u514d\u53d7\u4ef7\u683c\u98d9\u5347\u7684\u5f71\u54cd\u3002\u7531\u4e8e\u68d5\u6988\u6cb9\u5e93\u5b58\u8d85\u8fc720\u4e07\u5428\uff0c\u884c\u4e1a\u534f\u4f1a\u5df2\u540c\u610f\u505c\u6b62\u51fa\u53e3\uff0c\u5e76\u57282025\u5e741\u6708\u4e4b\u524d\u4fdd\u6301\u4ef7\u683c\u7a33\u5b9a\u3002\u96f6\u552e\u5546\u548c\u6279\u53d1\u5546\u8fd8\u627f\u8bfa\u7ef4\u6301\u5408\u7406\u7684\u74f6\u88c5\u68d5\u6988\u6cb9\u4ef7\u683c\uff0c\u8fdd\u89c4\u8005\u53ef\u80fd\u53d7\u5230\u7f5a\u6b3e\u6216\u76d1\u7981\u7b49\u60e9\u7f5a\u3002\u8fd9\u4e00\u7981\u4ee4\u5c06\u5bfc\u81f4\u68d5\u6988\u6cb9\u4f9b\u5e94\u51cf\u5c11\uff0c\u8fd9\u5c06\u7ee7\u7eed\u63a8\u9ad8\u4ef7\u683c\u3002<\/li>\r\n<li><strong>2024\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>2024\u4e0a\u534a\u5e74\u603b\u6536\u5165\u540c\u6bd4\u589e\u957f1.9%\uff0c\u8fbe\u52304.572\u4ebf\u7f8e\u5143\uff0c\u800c2023\u5e74\u540c\u671f\u4e3a4.488\u4ebf\u7f8e\u5143\u3002\u6536\u5165\u589e\u957f\u4e3b\u8981\u662f\u7531\u4e8e\u751f\u4ea7\u91cf\u8f83\u53bb\u5e74\u540c\u671f\u6709\u6240\u589e\u52a0\uff0c\u90e8\u5206\u88ab\u7b2c\u4e09\u65b9\u91c7\u8d2d\u7684\u68d5\u6988\u6cb9\u4ea7\u54c1\u7528\u4e8e\u52a0\u5de5\u548c\u9500\u552e\u7684\u51cf\u5c11\u6240\u62b5\u6d88\u3002\u51c0\u5229\u6da6\u4e3a1.039\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f45.4%\uff0c\u8425\u4e1a\u5229\u6da6\u540c\u6bd4\u589e\u957f48.9%\uff0c\u8fbe\u52301.435\u4ebf\u7f8e\u5143\uff0c\u8fd9\u5f97\u76ca\u4e8e\u751f\u4ea7\u91cf\u589e\u52a0\u548c\u52a0\u5de5\u5229\u6da6\u7387\u6539\u5584\u3002\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4ece2023\u5e74\u4e0a\u534a\u5e74\u76844.56\u7f8e\u5206\u63d0\u9ad8\u81f32024\u5e74\u4e0a\u534a\u5e74\u76846.67\u7f8e\u5206\u3002<\/li>\r\n<li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><\/li>\r\n<\/ul>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-55575\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-blue-and-white-rectangular-box-with-white-text-24.png\" alt=\"A blue and white rectangular box with white text\r\n\r\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-blue-and-white-rectangular-box-with-white-text-24.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-blue-and-white-rectangular-box-with-white-text-24-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/p>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1556\" height=\"617\" class=\"wp-image-55576\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-29.jpeg\" alt=\"A graph on a screen\r\n\r\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-29.jpeg 1556w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-29-300x119.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-29-1024x406.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-29-768x305.jpeg 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-29-1536x609.jpeg 1536w\" sizes=\"(max-width: 1556px) 100vw, 1556px\" \/><\/p>\r\n<p style=\"text-align: center;\">(Source: Bloomberg)<\/p>\r\n<h3><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-55577\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-15.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-15.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-15-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\r\n<h3><a id=\"post-55436-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-55578\" title=\"hk\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-16.png\" alt=\"\" width=\"602\" height=\"128\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-16.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-16-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\r\n<h2><a id=\"post-55436-_34eo5yf8y7pj\"><\/a><strong>\u9999\u6e2f\u4ea4\u6613\u53ca\u7ed3\u7b97\u6240 (388 HK)\uff1a\u4e2d\u56fd\u6709\u738b\u724c<\/strong><\/h2>\r\n<ul>\r\n<li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a326\uff0c\u76ee\u6807\u4ef7\uff1a376\uff0c\u6b62\u635f\u4ef7\uff1a301<\/strong><\/li>\r\n<li>\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<\/li>\r\n<li><strong>\u5bf9\u672a\u6765\u4e2d\u56fd\u653f\u7b56\u7684\u9884\u671f\u3002<\/strong>\u4ece11\u67084\u65e5\u523011\u67088\u65e5\uff0c\u4e2d\u56fd\u6700\u9ad8\u7acb\u6cd5\u673a\u6784\u5168\u56fd\u4eba\u6c11\u4ee3\u8868\u5927\u4f1a\u5e38\u52a1\u59d4\u5458\u4f1a\u5c06\u5728\u5317\u4eac\u53ec\u5f00\u4f1a\u8bae\uff0c\u8ba8\u8bba\u4e00\u7cfb\u5217\u5e7f\u6cdb\u7684\u8bae\u9898\u3002\u4e00\u4e2a\u7531\u8457\u540d\u7ecf\u6d4e\u5b66\u5bb6\u5927\u529b\u63d0\u5021\u3001\u6295\u8d44\u8005\u9ad8\u5ea6\u671f\u5f85\u7684\u5927\u89c4\u6a21\u8d22\u653f\u523a\u6fc0\u65b9\u6848\u53ef\u80fd\u662f\u4e00\u4e2a\u5173\u952e\u8bae\u9898\u3002\u6295\u8d44\u8005\u9884\u8ba1\u5317\u4eac\u53ef\u80fd\u4f1a\u572811\u67088\u65e5\u5468\u4e94\u516c\u5e03\u8d22\u653f\u652f\u6301\u7684\u7ec6\u8282\u3002\u6700\u8fd1\uff0c\u8d22\u653f\u90e8\u957f\u84dd\u4f5b\u5b89\u8fd8\u8868\u793a\uff0c\u4e2d\u56fd\u8ba1\u5212\u201c\u5927\u5e45\u589e\u52a0\u201d\u653f\u5e9c\u503a\u52a1\uff0c\u4ee5\u652f\u6301\u6d88\u8d39\u8005\u548c\u9677\u5165\u56f0\u5883\u7684\u623f\u5730\u4ea7\u884c\u4e1a\u3002\u6b64\u5916\uff0c\u6709\u62a5\u9053\u79f0\uff0c\u4e2d\u56fd\u6b63\u5728\u8003\u8651\u4e0b\u5468\u6279\u51c6\u903e10\u4e07\u4ebf\u5143\u4eba\u6c11\u5e01\uff08\u54081.4\u4e07\u4ebf\u7f8e\u5143\uff09\u7684\u65b0\u503a\u53d1\u884c\u3002\u6b64\u4e3e\u65e8\u5728\u89e3\u51b3\u9690\u85cf\u7684\u5730\u65b9\u503a\u52a1\uff0c\u4e3a\u56de\u8d2d\u95f2\u7f6e\u571f\u5730\u63d0\u4f9b\u8d44\u91d1\uff0c\u5e76\u51cf\u5c11\u5927\u91cf\u672a\u552e\u51fa\u623f\u4ea7\u7684\u5e93\u5b58\u3002\u6709\u5173\u8fd9\u4e9b\u63aa\u65bd\u7684\u51b3\u5b9a\u9884\u8ba1\u5c06\u5728\u672c\u5468\u4f1a\u8bae\u7ed3\u675f\u65f6\u4f5c\u51fa\u3002\u6709\u62a5\u9053\u79f0\uff0c\u5168\u56fd\u4eba\u5927\u4f1a\u8bae\u5c06\u6ee1\u8db3\u5e02\u573a\u9884\u671f\uff0c\u8fd9\u8868\u660e\u572811\u67088\u65e5\u7684\u653f\u7b56\u5ba3\u5e03\u540e\uff0c\u9999\u6e2f\u4ea4\u6613\u6240\u7684\u6d41\u52a8\u6027\u548c\u6ce2\u52a8\u6027\u53ef\u80fd\u4f1a\u663e\u8457\u589e\u52a0\u3002<\/li>\r\n<li><strong>\u806a\u660e\u7684\u8d44\u91d1\u518d\u6b21\u62e5\u62b1\u4e2d\u56fd\u3002\u7279\u6717\u666e\u8d62\u5f97\u4e862024\u5e74\u7f8e\u56fd\u5927\u9009\uff0c\u4ed6\u7684\u7ecf\u6d4e\/\u5916\u4ea4\/\u79fb\u6c11\u653f\u7b56\u4f17\u6240\u5468\u77e5\u3002\u7f8e\u56fd\u7684\u76df\u53cb\u5df2\u7ecf\u4e3a\u4e00\u4e2a\u66f4\u52a0\u5b64\u7acb\u7684\u7f8e\u56fd\u505a\u597d\u4e86\u51c6\u5907\uff0c\u73b0\u5728\u53ef\u80fd\u4f1a\u6539\u53d8\u4e00\u4e9b\u9488\u5bf9\u4e2d\u56fd\u7684\u653f\u7b56\u3002\u806a\u660e\u7684\u6295\u8d44\u8005\u4f1a\u9009\u62e9\u80fd\u591f\u63d0\u4f9b\u7a33\u5b9a\u548c\u6301\u7eed\u7684\u5546\u54c1\u548c\u670d\u52a1\u7684\u5168\u9762\u4f9b\u5e94\u94fe\u3002\u56e0\u6b64\uff0c\u4e2d\u56fd\u5e02\u573a\u662f\u5e94\u5bf9\u5373\u5c06\u5230\u6765\u7684\u5168\u7403\u8d38\u6613\u7d27\u5f20\u5c40\u52bf\u7684\u6700\u4f73\u5730\u70b9\u3002<\/strong><\/li>\r\n<li><strong>\u6269\u5927\u4e1a\u52a1\u3002\u6e2f\u4ea4\u6240\u6700\u8fd1\u5ba3\u5e03\u8ba1\u5212\u4e8e2025\u5e74\u5728\u5229\u96c5\u5f97\u5f00\u8bbe\u529e\u4e8b\u5904\uff0c\u4ee5\u52a0\u5f3a\u5176\u5728\u4e2d\u4e1c\u7684\u5f71\u54cd\u529b\u3002\u8be5\u529e\u4e8b\u5904\u5c06\u4f5c\u4e3a\u6218\u7565\u67a2\u7ebd\uff0c\u52a0\u5f3a\u6e2f\u4ea4\u6240\u4e0e\u6d77\u6e7e\u5730\u533a\u7684\u8054\u7cfb\uff0c\u5e76\u4e3a\u5ba2\u6237\u548c\u53d1\u884c\u4eba\u521b\u9020\u673a\u4f1a\u3002\u5229\u96c5\u5f97\u529e\u4e8b\u5904\u4f4d\u4e8e\u6c99\u7279\u963f\u62c9\u4f2f\u7684\u91d1\u878d\u4e2d\u5fc3\uff0c\u5c06\u4f7f\u6e2f\u4ea4\u6240\u80fd\u591f\u4e0e\u4e16\u754c\u4e0a\u6700\u5177\u6d3b\u529b\u7684\u7ecf\u6d4e\u4f53\u4e4b\u4e00\u7684\u6295\u8d44\u8005\u548c\u516c\u53f8\u76f4\u63a5\u63a5\u89e6\uff0c\u652f\u6301\u4ed6\u4eec\u8fdb\u5165\u9999\u6e2f\u7684\u91d1\u878d\u4ea7\u54c1\u751f\u6001\u7cfb\u7edf\u3002\u8fd9\u4e00\u6269\u5f20\u9884\u8ba1\u5c06\u5728\u957f\u671f\u5185\u63d0\u9ad8\u6e2f\u4ea4\u6240\u7684\u4ea4\u6613\u91cf\u548c\u6d41\u52a8\u6027\u3002<\/strong><\/li>\r\n<li><strong>24\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002<\/strong>\u8be5\u516c\u53f8\u7b2c\u4e09\u5b63\u5ea6\u7684\u6536\u5165\u589e\u957f\u81f353.7\u4ebf\u6e2f\u5143\uff0c\u540c\u6bd4\u589e\u957f5.7%\uff0c\u800c23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a50.8\u4ebf\u6e2f\u5143\u3002\u516c\u53f8\u80a1\u4e1c\u5e94\u5360\u5229\u6da6\u4e8e24\u5e74\u7b2c\u4e09\u5b63\u5ea6\u540c\u6bd4\u4e0a\u53476.5%\u81f331.5\u4ebf\u6e2f\u5143\uff0c\u800c23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a29.5\u4ebf\u6e2f\u5143\u300224\u5e74\u7b2c\u4e09\u5b63\u5ea6\u6bcf\u80a1\u57fa\u672c\u6536\u76ca\u5347\u81f32.49\u6e2f\u5143\uff0c\u800c23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a2.33\u6e2f\u5143\u3002<\/li>\r\n<li><strong>\u5e02\u573a\u5171\u8bc6<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-55579\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-17.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-17.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-17-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong><\/li>\r\n<\/ul>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1285\" height=\"575\" class=\"wp-image-55580\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-18.jpeg\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-18.jpeg 1285w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-18-300x134.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-18-1024x458.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-18-768x344.jpeg 768w\" sizes=\"(max-width: 1285px) 100vw, 1285px\" \/><\/p>\r\n<p style=\"text-align: center;\">(Source: Bloomberg)<\/p>\r\n<h3><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-55581\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-19.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-19.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-19-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\r\n<h2><strong>\u7f8e\u56e2 (3690 HK)\uff1a\u5b63\u8282\u6027\u79ef\u6781\u60c5\u7eea<\/strong><\/h2>\r\n<ul>\r\n<li><strong>\u4e70\u5165\u6b62\u635f\uff1a\u4e70\u5165\u4ef7\uff1a200\uff0c\u76ee\u6807\u4ef7\uff1a230\uff0c\u6b62\u635f\u4ef7\uff1a185<\/strong><\/li>\r\n<li>\u7f8e\u56e2\uff08\u539f\u540d\uff1a\u7f8e\u56e2\u70b9\u8bc4\uff09\u662f\u4e00\u5bb6\u4e2d\u56fd\u751f\u6d3b\u670d\u52a1\u7535\u5b50\u5546\u52a1\u5e73\u53f0\u3002\u8be5\u516c\u53f8\u8fde\u63a5\u6d88\u8d39\u8005\u548c\u5546\u5bb6\uff0c\u63d0\u4f9b\u6ee1\u8db3\u4eba\u4eec\u65e5\u5e38\u201c\u5403\u201d\u7684\u9700\u6c42\u7684\u5404\u79cd\u670d\u52a1\u3002\u8be5\u516c\u53f8\u62e5\u6709\u5373\u65f6\u914d\u9001\u670d\u52a1\u54c1\u724c\u201c\u7f8e\u56e2\u5916\u5356\u201d\uff0c\u5e76\u901a\u8fc7\u5176\u79fb\u52a8\u7aef\u63d0\u4f9b\u670d\u52a1\u3002\u8be5\u516c\u53f8\u8fd8\u62e5\u6709\u5171\u4eab\u5355\u8f66\u670d\u52a1\u54c1\u724c\u201c\u6469\u62dc\u5355\u8f66\u201d\u3002<\/li>\r\n<li><strong>\u8d2d\u7269\u65fa\u5b63\u3002\u4e00\u5e74\u4e00\u5ea6\u7684\u201c\u53cc\u5341\u4e00\u201d\u8d2d\u7269\u8282\u5c06\u4e8e\u4e0b\u5468\u5230\u6765\u3002\u4ece\u5b63\u8282\u6027\u7684\u89d2\u5ea6\u6765\u770b\uff0c\u6d88\u8d39\u54c1\u516c\u53f8\u5c24\u5176\u662f\u7535\u5546\u5e73\u53f0\u5c06\u5728\u672c\u6708\u8fdb\u884c\u4fc3\u9500\uff0c\u4ece11\u670811\u65e5\u5f00\u59cb\u7684\u6bcf\u5468\u9500\u552e\u6570\u636e\u523a\u6fc0\u4e86\u6295\u8d44\u8005\u7684\u60c5\u7eea\u3002\u6211\u4eec\u8ba4\u4e3a\uff0c\u968f\u7740\u6700\u8fd1\u623f\u5730\u4ea7\u5e02\u573a\u4ea4\u6613\u91cf\u7684\u6539\u5584\uff0c\u4e2d\u56fd\u7684\u6d88\u8d39\u6b63\u5728\u590d\u82cf\u3002\u4e0b\u5468\uff0c\u4e2d\u56fd\u5c06\u516c\u5e0310\u6708\u4efd\u96f6\u552e\u9500\u552e\u6570\u636e\u548c\u8d37\u6b3e\u589e\u957f\u6570\u636e\u3002<\/strong><\/li>\r\n<li><strong>\u4e0d\u53d7\u8d38\u6613\u7d27\u5f20\u5c40\u52bf\u7684\u5f71\u54cd\u3002\u7279\u6717\u666e\u91cd\u65b0\u5165\u4e3b\u767d\u5bab\uff0c\u5f15\u53d1\u4e86\u5bf9\u5168\u7403\u8d38\u6613\u7d27\u5f20\u5c40\u52bf\u7684\u62c5\u5fe7\u3002\u7136\u800c\uff0c\u7f8e\u56e2\u7684\u8fd0\u8425\u548c\u4e1a\u52a1\u662f100%\u7684\u56fd\u5185\u4e1a\u52a1\u3002\u8be5\u5e73\u53f0\u63d0\u4f9b\u7684\u5546\u54c1\u548c\u670d\u52a1\u4e0d\u53d7\u5173\u7a0e\u5f71\u54cd\uff0c\u53d7\u8fdb\u53e3\u9650\u5236\u7684\u5f71\u54cd\u8f83\u5c0f\u3002<\/strong><\/li>\r\n<li><strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u5ea6\u4e1a\u7ee9\u3002<\/strong>\u603b\u6536\u5165\u540c\u6bd4\u589e\u957f22.9%\uff0c\u81f31,555\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c2023\u5e74\u4e0a\u534a\u5e74\u4e3a1,266\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f107.8%\uff0c\u81f3167\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c2023\u5e74\u4e0a\u534a\u5e74\u4e3a80.5\u4ebf\u5143\u4eba\u6c11\u5e01\u300224\u8d22\u5e74\u4e0a\u534a\u5e74\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4e3a2.70\u5143\uff0c23\u8d22\u5e74\u540c\u671f\u4e3a1.30\u5143\u3002<\/li>\r\n<li><strong>\u5e02\u573a\u5171\u8bc6<\/strong> <img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-55582\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-blue-and-white-rectangular-object-with-numbers-4.png\" alt=\"A blue and white rectangular object with numbers\r\n\r\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-blue-and-white-rectangular-object-with-numbers-4.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-blue-and-white-rectangular-object-with-numbers-4-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/li>\r\n<\/ul>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1285\" height=\"517\" class=\"wp-image-55583\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-white-background-description-automat-6.jpeg\" alt=\"A graph on a white background\r\n\r\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-white-background-description-automat-6.jpeg 1285w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-white-background-description-automat-6-300x121.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-white-background-description-automat-6-1024x412.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-white-background-description-automat-6-768x309.jpeg 768w\" sizes=\"(max-width: 1285px) 100vw, 1285px\" \/><\/p>\r\n<p style=\"text-align: center;\">(Source: Bloomberg)<\/p>\r\n<p><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-55584\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-22.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-22.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-22-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/p>\r\n<h3><a id=\"post-55436-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-55585\" title=\"us\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-23.png\" alt=\"\" width=\"827\" height=\"105\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-23.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-23-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-23-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\r\n<h3><strong>L3\u54c8\u91cc\u65af\u79d1\u6280(LHX US)\uff1a\u4fdd\u536b\u56fd\u5bb6<\/strong><\/h3>\r\n<ul>\r\n<li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a250\uff0c\u76ee\u6807\u4ef7\uff1a280\uff0c\u6b62\u635f\u4ef7\uff1a235<\/strong><\/li>\r\n<li>L3\u54c8\u91cc\u65af\u79d1\u6280\u662f\u4e00\u5bb6\u822a\u7a7a\u822a\u5929\u548c\u56fd\u9632\u6280\u672f\u521b\u65b0\u8005\u3002\u8be5\u516c\u53f8\u8bbe\u8ba1\u3001\u5f00\u53d1\u548c\u5236\u9020\u65e0\u7ebf\u7535\u901a\u4fe1\u4ea7\u54c1\u548c\u7cfb\u7edf\uff0c\u5305\u62ec\u5355\u901a\u9053\u5730\u9762\u548c\u673a\u8f7d\u65e0\u7ebf\u7535\u7cfb\u7edf\u3002L3\u54c8\u91cc\u65af\u79d1\u6280\u5728\u7a7a\u4e2d\u3001\u9646\u5730\u3001\u6d77\u6d0b\u3001\u592a\u7a7a\u548c\u7f51\u7edc\u9886\u57df\u63d0\u4f9b\u5148\u8fdb\u7684\u56fd\u9632\u548c\u5546\u4e1a\u6280\u672f\u3002<\/li>\r\n<li><strong>\u5b50\u516c\u53f8\u7684\u51fa\u552e\u3002<\/strong>11\u67084\u65e5\uff0cL3Harris\u4e0eBWX Technologies\u7b7e\u7f72\u4e86\u4e00\u9879\u534f\u8bae\uff0c\u4ee5\u7ea61\u4ebf\u7f8e\u5143\u7684\u4ef7\u683c\u51fa\u552e\u5176Aerojet orance Tennessee\uff0c Inc.\uff08A.O.T.\uff09\u4e1a\u52a1\uff0c\u4ea4\u6613\u9884\u8ba1\u5c06\u5728\u5e74\u5e95\u5b8c\u6210\u3002\u6b64\u6b21\u8d44\u4ea7\u5265\u79bb\u5c06\u7b80\u5316L3Harris\u7684\u8fd0\u8425\uff0c\u4f7f\u5176\u66f4\u4e13\u6ce8\u4e8e\u6838\u5fc3\u4e1a\u52a1\u90e8\u95e8\uff0c\u5e76\u5c06\u8d44\u672c\u5206\u914d\u7ed9\u5176\u6838\u5fc3\u4e1a\u52a1\u90e8\u95e8\uff0c\u4ee5\u63a8\u52a8\u6536\u5165\u589e\u957f\u3002<\/li>\r\n<li><strong>\u56fd\u9632\u4ea7\u54c1\u9700\u6c42\u589e\u52a0\u3002<\/strong>\u5168\u7403\u5bf9\u706b\u7bad\u53d1\u52a8\u673a\u7684\u9700\u6c42\u5df2\u7ecf\u4e0a\u5347\uff0c\u56e0\u4e3a\u519b\u65b9\u9884\u8ba1\u672a\u6765\u7684\u51b2\u7a81\u9700\u8981\u66f4\u5927\u7684\u7cbe\u786e\u706b\u529b\u5e93\u5b58\u300215\u4e2a\u6708\u524d\u88abL3Harris\u6536\u8d2d\uff0cAerojet Rocketdyne\u662f\u4e94\u89d2\u5927\u697c\u4ec5\u6709\u7684\u4e24\u5bb6\u4e3b\u8981\u56fa\u4f53\u71c3\u6599\u706b\u7bad\u53d1\u52a8\u673a\u4f9b\u5e94\u5546\u4e4b\u4e00\uff0c\u81ea\u88ab\u6536\u8d2d\u4ee5\u6765\uff0c\u5b83\u5df2\u7ecf\u63a8\u52a8\u4e86\u706b\u7bad\u53d1\u52a8\u673a\u90e8\u95e8\u8bbe\u65bd\u548c\u6d41\u7a0b\u7684\u5b9e\u8d28\u6027\u6539\u8fdb\uff0c\u89e3\u51b3\u4e86\u591a\u5e74\u6765\u6295\u8d44\u4e0d\u8db3\u548c\u4ea4\u4ed8\u5ef6\u8fdf\u7684\u95ee\u9898\u3002\u968f\u7740\u7f8e\u56fd\u7b49\u56fd\u5bb6\u5bfb\u6c42\u5efa\u7acb\u6218\u672f\u5bfc\u5f39\u5e93\u5b58\u4ee5\u5a01\u6151\u6f5c\u5728\u5a01\u80c1\uff0cL3Harris\u7684\u4e1a\u52a1\u5904\u4e8e\u6709\u5229\u5730\u4f4d\uff0c\u53ef\u4ee5\u5229\u7528\u8fd9\u4e00\u4e0d\u65ad\u589e\u957f\u7684\u9700\u6c42\u3002<\/li>\r\n<li><strong>\u4e0ePalantir\u5efa\u7acb\u6218\u7565\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u3002<\/strong>L3Harris\u516c\u53f8\u4e0ePalantir\u516c\u53f8\u5408\u4f5c\uff0c\u5c06Palantir\u516c\u53f8\u7684\u4eba\u5de5\u667a\u80fd\u5e73\u53f0\uff08AIP\uff09\u4e0eL3Harris\u516c\u53f8\u7684\u4f20\u611f\u5668\u548c\u8f6f\u4ef6\u7cfb\u7edf\u76f8\u7ed3\u5408\uff0c\u5171\u540c\u63a8\u8fdb\u56fd\u9632\u6280\u672f\u7684\u53d1\u5c55\u3002\u8be5\u5408\u4f5c\u652f\u6301\u7f8e\u56fd\u9646\u519b\u7684\u8ba1\u5212\uff0c\u5305\u62ecTITAN\u548c\u7edf\u4e00\u7f51\u7edc\u6218\u7565\uff0c\u5e76\u4fc3\u8fdbL3Harris\u7684\u5185\u90e8\u6570\u5b57\u5316\u8f6c\u578b\u3002\u5728\u6700\u8fd1\u7684\u6d4b\u8bd5\u4e2d\uff0cPalantir\u7684\u4f20\u611f\u5668\u63a8\u65ad\u5e73\u53f0\uff08SIP\uff09\u4e0eL3Harris\u7684WESCAM MX-20\u7cfb\u7edf\u96c6\u6210\uff0c\u589e\u5f3a\u4e86\u76ee\u6807\u8bc6\u522b\u548c\u6001\u52bf\u611f\u77e5\uff0c\u540c\u65f6\u51cf\u5c11\u4e86\u64cd\u4f5c\u5458\u7684\u5de5\u4f5c\u91cf\u3002\u8fd9\u4e00\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u589e\u5f3a\u4e86L3Harris\u901a\u8fc7\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u89e3\u51b3\u65b9\u6848\u7684\u80fd\u529b\uff0c\u52a0\u5f3a\u4e86\u5176\u5728\u56fd\u9632\u9886\u57df\u7684\u7ade\u4e89\u5730\u4f4d\uff0c\u5e76\u5728\u5546\u4e1a\u9886\u57df\u5f00\u8f9f\u4e86\u6f5c\u5728\u7684\u589e\u957f\u673a\u4f1a\u3002<\/li>\r\n<li><strong>24\u8d22\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u3002<\/strong>\u6536\u5165\u540c\u6bd4\u589e\u957f7.7%\u81f353\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f2,000\u4e07\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca3.34\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.08\u7f8e\u5143\u3002<\/li>\r\n<li><strong>\u5e02\u573a\u5171\u8bc6<\/strong><\/li>\r\n<\/ul>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-55586\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-blue-and-white-rectangular-box-with-numbers-des-13.png\" alt=\"A blue and white rectangular box with numbers\r\n\r\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-blue-and-white-rectangular-box-with-numbers-des-13.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-blue-and-white-rectangular-box-with-numbers-des-13-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/p>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1285\" height=\"517\" class=\"wp-image-55587\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-30.jpeg\" alt=\"A graph on a screen\r\n\r\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-30.jpeg 1285w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-30-300x121.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-30-1024x412.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-30-768x309.jpeg 768w\" sizes=\"(max-width: 1285px) 100vw, 1285px\" \/><\/p>\r\n<p style=\"text-align: center;\">(Source: Bloomberg)<\/p>\r\n<h3><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" class=\"wp-image-55588\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-long-line-of-a-flag-description-automatically-g-14.png\" alt=\"A long line of a flag\r\n\r\nDescription automatically generated with medium confidence\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-long-line-of-a-flag-description-automatically-g-14.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-long-line-of-a-flag-description-automatically-g-14-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-long-line-of-a-flag-description-automatically-g-14-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\r\n<h3><strong>Spotify Technology S.A.(SPOT US)\uff1a\u5f3a\u8005\u6052\u5f3a<\/strong><\/h3>\r\n<ul>\r\n<li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a380\uff0c\u76ee\u6807\u4ef7\uff1a420\uff0c\u6b62\u635f\u4ef7\uff1a360<\/strong><\/li>\r\n<li>Spotify Technology S.A. \u53ca\u5176\u5b50\u516c\u53f8\u5728\u5168\u7403\u63d0\u4f9b\u97f3\u8baf\u4e32\u6d41\u8ba2\u9605\u670d\u52a1\u3002\u5b83\u900f\u8fc7\u4e24\u4e2a\u4e1a\u52a1\u677f\u5757\u8fd0\u4f5c\uff1a\u4ed8\u8d39\u8ba2\u9605\u548c\u5e7f\u544a\u652f\u63f4\u3002<\/li>\r\n<li><strong>\u97f3\u4e50\u6d41\u5a92\u4f53\u5e73\u53f0\u9f99\u5934\u3002<\/strong>\u622a\u6b6224\u5e74\u7b2c\u4e8c\u5b63\uff0c\u516c\u53f8\u6bcf\u6708\u6d3b\u8dc3\u7528\u6237\u6570\u7ee7\u7eed\u521b\u5386\u53f2\u65b0\u9ad8\uff0c\u8fbe6.25\u4ebf\u4eba\u3002\u5176\u4e2d\u5e7f\u544a\u652f\u6301\u6bcf\u6708\u6d3b\u8dc3\u7528\u6237\u6570\u53ca\u4ed8\u8d39\u7528\u6237\u6570\u7686\u4e3a\u5386\u53f2\u65b0\u9ad8\uff0c\u5206\u522b\u4e3a3.93\u4ebf\u4eba\u548c2.46\u4ebf\u4eba\u3002\u6309\u7167\u5168\u7403\u7ea67.13\u4ebf\u4eba\u4f7f\u7528\u97f3\u4e50\u6d41\u5a92\u4f53\u670d\u52a1\u8ba1\u7b97\uff0cSpotify\u7684\u5e02\u573a\u4efd\u989d\u4e3a31.7%\uff0c\u6392\u540d\u7b2c\u4e00\u3002\u516c\u53f8\u7684\u6bcf\u7528\u6237\u6536\u5165\u5728\u7b2c\u4e8c\u5b63\u4e3a4.62\u6b27\u5143\uff0c\u5386\u53f2\u5cf0\u503c\u4e3a4.63\u6b27\u5143\u3002<\/li>\r\n<li><strong>\u81ea\u5a92\u4f53\u53d7\u4f17\u7fa4\u4f53\u6269\u5927\uff0c\u5e26\u52a8\u64ad\u5ba2\u589e\u957f\u3002<\/strong>\u4f20\u7edf\u5a92\u4f53\u6709\u5173\u672c\u5c4a\u7f8e\u56fd\u5927\u9009\u7684\u62a5\u9053\u3001\u8bbf\u95ee\u53ca\u8bc4\u8bba\u906d\u5230\u5927\u4f17\u7684\u8d28\u7591\u3002\u6700\u8fd1\u300a\u534e\u76db\u987f\u90ae\u62a5\u300b\u4e00\u7bc7\u8bc4\u8bba\u300a\u6b8b\u9177\u7684\u4e8b\u5b9e\uff1a\u7f8e\u56fd\u4eba\u4e0d\u76f8\u4fe1\u65b0\u95fb\u5a92\u4f53\u300b\u4ee5\u53ca\u5176\u9000\u8ba2\u4eba\u6570\u4e0a\u5347\u81f320\u4e07\u4eba\u53cd\u6620\u7f8e\u56fd\u6c11\u4f17\u5bf9\u4e3b\u6d41\u5a92\u4f53\u7684\u538c\u6076\u3002\u76f8\u53cd\u8fd1\u671f\u7279\u6717\u666e\u4f5c\u5ba2Joe Rogan\u8bbf\u8c08\u8282\u76ee\uff0c24\u5c0f\u65f6\u5185\u6536\u542c\u548c\u6536\u770b\u4eba\u6570\u8fbe2,600\u4e07\u4eba\uff0c\u53cd\u6620\u64ad\u5ba2\u5728\u53d7\u6b22\u8fce\u7a0b\u5ea6\u65e5\u76ca\u589e\u957f\u3002\u622a\u6b62\u7b2c\u4e8c\u5b63Spotify\u670925\u4e07\u6761\u64ad\u5ba2\u89c6\u9891\uff0c\u800c2023\u5e74\u5e74\u672b\u65f6\u53ea\u670910\u4e07\u6761\uff1b\u8d85\u8fc71.7\u4ebf\u7528\u6237\u6536\u770b\u516c\u53f8\u7684\u89c6\u9891\u64ad\u5ba2\u3002<\/li>\r\n<li><strong>\u5229\u7528\u4eba\u5de5\u667a\u80fd\u3002<\/strong>\u516c\u53f8\u91c7\u7528\u4eba\u5de5\u667a\u80fd\u6a21\u578b\u6765\u63a8\u8350\u7528\u6237\u97f3\u4e50\u3001\u64ad\u5ba2\u3001\u64ad\u653e\u5217\u8868\u53ca\u5176\u4ed6\u5185\u5bb9\u3002\u57282023\u5e74\u516c\u53f8\u6839\u636e\u5176\u4eba\u5de5\u667a\u80fd\u6a21\u578b\u63a8\u51fa\u64ad\u5ba2\u58f0\u97f3\u7ffb\u8bd1\u529f\u80fd\u3002\u8be5\u6a21\u578b\u7684\u53d1\u5c55\u65e5\u76ca\u5f3a\u5927\uff0c\u65e2\u80fd\u589e\u5f3a\u516c\u53f8\u7ade\u4e89\u4f18\u52bf\uff0c\u53c8\u80fd\u589e\u52a0\u7528\u6237\u7c98\u5ea6\u3002<\/li>\r\n<li><strong>24\u8d22\u5e74\u7b2c\u4e8c\u5b63\u4e1a\u7ee9\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u589e\u52a020.2%\u81f338.1\u4ebf\u6b27\u5143\u3002\u57fa\u672c\u6bcf\u80a1\u76c8\u5229\u4e3a1.37\u4ebf\u6b27\u5143\uff0c\u800c23\u5e74\u540c\u671f\u4e3a1.55\u4ebf\u6b27\u5143\u4e8f\u635f\u3002\u516c\u53f8\u9884\u671f\u7b2c\u4e09\u5b63\u8425\u6536\u4e3a4\u4ebf\u6b27\u5143\uff0c\u603b\u6bcf\u6708\u6d3b\u8dc3\u7528\u6237\u6570\u4e3a6.39\u4ebf\u4eba\u3002<\/li>\r\n<li><strong>\u5e02\u573a\u5171\u8bc6<\/strong><\/li>\r\n<\/ul>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-55589\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-blue-and-white-rectangular-box-with-numbers-des-14.png\" alt=\"A blue and white rectangular box with numbers\r\n\r\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-blue-and-white-rectangular-box-with-numbers-des-14.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-blue-and-white-rectangular-box-with-numbers-des-14-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/p>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1556\" height=\"617\" class=\"wp-image-55590\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-31.jpeg\" alt=\"A graph on a screen\r\n\r\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-31.jpeg 1556w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-31-300x119.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-31-1024x406.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-31-768x305.jpeg 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-31-1536x609.jpeg 1536w\" sizes=\"(max-width: 1556px) 100vw, 1556px\" \/><\/p>\r\n<p style=\"text-align: center;\">(Source: Bloomberg)<\/p>\r\n<p style=\"text-align: right;\"><a href=\"#top\">^ Back To Top<\/a><\/p>\r\n<h3><a id=\"post-55436-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-55591\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-29.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-29.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-29-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/h3>\r\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-55592\" title=\"td\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-30.png\" alt=\"\" width=\"618\" height=\"128\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-30.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55436-30-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/p>\r\n<p><strong>Trading Dashboard Update: <\/strong>Take profit on China Hongqiao Group Ltd (1378 HK) at HK$14.1. Add Hong Kong Exchanges and Clearing Ltd (388 HK) at HK$326. Stop loss on Lenovo Group Ltd (992 HK) at HK$10.0, Tianjin Pharmaceutical Da Ren Tang Group (TIAN SP) at S$2.3 and Xinyi Solar Holdings Ltd (968 HK) at HK$3.55.<\/p>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"477\" class=\"wp-image-55593\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-computer-screen-description-aut-15.png\" alt=\"A screenshot of a computer screen\r\n\r\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-computer-screen-description-aut-15.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-computer-screen-description-aut-15-300x152.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-computer-screen-description-aut-15-768x388.png 768w\" sizes=\"(max-width: 943px) 100vw, 943px\" \/><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image\"><a href=\"https:\/\/t.me\/kgisg\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-15031\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/word-image-69.png\" alt=\"\" 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>\r\n\r\n\r\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 \u00a0 \u661f\u5c55\u96c6\u56e2 (DBS SP)\uff1a\u65b0\u52a0\u5761\u7684\u7279\u6717\u666e\u4ea4\u6613 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a41.0\uff0c\u76ee\u6807\u4ef7\uff1a45.0\uff0c\u6b62\u635f\u4ef7\uff1a39.0 \u661f\u5c55\u96c6\u56e2\u63a7\u80a1\u6709\u9650\u516c\u53f8\u53ca\u5176\u9644\u5c5e\u516c\u53f8\u63d0\u4f9b\u5404\u79cd\u91d1\u878d\u670d\u52a1\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u7684\u670d\u52a1\u5305\u62ec\u62b5\u62bc\u8d37\u6b3e\u878d\u8d44\u3001\u79df\u8d41\u548c\u79df\u8d41\u8d2d\u4e70\u878d\u8d44\u3001\u59d4\u6258\u548c\u53d7\u6258\u4eba\u3001\u57fa\u91d1\u7ba1\u7406\u3001\u4f01\u4e1a\u54a8\u8be2\u548c\u7ecf\u7eaa\u3002\u661f\u5c55\u96c6\u56e2\u8fd8\u62c5\u4efb\u65b0\u52a0\u5761\u653f\u5e9c\u8bc1\u5238\u7684\u4e00\u7ea7\u4ea4\u6613\u5546\u3002 \u5b63\u5ea6\u5229\u6da6\u521b\u5386\u53f2\u65b0\u9ad8\u3002\u661f\u5c55\u94f6\u884c\u516c\u5e03\uff0c\u5728\u5f3a\u52b2\u7684\u8d22\u5bcc\u7ba1\u7406\u8d39\u7528\u548c\u4ea4\u6613\u6536\u5165\u7684\u63a8\u52a8\u4e0b\uff0c\u8be5\u516c\u53f8\u7b2c\u4e09\u5b63\u5ea6\u51c0\u5229\u6da6\u8fbe\u5230\u521b\u7eaa\u5f55\u768430.3\u4ebf\u65b0\u5143\u3002\u8be5\u884c\u5ba3\u5e03\u4e86\u4e00\u987930\u4ebf\u65b0\u5143\u7684\u80a1\u7968\u56de\u8d2d\u8ba1\u5212\uff0c\u8fd9\u5c06\u63d0\u9ad8\u5176\u6bcf\u80a1\u6536\u76ca\u548c\u80a1\u672c\u56de\u62a5\u7387\u3002\u5c3d\u7ba1\u4eba\u4eec\u62c5\u5fc3\u5728\u521b\u7eaa\u5f55\u9ad8\u4f4d\u56de\u8d2d\u80a1\u7968\uff0c\u4f46\u8be5\u884c\u9996\u5e2d\u6267\u884c\u5b98\u5f3a\u8c03\uff0c\u56de\u8d2d\u65f6\u673a\u5c06\u662f\u8c28\u614e\u7684\uff0c\u5e76\u5c06\u57fa\u4e8e\u8be5\u884c\u7684\u57fa\u672c\u9762\u3002\u661f\u5c55\u94f6\u884c\u9884\u8ba1\uff0c2025\u5e74\u7684\u7a0e\u524d\u5229\u6da6\u5c06\u4fdd\u6301\u57282024\u5e74\u7684\u6c34\u5e73\u5de6\u53f3\uff0c\u4f46\u5982\u679c\u5510\u7eb3\u5fb7\u2022\u7279\u6717\u666e\uff08Donald Trump\uff09\u653f\u5e9c\u7ef4\u6301\u7d27\u7f29\u7684\u8d27\u5e01\u653f\u7b56\uff0c\u5b83\u4e5f\u770b\u5230\u4e86\u6f5c\u5728\u7684\u4e0a\u884c\u7a7a\u95f4\u3002\u65b0\u52a0\u5761\u5373\u5c06\u5b9e\u884c\u768415%\u7684\u5168\u7403\u6700\u4f4e\u516c\u53f8\u7a0e\u9884\u8ba1\u5c06\u5f71\u54cd\u51c0\u5229\u6da6\uff0c\u800c\u5176\u975e\u5229\u606f\u6536\u5165\u9884\u8ba1\u660e\u5e74\u5c06\u4ee5\u9ad8\u4e2a\u4f4d\u6570\u589e\u957f\u3002\u6b64\u5916\uff0c\u5b83\u8fd8\u5ba3\u5e03\u4e86\u6bcf\u80a10.54\u65b0\u5143\u7684\u5b63\u5ea6\u80a1\u606f\u3002\u6211\u4eec\u9884\u8ba1\u672c\u5b63\u5ea6\u5176\u8d22\u5bcc\u7ba1\u7406\u548c\u4ea4\u6613\u4e1a\u52a1\u90e8\u95e8\u5c06\u7ee7\u7eed\u4fdd\u6301\u589e\u957f\u52bf\u5934\uff0c\u63a8\u52a8\u6536\u76ca\u8fdb\u4e00\u6b65\u589e\u957f\uff0c\u5e76\u652f\u6301\u80a1\u7968\u56de\u8d2d\u8ba1\u5212\u3002 \u661f\u5c55\u96c6\u56e2\u4ef7\u683c\u6bd4\u8f83(\u76ee\u524d\u4e0e2016\u5e74\u7279\u6717\u666e\u8d62\u5f97\u603b\u7edf\u540e) (Source: Bloomberg) \u53d7\u76ca\u4e8e\u7279\u6717\u666e\u7684\u80dc\u5229\u3002\u661f\u5c55\u96c6\u56e2\u9884\u8ba1\uff0c\u5f53\u9009\u603b\u7edf\u5510\u7eb3\u5fb7\u00b7\u7279\u6717\u666e\u80dc\u51fa\u53ef\u80fd\u5e26\u6765\u597d\u5904\uff0c\u56e0\u4e3a\u4ed6\u7684\u901a\u80c0\u653f\u7b56\uff0c\u5982\u5f81\u6536\u5173\u7a0e\u548c\u964d\u4f4e\u7a0e\u7387\uff0c\u53ef\u80fd\u4f1a\u5bfc\u81f4\u8d27\u5e01\u653f\u7b56\u6536\u7d27\u3002\u8fd9\u5c06\u6709\u52a9\u4e8e\u661f\u5c55\u94f6\u884c\u63d0\u9ad8\u5176\u51c0\u606f\u5dee\uff0c\u5e76\u652f\u6301\u5176\u56fa\u5b9a\u8d44\u4ea7\u7ec4\u5408\u7684\u91cd\u65b0\u5b9a\u4ef7\u3002 24\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u56de\u987e\u3002\u7b2c\u4e09\u5b63\u5ea6\u603b\u6536\u5165\u589e\u957f11%\uff0c\u8fbe\u523057.5\u4ebf\u65b0\u5143\uff0c\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f15%\uff0c\u9996\u6b21\u8d85\u8fc730\u4ebf\u65b0\u5143\u3002\u661f\u5c55\u96c6\u56e2\u5ba3\u5e03\u4e86\u4e00\u9879\u65b0\u768430\u4ebf\u65b0\u5143\u80a1\u7968\u56de\u8d2d\u8ba1\u5212\uff0c\u5e76\u5ba3\u5e03\u5c06\u4e8e11\u670825\u65e5\u5de6\u53f3\u6d3e\u53d1\u6bcf\u80a10.54\u65b0\u5143\u7684\u7b2c\u4e09\u5b63\u5ea6\u80a1\u606f\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u76ca\u8d44\u6e90 (FR SP)\uff1a\u68d5\u6988\u6cb9\u4ef7\u683c\u521b\u4e24\u5e74\u6765\u65b0\u9ad8 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.48\uff0c\u76ee\u6807\u4ef7\uff1a1.60\uff0c\u6b62\u635f\u4ef7\uff1a1.42 \u76ca\u8d44\u6e90\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 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\u7c97\u68d5\u6988\u6cb9\u4ef7\u683c (Source: Bloomberg) 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\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 \u5bf9\u672a\u6765\u4e2d\u56fd\u653f\u7b56\u7684\u9884\u671f\u3002\u4ece11\u67084\u65e5\u523011\u67088\u65e5\uff0c\u4e2d\u56fd\u6700\u9ad8\u7acb\u6cd5\u673a\u6784\u5168\u56fd\u4eba\u6c11\u4ee3\u8868\u5927\u4f1a\u5e38\u52a1\u59d4\u5458\u4f1a\u5c06\u5728\u5317\u4eac\u53ec\u5f00\u4f1a\u8bae\uff0c\u8ba8\u8bba\u4e00\u7cfb\u5217\u5e7f\u6cdb\u7684\u8bae\u9898\u3002\u4e00\u4e2a\u7531\u8457\u540d\u7ecf\u6d4e\u5b66\u5bb6\u5927\u529b\u63d0\u5021\u3001\u6295\u8d44\u8005\u9ad8\u5ea6\u671f\u5f85\u7684\u5927\u89c4\u6a21\u8d22\u653f\u523a\u6fc0\u65b9\u6848\u53ef\u80fd\u662f\u4e00\u4e2a\u5173\u952e\u8bae\u9898\u3002\u6295\u8d44\u8005\u9884\u8ba1\u5317\u4eac\u53ef\u80fd\u4f1a\u572811\u67088\u65e5\u5468\u4e94\u516c\u5e03\u8d22\u653f\u652f\u6301\u7684\u7ec6\u8282\u3002\u6700\u8fd1\uff0c\u8d22\u653f\u90e8\u957f\u84dd\u4f5b\u5b89\u8fd8\u8868\u793a\uff0c\u4e2d\u56fd\u8ba1\u5212\u201c\u5927\u5e45\u589e\u52a0\u201d\u653f\u5e9c\u503a\u52a1\uff0c\u4ee5\u652f\u6301\u6d88\u8d39\u8005\u548c\u9677\u5165\u56f0\u5883\u7684\u623f\u5730\u4ea7\u884c\u4e1a\u3002\u6b64\u5916\uff0c\u6709\u62a5\u9053\u79f0\uff0c\u4e2d\u56fd\u6b63\u5728\u8003\u8651\u4e0b\u5468\u6279\u51c6\u903e10\u4e07\u4ebf\u5143\u4eba\u6c11\u5e01\uff08\u54081.4\u4e07\u4ebf\u7f8e\u5143\uff09\u7684\u65b0\u503a\u53d1\u884c\u3002\u6b64\u4e3e\u65e8\u5728\u89e3\u51b3\u9690\u85cf\u7684\u5730\u65b9\u503a\u52a1\uff0c\u4e3a\u56de\u8d2d\u95f2\u7f6e\u571f\u5730\u63d0\u4f9b\u8d44\u91d1\uff0c\u5e76\u51cf\u5c11\u5927\u91cf\u672a\u552e\u51fa\u623f\u4ea7\u7684\u5e93\u5b58\u3002\u6709\u5173\u8fd9\u4e9b\u63aa\u65bd\u7684\u51b3\u5b9a\u9884\u8ba1\u5c06\u5728\u672c\u5468\u4f1a\u8bae\u7ed3\u675f\u65f6\u4f5c\u51fa\u3002\u6709\u62a5\u9053\u79f0\uff0c\u5168\u56fd\u4eba\u5927\u4f1a\u8bae\u5c06\u6ee1\u8db3\u5e02\u573a\u9884\u671f\uff0c\u8fd9\u8868\u660e\u572811\u67088\u65e5\u7684\u653f\u7b56\u5ba3\u5e03\u540e\uff0c\u9999\u6e2f\u4ea4\u6613\u6240\u7684\u6d41\u52a8\u6027\u548c\u6ce2\u52a8\u6027\u53ef\u80fd\u4f1a\u663e\u8457\u589e\u52a0\u3002 \u806a\u660e\u7684\u8d44\u91d1\u518d\u6b21\u62e5\u62b1\u4e2d\u56fd\u3002\u7279\u6717\u666e\u8d62\u5f97\u4e862024\u5e74\u7f8e\u56fd\u5927\u9009\uff0c\u4ed6\u7684\u7ecf\u6d4e\/\u5916\u4ea4\/\u79fb\u6c11\u653f\u7b56\u4f17\u6240\u5468\u77e5\u3002\u7f8e\u56fd\u7684\u76df\u53cb\u5df2\u7ecf\u4e3a\u4e00\u4e2a\u66f4\u52a0\u5b64\u7acb\u7684\u7f8e\u56fd\u505a\u597d\u4e86\u51c6\u5907\uff0c\u73b0\u5728\u53ef\u80fd\u4f1a\u6539\u53d8\u4e00\u4e9b\u9488\u5bf9\u4e2d\u56fd\u7684\u653f\u7b56\u3002\u806a\u660e\u7684\u6295\u8d44\u8005\u4f1a\u9009\u62e9\u80fd\u591f\u63d0\u4f9b\u7a33\u5b9a\u548c\u6301\u7eed\u7684\u5546\u54c1\u548c\u670d\u52a1\u7684\u5168\u9762\u4f9b\u5e94\u94fe\u3002\u56e0\u6b64\uff0c\u4e2d\u56fd\u5e02\u573a\u662f\u5e94\u5bf9\u5373\u5c06\u5230\u6765\u7684\u5168\u7403\u8d38\u6613\u7d27\u5f20\u5c40\u52bf\u7684\u6700\u4f73\u5730\u70b9\u3002 \u6269\u5927\u4e1a\u52a1\u3002\u6e2f\u4ea4\u6240\u6700\u8fd1\u5ba3\u5e03\u8ba1\u5212\u4e8e2025\u5e74\u5728\u5229\u96c5\u5f97\u5f00\u8bbe\u529e\u4e8b\u5904\uff0c\u4ee5\u52a0\u5f3a\u5176\u5728\u4e2d\u4e1c\u7684\u5f71\u54cd\u529b\u3002\u8be5\u529e\u4e8b\u5904\u5c06\u4f5c\u4e3a\u6218\u7565\u67a2\u7ebd\uff0c\u52a0\u5f3a\u6e2f\u4ea4\u6240\u4e0e\u6d77\u6e7e\u5730\u533a\u7684\u8054\u7cfb\uff0c\u5e76\u4e3a\u5ba2\u6237\u548c\u53d1\u884c\u4eba\u521b\u9020\u673a\u4f1a\u3002\u5229\u96c5\u5f97\u529e\u4e8b\u5904\u4f4d\u4e8e\u6c99\u7279\u963f\u62c9\u4f2f\u7684\u91d1\u878d\u4e2d\u5fc3\uff0c\u5c06\u4f7f\u6e2f\u4ea4\u6240\u80fd\u591f\u4e0e\u4e16\u754c\u4e0a\u6700\u5177\u6d3b\u529b\u7684\u7ecf\u6d4e\u4f53\u4e4b\u4e00\u7684\u6295\u8d44\u8005\u548c\u516c\u53f8\u76f4\u63a5\u63a5\u89e6\uff0c\u652f\u6301\u4ed6\u4eec\u8fdb\u5165\u9999\u6e2f\u7684\u91d1\u878d\u4ea7\u54c1\u751f\u6001\u7cfb\u7edf\u3002\u8fd9\u4e00\u6269\u5f20\u9884\u8ba1\u5c06\u5728\u957f\u671f\u5185\u63d0\u9ad8\u6e2f\u4ea4\u6240\u7684\u4ea4\u6613\u91cf\u548c\u6d41\u52a8\u6027\u3002\" \/>\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-08-nov-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\u5e7411\u670808\u65e5: \u661f\u5c55\u96c6\u56e2 (DBS SP), \u9999\u6e2f\u4ea4\u6613\u53ca\u7ed3\u7b97\u6240 (388 HK), L3\u54c8\u91cc\u65af\u79d1\u6280(LHX 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 \u661f\u5c55\u96c6\u56e2 (DBS SP)\uff1a\u65b0\u52a0\u5761\u7684\u7279\u6717\u666e\u4ea4\u6613 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a41.0\uff0c\u76ee\u6807\u4ef7\uff1a45.0\uff0c\u6b62\u635f\u4ef7\uff1a39.0 \u661f\u5c55\u96c6\u56e2\u63a7\u80a1\u6709\u9650\u516c\u53f8\u53ca\u5176\u9644\u5c5e\u516c\u53f8\u63d0\u4f9b\u5404\u79cd\u91d1\u878d\u670d\u52a1\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u7684\u670d\u52a1\u5305\u62ec\u62b5\u62bc\u8d37\u6b3e\u878d\u8d44\u3001\u79df\u8d41\u548c\u79df\u8d41\u8d2d\u4e70\u878d\u8d44\u3001\u59d4\u6258\u548c\u53d7\u6258\u4eba\u3001\u57fa\u91d1\u7ba1\u7406\u3001\u4f01\u4e1a\u54a8\u8be2\u548c\u7ecf\u7eaa\u3002\u661f\u5c55\u96c6\u56e2\u8fd8\u62c5\u4efb\u65b0\u52a0\u5761\u653f\u5e9c\u8bc1\u5238\u7684\u4e00\u7ea7\u4ea4\u6613\u5546\u3002 \u5b63\u5ea6\u5229\u6da6\u521b\u5386\u53f2\u65b0\u9ad8\u3002\u661f\u5c55\u94f6\u884c\u516c\u5e03\uff0c\u5728\u5f3a\u52b2\u7684\u8d22\u5bcc\u7ba1\u7406\u8d39\u7528\u548c\u4ea4\u6613\u6536\u5165\u7684\u63a8\u52a8\u4e0b\uff0c\u8be5\u516c\u53f8\u7b2c\u4e09\u5b63\u5ea6\u51c0\u5229\u6da6\u8fbe\u5230\u521b\u7eaa\u5f55\u768430.3\u4ebf\u65b0\u5143\u3002\u8be5\u884c\u5ba3\u5e03\u4e86\u4e00\u987930\u4ebf\u65b0\u5143\u7684\u80a1\u7968\u56de\u8d2d\u8ba1\u5212\uff0c\u8fd9\u5c06\u63d0\u9ad8\u5176\u6bcf\u80a1\u6536\u76ca\u548c\u80a1\u672c\u56de\u62a5\u7387\u3002\u5c3d\u7ba1\u4eba\u4eec\u62c5\u5fc3\u5728\u521b\u7eaa\u5f55\u9ad8\u4f4d\u56de\u8d2d\u80a1\u7968\uff0c\u4f46\u8be5\u884c\u9996\u5e2d\u6267\u884c\u5b98\u5f3a\u8c03\uff0c\u56de\u8d2d\u65f6\u673a\u5c06\u662f\u8c28\u614e\u7684\uff0c\u5e76\u5c06\u57fa\u4e8e\u8be5\u884c\u7684\u57fa\u672c\u9762\u3002\u661f\u5c55\u94f6\u884c\u9884\u8ba1\uff0c2025\u5e74\u7684\u7a0e\u524d\u5229\u6da6\u5c06\u4fdd\u6301\u57282024\u5e74\u7684\u6c34\u5e73\u5de6\u53f3\uff0c\u4f46\u5982\u679c\u5510\u7eb3\u5fb7\u2022\u7279\u6717\u666e\uff08Donald Trump\uff09\u653f\u5e9c\u7ef4\u6301\u7d27\u7f29\u7684\u8d27\u5e01\u653f\u7b56\uff0c\u5b83\u4e5f\u770b\u5230\u4e86\u6f5c\u5728\u7684\u4e0a\u884c\u7a7a\u95f4\u3002\u65b0\u52a0\u5761\u5373\u5c06\u5b9e\u884c\u768415%\u7684\u5168\u7403\u6700\u4f4e\u516c\u53f8\u7a0e\u9884\u8ba1\u5c06\u5f71\u54cd\u51c0\u5229\u6da6\uff0c\u800c\u5176\u975e\u5229\u606f\u6536\u5165\u9884\u8ba1\u660e\u5e74\u5c06\u4ee5\u9ad8\u4e2a\u4f4d\u6570\u589e\u957f\u3002\u6b64\u5916\uff0c\u5b83\u8fd8\u5ba3\u5e03\u4e86\u6bcf\u80a10.54\u65b0\u5143\u7684\u5b63\u5ea6\u80a1\u606f\u3002\u6211\u4eec\u9884\u8ba1\u672c\u5b63\u5ea6\u5176\u8d22\u5bcc\u7ba1\u7406\u548c\u4ea4\u6613\u4e1a\u52a1\u90e8\u95e8\u5c06\u7ee7\u7eed\u4fdd\u6301\u589e\u957f\u52bf\u5934\uff0c\u63a8\u52a8\u6536\u76ca\u8fdb\u4e00\u6b65\u589e\u957f\uff0c\u5e76\u652f\u6301\u80a1\u7968\u56de\u8d2d\u8ba1\u5212\u3002 \u661f\u5c55\u96c6\u56e2\u4ef7\u683c\u6bd4\u8f83(\u76ee\u524d\u4e0e2016\u5e74\u7279\u6717\u666e\u8d62\u5f97\u603b\u7edf\u540e) (Source: Bloomberg) \u53d7\u76ca\u4e8e\u7279\u6717\u666e\u7684\u80dc\u5229\u3002\u661f\u5c55\u96c6\u56e2\u9884\u8ba1\uff0c\u5f53\u9009\u603b\u7edf\u5510\u7eb3\u5fb7\u00b7\u7279\u6717\u666e\u80dc\u51fa\u53ef\u80fd\u5e26\u6765\u597d\u5904\uff0c\u56e0\u4e3a\u4ed6\u7684\u901a\u80c0\u653f\u7b56\uff0c\u5982\u5f81\u6536\u5173\u7a0e\u548c\u964d\u4f4e\u7a0e\u7387\uff0c\u53ef\u80fd\u4f1a\u5bfc\u81f4\u8d27\u5e01\u653f\u7b56\u6536\u7d27\u3002\u8fd9\u5c06\u6709\u52a9\u4e8e\u661f\u5c55\u94f6\u884c\u63d0\u9ad8\u5176\u51c0\u606f\u5dee\uff0c\u5e76\u652f\u6301\u5176\u56fa\u5b9a\u8d44\u4ea7\u7ec4\u5408\u7684\u91cd\u65b0\u5b9a\u4ef7\u3002 24\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u56de\u987e\u3002\u7b2c\u4e09\u5b63\u5ea6\u603b\u6536\u5165\u589e\u957f11%\uff0c\u8fbe\u523057.5\u4ebf\u65b0\u5143\uff0c\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f15%\uff0c\u9996\u6b21\u8d85\u8fc730\u4ebf\u65b0\u5143\u3002\u661f\u5c55\u96c6\u56e2\u5ba3\u5e03\u4e86\u4e00\u9879\u65b0\u768430\u4ebf\u65b0\u5143\u80a1\u7968\u56de\u8d2d\u8ba1\u5212\uff0c\u5e76\u5ba3\u5e03\u5c06\u4e8e11\u670825\u65e5\u5de6\u53f3\u6d3e\u53d1\u6bcf\u80a10.54\u65b0\u5143\u7684\u7b2c\u4e09\u5b63\u5ea6\u80a1\u606f\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u76ca\u8d44\u6e90 (FR SP)\uff1a\u68d5\u6988\u6cb9\u4ef7\u683c\u521b\u4e24\u5e74\u6765\u65b0\u9ad8 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.48\uff0c\u76ee\u6807\u4ef7\uff1a1.60\uff0c\u6b62\u635f\u4ef7\uff1a1.42 \u76ca\u8d44\u6e90\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\u4ef7\u683c\u98d9\u5347\u81f3\u4e24\u5e74\u9ad8\u70b9\u3002\u68d5\u6988\u6cb9\u4ef7\u683c\u8fde\u7eed3\u5929\u66b4\u6da8\uff0c\u5728\u9700\u6c42\u65fa\u76db\u548c\u4f9b\u5e94\u7d27\u5f20\u7684\u60c5\u51b5\u4e0b\uff0c\u8fbe\u5230\u4e862\u5e74\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002\u7531\u4e8e\u5bf9\u5370\u5ea6\u3001\u4e2d\u56fd\u548c\u6b27\u76df\u7684\u51fa\u53e3\u589e\u52a0\uff0c\u5168\u7403\u7b2c\u4e8c\u5927\u68d5\u6988\u6cb9\u751f\u4ea7\u56fd\u9a6c\u6765\u897f\u4e9a10\u6708\u4efd\u7684\u51fa\u53e3\u589e\u957f\u4e8611%\u3002\u539f\u6cb9\u4ef7\u683c\u4e0a\u6da8\u4e5f\u63d0\u632f\u4e86\u68d5\u6988\u6cb9\u4f5c\u4e3a\u751f\u7269\u71c3\u6599\u539f\u6599\u7684\u9700\u6c42\u3002\u5370\u5c3c\u8ba1\u5212\u660e\u5e74\u63d0\u9ad8\u68d5\u6988\u6cb9\u5728\u751f\u7269\u71c3\u6599\u4e2d\u7684\u4f7f\u7528\uff0c\u9884\u8ba1\u5c06\u5e26\u6765\u989d\u5916\u9700\u6c42\u3002\u4f9b\u5e94\u65b9\u9762\u7684\u6311\u6218\uff08\u90e8\u5206\u539f\u56e0\u662f\u68d5\u6988\u6811\u8001\u5316\uff09\u5df2\u63a8\u52a8\u68d5\u6988\u6cb9\u4ef7\u683c\u4eca\u5e74\u4e0a\u6da8\u903e30%\u3002\u4e13\u5bb6\u9884\u8ba1\uff0c\u5728\u5b63\u8282\u6027\u6d88\u8d39\u3001\u6709\u9650\u4f9b\u5e94\u548c\u751f\u7269\u67f4\u6cb9\u9700\u6c42\u7684\u652f\u6301\u4e0b\uff0c\u8fd9\u79cd\u53cd\u5f39\u53ef\u80fd\u4f1a\u6301\u7eed\u52302025\u5e74\u7b2c\u4e00\u5b63\u5ea6\u3002\u8fd9\u79cd\u4ef7\u683c\u4e0a\u6da8\u6709\u5229\u4e8e\u68d5\u6988\u6cb9\u751f\u4ea7\u5546\u5982\u76ca\u8d44\u6e90\u3002 \u7c97\u68d5\u6988\u6cb9\u4ef7\u683c (Source: Bloomberg) \u6cf0\u56fd\u7981\u6b62\u68d5\u6988\u6cb9\u51fa\u53e3\u3002\u7531\u4e8e\u5e72\u65f1\u548c\u690d\u7269\u75c5\u5bb3\u5bfc\u81f4\u4ea7\u91cf\u51cf\u5c11\uff0c\u6cf0\u56fd\u56fd\u5185\u8d38\u6613\u90e8\u6682\u65f6\u7981\u6b62\u539f\u68d5\u6988\u6cb9\u51fa\u53e3\uff0c\u76ee\u7684\u662f\u7a33\u5b9a\u5f53\u5730\u4ef7\u683c\u5e76\u4fdd\u6301\u5145\u8db3\u7684\u5e93\u5b58\u3002\u8be5\u7981\u4ee4\u9884\u8ba1\u5c06\u6301\u7eed\u523012\u6708\uff0c\u65e8\u5728\u4fdd\u62a4\u6d88\u8d39\u8005\u548c\u519c\u6c11\u514d\u53d7\u4ef7\u683c\u98d9\u5347\u7684\u5f71\u54cd\u3002\u7531\u4e8e\u68d5\u6988\u6cb9\u5e93\u5b58\u8d85\u8fc720\u4e07\u5428\uff0c\u884c\u4e1a\u534f\u4f1a\u5df2\u540c\u610f\u505c\u6b62\u51fa\u53e3\uff0c\u5e76\u57282025\u5e741\u6708\u4e4b\u524d\u4fdd\u6301\u4ef7\u683c\u7a33\u5b9a\u3002\u96f6\u552e\u5546\u548c\u6279\u53d1\u5546\u8fd8\u627f\u8bfa\u7ef4\u6301\u5408\u7406\u7684\u74f6\u88c5\u68d5\u6988\u6cb9\u4ef7\u683c\uff0c\u8fdd\u89c4\u8005\u53ef\u80fd\u53d7\u5230\u7f5a\u6b3e\u6216\u76d1\u7981\u7b49\u60e9\u7f5a\u3002\u8fd9\u4e00\u7981\u4ee4\u5c06\u5bfc\u81f4\u68d5\u6988\u6cb9\u4f9b\u5e94\u51cf\u5c11\uff0c\u8fd9\u5c06\u7ee7\u7eed\u63a8\u9ad8\u4ef7\u683c\u3002 2024\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u30022024\u4e0a\u534a\u5e74\u603b\u6536\u5165\u540c\u6bd4\u589e\u957f1.9%\uff0c\u8fbe\u52304.572\u4ebf\u7f8e\u5143\uff0c\u800c2023\u5e74\u540c\u671f\u4e3a4.488\u4ebf\u7f8e\u5143\u3002\u6536\u5165\u589e\u957f\u4e3b\u8981\u662f\u7531\u4e8e\u751f\u4ea7\u91cf\u8f83\u53bb\u5e74\u540c\u671f\u6709\u6240\u589e\u52a0\uff0c\u90e8\u5206\u88ab\u7b2c\u4e09\u65b9\u91c7\u8d2d\u7684\u68d5\u6988\u6cb9\u4ea7\u54c1\u7528\u4e8e\u52a0\u5de5\u548c\u9500\u552e\u7684\u51cf\u5c11\u6240\u62b5\u6d88\u3002\u51c0\u5229\u6da6\u4e3a1.039\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f45.4%\uff0c\u8425\u4e1a\u5229\u6da6\u540c\u6bd4\u589e\u957f48.9%\uff0c\u8fbe\u52301.435\u4ebf\u7f8e\u5143\uff0c\u8fd9\u5f97\u76ca\u4e8e\u751f\u4ea7\u91cf\u589e\u52a0\u548c\u52a0\u5de5\u5229\u6da6\u7387\u6539\u5584\u3002\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4ece2023\u5e74\u4e0a\u534a\u5e74\u76844.56\u7f8e\u5206\u63d0\u9ad8\u81f32024\u5e74\u4e0a\u534a\u5e74\u76846.67\u7f8e\u5206\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u9999\u6e2f\u4ea4\u6613\u53ca\u7ed3\u7b97\u6240 (388 HK)\uff1a\u4e2d\u56fd\u6709\u738b\u724c \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a326\uff0c\u76ee\u6807\u4ef7\uff1a376\uff0c\u6b62\u635f\u4ef7\uff1a301 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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 \u5bf9\u672a\u6765\u4e2d\u56fd\u653f\u7b56\u7684\u9884\u671f\u3002\u4ece11\u67084\u65e5\u523011\u67088\u65e5\uff0c\u4e2d\u56fd\u6700\u9ad8\u7acb\u6cd5\u673a\u6784\u5168\u56fd\u4eba\u6c11\u4ee3\u8868\u5927\u4f1a\u5e38\u52a1\u59d4\u5458\u4f1a\u5c06\u5728\u5317\u4eac\u53ec\u5f00\u4f1a\u8bae\uff0c\u8ba8\u8bba\u4e00\u7cfb\u5217\u5e7f\u6cdb\u7684\u8bae\u9898\u3002\u4e00\u4e2a\u7531\u8457\u540d\u7ecf\u6d4e\u5b66\u5bb6\u5927\u529b\u63d0\u5021\u3001\u6295\u8d44\u8005\u9ad8\u5ea6\u671f\u5f85\u7684\u5927\u89c4\u6a21\u8d22\u653f\u523a\u6fc0\u65b9\u6848\u53ef\u80fd\u662f\u4e00\u4e2a\u5173\u952e\u8bae\u9898\u3002\u6295\u8d44\u8005\u9884\u8ba1\u5317\u4eac\u53ef\u80fd\u4f1a\u572811\u67088\u65e5\u5468\u4e94\u516c\u5e03\u8d22\u653f\u652f\u6301\u7684\u7ec6\u8282\u3002\u6700\u8fd1\uff0c\u8d22\u653f\u90e8\u957f\u84dd\u4f5b\u5b89\u8fd8\u8868\u793a\uff0c\u4e2d\u56fd\u8ba1\u5212\u201c\u5927\u5e45\u589e\u52a0\u201d\u653f\u5e9c\u503a\u52a1\uff0c\u4ee5\u652f\u6301\u6d88\u8d39\u8005\u548c\u9677\u5165\u56f0\u5883\u7684\u623f\u5730\u4ea7\u884c\u4e1a\u3002\u6b64\u5916\uff0c\u6709\u62a5\u9053\u79f0\uff0c\u4e2d\u56fd\u6b63\u5728\u8003\u8651\u4e0b\u5468\u6279\u51c6\u903e10\u4e07\u4ebf\u5143\u4eba\u6c11\u5e01\uff08\u54081.4\u4e07\u4ebf\u7f8e\u5143\uff09\u7684\u65b0\u503a\u53d1\u884c\u3002\u6b64\u4e3e\u65e8\u5728\u89e3\u51b3\u9690\u85cf\u7684\u5730\u65b9\u503a\u52a1\uff0c\u4e3a\u56de\u8d2d\u95f2\u7f6e\u571f\u5730\u63d0\u4f9b\u8d44\u91d1\uff0c\u5e76\u51cf\u5c11\u5927\u91cf\u672a\u552e\u51fa\u623f\u4ea7\u7684\u5e93\u5b58\u3002\u6709\u5173\u8fd9\u4e9b\u63aa\u65bd\u7684\u51b3\u5b9a\u9884\u8ba1\u5c06\u5728\u672c\u5468\u4f1a\u8bae\u7ed3\u675f\u65f6\u4f5c\u51fa\u3002\u6709\u62a5\u9053\u79f0\uff0c\u5168\u56fd\u4eba\u5927\u4f1a\u8bae\u5c06\u6ee1\u8db3\u5e02\u573a\u9884\u671f\uff0c\u8fd9\u8868\u660e\u572811\u67088\u65e5\u7684\u653f\u7b56\u5ba3\u5e03\u540e\uff0c\u9999\u6e2f\u4ea4\u6613\u6240\u7684\u6d41\u52a8\u6027\u548c\u6ce2\u52a8\u6027\u53ef\u80fd\u4f1a\u663e\u8457\u589e\u52a0\u3002 \u806a\u660e\u7684\u8d44\u91d1\u518d\u6b21\u62e5\u62b1\u4e2d\u56fd\u3002\u7279\u6717\u666e\u8d62\u5f97\u4e862024\u5e74\u7f8e\u56fd\u5927\u9009\uff0c\u4ed6\u7684\u7ecf\u6d4e\/\u5916\u4ea4\/\u79fb\u6c11\u653f\u7b56\u4f17\u6240\u5468\u77e5\u3002\u7f8e\u56fd\u7684\u76df\u53cb\u5df2\u7ecf\u4e3a\u4e00\u4e2a\u66f4\u52a0\u5b64\u7acb\u7684\u7f8e\u56fd\u505a\u597d\u4e86\u51c6\u5907\uff0c\u73b0\u5728\u53ef\u80fd\u4f1a\u6539\u53d8\u4e00\u4e9b\u9488\u5bf9\u4e2d\u56fd\u7684\u653f\u7b56\u3002\u806a\u660e\u7684\u6295\u8d44\u8005\u4f1a\u9009\u62e9\u80fd\u591f\u63d0\u4f9b\u7a33\u5b9a\u548c\u6301\u7eed\u7684\u5546\u54c1\u548c\u670d\u52a1\u7684\u5168\u9762\u4f9b\u5e94\u94fe\u3002\u56e0\u6b64\uff0c\u4e2d\u56fd\u5e02\u573a\u662f\u5e94\u5bf9\u5373\u5c06\u5230\u6765\u7684\u5168\u7403\u8d38\u6613\u7d27\u5f20\u5c40\u52bf\u7684\u6700\u4f73\u5730\u70b9\u3002 \u6269\u5927\u4e1a\u52a1\u3002\u6e2f\u4ea4\u6240\u6700\u8fd1\u5ba3\u5e03\u8ba1\u5212\u4e8e2025\u5e74\u5728\u5229\u96c5\u5f97\u5f00\u8bbe\u529e\u4e8b\u5904\uff0c\u4ee5\u52a0\u5f3a\u5176\u5728\u4e2d\u4e1c\u7684\u5f71\u54cd\u529b\u3002\u8be5\u529e\u4e8b\u5904\u5c06\u4f5c\u4e3a\u6218\u7565\u67a2\u7ebd\uff0c\u52a0\u5f3a\u6e2f\u4ea4\u6240\u4e0e\u6d77\u6e7e\u5730\u533a\u7684\u8054\u7cfb\uff0c\u5e76\u4e3a\u5ba2\u6237\u548c\u53d1\u884c\u4eba\u521b\u9020\u673a\u4f1a\u3002\u5229\u96c5\u5f97\u529e\u4e8b\u5904\u4f4d\u4e8e\u6c99\u7279\u963f\u62c9\u4f2f\u7684\u91d1\u878d\u4e2d\u5fc3\uff0c\u5c06\u4f7f\u6e2f\u4ea4\u6240\u80fd\u591f\u4e0e\u4e16\u754c\u4e0a\u6700\u5177\u6d3b\u529b\u7684\u7ecf\u6d4e\u4f53\u4e4b\u4e00\u7684\u6295\u8d44\u8005\u548c\u516c\u53f8\u76f4\u63a5\u63a5\u89e6\uff0c\u652f\u6301\u4ed6\u4eec\u8fdb\u5165\u9999\u6e2f\u7684\u91d1\u878d\u4ea7\u54c1\u751f\u6001\u7cfb\u7edf\u3002\u8fd9\u4e00\u6269\u5f20\u9884\u8ba1\u5c06\u5728\u957f\u671f\u5185\u63d0\u9ad8\u6e2f\u4ea4\u6240\u7684\u4ea4\u6613\u91cf\u548c\u6d41\u52a8\u6027\u3002\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-08-nov-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=\"2024-11-08T00:25:26+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2024-11-08T03:18:26+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2024\u5e7411\u670808\u65e5: \u661f\u5c55\u96c6\u56e2 (DBS SP), \u9999\u6e2f\u4ea4\u6613\u53ca\u7ed3\u7b97\u6240 (388 HK), L3\u54c8\u91cc\u65af\u79d1\u6280(LHX 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 \u661f\u5c55\u96c6\u56e2 (DBS SP)\uff1a\u65b0\u52a0\u5761\u7684\u7279\u6717\u666e\u4ea4\u6613 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a41.0\uff0c\u76ee\u6807\u4ef7\uff1a45.0\uff0c\u6b62\u635f\u4ef7\uff1a39.0 \u661f\u5c55\u96c6\u56e2\u63a7\u80a1\u6709\u9650\u516c\u53f8\u53ca\u5176\u9644\u5c5e\u516c\u53f8\u63d0\u4f9b\u5404\u79cd\u91d1\u878d\u670d\u52a1\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u7684\u670d\u52a1\u5305\u62ec\u62b5\u62bc\u8d37\u6b3e\u878d\u8d44\u3001\u79df\u8d41\u548c\u79df\u8d41\u8d2d\u4e70\u878d\u8d44\u3001\u59d4\u6258\u548c\u53d7\u6258\u4eba\u3001\u57fa\u91d1\u7ba1\u7406\u3001\u4f01\u4e1a\u54a8\u8be2\u548c\u7ecf\u7eaa\u3002\u661f\u5c55\u96c6\u56e2\u8fd8\u62c5\u4efb\u65b0\u52a0\u5761\u653f\u5e9c\u8bc1\u5238\u7684\u4e00\u7ea7\u4ea4\u6613\u5546\u3002 \u5b63\u5ea6\u5229\u6da6\u521b\u5386\u53f2\u65b0\u9ad8\u3002\u661f\u5c55\u94f6\u884c\u516c\u5e03\uff0c\u5728\u5f3a\u52b2\u7684\u8d22\u5bcc\u7ba1\u7406\u8d39\u7528\u548c\u4ea4\u6613\u6536\u5165\u7684\u63a8\u52a8\u4e0b\uff0c\u8be5\u516c\u53f8\u7b2c\u4e09\u5b63\u5ea6\u51c0\u5229\u6da6\u8fbe\u5230\u521b\u7eaa\u5f55\u768430.3\u4ebf\u65b0\u5143\u3002\u8be5\u884c\u5ba3\u5e03\u4e86\u4e00\u987930\u4ebf\u65b0\u5143\u7684\u80a1\u7968\u56de\u8d2d\u8ba1\u5212\uff0c\u8fd9\u5c06\u63d0\u9ad8\u5176\u6bcf\u80a1\u6536\u76ca\u548c\u80a1\u672c\u56de\u62a5\u7387\u3002\u5c3d\u7ba1\u4eba\u4eec\u62c5\u5fc3\u5728\u521b\u7eaa\u5f55\u9ad8\u4f4d\u56de\u8d2d\u80a1\u7968\uff0c\u4f46\u8be5\u884c\u9996\u5e2d\u6267\u884c\u5b98\u5f3a\u8c03\uff0c\u56de\u8d2d\u65f6\u673a\u5c06\u662f\u8c28\u614e\u7684\uff0c\u5e76\u5c06\u57fa\u4e8e\u8be5\u884c\u7684\u57fa\u672c\u9762\u3002\u661f\u5c55\u94f6\u884c\u9884\u8ba1\uff0c2025\u5e74\u7684\u7a0e\u524d\u5229\u6da6\u5c06\u4fdd\u6301\u57282024\u5e74\u7684\u6c34\u5e73\u5de6\u53f3\uff0c\u4f46\u5982\u679c\u5510\u7eb3\u5fb7\u2022\u7279\u6717\u666e\uff08Donald Trump\uff09\u653f\u5e9c\u7ef4\u6301\u7d27\u7f29\u7684\u8d27\u5e01\u653f\u7b56\uff0c\u5b83\u4e5f\u770b\u5230\u4e86\u6f5c\u5728\u7684\u4e0a\u884c\u7a7a\u95f4\u3002\u65b0\u52a0\u5761\u5373\u5c06\u5b9e\u884c\u768415%\u7684\u5168\u7403\u6700\u4f4e\u516c\u53f8\u7a0e\u9884\u8ba1\u5c06\u5f71\u54cd\u51c0\u5229\u6da6\uff0c\u800c\u5176\u975e\u5229\u606f\u6536\u5165\u9884\u8ba1\u660e\u5e74\u5c06\u4ee5\u9ad8\u4e2a\u4f4d\u6570\u589e\u957f\u3002\u6b64\u5916\uff0c\u5b83\u8fd8\u5ba3\u5e03\u4e86\u6bcf\u80a10.54\u65b0\u5143\u7684\u5b63\u5ea6\u80a1\u606f\u3002\u6211\u4eec\u9884\u8ba1\u672c\u5b63\u5ea6\u5176\u8d22\u5bcc\u7ba1\u7406\u548c\u4ea4\u6613\u4e1a\u52a1\u90e8\u95e8\u5c06\u7ee7\u7eed\u4fdd\u6301\u589e\u957f\u52bf\u5934\uff0c\u63a8\u52a8\u6536\u76ca\u8fdb\u4e00\u6b65\u589e\u957f\uff0c\u5e76\u652f\u6301\u80a1\u7968\u56de\u8d2d\u8ba1\u5212\u3002 \u661f\u5c55\u96c6\u56e2\u4ef7\u683c\u6bd4\u8f83(\u76ee\u524d\u4e0e2016\u5e74\u7279\u6717\u666e\u8d62\u5f97\u603b\u7edf\u540e) (Source: Bloomberg) \u53d7\u76ca\u4e8e\u7279\u6717\u666e\u7684\u80dc\u5229\u3002\u661f\u5c55\u96c6\u56e2\u9884\u8ba1\uff0c\u5f53\u9009\u603b\u7edf\u5510\u7eb3\u5fb7\u00b7\u7279\u6717\u666e\u80dc\u51fa\u53ef\u80fd\u5e26\u6765\u597d\u5904\uff0c\u56e0\u4e3a\u4ed6\u7684\u901a\u80c0\u653f\u7b56\uff0c\u5982\u5f81\u6536\u5173\u7a0e\u548c\u964d\u4f4e\u7a0e\u7387\uff0c\u53ef\u80fd\u4f1a\u5bfc\u81f4\u8d27\u5e01\u653f\u7b56\u6536\u7d27\u3002\u8fd9\u5c06\u6709\u52a9\u4e8e\u661f\u5c55\u94f6\u884c\u63d0\u9ad8\u5176\u51c0\u606f\u5dee\uff0c\u5e76\u652f\u6301\u5176\u56fa\u5b9a\u8d44\u4ea7\u7ec4\u5408\u7684\u91cd\u65b0\u5b9a\u4ef7\u3002 24\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u56de\u987e\u3002\u7b2c\u4e09\u5b63\u5ea6\u603b\u6536\u5165\u589e\u957f11%\uff0c\u8fbe\u523057.5\u4ebf\u65b0\u5143\uff0c\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f15%\uff0c\u9996\u6b21\u8d85\u8fc730\u4ebf\u65b0\u5143\u3002\u661f\u5c55\u96c6\u56e2\u5ba3\u5e03\u4e86\u4e00\u9879\u65b0\u768430\u4ebf\u65b0\u5143\u80a1\u7968\u56de\u8d2d\u8ba1\u5212\uff0c\u5e76\u5ba3\u5e03\u5c06\u4e8e11\u670825\u65e5\u5de6\u53f3\u6d3e\u53d1\u6bcf\u80a10.54\u65b0\u5143\u7684\u7b2c\u4e09\u5b63\u5ea6\u80a1\u606f\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u76ca\u8d44\u6e90 (FR SP)\uff1a\u68d5\u6988\u6cb9\u4ef7\u683c\u521b\u4e24\u5e74\u6765\u65b0\u9ad8 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.48\uff0c\u76ee\u6807\u4ef7\uff1a1.60\uff0c\u6b62\u635f\u4ef7\uff1a1.42 \u76ca\u8d44\u6e90\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\u4ef7\u683c\u98d9\u5347\u81f3\u4e24\u5e74\u9ad8\u70b9\u3002\u68d5\u6988\u6cb9\u4ef7\u683c\u8fde\u7eed3\u5929\u66b4\u6da8\uff0c\u5728\u9700\u6c42\u65fa\u76db\u548c\u4f9b\u5e94\u7d27\u5f20\u7684\u60c5\u51b5\u4e0b\uff0c\u8fbe\u5230\u4e862\u5e74\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002\u7531\u4e8e\u5bf9\u5370\u5ea6\u3001\u4e2d\u56fd\u548c\u6b27\u76df\u7684\u51fa\u53e3\u589e\u52a0\uff0c\u5168\u7403\u7b2c\u4e8c\u5927\u68d5\u6988\u6cb9\u751f\u4ea7\u56fd\u9a6c\u6765\u897f\u4e9a10\u6708\u4efd\u7684\u51fa\u53e3\u589e\u957f\u4e8611%\u3002\u539f\u6cb9\u4ef7\u683c\u4e0a\u6da8\u4e5f\u63d0\u632f\u4e86\u68d5\u6988\u6cb9\u4f5c\u4e3a\u751f\u7269\u71c3\u6599\u539f\u6599\u7684\u9700\u6c42\u3002\u5370\u5c3c\u8ba1\u5212\u660e\u5e74\u63d0\u9ad8\u68d5\u6988\u6cb9\u5728\u751f\u7269\u71c3\u6599\u4e2d\u7684\u4f7f\u7528\uff0c\u9884\u8ba1\u5c06\u5e26\u6765\u989d\u5916\u9700\u6c42\u3002\u4f9b\u5e94\u65b9\u9762\u7684\u6311\u6218\uff08\u90e8\u5206\u539f\u56e0\u662f\u68d5\u6988\u6811\u8001\u5316\uff09\u5df2\u63a8\u52a8\u68d5\u6988\u6cb9\u4ef7\u683c\u4eca\u5e74\u4e0a\u6da8\u903e30%\u3002\u4e13\u5bb6\u9884\u8ba1\uff0c\u5728\u5b63\u8282\u6027\u6d88\u8d39\u3001\u6709\u9650\u4f9b\u5e94\u548c\u751f\u7269\u67f4\u6cb9\u9700\u6c42\u7684\u652f\u6301\u4e0b\uff0c\u8fd9\u79cd\u53cd\u5f39\u53ef\u80fd\u4f1a\u6301\u7eed\u52302025\u5e74\u7b2c\u4e00\u5b63\u5ea6\u3002\u8fd9\u79cd\u4ef7\u683c\u4e0a\u6da8\u6709\u5229\u4e8e\u68d5\u6988\u6cb9\u751f\u4ea7\u5546\u5982\u76ca\u8d44\u6e90\u3002 \u7c97\u68d5\u6988\u6cb9\u4ef7\u683c (Source: Bloomberg) 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2024\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u30022024\u4e0a\u534a\u5e74\u603b\u6536\u5165\u540c\u6bd4\u589e\u957f1.9%\uff0c\u8fbe\u52304.572\u4ebf\u7f8e\u5143\uff0c\u800c2023\u5e74\u540c\u671f\u4e3a4.488\u4ebf\u7f8e\u5143\u3002\u6536\u5165\u589e\u957f\u4e3b\u8981\u662f\u7531\u4e8e\u751f\u4ea7\u91cf\u8f83\u53bb\u5e74\u540c\u671f\u6709\u6240\u589e\u52a0\uff0c\u90e8\u5206\u88ab\u7b2c\u4e09\u65b9\u91c7\u8d2d\u7684\u68d5\u6988\u6cb9\u4ea7\u54c1\u7528\u4e8e\u52a0\u5de5\u548c\u9500\u552e\u7684\u51cf\u5c11\u6240\u62b5\u6d88\u3002\u51c0\u5229\u6da6\u4e3a1.039\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f45.4%\uff0c\u8425\u4e1a\u5229\u6da6\u540c\u6bd4\u589e\u957f48.9%\uff0c\u8fbe\u52301.435\u4ebf\u7f8e\u5143\uff0c\u8fd9\u5f97\u76ca\u4e8e\u751f\u4ea7\u91cf\u589e\u52a0\u548c\u52a0\u5de5\u5229\u6da6\u7387\u6539\u5584\u3002\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4ece2023\u5e74\u4e0a\u534a\u5e74\u76844.56\u7f8e\u5206\u63d0\u9ad8\u81f32024\u5e74\u4e0a\u534a\u5e74\u76846.67\u7f8e\u5206\u3002 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Trump\\uff09\\u653f\\u5e9c\\u7ef4\\u6301\\u7d27\\u7f29\\u7684\\u8d27\\u5e01\\u653f\\u7b56\\uff0c\\u5b83\\u4e5f\\u770b\\u5230\\u4e86\\u6f5c\\u5728\\u7684\\u4e0a\\u884c\\u7a7a\\u95f4\\u3002\\u65b0\\u52a0\\u5761\\u5373\\u5c06\\u5b9e\\u884c\\u768415%\\u7684\\u5168\\u7403\\u6700\\u4f4e\\u516c\\u53f8\\u7a0e\\u9884\\u8ba1\\u5c06\\u5f71\\u54cd\\u51c0\\u5229\\u6da6\\uff0c\\u800c\\u5176\\u975e\\u5229\\u606f\\u6536\\u5165\\u9884\\u8ba1\\u660e\\u5e74\\u5c06\\u4ee5\\u9ad8\\u4e2a\\u4f4d\\u6570\\u589e\\u957f\\u3002\\u6b64\\u5916\\uff0c\\u5b83\\u8fd8\\u5ba3\\u5e03\\u4e86\\u6bcf\\u80a10.54\\u65b0\\u5143\\u7684\\u5b63\\u5ea6\\u80a1\\u606f\\u3002\\u6211\\u4eec\\u9884\\u8ba1\\u672c\\u5b63\\u5ea6\\u5176\\u8d22\\u5bcc\\u7ba1\\u7406\\u548c\\u4ea4\\u6613\\u4e1a\\u52a1\\u90e8\\u95e8\\u5c06\\u7ee7\\u7eed\\u4fdd\\u6301\\u589e\\u957f\\u52bf\\u5934\\uff0c\\u63a8\\u52a8\\u6536\\u76ca\\u8fdb\\u4e00\\u6b65\\u589e\\u957f\\uff0c\\u5e76\\u652f\\u6301\\u80a1\\u7968\\u56de\\u8d2d\\u8ba1\\u5212\\u3002 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\\u7c97\\u68d5\\u6988\\u6cb9\\u4ef7\\u683c (Source: Bloomberg) 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Trump\uff09\u653f\u5e9c\u7ef4\u6301\u7d27\u7f29\u7684\u8d27\u5e01\u653f\u7b56\uff0c\u5b83\u4e5f\u770b\u5230\u4e86\u6f5c\u5728\u7684\u4e0a\u884c\u7a7a\u95f4\u3002\u65b0\u52a0\u5761\u5373\u5c06\u5b9e\u884c\u768415%\u7684\u5168\u7403\u6700\u4f4e\u516c\u53f8\u7a0e\u9884\u8ba1\u5c06\u5f71\u54cd\u51c0\u5229\u6da6\uff0c\u800c\u5176\u975e\u5229\u606f\u6536\u5165\u9884\u8ba1\u660e\u5e74\u5c06\u4ee5\u9ad8\u4e2a\u4f4d\u6570\u589e\u957f\u3002\u6b64\u5916\uff0c\u5b83\u8fd8\u5ba3\u5e03\u4e86\u6bcf\u80a10.54\u65b0\u5143\u7684\u5b63\u5ea6\u80a1\u606f\u3002\u6211\u4eec\u9884\u8ba1\u672c\u5b63\u5ea6\u5176\u8d22\u5bcc\u7ba1\u7406\u548c\u4ea4\u6613\u4e1a\u52a1\u90e8\u95e8\u5c06\u7ee7\u7eed\u4fdd\u6301\u589e\u957f\u52bf\u5934\uff0c\u63a8\u52a8\u6536\u76ca\u8fdb\u4e00\u6b65\u589e\u957f\uff0c\u5e76\u652f\u6301\u80a1\u7968\u56de\u8d2d\u8ba1\u5212\u3002 \u661f\u5c55\u96c6\u56e2\u4ef7\u683c\u6bd4\u8f83(\u76ee\u524d\u4e0e2016\u5e74\u7279\u6717\u666e\u8d62\u5f97\u603b\u7edf\u540e) (Source: Bloomberg) \u53d7\u76ca\u4e8e\u7279\u6717\u666e\u7684\u80dc\u5229\u3002\u661f\u5c55\u96c6\u56e2\u9884\u8ba1\uff0c\u5f53\u9009\u603b\u7edf\u5510\u7eb3\u5fb7\u00b7\u7279\u6717\u666e\u80dc\u51fa\u53ef\u80fd\u5e26\u6765\u597d\u5904\uff0c\u56e0\u4e3a\u4ed6\u7684\u901a\u80c0\u653f\u7b56\uff0c\u5982\u5f81\u6536\u5173\u7a0e\u548c\u964d\u4f4e\u7a0e\u7387\uff0c\u53ef\u80fd\u4f1a\u5bfc\u81f4\u8d27\u5e01\u653f\u7b56\u6536\u7d27\u3002\u8fd9\u5c06\u6709\u52a9\u4e8e\u661f\u5c55\u94f6\u884c\u63d0\u9ad8\u5176\u51c0\u606f\u5dee\uff0c\u5e76\u652f\u6301\u5176\u56fa\u5b9a\u8d44\u4ea7\u7ec4\u5408\u7684\u91cd\u65b0\u5b9a\u4ef7\u3002 24\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u56de\u987e\u3002\u7b2c\u4e09\u5b63\u5ea6\u603b\u6536\u5165\u589e\u957f11%\uff0c\u8fbe\u523057.5\u4ebf\u65b0\u5143\uff0c\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f15%\uff0c\u9996\u6b21\u8d85\u8fc730\u4ebf\u65b0\u5143\u3002\u661f\u5c55\u96c6\u56e2\u5ba3\u5e03\u4e86\u4e00\u9879\u65b0\u768430\u4ebf\u65b0\u5143\u80a1\u7968\u56de\u8d2d\u8ba1\u5212\uff0c\u5e76\u5ba3\u5e03\u5c06\u4e8e11\u670825\u65e5\u5de6\u53f3\u6d3e\u53d1\u6bcf\u80a10.54\u65b0\u5143\u7684\u7b2c\u4e09\u5b63\u5ea6\u80a1\u606f\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u76ca\u8d44\u6e90 (FR SP)\uff1a\u68d5\u6988\u6cb9\u4ef7\u683c\u521b\u4e24\u5e74\u6765\u65b0\u9ad8 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.48\uff0c\u76ee\u6807\u4ef7\uff1a1.60\uff0c\u6b62\u635f\u4ef7\uff1a1.42 \u76ca\u8d44\u6e90\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\u4ef7\u683c\u98d9\u5347\u81f3\u4e24\u5e74\u9ad8\u70b9\u3002\u68d5\u6988\u6cb9\u4ef7\u683c\u8fde\u7eed3\u5929\u66b4\u6da8\uff0c\u5728\u9700\u6c42\u65fa\u76db\u548c\u4f9b\u5e94\u7d27\u5f20\u7684\u60c5\u51b5\u4e0b\uff0c\u8fbe\u5230\u4e862\u5e74\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002\u7531\u4e8e\u5bf9\u5370\u5ea6\u3001\u4e2d\u56fd\u548c\u6b27\u76df\u7684\u51fa\u53e3\u589e\u52a0\uff0c\u5168\u7403\u7b2c\u4e8c\u5927\u68d5\u6988\u6cb9\u751f\u4ea7\u56fd\u9a6c\u6765\u897f\u4e9a10\u6708\u4efd\u7684\u51fa\u53e3\u589e\u957f\u4e8611%\u3002\u539f\u6cb9\u4ef7\u683c\u4e0a\u6da8\u4e5f\u63d0\u632f\u4e86\u68d5\u6988\u6cb9\u4f5c\u4e3a\u751f\u7269\u71c3\u6599\u539f\u6599\u7684\u9700\u6c42\u3002\u5370\u5c3c\u8ba1\u5212\u660e\u5e74\u63d0\u9ad8\u68d5\u6988\u6cb9\u5728\u751f\u7269\u71c3\u6599\u4e2d\u7684\u4f7f\u7528\uff0c\u9884\u8ba1\u5c06\u5e26\u6765\u989d\u5916\u9700\u6c42\u3002\u4f9b\u5e94\u65b9\u9762\u7684\u6311\u6218\uff08\u90e8\u5206\u539f\u56e0\u662f\u68d5\u6988\u6811\u8001\u5316\uff09\u5df2\u63a8\u52a8\u68d5\u6988\u6cb9\u4ef7\u683c\u4eca\u5e74\u4e0a\u6da8\u903e30%\u3002\u4e13\u5bb6\u9884\u8ba1\uff0c\u5728\u5b63\u8282\u6027\u6d88\u8d39\u3001\u6709\u9650\u4f9b\u5e94\u548c\u751f\u7269\u67f4\u6cb9\u9700\u6c42\u7684\u652f\u6301\u4e0b\uff0c\u8fd9\u79cd\u53cd\u5f39\u53ef\u80fd\u4f1a\u6301\u7eed\u52302025\u5e74\u7b2c\u4e00\u5b63\u5ea6\u3002\u8fd9\u79cd\u4ef7\u683c\u4e0a\u6da8\u6709\u5229\u4e8e\u68d5\u6988\u6cb9\u751f\u4ea7\u5546\u5982\u76ca\u8d44\u6e90\u3002 \u7c97\u68d5\u6988\u6cb9\u4ef7\u683c (Source: Bloomberg) \u6cf0\u56fd\u7981\u6b62\u68d5\u6988\u6cb9\u51fa\u53e3\u3002\u7531\u4e8e\u5e72\u65f1\u548c\u690d\u7269\u75c5\u5bb3\u5bfc\u81f4\u4ea7\u91cf\u51cf\u5c11\uff0c\u6cf0\u56fd\u56fd\u5185\u8d38\u6613\u90e8\u6682\u65f6\u7981\u6b62\u539f\u68d5\u6988\u6cb9\u51fa\u53e3\uff0c\u76ee\u7684\u662f\u7a33\u5b9a\u5f53\u5730\u4ef7\u683c\u5e76\u4fdd\u6301\u5145\u8db3\u7684\u5e93\u5b58\u3002\u8be5\u7981\u4ee4\u9884\u8ba1\u5c06\u6301\u7eed\u523012\u6708\uff0c\u65e8\u5728\u4fdd\u62a4\u6d88\u8d39\u8005\u548c\u519c\u6c11\u514d\u53d7\u4ef7\u683c\u98d9\u5347\u7684\u5f71\u54cd\u3002\u7531\u4e8e\u68d5\u6988\u6cb9\u5e93\u5b58\u8d85\u8fc720\u4e07\u5428\uff0c\u884c\u4e1a\u534f\u4f1a\u5df2\u540c\u610f\u505c\u6b62\u51fa\u53e3\uff0c\u5e76\u57282025\u5e741\u6708\u4e4b\u524d\u4fdd\u6301\u4ef7\u683c\u7a33\u5b9a\u3002\u96f6\u552e\u5546\u548c\u6279\u53d1\u5546\u8fd8\u627f\u8bfa\u7ef4\u6301\u5408\u7406\u7684\u74f6\u88c5\u68d5\u6988\u6cb9\u4ef7\u683c\uff0c\u8fdd\u89c4\u8005\u53ef\u80fd\u53d7\u5230\u7f5a\u6b3e\u6216\u76d1\u7981\u7b49\u60e9\u7f5a\u3002\u8fd9\u4e00\u7981\u4ee4\u5c06\u5bfc\u81f4\u68d5\u6988\u6cb9\u4f9b\u5e94\u51cf\u5c11\uff0c\u8fd9\u5c06\u7ee7\u7eed\u63a8\u9ad8\u4ef7\u683c\u3002 2024\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u30022024\u4e0a\u534a\u5e74\u603b\u6536\u5165\u540c\u6bd4\u589e\u957f1.9%\uff0c\u8fbe\u52304.572\u4ebf\u7f8e\u5143\uff0c\u800c2023\u5e74\u540c\u671f\u4e3a4.488\u4ebf\u7f8e\u5143\u3002\u6536\u5165\u589e\u957f\u4e3b\u8981\u662f\u7531\u4e8e\u751f\u4ea7\u91cf\u8f83\u53bb\u5e74\u540c\u671f\u6709\u6240\u589e\u52a0\uff0c\u90e8\u5206\u88ab\u7b2c\u4e09\u65b9\u91c7\u8d2d\u7684\u68d5\u6988\u6cb9\u4ea7\u54c1\u7528\u4e8e\u52a0\u5de5\u548c\u9500\u552e\u7684\u51cf\u5c11\u6240\u62b5\u6d88\u3002\u51c0\u5229\u6da6\u4e3a1.039\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f45.4%\uff0c\u8425\u4e1a\u5229\u6da6\u540c\u6bd4\u589e\u957f48.9%\uff0c\u8fbe\u52301.435\u4ebf\u7f8e\u5143\uff0c\u8fd9\u5f97\u76ca\u4e8e\u751f\u4ea7\u91cf\u589e\u52a0\u548c\u52a0\u5de5\u5229\u6da6\u7387\u6539\u5584\u3002\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4ece2023\u5e74\u4e0a\u534a\u5e74\u76844.56\u7f8e\u5206\u63d0\u9ad8\u81f32024\u5e74\u4e0a\u534a\u5e74\u76846.67\u7f8e\u5206\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u9999\u6e2f\u4ea4\u6613\u53ca\u7ed3\u7b97\u6240 (388 HK)\uff1a\u4e2d\u56fd\u6709\u738b\u724c \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a326\uff0c\u76ee\u6807\u4ef7\uff1a376\uff0c\u6b62\u635f\u4ef7\uff1a301 \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 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Trump\uff09\u653f\u5e9c\u7ef4\u6301\u7d27\u7f29\u7684\u8d27\u5e01\u653f\u7b56\uff0c\u5b83\u4e5f\u770b\u5230\u4e86\u6f5c\u5728\u7684\u4e0a\u884c\u7a7a\u95f4\u3002\u65b0\u52a0\u5761\u5373\u5c06\u5b9e\u884c\u768415%\u7684\u5168\u7403\u6700\u4f4e\u516c\u53f8\u7a0e\u9884\u8ba1\u5c06\u5f71\u54cd\u51c0\u5229\u6da6\uff0c\u800c\u5176\u975e\u5229\u606f\u6536\u5165\u9884\u8ba1\u660e\u5e74\u5c06\u4ee5\u9ad8\u4e2a\u4f4d\u6570\u589e\u957f\u3002\u6b64\u5916\uff0c\u5b83\u8fd8\u5ba3\u5e03\u4e86\u6bcf\u80a10.54\u65b0\u5143\u7684\u5b63\u5ea6\u80a1\u606f\u3002\u6211\u4eec\u9884\u8ba1\u672c\u5b63\u5ea6\u5176\u8d22\u5bcc\u7ba1\u7406\u548c\u4ea4\u6613\u4e1a\u52a1\u90e8\u95e8\u5c06\u7ee7\u7eed\u4fdd\u6301\u589e\u957f\u52bf\u5934\uff0c\u63a8\u52a8\u6536\u76ca\u8fdb\u4e00\u6b65\u589e\u957f\uff0c\u5e76\u652f\u6301\u80a1\u7968\u56de\u8d2d\u8ba1\u5212\u3002 \u661f\u5c55\u96c6\u56e2\u4ef7\u683c\u6bd4\u8f83(\u76ee\u524d\u4e0e2016\u5e74\u7279\u6717\u666e\u8d62\u5f97\u603b\u7edf\u540e) (Source: Bloomberg) 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24\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u56de\u987e\u3002\u7b2c\u4e09\u5b63\u5ea6\u603b\u6536\u5165\u589e\u957f11%\uff0c\u8fbe\u523057.5\u4ebf\u65b0\u5143\uff0c\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f15%\uff0c\u9996\u6b21\u8d85\u8fc730\u4ebf\u65b0\u5143\u3002\u661f\u5c55\u96c6\u56e2\u5ba3\u5e03\u4e86\u4e00\u9879\u65b0\u768430\u4ebf\u65b0\u5143\u80a1\u7968\u56de\u8d2d\u8ba1\u5212\uff0c\u5e76\u5ba3\u5e03\u5c06\u4e8e11\u670825\u65e5\u5de6\u53f3\u6d3e\u53d1\u6bcf\u80a10.54\u65b0\u5143\u7684\u7b2c\u4e09\u5b63\u5ea6\u80a1\u606f\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u76ca\u8d44\u6e90 (FR SP)\uff1a\u68d5\u6988\u6cb9\u4ef7\u683c\u521b\u4e24\u5e74\u6765\u65b0\u9ad8 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.48\uff0c\u76ee\u6807\u4ef7\uff1a1.60\uff0c\u6b62\u635f\u4ef7\uff1a1.42 \u76ca\u8d44\u6e90\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\u4ef7\u683c\u98d9\u5347\u81f3\u4e24\u5e74\u9ad8\u70b9\u3002\u68d5\u6988\u6cb9\u4ef7\u683c\u8fde\u7eed3\u5929\u66b4\u6da8\uff0c\u5728\u9700\u6c42\u65fa\u76db\u548c\u4f9b\u5e94\u7d27\u5f20\u7684\u60c5\u51b5\u4e0b\uff0c\u8fbe\u5230\u4e862\u5e74\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002\u7531\u4e8e\u5bf9\u5370\u5ea6\u3001\u4e2d\u56fd\u548c\u6b27\u76df\u7684\u51fa\u53e3\u589e\u52a0\uff0c\u5168\u7403\u7b2c\u4e8c\u5927\u68d5\u6988\u6cb9\u751f\u4ea7\u56fd\u9a6c\u6765\u897f\u4e9a10\u6708\u4efd\u7684\u51fa\u53e3\u589e\u957f\u4e8611%\u3002\u539f\u6cb9\u4ef7\u683c\u4e0a\u6da8\u4e5f\u63d0\u632f\u4e86\u68d5\u6988\u6cb9\u4f5c\u4e3a\u751f\u7269\u71c3\u6599\u539f\u6599\u7684\u9700\u6c42\u3002\u5370\u5c3c\u8ba1\u5212\u660e\u5e74\u63d0\u9ad8\u68d5\u6988\u6cb9\u5728\u751f\u7269\u71c3\u6599\u4e2d\u7684\u4f7f\u7528\uff0c\u9884\u8ba1\u5c06\u5e26\u6765\u989d\u5916\u9700\u6c42\u3002\u4f9b\u5e94\u65b9\u9762\u7684\u6311\u6218\uff08\u90e8\u5206\u539f\u56e0\u662f\u68d5\u6988\u6811\u8001\u5316\uff09\u5df2\u63a8\u52a8\u68d5\u6988\u6cb9\u4ef7\u683c\u4eca\u5e74\u4e0a\u6da8\u903e30%\u3002\u4e13\u5bb6\u9884\u8ba1\uff0c\u5728\u5b63\u8282\u6027\u6d88\u8d39\u3001\u6709\u9650\u4f9b\u5e94\u548c\u751f\u7269\u67f4\u6cb9\u9700\u6c42\u7684\u652f\u6301\u4e0b\uff0c\u8fd9\u79cd\u53cd\u5f39\u53ef\u80fd\u4f1a\u6301\u7eed\u52302025\u5e74\u7b2c\u4e00\u5b63\u5ea6\u3002\u8fd9\u79cd\u4ef7\u683c\u4e0a\u6da8\u6709\u5229\u4e8e\u68d5\u6988\u6cb9\u751f\u4ea7\u5546\u5982\u76ca\u8d44\u6e90\u3002 \u7c97\u68d5\u6988\u6cb9\u4ef7\u683c (Source: Bloomberg) \u6cf0\u56fd\u7981\u6b62\u68d5\u6988\u6cb9\u51fa\u53e3\u3002\u7531\u4e8e\u5e72\u65f1\u548c\u690d\u7269\u75c5\u5bb3\u5bfc\u81f4\u4ea7\u91cf\u51cf\u5c11\uff0c\u6cf0\u56fd\u56fd\u5185\u8d38\u6613\u90e8\u6682\u65f6\u7981\u6b62\u539f\u68d5\u6988\u6cb9\u51fa\u53e3\uff0c\u76ee\u7684\u662f\u7a33\u5b9a\u5f53\u5730\u4ef7\u683c\u5e76\u4fdd\u6301\u5145\u8db3\u7684\u5e93\u5b58\u3002\u8be5\u7981\u4ee4\u9884\u8ba1\u5c06\u6301\u7eed\u523012\u6708\uff0c\u65e8\u5728\u4fdd\u62a4\u6d88\u8d39\u8005\u548c\u519c\u6c11\u514d\u53d7\u4ef7\u683c\u98d9\u5347\u7684\u5f71\u54cd\u3002\u7531\u4e8e\u68d5\u6988\u6cb9\u5e93\u5b58\u8d85\u8fc720\u4e07\u5428\uff0c\u884c\u4e1a\u534f\u4f1a\u5df2\u540c\u610f\u505c\u6b62\u51fa\u53e3\uff0c\u5e76\u57282025\u5e741\u6708\u4e4b\u524d\u4fdd\u6301\u4ef7\u683c\u7a33\u5b9a\u3002\u96f6\u552e\u5546\u548c\u6279\u53d1\u5546\u8fd8\u627f\u8bfa\u7ef4\u6301\u5408\u7406\u7684\u74f6\u88c5\u68d5\u6988\u6cb9\u4ef7\u683c\uff0c\u8fdd\u89c4\u8005\u53ef\u80fd\u53d7\u5230\u7f5a\u6b3e\u6216\u76d1\u7981\u7b49\u60e9\u7f5a\u3002\u8fd9\u4e00\u7981\u4ee4\u5c06\u5bfc\u81f4\u68d5\u6988\u6cb9\u4f9b\u5e94\u51cf\u5c11\uff0c\u8fd9\u5c06\u7ee7\u7eed\u63a8\u9ad8\u4ef7\u683c\u3002 2024\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u30022024\u4e0a\u534a\u5e74\u603b\u6536\u5165\u540c\u6bd4\u589e\u957f1.9%\uff0c\u8fbe\u52304.572\u4ebf\u7f8e\u5143\uff0c\u800c2023\u5e74\u540c\u671f\u4e3a4.488\u4ebf\u7f8e\u5143\u3002\u6536\u5165\u589e\u957f\u4e3b\u8981\u662f\u7531\u4e8e\u751f\u4ea7\u91cf\u8f83\u53bb\u5e74\u540c\u671f\u6709\u6240\u589e\u52a0\uff0c\u90e8\u5206\u88ab\u7b2c\u4e09\u65b9\u91c7\u8d2d\u7684\u68d5\u6988\u6cb9\u4ea7\u54c1\u7528\u4e8e\u52a0\u5de5\u548c\u9500\u552e\u7684\u51cf\u5c11\u6240\u62b5\u6d88\u3002\u51c0\u5229\u6da6\u4e3a1.039\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f45.4%\uff0c\u8425\u4e1a\u5229\u6da6\u540c\u6bd4\u589e\u957f48.9%\uff0c\u8fbe\u52301.435\u4ebf\u7f8e\u5143\uff0c\u8fd9\u5f97\u76ca\u4e8e\u751f\u4ea7\u91cf\u589e\u52a0\u548c\u52a0\u5de5\u5229\u6da6\u7387\u6539\u5584\u3002\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4ece2023\u5e74\u4e0a\u534a\u5e74\u76844.56\u7f8e\u5206\u63d0\u9ad8\u81f32024\u5e74\u4e0a\u534a\u5e74\u76846.67\u7f8e\u5206\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u9999\u6e2f\u4ea4\u6613\u53ca\u7ed3\u7b97\u6240 (388 HK)\uff1a\u4e2d\u56fd\u6709\u738b\u724c \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a326\uff0c\u76ee\u6807\u4ef7\uff1a376\uff0c\u6b62\u635f\u4ef7\uff1a301 \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 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\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a41.0\uff0c\u76ee\u6807\u4ef7\uff1a45.0\uff0c\u6b62\u635f\u4ef7\uff1a39.0 \u661f\u5c55\u96c6\u56e2\u63a7\u80a1\u6709\u9650\u516c\u53f8\u53ca\u5176\u9644\u5c5e\u516c\u53f8\u63d0\u4f9b\u5404\u79cd\u91d1\u878d\u670d\u52a1\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u7684\u670d\u52a1\u5305\u62ec\u62b5\u62bc\u8d37\u6b3e\u878d\u8d44\u3001\u79df\u8d41\u548c\u79df\u8d41\u8d2d\u4e70\u878d\u8d44\u3001\u59d4\u6258\u548c\u53d7\u6258\u4eba\u3001\u57fa\u91d1\u7ba1\u7406\u3001\u4f01\u4e1a\u54a8\u8be2\u548c\u7ecf\u7eaa\u3002\u661f\u5c55\u96c6\u56e2\u8fd8\u62c5\u4efb\u65b0\u52a0\u5761\u653f\u5e9c\u8bc1\u5238\u7684\u4e00\u7ea7\u4ea4\u6613\u5546\u3002 \u5b63\u5ea6\u5229\u6da6\u521b\u5386\u53f2\u65b0\u9ad8\u3002\u661f\u5c55\u94f6\u884c\u516c\u5e03\uff0c\u5728\u5f3a\u52b2\u7684\u8d22\u5bcc\u7ba1\u7406\u8d39\u7528\u548c\u4ea4\u6613\u6536\u5165\u7684\u63a8\u52a8\u4e0b\uff0c\u8be5\u516c\u53f8\u7b2c\u4e09\u5b63\u5ea6\u51c0\u5229\u6da6\u8fbe\u5230\u521b\u7eaa\u5f55\u768430.3\u4ebf\u65b0\u5143\u3002\u8be5\u884c\u5ba3\u5e03\u4e86\u4e00\u987930\u4ebf\u65b0\u5143\u7684\u80a1\u7968\u56de\u8d2d\u8ba1\u5212\uff0c\u8fd9\u5c06\u63d0\u9ad8\u5176\u6bcf\u80a1\u6536\u76ca\u548c\u80a1\u672c\u56de\u62a5\u7387\u3002\u5c3d\u7ba1\u4eba\u4eec\u62c5\u5fc3\u5728\u521b\u7eaa\u5f55\u9ad8\u4f4d\u56de\u8d2d\u80a1\u7968\uff0c\u4f46\u8be5\u884c\u9996\u5e2d\u6267\u884c\u5b98\u5f3a\u8c03\uff0c\u56de\u8d2d\u65f6\u673a\u5c06\u662f\u8c28\u614e\u7684\uff0c\u5e76\u5c06\u57fa\u4e8e\u8be5\u884c\u7684\u57fa\u672c\u9762\u3002\u661f\u5c55\u94f6\u884c\u9884\u8ba1\uff0c2025\u5e74\u7684\u7a0e\u524d\u5229\u6da6\u5c06\u4fdd\u6301\u57282024\u5e74\u7684\u6c34\u5e73\u5de6\u53f3\uff0c\u4f46\u5982\u679c\u5510\u7eb3\u5fb7\u2022\u7279\u6717\u666e\uff08Donald Trump\uff09\u653f\u5e9c\u7ef4\u6301\u7d27\u7f29\u7684\u8d27\u5e01\u653f\u7b56\uff0c\u5b83\u4e5f\u770b\u5230\u4e86\u6f5c\u5728\u7684\u4e0a\u884c\u7a7a\u95f4\u3002\u65b0\u52a0\u5761\u5373\u5c06\u5b9e\u884c\u768415%\u7684\u5168\u7403\u6700\u4f4e\u516c\u53f8\u7a0e\u9884\u8ba1\u5c06\u5f71\u54cd\u51c0\u5229\u6da6\uff0c\u800c\u5176\u975e\u5229\u606f\u6536\u5165\u9884\u8ba1\u660e\u5e74\u5c06\u4ee5\u9ad8\u4e2a\u4f4d\u6570\u589e\u957f\u3002\u6b64\u5916\uff0c\u5b83\u8fd8\u5ba3\u5e03\u4e86\u6bcf\u80a10.54\u65b0\u5143\u7684\u5b63\u5ea6\u80a1\u606f\u3002\u6211\u4eec\u9884\u8ba1\u672c\u5b63\u5ea6\u5176\u8d22\u5bcc\u7ba1\u7406\u548c\u4ea4\u6613\u4e1a\u52a1\u90e8\u95e8\u5c06\u7ee7\u7eed\u4fdd\u6301\u589e\u957f\u52bf\u5934\uff0c\u63a8\u52a8\u6536\u76ca\u8fdb\u4e00\u6b65\u589e\u957f\uff0c\u5e76\u652f\u6301\u80a1\u7968\u56de\u8d2d\u8ba1\u5212\u3002 \u661f\u5c55\u96c6\u56e2\u4ef7\u683c\u6bd4\u8f83(\u76ee\u524d\u4e0e2016\u5e74\u7279\u6717\u666e\u8d62\u5f97\u603b\u7edf\u540e) (Source: Bloomberg) \u53d7\u76ca\u4e8e\u7279\u6717\u666e\u7684\u80dc\u5229\u3002\u661f\u5c55\u96c6\u56e2\u9884\u8ba1\uff0c\u5f53\u9009\u603b\u7edf\u5510\u7eb3\u5fb7\u00b7\u7279\u6717\u666e\u80dc\u51fa\u53ef\u80fd\u5e26\u6765\u597d\u5904\uff0c\u56e0\u4e3a\u4ed6\u7684\u901a\u80c0\u653f\u7b56\uff0c\u5982\u5f81\u6536\u5173\u7a0e\u548c\u964d\u4f4e\u7a0e\u7387\uff0c\u53ef\u80fd\u4f1a\u5bfc\u81f4\u8d27\u5e01\u653f\u7b56\u6536\u7d27\u3002\u8fd9\u5c06\u6709\u52a9\u4e8e\u661f\u5c55\u94f6\u884c\u63d0\u9ad8\u5176\u51c0\u606f\u5dee\uff0c\u5e76\u652f\u6301\u5176\u56fa\u5b9a\u8d44\u4ea7\u7ec4\u5408\u7684\u91cd\u65b0\u5b9a\u4ef7\u3002 24\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u56de\u987e\u3002\u7b2c\u4e09\u5b63\u5ea6\u603b\u6536\u5165\u589e\u957f11%\uff0c\u8fbe\u523057.5\u4ebf\u65b0\u5143\uff0c\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f15%\uff0c\u9996\u6b21\u8d85\u8fc730\u4ebf\u65b0\u5143\u3002\u661f\u5c55\u96c6\u56e2\u5ba3\u5e03\u4e86\u4e00\u9879\u65b0\u768430\u4ebf\u65b0\u5143\u80a1\u7968\u56de\u8d2d\u8ba1\u5212\uff0c\u5e76\u5ba3\u5e03\u5c06\u4e8e11\u670825\u65e5\u5de6\u53f3\u6d3e\u53d1\u6bcf\u80a10.54\u65b0\u5143\u7684\u7b2c\u4e09\u5b63\u5ea6\u80a1\u606f\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u76ca\u8d44\u6e90 (FR SP)\uff1a\u68d5\u6988\u6cb9\u4ef7\u683c\u521b\u4e24\u5e74\u6765\u65b0\u9ad8 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.48\uff0c\u76ee\u6807\u4ef7\uff1a1.60\uff0c\u6b62\u635f\u4ef7\uff1a1.42 \u76ca\u8d44\u6e90\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\u4ef7\u683c\u98d9\u5347\u81f3\u4e24\u5e74\u9ad8\u70b9\u3002\u68d5\u6988\u6cb9\u4ef7\u683c\u8fde\u7eed3\u5929\u66b4\u6da8\uff0c\u5728\u9700\u6c42\u65fa\u76db\u548c\u4f9b\u5e94\u7d27\u5f20\u7684\u60c5\u51b5\u4e0b\uff0c\u8fbe\u5230\u4e862\u5e74\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002\u7531\u4e8e\u5bf9\u5370\u5ea6\u3001\u4e2d\u56fd\u548c\u6b27\u76df\u7684\u51fa\u53e3\u589e\u52a0\uff0c\u5168\u7403\u7b2c\u4e8c\u5927\u68d5\u6988\u6cb9\u751f\u4ea7\u56fd\u9a6c\u6765\u897f\u4e9a10\u6708\u4efd\u7684\u51fa\u53e3\u589e\u957f\u4e8611%\u3002\u539f\u6cb9\u4ef7\u683c\u4e0a\u6da8\u4e5f\u63d0\u632f\u4e86\u68d5\u6988\u6cb9\u4f5c\u4e3a\u751f\u7269\u71c3\u6599\u539f\u6599\u7684\u9700\u6c42\u3002\u5370\u5c3c\u8ba1\u5212\u660e\u5e74\u63d0\u9ad8\u68d5\u6988\u6cb9\u5728\u751f\u7269\u71c3\u6599\u4e2d\u7684\u4f7f\u7528\uff0c\u9884\u8ba1\u5c06\u5e26\u6765\u989d\u5916\u9700\u6c42\u3002\u4f9b\u5e94\u65b9\u9762\u7684\u6311\u6218\uff08\u90e8\u5206\u539f\u56e0\u662f\u68d5\u6988\u6811\u8001\u5316\uff09\u5df2\u63a8\u52a8\u68d5\u6988\u6cb9\u4ef7\u683c\u4eca\u5e74\u4e0a\u6da8\u903e30%\u3002\u4e13\u5bb6\u9884\u8ba1\uff0c\u5728\u5b63\u8282\u6027\u6d88\u8d39\u3001\u6709\u9650\u4f9b\u5e94\u548c\u751f\u7269\u67f4\u6cb9\u9700\u6c42\u7684\u652f\u6301\u4e0b\uff0c\u8fd9\u79cd\u53cd\u5f39\u53ef\u80fd\u4f1a\u6301\u7eed\u52302025\u5e74\u7b2c\u4e00\u5b63\u5ea6\u3002\u8fd9\u79cd\u4ef7\u683c\u4e0a\u6da8\u6709\u5229\u4e8e\u68d5\u6988\u6cb9\u751f\u4ea7\u5546\u5982\u76ca\u8d44\u6e90\u3002 \u7c97\u68d5\u6988\u6cb9\u4ef7\u683c (Source: Bloomberg) \u6cf0\u56fd\u7981\u6b62\u68d5\u6988\u6cb9\u51fa\u53e3\u3002\u7531\u4e8e\u5e72\u65f1\u548c\u690d\u7269\u75c5\u5bb3\u5bfc\u81f4\u4ea7\u91cf\u51cf\u5c11\uff0c\u6cf0\u56fd\u56fd\u5185\u8d38\u6613\u90e8\u6682\u65f6\u7981\u6b62\u539f\u68d5\u6988\u6cb9\u51fa\u53e3\uff0c\u76ee\u7684\u662f\u7a33\u5b9a\u5f53\u5730\u4ef7\u683c\u5e76\u4fdd\u6301\u5145\u8db3\u7684\u5e93\u5b58\u3002\u8be5\u7981\u4ee4\u9884\u8ba1\u5c06\u6301\u7eed\u523012\u6708\uff0c\u65e8\u5728\u4fdd\u62a4\u6d88\u8d39\u8005\u548c\u519c\u6c11\u514d\u53d7\u4ef7\u683c\u98d9\u5347\u7684\u5f71\u54cd\u3002\u7531\u4e8e\u68d5\u6988\u6cb9\u5e93\u5b58\u8d85\u8fc720\u4e07\u5428\uff0c\u884c\u4e1a\u534f\u4f1a\u5df2\u540c\u610f\u505c\u6b62\u51fa\u53e3\uff0c\u5e76\u57282025\u5e741\u6708\u4e4b\u524d\u4fdd\u6301\u4ef7\u683c\u7a33\u5b9a\u3002\u96f6\u552e\u5546\u548c\u6279\u53d1\u5546\u8fd8\u627f\u8bfa\u7ef4\u6301\u5408\u7406\u7684\u74f6\u88c5\u68d5\u6988\u6cb9\u4ef7\u683c\uff0c\u8fdd\u89c4\u8005\u53ef\u80fd\u53d7\u5230\u7f5a\u6b3e\u6216\u76d1\u7981\u7b49\u60e9\u7f5a\u3002\u8fd9\u4e00\u7981\u4ee4\u5c06\u5bfc\u81f4\u68d5\u6988\u6cb9\u4f9b\u5e94\u51cf\u5c11\uff0c\u8fd9\u5c06\u7ee7\u7eed\u63a8\u9ad8\u4ef7\u683c\u3002 2024\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u30022024\u4e0a\u534a\u5e74\u603b\u6536\u5165\u540c\u6bd4\u589e\u957f1.9%\uff0c\u8fbe\u52304.572\u4ebf\u7f8e\u5143\uff0c\u800c2023\u5e74\u540c\u671f\u4e3a4.488\u4ebf\u7f8e\u5143\u3002\u6536\u5165\u589e\u957f\u4e3b\u8981\u662f\u7531\u4e8e\u751f\u4ea7\u91cf\u8f83\u53bb\u5e74\u540c\u671f\u6709\u6240\u589e\u52a0\uff0c\u90e8\u5206\u88ab\u7b2c\u4e09\u65b9\u91c7\u8d2d\u7684\u68d5\u6988\u6cb9\u4ea7\u54c1\u7528\u4e8e\u52a0\u5de5\u548c\u9500\u552e\u7684\u51cf\u5c11\u6240\u62b5\u6d88\u3002\u51c0\u5229\u6da6\u4e3a1.039\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f45.4%\uff0c\u8425\u4e1a\u5229\u6da6\u540c\u6bd4\u589e\u957f48.9%\uff0c\u8fbe\u52301.435\u4ebf\u7f8e\u5143\uff0c\u8fd9\u5f97\u76ca\u4e8e\u751f\u4ea7\u91cf\u589e\u52a0\u548c\u52a0\u5de5\u5229\u6da6\u7387\u6539\u5584\u3002\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4ece2023\u5e74\u4e0a\u534a\u5e74\u76844.56\u7f8e\u5206\u63d0\u9ad8\u81f32024\u5e74\u4e0a\u534a\u5e74\u76846.67\u7f8e\u5206\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u9999\u6e2f\u4ea4\u6613\u53ca\u7ed3\u7b97\u6240 (388 HK)\uff1a\u4e2d\u56fd\u6709\u738b\u724c \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a326\uff0c\u76ee\u6807\u4ef7\uff1a376\uff0c\u6b62\u635f\u4ef7\uff1a301 \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 \u5bf9\u672a\u6765\u4e2d\u56fd\u653f\u7b56\u7684\u9884\u671f\u3002\u4ece11\u67084\u65e5\u523011\u67088\u65e5\uff0c\u4e2d\u56fd\u6700\u9ad8\u7acb\u6cd5\u673a\u6784\u5168\u56fd\u4eba\u6c11\u4ee3\u8868\u5927\u4f1a\u5e38\u52a1\u59d4\u5458\u4f1a\u5c06\u5728\u5317\u4eac\u53ec\u5f00\u4f1a\u8bae\uff0c\u8ba8\u8bba\u4e00\u7cfb\u5217\u5e7f\u6cdb\u7684\u8bae\u9898\u3002\u4e00\u4e2a\u7531\u8457\u540d\u7ecf\u6d4e\u5b66\u5bb6\u5927\u529b\u63d0\u5021\u3001\u6295\u8d44\u8005\u9ad8\u5ea6\u671f\u5f85\u7684\u5927\u89c4\u6a21\u8d22\u653f\u523a\u6fc0\u65b9\u6848\u53ef\u80fd\u662f\u4e00\u4e2a\u5173\u952e\u8bae\u9898\u3002\u6295\u8d44\u8005\u9884\u8ba1\u5317\u4eac\u53ef\u80fd\u4f1a\u572811\u67088\u65e5\u5468\u4e94\u516c\u5e03\u8d22\u653f\u652f\u6301\u7684\u7ec6\u8282\u3002\u6700\u8fd1\uff0c\u8d22\u653f\u90e8\u957f\u84dd\u4f5b\u5b89\u8fd8\u8868\u793a\uff0c\u4e2d\u56fd\u8ba1\u5212\u201c\u5927\u5e45\u589e\u52a0\u201d\u653f\u5e9c\u503a\u52a1\uff0c\u4ee5\u652f\u6301\u6d88\u8d39\u8005\u548c\u9677\u5165\u56f0\u5883\u7684\u623f\u5730\u4ea7\u884c\u4e1a\u3002\u6b64\u5916\uff0c\u6709\u62a5\u9053\u79f0\uff0c\u4e2d\u56fd\u6b63\u5728\u8003\u8651\u4e0b\u5468\u6279\u51c6\u903e10\u4e07\u4ebf\u5143\u4eba\u6c11\u5e01\uff08\u54081.4\u4e07\u4ebf\u7f8e\u5143\uff09\u7684\u65b0\u503a\u53d1\u884c\u3002\u6b64\u4e3e\u65e8\u5728\u89e3\u51b3\u9690\u85cf\u7684\u5730\u65b9\u503a\u52a1\uff0c\u4e3a\u56de\u8d2d\u95f2\u7f6e\u571f\u5730\u63d0\u4f9b\u8d44\u91d1\uff0c\u5e76\u51cf\u5c11\u5927\u91cf\u672a\u552e\u51fa\u623f\u4ea7\u7684\u5e93\u5b58\u3002\u6709\u5173\u8fd9\u4e9b\u63aa\u65bd\u7684\u51b3\u5b9a\u9884\u8ba1\u5c06\u5728\u672c\u5468\u4f1a\u8bae\u7ed3\u675f\u65f6\u4f5c\u51fa\u3002\u6709\u62a5\u9053\u79f0\uff0c\u5168\u56fd\u4eba\u5927\u4f1a\u8bae\u5c06\u6ee1\u8db3\u5e02\u573a\u9884\u671f\uff0c\u8fd9\u8868\u660e\u572811\u67088\u65e5\u7684\u653f\u7b56\u5ba3\u5e03\u540e\uff0c\u9999\u6e2f\u4ea4\u6613\u6240\u7684\u6d41\u52a8\u6027\u548c\u6ce2\u52a8\u6027\u53ef\u80fd\u4f1a\u663e\u8457\u589e\u52a0\u3002 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\u661f\u5c55\u96c6\u56e2 (DBS SP), \u9999\u6e2f\u4ea4\u6613\u53ca\u7ed3\u7b97\u6240 (388 HK), L3\u54c8\u91cc\u65af\u79d1\u6280(LHX 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 \u661f\u5c55\u96c6\u56e2 (DBS SP)\uff1a\u65b0\u52a0\u5761\u7684\u7279\u6717\u666e\u4ea4\u6613 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a41.0\uff0c\u76ee\u6807\u4ef7\uff1a45.0\uff0c\u6b62\u635f\u4ef7\uff1a39.0 \u661f\u5c55\u96c6\u56e2\u63a7\u80a1\u6709\u9650\u516c\u53f8\u53ca\u5176\u9644\u5c5e\u516c\u53f8\u63d0\u4f9b\u5404\u79cd\u91d1\u878d\u670d\u52a1\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u7684\u670d\u52a1\u5305\u62ec\u62b5\u62bc\u8d37\u6b3e\u878d\u8d44\u3001\u79df\u8d41\u548c\u79df\u8d41\u8d2d\u4e70\u878d\u8d44\u3001\u59d4\u6258\u548c\u53d7\u6258\u4eba\u3001\u57fa\u91d1\u7ba1\u7406\u3001\u4f01\u4e1a\u54a8\u8be2\u548c\u7ecf\u7eaa\u3002\u661f\u5c55\u96c6\u56e2\u8fd8\u62c5\u4efb\u65b0\u52a0\u5761\u653f\u5e9c\u8bc1\u5238\u7684\u4e00\u7ea7\u4ea4\u6613\u5546\u3002 \u5b63\u5ea6\u5229\u6da6\u521b\u5386\u53f2\u65b0\u9ad8\u3002\u661f\u5c55\u94f6\u884c\u516c\u5e03\uff0c\u5728\u5f3a\u52b2\u7684\u8d22\u5bcc\u7ba1\u7406\u8d39\u7528\u548c\u4ea4\u6613\u6536\u5165\u7684\u63a8\u52a8\u4e0b\uff0c\u8be5\u516c\u53f8\u7b2c\u4e09\u5b63\u5ea6\u51c0\u5229\u6da6\u8fbe\u5230\u521b\u7eaa\u5f55\u768430.3\u4ebf\u65b0\u5143\u3002\u8be5\u884c\u5ba3\u5e03\u4e86\u4e00\u987930\u4ebf\u65b0\u5143\u7684\u80a1\u7968\u56de\u8d2d\u8ba1\u5212\uff0c\u8fd9\u5c06\u63d0\u9ad8\u5176\u6bcf\u80a1\u6536\u76ca\u548c\u80a1\u672c\u56de\u62a5\u7387\u3002\u5c3d\u7ba1\u4eba\u4eec\u62c5\u5fc3\u5728\u521b\u7eaa\u5f55\u9ad8\u4f4d\u56de\u8d2d\u80a1\u7968\uff0c\u4f46\u8be5\u884c\u9996\u5e2d\u6267\u884c\u5b98\u5f3a\u8c03\uff0c\u56de\u8d2d\u65f6\u673a\u5c06\u662f\u8c28\u614e\u7684\uff0c\u5e76\u5c06\u57fa\u4e8e\u8be5\u884c\u7684\u57fa\u672c\u9762\u3002\u661f\u5c55\u94f6\u884c\u9884\u8ba1\uff0c2025\u5e74\u7684\u7a0e\u524d\u5229\u6da6\u5c06\u4fdd\u6301\u57282024\u5e74\u7684\u6c34\u5e73\u5de6\u53f3\uff0c\u4f46\u5982\u679c\u5510\u7eb3\u5fb7\u2022\u7279\u6717\u666e\uff08Donald Trump\uff09\u653f\u5e9c\u7ef4\u6301\u7d27\u7f29\u7684\u8d27\u5e01\u653f\u7b56\uff0c\u5b83\u4e5f\u770b\u5230\u4e86\u6f5c\u5728\u7684\u4e0a\u884c\u7a7a\u95f4\u3002\u65b0\u52a0\u5761\u5373\u5c06\u5b9e\u884c\u768415%\u7684\u5168\u7403\u6700\u4f4e\u516c\u53f8\u7a0e\u9884\u8ba1\u5c06\u5f71\u54cd\u51c0\u5229\u6da6\uff0c\u800c\u5176\u975e\u5229\u606f\u6536\u5165\u9884\u8ba1\u660e\u5e74\u5c06\u4ee5\u9ad8\u4e2a\u4f4d\u6570\u589e\u957f\u3002\u6b64\u5916\uff0c\u5b83\u8fd8\u5ba3\u5e03\u4e86\u6bcf\u80a10.54\u65b0\u5143\u7684\u5b63\u5ea6\u80a1\u606f\u3002\u6211\u4eec\u9884\u8ba1\u672c\u5b63\u5ea6\u5176\u8d22\u5bcc\u7ba1\u7406\u548c\u4ea4\u6613\u4e1a\u52a1\u90e8\u95e8\u5c06\u7ee7\u7eed\u4fdd\u6301\u589e\u957f\u52bf\u5934\uff0c\u63a8\u52a8\u6536\u76ca\u8fdb\u4e00\u6b65\u589e\u957f\uff0c\u5e76\u652f\u6301\u80a1\u7968\u56de\u8d2d\u8ba1\u5212\u3002 \u661f\u5c55\u96c6\u56e2\u4ef7\u683c\u6bd4\u8f83(\u76ee\u524d\u4e0e2016\u5e74\u7279\u6717\u666e\u8d62\u5f97\u603b\u7edf\u540e) (Source: Bloomberg) \u53d7\u76ca\u4e8e\u7279\u6717\u666e\u7684\u80dc\u5229\u3002\u661f\u5c55\u96c6\u56e2\u9884\u8ba1\uff0c\u5f53\u9009\u603b\u7edf\u5510\u7eb3\u5fb7\u00b7\u7279\u6717\u666e\u80dc\u51fa\u53ef\u80fd\u5e26\u6765\u597d\u5904\uff0c\u56e0\u4e3a\u4ed6\u7684\u901a\u80c0\u653f\u7b56\uff0c\u5982\u5f81\u6536\u5173\u7a0e\u548c\u964d\u4f4e\u7a0e\u7387\uff0c\u53ef\u80fd\u4f1a\u5bfc\u81f4\u8d27\u5e01\u653f\u7b56\u6536\u7d27\u3002\u8fd9\u5c06\u6709\u52a9\u4e8e\u661f\u5c55\u94f6\u884c\u63d0\u9ad8\u5176\u51c0\u606f\u5dee\uff0c\u5e76\u652f\u6301\u5176\u56fa\u5b9a\u8d44\u4ea7\u7ec4\u5408\u7684\u91cd\u65b0\u5b9a\u4ef7\u3002 24\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u56de\u987e\u3002\u7b2c\u4e09\u5b63\u5ea6\u603b\u6536\u5165\u589e\u957f11%\uff0c\u8fbe\u523057.5\u4ebf\u65b0\u5143\uff0c\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f15%\uff0c\u9996\u6b21\u8d85\u8fc730\u4ebf\u65b0\u5143\u3002\u661f\u5c55\u96c6\u56e2\u5ba3\u5e03\u4e86\u4e00\u9879\u65b0\u768430\u4ebf\u65b0\u5143\u80a1\u7968\u56de\u8d2d\u8ba1\u5212\uff0c\u5e76\u5ba3\u5e03\u5c06\u4e8e11\u670825\u65e5\u5de6\u53f3\u6d3e\u53d1\u6bcf\u80a10.54\u65b0\u5143\u7684\u7b2c\u4e09\u5b63\u5ea6\u80a1\u606f\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u76ca\u8d44\u6e90 (FR SP)\uff1a\u68d5\u6988\u6cb9\u4ef7\u683c\u521b\u4e24\u5e74\u6765\u65b0\u9ad8 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.48\uff0c\u76ee\u6807\u4ef7\uff1a1.60\uff0c\u6b62\u635f\u4ef7\uff1a1.42 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\u5b63\u5ea6\u5229\u6da6\u521b\u5386\u53f2\u65b0\u9ad8\u3002\u661f\u5c55\u94f6\u884c\u516c\u5e03\uff0c\u5728\u5f3a\u52b2\u7684\u8d22\u5bcc\u7ba1\u7406\u8d39\u7528\u548c\u4ea4\u6613\u6536\u5165\u7684\u63a8\u52a8\u4e0b\uff0c\u8be5\u516c\u53f8\u7b2c\u4e09\u5b63\u5ea6\u51c0\u5229\u6da6\u8fbe\u5230\u521b\u7eaa\u5f55\u768430.3\u4ebf\u65b0\u5143\u3002\u8be5\u884c\u5ba3\u5e03\u4e86\u4e00\u987930\u4ebf\u65b0\u5143\u7684\u80a1\u7968\u56de\u8d2d\u8ba1\u5212\uff0c\u8fd9\u5c06\u63d0\u9ad8\u5176\u6bcf\u80a1\u6536\u76ca\u548c\u80a1\u672c\u56de\u62a5\u7387\u3002\u5c3d\u7ba1\u4eba\u4eec\u62c5\u5fc3\u5728\u521b\u7eaa\u5f55\u9ad8\u4f4d\u56de\u8d2d\u80a1\u7968\uff0c\u4f46\u8be5\u884c\u9996\u5e2d\u6267\u884c\u5b98\u5f3a\u8c03\uff0c\u56de\u8d2d\u65f6\u673a\u5c06\u662f\u8c28\u614e\u7684\uff0c\u5e76\u5c06\u57fa\u4e8e\u8be5\u884c\u7684\u57fa\u672c\u9762\u3002\u661f\u5c55\u94f6\u884c\u9884\u8ba1\uff0c2025\u5e74\u7684\u7a0e\u524d\u5229\u6da6\u5c06\u4fdd\u6301\u57282024\u5e74\u7684\u6c34\u5e73\u5de6\u53f3\uff0c\u4f46\u5982\u679c\u5510\u7eb3\u5fb7\u2022\u7279\u6717\u666e\uff08Donald Trump\uff09\u653f\u5e9c\u7ef4\u6301\u7d27\u7f29\u7684\u8d27\u5e01\u653f\u7b56\uff0c\u5b83\u4e5f\u770b\u5230\u4e86\u6f5c\u5728\u7684\u4e0a\u884c\u7a7a\u95f4\u3002\u65b0\u52a0\u5761\u5373\u5c06\u5b9e\u884c\u768415%\u7684\u5168\u7403\u6700\u4f4e\u516c\u53f8\u7a0e\u9884\u8ba1\u5c06\u5f71\u54cd\u51c0\u5229\u6da6\uff0c\u800c\u5176\u975e\u5229\u606f\u6536\u5165\u9884\u8ba1\u660e\u5e74\u5c06\u4ee5\u9ad8\u4e2a\u4f4d\u6570\u589e\u957f\u3002\u6b64\u5916\uff0c\u5b83\u8fd8\u5ba3\u5e03\u4e86\u6bcf\u80a10.54\u65b0\u5143\u7684\u5b63\u5ea6\u80a1\u606f\u3002\u6211\u4eec\u9884\u8ba1\u672c\u5b63\u5ea6\u5176\u8d22\u5bcc\u7ba1\u7406\u548c\u4ea4\u6613\u4e1a\u52a1\u90e8\u95e8\u5c06\u7ee7\u7eed\u4fdd\u6301\u589e\u957f\u52bf\u5934\uff0c\u63a8\u52a8\u6536\u76ca\u8fdb\u4e00\u6b65\u589e\u957f\uff0c\u5e76\u652f\u6301\u80a1\u7968\u56de\u8d2d\u8ba1\u5212\u3002 \u661f\u5c55\u96c6\u56e2\u4ef7\u683c\u6bd4\u8f83(\u76ee\u524d\u4e0e2016\u5e74\u7279\u6717\u666e\u8d62\u5f97\u603b\u7edf\u540e) (Source: Bloomberg) \u53d7\u76ca\u4e8e\u7279\u6717\u666e\u7684\u80dc\u5229\u3002\u661f\u5c55\u96c6\u56e2\u9884\u8ba1\uff0c\u5f53\u9009\u603b\u7edf\u5510\u7eb3\u5fb7\u00b7\u7279\u6717\u666e\u80dc\u51fa\u53ef\u80fd\u5e26\u6765\u597d\u5904\uff0c\u56e0\u4e3a\u4ed6\u7684\u901a\u80c0\u653f\u7b56\uff0c\u5982\u5f81\u6536\u5173\u7a0e\u548c\u964d\u4f4e\u7a0e\u7387\uff0c\u53ef\u80fd\u4f1a\u5bfc\u81f4\u8d27\u5e01\u653f\u7b56\u6536\u7d27\u3002\u8fd9\u5c06\u6709\u52a9\u4e8e\u661f\u5c55\u94f6\u884c\u63d0\u9ad8\u5176\u51c0\u606f\u5dee\uff0c\u5e76\u652f\u6301\u5176\u56fa\u5b9a\u8d44\u4ea7\u7ec4\u5408\u7684\u91cd\u65b0\u5b9a\u4ef7\u3002 24\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u56de\u987e\u3002\u7b2c\u4e09\u5b63\u5ea6\u603b\u6536\u5165\u589e\u957f11%\uff0c\u8fbe\u523057.5\u4ebf\u65b0\u5143\uff0c\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f15%\uff0c\u9996\u6b21\u8d85\u8fc730\u4ebf\u65b0\u5143\u3002\u661f\u5c55\u96c6\u56e2\u5ba3\u5e03\u4e86\u4e00\u9879\u65b0\u768430\u4ebf\u65b0\u5143\u80a1\u7968\u56de\u8d2d\u8ba1\u5212\uff0c\u5e76\u5ba3\u5e03\u5c06\u4e8e11\u670825\u65e5\u5de6\u53f3\u6d3e\u53d1\u6bcf\u80a10.54\u65b0\u5143\u7684\u7b2c\u4e09\u5b63\u5ea6\u80a1\u606f\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u76ca\u8d44\u6e90 (FR SP)\uff1a\u68d5\u6988\u6cb9\u4ef7\u683c\u521b\u4e24\u5e74\u6765\u65b0\u9ad8 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.48\uff0c\u76ee\u6807\u4ef7\uff1a1.60\uff0c\u6b62\u635f\u4ef7\uff1a1.42 \u76ca\u8d44\u6e90\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\u4ef7\u683c\u98d9\u5347\u81f3\u4e24\u5e74\u9ad8\u70b9\u3002\u68d5\u6988\u6cb9\u4ef7\u683c\u8fde\u7eed3\u5929\u66b4\u6da8\uff0c\u5728\u9700\u6c42\u65fa\u76db\u548c\u4f9b\u5e94\u7d27\u5f20\u7684\u60c5\u51b5\u4e0b\uff0c\u8fbe\u5230\u4e862\u5e74\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002\u7531\u4e8e\u5bf9\u5370\u5ea6\u3001\u4e2d\u56fd\u548c\u6b27\u76df\u7684\u51fa\u53e3\u589e\u52a0\uff0c\u5168\u7403\u7b2c\u4e8c\u5927\u68d5\u6988\u6cb9\u751f\u4ea7\u56fd\u9a6c\u6765\u897f\u4e9a10\u6708\u4efd\u7684\u51fa\u53e3\u589e\u957f\u4e8611%\u3002\u539f\u6cb9\u4ef7\u683c\u4e0a\u6da8\u4e5f\u63d0\u632f\u4e86\u68d5\u6988\u6cb9\u4f5c\u4e3a\u751f\u7269\u71c3\u6599\u539f\u6599\u7684\u9700\u6c42\u3002\u5370\u5c3c\u8ba1\u5212\u660e\u5e74\u63d0\u9ad8\u68d5\u6988\u6cb9\u5728\u751f\u7269\u71c3\u6599\u4e2d\u7684\u4f7f\u7528\uff0c\u9884\u8ba1\u5c06\u5e26\u6765\u989d\u5916\u9700\u6c42\u3002\u4f9b\u5e94\u65b9\u9762\u7684\u6311\u6218\uff08\u90e8\u5206\u539f\u56e0\u662f\u68d5\u6988\u6811\u8001\u5316\uff09\u5df2\u63a8\u52a8\u68d5\u6988\u6cb9\u4ef7\u683c\u4eca\u5e74\u4e0a\u6da8\u903e30%\u3002\u4e13\u5bb6\u9884\u8ba1\uff0c\u5728\u5b63\u8282\u6027\u6d88\u8d39\u3001\u6709\u9650\u4f9b\u5e94\u548c\u751f\u7269\u67f4\u6cb9\u9700\u6c42\u7684\u652f\u6301\u4e0b\uff0c\u8fd9\u79cd\u53cd\u5f39\u53ef\u80fd\u4f1a\u6301\u7eed\u52302025\u5e74\u7b2c\u4e00\u5b63\u5ea6\u3002\u8fd9\u79cd\u4ef7\u683c\u4e0a\u6da8\u6709\u5229\u4e8e\u68d5\u6988\u6cb9\u751f\u4ea7\u5546\u5982\u76ca\u8d44\u6e90\u3002 \u7c97\u68d5\u6988\u6cb9\u4ef7\u683c (Source: Bloomberg) \u6cf0\u56fd\u7981\u6b62\u68d5\u6988\u6cb9\u51fa\u53e3\u3002\u7531\u4e8e\u5e72\u65f1\u548c\u690d\u7269\u75c5\u5bb3\u5bfc\u81f4\u4ea7\u91cf\u51cf\u5c11\uff0c\u6cf0\u56fd\u56fd\u5185\u8d38\u6613\u90e8\u6682\u65f6\u7981\u6b62\u539f\u68d5\u6988\u6cb9\u51fa\u53e3\uff0c\u76ee\u7684\u662f\u7a33\u5b9a\u5f53\u5730\u4ef7\u683c\u5e76\u4fdd\u6301\u5145\u8db3\u7684\u5e93\u5b58\u3002\u8be5\u7981\u4ee4\u9884\u8ba1\u5c06\u6301\u7eed\u523012\u6708\uff0c\u65e8\u5728\u4fdd\u62a4\u6d88\u8d39\u8005\u548c\u519c\u6c11\u514d\u53d7\u4ef7\u683c\u98d9\u5347\u7684\u5f71\u54cd\u3002\u7531\u4e8e\u68d5\u6988\u6cb9\u5e93\u5b58\u8d85\u8fc720\u4e07\u5428\uff0c\u884c\u4e1a\u534f\u4f1a\u5df2\u540c\u610f\u505c\u6b62\u51fa\u53e3\uff0c\u5e76\u57282025\u5e741\u6708\u4e4b\u524d\u4fdd\u6301\u4ef7\u683c\u7a33\u5b9a\u3002\u96f6\u552e\u5546\u548c\u6279\u53d1\u5546\u8fd8\u627f\u8bfa\u7ef4\u6301\u5408\u7406\u7684\u74f6\u88c5\u68d5\u6988\u6cb9\u4ef7\u683c\uff0c\u8fdd\u89c4\u8005\u53ef\u80fd\u53d7\u5230\u7f5a\u6b3e\u6216\u76d1\u7981\u7b49\u60e9\u7f5a\u3002\u8fd9\u4e00\u7981\u4ee4\u5c06\u5bfc\u81f4\u68d5\u6988\u6cb9\u4f9b\u5e94\u51cf\u5c11\uff0c\u8fd9\u5c06\u7ee7\u7eed\u63a8\u9ad8\u4ef7\u683c\u3002 2024\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u30022024\u4e0a\u534a\u5e74\u603b\u6536\u5165\u540c\u6bd4\u589e\u957f1.9%\uff0c\u8fbe\u52304.572\u4ebf\u7f8e\u5143\uff0c\u800c2023\u5e74\u540c\u671f\u4e3a4.488\u4ebf\u7f8e\u5143\u3002\u6536\u5165\u589e\u957f\u4e3b\u8981\u662f\u7531\u4e8e\u751f\u4ea7\u91cf\u8f83\u53bb\u5e74\u540c\u671f\u6709\u6240\u589e\u52a0\uff0c\u90e8\u5206\u88ab\u7b2c\u4e09\u65b9\u91c7\u8d2d\u7684\u68d5\u6988\u6cb9\u4ea7\u54c1\u7528\u4e8e\u52a0\u5de5\u548c\u9500\u552e\u7684\u51cf\u5c11\u6240\u62b5\u6d88\u3002\u51c0\u5229\u6da6\u4e3a1.039\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f45.4%\uff0c\u8425\u4e1a\u5229\u6da6\u540c\u6bd4\u589e\u957f48.9%\uff0c\u8fbe\u52301.435\u4ebf\u7f8e\u5143\uff0c\u8fd9\u5f97\u76ca\u4e8e\u751f\u4ea7\u91cf\u589e\u52a0\u548c\u52a0\u5de5\u5229\u6da6\u7387\u6539\u5584\u3002\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4ece2023\u5e74\u4e0a\u534a\u5e74\u76844.56\u7f8e\u5206\u63d0\u9ad8\u81f32024\u5e74\u4e0a\u534a\u5e74\u76846.67\u7f8e\u5206\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u9999\u6e2f\u4ea4\u6613\u53ca\u7ed3\u7b97\u6240 (388 HK)\uff1a\u4e2d\u56fd\u6709\u738b\u724c \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a326\uff0c\u76ee\u6807\u4ef7\uff1a376\uff0c\u6b62\u635f\u4ef7\uff1a301 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