{"id":55827,"date":"2024-11-12T22:08:14","date_gmt":"2024-11-12T14:08:14","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=55827"},"modified":"2024-11-13T11:02:57","modified_gmt":"2024-11-13T03:02:57","slug":"kgi-daily-trading-ideas-13-nov-2024-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-13-nov-2024-zh\/","title":{"rendered":"2024\u5e7411\u670813\u65e5: \u5927\u534e\u94f6\u884c (UOB SP), \u4e2d\u56fd\u56fd\u9645\u822a\u7a7a (753 HK), \u5e15\u5170\u6cf0\u5c14\u6280\u672f(PLTR 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-55827-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\r\n<p><img decoding=\"async\" width=\"1913\" height=\"866\" class=\"wp-image-55908\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-computer-screen-description-aut-26.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-26.png 1913w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-computer-screen-description-aut-26-300x136.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-computer-screen-description-aut-26-1024x464.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-computer-screen-description-aut-26-768x348.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-computer-screen-description-aut-26-1536x695.png 1536w\" sizes=\"(max-width: 1913px) 100vw, 1913px\" \/><\/p>\r\n<p><img decoding=\"async\" width=\"1071\" height=\"274\" class=\"wp-image-55909\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-2-1.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-2-1.png 1071w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-2-1-300x77.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-2-1-1024x262.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-2-1-768x196.png 768w\" sizes=\"(max-width: 1071px) 100vw, 1071px\" \/><\/p>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"915\" height=\"282\" class=\"wp-image-55910\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screen-shot-of-a-table-description-automaticall.png\" alt=\"A screen shot of a table\r\n\r\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screen-shot-of-a-table-description-automaticall.png 915w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screen-shot-of-a-table-description-automaticall-300x92.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screen-shot-of-a-table-description-automaticall-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-55865\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-4.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-4.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-4-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/p>\r\n<h3><a id=\"post-55827-_qqv3rtx8nazp\"><\/a><a id=\"post-55827-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1601\" height=\"724\" class=\"wp-image-55866\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-computer-description-automatica-20.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-20.png 1601w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-computer-description-automatica-20-300x136.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-computer-description-automatica-20-1024x463.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-computer-description-automatica-20-768x347.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-computer-description-automatica-20-1536x695.png 1536w\" sizes=\"(max-width: 1601px) 100vw, 1601px\" \/><\/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-55867\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-6.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-6.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-6-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/p>\r\n<h1>\u00a0<\/h1>\r\n<h3><a id=\"post-55827-_9i0c554gtu0u\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-55868\" title=\"sg\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-7.png\" alt=\"\" width=\"602\" height=\"128\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-7.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-7-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\r\n<h2><strong>\u5927\u534e\u94f6\u884c (UOB SP)\uff1a\u65b0\u52a0\u5761\u7684\u7279\u6717\u666e\u4e3b\u9898\u4ea4\u6613\u7ee7\u7eed<\/strong><\/h2>\r\n<ul>\r\n<li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a35\uff0c\u76ee\u6807\u4ef7\uff1a39\uff0c\u6b62\u635f\u4ef7\uff1a33<\/strong><\/li>\r\n<li>\u5927\u534e\u94f6\u884c\u6709\u9650\u516c\u53f8\u63d0\u4f9b\u5e7f\u6cdb\u7684\u91d1\u878d\u670d\u52a1\uff0c\u5305\u62ec\u4e2a\u4eba\u91d1\u878d\u670d\u52a1\u3001\u8d22\u5bcc\u7ba1\u7406\u3001\u79c1\u4eba\u94f6\u884c\u3001\u5546\u4e1a\u53ca\u4f01\u4e1a\u94f6\u884c\u3001\u4ea4\u6613\u94f6\u884c\u3001\u6295\u8d44\u94f6\u884c\u3001\u4f01\u4e1a\u91d1\u878d\u3001\u8d44\u672c\u5e02\u573a\u6d3b\u52a8\u3001\u5e93\u52a1\u670d\u52a1\u3001\u671f\u8d27\u7ecf\u7eaa\u3001\u8d44\u4ea7\u7ba1\u7406\u3001\u98ce\u9669\u8d44\u672c\u7ba1\u7406\u53ca\u4fdd\u9669\u3002<\/li>\r\n<li><strong>\u521b\u5386\u53f2\u65b0\u9ad8\u3002<\/strong>\u5927\u534e\u94f6\u884c\u7b2c\u4e09\u5b63\u5ea6\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f16%\uff0c\u8fbe\u523016.1\u4ebf\u65b0\u5143\uff0c\u8d85\u8fc7\u4e86\u5e02\u573a\u666e\u904d\u9884\u671f\u768415.1\u4ebf\u65b0\u5143\u3002\u8fd9\u4e00\u589e\u957f\u5f52\u56e0\u4e8e\u51c0\u624b\u7eed\u8d39\u6536\u5165\u521b\u5386\u53f2\u65b0\u9ad8\uff0c\u4ee5\u53ca\u5f3a\u52b2\u7684\u4ea4\u6613\u548c\u6295\u8d44\u6536\u5165\u3002\u6bcf\u80a1\u6536\u76ca\u589e\u81f33.79\u65b0\u5143\uff0c\u603b\u6536\u5165\u589e\u957f11%\uff0c\u8fbe\u523038.3\u4ebf\u65b0\u5143\u3002\u6263\u9664\u4e00\u6b21\u6027\u6536\u8d2d\u8d39\u7528\uff0c\u6838\u5fc3\u80a1\u672c\u56de\u62a5\u7387\u63d0\u9ad8\u81f314.3%\u3002\u51c0\u5229\u606f\u6536\u5165\u5fae\u589e1%\u81f324.6\u4ebf\u65b0\u5143\uff0c\u4f46\u51c0\u606f\u5dee\u4e0b\u964d\u81f32.05%\u3002\u51c0\u624b\u7eed\u8d39\u6536\u5165\u589e\u957f7%\uff0c\u81f36.3\u4ebf\u65b0\u5143\uff0c\u4e3b\u8981\u53d7\u8d22\u5bcc\u7ba1\u7406\u548c\u4fe1\u7528\u5361\u624b\u7eed\u8d39\u7684\u63a8\u52a8\u3002\u4ea4\u6613\u548c\u6295\u8d44\u6536\u5165\u6fc0\u589e82%\uff0c\u81f37.09\u4ebf\u65b0\u5143\uff0c\u5e26\u52a8\u5176\u4ed6\u975e\u5229\u606f\u6536\u5165\u589e\u957f70%\u3002\u4fe1\u8d37\u989d\u5ea6\u589e\u52a029%\u81f33.04\u4ebf\u65b0\u5143\uff0c\u4e3b\u8981\u662f\u7531\u4e8e\u82b1\u65d7\u4e0e\u6cf0\u56fd\u96f6\u552e\u5ba2\u6237\u7684\u6574\u5408\u95ee\u9898\uff0c\u9884\u8ba1\u5f88\u5feb\u5c31\u4f1a\u6062\u590d\u6b63\u5e38\u3002\u8d44\u4ea7\u8d28\u91cf\u4fdd\u6301\u7a33\u5b9a\uff0c\u4e0d\u826f\u8d37\u6b3e\u7387\u4e3a1.5%\uff0c\u6210\u672c\u6536\u5165\u6bd4\u6539\u5584\u81f342.4%\u3002<\/li>\r\n<li><strong>\u6f5c\u5728\u7684\u80a1\u7968\u56de\u8d2d\u3002<\/strong>\u5927\u534e\u94f6\u884c\u9996\u5e2d\u8d22\u52a1\u5b98\u6307\u51fa\uff0c\u8be5\u516c\u53f8\u62e5\u670920\u4ebf\u81f325\u4ebf\u65b0\u5143\u7684\u8fc7\u5269\u8d44\u672c\uff0c\u9884\u8ba125\u8d22\u5e74\u7684\u8d37\u6b3e\u589e\u957f\u5c06\u4f1a\u4e0a\u5347\u3002\u8be5\u94f6\u884c\u6b63\u5728\u8003\u8651\u6f5c\u5728\u7684\u80a1\u7968\u56de\u8d2d\uff0c\u4ee5\u4f18\u5316\u8d44\u672c\u7ba1\u7406\u3002\u5927\u534e\u94f6\u884c\u9884\u8ba1\uff0c\u572825\u8d22\u5e74\uff0c\u8d37\u6b3e\u5c06\u5b9e\u73b0\u4e2a\u4f4d\u6570\u589e\u957f\uff0c\u8d39\u7528\u5c06\u5b9e\u73b0\u4e24\u4f4d\u6570\u589e\u957f\uff0c\u603b\u6536\u5165\u5c06\u589e\u52a0\uff0c\u6210\u672c\u6536\u5165\u6bd4\u5c06\u572841%\u81f342%\u4e4b\u95f4\uff0c\u4fe1\u8d37\u6210\u672c\u5c06\u572825\u81f330\u4e2a\u57fa\u70b9\u4e4b\u95f4\u3002\u8fd9\u79cd\u4e50\u89c2\u7684\u524d\u666f\u9884\u8ba1\u5c06\u5728\u6295\u8d44\u8005\u4fe1\u5fc3\u589e\u5f3a\u7684\u652f\u6491\u4e0b\u63a8\u52a8\u5176\u80a1\u4ef7\u8fdb\u4e00\u6b65\u4e0a\u6da8\u3002<\/li>\r\n<\/ul>\r\n<p><strong>\u5927\u534e\u94f6\u884c\u80a1\u4ef7\u6bd4\u8f83(\u76ee\u524d\u4e0e2016\u5e74\u7279\u6717\u666e\u8d62\u5f97\u603b\u7edf\u540e)<\/strong><\/p>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1290\" height=\"505\" class=\"wp-image-55869\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-11.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-11.png 1290w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-11-300x117.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-11-1024x401.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-11-768x301.png 768w\" sizes=\"(max-width: 1290px) 100vw, 1290px\" \/><\/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>\u5927\u534e\u94f6\u884c\u7b49\u65b0\u52a0\u5761\u94f6\u884c\u5904\u4e8e\u6709\u5229\u5730\u4f4d\uff0c\u53ef\u4ee5\u4ece\u5f53\u9009\u603b\u7edf\u5510\u7eb3\u5fb7\u00b7\u7279\u6717\u666e\u9884\u671f\u7684\u7ecf\u6d4e\u653f\u7b56\u4e2d\u53d7\u76ca\u3002\u4ed6\u63d0\u51fa\u7684\u63aa\u65bd\uff0c\u5305\u62ec\u5f81\u6536\u5173\u7a0e\u548c\u51cf\u7a0e\uff0c\u53ef\u80fd\u5bfc\u81f4\u66f4\u5927\u7684\u8d22\u653f\u8d64\u5b57\uff0c\u4ece\u800c\u53ef\u80fd\u63a8\u9ad8\u901a\u80c0\u3002\u4f5c\u4e3a\u56de\u5e94\uff0c\u7f8e\u8054\u50a8\u53ef\u80fd\u91c7\u53d6\u66f4\u7d27\u7f29\u7684\u8d27\u5e01\u7acb\u573a\uff0c\u4ece\u800c\u5bfc\u81f4\u66f4\u9ad8\u7684\u5229\u7387\u73af\u5883\u3002\u8fd9\u79cd\u60c5\u51b5\u5bf9\u5927\u534e\u94f6\u884c\u662f\u6709\u5229\u7684\uff0c\u56e0\u4e3a\u52a0\u606f\u5c06\u63d0\u9ad8\u51c0\u606f\u5dee\uff0c\u4f7f\u94f6\u884c\u80fd\u591f\u4ece\u8d37\u6b3e\u548c\u5b58\u6b3e\u5229\u7387\u4e4b\u95f4\u7684\u5dee\u989d\u4e2d\u83b7\u5f97\u66f4\u5927\u7684\u6536\u5165\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%\u81f338.3\u4ebf\u65b0\u5143\uff0c\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f16%\u81f316.1\u4ebf\u65b0\u5143\uff0c\u4e0a\u5e74\u540c\u671f\u4e3a13.8\u4ebf\u65b0\u5143\u3002\u6bcf\u80a1\u6536\u76ca\u4ece23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u76843.23\u65b0\u5143\u589e\u81f33.79\u65b0\u5143\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-55870\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-blue-and-white-rectangular-object-with-white-tex-3.png\" alt=\"A blue and white rectangular object 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-object-with-white-tex-3.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-blue-and-white-rectangular-object-with-white-tex-3-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/p>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1285\" height=\"517\" class=\"wp-image-55871\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-41.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-41.jpeg 1285w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-41-300x121.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-41-1024x412.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-41-768x309.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-55872\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-long-line-of-a-white-background-description-aut-13.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-13.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-long-line-of-a-white-background-description-aut-13-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h2>\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>\u91cd\u7533\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-55873\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-12.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-12.png 1283w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-12-300x117.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-12-1024x401.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-12-768x300.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-55874\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-blue-and-white-rectangular-box-with-white-text-30.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-30.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-blue-and-white-rectangular-box-with-white-text-30-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/p>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1285\" height=\"517\" class=\"wp-image-55875\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-42.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-42.jpeg 1285w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-42-300x121.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-42-1024x412.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-42-768x309.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-55876\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-15.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-15.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-15-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\r\n<h3><a id=\"post-55827-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-55877\" title=\"hk\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-16.png\" alt=\"\" width=\"602\" height=\"128\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-16.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-16-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\r\n<h2><a id=\"post-55827-_34eo5yf8y7pj\"><\/a><strong>\u4e2d\u56fd\u56fd\u9645\u822a\u7a7a (753 HK)\uff1a\u66f4\u591a\u7b7e\u8bc1\u4ee5\u652f\u6301\u5373\u5c06\u5230\u6765\u7684\u65c5\u6e38\u65fa\u5b63<\/strong><\/h2>\r\n<ul>\r\n<li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a4.60\uff0c\u76ee\u6807\u4ef7\uff1a5.20\uff0c\u6b62\u635f\u4ef7\uff1a4.30<\/strong><\/li>\r\n<li><strong>\u4e2d\u56fd\u56fd\u9645\u822a\u7a7a\u80a1\u4efd\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u63d0\u4f9b\u4e2d\u56fd\u56fd\u5185\u3001\u6e2f\u6fb3\u53f0\u5730\u533a\u53ca\u56fd\u9645\u822a\u7a7a\u5ba2\u8fd0\u3001\u8d27\u8fd0\u90ae\u8fd0\u53ca\u7ef4\u4fee\u670d\u52a1\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u8fd8\u4ece\u4e8b\u56fd\u5185\u3001\u56fd\u9645\u516c\u52a1\u98de\u884c\u4e1a\u52a1\uff0c\u98de\u673a\u6267\u7ba1\u4e1a\u52a1\uff0c\u822a\u7a7a\u5668\u7ef4\u4fee\uff0c\u822a\u7a7a\u516c\u53f8\u95f4\u4e1a\u52a1\u4ee3\u7406\uff0c\u4e0e\u4e3b\u8425\u4e1a\u52a1\u6709\u5173\u7684\u5730\u9762\u670d\u52a1\u548c\u822a\u7a7a\u5feb\u9012\uff0c\u673a\u4e0a\u514d\u7a0e\u54c1\uff0c\u673a\u4e0a\u5546\u54c1\u96f6\u552e\u4e1a\u52a1\u4ee5\u53ca\u822a\u7a7a\u610f\u5916\u4fdd\u9669\u9500\u552e\u4ee3\u7406\u4e1a\u52a1\u3002<\/strong><\/li>\r\n<li><strong>\u514d\u7b7e\u8bc1\u653f\u7b56\u6269\u5927\u5230\u66f4\u591a\u56fd\u5bb6\u3002\u4e2d\u56fd\u6700\u8fd1\u5ba3\u5e03\u5c06\u514d\u7b7e\u8bc1\u653f\u7b56\u6269\u5927\u5230\u53e6\u59169\u4e2a\u56fd\u5bb6\uff1a\u65af\u6d1b\u4f10\u514b\u3001\u632a\u5a01\u3001\u82ac\u5170\u3001\u4e39\u9ea6\u3001\u51b0\u5c9b\u3001\u5b89\u9053\u5c14\u3001\u6469\u7eb3\u54e5\u3001\u5217\u652f\u6566\u58eb\u767b\u548c\u97e9\u56fd\u3002\u8be5\u653f\u7b56\u5c06\u4e8e2024\u5e7411\u67088\u65e5\u751f\u6548\uff0c\u6709\u6548\u671f\u81f32025\u5e7412\u670831\u65e5\u3002\u6b64\u6b21\u5ef6\u671f\u9884\u8ba1\u5c06\u63d0\u632f\u4e2d\u56fd\u7684\u56fd\u9645\u65c5\u6e38\u4e1a\uff0c\u5c24\u5176\u662f\u6765\u81ea\u4e3b\u8981\u6e38\u5ba2\u6765\u6e90\u97e9\u56fd\u7684\u65c5\u6e38\u4e1a\u3002\u636e\u300a\u97e9\u56fd\u65f6\u62a5\u300b\u62a5\u9053\uff0c\u57282019\u5e74\u5927\u6d41\u884c\u4e4b\u524d\uff0c\u7ea6\u6709430\u4e07\u97e9\u56fd\u4eba\u8bbf\u95ee\u4e86\u4e2d\u56fd\u3002\u7136\u800c\uff0c\u97e9\u56fd\u5916\u4ea4\u90e8\uff08Ministry of Foreign Affairs\uff09\u57282023\u5e74\u8bb0\u5f55\u7684\u97e9\u56fd\u6e38\u5ba2\u4eba\u6570\u4e0d\u5230130\u4e07\u3002\u8fd9\u4e9b\u514d\u7b7e\u653f\u7b56\u65e8\u5728\u523a\u6fc0\u5165\u5883\u65c5\u6e38\uff0c\u5165\u5883\u65c5\u6e38\u5c1a\u672a\u6062\u590d\u5230\u75ab\u60c5\u524d\u7684\u6c34\u5e73\uff0c\u9884\u8ba1\u56fd\u9645\u6e38\u5ba2\u7684\u589e\u52a0\u53ef\u80fd\u4f1a\u4f7f\u56fd\u822a\u53d7\u76ca<\/strong>\u3002<\/li>\r\n<li><strong>\u5373\u5c06\u5230\u6765\u7684\u51ac\u5b63\u6d3b\u52a8\u548c\u65c5\u6e38\u5b63\u8282\u6027\u3002\u4e2d\u56fd\u4e1c\u5317\u9ed1\u9f99\u6c5f\u7701\u7701\u4f1a\u54c8\u5c14\u6ee8\u7684\u51ac\u5b63\u65c5\u6e38\u6b63\u5728\u84ec\u52c3\u53d1\u5c55\u3002\u636e\u300a\u54c8\u5c14\u6ee8\u65e5\u62a5\u300b\u6700\u8fd1\u7684\u4e00\u7bc7\u62a5\u9053\uff0c\u81ea10\u6708\u521d\u4ee5\u6765\uff0c\u5728\u5404\u79cd\u5728\u7ebf\u65c5\u6e38\u3001\u56e2\u8d2d\u548c\u793e\u4ea4\u5a92\u4f53\u5e73\u53f0\u4e0a\uff0c\u54c8\u5c14\u6ee8\u51ac\u5b63\u65c5\u6e38\u4ea7\u54c1\uff08\u5982\u6ed1\u96ea\u3001\u51b0\u9493\u3001\u96ea\u4e0a\u8fdc\u8db3\u3001\u6781\u5149\u548c\u65f6\u95f4\u89c2\u8d4f\uff09\u7684\u641c\u7d22\u548c\u9884\u8ba2\u91cf\u663e\u8457\u589e\u52a0\uff0c\u8d85\u8fc7\u4e86\u53bb\u5e74\u540c\u671f\u7684\u6c34\u5e73\u3002\u4e3b\u8981\u5728\u7ebf\u5e73\u53f0\u7f8e\u56e2\u7684\u6570\u636e\u663e\u793a\uff0c\u4e2d\u56fd\u51ac\u5b63\u6d3b\u52a8\u7684\u641c\u7d22\u91cf\u589e\u957f\u4e8672%\u3002\u968f\u774011\u6708\u65c5\u6e38\u65fa\u5b63\u7684\u4e34\u8fd1\uff0c\u968f\u7740\u6d88\u8d39\u8005\u8ba1\u5212\u5e74\u7ec8\u5ea6\u5047\uff0c\u5bfb\u627e\u66f4\u6e29\u6696\u7684\u76ee\u7684\u5730\uff0c\u6216\u8005\u62e5\u62b1\u51ac\u5b63\u4f53\u9a8c\uff0c\u65c5\u6e38\u9700\u6c42\u9884\u8ba1\u4f1a\u6fc0\u589e\u3002\u4e3a\u53cd\u6620\u8fd9\u4e00\u9700\u6c42\uff0c\u4e2d\u56fd\u822a\u7a7a\u516c\u53f8\u589e\u52a0\u4e86\u51ac\u6625\u822a\u73ed\u65f6\u523b\u8868\uff0c\u9884\u8ba12024\u5e74\u56fd\u9645\u822a\u73ed\u540c\u6bd4\u589e\u957f\u8fd131%\uff0c\u521b\u5386\u53f2\u65b0\u9ad8\u3002<\/strong><\/li>\r\n<li><strong>\u4f4e\u5ec9\u7684\u822a\u7a7a\u71c3\u6cb9\u4ef7\u683c\u30022024\u5e7411\u6708\uff0c\u822a\u7a7a\u71c3\u6cb9\u4ef7\u683c\u4fdd\u6301\u5728\u4f4e\u4f4d\uff0c\u8fd9\u5bf9\u822a\u7a7a\u516c\u53f8\u6765\u8bf4\u662f\u4e00\u4e2a\u79ef\u6781\u7684\u53d1\u5c55\uff0c\u56e0\u4e3a\u8fd9\u4f7f\u5b83\u4eec\u80fd\u591f\u964d\u4f4e\u8fd0\u8425\u6210\u672c\u3002\u55b7\u6c14\u71c3\u6599\u662f\u822a\u7a7a\u516c\u53f8\u7684\u4e3b\u8981\u6210\u672c\u56e0\u7d20\uff0c\u901a\u5e38\u5360\u5176\u8fd0\u8425\u6210\u672c\u768420-30%\u3002\u518d\u52a0\u4e0a\u5373\u5c06\u5230\u6765\u7684\u51ac\u5b63\u65c5\u6e38\u65fa\u5b63\uff0c\u822a\u7a7a\u516c\u53f8\u5c06\u53d7\u76ca\u4e8e\u71c3\u6cb9\u6210\u672c\u7684\u964d\u4f4e\uff0c\u8fd9\u53ef\u80fd\u4f1a\u63d0\u9ad8\u5b83\u4eec\u7684\u5229\u6da6\u7387\u3002<\/strong><\/li>\r\n<\/ul>\r\n<p><strong>\u822a\u7164\u4ef7\u683c<\/strong><\/p>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1379\" height=\"536\" class=\"wp-image-55878\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-of-a-graph-description-automatically-gene-3.jpeg\" alt=\"A graph of a graph\r\n\r\nDescription automatically generated with medium confidence\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-of-a-graph-description-automatically-gene-3.jpeg 1379w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-of-a-graph-description-automatically-gene-3-300x117.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-of-a-graph-description-automatically-gene-3-1024x398.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-of-a-graph-description-automatically-gene-3-768x299.jpeg 768w\" sizes=\"(max-width: 1379px) 100vw, 1379px\" \/><\/p>\r\n<p style=\"text-align: center;\">(Source: <a href=\"https:\/\/www.iata.org\/en\/publications\/economics\/fuel-monitor\/\">IATA<\/a>)<\/p>\r\n<ul>\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\u81f3486\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u540c\u6bd4\u589e\u957f6.03%\uff0c\u800c\u7b2c\u4e09\u5b63\u5ea6\u4e3a459\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u516c\u53f8\u7b2c\u4e09\u5b63\u5ea6\u80a1\u4e1c\u5e94\u5360\u5229\u6da6\u540c\u6bd4\u4e0b\u964d2.31%\u81f341.4\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c\u53bb\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a42.4\u4ebf\u5143\u4eba\u6c11\u5e01\u300224\u5e74\u7b2c\u4e09\u5b63\u5ea6\u6bcf\u80a1\u57fa\u672c\u6536\u76ca\u753123\u5e74\u7b2c\u4e09\u5b63\u5ea6\u76840.28\u5143\u4e0a\u5347\u81f30.26\u5143\u3002<\/li>\r\n<li><strong>\u5e02\u573a\u5171\u8bc6<\/strong><\/li>\r\n<\/ul>\r\n<p><strong><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-55879\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-18.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-18.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-18-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong><\/p>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1285\" height=\"517\" class=\"wp-image-55880\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-19.jpeg\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-19.jpeg 1285w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-19-300x121.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-19-1024x412.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-19-768x309.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-55881\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-20.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-20.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-20-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\r\n<h2><strong>\u6ce1\u6ce1\u739b\u7279\u56fd\u9645\u96c6\u56e2 (9992 HK)\uff1aLabubu\u72c2\u70ed<\/strong><\/h2>\r\n<ul>\r\n<li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a74.0\uff0c\u76ee\u6807\u4ef7\uff1a90.0\uff0c\u6b62\u635f\u4ef7\uff1a65.0<\/strong><\/li>\r\n<li>\u6ce1\u6ce1\u739b\u7279\u56fd\u9645\u96c6\u56e2\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u63d0\u4f9b\u6f6e\u6d41\u73a9\u5177\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u77e5\u8bc6\u4ea7\u6743\uff08IP\uff09\u662f\u5176\u516c\u53f8\u4e1a\u52a1\u7684\u6838\u5fc3\u3002\u8be5\u516c\u53f8\u5efa\u7acb\u4e86\u8986\u76d6\u6f6e\u6d41\u73a9\u5177\u5168\u4ea7\u4e1a\u94fe\u7684\u4e00\u4f53\u5316\u5e73\u53f0\uff0c\u5305\u62ec\u827a\u672f\u5bb6\u53d1\u6398\u3001IP\u8fd0\u8425\u3001\u6d88\u8d39\u8005\u89e6\u8fbe\u53ca\u6f6e\u6d41\u73a9\u5177\u6587\u5316\u7684\u63a8\u5e7f\u3002\u8be5\u516c\u53f8\u57fa\u4e8eIP\u5f00\u53d1\u5404\u79cd\u6f6e\u6d41\u73a9\u5177\u4ea7\u54c1\u3002\u5176\u6ce1\u6ce1\u739b\u7279\u54c1\u724c\u4ea7\u54c1\u4e3b\u8981\u5206\u4e3a\u76f2\u76d2\u3001\u624b\u529e\u3001\u7403\u5f62\u5173\u8282\u5a03\u5a03\uff08BJD\uff09\u53ca\u884d\u751f\u54c1\u3002\u8be5\u516c\u53f8\u4e8e\u4e2d\u56fd\u5e02\u573a\u53ca\u6d77\u5916\u5e02\u573a\u5f00\u5c55\u4e1a\u52a1\u3002<\/li>\r\n<li><strong>\u5728\u65f6\u5c1a\u7cfb\u5217\u4e2d\u7ee7\u7eed\u8d5a\u53d6\u6536\u5165\u3002<\/strong>\u6ce1\u6ce1\u739b\u7279\u7684Labubu\u7cfb\u5217\u6700\u8fd1\u5728\u5168\u7403\u75af\u4f20\uff0c\u90e8\u5206\u539f\u56e0\u662fBLACKPINK\u7684\u4e3d\u838e\u5728\u793e\u4ea4\u5a92\u4f53\u4e0a\u53d1\u4e86\u4e00\u7bc7\u5e16\u5b50\u3002\u518d\u52a0\u4e0a\u5176\u4ed6\u51e0\u4f4d\u540d\u4eba\u7684\u4ee3\u8a00\uff0c\u8fd9\u79cd\u77e5\u540d\u5ea6\u7684\u98d9\u5347\u5f15\u53d1\u4e86\u5bf9Labubu\u73a9\u5177\u7684\u5de8\u5927\u9700\u6c42\uff0c\u4ea7\u54c1\u5728\u53d1\u5e03\u540e\u4e0d\u4e45\u5c31\u5728\u5546\u5e97\u548c\u7f51\u4e0a\u9500\u552e\u4e00\u7a7a\u3002\u300aLabubu\u300b\u7cfb\u5217\u57282024\u5e74\u4e0a\u534a\u5e74\u521b\u9020\u4e866.268\u4ebf\u5143\u7684\u9500\u552e\u989d\uff0c\u6709\u671b\u6210\u4e3a\u6ce1\u6ce1\u739b\u7279\u4eca\u5e74\u6536\u5165\u6700\u9ad8\u7684IP\u3002\u5176\u4ed6\u70ed\u95e8\u7cfb\u5217\uff0c\u5982\u300a\u8309\u8389\u300b\u548c\u300a\u9ab7\u9ac5\u718a\u300b\uff0c\u4e5f\u8868\u73b0\u5f02\u5e38\u51fa\u8272\uff0c\u622a\u81f324\u5c0f\u65f6\uff0c\u5206\u522b\u5e26\u6765\u4e867.821\u4ebf\u5143\u4eba\u6c11\u5e01\u548c5.743\u4ebf\u5143\u4eba\u6c11\u5e01\u7684\u6536\u5165\u3002<\/li>\r\n<li><strong>\u4f18\u4e8e\u9884\u671f\u7684\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002<\/strong>\u6ce1\u6ce1\u739b\u7279\u6700\u8fd1\u53d1\u5e03\u4e86\u5176\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u4e1a\u7ee9\u66f4\u65b0\uff0c\u9884\u8ba1\u6536\u5165\u5c06\u540c\u6bd4\u589e\u957f\u4e00\u500d\u4ee5\u4e0a\u3002\u8be5\u516c\u53f8\u9884\u8ba1\u6574\u4f53\u6536\u5165\u5c06\u540c\u6bd4\u589e\u957f120%-125%\u3002\u4e2d\u56fd\u5927\u9646\u4e1a\u52a1\u6536\u5165\u540c\u6bd4\u589e\u957f55%-60%\uff0c\u6e2f\u6fb3\u53f0\u53ca\u6d77\u5916\u5e02\u573a\u6536\u5165\u540c\u6bd4\u589e\u957f440%-445%\u3002\u6d77\u5916\u6536\u5165\u7684\u663e\u8457\u589e\u957f\u51f8\u663e\u4e86\u6ce1\u6ce1\u739b\u7279\u6269\u5f20\u52aa\u529b\u7684\u6210\u529f\u53ca\u5176\u5728\u4e2d\u56fd\u4ee5\u5916\u5e02\u573a\u7684\u4e0d\u65ad\u52a0\u5f3a\u3002\u8be5\u516c\u53f8\u7684\u5168\u7403\u589e\u957f\u6218\u7565\u663e\u7136\u6b63\u5728\u53d6\u5f97\u6210\u6548\uff0c\u4e3a\u5176\u6574\u4f53\u4e1a\u7ee9\u505a\u51fa\u4e86\u91cd\u5927\u8d21\u732e\u3002<\/li>\r\n<li><strong>\u6269\u5927\u672c\u5730\u548c\u6d77\u5916\u4e1a\u52a1\u3002<\/strong>\u77e5\u540d\u9ad8\u7aef\u73a9\u5177\u54c1\u724c\u6ce1\u6ce1\u739b\u7279\u5728\u5c98\u6e2f\u5df4\u90a3\u5c71\u592a\u9633\u4e16\u754c\u6b63\u5f0f\u5f00\u4e1a\uff0c\u521b\u9020\u4e86\u4e00\u4e2a\u9ad8\u5ea6\u827a\u672f\u5316\u7684\u7a7a\u95f4\u3002\u5750\u843d\u5728\u5df4\u90a3\u5c71\u7684\u9ec4\u91d1\u5730\u6bb5\uff0c\u8fd9\u5bb6\u5e97\u7684\u7279\u8272\u662f\u4ee4\u4eba\u5370\u8c61\u6df1\u523b\u7684\u5185\u90e8\u5efa\u7b51\uff0c\u7c7b\u4f3c\u4e8e\u4e00\u5ea7\u5b8f\u4f1f\u7684\u57ce\u5821\uff0c\u7075\u611f\u6765\u81ea\u4e00\u4e2a\u53e4\u8001\u7684\u6cd5\u56fd\u6751\u5e84\u7684\u827a\u672f\u548c\u6587\u5316\u9b45\u529b\u3002\u8fd9\u662f\u6ce1\u6ce1\u739b\u7279\u5728\u4e1c\u5357\u4e9a\u4e3b\u9898\u516c\u56ed\u5f00\u8bbe\u7684\u7b2c\u4e00\u5bb6\u95e8\u5e97\u3002\u6e38\u5ba2\u53ef\u4ee5\u63a2\u7d22\u50cf\u83ab\u8389\u3001\u9ab7\u9ac5\u718a\u732b\u3001\u5e7f\u91ce\u3001Dimoo\u548c\u602a\u7269\u8fd9\u6837\u7684\u6807\u5fd7\u6027\u4eba\u7269\uff0c\u4f7f\u6bcf\u6b21\u53c2\u89c2\u90fd\u6210\u4e3a\u72ec\u7279\u7684\u827a\u672f\u4f53\u9a8c\u3002\u6b64\u5916\uff0c\u6ce1\u6ce1\u739b\u7279\u6700\u8fd1\u5728\u5317\u4eac\u5f00\u8bbe\u4e86\u7b2c\u4e00\u5bb6\u4e3b\u9898\u516c\u56ed\uff0c\u5c06\u5317\u4eac\u6700\u5927\u7684\u516c\u56ed\u671d\u9633\u516c\u56ed\u6539\u9020\u6210\u4e00\u4e2a\u6c89\u6d78\u5f0f\u7684\u5a31\u4e50\u7a7a\u95f4\uff0c\u91cc\u9762\u5145\u6ee1\u4e86\u83ab\u8389\u3001\u62c9\u5e03\u5e03\u548c\u8fea\u7a46\u7b49\u6df1\u53d7\u559c\u7231\u7684\u89d2\u8272\u3002\u8fd9\u4e9b\u6269\u5f20\uff0c\u52a0\u4e0a\u602a\u7269\u548c\u83ab\u8389\u7cfb\u5217\u7684\u65e5\u76ca\u6d41\u884c\uff0c\u5c06\u5438\u5f15\u66f4\u591a\u7684\u6e38\u5ba2\uff0c\u52a0\u5f3a\u6ce1\u6ce1\u739b\u7279\u7684\u5168\u7403\u5f71\u54cd\u529b\u3002<\/li>\r\n<li><strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u5ea6\u4e1a\u7ee9\u3002<\/strong>\u8be5\u516c\u53f82024\u5e74\u4e0a\u534a\u5e74\u6536\u5165\u589e\u957f\u81f345.6\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u540c\u6bd4\u589e\u957f62.0%\uff0c\u800c2023\u5e74\u4e0a\u534a\u5e74\u6536\u5165\u4e3a28.1\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u516c\u53f82024\u5e74\u4e0a\u534a\u5e74\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f93.3%\u81f39.641\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c2023\u5e74\u4e0a\u534a\u5e74\u51c0\u5229\u6da6\u4e3a4.772\u4ebf\u5143\u4eba\u6c11\u5e01\u30022024\u5e74\u4e0a\u534a\u5e74\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4e0a\u5347\u81f369.49\u5143\u4eba\u6c11\u5e01\uff0c\u800c2023\u5e74\u4e0a\u534a\u5e74\u4e3a35.46\u5143\u4eba\u6c11\u5e01\u3002<\/li>\r\n<li><strong>\u5e02\u573a\u5171\u8bc6<\/strong><\/li>\r\n<\/ul>\r\n<p><strong><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-55882\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-21.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-21.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-21-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong><\/p>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1556\" height=\"597\" class=\"wp-image-55883\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-22.jpeg\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-22.jpeg 1556w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-22-300x115.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-22-1024x393.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-22-768x295.jpeg 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-22-1536x589.jpeg 1536w\" sizes=\"(max-width: 1556px) 100vw, 1556px\" \/><\/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-55884\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-23.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-23.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-23-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/p>\r\n<h3><a id=\"post-55827-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-55885\" title=\"us\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-24.png\" alt=\"\" width=\"827\" height=\"105\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-24.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-24-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-24-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\r\n<h3><strong>\u5e15\u5170\u6cf0\u5c14\u6280\u672f(PLTR US)\uff1a\u5546\u4e1a\u6536\u5165\u589e\u957f<\/strong><\/h3>\r\n<ul>\r\n<li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a56\uff0c\u76ee\u6807\u4ef7\uff1a64\uff0c\u6b62\u635f\u4ef7\uff1a52<\/strong><\/li>\r\n<li>\u5e15\u5170\u6cf0\u5c14\u6280\u672f\u5f00\u53d1\u5206\u6790\u8d44\u8baf\u7684\u8f6f\u4f53\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u652f\u63f4\u591a\u79cd\u6570\u636e\u7684\u89e3\u51b3\u65b9\u6848\uff0c\u5305\u62ec\u7ed3\u6784\u5316\u3001\u975e\u7ed3\u6784\u5316\u3001\u5173\u7cfb\u3001\u65f6\u95f4\u548c\u5730\u7406\u7a7a\u95f4\u6570\u636e\u3002\u5e15\u5170\u6cf0\u5c14\u6280\u672f\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002<\/li>\r\n<li><strong>\u4eba\u5de5\u667a\u80fd\u5e94\u7528\u524d\u666f\u660e\u786e\u3002<\/strong>\u7f8e\u56fd\u56fd\u9632\u90e8\u662f\u8be5\u516c\u53f8\u516c\u5171\u4e1a\u52a1\u7684\u6700\u5927\u5ba2\u6237\uff0c\u8be5\u516c\u53f8\u7684\u5e73\u53f0\u4e3a\u7f8e\u56fd\u6d77\u9646\u519b\u63d0\u4f9b\u4eba\u5de5\u667a\u80fd\u65b9\u9762\u7684\u8bad\u7ec3\u3002\u7531\u4e8e\u6570\u636e\u654f\u611f\u6027\u548c\u673a\u5bc6\u6027\u5173\u7cfb\uff0c\u8be5\u9879\u4e1a\u52a1\u7684\u62a4\u57ce\u6cb3\u5f88\u6df1\uff0c\u56e0\u6b64\u5e94\u6536\u7684\u589e\u957f\u5341\u5206\u7a33\u5b9a\u4e14\u786e\u5b9a\u3002\u6b64\u5916\uff0c\u516c\u53f8\u7684\u5546\u4e1a\u90e8\u95e8\u5ba2\u6237\u6570\u91cf\u5728\u9ad8\u901f\u589e\u957f\uff0c\u5176\u4e1a\u52a1\u6a21\u5f0f\u4e3a\u516c\u53f8\u7684\u4eba\u5de5\u667a\u80fd\u5e73\u53f0\u4e0e\u4f01\u4e1a\u6570\u636e\u5bf9\u63a5\uff0c\u7ee7\u800c\u8fdb\u884c\u5546\u4e1a\u5206\u6790\u5e76\u63d0\u4f9b\u89e3\u51b3\u65b9\u6848\u3002\u4e00\u65e6\u7ed1\u5b9a\u5ba2\u6237\u540e\uff0c\u516c\u53f8\u7684\u7ecf\u5e38\u6027\u8425\u6536\u5c06\u9010\u7ea7\u9012\u589e\u3002\u7efc\u5408\u800c\u8a00\uff0c\u516c\u53f8\u5728\u5165\u9ad8\u901f\u589e\u957f\u7684\u521d\u671f\u3002<\/li>\r\n<li><strong>\u6700\u8fd1\u4e24\u5b63\u5ea6\u4e1a\u7ee9\u7b26\u540840\u6cd5\u5219\u3002 <\/strong>40\u6cd5\u5219(Rule of 40) \u662f\u4e00\u4e2a\u7528\u6765\u8861\u91cf\u8f6f\u4ef6\u5373\u670d\u52a1(SaaS)\u516c\u53f8\u7efc\u5408\u6548\u76ca\u7684\u6307\u6807\uff0c\u82e5\u8425\u6536\u589e\u957f\u7387\u548c\u5229\u6da6\u7387(EBITDA Margin)\u76f8\u52a0\u8fbe\u5230\u6216\u8d85\u8fc740%\uff0c\u5219\u8ba4\u4e3a\u662f\u826f\u597d\u6548\u76ca\u3002\u5e15\u5170\u6cf0\u5c14\u6280\u672f\u5728\u6700\u8fd1\u4e24\u5b63\u5ea6\u4e1a\u7ee9\u9996\u6b21\u8d85\u8fc7\u8be5\u6307\u6807\u3002\u56e0\u6b64\u516c\u53f8\u57fa\u672c\u9762\u5341\u5206\u7a33\u5065\u3002<\/li>\r\n<li><strong>24\u8d22\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u589e\u957f30%\uff0c\u8fbe\u52307.255\u4ebf\u7f8e\u5143\uff0c\u8d85\u9884\u671f2,183\u4e07\u7f8e\u5143\u3002 GAAP\u6bcf\u80a1\u76c8\u5229\u4e3a0.1\u7f8e\u5143\uff0c\u8d85\u9884\u671f0.01\u7f8e\u5143\u3002\u9884\u8ba12024\u8d22\u5e74\u6536\u5165\u5c06\u57287.67\u4ebf\u81f37.71\u4ebf\u7f8e\u5143\u4e4b\u95f4\uff0c\u4f4e\u4e8e\u5e02\u573a\u9884\u671f\u76847.7405\u4ebf\u7f8e\u5143\uff1b\u5c06\u7f8e\u56fd\u5546\u4e1a\u6536\u5165\u9884\u671f\u63d0\u9ad8\u5230\u81f3\u5c116.87\u4ebf\u7f8e\u5143\uff0c\u589e\u957f\u7387\u81f3\u5c11\u8fbe\u523050%\uff1b\u5c06\u8c03\u6574\u540e\u7684\u8425\u8fd0\u6536\u76ca\u6307\u5f15\u4e0a\u8c03\u81f310.54\u4ebf\u81f310.58\u4ebf\u7f8e\u5143\uff1b\u5c06\u8c03\u6574\u540e\u7684\u73b0\u91d1\u6d41\u52a8\u8d44\u91d1\u6307\u5f15\u4e0a\u8c03\u81f310\u4ebf\u7f8e\u5143\u4ee5\u4e0a\uff1b\u5e76\u7ee7\u7eed\u9884\u8ba1\u4eca\u5e74\u6bcf\u4e2a\u5b63\u5ea6\u7684GAAP\u8425\u4e1a\u6536\u5165\u548c\u51c0\u6536\u5165\u4e3a\u6b63\u503c\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-55886\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-25.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-25.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-25-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/p>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1556\" height=\"597\" class=\"wp-image-55887\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-26.jpeg\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-26.jpeg 1556w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-26-300x115.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-26-1024x393.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-26-768x295.jpeg 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-26-1536x589.jpeg 1536w\" sizes=\"(max-width: 1556px) 100vw, 1556px\" \/><\/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-55888\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-long-line-of-a-flag-description-automatically-g-18.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-18.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-long-line-of-a-flag-description-automatically-g-18-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-long-line-of-a-flag-description-automatically-g-18-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/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-55889\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-blue-and-white-rectangular-box-with-numbers-des-18.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-18.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-blue-and-white-rectangular-box-with-numbers-des-18-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/p>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1285\" height=\"517\" class=\"wp-image-55890\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-43.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-43.jpeg 1285w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-43-300x121.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-43-1024x412.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-43-768x309.jpeg 768w\" sizes=\"(max-width: 1285px) 100vw, 1285px\" \/><\/p>\r\n<p style=\"text-align: center;\">(Source: Bloomberg)<\/p>\r\n<p>\u00a0<\/p>\r\n<p style=\"text-align: right;\"><a href=\"#top\">^ Back To Top<\/a><\/p>\r\n<h3><a id=\"post-55827-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-55891\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-30.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-30.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-30-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/h3>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"618\" height=\"128\" class=\"wp-image-55892\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-31.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-31.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-31-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/p>\r\n<p><strong>Trading Dashboard Update: <\/strong>Take Profit on Paypal Holdings Inc. (PYPL US) at US$86.0 and DoorDash, Inc. (DASH) at US174. Cut loss on Meituan (3690 HK) at HK$185.0. Add Air China Ltd (753 HK) at HK$4.60.<\/p>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"443\" class=\"wp-image-55893\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-32.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-32.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-32-300x141.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-55827-32-768x361.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 \u5927\u534e\u94f6\u884c (UOB SP)\uff1a\u65b0\u52a0\u5761\u7684\u7279\u6717\u666e\u4e3b\u9898\u4ea4\u6613\u7ee7\u7eed \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a35\uff0c\u76ee\u6807\u4ef7\uff1a39\uff0c\u6b62\u635f\u4ef7\uff1a33 \u5927\u534e\u94f6\u884c\u6709\u9650\u516c\u53f8\u63d0\u4f9b\u5e7f\u6cdb\u7684\u91d1\u878d\u670d\u52a1\uff0c\u5305\u62ec\u4e2a\u4eba\u91d1\u878d\u670d\u52a1\u3001\u8d22\u5bcc\u7ba1\u7406\u3001\u79c1\u4eba\u94f6\u884c\u3001\u5546\u4e1a\u53ca\u4f01\u4e1a\u94f6\u884c\u3001\u4ea4\u6613\u94f6\u884c\u3001\u6295\u8d44\u94f6\u884c\u3001\u4f01\u4e1a\u91d1\u878d\u3001\u8d44\u672c\u5e02\u573a\u6d3b\u52a8\u3001\u5e93\u52a1\u670d\u52a1\u3001\u671f\u8d27\u7ecf\u7eaa\u3001\u8d44\u4ea7\u7ba1\u7406\u3001\u98ce\u9669\u8d44\u672c\u7ba1\u7406\u53ca\u4fdd\u9669\u3002 \u521b\u5386\u53f2\u65b0\u9ad8\u3002\u5927\u534e\u94f6\u884c\u7b2c\u4e09\u5b63\u5ea6\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f16%\uff0c\u8fbe\u523016.1\u4ebf\u65b0\u5143\uff0c\u8d85\u8fc7\u4e86\u5e02\u573a\u666e\u904d\u9884\u671f\u768415.1\u4ebf\u65b0\u5143\u3002\u8fd9\u4e00\u589e\u957f\u5f52\u56e0\u4e8e\u51c0\u624b\u7eed\u8d39\u6536\u5165\u521b\u5386\u53f2\u65b0\u9ad8\uff0c\u4ee5\u53ca\u5f3a\u52b2\u7684\u4ea4\u6613\u548c\u6295\u8d44\u6536\u5165\u3002\u6bcf\u80a1\u6536\u76ca\u589e\u81f33.79\u65b0\u5143\uff0c\u603b\u6536\u5165\u589e\u957f11%\uff0c\u8fbe\u523038.3\u4ebf\u65b0\u5143\u3002\u6263\u9664\u4e00\u6b21\u6027\u6536\u8d2d\u8d39\u7528\uff0c\u6838\u5fc3\u80a1\u672c\u56de\u62a5\u7387\u63d0\u9ad8\u81f314.3%\u3002\u51c0\u5229\u606f\u6536\u5165\u5fae\u589e1%\u81f324.6\u4ebf\u65b0\u5143\uff0c\u4f46\u51c0\u606f\u5dee\u4e0b\u964d\u81f32.05%\u3002\u51c0\u624b\u7eed\u8d39\u6536\u5165\u589e\u957f7%\uff0c\u81f36.3\u4ebf\u65b0\u5143\uff0c\u4e3b\u8981\u53d7\u8d22\u5bcc\u7ba1\u7406\u548c\u4fe1\u7528\u5361\u624b\u7eed\u8d39\u7684\u63a8\u52a8\u3002\u4ea4\u6613\u548c\u6295\u8d44\u6536\u5165\u6fc0\u589e82%\uff0c\u81f37.09\u4ebf\u65b0\u5143\uff0c\u5e26\u52a8\u5176\u4ed6\u975e\u5229\u606f\u6536\u5165\u589e\u957f70%\u3002\u4fe1\u8d37\u989d\u5ea6\u589e\u52a029%\u81f33.04\u4ebf\u65b0\u5143\uff0c\u4e3b\u8981\u662f\u7531\u4e8e\u82b1\u65d7\u4e0e\u6cf0\u56fd\u96f6\u552e\u5ba2\u6237\u7684\u6574\u5408\u95ee\u9898\uff0c\u9884\u8ba1\u5f88\u5feb\u5c31\u4f1a\u6062\u590d\u6b63\u5e38\u3002\u8d44\u4ea7\u8d28\u91cf\u4fdd\u6301\u7a33\u5b9a\uff0c\u4e0d\u826f\u8d37\u6b3e\u7387\u4e3a1.5%\uff0c\u6210\u672c\u6536\u5165\u6bd4\u6539\u5584\u81f342.4%\u3002 \u6f5c\u5728\u7684\u80a1\u7968\u56de\u8d2d\u3002\u5927\u534e\u94f6\u884c\u9996\u5e2d\u8d22\u52a1\u5b98\u6307\u51fa\uff0c\u8be5\u516c\u53f8\u62e5\u670920\u4ebf\u81f325\u4ebf\u65b0\u5143\u7684\u8fc7\u5269\u8d44\u672c\uff0c\u9884\u8ba125\u8d22\u5e74\u7684\u8d37\u6b3e\u589e\u957f\u5c06\u4f1a\u4e0a\u5347\u3002\u8be5\u94f6\u884c\u6b63\u5728\u8003\u8651\u6f5c\u5728\u7684\u80a1\u7968\u56de\u8d2d\uff0c\u4ee5\u4f18\u5316\u8d44\u672c\u7ba1\u7406\u3002\u5927\u534e\u94f6\u884c\u9884\u8ba1\uff0c\u572825\u8d22\u5e74\uff0c\u8d37\u6b3e\u5c06\u5b9e\u73b0\u4e2a\u4f4d\u6570\u589e\u957f\uff0c\u8d39\u7528\u5c06\u5b9e\u73b0\u4e24\u4f4d\u6570\u589e\u957f\uff0c\u603b\u6536\u5165\u5c06\u589e\u52a0\uff0c\u6210\u672c\u6536\u5165\u6bd4\u5c06\u572841%\u81f342%\u4e4b\u95f4\uff0c\u4fe1\u8d37\u6210\u672c\u5c06\u572825\u81f330\u4e2a\u57fa\u70b9\u4e4b\u95f4\u3002\u8fd9\u79cd\u4e50\u89c2\u7684\u524d\u666f\u9884\u8ba1\u5c06\u5728\u6295\u8d44\u8005\u4fe1\u5fc3\u589e\u5f3a\u7684\u652f\u6491\u4e0b\u63a8\u52a8\u5176\u80a1\u4ef7\u8fdb\u4e00\u6b65\u4e0a\u6da8\u3002 \u5927\u534e\u94f6\u884c\u80a1\u4ef7\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\u5927\u534e\u94f6\u884c\u7b49\u65b0\u52a0\u5761\u94f6\u884c\u5904\u4e8e\u6709\u5229\u5730\u4f4d\uff0c\u53ef\u4ee5\u4ece\u5f53\u9009\u603b\u7edf\u5510\u7eb3\u5fb7\u00b7\u7279\u6717\u666e\u9884\u671f\u7684\u7ecf\u6d4e\u653f\u7b56\u4e2d\u53d7\u76ca\u3002\u4ed6\u63d0\u51fa\u7684\u63aa\u65bd\uff0c\u5305\u62ec\u5f81\u6536\u5173\u7a0e\u548c\u51cf\u7a0e\uff0c\u53ef\u80fd\u5bfc\u81f4\u66f4\u5927\u7684\u8d22\u653f\u8d64\u5b57\uff0c\u4ece\u800c\u53ef\u80fd\u63a8\u9ad8\u901a\u80c0\u3002\u4f5c\u4e3a\u56de\u5e94\uff0c\u7f8e\u8054\u50a8\u53ef\u80fd\u91c7\u53d6\u66f4\u7d27\u7f29\u7684\u8d27\u5e01\u7acb\u573a\uff0c\u4ece\u800c\u5bfc\u81f4\u66f4\u9ad8\u7684\u5229\u7387\u73af\u5883\u3002\u8fd9\u79cd\u60c5\u51b5\u5bf9\u5927\u534e\u94f6\u884c\u662f\u6709\u5229\u7684\uff0c\u56e0\u4e3a\u52a0\u606f\u5c06\u63d0\u9ad8\u51c0\u606f\u5dee\uff0c\u4f7f\u94f6\u884c\u80fd\u591f\u4ece\u8d37\u6b3e\u548c\u5b58\u6b3e\u5229\u7387\u4e4b\u95f4\u7684\u5dee\u989d\u4e2d\u83b7\u5f97\u66f4\u5927\u7684\u6536\u5165\u3002 24\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u56de\u987e\u3002\u7b2c\u4e09\u5b63\u5ea6\u603b\u6536\u5165\u589e\u957f11%\u81f338.3\u4ebf\u65b0\u5143\uff0c\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f16%\u81f316.1\u4ebf\u65b0\u5143\uff0c\u4e0a\u5e74\u540c\u671f\u4e3a13.8\u4ebf\u65b0\u5143\u3002\u6bcf\u80a1\u6536\u76ca\u4ece23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u76843.23\u65b0\u5143\u589e\u81f33.79\u65b0\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u661f\u5c55\u96c6\u56e2 (DBS SP)\uff1a\u65b0\u52a0\u5761\u7684\u7279\u6717\u666e\u4ea4\u6613 \u91cd\u7533\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) \u4e2d\u56fd\u56fd\u9645\u822a\u7a7a (753 HK)\uff1a\u66f4\u591a\u7b7e\u8bc1\u4ee5\u652f\u6301\u5373\u5c06\u5230\u6765\u7684\u65c5\u6e38\u65fa\u5b63 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a4.60\uff0c\u76ee\u6807\u4ef7\uff1a5.20\uff0c\u6b62\u635f\u4ef7\uff1a4.30 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of Foreign Affairs\uff09\u57282023\u5e74\u8bb0\u5f55\u7684\u97e9\u56fd\u6e38\u5ba2\u4eba\u6570\u4e0d\u5230130\u4e07\u3002\u8fd9\u4e9b\u514d\u7b7e\u653f\u7b56\u65e8\u5728\u523a\u6fc0\u5165\u5883\u65c5\u6e38\uff0c\u5165\u5883\u65c5\u6e38\u5c1a\u672a\u6062\u590d\u5230\u75ab\u60c5\u524d\u7684\u6c34\u5e73\uff0c\u9884\u8ba1\u56fd\u9645\u6e38\u5ba2\u7684\u589e\u52a0\u53ef\u80fd\u4f1a\u4f7f\u56fd\u822a\u53d7\u76ca\u3002 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\u6f5c\u5728\u7684\u80a1\u7968\u56de\u8d2d\u3002\u5927\u534e\u94f6\u884c\u9996\u5e2d\u8d22\u52a1\u5b98\u6307\u51fa\uff0c\u8be5\u516c\u53f8\u62e5\u670920\u4ebf\u81f325\u4ebf\u65b0\u5143\u7684\u8fc7\u5269\u8d44\u672c\uff0c\u9884\u8ba125\u8d22\u5e74\u7684\u8d37\u6b3e\u589e\u957f\u5c06\u4f1a\u4e0a\u5347\u3002\u8be5\u94f6\u884c\u6b63\u5728\u8003\u8651\u6f5c\u5728\u7684\u80a1\u7968\u56de\u8d2d\uff0c\u4ee5\u4f18\u5316\u8d44\u672c\u7ba1\u7406\u3002\u5927\u534e\u94f6\u884c\u9884\u8ba1\uff0c\u572825\u8d22\u5e74\uff0c\u8d37\u6b3e\u5c06\u5b9e\u73b0\u4e2a\u4f4d\u6570\u589e\u957f\uff0c\u8d39\u7528\u5c06\u5b9e\u73b0\u4e24\u4f4d\u6570\u589e\u957f\uff0c\u603b\u6536\u5165\u5c06\u589e\u52a0\uff0c\u6210\u672c\u6536\u5165\u6bd4\u5c06\u572841%\u81f342%\u4e4b\u95f4\uff0c\u4fe1\u8d37\u6210\u672c\u5c06\u572825\u81f330\u4e2a\u57fa\u70b9\u4e4b\u95f4\u3002\u8fd9\u79cd\u4e50\u89c2\u7684\u524d\u666f\u9884\u8ba1\u5c06\u5728\u6295\u8d44\u8005\u4fe1\u5fc3\u589e\u5f3a\u7684\u652f\u6491\u4e0b\u63a8\u52a8\u5176\u80a1\u4ef7\u8fdb\u4e00\u6b65\u4e0a\u6da8\u3002 \u5927\u534e\u94f6\u884c\u80a1\u4ef7\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%\u81f338.3\u4ebf\u65b0\u5143\uff0c\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f16%\u81f316.1\u4ebf\u65b0\u5143\uff0c\u4e0a\u5e74\u540c\u671f\u4e3a13.8\u4ebf\u65b0\u5143\u3002\u6bcf\u80a1\u6536\u76ca\u4ece23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u76843.23\u65b0\u5143\u589e\u81f33.79\u65b0\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u661f\u5c55\u96c6\u56e2 (DBS SP)\uff1a\u65b0\u52a0\u5761\u7684\u7279\u6717\u666e\u4ea4\u6613 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a41.0\uff0c\u76ee\u6807\u4ef7\uff1a45.0\uff0c\u6b62\u635f\u4ef7\uff1a39.0 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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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