{"id":56018,"date":"2024-11-14T19:21:40","date_gmt":"2024-11-14T11:21:40","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=56018"},"modified":"2024-11-15T13:21:51","modified_gmt":"2024-11-15T05:21:51","slug":"kgi-daily-trading-ideas-15-nov-2024-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-15-nov-2024-zh\/","title":{"rendered":"2024\u5e7411\u670815\u65e5: \u65b0\u822a\u5de5\u7a0b (SIE SP), \u817e\u8baf (700 HK), Old Dominion Freight Line Inc (ODFL 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-56018-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\r\n<p><img decoding=\"async\" width=\"1920\" height=\"864\" class=\"wp-image-56116\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-1.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-1.png 1920w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-1-300x135.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-1-1024x461.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-1-768x346.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-1-1536x691.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\r\n<p><img decoding=\"async\" width=\"1071\" height=\"274\" class=\"wp-image-56117\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screen-shot-of-a-chart-description-automaticall-9.png\" alt=\"A screen shot of a chart\r\n\r\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screen-shot-of-a-chart-description-automaticall-9.png 1071w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screen-shot-of-a-chart-description-automaticall-9-300x77.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screen-shot-of-a-chart-description-automaticall-9-1024x262.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screen-shot-of-a-chart-description-automaticall-9-768x196.png 768w\" sizes=\"(max-width: 1071px) 100vw, 1071px\" \/><\/p>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"915\" height=\"282\" class=\"wp-image-56118\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screen-shot-of-a-table-description-automaticall-2.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-2.png 915w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screen-shot-of-a-table-description-automaticall-2-300x92.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screen-shot-of-a-table-description-automaticall-2-768x237.png 768w\" sizes=\"(max-width: 915px) 100vw, 915px\" \/><\/p>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-56054\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-4.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-4.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-4-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/p>\r\n<h3><a id=\"post-56018-_qqv3rtx8nazp\"><\/a><a id=\"post-56018-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1917\" height=\"844\" class=\"wp-image-56055\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-phone-description-automatically-2.png\" alt=\"A screenshot of a phone\r\n\r\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-phone-description-automatically-2.png 1917w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-phone-description-automatically-2-300x132.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-phone-description-automatically-2-1024x451.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-phone-description-automatically-2-768x338.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-screenshot-of-a-phone-description-automatically-2-1536x676.png 1536w\" sizes=\"(max-width: 1917px) 100vw, 1917px\" \/><\/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-56056\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-6.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-6.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-6-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/p>\r\n<h1>\u00a0<\/h1>\r\n<h3><a id=\"post-56018-_9i0c554gtu0u\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56057\" title=\"sg\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-7.png\" alt=\"\" width=\"602\" height=\"128\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-7.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-7-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\r\n<h2><strong>\u65b0\u822a\u5de5\u7a0b (SIE SP)\uff1a\u5728\u822a\u8fd0\u6062\u590d\u4e2d\u4fdd\u6301\u4f18\u52bf<\/strong><\/h2>\r\n<ul>\r\n<li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a2.36\uff0c\u76ee\u6807\u4ef7\uff1a2.56\uff0c\u6b62\u635f\u4ef7\uff1a2.26<\/strong><\/li>\r\n<li>\u65b0\u822a\u5de5\u7a0b\u6709\u9650\u516c\u53f8\u63d0\u4f9b\u673a\u8eab\u548c\u90e8\u4ef6\u5927\u4fee\u670d\u52a1\u3001\u7ebf\u8def\u7ef4\u62a4\u548c\u6280\u672f\u5730\u52e4\u670d\u52a1\u3002\u8be5\u516c\u53f8\u8fd8\u751f\u4ea7\u98de\u673a\u5ba2\u8231\u8bbe\u5907\uff0c\u7ffb\u65b0\u98de\u673a\u53a8\u623f\uff0c\u7ef4\u4fee\u548c\u5927\u4fee\u6db2\u538b\u673a\u68b0\u98de\u673a\u8bbe\u5907\u3002<\/li>\r\n<li><strong>\u822a\u8fd0\u6301\u7eed\u6062\u590d\u3002<\/strong>\u622a\u81f32024\u5e749\u6708\uff0cSIAEC\u7ebf\u8def\u7ef4\u62a4\u4e1a\u52a1\u5904\u7406\u7684\u822a\u73ed\u603b\u6570\u8fbe\u5230\u4e86\u65b0\u51a0\u80ba\u708e\u524d\u6c34\u5e73\u768495%\u3002\u98de\u884c\u6d3b\u52a8\u7684\u589e\u52a0\u589e\u52a0\u4e86\u5bf9\u98de\u673a\u7ef4\u62a4\u3001\u4fee\u7406\u548c\u5927\u4fee\u670d\u52a1\u7684\u9700\u6c42\u3002\u968f\u7740\u66f4\u591a\u822a\u7a7a\u516c\u53f8\u589e\u52a0\u822a\u73ed\u65f6\u523b\u8868\uff0c\u52a0\u4e0a\u5e74\u5e95\u65c5\u6e38\u65fa\u5b63\u7684\u5230\u6765\uff0c\u4ee5\u53ca\u56fd\u5bb6\u95f4\u66f4\u591a\u7684\u514d\u7b7e\u8bc1\u65c5\u6e38\u534f\u8bae\uff0c\u9884\u8ba1\u8fd9\u79cd\u590d\u82cf\u8d8b\u52bf\u5c06\u7ee7\u7eed\u4e0b\u53bb\u3002<\/li>\r\n<li><strong>\u4e0e\u53a6\u95e8\u7fd4\u4e1a\u96c6\u56e2\u7b7e\u8ba2\u6846\u67b6\u534f\u8bae\u3002<\/strong>\u65b0\u822a\u5de5\u7a0b\u6700\u8fd1\u5ba3\u5e03\u7b7e\u7f72\u4e86\u4e00\u9879\u4e0d\u5177\u7ea6\u675f\u529b\u7684\u6846\u67b6\u534f\u8bae\uff0c\u4ee5\u63a2\u7d22\u5bf9\u5143\u7fd4\u673a\u52a1\u5de5\u7a0b\u7684\u6f5c\u5728\u6295\u8d44\u3002\u5143\u7fd4\u673a\u52a1\u5de5\u7a0b\u662f\u95e8\u7fd4\u4e1a\u96c6\u56e2\u7684\u5b50\u516c\u53f8\uff0c\u4e3a\u4e2d\u56fd\u798f\u5efa\u7684\u673a\u573a\u63d0\u4f9b\u7ebf\u8def\u7ef4\u62a4\u548c\u5730\u9762\u670d\u52a1\u3002\u6839\u636e\u672c\u6846\u67b6\u534f\u8bae\uff0c\u53cc\u65b9\u5c06\u6839\u636e\u76d1\u7ba1\u8981\u6c42\u548c\u5fc5\u8981\u7684\u6279\u51c6\uff0c\u52aa\u529b\u6572\u5b9a\u5e76\u7b7e\u7f72\u6700\u7ec8\u534f\u8bae\u3002\u8fd9\u79cd\u5408\u4f5c\u5173\u7cfb\u4e3a\u65b0\u822a\u5de5\u7a0b\u63d0\u4f9b\u4e86\u957f\u671f\u989d\u5916\u6536\u5165\u6765\u6e90\u7684\u673a\u4f1a\u3002<\/li>\r\n<li><strong>Subang\u57fa\u5730\u5c06\u4e8e2025\u5e74\u6295\u5165\u4f7f\u7528\u3002<\/strong>\u9a6c\u6765\u897f\u4e9a\u57fa\u5730\u7ef4\u4fee\u6709\u9650\u516c\u53f8\u6709\u9650\u516c\u53f8\uff08BMM\uff09\u662fSIAEC\u7684\u5168\u8d44\u5b50\u516c\u53f8\uff0c\u4e8e2023\u5e7412\u6708\u5728\u9a6c\u6765\u897f\u4e9aSubang\u7b7e\u7f72\u4e86\u4e00\u4efd\u673a\u5e93\u8bbe\u65bd\u79df\u8d41\u534f\u8bae\u3002\u8fd9\u4e3a\u65b0\u822a\u5de5\u7a0b\u7684\u6295\u8d44\u7ec4\u5408\u589e\u52a0\u4e862\u4e2a\u673a\u5e93\u8bbe\u65bd\uff0c\u603b\u5bb9\u91cf\u4e3a6\u67b6\u98de\u673a\u540c\u65f6\u68c0\u67e5\uff0c\u79df\u671f\u4e3a15\u5e74\u3002\u8fd9\u4e9b\u673a\u5e93\u9884\u8ba1\u5c06\u4e8e2025\u5e74\u4e0b\u534a\u5e74\u5f00\u59cb\u8fd0\u8425\uff0c\u5e76\u4e3a\u96c6\u56e2\u7684\u6536\u5165\u589e\u957f\u505a\u51fa\u8d21\u732e\u3002<\/li>\r\n<li><strong>\u4e2d\u671f\u80a1\u606f\u3002<\/strong>\u516c\u53f8\u5ba3\u5e0325\u8d22\u5e74\u4e2d\u671f\u80a1\u606f\u4e3a\u6bcf\u80a12\u4ed9\uff0c\u4e0e24\u8d22\u5e74\u76f8\u6bd4\u6ca1\u6709\u53d8\u5316\u3002<\/li>\r\n<li><strong>24\u5e74\u4e0a\u534a\u5e74\u7ee9\u56de\u987e\u3002<\/strong>\u65b0\u822a\u5de5\u7a0b\u62a5\u544a\u79f0\uff0c\u7531\u4e8e\u516c\u53f8\u7ee7\u7eed\u53d7\u76ca\u4e8e\u98de\u673aMRO\u670d\u52a1\u9700\u6c42\u7684\u590d\u82cf\uff0c\u8be5\u516c\u53f8\u572824\/25\u8d22\u5e74\u4e0a\u534a\u5e74\u7684\u6536\u5165\u4e3a5.762\u4ebf\u65b0\u5143\uff0c\u540c\u6bd4\u589e\u957f12.1%\uff0c\u800c23\/24\u8d22\u5e74\u540c\u671f\u7684\u6536\u5165\u4e3a5.140\u4ebf\u65b0\u5143\u3002\u8be5\u516c\u53f8\u8fd8\u62a5\u544a\u79f0\uff0c24\/25\u8d22\u5e74\u7684\u8425\u4e1a\u5229\u6da6\u4e3a340\u4e07\u65b0\u5143\uff0c\u800c23\/24\u8d22\u5e74\u7684\u8425\u4e1a\u5229\u6da6\u4e3a10\u4e07\u65b0\u5143\u3002\u572824\/25\u8d22\u5e74\u4e0a\u534a\u5e74\u96c6\u56e2\u7a0e\u540e\u5229\u6da6\u4e3a6,880\u4e07\u65b0\u5143\uff0c\u540c\u6bd4\u589e\u957f16.0%\uff0c\u800c23\/24\u8d22\u5e74\u540c\u671f\u4e3a5,930\u4e07\u65b0\u5143\uff0c\u4e3b\u8981\u5f52\u56e0\u4e8e\u5408\u8d44\u4f01\u4e1a\u548c\u5173\u8054\u516c\u53f8\u7684\u5229\u6da6\u4efd\u989d\u589e\u52a0\u3002<\/li>\r\n<li>\u6211\u4eec\u7684\u57fa\u672c\u80a1\u8bc4\u7ea7\u4e3a<strong>\u4e70\u5165<\/strong>\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a<strong>2.59\u65b0\u5143<\/strong>\u3002\u8bf7\u5728<a href=\"https:\/\/www.kgieworld.sg\/research\/company-update-sia-engineering-co-ltd-sie-sp-s59-si\/\">\u8fd9\u91cc<\/a>\u9605\u8bfb\u62a5\u544a\u5168\u6587\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-56058\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-8.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-8.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-8-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/> <img loading=\"lazy\" decoding=\"async\" width=\"1556\" height=\"597\" class=\"wp-image-56059\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-9.jpeg\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-9.jpeg 1556w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-9-300x115.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-9-1024x393.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-9-768x295.jpeg 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-9-1536x589.jpeg 1536w\" sizes=\"(max-width: 1556px) 100vw, 1556px\" \/><\/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-56060\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-long-line-of-a-white-background-description-aut-15.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-15.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-long-line-of-a-white-background-description-aut-15-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h2>\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-56061\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-14.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-14.png 1290w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-14-300x117.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-14-1024x401.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-14-768x301.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-56062\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-blue-and-white-rectangular-object-with-white-tex-5.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-5.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-blue-and-white-rectangular-object-with-white-tex-5-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/p>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1285\" height=\"517\" class=\"wp-image-56063\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-45.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-45.jpeg 1285w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-45-300x121.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-45-1024x412.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-screen-description-automatically-gen-45-768x309.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-56064\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-14.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-14.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-14-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\r\n<h3><a id=\"post-56018-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56065\" title=\"hk\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-15.png\" alt=\"\" width=\"602\" height=\"128\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-15.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-15-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\r\n<h2><a id=\"post-56018-_34eo5yf8y7pj\"><\/a><strong>\u817e\u8baf (700 HK)\uff1a\u7535\u5b50\u6e38\u620f\u70ed\u6f6e<\/strong><\/h2>\r\n<ul>\r\n<li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a395\uff0c\u76ee\u6807\u4ef7\uff1a455\uff0c\u6b62\u635f\u4ef7\uff1a365<\/strong><\/li>\r\n<li>\u817e\u8baf\u63a7\u80a1\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u63d0\u4f9b\u589e\u503c\u670d\u52a1\uff08VAS\uff09\u3001\u7f51\u7edc\u5e7f\u544a\u670d\u52a1\u4ee5\u53ca\u91d1\u878d\u79d1\u6280\u53ca\u4f01\u4e1a\u670d\u52a1\u7684\u6295\u8d44\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u901a\u8fc7\u56db\u4e2a\u5206\u90e8\u5f00\u5c55\u4e1a\u52a1\u3002\u589e\u503c\u670d\u52a1\u5206\u90e8\u4e3b\u8981\u4ece\u4e8b\u63d0\u4f9b\u7f51\u7edc\u6e38\u620f\u3001\u89c6\u9891\u53f7\u76f4\u64ad\u670d\u52a1\u548c\u89c6\u9891\u4ed8\u8d39\u4f1a\u5458\u670d\u52a1\u7b49\u793e\u4ea4\u7f51\u7edc\u670d\u52a1\u3002\u7f51\u7edc\u5e7f\u544a\u5206\u90e8\u4e3b\u8981\u4ece\u4e8b\u5a92\u4f53\u5e7f\u544a\u3001\u793e\u4ea4\u53ca\u5176\u4ed6\u5e7f\u544a\u4e1a\u52a1\u3002\u91d1\u878d\u79d1\u6280\u53ca\u4f01\u4e1a\u670d\u52a1\u4e3b\u8981\u63d0\u4f9b\u5546\u4e1a\u652f\u4ed8\u3001\u91d1\u878d\u79d1\u6280\u53ca\u4e91\u670d\u52a1\u3002\u5176\u4ed6\u5206\u90e8\u4e3b\u8981\u4ece\u4e8b\u6295\u8d44\u3001\u4e3a\u7b2c\u4e09\u65b9\u5236\u4f5c\u4e0e\u53d1\u884c\u7535\u5f71\u53ca\u7535\u89c6\u8282\u76ee\u3001\u5185\u5bb9\u6388\u6743\uff0c\u5546\u54c1\u9500\u552e\u53ca\u5176\u4ed6\u6d3b\u52a8\u3002<\/li>\r\n<li><strong>\u5f97\u76ca\u4e8e\u7535\u5b50\u6e38\u620f\u4e1a\u52a1\u7684\u589e\u957f\uff0c\u516c\u53f8\u7b2c\u4e09\u5b63\u5ea6\u5229\u6da6\u5f3a\u52b2\u3002<\/strong>\u4e2d\u56fd\u6700\u5927\u7684\u793e\u4ea4\u5a92\u4f53\u5e73\u53f0\u8fd0\u8425\u5546\u3001\u5168\u7403\u6536\u5165\u6700\u9ad8\u7684\u6e38\u620f\u516c\u53f8\u817e\u8baf\u63a7\u80a1\u5728\u6e38\u620f\u9886\u57df\u91cd\u65b0\u7115\u53d1\u6d3b\u529b\u7684\u63a8\u52a8\u4e0b\uff0c2024\u5e74\u7b2c\u4e09\u5b63\u5ea6\u5229\u6da6\u589e\u957f47%\uff0c\u8d85\u51fa\u4e86\u5206\u6790\u5e08\u7684\u9884\u671f\u3002\u8be5\u516c\u53f8\u516c\u5e03\u5f53\u5b63\u5229\u6da6\u4e3a\u4eba\u6c11\u5e01532\u4ebf\u5143\uff0c\u9ad8\u4e8e\u4e0a\u5e74\u540c\u671f\u7684\u4eba\u6c11\u5e01362\u4ebf\u5143\uff0c\u8d85\u8fc7\u4e86\u5e02\u573a\u666e\u904d\u9884\u671f\u7684\u4eba\u6c11\u5e01453\u4ebf\u5143\u3002\u8fd9\u4e00\u589e\u957f\u5f97\u76ca\u4e8e\u5176\u6e38\u620f\u4e1a\u52a1\u7684\u5f3a\u52b2\u8868\u73b0\uff0c\u65e2\u6709\u6e38\u620f\u5728\u5168\u7403\u4fdd\u6301\u7740\u7a33\u5b9a\u7684\u7528\u6237\u7c98\u6027\uff0c\u53c8\u6709\u5177\u6709\u957f\u671f\u6f5c\u529b\u7684\u65b0\u6e38\u620f\u7684\u8d21\u732e\u3002\u6b64\u5916\uff0c\u7b2c\u4e09\u5b63\u5ea6\u662f\u817e\u8baf\u9996\u6b21\u4ece\u300a\u5730\u4e0b\u57ce\u4e0e\u6218\u58eb\u300b\u624b\u673a\u7248\u4e2d\u83b7\u5f97\u5b8c\u6574\u5b63\u5ea6\u6536\u5165\u3002\u8fd9\u6b3e\u624b\u673a\u6e38\u620f\u4e8e\u4eca\u5e745\u6708\u63a8\u51fa\uff0c\u5728\u4e2d\u56fd\u8fc5\u901f\u8d70\u7ea2\u3002\u817e\u8baf\u7684\u624b\u673a\u6e38\u620f\u7ee7\u7eed\u8868\u73b0\u826f\u597d\uff0c\u51768\u6708\u4efd\u53d1\u5e03\u7684\u300a\u9ed1\u8272\u795e\u8bdd\uff1a\u609f\u7a7a\u300b\u53d7\u5230\u4e2d\u56fd\u7ecf\u5178\u540d\u8457\u300a\u897f\u6e38\u8bb0\u300b\u7684\u542f\u53d1\uff0c\u5728\u5168\u7403\u53d6\u5f97\u4e86\u6210\u529f\uff0c\u4e5f\u63d0\u632f\u4e86\u817e\u8baf\u7684\u6295\u8d44\u7ec4\u5408\uff0c\u56e0\u4e3a\u817e\u8baf\u6301\u6709\u8be5\u6e38\u620f\u5f00\u53d1\u5546\u7684\u80a1\u4efd\u3002<\/li>\r\n<li><strong>\u8fdb\u4e00\u6b65\u6279\u51c6\u6e38\u620f\u3002<\/strong>\u4e2d\u56fd\u6e38\u620f\u884c\u4e1a\u7ee7\u7eed\u590d\u82cf\uff0c2024\u5e7410\u6708\u6279\u51c6\u4e86128\u6b3e\u65b0\u6e38\u620f\uff0c\u4fdd\u6301\u4e86\u5168\u5e74\u7a33\u5b9a\u7684\u5ba1\u6279\u901f\u5ea6\u3002\u6700\u8fd1\u8fd9\u6279\u6e38\u620f\u5305\u62ec\u817e\u8baf\u652f\u6301\u7684\u6e38\u620f\uff0c\u5982Supercell\u7684\u300aSquad Busters\u300b\u548c\u5907\u53d7\u671f\u5f85\u7684\u300a\u80dc\u5229\u5973\u795e\uff1a\u5c3c\u514b\u300b\uff0c\u5728\u300a\u9ed1\u8272\u795e\u8bdd\uff1a\u609f\u7a7a\u300b\u6210\u529f\u53d1\u884c\u540e\u4fdd\u6301\u4e86\u5f3a\u52b2\u7684\u5e02\u573a\u52bf\u5934\u3002\u5728\u6574\u4e2a2024\u5e74\uff0c\u4e2d\u56fd\u6bcf\u6708\u90fd\u4f1a\u6279\u51c6100\u591a\u6b3e\u56fd\u4ea7\u6e38\u620f\uff0c\u800c\u5916\u56fd\u6e38\u620f\u7684\u6279\u51c6\u5927\u7ea6\u6bcf\u4e24\u4e2a\u6708\u5c31\u4f1a\u51fa\u73b0\u4e00\u6b21\uff0c\u8fd9\u8868\u660e\u653f\u5e9c\u652f\u6301\u57282021\u5e74\u76d1\u7ba1\u9650\u5236\u4e4b\u540e\u632f\u5174\u8be5\u884c\u4e1a\u3002\u65b0\u6279\u51c6\u7684\u6b63\u5e38\u6d41\u52a8\u5927\u5927\u589e\u5f3a\u4e86\u5e02\u573a\u4fe1\u5fc3\uff0c\u884c\u4e1a\u9884\u6d4b2024\u5e74\u81f32029\u5e74\u7684\u590d\u5408\u5e74\u589e\u957f\u7387\uff08CAGR\uff09\u4e3a7.63%\u3002\u52302024\u5e74\u4e0a\u534a\u5e74\u672b\uff0c\u4e2d\u56fd\u7684\u6e38\u620f\u73a9\u5bb6\u6570\u91cf\u8fbe\u5230\u4e86\u521b\u7eaa\u5f55\u76846.74\u4ebf\u3002\u8fd9\u79cd\u5bf9\u65b0\u6e38\u620f\u7684\u6301\u7eed\u8ba4\u53ef\uff0c\u52a0\u4e0a\u5e02\u573a\u590d\u82cf\uff0c\u9884\u8ba1\u5c06\u63a8\u52a8\u6574\u4e2a\u884c\u4e1a\u516c\u53f8\u7684\u9500\u552e\u6301\u7eed\u589e\u957f\u3002<\/li>\r\n<li><strong>\u6295\u8d44\u4eba\u5de5\u667a\u80fd\u3002<\/strong>\u7ee7\u7eed\u5173\u6ce8\u4eba\u5de5\u667a\u80fd\u9886\u57df\u7684\u65b0\u589e\u957f\u673a\u4f1a\u3002\u5728\u6700\u65b0\u7684\u8d22\u62a5\u4e2d\uff0c\u817e\u8baf\u6982\u8ff0\u4e86\u5bfb\u6c42\u65b0\u7684\u589e\u957f\u9014\u5f84\u7684\u8ba1\u5212\uff0c\u5305\u62ec\u63a8\u8fdb\u5176\u4e13\u6709\u7684\u6d51\u6e90\u5927\u8bed\u8a00\u6a21\u578b\u5728\u5404\u4e2a\u884c\u4e1a\u7684\u91c7\u7528\uff0c\u5e76\u4e3a\u4f01\u4e1a\u5ba2\u6237\u589e\u5f3a\u5176\u4eba\u5de5\u667a\u80fd\u57fa\u7840\u8bbe\u65bd\u3002\u8be5\u516c\u53f8\u5f3a\u8c03\uff0c\u5b83\u5df2\u7ecf\u4ece\u5c06\u4eba\u5de5\u667a\u80fd\u96c6\u6210\u5230\u5176\u4ea7\u54c1\u548c\u8fd0\u8425\u4e2d\uff08\u5305\u62ec\u8425\u9500\u670d\u52a1\u548c\u4e91\u8ba1\u7b97\u7b49\u9886\u57df\uff09\u83b7\u5f97\u4e86\u5207\u5b9e\u7684\u597d\u5904\uff0c\u5e76\u5c06\u7ee7\u7eed\u81f4\u529b\u4e8e\u6295\u8d44\u4e8e\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u6280\u672f\u3001\u5de5\u5177\u548c\u89e3\u51b3\u65b9\u6848\uff0c\u4ee5\u652f\u6301\u7528\u6237\u548c\u5408\u4f5c\u4f19\u4f34\u3002\u817e\u8baf\u8fd8\u5728\u4e91\u8ba1\u7b97\u9886\u57df\u63a2\u7d22\u65b0\u7684\u6d77\u5916\u673a\u4f1a\uff0c\u65e8\u5728\u5229\u7528\u5168\u7403\u5bf9\u4eba\u5de5\u667a\u80fd\u6280\u672f\u7684\u9700\u6c42\u6765\u5e94\u5bf9\u4e2d\u56fd\u65e5\u76ca\u6fc0\u70c8\u7684\u7ade\u4e89\u3002\u5728\u4e2d\u56fd\uff0c\u8001\u724c\u4f01\u4e1a\u548c\u521d\u521b\u4f01\u4e1a\u90fd\u5728\u8fdb\u884c\u6fc0\u70c8\u7684\u4ef7\u683c\u7ade\u4e89\u3002\u8fd9\u4e9b\u4e3e\u63aa\u53ef\u80fd\u4e3a\u672a\u6765\u51e0\u5e74\u7684\u8fdb\u4e00\u6b65\u589e\u957f\u94fa\u5e73\u9053\u8def\u3002<\/li>\r\n<li><strong>24\u8d22\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u3002<\/strong>\u7b2c\u4e09\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957f8%\u81f3\u4eba\u6c11\u5e011,672\u4ebf\u5143\uff0c\u800c\u7b2c\u4e09\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e011,546\u4ebf\u5143\u3002\u7b2c\u4e09\u5b63\u5ea6\u51c0\u5229\u6da6\u589e\u957f47%\u81f3540\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c\u7b2c\u4e09\u5b63\u5ea6\u4e3a368\u4ebf\u5143\u4eba\u6c11\u5e01\u300224\u5e74\u7b2c\u4e09\u5b63\u5ea6\u6bcf\u80a1\u57fa\u672c\u6536\u76ca\u4e3a\u4eba\u6c11\u5e015.762\u5143\uff0c\u800c23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e013.828\u5143\uff0c\u540c\u6bd4\u589e\u957f51%\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-56066\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-16.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-16.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-16-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/p>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1556\" height=\"597\" class=\"wp-image-56067\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-17.jpeg\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-17.jpeg 1556w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-17-300x115.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-17-1024x393.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-17-768x295.jpeg 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-17-1536x589.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-56068\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-18.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-18.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-18-300x64.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><a id=\"post-56018-_Hlk182473073\"><\/a><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-56069\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-19.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-19.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-19-300x64.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-56070\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-20.jpeg\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-20.jpeg 1556w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-20-300x115.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-20-1024x393.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-20-768x295.jpeg 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-20-1536x589.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-56071\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-21.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-21.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-21-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/p>\r\n<h3><a id=\"post-56018-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56072\" title=\"us\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-22.png\" alt=\"\" width=\"827\" height=\"105\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-22.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-22-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-22-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\r\n<h3><strong>Old Dominion Freight Line Inc (ODFL US)\uff1a\u56fd\u5185\u7269\u6d41\u5c06\u53d7\u76ca\u4e8e\u7279\u6717\u666e\u7684\u8fde\u4efb<\/strong><\/h3>\r\n<ul>\r\n<li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a222\uff0c\u76ee\u6807\u4ef7\uff1a248\uff0c\u6b62\u635f\u4ef7\uff1a209<\/strong><\/li>\r\n<li>Old Dominion Freight Line, Inc.\u662f\u4e00\u5bb6\u8de8\u533a\u57df\u548c\u591a\u533a\u57df\u7684\u6c7d\u8f66\u8fd0\u8f93\u516c\u53f8\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u8fd0\u8f93\u4f4e\u4e8e\u5361\u8f66\u7684\u4e00\u822c\u5546\u54c1\uff0c\u5982\u6d88\u8d39\u54c1\uff0c\u7eba\u7ec7\u54c1\u548c\u8d44\u672c\u8d27\u7269\u3002\u8001\u9053\u660e\u8d27\u8fd0\u516c\u53f8\u670d\u52a1\u4e8e\u7f8e\u56fd\u5404\u5730\u7684\u533a\u57df\u5e02\u573a\u3002<\/li>\r\n<li><strong>\u56fd\u5185\u8d27\u8fd0\u9700\u6c42\u589e\u52a0\u3002<\/strong>\u5f53\u9009\u603b\u7edf\u5510\u7eb3\u5fb7\u00b7\u7279\u6717\u666e\u63d0\u8bae\u5bf9\u8fdb\u53e3\u5546\u54c1\uff0c\u7279\u522b\u662f\u6765\u81ea\u4e2d\u56fd\u7684\u8fdb\u53e3\u5546\u54c1\u5f81\u6536\u5173\u7a0e\uff0c\u65e8\u5728\u9f13\u52b1\u66f4\u591a\u7684\u56fd\u5185\u5236\u9020\u4e1a\uff0c\u51cf\u5c11\u5bf9\u5916\u56fd\u5236\u9020\u5546\u54c1\u7684\u4f9d\u8d56\u3002\u4ece\u77ed\u671f\u6765\u770b\uff0c\u56fd\u5185\u5236\u9020\u4f01\u4e1a\u4e3a\u907f\u514d\u5173\u7a0e\u4e0a\u6da8\uff0c\u53ef\u80fd\u4f1a\u63d0\u524d\u8fdb\u53e3\u5546\u54c1\u548c\u96f6\u90e8\u4ef6\uff0c\u8fd9\u53ef\u80fd\u4f1a\u5bfc\u81f4\u4e34\u65f6\u8fd0\u8d39\u548c\u56fd\u5185\u5361\u8f66\u8fd0\u8d39\u56e0\u9700\u6c42\u98d9\u5347\u800c\u4e0a\u6da8\u3002\u4ece\u957f\u8fdc\u6765\u770b\uff0c\u4e00\u65e6\u5173\u7a0e\u751f\u6548\uff0c\u7f8e\u56fd\u5236\u9020\u4e1a\u89c4\u6a21\u6269\u5927\uff0c\u5bf9\u56fd\u5185\u7269\u6d41\u7684\u9700\u6c42\u9884\u8ba1\u5c06\u4e0a\u5347\uff0cOld Dominion Freight Line\u7b49\u627f\u8fd0\u4eba\u5c06\u53d7\u76ca\uff0c\u56e0\u4e3a\u5b83\u4eec\u5728\u7f8e\u56fd\u5404\u5730\u8fd0\u8f93\u56fd\u5185\u751f\u4ea7\u7684\u8d27\u7269\u3002<\/li>\r\n<li><strong>\u6cb9\u4ef7\u4e0b\u8dcc\u3002<\/strong>\u7279\u6717\u666e\u7684\u80fd\u6e90\u653f\u7b56\u4fa7\u91cd\u4e8e\u63d0\u9ad8\u7f8e\u56fd\u77f3\u6cb9\u4ea7\u91cf\u548c\u964d\u4f4e\u6c7d\u6cb9\u6210\u672c\uff0c\u9884\u8ba1\u8fd9\u5c06\u5bfc\u81f4\u6cb9\u4ef7\u4e0b\u8dcc\u3002\u8fd9\u5c06\u964d\u4f4e\u56fd\u5185\u8d27\u8fd0\u516c\u53f8\u7684\u8fd0\u8425\u6210\u672c\uff0c\u6709\u5229\u4e8e\u4ed6\u4eec\u7684\u5e95\u7ebf\u3002\u7531\u4e8e\u7f8e\u56fd\u662f\u4e16\u754c\u4e0a\u6700\u5927\u7684\u77f3\u6cb9\u751f\u4ea7\u56fd\uff0c\u4ea7\u91cf\u7684\u589e\u52a0\u5c06\u8fdb\u4e00\u6b65\u589e\u52a0\u5168\u7403\u77f3\u6cb9\u4f9b\u5e94\uff0c\u7ed9\u4ef7\u683c\u5e26\u6765\u4e0b\u884c\u538b\u529b\u3002\u6b64\u5916\uff0c\u7279\u6717\u666e\u5bf9\u6c14\u5019\u53d8\u5316\u7684\u6709\u9650\u91cd\u89c6\u53ef\u80fd\u4f1a\u63a8\u8fdf\u4ece\u67f4\u6cb9\u53d1\u52a8\u673a\u8fc7\u6e21\uff0c\u8fd9\u53ef\u80fd\u4f1a\u5ef6\u957f\u50cfOld Dominion Freight Line\u8fd9\u6837\u7684\u516c\u53f8\u7684\u4f4e\u71c3\u6599\u6210\u672c\uff0c\u5e76\u652f\u6301\u5176\u8fdb\u4e00\u6b65\u6539\u5584\u5176\u5e95\u7ebf\u3002<\/li>\r\n<li><strong>24\u8d22\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u3002<\/strong>\u6536\u5165\u540c\u6bd4\u4e0b\u964d3.3%\u81f314.7\u4ebf\u7f8e\u5143\uff0c\u4f4e\u4e8e\u9884\u671f2,000\u4e07\u7f8e\u5143\u3002GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a1.43\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.01\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-56073\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-blue-and-white-rectangular-object-with-numbers-8.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-8.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-blue-and-white-rectangular-object-with-numbers-8-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/> <img loading=\"lazy\" decoding=\"async\" width=\"1556\" height=\"597\" class=\"wp-image-56074\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-white-background-description-automat-14.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-14.jpeg 1556w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-white-background-description-automat-14-300x115.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-white-background-description-automat-14-1024x393.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-white-background-description-automat-14-768x295.jpeg 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-white-background-description-automat-14-1536x589.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-56075\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-long-line-of-a-flag-description-automatically-g-20.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-20.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-long-line-of-a-flag-description-automatically-g-20-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-long-line-of-a-flag-description-automatically-g-20-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/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>\u91cd\u7533\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-56076\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-blue-and-white-rectangular-box-with-numbers-des-20.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-20.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-blue-and-white-rectangular-box-with-numbers-des-20-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/> <img loading=\"lazy\" decoding=\"async\" width=\"1556\" height=\"597\" class=\"wp-image-56077\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-white-background-description-automat-15.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-15.jpeg 1556w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-white-background-description-automat-15-300x115.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-white-background-description-automat-15-1024x393.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-white-background-description-automat-15-768x295.jpeg 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/a-graph-on-a-white-background-description-automat-15-1536x589.jpeg 1536w\" sizes=\"(max-width: 1556px) 100vw, 1556px\" \/><\/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-56018-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-56078\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-28.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-28.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-28-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/h3>\r\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56079\" title=\"td\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-29.png\" alt=\"\" width=\"618\" height=\"128\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-29.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-29-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/p>\r\n<p><strong>Trading Dashboard Update: <\/strong>Take Profit on Deckers Outdoor Corp (DECK US) at US$180 and Spotify Technology SA (SPOT US) at US$420. Add United Overseas Bank Ltd (UOB SP) at S$35. Cut loss on Goldwind Science & Technology Co. Ltd. (2208 HK) at HK$6.15 and Singapore Airlines Ltd (SIA SP) at S$6.20.<\/p>\r\n<p><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"443\" class=\"wp-image-56080\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-30.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-30.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-30-300x141.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/11\/word-image-56018-30-768x361.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 \u65b0\u822a\u5de5\u7a0b (SIE SP)\uff1a\u5728\u822a\u8fd0\u6062\u590d\u4e2d\u4fdd\u6301\u4f18\u52bf \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a2.36\uff0c\u76ee\u6807\u4ef7\uff1a2.56\uff0c\u6b62\u635f\u4ef7\uff1a2.26 \u65b0\u822a\u5de5\u7a0b\u6709\u9650\u516c\u53f8\u63d0\u4f9b\u673a\u8eab\u548c\u90e8\u4ef6\u5927\u4fee\u670d\u52a1\u3001\u7ebf\u8def\u7ef4\u62a4\u548c\u6280\u672f\u5730\u52e4\u670d\u52a1\u3002\u8be5\u516c\u53f8\u8fd8\u751f\u4ea7\u98de\u673a\u5ba2\u8231\u8bbe\u5907\uff0c\u7ffb\u65b0\u98de\u673a\u53a8\u623f\uff0c\u7ef4\u4fee\u548c\u5927\u4fee\u6db2\u538b\u673a\u68b0\u98de\u673a\u8bbe\u5907\u3002 \u822a\u8fd0\u6301\u7eed\u6062\u590d\u3002\u622a\u81f32024\u5e749\u6708\uff0cSIAEC\u7ebf\u8def\u7ef4\u62a4\u4e1a\u52a1\u5904\u7406\u7684\u822a\u73ed\u603b\u6570\u8fbe\u5230\u4e86\u65b0\u51a0\u80ba\u708e\u524d\u6c34\u5e73\u768495%\u3002\u98de\u884c\u6d3b\u52a8\u7684\u589e\u52a0\u589e\u52a0\u4e86\u5bf9\u98de\u673a\u7ef4\u62a4\u3001\u4fee\u7406\u548c\u5927\u4fee\u670d\u52a1\u7684\u9700\u6c42\u3002\u968f\u7740\u66f4\u591a\u822a\u7a7a\u516c\u53f8\u589e\u52a0\u822a\u73ed\u65f6\u523b\u8868\uff0c\u52a0\u4e0a\u5e74\u5e95\u65c5\u6e38\u65fa\u5b63\u7684\u5230\u6765\uff0c\u4ee5\u53ca\u56fd\u5bb6\u95f4\u66f4\u591a\u7684\u514d\u7b7e\u8bc1\u65c5\u6e38\u534f\u8bae\uff0c\u9884\u8ba1\u8fd9\u79cd\u590d\u82cf\u8d8b\u52bf\u5c06\u7ee7\u7eed\u4e0b\u53bb\u3002 \u4e0e\u53a6\u95e8\u7fd4\u4e1a\u96c6\u56e2\u7b7e\u8ba2\u6846\u67b6\u534f\u8bae\u3002\u65b0\u822a\u5de5\u7a0b\u6700\u8fd1\u5ba3\u5e03\u7b7e\u7f72\u4e86\u4e00\u9879\u4e0d\u5177\u7ea6\u675f\u529b\u7684\u6846\u67b6\u534f\u8bae\uff0c\u4ee5\u63a2\u7d22\u5bf9\u5143\u7fd4\u673a\u52a1\u5de5\u7a0b\u7684\u6f5c\u5728\u6295\u8d44\u3002\u5143\u7fd4\u673a\u52a1\u5de5\u7a0b\u662f\u95e8\u7fd4\u4e1a\u96c6\u56e2\u7684\u5b50\u516c\u53f8\uff0c\u4e3a\u4e2d\u56fd\u798f\u5efa\u7684\u673a\u573a\u63d0\u4f9b\u7ebf\u8def\u7ef4\u62a4\u548c\u5730\u9762\u670d\u52a1\u3002\u6839\u636e\u672c\u6846\u67b6\u534f\u8bae\uff0c\u53cc\u65b9\u5c06\u6839\u636e\u76d1\u7ba1\u8981\u6c42\u548c\u5fc5\u8981\u7684\u6279\u51c6\uff0c\u52aa\u529b\u6572\u5b9a\u5e76\u7b7e\u7f72\u6700\u7ec8\u534f\u8bae\u3002\u8fd9\u79cd\u5408\u4f5c\u5173\u7cfb\u4e3a\u65b0\u822a\u5de5\u7a0b\u63d0\u4f9b\u4e86\u957f\u671f\u989d\u5916\u6536\u5165\u6765\u6e90\u7684\u673a\u4f1a\u3002 Subang\u57fa\u5730\u5c06\u4e8e2025\u5e74\u6295\u5165\u4f7f\u7528\u3002\u9a6c\u6765\u897f\u4e9a\u57fa\u5730\u7ef4\u4fee\u6709\u9650\u516c\u53f8\u6709\u9650\u516c\u53f8\uff08BMM\uff09\u662fSIAEC\u7684\u5168\u8d44\u5b50\u516c\u53f8\uff0c\u4e8e2023\u5e7412\u6708\u5728\u9a6c\u6765\u897f\u4e9aSubang\u7b7e\u7f72\u4e86\u4e00\u4efd\u673a\u5e93\u8bbe\u65bd\u79df\u8d41\u534f\u8bae\u3002\u8fd9\u4e3a\u65b0\u822a\u5de5\u7a0b\u7684\u6295\u8d44\u7ec4\u5408\u589e\u52a0\u4e862\u4e2a\u673a\u5e93\u8bbe\u65bd\uff0c\u603b\u5bb9\u91cf\u4e3a6\u67b6\u98de\u673a\u540c\u65f6\u68c0\u67e5\uff0c\u79df\u671f\u4e3a15\u5e74\u3002\u8fd9\u4e9b\u673a\u5e93\u9884\u8ba1\u5c06\u4e8e2025\u5e74\u4e0b\u534a\u5e74\u5f00\u59cb\u8fd0\u8425\uff0c\u5e76\u4e3a\u96c6\u56e2\u7684\u6536\u5165\u589e\u957f\u505a\u51fa\u8d21\u732e\u3002 \u4e2d\u671f\u80a1\u606f\u3002\u516c\u53f8\u5ba3\u5e0325\u8d22\u5e74\u4e2d\u671f\u80a1\u606f\u4e3a\u6bcf\u80a12\u4ed9\uff0c\u4e0e24\u8d22\u5e74\u76f8\u6bd4\u6ca1\u6709\u53d8\u5316\u3002 24\u5e74\u4e0a\u534a\u5e74\u7ee9\u56de\u987e\u3002\u65b0\u822a\u5de5\u7a0b\u62a5\u544a\u79f0\uff0c\u7531\u4e8e\u516c\u53f8\u7ee7\u7eed\u53d7\u76ca\u4e8e\u98de\u673aMRO\u670d\u52a1\u9700\u6c42\u7684\u590d\u82cf\uff0c\u8be5\u516c\u53f8\u572824\/25\u8d22\u5e74\u4e0a\u534a\u5e74\u7684\u6536\u5165\u4e3a5.762\u4ebf\u65b0\u5143\uff0c\u540c\u6bd4\u589e\u957f12.1%\uff0c\u800c23\/24\u8d22\u5e74\u540c\u671f\u7684\u6536\u5165\u4e3a5.140\u4ebf\u65b0\u5143\u3002\u8be5\u516c\u53f8\u8fd8\u62a5\u544a\u79f0\uff0c24\/25\u8d22\u5e74\u7684\u8425\u4e1a\u5229\u6da6\u4e3a340\u4e07\u65b0\u5143\uff0c\u800c23\/24\u8d22\u5e74\u7684\u8425\u4e1a\u5229\u6da6\u4e3a10\u4e07\u65b0\u5143\u3002\u572824\/25\u8d22\u5e74\u4e0a\u534a\u5e74\u96c6\u56e2\u7a0e\u540e\u5229\u6da6\u4e3a6,880\u4e07\u65b0\u5143\uff0c\u540c\u6bd4\u589e\u957f16.0%\uff0c\u800c23\/24\u8d22\u5e74\u540c\u671f\u4e3a5,930\u4e07\u65b0\u5143\uff0c\u4e3b\u8981\u5f52\u56e0\u4e8e\u5408\u8d44\u4f01\u4e1a\u548c\u5173\u8054\u516c\u53f8\u7684\u5229\u6da6\u4efd\u989d\u589e\u52a0\u3002 \u6211\u4eec\u7684\u57fa\u672c\u80a1\u8bc4\u7ea7\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a2.59\u65b0\u5143\u3002\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb\u62a5\u544a\u5168\u6587\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \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) 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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) \u817e\u8baf (700 HK)\uff1a\u7535\u5b50\u6e38\u620f\u70ed\u6f6e \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a395\uff0c\u76ee\u6807\u4ef7\uff1a455\uff0c\u6b62\u635f\u4ef7\uff1a365 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24\u5e74\u4e0a\u534a\u5e74\u7ee9\u56de\u987e\u3002\u65b0\u822a\u5de5\u7a0b\u62a5\u544a\u79f0\uff0c\u7531\u4e8e\u516c\u53f8\u7ee7\u7eed\u53d7\u76ca\u4e8e\u98de\u673aMRO\u670d\u52a1\u9700\u6c42\u7684\u590d\u82cf\uff0c\u8be5\u516c\u53f8\u572824\/25\u8d22\u5e74\u4e0a\u534a\u5e74\u7684\u6536\u5165\u4e3a5.762\u4ebf\u65b0\u5143\uff0c\u540c\u6bd4\u589e\u957f12.1%\uff0c\u800c23\/24\u8d22\u5e74\u540c\u671f\u7684\u6536\u5165\u4e3a5.140\u4ebf\u65b0\u5143\u3002\u8be5\u516c\u53f8\u8fd8\u62a5\u544a\u79f0\uff0c24\/25\u8d22\u5e74\u7684\u8425\u4e1a\u5229\u6da6\u4e3a340\u4e07\u65b0\u5143\uff0c\u800c23\/24\u8d22\u5e74\u7684\u8425\u4e1a\u5229\u6da6\u4e3a10\u4e07\u65b0\u5143\u3002\u572824\/25\u8d22\u5e74\u4e0a\u534a\u5e74\u96c6\u56e2\u7a0e\u540e\u5229\u6da6\u4e3a6,880\u4e07\u65b0\u5143\uff0c\u540c\u6bd4\u589e\u957f16.0%\uff0c\u800c23\/24\u8d22\u5e74\u540c\u671f\u4e3a5,930\u4e07\u65b0\u5143\uff0c\u4e3b\u8981\u5f52\u56e0\u4e8e\u5408\u8d44\u4f01\u4e1a\u548c\u5173\u8054\u516c\u53f8\u7684\u5229\u6da6\u4efd\u989d\u589e\u52a0\u3002 \u6211\u4eec\u7684\u57fa\u672c\u80a1\u8bc4\u7ea7\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a2.59\u65b0\u5143\u3002\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb\u62a5\u544a\u5168\u6587\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \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 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\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) \u817e\u8baf (700 HK)\uff1a\u7535\u5b50\u6e38\u620f\u70ed\u6f6e \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a395\uff0c\u76ee\u6807\u4ef7\uff1a455\uff0c\u6b62\u635f\u4ef7\uff1a365 \u817e\u8baf\u63a7\u80a1\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u63d0\u4f9b\u589e\u503c\u670d\u52a1\uff08VAS\uff09\u3001\u7f51\u7edc\u5e7f\u544a\u670d\u52a1\u4ee5\u53ca\u91d1\u878d\u79d1\u6280\u53ca\u4f01\u4e1a\u670d\u52a1\u7684\u6295\u8d44\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u901a\u8fc7\u56db\u4e2a\u5206\u90e8\u5f00\u5c55\u4e1a\u52a1\u3002\u589e\u503c\u670d\u52a1\u5206\u90e8\u4e3b\u8981\u4ece\u4e8b\u63d0\u4f9b\u7f51\u7edc\u6e38\u620f\u3001\u89c6\u9891\u53f7\u76f4\u64ad\u670d\u52a1\u548c\u89c6\u9891\u4ed8\u8d39\u4f1a\u5458\u670d\u52a1\u7b49\u793e\u4ea4\u7f51\u7edc\u670d\u52a1\u3002\u7f51\u7edc\u5e7f\u544a\u5206\u90e8\u4e3b\u8981\u4ece\u4e8b\u5a92\u4f53\u5e7f\u544a\u3001\u793e\u4ea4\u53ca\u5176\u4ed6\u5e7f\u544a\u4e1a\u52a1\u3002\u91d1\u878d\u79d1\u6280\u53ca\u4f01\u4e1a\u670d\u52a1\u4e3b\u8981\u63d0\u4f9b\u5546\u4e1a\u652f\u4ed8\u3001\u91d1\u878d\u79d1\u6280\u53ca\u4e91\u670d\u52a1\u3002\u5176\u4ed6\u5206\u90e8\u4e3b\u8981\u4ece\u4e8b\u6295\u8d44\u3001\u4e3a\u7b2c\u4e09\u65b9\u5236\u4f5c\u4e0e\u53d1\u884c\u7535\u5f71\u53ca\u7535\u89c6\u8282\u76ee\u3001\u5185\u5bb9\u6388\u6743\uff0c\u5546\u54c1\u9500\u552e\u53ca\u5176\u4ed6\u6d3b\u52a8\u3002 \u5f97\u76ca\u4e8e\u7535\u5b50\u6e38\u620f\u4e1a\u52a1\u7684\u589e\u957f\uff0c\u516c\u53f8\u7b2c\u4e09\u5b63\u5ea6\u5229\u6da6\u5f3a\u52b2\u3002\u4e2d\u56fd\u6700\u5927\u7684\u793e\u4ea4\u5a92\u4f53\u5e73\u53f0\u8fd0\u8425\u5546\u3001\u5168\u7403\u6536\u5165\u6700\u9ad8\u7684\u6e38\u620f\u516c\u53f8\u817e\u8baf\u63a7\u80a1\u5728\u6e38\u620f\u9886\u57df\u91cd\u65b0\u7115\u53d1\u6d3b\u529b\u7684\u63a8\u52a8\u4e0b\uff0c2024\u5e74\u7b2c\u4e09\u5b63\u5ea6\u5229\u6da6\u589e\u957f47%\uff0c\u8d85\u51fa\u4e86\u5206\u6790\u5e08\u7684\u9884\u671f\u3002\u8be5\u516c\u53f8\u516c\u5e03\u5f53\u5b63\u5229\u6da6\u4e3a\u4eba\u6c11\u5e01532\u4ebf\u5143\uff0c\u9ad8\u4e8e\u4e0a\u5e74\u540c\u671f\u7684\u4eba\u6c11\u5e01362\u4ebf\u5143\uff0c\u8d85\u8fc7\u4e86\u5e02\u573a\u666e\u904d\u9884\u671f\u7684\u4eba\u6c11\u5e01453\u4ebf\u5143\u3002\u8fd9\u4e00\u589e\u957f\u5f97\u76ca\u4e8e\u5176\u6e38\u620f\u4e1a\u52a1\u7684\u5f3a\u52b2\u8868\u73b0\uff0c\u65e2\u6709\u6e38\u620f\u5728\u5168\u7403\u4fdd\u6301\u7740\u7a33\u5b9a\u7684\u7528\u6237\u7c98\u6027\uff0c\u53c8\u6709\u5177\u6709\u957f\u671f\u6f5c\u529b\u7684\u65b0\u6e38\u620f\u7684\u8d21\u732e\u3002\u6b64\u5916\uff0c\u7b2c\u4e09\u5b63\u5ea6\u662f\u817e\u8baf\u9996\u6b21\u4ece\u300a\u5730\u4e0b\u57ce\u4e0e\u6218\u58eb\u300b\u624b\u673a\u7248\u4e2d\u83b7\u5f97\u5b8c\u6574\u5b63\u5ea6\u6536\u5165\u3002\u8fd9\u6b3e\u624b\u673a\u6e38\u620f\u4e8e\u4eca\u5e745\u6708\u63a8\u51fa\uff0c\u5728\u4e2d\u56fd\u8fc5\u901f\u8d70\u7ea2\u3002\u817e\u8baf\u7684\u624b\u673a\u6e38\u620f\u7ee7\u7eed\u8868\u73b0\u826f\u597d\uff0c\u51768\u6708\u4efd\u53d1\u5e03\u7684\u300a\u9ed1\u8272\u795e\u8bdd\uff1a\u609f\u7a7a\u300b\u53d7\u5230\u4e2d\u56fd\u7ecf\u5178\u540d\u8457\u300a\u897f\u6e38\u8bb0\u300b\u7684\u542f\u53d1\uff0c\u5728\u5168\u7403\u53d6\u5f97\u4e86\u6210\u529f\uff0c\u4e5f\u63d0\u632f\u4e86\u817e\u8baf\u7684\u6295\u8d44\u7ec4\u5408\uff0c\u56e0\u4e3a\u817e\u8baf\u6301\u6709\u8be5\u6e38\u620f\u5f00\u53d1\u5546\u7684\u80a1\u4efd\u3002 \u8fdb\u4e00\u6b65\u6279\u51c6\u6e38\u620f\u3002\u4e2d\u56fd\u6e38\u620f\u884c\u4e1a\u7ee7\u7eed\u590d\u82cf\uff0c2024\u5e7410\u6708\u6279\u51c6\u4e86128\u6b3e\u65b0\u6e38\u620f\uff0c\u4fdd\u6301\u4e86\u5168\u5e74\u7a33\u5b9a\u7684\u5ba1\u6279\u901f\u5ea6\u3002\u6700\u8fd1\u8fd9\u6279\u6e38\u620f\u5305\u62ec\u817e\u8baf\u652f\u6301\u7684\u6e38\u620f\uff0c\u5982Supercell\u7684\u300aSquad Busters\u300b\u548c\u5907\u53d7\u671f\u5f85\u7684\u300a\u80dc\u5229\u5973\u795e\uff1a\u5c3c\u514b\u300b\uff0c\u5728\u300a\u9ed1\u8272\u795e\u8bdd\uff1a\u609f\u7a7a\u300b\u6210\u529f\u53d1\u884c\u540e\u4fdd\u6301\u4e86\u5f3a\u52b2\u7684\u5e02\u573a\u52bf\u5934\u3002\u5728\u6574\u4e2a2024\u5e74\uff0c\u4e2d\u56fd\u6bcf\u6708\u90fd\u4f1a\u6279\u51c6100\u591a\u6b3e\u56fd\u4ea7\u6e38\u620f\uff0c\u800c\u5916\u56fd\u6e38\u620f\u7684\u6279\u51c6\u5927\u7ea6\u6bcf\u4e24\u4e2a\u6708\u5c31\u4f1a\u51fa\u73b0\u4e00\u6b21\uff0c\u8fd9\u8868\u660e\u653f\u5e9c\u652f\u6301\u57282021\u5e74\u76d1\u7ba1\u9650\u5236\u4e4b\u540e\u632f\u5174\u8be5\u884c\u4e1a\u3002\u65b0\u6279\u51c6\u7684\u6b63\u5e38\u6d41\u52a8\u5927\u5927\u589e\u5f3a\u4e86\u5e02\u573a\u4fe1\u5fc3\uff0c\u884c\u4e1a\u9884\u6d4b2024\u5e74\u81f32029\u5e74\u7684\u590d\u5408\u5e74\u589e\u957f\u7387\uff08CAGR\uff09\u4e3a7.63%\u3002\u52302024\u5e74\u4e0a\u534a\u5e74\u672b\uff0c\u4e2d\u56fd\u7684\u6e38\u620f\u73a9\u5bb6\u6570\u91cf\u8fbe\u5230\u4e86\u521b\u7eaa\u5f55\u76846.74\u4ebf\u3002\u8fd9\u79cd\u5bf9\u65b0\u6e38\u620f\u7684\u6301\u7eed\u8ba4\u53ef\uff0c\u52a0\u4e0a\u5e02\u573a\u590d\u82cf\uff0c\u9884\u8ba1\u5c06\u63a8\u52a8\u6574\u4e2a\u884c\u4e1a\u516c\u53f8\u7684\u9500\u552e\u6301\u7eed\u589e\u957f\u3002 \u6295\u8d44\u4eba\u5de5\u667a\u80fd\u3002\u7ee7\u7eed\u5173\u6ce8\u4eba\u5de5\u667a\u80fd\u9886\u57df\u7684\u65b0\u589e\u957f\u673a\u4f1a\u3002\u5728\u6700\u65b0\u7684\u8d22\u62a5\u4e2d\uff0c\u817e\u8baf\u6982\u8ff0\u4e86\u5bfb\u6c42\u65b0\u7684\u589e\u957f\u9014\u5f84\u7684\u8ba1\u5212\uff0c\u5305\u62ec\u63a8\u8fdb\u5176\u4e13\u6709\u7684\u6d51\u6e90\u5927\u8bed\u8a00\u6a21\u578b\u5728\u5404\u4e2a\u884c\u4e1a\u7684\u91c7\u7528\uff0c\u5e76\u4e3a\u4f01\u4e1a\u5ba2\u6237\u589e\u5f3a\u5176\u4eba\u5de5\u667a\u80fd\u57fa\u7840\u8bbe\u65bd\u3002\u8be5\u516c\u53f8\u5f3a\u8c03\uff0c\u5b83\u5df2\u7ecf\u4ece\u5c06\u4eba\u5de5\u667a\u80fd\u96c6\u6210\u5230\u5176\u4ea7\u54c1\u548c\u8fd0\u8425\u4e2d\uff08\u5305\u62ec\u8425\u9500\u670d\u52a1\u548c\u4e91\u8ba1\u7b97\u7b49\u9886\u57df\uff09\u83b7\u5f97\u4e86\u5207\u5b9e\u7684\u597d\u5904\uff0c\u5e76\u5c06\u7ee7\u7eed\u81f4\u529b\u4e8e\u6295\u8d44\u4e8e\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u6280\u672f\u3001\u5de5\u5177\u548c\u89e3\u51b3\u65b9\u6848\uff0c\u4ee5\u652f\u6301\u7528\u6237\u548c\u5408\u4f5c\u4f19\u4f34\u3002\u817e\u8baf\u8fd8\u5728\u4e91\u8ba1\u7b97\u9886\u57df\u63a2\u7d22\u65b0\u7684\u6d77\u5916\u673a\u4f1a\uff0c\u65e8\u5728\u5229\u7528\u5168\u7403\u5bf9\u4eba\u5de5\u667a\u80fd\u6280\u672f\u7684\u9700\u6c42\u6765\u5e94\u5bf9\u4e2d\u56fd\u65e5\u76ca\u6fc0\u70c8\u7684\u7ade\u4e89\u3002\u5728\u4e2d\u56fd\uff0c\u8001\u724c\u4f01\u4e1a\u548c\u521d\u521b\u4f01\u4e1a\u90fd\u5728\u8fdb\u884c\u6fc0\u70c8\u7684\u4ef7\u683c\u7ade\u4e89\u3002\u8fd9\u4e9b\u4e3e\u63aa\u53ef\u80fd\u4e3a\u672a\u6765\u51e0\u5e74\u7684\u8fdb\u4e00\u6b65\u589e\u957f\u94fa\u5e73\u9053\u8def\u3002 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\u822a\u8fd0\u6301\u7eed\u6062\u590d\u3002\u622a\u81f32024\u5e749\u6708\uff0cSIAEC\u7ebf\u8def\u7ef4\u62a4\u4e1a\u52a1\u5904\u7406\u7684\u822a\u73ed\u603b\u6570\u8fbe\u5230\u4e86\u65b0\u51a0\u80ba\u708e\u524d\u6c34\u5e73\u768495%\u3002\u98de\u884c\u6d3b\u52a8\u7684\u589e\u52a0\u589e\u52a0\u4e86\u5bf9\u98de\u673a\u7ef4\u62a4\u3001\u4fee\u7406\u548c\u5927\u4fee\u670d\u52a1\u7684\u9700\u6c42\u3002\u968f\u7740\u66f4\u591a\u822a\u7a7a\u516c\u53f8\u589e\u52a0\u822a\u73ed\u65f6\u523b\u8868\uff0c\u52a0\u4e0a\u5e74\u5e95\u65c5\u6e38\u65fa\u5b63\u7684\u5230\u6765\uff0c\u4ee5\u53ca\u56fd\u5bb6\u95f4\u66f4\u591a\u7684\u514d\u7b7e\u8bc1\u65c5\u6e38\u534f\u8bae\uff0c\u9884\u8ba1\u8fd9\u79cd\u590d\u82cf\u8d8b\u52bf\u5c06\u7ee7\u7eed\u4e0b\u53bb\u3002 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24\u5e74\u4e0a\u534a\u5e74\u7ee9\u56de\u987e\u3002\u65b0\u822a\u5de5\u7a0b\u62a5\u544a\u79f0\uff0c\u7531\u4e8e\u516c\u53f8\u7ee7\u7eed\u53d7\u76ca\u4e8e\u98de\u673aMRO\u670d\u52a1\u9700\u6c42\u7684\u590d\u82cf\uff0c\u8be5\u516c\u53f8\u572824\/25\u8d22\u5e74\u4e0a\u534a\u5e74\u7684\u6536\u5165\u4e3a5.762\u4ebf\u65b0\u5143\uff0c\u540c\u6bd4\u589e\u957f12.1%\uff0c\u800c23\/24\u8d22\u5e74\u540c\u671f\u7684\u6536\u5165\u4e3a5.140\u4ebf\u65b0\u5143\u3002\u8be5\u516c\u53f8\u8fd8\u62a5\u544a\u79f0\uff0c24\/25\u8d22\u5e74\u7684\u8425\u4e1a\u5229\u6da6\u4e3a340\u4e07\u65b0\u5143\uff0c\u800c23\/24\u8d22\u5e74\u7684\u8425\u4e1a\u5229\u6da6\u4e3a10\u4e07\u65b0\u5143\u3002\u572824\/25\u8d22\u5e74\u4e0a\u534a\u5e74\u96c6\u56e2\u7a0e\u540e\u5229\u6da6\u4e3a6,880\u4e07\u65b0\u5143\uff0c\u540c\u6bd4\u589e\u957f16.0%\uff0c\u800c23\/24\u8d22\u5e74\u540c\u671f\u4e3a5,930\u4e07\u65b0\u5143\uff0c\u4e3b\u8981\u5f52\u56e0\u4e8e\u5408\u8d44\u4f01\u4e1a\u548c\u5173\u8054\u516c\u53f8\u7684\u5229\u6da6\u4efd\u989d\u589e\u52a0\u3002 \u6211\u4eec\u7684\u57fa\u672c\u80a1\u8bc4\u7ea7\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a2.59\u65b0\u5143\u3002\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb\u62a5\u544a\u5168\u6587\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \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 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\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) \u817e\u8baf (700 HK)\uff1a\u7535\u5b50\u6e38\u620f\u70ed\u6f6e \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a395\uff0c\u76ee\u6807\u4ef7\uff1a455\uff0c\u6b62\u635f\u4ef7\uff1a365 \u817e\u8baf\u63a7\u80a1\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u63d0\u4f9b\u589e\u503c\u670d\u52a1\uff08VAS\uff09\u3001\u7f51\u7edc\u5e7f\u544a\u670d\u52a1\u4ee5\u53ca\u91d1\u878d\u79d1\u6280\u53ca\u4f01\u4e1a\u670d\u52a1\u7684\u6295\u8d44\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u901a\u8fc7\u56db\u4e2a\u5206\u90e8\u5f00\u5c55\u4e1a\u52a1\u3002\u589e\u503c\u670d\u52a1\u5206\u90e8\u4e3b\u8981\u4ece\u4e8b\u63d0\u4f9b\u7f51\u7edc\u6e38\u620f\u3001\u89c6\u9891\u53f7\u76f4\u64ad\u670d\u52a1\u548c\u89c6\u9891\u4ed8\u8d39\u4f1a\u5458\u670d\u52a1\u7b49\u793e\u4ea4\u7f51\u7edc\u670d\u52a1\u3002\u7f51\u7edc\u5e7f\u544a\u5206\u90e8\u4e3b\u8981\u4ece\u4e8b\u5a92\u4f53\u5e7f\u544a\u3001\u793e\u4ea4\u53ca\u5176\u4ed6\u5e7f\u544a\u4e1a\u52a1\u3002\u91d1\u878d\u79d1\u6280\u53ca\u4f01\u4e1a\u670d\u52a1\u4e3b\u8981\u63d0\u4f9b\u5546\u4e1a\u652f\u4ed8\u3001\u91d1\u878d\u79d1\u6280\u53ca\u4e91\u670d\u52a1\u3002\u5176\u4ed6\u5206\u90e8\u4e3b\u8981\u4ece\u4e8b\u6295\u8d44\u3001\u4e3a\u7b2c\u4e09\u65b9\u5236\u4f5c\u4e0e\u53d1\u884c\u7535\u5f71\u53ca\u7535\u89c6\u8282\u76ee\u3001\u5185\u5bb9\u6388\u6743\uff0c\u5546\u54c1\u9500\u552e\u53ca\u5176\u4ed6\u6d3b\u52a8\u3002 \u5f97\u76ca\u4e8e\u7535\u5b50\u6e38\u620f\u4e1a\u52a1\u7684\u589e\u957f\uff0c\u516c\u53f8\u7b2c\u4e09\u5b63\u5ea6\u5229\u6da6\u5f3a\u52b2\u3002\u4e2d\u56fd\u6700\u5927\u7684\u793e\u4ea4\u5a92\u4f53\u5e73\u53f0\u8fd0\u8425\u5546\u3001\u5168\u7403\u6536\u5165\u6700\u9ad8\u7684\u6e38\u620f\u516c\u53f8\u817e\u8baf\u63a7\u80a1\u5728\u6e38\u620f\u9886\u57df\u91cd\u65b0\u7115\u53d1\u6d3b\u529b\u7684\u63a8\u52a8\u4e0b\uff0c2024\u5e74\u7b2c\u4e09\u5b63\u5ea6\u5229\u6da6\u589e\u957f47%\uff0c\u8d85\u51fa\u4e86\u5206\u6790\u5e08\u7684\u9884\u671f\u3002\u8be5\u516c\u53f8\u516c\u5e03\u5f53\u5b63\u5229\u6da6\u4e3a\u4eba\u6c11\u5e01532\u4ebf\u5143\uff0c\u9ad8\u4e8e\u4e0a\u5e74\u540c\u671f\u7684\u4eba\u6c11\u5e01362\u4ebf\u5143\uff0c\u8d85\u8fc7\u4e86\u5e02\u573a\u666e\u904d\u9884\u671f\u7684\u4eba\u6c11\u5e01453\u4ebf\u5143\u3002\u8fd9\u4e00\u589e\u957f\u5f97\u76ca\u4e8e\u5176\u6e38\u620f\u4e1a\u52a1\u7684\u5f3a\u52b2\u8868\u73b0\uff0c\u65e2\u6709\u6e38\u620f\u5728\u5168\u7403\u4fdd\u6301\u7740\u7a33\u5b9a\u7684\u7528\u6237\u7c98\u6027\uff0c\u53c8\u6709\u5177\u6709\u957f\u671f\u6f5c\u529b\u7684\u65b0\u6e38\u620f\u7684\u8d21\u732e\u3002\u6b64\u5916\uff0c\u7b2c\u4e09\u5b63\u5ea6\u662f\u817e\u8baf\u9996\u6b21\u4ece\u300a\u5730\u4e0b\u57ce\u4e0e\u6218\u58eb\u300b\u624b\u673a\u7248\u4e2d\u83b7\u5f97\u5b8c\u6574\u5b63\u5ea6\u6536\u5165\u3002\u8fd9\u6b3e\u624b\u673a\u6e38\u620f\u4e8e\u4eca\u5e745\u6708\u63a8\u51fa\uff0c\u5728\u4e2d\u56fd\u8fc5\u901f\u8d70\u7ea2\u3002\u817e\u8baf\u7684\u624b\u673a\u6e38\u620f\u7ee7\u7eed\u8868\u73b0\u826f\u597d\uff0c\u51768\u6708\u4efd\u53d1\u5e03\u7684\u300a\u9ed1\u8272\u795e\u8bdd\uff1a\u609f\u7a7a\u300b\u53d7\u5230\u4e2d\u56fd\u7ecf\u5178\u540d\u8457\u300a\u897f\u6e38\u8bb0\u300b\u7684\u542f\u53d1\uff0c\u5728\u5168\u7403\u53d6\u5f97\u4e86\u6210\u529f\uff0c\u4e5f\u63d0\u632f\u4e86\u817e\u8baf\u7684\u6295\u8d44\u7ec4\u5408\uff0c\u56e0\u4e3a\u817e\u8baf\u6301\u6709\u8be5\u6e38\u620f\u5f00\u53d1\u5546\u7684\u80a1\u4efd\u3002 \u8fdb\u4e00\u6b65\u6279\u51c6\u6e38\u620f\u3002\u4e2d\u56fd\u6e38\u620f\u884c\u4e1a\u7ee7\u7eed\u590d\u82cf\uff0c2024\u5e7410\u6708\u6279\u51c6\u4e86128\u6b3e\u65b0\u6e38\u620f\uff0c\u4fdd\u6301\u4e86\u5168\u5e74\u7a33\u5b9a\u7684\u5ba1\u6279\u901f\u5ea6\u3002\u6700\u8fd1\u8fd9\u6279\u6e38\u620f\u5305\u62ec\u817e\u8baf\u652f\u6301\u7684\u6e38\u620f\uff0c\u5982Supercell\u7684\u300aSquad Busters\u300b\u548c\u5907\u53d7\u671f\u5f85\u7684\u300a\u80dc\u5229\u5973\u795e\uff1a\u5c3c\u514b\u300b\uff0c\u5728\u300a\u9ed1\u8272\u795e\u8bdd\uff1a\u609f\u7a7a\u300b\u6210\u529f\u53d1\u884c\u540e\u4fdd\u6301\u4e86\u5f3a\u52b2\u7684\u5e02\u573a\u52bf\u5934\u3002\u5728\u6574\u4e2a2024\u5e74\uff0c\u4e2d\u56fd\u6bcf\u6708\u90fd\u4f1a\u6279\u51c6100\u591a\u6b3e\u56fd\u4ea7\u6e38\u620f\uff0c\u800c\u5916\u56fd\u6e38\u620f\u7684\u6279\u51c6\u5927\u7ea6\u6bcf\u4e24\u4e2a\u6708\u5c31\u4f1a\u51fa\u73b0\u4e00\u6b21\uff0c\u8fd9\u8868\u660e\u653f\u5e9c\u652f\u6301\u57282021\u5e74\u76d1\u7ba1\u9650\u5236\u4e4b\u540e\u632f\u5174\u8be5\u884c\u4e1a\u3002\u65b0\u6279\u51c6\u7684\u6b63\u5e38\u6d41\u52a8\u5927\u5927\u589e\u5f3a\u4e86\u5e02\u573a\u4fe1\u5fc3\uff0c\u884c\u4e1a\u9884\u6d4b2024\u5e74\u81f32029\u5e74\u7684\u590d\u5408\u5e74\u589e\u957f\u7387\uff08CAGR\uff09\u4e3a7.63%\u3002\u52302024\u5e74\u4e0a\u534a\u5e74\u672b\uff0c\u4e2d\u56fd\u7684\u6e38\u620f\u73a9\u5bb6\u6570\u91cf\u8fbe\u5230\u4e86\u521b\u7eaa\u5f55\u76846.74\u4ebf\u3002\u8fd9\u79cd\u5bf9\u65b0\u6e38\u620f\u7684\u6301\u7eed\u8ba4\u53ef\uff0c\u52a0\u4e0a\u5e02\u573a\u590d\u82cf\uff0c\u9884\u8ba1\u5c06\u63a8\u52a8\u6574\u4e2a\u884c\u4e1a\u516c\u53f8\u7684\u9500\u552e\u6301\u7eed\u589e\u957f\u3002 \u6295\u8d44\u4eba\u5de5\u667a\u80fd\u3002\u7ee7\u7eed\u5173\u6ce8\u4eba\u5de5\u667a\u80fd\u9886\u57df\u7684\u65b0\u589e\u957f\u673a\u4f1a\u3002\u5728\u6700\u65b0\u7684\u8d22\u62a5\u4e2d\uff0c\u817e\u8baf\u6982\u8ff0\u4e86\u5bfb\u6c42\u65b0\u7684\u589e\u957f\u9014\u5f84\u7684\u8ba1\u5212\uff0c\u5305\u62ec\u63a8\u8fdb\u5176\u4e13\u6709\u7684\u6d51\u6e90\u5927\u8bed\u8a00\u6a21\u578b\u5728\u5404\u4e2a\u884c\u4e1a\u7684\u91c7\u7528\uff0c\u5e76\u4e3a\u4f01\u4e1a\u5ba2\u6237\u589e\u5f3a\u5176\u4eba\u5de5\u667a\u80fd\u57fa\u7840\u8bbe\u65bd\u3002\u8be5\u516c\u53f8\u5f3a\u8c03\uff0c\u5b83\u5df2\u7ecf\u4ece\u5c06\u4eba\u5de5\u667a\u80fd\u96c6\u6210\u5230\u5176\u4ea7\u54c1\u548c\u8fd0\u8425\u4e2d\uff08\u5305\u62ec\u8425\u9500\u670d\u52a1\u548c\u4e91\u8ba1\u7b97\u7b49\u9886\u57df\uff09\u83b7\u5f97\u4e86\u5207\u5b9e\u7684\u597d\u5904\uff0c\u5e76\u5c06\u7ee7\u7eed\u81f4\u529b\u4e8e\u6295\u8d44\u4e8e\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u6280\u672f\u3001\u5de5\u5177\u548c\u89e3\u51b3\u65b9\u6848\uff0c\u4ee5\u652f\u6301\u7528\u6237\u548c\u5408\u4f5c\u4f19\u4f34\u3002\u817e\u8baf\u8fd8\u5728\u4e91\u8ba1\u7b97\u9886\u57df\u63a2\u7d22\u65b0\u7684\u6d77\u5916\u673a\u4f1a\uff0c\u65e8\u5728\u5229\u7528\u5168\u7403\u5bf9\u4eba\u5de5\u667a\u80fd\u6280\u672f\u7684\u9700\u6c42\u6765\u5e94\u5bf9\u4e2d\u56fd\u65e5\u76ca\u6fc0\u70c8\u7684\u7ade\u4e89\u3002\u5728\u4e2d\u56fd\uff0c\u8001\u724c\u4f01\u4e1a\u548c\u521d\u521b\u4f01\u4e1a\u90fd\u5728\u8fdb\u884c\u6fc0\u70c8\u7684\u4ef7\u683c\u7ade\u4e89\u3002\u8fd9\u4e9b\u4e3e\u63aa\u53ef\u80fd\u4e3a\u672a\u6765\u51e0\u5e74\u7684\u8fdb\u4e00\u6b65\u589e\u957f\u94fa\u5e73\u9053\u8def\u3002 24\u8d22\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u3002\u7b2c\u4e09\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957f8%\u81f3\u4eba\u6c11\u5e011,672\u4ebf\u5143\uff0c\u800c\u7b2c\u4e09\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e011,546\u4ebf\u5143\u3002\u7b2c\u4e09\u5b63\u5ea6\u51c0\u5229\u6da6\u589e\u957f47%\u81f3540\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c\u7b2c\u4e09\u5b63\u5ea6\u4e3a368\u4ebf\u5143\u4eba\u6c11\u5e01\u300224\u5e74\u7b2c\u4e09\u5b63\u5ea6\u6bcf\u80a1\u57fa\u672c\u6536\u76ca\u4e3a\u4eba\u6c11\u5e015.762\u5143\uff0c\u800c23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e013.828\u5143\uff0c\u540c\u6bd4\u589e\u957f51%\u3002\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-15-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=\"2024-11-14T11:21:40+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2024-11-15T05:21:51+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2024\u5e7411\u670815\u65e5: \u65b0\u822a\u5de5\u7a0b (SIE SP), \u817e\u8baf (700 HK), Old Dominion Freight Line Inc (ODFL 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 \u65b0\u822a\u5de5\u7a0b (SIE SP)\uff1a\u5728\u822a\u8fd0\u6062\u590d\u4e2d\u4fdd\u6301\u4f18\u52bf \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a2.36\uff0c\u76ee\u6807\u4ef7\uff1a2.56\uff0c\u6b62\u635f\u4ef7\uff1a2.26 \u65b0\u822a\u5de5\u7a0b\u6709\u9650\u516c\u53f8\u63d0\u4f9b\u673a\u8eab\u548c\u90e8\u4ef6\u5927\u4fee\u670d\u52a1\u3001\u7ebf\u8def\u7ef4\u62a4\u548c\u6280\u672f\u5730\u52e4\u670d\u52a1\u3002\u8be5\u516c\u53f8\u8fd8\u751f\u4ea7\u98de\u673a\u5ba2\u8231\u8bbe\u5907\uff0c\u7ffb\u65b0\u98de\u673a\u53a8\u623f\uff0c\u7ef4\u4fee\u548c\u5927\u4fee\u6db2\u538b\u673a\u68b0\u98de\u673a\u8bbe\u5907\u3002 \u822a\u8fd0\u6301\u7eed\u6062\u590d\u3002\u622a\u81f32024\u5e749\u6708\uff0cSIAEC\u7ebf\u8def\u7ef4\u62a4\u4e1a\u52a1\u5904\u7406\u7684\u822a\u73ed\u603b\u6570\u8fbe\u5230\u4e86\u65b0\u51a0\u80ba\u708e\u524d\u6c34\u5e73\u768495%\u3002\u98de\u884c\u6d3b\u52a8\u7684\u589e\u52a0\u589e\u52a0\u4e86\u5bf9\u98de\u673a\u7ef4\u62a4\u3001\u4fee\u7406\u548c\u5927\u4fee\u670d\u52a1\u7684\u9700\u6c42\u3002\u968f\u7740\u66f4\u591a\u822a\u7a7a\u516c\u53f8\u589e\u52a0\u822a\u73ed\u65f6\u523b\u8868\uff0c\u52a0\u4e0a\u5e74\u5e95\u65c5\u6e38\u65fa\u5b63\u7684\u5230\u6765\uff0c\u4ee5\u53ca\u56fd\u5bb6\u95f4\u66f4\u591a\u7684\u514d\u7b7e\u8bc1\u65c5\u6e38\u534f\u8bae\uff0c\u9884\u8ba1\u8fd9\u79cd\u590d\u82cf\u8d8b\u52bf\u5c06\u7ee7\u7eed\u4e0b\u53bb\u3002 \u4e0e\u53a6\u95e8\u7fd4\u4e1a\u96c6\u56e2\u7b7e\u8ba2\u6846\u67b6\u534f\u8bae\u3002\u65b0\u822a\u5de5\u7a0b\u6700\u8fd1\u5ba3\u5e03\u7b7e\u7f72\u4e86\u4e00\u9879\u4e0d\u5177\u7ea6\u675f\u529b\u7684\u6846\u67b6\u534f\u8bae\uff0c\u4ee5\u63a2\u7d22\u5bf9\u5143\u7fd4\u673a\u52a1\u5de5\u7a0b\u7684\u6f5c\u5728\u6295\u8d44\u3002\u5143\u7fd4\u673a\u52a1\u5de5\u7a0b\u662f\u95e8\u7fd4\u4e1a\u96c6\u56e2\u7684\u5b50\u516c\u53f8\uff0c\u4e3a\u4e2d\u56fd\u798f\u5efa\u7684\u673a\u573a\u63d0\u4f9b\u7ebf\u8def\u7ef4\u62a4\u548c\u5730\u9762\u670d\u52a1\u3002\u6839\u636e\u672c\u6846\u67b6\u534f\u8bae\uff0c\u53cc\u65b9\u5c06\u6839\u636e\u76d1\u7ba1\u8981\u6c42\u548c\u5fc5\u8981\u7684\u6279\u51c6\uff0c\u52aa\u529b\u6572\u5b9a\u5e76\u7b7e\u7f72\u6700\u7ec8\u534f\u8bae\u3002\u8fd9\u79cd\u5408\u4f5c\u5173\u7cfb\u4e3a\u65b0\u822a\u5de5\u7a0b\u63d0\u4f9b\u4e86\u957f\u671f\u989d\u5916\u6536\u5165\u6765\u6e90\u7684\u673a\u4f1a\u3002 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24\u5e74\u4e0a\u534a\u5e74\u7ee9\u56de\u987e\u3002\u65b0\u822a\u5de5\u7a0b\u62a5\u544a\u79f0\uff0c\u7531\u4e8e\u516c\u53f8\u7ee7\u7eed\u53d7\u76ca\u4e8e\u98de\u673aMRO\u670d\u52a1\u9700\u6c42\u7684\u590d\u82cf\uff0c\u8be5\u516c\u53f8\u572824\/25\u8d22\u5e74\u4e0a\u534a\u5e74\u7684\u6536\u5165\u4e3a5.762\u4ebf\u65b0\u5143\uff0c\u540c\u6bd4\u589e\u957f12.1%\uff0c\u800c23\/24\u8d22\u5e74\u540c\u671f\u7684\u6536\u5165\u4e3a5.140\u4ebf\u65b0\u5143\u3002\u8be5\u516c\u53f8\u8fd8\u62a5\u544a\u79f0\uff0c24\/25\u8d22\u5e74\u7684\u8425\u4e1a\u5229\u6da6\u4e3a340\u4e07\u65b0\u5143\uff0c\u800c23\/24\u8d22\u5e74\u7684\u8425\u4e1a\u5229\u6da6\u4e3a10\u4e07\u65b0\u5143\u3002\u572824\/25\u8d22\u5e74\u4e0a\u534a\u5e74\u96c6\u56e2\u7a0e\u540e\u5229\u6da6\u4e3a6,880\u4e07\u65b0\u5143\uff0c\u540c\u6bd4\u589e\u957f16.0%\uff0c\u800c23\/24\u8d22\u5e74\u540c\u671f\u4e3a5,930\u4e07\u65b0\u5143\uff0c\u4e3b\u8981\u5f52\u56e0\u4e8e\u5408\u8d44\u4f01\u4e1a\u548c\u5173\u8054\u516c\u53f8\u7684\u5229\u6da6\u4efd\u989d\u589e\u52a0\u3002 \u6211\u4eec\u7684\u57fa\u672c\u80a1\u8bc4\u7ea7\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a2.59\u65b0\u5143\u3002\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb\u62a5\u544a\u5168\u6587\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \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 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\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) \u817e\u8baf (700 HK)\uff1a\u7535\u5b50\u6e38\u620f\u70ed\u6f6e \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a395\uff0c\u76ee\u6807\u4ef7\uff1a455\uff0c\u6b62\u635f\u4ef7\uff1a365 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\\u6211\\u4eec\\u7684\\u57fa\\u672c\\u80a1\\u8bc4\\u7ea7\\u4e3a\\u4e70\\u5165\\uff0c\\u76ee\\u6807\\u80a1\\u4ef7\\u4e3a2.59\\u65b0\\u5143\\u3002\\u8bf7\\u5728\\u8fd9\\u91cc\\u9605\\u8bfb\\u62a5\\u544a\\u5168\\u6587\\u3002 \\u5e02\\u573a\\u5171\\u8bc6\\u3002 (Source: Bloomberg) \\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 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Subang\u57fa\u5730\u5c06\u4e8e2025\u5e74\u6295\u5165\u4f7f\u7528\u3002\u9a6c\u6765\u897f\u4e9a\u57fa\u5730\u7ef4\u4fee\u6709\u9650\u516c\u53f8\u6709\u9650\u516c\u53f8\uff08BMM\uff09\u662fSIAEC\u7684\u5168\u8d44\u5b50\u516c\u53f8\uff0c\u4e8e2023\u5e7412\u6708\u5728\u9a6c\u6765\u897f\u4e9aSubang\u7b7e\u7f72\u4e86\u4e00\u4efd\u673a\u5e93\u8bbe\u65bd\u79df\u8d41\u534f\u8bae\u3002\u8fd9\u4e3a\u65b0\u822a\u5de5\u7a0b\u7684\u6295\u8d44\u7ec4\u5408\u589e\u52a0\u4e862\u4e2a\u673a\u5e93\u8bbe\u65bd\uff0c\u603b\u5bb9\u91cf\u4e3a6\u67b6\u98de\u673a\u540c\u65f6\u68c0\u67e5\uff0c\u79df\u671f\u4e3a15\u5e74\u3002\u8fd9\u4e9b\u673a\u5e93\u9884\u8ba1\u5c06\u4e8e2025\u5e74\u4e0b\u534a\u5e74\u5f00\u59cb\u8fd0\u8425\uff0c\u5e76\u4e3a\u96c6\u56e2\u7684\u6536\u5165\u589e\u957f\u505a\u51fa\u8d21\u732e\u3002 \u4e2d\u671f\u80a1\u606f\u3002\u516c\u53f8\u5ba3\u5e0325\u8d22\u5e74\u4e2d\u671f\u80a1\u606f\u4e3a\u6bcf\u80a12\u4ed9\uff0c\u4e0e24\u8d22\u5e74\u76f8\u6bd4\u6ca1\u6709\u53d8\u5316\u3002 24\u5e74\u4e0a\u534a\u5e74\u7ee9\u56de\u987e\u3002\u65b0\u822a\u5de5\u7a0b\u62a5\u544a\u79f0\uff0c\u7531\u4e8e\u516c\u53f8\u7ee7\u7eed\u53d7\u76ca\u4e8e\u98de\u673aMRO\u670d\u52a1\u9700\u6c42\u7684\u590d\u82cf\uff0c\u8be5\u516c\u53f8\u572824\/25\u8d22\u5e74\u4e0a\u534a\u5e74\u7684\u6536\u5165\u4e3a5.762\u4ebf\u65b0\u5143\uff0c\u540c\u6bd4\u589e\u957f12.1%\uff0c\u800c23\/24\u8d22\u5e74\u540c\u671f\u7684\u6536\u5165\u4e3a5.140\u4ebf\u65b0\u5143\u3002\u8be5\u516c\u53f8\u8fd8\u62a5\u544a\u79f0\uff0c24\/25\u8d22\u5e74\u7684\u8425\u4e1a\u5229\u6da6\u4e3a340\u4e07\u65b0\u5143\uff0c\u800c23\/24\u8d22\u5e74\u7684\u8425\u4e1a\u5229\u6da6\u4e3a10\u4e07\u65b0\u5143\u3002\u572824\/25\u8d22\u5e74\u4e0a\u534a\u5e74\u96c6\u56e2\u7a0e\u540e\u5229\u6da6\u4e3a6,880\u4e07\u65b0\u5143\uff0c\u540c\u6bd4\u589e\u957f16.0%\uff0c\u800c23\/24\u8d22\u5e74\u540c\u671f\u4e3a5,930\u4e07\u65b0\u5143\uff0c\u4e3b\u8981\u5f52\u56e0\u4e8e\u5408\u8d44\u4f01\u4e1a\u548c\u5173\u8054\u516c\u53f8\u7684\u5229\u6da6\u4efd\u989d\u589e\u52a0\u3002 \u6211\u4eec\u7684\u57fa\u672c\u80a1\u8bc4\u7ea7\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a2.59\u65b0\u5143\u3002\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb\u62a5\u544a\u5168\u6587\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \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) 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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) \u817e\u8baf (700 HK)\uff1a\u7535\u5b50\u6e38\u620f\u70ed\u6f6e \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a395\uff0c\u76ee\u6807\u4ef7\uff1a455\uff0c\u6b62\u635f\u4ef7\uff1a365 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Subang\u57fa\u5730\u5c06\u4e8e2025\u5e74\u6295\u5165\u4f7f\u7528\u3002\u9a6c\u6765\u897f\u4e9a\u57fa\u5730\u7ef4\u4fee\u6709\u9650\u516c\u53f8\u6709\u9650\u516c\u53f8\uff08BMM\uff09\u662fSIAEC\u7684\u5168\u8d44\u5b50\u516c\u53f8\uff0c\u4e8e2023\u5e7412\u6708\u5728\u9a6c\u6765\u897f\u4e9aSubang\u7b7e\u7f72\u4e86\u4e00\u4efd\u673a\u5e93\u8bbe\u65bd\u79df\u8d41\u534f\u8bae\u3002\u8fd9\u4e3a\u65b0\u822a\u5de5\u7a0b\u7684\u6295\u8d44\u7ec4\u5408\u589e\u52a0\u4e862\u4e2a\u673a\u5e93\u8bbe\u65bd\uff0c\u603b\u5bb9\u91cf\u4e3a6\u67b6\u98de\u673a\u540c\u65f6\u68c0\u67e5\uff0c\u79df\u671f\u4e3a15\u5e74\u3002\u8fd9\u4e9b\u673a\u5e93\u9884\u8ba1\u5c06\u4e8e2025\u5e74\u4e0b\u534a\u5e74\u5f00\u59cb\u8fd0\u8425\uff0c\u5e76\u4e3a\u96c6\u56e2\u7684\u6536\u5165\u589e\u957f\u505a\u51fa\u8d21\u732e\u3002 \u4e2d\u671f\u80a1\u606f\u3002\u516c\u53f8\u5ba3\u5e0325\u8d22\u5e74\u4e2d\u671f\u80a1\u606f\u4e3a\u6bcf\u80a12\u4ed9\uff0c\u4e0e24\u8d22\u5e74\u76f8\u6bd4\u6ca1\u6709\u53d8\u5316\u3002 24\u5e74\u4e0a\u534a\u5e74\u7ee9\u56de\u987e\u3002\u65b0\u822a\u5de5\u7a0b\u62a5\u544a\u79f0\uff0c\u7531\u4e8e\u516c\u53f8\u7ee7\u7eed\u53d7\u76ca\u4e8e\u98de\u673aMRO\u670d\u52a1\u9700\u6c42\u7684\u590d\u82cf\uff0c\u8be5\u516c\u53f8\u572824\/25\u8d22\u5e74\u4e0a\u534a\u5e74\u7684\u6536\u5165\u4e3a5.762\u4ebf\u65b0\u5143\uff0c\u540c\u6bd4\u589e\u957f12.1%\uff0c\u800c23\/24\u8d22\u5e74\u540c\u671f\u7684\u6536\u5165\u4e3a5.140\u4ebf\u65b0\u5143\u3002\u8be5\u516c\u53f8\u8fd8\u62a5\u544a\u79f0\uff0c24\/25\u8d22\u5e74\u7684\u8425\u4e1a\u5229\u6da6\u4e3a340\u4e07\u65b0\u5143\uff0c\u800c23\/24\u8d22\u5e74\u7684\u8425\u4e1a\u5229\u6da6\u4e3a10\u4e07\u65b0\u5143\u3002\u572824\/25\u8d22\u5e74\u4e0a\u534a\u5e74\u96c6\u56e2\u7a0e\u540e\u5229\u6da6\u4e3a6,880\u4e07\u65b0\u5143\uff0c\u540c\u6bd4\u589e\u957f16.0%\uff0c\u800c23\/24\u8d22\u5e74\u540c\u671f\u4e3a5,930\u4e07\u65b0\u5143\uff0c\u4e3b\u8981\u5f52\u56e0\u4e8e\u5408\u8d44\u4f01\u4e1a\u548c\u5173\u8054\u516c\u53f8\u7684\u5229\u6da6\u4efd\u989d\u589e\u52a0\u3002 \u6211\u4eec\u7684\u57fa\u672c\u80a1\u8bc4\u7ea7\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a2.59\u65b0\u5143\u3002\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb\u62a5\u544a\u5168\u6587\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \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) 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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) \u817e\u8baf (700 HK)\uff1a\u7535\u5b50\u6e38\u620f\u70ed\u6f6e \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a395\uff0c\u76ee\u6807\u4ef7\uff1a455\uff0c\u6b62\u635f\u4ef7\uff1a365 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24\u5e74\u4e0a\u534a\u5e74\u7ee9\u56de\u987e\u3002\u65b0\u822a\u5de5\u7a0b\u62a5\u544a\u79f0\uff0c\u7531\u4e8e\u516c\u53f8\u7ee7\u7eed\u53d7\u76ca\u4e8e\u98de\u673aMRO\u670d\u52a1\u9700\u6c42\u7684\u590d\u82cf\uff0c\u8be5\u516c\u53f8\u572824\/25\u8d22\u5e74\u4e0a\u534a\u5e74\u7684\u6536\u5165\u4e3a5.762\u4ebf\u65b0\u5143\uff0c\u540c\u6bd4\u589e\u957f12.1%\uff0c\u800c23\/24\u8d22\u5e74\u540c\u671f\u7684\u6536\u5165\u4e3a5.140\u4ebf\u65b0\u5143\u3002\u8be5\u516c\u53f8\u8fd8\u62a5\u544a\u79f0\uff0c24\/25\u8d22\u5e74\u7684\u8425\u4e1a\u5229\u6da6\u4e3a340\u4e07\u65b0\u5143\uff0c\u800c23\/24\u8d22\u5e74\u7684\u8425\u4e1a\u5229\u6da6\u4e3a10\u4e07\u65b0\u5143\u3002\u572824\/25\u8d22\u5e74\u4e0a\u534a\u5e74\u96c6\u56e2\u7a0e\u540e\u5229\u6da6\u4e3a6,880\u4e07\u65b0\u5143\uff0c\u540c\u6bd4\u589e\u957f16.0%\uff0c\u800c23\/24\u8d22\u5e74\u540c\u671f\u4e3a5,930\u4e07\u65b0\u5143\uff0c\u4e3b\u8981\u5f52\u56e0\u4e8e\u5408\u8d44\u4f01\u4e1a\u548c\u5173\u8054\u516c\u53f8\u7684\u5229\u6da6\u4efd\u989d\u589e\u52a0\u3002 \u6211\u4eec\u7684\u57fa\u672c\u80a1\u8bc4\u7ea7\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a2.59\u65b0\u5143\u3002\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb\u62a5\u544a\u5168\u6587\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \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 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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) \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) \u817e\u8baf (700 HK)\uff1a\u7535\u5b50\u6e38\u620f\u70ed\u6f6e \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a395\uff0c\u76ee\u6807\u4ef7\uff1a455\uff0c\u6b62\u635f\u4ef7\uff1a365 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Busters\u300b\u548c\u5907\u53d7\u671f\u5f85\u7684\u300a\u80dc\u5229\u5973\u795e\uff1a\u5c3c\u514b\u300b\uff0c\u5728\u300a\u9ed1\u8272\u795e\u8bdd\uff1a\u609f\u7a7a\u300b\u6210\u529f\u53d1\u884c\u540e\u4fdd\u6301\u4e86\u5f3a\u52b2\u7684\u5e02\u573a\u52bf\u5934\u3002\u5728\u6574\u4e2a2024\u5e74\uff0c\u4e2d\u56fd\u6bcf\u6708\u90fd\u4f1a\u6279\u51c6100\u591a\u6b3e\u56fd\u4ea7\u6e38\u620f\uff0c\u800c\u5916\u56fd\u6e38\u620f\u7684\u6279\u51c6\u5927\u7ea6\u6bcf\u4e24\u4e2a\u6708\u5c31\u4f1a\u51fa\u73b0\u4e00\u6b21\uff0c\u8fd9\u8868\u660e\u653f\u5e9c\u652f\u6301\u57282021\u5e74\u76d1\u7ba1\u9650\u5236\u4e4b\u540e\u632f\u5174\u8be5\u884c\u4e1a\u3002\u65b0\u6279\u51c6\u7684\u6b63\u5e38\u6d41\u52a8\u5927\u5927\u589e\u5f3a\u4e86\u5e02\u573a\u4fe1\u5fc3\uff0c\u884c\u4e1a\u9884\u6d4b2024\u5e74\u81f32029\u5e74\u7684\u590d\u5408\u5e74\u589e\u957f\u7387\uff08CAGR\uff09\u4e3a7.63%\u3002\u52302024\u5e74\u4e0a\u534a\u5e74\u672b\uff0c\u4e2d\u56fd\u7684\u6e38\u620f\u73a9\u5bb6\u6570\u91cf\u8fbe\u5230\u4e86\u521b\u7eaa\u5f55\u76846.74\u4ebf\u3002\u8fd9\u79cd\u5bf9\u65b0\u6e38\u620f\u7684\u6301\u7eed\u8ba4\u53ef\uff0c\u52a0\u4e0a\u5e02\u573a\u590d\u82cf\uff0c\u9884\u8ba1\u5c06\u63a8\u52a8\u6574\u4e2a\u884c\u4e1a\u516c\u53f8\u7684\u9500\u552e\u6301\u7eed\u589e\u957f\u3002 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24\u8d22\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u3002\u7b2c\u4e09\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957f8%\u81f3\u4eba\u6c11\u5e011,672\u4ebf\u5143\uff0c\u800c\u7b2c\u4e09\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e011,546\u4ebf\u5143\u3002\u7b2c\u4e09\u5b63\u5ea6\u51c0\u5229\u6da6\u589e\u957f47%\u81f3540\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c\u7b2c\u4e09\u5b63\u5ea6\u4e3a368\u4ebf\u5143\u4eba\u6c11\u5e01\u300224\u5e74\u7b2c\u4e09\u5b63\u5ea6\u6bcf\u80a1\u57fa\u672c\u6536\u76ca\u4e3a\u4eba\u6c11\u5e015.762\u5143\uff0c\u800c23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e013.828\u5143\uff0c\u540c\u6bd4\u589e\u957f51%\u3002","og:url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-15-nov-2024-zh\/","og:image":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr","og:image:secure_url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr","article:published_time":"2024-11-14T11:21:40+00:00","article:modified_time":"2024-11-15T05:21:51+00:00","twitter:card":"summary","twitter:title":"2024\u5e7411\u670815\u65e5: \u65b0\u822a\u5de5\u7a0b (SIE SP), \u817e\u8baf (700 HK), Old Dominion Freight Line Inc (ODFL 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 \u65b0\u822a\u5de5\u7a0b (SIE SP)\uff1a\u5728\u822a\u8fd0\u6062\u590d\u4e2d\u4fdd\u6301\u4f18\u52bf \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a2.36\uff0c\u76ee\u6807\u4ef7\uff1a2.56\uff0c\u6b62\u635f\u4ef7\uff1a2.26 \u65b0\u822a\u5de5\u7a0b\u6709\u9650\u516c\u53f8\u63d0\u4f9b\u673a\u8eab\u548c\u90e8\u4ef6\u5927\u4fee\u670d\u52a1\u3001\u7ebf\u8def\u7ef4\u62a4\u548c\u6280\u672f\u5730\u52e4\u670d\u52a1\u3002\u8be5\u516c\u53f8\u8fd8\u751f\u4ea7\u98de\u673a\u5ba2\u8231\u8bbe\u5907\uff0c\u7ffb\u65b0\u98de\u673a\u53a8\u623f\uff0c\u7ef4\u4fee\u548c\u5927\u4fee\u6db2\u538b\u673a\u68b0\u98de\u673a\u8bbe\u5907\u3002 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24\u5e74\u4e0a\u534a\u5e74\u7ee9\u56de\u987e\u3002\u65b0\u822a\u5de5\u7a0b\u62a5\u544a\u79f0\uff0c\u7531\u4e8e\u516c\u53f8\u7ee7\u7eed\u53d7\u76ca\u4e8e\u98de\u673aMRO\u670d\u52a1\u9700\u6c42\u7684\u590d\u82cf\uff0c\u8be5\u516c\u53f8\u572824\/25\u8d22\u5e74\u4e0a\u534a\u5e74\u7684\u6536\u5165\u4e3a5.762\u4ebf\u65b0\u5143\uff0c\u540c\u6bd4\u589e\u957f12.1%\uff0c\u800c23\/24\u8d22\u5e74\u540c\u671f\u7684\u6536\u5165\u4e3a5.140\u4ebf\u65b0\u5143\u3002\u8be5\u516c\u53f8\u8fd8\u62a5\u544a\u79f0\uff0c24\/25\u8d22\u5e74\u7684\u8425\u4e1a\u5229\u6da6\u4e3a340\u4e07\u65b0\u5143\uff0c\u800c23\/24\u8d22\u5e74\u7684\u8425\u4e1a\u5229\u6da6\u4e3a10\u4e07\u65b0\u5143\u3002\u572824\/25\u8d22\u5e74\u4e0a\u534a\u5e74\u96c6\u56e2\u7a0e\u540e\u5229\u6da6\u4e3a6,880\u4e07\u65b0\u5143\uff0c\u540c\u6bd4\u589e\u957f16.0%\uff0c\u800c23\/24\u8d22\u5e74\u540c\u671f\u4e3a5,930\u4e07\u65b0\u5143\uff0c\u4e3b\u8981\u5f52\u56e0\u4e8e\u5408\u8d44\u4f01\u4e1a\u548c\u5173\u8054\u516c\u53f8\u7684\u5229\u6da6\u4efd\u989d\u589e\u52a0\u3002 \u6211\u4eec\u7684\u57fa\u672c\u80a1\u8bc4\u7ea7\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a2.59\u65b0\u5143\u3002\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb\u62a5\u544a\u5168\u6587\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \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 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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) \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) \u817e\u8baf (700 HK)\uff1a\u7535\u5b50\u6e38\u620f\u70ed\u6f6e \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a395\uff0c\u76ee\u6807\u4ef7\uff1a455\uff0c\u6b62\u635f\u4ef7\uff1a365 \u817e\u8baf\u63a7\u80a1\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u63d0\u4f9b\u589e\u503c\u670d\u52a1\uff08VAS\uff09\u3001\u7f51\u7edc\u5e7f\u544a\u670d\u52a1\u4ee5\u53ca\u91d1\u878d\u79d1\u6280\u53ca\u4f01\u4e1a\u670d\u52a1\u7684\u6295\u8d44\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u901a\u8fc7\u56db\u4e2a\u5206\u90e8\u5f00\u5c55\u4e1a\u52a1\u3002\u589e\u503c\u670d\u52a1\u5206\u90e8\u4e3b\u8981\u4ece\u4e8b\u63d0\u4f9b\u7f51\u7edc\u6e38\u620f\u3001\u89c6\u9891\u53f7\u76f4\u64ad\u670d\u52a1\u548c\u89c6\u9891\u4ed8\u8d39\u4f1a\u5458\u670d\u52a1\u7b49\u793e\u4ea4\u7f51\u7edc\u670d\u52a1\u3002\u7f51\u7edc\u5e7f\u544a\u5206\u90e8\u4e3b\u8981\u4ece\u4e8b\u5a92\u4f53\u5e7f\u544a\u3001\u793e\u4ea4\u53ca\u5176\u4ed6\u5e7f\u544a\u4e1a\u52a1\u3002\u91d1\u878d\u79d1\u6280\u53ca\u4f01\u4e1a\u670d\u52a1\u4e3b\u8981\u63d0\u4f9b\u5546\u4e1a\u652f\u4ed8\u3001\u91d1\u878d\u79d1\u6280\u53ca\u4e91\u670d\u52a1\u3002\u5176\u4ed6\u5206\u90e8\u4e3b\u8981\u4ece\u4e8b\u6295\u8d44\u3001\u4e3a\u7b2c\u4e09\u65b9\u5236\u4f5c\u4e0e\u53d1\u884c\u7535\u5f71\u53ca\u7535\u89c6\u8282\u76ee\u3001\u5185\u5bb9\u6388\u6743\uff0c\u5546\u54c1\u9500\u552e\u53ca\u5176\u4ed6\u6d3b\u52a8\u3002 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\u6211\u4eec\u7684\u57fa\u672c\u80a1\u8bc4\u7ea7\u4e3a\u4e70\u5165\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a2.59\u65b0\u5143\u3002\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb\u62a5\u544a\u5168\u6587\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \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) \u817e\u8baf (700 HK)\uff1a\u7535\u5b50\u6e38\u620f\u70ed\u6f6e \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a395\uff0c\u76ee\u6807\u4ef7\uff1a455\uff0c\u6b62\u635f\u4ef7\uff1a365 \u817e\u8baf\u63a7\u80a1\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u63d0\u4f9b\u589e\u503c\u670d\u52a1\uff08VAS\uff09\u3001\u7f51\u7edc\u5e7f\u544a\u670d\u52a1\u4ee5\u53ca\u91d1\u878d\u79d1\u6280\u53ca\u4f01\u4e1a\u670d\u52a1\u7684\u6295\u8d44\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u901a\u8fc7\u56db\u4e2a\u5206\u90e8\u5f00\u5c55\u4e1a\u52a1\u3002\u589e\u503c\u670d\u52a1\u5206\u90e8\u4e3b\u8981\u4ece\u4e8b\u63d0\u4f9b\u7f51\u7edc\u6e38\u620f\u3001\u89c6\u9891\u53f7\u76f4\u64ad\u670d\u52a1\u548c\u89c6\u9891\u4ed8\u8d39\u4f1a\u5458\u670d\u52a1\u7b49\u793e\u4ea4\u7f51\u7edc\u670d\u52a1\u3002\u7f51\u7edc\u5e7f\u544a\u5206\u90e8\u4e3b\u8981\u4ece\u4e8b\u5a92\u4f53\u5e7f\u544a\u3001\u793e\u4ea4\u53ca\u5176\u4ed6\u5e7f\u544a\u4e1a\u52a1\u3002\u91d1\u878d\u79d1\u6280\u53ca\u4f01\u4e1a\u670d\u52a1\u4e3b\u8981\u63d0\u4f9b\u5546\u4e1a\u652f\u4ed8\u3001\u91d1\u878d\u79d1\u6280\u53ca\u4e91\u670d\u52a1\u3002\u5176\u4ed6\u5206\u90e8\u4e3b\u8981\u4ece\u4e8b\u6295\u8d44\u3001\u4e3a\u7b2c\u4e09\u65b9\u5236\u4f5c\u4e0e\u53d1\u884c\u7535\u5f71\u53ca\u7535\u89c6\u8282\u76ee\u3001\u5185\u5bb9\u6388\u6743\uff0c\u5546\u54c1\u9500\u552e\u53ca\u5176\u4ed6\u6d3b\u52a8\u3002 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