{"id":57622,"date":"2024-12-10T19:43:02","date_gmt":"2024-12-10T11:43:02","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=57622"},"modified":"2024-12-11T10:11:20","modified_gmt":"2024-12-11T02:11:20","slug":"kgi-daily-trading-ideas-11-dec-2024-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-11-dec-2024-zh\/","title":{"rendered":"2024\u5e7412\u670811\u65e5: \u5e03\u7c73\u8fbe\u519c\u4e1a (BAL SP), \u533b\u6e21\u79d1\u6280(2158 HK), \u8c46\u82bd\u519c\u592b\u5e02\u573a (SFM US)"},"content":{"rendered":"\n<p class=\"has-cyan-bluish-gray-background-color has-background wp-block-paragraph\"><a href=\"#sg\">\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350<\/a> |<a href=\"#hk\"> \u9999\u6e2f\u80a1\u7968\u63a8\u8350<\/a> | <a href=\"#us\">\u7f8e\u80a1\u63a8\u8350<\/a> | <a href=\"http:\/\/sp\">\u884c\u4e1a\u677f\u5757\u8868\u73b0<\/a> | <a href=\"#td\"> \u4ea4\u6613\u9f99\u864e\u699c<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\" id=\"sp\"><img fetchpriority=\"high\" decoding=\"async\" width=\"829\" height=\"104\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-259.png\" alt=\"\" class=\"wp-image-47866\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-259.png 829w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-259-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-259-768x96.png 768w\" sizes=\"(max-width: 829px) 100vw, 829px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-57622-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"941\" height=\"425\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/image-9.png\" alt=\"\" class=\"wp-image-57710\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/image-9.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/image-9-300x135.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/image-9-768x347.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"941\" height=\"241\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/image-10.png\" alt=\"\" class=\"wp-image-57711\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/image-10.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/image-10-300x77.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/image-10-768x197.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"941\" height=\"290\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/image-11.png\" alt=\"\" class=\"wp-image-57712\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/image-11.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/image-11-300x92.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/image-11-768x237.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-4.png\" alt=\"\" class=\"wp-image-57660\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-4.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-4-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-57622-_qqv3rtx8nazp\"><\/a><a id=\"post-57622-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1917\" height=\"844\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-screenshot-of-a-computer-description-automatica-17.png\" alt=\"A screenshot of a computer\n\nDescription automatically generated\" class=\"wp-image-57661\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-screenshot-of-a-computer-description-automatica-17.png 1917w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-screenshot-of-a-computer-description-automatica-17-300x132.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-screenshot-of-a-computer-description-automatica-17-1024x451.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-screenshot-of-a-computer-description-automatica-17-768x338.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-screenshot-of-a-computer-description-automatica-17-1536x676.png 1536w\" sizes=\"(max-width: 1917px) 100vw, 1917px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\" title=\"\">^ Back To Top<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-6.png\" alt=\"\" class=\"wp-image-57662\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-6.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-6-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h1 class=\"wp-block-heading\"><a id=\"post-57622-_7c2gwybbbr90\"><\/a><\/h1>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-57622-_9i0c554gtu0u\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-7.png\" class=\"wp-image-57663\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-7.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-7-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u5e03\u7c73\u8fbe\u519c\u4e1a (BAL SP)\uff1a\u68d5\u6988\u6cb9\u9700\u6c42\u7ef4\u6301<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.89\uff0c\u76ee\u6807\u4ef7\uff1a0.97\uff0c\u6b62\u635f\u4ef7\uff1a85<\/strong><br>  <\/li>\n\n\n\n<li>\u5e03\u7c73\u8fbe\u519c\u4e1a\u751f\u4ea7CPO\u548cPK\uff0c\u5176\u6cb9\u68d5\u79cd\u690d\u56ed\u4f4d\u4e8e\u5370\u5ea6\u5c3c\u897f\u4e9a\u3002\u516c\u53f8\u7684\u4e3b\u8981\u4e1a\u52a1\u6d3b\u52a8\u662f\u79cd\u690d\u548c\u6536\u83b7\u6cb9\u68d5\u6811\uff0c\u5c06\u5176\u6cb9\u68d5\u79cd\u690d\u56ed\u3001\u7b49\u79bb\u5b50\u79cd\u690d\u56ed\u548c\u7b2c\u4e09\u65b9\u7684FFB\u52a0\u5de5\u6210CPO\u548cPK\uff0c\u5e76\u5728\u5370\u5ea6\u5c3c\u897f\u4e9a\u9500\u552eCPO\u548cPK\u3002<br>  <\/li>\n\n\n\n<li><strong>\u68d5\u6988\u6cb9\u4ef7\u683c\u6301\u7eed\u4e0a\u6da8\u3002<\/strong>\u68d5\u6988\u6cb9\u751f\u4ea7\u56fd\u7406\u4e8b\u4f1a\uff08CPOPC\uff09\u9884\u6d4b\uff0c\u7531\u4e8e\u5370\u5c3c\u548c\u9a6c\u6765\u897f\u4e9a\u7b49\u4e3b\u8981\u5e02\u573a\u7684\u4ea7\u91cf\u505c\u6ede\u4e0d\u524d\uff0c2025\u5e74\u68d5\u6988\u6cb9\u4ef7\u683c\u5c06\u5728\u6bcf\u54284,000\u81f35,000\u4ee4\u5409\u4e4b\u95f4\u3002\u76ee\u524d\u6bcf\u5428\u7ea65.000\u4ee4\u5409\u7684\u4ef7\u683c\u88ab\u89c6\u4e3a\u6682\u65f6\u7684\uff0c\u53d7\u9a6c\u6765\u897f\u4e9a\u6d2a\u6c34\u548c\u770b\u6da8\u5e02\u573a\u60c5\u7eea\u7684\u5f71\u54cd\u3002\u751f\u4ea7\u505c\u6ede\u7684\u539f\u56e0\u662f\u79cd\u690d\u56ed\u8001\u5316\u3001\u4e0d\u53ef\u9884\u6d4b\u7684\u5929\u6c14\u4ee5\u53ca\u5411\u65b0\u79cd\u690d\u56ed\u7684\u6269\u5f20\u6709\u9650\uff0c\u8fd9\u53ef\u80fd\u5bfc\u81f4\u5168\u7403\u4f9b\u5e94\u77ed\u7f3a\u5e76\u63a8\u9ad8\u4ef7\u683c\u3002<br>  <\/li>\n\n\n\n<li><strong>\u5f88\u9ad8\u7684\u671f\u671b\u3002<\/strong>\u5728\u8fc7\u53bb\u5341\u5e74\u4e2d\uff0c\u516c\u53f8\u5728\u9700\u6c42\u53d8\u5316\u3001\u6076\u52a3\u5929\u6c14\u548c\u5730\u7f18\u653f\u6cbb\u7d27\u5f20\u5c40\u52bf\u9a71\u52a8\u7684\u68d5\u6988\u6cb9\u4ef7\u683c\u6ce2\u52a8\u4e2d\u8868\u73b0\u51fa\u4e86\u5f39\u6027\u3002\u5728\u5f3a\u52b2\u7684\u73b0\u91d1\u6d41\u548c\u5065\u5eb7\u7684\u8d44\u4ea7\u8d1f\u503a\u8868\u7684\u652f\u6301\u4e0b\uff0c\u516c\u53f8\u4e00\u76f4\u4fdd\u6301\u7740\u5f3a\u52b2\u7684\u8d22\u52a1\u4e1a\u7ee9\u548c\u80a1\u4e1c\u56de\u62a5\uff0c\u5305\u62ec22\u8d22\u5e74\u521b\u7eaa\u5f55\u768414%\u548c23\u8d22\u5e74\u521b\u7eaa\u5f55\u768410%\u7684\u80a1\u606f\u6536\u76ca\u7387\u3002\u5c3d\u7ba1\u4e00\u5b63\u5ea6\u5929\u6c14\u56e0\u7d20\u5e26\u6765\u4e86\u6311\u6218\u548c\u6210\u672c\u538b\u529b\uff0c\u4f46\u516c\u53f8\u5728\u7b2c\u4e8c\u5b63\u5ea6\u5b9e\u73b0\u4e86\u663e\u8457\u7684\u73af\u6bd4\u589e\u957f\uff0c\u6bdb\u5229\u6da6\u3001\u51c0\u5229\u6da6\u548cEBITDA\u5747\u6709\u663e\u8457\u6539\u5584\u3002\u53d7\u68d5\u6988\u6cb9\u4ef7\u683c\u4e0a\u6da8\u548c\u6210\u672c\u538b\u529b\u7f13\u89e3\u7684\u63a8\u52a8\uff0c\u6838\u5fc3\u5229\u6da6\u589e\u957f43%\u3002\u4e3b\u8981\u7684\u589e\u957f\u52a8\u529b\u5305\u62ec\u5370\u5ea6\u5c3c\u897f\u4e9a\u7684\u751f\u7269\u67f4\u6cb9\u8981\u6c42\uff0c\u52302025\u5e74\u5c06\u6df7\u5408\u8981\u6c42\u63d0\u9ad8\u523040%\uff0c\u8fd9\u5c06\u4fc3\u8fdb\u56fd\u5185\u6d88\u8d39\u5e76\u51cf\u5c11\u51fa\u53e3\u91cf\uff0c\u4ece\u800c\u7ef4\u6301\u5168\u7403\u68d5\u6988\u6cb9\u4ef7\u683c\u7684\u4e0a\u6da8\u3002\u68d5\u6988\u4ec1\u4ef7\u683c\u7684\u98d9\u5347\u8fdb\u4e00\u6b65\u5e26\u6765\u4e86\u589e\u957f\u673a\u4f1a\u3002\u5c55\u671b\u672a\u6765\uff0c\u5728\u7a33\u5b9a\u7684\u6210\u672c\u3001\u5f3a\u52b2\u7684\u9700\u6c42\u4ee5\u53ca\u68d5\u6988\u6cb9\u548c\u68d5\u6988\u4ec1\u4ea7\u54c1\u6709\u5229\u7684\u5b9a\u4ef7\u7684\u652f\u6301\u4e0b\uff0c\u516c\u53f8\u4e3a\u6301\u7eed\u7684\u8d22\u52a1\u589e\u957f\u505a\u597d\u4e86\u51c6\u5907\u3002<br>  <\/li>\n\n\n\n<li><strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u6536\u5165\u540c\u6bd4\u589e\u957f1.4%\uff0c\u81f37.6\u4e07\u4ebf\u5370\u5c3c\u76fe\uff0c\u800c23\u8d22\u5e74\u540c\u671f\u4e3a7.50\u4e07\u4ebf\u5370\u5c3c\u76fe\u300224\u8d22\u5e74\u4e0a\u534a\u5e74\u51c0\u5229\u6da6\u4e0b\u964d29.5%\uff0c\u81f31.00\u4e07\u4ebf\u5370\u5c3c\u76fe\uff0c\u800c23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e3a1.42\u4e07\u4ebf\u5370\u5c3c\u76fe\u300224\u8d22\u5e74\u4e0a\u534a\u5e74\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u548c\u644a\u8584\u6bcf\u80a1\u6536\u76ca\u4e3a494\u5370\u5c3c\u76fe\uff0c\u800c23\u5e74\u540c\u671f\u4e3a686\u5370\u5c3c\u76fe\u3002<br>  <\/li>\n\n\n\n<li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><br>    <img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-57664\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-blue-and-white-rectangular-box-with-numbers-des-8.png\" alt=\"A blue and white rectangular box with numbers\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-blue-and-white-rectangular-box-with-numbers-des-8.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-blue-and-white-rectangular-box-with-numbers-des-8-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1556\" height=\"597\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-on-a-screen-description-automatically-gen-23.jpeg\" alt=\"A graph on a screen\n\nDescription automatically generated\" class=\"wp-image-57665\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-on-a-screen-description-automatically-gen-23.jpeg 1556w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-on-a-screen-description-automatically-gen-23-300x115.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-on-a-screen-description-automatically-gen-23-1024x393.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-on-a-screen-description-automatically-gen-23-768x295.jpeg 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-on-a-screen-description-automatically-gen-23-1536x589.jpeg 1536w\" sizes=\"(max-width: 1556px) 100vw, 1556px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" alt=\"A long line of a white background\n\nDescription automatically generated with medium confidence\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-long-line-of-a-white-background-description-aut-9.png\" class=\"wp-image-57666\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-long-line-of-a-white-background-description-aut-9.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-long-line-of-a-white-background-description-aut-9-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u661f\u5c55\u96c6\u56e2 (DBS SP)\uff1a\u6709\u8fdc\u89c1\u7684\u4e3e\u63aa<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a44\uff0c\u76ee\u6807\u4ef7\uff1a48\uff0c\u6b62\u635f\u4ef7\uff1a42<\/strong><br>  <\/li>\n\n\n\n<li>\u661f\u5c55\u96c6\u56e2\u63a7\u80a1\u6709\u9650\u516c\u53f8\u53ca\u5176\u9644\u5c5e\u516c\u53f8\u63d0\u4f9b\u5404\u79cd\u91d1\u878d\u670d\u52a1\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u7684\u670d\u52a1\u5305\u62ec\u62b5\u62bc\u8d37\u6b3e\u878d\u8d44\u3001\u79df\u8d41\u548c\u79df\u8d41\u8d2d\u4e70\u878d\u8d44\u3001\u59d4\u6258\u548c\u53d7\u6258\u4eba\u3001\u57fa\u91d1\u7ba1\u7406\u3001\u4f01\u4e1a\u54a8\u8be2\u548c\u7ecf\u7eaa\u3002\u661f\u5c55\u96c6\u56e2\u8fd8\u62c5\u4efb\u65b0\u52a0\u5761\u653f\u5e9c\u8bc1\u5238\u7684\u4e00\u7ea7\u4ea4\u6613\u5546\u3002<br>  <\/li>\n\n\n\n<li><strong>\u4ece\u4fc4\u7f57\u65af\u5bcc\u4eba\u90a3\u91cc\u83b7\u76ca\u3002<\/strong>\u661f\u5c55\u96c6\u56e2\u5927\u4e86\u5176\u8d22\u5bcc\u7ba1\u7406\u56e2\u961f\uff0c\u4e3a\u5bcc\u88d5\u7684\u4fc4\u7f57\u65af\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\uff0c\u5728\u786e\u4fdd\u4e25\u683c\u5408\u89c4\u7684\u540c\u65f6\uff0c\u5e94\u5bf9\u4e0e\u5168\u7403\u5236\u88c1\u76f8\u5173\u7684\u590d\u6742\u60c5\u51b5\u3002\u6700\u8fd1\u7684\u62db\u8058\u5305\u62ec\u4e24\u540d\u4f1a\u8bf4\u4fc4\u8bed\u7684\u79c1\u4eba\u94f6\u884c\u5bb6\uff0c\u4f7f\u65b0\u52a0\u5761\u7684\u79c1\u4eba\u94f6\u884c\u5bb6\u603b\u6570\u81f3\u5c11\u8fbe\u52309\u4eba\u3002\u8fc7\u53bb\u4e24\u5e74\uff0c\u661f\u5c55\u94f6\u884c\u4ece\u745e\u58eb\u4fe1\u8d37\u548c\u745e\u58eb\u5b9d\u76db\u62db\u52df\u4eba\u624d\uff0c\u5728\u745e\u58eb\u4fe1\u8d37\u9000\u51fa\u5176\u4f4d\u4e8e\u65b0\u52a0\u5761\u7684\u4fc4\u7f57\u65af\u8d22\u5bcc\u4e1a\u52a1\u540e\uff0c\u5438\u5f15\u4e86\u8d85\u8fc710\u4ebf\u7f8e\u5143\u7684\u5ba2\u6237\u8d44\u4ea7\u3002\u867d\u7136\u4fc4\u7f57\u65af\u8d44\u4ea7\u53ea\u5360\u661f\u5c55\u94f6\u884c4,010\u4ebf\u7f8e\u5143\u7ba1\u7406\u8d44\u4ea7\u7684\u4e00\u5c0f\u90e8\u5206\uff0c\u4f46\u8fd9\u90e8\u5206\u8d44\u4ea7\u5df2\u663e\u793a\u51fa\u663e\u8457\u589e\u957f\u3002\u4e3a\u4e86\u786e\u4fdd\u5408\u89c4\uff0c\u4fc4\u7f57\u65af\u5ba2\u6237\u5fc5\u987b\u6301\u6709\u81f3\u5c112,000\u4e07\u7f8e\u5143\u7684\u8d44\u4ea7\uff0c\u5e76\u63a5\u53d7\u4e25\u683c\u7684\u5ba1\u67e5\uff0c\u4ee5\u6838\u5b9e\u8d22\u5bcc\u6765\u6e90\uff0c\u5e76\u786e\u8ba4\u4ed6\u4eec\u6ca1\u6709\u53d7\u5230\u5236\u88c1\u3002\u7531\u4e8e\u745e\u94f6\u3001\u6c47\u4e30\u548c\u534e\u4fa8\u94f6\u884c\u7b49\u5168\u7403\u7ade\u4e89\u5bf9\u624b\u7531\u4e8e\u76d1\u7ba1\u65b9\u9762\u7684\u6311\u6218\u800c\u9000\u51fa\u4fc4\u7f57\u65af\u7684\u4ea4\u6613\uff0c\u661f\u5c55\u94f6\u884c\u4ece\u7ade\u4e89\u51cf\u5c11\u4e2d\u53d7\u76ca\uff0c\u83b7\u5f97\u4e86\u66f4\u5927\u7684\u5ba2\u6237\u7fa4\u3002\u661f\u5c55\u94f6\u884c\u8ba1\u5212\u52302027\u5e74\u5c06\u8d22\u5bcc\u7ba1\u7406\u8d39\u7528\u63d0\u9ad8\u4e00\u500d\uff0c\u6b64\u6b21\u56e2\u961f\u6269\u5f20\u5c06\u4f7f\u661f\u5c55\u94f6\u884c\u8d22\u5bcc\u7ba1\u7406\u90e8\u95e8\u66f4\u597d\u5730\u5b9e\u73b0\u5176\u76ee\u6807\uff0c\u589e\u52a0\u5176\u7ba1\u7406\u7684\u8d44\u4ea7\uff0c\u5de9\u56fa\u5176\u5728\u4e0d\u65ad\u6269\u5927\u7684\u4e9a\u6d32\u8d22\u5bcc\u5e02\u573a\u7684\u5730\u4f4d\u3002<br>  <\/li>\n\n\n\n<li><strong>IMDA\u4f19\u4f34\u5173\u7cfb\u3002<\/strong>\u661f\u5c55\u94f6\u884c\u548c\u4fe1\u606f\u901a\u4fe1\u5a92\u4f53\u53d1\u5c55\u7ba1\u7406\u5c40\u542f\u52a8\u4e86Spark GenAI\u8ba1\u5212\uff0c\u4ee5\u9f13\u52b1\u65b0\u52a0\u5761\u7684\u4e2d\u5c0f\u4f01\u4e1a\u91c7\u7528\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u89e3\u51b3\u65b9\u6848\u3002\u76ee\u524d\u53ea\u67094.2%\u7684\u4e2d\u5c0f\u4f01\u4e1a\u5728\u4f7f\u7528\u4eba\u5de5\u667a\u80fd\uff0c\u8be5\u8ba1\u5212\u7684\u76ee\u6807\u662f\u5728\u4e24\u5e74\u5185\u5438\u5f155\u4e07\u5bb6\u4f01\u4e1a\uff0c\u6307\u5bfc\u5c06\u65b0\u4e00\u4ee3\u4eba\u5de5\u667a\u80fd\u6574\u5408\u5230\u5ba2\u6237\u53c2\u4e0e\u548c\u8425\u9500\u7b49\u8fd0\u8425\u4e2d\u3002Spark GenAI\u5c06\u63d0\u4f9b\u5728\u7ebf\u8d44\u6e90\u3001\u5b63\u5ea6\u7814\u8ba8\u4f1a\u3001\u91cf\u8eab\u5b9a\u5236\u7684\u89e3\u51b3\u65b9\u6848\u5efa\u8bae\uff0c\u5e76\u83b7\u5f97IMDA\u548cEnterpriseSG\u7684\u8d44\u52a9\u3002\u5b83\u8fd8\u5c06\u901a\u8fc7\u7f51\u7edc\u4fdd\u9669\u548c\u7f51\u7edc\u5065\u5eb7\u8bfe\u7a0b\u589e\u5f3a\u6570\u5b57\u5f39\u6027\u3002\u9884\u8ba1\u52302024\u5e74\uff0c\u4e1c\u5357\u4e9a\u7684\u6570\u5b57\u7ecf\u6d4e\u89c4\u6a21\u5c06\u8fbe\u52303520\u4ebf\u65b0\u5143\uff0c\u661f\u5c55\u94f6\u884c\u5f3a\u8c03\u4e86\u521b\u65b0\u5bf9\u4e2d\u5c0f\u4f01\u4e1a\u4fdd\u6301\u7ade\u4e89\u529b\u7684\u91cd\u8981\u6027\u3002\u901a\u8fc7\u8fd9\u4e9b\u5148\u8fdb\u7684\u6280\u672f\u89e3\u51b3\u65b9\u6848\uff0c\u661f\u5c55\u94f6\u884c\u5c06\u5e2e\u52a9\u63a8\u52a8\u4e2d\u5c0f\u4f01\u4e1a\u7684\u53d1\u5c55\uff0c\u5e76\u5de9\u56fa\u4e0e\u8fd9\u4e00\u5173\u952e\u5ba2\u6237\u7fa4\u4f53\u7684\u5173\u7cfb\u3002<br>  <\/li>\n\n\n\n<li><strong>24\u8d22\u5e74\u4e09\u5b63\u4e1a\u7ee9\u66f4\u65b0\u3002<\/strong>\u7b2c\u4e09\u5b63\u5ea6\u603b\u6536\u5165\u589e\u957f11%\uff0c\u8fbe\u523057.5\u4ebf\u65b0\u5143\uff0c\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f15%\uff0c\u9996\u6b21\u8d85\u8fc730\u4ebf\u65b0\u5143\u3002\u661f\u5c55\u94f6\u884c\u5ba3\u5e03\u4e86\u4e00\u9879\u65b0\u768430\u4ebf\u65b0\u5143\u80a1\u7968\u56de\u8d2d\u8ba1\u5212\uff0c\u5e76\u5ba3\u5e03\u7b2c\u4e09\u5b63\u5ea6\u80a1\u606f\u4e3a\u6bcf\u80a10.54\u65b0\u5143\u3002<br>  <\/li>\n\n\n\n<li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><br>    <img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-57667\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-blue-and-white-rectangular-box-with-white-text-21.png\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-blue-and-white-rectangular-box-with-white-text-21.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-blue-and-white-rectangular-box-with-white-text-21-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1556\" height=\"597\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-on-a-white-background-description-automat-20.jpeg\" alt=\"A graph on a white background\n\nDescription automatically generated\" class=\"wp-image-57668\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-on-a-white-background-description-automat-20.jpeg 1556w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-on-a-white-background-description-automat-20-300x115.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-on-a-white-background-description-automat-20-1024x393.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-on-a-white-background-description-automat-20-768x295.jpeg 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-on-a-white-background-description-automat-20-1536x589.jpeg 1536w\" sizes=\"(max-width: 1556px) 100vw, 1556px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-13.png\" class=\"wp-image-57669\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-13.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-13-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-57622-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-14.png\" class=\"wp-image-57670\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-14.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-14-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-57622-_34eo5yf8y7pj\"><\/a><strong>\u533b\u6e21\u79d1\u6280(2158 HK)\uff1a\u533b\u7597\u4fdd\u5065\u4e2d\u7684\u4eba\u5de5\u667a\u80fd<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u91cd\u7533\u4e70\u5165\u6b62\u635f\uff1a\u4e70\u5165\u4ef7\uff1a5.40\uff0c\u76ee\u6807\u4ef7\uff1a6.40\uff0c\u6b62\u635f\u4ef7\uff1a4.90<\/strong><br>  <\/li>\n\n\n\n<li>\u533b\u6e21\u79d1\u6280\u80a1\u4efd\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e2d\u56fd\u6295\u8d44\u63a7\u80a1\u516c\u53f8\uff0c\u4e3b\u8981\u63d0\u4f9b\u533b\u7597\u5927\u6570\u636e\u89e3\u51b3\u65b9\u6848\u3002\u516c\u53f8\u901a\u8fc7\u4e09\u4e2a\u90e8\u95e8\u8fd0\u8425\u3002\u5927\u6570\u636e\u5e73\u53f0\u53ca\u89e3\u51b3\u65b9\u6848\u677f\u5757\u4e3b\u8981\u7531\u5927\u6570\u636e\u5e73\u53f0\u4ea7\u54c1\u548c\u5176\u4ed6\u5ba2\u6237\u89e3\u51b3\u65b9\u6848\u7ec4\u6210\u3002\u751f\u547d\u79d1\u5b66\u89e3\u51b3\u65b9\u6848\u90e8\u95e8\u8d1f\u8d23\u4e3a\u5236\u836f\u3001\u751f\u7269\u6280\u672f\u548c\u533b\u7597\u8bbe\u5907\u516c\u53f8\u53ca\u5176\u4ed6\u516c\u53f8\u63d0\u4f9b\u5206\u6790\u9a71\u52a8\u7684\u4e34\u5e8a\u5f00\u53d1\u3001\u57fa\u4e8e\u73b0\u5b9e\u4e16\u754c\u8bc1\u636e\uff08RWE\uff09\u7684\u7814\u7a76\u548c\u6570\u5b57\u5546\u4e1a\u5316\u89e3\u51b3\u65b9\u6848\u3002\u5065\u5eb7\u7ba1\u7406\u5e73\u53f0\u548c\u89e3\u51b3\u65b9\u6848\u90e8\u95e8\u4e3b\u8981\u7ecf\u8425\u7814\u7a76\u9a71\u52a8\u7684\u4e2a\u4eba\u5065\u5eb7\u7ba1\u7406\u5e73\u53f0\uff0c\u5e76\u4e3a\u4fdd\u9669\u516c\u53f8\u548c\u673a\u6784\u63d0\u4f9b\u4fdd\u9669\u6280\u672f\u548c\u75be\u75c5\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u3002\u516c\u53f8\u7684\u4e3b\u8981\u6570\u636e\u667a\u80fd\u57fa\u7840\u8bbe\u65bd\u662fYiduCore\u3002<br>  <\/li>\n\n\n\n<li><strong>\u8f6e\u52a8\u5230AI\u5e94\u7528\u7a0b\u5e8f\u3002<\/strong>\u7ee7\u57fa\u7840\u8bbe\u65bd\uff08\u82af\u7247\u3001\u6570\u636e\u4e2d\u5fc3\u548c\u7535\u529b\uff09\u4e4b\u540e\uff0c\u4eba\u5de5\u667a\u80fd\u6295\u8d44\u4e3b\u9898\u6b63\u5728\u8fdb\u5165\u53e6\u4e00\u4e2a\u9886\u57df\u2014\u2014\u5e94\u7528\u9886\u57df\u3002\u7531\u4e8e\u91c7\u7528\u4e86\u4eba\u5de5\u667a\u80fd\u6280\u672f\uff0c\u7279\u522b\u662f\u5728\u6570\u636e\u5206\u6790\u4e2d\u4f7f\u7528\u5927\u578b\u8bed\u8a00\u6a21\u578b\uff0c\u8f6f\u4ef6\u5373\u670d\u52a1\uff08SaaS\uff09\u90e8\u95e8\u5df2\u7ecf\u5f00\u59cb\u770b\u5230\u4e1a\u52a1\u5f00\u53d1\u3001\u8fd0\u8425\u548c\u76c8\u5229\u80fd\u529b\u65b9\u9762\u7684\u4e00\u4e9b\u6539\u5584\u3002\u57282025\u5e74\uff0cSaaS\u5c06\u662f\u4e00\u4e2a\u5177\u6709\u524d\u666f\u7684\u5173\u952e\u4e3b\u9898\u4e4b\u4e00\u3002<br>  <\/li>\n\n\n\n<li><strong>AI +\u533b\u7597\u4fdd\u5065\u3002<\/strong>\u622a\u81f32024\u5e749\u6708\uff0c\u516c\u53f8\u4e3a\u56fd\u5185105\u5bb6\u4e00\u7ebf\u533b\u9662\u548c40\u5bb6\u76d1\u7ba1\u673a\u6784\u548c\u653f\u7b56\u5236\u5b9a\u8005\u63d0\u4f9b\u89e3\u51b3\u65b9\u6848\uff0c\u8986\u76d62800\u591a\u5bb6\u533b\u9662\u3002\u516c\u53f8\u63a8\u51fa\u201c\u5927\u6570\u636e+\u5927\u8bed\u8a00\u6a21\u578b\u201d\u53cc\u4e2d\u95f4\u4ef6\u89e3\u51b3\u65b9\u6848\uff0c\u9762\u5411\u79d1\u7814\u548c\u4e34\u5e8a\u7814\u7a76\u3002\u5927\u7ea650%\u7684\u7814\u53d1\u652f\u51fa\u5206\u914d\u7ed9AI\u5927\u6a21\u578b\uff0c\u91cd\u70b9\u8bad\u7ec370B\u4e2a\u53c2\u6570\u6a21\u578b\u3002<br>  <\/li>\n\n\n\n<li><strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u3002<\/strong>\u533b\u6e21\u79d1\u6280\u7684\u6536\u5165\u540c\u6bd4\u4e0b\u964d7.6%\uff0c\u753123\u5e74\u4e0a\u534a\u5e74\u76843.565\u4ebf\u5143\u4eba\u6c11\u5e01\u4e0b\u964d\u81f324\u5e74\u4e0a\u534a\u5e74\u76843.294\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u4e3b\u8981\u539f\u56e0\u662f\u751f\u547d\u79d1\u5b66\u89e3\u51b3\u65b9\u6848\u90e8\u95e8\u548c\u5065\u5eb7\u7ba1\u7406\u5e73\u53f0\u53ca\u89e3\u51b3\u65b9\u6848\u90e8\u95e8\u7684\u6536\u5165\u4e0b\u964d\u3002\u603b\u4f53\u800c\u8a00\uff0c\u7531\u4e8e\u9500\u552e\u6210\u672c\u548c\u5176\u4ed6\u8d39\u7528\u7684\u4e0b\u964d\uff0c\u516c\u53f8\u5f53\u671f\u4e8f\u635f\u540c\u6bd4\u4e0b\u964d29.2%\uff0c\u753123\u5e74\u4e0a\u534a\u5e74\u76847,960\u4e07\u5143\u964d\u81f324\u5e74\u4e0a\u534a\u5e74\u76845,640\u4e07\u5143\u300224\u5e74\u4e0a\u534a\u5e74\u6bcf\u80a1\u57fa\u672c\u4e8f\u635f\u4e0a\u5347\u81f3\u6bcf\u80a1\u4e8f\u635f0.04\u5143\u4eba\u6c11\u5e01\uff0c\u800c23\u5e74\u4e0a\u534a\u5e74\u4e8f\u635f0.07\u5143\u4eba\u6c11\u5e01\u3002<br>  <\/li>\n\n\n\n<li><strong>\u5e02\u573a\u5171\u8bc6<\/strong><br>    <img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-57671\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-blue-and-white-rectangular-box-with-white-text-22.png\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-blue-and-white-rectangular-box-with-white-text-22.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-blue-and-white-rectangular-box-with-white-text-22-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1556\" height=\"597\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-on-a-white-background-description-automat-21.jpeg\" alt=\"A graph on a white background\n\nDescription automatically generated\" class=\"wp-image-57672\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-on-a-white-background-description-automat-21.jpeg 1556w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-on-a-white-background-description-automat-21-300x115.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-on-a-white-background-description-automat-21-1024x393.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-on-a-white-background-description-automat-21-768x295.jpeg 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-on-a-white-background-description-automat-21-1536x589.jpeg 1536w\" sizes=\"(max-width: 1556px) 100vw, 1556px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-17.png\" class=\"wp-image-57673\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-17.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-17-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u91d1\u98ce\u79d1\u6280(2208 HK)\uff1a\u523a\u6fc0\u53ef\u518d\u751f\u80fd\u6e90\u6295\u8d44<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a7.0\uff0c\u76ee\u6807\u4ef7\uff1a8.0\uff0c\u6b62\u635f\u4ef7\uff1a6.5<\/strong><br>  <\/li>\n\n\n\n<li>\u91d1\u98ce\u79d1\u6280\u80a1\u4efd\u6709\u9650\u516c\u53f8\uff08\u539f\u540d\uff1a\u65b0\u7586\u91d1\u98ce\u79d1\u6280\u80a1\u4efd\u6709\u9650\u516c\u53f8\uff09\u662f\u4e00\u5bb6\u63d0\u4f9b\u98ce\u673a\u3001\u98ce\u7535\u670d\u52a1\u53ca\u98ce\u7535\u573a\u5f00\u53d1\u7684\u6574\u4f53\u89e3\u51b3\u65b9\u6848\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u56db\u4e2a\u90e8\u95e8\u5f00\u5c55\u4e1a\u52a1\u3002\u98ce\u673a\u5236\u9020\u4e0e\u9500\u552e\u90e8\u95e8\u4e3b\u8981\u4ece\u4e8b\u98ce\u529b\u53d1\u7535\u673a\u7ec4\u53ca\u5176\u96f6\u90e8\u4ef6\u7684\u7814\u53d1\u3001\u5236\u9020\u53ca\u9500\u552e\u4e1a\u52a1\u3002\u98ce\u7535\u670d\u52a1\u90e8\u95e8\u4e3b\u8981\u63d0\u4f9b\u98ce\u7535\u76f8\u5173\u7684\u987e\u95ee\u3001\u98ce\u7535\u573a\u5efa\u8bbe\u7ef4\u62a4\u548c\u8fd0\u8f93\u670d\u52a1\u3002\u98ce\u7535\u573a\u5f00\u53d1\u90e8\u95e8\u4e3b\u8981\u4ece\u4e8b\u98ce\u7535\u573a\u5f00\u53d1\u548c\u8fd0\u8425\u4e1a\u52a1\u3002\u5176\u4ed6\u90e8\u95e8\u4e3b\u8981\u4ece\u4e8b\u878d\u8d44\u79df\u8d41\u53ca\u6c34\u5904\u7406\u5f00\u53d1\u548c\u8fd0\u8425\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u5728\u4e2d\u56fd\u56fd\u5185\u548c\u6d77\u5916\u5e02\u573a\u5f00\u5c55\u4e1a\u52a1\u3002<br>  <\/li>\n\n\n\n<li><strong>\u65b0\u7684\u53ef\u518d\u751f\u80fd\u6e90\u6d88\u8d39\u57fa\u51c6\u3002<\/strong>\u4e2d\u56fd\u56fd\u5bb6\u53d1\u5c55\u548c\u6539\u9769\u59d4\u5458\u4f1a(NDRC)\u548c\u56fd\u5bb6\u80fd\u6e90\u5c40(NEA)\u8054\u5408\u53d1\u5e03\u4e862024\u5e74\u548c2025\u5e74\u5404\u7701\u53ef\u518d\u751f\u80fd\u6e90\u53d1\u7535\u6bd4\u4f8b\u7684\u6700\u65b0\u8981\u6c42\u3002\u8fd9\u4e9b\u8981\u6c42\u662f\u4e2d\u56fd\u53ef\u518d\u751f\u80fd\u6e90\u6d88\u8d39\u4fdd\u969c\u673a\u5236\u7684\u4e00\u90e8\u5206\uff0c\u8981\u6c42\u51e0\u4e2a\u7701\u4efd\u5927\u5e45\u63d0\u9ad8\u53ef\u518d\u751f\u80fd\u6e90\u7684\u6bd4\u4f8b\u3002\u8be5\u6587\u4ef6\u8fd8\u6982\u8ff0\u4e862025\u5e74\u53ef\u518d\u751f\u80fd\u6e90\u6d88\u8d39\u7684\u6682\u5b9a\u76ee\u6807\u3002\u76ee\u524d\u7684\u6570\u636e\u663e\u793a\uff0c2023\u5e74\u81f32024\u5e74\u95f4\uff0c\u67096\u4e2a\u7701\u4efd\u7684\u53ef\u518d\u751f\u80fd\u6e90\u6d88\u8d39\u589e\u957f\u8d85\u8fc76\u4e2a\u767e\u5206\u70b9\u3002\u4e2d\u56fd\u4ecd\u5728\u7a33\u6b65\u5b9e\u73b0\u5176\u53ef\u518d\u751f\u80fd\u6e90\u76ee\u6807\uff0c\u76ee\u6807\u662f\u52302030\u5e74\uff0c\u5305\u62ec\u6c34\u7535\u5728\u5185\u7684\u53ef\u518d\u751f\u80fd\u6e90\u5360\u5168\u56fd\u80fd\u6e90\u6d88\u8d39\u603b\u91cf\u768440%\u3002\u8fd9\u4e00\u57fa\u51c6\u4e5f\u53ef\u80fd\u523a\u6fc0\u5bf9\u53ef\u518d\u751f\u80fd\u6e90\u7684\u66f4\u591a\u6295\u8d44\u3002<br>  <\/li>\n\n\n\n<li><strong>\u589e\u52a0\u4e2d\u56fd\u53ef\u518d\u751f\u80fd\u6e90\u7684\u4f7f\u7528\u3002<\/strong>\u4e2d\u56fd\u53ef\u518d\u751f\u80fd\u6e90\u5229\u7528\u7387\u5df2\u8fbe\u5230\u6216\u8d85\u8fc7\u56fd\u9645\u5148\u8fdb\u6c34\u5e73\uff0c\u53ef\u6301\u7eed\u80fd\u6e90\u5efa\u8bbe\u53d6\u5f97\u957f\u8db3\u8fdb\u5c55\u3002\u53ef\u518d\u751f\u80fd\u6e90\u5229\u7528\u52bf\u5934\u5f3a\u52b2\uff0c\u5229\u7528\u7387\u8fbe97.6%\uff0c\u81ea2018\u5e74\u4ee5\u6765\u8fde\u7eed6\u5e74\u8d85\u8fc795%\u3002\u53bb\u5e74\uff0c\u53ef\u518d\u751f\u80fd\u6e90\u65b0\u589e\u88c5\u673a\u5bb9\u91cf\u8fbe\u52302.9\u4ebf\u5343\u74e6\uff0c\u662f2022\u5e74\u76842.4\u500d\uff0c\u5360\u5168\u56fd\u65b0\u589e\u53d1\u7535\u603b\u91cf\u768479%\uff0c\u6210\u4e3a\u65b0\u589e\u53d1\u7535\u7684\u4e3b\u8981\u6765\u6e90\u3002\u4ea7\u80fd\u7684\u6fc0\u589e\u523a\u6fc0\u4e86\u5168\u56fd\u8303\u56f4\u5185\u5bf9\u592a\u9633\u80fd\u3001\u98ce\u80fd\u548c\u6c34\u7535\u9879\u76ee\u7684\u5927\u91cf\u6295\u8d44\u3002\u8fd9\u4e9b\u52aa\u529b\u662f\u4e2d\u56fd\u57282030\u5e74\u4e4b\u524d\u8fbe\u5230\u78b3\u6392\u653e\u5cf0\u503c\u3001\u57282060\u5e74\u4e4b\u524d\u5b9e\u73b0\u78b3\u4e2d\u548c\u7684\u66f4\u5e7f\u6cdb\u6218\u7565\u7684\u4e00\u90e8\u5206\u3002\u6b64\u5916\uff0c\u4e2d\u56fd\u56fd\u5bb6\u80fd\u6e90\u5c40\u6700\u8fd1\u8fd8\u62a5\u544a\u79f0\uff0c2024\u5e74\u4e0a\u534a\u5e74\u9881\u53d1\u4e864.86\u4ebf\u5f20\u7eff\u8272\u7535\u529b\u8bc1\u4e66\uff0c\u6bd4\u53bb\u5e74\u540c\u671f\u589e\u957f\u4e8613\u500d\uff0c\u8fdb\u4e00\u6b65\u6807\u5fd7\u7740\u7535\u529b\u884c\u4e1a\u8131\u78b3\u548c\u6539\u9769\u53d6\u5f97\u4e86\u8fdb\u5c55\u3002\u91d1\u98ce\u79d1\u6280\u53ef\u80fd\u4f1a\u4ece\u53ef\u518d\u751f\u80fd\u6e90\u6295\u8d44\u548c\u652f\u51fa\u7684\u589e\u52a0\u4e2d\u53d7\u76ca\u3002<br>  <\/li>\n\n\n\n<li><strong>\u6269\u5927\u4e1a\u52a1\u3002<\/strong>\u91d1\u98ce\u79d1\u6280\u5728\u5df4\u897f\u6b63\u5f0f\u5f00\u8bbe\u4e86\u7b2c\u4e00\u5bb6\u6d77\u5916\u98ce\u529b\u53d1\u7535\u673a\u5236\u9020\u5382\u3002\u8be5\u8bbe\u65bd\u5df2\u5f00\u59cb\u751f\u4ea7\uff0c\u6bcf\u5e74\u53ef\u751f\u4ea7\u591a\u8fbe150\u53f0\u6da1\u8f6e\u673a\u3002\u8be5\u6295\u8d44\u4ef7\u503c\u7ea61,820\u4e07\u7f8e\u5143\uff0c\u65e8\u5728\u52a0\u5f3a\u5f53\u5730\u4f9b\u5e94\u94fe\u5e76\u5229\u7528\u8be5\u5730\u533a\u4e30\u5bcc\u7684\u98ce\u80fd\u8d44\u6e90\u3002\u867d\u7136\u8be5\u5de5\u5382\u5c06\u4e3b\u8981\u670d\u52a1\u4e8e\u5df4\u897f\u5e02\u573a\uff0c\u4f46\u5b83\u4e5f\u5b9a\u4f4d\u4e8e\u901a\u8fc7\u5df4\u4f0a\u4e9a\u6e2f\u5411\u5357\u7f8e\u5404\u5730\u51fa\u53e3\u8bbe\u5907\u3002\u6709\u4e86\u8fd9\u4e2a\u65b0\u8bbe\u65bd\uff0c\u91d1\u98ce\u79d1\u6280\u9884\u8ba1\u5c06\u5728\u5df4\u897f\u98ce\u529b\u6da1\u8f6e\u673a\u5e02\u573a\u5360\u636e24%\u81f330%\u7684\u4efd\u989d\u3002<br>  <\/li>\n\n\n\n<li><strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u5ea6\u4e1a\u7ee9\u3002<\/strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u516c\u53f8\u6536\u5165\u4e3a189\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u540c\u6bd4\u589e\u957f6.53%\uff0c\u81f3201\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u516c\u53f8\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f6.74%\uff0c\u81f314.4\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e3a13.5\u4ebf\u5143\u4eba\u6c11\u5e01\u300224\u8d22\u5e74\u4e0a\u534a\u5e74\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4e3a0.32\u5143\uff0c\u800c23\u5e74\u540c\u671f\u4e3a0.28\u5143\u3002<br>  <\/li>\n\n\n\n<li><strong>\u5e02\u573a\u5171\u8bc6<\/strong><br>    <img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-57674\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-blue-and-white-rectangular-box-with-white-text-23.png\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-blue-and-white-rectangular-box-with-white-text-23.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-blue-and-white-rectangular-box-with-white-text-23-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1556\" height=\"597\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-of-stock-market-description-automatically-5.jpeg\" alt=\"A graph of stock market\n\nDescription automatically generated\" class=\"wp-image-57675\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-of-stock-market-description-automatically-5.jpeg 1556w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-of-stock-market-description-automatically-5-300x115.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-of-stock-market-description-automatically-5-1024x393.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-of-stock-market-description-automatically-5-768x295.jpeg 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-of-stock-market-description-automatically-5-1536x589.jpeg 1536w\" sizes=\"(max-width: 1556px) 100vw, 1556px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-20.png\" alt=\"\" class=\"wp-image-57676\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-20.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-20-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-57622-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-21.png\" class=\"wp-image-57677\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-21.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-21-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-21-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u8c46\u82bd\u519c\u592b\u5e02\u573a (SFM US)\uff1a\u5438\u5f15\u6ce8\u91cd\u5065\u5eb7\u7684\u6d88\u8d39\u8005<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a150\uff0c\u76ee\u6807\u4ef7\uff1a170\uff0c\u6b62\u635f\u4ef7\uff1a140<\/strong><br>  <\/li>\n\n\n\n<li>\u8c46\u82bd\u519c\u592b\u5e02\u573a\u53ca\u5176\u5b50\u516c\u53f8\u4ee5Sprouts\u54c1\u724c\u5728\u7f8e\u56fd\u96f6\u552e\u65b0\u9c9c\u3001\u5929\u7136\u548c\u6709\u673a\u98df\u54c1\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u6613\u8150\u4ea7\u54c1\u7c7b\u522b\uff0c\u5305\u62ec\u65b0\u9c9c\u519c\u4ea7\u54c1\u3001\u8089\u7c7b\u53ca\u8089\u7c7b\u66ff\u4ee3\u54c1\u3001\u6d77\u9c9c\u3001\u719f\u98df\u3001\u70d8\u7119\u98df\u54c1\u3001\u82b1\u5349\uff0c\u4ee5\u53ca\u4e73\u5236\u54c1\u4e0e\u4e73\u5236\u54c1\u66ff\u4ee3\u54c1\uff1b\u8fd8\u63d0\u4f9b\u975e\u6613\u8150\u4ea7\u54c1\u7c7b\u522b\uff0c\u5982\u6742\u8d27\u3001\u7ef4\u751f\u7d20\u4e0e\u8865\u5145\u5242\u3001\u6563\u88c5\u5546\u54c1\u3001\u51b7\u51bb\u98df\u54c1\u3001\u5564\u9152\u4e0e\u8461\u8404\u9152\uff0c\u4ee5\u53ca\u5929\u7136\u5065\u5eb7\u548c\u8eab\u4f53\u62a4\u7406\u4ea7\u54c1\u3002<br>  <\/li>\n\n\n\n<li><strong>\u4e2d\u9ad8\u7aef\u6d88\u8d39\u8005\u6ce8\u91cd\u98df\u54c1\u54c1\u8d28\u3002<\/strong>\u9ad8\u901a\u80c0\u53ca\u9ad8\u5229\u606f\u73af\u5883\u5e76\u6ca1\u6709\u5f71\u54cd\u7f8e\u56fd\u4e2d\u9ad8\u7aef\u6d88\u8d39\u8005\u7684\u603b\u4f53\u6d88\u8d39\u652f\u51fa\uff0c\u4f46\u6d88\u8d39\u4e60\u60ef\u5374\u6709\u6240\u6539\u53d8\u3002\u65b0\u51a0\u75ab\u60c5\u4ee4\u6d88\u8d39\u8005\u66f4\u4e3a\u6ce8\u91cd\u98df\u54c1\u5b89\u5168\u53ca\u8d28\u91cf\u3002\u8fd1\u5e74\u6765\u5728\u7f8e\u56fd\u6709\u673a\u98df\u54c1\u9700\u6c42\u7a33\u6b65\u4e0a\u5347\u3002\u56e0\u80a1\u7968\u5e02\u573a\u4e0a\u6da8\u6240\u5e26\u6765\u7684\u8d22\u5bcc\u6548\u5e94\uff0c\u4e2d\u9ad8\u7aef\u6d88\u8d39\u7fa4\u4f53\u5728\u4ef7\u683c\u66f4\u8d35\u7684\u6709\u673a\u98df\u54c1\u652f\u51fa\u589e\u52a0\u3002<br>  <\/li>\n\n\n\n<li><strong>\u5feb\u901f\u589e\u957f\u3002<\/strong>\u622a\u6b6224\u5e74\u7b2c\u4e09\u5b63\u516c\u53f8\u4e00\u5171\u6709428\u95f4\u5e97\uff0c\u5e76\u8ba1\u5212\u672a\u6765\u4ee5\u6bcf\u5e7410%\u589e\u901f\u6765\u5f00\u5f20\u65b0\u5e97\u3002\u53ef\u5bf9\u6bd4\u5e97\u94fa\u9500\u552e\u540c\u6bd4\u589e\u957f8.4%\u3002\u540c\u65f6\uff0c\u6bdb\u5229\u6da6\u7387\u5728\u7b2c\u4e09\u5b63\u521b\u5386\u53f2\u65b0\u9ad8\u8fbe38.1%\u3002\u5728\u7ebf\u9500\u552e\u540c\u6bd4\u589e\u957f36%\uff0c\u5360\u603b\u4f53\u9500\u552e14.5%\u3002<br>  <\/li>\n\n\n\n<li><strong>24\u8d22\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u3002<\/strong>\u8425\u6536\u8fbe\u523019\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u5e4511.8%\uff0c\u8d85\u51fa\u5e02\u573a\u9884\u671f2,000\u4e07\u7f8e\u5143\u3002 Non-GAAP\u6bcf\u80a1\u76c8\u5229\u4e3a0.91\u7f8e\u5143\uff0c\u8d85\u9884\u671f0.14\u7f8e\u5143\u3002\u516c\u53f8\u7b2c\u56db\u5b63\u6307\u5f15\u4e3a\u51c0\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f\u7ea612%\uff1b\u53ef\u5bf9\u6bd4\u5e97\u94fa\u9500\u552e\u540c\u6bd4\u589e\u957f8%\u81f310%\uff1b\u8c03\u6574\u540e\u644a\u8584\u6bcf\u80a1\u6536\u76ca\u4e3a0.67\u81f30.71\u7f8e\u5143\u533a\u95f4\uff0c\u5e02\u573a\u9884\u671f\u4e3a0.58\u7f8e\u5143\u3002<br>  <\/li>\n\n\n\n<li><strong>\u5e02\u573a\u5171\u8bc6<\/strong><br>  <\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-blue-and-white-rectangular-object-with-numbers-12.png\" alt=\"A blue and white rectangular object with numbers\n\nDescription automatically generated\" class=\"wp-image-57679\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-blue-and-white-rectangular-object-with-numbers-12.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-blue-and-white-rectangular-object-with-numbers-12-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1556\" height=\"597\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-on-a-white-background-description-automat-22.jpeg\" alt=\"A graph on a white background\n\nDescription automatically generated\" class=\"wp-image-57680\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-on-a-white-background-description-automat-22.jpeg 1556w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-on-a-white-background-description-automat-22-300x115.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-on-a-white-background-description-automat-22-1024x393.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-on-a-white-background-description-automat-22-768x295.jpeg 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-on-a-white-background-description-automat-22-1536x589.jpeg 1536w\" sizes=\"(max-width: 1556px) 100vw, 1556px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" alt=\"A long line of a flag\n\nDescription automatically generated with medium confidence\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-long-line-of-a-flag-description-automatically-g-9.png\" class=\"wp-image-57681\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-long-line-of-a-flag-description-automatically-g-9.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-long-line-of-a-flag-description-automatically-g-9-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-long-line-of-a-flag-description-automatically-g-9-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Tapestry Inc (TRP US)\uff1a\u5177\u6709\u4f18\u60e0\u6298\u6263\u7684\u9500\u552e<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a60\uff0c\u76ee\u6807\u4ef7\uff1a68\uff0c\u6b62\u635f\u4ef7\uff1a56<\/strong><br>  <\/li>\n\n\n\n<li>Tapestry, Inc.\u8bbe\u8ba1\u548c\u9500\u552e\u670d\u88c5\u548c\u914d\u9970\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u624b\u888b\u3001\u76ae\u9769\u5236\u54c1\u3001\u978b\u7c7b\u3001\u9999\u6c34\u3001\u73e0\u5b9d\u3001\u5916\u8863\u3001\u6210\u8863\u3001\u56f4\u5dfe\u3001\u592a\u9633\u955c\u3001\u65c5\u884c\u914d\u4ef6\u548c\u624b\u8868\u3002Tapestry\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002<br>  <\/li>\n\n\n\n<li><strong>\u8d2d\u4e70\u6253\u6298\u5546\u54c1\u3002<\/strong>\u6839\u636e\u7f8e\u56fd\u5168\u56fd\u96f6\u552e\u8054\u5408\u4f1a\uff08NRF\uff09\u7684\u6570\u636e\uff0c\u611f\u6069\u8282\u5047\u671f\u8d2d\u7269\u5468\u672b\u7684\u6d88\u8d39\u8005\u6d3b\u52a8\u5f3a\u52b2\uff0c\u4ece\u611f\u6069\u8282\u5230\u7f51\u7edc\u661f\u671f\u4e00\u5171\u67091.97\u4ebf\u4eba\u8d2d\u7269\uff0c\u7565\u4f4e\u4e8e2023\u5e74\u521b\u4e0b\u76842\u4ebf\u4eba\u7684\u7eaa\u5f55\uff0c\u4f46\u8d85\u8fc7\u4e86NRF\u9884\u671f\u76841.83\u4ebf\u4eba\u3002\u6d88\u8d39\u8005\u7684\u603b\u4f53\u652f\u51fa\u589e\u52a0\u4e86\uff0c\u5728\u6298\u6263\u548c\u4f18\u60e0\u7684\u63a8\u52a8\u4e0b\uff0c\u9ed1\u8272\u661f\u671f\u4e94\u7684\u5728\u7ebf\u652f\u51fa\u589e\u957f\u4e86\u8fd115%\uff0c\u603b\u9500\u552e\u989d\u589e\u957f\u4e863.4%\u3002\u5e97\u5185\u5ba2\u6d41\u91cf\u6e29\u548c\u589e\u957f0.7%\u3002NRF\u62a5\u544a\u79f0\uff0c\u4eca\u5e74\u6d88\u8d39\u8005\u7684\u5e73\u5747\u652f\u51fa\u4e3a235\u7f8e\u5143\uff0c\u6bd4\u53bb\u5e74\u589e\u52a0\u4e868\u7f8e\u5143\uff0c\u4e3b\u8981\u7528\u4e8e\u670d\u88c5\u548c\u914d\u9970\u3002\u96f6\u552e\u5546\u6307\u51fa\uff0c\u7531\u4e8e\u901a\u8d27\u81a8\u80c0\uff0c\u6d88\u8d39\u8005\u6709\u9009\u62e9\u6027\uff0c\u4ed6\u4eec\u5173\u6ce8\u7684\u662f\u4ef7\u503c\u548c\u65e9\u671f\u7684\u4fc3\u9500\u6d3b\u52a8\u3002\u9ed1\u8272\u661f\u671f\u4e94\u4ecd\u7136\u662f\u5b9e\u4f53\u5e97\u548c\u7f51\u4e0a\u8d2d\u7269\u7684\u9ad8\u5cf0\u3002NRF\u9884\u8ba1\u4eca\u5e74\u5047\u65e5\u9500\u552e\u5c06\u589e\u957f3.5%\uff0c\u6bd4\u8fd1\u5e74\u6765\u6162\uff0c\u4f46\u4e0e\u75ab\u60c5\u524d\u7684\u8d8b\u52bf\u4e00\u81f4\u3002\u96f6\u552e\u4e1a\u9ad8\u7ba1\u79f0\uff0c\u6d88\u8d39\u8005\u6b63\u53d8\u5f97\u66f4\u52a0\u8db3\u667a\u591a\u8c0b\uff0c\u63d0\u524d\u7684\u5047\u65e5\u4f18\u60e0\u548c\u7cbe\u6253\u7ec6\u7b97\u7684\u884c\u4e3a\u5851\u9020\u4e86\u6d88\u8d39\u6a21\u5f0f\u3002Tapestry\u516c\u53f8\u5904\u4e8e\u6709\u5229\u5730\u4f4d\uff0c\u53ef\u4ee5\u4ece\u8282\u65e5\u671f\u95f4\u6d88\u8d39\u8005\u5bf9\u6298\u6263\u7684\u9700\u6c42\u589e\u52a0\u4e2d\u83b7\u76ca\u3002\u7531\u4e8e\u6d88\u8d39\u8005\u4f18\u5148\u8003\u8651\u4ef7\u503c\uff0c\u8be5\u516c\u53f8\u7684\u4fc3\u9500\u6d3b\u52a8\u548c\u6709\u7ade\u4e89\u529b\u7684\u4ef7\u683c\u53ef\u80fd\u4f1a\u63a8\u52a8\u5f3a\u52b2\u7684\u9500\u552e\uff0c\u5229\u7528\u6d88\u8d39\u8005\u5bf9\u4f18\u60e0\u4ea4\u6613\u7684\u6e34\u671b\u3002<br>  <\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u611f\u6069\u8282\u5468\u672b\u8d2d\u7269\u8d8b\u52bf\uff08\u4ece\u611f\u6069\u8282\u5230\u7f51\u7edc\u661f\u671f\u4e00\u7684\u4e94\u5929\u5047\u671f\uff09<\/strong>\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"862\" height=\"438\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-showing-the-price-of-gifts-description-au-5.png\" alt=\"A graph showing the price of gifts\n\nDescription automatically generated\" class=\"wp-image-57682\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-showing-the-price-of-gifts-description-au-5.png 862w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-showing-the-price-of-gifts-description-au-5-300x152.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-showing-the-price-of-gifts-description-au-5-768x390.png 768w\" sizes=\"(max-width: 862px) 100vw, 862px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: <a href=\"https:\/\/nrf.com\/media-center\/press-releases\/197-million-consumers-shop-over-thanksgiving-holiday-weekend\">National Retail Federation<\/a>)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><br>    \u4f9d\u9760Coach\u7684\u4eba\u6c14\u3002\u5728\u793e\u4ea4\u5a92\u4f53\u548c\u5343\u5e74\u866b\u6000\u65e7\u60c5\u7eea\u7684\u63a8\u52a8\u4e0b\uff0cCoach\u7684\u4eba\u6c14\u518d\u5ea6\u56de\u5347\u3002\u4f5c\u4e3a\u4e00\u4e2a\u66f4\u5b9e\u60e0\u7684\u5962\u4f88\u54c1\u724c\uff0cCoach\u7684\u54c1\u8d28\u548c\u65f6\u5c1a\u8bbe\u8ba1\u5f15\u8d77\u4e86z\u4e16\u4ee3\u548c\u5343\u79a7\u4e00\u4ee3\u6d88\u8d39\u8005\u7684\u5171\u9e23\u3002\u8fd9\u79cd\u589e\u957f\u5728Tapestry Inc.\u7684\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u4e2d\u4f53\u73b0\u5f97\u5f88\u660e\u663e\uff0c\u5176\u4e2dCoach\u63a8\u52a8\u4e86\u624b\u888b\u6536\u5165\u548cAUR\u7684\u589e\u957f\u3002\u8be5\u54c1\u724c\u7684\u6210\u529f\u5f97\u76ca\u4e8e\u5bf9Coach Tabby\u5305\u7684\u5f3a\u52b2\u9700\u6c42\uff0c\u8be5\u5305\u63a8\u52a8\u4e8624\u5e74\u7b2c\u56db\u5b63\u5ea6\u7684\u5168\u4ef7\u9500\u552e\u3002\u5176\u4ed6\u8bbe\u8ba1\uff0c\u6bd4\u5982\u5e03\u9c81\u514b\u6797\u5305\uff0c\u4e5f\u5728\u793e\u4ea4\u5a92\u4f53\u4e0a\u83b7\u5f97\u4e86\u5173\u6ce8\uff0c\u5f88\u5feb\u5c31\u5356\u5149\u4e86\u3002\u540d\u4eba\u4ee3\u8a00\uff0c\u6bd4\u5982\u8d1d\u62c9\u00b7\u54c8\u8fea\u5fb7\uff08Bella Hadid\uff09\u80cc\u7740Coach\u5305\uff0c\u8fdb\u4e00\u6b65\u589e\u5f3a\u4e86\u5b83\u5bf9z\u4e16\u4ee3\u7684\u5438\u5f15\u529b\u3002\u51ed\u501f\u5176\u9488\u5bf9\u6027\u7684\u793e\u4ea4\u5a92\u4f53\u8425\u9500\u548c\u590d\u53e4\u98ce\u683c\u7684\u8bbe\u8ba1\uff0cCoach\u6709\u671b\u5728\u8fd9\u4e2a\u5047\u65e5\u5b63\u4fdd\u6301\u5f3a\u52b2\u7684\u6536\u5165\u548c\u76c8\u5229\u589e\u957f\uff0c\u8fd9\u5c06\u6709\u5229\u4e8eTapestry\u7684\u6536\u5165\u3002<br>  <\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Coach\u7f8e\u56fd\u7f51\u7ad9\u4e0a\u7684\u7545\u9500\u54c1\uff08\u7f8e\u5143\u4ef7\u683c\uff09<\/strong>\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"658\" height=\"1280\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-collage-of-a-purse-and-a-key-chain-description-10.png\" alt=\"A collage of a purse and a key chain\n\nDescription automatically generated\" class=\"wp-image-57683\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-collage-of-a-purse-and-a-key-chain-description-10.png 658w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-collage-of-a-purse-and-a-key-chain-description-10-154x300.png 154w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-collage-of-a-purse-and-a-key-chain-description-10-526x1024.png 526w\" sizes=\"(max-width: 658px) 100vw, 658px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"658\" height=\"1280\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-collage-of-a-purse-and-a-key-chain-description-11.png\" alt=\"A collage of a purse and a key chain\n\nDescription automatically generated\" class=\"wp-image-57684\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-collage-of-a-purse-and-a-key-chain-description-11.png 658w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-collage-of-a-purse-and-a-key-chain-description-11-154x300.png 154w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-collage-of-a-purse-and-a-key-chain-description-11-526x1024.png 526w\" sizes=\"(max-width: 658px) 100vw, 658px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Coach)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>25\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u3002<\/strong>\u8425\u653615.1\u4ebf\u7f8e\u5143\uff0c\u4e0e\u4e0a\u5e74\u540c\u671f\u6301\u5e73\uff0c\u8d85\u51fa\u5e02\u573a\u9884\u671f4,000\u4e07\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a1.02\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.07\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u5c0625\u8d22\u5e74\u6536\u5165\u9884\u671f\u4e0a\u8c03\u81f367.5\u4ebf\u7f8e\u5143\u4ee5\u4e0a\uff0c\u540c\u6bd4\u589e\u957f\u7ea61%\u81f32%\uff0c\u7565\u9ad8\u4e8e\u5206\u6790\u5e08\u9884\u671f\u768467.06\u4ebf\u7f8e\u5143\u3002\u6b64\u524d\u9884\u6d4b\u7684\u540c\u6bd4\u589e\u957f\u7ea61%\u3002\u7ecf\u8c03\u6574\u540e\uff0cTapestry\u76ee\u524d\u9884\u8ba1\u6bcf\u80a1\u6536\u76ca\u4e3a4.50\u7f8e\u5143\u81f34.55\u7f8e\u5143\uff0c\u9ad8\u4e8e\u6b64\u524d\u6bcf\u80a14.45\u7f8e\u5143\u81f34.50\u7f8e\u5143\u7684\u9884\u671f\uff0c\u9ad8\u4e8e\u5206\u6790\u5e08\u9884\u671f\u76844.49\u7f8e\u5143\u3002\u5bf9\u4e8e\u7b2c\u4e00\u5b63\u5ea6\uff0c\u8be5\u516c\u53f8\u5ba3\u5e03\u5b63\u5ea6\u80a1\u606f\u4e3a\u6bcf\u80a10.35\u7f8e\u5143\uff0c\u4e0e\u4e4b\u524d\u4e00\u81f4\u3002Tapestry\u8fd8\u5ba3\u5e03\u4e86\u4e00\u987920\u4ebf\u7f8e\u5143\u7684\u52a0\u901f\u80a1\u7968\u56de\u8d2d\u8ba1\u5212\u3002<br>  <\/li>\n\n\n\n<li><strong>\u5e02\u573a\u5171\u8bc6<\/strong><br>  <\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-blue-and-white-rectangular-box-with-numbers-des-9.png\" alt=\"A blue and white rectangular box with numbers\n\nDescription automatically generated\" class=\"wp-image-57685\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-blue-and-white-rectangular-box-with-numbers-des-9.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-blue-and-white-rectangular-box-with-numbers-des-9-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1556\" height=\"597\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-on-a-white-background-description-automat-23.jpeg\" alt=\"A graph on a white background\n\nDescription automatically generated\" class=\"wp-image-57686\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-on-a-white-background-description-automat-23.jpeg 1556w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-on-a-white-background-description-automat-23-300x115.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-on-a-white-background-description-automat-23-1024x393.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-on-a-white-background-description-automat-23-768x295.jpeg 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-graph-on-a-white-background-description-automat-23-1536x589.jpeg 1536w\" sizes=\"(max-width: 1556px) 100vw, 1556px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<a id=\"post-57622-_Hlt181111973\"><\/a><a id=\"post-57622-_Hlt181111974\"><\/a><\/p>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\" title=\"\">^ Back To Top<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-57622-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-31.png\" class=\"wp-image-57687\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-31.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-31-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/h3>\n\n\n\n<figure class=\"wp-block-image\" id=\"td\"><img loading=\"lazy\" decoding=\"async\" width=\"618\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-32.png\" alt=\"\" class=\"wp-image-57688\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-32.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/word-image-57622-32-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Take profit on Oversea-Chinese Banking Corp Ltd (OCBC SP) at S$16.6, Air China (753 HK) at HK$5.2, NetEase Inc (9999 HK) at HK$150 and Xiaomi Corp Ltd (1810 HK) at HK$32. Add Bumitama Agri Ltd (BAL SP) at S$0.89 and Sprouts Farmers Market Inc (SFM US) at US$150. Cut loss on CGN Mining Co Ltd (1164 HK) at HK$1.65.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"477\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-screenshot-of-a-data-sheet-description-automati-5.png\" alt=\"A screenshot of a data sheet\n\nDescription automatically generated\" class=\"wp-image-57689\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-screenshot-of-a-data-sheet-description-automati-5.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-screenshot-of-a-data-sheet-description-automati-5-300x152.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/12\/a-screenshot-of-a-data-sheet-description-automati-5-768x388.png 768w\" sizes=\"(max-width: 943px) 100vw, 943px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-56591-_tiry8p5xvcqk\"><\/a><\/h3>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/t.me\/kgisg\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/word-image-69.png\" alt=\"\" class=\"wp-image-15031\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/word-image-69.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/word-image-69-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/a><\/figure>\n\n\n","protected":false},"excerpt":{"rendered":"<p>\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top \u5e03\u7c73\u8fbe\u519c\u4e1a (BAL SP)\uff1a\u68d5\u6988\u6cb9\u9700\u6c42\u7ef4\u6301 (Source: Bloomberg) \u661f\u5c55\u96c6\u56e2 (DBS SP)\uff1a\u6709\u8fdc\u89c1\u7684\u4e3e\u63aa (Source: Bloomberg) \u533b\u6e21\u79d1\u6280(2158 HK)\uff1a\u533b\u7597\u4fdd\u5065\u4e2d\u7684\u4eba\u5de5\u667a\u80fd (Source: Bloomberg) \u91d1\u98ce\u79d1\u6280(2208 HK)\uff1a\u523a\u6fc0\u53ef\u518d\u751f\u80fd\u6e90\u6295\u8d44 (Source: Bloomberg) \u8c46\u82bd\u519c\u592b\u5e02\u573a (SFM US)\uff1a\u5438\u5f15\u6ce8\u91cd\u5065\u5eb7\u7684\u6d88\u8d39\u8005 (Source: Bloomberg) Tapestry Inc (TRP US)\uff1a\u5177\u6709\u4f18\u60e0\u6298\u6263\u7684\u9500\u552e \u611f\u6069\u8282\u5468\u672b\u8d2d\u7269\u8d8b\u52bf\uff08\u4ece\u611f\u6069\u8282\u5230\u7f51\u7edc\u661f\u671f\u4e00\u7684\u4e94\u5929\u5047\u671f\uff09 (Source: National Retail Federation) Coach\u7f8e\u56fd\u7f51\u7ad9\u4e0a\u7684\u7545\u9500\u54c1\uff08\u7f8e\u5143\u4ef7\u683c\uff09 (Source: Coach) (Source: Bloomberg) ^ Back To [&hellip;]<\/p>\n","protected":false},"author":16,"featured_media":38071,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_eb_attr":"","_uag_custom_page_level_css":"","footnotes":""},"categories":[13],"tags":[],"class_list":["post-57622","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-kgi-daily-trading-ideas-chinese"],"aioseo_notices":[],"uagb_featured_image_src":{"full":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/2.png?wsr",652,385,false],"thumbnail":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/2-150x150.png?wsr",150,150,true],"medium":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/2-300x177.png?wsr",300,177,true],"medium_large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/2.png?wsr",652,385,false],"large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/2.png?wsr",652,385,false],"1536x1536":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/2.png?wsr",652,385,false],"2048x2048":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/2.png?wsr",652,385,false]},"uagb_author_info":{"display_name":"Jiong Han Lee","author_link":"https:\/\/www.kgieworld.sg\/research\/author\/jionghan-leekgi-com\/"},"uagb_comment_info":0,"uagb_excerpt":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top \u5e03\u7c73\u8fbe\u519c\u4e1a (BAL SP)\uff1a\u68d5\u6988\u6cb9\u9700\u6c42\u7ef4\u6301 (Source: Bloomberg) \u661f\u5c55\u96c6\u56e2 (DBS SP)\uff1a\u6709\u8fdc\u89c1\u7684\u4e3e\u63aa (Source: Bloomberg) \u533b\u6e21\u79d1\u6280(2158 HK)\uff1a\u533b\u7597\u4fdd\u5065\u4e2d\u7684\u4eba\u5de5\u667a\u80fd (Source: Bloomberg) \u91d1\u98ce\u79d1\u6280(2208 HK)\uff1a\u523a\u6fc0\u53ef\u518d\u751f\u80fd\u6e90\u6295\u8d44 (Source: Bloomberg) \u8c46\u82bd\u519c\u592b\u5e02\u573a (SFM US)\uff1a\u5438\u5f15\u6ce8\u91cd\u5065\u5eb7\u7684\u6d88\u8d39\u8005 (Source: Bloomberg) Tapestry Inc (TRP US)\uff1a\u5177\u6709\u4f18\u60e0\u6298\u6263\u7684\u9500\u552e \u611f\u6069\u8282\u5468\u672b\u8d2d\u7269\u8d8b\u52bf\uff08\u4ece\u611f\u6069\u8282\u5230\u7f51\u7edc\u661f\u671f\u4e00\u7684\u4e94\u5929\u5047\u671f\uff09 (Source: National Retail Federation) Coach\u7f8e\u56fd\u7f51\u7ad9\u4e0a\u7684\u7545\u9500\u54c1\uff08\u7f8e\u5143\u4ef7\u683c\uff09 (Source: Coach) (Source: Bloomberg) ^ Back To&hellip;","_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/57622","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/comments?post=57622"}],"version-history":[{"count":3,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/57622\/revisions"}],"predecessor-version":[{"id":57713,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/57622\/revisions\/57713"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media\/38071"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media?parent=57622"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/categories?post=57622"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/tags?post=57622"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}