{"id":60257,"date":"2025-01-23T23:48:47","date_gmt":"2025-01-23T15:48:47","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=60257"},"modified":"2025-01-24T10:06:34","modified_gmt":"2025-01-24T02:06:34","slug":"kgi-daily-trading-ideas-24-jan-2025-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-24-jan-2025-zh\/","title":{"rendered":"2025\u5e741\u670824\u65e5: Wee Hur Holdings Ltd (WHUR SP), \u4e2d\u570b\u4eba\u6c11\u4fdd\u96aa\u96c6\u5718 (1339 HK), Ciena Corporation (CIEN 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-60257-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"941\" height=\"474\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/image-39.png\" alt=\"\" class=\"wp-image-60351\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/image-39.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/image-39-300x151.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/image-39-768x387.png 768w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"939\" height=\"241\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/image-40.png\" alt=\"\" class=\"wp-image-60352\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/image-40.png 939w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/image-40-300x77.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/image-40-768x197.png 768w\" sizes=\"(max-width: 939px) 100vw, 939px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"939\" height=\"289\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/image-41.png\" alt=\"\" class=\"wp-image-60353\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/image-41.png 939w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/image-41-300x92.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/image-41-768x236.png 768w\" sizes=\"(max-width: 939px) 100vw, 939px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/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\/2025\/01\/word-image-60257-4.png\" alt=\"\" class=\"wp-image-60308\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-4.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-4-300x64.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-60257-_qqv3rtx8nazp\"><\/a><a id=\"post-60257-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"2128\" height=\"1051\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-screenshot-of-a-phone-description-automatically-6.png\" alt=\"A screenshot of a phone\n\nDescription automatically generated\" class=\"wp-image-60309\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-screenshot-of-a-phone-description-automatically-6.png 2128w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-screenshot-of-a-phone-description-automatically-6-300x148.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-screenshot-of-a-phone-description-automatically-6-1024x506.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-screenshot-of-a-phone-description-automatically-6-768x379.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-screenshot-of-a-phone-description-automatically-6-1536x759.png 1536w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-screenshot-of-a-phone-description-automatically-6-2048x1011.png 2048w\" sizes=\"(max-width: 2128px) 100vw, 2128px\" \/><\/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\/2025\/01\/word-image-60257-6.png\" alt=\"\" class=\"wp-image-60310\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-6.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-6-300x64.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-60257-_7c2gwybbbr90\"><\/a><\/h1>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-60257-_9i0c554gtu0u\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-7.png\" class=\"wp-image-60311\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-7.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-7-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Wee Hur Holdings Ltd (WHUR SP)\uff1a\u6218\u7565\u91cd\u65b0\u5b9a\u4f4d<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.47\uff0c\u76ee\u6807\u4ef7\uff1a0.53\uff0c\u6b62\u635f\u4ef7\uff1a0.44<\/strong><br>  <\/li>\n\n\n\n<li>Wee Hur Holdings Ltd \u63d0\u4f9b\u5efa\u7b51\u5efa\u9020\u670d\u52a1\uff0c\u5e76\u4f5c\u4e3a\u79c1\u8425\u548c\u516c\u5171\u90e8\u95e8\u5efa\u7b51\u9879\u76ee\u7684\u7ba1\u7406\u6216\u4e3b\u627f\u5305\u5546\u3002\u516c\u53f8\u7684\u79c1\u8425\u90e8\u95e8\u5ba2\u6237\u5305\u62ec\u7269\u4e1a\u4e1a\u4e3b\u548c\u5f00\u53d1\u5546\uff0c\u800c\u516c\u5171\u90e8\u95e8\u5ba2\u6237\u5219\u5305\u62ec\u653f\u5e9c\u673a\u6784\u548c\u6cd5\u5b9a\u673a\u6784\u3002<br>  <\/li>\n\n\n\n<li><strong>\u65b0\u52a0\u5761\u5efa\u7b51\u9700\u6c42\u589e\u957f\u3002 <\/strong>Wee Hur Holdings \u57282024\u5e74\u4e0a\u534a\u5e74\u8868\u73b0\u51fa\u8272\uff0c\u4e3b\u8981\u5f97\u76ca\u4e8e\u5176\u5f3a\u52b2\u7684\u5bbf\u820d\u4e1a\u52a1\u4ee5\u53ca\u5bf9\u8054\u8425\u516c\u53f8\u548c\u5408\u8d44\u4f01\u4e1a\u6295\u8d44\u7684\u8d21\u732e\u589e\u52a0\u3002\u5176\u4f18\u52bf\u4e4b\u4e00\u5728\u4e8e\u5927\u58eb\u666f\u5bbf\u820d\uff08Tuas View Dormitory\uff09\uff0c\u968f\u7740\u65b0\u52a0\u5761\u5efa\u7b51\u9700\u6c42\u7684\u4e0a\u5347\uff0c\u5de5\u4eba\u4f4f\u5bbf\u9700\u6c42\u589e\u52a0\uff0c\u63a8\u52a8\u4e86\u8be5\u5bbf\u820d\u6536\u5165\u7684\u589e\u957f\u3002\u4f5c\u4e3a\u83b7\u5f97\u5efa\u8bbe\u5c40\uff08BCA\uff09A1\u7ea7\u8ba4\u8bc1\u7684\u627f\u5305\u5546\uff0cWee Hur \u6709\u8d44\u683c\u7ade\u6807\u65e0\u9650\u5236\u4ef7\u503c\u7684\u516c\u5171\u9879\u76ee\uff0c\u6db5\u76d6\u4f4f\u5b85\u3001\u5546\u4e1a\u3001\u5de5\u4e1a\u548c\u4fdd\u62a4\u9879\u76ee\uff0c\u8fdb\u4e00\u6b65\u5de9\u56fa\u4e86\u5176\u5728\u5efa\u7b51\u9886\u57df\u7684\u4e13\u4e1a\u80fd\u529b\u3002\u8fd1\u671f\u51fa\u552e\u6fb3\u5927\u5229\u4e9a\u5b66\u751f\u4f4f\u5bbf\u8d44\u4ea7\uff08PBSA\uff09\u4e3a\u516c\u53f8\u63d0\u4f9b\u4e86\u989d\u5916\u7684\u8d44\u91d1\u7075\u6d3b\u6027\uff0c\u4f7f\u5176\u80fd\u591f\u4e13\u6ce8\u4e8e\u6838\u5fc3\u4e1a\u52a1\uff0c\u5982\u5efa\u7b51\u548c\u5bbf\u820d\u7ba1\u7406\u3002\u968f\u7740\u65b0\u52a0\u5761\u5efa\u7b51\u9700\u6c42\u9884\u8ba1\u57282025\u5e74\u8fbe\u5230470\u4ebf\u81f3530\u4ebf\u65b0\u5143\uff0c\u4e3b\u8981\u53d7\u76ca\u4e8e\u6a1f\u5b9c\u673a\u573a\u7b2c\u4e94\u822a\u7ad9\u697c\u548c\u516c\u5171\u4f4f\u623f\u7b49\u5927\u578b\u9879\u76ee\uff0cWee Hur \u6709\u671b\u6293\u4f4f\u8fd9\u4e9b\u673a\u9047\u3002\u5176\u591a\u5143\u5316\u7684\u80fd\u529b\uff0c\u5305\u62ec\u65b0\u5efa\u3001\u7ffb\u65b0\u548c\u6587\u5316\u9057\u4ea7\u4fee\u590d\u65b9\u9762\u7684\u4e13\u4e1a\u77e5\u8bc6\uff0c\u8fdb\u4e00\u6b65\u589e\u5f3a\u4e86\u5176\u5728\u5e02\u573a\u4e2d\u7684\u7ade\u4e89\u529b\u548c\u7075\u6d3b\u6027\u3002\u8fd9\u4e9b\u4f18\u52bf\u4f7f Wee Hur \u80fd\u591f\u5728\u65b0\u52a0\u5761\u4e0d\u65ad\u589e\u957f\u7684\u57fa\u7840\u8bbe\u65bd\u548c\u5efa\u7b51\u9700\u6c42\u4e2d\u84ec\u52c3\u53d1\u5c55\u3002<br>  <\/li>\n\n\n\n<li><strong>\u8d44\u4ea7\u51fa\u552e\u5e26\u6765\u7684\u8d44\u672c\u4f18\u52bf\u3002<\/strong>Wee Hur Holdings \u4ee516\u4ebf\u6fb3\u5143\u7684\u4ef7\u683c\u5c06\u5176\u6fb3\u5927\u5229\u4e9a\u5b66\u751f\u4f4f\u5bbf\u8d44\u4ea7\u51fa\u552e\u7ed9 Greystar\uff0c\u83b7\u5f97\u4e863.2\u4ebf\u65b0\u5143\u7684\u73b0\u91d1\u6536\u76ca\uff0c\u5e76\u4fdd\u7559\u4e86\u65b0\u5408\u8d44\u4f01\u4e1a13%\u7684\u80a1\u6743\uff0c\u4ef7\u503c2\u4ebf\u6fb3\u5143\u3002\u8be5\u8d44\u4ea7\u7ec4\u5408\u5305\u62ec\u8d85\u8fc75,500\u4e2a\u5e8a\u4f4d\uff0c\u53d7\u76ca\u4e8e\u9ad8\u5165\u4f4f\u7387\u548c\u4e0d\u65ad\u4e0a\u6da8\u7684\u79df\u91d1\u6536\u5165\u3002Wee Hur \u8ba1\u5212\u5c06\u51fa\u552e\u6240\u5f97\u7528\u4e8e\u6269\u5c55\u5176\u5efa\u7b51\u548c\u5de5\u7a0b\u4e1a\u52a1\uff0c\u5e76\u63a2\u7d22\u5176\u4ed6\u6295\u8d44\u673a\u4f1a\u3002\u6b64\u6b21\u51fa\u552e\u8fd8\u5e2e\u52a9\u516c\u53f8\u6e05\u507f\u4e86\u76f8\u5173\u503a\u52a1\uff0c\u589e\u5f3a\u4e86\u5176\u8d22\u52a1\u72b6\u51b5\u3002\u6b64\u5916\uff0cWee Hur \u7ee7\u7eed\u63a8\u8fdb\u5176\u4ed6\u5173\u952e\u9879\u76ee\uff0c\u5305\u62ec\u5f00\u53d1\u65b0\u7684\u5de5\u4eba\u5bbf\u820d\u548c\u5b66\u751f\u4f4f\u5bbf\u8bbe\u65bd\u3002\u5c55\u671b\u672a\u6765\uff0c\u6295\u8d44\u8005\u5bf9\u516c\u53f8\u53ef\u80fd\u5728\u6536\u5230\u4ea4\u6613\u51c0\u6536\u76ca\u540e\u6d3e\u53d1\u7279\u522b\u80a1\u606f\u6301\u4e50\u89c2\u6001\u5ea6\uff0c\u8fd9\u5c06\u8fdb\u4e00\u6b65\u63d0\u5347\u80a1\u4e1c\u4ef7\u503c\u3002<br>  <\/li>\n\n\n\n<li><strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>2024\u5e74\u4e0a\u534a\u5e74\u603b\u6536\u5165\u540c\u6bd4\u589e\u957f10%\uff0c\u4ece9921\u4e07\u65b0\u5143\u589e\u81f31.0912\u4ebf\u65b0\u5143\uff0c\u4e3b\u8981\u5f97\u76ca\u4e8e\u5927\u58eb\u666f\u5bbf\u820d\u7684\u8d21\u732e\u589e\u52a0\uff0c\u8be5\u5bbf\u820d\u662f\u96c6\u56e2\u5728\u65b0\u52a0\u5761\u7684\u9996\u4e2a\u4e13\u7528\u5bbf\u820d\uff0c\u4e0a\u534a\u5e74\u51e0\u4e4e\u6ee1\u5458\u8fd0\u8425\u30022024\u5e74\u4e0a\u534a\u5e74\u7684\u6bdb\u5229\u6da6\u98d9\u5347\u81f34473\u4e07\u65b0\u5143\uff0c\u8f832023\u5e74\u540c\u671f\u76841830\u4e07\u65b0\u5143\u589e\u957f144%\u30022024\u5e74\u4e0a\u534a\u5e74\u6301\u7eed\u7ecf\u8425\u5229\u6da6\u4e3a7507\u4e07\u65b0\u5143\uff0c\u8f83\u53bb\u5e74\u540c\u671f\u76841277\u4e07\u65b0\u5143\u589e\u957f488%\uff0c\u8fd9\u4e3b\u8981\u5f52\u529f\u4e8e\u5927\u58eb\u666f\u5bbf\u820d\u7684\u4e1a\u7ee9\u6539\u5584\u4ee5\u53ca\u5bf9\u8054\u8425\u516c\u53f8\u548c\u5408\u8d44\u4f01\u4e1a\u6295\u8d44\u7684\u5229\u6da6\u589e\u52a0\u3002<br>  <\/li>\n\n\n\n<li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><br><strong><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-60312\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-8.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-8.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-8-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1115\" height=\"558\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-9.jpeg\" alt=\"\" class=\"wp-image-60313\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-9.jpeg 1115w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-9-300x150.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-9-1024x512.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-9-768x384.jpeg 768w\" sizes=\"(max-width: 1115px) 100vw, 1115px\" \/><\/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\/2025\/01\/a-long-line-of-a-white-background-description-aut-20.png\" class=\"wp-image-60314\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-long-line-of-a-white-background-description-aut-20.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-long-line-of-a-white-background-description-aut-20-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/> <\/strong><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u552f\u6676\u79d1\u6280 (WKS SP)\uff1a\u5e76\u8d2d\u6218\u7565\u6301\u7eed\u63a8\u52a8<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.300\uff0c\u76ee\u6807\u4ef7\uff1a0.330\uff0c\u6b62\u635f\u4ef7\uff1a0.285<\/strong><br>  <\/li>\n\n\n\n<li>\u552f\u6676\u79d1\u6280\u662f\u4e00\u5bb6\u6e38\u620f\u7f8e\u672f\u5916\u5305\u5de5\u4f5c\u5ba4\u3002\u8be5\u516c\u53f8\u4e3a\u89c6\u9891\u6e38\u620f\u884c\u4e1a\u63d0\u4f9b\u5b8c\u6574\u7684\u7aef\u5230\u7aef\u827a\u672f\u5916\u5305\u548c\u6e38\u620f\u5f00\u53d1\u670d\u52a1\u3002\u7728\u773c\u5de5\u4f5c\u5ba4\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002<br>  <\/li>\n\n\n\n<li><strong>\u65b0\u6536\u8d2d\u3002 <\/strong>1 \u6708 17 \u65e5\uff0c\u548f\u5174\u5de5\u4f5c\u5ba4\u5ba3\u5e03\u8ba1\u5212\u4ee5\u7ea6 1.46 \u4ebf\u4eba\u6c11\u5e01\uff082720 \u4e07\u65b0\u5e01\uff09\u6536\u8d2d\u4e9a\u6d32\u9886\u5148\u7684\u6e38\u620f\u7f8e\u672f\u5916\u5305\u548c\u5f00\u53d1\u5de5\u4f5c\u5ba4\u4e0a\u6d77\u7c73\u8bfa\u6d1b\u5fb7\u6570\u5b57\u79d1\u6280\u516c\u53f8\u3002\u7c73\u8bfa\u6d1b\u5fb7\u62e5\u6709 466 \u540d\u5458\u5de5\uff0c\u4e13\u6ce8\u4e8e\u4e3b\u673a\u5e73\u53f0\u6e38\u620f\uff0c\u5176 90% \u7684\u6536\u5165\u6765\u81ea\u6e38\u620f\u7f8e\u672f\u5916\u5305\u670d\u52a1\u3002\u622a\u81f3 2023 \u5e74 12 \u6708 31 \u65e5\u7684\u8d22\u653f\u5e74\u5ea6\uff0c\u7c73\u8bfa\u6d1b\u5fb7\u7684\u606f\u7a0e\u6298\u524d\u5229\u6da6 (EBITDA) \u7ea6\u4e3a 360 \u4e07\u65b0\u5e01\u3002\u6b64\u6b21\u6536\u8d2d\u65e8\u5728\u6269\u5927\u548f\u5174\u5de5\u4f5c\u5ba4\u5728\u4e9a\u6d32\u7684\u89c4\u6a21\uff0c\u63a5\u89e6\u897f\u65b9\u5ba2\u6237\u5e76\u652f\u6301\u5176\u5168\u7403\u53d1\u5c55\u76ee\u6807\u3002\u9884\u8ba1\u8be5\u6536\u8d2d\u5c06\u5728 2025 \u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5b8c\u6210\uff0c\u7c73\u8bfa\u6d1b\u5fb7\u7684\u9886\u5bfc\u5c42\u5c06\u7ee7\u7eed\u5728\u548f\u5174\u5de5\u4f5c\u5ba4\u7684\u8d44\u6e90\u548c\u4e13\u4e1a\u77e5\u8bc6\u4e0b\u8fd0\u8425\u3002\u3002<br>  <\/li>\n\n\n\n<li><strong>\u5e76\u8d2d\u5bfc\u5411\u3002<\/strong>\u548f\u5174\u5de5\u4f5c\u5ba4\u7684\u4e3b\u8981\u540c\u884c Keywords Studios \u6b64\u524d\u4e8e 2013 \u5e74\u5728 AIM \u4e0a\u5e02\uff0c\u4f30\u503c 4900 \u4e07\u82f1\u9551\u3002\u968f\u540e\u88ab\u4ee5 21 \u4ebf\u82f1\u9551\u7684\u4ef7\u683c\u6536\u8d2d\uff0c\u6295\u8d44\u8005\u83b7\u5f97\u4e86\u4e30\u539a\u56de\u62a5\uff0c\u56e0\u4e3a\u8be5\u516c\u53f8\u901a\u8fc7\u63d0\u4f9b\u97f3\u4e50\u3001\u7f8e\u672f\u548c\u89c6\u9891\u6e38\u620f\u7ffb\u8bd1\u7b49\u670d\u52a1\uff0c\u4e1a\u52a1\u589e\u957f\u4e86 40 \u500d\u3002\u548f\u5174\u5de5\u4f5c\u5ba4\u5229\u7528\u827a\u672f\u5916\u5305\u548c\u79fb\u52a8\u6e38\u620f\u7b49\u884c\u4e1a\u8d8b\u52bf\uff0c\u5438\u5f15\u4e86\u80b2\u78a7\u548c EA \u7b49\u4e3b\u8981\u5ba2\u6237\u3002\u548f\u5174\u5de5\u4f5c\u5ba4\u4ee5\u63d0\u4f9b\u9ad8\u8d28\u91cf\u3001\u9ad8\u6027\u4ef7\u6bd4\u7684\u670d\u52a1\u4e3a\u5b97\u65e8\uff0c\u5e76\u62e5\u6709\u5b8f\u7881 (Acer) \u4f5c\u4e3a\u4e3b\u8981\u80a1\u4e1c\u7684\u5f3a\u5927\u57fa\u7840\uff0c\u65e8\u5728\u590d\u5236 Keywords Studios \u7684\u6210\u529f\u3002\u8fd9\u5305\u62ec\u6709\u673a\u589e\u957f\u3001\u6218\u7565\u6027\u6536\u8d2d\u4ee5\u53ca\u5229\u7528\u4eba\u5de5\u667a\u80fd (AI) \u589e\u5f3a\u5176\u4ea7\u54c1\u3002\u968f\u7740\u548f\u5174\u5de5\u4f5c\u5ba4\u7ee7\u7eed\u6267\u884c\u5176\u589e\u957f\u6218\u7565\u5e76\u5c55\u73b0\u51fa\u4e0d\u65ad\u589e\u957f\u7684\u4ef7\u503c\uff0c\u6211\u4eec\u9884\u8ba1\u5176\u65b0\u52a0\u5761\u4ea4\u6613\u6240 (SGX) \u80a1\u4ef7\u4e5f\u5c06\u968f\u4e4b\u6c34\u6da8\u8239\u9ad8\uff0c\u5e76\u671f\u671b\u6295\u8d44\u8005\u80fd\u7ee7\u7eed\u83b7\u5f97\u5f3a\u52b2\u7684\u4e1a\u7ee9\u548c\u4e30\u539a\u7684\u56de\u62a5\u3002<br>  <\/li>\n\n\n\n<li><strong>\u8054\u5408\u4eba\u5de5\u667a\u80fd\u5f00\u53d1\u9879\u76ee\u3002<\/strong>\u552f\u6676\u79d1\u6280\u4e0e\u5b8f\u7881\uff08Acer\uff09\u5c31\u5171\u540c\u5f00\u53d1GenMotion\u7684\u4eba\u5de5\u667a\u80fd\u9879\u76ee\u7684\u7b2c\u4e8c\u9636\u6bb5\u8fbe\u6210\u4e86\u8865\u5145\u534f\u8bae\u3002AI\uff0c 3D\u52a8\u753b\u751f\u6210\u5de5\u5177\u3002\u5b8f\u7881\u5c06\u51fa\u8d4420\u4e07\u7f8e\u5143\uff0c\u552f\u6676\u5c06\u63d0\u4f9b\u8d44\u6e90\u3002\u4e24\u5bb6\u516c\u53f8\u5c06\u5bf9\u534a\u5206\u4eab\u4efb\u4f55\u65b0\u53d1\u660e\u7684\u77e5\u8bc6\u4ea7\u6743\u3002GenMotion\u3002AI\u5c06\u6587\u672c\u8f93\u5165\u8f6c\u6362\u4e3a\u8be6\u7ec6\u76843D\u52a8\u753b\uff0c\u63d0\u9ad8\u4e86\u52a8\u753b\u5e08\u7684\u6548\u7387\u548c\u521b\u9020\u529b\u3002GenMotion\u3002\u4eba\u5de5\u667a\u80fd\u5229\u7528\u4e86\u552f\u6676\u4e13\u6709\u7684\u3001\u53ef\u8ffd\u8e2a\u7684\u8bad\u7ec3\u6570\u636e\uff0c\u65e8\u5728\u5f15\u9886\u4eba\u5de5\u667a\u80fd\u5728\u6570\u5b57\u827a\u672f\u9886\u57df\u7684\u5e94\u7528\u3002\u8be5\u5de5\u5177\u6709\u671b\u901a\u8fc7\u63d0\u9ad8\u89c6\u89c9\u8d28\u91cf\u3001\u751f\u4ea7\u901f\u5ea6\u4ee5\u53ca\u6700\u7ec8\u63d0\u9ad8\u6bcf\u4e2a\u5de5\u4eba\u7684\u6536\u5165\u6765\u5f7b\u5e95\u6539\u53d8\u5de5\u4f5c\u6d41\u7a0b\u3002\u8fd9\u6b21\u5408\u4f5c\u52a0\u5f3a\u4e86\u552f\u6676\u7684\u5730\u4f4d\uff0c\u4f7f\u5176\u80fd\u591f\u5728\u4e0d\u9700\u8981\u66f4\u591a\u4eba\u529b\u7684\u60c5\u51b5\u4e0b\u5904\u7406\u66f4\u591a\u671f\u9650\u66f4\u7d27\u6216\u66f4\u5927\u7684\u9879\u76ee\uff0c\u4ece\u800c\u91ca\u653e\u51fa\u5de8\u5927\u7684\u589e\u957f\u6f5c\u529b\u3002<br>  <\/li>\n\n\n\n<li><strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u5728\u7f8e\u672f\u5916\u5305\u90e8\u95e8\u548c\u6e38\u620f\u5f00\u53d1\u90e8\u95e8\u7684\u5f3a\u52b2\u589e\u957f\u63a8\u52a8\u4e0b\uff0c\u4e0a\u534a\u5e74\u603b\u6536\u5165\u540c\u6bd4\u589e\u957f7.1%\uff0c\u8fbe\u52301,523\u4e07\u7f8e\u5143\uff0c\u5206\u522b\u589e\u957f6.6%\u548c8.1%\u3002<br>  <\/li>\n\n\n\n<li>\u6211\u4eec\u5bf9\u57fa\u672c\u9762\u7684\u8bc4\u7ea7\u4e3a<strong>\u4e70\u5165<\/strong>\uff0c\u76ee\u6807\u80a1\u4ef7\u4e3a<strong>0.35\u65b0\u5143<\/strong>\u3002<a href=\"https:\/\/www.kgieworld.sg\/research\/company-update-winking-studios-limited\/\">\u8bf7\u5728\u8fd9\u91cc\u9605\u8bfb\u62a5\u544a\u5168\u6587\u3002<\/a><br>  <\/li>\n\n\n\n<li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><br><strong><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-60315\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-blue-and-white-rectangular-box-with-white-text-32.png\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-blue-and-white-rectangular-box-with-white-text-32.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-blue-and-white-rectangular-box-with-white-text-32-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><img loading=\"lazy\" decoding=\"async\" width=\"1227\" height=\"575\" class=\"wp-image-60316\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-on-a-screen-description-automatically-gen-6.jpeg\" alt=\"A graph on a screen\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-on-a-screen-description-automatically-gen-6.jpeg 1227w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-on-a-screen-description-automatically-gen-6-300x141.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-on-a-screen-description-automatically-gen-6-1024x480.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-on-a-screen-description-automatically-gen-6-768x360.jpeg 768w\" sizes=\"(max-width: 1227px) 100vw, 1227px\" \/> <\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">(Source: Bloomberg)<\/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\/2025\/01\/word-image-60257-13.png\" class=\"wp-image-60317\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-13.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-13-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-60257-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-14.png\" class=\"wp-image-60318\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-14.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-14-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-60257-_34eo5yf8y7pj\"><\/a><strong>\u4e2d\u570b\u4eba\u6c11\u4fdd\u96aa\u96c6\u5718 (1339 HK)\uff1a\u65b0\u7684\u523a\u6fc0\u63aa\u65bd<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a3.85\uff0c\u76ee\u6807\u4ef7\uff1a4.35\uff0c\u6b62\u635f\u4ef7\uff1a3.60<\/strong><br>  <\/li>\n\n\n\n<li>\u4e2d\u570b\u4eba\u6c11\u4fdd\u96aa\u96c6\u5718\u80a1\u4efd\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u63d0\u4f9b\u4fdd\u96aa\u7522\u54c1\u7684\u63a7\u80a1\u516c\u53f8\u3002\u8a72\u516c\u53f8\u53ca\u5176\u5b50\u516c\u53f8\u4e3b\u8981\u5f9e\u4e8b\u8ca1\u7522\u4fdd\u96aa\u3001\u5065\u5eb7\u4fdd\u96aa\u3001\u4eba\u58fd\u4fdd\u96aa\u3001\u518d\u4fdd\u96aa\u3001\u9999\u6e2f\u4fdd\u96aa\u3001\u990a\u8001\u4fdd\u96aa\u53ca\u7d93\u71df\u4fdd\u96aa\u696d\u52d9\u3002\u8ca1\u7522\u4fdd\u96aa\u696d\u52d9\u4e3b\u8981\u5305\u62ec\u70ba\u516c\u53f8\u53ca\u500b\u4eba\u63d0\u4f9b\u8ca1\u7522\u4fdd\u96aa\u7522\u54c1\uff0c\u5305\u62ec\u6a5f\u52d5\u8eca\u8f1b\u96aa\u3001\u8fb2\u696d\u4fdd\u96aa\u3001\u8ca1\u7522\u4fdd\u96aa\u548c\u8cac\u4efb\u4fdd\u96aa\u3002\u5065\u5eb7\u4fdd\u96aa\u696d\u52d9\u4e3b\u8981\u5305\u62ec\u5065\u5eb7\u548c\u91ab\u7642\u4fdd\u96aa\u7522\u54c1\u3002\u4eba\u58fd\u4fdd\u96aa\u696d\u52d9\u4e3b\u8981\u5305\u62ec\u4eba\u58fd\u4fdd\u96aa\u7522\u54c1\uff0c\u5305\u62ec\u5206\u7d05\u3001\u5169\u5168\u3001\u5e74\u91d1\u53ca\u842c\u80fd\u4eba\u58fd\u4fdd\u96aa\u7522\u54c1\u7b49\u3002\u9999\u6e2f\u4fdd\u96aa\u696d\u52d9\u5305\u62ec\u5728\u4e2d\u570b\u9999\u6e2f\u7684\u8ca1\u7522\u4fdd\u96aa\u696d\u52d9\u3002\u990a\u8001\u4fdd\u96aa\u696d\u52d9\u5305\u62ec\u4f01\u696d\u5e74\u91d1\u548c\u8077\u696d\u5e74\u91d1\u7b49\u696d\u52d9\u3002<br>  <\/li>\n\n\n\n<li><strong>\u65b0\u523a\u6fc0\u63aa\u65bd\u3002<\/strong>\u4e2d\u56fd\u6700\u8fd1\u51fa\u53f0\u4e86\u4e00\u7cfb\u5217\u65e8\u5728\u63d0\u632f\u56fd\u5185\u80a1\u5e02\u7684\u63aa\u65bd\u3002\u5176\u4e2d\uff0c\u4e2d\u56fd\u653f\u5e9c\u8ba1\u5212\u57282025\u5e74\u4e0a\u534a\u5e74\u63a8\u51fa\u7b2c\u4e8c\u9636\u6bb5\u7684\u8bd5\u70b9\u9879\u76ee\uff0c\u5141\u8bb8\u4fdd\u9669\u8d44\u91d1\u8fdb\u884c\u957f\u671f\u80a1\u6743\u6295\u8d44\u3002\u8be5\u9636\u6bb5\u7684\u6700\u4f4e\u89c4\u6a21\u4e3a1000\u4ebf\u5143\u4eba\u6c11\u5e01\uff08\u7ea6\u5408137\u4ebf\u7f8e\u5143\uff09\u3002\u8be5\u9879\u76ee\u5141\u8bb8\u4fdd\u9669\u516c\u53f8\u8bbe\u7acb\u4e13\u95e8\u7528\u4e8e\u957f\u671f\u80a1\u5e02\u6295\u8d44\u7684\u8bc1\u5238\u6295\u8d44\u57fa\u91d1\uff0c\u6625\u8282\u524d\u5c06\u6279\u51c6500\u4ebf\u5143\u4eba\u6c11\u5e01\u4ee5\u5411\u5e02\u573a\u6ce8\u5165\u66f4\u591a\u8d44\u91d1\u3002\u9884\u8ba1\u8be5\u9879\u76ee\u7684\u8303\u56f4\u5c06\u9010\u6b65\u6269\u5927\u3002\u5728\u521d\u59cb\u9636\u6bb5\uff0c\u6d89\u53ca500\u4ebf\u5143\u4eba\u6c11\u5e01\u7684\u8d44\u91d1\u5df2\u53d6\u5f97\u7a33\u5065\u56de\u62a5\u3002\u8fd9\u4e9b\u63aa\u65bd\u6709\u671b\u957f\u671f\u4e3a\u4fdd\u9669\u516c\u53f8\u5e26\u6765\u6301\u7eed\u6536\u76ca\u3002<br>  <\/li>\n\n\n\n<li><strong>\u901a\u8fc7\u5408\u4f5c\u6269\u5927\u5f71\u54cd\u529b\u3002<\/strong>\u4e2d\u56fd\u4eba\u6c11\u8d22\u4ea7\u4fdd\u9669\u80a1\u4efd\u6709\u9650\u516c\u53f8\uff08PICC P&C\uff09\u662f\u4e2d\u56fd\u4eba\u6c11\u4fdd\u9669\u96c6\u56e2\uff08PICC Group\uff09\u7684\u5b50\u516c\u53f8\uff0c\u6700\u8fd1\u4e0eAXA\u9999\u6e2f\u6fb3\u95e8\u53caAXA\u5929\u5e73\u8d22\u4ea7\u4fdd\u9669\u8fbe\u6210\u6218\u7565\u5408\u4f5c\u3002\u6b64\u6b21\u5408\u4f5c\u65e8\u5728\u63a8\u52a8\u9999\u6e2f\u6c7d\u8f66\u4fdd\u9669\u5e02\u573a\u7684\u53d1\u5c55\uff0c\u7279\u522b\u5173\u6ce8\u65b0\u80fd\u6e90\u6c7d\u8f66\uff08NEV\uff09\u3002\u901a\u8fc7\u5171\u4eab\u5e02\u573a\u6d1e\u5bdf\u3001\u5206\u9500\u6e20\u9053\u548c\u6280\u672f\u4e13\u957f\uff0c\u8be5\u5408\u4f5c\u65e8\u5728\u63d0\u5347\u8be5\u5730\u533a\u7535\u52a8\u6c7d\u8f66\u53ca\u5176\u4ed6\u65b0\u80fd\u6e90\u6c7d\u8f66\u7684\u4fdd\u9669\u670d\u52a1\u3002\u4e3b\u8981\u4e3e\u63aa\u5305\u62ec\u6269\u5927\u670d\u52a1\u8303\u56f4\u3001\u5f00\u53d1\u521b\u65b0\u4fdd\u9669\u4ea7\u54c1\u4ee5\u53ca\u589e\u5f3a\u516c\u53f8\u7684\u5e02\u573a\u5f71\u54cd\u529b\u3002\u4e09\u65b9\u5c06\u7ed3\u5408\u5404\u81ea\u4f18\u52bf\uff0c\u63d0\u4f9b\u5353\u8d8a\u7684\u89e3\u51b3\u65b9\u6848\uff0c\u652f\u6301\u9999\u6e2f\u6c7d\u8f66\u4fdd\u9669\u884c\u4e1a\u7684\u4e0d\u65ad\u53d8\u5316\u7684\u9700\u6c42\u3002<br>  <\/li>\n\n\n\n<li><strong> 24\u8d22\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u7b2c\u4e09\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957f28.5%\u81f3\u4eba\u6c11\u5e011,773\u4ebf\u5143\uff0c\u800c23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e011,380\u4ebf\u5143\u3002\u7b2c\u4e09\u5b63\u5ea6\u51c0\u5229\u6da6\u5927\u5e45\u589e\u957f\u81f3\u4eba\u6c11\u5e01136\u4ebf\u5143\uff0c\u800c23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e016.22\u4ebf\u5143\u300224\u5e74\u7b2c\u4e09\u5b63\u5ea6\u6bcf\u80a1\u57fa\u672c\u6536\u76ca\u4e3a\u4eba\u6c11\u5e010.31\u5143\uff0c\u800c23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e010.01\u5143\uff0c\u540c\u6bd4\u663e\u8457\u63d0\u5347\u3002<br>  <\/li>\n\n\n\n<li><strong>\u5e02\u573a\u5171\u8bc6<\/strong><br><strong><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-60319\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-15.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-15.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-15-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1115\" height=\"558\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-16.jpeg\" alt=\"\" class=\"wp-image-60320\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-16.jpeg 1115w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-16-300x150.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-16-1024x512.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-16-768x384.jpeg 768w\" sizes=\"(max-width: 1115px) 100vw, 1115px\" \/><\/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\/2025\/01\/word-image-60257-17.png\" class=\"wp-image-60321\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-17.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-17-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u817e\u8baf (700 HK)\uff1a\u672a\u6765\u5c06\u7ee7\u7eed\u589e\u957f<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a375\uff0c\u76ee\u6807\u4ef7\uff1a425\uff0c\u6b62\u635f\u4ef7\uff1a350<\/strong><br>  <\/li>\n\n\n\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<br>  <\/li>\n\n\n\n<li><strong>\u6f5c\u5728\u7684\u65b0\u5408\u4f5c\u9879\u76ee\u3002<\/strong>\u636e\u62a5\u9053\uff0c\u817e\u8baf\u63a7\u80a1\u6709\u9650\u516c\u53f8\u4e0e\u80b2\u78a7\u7684\u5409\u5217\u83ab\u5bb6\u65cf\u6b63\u63a2\u8ba8\u4e00\u9879\u53ef\u80fd\u91cd\u5851\u5168\u7403\u6e38\u620f\u884c\u4e1a\u7684\u65b0\u5408\u4f5c\u9879\u76ee\u3002\u636e\u300a\u5f6d\u535a\u793e\u300b\u62a5\u9053\uff0c\u53cc\u65b9\u6b63\u5728\u8ba8\u8bba\u5229\u7528\u80b2\u78a7\u7684\u4e00\u4e9b\u91cd\u8981\u8d44\u4ea7\u6210\u7acb\u4e00\u5bb6\u5408\u8d44\u4f01\u4e1a\uff0c\u53ef\u80fd\u5141\u8bb8\u817e\u8baf\u5165\u80a1\uff0c\u540c\u65f6\u786e\u4fdd\u5409\u5217\u83ab\u5bb6\u65cf\u7ee7\u7eed\u638c\u63a7\u80b2\u78a7\u3002\u8fd9\u4e00\u8ba1\u5212\u6709\u671b\u663e\u8457\u589e\u5f3a\u817e\u8baf\u5728\u56fd\u9645\u6e38\u620f\u5e02\u573a\uff0c\u5c24\u5176\u662f\u4e2d\u56fd\u4ee5\u5916\u5730\u533a\u7684\u5f71\u54cd\u529b\u3002\u901a\u8fc7\u5165\u80a1\u8fd9\u4e00\u65b0\u5408\u4f5c\u9879\u76ee\uff0c\u817e\u8baf\u5c06\u83b7\u5f97\u5bf9\u80b2\u78a7\u77e5\u540d\u6e38\u620f\u548c\u7cfb\u5217\u4f5c\u54c1\u66f4\u5927\u7684\u5f71\u54cd\u529b\uff0c\u8fd9\u4e9b\u4f5c\u54c1\u5728\u5168\u7403\u62e5\u6709\u5e7f\u6cdb\u7684\u7c89\u4e1d\u7fa4\u4f53\u3002<br>  <\/li>\n\n\n\n<li><strong>\u4ea7\u54c1\u5347\u7ea7\u3002<\/strong>\u817e\u8baf\u5bf9\u5176\u817e\u8baf\u4f1a\u8bae\u5e73\u53f0\u8fdb\u884c\u4e86\u91cd\u5927\u5347\u7ea7\uff0c\u65b0\u589e\u4e86\u591a\u9879\u589e\u5f3a\u529f\u80fd\u3002\u5728\u667a\u80fd\u5316\u65b9\u9762\uff0c\u516c\u53f8\u63a8\u51fa\u4e86\u57fa\u4e8e\u817e\u8baf\u8d85\u751f\u6210\u6a21\u578b\u7684\u817e\u8baf\u4f1a\u8bae AI \u52a9\u7406\u4e13\u4e1a\u7248\u3002\u5728\u7ec4\u7ec7\u534f\u4f5c\u65b9\u9762\uff0c\u5e73\u53f0\u73b0\u5728\u652f\u6301\u6dfb\u52a0\u8054\u7cfb\u4eba\u3001\u62e8\u6253\u7535\u8bdd\u548c\u9009\u62e9\u53c2\u4f1a\u8005\u7b49\u529f\u80fd\u3002\u6b64\u5916\uff0c\u6240\u6709\u7528\u6237\u5747\u53ef\u5728\u817e\u8baf\u4f1a\u8bae\u4e2d\u521b\u5efa\u7ec4\u7ec7\u3002\u6b64\u6b21\u66f4\u65b0\u8fd8\u5141\u8bb8\u7528\u6237\u5bf9\u5916\u5c55\u793a\u8ba4\u8bc1\u8eab\u4efd\uff0c\u4ece\u800c\u589e\u5f3a\u5728\u7ebf\u6c9f\u901a\u7684\u4fe1\u4efb\u5ea6\u3002\u672c\u6b21\u5347\u7ea7\u65e8\u5728\u63d0\u5347\u5728\u7ebf\u534f\u4f5c\u6548\u7387\uff0c\u4e3a\u7528\u6237\u5e26\u6765\u66f4\u667a\u80fd\u3001\u9ad8\u6548\u548c\u4fbf\u6377\u7684\u4f1a\u8bae\u4f53\u9a8c\u3002<br>  <\/li>\n\n\n\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<br>  <\/li>\n\n\n\n<li><strong>24\u8d22\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u56de\u987e\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<br>  <\/li>\n\n\n\n<li><strong>\u5e02\u573a\u5171\u8bc6<\/strong><br><strong><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-60322\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-blue-and-white-rectangular-object-with-numbers-12.png\" alt=\"A blue and white rectangular object with numbers\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-blue-and-white-rectangular-object-with-numbers-12.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-blue-and-white-rectangular-object-with-numbers-12-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1227\" height=\"575\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-with-lines-and-numbers-description-automa-11.jpeg\" alt=\"A graph with lines and numbers\n\nDescription automatically generated with medium confidence\" class=\"wp-image-60323\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-with-lines-and-numbers-description-automa-11.jpeg 1227w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-with-lines-and-numbers-description-automa-11-300x141.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-with-lines-and-numbers-description-automa-11-1024x480.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-with-lines-and-numbers-description-automa-11-768x360.jpeg 768w\" sizes=\"(max-width: 1227px) 100vw, 1227px\" \/><\/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\/2025\/01\/word-image-60257-20.png\" alt=\"\" class=\"wp-image-60324\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-20.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-20-300x64.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-60257-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-21.png\" class=\"wp-image-60325\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-21.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-21-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-21-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Ciena Corporation (CIEN US)\uff1a\u4e3b\u5bfc\u5149\u7f51\u7edc\u9886\u57df<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a93\uff0c\u76ee\u6807\u4ef7\uff1a105\uff0c\u6b62\u635f\u4ef7\uff1a87<\/strong><br>  <\/li>\n\n\n\n<li>Ciena Corporation\u81f4\u529b\u4e8e\u5f00\u53d1\u548c\u9500\u552e\u901a\u4fe1\u7f51\u7edc\u5e73\u53f0\u3001\u8f6f\u4ef6\uff0c\u5e76\u63d0\u4f9b\u4e13\u4e1a\u670d\u52a1\u3002\u8be5\u516c\u53f8\u7684\u5bbd\u5e26\u63a5\u5165\u3001\u6570\u636e\u548c\u5149\u7f51\u7edc\u5e73\u53f0\u3001\u8f6f\u4ef6\u5de5\u5177\u4ee5\u53ca\u5168\u7403\u7f51\u7edc\u670d\u52a1\uff0c\u652f\u6301\u5168\u7403\u7535\u4fe1\u548c\u6709\u7ebf\u7535\u89c6\/MSO\u670d\u52a1\u63d0\u4f9b\u5546\uff0c\u4ee5\u53ca\u4f01\u4e1a\u3001\u653f\u5e9c\u7f51\u7edc\u3002<br>  <\/li>\n\n\n\n<li><strong>\u4e91\u4e0eAI\u9a71\u52a8\u7684\u6d41\u91cf\u589e\u957f\u3002<\/strong>\u8be5\u516c\u53f8\u7b2c\u56db\u5b63\u5ea6\u6536\u76ca\u8d85\u51fa\u534e\u5c14\u8857\u9884\u671f\uff0c\u5f3a\u52b2\u7684\u6536\u5165\u548c\u8ba2\u5355\u6d41\u7a81\u663e\u4e86\u4e91\u548cAI\u9a71\u52a8\u5e26\u5bbd\u9700\u6c42\u7684\u589e\u957f\u3002\u968f\u7740AI\u5728\u672a\u6765\u4e00\u5e74\u4ecd\u662f\u6838\u5fc3\u7126\u70b9\uff0cCiena Corp.\u6709\u671b\u5145\u5206\u5229\u7528\u8fd9\u4e00\u8d8b\u52bf\uff0c\u63a8\u52a8\u6536\u5165\u52a0\u901f\u589e\u957f\u548c\u5e02\u573a\u4efd\u989d\u6269\u5927\u3002\u4f5c\u4e3a\u7f51\u7edc\u7cfb\u7edf\u548c\u8f6f\u4ef6\u670d\u52a1\u7684\u9886\u5148\u63d0\u4f9b\u5546\uff0cCiena\u5c06\u4eceAI\u76f8\u5173\u6d41\u91cf\u7684\u9884\u671f\u6fc0\u589e\u4e2d\u663e\u8457\u53d7\u76ca\u3002\u5176\u5728\u5149\u7f51\u7edc\u8bbe\u5907\u65b9\u9762\u7684\u4e13\u4e1a\u77e5\u8bc6\u2014\u2014\u5229\u7528\u5149\u5b9e\u73b0\u9ad8\u901f\u957f\u8ddd\u79bb\u6570\u636e\u4f20\u8f93\uff0c\u662f\u73b0\u4ee3\u7535\u4fe1\u7684\u652f\u67f1\uff0c\u901f\u5ea6\u548c\u53ef\u9760\u6027\u81f3\u5173\u91cd\u8981\u2014\u2014\u5c06\u6210\u4e3a\u5173\u952e\u5dee\u5f02\u5316\u4f18\u52bf\u3002\u6b64\u5916\uff0cCiena\u5148\u8fdb\u76841.6 Tb\/s\u548c800G\u76f8\u5e72Coherent-Lite\u53ef\u63d2\u62d4\u89e3\u51b3\u65b9\u6848\uff0c\u65e8\u5728\u5e2e\u52a9\u4e91\u548c\u6570\u636e\u4e2d\u5fc3\u63d0\u4f9b\u5546\u5e94\u5bf9\u4e91\u3001\u673a\u5668\u5b66\u4e60\u548cAI\u6d41\u91cf\u7684\u6307\u6570\u7ea7\u589e\u957f\u3002\u968f\u7740Stargate AI\u6570\u636e\u4e2d\u5fc3\u7b49\u91cd\u5927\u9879\u76ee\u53ca\u5176\u4ed6\u5927\u89c4\u6a21\u6570\u636e\u4e2d\u5fc3\u8ba1\u5212\u7684\u63a8\u8fdb\uff0cCiena\u7684\u5149\u7f51\u7edc\u8bbe\u5907\u548c\u5e93\u5b58\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u9700\u6c42\u6709\u671b\u589e\u52a0\uff0c\u4ece\u800c\u7b80\u5316\u5ba2\u6237\u8fd0\u8425\u3002\u5728\u4e91\u5ba2\u6237\u548c\u7535\u4fe1\u8fd0\u8425\u5546\u5927\u91cf\u6295\u8d44\u7684\u652f\u6301\u4e0b\uff0cCiena\u7684\u589e\u957f\u524d\u666f\u4f9d\u7136\u5f3a\u52b2\uff0c\u5de9\u56fa\u4e86\u5176\u5728AI\u548c\u4e91\u57fa\u7840\u8bbe\u65bd\u9886\u57df\u7684\u5173\u952e\u5730\u4f4d\u3002<br>  <\/li>\n\n\n\n<li><strong>\u83b7\u5f97\u65b0\u5b9a\u671f\u8d37\u6b3e\u3002<\/strong>Ciena Corporation\u901a\u8fc7\u4e00\u7b142030\u5e7410\u6708\u5230\u671f\u768411.6\u4ebf\u7f8e\u5143\u8d37\u6b3e\u5bf9\u5176\u73b0\u6709\u9ad8\u7ea7\u62c5\u4fdd\u5b9a\u671f\u8d37\u6b3e\u8fdb\u884c\u4e86\u518d\u878d\u8d44\u3002\u65b0\u8d37\u6b3e\u6240\u5f97\u6b3e\u9879\u53ca\u73b0\u91d1\u7528\u4e8e\u5168\u989d\u507f\u8fd8\u4e4b\u524d\u7684\u8d37\u6b3e\u3002\u8be5\u8d37\u6b3e\u5177\u6709\u5b63\u5ea6\u5206\u671f\u4ed8\u6b3e\u3001\u57fa\u4e8eSOFR\u7684\u5229\u7387\u4ee5\u53ca\u63d0\u524d\u8fd8\u6b3e\u9009\u9879\u3002\u6b64\u6b21\u518d\u878d\u8d44\u65e8\u5728\u4f18\u5316Ciena\u7684\u8d44\u672c\u7ed3\u6784\uff0c\u589e\u5f3a\u8d22\u52a1\u7075\u6d3b\u6027\uff0c\u540c\u65f6\u4fdd\u6301\u4e0e\u5148\u524d\u534f\u8bae\u4e00\u81f4\u7684\u6761\u6b3e\u3002<br>  <\/li>\n\n\n\n<li><strong>\u5b9e\u73b0\u8fde\u63a5\u91cc\u7a0b\u7891\u3002<\/strong>Southern Cross Cable Limited\u901a\u8fc7\u5728\u517613,500\u516c\u91cc\u7684\u8de8\u592a\u5e73\u6d0b\u7f51\u7edc\u4e2d\u90e8\u7f72\u5168\u7403\u9996\u4e2a1 Tb\/s\u5355\u8f7d\u6ce2\u6ce2\u957f\uff0c\u5b9e\u73b0\u4e86\u91cd\u8981\u91cc\u7a0b\u7891\uff0c\u8be5\u6280\u672f\u91c7\u7528\u4e86Ciena\u7684\u5c16\u7aefWaveLogic 6 Extreme\uff08WL6e\uff09\u76f8\u5e72\u5149\u5b66\u6280\u672f\u3002\u8fd9\u4e00\u7a81\u7834\u6027\u6210\u5c31\u5f70\u663e\u4e86Ciena\u6280\u672f\u5728\u6ee1\u8db3\u5f53\u4eca\u6570\u5b57\u4e16\u754c\u6fc0\u589e\u9700\u6c42\u65b9\u9762\u7684\u5353\u8d8a\u6027\u80fd\u548c\u53ef\u6269\u5c55\u6027\u3002\u901a\u8fc7\u5229\u7528WL6e\uff0cSouthern Cross\u63d0\u5347\u4e86\u5176\u7f51\u7edc\u5bb9\u91cf\u548c\u6548\u7387\uff0c\u4f7f\u5176\u80fd\u591f\u63d0\u4f9b\u5bf9AI\u3001\u4e91\u8ba1\u7b97\u548c\u89c6\u9891\u5e94\u7528\u81f3\u5173\u91cd\u8981\u7684\u9ad8\u5e26\u5bbd\u670d\u52a1\u3002\u6b64\u6b21\u90e8\u7f72\u5c55\u793a\u4e86Ciena\u6280\u672f\u5728\u652f\u6301\u5168\u7403\u8fde\u63a5\u5e26\u5bbd\u9700\u6c42\u589e\u957f\u65b9\u9762\u7684\u5f3a\u5927\u80fd\u529b\u3002<br>  <\/li>\n\n\n\n<li><strong>24\u5e74\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u3002<\/strong>Ciena Corporation\u7684\u6536\u5165\u540c\u6bd4\u4e0b\u964d0.9%\u81f311.2\u4ebf\u7f8e\u5143\uff0c\u800c23\u5e74\u7b2c\u56db\u5b63\u5ea6\u4e3a11.3\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f2000\u4e07\u7f8e\u5143\u3002\u8be5\u5b63\u5ea6\u5b9e\u73b0\u975eGAAP\u6bcf\u80a1\u6536\u76ca0.54\u7f8e\u5143\uff0c\u4f4e\u4e8e\u9884\u671f0.11\u7f8e\u5143\u3002\u516c\u53f8\u5728\u672c\u5b63\u5ea6\u4ee5\u603b\u8ba11.32\u4ebf\u7f8e\u5143\u7684\u4ef7\u683c\u56de\u8d2d\u4e86\u7ea6210\u4e07\u80a1\u666e\u901a\u80a1\u3002\u516c\u53f8\u7ef4\u63016-8%\u7684\u957f\u671f\u6536\u5165\u590d\u5408\u5e74\u589e\u957f\u7387\u76ee\u6807\uff0c\u4e3b\u8981\u53d7\u7f51\u7edc\u89c4\u6a21\u548c\u4e91\u670d\u52a1\u63d0\u4f9b\u5546\u5e02\u573a\u589e\u957f\u7684\u63a8\u52a8\u3002<br>  <\/li>\n\n\n\n<li><strong>\u5e02\u573a\u5171\u8bc6<\/strong><\/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\/2025\/01\/word-image-60257-22.png\" alt=\"\" class=\"wp-image-60326\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-22.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-22-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1115\" height=\"558\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-23.jpeg\" alt=\"\" class=\"wp-image-60327\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-23.jpeg 1115w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-23-300x150.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-23-1024x512.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-23-768x384.jpeg 768w\" sizes=\"(max-width: 1115px) 100vw, 1115px\" \/><\/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\/2025\/01\/a-long-line-of-a-flag-description-automatically-g-20.png\" class=\"wp-image-60328\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-long-line-of-a-flag-description-automatically-g-20.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-long-line-of-a-flag-description-automatically-g-20-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-long-line-of-a-flag-description-automatically-g-20-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u535a\u901a\u516c\u53f8(AVGO US)\uff1a\u8ba2\u5355\u7c3f\u5df2\u83b7\u4fdd\u969c<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a224\uff0c\u76ee\u6807\u4ef7\uff1a250\uff0c\u6b62\u635f\u4ef7\uff1a211<\/strong><br>  <\/li>\n\n\n\n<li>\u535a\u901a\u516c\u53f8\u8bbe\u8ba1\u3001\u5f00\u53d1\u548c\u4f9b\u5e94\u534a\u5bfc\u4f53\u548c\u57fa\u7840\u8bbe\u65bd\u8f6f\u4ef6\u89e3\u51b3\u65b9\u6848\u3002 \u516c\u53f8\u63d0\u4f9b\u5b58\u50a8\u9002\u914d\u5668\u3001\u63a7\u5236\u5668\u3001\u7f51\u7edc\u5904\u7406\u5668\u3001\u8fd0\u52a8\u63a7\u5236\u7f16\u7801\u5668\u548c\u5149\u5b66\u4f20\u611f\u5668\uff0c\u4ee5\u53ca\u57fa\u7840\u8bbe\u65bd\u548c\u5b89\u5168\u8f6f\u4ef6\uff0c\u4ee5\u73b0\u4ee3\u5316\u3001\u4f18\u5316\u548c\u4fdd\u62a4\u590d\u6742\u6df7\u5408\u73af\u5883\u3002 \u535a\u901a\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002<br>  <\/li>\n\n\n\n<li><strong>\u83b7\u5f97\u4eba\u5de5\u667a\u80fd\u5e02\u573a\u4efd\u989d \u3002<\/strong>\u535a\u901a\u6b63\u5728\u5de9\u56fa\u5176\u4f5c\u4e3a\u8d85\u5927\u89c4\u6a21\u4f01\u4e1a\u5173\u952e AI \u786c\u4ef6\u5408\u4f5c\u4f19\u4f34\u7684\u5730\u4f4d\uff0c\u8fd9\u4e9b\u4f01\u4e1a\u6b63\u5728\u4ece\u82f1\u4f1f\u8fbe\u8f6c\u5411\u591a\u5143\u5316\u3002 \u5176\u9996\u5e2d\u6267\u884c\u5b98\u900f\u9732\uff0c\u4e09\u5bb6\u8d85\u5927\u89c4\u6a21\u5ba2\u6237\u8ba1\u5212\u5230 2027 \u5e74\u90e8\u7f72\u4e00\u767e\u4e07\u4e2a XPU \u96c6\u7fa4\uff0c\u53e6\u6709\u4e24\u5bb6\u6b63\u5728\u5f00\u53d1\u4e2d\u3002 \u4f5c\u4e3a\u4e3b\u8981\u7684 HBM \u4f9b\u5e94\u5546\uff0cSK \u6d77\u529b\u58eb\u6b63\u5728\u5c06 DRAM \u4ea7\u80fd\u63d0\u9ad8 70%\uff0c\u4ee5\u6ee1\u8db3\u6765\u81ea\u535a\u901a\u548c\u82f1\u4f1f\u8fbe\u7684\u6fc0\u589e\u9700\u6c42\uff0c\u91cd\u70b9\u5173\u6ce8\u5148\u8fdb\u7684 HBM3E \u6280\u672f\u3002 \u535a\u901a\u7684 AI \u9a71\u52a8\u534a\u5bfc\u4f53\u6536\u5165\u5728 2024 \u5e74\u8fbe\u5230 301 \u4ebf\u7f8e\u5143\uff0c\u53cd\u6620\u51fa AI \u6536\u5165\u540c\u6bd4\u589e\u957f 220%\uff0c\u51f8\u663e\u4e86\u5176\u5728 AI \u82af\u7247\u521b\u65b0\u9886\u57df\u4e0d\u65ad\u589e\u957f\u7684\u5f71\u54cd\u529b\u3002<br>  <\/li>\n\n\n\n<li><strong>\u6301\u7eed\u521b\u65b0\u3002 <\/strong>\u535a\u901a\u63a8\u51fa\u4e86 Brocade G710\uff0c\u8fd9\u662f\u4e00\u6b3e\u4e13\u4e3a\u4e2d\u5c0f\u578b\u4f01\u4e1a\u8bbe\u8ba1\u7684 24 \u7aef\u53e3 64G \u5149\u7ea4\u901a\u9053 SAN \u4ea4\u6362\u673a\u3002 \u5b83\u5177\u6709\u4f4e\u5ef6\u8fdf (460 ns)\u3001\u9ad8\u80fd\u6548 (65W) \u548c 8 \u81f3 24 \u7aef\u53e3\u7684\u53ef\u6269\u5c55\u6027\u3002 \u4e3b\u8981\u7279\u70b9\u5305\u62ec\u7f51\u7edc\u5f39\u6027\u67b6\u6784\u3001\u81ea\u4e3b\u81ea\u6108\u80fd\u529b\u548c\u516d\u4e2a\u4e5d (99.9999%) \u7684\u53ef\u9760\u6027\u3002 G710 \u901a\u8fc7\u7f51\u7edc\u9694\u79bb\u548c\u4fe1\u4efb\u6839\u9a8c\u8bc1\u786e\u4fdd\u5f3a\u5927\u7684\u6570\u636e\u5b89\u5168\u6027\u3002 \u51ed\u501f\u7ec8\u8eab\u8d28\u4fdd\uff0c\u5b83\u63d0\u4f9b 24\/7 \u652f\u6301\u3001\u56fa\u4ef6\u66f4\u65b0\u548c\u5b89\u5168\u8865\u4e01\uff0c\u4e3a\u9ad8\u6027\u80fd\u3001\u5b89\u5168\u3001\u53ef\u9760\u7684\u6570\u636e\u4e2d\u5fc3\u63d0\u4f9b\u7ecf\u6d4e\u9ad8\u6548\u7684\u89e3\u51b3\u65b9\u6848\u3002<br>  <\/li>\n\n\n\n<li><strong>\u6570\u636e\u4e2d\u5fc3\u589e\u957f\u524d\u666f\u3002 <\/strong>\u6839\u636e\u4ef2\u91cf\u8054\u884c (JLL) \u7684\u6570\u636e\uff0c\u9884\u8ba1 2025 \u5e74\u5168\u7403\u6570\u636e\u4e2d\u5fc3\u9700\u6c42\u5c06\u98d9\u5347\uff0c\u9884\u8ba1\u5c06\u6709 10GW \u7684\u5bb9\u91cf\u7834\u571f\u52a8\u5de5\uff0c\u5e76\u9884\u8ba1\u5c06\u5b8c\u6210 7GW \u7684\u5bb9\u91cf\u3002 \u7531\u4eba\u5de5\u667a\u80fd\u548c\u534a\u5bfc\u4f53\u8fdb\u6b65\u63a8\u52a8\u7684\u5e02\u573a\u589e\u957f\u9884\u8ba1\u5728 2027 \u5e74\u4e4b\u524d\u8fbe\u5230 15%-20% \u7684\u590d\u5408\u5e74\u589e\u957f\u7387\u3002 AI \u5de5\u4f5c\u8d1f\u8f7d\u63a8\u52a8\u4e86\u66f4\u9ad8\u7684\u529f\u7387\u5bc6\u5ea6\uff0c\u82af\u7247\u529f\u7387\u8fbe\u5230\u6bcf\u673a\u67b6 250kW\uff0c\u5c3d\u7ba1\u4f20\u7edf\u5de5\u4f5c\u8d1f\u8f7d\u4ecd\u5c06\u5360\u4e3b\u5bfc\u5730\u4f4d\uff0c\u5230 2030 \u5e74\u5c06\u5360\u9700\u6c42\u7684 50% \u4ee5\u4e0a\u3002 \u62dc\u767b\u653f\u5e9c\u4f18\u5148\u8003\u8651\u6570\u636e\u4e2d\u5fc3\u7684\u53d1\u5c55\uff0c\u5141\u8bb8\u79df\u8d41\u56fd\u9632\u90e8\u548c\u80fd\u6e90\u90e8\u7684\u5730\u70b9\u7528\u4e8e\u5343\u5146\u74e6\u7ea7 AI \u9879\u76ee\u3002 \u5f00\u53d1\u5546\u9700\u8981\u6574\u5408\u8db3\u591f\u6e05\u6d01\u80fd\u6e90\u8d44\u6e90\u6765\u6ee1\u8db3\u8fd9\u4e9b\u8bbe\u65bd\u7684\u7535\u529b\u9700\u6c42\u3002 \u6b64\u5916\uff0c\u4e00\u5bb6\u8d85\u5927\u89c4\u6a21\u4f01\u4e1a\u8ba1\u5212\u5728\u7f8e\u56fd\u5efa\u7acb 20 \u4e2a\u8fb9\u7f18\u6570\u636e\u4e2d\u5fc3\uff0c\u4ee5\u964d\u4f4e\u5ef6\u8fdf\u5e76\u63d0\u9ad8\u5197\u4f59\u6027\u3002 \u5728\u5168\u7403\u8303\u56f4\u5185\uff0c\u897f\u73ed\u7259\u5c06\u901a\u8fc7\u516c\u79c1\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u5f00\u53d1\u4e24\u4e2a\u5343\u5146\u74e6\u7ea7\u56ed\u533a\uff0c\u800c Aligned Data Centers \u5df2\u7b79\u96c6 120 \u4ebf\u7f8e\u5143\u7528\u4e8e\u8d44\u52a9\u5176\u6269\u5f20\u3002 \u9ea6\u683c\u7406\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u5c06\u5411 Applied Digital \u6295\u8d44 50 \u4ebf\u7f8e\u5143\uff0c\u652f\u6301\u5176 AI \u548c HPC \u8bbe\u65bd\u3002 \u535a\u901a\u6709\u671b\u4ece\u8fd9\u4e00\u589e\u957f\u4e2d\u53d7\u76ca\uff0c\u63d0\u4f9b\u4f18\u5316\u670d\u52a1\u5668\u901f\u5ea6\u3001\u6b63\u5e38\u8fd0\u884c\u65f6\u95f4\u548c\u5b58\u50a8\u8fde\u63a5\u7684\u89e3\u51b3\u65b9\u6848\uff0c\u964d\u4f4e\u8d85\u5927\u89c4\u6a21\u90e8\u7f72\u7684\u6210\u672c\u548c\u590d\u6742\u6027\u3002 \u968f\u7740\u5168\u7403\u6570\u636e\u4e2d\u5fc3\u6269\u5f20\u52a0\u901f\uff0c\u8fd9\u4e9b\u53d1\u5c55\u53ef\u80fd\u4f1a\u63a8\u52a8\u5176\u57fa\u7840\u8bbe\u65bd\u8f6f\u4ef6\u6536\u5165\u589e\u957f\u3002<br>  <\/li>\n\n\n\n<li><strong>24\u5e74\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u3002 <\/strong>\u535a\u901a 2024 \u5e74\u7b2c\u56db\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957f 51% \u81f3 140.54 \u4ebf\u7f8e\u5143\uff0c\u800c 202\u5e74\u7b2c\u56db\u5b63\u5ea6\u4e3a 92.95 \u4ebf\u7f8e\u5143\uff0c\u8fd9\u662f\u7531\u4e8e VMware \u6210\u529f\u6574\u5408\u548c AI \u6536\u5165\u589e\u957f\u6240\u81f4\u3002 \u8be5\u5b63\u5ea6\u5b9e\u73b0 GAAP \u51c0\u6536\u5165 43.24 \u4ebf\u7f8e\u5143\u548c\u975e GAAP \u51c0\u6536\u5165 69.65 \u4ebf\u7f8e\u5143\u3002 GAAP \u7a00\u91ca\u6bcf\u80a1\u6536\u76ca\u4e3a 0.90 \u7f8e\u5143\uff0c\u975e GAAP \u7a00\u91ca\u6bcf\u80a1\u6536\u76ca\u4e3a 1.42 \u7f8e\u5143\u3002 \u516c\u53f8\u8fd8\u5ba3\u5e03\u5c06\u5b63\u5ea6\u666e\u901a\u80a1\u80a1\u606f\u540c\u6bd4\u63d0\u9ad8 11% \u81f3\u6bcf\u80a1 0.59 \u7f8e\u5143\u3002 \u5c55\u671b\u672a\u6765\uff0c\u535a\u901a\u9884\u8ba1 2025 \u5e74\u7b2c\u4e00\u5b63\u5ea6\u6536\u5165\u7ea6\u4e3a 146 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f 22%\uff0c\u9884\u8ba1\u8c03\u6574\u540e EBITDA \u7ea6\u4e3a\u9884\u8ba1\u6536\u5165\u7684 66%\u3002<br>  <\/li>\n\n\n\n<li><strong>\u5e02\u573a\u5171\u8bc6<\/strong><\/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\/2025\/01\/a-blue-and-white-rectangular-object-with-numbers-13.png\" alt=\"A blue and white rectangular object with numbers\n\nDescription automatically generated\" class=\"wp-image-60329\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-blue-and-white-rectangular-object-with-numbers-13.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-blue-and-white-rectangular-object-with-numbers-13-300x64.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\/2025\/01\/a-graph-on-a-white-background-description-automat-13.jpeg\" alt=\"A graph on a white background\n\nDescription automatically generated\" class=\"wp-image-60330\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-on-a-white-background-description-automat-13.jpeg 1556w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-on-a-white-background-description-automat-13-300x115.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-on-a-white-background-description-automat-13-1024x393.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-on-a-white-background-description-automat-13-768x295.jpeg 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-on-a-white-background-description-automat-13-1536x589.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<p class=\"wp-block-paragraph\">\n   \n<a id=\"post-60257-_Hlt181111973\"><\/a><a id=\"post-60257-_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-60257-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-27.png\" class=\"wp-image-60331\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-27.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-27-300x64.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\/2025\/01\/word-image-60257-28.png\" alt=\"\" class=\"wp-image-60332\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-28.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60257-28-300x62.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 3M Co (MMM US) at US$146, Intuitive Surgical Inc (ISRG US) at US$600 and ISOTeam Ltd (ISO SP) at S$0.061. Add Aluminium Corp of China (2600 HK) at HK$4.8.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"494\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-screenshot-of-a-data-sheet-description-automati-1.png\" alt=\"A screenshot of a data sheet\n\nDescription automatically generated\" class=\"wp-image-60333\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-screenshot-of-a-data-sheet-description-automati-1.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-screenshot-of-a-data-sheet-description-automati-1-300x157.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-screenshot-of-a-data-sheet-description-automati-1-768x402.png 768w\" sizes=\"(max-width: 943px) 100vw, 943px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-56591-_tiry8p5xvcqk\"><\/a><\/h3>\n\n\n\n<div class=\"wp-block-uagb-image alignleft uagb-block-971ecb1b wp-block-uagb-image--layout-default wp-block-uagb-image--effect-static wp-block-uagb-image--align-left\"><figure class=\"wp-block-uagb-image__figure\"><a class=\"\" href=\"https:\/\/www.kgieworld.sg\/research\/KGISGWA\" target=\"\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/Get-more-from-KGI-on-WhatsApp.png ,https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/Get-more-from-KGI-on-WhatsApp.png 780w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/Get-more-from-KGI-on-WhatsApp.png 360w\" sizes=\"auto, (max-width: 480px) 150px\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/Get-more-from-KGI-on-WhatsApp.png\" alt=\"\" class=\"uag-image-59753\" width=\"637\" height=\"174\" title=\"Get more from KGI on WhatsApp.\" loading=\"lazy\" role=\"img\"\/><\/a><\/figure><\/div>\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 Wee Hur Holdings Ltd (WHUR SP)\uff1a\u6218\u7565\u91cd\u65b0\u5b9a\u4f4d (Source: Bloomberg) \u552f\u6676\u79d1\u6280 (WKS SP)\uff1a\u5e76\u8d2d\u6218\u7565\u6301\u7eed\u63a8\u52a8 (Source: Bloomberg) \u4e2d\u570b\u4eba\u6c11\u4fdd\u96aa\u96c6\u5718 (1339 HK)\uff1a\u65b0\u7684\u523a\u6fc0\u63aa\u65bd (Source: Bloomberg) \u817e\u8baf (700 HK)\uff1a\u672a\u6765\u5c06\u7ee7\u7eed\u589e\u957f (Source: Bloomberg) Ciena Corporation (CIEN US)\uff1a\u4e3b\u5bfc\u5149\u7f51\u7edc\u9886\u57df (Source: Bloomberg) \u535a\u901a\u516c\u53f8(AVGO US)\uff1a\u8ba2\u5355\u7c3f\u5df2\u83b7\u4fdd\u969c (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: [&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-60257","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-kgi-daily-trading-ideas-chinese"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.8 - aioseo.com -->\n\t<meta name=\"description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Take profit on 3M Co (MMM US) at US$146, Intuitive Surgical Inc (ISRG US) at US$600 and ISOTeam Ltd (ISO SP) at S$0.061.\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Jiong Han Lee\"\/>\n\t<meta name=\"keywords\" content=\"kgi daily trading ideas (chinese)\" \/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-24-jan-2025-zh\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO (AIOSEO) 4.9.8\" \/>\n\t\t<meta property=\"og:locale\" content=\"en_US\" \/>\n\t\t<meta property=\"og:site_name\" content=\"KGI Singapore Research \u2022 Singapore&#039;s leading broker offering Futures, FX, Equities and Wealth Management.\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"2025\u5e741\u670824\u65e5: Wee Hur Holdings Ltd (WHUR SP), \u4e2d\u570b\u4eba\u6c11\u4fdd\u96aa\u96c6\u5718 (1339 HK), Ciena Corporation (CIEN US) \u2022 KGI Singapore Research\" \/>\n\t\t<meta property=\"og:description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Take profit on 3M Co (MMM US) at US$146, Intuitive Surgical Inc (ISRG US) at US$600 and ISOTeam Ltd (ISO SP) at S$0.061.\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-24-jan-2025-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=\"2025-01-23T15:48:47+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2025-01-24T02:06:34+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2025\u5e741\u670824\u65e5: Wee Hur Holdings Ltd (WHUR SP), \u4e2d\u570b\u4eba\u6c11\u4fdd\u96aa\u96c6\u5718 (1339 HK), Ciena Corporation (CIEN US) \u2022 KGI Singapore Research\" \/>\n\t\t<meta name=\"twitter:description\" 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