{"id":60578,"date":"2025-01-31T06:56:23","date_gmt":"2025-01-30T22:56:23","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=60578"},"modified":"2025-01-31T10:33:42","modified_gmt":"2025-01-31T02:33:42","slug":"kgi-daily-trading-ideas-31-jan-2025-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-31-jan-2025-zh\/","title":{"rendered":"2025\u5e741\u670831\u65e5: \u65b0\u52a0\u5761\u7535\u4fe1(ST SP), NuScale Power\u516c\u53f8 (SMR 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-60578-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"939\" height=\"423\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/image-45.png\" alt=\"\" class=\"wp-image-60654\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/image-45.png 939w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/image-45-300x135.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/image-45-768x346.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 decoding=\"async\" width=\"939\" height=\"241\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/image-46.png\" alt=\"\" class=\"wp-image-60655\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/image-46.png 939w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/image-46-300x77.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/image-46-768x197.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-47.png\" alt=\"\" class=\"wp-image-60656\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/image-47.png 939w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/image-47-300x92.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/image-47-768x236.png 768w\" sizes=\"(max-width: 939px) 100vw, 939px\" \/><\/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-60578-6.png\" alt=\"\" class=\"wp-image-60614\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-6.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-6-300x64.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-60578-_7c2gwybbbr90\"><\/a><\/h1>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-60578-_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-60578-7.png\" class=\"wp-image-60615\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-7.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-7-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u65b0\u52a0\u5761\u7535\u4fe1(ST SP)\uff1a\u4eba\u5de5\u667a\u80fd\u8fdb\u4e00\u6b65\u878d\u5408<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a3.24\uff0c\u76ee\u6807\u4ef7\uff1a3.50\uff0c\u6b62\u635f\u4ef7\uff1a3.11<\/strong><br>  <\/li>\n\n\n\n<li>\u65b0\u52a0\u5761\u7535\u4fe1\u6709\u9650\u516c\u53f8 (Singtel) \u65e0\u7ebf\u7535\u4fe1\u670d\u52a1\u3002\u516c\u53f8\u63d0\u4f9b\u591a\u79cd\u670d\u52a1\uff0c\u5305\u62ec\u56fa\u5b9a\u7535\u8bdd\u3001\u79fb\u52a8\u901a\u4fe1\u3001\u6570\u636e\u3001\u4e92\u8054\u7f51\u3001\u7535\u89c6\u548c\u6570\u5b57\u89e3\u51b3\u65b9\u6848\u3002\u65b0\u52a0\u5761\u7535\u4fe1\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002<br>  <\/li>\n\n\n\n<li><strong>\u62d3\u5c55\u4eba\u5de5\u667a\u80fd (AI) \u5e94\u7528\u3002<\/strong>Singtel \u63a8\u51fa\u4e86 Perplexity Pro \u7684\u514d\u8d39\u4f7f\u7528\u6743\uff0c\u4f5c\u4e3a\u5176\u6218\u7565\u8ba1\u5212\u7684\u4e00\u90e8\u5206\uff0c\u65e8\u5728\u666e\u53ca AI \u5de5\u5177\u5e76\u63d0\u5347\u5ba2\u6237\u53c2\u4e0e\u5ea6\u3002\u8fd9\u9879\u4e3a\u671f\u4e00\u5e74\u7684\u8ba2\u9605\u670d\u52a1\u901a\u5e38\u4ef7\u503c 270 \u65b0\u5143\uff0c\u73b0\u5728\u9762\u5411\u6240\u6709 Singtel \u5bbd\u5e26\u3001\u79fb\u52a8\u548c\u7535\u89c6\u7528\u6237\u514d\u8d39\u63d0\u4f9b\u3002\u8fd9\u4e00\u4e3e\u63aa\u5c06 Singtel \u5b9a\u4f4d\u4e3a\u4e3b\u6d41 AI \u5e94\u7528\u7684\u5165\u53e3\uff0c\u5c24\u5176\u9488\u5bf9\u5bf9\u751f\u6210\u5f0f AI \u611f\u5174\u8da3\u4f46\u5c1a\u672a\u5c06\u5176\u878d\u5165\u65e5\u5e38\u751f\u6d3b\u7684\u7528\u6237\u3002\u5c3d\u7ba1\u4e00\u4e9b\u65e9\u671f\u91c7\u7528\u8005\u5df2\u7ecf\u5728\u4f7f\u7528 ChatGPT \u6216 Claude\uff0c\u4f46\u8bb8\u591a\u7528\u6237\u4ecd\u5bf9\u72ec\u7acb\u7684 AI \u5e94\u7528\u7a0b\u5e8f\u6301\u89c2\u671b\u6001\u5ea6\u3002\u901a\u8fc7\u6346\u7ed1\u63d0\u4f9b Perplexity Pro\uff0cSingtel \u6d88\u9664\u4e86\u4f7f\u7528\u969c\u788d\uff0c\u4e3a\u7528\u6237\u63a2\u7d22 AI \u7684\u6f5c\u529b\u63d0\u4f9b\u4e86\u65e0\u98ce\u9669\u7684\u673a\u4f1a\u3002\u8fd9\u4e00\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u7a81\u663e\u4e86 Singtel \u5728\u5229\u7528 AI \u589e\u5f3a\u5ba2\u6237\u5fe0\u8bda\u5ea6\u548c\u63d0\u5347\u670d\u52a1\u4ef7\u503c\u65b9\u9762\u7684\u72ec\u7279\u4f18\u52bf\u3002<br>  <\/li>\n\n\n\n<li><strong>\u901a\u8fc7\u8425\u9500\u52a0\u5f3a\u672c\u5730\u8054\u7cfb\u3002<\/strong>Singtel \u53d1\u5e03\u4e86\u4e00\u90e8\u65b0\u5f71\u7247\uff0c\u5e86\u795d\u6280\u672f\u7684\u6f14\u53d8\u53ca\u5176\u5728\u4e30\u5bcc\u751f\u6d3b\u4e2d\u7684\u4f5c\u7528\uff0c\u5e76\u7a81\u51fa\u4e86\u5176 10Gbps \u5bbd\u5e26\u670d\u52a1\u7684\u5f3a\u5927\u6027\u80fd\u3002\u8fd9\u90e8\u540d\u4e3a\u300a\u8d70\u5eca\u300b(The Corridor) \u7684 90 \u79d2\u5f71\u7247\uff0c\u5e26\u9886\u89c2\u4f17\u4ece\u62e8\u53f7\u8c03\u5236\u89e3\u8c03\u5668\u548c\u5bfb\u547c\u673a\u7684\u65f6\u4ee3\uff0c\u56de\u987e\u81f3\u5f53\u4eca\u7684\u8d85\u9ad8\u901f\u5bbd\u5e26\u65f6\u4ee3\u3002\u5f71\u7247\u5c55\u793a\u4e86 Singtel \u5982\u4f55\u59cb\u7ec8\u8fde\u63a5\u8ddd\u79bb\uff0c\u52a0\u5f3a\u5bb6\u5ead\u548c\u793e\u533a\u4e4b\u95f4\u7684\u8054\u7cfb\u3002\u5f71\u7247\u4e2d\u8fd8\u5448\u73b0\u4e86\u5bcc\u6709\u4eb2\u548c\u529b\u7684\u89d2\u8272\uff0c\u7a81\u51fa\u4e86\u6280\u672f\u5982\u4f55\u8d4b\u80fd\u5404\u7c7b\u4eba\u7fa4\uff0c\u4ece\u5c0f\u4f01\u4e1a\u4e3b\u5230\u5f31\u52bf\u7fa4\u4f53\u3002\u5f71\u7247\u540c\u65f6\u662f Singtel \u6625\u8282\u7279\u522b\u4fc3\u9500\u6d3b\u52a8\u7684\u4e00\u90e8\u5206\uff0c\u63a8\u5e7f\u5176 10Gbps \u5bbd\u5e26\u8ba1\u5212\u2014\u2014\u65b0\u52a0\u5761\u6700\u5feb\u7684\u5bb6\u5ead\u5bbd\u5e26\u670d\u52a1\uff0c\u8fdb\u4e00\u6b65\u5de9\u56fa Singtel \u4f5c\u4e3a\u65e5\u5e38\u751f\u6d3b\u4e2d\u503c\u5f97\u4fe1\u8d56\u7684\u6280\u672f\u5408\u4f5c\u4f19\u4f34\u7684\u5730\u4f4d\u3002<br>  <\/li>\n\n\n\n<li><strong>\u4e0e DSTA \u548c HTX \u7684\u5408\u4f5c\u3002<\/strong>Singtel \u5ba3\u5e03\u4e0e\u65b0\u52a0\u5761\u56fd\u9632\u79d1\u6280\u5c40 (DSTA) \u548c\u5185\u653f\u56e2\u961f\u79d1\u6280\u5c40 (HTX) \u5408\u4f5c\uff0c\u5b9e\u65bd 5G \u7f51\u7edc\u5207\u7247\u6280\u672f\uff0c\u4ee5\u589e\u5f3a\u65b0\u52a0\u5761\u7684\u56fd\u9632\u548c\u5b89\u5168\u80fd\u529b\u3002\u8be5\u5b9a\u5236\u5316\u89e3\u51b3\u65b9\u6848\u5229\u7528 Singtel \u7684 5G \u7f51\u7edc\uff0c\u63d0\u4f9b\u9ad8\u901f\u8fde\u63a5\u3001\u4f4e\u5ef6\u8fdf\u548c\u4e13\u7528\u5e26\u5bbd\uff0c\u4ece\u800c\u652f\u6301\u90e8\u7f72\u81ea\u52a8\u9a7e\u9a76\u8f66\u8f86\u3001\u673a\u5668\u4eba\u548c\u4eba\u5de5\u667a\u80fd (AI)\u3002\u540c\u65f6\uff0c\u8be5\u6280\u672f\u8fd8\u80fd\u9ad8\u6548\u3001\u5b89\u5168\u5730\u5206\u6790\u6d77\u91cf\u6570\u636e\uff0c\u5e2e\u52a9\u5e94\u6025\u54cd\u5e94\u4eba\u5458\u66f4\u5feb\u3001\u66f4\u660e\u667a\u5730\u51b3\u7b56\u5e76\u8fc5\u901f\u91c7\u53d6\u884c\u52a8\u3002\u8fd9\u4e00\u5408\u4f5c\u5efa\u7acb\u5728 2024 \u5e74 7 \u6708\u4e8e\u5723\u6dd8\u6c99\u5c9b\u8fdb\u884c\u7684\u6210\u529f\u8bd5\u9a8c\u57fa\u7840\u4e4b\u4e0a\uff0c\u5f53\u65f6\u4f7f\u7528 5G \u6280\u672f\u8fdb\u884c\u4e86\u89c6\u9891\u5bc6\u96c6\u578b\u4f20\u8f93\u4ee5\u53ca\u65e0\u4eba\u9a7e\u9a76\u8f66\u8f86\u548c\u65e0\u4eba\u673a\u7684\u81ea\u52a8\u5316\u63a7\u5236\u6d4b\u8bd5\u3002<br>  <\/li>\n\n\n\n<li><strong>2025\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u30022025\u8d22\u5e74\u4e0a\u534a\u5e74\uff081H25\uff09\u6536\u5165\u540c\u6bd4\u4e0b\u964d0.5%\uff0c\u81f369.9\u4ebf\u65b0\u5143\uff0c\u76f8\u8f832024\u8d22\u5e74\u4e0a\u534a\u5e74\uff081H24\uff09\u768470.3\u4ebf\u65b0\u5143\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u4e0b\u964d42.4%\uff0c\u4ece1H24\u768421.4\u4ebf\u65b0\u5143\u964d\u81f31H25\u768412.3\u4ebf\u65b0\u5143\uff0c\u4e3b\u8981\u7531\u4e8e\u53bb\u5e74\u540c\u671f\u56e0\u53d1\u884cTelkomsel\u80a1\u7968\u6574\u5408IndiHome\u6240\u4ea7\u751f\u7684\u7279\u6b8a\u6536\u76ca\u6240\u81f4\u3002\u5254\u9664\u8054\u8425\u516c\u53f8\u8d21\u732e\u7684\u606f\u7a0e\u524d\u5229\u6da6\uff08EBIT\uff09\u540c\u6bd4\u589e\u957f27.3%\uff0c\u4ece1H24\u76845.8\u4ebf\u65b0\u5143\u589e\u81f31H25\u76847.38\u4ebf\u65b0\u5143\uff0c\u8fd9\u4e3b\u8981\u5f97\u76ca\u4e8eOptus\u548cNCS\u7684\u9a71\u52a8\u3002<\/strong><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-60616\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-8.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-8.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-8-300x64.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=\"1094\" height=\"575\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-9.jpeg\" alt=\"\" class=\"wp-image-60617\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-9.jpeg 1094w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-9-300x158.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-9-1024x538.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-9-768x404.jpeg 768w\" sizes=\"(max-width: 1094px) 100vw, 1094px\" \/><\/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-24.png\" class=\"wp-image-60618\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-long-line-of-a-white-background-description-aut-24.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-long-line-of-a-white-background-description-aut-24-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/> <\/strong><\/h2>\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>\u91cd\u7533\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-60619\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-blue-and-white-rectangular-object-with-white-tex-11.png\" alt=\"A blue and white rectangular object with white text\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-blue-and-white-rectangular-object-with-white-tex-11.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-blue-and-white-rectangular-object-with-white-tex-11-300x64.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\/a-graph-of-a-stock-market-description-automatical-10.jpeg\" alt=\"A graph of a stock market\n\nDescription automatically generated\" class=\"wp-image-60620\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-of-a-stock-market-description-automatical-10.jpeg 1115w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-of-a-stock-market-description-automatical-10-300x150.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-of-a-stock-market-description-automatical-10-1024x512.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-of-a-stock-market-description-automatical-10-768x384.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\" class=\"wp-image-60621\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-13.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-13.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-13-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-60578-_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-60578-21.png\" class=\"wp-image-60629\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-21.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-21-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-21-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>NuScale Power\u516c\u53f8 (SMR US)\uff1a\u6ee1\u8db3\u80fd\u6e90\u9700\u6c42<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a21\uff0c\u76ee\u6807\u4ef7\uff1a25\uff0c\u6b62\u635f\u4ef7\uff1a19<\/strong><br>  <\/li>\n\n\n\n<li>NuScale Power Corporation\u662f\u4e00\u5bb6\u5c0f\u578b\u6a21\u5757\u5316\u53cd\u5e94\u5806\uff08SMR\uff09\u6280\u672f\u516c\u53f8\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u53ef\u6269\u5c55\u7684\u5148\u8fdb\u6838\u6280\u672f\uff0c\u7528\u4e8e\u7535\u529b\u3001\u70ed\u80fd\u548c\u6e05\u6d01\u6c34\u7684\u751f\u4ea7\u3002NuScale Power\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002<br>  <\/li>\n\n\n\n<li><strong>\u7535\u529b\u9700\u6c42\u6fc0\u589e\u3002<\/strong>\u56fd\u9645\u80fd\u6e90\u7f72\uff08IEA\uff09\u9884\u8ba1\uff0c\u7531\u4e8e\u7535\u52a8\u8f66\u3001\u6570\u636e\u4e2d\u5fc3\u548c\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u7b49\u6280\u672f\u8fdb\u6b65\uff0c\u5168\u7403\u7535\u529b\u9700\u6c42\u5c06\u663e\u8457\u4e0a\u5347\u3002\u4e3a\u4e86\u6ee1\u8db3\u8fd9\u4e00\u9700\u6c42\uff0c\u4f4e\u6392\u653e\u80fd\u6e90\u7684\u8f6c\u578b\u52bf\u5728\u5fc5\u884c\uff0c\u800c\u6838\u80fd\u6210\u4e3a\u7126\u70b9\u3002NuScale Power Corporation\u6b63\u5904\u4e8e\u6ee1\u8db3\u8fd9\u4e00\u589e\u957f\u9700\u6c42\u7684\u6709\u5229\u5730\u4f4d\u3002\u5176VOYGR\u2122 SMR\u7535\u5382\u91c7\u7528\u6a21\u5757\u5316\u8bbe\u8ba1\uff0c\u6700\u9ad8\u53ef\u751f\u6210924 MWe\u7535\u529b\uff0c\u63d0\u4f9b\u6ee1\u8db3\u591a\u6837\u5316\u80fd\u6e90\u9700\u6c42\u7684\u53ef\u6269\u5c55\u89e3\u51b3\u65b9\u6848\u3002\u8fd9\u4e9b\u53cd\u5e94\u5806\u5728\u5de5\u5382\u5185\u5efa\u9020\uff0c\u8f83\u4f20\u7edf\u5927\u578b\u53cd\u5e94\u5806\u90e8\u7f72\u66f4\u5feb\u4e14\u6210\u672c\u66f4\u4f4e\uff0c\u8fd9\u4e0eIEA\u5bf9\u6210\u672c\u6548\u76ca\u6838\u80fd\u6269\u5f20\u7684\u547c\u5401\u76f8\u5951\u5408\u3002NuScale\u7684\u5168\u7403\u4e1a\u52a1\u4e5f\u5728\u6269\u5c55\uff0c\u4f8b\u5982\u5176\u4e0e\u52a0\u7eb3\u8fbe\u6210\u534f\u8bae\uff0c\u5efa\u8bbe\u4e00\u5ea7VOYGR-12 SMR\u9879\u76ee\u3002\u8fd9\u4e00\u9879\u76ee\u7a81\u663e\u4e86\u521b\u65b0\u6838\u6280\u672f\u5728\u652f\u6301\u80fd\u6e90\u9700\u6c42\u589e\u957f\u548c\u5168\u7403\u8131\u78b3\u52aa\u529b\u4e2d\u7684\u65e5\u76ca\u9700\u6c42\u3002\u5728\u653f\u5e9c\u548c\u884c\u4e1a\u5bfb\u6c42\u53ef\u9760\u4e14\u53ef\u6301\u7eed\u7684\u80fd\u6e90\u6765\u6e90\u65f6\uff0cNuScale\u7684\u5c16\u7aefSMR\u7cfb\u7edf\u5c06\u6210\u4e3a\u91cd\u5851\u80fd\u6e90\u683c\u5c40\u7684\u5173\u952e\u89d2\u8272\u3002<br>  <\/li>\n\n\n\n<li><strong>\u4eba\u5de5\u667a\u80fd\u57fa\u7840\u8bbe\u65bd\u8ba1\u5212\u3002<\/strong>\u5168\u7403\u80fd\u6e90\u9700\u6c42\u6b63\u56e0\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u548c\u5176\u4ed6\u9ad8\u80fd\u8017\u6280\u672f\u7684\u8fdb\u6b65\u800c\u6fc0\u589e\u3002\u5305\u62ec\u7531OpenAI\u3001\u8f6f\u94f6\u3001\u7532\u9aa8\u6587\u548c\u7279\u6717\u666e\u603b\u7edf\u652f\u6301\u76845000\u4ebf\u7f8e\u5143Stargate AI\u8ba1\u5212\u5728\u5185\u7684\u5927\u89c4\u6a21\u6295\u8d44\uff0c\u51f8\u663e\u4e86\u652f\u6301AI\u9a71\u52a8\u7684\u6570\u636e\u4e2d\u5fc3\u53ca\u5176\u5728\u533b\u7597\u3001\u4ea4\u901a\u548c\u91d1\u878d\u7b49\u884c\u4e1a\u5e94\u7528\u6240\u9700\u7684\u5de8\u5927\u80fd\u91cf\u3002\u8fd9\u4e9b\u6570\u636e\u4e2d\u5fc3\u662f\u5168\u7403\u6700\u80fd\u8017\u5bc6\u96c6\u7684\u57fa\u7840\u8bbe\u65bd\u4e4b\u4e00\uff0c\u9884\u8ba1\u968f\u7740AI\u7684\u6301\u7eed\u6269\u5c55\uff0c\u5176\u80fd\u8017\u5c06\u663e\u8457\u4e0a\u5347\u3002\u4f20\u7edf\u80fd\u6e90\u6765\u6e90\u5df2\u4e0d\u8db3\u4ee5\u652f\u6301\u8fd9\u4e00\u524d\u6240\u672a\u6709\u7684\u589e\u957f\uff0c\u8fd9\u5f15\u53d1\u4e86\u5bf9\u6838\u80fd\u4f5c\u4e3a\u53ef\u9760\u4f4e\u6392\u653e\u66ff\u4ee3\u65b9\u6848\u7684\u91cd\u65b0\u5173\u6ce8\u3002\u5357\u5361\u7f57\u6765\u7eb3\u5dde\u91cd\u542f\u5176\u5927\u578b\u6838\u80fd\u9879\u76ee\u7684\u51b3\u5b9a\u8fdb\u4e00\u6b65\u8868\u660e\uff0c\u6838\u80fd\u5728\u6ee1\u8db3AI\u548c\u5176\u4ed6\u65b0\u5174\u6280\u672f\u63a8\u52a8\u7684\u80fd\u6e90\u9700\u6c42\u65b9\u9762\u7684\u91cd\u8981\u6027\u3002\u9664\u4e86AI\u5916\uff0c\u7535\u52a8\u8f66\u3001\u52a0\u5bc6\u8d27\u5e01\u6316\u77ff\u548c\u4e91\u8ba1\u7b97\u7b49\u9886\u57df\u4e5f\u52a9\u63a8\u4e86\u80fd\u6e90\u9700\u6c42\u7684\u4e0d\u65ad\u6500\u5347\uff0c\u4f7fNuScale Power Corporation\u7684\u89e3\u51b3\u65b9\u6848\u66f4\u5177\u76f8\u5173\u6027\u3002\u5728\u884c\u4e1a\u548c\u653f\u5e9c\u5bfb\u6c42\u53ef\u9760\u7535\u529b\u6765\u6e90\u4ee5\u63a8\u52a8\u6280\u672f\u8fdb\u6b65\u548c\u5b9e\u73b0\u53ef\u6301\u7eed\u53d1\u5c55\u76ee\u6807\u4e4b\u9645\uff0cNuScale\u7684SMR\u7cfb\u7edf\u6210\u4e3a\u89e3\u51b3\u672a\u6765\u80fd\u6e90\u6311\u6218\u7684\u5173\u952e\u7ec4\u4ef6\u3002<br>  <\/li>\n\n\n\n<li><strong>24\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002 <\/strong>NuScale Power Corporation\u76842024\u5e74\u7b2c\u4e09\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u4e0b\u964d93.1%\uff0c\u4ece2023\u5e74\u7b2c\u4e09\u5b63\u5ea6\u7684700\u4e07\u7f8e\u5143\u964d\u81f350\u4e07\u7f8e\u5143\uff0c\u4f4e\u4e8e\u5e02\u573a\u9884\u671f1020\u4e07\u7f8e\u5143\u3002\u8be5\u5b63\u5ea6\u516c\u53f8GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a-0.18\u7f8e\u5143\uff0c\u4f4e\u4e8e\u9884\u671f0.03\u7f8e\u5143\u3002\u7b2c\u4e09\u5b63\u5ea6\u51c0\u4e8f\u635f\u4e3a4550\u4e07\u7f8e\u5143\uff0c\u76f8\u8f83\u4e8e\u4e0a\u4e00\u5e74\u7684\u51c0\u4e8f\u635f5830\u4e07\u7f8e\u5143\u6709\u6240\u51cf\u5c11\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-60578-22.png\" alt=\"\" class=\"wp-image-60630\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-22.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-22-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1004\" height=\"558\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-23.jpeg\" alt=\"\" class=\"wp-image-60631\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-23.jpeg 1004w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-23-300x167.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-23-768x427.jpeg 768w\" sizes=\"(max-width: 1004px) 100vw, 1004px\" \/><\/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-24.png\" class=\"wp-image-60632\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-long-line-of-a-flag-description-automatically-g-24.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-long-line-of-a-flag-description-automatically-g-24-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-long-line-of-a-flag-description-automatically-g-24-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/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\uff1a80\uff0c\u76ee\u6807\u4ef7\uff1a90\uff0c\u6b62\u635f\u4ef7\uff1a75<\/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-60578-25.png\" alt=\"\" class=\"wp-image-60633\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-25.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-25-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1004\" height=\"558\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-26.jpeg\" alt=\"\" class=\"wp-image-60634\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-26.jpeg 1004w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-26-300x167.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-26-768x427.jpeg 768w\" sizes=\"(max-width: 1004px) 100vw, 1004px\" \/><\/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-60578-_Hlt181111973\"><\/a><a id=\"post-60578-_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-60578-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-27.png\" class=\"wp-image-60635\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-27.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-27-300x64.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-60578-28.png\" alt=\"\" class=\"wp-image-60636\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-28.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-28-300x62.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 KKR & Co Inc (KKR US) at US$168. Add Broadcom Inc (AVGO US) at US$224. Cut loss on Broadcom Inc (AVGO US) at US$211 and CGN Mining Co Ltd (1164 HK) at HK$1.60.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"493\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-29.png\" alt=\"\" class=\"wp-image-60637\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-29.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-29-300x157.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-60578-29-768x402.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<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 ^ Back To Top \u65b0\u52a0\u5761\u7535\u4fe1(ST SP)\uff1a\u4eba\u5de5\u667a\u80fd\u8fdb\u4e00\u6b65\u878d\u5408 (Source: Bloomberg) Wee Hur Holdings Ltd (WHUR SP)\uff1a\u6218\u7565\u91cd\u65b0\u5b9a\u4f4d (Source: Bloomberg) NuScale Power\u516c\u53f8 (SMR US)\uff1a\u6ee1\u8db3\u80fd\u6e90\u9700\u6c42 (Source: Bloomberg) Ciena Corporation (CIEN US)\uff1a\u4e3b\u5bfc\u5149\u7f51\u7edc\u9886\u57df (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Take profit on KKR &#038; Co Inc (KKR US) at [&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-60578","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 ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Take profit on KKR &amp; Co Inc (KKR US) at US$168. Add Broadcom Inc (AVGO US) at US$224. Cut loss on Broadcom Inc (AVGO US) at\" \/>\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-31-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\u670831\u65e5: \u65b0\u52a0\u5761\u7535\u4fe1(ST SP), NuScale Power\u516c\u53f8 (SMR 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 ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Take profit on KKR &amp; Co Inc (KKR US) at US$168. Add Broadcom Inc (AVGO US) at US$224. Cut loss on Broadcom Inc (AVGO US) at\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-31-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=\"2025-01-30T22:56:23+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2025-01-31T02:33:42+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2025\u5e741\u670831\u65e5: \u65b0\u52a0\u5761\u7535\u4fe1(ST SP), NuScale Power\u516c\u53f8 (SMR US) \u2022 KGI Singapore Research\" \/>\n\t\t<meta name=\"twitter:description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Take profit on KKR &amp; Co Inc (KKR US) at US$168. Add Broadcom Inc (AVGO US) at US$224. Cut loss on Broadcom Inc (AVGO US) at\" \/>\n\t\t<meta name=\"twitter:image\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<script type=\"application\/ld+json\" class=\"aioseo-schema\">\n\t\t\t{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"BlogPosting\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-31-jan-2025-zh\\\/#blogposting\",\"name\":\"2025\\u5e741\\u670831\\u65e5: \\u65b0\\u52a0\\u5761\\u7535\\u4fe1(ST SP), NuScale Power\\u516c\\u53f8 (SMR US) \\u2022 KGI Singapore Research\",\"headline\":\"2025\\u5e741\\u670831\\u65e5: \\u65b0\\u52a0\\u5761\\u7535\\u4fe1(ST SP), NuScale Power\\u516c\\u53f8 (SMR 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(Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Take profit on KKR & Co Inc (KKR US) at US$168. Add Broadcom Inc (AVGO US) at US$224. 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Add Broadcom Inc (AVGO US) at US$224. 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