{"id":60868,"date":"2025-02-05T07:43:28","date_gmt":"2025-02-04T23:43:28","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=60868"},"modified":"2025-02-05T10:02:41","modified_gmt":"2025-02-05T02:02:41","slug":"kgi-daily-trading-ideas-05-feb-2025-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-05-feb-2025-zh\/","title":{"rendered":"2025\u5e742\u67085\u65e5: \u534e\u4fa8\u94f6\u884c(OCBC SP), \u963f\u91cc\u5df4\u5df4 (9988 HK), Snowflake Inc\uff08SNOW 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-60868-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"941\" height=\"476\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/image-3.png\" alt=\"\" class=\"wp-image-60961\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/image-3.png 941w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/image-3-300x152.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/image-3-768x388.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\/02\/image-4.png\" alt=\"\" class=\"wp-image-60962\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/image-4.png 939w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/image-4-300x77.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/image-4-768x197.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=\"940\" height=\"290\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/image-5.png\" alt=\"\" class=\"wp-image-60963\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/image-5.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/image-5-300x93.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/image-5-768x237.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/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\/02\/word-image-60868-4.png\" alt=\"\" class=\"wp-image-60918\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-4.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-4-300x64.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-60868-_qqv3rtx8nazp\"><\/a><a id=\"post-60868-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1915\" height=\"840\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-screenshot-of-a-phone-description-automatically-2.png\" alt=\"A screenshot of a phone\n\nDescription automatically generated\" class=\"wp-image-60919\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-screenshot-of-a-phone-description-automatically-2.png 1915w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-screenshot-of-a-phone-description-automatically-2-300x132.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-screenshot-of-a-phone-description-automatically-2-1024x449.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-screenshot-of-a-phone-description-automatically-2-768x337.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-screenshot-of-a-phone-description-automatically-2-1536x674.png 1536w\" sizes=\"(max-width: 1915px) 100vw, 1915px\" \/><\/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\/02\/word-image-60868-6.png\" alt=\"\" class=\"wp-image-60920\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-6.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-6-300x64.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-60868-_7c2gwybbbr90\"><\/a><\/h1>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-60868-_9i0c554gtu0u\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-7.png\" class=\"wp-image-60921\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-7.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-7-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u534e\u4fa8\u94f6\u884c(OCBC SP)\uff1a\u5bf9\u7f8e\u56fd\u7684\u79ef\u6781\u60c5\u7eea\u5c06\u5ef6\u4f38\u81f3\u65b0\u52a0\u5761<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a17.3\uff0c\u76ee\u6807\u4ef7\uff1a18.9\uff0c\u6b62\u635f\u4ef7\uff1a16.5<\/strong><br>  <\/li>\n\n\n\n<li>\u534e\u4fa8\u94f6\u884c\u63d0\u4f9b\u5168\u9762\u7684\u91d1\u878d\u670d\u52a1\u3002\u516c\u53f8\u7684\u670d\u52a1\u5305\u62ec\u5b58\u6b3e\u3001\u516c\u53f8\u3001\u4f01\u4e1a\u548c\u4e2a\u4eba\u8d37\u6b3e\u3001\u56fd\u9645\u8d38\u6613\u878d\u8d44\u3001\u6295\u8d44\u94f6\u884c\u3001\u79c1\u4eba\u94f6\u884c\u3001\u8d44\u91d1\u7ba1\u7406\u3001\u80a1\u7968\u7ecf\u7eaa\u3001\u4fdd\u9669\u3001\u4fe1\u7528\u5361\u3001\u73b0\u91d1\u7ba1\u7406\u3001\u8d44\u4ea7\u7ba1\u7406\u4ee5\u53ca\u5176\u4ed6\u91d1\u878d\u548c\u76f8\u5173\u670d\u52a1\u3002<br>  <\/li>\n\n\n\n<li><strong>\u7f8e\u56fd\u94f6\u884c\u4e1a\u7684\u79ef\u6781\u60c5\u7eea\u3002<\/strong>\u5c3d\u7ba1\u5229\u7387\u4e0b\u964d\u5bf9\u51c0\u5229\u606f\u6536\u5165\u9020\u6210\u62d6\u7d2f\uff0c\u4f46\u7f8e\u56fd\u94f6\u884c\u4e1a\u57282024\u8d22\u5e74\u53d6\u5f97\u4e86\u5f3a\u52b2\u4e1a\u7ee9\uff0c\u8fd9\u5f97\u76ca\u4e8e\u534e\u5c14\u8857\u4ea4\u6613\u6d3b\u52a8\u7684\u590d\u82cf\u3002\u6295\u8d44\u94f6\u884c\u6536\u5165\u5927\u5e45\u589e\u957f\uff0c\u6700\u5927\u7684\u51e0\u5bb6\u94f6\u884c\u62a5\u544a\u7684\u540c\u6bd4\u589e\u957f\u7387\u8fbe\u523025%\u6216\u66f4\u9ad8\u3002\u867d\u7136\u5229\u7387\u5728\u7ecf\u6d4e\u4e0d\u786e\u5b9a\u6027\u7684\u60c5\u51b5\u4e0b\u4ecd\u7136\u5c45\u9ad8\u4e0d\u4e0b\uff0c\u4f46\u4eba\u4eec\u5bf9\u4ea4\u6613\u6d3b\u52a8\u4fdd\u6301\u4e50\u89c2\u3002\u5305\u62ec\u666e\u534e\u6c38\u9053\u548c\u5b89\u6c38\u5728\u5185\u7684\u4e3b\u8981\u54a8\u8be2\u516c\u53f8\u9884\u8ba1\uff0c\u7f8e\u56fd\u5e76\u8d2d\u6d3b\u52a8\u5c06\u6301\u7eed\u589e\u957f\u3002\u5b89\u6c38-\u5e15\u7279\u4fac\u7684\u5b8f\u89c2\u7ecf\u6d4e\u524d\u666f\u9884\u6d4b\uff0c2025\u5e74\u5e76\u8d2d\u6d3b\u52a8\u5c06\u589e\u957f10%\uff0c\u6b64\u524d\u9884\u8ba12024\u5e74\u5c06\u589e\u957f13%\u3002\u968f\u7740\u4e0e\u9009\u4e3e\u76f8\u5173\u7684\u4e0d\u786e\u5b9a\u6027\u6d88\u9000\u3001\u7ecf\u6d4e\u72b6\u51b5\u4fdd\u6301\u5f3a\u52b2\u4ee5\u53ca\u5229\u7387\u8d8b\u4e8e\u4e0b\u964d\uff0c\u8fd9\u79cd\u52bf\u5934\u9884\u8ba1\u5c06\u6301\u7eed\u4e0b\u53bb\u3002\u4ea4\u6613\u6d3b\u52a8\u7684\u589e\u52a0\u53ef\u80fd\u4f1a\u4f7f\u7f8e\u56fd\u94f6\u884c\u4e1a\u57282025\u5e74\u5168\u5e74\u53d7\u76ca\uff0c\u79ef\u6781\u60c5\u7eea\u4e5f\u5c06\u5ef6\u4f38\u81f3\u65b0\u52a0\u5761\u94f6\u884c\u4e1a\u3002<br>  <\/li>\n\n\n\n<li><strong>\u4e0eXTransfer\u7684\u5408\u4f5c\u3002<\/strong>\u534e\u4fa8\u94f6\u884c\u4e0eXTransfer\u5408\u4f5c\uff0c\u4e3a\u4ece\u4e8b\u56fd\u9645\u8d38\u6613\u7684\u4e2d\u5c0f\u4f01\u4e1a\u63d0\u4f9b\u65e0\u7f1d\u3001\u4e00\u7ad9\u5f0f\u7684\u8de8\u5883\u91d1\u878d\u89e3\u51b3\u65b9\u6848\u3002\u6b64\u6b21\u5408\u4f5c\u5c06\u5229\u7528\u534e\u4fa8\u94f6\u884c\uff08\u4e2d\u56fd\uff09\u5e7f\u6cdb\u7684\u533a\u57df\u7f51\u7edc\uff0c\u76ee\u6807\u5e02\u573a\u5305\u62ec\u65b0\u52a0\u5761\u3001\u9999\u6e2f\u7279\u522b\u884c\u653f\u533a\u3001\u9a6c\u6765\u897f\u4e9a\u548c\u5370\u5ea6\u5c3c\u897f\u4e9a\u3002\u901a\u8fc7\u6b64\u6b21\u5408\u4f5c\uff0c\u4e2d\u5c0f\u4f01\u4e1a\u5c06\u83b7\u5f97\u7efc\u5408\u670d\u52a1\uff0c\u5305\u62ec\u652f\u4ed8\u89e3\u51b3\u65b9\u6848\u3001\u5916\u6c47\uff08FX\uff09\u3001\u98ce\u9669\u7ba1\u7406\u548c\u8d22\u5bcc\u7ba1\u7406\u3002\u901a\u8fc7\u6269\u5927\u53ef\u7528\u7684\u652f\u4ed8\u65b9\u5f0f\u548c\u8d27\u5e01\u79cd\u7c7b\uff0c\u8be5\u8ba1\u5212\u65e8\u5728\u4fc3\u8fdb\u8de8\u5883\u8d38\u6613\u5e76\u652f\u6301\u4e2d\u5c0f\u4f01\u4e1a\u5728\u5168\u7403\u5e02\u573a\u4e0a\u7684\u589e\u957f\u3002\u9884\u8ba1\u8fd9\u4e00\u6218\u7565\u8054\u76df\u5c06\u63a8\u52a8\u66f4\u9ad8\u7684\u4ea4\u6613\u91cf\uff0c\u540c\u65f6\u52a0\u5f3a\u534e\u4fa8\u94f6\u884c\u7684\u533a\u57df\u5f71\u54cd\u529b\u3002<br>  <\/li>\n\n\n\n<li><strong>\u4e0e\u8fea\u58eb\u5c3c\u7684\u5408\u4f5c\u3002<\/strong>\u534e\u4fa8\u94f6\u884c\u548c\u8fea\u58eb\u5c3c\u5ba3\u5e03\u4e86\u4e00\u9879\u4e3a\u671f\u4e94\u5e74\u7684\u6218\u7565\u5408\u4f5c\uff0c\u5408\u4f5c\u8303\u56f4\u6db5\u76d6\u65b0\u52a0\u5761\u3001\u9a6c\u6765\u897f\u4e9a\u548c\u5370\u5ea6\u5c3c\u897f\u4e9a\uff0c\u65e8\u5728\u52302029\u5e74\u5927\u5e45\u589e\u52a0\u534e\u4fa8\u94f6\u884c\u5728\u4e1c\u5357\u4e9a\u7684\u65b0\u5ba2\u6237\u7fa4\u3002\u5408\u4f5c\u5185\u5bb9\u5305\u62ec\u4e3a7-15\u5c81\u513f\u7ae5\u63a8\u51fa\u534e\u4fa8\u94f6\u884cMyOwn\u8d26\u6237\uff0c\u5141\u8bb8\u4ed6\u4eec\u5728\u7236\u6bcd\u76d1\u7763\u4e0b\u901a\u8fc7\u534e\u4fa8\u94f6\u884c\u5e94\u7528\u7a0b\u5e8f\u7ba1\u7406\u81ea\u5df1\u7684\u8d26\u6237\u3002\u6b64\u6b21\u5408\u4f5c\u8fd8\u5c06\u63a8\u51fa\u8fea\u58eb\u5c3c\u4e3b\u9898\u94f6\u884c\u5361\u3001\u5e26\u6709\u8fea\u58eb\u5c3c\u89d2\u8272\u7684\u91d1\u878d\u77e5\u8bc6\u6750\u6599\uff0c\u4ee5\u53ca\u52302025\u5e74\u4e2d\u671f\u63a8\u51fa\u7684\u76f8\u5173\u5546\u54c1\u3002\u534e\u4fa8\u94f6\u884c\u5f3a\u8c03\uff0c\u6b64\u6b21\u5408\u4f5c\u5c06\u901a\u8fc7\u63d0\u4f9b\u72ec\u7279\u7684\u3001\u975e\u4ef7\u683c\u5bfc\u5411\u7684\u4ea7\u54c1\u548c\u670d\u52a1\u6765\u5e2e\u52a9\u5438\u5f15\u65b0\u5ba2\u6237\u3002<br>  <\/li>\n\n\n\n<li><strong>2024\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>2024\u5e74\u7b2c\u4e09\u5b63\u5ea6\u603b\u6536\u5165\u540c\u6bd4\u589e\u957f10.8%\u81f338.0\u4ebf\u65b0\u52a0\u5761\u5143\uff0c\u8fd9\u5f97\u76ca\u4e8e\u5f3a\u52b2\u7684\u975e\u5229\u606f\u6536\u5165\u589e\u957f\u548c\u8f83\u4f4e\u7684\u62e8\u5907\uff0c\u800c2023\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a34.3\u4ebf\u65b0\u52a0\u5761\u5143\u3002\u51c0\u5229\u606f\u6536\u5165\u540c\u6bd4\u4e0b\u964d0.9%\uff0c\u975e\u5229\u606f\u6536\u5165\u540c\u6bd4\u589e\u957f40.7%\u3002\u8d22\u5bcc\u7ba1\u7406\u6d3b\u52a8\u7684\u589e\u52a0\u5e26\u52a8\u4e86\u8d39\u7528\u548c\u4ea4\u6613\u6536\u5165\uff0c\u4fdd\u9669\u6536\u5165\u4e5f\u8f83\u9ad8\u30022024\u5e74\u7b2c\u4e09\u5b63\u5ea6\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f9.1%\u81f319.7\u4ebf\u65b0\u52a0\u5761\u5143\uff0c\u800c2023\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a18.1\u4ebf\u65b0\u52a0\u5761\u5143\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-60922\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-8.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-8.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-8-300x64.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=\"1070\" height=\"558\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-9.jpeg\" alt=\"\" class=\"wp-image-60923\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-9.jpeg 1070w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-9-300x156.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-9-1024x534.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-9-768x401.jpeg 768w\" sizes=\"(max-width: 1070px) 100vw, 1070px\" \/><\/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\/02\/a-long-line-of-a-white-background-description-aut-3.png\" class=\"wp-image-60924\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-long-line-of-a-white-background-description-aut-3.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-long-line-of-a-white-background-description-aut-3-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/> <\/strong><\/h2>\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>\u91cd\u7533\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><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-60925\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-blue-and-white-rectangular-box-with-white-text-3.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\/02\/a-blue-and-white-rectangular-box-with-white-text-3.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-blue-and-white-rectangular-box-with-white-text-3-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1094\" height=\"575\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-graph-showing-a-stock-market-description-automa-3.jpeg\" alt=\"A graph showing a stock market\n\nDescription automatically generated with medium confidence\" class=\"wp-image-60926\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-graph-showing-a-stock-market-description-automa-3.jpeg 1094w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-graph-showing-a-stock-market-description-automa-3-300x158.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-graph-showing-a-stock-market-description-automa-3-1024x538.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-graph-showing-a-stock-market-description-automa-3-768x404.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<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\/02\/word-image-60868-13.png\" class=\"wp-image-60927\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-13.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-13-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-60868-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-14.png\" class=\"wp-image-60928\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-14.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-14-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-60868-_34eo5yf8y7pj\"><\/a><strong>\u963f\u91cc\u5df4\u5df4 (9988 HK)\uff1a\u52a0\u5165\u4eba\u5de5\u667a\u80fd\u7ade\u8d5b<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u91cd\u7533\u4e70\u5165\u6b62\u635f\uff1a\u4e70\u5165\u4ef7\uff1a98.0\uff0c\u76ee\u6807\u4ef7\uff1a110.0\uff0c\u6b62\u635f\u4ef7\uff1a92.0<\/strong><br>  <\/li>\n\n\n\n<li>\u963f\u91cc\u5df4\u5df4\u96c6\u56e2\u63a7\u80a1\u6709\u9650\u516c\u53f8\u63d0\u4f9b\u6280\u672f\u57fa\u7840\u8bbe\u65bd\u53ca\u8425\u9500\u5e73\u53f0\u3002\u8be5\u516c\u53f8\u8fd0\u8425\u4e03\u4e2a\u4e1a\u52a1\u5206\u90e8\u3002\u4e2d\u56fd\u5546\u4e1a\u5206\u90e8\u5305\u62ec\u4e2d\u56fd\u96f6\u552e\u5546\u4e1a\u4e1a\u52a1\u5982\u6dd8\u5b9d\u3001\u5929\u732b\u3001\u76d2\u9a6c\u7b49\u4ee5\u53ca\u6279\u53d1\u4e1a\u52a1\u3002\u56fd\u9645\u5546\u4e1a\u5206\u90e8\u5305\u62ec\u56fd\u9645\u96f6\u552e\u53ca\u6279\u53d1\u5546\u4e1a\u4e1a\u52a1\uff0c\u5982Lazada\u3001\u901f\u5356\u901a\u7b49\u3002\u672c\u5730\u751f\u6d3b\u670d\u52a1\u5206\u90e8\u5305\u62ec\u57fa\u4e8e\u4f4d\u7f6e\u4e1a\u52a1\uff0c\u5982\u997f\u4e86\u4e48\u3001\u9ad8\u5fb7\u3001\u98de\u732a\u7b49\u3002\u83dc\u9e1f\u5206\u90e8\u5305\u62ec\u56fd\u5185\u53ca\u56fd\u9645\u4e00\u7ad9\u5f0f\u7269\u6d41\u670d\u52a1\u53ca\u4f9b\u5e94\u94fe\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u3002\u4e91\u4e1a\u52a1\u5206\u90e8\u5305\u62ec\u5411\u56fd\u5185\u5916\u4f01\u4e1a\u63d0\u4f9b\u516c\u6709\u4e91\u670d\u52a1\u548c\u6df7\u5408\u4e91\u670d\u52a1\uff0c\u5982\u963f\u91cc\u4e91\u53ca\u9489\u9489\u3002\u6570\u5b57\u5a92\u4f53\u53ca\u5a31\u4e50\u5206\u90e8\u5305\u62ec\u4f18\u9177\u3001\u5938\u514b\u548c\u963f\u91cc\u5f71\u4e1a\uff0c\u4ee5\u53ca\u5176\u4ed6\u5185\u5bb9\u548c\u5206\u9500\u5e73\u53f0\u4ee5\u53ca\u7ebf\u4e0a\u6e38\u620f\u4e1a\u52a1\u3002\u521b\u65b0\u4e1a\u52a1\u53ca\u5176\u4ed6\u5206\u90e8\u5305\u62ec\u8fbe\u6469\u9662\u3001\u5929\u732b\u7cbe\u7075\u53ca\u5176\u4ed6\u4e1a\u52a1\u3002<br>  <\/li>\n\n\n\n<li><strong>\u5168\u65b0\u4eba\u5de5\u667a\u80fd\u6a21\u578b\u3002 <\/strong>\u963f\u91cc\u5df4\u5df4\u6700\u8fd1\u63a8\u51fa\u4e86\u5176\u4eba\u5de5\u667a\u80fd\u6a21\u578b\u7684\u6700\u65b0\u7248\u672cQwen 2.5-Max\uff0c\u5e76\u58f0\u79f0\u5176\u5728\u591a\u4e2a\u57fa\u51c6\u6d4b\u8bd5\u4e2d\u4f18\u4e8e\u5e7f\u53d7\u597d\u8bc4\u7684DeepSeek-V3\u3002\u8be5\u516c\u53f8\u8868\u793a\uff0cQwen2.5 Max\u201c\u5728\u4e0e\u9876\u7ea7\u6a21\u578b\uff08\u5305\u62ecOpenAI\u548cMeta Platforms\u6700\u8fd1\u53d1\u5e03\u7684\u6a21\u578b\uff09\u7684\u7ade\u4e89\u4e2d\u53d6\u5f97\u4e86\u4f18\u5f02\u7684\u6210\u7ee9\u201d\u3002\u963f\u91cc\u5df4\u5df4\u5f3a\u8c03\uff0c\u5176\u57fa\u7840\u6a21\u578b\u5728\u5927\u591a\u6570\u57fa\u51c6\u6d4b\u8bd5\u4e2d\u90fd\u8868\u73b0\u51fa\u4e86\u663e\u8457\u7684\u4f18\u52bf\uff0c\u5e76\u8868\u793a\u6709\u4fe1\u5fc3\uff0c\u540e\u671f\u8bad\u7ec3\u6280\u672f\u7684\u8fdb\u6b65\u5c06\u8fdb\u4e00\u6b65\u63d0\u5347\u672a\u6765\u7248\u672c\u7684Qwen2.5 Max\u3002\u9274\u4e8eDeepSeek\u900f\u9732\u5176V3\u7684\u8bad\u7ec3\u6210\u672c\u4ec5\u4e3a560\u4e07\u7f8e\u5143\uff0c\u6295\u8d44\u8005\u7684\u5173\u6ce8\u70b9\u53ef\u80fd\u4f1a\u8f6c\u5411\u4e2d\u56fd\u65e5\u76ca\u589e\u957f\u7684\u4eba\u5de5\u667a\u80fd\u9886\u57df\uff0c\u5305\u62ec\u963f\u91cc\u5df4\u5df4\u7684Qwen\u3002<br>  <\/li>\n\n\n\n<li><strong>\u6d77\u5916\u6269\u5f20\u3002 <\/strong>\u963f\u91cc\u5df4\u5df4\u96c6\u56e2\u65d7\u4e0b\u7684\u4e91\u8ba1\u7b97\u548c\u4eba\u5de5\u667a\u80fd\u90e8\u95e8\u963f\u91cc\u4e91\uff0c\u5df2\u6269\u5927\u4e86\u5176\u4e13\u6709\u5927\u578b\u8bed\u8a00\u6a21\u578b\uff08LLM\uff09\u548c\u5168\u7403\u5f00\u53d1\u8005\u5f00\u53d1\u5de5\u5177\u7684\u5957\u4ef6\uff0c\u4ece\u800c\u52a0\u5f3a\u4e86\u5176\u8fdb\u519b\u56fd\u9645\u5e02\u573a\u7684\u529b\u5ea6\u3002\u8be5\u516c\u53f8\u5ba3\u5e03\uff0c\u5176\u6700\u65b0\u7684\u901a\u4e49\u5343\u95eeLLM\uff0c\u5305\u62ecQwen 2.5\u7cfb\u5217\uff0c\u4ee5\u53ca\u591a\u6a21\u6001\u4eba\u5de5\u667a\u80fd\u6a21\u578b\uff08\u5982Qwen-VL\u7cfb\u5217\uff09\u548c\u4e13\u6ce8\u4e8e\u89c6\u89c9\u751f\u6210\u7684\u901a\u4e49\u4e07\u8c61\uff0c\u73b0\u5728\u53ef\u4ee5\u901a\u8fc7\u5176\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u5f00\u53d1\u5e73\u53f0Model Studio\u4e0a\u7684API\u8fdb\u884c\u8bbf\u95ee\u3002\u6b64\u4e3e\u7b26\u5408\u963f\u91cc\u4e91\u52a0\u901f\u6d77\u5916\u6295\u8d44\u5e76\u5728\u5173\u952e\u5168\u7403\u5e02\u573a\u6269\u5c55\u5176\u4e91\u57fa\u7840\u8bbe\u65bd\u7684\u66f4\u5e7f\u6cdb\u6218\u7565\u3002<br>  <\/li>\n\n\n\n<li><strong>\u5168\u65b0\u9001\u793c\u4f53\u9a8c\u3002 <\/strong>\u5c31\u5728\u7ade\u4e89\u5bf9\u624b\u817e\u8baf\u5728\u5176\u5fae\u4fe1\u8d85\u7ea7\u5e94\u7528\u7a0b\u5e8f\u4e0a\u589e\u5f3a\u4e86\u7c7b\u4f3c\u529f\u80fd\u51e0\u5929\u540e\uff0c\u963f\u91cc\u5df4\u5df4\u6539\u8fdb\u4e86\u5176\u6dd8\u5b9d\u5e02\u573a\u4e0a\u7684\u9001\u793c\u529f\u80fd\uff0c\u7b80\u5316\u4e86\u4e70\u5bb6\u7684\u6d41\u7a0b\u3002\u6b64\u524d\uff0c\u6dd8\u5b9d\u7684\u9001\u793c\u9009\u9879\u53ea\u5141\u8bb8\u7528\u6237\u5728\u7ed3\u8d26\u65f6\u8d2d\u4e70\u989d\u5916\u7684\u5546\u54c1\uff0c\u793c\u54c1\u5361\u53ea\u80fd\u5728\u5e73\u53f0\u5185\u5171\u4eab\u3002\u65b0\u7cfb\u7edf\u73b0\u5728\u5141\u8bb8\u7528\u6237\u8de8\u5404\u79cd\u5728\u7ebf\u8d2d\u7269\u548c\u793e\u4ea4\u5e73\u53f0\uff08\u5305\u62ec\u5fae\u4fe1\uff09\u53d1\u9001\u793c\u7269\u3002\u4e3a\u4e86\u9f13\u52b1\u7528\u6237\u4f7f\u7528\uff0c\u6dd8\u5b9d\u4e3a\u7279\u5b9a\u793c\u54c1\u8d2d\u4e70\u63d0\u4f9b15%\u7684\u6298\u6263\u3002\u6b64\u6b21\u66f4\u65b0\u9884\u8ba1\u5c06\u63d0\u9ad8\u7528\u6237\u53c2\u4e0e\u5ea6\u5e76\u589e\u52a0\u5e02\u573a\u6d41\u91cf\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\u957f5.21%\u81f3\u4eba\u6c11\u5e012365\u4ebf\u5143\uff0c\u800c23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e012248\u4ebf\u5143\u3002\u7b2c\u4e09\u5b63\u5ea6\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f63.1%\u81f3\u4eba\u6c11\u5e01435\u4ebf\u5143\uff0c\u800c23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e01267\u4ebf\u5143\u300224\u5e74\u7b2c\u4e09\u5b63\u5ea6\u6bcf\u80a1\u57fa\u672c\u6536\u76ca\u4e3a\u4eba\u6c11\u5e012.27\u5143\uff0c\u800c23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e011.35\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-60929\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-15.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-15.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-15-300x64.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=\"1070\" height=\"558\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-16.jpeg\" alt=\"\" class=\"wp-image-60930\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-16.jpeg 1070w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-16-300x156.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-16-1024x534.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-16-768x401.jpeg 768w\" sizes=\"(max-width: 1070px) 100vw, 1070px\" \/><\/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\/02\/word-image-60868-17.png\" class=\"wp-image-60931\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-17.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-17-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u643a\u7a0b\u96c6\u56e2 (9961 HK)\uff1a\u6625\u8282\u671f\u95f4\u6e38\u5ba2\u6570\u91cf\u6fc0\u589e<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a535\uff0c\u76ee\u6807\u4ef7\uff1a605\uff0c\u6b62\u635f\u4ef7\uff1a500<\/strong><br>  <\/li>\n\n\n\n<li>\u643a\u7a0b\u96c6\u56e2\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u4e00\u7ad9\u5f0f\u65c5\u6e38\u5e73\u53f0\u8fd0\u8425\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u7684\u5e73\u53f0\u6574\u5408\u4e86\u4e00\u6574\u5957\u65c5\u6e38\u4ea7\u54c1\u548c\u670d\u52a1\u4ee5\u53ca\u5dee\u5f02\u5316\u7684\u65c5\u6e38\u5185\u5bb9\u3002\u5176\u5e73\u53f0\u805a\u5408\u4e86\u7528\u6237\u57fa\u4e8e\u771f\u5b9e\u65c5\u884c\u4f53\u9a8c\u5206\u4eab\u7684\u4ea7\u54c1\u548c\u670d\u52a1\u3001\u8bc4\u8bba\u548c\u5176\u4ed6\u5185\u5bb9\uff0c\u4ee5\u53ca\u6765\u81ea\u751f\u6001\u7cfb\u7edf\u5408\u4f5c\u4f19\u4f34\u7684\u539f\u521b\u5185\u5bb9\uff0c\u4f7f\u4f11\u95f2\u548c\u5546\u52a1\u65c5\u5ba2\u80fd\u591f\u83b7\u5f97\u65c5\u884c\u4f53\u9a8c\uff0c\u5e76\u83b7\u5f97\u5168\u9762\u7684\u4fe1\u606f\u548c\u5408\u7b97\u7684\u7684\u9884\u8ba2\u3002\u7528\u6237\u6765\u5230\u5176\u5e73\u53f0\u53ef\u9009\u62e9\u8fdb\u884c\u4efb\u4f55\u7c7b\u578b\u7684\u65c5\u884c\uff0c\u5305\u62ec\u76ee\u7684\u5730\u6d3b\u52a8\u3001\u5468\u672b\u5ea6\u5047\u548c\u77ed\u9014\u65c5\u884c\uff0c\u4ee5\u53ca\u8de8\u5883\u5ea6\u5047\u548c\u5546\u52a1\u65c5\u884c\u3002<br>  <\/li>\n\n\n\n<li><strong>\u6625\u8282\u51fa\u884c\u6fc0\u589e\u3002<\/strong>1\u670825\u65e5\uff0c\u4e2d\u56fd\u5404\u5730\u7684\u706b\u8f66\u7ad9\u548c\u673a\u573a\u8fce\u6765\u4e86\u65c5\u5ba2\u9ad8\u5cf0\uff0c\u6570\u767e\u4e07\u6c11\u4f17\u8e0f\u4e0a\u8fd4\u4e61\u65c5\u7a0b\uff0c\u4e3a\u6625\u8282\u56e2\u805a\u505a\u51c6\u5907\u3002\u8fd9\u4e00\u5e74\u5ea6\u8fc1\u5f99\u9884\u8ba1\u5c06\u521b\u4e0b\u65b0\u7eaa\u5f55\uff0c\u6807\u5fd7\u7740\u5bb6\u5ead\u56e2\u805a\u7684\u91cd\u8981\u6587\u5316\u4f20\u7edf\u30022025\u5e74\u7684\u6625\u8282\u5047\u671f\u5c06\u4e8e1\u670829\u65e5\u6b63\u5f0f\u5f00\u59cb\uff0c\u8fde\u7eed8\u5929\u7684\u516c\u5171\u5047\u671f\u4e3a\u4eba\u4eec\u63d0\u4f9b\u4e86\u4e0e\u5bb6\u4eba\u5171\u8fdb\u56e2\u5706\u996d\u3001\u6b23\u8d4f\u4f20\u7edf\u8868\u6f14\u4ee5\u53ca\u71c3\u653e\u97ad\u70ae\u548c\u70df\u82b1\u7684\u673a\u4f1a\u3002\u5728\u8282\u65e5\u524d\u540e\u5171\u8ba140\u5929\u7684\u4f20\u7edf\u6625\u8fd0\u671f\u95f4\uff0c\u9884\u8ba1\u5168\u56fd\u5404\u79cd\u4ea4\u901a\u65b9\u5f0f\u7684\u57ce\u9645\u65c5\u5ba2\u51fa\u884c\u5c06\u8fbe\u5230\u7ea690\u4ebf\u4eba\u6b21\u3002\u4ea4\u901a\u8fd0\u8f93\u90e8\u9884\u8ba1\u5176\u4e2d\u5c06\u5305\u62ec\u7ea65.1\u4ebf\u6b21\u94c1\u8def\u51fa\u884c\u548c9000\u4e07\u6b21\u822a\u7a7a\u51fa\u884c\u3002\u8fd9\u4e00\u5e9e\u5927\u7684\u51fa\u884c\u6d6a\u6f6e\u4e3a\u643a\u7a0b\u96c6\u56e2\u63d0\u4f9b\u4e86\u91cd\u5927\u673a\u9047\uff0c\u5176\u5c06\u53d7\u76ca\u4e8e\u8fd9\u4e00\u671f\u95f4\u6fc0\u589e\u7684\u4ea4\u901a\u9884\u8ba2\u548c\u76f8\u5173\u65c5\u884c\u670d\u52a1\u9700\u6c42\uff0c\u8fdb\u4e00\u6b65\u5de9\u56fa\u5176\u5728\u9ad8\u5cf0\u51fa\u884c\u5b63\u8282\u4e2d\u63d0\u4f9b\u65e0\u7f1d\u65c5\u884c\u4f53\u9a8c\u7684\u6838\u5fc3\u5730\u4f4d\u3002<br>  <\/li>\n\n\n\n<li><strong>\u5168\u65b0\u4f53\u9a8c\u3002<\/strong>\u5f20\u5bb6\u754c\uff0c\u4e2d\u56fd\u6700\u5177\u4ee3\u8868\u6027\u548c\u4ee4\u4eba\u53f9\u4e3a\u89c2\u6b62\u7684\u81ea\u7136\u65c5\u6e38\u76ee\u7684\u5730\u4e4b\u4e00\uff0c\u5df2\u4e0e\u643a\u7a0b\u96c6\u56e2\u5408\u4f5c\uff0c\u4e3a\u56fd\u9645\u6e38\u5ba2\u57282025\u5e74\u63d0\u4f9b\u4ee4\u4eba\u96be\u5fd8\u7684\u4f53\u9a8c\u3002\u6b64\u6b21\u6218\u7565\u5408\u4f5c\u4e8e1\u6708\u521d\u7684\u201c\u4ed9\u5883\u5f20\u5bb6\u754c\u00b7\u9b45\u529b\u5168\u7403\u201d\u4e3b\u9898\u6d3b\u52a8\u4e2d\u5ba3\u5e03\uff0c\u8fd9\u6807\u5fd7\u7740\u8be5\u5730\u533a\u65c5\u6e38\u53d1\u5c55\u7684\u91cd\u8981\u4e00\u6b65\u3002\u6d3b\u52a8\u7531\u5f20\u5bb6\u754c\u5e02\u6587\u5316\u4f53\u80b2\u65c5\u6e38\u5e7f\u7535\u5c40\u4e0e\u643a\u7a0b\u96c6\u56e2\u5171\u540c\u4e3b\u529e\uff0c\u5438\u5f15\u4e86\u6765\u81ea\u82f1\u56fd\u3001\u97e9\u56fd\u3001\u65e5\u672c\u3001\u897f\u73ed\u7259\u3001\u6fb3\u5927\u5229\u4e9a\u3001\u52a0\u62ff\u5927\u3001\u767d\u4fc4\u7f57\u65af\u3001\u5357\u975e\u3001\u54e5\u4f26\u6bd4\u4e9a\u3001\u5c3c\u6cca\u5c14\u3001\u4e4c\u514b\u5170\u548c\u9999\u6e2f\u7b4912\u4e2a\u56fd\u5bb6\u548c\u5730\u533a\u7684\u5168\u7403\u65c5\u884c\u535a\u4e3b\u3002\u8fd9\u4e9b\u535a\u4e3b\u4eb2\u8eab\u4f53\u9a8c\u4e86\u5f20\u5bb6\u754c\u7684\u58ee\u4e3d\u666f\u89c2\u3001\u591a\u5f69\u6587\u5316\u4ee5\u53ca\u72ec\u7279\u7684\u65c5\u6e38\u9879\u76ee\u3002\u901a\u8fc7\u5411\u56fd\u9645\u89c2\u4f17\u5c55\u793a\u5176\u81ea\u7136\u7f8e\u666f\u548c\u6587\u5316\u9b45\u529b\uff0c\u5f20\u5bb6\u754c\u529b\u56fe\u57282025\u5e74\u6210\u4e3a\u4e0d\u53ef\u9519\u8fc7\u7684\u65c5\u6e38\u80dc\u5730\uff0c\u5e76\u9884\u8ba1\u5c06\u63a8\u52a8\u4e2d\u56fd\u5165\u5883\u65c5\u6e38\u7684\u663e\u8457\u589e\u957f\u3002<br>  <\/li>\n\n\n\n<li><strong>\u514d\u8d39\u4e2d\u8f6c\u6e38\u5438\u5f15\u66f4\u591a\u65c5\u5ba2\u3002<\/strong>\u643a\u7a0b\u96c6\u56e2\u63a8\u51fa\u4e86\u4e00\u9879\u9488\u5bf9\u56fd\u9645\u4e2d\u8f6c\u65c5\u5ba2\u7684\u514d\u8d39\u534a\u65e5\u5317\u4eac\u6e38\u670d\u52a1\uff0c\u9002\u7528\u4e8e\u4e2d\u8f6c\u505c\u7559\u65f6\u95f4\u4e3a8\u5c0f\u65f6\u6216\u66f4\u957f\u7684\u65c5\u5ba2\u3002\u6b64\u4e3e\u65e8\u5728\u901a\u8fc7\u5c55\u793a\u5317\u4eac\u4e4b\u7f8e\u548c\u4e2d\u56fd\u6587\u5316\u7684\u9b45\u529b\uff0c\u5438\u5f15\u548c\u670d\u52a1\u5168\u7403\u65c5\u5ba2\u3002\u8be5\u670d\u52a1\u5305\u62ec\u514d\u8d39\u63a5\u9a73\u8f66\u3001\u591a\u8bed\u79cd\u5bfc\u6e38\u3001\u666f\u70b9\u95e8\u7968\u4ee5\u53ca\u514d\u8d39\u7f51\u7edc\u8fde\u63a5\uff0c\u786e\u4fdd\u4e2d\u8f6c\u65c5\u5ba2\u80fd\u591f\u8f7b\u677e\u6109\u5feb\u5730\u4eab\u53d7\u9996\u90fd\u7684\u98ce\u91c7\u3002\u8be5\u670d\u52a1\u53ef\u5728\u5317\u4eac\u9996\u90fd\u56fd\u9645\u673a\u573a3\u53f7\u822a\u7ad9\u697c\u7684\u6307\u5b9a\u96c6\u5408\u70b9\u529e\u7406\uff0c\u5df2\u53d7\u5230\u6765\u81ea\u5305\u62ec\u6fb3\u5927\u5229\u4e9a\u3001\u82f1\u56fd\u3001\u5fb7\u56fd\u3001\u6cd5\u56fd\u548c\u65b0\u52a0\u5761\u5728\u5185\u7684\u8fd150\u4e2a\u56fd\u5bb6\u65c5\u5ba2\u7684\u6b22\u8fce\u3002\u8fd9\u4e00\u4e3e\u63aa\u4e0d\u4ec5\u63d0\u5347\u4e86\u4e2d\u8f6c\u65c5\u5ba2\u7684\u65c5\u884c\u4f53\u9a8c\uff0c\u8fd8\u5f3a\u5316\u4e86\u643a\u7a0b\u96c6\u56e2\u4f5c\u4e3a\u4ee5\u5ba2\u6237\u4e3a\u4e2d\u5fc3\u7684\u65c5\u884c\u89e3\u51b3\u65b9\u6848\u9886\u5bfc\u8005\u7684\u54c1\u724c\u5f62\u8c61\u3002\u901a\u8fc7\u5411\u65c5\u5ba2\u4ecb\u7ecd\u5317\u4eac\u7684\u9b45\u529b\u666f\u70b9\uff0c\u516c\u53f8\u80fd\u591f\u6811\u7acb\u826f\u597d\u53e3\u7891\uff0c\u4fc3\u8fdb\u54c1\u724c\u5fe0\u8bda\u5ea6\uff0c\u5e76\u6709\u671b\u5c06\u4e2d\u8f6c\u65c5\u5ba2\u8f6c\u5316\u4e3a\u672a\u6765\u7684\u5ba2\u6237\uff0c\u4ece\u800c\u589e\u52a0\u66f4\u957f\u505c\u7559\u65f6\u95f4\u6216\u66f4\u5e7f\u6cdb\u65c5\u884c\u8def\u7ebf\u7684\u9884\u8ba2\u91cf\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\u957f15.6%\u81f3\u4eba\u6c11\u5e01159\u4ebf\u5143\uff0c\u800c23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e01138\u4ebf\u5143\u3002\u7b2c\u4e09\u5b63\u5ea6\u51c0\u5229\u6da6\u540c\u6bd4\u5927\u5e45\u589e\u957f47.1%\u81f3\u4eba\u6c11\u5e0168.2\u4ebf\u5143\uff0c\u800c23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e0146.3\u4ebf\u5143\u300224\u5e74\u7b2c\u4e09\u5b63\u5ea6\u6bcf\u80a1\u57fa\u672c\u6536\u76ca\u4e3a\u4eba\u6c11\u5e0110.37\u5143\uff0c\u800c23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e017.05\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-60932\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-blue-and-white-rectangular-object-with-numbers-3.png\" alt=\"A blue and white rectangular object with numbers\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-blue-and-white-rectangular-object-with-numbers-3.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-blue-and-white-rectangular-object-with-numbers-3-300x64.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=\"1221\" height=\"558\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-graph-on-a-screen-description-automatically-gen-3.jpeg\" alt=\"A graph on a screen\n\nDescription automatically generated\" class=\"wp-image-60933\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-graph-on-a-screen-description-automatically-gen-3.jpeg 1221w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-graph-on-a-screen-description-automatically-gen-3-300x137.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-graph-on-a-screen-description-automatically-gen-3-1024x468.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-graph-on-a-screen-description-automatically-gen-3-768x351.jpeg 768w\" sizes=\"(max-width: 1221px) 100vw, 1221px\" \/><\/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\/02\/word-image-60868-20.png\" alt=\"\" class=\"wp-image-60934\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-20.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-20-300x64.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-60868-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-21.png\" class=\"wp-image-60935\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-21.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-21-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-21-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Snowflake Inc\uff08SNOW US)\uff1a AI \u6269\u5c55\u6218\u7565<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a180 \u76ee\u6807\u4ef7\uff1a210\uff0c\u6b62\u635f\u4ef7\uff1a165<\/strong><br>  <\/li>\n\n\n\n<li>Snowflake Inc. \u63d0\u4f9b\u8f6f\u4ef6\u89e3\u51b3\u65b9\u6848\uff0c\u4e13\u6ce8\u4e8e\u6570\u636e\u5e93\u67b6\u6784\u3001\u6570\u636e\u4ed3\u5e93\u3001\u67e5\u8be2\u4f18\u5316\u548c\u5e76\u884c\u8ba1\u7b97\u3002Snowflake \u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002<br>  <\/li>\n\n\n\n<li><strong>\u6f5c\u5728\u6536\u8d2d\u3002<\/strong>\u636e\u62a5\u9053\uff0cSnowflake Inc \u6b63\u5728\u6d3d\u8c08\u6536\u8d2d\u6570\u636e\u5206\u6790\u521d\u521b\u516c\u53f8 Redpanda\uff0c\u6b64\u4e3e\u6709\u671b\u589e\u5f3a\u5176 AI \u548c\u6570\u636e\u8f6f\u4ef6\u80fd\u529b\uff0c\u540c\u65f6\u5de9\u56fa\u5176\u5728\u4e0e Databricks \u548c Confluent \u7ade\u4e89\u4e2d\u7684\u5730\u4f4d\u3002Redpanda \u63d0\u4f9b\u517c\u5bb9 Apache Kafka API \u7684\u6d41\u6570\u636e\u5206\u6790\u8f6f\u4ef6\uff0c\u4f7f\u57fa\u4e8e Kafka \u7684\u5e94\u7528\u7a0b\u5e8f\u80fd\u591f\u65e0\u7f1d\u96c6\u6210\uff0c\u800c\u65e0\u9700\u4fee\u6539\u4ee3\u7801\u3002\u8fd9\u79cd API \u517c\u5bb9\u6027\u53ef\u52a0\u5feb Snowflake \u7684\u96c6\u6210\u901f\u5ea6\uff0c\u63d0\u9ad8\u5176\u5b9e\u65f6\u6570\u636e\u5904\u7406\u548c\u5206\u6790\u80fd\u529b\uff0c\u540c\u65f6\u589e\u5f3a\u5e73\u53f0\u7684\u4e92\u64cd\u4f5c\u6027\u3002Redpanda \u62e5\u6709 Cisco\u3001Activision Blizzard \u548c Vodafone \u7b49\u4e3b\u8981\u5ba2\u6237\uff0c\u5e76\u5df2\u4e0e OpenAI\u3001Vertex AI\u3001AWS Bedrock \u4ee5\u53ca Pinecone \u548c Qdrant \u7b49\u5411\u91cf\u6570\u636e\u5e93\u5efa\u7acb AI \u96c6\u6210\u3002\u6b64\u6b21\u6536\u8d2d\u5c06\u663e\u8457\u589e\u5f3a Snowflake \u7684 AI \u9a71\u52a8\u548c\u5b9e\u65f6\u6570\u636e\u5904\u7406\u80fd\u529b\uff0c\u5e2e\u52a9\u5176\u66f4\u6709\u529b\u5730\u7ade\u4e89 Confluent\u2014\u2014\u6d41\u6570\u636e\u5206\u6790\u5e02\u573a\u7684\u9886\u5bfc\u8005\uff0c\u540c\u65f6\u63a8\u52a8 AI \u5e94\u7528\u7684\u66f4\u5e7f\u6cdb\u91c7\u7528\u3002\u636e\u6089\uff0cRedpanda \u4f30\u503c\u7ea6\u4e3a 15 \u4ebf\u7f8e\u5143\uff0c\u800c Snowflake \u7684\u6f5c\u5728\u62a5\u4ef7\u5c1a\u672a\u62ab\u9732\u3002<br>  <\/li>\n\n\n\n<li><strong>\u53d7\u76ca\u4e8e DeepSeek \u70ed\u5ea6\u3002<\/strong>\u5728\u4e2d\u56fd AI \u6a21\u578b DeepSeek \u53d1\u5e03\u540e\uff0c\u79d1\u6280\u80a1\u666e\u904d\u51fa\u73b0\u56de\u8c03\uff0c\u800c Snowflake \u57fa\u672c\u672a\u53d7\u5f71\u54cd\uff0c\u5e76\u53ef\u80fd\u4ece\u5176\u9ad8\u6027\u4ef7\u6bd4\u7684 AI \u65b9\u6848\u4e2d\u83b7\u76ca\u3002DeepSeek \u964d\u4f4e\u4e86\u5bf9\u786c\u4ef6\u7684\u4f9d\u8d56\uff0c\u5e76\u63a8\u52a8\u4e86 AI \u7684\u66f4\u5e7f\u6cdb\u91c7\u7528\u3002\u4e0e AI \u534a\u5bfc\u4f53\u516c\u53f8\u4e0d\u540c\uff0cSnowflake \u63d0\u4f9b\u4e91\u7aef\u6570\u636e\u5b58\u50a8\u548c\u5206\u6790\u670d\u52a1\uff0c\u800c\u975e\u8ba1\u7b97\u80fd\u529b\uff0c\u56e0\u6b64\uff0c\u66f4\u9ad8\u6548\u7684 AI \u6a21\u578b\u53ef\u80fd\u964d\u4f4e\u5176\u57fa\u7840\u8bbe\u65bd\u6210\u672c\uff0c\u5e76\u63d0\u9ad8\u5229\u6da6\u7387\u3002\u516c\u53f8\u6700\u8fd1\u5c06 DeepSeek \u6a21\u578b\u96c6\u6210\u5230\u5176 AI \u5e02\u573a\uff0c\u4ee5\u6ee1\u8db3\u5f3a\u52b2\u7684\u5ba2\u6237\u9700\u6c42\uff0c\u8fdb\u4e00\u6b65\u5de9\u56fa\u5176\u5728 AI \u9a71\u52a8\u6570\u636e\u5206\u6790\u9886\u57df\u7684\u5730\u4f4d\u3002Snowflake \u76ee\u524d\u5df2\u90e8\u7f72 1,000 \u591a\u4e2a\u751f\u6210\u5f0f AI \u7528\u4f8b\uff0c\u5e76\u62e5\u6709 3,200 \u5bb6 AI \u76f8\u5173\u5ba2\u6237\uff0c\u5904\u4e8e AI \u91c7\u7528\u6d6a\u6f6e\u7684\u6709\u5229\u4f4d\u7f6e\u3002\u968f\u7740 AI \u6210\u672c\u964d\u4f4e\uff0c\u6570\u636e\u5b58\u50a8\u548c\u5904\u7406\u670d\u52a1\u7684\u9700\u6c42\u53ef\u80fd\u589e\u52a0\u3002\u6b64\u5916\uff0c\u901a\u8fc7\u63d0\u4f9b DeepSeek \u6a21\u578b\uff0cSnowflake \u8fdb\u4e00\u6b65\u4e0e Databricks \u548c Google Cloud \u7b49\u7ade\u4e89\u5bf9\u624b\u533a\u5206\u5f00\u6765\uff0c\u540c\u65f6\u5f3a\u5316\u5176 AI \u751f\u6001\u7cfb\u7edf\uff0c\u5438\u5f15\u66f4\u591a\u6a21\u578b\u4f9b\u5e94\u5546\uff0c\u52a0\u901f\u4f01\u4e1a\u7ea7 AI \u7684\u5e94\u7528\u3002<br>  <\/li>\n\n\n\n<li><strong>25\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002 <\/strong>Snowflake Inc \u5728 3Q25 \u5b9e\u73b0\u6536\u5165 9.421 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f 28.3%\uff0c\u9ad8\u4e8e\u5e02\u573a\u9884\u671f 4360 \u4e07\u7f8e\u5143\u3002\u516c\u53f8\u5f55\u5f97\u975e GAAP \u6bcf\u80a1\u6536\u76ca\uff08EPS\uff090.20 \u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f 0.05 \u7f8e\u5143\u3002\u5bf9\u4e8e\u7b2c\u56db\u5b63\u5ea6\uff0c\u516c\u53f8\u9884\u8ba1\u4ea7\u54c1\u6536\u5165\u5c06\u5728 9.06 \u4ebf\u81f3 9.11 \u4ebf\u7f8e\u5143\u4e4b\u95f4\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\/02\/word-image-60868-22.png\" alt=\"\" class=\"wp-image-60936\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-22.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-22-300x64.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\/02\/word-image-60868-23.jpeg\" alt=\"\" class=\"wp-image-60937\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-23.jpeg 1004w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-23-300x167.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-23-768x427.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\/02\/a-long-line-of-a-flag-description-automatically-g-3.png\" class=\"wp-image-60938\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-long-line-of-a-flag-description-automatically-g-3.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-long-line-of-a-flag-description-automatically-g-3-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-long-line-of-a-flag-description-automatically-g-3-768x163.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>\u91cd\u7533\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\/02\/word-image-60868-25.png\" alt=\"\" class=\"wp-image-60939\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-25.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-25-300x64.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\/02\/word-image-60868-26.jpeg\" alt=\"\" class=\"wp-image-60940\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-26.jpeg 1004w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-26-300x167.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-26-768x427.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-60868-_Hlt181111973\"><\/a><a id=\"post-60868-_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-60868-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-27.png\" class=\"wp-image-60941\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-27.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-27-300x64.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\/02\/word-image-60868-28.png\" alt=\"\" class=\"wp-image-60942\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-28.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-28-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Add Overseas-Chinese Banking Corp Ltd (OCBC SP) at S$17.30.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"527\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-29.png\" alt=\"\" class=\"wp-image-60943\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-29.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-29-300x168.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-60868-29-768x429.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 \u9999\u6e2f ^ Back To Top \u534e\u4fa8\u94f6\u884c(OCBC SP)\uff1a\u5bf9\u7f8e\u56fd\u7684\u79ef\u6781\u60c5\u7eea\u5c06\u5ef6\u4f38\u81f3\u65b0\u52a0\u5761 (Source: Bloomberg) \u65b0\u52a0\u5761\u7535\u4fe1(ST SP)\uff1a\u4eba\u5de5\u667a\u80fd\u8fdb\u4e00\u6b65\u878d\u5408 (Source: Bloomberg) \u963f\u91cc\u5df4\u5df4 (9988 HK)\uff1a\u52a0\u5165\u4eba\u5de5\u667a\u80fd\u7ade\u8d5b (Source: Bloomberg) \u643a\u7a0b\u96c6\u56e2 (9961 HK)\uff1a\u6625\u8282\u671f\u95f4\u6e38\u5ba2\u6570\u91cf\u6fc0\u589e (Source: Bloomberg) Snowflake Inc\uff08SNOW US)\uff1a AI \u6269\u5c55\u6218\u7565 (Source: Bloomberg) Ciena Corporation (CIEN US)\uff1a\u4e3b\u5bfc\u5149\u7f51\u7edc\u9886\u57df (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Add Overseas-Chinese [&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-60868","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) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Add Overseas-Chinese Banking Corp Ltd (OCBC SP) at S$17.30.\" \/>\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-05-feb-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\u5e742\u67085\u65e5: \u534e\u4fa8\u94f6\u884c(OCBC SP), \u963f\u91cc\u5df4\u5df4 (9988 HK), Snowflake Inc\uff08SNOW 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) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Add Overseas-Chinese Banking Corp Ltd (OCBC SP) at S$17.30.\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-05-feb-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=\"2025-02-04T23:43:28+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2025-02-05T02:02:41+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2025\u5e742\u67085\u65e5: \u534e\u4fa8\u94f6\u884c(OCBC SP), \u963f\u91cc\u5df4\u5df4 (9988 HK), Snowflake Inc\uff08SNOW US) \u2022 KGI Singapore Research\" \/>\n\t\t<meta name=\"twitter:description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) ^ Back To Top Trading Dashboard Update: Add Overseas-Chinese Banking Corp Ltd (OCBC SP) at S$17.30.\" \/>\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-05-feb-2025-zh\\\/#blogposting\",\"name\":\"2025\\u5e742\\u67085\\u65e5: \\u534e\\u4fa8\\u94f6\\u884c(OCBC SP), \\u963f\\u91cc\\u5df4\\u5df4 (9988 HK), Snowflake Inc\\uff08SNOW US) \\u2022 KGI Singapore Research\",\"headline\":\"2025\\u5e742\\u67085\\u65e5: \\u534e\\u4fa8\\u94f6\\u884c(OCBC SP), \\u963f\\u91cc\\u5df4\\u5df4 (9988 HK), Snowflake Inc\\uff08SNOW 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