{"id":62116,"date":"2025-02-23T22:01:07","date_gmt":"2025-02-23T14:01:07","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=62116"},"modified":"2025-02-23T22:02:35","modified_gmt":"2025-02-23T14:02:35","slug":"kgi-daily-trading-ideas-24-feb-2025-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-24-feb-2025-zh\/","title":{"rendered":"2025\u5e742\u670824\u65e5: \u65b0\u79d1\u5de5\u7a0b (STE SP), \u4e07\u56fd\u6570\u636e (9698 HK), \u5e15\u7f57\u5965\u56fe\u7f51\u8def\u516c\u53f8(PANW 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-62116-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1376\" height=\"624\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-1.png\" alt=\"\" class=\"wp-image-62150\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-1.png 1376w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-1-300x136.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-1-1024x464.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-1-768x348.png 768w\" sizes=\"(max-width: 1376px) 100vw, 1376px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1071\" height=\"274\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-2.png\" alt=\"\" class=\"wp-image-62151\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-2.png 1071w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-2-300x77.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-2-1024x262.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-2-768x196.png 768w\" sizes=\"(max-width: 1071px) 100vw, 1071px\" \/><\/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=\"1071\" height=\"274\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-3.png\" alt=\"\" class=\"wp-image-62152\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-3.png 1071w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-3-300x77.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-3-1024x262.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-3-768x196.png 768w\" sizes=\"(max-width: 1071px) 100vw, 1071px\" \/><\/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-62116-4.png\" alt=\"\" class=\"wp-image-62153\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-4.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-4-300x64.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-62116-_qqv3rtx8nazp\"><\/a><a id=\"post-62116-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1376\" height=\"598\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-5.png\" alt=\"\" class=\"wp-image-62154\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-5.png 1376w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-5-300x130.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-5-1024x445.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-5-768x334.png 768w\" sizes=\"(max-width: 1376px) 100vw, 1376px\" \/><\/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-62116-6.png\" alt=\"\" class=\"wp-image-62155\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-6.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-6-300x64.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-62116-_7c2gwybbbr90\"><\/a><\/h1>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-62116-_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-62116-7.png\" class=\"wp-image-62156\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-7.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-7-300x64.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\u79d1\u5de5\u7a0b  (STE SP)\uff1a24 \u5e74\u7b2c\u56db\u5b63\u5ea6\u65b0\u7b7e\u5408\u540c<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a5.00\uff0c\u76ee\u6807\u4ef7\uff1a5.40\uff0c\u6b62\u635f\u4ef7\uff1a4.80<\/strong><br>  <\/li>\n\n\n\n<li>\u65b0\u79d1\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u5168\u7403\u6027\u7684\u6280\u672f\uff0c\u56fd\u9632\u548c\u5de5\u7a0b\u96c6\u56e2\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u5176\u5728\u822a\u7a7a\u822a\u5929\u3001\u667a\u6167\u57ce\u5e02\u3001\u56fd\u9632\u548c\u516c\u5171\u5b89\u5168\u9886\u57df\u7684\u591a\u5143\u5316\u4e1a\u52a1\u7ec4\u5408\uff0c\u5229\u7528\u6280\u672f\u548c\u521b\u65b0\u6765\u89e3\u51b3\u95ee\u9898\u5e76\u6539\u5584\u751f\u6d3b\u3002\u65b0\u79d1\u5de5\u7a0b\u670d\u52a1\u4e8e\u5168\u7403\u5ba2\u6237\u3002<br>  <\/li>\n\n\n\n<li><strong>\u65b0\u7b7e\u5408\u540c\u989d\u8fbe43\u4ebf\u65b0\u5143\u3002 <\/strong>\u65b0\u52a0\u5761\u79d1\u6280\u5de5\u7a0b\u516c\u53f8\uff08ST Engineering\uff09\u672c\u6708\u521d\u5ba3\u5e03\uff0c\u57282024\u5e74\u7b2c\u56db\u5b63\u5ea6\u83b7\u5f97\u4e86\u603b\u989d43\u4ebf\u65b0\u5143\u7684\u65b0\u5408\u540c\u3002\u5176\u4e2d\u5305\u62ec\u6765\u81ea\u5546\u4e1a\u822a\u7a7a\u9886\u57df\u768418\u4ebf\u65b0\u5143\u3001\u6765\u81ea\u56fd\u9632\u548c\u516c\u5171\u5b89\u5168\u9886\u57df\u768417\u4ebf\u65b0\u5143\uff0c\u4ee5\u53ca\u6765\u81ea\u57ce\u5e02\u89e3\u51b3\u65b9\u6848\u548c\u536b\u661f\u901a\u4fe1\u9886\u57df\u76847\u4ebf\u65b0\u5143\u3002\u5546\u4e1a\u822a\u7a7a\u90e8\u95e8\u5728\u5176\u7ef4\u62a4\u3001\u7ef4\u4fee\u548c\u5927\u4fee\uff08MRO\uff09\u4ee5\u53ca\u822a\u7a7a\u7ed3\u6784\u548c\u7cfb\u7edf\u5b50\u90e8\u95e8\u83b7\u5f97\u4e86\u591a\u9879\u5408\u540c\uff0c\u5176\u4e2d\u5305\u62ec\u4e0e\u5370\u5ea6\u4f4e\u6210\u672c\u822a\u7a7a\u516c\u53f8Akasa Air\u8fbe\u6210\u7684\u4e3a\u671f15\u5e74\u7684\u72ec\u5bb6\u534f\u8bae\u3002\u6301\u7eed\u5f3a\u52b2\u7684\u8ba2\u5355\u91cf\u51f8\u663e\u4e86\u65b0\u79d1\u5de5\u7a0b\u516c\u53f8\u7a33\u56fa\u7684\u5e02\u573a\u5730\u4f4d\u4ee5\u53ca\u5728\u5f3a\u52b2\u7684\u822a\u7a7a\u4e1a\u589e\u957f\u63a8\u52a8\u4e0b\uff0c\u5e02\u573a\u5bf9\u822a\u7a7a\u89e3\u51b3\u65b9\u6848\u7684\u6301\u7eed\u9700\u6c42\u3002<br>  <\/li>\n\n\n\n<li><strong>\u4e0e\u5927\u97e9\u822a\u7a7a\u7b7e\u8ba2LEAP-1B\u53d1\u52a8\u673aMRO\u5408\u540c\u3002 <\/strong>\u65b0\u79d1\u5de5\u7a0b\u516c\u53f8\u7684\u5546\u4e1a\u822a\u7a7a\u4e1a\u52a1\u5df2\u7b7e\u7f72\u4e00\u4efd\u4e3a\u671f\u4e94\u5e74\u7684MRO\u5408\u540c\uff0c\u4e3a\u5927\u97e9\u822a\u7a7a\u6ce2\u97f3737 MAX\u673a\u961f\u7684CFM LEAP-1B\u53d1\u52a8\u673a\u63d0\u4f9b\u652f\u6301\u3002\u8fd9\u6807\u5fd7\u7740\u8be5\u516c\u53f8\u9996\u6b21\u4e0e\u97e9\u56fd\u7684\u65d7\u8230\u822a\u7a7a\u516c\u53f8\u7b7e\u8ba2\u5408\u540c\u3002\u6839\u636e\u534f\u8bae\uff0c\u65b0\u79d1\u5de5\u7a0b\u516c\u53f8\u5c06\u4ece\u5176\u4f4d\u4e8e\u65b0\u52a0\u5761\u7684MRO\u8bbe\u65bd\u63d0\u4f9b\u5feb\u901f\u5468\u8f6c\u670d\u52a1\uff0c\u5305\u62ec\u9ad8\u538b\u6da1\u8f6e\u673a\uff08HPT\uff09\u7ef4\u4fee\u548c\u6027\u80fd\u6062\u590d\u8f66\u95f4\u8bbf\u95ee\uff08PRSV\uff09\u670d\u52a1\u3002\u8be5\u5408\u540c\u589e\u5f3a\u4e86\u5927\u97e9\u822a\u7a7a\u5bf9\u65b0\u79d1\u5de5\u7a0b\u516c\u53f8\u4f5c\u4e3a\u9ad8\u8d28\u91cf\u53d1\u52a8\u673a\u670d\u52a1\u53ef\u9760\u5408\u4f5c\u4f19\u4f34\u7684\u4fe1\u5fc3\uff0c\u4ece\u800c\u652f\u6301\u8be5\u822a\u7a7a\u516c\u53f8\u7684\u957f\u671f\u589e\u957f\u8ba1\u5212\u3002<br>  <\/li>\n\n\n\n<li><strong>\u4e0e\u54c8\u8428\u514b\u65af\u5766Paramount Engineering\uff08KPE\uff09\u5efa\u7acb\u6218\u7565\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u3002 <\/strong>\u65b0\u79d1\u5de5\u7a0b\u516c\u53f8\u7684\u56fd\u9645\u56fd\u9632\u4e1a\u52a1\u5df2\u4e0e\u54c8\u8428\u514b\u65af\u5766Paramount Engineering\uff08KPE\uff09\u5efa\u7acb\u4e86\u6218\u7565\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\uff0c\u4ee5\u5efa\u7acb\u65b0\u578b\u519b\u7528\u8f66\u8f86\u7684\u751f\u4ea7\u80fd\u529b\u3002\u8fd9\u6b3e\u4e24\u6816\u591a\u7528\u9014\u88c5\u7532\u8f66\u5c06\u5728KPE\u4f4d\u4e8e\u54c8\u8428\u514b\u65af\u5766\u7684\u5de5\u5382\u751f\u4ea7\uff0c\u8be5\u8f66\u578b\u57fa\u4e8e\u65b0\u79d1\u5de5\u7a0b\u516c\u53f8\u4e45\u7ecf\u8003\u9a8c\u7684Terrex\u6b65\u5175\u6218\u8f66\uff0c\u8be5\u6218\u8f66\u8bbe\u8ba1\u7528\u4e8e\u5728\u5f00\u653e\u6c34\u57df\u6761\u4ef6\u4e0b\u6709\u6548\u8fd0\u884c\u3002\u65b0\u79d1\u5de5\u7a0b\u516c\u53f8\u5c06\u4e3a\u751f\u4ea7\u63d0\u4f9b\u5de5\u7a0b\u548c\u6280\u672f\u652f\u6301\uff0c\u9884\u8ba1\u5c06\u4e8e2025\u5e74\u5f00\u59cb\u3002\u8fd9\u6807\u5fd7\u7740\u8be5\u516c\u53f8\u8fdb\u5165\u4e2d\u4e9a\u5e02\u573a\u2014\u2014\u8fd9\u662f\u5176\u9996\u6b21\u4e0e\u8be5\u5730\u533a\u6388\u6743\u5408\u4f5c\u4f19\u4f34\u7b7e\u8ba2\u56fd\u9632\u8f66\u8f86\u5408\u540c\u2014\u2014\u5e76\u5de9\u56fa\u4e86\u5176\u901a\u8fc7\u672c\u5730\u5316\u3001\u5f53\u5730\u652f\u6301\u548c\u884c\u4e1a\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u63a8\u52a8\u589e\u957f\u7684\u6218\u7565\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\uff0c\u8425\u6536\u540c\u6bd4\u589e\u957f14.3%\uff0c\u8fbe\u523027.82\u4ebf\u65b0\u5143\uff0c\u800c2023\u5e74\u7b2c\u4e09\u5b63\u4e3a24.33\u4ebf\u65b0\u5143\uff0c\u8fd9\u4e3b\u8981\u5f97\u76ca\u4e8e\u5176\u5546\u4e1a\u822a\u7a7a\u4ee5\u53ca\u56fd\u9632\u548c\u516c\u5171\u5b89\u5168\u90e8\u95e8\u7684\u4e24\u4f4d\u6570\u540c\u6bd4\u589e\u957f\u3002\u7b2c\u4e09\u5b63\uff0c\u5176\u5546\u4e1a\u822a\u7a7a\u6536\u5165\u540c\u6bd4\u589e\u957f30.8%\uff0c\u8fbe\u523012.7\u4ebf\u65b0\u5143\uff0c\u56fd\u9632\u548c\u516c\u5171\u5b89\u5168\u6536\u5165\u540c\u6bd4\u589e\u957f7.3%\uff0c\u8fbe\u523010.5\u4ebf\u65b0\u5143\u3002<br>  <\/li>\n\n\n\n<li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><br><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-62157\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-8.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-8.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-8-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1207\" height=\"553\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-9.jpeg\" alt=\"\" class=\"wp-image-62158\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-9.jpeg 1207w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-9-300x137.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-9-1024x469.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-9-768x352.jpeg 768w\" sizes=\"(max-width: 1207px) 100vw, 1207px\" \/><\/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\" 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-19.png\" class=\"wp-image-62159\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-long-line-of-a-white-background-description-aut-19.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-long-line-of-a-white-background-description-aut-19-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/> <\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u661f\u5c55\u96c6\u56e2 (DBS SP)\uff1a2025\u5e74\u9884\u7b97\u6848\u63d0\u632f\u7ecf\u6d4e<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a44\uff0c\u76ee\u6807\u4ef7\uff1a48\uff0c\u6b62\u635f\u4ef7\uff1a42<\/strong><br>  <\/li>\n\n\n\n<li>\u661f\u5c55\u96c6\u56e2\u63a7\u80a1\u6709\u9650\u516c\u53f8\u53ca\u5176\u9644\u5c5e\u516c\u53f8\u63d0\u4f9b\u5404\u79cd\u91d1\u878d\u670d\u52a1\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u7684\u670d\u52a1\u5305\u62ec\u62b5\u62bc\u8d37\u6b3e\u878d\u8d44\u3001\u79df\u8d41\u548c\u79df\u8d41\u8d2d\u4e70\u878d\u8d44\u3001\u59d4\u6258\u548c\u53d7\u6258\u4eba\u3001\u57fa\u91d1\u7ba1\u7406\u3001\u4f01\u4e1a\u54a8\u8be2\u548c\u7ecf\u7eaa\u3002\u661f\u5c55\u96c6\u56e2\u8fd8\u62c5\u4efb\u65b0\u52a0\u5761\u653f\u5e9c\u8bc1\u5238\u7684\u4e00\u7ea7\u4ea4\u6613\u5546\u3002<br>  <\/li>\n\n\n\n<li><strong>\u9884\u7b97\u6848\u7684\u6f5c\u5728\u5229\u597d\u3002 <\/strong>2\u670818\u65e5\uff0c\u674e\u663e\u9f99\u603b\u7406\u5ba3\u5e03\u4e86\u4e00\u7cfb\u5217\u9488\u5bf9\u65b0\u52a0\u5761\u516c\u6c11\u548c\u4f01\u4e1a\u7684\u798f\u5229\u63aa\u65bd\uff0c\u5305\u62ec\u8d2d\u7269\u5238\u3001\u8865\u8d34\u3001\u7a0e\u6536\u51cf\u514d\u548c\u66f4\u9ad8\u7684\u5de5\u8d44\u8865\u8d34\u30022025\u5e74\u65b0\u52a0\u5761\u9884\u7b97\u6848\u63a8\u51fa\u7684\u63aa\u65bd\u6709\u671b\u901a\u8fc7\u523a\u6fc0\u7ecf\u6d4e\u6d3b\u52a8\u548c\u6539\u5584\u4fe1\u8d37\u72b6\u51b5\u6765\u63d0\u632f\u672c\u5730\u94f6\u884c\u3002\u5305\u62ec\u589e\u52a0\u5bf9\u91cd\u70b9\u57fa\u91d1\u7684\u62e8\u6b3e\u5728\u5185\u7684\u57fa\u7840\u8bbe\u65bd\u6295\u8d44\uff0c\u53ef\u80fd\u4f1a\u63a8\u52a8\u66f4\u9ad8\u7684\u8d37\u6b3e\u9700\u6c42\u3002\u9488\u5bf9\u4e2d\u5c0f\u4f01\u4e1a\u768450%\u4f01\u4e1a\u7a0e\u56de\u6263\u53ef\u80fd\u4f1a\u7f13\u89e3\u5176\u8d22\u52a1\u538b\u529b\uff0c\u964d\u4f4e\u94f6\u884c\u7684\u8d44\u4ea7\u8d28\u91cf\u98ce\u9669\u3002\u4ee5\u6d88\u8d39\u8005\u4e3a\u4e2d\u5fc3\u7684\u4e3e\u63aa\u53ef\u4ee5\u652f\u6301\u6d88\u8d39\uff0c\u540c\u65f6\u7f13\u89e3\u901a\u80c0\u98ce\u9669\uff0c\u4ece\u800c\u964d\u4f4e\u4e0d\u826f\u8d37\u6b3e\u3002\u6b64\u5916\uff0c\u9f13\u52b1\u65b0\u4ea4\u6240\u4e0a\u5e02\u548c\u57fa\u91d1\u7ba1\u7406\u7684\u6fc0\u52b1\u63aa\u65bd\u53ef\u80fd\u4f1a\u4fc3\u8fdb\u8d44\u672c\u5e02\u573a\u6d3b\u52a8\uff0c\u4f7f\u94f6\u884c\u53d7\u76ca\u4e8e\u4ea4\u6613\u91cf\u589e\u52a0\u548c\u5bf9\u91d1\u878d\u4ea7\u54c1\u9700\u6c42\u7684\u589e\u957f\u3002\u603b\u4f53\u800c\u8a00\uff0c\u9884\u7b97\u63aa\u65bd\u9884\u8ba1\u5c06\u4e3a\u65b0\u52a0\u5761\u94f6\u884c\u4e1a\u521b\u9020\u6709\u5229\u7684\u73af\u5883\uff0c\u63a8\u52a8\u8d37\u6b3e\u589e\u957f\uff0c\u6539\u5584\u8d44\u4ea7\u8d28\u91cf\uff0c\u5e76\u652f\u6301\u66f4\u5e7f\u6cdb\u7684\u91d1\u878d\u4e1a\u6d3b\u52a8\u3002<br>  <\/li>\n\n\n\n<li><strong>\u5ba3\u5e03CEO\u8fc7\u6e21\u524d\u7684\u9886\u5bfc\u5c42\u53d8\u52a8\u3002 <\/strong>\u661f\u5c55\u94f6\u884c\u5df2\u4efb\u547dDerrick Goh\u4e3a\u9996\u4efb\u96c6\u56e2\u9996\u5e2d\u8fd0\u8425\u5b98\uff0c\u81ea4\u67081\u65e5\u8d77\u751f\u6548\uff0c\u8d1f\u8d23\u76d1\u7763\u8fd0\u8425\u548c\u8f6c\u578b\u3002\u4ed6\u8fd8\u5c06\u52a0\u5165\u8be5\u94f6\u884c\u7684\u6267\u884c\u59d4\u5458\u4f1a\u3002Koh Kar Siong\u5c06\u63a5\u4efb\u5ba1\u8ba1\u4e3b\u7ba1\u5e76\u52a0\u5165\u7ba1\u7406\u59d4\u5458\u4f1a\u3002\u6b64\u5916\uff0c\u73b0\u4efb\u8fd0\u8425\u4e3b\u7ba1Jimmy Ng\u5c06\u4e8e7\u67081\u65e5\u9000\u4f11\uff0c\u4f46\u5c06\u7ee7\u7eed\u62c5\u4efb\u4eba\u5de5\u667a\u80fd\u9ad8\u7ea7\u987e\u95ee\u81f3\u5e74\u5e95\u3002\u8fd9\u4e9b\u53d8\u52a8\u662f\u5728Piyush Gupta\u51c6\u5907\u4e8e3\u670828\u65e5\u5378\u4efb\u9996\u5e2d\u6267\u884c\u5b98\u4e4b\u9645\u8fdb\u884c\u7684\uff0c\u81ea2024\u5e748\u6708\u8d77\u62c5\u4efb\u526f\u9996\u5e2d\u6267\u884c\u5b98\u7684Tan Su Shan\u5c06\u63a5\u66ff\u4ed6\u7684\u804c\u4f4d\u3002\u661f\u5c55\u94f6\u884c\u7684\u9886\u5bfc\u5c42\u53d8\u52a8\u9884\u793a\u7740\u4e00\u9879\u65e8\u5728\u4fdd\u6301\u589e\u957f\u5e76\u52a0\u5f3a\u5176\u8fd0\u8425\u548c\u6570\u5b57\u5316\u8f6c\u578b\u7684\u6218\u7565\u8fc7\u6e21\u3002\u661f\u5c55\u94f6\u884c\u7684\u9886\u5bfc\u5c42\u53d8\u52a8\u5f3a\u5316\u4e86\u5176\u5bf9\u6570\u5b57\u5316\u8f6c\u578b\u3001\u8fd0\u8425\u6548\u7387\u548c\u6cbb\u7406\u7684\u627f\u8bfa\uff0c\u786e\u4fdd\u5728\u4e0d\u65ad\u53d8\u5316\u7684\u5168\u7403\u94f6\u884c\u4e1a\u8d8b\u52bf\u4e2d\u6301\u7eed\u589e\u957f\u3002\u5728\u65b0\u6267\u884c\u56e2\u961f\u7684\u9886\u5bfc\u4e0b\uff0c\u8be5\u94f6\u884c\u6709\u671b\u4fdd\u6301\u76c8\u5229\u80fd\u529b\u548c\u5e02\u573a\u9886\u5148\u5730\u4f4d\u3002<br>  <\/li>\n\n\n\n<li><strong>\u5728\u521b\u7eaa\u5f55\u5229\u6da6\u4e4b\u9645\u53d1\u653e\u7279\u522b\u5956\u91d1\u548c\u8d44\u672c\u56de\u62a5\u3002 <\/strong>\u661f\u5c55\u94f6\u884c\u5c06\u5411\u9664\u9ad8\u7ea7\u7ba1\u7406\u4eba\u5458\u4ee5\u5916\u7684\u6240\u6709\u5458\u5de5\u53d1\u653e\u4e00\u6b21\u60271000\u65b0\u52a0\u5761\u5143\u5956\u91d1\uff0c\u603b\u989d\u8fbe3200\u4e07\u65b0\u52a0\u5761\u5143\uff0c\u4ee5\u5956\u52b1\u4ed6\u4eec\u4e3a\u521b\u7eaa\u5f55\u4e1a\u7ee9\u505a\u51fa\u7684\u8d21\u732e\u3002\u8fd9\u9879\u5956\u91d1\u5c06\u60e0\u53ca90-95%\u7684\u5458\u5de5\u3002\u8be5\u94f6\u884c\u8fd8\u5ba3\u5e03\uff0c25\u8d22\u5e74\u6bcf\u5b63\u5ea6\u6d3e\u53d10.15\u65b0\u52a0\u5761\u5143\/\u80a1\u7684\u8d44\u672c\u56de\u62a5\u80a1\u606f\uff0c\u5e76\u8ba1\u5212\u5728\u672a\u6765\u4e24\u5e74\u5185\u8fdb\u884c\u7c7b\u4f3c\u7684\u6d3e\u606f\u3002\u8fd9\u662f\u5176\u901a\u8fc7\u80a1\u606f\u3001\u7279\u522b\u6d3e\u606f\u548c\u80a1\u7968\u56de\u8d2d\u6765\u51cf\u5c11\u8fc7\u5269\u8d44\u672c\u7684\u6218\u7565\u7684\u4e00\u90e8\u5206\u3002\u661f\u5c55\u94f6\u884c\u516c\u5e03\uff0c24\u8d22\u5e74\u7b2c\u56db\u5b63\u5ea6\u51c0\u5229\u6da6\u4e3a25.2\u4ebf\u65b0\u52a0\u5761\u5143\uff0c\u540c\u6bd4\u589e\u957f11%\uff0c\u5168\u5e74\u51c0\u5229\u6da6\u8fbe\u5230\u521b\u7eaa\u5f55\u7684112.9\u4ebf\u65b0\u52a0\u5761\u5143\uff0c\u540c\u6bd4\u589e\u957f12%\u3002\u5c3d\u7ba1\u5b58\u5728\u5b8f\u89c2\u7ecf\u6d4e\u4e0d\u786e\u5b9a\u6027\u3001\u5229\u7387\u8d8b\u52bf\u548c\u5730\u7f18\u653f\u6cbb\u98ce\u9669\uff0c\u4f46\u661f\u5c55\u94f6\u884c\u7684\u8868\u73b0\u8d85\u51fa\u4e86\u9884\u671f\u3002\u6211\u4eec\u76f8\u4fe1\uff0c\u5728\u521b\u7eaa\u5f55\u7684\u6536\u76ca\u3001\u5f3a\u5927\u7684\u9886\u5bfc\u5c42\u7ee7\u4efb\u4ee5\u53ca\u5bf9\u6280\u672f\u7684\u6301\u7eed\u6295\u8d44\u7684\u652f\u6301\u4e0b\uff0c\u8be5\u94f6\u884c\u4ecd\u6709\u80fd\u529b\u5b9e\u73b0\u957f\u671f\u589e\u957f\u3002<br>  <\/li>\n\n\n\n<li><strong>24\u5e74\u7b2c\u56db\u5b63\u4e1a\u7ee9\u56de\u987e\u3002 <\/strong>DBS 2024\u5e74\u7b2c\u56db\u5b63\u5ea6\u603b\u6536\u5165\u589e\u957f11%\u81f355.1\u4ebf\u65b0\u5143\uff0c\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f11%\u81f325.2\u4ebf\u65b0\u5143\uff0c\u76f8\u8f83\u53bb\u5e74\u540c\u671f\u768422.7\u4ebf\u65b0\u5143\u3002DBS\u5168\u5e74\u51c0\u5229\u6da6\u521b\u4e0b\u65b0\u9ad8\uff0c\u8fbe112.9\u4ebf\u65b0\u5143\uff0c\u540c\u6bd4\u589e\u957f12%\u3002DBS\u5ba3\u5e03\u7b2c\u56db\u5b63\u5ea6\u80a1\u606f\u4e3a\u6bcf\u80a10.15\u65b0\u5143\uff0c\u6bcf\u5b63\u5ea6\u6d3e\u53d1\uff0c\u5e76\u5c06\u57282025\u8d22\u5e74\u652f\u4ed8\uff0c\u9884\u8ba1\u672a\u6765\u4e24\u5e74\u5c06\u652f\u4ed8\u76f8\u4f3c\u91d1\u989d\u7684\u8d44\u672c\u3002<br>  <\/li>\n\n\n\n<li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><br><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-62160\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-blue-and-white-rectangular-box-with-numbers-ai-1-3.png\" alt=\"A blue and white rectangular box with numbers\n\nAI-generated content may be incorrect.\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-blue-and-white-rectangular-box-with-numbers-ai-1-3.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-blue-and-white-rectangular-box-with-numbers-ai-1-3-300x64.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=\"1267\" height=\"558\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-graph-with-lines-and-numbers-ai-generated-conte-3.jpeg\" alt=\"A graph with lines and numbers\n\nAI-generated content may be incorrect.\" class=\"wp-image-62161\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-graph-with-lines-and-numbers-ai-generated-conte-3.jpeg 1267w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-graph-with-lines-and-numbers-ai-generated-conte-3-300x132.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-graph-with-lines-and-numbers-ai-generated-conte-3-1024x451.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-graph-with-lines-and-numbers-ai-generated-conte-3-768x338.jpeg 768w\" sizes=\"(max-width: 1267px) 100vw, 1267px\" \/><\/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-62116-13.png\" class=\"wp-image-62162\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-13.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-13-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-62116-_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-62116-14.png\" class=\"wp-image-62163\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-14.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-14-300x64.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\"><a id=\"post-62116-_34eo5yf8y7pj\"><\/a><strong>\u4e07\u56fd\u6570\u636e (9698 HK)\uff1a\u4eba\u5de5\u667a\u80fd\u8d44\u672c\u652f\u51fa\u63a8\u52a8\u6570\u636e\u4e2d\u5fc3\u9700\u6c42<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a47.0\uff0c\u76ee\u6807\u4ef7\uff1a55.0\uff0c\u6b62\u635f\u4ef7\uff1a43.0<\/strong><br>  <\/li>\n\n\n\n<li>\u4e07\u56fd\u6570\u636e\u63a7\u80a1\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u603b\u90e8\u4f4d\u4e8e\u4e2d\u56fd\u7684\u63a7\u80a1\u516c\u53f8\uff0c\u4e3b\u8981\u4ece\u4e8b\u5f00\u53d1\u548c\u8fd0\u8425\u9ad8\u6027\u80fd\u6570\u636e\u4e2d\u5fc3\u3002\u8be5\u516c\u53f8\u5bf9\u8fd0\u8425\u5546\u548c\u4e91\u670d\u52a1\u63d0\u4f9b\u5546\u6301\u4e2d\u7acb\u6001\u5ea6\uff0c\u4f7f\u5176\u5ba2\u6237\u80fd\u591f\u8bbf\u95ee\u4e2d\u56fd\u6240\u6709\u4e3b\u8981\u7535\u4fe1\u7f51\u7edc\uff0c\u4ee5\u53ca\u5728\u5176\u8bb8\u591a\u8bbe\u65bd\u4e2d\u6258\u7ba1\u7684\u4e2d\u56fd\u548c\u5168\u7403\u516c\u5171\u4e91\u3002\u5b83\u63d0\u4f9b\u4e3b\u673a\u4ee3\u7ba1\u548c\u6258\u7ba1\u670d\u52a1\uff0c\u5305\u62ec\u4e0e\u516c\u5171\u4e91\u7684\u76f4\u63a5\u4e13\u7528\u8fde\u63a5\uff0c\u7528\u4e8e\u7ba1\u7406\u6df7\u5408\u4e91\u7684\u670d\u52a1\u5e73\u53f0\uff0c\u4ee5\u53ca\u5728\u9700\u8981\u65f6\u8f6c\u552e\u516c\u5171\u4e91\u670d\u52a1\u3002\u5b83\u8fd8\u63d0\u4f9b\u5916\u5305\u6570\u636e\u4e2d\u5fc3\u670d\u52a1\u3002\u5176\u5ba2\u6237\u5305\u62ec\u4e91\u670d\u52a1\u63d0\u4f9b\u5546\uff0c\u4e92\u8054\u7f51\u516c\u53f8\uff0c\u91d1\u878d\u673a\u6784\uff0c\u7535\u4fe1\u8fd0\u8425\u5546\uff0c\u4fe1\u606f\u6280\u672f(IT)\u670d\u52a1\u63d0\u4f9b\u5546\uff0c\u5927\u578b\u4f01\u4e1a\u548c\u516c\u5171\u670d\u52a1\u5ba2\u6237\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u5728\u4e2d\u56fd\u5e02\u573a\u7ecf\u8425\u4e1a\u52a1\u3002<br>  <\/li>\n\n\n\n<li><strong>\u4e2d\u56fd\u4eba\u5de5\u667a\u80fd\u6d3b\u52a8\u589e\u52a0\uff0c\u5229\u597d\u4e07\u56fd\u6570\u636e\u3002 <\/strong>\u4e2d\u56fd\u4eba\u5de5\u667a\u80fd\u9886\u57df\u521b\u65b0\u84ec\u52c3\u53d1\u5c55\uff0cDeepSeek\u548c\u963f\u91cc\u5df4\u5df4\u7684Qwen\u63a8\u51fa\u4e86\u9ad8\u6027\u4ef7\u6bd4\u7684\u6a21\u578b\uff0c\u5e76\u57282025\u5e741\u6708\u4e0b\u65ec\u8d85\u8d8a\u4e86DeepSeek-V3\u548cMeta\u7684Llama-3.1\u7b49\u7ade\u4e89\u5bf9\u624b\u3002\u8fd9\u4e00\u52bf\u5934\u4fc3\u4f7f\u5305\u62ec\u817e\u8baf\u3001\u767e\u5ea6\u548c\u534e\u4e3a\u5728\u5185\u7684\u4e3b\u8981\u53c2\u4e0e\u8005\u5c06\u5148\u8fdb\u7684\u8bed\u8a00\u6a21\u578b\u96c6\u6210\u5230\u4ed6\u4eec\u7684\u4e91\u8ba1\u7b97\u548c\u4e92\u8054\u7f51\u670d\u52a1\u4e2d\u3002\u4e3b\u8981\u516c\u53f8\u963f\u91cc\u5df4\u5df4\u7684\u8d44\u672c\u652f\u51fa\u4e5f\u73af\u6bd4\u589e\u957f\u4e8680%\u4ee5\u4e0a\uff0c\u8868\u660e\u5176\u5728\u4eba\u5de5\u667a\u80fd\u9886\u57df\u7684\u6295\u8d44\u529b\u5ea6\u5f88\u5927\u3002\u4e3a\u4e86\u8fdb\u4e00\u6b65\u52a0\u901f\u589e\u957f\uff0c\u4e2d\u56fd\u6700\u8fd1\u8fd8\u8bbe\u7acb\u4e86\u4e00\u4e2a600\u4ebf\u5143\u7684\u4eba\u5de5\u667a\u80fd\u6295\u8d44\u57fa\u91d1\uff0c\u4ee5\u652f\u6301\u9ad8\u8d28\u91cf\u7684\u4ea7\u4e1a\u53d1\u5c55\u5e76\u63a8\u52a8\u5173\u952e\u521b\u65b0\u9886\u57df\u7684\u7a81\u7834\u3002\u4eba\u5de5\u667a\u80fd\u6d3b\u52a8\u7684\u6fc0\u589e\u63a8\u52a8\u4e86\u5bf9\u6570\u636e\u4e2d\u5fc3\u524d\u6240\u672a\u6709\u7684\u9700\u6c42\uff0c\u76f4\u63a5\u5229\u597d\u4e07\u56fd\u6570\u636e\u6709\u9650\u516c\u53f8\u3002<br>  <\/li>\n\n\n\n<li><strong>\u6269\u5f20\u81f3\u65b0\u52a0\u5761\u3002 <\/strong>2024\u5e74\u5e95\uff0c\u4e07\u56fd\u6570\u636e\u4ece\u51ef\u5fb7\u96c6\u56e2\u6536\u8d2d\u4e86\u4e00\u5904\u623f\u4ea7\uff0c\u5e76\u8ba1\u5212\u5c06\u5176\u6539\u9020\u6210\u6570\u636e\u4e2d\u5fc3\uff0c\u7406\u7531\u662f\u5176\u672a\u6765\u5bb9\u91cf\u6269\u5f20\u6f5c\u529b\u5de8\u5927\u3002\u7b2c\u4e00\u9636\u6bb5\u9884\u8ba1\u5c06\u4e8e2026\u5e74\u7b2c\u56db\u5b63\u5ea6\u6295\u5165\u8fd0\u8425\u3002\u6b64\u524d\uff0c\u4e07\u56fd\u6570\u636e\u83b7\u5f97\u4e86\u65b0\u52a0\u5761\u8d44\u8baf\u901a\u4fe1\u5a92\u4f53\u53d1\u5c55\u5c40\uff08IMDA\uff09\u548c\u7ecf\u6d4e\u53d1\u5c55\u5c40\uff08EDB\uff09\u6388\u4e88\u7684\u65b0\u7684\u6570\u636e\u4e2d\u5fc3\u5bb9\u91cf\uff0c\u8fd9\u6807\u5fd7\u7740\u5176\u5728\u65b0\u52a0\u5761\u7b49\u9ad8\u589e\u957f\u5e02\u573a\u6269\u5f20\u6218\u7565\u7684\u4e00\u4e2a\u91cd\u8981\u91cc\u7a0b\u7891\u3002\u65b0\u52a0\u5761\u5728\u6570\u5b57\u521b\u65b0\u9886\u57df\u7684\u9886\u5148\u5730\u4f4d\u8fdb\u4e00\u6b65\u589e\u5f3a\u4e86\u4e07\u56fd\u56fd\u9645\u4ece\u8fd9\u4e00\u6218\u7565\u4f4d\u7f6e\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u7684\u80fd\u529b\u3002<br>  <\/li>\n\n\n\n<li><strong>\u6218\u7565\u6269\u5f20\u548c\u878d\u8d44\u3002 <\/strong>2024\u5e74\u5e95\uff0c\u4e07\u56fd\u6570\u636e\u901a\u8fc7\u5728\u5176\u56fd\u9645\u5b50\u516c\u53f8\u53d1\u884cB\u8f6e\u53ef\u8f6c\u6362\u4f18\u5148\u80a1\uff0c\u4ece\u673a\u6784\u79c1\u52df\u80a1\u6743\u6295\u8d44\u8005\u90a3\u91cc\u83b7\u5f97\u4e8610\u4ebf\u7f8e\u5143\u7684\u8d44\u91d1\u3002\u52a0\u4e0a\u4e07\u56fd\u56fd\u9645\u73b0\u6709\u7684\u80a1\u6743\uff0c\u8fd9\u7b14\u8d44\u91d1\u5c06\u652f\u6301\u5f00\u53d1\u603b\u5bb9\u91cf\u9ad8\u8fbe1\u5409\u74e6\u7684\u6570\u636e\u4e2d\u5fc3\u2014\u2014\u662f\u8be5\u516c\u53f8\u76ee\u524d\u5728\u4e2d\u56fd\u5927\u9646\u4ee5\u5916\u8fd0\u8425\u548c\u5728\u5efa\u8bbe\u65bd\u7684\u4e24\u500d\u4ee5\u4e0a\u3002\u6b64\u6b21\u6269\u5f20\u4f7f\u4e07\u56fd\u6570\u636e\u5728\u672a\u6765\u51e0\u5e74\u80fd\u591f\u6218\u7565\u6027\u5730\u5229\u7528\u5bf9\u4eba\u5de5\u667a\u80fd\u57fa\u7840\u8bbe\u65bd\u670d\u52a1\u65e5\u76ca\u589e\u957f\u7684\u9700\u6c42\u3002<br>  <\/li>\n\n\n\n<li><strong>2024\u5e74\u7b2c\u4e09\u5b63\u4e1a\u7ee9\u3002 <\/strong>2024\u5e74\u7b2c\u4e09\u5b63\uff0c\u8425\u6536\u540c\u6bd4\u589e\u957f17.7%\uff0c\u8fbe\u5230\u4eba\u6c11\u5e0129.7\u4ebf\u5143\uff0c\u800c2023\u5e74\u7b2c\u4e09\u5b63\u4e3a\u4eba\u6c11\u5e0125.2\u4ebf\u5143\u30022024\u5e74\u7b2c\u4e09\u5b63\u51c0\u4e8f\u635f\u4e3a\u4eba\u6c11\u5e012.311\u4ebf\u5143\uff0c\u800c2023\u5e74\u7b2c\u4e09\u5b63\u51c0\u4e8f\u635f\u4e3a\u4eba\u6c11\u5e014.208\u4ebf\u5143\u30022024\u5e74\u7b2c\u4e09\u5b63\u57fa\u672c\u6bcf\u80a1\u51c0\u4e8f\u635f\u4e3a\u4eba\u6c11\u5e010.14\u5143\uff0c\u800c2023\u5e74\u7b2c\u4e09\u5b63\u57fa\u672c\u6bcf\u80a1\u51c0\u4e8f\u635f\u4e3a\u4eba\u6c11\u5e010.30\u5143\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-62164\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-15.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-15.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-15-300x64.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=\"1207\" height=\"553\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-16.jpeg\" alt=\"\" class=\"wp-image-62165\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-16.jpeg 1207w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-16-300x137.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-16-1024x469.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-16-768x352.jpeg 768w\" sizes=\"(max-width: 1207px) 100vw, 1207px\" \/><\/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-62116-17.png\" class=\"wp-image-62166\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-17.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-17-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u745e\u58f0\u79d1\u6280 (2018 HK)\uff1a\u65b0\u6b3e iPhone 16e<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a48.0\uff0c\u76ee\u6807\u4ef7\uff1a54.0\uff0c\u6b62\u635f\u4ef7\uff1a45.0<\/strong><br>  <\/li>\n\n\n\n<li>AAC Technologies Holdings Inc\u662f\u4e00\u5bb6\u4e2d\u56fd\u7684\u6295\u8d44\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u56db\u4e2a\u4e1a\u52a1\u90e8\u95e8\u5f00\u5c55\u4e1a\u52a1\uff1a\u5149\u5b66\u4e1a\u52a1\u90e8\u95e8\u3001\u58f0\u5b66\u4e1a\u52a1\u90e8\u95e8\u3001\u7535\u78c1\u4f20\u52a8\/\u7cbe\u5bc6\u7ed3\u6784\u4ef6\u4e1a\u52a1\u90e8\u95e8\u548c\u5fae\u673a\u7535\u7cfb\u7edf\uff08MEMS\uff09\u4e1a\u52a1\u90e8\u95e8\u3002\u8be5\u516c\u53f8\u7684\u4e3b\u8981\u4ea7\u54c1\u5305\u62ec\u58f0\u5b66\u4ea7\u54c1\u3001\u7535\u78c1\u4f20\u52a8\u53ca\u7cbe\u5bc6\u7ed3\u6784\u4ef6\u3001\u5149\u5b66\u4ea7\u54c1\u548c\u5fae\u673a\u7535\u7cfb\u7edf\u5668\u4ef6\u3002<br>  <\/li>\n\n\n\n<li><strong>\u82f9\u679c\u7684\u7ecf\u6d4e\u578b AI \u624b\u673a\u3002<\/strong>\u82f9\u679c\u63a8\u51fa\u4e86 iPhone 16e\u2014\u2014\u4e00\u6b3e\u4ef7\u683c\u4eb2\u6c11\u4e14\u5177\u5907 AI \u80fd\u529b\u7684\u667a\u80fd\u624b\u673a\uff0c\u65e8\u5728\u5438\u5f15\u56fd\u5185\u53ca\u4e2d\u56fd\u3001\u5370\u5ea6\u7b49\u5173\u952e\u589e\u957f\u5e02\u573a\u7684\u4e2d\u7aef\u6d88\u8d39\u8005\u3002\u653e\u5f03\u6b64\u524d\u7684 SE \u547d\u540d\uff0c\u8be5\u673a\u578b\u76f4\u63a5\u6311\u6218\u6d41\u884c\u7684 Android \u8bbe\u5907\uff0c\u6b64\u65f6\u4e09\u661f\u548c\u534e\u4e3a\u7b49\u7ade\u4e89\u5bf9\u624b\u6b63\u8fc5\u901f\u6574\u5408 AI \u529f\u80fd\u3002iPhone 16e \u7684\u8d77\u552e\u4ef7\u4e3a 599 \u7f8e\u5143\uff0c\u6bd4\u4e4b\u524d\u7684\u5165\u95e8\u673a\u578b\u9ad8\u51fa 170 \u7f8e\u5143\uff0c\u5176\u529f\u80fd\u63a5\u8fd1\u82f9\u679c\u65d7\u8230\u4ea7\u54c1\uff0c\u5305\u62ec\u4e00\u9897\u9ad8\u6027\u80fd\u82af\u7247\uff0c\u53ef\u9a71\u52a8 Apple Intelligence\uff0c\u5b9e\u73b0\u7c7b\u4f3c ChatGPT \u7684\u4f53\u9a8c\u3002\u8fd9\u4e00\u5177\u6709\u7ade\u4e89\u529b\u7684\u5b9a\u4ef7\u964d\u4f4e\u4e86\u6d88\u8d39\u8005\u52a0\u5165\u82f9\u679c AI \u751f\u6001\u7cfb\u7edf\u7684\u95e8\u69db\uff0c\u6709\u671b\u63a8\u52a8\u9500\u91cf\u589e\u957f\uff0c\u5e76\u60e0\u53ca\u5982 AAC Technologies \u7b49\u4f9b\u5e94\u5546.<br>  <\/li>\n\n\n\n<li><strong>\u6b63\u9762\u76c8\u5229\u9884\u8b66\u3002<\/strong>AAC Technologies \u6700\u8fd1\u53d1\u5e03\u4e86\u76c8\u5229\u9884\u8b66\uff0c\u6307\u51fa\u5168\u7403\u667a\u80fd\u624b\u673a\u5e02\u573a\u7684\u5f3a\u52b2\u590d\u82cf\u3001\u66f4\u9ad8\u89c4\u683c\u4ea7\u54c1\u7684\u8f6c\u578b\u6539\u5584\u4e86\u4ea7\u54c1\u7ec4\u5408\uff0c\u4ee5\u53ca\u8fd0\u8425\u6548\u7387\u7684\u63d0\u5347\uff0c\u5171\u540c\u63a8\u52a8\u4e86\u4e1a\u7ee9\u589e\u957f\u3002\u516c\u53f8\u73b0\u9884\u8ba1\u51c0\u5229\u6da6\u5c06\u4e0a\u5347\u81f3\u4eba\u6c11\u5e01 17 \u4ebf\u5143\u81f3 18.15 \u4ebf\u5143\u4e4b\u95f4\uff0c\u540c\u6bd4\u589e\u5e45\u7ea6\u4e3a 130% \u81f3 145%\u3002\u6b64\u5916\uff0c2024 \u5e74 2 \u6708\u6210\u529f\u5b8c\u6210\u5bf9 Acoustics Solutions International B.V. \u7684\u7b2c\u4e00\u7b14\u6536\u8d2d\u4e5f\u4e3a\u96c6\u56e2\u76c8\u5229\u8d21\u732e\u4e86\u6b63\u9762\u6548\u5e94\uff0c\u5e76\u589e\u5f3a\u4e86\u5176\u5728\u6c7d\u8f66\u5e02\u573a\u7684\u589e\u957f\u524d\u666f\u3002\u8fd9\u4e00\u5f3a\u52b2\u7684\u8d22\u52a1\u72b6\u51b5\u5c06\u52a9\u529b\u516c\u53f8\u6301\u7eed\u63a8\u52a8\u4e1a\u52a1\u589e\u957f\u3002<br>  <\/li>\n\n\n\n<li><strong>CES 2025 \u5c55\u793a\u3002<\/strong>\u5728\u5168\u7403\u6700\u5927\u7684\u6d88\u8d39\u7535\u5b50\u548c\u79d1\u6280\u76db\u4f1a CES 2025 \u4e0a\uff0cAAC Technologies \u5c55\u793a\u4e86\u5728\u89c6\u89c9\u3001\u97f3\u9891\u548c\u89e6\u89c9\u4ea4\u4e92\u9886\u57df\u7684\u7a81\u7834\u6027\u8fdb\u5c55\u3002\u516c\u53f8\u5c55\u793a\u4e86\u5176\u5e7f\u6cdb\u7684\u4ea7\u54c1\u7ec4\u5408\uff0c\u6db5\u76d6\u667a\u80fd\u6c7d\u8f66\u7cfb\u7edf\u3001\u58f0\u5b66\u3001\u89e6\u89c9\u3001XR\u3001\u5149\u5b66\u3001\u7cbe\u5bc6\u5236\u9020\u3001\u5fae\u7535\u673a\u3001VCM\u3001\u4f20\u611f\u5668\u548c\u534a\u5bfc\u4f53\u7b49\u521b\u65b0\u6280\u672f\u3002\u51ed\u501f\u4e00\u7cfb\u5217\u9488\u5bf9\u4e0d\u540c\u5e94\u7528\u573a\u666f\u81ea\u4e3b\u7814\u53d1\u7684\u4ea7\u54c1\u548c\u89e3\u51b3\u65b9\u6848\uff0cAAC Technologies \u518d\u6b21\u6811\u7acb\u4e86\u884c\u4e1a\u65b0\u6807\u6746\uff0c\u9884\u8ba1\u8fd9\u4e00\u4e3e\u63aa\u5c06\u5438\u5f15\u66f4\u591a\u5404\u884c\u4e1a\u7684\u5173\u6ce8\uff0c\u5e76\u8fdb\u4e00\u6b65\u5de9\u56fa\u5176\u5e02\u573a\u5730\u4f4d\u3002<br>  <\/li>\n\n\n\n<li><strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u3002<\/strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u603b\u6536\u5165\u4e3a\u4eba\u6c11\u5e01112\u4ebf\u5143\uff0c\u76f8\u6bd423\u8d22\u5e74\u4e0a\u534a\u5e74\u768492.2\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f22.0%\u300224\u8d22\u5e74\u4e0a\u534a\u5e74\u51c0\u5229\u6da6\u4e3a\u4eba\u6c11\u5e015.37\u4ebf\u5143\uff0c\u76f8\u6bd423\u8d22\u5e74\u4e0a\u534a\u5e74\u76841.50\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f\u663e\u8457\u300224\u8d22\u5e74\u4e0a\u534a\u5e74\u6bcf\u80a1\u6536\u76ca\u4e3a\u4eba\u6c11\u5e010.46\u5143\uff0c\u800c23\u8d22\u5e74\u4e0a\u534a\u5e74\u6bcf\u80a1\u6536\u76ca\u4e3a\u4eba\u6c11\u5e010.13\u5143\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-62167\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-blue-and-white-rectangular-box-with-white-text-30.png\" alt=\"A blue and white rectangular box with white text\n\nAI-generated content may be incorrect.\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-blue-and-white-rectangular-box-with-white-text-30.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-blue-and-white-rectangular-box-with-white-text-30-300x64.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=\"1267\" height=\"558\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-graph-with-red-and-green-lines-ai-generated-con-1.jpeg\" alt=\"A graph with red and green lines\n\nAI-generated content may be incorrect.\" class=\"wp-image-62168\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-graph-with-red-and-green-lines-ai-generated-con-1.jpeg 1267w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-graph-with-red-and-green-lines-ai-generated-con-1-300x132.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-graph-with-red-and-green-lines-ai-generated-con-1-1024x451.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-graph-with-red-and-green-lines-ai-generated-con-1-768x338.jpeg 768w\" sizes=\"(max-width: 1267px) 100vw, 1267px\" \/><\/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-62116-20.png\" alt=\"\" class=\"wp-image-62169\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-20.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-20-300x64.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-62116-_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-62116-21.png\" class=\"wp-image-62170\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-21.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-21-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-21-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u5e15\u7f57\u5965\u56fe\u7f51\u8def\u516c\u53f8(PANW US)\uff1a\u7a33\u56fa\u7f51\u7edc\u5b89\u5168\u9f99\u5934\u5730\u4f4d<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a190 \u76ee\u6807\u4ef7\uff1a220\uff0c\u6b62\u635f\u4ef7\uff1a175<\/strong><br>  <\/li>\n\n\n\n<li>\u5e15\u7f57\u5965\u56fe\u7f51\u8def\u516c\u53f8\u662f\u4e00\u5bb6\u4e13\u6ce8\u4e8e\u7f51\u7edc\u5b89\u5168\u89e3\u51b3\u65b9\u6848\u7684\u8de8\u56fd\u4f01\u4e1a\uff0c\u4e3b\u8981\u63d0\u4f9b\u9632\u706b\u5899\u3001\u4e91\u7aef\u5b89\u5168\u3001\u7aef\u70b9\u9632\u62a4\u4ee5\u53ca\u5a01\u80c1\u60c5\u62a5\u7b49\u4ea7\u54c1\u4e0e\u670d\u52a1\u3002<br>  <\/li>\n\n\n\n<li><strong>\u9884\u8ba12025\u5e74\u5168\u7403\u4e91\u652f\u51fa\u9ad8\u901f\u589e\u957f\u3002<\/strong>\u6839\u636eGartner\u7684\u6700\u65b0\u9884\u6d4b\uff0c\u5168\u7403\u7ec8\u7aef\u7528\u6237\u5728\u516c\u5171\u4e91\u670d\u52a1\u4e0a\u7684\u652f\u51fa\u9884\u8ba1\u5c06\u4ece2024\u5e74\u76845,957\u4ebf\u7f8e\u5143\u589e\u957f\u81f32025\u5e74\u76847,234\u4ebf\u7f8e\u5143\u3002\u5728\u7f51\u7edc\u5b89\u5168\u4e0a\u7684\u652f\u51fa\u5c06\u4ece2024\u5e74\u76841,839\u4ebf\u7f8e\u5143\u589e\u957f\u81f32025\u5e74\u76842,120\u4ebf\u7f8e\u5143\u3002\u968f\u7740\u4eba\u5de5\u667a\u80fd\u7684\u666e\u53ca\uff0c\u8d8a\u6765\u8d8a\u591a\u7684\u6295\u8d44\u6d41\u5165\u5b89\u5168\u8f6f\u4ef6\u5e02\u573a\uff0c\u5305\u62ec\u5e94\u7528\u7a0b\u5e8f\u5b89\u5168\u3001\u6570\u636e\u5b89\u5168\u4e0e\u9690\u79c1\u4fdd\u62a4\uff0c\u4ee5\u53ca\u57fa\u7840\u8bbe\u65bd\u4fdd\u62a4\u7b49\u9886\u57df\u3002\u7f51\u7edc\u5b89\u5168\u5e02\u573a\u9884\u8ba1\u57282030\u5e74\u4e4b\u524d\u5c06\u4ee511%\u7684\u5e74\u5747\u589e\u957f\u7387\u589e\u957f\u3002 <br>  <\/li>\n\n\n\n<li><strong>\u9632\u706b\u5899\u5e02\u573a\u9f99\u5934\u3002 <\/strong>\u516c\u53f8\u5728\u9632\u706b\u5899\u5e02\u573a\u7684\u5360\u6709\u7387\u7ea6\u4e3a20%\uff0c\u5168\u7403\u62e5\u6709\u8d85\u8fc78\u4e07\u5bb6\u5ba2\u6237\uff0c\u6db5\u76d6\u5927\u4f01\u4e1a\u3001\u653f\u5e9c\u673a\u6784\u53ca\u91d1\u878d\u673a\u6784\u7b49\u591a\u5143\u5316\u884c\u4e1a\u3002\u516c\u53f8\u7684\u5ba2\u6237\u7ef4\u7cfb\u7387\u8d85\u8fc790%\uff0c\u663e\u793a\u51fa\u5176\u4ea7\u54c1\u7684\u9ad8\u9700\u6c42\u548c\u7a33\u5b9a\u6027\u3002\u5176\u4e91\u7aef\u5b89\u5168\u5e73\u53f0\uff08\u5305\u62ecPrisma Cloud\u548cCortex XSOAR\uff09\u6b63\u5728\u5e02\u573a\u4e0a\u5feb\u901f\u6269\u5c55\u3002\u57282024\u5e74\u7b2c\u56db\u5b63\u5ea6\uff0cPrisma Cloud\u7684\u5e74\u589e\u957f\u7387\u8fbe\u5230\u4e8638%\u3002<br>  <\/li>\n\n\n\n<li><strong>40\u6cd5\u5219\u3002<\/strong>40\u6cd5\u5219\u662f\u8861\u91cf\u8f6f\u4ef6\u5373\u670d\u52a1\uff08SaaS\uff09\u516c\u53f8\u76c8\u5229\u80fd\u529b\u548c\u6210\u957f\u6027\u7684\u5173\u952e\u6307\u6807\u3002\u8be5\u516c\u53f8\u6700\u65b0\u4e00\u5b63\u5ea6\u7684\u8425\u6536\u589e\u957f\u7387\u4e0eEBITDA\u5229\u6da6\u7387\u4e4b\u548c\u8fbe\u523048.6\uff0c\u8868\u73b0\u4f18\u4e8e\u5e02\u573a\u9884\u671f\u3002<br>  <\/li>\n\n\n\n<li><strong>25 \u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u3002 <\/strong>\u8425\u6536\u540c\u6bd4\u589e\u957f14.1%\uff0c\u8fbe22.6\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u5e02\u573a\u9884\u671f2,000\u4e07\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.81\u7f8e\u5143\uff0c\u9ad8\u4e8e\u5e02\u573a\u9884\u671f0.03\u7f8e\u5143\u3002 \u516c\u53f8\u4e0a\u8c032025\u8d22\u5e74\u5168\u5e74\u8425\u6536\u9884\u671f\u81f391.4\u4ebf\u81f391.9\u4ebf\u7f8e\u5143\uff0c\u9ad8\u4e8e\u6b64\u524d\u9884\u6d4b\u768491.2\u4ebf\u81f391.7\u4ebf\u7f8e\u5143\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-62116-22.png\" alt=\"\" class=\"wp-image-62171\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-22.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-22-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"970\" height=\"552\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-23.jpeg\" alt=\"\" class=\"wp-image-62172\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-23.jpeg 970w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-23-300x171.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-23-768x437.jpeg 768w\" sizes=\"(max-width: 970px) 100vw, 970px\" \/><\/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-19.png\" class=\"wp-image-62173\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-long-line-of-a-flag-description-automatically-g-19.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-long-line-of-a-flag-description-automatically-g-19-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-long-line-of-a-flag-description-automatically-g-19-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>SoFi Technologies Inc (SOFI US)\uff1a\u89e3\u9501\u56de\u62a5\u4e30\u539a\u7684\u91d1\u878d\u4f1a\u5458\u8d44\u683c<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a14 \u76ee\u6807\u4ef7\uff1a16\uff0c\u6b62\u635f\u4ef7\uff1a13<\/strong><br>  <\/li>\n\n\n\n<li>SoFi Technologies, Inc. \u662f\u4e00\u5bb6\u5728\u7ebf\u4e2a\u4eba\u91d1\u878d\u516c\u53f8\u548c\u5728\u7ebf\u94f6\u884c\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u79fb\u52a8\u5e94\u7528\u7a0b\u5e8f\u548c\u684c\u9762\u754c\u9762\u63d0\u4f9b\u91d1\u878d\u4ea7\u54c1\uff0c\u5305\u62ec\u5b66\u751f\u8d37\u6b3e\u548c\u6c7d\u8f66\u8d37\u6b3e\u518d\u878d\u8d44\u3001\u62b5\u62bc\u8d37\u6b3e\u3001\u4e2a\u4eba\u8d37\u6b3e\u3001\u4fe1\u7528\u5361\u3001\u6295\u8d44\u548c\u94f6\u884c\u670d\u52a1\u3002SoFi Technologies \u4e3a\u7f8e\u56fd\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002<br>  <\/li>\n\n\n\n<li><strong>\u63a8\u51faPlus\u9ad8\u7ea7\u4f1a\u5458\u3002 <\/strong>SoFi Technologies \u4e3a\u5176\u9ad8\u7ea7\u91d1\u878d\u4f1a\u5458\u8ba1\u5212 SoFi Plus \u63a8\u51fa\u4e86\u516b\u9879\u4ee5\u4e0a\u65b0\u798f\u5229\uff0c\u4e3a\u4f1a\u5458\u63d0\u4f9b\u8d85\u8fc7 1000 \u7f8e\u5143\u7684\u5e74\u5ea6\u4ef7\u503c\u3002\u8fd9\u4e9b\u798f\u5229\u5305\u62ec\u4ea7\u54c1\u548c\u670d\u52a1\u4f18\u60e0\u5b9a\u4ef7\u3001\u514d\u8d39\u8d22\u52a1\u89c4\u5212\u3001\u5956\u52b1\u4ee5\u53ca\u53c2\u52a0\u7279\u522b\u6d3b\u52a8\u7684\u673a\u4f1a\u3002\u4f1a\u5458\u53ef\u4ee5\u6bcf\u6708 10 \u7f8e\u5143\u7684\u4ef7\u683c\u8bbf\u95ee SoFi Plus\uff0c\u6216\u8005\u901a\u8fc7\u76f4\u63a5\u5b58\u6b3e\u514d\u8d39\u83b7\u5f97\u3002\u4e3a\u5e86\u795d\u6b64\u6b21\u53d1\u5e03\uff0cSoFi \u63a8\u51fa\u4e86\u201cPlus \u7684\u529b\u91cf\u201d\u62bd\u5956\u6d3b\u52a8\uff0c\u8ba9\u516d\u4f4d\u83b7\u5956\u8005\u6709\u673a\u4f1a\u5b9e\u73b0\u91cd\u8981\u7684\u8d22\u52a1\u91cc\u7a0b\u7891\uff0c\u4f8b\u5982\u8d2d\u623f\u3001\u507f\u8fd8\u5b66\u751f\u503a\u52a1\u6216\u8d44\u52a9\u68a6\u60f3\u5047\u671f\u3002\u73b0\u6709\u7684\u798f\u5229\uff0c\u5982\u4f18\u5148 IPO \u5206\u914d\u3001\u9ad8\u50a8\u84c4\u5e74\u5229\u7387\u4ee5\u53ca\u4fe1\u7528\u5361\u8fd4\u73b0\u5956\u52b1\uff0c\u4ecd\u7136\u53ef\u7528\u3002\u63a8\u51fa\u8fd9\u4e9b\u589e\u5f3a\u7684\u798f\u5229\u548c\u62bd\u5956\u6d3b\u52a8\u662f SoFi \u65e8\u5728\u6269\u5927\u5176\u5ba2\u6237\u7fa4\u3001\u589e\u52a0\u7ba1\u7406\u8d44\u4ea7 (AUM) \u5e76\u52a0\u5f3a\u5176\u5728\u6570\u5b57\u91d1\u878d\u670d\u52a1\u5e02\u573a\u7ade\u4e89\u5730\u4f4d\u7684\u6218\u7565\u4e3e\u63aa\u3002\u901a\u8fc7\u63d0\u4f9b\u5207\u5b9e\u7684\u4ef7\u503c\u5e76\u4e0e\u5ba2\u6237\u7684\u8d22\u52a1\u613f\u671b\u4fdd\u6301\u4e00\u81f4\uff0cSoFi \u65e8\u5728\u63a8\u52a8\u5ba2\u6237\u83b7\u53d6\u3001\u4fdd\u7559\u548c\u53c2\u4e0e\uff0c\u540c\u65f6\u5de9\u56fa\u5176\u76f8\u5bf9\u4e8e\u7ade\u4e89\u5bf9\u624b\u7684\u4f18\u52bf\u3002\u6b64\u4e3e\u5c06 SoFi \u5b9a\u4f4d\u4e3a\u4e00\u4e2a\u4ee5\u4f1a\u5458\u4e3a\u4e2d\u5fc3\u7684\u91d1\u878d\u5e73\u53f0\uff0c\u5b8c\u5168\u6709\u80fd\u529b\u6269\u5927\u5176\u5e02\u573a\u4efd\u989d\u5e76\u5de9\u56fa\u5176\u5728\u4e1a\u754c\u7684\u58f0\u8a89\u3002<br>  <\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>  SoFi \u79fb\u52a8\u754c\u9762           SoFi Plus     <\/strong>\n  <img loading=\"lazy\" decoding=\"async\" width=\"790\" height=\"1566\" alt=\"SoFi: Banking, Loans, Invest, Credit Card, & Mortgages\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/sofi-banking-loans-invest-credit-card-and-mortg-3.png\" class=\"wp-image-62174\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/sofi-banking-loans-invest-credit-card-and-mortg-3.png 790w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/sofi-banking-loans-invest-credit-card-and-mortg-3-151x300.png 151w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/sofi-banking-loans-invest-credit-card-and-mortg-3-517x1024.png 517w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/sofi-banking-loans-invest-credit-card-and-mortg-3-768x1522.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/sofi-banking-loans-invest-credit-card-and-mortg-3-775x1536.png 775w\" sizes=\"(max-width: 790px) 100vw, 790px\" \/>\n  <img loading=\"lazy\" decoding=\"async\" width=\"720\" height=\"752\" alt=\"A screenshot of a cell phone\n\nAI-generated content may be incorrect.\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-screenshot-of-a-cell-phone-ai-generated-content-1.png\" class=\"wp-image-62175\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-screenshot-of-a-cell-phone-ai-generated-content-1.png 720w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/a-screenshot-of-a-cell-phone-ai-generated-content-1-287x300.png 287w\" sizes=\"(max-width: 720px) 100vw, 720px\" \/>\n<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (\u6765\u6e90\uff1a<a href=\"https:\/\/www.sofi.com\/sofi-plus\/\">SoFi<\/a>)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u7ade\u4e89\u4f18\u52bf\u3002<\/strong>\u5c3d\u7ba1\u63d0\u4f9b\u4e86\u5f31\u4e8e\u9884\u671f\u7684\u5b63\u5ea6\u548c\u5168\u5e74\u6307\u5f15\uff0c\u4f46 SoFi \u7684\u201c\u4e00\u7ad9\u5f0f\u201d\u670d\u52a1\u548c\u7528\u6237\u53cb\u597d\u7684\u6570\u5b57\u5e73\u53f0\u4f7f\u5176\u4e0e\u4f20\u7edf\u91d1\u878d\u673a\u6784\u533a\u5206\u5f00\u6765\uff0c\u5438\u5f15\u4e86\u7cbe\u901a\u6280\u672f\u7684\u6f5c\u5728\u672a\u88ab\u5145\u5206\u670d\u52a1\u7684\u5ba2\u6237\u7fa4\u3002\u5176\u63d0\u4f9b\u5e7f\u6cdb\u7684\u91d1\u878d\u4ea7\u54c1\u548c\u670d\u52a1\u7684\u6218\u7565\uff0c\u5982\u8d37\u6b3e\u3001\u6295\u8d44\u3001\u94f6\u884c\u3001\u4fdd\u9669\u3001\u8d22\u52a1\u89c4\u5212\uff0c\u6b63\u5728\u53d6\u5f97\u6210\u6548\u3002\u5176\u91d1\u878d\u670d\u52a1\u90e8\u95e8\u7684\u6536\u5165\u5b9e\u73b0\u4e86 84% \u7684\u663e\u8457\u589e\u957f\uff0c\u8868\u660e\u4ea7\u54c1\u6269\u5f20\u53d6\u5f97\u4e86\u6210\u529f\u3002<br>  <\/li>\n\n\n\n<li><strong>\u5feb\u901f\u589e\u957f\u3002<\/strong>SoFi\u572824\u8d22\u5e74\u7b2c\u56db\u5b63\u5ea6\u8868\u73b0\u51fa\u4ee4\u4eba\u5370\u8c61\u6df1\u523b\u7684\u589e\u957f\uff0c\u65b0\u589e\u4f1a\u5458 785,000\u4eba\uff0c\u603b\u4f1a\u5458\u8d85\u8fc71010\u4e07\uff0c\u540c\u6bd4\u589e\u957f 34%\u300224\u8d22\u5e74GAAP\u6536\u5165\u589e\u957f 26% \u81f327\u4ebf\u7f8e\u5143\uff0c\u8c03\u6574\u540e\u51c0\u6536\u5165\u4e5f\u589e\u957f26%\u81f326\u4ebf\u7f8e\u5143\uff0c\u8fd9\u5f97\u76ca\u4e8e\u591a\u4e2a\u90e8\u95e8\u7684\u5f3a\u52b2\u8868\u73b0\u3002\u5b58\u6b3e\u603b\u989d\u8fbe\u5230260\u4ebf\u7f8e\u5143\uff0c\u5176\u4e2d\u5f88\u5927\u4e00\u90e8\u5206\u6765\u81ea\u76f4\u63a5\u5b58\u6b3e\u4f1a\u5458\uff0c\u51f8\u663e\u4e86\u5ba2\u6237\u53c2\u4e0e\u5ea6\u548c\u7c98\u6027\u7684\u4e0d\u65ad\u63d0\u9ad8\u3002\u7ba1\u7406\u5c42\u9884\u8ba125\u8d22\u5e74\u5c06\u7ee7\u7eed\u4fdd\u6301\u5f3a\u52b2\u7684\u4f1a\u5458\u589e\u957f\uff0c\u9884\u8ba1\u65b0\u589e\u4f1a\u5458\u81f3\u5c11280\u4e07\uff0c\u540c\u6bd4\u589e\u957f28%\u3002<br>  <\/li>\n\n\n\n<li><strong>24 \u8d22\u5e74\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u3002 <\/strong>\u6536\u5165\u540c\u6bd4\u589e\u957f19.3% \u81f3 7.3413\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f 5193 \u4e07\u7f8e\u5143\u3002Non-GAAP \u6bcf\u80a1\u6536\u76ca\u4e3a0.05\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.01\u7f8e\u5143\u3002\u7b2c\u56db\u5b63\u5ea6\u65b0\u589e\u4f1a\u5458\u548c\u4ea7\u54c1\u5206\u522b\u8fbe\u5230 785,000 \u548c110\u4e07\uff0c\u521b\u4e0b\u65b0\u7684\u5b63\u5ea6\u8bb0\u5f55\u3002\u5bf9\u4e8e 25 \u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u9884\u8ba1\u8c03\u6574\u540e\u6536\u5165\u4e3a7.25\u4ebf\u7f8e\u5143\u81f37.45\u4ebf\u7f8e\u5143\uff0cGAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.03\u7f8e\u5143\u300225\u8d22\u5e74\uff0c\u8be5\u516c\u53f8\u9884\u8ba1\u6536\u5165\u4e3a32\u4ebf\u7f8e\u5143\u81f332.75\u4ebf\u7f8e\u5143\uff0cGAAP \u6bcf\u80a1\u6536\u76ca\u4e3a0.25\u7f8e\u5143\u81f30.27\u7f8e\u5143\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-62116-27.png\" alt=\"\" class=\"wp-image-62176\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-27.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-27-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"970\" height=\"552\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-28.jpeg\" alt=\"\" class=\"wp-image-62177\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-28.jpeg 970w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-28-300x171.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-28-768x437.jpeg 768w\" sizes=\"(max-width: 970px) 100vw, 970px\" \/><\/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-62116-_Hlt181111973\"><\/a><a id=\"post-62116-_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-62116-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-29.png\" class=\"wp-image-62178\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-29.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-29-300x64.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-62116-30.png\" alt=\"\" class=\"wp-image-62179\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-30.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-30-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Cut loss on SoFi Technologies Inc (SOFI US) at US$15.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"528\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-31.png\" alt=\"\" class=\"wp-image-62180\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-31.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-31-300x168.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/02\/word-image-62116-31-768x430.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 \u65b0\u79d1\u5de5\u7a0b (STE SP)\uff1a24 \u5e74\u7b2c\u56db\u5b63\u5ea6\u65b0\u7b7e\u5408\u540c (Source: Bloomberg) \u661f\u5c55\u96c6\u56e2 (DBS SP)\uff1a2025\u5e74\u9884\u7b97\u6848\u63d0\u632f\u7ecf\u6d4e (Source: Bloomberg) \u4e07\u56fd\u6570\u636e (9698 HK)\uff1a\u4eba\u5de5\u667a\u80fd\u8d44\u672c\u652f\u51fa\u63a8\u52a8\u6570\u636e\u4e2d\u5fc3\u9700\u6c42 (Source: Bloomberg) \u745e\u58f0\u79d1\u6280 (2018 HK)\uff1a\u65b0\u6b3e iPhone 16e (Source: Bloomberg) \u5e15\u7f57\u5965\u56fe\u7f51\u8def\u516c\u53f8(PANW US)\uff1a\u7a33\u56fa\u7f51\u7edc\u5b89\u5168\u9f99\u5934\u5730\u4f4d (Source: Bloomberg) SoFi Technologies Inc (SOFI US)\uff1a\u89e3\u9501\u56de\u62a5\u4e30\u539a\u7684\u91d1\u878d\u4f1a\u5458\u8d44\u683c SoFi \u79fb\u52a8\u754c\u9762 SoFi Plus (\u6765\u6e90\uff1aSoFi) (Source: Bloomberg) ^ [&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-62116","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-kgi-daily-trading-ideas-chinese"],"aioseo_notices":[],"uagb_featured_image_src":{"full":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/2.png?wsr",652,385,false],"thumbnail":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/2-150x150.png?wsr",150,150,true],"medium":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/2-300x177.png?wsr",300,177,true],"medium_large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/2.png?wsr",652,385,false],"large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/2.png?wsr",652,385,false],"1536x1536":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/2.png?wsr",652,385,false],"2048x2048":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/2.png?wsr",652,385,false]},"uagb_author_info":{"display_name":"Jiong Han Lee","author_link":"https:\/\/www.kgieworld.sg\/research\/author\/jionghan-leekgi-com\/"},"uagb_comment_info":0,"uagb_excerpt":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top \u65b0\u79d1\u5de5\u7a0b (STE SP)\uff1a24 \u5e74\u7b2c\u56db\u5b63\u5ea6\u65b0\u7b7e\u5408\u540c (Source: Bloomberg) \u661f\u5c55\u96c6\u56e2 (DBS SP)\uff1a2025\u5e74\u9884\u7b97\u6848\u63d0\u632f\u7ecf\u6d4e (Source: Bloomberg) \u4e07\u56fd\u6570\u636e (9698 HK)\uff1a\u4eba\u5de5\u667a\u80fd\u8d44\u672c\u652f\u51fa\u63a8\u52a8\u6570\u636e\u4e2d\u5fc3\u9700\u6c42 (Source: Bloomberg) \u745e\u58f0\u79d1\u6280 (2018 HK)\uff1a\u65b0\u6b3e iPhone 16e (Source: Bloomberg) \u5e15\u7f57\u5965\u56fe\u7f51\u8def\u516c\u53f8(PANW US)\uff1a\u7a33\u56fa\u7f51\u7edc\u5b89\u5168\u9f99\u5934\u5730\u4f4d (Source: Bloomberg) SoFi Technologies Inc (SOFI US)\uff1a\u89e3\u9501\u56de\u62a5\u4e30\u539a\u7684\u91d1\u878d\u4f1a\u5458\u8d44\u683c SoFi \u79fb\u52a8\u754c\u9762 SoFi Plus (\u6765\u6e90\uff1aSoFi) (Source: Bloomberg) ^&hellip;","_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/62116","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/comments?post=62116"}],"version-history":[{"count":3,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/62116\/revisions"}],"predecessor-version":[{"id":62183,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/62116\/revisions\/62183"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media\/38071"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media?parent=62116"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/categories?post=62116"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/tags?post=62116"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}