{"id":480266,"date":"2023-12-07T23:34:01","date_gmt":"2023-12-08T07:34:01","guid":{"rendered":"https:\/\/nai500.com\/?p=480266"},"modified":"2023-12-07T23:34:01","modified_gmt":"2023-12-08T07:34:01","slug":"%e8%8f%af%e7%88%be%e8%a1%97-%e4%b8%89%e5%8f%aa-%e9%9b%b6%e5%94%ae%e8%82%a1-2024%e5%b9%b4-%e7%bf%bb%e4%b8%80%e7%95%aa-%e6%bd%9b%e5%8a%9b","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2023\/12\/%e8%8f%af%e7%88%be%e8%a1%97-%e4%b8%89%e5%8f%aa-%e9%9b%b6%e5%94%ae%e8%82%a1-2024%e5%b9%b4-%e7%bf%bb%e4%b8%80%e7%95%aa-%e6%bd%9b%e5%8a%9b\/","title":{"rendered":"\u83ef\u723e\u8857\u8a8d\u70ba\u9019\u4e09\u53ea\u96f6\u552e\u80a12024\u5e74\u5177\u5099\u7ffb\u4e00\u756a\u7684\u6f5b\u529b"},"content":{"rendered":"

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Miniso Group (MNSO)<\/b><\/strong><\/h2>\n

\u540d\u5275\u512a\u54c1Miniso Group<\/b><\/strong>\u00a0(NYSE:MNSO<\/b><\/u><\/strong><\/a>)\u80a1\u7968\u4eca\u5e74\u4ee5\u4f86\u7684\u56de\u5831\u7387\u63a5\u8fd1 100%\uff0c\u9810\u8a08\u80a1\u50f9\u660e\u5e74\u5c07\u5728\u76ee\u524d\u7684\u57fa\u790e\u4e0a\u518d\u7ffb\u4e00\u756a\u3002\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u5373\u4f7f\u5728\u5927\u5e45\u53cd\u5f48\u5f8c\uff0c\u8a72\u80a1\u7684\u9060\u671f\u5e02\u76c8\u7387\u4e5f\u53ea\u670923\u500d\u3002\u800c\u4e14\u63a5\u8fd12%\u7684\u80a1\u606f\u6536\u76ca\u7387\u4e5f\u5f88\u6709\u5438\u5f15\u529b\uff0c\u9019\u4e5f\u662f\u6295\u8cc7\u8005\u770b\u597d\u8a72\u80a1\u7684\u539f\u56e0\u4e4b\u4e00\u3002<\/p>\n

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Coupang (CPNG)<\/b><\/strong><\/h2>\n

\u5728\u7dda\u96f6\u552e\u5546Coupang<\/b><\/strong>(NYSE:CPNG<\/b><\/u><\/strong><\/a>)\u7684\u80a1\u50f9\u4eca\u5e74\u4ee5\u4f86\u4e00\u76f4\u6a6b\u76e4\u6574\u7406\uff0c\u770b\u8d77\u4f86\u88ab\u56b4\u91cd\u4f4e\u4f30\u4e86\u3002\u5373\u4f7f\u6700\u8fd1\u7684\u7b2c\u4e09\u5b63\u5ea6\u76c8\u5229\u672a\u9054\u9810\u671f\uff0c\u4f46\u6295\u8cc7\u8005\u6709\u7406\u7531\u76f8\u4fe1CPNG\u7684\u80a1\u50f9\u4ecd\u6709\u5f88\u5927\u7684\u4e0a\u6f32\u7a7a\u9593\u3002\u83ef\u723e\u8857\u8ffd\u8e64\u8a72\u80a1\u768415\u4f4d\u5206\u6790\u5e2b\u70baCPNG\u80a1\u7968\u8a2d\u5b9a\u4e8612\u500b\u6708\u7684\u9060\u671f\u50f9\u683c\u9810\u6e2c\uff0c\u76ee\u6a19\u50f9\u683c\u4e2d\u4f4d\u6578\u70ba21\u7f8e\u5143\u3002\u5176\u4e2d\u6700\u770b\u597dCPNG\u7684\u5206\u6790\u5e2b\u5c07\u5176\u76ee\u6a19\u50f9\u5b9a\u70ba30\u7f8e\u5143\uff0c\u9019\u610f\u5473\u8457\u4e0a\u6f32\u7a7a\u9593\u5e7e\u4e4e\u9054\u5230100%\u3002<\/p>\n

2023\u5e74\u7b2c\u4e09\u5b63\u5ea6\uff0cCoupang\u5831\u544a\u6536\u5165\u540c\u6bd4\u589e\u957721%\uff0c\u9054\u523062\u5104\u7f8e\u5143\uff0c\u8abf\u6574\u5f8c\u7684EBITDA\u5229\u6f64\u7387\u70ba3.9%\u3002\u6b64\u5916\uff0cCoupang\u7684\u6d3b\u8e8d\u7528\u6236\u540c\u6bd4\u589e\u957714%\uff0c\u9054\u52302000\u842c\u3002\u96a8\u8457\u6bcf\u7528\u6236\u5e73\u5747\u6536\u5165\u7684\u589e\u9577\uff0c\u8a72\u516c\u53f8\u6536\u5165\u589e\u9577\u7684\u524d\u666f\u5341\u5206\u5ee3\u95ca\u3002\u503c\u5f97\u6307\u51fa\u7684\u662f\uff0cCoupang\u904e\u53bb12\u500b\u6708\u7684\u904b\u71df\u73fe\u91d1\u6d41\u548c\u81ea\u7531\u73fe\u91d1\u6d41\u5206\u5225\u70ba26\u5104\u7f8e\u5143\u548c19\u5104\u7f8e\u5143\u3002\u5728\u904b\u71df\u6760\u6746\u7684\u652f\u6301\u4e0b\uff0c\u5229\u6f64\u7387\u7684\u64f4\u5f35\u548c\u73fe\u91d1\u6d41\u589e\u9577\u7684\u52e2\u982d\u5c07\u6301\u7e8c\u4e0b\u53bb\u3002<\/p>\n

Sea Limited (SE)<\/b><\/strong><\/h2>\n

Sea Limited<\/b><\/strong>\u00a0(NYSE:SE<\/b><\/u><\/strong><\/a>)\u7684\u80a1\u50f9\u8fd1\u671f\u7e7c\u7e8c\u4fdd\u6301\u4e0b\u8dcc\u8da8\u52e2\u3002\u4e0d\u904e\uff0c\u5206\u6790\u5e2b\u8a8d\u70ba\u80a1\u50f9\u5728\u76ee\u524d\u6bcf\u80a139\u7f8e\u5143\u7684\u6c34\u5e73\u4e0a\u5f88\u6709\u5438\u5f15\u529b\u3002Sea Limited\u7684\u696d\u52d9\u9ad8\u5ea6\u591a\u5143\u5316\uff0c\u6d89\u53ca\u6578\u5b57\u904a\u6232\u3001\u96fb\u5b50\u5546\u52d9\u548c\u6578\u5b57\u91d1\u878d\u670d\u52d9\u3002\u4e0d\u904e\uff0c\u96fb\u5b50\u5546\u52d9\u677f\u584a\u5728\u672a\u4f86\u5e7e\u5e74\u53ef\u80fd\u6210\u70ba\u6f5b\u5728\u7684\u73fe\u91d1\u6d41\u6a5f\u5668\u3002<\/p>\n

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