To The Moon

Disclaimer: This news brief was created by Public Technologies using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. AB Akola Group published the original content used to generate this news brief via GlobeNewswire on September 12, 2025, and is solely responsible for the information contained therein.

Meet @Jagannathan J — a star contributor in the Tiger Community. Known for his sharp trade feeds and insightful articles, his honest reflections reveal the journey from an options trader to a disciplined long-term investor.With 17 years in the market, Jagan’s journey began with childhood curiosity and early success in derivatives. A major loss in March 2020 taught him the limits of timing and the power of long-term conviction. Today, he invests with patience, clarity, and a focus on compounding quality.Want to know his real-time trading? Click to view his trading information, and subscribe to receive his real-time trading signal!Jo

- 第四季度总收入同比增长20.1%至885亿元人民币。- 美团优选去年进行重大战略调整，效率显著提升。通过以上问答，投资者可以更清晰地了解美团在AI战略、海外扩张、核心业务发展以及股东回报等方面的最新进展和未来规划。公司在保持核心业务稳健增长的同时，积极布局AI技术和海外市场，为长期发展奠定基础。

美國揮出關稅這張“老牌殺手鐗”，對以出口導向爲核心的新加坡來說，確實是場不小的挑戰。尤其是在全球增長本就疲軟的背景下，這一波動作可能成爲壓垮外需的又一根稻草。 新加坡的製造業、運輸、批發貿易、金融服務等對外依賴度極高，一旦全球貿易鏈出現阻滯，首先受傷的就是這些“外向型”板塊。特別是半導體與精密工程行業，若全球企業削減開支，訂單縮減是難以避免的。STI指數中權重較高的出口導向企業，如Keppel、Yangzijiang、Sembcorp等，短期波動在所難免。 不過政府反應算是快。成立特別工作組介入、協助企業轉型、鼓勵數字化和區域多元化發展，這種“軟着陸”策略比起硬碰硬地加徵反制關稅，我個人認爲更具現實意義。新加坡作爲小型開放經濟體，搞“貿易戰”代價太高，不如打持久戰，找新市場、拼效率，纔是長期出路。 從資產配置角度來看，我會更加傾向於防守型領域，比如銀行、REITs和物流資產。銀行受利率與信貸質量影響較大，但當前本地銀行估值不高、分紅穩健，是動盪環境下的壓艙石。REITs方面，若通脹溫和回落、利率見頂，反而有利於估值修復，尤其是物流與工業類REITs。但零售和高端寫字樓REITs可能面對外資流入放緩、消費降溫等雙重壓力。 總結來看，美國關稅短期衝擊不可小覷，但新加坡政府採取的是“減震式管理”，而非硬碰硬。如果我是決策者，我也會選擇先以穩爲主、少對抗，畢竟靈活生存比“逞一時之勇”更重要。中長期來看，反制關稅並不一定帶來更大好處，反而可能引發連鎖反應，得不償失。STI未來走勢，可能會更受宏觀環境和本地政策彈性所影響，維持謹慎偏中性看法。