<p>新加坡基准指数.STI 上涨至 3,486.98 点，涨幅高达 0.7%，为自 7 月 17 日以来的最高水平。新加坡海峡时报指数（STI）于 12 月 1 日最高涨至 3,486.98 点，创下自 2020 年 7 月 17 日以来的最高水平 [1]。此次上涨是继 11 月份强劲表现之后的，该指数在 11 月份上涨了 15.8% 的价格和 16.2% 的总回报 [1]。</p>
<p>11 月份是新加坡海峡时报指数自 2009 年 5 月以来获得的最强劲涨幅月份。截至 11 月底，SPDR® STI ETF 和 Nikko AM STI ETF 的合并资产管理规模（AUM）达到 20 亿新元，较 2019 年 11 月底增长了 75% [1]。在新加坡交易量最大的 100 支股票中，排名前五的表现最好的四支非 STI 股票分别是：百汇实业集团、海博国际、新翔集团和爱施德国际 [1]。</p>
<p>多个因素促成了新加坡股市在 11 月份的强劲表现。原油布伦特价格在该月上涨了 25%，推动了新加坡船厂等能源相关公司的股价上涨 35% [1]。黄金 - 布伦特原油价格比价回报也达到了 3 月初的水平，使黄金矿业公司受益 [1]。</p>
<p>全球股市的创纪录表现主要受到疫苗研发的推动，这些疫苗研发符合世界卫生组织（WHO）在 10 月初重申的乐观时间表 [1]。这一积极消息导致新加坡周期性/广义经济股票的上涨，而医疗供应商股价下跌，科技股经历净机构资金流出 [1]。</p>
<p>金融服务股占新加坡 STI 约 40%，是 11 月份指数上涨的主要推动力。新加坡三大银行星展集团（DBS）、华侨银行（OCBC）和大华银行（UOB）的平均总回报率为 21%，净机构资金流入 15 亿新元 [1]。</p>
<p>11 月份新加坡市场内部资金流动的变化也很明显，金融服务股净机构资金流入，科技股净机构资金流出。这与过去 10 个月这两个行业最活跃股票的净机构资金流动相反 [1]。</p>
<p>参考资料：</p>
<p>[1] &#34;SGX: STI posts strongest month of gains since May 2009,&#34; SGInvestors, December 1, 2020. https://sginvestors.io/sgx-mygateway/2020/12/sti-posts-strongest-month-of-gains-since-may-2009</p>
<p><img src="https://imageproxy.pbkrs.com/https://lh-prod-oper-pub-opercenter.s3.amazonaws.com/discovery-image/compress-19685231154bc001.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://lh-prod-oper-pub-opercenter.s3.amazonaws.com/discovery-image/compress-19685231154bc001.png"/></p>

星展集团(ADR)

SPDR® 新加坡STI指数ETF

<p>新加坡的基准指数.STI 于 12 月 1 日上涨了 0.7%，达到 3,486.98 点，创下自 2020 年 7 月 17 日以来的最高水平。11 月份该指数上涨了惊人的 15.8%，为自 2009 年 5 月以来最强劲的表现。布伦特原油价格上涨 25%，以及星展集团 (ADR)、华侨银行和大华银行的强劲表现等因素推动了这一上涨趋势。SPDR® STI ETF 和 Nikko AM STI ETF 的合计资产管理规模达到 30 亿新元，比 2019 年 11 月增长了 75%，表明投资活动强劲</p>

<p>Singapore's benchmark index .STI rises as much as 0.7% to 3,486.98 points, highest level since July 17The Straits Times Index (STI) in Singapore rose as much as 0.7% to 3,486.98 points on December 1, its highest level since July 17, 2020 [1]. This surge follows a robust month of November, during which the index gained 15.8% in price and 16.2% in total return [1].</p>
<div class="lb-trans"><p>新加坡基准指数.STI 上涨至 3,486.98 点，涨幅高达 0.7%，为自 7 月 17 日以来的最高水平。新加坡海峡时报指数（STI）于 12 月 1 日最高涨至 3,486.98 点，创下自 2020 年 7 月 17 日以来的最高水平 [1]。此次上涨是继 11 月份强劲表现之后的，该指数在 11 月份上涨了 15.8% 的价格和 16.2% 的总回报 [1]。</p>
</div><p>November was the strongest month of gains for the STI since May 2009. The combined Assets under Management (AUM) of the SPDR® STI ETF and Nikko AM STI ETF reached S$2.0 billion as of the end of November, up 75% from the end of November 2019 [1]. Of the 100 most traded stocks in Singapore, four of the top five performers were non-STI stocks: Broadway Industrial Group, Hi-P International, SATS, and Alset International [1].</p>
<div class="lb-trans"><p>11 月份是新加坡海峡时报指数自 2009 年 5 月以来获得的最强劲涨幅月份。截至 11 月底，SPDR® STI ETF 和 Nikko AM STI ETF 的合并资产管理规模（AUM）达到 20 亿新元，较 2019 年 11 月底增长了 75% [1]。在新加坡交易量最大的 100 支股票中，排名前五的表现最好的四支非 STI 股票分别是：百汇实业集团、海博国际、新翔集团和爱施德国际 [1]。</p>
</div><p>Several factors contributed to the strong performance of the Singapore stock market in November. Brent Crude Oil, which rose 25% during the month, boosted the shares of energy-related companies such as Sembcorp Marine, which gained 35% [1]. The Gold-Brent Crude Price Ratio spread return also reached early March levels, benefiting gold mining companies [1].</p>
<div class="lb-trans"><p>多个因素促成了新加坡股市在 11 月份的强劲表现。原油布伦特价格在该月上涨了 25%，推动了新加坡船厂等能源相关公司的股价上涨 35% [1]。黄金 - 布伦特原油价格比价回报也达到了 3 月初的水平，使黄金矿业公司受益 [1]。</p>
</div><p>Record performances for global stocks were largely driven by vaccine developments that have met optimistic timelines reiterated by the World Health Organization (WHO) in early October [1]. This positive news led to rallies in cyclical/broad economy stocks in Singapore, while medical suppliers saw price declines and tech stocks experienced net institutional outflows [1].</p>
<div class="lb-trans"><p>全球股市的创纪录表现主要受到疫苗研发的推动，这些疫苗研发符合世界卫生组织（WHO）在 10 月初重申的乐观时间表 [1]。这一积极消息导致新加坡周期性/广义经济股票的上涨，而医疗供应商股价下跌，科技股经历净机构资金流出 [1]。</p>
</div><p>Financial services stocks, which make up approximately 40% of the STI, were the main drivers of the index's gains in November. DBS, OCBC, and UOB, the three largest banks in Singapore, averaged 21% total returns with net institutional inflows of S$1.5 billion [1].</p>
<div class="lb-trans"><p>金融服务股占新加坡 STI 约 40%，是 11 月份指数上涨的主要推动力。新加坡三大银行星展集团（DBS）、华侨银行（OCBC）和大华银行（UOB）的平均总回报率为 21%，净机构资金流入 15 亿新元 [1]。</p>
</div><p>Rotation within the Singapore market was also evident in November, with net institutional inflows into financial services and net institutional outflows from technology stocks. This was the reverse of the net institutional flows observed for the most active stocks of these two sectors for the prior 10 months [1].</p>
<div class="lb-trans"><p>11 月份新加坡市场内部资金流动的变化也很明显，金融服务股净机构资金流入，科技股净机构资金流出。这与过去 10 个月这两个行业最活跃股票的净机构资金流动相反 [1]。</p>
</div><p>References:</p>
<p>[1] &#34;SGX: STI posts strongest month of gains since May 2009,&#34; SGInvestors, December 1, 2020. https://sginvestors.io/sgx-mygateway/2020/12/sti-posts-strongest-month-of-gains-since-may-2009</p>
<div class="lb-trans"><p>参考资料：</p>
<p>[1] &#34;SGX: STI posts strongest month of gains since May 2009,&#34; SGInvestors, December 1, 2020. https://sginvestors.io/sgx-mygateway/2020/12/sti-posts-strongest-month-of-gains-since-may-2009</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://lh-prod-oper-pub-opercenter.s3.amazonaws.com/discovery-image/compress-19685231154bc001.png" alt="" original-src="https://lh-prod-oper-pub-opercenter.s3.amazonaws.com/discovery-image/compress-19685231154bc001.png"/></p>

新加坡基准指数.STI 上涨了 0.7%，达到 3,486.98 点，这是自 7 月 17 日以来的最高水平