{"id":346756,"date":"2020-08-20T17:40:54","date_gmt":"2020-08-21T00:40:54","guid":{"rendered":"https:\/\/nai500.com\/?p=346756"},"modified":"2020-08-20T17:50:23","modified_gmt":"2020-08-21T00:50:23","slug":"%e5%a4%a7%e9%ba%bb%e8%82%a1-q2%e8%b4%a2%e6%8a%a5-%e7%96%ab%e6%83%85%e5%86%b2%e5%87%bb","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2020\/08\/%e5%a4%a7%e9%ba%bb%e8%82%a1-q2%e8%b4%a2%e6%8a%a5-%e7%96%ab%e6%83%85%e5%86%b2%e5%87%bb\/","title":{"rendered":"\u8fd93\u53ea\u5927\u9ebb\u80a1\u7684Q2\u8d22\u62a5\u9753\u4e3d\uff0c\u8bf4\u597d\u7684\u75ab\u60c5\u51b2\u51fb\u5462\uff1f"},"content":{"rendered":"<p>\u5927\u9ebb\u80a1\u8d22\u62a5\u6301\u7eed\u62ab\u9732\uff0c\u6700\u8fd1\u67093\u53ea\u5927\u9ebb\u80a1\u53d1\u5e03\u76842020\u5e74Q2\u8d22\u62a5\u663e\u793a\uff0c\u516c\u53f8\u7684\u7ecf\u8425\u4e1a\u7ee9\u8d85\u534e\u5c14\u8857\u9884\u671f\uff0c\u5176\u4e2d\u9500\u552e\u989d\u540c\u6bd4\u589e\u901f\u5747\u8d85\u8fc7100%\u3002\u5c3d\u7ba1\u9762\u4e34\u4f9b\u7ed9\u74f6\u9888\u3001\u5408\u6cd5\u5927\u9ebb\u4ea7\u54c1\u9ad8\u7a0e\u7387\uff0c\u4ee5\u53ca\u4f20\u7edf\u878d\u8d44\u65b9\u5f0f\u7f3a\u4e4f\u7b49\u4e0d\u5229\u56e0\u7d20\uff0c\u53e0\u52a0\u6700\u8fd1\u7684\u65b0\u51a0\u75ab\u60c5\uff0c\u8fd93\u53ea\u5927\u9ebb\u80a1\u4ecd\u5b9e\u73b0\u4e86\u51fa\u8272\u7684\u4e1a\u7ee9\u3002<\/p>\n<p>\u9006\u6d41\u4e4b\u4e0b\u7ad9\u6f6e\u5934\uff0c\u8fd9\u6837\u7684\u5927\u9ebb\u80a1\u6216\u8bb8\u6b63\u662f\u6295\u8d44\u8005\u5bfb\u627e\u7684\u957f\u671f\u725b\u80a1\u3002<\/p>\n<p><strong>\u5bfb\u627e\u4e0b\u4e00\u4e2a\u7279\u65af\u62c9\u548cSpaceX\uff01\u56fd\u9645\u91d1\u878d\u6295\u8d44\u535a\u89c8\u4f1a\uff08GCFF\uff092020\u5e74\u7ebf\u4e0a\u6295\u8d44\u4f1a\u8bae\u2014\u2014\u6295\u8d44\u521b\u65b0\u9886\u57df\u5c06\u4e8e2020\u5e749\u670810\u65e5\u6b63\u5f0f\u4e3e\u884c\uff0c\u4f1a\u4e0a\u5c06\u5411\u5317\u7f8e\u5730\u533a\u7684\u534e\u4eba\u6295\u8d44\u8005\u4ecb\u7ecd\u79d1\u6280\u3001\u6e05\u6d01\u6280\u672f\u3001\u533b\u7597\u4fdd\u5065\u3001\u751f\u547d\u79d1\u5b66\u3001\u91d1\u878d\u79d1\u6280\u548c\u5927\u9ebb\u7b49\u5feb\u901f\u589e\u957f\u521b\u65b0\u9886\u57df\u4e2d\u6700\u65b0\u7684\u6295\u8d44\u673a\u4f1a\u3002\u672c\u6b21\u7ebf\u4e0a\u5927\u4f1a\u7531\u5317\u7f8e\u6295\u8d44\u8baf\u606f\u6709\u9650\u516c\u53f8\u4e3b\u529e\uff0c\u91cd\u70b9\u63a8\u4ecb12\u4e2a\u4e0a\u5e02\u548c\u79c1\u4eba\u516c\u53f8\u7684\u6295\u8d44\u673a\u4f1a\uff0c\u5e76\u63d0\u4f9b\u82f1\u8bed\u548c\u666e\u901a\u8bdd\u540c\u4f20\u670d\u52a1\u3002<\/strong><\/p>\n<p><strong>GCFF 2020\u5e74\u7ebf\u4e0a\u6295\u8d44\u4f1a\u8bae\u2014\u2014\u6295\u8d44\u521b\u65b0\u9886\u57df\u514d\u8d39\u6ce8\u518c\uff0c\u6b32\u4e86\u89e3\u66f4\u591a\u4fe1\u606f\u5e76\u6ce8\u518c\u8bf7\u70b9\u51fb\u4ee5\u4e0b\u94fe\u63a5\uff1a<\/strong><a href=\"https:\/\/gcff-sep-2020.eventbrite.ca\/?aff=NAI500PostSch\"><strong>https:\/\/gcff-sep-2020.eventbrite.ca<\/strong><\/a><\/p>\n<h2>Trulieve Cannabis<\/h2>\n<p>\u4f5c\u4e3a\u540d\u4e49\u4e0a\u5317\u7f8e\u76c8\u5229\u80fd\u529b\u6700\u5f3a\u7684\u5927\u9ebb\u80a1\uff0cTrulieve Cannabis Corp.\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=TRUL%3ACC\">CSE: TRUL<\/a>\uff09\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=TCNNF\">OTCQX: TCNNF<\/a>\uff09\u7684\u8d22\u62a5\u4e1a\u7ee9\u518d\u6b21\u8d85\u6295\u8d44\u8005\u7684\u9884\u671f\u8fd9\u4e0d\u610f\u5916\u3002\u6570\u636e\u663e\u793a\uff0c\u516c\u53f8Q2\u51c0\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f109%\u81f3$1.208\u4ebf\uff0c\u7a0e\u606f\u6298\u65e7\u53ca\u644a\u9500\u524d\u5229\u6da6\uff08EBITDA\uff09\u589e\u957f92%\u81f3$6050\u4e07\uff0c\u51c0\u5229\u6da6$660\u4e07\uff0c\u5408\u6bcf\u80a1$0.06\u3002<\/p>\n<p>\u7531\u4e8e\u516c\u5141\u4ef7\u503c\u8c03\u6574\u548c\u4e00\u6b21\u6027\u6536\u76ca\u4f1a\u5bfc\u81f4\u8be5\u516c\u53f8\u5229\u6da6\u51fa\u73b0\u5de8\u5e45\u6ce2\u52a8\uff0c\u56e0\u6b64\u8fd9\u91cc\u6709\u5fc5\u8981\u63d0\u53caTrulieve Cannabis\u672a\u7ecf\u8c03\u6574\u7684\u8425\u4e1a\u5229\u6da6\u9ad8\u8fbe$5430\u4e07\uff0c\u4e0a\u4e00\u5e74\u540c\u671f\u4e3a$2090\u4e07\u3002\u8fd9\u4e00\u6570\u636e\u66f4\u80fd\u51c6\u786e\u8bf4\u660e\u8be5\u5927\u9ebb\u516c\u53f8\u7684\u7ecf\u8425\u4e1a\u7ee9\u3002<\/p>\n<p>\u8be5\u516c\u53f8\u7684\u6210\u529f\u4f9d\u7136\u57fa\u4e8e\u5176\u4f5b\u7f57\u91cc\u8fbe\u5dde\u5e02\u573a\u7684\u805a\u7126\u6218\u7565\u3002Trulieve\u6700\u8fd1\u5f00\u8bbe\u4e86\u516c\u53f8\u7684\u7b2c57\u5bb6\u5927\u9ebb\u5e97\uff0c\u5176\u4e2d55\u5bb6\u90fd\u4f4d\u4e8e\u8be5\u5dde\u3002\u901a\u8fc7\u63a7\u5236\u6210\u672c\u4ee5\u53ca\u4e3b\u653b\u4f5b\u7f57\u91cc\u8fbe\u5dde\u7684\u836f\u7528\u5927\u9ebb\u884c\u4e1a\uff0cTrulieve\u5728\u7ef4\u6301\u8425\u9500\u6210\u672c\u5728\u5408\u7406\u4f4e\u4f4d\u7684\u540c\u65f6\u6210\u529f\u6253\u9020\u4e86\u81ea\u5df1\u7684\u54c1\u724c\uff0c\u4ece\u800c\u541e\u98df\u4e86\u4f5b\u7f57\u91cc\u8fbe\u5dde\u836f\u7528\u5927\u9ebb\u5927\u7ea6\u4e00\u534a\u7684\u5e02\u573a\u4efd\u989d\u3002<\/p>\n<p>\u6b64\u5916\uff0cTrulieve Cannabis\u8fd8\u4e0a\u8c03\u4e86\u516c\u53f82020\u5e74\u7684\u6536\u5165\u548c\u8c03\u6574\u540eEBITDA\u6307\u5f15\u3002\u8be5\u516c\u53f8\u6b64\u524d\u63d0\u4f9b\u7684\u5168\u5e74\u9500\u552e\u989d\u548c\u8c03\u6574\u540eEBITDA\u6307\u5f15\u4e2d\u70b9\u5206\u522b\u4e3a$3.90\u4ebf\u548c$1.50\u4ebf\uff0c\u73b0\u5728\u8fd9\u4e24\u4e2a\u4e1a\u7ee9\u6307\u6807\u7684\u6307\u5f15\u4e2d\u70b9\u5206\u522b\u4e0a\u8c03\u81f3$4.75\u4ebf\u548c$2.15\u4ebf\u3002<\/p>\n<p>\u4e00\u53e5\u8bdd\u603b\u7ed3\uff0c\u8be5\u516c\u53f8\u706b\u529b\u5168\u5f00\uff0c\u52bf\u5934\u4e0d\u53ef\u963b\u6321\u3002\u73b0\u5728\u552f\u4e00\u7684\u7591\u95ee\u662f\uff0c\u8be5\u516c\u53f8\u7684\u6210\u529f\u80fd\u5426\u5728\u4f5b\u7f57\u91cc\u8fbe\u5dde\u4ee5\u5916\u7684\u5e02\u573a\u5f97\u4ee5\u590d\u5236\u3002<\/p>\n<h2>GrowGeneration<\/h2>\n<p>\u5927\u9ebb\u5468\u8fb9\u914d\u5957\u4ea7\u54c1\u63d0\u4f9b\u5546<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=GRWG\">GrowGeneration Corp.\uff08NASDAQ: GRWG\uff09<\/a>\u7684\u4e1a\u7ee9\u4e5f\u8d85\u9884\u671f\uff0c\u8be5\u516c\u53f8\u5728\u7f8e\u56fd\u768410\u4e2a\u5dde\u5f00\u8bbe\u4e8628\u5bb6\u96f6\u552e\u5e97\uff0c\u4e3a\u5927\u9ebb\u79cd\u690d\u5546\u63d0\u4f9b\u6c34\u57f9\u79cd\u690d\u8bbe\u5907\u3001\u7167\u660e\u8bbe\u5907\u3001\u8425\u517b\u7269\u4ee5\u53ca\u571f\u58e4\u89e3\u51b3\u65b9\u6848\u3002<\/p>\n<p>\u75ab\u60c5\u4e4b\u4e0b\uff0cGrowGen\u4ecd\u8fde\u7eed\u7b2c10\u4e2a\u5b63\u5ea6\u9500\u552e\u989d\u521b\u7eaa\u5f55\uff0c\u6536\u5165\u540c\u6bd4\u589e\u957f123%\u81f3$4350\u4e07\u3002\u540c\u5e97\u9500\u552e\u989d\u589e\u957f49%\uff0c\u5176\u4e2d\u7ebf\u4e0a\u9500\u552e\u989d\u540c\u6bd4\u5927\u589e149%\u3002\u53e6\u5916\uff0cGrowGen\u4e5f\u4e0a\u8c03\u4e1a\u7ee9\u6307\u5f15\uff0c\u5176\u4e2d\u5168\u5e74\u9500\u552e\u989d\u6307\u5f15\u4ece5\u6708\u4e2d\u65ec\u7684$1.35-$1.40\u4ebf\u533a\u95f4\u4e0a\u8c03\u81f3$1.70-$1.75\u4ebf\uff0c2021\u5e74\u7684\u9500\u552e\u989d\u6309\u7167\u4e2d\u70b9\u8ba1\u7b97\u9884\u8ba1\u589e\u957f46%\u3002\u6700\u540e\uff0c\u516c\u53f8\u51c0\u5229\u6da6\u4e3a$260\u4e07\uff0c\u76f8\u6bd4\u4e0a\u5e74\u540c\u671f\u7684$110\u4e07\u7ffb\u4e86\u4e00\u500d\u591a\u3002<\/p>\n<p>GrowGeneration\u7684\u53d1\u5c55\u524d\u666f\u4e00\u7247\u5149\u660e\u3002\u66f4\u591a\u7684\u5dde\u5c06\u5b9e\u73b0\u5927\u9ebb\u5408\u6cd5\u5316\uff0c\u540c\u65f6\u75ab\u60c5\u671f\u95f4\u4eba\u4eec\u53ea\u80fd\u5f85\u5728\u5bb6\u91cc\uff0c\u5927\u9ebb\u7684\u6d88\u8d39\u9700\u6c42\u4e0d\u964d\u53cd\u589e\u3002\u6b64\u5916\uff0c\u968f\u7740\u5927\u9ebb\u4f01\u4e1a\u7684\u4e0d\u65ad\u6269\u5f20\uff0c\u5982\u4f55\u6539\u5584\u7ecf\u8425\u6548\u7387\u5c06\u662f\u4e00\u4e2a\u4e9f\u5f85\u89e3\u51b3\u7684\u95ee\u9898\uff0c\u8fd9\u65f6GrowGen\u4ee5\u53ca\u8be5\u516c\u53f8\u7684\u6237\u5185\u79cd\u690d\u7528\u54c1\u5c31\u6709\u4e86\u7528\u6b66\u4e4b\u5730\u3002\u516c\u53f8\u9884\u8ba1\u660e\u5e74\u672b\u5c06\u572815\u4e2a\u5dde\u8bbe\u670950\u5bb6\u5e97\u3002<\/p>\n<h2>Green Thumb Industries<\/h2>\n<p>\u7f8e\u56fd\u8de8\u5dde\u8fd0\u8425\u5546<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=GTBIF\">Green Thumb Industries Inc.\uff08OTCQX: GTBIF\uff09<\/a>\u7684\u5b63\u5ea6\u4e1a\u7ee9\u4e5f\u8d85\u9884\u671f\u3002\u516c\u53f8\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f168%\u81f3$1.196\u4ebf\uff0c\u5176\u4e2d\u540c\u5e97\u9500\u552e\u989d\u589e\u957f75%\u3002Green Thumb\u57289\u4e2a\u5dde\u8bbe\u670948\u5bb6\u5927\u9ebb\u5e97\uff0c\u4f46\u6301\u6709\u5341\u591a\u4e2a\u5dde\u768496\u5f20\u8425\u4e1a\u8bb8\u53ef\u8bc1\u3002\u5c3d\u7ba1\u8be5\u516c\u53f8\u7684\u4e8f\u635f\u76f8\u6bd4\u4e00\u5b63\u5ea6\u589e\u81f3$1290\u4e07\uff0c\u4f46\u6709\u5fc5\u8981\u6307\u51fa\u7684\u662f\uff0c\u8425\u4e1a\u5229\u6da6\u51e0\u4e4e\u7ffb\u500d\u81f3$1410\u4e07\uff0c\u5176\u4e2d\u8c03\u6574\u540eEBITDA\u589e\u957f\u7ea639%\u3002<\/p>\n<p>\u516c\u53f8\u9996\u5e2d\u6267\u884c\u5b98Ben Kovler\u5728\u89e3\u91ca\u516c\u53f8\u4e1a\u7ee9\u65f6\u8868\u793a\uff0c\u5927\u9ebb\u9700\u6c42\u5f3a\u52b2\uff0c\u7c7b\u4f3c\u4e8e\u5fc5\u9700\u6d88\u8d39\u54c1\u3002\u8fd9\u4e00\u8868\u6001\u8bf4\u660e\u5927\u9ebb\u5177\u5907\u62b5\u5fa1\u7ecf\u6d4e\u8870\u9000\u7684\u5f3a\u70c8\u5c5e\u6027\u3002\u9664\u6b64\u4e4b\u5916\uff0cGreen Thumb\u7684\u6210\u529f\u8fd8\u5f97\u76ca\u4e8e\u8be5\u516c\u53f8\u628a\u63e1\u4f4f\u4e86\u7c7b\u4f3c\u4f0a\u5229\u8bfa\u4f0a\u5dde\u548c\u5185\u534e\u8fbe\u5dde\u8fd9\u6837\u5feb\u901f\u589e\u957f\u7684\u5e02\u573a\uff0c\u4ee5\u53ca\u4e13\u6ce8\u4e8e\u98df\u54c1\u3001\u96fe\u5316\u5668\u548c\u996e\u6599\u7b49\u9ad8\u5229\u6da6\u7387\u7684\u5927\u9ebb\u884d\u751f\u54c1\u3002\u516c\u53f8\u7684\u7edd\u5927\u6536\u5165\u90fd\u6765\u81ea\u4e8e\u8fd9\u4e9b\u4ea7\u54c1\u3002<\/p>\n<p>Green 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