{"id":355178,"date":"2020-10-27T17:50:55","date_gmt":"2020-10-28T00:50:55","guid":{"rendered":"https:\/\/nai500.com\/?p=355178"},"modified":"2020-10-27T17:50:55","modified_gmt":"2020-10-28T00:50:55","slug":"%e5%a4%a7%e9%ba%bb%e8%82%a1-%e8%87%b4%e5%af%8c%e5%a5%87%e8%bf%b9","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2020\/10\/%e5%a4%a7%e9%ba%bb%e8%82%a1-%e8%87%b4%e5%af%8c%e5%a5%87%e8%bf%b9\/","title":{"rendered":"\u8fd9\u4e24\u53ea\u5927\u9ebb\u80a1\u6700\u6709\u53ef\u80fd\u521b\u9020\u81f4\u5bcc\u5947\u8ff9"},"content":{"rendered":"<p>\u7f8e\u56fd\u548c\u52a0\u62ff\u5927\u7684\u5927\u9ebb\u884c\u4e1a\u6b63\u5728\u4ee5\u60ca\u4eba\u7684\u901f\u5ea6\u53d1\u5c55\u30022020\u5e74\uff0c\u7f8e\u56fd\u5f88\u591a\u5dde\u7684\u5927\u9ebb\u9500\u552e\u989d\u521b\u51fa\u65b0\u9ad8\u30021\u67081\u65e5\u5927\u9ebb\u5408\u6cd5\u5316\u4ee5\u6765\uff0c\u4f0a\u5229\u8bfa\u4f0a\u5dde\u7684\u5927\u9ebb\u603b\u9500\u552e\u989d\u9ad8\u8fbe$4.31\u4ebf\uff0c\u5355\u53559\u6708\u836f\u7528\u548c\u5a31\u4e50\u5927\u9ebb\u7684\u5408\u5e76\u9500\u552e\u989d\u5c31\u63a5\u8fd1$1.00\u4ebf\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u5728\u52a0\u62ff\u5927\u5e02\u573a\uff0c\u5408\u6cd5\u5927\u9ebb\u7684\u9500\u552e\u989d\u5728\u4eca\u5e74\u590f\u5b63\u9996\u6b21\u8d85\u8fc7\u975e\u6cd5\u5e02\u573a\u3002<\/p>\n<p>\u5c3d\u7ba1\u52a0\u7f8e\u4e24\u56fd\u7684\u5927\u9ebb\u9500\u552e\u989d\u90fd\u5927\u5e45\u589e\u957f\uff0c\u4f46\u53d7\u76d1\u7ba1\u4e0a\u7684\u63a3\u8098\u7b49\u56e0\u7d20\u7684\u5f71\u54cd\uff0c\u4eca\u5e74\u52a0\u62ff\u5927\u5927\u9ebb\u80a1\u7684\u6536\u5165\u589e\u901f\u4e0d\u53ca\u7f8e\u56fd\u3002\u4e0d\u8fc7\uff0c\u90e8\u5206\u52a0\u62ff\u5927\u5927\u9ebb\u80a1\u7684\u524d\u666f\u4f9d\u7136\u5149\u660e\u3002Canopy Growth Corporation\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=WEED%3ACA\">TSX: WEED<\/a>\uff09\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=CGC\">NYSE: CGC<\/a>\uff09\u81ea\u8be9\u516c\u53f8\u5e02\u503c\uff08$69\u4ebf\uff09\u5728\u884c\u4e1a\u5185\u5c45\u9996\uff0c\u540c\u65f6\u65b0\u4ea7\u54c1\u7684\u9500\u552e\u989d\u4e0d\u65ad\u589e\u957f\u3002\u8be5\u516c\u53f8\u7684\u5927\u9ebb\u884d\u751f\u54c1\u6b63\u5728\u5feb\u901f\u5360\u9886\u52a0\u62ff\u5927\u5e02\u573a\uff0c\u5e76\u4e14\u501f\u52a9\u4e0e\u996e\u6599\u5de8\u5934<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=STZ\">\u661f\u5ea7\u54c1\u724cConstellation Brands\uff08NYSE: STZ\uff09<\/a>\u5f3a\u5927\u7684\u5408\u4f5c\u5173\u7cfb\u5a01\u80c1\u5c06\u5411\u7f8e\u56fd\u6269\u5f20\u3002<\/p>\n<p><strong>\u5317\u7f8e\u6295\u8d44\u8baf\u606f\u6709\u9650\u516c\u53f8\u5373\u5c06\u572811\u67085\u65e5\u4e3e\u529e\u56fd\u9645\u91d1\u878d\u6295\u8d44\u535a\u89c8\u4f1a\u7ebf\u4e0a\u6295\u8d44\u4f1a\u8bae\u00a0\u2013\u00a0\u591a\u5143\u5316\u6295\u8d44\u7b56\u7565\uff0c\u5c06\u6709\u5341\u51e0\u5bb6\u4f18\u8d28\u516c\u53f8\u5c55\u793a\u533b\u7597\u3001\u79d1\u6280\u548c\u6295\u8d44\u9886\u57df\u7684\u6700\u65b0\u521b\u65b0\uff0c\u4e3a\u53c2\u4f1a\u8005\u63d0\u4f9b2020\u5e74\u6700\u503c\u5f97\u671f\u5f85\u7684\u8d22\u5bcc\u589e\u503c\u673a\u4f1a\uff0c\u53ef\u6253\u5f00<a href=\"https:\/\/nai500.com\/zh-hans\/events\/gcff-2020-diversified-invest\/\">https:\/\/nai500.com\/zh-hans\/events\/gcff-2020-diversified-invest\/<\/a>\u4e86\u89e3\u66f4\u591a\u4fe1\u606f\u3002<\/strong><\/p>\n<p>\u4e0e\u6b64\u540c\u65f6\uff0c\u5728\u7f8e\u56fd\uff0c\u4e00\u5bb6\u975e\u4f20\u7edf\u7684\u5927\u9ebb\u80a1\u6b63\u5728\u5438\u5f15\u6295\u8d44\u8005\u7684\u5173\u6ce8\u3002<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=IIPR\">Innovative Industrial Properties Inc.\uff08NYSE: IIPR\uff09<\/a>\u662f\u4e00\u5bb6\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\uff08REIT\uff09\uff0c\u4e3b\u8981\u4e1a\u52a1\u662f\u5411\u5927\u9ebb\u516c\u53f8\u51fa\u79df\u623f\u4ea7\u3002\u516c\u53f8\u8d5a\u53d6\u7684\u6536\u5165\u591a\u6570\u90fd\u6765\u81ea\u4e8e\u79df\u8d41\u6536\u5165\uff0c\u5e76\u4ee5\u80a1\u606f\u65b9\u5f0f\u5c06\u76c8\u5229\u7684\u7edd\u5927\u591a\u6570\u90fd\u8fd4\u8fd8\u7ed9\u80a1\u4e1c\u3002<\/p>\n<h2>Canopy Growth\uff1a\u5728\u52a0\u62ff\u5927\u5e02\u573a\u7684\u9006\u98ce\u4e4b\u4e0b\u5c79\u7acb\u4e0d\u5012<\/h2>\n<p>Canopy Growth\u65d7\u4e0b\u7684\u5927\u9ebb\u54c1\u724c\u5305\u62ecTweed\u3001Tokyo Smoke\u548cSpectrum Therapeutics\u3002\u5c3d\u7ba1\u5907\u53d7\u6295\u8d44\u8005\u9752\u7750\uff0c\u4f46\u8be5\u516c\u53f8\u5c1a\u672a\u626d\u4e8f\u4e3a\u76c8\u3002\u4e0d\u8fc7\uff0c\u51ed\u501f\u4e0e\u661f\u5ea7\u54c1\u724c\u7684\u5408\u4f5c\u5173\u7cfb\uff0c\u8be5\u516c\u53f8\u76f8\u6bd4\u5176\u4ed6\u5927\u9ebb\u516c\u53f8\u4ecd\u5360\u636e\u4e0a\u98ce\u30022017\u5e74\uff0c\u661f\u5ea7\u54c1\u724c\u521d\u59cb\u6295\u8d44$2.45\u4ebf\uff0c\u6b64\u540e\u4e0d\u65ad\u8ffd\u52a0\u6295\u8d44\uff0c\u76ee\u524d\u7684\u6301\u80a1\u6bd4\u4f8b\u5df2\u7ecf\u63d0\u9ad8\u81f338.6%\u3002<\/p>\n<p>Canopy\u76ee\u524d\u7684\u91cd\u5fc3\u662f\u8981\u5b9e\u73b0\u6b63\u7684\u7a0e\u606f\u6298\u65e7\u53ca\u644a\u9500\u524d\u5229\u6da6\uff08EBITDA\uff09\uff0c\u5c24\u5176\u662f\u5728\u521b\u65b0\u884d\u751f\u54c1\u4e0a\u5e02\u4e4b\u540e\u30022019\u5e7410\u6708\uff0c\u5305\u62ec\u96fe\u5316\u5668\u3001\u6d53\u7f29\u7269\u3001\u996e\u6599\u548c\u98df\u54c1\u5728\u5185\u7684\u5927\u9ebb\u884d\u751f\u54c1\u6b63\u5f0f\u5408\u6cd5\uff0c\u542f\u52a8\u52a0\u62ff\u5927\u5927\u9ebb\u5408\u6cd5\u53162.0\u65f6\u4ee3\u3002\u4eca\u5e74\uff0cCanopy\u5df2\u7ecf\u4e0a\u5e02\u4e86\u4e00\u7cfb\u5217\u7684\u5927\u9ebb\u884d\u751f\u54c1\uff0c\u9500\u552e\u60c5\u51b5\u4e5f\u975e\u5e38\u4e50\u89c2\uff0cQ1\uff08\u622a\u81f36\u670830\u65e5\uff09\u7684\u9500\u552e\u989d\u5360\u516c\u53f8\u52a0\u62ff\u5927B2B\u603b\u9500\u552e\u989d\u768413%\u3002<\/p>\n<p>Canopy\u7684\u5e02\u503c\u5df2\u7ecf\u4ece2018\u5e74\u7684$92\u4ebf\u964d\u81f3\u4eca\u5e74\u7684$66\u4ebf\uff0c\u5e02\u503c\u840e\u7f29\u7684\u539f\u56e0\u5305\u62ec\u5916\u90e8\u73af\u5883\u4e0d\u4f73\uff0c\u4ee5\u53ca\u516c\u53f8\u5feb\u901f\u6536\u8d2d\u548c\u76f2\u76ee\u6269\u5f20\u7b49\u51b3\u7b56\u5931\u8bef\u3002\u4e0d\u8fc7\uff0c\u52a0\u62ff\u5927\u5927\u9ebb\u5e02\u573a\u7684\u5148\u53d1\u4f18\u52bf\u65e0\u7591\u52a9\u529bCanopy\u836f\u7528\u5927\u9ebb\u4e1a\u52a1\u7684\u589e\u957f\uff1aQ1\u836f\u7528\u5927\u9ebb\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f54%\uff0c\u51c0\u6536\u5165\u540c\u6bd4\u589e\u957f22%\u81f31.10\u4ebf\u52a0\u5143\uff08$8370\u4e07\uff09\uff0c\u5176\u4e2d\u836f\u7528\u5927\u9ebb\u9500\u552e\u989d\u7684\u5360\u6bd4\u4e3a31%\u3002<\/p>\n<p>Canopy\u83b7\u5f97\u7684\u6765\u81ea\u661f\u5ea7\u54c1\u724c\u7684\u8d44\u91d1\u652f\u6301\u4ee5\u53ca\u5bf9\u7f8e\u56fd\u5de5\u4e1a\u5927\u9ebb\u516c\u53f8Acreage Holdings\u7684\u6218\u7565\u6027\u6536\u8d2d\u5c06\u5e2e\u52a9\u8be5\u516c\u53f8\u62a2\u5360\u7f8e\u56fd\u5e02\u573a\u3002<\/p>\n<h2>Innovative Industrial Properties\uff1a\u6536\u5165\u589e\u957f\u559c\u4eba<\/h2>\n<p>2019\u5e74\u52a0\u62ff\u5927\u5927\u9ebb\u80a1\u8fd8\u5728\u8270\u96be\u6c42\u751f\u65f6\uff0cInnovative Industrial Properties\u5c31\u8fc7\u4e0a\u4e86\u5341\u5206\u6ecb\u6da6\u7684\u65e5\u5b50\u3002\u8be5\u80a1\u80a1\u4ef7\u53bb\u5e74\u4e0a\u6da867%\uff0c\u540c\u671f\u884c\u4e1a\u57fa\u51c6<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=HMMJ%3ACA\">Horizons\u5927\u9ebb\u751f\u547d\u79d1\u5b66\u6307\u6570ETF\uff08TSX: HMMJ\uff09<\/a>\u4e0b\u8dcc35%\u3002<\/p>\n<p>Innovative 2020\u8d22\u5e74\u4e8c\u5b63\u5ea6\uff08\u622a\u81f36\u670830\u65e5\uff09\u7684\u8d22\u62a5\u5145\u5206\u8bf4\u660e\u7f8e\u56fd\u836f\u7528\u5927\u9ebb\u8d8a\u6765\u8d8a\u53d7\u6b22\u8fce\u3002\u623f\u5730\u4ea7\u6536\u8d2d\u9a71\u52a8\u6536\u5165\u540c\u6bd4\u589e\u957f183%\u81f3$2430\u4e07\u30024\u67081\u65e5\u81f38\u67085\u65e5\u671f\u95f4\uff0c\u8be5\u516c\u53f8\u5728\u52a0\u5229\u798f\u5c3c\u4e9a\u5dde\u3001\u9a6c\u8428\u8bf8\u585e\u5dde\u3001\u5bc6\u6b47\u6839\u5dde\u3001\u65b0\u6cfd\u897f\u5dde\uff0c\u4ee5\u53ca\u5bbe\u5915\u6cd5\u5c3c\u4e9a\u5dde\u6536\u8d2d\u4e868\u5904\u7269\u4e1a\uff0c\u603b\u79df\u8d41\u9762\u79ef\u8fbe75,000\u5e73\u65b9\u82f1\u5c3a\u3002\u516c\u53f8\u671f\u672b\u73b0\u91d1\u53ca\u73b0\u91d1\u7b49\u4ef7\u7269\u4e3a$5020\u4e07\uff0c\u5e76\u4e14\u6ca1\u6709\u8d1f\u503a\u3002<\/p>\n<p>\u53e6\u5916\uff0cInnovative\u8fd8\u662f\u4e00\u53ea\u6d3e\u606f\u80a1\uff0c\u8fdc\u671f\u80a1\u606f\u7387\u4e3a3.6%\uff0c\u8fdc\u9ad8\u4e8e\u6807\u666e500\u6307\u6570\u5e73\u5747\u6c34\u5e73\u76842%\u3002\u80a1\u606f\u7387\u5e76\u4e0d\u662f\u4e00\u53ea\u4f18\u8d28\u6d3e\u606f\u80a1\u7684\u5168\u90e8\u30022017\u5e74\u4ee5\u6765\uff0c\u5f97\u76ca\u4e8e\u6536\u5165\u3001\u51c0\u5229\u6da6\u4ee5\u53ca\u8c03\u6574\u540e\u8425\u8fd0\u8d44\u91d1\uff08AFFO\uff09\u7684\u6301\u7eed\u589e\u957f\uff0c\u8be5\u516c\u53f8\u8fde\u7eed\u6d3e\u606f\u3002\u5bf9\u4e8eREIT\u6765\u8bf4\uff0cAFFO\u662f\u6d3e\u606f\u7684\u57fa\u7840\u3002Innovative Q2\u7684AFFO\u540c\u6bd4\u5927\u589e262%\u81f3$2100\u4e07\uff0c\u516c\u53f8\u56e0\u6b64\u5c06\u4e09\u5b63\u5ea6\u7684\u80a1\u606f\u4e0a\u8c0310%\u3002<\/p>\n<h2>\u8fd9\u4e24\u53ea\u5927\u9ebb\u80a1\u90fd\u6709\u53ef\u80fd\u521b\u9020\u81f4\u5bcc\u5947\u8ff9<\/h2>\n<p>Innovative Industrial\u7684\u80a1\u4ef7\u6da8\u5e45\u76f8\u5bf9\u504f\u9ad8\uff0c\u800cCanopy\u7684\u80a1\u4ef7\u4eca\u5e74\u8fc4\u4eca\u4e0b\u8dcc11%\uff0c\u540c\u671f\u5927\u9ebb\u6307\u6570\u4e0b\u8dcc31%\uff0c\u80a1\u5e02\u4e0a\u6da85%\u3002<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-355179 lazyload\" data-src=\"https:\/\/nai500.com\/wp-content\/uploads\/2020\/10\/b1e47fae12c63e63d2341e142e4955b6.png\" alt=\"\" width=\"702\" height=\"342\" data-srcset=\"https:\/\/nai500.com\/wp-content\/uploads\/2020\/10\/b1e47fae12c63e63d2341e142e4955b6.png 702w, https:\/\/nai500.com\/wp-content\/uploads\/2020\/10\/b1e47fae12c63e63d2341e142e4955b6-300x146.png 300w\" data-sizes=\"(max-width: 702px) 100vw, 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Insights\u9884\u6d4b\uff0c\u52302025\u5e74\uff0c\u836f\u7528\u5927\u9ebb\u7684\u5e02\u573a\u89c4\u6a21\u5c31\u6709\u53ef\u80fd\u8fbe\u5230$590\u4ebf\u7684\u89c4\u6a21\u3002<\/p>\n<p>\u8fd9\u4e24\u53ea\u5927\u9ebb\u80a1\u7684\u6536\u5165\u90fd\u5f3a\u52b2\u589e\u957f\uff0c\u8d44\u4ea7\u8d1f\u503a\u8868\u7a33\u5065\uff0c\u53e0\u52a0\u5927\u9ebb\u5e02\u573a\u7684\u589e\u957f\u524d\u666f\uff0c\u672a\u6765\u6709\u671b\u4e3a\u6295\u8d44\u8005\u521b\u9020\u81f4\u5bcc\u5947\u8ff9\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u7f8e\u56fd\u548c\u52a0\u62ff\u5927\u7684\u5927\u9ebb\u884c\u4e1a\u6b63\u5728\u4ee5\u60ca\u4eba\u7684\u901f\u5ea6\u53d1\u5c55\u30022020\u5e74\uff0c\u7f8e\u56fd\u5f88\u591a\u5dde\u7684\u5927\u9ebb\u9500\u552e\u989d\u521b\u51fa\u65b0\u9ad8\u30021\u67081\u65e5\u5927\u9ebb\u5408\u6cd5\u5316\u4ee5\u6765 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