{"id":364613,"date":"2021-01-12T16:13:23","date_gmt":"2021-01-13T00:13:23","guid":{"rendered":"https:\/\/nai500.com\/?p=364613"},"modified":"2021-01-12T16:13:23","modified_gmt":"2021-01-13T00:13:23","slug":"2021%e5%b9%b4-%e5%a4%a7%e9%ba%bb%e8%82%a1-%e5%89%8d%e5%8d%81%e5%a4%a7","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2021\/01\/2021%e5%b9%b4-%e5%a4%a7%e9%ba%bb%e8%82%a1-%e5%89%8d%e5%8d%81%e5%a4%a7\/","title":{"rendered":"2021\u5e74\u5927\u9ebb\u80a1\u6295\u8d44\uff1a\u5e02\u503c\u524d\u5341\u5927\u5927\u9ebb\u80a1"},"content":{"rendered":"

2020\u5e74\uff0c\u80a1\u5e02\u6ed4\u5929\u9a87\u6d6a\uff0c\u4f46\u5927\u9ebb\u80a1\u7b51\u5e95\u56de\u5347\u7684\u8d8b\u52bf\u65e5\u76ca\u660e\u663e\uff0c\u5927\u9ebb\u884c\u4e1a\u7684\u5408\u6cd5\u5316\u8d8b\u52bf\u4e5f\u65e5\u76ca\u6e05\u6670\u3002\u5728\u52a0\u62ff\u5927\uff0c\u5927\u9ebb\u5e97\u6570\u91cf\u4e0d\u65ad\u589e\u52a0\uff0c\u6d88\u8d39\u7aef\u4f9b\u7ed9\u74f6\u9888\u95ee\u9898\u9010\u6b65\u83b7\u5f97\u7f13\u89e3\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u7f8e\u56fd36\u4e2a\u5dde\u653e\u884c\u4e86\u836f\u7528\u5927\u9ebb\uff0c\u5176\u4e2d\u8fd8\u670915\u4e2a\u5dde\u51c6\u8bb8\u6210\u4eba\u7528\u5927\u9ebb\u7684\u6d88\u8d39\u548c\/\u6216\u96f6\u552e\u3002<\/p>\n

\u968f\u7740\u8d8b\u52bf\u4e0d\u65ad\u5411\u597d\uff0c\u5927\u9ebb\u80a1\u7684\u5e02\u503c\u4e5f\u5f00\u59cb\u56de\u5347\uff0c\u4ee5\u4e0b\u662f\u5e02\u503c\u4e0d\u4f4e\u4e8e$20\u4ebf\u7684\u524d\u5341\u5927\u5927\u9ebb\u80a1\u6392\u540d\uff1a<\/p>\n

2020\u5e74\u7f8e\u56fd\u5927\u9009\u7ed3\u675f\u540e\uff0c\u5927\u9ebb\u516c\u53f8\u7684\u80a1\u4ef7\u51fa\u73b0\u4e86\u5f3a\u52b2\u7684\u4e0a\u6da8\u3002\u5982\u679c\u4f60\u60f3\u8981\u6295\u8d44\u5927\u9ebb\u677f\u5757\uff0c\u5fc5\u987b\u9996\u5148\u6253\u597d\u57fa\u672c\u529f\u3002\u70b9\u51fb\u4ee5\u4e0b\u94fe\u63a5\u8d2d\u4e70<\/strong>\u300a\u5317\u7f8e\u5927\u9ebb\u6295\u8d44\u624b\u518c2020<\/strong>\u300b<\/strong><\/a>\uff0c\u83b7\u53d6\u6700\u5168\u9762\u7684\u4e2d\u6587\u5927\u9ebb\u6295\u8d44\u624b\u518c\u3002<\/strong><\/p>\n

1. Canopy Growth\uff1a$91.8\u4ebf<\/h2>\n

\u5c3d\u7ba1\u4e27\u5931\u4e86\u5927\u5e02\u503c\u80a1\u7684\u5730\u4f4d\uff0c\u4f46\u52a0\u62ff\u5927\u7279\u8bb8\u5927\u9ebb\u751f\u4ea7\u5546Canopy Growth Corporation\uff08TSX: WEED<\/a>\uff09\uff08NASDAQ: CGC<\/a>\uff09\u591a\u5e74\u6765\u4e00\u76f4\u90fd\u662f\u5168\u7403\u6700\u5927\u7684\u5927\u9ebb\u80a1\u3002Canopy\u7684\u4f30\u503c\u4e4b\u6240\u4ee5\u6392\u540d\u7b2c\u4e00\uff0c\u4e3b\u8981\u539f\u56e0\u5305\u62ec\u8be5\u516c\u53f8\u5e9e\u5927\u7684\u73b0\u91d1\uff0c\u4ee5\u53ca\u6765\u81ea\u9152\u4e1a\u5de8\u5934\u661f\u5ea7\u54c1\u724cConstellation Brands\uff08NYSE: STZ\uff09\u7684\u80a1\u6743\u6295\u8d44\u3002\u5728\u7ecf\u8425\u5c42\u9762\uff0c\u524d\u661f\u5ea7\u54c1\u724c\u9996\u5e2d\u8d22\u52a1\u5b98\uff0c\u73b0\u4efbCanopy\u7684\u9996\u5e2d\u6267\u884c\u5b98David Klein\u628a\u524a\u51cf\u6210\u672c\u4f5c\u4e3a\u4ed6\u7684\u9996\u8981\u4efb\u52a1\u3002\u5c3d\u7ba1\u5e02\u503c\u5728\u884c\u4e1a\u5185\u5c45\u9996\uff0c\u4f46\u8be5\u516c\u53f8\u79bb\u5b9e\u73b0\u7ecf\u5e38\u6027\u76c8\u5229\u4ecd\u7136\u8fd8\u6709\u5f88\u957f\u7684\u8def\u8981\u8d70\u3002<\/p>\n

2. Curaleaf Holdings\uff1a$79.2\u4ebf<\/h2>\n

\u8de8\u5dde\u8fd0\u8425\u5546\uff08MSO\uff09Curaleaf Holdings Inc.\uff08CSE: CURA<\/a>\uff09\uff08OTCQX: CURLF<\/a>\uff09\u662f\u7f8e\u56fd\u6700\u5927\u7684\u7eaf\u5927\u9ebb\u80a1\uff0c\u8fd9\u65e0\u53ef\u7f6e\u7591\u3002\u53bb\u5e74\uff0cCuraleaf\u5b8c\u6210\u4e24\u8d77\u91cd\u5927\u5e76\u8d2d\uff0c\u6536\u8d2d\u5bf9\u8c61\u5206\u522b\u662f\u62e5\u6709\u5927\u9ebb\u77e5\u540d\u54c1\u724cSelect\u7684Cura Partners\uff0c\u4ee5\u53ca\u79c1\u4eba\u5927\u9ebb\u516c\u53f8Grassroots\u3002\u76ee\u524d\uff0c\u516c\u53f8\u62e5\u6709\u8d85\u8fc790\u5bb6\u5f00\u4e1a\u7684\u5927\u9ebb\u5e97\uff0c130\u591a\u5f20\u5927\u9ebb\u5e97\u8bb8\u53ef\u8bc1\uff0c\u540c\u65f6\u4e1a\u52a1\u904d\u53ca\u7f8e\u56fd\u768423\u4e2a\u5dde\u3002\u534e\u5c14\u8857\u9884\u8ba1Curaleaf\u5c06\u6210\u4e3a\u9996\u53ea\u5e74\u9500\u552e\u989d\u7a81\u7834$10\u4ebf\u7684\u5927\u9ebb\u80a1\u3002<\/p>\n

3. Green Thumb Industries\uff1a$52.1\u4ebf<\/h2>\n

\u7f8e\u56fd\u8de8\u5dde\u8fd0\u8425\u5546Green Thumb Industries Inc.\uff08OTCQX: GTBIF\uff09<\/a>\u62e5\u670950\u5bb6\u5f00\u4e1a\u5927\u9ebb\u5e97\uff0c\u4f46\u6301\u670912\u4e2a\u5dde\u768496\u5bb6\u96f6\u552e\u5e97\u8bb8\u53ef\u8bc1\u3002Green Thumb\u7684\u6210\u529f\u53ef\u5f52\u56e0\u4e8e\u5e02\u573a\u9009\u62e9\u4ee5\u53ca\u5927\u9ebb\u884d\u751f\u54c1\u3002\u516c\u53f8\u4e09\u5206\u4e4b\u4e8c\u7684\u9500\u552e\u989d\u6765\u81ea\u4e8e\u5927\u9ebb\u884d\u751f\u54c1\uff0c\u5176\u4e2d\u5305\u62ec\u5927\u9ebb\u98df\u54c1\u3001\u96fe\u5316\u5668\u3001\u542b\u9ebb\u996e\u6599\u3001\u6d53\u7f29\u7269\u548c\u5916\u7528\u54c1\u3002\u5927\u9ebb\u884d\u751f\u54c1\u7684\u5229\u6da6\u7387\u9ad8\u4e8e\u5927\u9ebb\u5e72\u54c1\uff0c\u8fd9\u6709\u52a9\u4e8e\u516c\u53f8\u66f4\u5feb\u5b9e\u73b0\u7ecf\u5e38\u6027\u76c8\u5229\u3002<\/p>\n

4. Innovative Industrial Properties\uff1a$40.6\u4ebf<\/h2>\n

\u5927\u9ebb\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\uff08REIT\uff09Innovative Industrial Properties Inc.\uff08NYSE: IIPR\uff09<\/a>\u662f\u6bcf\u80a1\u6536\u76ca\u6700\u9ad8\u7684\u5927\u9ebb\u80a1\uff0c\u5e76\u4e14\u8fc7\u53bb\u4e24\u5e74\u79ef\u6781\u5f00\u5c55\u79cd\u690d\u548c\u52a0\u5de5\u8d44\u4ea7\u7684\u6536\u8d2d\u3002\u7531\u4e8e\u7f8e\u56fd\u7684\u5927\u9ebb\u94f6\u884c\u6539\u9769\u6cd5\u6848\u5c1a\u672a\u901a\u8fc7\uff0c\u8fd9\u4e3aIIP\u7684\u552e\u540e\u56de\u79df\u4e1a\u52a1\u63d0\u4f9b\u4e86\u5de8\u5927\u7684\u7a7a\u95f4\uff0c\u516c\u53f82021\u5e74\u6709\u671b\u518d\u6b21\u5b9e\u73b0\u9ad8\u901f\u589e\u957f\u3002<\/p>\n

5. Trulieve Cannabis\uff1a$37.1\u4ebf<\/h2>\n

IIP\u662f\u6bcf\u80a1\u6536\u76ca\u6700\u9ad8\u7684\u5927\u9ebb\u80a1\uff0c\u800c\u8de8\u5dde\u8fd0\u8425\u5546Trulieve Cannabis Corp.\uff08CSE: TRUL<\/a>\uff09\uff08OTCQX: TCNNF<\/a>\uff09\u662f\u540d\u4e49\u76c8\u5229\u80fd\u529b\u6700\u5f3a\u7684\u5927\u9ebb\u80a1\u3002Trulieve\u7684\u589e\u957f\u662f\u8be5\u516c\u53f8\u805a\u7126\u4f5b\u7f57\u91cc\u8fbe\u5dde\u836f\u7528\u5927\u9ebb\u5e02\u573a\u7684\u7ed3\u679c\u3002\u622a\u81f32020\u5e74\u672b\uff0c\u8be5\u516c\u53f8\u5728\u5168\u7f8e\u5f00\u4e1a\u7684\u5927\u9ebb\u5e97\u6570\u91cf\u4e3a75\u5bb6\uff0c\u5176\u4e2d70\u5bb6\u90fd\u5728\u4f5b\u7f57\u91cc\u8fbe\u5dde\u3002\u6b63\u662f\u5728\u8fd9\u4e00\u6218\u7565\u7684\u5e2e\u52a9\u4e0b\uff0c\u8be5\u516c\u53f8\u6ca1\u6709\u5728\u5e02\u573a\u8425\u9500\u4e0a\u82b1\u8d39\u5927\u591a\u7684\u94b1\u5c31\u6709\u6548\u5efa\u7acb\u4e86\u81ea\u5df1\u7684\u54c1\u724c\uff0c\u5e76\u62ff\u4e0b\u4e86\u8be5\u5dde\u836f\u7528\u5927\u9ebb\u5e02\u573a\u5927\u7ea6\u4e00\u534a\u7684\u4efd\u989d\u3002<\/p>\n

6. GW Pharmaceuticals\uff1a$33.9\u4ebf<\/h2>\n

\u5927\u9ebb\u7d20\u836f\u7269\u5f00\u53d1\u5546GW Pharmaceuticals PLC\uff08NASDAQ: GWPH\uff09<\/a>\u662f\u7b2c\u516d\u5927\u5927\u9ebb\u80a1\uff0c\u4e0d\u8fc7\u8be5\u516c\u53f8\u7684\u7ba1\u7406\u56e2\u961f\u5e76\u4e0d\u613f\u610f\u81ea\u5df1\u516c\u53f8\u88ab\u5217\u5165\u5927\u9ebb\u80a1\u7684\u884c\u5217\u3002\u8be5\u516c\u53f8\u7684\u6210\u540d\u4f5c\u662fCBD\u836f\u7269Epidiolex\uff0c\u8be5\u836f\u7269\u83b7\u6279\u6cbb\u7597\u4e24\u79cd\u7f55\u89c1\u7684\u513f\u7ae5\u53d1\u75c5\u766b\u75eb\uff0c2020\u5e74\u9002\u5e94\u75c7\u8303\u56f4\u8fdb\u4e00\u6b65\u6269\u81f3\u7ed3\u8282\u6027\u786c\u5316\u75c7\uff08TSC\uff09\u3002\u4eca\u5e74\uff0c\u8be5\u516c\u53f8\u9884\u8ba1\u5c06\u5b9e\u73b0\u7ecf\u5e38\u6027\u76c8\u5229\u3002<\/p>\n

7. Cronos Group\uff1a$24.7\u4ebf<\/h2>\n

\u9664\u4e86Canopy Growth\uff0cCronos Group Inc\uff08TSX: CRON<\/a>\uff09\uff08NASDAQ: CRON<\/a>\uff09\u662f\u53e6\u4e00\u53ea\u8fdb\u5165\u524d\u5341\u5927\u5927\u9ebb\u80a1\u7684\u52a0\u62ff\u5927\u7279\u8bb8\u751f\u4ea7\u5546\u3002\u8ddfCanopy\u7c7b\u4f3c\uff0c\u5927\u91cf\u7684\u73b0\u91d1\u63d0\u632f\u4e86Cronos\u7684\u4f30\u503c\u6c34\u5e73\u30022019\u5e743\u6708\uff0c\u516c\u53f8\u83b7\u5f97\u70df\u8349\u5de8\u5934\u9ad8\u7279\u5229\u96c6\u56e2Altria Group\uff08NYSE: MO\uff09$18\u4ebf\u7684\u6295\u8d44\uff0c\u4ee3\u4ef7\u662f\u8be5\u516c\u53f845%\u7684\u80a1\u6743\u3002\u5e02\u573a\u9884\u671f\u8fd9\u4e24\u5bb6\u516c\u53f8\u5c06\u8054\u5408\u5728\u52a0\u62ff\u5927\u5f00\u53d1\u548c\u9500\u552e\u9ad8\u5229\u6da6\u7387\u7684\u7535\u5b50\u70df\u4ea7\u54c1\uff0c\u4f46Cronos\u7684\u7ecf\u8425\u4e1a\u7ee9\u8fd8\u5f85\u63d0\u9ad8\u3002<\/p>\n

8.\u00a0 GrowGeneration\uff1a$22\u4ebf<\/h2>\n

2020\u5e74\uff0c\u6c34\u57f9\u548c\u6709\u673a\u79cd\u690d\u8fde\u9501\u5e97GrowGeneration Corp.\uff08NASDAQ: GRWG\uff09<\/a>\u7684\u80a1\u4ef7\u5927\u6da8881%\uff0c\u6210\u529f\u8fdb\u519b\u524d\u5341\u5927\u5927\u9ebb\u80a1\u7684\u884c\u5217\u3002\u516c\u53f8\u76ee\u524d\u5728\u5168\u7f8e11\u4e2a\u5dde\u7ecf\u842536\u5bb6\u95e8\u5e97\uff0c\u4f46\u8ba1\u5212\u4eca\u5e74\u5e95\u6269\u5f20\u81f315\u4e2a\u5dde\u768450\u5bb6\u5e97\u3002\u5927\u9ebb\u751f\u4ea7\u5546\u5b58\u5728\u63d0\u9ad8\u4ea7\u91cf\u7684\u9700\u6c42\uff0c\u8fd9\u662f\u8be5\u516c\u53f8\u5185\u751f\u6027\u589e\u5e45\u9ad8\u8fbe\u9ad8\u7b49\u53cc\u4f4d\u6570\u7684\u5185\u5728\u52a8\u529b\uff0c\u5e76\u4e14\u8be5\u516c\u53f82014\u5e74\u4ee5\u6765\u8fd8\u901a\u8fc7\u5341\u591a\u8d77\u6536\u8d2d\u5b9e\u73b0\u4e86\u6269\u5f20\u3002\u8fc7\u53bb\u4e24\u5e74\uff0c\u516c\u53f8\u9500\u552e\u989d\u589e\u901f\u90fd\u5728\u4e09\u4f4d\u6570\uff0c\u534e\u5c14\u8857\u9884\u8ba12021\u5e74\u7684\u589e\u901f\u5c06\u653e\u7f13\u81f354%\u3002<\/p>\n

9. Cresco Labs\uff1a$21.3\u4ebf<\/h2>\n

\u7f8e\u56fd\u8de8\u5dde\u8fd0\u8425\u5546Cresco Labs Inc.\uff08CSE: CL<\/a>\uff09\uff08OTCQX: CRLBF<\/a>\uff09\u76ee\u524d\u62e5\u670920\u5bb6\u5f00\u4e1a\u5927\u9ebb\u5e97\uff0c\u5176\u4e2d10\u5bb6\u4f4d\u4e8e\u8bb8\u53ef\u8bc1\u53d7\u9650\u7684\u4f0a\u5229\u8bfa\u4f0a\u5dde\u3002\u52302024\u5e74\uff0c\u4f0a\u5229\u8bfa\u4f0a\u5dde\u7684\u5927\u9ebb\u5e02\u573a\u89c4\u6a21\u5c06\u8fbe\u5230$10\u4ebf\u7ea7\u522b\u3002\u6b64\u5916\uff0c\u6279\u53d1\u4e5f\u662fCresco\u7684\u4e00\u5927\u4e1a\u52a1\u30022020\u5e741\u6708\uff0c\u8be5\u516c\u53f8\u5b8c\u6210\u5bf9Origin House\u7684\u6536\u8d2d\uff0c\u516c\u53f8\u7684\u5927\u9ebb\u4ea7\u54c1\u56e0\u6b64\u5f97\u4ee5\u6446\u4e0a\u52a0\u5229\u798f\u5c3c\u4e9a\u5dde\u2014\u2014\u5168\u7403\u6700\u5927\u7684\u5927\u9ebb\u5e02\u573a\u2014\u2014575\u5bb6\u5927\u9ebb\u5e97\u7684\u8d27\u67b6\u3002Cresco\u6781\u6709\u53ef\u80fd\u57282021\u5e74\u5b9e\u73b0\u7ecf\u5e38\u6027\u76c8\u5229\uff0c2022\u5e74\u9500\u552e\u989d\u6709\u671b\u7a81\u7834$10\u4ebf\u3002<\/p>\n

10. Columbia Care\uff1a$20\u4ebf<\/h2>\n

\u7f8e\u56fd\u8de8\u5dde\u8fd0\u8425\u5546Columbia Care Inc\uff08OTCQX: CCHWF\uff09<\/a>\u6b64\u524d\u4e3b\u653b\u836f\u7528\u5927\u9ebb\u548c\u5236\u9020\uff0c\u76ee\u524d\u5728\u5a31\u4e50\u5927\u9ebb\u7b49\u65b0\u7684\u9886\u57df\u5bfb\u627e\u589e\u957f\u673a\u4f1a\u3002\u516c\u53f8\u572818\u4e2a\u5dde\u62e5\u670976\u5bb6\u5f00\u4e1a\u5927\u9ebb\u5e97\uff0c\u5e76\u4e14\u4e3b\u8981\u901a\u8fc7\u6536\u8d2d\u5b9e\u73b0\u6269\u5f20\u3002\u53bb\u5e74\u4e5d\u6708\uff0cColumbia Care\u6536\u8d2d\u79d1\u7f57\u62c9\u591a\u5dde\u9886\u5148\u7684\u5782\u76f4\u6574\u5408\u5927\u9ebb\u8fd0\u8425\u5546The Green Solution\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

2020\u5e74\uff0c\u80a1\u5e02\u6ed4\u5929\u9a87\u6d6a\uff0c\u4f46\u5927\u9ebb\u80a1\u7b51\u5e95\u56de\u5347\u7684\u8d8b\u52bf\u65e5\u76ca\u660e\u663e\uff0c\u5927\u9ebb\u884c\u4e1a\u7684\u5408\u6cd5\u5316\u8d8b\u52bf\u4e5f\u65e5\u76ca\u6e05\u6670\u3002\u5728\u52a0\u62ff\u5927\uff0c\u5927\u9ebb\u5e97\u6570\u91cf […]<\/p>\n","protected":false},"author":27,"featured_media":364615,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,430],"tags":[],"class_list":["post-364613","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","sectors-1204","locations-canada-zh-hans","locations-us-zh-hans","exchange-cse-zh-hans","exchange-nasdaq-zh-hans","exchange-nyse-zh-hans","exchange-otcqx-zh-hans","exchange-tsx-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/364613","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=364613"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/364613\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/364615"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=364613"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=364613"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=364613"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}