{"id":430407,"date":"2022-07-13T22:49:24","date_gmt":"2022-07-14T05:49:24","guid":{"rendered":"https:\/\/nai500.com\/?p=430407"},"modified":"2022-07-13T22:49:24","modified_gmt":"2022-07-14T05:49:24","slug":"%e8%8e%b7%e5%88%a9%e7%a9%ba%e9%97%b4-7%e5%8f%aa-%e7%be%8e%e5%9b%bd%e4%bb%b7%e5%80%bc%e8%82%a1-%e4%b9%b0%e5%85%a5","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2022\/07\/%e8%8e%b7%e5%88%a9%e7%a9%ba%e9%97%b4-7%e5%8f%aa-%e7%be%8e%e5%9b%bd%e4%bb%b7%e5%80%bc%e8%82%a1-%e4%b9%b0%e5%85%a5\/","title":{"rendered":"\u83b7\u5229\u7a7a\u95f4\u5df2\u6253\u5f00\uff0c\u8fd97\u53ea\u7f8e\u56fd\u4ef7\u503c\u80a1\u53ef\u4ee5\u4e70\u5165\u4e86"},"content":{"rendered":"<p>2022\u5e74\u4ee5\u6765\uff0c\u6807\u666e500\u6307\u6570\u5df2\u7ecf\u4e0b\u8dcc20%\uff0c\u521b\u6570\u5341\u5e74\u4ee5\u6765\u7684\u6700\u5dee\u8868\u73b0\u3002\u4e0d\u8fc7\uff0cPrudent Speculator\u7684\u8d44\u91d1\u7ecf\u7406John Buckingham\u8868\u793a\uff0c\u5982\u679c\u4f60\u662f\u957f\u7ebf\u601d\u7ef4\u7684\u4ef7\u503c\u6295\u8d44\u8005\uff0c\u73b0\u5728\u53cd\u800c\u662f\u4e70\u8dcc\u7684\u597d\u673a\u4f1a\uff0c\u5e76\u4e14\u63d0\u4f9b\u4e862022\u5e74\u91cd\u70b9\u5173\u6ce8\u76847\u53ea\u7f8e\u56fd\u4ef7\u503c\u80a1\u540d\u5355\u3002<\/p>\n<p>Buckingham\u5728\u63a5\u53d7\u91c7\u8bbf\u65f6\u8fd9\u6837\u89e3\u91ca\u4ef7\u503c\u6295\u8d44\u7684\u903b\u8f91\uff1a\u4ef7\u503c\u6295\u8d44\u8005\u60f3\u8981\u7684\u4e0d\u662f\u6574\u4e2a\u5e02\u573a\u7684\u72c2\u6b22\uff0c\u800c\u662f\u6295\u8d44\u8005\u5728\u4e0b\u8dcc\u884c\u60c5\u4e2d\u8dcc\u81f3\u51b0\u70b9\u7684\u60c5\u7eea\u3002\u5728\u4ed6\u770b\u6765\uff0c\u80a1\u5e02\u4e0b\u8dcc\u4e2a20%\u5c31\u7a00\u677e\u5e73\u5e38\uff0c\u4ef7\u503c\u6295\u8d44\u8005\u5fc5\u987b\u8981\u6709\u9762\u5bf9\u8fd9\u79cd\u5f31\u5e02\u7684\u5fc3\u7406\u9884\u671f\uff0c\u751a\u81f3\u5c06\u4e4b\u89c6\u4e3a\u957f\u671f\u6210\u529f\u7684\u673a\u9047\u3002<\/p>\n<p>\u6240\u8c13\u4ef7\u503c\u6295\u8d44\u7b56\u7565\uff0c\u4e00\u4e2a\u5207\u5165\u70b9\u662f\u76f8\u5bf9\u9884\u671f\u76c8\u5229\u7684\u4f4e\u80a1\u4ef7\uff0c\u5373\u52a8\u6001\u5e02\u76c8\u7387\u4f4e\u3002\u4ee5\u4e0b\u662fBuckingham\u76847\u53ea\u7f8e\u56fd\u4ef7\u503c\u80a1\u540d\u5355\u3002<\/p>\n<table>\n<tbody>\n<tr>\n<td><strong>\u516c\u53f8<\/strong><\/td>\n<td><strong>\u884c\u4e1a<\/strong><\/td>\n<td><strong>\u80a1\u4ef7\u53d8\u52a8\u20142022\u5e74\u622a\u81f37\u670812\u65e5<\/strong><\/td>\n<td><strong>\u52a8\u6001\u5e02\u76c8\u7387<\/strong><\/td>\n<td><strong>\u52a8\u6001\u5e02\u76c8\u7387 \u2013 2021\u5e7412\u670831\u65e5<\/strong><\/td>\n<td><strong>\u80a1\u606f\u7387<\/strong><\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=ARE\">Alexandria Real Estate Equities Inc\uff08NYSE:ARE\uff09<\/a><\/td>\n<td>\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\uff08REIT\uff09<\/td>\n<td>-36%<\/td>\n<td>66.3<\/td>\n<td>82.6<\/td>\n<td>3.30%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=CE\">Celanese Corp\uff08NYSE:CE\uff09<\/a><\/td>\n<td>\u5316\u5de5<\/td>\n<td>-34%<\/td>\n<td>6.4<\/td>\n<td>10.7<\/td>\n<td>2.44%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=COF\">Capital One Financial Corp.\uff08NYSE:COF\uff09<\/a><\/td>\n<td>\u5927\u578b\u94f6\u884c<\/td>\n<td>-26%<\/td>\n<td>5.6<\/td>\n<td>7.5<\/td>\n<td>2.24%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=ENS\">EnerSys\uff08NYSE:ENS\uff09<\/a><\/td>\n<td>\u7535\u5b50\u4ea7\u54c1<\/td>\n<td>-26%<\/td>\n<td>10.6<\/td>\n<td>14.9<\/td>\n<td>1.20%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=MDC\">MDC Holdings Inc\uff08NYSE:MDC\uff09<\/a><\/td>\n<td>\u4f4f\u5b85\u5efa\u7b51<\/td>\n<td>-37%<\/td>\n<td>3.5<\/td>\n<td>5.7<\/td>\n<td>5.65%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=FB\">Meta Platforms, Inc.\uff08NASDAQ:FB\uff09A\u7c7b\u80a1<\/a><\/td>\n<td>\u4e92\u8054\u7f51\u8f6f\u4ef6\/\u670d\u52a1<\/td>\n<td>-51%<\/td>\n<td>12.9<\/td>\n<td>23.6<\/td>\n<td>0.00%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=MU\">\u7f8e\u5149\u79d1\u6280Micron Technology\uff08NASDAQ:MU\uff09<\/a><\/td>\n<td>\u534a\u5bfc\u4f53<\/td>\n<td>-36%<\/td>\n<td>8.4<\/td>\n<td>9.5<\/td>\n<td>0.70%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>\u6570\u636e\u6765\u6e90\uff1aFactSet<\/p>\n<p>\u4ee5\u4e0b\u662f\u5206\u6790\u5e08\u5bf9\u4e8e\u8fd97\u53ea\u7f8e\u56fd\u4ef7\u503c\u80a1\u7684\u80a1\u7968\u8bc4\u7ea7\u3002<\/p>\n<table>\n<tbody>\n<tr>\n<td><strong>\u516c\u53f8<\/strong><\/td>\n<td><strong>\u201c\u4e70\u5165\u201d\u8bc4\u7ea7<\/strong><\/td>\n<td><strong>\u4e2d\u6027\u201d\u8bc4\u7ea7<\/strong><\/td>\n<td><strong>\u201c\u5356\u51fa\u201d\u8bc4\u7ea7<\/strong><\/td>\n<td><strong>\u6536\u76d8\u4ef7 \u2013 7\u670812\u65e5<\/strong><\/td>\n<td><strong>\u5e73\u5747\u76ee\u6807\u4ef7<\/strong><\/td>\n<td><strong>12\u4e2a\u6708\u7684\u80a1\u4ef7\u4e0a\u6da8\u6f5c\u529b<\/strong><\/td>\n<\/tr>\n<tr>\n<td>Alexandria Real Estate Equities Inc\uff08NYSE:ARE\uff09<\/td>\n<td>92%<\/td>\n<td>8%<\/td>\n<td>0%<\/td>\n<td>$143.21<\/td>\n<td>$201.82<\/td>\n<td>41%<\/td>\n<\/tr>\n<tr>\n<td>Celanese Corp\uff08NYSE:CE\uff09<\/td>\n<td>56%<\/td>\n<td>36%<\/td>\n<td>8%<\/td>\n<td>$111.66<\/td>\n<td>$159.45<\/td>\n<td>43%<\/td>\n<\/tr>\n<tr>\n<td>Capital One Financial Corp.\uff08NYSE:COF\uff09<\/td>\n<td>58%<\/td>\n<td>38%<\/td>\n<td>4%<\/td>\n<td>$107.04<\/td>\n<td>$148.74<\/td>\n<td>39%<\/td>\n<\/tr>\n<tr>\n<td>EnerSys\uff08NYSE:ENS\uff09<\/td>\n<td>67%<\/td>\n<td>33%<\/td>\n<td>0%<\/td>\n<td>$58.28<\/td>\n<td>$88.25<\/td>\n<td>51%<\/td>\n<\/tr>\n<tr>\n<td>MDC Holdings Inc\uff08NYSE:MDC\uff09<\/td>\n<td>25%<\/td>\n<td>62%<\/td>\n<td>13%<\/td>\n<td>$35.40<\/td>\n<td>$48.80<\/td>\n<td>38%<\/td>\n<\/tr>\n<tr>\n<td>Meta Platforms, Inc.\uff08NASDAQ:FB\uff09A\u7c7b\u80a1<\/td>\n<td>73%<\/td>\n<td>23%<\/td>\n<td>4%<\/td>\n<td>$163.27<\/td>\n<td>$274.76<\/td>\n<td>68%<\/td>\n<\/tr>\n<tr>\n<td>\u7f8e\u5149\u79d1\u6280Micron Technology\uff08NASDAQ:MU\uff09<\/td>\n<td>83%<\/td>\n<td>14%<\/td>\n<td>3%<\/td>\n<td>$59.18<\/td>\n<td>$78.71<\/td>\n<td>33%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>\u5982\u4f55\u770b\u5f852022\u5e74\u7684\u7f8e\u56fd\u80a1\u5e02\uff1f<\/h2>\n<p>\u5982\u679c\u4f60\u662f\u957f\u7ebf\u6295\u8d44\uff0c\u6bd4\u5982\u8bf4\u5efa\u7acb\u81ea\u5df1\u7684\u9000\u4f11\u50a8\u5907\u91d1\uff0c\u73b0\u5728\u4ee5\u66f4\u4f4e\u7684\u4ef7\u683c\u4e70\u5165\u7f8e\u56fd\u4ef7\u503c\u80a1\u7edd\u5bf9\u662f\u5408\u7b97\u7684\u3002\u4ece\u5386\u53f2\u4e0a\u6765\u770b\uff0c\u6807\u666e500\u6307\u6570\u7684\u957f\u671f\u5e74\u5747\u6536\u76ca\u7387\u63a5\u8fd110%\uff0c\u8fd9\u5c31\u7b97\u662f\u4e0d\u9519\u7684\u6295\u8d44\u56de\u62a5\u4e86\u3002\u6709\u7684\u6295\u8d44\u8005\uff0c\u751a\u81f3\u662f\u4e00\u4e9b\u8d22\u7ecf\u5a92\u4f53\u603b\u662f\u4e00\u53a2\u60c5\u613f\u5730\u5e0c\u671b\u80a1\u5e02\u80fd\u591f\u4e00\u76f4\u7ef4\u6301\u5355\u8fb9\u4e0a\u6da8\u884c\u60c5\uff0c\u8fd9\u662f\u4e0d\u5207\u5b9e\u9645\u7684\uff0c\u751a\u81f3\u662f\u5371\u9669\u7684\u3002<\/p>\n<p>\u4ee5\u4e0b\u8fc7\u53bb10\u5e74\u6807\u666e500\u6307\u6570\u7684\u5e74\u6536\u76ca\u7387\uff08\u80a1\u606f\u518d\u6295\u8d44\uff09\u3002<\/p>\n<table>\n<tbody>\n<tr>\n<td><strong>\u5e74\u4efd<\/strong><\/td>\n<td><strong>\u6807\u666e500\u6307\u6570\u603b\u6536\u76ca\u7387<\/strong><\/td>\n<\/tr>\n<tr>\n<td>2021<\/td>\n<td>28.7%<\/td>\n<\/tr>\n<tr>\n<td>2020<\/td>\n<td>18.4%<\/td>\n<\/tr>\n<tr>\n<td>2019<\/td>\n<td>31.5%<\/td>\n<\/tr>\n<tr>\n<td>2018<\/td>\n<td>-4.4%<\/td>\n<\/tr>\n<tr>\n<td>2017<\/td>\n<td>21.8%<\/td>\n<\/tr>\n<tr>\n<td>2016<\/td>\n<td>12.0%<\/td>\n<\/tr>\n<tr>\n<td>2015<\/td>\n<td>1.4%<\/td>\n<\/tr>\n<tr>\n<td>2014<\/td>\n<td>13.7%<\/td>\n<\/tr>\n<tr>\n<td>2013<\/td>\n<td>32.4%<\/td>\n<\/tr>\n<tr>\n<td>2012<\/td>\n<td>16.0%<\/td>\n<\/tr>\n<tr>\n<td colspan=\"2\">\u6570\u636e\u6765\u6e90\uff1aFactSet<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>2022\u5e74\u4ee5\u6765\uff0c\u6807\u666e500\u6307\u6570\u5df2\u7ecf\u4e0b\u8dcc20%\uff0c\u521b\u6570\u5341\u5e74\u4ee5\u6765\u7684\u6700\u5dee\u8868\u73b0\u3002\u4e0d\u8fc7\uff0cPrudent Speculato [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":430408,"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":[668,558,1997,522],"class_list":["post-430407","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-668","tag-558","tag-1997","tag-522","sectors-real-estate-zh-hans","sectors-financial-products-zh-hans","sectors-technology-zh-hans","locations-us-zh-hans","exchange-nasdaq-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/430407","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=430407"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/430407\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/430408"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=430407"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=430407"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=430407"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}