{"id":437611,"date":"2022-09-20T23:10:47","date_gmt":"2022-09-21T06:10:47","guid":{"rendered":"https:\/\/nai500.com\/?p=437611"},"modified":"2022-09-20T23:12:14","modified_gmt":"2022-09-21T06:12:14","slug":"%e7%ac%ac%e5%9b%9b-%e5%ad%a3%e5%ba%a6-%e6%9c%80%e5%a5%bd%e7%9a%84-%e9%93%9c%e7%9f%bf-%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2022\/09\/%e7%ac%ac%e5%9b%9b-%e5%ad%a3%e5%ba%a6-%e6%9c%80%e5%a5%bd%e7%9a%84-%e9%93%9c%e7%9f%bf-%e8%82%a1%e7%a5%a8\/","title":{"rendered":"\u5e03\u5c40\u7b2c\u56db\u5b63\u5ea6\uff1a\u6700\u597d\u7684\u94dc\u77ff\u80a1\u7968\u540d\u5355"},"content":{"rendered":"

\u4f5c\u4e3a\u4f7f\u7528\u6700\u5e7f\u6cdb\u7684\u91d1\u5c5e\u4e4b\u4e00\uff0c\u94dc\u884c\u4e1a\u7531\u4ece\u4e8b\u94dc\u7684\u52d8\u63a2\u3001\u5f00\u91c7\u3001\u5f00\u53d1\u548c\u751f\u4ea7\u7684\u516c\u53f8\u7ec4\u6210\u3002\u94dc\u7684\u9700\u6c42\u4e0e\u7ecf\u6d4e\u5468\u671f\u5bc6\u5207\u76f8\u5173\uff0c\u56e0\u4e3a\u5e94\u7528\u8303\u56f4\u5f88\u5e7f\uff0c\u5305\u62ec\u5efa\u7b51\u3001\u7535\u5b50\u3001\u5de5\u4e1a\u673a\u68b0\u3001\u8fd0\u8f93\u3001\u53d1\u7535\u548c\u4f20\u8f93\u3002\u9f99\u5934\u516c\u53f8\u5305\u62ecFreeport-McMoRan Inc.\u3001\u6fb3\u6d32\u7684OZ Minerals Ltd.\u4ee5\u53ca\u4e2d\u56fd\u7684\u7d2b\u91d1\u77ff\u4e1a\u516c\u53f8\u3002<\/p>\n

\u8fc7\u53bb\u4e00\u5e74\uff0c\u4ee5Global X Copper Miners ETF (COPX<\/u><\/a>)\u4e3a\u4ee3\u8868\u7684\u94dc\u77ff\u80a1\u7684\u8868\u73b0\u4e0d\u53ca\u5927\u76d8\u3002COPX\u5728\u622a\u6b629\u670813\u65e5\u7684\u8fc7\u53bb12\u4e2a\u6708\u6295\u8d44\u56de\u62a5\u4e3a-15.5%\uff0c\u7f57\u7d201000\u6307\u6570\u5728\u540c\u4e00\u65f6\u671f\u7684\u56de\u62a5\u7387\u4e3a-10.7%\u3002<\/p>\n

\u4e0b\u9762\u5206\u522b\u662f\u6700\u5177\u4ef7\u503c\u3001\u589e\u957f\u6700\u5feb\u4ee5\u53ca\u8868\u73b0\u6700\u597d\u7684\u94dc\u77ff\u5546\u7684\u80a1\u7968\uff0c\u6295\u8d44\u8005\u53ef\u4ee5\u5728\u7b2c\u56db\u5b63\u5ea6\u91cd\u70b9\u8ffd\u8e2a\u3002<\/p>\n

\u6700\u5177\u4ef7\u503c\u7684\u94dc\u77ff\u80a1<\/b><\/strong><\/h2>\n

\u4ee5\u4e0b\u662f12\u4e2a\u6708\u8ffd\u8e2a\u5e02\u76c8\u7387\uff08P\/E\uff09\u6700\u4f4e\u7684\u94dc\u77ff\u80a1\u7968\u3002\u56e0\u4e3a\u5229\u6da6\u53ef\u4ee5\u901a\u8fc7\u5206\u7ea2\u548c\u56de\u8d2d\u7684\u5f62\u5f0f\u8fd4\u8fd8\u7ed9\u80a1\u4e1c\uff0c\u4f4e\u5e02\u76c8\u7387\u8868\u660e\u4f60\u4e3a\u6bcf\u4e00\u7f8e\u5143\u7684\u5229\u6da6\u6240\u4ed8\u51fa\u7684\u6210\u672c\u8f83\u5c11\u3002<\/p>\n\n\n\n\n\n\n\n
\u6700\u5177\u4ef7\u503c\u7684\u94dc\u77ff\u80a1<\/b><\/strong><\/td>\n<\/tr>\n
<\/td>\n\u80a1\u4ef7\u00a0($)<\/td>\n\u5e02\u503c\u00a0($10\u4ebf)<\/td>\n12\u4e2a\u6708\u8ffd\u8e2a\u5e02\u76c8\u7387<\/td>\n<\/tr>\n
Lundin Mining Corp. (LUN.TO<\/a>)<\/td>\nCA$7.24<\/td>\nCA$5.6<\/td>\n6.0<\/td>\n<\/tr>\n
Ero Copper Corp. (ERO.TO<\/a>)<\/td>\nCA$14.33<\/td>\nCA$1.3<\/td>\n6.4<\/td>\n<\/tr>\n
Capstone Copper Corp. (CS.TO<\/a>)<\/td>\nCA$3.14<\/td>\nCA$2.2<\/td>\n6.7<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u6765\u6e90\uff1a<\/sup>YCharts<\/sup><\/u><\/p>\n

    \n
  • Lundin Mining Corp.:\u00a0<\/strong>Lundin Mining\u662f\u4e00\u5bb6\u52a0\u62ff\u5927\u516c\u53f8\uff0c\u4ece\u4e8b\u94dc\u3001\u950c\u3001\u91d1\u3001\u954d\u548c\u5176\u4ed6\u91d1\u5c5e\u7684\u5f00\u91c7\u548c\u52d8\u63a2\uff0c\u4ee5\u53ca\u5728\u667a\u5229\u3001\u5df4\u897f\u3001\u8461\u8404\u7259\u3001\u745e\u5178\u548c\u7f8e\u56fd\u7684\u77ff\u4ea7\u5f00\u53d1\u3002\u8be5\u516c\u53f8\u80a1\u7968\u8fd8\u5728\u7f8e\u56fd\u7684\u573a\u5916\u5e02\u573a\uff08OTC\uff09\u4ea4\u6613\uff0c\u80a1\u7968\u4ee3\u7801\u4e3aLUNMF\u3002\u8be5\u516c\u53f8\u8868\u793a\uff0c7\u670830\u65e5\u5728\u667a\u5229Minera Ojos del Salado\u8fd0\u8425\u7684Alcaparrosa\u77ff\u9644\u8fd1\u51fa\u73b0\u4e86\u4e00\u4e2a\u5929\u5751\u3002\u622a\u81f3\u8be5\u516c\u53f88\u670818\u65e5\u7684\u6700\u65b0\u62a5\u544a\uff0c\u8be5\u77ff\u7684\u8fd0\u8425\u4ecd\u7136\u6682\u505c\u3002<\/li>\n
  • Ero Copper Corp.:\u00a0<\/strong>Ero Copper\u662f\u4e00\u5bb6\u52a0\u62ff\u5927\u77ff\u4e1a\u516c\u53f8\uff0c\u4e3b\u8981\u5728\u5df4\u897f\u7684\u77ff\u533a\u4ece\u4e8b\u94dc\u3001\u91d1\u548c\u94f6\u7684\u751f\u4ea7\u548c\u9500\u552e\u3002\u8be5\u516c\u53f8\u7684\u80a1\u7968\u4e5f\u5728\u7f8e\u56fd\u7ebd\u7ea6\u8bc1\u5238\u4ea4\u6613\u6240\uff08NYSE\uff09\u4ea4\u6613\uff0c\u80a1\u7968\u4ee3\u7801\u4e3aERO\u3002<\/li>\n
  • Capstone Copper Corp.:\u00a0<\/strong>Capstone Copper\u662f\u4e00\u5bb6\u52a0\u62ff\u5927\u7684\u94dc\u77ff\u516c\u53f8\uff0c\u4e3b\u8981\u5728\u7f8e\u56fd\u3001\u58a8\u897f\u54e5\u548c\u667a\u5229\u5f00\u5c55\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u80a1\u7968\u4e5f\u5728\u7f8e\u56fd\u573a\u5916\u5e02\u573a\u8fdb\u884c\u4ea4\u6613\uff0c\u80a1\u7968\u4ee3\u7801\u4e3aCSCCF\u30028\u670825\u65e5\uff0cCapstone\u5ba3\u5e03\u5176\u5728\u667a\u5229\u7684Mantos Blancos\u548cMantoverde\u4e1a\u52a1\u5df2\u627f\u8bfa\u52a0\u5165\u4e00\u4e2a\u4fc3\u8fdb\u8d1f\u8d23\u4efb\u7684\u751f\u4ea7\u5b9e\u8df5\u548c\u53ef\u6301\u7eed\u53d1\u5c55\u7684\u8054\u5408\u56fd\u6846\u67b6Copper Mark\uff0c\u8fd9\u4e00\u6846\u67b6\u76ee\u524d\u6db5\u76d6\u4e86\u5168\u740310\u5927\u94dc\u751f\u4ea7\u5546\u4e2d\u76846\u5bb6\u3002<\/li>\n<\/ul>\n

    \u589e\u957f\u6700\u5feb\u7684\u94dc\u77ff\u80a1<\/b><\/strong><\/h2>\n

    \u4ee5\u4e0b\u662f\u6839\u636e\u4e00\u4e2a\u589e\u957f\u6a21\u578b\u9009\u51fa\u7684\u9876\u7ea7\u94dc\u77ff\u80a1\uff0c\u8be5\u6a21\u578b\u6839\u636e\u516c\u53f8\u6700\u8fd1\u4e00\u4e2a\u5b63\u5ea6\u7684\u767e\u5206\u6bd4\u6536\u5165\u540c\u6bd4\u589e\u957f\u548c\u6700\u8fd1\u4e00\u4e2a\u5b63\u5ea6\u7684\u5e74\u540c\u6bd4\u6bcf\u80a1\u6536\u76ca\uff08EPS\uff09\u589e\u957f\uff0c\u4ee550\/50\u7684\u6743\u91cd\u8fdb\u884c\u8bc4\u5206\u3002\u9500\u552e\u548c\u76c8\u5229\u90fd\u662f\u516c\u53f8\u6210\u529f\u7684\u5173\u952e\u56e0\u7d20\u3002\u56e0\u6b64\uff0c\u53ea\u7528\u4e00\u4e2a\u589e\u957f\u6307\u6807\u5bf9\u516c\u53f8\u8fdb\u884c\u6392\u540d\uff0c\u4f7f\u6392\u540d\u5bb9\u6613\u53d7\u5230\u8be5\u5b63\u5ea6\u7684\u4f1a\u8ba1\u5f02\u5e38\u60c5\u51b5\uff08\u5982\u7a0e\u6cd5\u7684\u53d8\u5316\u6216\u91cd\u7ec4\u6210\u672c\uff09\u7684\u5f71\u54cd\uff0c\u53ef\u80fd\u4f7f\u4e00\u4e2a\u6216\u53e6\u4e00\u4e2a\u6570\u5b57\u4e0d\u80fd\u4ee3\u8868\u4f01\u4e1a\u7684\u603b\u4f53\u60c5\u51b5\u3002\u5b63\u5ea6EPS\u6216\u6536\u5165\u589e\u957f\u8d85\u8fc72500%\u7684\u516c\u53f8\u88ab\u4f5c\u4e3a\u5f02\u5e38\u503c\u6392\u9664\u5728\u5916\u3002<\/p>\n\n\n\n\n\n\n\n
    \u589e\u957f\u6700\u5feb\u7684\u94dc\u77ff\u80a1<\/b><\/strong><\/td>\n<\/tr>\n
    <\/td>\n\u80a1\u4ef7\u00a0($)<\/td>\n\u5e02\u503c\u00a0($10\u4ebf)<\/td>\nEPS\u589e\u957f\u00a0(%)<\/td>\n\u6536\u5165\u589e\u957f\u00a0(%)<\/td>\n<\/tr>\n
    First Quantum Minerals Ltd. (FM.TO)<\/td>\nCA$23.49<\/td>\nCA$16.3<\/td>\n211.5<\/td>\n11.0<\/td>\n<\/tr>\n
    Capstone Copper Corp. (CS.TO)<\/td>\nCA$3.14<\/td>\nCA$2.2<\/td>\n-4.8<\/td>\n76.9<\/td>\n<\/tr>\n
    Turquoise Hill Resources Ltd. (TRQ<\/a>)<\/td>\n30.96<\/td>\n6.2<\/td>\n-19.6<\/td>\n21.9<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    \u6765\u6e90\uff1a<\/sup>YCharts<\/sup><\/u><\/p>\n

      \n
    • First Quantum Minerals Ltd.:\u00a0<\/strong>\u7b2c\u4e00\u91cf\u5b50\u77ff\u4e1a\u516c\u53f8\u662f\u4e00\u5bb6\u52a0\u62ff\u5927\u7684\u77ff\u4e1a\u516c\u53f8\uff0c\u52d8\u63a2\u548c\u751f\u4ea7\u94dc\u3001\u954d\u3001\u91d1\u3001\u94f6\u548c\u950c\uff0c\u5728\u571f\u8033\u5176\u3001\u897f\u73ed\u7259\u3001\u82ac\u5170\u548c\u8d5e\u6bd4\u4e9a\u7b49\u56fd\u7ecf\u8425\u77ff\u573a\u3002\u8be5\u516c\u53f8\u80a1\u7968\u8fd8\u5728\u7f8e\u56fd\u573a\u5916\u5e02\u573a\u4ea4\u6613\uff0c\u80a1\u7968\u4ee3\u7801\u4e3aFQVLF\u3002\u8be5\u516c\u53f87\u670826\u65e5\u62a5\u544a\u4e862022\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7684\u6536\u76ca\u7ed3\u679c\uff0c\u7531\u4e8e\u6536\u5165\u589e\u52a0\uff0c\u5f52\u5c5e\u4e8e\u516c\u53f8\u80a1\u4e1c\u7684\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f\u4e86\u7ea6\u4e09\u500d\u3002\u7ba1\u7406\u5c42\u8868\u793a\uff0c\u5c3d\u7ba1\u9ad8\u901a\u80c0\u548c\u5168\u7403\u7ecf\u6d4e\u653e\u7f13\u5bf9\u4e1a\u7ee9\u4ea7\u751f\u4e86\u8d1f\u9762\u5f71\u54cd\uff0c\u4f46COVID-19\u76f8\u5173\u7684\u9632\u63a7\u63aa\u65bd\u5df2\u57fa\u672c\u89e3\u9664\u3002<\/li>\n
    • Capstone Copper Corp.:\u00a0<\/strong>\u89c1\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7ecd\u3002<\/li>\n
    • Turquoise Hill Resources Ltd.:\u00a0<\/strong>Turquoise Hill Resources\u662f\u4e00\u5bb6\u52a0\u62ff\u5927\u7684\u77ff\u4e1a\u516c\u53f8\uff0c\u5728\u4e9a\u6d32\u548c\u6fb3\u5927\u5229\u4e9a\u4ece\u4e8b\u77ff\u7269\u548c\u91d1\u5c5e\u77ff\u533a\u7684\u52d8\u63a2\u548c\u5f00\u53d1\uff0c\u4e3b\u8981\u9879\u76ee\u533a\u662f\u4f4d\u4e8e\u8499\u53e4\u5357\u90e8\u7684Oyu Tolgoi\u94dc\u91d1\u77ff\u30028\u67084\u65e5\uff0c\u8be5\u516c\u53f8\u516c\u5e03\u4e862022\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\uff0c\u6536\u5165\u589e\u957f\u7684\u540c\u65f6\u6536\u76ca\u540c\u6bd4\u4e0b\u964d\u4e8627%\u3002\u94dc\u548c\u94f6\u7684\u6536\u5165\u540c\u6bd4\u589e\u957f\uff0c\u800c\u9ec4\u91d1\u6536\u5165\u589e\u957f\u57fa\u672c\u6301\u5e73\u3002<\/li>\n<\/ul>\n

      \u8868\u73b0\u6700\u597d\u7684\u94dc\u77ff\u80a1<\/b><\/strong><\/h2>\n

      \u4ee5\u4e0b\u662f\u5728\u8fc7\u53bb12\u4e2a\u6708\u4e2d\u603b\u56de\u62a5\u7387\u6700\u9ad8\u7684\u94dc\u77ff\u7968\u3002<\/p>\n\n\n\n\n\n\n\n\n\n
      \u8868\u73b0\u6700\u597d\u7684\u94dc\u77ff\u80a1<\/b><\/strong><\/td>\n<\/tr>\n
      <\/td>\n\u80a1\u4ef7\u00a0($)<\/td>\n\u5e02\u503c\u00a0($10\u4ebf)<\/td>\n12\u4e2a\u6708\u8ffd\u8e2a\u56de\u62a5\u7387\u00a0(%)<\/td>\n<\/tr>\n
      Turquoise Hill Resources Ltd. (TRQ)<\/td>\n30.96<\/td>\n6.2<\/td>\n103.7<\/td>\n<\/tr>\n
      First Quantum Minerals Ltd. (FM.TO)<\/td>\nCA$23.49<\/td>\nCA$16.3<\/td>\n-1.8<\/td>\n<\/tr>\n
      Freeport-McMoRan Inc. (FCX)<\/td>\n31.05<\/td>\n44.4<\/td>\n-10.7<\/td>\n<\/tr>\n
      Russell 1000<\/td>\nN\/A<\/td>\nN\/A<\/td>\n-10.7<\/td>\n<\/tr>\n
      Global X Copper Miners ETF (COPX)<\/td>\nN\/A<\/td>\nN\/A<\/td>\n-15.5<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      \u6765\u6e90\uff1a<\/sup>YCharts<\/sup><\/u><\/p>\n

        \n
      • Turquoise Hill Resources Ltd.:<\/strong>\u89c1\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7ecd\u3002<\/li>\n
      • First Quantum Minerals Ltd.:\u00a0<\/strong>\u89c1\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7ecd\u3002<\/li>\n
      • Freeport-McMoRan Inc.:\u00a0<\/strong>Freeport-McMoRan\u4ece\u4e8b\u91d1\u5c5e\u94dc\u3001\u9ec4\u91d1\u548c\u94bc\u7684\u5f00\u91c7\uff0c\u5728\u5317\u7f8e\u548c\u5357\u7f8e\u4ee5\u53ca\u5370\u5ea6\u5c3c\u897f\u4e9a\u90fd\u6709\u91c7\u77ff\u4e1a\u52a1\u3002<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

        \u4f5c\u4e3a\u4f7f\u7528\u6700\u5e7f\u6cdb\u7684\u91d1\u5c5e\u4e4b\u4e00\uff0c\u94dc\u884c\u4e1a\u7531\u4ece\u4e8b\u94dc\u7684\u52d8\u63a2\u3001\u5f00\u91c7\u3001\u5f00\u53d1\u548c\u751f\u4ea7\u7684\u516c\u53f8\u7ec4\u6210\u3002\u94dc\u7684\u9700\u6c42\u4e0e\u7ecf\u6d4e\u5468\u671f\u5bc6\u5207\u76f8\u5173\uff0c\u56e0\u4e3a\u5e94 […]<\/p>\n","protected":false},"author":31,"featured_media":370635,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[427,1521],"tags":[660,893,741],"class_list":["post-437611","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hans","category-1521","tag-660","tag-893","tag-741","sectors-base-metals-sch","sectors-mining-zh-hans","locations-canada-zh-hans","locations-619","exchange-nyse-zh-hans","exchange-tsx-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/437611","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\/31"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=437611"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/437611\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/370635"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=437611"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=437611"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=437611"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}