{"id":454243,"date":"2023-03-09T23:39:32","date_gmt":"2023-03-10T07:39:32","guid":{"rendered":"https:\/\/nai500.com\/?p=454243"},"modified":"2023-03-10T00:09:25","modified_gmt":"2023-03-10T08:09:25","slug":"2023%e5%b9%b4-3%e6%9c%88-%e9%a1%b6%e7%ba%a7-%e6%88%90%e9%95%bf%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2023\/03\/2023%e5%b9%b4-3%e6%9c%88-%e9%a1%b6%e7%ba%a7-%e6%88%90%e9%95%bf%e8%82%a1\/","title":{"rendered":"\u9009\u80a1\u6c60\uff1a2023\u5e743\u6708\u7f8e\u80a1\u9876\u7ea7\u6210\u957f\u80a1\u540d\u5355"},"content":{"rendered":"<p>\u622a\u6b62\u672c\u6708\u8868\u73b0\u6700\u597d\u7684\u6210\u957f\u80a1\u7968\u5305\u62ec<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=GFS\">GlobalFoundries Inc.<\/a>\u3001\u6c7d\u8f66\u914d\u4ef6\u516c\u53f8<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=APTV\">Aptiv PLC<\/a>\u548c\u53ef\u6301\u7eed\u5305\u88c5\u4f9b\u5e94\u5546<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=AMBP\">Ardagh Metal Packaging S.A.<\/a>\uff0c\u5373\u4f7f\u4e16\u754c\u5404\u5730\u592e\u884c\u964d\u4f4e\u901a\u80c0\u7684\u4e3e\u63aa\u589e\u52a0\u4e86\u5168\u7403\u8870\u9000\u98ce\u9669\uff0c\u8fd9\u4e9b\u80a1\u7968\u7684\u5229\u6da6\u548c\u6536\u5165\u589e\u957f\u4e5f\u5927\u5e45\u9886\u5148\u4e8e\u540c\u884c\u3002<\/p>\n<p>\u8fc7\u53bb\u4e00\u5e74\uff0c\u4ee3\u8868\u6210\u957f\u80a1\u7968\u7684\u7f57\u7d201000 Growth Index\u7684\u8868\u73b0\u4e0d\u53ca\u5927\u76d8\u3002\u622a\u81f32023\u5e742\u670828\u65e5\uff0c\u7f57\u7d201000\u6210\u957f\u80a1\u6307\u6570\u5728\u8fc7\u53bb12\u4e2a\u6708\u7684\u603b\u56de\u62a5\u4e3a-7%\uff0c\u7f57\u7d201000\u6307\u6570\u540c\u671f\u7684\u603b\u56de\u62a5\u4e3a-5%\u3002\u8fc7\u53bb\u51e0\u4e2a\u6708\uff0c\u6210\u957f\u80a1\u7684\u8868\u73b0\u7ee7\u7eed\u53d7\u5230\u5229\u7387\u4e0a\u5347\u3001\u901a\u8d27\u81a8\u80c0\u548c\u4f9b\u5e94\u94fe\u4e2d\u65ad\u7b49\u56e0\u7d20\u7684\u5f71\u54cd\u3002<\/p>\n<p>\u5c3d\u7ba1\u5982\u6b64\uff0c\u4e0b\u9762\u8fd9\u4e9b\u6bcf\u80a1\u6536\u76ca\uff08EPS\uff09\u589e\u957f\u6700\u5feb\u3001\u9500\u552e\u989d\u589e\u957f\u6700\u5feb\uff0c\u4ee5\u53ca\u6309\u7167EPS\u548c\u9500\u552e\u989d\u589e\u957f\u4e4b\u548c50\/50\u6743\u91cd\u6392\u540d\u7684\u6210\u957f\u578b\u80a1\u7968\uff0c\u6295\u8d44\u8005\u4ecd\u7136\u53ef\u4ee5\u57283\u6708\u4efd\u91cd\u70b9\u5173\u6ce8\u3002<\/p>\n<h2><strong><b>\u6309EPS\u589e\u957f\u6392\u540d\u6700\u597d\u7684\u6210\u957f\u80a1<\/b><\/strong><\/h2>\n<p>\u4ee5\u4e0b\u662f\u6700\u8fd1\u4e00\u4e2a\u5b63\u5ea6\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\uff08YOY\uff09\u589e\u957f\u6700\u9ad8\u7684\u80a1\u7968\u3002\u76c8\u5229\u4e0a\u5347\u8868\u660e\u516c\u53f8\u7684\u4e1a\u52a1\u6b63\u5728\u589e\u957f\uff0c\u5e76\u4ea7\u751f\u4e86\u66f4\u591a\u7684\u8d44\u91d1\uff0c\u53ef\u4ee5\u518d\u6295\u8d44\u6216\u56de\u62a5\u7ed9\u80a1\u4e1c\u3002\u5b63\u5ea6EPS\u8d85\u8fc72500%\u7684\u516c\u53f8\u4f5c\u4e3a\u5f02\u5e38\u503c\u88ab\u6392\u9664\u5728\u5916\u3002<\/p>\n<table>\n<tbody>\n<tr>\n<td colspan=\"4\"><strong><b>\u6309EPS\u589e\u957f\u6392\u540d\u6700\u597d\u7684\u6210\u957f\u80a1<\/b><\/strong><\/td>\n<\/tr>\n<tr>\n<td><strong><b>\u00a0<\/b><\/strong><\/td>\n<td><strong><b>\u80a1\u4ef7<\/b><\/strong><strong><b>\u00a0($)<\/b><\/strong><\/td>\n<td><strong><b>\u5e02\u503c<\/b><\/strong><strong><b>\u00a0($<\/b><\/strong><strong><b>10\u4ebf<\/b><\/strong><strong><b>)<\/b><\/strong><\/td>\n<td><strong><b>EPS<\/b><\/strong><strong><b>\u589e\u957f<\/b><\/strong><strong><b>\u00a0(%)<\/b><\/strong><\/td>\n<\/tr>\n<tr>\n<td>GlobalFoundries Inc. (GFS)<\/td>\n<td>65.34<\/td>\n<td>35.6<\/td>\n<td>1,413<\/td>\n<\/tr>\n<tr>\n<td>Aptiv PLC (APTV)<\/td>\n<td>116.28<\/td>\n<td>31.5<\/td>\n<td>1,333<\/td>\n<\/tr>\n<tr>\n<td>Ardagh Metal Packaging S.A. (AMBP)<\/td>\n<td>4.82<\/td>\n<td>2.9<\/td>\n<td>1,167<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><sup>\u6765\u6e90\uff1a<\/sup><u><sup>YCharts<\/sup><\/u><\/p>\n<ul>\n<li><strong>GlobalFoundries Inc.:\u00a0<\/strong>GlobalFoundries\u751f\u4ea7\u534a\u5bfc\u4f53\uff0c\u751f\u4ea7\u8bbe\u65bd\u904d\u5e03\u4e09\u5927\u6d32\u30022022\u5e74\uff0c\u8be5\u516c\u53f8\u62a5\u544a\u4e86\u521b\u7eaa\u5f55\u7684\u6bdb\u5229\u7387\u548c\u51c0\u6536\u5165\u3002GlobalFoundries\u8fd1\u671f\u5ba3\u5e03\u4e0e\u901a\u7528\u6c7d\u8f66\u516c\u53f8\u8fbe\u6210\u534f\u8bae\uff0c\u652f\u6301\u8be5\u6c7d\u8f66\u5236\u9020\u5546\u51cf\u5c11\u5176\u8f66\u8f86\u4e2d\u72ec\u7279\u82af\u7247\u6570\u91cf\u7684\u8ba1\u5212\u3002<\/li>\n<li><strong>Aptiv PLC:\u00a0<\/strong>Aptiv\u8bbe\u8ba1\u548c\u751f\u4ea7\u6c7d\u8f66\u96f6\u90e8\u4ef6\uff0c\u572848\u4e2a\u56fd\u5bb6\u62e5\u6709131\u5bb6\u5236\u9020\u5382\uff0c\u91cd\u70b9\u5173\u6ce8\u6c7d\u8f66\u96f6\u90e8\u4ef6\u7684\u8fde\u63a5\u6027\u3001\u5b89\u5168\u6027\u548c\u73af\u5883\u53ef\u6301\u7eed\u6027\u3002<\/li>\n<li><strong>Ardagh Metal Packaging S.A.:\u00a0<\/strong>\u603b\u90e8\u8bbe\u5728\u5362\u68ee\u5821\u7684Ardagh Metal Packaging\u4e3a\u5ba2\u6237\u63d0\u4f9b\u53ef\u6301\u7eed\u7684\u5305\u88c5\u89e3\u51b3\u65b9\u6848\uff0c\u5305\u62ec\u7528\u4e8e\u996e\u6599\u7684\u201c\u65e0\u9650\u5faa\u73af\u201d\u91d1\u5c5e\u7f50\u3002\u8be5\u516c\u53f8\u62e5\u670947\u4ebf\u7f8e\u5143\u7684\u5168\u7403\u9500\u552e\u989d\uff0c\u5728\u4e5d\u4e2a\u56fd\u5bb6\u62e5\u670924\u4e2a\u751f\u4ea7\u8bbe\u65bd\u548c\u5236\u9020\u5de5\u5382\u3002<\/li>\n<\/ul>\n<h2><strong><b>\u6309\u9500\u552e\u989d\u589e\u957f\u6392\u540d\u6700\u597d\u7684\u6210\u957f\u80a1<\/b><\/strong><\/h2>\n<p>\u4ee5\u4e0b\u662f\u6700\u8fd1\u4e00\u4e2a\u5b63\u5ea6\u7684\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f\u6700\u9ad8\u7684\u6210\u957f\u578b\u80a1\u7968\u3002\u9500\u552e\u989d\u7684\u4e0a\u5347\u53ef\u4ee5\u5e2e\u52a9\u6295\u8d44\u8005\u8bc6\u522b\u90a3\u4e9b\u80fd\u591f\u901a\u8fc7\u6709\u673a\u7684\u6216\u65b0\u7684\u65b9\u5f0f\u589e\u957f\u6536\u5165\u7684\u516c\u53f8\uff0c\u5e76\u627e\u5230\u90a3\u4e9b\u5c1a\u672a\u8fbe\u5230\u76c8\u5229\u7684\u6210\u957f\u578b\u516c\u53f8\u3002\u6b64\u5916\uff0cEPS\u53ef\u80fd\u4f1a\u53d7\u5230\u4f1a\u8ba1\u56e0\u7d20\u7684\u663e\u7740\u5f71\u54cd\uff0c\u53ef\u80fd\u65e0\u6cd5\u53cd\u6620\u4f01\u4e1a\u7684\u6574\u4f53\u5b9e\u529b\u3002\u4e0d\u8fc7\uff0c\u9500\u552e\u989d\u589e\u957f\u4e5f\u53ef\u80fd\u5bf9\u4f01\u4e1a\u7684\u5b9e\u529b\u4ea7\u751f\u6f5c\u5728\u7684\u8bef\u5bfc\uff0c\u56e0\u4e3a\u5982\u679c\u516c\u53f8\u6ca1\u6709\u8fbe\u5230\u76c8\u5229\u7684\u8ba1\u5212\uff0c\u4e8f\u635f\u4f01\u4e1a\u7684\u9500\u552e\u589e\u957f\u53ef\u80fd\u662f\u6709\u5bb3\u7684\u3002\u8fd9\u91cc\u5b63\u5ea6\u6536\u5165\u589e\u957f\u8d85\u8fc72500%\u7684\u516c\u53f8\u88ab\u4f5c\u4e3a\u5f02\u5e38\u503c\u6392\u9664\u3002<\/p>\n<table>\n<tbody>\n<tr>\n<td colspan=\"4\"><strong><b>\u6309\u9500\u552e\u989d\u589e\u957f\u6392\u540d\u6700\u597d\u6210\u957f\u80a1<\/b><\/strong><\/td>\n<\/tr>\n<tr>\n<td><strong><b>\u00a0<\/b><\/strong><\/td>\n<td><strong><b>\u80a1\u4ef7<\/b><\/strong><strong><b>\u00a0($)<\/b><\/strong><\/td>\n<td><strong><b>\u5e02\u503c<\/b><\/strong><strong><b>\u00a0($<\/b><\/strong><strong><b>10\u4ebf<\/b><\/strong><strong><b>)\u00a0<\/b><\/strong><\/td>\n<td><strong><b>\u6536\u5165\u589e\u957f<\/b><\/strong><strong><b>\u00a0(%)\u00a0<\/b><\/strong><\/td>\n<\/tr>\n<tr>\n<td>Novavax Inc. (NVAX)<\/td>\n<td>9.26<\/td>\n<td>0.7<\/td>\n<td>1,333<\/td>\n<\/tr>\n<tr>\n<td>Norwegian Cruise Line Holdings Ltd. (NCLH)<\/td>\n<td>14.82<\/td>\n<td>6.2<\/td>\n<td>955<\/td>\n<\/tr>\n<tr>\n<td>Lucid Group Inc. (LCID)<\/td>\n<td>9.13<\/td>\n<td>16.7<\/td>\n<td>876<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><sup>\u6765\u6e90\uff1a<\/sup><u><sup>YCharts<\/sup><\/u><\/p>\n<ul>\n<li><strong>Novavax Inc.:<\/strong>Novavax\u662f\u4e00\u5bb6\u751f\u7269\u6280\u672f\u516c\u53f8\uff0c\u5f00\u53d1\u548c\u63d0\u4f9b\u9488\u5bf9\u591a\u79cd\u4f20\u67d3\u75c5\u7684\u75ab\u82d7\uff0c\u62e5\u6709\u8d85\u8fc734\u5e74\u7684\u7ecf\u9a8c\uff0c\u6bcf\u5e74\u63d0\u4f9b20\u4ebf\u5242\u75ab\u82d7\u3002\u8be5\u516c\u53f8\u62a5\u544a\u79f0\uff0c\u622a\u81f32022\u5e74\u5e95\uff0c\u5df2\u7ecf\u63d0\u4f9b\u4e86\u8d85\u8fc71\u4ebf\u5242COVID-19\u75ab\u82d7\u3002<\/li>\n<li><strong>Norwegian Cruise Line Holdings Ltd.:\u00a0<\/strong>Norwegian Cruise Line Holdings\u7ecf\u8425\u4e09\u4e2a\u54c1\u724c\u7684\u90ae\u8f6e\uff0c\u5206\u522b\u662fNorwegian Cruise Lines\u3001Oceania Cruises\u548cRegent Seven Seas Cruises\u3002\u4e0e\u5176\u4ed6\u90ae\u8f6e\u548c\u65c5\u6e38\u793e\u4e00\u6837\uff0c\u8be5\u516c\u53f8\u56e0COVID-19\u800c\u88ab\u8feb\u505c\u6b62\u8fd0\u8425\u4e00\u5e74\u591a\uff0c\u4f46\u5728\u8fdb\u51652023\u5e74\u65f6\uff0c\u90ae\u8f6e\u9884\u8ba2\u60c5\u51b5\u975e\u5e38\u597d\uff0c\u9884\u8ba1\u7b2c\u4e00\u5b63\u5ea6\u7684\u9884\u8ba2\u7387\u63a5\u8fd1100%\u3002<\/li>\n<li><strong>Lucid Group Inc.:\u00a0<\/strong>Lucid Group\u8bbe\u8ba1\u548c\u5236\u9020\u8c6a\u534e\u7535\u52a8\u6c7d\u8f66\uff08EV\uff09\u30022022\u5e74\uff0c\u8be5\u516c\u53f8\u5b9e\u73b0\u4e86\u521b\u7eaa\u5f55\u7684\u751f\u4ea7\u6c34\u5e73\uff0c\u5e76\u5728\u6b27\u6d32\u548c\u6c99\u7279\u963f\u62c9\u4f2f\u4ea4\u4ed8\u4e86\u7b2c\u4e00\u6279\u8f66\u8f86\u3002<\/li>\n<\/ul>\n<h2><strong><b>\u6309EPS\u548c\u9500\u552e\u989d\u589e\u957f\u7efc\u5408\u6392\u540d\u6700\u597d\u7684\u6210\u957f\u80a1<\/b><\/strong><\/h2>\n<p>\u4ee5\u4e0b\u662f\u6839\u636e\u4e00\u4e2a\u589e\u957f\u6a21\u578b\u9009\u51fa\u7684\u6700\u597d\u7684\u6210\u957f\u578b\u80a1\u7968\uff0c\u8be5\u6a21\u578b\u5c06\u6210\u957f\u578b\u4f01\u4e1a\u7684\u6bcf\u80a1\u6536\u76ca(EPS)\u548c\u9500\u552e\u989d\u6309\u716750\/50\u7684\u6743\u91cd\u5c31\u884c\u8bc4\u5206\u3002\u9500\u552e\u989d\u548c\u6536\u76ca\u90fd\u662f\u4e00\u5bb6\u516c\u53f8\u6210\u529f\u7684\u5173\u952e\u56e0\u7d20\u3002\u6b64\u5916\uff0c\u53ea\u6309\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\u53d8\u5316\u6216\u91cd\u7ec4\u6210\u672c\uff09\u7684\u5f71\u54cd\uff0c\u8fd9\u4e9b\u5f02\u5e38\u60c5\u51b5\u53ef\u80fd\u4f7f\u4e00\u9879\u6216\u53e6\u4e00\u9879\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\u3002<\/p>\n<table>\n<tbody>\n<tr>\n<td colspan=\"5\"><strong><b>\u6309EPS\u548c\u9500\u552e\u989d\u589e\u957f\u7efc\u5408\u6392\u540d\u6700\u597d\u7684\u6210\u957f\u80a1<\/b><\/strong><\/td>\n<\/tr>\n<tr>\n<td><strong><b>\u00a0<\/b><\/strong><\/td>\n<td><strong><b>\u80a1\u4ef7<\/b><\/strong><strong><b>\u00a0($)<\/b><\/strong><\/td>\n<td><strong><b>\u5e02\u503c<\/b><\/strong><strong><b>\u00a0($<\/b><\/strong><strong><b>10\u4ebf<\/b><\/strong><strong><b>)\u00a0<\/b><\/strong><\/td>\n<td><strong><b>\u6536\u5165\u589e\u957f<\/b><\/strong><strong><b>\u00a0(%)\u00a0<\/b><\/strong><\/td>\n<td><strong><b>EPS<\/b><\/strong><strong><b>\u589e\u957f<\/b><\/strong><strong><b>\u00a0(%)<\/b><\/strong><\/td>\n<\/tr>\n<tr>\n<td>GlobalFoundries Inc. (GFS)<\/td>\n<td>65.34<\/td>\n<td>35.6<\/td>\n<td>1,413%<\/td>\n<td>14<\/td>\n<\/tr>\n<tr>\n<td>Aptiv PLC (APTV)<\/td>\n<td>116.28<\/td>\n<td>31.5<\/td>\n<td>1,333<\/td>\n<td>12<\/td>\n<\/tr>\n<tr>\n<td>Ardagh Metal Packaging S.A. (AMBP)<\/td>\n<td>4.82<\/td>\n<td>2.9<\/td>\n<td>1,167<\/td>\n<td>-1<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><sup>\u6765\u6e90\uff1a<\/sup><u><sup>YCharts<\/sup><\/u><\/p>\n<ul>\n<li><strong>GlobalFoundries Inc.:\u00a0<\/strong>\u89c1\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7ecd\u3002<\/li>\n<li><strong>Aptiv PLC:\u00a0<\/strong>\u89c1\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7ecd\u3002<\/li>\n<li><strong>Ardagh Metal Packaging S.A.:\u00a0<\/strong>\u89c1\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7ecd\u3002<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>\u622a\u6b62\u672c\u6708\u8868\u73b0\u6700\u597d\u7684\u6210\u957f\u80a1\u7968\u5305\u62ecGlobalFoundries Inc.\u3001\u6c7d\u8f66\u914d\u4ef6\u516c\u53f8Aptiv PLC\u548c\u53ef\u6301\u7eed [&hellip;]<\/p>\n","protected":false},"author":31,"featured_media":444314,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521],"tags":[455,2155,668,733],"class_list":["post-454243","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","tag-455","tag-2155","tag-668","tag-733","sectors-1602","sectors-life-science-zh-hans","sectors-oil-gas-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\/454243","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=454243"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/454243\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/444314"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=454243"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=454243"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=454243"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}