{"id":454578,"date":"2023-03-13T23:19:44","date_gmt":"2023-03-14T06:19:44","guid":{"rendered":"https:\/\/nai500.com\/?p=454578"},"modified":"2023-03-13T23:21:55","modified_gmt":"2023-03-14T06:21:55","slug":"2023%e5%b9%b4-3%e6%9c%88-%e8%83%bd%e6%ba%90-%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2023\/03\/2023%e5%b9%b4-3%e6%9c%88-%e8%83%bd%e6%ba%90-%e8%82%a1%e7%a5%a8\/","title":{"rendered":"\u9009\u80a1\u6c60\uff1a2023\u5e743\u6708\u9876\u7ea7\u7684\u80fd\u6e90\u80a1\u7968\u540d\u5355"},"content":{"rendered":"

\u622a\u6b622023\u5e742\u670823\u65e5\uff0c\u8fc7\u53bb12\u4e2a\u6708\u8868\u73b0\u6700\u597d\u7684\u80fd\u6e90\u80a1\u5305\u62ec\u963f\u6839\u5ef7\u80fd\u6e90\u516c\u53f8YPF SA<\/a>\u3001\u77f3\u6cb9\u7cbe\u70bc\u5546PBF Energy Inc.<\/a>\u548c\u5fb7\u514b\u8428\u65af\u5dde\u6db2\u5316\u5929\u7136\u6c14\u8fd0\u8f93\u516c\u53f8GasLog Partners LP<\/a>\u3002\u867d\u7136\u6cb9\u4ef7\u4ece2022\u5e74\u4e0a\u534a\u5e74\u7684\u6bcf\u6876120\u7f8e\u5143\u4ee5\u4e0a\u8dcc\u81f32023\u5e74\u524d\u51e0\u4e2a\u6708\u7684\u6bcf\u687680\u7f8e\u5143\u4e0b\u65b9\uff0c\u8fd9\u51e0\u53ea\u80a1\u7968\u4ef7\u683c\u5728\u8fc7\u53bb\u4e00\u5e74\u4e2d\u4ecd\u4e0a\u6da8\u4e86100%\u4ee5\u4e0a\u3002<\/p>\n

\u4e0e\u6b64\u540c\u65f6\uff0c\u4ee3\u8868\u80fd\u6e90\u80a1\u7968\u7684Energy Select Sector SPDR ETF (XLE<\/u><\/a>)\u8868\u73b0\u4ecd\u5927\u5e45\u8d85\u8fc7\u4e86\u5927\u76d8\u3002XLE\u5728\u8fc7\u53bb12\u4e2a\u6708\u7684\u603b\u56de\u62a5\u7387\u4e3a23.3%\uff0c\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u7f57\u7d201000 ETF\u6307\u6570\u5728\u540c\u4e00\u65f6\u95f4\u5185\u5219\u4e0b\u8dcc\u4e865.1%\u3002\u4e0b\u9762\u662f\u8fc7\u53bb12\u4e2a\u6708\u4ef7\u503c\u6700\u9ad8\u3001\u589e\u957f\u6700\u5feb\u4ee5\u53ca\u4e0a\u6da8\u52bf\u5934\u6700\u5f3a\u7684\u80fd\u6e90\u80a1\u7968\uff0c\u6295\u8d44\u8005\u53ef\u4ee5\u57283\u6708\u4efd\u7ee7\u7eed\u5173\u6ce8\u3002<\/p>\n

\u6700\u5177\u4ef7\u503c\u7684\u80fd\u6e90\u80a1<\/b><\/strong><\/h2>\n

\u4ee5\u4e0b\u662f12\u4e2a\u6708\u8ffd\u8e2a\u5e02\u76c8\u7387\uff08P\/E\uff09\u6700\u4f4e\u7684\u80fd\u6e90\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\u6295\u8d44\u8005\u4e3a\u6bcf\u4e00\u7f8e\u5143\u7684\u5229\u6da6\u4ed8\u51fa\u7684\u6210\u672c\u8f83\u5c11\u3002<\/p>\n\n\n\n\n\n\n\n
\u6700\u5177\u4ef7\u503c\u7684\u80fd\u6e90\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
Vital Energy Inc.(VTLE)<\/td>\n50.80<\/td>\n0.9<\/td>\n1.2<\/td>\n<\/tr>\n
Callon Petroleum Co. (CPE)<\/td>\n37.32<\/td>\n2.3<\/td>\n1.9<\/td>\n<\/tr>\n
PBF Energy Inc. (PBF)<\/td>\n43.87<\/td>\n5.7<\/td>\n1.9<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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

    \n
  • Vital Energy Inc.<\/strong>:Vital Energy\u662f\u4e00\u5bb6\u4e13\u6ce8\u4e8e\u897f\u5fb7\u514b\u8428\u65af\u5dde\u4e8c\u53e0\u7eaa\u76c6\u5730\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u52d8\u63a2\u548c\u5f00\u53d1\u516c\u53f8\uff0c\u524d\u8eab\u4e3aLaredo Petroleum Inc.\uff0c2023\u5e741\u6708\u66f4\u540d\u4e3aVital Energy\u3002\u8be5\u516c\u53f8\u57282022\u5e74\u7b2c\u56db\u5b63\u5ea6\u548c\u5168\u5e74\u62a5\u544a\u4e86\u521b\u7eaa\u5f55\u7684\u5b63\u5ea6\u548c\u5e74\u5ea6\u51c0\u6536\u5165\u3002<\/li>\n
  • Callon Petroleum Co.<\/strong>:Callon Petroleum\u662f\u4e00\u5bb6\u72ec\u7acb\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u516c\u53f8\uff0c\u4e5f\u5728\u897f\u5fb7\u514b\u8428\u65af\u5dde\u8fd0\u8425\u3002\u8be5\u516c\u53f8\u9884\u8ba12023\u5e74\u7684\u8d44\u672c\u652f\u51fa\u4e3a10\u4ebf\u7f8e\u5143\uff0c\u5e76\u9884\u8ba1\u5728\u672a\u6765\u4e94\u5e74\u5185\u4ea7\u751f\u8d85\u8fc727.5\u4ebf\u7f8e\u5143\u7684\u8c03\u6574\u540e\u81ea\u7531\u73b0\u91d1\u6d41\uff0c\u76f8\u5f53\u4e8e\u5f53\u524d\u5e02\u503c\u7684125%\u4ee5\u4e0a\u3002<\/li>\n
  • PBF Energy<\/strong>: PBF\u63d0\u70bc\u77f3\u6cb9\u5e76\u9500\u552e\u8fd0\u8f93\u71c3\u6599\u3001\u6da6\u6ed1\u6cb9\u3001\u53d6\u6696\u6cb9\u548c\u539f\u6599\u30022022\u5e7411\u6708\uff0cPBF\u5b8c\u6210\u4e86\u5bf9\u77f3\u6cb9\u548c\u77f3\u6cb9\u4ea7\u54c1\u7269\u6d41\u516c\u53f8PBF Logistics LP\u5269\u4f59\u4e00\u534a\u80a1\u4efd\u7684\u6536\u8d2d\u3002\u57282022\u5e74\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u62a5\u544a\u4e2d\uff0cPBF\u79f0\u5728\u8fd9\u4e00\u5e74\u4e2d\u51cf\u5c11\u4e86\u8d85\u8fc723\u4ebf\u7f8e\u5143\u7684\u5408\u5e76\u503a\u52a1\uff0c\u5e76\u5ba3\u5e03\u4e0eEni Sustainable Mobility\u5408\u4f5c\u5728\u8def\u6613\u65af\u5b89\u90a3\u5dde\u5f00\u5c55\u53ef\u518d\u751f\u67f4\u6cb9\u9879\u76ee\u3002<\/li>\n<\/ul>\n

    \u589e\u957f\u6700\u5feb\u7684\u80fd\u6e90\u80a1<\/b><\/strong><\/h2>\n

    \u4ee5\u4e0b\u662f\u6839\u636e\u4e00\u4e2a\u589e\u957f\u6a21\u578b\u9009\u51fa\u7684\u9876\u7ea7\u80fd\u6e90\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\u80fd\u6e90\u80a1<\/b><\/strong><\/td>\n<\/tr>\n
    <\/td>\n\u80a1\u4ef7\u00a0($)<\/td>\n\u5e02\u503c\u00a0($\u767e\u4e07)<\/td>\nEPS\u589e\u957f\u00a0(%)<\/td>\n\u6536\u5165\u589e\u957f\u00a0(%)<\/td>\n<\/tr>\n
    DMC Global Inc. (BOOM)<\/td>\n26.09<\/td>\n509<\/td>\n2,200<\/td>\n160<\/td>\n<\/tr>\n
    Vertex Energy Inc. (VTNR)<\/td>\n8.24<\/td>\n623<\/td>\n133<\/td>\n1,489<\/td>\n<\/tr>\n
    Kimbell Royalty Partners LP (KRP)<\/td>\n15.92<\/td>\n1,022<\/td>\n1,867<\/td>\n50<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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

      \n
    • DMC Global Inc.<\/strong>: DMC Global\u63d0\u4f9b\u5efa\u7b51\u4ea7\u54c1\uff0c\u91d1\u5c5e\u5236\u9020\u670d\u52a1\uff0c\u4ee5\u53ca\u5b8c\u4e95\u670d\u52a1\u30022022\u5e74\u7b2c\u56db\u5b63\u5ea6\uff0c\u8be5\u516c\u53f8\u62a5\u544a\u7684\u9500\u552e\u989d\u4e3a1.751\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f144%\u3002DMC\u57282021\u5e7412\u6708\u6536\u8d2d\u4e86\u5efa\u7b51\u4ea7\u54c1\u516c\u53f8Arcadia 60%\u7684\u63a7\u80a1\u6743\uff0c\u5bf9\u53bb\u5e74\u7684\u589e\u957f\u4ea7\u751f\u4e86\u79ef\u6781\u7684\u5f71\u54cd\u3002<\/li>\n
    • Vertex Energy Inc.<\/strong>: Vertex\u751f\u4ea7\u548c\u5206\u9500\u66ff\u4ee3\u71c3\u6599\u548c\u4f20\u7edf\u71c3\u6599\uff0c\u5305\u62ec\u6da6\u6ed1\u6cb9\u5236\u9020\u5546\u7684\u673a\u6cb9\u548c\u57fa\u7840\u6cb9\uff0c\u8fd8\u56de\u6536\u5de5\u4e1a\u5e9f\u54c1\u6d41\u3002\u8d22\u62a5\u663e\u793a\uff0c\u7531\u4e8e2022\u5e74\u7b2c\u4e09\u5b63\u5ea6\u7684\u6536\u5165\u98d9\u5347\u4e86\u8fd115\u500d\uff0c\u8be5\u516c\u53f8\u6700\u8fd1\u4e00\u4e2a\u5b63\u5ea6\u51c0\u6536\u5165\u51e0\u4e4e\u589e\u52a0\u4e86\u4e24\u500d\u3002<\/li>\n
    • Kimbell Royalty Partners LP<\/strong>: Kimbell Royalty Partners\u603b\u90e8\u4f4d\u4e8e\u5fb7\u514b\u8428\u65af\u5dde\u6c83\u65af\u5821\uff0c\u572828\u4e2a\u5dde\u62e5\u6709\u7279\u8bb8\u6743\u4f7f\u7528\u8d39\u6743\u76ca\uff0c\u5728\u7f8e\u56fd\u6bcf\u4e2a\u4e3b\u8981\u7684\u9646\u4e0a\u76c6\u5730\u90fd\u6709\u4e1a\u52a1\u30022022\u5e74\u5168\u5e74\uff0cKimbell\u516c\u5e03\u4e86\u521b\u7eaa\u5f55\u7684\u51c0\u6536\u5165\uff0c\u5176\u77f3\u6cb9\u3001\u5929\u7136\u6c14\u548c\u5929\u7136\u6c14\u6db2\u4f53\u6536\u5165\u5747\u8fbe\u5230\u5386\u53f2\u6700\u9ad8\u6c34\u5e73\u3002<\/li>\n<\/ul>\n

      \u6700\u5177\u4e0a\u6da8\u52bf\u5934\u7684\u80fd\u6e90\u80a1<\/b><\/strong><\/h2>\n

      \u4ee5\u4e0b\u662f\u5728\u8fc7\u53bb12\u4e2a\u6708\u4e2d\u603b\u56de\u62a5\u7387\u6700\u9ad8\u7684\u80fd\u6e90\u80a1\u7968\u3002<\/p>\n\n\n\n\n\n\n\n\n\n
      \u6700\u5177\u4e0a\u6da8\u52bf\u5934\u7684\u80fd\u6e90\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\u603b\u56de\u62a5\u7387\u00a0(%)<\/td>\n<\/tr>\n
      YPF SA (YPF)<\/td>\n11.71<\/td>\n4.6<\/td>\n164<\/td>\n<\/tr>\n
      PBF Energy Inc. (PBF)<\/td>\n43.87<\/td>\n5.7<\/td>\n154<\/td>\n<\/tr>\n
      GasLog Partners LP (GLOP)<\/td>\n9.18<\/td>\n0.5<\/td>\n142<\/td>\n<\/tr>\n
      Russell 1000<\/td>\n\u00a0N\/A<\/td>\n\u00a0N\/A<\/td>\n\u00a0-5.1<\/td>\n<\/tr>\n
      Energy Select Sector SPDR ETF (XLE)<\/td>\n\u00a0N\/A<\/td>\n\u00a0N\/A<\/td>\n\u00a023.3<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      \u6765\u6e90\uff1aYCharts<\/u><\/p>\n

        \n
      • YPF<\/strong>:YPF\u662f\u4e00\u5bb6\u963f\u6839\u5ef7\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u516c\u53f8\uff0c\u52d8\u63a2\u548c\u751f\u4ea7\u77f3\u6cb9\u4ea7\u54c1\uff0c\u8fd8\u4ece\u4e8b\u4e0b\u6e38\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u7684\u6700\u5927\u80a1\u4e1c\u662f\u963f\u6839\u5ef7\u653f\u5e9c\uff0c\u800c\u4e14YPF\u662f\u963f\u6839\u5ef7\u8d22\u653f\u6536\u5165\u7684\u6700\u5927\u6765\u6e90\u4e4b\u4e00\u3002<\/li>\n
      • PBF Energy<\/strong>: \u89c1\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7ecd\u3002<\/li>\n
      • GasLog Partners<\/strong>:GasLog Partners\u603b\u90e8\u4f4d\u4e8e\u5e0c\u814a\u6bd4\u96f7\u57c3\u592b\u65af\uff0c\u7ecf\u8425\u7740\u4e00\u652f\u753114\u8258\u8239\u7ec4\u6210\u7684\u8239\u961f\uff0c\u8d1f\u8d23\u8fd0\u8f93\u6db2\u5316\u5929\u7136\u6c14\u3002GasLog\u8868\u793a\uff0c\u7531\u4e8e\u4e4c\u514b\u5170\u6218\u4e89\u7684\u539f\u56e0\uff0c\u6db2\u5316\u5929\u7136\u6c14\u57282022\u5e74\u80fd\u6e90\u4f9b\u5e94\u51cf\u5c11\u65f6\u62ef\u6551\u4e86\u6b27\u6d32\uff0c\u9884\u6d4b2023\u5e74\u8fd8\u4f1a\u51fa\u73b0\u7c7b\u4f3c\u60c5\u51b5\u3002<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

        \u622a\u6b622023\u5e742\u670823\u65e5\uff0c\u8fc7\u53bb12\u4e2a\u6708\u8868\u73b0\u6700\u597d\u7684\u80fd\u6e90\u80a1\u5305\u62ec\u963f\u6839\u5ef7\u80fd\u6e90\u516c\u53f8YPF SA\u3001\u77f3\u6cb9\u7cbe\u70bc\u5546PBF Ene […]<\/p>\n","protected":false},"author":31,"featured_media":397563,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521],"tags":[2158,538,1121],"class_list":["post-454578","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","tag-2158","tag-538","tag-1121","sectors-2092","sectors-oil-gas-zh-hans","locations-canada-zh-hans","locations-europe-zh-hans","locations-us-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/454578","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=454578"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/454578\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/397563"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=454578"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=454578"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=454578"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}