{"id":476643,"date":"2023-11-01T23:09:53","date_gmt":"2023-11-02T06:09:53","guid":{"rendered":"https:\/\/nai500.com\/?p=476643"},"modified":"2023-11-01T23:11:25","modified_gmt":"2023-11-02T06:11:25","slug":"2023%e5%b9%b4-%e7%ac%ac%e5%9b%9b-%e5%ad%a3%e5%ba%a6-%e9%93%9c%e7%9f%bf-%e8%82%a1%e7%a5%a8-%e5%90%8d%e5%8d%95","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2023\/11\/2023%e5%b9%b4-%e7%ac%ac%e5%9b%9b-%e5%ad%a3%e5%ba%a6-%e9%93%9c%e7%9f%bf-%e8%82%a1%e7%a5%a8-%e5%90%8d%e5%8d%95\/","title":{"rendered":"\u9009\u80a1\u6c60\uff1a2023\u5e74\u7b2c\u56db\u5b63\u5ea6\u9876\u7ea7\u7684\u94dc\u77ff\u80a1\u7968\u540d\u5355"},"content":{"rendered":"

\u94dc\u662f\u5efa\u7b51\u548c\u7535\u5b50\u7b49\u5404\u884c\u5404\u4e1a\u7684\u91cd\u8981\u7ec4\u6210\u90e8\u5206\uff0c\u62e5\u6709\u957f\u671f\u7a33\u5b9a\u7684\u9700\u6c42\u3002\u6b64\u5916\uff0c\u7531\u4e8e\u94dc\u5728\u6240\u6709\u975e\u8d35\u91d1\u5c5e\u4e2d\u5177\u6709\u6700\u9ad8\u7684\u5bfc\u7535\u6027\uff0c\u4f7f\u5176\u6210\u4e3a\u53ef\u518d\u751f\u57fa\u7840\u8bbe\u65bd\u7684\u7406\u60f3\u6750\u6599\uff0c\u56e0\u6b64\u94dc\u4e5f\u662f\u53d7\u76ca\u4e8e\u5411\u6e05\u6d01\u80fd\u6e90\u8fc7\u6e21\u7684\u5173\u952e\u91d1\u5c5e\u4e4b\u4e00\u3002\u9664\u6b64\u4e4b\u5916\uff0c\u94dc\u8fd8\u80fd\u4e3a\u6295\u8d44\u8005\u63d0\u4f9b\u901a\u80c0\u5bf9\u51b2\u3002<\/p>\n

\u53d7\u76ca\u4e8e\u5927\u6d41\u884c\u75c5\u540e\u7684\u7ecf\u6d4e\u590d\u82cf\u548c\u653f\u5e9c\u5927\u91cf\u7684\u57fa\u7840\u8bbe\u65bd\u652f\u51fa\uff0c\u4ee3\u8868\u94dc\u77ff\u80a1\u7968\u7684Global X Copper Miners ETF (COPX<\/u><\/a>)\u5728\u8fc7\u53bb12\u4e2a\u6708\u521b\u9020\u4e8625.2%\u7684\u53ef\u89c2\u56de\u62a5\u3002\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u7f57\u7d201000\u6307\u6570\u540c\u65f6\u671f\u7684\u6da8\u5e45\u4e3a16.6%\u3002\u4e0b\u9762\u662f\u622a\u6b622023\u5e7410\u670820\u65e5\uff0c\u7f8e\u80a1\u6700\u5177\u4ef7\u503c\u3001\u589e\u957f\u6700\u5feb\u4ee5\u53ca\u4e0a\u6da8\u52bf\u5934\u6700\u597d\u7684\u94dc\u77ff\u80a1\u7968\uff0c\u6295\u8d44\u8005\u53ef\u4ee5\u5728\u7b2c\u56db\u5b63\u5ea6\u91cd\u70b9\u5173\u6ce8\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\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. (LUNMF<\/a>)<\/td>\n6.8<\/td>\n5.3<\/td>\n15.2<\/td>\n<\/tr>\n
Ero Copper Corp. (ERO<\/a>)<\/td>\n14.9<\/td>\n1.4<\/td>\n17.3<\/td>\n<\/tr>\n
Southern Copper Corp. (SCCO<\/a>)<\/td>\n73.8<\/td>\n57.1<\/td>\n20.5<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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

    \n
  • Lundin Mining Corp.:\u00a0<\/strong>\u8be5\u516c\u53f8\u5728\u5df4\u897f\u3001\u667a\u5229\u3001\u8461\u8404\u7259\u3001\u745e\u5178\u548c\u7f8e\u56fd\u4ece\u4e8b\u94dc\u548c\u5176\u4ed6\u77ff\u4ea7\u7684\u52d8\u63a2\u3001\u5f00\u53d1\u548c\u5f00\u91c7\u3002\u4eca\u5e7410\u6708\u521d\uff0c\u8be5\u516c\u53f8\u9996\u5e2d\u6267\u884c\u5b98Peter Rockandel\u5ba3\u5e03\uff0c\u8ba1\u5212\u4e8e2023\u5e7412\u670831\u65e5\u5378\u4efb\u3002\u8be5\u516c\u53f8\u73b0\u4efb\u603b\u88c1\u517c\u524d\u8463\u4e8bJack Lundin\u5c06\u4e8e\u660e\u5e74\u521d\u63a5\u66ffRockandel\u3002<\/li>\n
  • Ero Copper Corp.:\u00a0<\/strong>\u8be5\u516c\u53f8\u4e13\u6ce8\u4e8e\u751f\u4ea7\u548c\u9500\u552e\u4f4d\u4e8e\u5df4\u897f\u5317\u90e8Curaca\u5c71\u8c37\u7684Cara\u00edba\u94dc\u7cbe\u77ff\u3002\u8be5\u516c\u53f8\u8fd8\u6301\u6709Tucuma\u9879\u76ee\u7684\u591a\u6570\u80a1\u6743\uff0c\u8fd9\u4e5f\u662f\u4f4d\u4e8e\u5df4\u897f\u5317\u90e8\u7684\u94dc\u77ff\u5f00\u53d1\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u6700\u8fd1\u5ba3\u5e03\u8be5\u9879\u76ee\u5df2\u63a5\u8fd1\u5b8c\u5de5\uff0c\u6709\u671b\u57282024\u5e74\u4e0b\u534a\u5e74\u6295\u4ea7\u3002<\/li>\n
  • Southern Copper Corp.:\u00a0<\/strong>\u5357\u65b9\u94dc\u4e1a\u516c\u53f8\u5728\u79d8\u9c81\u3001\u58a8\u897f\u54e5\u3001\u963f\u6839\u5ef7\u3001\u5384\u74dc\u591a\u5c14\u548c\u667a\u5229\u4ece\u4e8b\u94dc\u548c\u5176\u4ed6\u77ff\u7269\u7684\u5f00\u91c7\u3001\u52d8\u63a2\u3001\u51b6\u70bc\u548c\u7cbe\u70bc\u4e1a\u52a1\u3002\u4eca\u5e747\u6708\uff0c\u8fd9\u5bb6\u77ff\u4e1a\u5de8\u5934\u79f0\u5176\u94dc\u77ff\u6536\u5165\u589e\u957f\u4e8611%\uff0c\u4f7f\u51c0\u9500\u552e\u989d\u7565\u9ad8\u4e8e2022\u5e74\u7684\u6c34\u5e73\u3002\u6700\u8fd1\uff0c\u8be5\u516c\u53f8\u5ba3\u5e03\u6bcf\u80a1\u5b63\u5ea6\u5206\u7ea21.00\u7f8e\u5143\uff0c\u4f7f\u80a1\u606f\u6536\u76ca\u7387\u8fbe\u52305.7%\uff0c\u9887\u5177\u5438\u5f15\u529b\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\u8fc71000%\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
    Ero Copper Corp.<\/td>\n14.9<\/td>\n\u00a01.4<\/td>\n23.0<\/td>\n-8.7<\/td>\n<\/tr>\n
    Southern Copper Corp.<\/td>\n73.8<\/td>\n57.1<\/td>\n26.8<\/td>\n-0.3<\/td>\n<\/tr>\n
    Ivanhoe Electric Inc. (IE)<\/td>\n11.6<\/td>\n1.4<\/td>\nN\/A<\/td>\n473.8<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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

      \n
    • Ero Copper Corp.:\u00a0<\/strong>\u89c1\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7ecd\u3002<\/li>\n
    • Southern Copper Corp.:<\/strong>\u89c1\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7ecd\u3002<\/li>\n
    • Ivanhoe Electric Inc.:\u00a0<\/strong>\u8be5\u516c\u53f8\u52d8\u63a2\u548c\u5f00\u53d1\u5305\u62ec\u94dc\u5728\u5185\u7684\u91d1\u5c5e\u548c\u77ff\u4ea7\u3002\u4eca\u5e749\u6708\uff0c\u8be5\u516c\u53f8\u53d1\u5e03\u4e86\u4e9a\u5229\u6851\u90a3\u5ddeSanta Cruz\u94dc\u77ff\u9879\u76ee\u7684\u521d\u6b65\u8bc4\u4f30\u62a5\u544a\u3002\u8be5\u516c\u53f8\u9884\u8ba1\uff0c\u572820\u5e74\u7684\u5f00\u91c7\u671f\u5185\uff0c\u8be5\u94dc\u77ff\u7684\u4ea7\u91cf\u5c06\u8fbe\u5230160\u4e07\u5428\uff0c\u94dc\u7684\u5e73\u5747\u603b\u54c1\u4f4d\u4e3a1.58%\u3002<\/li>\n<\/ul>\n

      \u6700\u5177\u4e0a\u6da8\u52bf\u5934\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\u80a1\u7968\u3002\u8ffd\u9010\u4e0a\u6da8\u52bf\u5934\u7684\u6295\u8d44\u8005\u8ba4\u4e3a\uff0c\u652f\u6491\u79ef\u6781\u4ef7\u683c\u8868\u73b0\u7684\u56e0\u7d20\u5c06\u5728\u672a\u6765\u7ee7\u7eed\u63a8\u52a8\u5e02\u573a\u53d6\u5f97\u4f18\u5f02\u8868\u73b0\u3002<\/p>\n\n\n\n\n\n\n\n\n\n
      \u6700\u5177\u4e0a\u6da8\u52bf\u5934\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\u603b\u56de\u62a5\u7387\u00a0(%)<\/td>\n<\/tr>\n
      Capstone Copper Corp. (CSCCF)<\/td>\n3.8<\/td>\n2.7<\/td>\n67.3<\/td>\n<\/tr>\n
      Southern Copper Corp.<\/td>\n73.8<\/td>\n57.1<\/td>\n62.4<\/td>\n<\/tr>\n
      Lundin Mining Corp.<\/td>\n6.8<\/td>\n5.3<\/td>\n42.6<\/td>\n<\/tr>\n
      Russell 1000 Index<\/td>\nN\/A<\/td>\nN\/A<\/td>\n16.6<\/td>\n<\/tr>\n
      Global X Copper Miners ETF<\/td>\nN\/A<\/td>\nN\/A<\/td>\n25.2<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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

        \n
      • Capstone Copper Corp.:\u00a0<\/strong>\u4e00\u5bb6\u52d8\u63a2\u94dc\u3001\u94f6\u3001\u950c\u548c\u5176\u4ed6\u91d1\u5c5e\u7684\u516c\u53f8\uff0c\u5728\u7f8e\u56fd\u3001\u667a\u5229\u548c\u58a8\u897f\u54e5\u62e5\u6709\u4e3b\u8981\u7684\u94dc\u77ff\u5f00\u91c7\u4e1a\u52a1\u3002Capstone\u5728\u667a\u5229\u7684\u4e1a\u52a1\u6700\u8fd1\u83b7\u5f97\u4e86\u201cCopper Mark\u201d\uff0c\u8fd9\u662f\u4e00\u4e2a\u884c\u4e1a\u5956\u9879\uff0c\u65e8\u5728\u8868\u5f70\u8be5\u516c\u53f8\u5728\u73af\u5883\u3001\u793e\u4f1a\u548c\u6cbb\u7406\uff08ESG\uff09\u65b9\u9762\u7684\u9ad8\u6807\u51c6\u3002\u7531\u4e8e\u6295\u8d44\u8005\u9884\u671fCapstone \u7684Mantoverde\u5f00\u53d1\u9879\u76ee\u5c06\u589e\u52a0\u4ea7\u91cf\uff0c\u8be5\u516c\u53f8\u80a1\u4ef7\u5728\u4eca\u5e741\u6708\u4efd\u5927\u5e45\u4e0a\u6da8\uff0c\u5e76\u4e14\u7ef4\u6301\u5230\u4e86\u7b2c\u56db\u5b63\u5ea6\u3002<\/li>\n
      • Southern Copper Corp.:<\/strong>\u89c1\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7ecd\u3002<\/li>\n
      • Lundin Mining Corp.:\u00a0<\/strong>\u89c1\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7ecd\u3002<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

        \u94dc\u662f\u5efa\u7b51\u548c\u7535\u5b50\u7b49\u5404\u884c\u5404\u4e1a\u7684\u91cd\u8981\u7ec4\u6210\u90e8\u5206\uff0c\u62e5\u6709\u957f\u671f\u7a33\u5b9a\u7684\u9700\u6c42\u3002\u6b64\u5916\uff0c\u7531\u4e8e\u94dc\u5728\u6240\u6709\u975e\u8d35\u91d1\u5c5e\u4e2d\u5177\u6709\u6700\u9ad8\u7684\u5bfc\u7535\u6027\uff0c\u4f7f\u5176 […]<\/p>\n","protected":false},"author":31,"featured_media":444506,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521],"tags":[1402,1859,741],"class_list":["post-476643","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","tag-1402","tag-1859","tag-741","sectors-base-metals-sch","sectors-mining-zh-hans","sectors-2103","locations-619","locations-849","locations-us-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/476643","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=476643"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/476643\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/444506"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=476643"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=476643"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=476643"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}