{"id":488973,"date":"2024-02-26T23:54:49","date_gmt":"2024-02-27T07:54:49","guid":{"rendered":"https:\/\/nai500.com\/?p=488973"},"modified":"2024-02-26T23:54:49","modified_gmt":"2024-02-27T07:54:49","slug":"%e9%80%86%e5%90%91%e6%8a%95%e8%b5%84%ef%bc%9a2024%e5%b9%b4%e7%b2%be%e9%80%896%e5%8f%aa%e7%be%8e%e8%82%a1%e7%bb%bf%e8%89%b2%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2024\/02\/%e9%80%86%e5%90%91%e6%8a%95%e8%b5%84%ef%bc%9a2024%e5%b9%b4%e7%b2%be%e9%80%896%e5%8f%aa%e7%be%8e%e8%82%a1%e7%bb%bf%e8%89%b2%e8%82%a1%e7%a5%a8\/","title":{"rendered":"\u9006\u5411\u6295\u8d44\uff1a2024\u5e74\u7cbe\u90096\u53ea\u7f8e\u80a1\u7eff\u8272\u80a1\u7968"},"content":{"rendered":"

\u8fc7\u53bb\u4e00\u5e74\uff0c\u53d7\u9ad8\u901a\u80c0\u548c\u9ad8\u5229\u7387\u7684\u4e0d\u5229\u5f71\u54cd\uff0c\u73af\u4fdd\u4e3b\u9898\u7684\u6295\u8d44\u5174\u8da3\u4e0b\u964d\uff0c\u62d6\u7d2f\u53ef\u518d\u751f\u80fd\u6e90\u516c\u53f8\u7684\u80a1\u4ef7\u4e0b\u8dcc\uff0c\u4f46\u5bf9\u4e8e\u7eff\u8272\u6982\u5ff5\u7684\u957f\u671f\u6295\u8d44\u8005\u6765\u8bf4\uff0c\u8fd9\u53cd\u800c\u63d0\u4f9b\u4e86\u4e00\u4e2a\u7edd\u4f73\u7684\u9006\u5411\u6295\u8d44\u673a\u4f1a\u3002Vert Asset Management\u7684\u9996\u5e2d\u6267\u884c\u5b98Sam Adams\u8868\u793a\uff0c\u7eff\u8272\u80a1\u7968\u7684\u4f30\u503c\u56de\u5230\u4e86\u66f4\u52a0\u5408\u7406\u7684\u6c34\u5e73\uff0c\u8fd9\u662f\u4e00\u4e2a\u6781\u597d\u7684\u4e70\u5165\u673a\u4f1a\u3002<\/p>\n

\u5982\u679c\u4f60\u6709\u610f\u9006\u5411\u6295\u8d44\u7eff\u8272\u4e3b\u9898\uff0c\u4e0b\u9762\u8fd96\u53ea\u7f8e\u80a1\u7eff\u8272\u80a1\u7968\u503c\u5f97\u5173\u6ce8\uff1a<\/p>\n\n\n\n\n\n\n\n\n\n
\u80a1\u7968<\/td>\n\u4eca\u5e74\u8fc4\u4eca\uff08\u622a\u81f32\u670822\u65e5\uff09\u7684\u80a1\u4ef7\u8868\u73b0<\/td>\n<\/tr>\n
Vornado Realty Trust (ticker:\u00a0VNO)<\/td>\n-9.6%<\/td>\n<\/tr>\n
NextEra Energy Inc. (NEE)<\/td>\n-6.7%<\/td>\n<\/tr>\n
Hannon Armstrong Sustainable Infrastructure Capital Inc. (HASI)<\/td>\n-8.2%<\/td>\n<\/tr>\n
Brookfield Renewable Corp. (BEPC)<\/td>\n-13.7%<\/td>\n<\/tr>\n
First Solar Inc. (FSLR)<\/td>\n-16%<\/td>\n<\/tr>\n
Sunrun Inc. (RUN)<\/td>\n-34.9%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u7f8e\u80a1\u7eff\u8272\u80a1\u79681\uff1aVornado Realty Trust<\/h2>\n

\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\uff08REIT\uff09Vornado Realty Trust\uff08NYSE:VNO\uff09<\/a>\u62e5\u6709\u3001\u7ecf\u8425\u5e76\u5f00\u53d1\u4e3b\u8981\u4f4d\u4e8e\u7ebd\u7ea6\u5e02\u7684\u529e\u516c\u548c\u96f6\u552e\u5730\u4ea7\uff08\u6b64\u5916\u8fd8\u6709\u829d\u52a0\u54e5\u548c\u65e7\u91d1\u5c71\u7684\u5730\u4ea7\uff09\uff0c\u5e76\u4e14\u8be5\u516c\u53f8\u7684\u6295\u8d44\u7ec4\u5408\u4e00\u76f4\u6267\u884c\u7eff\u8272\u6e05\u6d01\u548c\u80fd\u6548\u653f\u7b56\u3002\u9ad8\u5229\u7387\u5bf9REITs\uff0c\u5c24\u5176\u662f\u529e\u516c\u7c7b\u7684REITs\u975e\u5e38\u4e0d\u5229\uff0c\u56e0\u6b64Vornado\u7684\u80a1\u4ef7\u88ab\u8d85\u5356\u3002\u4e0d\u8fc7\uff0c\u5e02\u573a\u5bf9\u4e8e\u6709\u7ebd\u7ea6\u5e02\u4e2d\u5fc3\u529e\u516c\u697c\uff0c\u5c24\u5176\u662f\u6709\u7eff\u8272\u8d44\u8d28\u7684\u529e\u516c\u697c\u7684\u9700\u6c42\u4f9d\u7136\u662f\u5b58\u5728\u7684\uff0c\u8fd9\u4e5f\u662f\u8fd9\u53eaREIT\u80a1\u4ef7\u53cd\u5f39\u7684\u539f\u56e0\u6240\u5728\u3002<\/p>\n

\u7f8e\u80a1\u7eff\u8272\u80a1\u79682\uff1aNextEra Energy<\/h2>\n

\u53ef\u518d\u751f\u80fd\u6e90\u516c\u53f8NextEra Energy, Inc.\uff08NYSE:NEE\uff09\u662f\u592a\u9633\u80fd\u548c\u98ce\u80fd\u53d1\u7535\u9886\u57df\u7684\u9f99\u5934\u516c\u53f8\uff0c\u540c\u65f6\u8be5\u516c\u53f8\u7684\u89c4\u7ba1\u516c\u7528\u4e8b\u4e1a\u4e1a\u52a1\u4e3b\u8981\u6d89\u53ca\u4f5b\u7f57\u91cc\u8fbe\u5dde\u7684\u7535\u529b\u751f\u4ea7\u3001\u4f20\u8f93\u548c\u5206\u9500\u3002\u6b64\u5916\uff0c\u8be5\u516c\u53f8\u8fd8\u6d89\u8db3\u7eff\u8272\u6c22\u3001\u7535\u6c60\u5b58\u50a8\u548c\u6838\u7535\u7ad9\u3002\u9996\u5e2d\u6267\u884c\u5b98John Ketchum\u672c\u6708\u53d1\u5e03\u56db\u5b63\u5ea6\u548c\u5168\u5e74\u8d22\u62a5\u671f\u95f4\u8868\u793a\uff0cNextEra Energy Resources\u65b0\u589e\u5c06\u8fd19000\u5146\u74e6\u7684\u53ef\u518d\u751f\u80fd\u6e90\u548c\u5b58\u50a8\u91cf\uff0c\u521b\u516c\u53f8\u7684\u5386\u53f2\u4e4b\u6700\u3002<\/p>\n

\u7f8e\u80a1\u7eff\u8272\u80a1\u79683\uff1aHannon Armstrong Sustainable Infrastructure Capital<\/h2>\n

Hannon Armstrong Sustainable Infrastructure Capital Inc\uff08NYSE:HASI\uff09\u662f\u7b2c\u4e00\u5bb6\u4e13\u95e8\u805a\u7126\u4e8e\u6c14\u5019\u89e3\u51b3\u65b9\u6848\u6295\u8d44\u7684\u7f8e\u56fd\u4e0a\u5e02\u516c\u53f8\uff0c\u81f4\u529b\u4e8e\u4e3a\u6d89\u8db3\u80fd\u6548\u3001\u53ef\u518d\u751f\u80fd\u6e90\u4ee5\u53ca\u5176\u4ed6\u53ef\u6301\u7eed\u57fa\u7840\u8bbe\u65bd\u5e02\u573a\u7684\u516c\u53f8\u63d0\u4f9b\u8d44\u91d1\uff0c\u672a\u6765\u5c06\u53d7\u76ca\u4e8e\u300a\u901a\u80c0\u524a\u51cf\u6cd5\u6848\u300b\u7684\u6e05\u6d01\u80fd\u6e90\u523a\u6fc0\u653f\u7b56\u3002\u8be5REIT\u7684\u6295\u8d44\u7ec4\u5408\u5305\u62ec\u8fde\u63a5\u7535\u7f51\u7684\u98ce\u529b\u3001\u592a\u9633\u80fd\u548c\u50a8\u80fd\u9879\u76ee\u3001\u8f66\u961f\u53bb\u78b3\u548c\u751f\u6001\u6062\u590d\u3002Hannon\u9884\u8ba12024-2026\u5e74\u671f\u95f4\uff0c\u516c\u53f8\u7684\u53ef\u4f9b\u5206\u914d\u6bcf\u80a1\u6536\u76ca\u5c06\u4ee58%-10%\u7684\u590d\u5408\u5e74\u589e\u901f\u589e\u957f\u3002<\/p>\n

\u7f8e\u80a1\u7eff\u8272\u80a1\u79684\uff1aBrookfield Renewable<\/h2>\n

\u8ddfHASI\u7c7b\u4f3c\uff0cBrookfield Renewable Corporation\uff08NYSE:BEPC\uff09\u4e5f\u662f\u4e00\u5bb6\u591a\u5143\u5316\u7684\u53ef\u518d\u751f\u80fd\u6e90\u5f00\u53d1\u5546\uff0c\u6d89\u8db3\u6c34\u7535\u3001\u98ce\u529b\u3001\u592a\u9633\u80fd\u3001\u5206\u5e03\u5f0f\u80fd\u6e90\u4ee5\u53ca\u53ef\u6301\u7eed\u89e3\u51b3\u65b9\u6848\u30022023\u5e74\uff0c\u516c\u53f8\u65b0\u589e\u6e05\u6d01\u53d1\u7535\u80fd\u529b\u8fd15000\u5146\u74e6\uff0c\u589e\u901f\u521b\u7eaa\u5f55\uff0c\u540c\u65f6\u7f8e\u56fd\u7684\u5728\u5f00\u53d1\u9879\u76ee\u5c06\u53d7\u76ca\u4e8e\u300a\u901a\u80c0\u524a\u51cf\u6cd5\u6848\u300b\u7684\u6e05\u6d01\u80fd\u6e90\u6761\u6b3e\u3002\u516c\u53f8\u9996\u5e2d\u6267\u884c\u5b98Connor Teskey\u672c\u6708\u53d1\u5e03\u8d22\u62a5\u65f6\u8868\u793a\uff0c\u5728\u5229\u7387\u4e0a\u5347\u4ee5\u53ca\u4f9b\u5e94\u94fe\u6311\u6218\u4e4b\u4e0b\uff0c\u516c\u53f8\u51e0\u4e4e\u5404\u9879\u6307\u6807\u90fd\u521b\u51fa\u4e86\u7eaa\u5f55\u3002<\/p>\n

\u7f8e\u80a1\u7eff\u8272\u80a1\u79685\uff1aFirst Solar<\/h2>\n

\u8fc7\u53bb1\u5e74\uff0c\u7f8e\u56fd\u592a\u9633\u80fd\u7535\u6c60\u677f\u548c\u516c\u7528\u4e8b\u4e1a\u7ea7\u5f00\u53d1\u7cfb\u7edf\u7684\u8bbe\u8ba1\u5546\u548c\u5236\u9020\u5546First Solar Inc\uff08NASDAQ:FSLR\uff09\u7684\u80a1\u4ef7\u4e0b\u8dcc\u7ea611%\uff0c\u4f46\u8fc7\u53bb5\u5e74\u4f9d\u7136\u4e0a\u6da8\u7ea6170%\u3002\u592a\u9633\u80fd\u884c\u4e1a\u534f\u4f1a\uff08SEIA\uff09\u548c\u4f0d\u5fb7\u9ea6\u80af\u517912\u6708\u8868\u793a\uff0c\u5149\u5728\u53bb\u5e74\uff0c\u7f8e\u56fd\u592a\u9633\u80fd\u884c\u4e1a\u7684\u65b0\u589e\u53d1\u7535\u80fd\u529b\u5c31\u8fbe\u5230\u4e86\u521b\u7eaa\u5f55\u768433\u5409\u74e6\u3002\u867d\u7136\u7ecf\u6d4e\u73af\u5883\u6b20\u4f73\uff0c\u4f46\u592a\u9633\u80fd\u4f9d\u7136\u662f\u7f8e\u56fd\u589e\u957f\u6700\u5feb\u7684\u80fd\u6e90\u6765\u6e90\uff0c\u5e76\u4e14\u9884\u8ba1\u8fd9\u4e00\u8d8b\u52bf\u5c06\u5ef6\u7eed\u5230\u672a\u6765\u591a\u5e74\u3002<\/p>\n

\u7f8e\u80a1\u7eff\u8272\u80a1\u79686\uff1aSunrun<\/h2>\n

\u592a\u9633\u80fd\u7535\u6c60\u677f\u4ee5\u53ca\u7535\u6c60\u63d0\u4f9b\u5546Sunrun Inc\uff08NASDAQ:RUN\uff09\u7684\u80a1\u4ef7\u8fc7\u53bb1\u5e74\u4e0b\u8dcc\u7ea647%\uff0c\u8fc7\u53bb5\u5e74\u4e0b\u8dcc\u7ea619%\u3002\u6700\u8fd1\uff0cJeffries\u7684\u4e00\u540d\u5206\u6790\u5e08\u7ed9\u4e88\u8be5\u80a1\u201c\u4e70\u5165\u201d\u4ee5\u53ca25\u7f8e\u5143\u7684\u76ee\u6807\u4ef7\u3002\u8fc7\u53bb3\u4e2a\u6708\uff0c16\u4f4d\u5206\u6790\u5e08\u7ed9\u4e88\u8be5\u80a112\u4e2a\u6708\u7684\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a21.13\uff0c\u8fdc\u9ad8\u4e8e2\u670822\u65e512.78\u7f8e\u5143\u7684\u6536\u76d8\u4ef7\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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