{"id":545236,"date":"2024-07-09T00:33:23","date_gmt":"2024-07-09T07:33:23","guid":{"rendered":"https:\/\/nai500.com\/?p=545236"},"modified":"2024-07-09T00:35:40","modified_gmt":"2024-07-09T07:35:40","slug":"%e6%b3%95%e5%9b%bd-%e5%a4%a7%e9%80%89-%e4%b8%89%e5%8f%aa-%e8%82%a1%e7%a5%a8-%e5%8f%97%e7%9b%8a","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2024\/07\/%e6%b3%95%e5%9b%bd-%e5%a4%a7%e9%80%89-%e4%b8%89%e5%8f%aa-%e8%82%a1%e7%a5%a8-%e5%8f%97%e7%9b%8a\/","title":{"rendered":"\u65e0\u8bba\u6cd5\u56fd\u5927\u9009\u7ed3\u679c\u5982\u4f55\uff0c\u8fd9\u4e09\u53ea\u80a1\u7968\u5c06\u53d7\u76ca"},"content":{"rendered":"

\u6cd5\u56fd\u80a1\u5e02\u5728\u6cd5\u56fd\u603b\u7edf\u5927\u9009\u7b2c\u4e00\u8f6e\u7ed3\u679c\u51fa\u7089\u524d\u4e00\u5ea6\u66b4\u8dcc\uff0c\u56e0\u4e3a\u6295\u8d44\u8005\u62c5\u5fc3\u65e0\u8bba\u662f\u6781\u5de6\u6216\u6781\u53f3\u7ffc\u653f\u5e9c\u4e0a\u53f0\u540e\uff0c\u653f\u5e9c\u652f\u51fa\u53ef\u80fd\u4f1a\u663e\u8457\u589e\u52a0\uff0c\u4ee4\u539f\u672c\u5df2\u7ecf\u8106\u5f31\u7684\u8d22\u653f\u72b6\u51b5\u96ea\u4e0a\u52a0\u971c\u3002\u5f53\u7136\u4e86\uff0c\u4e00\u4e9b\u7279\u5b9a\u9886\u57df\u7684\u80a1\u7968\u53ef\u80fd\u4f1a\u56e0\u4e3a\u5927\u9009\u7ed3\u679c\u800c\u5927\u653e\u5f02\u5f69\u3002\u6bd4\u5982\uff0c\u56fd\u9632\u516c\u53f8\u53ef\u80fd\u4f1a\u770b\u5230\u56fd\u5bb6\u5b89\u5168\u5f00\u652f\u7684\u589e\u52a0\uff0c\u800c\u80fd\u6e90\u516c\u53f8\u53ef\u80fd\u53d7\u76ca\u4e8e\u504f\u5411\u4f20\u7edf\u80fd\u6e90\u800c\u975e\u53ef\u518d\u751f\u80fd\u6e90\u7684\u653f\u7b56\u3002<\/p>\n

\u53e6\u5916\uff0c\u5236\u9020\u4e1a\u516c\u53f8\u53ef\u80fd\u901a\u8fc7\u52a0\u5927\u5bf9\u5148\u8fdb\u6280\u672f\u548c\u57fa\u7840\u8bbe\u65bd\u7684\u6295\u8d44\u800c\u5b9e\u73b0\u589e\u957f\u3002\u4e0b\u9762\u8fd9\u4e09\u5bb6\u516c\u53f8\u5728\u822a\u7a7a\u822a\u5929\u3001\u56fd\u9632\u3001\u4e3b\u8981\u80fd\u6e90\u751f\u4ea7\u548c\u5148\u8fdb\u5236\u9020\u9886\u57df\u5360\u636e\u9886\u5148\u5730\u4f4d\uff0c\u9884\u8ba1\u5728\u6f5c\u5728\u7684\u65b0\u53f3\u7ffc\u653f\u5e9c\u4e0b\u4f1a\u5f97\u5230\u66f4\u591a\u7684\u653f\u7b56\u5173\u7167\uff0c\u8fdb\u800c\u4e3a\u80a1\u4ef7\u5e26\u6765\u652f\u6491\u3002<\/p>\n

Thales S.A. (THLLY)<\/b><\/strong><\/h2>\n

Thales S.A.<\/b><\/strong>\u00a0(OTCMKTS:THLLY<\/b><\/u><\/strong><\/a>)\u662f\u4e00\u5bb6\u5728\u822a\u7a7a\u822a\u5929\u3001\u56fd\u9632\u548c\u5b89\u5168\u9886\u57df\u5904\u4e8e\u5168\u7403\u9886\u5148\u5730\u4f4d\u7684\u516c\u53f8\uff0c\u5f88\u53ef\u80fd\u6210\u4e3a\u53f3\u7ffc\u653f\u515a\u83b7\u80dc\u7684\u4e3b\u8981\u53d7\u76ca\u8005\u4e4b\u4e00\u3002\u8fd9\u5bb6\u4ef7\u503c318\u4ebf\u7f8e\u5143\u7684\u5de8\u5934\u4e13\u6ce8\u4e8e\u4e3a\u822a\u7a7a\u822a\u5929\u3001\u7a7a\u95f4\u3001\u4ea4\u901a\u548c\u56fd\u9632\u5ba2\u6237\u5f00\u53d1\u6280\u672f\u89e3\u51b3\u65b9\u6848\uff0c\u6709\u671b\u4ece\u4e0e\u8fd9\u4e9b\u884c\u4e1a\u76f8\u5173\u7684\u653f\u5e9c\u5408\u540c\u4e2d\u83b7\u76ca\u3002<\/p>\n

\u6cd5\u56fd\u53f3\u7ffc\u653f\u5e9c\u901a\u5e38\u6bd4\u8f83\u9752\u7750\u66f4\u9ad8\u7684\u56fd\u5bb6\u5b89\u5168\u548c\u56fd\u9632\u5f00\u652f\uff0c\u8fd9\u53ef\u80fd\u4f1a\u63d0\u632fThales\u7684\u524d\u666f\u3002\u8be5\u516c\u53f8\u5728\u56fd\u9632\u7535\u5b50\u3001\u7f51\u7edc\u5b89\u5168\u548c\u5173\u952e\u57fa\u7840\u8bbe\u65bd\u4fdd\u62a4\u65b9\u9762\u7684\u4e13\u957f\u4e0e\u56fd\u6c11\u8054\u76df\u515a\u7684\u4f18\u5148\u4e8b\u9879\u4e00\u81f4\uff0c\u4f7f\u5176\u53ef\u80fd\u6210\u4e3a\u9884\u671f\u4e2d\u56fd\u9632\u9884\u7b97\u589e\u52a0\u7684\u5173\u952e\u53c2\u4e0e\u8005\u3002\u503c\u5f97\u6307\u51fa\u7684\u662f\uff0cThales\u5df2\u7ecf\u5728\u5f53\u524d\u52a8\u8361\u7684\u5730\u7f18\u653f\u6cbb\u73af\u5883\u4e2d\u611f\u53d7\u5230\u987a\u98ce\uff0c\u5305\u62ec\u7f8e\u56fd\u53ca\u5176\u6b27\u6d32\u76df\u53cb\u5411\u4e4c\u514b\u5170\u63d0\u4f9b\u7684\u5927\u89c4\u6a21\u519b\u4e8b\u63f4\u52a9\u30022024\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u8be5\u516c\u53f8\u5b9e\u73b0\u4e8650\u4ebf\u6b27\u5143\u7684\u8ba2\u5355\u63a5\u6536\uff0c\u540c\u6bd4\u589e\u957f47%\uff0c\u5df2\u7ecf\u5c55\u793a\u4e86\u5373\u4f7f\u5728\u53f3\u7ffc\u653f\u5e9c\u4e0a\u53f0\u4e4b\u524d\uff0c\u56fd\u9632\u5f00\u652f\u589e\u52a0\u5e26\u6765\u7684\u79ef\u6781\u5f71\u54cd\u3002<\/p>\n

TotalEnergies (TTE)<\/b><\/strong><\/h2>\n

TotalEnergies<\/b><\/strong>\u00a0(NYSE:TTE<\/b><\/u><\/strong><\/a>)\u662f\u5168\u7403\u6700\u5927\u7684\u80fd\u6e90\u516c\u53f8\u4e4b\u4e00\uff0c\u662f\u6cd5\u56fd\u5927\u9009\u671f\u95f4\u7684\u53e6\u4e00\u53ea\u70ed\u95e8\u80a1\u7968\uff0c\u5c24\u5176\u662f\u5982\u679c\u739b\u4e3d\u5a1c\u00b7\u52d2\u5e9e(Marine Le Pen)\u6700\u7ec8\u5728\u5927\u9009\u4e2d\u8d62\u5f97\u80dc\u5229\u3002\u8fd9\u5bb6\u80fd\u6e90\u5de8\u5934\u5728\u6574\u4e2a\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u4ea7\u4e1a\u4ef7\u503c\u94fe\u7684\u5404\u4e2a\u73af\u8282\u4e2d\u8fd0\u8425\uff0c\u5305\u62ec\u52d8\u63a2\u3001\u751f\u4ea7\u3001\u7cbe\u70bc\u3001\u8fd0\u8f93\u548c\u5e02\u573a\u8425\u9500\u3002\u56e0\u6b64\uff0c\u6295\u8d44\u8005\u53ef\u4ee5\u5408\u7406\u5730\u5047\u8bbe\u8be5\u80a1\u6709\u671b\u5728\u53f3\u7ffc\u653f\u5e9c\u4e0b\u53d7\u76ca\u3002<\/p>\n

\u5982\u679c\u56fd\u6c11\u8054\u76df\u515a\u5728\u5927\u9009\u4e2d\u83b7\u5f97\u51b3\u5b9a\u6027\u591a\u6570\u5e2d\u4f4d\uff0c\u9884\u8ba1\u5c06\u66f4\u591a\u5f3a\u8c03\u80fd\u6e90\u5b89\u5168\uff0c\u5e76\u4e14\u53ef\u80fd\u4f34\u968f\u7740\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u52d8\u63a2\u548c\u751f\u4ea7\u6fc0\u52b1\u63aa\u65bd\u3002\u4f5c\u4e3a\u6cd5\u56fd\u6700\u5927\u7684\u80fd\u6e90\u516c\u53f8\uff0cTotalEnergies\u5c06\u7387\u5148\u53d7\u76ca\u3002\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u76ee\u524dTotalEnergies\u7684\u8fdc\u671f\u5e02\u76c8\u7387\u53ea\u67097.7\u500d\uff0c\u4f30\u503c\u4f4e\u4e8e\u5386\u53f2\u5e73\u5747\u6c34\u5e73\u3002\u5982\u679c\u6cb9\u4ef7\u5728\u672a\u6765\u51e0\u4e2a\u5b63\u5ea6\u4fdd\u6301\u5f3a\u52b2\uff0c\u9884\u8ba1\u8be5\u80a1\u5c06\u7ecf\u5386\u4f30\u503c\u6269\u5f20\uff0c\u4ece\u800c\u83b7\u5f97\u663e\u8457\u7684\u603b\u56de\u62a5\u6f5c\u529b\u3002<\/p>\n

Dassault Aviation (DUAVF)<\/b><\/strong><\/h2>\n

Dassault Aviation<\/b><\/strong>\u00a0(OTCMKTS:DUAVF<\/b><\/u><\/strong><\/a>)\u662f\u53e6\u4e00\u5bb6\u77e5\u540d\u7684\u6cd5\u56fd\u822a\u7a7a\u822a\u5929\u5236\u9020\u5546\uff0c\u4ee5\u5176\u5148\u8fdb\u7684\u519b\u7528\u548c\u516c\u52a1\u98de\u673a\u800c\u95fb\u540d\u3002\u8be5\u516c\u53f8\u8bbe\u8ba1\u3001\u5236\u9020\u548c\u652f\u6301\u5404\u79cd\u98de\u673a\uff0c\u5305\u62ec\u201cRafale\u201d\u6218\u6597\u673a\u548c\u201cFalcon\u201d\u516c\u52a1\u98de\u673a\uff0c\u4ee5\u5176\u6280\u672f\u7cbe\u6e5b\u548c\u6027\u80fd\u5353\u8d8a\u800c\u4eab\u6709\u76db\u8a89\u3002\u5728\u53f3\u7ffc\u653f\u5e9c\u7684\u9886\u5bfc\u4e0b\uff0cDassault Aviation\u6709\u671b\u53d7\u76ca\u4e8e\u56fd\u9632\u652f\u51fa\u7684\u589e\u52a0\u3002\u8be5\u516c\u53f8\u8fd1\u5e74\u6765\u5df2\u7ecf\u7ecf\u5386\u4e86\u5f3a\u52b2\u7684\u9500\u552e\u548c\u76c8\u5229\u589e\u957f\uff0c\u8fd9\u662f\u6b27\u6d32\u7531\u4e8e\u4e4c\u514b\u5170\u6218\u4e89\u5bfc\u81f4\u56fd\u9632\u652f\u51fa\u589e\u52a0\u7684\u76f4\u63a5\u7ed3\u679c\u3002<\/p>\n

\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0cDassault \u7684\u9500\u552e\u989d\u548c\u6bcf\u80a1\u6536\u76ca\u5df2\u5206\u522b\u4ee511.4%\u548c12.6%\u7684\u590d\u5408\u5e74\u589e\u957f\u7387\uff08CAGR\uff09\u589e\u957f\u3002\u9664\u4e86\u6765\u81ea\u52d2\u5e9e\u80dc\u5229\u7684\u6f5c\u5728\u63d0\u632f\u4e4b\u5916\uff0c\u8be5\u516c\u53f8\u4e0e\u6cd5\u56fd\u7a7a\u519b\u548c\u6d77\u519b\u7b49\u56fd\u5bb6\u548c\u56fd\u9645\u56fd\u9632\u529b\u91cf\u957f\u671f\u5408\u4f5c\u5173\u7cfb\uff0c\u4ee5\u53ca\u5bf9\u5370\u5ea6\u548c\u5361\u5854\u5c14\u7b49\u56fd\u51fa\u53e3\u6210\u529f\u7684\u6218\u7565\u5e03\u5c40\uff0c\u4f7f\u5176\u5f97\u4ee5\u5728\u6709\u5229\u7684\u822a\u7a7a\u822a\u5929\u5e02\u573a\u7ee7\u7eed\u84ec\u52c3\u53d1\u5c55\uff0c\u51e0\u4e4e\u53ef\u4ee5\u4e0d\u53d7\u9009\u4e3e\u7ed3\u679c\u7684\u5f71\u54cd\u3002<\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

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