{"id":545791,"date":"2024-07-14T23:39:20","date_gmt":"2024-07-15T06:39:20","guid":{"rendered":"https:\/\/nai500.com\/?p=545791"},"modified":"2024-07-14T23:39:20","modified_gmt":"2024-07-15T06:39:20","slug":"%e4%b9%9d%e5%8f%aa%e6%b4%be%e6%81%af%e7%9a%84%e7%be%8e%e8%82%a1%e6%88%90%e9%95%bf%e8%82%a1%ef%bc%8c%e8%82%a1%e6%81%af%e7%8e%87%e4%b8%8d%e4%bd%8e%e4%ba%8e2-4","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2024\/07\/%e4%b9%9d%e5%8f%aa%e6%b4%be%e6%81%af%e7%9a%84%e7%be%8e%e8%82%a1%e6%88%90%e9%95%bf%e8%82%a1%ef%bc%8c%e8%82%a1%e6%81%af%e7%8e%87%e4%b8%8d%e4%bd%8e%e4%ba%8e2-4\/","title":{"rendered":"\u4e5d\u53ea\u6d3e\u606f\u7684\u7f8e\u80a1\u6210\u957f\u80a1\uff0c\u80a1\u606f\u7387\u4e0d\u4f4e\u4e8e2.4%"},"content":{"rendered":"

\u6295\u8d44\u8005\u7684\u9700\u6c42\u8d8a\u6765\u8d8a\u201c\u53fc\u201d\uff0c\u4e0d\u5c11\u4eba\u65e2\u8981\u7a33\u5b9a\u6536\u5165\uff0c\u53c8\u8981\u4f01\u4e1a\u6210\u957f\uff0c\u8fd9\u4e00\u9700\u6c42\u4f7f\u5f97\u4e00\u4e9b\u65e2\u80fd\u63d0\u4f9b\u4e30\u539a\u80a1\u606f\uff0c\u53c8\u62e5\u6709\u6210\u957f\u6f5c\u529b\u7684\u80a1\u7968\u8131\u9896\u800c\u51fa\u3002\u800c\u4e14\uff0c\u8fd9\u4e9b\u6d3e\u606f\u7684\u7f8e\u80a1\u6210\u957f\u80a1\u5e76\u4e0d\u662f\u7c7b\u4f3c\u5fae\u8f6fMicrosoft\uff08NASDAQ:MSFT\uff09\u548c\u82f9\u679cApple\uff08NASDAQ:AAPL\uff09\u8fd9\u6837\u7684\u80a1\u606f\u7387\u4e0d\u52301%\u7684\u79d1\u6280\u5de8\u5934\uff0c\u4e5f\u4e0d\u662f\u54ea\u4e9b\u6ca1\u6709\u589e\u957f\u52a8\u529b\u7684\u201c\u6c89\u7761\u7684\u201d\u84dd\u7b79\u80a1\u3002<\/p>\n

\u672c\u6587\u5c06\u8981\u4ecb\u7ecd\u4e86\u4e5d\u53ea\u7f8e\u80a1\u6210\u957f\u80a1\u4e0d\u4ec5\u80a1\u606f\u7387\u4e0d\u4f4e\u4e8e2.4%\uff0c\u76f8\u6bd4\u6807\u666e500\u6307\u6570\u9ad8\u51fa\u5927\u7ea6\u4e00\u4e2a\u767e\u5206\u70b9\uff0c\u800c\u4e14\u6709\u671b\u5728\u672a\u6765\u51e0\u5e74\u5b9e\u73b0\u8425\u6536\u6216\u5229\u6da6\u7684\u663e\u8457\u589e\u957f\u3002<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n
\u80a1\u7968<\/strong><\/td>\n\u5e02\u503c<\/strong><\/td>\n\u80a1\u606f\u7387<\/strong>*<\/strong><\/td>\n<\/tr>\n
Archrock Inc. (AROC)<\/td>\n31\u4ebf\u7f8e\u5143<\/td>\n3.2%<\/td>\n<\/tr>\n
Arcos Dorados Holdings Inc. (ARCO)<\/td>\n20\u4ebf\u7f8e\u5143<\/td>\n2.5%<\/td>\n<\/tr>\n
Baker Hughes Co. (BKR)<\/td>\n334\u4ebf\u7f8e\u5143<\/td>\n2.5%<\/td>\n<\/tr>\n
Essential Properties Realty Trust Inc. (EPRT)<\/td>\n49\u4ebf\u7f8e\u5143<\/td>\n4.1%<\/td>\n<\/tr>\n
Extra Space Storage Inc. (EXR)<\/td>\n325\u4ebf\u7f8e\u5143<\/td>\n4.2%<\/td>\n<\/tr>\n
Hannon Armstrong Sustainable Infrastructure Capital Inc. (HASI)<\/td>\n33\u4ebf\u7f8e\u5143<\/td>\n5.6%<\/td>\n<\/tr>\n
Inter Parfums Inc. (IPAR)<\/td>\n37\u4ebf\u7f8e\u5143<\/td>\n2.4%<\/td>\n<\/tr>\n
Opera Ltd. (OPRA)<\/td>\n12\u4ebf\u7f8e\u5143<\/td>\n5.8%<\/td>\n<\/tr>\n
Trinity Industries Inc. (TRN)<\/td>\n24\u4ebf\u7f8e\u5143<\/td>\n3.8%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

*<\/em>\u622a\u81f3<\/em>7<\/em>\u6708<\/em>9<\/em>\u65e5\u6536\u76d8\u3002<\/em><\/p>\n

1. Archrock Inc.\uff08AROC\uff09<\/a><\/h2>\n

\u603b\u90e8\u4f4d\u4e8e\u4f11\u65af\u987f\u7684Archrock\u662f\u4e00\u5bb6\u4e13\u6ce8\u4e8e\u5929\u7136\u6c14\u538b\u7f29\u4e1a\u52a1\u7684\u80fd\u6e90\u670d\u52a1\u516c\u53f8\uff0c\u63d0\u4f9b\u8bbe\u8ba1\u3001\u5b89\u88c5\u53ca\u8bbe\u5907\u7ef4\u62a4\u670d\u52a1\u3002\u7a33\u5065\u7684\u4e1a\u52a1\u5e26\u6765\u7684\u662f\u7a33\u5b9a\u7684\u5206\u7ea2\uff0c\u4eca\u5e742\u6708\u521a\u521a\u4e0a\u8c03\u81f3\u6bcf\u80a116.5\u7f8e\u5206\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u516c\u53f8\u9884\u8ba12024\u8d22\u5e74\u7684\u6bcf\u80a1\u6536\u76ca\u5c06\u4ece\u4e0a\u8d22\u5e74\u768467\u7f8e\u5206\u8dc3\u5347\u81f31.07\u7f8e\u5143\uff0c2025\u8d22\u5e74\u9884\u8ba1\u8fbe\u52301.26\u7f8e\u5143\u3002<\/p>\n

2. Arcos Dorados Holdings Inc.\uff08ARCO\uff09<\/h2>\n

Arcos Dorados\u610f\u4e3a\u201c\u91d1\u8272\u62f1\u95e8\u201d\uff0c\u8be5\u516c\u53f8\u5728\u4e4c\u62c9\u572d\u6ce8\u518c\uff0c\u62e5\u6709\u5728\u62c9\u4e01\u7f8e\u6d3220\u4e2a\u56fd\u5bb6\u7ecf\u8425\u9ea6\u5f53\u52b3(McDonald’s)\u7279\u8bb8\u7ecf\u8425\u9910\u5385\u7684\u72ec\u5bb6\u6743\u5229\u3002\u968f\u7740\u62c9\u7f8e\u5730\u533a\u6d88\u8d39\u8005\u9636\u5c42\u7684\u4e0d\u65ad\u58ee\u5927\u4ee5\u53caGDP\u7684\u5feb\u901f\u589e\u957f\uff0c\u516c\u53f8\u6709\u671b\u5b9e\u73b0\u6536\u5165\u548c\u5229\u6da6\u7684\u7a33\u6b65\u589e\u957f\u3002<\/p>\n

3. \u8d1d\u514b\u4f11\u65afBaker Hughes\uff08NASDAQ:BKR\uff09<\/h2>\n

\u8d1d\u514b\u4f11\u65af\u662f\u8be5\u540d\u5355\u4e2d\u5e02\u503c\u6700\u5927\u7684\u516c\u53f8\uff0c\u6d89\u8db3\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u884c\u4e1a\u7684\u5404\u4e2a\u73af\u8282\uff0c\u516c\u53f8\u5728\u80fd\u6e90\u670d\u52a1\u9886\u57df\u5360\u6709\u91cd\u8981\u5730\u4f4d\u3002\u8be5\u516c\u53f8\u4eca\u5e74\u4ee5\u53ca\u4e0b\u4e00\u8d22\u5e74\u7684\u8425\u6536\u589e\u901f\u9884\u8ba1\u5c06\u8fbe\u52305%-10%\uff0c2024\u8d22\u5e74\u7684\u6bcf\u80a1\u6536\u76ca\u9884\u8ba1\u5c06\u4ece\u4e0a\u5e74\u76841.60\u7f8e\u5143\u589e\u957f\u81f32.05\u7f8e\u5143\uff0c2025\u8d22\u5e74\u8fdb\u4e00\u6b65\u589e\u957f\u81f32.53\u7f8e\u5143\u3002<\/p>\n

4. Essential Properties Realty Trust Inc.\uff08EPRT\uff09<\/h2>\n

Essential Properties\u662f\u4e00\u5bb6\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u516c\u53f8(REIT)\uff0c\u4e13\u6ce8\u4e8e\u7f8e\u56fd\u7684\u5355\u79df\u6237\u7269\u4e1a\uff08\u6570\u91cf\u8d85\u8fc71900\u5957\uff09\u3002\u516c\u53f8\u62e5\u6709\u5c06\u8fd1400\u5bb6\u516c\u53f8\u5ba2\u6237\uff0c\u5305\u62ec\u6d17\u8f66\u573a\u3001\u6258\u513f\u6240\u548c\u533b\u7597\/\u7259\u79d1\u7b49\u3002\u56e0\u4e3a\u662fREIT\uff0c\u516c\u53f8\u5fc5\u987b\u5c0690%\u7684\u5e94\u7a0e\u6536\u5165\u5206\u914d\u7ed9\u80a1\u4e1c\uff0c\u56e0\u6b64\u80a1\u606f\u4e30\u539a\u3002\u6700\u540e\uff0c\u8be5\u516c\u53f82024\u548c2025\u8d22\u5e74\u7684\u6536\u5165\u589e\u901f\u9884\u8ba1\u5c06\u572820%\u5de6\u53f3\u3002<\/p>\n

5. Extra Space Storage Inc.\uff08EXR\uff09<\/h2>\n

Extra Space Storage\u662f\u7f8e\u56fd\u6700\u5927\u7684\u81ea\u52a9\u4ed3\u50a8\u8fd0\u8425\u5546\uff0c\u5bf9\u5916\u79df\u8d41\u7ea6260\u4e07\u4e2a\u4ed3\u5e93\uff0c\u9762\u79ef\u7ea62.83\u4ebf\u5e73\u65b9\u82f1\u5c3a\u3002\u51ed\u501f\u89c4\u6a21\u4f18\u52bf\u4ee5\u53ca\u53ef\u9760\u7684\u6536\u5165\uff0c\u8be5\u516c\u53f8\u63d0\u4f9b\u53ef\u89c2\u7684\u80a1\u606f\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u5f97\u76ca\u4e8eLife Storage\u7684\u6536\u8d2d\uff0c\u8be5REIT 2024\u5e74\u7684\u6536\u5165\u9884\u8ba1\u5c06\u589e\u957f30%\u3002<\/p>\n

6. Hannon Armstrong Sustainable Infrastructure Capital Inc.\uff08HASI\uff09<\/h2>\n

Hannon Armstrong Sustainable Infrastructure Capital\u662f\u4e00\u5bb6\u62e5\u6709\u7f8e\u56fd\u8282\u80fd\u3001\u53ef\u518d\u751f\u80fd\u6e90\u548c\u53ef\u6301\u7eed\u9879\u76ee\u6743\u76ca\u4efd\u989d\u7684\u623f\u5730\u4ea7\u878d\u8d44\u516c\u53f8\uff0c\u6c14\u5019\u53d8\u5316\u548c\u7eff\u8272\u80fd\u6e90\u8f6c\u578b\u4e3a\u5176\u63d0\u4f9b\u4e86\u6210\u957f\u6027\u3002\u4eca\u5e741\u67081\u65e5\u8d77\uff0c\u8be5\u516c\u53f8\u7c7b\u578b\u4eceREIT\u66f4\u6362\u4e3aC\u7c7b\u516c\u53f8\uff0c\u4f46\u6d3e\u606f\u4f9d\u7136\u4e30\u539a\uff0c4\u6708\u521a\u521a\u5c06\u5b63\u5ea6\u6d3e\u606f\u4ece\u539f\u6765\u7684\u6bcf\u80a139.5\u7f8e\u5206\u63d0\u534741.5\u7f8e\u5206\u3002<\/p>\n

7. Inter Parfums Inc.\uff08IPAR\uff09<\/h2>\n

Inter Parfums\u662f\u4e00\u5bb6\u751f\u4ea7\u548c\u9500\u552e\u9999\u6c34\u53ca\u5316\u5986\u54c1\u7684\u516c\u53f8\uff0c\u65d7\u4e0b\u54c1\u724c\u5305\u62ecCoach\u3001Jimmy Choo\u3001Kate Spade\u3001Abercrombie & Fitch\u3001GUESS\u548cHollister\u7b49\u3002\u6700\u8fd1\uff0c\u5f97\u76ca\u4e8e\u5f3a\u52b2\u7684\u6d88\u8d39\u73af\u5883\uff0c\u516c\u53f82024\u5e74\u7684\u8425\u6536\u589e\u957f\u9884\u8ba1\u8fbe\u523010%\uff0c2025\u5e74\u5c06\u63a5\u8fd19%\u3002\u6b64\u5916\uff0c3\u6708\u516c\u53f8\u8fd8\u5c06\u80a1\u606f\u4ece\u53bb\u5e74\u768462.5\u7f8e\u5206\u63d0\u5347\u81f375\u7f8e\u5206\u3002<\/p>\n

8. Opera Ltd.\uff08OPRA\uff09<\/h2>\n

\u603b\u90e8\u4f4d\u4e8e\u632a\u5a01\u7684Opera\u516c\u53f8\u63d0\u4f9b\u79fb\u52a8\u548cPC\u7f51\u9875\u6d4f\u89c8\u670d\u52a1\uff0cAI\u9a71\u52a8\u7684\u4e2a\u6027\u5316\u65b0\u95fb\u53d1\u73b0\u548c\u805a\u5408\u670d\u52a1\uff0c\u89c6\u9891\u5e73\u53f0\u4ee5\u53ca\u7535\u5546\u670d\u52a1\u7b49\u3002\u867d\u7136\u82f1\u8bed\u5e02\u573a\u4efd\u989d\u8f83\u5c0f\uff0c\u4f46\u8be5\u516c\u53f8\u5728\u5317\u6b27\u5730\u533a\u626e\u6f14\u91cd\u8981\u7684\u89d2\u8272\u3002\u5206\u6790\u5e08\u9884\u8ba12024\u548c2025\u8d22\u5e74\u7684\u8425\u6536\u5c06\u589e\u957f\u7ea615%\u3002\u516c\u53f8\u4e00\u5e74\u6d3e\u606f\u4e24\u6b21\uff0c\u603b\u8ba1\u6bcf\u80a141\u7f8e\u5206\uff0c\u5e74\u80a1\u606f\u7387\u9ad8\u8fbe6%\u3002<\/p>\n

9. Trinity Industries Inc.\uff08TRN\uff09<\/h2>\n

Trinity\u662f\u4e00\u5bb6\u4e13\u6ce8\u4e8e\u8f68\u9053\u8f66\u79df\u8d41\u548c\u5236\u9020\u7684\u516c\u53f8\u3002\u516c\u53f8\u6210\u7acb\u4e8e1933\u5e74\uff0c\u662f\u94c1\u8def\u9886\u57df\u5907\u53d7\u5c0a\u91cd\u7684\u53c2\u4e0e\u8005\u3002\u516c\u53f8\u4eca\u5e74\u7684\u6bcf\u80a1\u6536\u76ca\u9884\u8ba1\u5c06\u589e\u957f\u8d85\u8fc710%\uff0c2025\u8d22\u5e74\u7684\u589e\u901f\u9884\u8ba1\u5c06\u8d85\u8fc730%\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u6295\u8d44\u8005\u7684\u9700\u6c42\u8d8a\u6765\u8d8a\u201c\u53fc\u201d\uff0c\u4e0d\u5c11\u4eba\u65e2\u8981\u7a33\u5b9a\u6536\u5165\uff0c\u53c8\u8981\u4f01\u4e1a\u6210\u957f\uff0c\u8fd9\u4e00\u9700\u6c42\u4f7f\u5f97\u4e00\u4e9b\u65e2\u80fd\u63d0\u4f9b\u4e30\u539a\u80a1\u606f\uff0c\u53c8\u62e5\u6709\u6210\u957f\u6f5c\u529b\u7684 […]<\/p>\n","protected":false},"author":27,"featured_media":405481,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,430],"tags":[2155,519,2247,1859],"class_list":["post-545791","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-2155","tag-519","tag-2247","tag-1859","sectors-real-estate-zh-hans","sectors-1602","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\/545791","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\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=545791"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/545791\/revisions"}],"predecessor-version":[{"id":545796,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/545791\/revisions\/545796"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/405481"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=545791"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=545791"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=545791"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}