{"id":579157,"date":"2025-06-11T19:43:34","date_gmt":"2025-06-12T02:43:34","guid":{"rendered":"https:\/\/nai500.com\/?p=579157"},"modified":"2025-06-11T19:43:34","modified_gmt":"2025-06-12T02:43:34","slug":"%e9%94%81%e5%ae%9a%e4%b8%89%e5%8f%aa%e5%8a%a0%e6%8b%bf%e5%a4%a7%e6%a0%b8%e5%bf%83%e8%b5%84%e4%ba%a7%ef%bc%9a%e9%ab%98%e5%a2%9e%e9%95%bf%e7%a7%91%e6%8a%80%e9%98%b2%e5%be%a1%e6%80%a7%e5%9f%ba%e5%bb%ba","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/06\/%e9%94%81%e5%ae%9a%e4%b8%89%e5%8f%aa%e5%8a%a0%e6%8b%bf%e5%a4%a7%e6%a0%b8%e5%bf%83%e8%b5%84%e4%ba%a7%ef%bc%9a%e9%ab%98%e5%a2%9e%e9%95%bf%e7%a7%91%e6%8a%80%e9%98%b2%e5%be%a1%e6%80%a7%e5%9f%ba%e5%bb%ba\/","title":{"rendered":"\u9501\u5b9a\u4e09\u53ea\u52a0\u62ff\u5927\u6838\u5fc3\u8d44\u4ea7\uff1a\u9ad8\u589e\u957f\u79d1\u6280+\u9632\u5fa1\u6027\u57fa\u5efa+\u80a1\u606f\u80fd\u6e90"},"content":{"rendered":"

\u4f34\u968f\u8d38\u6613\u7d27\u5f20\u5c40\u52bf\u7f13\u548c\u4e0e\u4f01\u4e1a\u76c8\u5229\u56de\u6696\uff0c\u52a0\u62ff\u5927\u80a1\u5e02\u8fd1\u51e0\u5468\u4e70\u76d8\u6d3b\u8dc3\uff0c\u6807\u666e\/\u591a\u4f26\u591a\u8bc1\u4ea4\u6240\u7efc\u5408\u6307\u6570\u8f834\u6708\u4f4e\u70b9\u6500\u534718.9%\u3002\u7136\u800c\u5728\u8d38\u6613\u4fdd\u62a4\u4e3b\u4e49\u9634\u5f71\u4e0b\uff0c\u5168\u7403\u589e\u957f\u9690\u5fe7\u4ecd\u672a\u6d88\u6563\u3002\u9762\u5bf9\u4e0d\u786e\u5b9a\u6027\u524d\u666f\uff0c\u5206\u6790\u5e08\u5efa\u8bae\u6295\u8d44\u8005\u901a\u8fc7\u914d\u7f6e\u9ad8\u6210\u957f\u6027\u3001\u9632\u5fa1\u6027\u53ca\u5206\u7ea2\u578b\u80a1\u7968\u6784\u5efa\u5e73\u8861\u6295\u8d44\u7ec4\u5408\u3002<\/p>\n

\u57fa\u4e8e\u6b64\u903b\u8f91\uff0cCelestica\uff08TSX:CLS\uff09<\/a>\u3001Waste Connections\uff08TSX:WCN\uff09\u4e0eEnbridge\uff08TSX:ENB\uff09\u4e09\u53ea\u6807\u7684\u8131\u9896\u800c\u51fa\u3002<\/p>\n

Celestica\uff1a\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u9ad8\u6210\u957f\u80a1<\/h2>\n

\u4eba\u5de5\u667a\u80fd\u6d6a\u6f6e\u6b63\u5f3a\u529b\u52a9\u63a8\u7535\u5b50\u5236\u9020\u670d\u52a1\u5546Celestica\u7684\u4e1a\u7ee9\u817e\u98de\u3002\u8fc7\u53bb\u4e09\u5e74\uff0c\u8be5\u80a1\u7d2f\u8ba1\u56de\u62a5\u7387\u8fbe\u5230\u60ca\u4eba\u76841104%\uff08\u5e74\u5316131.5%\uff09\uff0c\u4e0a\u6da8\u52a8\u80fd\u6e90\u4e8e\u4eae\u773c\u7684\u8d22\u52a1\u8868\u73b0\u4e0e\u6df1\u5ea6\u53c2\u4e0eAI\u4ea7\u4e1a\u94fe\u3002<\/p>\n

\u6700\u65b0\u5b63\u62a5\u663e\u793a\uff0c\u516c\u53f8\u8425\u6536\u540c\u6bd4\u589e\u957f20%\uff0c\u5176\u4e2d\u8fde\u63a5\u4e0e\u4e91\u89e3\u51b3\u65b9\u6848\uff08CCS\uff09\u677f\u5757\u6fc0\u589e28%\uff0c\u5148\u8fdb\u6280\u672f\u89e3\u51b3\u65b9\u6848\uff08ATS\uff09\u677f\u5757\u589e\u957f5%\u3002\u786c\u4ef6\u5e73\u53f0\u89e3\u51b3\u65b9\u6848\u5355\u5b63\u6536\u5165\u66b4\u589e99%\u81f310\u4ebf\u52a0\u5143\uff0c\u663e\u8457\u63d0\u632fCCS\u6536\u5165\u3002\u968f\u7740AI\u57fa\u7840\u8bbe\u65bd\u9700\u6c42\u6301\u7eed\u6269\u5f20\uff0c\u7ba1\u7406\u5c42\u5df2\u5c062025\u5e74\u8425\u6536\u9884\u671f\u4e0a\u8c03\u81f3109\u4ebf\u52a0\u5143\uff08\u540c\u6bd4\u9884\u589e12.4%\uff09\uff0c\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u6709\u671b\u8fbe5.00\u52a0\u5143\uff08\u589e\u957f28.9%\uff09\u3002<\/p>\n

\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u5c3d\u7ba1\u589e\u957f\u524d\u666f\u5f3a\u52b2\uff0c\u8be5\u80a1\u672a\u676512\u4e2a\u6708\u7684\u5e02\u9500\u7387\u4ec51.2\u500d\uff0c\u4f30\u503c\u4f18\u52bf\u663e\u8457\u3002<\/p>\n

Waste Connections\uff1a\u6297\u5468\u671f\u7684\u9632\u5fa1\u6027\u6807\u7684<\/h2>\n

\u6df1\u8015\u65e0\u5bb3\u56fa\u4f53\u5e9f\u7269\u5904\u7406\u9886\u57df\u7684Waste Connections\uff0c\u5219\u51ed\u501f\u4e1a\u52a1\u5fc5\u9700\u5c5e\u6027\u6210\u4e3a\u62b5\u5fa1\u5e02\u573a\u6ce2\u52a8\u7684\u9632\u5fa1\u5821\u5792\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u805a\u7126\u7f8e\u52a0\u5730\u533a\u6b21\u7ea7\u548c\u4e13\u8425\u5e02\u573a\u964d\u4f4e\u7ade\u4e89\u5f3a\u5ea6\uff0c\u63d0\u5347\u5229\u6da6\u7387\uff0c2020\u5e74\u4ee5\u6765\u8c6a\u63b765\u4ebf\u52a0\u5143\u6536\u8d2d\u8d85110\u9879\u8d44\u4ea7\uff0c\u9a71\u52a8\u8fc7\u53bb\u4e94\u5e74\u5b9e\u73b0110%\u7684\u603b\u56de\u62a5\uff08\u5e74\u531616%\uff09\u3002<\/p>\n

\u5f53\u524d\u516c\u53f8\u6b63\u52a0\u901f\u5e03\u5c4012\u5ea7\u53ef\u518d\u751f\u6c14\u4f53\u5de5\u5382\uff0c\u9884\u8ba1\u660e\u5e74\u6295\u4ea7\u540e\u53ef\u8d21\u732e2\u4ebf\u52a0\u5143\u7684\u5e74\u5316EBITDA\u3002\u5728\u5f3a\u52b2\u73b0\u91d1\u6d41\u652f\u6491\u4e0b\uff0c\u7ba1\u7406\u5c42\u9884\u8ba1\u4eca\u5e74\u5e76\u8d2d\u6d3b\u52a8\u5c06\u9ad8\u4e8e\u5e73\u5747\u6c34\u5e73\u3002<\/p>\n

Enbridge\uff1a\u7a33\u5065\u5206\u7ea2\u578b\u80fd\u6e90\u80a1<\/h2>\n

\u4f5c\u4e3a\u5206\u7ea2\u578b\u8d44\u4ea7\u7684\u5178\u8303\uff0c\u80fd\u6e90\u5de8\u5934Enbridge\u5df2\u8fde\u7eed70\u5e74\u4e0d\u95f4\u65ad\u6d3e\u606f\uff0c\u8fd130\u5e74\u80a1\u606f\u5e74\u5316\u589e\u901f\u8fbe9%\uff0c\u5f53\u524d\u8fdc\u671f\u80a1\u606f\u7387\u9ad8\u8fbe6%\u3002\u6b64\u5916\uff0c\u7ba1\u7406\u5c42\u9884\u8ba12026\u5e74\u524d\u80a1\u606f\u5e74\u589e3%\uff0c\u4e4b\u540e\u63d0\u901f\u81f35%\uff0c\u4e3a\u6295\u8d44\u8005\u63d0\u4f9b\u6301\u7eed\u6536\u76ca\u4fdd\u969c\u3002<\/p>\n

\u8fd9\u5bb6\u4e2d\u6e38\u80fd\u6e90\u516c\u53f8\u7a7f\u8d8a\u7ecf\u6d4e\u5468\u671f\u7684\u97e7\u6027\u6e90\u4e8e\u72ec\u7279\u7684\u5546\u4e1a\u6a21\u5f0f\uff1a\u901a\u8fc7\u6536\u8d39\u5236\u7ba1\u9053\u8fd0\u8f93\u534f\u8bae\u53ca\u957f\u671f\u7167\u4ed8\u4e0d\u8bae\u5408\u540c\u8986\u76d6\u5317\u7f8e\u80fd\u6e90\u8f93\u9001\u7f51\u7edc\uff0c\u540c\u65f6\u8fd0\u8425\u4f4e\u98ce\u9669\u7684\u516c\u7528\u4e8b\u4e1a\u8d44\u4ea7\u4ee5\u53ca37\u4e2a\u53ef\u518d\u751f\u80fd\u6e90\u9879\u76ee\u3002\u56e0\u6b64\uff0cEnbridge\u7684\u73b0\u91d1\u6d41\u7a33\u5b9a\u800c\u53ef\u9760\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u516c\u53f8\u624b\u63e1\u672a\u6765\u4e94\u5e74500\u4ebf\u52a0\u5143\u7684\u589e\u957f\u673a\u9047\uff0c\u8ba1\u5212\u6bcf\u5e74\u6295\u516590-100\u4ebf\u52a0\u5143\u6269\u5c55\u56db\u5927\u4e1a\u52a1\u677f\u5757\u3002<\/p>\n

\u7ed3\u8bed<\/strong>\uff1a\u5c3d\u7ba1\u5e02\u573a\u4e0d\u786e\u5b9a\u6027\u72b9\u5b58\uff0cCelestica\uff08\u79d1\u6280\u589e\u957f\uff09\u3001Waste Connections\uff08\u9632\u5fa1\u7a33\u5065\uff09\u548cEnbridge\uff08\u5206\u7ea2\u4fdd\u969c\uff09\u4e09\u53ea\u80a1\u7968\u5206\u522b\u4ee3\u8868\u4e0d\u540c\u7684\u914d\u7f6e\u65b9\u5411\uff0c\u4e3a\u6295\u8d44\u8005\u6784\u5efa\u8d77\u4e00\u4e2a\u97e7\u6027\u7684\u6295\u8d44\u7ec4\u5408\u63d0\u4f9b\u4e86\u5173\u952e\u62fc\u56fe\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u4f34\u968f\u8d38\u6613\u7d27\u5f20\u5c40\u52bf\u7f13\u548c\u4e0e\u4f01\u4e1a\u76c8\u5229\u56de\u6696\uff0c\u52a0\u62ff\u5927\u80a1\u5e02\u8fd1\u51e0\u5468\u4e70\u76d8\u6d3b\u8dc3\uff0c\u6807\u666e\/\u591a\u4f26\u591a\u8bc1\u4ea4\u6240\u7efc\u5408\u6307\u6570\u8f834\u6708\u4f4e\u70b9\u6500\u534718.9 […]<\/p>\n","protected":false},"author":27,"featured_media":572215,"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":[2146,2247,558,1859],"class_list":["post-579157","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-2146","tag-2247","tag-558","tag-1859","sectors-oil-gas-zh-hans","sectors-technology-zh-hans","locations-canada-zh-hans","exchange-tsx-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/579157","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=579157"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/579157\/revisions"}],"predecessor-version":[{"id":579163,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/579157\/revisions\/579163"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/572215"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=579157"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=579157"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=579157"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}