{"id":585837,"date":"2025-07-30T22:41:47","date_gmt":"2025-07-31T05:41:47","guid":{"rendered":"https:\/\/nai500.com\/?p=585837"},"modified":"2025-07-30T22:44:29","modified_gmt":"2025-07-31T05:44:29","slug":"%e4%bd%8e%e4%bc%b0-%e8%82%a1%e6%81%af-%e6%98%8e%e7%8f%a0-%e4%b8%89%e5%8f%aa-%e7%be%8e%e8%82%a1-2025%e5%b9%b4-%e4%b8%8b%e5%8d%8a%e5%b9%b4","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/07\/%e4%bd%8e%e4%bc%b0-%e8%82%a1%e6%81%af-%e6%98%8e%e7%8f%a0-%e4%b8%89%e5%8f%aa-%e7%be%8e%e8%82%a1-2025%e5%b9%b4-%e4%b8%8b%e5%8d%8a%e5%b9%b4\/","title":{"rendered":"\u88ab\u4f4e\u4f30\u7684\u80a1\u606f\u660e\u73e0\uff1a\u8fd9\u4e09\u53ea\u7f8e\u80a1\u6216\u62102025\u5e74\u4e0b\u534a\u5e74\u9ed1\u9a6c"},"content":{"rendered":"

\u5728\u6807\u666e500\u6307\u6570\u5e74\u5185\u4e0a\u6da85.5%\u7684\u80cc\u666f\u4e0b\uff0c\u4e09\u53ea\u7f8e\u80a1\u80a1\u606f\u80a1\u7968Brookfield Infrastructure<\/b><\/strong>\u00a0(<\/b><\/strong>BIP<\/b><\/strong><\/a>)<\/b><\/strong>\u3001Whirlpool<\/b><\/strong>\u00a0(<\/b><\/strong>WHR<\/b><\/strong><\/a>)<\/b><\/strong>\u548c\u9676\u6c0f\u5316\u5b66Dow<\/b><\/strong>\u00a0(<\/b><\/strong>DOW<\/b><\/strong><\/a>)<\/b><\/strong>\u5374\u663e\u8457\u8dd1\u8f93\u5927\u76d8\u3002\u4f46\u6df1\u5165\u5206\u6790\u663e\u793a\uff0c\u8fd9\u4e09\u53ea\u9ad8\u80a1\u606f\u80a1\u6b63\u5b55\u80b2\u7740\u7f55\u89c1\u7684\u201c\u80a1\u606f+\u8d44\u672c\u589e\u503c\u201d\u673a\u4f1a\u3002<\/p>\n

1. Brookfield Infrastructure\uff08\u80a1\u606f\u73874.1%\uff09<\/b><\/strong><\/h3>\n

AI\u6d6a\u6f6e\u4e2d\u7684\u9690\u853d\u8d62\u5bb6<\/b><\/strong><\/p>\n

\u8fd9\u5bb6\u57fa\u7840\u8bbe\u65bd\u5de8\u5934\u5e74\u5185\u4ec5\u4e0a\u6da84.9%\uff0c\u4f46\u5176\u6570\u636e\u4e2d\u5fc3\u8d44\u4ea7\uff08\u5360\u8fd0\u8425\u8d44\u91d113%\uff09\u5c1a\u672a\u88ab\u5e02\u573a\u5145\u5206\u5b9a\u4ef7\u3002\u968f\u7740AI\u7b97\u529b\u9700\u6c42\u7206\u53d1\uff0c\u8be5\u516c\u53f8\u8ba1\u5212\u6269\u5927\u6570\u636e\u4e2d\u5fc3\u7ec4\u5408\u89c4\u6a21\u3002\u91cd\u8981\u7684\u662f\uff0c\u8be5\u80a1\u5f53\u524d\u80a1\u4ef7\u4ec5\u4e3a\u8fd0\u8425\u73b0\u91d1\u6d41\u76843.3\u500d\uff0c\u663e\u8457\u4f4e\u4e8e\u4e94\u5e74\u5747\u503c4\u500d\u3002<\/p>\n

\u534e\u5c14\u8857\u8d44\u6df1\u5206\u6790\u5e08Scott Levine\u6307\u51fa\uff0c\u201c\u5f53\u534a\u5bfc\u4f53\u80a1\u7968\u7099\u624b\u53ef\u70ed\u65f6\uff0c\u6295\u8d44\u8005\u5ffd\u7565\u4e86\u50cfBrookfield\u8fd9\u6837\u63d0\u4f9b\u7a33\u5b9a\u73b0\u91d1\u6d41\u7684\u5e95\u5c42\u8d44\u4ea7\uff0c\u5176\u5168\u7403\u6536\u8d39\u516c\u8def\u3001\u8f93\u7535\u7f51\u548c\u6570\u636e\u4e2d\u5fc3\u7ec4\u6210\u7684\u6297\u901a\u80c0\u7ec4\u5408\uff0c\u6709\u671b\u5728\u4e0b\u534a\u5e74\u91cd\u4f30\u3002\u201d<\/p>\n

2. <\/b><\/strong>Whirlpool<\/b><\/strong>\uff08\u80a1\u606f\u73876.8%\uff09<\/b><\/strong><\/h3>\n

\u8d38\u6613\u58c1\u5792\u7684\u6700\u5927\u53d7\u76ca\u8005<\/b><\/strong><\/p>\n

\u5c3d\u7ba1\u623f\u5730\u4ea7\u4f4e\u8ff7\u62d6\u7d2f\u5bb6\u7535\u9700\u6c42\uff0c\u4f46Whirlpool\u8fd180%\u7f8e\u56fd\u9500\u552e\u4e3a\u672c\u571f\u751f\u4ea7\u7684\u72ec\u7279\u4f18\u52bf\u6b63\u5728\u663e\u73b0\u3002\u7279\u6717\u666e\u653f\u5e9c\u8fd1\u671f\u62df\u5835\u622a\u4e2d\u56fd\u94a2\u6750\u907f\u7a0e\u6f0f\u6d1e\uff0c\u53ef\u80fd\u8fdb\u4e00\u6b65\u524a\u5f31\u4e9a\u6d32\u7ade\u4e89\u5bf9\u624b\u3002<\/p>\n

\u9ad8\u76db\u5927\u5b97\u5546\u54c1\u56e2\u961f\u5728\u8fd1\u671f\u7684\u4e00\u4efd\u62a5\u544a\u4e2d\u6307\u51fa\uff0c\u201cWhirlpool\u77ed\u671f\u8d22\u62a5\u53ef\u80fd\u627f\u538b\uff0c\u4f46\u5173\u7a0e\u653f\u7b56\u5c06\u91cd\u5851\u884c\u4e1a\u683c\u5c40\u3002\u201d\u8be5\u80a1\u5f53\u524d\u5e02\u51c0\u7387\u4ec50.9\u500d\uff0c\u63a5\u8fd12008\u5e74\u91d1\u878d\u5371\u673a\u4f4e\u4f4d\uff0c\u4f46\u81ea\u7531\u73b0\u91d1\u6d41\u4ecd\u8986\u76d6\u80a1\u606f\u652f\u51fa\u76841.8\u500d\u3002<\/p>\n

3. \u9676\u6c0f\u5316\u5b66\uff08\u80a1\u606f\u73875.6%\uff09<\/b><\/strong><\/h3>\n

\u5468\u671f\u5e95\u90e8\u7684\u4ef7\u503c\u9677\u9631<\/b><\/strong>\uff1f<\/b><\/strong><\/p>\n

\u8be5\u516c\u53f87\u670824\u65e5\u5ba3\u5e03\u80a1\u606f\u51cf\u534a\u7684\u6d88\u606f\u5bfc\u81f4\u80a1\u4ef7\u5355\u65e5\u66b4\u8dcc17.5%\uff0c\u4f46\u8fd9\u4e00\u6fc0\u8fdb\u4e3e\u63aa\u6bcf\u5e74\u53ef\u8282\u77019.9\u4ebf\u7f8e\u5143\u2014\u2014\u76f8\u5f53\u4e8e\u517610\u4ebf\u7f8e\u5143\u6210\u672c\u524a\u51cf\u8ba1\u5212\u7684\u8d44\u91d1\u89c4\u6a21\u3002\u8be5\u516c\u53f8\u9996\u5e2d\u6267\u884c\u5b98Jim Fitterling\u5f3a\u8c03\uff1a\u201c\u6211\u4eec\u6b63\u5728\u4e3a\u884c\u4e1a\u590d\u82cf\u50a8\u5907\u5f39\u836f\u3002\u201d<\/p>\n

\u5c3d\u7ba1\u5316\u5de5\u884c\u4e1a\u9762\u4e34\u4ea7\u80fd\u8fc7\u5269\uff0c\u4f46\u9676\u6c0f\u901a\u8fc7\u8d44\u4ea7\u51fa\u552e\u5df2\u79ef\u7d2f\u5145\u8db3\u73b0\u91d1\u7f13\u51b2\u3002\u5f53\u524d\u4f01\u4e1a\u4ef7\u503c\/EBITDA\u4ec56.2\u500d\uff0c\u4f4e\u4e8e\u540c\u884cLyondellBasell\u76847.5\u500d\u3002<\/p>\n

\u5173\u952e\u6570\u636e\u5bf9\u6bd4<\/b><\/strong><\/p>\n\n\n\n\n\n\n
\u516c\u53f8<\/b><\/strong><\/td>\n\u80a1\u606f\u7387<\/b><\/strong><\/td>\n\u80a1\u4ef7\/\u73b0\u91d1\u6d41<\/b><\/strong><\/td>\n\u81ea\u7531\u73b0\u91d1\u6d41\u8986\u76d6\u7387<\/b><\/strong><\/td>\n\u5e74\u5185\u8868\u73b0<\/b><\/strong><\/td>\n<\/tr>\n
Brookfield Infra<\/td>\n4.1%<\/td>\n3.3x<\/td>\n2.1x<\/td>\n+4.9%<\/td>\n<\/tr>\n
\u60e0\u800c\u6d66<\/td>\n6.8%<\/td>\n5.8x<\/td>\n1.8x<\/td>\n-18.3%<\/td>\n<\/tr>\n
\u9676\u6c0f\u5316\u5b66<\/td>\n5.6%<\/td>\n4.5x<\/td>\n1.2x<\/td>\n-29.7%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u6295\u8d44\u903b\u8f91<\/b><\/strong><\/p>\n

\u9006\u5411\u5e03\u5c40<\/b><\/strong>\uff1a\u4e09\u5bb6\u516c\u53f8\u5747\u5904\u4e8e\u4f30\u503c\u6d3c\u5730\uff0c\u5e02\u51c0\u7387\u5747\u4f4e\u4e8e\u884c\u4e1a\u5747\u503c<\/p>\n

\u50ac\u5316\u5242\u660e\u786e<\/b><\/strong>\uff1aAI\u57fa\u5efa\u6269\u5f20\u3001\u8d38\u6613\u653f\u7b56\u7ea2\u5229\u3001\u5316\u5de5\u5468\u671f\u53cd\u8f6c<\/p>\n

\u5b89\u5168\u8fb9\u9645<\/b><\/strong>\uff1a\u5373\u4fbf\u80a1\u606f\u8c03\u6574\u540e\uff0c\u6536\u76ca\u7387\u4ecd\u663e\u8457\u9ad8\u4e8e10\u5e74\u671f\u7f8e\u503a\uff08\u73b03.8%\uff09<\/p>\n

\u6469\u6839\u5927\u901a\u91cf\u5316\u6a21\u578b\u663e\u793a\uff0c\u7c7b\u4f3c\u201c\u9ad8\u80a1\u606f+\u8d85\u8dcc\u201d\u7ec4\u5408\u5728\u8870\u9000\u672b\u671f\u5e73\u574712\u4e2a\u6708\u56de\u62a5\u7387\u8fbe27%\u3002\u5bf9\u4e8e\u80fd\u627f\u53d7\u77ed\u671f\u6ce2\u52a8\u7684\u6295\u8d44\u8005\uff0c\u5f53\u524d\u6216\u662f\u96be\u5f97\u7684\u201c\u6361\u6f0f\u201d\u65f6\u673a\u3002<\/p>\n

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

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