{"id":612849,"date":"2026-01-04T21:46:07","date_gmt":"2026-01-05T05:46:07","guid":{"rendered":"https:\/\/nai500.com\/?p=612849"},"modified":"2026-01-04T21:46:07","modified_gmt":"2026-01-05T05:46:07","slug":"%e8%bf%8e%e6%88%982026%ef%bc%9a%e8%bf%99%e4%ba%9btsx%e8%82%a1%e7%a5%a8%e5%b0%86%e5%8f%97%e7%9b%8a%e4%ba%8e%e5%8d%a1%e5%b0%bc%e6%80%bb%e7%90%86%e7%9a%84%e5%9b%bd%e5%ae%b6%e5%bb%ba%e8%ae%be%e9%a1%b9","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/01\/%e8%bf%8e%e6%88%982026%ef%bc%9a%e8%bf%99%e4%ba%9btsx%e8%82%a1%e7%a5%a8%e5%b0%86%e5%8f%97%e7%9b%8a%e4%ba%8e%e5%8d%a1%e5%b0%bc%e6%80%bb%e7%90%86%e7%9a%84%e5%9b%bd%e5%ae%b6%e5%bb%ba%e8%ae%be%e9%a1%b9\/","title":{"rendered":"\u8fce\u62182026\uff1a\u8fd9\u4e9bTSX\u80a1\u7968\u5c06\u53d7\u76ca\u4e8e\u5361\u5c3c\u603b\u7406\u7684\u56fd\u5bb6\u5efa\u8bbe\u9879\u76ee"},"content":{"rendered":"

\u52a0\u62ff\u5927\u603b\u7406\u9a6c\u514b\u00b7\u5361\u5c3c\uff08Mark Carney\uff09\u529b\u63a8\u76842026\u5e74\u56fd\u5bb6\u5efa\u8bbe\u8bae\u7a0b\uff0c\u6b63\u4e3a\u8d44\u672c\u5e02\u573a\u52fe\u52d2\u51fa\u4e00\u5e45\u6e05\u6670\u7684\u6295\u8d44\u8def\u7ebf\u56fe\u3002\u8be5\u8bae\u7a0b\u4ee5\u5927\u89c4\u6a21\u57fa\u7840\u8bbe\u65bd\u3001\u80fd\u6e90\u53ca\u5173\u952e\u77ff\u7269\u652f\u51fa\u4e3a\u6838\u5fc3\uff0c\u65e8\u5728\u5f3a\u5316\u672c\u56fd\u7ecf\u6d4e\u4e0e\u5168\u7403\u5730\u4f4d\u3002\u5728\u8fd9\u4e00\u653f\u5e9c\u5f3a\u529b\u652f\u6301\u7684\u80cc\u666f\u4e0b\uff0c\u80fd\u6e90\u3001\u6838\u80fd\u4e0e\u77ff\u4ea7\u9886\u57df\u7684\u672c\u571f\u4f9b\u5e94\u5546\u5c06\u8fce\u6765\u5f3a\u52b2\u4e1c\u98ce\u3002<\/p>\n

\u5176\u4e2d\uff0cPembina Pipeline (TSX:PPL)<\/a>\u3001Cameco Corporation (TSX:CCO) <\/a>\u548c Nouveau Monde Graphite (TSX:NOU) <\/a>\u56e0\u5176\u5728\u5173\u952e\u9886\u57df\u7684\u6218\u7565\u5730\u4f4d\uff0c\u88ab\u89c6\u4e3a\u53c2\u4e0e\u6b64\u8f6e\u56fd\u5bb6\u5efa\u8bbe\u6d6a\u6f6e\u7684\u5fc5\u5907\u6295\u8d44\u9009\u62e9\u3002<\/p>\n

\u5361\u5c3c\u603b\u7406\u5ba3\u5e03\u7684\u4e94\u9879\u91cd\u5927\u56fd\u5bb6\u5efa\u8bbe\u9879\u76ee\u662f\u8bae\u7a0b\u7684\u652f\u67f1\uff0c\u5305\u62ec\uff1a<\/p>\n

    \n
  1. LNG Canada\u4e8c\u671f\u9879\u76ee<\/strong>\uff1a\u4f4d\u4e8e\u4e0d\u5217\u98a0\u54e5\u4f26\u6bd4\u4e9a\u7701Kitimat\uff0c\u65e8\u5728\u5b9e\u73b0\u6db2\u5316\u5929\u7136\u6c14\u4ea7\u80fd\u7ffb\u500d\uff0c\u63d0\u5347\u52a0\u62ff\u5927\u5728\u5168\u7403\u80fd\u6e90\u5e02\u573a\u7684\u5730\u4f4d\u3002<\/li>\n
  2. Darlington\u65b0\u6838\u7535\u9879\u76ee<\/strong>\uff1a\u4f4d\u4e8e\u5b89\u5927\u7565\u7701\u514bClarington\uff0c\u91cd\u70b9\u5f00\u53d1\u88ab\u89c6\u4e3a\u6e05\u6d01\u80fd\u6e90\u8f6c\u578b\u5173\u952e\u7684\u5c0f\u578b\u6a21\u5757\u5316\u53cd\u5e94\u5806\u3002<\/li>\n
  3. Contrecoeur\u96c6\u88c5\u7bb1\u7801\u5934\u9879\u76ee<\/strong>\uff1a\u65e8\u5728\u6269\u5efa\u8499\u7279\u5229\u5c14\u6e2f\uff0c\u63d0\u5347\u96c6\u88c5\u7bb1\u5904\u7406\u80fd\u529b\u53ca\u8d38\u6613\u7269\u6d41\u6548\u7387\u3002<\/li>\n
  4. McIlvenna Bay Foran\u94dc\u77ff\u9879\u76ee<\/strong>\uff1a\u4f4d\u4e8e\u8428\u65af\u5580\u5f7b\u6e29\u7701\uff0c\u5c06\u63d0\u5347\u5bf9\u73b0\u4ee3\u79d1\u6280\u548c\u7eff\u8272\u80fd\u6e90\u81f3\u5173\u91cd\u8981\u7684\u94dc\u4ea7\u91cf\u3002<\/li>\n
  5. \u672a\u6765\u9879\u76ee\u50a8\u5907<\/strong>\uff1a\u5305\u62ec\u5927\u897f\u6d0b\u5730\u533a\u7684\u98ce\u7535\u3001\u963f\u5c14\u4f2f\u5854\u7701\u7684\u78b3\u6355\u96c6\u4ee5\u53ca\u5317\u90e8\u5730\u533a\u7684\u57fa\u7840\u8bbe\u65bd\u6539\u5584\u7b49\u3002<\/li>\n<\/ol>\n

    \u8fd9\u4e9b\u9879\u76ee\u7684\u6210\u529f\u5b9e\u65bd\u9ad8\u5ea6\u4f9d\u8d56\u4e8e\u52a0\u62ff\u5927\u4f01\u4e1a\u7684\u79ef\u6781\u53c2\u4e0e\u3002Pembina\u3001Cameco\u548cNouveau Monde\u4e09\u5bb6\u516c\u53f8\u5206\u522b\u5728\u80fd\u6e90\u57fa\u7840\u8bbe\u65bd\u3001\u6838\u7535\u4f9b\u5e94\u548c\u5173\u952e\u77ff\u7269\u5f00\u53d1\u9886\u57df\u5904\u4e8e\u9886\u8dd1\u5730\u4f4d\u3002<\/p>\n

    1. \u80fd\u6e90\u57fa\u7840\u8bbe\u65bd\u652f\u67f1\uff1aPembina Pipeline<\/h2>\n

    \u4f5c\u4e3a\u53ef\u9760\u7684\u88ab\u52a8\u6536\u5165\u6765\u6e90\uff0cPembina Pipeline\u4ee5\u5176\u7a33\u5b9a\u7684\u9ad8\u80a1\u606f\u5438\u5f15\u6295\u8d44\u8005\u3002\u76ee\u524d\u80a1\u4ef751.69\u52a0\u5143\uff0c\u80a1\u606f\u7387\u9ad8\u8fbe\u7ea65.5%\u3002\u8fd9\u5bb6\u6309\u5b63\u6d3e\u606f\u7684\u80a1\u606f\u5de8\u59342010\u5e74\u7b2c\u56db\u5b63\u5ea6\u4ee5\u6765\u4ece\u672a\u9519\u8fc7\u6d3e\u606f\u3002<\/p>\n

    \u8fd9\u5bb6\u5e02\u503c300\u4ebf\u52a0\u5143\u7684\u516c\u53f8\u62e5\u6709\u5e76\u8fd0\u8425\u5305\u62ec\u201c\u548c\u5e73\u7ba1\u9053\u201d\uff08 Peace Pipeline\uff09\u5728\u5185\u7684\u5e38\u89c4\u7ba1\u9053\u7cfb\u7edf\uff0c\u8d1f\u8d23\u5c06\u5929\u7136\u6c14\u6db2\u4f53\u3001\u539f\u6cb9\u548c\u51b7\u51dd\u6db2\u4ece\u4ea7\u533a\u8f93\u9001\u81f3\u5317\u7f8e\u52a0\u5de5\u4e2d\u5fc3\u3002\u516c\u53f8\u6b63\u5728\u6269\u5f20\u4ee5\u6ee1\u8db3\u4e0d\u65ad\u589e\u957f\u7684\u4e19\u70f7\u548c\u4e59\u70f7\u9700\u6c42\u5e76\u8ba1\u5212\u5f00\u53d1\u65b0\u7684\u80fd\u6e90\u9879\u76ee\uff0c\u786e\u4fdd\u201c\u52a0\u62ff\u5927\u5236\u9020\u201d\u4f9b\u5e94\u94fe\u7684\u97e7\u6027\uff0c\u9884\u671f\u5c06\u5728\u91cd\u5851\u56fd\u5bb6\u80fd\u6e90\u6218\u7565\u4e2d\u626e\u6f14\u5173\u952e\u89d2\u8272\u3002<\/p>\n

    2. \u6838\u80fd\u9886\u519b\u8005\uff1aCameco<\/h2>\n

    \u5bf9\u4e8e\u5e0c\u671b\u6295\u8d44\u6838\u80fd\u7684\u6295\u8d44\u8005\u800c\u8a00\uff0cCameco\u662f\u9996\u9009\u3002\u8fd9\u5bb6\u5e02\u503c555\u4ebf\u52a0\u5143\u7684\u516c\u53f8\u63d0\u4f9b\u6838\u71c3\u6599\u3001\u6838\u7535\u4ea7\u54c1\u3001\u670d\u52a1\u53ca\u6280\u672f\u3002\u4eca\u5e74\u4ee5\u6765\uff0c\u8fd9\u53ea\u5927\u76d8\u80a1\u6da8\u5e45\u8fbe72.8%\uff08\u80a1\u4ef7127.48\u52a0\u5143\uff09\uff0c\u8fc7\u53bb\u4e09\u5e74\u603b\u56de\u62a5\u7387\u66f4\u8fbe320.7%\uff0c\u8868\u73b0\u4eae\u773c\u3002\u7ba1\u7406\u5c42\u575a\u4fe1\uff0c\u5168\u7403\u5bf9\u6838\u7535\u5174\u8da3\u7684\u9ad8\u6da8\u5c06\u6301\u4e45\u5f3a\u5316\u94c0\u884c\u4e1a\u7684\u957f\u671f\u57fa\u672c\u9762\u3002Cameco\u7684\u4e1a\u52a1\u8986\u76d6\u4ece\u52d8\u63a2\u5230\u71c3\u6599\u670d\u52a1\u7684\u6574\u4e2a\u6838\u71c3\u6599\u5faa\u73af\u53ca\u94c0\u751f\u4ea7\uff0c\u65e8\u5728\u6210\u4e3a\u4e16\u754c\u5b9e\u73b0\u51c0\u96f6\u672a\u6765\u4e4b\u8def\u7684\u6218\u7565\u4f19\u4f34\uff0c\u9884\u8ba1\u5c06\u901a\u8fc7\u4e3a\u6e05\u6d01\u80fd\u6e90\u4f9b\u5e94\u5173\u952e\u94c0\u8d44\u6e90\u6765\u52a9\u529b\u56fd\u5bb6\u5efa\u8bbe\u3002<\/p>\n

    3. \u5173\u952e\u77ff\u7269\u65b0\u661f\uff1aNouveau Monde Graphite<\/h2>\n

    \u4f5c\u4e3a\u5317\u7f8e\u6700\u5927\u7684\u4e00\u4f53\u5316\u78b3\u4e2d\u548c\u77f3\u58a8\u751f\u4ea7\u5546\uff0cNouveau Monde\u4e3a\u7535\u52a8\u6c7d\u8f66\u3001\u80fd\u6e90\u5b58\u50a8\u548c\u79d1\u6280\u884c\u4e1a\u4f9b\u5e94\u5173\u952e\u6750\u6599\u3002\u516c\u53f8\u5e02\u503c\u7ea65.835\u4ebf\u52a0\u5143\uff0c\u80a1\u4ef73.63\u52a0\u5143\uff0c\u8fc7\u53bb\u4e00\u5e74\u4ef7\u683c\u4e0a\u6da856.5%\u3002\u516c\u53f8\u65d7\u8230\u9879\u76ee\u2014\u2014\u4f4d\u4e8e\u9b41\u5317\u514b\u7684Matawinie\u77f3\u58a8\u77ff\u5df2\u4e8e2025\u5e7411\u670813\u65e5\u88ab\u63d0\u4ea4\u81f3\u8054\u90a6\u653f\u5e9c\u91cd\u5927\u9879\u76ee\u529e\u516c\u5ba4\u3002\u8be5\u77ff\u88ab\u8a89\u4e3a\u201c\u672a\u6765\u7684\u77ff\u5c71\u201d\uff0c\u62e5\u6709\u7ea625\u5e74\u7684\u5f00\u91c7\u5bff\u547d\uff0c\u9884\u8ba1\u5c06\u4e8e2026\u5e74\u7b2c\u4e00\u5b63\u5ea6\u5f00\u59cb\u5efa\u8bbe\uff0c2028\u5e74\u4e2d\u6295\u4ea7\uff0c\u521b\u9020\u8d851000\u4e2a\u5de5\u4f5c\u5c97\u4f4d\u3002\u6839\u636e\u56fd\u5bb6\u6218\u7565\uff0c\u8be5\u77ff\u5c06\u6210\u4e3a\u77f3\u58a8\u3001\u94a8\u3001\u94dc\u3001\u9502\u3001\u954d\u3001\u94b4\u7b49\u5173\u952e\u77ff\u7269\u63d0\u53d6\u548c\u5347\u7ea7\u7684\u91cd\u8981\u57fa\u5730\u3002<\/p>\n

    \u603b\u7ed3<\/h2>\n

    Pembina Pipeline\u3001Cameco\u548cNouveau Monde Graphite\u4e09\u5bb6\u516c\u53f8\uff0c\u5206\u522b\u5728\u56fd\u5bb6\u80fd\u6e90\u57fa\u7840\u8bbe\u65bd\u91cd\u5851\uff0c\u6e05\u6d01\u6838\u80fd\u4f9b\u5e94\u94fe\u4fdd\u969c\u53ca\u5173\u952e\u77ff\u7269\u6218\u7565\u81ea\u4e3b\u4e2d\u626e\u6f14\u7740\u4e0d\u53ef\u6216\u7f3a\u7684\u6218\u7565\u89d2\u8272\u3002\u5bf9\u4e8e\u7740\u773c\u4e8e\u52a0\u62ff\u5927\u957f\u671f\u589e\u957f\u4e0e\u53ef\u6301\u7eed\u53d1\u5c55\u6218\u7565\u7684\u6295\u8d44\u8005\u800c\u8a00\uff0c\u5b83\u4eec\u63d0\u4f9b\u4e86\u76f4\u63a5\u53c2\u4e0e\u56fd\u5bb6\u91cd\u5927\u8bae\u7a0b\uff0c\u5e76\u5206\u4eab\u5176\u53d1\u5c55\u7ea2\u5229\u7684\u6e05\u6670\u8def\u5f84\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

    \u52a0\u62ff\u5927\u603b\u7406\u9a6c\u514b\u00b7\u5361\u5c3c\uff08Mark Carney\uff09\u529b\u63a8\u76842026\u5e74\u56fd\u5bb6\u5efa\u8bbe\u8bae\u7a0b\uff0c\u6b63\u4e3a\u8d44\u672c\u5e02\u573a\u52fe\u52d2\u51fa\u4e00\u5e45\u6e05\u6670\u7684\u6295\u8d44\u8def […]<\/p>\n","protected":false},"author":27,"featured_media":475902,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,430,2196],"tags":[2476,2247,1859,753],"class_list":["post-612849","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","category-2196","tag-tungsten-zh-hans","tag-2247","tag-1859","tag-753","sectors-mining-zh-hans","sectors-oil-gas-zh-hans","locations-canada-zh-hans","exchange-tsx-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/612849","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=612849"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/612849\/revisions"}],"predecessor-version":[{"id":612852,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/612849\/revisions\/612852"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/475902"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=612849"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=612849"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=612849"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}