{"id":637786,"date":"2026-05-15T20:25:01","date_gmt":"2026-05-16T03:25:01","guid":{"rendered":"https:\/\/nai500.com\/?p=637786"},"modified":"2026-05-15T20:25:01","modified_gmt":"2026-05-16T03:25:01","slug":"%e6%97%b6%e9%97%b4-%e6%8b%89%e9%95%bf-%e5%8d%81%e5%b9%b4-%e4%b8%89%e5%8f%aa-tsx-%e8%b5%84%e6%ba%90%e8%82%a1-%e7%8e%b0%e5%9c%a8-%e4%b9%b0%e5%85%a5","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/05\/%e6%97%b6%e9%97%b4-%e6%8b%89%e9%95%bf-%e5%8d%81%e5%b9%b4-%e4%b8%89%e5%8f%aa-tsx-%e8%b5%84%e6%ba%90%e8%82%a1-%e7%8e%b0%e5%9c%a8-%e4%b9%b0%e5%85%a5\/","title":{"rendered":"\u65f6\u95f4\u62c9\u957f\u5230\u5341\u5e74\uff0c\u8fd9\u4e09\u53eaTSX\u8d44\u6e90\u80a1\u73b0\u5728\u53ef\u4ee5\u95ed\u7740\u773c\u775b\u4e70"},"content":{"rendered":"

\u5728\u6295\u8d44\u4e16\u754c\u91cc\uff0c\u6fc0\u8fdb\u4e0e\u88ab\u52a8\u5f80\u5f80\u5e76\u5b58\u3002\u8bb8\u591a\u6295\u8d44\u8005\u56e0\u8ffd\u9010\u77ed\u671f\u6ce2\u52a8\u800c\u9891\u7e41\u64cd\u4f5c\uff0c\u6700\u7ec8\u9519\u5931\u4e86\u771f\u6b63\u7684\u590d\u5229\u589e\u957f\u3002\u5c06\u76ee\u5149\u62c9\u957f\u81f3\u5341\u5e74\uff0c\u56f4\u7ed5\u90a3\u4e9b\u4e0d\u4f1a\u6d88\u5931\u7684\u5b8f\u89c2\u8d8b\u52bf\u5e03\u5c40\uff0c\u624d\u662f\u66f4\u53ef\u6301\u7eed\u7684\u7b56\u7565\u3002\u5f53\u524d\uff0c\u591a\u4f26\u591a\u8bc1\u5238\u4ea4\u6613\u6240\uff08TSX\uff09\u6709\u4e09\u53ea\u8d44\u6e90\u80a1\u2014\u2014Cameco\u3001First Quantum Minerals \u548c Agnico Eagle Mines\uff0c\u5404\u81ea\u5728\u6838\u7535\u3001\u94dc\u548c\u8d35\u91d1\u5c5e\u4e09\u5927\u9886\u57df\u5c55\u73b0\u51fa\u72ec\u7279\u7684\u957f\u671f\u4ef7\u503c\u3002<\/p>\n

Cameco\uff1a\u6838\u7535\u590d\u5174\u7684\u7a00\u7f3a\u901a\u9053<\/b><\/strong><\/h2>\n

Cameco\uff08TSX:CCO<\/a>\uff09\u662f\u5168\u7403\u94c0\u77ff\u5de8\u5934\uff0c\u4e1a\u52a1\u6db5\u76d6\u94c0\u77ff\u5f00\u91c7\u3001\u71c3\u6599\u670d\u52a1\uff0c\u5e76\u6301\u6709\u897f\u5c4b\u7535\u6c14\u7684\u4e3b\u8981\u80a1\u6743\uff0c\u8d2f\u7a7f\u6838\u71c3\u6599\u5168\u4ea7\u4e1a\u94fe\u3002\u968f\u7740\u5404\u56fd\u5bfb\u6c42\u7a33\u5b9a\u3001\u4f4e\u78b3\u7684\u57fa\u8377\u7535\u529b\uff0c\u6838\u7535\u91cd\u65b0\u6210\u4e3a\u7126\u70b9\uff0c\u6570\u636e\u4e2d\u5fc3\u548c\u5de5\u4e1a\u7528\u7535\u9700\u6c42\u66f4\u52a9\u63a8\u4e86\u8fd9\u4e00\u8d8b\u52bf\u3002<\/p>\n

2026\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0cCameco\u4ea4\u51fa\u4e86\u624e\u5b9e\u7684\u6210\u7ee9\u5355\uff1a\u51c0\u5229\u6da61.31\u4ebf\u52a0\u5143\uff0c\u8c03\u6574\u540e\u51c0\u5229\u6da62.03\u4ebf\u52a0\u5143\uff0c\u8c03\u6574\u540eEBITDA\u8fbe5.09\u4ebf\u52a0\u5143\uff0c\u5176\u4e2d\u94c0\u4e1a\u52a1EBITDA\u4ece\u53bb\u5e74\u540c\u671f\u76842.86\u4ebf\u52a0\u5143\u8dc3\u5347\u81f34.23\u4ebf\u52a0\u5143\u3002\u516c\u53f8\u9884\u8ba12026\u5e74\u5f52\u5c5e\u4ea7\u91cf\u4e3a1950\u4e07\u81f32150\u4e07\u78c5\u94c0\u3002<\/p>\n

\u7136\u800c\uff0cCameco\u5f53\u524d\u8fc7\u5f80\u5e02\u76c8\u7387\u8d85\u8fc7100\u500d\uff0c\u80a1\u606f\u7387\u4ec5\u7ea60.15%\uff0c\u610f\u5473\u7740\u6295\u8d44\u8005\u652f\u4ed8\u7684\u51e0\u4e4e\u662f\u7eaf\u6210\u957f\u6ea2\u4ef7\u3002\u77ed\u671f\u770b\uff0c\u4f30\u503c\u5df2\u4e0d\u4fbf\u5b9c\uff1b\u4f46\u653e\u773c\u4e0b\u4e00\u4e2a\u5341\u5e74\uff0c\u5168\u7403\u6838\u7535\u88c5\u673a\u91cf\u589e\u957f\u3001\u94c0\u77ff\u4f9b\u5e94\u7f3a\u53e3\u957f\u671f\u5b58\u5728\uff0c\u800cCameco\u4f5c\u4e3a\u897f\u65b9\u4e16\u754c\u6700\u5927\u94c0\u4f9b\u5e94\u5546\uff0c\u5176\u6218\u7565\u4ef7\u503c\u65e0\u53ef\u66ff\u4ee3\u3002\u5bf9\u4e8e\u613f\u610f\u653e\u5f03\u773c\u524d\u80a1\u606f\u3001\u6362\u53d6\u957f\u671f\u6210\u957f\u673a\u4f1a\u7684\u6295\u8d44\u8005\uff0c\u5f53\u524d\u7684\u56de\u8c03\u6216\u8bb8\u662f\u5206\u6279\u5efa\u4ed3\u7684\u7a97\u53e3\u3002<\/p>\n

First Quantum\uff1a\u9ad8\u98ce\u9669\u94dc\u5468\u671f\u6760\u6746<\/b><\/strong><\/h2>\n

First Quantum Minerals\uff08TSX:FM<\/a>\uff09\u662f\u5927\u578b\u94dc\u751f\u4ea7\u5546\uff0c\u4e1a\u52a1\u904d\u53ca\u8d5e\u6bd4\u4e9a\u3001\u5df4\u62ff\u9a6c\u7b49\u5730\u3002\u94dc\u7684\u9700\u6c42\u76f4\u63a5\u7ed1\u5b9a\u7535\u6c14\u5316\u3001\u7535\u7f51\u5347\u7ea7\u3001\u53ef\u518d\u751f\u80fd\u6e90\u3001\u6570\u636e\u4e2d\u5fc3\u548c\u5de5\u4e1a\u589e\u957f\u2014\u2014\u8fd9\u4e9b\u8d8b\u52bf\u7684\u786e\u5b9a\u6027\u6781\u9ad8\u3002<\/p>\n

\u4f462026\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u663e\u793a\u516c\u53f8\u4ecd\u5904\u56f0\u5883\uff1a\u6bdb\u5229\u6da62.78\u4ebf\u7f8e\u5143\uff0cEBITDA\u4e3a3.26\u4ebf\u7f8e\u5143\uff0c\u51c0\u4e8f\u635f1.96\u4ebf\u7f8e\u5143\u3002\u4e8f\u635f\u6e90\u4e8e\u9500\u91cf\u4e0b\u964d\u3001\u8d5e\u6bd4\u4e9a\u514b\u74e6\u67e5\u5347\u503c\u4ee5\u53ca\u9500\u552e\u5bf9\u51b2\u8ba1\u5212\u5b9e\u73b0\u76841.44\u4ebf\u7f8e\u5143\u4e8f\u635f\u3002\u5c3d\u7ba1\u5982\u6b64\uff0cFirst Quantum\u80a1\u4ef7\u5728\u8fc7\u53bb\u4e00\u5e74\u5185\u5927\u6da878%\uff0c\u5e02\u503c\u7ea6290\u4ebf\u52a0\u5143\uff0c\u5e02\u573a\u663e\u7136\u5728\u4ea4\u6613\u94dc\u4ef7\u4e0a\u6da8\u548c\u8d44\u4ea7\u8d1f\u503a\u8868\u4fee\u590d\u7684\u9884\u671f\u3002<\/p>\n

First Quantum\u76ee\u524d\u4e0d\u5206\u7ea2\uff0c\u4e14\u7ecf\u8425\u98ce\u9669\u8f83\u9ad8\u3002\u4f46\u5b83\u5bf9\u94dc\u4ef7\u7684\u654f\u611f\u5ea6\u6781\u9ad8\uff1a\u82e5\u94dc\u4ef7\u7ef4\u6301\u5f3a\u52bf\uff0c\u516c\u53f8\u503a\u52a1\u6539\u5584\u3001\u73b0\u91d1\u6d41\u56de\u6b63\u540e\uff0c\u5f88\u53ef\u80fd\u6062\u590d\u6d3e\u606f\u3002\u5bf9\u4e8e\u80fd\u627f\u53d7\u5267\u70c8\u6ce2\u52a8\u7684\u957f\u7ebf\u6295\u8d44\u8005\uff0cFirst Quantum\u662f\u6355\u6349\u4e0b\u4e00\u8f6e\u94dc\u5468\u671f\u7684\u6700\u4f73\u6760\u6746\u5de5\u5177\u4e4b\u4e00\u3002\u5f53\u524d\u65f6\u673a\u5c5e\u4e8e\u5de6\u4fa7\u5e03\u5c40\uff0c\u9700\u5206\u6279\u4ecb\u5165\u5e76\u505a\u597d\u6301\u4ed3\u6570\u5e74\u7684\u5fc3\u7406\u51c6\u5907\u3002<\/p>\n

Agnico Eagle\uff1a\u9ec4\u91d1\u538b\u8231\u77f3\uff0c\u5206\u7ea2\u56db\u5341\u4e09\u5e74\u672a<\/b><\/strong>\u95f4<\/b><\/strong>\u65ad<\/b><\/strong><\/h2>\n

Agnico Eagle Mines\uff08TSX:AEM<\/a>\uff09\u662f\u52a0\u62ff\u5927\u9876\u7ea7\u9ec4\u91d1\u751f\u4ea7\u5546\uff0c\u77ff\u5c71\u904d\u5e03\u52a0\u62ff\u5927\u3001\u6fb3\u5927\u5229\u4e9a\u3001\u82ac\u5170\u548c\u58a8\u897f\u54e5\uff0c\u4e14\u4ee5\u4f4e\u98ce\u9669\u8d44\u4ea7\u4e3a\u4e3b\u3002\u9ec4\u91d1\u5728\u5f53\u524d\u901a\u80c0\u3001\u5173\u7a0e\u3001\u5730\u7f18\u98ce\u9669\u9891\u53d1\u7684\u73af\u5883\u4e0b\u5438\u5f15\u529b\u5927\u589e\u3002\u66f4\u96be\u5f97\u7684\u662f\uff0cAgnico\u81ea1983\u5e74\u8d77\u6bcf\u5e74\u652f\u4ed8\u73b0\u91d1\u80a1\u606f\uff0c\u4ece\u672a\u95f4\u65ad\u3002<\/p>\n

2026\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u53d7\u76ca\u4e8e\u6bcf\u76ce\u53f84861\u7f8e\u5143\u7684\u5b9e\u9645\u91d1\u4ef7\uff0cAgnico\u51c0\u5229\u6da6\u9ad8\u8fbe16.95\u4ebf\u7f8e\u5143\uff08\u6bcf\u80a13.39\u7f8e\u5143\uff09\uff0c\u8c03\u6574\u540e\u51c0\u5229\u6da6\u521b\u7eaa\u5f55\u5730\u8fbe\u523017\u4ebf\u7f8e\u5143\uff08\u6bcf\u80a13.41\u7f8e\u5143\uff09\u3002\u81ea\u7531\u73b0\u91d1\u6d41\u4e3a7.32\u4ebf\u7f8e\u5143\uff0c\u516c\u53f8\u901a\u8fc7\u5b63\u5ea6\u80a1\u606f\uff08\u6bcf\u80a10.45\u7f8e\u5143\uff09\u548c\u56de\u8d2d\u5408\u8ba1\u5411\u80a1\u4e1c\u8fd4\u8fd83.75\u4ebf\u7f8e\u5143\u3002\u5f53\u524d\u80a1\u606f\u73870.91%\uff0c\u5e02\u76c8\u7387\u7ea618.5\u500d\uff0c\u540c\u65f6\u6301\u6709\u51c0\u73b0\u91d1\u5934\u5bf8\u3002<\/p>\n

\u5bf9\u4e8e\u8ffd\u6c42\u7a33\u5065\u7684\u957f\u671f\u6295\u8d44\u8005\uff0cAgnico\u662f\u7f55\u89c1\u7684\u65e0\u8bba\u91d1\u4ef7\u6da8\u8dcc\u90fd\u80fd\u9760\u5f97\u4f4f\u7684\u8d44\u4ea7\u3002\u5f53\u524d\u91d1\u4ef7\u5904\u4e8e\u5386\u53f2\u9ad8\u4f4d\uff0c\u4f46Agnico\u7684\u73b0\u91d1\u6d41\u548c\u8d44\u4ea7\u8d1f\u503a\u8868\u8db3\u4ee5\u652f\u6491\u6301\u7eed\u5206\u7ea2\u548c\u56de\u8d2d\u3002\u4f5c\u4e3a\u5341\u5e74\u6295\u8d44\u7ec4\u5408\u7684\u538b\u8231\u77f3\uff0cAgnico\u7684\u65f6\u673a\u4f9d\u7136\u5408\u9002\u2014\u2014\u4e0d\u5fc5\u62e9\u65f6\uff0c\u5206\u6279\u4e70\u5165\u5373\u53ef\u3002<\/p>\n

\u603b\u7ed3<\/b><\/strong><\/h2>\n

\u5341\u5e74\u770b\u4f3c\u6f2b\u957f\uff0c\u4f46\u5bf9\u4e8e\u7ec8\u8eab\u50a8\u84c4\u800c\u8a00\uff0c\u4e0d\u8fc7\u662f\u5173\u952e\u7684\u4e00\u6bb5\u3002Cameco\u62bc\u6ce8\u6838\u7535\u4e0d\u53ef\u9006\u7684\u957f\u671f\u9700\u6c42\uff0cFirst Quantum\u535a\u5f08\u94dc\u5468\u671f\u7684\u5de8\u5927\u5f39\u6027\uff0cAgnico Eagle\u63d0\u4f9b\u9ec4\u91d1\u4e0e\u5206\u7ea2\u7684\u53cc\u91cd\u5b89\u5168\u4fdd\u969c\u3002\u4e09\u53ea\u80a1\u7968\u98ce\u9669\u6536\u76ca\u7279\u5f81\u5404\u5f02\uff0c\u7ec4\u5408\u914d\u7f6e\u53ef\u4ee5\u5e73\u8861\u589e\u957f\u4e0e\u7a33\u5065\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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