{"id":660978,"date":"2026-09-01T16:42:41","date_gmt":"2026-09-01T23:42:41","guid":{"rendered":"https:\/\/nai500.com\/?p=660978"},"modified":"2026-09-01T16:42:41","modified_gmt":"2026-09-01T23:42:41","slug":"%e9%94%82%e4%bb%b7%e4%b8%8a%e5%8d%8a%e5%b9%b4%e5%a4%a7%e6%b6%a822%ef%bc%9a%e7%b2%be%e9%80%89%e9%94%82%e7%9f%bf%e8%82%a1%e7%a5%a8%e5%92%8cetf","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/09\/%e9%94%82%e4%bb%b7%e4%b8%8a%e5%8d%8a%e5%b9%b4%e5%a4%a7%e6%b6%a822%ef%bc%9a%e7%b2%be%e9%80%89%e9%94%82%e7%9f%bf%e8%82%a1%e7%a5%a8%e5%92%8cetf\/","title":{"rendered":"\u9502\u4ef7\u4e0a\u534a\u5e74\u5927\u6da822%\uff1a\u7cbe\u9009\u9502\u77ff\u80a1\u7968\u548cETF"},"content":{"rendered":"

\u4e2d\u56fd\u73b0\u8d27\u9502\u4ef7\u57282026\u5e74\u4e0a\u534a\u5e74\u4e0a\u6da822%\uff0c\u80fd\u6e90\u5b58\u50a8\u9700\u6c42\u6210\u4e3a\u65b0\u7684\u589e\u957f\u52a8\u529b\uff0c\u6570\u636e\u4e2d\u5fc3\u4e0e\u53ef\u518d\u751f\u80fd\u6e90\u6269\u5f20\u63a8\u52a8\u9502\u9700\u6c42\u4e0a\u5347\u3002\u5929\u9f50\u9502\u4e1a\u4e0e\u8d63\u950b\u9502\u4e1a\u5747\u62a5\u544a\u4e09\u5e74\u6765\u6700\u5f3a\u5229\u6da6\u7387\u3002\u9502\u77ff\u4f01\u4e1a\u5229\u6da6\u56de\u6696\uff0c\u7f8e\u56fd\u4f9b\u5e94\u94fe\u4e5f\u5728\u52a0\u5feb\u5e03\u5c40\uff0c\u9502\u8d44\u4ea7\u4ea4\u6613\u5347\u6e29\u3002\u672c\u6587\u68b3\u7406\u503c\u5f97\u5173\u6ce8\u7684\u9502\u77ff\u80a1\u7968\u4e0eETF\u3002<\/p>\n

\u9502\u4ef7\u56de\u6696\u4e0e\u4f9b\u5e94\u683c\u5c40<\/h2>\n

\u5168\u7403\u7cbe\u70bc\u9502\u4f9b\u5e94\u9ad8\u5ea6\u96c6\u4e2d\uff0c\u4e2d\u56fd\u638c\u63e157%\u7684\u4ea7\u80fd\uff0c\u667a\u5229\u536015%\uff0c\u963f\u6839\u5ef7\u536013%\u3002\u539f\u6599\u9502\u4f9b\u5e94\u65b9\u9762\uff0c\u6fb3\u5927\u5229\u4e9a\u536033%\uff0c\u4e2d\u56fd\u536023%\uff0c\u667a\u5229\u536012%\u3002\u56fd\u9645\u80fd\u6e90\u7f72\u5c06\u9502\u5217\u4e3a\u4f9b\u5e94\u98ce\u9669\u4e0e\u4ef7\u683c\u6ce2\u52a8\u6700\u9ad8\u7b49\u7ea7\u3002\u8fc7\u53bb\u6570\u5e74\uff0c\u4e3b\u8981\u4f9b\u5e94\u56fd\u5feb\u901f\u6269\u4ea7\uff0c\u5e02\u573a\u4f9b\u5e94\u8fc7\u5269\uff0c\u9502\u4ef7\u6ce2\u52a8\u6291\u5236\u4e86\u65b0\u9879\u76ee\u6295\u8d44\u3002<\/p>\n

\u8fdb\u51652026\u5e74\uff0c\u60c5\u51b5\u5f00\u59cb\u8f6c\u53d8\u3002\u4e0a\u534a\u5e74\u4e2d\u56fd\u73b0\u8d27\u9502\u4ef7\u4e0a\u6da822%\uff0c\u50a8\u80fd\u9700\u6c42\u6210\u4e3a\u91cd\u8981\u589e\u91cf\u6765\u6e90\u3002\u5f6d\u535a8\u6708\u62a5\u544a\u6307\u51fa\uff0c\u4e2d\u56fd\u3001\u6fb3\u5927\u5229\u4e9a\u3001\u7f8e\u56fd\u9502\u4f01\u4e1a\u666e\u904d\u9884\u8ba1\u672a\u6765\u6570\u6708\u751a\u81f3\u6570\u5e74\u4ef7\u683c\u4fdd\u6301\u5f3a\u52b2\u3002LG\u65b0\u80fd\u6e90\u4e0eSmackover Lithium\u7b7e\u7f72\u5341\u5e74\u671f\u534f\u8bae\uff0c\u4ece2029\u5e74\u8d77\u6bcf\u5e74\u91c7\u8d2d8000\u5428\u7535\u6c60\u7ea7\u78b3\u9178\u9502\uff0c\u8fd9\u6807\u5fd7\u7740\u7f8e\u56fd\u672c\u571f\u9502\u4f9b\u5e94\u53d6\u5f97\u5b9e\u8d28\u8fdb\u5c55\u3002<\/p>\n

\u98ce\u9669\u4f9d\u7136\u5b58\u5728\u3002\u6807\u666e\u5168\u7403\u4e0a\u6708\u62a5\u544a\u663e\u793a\uff0c180\u9879\u53ef\u884c\u6027\u7814\u7a76\u4e2d\uff0c2025\u5e74\u4ef7\u683c\u5047\u8bbe\u5e73\u5747\u503c\u662f\u73b0\u8d27\u4ef7\u683c\u4e24\u500d\u4ee5\u4e0a\uff0c\u4f30\u503c\u98ce\u9669\u8f83\u9ad8\u3002\u745e\u94f6\u5206\u6790\u5e088\u670824\u65e5\u62a5\u544a\u8ba4\u4e3a\uff0c2027\u5e74\u8d77\u4f9b\u5e94\u589e\u957f\u53ef\u80fd\u5feb\u4e8e\u9700\u6c42\u3002\u6770\u5bcc\u745e\u5206\u6790\u5e08\u4e5f\u63d0\u9192\uff0c\u5e02\u573a\u9884\u671f\u53ef\u80fd\u8d70\u5728\u73b0\u8d27\u4ef7\u683c\u524d\u9762\u3002<\/p>\n

\u7cbe\u9009\u9502\u77ff\u80a1\u7968\u548cETF<\/h2>\n

Albemarle\uff08\u96c5\u4fdd\uff0cALB\uff09<\/a><\/strong>\uff1a\u5168\u7403\u6700\u5927\u9502\u751f\u4ea7\u5546\uff0c\u5728\u667a\u5229\u3001\u6fb3\u5927\u5229\u4e9a\u548c\u7f8e\u56fd\u62e5\u6709\u5364\u6c34\u4e0e\u786c\u5ca9\u77ff\uff0c\u4ea7\u54c1\u5305\u62ec\u78b3\u9178\u9502\u548c\u6c22\u6c27\u5316\u9502\u3002\u52a0\u5de5\u7f51\u7edc\u8986\u76d6\u6b27\u6d32\u3001\u6fb3\u5927\u5229\u4e9a\u3001\u4e2d\u56fd\u3001\u667a\u5229\u4e0e\u7f8e\u56fd\u3002\u9664\u9502\u5916\uff0c\u8fd8\u751f\u4ea7\u50ac\u5316\u5242\u548c\u6eb4\u4ea7\u54c1\uff0c\u7528\u4e8e\u5236\u836f\u7b49\u884c\u4e1a\u30022025\u5e74\u7b2c\u4e09\u5b63\u5ea6\u51c0\u6536\u5165\u7ea613\u4ebf\u7f8e\u5143\uff0c\u8c03\u6574\u540eEBITDA\u4e3a2.256\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f\u8fd17%\u3002\u7ecf\u8425\u73b0\u91d1\u6d413.56\u4ebf\u7f8e\u5143\uff0c\u589e\u957f57%\u3002\u51c0\u7a0e\u524d\u4e8f\u635f\u7ea65800\u4e07\u7f8e\u5143\uff0c\u8c03\u6574\u540e\u6bcf\u80a1\u4e8f\u635f0.19\u7f8e\u5143\u3002<\/p>\n

Sigma Lithium\uff08SGML\uff09<\/a><\/strong>\uff1a\u52a0\u62ff\u5927\u9502\u751f\u4ea7\u5546\uff0c\u4e13\u6ce8\u4e8e\u7535\u52a8\u8f66\u7528\u78b3\u4e2d\u548c\u9502\u3002\u5df4\u897fGrota do Cirilo\u9879\u76ee\u751f\u4ea7\u201c\u4e94\u96f6\u7eff\u8272\u9502\u201d\uff0c\u4e0d\u4f7f\u7528\u9ad8\u6c61\u67d3\u7535\u529b\u3001\u6709\u6bd2\u5316\u5b66\u54c1\u3001\u996e\u7528\u6c34\uff0c\u4e5f\u4e0d\u4ea7\u751f\u78b3\u6392\u653e\u3002\u5b50\u516c\u53f8Sigma Brazil\u8986\u76d6185\u5e73\u65b9\u516c\u91cc\uff0c\u516c\u53f8\u6301\u6709\u5168\u90e8\u8d44\u4ea7\u3002\u7b2c\u4e09\u5b63\u5ea6\u6536\u51653930\u4e07\u52a0\u5143\uff0c\u73b0\u91d1\u6d41\u4e3a\u6b63\u3002<\/p>\n

Lithium Americas\uff08LAC\uff09<\/a><\/strong>\uff1a\u52a0\u62ff\u5927\u9502\u8d44\u6e90\u516c\u53f8\uff0c\u6301\u6709\u7f8e\u56fd\u5185\u534e\u8fbe\u5ddeThacker Pass\u9879\u76ee100%\u6743\u76ca\u30022024\u5e7410\u6708\u83b7\u7f8e\u56fd\u80fd\u6e90\u90e822.6\u4ebf\u7f8e\u5143\u8d37\u6b3e\uff0c\u7528\u4e8e\u9879\u76ee\u8bbe\u65bd\u5efa\u8bbe\u3002\u9879\u76ee\u9884\u8ba1\u5e74\u4ea74\u4e07\u5428\u78b3\u9178\u9502\u3002\u622a\u81f32025\u5e749\u670830\u65e5\uff0c\u73b0\u91d1\u4f59\u989d3.856\u4ebf\u7f8e\u5143\u3002\u51c0\u4e8f\u635f\u540c\u6bd4\u6269\u5927\uff0c\u90e8\u5206\u539f\u56e0\u662f\u72ec\u7acb\u8fd0\u8425\u6210\u672c\u4e0a\u5347\u3002<\/p>\n

Atlas Lithium\uff08ATLX\uff09<\/a>\uff1a<\/strong>\u77ff\u7269\u52d8\u63a2\u516c\u53f8\uff0c\u5728\u5df4\u897f\u62e5\u6709\u516c\u5f00\u4e0a\u5e02\u516c\u53f8\u4e2d\u6700\u5927\u7684\u9502\u77ff\u6743\u7ec4\u5408\u3002\u6838\u5fc3\u9879\u76ee\u4e3aNeves Project\uff0c\u8ba1\u5212\u751f\u4ea7\u9ad8\u54c1\u8d28\u9502\u4ee5\u4f9b\u5e94\u7535\u52a8\u8f66\u5e02\u573a\u30022024\u5e74\u7b2c\u56db\u5b63\u5ea6\u6536\u516566.7\u4e07\u7f8e\u5143\uff0c\u4e0a\u5e74\u540c\u671f\u4e3a\u96f6\u30022025\u5e74\u7b2c\u4e00\u5b63\u5ea6\u7a0e\u524d\u4e8f\u635f1020\u4e07\u7f8e\u5143\uff0c\u540c\u6bd4\u6536\u7a84\u7ea620%\u3002<\/p>\n

Global X Lithium & Battery Tech ETF\uff1a<\/strong>\u6295\u8d44\u4e8e\u9502\u751f\u4ea7\u5546\u4e0e\u9502\u7535\u6c60\u5236\u9020\u5546\u3002\u5730\u533a\u5206\u5e03\u4e0a\uff0c\u4e2d\u56fd\u536033.4%\uff0c\u7f8e\u56fd\u536012.9%\u3002\u622a\u81f32026\u5e741\u670828\u65e5\uff0c\u524d\u5341\u5927\u6301\u4ed3\u5305\u62ecRio Tinto 20.65%\u3001Albemarle 6.57%\u3001Naura Technology 4.12%\u3001SQM 3.89%\u3001Panasonic 3.78%\u3001Ganfeng Lithium 3.70%\u3001\u5b81\u5fb7\u65f6\u4ee33.68%\u3001\u4e09\u661fSDI 3.65%\u3001Tesla 3.59%\u3001Pilbara Minerals 3.45%\u3002<\/p>\n

Global X Battery Tech & Lithium ETF (ACDC)<\/strong>\uff1a\u6fb3\u5927\u5229\u4e9a\u4e0a\u5e02\uff0c\u6295\u8d44\u5168\u7403\u7535\u6c60\u4e0e\u9502\u77ff\u516c\u53f8\u3002\u56fd\u5bb6\u5206\u5e03\u4e3a\u7f8e\u56fd42.5%\u3001\u4e2d\u56fd13.5%\u3001\u65e5\u672c12.8%\u3001\u6fb3\u5927\u5229\u4e9a12.7%\u3001\u5176\u4ed6\u5730\u533a20.5%\u3002\u622a\u81f32026\u5e741\u670828\u65e5\uff0c\u524d\u5341\u5927\u6301\u4ed3\u5305\u62ecSigma Lithium 4.65%\u3001Liontown 4.13%\u3001Albemarle 3.64%\u3001Pilbara Minerals 3.32%\u3001SQM 3.15%\u3001Mineral Resources 2.95%\u3001AMG Critical Materials 2.88%\u3001Ivanhoe Electric 2.85%\u3001Elevra Lithium 2.72%\u3001Energy Vault 2.69%\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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