{"id":321061,"date":"2020-03-05T16:18:51","date_gmt":"2020-03-06T00:18:51","guid":{"rendered":"https:\/\/nai500.com\/blog\/2020\/03\/%e5%90%8a%e6%89%93aurora-cannabis%e5%92%8ccanopy-growth%ef%bc%81%e8%bf%99%e5%8f%aa%e5%8a%a0%e6%8b%bf%e5%a4%a7%e5%a4%a7%e9%ba%bb%e8%82%a1%e4%b8%ba%e4%bd%95%e5%a6%82%e6%ad%a4%e4%bc%98%e7%a7%80%ef%bc%9f\/"},"modified":"2020-03-05T16:19:15","modified_gmt":"2020-03-06T00:19:15","slug":"%e5%8a%a0%e6%8b%bf%e5%a4%a7%e5%a4%a7%e9%ba%bb%e8%82%a1-aurora-canopy","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2020\/03\/%e5%8a%a0%e6%8b%bf%e5%a4%a7%e5%a4%a7%e9%ba%bb%e8%82%a1-aurora-canopy\/","title":{"rendered":"\u540a\u6253Aurora Cannabis\u548cCanopy Growth\uff01\u9019\u53ea\u52a0\u62ff\u5927\u5927\u9ebb\u80a1\u7232\u4f55\u5982\u6b64\u512a\u79c0\uff1f"},"content":{"rendered":"

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\u6295\u8cc7\u7684\u76ee\u7684\u662f\u201c\u4f4e\u8cb7\u9ad8\u8ce3\u201d\uff0c\u9019\u662f\u6240\u6709\u6295\u8cc7\u8005\u90fd\u660e\u767d\u7684\u9053\u7406\u3002\u4f46\u554f\u984c\u662f\uff0c\u4f60\u662f\u5426\u80fd\u591f\u5728\u6a5f\u6703\u51fa\u73fe\u6642\u5c31\u4e00\u773c\u8b58\u5225\uff1f\u4f60\u662f\u5426\u5df2\u7d93\u5403\u900f\u4e86\u5927\u9ebb\u884c\u696d\u548c\u5927\u9ebb\u6295\u8cc7\uff1f\u6a5f\u6703\u53ea\u6703\u9752\u775e\u6709\u6e96\u5099\u7684\u4eba\uff0c\u73fe\u5728\u5c31\u8cfc\u8cb7\u300a\u5927\u9ebb\u6295\u8cc7\u6307\u5357\u300b\uff0c\u505a\u4e00\u500b\u8070\u660e\u7684\u6295\u8cc7\u8005\uff0c\u65b9\u80fd\u628a\u63e1\u8da8\u52e2\uff0c\u7372\u5f97\u6536\u76ca\u3002<\/strong><\/a><\/p>\n

\u8ce3\u93df\u5b50\u7684\u5148\u81f4\u5bcc\u4e86\uff01<\/h2>\n

Valens\u662f\u52a0\u62ff\u5927\u6700\u5927\u7684\u7b2c\u4e09\u65b9\u5927\u9ebb\u63d0\u53d6\u670d\u52d9\u63d0\u4f9b\u5546\uff0c\u6bcf\u5e74\u5e79\u5927\u9ebb\u548c\u5de5\u696d\u5927\u9ebb\u751f\u7269\u91cf\u7684\u63d0\u53d6\u7523\u80fd\u53ef\u9ad8\u9054425,000\u5343\u514b\u3002\u516c\u53f8\u53ef\u4ee5\u4f7f\u7528\u4e8c\u6c27\u5316\u78b3\u3001\u4e59\u9187\u6216\u70f4\u985e\u6eb6\u5291\uff0c\u4e5f\u53ef\u4ee5\u4e0d\u4f7f\u7528\u4efb\u4f55\u6eb6\u5291\u5c31\u63d0\u53d6\u5305\u62ecCBD\u548cTHC\u5728\u5167\u7684\u5404\u7a2e\u5927\u9ebb\u7d20\u3002<\/p>\n

\u6b63\u662f\u6191\u85c9\u5f3a\u5927\u7684\u5927\u9ebb\u63d0\u53d6\u80fd\u529b\uff0cValens\u5c07\u52a0\u62ff\u5927\u516d\u5927\u5927\u9ebb\u751f\u7523\u5546\u7576\u4e2d\u76844\u5bb6\u2014\u2014\u9664\u4e86Aurora\u548cCronos Group Inc\uff08TSX: CRON<\/a>\uff09\uff08NASDAQ: CRON<\/a>\uff09\u2014\u2014\u90fd\u7d0d\u5165\u56ca\u4e2d\uff0c\u6210\u7232\u4e86\u81ea\u5df1\u7684\u5ba2\u6236\uff0c\u5176\u4e2d\u9664\u4e86Canopy Growth\uff0c\u9084\u6709Hexo Corp\uff08TSX: HEXO<\/a>\uff09\uff08NYSE: HEXO<\/a>\uff09\u3001Organigram Holdings Inc.\uff08TSX: OGI<\/a>\uff09\uff08NASDAQ: OGI<\/a>\uff09\u548cTilray Inc.\uff08NASDAQ:TLRY\uff09<\/a>\u3002<\/p>\n

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Valens\u5982\u4f55\u540a\u6253\u5927\u9ebb\u9f8d\u982d\u80a1<\/h2>\n

\u60f3\u8981\u77e5\u9053Valens\u5982\u4f55\u540a\u6253Aurora Cannabis\u548cCanopy Growth\uff0c\u770b\u770b\u6700\u8fd1\u7684\u5b63\u5831\u5c31\u4e00\u76ee\u4e86\u7136\u4e86\u3002Aurora 2020\u8ca1\u5e74Q2\u7684\u696d\u7e3e\u4e0d\u582a\u5165\u76ee\uff1a\u6de8\u6536\u5165\u8f03\u524d\u4e00\u5b63\u5ea6\u4e0b\u6ed126%\uff0c\u8abf\u6574\u5f8c\u7a05\u606f\u6298\u820a\u53ca\u6524\u92b7\u524d\u7684\u8667\u640d\uff08EBITDA\uff09\u4e5f\u64f4\u5927\u3002Canopy Growth 2020\u8ca1\u5e74\u7684\u4e09\u5b63\u5831\u8981\u597d\u591a\u4e86\uff1a\u6de8\u6536\u5165\u8f03\u524d\u4e00\u5b63\u5ea6\u589e\u957762%\uff0c\u8abf\u6574\u5f8cEBITDA\u8667\u640d\u4e5f\u597d\u4e8e\u5206\u6790\u5e2b\u7684\u9810\u671f\u3002<\/p>\n

\u4e0d\u904e\uff0c\u9019\u8ddfValens\u6bd4\u8d77\u4f86\u5b8c\u5168\u662f\u5c0f\u5deb\u898b\u5927\u5deb\u3002\u4e0a\u5468\u767c\u5e03\u7684\u56db\u5b63\u5831\u986f\u793a\uff0cValens Q4\u7684\u6536\u5165\u5b63\u5ea6\u74b0\u6bd4\u66b4\u589e86%\u81f33060\u842c\u52a0\u5143\uff0c\u9ad8\u4e8e\u516c\u53f8\u6307\u5f15\u5340\u9593\u7684\u4e0a\u7aef\u3002\u8abf\u6574\u5f8cEBITDA\u4e5f\u5f9e\u524d\u4e00\u5b63\u5ea6\u7684$980\u842c\u589e\u81f3$1770\u842c\u3002\u516c\u53f8\u5be6\u73fe\u5229\u6f64\u8fd1450\u842c\u52a0\u5143\uff0c\u5408\u6bcf\u80a10.04\u52a0\u5143\uff0c\u6210\u7232\u52a0\u62ff\u5927\u6700\u6399\u9322\u7684\u5927\u9ebb\u516c\u53f8\uff08\u4e0d\u8a08\u6703\u8a08\u7279\u5225\u9805\u76ee\u548c\u516c\u5141\u50f9\u503c\u8abf\u6574\uff09\u3002\u800c\u5230\u76ee\u524d\u7232\u6b62\uff0c\u76c8\u5229\u548c\u6b63\u7684\u8abf\u6574\u5f8cEBITDA\u5c0d\u4e8eAurora\u548cCanopy Growth\u4f86\u8aaa\u90fd\u9084\u53ea\u662f\u60f3\u50cf\u3002<\/p>\n

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Valens\u7684\u7e3d\u88c1Jeff Fallows\u5728\u56db\u5b63\u5831\u516c\u544a\u4e2d\u8868\u793a\uff0c\u201c\u6211\u5011\u76ee\u524d\u6b63\u8655\u4e8e\u62d0\u9ede\uff0c\u5e77\u9810\u8a08\u696d\u52d9\u767c\u5c55\u52e2\u982d\u5c07\u66f4\u731b\uff0c\u4f9d\u64da\u662f\u516c\u53f8\u6b63\u5728\u5c65\u884c\u5df2\u6709\u7684\u5408\u540c\uff0c\u540c\u6642\u5728\u5e02\u5834\u6f14\u9032\u7684\u95dc\u9375\u7bc0\u9ede\u65ac\u7372\u4e86\u65b0\u7684\u5408\u540c\u3002\u201d\u8a72\u516c\u53f8\u7ba1\u7406\u5c64\u7684\u4fe1\u5fc3\u4f3c\u4e4e\u7ad9\u5f97\u4f4f\u811a\u3002<\/p>\n

2019\u5e7412\u6708\uff0c\u52a0\u62ff\u5927\u5be6\u73fe\u5927\u9ebb\u884d\u751f\u54c1\u7684\u5408\u6cd5\u5316\uff0c\u5927\u9ebb2.0\u5e02\u5834\u958b\u59cb\u5553\u52d5\uff0c\u800cValens\u5c07\u5f9e\u4e2d\u53d7\u76ca\u3002\u516c\u53f8\u5df2\u7d93\u8ddfCanopy Growth\u9019\u6a23\u7684\u5927\u578b\u516c\u53f8\u7c3d\u7f72\u5408\u540c\uff0c\u53e6\u5916\u9084\u8ddf\u5305\u62ecBRNT\u3001Shoppers Drug Mart\u4ee5\u53caIconic Brewing\u5728\u5167\u7684\u5ba2\u6236\u7c3d\u7f72\u4e86\u8cbc\u724c\u5354\u8b70\uff08BRNT Group\u548cValens GroWorks\u7c3d\u7f72\u5927\u9ebb\u9727\u5316\u5668\u8cbc\u724c\u5354\u8b70<\/a>\uff09\uff0c\u5f8c\u8005\u5c07\u7232Valens\u5e36\u4f86\u66f4\u591a\u7684\u5229\u6f64\u3002<\/p>\n

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