{"id":372109,"date":"2021-03-02T16:54:20","date_gmt":"2021-03-03T00:54:20","guid":{"rendered":"https:\/\/nai500.com\/blog\/2021\/03\/%e5%8a%a0%e6%8b%bf%e5%a4%a7%e8%82%a1%e5%b8%82-%e6%a0%b8%e5%bf%83%e9%80%89%e8%82%a1%e6%b1%a0-3\/"},"modified":"2021-03-17T17:20:29","modified_gmt":"2021-03-18T00:20:29","slug":"%e5%8a%a0%e6%8b%bf%e5%a4%a7%e8%82%a1%e5%b8%82-%e6%a0%b8%e5%bf%83%e9%81%b8%e8%82%a1%e6%b1%a0-3","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2021\/03\/%e5%8a%a0%e6%8b%bf%e5%a4%a7%e8%82%a1%e5%b8%82-%e6%a0%b8%e5%bf%83%e9%81%b8%e8%82%a1%e6%b1%a0-3\/","title":{"rendered":"\u52a0\u62ff\u5927\u80a1\u5e02\u6295\u8cc7\u4ec0\u9ebc\u597d\uff1f 3\u6708\u6838\u5fc3\u9078\u80a1\u6c6017\u652f\u512a\u8cea\u80a1\u7968"},"content":{"rendered":"<p>\u4e8c\u6708\u672b\uff0c\u7d93\u6fdf\u589e\u9577\u63d0\u901f\u4ee5\u53ca\u9ad8\u901a\u8139\u9810\u671f\u52a0\u52a0\u62ff\u5927\u80a1\u5e02\u98a8\u683c\u7684\u5207\u63db\u3002\u4e0a\u9031\uff0c\u7d93\u6fdf\u57fa\u672c\u9762\u7684\u6539\u5584\u5c07\u52a0\u62ff\u5927\u548c\u7f8e\u570b\u7684\u653f\u5e9c\u50b5\u5238\u6536\u76ca\u7387\u90fd\u63a8\u5347\u81f3\u4e00\u5e74\u591a\u4ee5\u4f86\u7684\u6700\u9ad8\u6c34\u5e73\u3002\u539f\u6cb9\u50f9\u683c\u5169\u5e74\u591a\u4f86\u9996\u6b21\u7a81\u783460\u7f8e\u5143\uff0c\u9285\u50f9\u89f8\u53ca\u4e5d\u5e74\u9ad8\u9ede\uff0c\u5e02\u5834\u6709\u95dc\u65b0\u7684\u5927\u5b97\u5546\u54c1\u8d85\u7d1a\u9031\u671f\u7684\u8a0e\u8ad6\u518d\u5ea6\u5347\u6eab\u3002\u4e0d\u904e\uff0c\u9ad8\u901a\u8139\u9810\u671f\u65bd\u58d3\u4e0a\u5e02\u516c\u53f8\u7684\u76c8\u5229\u548c\u4f30\u503c\uff0c\u52a0\u62ff\u5927\u80a1\u5e02\u4e0b\u884c\uff0c\u9019\u7a2e\u60c5\u6cc1\u4e0b\uff0c\u52a0\u62ff\u5927\u6295\u8cc7\u8a72\u5982\u4f55\u9078\u80a1\uff1f<\/p>\n<p>\u4ee5\u4e0b\u662f2021\u5e743\u6708\u52a0\u62ff\u5927\u80a1\u5e02\u7684\u6838\u5fc3\u9078\u80a1\u6c60\uff1a<\/p>\n<h2>Brookfield Renewable Partners\uff1a\u4e00\u96bb\u80a1\u7968\u6295\u8cc7\u5404\u7a2e\u7da0\u8272\u80fd\u6e90<\/h2>\n<p>\u52a0\u62ff\u5927\u53ef\u518d\u751f\u80fd\u6e90\u516c\u53f8Brookfield Renewable Partners L.P.\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=BEP.UN%3ACA\">TSX: BEP.UN<\/a>\uff09\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=BEP\">NYSE: BEP<\/a>\uff09\u7e7c\u7e8c\u53d7\u76ca\u4e8e\u7da0\u8272\u80fd\u6e90\u8f49\u578b\u9019\u8d9f\u9806\u98a8\u8eca\u5e77\u62ab\u9732\u51fa\u8272\u7684\u6578\u64da\uff0c\u4f46\u6295\u8cc7\u8005\u53ef\u80fd\u4f9d\u7136\u4f4e\u4f30\u4e86\u9019\u4e00\u6a5f\u6703\u7684\u898f\u6a21\u548c\u6f5c\u529b\u3002\u672a\u4f86\u5341\u5e74\uff0c\u5168\u7403\u53ef\u518d\u751f\u80fd\u6e90\u9805\u76ee\u7684\u6295\u8cc7\u984d\u5c07\u9ad8\u9054$10\u842c\u5104\uff0c\u800cBrookfield\u5c07\u6210\u7232\u9019\u5834\u80fd\u6e90\u8b8a\u9769\u7684\u4e3b\u8981\u53c3\u8207\u8005\u3002\u5728\u6240\u6709\u7684\u4e0a\u5e02\u516c\u53f8\u7576\u4e2d\uff0cBrookfield\u53ef\u518d\u751f\u80fd\u6e90\u8cc7\u7523\u7684\u591a\u5143\u5316\u7a0b\u5ea6\u53ef\u80fd\u662f\u6700\u9ad8\u7684\u3002\u4e00\u53e5\u8a71\u7e3d\u7d50\uff0c\u53ea\u8981\u6295\u8cc7\u9019\u4e00\u96bb\u80a1\u7968\uff0c\u4f60\u5c31\u80fd\u53c3\u8207\u5404\u7a2e\u7da0\u8272\u80fd\u6e90\u5de8\u5927\u7684\u589e\u9577\u6a5f\u6703\u3002<\/p>\n<h2>Canopy Growth\uff1a\u7279\u5225\u503c\u5f97\u95dc\u6ce8\u7684\u5927\u9ebb\u80a1<\/h2>\n<p>\u6700\u8fd1\uff0c\u5f97\u76ca\u4e8e\u7f8e\u570b\u5927\u9ebb\u5408\u6cd5\u5316\u7684\u524d\u666f\uff0cCanopy Growth Corporation\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=WEED%3ACA\">TSX: WEED<\/a>\uff09\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=CGC\">NASDAQ: CGC<\/a>\uff09\u7684\u80a1\u50f9\u51fa\u73fe\u4e86\u5927\u5e45\u4e0a\u6f32\u3002\u5927\u9078\u4ee5\u4f86\uff0c\u8a72\u80a1\u80a1\u50f9\u4e0a\u6f32138%\uff0c\u4f46\u8f03\u5176\u8fd1\u671f\u9ad8\u9ede\u56de\u843d34%\u3002\u6b64\u5916\uff0c\u5728\u6700\u8fd1\u767c\u5e03\u7684\u5f3a\u52c1\u8ca1\u5831\u4e2d\uff0c\u516c\u53f8\u7ba1\u7406\u5c64\u9810\u8a08\u672a\u4f86\u4e09\u5e74\u7684\u5e74\u8907\u5408\u589e\u9577\u7387\uff08CAGR\uff09\u5c07\u572840-50%\u4e4b\u9593\uff0c\u5e77\u4e14\u4e0d\u4e45\u4e4b\u5f8c\u5c31\u80fd\u626d\u8667\u7232\u76c8\u3002Canopy Growth\u8207\u591a\u5bb6\u516c\u53f8\u5b8c\u6210\u76f8\u95dc\u4ea4\u6613\uff0c\u638c\u63e1\u4e86\u64c1\u6709\u5927\u91cf\u7f8e\u570b\u696d\u52d9\u7684\u5927\u9ebb\u516c\u53f8\u7684\u5927\u91cf\u80a1\u6b0a\u3002\u8a72\u516c\u53f8\u4e0d\u50c5\u81f4\u529b\u4e8e\u6210\u7232\u5168\u7403\u6700\u5927\u7684\u5927\u9ebb\u5206\u92b7\u5546\uff0c\u5e77\u6709\u671b\u6210\u7232\u5168\u7403\u6700\u5927\u5927\u9ebb\u5e02\u5834\u2014\u2014\u7f8e\u570b\u6700\u5927\u7684\u5206\u92b7\u5546\u548c\u751f\u7523\u5546\u3002<\/p>\n<h2>TransAlta Renewables\uff1a\u80a1\u606f\u548c\u6210\u9577\u6027\u517c\u5099\u7684\u53ef\u518d\u751f\u80fd\u6e90\u80a1<\/h2>\n<p>2020\u5e74\uff0c\u53ef\u518d\u751f\u80fd\u6e90\u80a1\u4f4d\u5217\u9818\u6f32\u677f\u584a\uff0c\u4eca\u5e74\u9810\u8a08\u5c07\u5ef6\u7e8c\u9019\u4e00\u8da8\u52e2\uff0c\u751a\u81f3\u6703\u662f\u672a\u4f86\u5341\u5e74\u6700\u88ab\u770b\u597d\u7684\u677f\u584a\u4e4b\u4e00\u3002\u52a0\u62ff\u5927\u53ef\u518d\u751f\u80fd\u6e90\u516c\u53f8<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=RNW%3ACA\">TransAlta Renewables Inc.\uff08TSX: RNW\uff09<\/a>\u7684\u80a1\u50f9\u53bb\u5e74\u4e0a\u6f32\u8d85\u904e30%\uff0c\u904e\u53bb\u4e94\u5e74\uff0c\u8a72\u80a1\u80a1\u50f9\u4e0a\u6f3260%\uff0c\u540c\u671f\u52a0\u62ff\u5927\u80a1\u5e02\u4e0a\u6f3240%\u3002\u9664\u4e86\u8dd1\u8d0f\u5e02\u5834\u7684\u589e\u9577\u6f5c\u529b\u4ee5\u53ca\u591a\u5143\u5316\u7684\u53ef\u518d\u751f\u80fd\u6e90\u696d\u52d9\uff0cTransAlta Renewables\u7684\u80a1\u606f\u4e5f\u975e\u5e38\u8c50\u539a\uff0c\u5e74\u5316\u80a1\u606f\u7232$0.94\uff0c\u80a1\u606f\u73874.5%\u3002\u5728\u7da0\u8272\u80fd\u6e90\u677f\u584a\u7576\u4e2d\uff0c\u4f60\u53ef\u4ee5\u627e\u5230\u6210\u9577\u6027\u597d\u4e8eTransAlta Renewables\u7684TSX\u80a1\u7968\uff0c\u4f46\u80a1\u606f\u7387\u9ad8\u4e8e4%\u7684\u5c31\u975e\u5e38\u7f55\u898b\u4e86\u3002<\/p>\n<h2>Constellation Software\uff1a\u52a0\u62ff\u5927\u512a\u8cea\u79d1\u6280\u80a1<\/h2>\n<p>2020\u5e74\uff0c\u52a0\u62ff\u5927\u8edf\u4ef6\u80a1<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=CSU%3ACA\">Constellation Software Inc\uff08TSX: CSU\uff09<\/a>\u7684\u6536\u5165\u3001\u6de8\u5229\u6f64\u548c\u81ea\u7531\u73fe\u91d1\u6d41\u5206\u5225\u589e\u957714%\u300131%\u548c68%\u3002\u75ab\u60c5\u4e4b\u4e0b\uff0c\u8a72\u80a1\u7684\u81ea\u7531\u73fe\u91d1\u6d41\u6bd4\u7387\u4ecd\u905425%\u3002\u7232\u4e86\u7232\u80a1\u6771\u5275\u9020\u9577\u671f\u50f9\u503c\uff0c\u516c\u53f8\u7ba1\u7406\u5718\u968a\u958b\u59cb\u91c7\u53d6\u66f4\u5177\u5275\u65b0\u548c\u7a4d\u6975\u7684\u65b9\u5f0f\uff0c\u5176\u4e2d\u5305\u62ec\u66ab\u505c\u7279\u5225\u80a1\u606f\u7684\u6d3e\u767c\u5e77\u4e3b\u653b\u66f4\u5927\u7684\u6536\u8cfc\u76ee\u6a19\uff0c\u4ee5\u53ca\u985e\u4f3c\u5206\u62c6Topicus.com\u7684\u6a21\u5f0f\u6709\u53ef\u80fd\u6703\u88ab\u518d\u6b21\u8907\u88fd\u3002\u9019\u53ea\u52a0\u62ff\u5927\u79d1\u6280\u80a1\u5e77\u4e0d\u4fbf\u5b9c\uff0c\u4f46\u8cb4\u5f97\u6709\u9053\u7406\u3002\u9019\u662f\u4e00\u96bb\u53ef\u4ee5\u8cb7\u5165\u5e77\u6c38\u9060\u6301\u6709\u7684\u512a\u8cea\u80a1\u3002<\/p>\n<h2>goeasy\uff1a\u52a0\u62ff\u5927\u9802\u7d1a\u6d88\u8cbb\u8cb8\u516c\u53f8<\/h2>\n<p>\u56db\u5b63\u5831\u767c\u5e03\u5f8c\uff0c\u52a0\u62ff\u5927\u9802\u7d1a\u7684\u6d88\u8cbb\u8cb8\u516c\u53f8<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=GSY%3ACA\">goeasy Ltd.\uff08TSX: GSY\uff09<\/a>\u8b8a\u5f97\u66f4\u6709\u5438\u5f15\u529b\u4e86\u3002\u8a72\u516c\u53f8\u4e0d\u50c5\u696d\u7e3e\u8d85\u9810\u671f\uff0c\u5e77\u4e14\u9084\u767c\u5e03\u4e86\u672a\u4f86\u4e09\u5e74\u6a02\u89c0\u7684\u696d\u7e3e\u6307\u5f15\uff1a\u6536\u5165\u5e73\u5747\u589e\u901f\u9810\u8a08\u723212%\uff0c\u6de8\u8cc7\u7523\u6536\u76ca\u738725%\u3002\u75ab\u60c5\u5f8c\u96a8\u8457\u7d93\u6fdf\u7684\u9010\u6b65\u91cd\u5553\uff0c\u6d88\u8cbb\u8cb8\u7684\u9700\u6c42\u5927\u6982\u7387\u5c07\u6703\u589e\u9577\u3002Goeasy\u7684\u65b0\u8cb8\u6b3e\u4ee5\u53ca\u9084\u6b3e\u5df2\u7d93\u958b\u59cb\u51fa\u73fe\u4e00\u4e9b\u660e\u986f\u7684\u5411\u597d\u30022020\u5e74\uff0c\u8a72\u516c\u53f8\u8abf\u6574\u5f8c\u6de8\u5229\u6f64\u540c\u6bd4\u589e\u957747%\uff0c\u5ef6\u7e8c\u6301\u7e8c\u589e\u9577\u614b\u52e2\u3002\u53e6\u5916\uff0c\u76f8\u6bd4\u9ad8\u589e\u9577\uff0c\u8a72\u80a1\u73fe\u5728\u4f9d\u7136\u88ab\u4f4e\u4f30\u3002\u540c\u6642\uff0c\u8a72\u516c\u53f8\u5c072021\u5e74\u7684\u80a1\u606f\u4e0a\u8abf47%\u3002GSY\u4eca\u5e74\u5c07\u6d3e\u767c\u6bcf\u80a1$2.64\u7684\u80a1\u606f\uff0c\u80a1\u606f\u73872.2%\u3002<\/p>\n<h2>Fortis\uff1a\u52a0\u62ff\u5927\u80a1\u606f\u6210\u9577\u80a1<\/h2>\n<p>\u5728\u4e00\u500b\u9ad8\u4f30\u503c\u7684\u5e02\u5834\u4e0a\uff0c\u52a0\u62ff\u5927\u516c\u7528\u4e8b\u696d\u516c\u53f8Fortis Inc\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=FTS%3ACA\">TSX: FTS<\/a>\uff09\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=FTS\">NYSE: FTS<\/a>\uff09\u7684\u80a1\u7968\u986f\u5f97\u975e\u5e38\u4fbf\u5b9c\u4e14\u7a69\u5b9a\u3002\u8a72\u80a1\u80a1\u50f9\u904e\u53bb\u4e00\u5e74\u4e0b\u8dcc13%\uff0c\u76ee\u524d\u5e02\u76c8\u7387\u53ea\u670919\uff0c\u53e6\u5916\u76f8\u5c0d\u5f3a\u5f31\u6307\u6a19\u723229\uff0c\u8655\u4e8e\u6280\u8853\u4e0a\u8d85\u8cb7\u5340\u9593\u3002\u570b\u50b5\u6536\u76ca\u7387\u4e0a\u5347\u6436\u8d70\u4e86\u4e00\u4e9b\u6536\u76ca\u578b\u6295\u8cc7\u8005\uff0c\u9032\u800c\u62d6\u7d2f\u8a72\u80a1\u80a1\u50f9\u4e0b\u8dcc\u3002\u5229\u7387\u958b\u59cb\u4e0a\u5347\u6642\uff0c\u8a72\u80a1\u8d70\u5f31\u5c07\u662f\u9810\u671f\u4e4b\u5167\u7684\u4e8b\u60c5\uff0c\u4e0d\u904e\u5229\u7387\u81f3\u5c11\u57282023\u5e74\u4e4b\u524d\u4e0d\u6703\u4e0a\u8abf\u3002\u901a\u8139\u4ecd\u7136\u53ef\u63a7\uff0c\u570b\u50b5\u6536\u76ca\u7387\u7684\u4e0a\u5347\u4e5f\u4e0d\u904e\u662f\u56de\u6b78\u5230\u4e86\u75ab\u60c5\u524d\u7684\u6c34\u5e73\u3002\u73fe\u5728\u8d77\u52302025\u5e74\uff0cFortis\u8a08\u5283\u6bcf\u5e74\u80a1\u606f\u5e73\u5747\u4e0a\u8abf6%\uff0c\u76ee\u524d\u63d0\u4f9b\u6bcf\u80a1$0.505\u7684\u5b63\u5ea6\u80a1\u606f\uff0c\u9019\u5c07\u6709\u52a9\u4e8e\u62b5\u6d88\u653f\u5e9c\u50b5\u5238\u5e02\u5834\u5e36\u4f86\u7684\u8ca0\u9762\u885d\u64ca\u3002\u8a72\u80a1\u63d0\u4f9b4%\u7684\u80a1\u606f\u7387\uff0c\u80a1\u606f\u589e\u9577\u524d\u666f\u53ef\u671f\uff0c\u80a1\u50f9\u4e5f\u6709\u671b\u5927\u5e45\u4e0a\u6f32\uff0c\u503c\u5f97\u95dc\u6ce8\u3002<\/p>\n<h2>Enghouse Systems\uff1a13\u500d\u80a1\uff0c\u56de\u8abf\u63d0\u4f9b\u8cb7\u5165\u6a5f\u6703<\/h2>\n<p>\u52a0\u62ff\u5927\u79d1\u6280\u80a1<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=ENGH%3ACA\">Enghouse Systems Ltd \uff08TSX: ENGH\uff09<\/a>\u7684\u80a1\u50f9\u6700\u8fd1\u56de\u8abf\u7d0427%\uff0c\u4f46\u904e\u53bb\u5341\u5e74\u901a\u904e\u6536\u8cfc\u548c\u5167\u751f\u589e\u9577\u5be6\u73fe\u4e8629%\u7684\u5e74\u5316\u6536\u76ca\u7387\uff0c\u5e7e\u4e4e\u662f\u4e00\u96bb13\u500d\u80a1\u3002\u8a72\u516c\u53f8\u8cc7\u7523\u8ca0\u50b5\u8868\u4e7e\u6de8\uff0c\u696d\u52d9\u591a\u5143\uff0c\u73fe\u91d1\u6d41\u5145\u88d5\u5e77\u4fdd\u7559\u4e00\u90e8\u5206\u76c8\u5229\u7528\u4e8e\u8cc7\u52a9\u696d\u52d9\u7684\u589e\u9577\u3002\u6b64\u5916\uff0cEnghouse\u9084\u662f\u52a0\u62ff\u5927\u7684\u4e00\u96bb\u80a1\u606f\u8cb4\u65cf\u80a1\uff0c\u5341\u5e74\u7684\u80a1\u606f\u589e\u901f\u9ad8\u905421%\u3002<\/p>\n<h2>Cenovus Energy\uff1a\u6536\u8cfc\u548c\u884c\u696d\u5fa9\u8607\u5169\u5927\u5229\u597d<\/h2>\n<p>\u52a0\u62ff\u5927\u7b2c\u4e09\u5927\u6cb9\u6c23\u751f\u7523\u5546\u4ee5\u53ca\u7b2c\u4e8c\u5927\u7149\u6cb9\u5546Cenovus Energy Inc\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=CVE%3ACA\">TSX: CVE<\/a>\uff09\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=CVE\">NYSE: CVE<\/a>\uff09\u525b\u525b\u5b8c\u6210\u5c0d\u8d6b\u65af\u57fa\u80fd\u6e90Husky Energy\u7684\u6536\u8cfc\uff0c\u9019\u978f\u56fa\u4e86\u8a72\u516c\u53f8\u5728\u52a0\u62ff\u5927\u6cb9\u6c23\u884c\u696d\u7684\u9818\u5c0e\u5730\u4f4d\u3002\u9019\u4e00\u6642\u6a5f\u525b\u525b\u597d\u7684\u6536\u8cfc\u6709\u5f88\u591a\u512a\u52e2\u3002\u6bd4\u5982\u8aaa\uff0c\u6536\u8cfc\u6642\u80fd\u6e90\u80a1\u4f30\u503c\u8655\u4e8e\u6b77\u53f2\u4f4e\u4f4d\uff0c\u800c\u50c5\u50c5\u5e7e\u500b\u6708\u4e4b\u5f8c\uff0c\u6cb9\u6c23\u884c\u696d\u5c31\u5df2\u7d93\u51fa\u73fe\u4e86\u5fa9\u8607\u7684\u8ff9\u8c61\u3002Cenovus Energy\u5c07\u53d7\u76ca\u4e8e\u884c\u696d\u7684\u5fa9\u8607\u4ee5\u53ca\u5e77\u8cfc\u5e36\u4f86\u7684\u5de8\u5927\u7684\u5354\u540c\u6548\u61c9\u3002<\/p>\n<h2>Dye &amp; Durham\uff1a\u80a1\u50f9\u56de\u8abf\u63d0\u4f9b\u8cb7\u5165\u6a5f\u6703<\/h2>\n<p>\u52a0\u62ff\u5927\u8edf\u4ef6\u548c\u6280\u8853\u89e3\u51b3\u65b9\u6848\u63d0\u4f9b\u5546<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=DND%3ACA\">Dye &amp; Durham Ltd\uff08TSX: DND\uff09<\/a>\u64c1\u6709\u5927\u91cf\u4e14\u591a\u5143\u7684\u5ba2\u6236\uff0c\u5f88\u9ad8\u7684\u5ba2\u6236\u7559\u5b58\u7387\uff0c\u4ee5\u53ca\u8207\u9802\u7aef\u5ba2\u6236\u7c3d\u7f72\u7684\u9577\u671f\u5408\u540c\uff0c\u53e0\u52a0\u901a\u904e\u6536\u8cfc\u52a0\u5feb\u589e\u9577\u7684\u80fd\u529b\uff0c\u8a72\u516c\u53f8\u7684\u6536\u5165\u548c\u8abf\u6574\u5f8cEBITDA\u64c1\u6709\u4e86\u5f3a\u5927\u7684\u5f8c\u76fe\uff0c\u9032\u800c\u9a45\u52d5\u80a1\u50f9\u4e0a\u6f32\u3002\u6700\u65b0\u767c\u5e03\u7684\u5b63\u5831\u986f\u793a\uff0c\u516c\u53f8\u6536\u5165\u548c\u8abf\u6574\u5f8cEBITDA\u5747\u540c\u6bd4\u589e\u957796%\uff0c\u5e77\u9810\u8a08FY21\u7684\u8abf\u6574\u5f8cEBITDA\u5c07\u589e\u9577116%\uff0cFY22\u7684\u9810\u671f\u589e\u901f\u7232150%\u3002\u4e00\u53e5\u8a71\u7e3d\u7d50\uff0c\u8a72\u80a1\u696d\u52d9\u7a69\u5065\uff0c\u6536\u8cfc\u63d0\u5347\u696d\u7e3e\uff0c\u76c8\u5229\u8da8\u52e2\u5411\u4e0a\uff0c\u8fd1\u671f\u80a1\u50f9\u7684\u56de\u8abf\u53cd\u800c\u63d0\u4f9b\u4e86\u7d55\u4f73\u7684\u8cb7\u5165\u6a5f\u6703\u3002<\/p>\n<h2>\u52a0\u62ff\u5927\u570b\u6c11\u9280\u884c\uff1a\u76c8\u5229\u9023\u7e8c\u4e03\u500b\u5b63\u5ea6\u8d85\u9810\u671f<\/h2>\n<p>2\u670824\u65e5\uff0c<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=NA%3ACA\">\u52a0\u62ff\u5927\u570b\u6c11\u9280\u884cNational Bank of Canada\uff08TSX: NA\uff09<\/a>\u767c\u5e03\u7684\u4e00\u5b63\u5831\u986f\u793a\uff0c\u516c\u53f8\u8abf\u6574\u5f8c\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u589e\u957726.5%\u81f3$2.15\uff0c\u9ad8\u4e8e\u6d77\u7063\u8857\u5206\u6790\u5e2b\u9810\u671f\u7684$1.71\uff0c\u5e77\u4e14\u5728\u65b0\u51a0\u80ba\u708e\u75ab\u60c5\u671f\u9593\u4ea4\u51fa\u4e86\u4e03\u500b\u5b63\u5ea6\u76c8\u5229\u5747\u8d85\u5206\u6790\u5e2b\u9810\u671f\u7684\u6210\u7e3e\u55ae\u3002\u6de8\u5229\u606f\u6536\u5165\u7684\u589e\u9577\u52a9\u529b\u8a72\u884c\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u9577\uff0c\u8abf\u6574\u5f8c\u6de8\u5229\u6f64\u7387\u4e5f\u5f9e\u4e0a\u5e74\u540c\u671f\u768428.6%\u63d0\u9ad8\u81f333.4%\u3002<\/p>\n<h2>Topicus.com\uff1a\u52a0\u62ff\u5927\u4e0b\u4e00\u500b\u79d1\u6280\u80a1\u5de8\u982d<\/h2>\n<p>\u52a0\u62ff\u5927\u79d1\u6280\u80a1<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=TOI%3ACA\">Topicus.com Inc.\uff08TSXV: TOI\uff09<\/a>\u525b\u525b\u5f9eConstellation Software Inc\uff08TSX: CSU\uff09\u5206\u62c6\u51fa\u4f86\uff0c\u6709\u53ef\u80fd\u6210\u7232\u52a0\u62ff\u5927\u4e0b\u4e00\u500b\u79d1\u6280\u5de8\u982d\u3002\u8a72\u516c\u53f8\u5c08\u6ce8\u4e8e\u6b50\u6d32\u79d1\u6280\u9818\u57df\uff0c\u696d\u52d9\u8986\u84cb\u6b50\u6d3213\u500b\u570b\u5bb6\uff0c\u670d\u52d9\u8d85\u904e10\u842c\u5ba2\u6236\u4ee5\u53ca40\u500b\u5782\u76f4\u5e02\u5834\u3002\u8ddfConstellation Software\u4e00\u6a23\uff0cTopicus.com\u4e5f\u5c07\u6210\u7232\u4f01\u696d\u7684\u6574\u5408\u8005\uff0c\u958b\u5c55\u5404\u7a2e\u5e77\u8cfc\u6d3b\u52d5\uff0c\u5c07\u80fd\u591f\u6eff\u8db3\u5ba2\u6236\u9700\u6c42\uff0c\u638c\u63e1\u91cd\u8981\u8edf\u4ef6\u89e3\u51b3\u65b9\u6848\u7684\u516c\u53f8\u6536\u5165\u56ca\u4e2d\u3002\u56b4\u8b39\u7684\u8cc7\u672c\u914d\u7f6e\u6230\u7565\u662f\u8a72\u516c\u53f8\u4e0d\u65b7\u5411\u524d\u7684\u5fc5\u5099\u689d\u4ef6\u3002\u6240\u5e78\u7684\u662f\uff0c\u8a72\u516c\u53f8\u8463\u4e8b\u6703\u7576\u4e2d\u6709\u4e00\u500b\u4eba\u5f88\u591a\u52a0\u62ff\u5927\u6295\u8cc7\u8005\u90fd\u975e\u5e38\u719f\u6089\uff0c\u4ed6\u5c31\u662fConstellation Software\u7684\u7e3d\u88c1Mark Leonard\u3002<\/p>\n<h2>\u68ee\u79d1\u80fd\u6e90\uff1a\u6cb9\u50f9\u53cd\u5f48\u7684\u53d7\u76ca\u8005<\/h2>\n<p>\u96a8\u8457\u5168\u7403\u9700\u6c42\u7684\u4e0a\u5347\u4ee5\u53ca\u4f9b\u7d66\u7aef\u51fa\u73fe\u7684\u64fe\u52d5\uff0cWTI\u539f\u6cb9\u50f9\u683c\u5df2\u7d93\u5f3a\u52c1\u53cd\u5f48\u81f3\u6bcf\u6876$60\u4e0a\u65b9\uff0c\u5e77\u4e14\u884c\u696d\u5c08\u5bb6\u9810\u8a08\u6cb9\u50f9\u9084\u5c07\u9032\u4e00\u6b65\u8d70\u9ad8\u3002\u52a0\u62ff\u5927\u7d9c\u5408\u80fd\u6e90\u516c\u53f8\u68ee\u79d1\u80fd\u6e90Suncor Energy\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=SU%3ACA\">TSX: SU<\/a>\uff09\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=SU\">NYSE: SU<\/a>\uff09\u662f\u6cb9\u50f9\u4e0a\u6f32\u7684\u91cd\u8981\u53d7\u76ca\u8005\uff0c\u8a72\u516c\u53f8\u80a1\u50f9\u4eca\u5e74\u8fc4\u4eca\u5df2\u7d93\u4e0a\u6f32\u7d0420%\u3002\u6b64\u5916\uff0c\u7ba1\u7406\u5c64\u9810\u8a08\u516c\u53f8\u4eca\u5e74\u7523\u91cf\u4ee5\u53ca\u7149\u6cb9\u5ee0\u7684\u7523\u80fd\u5229\u7528\u7387\u5c07\u6703\u63d0\u9ad8\uff0c\u800c\u71df\u696d\u8cbb\u7528\u6216\u5c07\u4e0b\u964d\u3002\u6700\u5f8c\uff0c\u68ee\u79d1\u80fd\u6e90\u7684\u4f30\u503c\u4e5f\u9817\u5177\u5438\u5f15\u529b\uff0c\u9060\u671f\u5e02\u92b7\u7387\u548c\u5e02\u6de8\u7387\u5206\u5225\u72321.3\u548c1.1\u3002<\/p>\n<h2>HEXO\uff1a\u6536\u8cfc\u7af6\u722d\u5c0d\u624bZenabis Global<\/h2>\n<p>\u4e8c\u6708\uff0c\u52a0\u62ff\u5927\u5927\u9ebb\u80a1Hexo Corp\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=HEXO%3ACA\">TSX: HEXO<\/a>\uff09\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=HEXO\">NYSE: HEXO<\/a>\uff09\u5ba3\u5e03\u5c07\u4ee5$2.35\u5104\u7684\u50f9\u683c\u6536\u8cfc\u7af6\u722d\u5c0d\u624bZenabis Global\uff0c\u5f9e\u800c\u9032\u4e00\u6b65\u592f\u5be6\u5728\u6b50\u6d32\u4ee5\u53ca\u570b\u5167\u7684\u5e02\u5834\u5730\u4f4d\u3002\u6536\u8cfc\u5b8c\u6210\u5f8c\uff0cHEXO\u5c07\u65b0\u589e\u5169\u500b\u5ba4\u5167\u7a2e\u690d\u8a2d\u65bd\u4ee5\u53ca\u4e00\u5ea7\u6eab\u5ba4\uff0c\u540c\u6642\u5e77\u8cfc\u5c07\u63d0\u4f9b\u5de8\u5927\u7684\u5354\u540c\u6548\u61c9\u5e77\u9032\u4e00\u6b65\u6539\u5584\u8ca1\u52d9\u72c0\u51b5\uff0c\u7b2c\u4e00\u5e74\u5167\u7684\u6210\u672c\u4f30\u8a08\u5c07\u56e0\u6b64\u51cf\u5c11\u5927\u7d04$2000\u842c\u3002<\/p>\n<h2>Shopify\uff1a\u56de\u8abf\u5c31\u8cb7\u5165<\/h2>\n<p>\u5728\u7d93\u904e\u706b\u7bad\u5f0f\u7684\u589e\u9577\u5f8c\uff0cShopify Inc\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=SHOP%3ACA\">TSX: SHOP<\/a>\uff09\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=SHOP\">NYSE.SHOP<\/a>\uff09\u7684\u76c8\u5229\u5c07\u8da8\u4e8e\u5e38\u614b\u3002\u800c\u6240\u8b02\u7684\u5e38\u614b\uff0c\u662f40-50%\u7684\u6536\u5165\u589e\u5e45\u4ee5\u53ca60-80%\u7684\u80a1\u50f9\u6f32\u5e45\u3002\u672c\u6708\uff0c\u53d7\u7bc0\u65e5\u5b63\u92b7\u552e\u71b1\u5ea6\u7684\u51cf\u9000\u4ee5\u53ca\u5b63\u7bc0\u6027\u75b2\u8edf\u7684\u5f71\u97ff\uff0c\u8a72\u80a1\u80a1\u50f9\u5c07\u51fa\u73fe\u56de\u8abf\u3002\u4e0d\u904e\uff0c\u516c\u53f8\u5c07\u5728\u4e8c\u5b63\u5ea6\u6062\u5fa9\u589e\u9577\u5e77\u5728\u5341\u4e8c\u6708\u5275\u51fa\u65b0\u9ad8\uff0c\u56e0\u6b64\u6295\u8cc7\u8005\u61c9\u7576\u9022\u4f4e\u8cb7\u5165\u3002\u53e6\u5916\uff0c\u7d93\u6fdf\u5fa9\u8607\u4ee5\u53ca\u6d88\u8cbb\u652f\u51fa\u7684\u66b4\u589e\u5c07\u63d0\u632fShopify\u7684\u696d\u7e3e\u3002<\/p>\n<h2>Enbridge\uff1a\u591a\u5143\u5316\u7684\u52a0\u62ff\u5927\u80fd\u6e90\u5de8\u982d<\/h2>\n<p>\u52a0\u62ff\u5927\u80fd\u6e90\u57fa\u790e\u8a2d\u65bd\u5de8\u982dEnbridge Inc\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=ENB%3ACA\">TSX: ENB<\/a>\uff09\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=ENB\">NYSE: ENB<\/a>\uff09\u7684\u89f8\u89d2\u4f38\u5411\u4e86\u5404\u500b\u9818\u57df\uff0c\u5f9e\u4e0d\u65b7\u589e\u52a0\u7684\u53ef\u518d\u751f\u80fd\u6e90\u8cc7\u7523\u5230\u5229\u6f64\u8c50\u539a\u7684\u6cb9\u6c23\u7ba1\u9053\u696d\u52d9\u3002\u5728\u8a55\u4f30\u4e00\u96bb\u80a1\u7968\u6642\uff0c\u6211\u5011\u5f80\u5f80\u5ffd\u8996\u4e86\u591a\u5143\u5316\u6c34\u5e73\u9019\u4e00\u95dc\u9375\u8981\u7d20\u3002Enbridge\u7684\u7ba1\u9053\u696d\u52d9\u63d0\u4f9b\u4e00\u500b\u53ef\u9760\u4e14\u9632\u79a6\u6027\u7684\u6536\u5165\u6d41\uff0c\u6cb9\u50f9\u6ce2\u52d5\u5c0d\u5176\u5f71\u97ff\u4e0d\u5927\u3002\u52a0\u62ff\u5927\u7523\u51fa\u5e77\u904b\u5f80\u7f8e\u570b\u5e02\u5834\u7684\u6240\u6709\u77f3\u6cb9\u7576\u4e2d\uff0c65%\u7531\u8a72\u516c\u53f8\u7684\u7ba1\u9053\u9032\u884c\u904b\u8f38\u3002\u9664\u6b64\u4e4b\u5916\uff0c\u8a72\u80a1\u7684\u80a1\u606f\u7387\u9ad8\u90547.56%\uff0c\u4f30\u503c\u4e5f\u8655\u4e8e\u6298\u50f9\u6c34\u5e73\u3002<\/p>\n<h2>Kinaxis\uff1a\u5ba2\u6236\u7559\u5b58\u7387\u9ad8\u9054100%<\/h2>\n<p>2020\u5e74\u5168\u7403\u75ab\u60c5\u671f\u9593\uff0c\u52a0\u62ff\u5927\u4f9b\u61c9\u93c8\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u63d0\u4f9b\u5546<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=KXS%3ACA\">Kinaxis Inc\uff08TSX: KXS\uff09<\/a>\u7684\u92b7\u552e\u984d\u7e7c\u7e8c\u589e\u9577\u3002\u516c\u53f8\u5ba2\u6236\u7559\u5b58\u7387\u9ad8\u9054100%\uff0c\u92b7\u552e\u984d\u5e74\u5747\u8907\u5408\u589e\u9577\u7387\uff08CAGR\uff09\u572820%\u4ee5\u4e0a\uff0c\u5229\u6f64\u7387\u7a69\u5b9a\uff0c\u81ea\u7531\u73fe\u91d1\u6d41\u6301\u7e8c\u589e\u9577\u4e14\u9577\u671f\u8ca0\u50b5\u7232\u96f6\u3002\u53bb\u5e74\u56db\u5b63\u5ea6\u671f\u9593\uff0c\u516c\u53f8AI\u8ce6\u80fd\u7684RapidResponse\u5e73\u81fa\u7e7c\u7e8c\u65ac\u7372\u65b0\u7684\u5ba2\u6236\u3002\u6309\u7167\u65b0\u7684\u6536\u5165\u78ba\u8a8d\u6a21\u578b\uff0c\u516c\u53f82021\u5e743\u67084\u65e5\u767c\u5e03\u7684\u76c8\u5229\u6216\u5c07\u8d85\u9810\u671f\uff0c\u5f9e\u800c\u5e36\u52d5\u8a72\u80a1\u80a1\u50f9\u5927\u5e45\u89f8\u5e95\u53cd\u5f48\u3002\u6b64\u5916\uff0c\u75ab\u60c5\u671f\u9593\u66ab\u7de9\u8cfc\u8cb7\u7684\u5ba2\u6236\u6216\u5c07\u6062\u5fa9\u8ac7\u5224\u3002\u516c\u53f8\u7ba1\u7406\u5c64\u95dc\u4e8e2021\u5e74\u7684\u76c8\u5229\u6307\u5f15\u975e\u5e38\u503c\u5f97\u95dc\u6ce8\u3002<\/p>\n<h2>Freehold Royalties\uff1a\u4f4e\u98a8\u96aa\u7684\u52a0\u62ff\u5927\u80fd\u6e90\u80a1<\/h2>\n<p>\u52a0\u62ff\u5927\u80fd\u6e90\u80a1<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=FRU%3ACA\">Freehold Royalties Ltd\uff08TSX: FRU\uff09<\/a>\u7684\u98a8\u96aa\u8f03\u4f4e\uff0c\u65e2\u9069\u5408\u80a1\u606f\u6295\u8cc7\u8005\uff0c\u540c\u6642\u9084\u5177\u5099\u5f88\u5927\u7684\u8cc7\u672c\u5229\u5f97\u6f5c\u529b\u3002\u96a8\u8457\u75ab\u60c5\u9010\u6b65\u7372\u5f97\u63a7\u5236\uff0c\u80fd\u6e90\u80a1\u5df2\u7d93\u51fa\u73fe\u4e86\u660e\u986f\u7684\u4e0a\u6f32\uff0cFreehold\u7684\u80a1\u50f9\u76f8\u8f03\u53bb\u5e74\u5341\u6708\u7684\u4f4e\u9ede\u5df2\u7d93\u53cd\u5f48\u8d85\u904e100%\u3002\u5118\u7ba1\u5982\u6b64\uff0c\u8a72\u80a1\u4ecd\u56b4\u91cd\u4f4e\u4f30\uff0c\u4f46\u9019\u7a2e\u6298\u50f9\u5728\u7576\u524d\u80fd\u6e90\u80a1\u7684\u52d5\u80fd\u4e0b\u4e0d\u6703\u6c38\u9060\u4fdd\u6301\u4e0b\u53bb\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u4e8c\u6708\u672b\uff0c\u7d93\u6fdf\u589e\u9577\u63d0\u901f\u4ee5\u53ca\u9ad8\u901a\u8139\u9810\u671f\u52a0\u52a0\u62ff\u5927\u80a1\u5e02\u98a8\u683c\u7684\u5207\u63db\u3002\u4e0a\u9031\uff0c\u7d93\u6fdf\u57fa\u672c\u9762\u7684\u6539\u5584\u5c07\u52a0\u62ff\u5927\u548c\u7f8e\u570b\u7684\u653f\u5e9c\u50b5\u5238\u6536\u76ca\u7387 [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":372106,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522,431],"tags":[568,1677,574],"class_list":["post-372109","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","category-trends-strategies-zh-hant","tag-zh-hant-blog-tag-","tag-technology-zh-hant","tag-574","sectors--zh-hant","sectors-oil-gas-zh-hant","sectors-financial-products-zh-hant","sectors-technology-zh-hant","locations-canada-zh-hant","locations-us-zh-hant","exchange-nasdaq-zh-hant","exchange-nyse-zh-hant","exchange-tsx-zh-hant","exchange-tsx-v-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/372109","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=372109"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/372109\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/372106"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=372109"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=372109"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=372109"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}