{"id":415741,"date":"2022-02-27T19:19:16","date_gmt":"2022-02-28T03:19:16","guid":{"rendered":"https:\/\/nai500.com\/blog\/2022\/02\/%e4%bf%84%e4%b9%8c%e5%8d%b1%e6%9c%ba%e5%8d%87%e7%ba%a7%ef%bc%8c%e8%bf%995%e7%a7%8d%e5%a4%a7%e5%ae%97%e5%95%86%e5%93%81%e6%88%96%e7%88%86%e5%8f%91\/"},"modified":"2024-02-26T16:58:25","modified_gmt":"2024-02-27T00:58:25","slug":"%e4%bf%84%e7%83%8f%e5%8d%b1%e6%a9%9f%e5%8d%87%e7%b4%9a%ef%bc%8c%e9%80%995%e7%a8%ae%e5%a4%a7%e5%ae%97%e5%95%86%e5%93%81%e6%88%96%e7%88%86%e7%99%bc","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2022\/02\/%e4%bf%84%e7%83%8f%e5%8d%b1%e6%a9%9f%e5%8d%87%e7%b4%9a%ef%bc%8c%e9%80%995%e7%a8%ae%e5%a4%a7%e5%ae%97%e5%95%86%e5%93%81%e6%88%96%e7%88%86%e7%99%bc\/","title":{"rendered":"\u4fc4\u70cf\u5371\u6a5f\u5347\u7d1a\uff0c\u90195\u7a2e\u5927\u5b97\u5546\u54c1\u6216\u7206\u767c"},"content":{"rendered":"<p>\u4fc4\u7f85\u65af\u548c\u70cf\u514b\u862d\u4e4b\u9593\u7684\u5371\u6a5f\u6b63\u6108\u6f14\u6108\u70c8\uff0c\u9019\u5c07\u5c0d\u591a\u7a2e\u95dc\u9375\u5927\u5b97\u5546\u54c1\u5e36\u4f86\u6df1\u9060\u7684\u5f71\u97ff\u3002\u4fc4\u7f85\u65af\u5360\u5168\u7403\u92c1\u4f9b\u61c9\u91cf\u7684\u5927\u7d046%\uff0c\u91dd\u5c0d\u83ab\u65af\u79d1\u7684\u5236\u88c1\u5c07\u7d66\u672c\u5df2\u7dca\u5f35\u7684\u5e02\u5834\u5e36\u4f86\u4f9b\u7d66\u885d\u64ca\u3002\u6b64\u5916\uff0c\u96a8\u8457\u70cf\u514b\u862d\u7684\u5c40\u52e2\u9032\u4e00\u6b65\u60e1\u5316\uff0c\u77f3\u6cb9\u548c\u5929\u7136\u6c23\u7684\u4f9b\u61c9\u4e5f\u5c07\u6536\u7dca\u3002<\/p>\n<p>\u4fc4\u70cf\u5371\u6a5f\u4e4b\u4e0b\uff0c\u90195\u7a2e\u5927\u5b97\u5546\u54c1\u50f9\u683c\u53ef\u80fd\u6703\u51fa\u73fe\u66b4\u6f32\u3002<\/p>\n<h2>1. \u92c1<\/h2>\n<p>\u7f8e\u570b\u5730\u8cea\u8abf\u67e5\u5c40\uff08USGS\uff09\u7684\u6578\u64da\u986f\u793a\uff0c\u4fc4\u7f85\u65af2021\u5e74\u751f\u7523\u4e86\u5927\u7d04370\u842c\u5678\u7684\u92c1\uff0c\u5360\u5168\u7403\u92c1\u7523\u91cf\uff08\u7d046800\u842c\u5678\uff09\u7684\u5927\u7d046%\u3002\u53e6\u5916\u7f8e\u570b\u4e2d\u592e\u60c5\u5831\u5c40\uff08CIA\uff09\u300a\u4e16\u754c\u6982\u51b5\u300b\uff08World Factbook\uff09\u7684\u6578\u64da\u986f\u793a\uff0c\u4e2d\u570b\u662f\u5168\u7403\u6700\u5927\u7684\u92c1\u751f\u7523\u570b\uff0c2021\u5e74\u7684\u7523\u91cf\u7d04\u72323900\u842c\u5678\uff0c\u4f46\u4fc4\u7f85\u65af\u540c\u6642\u4e5f\u662f\u9019\u4e00\u5927\u5b97\u5546\u54c1\u7684\u51fa\u53e3\u5927\u570b\u3002\u56e0\u6b64\uff0c\u4fc4\u70cf\u5371\u6a5f\u7684\u60e1\u5316\u5c07\u52a0\u5927\u92c1\u5e02\u51fa\u73fe\u4f9b\u7d66\u885d\u64ca\u7684\u6982\u7387\u3002<\/p>\n<p>\u4eca\u5e74\u8fc4\u4eca\uff08\u622a\u81f32\u670821\u65e5\uff0c\u4e0b\u540c\uff09\uff0c\u92c1\u50f9\u5df2\u7d93\u4e0a\u6f32\u7d0415%\u5e77\u903c\u8fd1\u591a\u5e74\u9ad8\u9ede\u3002Jefferies\u7684\u5206\u6790\u5e2bChristopher LaFemini\u8868\u793a\uff0c\u5373\u4f7f\u6b50\u6d32\u5730\u7de3\u653f\u6cbb\u98a8\u96aa\u51cf\u9000\uff0c\u4f46\u7531\u4e8e\u5e02\u5834\u77ed\u7f3a\u72c0\u51b5\u5c07\u6301\u7e8c\uff0c\u92c1\u50f9\u5f88\u6709\u53ef\u80fd\u6703\u5148\u8dcc\u5f8c\u6f32\u3002\u8207\u6b64\u540c\u6642\uff0c\u5168\u7403\u5927\u578b\u92c1\u751f\u7523\u5546<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=AA\">\u7f8e\u570b\u92c1\u696dAlcoa\uff08NYSE:AA\uff09<\/a>\u7684\u80a1\u50f9\u904e\u53bb1\u5e74\u4e0a\u6f32270%\uff0c\u4eca\u5e74\u8fc4\u4eca\u4e0a\u6f3231.3%\u3002LaFemina\u5c07\u8a72\u80a1\u76ee\u6a19\u50f9\u5f9e$75\u4e0a\u8abf\u81f3$90\uff0c\u80a1\u50f9\u4e0a\u6f32\u7a7a\u959315%\uff0c\u540c\u6642\u7dad\u6301\u201c\u8cb7\u5165\u201d\u8a55\u7d1a\u3002<\/p>\n<h2>2. \u77f3\u6cb9<\/h2>\n<p>\u4fc4\u7f85\u65af\u662f\u77f3\u6cb9\u548c\u5929\u7136\u6c23\u5927\u570b\uff0c\u65e5\u7523\u539f\u6cb9\u5927\u7d04900\u842c\u6876\uff0c\u76f8\u6bd4\u7f8e\u570b\u7684\u65e5\u7523\u91cf\u7d04\u72321160\u842c\u6876\uff0c\u5168\u7403\u7d049600\u842c\u6876\u3002\u5168\u7403\u57fa\u6e96\u539f\u6cb9\u50f9\u683c\u4eca\u5e74\u8fc4\u4eca\u4e0a\u6f32\u7d0420%\u5e77\u903c\u8fd17\u5e74\u9ad8\u9ede\u3002\u6b64\u5916\uff0c\u8ddf\u4ee5\u5f80\u4e0d\u540c\u7684\u662f\uff0c\u96d6\u7136\u6cb9\u50f9\u5927\u6f32\uff0c\u539f\u6cb9\u5eab\u5b58\u4e0b\u6ed1\uff0c\u4f46\u4f9b\u7d66\u5374\u9072\u9072\u6c92\u6709\u8ddf\u4e0a\u3002\u6b50\u4f69\u514b+\u96d6\u7136\u5236\u5b9a\u4e86\u5f88\u9ad8\u7684\u589e\u7523\u8a08\u5283\uff0c\u4f46\u5374\u983b\u983b\u9054\u4e0d\u5230\u76ee\u524d\uff0c\u800c\u4e14\u6709\u8ff9\u8c61\u986f\u793a\u9019\u7a2e\u60c5\u51b5\u5c07\u9032\u4e00\u6b65\u60e1\u5316\u3002<\/p>\n<p>\u96ea\u4f5b\u9f8dChevron\uff08NYSE:CVX\uff09\u767c\u5e03\u56db\u5b63\u5831\u6642\u6307\u51fa\uff0c2022\u5e74\u7684\u7523\u91cf\u9810\u8a08\u5c07\u540c\u6bd4\u6301\u5e73\u3002\u57c3\u514b\u68ee\u7f8e\u5b5aExxon Mobil\uff08NYSE:XOM\uff09\u3001\u82f1\u570b\u77f3\u6cb9BP\uff08NYSE:BP\uff09\u4ee5\u53ca\u5eb7\u83f2\u77f3\u6cb9ConocoPhillips\uff08NYSE:COP\uff09\u4e5f\u662f\u985e\u4f3c\u7684\u60c5\u51b5\u3002Bakken\u5730\u5340\u7684\u751f\u7523\u5546Whiting Petroleum Corp\uff08NYSE:WLL\uff09\u5ba3\u5e03\uff0c\u516c\u53f8\u8a08\u52832022\u5e74\u7684\u8cc7\u672c\u652f\u51fa\u589e\u957755%\u5e77\u6536\u8cfc\u8cc7\u7523\uff0c\u4f46\u7523\u91cf\u50c5\u589e\u9577\u7d043%\u3002\u947d\u63a2\u516c\u53f8Nabors Industries Ltd.\uff08NYSE:NBR\uff09\u767c\u5e03\u8ca1\u5831\u6642\u8868\u793a\uff0c\u4ed6\u5011\u9810\u8a08\u4e00\u5b63\u5ea6\u7f8e\u570b\u4ee5\u5916\u5730\u5340\u5c07\u4e0d\u6703\u65b0\u589e\u947d\u4e95\u3002<\/p>\n<p>\u7b56\u7565\u5e2bDavid Roche\u8868\u793a\uff0c\u5982\u679c\u4fc4\u7f85\u65af\u5165\u4fb5\u70cf\u514b\u862d\uff0c\u5168\u7403\u7d93\u6fdf\u5c07\u5f9e\u201c\u6839\u672c\u4e0a\u6539\u8b8a\u201d\uff0c\u6cb9\u50f9\u201c\u6beb\u7121\u7591\u554f\u201d\u5c07\u89f8\u53ca\u6bcf\u6876$120\u3002<\/p>\n<h2>3. \u5929\u7136\u6c23<\/h2>\n<p>\u4fc4\u7f85\u65af\u662f\u5929\u7136\u6c23\u751f\u7523\u5927\u570b\uff0c2021\u5e74\u7684\u7523\u91cf\u7d04\u72326390\u5104\u7acb\u65b9\u7c73\uff0c\u5360\u5168\u7403\u7523\u91cf\uff083.854\u842c\u5104\u7acb\u65b9\u7c73\uff09\u7684\u8fd117%\uff08\u82f1\u570b\u77f3\u6cb9\u516c\u53f8\u6578\u64da\uff09\u3002\u4fc4\u70cf\u5371\u6a5f\u4e0b\uff0c\u6b50\u6d32\u5929\u7136\u6c23\u50f9\u683c\u5df2\u7d93\u89f8\u53ca\u65b0\u9ad8\u3002\u5168\u95772607\u82f1\u91cc\u7684\u4e9e\u99ac\u723e-\u6b50\u6d32\u7ba1\u9053\u7684\u8f38\u6c23\u91cf\u6b63\u5728\u4e0d\u65b7\u4e0b\u964d\uff0c\u4fc4\u7f85\u65af\u5426\u8a8d\u9019\u8207\u70cf\u514b\u862d\u5371\u6a5f\u5b58\u5728\u95dc\u806f\u3002\u53e6\u5916\uff0c\u53e6\u4e00\u689d\u5099\u53d7\u722d\u8b70\u7684\u6b50\u6d32\u8f38\u6c23\u7ba1\u9053\u5317\u6eaa2\u7684\u5be9\u6279\u548c\u5efa\u8a2d\u4e5f\u5c07\u56e0\u7232\u5371\u6a5f\u5347\u7d1a\u800c\u9677\u5165\u505c\u6eef\u72c0\u614b\u3002<\/p>\n<p>\u5982\u679c\u4fc4\u7f85\u65af\u5411\u6b50\u6d32\u7684\u5929\u7136\u6c23\u4f9b\u61c9\u51cf\u5c11\uff0c\u5e02\u5834\u5c0d\u7f8e\u570b\u6db2\u5316\u5929\u7136\u6c23\u7684\u9700\u6c42\u5c07\u5927\u5e45\u589e\u9577\u3002\u5e74\u5e95\u8def\u6613\u65af\u5b89\u90a3\u5ddeSabine Pass\u548cCalcasieu Pass\u65b0\u7684LNG\u6db2\u5316\u88dd\u7f6e\u6295\u5165\u904b\u884c\u5f8c\uff0c\u7f8e\u570b\u4eca\u5e74\u6709\u671b\u8d85\u8d8a\u5361\u5854\u723e\u548c\u6fb3\u5927\u5229\u4e9e\u6210\u7232\u5168\u7403\u6700\u5927\u7684\u6db2\u5316\u5929\u7136\u6c23\uff08LNG\uff09\u51fa\u53e3\u570b\u30022015\u5e74\u4ee5\u4f86\uff0c\u5f97\u76ca\u4e8e\u4e2d\u570b\u53ca\u4e9e\u6d32\u5176\u4ed6\u5730\u5340\u9700\u6c42\u7684\u98c8\u5347\uff0c\u5168\u7403LNG\u7684\u9700\u6c42\u91cf\u4e0d\u65b7\u5275\u65b0\u9ad8\u3002\u8207\u6b64\u540c\u6642\uff0c\u7f8e\u570bLNG\u51fa\u53e3\u91cf\u4e5f\u7a69\u6b65\u6500\u5347\uff0c2016\u5e74\u4ee5\u4f86\u6bcf\u5e74\u90fd\u5275\u65b0\u9ad8\uff0c\u5e77\u4e14\u9019\u4e00\u8da8\u52e2\u9810\u8a08\u9084\u5c07\u6301\u7e8c\u3002<\/p>\n<h2>4. \u9285<\/h2>\n<p>USGS\u7684\u6578\u64da\u986f\u793a\uff0c\u4fc4\u7f85\u65af2021\u5e74\u7cbe\u9285\u7523\u91cf\u723292\u842c\u5678\uff0c\u7d04\u5360\u5168\u7403\u7523\u91cf\u76843.5%\u3002\u4fc4\u7f85\u65af\u4e3b\u8981\u7684\u9285\u751f\u7523\u5546\u5305\u62ecNornickel\uff08\u9285\u7523\u91cf\u7232406841\u5678\uff09\uff0c\u4ee5\u53caUMMC\u548cRussian Copper Company\uff0c\u4e3b\u8981\u7684\u51fa\u53e3\u5e02\u5834\u662f\u4e9e\u6d32\u548c\u6b50\u6d32\u3002\u5728\u51cf\u78b3\u7684\u5927\u80cc\u666f\u4e0b\uff0c\u4ee5\u53ca\u5728\u96fb\u52d5\u8eca\u4ee5\u53ca\u7da0\u8272\u80fd\u6e90\u7684\u652f\u6491\u4e0b\uff0c\u9285\u88ab\u770b\u505a\u65b0\u77f3\u6cb9\uff0c\u50f9\u683c\u4e5f\u8655\u4e8e\u6b77\u53f2\u9ad8\u9ede\u9644\u8fd1\u3002\u672a\u4f86\uff0c\u9019\u7a2e\u7da0\u8272\u91d1\u5c6c\u7684\u9700\u6c42\u548c\u50f9\u683c\u5c07\u7e7c\u7e8c\u5275\u65b0\u9ad8\u3002<\/p>\n<p>\u9ad8\u76db\u9810\u6e2c\uff0c\u9285\u9700\u6c42\u52302030\u5e74\u5c07\u589e\u9577\u8fd1600%\u81f3540\u842c\u5678\uff0c\u5c4a\u6642\u5e02\u5834\u7f3a\u53e3\u5c07\u9054\u5230820\u842c\u5678\u3002\u56e0\u6b64\uff0c\u8003\u616e\u5230\u7cbe\u9285\u5e02\u5834\uff0c\u5c24\u5176\u662f\u4e2d\u570b\u5e02\u5834\u7684\u4f9b\u9700\u975e\u5e38\u7dca\u5f35\uff0c\u672a\u4f86\u9700\u6c42\u5c07\u8d85\u904e\u4f9b\u7d66\uff0c\u50f9\u683c\u5c07\u96a8\u4e4b\u4e0a\u6f32\u3002\u8a72\u6295\u884c\u7d66\u51fa\u76843\u500b\u6708\u548c12\u500b\u6708\u7684\u76ee\u6a19\u50f9\u7232$1.15\u842c\/\u5678\u3002\u5982\u679c\u897f\u65b9\u570b\u5bb6\u5c0d\u4fc4\u7f85\u65af\u5be6\u65bd\u5236\u88c1\uff0c\u4f9b\u7d66\u5c07\u9032\u4e00\u6b65\u6536\u7dca\u5e77\u5e36\u52d5\u9285\u50f9\u77ed\u671f\u4e0a\u6f32\u3002<\/p>\n<h2>5. \u9237<\/h2>\n<p>USGS\u7684\u6578\u64da\u986f\u793a\uff0c\u4fc4\u7f85\u65af\u662f\u5168\u7403\u7b2c\u4e8c\u5927\u9237\u751f\u7523\u570b\uff0c2021\u5e74\u751f\u7523\u4e867600\u5678\u7684\u9237\uff0c\u5360\u5168\u7403\u7523\u91cf\u7684\u8d85\u904e4%\uff0c\u4f46\u9060\u4f4e\u4e8e\u525b\u679c\u6c11\u4e3b\u5171\u548c\u570b\u768412\u842c\u5678\u3002Nornickel\u662f\u4fc4\u7f85\u65af\u6700\u5927\u7684\u9237\u751f\u7523\u5546\uff0c2021\u5e74\u92b7\u552e5000\u5678\u5e77\u4e14\u4e3b\u8981\u662f\u92b7\u5f80\u6b50\u6d32\u3002<\/p>\n<p>2021\u5e74\uff0c\u53d7\u4f9b\u61c9\u93c8\u554f\u984c\u5f71\u97ff\uff0c\u9237\u50f9\u57282021\u5e74\u4e0a\u6f32\u8d85\u904e90%\uff0c\u4e0d\u904e2022\u5e74\u50f9\u683c\u9810\u8a08\u5c07\u6703\u4f01\u7a69\uff0c\u5176\u4e2d\u4e00\u500b\u91cd\u8981\u539f\u56e0\u662f\u7279\u65af\u62c9Tesla Inc\uff08NASDAQ:TSLA\uff09\u7b49\u96fb\u52d5\u8eca\u88fd\u9020\u5546\u4ee5\u53ca\u4e2d\u570b\u7684\u88fd\u9020\u5546\u958b\u59cb\u8f49\u5411\u78f7\u9178\u9435\u92f0\uff08LFP\uff09\u96fb\u6c60\u3002\u6a19\u666e\u5168\u7403\u666e\u6c0f\u6700\u8fd1\u6307\u51fa\uff0c\u96a8\u8457\u4f9b\u61c9\u93c8\u554f\u984c\u9010\u6b65\u5f97\u5230\u7de9\u89e3\uff0c\u9237\u50f92022\u5e74\u6709\u53ef\u80fd\u4e0b\u964d8.3%\u3002\u56e0\u6b64\uff0c\u5c0d\u4fc4\u7f85\u65af\u7684\u5236\u88c1\u4e0d\u592a\u53ef\u80fd\u6703\u5c0d\u9237\u50f9\u9020\u6210\u592a\u5927\u7684\u5f71\u97ff\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u4fc4\u7f85\u65af\u548c\u70cf\u514b\u862d\u4e4b\u9593\u7684\u5371\u6a5f\u6b63\u6108\u6f14\u6108\u70c8\uff0c\u9019\u5c07\u5c0d\u591a\u7a2e\u95dc\u9375\u5927\u5b97\u5546\u54c1\u5e36\u4f86\u6df1\u9060\u7684\u5f71\u97ff\u3002\u4fc4\u7f85\u65af\u5360\u5168\u7403\u92c1\u4f9b\u61c9\u91cf\u7684\u5927\u7d046%\uff0c\u91dd\u5c0d [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":488844,"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":[589,671,568,895,672,808,784],"class_list":["post-415741","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","category-trends-strategies-zh-hant","tag-589","tag-671","tag-zh-hant-blog-tag-","tag-895","tag-672","tag-808","tag-784","sectors-base-metals-tch","sectors-oil-gas-zh-hant","sectors-energy-metals-tch","exchange-nasdaq-zh-hant","exchange-nyse-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/415741","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=415741"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/415741\/revisions"}],"predecessor-version":[{"id":488847,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/415741\/revisions\/488847"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/488844"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=415741"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=415741"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=415741"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}