{"id":422284,"date":"2022-04-28T17:59:37","date_gmt":"2022-04-29T00:59:37","guid":{"rendered":"https:\/\/nai500.com\/blog\/2022\/04\/%e9%ab%98%e7%9b%9b%e6%8e%a8%e8%8d%90%e7%9a%845%e5%8f%aa%e7%be%8e%e5%9b%bd%e9%a1%b5%e5%b2%a9%e6%b2%b9%e8%82%a1%e7%a5%a8\/"},"modified":"2022-04-28T17:59:45","modified_gmt":"2022-04-29T00:59:45","slug":"%e9%ab%98%e7%9b%9b%e6%8e%a8%e8%96%a6%e7%9a%845%e5%8f%aa%e7%be%8e%e5%9c%8b%e8%91%89%e5%b2%a9%e6%b2%b9%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2022\/04\/%e9%ab%98%e7%9b%9b%e6%8e%a8%e8%96%a6%e7%9a%845%e5%8f%aa%e7%be%8e%e5%9c%8b%e8%91%89%e5%b2%a9%e6%b2%b9%e8%82%a1%e7%a5%a8\/","title":{"rendered":"\u6b77\u53f2\u6027\u914d\u7f6e\u6a5f\u6703\uff0c\u9ad8\u76db\u63a8\u85a6\u76845\u53ea\u7f8e\u570b\u8449\u5ca9\u6cb9\u80a1\u7968"},"content":{"rendered":"<p>\u5404\u7a2e\u8ff9\u8c61\u5747\u986f\u793a\uff0c\u4fc4\u70cf\u6230\u722d\u5c07\u6f14\u8b8a\u6210\u4e00\u5834\u6301\u7e8c\u591a\u500b\u6708\u751a\u81f3\u6578\u5e74\u7684\u6d88\u8017\u6230\u3002\u66f4\u8b93\u4eba\u64d4\u6182\u7684\u662f\uff0c\u6b50\u6d32\u5230\u76ee\u524d\u7232\u6b62\u4f9d\u7136\u62ff\u4e0d\u51fa\u4fc4\u7f85\u65af\u80fd\u6e90\u5e02\u5834\u812b\u920e\u65b9\u6848\u3002\u6b50\u6d32\u6bcf\u5929\u8981\u6d88\u8017\u5927\u7d041400\u842c\u6876\u7684\u77f3\u6cb9\uff0c\u5176\u4e2d\u5927\u7d0430-40%\uff08500\u842c\u6876\uff09\u4f9d\u8cf4\u4fc4\u7f85\u65af\u7684\u9032\u53e3\u3002\u8207\u6b64\u540c\u6642\uff0c\u6b50\u4f69\u514b+\u4e5f\u660e\u78ba\u544a\u77e5\u6b50\u6d32\u4ed6\u5011\u5c07\u7121\u6cd5\u66ff\u4ee3\u4fc4\u7f85\u65af\u7684\u80fd\u6e90\u4f9b\u7d66\u3002<\/p>\n<p>\u9019\u7a2e\u60c5\u51b5\u4e0b\uff0c\u83ef\u723e\u8857\u5224\u65b7\u7f8e\u570b\u7684\u8449\u5ca9\u6cb9\u5c07\u6703\u5d1b\u8d77\u3002\u9ad8\u76db\u6700\u8fd1\u5c31\u8868\u793a\uff0c\u6cb9\u6c23\u8cc7\u672c\u652f\u51fa\u5468\u671f\u5c07\u8fce\u4f86\u8f49\u6298\u9ede\uff0c\u904e\u53bb7\u5e74\u8a72\u884c\u696d\u5546\u696d\u6d3b\u52d5\u7684\u4e0b\u964d\u5df2\u7d93\u57fa\u672c\u8017\u76e1\u4e86\u9591\u7f6e\u7523\u80fd\uff0c\u800c\u4fc4\u70cf\u885d\u7a81\u518d\u6b21\u6fc0\u767c\u4e86\u80fd\u6e90\u4f9b\u7d66\u5b89\u5168\u7684\u7dca\u8feb\u6027\u3002\u8c9d\u840a\u5fb7\u7684Larry 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life\uff09\u92b3\u51cf52%\u30022014\u5e74\u4ee5\u4f86\u63a8\u5ef6\u7684\u6295\u8cc7\u52302024\u5e74\u5c07\u640d\u59311000\u842c\u6876\/\u65e5\u7684\u77f3\u6cb9\u7523\u91cf\uff0c\u76f8\u7576\u4e8e\u6c99\u7279\u7684\u7523\u91cf\u3002<\/li>\n<li>\u6210\u672c\u66f2\u7dab\u8da8\u9661\uff1a\u982d\u90e8\u9805\u76ee\u6210\u672c\u66f2\u7dab\u5df2\u7d93\u8da8\u5c0f\u8da8\u9661\uff0c\u6309\u7167\u7576\u524d\u8cc7\u672c\u6210\u672c\u7684\u77f3\u6cb9\u6fc0\u52f5\u50f9\u683c\u7232$90\/\u6876\u3002<\/li>\n<li>\u6295\u8cc7\u589e\u9577\uff1a\u6211\u5011\u9810\u8a08\u77f3\u6cb9\u548c\u5929\u7136\u6c23\u7684\u5e74\u8907\u5408\u589e\u901f\u5c07\u5f9e2014\u5e74\u8ca0\u76847%\u589e\u81f3\u52302024\u5e74\u768411%\uff0c\u6db2\u5316\u5929\u7136\u6c23\u548c\u8449\u5ca9\u6cb9\u723220%\u3002<\/li>\n<li>\u975e\u6b50\u4f69\u514b\u570b\u5bb6\u77f3\u6cb9\u7523\u91cf\u589e\u9577\u7d42\u6b62\uff1a\u6211\u5011\u4f30\u7b97\u975e\u6b50\u4f69\u514b\u7523\u6cb9\u570b\u7684\u7523\u91cf\u5df2\u57282019\u5e74\u9054\u5230\u5cf0\u503c\uff0c\u6263\u9664\u8449\u5ca9\u6cb9\u548c\u4fc4\u7f85\u65af\u7684\u975e\u6b50\u4f69\u514b\u570b\u5bb6\u7684\u77f3\u6cb9\u7523\u91cf\u5c07\u5553\u52d5\u7d50\u69cb\u6027\u4e0b\u964d\u968e\u6bb5\u3002<\/li>\n<\/ul>\n<p>\u4f9d\u71672021-24\u5e74\u671f\u9593\u7684\u4f30\u7b97\u7523\u91cf\u589e\u901f\uff0c\u589e\u9577\u9805\u76ee\u7d44\u5408\u7684\u8cea\u91cf\uff0c\u672a\u4f865\u5e74\u982d\u90e8\u9805\u76ee\u7684\u73fe\u91d1\u6d41\u589e\u901f\uff0c\u6a5f\u6703\u96c6\u5408\u4ee5\u53ca\u570b\u5225\u548c\u6280\u8853\u98a8\u96aa\u9019\u4e9b\u6a19\u6e96\uff0c\u9ad8\u76db\u9074\u9078\u4e865\u53ea\u7f8e\u570b\u8449\u5ca9\u6cb9\u80a1\u7968\u3002<\/p>\n<h2>\u7f8e\u570b\u8449\u5ca9\u6cb9\u80a1\u79681\uff1aHess Corp.<\/h2>\n<ul>\n<li>\u5e02\u503c\uff1a$330\u5104<\/li>\n<li>12\u500b\u6708\u6536\u76ca\u7387\uff1a50.9%<\/li>\n<\/ul>\n<p>\u7e3d\u90e8\u4f4d\u4e8e\u7d10\u7d04\u5dde\u7d10\u7d04\u7684\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=HES\">Hess Corp\uff08NYSE:HES\uff09<\/a>\u5f9e\u4e8b\u539f\u6cb9\u3001\u5929\u7136\u6c23\u6db2\uff08NGLs\uff09\u4ee5\u53ca\u5929\u7136\u6c23\u7684\u52d8\u63a2\u8207\u751f\u7523\uff0c\u65d7\u4e0b\u5206\u52d8\u63a2\u8207\u751f\u7523\u548c\u4e2d\u6e38\u5169\u5927\u696d\u52d9\u677f\u584a\u3002\u516c\u53f8\u7684\u751f\u7523\u4e3b\u8981\u4f4d\u4e8e\u7f8e\u570b\u3001\u572d\u4e9e\u90a3\u3001\u99ac\u4f86\u897f\u4e9e\/\u6cf0\u570b\u806f\u5408\u958b\u767c\u5340\u4ee5\u53ca\u99ac\u4f86\u897f\u4e9e\uff0c\u52d8\u63a2\u6d3b\u52d5\u4e3b\u8981\u4f4d\u4e8e\u572d\u4e9e\u90a3\u6cbf\u6d77\u3001\u7f8e\u570b\u58a8\u897f\u54e5\u7063\uff0c\u4ee5\u53ca\u8607\u88cf\u5357\u548c\u52a0\u62ff\u5927\u6cbf\u6d77\u3002<\/p>\n<p>\u8a72\u516c\u53f8\u662fBakken Shale\u6700\u5927\u7684\u904b\u71df\u5546\u4e4b\u4e00\uff0c\u6de8\u79df\u9762\u7a4d80\u842c\u82f1\u755d\uff0c2022\u5e74\u5e73\u5747\u6de8\u7523\u91cf\uff08\u4e0d\u5305\u62ec\u5229\u6bd4\u4e9e\uff09\u9810\u8a08\u572833-34\u842c\u6876\u6cb9\u7576\u91cf\/\u65e5\u4e4b\u9593\u3002\u7232\u4e86\u63d0\u5347\u7523\u91cf\uff0cHess\u5ba3\u5e032022\u5e74\u8cc7\u672c\u652f\u51fa\u9810\u7b97$26\u5104\uff0c\u589e\u957737%\uff0c\u5176\u4e2dBakken\u652f\u51fa\u589e\u957775%\u81f3$7.90\u5104\u3002\u516c\u53f8\u8a08\u5283\u5728Bakken\u904b\u71df3\u53f0\u947d\u4e95\u5e73\u81fa\u5df2\u5be6\u73fe\u517616.8\u842c\u6876\/\u65e5\u7684\u7523\u91cf\u76ee\u6a19\u3002<\/p>\n<h2>\u7f8e\u570b\u8449\u5ca9\u6cb9\u80a1\u79682\uff1aEOG Resources<\/h2>\n<ul>\n<li>\u5e02\u503c\uff1a$680\u5104<\/li>\n<li>12\u500b\u6708\u6536\u76ca\u7387\uff1a60.5%<\/li>\n<\/ul>\n<p>\u7e3d\u90e8\u4f4d\u4e8e\u5fb7\u514b\u85a9\u65af\u5dde\u4f11\u65af\u6566\u7684<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=EOG\">EOG Resources Inc\uff08NYSE:EOG\uff09<\/a>\u5f9e\u4e8b\u539f\u6cb9\u3001\u5929\u7136\u6c23\u4ee5\u53ca\u5929\u7136\u6c23\u6db2\u7684\u958b\u767c\u3001\u751f\u7523\u548c\u92b7\u552e\u3002\u516c\u53f8\u4e3b\u8981\u7523\u5730\u5206\u5225\u7232\u7f8e\u570b\u7684\u65b0\u58a8\u897f\u54e5\u5dde\u548c\u5fb7\u514b\u85a9\u65af\u5dde\uff0c\u4ee5\u53ca\u7279\u7acb\u5c3c\u9054\u548c\u591a\u5df4\u54e5\u5171\u548c\u570b\u3002\u622a\u81f32021\u5e7412\u670831\u65e5\uff0cEOG\u7e3d\u7684\u4f30\u7b97\u6de8\u63a2\u660e\u5132\u91cf\u723237.47\u5104\u6876\u6cb9\u7576\u91cf\uff0c\u5176\u4e2d\u539f\u6cb9\u548c\u51dd\u6790\u6cb9\u5132\u91cf15.48\u5104\u6876\uff0c\u5929\u7136\u6c23\u6db2\u5132\u91cf8.29\u5104\u6876\uff0c\u5929\u7136\u6c23\u5132\u91cf8.222\u842c\u5104\u7acb\u65b9\u82f1\u5c3a\u3002\u516c\u53f8\u81ea\u7a31\u64c1\u6709\u8d85\u904e1\u842c\u500b\u6f5c\u5728\u7684\u201c\u512a\u8cea\u201d\u947d\u4e95\u9ede\uff0c\u662fShale Patch\u6280\u8853\u6548\u7387\u6700\u9ad8\u7684\u947d\u63a2\u5546\u4e4b\u4e00\u3002<\/p>\n<h2>\u7f8e\u570b\u8449\u5ca9\u6cb9\u80a1\u79683\uff1aPioneer Natural Resources<\/h2>\n<ul>\n<li>\u5e02\u503c\uff1a$572\u5104<\/li>\n<li>12\u500b\u6708\u6536\u76ca\u7387\uff1a56.2%<\/li>\n<\/ul>\n<p>\u7f8e\u570b\u7368\u7acb\u6cb9\u6c23\u52d8\u63a2\u8207\u751f\u7523\u516c\u53f8<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=PXD\">Pioneer Natural Resources Co\uff08NYSE:PXD\uff09<\/a>\u5f9e\u4e8b\u77f3\u6cb9\u3001\u5929\u7136\u6c23\u6db2\u548c\u5929\u7136\u6c23\u7684\u52d8\u63a2\u3001\u958b\u767c\u548c\u751f\u7523\uff0c\u516c\u53f8\u6709\u5728\u5fb7\u514b\u85a9\u65af\u5dde\u7684Midland Basin\u4f5c\u696d\u3002\u622a\u81f32021\u5e7412\u670831\u65e5\uff0c\u8a72\u516c\u53f8\u64c1\u6709\u63a2\u660e\u672a\u958b\u767c\u548c\u63a2\u660e\u958b\u767c\u672a\u6295\u7523\u77f3\u6cb9\u5132\u91cf1.30\u5104\u6876\uff0c\u5929\u7136\u6c23\u6db2\u5132\u91cf9200\u842c\u6876\uff0c\u5929\u7136\u6c23\u5132\u91cf4620\u5104\u7acb\u65b9\u82f1\u5c3a\uff0c\u4ee5\u53ca11\u5ea7\u5929\u7136\u6c23\u52a0\u5de5\u5ee0\u7684\u6b0a\u76ca\u3002\u4e0d\u904e\uff0cPioneer\u9996\u5e2d\u57f7\u884c\u5b98Scott Sheffield\u5728\u591a\u500b\u5834\u5408\u8868\u793a\uff0c\u53d7\u52de\u52d5\u529b\u3001\u92fc\u9435\u3001\u6c99\u4ee5\u53ca\u947d\u5854\u77ed\u7f3a\u7684\u5236\u7d04\uff0c\u6574\u500b\u884c\u696d\u589e\u7523\u80fd\u529b\u6709\u9650\u3002<\/p>\n<h2>\u7f8e\u570b\u8449\u5ca9\u6cb9\u80a1\u79684\uff1a\u5eb7\u83f2\u77f3\u6cb9<\/h2>\n<ul>\n<li>\u5e02\u503c\uff1a$1244\u5104<\/li>\n<li>12\u500b\u6708\u6536\u76ca\u7387\uff1a85.3%<\/li>\n<\/ul>\n<p>\u7e3d\u90e8\u4f4d\u4e8e\u5fb7\u514b\u85a9\u65af\u5dde\u4f11\u65af\u6566\u7684<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=COP\">\u5eb7\u83f2\u77f3\u6cb9ConocoPhillips\uff08NYSE:COP\uff09<\/a>\u5f9e\u4e8b\u5168\u7403\u539f\u6cb9\u3001\u701d\u9752\u3001\u5929\u7136\u6c23\u3001\u6db2\u5316\u5929\u7136\u6c23\uff08LNG\uff09\u4ee5\u53ca\u5929\u7136\u6c23\u6db2\u7684\u52d8\u63a2\u3001\u751f\u7523\u3001\u904b\u8f38\u548c\u92b7\u552e\u3002\u8a72\u516c\u53f8\u7684\u8cc7\u7523\u7d44\u5408\u5305\u62ec\u4f4d\u4e8e\u5317\u7f8e\u7684\u975e\u5e38\u898f\u8cc7\u7523\uff0c\u4f4d\u4e8e\u5317\u7f8e\u3001\u6b50\u6d32\u3001\u4e9e\u6d32\u548c\u6fb3\u5927\u5229\u4e9e\u7684\u5e38\u898f\u8cc7\u7523\uff0c\u591a\u500b\u6db2\u5316\u5929\u7136\u6c23\u958b\u767c\u9805\u76ee\uff0c\u4f4d\u4e8e\u52a0\u62ff\u5927\u7684\u6cb9\u7802\u8cc7\u7523\uff0c\u4ee5\u53ca\u50b3\u7d71\u548c\u975e\u50b3\u7d71\u52d8\u63a2\u524d\u666f\u5340\u3002\u52a0\u62ff\u5927\u8c50\u696d\u9280\u884c\u6700\u8fd1\u5c07COP\u80a1\u7968\u7684\u8a55\u7d1a\u4e0a\u8abf\u81f3\u201c\u8cb7\u5165\u201d\uff0c\u6b64\u524d\u8a72\u80a1\u80a1\u50f9\u4eca\u5e74\u8fc4\u4eca\u7684\u6f32\u5e45\u8dd1\u8f38\u52d8\u63a2\u548c\u751f\u7523\u6307\u65787%\u3002\u6b64\u5916\uff0c\u8a72\u884c\u9810\u8a08\u8a72\u516c\u53f85\u67085\u65e5\u76e4\u524d\u767c\u5e03\u76842022\u5e74\u4e00\u5b63\u5831\u76c8\u5229\u5c07\u8d85\u9810\u671f\u3002<\/p>\n<h2>\u7f8e\u570b\u8449\u5ca9\u6cb9\u80a1\u79685\uff1aKosmos Energy<\/h2>\n<ul>\n<li>\u5e02\u503c\uff1a$30\u5104<\/li>\n<li>12\u500b\u6708\u6536\u76ca\u7387\uff1a135.5%<\/li>\n<\/ul>\n<p>\u7e3d\u90e8\u4f4d\u4e8e\u5fb7\u514b\u85a9\u65af\u5dde\u9054\u62c9\u65af\u7684<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=KOS\">Kosmos Energy Ltd\uff08NYSE:KOS\uff09<\/a>\u662f\u4e00\u5bb6\u805a\u7126Atlantic 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