{"id":441915,"date":"2022-11-01T00:55:03","date_gmt":"2022-11-01T07:55:03","guid":{"rendered":"https:\/\/nai500.com\/?p=441915"},"modified":"2022-11-01T00:55:03","modified_gmt":"2022-11-01T07:55:03","slug":"11%e6%9c%88-%e9%a0%82%e7%b4%9a-%e6%9d%90%e6%96%99-%e8%82%a1%e7%a5%a8-%e9%97%9c%e6%b3%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2022\/11\/11%e6%9c%88-%e9%a0%82%e7%b4%9a-%e6%9d%90%e6%96%99-%e8%82%a1%e7%a5%a8-%e9%97%9c%e6%b3%a8\/","title":{"rendered":"11\u6708\u9078\u80a1\uff1a\u9019\u4e9b\u9802\u7d1a\u7684\u6750\u6599\u80a1\u7968\u503c\u5f97\u95dc\u6ce8"},"content":{"rendered":"

\u6750\u6599\u677f\u584a\u7531\u5f9e\u4e8b\u767c\u73fe\u3001\u958b\u767c\u548c\u52a0\u5de5\u539f\u6750\u6599\u7684\u516c\u53f8\u7d44\u6210\uff0c\u9019\u4e9b\u539f\u6750\u6599\u88ab\u5ee3\u6cdb\u7528\u65bc\u5404\u500b\u90e8\u9580\u548c\u884c\u696d\u3002\u6750\u6599\u80a1\u5305\u62ec\u5851\u81a0\u3001\u5316\u80a5\u3001\u7d19\u5f35\u3001\u6df7\u51dd\u571f\u548c\u91d1\u5c6c\u7b49\u5404\u7a2e\u7522\u54c1\u7684\u5236\u9020\u5546\uff0c\u6bd4\u8f03\u77e5\u540d\u7684\u516c\u53f8\u6709Ecolab Inc. (ECL<\/u><\/a>)\u3001Air Products and Chemicals Inc. (APD<\/u><\/a>)\u548cDuPont de Nemours Inc. (DD<\/u><\/a>)\u30022022\u5e742\u6708\u4fc4\u7f85\u65af\u5165\u4fb5\u70cf\u514b\u862d\u5f8c\uff0c\u5305\u62ec\u91d1\u5c6c\u5728\u5167\u7684\u5927\u5b97\u5546\u54c1\u50f9\u683c\u98c6\u5347\uff0c\u63a8\u52d5\u90e8\u5206\u6750\u6599\u80a1\u51fa\u73fe\u5927\u6f32\u3002<\/p>\n

\u5728\u4fc4\u7f85\u65af2\u6708\u4efd\u5165\u4fb5\u70cf\u514b\u862d\u4e4b\u5f8c\uff0c\u91d1\u5c6c\u548c\u5176\u4ed6\u5927\u5b97\u5546\u54c1\u50f9\u683c\u4e0a\u6f32\uff0c\u63a8\u52d5\u4e86\u90e8\u5206\u6750\u6599\u80a1\u7684\u53cd\u5f48\u3002\u4e0d\u904e\uff0c\u904e\u53bb\u5169\u500b\u6708\uff0c\u7531\u65bc\u901a\u8ca8\u81a8\u8139\u3001\u52a0\u606f\u548c\u5c0d\u7d93\u6fdf\u8870\u9000\u7684\u64d4\u6182\uff0c\u6728\u6750\u548c\u68c9\u82b1\u7b49\u5546\u54c1\u50f9\u683c\u5df2\u7d93\u986f\u8457\u56de\u843d\u3002<\/p>\n

\u904e\u53bb\u4e00\u5e74\uff0c\u4ee5Materials Select Sector SPDR ETF (XLB<\/u><\/a>)\u70ba\u4ee3\u8868\u7684\u6750\u6599\u80a1\u7968\u7684\u8868\u73fe\u597d\u65bc\u5927\u76e4\u3002XLB\u5728\u622a\u81f32022\u5e7410\u670824\u65e5\u7684\u904e\u53bb12\u500b\u6708\u7e3d\u56de\u5831\u7387\u70ba-13.4%\uff0c\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u7f85\u7d201000\u6307\u6578\u540c\u671f\u7684\u56de\u5831\u7387\u70ba-17.2%\u3002<\/p>\n

\u9452\u65bc\u6b64\uff0c\u4e0b\u9762\u9019\u4e9b\u904e\u53bb12\u500b\u6708\u6700\u5177\u50f9\u503c\u3001\u589e\u9577\u6700\u5feb\u4ee5\u53ca\u6700\u5177\u4e0a\u6f32\u52e2\u982d\u7684\u6750\u6599\u80a1\u7968\uff0c\u6295\u8cc7\u8005\u572811\u6708\u4ecd\u53ef\u4ee5\u91cd\u9ede\u95dc\u6ce8\uff0c\u53ef\u80fd\u7372\u5f97\u8d85\u8d8a\u5927\u76e4\u7684\u6536\u76ca\u3002<\/p>\n

\u6700\u5177\u50f9\u503c\u7684\u6750\u6599\u80a1<\/b><\/strong><\/h2>\n

\u4ee5\u4e0b\u662f12\u500b\u6708\u8ffd\u8e64\u5e02\u76c8\u7387\uff08P\/E\uff09\u6700\u4f4e\u7684\u6750\u6599\u80a1\u7968\u3002\u56e0\u70ba\u5229\u6f64\u53ef\u4ee5\u901a\u904e\u5206\u7d05\u548c\u56de\u8cfc\u7684\u5f62\u5f0f\u8fd4\u9084\u7d66\u80a1\u6771\uff0c\u4f4e\u5e02\u76c8\u7387\u8868\u660e\u6295\u8cc7\u8005\u70ba\u6bcf\u4e00\u7f8e\u5143\u7684\u5229\u6f64\u4ed8\u51fa\u7684\u6210\u672c\u8f03\u5c11\u3002<\/p>\n\n\n\n\n\n\n\n
\u6700\u5177\u50f9\u503c\u7684\u6750\u6599\u80a1<\/b><\/strong><\/td>\n<\/tr>\n
<\/td>\n\u80a1\u50f9\u00a0($)<\/td>\n\u5e02\u503c\u00a0($10\u5104)<\/td>\n12\u500b\u6708\u8ffd\u8e64\u5e02\u76c8\u7387<\/td>\n<\/tr>\n
United States Steel Corp. (X)<\/td>\n21.44<\/td>\n5.1<\/td>\n1.2<\/td>\n<\/tr>\n
Cleveland-Cliffs Inc. (CLF)<\/td>\n15.53<\/td>\n8.0<\/td>\n2.3<\/td>\n<\/tr>\n
Nucor Corp. (NUE)<\/td>\n134.75<\/td>\n34.6<\/td>\n4.2<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u4f86\u6e90\uff1a<\/sup>YCharts<\/sup><\/u><\/p>\n

    \n
  • United States Steel Corp.:\u00a0<\/strong>United States Steel\u70ba\u5317\u7f8e\u548c\u6b50\u6d32\u7684\u80fd\u6e90\u3001\u6c7d\u8eca\u548c\u5efa\u7bc9\u7b49\u884c\u696d\u5236\u9020\u548c\u92b7\u552e\u677f\u576f\u3001\u677f\u6750\u3001\u7247\u6750\u548c\u92fc\u7ba1\u7522\u54c1\u3002<\/li>\n
  • Cleveland-Cliffs Inc.:\u00a0<\/strong>Cleveland-Cliffs\u662f\u5317\u7f8e\u4e3b\u8981\u7684\u5e73\u8ecb\u92fc\u751f\u7522\u5546\u548c\u4e3b\u8981\u7684\u9435\u7926\u7802\u7403\u4f9b\u61c9\u5546\uff0c\u9084\u4f9b\u61c9\u4e0d\u93fd\u92fc\u7ba1\u548c\u5176\u4ed6\u7522\u54c1\u3002\u8a72\u516c\u53f810\u670825\u65e5\u5ba3\u5e03\uff0c\u7b2c\u4e09\u5b63\u5ea6\u6536\u5165\u4e0b\u964d\uff0c\u6de8\u6536\u5165\u540c\u6bd4\u5927\u5e45\u4e0b\u964d\u3002\u7ba1\u7406\u5c64\u8868\u793a\uff0c\u9ad8\u984d\u7684\u9805\u76ee\u6210\u672c\u5f71\u97ff\u4e86\u8ca1\u52d9\u696d\u7e3e\uff0c\u4e26\u5c07\u5728\u7b2c\u56db\u5b63\u5ea6\u9010\u6f38\u6e1b\u5c11\u3002<\/li>\n
  • Nucor Corp.:\u00a0<\/strong>\u7d10\u67ef\u751f\u7522\u7684\u7522\u54c1\u5305\u62ec\u92fc\u9435\u3001\u8584\u677f\u3001\u677f\u6750\u3001\u6df7\u51dd\u571f\u548c\u92fc\u7b4b\uff0c\u9084\u92b7\u552e\u539f\u6750\u6599\u3002\u8a72\u516c\u53f8\u5c07\u65bc11\u670810\u65e5\u5411\u622a\u81f32022\u5e749\u670830\u65e5\u5728\u518a\u7684\u80a1\u6771\u652f\u4ed8\u4e0b\u4e00\u6b21\u5b63\u5ea6\u80a1\u606f\uff0c\u6bcf\u80a1\u666e\u901a\u80a150\u7f8e\u5143\u3002<\/li>\n<\/ul>\n

    \u589e\u9577\u6700\u5feb\u7684\u6750\u6599\u80a1<\/b><\/strong><\/h2>\n

    \u4ee5\u4e0b\u662f\u6839\u64da\u4e00\u500b\u589e\u9577\u6a21\u578b\u9078\u51fa\u7684\u9802\u7d1a\u6750\u6599\u80a1\u7968\uff0c\u8a72\u6a21\u578b\u6839\u64da\u516c\u53f8\u6700\u8fd1\u4e00\u500b\u5b63\u5ea6\u7684\u767e\u5206\u6bd4\u6536\u5165\u540c\u6bd4\u589e\u9577\u548c\u6700\u8fd1\u4e00\u500b\u5b63\u5ea6\u7684\u5e74\u540c\u6bd4\u6bcf\u80a1\u6536\u76ca\uff08EPS\uff09\u589e\u9577\uff0c\u4ee550\/50\u7684\u6b0a\u91cd\u9032\u884c\u8a55\u5206\u3002\u92b7\u552e\u548c\u76c8\u5229\u90fd\u662f\u516c\u53f8\u6210\u529f\u7684\u95dc\u9375\u56e0\u7d20\u3002\u56e0\u6b64\uff0c\u53ea\u7528\u4e00\u500b\u589e\u9577\u6307\u6a19\u5c0d\u516c\u53f8\u9032\u884c\u6392\u540d\uff0c\u4f7f\u6392\u540d\u5bb9\u6613\u53d7\u5230\u8a72\u5b63\u5ea6\u7684\u6703\u8a08\u7570\u5e38\u60c5\u6cc1\uff08\u5982\u7a05\u6cd5\u7684\u8b8a\u5316\u6216\u91cd\u7d44\u6210\u672c\uff09\u7684\u5f71\u97ff\uff0c\u53ef\u80fd\u4f7f\u4e00\u500b\u6216\u53e6\u4e00\u500b\u6578\u5b57\u4e0d\u80fd\u4ee3\u8868\u4f01\u696d\u7684\u7e3d\u9ad4\u60c5\u6cc1\u3002\u5b63\u5ea6EPS\u6216\u6536\u5165\u589e\u9577\u8d85\u904e2500%\u7684\u516c\u53f8\u88ab\u4f5c\u70ba\u7570\u5e38\u503c\u6392\u9664\u5728\u5916\u3002<\/p>\n\n\n\n\n\n\n\n
    \u589e\u9577\u6700\u5feb\u7684\u6750\u6599\u80a1<\/b><\/strong><\/td>\n<\/tr>\n
    <\/td>\n\u80a1\u50f9\u00a0($)<\/td>\n\u5e02\u503c\u00a0($10\u5104)<\/td>\nEPS\u589e\u9577\u00a0(%)<\/td>\n\u6536\u5165\u589e\u9577\u00a0(%)<\/td>\n<\/tr>\n
    CF Industries Holdings Inc. (CF)<\/td>\n104.13<\/td>\n20.8<\/td>\n389.5<\/td>\n113.4<\/td>\n<\/tr>\n
    MP Materials Corp. (MP)<\/td>\n29.98<\/td>\n5.3<\/td>\n153.3<\/td>\n96.3<\/td>\n<\/tr>\n
    The Mosaic Co. (MOS)<\/td>\n52.49<\/td>\n18.1<\/td>\n150.0<\/td>\n91.9<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    \u4f86\u6e90\uff1a<\/sup>YCharts<\/sup><\/u><\/p>\n

      \n
    • CF Industries Holdings Inc.:\u00a0<\/strong>CF Industries Holdings\u662f\u5168\u7403\u6c2e\u80a5\u548c\u78f7\u80a5\u7522\u54c1\u7684\u4e3b\u8981\u5236\u9020\u5546\uff0c\u92b7\u552e\u8207\u6c2e\u80a5\u6709\u95dc\u7684\u7522\u54c1\uff0c\u5305\u62ec\u6c28\u6c34\u3001\u5c3f\u7d20\u3001\u5c3f\u7d20\u785d\u9178\u92a8\u6eb6\u6db2\u548c\u785d\u9178\u92a8\u3002<\/li>\n
    • MP Materials Corp.:\u00a0<\/strong>MP Materials\u7d93\u71df\u91c7\u7926\u548c\u52a0\u5de5\u8a2d\u65bd\uff0c\u4e26\u751f\u7522\u7a00\u571f\u6750\u6599\uff0c\u5982\u946d\u3001\u9230\u6c27\u5316\u7269\u548c\u78b3\u9178\u9e7d\u3002\u5728\u8a72\u516c\u53f88\u6708\u4efd\u767c\u5e03\u7684\u7b2c\u4e8c\u5b63\u5ea6\u8ca1\u5831\u4e2d\uff0c\u6de8\u6536\u5165\u540c\u6bd4\u589e\u9577\u4e86\u8fd1\u5169\u500d\uff0c\u6536\u5165\u5e7e\u4e4e\u7ffb\u4e86\u4e00\u756a\u3002\u50f9\u683c\u4e0a\u6f32\u662f\u696d\u7e3e\u589e\u9577\u80cc\u5f8c\u7684\u4e3b\u8981\u9a45\u52d5\u529b\u3002\u8a72\u516c\u53f8\u8a08\u5283\u65bc11\u67083\u65e5\u767c\u5e03\u7b2c\u4e09\u5b63\u5ea6\u8ca1\u5831\u3002<\/li>\n
    • The Mosaic Co.:\u00a0<\/strong>The Mosaic Co.\u662f\u5168\u7403\u4e3b\u8981\u7684\u6fc3\u7e2e\u78f7\u9178\u9e7d\u548c\u9240\u80a5\u751f\u7522\u5546\u548c\u92b7\u552e\u5546\uff0c\u9019\u4e9b\u7522\u54c1\u662f\u8fb2\u4f5c\u7269\u7684\u95dc\u9375\u71df\u990a\u7269\u8cea\u3002\u8a72\u516c\u53f8\u7684\u5ba2\u6236\u904d\u5e03\u5168\u740340\u500b\u570b\u5bb6\u3002\u8a72\u516c\u53f8\u6700\u8fd1\u5ba3\u5e03\uff0c\u5c07\u65bc12\u670815\u65e5\u5411\u622a\u81f312\u67081\u65e5\u5728\u518a\u7684\u80a1\u6771\u652f\u4ed8\u6bcf\u666e\u901a\u80a115\u7f8e\u5143\u7684\u5b63\u5ea6\u80a1\u606f\u3002<\/li>\n<\/ul>\n

      \u6700\u5177\u4e0a\u6f32\u52e2\u982d\u7684\u6750\u6599\u80a1<\/b><\/strong><\/h2>\n

      \u4ee5\u4e0b\u662f\u5728\u904e\u53bb12\u500b\u6708\u4e2d\u7e3d\u56de\u5831\u7387\u6700\u9ad8\u7684\u6750\u6599\u80a1\u7968\u3002<\/p>\n\n\n\n\n\n\n\n\n\n
      \u6700\u5177\u4e0a\u6f32\u52e2\u982d\u7684\u6750\u6599\u80a1<\/b><\/strong><\/td>\n<\/tr>\n
      <\/td>\n\u80a1\u50f9\u00a0($)<\/td>\n\u5e02\u503c\u00a0($10\u5104)<\/td>\n12\u500b\u6708\u8ffd\u8e64\u7e3d\u56de\u5831\u7387\u00a0(%)<\/td>\n<\/tr>\n
      CF Industries Holdings Inc. (CF)<\/td>\n104.13<\/td>\n20.8<\/td>\n77.4<\/td>\n<\/tr>\n
      Steel Dynamics Inc. (STLD)<\/td>\n96.26<\/td>\n17.6<\/td>\n54.4<\/td>\n<\/tr>\n
      Corteva Inc. (CTVA)<\/td>\n63.36<\/td>\n45.5<\/td>\n49.8<\/td>\n<\/tr>\n
      Russell 1000 Index<\/td>\nN\/A<\/td>\nN\/A<\/td>\n-17.2<\/td>\n<\/tr>\n
      S&P 500 Basic Materials Index<\/td>\nN\/A<\/td>\nN\/A<\/td>\n-13.4<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      \u4f86\u6e90\uff1a<\/sup>YCharts<\/sup><\/u><\/p>\n

        \n
      • CF Industries Holdings Inc.:\u00a0<\/strong>\u898b\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7d39\u3002<\/li>\n
      • Steel Dynamics Inc.:\u00a0<\/strong>Steel Dynamics\u662f\u4e00\u5bb6\u78b3\u92fc\u751f\u7522\u5546\u548c\u91d1\u5c6c\u56de\u6536\u5546\u3002\u8a72\u516c\u53f8\u63d0\u4f9b\u7684\u7522\u54c1\u5305\u62ec\u6241\u5e73\u8ecb\u5236\u7684\u92fc\u677f\u3001\u7d50\u69cb\u6881\u548c\u7279\u6b8a\u92fc\u7b4b\u8cea\u91cf\u7684\u5de5\u7a0b\u92fc\u7b4b\u3002\u8a72\u516c\u53f8\u572810\u6708\u521d\u5ba3\u5e03\uff0c\u5b8c\u6210\u4e86\u5c0d\u58a8\u897f\u54e5\u91d1\u5c6c\u56de\u6536\u516c\u53f8ROCA ACERO S.A. de C.V.\u7684\u6536\u8cfc\u3002\u9019\u6b21\u6536\u8cfc\u5c07\u4f7fSteel Dynamics\u5728\u58a8\u897f\u54e5\u7684\u5ee2\u92fc\u52a0\u5de5\u80fd\u529b\u63d0\u9ad8\u5230\u6bcf\u5e74\u8d85\u904e250\u842c\u7e3d\u5678\u3002\u4ea4\u6613\u7684\u8ca1\u52d9\u7d30\u7bc0\u6c92\u6709\u5728\u5176\u65b0\u805e\u7a3f\u4e2d\u62ab\u9732\u3002<\/li>\n
      • Corteva Inc.:\u00a0<\/strong>Corteva\u5728\u5168\u7403\u7bc4\u570d\u5167\u70ba140\u500b\u570b\u5bb6\u7684\u8fb2\u696d\u5ba2\u6236\u63d0\u4f9b\u7a2e\u5b50\u548c\u4f5c\u7269\u4fdd\u8b77\u89e3\u6c7a\u65b9\u6848\u3002\u670d\u52d9\u5305\u62ec\u4fdd\u8b77\u8fb2\u4f5c\u7269\u514d\u53d7\u96dc\u8349\u3001\u5bb3\u87f2\u548c\u75be\u75c5\u7684\u4fb5\u5bb3\u3002<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

        \u6750\u6599\u677f\u584a\u7531\u5f9e\u4e8b\u767c\u73fe\u3001\u958b\u767c\u548c\u52a0\u5de5\u539f\u6750\u6599\u7684\u516c\u53f8\u7d44\u6210\uff0c\u9019\u4e9b\u539f\u6750\u6599\u88ab\u5ee3\u6cdb\u7528\u65bc\u5404\u500b\u90e8\u9580\u548c\u884c\u696d\u3002\u6750\u6599\u80a1\u5305\u62ec\u5851\u81a0\u3001\u5316\u80a5\u3001\u7d19\u5f35 […]<\/p>\n","protected":false},"author":31,"featured_media":439756,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[426,1522],"tags":[671,672,812,784,773,844,854],"class_list":["post-441915","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hant","category-1522","tag-671","tag-672","tag-812","tag-784","tag-773","tag-844","tag-854","sectors-base-metals-tch","sectors-mining-zh-hant","sectors-energy-metals-tch","locations-canada-zh-hant","locations-europe-zh-hant","locations-us-zh-hant","exchange-nyse-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/441915","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\/31"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=441915"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/441915\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/439756"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=441915"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=441915"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=441915"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}