{"id":453732,"date":"2023-03-03T20:14:12","date_gmt":"2023-03-04T04:14:12","guid":{"rendered":"https:\/\/nai500.com\/?p=453732"},"modified":"2023-03-03T20:14:12","modified_gmt":"2023-03-04T04:14:12","slug":"2023%e5%b9%b4-%e7%ac%ac%e4%b8%80-%e5%ad%a3%e5%ba%a6-%e7%9f%b3%e6%b2%b9-%e5%a4%a9%e7%84%b6%e6%b0%a3-%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2023\/03\/2023%e5%b9%b4-%e7%ac%ac%e4%b8%80-%e5%ad%a3%e5%ba%a6-%e7%9f%b3%e6%b2%b9-%e5%a4%a9%e7%84%b6%e6%b0%a3-%e8%82%a1%e7%a5%a8\/","title":{"rendered":"\u9078\u80a1\u6c60\uff1a2023\u5e74\u7b2c\u4e00\u5b63\u5ea6\u6700\u597d\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c23\u80a1\u7968"},"content":{"rendered":"

\u904e\u53bb\u4e00\u5e74\u4e2d\u8868\u73fe\u6700\u597d\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c23\u80a1\u7968\u5305\u62ec\u963f\u6839\u5ef7\u7684YPF\u3001\u77f3\u6cb9\u7cbe\u7149\u5546PBF Energy\u548c\u6db2\u5316\u5929\u7136\u6c23\u904b\u8f38\u5546GasLog Partners\u3002\u76e1\u7ba1\u6cb9\u50f9\u5f9e\u8fd1\u4e00\u5e74\u524d\u7684\u5cf0\u503c\u5927\u5e45\u56de\u843d\uff0c\u4f46\u9019\u5e7e\u5bb6\u516c\u53f8\u7684\u80a1\u50f9\u5728\u904e\u53bb\u4e00\u5e74\u88cf\u81f3\u5c11\u4e0a\u6f32\u4e86100%\u4ee5\u4e0a\uff0c\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u7f85\u7d201000\u6307\u6578\u5728\u540c\u4e00\u6642\u671f\u4e0b\u8dcc\u4e865.1%\u3002<\/p>\n

\u5728\u622a\u6b622023\u5e742\u670823\u65e5\u7684\u904e\u53bb12\u500b\u6708\uff0c\u4ee5Energy Select Sector SPDR ETF (XLE<\/u><\/a>)\u70ba\u4ee3\u8868\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c23\u80a1\u7968\u6574\u9ad4\u8dd1\u8d0f\u4e86\u5927\u76e4\uff0c\u9304\u5f97\u4e8623.3%\u7684\u6f32\u5e45\u3002\u9452\u65bc\u6b64\uff0c\u4e0b\u9762\u9019\u4e9b\u904e\u53bb\u4e00\u5e74\u50f9\u503c\u6700\u9ad8\u3001\u589e\u9577\u6700\u5feb\u548c\u4e0a\u6f32\u52e2\u982d\u6700\u5f37\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c23\u80a1\u7968\uff0c\u6295\u8cc7\u8005\u73fe\u5728\u4ecd\u7136\u53ef\u4ee5\u95dc\u6ce8\u3002<\/p>\n

\u6700\u5177\u50f9\u503c\u7684<\/b><\/strong>\u77f3\u6cb9\u548c\u5929\u7136\u6c23\u80a1\u7968<\/b><\/strong><\/h2>\n

\u4ee5\u4e0b\u662f12\u500b\u6708\u8ffd\u8e64\u5e02\u76c8\u7387\uff08P\/E\uff09\u6700\u4f4e\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c23\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\u77f3\u6cb9\u548c\u5929\u7136\u6c23\u80a1\u7968<\/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
Vital Energy Inc. (VTLE)<\/td>\n50.80<\/td>\n0.9<\/td>\n1.2<\/td>\n<\/tr>\n
Callon Petroleum Co. (CPE)<\/td>\n37.32<\/td>\n2.3<\/td>\n1.9<\/td>\n<\/tr>\n
PBF Energy Inc. (PBF)<\/td>\n43.87<\/td>\n5.7<\/td>\n1.9<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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

    \n
  • Vital Energy Inc.:\u00a0<\/strong>Vital Energy\u662f\u4e00\u5bb6\u77f3\u6cb9\u548c\u5929\u7136\u6c23\u52d8\u63a2\u548c\u958b\u767c\u516c\u53f8\uff0c\u91cd\u9ede\u5728\u897f\u5fb7\u514b\u85a9\u65af\u5dde\u7684\u4e8c\u758a\u7d00\u76c6\u5730\uff0c\u524d\u8eab\u662fLaredo Petroleum, Inc.\uff0c2023\u5e741\u6708\u66f4\u540d\u70baVital Energy\u3002\u8a72\u516c\u53f8\u57282022\u5e74\u7b2c\u56db\u5b63\u5ea6\u5831\u544a\u4e86\u5275\u7d00\u9304\u7684\u5b63\u5ea6\u548c\u5e74\u5ea6\u6de8\u6536\u5165\u3002<\/li>\n
  • Callon Petroleum Co.:\u00a0<\/strong>Callon Petroleum Company\u662f\u4e00\u5bb6\u7368\u7acb\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c23\u516c\u53f8\uff0c\u4e5f\u5728\u897f\u5fb7\u514b\u85a9\u65af\u5dde\u904b\u71df\u3002\u8a72\u516c\u53f8\u9810\u8a082023\u5e74\u8cc7\u672c\u652f\u51fa\u70ba10\u5104\u7f8e\u5143\uff0c\u4e26\u9810\u8a08\u5728\u672a\u4f86\u4e94\u5e74\u5167\u7522\u751f\u8d85\u904e5\u5104\u7f8e\u5143\u7684\u8abf\u6574\u5f8c\u81ea\u7531\u73fe\u91d1\u6d41\u3002<\/li>\n
  • PBF Energy Inc.:\u00a0<\/strong>PBF Energy\u63d0\u7149\u77f3\u6cb9\u4e26\u92b7\u552e\u904b\u8f38\u71c3\u6599\u3001\u6f64\u6ed1\u6cb9\u3001\u53d6\u6696\u6cb9\u548c\u539f\u6599\u30022022\u5e7411\u6708\uff0cPBF\u5b8c\u6210\u4e86\u5c0d\u77f3\u6cb9\u548c\u77f3\u6cb9\u7522\u54c1\u7269\u6d41\u516c\u53f8PBF Logistics LP\u5269\u9918\u4e00\u534a\u80a1\u4efd\u7684\u6536\u8cfc\u3002\u5728\u8a72\u516c\u53f82022\u5e74\u7b2c\u56db\u5b63\u5ea6\u7684\u6536\u76ca\u5831\u544a\u4e2d\uff0cPBF\u5831\u544a\u5728\u9019\u4e00\u5e74\u4e2d\u6e1b\u5c11\u4e86\u8d85\u904e23\u5104\u7f8e\u5143\u7684\u5408\u4e26\u50b5\u52d9\uff0c\u4e26\u5ba3\u5e03\u8207Eni Sustainable Mobility\u5728\u8def\u6613\u65af\u5b89\u90a3\u5dde\u7684\u4e00\u500b\u53ef\u518d\u751f\u67f4\u6cb9\u9805\u76ee\u4e0a\u5efa\u7acb\u5925\u4f34\u95dc\u7cfb\u3002<\/li>\n<\/ul>\n

    \u589e\u9577\u6700\u5feb\u7684<\/b><\/strong>\u77f3\u6cb9\u548c\u5929\u7136\u6c23\u80a1\u7968<\/b><\/strong><\/h2>\n

    \u4ee5\u4e0b\u662f\u6839\u64da\u4e00\u500b\u589e\u9577\u6a21\u578b\u9078\u51fa\u7684\u9802\u7d1a\u77f3\u6cb9\u548c\u5929\u7136\u6c23\u80a1\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\u77f3\u6cb9\u548c\u5929\u7136\u6c23\u80a1\u7968<\/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
    DMC Global Inc. (BOOM)<\/td>\n26.09<\/td>\n0.6<\/td>\n2,200<\/td>\n160<\/td>\n<\/tr>\n
    Vertex Energy Inc. (VTNR)<\/td>\n8.24<\/td>\n0.6<\/td>\n133<\/td>\n1,489<\/td>\n<\/tr>\n
    Permian Basin Royalty Trust (PBT)<\/td>\n23.99<\/td>\n1.11<\/td>\n867<\/td>\n717<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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

      \n
    • DMC Global Inc.:\u00a0<\/strong>DMC\u63d0\u4f9b\u5efa\u7bc9\u7522\u54c1\uff0c\u91d1\u5c6c\u5236\u9020\u670d\u52d9\uff0c\u4ee5\u53ca\u5b8c\u4e95\u89e3\u6c7a\u65b9\u6848\u30022022\u5e74\u7b2c\u56db\u5b63\u5ea6\uff0c\u8a72\u516c\u53f8\u5831\u544a\u7684\u92b7\u552e\u984d\u70ba751\u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u9577144%\u3002DMC\u57282021\u5e7412\u6708\u6536\u8cfc\u4e86\u5efa\u7bc9\u7522\u54c1\u516c\u53f8Arcadia\u7d0460%\u7684\u63a7\u80a1\u6b0a\uff0c\u5c0d2022\u5e74\u7684\u589e\u9577\u7522\u751f\u4e86\u7a4d\u6975\u5f71\u97ff\u3002<\/li>\n
    • Vertex Energy Inc.:<\/strong>Vertex\u751f\u7522\u548c\u5206\u92b7\u66ff\u4ee3\u71c3\u6599\u548c\u50b3\u7d71\u71c3\u6599\uff0c\u5305\u62ec\u6f64\u6ed1\u6cb9\u5236\u9020\u5546\u7684\u6a5f\u6cb9\u548c\u57fa\u790e\u6cb9\u3002\u8a72\u516c\u53f8\u9084\u56de\u6536\u5de5\u696d\u5ee2\u54c1\u6d41\u3002\u7531\u65bc2022\u5e74\u7b2c\u4e09\u5b63\u5ea6\u7684\u6536\u5165\u731b\u589e\u4e86\u8fd115\u500d\uff0c\u6de8\u6536\u5165\u5e7e\u4e4e\u7ffb\u4e86\u4e09\u500d\u3002\u6b64\u5916\uff0c4800\u842c\u7f8e\u5143\u7684\u672a\u5be6\u73fe\u884d\u751f\u54c1\u640d\u5931\u9006\u8f49\u548c\u5176\u4ed6\u975e\u7d93\u5e38\u6027\u9805\u76ee\u5f71\u97ff\u4e86\u7b2c\u4e09\u5b63\u5ea6\u7684\u5229\u6f64\u3002<\/li>\n
    • Permian Basin Royalty Trust:\u00a0<\/strong>Permian Basin\u662f\u4e00\u500b\u64c1\u6709\u5fb7\u514b\u85a9\u65af\u5dde\u751f\u7522\u77f3\u6cb9\u548c\u5929\u7136\u6c23\u6db2\u9ad4\uff08NGLs\uff09\u9805\u76ee\u5340\u5229\u76ca\u7684\u4fe1\u6258\uff0c\u53d7\u6258\u65b9\u662fSimmons Bank\u3002\u8a72\u4fe1\u6258\u57fa\u91d1\u5ba3\u5e032023\u5e742\u6708\u7684\u6708\u5ea6\u73fe\u91d1\u5206\u914d\u7d04\u70ba\u6bcf\u55ae\u4f4d1\u7f8e\u5206\uff0c\u56e0\u77f3\u6cb9\u548c\u5929\u7136\u6c23\u7522\u91cf\u589e\u52a0\u800c\u6bd4\u4e0a\u500b\u6708\u7565\u6709\u589e\u52a0\u3002<\/li>\n<\/ul>\n

      \u6700\u5177\u4e0a\u6f32\u52e2\u982d\u7684<\/b><\/strong>\u77f3\u6cb9\u548c\u5929\u7136\u6c23\u80a1\u7968<\/b><\/strong><\/h2>\n

      \u4ee5\u4e0b\u662f\u5728\u904e\u53bb12\u500b\u6708\u4e2d\u7e3d\u56de\u5831\u7387\u6700\u9ad8\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c23\u80a1\u7968\u3002<\/p>\n\n\n\n\n\n\n\n\n\n
      \u6700\u5177\u4e0a\u6f32\u52e2\u982d\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c23\u80a1\u7968<\/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
      YPF SA (YPF<\/a>)<\/td>\n11.71<\/td>\n4.6<\/td>\n164<\/td>\n<\/tr>\n
      PBF Energy Inc. (PBF<\/a>)<\/td>\n43.87<\/td>\n5.7<\/td>\n154<\/td>\n<\/tr>\n
      GasLog Partners LP (GLOP<\/a>)<\/td>\n9.18<\/td>\n0.5<\/td>\n142<\/td>\n<\/tr>\n
      Russell 1000 Index<\/td>\nN\/A<\/td>\nN\/A<\/td>\n-5.1<\/td>\n<\/tr>\n
      Energy Select Sector SPDR ETF (XLE)<\/td>\nN\/A<\/td>\nN\/A<\/td>\n23.3<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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

        \n
      • YPF SA:\u00a0<\/strong>YPF\u662f\u4e00\u5bb6\u963f\u6839\u5ef7\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c23\u516c\u53f8\uff0c\u52d8\u63a2\u548c\u751f\u7522\u77f3\u6cb9\u7522\u54c1\uff0c\u9084\u5f9e\u4e8b\u4e0b\u904a\u696d\u52d9\uff0c\u6700\u5927\u80a1\u6771\u662f\u6839\u5ef7\u653f\u5e9c\uff0c\u540c\u6642\u4e5f\u662f\u963f\u6839\u5ef7\u8ca1\u653f\u6536\u5165\u7684\u6700\u5927\u8ca2\u737b\u8005\u3002<\/li>\n
      • PBF Energy Inc.:<\/strong>\u898b\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7d39\u3002<\/li>\n
      • GasLog Partners LP:<\/strong>\u7e3d\u90e8\u4f4d\u65bc\u5e0c\u81d8\u6bd4\u96f7\u57c3\u592b\u65af\u7684GasLog Partners\u7d93\u71df\u8457\u4e00\u652f\u753114\u8258\u8239\u7d44\u6210\u7684\u8239\u968a\uff0c\u8ca0\u8cac\u904b\u8f38\u6db2\u5316\u5929\u7136\u6c23\u3002GasLog\u5728\u7b2c\u56db\u5b63\u5ea6\u8ca1\u5831\u4e2d\u5f37\u8abf\uff0c\u7531\u65bc\u70cf\u514b\u862d\u6230\u722d\uff0c\u6db2\u5316\u5929\u7136\u6c23\u201c\u57282022\u5e74\u80fd\u6e90\u4f9b\u61c9\u6e1b\u5c11\u6642\u62ef\u6551\u4e86\u6b50\u6d32\u5404\u570b\u201d\uff0c\u4e26\u9810\u6e2c2023\u5e74\u4e5f\u6703\u51fa\u73fe\u985e\u4f3c\u60c5\u6cc1\u3002<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

        \u904e\u53bb\u4e00\u5e74\u4e2d\u8868\u73fe\u6700\u597d\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c23\u80a1\u7968\u5305\u62ec\u963f\u6839\u5ef7\u7684YPF\u3001\u77f3\u6cb9\u7cbe\u7149\u5546PBF Energy\u548c\u6db2\u5316\u5929\u7136\u6c23\u904b\u8f38\u5546Gas […]<\/p>\n","protected":false},"author":31,"featured_media":415557,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522],"tags":[2159,589,568],"class_list":["post-453732","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","tag-2159","tag-589","tag-zh-hant-blog-tag-","sectors--zh-hant","sectors-oil-gas-zh-hant","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\/453732","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=453732"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/453732\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/415557"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=453732"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=453732"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=453732"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}