{"id":454251,"date":"2023-03-09T23:31:50","date_gmt":"2023-03-10T07:31:50","guid":{"rendered":"https:\/\/nai500.com\/?p=454251"},"modified":"2023-03-09T23:31:50","modified_gmt":"2023-03-10T07:31:50","slug":"2023%e5%b9%b4-3%e6%9c%88-%e9%a0%82%e7%b4%9a-%e6%88%90%e9%95%b7%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2023\/03\/2023%e5%b9%b4-3%e6%9c%88-%e9%a0%82%e7%b4%9a-%e6%88%90%e9%95%b7%e8%82%a1\/","title":{"rendered":"\u9078\u80a1\u6c60\uff1a2023\u5e743\u6708\u7f8e\u80a1\u9802\u7d1a\u6210\u9577\u80a1\u540d\u55ae"},"content":{"rendered":"

\u622a\u6b62\u672c\u6708\u8868\u73fe\u6700\u597d\u7684\u6210\u9577\u80a1\u7968\u5305\u62ecGlobalFoundries Inc.<\/a>\u3001\u6c7d\u8eca\u914d\u4ef6\u516c\u53f8Aptiv PLC<\/a>\u548c\u53ef\u6301\u7e8c\u5305\u88dd\u4f9b\u61c9\u5546Ardagh Metal Packaging S.A.<\/a>\uff0c\u5373\u4f7f\u4e16\u754c\u5404\u5730\u592e\u884c\u964d\u4f4e\u901a\u8139\u7684\u8209\u63aa\u589e\u52a0\u4e86\u5168\u7403\u8870\u9000\u98a8\u96aa\uff0c\u9019\u4e9b\u80a1\u7968\u7684\u5229\u6f64\u548c\u6536\u5165\u589e\u9577\u4e5f\u5927\u5e45\u9818\u5148\u65bc\u540c\u884c\u3002<\/p>\n

\u904e\u53bb\u4e00\u5e74\uff0c\u4ee3\u8868\u6210\u9577\u80a1\u7968\u7684\u7f85\u7d201000 Growth Index\u7684\u8868\u73fe\u4e0d\u53ca\u5927\u76e4\u3002\u622a\u81f32023\u5e742\u670828\u65e5\uff0c\u7f85\u7d201000\u6210\u9577\u80a1\u6307\u6578\u5728\u904e\u53bb12\u500b\u6708\u7684\u7e3d\u56de\u5831\u70ba-7%\uff0c\u7f85\u7d201000\u6307\u6578\u540c\u671f\u7684\u7e3d\u56de\u5831\u70ba-5%\u3002\u904e\u53bb\u5e7e\u500b\u6708\uff0c\u6210\u9577\u80a1\u7684\u8868\u73fe\u7e7c\u7e8c\u53d7\u5230\u5229\u7387\u4e0a\u5347\u3001\u901a\u8ca8\u81a8\u8139\u548c\u4f9b\u61c9\u93c8\u4e2d\u65b7\u7b49\u56e0\u7d20\u7684\u5f71\u97ff\u3002<\/p>\n

\u76e1\u7ba1\u5982\u6b64\uff0c\u4e0b\u9762\u9019\u4e9b\u6bcf\u80a1\u6536\u76ca\uff08EPS\uff09\u589e\u9577\u6700\u5feb\u3001\u92b7\u552e\u984d\u589e\u9577\u6700\u5feb\uff0c\u4ee5\u53ca\u6309\u7167EPS\u548c\u92b7\u552e\u984d\u589e\u9577\u4e4b\u548c50\/50\u6b0a\u91cd\u6392\u540d\u7684\u6210\u9577\u578b\u80a1\u7968\uff0c\u6295\u8cc7\u8005\u4ecd\u7136\u53ef\u4ee5\u57283\u6708\u4efd\u91cd\u9ede\u95dc\u6ce8\u3002<\/p>\n

\u6309EPS\u589e\u9577\u6392\u540d\u6700\u597d\u7684\u6210\u9577\u80a1<\/b><\/strong><\/h2>\n

\u4ee5\u4e0b\u662f\u6700\u8fd1\u4e00\u500b\u5b63\u5ea6\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\uff08YOY\uff09\u589e\u9577\u6700\u9ad8\u7684\u80a1\u7968\u3002\u76c8\u5229\u4e0a\u5347\u8868\u660e\u516c\u53f8\u7684\u696d\u52d9\u6b63\u5728\u589e\u9577\uff0c\u4e26\u7522\u751f\u4e86\u66f4\u591a\u7684\u8cc7\u91d1\uff0c\u53ef\u4ee5\u518d\u6295\u8cc7\u6216\u56de\u5831\u7d66\u80a1\u6771\u3002\u5b63\u5ea6EPS\u8d85\u904e2500%\u7684\u516c\u53f8\u4f5c\u70ba\u7570\u5e38\u503c\u88ab\u6392\u9664\u5728\u5916\u3002<\/p>\n\n\n\n\n\n\n\n
\u6309EPS\u589e\u9577\u6392\u540d\u6700\u597d\u7684\u6210\u9577\u80a1<\/b><\/strong><\/td>\n<\/tr>\n
\u00a0<\/b><\/strong><\/td>\n\u80a1\u50f9<\/b><\/strong>\u00a0($)<\/b><\/strong><\/td>\n\u5e02\u503c<\/b><\/strong>\u00a0($<\/b><\/strong>10\u5104<\/b><\/strong>)<\/b><\/strong><\/td>\nEPS<\/b><\/strong>\u589e\u9577<\/b><\/strong>\u00a0(%)<\/b><\/strong><\/td>\n<\/tr>\n
GlobalFoundries Inc. (GFS)<\/td>\n65.34<\/td>\n35.6<\/td>\n1,413<\/td>\n<\/tr>\n
Aptiv PLC (APTV)<\/td>\n116.28<\/td>\n31.5<\/td>\n1,333<\/td>\n<\/tr>\n
Ardagh Metal Packaging S.A. (AMBP)<\/td>\n4.82<\/td>\n2.9<\/td>\n1,167<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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

    \n
  • GlobalFoundries Inc.:\u00a0<\/strong>GlobalFoundries\u751f\u7522\u534a\u5c0e\u9ad4\uff0c\u751f\u7522\u8a2d\u65bd\u904d\u5e03\u4e09\u5927\u6d32\u30022022\u5e74\uff0c\u8a72\u516c\u53f8\u5831\u544a\u4e86\u5275\u7d00\u9304\u7684\u6bdb\u5229\u7387\u548c\u6de8\u6536\u5165\u3002GlobalFoundries\u8fd1\u671f\u5ba3\u5e03\u8207\u901a\u7528\u6c7d\u8eca\u516c\u53f8\u9054\u6210\u5354\u8b70\uff0c\u652f\u6301\u8a72\u6c7d\u8eca\u5236\u9020\u5546\u6e1b\u5c11\u5176\u8eca\u8f1b\u4e2d\u7368\u7279\u82af\u7247\u6578\u91cf\u7684\u8a08\u5283\u3002<\/li>\n
  • Aptiv PLC:\u00a0<\/strong>Aptiv\u8a2d\u8a08\u548c\u751f\u7522\u6c7d\u8eca\u96f6\u90e8\u4ef6\uff0c\u572848\u500b\u570b\u5bb6\u64c1\u6709131\u5bb6\u5236\u9020\u5ee0\uff0c\u91cd\u9ede\u95dc\u6ce8\u6c7d\u8eca\u96f6\u90e8\u4ef6\u7684\u9023\u63a5\u6027\u3001\u5b89\u5168\u6027\u548c\u74b0\u5883\u53ef\u6301\u7e8c\u6027\u3002<\/li>\n
  • Ardagh Metal Packaging S.A.:\u00a0<\/strong>\u7e3d\u90e8\u8a2d\u5728\u76e7\u68ee\u5821\u7684Ardagh Metal Packaging\u70ba\u5ba2\u6236\u63d0\u4f9b\u53ef\u6301\u7e8c\u7684\u5305\u88dd\u89e3\u6c7a\u65b9\u6848\uff0c\u5305\u62ec\u7528\u65bc\u98f2\u6599\u7684\u201c\u7121\u9650\u5faa\u74b0\u201d\u91d1\u5c6c\u7f50\u3002\u8a72\u516c\u53f8\u64c1\u670947\u5104\u7f8e\u5143\u7684\u5168\u7403\u92b7\u552e\u984d\uff0c\u5728\u4e5d\u500b\u570b\u5bb6\u64c1\u670924\u500b\u751f\u7522\u8a2d\u65bd\u548c\u5236\u9020\u5de5\u5ee0\u3002<\/li>\n<\/ul>\n

    \u6309\u92b7\u552e\u984d\u589e\u9577\u6392\u540d\u6700\u597d\u7684\u6210\u9577\u80a1<\/b><\/strong><\/h2>\n

    \u4ee5\u4e0b\u662f\u6700\u8fd1\u4e00\u500b\u5b63\u5ea6\u7684\u92b7\u552e\u984d\u540c\u6bd4\u589e\u9577\u6700\u9ad8\u7684\u6210\u9577\u578b\u80a1\u7968\u3002\u92b7\u552e\u984d\u7684\u4e0a\u5347\u53ef\u4ee5\u5e6b\u52a9\u6295\u8cc7\u8005\u8b58\u5225\u90a3\u4e9b\u80fd\u5920\u901a\u904e\u6709\u6a5f\u7684\u6216\u65b0\u7684\u65b9\u5f0f\u589e\u9577\u6536\u5165\u7684\u516c\u53f8\uff0c\u4e26\u627e\u5230\u90a3\u4e9b\u5c1a\u672a\u9054\u5230\u76c8\u5229\u7684\u6210\u9577\u578b\u516c\u53f8\u3002\u6b64\u5916\uff0cEPS\u53ef\u80fd\u6703\u53d7\u5230\u6703\u8a08\u56e0\u7d20\u7684\u986f\u8457\u5f71\u97ff\uff0c\u53ef\u80fd\u7121\u6cd5\u53cd\u6620\u4f01\u696d\u7684\u6574\u9ad4\u5be6\u529b\u3002\u4e0d\u904e\uff0c\u92b7\u552e\u984d\u589e\u9577\u4e5f\u53ef\u80fd\u5c0d\u4f01\u696d\u7684\u5be6\u529b\u7522\u751f\u6f5b\u5728\u7684\u8aa4\u5c0e\uff0c\u56e0\u70ba\u5982\u679c\u516c\u53f8\u6c92\u6709\u9054\u5230\u76c8\u5229\u7684\u8a08\u5283\uff0c\u8667\u640d\u4f01\u696d\u7684\u92b7\u552e\u589e\u9577\u53ef\u80fd\u662f\u6709\u5bb3\u7684\u3002\u9019\u88cf\u5b63\u5ea6\u6536\u5165\u589e\u9577\u8d85\u904e2500%\u7684\u516c\u53f8\u88ab\u4f5c\u70ba\u7570\u5e38\u503c\u6392\u9664\u3002<\/p>\n\n\n\n\n\n\n\n
    \u6309\u92b7\u552e\u984d\u589e\u9577\u6392\u540d\u6700\u597d\u6210\u9577\u80a1<\/b><\/strong><\/td>\n<\/tr>\n
    \u00a0<\/b><\/strong><\/td>\n\u80a1\u50f9<\/b><\/strong>\u00a0($)<\/b><\/strong><\/td>\n\u5e02\u503c<\/b><\/strong>\u00a0($<\/b><\/strong>10\u5104<\/b><\/strong>)\u00a0<\/b><\/strong><\/td>\n\u6536\u5165\u589e\u9577<\/b><\/strong>\u00a0(%)\u00a0<\/b><\/strong><\/td>\n<\/tr>\n
    Novavax Inc. (NVAX)<\/td>\n9.26<\/td>\n0.7<\/td>\n1,333<\/td>\n<\/tr>\n
    Norwegian Cruise Line Holdings Ltd. (NCLH)<\/td>\n14.82<\/td>\n6.2<\/td>\n955<\/td>\n<\/tr>\n
    Lucid Group Inc. (LCID)<\/td>\n9.13<\/td>\n16.7<\/td>\n876<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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

      \n
    • Novavax Inc.:<\/strong>Novavax\u662f\u4e00\u5bb6\u751f\u7269\u6280\u8853\u516c\u53f8\uff0c\u958b\u767c\u548c\u63d0\u4f9b\u91dd\u5c0d\u591a\u7a2e\u50b3\u67d3\u75c5\u7684\u75ab\u82d7\uff0c\u64c1\u6709\u8d85\u904e34\u5e74\u7684\u7d93\u9a57\uff0c\u6bcf\u5e74\u63d0\u4f9b20\u5104\u5291\u75ab\u82d7\u3002\u8a72\u516c\u53f8\u5831\u544a\u7a31\uff0c\u622a\u81f32022\u5e74\u5e95\uff0c\u5df2\u7d93\u63d0\u4f9b\u4e86\u8d85\u904e1\u5104\u5291COVID-19\u75ab\u82d7\u3002<\/li>\n
    • Norwegian Cruise Line Holdings Ltd.:\u00a0<\/strong>Norwegian Cruise Line Holdings\u7d93\u71df\u4e09\u500b\u54c1\u724c\u7684\u90f5\u8f2a\uff0c\u5206\u5225\u662fNorwegian Cruise Lines\u3001Oceania Cruises\u548cRegent Seven Seas Cruises\u3002\u8207\u5176\u4ed6\u90f5\u8f2a\u548c\u65c5\u904a\u793e\u4e00\u6a23\uff0c\u8a72\u516c\u53f8\u56e0COVID-19\u800c\u88ab\u8feb\u505c\u6b62\u904b\u71df\u4e00\u5e74\u591a\uff0c\u4f46\u5728\u9032\u51652023\u5e74\u6642\uff0c\u90f5\u8f2a\u9810\u8a02\u60c5\u6cc1\u975e\u5e38\u597d\uff0c\u9810\u8a08\u7b2c\u4e00\u5b63\u5ea6\u7684\u9810\u8a02\u7387\u63a5\u8fd1100%\u3002<\/li>\n
    • Lucid Group Inc.:\u00a0<\/strong>Lucid Group\u8a2d\u8a08\u548c\u5236\u9020\u8c6a\u83ef\u96fb\u52d5\u6c7d\u8eca\uff08EV\uff09\u30022022\u5e74\uff0c\u8a72\u516c\u53f8\u5be6\u73fe\u4e86\u5275\u7d00\u9304\u7684\u751f\u7522\u6c34\u5e73\uff0c\u4e26\u5728\u6b50\u6d32\u548c\u6c99\u7279\u963f\u62c9\u4f2f\u4ea4\u4ed8\u4e86\u7b2c\u4e00\u6279\u8eca\u8f1b\u3002<\/li>\n<\/ul>\n

      \u6309EPS\u548c\u92b7\u552e\u984d\u589e\u9577\u7d9c\u5408\u6392\u540d\u6700\u597d\u7684\u6210\u9577\u80a1<\/b><\/strong><\/h2>\n

      \u4ee5\u4e0b\u662f\u6839\u64da\u4e00\u500b\u589e\u9577\u6a21\u578b\u9078\u51fa\u7684\u6700\u597d\u7684\u6210\u9577\u578b\u80a1\u7968\uff0c\u8a72\u6a21\u578b\u5c07\u6210\u9577\u578b\u4f01\u696d\u7684\u6bcf\u80a1\u6536\u76ca(EPS)\u548c\u92b7\u552e\u984d\u6309\u716750\/50\u7684\u6b0a\u91cd\u5c31\u884c\u8a55\u5206\u3002\u92b7\u552e\u984d\u548c\u6536\u76ca\u90fd\u662f\u4e00\u5bb6\u516c\u53f8\u6210\u529f\u7684\u95dc\u9375\u56e0\u7d20\u3002\u6b64\u5916\uff0c\u53ea\u6309\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\u8b8a\u5316\u6216\u91cd\u7d44\u6210\u672c\uff09\u7684\u5f71\u97ff\uff0c\u9019\u4e9b\u7570\u5e38\u60c5\u6cc1\u53ef\u80fd\u4f7f\u4e00\u9805\u6216\u53e6\u4e00\u9805\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\u3002<\/p>\n\n\n\n\n\n\n\n
      \u6309EPS\u548c\u92b7\u552e\u984d\u589e\u9577\u7d9c\u5408\u6392\u540d\u6700\u597d\u7684\u6210\u9577\u80a1<\/b><\/strong><\/td>\n<\/tr>\n
      \u00a0<\/b><\/strong><\/td>\n\u80a1\u50f9<\/b><\/strong>\u00a0($)<\/b><\/strong><\/td>\n\u5e02\u503c<\/b><\/strong>\u00a0($<\/b><\/strong>10\u5104<\/b><\/strong>)\u00a0<\/b><\/strong><\/td>\n\u6536\u5165\u589e\u9577<\/b><\/strong>\u00a0(%)\u00a0<\/b><\/strong><\/td>\nEPS<\/b><\/strong>\u589e\u9577<\/b><\/strong>\u00a0(%)<\/b><\/strong><\/td>\n<\/tr>\n
      GlobalFoundries Inc. (GFS)<\/td>\n65.34<\/td>\n35.6<\/td>\n1,413%<\/td>\n14<\/td>\n<\/tr>\n
      Aptiv PLC (APTV)<\/td>\n116.28<\/td>\n31.5<\/td>\n1,333<\/td>\n12<\/td>\n<\/tr>\n
      Ardagh Metal Packaging S.A. (AMBP)<\/td>\n4.82<\/td>\n2.9<\/td>\n1,167<\/td>\n-1<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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

        \n
      • GlobalFoundries Inc.:\u00a0<\/strong>\u898b\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7d39\u3002<\/li>\n
      • Aptiv PLC:\u00a0<\/strong>\u898b\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7d39\u3002<\/li>\n
      • Ardagh Metal Packaging S.A.:\u00a0<\/strong>\u898b\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7d39\u3002<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

        \u622a\u6b62\u672c\u6708\u8868\u73fe\u6700\u597d\u7684\u6210\u9577\u80a1\u7968\u5305\u62ecGlobalFoundries Inc.\u3001\u6c7d\u8eca\u914d\u4ef6\u516c\u53f8Aptiv PLC\u548c\u53ef\u6301\u7e8c […]<\/p>\n","protected":false},"author":31,"featured_media":444315,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522],"tags":[2156,2177,564,803],"class_list":["post-454251","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","tag-2156","tag-2177","tag-564","tag-803","sectors--zh-hant","sectors-life-science-zh-hant","sectors-oil-gas-zh-hant","sectors-technology-zh-hant","locations-us-zh-hant","exchange-nasdaq-zh-hant","exchange-nyse-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/454251","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=454251"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/454251\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/444315"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=454251"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=454251"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=454251"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}