{"id":459220,"date":"2023-04-28T23:32:12","date_gmt":"2023-04-29T06:32:12","guid":{"rendered":"https:\/\/nai500.com\/?p=459220"},"modified":"2023-04-28T23:32:12","modified_gmt":"2023-04-29T06:32:12","slug":"2023%e5%b9%b4-%e7%ac%ac%e4%ba%8c-%e5%ad%a3%e5%ba%a6-%e6%9c%80%e5%a5%bd%e7%9a%84-%e9%90%b5%e8%b7%af%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2023\/04\/2023%e5%b9%b4-%e7%ac%ac%e4%ba%8c-%e5%ad%a3%e5%ba%a6-%e6%9c%80%e5%a5%bd%e7%9a%84-%e9%90%b5%e8%b7%af%e8%82%a1\/","title":{"rendered":"\u9078\u80a1\u6c60\uff1a2023\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u6700\u597d\u7684\u9435\u8def\u80a1\u540d\u55ae"},"content":{"rendered":"

\u96d6\u7136\u7f8e\u570b\u7684\u9435\u8def\u5de5\u4eba\u7f77\u5de5\u4ee5\u53ca\u5c0d\u7d93\u6fdf\u8870\u9000\u7684\u64d4\u6182\u7c60\u7f69\u8457\u9435\u8def\u884c\u696d\uff0c\u4f46\u662fGreenbrier Companies<\/a>\u3001Central Japan Railway<\/a>\uff08\u6771\u6d77\u65c5\u5ba2\u9435\u9053\uff09\u548c\u52a0\u62ff\u5927\u592a\u5e73\u6d0b\u9435\u8def\u516c\u53f8<\/a>\u5728\u6536\u5165\u589e\u9577\u65b9\u9762\u9818\u5148\u65bc\u540c\u884c\u3002\u622a\u6b622023\u5e744\u670813\u65e5\uff0c\u4ee3\u8868\u9435\u8def\u3001\u8ca8\u904b\u548c\u822a\u7a7a\u80a1\u7684iShares U.S. Transportation Average ETF (IYT<\/u><\/a>)\u5728\u904e\u53bb12\u500b\u6708\u4e0b\u8dcc\u4e866%\uff0c\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u7f85\u7d201000\u6307\u6578\u5728\u540c\u4e00\u6642\u671f\u4e0b\u8dcc\u4e864%\u3002\u76e1\u7ba1\u5982\u6b64\uff0c\u4e0b\u9762\u662f\u904e\u53bb\u4e00\u5e74\u6700\u5177\u50f9\u503c\u3001\u6536\u5165\u589e\u9577\u6700\u5feb\u4ee5\u53ca\u6700\u5177\u4e0a\u6f32\u52e2\u982d\u7684\u9435\u8def\u80a1\u7968\uff0c\u6295\u8cc7\u8005\u4ecd\u7136\u53ef\u4ee5\u5728\u7b2c\u4e8c\u5b63\u5ea6\u91cd\u9ede\u95dc\u6ce8\u3002<\/p>\n

\u6700\u5177\u50f9\u503c\u7684<\/b><\/strong>\u9435\u8def<\/b><\/strong>\u80a1<\/b><\/strong><\/h2>\n

\u4ee5\u4e0b\u662f12\u500b\u6708\u8ffd\u8e64\u5e02\u76c8\u7387\uff08P\/E\uff09\u6700\u4f4e\u7684\u9435\u8def\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\u4f60\u70ba\u6bcf\u4e00\u7f8e\u5143\u7684\u5229\u6f64\u6240\u4ed8\u51fa\u7684\u6210\u672c\u8f03\u5c11\u3002<\/p>\n\n\n\n\n\n\n\n
\u6700\u5177\u50f9\u503c\u7684\u9435\u8def\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
Norfolk Southern Corp. (NSC)<\/td>\n206.32<\/td>\n47<\/td>\n14.8<\/td>\n<\/tr>\n
CSX Corp. (CSX)<\/td>\n30.16<\/td>\n62.2<\/td>\n15.5<\/td>\n<\/tr>\n
Union Pacific Corp. (UNP)<\/td>\n198.73<\/td>\n121.3<\/td>\n17.7<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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

    \n
  • Norfolk Southern Corp.:\u00a0<\/strong>Norfolk Southern\u662f\u4e00\u5bb6\u5728\u7f8e\u570b\u6771\u90e8\u7d93\u71df\u9435\u8def\u8def\u7dda\u7684\u8ca8\u904b\u516c\u53f8\u30022\u67083\u65e5\uff0c\u8a72\u516c\u53f8\u7684\u4e00\u5217\u904b\u8f09\u6c2f\u4e59\u70ef\u7b49\u5371\u96aa\u6750\u6599\u7684\u8ca8\u904b\u5217\u8eca\u51fa\u8ecc\uff0c\u5728\u4fc4\u4ea5\u4fc4\u5dde\u6771\u5df4\u52d2\u65af\u5766\u5f15\u8d77\u5927\u706b\u3002\u8a72\u516c\u53f8\u56e0\u6b64\u88ab\u7f8e\u570b\u53f8\u6cd5\u90e8\u548c\u4fc4\u4ea5\u4fc4\u5dde\u8d77\u8a34\uff0c\u56e0\u70ba\u9055\u53cd\u4e86\u6709\u95dc\u5371\u96aa\u5ee2\u7269\u3001\u7a7a\u6c23\u6c59\u67d3\u548c\u6c34\u6c59\u67d3\u904e\u5931\u7684\u5dde\u548c\u806f\u90a6\u6cd5\u5f8b\u3002\u81ea\u8a72\u4e8b\u4ef6\u767c\u751f\u4ee5\u4f86\uff0c\u8a72\u516c\u53f8\u7684\u80a1\u50f9\u5df2\u7d93\u4e0b\u8dcc\u4e8618%\u3002<\/li>\n
  • CSX Corp.:\u00a0<\/strong>CSX\u63d0\u4f9b\u9435\u8def\u3001\u806f\u5408\u904b\u8f38\u548c\u9435\u8def\u5230\u5361\u8eca\u7684\u88dd\u8f09\u670d\u52d9\u548c\u89e3\u6c7a\u65b9\u6848\uff0c\u70ba\u5404\u7a2e\u5e02\u5834\u7684\u5ba2\u6236\u63d0\u4f9b\u670d\u52d9\uff0c\u5305\u62ec\u80fd\u6e90\u3001\u5de5\u696d\u3001\u5efa\u7bc9\u3001\u8fb2\u696d\u548c\u6d88\u8cbb\u7522\u54c1\u30029\u6708\uff0cCSX\u4efb\u547dJoseph Hinrichs\u70ba\u65b0\u7684\u7e3d\u88c1\u548c\u9996\u5e2d\u57f7\u884c\u5b98\uff0c\u63a5\u66ff\u9000\u4f11\u7684James Foote\u3002\u7b2c\u4e00\u5b63\u5ea6\uff0c\u8a72\u516c\u53f8\u8207\u5e7e\u500b\u5de5\u6703\u9054\u6210\u5354\u8b70\uff0c\u70ba\u5de5\u4eba\u63d0\u4f9b\u5e36\u85aa\u75c5\u5047\uff0c\u9019\u4e00\u75c7\u7d50\u5dee\u9ede\u5c0e\u81f42022\u5e74\u7684\u9435\u8def\u5de5\u4eba\u7f77\u5de5\u3002<\/li>\n
  • Union Pacific Corp.:\u00a0<\/strong>\u806f\u5408\u592a\u5e73\u6d0b\u516c\u53f8\u901a\u904e\u9435\u8def\u9023\u63a5\u7f8e\u570b\u897f\u90e8\u4e09\u5206\u4e4b\u4e8c\u7684\u5730\u5340\u3002\u8a72\u516c\u53f8\u7d93\u71df\u8457\u5f9e\u897f\u6d77\u5cb8\u548c\u58a8\u897f\u54e5\u7063\u6cbf\u5cb8\u6240\u6709\u4e3b\u8981\u6e2f\u53e3\u5230\u6771\u90e8\u9580\u6236\u7684\u9435\u8def\u904b\u8f38\u670d\u52d9\uff0c\u8207\u52a0\u62ff\u5927\u7684\u9435\u8def\u7cfb\u7d71\u9023\u63a5\u30022022\u5e747\u6708\u4e0b\u65ec\uff0c\u8a72\u516c\u53f8\u8868\u793a\uff0c\u8207Wabtec\u7c3d\u7f72\u4e86\u4e00\u9805\u5354\u8b70\uff0c\u5c0d\u5927\u7d04600\u81fa\u6a5f\u8eca\u9032\u884c\u73fe\u4ee3\u5316\u6539\u9020\u3002\u8a72\u5354\u8b70\u7684\u50f9\u503c\u8d85\u904e10\u5104\u7f8e\u5143\u3002<\/li>\n<\/ul>\n

    \u589e\u9577\u6700\u5feb\u7684<\/b><\/strong>\u9435\u8def<\/b><\/strong>\u80a1<\/b><\/strong><\/h2>\n

    \u4ee5\u4e0b\u662f\u6839\u64da\u4e00\u500b\u589e\u9577\u6a21\u578b\u9078\u51fa\u7684\u9802\u7d1a\u9435\u8def\u80a1\uff0c\u8a72\u6a21\u578b\u6839\u64da\u4e0a\u5e02\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\u904e1000%\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\u9435\u8def\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
    Greenbrier Companies Inc. (GBX)<\/td>\n32.36<\/td>\n1<\/td>\n155<\/td>\n64<\/td>\n<\/tr>\n
    Central Japan Railway Co. (CJPRY)<\/td>\n12.07<\/td>\n23.8<\/td>\n110<\/td>\n4<\/td>\n<\/tr>\n
    Canadian Pacific Railway Ltd. (CP)<\/td>\n77.07<\/td>\n71.7<\/td>\n71<\/td>\n12<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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

      \n
    • Greenbrier Companies Inc.:\u00a0<\/strong>Greenbrier\u662f\u4e00\u5bb6\u70ba\u5168\u7403\u8ca8\u904b\u5e02\u5834\u63d0\u4f9b\u8a2d\u5099\u548c\u670d\u52d9\u7684\u4f9b\u61c9\u5546\u3002\u8a72\u516c\u53f8\u8a2d\u8a08\u548c\u5236\u9020\u8ca8\u904b\u8ecc\u9053\u8eca\u548c\u6d77\u4e0a\u99c1\u8239\uff0c\u9084\u63d0\u4f9b\u8ca8\u904b\u8ecc\u9053\u8eca\u8eca\u8f2a\u670d\u52d9\u3001\u96f6\u4ef6\u548c\u7dad\u4fee\uff0c\u4ee5\u53ca\u8ecc\u9053\u8eca\u7ba1\u7406\u548c\u79df\u8cc3\u670d\u52d9\u3002<\/li>\n
    • Central Japan Railway Co.:\u00a0<\/strong>\u6771\u6d77\u65c5\u5ba2\u9435\u9053Central Japan\u7d93\u71df\u904b\u8f38\u696d\u52d9\uff0c\u6709\u591a\u689d\u9435\u8def\u7dda\u5728\u6771\u4eac\u548c\u5927\u962a\u7b49\u57ce\u5e02\u4e4b\u9593\u8f38\u9001\u4e58\u5ba2\u3002<\/li>\n
    • Canadian Pacific Railway Ltd.:\u00a0<\/strong>\u52a0\u62ff\u5927\u592a\u5e73\u6d0b\u9435\u8def\u516c\u53f8\u5728\u52a0\u62ff\u5927\u548c\u7f8e\u570b\u63d0\u4f9b\u9435\u8def\u548c\u806f\u5408\u904b\u8f38\u670d\u52d9\uff0c\u5305\u62ec\u904b\u8f38\u5927\u5b97\u5546\u54c1\u3001\u5546\u54c1\u8ca8\u904b\u548c\u96f6\u552e\u5546\u54c1\u3002\u8a72\u516c\u53f8\u65bc1\u670831\u65e5\u5ba3\u5e03\u5b63\u5ea6\u80a1\u606f\u70ba19\u7f8e\u5143\uff0c\u65bc4\u670824\u65e5\u652f\u4ed8\u3002\u81ea2021\u5e74\u5e95\u4ee5\u4f86\uff0c\u52a0\u62ff\u5927\u592a\u5e73\u6d0b\u9435\u8def\u516c\u53f8\u4e00\u76f4\u4fdd\u6301\u84570.19\u7f8e\u5143\u7684\u5b63\u5ea6\u80a1\u606f\u3002<\/li>\n<\/ul>\n

      \u6700\u5177\u4e0a\u6f32\u52e2\u982d\u7684<\/b><\/strong>\u9435\u8def<\/b><\/strong>\u80a1<\/b><\/strong><\/h2>\n

      \u4ee5\u4e0b\u662f\u5728\u904e\u53bb12\u500b\u6708\u4e2d\u7e3d\u56de\u5831\u7387\u6700\u9ad8\u7684\u9435\u8def\u80a1\u7968\u3002<\/p>\n\n\n\n\n\n\n\n\n\n
      \u6700\u5177\u4e0a\u6f32\u52e2\u982d\u7684\u9435\u8def\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
      Alstom S.A. (ALSMY)<\/td>\n2.57<\/td>\n9.7<\/td>\n18<\/td>\n<\/tr>\n
      Westinghouse Air Brake Technologies Corp. (WAB)<\/td>\n99.62<\/td>\n18<\/td>\n13<\/td>\n<\/tr>\n
      West Japan Railway Co. (WJRYY)<\/td>\n42.30<\/td>\n10.3<\/td>\n9<\/td>\n<\/tr>\n
      Russell 1000<\/td>\nN\/A<\/td>\nN\/A<\/td>\n-4<\/td>\n<\/tr>\n
      iShares Transportation Average ETF (IYT)<\/td>\nN\/A<\/td>\nN\/A<\/td>\n-6<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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

        \n
      • Alstom S.A.:\u00a0<\/strong>Alstom\u662f\u4e00\u5bb6\u6cd5\u570b\u9435\u8def\u904b\u8f38\u516c\u53f8\uff0c\u5efa\u9020\u9ad8\u901f\u5217\u8eca\u3001\u55ae\u8ecc\u5217\u8eca\u548c\u8f15\u578b\u901a\u52e4\u5217\u8eca\u3002\u8a72\u516c\u53f8\u9084\u63d0\u4f9b\u9435\u8def\u57fa\u790e\u8a2d\u65bd\uff0c\u5982\u7dad\u8b77\u3001\u4fe1\u865f\u548c\u6578\u5b57\u79fb\u52d5\u3002<\/li>\n
      • Westinghouse Air Brake Technologies Corp.:\u00a0<\/strong>\u897f\u5c4b\u5236\u52d5\u516c\u53f8\uff0c\u5373Wabtec Corp.\uff0c\u70ba\u8ca8\u904b\u548c\u904e\u5883\u9435\u8def\u884c\u696d\u63d0\u4f9b\u8a2d\u5099\u548c\u670d\u52d9\uff0c\u70ba\u65b0\u7684\u548c\u73fe\u6709\u7684\u8ca8\u904b\u8eca\u8f1b\u5236\u9020\u548c\u4f9b\u61c9\u90e8\u4ef6\u3002\u8a72\u516c\u53f8\u9084\u5efa\u9020\u65b0\u7684\u901a\u52e4\u6a5f\u8eca\u4e26\u92b7\u552e\u57fa\u790e\u8a2d\u65bd\u548c\u9435\u8def\u63a7\u5236\u8a2d\u5099\u30022\u670815\u65e5\uff0c\u8a72\u516c\u53f8\u516c\u5e03\u4e86\u7b2c\u56db\u5b63\u5ea6\u8ca1\u5831\uff1b\u82072021\u5e74\u7b2c\u56db\u5b63\u5ea6\u76f8\u6bd4\uff0c\u6536\u5165\u7565\u6709\u589e\u9577\uff0c\u6de8\u6536\u5165\u589e\u52a0\u4e8613%\u3002Wabtec\u57282022\u5e74\u7b2c\u56db\u5b63\u5ea6\u9084\u56de\u8cfc\u4e86\u50f9\u503c7300\u842c\u7f8e\u5143\u7684\u80a1\u7968\uff0c\u5168\u5e74\u5171\u82b1\u8cbb4.73\u5104\u7f8e\u5143\u56de\u8cfc\u80a1\u7968\u3002<\/li>\n
      • West Japan Railway Co.:\u00a0<\/strong>West Japan\u662f\u4e00\u5bb6\u5ba2\u904b\u516c\u53f8\uff0c\u5728\u5927\u962a\u53ca\u5468\u908a\u5730\u5340\u7d93\u71df\u9435\u8def\u7dda\u3002\u8a72\u516c\u53f8\u9084\u64c1\u6709\u96f6\u552e\u548c\u4fbf\u5229\u5e97\u3001\u9152\u5e97\u548c\u8cfc\u7269\u4e2d\u5fc3\u3002<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

        \u96d6\u7136\u7f8e\u570b\u7684\u9435\u8def\u5de5\u4eba\u7f77\u5de5\u4ee5\u53ca\u5c0d\u7d93\u6fdf\u8870\u9000\u7684\u64d4\u6182\u7c60\u7f69\u8457\u9435\u8def\u884c\u696d\uff0c\u4f46\u662fGreenbrier Companies\u3001Cen […]<\/p>\n","protected":false},"author":31,"featured_media":354644,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522],"tags":[671,568,2001,1860],"class_list":{"0":"post-459220","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","6":"hentry","7":"category-1522","8":"tag-671","9":"tag-zh-hant-blog-tag-","10":"tag--zh-hant","12":"sectors-oil-gas-zh-hant","13":"locations-620","14":"locations-canada-zh-hant","15":"locations-us-zh-hant","16":"exchange-nyse-zh-hant","17":"exchange-otcqb-zh-hant"},"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/459220","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=459220"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/459220\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/354644"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=459220"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=459220"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=459220"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}