{"id":470091,"date":"2023-08-18T20:30:26","date_gmt":"2023-08-19T03:30:26","guid":{"rendered":"https:\/\/nai500.com\/?p=470091"},"modified":"2023-08-18T20:30:26","modified_gmt":"2023-08-19T03:30:26","slug":"2023%e5%b9%b4-%e7%ac%ac%e4%b8%89-%e5%ad%a3%e5%ba%a6-%e9%a0%82%e7%b4%9a-%e9%8a%85%e7%a4%a6-%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2023\/08\/2023%e5%b9%b4-%e7%ac%ac%e4%b8%89-%e5%ad%a3%e5%ba%a6-%e9%a0%82%e7%b4%9a-%e9%8a%85%e7%a4%a6-%e8%82%a1%e7%a5%a8\/","title":{"rendered":"\u9078\u80a1\u6c60\uff1a2023\u5e74\u7b2c\u4e09\u5b63\u5ea6\u9802\u7d1a\u7684\u9285\u7926\u80a1\u7968\u540d\u55ae"},"content":{"rendered":"

\u7b2c\u4e09\u5b63\u5ea6\u7684\u71b1\u9580\u9285\u7926\u80a1\u5305\u62ecCapstone Copper Corp.<\/a>\u3001Ero Copper Corp.<\/a>\u548cIvanhoe Electric Inc.<\/a>\uff0c\u5176\u4e2d\u6f32\u5e45\u6700\u5927\u7684\u80a1\u7968\u5728\u904e\u53bb\u4e00\u5e74\u7684\u56de\u5831\u7387\u9ad8\u9054153%\u3002\u5728\u622a\u6b627\u6708\u5e95\u7684\u904e\u53bb\u4e00\u5e74\u4e2d\uff0c\u4ee3\u8868\u9285\u7926\u80a1\u7968\u7684Global X Copper Miners ETF (COPX<\/u><\/a>)\u6307\u6578\u4e0a\u6f32\u4e8638%\uff0cRussell 1000\u6307\u6578\u540c\u671f\u4e0a\u6f32\u4e8614%\u3002<\/p>\n

\u9452\u65bc\u6b64\uff0c\u4e0b\u9762\u9019\u4e9b\u6700\u5177\u50f9\u503c\u3001\u589e\u9577\u6700\u5feb\u4ee5\u53ca\u4e0a\u6f32\u52e2\u982d\u6700\u597d\u7684\u9285\u7926\u80a1\u7968\uff0c\u6295\u8cc7\u8005\u5728\u7b2c\u4e09\u5b63\u5ea6\u53ef\u4ee5\u7e7c\u7e8c\u95dc\u6ce8\u3002<\/p>\n

\u6700\u5177\u50f9\u503c\u7684\u9285\u7926\u80a1<\/b><\/strong><\/h2>\n

\u4ee5\u4e0b\u662f12\u500b\u6708\u8ffd\u8e64\u5e02\u76c8\u7387\uff08P\/E\uff09\u6700\u4f4e\u7684\u9285\u7926\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\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\u9285\u7926\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
Southern Copper Corp. (SCCO)<\/td>\n76.76<\/td>\n59.3<\/td>\n22.2<\/td>\n<\/tr>\n
Freeport-McMoRan Inc. (FCX)<\/td>\n40.67<\/td>\n58.3<\/td>\n22.7<\/td>\n<\/tr>\n
First Quantum Minerals Ltd. (FM.TO)<\/td>\nCA$35.57<\/td>\nCA$24.6<\/td>\n26.3<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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

    \n
  • Southern Copper Corp.<\/strong>: \u8a72\u516c\u53f8\u5728\u58a8\u897f\u54e5\u548c\u79d8\u9b6f\u7d93\u71df\u9285\u7926\u548c\u51b6\u91d1\u8a2d\u65bd\uff0c\u4e26\u5728\u963f\u6839\u5ef7\u3001\u667a\u5229\u548c\u5384\u74dc\u591a\u723e\u958b\u5c55\u52d8\u63a2\u9805\u76ee\u3002\u53bb\u5e74\uff0c\u5357\u65b9\u9285\u696d\u516c\u53f8\u7684\u80a1\u50f9\u4e0a\u6f32\u4e8664%\u4ee5\u4e0a\uff0c\u56e0\u70ba\u8a72\u516c\u53f8\u662f\u6700\u8fd1\u4e00\u500b\u5b63\u5ea6\u50c5\u6709\u7684\u5169\u5bb6\u6536\u5165\u6709\u6240\u589e\u9577\u7684\u5927\u578b\u9285\u696d\u516c\u53f8\u4e4b\u4e00\u3002<\/li>\n
  • Freeport-McMoRan Inc.<\/strong>: \u9019\u662f\u4e00\u5bb6\u570b\u969b\u7926\u696d\u516c\u53f8\uff0c\u7d93\u71df\u9285\u3001\u91d1\u548c\u926c\u8cc7\u7522\u3002\u8a72\u516c\u53f8\u7684\u4e3b\u8981\u91c7\u7926\u696d\u52d9\u4f4d\u65bc\u7f8e\u6d32\u548c\u5370\u5ea6\u5c3c\u897f\u4e9e\u3002\u53bb\u5e74\uff0cFreeport\u80a1\u50f9\u4e0a\u6f32\u4e8644%\uff0c\u662f\u9285\u7926\u884c\u696d\u4e2d\u80a1\u50f9\u589e\u9577\u901f\u5ea6\u6700\u6162\u7684\u516c\u53f8\u3002<\/li>\n
  • First Quantum Minerals Ltd.<\/strong>: \u4e00\u5bb6\u52a0\u62ff\u5927\u7926\u696d\u516c\u53f8\uff0c\u4e3b\u8981\u52d8\u63a2\u548c\u751f\u7522\u7cbe\u7926\u9285\u548c\u5176\u4ed6\u5f62\u5f0f\u7684\u9285\u4ee5\u53ca\u9ec3\u91d1\u3002\u8ca1\u5831\u986f\u793a\uff0c\u8a72\u516c\u53f8\u6700\u8fd1\u4e00\u500b\u5b63\u5ea6\u7684\u6536\u5165\u540c\u6bd4\u4e0b\u964d\u4e86\u8fd1\u4e09\u5206\u4e4b\u4e00\u3002First Quantum\u7684\u80a1\u7968\u4e5f\u5728\u7f8e\u570b\u5834\u5916\u5e02\u5834\u4ea4\u6613\uff0c\u80a1\u7968\u4ee3\u78bc\u70ba FQVLF\u3002<\/li>\n<\/ul>\n

    \u589e\u9577\u6700\u5feb\u7684\u9285\u7926\u80a1<\/b><\/strong><\/h2>\n

    \u4ee5\u4e0b\u662f\u6839\u64da\u4e00\u500b\u589e\u9577\u6a21\u578b\u9078\u51fa\u7684\u9802\u7d1a\u9285\u7926\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\u9285\u7926\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
    Capstone Copper Corp. (CS.TO)<\/td>\nCA$6.44<\/td>\nCA$4.5<\/td>\nN\/A (\u898b\u516c\u53f8\u4ecb\u7d39)<\/td>\n33.7%<\/td>\n<\/tr>\n
    Southern Copper Corp. (SCCO)<\/td>\n76.76<\/td>\n59.3<\/td>\n2.9%<\/td>\n1.1%<\/td>\n<\/tr>\n
    Taseko Mines Ltd. (TKO.TO)<\/td>\nCA$1.95<\/td>\nCA$0.6<\/td>\n0.0%<\/td>\n-2.4%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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

      \n
    • Capstone Copper<\/strong>:\u4e00\u5bb6\u52a0\u62ff\u5927\u9285\u7926\u516c\u53f8\uff0c\u4e3b\u8981\u5728\u7f8e\u570b\u3001\u58a8\u897f\u54e5\u548c\u667a\u5229\u904b\u71df\u3002\u8a72\u516c\u53f8\u65bc2022\u5e743\u6708\u8207\u4f4d\u65bc\u767e\u6155\u5927\u7684Mantos Copper Ltd.\u5408\u4e26\uff0c\u5c07Mantos\u7684Mantoverde\u548cMantos Blancos\u9285\u7926\u7d0d\u5165Capstone\u7684\u8cc7\u7522\u7d44\u5408\u4e2d\u3002\u8a72\u516c\u53f8\u6700\u8fd1\u4e00\u500b\u5b63\u5ea6\u7684\u6536\u5165\u589e\u9577\u5f37\u52c1\uff0c\u7136\u800c\uff0c\u7531\u65bc\u901a\u8139\u58d3\u529b\u548c\u5eab\u5b58\u589e\u52a0\u7b49\u56e0\u7d20\uff0c\u8a72\u516c\u53f8\u7b2c\u4e00\u5b63\u5ea6\u51fa\u73fe\u4e86\u6de8\u8667\u640d\u3002Capstone\u5728\u4e0a\u8868\u4e2d\u6c92\u6709\u5831\u544aEPS\u589e\u9577\u6578\u5b57\uff0c\u56e0\u70ba\u5728\u6b64\u671f\u9593EPS\u7531\u76c8\u8f49\u8667\u3002<\/li>\n
    • Southern Copper<\/strong>:\u898b\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7d39\u3002<\/li>\n
    • Taseko Mines Ltd.<\/strong>:\u4e00\u5bb6\u52a0\u62ff\u5927\u9285\u7926\u516c\u53f8\uff0c\u7d93\u71df\u8457\u52a0\u62ff\u5927\u6700\u5927\u7684\u9732\u5929\u9285\u7926Gibraltar\u7926\u3002\u7531\u65bc\u8a72\u516c\u53f8\u5728Gibraltar\u7926\u5340\u7684\u6b0a\u76ca\u589e\u52a0\u4e865 \u500b\u767e\u5206\u9ede\uff0c\u9054\u5230 87.5%\uff0c\u56e0\u6b64\u6700\u8fd1\u4e00\u500b\u5b63\u5ea6\u7684\u6536\u5165\u7565\u6709\u4e0b\u964d\uff0c\u6bcf\u80a1\u6536\u76ca\u57fa\u672c\u6301\u5e73\u3002Taseko\u80a1\u7968\u9084\u5728\u7f8e\u570b\u5834\u5916\u4ea4\u6613\u5e02\u5834\u4ea4\u6613\uff0c\u80a1\u7968\u4ee3\u78bc\u70baTGB\u3002<\/li>\n<\/ul>\n

      \u6700\u5177\u4e0a\u6f32\u52e2\u982d\u7684\u9285\u7926\u80a1<\/b><\/strong><\/h2>\n

      \u4ee5\u4e0b\u662f\u5728\u904e\u53bb12\u500b\u6708\u4e2d\u7e3d\u56de\u5831\u7387\u6700\u9ad8\u7684\u9285\u7926\u80a1\u7968\u3002<\/p>\n\n\n\n\n\n\n\n\n\n
      \u6700\u5177\u4e0a\u6f32\u52e2\u982d\u7684\u9285\u7926\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
      Capstone Copper Corp. (CS.TO)<\/td>\nCA$6.44<\/td>\nCA$4.5<\/td>\n152.5<\/td>\n<\/tr>\n
      Ero Copper Corp. (ERO)<\/td>\n21.76<\/td>\n2.0<\/td>\n143.4<\/td>\n<\/tr>\n
      Ivanhoe Electric Inc. (IE)<\/td>\n15.57<\/td>\n1.6<\/td>\n96.8<\/td>\n<\/tr>\n
      Russell 1000 Index<\/td>\nN\/A<\/td>\nN\/A<\/td>\n14.2<\/td>\n<\/tr>\n
      Global X Copper Miners ETF (COPX)<\/td>\nN\/A<\/td>\nN\/A<\/td>\n37.8<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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

        \n
      • Capstone Copper<\/strong>: \u898b\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7d39\u3002<\/li>\n
      • Ero Copper<\/strong>:\u4e00\u5bb6\u52a0\u62ff\u5927\u516c\u53f8\uff0c\u4e3b\u8981\u5728\u5df4\u897f\u7684\u7926\u5340\u751f\u7522\u9285\u3001\u91d1\u548c\u9280\u3002\u8a72\u516c\u53f8\u6b63\u5728\u64f4\u5927\u9285\u91d1\u696d\u52d9\u898f\u6a21\uff0c\u4e26\u8a08\u5283\u5c07\u9285\u7522\u91cf\u7ffb\u4e00\u756a\u3002<\/li>\n
      • Ivanhoe Electric<\/strong>:\u9019\u662f\u4e00\u5bb6\u7926\u7522\u52d8\u63a2\u516c\u53f8\uff0c\u5c08\u6ce8\u65bc\u96fb\u529b\u91d1\u5c6c\u9805\u76ee\uff0c\u9084\u63d0\u4f9b\u53ef\u518d\u751f\u80fd\u6e90\u5b58\u5132\u89e3\u6c7a\u65b9\u6848\u3002<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

        \u7b2c\u4e09\u5b63\u5ea6\u7684\u71b1\u9580\u9285\u7926\u80a1\u5305\u62ecCapstone Copper Corp.\u3001Ero Copper Corp.\u548cIvan […]<\/p>\n","protected":false},"author":31,"featured_media":444507,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522],"tags":[2159,1404,2001,784],"class_list":["post-470091","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","tag-2159","tag-1404","tag--zh-hant","tag-784","sectors-base-metals-tch","sectors-mining-zh-hant","locations-canada-zh-hant","locations--zh-hant","exchange-nyse-zh-hant","exchange-tsx-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/470091","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=470091"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/470091\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/444507"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=470091"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=470091"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=470091"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}