{"id":476645,"date":"2023-11-01T23:10:05","date_gmt":"2023-11-02T06:10:05","guid":{"rendered":"https:\/\/nai500.com\/?p=476645"},"modified":"2023-11-01T23:10:05","modified_gmt":"2023-11-02T06:10:05","slug":"2023%e5%b9%b4-%e7%ac%ac%e5%9b%9b-%e5%ad%a3%e5%ba%a6-%e9%8a%85%e7%a4%a6-%e8%82%a1%e7%a5%a8-%e5%90%8d%e5%96%ae","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2023\/11\/2023%e5%b9%b4-%e7%ac%ac%e5%9b%9b-%e5%ad%a3%e5%ba%a6-%e9%8a%85%e7%a4%a6-%e8%82%a1%e7%a5%a8-%e5%90%8d%e5%96%ae\/","title":{"rendered":"\u9078\u80a1\u6c60\uff1a2023\u5e74\u7b2c\u56db\u5b63\u5ea6\u9802\u7d1a\u7684\u9285\u7926\u80a1\u7968\u540d\u55ae"},"content":{"rendered":"

\u9285\u662f\u5efa\u7bc9\u548c\u96fb\u5b50\u7b49\u5404\u884c\u5404\u696d\u7684\u91cd\u8981\u7d44\u6210\u90e8\u5206\uff0c\u64c1\u6709\u9577\u671f\u7a69\u5b9a\u7684\u9700\u6c42\u3002\u6b64\u5916\uff0c\u7531\u65bc\u9285\u5728\u6240\u6709\u975e\u8cb4\u91d1\u5c6c\u4e2d\u5177\u6709\u6700\u9ad8\u7684\u5c0e\u96fb\u6027\uff0c\u4f7f\u5176\u6210\u70ba\u53ef\u518d\u751f\u57fa\u790e\u8a2d\u65bd\u7684\u7406\u60f3\u6750\u6599\uff0c\u56e0\u6b64\u9285\u4e5f\u662f\u53d7\u76ca\u65bc\u5411\u6e05\u6f54\u80fd\u6e90\u904e\u6e21\u7684\u95dc\u9375\u91d1\u5c6c\u4e4b\u4e00\u3002\u9664\u6b64\u4e4b\u5916\uff0c\u9285\u9084\u80fd\u70ba\u6295\u8cc7\u8005\u63d0\u4f9b\u901a\u8139\u5c0d\u6c96\u3002<\/p>\n

\u53d7\u76ca\u65bc\u5927\u6d41\u884c\u75c5\u5f8c\u7684\u7d93\u6fdf\u8907\u8607\u548c\u653f\u5e9c\u5927\u91cf\u7684\u57fa\u790e\u8a2d\u65bd\u652f\u51fa\uff0c\u4ee3\u8868\u9285\u7926\u80a1\u7968\u7684Global X Copper Miners ETF (COPX<\/u><\/a>)\u5728\u904e\u53bb12\u500b\u6708\u5275\u9020\u4e8625.2%\u7684\u53ef\u89c0\u56de\u5831\u3002\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u7f85\u7d201000\u6307\u6578\u540c\u6642\u671f\u7684\u6f32\u5e45\u70ba16.6%\u3002\u4e0b\u9762\u662f\u622a\u6b622023\u5e7410\u670820\u65e5\uff0c\u7f8e\u80a1\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\u53ef\u4ee5\u5728\u7b2c\u56db\u5b63\u5ea6\u91cd\u9ede\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
Lundin Mining Corp. (LUNMF<\/a>)<\/td>\n6.8<\/td>\n5.3<\/td>\n15.2<\/td>\n<\/tr>\n
Ero Copper Corp. (ERO<\/a>)<\/td>\n14.9<\/td>\n1.4<\/td>\n17.3<\/td>\n<\/tr>\n
Southern Copper Corp. (SCCO<\/a>)<\/td>\n73.8<\/td>\n57.1<\/td>\n20.5<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u4f86\u6e90\uff1aYCharts<\/u><\/p>\n

    \n
  • Lundin Mining Corp.:\u00a0<\/strong>\u8a72\u516c\u53f8\u5728\u5df4\u897f\u3001\u667a\u5229\u3001\u8461\u8404\u7259\u3001\u745e\u5178\u548c\u7f8e\u570b\u5f9e\u4e8b\u9285\u548c\u5176\u4ed6\u7926\u7522\u7684\u52d8\u63a2\u3001\u958b\u767c\u548c\u958b\u91c7\u3002\u4eca\u5e7410\u6708\u521d\uff0c\u8a72\u516c\u53f8\u9996\u5e2d\u57f7\u884c\u5b98Peter Rockandel\u5ba3\u5e03\uff0c\u8a08\u5283\u65bc2023\u5e7412\u670831\u65e5\u5378\u4efb\u3002\u8a72\u516c\u53f8\u73fe\u4efb\u7e3d\u88c1\u517c\u524d\u8463\u4e8bJack Lundin\u5c07\u65bc\u660e\u5e74\u521d\u63a5\u66ffRockandel\u3002<\/li>\n
  • Ero Copper Corp.:\u00a0<\/strong>\u8a72\u516c\u53f8\u5c08\u6ce8\u65bc\u751f\u7522\u548c\u92b7\u552e\u4f4d\u65bc\u5df4\u897f\u5317\u90e8Curaca\u5c71\u7a40\u7684Cara\u00edba\u9285\u7cbe\u7926\u3002\u8a72\u516c\u53f8\u9084\u6301\u6709Tucuma\u9805\u76ee\u7684\u591a\u6578\u80a1\u6b0a\uff0c\u9019\u4e5f\u662f\u4f4d\u65bc\u5df4\u897f\u5317\u90e8\u7684\u9285\u7926\u958b\u767c\u696d\u52d9\u3002\u8a72\u516c\u53f8\u6700\u8fd1\u5ba3\u5e03\u8a72\u9805\u76ee\u5df2\u63a5\u8fd1\u5b8c\u5de5\uff0c\u6709\u671b\u57282024\u5e74\u4e0b\u534a\u5e74\u6295\u7522\u3002<\/li>\n
  • Southern Copper Corp.:\u00a0<\/strong>\u5357\u65b9\u9285\u696d\u516c\u53f8\u5728\u79d8\u9b6f\u3001\u58a8\u897f\u54e5\u3001\u963f\u6839\u5ef7\u3001\u5384\u74dc\u591a\u723e\u548c\u667a\u5229\u5f9e\u4e8b\u9285\u548c\u5176\u4ed6\u7926\u7269\u7684\u958b\u91c7\u3001\u52d8\u63a2\u3001\u51b6\u7149\u548c\u7cbe\u7149\u696d\u52d9\u3002\u4eca\u5e747\u6708\uff0c\u9019\u5bb6\u7926\u696d\u5de8\u982d\u7a31\u5176\u9285\u7926\u6536\u5165\u589e\u9577\u4e8611%\uff0c\u4f7f\u6de8\u92b7\u552e\u984d\u7565\u9ad8\u65bc2022\u5e74\u7684\u6c34\u5e73\u3002\u6700\u8fd1\uff0c\u8a72\u516c\u53f8\u5ba3\u5e03\u6bcf\u80a1\u5b63\u5ea6\u5206\u7d051.00\u7f8e\u5143\uff0c\u4f7f\u80a1\u606f\u6536\u76ca\u7387\u9054\u52305.7%\uff0c\u9817\u5177\u5438\u5f15\u529b\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\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\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
    Ero Copper Corp.<\/td>\n14.9<\/td>\n\u00a01.4<\/td>\n23.0<\/td>\n-8.7<\/td>\n<\/tr>\n
    Southern Copper Corp.<\/td>\n73.8<\/td>\n57.1<\/td>\n26.8<\/td>\n-0.3<\/td>\n<\/tr>\n
    Ivanhoe Electric Inc. (IE)<\/td>\n11.6<\/td>\n1.4<\/td>\nN\/A<\/td>\n473.8<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    \u4f86\u6e90\uff1aYCharts<\/u><\/p>\n

      \n
    • Ero Copper Corp.:\u00a0<\/strong>\u898b\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7d39\u3002<\/li>\n
    • Southern Copper Corp.:<\/strong>\u898b\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7d39\u3002<\/li>\n
    • Ivanhoe Electric Inc.:\u00a0<\/strong>\u8a72\u516c\u53f8\u52d8\u63a2\u548c\u958b\u767c\u5305\u62ec\u9285\u5728\u5167\u7684\u91d1\u5c6c\u548c\u7926\u7522\u3002\u4eca\u5e749\u6708\uff0c\u8a72\u516c\u53f8\u767c\u5e03\u4e86\u4e9e\u5229\u6851\u90a3\u5ddeSanta Cruz\u9285\u7926\u9805\u76ee\u7684\u521d\u6b65\u8a55\u4f30\u5831\u544a\u3002\u8a72\u516c\u53f8\u9810\u8a08\uff0c\u572820\u5e74\u7684\u958b\u91c7\u671f\u5167\uff0c\u8a72\u9285\u7926\u7684\u7522\u91cf\u5c07\u9054\u5230160\u842c\u5678\uff0c\u9285\u7684\u5e73\u5747\u7e3d\u54c1\u4f4d\u70ba1.58%\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\u8ffd\u9010\u4e0a\u6f32\u52e2\u982d\u7684\u6295\u8cc7\u8005\u8a8d\u70ba\uff0c\u652f\u6490\u7a4d\u6975\u50f9\u683c\u8868\u73fe\u7684\u56e0\u7d20\u5c07\u5728\u672a\u4f86\u7e7c\u7e8c\u63a8\u52d5\u5e02\u5834\u53d6\u5f97\u512a\u7570\u8868\u73fe\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. (CSCCF)<\/td>\n3.8<\/td>\n2.7<\/td>\n67.3<\/td>\n<\/tr>\n
      Southern Copper Corp.<\/td>\n73.8<\/td>\n57.1<\/td>\n62.4<\/td>\n<\/tr>\n
      Lundin Mining Corp.<\/td>\n6.8<\/td>\n5.3<\/td>\n42.6<\/td>\n<\/tr>\n
      Russell 1000 Index<\/td>\nN\/A<\/td>\nN\/A<\/td>\n16.6<\/td>\n<\/tr>\n
      Global X Copper Miners ETF<\/td>\nN\/A<\/td>\nN\/A<\/td>\n25.2<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      \u4f86\u6e90\uff1aYCharts<\/u><\/p>\n

        \n
      • Capstone Copper Corp.:\u00a0<\/strong>\u4e00\u5bb6\u52d8\u63a2\u9285\u3001\u9280\u3001\u92c5\u548c\u5176\u4ed6\u91d1\u5c6c\u7684\u516c\u53f8\uff0c\u5728\u7f8e\u570b\u3001\u667a\u5229\u548c\u58a8\u897f\u54e5\u64c1\u6709\u4e3b\u8981\u7684\u9285\u7926\u958b\u91c7\u696d\u52d9\u3002Capstone\u5728\u667a\u5229\u7684\u696d\u52d9\u6700\u8fd1\u7372\u5f97\u4e86\u201cCopper Mark\u201d\uff0c\u9019\u662f\u4e00\u500b\u884c\u696d\u734e\u9805\uff0c\u65e8\u5728\u8868\u5f70\u8a72\u516c\u53f8\u5728\u74b0\u5883\u3001\u793e\u6703\u548c\u6cbb\u7406\uff08ESG\uff09\u65b9\u9762\u7684\u9ad8\u6a19\u51c6\u3002\u7531\u65bc\u6295\u8cc7\u8005\u9810\u671fCapstone \u7684Mantoverde\u958b\u767c\u9805\u76ee\u5c07\u589e\u52a0\u7522\u91cf\uff0c\u8a72\u516c\u53f8\u80a1\u50f9\u5728\u4eca\u5e741\u6708\u4efd\u5927\u5e45\u4e0a\u6f32\uff0c\u4e26\u4e14\u7dad\u6301\u5230\u4e86\u7b2c\u56db\u5b63\u5ea6\u3002<\/li>\n
      • Southern Copper Corp.:<\/strong>\u898b\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7d39\u3002<\/li>\n
      • Lundin Mining Corp.:\u00a0<\/strong>\u898b\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7d39\u3002<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

        \u9285\u662f\u5efa\u7bc9\u548c\u96fb\u5b50\u7b49\u5404\u884c\u5404\u696d\u7684\u91cd\u8981\u7d44\u6210\u90e8\u5206\uff0c\u64c1\u6709\u9577\u671f\u7a69\u5b9a\u7684\u9700\u6c42\u3002\u6b64\u5916\uff0c\u7531\u65bc\u9285\u5728\u6240\u6709\u975e\u8cb4\u91d1\u5c6c\u4e2d\u5177\u6709\u6700\u9ad8\u7684\u5c0e\u96fb\u6027\uff0c\u4f7f\u5176 […]<\/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":[1404,1860,784],"class_list":["post-476645","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","tag-1404","tag--zh-hant","tag-784","sectors-base-metals-tch","sectors-mining-zh-hant","sectors--zh-hant","locations--zh-hant","locations-848","locations-us-zh-hant","exchange-nyse-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/476645","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=476645"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/476645\/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=476645"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=476645"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=476645"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}