{"id":488978,"date":"2024-02-26T23:54:49","date_gmt":"2024-02-27T07:54:49","guid":{"rendered":"https:\/\/nai500.com\/blog\/2024\/02\/%e9%80%86%e5%90%91%e6%8a%95%e8%b5%84%ef%bc%9a2024%e5%b9%b4%e7%b2%be%e9%80%896%e5%8f%aa%e7%be%8e%e8%82%a1%e7%bb%bf%e8%89%b2%e8%82%a1%e7%a5%a8\/"},"modified":"2024-02-26T23:55:13","modified_gmt":"2024-02-27T07:55:13","slug":"%e9%80%86%e5%90%91%e6%8a%95%e8%b3%87%ef%bc%9a2024%e5%b9%b4%e7%b2%be%e9%81%b86%e5%8f%aa%e7%be%8e%e8%82%a1%e7%b6%a0%e8%89%b2%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2024\/02\/%e9%80%86%e5%90%91%e6%8a%95%e8%b3%87%ef%bc%9a2024%e5%b9%b4%e7%b2%be%e9%81%b86%e5%8f%aa%e7%be%8e%e8%82%a1%e7%b6%a0%e8%89%b2%e8%82%a1%e7%a5%a8\/","title":{"rendered":"\u9006\u5411\u6295\u8cc7\uff1a2024\u5e74\u7cbe\u90786\u53ea\u7f8e\u80a1\u7da0\u8272\u80a1\u7968"},"content":{"rendered":"

\u904e\u53bb\u4e00\u5e74\uff0c\u53d7\u9ad8\u901a\u8139\u548c\u9ad8\u5229\u7387\u7684\u4e0d\u5229\u5f71\u97ff\uff0c\u74b0\u4fdd\u4e3b\u984c\u7684\u6295\u8cc7\u8208\u8da3\u4e0b\u964d\uff0c\u62d6\u7d2f\u53ef\u518d\u751f\u80fd\u6e90\u516c\u53f8\u7684\u80a1\u50f9\u4e0b\u8dcc\uff0c\u4f46\u5c0d\u65bc\u7da0\u8272\u6982\u5ff5\u7684\u9577\u671f\u6295\u8cc7\u8005\u4f86\u8aaa\uff0c\u9019\u53cd\u800c\u63d0\u4f9b\u4e86\u4e00\u500b\u7d55\u4f73\u7684\u9006\u5411\u6295\u8cc7\u6a5f\u6703\u3002Vert Asset Management\u7684\u9996\u5e2d\u57f7\u884c\u5b98Sam Adams\u8868\u793a\uff0c\u7da0\u8272\u80a1\u7968\u7684\u4f30\u503c\u56de\u5230\u4e86\u66f4\u52a0\u5408\u7406\u7684\u6c34\u5e73\uff0c\u9019\u662f\u4e00\u500b\u6975\u597d\u7684\u8cb7\u5165\u6a5f\u6703\u3002<\/p>\n

\u5982\u679c\u4f60\u6709\u610f\u9006\u5411\u6295\u8cc7\u7da0\u8272\u4e3b\u984c\uff0c\u4e0b\u9762\u90196\u53ea\u7f8e\u80a1\u7da0\u8272\u80a1\u7968\u503c\u5f97\u95dc\u6ce8\uff1a<\/p>\n\n\n\n\n\n\n\n\n\n
\u80a1\u7968<\/td>\n\u4eca\u5e74\u8fc4\u4eca\uff08\u622a\u81f32\u670822\u65e5\uff09\u7684\u80a1\u50f9\u8868\u73fe<\/td>\n<\/tr>\n
Vornado Realty Trust (ticker:\u00a0VNO)<\/td>\n-9.6%<\/td>\n<\/tr>\n
NextEra Energy Inc. (NEE)<\/td>\n-6.7%<\/td>\n<\/tr>\n
Hannon Armstrong Sustainable Infrastructure Capital Inc. (HASI)<\/td>\n-8.2%<\/td>\n<\/tr>\n
Brookfield Renewable Corp. (BEPC)<\/td>\n-13.7%<\/td>\n<\/tr>\n
First Solar Inc. (FSLR)<\/td>\n-16%<\/td>\n<\/tr>\n
Sunrun Inc. (RUN)<\/td>\n-34.9%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u7f8e\u80a1\u7da0\u8272\u80a1\u79681\uff1aVornado Realty Trust<\/h2>\n

\u623f\u5730\u7522\u6295\u8cc7\u4fe1\u8a17\uff08REIT\uff09Vornado Realty Trust\uff08NYSE:VNO\uff09<\/a>\u64c1\u6709\u3001\u7d93\u71df\u4e26\u958b\u767c\u4e3b\u8981\u4f4d\u65bc\u7d10\u7d04\u5e02\u7684\u8fa6\u516c\u548c\u96f6\u552e\u5730\u7522\uff08\u6b64\u5916\u9084\u6709\u829d\u52a0\u54e5\u548c\u820a\u91d1\u5c71\u7684\u5730\u7522\uff09\uff0c\u4e26\u4e14\u8a72\u516c\u53f8\u7684\u6295\u8cc7\u7d44\u5408\u4e00\u76f4\u57f7\u884c\u7da0\u8272\u6e05\u6f54\u548c\u80fd\u6548\u653f\u7b56\u3002\u9ad8\u5229\u7387\u5c0dREITs\uff0c\u5c24\u5176\u662f\u8fa6\u516c\u985e\u7684REITs\u975e\u5e38\u4e0d\u5229\uff0c\u56e0\u6b64Vornado\u7684\u80a1\u50f9\u88ab\u8d85\u8ce3\u3002\u4e0d\u904e\uff0c\u5e02\u5834\u5c0d\u65bc\u6709\u7d10\u7d04\u5e02\u4e2d\u5fc3\u8fa6\u516c\u6a13\uff0c\u5c24\u5176\u662f\u6709\u7da0\u8272\u8cc7\u8cea\u7684\u8fa6\u516c\u6a13\u7684\u9700\u6c42\u4f9d\u7136\u662f\u5b58\u5728\u7684\uff0c\u9019\u4e5f\u662f\u9019\u53eaREIT\u80a1\u50f9\u53cd\u5f48\u7684\u539f\u56e0\u6240\u5728\u3002<\/p>\n

\u7f8e\u80a1\u7da0\u8272\u80a1\u79682\uff1aNextEra Energy<\/h2>\n

\u53ef\u518d\u751f\u80fd\u6e90\u516c\u53f8NextEra Energy, Inc.\uff08NYSE:NEE\uff09\u662f\u592a\u967d\u80fd\u548c\u98a8\u80fd\u767c\u96fb\u9818\u57df\u7684\u9f8d\u982d\u516c\u53f8\uff0c\u540c\u6642\u8a72\u516c\u53f8\u7684\u898f\u7ba1\u516c\u7528\u4e8b\u696d\u696d\u52d9\u4e3b\u8981\u6d89\u53ca\u4f5b\u7f85\u88e1\u9054\u5dde\u7684\u96fb\u529b\u751f\u7522\u3001\u50b3\u8f38\u548c\u5206\u92b7\u3002\u6b64\u5916\uff0c\u8a72\u516c\u53f8\u9084\u6d89\u8db3\u7da0\u8272\u6c2b\u3001\u96fb\u6c60\u5b58\u5132\u548c\u6838\u96fb\u7ad9\u3002\u9996\u5e2d\u57f7\u884c\u5b98John Ketchum\u672c\u6708\u767c\u4f48\u56db\u5b63\u5ea6\u548c\u5168\u5e74\u8ca1\u5831\u671f\u9593\u8868\u793a\uff0cNextEra Energy Resources\u65b0\u589e\u5c07\u8fd19000\u5146\u74e6\u7684\u53ef\u518d\u751f\u80fd\u6e90\u548c\u5b58\u5132\u91cf\uff0c\u5275\u516c\u53f8\u7684\u6b77\u53f2\u4e4b\u6700\u3002<\/p>\n

\u7f8e\u80a1\u7da0\u8272\u80a1\u79683\uff1aHannon Armstrong Sustainable Infrastructure Capital<\/h2>\n

Hannon Armstrong Sustainable Infrastructure Capital Inc\uff08NYSE:HASI\uff09\u662f\u7b2c\u4e00\u5bb6\u5c08\u9580\u805a\u7126\u65bc\u6c23\u5019\u89e3\u6c7a\u65b9\u6848\u6295\u8cc7\u7684\u7f8e\u570b\u4e0a\u5e02\u516c\u53f8\uff0c\u81f4\u529b\u65bc\u70ba\u6d89\u8db3\u80fd\u6548\u3001\u53ef\u518d\u751f\u80fd\u6e90\u4ee5\u53ca\u5176\u4ed6\u53ef\u6301\u7e8c\u57fa\u790e\u8a2d\u65bd\u5e02\u5834\u7684\u516c\u53f8\u63d0\u4f9b\u8cc7\u91d1\uff0c\u672a\u4f86\u5c07\u53d7\u76ca\u65bc\u300a\u901a\u8139\u524a\u6e1b\u6cd5\u6848\u300b\u7684\u6e05\u6f54\u80fd\u6e90\u523a\u6fc0\u653f\u7b56\u3002\u8a72REIT\u7684\u6295\u8cc7\u7d44\u5408\u5305\u62ec\u9023\u63a5\u96fb\u7db2\u7684\u98a8\u529b\u3001\u592a\u967d\u80fd\u548c\u5132\u80fd\u9805\u76ee\u3001\u8eca\u968a\u53bb\u78b3\u548c\u751f\u614b\u6062\u5fa9\u3002Hannon\u9810\u8a082024-2026\u5e74\u671f\u9593\uff0c\u516c\u53f8\u7684\u53ef\u4f9b\u5206\u914d\u6bcf\u80a1\u6536\u76ca\u5c07\u4ee58%-10%\u7684\u8907\u5408\u5e74\u589e\u901f\u589e\u9577\u3002<\/p>\n

\u7f8e\u80a1\u7da0\u8272\u80a1\u79684\uff1aBrookfield Renewable<\/h2>\n

\u8ddfHASI\u985e\u4f3c\uff0cBrookfield Renewable Corporation\uff08NYSE:BEPC\uff09\u4e5f\u662f\u4e00\u5bb6\u591a\u5143\u5316\u7684\u53ef\u518d\u751f\u80fd\u6e90\u958b\u767c\u5546\uff0c\u6d89\u8db3\u6c34\u96fb\u3001\u98a8\u529b\u3001\u592a\u967d\u80fd\u3001\u5206\u5e03\u5f0f\u80fd\u6e90\u4ee5\u53ca\u53ef\u6301\u7e8c\u89e3\u6c7a\u65b9\u6848\u30022023\u5e74\uff0c\u516c\u53f8\u65b0\u589e\u6e05\u6f54\u767c\u96fb\u80fd\u529b\u8fd15000\u5146\u74e6\uff0c\u589e\u901f\u5275\u7d00\u9304\uff0c\u540c\u6642\u7f8e\u570b\u7684\u5728\u958b\u767c\u9805\u76ee\u5c07\u53d7\u76ca\u65bc\u300a\u901a\u8139\u524a\u6e1b\u6cd5\u6848\u300b\u7684\u6e05\u6f54\u80fd\u6e90\u689d\u6b3e\u3002\u516c\u53f8\u9996\u5e2d\u57f7\u884c\u5b98Connor Teskey\u672c\u6708\u767c\u4f48\u8ca1\u5831\u6642\u8868\u793a\uff0c\u5728\u5229\u7387\u4e0a\u5347\u4ee5\u53ca\u4f9b\u61c9\u93c8\u6311\u6230\u4e4b\u4e0b\uff0c\u516c\u53f8\u5e7e\u4e4e\u5404\u9805\u6307\u6a19\u90fd\u5275\u51fa\u4e86\u7d00\u9304\u3002<\/p>\n

\u7f8e\u80a1\u7da0\u8272\u80a1\u79685\uff1aFirst Solar<\/h2>\n

\u904e\u53bb1\u5e74\uff0c\u7f8e\u570b\u592a\u967d\u80fd\u96fb\u6c60\u677f\u548c\u516c\u7528\u4e8b\u696d\u7d1a\u958b\u767c\u7cfb\u7d71\u7684\u8a2d\u8a08\u5546\u548c\u88fd\u9020\u5546First Solar Inc\uff08NASDAQ:FSLR\uff09\u7684\u80a1\u50f9\u4e0b\u8dcc\u7d0411%\uff0c\u4f46\u904e\u53bb5\u5e74\u4f9d\u7136\u4e0a\u6f32\u7d04170%\u3002\u592a\u967d\u80fd\u884c\u696d\u5354\u6703\uff08SEIA\uff09\u548c\u4f0d\u5fb7\u9ea5\u80af\u833212\u6708\u8868\u793a\uff0c\u5149\u5728\u53bb\u5e74\uff0c\u7f8e\u570b\u592a\u967d\u80fd\u884c\u696d\u7684\u65b0\u589e\u767c\u96fb\u80fd\u529b\u5c31\u9054\u5230\u4e86\u5275\u7d00\u9304\u768433\u5409\u74e6\u3002\u96d6\u7136\u7d93\u6fdf\u74b0\u5883\u6b20\u4f73\uff0c\u4f46\u592a\u967d\u80fd\u4f9d\u7136\u662f\u7f8e\u570b\u589e\u9577\u6700\u5feb\u7684\u80fd\u6e90\u4f86\u6e90\uff0c\u4e26\u4e14\u9810\u8a08\u9019\u4e00\u8da8\u52e2\u5c07\u5ef6\u7e8c\u5230\u672a\u4f86\u591a\u5e74\u3002<\/p>\n

\u7f8e\u80a1\u7da0\u8272\u80a1\u79686\uff1aSunrun<\/h2>\n

\u592a\u967d\u80fd\u96fb\u6c60\u677f\u4ee5\u53ca\u96fb\u6c60\u63d0\u4f9b\u5546Sunrun Inc\uff08NASDAQ:RUN\uff09\u7684\u80a1\u50f9\u904e\u53bb1\u5e74\u4e0b\u8dcc\u7d0447%\uff0c\u904e\u53bb5\u5e74\u4e0b\u8dcc\u7d0419%\u3002\u6700\u8fd1\uff0cJeffries\u7684\u4e00\u540d\u5206\u6790\u5e2b\u7d66\u4e88\u8a72\u80a1\u201c\u8cb7\u5165\u201d\u4ee5\u53ca25\u7f8e\u5143\u7684\u76ee\u6a19\u50f9\u3002\u904e\u53bb3\u500b\u6708\uff0c16\u4f4d\u5206\u6790\u5e2b\u7d66\u4e88\u8a72\u80a112\u500b\u6708\u7684\u5e73\u5747\u76ee\u6a19\u50f9\u70ba21.13\uff0c\u9060\u9ad8\u65bc2\u670822\u65e512.78\u7f8e\u5143\u7684\u6536\u76e4\u50f9\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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