{"id":545792,"date":"2024-07-14T23:39:20","date_gmt":"2024-07-15T06:39:20","guid":{"rendered":"https:\/\/nai500.com\/blog\/2024\/07\/%e4%b9%9d%e5%8f%aa%e6%b4%be%e6%81%af%e7%9a%84%e7%be%8e%e8%82%a1%e6%88%90%e9%95%bf%e8%82%a1%ef%bc%8c%e8%82%a1%e6%81%af%e7%8e%87%e4%b8%8d%e4%bd%8e%e4%ba%8e2-4\/"},"modified":"2024-07-14T23:40:01","modified_gmt":"2024-07-15T06:40:01","slug":"%e4%b9%9d%e9%9a%bb%e6%b4%be%e6%81%af%e7%9a%84%e7%be%8e%e8%82%a1%e6%88%90%e9%95%b7%e8%82%a1%ef%bc%8c%e8%82%a1%e6%81%af%e7%8e%87%e4%b8%8d%e4%bd%8e%e6%96%bc2-4","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2024\/07\/%e4%b9%9d%e9%9a%bb%e6%b4%be%e6%81%af%e7%9a%84%e7%be%8e%e8%82%a1%e6%88%90%e9%95%b7%e8%82%a1%ef%bc%8c%e8%82%a1%e6%81%af%e7%8e%87%e4%b8%8d%e4%bd%8e%e6%96%bc2-4\/","title":{"rendered":"\u4e5d\u96bb\u6d3e\u606f\u7684\u7f8e\u80a1\u6210\u9577\u80a1\uff0c\u80a1\u606f\u7387\u4e0d\u4f4e\u65bc2.4%"},"content":{"rendered":"

\u6295\u8cc7\u8005\u7684\u9700\u6c42\u8d8a\u4f86\u8d8a\u201c\u53fc\u201d\uff0c\u4e0d\u5c11\u4eba\u65e2\u8981\u7a69\u5b9a\u6536\u5165\uff0c\u53c8\u8981\u4f01\u696d\u6210\u9577\uff0c\u9019\u4e00\u9700\u6c42\u4f7f\u5f97\u4e00\u4e9b\u65e2\u80fd\u63d0\u4f9b\u8c50\u539a\u80a1\u606f\uff0c\u53c8\u64c1\u6709\u6210\u9577\u6f5b\u529b\u7684\u80a1\u7968\u812b\u7a4e\u800c\u51fa\u3002\u800c\u4e14\uff0c\u9019\u4e9b\u6d3e\u606f\u7684\u7f8e\u80a1\u6210\u9577\u80a1\u4e26\u4e0d\u662f\u985e\u4f3c\u5fae\u8edfMicrosoft\uff08NASDAQ:MSFT\uff09\u548c\u860b\u679cApple\uff08NASDAQ:AAPL\uff09\u9019\u6a23\u7684\u80a1\u606f\u7387\u4e0d\u52301%\u7684\u79d1\u6280\u5de8\u982d\uff0c\u4e5f\u4e0d\u662f\u54ea\u4e9b\u6c92\u6709\u589e\u9577\u52d5\u529b\u7684\u201c\u6c89\u7761\u7684\u201d\u85cd\u7c4c\u80a1\u3002<\/p>\n

\u672c\u6587\u5c07\u8981\u4ecb\u7d39\u4e86\u4e5d\u96bb\u7f8e\u80a1\u6210\u9577\u80a1\u4e0d\u50c5\u80a1\u606f\u7387\u4e0d\u4f4e\u65bc2.4%\uff0c\u76f8\u6bd4\u6a19\u666e500\u6307\u6578\u9ad8\u51fa\u5927\u7d04\u4e00\u500b\u767e\u5206\u9ede\uff0c\u800c\u4e14\u6709\u671b\u5728\u672a\u4f86\u5e7e\u5e74\u5be6\u73fe\u71df\u6536\u6216\u5229\u6f64\u7684\u986f\u8457\u589e\u9577\u3002<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n
\u80a1\u7968<\/strong><\/td>\n\u5e02\u503c<\/strong><\/td>\n\u80a1\u606f\u7387<\/strong>*<\/strong><\/td>\n<\/tr>\n
Archrock Inc. (AROC)<\/td>\n31\u5104\u7f8e\u5143<\/td>\n3.2%<\/td>\n<\/tr>\n
Arcos Dorados Holdings Inc. (ARCO)<\/td>\n20\u5104\u7f8e\u5143<\/td>\n2.5%<\/td>\n<\/tr>\n
Baker Hughes Co. (BKR)<\/td>\n334\u5104\u7f8e\u5143<\/td>\n2.5%<\/td>\n<\/tr>\n
Essential Properties Realty Trust Inc. (EPRT)<\/td>\n49\u5104\u7f8e\u5143<\/td>\n4.1%<\/td>\n<\/tr>\n
Extra Space Storage Inc. (EXR)<\/td>\n325\u5104\u7f8e\u5143<\/td>\n4.2%<\/td>\n<\/tr>\n
Hannon Armstrong Sustainable Infrastructure Capital Inc. (HASI)<\/td>\n33\u5104\u7f8e\u5143<\/td>\n5.6%<\/td>\n<\/tr>\n
Inter Parfums Inc. (IPAR)<\/td>\n37\u5104\u7f8e\u5143<\/td>\n2.4%<\/td>\n<\/tr>\n
Opera Ltd. (OPRA)<\/td>\n12\u5104\u7f8e\u5143<\/td>\n5.8%<\/td>\n<\/tr>\n
Trinity Industries Inc. (TRN)<\/td>\n24\u5104\u7f8e\u5143<\/td>\n3.8%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

*<\/em>\u622a\u81f3<\/em>7<\/em>\u6708<\/em>9<\/em>\u65e5\u6536\u76e4\u3002<\/em><\/p>\n

1. Archrock Inc.\uff08AROC\uff09<\/a><\/h2>\n

\u7e3d\u90e8\u4f4d\u65bc\u4f11\u65af\u9813\u7684Archrock\u662f\u4e00\u5bb6\u5c08\u6ce8\u65bc\u5929\u7136\u6c23\u58d3\u7e2e\u696d\u52d9\u7684\u80fd\u6e90\u670d\u52d9\u516c\u53f8\uff0c\u63d0\u4f9b\u8a2d\u8a08\u3001\u5b89\u88dd\u53ca\u8a2d\u5099\u7dad\u8b77\u670d\u52d9\u3002\u7a69\u5065\u7684\u696d\u52d9\u5e36\u4f86\u7684\u662f\u7a69\u5b9a\u7684\u5206\u7d05\uff0c\u4eca\u5e742\u6708\u525b\u525b\u4e0a\u8abf\u81f3\u6bcf\u80a116.5\u7f8e\u5206\u3002\u8207\u6b64\u540c\u6642\uff0c\u516c\u53f8\u9810\u8a082024\u8ca1\u5e74\u7684\u6bcf\u80a1\u6536\u76ca\u5c07\u5f9e\u4e0a\u8ca1\u5e74\u768467\u7f8e\u5206\u8e8d\u5347\u81f31.07\u7f8e\u5143\uff0c2025\u8ca1\u5e74\u9810\u8a08\u9054\u52301.26\u7f8e\u5143\u3002<\/p>\n

2. Arcos Dorados Holdings Inc.\uff08ARCO\uff09<\/h2>\n

Arcos Dorados\u610f\u70ba\u201c\u91d1\u8272\u62f1\u9580\u201d\uff0c\u8a72\u516c\u53f8\u5728\u70cf\u62c9\u572d\u8a3b\u518a\uff0c\u64c1\u6709\u5728\u62c9\u4e01\u7f8e\u6d3220\u500b\u570b\u5bb6\u7d93\u71df\u9ea5\u7576\u52de(McDonald’s)\u7279\u8a31\u7d93\u71df\u9910\u5ef3\u7684\u7368\u5bb6\u6b0a\u5229\u3002\u96a8\u8457\u62c9\u7f8e\u5730\u5340\u6d88\u8cbb\u8005\u968e\u5c64\u7684\u4e0d\u65b7\u58ef\u5927\u4ee5\u53caGDP\u7684\u5feb\u901f\u589e\u9577\uff0c\u516c\u53f8\u6709\u671b\u5be6\u73fe\u6536\u5165\u548c\u5229\u6f64\u7684\u7a69\u6b65\u589e\u9577\u3002<\/p>\n

3. \u8c9d\u514b\u4f11\u65afBaker Hughes\uff08NASDAQ:BKR\uff09<\/h2>\n

\u8c9d\u514b\u4f11\u65af\u662f\u8a72\u540d\u55ae\u4e2d\u5e02\u503c\u6700\u5927\u7684\u516c\u53f8\uff0c\u6d89\u8db3\u77f3\u6cb9\u548c\u5929\u7136\u6c23\u884c\u696d\u7684\u5404\u500b\u74b0\u7bc0\uff0c\u516c\u53f8\u5728\u80fd\u6e90\u670d\u52d9\u9818\u57df\u4f54\u6709\u91cd\u8981\u5730\u4f4d\u3002\u8a72\u516c\u53f8\u4eca\u5e74\u4ee5\u53ca\u4e0b\u4e00\u8ca1\u5e74\u7684\u71df\u6536\u589e\u901f\u9810\u8a08\u5c07\u9054\u52305%-10%\uff0c2024\u8ca1\u5e74\u7684\u6bcf\u80a1\u6536\u76ca\u9810\u8a08\u5c07\u5f9e\u4e0a\u5e74\u76841.60\u7f8e\u5143\u589e\u9577\u81f32.05\u7f8e\u5143\uff0c2025\u8ca1\u5e74\u9032\u4e00\u6b65\u589e\u9577\u81f32.53\u7f8e\u5143\u3002<\/p>\n

4. Essential Properties Realty Trust Inc.\uff08EPRT\uff09<\/h2>\n

Essential Properties\u662f\u4e00\u5bb6\u623f\u5730\u7522\u6295\u8cc7\u4fe1\u8a17\u516c\u53f8(REIT)\uff0c\u5c08\u6ce8\u4e8e\u7f8e\u570b\u7684\u55ae\u79df\u6236\u7269\u696d\uff08\u6578\u91cf\u8d85\u904e1900\u5957\uff09\u3002\u516c\u53f8\u64c1\u6709\u5c07\u8fd1400\u5bb6\u516c\u53f8\u5ba2\u6236\uff0c\u5305\u62ec\u6d17\u8eca\u5834\u3001\u6258\u5152\u6240\u548c\u91ab\u7642\/\u7259\u79d1\u7b49\u3002\u56e0\u70ba\u662fREIT\uff0c\u516c\u53f8\u5fc5\u9808\u5c0790%\u7684\u61c9\u7a05\u6536\u5165\u5206\u914d\u7d66\u80a1\u6771\uff0c\u56e0\u6b64\u80a1\u606f\u8c50\u539a\u3002\u6700\u5f8c\uff0c\u8a72\u516c\u53f82024\u548c2025\u8ca1\u5e74\u7684\u6536\u5165\u589e\u901f\u9810\u8a08\u5c07\u572820%\u5de6\u53f3\u3002<\/p>\n

5. Extra Space Storage Inc.\uff08EXR\uff09<\/h2>\n

Extra Space Storage\u662f\u7f8e\u570b\u6700\u5927\u7684\u81ea\u52a9\u5009\u5132\u904b\u71df\u5546\uff0c\u5c0d\u5916\u79df\u8cc3\u7d04260\u842c\u500b\u5009\u5eab\uff0c\u9762\u7a4d\u7d042.83\u5104\u5e73\u65b9\u82f1\u5c3a\u3002\u6191\u85c9\u898f\u6a21\u512a\u52e2\u4ee5\u53ca\u53ef\u9760\u7684\u6536\u5165\uff0c\u8a72\u516c\u53f8\u63d0\u4f9b\u53ef\u89c0\u7684\u80a1\u606f\u3002\u8207\u6b64\u540c\u6642\uff0c\u5f97\u76ca\u65bcLife Storage\u7684\u6536\u8cfc\uff0c\u8a72REIT 2024\u5e74\u7684\u6536\u5165\u9810\u8a08\u5c07\u589e\u957730%\u3002<\/p>\n

6. Hannon Armstrong Sustainable Infrastructure Capital Inc.\uff08HASI\uff09<\/h2>\n

Hannon Armstrong Sustainable Infrastructure Capital\u662f\u4e00\u5bb6\u64c1\u6709\u7f8e\u570b\u7bc0\u80fd\u3001\u53ef\u518d\u751f\u80fd\u6e90\u548c\u53ef\u6301\u7e8c\u9805\u76ee\u6b0a\u76ca\u4efd\u984d\u7684\u623f\u5730\u7522\u878d\u8cc7\u516c\u53f8\uff0c\u6c23\u5019\u8b8a\u5316\u548c\u7da0\u8272\u80fd\u6e90\u8f49\u578b\u70ba\u5176\u63d0\u4f9b\u4e86\u6210\u9577\u6027\u3002\u4eca\u5e741\u67081\u65e5\u8d77\uff0c\u8a72\u516c\u53f8\u985e\u578b\u5f9eREIT\u66f4\u63db\u70baC\u985e\u516c\u53f8\uff0c\u4f46\u6d3e\u606f\u4f9d\u7136\u8c50\u539a\uff0c4\u6708\u525b\u525b\u5c07\u5b63\u5ea6\u6d3e\u606f\u5f9e\u539f\u4f86\u7684\u6bcf\u80a139.5\u7f8e\u5206\u63d0\u534741.5\u7f8e\u5206\u3002<\/p>\n

7. Inter Parfums Inc.\uff08IPAR\uff09<\/h2>\n

Inter Parfums\u662f\u4e00\u5bb6\u751f\u7522\u548c\u92b7\u552e\u9999\u6c34\u53ca\u5316\u599d\u54c1\u7684\u516c\u53f8\uff0c\u65d7\u4e0b\u54c1\u724c\u5305\u62ecCoach\u3001Jimmy Choo\u3001Kate Spade\u3001Abercrombie & Fitch\u3001GUESS\u548cHollister\u7b49\u3002\u6700\u8fd1\uff0c\u5f97\u76ca\u65bc\u5f37\u52c1\u7684\u6d88\u8cbb\u74b0\u5883\uff0c\u516c\u53f82024\u5e74\u7684\u71df\u6536\u589e\u9577\u9810\u8a08\u9054\u523010%\uff0c2025\u5e74\u5c07\u63a5\u8fd19%\u3002\u6b64\u5916\uff0c3\u6708\u516c\u53f8\u9084\u5c07\u80a1\u606f\u5f9e\u53bb\u5e74\u768462.5\u7f8e\u5206\u63d0\u5347\u81f375\u7f8e\u5206\u3002<\/p>\n

8. Opera Ltd.\uff08OPRA\uff09<\/h2>\n

\u7e3d\u90e8\u4f4d\u65bc\u632a\u5a01\u7684Opera\u516c\u53f8\u63d0\u4f9b\u79fb\u52d5\u548cPC\u7db2\u9801\u700f\u89bd\u670d\u52d9\uff0cAI\u9a45\u52d5\u7684\u500b\u6027\u5316\u65b0\u805e\u767c\u73fe\u548c\u805a\u5408\u670d\u52d9\uff0c\u8996\u983b\u5e73\u81fa\u4ee5\u53ca\u96fb\u5546\u670d\u52d9\u7b49\u3002\u96d6\u7136\u82f1\u8a9e\u5e02\u5834\u4efd\u984d\u8f03\u5c0f\uff0c\u4f46\u8a72\u516c\u53f8\u5728\u5317\u6b50\u5730\u5340\u626e\u6f14\u91cd\u8981\u7684\u89d2\u8272\u3002\u5206\u6790\u5e2b\u9810\u8a082024\u548c2025\u8ca1\u5e74\u7684\u71df\u6536\u5c07\u589e\u9577\u7d0415%\u3002\u516c\u53f8\u4e00\u5e74\u6d3e\u606f\u5169\u6b21\uff0c\u7e3d\u8a08\u6bcf\u80a141\u7f8e\u5206\uff0c\u5e74\u80a1\u606f\u7387\u9ad8\u90546%\u3002<\/p>\n

9. Trinity Industries Inc.\uff08TRN\uff09<\/h2>\n

Trinity\u662f\u4e00\u5bb6\u5c08\u6ce8\u4e8e\u8ecc\u9053\u8eca\u79df\u8cc3\u548c\u88fd\u9020\u7684\u516c\u53f8\u3002\u516c\u53f8\u6210\u7acb\u65bc1933\u5e74\uff0c\u662f\u9435\u8def\u9818\u57df\u5099\u53d7\u5c0a\u91cd\u7684\u53c3\u8207\u8005\u3002\u516c\u53f8\u4eca\u5e74\u7684\u6bcf\u80a1\u6536\u76ca\u9810\u8a08\u5c07\u589e\u9577\u8d85\u904e10%\uff0c2025\u8ca1\u5e74\u7684\u589e\u901f\u9810\u8a08\u5c07\u8d85\u904e30%\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u6295\u8cc7\u8005\u7684\u9700\u6c42\u8d8a\u4f86\u8d8a\u201c\u53fc\u201d\uff0c\u4e0d\u5c11\u4eba\u65e2\u8981\u7a69\u5b9a\u6536\u5165\uff0c\u53c8\u8981\u4f01\u696d\u6210\u9577\uff0c\u9019\u4e00\u9700\u6c42\u4f7f\u5f97\u4e00\u4e9b\u65e2\u80fd\u63d0\u4f9b\u8c50\u539a\u80a1\u606f\uff0c\u53c8\u64c1\u6709\u6210\u9577\u6f5b\u529b\u7684 […]<\/p>\n","protected":false},"author":27,"featured_media":405482,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522,431],"tags":[2156,572,568,1860],"class_list":["post-545792","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","category-trends-strategies-zh-hant","tag-2156","tag-572","tag-zh-hant-blog-tag-","tag--zh-hant","sectors-real-estate-zh-hant","sectors--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\/545792","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\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=545792"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/545792\/revisions"}],"predecessor-version":[{"id":545795,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/545792\/revisions\/545795"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/405482"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=545792"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=545792"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=545792"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}