{"id":585843,"date":"2025-07-30T22:41:55","date_gmt":"2025-07-31T05:41:55","guid":{"rendered":"https:\/\/nai500.com\/?p=585843"},"modified":"2025-07-30T22:41:55","modified_gmt":"2025-07-31T05:41:55","slug":"%e4%bd%8e%e4%bc%b0-%e8%82%a1%e6%81%af-%e6%98%8e%e7%8f%a0-%e4%b8%89%e5%8f%aa-%e7%be%8e%e8%82%a1-2025%e5%b9%b4-%e4%b8%8b%e5%8d%8a%e5%b9%b4","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/07\/%e4%bd%8e%e4%bc%b0-%e8%82%a1%e6%81%af-%e6%98%8e%e7%8f%a0-%e4%b8%89%e5%8f%aa-%e7%be%8e%e8%82%a1-2025%e5%b9%b4-%e4%b8%8b%e5%8d%8a%e5%b9%b4\/","title":{"rendered":"\u88ab\u4f4e\u4f30\u7684\u80a1\u606f\u660e\u73e0\uff1a\u9019\u4e09\u53ea\u7f8e\u80a1\u6216\u62102025\u5e74\u4e0b\u534a\u5e74\u9ed1\u99ac"},"content":{"rendered":"

\u5728\u6a19\u666e500\u6307\u6578\u5e74\u5167\u4e0a\u6f325.5%\u7684\u80cc\u666f\u4e0b\uff0c\u4e09\u53ea\u7f8e\u80a1\u80a1\u606f\u80a1\u7968Brookfield Infrastructure<\/b><\/strong>\u00a0(<\/b><\/strong>BIP<\/b><\/strong><\/a>)<\/b><\/strong>\u3001Whirlpool<\/b><\/strong>\u00a0(<\/b><\/strong>WHR<\/b><\/strong><\/a>)<\/b><\/strong>\u548c\u9676\u6c0f\u5316\u5b78Dow<\/b><\/strong>\u00a0(<\/b><\/strong>DOW<\/b><\/strong><\/a>)<\/b><\/strong>\u537b\u986f\u8457\u8dd1\u8f38\u5927\u76e4\u3002\u4f46\u6df1\u5165\u5206\u6790\u986f\u793a\uff0c\u9019\u4e09\u53ea\u9ad8\u80a1\u606f\u80a1\u6b63\u5b55\u80b2\u8457\u7f55\u898b\u7684\u201c\u80a1\u606f+\u8cc7\u672c\u589e\u503c\u201d\u6a5f\u6703\u3002<\/p>\n

1. Brookfield Infrastructure\uff08\u80a1\u606f\u73874.1%\uff09<\/b><\/strong><\/h3>\n

AI\u6d6a\u6f6e\u4e2d\u7684\u96b1\u853d\u8d0f\u5bb6<\/b><\/strong><\/p>\n

\u9019\u5bb6\u57fa\u790e\u8a2d\u65bd\u5de8\u982d\u5e74\u5167\u50c5\u4e0a\u6f324.9%\uff0c\u4f46\u5176\u6578\u64da\u4e2d\u5fc3\u8cc7\u7522\uff08\u5360\u904b\u71df\u8cc7\u91d113%\uff09\u5c1a\u672a\u88ab\u5e02\u5834\u5145\u5206\u5b9a\u50f9\u3002\u96a8\u8457AI\u7b97\u529b\u9700\u6c42\u7206\u767c\uff0c\u8a72\u516c\u53f8\u8a08\u5283\u64f4\u5927\u6578\u64da\u4e2d\u5fc3\u7d44\u5408\u898f\u6a21\u3002\u91cd\u8981\u7684\u662f\uff0c\u8a72\u80a1\u7576\u524d\u80a1\u50f9\u50c5\u70ba\u904b\u71df\u73fe\u91d1\u6d41\u76843.3\u500d\uff0c\u986f\u8457\u4f4e\u65bc\u4e94\u5e74\u5747\u503c4\u500d\u3002<\/p>\n

\u83ef\u723e\u8857\u8cc7\u6df1\u5206\u6790\u5e2bScott Levine\u6307\u51fa\uff0c\u201c\u7576\u534a\u5c0e\u9ad4\u80a1\u7968\u7099\u624b\u53ef\u71b1\u6642\uff0c\u6295\u8cc7\u8005\u5ffd\u7565\u4e86\u50cfBrookfield\u9019\u6a23\u63d0\u4f9b\u7a69\u5b9a\u73fe\u91d1\u6d41\u7684\u5e95\u5c64\u8cc7\u7522\uff0c\u5176\u5168\u7403\u6536\u8cbb\u516c\u8def\u3001\u8f38\u96fb\u7db2\u548c\u6578\u64da\u4e2d\u5fc3\u7d44\u6210\u7684\u6297\u901a\u8139\u7d44\u5408\uff0c\u6709\u671b\u5728\u4e0b\u534a\u5e74\u91cd\u4f30\u3002\u201d<\/p>\n

2. <\/b><\/strong>Whirlpool<\/b><\/strong>\uff08\u80a1\u606f\u73876.8%\uff09<\/b><\/strong><\/h3>\n

\u8cbf\u6613\u58c1\u58d8\u7684\u6700\u5927\u53d7\u76ca\u8005<\/b><\/strong><\/p>\n

\u76e1\u7ba1\u623f\u5730\u7522\u4f4e\u8ff7\u62d6\u7d2f\u5bb6\u96fb\u9700\u6c42\uff0c\u4f46Whirlpool\u8fd180%\u7f8e\u570b\u92b7\u552e\u70ba\u672c\u571f\u751f\u7522\u7684\u7368\u7279\u512a\u52e2\u6b63\u5728\u986f\u73fe\u3002\u7279\u6717\u666e\u653f\u5e9c\u8fd1\u671f\u64ec\u5835\u622a\u4e2d\u570b\u92fc\u6750\u907f\u7a05\u6f0f\u6d1e\uff0c\u53ef\u80fd\u9032\u4e00\u6b65\u524a\u5f31\u4e9e\u6d32\u7af6\u722d\u5c0d\u624b\u3002<\/p>\n

\u9ad8\u76db\u5927\u5b97\u5546\u54c1\u5718\u968a\u5728\u8fd1\u671f\u7684\u4e00\u4efd\u5831\u544a\u4e2d\u6307\u51fa\uff0c\u201cWhirlpool\u77ed\u671f\u8ca1\u5831\u53ef\u80fd\u627f\u58d3\uff0c\u4f46\u95dc\u7a05\u653f\u7b56\u5c07\u91cd\u5851\u884c\u696d\u683c\u5c40\u3002\u201d\u8a72\u80a1\u7576\u524d\u5e02\u6de8\u7387\u50c50.9\u500d\uff0c\u63a5\u8fd12008\u5e74\u91d1\u878d\u5371\u6a5f\u4f4e\u4f4d\uff0c\u4f46\u81ea\u7531\u73fe\u91d1\u6d41\u4ecd\u8986\u84cb\u80a1\u606f\u652f\u51fa\u76841.8\u500d\u3002<\/p>\n

3. \u9676\u6c0f\u5316\u5b78\uff08\u80a1\u606f\u73875.6%\uff09<\/b><\/strong><\/h3>\n

\u5468\u671f\u5e95\u90e8\u7684\u50f9\u503c\u9677\u9631<\/b><\/strong>\uff1f<\/b><\/strong><\/p>\n

\u8a72\u516c\u53f87\u670824\u65e5\u5ba3\u5e03\u80a1\u606f\u6e1b\u534a\u7684\u6d88\u606f\u5c0e\u81f4\u80a1\u50f9\u55ae\u65e5\u66b4\u8dcc17.5%\uff0c\u4f46\u9019\u4e00\u6fc0\u9032\u8209\u63aa\u6bcf\u5e74\u53ef\u7bc0\u77019.9\u5104\u7f8e\u5143\u2014\u2014\u76f8\u7576\u65bc\u517610\u5104\u7f8e\u5143\u6210\u672c\u524a\u6e1b\u8a08\u5283\u7684\u8cc7\u91d1\u898f\u6a21\u3002\u8a72\u516c\u53f8\u9996\u5e2d\u57f7\u884c\u5b98Jim Fitterling\u5f37\u8abf\uff1a\u201c\u6211\u5011\u6b63\u5728\u70ba\u884c\u696d\u8907\u8607\u5132\u5099\u5f48\u85e5\u3002\u201d<\/p>\n

\u76e1\u7ba1\u5316\u5de5\u884c\u696d\u9762\u81e8\u7522\u80fd\u904e\u5269\uff0c\u4f46\u9676\u6c0f\u901a\u904e\u8cc7\u7522\u51fa\u552e\u5df2\u7a4d\u7d2f\u5145\u8db3\u73fe\u91d1\u7de9\u6c96\u3002\u7576\u524d\u4f01\u696d\u50f9\u503c\/EBITDA\u50c56.2\u500d\uff0c\u4f4e\u65bc\u540c\u884cLyondellBasell\u76847.5\u500d\u3002<\/p>\n

\u95dc\u9375\u6578\u64da\u5c0d\u6bd4<\/b><\/strong><\/p>\n\n\n\n\n\n\n
\u516c\u53f8<\/b><\/strong><\/td>\n\u80a1\u606f\u7387<\/b><\/strong><\/td>\n\u80a1\u50f9\/\u73fe\u91d1\u6d41<\/b><\/strong><\/td>\n\u81ea\u7531\u73fe\u91d1\u6d41\u8986\u84cb\u7387<\/b><\/strong><\/td>\n\u5e74\u5167\u8868\u73fe<\/b><\/strong><\/td>\n<\/tr>\n
Brookfield Infra<\/td>\n4.1%<\/td>\n3.3x<\/td>\n2.1x<\/td>\n+4.9%<\/td>\n<\/tr>\n
\u60e0\u800c\u6d66<\/td>\n6.8%<\/td>\n5.8x<\/td>\n1.8x<\/td>\n-18.3%<\/td>\n<\/tr>\n
\u9676\u6c0f\u5316\u5b78<\/td>\n5.6%<\/td>\n4.5x<\/td>\n1.2x<\/td>\n-29.7%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u6295\u8cc7\u908f\u8f2f<\/b><\/strong><\/p>\n

\u9006\u5411\u5e03\u5c40<\/b><\/strong>\uff1a\u4e09\u5bb6\u516c\u53f8\u5747\u8655\u65bc\u4f30\u503c\u7aaa\u5730\uff0c\u5e02\u6de8\u7387\u5747\u4f4e\u65bc\u884c\u696d\u5747\u503c<\/p>\n

\u50ac\u5316\u5291\u660e\u78ba<\/b><\/strong>\uff1aAI\u57fa\u5efa\u64f4\u5f35\u3001\u8cbf\u6613\u653f\u7b56\u7d05\u5229\u3001\u5316\u5de5\u5468\u671f\u53cd\u8f49<\/p>\n

\u5b89\u5168\u908a\u969b<\/b><\/strong>\uff1a\u5373\u4fbf\u80a1\u606f\u8abf\u6574\u5f8c\uff0c\u6536\u76ca\u7387\u4ecd\u986f\u8457\u9ad8\u65bc10\u5e74\u671f\u7f8e\u50b5\uff08\u73fe3.8%\uff09<\/p>\n

\u6469\u6839\u5927\u901a\u91cf\u5316\u6a21\u578b\u986f\u793a\uff0c\u985e\u4f3c\u201c\u9ad8\u80a1\u606f+\u8d85\u8dcc\u201d\u7d44\u5408\u5728\u8870\u9000\u672b\u671f\u5e73\u574712\u500b\u6708\u56de\u5831\u7387\u905427%\u3002\u5c0d\u65bc\u80fd\u627f\u53d7\u77ed\u671f\u6ce2\u52d5\u7684\u6295\u8cc7\u8005\uff0c\u7576\u524d\u6216\u662f\u96e3\u5f97\u7684\u201c\u64bf\u6f0f\u201d\u6642\u6a5f\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u5728\u6a19\u666e500\u6307\u6578\u5e74\u5167\u4e0a\u6f325.5%\u7684\u80cc\u666f\u4e0b\uff0c\u4e09\u53ea\u7f8e\u80a1\u80a1\u606f\u80a1\u7968Brookfield Infrastructure\u00a0 […]<\/p>\n","protected":false},"author":31,"featured_media":571003,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[426,1522],"tags":[2159,2174,2001,1860],"class_list":{"0":"post-585843","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","6":"hentry","7":"category-market-news-zh-hant","8":"category-1522","9":"tag-2159","10":"tag-2174","11":"tag--zh-hant","13":"sectors--zh-hant","15":"sectors-oil-gas-zh-hant","16":"locations-us-zh-hant","17":"exchange-nasdaq-zh-hant","18":"exchange-nyse-zh-hant"},"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/585843","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=585843"}],"version-history":[{"count":4,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/585843\/revisions"}],"predecessor-version":[{"id":585848,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/585843\/revisions\/585848"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/571003"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=585843"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=585843"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=585843"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}