{"id":598509,"date":"2025-10-16T19:40:55","date_gmt":"2025-10-17T02:40:55","guid":{"rendered":"https:\/\/nai500.com\/blog\/2025\/10\/a-45-wall-how-can-canadian-lumber-stocks-survive-new-trump-tariffs\/"},"modified":"2025-10-16T19:41:22","modified_gmt":"2025-10-17T02:41:22","slug":"%e7%89%b9%e6%9c%97%e6%99%ae%e6%96%b0%e4%b8%80%e8%bc%aa%e6%9c%a8%e6%9d%90%e9%97%9c%e7%a8%85%e9%87%8d%e6%93%8a%e5%8a%a0%e6%8b%bf%e5%a4%a7%e6%9e%97%e6%a5%ad%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/10\/%e7%89%b9%e6%9c%97%e6%99%ae%e6%96%b0%e4%b8%80%e8%bc%aa%e6%9c%a8%e6%9d%90%e9%97%9c%e7%a8%85%e9%87%8d%e6%93%8a%e5%8a%a0%e6%8b%bf%e5%a4%a7%e6%9e%97%e6%a5%ad%e8%82%a1\/","title":{"rendered":"\u7279\u6717\u666e\u65b0\u4e00\u8f2a\u6728\u6750\u95dc\u7a05\u91cd\u64ca\u52a0\u62ff\u5927\u6797\u696d\u80a1"},"content":{"rendered":"

\u4e00\u8a18\u4f86\u81ea\u83ef\u76db\u9813\u7684\u95dc\u7a05\u91cd\u9318\uff0c\u8b93\u52a0\u62ff\u5927\u6797\u696d\u611f\u53d7\u5230\u523a\u9aa8\u5bd2\u610f\u3002\u672c\u5468\uff0c\u7f8e\u570b\u7279\u6717\u666e\u653f\u5e9c\u5ba3\u4f48\u5c0d\u9032\u53e3\u8edf\u6728\u52a0\u5f8110%\u95dc\u7a05\uff0c\u6b64\u8209\u4f7f\u5f97\u52a0\u62ff\u5927\u6728\u6750\u51fa\u53e3\u81f3\u7f8e\u570b\u7684\u7e3d\u9ad4\u95dc\u7a05\u58c1\u58d8\u9054\u5230\u4e86\u9a5a\u4eba\u768445%\u3002\u9019\u4e0d\u50c5\u5c07\u76f4\u63a5\u885d\u64ca\u52a0\u62ff\u5927\u6797\u696d\u5de8\u982d\u7684\u5229\u6f64\u8207\u7af6\u722d\u529b\uff0c\u540c\u6642\u9019\u5834\u8cbf\u6613\u98a8\u66b4\u7684\u885d\u64ca\u6ce2\u4e5f\u63a8\u9ad8\u7f8e\u570b\u672c\u571f\u7684\u5efa\u7bc9\u6210\u672c\uff0c\u70ba\u7f8e\u52a0\u5169\u570b\u7684\u8cc7\u6e90\u5e02\u5834\u5e36\u4f86\u65b0\u4e00\u8f2a\u7684\u6ce2\u52d5\u8207\u4e0d\u78ba\u5b9a\u6027\u3002<\/p>\n

\u9762\u5c0d\u5982\u6b64\u56b4\u5cfb\u7684\u6311\u6230\uff0c\u52a0\u62ff\u5927\u6797\u696d\u8207\u8cc7\u672c\u5e02\u5834\u5c07\u4f55\u53bb\u4f55\u5f9e\uff1f<\/p>\n

\u5206\u6790\u6307\u51fa\uff0c\u9ad8\u984d\u95dc\u7a05\u5c07\u5927\u5e45\u63d0\u5347\u52a0\u62ff\u5927\u751f\u7522\u5546\u7684\u51fa\u53e3\u6210\u672c\uff0c\u524a\u5f31\u5728\u7f8e\u570b\u5e02\u5834\u7684\u50f9\u683c\u7af6\u722d\u529b\u3002West Fraser Timber (TSX:WFG) <\/a>\u3001Stella-Jones (TSX:SJ) \u4ee5\u53caCanfor\u7b49\u52a0\u62ff\u5927\u6797\u696d\u5de8\u982d\u9996\u7576\u5176\u885d\u3002\u6210\u672c\u4e0a\u5347\u53ca\u7af6\u722d\u529b\u6e1b\u5f31\u9810\u8a08\u5c07\u8feb\u4f7f\u52a0\u62ff\u5927\u5ee0\u5546\u524a\u6e1b\u7522\u91cf\uff0c\u4f9d\u8cf4\u6797\u696d\u7684\u793e\u5340\u5c31\u696d\u5d17\u4f4d\u9762\u81e8\u5a01\u8105\u3002\u540c\u6642\uff0c\u6574\u500b\u52a0\u62ff\u5927\u8cc7\u6e90\u5e02\u5834\u7684\u6ce2\u52d5\u6027\u8207\u4e0d\u78ba\u5b9a\u6027\u4e5f\u5c07\u56e0\u6b64\u52a0\u5287\u3002<\/p>\n

\u5728\u6b64\u80cc\u666f\u4e0b\uff0c\u591a\u502b\u591a\u8b49\u5238\u4ea4\u6613\u6240\u6728\u6750\u677f\u584a\u8868\u73fe\u6158\u6de1\uff0c\u884c\u696d\u9f8d\u982dWest Fraser\u8207Canfor\u904e\u53bb\u4e00\u5e74\u80a1\u50f9\u5747\u4e0b\u632b\u7d04\u56db\u5206\u4e4b\u4e00\uff0c\u8207\u5275\u6b77\u53f2\u65b0\u9ad8\u7684\u52a0\u62ff\u5927\u5927\u76e4\u5f62\u6210\u9bae\u660e\u5c0d\u6bd4\u3002\u5118\u7ba1\u9762\u81e8\u56b4\u5cfb\u6311\u6230\uff0c\u5206\u6790\u5e2b\u6307\u51fa\u52a0\u62ff\u5927\u6797\u696d\u5de8\u982d\u6b63\u901a\u904e\u4e0d\u540c\u7b56\u7565\u5c0b\u6c42\u7a81\u7834\uff0c\u70ba\u9577\u671f\u5fa9\u8607\u57cb\u4e0b\u4f0f\u7b46\u3002<\/p>\n

\u6bd4\u5982\u8aaa\uff0c\u5118\u7ba1\u7b2c\u4e8c\u5b63\u5ea6\u8abf\u6574\u5f8cEBITDA\u964d\u81f38400\u842c\u52a0\u5143\uff0c\u6728\u6750\u696d\u52d9\u8ca2\u737b\u50c51500\u842c\u52a0\u5143\uff0cWest Fraser\u4ecd\u4fdd\u6301\u8457\u4ee4\u4eba\u7fa1\u6155\u7684\u8ca1\u52d9\u5be6\u529b\u2014\u2014\u53ef\u7528\u6d41\u52d5\u8cc7\u91d1\u8fd117\u5104\u52a0\u5143\uff0c\u6de8\u73fe\u91d1\u982d\u5bf8\u90543.1\u5104\u52a0\u5143\u3002\u5206\u6790\u5e2b\u9810\u6e2c\uff0c\u516c\u53f82025\u5e74\u53ef\u80fd\u9304\u5f97\u6bcf\u80a1\u8667\u640d1.32\u52a0\u5143\uff0c\u4f46\u52302029\u5e74\u6709\u671b\u5be6\u73fe\u6bcf\u80a1\u6536\u76ca10\u52a0\u5143\u3002\u82e5\u630915\u500d\u9060\u671f\u5e02\u76c8\u7387\u8a08\u7b97\uff0c\u8003\u616e\u80a1\u606f\u5f8c\uff0c\u8a72\u80a1\u80a1\u50f9\u672a\u4f86\u56db\u5e74\u6216\u6709\u8fd165%\u7684\u4e0a\u6f32\u7a7a\u9593\u3002<\/p>\n

\u9019\u5834\u95dc\u7a05\u98a8\u66b4\u7684\u5f71\u97ff\u4e26\u4e0d\u5c40\u9650\u65bc\u52a0\u62ff\u5927\uff0c\u7f8e\u570b\u5efa\u7bc9\u8207\u4f4f\u623f\u5e02\u5834\u53ef\u80fd\u56e0\u6728\u6750\u7b49\u539f\u6750\u6599\u50f9\u683c\u4e0a\u6f32\u800c\u627f\u58d3\u3002\u7f8e\u570b\u5168\u570b\u4f4f\u5b85\u5efa\u7bc9\u5546\u5354\u6703\u5df2\u516c\u958b\u53cd\u5c0d\u65b0\u95dc\u7a05\uff0c\u8a8d\u70ba\u9019\u5c07\u63a8\u9ad8\u5efa\u7bc9\u6210\u672c\u3002 Scotiabank\u5206\u6790\u5e2bBen Isaacson\u6307\u51fa\uff0c\u5728\u6b63\u5e38\u9700\u6c42\u60c5\u6cc1\u4e0b\uff0c\u7f8e\u570b\u9700\u8981\u65b0\u5efa50\u5ea7\u92f8\u6728\u5ee0\u624d\u80fd\u66ff\u4ee3\u52a0\u62ff\u5927\u6728\u6750\u4f9b\u61c9\uff0c\u800c\u5c08\u696d\u8a2d\u5099\u88fd\u9020\u5546\u6bcf\u5e74\u50c5\u80fd\u652f\u6301\u5169\u5ea7\u65b0\u5ee0\u5efa\u8a2d\u3002<\/p>\n

\u52a0\u62ff\u5927\u8d85\u904e\u534a\u6578\u7684\u6728\u6750\u7522\u91cf\u51fa\u53e3\u81f3\u7f8e\u570b\uff0c\u56e0\u6b64\u6210\u70ba\u672c\u8f2a\u95dc\u7a05\u63aa\u65bd\u4e2d\u53d7\u885d\u64ca\u6700\u56b4\u91cd\u7684\u570b\u5bb6\u3002\u9762\u5c0d\u884c\u696d\u56f0\u5883\uff0c\u52a0\u62ff\u5927\u653f\u5e9c\u516b\u6708\u627f\u8afe\u63d0\u4f9b\u9ad8\u905412\u5104\u52a0\u5143\u7684\u8ca1\u653f\u652f\u6301\u4ee5\u6551\u52a9\u6797\u696d\u3002\u7136\u800c\uff0c\u5728\u61c9\u5c0d\u7b56\u7565\u4e0a\uff0c\u52a0\u65b9\u4ea6\u986f\u5be9\u614e\uff0c\u4e5d\u6708\u4efd\u64a4\u56de\u4e86\u6b64\u524d\u5c312017\u5e74\u81f32019\u5e74\u9593\u95dc\u7a05\u5411\u7f8e\u65b9\u63d0\u51fa\u7684\u5169\u9805\u6b63\u5f0f\u8cbf\u6613\u6311\u6230\uff0c\u4ee5\u907f\u514d\u722d\u7aef\u9032\u4e00\u6b65\u5347\u7d1a\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u4e00\u8a18\u4f86\u81ea\u83ef\u76db\u9813\u7684\u95dc\u7a05\u91cd\u9318\uff0c\u8b93\u52a0\u62ff\u5927\u6797\u696d\u611f\u53d7\u5230\u523a\u9aa8\u5bd2\u610f\u3002\u672c\u5468\uff0c\u7f8e\u570b\u7279\u6717\u666e\u653f\u5e9c\u5ba3\u4f48\u5c0d\u9032\u53e3\u8edf\u6728\u52a0\u5f8110%\u95dc\u7a05\uff0c\u6b64\u8209\u4f7f […]<\/p>\n","protected":false},"author":27,"featured_media":585336,"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":[2147,572,2138,2233],"class_list":["post-598509","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","category-trends-strategies-zh-hant","tag--zh-hant","tag-572","tag-2138","tag-2233","sectors-real-estate-zh-hant","locations-canada-zh-hant","exchange-tsx-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/598509","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=598509"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/598509\/revisions"}],"predecessor-version":[{"id":598512,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/598509\/revisions\/598512"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/585336"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=598509"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=598509"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=598509"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}