{"id":612853,"date":"2026-01-04T21:46:09","date_gmt":"2026-01-05T05:46:09","guid":{"rendered":"https:\/\/nai500.com\/?p=612853"},"modified":"2026-01-04T21:46:09","modified_gmt":"2026-01-05T05:46:09","slug":"%e8%bf%8e%e6%88%b02026%ef%bc%9a%e9%80%99%e4%ba%9btsx%e8%82%a1%e7%a5%a8%e5%b0%87%e5%8f%97%e7%9b%8a%e4%ba%8e%e5%8d%a1%e5%b0%bc%e7%b8%bd%e7%90%86%e7%9a%84%e5%9c%8b%e5%ae%b6%e5%bb%ba%e8%a8%ad%e9%a0%85","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/01\/%e8%bf%8e%e6%88%b02026%ef%bc%9a%e9%80%99%e4%ba%9btsx%e8%82%a1%e7%a5%a8%e5%b0%87%e5%8f%97%e7%9b%8a%e4%ba%8e%e5%8d%a1%e5%b0%bc%e7%b8%bd%e7%90%86%e7%9a%84%e5%9c%8b%e5%ae%b6%e5%bb%ba%e8%a8%ad%e9%a0%85\/","title":{"rendered":"\u8fce\u62302026\uff1a\u9019\u4e9bTSX\u80a1\u7968\u5c07\u53d7\u76ca\u4e8e\u5361\u5c3c\u7e3d\u7406\u7684\u570b\u5bb6\u5efa\u8a2d\u9805\u76ee"},"content":{"rendered":"

\u52a0\u62ff\u5927\u7e3d\u7406\u99ac\u514b\u00b7\u5361\u5c3c\uff08Mark Carney\uff09\u529b\u63a8\u76842026\u5e74\u570b\u5bb6\u5efa\u8a2d\u8b70\u7a0b\uff0c\u6b63\u70ba\u8cc7\u672c\u5e02\u5834\u52fe\u52d2\u51fa\u4e00\u5e45\u6e05\u6670\u7684\u6295\u8cc7\u8def\u7dda\u5716\u3002\u8a72\u8b70\u7a0b\u4ee5\u5927\u898f\u6a21\u57fa\u790e\u8a2d\u65bd\u3001\u80fd\u6e90\u53ca\u95dc\u9375\u7926\u7269\u652f\u51fa\u70ba\u6838\u5fc3\uff0c\u65e8\u5728\u5f37\u5316\u672c\u570b\u7d93\u6fdf\u8207\u5168\u7403\u5730\u4f4d\u3002\u5728\u9019\u4e00\u653f\u5e9c\u5f37\u529b\u652f\u6301\u7684\u80cc\u666f\u4e0b\uff0c\u80fd\u6e90\u3001\u6838\u80fd\u8207\u7926\u7522\u9818\u57df\u7684\u672c\u571f\u4f9b\u61c9\u5546\u5c07\u8fce\u4f86\u5f37\u52c1\u6771\u98a8\u3002<\/p>\n

\u5176\u4e2d\uff0cPembina Pipeline (TSX:PPL)<\/a>\u3001Cameco Corporation (TSX:CCO) <\/a>\u548c Nouveau Monde Graphite (TSX:NOU) <\/a>\u56e0\u5176\u5728\u95dc\u9375\u9818\u57df\u7684\u6230\u7565\u5730\u4f4d\uff0c\u88ab\u8996\u70ba\u53c3\u8207\u6b64\u8f2a\u570b\u5bb6\u5efa\u8a2d\u6d6a\u6f6e\u7684\u5fc5\u5099\u6295\u8cc7\u9078\u64c7\u3002<\/p>\n

\u5361\u5c3c\u7e3d\u7406\u5ba3\u4f48\u7684\u4e94\u9805\u91cd\u5927\u570b\u5bb6\u5efa\u8a2d\u9805\u76ee\u662f\u8b70\u7a0b\u7684\u652f\u67f1\uff0c\u5305\u62ec\uff1a<\/p>\n

    \n
  1. LNG Canada<\/strong>\u4e8c\u671f\u9805\u76ee<\/strong>\uff1a\u4f4d\u65bc\u4e0d\u5217\u985b\u54e5\u502b\u6bd4\u4e9e\u7701Kitimat\uff0c\u65e8\u5728\u5be6\u73fe\u6db2\u5316\u5929\u7136\u6c23\u7522\u80fd\u7ffb\u500d\uff0c\u63d0\u5347\u52a0\u62ff\u5927\u5728\u5168\u7403\u80fd\u6e90\u5e02\u5834\u7684\u5730\u4f4d\u3002<\/li>\n
  2. Darlington<\/strong>\u65b0\u6838\u96fb\u9805\u76ee<\/strong>\uff1a\u4f4d\u65bc\u5b89\u5927\u7565\u7701\u514bClarington\uff0c\u91cd\u9ede\u958b\u767c\u88ab\u8996\u70ba\u6e05\u6f54\u80fd\u6e90\u8f49\u578b\u95dc\u9375\u7684\u5c0f\u578b\u6a21\u584a\u5316\u53cd\u61c9\u5806\u3002<\/li>\n
  3. Contrecoeur<\/strong>\u96c6\u88dd\u7bb1\u78bc\u982d\u9805\u76ee<\/strong>\uff1a\u65e8\u5728\u64f4\u5efa\u8499\u7279\u5229\u723e\u6e2f\uff0c\u63d0\u5347\u96c6\u88dd\u7bb1\u8655\u7406\u80fd\u529b\u53ca\u8cbf\u6613\u7269\u6d41\u6548\u7387\u3002<\/li>\n
  4. McIlvenna Bay Foran<\/strong>\u9285\u7926\u9805\u76ee<\/strong>\uff1a\u4f4d\u65bc\u85a9\u65af\u5580\u5fb9\u6eab\u7701\uff0c\u5c07\u63d0\u5347\u5c0d\u73fe\u4ee3\u79d1\u6280\u548c\u7da0\u8272\u80fd\u6e90\u81f3\u95dc\u91cd\u8981\u7684\u9285\u7522\u91cf\u3002<\/li>\n
  5. \u672a\u4f86\u9805\u76ee\u5132\u5099<\/strong>\uff1a\u5305\u62ec\u5927\u897f\u6d0b\u5730\u5340\u7684\u98a8\u96fb\u3001\u963f\u723e\u4f2f\u5854\u7701\u7684\u78b3\u6355\u96c6\u4ee5\u53ca\u5317\u90e8\u5730\u5340\u7684\u57fa\u790e\u8a2d\u65bd\u6539\u5584\u7b49\u3002<\/li>\n<\/ol>\n

    \u9019\u4e9b\u9805\u76ee\u7684\u6210\u529f\u5be6\u65bd\u9ad8\u5ea6\u4f9d\u8cf4\u65bc\u52a0\u62ff\u5927\u4f01\u696d\u7684\u7a4d\u6975\u53c3\u8207\u3002Pembina\u3001Cameco\u548cNouveau Monde\u4e09\u5bb6\u516c\u53f8\u5206\u5225\u5728\u80fd\u6e90\u57fa\u790e\u8a2d\u65bd\u3001\u6838\u96fb\u4f9b\u61c9\u548c\u95dc\u9375\u7926\u7269\u958b\u767c\u9818\u57df\u8655\u65bc\u9818\u8dd1\u5730\u4f4d\u3002<\/p>\n

    1. \u80fd\u6e90\u57fa\u790e\u8a2d\u65bd\u652f\u67f1\uff1aPembina Pipeline<\/h2>\n

    \u4f5c\u70ba\u53ef\u9760\u7684\u88ab\u52d5\u6536\u5165\u4f86\u6e90\uff0cPembina Pipeline\u4ee5\u5176\u7a69\u5b9a\u7684\u9ad8\u80a1\u606f\u5438\u5f15\u6295\u8cc7\u8005\u3002\u76ee\u524d\u80a1\u50f951.69\u52a0\u5143\uff0c\u80a1\u606f\u7387\u9ad8\u9054\u7d045.5%\u3002\u9019\u5bb6\u6309\u5b63\u6d3e\u606f\u7684\u80a1\u606f\u5de8\u982d2010\u5e74\u7b2c\u56db\u5b63\u5ea6\u4ee5\u4f86\u5f9e\u672a\u932f\u904e\u6d3e\u606f\u3002<\/p>\n

    \u9019\u5bb6\u5e02\u503c300\u5104\u52a0\u5143\u7684\u516c\u53f8\u64c1\u6709\u4e26\u904b\u71df\u5305\u62ec\u201c\u548c\u5e73\u7ba1\u9053\u201d\uff08 Peace Pipeline\uff09\u5728\u5167\u7684\u5e38\u898f\u7ba1\u9053\u7cfb\u7d71\uff0c\u8ca0\u8cac\u5c07\u5929\u7136\u6c23\u6db2\u9ad4\u3001\u539f\u6cb9\u548c\u51b7\u51dd\u6db2\u5f9e\u7522\u5340\u8f38\u9001\u81f3\u5317\u7f8e\u52a0\u5de5\u4e2d\u5fc3\u3002\u516c\u53f8\u6b63\u5728\u64f4\u5f35\u4ee5\u6eff\u8db3\u4e0d\u65b7\u589e\u9577\u7684\u4e19\u70f7\u548c\u4e59\u70f7\u9700\u6c42\u4e26\u8a08\u5283\u958b\u767c\u65b0\u7684\u80fd\u6e90\u9805\u76ee\uff0c\u78ba\u4fdd\u201c\u52a0\u62ff\u5927\u88fd\u9020\u201d\u4f9b\u61c9\u93c8\u7684\u97cc\u6027\uff0c\u9810\u671f\u5c07\u5728\u91cd\u5851\u570b\u5bb6\u80fd\u6e90\u6230\u7565\u4e2d\u626e\u6f14\u95dc\u9375\u89d2\u8272\u3002<\/p>\n

    2. \u6838\u80fd\u9818\u8ecd\u8005\uff1aCameco<\/h2>\n

    \u5c0d\u65bc\u5e0c\u671b\u6295\u8cc7\u6838\u80fd\u7684\u6295\u8cc7\u8005\u800c\u8a00\uff0cCameco\u662f\u9996\u9078\u3002\u9019\u5bb6\u5e02\u503c555\u5104\u52a0\u5143\u7684\u516c\u53f8\u63d0\u4f9b\u6838\u71c3\u6599\u3001\u6838\u96fb\u7522\u54c1\u3001\u670d\u52d9\u53ca\u6280\u8853\u3002\u4eca\u5e74\u4ee5\u4f86\uff0c\u9019\u53ea\u5927\u76e4\u80a1\u6f32\u5e45\u905472.8%\uff08\u80a1\u50f9127.48\u52a0\u5143\uff09\uff0c\u904e\u53bb\u4e09\u5e74\u7e3d\u56de\u5831\u7387\u66f4\u9054320.7%\uff0c\u8868\u73fe\u4eae\u773c\u3002\u7ba1\u7406\u5c64\u5805\u4fe1\uff0c\u5168\u7403\u5c0d\u6838\u96fb\u8208\u8da3\u7684\u9ad8\u6f32\u5c07\u6301\u4e45\u5f37\u5316\u923e\u884c\u696d\u7684\u9577\u671f\u57fa\u672c\u9762\u3002Cameco\u7684\u696d\u52d9\u8986\u84cb\u5f9e\u52d8\u63a2\u5230\u71c3\u6599\u670d\u52d9\u7684\u6574\u500b\u6838\u71c3\u6599\u5faa\u74b0\u53ca\u923e\u751f\u7522\uff0c\u65e8\u5728\u6210\u70ba\u4e16\u754c\u5be6\u73fe\u6de8\u96f6\u672a\u4f86\u4e4b\u8def\u7684\u6230\u7565\u5925\u4f34\uff0c\u9810\u8a08\u5c07\u901a\u904e\u70ba\u6e05\u6f54\u80fd\u6e90\u4f9b\u61c9\u95dc\u9375\u923e\u8cc7\u6e90\u4f86\u52a9\u529b\u570b\u5bb6\u5efa\u8a2d\u3002<\/p>\n

    3. \u95dc\u9375\u7926\u7269\u65b0\u661f\uff1aNouveau Monde Graphite<\/h2>\n

    \u4f5c\u70ba\u5317\u7f8e\u6700\u5927\u7684\u4e00\u9ad4\u5316\u78b3\u4e2d\u548c\u77f3\u58a8\u751f\u7522\u5546\uff0cNouveau Monde\u70ba\u96fb\u52d5\u6c7d\u8eca\u3001\u80fd\u6e90\u5b58\u5132\u548c\u79d1\u6280\u884c\u696d\u4f9b\u61c9\u95dc\u9375\u6750\u6599\u3002\u516c\u53f8\u5e02\u503c\u7d045.835\u5104\u52a0\u5143\uff0c\u80a1\u50f93.63\u52a0\u5143\uff0c\u904e\u53bb\u4e00\u5e74\u50f9\u683c\u4e0a\u6f3256.5%\u3002\u516c\u53f8\u65d7\u8266\u9805\u76ee\u2014\u2014\u4f4d\u65bc\u9b41\u5317\u514b\u7684Matawinie\u77f3\u58a8\u7926\u5df2\u65bc2025\u5e7411\u670813\u65e5\u88ab\u63d0\u4ea4\u81f3\u806f\u90a6\u653f\u5e9c\u91cd\u5927\u9805\u76ee\u8fa6\u516c\u5ba4\u3002\u8a72\u7926\u88ab\u8b7d\u70ba\u201c\u672a\u4f86\u7684\u7926\u5c71\u201d\uff0c\u64c1\u6709\u7d0425\u5e74\u7684\u958b\u63a1\u58fd\u547d\uff0c\u9810\u8a08\u5c07\u65bc2026\u5e74\u7b2c\u4e00\u5b63\u5ea6\u958b\u59cb\u5efa\u8a2d\uff0c2028\u5e74\u4e2d\u6295\u7522\uff0c\u5275\u9020\u8d851000\u500b\u5de5\u4f5c\u5d17\u4f4d\u3002\u6839\u64da\u570b\u5bb6\u6230\u7565\uff0c\u8a72\u7926\u5c07\u6210\u70ba\u77f3\u58a8\u3001\u93a2\u3001\u9285\u3001\u92f0\u3001\u93b3\u3001\u9237\u7b49\u95dc\u9375\u7926\u7269\u63d0\u53d6\u548c\u5347\u7d1a\u7684\u91cd\u8981\u57fa\u5730\u3002<\/p>\n

    \u7e3d\u7d50<\/h2>\n

    Pembina Pipeline\u3001Cameco\u548cNouveau Monde Graphite\u4e09\u5bb6\u516c\u53f8\uff0c\u5206\u5225\u5728\u570b\u5bb6\u80fd\u6e90\u57fa\u790e\u8a2d\u65bd\u91cd\u5851\uff0c\u6e05\u6f54\u6838\u80fd\u4f9b\u61c9\u93c8\u4fdd\u969c\u53ca\u95dc\u9375\u7926\u7269\u6230\u7565\u81ea\u4e3b\u4e2d\u626e\u6f14\u8457\u4e0d\u53ef\u6216\u7f3a\u7684\u6230\u7565\u89d2\u8272\u3002\u5c0d\u65bc\u8457\u773c\u65bc\u52a0\u62ff\u5927\u9577\u671f\u589e\u9577\u8207\u53ef\u6301\u7e8c\u767c\u5c55\u6230\u7565\u7684\u6295\u8cc7\u8005\u800c\u8a00\uff0c\u5b83\u5011\u63d0\u4f9b\u4e86\u76f4\u63a5\u53c3\u8207\u570b\u5bb6\u91cd\u5927\u8b70\u7a0b\uff0c\u4e26\u5206\u4eab\u5176\u767c\u5c55\u7d05\u5229\u7684\u6e05\u6670\u8def\u5f91\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

    \u52a0\u62ff\u5927\u7e3d\u7406\u99ac\u514b\u00b7\u5361\u5c3c\uff08Mark Carney\uff09\u529b\u63a8\u76842026\u5e74\u570b\u5bb6\u5efa\u8a2d\u8b70\u7a0b\uff0c\u6b63\u70ba\u8cc7\u672c\u5e02\u5834\u52fe\u52d2\u51fa\u4e00\u5e45\u6e05\u6670\u7684\u6295\u8cc7\u8def […]<\/p>\n","protected":false},"author":27,"featured_media":475903,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522,431,2197],"tags":[2477,568,1860,810],"class_list":["post-612853","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","category-trends-strategies-zh-hant","category-2197","tag-tungsten-zh-hant","tag-zh-hant-blog-tag-","tag--zh-hant","tag-810","sectors-mining-zh-hant","sectors-oil-gas-zh-hant","locations-canada-zh-hant","exchange-tsx-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/612853","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=612853"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/612853\/revisions"}],"predecessor-version":[{"id":612856,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/612853\/revisions\/612856"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/475903"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=612853"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=612853"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=612853"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}