{"id":626489,"date":"2026-03-19T00:40:40","date_gmt":"2026-03-19T07:40:40","guid":{"rendered":"https:\/\/nai500.com\/?p=626489"},"modified":"2026-03-19T00:40:40","modified_gmt":"2026-03-19T07:40:40","slug":"%e8%83%bd%e6%ba%90%e5%8d%b1%e5%b1%80%e4%b8%8b%e7%9a%84%e8%b4%8f%e5%ae%b6%ef%bc%9a%e7%b2%be%e9%81%b86%e5%8f%aa%e7%9f%b3%e6%b2%b9%e5%92%8clng%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/03\/%e8%83%bd%e6%ba%90%e5%8d%b1%e5%b1%80%e4%b8%8b%e7%9a%84%e8%b4%8f%e5%ae%b6%ef%bc%9a%e7%b2%be%e9%81%b86%e5%8f%aa%e7%9f%b3%e6%b2%b9%e5%92%8clng%e8%82%a1%e7%a5%a8\/","title":{"rendered":"\u80fd\u6e90\u5371\u5c40\u4e0b\u7684\u8d0f\u5bb6\uff1a\u7cbe\u90786\u53ea\u77f3\u6cb9\u548cLNG\u80a1\u7968"},"content":{"rendered":"

\u970d\u723e\u6728\u8332\u6d77\u5cfd\u7684\u98a8\u96f2\u7a81\u8b8a\uff0c\u4e0d\u50c5\u8b93\u5168\u7403\u6cb9\u50f9\u55c5\u5230\u4e86100\u7f8e\u5143\u7684\u6c23\u606f\uff0c\u66f4\u5728\u80fd\u6e90\u5e02\u5834\u4e0a\u6380\u8d77\u4e86\u4e00\u5834\u95dc\u65bc\u201c\u5b89\u5168”\u8207\u201c\u7a00\u7f3a”\u7684\u91cd\u65b0\u5b9a\u50f9\u3002\u5728\u9019\u5834\u5730\u7de3\u535a\u5f08\u4e2d\uff0c\u8d0f\u5bb6\u7684\u8f2a\u5ed3\u9010\u6f38\u6e05\u6670\uff1a\u4e00\u985e\u662f\u80fd\u5920\u514d\u53d7\u4f9b\u61c9\u4e2d\u65b7\u56f0\u64fe\u3001\u5750\u4eab\u6cb9\u50f9\u4e0a\u6f32\u7d05\u5229\u7684\u7f8e\u570b\u672c\u571f\u6cb9\u6c23\u5de8\u982d\uff1b\u53e6\u4e00\u985e\u5247\u662f\u91cd\u5851\u5168\u7403\u80fd\u6e90\u8cbf\u6613\u683c\u5c40\u3001\u5f9e\u5929\u7136\u6c23\uff08LNG\uff09\u7d50\u69cb\u6027\u77ed\u7f3a\u4e2d\u7372\u76ca\u7684\u7522\u696d\u93c8\u4f7c\u4f7c\u8005\u3002<\/p>\n

\u4ee5\u4e0b\u662f\u7cbe\u9078\u76843\u53ea\u77f3\u6cb9\u548c3\u53eaLNG\u9818\u57df\u7684\u80a1\u7968\uff0c\u5b83\u5011\u6216\u56e0\u5730\u5229\uff0c\u6216\u56e0\u58c1\u58d8\uff0c\u5728\u7576\u524d\u5c40\u52e2\u4e0b\u5c55\u73fe\u51fa\u4e86\u7368\u7279\u7684\u6295\u8cc7\u50f9\u503c\u3002<\/p>\n

\u77f3\u6cb9\u7bc7\uff1a\u672c\u571f\u512a\u52e2\u8207\u6cb9\u50f9\u7d05\u5229<\/h2>\n

\u7576\u6d77\u5916\u4f9b\u61c9\u8b8a\u5f97\u4e0d\u53ef\u9760\uff0c\u64c1\u6709\u7a69\u5b9a\u672c\u571f\u8cc7\u6e90\u7684\u7f8e\u570b\u77f3\u6cb9\u516c\u53f8\u6210\u70ba\u4e86\u5929\u7136\u7684\u907f\u98a8\u6e2f\u3002\u5b83\u5011\u4e0d\u50c5\u76f4\u63a5\u53d7\u76ca\u65bc\u6cb9\u50f9\u4e0a\u6f32\uff0c\u66f4\u56e0\u8cc7\u7522\u7684\u6230\u7565\u5b89\u5168\u6027\u7372\u5f97\u4e86\u4f30\u503c\u91cd\u4f30\u7684\u6a5f\u6703\u3002<\/p>\n

1. \u96ea\u4f5b\u9f8d (CVX)<\/a>: \u517c\u5177\u97cc\u6027\u8207\u6536\u76ca\u7684\u5de8\u64d8<\/h3>\n

\u4f5c\u70ba\u5168\u7403\u6cb9\u6c23\u5de8\u982d\uff0c\u96ea\u4f5b\u9f8d\u5728\u52d5\u76ea\u74b0\u5883\u4e2d\u7684\u512a\u52e2\u5728\u65bc\u696d\u52d9\u7684\u591a\u5143\u5316\u548c\u8ca1\u52d9\u7684\u7a69\u5065\u6027\u3002\u5206\u6790\u5e2bSalisbury\u6307\u51fa\uff0c\u96ea\u4f5b\u9f8d\u6709\u671b\u53d7\u76ca\u65bc\u5728\u59d4\u5167\u745e\u62c9\u7684\u73fe\u6709\u4f48\u5c40\uff0c\u7576\u5730\u696d\u52d9\u7684\u64f4\u5f35\u8a08\u5283\u70ba\u8a72\u516c\u53f8\u63d0\u4f9b\u4e86\u984d\u5916\u7684\u589e\u9577\u671f\u6b0a\u3002\u66f4\u91cd\u8981\u7684\u662f\uff0c3.6%\u7684\u80a1\u606f\u7387\u70ba\u7576\u524d\u8ffd\u6c42\u78ba\u5b9a\u6027\u7684\u6295\u8cc7\u8005\u63d0\u4f9b\u4e86\u5805\u5be6\u7684\u6536\u76ca\u7de9\u885d\u3002\u7f8e\u9280\u7d66\u4e88\u8a72\u80a1\u201c\u8cb7\u5165”\u8a55\u7d1a\uff0c\u76ee\u6a19\u50f9206\u7f8e\u5143\u3002<\/p>\n

2. SLB Ltd. (SLB)<\/a>: \u570b\u969b\u6cb9\u670d\u7684\u6280\u8853\u8b77\u57ce\u6cb3<\/h3>\n

\u7576\u80fd\u6e90\u5b89\u5168\u6210\u70ba\u9996\u8981\u8b70\u984c\uff0c\u7dad\u6301\u4e26\u64f4\u5927\u672c\u571f\u53ca\u53cb\u597d\u5340\u57df\u7684\u6cb9\u6c23\u7522\u91cf\u6210\u70ba\u5404\u570b\u5171\u8b58\u3002SLB\u4f5c\u70ba\u5168\u7403\u9818\u5148\u7684\u6cb9\u670d\u516c\u53f8\uff0c\u570b\u969b\u548c\u6d77\u4e0a\u6cb9\u7530\u670d\u52d9\u696d\u52d9\u8655\u65bc\u884c\u696d\u9818\u5148\u5730\u4f4d\u3002\u5206\u6790\u5e2bSaurabh Pant\u8a8d\u70ba\uff0c\u5118\u7ba1\u7f8e\u570b\u8449\u5ca9\u5e02\u5834\u5728\u5fa9\u8607\uff0c\u4f46SLB\u7684\u4e2d\u671f\u589e\u9577\u5f15\u64ce\u5c07\u4f86\u81ea\u570b\u969b\u5e02\u5834\u3002\u6578\u5b57\u5316\u548c\u6578\u64da\u4e2d\u5fc3\u89e3\u6c7a\u65b9\u6848\u7b49\u65b0\u8208\u696d\u52d9\u4e5f\u70ba\u50b3\u7d71\u80fd\u6e90\u6295\u8cc7\u589e\u6dfb\u4e86\u65b0\u7684\u5438\u5f15\u529b\u3002\u7f8e\u9280\u76ee\u6a19\u50f9\u70ba55\u7f8e\u5143\u3002<\/p>\n

3. Devon Energy Corp. (DVN)<\/a>: \u898f\u6a21\u6548\u61c9\u7684\u6574\u5408\u8005<\/h3>\n

\u5728\u7f8e\u570b\u672c\u571f\u7684\u7368\u7acb\u6cb9\u6c23\u751f\u7522\u5546\u4e2d\uff0cDevon Energy\u6b63\u901a\u904e\u6574\u5408\u5c0b\u6c42\u66f4\u5f37\u7684\u5b9a\u50f9\u6b0a\u3002\u8a72\u516c\u53f8\u8207Coterra Energy\u7684\u5408\u4f75\u8a08\u5283\u4e00\u65e6\u5b8c\u6210\uff0c\u5c07\u8a95\u751f\u7f8e\u570b\u672c\u571f\u6700\u5927\u7684\u6cb9\u6c23\u52d8\u63a2\u8207\u751f\u7522\u516c\u53f8\u4e4b\u4e00\u3002\u5206\u6790\u5e2bKalei Akamine\u8a8d\u70ba\uff0c\u9019\u7a2e\u898f\u6a21\u512a\u52e2\u6709\u671b\u63a8\u52d5\u516c\u53f8\u80a1\u7968\u8a55\u7d1a\u4e0a\u8abf\u3002\u5728\u4f9b\u61c9\u7dca\u5f35\u7684\u80cc\u666f\u4e0b\uff0c\u898f\u6a21\u66f4\u5927\u7684\u7368\u7acb\u751f\u7522\u5546\u5728\u7372\u53d6\u8cc7\u672c\u548c\u9396\u5b9a\u5229\u6f64\u65b9\u9762\u66f4\u5177\u512a\u52e2\u3002\u7f8e\u9280\u7d66\u4e88\u8a72\u80a1\u201c\u8cb7\u5165”\u8a55\u7d1a\uff0c\u76ee\u6a19\u50f946\u7f8e\u5143\u3002<\/p>\n

LNG\u7bc7\uff1a\u91cd\u5851\u5168\u7403\u6c23\u6d41\u7684\u6230\u7565\u8cc7\u7522<\/h2>\n

\u539f\u6cb9\u904b\u8f38\u53d7\u963b\uff0c\u5929\u7136\u6c23\u7684\u8655\u5883\u66f4\u70ba\u56b4\u5cfb\u2014\u2014\u56e0\u70ba\u5168\u740320%\u7684LNG\u8cbf\u6613\u6d41\u7d93\u970d\u723e\u6728\u8332\u6d77\u5cfd\uff0c\u9019\u4e00\u6bd4\u4f8b\u5c0d\u4e9e\u6d32\u5e02\u5834\u5c24\u70ba\u95dc\u9375\u3002\u9019\u76f4\u63a5\u89f8\u767c\u4e86\u5c0dLNG\u50f9\u503c\u93c8\u7684\u91cd\u4f30\uff0c\u5f9e\u751f\u7522\u8a2d\u65bd\u5230\u904b\u8f38\u8239\u8236\uff0c\u90fd\u6210\u70ba\u4e86\u7a00\u7f3a\u8cc7\u6e90\u3002<\/p>\n

1. Cheniere Energy Inc. (LNG)<\/a>: \u5168\u7403\u9f8d\u982d\u7684\u7a69\u5065\u6ea2\u50f9<\/h3>\n

\u4f5c\u70ba\u7f8e\u570b\u6700\u5927\u3001\u5168\u7403\u7b2c\u4e8c\u5927\u7684LNG\u751f\u7522\u5546\uff0cCheniere Energy\u662f\u4efb\u4f55LNG\u6295\u8cc7\u8a71\u984c\u90fd\u7e5e\u4e0d\u958b\u7684\u540d\u5b57\u3002\u8a72\u516c\u53f8\u5728\u8def\u6613\u65af\u5b89\u90a3\u5dde\u548c\u5f97\u514b\u85a9\u65af\u5dde\u7684\u5169\u5927\u51fa\u53e3\u8a2d\u65bd\u662f\u7f8e\u570b\u7684\u80fd\u6e90\u51fa\u53e3\u5fc3\u81df\u3002\u5118\u7ba1\u516c\u53f8\u7d0490%\u7684\u7522\u91cf\u5df2\u88ab\u9577\u671f\u5408\u540c\u9396\u5b9a\uff0c\u9650\u5236\u4e86\u5176\u5728\u73fe\u8ca8\u5e02\u5834\u4e0a\u7684\u6975\u7aef\u5f48\u6027\uff0c\u4f46\u9019\u4e5f\u610f\u5473\u8457\u7a69\u5b9a\u3001\u53ef\u898b\u7684\u73fe\u91d1\u6d41\u548c\u6975\u5f37\u7684\u6297\u98a8\u96aa\u80fd\u529b\u3002\u5269\u9918\u768410%\u655e\u53e3\uff0c\u8db3\u4ee5\u8b93\u8a72\u516c\u53f8\u5728\u7576\u524d\u9ad8\u50f9\u74b0\u5883\u4e2d\u7372\u5f97\u8d85\u984d\u5229\u6f64\u3002<\/p>\n

2. Venture Global Inc. (VG)<\/a>: \u5f8c\u4f86\u5c45\u4e0a\u7684\u64f4\u5f35\u8005<\/h3>\n

\u5982\u679c\u8aaaCheniere\u4ee3\u8868\u7a69\u5b9a\uff0c\u90a3\u9ebcVenture Global\u5247\u4ee3\u8868\u6210\u9577\u8207\u5f48\u6027\u3002\u8a72\u516c\u53f8\u8fd1\u671f\u5c0d\u8def\u6613\u65af\u5b89\u90a3\u5dde\u9805\u76ee\u4e8c\u671f\u505a\u51fa\u6700\u7d42\u6295\u8cc7\u6c7a\u5b9a\uff08FID\uff09\uff0c\u4e26\u9396\u5b9a\u8d8580\u5104\u7f8e\u5143\u878d\u8cc7\uff0c\u7e3d\u878d\u8cc7\u984d\u9054207\u5104\u7f8e\u5143\u3002\u5206\u6790\u5e2b\u9810\u671f\u6b64\u8209\u5c07\u4f7f\u5f97\u8a72\u516c\u53f8\u8d85\u8d8aCheniere\uff0c\u6210\u70ba\u7f8e\u570b\u6700\u5927\u7684LNG\u51fa\u53e3\u5546\u3002\u5927\u898f\u6a21\u7684\u65b0\u589e\u7522\u80fd\uff0c\u5c24\u5176\u662f\u5728\u7576\u524d\u9ad8\u50f9\u74b0\u5883\u4e0b\u7684\u6295\u7522\uff0c\u610f\u5473\u8457\u672a\u4f86\u7684\u76c8\u5229\u589e\u9577\u6f5b\u529b\u5de8\u5927\u3002<\/p>\n

3. Flex LNG Ltd. (FLNG): \u6d77\u4e0a\u904b\u8f38\u7684\u201c\u8ce3\u93df\u4eba”<\/h3>\n

\u7576\u6240\u6709\u4eba\u90fd\u5728\u95dc\u6ce8\u6c23\u9ad4\u672c\u8eab\u6642\uff0c\u904b\u8f38\u74b0\u7bc0\u7684\u74f6\u9838\u540c\u6a23\u4e0d\u5bb9\u5ffd\u8996\u3002\u7531\u65bc\u5929\u7136\u6c23\u9700\u51b7\u537b\u81f3\u96f6\u4e0b162\u651d\u6c0f\u5ea6\u904b\u8f38\uff0c\u5c08\u696d\u7684LNG\u904b\u8f38\u8239\u662f\u5168\u7403\u8cbf\u6613\u4e2d\u4e0d\u53ef\u6216\u7f3a\u537b\u4f9b\u7d66\u53d7\u9650\u7684\u4e00\u74b0\u3002Flex LNG\u904b\u71df\u8457\u4e00\u652f\u8f03\u70ba\u5e74\u8f15\u7684\u73fe\u4ee3\u5316\u8239\u968a\uff0c\u4e14\u5927\u90e8\u5206\u8239\u8236\u5df2\u7c3d\u6709\u9577\u671f\u79df\u7d04\u3002\u6b63\u5982\u5206\u6790\u5e2bVince Stanzione\u6240\u8a00\uff0c\u9019\u4f7f\u5f97\u8a72\u80a1\u6210\u70ba\u4e00\u500b\u201c\u9632\u79a6\u6027\u3001\u9ad8\u80a1\u606f”\u7684LNG\u822a\u904b\u6a19\u7684\u3002\u7d0410%\u7684\u80a1\u606f\u7387\u5728\u52d5\u76ea\u5e02\u4e2d\u6975\u5177\u5438\u5f15\u529b\uff0c\u800c\u5c11\u91cf\u73fe\u8ca8\u5e02\u5834\u7684\u655e\u53e3\u53c8\u4fdd\u7559\u4e86\u696d\u7e3e\u5f48\u6027\u3002<\/p>\n

\u7d9c\u4e0a\u6240\u8ff0\uff0c\u7121\u8ad6\u662f\u7d2e\u6839\u672c\u571f\u7684\u77f3\u6cb9\u751f\u7522\u5546\uff0c\u9084\u662f\u638c\u63a7\u6838\u5fc3\u7269\u6d41\u74b0\u7bc0\u7684LNG\u4f01\u696d\uff0c\u5b83\u5011\u90fd\u5728\u7576\u524d\u7684\u80fd\u6e90\u5371\u5c40\u4e2d\uff0c\u69cb\u7bc9\u4e86\u4e00\u9053\u7368\u7279\u7684\u201c\u4f9b\u7d66\u5b89\u5168”\u58c1\u58d8\u3002\u5c0d\u65bc\u6295\u8cc7\u8005\u800c\u8a00\uff0c\u9019\u6216\u8a31\u6b63\u662f\u5c0d\u6c96\u5b8f\u89c0\u98a8\u96aa\u3001\u4f48\u5c40\u80fd\u6e90\u8b8a\u5c40\u7684\u95dc\u9375\u6240\u5728\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u970d\u723e\u6728\u8332\u6d77\u5cfd\u7684\u98a8\u96f2\u7a81\u8b8a\uff0c\u4e0d\u50c5\u8b93\u5168\u7403\u6cb9\u50f9\u55c5\u5230\u4e86100\u7f8e\u5143\u7684\u6c23\u606f\uff0c\u66f4\u5728\u80fd\u6e90\u5e02\u5834\u4e0a\u6380\u8d77\u4e86\u4e00\u5834\u95dc\u65bc\u201c\u5b89\u5168” […]<\/p>\n","protected":false},"author":27,"featured_media":553415,"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":[2416,1788,589,568],"class_list":["post-626489","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","category-trends-strategies-zh-hant","tag-u-s-stocks-zh-hant","tag-1788","tag-589","tag-zh-hant-blog-tag-","sectors-oil-gas-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\/626489","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=626489"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/626489\/revisions"}],"predecessor-version":[{"id":626492,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/626489\/revisions\/626492"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/553415"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=626489"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=626489"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=626489"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}