今日值得研究

Cheap / 高增长 / GARP 三池优先 · 其它信号按类型分组 · 近 7 日

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Cheap估值质检池

营业利润率>0 · FCF>0 · 增速>-5% · PE≤12 / EV/EBITDA≤8 / P/FCF≤12 三取二

5家公司

SKMCheap

SK Telecom Co.,Ltd· Communication Services· Telecommunications Services

Cap

$13.4B

Price

34.80

P/E

61.2

P/S

1.1

FY rev

+7.9%

52w hi

-26.2%

研究

60d-8%

08-04Gainer+13.2%自 07-28 $30.73 → $34.80成交 $92M

WUCheap

The Western Union Company· Financial Services· Financial - Credit Services

Cap

$2.28B

Price

7.31

P/E

5.9

P/S

0.6

FY rev

+4.6%

52w hi

-29.4%

研究

60d-19%

08-04Gainer+11.7%$7.311d +11.7%成交 $246M

GCTCheap

GigaCloud Technology Inc.· Technology· Software - Infrastructure

Cap

$1.73B

Price

46.46

P/E

11.7

P/S

1.3

FY rev

—

52w hi

-10.4%

研究

60d+16%

08-04Gainer+10.1%自 07-30 $42.21 → $46.461m +36.3%成交 $26M

WENCheap

The Wendy's Company· Consumer Cyclical· Restaurants

Cap

$1.46B

Price

7.69

P/E

9.9

P/S

0.7

FY rev

+1.3%

52w hi

-29.1%

研究

60d+5%

08-04Gainer+10.0%自 07-24 $6.99 → $7.69成交 $39M

LDOSCheap

Leidos Holdings, Inc.· Technology· Information Technology Services

Cap

$16.4B

Price

130.60

P/E

12.1

P/S

0.9

FY rev

+5.6%

52w hi

-36.5%

研究

60d+0%

08-04Gainer+10.0%$130.601d +10.0%成交 $369M

高增长成长质检池

毛利率 ≥20% · 下一财年共识营收增速 >30%

35家公司

AMD高增长

Advanced Micro Devices, Inc.· Technology· Semiconductors

Cap

$845.6B

Price

518.58

P/E

131.3

P/S

20.5

FY rev

+47.3%

52w hi

-11.3%

研究

60d+14%

Q2 2026: rev YoY +50%, gross profit YoY +103% (accelerating)

Q2 2026Rev YoY +0.5%GP YoY +1.0%加速8-K 2026-08-04

LMND高增长

Lemonade, Inc.· Financial Services· Insurance - Property & Casualty

Cap

$4.16B

Price

54.11

P/E

—

P/S

4.5

FY rev

+65.8%

52w hi

-45.8%

研究

60d-2%

Q2 2026: rev YoY +67%, gross profit YoY +84% (accelerating)

Q2 2026Rev YoY +0.7%GP YoY +0.8%加速10-Q 2026-08-04

PLTR高增长

Palantir Technologies Inc.· Technology· Software - Infrastructure

Cap

$373.5B

Price

162.66

P/E

129.1

P/S

60.7

FY rev

+76.6%

52w hi

-21.6%

研究

60d+18%

08-04Gainer+25.8%自 07-02 $129.30 → $162.661d +29.4%1w +31.7%成交 $28.0B

LIFE高增长

Ethos Technologies Inc.· Financial Services· Insurance - Life

Cap

$1.75B

Price

27.65

P/E

—

P/S

3.0

FY rev

+41.5%

52w hi

-14.9%

研究

60d-7%

08-04Gainer+21.1%自 08-03 $22.83 → $27.651d +21.1%1w +47.1%1m +42.4%成交 $147M

ALAB高增长

Astera Labs, Inc. Common Stock· Technology· Semiconductors

Cap

$62.0B

Price

361.67

P/E

166.7

P/S

51.6

FY rev

+87.9%

52w hi

-27.6%

研究

60d+81%

08-04Gainer+20.7%自 07-30 $299.69 → $361.671d +12.7%1w +39.0%成交 $3.5B

TER高增长

Teradyne, Inc.· Technology· Semiconductors

Cap

$63.2B

Price

403.56

P/E

55.1

P/S

14.2

FY rev

+47.3%

52w hi

-17.3%

研究

60d+12%

08-04Gainer+20.6%自 07-27 $334.77 → $403.561d +10.3%1w +25.9%成交 $1.6B

AEHR高增长

Aehr Test Systems· Technology· Semiconductors

Cap

$3.58B

Price

109.89

P/E

—

P/S

70.4

FY rev

+152.5%

52w hi

-13.2%

研究

60d+13%

08-04Gainer+19.8%自 08-03 $91.71 → $109.891d +19.8%1w +57.0%1m +51.9%成交 $377M

AAOI高增长

Applied Optoelectronics, Inc.· Technology· Semiconductors

Cap

$10.6B

Price

131.63

P/E

—

P/S

20.8

FY rev

+129.8%

52w hi

-43.7%

研究

60d-12%

08-04Gainer+19.4%自 08-03 $110.21 → $131.631d +19.4%1w +49.3%成交 $2.7B

FIG高增长

Figma, Inc.· Technology· Software - Application

Cap

$13.2B

Price

27.12

P/E

—

P/S

11.4

FY rev

+37.3%

52w hi

-70.4%

研究

60d+31%

08-04Gainer+18.2%自 07-27 $22.94 → $27.12成交 $583M

LIF高增长

Life360, Inc.· Technology· Software - Application

Cap

$5.18B

Price

63.97

P/E

30.1

P/S

9.2

FY rev

+38.2%

52w hi

-43.2%

研究

60d+45%

08-04Gainer+15.7%自 07-29 $55.29 → $63.971d +13.6%成交 $63M

RKLB高增长

Rocket Lab USA, Inc.· Industrials· Aerospace & Defense

Cap

$43.1B

Price

74.48

P/E

—

P/S

63.4

FY rev

+53.0%

52w hi

-50.7%

研究

60d-29%

08-04Gainer+15.2%自 07-30 $64.68 → $74.48成交 $1.3B

BW高增长

Babcock & Wilcox Enterprises, Inc.· Industrials· Industrial - Machinery

Cap

$1.16B

Price

10.14

P/E

—

P/S

1.7

FY rev

+49.7%

52w hi

-54.0%

研究

60d-30%

08-04Gainer+14.8%自 07-28 $8.83 → $10.14成交 $25M

IONQ高增长

IonQ, Inc. WT· Technology· Computer Hardware

Cap

$15.6B

Price

41.72

P/E

463.6

P/S

83.2

FY rev

+145.0%

52w hi

-50.7%

研究

60d-15%

08-04Gainer+14.5%自 07-31 $36.44 → $41.721w +23.1%成交 $864M

INOD高增长

Innodata Inc.· Technology· Information Technology Services

Cap

$2.29B

Price

70.21

P/E

57.1

P/S

8.1

FY rev

+43.5%

52w hi

-43.9%

研究

60d-17%

08-04Gainer+14.3%自 07-22 $61.41 → $70.211d +11.0%1w +22.0%成交 $134M

FORM高增长

FormFactor, Inc.· Technology· Semiconductors

Cap

$9.38B

Price

120.30

P/E

81.3

P/S

10.4

FY rev

+23.8%

52w hi

-24.9%

研究

60d-19%

08-04Gainer+14.2%自 07-30 $105.38 → $120.301d +10.6%1w +36.4%成交 $252M

AMPX高增长

Kensington Capital Acquisition Corp. IV· Financial Services· Shell Companies

Cap

$1.53B

Price

10.81

P/E

—

P/S

14.0

FY rev

+86.8%

52w hi

-55.4%

研究

60d-35%

08-04Gainer+14.2%自 07-30 $9.47 → $10.81成交 $71M

AGX高增长

Argan, Inc.· Industrials· Engineering & Construction

Cap

$8.66B

Price

617.68

P/E

53.1

P/S

8.3

FY rev

+36.2%

52w hi

-23.3%

研究

60d-9%

08-04Gainer+13.8%自 07-27 $542.52 → $617.68成交 $146M

RDDT高增长

Reddit, Inc.· Communication Services· Internet Content & Information

Cap

$30.8B

Price

159.92

P/E

33.9

P/S

10.7

FY rev

+50.6%

52w hi

-43.5%

研究

60d+3%

08-04Gainer+13.7%自 07-31 $140.67 → $159.92成交 $880M

ATEX高增长

Anterix Inc.· Communication Services· Telecommunications Services

Cap

$2.07B

Price

106.35

P/E

21.9

P/S

319.0

FY rev

+203.1%

52w hi

-5.9%

研究

60d+90%

08-04Gainer+13.1%自 07-24 $94.00 → $106.351d +11.2%成交 $27M

BRUN高增长

Boost Run Inc. Warrant

Cap

$1.81B

Price

22.41

P/E

517.7

P/S

97.7

FY rev

+532.2%

52w hi

-46.6%

研究

60d-13%

08-04Gainer+12.9%自 07-30 $19.85 → $22.411w +34.3%1m -30.6%成交 $26M

OUST高增长

Ouster, Inc.· Technology· Hardware, Equipment & Parts

Cap

$3.05B

Price

47.84

P/E

—

P/S

16.4

FY rev

+48.7%

52w hi

-25.0%

研究

60d+90%

08-04Gainer+12.6%自 08-03 $42.48 → $47.841d +12.6%1w +41.1%成交 $170M

INIO高增长

INNIO N.V. Ordinary Shares· Industrials· Industrial - Machinery

Cap

$20.5B

Price

27.35

P/E

—

P/S

12.8

FY rev

+35.5%

52w hi

-36.3%

研究

60d-18%

08-04Gainer+12.1%自 07-30 $24.39 → $27.35成交 $179M

CBRS高增长★ 收藏

Cerebras Systems Inc.· Technology· Semiconductors

Cap

$51.5B

Price

227.15

P/E

227.2

P/S

302.4

FY rev

+68.9%

52w hi

-32.9%

研究

60d-23%

08-04Gainer+11.9%自 07-30 $203.07 → $227.15成交 $1.2B

APLD高增长

Applied Digital Corporation· Technology· Information Technology Services

Cap

$9.00B

Price

31.27

P/E

—

P/S

14.7

FY rev

+92.4%

52w hi

-38.4%

研究

60d-24%

08-04Gainer+11.8%自 07-30 $27.97 → $31.27成交 $648M

SEZL高增长

Sezzle Inc.· Financial Services· Financial - Credit Services

Cap

$5.96B

Price

177.23

P/E

41.0

P/S

12.4

FY rev

+33.3%

52w hi

-9.0%

研究

60d+84%

08-04Gainer+11.5%自 07-23 $159.01 → $177.23成交 $93M

SPCX高增长

Space Exploration Technologies Corp.· Industrials· Aerospace & Defense

Cap

$1638.8B

Price

125.33

P/E

—

P/S

287.3

FY rev

+101.8%

52w hi

-44.5%

研究

60d-7%

08-04Gainer+11.3%自 07-29 $112.55 → $125.33成交 $14.2B

GENI高增长

Genius Sports Limited· Communication Services· Internet Content & Information

Cap

$2.08B

Price

8.08

P/E

—

P/S

2.9

FY rev

+50.0%

52w hi

-41.2%

研究

60d+84%

08-04Gainer+11.1%自 07-27 $7.27 → $8.081d +14.3%成交 $136M

AEVA高增长

Aeva Technologies, Inc.· Consumer Cyclical· Auto - Parts

Cap

$1.38B

Price

20.43

P/E

—

P/S

65.8

FY rev

+92.4%

52w hi

-34.7%

研究

60d+51%

08-04Gainer+11.0%自 08-03 $18.41 → $20.431d +11.0%1w +39.0%成交 $26M

FIGR高增长

Figure Technology Solutions, Inc. Class A Common Stock· Financial Services· Financial - Capital Markets

Cap

$5.05B

Price

27.64

P/E

35.4

P/S

8.1

FY rev

+56.8%

52w hi

-64.6%

研究

60d-27%

08-04Gainer+10.7%自 07-29 $24.97 → $27.64成交 $83M

ASTS高增长

AST SpaceMobile, Inc.· Technology· Communication Equipment

Cap

$28.6B

Price

70.31

P/E

—

P/S

458.8

FY rev

+172.1%

52w hi

-47.4%

研究

60d-6%

08-04Gainer+10.7%自 08-03 $63.52 → $70.311d +10.7%1w +24.3%成交 $1.3B

CIEN高增长

Ciena Corporation· Technology· Communication Equipment

Cap

$58.2B

Price

411.13

P/E

133.1

P/S

10.4

FY rev

+34.5%

52w hi

-35.5%

研究

60d-25%

08-04Gainer+10.5%自 07-30 $372.07 → $411.13成交 $741M

SITM高增长

SiTime Corporation· Technology· Semiconductors

Cap

$15.4B

Price

583.06

P/E

—

P/S

40.5

FY rev

+102.0%

52w hi

-35.3%

研究

60d-30%

08-04Gainer+10.5%自 07-30 $527.87 → $583.06成交 $266M

RDW高增长

Redwire Corporation· Industrials· Aerospace & Defense

Cap

$2.54B

Price

10.63

P/E

—

P/S

6.8

FY rev

+43.3%

52w hi

-60.1%

研究

60d-4%

08-04Gainer+10.3%自 08-03 $9.64 → $10.631d +10.3%1w +24.0%成交 $188M

BE高增长

Bloom Energy Corporation· Industrials· Electrical Equipment & Parts

Cap

$67.2B

Price

228.11

P/E

272.9

P/S

21.6

FY rev

+112.4%

52w hi

-35.1%

研究

60d-13%

08-04Gainer+10.1%自 07-30 $207.12 → $228.111w +36.7%成交 $3.7B

COHU高增长

Cohu, Inc.· Technology· Semiconductors

Cap

$2.49B

Price

52.84

P/E

—

P/S

4.8

FY rev

+23.4%

52w hi

-29.2%

研究

60d+7%

08-04Gainer+10.1%自 07-31 $47.99 → $52.841w +24.4%成交 $52M

GARP中速增长·估值合理

增速 10~30% · (毛利率≥20% 或营业利润率≥8%) 且 FCF>0 · PE≤20 / EV/EBITDA≤12 / P/FCF≤20 三取二

20家公司

APO-PAGARP

Apollo Global Management, Inc.· Financial Services· Asset Management - Global

Cap

$176.3B

Price

157.42

P/E

39.3

P/S

2.6

FY rev

+26.2%

52w hi

+0.0%

研究

60d+130%

08-04Gainer+151.0%$157.421w +148.7%1m +151.0%成交 $11M

APPSGARP

Digital Turbine, Inc.· Technology· Software - Application

Cap

$1.15B

Price

9.51

P/E

—

P/S

1.9

FY rev

+15.5%

52w hi

-30.1%

研究

60d+135%

Q1 2027: rev YoY +27%, gross profit YoY +147%

Q1 2027Rev YoY +0.3%GP YoY +1.5%8-K 2026-08-04

MQGARP

Marqeta, Inc.· Technology· Software - Infrastructure

Cap

$1.75B

Price

17.94

P/E

189.2

P/S

2.6

FY rev

+14.2%

52w hi

-36.3%

研究

60d+8%

小市值科技公司，高管变动可能影响市场信心，具体需原文确认是否核心职位。

exec changeneutralmateriality 558-K 2026-08-04

OKEGARP

ONEOK, Inc.· Energy· Oil & Gas Midstream

Cap

$55.2B

Price

87.65

P/E

15.1

P/S

1.4

FY rev

+11.6%

52w hi

-8.8%

研究

60d+3%

Q2 2026: rev YoY +53%, gross profit YoY +11% (accelerating)

Q2 2026Rev YoY +0.5%GP YoY +0.1%加速10-Q 2026-08-04

FSLYGARP

Fastly, Inc.· Technology· Software - Application

Cap

$3.90B

Price

24.95

P/E

—

P/S

6.0

FY rev

+17.2%

52w hi

-28.3%

研究

60d+22%

08-04Gainer+36.7%$24.951m +36.7%成交 $165M

ZBRAGARP

Zebra Technologies Corporation· Technology· Communication Equipment

Cap

$17.6B

Price

368.83

P/E

34.5

P/S

3.0

FY rev

+12.5%

52w hi

-0.3%

研究

60d+63%

08-04Gainer+36.5%$368.831d +26.5%1w +29.7%1m +36.5%成交 $959M

AEISGARP

Advanced Energy Industries, Inc.· Industrials· Electrical Equipment & Parts

Cap

$13.0B

Price

341.39

P/E

59.1

P/S

0.0

FY rev

+27.9%

52w hi

-14.1%

研究

60d-4%

08-04Gainer+24.9%自 07-28 $273.42 → $341.391d +15.2%1w +24.9%成交 $590M

WIXGARP

Wix.com Ltd.· Technology· Software - Infrastructure

Cap

$3.72B

Price

66.78

P/E

—

P/S

1.8

FY rev

—

52w hi

-65.0%

研究

60d-17%

08-04Gainer+18.5%自 07-27 $56.34 → $66.781d +17.5%1m +33.0%成交 $235M

HIMXGARP

Himax Technologies, Inc.· Technology· Semiconductors

Cap

$2.47B

Price

14.18

P/E

77.2

P/S

3.0

FY rev

+12.6%

52w hi

-43.5%

研究

60d-20%

08-04Gainer+18.4%自 07-28 $11.98 → $14.181d +10.9%成交 $36M

DAVEGARP

Dave Inc.· Technology· Software - Application

Cap

$5.77B

Price

429.26

P/E

25.7

P/S

9.5

FY rev

+29.8%

52w hi

-6.3%

研究

60d+67%

08-04Gainer+15.2%自 07-31 $372.69 → $429.26成交 $146M

PLPCGARP

Preformed Line Products Company· Industrials· Electrical Equipment & Parts

Cap

$2.07B

Price

423.60

P/E

47.5

P/S

2.8

FY rev

+14.2%

52w hi

-0.6%

研究

60d+22%

08-04Gainer+15.0%自 07-30 $368.46 → $423.601d +18.3%1w +42.6%成交 $52M

STUBGARP

StubHub Holdings, Inc.· Technology· Software - Application

Cap

$3.32B

Price

9.46

P/E

—

P/S

1.8

FY rev

+13.3%

52w hi

-66.1%

研究

60d+23%

08-04Gainer+14.7%自 07-24 $8.25 → $9.461m -30.9%成交 $34M

SNAPGARP

Snap Inc.· Communication Services· Internet Content & Information

Cap

$9.74B

Price

5.79

P/E

—

P/S

1.5

FY rev

+13.2%

52w hi

-37.6%

研究

60d-5%

08-04Gainer+14.7%自 08-03 $5.05 → $5.791d +14.9%1w +21.4%成交 $512M

BOBSGARP

Bob's Discount Furniture, Inc.· Consumer Cyclical· Specialty Retail

Cap

$2.42B

Price

18.52

P/E

54.5

P/S

2.0

FY rev

+10.2%

52w hi

-21.2%

研究

60d+36%

08-04Gainer+14.5%自 06-26 $16.18 → $18.52成交 $21M

AMSCGARP

American Superconductor Corporation· Industrials· Industrial - Machinery

Cap

$1.62B

Price

33.45

P/E

10.9

P/S

5.4

FY rev

+22.8%

52w hi

-52.5%

研究

60d-39%

08-04Gainer+13.6%自 07-30 $29.45 → $33.45成交 $28M

AMPLGARP

Amplitude, Inc.· Technology· Software - Application

Cap

$1.31B

Price

9.88

P/E

—

P/S

3.7

FY rev

+17.1%

52w hi

-31.8%

研究

60d+55%

08-04Gainer+11.1%自 07-29 $8.89 → $9.88成交 $18M

CALXGARP

Calix, Inc.· Technology· Software - Application

Cap

$2.49B

Price

39.47

P/E

50.0

P/S

2.2

FY rev

+19.3%

52w hi

-44.6%

研究

60d-9%

08-04Gainer+11.0%自 07-29 $35.55 → $39.47成交 $37M

BLZEGARP

Backblaze, Inc.· Technology· Software - Infrastructure

Cap

$1.19B

Price

19.79

P/E

—

P/S

6.0

FY rev

+11.4%

52w hi

-17.5%

研究

60d+165%

08-04Gainer+11.0%自 07-09 $17.83 → $19.791d +26.9%1w +64.0%成交 $232M

MIRGARP

Mirion Technologies, Inc.· Industrials· Industrial - Machinery

Cap

$3.93B

Price

16.17

P/E

163.3

P/S

3.8

FY rev

+22.8%

52w hi

-46.6%

研究

60d-15%

08-04Gainer+11.0%自 07-29 $14.57 → $16.17成交 $72M

QTWOGARP

Q2 Holdings, Inc.· Technology· Software - Application

Cap

$3.99B

Price

63.98

P/E

43.2

P/S

4.7

FY rev

+11.2%

52w hi

-24.9%

研究

60d+28%

08-04Gainer+10.0%自 07-27 $58.15 → $63.98成交 $52M

其它信号

110 家未过筛 · 按信号类型分组

价格异动100

展开加载价格异动。

催化剂 8-K14

REZI

Resideo Technologies, Inc.· Industrials· Security & Protection Services

Cap

$3.96B

Price

26.17

P/E

—

P/S

0.5

FY rev

+4.1%

52w hi

-42.2%

研究

60d-34%

1.01+2.01+5.02，含收购/处置完成，重大事件，需读原文确认交易性质与金额，材料性高。

m and aneutralmateriality 858-K 2026-08-04

GFF

Griffon Corporation· Industrials· Conglomerates

Cap

$4.29B

Price

93.58

P/E

131.8

P/S

1.8

FY rev

-26.0%

52w hi

-4.9%

研究

60d+6%

2.01完成资产收购/处置，对40亿市值公司为重大事件，需读原文确认标的与对价。

m and aneutralmateriality 808-K 2026-08-04

PWR

Quanta Services, Inc.· Industrials· Engineering & Construction

Cap

$104.2B

Price

693.00

P/E

78.4

P/S

3.2

FY rev

+24.5%

52w hi

-12.1%

研究

60d-7%

1.01重大协议，工程类，可能为合同或交易，方向未明，需读原文确认规模，材料性中等。

contractneutralmateriality 708-K 2026-08-04

NTNX

Nutanix, Inc.· Technology· Software - Infrastructure

Cap

$16.6B

Price

61.50

P/E

60.3

P/S

6.0

FY rev

+13.1%

52w hi

-25.4%

研究

60d+34%

2.05退出/处置成本，通常涉及裁员重组，对盈利偏空，需读原文确认成本规模。

restructuringbearishmateriality 708-K 2026-08-04

GVA

Granite Construction Incorporated· Industrials· Engineering & Construction

Cap

$5.34B

Price

122.11

P/E

—

P/S

1.1

FY rev

+19.5%

52w hi

-24.6%

研究

60d-14%

1.01订立及1.02终止重大协议，净影响待估，需读原文，材料性中等偏高。

contractneutralmateriality 658-K 2026-08-04

HLMN

Hillman Solutions Corp.· Industrials· Manufacturing - Tools & Accessories

Cap

$1.87B

Price

9.51

P/E

43.6

P/S

1.2

FY rev

+6.3%

52w hi

-12.4%

研究

60d+21%

1.01重大协议，市值约19亿美元，协议可能影响显著，方向与规模需原文确认。

contractneutralmateriality 588-K 2026-08-04

MARA

Marathon Digital Holdings, Inc.· Financial Services· Financial - Capital Markets

Cap

$4.48B

Price

11.75

P/E

—

P/S

5.2

FY rev

-11.4%

52w hi

-49.9%

研究

60d-9%

中型成长股高管变动可能影响股价，但类型方向不明，需读原文确认是否为核心职位。

exec changeneutralmateriality 558-K 2026-08-04

PNW

Pinnacle West Capital Corporation· Utilities· Regulated Electric

Cap

$12.3B

Price

101.45

P/E

19.1

P/S

2.2

FY rev

+4.2%

52w hi

-8.7%

研究

60d+2%

市值百亿美元公用事业，1.01协议相对体量一般，仍须读原文确认性质与金额。

contractneutralmateriality 558-K 2026-08-04

FLR

Fluor Corporation· Industrials· Engineering & Construction

Cap

$7.20B

Price

51.54

P/E

25.0

P/S

0.5

FY rev

+2.3%

52w hi

-5.9%

研究

60d+19%

中市值工程公司，高管变动可能影响项目执行，需确认是否CEO/CFO变更。

exec changeneutralmateriality 508-K 2026-08-04

LUMN

Lumen Technologies, Inc.· Communication Services· Telecommunications Services

Cap

$6.91B

Price

6.71

P/E

—

P/S

0.6

FY rev

-11.1%

52w hi

-43.8%

研究

60d-21%

中市值电信公司，高管变动或涉战略调整，方向未知，需读原文。

exec changeneutralmateriality 508-K 2026-08-04

PFS

Provident Financial Services, Inc.· Financial Services· Banks - Regional

Cap

$3.29B

Price

25.28

P/E

10.5

P/S

2.3

FY rev

+6.5%

52w hi

-0.8%

研究

60d+13%

区域银行高管变动可能影响经营，但常规性较高，需读原文确认职位。

exec changeneutralmateriality 508-K 2026-08-04

WOLF

Wolfspeed, Inc.· Technology· Semiconductors

Cap

$1.41B

Price

27.06

P/E

—

P/S

2.0

FY rev

-13.6%

52w hi

-66.5%

研究

60d-42%

5.02高管/董事变动，中小市值半导体公司，事件可能影响公司治理与股价，需读原文确认是否核心高管离职。

exec changeneutralmateriality 658-K 2026-07-29

ENTG

Entegris, Inc.· Technology· Semiconductors

Cap

$22.0B

Price

144.56

P/E

72.3

P/S

6.6

FY rev

+8.7%

52w hi

-22.7%

研究

60d-3%

5.02高管变动，公司市值较大，同类事件相对影响有限，但仍需读原文确认变动岗位及补偿安排。

exec changeneutralmateriality 558-K 2026-07-29

NPKI

NPK International Inc.· Energy· Oil & Gas Equipment & Services

Cap

$1.16B

Price

13.61

P/E

29.8

P/S

3.8

FY rev

+17.2%

52w hi

-17.5%

研究

60d-9%

小型油服公司，高管变动对市值影响大，需读原文确认，方向不明。

exec changeneutralmateriality 708-K 2026-07-28

基本面4

MPC

Marathon Petroleum Corporation· Energy· Oil & Gas Refining & Marketing

Cap

$91.3B

Price

312.61

P/E

10.8

P/S

0.6

FY rev

+15.9%

52w hi

-4.3%

研究

60d+28%

Q2 2026: rev YoY +54%, gross profit YoY +199% (accelerating)

Q2 2026Rev YoY +0.5%GP YoY +2.0%加速10-Q 2026-08-04

NRG

NRG Energy, Inc.· Utilities· Independent Power Producers

Cap

$24.7B

Price

117.04

P/E

30.6

P/S

0.7

FY rev

+17.4%

52w hi

-38.4%

研究

60d-15%

Q2 2026: rev YoY +64%, gross profit YoY +45% (accelerating)

Q2 2026Rev YoY +0.6%GP YoY +0.4%加速10-Q 2026-08-04

PWR

Quanta Services, Inc.· Industrials· Engineering & Construction

Cap

$104.2B

Price

693.00

P/E

78.4

P/S

3.2

FY rev

+24.5%

52w hi

-12.1%

研究

60d-7%

Q2 2026: rev YoY +41%, gross profit YoY +73% (accelerating)

Q2 2026Rev YoY +0.4%GP YoY +0.7%加速10-Q 2026-07-30

BELFB

Bel Fuse Inc.· Technology· Hardware, Equipment & Parts

Cap

$3.64B

Price

300.64

P/E

75.2

P/S

4.9

FY rev

+20.5%

52w hi

-10.3%

研究

60d+1%

Q2 2026: rev YoY +25%, gross profit YoY +29% (accelerating)

Q2 2026Rev YoY +0.3%GP YoY +0.3%加速8-K 2026-07-29

资金流0

该分类下暂无未过筛信号。

叙事0

该分类下暂无未过筛信号。

信号全量 300 · Cheap 12 · 高增长 53 · 未过筛 200 · 点 ticker 进入公司页研究