美股4月大反弹，头号牛股狂飙114%，这只巨头却惨跌24%

Barron's巴伦05-01

4月美股强势反弹，纳斯达克综合指数和标普500指数分别大涨15%和10%，均创下2020年以来最佳单月表现。科技股领涨4月行情，尤其是AI热潮背后的芯片及硬件供应商表现突出。看看本月标普500指数中表现最好与最差的个股，更能印证这一趋势。领涨股英特尔：4月大涨114%，成为4月标普500大盘成分股中的头号大牛股。投资者押注CPU（中央处理器）的增长前景，该部件已成为下一波AI浪潮不可或缺的关键。...

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20%。森特纳（Centene）：是前五名中唯一的非科技股，4月上涨64%。这家医疗管理机构一季度每股收益达3.37美元，远高于华尔街预期的2.23美元。公司与多个州政府签约负责医疗补助计划的运营管理，美国银行证券（BofA Securities）认为，随着风险保障池趋于稳定，该项业务未来数年将持续改善。落后股特许通信（Charter Communications）：4月下跌24%，成为标普 500 当月跌幅最大成分股。该股在 4 月 24 日单日暴跌，此后持续遭抛售。下跌导火索是公司披露一季度互联网用户流失规模超出预期，市场开始担忧固定无线宽带、光纤宽带业务带来的激烈竞争冲击。农机用品零售商Tractor Supply：4月下跌22%。这家销售牲畜饲料、割草机等产品的公司上周公布的第一季度盈利不及预期，并维持全年业绩指引不变，股价随之下滑。4月21日该股收跌12%，成为标普500指数当日表现最差的股票。医疗器械企业Insulet：因旗下Omnipod 5胰岛素输注系统召回范围持续扩大，4月股价下跌18%。4月10日，Insulet扩大了其3月份关于Omnipod 5的安全警报。发现某些批次产品存在内部管路撕裂，可能导致患者胰岛素输注不足。监管机构周三正式将其列为一级召回，已有476起严重伤害可能与该缺陷相关。耐克：4月下跌16%。公司月初股价大幅下跌，此后这家运动服饰零售商预测到年底销售额将出现低个位数百分比的下滑，股价继续走低。管理层提到中国需求疲软，并表示公司转型举措的进展慢于预期。埃帕姆系统（EPAM Systems）：同样下跌16%，位列跌幅前五。这只软件股因业内对AI颠覆的普遍担忧而受到打击，也是IT服务板块整体抛售潮的受害者。同行如HCL 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