BMO科技股双雄榜出炉：希捷、英伟达领衔成长惠普、戴尔霸榜价值

智通财经2025-06-27

智通财经APP获悉，BMO Capital Markets发表研报，根据关键的增长和价值指标，对科技板块个股进行了综合评级。核心指标涵盖：未来十二个月(NTM)每股收益增长率、NTM净资产收益率(ROE)、NTM市盈率(P/E)，以及NTM股息增长率和股息收益率。评估结果显示，希捷科技(STX.US)、英伟达(NVDA.US)与科磊(KLAC.US)在成长性维度表现最为突出;而惠普(HPQ.US)...

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href=http://www.zhitongcaijing.com/content/detail/1310747.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，BMO Capital Markets发表研报，根据关键的增长和价值指标，对科技板块个股进行了综合评级。核心指标涵盖：未来十二个月(NTM)每股收益增长率、NTM净资产收益率(ROE)、NTM市盈率(P/E)，以及NTM股息增长率和股息收益率。评估结果显示，希捷科技(STX.US)、英伟达(NVDA.US)与科磊(KLAC.US)在成长性维度表现最为突出;而惠普(HPQ.US)...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1310747.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0061475181.USD","symbol_name":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) 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lead growth, HP and Dell dominate the list of value","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/e32718c426711195a22f89bab4b18dce","symbols_score_info":{"BMO":1,"NVDU":0.6,"2NVD.UK":0.6,"03086":1,"NVDX":0.6,"NVDY":0.6,"TTTN":1,"NVDD":0.6,"NVD2.UK":0.6,"SNVD.UK":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVD3.UK":0.6,"STX":1,"NVD":0.6,"DELL":1,"NVDA":1,"NVIW.SI":0.6,"3NVD.UK":0.6,"HPQ":1},"content_text":"智通财经APP获悉，BMO Capital Markets发表研报，根据关键的增长和价值指标，对科技板块个股进行了综合评级。核心指标涵盖：未来十二个月(NTM)每股收益增长率、NTM净资产收益率(ROE)、NTM市盈率(P/E)，以及NTM股息增长率和股息收益率。评估结果显示，希捷科技(STX.US)、英伟达(NVDA.US)与科磊(KLAC.US)在成长性维度表现最为突出;而惠普(HPQ.US)、戴尔科技(DELL.US)和慧与科技(HPE.US)则位居价值榜前列。随着极端关税政策和相关言论带来的影响消退，科技板块迎来强势复苏，自4月8日低点以来累计涨幅达34%。年内迄今上涨7.8%，市场信心持续修复。首席投资策略师Brian G.Belski表示：“虽然反弹力度超乎预期，但板块能够收复年内失地完全在预料之中。尽管我们持续看好该板块未来12-18个月的表现……但需要强调的是，随着行情驱动因素从头部巨头领涨转向全面普涨，精选个股将成为制胜关键。”Belski特别指出，半导体板块正站在人工智能(AI)革命前沿，展现出卓越的成长潜力。该子行业近两年通过运营效率提升显著改善ROE水平，投资吸引力进一步增强。以下是基于NTM每股收益增长(权重50%)、长期增长率与NTM ROE(各占25%)评出的科技成长股TOP25：希捷科技、英伟达、科磊、泛林研究(LRCX.US)、第一太阳能(FSLR.US)、欧特克(ADSK.US)、财捷(INTU.US)、Palantir(PLTR.US)、甲骨文(ORCL.US)、Palo Alto Networks(PANW.US)、铿腾电子(CDNS.US)、Gen Digital(GEN.US)、AMD(AMD.US)、博通(AVGO.US)、高通(QCOM.US)、微软(MSFT.US)、西部数据(WDC.US)、Adobe(ADBE.US)、亚德诺(ADI.US)、Fair Isaac(FICO.US)、英特尔(INTC.US)、泰勒科技(TYL.US)、Arista Networks(ANET.US)、ServiceNow(NOW.US)、美光科技(MU.US)。以下是基于NTM P/E(权重50%)、NTM股息增长率与股息收益率(各占25%)评出的科技价值股TOP25：惠普、戴尔、慧与科技、高通、Gen Digital、思佳讯(SWKS.US)、美国网存(NTAP.US)、高知特(CTSH.US)、希捷科技、思科(CSCO.US)、恩智浦(NXPI.US)、泰科电子(TEL.US)、美光科技、应用材料(AMAT.US)、埃森哲(ACN.US)、康宁(GLW.US)、泛林研究、赛富时(CRM.US)、捷普科技(JBL.US)、瞻博网络(JNPR.US)、第一太阳能、西部数据、IBM(IBM.US)、摩托罗拉解决方案(MSI.US)、科磊。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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BMO科技股双雄榜出炉：希捷、英伟达领衔成长 惠普、戴尔霸榜价值

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BMO科技股双雄榜出炉：希捷、英伟达领衔成长惠普、戴尔霸榜价值