<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/11/task_01k9hrdmtsft8bzxxervbwqgqh_1762606470_img_0.webp?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/11/task_01k9hrdmtsft8bzxxervbwqgqh_1762606470_img_0.webp"/></p>
<p>美国银行已识别出几只股票，认为它们在最新的财报季后处于良好位置，指出多个行业的强劲基本面和吸引人的入场点。</p>
<p>这家华尔街投资银行提到的公司包括 Palantir Technologies、Wayfair、Intapp、Diamondback Energy 和 AerCap Holdings，称它们是突出的投资机会。</p>
<h2>Palantir：乘风而起的人工智能浪潮</h2>
<p>美国银行继续将 Palantir Technologies 视为快速增长的人工智能平台需求的主要受益者。</p>
<p>该公司强调了其在人工智能驱动的软件市场中的 “主导地位”，指出其独特的端到端解决方案将本体驱动的数据组织与高度安全的基础设施相结合。</p>
<p>分析师表示，Palantir 在政府和商业市场的强大立足点为其提供了显著的竞争优势。</p>
<p>该公司预计，随着各行业人工智能的加速采用，Palantir 将在中期内实现 “强劲的盈利增长”。</p>
<h2>Wayfair：在周期性行业中加速市场份额增长</h2>
<p>Wayfair 在最新的季度报告后给美国银行分析师留下了深刻印象，该公司将其股票评级从 “中性” 上调至 “买入”。</p>
<p>分析师 Michael McGovern 将这家在线家居用品公司形容为 “全面开火”，指出市场份额增长加速和利润率改善。</p>
<p>尽管该公司在一个明显周期性的行业中运营，且仍处于三年的低谷，但该公司认为这是投资者在未来住房市场复苏前的理想入场点。</p>
<p>美国银行还将 Wayfair 的目标股价从 86 美元上调至 130 美元。</p>
<p>McGovern 补充说，Wayfair 有望在 “高度可杠杆的费用基础上实现强劲的市场份额增长和盈利增长”。</p>
<p>截至目前，股价已上涨 142%。</p>
<h2>AerCap Holdings：飞机租赁的 “黄金时代” 领军者</h2>
<p>美国银行对 AerCap Holdings 持乐观态度，这是一家全球最大的飞机租赁公司。</p>
<p>分析师 Ronald Epstein 呼吁投资者 “迅速买入股票”，称该公司的飞机、发动机和现金组合是其主要优势。</p>
<p>Epstein 将 AerCap 的目标股价从 130 美元上调至 150 美元，指出航空业持续的供应限制提升了 AerCap 资产的价值。</p>
<p>“发动机和飞机的供应限制持续存在，使得 AER 的高质量组合和快速高效移动资产的专业知识极具价值，” 他写道。</p>
<p>该公司还强调了 AerCap 强大的资本部署策略，称其产品与同行相比 “具有差异化”。</p>
<p>截至目前，股价已上涨近 39%。</p>
<h2>Intapp：被低估的云计算 SaaS 玩家</h2>
<p>在报告连续第二个季度的云年经常性收入（ARR）增长加速后，Intapp 也获得了美国银行的信任投票。</p>
<p>分析师 Koji Ikeda 称赞该公司为金融和专业服务提供的 “精细调校平台”，称其在竞争激烈的 SaaS 领域中具有高度差异化。</p>
<p>尽管该股今年下跌了 40%，但该公司维持了 “买入” 评级，并将目标股价从 75 美元上调至 76 美元，呼吁投资者 “买入低点”。</p>
<p>Ikeda 表示，Intapp 有潜力通过其 SaaS 应用程序 “颠覆并获取目标垂直市场的份额”。</p>
<h2>Diamondback Energy：创纪录回购的顶级石油选择</h2>
<p>美国银行重申了对 Diamondback Energy 的乐观态度，称其为 “顶级大盘石油选择”。</p>
<p>该公司强调了其强劲的自由现金流和在 “美丽的大法案” 下的近期税收优势。</p>
<p>Diamondback 最近进行了历史上最大的回购，回购了 430 万股，耗资 6.03 亿美元。</p>
<p>美国银行分析师表示，该公司的财务纪律和股东回报突显了其强劲的基本面，使其在勘探和生产同行中处于良好位置。</p>
<p>本文《美国银行强调 5 只财报后可能上涨的股票》首发于 Invezz。</p>

Aercap飞机租赁

美国银行

Diamondback能源

INTA

PLTR

<p>美国银行已识别出五只在财报发布后有望增长的股票：Palantir Technologies、Wayfair、Intapp、Diamondback Energy 和 AerCap Holdings。预计 Palantir 将受益于人工智能需求，而 Wayfair 显示出强劲的市场份额增长。AerCap 因其飞机租赁实力而受到关注，Intapp 则因其云业务的增长势头而被看好，Diamondback 则因其强劲的自由现金流和创纪录的回购而受到青睐。分析师根据这些公司的基本面和市场地位，推荐这些股票作为有吸引力的投资机会</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/11/task_01k9hrdmtsft8bzxxervbwqgqh_1762606470_img_0.webp" alt="" original-src="https://invezz.com/wp-content/uploads/2025/11/task_01k9hrdmtsft8bzxxervbwqgqh_1762606470_img_0.webp"/></p>
<p>Bank of America has identified several stocks that it believes are well-positioned following the latest earnings season, citing strong fundamentals and attractive entry points across multiple sectors.</p>
<div class="lb-trans"><p>美国银行已识别出几只股票，认为它们在最新的财报季后处于良好位置，指出多个行业的强劲基本面和吸引人的入场点。</p>
</div><p>The Wall Street investment bank named companies such as Palantir Technologies, Wayfair, Intapp, Diamondback Energy, and AerCap Holdings as standout opportunities.</p>
<div class="lb-trans"><p>这家华尔街投资银行提到的公司包括 Palantir Technologies、Wayfair、Intapp、Diamondback Energy 和 AerCap Holdings，称它们是突出的投资机会。</p>
</div><h2>Palantir: riding the AI wave</h2>
<div class="lb-trans"><h2>Palantir：乘风而起的人工智能浪潮</h2>
</div><p>Bank of America continues to see Palantir Technologies as a key beneficiary of the rapidly expanding demand for artificial intelligence platforms.</p>
<div class="lb-trans"><p>美国银行继续将 Palantir Technologies 视为快速增长的人工智能平台需求的主要受益者。</p>
</div><p>The firm highlighted the company’s “dominant position in the AI-powered software market,” noting its differentiated, end-to-end solutions that combine ontology-driven data organization with highly secure infrastructure.</p>
<div class="lb-trans"><p>该公司强调了其在人工智能驱动的软件市场中的 “主导地位”，指出其独特的端到端解决方案将本体驱动的数据组织与高度安全的基础设施相结合。</p>
</div><p>According to analysts, Palantir’s strong foothold in both government and commercial markets gives it a significant competitive edge.</p>
<div class="lb-trans"><p>分析师表示，Palantir 在政府和商业市场的强大立足点为其提供了显著的竞争优势。</p>
</div><p>The firm expects the company to deliver “strong profitable growth in the midterm” as AI adoption accelerates across sectors.</p>
<div class="lb-trans"><p>该公司预计，随着各行业人工智能的加速采用，Palantir 将在中期内实现 “强劲的盈利增长”。</p>
</div><h2>Wayfair: accelerating share gains in a cyclical industry</h2>
<div class="lb-trans"><h2>Wayfair：在周期性行业中加速市场份额增长</h2>
</div><p>Wayfair has impressed Bank of America analysts following its latest quarterly report, with the firm upgrading the stock to “buy” from “neutral.”</p>
<div class="lb-trans"><p>Wayfair 在最新的季度报告后给美国银行分析师留下了深刻印象，该公司将其股票评级从 “中性” 上调至 “买入”。</p>
</div><p>Analyst Michael McGovern described the online home furnishing company as “firing on all cylinders,” citing accelerating market share gains and improving margins.</p>
<div class="lb-trans"><p>分析师 Michael McGovern 将这家在线家居用品公司形容为 “全面开火”，指出市场份额增长加速和利润率改善。</p>
</div><p>Despite operating in a notably cyclical industry still in a three-year trough, the firm sees this as an ideal entry point for investors ahead of an eventual housing market recovery.</p>
<div class="lb-trans"><p>尽管该公司在一个明显周期性的行业中运营，且仍处于三年的低谷，但该公司认为这是投资者在未来住房市场复苏前的理想入场点。</p>
</div><p>Bank of America also raised its price target for Wayfair to $130 per share from $86.</p>
<div class="lb-trans"><p>美国银行还将 Wayfair 的目标股价从 86 美元上调至 130 美元。</p>
</div><p>McGovern added that Wayfair is positioned to deliver “strong share gains and earnings growth on a highly leverageable expense base.”</p>
<div class="lb-trans"><p>McGovern 补充说，Wayfair 有望在 “高度可杠杆的费用基础上实现强劲的市场份额增长和盈利增长”。</p>
</div><p>Shares have surged 142% year to date.</p>
<div class="lb-trans"><p>截至目前，股价已上涨 142%。</p>
</div><h2>AerCap Holdings: a leader in the ‘golden age’ of aircraft leasing</h2>
<div class="lb-trans"><h2>AerCap Holdings：飞机租赁的 “黄金时代” 领军者</h2>
</div><p>Bank of America remains bullish on AerCap Holdings, the world’s largest aircraft leasing company.</p>
<div class="lb-trans"><p>美国银行对 AerCap Holdings 持乐观态度，这是一家全球最大的飞机租赁公司。</p>
</div><p>Analyst Ronald Epstein urged investors to “buy shares in a hurry,” calling the company’s portfolio of aircraft, engines, and cash a major strength.</p>
<div class="lb-trans"><p>分析师 Ronald Epstein 呼吁投资者 “迅速买入股票”，称该公司的飞机、发动机和现金组合是其主要优势。</p>
</div><p>Epstein raised his price target for AerCap to $150 from $130, citing persistent supply constraints across the aviation industry that enhance the value of AerCap’s assets.</p>
<div class="lb-trans"><p>Epstein 将 AerCap 的目标股价从 130 美元上调至 150 美元，指出航空业持续的供应限制提升了 AerCap 资产的价值。</p>
</div><p>“Supply constraints persist for both engines and aircraft, making AER’s high-quality portfolio and expertise in moving assets quickly and efficiently extremely valuable,” he wrote.</p>
<div class="lb-trans"><p>“发动机和飞机的供应限制持续存在，使得 AER 的高质量组合和快速高效移动资产的专业知识极具价值，” 他写道。</p>
</div><p>The firm also highlighted AerCap’s strong capital deployment strategy, describing its offerings as “differentiated compared to peers.”</p>
<div class="lb-trans"><p>该公司还强调了 AerCap 强大的资本部署策略，称其产品与同行相比 “具有差异化”。</p>
</div><p>Shares have climbed nearly 39% so far this year.</p>
<div class="lb-trans"><p>截至目前，股价已上涨近 39%。</p>
</div><h2>Intapp: undervalued SaaS player with cloud momentum</h2>
<div class="lb-trans"><h2>Intapp：被低估的云计算 SaaS 玩家</h2>
</div><p>Intapp also received a vote of confidence from Bank of America after reporting a second consecutive quarter of accelerating Cloud annual recurring revenue (ARR) growth.</p>
<div class="lb-trans"><p>在报告连续第二个季度的云年经常性收入（ARR）增长加速后，Intapp 也获得了美国银行的信任投票。</p>
</div><p>Analyst Koji Ikeda praised the company’s “finely tuned platform” for financial and professional services, calling it highly differentiated in a competitive SaaS landscape.</p>
<div class="lb-trans"><p>分析师 Koji Ikeda 称赞该公司为金融和专业服务提供的 “精细调校平台”，称其在竞争激烈的 SaaS 领域中具有高度差异化。</p>
</div><p>Despite the stock being down 40% this year, the firm maintained its “buy” rating and raised its price target to $76 from $75, urging investors to “buy the dip.”</p>
<div class="lb-trans"><p>尽管该股今年下跌了 40%，但该公司维持了 “买入” 评级，并将目标股价从 75 美元上调至 76 美元，呼吁投资者 “买入低点”。</p>
</div><p>Ikeda said Intapp has the potential to “disrupt and take share in its target verticals” through its SaaS applications.</p>
<div class="lb-trans"><p>Ikeda 表示，Intapp 有潜力通过其 SaaS 应用程序 “颠覆并获取目标垂直市场的份额”。</p>
</div><h2>Diamondback Energy: top oil pick with record buybacks</h2>
<div class="lb-trans"><h2>Diamondback Energy：创纪录回购的顶级石油选择</h2>
</div><p>Bank of America reiterated its bullish stance on Diamondback Energy, calling it its “top large-cap oil pick.”</p>
<div class="lb-trans"><p>美国银行重申了对 Diamondback Energy 的乐观态度，称其为 “顶级大盘石油选择”。</p>
</div><p>The firm highlighted the company’s strong free cash flow and recent tax advantages under the “Big Beautiful Bill.”</p>
<div class="lb-trans"><p>该公司强调了其强劲的自由现金流和在 “美丽的大法案” 下的近期税收优势。</p>
</div><p>Diamondback recently executed the largest buyback in its history, repurchasing 4.3 million shares for $603 million.</p>
<div class="lb-trans"><p>Diamondback 最近进行了历史上最大的回购，回购了 430 万股，耗资 6.03 亿美元。</p>
</div><p>Bank of America analysts said the company’s financial discipline and shareholder returns underscore its strong fundamentals, positioning it well among exploration and production peers.</p>
<div class="lb-trans"><p>美国银行分析师表示，该公司的财务纪律和股东回报突显了其强劲的基本面，使其在勘探和生产同行中处于良好位置。</p>
</div><p>The post Bank of America highlights 5 stocks that can run up post earnings appeared first on Invezz</p>
<div class="lb-trans"><p>本文《美国银行强调 5 只财报后可能上涨的股票》首发于 Invezz。</p>
</div>

Bank of America highlights 5 stocks that can run up post earnings

- 美国银行看好多只股票，认为其基本面强劲，适合投资。  
- 重点推荐的公司包括 Palantir、Wayfair、Intapp、Diamondback Energy 和 AerCap。  
- 这些公司在各自领域具备竞争优势，预计将实现可观增长。  

美国银行指出了 5 只可能在财报发布后上涨的股票