Benzinga 回顾了许多投资者最喜欢的股票在过去一周的前景——以下是我们的一些头条新闻。
美国市场在长周末前以混合的基调结束了这一周，主要基准指数小幅波动，而小型股票继续表现优于大盘。道琼斯工业平均指数和标准普尔 500 指数在周末前小幅下跌，纳斯达克也有所下滑，但由罗素 2000 指数追踪的小型股则逆势上涨，录得轻微的日涨幅和显著的周涨幅。
半导体和与人工智能相关的科技股在本周早些时候帮助市场稳定，台湾芯片制造商 台积电 (NYSE: TSM) 提振了相关股票，并鼓励市场从连续的亏损中反弹。银行财报，尤其是 高盛 (NYSE: GS) 和 摩根士丹利 (NYSE: MS) 的业绩，也支持了交易，而国债收益率上升，油价小幅攀升。尽管如此，一些蓝筹股的疲软和对宏观政策的不安限制了更广泛的涨幅，并突显了反弹的不均衡特性。
在整整一周内，反弹超越了大盘股，罗素 2000 指数创下新高，并延续了其相对于标准普尔 500 指数的超额表现——这一模式自 2008 年以来未曾出现。强劲的经济数据，包括初请失业金人数低和消费者指标韧性，增强了对小型和中型股盈利前景的信心，即使政治和政策的不确定性——包括对信用卡利率上限的辩论和对美联储领导层的司法部调查——对某些行业造成了压力。
Benzinga 每日提供投资者最受欢迎股票的报告。以下是过去一周一些值得再次关注的最看涨和最看跌的帖子。
看涨者
&#34;台积电第四季度业绩大爆发引发连锁反应——CoreWeave 和 Nebius 引领 FOMO 热潮&#34;，作者 Erica Kollmann 报道称，台积电 (NYSE: TSM) 发布了第四季度业绩大爆发，净利润大约增长 35%，这表明强劲且不断增长的人工智能需求超出了预期，并在相关科技和人工智能基础设施股票中引发了涟漪效应。这一亮眼的业绩点燃了包括 CoreWeave, Inc. (NASDAQ: CRWV) 和 Nebius Group N.V. (NASDAQ: NBIS) 在内的新云和人工智能计算股票的反弹，因为台积电的创纪录产能指引缓解了供应担忧，并强化了对尖端 GPU 的长期订单，促使投资者在押注人工智能基础设施持续增长至 2026 年时的交易活动和行业 FOMO。
&#34;太空股票在 2026 年大幅上涨，Firefly 领跑&#34;，作者 Anusuya Lahiri 报道称，专注于太空的股票在 2026 年初表现出色，投资者加大了对该行业的投资，Firefly Aerospace Inc. (NASDAQ: FLY) 在年初至今的强劲涨幅和对太空商业化的重新热情中脱颖而出。更广泛的行业强劲——受到地缘政治顺风、技术里程碑和对潜在 SpaceX IPO 的乐观情绪的支持——帮助 AST SpaceMobile, Inc. (NASDAQ: ASTS) 上涨，即使一些公司如 维珍银河控股公司 (NYSE: SPCE) 表现滞后。交易员表示，这一反弹反映了零售和机构对太空基础设施和卫星增长故事的兴趣，因为该行业在 2025 年之后逐渐积聚势头。
&#34;Venus Concept 股票在主要投资者控制后暴涨超过 500%&#34;，作者 Vandana Singh 报道称，Venus Concept Inc. (NASDAQ: VERO) 的股票在周五上涨超过 500%，因为 Madryn Asset Management 披露其现在控制约 91% 的股份，推动了巨大的交易量和投资者的重新关注。这一戏剧性的变动伴随着交易量大幅超过其平均水平，Madryn 表示计划在运营、财务和战略举措中发挥积极作用，因为这家医疗美容科技公司正在探索潜在的战略选择。尽管 Venus Concept 最近的收入下降和第三季度销售未达预期，但该股的飙升反映了与控股权转移相关的投机性动能，以及对公司下一代 Venus NOVA 平台和其他催化剂的乐观情绪。
有关过去一周的其他看涨呼声，请查看以下内容：
美光和 6 只芯片股在人工智能数据爆炸中飙升，打破内存市场
[铀在 2026 年可能飙升 50%——美国银行推荐的顶级核能股票](https://www.benzinga.com/markets/commodities/26/01/49941260/uranium-bank-of-america-top-nuclear-stock-to-buy)_
Velo3D 股票因与美国陆军的交易创下 52 周新高
空头
&#34;Rocket Lab 股票罕见下调评级 — 原因如下&#34;，作者 Alexandra Skores 报道称，Rocket Lab USA, Inc. (NASDAQ: RKLB) 的股票在 Loop Capital 分析师对该航天行业股票发出罕见的卖出评级后下跌，原因是尽管该行业近期势头强劲，但对估值和短期执行风险的担忧。此次下调反映了 Loop 对 Rocket Lab 当前倍数未能充分考虑潜在的中周期宏观逆风、发射节奏的竞争压力以及长期服务收入增长的不确定性的看法，这导致交易者削减了持仓。报告还强调了情绪的变化，因为其他航天公司继续表现强劲，突显了估值重置可能对 Rocket Lab 在 2026 年第一季度的情绪产生影响。
&#34;J.B. Hunt 报告第四季度业绩喜忧参半，股价下滑&#34;，作者 Adam Eckert 报道称，J.B. Hunt Transport Services Inc. (NASDAQ: JBHT) 发布的第四季度业绩喜忧参半，导致其股价下跌，收入约为 30.97 亿美元略低于预期，而每股收益为 1.90 美元超出预测。尽管卡车运输量和生产力等部门帮助抵消了一些疲软，但总运营收入同比下降约 2%，原因是货运需求疲软，公司在回购计划下回购了约 843,000 股，现金状况依然良好。由于投资者消化了在持续货运市场挑战下不均衡的收入表现，J.B. Hunt 的股价在盘后交易中下滑超过 4%。
&#34;便士癌症股 Plus Therapeutics 以折扣筹集 1500 万美元，股价暴跌&#34;，作者 Vandana Singh 报道称，Plus Therapeutics Inc. (NASDAQ: PSTV) 的股票因这家临床阶段的肿瘤学公司以约 0.38 美元的折扣单元价格定价了一项承销公开发行以筹集约 1500 万美元而暴跌，这一举动对这只便士股票造成了压力，并在盘前交易中使股价大幅下跌。该发行包括每个单元一股股票和一个认股权证，预计将在 2026 年 1 月中旬完成，旨在增强营运资金并推进其中枢神经系统癌症管线，包括计划将最近的 FDA 反馈纳入修订的试验方案；技术指标也反映出看跌动能，因为该股票交易远低于关键移动平均线。
有关更多看空观点，请务必查看以下帖子：
分析师警告超级微型公司的利润被稀释交易所侵蚀
Impinj 股票在收盘后暴跌：原因如下
Verizon 故障结束 — 股票正准备承受损失
通过关注 Benzinga 在 X 上，获取所有最新的突发新闻和交易想法。
图像由人工智能通过 Midjourney 创建。

RKLB

Benzinga 回顾了过去一周的股市表现，强调了小型股表现优于大型指数的混合结果。台湾半导体制造公司（TSMC）公布了强劲的第四季度财报，推动了相关科技股的上涨。以 Firefly Aerospace 为首的航天股在投资者兴趣日益增长的背景下获得了关注。Venus Concept 的股票在一位主要投资者接管后飙升超过 500%。相反，由于估值问题，Rocket Lab 遭到 Loop Capital 下调评级。总体而言，尽管面临宏观不确定性和行业特定挑战，市场表现出韧性

Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.
<div class="lb-trans">Benzinga 回顾了许多投资者最喜欢的股票在过去一周的前景——以下是我们的一些头条新闻。
</div>U.S. markets finished the week with a mixed tone as major benchmarks showed modest moves ahead of the long weekend, while smaller stocks continued to outperform. The Dow Jones Industrial Average and S&amp;P 500 edged lower late in the week, with the Nasdaq also slipping, but small-cap stocks tracked by the Russell 2000 bucked the broader trend with a slight daily gain and meaningful weekly advance.
<div class="lb-trans">美国市场在长周末前以混合的基调结束了这一周，主要基准指数小幅波动，而小型股票继续表现优于大盘。道琼斯工业平均指数和标准普尔 500 指数在周末前小幅下跌，纳斯达克也有所下滑，但由罗素 2000 指数追踪的小型股则逆势上涨，录得轻微的日涨幅和显著的周涨幅。
</div>Semiconductor and AI-linked tech names helped steady markets earlier in the week, with Taiwanese chipmaker Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM) lifting related stocks and encouraging a rebound from back-to-back losses. Bank earnings, notably from Goldman Sachs (NYSE: GS) and Morgan Stanley (NYSE: MS), also supported trading, while Treasury yields rose and oil prices climbed modestly. Despite this, weakness in some blue-chip names and unease about macro policy capped broader gains and underscored the uneven nature of the rally.
<div class="lb-trans">半导体和与人工智能相关的科技股在本周早些时候帮助市场稳定，台湾芯片制造商 台积电 (NYSE: TSM) 提振了相关股票，并鼓励市场从连续的亏损中反弹。银行财报，尤其是 高盛 (NYSE: GS) 和 摩根士丹利 (NYSE: MS) 的业绩，也支持了交易，而国债收益率上升，油价小幅攀升。尽管如此，一些蓝筹股的疲软和对宏观政策的不安限制了更广泛的涨幅，并突显了反弹的不均衡特性。
</div>Over the full week, the rally broadened beyond large caps as the Russell 2000 notched fresh record highs and extended its outperformance streak versus the S&amp;P 500 — a pattern not seen since 2008. Strong economic data, including low initial jobless claims and resilient consumer indicators, underpinned confidence in smaller and mid-cap earnings prospects, even as political and policy uncertainties — including debate over credit-card rate caps and a DOJ probe into Federal Reserve leadership — weighed on certain sectors.
<div class="lb-trans">在整整一周内，反弹超越了大盘股，罗素 2000 指数创下新高，并延续了其相对于标准普尔 500 指数的超额表现——这一模式自 2008 年以来未曾出现。强劲的经济数据，包括初请失业金人数低和消费者指标韧性，增强了对小型和中型股盈利前景的信心，即使政治和政策的不确定性——包括对信用卡利率上限的辩论和对美联储领导层的司法部调查——对某些行业造成了压力。
</div>Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week's most bullish and bearish posts that are worth another look.
<div class="lb-trans">Benzinga 每日提供投资者最受欢迎股票的报告。以下是过去一周一些值得再次关注的最看涨和最看跌的帖子。
</div>The Bulls
<div class="lb-trans">看涨者
</div>&#34;TSMC Blowout Q4 Starts A Chain Reaction — CoreWeave, Nebius Lead The FOMO Flood&#34;, by Erica Kollmann, reports that Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM) posted a blowout fourth-quarter earnings performance with a roughly 35% jump in net profit, signaling robust and growing AI demand that crushed estimates and sent ripples through related tech and AI infrastructure stocks. The blockbuster results ignited a fresh rally in neocloud and AI compute names including CoreWeave, Inc. (NASDAQ: CRWV) and Nebius Group N.V. (NASDAQ: NBIS) as the record capacity guidance from TSMC eased supply concerns and reinforced long-term orders for cutting-edge GPUs, prompting heightened trading activity and sector FOMO among investors betting on sustained AI infrastructure growth into 2026.
<div class="lb-trans">&#34;台积电第四季度业绩大爆发引发连锁反应——CoreWeave 和 Nebius 引领 FOMO 热潮&#34;，作者 Erica Kollmann 报道称，台积电 (NYSE: TSM) 发布了第四季度业绩大爆发，净利润大约增长 35%，这表明强劲且不断增长的人工智能需求超出了预期，并在相关科技和人工智能基础设施股票中引发了涟漪效应。这一亮眼的业绩点燃了包括 CoreWeave, Inc. (NASDAQ: CRWV) 和 Nebius Group N.V. (NASDAQ: NBIS) 在内的新云和人工智能计算股票的反弹，因为台积电的创纪录产能指引缓解了供应担忧，并强化了对尖端 GPU 的长期订单，促使投资者在押注人工智能基础设施持续增长至 2026 年时的交易活动和行业 FOMO。
</div>&#34;Space Stocks Rip Into 2026 With Firefly In The Lead&#34;, by Anusuya Lahiri, reports that space-focused equities have been among the top performers in early 2026 as investors ramp up exposure to the sector, with Firefly Aerospace Inc. (NASDAQ: FLY) standing out as a leader after strong year-to-date gains and renewed enthusiasm around space commercialization. Broader sector strength — supported by geopolitical tailwinds, technical milestones and optimism about a potential SpaceX IPO — helped propel AST SpaceMobile, Inc. (NASDAQ: ASTS) higher, even as some players like Virgin Galactic Holdings, Inc. (NYSE: SPCE) lag behind. Traders said the rally reflects both retail and institutional interest in space infrastructure and satellite growth stories as the industry builds momentum beyond 2025.
<div class="lb-trans">&#34;太空股票在 2026 年大幅上涨，Firefly 领跑&#34;，作者 Anusuya Lahiri 报道称，专注于太空的股票在 2026 年初表现出色，投资者加大了对该行业的投资，Firefly Aerospace Inc. (NASDAQ: FLY) 在年初至今的强劲涨幅和对太空商业化的重新热情中脱颖而出。更广泛的行业强劲——受到地缘政治顺风、技术里程碑和对潜在 SpaceX IPO 的乐观情绪的支持——帮助 AST SpaceMobile, Inc. (NASDAQ: ASTS) 上涨，即使一些公司如 维珍银河控股公司 (NYSE: SPCE) 表现滞后。交易员表示，这一反弹反映了零售和机构对太空基础设施和卫星增长故事的兴趣，因为该行业在 2025 年之后逐渐积聚势头。
</div>&#34;Venus Concept Stock Explodes Over 500% After Major Investor Takes Control&#34;, by Vandana Singh, reports that Venus Concept Inc. (NASDAQ: VERO) stock surged more than 500% Friday as Madryn Asset Management disclosed it now controls a roughly 91% stake, fueling massive trading volume and renewed investor interest. The dramatic move came with trading volume vastly exceeding its average, and Madryn signaling it plans an active role in operational, financial and strategic initiatives as the medical aesthetic technology company explores potential strategic alternatives. Despite Venus Concept's recent revenue declines and a third-quarter sales miss, the stock's spike reflects speculative momentum tied to the controlling ownership shift and optimism around the company's next-generation Venus NOVA platform and other catalysts.
<div class="lb-trans">&#34;Venus Concept 股票在主要投资者控制后暴涨超过 500%&#34;，作者 Vandana Singh 报道称，Venus Concept Inc. (NASDAQ: VERO) 的股票在周五上涨超过 500%，因为 Madryn Asset Management 披露其现在控制约 91% 的股份，推动了巨大的交易量和投资者的重新关注。这一戏剧性的变动伴随着交易量大幅超过其平均水平，Madryn 表示计划在运营、财务和战略举措中发挥积极作用，因为这家医疗美容科技公司正在探索潜在的战略选择。尽管 Venus Concept 最近的收入下降和第三季度销售未达预期，但该股的飙升反映了与控股权转移相关的投机性动能，以及对公司下一代 Venus NOVA 平台和其他催化剂的乐观情绪。
</div>For additional bullish calls of the past week, check out the following:
<div class="lb-trans">有关过去一周的其他看涨呼声，请查看以下内容：
</div>Micron And 6 Chip Stocks Surge As AI Data Explosion Breaks The Memory Market
<div class="lb-trans">美光和 6 只芯片股在人工智能数据爆炸中飙升，打破内存市场
</div>Uranium Could Soar 50% In 2026 — Bank Of America Names Top Nuclear Stock To Buy
<div class="lb-trans">[铀在 2026 年可能飙升 50%——美国银行推荐的顶级核能股票](https://www.benzinga.com/markets/commodities/26/01/49941260/uranium-bank-of-america-top-nuclear-stock-to-buy)_
</div>Velo3D Stock Hits 52-Week High On US Army Deal
<div class="lb-trans">Velo3D 股票因与美国陆军的交易创下 52 周新高
</div>The Bears
<div class="lb-trans">空头
</div>&#34;Rocket Lab Stock Gets a Rare Downgrade — Here's Why&#34;, by Alexandra Skores, reports that Rocket Lab USA, Inc. (NASDAQ: RKLB) shares fell after Loop Capital analysts issued a rare Sell rating on the space-industry stock, citing concerns about valuation and near-term execution risks despite recent momentum in the sector. The downgrade reflected Loop's view that Rocket Lab's current multiples don't fully discount potential mid-cycle macro headwinds, competitive pressures in launch cadence and uncertainties around longer-term services revenue growth, leading traders to pare positions. The report also highlighted shifting sentiment as other space names continue to trade with strength, underscoring how the valuation reset could weigh on sentiment for Rocket Lab heading into the first quarter of 2026.
<div class="lb-trans">&#34;Rocket Lab 股票罕见下调评级 — 原因如下&#34;，作者 Alexandra Skores 报道称，Rocket Lab USA, Inc. (NASDAQ: RKLB) 的股票在 Loop Capital 分析师对该航天行业股票发出罕见的卖出评级后下跌，原因是尽管该行业近期势头强劲，但对估值和短期执行风险的担忧。此次下调反映了 Loop 对 Rocket Lab 当前倍数未能充分考虑潜在的中周期宏观逆风、发射节奏的竞争压力以及长期服务收入增长的不确定性的看法，这导致交易者削减了持仓。报告还强调了情绪的变化，因为其他航天公司继续表现强劲，突显了估值重置可能对 Rocket Lab 在 2026 年第一季度的情绪产生影响。
</div>&#34;J.B. Hunt Reports Mixed Q4 Earnings, Shares Skid&#34;, by Adam Eckert, reports that J.B. Hunt Transport Services Inc. (NASDAQ: JBHT) delivered mixed fourth-quarter results that sent its stock lower, with revenue of about $3.097 billion slightly missing expectations while earnings per share of $1.90 beat forecasts. Total operating revenue declined about 2% year-over-year on softer freight demand, even as segments such as truckload volume and productivity helped offset some weakness, and the company repurchased roughly 843,000 shares under its buyback program as cash remained solid. J.B. Hunt's shares slid more than 4% in extended trading as investors digested the uneven top-line performance amid ongoing freight market challenges.
<div class="lb-trans">&#34;J.B. Hunt 报告第四季度业绩喜忧参半，股价下滑&#34;，作者 Adam Eckert 报道称，J.B. Hunt Transport Services Inc. (NASDAQ: JBHT) 发布的第四季度业绩喜忧参半，导致其股价下跌，收入约为 30.97 亿美元略低于预期，而每股收益为 1.90 美元超出预测。尽管卡车运输量和生产力等部门帮助抵消了一些疲软，但总运营收入同比下降约 2%，原因是货运需求疲软，公司在回购计划下回购了约 843,000 股，现金状况依然良好。由于投资者消化了在持续货运市场挑战下不均衡的收入表现，J.B. Hunt 的股价在盘后交易中下滑超过 4%。
</div>&#34;Penny Cancer Stock Plus Therapeutics Raises $15 Million At Discount, Stock Plunges&#34;, by Vandana Singh, reports that Plus Therapeutics Inc. (NASDAQ: PSTV) saw its stock tumble as the clinical-stage oncology company priced an underwritten public offering to raise approximately $15 million at a discounted unit price of about $0.38 — moves that weighed on the penny stock and sent shares sharply lower in premarket trading. The offering, which includes one share and one warrant per unit and is expected to close mid-January 2026, is aimed at bolstering working capital and advancing its CNS cancer pipeline, including plans to incorporate recent FDA feedback into a revised trial protocol; technical indicators also reflected bearish momentum as the stock traded well below key moving averages.
<div class="lb-trans">&#34;便士癌症股 Plus Therapeutics 以折扣筹集 1500 万美元，股价暴跌&#34;，作者 Vandana Singh 报道称，Plus Therapeutics Inc. (NASDAQ: PSTV) 的股票因这家临床阶段的肿瘤学公司以约 0.38 美元的折扣单元价格定价了一项承销公开发行以筹集约 1500 万美元而暴跌，这一举动对这只便士股票造成了压力，并在盘前交易中使股价大幅下跌。该发行包括每个单元一股股票和一个认股权证，预计将在 2026 年 1 月中旬完成，旨在增强营运资金并推进其中枢神经系统癌症管线，包括计划将最近的 FDA 反馈纳入修订的试验方案；技术指标也反映出看跌动能，因为该股票交易远低于关键移动平均线。
</div>For more bearish takes, be sure to see these posts:
<div class="lb-trans">有关更多看空观点，请务必查看以下帖子：
</div>Analyst Warns Super Micro's Margin-Dilutive Deals Are Killing Profits
<div class="lb-trans">分析师警告超级微型公司的利润被稀释交易所侵蚀
</div>Impinj Stock Tumbles After The Bell: Here's Why
<div class="lb-trans">Impinj 股票在收盘后暴跌：原因如下
</div>Verizon Outage Ends — And The Stock Is Bracing For The Damage
<div class="lb-trans">Verizon 故障结束 — 股票正准备承受损失
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Benzinga 的多头和空头：台积电、Rocket Lab、J.B. Hunt——以及太空股飙升