<p>美国股市在 2026 年可能会经历波动的开局，但尽管特朗普政府不断威胁征收关税，欧洲市场仍在持续上涨。</p>
<p>欧洲最大的股票市场指数 STOXX 600 年初至今上涨超过 4%，而标准普尔 500 指数则表现平平。随着欧洲各国政府加大支出并预期经济增长，我们可能会迎来又一个美国股市落后于大西洋彼岸同行的年份。</p>
<p>今天，我们将关注五只在 2026 年领跑的欧洲股票。这里列出的每家公司在新年伊始都呈现出看涨的上升趋势，并且具有至少 90 的 Benzinga Edge 动量评分。</p>
<h2>力拓集团</h2>
<p><strong>Benzinga Edge 动量评级：90.03</strong></p>
<p><strong>力拓集团 (NYSE: RIO)</strong> 的股票在过去几天经历了波动，随着贵金属价格飙升，但最近的回调可能为股票提供了整合的时间，并清除那些未意识到其长期潜力的投资者。</p>
<p>这家英澳公司是一家多元化的矿业公司，主要专注于铁矿石，同时也开采铜、铝、钻石和黄金。RIO 的股票在过去三个月上涨超过 35%，但该股票的市盈率仅为 12.5 倍，市销率为 2.8 倍。</p>
<p>它还支付高达 4% 的丰厚股息，派息比率为 64%，这比 <strong>必和必拓集团 (NYSE: BHP)</strong> 等支付股息的矿业同行更具吸引力。</p>
<p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/02/04132517/RIO-1024x412.png?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://editorial-assets.benzinga.com/wp-content/uploads/2026/02/04132517/RIO-1024x412.png"/></p>
<p>该股票具有强劲的长期看涨动量，且几乎没有迹象表明贵金属的上涨即将减弱。然而，RIO 的股票最近出现了短期警告信号，包括相对强弱指数（RSI）超买的读数。但 RSI 现在已回落至 70 以下，通常在股票稳定后买家会迅速涌入。力拓集团提供了稳定收入与上涨潜力的独特组合，这就是它成为我们名单上首个条目的原因。</p>
<p><strong><em>获取 2026 年超过 40 只突破性股票的免费投资者备忘单</em></strong></p>
<p><em>从后门 AI 能源股到 “太空铁路” 股票……这些是 2026 年最重要的突破性投资机会——尽在一处。</em> <strong><em>获取备忘单</em></strong></p>
<h2>阿斯麦控股</h2>
<p><strong>Benzinga Edge 动量评级：95.44</strong></p>
<p><strong>阿斯麦控股 (NASDAQ: ASML)</strong> 可能是人工智能行业最接近垄断的公司。该公司制造极紫外（EUV）光刻机，这些机器用于在半导体的硅晶圆上印刷微小设计。</p>
<p>阿斯麦可能是欧洲最重要的科技公司，因为这些 EUV 机器无法被模仿或复制，每台机器的成本超过 3 亿美元。</p>
<p>该公司每年大约销售 40 台设备，其庞大的订单积压超过一年的收入。尽管估值较高，市盈率为 43 倍，市销率为 14 倍，但投资者通常需要为毛利率达到 52% 的公司支付溢价。</p>
<p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/02/04132510/ASML-1024x412.png?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://editorial-assets.benzinga.com/wp-content/uploads/2026/02/04132510/ASML-1024x412.png"/></p>
<p>与 RIO 股票类似，ASML 正处于强劲的上升趋势中，最近经历了一些健康的波动。三天的下跌使 RSI 脱离超买区间，此前在 1 月份上涨近 30%，这可能是为了消散一些投机热情。200 日简单移动平均线（SMA）仍然是一个强有力的支撑位，但等待如此大幅回调的投资者可能会错失短期利润。</p>
<h2>赛灵思</h2>
<p><strong>Benzinga Edge 动量评级：92.88</strong></p>
<p><strong>赛灵思 (NYSE: FTI)</strong> 可能只有力拓的一半规模，但这家总部位于英国的公司在 2026 年已经上涨超过 25%，并且没有停止的迹象。该公司由法国的 Technip 和美国的 FMC Technologies 合并而成，现在是一家全球性的石油和天然气公司，业务遍及海上、离岸和陆地。</p>
<p>下一个催化剂是 2025 年第四季度的财报发布，定于 2 月 19 日。这是 FTI 股东高度期待的报告，因为该公司在 2025 年第三季度报告中公布了 10 年来最高的每股收益（0.75 美元）。</p>
<p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/02/04132503/TCH-1024x408.png?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://editorial-assets.benzinga.com/wp-content/uploads/2026/02/04132503/TCH-1024x408.png"/></p>
<p>在 FTI 的日线图上，明显的看涨动量得到了确认，移动平均收敛发散（MACD）指标的看涨交叉和 50 日 SMA 的持续支撑表明了强劲的上升趋势。MACD 和信号线也再次趋于收敛，表明在不可持续的短期上涨后波动性正在减弱。</p>
<h2>SCHMID 集团</h2>
<p><strong>Benzinga Edge 动量评级：99.04</strong></p>
<p><strong>SCHMID 集团 (NASDAQ: SHMD)</strong> 是我们名单上规模最小的公司，市值为 5.48 亿美元，但该公司正在显著扩展其先进封装制造能力，以支持 AI 数据中心的需求。这一扩展是必要的，因为该公司去年仅报告了 7900 万美元的年销售额，但管理层预计 2026 年的收入至少为 1.16 亿美元。</p>
<p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/02/04132458/SCH-1024x408.png?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://editorial-assets.benzinga.com/wp-content/uploads/2026/02/04132458/SCH-1024x408.png"/></p>
<p>SHMD 股票在我们今天的名单中拥有最高的 Benzinga Edge 动量评分，并且该股在 2026 年已经上涨超过 55%。动量始于去年十月，当时出现了金叉，触发了牛市，50 日简单移动平均线成为上涨趋势的强支撑位。然而，与我们今天讨论的许多股票一样，相对强弱指数（RSI）开始显示超买，且在波动性加剧的情况下上涨趋势停滞。但现在 RSI 已经回落到 70 以下，该股正试图创下新的历史高点。</p>
<h2>Constellium</h2>
<p><strong>Benzinga Edge 动量评级：95.10</strong></p>
<p>总部位于阿姆斯特丹的 <strong>Constellium (NYSE: CSTM)</strong> 是一家多元化的铝制品制造商，销售板材和金属板，以及为汽车和飞机定制的精密铝零件。</p>
<p>这家市值 30 亿美元的公司上个月获得了富国银行的升级，将股票评级从中性提升至增持，并将目标价提高至 25 美元，代表当时超过 45% 的上涨空间。</p>
<p>然而，这一目标可能过于保守：自升级以来的三周内，CSTM 股票已经上涨至 24.50 美元。</p>
<p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/02/04132452/CON-1024x409.png?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://editorial-assets.benzinga.com/wp-content/uploads/2026/02/04132452/CON-1024x409.png"/></p>
<p>CSTM 股票自去年夏季以来一直呈上升趋势，受到 50 日简单移动平均线的支撑。最近 RSI 的超买读数使得上涨停滞，但该公司本月有一个催化剂，其 2025 年第四季度财报定于 2 月 18 日发布。分析师预计收入为 19 亿美元，每股收益为 0.32 美元，这些数字在第三季度轻松超过。现在 RSI 低于 70，预计上涨趋势将在财报发布之前恢复。</p>
<p>图片来源：Shutterstock</p>

<p>2026 年，欧洲市场表现优于美国，STOXX 600 指数上涨了 4%。表现出强劲看涨势头的主要股票包括力拓（动量评级：90.03）和阿斯麦（动量评级：95.44）。力拓在三个月内上涨了 35%，而阿斯麦在人工智能领域至关重要，拥有显著的订单积压。其他值得注意的公司包括 TechnipFMC（动量评级：92.88）和 Schmid Group（动量评级：99.04），这两家公司在各自行业中都显示出强劲的增长潜力</p>

<p>U.S. stocks might be off to a volatile start in 2026, but European markets continue to soar despite the constant threat of tariffs from the Trump administration.</p>
<div class="lb-trans"><p>美国股市在 2026 年可能会经历波动的开局，但尽管特朗普政府不断威胁征收关税，欧洲市场仍在持续上涨。</p>
</div><p>Europe's largest equity market index, the STOXX 600, is up more than 4% year-to-date (YTD), compared with the S&amp;P 500’s flat performance. With European governments opening their wallets and anticipating economic growth, we could be headed for another year in which U.S. stocks lag their counterparts across the Atlantic.</p>
<div class="lb-trans"><p>欧洲最大的股票市场指数 STOXX 600 年初至今上涨超过 4%，而标准普尔 500 指数则表现平平。随着欧洲各国政府加大支出并预期经济增长，我们可能会迎来又一个美国股市落后于大西洋彼岸同行的年份。</p>
</div><p>Today, we'll look at five European stocks leading the charge in 2026. Each company listed here has entered the year on a bullish uptrend and features a Benzinga Edge Momentum Score of at least 90.</p>
<div class="lb-trans"><p>今天，我们将关注五只在 2026 年领跑的欧洲股票。这里列出的每家公司在新年伊始都呈现出看涨的上升趋势，并且具有至少 90 的 Benzinga Edge 动量评分。</p>
</div><h2>Rio Tinto</h2>
<div class="lb-trans"><h2>力拓集团</h2>
</div><p><strong>Benzinga Edge Momentum Rating: 90.03</strong></p>
<div class="lb-trans"><p><strong>Benzinga Edge 动量评级：90.03</strong></p>
</div><p><strong>Rio Tinto (NYSE: RIO)</strong> shares have been volatile over the last few sessions as precious metals surge, but the recent pullback might give the stock time to consolidate and flush out investors who don't realize its long-term potential.</p>
<div class="lb-trans"><p><strong>力拓集团 (NYSE: RIO)</strong> 的股票在过去几天经历了波动，随着贵金属价格飙升，但最近的回调可能为股票提供了整合的时间，并清除那些未意识到其长期潜力的投资者。</p>
</div><p>The British-Australian company is a diversified mining operation, focusing primarily on iron ore but also mining copper, aluminum, diamonds, and gold. RIO shares are up more than 35% in the last three months, but the stock still trades at just 12.5 times forward earnings and 2.8 times sales.</p>
<div class="lb-trans"><p>这家英澳公司是一家多元化的矿业公司，主要专注于铁矿石，同时也开采铜、铝、钻石和黄金。RIO 的股票在过去三个月上涨超过 35%，但该股票的市盈率仅为 12.5 倍，市销率为 2.8 倍。</p>
</div><p>It also pays a hefty 4% dividend backed by a 64% payout ratio, which is cheaper than dividend-paying mining peers like <strong>BHP Group (NYSE: BHP)</strong>.</p>
<div class="lb-trans"><p>它还支付高达 4% 的丰厚股息，派息比率为 64%，这比 <strong>必和必拓集团 (NYSE: BHP)</strong> 等支付股息的矿业同行更具吸引力。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/02/04132517/RIO-1024x412.png" alt="" original-src="https://editorial-assets.benzinga.com/wp-content/uploads/2026/02/04132517/RIO-1024x412.png"/></p>
<p>The stock has strong long-term bullish momentum, and there's little sign that the rally in precious metals is ready to abate. However, RIO shares recently exhibited short-term warning signs, including an overbought reading on the Relative Strength Index (RSI). But the RSI is now back below 70, and buyers typically rush in once the stock stabilizes. Rio Tinto offers a unique combination of steady income with upside potential, which is why it’s the first entry on our list.</p>
<div class="lb-trans"><p>该股票具有强劲的长期看涨动量，且几乎没有迹象表明贵金属的上涨即将减弱。然而，RIO 的股票最近出现了短期警告信号，包括相对强弱指数（RSI）超买的读数。但 RSI 现在已回落至 70 以下，通常在股票稳定后买家会迅速涌入。力拓集团提供了稳定收入与上涨潜力的独特组合，这就是它成为我们名单上首个条目的原因。</p>
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<div class="lb-trans"><p><strong><em>获取 2026 年超过 40 只突破性股票的免费投资者备忘单</em></strong></p>
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<div class="lb-trans"><p><em>从后门 AI 能源股到 “太空铁路” 股票……这些是 2026 年最重要的突破性投资机会——尽在一处。</em> <strong><em>获取备忘单</em></strong></p>
</div><h2>ASML Holdings</h2>
<div class="lb-trans"><h2>阿斯麦控股</h2>
</div><p><strong>Benzinga Edge Momentum Rating: 95.44</strong></p>
<div class="lb-trans"><p><strong>Benzinga Edge 动量评级：95.44</strong></p>
</div><p><strong>ASML Holdings (NASDAQ: ASML)</strong> might be the closest thing to a monopoly in the artificial intelligence industry. The company makes Extreme Ultraviolet (EUV) lithography machines, which are needed to imprint minute designs onto silicon wafers for semiconductors.</p>
<div class="lb-trans"><p><strong>阿斯麦控股 (NASDAQ: ASML)</strong> 可能是人工智能行业最接近垄断的公司。该公司制造极紫外（EUV）光刻机，这些机器用于在半导体的硅晶圆上印刷微小设计。</p>
</div><p>ASML might be Europe's most important technology company, as these EUV machines cannot be imitated or replicated and cost upward of $300 million each.</p>
<div class="lb-trans"><p>阿斯麦可能是欧洲最重要的科技公司，因为这些 EUV 机器无法被模仿或复制，每台机器的成本超过 3 亿美元。</p>
</div><p>The company sells approximately 40 units annually, and its vast backlog exceeds a full year of revenue. The valuation is pricey at 43 times forward earnings and 14 times sales, but investors usually need to pay up for companies with 52% gross margins.</p>
<div class="lb-trans"><p>该公司每年大约销售 40 台设备，其庞大的订单积压超过一年的收入。尽管估值较高，市盈率为 43 倍，市销率为 14 倍，但投资者通常需要为毛利率达到 52% 的公司支付溢价。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/02/04132510/ASML-1024x412.png" alt="" original-src="https://editorial-assets.benzinga.com/wp-content/uploads/2026/02/04132510/ASML-1024x412.png"/></p>
<p>Like RIO shares, ASML is in the middle of a strong uptrend and recently experienced some healthy volatility. The three-day decline took the RSI out of the overbought range after a nearly 30% January gain, which was likely needed to dissipate some speculative fervor. The 200-day simple moving average (SMA) remains a strong support level, but investors waiting for a drawdown of that magnitude may miss short-term profits.</p>
<div class="lb-trans"><p>与 RIO 股票类似，ASML 正处于强劲的上升趋势中，最近经历了一些健康的波动。三天的下跌使 RSI 脱离超买区间，此前在 1 月份上涨近 30%，这可能是为了消散一些投机热情。200 日简单移动平均线（SMA）仍然是一个强有力的支撑位，但等待如此大幅回调的投资者可能会错失短期利润。</p>
</div><h2>TechnipFMC</h2>
<div class="lb-trans"><h2>赛灵思</h2>
</div><p><strong>Benzinga Edge Momentum Rating: 92.88</strong></p>
<div class="lb-trans"><p><strong>Benzinga Edge 动量评级：92.88</strong></p>
</div><p><strong>TechnipFMC (NYSE: FTI)</strong> might only be half the size of Rio Tinto, but the U.K.-based firm has already soared more than 25% in 2026 and doesn't show any signs of stopping. Formed from the merger of Technip of France and FMC Technologies of the United States, the company is now a global oil and gas firm with operations at sea, offshore, and on land.</p>
<div class="lb-trans"><p><strong>赛灵思 (NYSE: FTI)</strong> 可能只有力拓的一半规模，但这家总部位于英国的公司在 2026 年已经上涨超过 25%，并且没有停止的迹象。该公司由法国的 Technip 和美国的 FMC Technologies 合并而成，现在是一家全球性的石油和天然气公司，业务遍及海上、离岸和陆地。</p>
</div><p>The next catalyst is the Q4 2025 earnings release, scheduled for February 19. It’s a highly anticipated report for FTI shareholders, as the company reported its highest EPS ($0.75 per share) in more than 10 years in its Q3 2025 report.</p>
<div class="lb-trans"><p>下一个催化剂是 2025 年第四季度的财报发布，定于 2 月 19 日。这是 FTI 股东高度期待的报告，因为该公司在 2025 年第三季度报告中公布了 10 年来最高的每股收益（0.75 美元）。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/02/04132503/TCH-1024x408.png" alt="" original-src="https://editorial-assets.benzinga.com/wp-content/uploads/2026/02/04132503/TCH-1024x408.png"/></p>
<p>Bullish momentum is evident on the FTI daily chart, with a strong uptrend confirmed by a bullish cross in the Moving Average Convergence Divergence (MACD) indicator and ongoing support along the 50-day SMA. The MACD and signal lines are also converging again, indicating that volatility is dissipating following an unsustainable short-term rise.</p>
<div class="lb-trans"><p>在 FTI 的日线图上，明显的看涨动量得到了确认，移动平均收敛发散（MACD）指标的看涨交叉和 50 日 SMA 的持续支撑表明了强劲的上升趋势。MACD 和信号线也再次趋于收敛，表明在不可持续的短期上涨后波动性正在减弱。</p>
</div><h2>Schmid Group</h2>
<div class="lb-trans"><h2>SCHMID 集团</h2>
</div><p><strong>Benzinga Edge Momentum Rating: 99.04</strong></p>
<div class="lb-trans"><p><strong>Benzinga Edge 动量评级：99.04</strong></p>
</div><p><strong>Schmid Group (NASDAQ: SHMD)</strong> is the smallest company on our list, with a $548 million market capitalization, but the firm is significantly expanding its advanced packaging manufacturing capabilities to support AI data center needs. This expansion is necessary, as the company reported only $79 million in annual sales last year, yet management expected at least $116 million in 2026 revenue.</p>
<div class="lb-trans"><p><strong>SCHMID 集团 (NASDAQ: SHMD)</strong> 是我们名单上规模最小的公司，市值为 5.48 亿美元，但该公司正在显著扩展其先进封装制造能力，以支持 AI 数据中心的需求。这一扩展是必要的，因为该公司去年仅报告了 7900 万美元的年销售额，但管理层预计 2026 年的收入至少为 1.16 亿美元。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/02/04132458/SCH-1024x408.png" alt="" original-src="https://editorial-assets.benzinga.com/wp-content/uploads/2026/02/04132458/SCH-1024x408.png"/></p>
<p>SHMD shares have the highest Benzinga Edge Momentum score on our list today, and the stock is up more than 55% already in 2026. The momentum began last October when a Golden Cross triggered a bull run, and the 50-day SMA became a strong support level for the uptrend. However, as with many of the stocks we've discussed today, the RSI began to flash overbought, and the uptrend stalled amid heightened volatility. But now the RSI has receded back below 70, and the stock is attempting to make new all-time highs.</p>
<div class="lb-trans"><p>SHMD 股票在我们今天的名单中拥有最高的 Benzinga Edge 动量评分，并且该股在 2026 年已经上涨超过 55%。动量始于去年十月，当时出现了金叉，触发了牛市，50 日简单移动平均线成为上涨趋势的强支撑位。然而，与我们今天讨论的许多股票一样，相对强弱指数（RSI）开始显示超买，且在波动性加剧的情况下上涨趋势停滞。但现在 RSI 已经回落到 70 以下，该股正试图创下新的历史高点。</p>
</div><h2>Constellium</h2>
<div class="lb-trans"><h2>Constellium</h2>
</div><p><strong>Benzinga Edge Momentum Rating: 95.10</strong></p>
<div class="lb-trans"><p><strong>Benzinga Edge 动量评级：95.10</strong></p>
</div><p>Amsterdam-based <strong>Constellium (NYSE: CSTM)</strong> is a diversified aluminum products manufacturer that sells sheet and plate metal, as well as customized precision aluminum parts for cars and aircraft.</p>
<div class="lb-trans"><p>总部位于阿姆斯特丹的 <strong>Constellium (NYSE: CSTM)</strong> 是一家多元化的铝制品制造商，销售板材和金属板，以及为汽车和飞机定制的精密铝零件。</p>
</div><p>The $3 billion company received an upgrade from Wells Fargo last month, which moved the stock from Neutral to Overweight and raised its price target to $25, representing more than 45% upside at the time.</p>
<div class="lb-trans"><p>这家市值 30 亿美元的公司上个月获得了富国银行的升级，将股票评级从中性提升至增持，并将目标价提高至 25 美元，代表当时超过 45% 的上涨空间。</p>
</div><p>However, this target may be overly conservative: in the three weeks since the upgrade, CSTM shares have already risen to $24.50.</p>
<div class="lb-trans"><p>然而，这一目标可能过于保守：自升级以来的三周内，CSTM 股票已经上涨至 24.50 美元。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/02/04132452/CON-1024x409.png" alt="" original-src="https://editorial-assets.benzinga.com/wp-content/uploads/2026/02/04132452/CON-1024x409.png"/></p>
<p>CSTM shares have been trending upward since last summer, guided by support at the 50-day SMA. A recent overbought reading on the RSI stalled the rally, but the company has a catalyst this month with its Q4 2025 earnings report scheduled for February 18. Analysts are expecting $1.9 billion in revenue and EPS of $0.32, figures that were easily surpassed in Q3. Now that the RSI is below 70, the uptrend is likely to resume until the earnings news is released.</p>
<div class="lb-trans"><p>CSTM 股票自去年夏季以来一直呈上升趋势，受到 50 日简单移动平均线的支撑。最近 RSI 的超买读数使得上涨停滞，但该公司本月有一个催化剂，其 2025 年第四季度财报定于 2 月 18 日发布。分析师预计收入为 19 亿美元，每股收益为 0.32 美元，这些数字在第三季度轻松超过。现在 RSI 低于 70，预计上涨趋势将在财报发布之前恢复。</p>
</div><p>Image via Shutterstock</p>
<div class="lb-trans"><p>图片来源：Shutterstock</p>
</div>

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