伊朗战争后的反弹迅速而猛烈——但上涨的潮水也会抬起所有的船，包括那些漏水的船。当每只股票都在上涨时，分辨真正的优质股票和投机性动量几乎变得不可能。直到某一天，这种情况突然变得重要。
有一个筛选工具可以穿透噪音。使用 Benzinga Edge 的质量指标——一个综合评分，奖励盈利一致性、财务实力和运营韧性——结合过去 12 个月至少 10% 的股息增长率，我们识别出了五家公司，它们的收益是实至名归的。每家公司都拥有超过 90 的质量评分。这些公司不是依赖潮水高涨的动量股，而是那些在同行仅仅努力生存时，仍然持续提高分红的企业。
目前，其中两家公司刚刚发布了超预期的财报——一家在其最高增长部门实现了 85% 的同比增长，另一家则以 44% 的每股收益超出预期，导致股价在一个交易日内上涨 14%。其中一家刚刚宣布了第 17 次连续增加股息，这次增幅超过 20%。以下是质量筛选的结果。
KLA Corp. (NASDAQ: KLAC) Benzinga Edge 质量评分：97.90
KLA Corp. 已成为半导体供应链中最关键的环节之一。这家市值 2370 亿美元的公司制造用于全球半导体制造厂质量控制过程的晶圆制造设备。在过去五年中，股价上涨近 500%，尽管在当前的半导体反弹中，它的表现落后于一些更具抛物线特征的同行。公司在 2026 财年第三季度的财报中几乎没有解释相对表现不佳的原因：管理层维持了 2026 财年的全年指引，并宣布了第 17 次连续增加股息，这次增幅超过 20%。
<img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/07133020/KLA-1024x505.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/2026/05/07133020/KLA-1024x505.png"/>
KLAC 股票也处于强劲的技术上升趋势中。自去年春季开始看涨动量以来，50 日移动平均线一直作为可靠的支撑，过去 12 个月股价上涨超过 160%。经过短暂回调后，相对强弱指数 (RSI) 再次突破 50 的看涨阈值——这通常是下一个上涨动量正在形成的信号。花旗集团是看涨阵营中的一员；该公司的分析师最近将目标价上调至 2067 美元。
8 个鲜为人知的股票代码可 “后门” 进入 SpaceX（上市前）
SpaceX 将成为有史以来最大的 IPO。但上市前的股票被锁在为对冲基金和硅谷内部人士保留的天鹅绒绳后面。我们发现了 8 个鲜为人知的股票代码，直接与 SpaceX 相关。抓住其中一个，你就为埃隆敲钟时可能产生的涟漪做好了准备。在这里获取所有 8 个股票代码
Argan Corp. (NASDAQ: AGX) Benzinga Edge 质量评分：96.09
Argan Corp. 曾是一家相对无名的小型建筑公司，专注于可再生能源——直到过去 12 个月内股价上涨 300% 改变了这一点。公司的市值已超过 100 亿美元，这一增长得益于创纪录的收益，包括 2026 财年 1.37 亿美元的净收入。2026 财年第四季度毛利率加速至 25%，项目积压现已接近 30 亿美元。公司还在去年底将股息提高至每股 0.50 美元——这是两年来的第二次增幅。
<img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/07133008/ARG-1024x504.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/2026/05/07133008/ARG-1024x504.png"/>
与 KLAC 一样，AGX 在 50 日移动平均线处找到了持续的支撑，帮助股价在年初至今上涨超过 130%。在三个月内如此幅度的上涨将诱使一些投资者获利了结，而 RSI 确实看起来超过了 75。但移动平均收敛发散 (MACD) 指标显示看涨动量仍在积累——这表明在下一次有意义的回调之前，股价可能还有进一步上涨的空间。
Murphy USA Inc. (NYSE: MUSA) Benzinga Edge 质量评分：94.99
Murphy USA 是一家下游石油和天然气公司，在美国运营超过 1500 个燃料和便利零售地点，品牌包括 Murphy Express 和 QuikChek，并通过第三方渠道进行批发燃料分销。霍尔木兹海峡的关闭对下游运营商形成了顺风，MUSA 股票在过去三个月上涨超过 50%。该公司在去年十月已经将股息支付提高了超过 18%——然后在 2026 财年第一季度跟进了最近记忆中最强劲的季度，包括 44% 的每股收益惊喜。
<img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/07132952/MURP-1024x482.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/2026/05/07132952/MURP-1024x482.png"/>
MUSA 的反弹实际上早于伊朗冲突：在 2 月底和 3 月初的五天连胜使股价突破了 50 日和 200 日移动平均线。4 月 29 日的财报发布后，股价在一个交易日内上涨超过 14%。随后出现了一些获利了结，使 RSI 从超买区域回落。然而，MACD 并没有回落——它表明即使在财报后的狂欢消退时，买入动量也开始重新积累。
Monolithic Power Systems Inc. (NASDAQ: MPWR) Benzinga Edge 质量评分：91.93
单片电源系统是一家无晶圆厂芯片制造商，市值达 800 亿美元，其产品涵盖广泛的电气系统——但推动股票年初至今上涨超过 80% 的主要是企业数据部门。该公司在 2026 年第一季度的业绩中轻松超出分析师预期，发布了创纪录的销售额和每股收益。企业数据是关键：该部门的收入同比增长了 85%。管理层预计第二季度收入将超过 9 亿美元，预计每股收益为 5.49 美元。单片电源系统还支付小额但稳定增长的股息——目前收益率为 0.48%——并在过去五年以 25% 的年化增长率连续八年提高分红。最近一次增加是在二月份，当时管理层将每股分红从 1.56 美元提高到 2.00 美元。
<img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/07133033/MONO-1024x507.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/2026/05/07133033/MONO-1024x507.png"/>
超过 40% 的股票年初至今的涨幅是在过去 30 天内实现的，MPWR 现在似乎在为下一步行动进行整合。财报后的反应较为平淡，使得股价从上方布林带回落至更中性的水平。MACD 暗示动能减缓，但看跌交叉并未出现——这表明在这个市场中卖家难以找到。随着股票脱离超买区域，长期上涨趋势看起来依然完好。

科磊

这篇文章强调了四只高质量的股票，这些股票的股息不断增长，特别关注了 KLA Corp. (KLAC) 和 Argan Corp. (AGX) 作为伊朗战争后表现突出的公司。KLAC 的质量评分为 97.90，在五年内增长了 500%，并且最近宣布了连续第 17 次的股息增加。AGX 的评分为 96.09，在过去一年中增长了 300%，得益于创纪录的收益和不断增长的项目积压。其他值得注意的公司包括 Murphy USA Inc. (MUSA)，它也经历了显著的增长和股息增加

The post-Iran-war rebound has been fast and furious — but rising tides lift all boats, including the leaky ones. When every stock is going up, separating genuine quality from speculative momentum feels nearly impossible. That won’t matter until it suddenly does.
<div class="lb-trans">伊朗战争后的反弹迅速而猛烈——但上涨的潮水也会抬起所有的船，包括那些漏水的船。当每只股票都在上涨时，分辨真正的优质股票和投机性动量几乎变得不可能。直到某一天，这种情况突然变得重要。
</div>There’s a screen that cuts through the noise. Using Benzinga Edge’s Quality metric — a composite score that rewards earnings consistency, financial strength, and operational durability — combined with dividend growth rates of at least 10% over the last 12 months, we’ve identified five companies that earned their gains. Each one carries a Quality Score above 90. These aren’t momentum plays hoping the tide stays high; they’re businesses that have continued raising payouts while peers were just trying to survive.
<div class="lb-trans">有一个筛选工具可以穿透噪音。使用 Benzinga Edge 的质量指标——一个综合评分，奖励盈利一致性、财务实力和运营韧性——结合过去 12 个月至少 10% 的股息增长率，我们识别出了五家公司，它们的收益是实至名归的。每家公司都拥有超过 90 的质量评分。这些公司不是依赖潮水高涨的动量股，而是那些在同行仅仅努力生存时，仍然持续提高分红的企业。
</div>Right now, two of them are coming off blowout earnings — one with an 85% year-over-year surge in its highest-growth division, another with a 44% EPS beat that sent shares up 14% in a single session. One just announced its 17th consecutive dividend increase, this one above 20%. Here’s what the quality screen found.
<div class="lb-trans">目前，其中两家公司刚刚发布了超预期的财报——一家在其最高增长部门实现了 85% 的同比增长，另一家则以 44% 的每股收益超出预期，导致股价在一个交易日内上涨 14%。其中一家刚刚宣布了第 17 次连续增加股息，这次增幅超过 20%。以下是质量筛选的结果。
</div>KLA Corp. (NASDAQ: KLAC) Benzinga Edge Quality Score: 97.90
<div class="lb-trans">KLA Corp. (NASDAQ: KLAC) Benzinga Edge 质量评分：97.90
</div>KLA Corp. has become one of the most crucial links in the semiconductor supply chain. The $237 billion company manufactures wafer fabrication equipment used in quality-control processes at semiconductor fabs worldwide. The stock is up nearly 500% over the last five years, though it has lagged some of its more parabolic peers in the current semiconductor rally. There was little in the company’s fiscal Q3 2026 earnings report — released April 29 — to explain the relative underperformance: management maintained full-year 2026 guidance and announced a 17th consecutive dividend increase, this one exceeding 20%.
<div class="lb-trans">KLA Corp. 已成为半导体供应链中最关键的环节之一。这家市值 2370 亿美元的公司制造用于全球半导体制造厂质量控制过程的晶圆制造设备。在过去五年中，股价上涨近 500%，尽管在当前的半导体反弹中，它的表现落后于一些更具抛物线特征的同行。公司在 2026 财年第三季度的财报中几乎没有解释相对表现不佳的原因：管理层维持了 2026 财年的全年指引，并宣布了第 17 次连续增加股息，这次增幅超过 20%。
</div><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/07133020/KLA-1024x505.png" alt="" original-src="https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/07133020/KLA-1024x505.png"/>
KLAC shares are also in the middle of a strong technical uptrend. The 50-day moving average has served as reliable support since bullish momentum began last spring, and the stock has gained more than 160% over the last 12 months. After a brief pullback, the Relative Strength Index (RSI) has recrossed the bullish threshold of 50 — often a signal that the next wave of upward momentum is building. Citigroup is among the firms in the bull camp; analysts there recently raised their price target to $2,067.
<div class="lb-trans">KLAC 股票也处于强劲的技术上升趋势中。自去年春季开始看涨动量以来，50 日移动平均线一直作为可靠的支撑，过去 12 个月股价上涨超过 160%。经过短暂回调后，相对强弱指数 (RSI) 再次突破 50 的看涨阈值——这通常是下一个上涨动量正在形成的信号。花旗集团是看涨阵营中的一员；该公司的分析师最近将目标价上调至 2067 美元。
</div>8 little-known tickers to ‘Backdoor' into SpaceX (Pre-IPO)
<div class="lb-trans">8 个鲜为人知的股票代码可 “后门” 进入 SpaceX（上市前）
</div>SpaceX is set to be the largest IPO ever. But pre-IPO shares are locked behind a velvet rope reserved for hedge funds and Silicon Valley insiders. We uncovered 8 little-known tickers with major SpaceX exposure baked right in. Grab one and you’re positioned for the potential ripple when Elon rings the bell. Get All 8 Tickers Here
<div class="lb-trans">SpaceX 将成为有史以来最大的 IPO。但上市前的股票被锁在为对冲基金和硅谷内部人士保留的天鹅绒绳后面。我们发现了 8 个鲜为人知的股票代码，直接与 SpaceX 相关。抓住其中一个，你就为埃隆敲钟时可能产生的涟漪做好了准备。在这里获取所有 8 个股票代码
</div>Argan Corp. (NASDAQ: AGX) Benzinga Edge Quality Score: 96.09
<div class="lb-trans">Argan Corp. (NASDAQ: AGX) Benzinga Edge 质量评分：96.09
</div>Argan Corp. was a relatively anonymous small-cap construction firm focused on renewable energy — until a 300% gain over the last 12 months changed that. The company’s market cap has surged past $10 billion, a run backed by record earnings, including $137 million in net income for fiscal 2026. Gross margins accelerated to 25% in fiscal Q4, and the project backlog is now approaching $3 billion. The company also raised its dividend to $0.50 per share late last year — its second increase in as many years.
<div class="lb-trans">Argan Corp. 曾是一家相对无名的小型建筑公司，专注于可再生能源——直到过去 12 个月内股价上涨 300% 改变了这一点。公司的市值已超过 100 亿美元，这一增长得益于创纪录的收益，包括 2026 财年 1.37 亿美元的净收入。2026 财年第四季度毛利率加速至 25%，项目积压现已接近 30 亿美元。公司还在去年底将股息提高至每股 0.50 美元——这是两年来的第二次增幅。
</div><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/07133008/ARG-1024x504.png" alt="" original-src="https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/07133008/ARG-1024x504.png"/>
Like KLAC, AGX has found consistent support at the 50-day moving average, helping push the stock up more than 130% year-to-date. A gain of that magnitude in three months will tempt some profit-taking, and the RSI does look extended above 75. But the Moving Average Convergence Divergence (MACD) indicator shows bullish momentum is still building — suggesting the stock may have further to run before the next meaningful pullback.
<div class="lb-trans">与 KLAC 一样，AGX 在 50 日移动平均线处找到了持续的支撑，帮助股价在年初至今上涨超过 130%。在三个月内如此幅度的上涨将诱使一些投资者获利了结，而 RSI 确实看起来超过了 75。但移动平均收敛发散 (MACD) 指标显示看涨动量仍在积累——这表明在下一次有意义的回调之前，股价可能还有进一步上涨的空间。
</div>Murphy USA Inc. (NYSE: MUSA) Benzinga Edge Quality Score: 94.99
<div class="lb-trans">Murphy USA Inc. (NYSE: MUSA) Benzinga Edge 质量评分：94.99
</div>Murphy USA is a downstream oil and gas company operating more than 1,500 U.S. fuel and convenience retail locations under brands including Murphy Express and QuikChek, along with wholesale fuel distribution through third-party channels. The closure of the Strait of Hormuz has been a tailwind for downstream operators, and MUSA shares are up more than 50% in the last three months. The company had already raised its dividend payout by more than 18% last October — and then followed that with one of its strongest quarters in recent memory in Q1 2026, including a 44% EPS surprise.
<div class="lb-trans">Murphy USA 是一家下游石油和天然气公司，在美国运营超过 1500 个燃料和便利零售地点，品牌包括 Murphy Express 和 QuikChek，并通过第三方渠道进行批发燃料分销。霍尔木兹海峡的关闭对下游运营商形成了顺风，MUSA 股票在过去三个月上涨超过 50%。该公司在去年十月已经将股息支付提高了超过 18%——然后在 2026 财年第一季度跟进了最近记忆中最强劲的季度，包括 44% 的每股收益惊喜。
</div><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/07132952/MURP-1024x482.png" alt="" original-src="https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/07132952/MURP-1024x482.png"/>
The MUSA rally actually predates the Iran conflict: a five-day winning streak in late February and early March pushed the stock above both its 50-day and 200-day moving averages. The April 29 earnings release then sent shares up more than 14% in a single session. Some profit-taking followed, pulling the RSI out of overbought territory. The MACD, however, hasn’t pulled back — it suggests buying momentum is beginning to rebuild even as the post-earnings euphoria fades.
<div class="lb-trans">MUSA 的反弹实际上早于伊朗冲突：在 2 月底和 3 月初的五天连胜使股价突破了 50 日和 200 日移动平均线。4 月 29 日的财报发布后，股价在一个交易日内上涨超过 14%。随后出现了一些获利了结，使 RSI 从超买区域回落。然而，MACD 并没有回落——它表明即使在财报后的狂欢消退时，买入动量也开始重新积累。
</div>Monolithic Power Systems Inc. (NASDAQ: MPWR) Benzinga Edge Quality Score: 91.93
<div class="lb-trans">Monolithic Power Systems Inc. (NASDAQ: MPWR) Benzinga Edge 质量评分：91.93
</div>Monolithic Power Systems is a fabless chipmaker with an $80 billion market cap whose products span a wide range of electrical systems — but it’s the enterprise data division driving the stock’s 80%-plus year-to-date gain. The company comfortably beat analyst estimates in its Q1 2026 results, released April 30, posting record sales and EPS. Enterprise data was the story: revenue in that segment jumped 85% year over year. Management guided Q2 revenue above $900 million with expected EPS of $5.49. Monolithic Power also pays a small but steadily growing dividend — currently yielding 0.48% — and has raised its payout for eight consecutive years at a 25% annualized growth rate over the last five. The most recent increase came in February, when management lifted the per-share payout from $1.56 to $2.00.
<div class="lb-trans">单片电源系统是一家无晶圆厂芯片制造商，市值达 800 亿美元，其产品涵盖广泛的电气系统——但推动股票年初至今上涨超过 80% 的主要是企业数据部门。该公司在 2026 年第一季度的业绩中轻松超出分析师预期，发布了创纪录的销售额和每股收益。企业数据是关键：该部门的收入同比增长了 85%。管理层预计第二季度收入将超过 9 亿美元，预计每股收益为 5.49 美元。单片电源系统还支付小额但稳定增长的股息——目前收益率为 0.48%——并在过去五年以 25% 的年化增长率连续八年提高分红。最近一次增加是在二月份，当时管理层将每股分红从 1.56 美元提高到 2.00 美元。
</div><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/07133033/MONO-1024x507.png" alt="" original-src="https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/07133033/MONO-1024x507.png"/>
More than 40% of the stock’s year-to-date gain has come in the last 30 days, and MPWR now appears to be consolidating ahead of its next move. The post-earnings reaction was muted, allowing the share price to pull back from the upper Bollinger Band toward a more neutral position. The MACD hinted at slowing momentum, but the bearish crossover failed to materialize — a sign that sellers are hard to find in this market. With the stock out of overbought territory, the longer-term uptrend looks intact.
<div class="lb-trans">超过 40% 的股票年初至今的涨幅是在过去 30 天内实现的，MPWR 现在似乎在为下一步行动进行整合。财报后的反应较为平淡，使得股价从上方布林带回落至更中性的水平。MACD 暗示动能减缓，但看跌交叉并未出现——这表明在这个市场中卖家难以找到。随着股票脱离超买区域，长期上涨趋势看起来依然完好。
</div>

4 只高质量的股票，其股息正在增长