<p>最初作为地缘政治冲击的事件，令人惊讶的是，它已经逐渐淡化为背景噪音。在围绕伊朗冲突的初次恐慌之后，华尔街重新找回了立足点，并持续攀升，标准普尔 500 指数和纳斯达克指数回到了创纪录的水平，而道琼斯指数则接近其历史高点。市场似乎相信，除非出现另一次突发升级，否则更广泛的经济引擎依然完好无损。</p>
<h3>在 TipRanks 上享受 55% 的折扣</h3>
<ul>
<li>解锁对冲基金级别的数据和强大的投资工具，以做出更聪明、更精准的决策</li>
<li>发现表现优异的股票创意，并升级到市场领先者的投资组合，使用智能投资者精选</li>
</ul>
<p>这种信心得到了企业盈利韧性、持续的经济扩张以及技术领域与人工智能相关投资的不断加速的支持。投资者在很大程度上将注意力重新转向季度业绩、超大规模企业的支出以及更广泛的人工智能建设，而不是中东的日常动态。同时，与停火预期相关的油价下跌也有助于缓解通胀担忧。</p>
<p>与此同时，战争仍然在全球贸易和能源流动上留下了痕迹。随着公司试图减少对霍尔木兹海峡的依赖，航运路线和出口模式正在重新调整，而美国的能源出口在这种干扰中变得更加重要。尽管特朗普总统与伊朗领导层之间的紧张关系仍然给局势带来不确定性，但停火似乎有足够的动力以避免更广泛的经济冲击，尤其是在油价持续从战时高点回落的情况下。</p>
<p>瑞银的首席投资办公室一直在密切关注这一局势，并对当前的发展表示：“我们认为，到年底美国股票还有上涨空间，上周大型科技公司的业绩确认了持续的人工智能需求。但由于中东局势仍然不稳定，以及人工智能参与者和应用之间竞争加剧，我们认为市场下一个阶段的涨幅可能会表现出领导层的广泛化，超越大型科技股。”</p>
<p>在这种背景下，该银行的一些顶级分析师正在挑选跨多个行业和投资主题的股票。他们的选择包括那些能够从持续市场强劲中受益的公司，以及在条件变得更加波动时能够保持良好的公司。我们打开了 TipRanks 数据库，仔细查看了他们的两个选择。</p>
<p><strong>Ultra Clean Holdings</strong> <strong>(UCTT)</strong></p>
<p>人工智能可能已成为半导体行业最大的增长引擎，但在幕后推动芯片生产的公司同样变得至关重要。其中一个名字是 Ultra Clean Holdings，这是一家深度嵌入半导体制造链的供应商。</p>
<p>Ultra Clean 并不自己设计芯片，而是提供保持先进晶圆制造顺利运行所需的高度专业化组件、子系统、清洁解决方案和精密制造服务。其产品涵盖从原型支持到高精度生产工具的一切，而其清洁和涂层服务在维持半导体制造所需的超敏感环境中发挥着关键作用。</p>
<p>Ultra Clean 的产品和服务已在芯片行业之外找到了应用。整个高科技数字设备生态系统——用于智能家居、自动驾驶汽车和工业基础设施等一切——都依赖于严格的制造标准，而这正是 Ultra Clean 所处的精确细分市场。</p>
<p>投资者对此注意到了，毫无疑问。由于对硅芯片和人工智能数据中心硬件的需求上升，Ultra Clean 的股票今年上涨了 215%，为更广泛的半导体供应链创造了强劲的背景。</p>
<p>在其最近的财务报告中，涵盖 2026 年第一季度，Ultra Clean 报告总收入为 5.337 亿美元，同比增长 3%，比预期高出 840 万美元。收入总额包括来自服务的 6800 万美元和来自产品销售的 4.657 亿美元。在底线方面，UCTT 的收益报告为非 GAAP 每股收益 0.31 美元，较去年第一季度的 0.23 美元有所上升，并超出预期 5 美分。</p>
<p>瑞银分析师 Timothy Arcuri 在 TipRanks 中被评为超过 12,000 名华尔街分析师中的第 2 位，他认为该公司处于良好位置，并指出：“该公司约 60% 的收入来自 LRCX 和 AMAT，使其恰好处于一个由产能驱动的 WFE 上行周期的甜蜜点——可以说，这是该行业 20 多年来最重要的周期。我们认为，投资者应该寻求接触半导体供应链，特别是因为估计修正尚未完全显现，而上行周期（及修正）的幅度仍然被许多投资者低估。我们预计 WFE 在 2026/2027 年的增长将超过 20%，随后推动我们模型的每股收益在同一时期将比市场预期高出 53%/+124%。</p>
<p>展望未来，这位顶级分析师对 UCTT 给予买入评级，并设定 130 美元的目标价，意味着该股票在一年内将上涨 63%。（要查看 Arcuri 的业绩记录，请点击这里）</p>
<p>总体而言，UCTT 最近有 5 条分析师评论记录，全部为正面——给予该股票一致的强烈买入共识评级。该股票目前交易价格为 79.90 美元，其 104.40 美元的平均目标价意味着未来 12 个月的上涨空间约为 31%。（见 <strong>UCTT 股票预测</strong>）</p>

超科林半导体

费城交易所 半导体 ETF - iShares

半导体 ETF - VanEck Vectors

<p>瑞银分析师建议在市场反弹持续的情况下购买两只股票，这一反弹受到强劲企业盈利和人工智能投资的推动。他们强调了超科林半导体（Ultra Clean Holdings，UCTT），这是一家半导体制造领域的关键参与者，今年股价上涨了 215%。UCTT 在 2026 年第一季度报告的收入为 5.337 亿美元，超出预期。瑞银认为，美国股票仍有增长空间，市场领导地位正在向主要科技公司之外转移，尽管地缘政治紧张局势仍在持续</p>

<p>What began as a geopolitical shock has, somewhat surprisingly, faded into background noise. After an initial bout of panic surrounding the Iran conflict, Wall Street regained its footing and then kept climbing, with the S&amp;P 500 and Nasdaq returning to record territory while the Dow sits within striking distance of its own highs. Markets appear convinced that, barring another sudden escalation, the broader economic engine remains intact.</p>
<div class="lb-trans"><p>最初作为地缘政治冲击的事件，令人惊讶的是，它已经逐渐淡化为背景噪音。在围绕伊朗冲突的初次恐慌之后，华尔街重新找回了立足点，并持续攀升，标准普尔 500 指数和纳斯达克指数回到了创纪录的水平，而道琼斯指数则接近其历史高点。市场似乎相信，除非出现另一次突发升级，否则更广泛的经济引擎依然完好无损。</p>
</div><h3>Claim 55% Off TipRanks</h3>
<div class="lb-trans"><h3>在 TipRanks 上享受 55% 的折扣</h3>
</div><ul>
<li>Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions</li>
<li>Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks</li>
</ul>
<div class="lb-trans"><ul>
<li>解锁对冲基金级别的数据和强大的投资工具，以做出更聪明、更精准的决策</li>
<li>发现表现优异的股票创意，并升级到市场领先者的投资组合，使用智能投资者精选</li>
</ul>
</div><p>That confidence has been supported by a combination of resilient corporate earnings, ongoing economic expansion, and the relentless pace of AI-related investment across the technology sector. Investors have largely shifted their focus back toward quarterly results, hyperscaler spending, and the broader AI buildout rather than daily developments from the Middle East. Meanwhile, falling oil prices tied to cease-fire expectations have also helped calm inflation worries.</p>
<div class="lb-trans"><p>这种信心得到了企业盈利韧性、持续的经济扩张以及技术领域与人工智能相关投资的不断加速的支持。投资者在很大程度上将注意力重新转向季度业绩、超大规模企业的支出以及更广泛的人工智能建设，而不是中东的日常动态。同时，与停火预期相关的油价下跌也有助于缓解通胀担忧。</p>
</div><p>At the same time, the war has still left fingerprints on global trade and energy flows. Shipping routes and export patterns are being reworked as companies attempt to reduce exposure to the Strait of Hormuz, while U.S. energy exports gain greater importance amid the disruption. Although tensions between President Trump and the Iranian leadership still inject uncertainty into the picture, the cease-fire appears to have enough momentum to avoid a broader economic shock, especially if oil prices keep easing from their wartime highs.</p>
<div class="lb-trans"><p>与此同时，战争仍然在全球贸易和能源流动上留下了痕迹。随着公司试图减少对霍尔木兹海峡的依赖，航运路线和出口模式正在重新调整，而美国的能源出口在这种干扰中变得更加重要。尽管特朗普总统与伊朗领导层之间的紧张关系仍然给局势带来不确定性，但停火似乎有足够的动力以避免更广泛的经济冲击，尤其是在油价持续从战时高点回落的情况下。</p>
</div><p>The chief investment office at UBS has been watching the situation closely and says of current developments: &#34;We think there is room for US equities to move higher by the end of the year, and big tech results last week confirmed sustained AI demand. But with the situation in the Middle East still fluid, and amid intensifying competition among AI participants and applications, we believe the next phase of market gains is likely to be characterized by a broadening of leadership beyond the megacaps.&#34;</p>
<div class="lb-trans"><p>瑞银的首席投资办公室一直在密切关注这一局势，并对当前的发展表示：“我们认为，到年底美国股票还有上涨空间，上周大型科技公司的业绩确认了持续的人工智能需求。但由于中东局势仍然不稳定，以及人工智能参与者和应用之间竞争加剧，我们认为市场下一个阶段的涨幅可能会表现出领导层的广泛化，超越大型科技股。”</p>
</div><p>Against this backdrop, some of the bank's top analysts are picking out stocks across a wide range of sectors and investment themes. Their choices include both companies positioned to benefit from continued market strength and names that could hold up well if conditions become more volatile. We opened the TipRanks database to take a closer look at two of their choices.</p>
<div class="lb-trans"><p>在这种背景下，该银行的一些顶级分析师正在挑选跨多个行业和投资主题的股票。他们的选择包括那些能够从持续市场强劲中受益的公司，以及在条件变得更加波动时能够保持良好的公司。我们打开了 TipRanks 数据库，仔细查看了他们的两个选择。</p>
</div><p><strong>Ultra Clean Holdings</strong> <strong>(UCTT)</strong></p>
<div class="lb-trans"><p><strong>Ultra Clean Holdings</strong> <strong>(UCTT)</strong></p>
</div><p>AI may have become the semiconductor industry's biggest growth engine, but the companies enabling chip production behind the scenes are becoming just as essential. One of those names is Ultra Clean Holdings, a supplier deeply embedded across the semiconductor manufacturing chain.</p>
<div class="lb-trans"><p>人工智能可能已成为半导体行业最大的增长引擎，但在幕后推动芯片生产的公司同样变得至关重要。其中一个名字是 Ultra Clean Holdings，这是一家深度嵌入半导体制造链的供应商。</p>
</div><p>Rather than designing chips itself, Ultra Clean provides the highly specialized components, subsystems, cleaning solutions, and precision manufacturing services needed to keep advanced wafer fabrication running smoothly. Its offerings span everything from prototyping support to high-precision production tools, while its cleaning and coating services play a critical role in maintaining the ultra-sensitive environments required for semiconductor manufacturing.</p>
<div class="lb-trans"><p>Ultra Clean 并不自己设计芯片，而是提供保持先进晶圆制造顺利运行所需的高度专业化组件、子系统、清洁解决方案和精密制造服务。其产品涵盖从原型支持到高精度生产工具的一切，而其清洁和涂层服务在维持半导体制造所需的超敏感环境中发挥着关键作用。</p>
</div><p>Ultra Clean's products and services have found application beyond the chip industry. The whole ecosystem of high-tech digital devices – used in everything from smart homes to autonomous vehicles to industrial infrastructure – depends on exacting standards in manufacture, the exact niche where Ultra Clean operates.</p>
<div class="lb-trans"><p>Ultra Clean 的产品和服务已在芯片行业之外找到了应用。整个高科技数字设备生态系统——用于智能家居、自动驾驶汽车和工业基础设施等一切——都依赖于严格的制造标准，而这正是 Ultra Clean 所处的精确细分市场。</p>
</div><p>And investors have taken notice, to say the least. Shares of Ultra Clean have surged 215% this year amid rising demand for silicon chips and AI data center hardware, creating a strong backdrop across the broader semiconductor supply chain.</p>
<div class="lb-trans"><p>投资者对此注意到了，毫无疑问。由于对硅芯片和人工智能数据中心硬件的需求上升，Ultra Clean 的股票今年上涨了 215%，为更广泛的半导体供应链创造了强劲的背景。</p>
</div><p>In its last financial release, covering 1Q26, Ultra Clean reported total revenues of $533.7 million, up 3% year-over-year and $8.4 million better than had been anticipated. The revenue total included $68 million from Services and $465.7 million from Product sales. At the bottom line, UCTT's earnings, reported as a non-GAAP EPS of $0.31, were up from $0.23 in the first quarter of last year, and beat the forecast by a nickel per share.</p>
<div class="lb-trans"><p>在其最近的财务报告中，涵盖 2026 年第一季度，Ultra Clean 报告总收入为 5.337 亿美元，同比增长 3%，比预期高出 840 万美元。收入总额包括来自服务的 6800 万美元和来自产品销售的 4.657 亿美元。在底线方面，UCTT 的收益报告为非 GAAP 每股收益 0.31 美元，较去年第一季度的 0.23 美元有所上升，并超出预期 5 美分。</p>
</div><p>UBS analyst Timothy Arcuri, who is rated by TipRanks as #2 among more than 12,000 Wall Street analysts, sees the company in a sound position, noting: &#34;The company's ~60% revenue exposure to LRCX and AMAT positions it squarely in the sweet spot of a capacity driven WFE upcycle – arguably, the most significant the industry has seen in 20+ years. This is precisely when, we think, investors should seek exposure to the semicap supply chain, particularly as estimate revisions have yet to fully materialize and the magnitude of the upcycle (and the revisions) remains underappreciated by many investors. We see WFE growth of &gt;20% Y/Y across C2026/2027 subsequently driving our modeled EPS to be +53%/+124% above Street estimates in the same period.&#34;</p>
<div class="lb-trans"><p>瑞银分析师 Timothy Arcuri 在 TipRanks 中被评为超过 12,000 名华尔街分析师中的第 2 位，他认为该公司处于良好位置，并指出：“该公司约 60% 的收入来自 LRCX 和 AMAT，使其恰好处于一个由产能驱动的 WFE 上行周期的甜蜜点——可以说，这是该行业 20 多年来最重要的周期。我们认为，投资者应该寻求接触半导体供应链，特别是因为估计修正尚未完全显现，而上行周期（及修正）的幅度仍然被许多投资者低估。我们预计 WFE 在 2026/2027 年的增长将超过 20%，随后推动我们模型的每股收益在同一时期将比市场预期高出 53%/+124%。</p>
</div><p>Looking ahead, the top-rated analyst puts a Buy rating on UCTT, along with a $130 price target that points to a one-year gain of 63% for the stock. (To watch Arcuri's track record, click here)</p>
<div class="lb-trans"><p>展望未来，这位顶级分析师对 UCTT 给予买入评级，并设定 130 美元的目标价，意味着该股票在一年内将上涨 63%。（要查看 Arcuri 的业绩记录，请点击这里）</p>
</div><p>Overall, UCTT has 5 recent analyst reviews on record, and they are all positive – giving the stock its unanimous Strong Buy consensus rating. The shares are currently trading for $79.90 and their $104.40 average target price implies an upside of ~31% for the next 12 months. (See <strong>UCTT stock forecast</strong>)</p>
<div class="lb-trans"><p>总体而言，UCTT 最近有 5 条分析师评论记录，全部为正面——给予该股票一致的强烈买入共识评级。该股票目前交易价格为 79.90 美元，其 104.40 美元的平均目标价意味着未来 12 个月的上涨空间约为 31%。（见 <strong>UCTT 股票预测</strong>）</p>
</div>

'More Room to Run': UBS Suggests 2 Stocks to Buy as the Market Rally Pushes Higher

Tip Ranks

标普 500 指数

纳斯达克综合指数

道琼斯指数

瑞银集团

泛林集团

应用材料

‘还有上涨空间’：瑞银建议在市场反弹走高时买入两只股票