伊朗戰爭後的反彈迅速而猛烈——但上漲的潮水也會抬起所有的船，包括那些漏水的船。當每隻股票都在上漲時，分辨真正的優質股票和投機性動量幾乎變得不可能。直到某一天，這種情況突然變得重要。
有一個篩選工具可以穿透噪音。使用 Benzinga Edge 的質量指標——一個綜合評分，獎勵盈利一致性、財務實力和運營韌性——結合過去 12 個月至少 10% 的股息增長率，我們識別出了五家公司，它們的收益是實至名歸的。每家公司都擁有超過 90 的質量評分。這些公司不是依賴潮水高漲的動量股，而是那些在同行僅僅努力生存時，仍然持續提高分紅的企業。
目前，其中兩家公司剛剛發佈了超預期的財報——一家在其最高增長部門實現了 85% 的同比增長，另一家則以 44% 的每股收益超出預期，導致股價在一個交易日內上漲 14%。其中一家剛剛宣佈了第 17 次連續增加股息，這次增幅超過 20%。以下是質量篩選的結果。
KLA Corp. (NASDAQ: KLAC) Benzinga Edge 質量評分：97.90
KLA Corp. 已成為半導體供應鏈中最關鍵的環節之一。這家市值 2370 億美元的公司製造用於全球半導體制造廠質量控制過程的晶圓製造設備。在過去五年中，股價上漲近 500%，儘管在當前的半導體反彈中，它的表現落後於一些更具拋物線特徵的同行。公司在 2026 財年第三季度的財報中幾乎沒有解釋相對錶現不佳的原因：管理層維持了 2026 財年的全年指引，並宣佈了第 17 次連續增加股息，這次增幅超過 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 股票也處於強勁的技術上升趨勢中。自去年春季開始看漲動量以來，50 日移動平均線一直作為可靠的支撐，過去 12 個月股價上漲超過 160%。經過短暫回調後，相對強弱指數 (RSI) 再次突破 50 的看漲閾值——這通常是下一個上漲動量正在形成的信號。花旗集團是看漲陣營中的一員；該公司的分析師最近將目標價上調至 2067 美元。
8 個鮮為人知的股票代碼可 “後門” 進入 SpaceX（上市前）
SpaceX 將成為有史以來最大的 IPO。但上市前的股票被鎖在為對沖基金和硅谷內部人士保留的天鵝絨繩後面。我們發現了 8 個鮮為人知的股票代碼，直接與 SpaceX 相關。抓住其中一個，你就為埃隆敲鐘時可能產生的漣漪做好了準備。在這裏獲取所有 8 個股票代碼
Argan Corp. (NASDAQ: AGX) Benzinga Edge 質量評分：96.09
Argan Corp. 曾是一家相對無名的小型建築公司，專注於可再生能源——直到過去 12 個月內股價上漲 300% 改變了這一點。公司的市值已超過 100 億美元，這一增長得益於創紀錄的收益，包括 2026 財年 1.37 億美元的淨收入。2026 財年第四季度毛利率加速至 25%，項目積壓現已接近 30 億美元。公司還在去年底將股息提高至每股 0.50 美元——這是兩年來的第二次增幅。
<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"/>
與 KLAC 一樣，AGX 在 50 日移動平均線處找到了持續的支撐，幫助股價在年初至今上漲超過 130%。在三個月內如此幅度的上漲將誘使一些投資者獲利了結，而 RSI 確實看起來超過了 75。但移動平均收斂發散 (MACD) 指標顯示看漲動量仍在積累——這表明在下一次有意義的回調之前，股價可能還有進一步上漲的空間。
Murphy USA Inc. (NYSE: MUSA) Benzinga Edge 質量評分：94.99
Murphy USA 是一家下游石油和天然氣公司，在美國運營超過 1500 個燃料和便利零售地點，品牌包括 Murphy Express 和 QuikChek，並通過第三方渠道進行批發燃料分銷。霍爾木茲海峽的關閉對下游運營商形成了順風，MUSA 股票在過去三個月上漲超過 50%。該公司在去年十月已經將股息支付提高了超過 18%——然後在 2026 財年第一季度跟進了最近記憶中最強勁的季度，包括 44% 的每股收益驚喜。
<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 的反彈實際上早於伊朗衝突：在 2 月底和 3 月初的五天連勝使股價突破了 50 日和 200 日移動平均線。4 月 29 日的財報發佈後，股價在一個交易日內上漲超過 14%。隨後出現了一些獲利了結，使 RSI 從超買區域回落。然而，MACD 並沒有回落——它表明即使在財報後的狂歡消退時，買入動量也開始重新積累。
Monolithic Power Systems Inc. (NASDAQ: MPWR) Benzinga Edge 質量評分：91.93
單片電源系統是一家無晶圓廠芯片製造商，市值達 800 億美元，其產品涵蓋廣泛的電氣系統——但推動股票年初至今上漲超過 80% 的主要是企業數據部門。該公司在 2026 年第一季度的業績中輕鬆超出分析師預期，發佈了創紀錄的銷售額和每股收益。企業數據是關鍵：該部門的收入同比增長了 85%。管理層預計第二季度收入將超過 9 億美元，預計每股收益為 5.49 美元。單片電源系統還支付小額但穩定增長的股息——目前收益率為 0.48%——並在過去五年以 25% 的年化增長率連續八年提高分紅。最近一次增加是在二月份，當時管理層將每股分紅從 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"/>
超過 40% 的股票年初至今的漲幅是在過去 30 天內實現的，MPWR 現在似乎在為下一步行動進行整合。財報後的反應較為平淡，使得股價從上方布林帶回落至更中性的水平。MACD 暗示動能減緩，但看跌交叉並未出現——這表明在這個市場中賣家難以找到。隨着股票脱離超買區域，長期上漲趨勢看起來依然完好。

科磊

這篇文章強調了四隻高質量的股票，這些股票的股息不斷增長，特別關注了 KLA Corp. (KLAC) 和 Argan Corp. (AGX) 作為伊朗戰爭後表現突出的公司。KLAC 的質量評分為 97.90，在五年內增長了 500%，並且最近宣佈了連續第 17 次的股息增加。AGX 的評分為 96.09，在過去一年中增長了 300%，得益於創紀錄的收益和不斷增長的項目積壓。其他值得注意的公司包括 Murphy USA Inc. (MUSA)，它也經歷了顯著的增長和股息增加

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">伊朗戰爭後的反彈迅速而猛烈——但上漲的潮水也會抬起所有的船，包括那些漏水的船。當每隻股票都在上漲時，分辨真正的優質股票和投機性動量幾乎變得不可能。直到某一天，這種情況突然變得重要。
</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">有一個篩選工具可以穿透噪音。使用 Benzinga Edge 的質量指標——一個綜合評分，獎勵盈利一致性、財務實力和運營韌性——結合過去 12 個月至少 10% 的股息增長率，我們識別出了五家公司，它們的收益是實至名歸的。每家公司都擁有超過 90 的質量評分。這些公司不是依賴潮水高漲的動量股，而是那些在同行僅僅努力生存時，仍然持續提高分紅的企業。
</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，其中兩家公司剛剛發佈了超預期的財報——一家在其最高增長部門實現了 85% 的同比增長，另一家則以 44% 的每股收益超出預期，導致股價在一個交易日內上漲 14%。其中一家剛剛宣佈了第 17 次連續增加股息，這次增幅超過 20%。以下是質量篩選的結果。
</div>KLA Corp. (NASDAQ: KLAC) Benzinga Edge Quality Score: 97.90
<div class="lb-trans">KLA Corp. (NASDAQ: KLAC) Benzinga Edge 質量評分：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. 已成為半導體供應鏈中最關鍵的環節之一。這家市值 2370 億美元的公司製造用於全球半導體制造廠質量控制過程的晶圓製造設備。在過去五年中，股價上漲近 500%，儘管在當前的半導體反彈中，它的表現落後於一些更具拋物線特徵的同行。公司在 2026 財年第三季度的財報中幾乎沒有解釋相對錶現不佳的原因：管理層維持了 2026 財年的全年指引，並宣佈了第 17 次連續增加股息，這次增幅超過 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 股票也處於強勁的技術上升趨勢中。自去年春季開始看漲動量以來，50 日移動平均線一直作為可靠的支撐，過去 12 個月股價上漲超過 160%。經過短暫回調後，相對強弱指數 (RSI) 再次突破 50 的看漲閾值——這通常是下一個上漲動量正在形成的信號。花旗集團是看漲陣營中的一員；該公司的分析師最近將目標價上調至 2067 美元。
</div>8 little-known tickers to ‘Backdoor' into SpaceX (Pre-IPO)
<div class="lb-trans">8 個鮮為人知的股票代碼可 “後門” 進入 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 將成為有史以來最大的 IPO。但上市前的股票被鎖在為對沖基金和硅谷內部人士保留的天鵝絨繩後面。我們發現了 8 個鮮為人知的股票代碼，直接與 SpaceX 相關。抓住其中一個，你就為埃隆敲鐘時可能產生的漣漪做好了準備。在這裏獲取所有 8 個股票代碼
</div>Argan Corp. (NASDAQ: AGX) Benzinga Edge Quality Score: 96.09
<div class="lb-trans">Argan Corp. (NASDAQ: AGX) Benzinga Edge 質量評分：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. 曾是一家相對無名的小型建築公司，專注於可再生能源——直到過去 12 個月內股價上漲 300% 改變了這一點。公司的市值已超過 100 億美元，這一增長得益於創紀錄的收益，包括 2026 財年 1.37 億美元的淨收入。2026 財年第四季度毛利率加速至 25%，項目積壓現已接近 30 億美元。公司還在去年底將股息提高至每股 0.50 美元——這是兩年來的第二次增幅。
</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">與 KLAC 一樣，AGX 在 50 日移動平均線處找到了持續的支撐，幫助股價在年初至今上漲超過 130%。在三個月內如此幅度的上漲將誘使一些投資者獲利了結，而 RSI 確實看起來超過了 75。但移動平均收斂發散 (MACD) 指標顯示看漲動量仍在積累——這表明在下一次有意義的回調之前，股價可能還有進一步上漲的空間。
</div>Murphy USA Inc. (NYSE: MUSA) Benzinga Edge Quality Score: 94.99
<div class="lb-trans">Murphy USA Inc. (NYSE: MUSA) Benzinga Edge 質量評分：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氣公司，在美國運營超過 1500 個燃料和便利零售地點，品牌包括 Murphy Express 和 QuikChek，並通過第三方渠道進行批發燃料分銷。霍爾木茲海峽的關閉對下游運營商形成了順風，MUSA 股票在過去三個月上漲超過 50%。該公司在去年十月已經將股息支付提高了超過 18%——然後在 2026 財年第一季度跟進了最近記憶中最強勁的季度，包括 44% 的每股收益驚喜。
</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 的反彈實際上早於伊朗衝突：在 2 月底和 3 月初的五天連勝使股價突破了 50 日和 200 日移動平均線。4 月 29 日的財報發佈後，股價在一個交易日內上漲超過 14%。隨後出現了一些獲利了結，使 RSI 從超買區域回落。然而，MACD 並沒有回落——它表明即使在財報後的狂歡消退時，買入動量也開始重新積累。
</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 質量評分：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">單片電源系統是一家無晶圓廠芯片製造商，市值達 800 億美元，其產品涵蓋廣泛的電氣系統——但推動股票年初至今上漲超過 80% 的主要是企業數據部門。該公司在 2026 年第一季度的業績中輕鬆超出分析師預期，發佈了創紀錄的銷售額和每股收益。企業數據是關鍵：該部門的收入同比增長了 85%。管理層預計第二季度收入將超過 9 億美元，預計每股收益為 5.49 美元。單片電源系統還支付小額但穩定增長的股息——目前收益率為 0.48%——並在過去五年以 25% 的年化增長率連續八年提高分紅。最近一次增加是在二月份，當時管理層將每股分紅從 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">超過 40% 的股票年初至今的漲幅是在過去 30 天內實現的，MPWR 現在似乎在為下一步行動進行整合。財報後的反應較為平淡，使得股價從上方布林帶回落至更中性的水平。MACD 暗示動能減緩，但看跌交叉並未出現——這表明在這個市場中賣家難以找到。隨着股票脱離超買區域，長期上漲趨勢看起來依然完好。
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4 只高質量的股票，其股息正在增長