--- title: "儘管收益率壓力上升,小盤股的價值選擇仍然出現" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286854312.md" description: "一份新的候選名單突出了前 10 只市值較小的股票,這些股票具有低的未來市盈率和強勁的盈利能力,包括 Ironwood Pharmaceuticals 和 Upbound Group。然而,10 年期國債收益率的上升可能會對依賴債務融資和消費者需求的小型股產生負面影響,從而影響它們的估值。相反,像 AI 基礎設施和能源這樣的行業,由 Mayville Engineering 和 Infinity Natural Resources 代表,可能會從企業資本支出的變化中受益" datetime: "2026-05-19T04:43:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286854312.md) - [en](https://longbridge.com/en/news/286854312.md) - [zh-HK](https://longbridge.com/zh-HK/news/286854312.md) --- # 儘管收益率壓力上升,小盤股的價值選擇仍然出現 New value shortlist: Top 10 small-cap stocks with low forward P/E and strong profitability grades identified, led by Ironwood Pharmaceuticals and Upbound Group. Yield headwinds loom: Rising 10-year Treasury yields could hurt small caps reliant on debt financing and consumer demand, pressuring valuations and growth prospects. Sector bright spots: AI infrastructure and energy plays like Mayville Engineering and Infinity Natural Resources could benefit from corporate capex shifts. ### 相關股票 - [IRWD.US](https://longbridge.com/zh-HK/quote/IRWD.US.md) - [UPBD.US](https://longbridge.com/zh-HK/quote/UPBD.US.md) - [INR.US](https://longbridge.com/zh-HK/quote/INR.US.md) - [MEC.US](https://longbridge.com/zh-HK/quote/MEC.US.md) ## 相關資訊與研究 - [債券市場拋售不會威脅牛市格局:Yardeni 研究](https://longbridge.com/zh-HK/news/287086821.md) - [電力需求越來越大,台灣深度節能計畫累計省電破 120 億度](https://longbridge.com/zh-HK/news/287182341.md) - [日本 10 年期國債收益率觸及 29 年高位!美元/日元觸及 159,有望迎六連漲!](https://longbridge.com/zh-HK/news/286881145.md) - [雲豹能源搶攻 AI 資料中心商機 熙特爾獲美訂單](https://longbridge.com/zh-HK/news/287051078.md) - [雲豹能源再添生力軍 台普威能源 27 日掛牌興櫃](https://longbridge.com/zh-HK/news/287018212.md)