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标普500再创历史新高 20大功臣出炉、SanDisk暴涨逾5倍居冠

2026-10-02 17:11:50 网络 阅读(59)

标普500指数周四(13日)再创历史新高,盘中一度攀上7,816.70点,突破8月5日写下的7,793.68点前高,当日上涨0.6%,今年迄今累计涨幅扩大至13.5%。推升大盘创高背后,除了多数成分股参与涨势,一批涨幅惊人的强势股更成为本轮行情重要推手。

标普500再创历史新高 20大功臣出炉、SanDisk暴涨逾5倍居冠

今年标普500涨势具有一定广度,500档成分股中已有350档上涨,但领涨力道仍集中在部分个股。尤其半导体、资料储存、伺服器及AI硬体相关企业表现突出,其中SanDisk今年迄今暴涨559.7%,涨幅超过5倍,居所有标普500成分股之冠。

今年迄今标普500涨幅最大的20档成分股分别为:

SanDisk Corp(SNDKV-US) :+559.7%
戴尔科技(DELL-US) :+296.5%
美光科技(MU-US) :+240.8%
希捷科技(STX-US) :+234.8%
(WDC-US) :+186.5%
英特尔(INTC-US) :+185.7%
Marvell(MRVL-US) :+169.8%
慧与(HPE-US) :+152.1%
Lumentum(LITE-US) :+147.9%
超微(AMD-US) :+130.9%
应用材料(AMAT-US) :+118.3%
泰瑞达(TER-US) :+117.7%
莫德纳(MRNA-US) :+116.4%
Palo Alto Networks(PANW-US) :+112.7%
马拉松石油(MPC-US) ):+112.4%
Flex(FLEX-US) :+109.6%
Valero Energy(VLO-US) :+107.3%
Fortinet(FTNT-US) :+105.8%
科林研发(LRCX-US) :+101.1%
Ciena(CIEN-US) :+96.6%

从榜单来看,科技硬体相关企业占据明显优势。前十大中,SanDisk、美光、希捷与威腾均与记忆体或资料储存市场密切相关;戴尔、慧与科技则属伺服器与企业硬体业者,英特尔、Marvell及超微等晶片股同样跻身前列。

半导体设备股也没有缺席,应用材料、泰瑞达与科林研发今年涨幅均超过一倍。此外,资安业者Palo Alto Networks、Fortinet,以及能源股马拉松石油、Valero Energy也进入前20名,显示本轮涨势并非完全局限於单一产业。

在标普500今年上涨13.5%、持续刷新历史高点之际,这20档个股涨幅最低也接近翻倍,成为今年美股多头行情中最突出的领涨族群。

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    "description": "标普500指数周四(13日)再创历史新高,盘中一度攀上7,816.70点,突破8月5日写下的7,793.68点前高,当日上涨0.6%,今年迄今累计涨幅扩大至13.5%。推升大盘创高背后,除了多数成分股参与涨势,一批涨幅惊人的强势股更成为本轮行情重要推手。 今年标普500涨势具有一定广度,500档成分股中已有350档上涨,但领涨力道仍集中在部分个股。尤其半导体、资料储存、伺服器及AI硬体相关企业表现突出,其中SanDisk今年迄今暴涨559.7%,涨幅超过5倍,居所有标普500成分股之冠。 今年迄",
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