Skyworks Solutions, Inc. (SWKS), based in Irvine, California, is a global designer and manufacturer of analog and mixed-signal semiconductors, especially for wireless communication, RF front-end modules, and other key components for smartphones, 5G infrastructure, automotive, and other connected applications. Its market capitalization currently stands at around $12.3 billion. Companies with a market cap of $10 billion or more are typically recognized as “large-cap stocks”, a classification that reflects t ...

Milwaukee-based WEC Energy Group, Inc. (WEC) provides regulated natural gas and electricity, and non-regulated renewable energy services. With a market cap of $35.7 billion, WEC Energy operates through Wisconsin, Illinois, Other States, Electric Transmission, and Non-Utility Energy Infrastructure segments. Companies worth $10 billion or more are generally described as “large-cap stocks.” WEC Energy fits right into that category, with its market cap exceeding the threshold, reflecting its substantial size ...

公司概况 - 市值199亿美元 属于大盘股 定位高端运动服饰品牌 主打瑜伽服和运动休闲产品 [1][2] - 核心优势包括产品创新 品牌声誉强 客户忠诚度高 零售网络稳固 [2] 股价表现 - 股价较52周高点423.32美元下跌61.3% 三个月累计下跌36.6% 同期标普500指数上涨8.2% [3] - 52周累计下跌33.7% 年内累计下跌57.1% 均显著跑输标普500指数（分别上涨18.9%和11.1%） [4] - 自6月初以来持续低于50日及200日移动平均线 呈现技术性看跌趋势 [4] 财务业绩 - 2025财年第二季度营收25亿美元 同比增长7% 每股收益3.10美元超预期 [5] - 美国市场同店销售额下降4% 毛利率降至58.5% 受降价策略和关税成本影响 [5] - 下调全年营收指引至108.5-110亿美元 每股收益指引降至12.77-12.97美元 [6] 市场反应 - 财报发布后单日股价暴跌18.6% 主因美国需求疲软及关税压力 [6] - 同业公司Burlington Stores同期52周上涨5.9% 年内跌幅仅1.9% 表现优于lululemon [6] 分析师观点 - 31位覆盖该股的分析师给予"持有"共识评级 目标价均值205.08美元 较现价存在25.1%溢价空间 [7]