2025年冬季股票指南 (英文版)

THE TOP STOCKSof 2025 The NewMarketSurge Beta MarketSurge just underwent its biggest upgrade ever. •Fully customizable charts with zooming •100+ new technical indicators includingBollinger Bands, MACD and more A more stable platform architecture for • To try MarketSurge Beta, go to the MarketSurge homepageand click “Open Charts (Beta).” Stock Guide // Winter 2025 In 2025, the stock market deliveredanother year of resilience in the faceof uncertainty. Tariff concerns returnedto the spotlight, geopolitical tensionscreated fearful headlines and recessionforecasts never fully disappeared. Yet For our Q&A, we sat down with ScottSt. Clair, IBD’s Senior Premium ProductGroup Manager and expert on all thingsMarketSurge. Scott shared insight intothe recently launched MarketSurgebeta, discussing some of the newly As always, if you have any questionsor comments about MarketSurge,please call one of our product coachesat(800) 831-2525or email us at MarketSurge@investors.com. We’rehere to help you make more money in In this edition of the MarketSurgeStock Guide, we present two featurearticles unpacking the 2025 market.Our first feature article breaks downthe top-performing stocks and sectorsof the year. From standout minersand materials to select names in Best returns,The MarketSurge Team TABLE OF CONTENTS STOCK GUIDEWINTER 2025 MARKET CHART4 FEATURE ARTICLES6 The Top Stocks of 202510 Hecla Mining (HL)11Micron Technology (MU)12Seagate Technology (STX)13Robinhood Markets (HOOD)14Ciena (CIEN)15Palantir Technologies (PLTR) 165 Big Takeaways from 2025 Q&A20A Conversation with Scott St. Clair CONNECT WITH US THE TOP STOCKSof 2025 How We Picked These Stocks This list screens for companies with 20%+ quarterlyEPS growth, a $10 billion+ market cap (important forinstitutional sponsorship) and strong daily tradingvolume. We sorted by percentage gain for the year to On pages 10-15 you’ll find charts for several of these stocks annotated by the THE TOP SECTORS OF 2025 tech stock just because it had an AIangle. The names that continuedto work were the ones deliveringsolid earnings and showing clear SECTOR HEADLINES FROM 2025 Tech regained its crown. After a banner 2023 in which it ledall sectors with a 54.7% increase,technology fell back to fourth place in2024. In 2025, it reclaimed the No. 1spot with a +23.8% gain. While the pace In 2026, investors will be watchingwhether AI-related capital expenditurecan hold at its current pace andwhether tech companies can sustain Much of the strength was concentratedin AI-adjacent chipmakers,semiconductor equipment companiesand select enterprise software Communication Services stayed near After leading all sectors in 2024,Communication Services followed upwith another strong year, gaining +21.6%.While returns were more moderate stocks formed proper bases and brokeout as money rotated beyond mega-cap technology. The steady rather thandramatic gains reinforced the idea that Strength in digital advertising, streamingplatforms and online engagement con-tinued to support major players withinthe group. Earnings stayed resilient,and many of the sector’s larger compo- For 2026, the industrial sector’s perfor-mance will likely hinge on the durabilityof economic growth and corporate in-vestment trends. Investors will be watch- Financials cooled but held their ground. Financials slipped from the No. 2 spotin 2024 to fourth place, posting a+13.3% gain compared to +28.5% theyear before. While the pace slowed, the This year, investors will be watching adrevenue trends and user engagementacross major platforms. Because manyof the sector’s largest companies (like Shifting interest rate expectations and aslowdown in loan growth reduced someof the tailwinds that fueled 2024’s surge.Even so, many banks and financial Industrials climbed the rankings. Industrials gained momentum,closing out the year in the No. 3spot with a +17.7% gain compared to+15.6% in 2024. The sector benefited Interest rates and incoming economicdata will continue to shape the sector’spath in 2026. Investors will be payingclose attention to credit conditions, loan While not every industry groupparticipated equally, several industrial BIG TAKEAWAYSFROM 20255 If there was one word that defined2025, it was uncertainty. Tariffs domi-nated headlines, geopolitical tensionsescalated and economists spent muchof the year warning that a long-delayed corporate margins at a time whencompanies were already grappling withhigher costs. Ongoing geopoliticaltensions also kept uncertainty high,making it harder for investors to feelconfident about the broader economic The S&P 500 finished the year up rough-ly 16%—not as eye-popping as 2024’sgains, but it was more than respectablegiven the obstacles investors faced, andstill well above the historical average. Fordisciplined investors, 2025 reinforced afamiliar lesson: Markets don’t need clarity The market didn’t ignore those risks,but it didn’t collapse under their