每份对标 A-M 模块 + Reverse DCF + 概率加权 IRR + Action Price + Pre-Mortem。War Room Top 3 按 conviction 选，不按 Phase 1 分数硬推。
Information Technology / Technology Hardware, Storage & Peripherals
$434.78 · $281B · 总分 81.9 · 3M +62.2% · YTD +238.6% · PE_TTM 34.643x
Consumer Staples / Consumer Staples Merchandise Retail
$158.25 · $72B · 总分 80.8 · 3M +24.1% · YTD +61.6% · PE_TTM 16.415x
Information Technology / Semiconductors
$974.33 · $1.10T · 总分 79.9 · 3M +28.7% · YTD +230.1% · PE_TTM 22.023x
Energy / Oil & Gas Refining & Marketing
$240.00 · $96B · 总分 77.0 · 3M +37.6% · YTD +86.0% · PE_TTM 13.698x
Financials / Transaction & Payment Processing Services
$62.30 · $53B · 总分 75.8 · 3M +40.6% · YTD +6.2% · PE_TTM 11.776x
Financials / Property & Casualty Insurance
$220.34 · $128B · 总分 68.1 · 3M +11.2% · YTD +2.8% · PE_TTM 11.055x
Health Care / Life Sciences Tools & Services
$627.55 · $232B · 总分 66.9 · 3M +40.5% · YTD +8.3% · PE_TTM 33.775x
Health Care / Pharmaceuticals
$148.99 · $368B · 总分 66.4 · 3M +23.6% · YTD +41.2% · PE_TTM 119.192x
Industrials / Agricultural & Farm Machinery
$620.94 · $168B · 总分 66.4 · 3M +16.8% · YTD +33.2% · PE_TTM 35.18x
Consumer Discretionary / Automobile Manufacturers
$86.15 · $76B · 总分 65.5 · 3M +10.4% · YTD +5.8% · PE_TTM 38.459x