V型反弹来袭！Tom Lee看好这10只被错杀的大盘股

Group 1 - The U.S. stock market is experiencing a "V-shaped" rebound following a significant sell-off triggered by President Trump's announcement of increased tariffs [1][3] - The S&P 500 index briefly entered bear market territory, but has since risen over 2% since April 2, when the tariff plans were first announced [1] - Historical data shows that out of 18 waterfall declines since 1950, 17 have led to a V-shaped recovery, indicating a strong likelihood of continued market improvement [3] Group 2 - Fundstrat's Tom Lee has compiled a list of large-cap stocks that investors should focus on during the rebound, particularly those that have already declined significantly prior to the tariff announcement [4] - Stocks selected must have a market capitalization exceeding $15 billion and have dropped over 30% between mid-February and early April [4] - Lululemon (LULU) is highlighted as a stock that meets all criteria, having fallen over 21% year-to-date but rebounding more than 7% in the recent rally [4] Group 3 - Super Micro Computer (SMCI) is another stock on the list, which has seen nearly a 10% increase year-to-date, with a more than 4% rise in the recent market surge [5] - Analysts maintain a "neutral" rating on SMCI, but the average target price suggests over 20% upside potential [5]