AI PC
AI PCはオンデバイスAIを核とする次世代PC領域。NPU/CPU/GPU、OEM、OS・アプリの生成AI統合が主要領域。このセクターの時価総額は17962.15 billion USDで、24時間の騰落率は-1.26%です。構成銘柄17銘柄のうち、7銘柄が上昇（41.18%）、10銘柄が下落（58.82%）しました。上昇率トップはCDW Corporation（CDW）で、24時間の上昇率は+3.02%でした。モメンタムはまちまちで、銘柄の広がりは弱く、先導銘柄に集中している。調整局面では流動性の高い先導株を優先し、出遅れ銘柄は削り、決算や金利のシグナル前後はポジションサイズを縮小してリスクを抑える。
名前 | 最新価格 | 変動率 % | 最新価格 / 変動率 % | チャート | 価格帯 | 操作 |
|---|---|---|---|---|---|---|
 MUMicron Technology, Inc. | 894.51¥146,413.40 | -2.78%-¥4,198.39 | 894.51 -2.78% | ¥142,079.15¥150,611.79 | ||
 NVDANvidia Corp | 197.66¥32,352.99 | -4.49%-¥1,522.20 | 197.66 -4.49% | ¥32,012.53¥33,875.21 | ||
 AAPLApple Inc. | 335.78¥54,960.47 | +0.81%+¥443.57 | 335.78 +0.81% | ¥54,516.90¥55,444.96 | ||
 INTCIntel Corp | 92.14¥15,081.48 | -0.18%-¥29.46 | 92.14 -0.18% | ¥14,482.41¥15,109.30 | ||
 AMDAdvanced Micro Devices | 491.71¥80,483.09 | -5.80%-¥4,962.78 | 491.71 -5.80% | ¥78,574.58¥85,445.87 | ||
 MSFTMicrosoft Corp | 392.18¥64,192.02 | +2.73%+¥1,708.82 | 392.18 +2.73% | ¥62,483.20¥64,445.73 | ||
 ASMLASML Holding NV | 1,655.40¥270,955.90 | -5.80%-¥16,687.18 | 1,655.40 -5.80% | ¥265,693.56¥287,643.05 | ||
 TSMTaiwan Semiconductor Manufacturing Company Ltd. | 397.79¥65,110.27 | -1.47%-¥975.53 | 397.79 -1.47% | ¥63,949.80¥66,085.80 | ||
 DELLDell Technologies Inc. | 422.21¥69,107.33 | -3.45%-¥2,471.60 | 422.21 -3.45% | ¥68,501.72¥71,578.90 | ||
 TXNTexas Instruments Incorporated | 278.87¥45,645.44 | -0.27%-¥126.03 | 278.87 -0.27% | ¥44,949.80¥46,071.01 | ||
 QCOMQualcomm Inc | 169.79¥27,791.23 | +1.69%+¥463.21 | 169.79 +1.69% | ¥27,215.07¥27,814.14 | ||
 ADIAnalog Devices, Inc. | 371.11¥60,743.28 | -0.24%-¥147.30 | 371.11 -0.24% | ¥59,545.15¥61,044.46 | ||
 ARMArm Holdings plc American Depositary Shares | 264.57¥43,304.82 | +1.85%+¥790.57 | 264.57 +1.85% | ¥41,561.63¥43,339.19 | ||
 HPQHP Inc. | 26.33¥4,309.69 | +2.21%+¥93.30 | 26.33 +2.21% | ¥4,216.40¥4,329.34 | ||
 SIMOSilicon Motion Technology Corporation | 243.00¥39,774.00 | -10.29%-¥4,566.70 | 243.00 -10.29% | ¥38,852.72¥44,340.90 | ||
 LOGILogitech International SA | 107.16¥17,539.95 | +1.31%+¥227.52 | 107.16 +1.31% | ¥17,312.43¥17,574.32 | ||
 CDWCDW Corporation | 137.88¥22,568.20 | +3.02%+¥662.90 | 137.88 +3.02% | ¥21,905.29¥22,648.40 |