AI 電腦
AI PC 概念指搭載本地 AI 推理與加速能力的個人電腦與生態。核心賽道涵蓋 NPU/CPU/GPU、作業系統與本地模型、終端整機及周邊供應鏈。該板塊總市值為 17962.15 billion USD，24h 漲跌幅 -1.26%，17 檔中，7 檔上漲 (41.18%)，10 檔下跌 (58.82%)。領漲個股為 CDW (CDW)，24h 漲幅為 +3.02%。動能參差；市場廣度疲弱、領導股高度集中。回檔時偏好流動性高的領先股；減持落後股，並在財報與利率訊號出現時調整持倉規模以控制風險。
名稱 | 最新價 | 漲跌幅 | 最新價 / 漲跌幅 | 走勢圖 | 價格區間 | 操作 |
|---|---|---|---|---|---|---|
 MU美光科技 | 894.47$28,940.49 | -2.79%-$831.20 | 894.47 -2.79% | $28,085.02$29,771.68 | ||
 NVDA輝達 | 197.65$6,394.95 | -4.49%-$301.22 | 197.65 -4.49% | $6,327.97$6,696.17 | ||
 AAPL蘋果 | 335.79$10,864.45 | +0.81%+$88.01 | 335.79 +0.81% | $10,776.45$10,959.90 | ||
 INTC英特爾 | 92.14$2,981.18 | -0.18%-$5.82 | 92.14 -0.18% | $2,862.76$2,986.68 | ||
 AMDAMD | 491.64$15,906.96 | -5.82%-$983.27 | 491.64 -5.82% | $15,531.97$16,890.23 | ||
 MSFT微軟 | 392.04$12,684.41 | +2.69%+$333.30 | 392.04 +2.69% | $12,351.16$12,739.09 | ||
 ASML艾司摩爾 | 1,656.89$53,608.51 | -5.71%-$3,250.37 | 1,656.89 -5.71% | $52,520.09$56,858.88 | ||
 TSM台積電 | 397.89$12,873.69 | -1.45%-$189.60 | 397.89 -1.45% | $12,641.10$13,063.29 | ||
 DELL戴爾科技 | 422.48$13,669.30 | -3.39%-$479.82 | 422.48 -3.39% | $13,540.85$14,149.12 | ||
 TXN德州儀器 | 278.90$9,023.80 | -0.26%-$23.94 | 278.90 -0.26% | $8,885.30$9,106.93 | ||
 QCOM高通公司 | 169.86$5,495.80 | +1.73%+$93.51 | 169.86 +1.73% | $5,379.65$5,498.07 | ||
 ADI亞德諾半導體 | 371.31$12,013.70 | -0.18%-$22.60 | 371.31 -0.18% | $11,770.39$12,066.76 | ||
 ARMArm–ADS | 264.41$8,554.96 | +1.79%+$151.10 | 264.41 +1.79% | $8,215.56$8,566.93 | ||
 HPQHP | 26.33$851.90 | +2.21%+$18.44 | 26.33 +2.21% | $833.46$855.79 | ||
 SIMO慧榮科技 | 243.16$7,867.42 | -10.23%-$897.52 | 243.16 -10.23% | $7,680.08$8,764.90 | ||
 LOGI羅技 | 107.16$3,467.15 | +1.31%+$44.97 | 107.16 +1.31% | $3,422.18$3,473.95 | ||
 CDWCDW | 137.88$4,461.09 | +3.02%+$131.04 | 137.88 +3.02% | $4,330.06$4,476.95 |