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 17877.45 billion USD，24h 漲跌幅 -1.70%，17 檔中，7 檔上漲 (41.18%)，10 檔下跌 (58.82%)。領漲個股為 微軟 (MSFT)，24h 漲幅為 +3.08%。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 | 883.48$28,584.91 | -3.98%-$1,186.78 | 883.48 -3.98% | $28,085.02$29,771.68 | ||
 NVDA輝達 | 196.31$6,351.59 | -5.14%-$344.58 | 196.31 -5.14% | $6,327.97$6,696.17 | ||
 AAPL蘋果 | 335.59$10,857.98 | +0.75%+$81.86 | 335.59 +0.75% | $10,757.68$10,959.90 | ||
 AMDAMD | 482.50$15,611.20 | -7.57%-$1,278.99 | 482.50 -7.57% | $15,531.97$16,979.90 | ||
 INTC英特爾 | 89.98$2,911.29 | -2.52%-$75.71 | 89.98 -2.52% | $2,862.76$3,034.57 | ||
 MSFT微軟 | 393.51$12,731.98 | +3.08%+$381.14 | 393.51 +3.08% | $12,351.16$12,739.09 | ||
 ASML艾司摩爾 | 1,637.74$52,988.91 | -6.80%-$3,869.97 | 1,637.74 -6.80% | $52,520.09$56,858.88 | ||
 TSM台積電 | 391.98$12,682.47 | -2.91%-$380.82 | 391.98 -2.91% | $12,641.10$13,108.59 | ||
 DELL戴爾科技 | 420.50$13,605.20 | -3.84%-$543.89 | 420.50 -3.84% | $13,540.85$14,174.03 | ||
 TXN德州儀器 | 276.46$8,944.84 | -1.13%-$102.89 | 276.46 -1.13% | $8,885.30$9,106.93 | ||
 QCOM高通公司 | 168.38$5,447.92 | +0.84%+$45.94 | 168.38 +0.84% | $5,379.65$5,498.07 | ||
 ADI亞德諾半導體 | 367.26$11,882.66 | -1.27%-$153.69 | 367.26 -1.27% | $11,770.39$12,066.76 | ||
 ARMArm–ADS | 259.93$8,410.01 | +0.07%+$6.50 | 259.93 +0.07% | $8,215.56$8,566.93 | ||
 HPQHP | 26.30$850.90 | +2.11%+$17.80 | 26.30 +2.11% | $833.46$855.79 | ||
 SIMO慧榮科技 | 241.64$7,818.24 | -10.80%-$946.70 | 241.64 -10.80% | $7,718.58$8,772.38 | ||
 LOGI羅技 | 106.73$3,453.24 | +0.90%+$31.06 | 106.73 +0.90% | $3,422.18$3,473.95 | ||
 CDWCDW | 137.53$4,449.77 | +2.76%+$119.70 | 137.53 +2.76% | $4,319.70$4,476.95 |