AI
人工智慧概念板塊聚焦演算法模型、算力基礎設施、資料與雲端服務等核心賽道，覆蓋機器學習、生成式AI與產業落地應用的前沿機會。該板塊總市值為 25732.42 billion USD，24h 漲跌幅 -1.09%，45 檔中，19 檔上漲 (42.22%)，25 檔下跌 (55.56%)。領漲個股為 SERVICENOW (NOW)，24h 漲幅為 +9.09%。AI 產業走軟，領漲股集中、參與面疲弱。優先配置領先的龍頭；採取選擇性交易，並依據盈餘動能與利率走勢來安排中期配置節奏。
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 | 885.56$28,652.21 | -3.76%-$1,119.50 | 885.56 -3.76% | $28,085.02$29,771.68 | ||
 NVDA輝達 | 196.59$6,360.65 | -5.00%-$335.52 | 196.59 -5.00% | $6,327.97$6,696.17 | ||
 TSLA特斯拉– | 307.25$9,941.04 | -1.81%-$183.78 | 307.25 -1.81% | $9,931.98$10,124.82 | ||
 AMDAMD | 483.59$15,646.51 | -7.36%-$1,243.72 | 483.59 -7.36% | $15,531.97$16,979.90 | ||
 INTC英特爾 | 90.28$2,921.00 | -2.20%-$66.00 | 90.28 -2.20% | $2,862.76$3,034.57 | ||
 MSFT微軟 | 393.64$12,736.18 | +3.11%+$385.00 | 393.64 +3.11% | $12,351.16$12,739.09 | ||
 GOOGLAlphabet–A 類 | 326.49$10,563.55 | +2.11%+$219.04 | 326.49 +2.11% | $10,331.24$10,629.23 | ||
 ASML艾司摩爾 | 1,640.50$53,078.20 | -6.64%-$3,780.67 | 1,640.50 -6.64% | $52,520.09$56,858.88 | ||
 TSM台積電 | 392.76$12,707.71 | -2.72%-$355.58 | 392.76 -2.72% | $12,641.10$13,108.59 | ||
 SPCXSpaceX | 110.40$3,572.00 | -4.05%-$151.10 | 110.40 -4.05% | $3,550.95$3,723.08 | ||
 AMZN亞馬遜 | 232.15$7,511.19 | +0.03%+$2.59 | 232.15 +0.03% | $7,489.19$7,573.96 | ||
 METAMeta–A 類 | 595.19$19,257.31 | 0.00%-$0.32 | 595.19 0.00% | $19,245.67$19,597.04 | ||
 AVGO博通– | 380.24$12,302.63 | -0.41%-$50.80 | 380.24 -0.41% | $12,208.15$12,393.22 | ||
 ORCL甲骨文 | 120.41$3,895.85 | +4.71%+$175.36 | 120.41 +4.71% | $3,720.49$3,908.15 | ||
 PLTRPalantir–A 類 | 131.84$4,265.67 | +7.24%+$288.28 | 131.84 +7.24% | $3,977.39$4,282.82 | ||
 AMAT應用材料 | 508.02$16,436.94 | -5.28%-$917.26 | 508.02 -5.28% | $16,082.65$17,354.20 | ||
 NBISNebius–A 類 | 186.90$6,047.10 | -0.45%-$27.83 | 186.90 -0.45% | $5,959.80$6,232.20 | ||
 NOWSERVICENOW | 107.71$3,484.95 | +9.05%+$289.25 | 107.71 +9.05% | $3,177.90$3,495.30 | ||
 MRVL邁威爾科技– | 186.96$6,049.07 | -3.73%-$234.90 | 186.96 -3.73% | $5,979.51$6,283.97 | ||
 LRCXLam Research | 285.75$9,245.41 | -6.43%-$635.77 | 285.75 -6.43% | $9,064.23$9,881.20 |