段永平投資組合
段永平持倉概念板塊聚焦其長期持股與關注標的，反映其價值投資方法論。
核心賽道涵蓋消費電子、網路平台與品牌消費等優質龍頭。該板塊總市值為 19978.18 billion USD，24h 漲跌幅 -0.30%，14 檔中，8 檔上漲 (57.14%)，6 檔下跌 (42.86%)。領漲個股為 微軟 (MSFT)，24h 漲幅為 +2.67%。龍頭股表現優於大盤，但市場廣度走軟，顯示強勢具有選擇性。在回檔時鎖定優質龍頭股；並根據盈利動能與利率背景，分批加碼中期持倉。
名稱 | 最新價 | 漲跌幅 | 最新價 / 漲跌幅 | 走勢圖 | 價格區間 | 操作 |
|---|---|---|---|---|---|---|
 NVDA輝達 | 197.47$6,389.12 | -4.58%-$307.05 | 197.47 -4.58% | $6,327.97$6,696.17 | ||
 AAPL蘋果 | 335.71$10,861.86 | +0.79%+$85.74 | 335.71 +0.79% | $10,776.45$10,959.90 | ||
 MSFT微軟 | 392.15$12,687.97 | +2.72%+$336.81 | 392.15 +2.72% | $12,351.16$12,739.09 | ||
 ASML艾司摩爾 | 1,655.30$53,557.10 | -5.80%-$3,301.82 | 1,655.30 -5.80% | $52,520.09$56,858.88 | ||
 TSM台積電 | 397.99$12,876.93 | -1.42%-$186.36 | 397.99 -1.42% | $12,641.10$13,063.29 | ||
 GOOGAlphabet–C 類 | 327.36$10,591.70 | +2.59%+$267.58 | 327.36 +2.59% | $10,324.13$10,627.94 | ||
 CRWVCoreWeave–A 類 | 71.34$2,308.20 | -0.70%-$16.50 | 71.34 -0.70% | $2,268.10$2,345.08 | ||
 BRK.B波克夏海瑟威–B 類 | 495.50$16,031.90 | +0.12%+$20.06 | 495.50 +0.12% | $15,995.29$16,055.47 | ||
 CRDOCredo– | 207.32$6,707.82 | -2.88%-$198.98 | 207.32 -2.88% | $6,483.90$6,906.80 | ||
 DIS迪士尼 | 96.61$3,125.81 | +1.86%+$57.27 | 96.61 +1.86% | $3,068.54$3,141.01 | ||
 BABA阿里巴巴–ADS | 114.49$3,704.31 | +2.06%+$75.06 | 114.49 +2.06% | $3,629.25$3,712.40 | ||
 PDD拼多多–ADS | 84.44$2,732.05 | +2.11%+$56.62 | 84.44 +2.11% | $2,675.43$2,770.55 | ||
 OXY西方石油 | 55.47$1,794.73 | -3.16%-$58.89 | 55.47 -3.16% | $1,793.43$1,853.61 | ||
 TEMTempus AI–A 類 | 43.04$1,392.55 | +0.79%+$11.00 | 43.04 +0.79% | $1,362.10$1,415.53 |