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 19911.24 billion USD，24h 漲跌幅 -0.61%，14 檔中，6 檔上漲 (42.86%)，8 檔下跌 (57.14%)。領漲個股為 微軟 (MSFT)，24h 漲幅為 +3.02%。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 | 196.14$6,346.09 | -5.22%-$350.08 | 196.14 -5.22% | $6,327.97$6,696.17 | ||
 AAPL蘋果 | 335.57$10,857.33 | +0.75%+$80.90 | 335.57 +0.75% | $10,757.68$10,959.90 | ||
 MSFT微軟 | 393.19$12,721.62 | +3.00%+$370.79 | 393.19 +3.00% | $12,351.16$12,739.09 | ||
 ASML艾司摩爾 | 1,637.03$52,965.94 | -6.84%-$3,892.94 | 1,637.03 -6.84% | $52,520.09$56,858.88 | ||
 TSM台積電 | 392.06$12,685.06 | -2.89%-$378.23 | 392.06 -2.89% | $12,641.10$13,108.59 | ||
 GOOGAlphabet–C 類 | 326.01$10,548.02 | +2.16%+$223.90 | 326.01 +2.16% | $10,318.00$10,627.94 | ||
 CRWVCoreWeave–A 類 | 70.31$2,274.87 | -2.14%-$49.83 | 70.31 -2.14% | $2,268.10$2,374.53 | ||
 BRK.B波克夏海瑟威–B 類 | 494.85$16,010.82 | 0.00%-$0.97 | 494.85 0.00% | $15,950.64$16,055.47 | ||
 CRDOCredo– | 203.61$6,587.78 | -4.61%-$319.02 | 203.61 -4.61% | $6,483.90$6,906.80 | ||
 DIS迪士尼 | 96.66$3,127.42 | +1.91%+$58.89 | 96.66 +1.91% | $3,068.54$3,141.01 | ||
 BABA阿里巴巴–ADS | 114.06$3,690.40 | +1.68%+$61.15 | 114.06 +1.68% | $3,629.25$3,712.40 | ||
 PDD拼多多–ADS | 84.42$2,731.40 | +2.09%+$55.97 | 84.42 +2.09% | $2,675.43$2,770.55 | ||
 OXY西方石油 | 55.50$1,795.70 | -3.12%-$57.92 | 55.50 -3.12% | $1,795.37$1,855.88 | ||
 TEMTempus AI–A 類 | 42.56$1,377.02 | -0.32%-$4.53 | 42.56 -0.32% | $1,362.10$1,415.53 |