人工智能
人工智能概念板块围绕数据、算法与算力，布局算力芯片、基础模型与开发平台等。核心赛道涵盖AIGC/大模型、云边端推理、自动驾驶与智能制造。板块总市值达 25701.29 billion USD，24h 涨跌幅 -1.20%，45 个标的中上涨 18 个（占比 40.00%），下跌 27 个（占比 60.00%）。领涨个股为 ServiceNow (NOW)，24h 涨幅 +8.91%。AI板块走软，领涨个股集中且涨幅广度疲弱。优先配置领军企业；选择性交易，并根据盈利动能与利率走势来把控中期配置节奏。
名称 | 最新价 | 涨跌幅 | 最新价 / 涨跌幅 | 走势图 | 价格区间 | 操作 |
|---|---|---|---|---|---|---|
 MU美光科技公司 | 882.77¥5,983.15 | -4.06%-¥253.42 | 882.77 -4.06% | ¥5,883.25¥6,236.57 | ||
 NVDA英伟达 | 196.12¥1,329.24 | -5.23%-¥73.47 | 196.12 -5.23% | ¥1,325.58¥1,402.71 | ||
 TSLA特斯拉 | 306.06¥2,074.38 | -2.19%-¥46.56 | 306.06 -2.19% | ¥2,074.38¥2,120.95 | ||
 AMD超威半导体 | 481.76¥3,265.22 | -7.71%-¥272.94 | 481.76 -7.71% | ¥3,253.63¥3,556.90 | ||
 INTC英特尔公司 | 89.78¥608.50 | -2.74%-¥17.15 | 89.78 -2.74% | ¥599.69¥635.68 | ||
 MSFT微软公司 | 392.99¥2,663.57 | +2.94%+¥76.25 | 392.99 +2.94% | ¥2,587.32¥2,668.58 | ||
 GOOGLAlphabet A 类普通股（谷歌 A 类股） | 326.05¥2,209.87 | +1.97%+¥42.90 | 326.05 +1.97% | ¥2,164.19¥2,226.61 | ||
 ASML阿斯麦控股公司 | 1,635.33¥11,083.78 | -6.94%-¥827.01 | 1,635.33 -6.94% | ¥11,001.90¥11,910.79 | ||
 TSM台积电 | 391.97¥2,656.66 | -2.91%-¥79.84 | 391.97 -2.91% | ¥2,648.00¥2,745.99 | ||
 SPCXSpaceX | 110.61¥749.68 | -3.87%-¥30.23 | 110.61 -3.87% | ¥743.85¥779.91 | ||
 AMZN亚马逊公司 | 231.88¥1,571.61 | -0.08%-¥1.29 | 231.88 -0.08% | ¥1,568.83¥1,586.59 | ||
 METAMeta Platforms A 类 | 594.42¥4,028.80 | -0.13%-¥5.29 | 594.42 -0.13% | ¥4,028.80¥4,105.19 | ||
 AVGO博通公司 | 379.32¥2,570.92 | -0.65%-¥16.88 | 379.32 -0.65% | ¥2,557.36¥2,596.13 | ||
 ORCL甲骨文公司 | 120.10¥814.00 | +4.44%+¥34.70 | 120.10 +4.44% | ¥779.37¥818.68 | ||
 PLTRPalantir A 类 | 131.33¥890.12 | +6.82%+¥56.90 | 131.33 +6.82% | ¥833.18¥897.16 | ||
 AMAT应用材料公司 | 505.78¥3,428.03 | -5.70%-¥207.33 | 505.78 -5.70% | ¥3,368.99¥3,635.35 | ||
 NBISNebius 集团 A 类 | 185.61¥1,258.01 | -1.14%-¥14.57 | 185.61 -1.14% | ¥1,248.50¥1,305.52 | ||
 NOWServiceNow | 107.21¥726.64 | +8.55%+¥57.27 | 107.21 +8.55% | ¥665.71¥732.19 | ||
 MRVL迈威尔科技 | 185.92¥1,260.11 | -4.27%-¥56.30 | 185.92 -4.27% | ¥1,252.59¥1,316.36 | ||
 LRCX泛林集团 | 284.16¥1,925.95 | -6.95%-¥143.96 | 284.16 -6.95% | ¥1,898.77¥2,069.90 |