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 25725.95 billion USD，24h 涨跌幅 -1.11%，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 +8.93%。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 | 885.20¥5,999.60 | -3.79%-¥236.95 | 885.20 -3.79% | ¥5,883.25¥6,236.57 | ||
 NVDA英伟达 | 196.47¥1,331.61 | -5.06%-¥71.10 | 196.47 -5.06% | ¥1,325.58¥1,402.71 | ||
 TSLA特斯拉 | 307.12¥2,081.57 | -1.85%-¥39.38 | 307.12 -1.85% | ¥2,080.55¥2,120.95 | ||
 AMD超威半导体 | 483.79¥3,278.98 | -7.32%-¥259.18 | 483.79 -7.32% | ¥3,253.63¥3,556.90 | ||
 INTC英特尔公司 | 90.28¥611.89 | -2.20%-¥13.83 | 90.28 -2.20% | ¥599.69¥635.68 | ||
 MSFT微软公司 | 393.60¥2,667.70 | +3.10%+¥80.38 | 393.60 +3.10% | ¥2,587.32¥2,668.58 | ||
 GOOGLAlphabet A 类普通股（谷歌 A 类股） | 326.47¥2,212.72 | +2.10%+¥45.75 | 326.47 +2.10% | ¥2,164.19¥2,226.61 | ||
 ASML阿斯麦控股公司 | 1,638.41¥11,104.65 | -6.76%-¥806.14 | 1,638.41 -6.76% | ¥11,001.90¥11,910.79 | ||
 TSM台积电 | 392.16¥2,657.94 | -2.87%-¥78.55 | 392.16 -2.87% | ¥2,648.00¥2,745.99 | ||
 SPCXSpaceX | 110.43¥748.46 | -4.03%-¥31.45 | 110.43 -4.03% | ¥743.85¥779.91 | ||
 AMZN亚马逊公司 | 232.04¥1,572.70 | -0.01%-¥0.27 | 232.04 -0.01% | ¥1,568.83¥1,586.59 | ||
 METAMeta Platforms A 类 | 595.00¥4,033.00 | -0.03%-¥1.40 | 595.00 -0.03% | ¥4,031.58¥4,105.19 | ||
 AVGO博通公司 | 380.35¥2,577.90 | -0.38%-¥9.90 | 380.35 -0.38% | ¥2,557.36¥2,596.13 | ||
 ORCL甲骨文公司 | 120.44¥816.31 | +4.73%+¥36.94 | 120.44 +4.73% | ¥779.37¥818.68 | ||
 PLTRPalantir A 类 | 131.90¥894.00 | +7.29%+¥60.80 | 131.90 +7.29% | ¥833.18¥897.16 | ||
 AMAT应用材料公司 | 507.42¥3,439.14 | -5.39%-¥196.21 | 507.42 -5.39% | ¥3,368.99¥3,635.35 | ||
 NBISNebius 集团 A 类 | 186.92¥1,266.89 | -0.44%-¥5.69 | 186.92 -0.44% | ¥1,248.50¥1,305.52 | ||
 NOWServiceNow | 107.71¥730.03 | +9.05%+¥60.59 | 107.71 +9.05% | ¥665.71¥732.19 | ||
 MRVL迈威尔科技 | 186.64¥1,264.99 | -3.90%-¥51.37 | 186.64 -3.90% | ¥1,252.59¥1,316.36 | ||
 LRCX泛林集团 | 284.98¥1,931.51 | -6.68%-¥138.40 | 284.98 -6.68% | ¥1,898.77¥2,069.90 |