AI 電腦
AI PC 概念指搭載本地 AI 推理與加速能力的個人電腦與生態。核心賽道涵蓋 NPU/CPU/GPU、作業系統與本地模型、終端整機及周邊供應鏈。該板塊總市值為 17792.56 billion USD，24h 漲跌幅 -0.76%，17 檔中，6 檔上漲 (35.29%)，11 檔下跌 (64.71%)。領漲個股為 HP (HPQ)，24h 漲幅為 +5.02%。產業走軟，市場廣度參差不齊；主要股的韌性顯示有選擇性的強勢。短期內以與 AI 支援的 PC 換機潮相關之高流動性指標股為交易標的；中期則在獲利確認與利率轉趨有利之訊號出現時加碼，優先選擇現金充裕、毛利擴張且能從供應鏈帶來槓桿效益的公司。
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 | 815.26$26,355.15 | -9.51%-$2,771.10 | 815.26 -9.51% | $25,939.10$29,126.25 | ||
 NVDA輝達 | 196.91$6,365.57 | +0.19%+$12.61 | 196.91 +0.19% | $6,259.54$6,411.47 | ||
 AAPL蘋果 | 339.54$10,976.41 | +0.77%+$84.10 | 339.54 +0.77% | $10,834.82$10,985.14 | ||
 AMDAMD | 457.45$14,788.12 | -7.60%-$1,217.77 | 457.45 -7.60% | $14,469.38$16,025.94 | ||
 INTC英特爾 | 86.45$2,794.70 | -5.71%-$169.40 | 86.45 -5.71% | $2,713.88$2,986.72 | ||
 MSFT微軟 | 399.15$12,903.44 | +2.57%+$323.92 | 399.15 +2.57% | $12,579.52$12,929.30 | ||
 TSM台積電 | 389.50$12,591.50 | -2.44%-$315.51 | 389.50 -2.44% | $12,378.77$12,913.79 | ||
 ASML艾司摩爾 | 1,575.50$50,931.70 | -4.77%-$2,553.21 | 1,575.50 -4.77% | $50,680.48$53,828.20 | ||
 DELL戴爾科技 | 382.94$12,379.42 | -10.22%-$1,409.79 | 382.94 -10.22% | $11,699.57$13,789.21 | ||
 QCOM高通公司 | 163.82$5,295.86 | -3.73%-$205.60 | 163.82 -3.73% | $5,295.86$5,503.40 | ||
 TXN德州儀器 | 278.41$9,000.24 | -0.37%-$33.62 | 278.41 -0.37% | $8,864.10$9,069.10 | ||
 ARMArm–ADS | 243.79$7,881.07 | -8.51%-$733.18 | 243.79 -8.51% | $7,823.00$8,633.33 | ||
 ADI亞德諾半導體 | 367.82$11,890.63 | -1.15%-$138.36 | 367.82 -1.15% | $11,835.67$12,070.37 | ||
 HPQHP | 27.88$901.29 | +5.04%+$43.32 | 27.88 +5.04% | $849.88$905.81 | ||
 LOGI羅技 | 109.55$3,541.46 | +1.57%+$55.00 | 109.55 +1.57% | $3,454.50$3,541.46 | ||
 SIMO慧榮科技 | 225.23$7,281.08 | -7.79%-$615.84 | 225.23 -7.79% | $6,951.34$7,896.91 | ||
 CDWCDW | 142.98$4,622.16 | +3.59%+$160.34 | 142.98 +3.59% | $4,452.76$4,631.21 |