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 17806.40 billion USD，24h 漲跌幅 -0.69%，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 +5.17%。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 | 819.61$26,495.78 | -9.03%-$2,630.47 | 819.61 -9.03% | $25,939.10$29,126.25 | ||
 NVDA輝達 | 197.15$6,373.33 | +0.32%+$20.37 | 197.15 +0.32% | $6,259.54$6,411.47 | ||
 AAPL蘋果 | 339.65$10,979.97 | +0.80%+$87.61 | 339.65 +0.80% | $10,852.92$10,985.14 | ||
 INTC英特爾 | 86.77$2,805.04 | -5.36%-$159.05 | 86.77 -5.36% | $2,713.88$2,986.72 | ||
 AMDAMD | 458.00$14,806.00 | -7.49%-$1,199.99 | 458.00 -7.49% | $14,469.38$16,025.94 | ||
 MSFT微軟 | 398.58$12,885.02 | +2.42%+$305.49 | 398.58 +2.42% | $12,579.52$12,929.30 | ||
 TSM台積電 | 390.31$12,617.67 | -2.24%-$289.33 | 390.31 -2.24% | $12,378.77$12,913.79 | ||
 ASML艾司摩爾 | 1,578.29$51,021.85 | -4.60%-$2,463.02 | 1,578.29 -4.60% | $50,680.48$53,828.20 | ||
 DELL戴爾科技 | 383.11$12,384.91 | -10.18%-$1,404.30 | 383.11 -10.18% | $11,699.57$13,789.21 | ||
 QCOM高通公司 | 163.93$5,299.41 | -3.67%-$202.05 | 163.93 -3.67% | $5,297.47$5,503.40 | ||
 TXN德州儀器 | 279.05$9,020.93 | -0.14%-$12.90 | 279.05 -0.14% | $8,864.10$9,069.10 | ||
 ARMArm–ADS | 244.28$7,896.91 | -8.32%-$717.34 | 244.28 -8.32% | $7,823.00$8,633.33 | ||
 ADI亞德諾半導體 | 368.74$11,920.37 | -0.90%-$108.62 | 368.74 -0.90% | $11,835.67$12,070.37 | ||
 HPQHP | 27.91$902.25 | +5.16%+$44.29 | 27.91 +5.16% | $849.88$905.81 | ||
 LOGI羅技 | 109.78$3,548.89 | +1.78%+$62.39 | 109.78 +1.78% | $3,454.50$3,548.89 | ||
 SIMO慧榮科技 | 224.99$7,273.32 | -7.89%-$623.59 | 224.99 -7.89% | $6,951.34$7,896.91 | ||
 CDWCDW | 143.31$4,632.83 | +3.83%+$171.01 | 143.31 +3.83% | $4,461.81$4,632.83 |