DeepSeek 受益
該概念聚焦因 DeepSeek 模型與生態擴張受益的公司。核心賽道涵蓋算力與晶片、訓練與推理加速、雲端服務、AIGC 應用及資料服務。該板塊總市值為 15812.16 billion USD，24h 漲跌幅 +0.84%，46 檔中，32 檔上漲 (69.57%)，13 檔下跌 (28.26%)。領漲個股為 Workday–A 類 (WDAY)，24h 漲幅為 +8.26%。動能維持正面，市場廣度偏向龍頭股。短期內以跟隨強勢為主，並在具實績的個股回檔時逢低買進；中期則應將配置與財報公布節奏及利率變化趨勢對齊，同時保持嚴格的風險控管。
名稱 | 最新價 | 漲跌幅 | 最新價 / 漲跌幅 | 走勢圖 | 價格區間 | 操作 |
|---|---|---|---|---|---|---|
 AAPL蘋果 | 340.22$340.32 | +0.97% +0.02% 盤後 | 340.22 +0.97% | $10,895.92$10,998.39 | ||
 TSLA特斯拉– | 307.48$304.64 | -0.56% -0.92% 盤後 | 307.48 -0.56% | $9,781.27$10,012.73 | ||
 AMZN亞馬遜 | 230.94$231.50 | -0.18% +0.24% 盤後 | 230.94 -0.18% | $7,408.45$7,500.90 | ||
 GOOGAlphabet–C 類 | 332.65$332.32 | +1.84% -0.09% 盤後 | 332.65 +1.84% | $10,517.36$10,832.55 | ||
 METAMeta–A 類 | 593.66$594.30 | -0.04% +0.10% 盤後 | 593.66 -0.04% | $19,061.79$19,276.80 | ||
 PLTRPalantir–A 類 | 123.57$123.51 | -6.06% -0.04% 盤後 | 123.57 -6.06% | $3,821.41$4,035.09 | ||
 NOWSERVICENOW | 110.62$111.00 | +4.80% +0.34% 盤後 | 110.62 +4.80% | $3,495.87$3,623.57 | ||
 ORCL甲骨文 | 119.99$119.00 | +0.01% -0.82% 盤後 | 119.99 +0.01% | $3,724.10$3,933.59 | ||
 CRMSalesforce–Inc. | 181.50$182.94 | +4.58% +0.79% 盤後 | 181.50 +4.58% | $5,846.07$5,956.63 | ||
 ADBEAdobe | 249.22$251.34 | +4.82% +0.85% 盤後 | 249.22 +4.82% | $7,988.10$8,192.71 | ||
 INTUIntuit | 313.00$315.00 | +2.96% +0.63% 盤後 | 313.00 +2.96% | $10,096.79$10,307.24 | ||
 PANWPalo Alto Networks– | 319.04$320.71 | +0.53% +0.52% 盤後 | 319.04 +0.53% | $10,025.34$10,403.25 | ||
 ISRGIntuitive Surgical | 361.89$362.21 | +1.45% +0.08% 盤後 | 361.89 +1.45% | $11,663.70$11,977.59 | ||
 CRWDCrowdStrike–A 類 | 181.86$182.04 | +0.98% +0.09% 盤後 | 181.86 +0.98% | $5,688.31$5,947.25 | ||
 SNOWSnowflake | 270.11$270.36 | -0.97% +0.09% 盤後 | 270.11 -0.97% | $8,268.68$8,919.43 | ||
 WDAYWorkday–A 類 | 159.71$162.00 | +8.26% +1.43% 盤後 | 159.71 +8.26% | $4,997.80$5,185.95 | ||
 SAPSAP | 179.17$179.17 | +4.74% 0.00% 盤後 | 179.17 +4.74% | $5,762.02$5,884.54 | ||
 APPApplovin–A 類 | 418.14$416.75 | +1.34% -0.33% 盤後 | 418.14 +1.34% | $12,997.19$13,572.62 | ||
 FTNTFortinet | 149.98$150.04 | -1.55% +0.04% 盤後 | 149.98 -1.55% | $4,764.72$4,941.87 | ||
 JD京東 | 31.77$31.70 | +2.66% -0.23% 盤後 | 31.77 +2.66% | $1,022.51$1,039.32 |