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 |
|---|---|---|---|---|---|---|
 BABA阿里巴巴–ADS | 115.20$115.25 | +0.16% +0.04% 盤後 | 115.20 +0.16% | $3,706.72$3,751.09 | ||
 DDOGDatadog–A 類 | 250.89$250.50 | -0.38% -0.15% 盤後 | 250.89 -0.38% | $7,741.17$8,226.93 | ||
 SYK史賽克 | 346.59$346.60 | +2.89% 0.00% 盤後 | 346.59 +2.89% | $11,150.92$11,385.06 | ||
 NETCloudflare–A 類 | 264.09$264.00 | -0.56% -0.03% 盤後 | 264.09 -0.56% | $8,157.60$8,648.25 | ||
 PATHUiPath | 12.19$12.15 | +4.90% -0.32% 盤後 | 12.19 +4.90% | $373.39$395.41 | ||
 TEAMAtlassian–A 類 | 100.08$100.11 | +4.42% +0.02% 盤後 | 100.08 +4.42% | $3,159.75$3,315.84 | ||
 HUBSHubSpot | 238.04$238.05 | +6.72% 0.00% 盤後 | 238.04 +6.72% | $7,489.54$7,797.19 | ||
 RDDTReddit | 178.33$178.90 | -0.51% +0.31% 盤後 | 178.33 -0.51% | $5,662.09$5,818.51 | ||
 MDBMongoDB–A 類 | 310.48$310.40 | +0.23% -0.02% 盤後 | 310.48 +0.23% | $9,629.18$10,155.42 | ||
 TEMTempus AI–A 類 | 42.93$42.94 | 0.00% +0.02% 盤後 | 42.93 0.00% | $1,324.20$1,390.26 | ||
 ZMZoom–A 類 | 91.47$91.14 | +0.30% -0.36% 盤後 | 91.47 +0.30% | $2,923.34$2,975.15 | ||
 BIDU百度 | 104.93$105.10 | -0.35% +0.16% 盤後 | 104.93 -0.35% | $3,345.63$3,400.00 | ||
 DUOL多鄰國公司A類 | 140.63$139.50 | +5.92% -0.80% 盤後 | 140.63 +5.92% | $4,379.02$4,559.40 | ||
 SOUNSoundHound AI–A 類 | 6.24$6.24 | -2.65% 0.00% 盤後 | 6.24 -2.65% | $195.93$210.17 | ||
 GDDYGoDaddy Inc | 102.94$102.92 | +6.77% -0.01% 盤後 | 102.94 +6.77% | $3,271.80$3,341.10 | ||
 TWLOTwilio | 194.34$194.33 | -0.04% 0.00% 盤後 | 194.34 -0.04% | $6,126.16$6,326.94 | ||
 GTLBGitLab Inc. A類 | 32.95$32.92 | +0.27% -0.09% 盤後 | 32.95 +0.27% | $1,056.70$1,114.99 | ||
 MNDYmonday.com Ltd. | 87.06$86.75 | +5.60% -0.35% 盤後 | 87.06 +5.60% | $2,743.00$2,890.31 | ||
 FRSHFreshworks Inc. A類 | 11.19$11.17 | +3.32% -0.17% 盤後 | 11.19 +3.32% | $355.26$365.30 | ||
 DOCSDoximity, Inc. | 21.43$21.44 | +2.19% +0.02% 盤後 | 21.43 +2.19% | $683.63$698.53 |