段永平投資組合
段永平持倉概念板塊聚焦其長期持股與關注標的，反映其價值投資方法論。
核心賽道涵蓋消費電子、網路平台與品牌消費等優質龍頭。該板塊總市值為 20145.75 billion USD，24h 漲跌幅 +0.96%，14 檔中，8 檔上漲 (57.14%)，6 檔下跌 (42.86%)。領漲個股為 微軟 (MSFT)，24h 漲幅為 +2.44%。領先股讓漲跌互見的盤勢趨於穩定。回檔時偏好優質指標股；採取戰術性交易，並將核心持倉與盈餘及利率趨勢對齊。
名稱 | 最新價 | 漲跌幅 | 最新價 / 漲跌幅 | 走勢圖 | 價格區間 | 操作 |
|---|---|---|---|---|---|---|
 NVDA輝達 | 197.90$6,397.60 | +0.70%+$44.61 | 197.90 +0.70% | $6,259.54$6,411.47 | ||
 AAPL蘋果 | 339.78$10,984.17 | +0.84%+$92.13 | 339.78 +0.84% | $10,834.82$10,985.14 | ||
 MSFT微軟 | 398.83$12,893.10 | +2.49%+$313.60 | 398.83 +2.49% | $12,579.52$12,929.30 | ||
 TSM台積電 | 392.52$12,689.11 | -1.68%-$217.89 | 392.52 -1.68% | $12,378.77$12,913.79 | ||
 ASML艾司摩爾 | 1,585.73$51,262.37 | -4.15%-$2,222.50 | 1,585.73 -4.15% | $50,680.48$53,828.20 | ||
 GOOGAlphabet–C 類 | 333.81$10,791.18 | +2.20%+$232.80 | 333.81 +2.20% | $10,517.36$10,792.79 | ||
 BRK.B波克夏海瑟威–B 類 | 508.45$16,436.82 | +2.26%+$364.33 | 508.45 +2.26% | $15,981.65$16,548.99 | ||
 CRWVCoreWeave–A 類 | 67.83$2,192.76 | -4.17%-$95.69 | 67.83 -4.17% | $2,111.94$2,308.20 | ||
 CRDOCredo– | 196.56$6,354.25 | -5.64%-$380.49 | 196.56 -5.64% | $6,012.55$6,783.24 | ||
 DIS迪士尼 | 98.83$3,194.91 | +2.27%+$71.10 | 98.83 +2.27% | $3,120.23$3,196.52 | ||
 BABA阿里巴巴–ADS | 115.69$3,739.95 | +0.59%+$21.98 | 115.69 +0.59% | $3,687.90$3,744.47 | ||
 PDD拼多多–ADS | 85.88$2,776.27 | +1.21%+$33.30 | 85.88 +1.21% | $2,730.69$2,787.26 | ||
 OXY西方石油 | 54.15$1,750.52 | -1.41%-$25.22 | 54.15 -1.41% | $1,741.47$1,799.01 | ||
 TEMTempus AI–A 類 | 42.61$1,377.47 | -0.73%-$10.34 | 42.61 -0.73% | $1,321.86$1,391.04 |