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 20122.50 billion USD，24h 漲跌幅 +0.86%，14 檔中，8 檔上漲 (57.14%)，6 檔下跌 (42.86%)。領漲個股為 波克夏海瑟威–B 類 (BRK.B)，24h 漲幅為 +2.66%。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 | 197.03$6,369.45 | +0.25%+$16.49 | 197.03 +0.25% | $6,259.54$6,411.47 | ||
 AAPL蘋果 | 339.56$10,977.06 | +0.77%+$84.70 | 339.56 +0.77% | $10,852.92$10,985.14 | ||
 MSFT微軟 | 398.43$12,880.17 | +2.38%+$300.60 | 398.43 +2.38% | $12,579.52$12,929.30 | ||
 TSM台積電 | 390.17$12,613.14 | -2.27%-$293.86 | 390.17 -2.27% | $12,378.77$12,913.79 | ||
 ASML艾司摩爾 | 1,577.53$50,997.29 | -4.65%-$2,487.59 | 1,577.53 -4.65% | $50,680.48$53,828.20 | ||
 GOOGAlphabet–C 類 | 334.52$10,814.13 | +2.42%+$255.71 | 334.52 +2.42% | $10,517.36$10,832.55 | ||
 BRK.B波克夏海瑟威–B 類 | 510.30$16,496.60 | +2.63%+$424.13 | 510.30 +2.63% | $16,002.00$16,548.99 | ||
 CRWVCoreWeave–A 類 | 66.46$2,148.47 | -6.11%-$139.98 | 66.46 -6.11% | $2,111.94$2,308.20 | ||
 CRDOCredo– | 194.96$6,302.53 | -6.41%-$432.22 | 194.96 -6.41% | $6,012.55$6,783.24 | ||
 DIS迪士尼 | 98.82$3,194.58 | +2.25%+$70.47 | 98.82 +2.25% | $3,120.23$3,199.76 | ||
 BABA阿里巴巴–ADS | 115.64$3,738.33 | +0.54%+$20.37 | 115.64 +0.54% | $3,700.18$3,744.47 | ||
 PDD拼多多–ADS | 85.82$2,774.33 | +1.14%+$31.68 | 85.82 +1.14% | $2,730.69$2,787.26 | ||
 OXY西方石油 | 54.16$1,750.85 | -1.40%-$24.89 | 54.16 -1.40% | $1,741.47$1,792.55 | ||
 TEMTempus AI–A 類 | 42.20$1,364.20 | -1.70%-$23.60 | 42.20 -1.70% | $1,321.86$1,391.04 |