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 17949.59 billion USD，24h 漲跌幅 -1.32%，17 檔中，8 檔上漲 (47.06%)，9 檔下跌 (52.94%)。領漲個股為 CDW (CDW)，24h 漲幅為 +3.13%。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 | 900.98$884.01 | -2.08% -1.88% 盤後 | 900.98 -2.08% | $28,061.07$29,354.80 | ||
 NVDA輝達 | 196.52$196.09 | -5.04% -0.21% 盤後 | 196.52 -5.04% | $6,322.57$6,523.33 | ||
 AAPL蘋果 | 336.94$337.47 | +1.16% +0.15% 盤後 | 336.94 +1.16% | $10,834.82$10,950.55 | ||
 AMDAMD | 495.12$490.70 | -5.15% -0.89% 盤後 | 495.12 -5.15% | $15,518.72$16,313.97 | ||
 INTC英特爾 | 91.69$90.93 | -0.67% -0.82% 盤後 | 91.69 -0.67% | $2,860.32$2,986.72 | ||
 MSFT微軟 | 389.13$389.80 | +1.93% +0.17% 盤後 | 389.13 +1.93% | $12,579.52$12,728.23 | ||
 TSM台積電 | 399.26$397.45 | -1.11% -0.45% 盤後 | 399.26 -1.11% | $12,630.30$12,950.96 | ||
 ASML艾司摩爾 | 1,656.17$1,648.98 | -5.75% -0.43% 盤後 | 1,656.17 -5.75% | $52,475.29$54,701.00 | ||
 DELL戴爾科技 | 426.55$422.00 | -2.46% -1.06% 盤後 | 426.55 -2.46% | $13,529.30$14,121.86 | ||
 TXN德州儀器 | 279.45$278.40 | -0.06% -0.37% 盤後 | 279.45 -0.06% | $8,877.72$9,099.17 | ||
 QCOM高通公司 | 170.18$169.77 | +1.92% -0.24% 盤後 | 170.18 +1.92% | $5,375.06$5,503.40 | ||
 ADI亞德諾半導體 | 372.10$371.89 | +0.02% -0.05% 盤後 | 372.10 +0.02% | $11,760.35$12,070.37 | ||
 ARMArm–ADS | 266.47$263.75 | +2.59% -1.02% 盤後 | 266.47 +2.59% | $8,208.55$8,633.33 | ||
 HPQHP | 26.54$26.55 | +3.04% +0.01% 盤後 | 26.54 +3.04% | $842.45$857.97 | ||
 SIMO慧榮科技 | 244.28$246.00 | -9.82% +0.70% 盤後 | 244.28 -9.82% | $7,673.53$8,360.16 | ||
 LOGI羅技 | 107.85$107.99 | +1.96% +0.12% 盤後 | 107.85 +1.96% | $3,434.45$3,486.50 | ||
 CDWCDW | 138.02$138.04 | +3.13% +0.01% 盤後 | 138.02 +3.13% | $4,434.98$4,473.13 |