KI-PC

The AI PC theme captures the shift to personal computers designed for native AI workloads, combining CPUs/GPUs with dedicated NPUs and on-device inference. Core tracks span AI-accelerated chipsets, OEM hardware and thermal design, operating systems and co-pilot software, edge model frameworks, memory and storage, peripherals (camera/audio) and security, enabling low-latency, privacy-preserving, hybrid cloud-edge experiences.The sector's total market cap is 17820.37 billion USD, with a 24h change of -2.00%. Among 17 constituents, 6 are up (35.29%) and 11 are down (64.71%). The top gainer is CDW Corporation (CDW), with a 24h increase of +2.76%.Momentum mixed; breadth weak, leadership concentrated. Favor liquid front-runners on pullbacks; trim laggards and size risk around earnings and rate signals.