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 19957.44 billion USD，24h 漲跌幅 -0.40%，14 檔中，8 檔上漲 (57.14%)，6 檔下跌 (42.86%)。領漲個股為 拼多多–ADS (PDD)，24h 漲幅為 +2.61%。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 | 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 | ||
 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 | ||
 GOOGAlphabet–C 類 | 326.61$327.17 | +2.35% +0.17% 盤後 | 326.61 +2.35% | $10,539.02$10,618.87 | ||
 CRWVCoreWeave–A 類 | 70.78$70.59 | -1.48% -0.27% 盤後 | 70.78 -1.48% | $2,266.10$2,343.08 | ||
 BRK.B波克夏海瑟威–B 類 | 497.18$496.76 | +0.46% -0.08% 盤後 | 497.18 +0.46% | $15,981.65$16,072.49 | ||
 DIS迪士尼 | 96.64$96.67 | +1.89% +0.03% 盤後 | 96.64 +1.89% | $3,113.77$3,138.33 | ||
 BABA阿里巴巴–ADS | 115.01$115.20 | +2.53% +0.16% 盤後 | 115.01 +2.53% | $3,644.26$3,717.96 | ||
 CRDOCredo– | 208.33$206.05 | -2.40% -1.09% 盤後 | 208.33 -2.40% | $6,478.40$6,837.20 | ||
 PDD拼多多–ADS | 84.85$85.38 | +2.61% +0.62% 盤後 | 84.85 +2.61% | $2,695.77$2,768.19 | ||
 OXY西方石油 | 54.93$54.97 | -4.11% +0.07% 盤後 | 54.93 -4.11% | $1,775.74$1,817.76 | ||
 TEMTempus AI–A 類 | 42.93$43.05 | +0.53% +0.27% 盤後 | 42.93 +0.53% | $1,361.00$1,414.32 |