人工智能
人工智能概念板块围绕数据、算法与算力，布局算力芯片、基础模型与开发平台等。核心赛道涵盖AIGC/大模型、云边端推理、自动驾驶与智能制造。板块总市值达 25719.69 billion USD，24h 涨跌幅 -1.13%，45 个标的中上涨 19 个（占比 42.22%），下跌 25 个（占比 55.56%）。领涨个股为 ServiceNow (NOW)，24h 涨幅 +8.98%。AI板块走软，领涨个股集中且涨幅广度疲弱。优先配置领军企业；选择性交易，并根据盈利动能与利率走势来把控中期配置节奏。
名称 | 最新价 | 涨跌幅 | 最新价 / 涨跌幅 | 走势图 | 价格区间 | 操作 |
|---|---|---|---|---|---|---|
 MU美光科技公司 | 878.21¥5,952.24 | -4.55%-¥284.32 | 878.21 -4.55% | ¥5,883.25¥6,236.57 | ||
 NVDA英伟达 | 196.60¥1,332.50 | -5.00%-¥70.22 | 196.60 -5.00% | ¥1,325.58¥1,408.54 | ||
 TSLA特斯拉 | 308.06¥2,087.94 | -1.55%-¥33.01 | 308.06 -1.55% | ¥2,080.55¥2,120.95 | ||
 INTC英特尔公司 | 90.10¥610.70 | -2.39%-¥15.05 | 90.10 -2.39% | ¥599.69¥641.10 | ||
 AMD超威半导体 | 481.85¥3,265.83 | -7.69%-¥272.33 | 481.85 -7.69% | ¥3,253.63¥3,569.07 | ||
 MSFT微软公司 | 392.95¥2,663.30 | +2.93%+¥75.98 | 392.95 +2.93% | ¥2,587.32¥2,667.30 | ||
 GOOGLAlphabet A 类普通股（谷歌 A 类股） | 326.65¥2,213.94 | +2.16%+¥46.97 | 326.65 +2.16% | ¥2,164.19¥2,226.61 | ||
 ASML阿斯麦控股公司 | 1,638.04¥11,102.14 | -6.78%-¥808.65 | 1,638.04 -6.78% | ¥11,001.90¥11,940.68 | ||
 TSM台积电 | 392.64¥2,661.20 | -2.75%-¥75.30 | 392.64 -2.75% | ¥2,648.00¥2,754.80 | ||
 SPCXSpaceX | 110.41¥748.33 | -4.04%-¥31.58 | 110.41 -4.04% | ¥743.85¥779.91 | ||
 AMZN亚马逊公司 | 232.22¥1,573.92 | +0.06%+¥1.02 | 232.22 +0.06% | ¥1,568.83¥1,586.59 | ||
 METAMeta Platforms A 类 | 595.92¥4,038.97 | +0.12%+¥4.88 | 595.92 +0.12% | ¥4,034.10¥4,105.19 | ||
 AVGO博通公司 | 380.50¥2,578.90 | -0.34%-¥8.88 | 380.50 -0.34% | ¥2,557.36¥2,596.13 | ||
 ORCL甲骨文公司 | 120.39¥815.97 | +4.69%+¥36.60 | 120.39 +4.69% | ¥779.37¥818.68 | ||
 AMAT应用材料公司 | 506.92¥3,435.75 | -5.49%-¥199.60 | 506.92 -5.49% | ¥3,368.99¥3,648.91 | ||
 PLTRPalantir A 类 | 132.19¥895.94 | +7.53%+¥62.76 | 132.19 +7.53% | ¥833.18¥895.94 | ||
 NBISNebius 集团 A 类 | 186.78¥1,265.94 | -0.52%-¥6.64 | 186.78 -0.52% | ¥1,248.50¥1,328.77 | ||
 NOWServiceNow | 107.74¥730.23 | +9.08%+¥60.86 | 107.74 +9.08% | ¥664.42¥730.23 | ||
 MRVL迈威尔科技 | 186.81¥1,266.14 | -3.81%-¥50.22 | 186.81 -3.81% | ¥1,252.59¥1,319.60 | ||
 LRCX泛林集团 | 284.73¥1,929.81 | -6.76%-¥140.10 | 284.73 -6.76% | ¥1,898.77¥2,078.92 |