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%。龍頭股表現優於大盤，但市場廣度走軟，顯示強勢具有選擇性。在回檔時鎖定優質龍頭股；並根據盈利動能與利率背景，分批加碼中期持倉。
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$196.85 | -5.04% +0.16% 盤後 | 196.52 -5.04% | $6,327.97$6,528.90 | ||
 AAPL蘋果 | 336.94$336.74 | +1.16% -0.05% 盤後 | 336.94 +1.16% | $10,844.07$10,959.90 | ||
 MSFT微軟 | 389.13$389.00 | +1.93% -0.03% 盤後 | 389.13 +1.93% | $12,590.26$12,739.09 | ||
 TSM台積電 | 399.26$398.50 | -1.11% -0.19% 盤後 | 399.26 -1.11% | $12,641.10$12,962.02 | ||
 ASML艾司摩爾 | 1,656.17$1,651.00 | -5.75% -0.31% 盤後 | 1,656.17 -5.75% | $52,520.09$54,747.70 | ||
 GOOGAlphabet–C 類 | 326.61$327.03 | +2.35% +0.12% 盤後 | 326.61 +2.35% | $10,548.02$10,627.94 | ||
 CRWVCoreWeave–A 類 | 70.78$71.28 | -1.48% +0.69% 盤後 | 70.78 -1.48% | $2,268.10$2,345.08 | ||
 BRK.B波克夏海瑟威–B 類 | 497.18$496.72 | +0.46% -0.09% 盤後 | 497.18 +0.46% | $15,995.29$16,086.21 | ||
 DIS迪士尼 | 96.64$96.65 | +1.89% +0.01% 盤後 | 96.64 +1.89% | $3,116.42$3,141.01 | ||
 BABA阿里巴巴–ADS | 115.01$115.28 | +2.53% +0.23% 盤後 | 115.01 +2.53% | $3,647.37$3,721.14 | ||
 CRDOCredo– | 208.33$210.30 | -2.40% +0.94% 盤後 | 208.33 -2.40% | $6,483.90$6,843.10 | ||
 PDD拼多多–ADS | 84.85$84.82 | +2.61% -0.03% 盤後 | 84.85 +2.61% | $2,698.08$2,770.55 | ||
 OXY西方石油 | 54.93$55.01 | -4.11% +0.14% 盤後 | 54.93 -4.11% | $1,777.25$1,819.32 | ||
 TEMTempus AI–A 類 | 42.93$43.11 | +0.53% +0.41% 盤後 | 42.93 +0.53% | $1,362.10$1,415.53 |