PLTRPalantir
124.2808.080+6.95%1.03亿126.31亿118.660116.200124.420118.6302914.81亿2691.19亿23.45亿21.65亿+10.20%+32.52%+48.66%+22.61%+123.81%+451.13%+64.33%--4.76%654.11654.114.98%软件基础设施
ARMArm Holdings
123.2707.870+6.82%513.20万6.27亿118.570115.400123.980118.4601299.27亿152.00亿10.54亿1.23亿+8.76%+22.38%+26.15%-28.85%-14.80%+25.79%-0.07%--4.16%161.35419.294.78%半导体
NVTnVent Electric
59.6203.230+5.73%338.39万2.02亿59.88556.39060.82057.86098.16亿97.71亿1.65亿1.64亿+8.80%+20.10%+23.90%-5.93%-22.22%-16.19%-12.02%1.29%2.07%16.9930.265.25%电气设备及零件
ASX日月光半导体
9.1000.400+4.60%1083.07万9873.01万8.9708.7009.2058.970197.75亿138.62亿21.73亿15.23亿+3.88%+12.62%+10.98%-9.81%-6.38%-7.86%-9.63%3.40%0.71%18.5019.442.70%半导体
BABA阿里巴巴
125.7605.230+4.34%1809.25万22.70亿126.005120.530126.620124.2503003.02亿2787.76亿23.88亿22.17亿+4.56%+15.51%-2.76%+26.67%+30.01%+59.96%+48.32%0.79%0.82%18.3529.271.97%互联网零售
METAMeta Platforms
597.02024.810+4.34%2473.93万147.22亿583.455572.210604.340578.3301.50万亿1.30万亿25.14亿21.80亿+9.09%+19.05%+12.30%-15.23%+4.54%+35.66%+2.06%0.34%1.14%23.3425.024.55%互联网内容与信息
AMAT应用材料
155.1006.140+4.12%608.32万9.44亿152.790148.960156.695152.6851260.10亿1257.44亿8.12亿8.11亿+2.34%+12.83%+14.46%-13.96%-16.90%-20.97%-4.41%0.98%0.75%20.2718.012.69%半导体设备与材料
LRCX泛林集团
74.5202.790+3.89%1333.94万9.96亿74.25071.73075.49073.690953.20亿949.66亿12.79亿12.74亿+4.34%+16.88%+14.26%-8.78%-2.35%-14.74%+3.48%1.19%1.05%20.7625.702.51%半导体设备与材料
TSM台积电
179.2806.560+3.80%2169.12万38.84亿179.795172.720180.650177.1409298.54亿8376.01亿51.87亿46.72亿+8.59%+18.15%+13.92%-13.71%-6.56%+33.43%-8.87%1.34%0.46%22.1024.692.03%半导体
MU美光科技
80.7202.950+3.79%1889.97万15.23亿79.58577.77081.67079.100902.10亿877.43亿11.18亿10.87亿+1.18%+17.33%+8.58%-13.65%-27.63%-27.81%-3.96%0.57%1.74%19.31115.313.31%半导体
AMKR艾马克技术
18.1400.660+3.78%186.69万3389.22万17.83017.48018.37017.76044.82亿19.10亿2.47亿1.05亿+3.36%+13.59%+14.48%-26.84%-32.21%-41.11%-29.09%1.78%1.77%14.1712.693.49%半导体设备与材料
ANETArista Networks
91.0203.180+3.62%1110.22万10.11亿89.10087.84092.02089.0901147.87亿941.74亿12.61亿10.35亿+16.83%+27.84%+27.71%-21.19%-13.95%+39.04%-17.65%--1.07%40.8240.823.34%计算机硬件
ORCL甲骨文
150.7305.240+3.60%1134.60万17.16亿148.330145.490153.060148.3304226.82亿2437.33亿28.04亿16.17亿+8.84%+17.19%+10.23%-11.88%-16.33%+32.58%-9.00%1.06%0.70%35.3840.633.25%软件基础设施
ASML阿斯麦
690.33023.610+3.54%121.55万8.38亿686.320666.720695.000685.6002714.96亿2714.65亿3.93亿3.93亿+2.24%+8.17%+11.11%-6.55%+4.91%-19.93%+0.12%0.99%0.31%27.6131.751.41%半导体设备与材料
SIEGY西门子(ADR)
119.4603.850+3.33%9.73万1158.54万118.430115.610119.540118.1101871.26亿1871.26亿15.66亿15.66亿+1.14%+12.26%+10.31%+16.54%+23.61%+29.59%+26.45%2.02%0.01%17.5520.371.24%--
KLAC科磊
698.16021.850+3.23%85.19万5.96亿694.250676.310707.840692.910923.26亿921.28亿1.32亿1.32亿+0.51%+10.05%+12.46%-7.83%+4.78%+3.28%+11.05%0.90%0.65%25.4034.432.21%半导体设备与材料
INTC英特尔
20.6200.640+3.20%6329.85万13.02亿20.26019.98020.78020.210899.44亿880.31亿43.62亿42.69亿+2.84%+8.93%-8.07%+4.94%-17.68%-31.71%+2.84%1.21%1.48%亏损亏损2.85%半导体
AVGO博通
203.6406.310+3.20%1776.68万36.21亿203.900197.330205.680201.0809575.05亿9411.54亿47.02亿46.22亿+5.89%+19.09%+32.23%-11.96%+14.06%+66.43%-11.90%1.07%0.38%97.44165.562.33%半导体
SMCI超微电脑
33.7100.980+2.99%4530.68万15.16亿32.94032.73034.13032.690201.18亿149.88亿5.97亿4.45亿-7.57%+7.00%+4.30%+7.05%+48.50%-55.79%+10.60%--10.19%14.1117.564.40%计算机硬件
AIC3.ai
22.4800.650+2.98%303.96万6831.36万22.26021.83022.70521.95029.84亿26.16亿1.33亿1.16亿-0.49%+16.18%+10.79%-34.25%-18.84%-2.89%-34.71%--2.61%亏损亏损3.46%软件基础设施
DELL戴尔科技
94.5902.640+2.87%597.05万5.65亿94.23091.95095.84093.840660.09亿276.66亿6.98亿2.92亿-0.32%+12.26%+23.26%-8.86%-30.92%-22.00%-17.06%1.88%2.04%14.8314.832.18%计算机硬件
TER泰瑞达
75.8802.100+2.85%252.69万1.92亿75.69073.78077.10075.440122.04亿121.54亿1.61亿1.60亿-1.61%+6.50%+1.05%-32.55%-30.23%-35.10%-39.68%0.63%1.58%21.5022.862.25%半导体设备与材料
ANSS安斯科技
328.7609.030+2.82%53.30万1.74亿322.870319.730328.960322.390289.03亿287.65亿8791.61万8749.44万+2.52%+8.59%+5.90%-5.26%-1.46%+4.52%-2.54%--0.61%48.7850.192.06%应用软件
SNPS新思科技
472.28012.920+2.81%129.40万6.12亿469.850459.360476.435467.585730.24亿725.08亿1.55亿1.54亿+5.75%+14.26%+13.05%-10.62%-14.62%-9.76%-2.69%--0.84%34.9632.551.93%软件基础设施
CARR开利全球
71.5301.955+2.81%613.45万4.38亿70.00069.57571.75069.340613.23亿569.77亿8.57亿7.97亿+19.48%+19.80%+18.18%+11.15%-4.48%+18.82%+5.13%1.11%0.77%11.3011.633.46%建筑产品与设备
VRTVertiv Holdings
95.0002.450+2.65%914.56万8.73亿94.11092.55096.99093.000362.05亿348.05亿3.81亿3.66亿+9.26%+29.76%+40.80%-20.16%-21.06%+3.20%-16.35%0.13%2.50%55.2374.224.31%电气设备及零件
NVDA英伟达
114.5002.890+2.59%1.90亿217.52亿114.180111.610115.400113.3702.79万亿2.69万亿244.00亿235.02亿+3.14%+12.82%+12.48%-8.27%-21.35%+33.47%-14.73%0.03%0.81%38.9538.951.82%半导体
IBMIBM Corp
245.5505.890+2.46%373.19万9.14亿243.125239.660245.690241.3302282.13亿2277.25亿9.29亿9.27亿+5.65%+2.82%+0.85%-6.12%+16.64%+54.11%+12.44%2.72%0.40%42.1238.191.82%信息技术服务
ABLZFABB LTD
55.6481.302+2.40%14.33万790.88万56.17054.34656.17054.3641018.45亿1018.45亿18.30亿18.30亿+4.71%+6.61%+11.03%+5.36%-0.48%+13.86%+5.43%1.84%0.01%24.8426.133.32%--
TSLA特斯拉
287.2106.690+2.38%1.14亿329.64亿284.900280.520294.780279.8109250.91亿7977.68亿32.21亿27.78亿+0.79%+18.99%+7.46%-24.05%-0.46%+59.55%-28.88%--4.12%164.12140.795.34%汽车制造
