自选关注
Musxiao 精选组合
| 公司 | 股价 | 涨跌 | 市值 | P/E |
|---|---|---|---|---|
| 迈威尔科技 Marvell Technology MRVL |
$165.56 | +8.24 (+5.24%) | $144.8B | 53.9 |
| Astera Labs Astera Labs ALAB |
$197.54 | +3.48 (+1.79%) | $33.6B | 161.9 |
| DigitalOcean DigitalOcean DOCN |
$95.86 | +0.34 (+0.36%) | $10.0B | 38.0 |
| Cloudflare Cloudflare NET |
$205.00 | -2.56 (-1.23%) | $72.2B | - |
| Credo Tech Credo Technology CRDO |
$185.54 | -3.95 (-2.08%) | $34.2B | 101.9 |
| Halozyme Halozyme Therapeutics HALO |
$66.59 | -1.81 (-2.65%) | $7.9B | 26.0 |
| MongoDB MongoDB MDB |
$258.11 | -11.43 (-4.24%) | $20.7B | - |
| Palo Alto Palo Alto Networks PANW |
$173.21 | -7.99 (-4.41%) | $140.5B | 96.8 |
| AvePoint AvePoint AVPT |
$9.62 | -0.62 (-6.05%) | $2.1B | 64.1 |
| GitLab GitLab GTLB |
$20.66 | -1.70 (-7.60%) | $3.5B | - |
美股七巨头
Magnificent Seven
| 公司 | 股价 | 涨跌 | 市值 | P/E |
|---|---|---|---|---|
| 苹果 Apple AAPL |
$273.43 | +0.26 (+0.10%) | $4.01T | 34.7 |
| 亚马逊 Amazon AMZN |
$255.08 | -0.28 (-0.11%) | $2.74T | 35.5 |
| 谷歌 Alphabet GOOGL |
$338.89 | -0.43 (-0.13%) | $4.10T | 31.3 |
| 英伟达 NVIDIA NVDA |
$199.64 | -2.86 (-1.41%) | $4.85T | 40.7 |
| Meta Meta Platforms META |
$659.15 | -15.57 (-2.31%) | $1.67T | 28.1 |
| 特斯拉 Tesla TSLA |
$373.72 | -13.79 (-3.56%) | $1.40T | 342.9 |
| 微软 Microsoft MSFT |
$415.75 | -17.17 (-3.97%) | $3.09T | 26.0 |
全球AI上市公司
拥有大模型或AI平台的上市企业
| 公司 | 股价 | 涨跌 | 市值 | P/E |
|---|---|---|---|---|
| 谷歌 Alphabet GOOGL |
$338.89 | -0.43 (-0.13%) | $4.10T | 31.3 |
| 百度 Baidu BIDU |
$121.53 | -1.76 (-1.43%) | $41.4B | 70.2 |
| Meta Meta Platforms META |
$659.15 | -15.57 (-2.31%) | $1.67T | 28.1 |
| 阿里巴巴 Alibaba BABA |
$131.70 | -4.72 (-3.46%) | $325.0B | 23.2 |
| 腾讯 Tencent TCEHY |
$62.21 | -2.25 (-3.49%) | $562.6B | 17.6 |
| 微软 Microsoft MSFT |
$415.75 | -17.17 (-3.97%) | $3.09T | 26.0 |
| Snowflake Snowflake SNOW |
$146.40 | -9.17 (-5.89%) | $50.6B | - |
| Palantir Palantir PLTR |
$141.57 | -11.05 (-7.24%) | $338.6B | 224.7 |
芯片设计 / 软件
GPU、CPU、SoC 芯片设计
| 公司 | 股价 | 涨跌 | 市值 | P/E |
|---|---|---|---|---|
| Marvell Marvell Technology MRVL |
$165.56 | +8.24 (+5.24%) | $144.8B | 53.9 |
| ARM ARM Holdings ARM |
$204.61 | +8.04 (+4.09%) | $217.3B | 272.8 |
| 英特尔 Intel INTC |
$66.78 | +1.51 (+2.31%) | $335.3B | - |
| 博通 Broadcom AVGO |
$402.17 | +2.54 (+0.64%) | $1.91T | 78.5 |
| AMD AMD AMD |
$305.33 | +1.87 (+0.62%) | $497.8B | 117.0 |
| 英伟达 NVIDIA NVDA |
$199.64 | -2.86 (-1.41%) | $4.85T | 40.7 |
| 高通 Qualcomm QCOM |
$133.95 | -2.12 (-1.56%) | $143.1B | 27.0 |
芯片制造 / 设备
晶圆代工与半导体设备
| 公司 | 股价 | 涨跌 | 市值 | P/E |
|---|---|---|---|---|
| 泰瑞达 Teradyne TER |
$400.99 | +15.81 (+4.10%) | $62.8B | 115.6 |
| 科磊 KLA Corporation KLAC |
$1815.43 | +3.37 (+0.19%) | $238.5B | 52.7 |
| 应用材料 Applied Materials AMAT |
$403.91 | +0.43 (+0.11%) | $320.5B | 41.4 |
| 台积电 TSMC TSM |
$382.66 | -4.78 (-1.23%) | $1.98T | 32.7 |
| ASML ASML Holding ASML |
$1417.80 | -25.86 (-1.79%) | $546.4B | 46.5 |
| 泛林集团 Lam Research LRCX |
$258.56 | -6.99 (-2.63%) | $324.8B | 53.2 |
芯片封装 / 存储
存储芯片、封装测试与模拟芯片
| 公司 | 股价 | 涨跌 | 市值 | P/E |
|---|---|---|---|---|
| 德州仪器 Texas Instruments TXN |
$282.23 | +45.92 (+19.43%) | $257.0B | 51.7 |
| 安森美 ON Semi ON |
$97.78 | +8.79 (+9.88%) | $38.5B | 337.2 |
| 恩智浦 NXP Semiconductors NXPI |
$241.16 | +15.41 (+6.83%) | $60.9B | 30.3 |
| ADI Analog Devices ADI |
$403.88 | +22.46 (+5.89%) | $197.2B | 74.1 |
| 西数 Western Digital (SanDisk) WDC |
$403.12 | +14.02 (+3.60%) | $137.8B | 38.1 |
| 希捷 Seagate STX |
$587.62 | +7.74 (+1.33%) | $131.6B | 66.2 |
| 安靠 Amkor Technology AMKR |
$72.91 | +0.66 (+0.91%) | $18.1B | 48.6 |
| 日月光 ASE Technology ASX |
$29.81 | -0.14 (-0.47%) | $65.3B | 53.2 |
| 美光 Micron MU |
$481.72 | -5.76 (-1.18%) | $543.3B | 22.7 |
云计算 / AI 基础设施
云服务、AI算力、数据分析平台
| 公司 | 股价 | 涨跌 | 市值 | P/E |
|---|---|---|---|---|
| DigitalOcean DigitalOcean DOCN |
$95.86 | +0.34 (+0.36%) | $10.0B | 38.0 |
| 亚马逊 Amazon AWS AMZN |
$255.08 | -0.28 (-0.11%) | $2.74T | 35.5 |
| 谷歌 Google Cloud GOOGL |
$338.89 | -0.43 (-0.13%) | $4.10T | 31.3 |
| Cloudflare Cloudflare NET |
$205.00 | -2.56 (-1.23%) | $72.2B | - |
| Datadog Datadog DDOG |
$127.86 | -4.28 (-3.24%) | $45.2B | 426.2 |
| 微软 Microsoft Azure MSFT |
$415.75 | -17.17 (-3.97%) | $3.09T | 26.0 |
| MongoDB MongoDB Atlas MDB |
$258.11 | -11.43 (-4.24%) | $20.7B | - |
| Snowflake Snowflake SNOW |
$146.40 | -9.17 (-5.89%) | $50.6B | - |
| UiPath UiPath AI Automation PATH |
$10.09 | -0.80 (-7.35%) | $5.3B | 19.4 |
| Salesforce Salesforce Einstein CRM |
$173.30 | -16.50 (-8.69%) | $141.8B | 22.2 |
| C3.ai C3.ai Enterprise AI AI |
$8.54 | -0.85 (-9.05%) | $1.2B | - |
| ServiceNow ServiceNow AI NOW |
$84.78 | -18.29 (-17.75%) | $87.8B | 50.8 |
AI 服务器 / 数据中心
AI算力服务器、数据中心、能源
| 公司 | 股价 | 涨跌 | 市值 | P/E |
|---|---|---|---|---|
| 星座能源 Constellation Energy CEG |
$292.77 | +5.61 (+1.95%) | $106.1B | 39.5 |
| Equinix Equinix Data Centers EQIX |
$1115.29 | +13.01 (+1.18%) | $110.0B | 80.9 |
| Vistra Vistra Energy VST |
$156.85 | +1.06 (+0.68%) | $53.1B | 71.9 |
| Digital Realty Digital Realty DLR |
$200.00 | -0.86 (-0.43%) | $69.8B | 55.9 |
| 戴尔 Dell Technologies DELL |
$212.14 | -2.51 (-1.17%) | $137.9B | 24.5 |
| 慧与科技 Hewlett Packard Enterprise HPE |
$27.93 | -0.58 (-2.03%) | $37.1B | - |
| 超微电脑 Super Micro Computer SMCI |
$26.75 | -2.43 (-8.33%) | $16.1B | 19.5 |
中概互联
中国互联网科技巨头 (ADR)
| 公司 | 股价 | 涨跌 | 市值 | P/E |
|---|---|---|---|---|
| 理想汽车 Li Auto LI |
$18.65 | +0.00 (+0.00%) | $19.1B | 116.6 |
| 中国大盘 iShares China Large-Cap ETF FXI |
$36.49 | -0.48 (-1.30%) | $4.7B | 10.0 |
| 百度 Baidu BIDU |
$121.53 | -1.76 (-1.43%) | $41.4B | 70.2 |
| 京东 JD.com JD |
$29.98 | -0.63 (-2.06%) | $40.9B | 15.9 |
| 拼多多 PDD Holdings PDD |
$97.77 | -2.28 (-2.28%) | $138.8B | 9.9 |
| 哔哩哔哩 Bilibili BILI |
$22.17 | -0.60 (-2.64%) | $9.2B | 52.8 |
| 蔚来 NIO NIO |
$6.28 | -0.20 (-3.09%) | $15.7B | - |
| 网易 NetEase NTES |
$109.54 | -3.73 (-3.29%) | $69.9B | 14.3 |
| 阿里巴巴 Alibaba BABA |
$131.70 | -4.72 (-3.46%) | $325.0B | 23.2 |
| 腾讯 Tencent (ADR) TCEHY |
$62.21 | -2.25 (-3.49%) | $562.6B | 17.6 |
| 爱奇艺 iQIYI IQ |
$1.20 | -0.05 (-4.00%) | $1.2B | - |
| 小鹏汽车 XPeng XPEV |
$15.90 | -1.07 (-6.31%) | $15.2B | - |
中国AI (港股)
港交所上市的中国AI大模型公司
| 公司 | 股价 | 涨跌 | 市值 | P/E |
|---|---|---|---|---|
| 智谱AI Zhipu AI (GLM-5.1) 2513.HK |
$1028.00 | +42.00 (+4.26%) | $458.3B | - |
| MiniMax MiniMax (海螺AI) 0100.HK |
$858.50 | -69.50 (-7.49%) | $269.3B | - |
AI 创业 / 数据
AI相关上市创业公司与数据平台
| 公司 | 股价 | 涨跌 | 市值 | P/E |
|---|---|---|---|---|
| SoundHound SoundHound AI Voice SOUN |
$7.82 | -0.40 (-4.87%) | $3.3B | - |
| Upstart Upstart AI Lending UPST |
$32.82 | -1.92 (-5.53%) | $3.1B | 72.9 |
| BigBear.ai BigBear.ai Holdings BBAI |
$3.73 | -0.26 (-6.52%) | $1.8B | - |
| Reddit Reddit AI Data RDDT |
$152.96 | -11.35 (-6.91%) | $29.2B | 58.6 |
| Palantir Palantir AIP PLTR |
$141.57 | -11.05 (-7.24%) | $338.6B | 224.7 |
| Innodata Innodata AI Data INOD |
$43.48 | -3.85 (-8.13%) | $1.4B | 47.3 |
| Veritone Veritone AI Analytics VERI |
$2.18 | -0.21 (-8.79%) | $203M | - |
AI 独角兽估值
未上市AI公司最新融资估值（估算）
| 公司 | 估值 | 核心产品 |
|---|---|---|
| 🇺🇸 Anthropic | $380B | Claude Opus 4.6 · Claude.ai |
| 🇺🇸 OpenAI | $300B | GPT-4o / GPT-5 · ChatGPT |
| 🇺🇸 xAI | $120B | Grok-3 · xAI (SpaceX合并) |
| 🇨🇳 DeepSeek | $15.0B | DeepSeek-V3/R1 · 深度求索 |
| 🇫🇷 Mistral AI | $6.0B | Mistral Large · Le Chat |
| 🇨🇦 Cohere | $5.5B | Command R+ · Enterprise AI |
| 🇨🇳 月之暗面 | $4.0B | Kimi · Moonshot AI |
| 🇨🇳 阶跃星辰 | $3.0B | Step-2 · StepFun |
| 🇨🇳 百川智能 | $2.0B | Baichuan 4 · 百川 |
| 🇨🇳 零一万物 | $2.0B | Yi-Lightning · 01.AI |
主流 AI 大模型
全球主要AI模型及对应公司
| 模型 | 公司 | 类型 | 状态 |
|---|---|---|---|
| GPT-5 / GPT-4o | OpenAI | 闭源 | 已发布 |
| Claude 4 | Anthropic | 闭源 | 已发布 |
| Gemini 2.5 Pro | 闭源 | 已发布 | |
| Llama 4 | Meta | 开源 | 已发布 |
| GLM-5.1 | 智谱AI | 闭源 | 已发布 |
| DeepSeek-V3/R1 | DeepSeek | 开源 | 已发布 |
| Grok-3 | xAI | 闭源 | 已发布 |
| Mistral Large | Mistral AI | 开源 | 已发布 |
| Qwen3 (通义千问) | 阿里巴巴 | 开源 | 已发布 |
| Kimi (月之暗面) | 月之暗面 | 闭源 | 已发布 |
| MiniMax-01 | MiniMax | 闭源 | 已发布 |
| Ernie (文心一言) | 百度 | 闭源 | 已发布 |