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AI 記憶體與 HBM

高頻寬記憶體位於 AI 加速器的處理器旁,能以足夠快的速度傳送資料,讓運算單元持續運作。供應集中在少數記憶體製造商手中,因此成為 AI 建置過程中的關鍵瓶頸。

12檔股票

# 名稱 持股 交易金額 主題
股票
投資組合
占比
狀態
1951
MAM
Milestone Asset Management
Pennsylvania
US$618萬 -US$284萬 3 0.97% 減碼
1952
FSM Wealth Advisors
FSM Wealth Advisors
Ohio
US$614萬 +US$33.7萬 4 0.65% 增持
1953
DWM
Darwin Wealth Management
Florida
US$613萬 -US$117萬 2 1.68% 減碼
1954
Varenne Capital Partners
Varenne Capital Partners
France
US$612萬 -US$515萬 1 1.01% 減碼
1955
DFG
Dupree Financial Group
Kentucky
US$611萬 +US$1.87萬 1 2.29% 增持
1956
Red Door Wealth Management
Red Door Wealth Management
Tennessee
US$610萬 +US$4.06萬 2 0.56% 增持
1957
Benchstone Capital Management
Benchstone Capital Management
New York
US$609萬 +US$383萬 1 0.74% 新
1958
MFS
Monetta Financial Services
Illinois
US$609萬 US$0 2 4.1% 維持不變
1959
Fiduciary Financial Group
Fiduciary Financial Group
California
US$609萬 -US$80.8萬 2 0.69% 減碼
1960
Ellsworth Advisors
Ellsworth Advisors
Ohio
US$609萬 -US$101萬 1 1% 減碼
1961
S
SharpePoint
Arizona
US$609萬 +US$395萬 1 3.05% 新
1962
SP
Stonebrook Private
Michigan
US$608萬 +US$15.8萬 3 1.11% 增持
1963
SHP Wealth Management
SHP Wealth Management
Massachusetts
US$606萬 +US$24.6萬 6 0.42% 增持
1964
RWM
Revisor Wealth Management
Ohio
US$606萬 +US$100萬 3 1.46% 增持
1965
RPWA
Regent Peak Wealth Advisors
Georgia
US$606萬 +US$2.83萬 3 1.12% 增持
1966
Centiva Capital
Centiva Capital
New York
US$603萬 -US$1869萬 4 0.05% 減碼
1967
GIM
Gold Investment Management
Alberta, Canada
US$603萬 -US$24.9萬 1 1.63% 減碼
1968
FWP
Flatrock Wealth Partners
California
US$602萬 -US$1.15萬 3 2.36% 減碼
1969
Patton Albertson Miller Group
Patton Albertson Miller Group
Tennessee
US$601萬 +US$321萬 1 0.6% 增持
1970
StoneX Group
StoneX Group
New York
US$600萬 -US$128萬 4 0.24% 減碼
1971
Acropolis Investment Management
Acropolis Investment Management
Missouri
US$598萬 -US$84萬 3 0.24% 減碼
1972
Fortis Group Advisors
Fortis Group Advisors
New Jersey
US$597萬 +US$234萬 4 0.95% 增持
1973
CPC
Congress Park Capital
New York
US$596萬 -US$129萬 1 1.61% 減碼
1974
OL
OneFund LLC
Florida
US$595萬 -US$2.03萬 3 3.38% 減碼
1975
Madison Wealth Partners
Madison Wealth Partners
Wisconsin
US$595萬 +US$46.7萬 2 0.76% 增持