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
1976	CCG Ceeto Capital Group Coral Gables, Florida	US$595萬	+US$136萬	2	1.61%	增持
1977	CPA Capital Performance Advisors Walnut Creek, California	US$593萬	-US$372萬	3	0.38%	減碼
1978	PPA Pilgrim Partners Asia Singapore	US$592萬	-US$7.05萬	2	2.53%	減碼
1979	WF WinCap Financial Boston, Massachusetts	US$591萬	+US$11.3萬	2	3.19%	增持
1980	Swiss Re Zurich, Switzerland	US$591萬	+US$341萬	3	0.54%	增持
1981	Symmetry Investments St Helier, Jersey	US$590萬	-US$29.8萬	3	0.4%	減碼
1982	PFG Prosperity Financial Group San Ramon, California	US$590萬	-US$206萬	3	1.83%	減碼
1983	BCM BluePath Capital Management Atlanta, Georgia	US$586萬	-US$19.6萬	1	3.21%	減碼
1984	Polymer Capital Management New York	US$586萬	-US$1130萬	4	0.78%	減碼
1985	SIP Snowwater Investment Partners Fairfield, Connecticut	US$586萬	-US$22.6萬	2	4.05%	減碼
1986	Eagle Global Advisors Houston, Texas	US$586萬	+US$47.8萬	2	0.19%	增持
1987	HCM Harvey Capital Management Palm Beach, Florida	US$586萬	-US$345萬	1	1.2%	減碼
1988	MTC McDaniel Terry & Co Austin, Texas	US$585萬	US$0	1	0.46%	維持不變
1989	Stansberry Asset Management Westlake, Texas	US$585萬	+US$380萬	1	0.54%	新
1990	KWS Keystone Wealth Services Palm Desert, California	US$583萬	+US$50.2萬	3	1.08%	增持
1991	BWM Braeburn Wealth Management Muskegon, Michigan	US$580萬	+US$294萬	3	2.49%	增持
1992	Perennial Advisors New York	US$579萬	+US$2.71萬	2	0.89%	增持
1993	CA COFG Advisors Oak Brook, Illinois	US$579萬	-US$42.8萬	2	1%	減碼
1994	Evercore Wealth Management New York	US$578萬	-US$39.5萬	2	0.08%	減碼
1995	Shepherd Financial Partners Winchester, Massachusetts	US$576萬	-US$2.58萬	2	0.47%	減碼
1996	IIL Income Insurance Ltd Singapore,	US$576萬	+US$6萬	2	3.43%	增持
1997	Altshuler Shaham Tel Aviv, Israel	US$575萬	-US$998萬	5	0.07%	減碼
1998	CWMGO Capstone Wealth Management Group (Oregon) Bend, Oregon	US$575萬	-US$50.1萬	1	3.46%	減碼
1999	MCA McGuire Capital Advisors Bethany, Oklahoma	US$573萬	-US$100萬	3	3.13%	減碼
2000	Fayez Sarofim & Co Houston, Texas	US$573萬	-US$23.8萬	2	0.01%	減碼