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5
注:市值、股价取 9 月 9 日收盘价,采用 Wind 汇率
资料来源:Wind,华泰研究
代码 公司 交易货币 市值 股价
(百万 美元) 9-Sep 1W 30D YTD
软件
SHOP US SHOPIFY Shopify USD 43,908 34.81 15.6% 10.0% -69.2%
SNOW US SNOWFLAKE Snowflake USD 60,221 188.19 9.7% 4.0% -33.1%
NOW US SERVICENOW ServiceNow USD 94,946 470.03 8.2% 8.1% -14.6%
ADBE US ADOBE
奥多比
USD 184,757 394.78 7.2% 5.7% -21.1%
CRM US SALESFORCE
塞富时
USD 162,590 162.59 5.8% 4.1% -26.9%
MSFT US MICROSOFT
微软
USD 1,972,314 264.46 3.3% 1.1% 20.7%
ACN US ACCENTURE-A
埃森哲
USD 193,126 290.55 2.3% 0.7% 13.6%
KLAC US KLA
科天
USD 50,861 358.67 7.0% 4.2% 41.5%
AMD US ADVANCED MICRO DEVICES
AMD超威半导体
USD 137,944 85.45 6.5% 0.7% -6.8%
AMAT US APPLIED MATERIAL
应用材料
USD 83,028 96.51 5.8% 2.6% 13.4%
IFX NTR INFINEON TECHNOLOGIES
英飞凌
EUR 33,245 25.33 5.5% 4.0% -19.7%
NVDA US NVIDIA
英伟达
USD 358,236 143.87 5.5% -4.7% 10.4%
LRCX US LAM RESEARCH
拉姆研究
USD 61,751 450.78 4.8% 2.9% -3.0%
TXN US TEXAS INSTRUMENTS
德州仪器
USD 156,006 170.74 4.7% 3.3% 8.6%
AVGO US BROADCOM
博通
USD 211,573 522.40 4.4% 4.7% 24.7%
NXPI US NXP SEMICONDUCTORS
恩智浦
USD 44,153 168.14 3.5% 2.2% 8.0%
ASML NA ASML HOLDING
阿斯麦
EUR 201,703 497.90 2.8% 2.7% 25.2%
QCOM US QUALCOMM
高通公司
USD 148,292 132.05 2.8% -0.2% -10.4%
MU US MICRON TECHNOLOGY
镁光
USD 63,365 57.44 2.0% 1.6% -23.2%
8035 JP TOKYO ELECTRON
东京电子
JPY 47,116 42,930.00 0.9% -2.8% 11.8%
INTC US INTEL
英特尔
USD 129,175 31.46 0.8% -1.4% -33.5%
2454 TT MTK
联发科
TWD 32,469 623.00 0.5% -6.6% -16.6%
000660 KS SK HYNIX
SK海力士
KRW 47,911 90,400.00 -1.4% -5.0% -23.7%
2330 TT TSMC
台积电
TWD 422,819 475.00 -2.1% -5.9% -10.4%
2303 TT UMC
联电
TWD 15,265 39.30 -3.0% -4.4% -16.6%
005930 KS SAMSUNG ELEC
三星电子
KRW 241,639 55,600.00 -3.3% -6.9% -31.4%
互联网
SE US SEA
SEA
USD 35,400 63.47 5.9% 2.4% -68.1%
META US META PLATFORMS Meta USD 454,599 169.15 5.5% 3.8% -38.1%
AMZN US AMAZON
亚马逊
USD 1,357,695 133.27 4.5% 5.1% -18.2%
GOOG US ALPHABET-C
谷歌
USD 1,450,283 111.78 2.9% 2.4% 27.6%
3690 HK MEITUAN-W
美团
HKD 141,815 179.90 2.1% -5.2% -38.9%
1024 HK KUAISHOU-W
快手
HKD 35,309 64.50 -3.4% -6.3% -78.5%
0700 HK TENCENT
腾讯
HKD 376,189 307.00 -6.6% -6.2% -43.5%
6861 JP KEYENCE KEYENCE JPY 91,582 53,940.00 5.2% 2.1% -6.7%
CSCO US CISCO SYSTEMS
思科
USD 188,062 45.77 2.6% 2.3% 7.6%
AAPL US APPLE
苹果
USD 2,529,054 157.37 1.0% 0.1% 19.8%
1810 HK XIAOMI-W
小米
HKD 34,411 10.80 -3.2% -6.6% -67.5%
RIVN US RIVIAN AUTOMOTIVE Rivian USD 34,403 37.55 17.1% 14.8% -62.7%
TSLA US TESLA
特斯拉
USD 939,038 299.68 10.9% 8.7% 27.4%
NIO US NIO
蔚来
USD 31,046 19.16 8.1% -3.8% -60.7%
LCID US LUCID GROUP Lucid USD 25,226 15.08 -0.5% -1.7% 50.6%
LI US LI AUTO
理想(美股)
USD 27,514 26.33 -0.9% -8.5% -8.7%
9866 HK NIO-SW
蔚来(港股)
HKD 31,046 144.00 -1.0% -9.3% -9.4%
1211 HK BYD COMPANY
比亚迪
HKD 104,392 221.60 -3.0% -8.5% 9.2%
XPEV US XPENG
小鹏(美股)
USD 13,800 16.03 -4.2% -13.4% -62.6%
2015 HK LI AUTO-W
理想(港股)
HKD 27,514 103.60 -4.9% -10.1% -11.5%
9868 HK XPENG
小鹏(港股)
HKD 13,800 62.90 -5.8% -14.7% -61.9%
费城半导体指数
2,721.8 4.7% 1.7% -31.0%
纳斯达克指数
12,112.3 4.1% 2.5% -22.6%
标普500
4,067.4 3.6% 2.8% -14.7%
106752.MI
MSCI全球信息科技
427.6 2.9% 0.7% -25.6%
HXC.O
纳斯达克中概股
7,202.5 0.1% -4.2% -19.0%