---
title: "AI 軟件指數收跌超 2.7%，成分股 Palantir、MongoDB、Adobe 表現最差，美光漲超 10% 在信息技術板塊表現不俗"
description: "週五（1 月 2 日），信息科技指數漲 1.33%，報 273.02 點。美光科技漲超 10%，創 4 月份以來最佳單日表現。AI 軟件指數收跌超 2.7%，成分股 Palantir、MongoDB、Adobe 表現最差。AI 贏家指數漲 1.45%，成分股 NuScale 漲 15.10%。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/271368173.md"
published_at: "2026-01-02T23:18:46.000Z"
---

# AI 軟件指數收跌超 2.7%，成分股 Palantir、MongoDB、Adobe 表現最差，美光漲超 10% 在信息技術板塊表現不俗

> 週五（1 月 2 日），信息科技指數漲 1.33%，報 273.02 點。美光科技漲超 10%，創 4 月份以來最佳單日表現。AI 軟件指數收跌超 2.7%，成分股 Palantir、MongoDB、Adobe 表現最差。AI 贏家指數漲 1.45%，成分股 NuScale 漲 15.10%。

週五（1 月 2 日），信息科技指數漲 1.33%，報 273.02 點。

成分股 Sandisk 漲 15.95%，CleanSpark 漲 14.13%，美光科技漲 10.51%——創 4 月份以來最佳單日表現，西部數據漲 8.96%，拉姆研究、Astera Labs、D-Weeave Quantum、QUBT、泰瑞達、英特爾漲 8.11%-6.72% 進入表現前十，DocuSign 則收跌 5.19% 跌幅第三大，Palantir 跌 5.56%，Applovin 跌 8.24%。

人工智能（AI）贏家指數漲 1.45%，報 285.72 點。

成分股 NuScale 收漲 15.10%，Oklo 漲 8.42%，和美光科技領跑，ServiceNOW 則收跌 3.75% 跌幅第四大，Salesforce 跌 4.26%，MongoDB 跌 4.77%，Palantir 表現最差。

AI 軟件先驅指數跌 2.75%，報 120.95 點。

成分股 Palantir、MongoDB、Adobe 領跌，三隻成分股收漲，甲骨文漲 0.41%，C3.ai 漲 2%，新思科技漲 2.28%。

### Related Stocks

- [MU.US - 美光科技](https://longbridge.com/zh-HK/quote/MU.US.md)

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> **免責聲明**：本文內容僅供參考，不構成任何投資建議。