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光通信主力仓策略简介：近期F5G、ChatGPT持续火爆，数据量呈现急剧增长的态势。如何才能低成本、高效率地去采集、传输和处理数据是一个非常重要的课题。而光通信正式技术关键之一，作为F5G、ChatGPT的上游产业链，具有很强的关联性，而目前行情才刚刚起步，机构纷纷参与布局。中国是全球最大的光通信市场，也是全球最大的制造基地。光通信产业链完整，从光电芯片、器件、光纤预制棒、光纤光缆到系统设备制造一应俱全。光通信行业上游包括光芯片、电芯片、光组件等，产业链下游是光通信设备商，最终客户方面，传统客户包括了 2B 侧电信市场的大型运营商和数通市场的云计算巨头。 光模块产品所需原材料主要为光器件、电路芯片、PCB以及结构件等。其中，光器件的成本占比最高，在73%左右。光器件主要由 TOSA(以激光器为主的发射组件)、ROSA(以探测器为主的接收组件)、尾纤等组成，其中TOSA占到了光器件总成本的48%;ROSA占到 了光器件总成本的32%，大批上市公司受益光通信概念，具体将在盈仓主力轮动个股明细中揭示。本策略根据主力资金流向量化数据、个股基本面量化数据，抓取龙头进行轮动，轮动周期4-5天 。

最新计划：2026年06月23日继续持仓　
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策略订阅价:10策略币/季　(订阅期间净值增长为负不扣币)
策略换股或调仓周期:3-5个交易日
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最后持仓:
历史交易记录
交易批号买入日期卖出日期买入市值卖出/持仓市值盈利金额(比例%)交易费用
(买入)
(卖出)		交易股票(只)策略累计盈利%止损股数
12026-06-172026-06-22持仓中3544122.003869848.00(持仓中)325032.72（9.38%）693.09
0.00		2286.98%0
22026-06-102026-06-163447018.503544815.2597134.22（2.93%）662.56
4097.62		2254.48%0
32026-06-032026-06-093588544.503447681.00-141562.66（-4.05%）699.41
4032.29		2244.77%0
42026-05-272026-06-023492712.003589243.7595834.00（2.75%）697.85
4308.10		2258.92%0
52026-05-202026-05-263390880.253493409.75101864.34（3.06%）665.09
4118.50		2249.34%0
62026-05-132026-05-193332727.503391545.5058165.05（1.78%）653.08
3993.84		2239.15%0
72026-05-062026-05-123119436.003333380.50213330.61（6.95%）613.99
3945.38		2233.34%0
82026-04-242026-04-303194934.003120050.00-75504.92（-2.43%）621.04
3640.73		2212.01%0
92026-04-172026-04-233051011.503195555.00143936.32（4.74%）607.24
3821.45		2219.56%0
102026-04-102026-04-162898759.003051618.75152291.65（5.36%）567.77
3594.38		2205.16%0
112026-04-022026-04-092766183.252899327.00132590.58（4.79%）553.07
3482.35		2189.93%0
122026-03-262026-04-012855571.252766736.50-89391.66（-3.21%）556.58
3236.76		2176.67%0
132026-03-192026-03-252812322.752856128.0043246.03（1.55%）559.05
3410.94		2185.61%0
142026-03-122026-03-182991551.502812881.75-179256.08（-6.11%）586.52
3308.69		2181.29%0
152026-03-052026-03-112936036.252992138.0055522.42（1.92%）579.30
3547.36		2199.21%0
162026-02-262026-03-042985165.502936615.50-49142.26（-1.66%）592.34
3500.01		2193.66%0
172026-02-112026-02-252938957.752985757.7546212.40（1.57%）587.60
3586.05		2198.58%0
182026-02-042026-02-102877768.752939545.5061202.11（2.13%）574.79
3527.11		2193.95%0
192026-01-282026-02-032759635.752878343.50118171.56（4.41%）536.28
3364.15		2187.83%0
202026-01-212026-01-272771336.502760172.00-11710.83（-0.43%）546.34
3268.54		2176.02%0
212026-01-142026-01-202752166.502771882.7519165.85（0.70%）550.35
3329.75		2177.19%0
222026-01-072026-01-132586720.752752717.00165479.63（6.40%）516.74
3303.63		2175.27%0
232025-12-292026-01-062604374.252587237.50-17647.84（-0.69%）510.96
3048.84		2158.72%0
242025-12-222025-12-262507249.252604885.2597137.98（3.90%）498.03
3109.05		2160.49%0
252025-12-152025-12-192578386.252507747.25-71154.70（-2.76%）515.55
3012.15		2150.77%0
262025-12-082025-12-122587131.502578901.75-8746.86（-0.34%）517.15
3096.76		2157.89%0
272025-12-012025-12-052583642.502587648.753489.71（0.14%）516.40
3106.95		2158.76%0
282025-11-242025-11-282376083.752584159.00207603.21（8.80%）471.92
3084.94		2158.42%0
292025-11-172025-11-212409937.002376555.75-33862.86（-1.41%）481.64
2853.21		2137.66%0
302025-11-102025-11-142463034.752410418.75-53106.13（-2.17%）490.12
2881.03		2141.04%0
312025-11-032025-11-072432480.002463524.7530558.43（1.26%）486.24
2958.24		2146.35%0
322025-10-272025-10-312505224.502432966.25-72759.33（-2.90%）500.94
2922.43		2143.30%0
332025-10-202025-10-242477262.002505725.5027968.20（1.13%）495.15
3008.64		2150.57%0
342025-10-132025-10-172414569.502477757.2562705.22（2.60%）482.62
2975.10		2147.78%0
352025-09-262025-10-102413929.002415052.00640.43（0.03%）482.39
2899.15		2141.51%0
362025-09-192025-09-252473073.752414411.50-59156.38（-2.39%）494.35
2899.18		2141.44%0
372025-09-122025-09-182487977.252473568.00-14906.56（-0.60%）497.18
2969.35		2147.36%0
382025-09-052025-09-111967485.752488474.50520596.23（26.52%）392.57
2984.17		2148.85%0
392025-08-292025-09-041941367.631967878.2526122.48（1.35%）388.13
2363.40		296.79%0
402025-08-222025-08-281980607.001941755.75-39247.22（-1.98%）396.01
2332.26		294.18%0
412025-08-152025-08-211889659.881981003.0090965.49（4.82%）377.58
2377.95		298.10%0
422025-08-082025-08-141877172.631890037.5012489.57（0.67%）375.34
2270.21		289.00%0
432025-08-012025-08-071821282.251877548.0055901.52（3.07%）364.19
2255.34		287.75%0
442025-07-252025-07-311787215.251821646.3834074.02（1.91%）357.15
2186.85		282.16%0
452025-07-182025-07-241790346.381787572.38-3131.94（-0.17%）357.97
2147.07		278.76%0
462025-07-112025-07-171820195.501790704.25-29855.05（-1.64%）363.83
2150.15		279.07%0
472025-07-042025-07-101785026.131820559.3835176.20（1.97%）356.93
2186.84		282.06%0
482025-06-272025-07-031776046.001785383.138981.91（0.51%）355.19
2144.93		278.54%0
492025-06-202025-06-261687689.381776401.2588374.69（5.24%）337.19
2132.18		277.64%0
502025-06-132025-06-191705454.501688026.63-17768.60（-1.04%）340.73
2025.90		268.80%0
512025-06-062025-06-121674850.131705795.2530610.26（1.83%）334.88
2048.86		270.58%0
522025-05-292025-06-051611539.381675185.0063323.72（3.93%）321.93
2010.37		267.52%0
532025-05-222025-05-281634737.381611861.25-23202.66（-1.42%）326.54
1934.11		261.19%0
542025-05-152025-05-211592069.631635063.8842676.11（2.68%）318.14
1962.78		263.51%0
552025-05-082025-05-141578994.501592387.7513077.50（0.83%）315.73
1912.78		259.24%0
562025-04-282025-05-071500179.131579310.2578831.39（5.26%）299.77
1895.84		257.93%0
572025-04-212025-04-251464579.881500478.8835606.23（2.43%）292.79
1801.97		250.05%0
582025-04-142025-04-181534973.501464872.63-70407.28（-4.59%）306.46
1756.76		246.49%0
592025-04-072025-04-111600595.131535279.88-65635.30（-4.10%）320.07
1844.28		253.53%0
602025-03-282025-04-031647362.131600915.13-46776.46（-2.84%）329.40
1922.95		260.09%0
612025-03-212025-03-271688533.631647691.63-41178.87（-2.45%）336.79
1974.09		264.77%0
622025-03-142025-03-201683477.881688870.505056.00（0.30%）336.60
2028.51		268.89%0
632025-03-072025-03-131699731.251683814.50-16256.59（-0.96%）339.91
2022.76		268.38%0
642025-02-282025-03-061665264.381700071.1334473.68（2.07%）333.01
2042.26		270.01%0
652025-02-212025-02-271589024.131665597.3876255.48（4.80%）317.74
2000.72		266.56%0
662025-02-142025-02-201572408.381589341.8816619.04（1.06%）314.34
1908.65		258.93%0
672025-02-072025-02-131532742.881572722.7539673.58（2.59%）306.32
1888.14		257.27%0
682025-01-232025-02-061511100.251533049.1321646.88（1.43%）301.94
1840.20		253.30%0
692025-01-162025-01-221504613.001511402.256488.47（0.43%）300.75
1814.83		251.14%0
702025-01-092025-01-151497392.631504913.757222.36（0.48%）298.67
1803.18		250.49%0
712025-01-022025-01-081599462.881497691.38-102091.13（-6.39%）319.58
1797.52		249.77%0
722024-12-252024-12-311580575.381599782.5018891.18（1.20%）315.93
1920.95		259.98%0
732024-12-182024-12-241563286.501580891.3817292.92（1.11%）311.95
1895.09		258.09%0
742024-12-112024-12-171582473.881563598.50-19191.60（-1.21%）316.27
1877.24		256.36%0
752024-12-042024-12-101586205.881582790.13-3732.63（-0.24%）316.92
1899.68		258.28%0
762024-11-272024-12-031479514.381586522.75106712.48（7.21%）295.84
1905.76		258.65%0
772024-11-132024-11-191603036.251479810.25-123545.98（-7.72%）320.00
1774.28		247.98%0
782024-11-062024-11-121582572.881603356.2520467.59（1.30%）315.67
1921.27		260.34%0
792024-10-302024-11-051558859.251582888.6323717.90（1.52%）311.58
1900.59		258.29%0
802024-10-232024-10-291445468.751559170.75113413.24（7.85%）288.86
1871.86		255.92%0
812024-10-162024-10-221373053.001445757.5072429.97（5.28%）274.53
1736.54		244.58%0
822024-10-092024-10-151504757.881373327.50-131731.14（-8.76%）300.84
1649.30		237.33%0
832024-09-252024-10-081231588.751505058.63273223.65（22.19%）246.29
1808.10		250.51%0
842024-09-182024-09-241181461.631231835.0050137.21（4.25%）236.08
1478.70		223.18%0
852024-09-092024-09-131183178.631181697.75-1717.22（-0.15%）236.47
1418.75		218.17%0
862024-09-022024-09-061203576.501183415.00-20402.16（-1.70%）240.66
1421.48		218.34%0
872024-08-262024-08-301208875.631203817.13-5300.05（-0.44%）241.48
1444.55		220.38%0
882024-08-192024-08-231243409.631209117.13-34540.98（-2.78%）248.48
1451.49		220.91%0
892024-08-122024-08-161242530.251243658.13879.72（0.07%）248.16
1492.09		224.37%0
902024-08-052024-08-091244657.381242778.38-2127.82（-0.17%）248.89
1492.90		224.28%0
912024-07-292024-08-021203247.631244906.2541417.98（3.44%）240.61
1495.42		224.49%0
922024-07-222024-07-261233127.501203488.25-29885.69（-2.42%）246.50
1445.20		220.35%0
932024-07-152024-07-191299076.131233374.00-65961.77（-5.08%）259.70
1481.12		223.34%0
942024-07-082024-07-121268037.501299335.7531044.59（2.45%）253.59
1561.00		229.93%0
952024-07-012024-07-051338229.751268291.13-70206.15（-5.25%）267.46
1522.68		226.83%0
962024-06-242024-06-281373809.501338497.25-35586.94（-2.59%）274.62
1607.27		233.85%0
972024-06-172024-06-211361597.251374084.1312214.90（0.90%）272.01
1649.03		237.41%0
982024-06-072024-06-141363106.881361869.25-1507.91（-0.11%）270.35
1622.56		236.19%0
992024-05-312024-06-061298480.001363377.1364637.67（4.98%）259.35
1635.91		236.34%0
1002024-05-242024-05-301343322.381298739.50-44851.29（-3.34%）268.42
1558.87		229.87%0
1012024-05-172024-05-231340250.751343590.753072.00（0.23%）268.01
1614.01		234.36%0
1022024-05-102024-05-161376905.751340518.75-36662.14（-2.67%）275.13
1609.03		234.05%0
1032024-04-302024-05-091384737.251377180.88-7833.20（-0.57%）276.90
1654.29		237.72%0
1042024-04-232024-04-291274273.501385014.13110485.86（8.67%）254.75
1663.38		238.50%0
1052024-04-162024-04-221348817.501274528.25-74558.39（-5.54%）269.16
1527.67		227.45%0
1062024-04-092024-04-151386199.251349086.63-37389.77（-2.70%）277.19
1620.56		234.91%0
1072024-03-222024-03-281525097.631386476.38-138926.09（-9.11%）304.92
1665.15		238.65%0
1082024-03-152024-03-211451187.501525402.5073924.88（5.10%）290.13
1832.05		252.54%0
1092024-03-082024-03-141397648.751451477.6353549.49（3.83%）279.40
1743.11		245.15%0
1102024-03-012024-03-071415022.381397928.13-17377.20（-1.23%）282.96
1679.25		239.79%0
1112024-02-232024-02-291412448.381415305.252574.44（0.18%）282.45
1700.15		241.53%0
1122024-02-082024-02-221227401.631412730.88185085.05（15.17%）244.07
1688.85		241.27%0
1132024-01-252024-01-311351638.381227645.75-124261.41（-9.25%）268.64
1464.79		222.76%0
1142024-01-182024-01-241554480.001351907.13-202883.57（-13.06%）310.81
1623.70		235.19%0
1152024-01-112024-01-171543533.631554790.7510948.53（0.71%）308.68
1867.83		255.48%0
1162024-01-042024-01-101630275.881543842.25-86759.52（-5.32%）325.86
1853.68		254.38%0
1172023-12-272024-01-031238794.501630601.75391560.03（31.67%）247.29
1956.28		163.06%0
1182023-12-202023-12-261269177.001239041.75-30388.98（-2.40%）253.63
1487.38		223.90%0
1192023-12-132023-12-191312704.751269430.63-43536.40（-3.32%）262.36
1524.06		226.94%0
1202023-12-062023-12-121328401.251312967.00-15700.02（-1.18%）265.67
1577.38		231.30%0
1212023-11-292023-12-051340970.751328667.00-12571.91（-0.94%）268.10
1595.77		232.87%0
1222023-11-222023-11-281358810.501341238.88-17843.26（-1.31%）271.63
1610.60		234.12%0
1232023-11-152023-11-211347216.131359082.1311596.75（0.86%）269.29
1631.93		235.91%0
1242023-11-082023-11-141356588.001347485.38-9373.86（-0.69%）271.26
1618.56		234.75%0
1252023-11-012023-11-071333295.001356859.2523297.72（1.75%）266.58
1629.72		235.69%0
1262023-10-252023-10-311432927.751333561.50-99652.62（-6.96%）286.43
1601.25		233.36%0
1272023-10-182023-10-241525231.131433214.13-92321.96（-6.06%）304.90
1721.03		243.32%0
1282023-10-112023-10-171536466.381525536.13-11237.46（-0.73%）307.19
1832.22		252.55%0
1292023-09-262023-10-101529156.631536773.507311.18（0.48%）305.64
1845.21		253.68%0
1302023-09-192023-09-251537656.131529462.38-8501.20（-0.55%）307.40
1836.78		252.95%0
1312023-09-122023-09-181558687.881537963.50-21036.12（-1.35%）311.68
1847.43		253.80%0
1322023-09-052023-09-111506391.001558999.6352307.54（3.48%）301.01
1871.42		255.90%0
1332023-08-222023-08-281526512.001506692.00-20124.95（-1.32%）305.08
1808.86		250.67%0
1342023-08-152023-08-211531262.251526817.00-4750.70（-0.31%）305.40
1829.29		252.68%0
1352023-08-082023-08-141627704.631531567.63-96462.40（-5.93%）325.37
1839.04		253.16%0
1362023-08-012023-08-071594722.751628030.0032988.45（2.07%）318.76
1954.88		262.80%0
1372023-07-252023-07-311558051.751595041.6336678.21（2.35%）311.58
1916.18		159.50%0
1382023-07-182023-07-241655898.881558363.38-97866.28（-5.92%）330.71
1869.49		255.84%0
1392023-07-112023-07-171588318.751656229.6367593.40（4.26%）317.52
1989.01		265.62%0
1402023-07-042023-07-101592376.501588636.25-4058.47（-0.26%）318.24
1907.25		258.86%0
1412023-06-272023-07-031529117.381592694.7563271.68（4.14%）305.69
1912.70		259.27%0
1422023-06-162023-06-261573156.131529423.00-44047.60（-2.80%）314.55
1837.03		252.94%0
1432023-06-092023-06-151406274.001573470.63166915.81（11.89%）280.75
1887.43		257.35%0
1442023-06-022023-06-081440347.251406554.75-34080.25（-2.37%）287.82
1688.39		240.66%0
1452023-05-262023-06-011397076.001440635.0043279.99（3.10%）279.10
1728.96		244.06%0
1462023-05-192023-05-251437993.751397355.00-40925.77（-2.85%）286.93
1674.83		239.74%0
1472023-05-122023-05-181399744.501438280.7538256.57（2.74%）279.73
1726.69		243.83%0
1482023-05-052023-05-111455605.001400024.25-55871.73（-3.84%）290.91
1680.80		240.00%0
1492023-04-252023-05-041455569.251455896.0035.82（0.00%）290.96
1748.23		245.59%0
1502023-04-182023-04-241498753.751455860.25-43193.14（-2.88%）299.64
1748.49		245.59%0
1512023-04-112023-04-171551531.881499053.38-52788.62（-3.40%）310.22
1800.49		249.91%0
1522023-04-032023-04-101456106.751551842.0095444.54（6.57%）290.77
1861.71		255.18%0
1532023-03-272023-03-311478260.751456397.50-22158.69（-1.50%）295.54
1749.12		245.64%0
1542023-03-202023-03-241315057.381478556.25163236.22（12.43%）262.63
1774.13		247.86%0
1552023-03-132023-03-171347979.751315320.00-32929.21（-2.45%）269.35
1578.82		231.53%0
1562023-03-062023-03-101355545.501348249.13-7566.76（-0.56%）270.36
1615.37		234.82%0
1572023-02-272023-03-031302291.501355815.8853264.15（4.09%）260.24
1627.63		235.58%0
1582023-02-202023-02-241276551.501302551.7525744.98（2.02%）255.27
1564.71		230.26%0
1592023-02-132023-02-171288030.751276806.75-11481.17（-0.89%）257.11
1531.01		227.68%0
1602023-02-062023-02-101187306.131288287.88100744.49（8.49%）237.27
1546.67		228.83%0
1612023-01-302023-02-031125548.751187543.3861769.82（5.49%）224.89
1425.44		218.75%0
1622023-01-162023-01-201071955.501125773.6353604.03（5.01%）214.19
1351.36		212.58%0
1632023-01-092023-01-131074273.001072169.63-2317.87（-0.22%）214.55
1286.35		27.22%0
1642022-12-302023-01-061032394.191074487.5041886.86（4.06%）206.37
1290.25		27.45%0
1652022-12-232022-12-291066881.001032600.56-34493.77（-3.23%）213.34
1240.42		23.26%0
1662022-12-162022-12-221121378.881067094.38-54508.58（-4.87%）224.03
1280.56		26.71%0
1672022-12-092022-12-151149811.381121602.88-28437.94（-2.48%）229.59
1345.32		212.16%0
1682022-12-022022-12-081132456.251150040.8817358.20（1.53%）226.43
1381.36		215.00%0
1692022-11-252022-12-011145077.251132682.75-12623.41（-1.10%）228.81
1359.60		213.27%0
1702022-11-182022-11-241151427.881145306.13-6351.35（-0.55%）229.72
1372.60		214.53%0
1712022-11-112022-11-171144890.631151657.506538.39（0.57%）228.55
1381.08		215.17%0
1722022-11-042022-11-101160198.251145119.13-15311.14（-1.32%）231.94
1375.19		214.51%0
1732022-10-282022-11-031171556.251160430.25-11360.27（-0.97%）234.28
1393.98		216.04%0
1742022-10-212022-10-271160057.751171790.5011500.91（0.99%）231.90
1407.20		217.18%0
1752022-10-142022-10-201103701.251160289.6356367.91（5.11%）220.50
1392.56		216.03%0
1762022-09-302022-10-13896552.381103921.75207190.39（23.15%）179.00
1324.44		210.39%0
1772022-09-232022-09-29944069.94896731.38-47527.07（-5.04%）188.51
1075.54		2-10.33%0
1782022-09-162022-09-22996042.19944258.44-51982.84（-5.22%）199.09
1133.78		2-5.57%0
1792022-09-082022-09-151026296.63996241.25-30260.36（-2.95%）204.99
1195.33		2-0.38%0
1802022-09-012022-09-07999800.311026501.6326501.60（2.65%）199.70
1231.72		22.65%0

策略说明:
为保证策略的真实性，策略计算采取如下规则
1、买入卖出一律在盘前公布计划，成交价以开盘价为准。
2、如盘前计划为买入，个股开盘价涨停，视为买入个股失败。
3、如盘前计划为卖出，开盘价跌停，视为卖出个股失败。
4、轮动策略换仓（卖出后买进）不在同一天操作（因为不可能在开盘时卖出后回笼资金按开盘价买入），换仓将用两个交易日分别操作卖出和买入。
5、策略计算时买卖佣金按万分之二计，印花税按千分之一计。




说明:CFI.CN金融实验室独家研发的"盈仓"战略涡轮量化策略系列，采用多因子、AI、事件驱动、交易大数据等多种领先量化技术，抽取每轮行情的最大价值。2019年试运行以来，各种策略跑赢大盘占比100%， 最高年化收益率超过200%，最高首选股收益超过300%。 策略交易以日线为单位。盘前公布计划，以开盘价操作，无需盯盘。盈亏计算以公布策略买卖计划后第一个开盘价为准，买卖佣金按万分之二计，印花税按千分之一计。中财网金融实验室成立与1999年，有20年数据量化产品研发经验，目前部分策略为开放测试期，欢迎体验。

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