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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07月29日开盘价卖出　
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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
12026-07-232026-07-28持仓中3114459.752527843.75(持仓中)-587231.69（-19.08%）615.70
0.00		2152.78%0
22026-07-162026-07-223251486.003115075.50-137048.86（-4.29%）638.31
3670.56		2211.51%0
32026-07-022026-07-083520716.253252124.25-269290.32（-7.71%）698.29
3872.06		2225.21%0
42026-06-252026-07-013681282.503521414.50-160580.79（-4.51%）712.67
4089.10		2252.14%0
52026-06-172026-06-243546307.753681995.25134994.31（3.90%）693.09
4326.55		2268.20%0
62026-06-102026-06-163449204.253547001.0097134.22（2.93%）662.56
4097.62		2254.70%0
72026-06-032026-06-093590730.253449866.75-141562.66（-4.05%）699.41
4032.29		2244.99%0
82026-05-272026-06-023494901.253591429.5095830.34（2.74%）698.23
4310.37		2259.14%0
92026-05-202026-05-263393069.753495599.25101864.34（3.06%）665.09
4118.50		2249.56%0
102026-05-132026-05-193334917.003393735.0058165.05（1.78%）653.08
3993.84		2239.37%0
112026-05-062026-05-123121444.003335570.00213511.63（6.95%）614.10
3946.26		2233.56%0
122026-04-242026-04-303196942.253122058.25-75504.92（-2.43%）621.04
3640.73		2212.21%0
132026-04-172026-04-233052958.753197563.25143997.01（4.74%）607.56
3823.45		2219.76%0
142026-04-102026-04-162900706.503053566.25152291.65（5.36%）567.77
3594.38		2205.36%0
152026-04-022026-04-092768028.502901274.50132692.64（4.79%）553.47
3484.88		2190.13%0
162026-03-262026-04-012857551.502768582.00-89530.38（-3.19%）561.11
3263.84		2176.86%0
172026-03-192026-03-252814307.252858112.5043246.03（1.55%）559.05
3410.94		2185.81%0
182026-03-122026-03-182993536.002814866.25-179256.08（-6.11%）586.52
3308.69		2181.49%0
192026-03-052026-03-112938020.752994122.5055522.42（1.92%）579.30
3547.36		2199.41%0
202026-02-262026-03-042987150.002938600.00-49142.26（-1.66%）592.34
3500.01		2193.86%0
212026-02-112026-02-252940908.002987742.2546246.28（1.57%）588.04
3588.73		2198.77%0
222026-02-042026-02-102879640.002941496.0061280.22（2.13%）575.76
3533.03		2194.15%0
232026-01-282026-02-032761508.002880215.75118171.56（4.41%）536.28
3364.15		2188.02%0
242026-01-212026-01-272773208.752762044.25-11710.83（-0.43%）546.34
3268.54		2176.20%0
252026-01-142026-01-202754025.002773755.0019179.35（0.70%）550.56
3331.04		2177.38%0
262026-01-072026-01-132587808.002754575.75166250.64（6.43%）517.18
3307.18		2175.46%0
272025-12-292026-01-062605459.502588325.00-17645.09（-0.69%）510.56
3046.47		2158.83%0
282025-12-222025-12-262508334.002605970.0097137.98（3.90%）498.03
3109.05		2160.60%0
292025-12-152025-12-192579469.002508832.00-71151.99（-2.76%）515.16
3009.82		2150.88%0
302025-12-082025-12-122588191.502579984.00-8724.89（-0.34%）517.44
3098.51		2158.00%0
312025-12-012025-12-052584657.002588709.003535.35（0.14%）516.71
3108.88		2158.87%0
322025-11-242025-11-282377098.502585173.75207603.21（8.80%）471.92
3084.94		2158.52%0
332025-11-172025-11-212410984.752377570.50-33896.14（-1.41%）482.11
2856.01		2137.76%0
342025-11-102025-11-142464082.752411466.75-53106.13（-2.17%）490.12
2881.03		2141.15%0
352025-11-032025-11-072433486.752464572.7530599.33（1.26%）486.53
2960.04		2146.46%0
362025-10-272025-10-312506316.002433973.25-72843.48（-2.91%）500.98
2922.55		2143.40%0
372025-10-202025-10-242478326.252506816.7527994.97（1.13%）495.46
3010.56		2150.68%0
382025-10-132025-10-172415590.752478821.7562748.21（2.60%）482.90
2976.83		2147.88%0
392025-09-262025-10-102414886.502416073.50703.99（0.03%）482.87
2902.11		2141.61%0
402025-09-192025-09-252474100.752415369.50-59225.84（-2.40%）494.55
2900.31		2141.54%0
412025-09-122025-09-182489024.002474595.25-14926.14（-0.60%）497.70
2972.42		2147.46%0
422025-09-052025-09-111968291.632489521.50520837.21（26.53%）392.67
2985.07		2148.95%0
432025-08-292025-09-041942306.501968684.3825989.69（1.34%）388.25
2363.97		296.87%0
442025-08-222025-08-281981550.501942694.75-39251.88（-1.98%）396.11
2332.82		294.27%0
452025-08-152025-08-211890489.131981946.6391079.51（4.82%）377.99
2380.53		298.19%0
462025-08-082025-08-141878000.751890867.1312490.93（0.67%）375.43
2270.76		289.09%0
472025-08-012025-08-071822103.001878376.1355908.88（3.07%）364.28
2255.90		287.84%0
482025-07-252025-07-311787968.501822467.2534141.56（1.91%）357.21
2187.26		282.25%0
492025-07-182025-07-241791093.881788325.75-3126.26（-0.17%）358.02
2147.35		278.83%0
502025-07-112025-07-171820948.501791452.00-29860.37（-1.64%）363.87
2150.42		279.15%0
512025-07-042025-07-101785687.881821312.3835267.53（1.98%）357.01
2187.44		282.13%0
522025-06-272025-07-031776726.001786044.888963.71（0.50%）355.22
2145.10		278.60%0
532025-06-202025-06-261688213.381777081.2588530.64（5.25%）337.17
2132.24		277.71%0
542025-06-132025-06-191705933.131688550.63-17723.68（-1.04%）341.15
2028.48		268.86%0
552025-06-062025-06-121675329.381706274.2530609.95（1.83%）334.92
2049.12		270.63%0
562025-05-292025-06-051612018.631675664.2563323.72（3.93%）321.93
2010.37		267.57%0
572025-05-222025-05-281635230.501612340.50-23216.57（-1.42%）326.67
1934.89		261.23%0
582025-05-152025-05-211592523.751635557.1342715.05（2.68%）318.43
1964.56		263.56%0
592025-05-082025-05-141579450.251592842.1313076.20（0.83%）315.78
1913.04		259.28%0
602025-04-282025-05-071500618.631579766.0078847.51（5.26%）299.89
1896.59		257.98%0
612025-04-212025-04-251465001.501500918.5035624.10（2.43%）292.95
1802.94		250.09%0
622025-04-142025-04-181535654.881465294.38-70667.45（-4.60%）306.96
1759.43		246.53%0
632025-04-072025-04-111601291.631535961.88-65649.88（-4.10%）320.16
1844.78		253.60%0
642025-03-282025-04-031648085.751601611.75-46803.59（-2.84%）329.56
1923.92		260.16%0
652025-03-212025-03-271689257.881648415.38-41179.49（-2.44%）336.88
1974.63		264.84%0
662025-03-142025-03-201684192.751689594.885065.38（0.30%）336.69
2029.05		268.96%0
672025-03-072025-03-131700442.631684529.50-16253.21（-0.96%）339.99
2023.29		268.45%0
682025-02-282025-03-061665984.131700782.6334465.37（2.07%）333.05
2042.52		270.08%0
692025-02-212025-02-271589691.751666317.2576307.86（4.80%）317.69
2000.48		266.63%0
702025-02-142025-02-201573058.751590009.3816636.26（1.06%）314.45
1909.32		259.00%0
712025-02-072025-02-131533375.751573373.1339690.76（2.59%）306.57
1889.70		257.34%0
722025-01-232025-02-061511716.631533682.3821663.34（1.43%）302.30
1842.38		253.37%0
732025-01-162025-01-221505229.001512019.006489.16（0.43%）300.94
1815.96		251.20%0
742025-01-092025-01-151497854.501505529.887376.74（0.49%）298.58
1802.88		250.55%0
752025-01-022025-01-081600142.751498153.13-102309.29（-6.40%）319.64
1797.62		249.82%0
762024-12-252024-12-311581136.881600462.3819009.50（1.20%）316.01
1921.55		260.05%0
772024-12-182024-12-241563848.001581452.8817292.92（1.11%）311.95
1895.09		258.15%0
782024-12-112024-12-171583053.251564160.00-19209.50（-1.21%）316.26
1877.16		256.42%0
792024-12-042024-12-101586770.631583369.50-3717.94（-0.23%）316.82
1899.09		258.34%0
802024-11-272024-12-031479948.251587087.38106843.17（7.22%）295.85
1905.97		258.71%0
812024-11-132024-11-191603480.251480244.13-123556.28（-7.72%）320.05
1774.54		248.02%0
822024-11-062024-11-121582885.881603800.3820598.78（1.30%）315.78
1922.07		260.38%0
832024-10-302024-11-051559162.501583201.6323727.59（1.52%）311.62
1900.85		258.32%0
842024-10-232024-10-291445476.501559474.13113708.60（7.87%）289.05
1873.32		255.95%0
852024-10-162024-10-221372802.881445765.5072688.31（5.30%）274.29
1735.40		244.58%0
862024-10-092024-10-151504859.631373077.13-132083.42（-8.78%）300.80
1648.63		237.31%0
872024-09-252024-10-081231690.631505160.50273223.65（22.19%）246.29
1808.10		250.52%0
882024-09-182024-09-241181347.751231936.8850352.99（4.27%）236.07
1478.93		223.19%0
892024-09-092024-09-131183040.501181583.88-1693.14（-0.14%）236.45
1418.68		218.16%0
902024-09-022024-09-061203476.881183277.00-20440.33（-1.70%）240.41
1419.94		218.33%0
912024-08-262024-08-301208877.881203717.25-5402.15（-0.45%）241.51
1444.62		220.37%0
922024-08-192024-08-231243540.751209119.38-34669.83（-2.79%）248.49
1451.38		220.91%0
932024-08-122024-08-161242666.881243789.25873.97（0.07%）248.41
1493.60		224.38%0
942024-08-052024-08-091244827.001242915.25-2160.42（-0.17%）248.71
1491.73		224.29%0
952024-07-292024-08-021203417.001245075.6341417.98（3.44%）240.61
1495.42		224.51%0
962024-07-222024-07-261233426.501203657.63-30015.50（-2.43%）246.64
1445.87		220.37%0
972024-07-152024-07-191299380.381233673.13-65967.01（-5.08%）259.73
1481.32		223.37%0
982024-07-082024-07-121268203.131299640.1331183.62（2.46%）253.37
1559.80		229.96%0
992024-07-012024-07-051338411.501268456.50-70222.63（-5.25%）267.53
1523.09		226.85%0
1002024-06-242024-06-281373995.751338679.13-35591.44（-2.59%）274.69
1607.70		233.87%0
1012024-06-172024-06-211361768.881374270.5012229.64（0.90%）272.06
1649.31		237.43%0
1022024-06-072024-06-141363278.501362040.88-1507.91（-0.11%）270.35
1622.56		236.20%0
1032024-05-312024-06-061298669.251363548.7564620.03（4.98%）259.44
1636.46		236.35%0
1042024-05-242024-05-301343598.501298928.75-44938.03（-3.35%）268.25
1557.77		229.89%0
1052024-05-172024-05-231340479.881343866.753118.83（0.23%）268.03
1614.16		234.39%0
1062024-05-102024-05-161377210.381340747.88-36737.93（-2.67%）275.39
1610.54		234.07%0
1072024-04-302024-05-091385043.251377485.75-7834.49（-0.57%）276.94
1654.54		237.75%0
1082024-04-232024-04-291274577.751385320.25110487.57（8.67%）254.79
1663.63		238.53%0
1092024-04-162024-04-221349287.881274832.63-74724.57（-5.55%）269.36
1528.66		227.48%0
1102024-04-092024-04-151386673.131349557.25-37393.07（-2.70%）277.23
1620.81		234.96%0
1112024-03-222024-03-281525660.631386950.38-139015.31（-9.11%）305.11
1666.18		238.70%0
1122024-03-152024-03-211451574.881525965.7574100.51（5.11%）290.30
1833.25		252.60%0
1132024-03-082024-03-141398035.501451865.2553550.20（3.83%）279.45
1743.36		245.19%0
1142024-03-012024-03-071415414.501398315.00-17382.49（-1.23%）283.00
1679.49		239.83%0
1152024-02-232024-02-291412841.881415697.502573.15（0.18%）282.49
1700.40		241.57%0
1162024-02-082024-02-221227534.501413124.38185345.75（15.19%）244.07
1689.16		241.31%0
1172024-01-252024-01-311352674.881227778.63-125166.54（-9.26%）270.21
1473.14		222.78%0
1182024-01-182024-01-241556079.881352945.13-203445.92（-13.08%）311.10
1624.80		235.29%0
1192024-01-112024-01-171545104.631556391.0010977.44（0.71%）308.82
1868.70		255.64%0
1202024-01-042024-01-101631878.001545413.50-86790.49（-5.32%）326.00
1854.50		254.54%0
1212023-12-272024-01-031239651.751632204.00392304.44（31.67%）247.76
1960.00		163.22%0
1222023-12-202023-12-261270044.001239899.50-30398.07（-2.40%）253.50
1486.60		223.99%0
1232023-12-132023-12-191313760.001270297.63-43724.81（-3.33%）262.45
1524.37		227.03%0
1242023-12-062023-12-121329489.631314022.38-15733.10（-1.18%）265.83
1578.30		231.40%0
1252023-11-292023-12-051342085.631329755.50-12598.40（-0.94%）268.33
1597.10		232.98%0
1262023-11-222023-11-281359929.881342353.88-17847.69（-1.31%）271.70
1611.03		234.24%0
1272023-11-152023-11-211348309.001360201.6311623.22（0.86%）269.51
1633.31		236.02%0
1282023-11-082023-11-141357689.251348578.50-9382.30（-0.69%）271.47
1619.85		234.86%0
1292023-11-012023-11-071334351.631357960.7523342.49（1.75%）266.74
1630.72		235.80%0
1302023-10-252023-10-311433984.501334618.25-99652.62（-6.96%）286.43
1601.25		233.46%0
1312023-10-182023-10-241526493.631434270.88-92528.02（-6.06%）305.23
1722.77		243.43%0
1322023-10-112023-10-171537755.001526798.88-11263.75（-0.73%）307.53
1834.25		252.68%0
1332023-09-262023-10-101530399.881538062.637356.71（0.48%）305.98
1847.26		253.81%0
1342023-09-192023-09-251538898.381530705.88-8500.11（-0.55%）307.69
1838.49		253.07%0
1352023-09-122023-09-181559985.251539206.00-21090.90（-1.35%）311.80
1848.10		253.92%0
1362023-09-052023-09-111507668.501560297.0052327.19（3.47%）301.21
1872.65		256.03%0
1372023-08-222023-08-281527814.751507969.75-20150.26（-1.32%）305.27
1809.97		250.80%0
1382023-08-152023-08-211532574.001528120.00-4760.14（-0.31%）306.19
1834.01		252.81%0
1392023-08-082023-08-141629235.251532880.13-96681.02（-5.94%）325.77
1841.18		253.29%0
1402023-08-012023-08-071596238.881629561.1333003.28（2.07%）318.93
1955.88		262.96%0
1412023-07-252023-07-311559534.751596557.8836711.20（2.35%）311.86
1917.90		159.66%0
1422023-07-182023-07-241657837.501559846.63-98322.29（-5.93%）331.36
1872.84		255.98%0
1432023-07-112023-07-171590144.881658168.8867705.98（4.26%）318.00
1992.03		265.82%0
1442023-07-042023-07-101594251.001590462.88-4106.86（-0.26%）318.73
1910.15		259.05%0
1452023-06-272023-07-031530862.251594569.7563401.48（4.14%）305.97
1914.55		259.46%0
1462023-06-162023-06-261575023.131531168.25-44169.72（-2.81%）314.87
1838.82		253.12%0
1472023-06-092023-06-151407374.501575338.00167682.23（11.92%）281.28
1891.49		257.53%0
1482023-06-022023-06-081441598.381407655.75-34230.60（-2.38%）287.90
1688.72		240.77%0
1492023-05-262023-06-011398003.381441886.2543603.74（3.12%）279.07
1729.18		244.19%0
1502023-05-192023-05-251438921.251398282.50-40926.41（-2.85%）287.59
1678.81		239.83%0
1512023-05-122023-05-181400574.631439208.8838354.34（2.74%）279.90
1727.83		243.92%0
1522023-05-052023-05-111456446.381400854.50-55882.72（-3.84%）290.77
1679.93		240.09%0
1532023-04-252023-05-041456405.751456737.2540.34（0.00%）291.17
1749.50		245.67%0
1542023-04-182023-04-241499683.751456696.88-43286.58（-2.89%）299.72
1748.86		245.67%0
1552023-04-112023-04-171552556.751499983.50-52883.56（-3.41%）310.36
1801.21		250.00%0
1562023-04-032023-04-101457130.381552867.1395445.85（6.56%）290.86
1862.31		255.29%0
1572023-03-272023-03-311479331.381457421.25-22205.80（-1.50%）295.71
1750.07		245.74%0
1582023-03-202023-03-241315621.251479627.00163743.40（12.48%）262.39
1773.25		247.96%0
1592023-03-132023-03-171348541.751315883.63-32927.59（-2.44%）269.55
1580.00		231.59%0
1602023-03-062023-03-101356063.001348811.25-7522.08（-0.56%）270.26
1614.81		234.88%0
1612023-02-272023-03-031302464.381356333.2553608.69（4.12%）260.25
1628.08		235.63%0
1622023-02-202023-02-241276700.751302724.6325768.79（2.02%）255.16
1564.07		230.27%0
1632023-02-132023-02-171288189.251276955.88-11490.16（-0.89%）256.83
1529.33		227.70%0
1642023-02-062023-02-101187287.251288446.00100921.40（8.51%）237.26
1546.78		228.84%0
1652023-01-302023-02-031125444.381187524.6361855.49（5.50%）224.79
1424.94		218.75%0
1662023-01-162023-01-201071851.001125669.1353604.03（5.01%）214.19
1351.36		212.57%0
1672023-01-092023-01-131074132.251072065.13-2281.71（-0.21%）214.52
1286.18		27.21%0
1682022-12-302023-01-061032253.501074346.7541886.86（4.06%）206.37
1290.25		27.43%0
1692022-12-232022-12-291066737.501032459.88-34490.73（-3.24%）213.20
1239.53		23.25%0
1702022-12-162022-12-221121463.381066950.63-54736.74（-4.89%）224.08
1280.61		26.70%0
1712022-12-092022-12-151149940.501121687.38-28482.72（-2.48%）229.57
1345.13		212.17%0
1722022-12-022022-12-081132581.751150170.1317361.88（1.53%）226.48
1381.64		215.02%0
1732022-11-252022-12-011145241.751132808.25-12662.26（-1.11%）228.79
1359.47		213.28%0
1742022-11-182022-11-241151619.381145470.50-6378.48（-0.56%）229.74
1372.71		214.55%0
1752022-11-112022-11-171145019.751151849.006600.52（0.58%）228.81
1382.70		215.18%0
1762022-11-042022-11-101160339.381145248.50-15322.80（-1.32%）231.89
1374.90		214.52%0
1772022-10-282022-11-031171655.001160571.25-11317.91（-0.97%）234.22
1393.71		216.06%0
1782022-10-212022-10-271160066.131171889.1311591.23（1.00%）231.84
1406.94		217.19%0
1792022-10-142022-10-201103578.001160297.8856499.29（5.12%）220.56
1393.11		216.03%0
1802022-09-302022-10-13896429.251103798.63207190.39（23.15%）179.00
1324.44		210.38%0
1812022-09-232022-09-29943946.81896608.25-47527.07（-5.04%）188.51
1075.54		2-10.34%0
1822022-09-162022-09-22996132.94944135.31-52196.53（-5.25%）198.94
1132.63		2-5.59%0
1832022-09-082022-09-151026478.19996331.88-30351.51（-2.96%）205.17
1196.30		2-0.37%0
1842022-09-012022-09-07999800.191026683.3826683.37（2.67%）199.84
1232.78		22.67%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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