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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09月14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
12026-09-102026-09-11持仓中2776207.502836954.50(持仓中)60202.61（2.21%）544.44
0.00		2183.70%0
22026-09-032026-09-092786508.502776752.00-10313.55（-0.37%）556.90
3333.69		2177.68%0
32026-08-272026-09-022730621.502787065.5055898.19（2.05%）545.73
3346.13		2178.71%0
42026-08-202026-08-262763643.502731167.25-33023.91（-1.21%）547.72
3251.26		2173.12%0
52026-08-132026-08-192778898.502764191.25-15262.70（-0.55%）555.48
3319.23		2176.42%0
62026-08-062026-08-122762747.252779454.0016154.54（0.58%）552.34
3338.10		2177.95%0
72026-07-302026-08-052548749.252763299.50214040.54（8.40%）509.57
3318.87		2176.33%0
82026-07-232026-07-293128387.752549259.00-579744.52（-18.83%）615.70
3002.87		2154.93%0
92026-07-162026-07-223265414.003129003.50-137048.86（-4.29%）638.31
3670.56		2212.90%0
102026-07-022026-07-083534643.503266052.25-269289.31（-7.71%）698.14
3871.20		2226.61%0
112026-06-252026-07-013695533.503535341.50-160906.30（-4.51%）714.23
4098.06		2253.53%0
122026-06-172026-06-243560560.253696247.75134994.31（3.90%）693.09
4326.55		2269.62%0
132026-06-102026-06-163454605.753561253.50105962.42（3.09%）685.56
4246.42		2256.13%0
142026-06-032026-06-093596154.753455291.25-141562.66（-4.05%）699.41
4032.29		2245.53%0
152026-05-272026-06-023500328.753596854.0095826.69（2.74%）698.61
4312.65		2259.69%0
162026-05-202026-05-263398478.253501027.25101883.05（3.06%）665.84
4123.04		2250.10%0
172026-05-132026-05-193340284.753399144.2558205.81（1.78%）653.82
3998.34		2239.91%0
182026-05-062026-05-123126634.753340938.50213689.21（6.95%）614.69
3950.07		2234.09%0
192026-04-242026-04-303202133.253127249.25-75504.92（-2.43%）621.04
3640.73		2212.72%0
202026-04-172026-04-233058027.503202754.25144118.39（4.74%）608.19
3827.43		2220.28%0
212026-04-102026-04-162905776.253058635.75152291.65（5.36%）567.77
3594.38		2205.86%0
222026-04-022026-04-092772852.502906344.25132937.24（4.80%）554.48
3491.26		2190.63%0
232026-03-262026-04-012862376.502773407.00-89530.38（-3.19%）561.11
3263.84		2177.34%0
242026-03-192026-03-252819251.502862937.5043126.41（1.54%）559.58
3414.02		2186.29%0
252026-03-122026-03-182998480.752819811.00-179256.08（-6.11%）586.52
3308.69		2181.98%0
262026-03-052026-03-112942965.502999067.2555522.42（1.92%）579.30
3547.36		2199.91%0
272026-02-262026-03-042992126.252943544.75-49174.49（-1.66%）592.95
3503.63		2194.35%0
282026-02-112026-02-252945816.502992719.2546314.03（1.57%）588.92
3594.10		2199.27%0
292026-02-042026-02-102884430.752946405.2561397.93（2.13%）576.35
3536.73		2194.64%0
302026-01-282026-02-032766299.502885007.25118171.56（4.41%）536.28
3364.15		2188.50%0
312026-01-212026-01-272778039.752766835.75-11751.03（-0.43%）546.94
3272.13		2176.68%0
322026-01-142026-01-202758825.002778586.7519210.02（0.70%）551.60
3337.32		2177.86%0
332026-01-072026-01-132592609.002759376.75166250.64（6.43%）517.18
3307.18		2175.94%0
342025-12-292026-01-062610176.502593126.00-17561.74（-0.69%）511.36
3051.33		2159.31%0
352025-12-222025-12-262513007.252610687.7597181.79（3.90%）498.62
3112.65		2161.07%0
362025-12-152025-12-192584348.002513506.00-71358.49（-2.76%）516.55
3017.93		2151.35%0
372025-12-082025-12-122593116.502584864.50-8770.13（-0.34%）518.34
3103.85		2158.49%0
382025-12-012025-12-052589574.752593634.753542.33（0.14%）517.86
3115.75		2159.36%0
392025-11-242025-11-282381900.002590092.50207720.14（8.80%）472.34
3087.59		2159.01%0
402025-11-172025-11-212415845.252382372.25-33956.02（-1.41%）482.96
2861.05		2138.24%0
412025-11-102025-11-142468925.752416328.25-53088.14（-2.16%）490.69
2884.47		2141.63%0
422025-11-032025-11-072438297.002469416.5030632.30（1.26%）487.39
2965.22		2146.94%0
432025-10-272025-10-312511291.502438784.25-73009.28（-2.91%）502.12
2929.21		2143.88%0
442025-10-202025-10-242483239.752511793.5028057.08（1.13%）496.58
3017.34		2151.18%0
452025-10-132025-10-172420403.502483736.5062849.29（2.60%）483.72
2981.92		2148.37%0
462025-09-262025-10-102419689.252420887.25714.40（0.03%）483.52
2906.04		2142.09%0
472025-09-192025-09-252479023.752420172.75-59346.47（-2.40%）495.52
2905.98		2142.02%0
482025-09-122025-09-182493965.502479519.25-14944.81（-0.60%）498.36
2976.43		2147.95%0
492025-09-052025-09-111972390.252494464.00521680.67（26.55%）393.03
2988.26		2149.45%0
502025-08-292025-09-041946435.501972783.2525958.47（1.33%）389.28
2370.16		297.28%0
512025-08-222025-08-281985750.001946824.75-39322.07（-1.98%）396.86
2337.26		294.68%0
522025-08-152025-08-211894520.881986146.8891247.24（4.82%）378.71
2385.08		298.61%0
532025-08-082025-08-141882009.751894899.6312513.75（0.67%）376.17
2275.21		289.49%0
542025-08-012025-08-071826008.131882385.8856012.71（3.07%）365.00
2260.35		288.24%0
552025-07-252025-07-311791805.881826373.1334209.30（1.91%）357.94
2191.78		282.64%0
562025-07-182025-07-241794925.381792163.75-3120.33（-0.17%）358.74
2151.70		279.22%0
572025-07-112025-07-171824857.631795284.13-29938.56（-1.64%）364.91
2156.56		279.53%0
582025-07-042025-07-101789521.881825222.6335343.05（1.98%）357.78
2192.14		282.52%0
592025-06-272025-07-031780540.501789879.508983.05（0.50%）356.03
2149.96		278.99%0
602025-06-202025-06-261691953.131780896.3888605.76（5.25%）337.57
2134.73		278.09%0
612025-06-132025-06-191709723.251692290.63-17774.11（-1.04%）341.51
2030.55		269.23%0
622025-06-062025-06-121679043.501710064.7530685.49（1.83%）335.69
2053.82		271.01%0
632025-05-292025-06-051615622.131679379.2563434.88（3.94%）322.32
2012.82		267.94%0
642025-05-222025-05-281638861.881615944.38-23244.40（-1.42%）326.94
1936.45		261.59%0
652025-05-152025-05-211596064.381639188.7542805.22（2.68%）319.10
1968.71		263.92%0
662025-05-082025-05-141582960.131596383.5013106.80（0.83%）316.54
1917.67		259.64%0
672025-04-282025-05-071503886.251583276.6379089.78（5.26%）300.67
1901.55		258.33%0
682025-04-212025-04-251468199.131504186.8835694.08（2.43%）293.51
1806.40		250.42%0
692025-04-142025-04-181539040.001468492.75-70855.00（-4.60%）307.78
1764.15		246.85%0
702025-04-072025-04-111604842.001539347.75-65815.21（-4.10%）320.95
1849.32		253.93%0
712025-03-282025-04-031651743.501605163.00-46910.84（-2.84%）330.33
1928.40		260.52%0
722025-03-212025-03-271692918.631652073.88-41182.00（-2.44%）337.24
1976.78		265.21%0
732025-03-142025-03-201687845.251693255.885073.25（0.30%）337.42
2033.45		269.33%0
742025-03-072025-03-131704135.251688182.63-16293.42（-0.96%）340.74
2027.75		268.82%0
752025-02-282025-03-061669640.381704476.0034501.97（2.07%）333.68
2046.31		270.45%0
762025-02-212025-02-271593175.001669974.0076480.72（4.80%）318.39
2004.92		267.00%0
772025-02-142025-02-201576504.881593493.3816673.40（1.06%）315.14
1913.50		259.35%0
782025-02-072025-02-131536738.381576820.0039774.43（2.59%）307.18
1893.42		257.68%0
792025-01-232025-02-061515032.501537045.6321710.23（1.43%）302.88
1845.91		253.70%0
802025-01-162025-01-221508529.251515335.386504.59（0.43%）301.59
1819.88		251.53%0
812025-01-092025-01-151501080.631508830.757451.13（0.50%）298.95
1805.14		250.88%0
822025-01-022025-01-081603597.381501379.63-102538.10（-6.40%）320.37
1801.70		250.14%0
832024-12-252024-12-311584541.001603917.7519060.14（1.20%）316.62
1925.30		260.39%0
842024-12-182024-12-241567109.131584857.6317435.51（1.11%）312.98
1901.47		258.49%0
852024-12-112024-12-171586358.631567422.13-19253.51（-1.21%）316.99
1881.45		256.74%0
862024-12-042024-12-101590072.001586675.63-3713.52（-0.23%）317.18
1901.30		258.67%0
872024-11-272024-12-031483021.131590389.13107071.46（7.22%）296.49
1910.05		259.04%0
882024-11-132024-11-191606625.751483317.63-123628.43（-7.72%）320.37
1776.37		248.33%0
892024-11-062024-11-121585945.631606946.1320684.37（1.31%）316.11
1924.15		260.69%0
902024-10-302024-11-051562176.131586261.7523773.48（1.52%）312.20
1904.38		258.63%0
912024-10-232024-10-291448352.501562488.25113846.50（7.87%）289.32
1875.14		256.25%0
922024-10-162024-10-221375516.881448641.7572850.03（5.30%）274.88
1739.10		244.86%0
932024-10-092024-10-151507865.001375791.75-132374.69（-8.78%）301.46
1652.23		237.58%0
942024-09-252024-10-081234138.251508166.50273781.45（22.19%）246.80
1811.80		250.82%0
952024-09-182024-09-241183691.001234385.0050457.53（4.27%）236.55
1481.91		223.44%0
962024-09-092024-09-131185386.381183927.50-1695.70（-0.14%）236.96
1421.74		218.39%0
972024-09-022024-09-061205867.251185623.25-20484.99（-1.70%）240.94
1423.06		218.56%0
982024-08-262024-08-301211285.001206108.25-5418.78（-0.45%）242.03
1447.73		220.61%0
992024-08-192024-08-231246022.631211527.13-34744.45（-2.79%）249.02
1454.47		221.15%0
1002024-08-122024-08-161245143.751246271.63879.25（0.07%）248.65
1495.07		224.63%0
1012024-08-052024-08-091247311.381245392.38-2168.18（-0.17%）249.24
1494.96		224.54%0
1022024-07-292024-08-021205822.881247560.6341496.66（3.44%）241.06
1498.27		224.76%0
1032024-07-222024-07-261235855.251206064.00-30038.12（-2.43%）246.88
1447.25		220.61%0
1042024-07-152024-07-191301928.131236102.13-66086.18（-5.08%）260.21
1484.03		223.61%0
1052024-07-082024-07-121270678.881302188.3831255.57（2.46%）253.90
1563.11		230.22%0
1062024-07-012024-07-051341008.381270932.75-70343.70（-5.25%）267.99
1525.70		227.09%0
1072024-06-242024-06-281376654.881341276.38-35653.62（-2.59%）275.16
1610.41		234.13%0
1082024-06-172024-06-211364410.001376930.0012247.57（0.90%）272.49
1651.95		237.69%0
1092024-06-072024-06-141365943.501364682.50-1532.00（-0.11%）270.94
1626.07		236.47%0
1102024-05-312024-06-061301387.631366214.5064567.09（4.97%）259.73
1638.12		236.62%0
1112024-05-242024-05-301346462.001301647.38-45083.75（-3.35%）269.09
1562.65		230.16%0
1122024-05-172024-05-231343337.381346731.133125.23（0.23%）268.54
1617.25		234.67%0
1132024-05-102024-05-161380138.751343605.88-36808.79（-2.67%）275.96
1613.84		234.36%0
1142024-04-302024-05-091387987.501380414.63-7850.39（-0.57%）277.50
1657.89		238.04%0
1152024-04-232024-04-291277206.631388265.00110802.90（8.68%）255.40
1667.69		238.83%0
1162024-04-162024-04-221351974.131277462.13-74781.81（-5.55%）269.69
1530.56		227.75%0
1172024-04-092024-04-151389424.631352243.88-37458.43（-2.70%）277.73
1623.68		235.22%0
1182024-03-222024-03-281528692.001389702.38-139295.26（-9.11%）305.72
1669.52		238.97%0
1192024-03-152024-03-211454463.381528997.6374243.40（5.11%）290.86
1836.80		252.90%0
1202024-03-082024-03-141400816.131454754.2553658.07（3.83%）280.02
1746.92		245.48%0
1212024-03-012024-03-071418231.001401096.13-17418.50（-1.23%）283.58
1682.93		240.11%0
1222024-02-232024-02-291415654.381418514.632577.26（0.18%）283.04
1703.73		241.85%0
1232024-02-082024-02-221230262.251415937.38185430.68（15.18%）244.35
1690.94		241.59%0
1242024-01-252024-01-311355402.881230506.63-125166.54（-9.26%）270.21
1473.14		223.05%0
1252024-01-182024-01-241559250.381355673.13-203889.01（-13.08%）311.76
1628.23		235.57%0
1262024-01-112024-01-171548250.001559562.1311002.70（0.71%）309.49
1872.77		255.96%0
1272024-01-042024-01-101635218.131548559.50-86985.42（-5.32%）326.74
1858.69		254.86%0
1282023-12-272024-01-031242247.881635545.00393048.85（31.67%）248.23
1963.72		163.55%0
1292023-12-202023-12-261272739.501242496.13-30497.67（-2.40%）254.31
1491.38		224.25%0
1302023-12-132023-12-191316568.881272993.88-43838.16（-3.33%）263.09
1528.08		227.30%0
1312023-12-062023-12-121332323.131316832.00-15757.33（-1.18%）266.29
1581.07		231.68%0
1322023-11-292023-12-051344950.131332589.38-12629.66（-0.94%）268.94
1600.74		233.26%0
1332023-11-222023-11-281362836.001345219.00-17889.39（-1.31%）272.38
1615.05		234.52%0
1342023-11-152023-11-211351187.381363108.3811650.88（0.86%）270.13
1637.03		236.31%0
1352023-11-082023-11-141360584.881351457.50-9399.29（-0.69%）271.90
1622.41		235.15%0
1362023-11-012023-11-071337189.501360856.7523399.89（1.75%）267.39
1634.68		236.09%0
1372023-10-252023-10-311436853.381337456.88-99683.41（-6.95%）286.83
1603.64		233.75%0
1382023-10-182023-10-241529558.631437140.25-92724.31（-6.06%）305.87
1726.41		243.71%0
1392023-10-112023-10-171540836.751529864.63-11280.06（-0.73%）308.01
1837.09		252.99%0
1402023-09-262023-10-101533462.131541144.757376.11（0.48%）306.63
1851.21		254.11%0
1412023-09-192023-09-251541977.001533768.63-8516.73（-0.55%）308.35
1842.45		253.38%0
1422023-09-122023-09-181563114.501542285.38-21141.55（-1.35%）312.47
1852.07		254.23%0
1432023-09-052023-09-111510686.751563427.0052438.46（3.48%）301.72
1875.87		256.34%0
1442023-08-222023-08-281530867.381510988.50-20184.66（-1.32%）305.76
1812.88		251.10%0
1452023-08-152023-08-211535636.001531173.13-4769.43（-0.31%）306.52
1835.98		253.12%0
1462023-08-082023-08-141632495.501535942.50-96879.48（-5.94%）326.44
1844.97		253.59%0
1472023-08-012023-08-071599428.881632822.0033073.46（2.07%）319.60
1960.03		263.28%0
1482023-07-252023-07-311562652.251599748.5036783.79（2.35%）312.48
1921.69		159.97%0
1492023-07-182023-07-241661055.751562964.75-98422.74（-5.93%）331.73
1874.93		256.30%0
1502023-07-112023-07-171593241.751661387.5067827.34（4.26%）318.50
1995.17		266.14%0
1512023-07-042023-07-101597345.501593560.25-4104.35（-0.26%）319.23
1913.14		259.36%0
1522023-06-272023-07-031533838.881597664.6363519.30（4.14%）306.54
1918.15		259.77%0
1532023-06-162023-06-261578053.001534145.38-44222.83（-2.81%）315.18
1840.62		253.41%0
1542023-06-092023-06-151410137.631578368.25167949.03（11.92%）281.69
1894.27		257.84%0
1552023-06-022023-06-081444413.131410419.25-34281.92（-2.38%）288.10
1689.85		241.04%0
1562023-05-262023-06-011400723.881444701.1343697.35（3.12%）279.83
1733.81		244.47%0
1572023-05-192023-05-251441724.001401003.75-41008.09（-2.85%）287.85
1680.23		240.10%0
1582023-05-122023-05-181403276.751442011.8838454.63（2.74%）280.55
1731.88		244.20%0
1592023-05-052023-05-111459163.381403557.25-55897.35（-3.84%）291.15
1682.18		240.36%0
1602023-04-252023-05-041459123.131459454.6339.93（0.00%）291.65
1752.41		245.95%0
1612023-04-182023-04-241502503.381459414.75-43389.02（-2.89%）300.37
1752.65		245.94%0
1622023-04-112023-04-171555494.881502803.75-53002.09（-3.41%）311.02
1805.08		250.28%0
1632023-04-032023-04-101459673.881555805.8895840.39（6.57%）291.72
1867.91		255.58%0
1642023-03-272023-03-311481928.251459965.50-22259.12（-1.50%）296.34
1753.76		246.00%0
1652023-03-202023-03-241317968.251482224.63163993.75（12.48%）262.72
1775.57		248.22%0
1662023-03-132023-03-171350889.001318230.88-32927.59（-2.44%）269.55
1580.00		231.82%0
1672023-03-062023-03-101358524.881351158.50-7638.03（-0.56%）271.56
1622.46		235.12%0
1682023-02-272023-03-031304796.751358796.5053738.81（4.12%）260.92
1632.28		235.88%0
1692023-02-202023-02-241278971.251305057.6325830.61（2.02%）255.75
1567.67		230.51%0
1702023-02-132023-02-171290484.501279227.00-11514.66（-0.90%）257.19
1531.48		227.92%0
1712023-02-062023-02-101189525.631290741.63100978.42（8.50%）237.53
1548.49		229.07%0
1722023-01-302023-02-031127599.001189763.2561939.22（5.51%）224.96
1426.04		218.98%0
1732023-01-162023-01-201073924.501127824.0053685.01（5.01%）214.50
1353.28		212.78%0
1742023-01-092023-01-131076214.751074139.00-2290.70（-0.21%）215.09
1289.60		27.41%0
1752022-12-302023-01-061034336.441076429.7541886.86（4.06%）206.37
1290.25		27.64%0
1762022-12-232022-12-291068826.131034542.81-34496.81（-3.23%）213.49
1241.31		23.45%0
1772022-12-162022-12-221123662.881069039.63-54847.81（-4.89%）224.54
1283.23		26.90%0
1782022-12-092022-12-151152218.001123887.38-28560.82（-2.48%）230.17
1348.63		212.39%0
1792022-12-022022-12-081134841.251152448.2517380.27（1.53%）226.71
1383.02		215.24%0
1802022-11-252022-12-011147534.001135068.00-12695.42（-1.11%）229.39
1363.03		213.51%0
1812022-11-182022-11-241153927.881147763.38-6394.76（-0.56%）230.35
1376.37		214.78%0
1822022-11-112022-11-171147326.751154158.136602.22（0.58%）229.13
1384.67		215.42%0
1832022-11-042022-11-101162652.381147555.88-15328.65（-1.32%）232.16
1376.49		214.76%0
1842022-10-282022-11-031173993.501162884.50-11343.60（-0.97%）234.75
1396.87		216.29%0
1852022-10-212022-10-271162378.001174228.1311617.82（1.00%）232.33
1409.87		217.42%0
1862022-10-142022-10-201105788.501162610.3856600.88（5.12%）221.03
1396.06		216.26%0
1872022-09-302022-10-13896429.191106009.50209401.26（23.39%）179.06
1327.46		210.60%0
1882022-09-232022-09-29943946.81896608.25-47527.07（-5.04%）188.51
1075.54		2-10.34%0
1892022-09-162022-09-22996132.94944135.31-52196.53（-5.25%）198.94
1132.63		2-5.59%0
1902022-09-082022-09-151026478.19996331.88-30351.51（-2.96%）205.17
1196.30		2-0.37%0
1912022-09-012022-09-07999800.191026683.3826683.37（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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