CPO光电共封主力仓 | 策略简介:所谓CPO(Co-packagedoptics,光电共封装技术)是将硅光电组件与电子晶片封装相结合,通过设备(交换机等)和光模块等耦合在背板PCB上,通过液冷板降温,降低功耗。在此前的OCP峰会上,英伟达提出AI所需的网络连接带宽将增加32倍,继续使用光模块会带来翻倍的成本和20-25%的额外功耗。CPO有望将现有可插拔光模块架构的功耗降低50%,在AI和HPC场景下的竞争优势更加明显。资本市场目前主力资金逐渐集结,注入与AI性能密切相关的CPO硬件技术个股。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: | 2025年06月20日继续持仓 您当前没有订阅该策略跟踪,没有权限查看最新持仓状态。 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 点击订阅仓位跟踪 |
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 |
1 | 2025-06-17 | 2025-06-19持仓中 | 1284833.50 | 1303339.50(持仓中) | 18249.26(1.42%) | 256.71 0.00 | 2 | 30.33% | 0 |
2 | 2025-06-10 | 2025-06-16 | 1316564.75 | 1285090.13 | -31737.85(-2.41%) | 263.25 1543.57 | 2 | 28.51% | 0 |
3 | 2025-06-03 | 2025-06-09 | 1313360.25 | 1316828.00 | 3205.35(0.24%) | 262.37 1580.29 | 2 | 31.68% | 0 |
4 | 2025-05-26 | 2025-05-30 | 1288050.75 | 1313622.63 | 25314.40(1.97%) | 257.57 1578.03 | 2 | 31.36% | 0 |
5 | 2025-05-19 | 2025-05-23 | 1298996.25 | 1288308.25 | -10947.29(-0.84%) | 259.33 1545.02 | 2 | 28.83% | 0 |
6 | 2025-05-12 | 2025-05-16 | 1282722.00 | 1299255.50 | 16277.13(1.27%) | 256.46 1560.44 | 2 | 29.93% | 0 |
7 | 2025-04-30 | 2025-05-09 | 1269538.13 | 1282978.38 | 13186.74(1.04%) | 253.46 1538.74 | 2 | 28.30% | 0 |
8 | 2025-04-23 | 2025-04-29 | 1335419.13 | 1269791.63 | -65894.26(-4.94%) | 266.89 1524.41 | 2 | 26.98% | 0 |
9 | 2025-04-16 | 2025-04-22 | 1300445.75 | 1335686.00 | 34980.37(2.69%) | 259.92 1603.73 | 2 | 33.57% | 0 |
10 | 2025-04-09 | 2025-04-15 | 1231011.75 | 1300705.63 | 69447.81(5.64%) | 246.08 1562.02 | 2 | 30.07% | 0 |
11 | 2025-04-01 | 2025-04-08 | 1307382.00 | 1231257.88 | -76385.38(-5.85%) | 261.27 1478.07 | 2 | 23.13% | 0 |
12 | 2025-03-25 | 2025-03-31 | 1308275.25 | 1307643.25 | -893.43(-0.07%) | 261.48 1569.99 | 2 | 30.76% | 0 |
13 | 2025-03-18 | 2025-03-24 | 1323911.38 | 1308536.75 | -15639.10(-1.18%) | 264.54 1570.65 | 2 | 30.85% | 0 |
14 | 2025-03-11 | 2025-03-17 | 1229725.63 | 1324175.88 | 94204.54(7.67%) | 245.74 1589.69 | 2 | 32.42% | 0 |
15 | 2025-03-04 | 2025-03-10 | 1225196.50 | 1229971.38 | 4530.19(0.37%) | 244.63 1475.28 | 2 | 23.00% | 0 |
16 | 2025-02-25 | 2025-03-03 | 1222572.13 | 1225441.13 | 2624.85(0.21%) | 244.28 1470.90 | 2 | 22.54% | 0 |
17 | 2025-02-18 | 2025-02-24 | 1241462.25 | 1222816.38 | -18894.13(-1.52%) | 248.25 1468.92 | 2 | 22.28% | 0 |
18 | 2025-02-11 | 2025-02-17 | 1226253.63 | 1241710.50 | 15212.61(1.25%) | 244.30 1486.11 | 2 | 24.17% | 0 |
19 | 2025-01-27 | 2025-02-10 | 1234822.00 | 1226497.88 | -8570.64(-0.70%) | 246.54 1471.04 | 2 | 22.65% | 0 |
20 | 2025-01-20 | 2025-01-24 | 1231924.13 | 1235068.50 | 2898.05(0.24%) | 246.21 1482.79 | 2 | 23.51% | 0 |
21 | 2025-01-13 | 2025-01-17 | 1111151.88 | 1232170.38 | 120796.76(10.89%) | 221.75 1477.50 | 2 | 23.22% | 0 |
22 | 2025-01-06 | 2025-01-10 | 1087895.75 | 1111373.63 | 23260.86(2.14%) | 217.06 1332.11 | 2 | 11.14% | 0 |
23 | 2024-12-27 | 2025-01-03 | 1148338.13 | 1088112.75 | -60454.85(-5.27%) | 229.50 1306.32 | 2 | 8.81% | 0 |
24 | 2024-12-20 | 2024-12-26 | 1172868.00 | 1148567.63 | -24534.45(-2.10%) | 234.13 1377.24 | 2 | 14.86% | 0 |
25 | 2024-12-13 | 2024-12-19 | 1130048.88 | 1173102.13 | 42827.58(3.80%) | 225.58 1406.81 | 2 | 17.31% | 0 |
26 | 2024-12-06 | 2024-12-12 | 1094771.63 | 1130274.50 | 35283.99(3.22%) | 218.83 1357.20 | 2 | 13.03% | 0 |
27 | 2024-11-29 | 2024-12-05 | 1091268.00 | 1094990.50 | 3504.33(0.32%) | 218.10 1314.62 | 2 | 9.50% | 0 |
28 | 2024-11-22 | 2024-11-28 | 1113510.63 | 1091486.13 | -22247.10(-2.00%) | 222.56 1310.53 | 2 | 9.15% | 0 |
29 | 2024-11-15 | 2024-11-21 | 1089618.75 | 1113733.25 | 23896.81(2.19%) | 217.81 1337.37 | 2 | 11.37% | 0 |
30 | 2024-11-08 | 2024-11-14 | 1115157.38 | 1089836.50 | -25543.61(-2.29%) | 222.78 1307.85 | 2 | 8.98% | 0 |
31 | 2024-11-01 | 2024-11-07 | 1098536.75 | 1115380.13 | 16624.01(1.52%) | 219.45 1338.53 | 2 | 11.54% | 0 |
32 | 2024-10-25 | 2024-10-31 | 1101656.63 | 1098756.13 | -3120.68(-0.28%) | 220.23 1319.47 | 2 | 9.88% | 0 |
33 | 2024-10-18 | 2024-10-24 | 1082308.50 | 1101876.75 | 19352.28(1.79%) | 215.95 1320.76 | 2 | 10.19% | 0 |
34 | 2024-10-11 | 2024-10-17 | 1122200.38 | 1082524.50 | -39900.33(-3.56%) | 224.34 1300.01 | 2 | 8.25% | 0 |
35 | 2024-09-27 | 2024-10-10 | 943451.81 | 1122424.75 | 178784.53(18.98%) | 188.43 1346.96 | 2 | 12.24% | 0 |
36 | 2024-09-20 | 2024-09-26 | 910298.38 | 943640.19 | 33160.01(3.65%) | 181.80 1132.20 | 2 | -5.64% | 0 |
37 | 2024-09-11 | 2024-09-19 | 936093.31 | 910480.19 | -25800.19(-2.76%) | 187.09 1093.11 | 2 | -8.95% | 0 |
38 | 2024-09-04 | 2024-09-10 | 950027.50 | 936280.38 | -13936.98(-1.47%) | 189.88 1124.13 | 2 | -6.37% | 0 |
39 | 2024-08-28 | 2024-09-03 | 932735.44 | 950217.31 | 17295.55(1.86%) | 186.30 1140.14 | 2 | -4.98% | 0 |
40 | 2024-08-21 | 2024-08-27 | 951407.13 | 932921.75 | -18675.41(-1.97%) | 190.04 1119.37 | 2 | -6.71% | 0 |
41 | 2024-08-14 | 2024-08-20 | 981912.44 | 951597.19 | -30511.45(-3.11%) | 196.21 1142.26 | 2 | -4.84% | 0 |
42 | 2024-08-07 | 2024-08-13 | 984727.69 | 982108.63 | -2815.39(-0.29%) | 196.30 1176.09 | 2 | -1.79% | 0 |
43 | 2024-07-31 | 2024-08-06 | 963186.44 | 984924.00 | 21545.22(2.24%) | 192.32 1181.42 | 2 | -1.51% | 0 |
44 | 2024-07-24 | 2024-07-30 | 969887.56 | 963378.75 | -6702.76(-0.69%) | 193.89 1156.90 | 2 | -3.66% | 0 |
45 | 2024-07-17 | 2024-07-23 | 966355.06 | 970081.50 | 3533.46(0.37%) | 192.95 1163.59 | 2 | -2.99% | 0 |
46 | 2024-07-10 | 2024-07-16 | 964448.13 | 966548.06 | 1907.13(0.20%) | 192.85 1161.03 | 2 | -3.35% | 0 |
47 | 2024-07-03 | 2024-07-09 | 979974.00 | 964640.94 | -15528.96(-1.59%) | 195.86 1158.14 | 2 | -3.54% | 0 |
48 | 2024-06-26 | 2024-07-02 | 983858.50 | 980169.88 | -3884.98(-0.40%) | 196.35 1175.07 | 2 | -1.98% | 0 |
49 | 2024-06-19 | 2024-06-25 | 1071730.88 | 984054.88 | -87889.99(-8.21%) | 214.03 1180.38 | 2 | -1.59% | 0 |
50 | 2024-06-12 | 2024-06-18 | 1074949.00 | 1071944.88 | -3218.66(-0.30%) | 214.68 1286.02 | 2 | 7.19% | 0 |
51 | 2024-06-04 | 2024-06-11 | 1094518.50 | 1075163.63 | -19572.37(-1.80%) | 217.43 1282.92 | 2 | 7.52% | 0 |
52 | 2024-05-28 | 2024-06-03 | 1105799.13 | 1094736.00 | -11284.02(-1.02%) | 220.82 1313.23 | 2 | 9.47% | 0 |
53 | 2024-05-21 | 2024-05-27 | 1177576.50 | 1106020.00 | -71791.82(-6.10%) | 235.29 1327.49 | 2 | 10.60% | 0 |
54 | 2024-05-14 | 2024-05-20 | 1177823.88 | 1177811.75 | -247.00(-0.02%) | 234.90 1411.10 | 2 | 17.78% | 0 |
55 | 2024-05-07 | 2024-05-13 | 1118641.38 | 1178058.75 | 59194.21(5.31%) | 223.12 1411.69 | 2 | 17.81% | 0 |
56 | 2024-04-25 | 2024-05-06 | 1067277.63 | 1118864.50 | 51373.39(4.81%) | 213.44 1344.14 | 2 | 11.89% | 0 |
57 | 2024-04-18 | 2024-04-24 | 1080326.38 | 1067491.13 | -13050.79(-1.21%) | 215.52 1279.27 | 2 | 6.75% | 0 |
58 | 2024-04-11 | 2024-04-17 | 1133449.50 | 1080541.88 | -53134.21(-4.69%) | 226.59 1297.59 | 2 | 8.05% | 0 |
59 | 2024-04-02 | 2024-04-10 | 1180730.13 | 1133676.13 | -47289.80(-4.01%) | 235.80 1360.00 | 2 | 13.37% | 0 |
60 | 2024-03-26 | 2024-04-01 | 1167176.25 | 1180965.88 | 13556.21(1.16%) | 233.36 1418.42 | 2 | 18.10% | 0 |
61 | 2024-03-19 | 2024-03-25 | 1189631.25 | 1167409.63 | -22459.35(-1.89%) | 237.75 1401.52 | 2 | 16.74% | 0 |
62 | 2024-03-12 | 2024-03-18 | 1137685.25 | 1189869.00 | 51956.73(4.58%) | 226.99 1426.29 | 2 | 18.99% | 0 |
63 | 2024-03-05 | 2024-03-11 | 1166112.50 | 1137912.25 | -28433.26(-2.44%) | 233.06 1366.19 | 2 | 13.79% | 0 |
64 | 2024-02-27 | 2024-03-04 | 1142998.50 | 1166345.50 | 23118.61(2.02%) | 228.43 1400.26 | 2 | 16.63% | 0 |
65 | 2024-02-20 | 2024-02-26 | 1131273.38 | 1143226.88 | 11727.81(1.04%) | 225.75 1370.50 | 2 | 14.32% | 0 |
66 | 2024-02-05 | 2024-02-19 | 960424.63 | 1131499.13 | 170883.24(17.87%) | 191.26 1354.50 | 2 | 13.15% | 0 |
67 | 2024-01-29 | 2024-02-02 | 1063827.38 | 960615.88 | -103424.07(-9.73%) | 212.56 1152.91 | 2 | -3.94% | 0 |
68 | 2024-01-22 | 2024-01-26 | 1071754.25 | 1064040.00 | -7928.35(-0.74%) | 214.17 1277.27 | 2 | 6.40% | 0 |
69 | 2024-01-15 | 2024-01-19 | 1097969.13 | 1071968.38 | -26220.13(-2.39%) | 219.41 1286.79 | 2 | 7.20% | 0 |
70 | 2024-01-08 | 2024-01-12 | 1106181.13 | 1098188.50 | -8213.36(-0.74%) | 220.77 1316.61 | 2 | 9.82% | 0 |
71 | 2023-12-29 | 2024-01-05 | 1082611.13 | 1106401.88 | 23574.41(2.18%) | 216.35 1328.22 | 2 | 10.64% | 0 |
72 | 2023-12-22 | 2023-12-28 | 1105326.88 | 1082827.50 | -22720.12(-2.06%) | 220.80 1299.34 | 2 | 8.28% | 0 |
73 | 2023-12-15 | 2023-12-21 | 1141016.50 | 1105547.63 | -35696.36(-3.14%) | 227.47 1323.84 | 2 | 10.55% | 0 |
74 | 2023-12-08 | 2023-12-14 | 1169385.63 | 1141244.00 | -28375.23(-2.43%) | 233.62 1369.61 | 2 | 14.12% | 0 |
75 | 2023-12-01 | 2023-12-07 | 1187245.38 | 1169619.25 | -17863.33(-1.51%) | 237.26 1404.10 | 2 | 16.96% | 0 |
76 | 2023-11-24 | 2023-11-30 | 1208257.00 | 1187482.63 | -21015.87(-1.74%) | 241.57 1426.22 | 2 | 18.75% | 0 |
77 | 2023-11-17 | 2023-11-23 | 1219033.63 | 1208498.50 | -10778.72(-0.88%) | 243.66 1451.03 | 2 | 20.85% | 0 |
78 | 2023-11-10 | 2023-11-16 | 1148544.13 | 1219277.25 | 70503.80(6.15%) | 229.36 1462.81 | 2 | 21.93% | 0 |
79 | 2023-11-03 | 2023-11-09 | 1144180.25 | 1148773.50 | 4364.57(0.38%) | 228.75 1379.68 | 2 | 14.88% | 0 |
80 | 2023-10-27 | 2023-11-02 | 1106298.25 | 1144409.00 | 37889.80(3.43%) | 220.84 1372.39 | 2 | 14.44% | 0 |
81 | 2023-10-20 | 2023-10-26 | 1095269.00 | 1106519.13 | 11031.23(1.01%) | 218.87 1328.33 | 2 | 10.65% | 0 |
82 | 2023-10-13 | 2023-10-19 | 1157542.63 | 1095487.88 | -62285.34(-5.40%) | 230.60 1310.71 | 2 | 9.55% | 0 |
83 | 2023-09-28 | 2023-10-12 | 1168109.25 | 1157773.25 | -10569.51(-0.91%) | 233.40 1389.65 | 2 | 15.78% | 0 |
84 | 2023-09-21 | 2023-09-27 | 1176605.75 | 1168342.75 | -8498.15(-0.72%) | 235.19 1402.92 | 2 | 16.83% | 0 |
85 | 2023-09-14 | 2023-09-20 | 1173351.88 | 1176840.88 | 3254.52(0.28%) | 234.51 1412.94 | 2 | 17.68% | 0 |
86 | 2023-09-07 | 2023-09-13 | 1178188.13 | 1173586.38 | -4837.16(-0.41%) | 235.42 1408.67 | 2 | 17.36% | 0 |
87 | 2023-08-31 | 2023-09-06 | 1155994.88 | 1178423.50 | 22197.91(1.92%) | 230.78 1413.32 | 2 | 17.84% | 0 |
88 | 2023-08-24 | 2023-08-30 | 1124433.25 | 1156225.63 | 31567.80(2.81%) | 224.62 1387.53 | 2 | 15.62% | 0 |
89 | 2023-08-17 | 2023-08-23 | 1086593.75 | 1124657.88 | 37847.01(3.49%) | 217.09 1349.86 | 2 | 12.47% | 0 |
90 | 2023-08-10 | 2023-08-16 | 1108023.50 | 1086810.88 | -21433.69(-1.94%) | 221.08 1302.61 | 2 | 8.68% | 0 |
91 | 2023-08-03 | 2023-08-09 | 1129792.13 | 1108244.50 | -21773.11(-1.93%) | 225.48 1328.60 | 2 | 10.82% | 0 |
92 | 2023-07-27 | 2023-08-02 | 1056575.63 | 1130017.63 | 73231.27(6.95%) | 210.72 1354.05 | 2 | 13.00% | 0 |
93 | 2023-07-20 | 2023-07-26 | 1033737.13 | 1056786.38 | 22842.62(2.21%) | 206.60 1268.79 | 2 | 5.68% | 0 |
94 | 2023-07-13 | 2023-07-19 | 1019899.19 | 1033943.69 | 13840.65(1.36%) | 203.86 1241.48 | 2 | 3.39% | 0 |
95 | 2023-07-06 | 2023-07-12 | 997373.00 | 1020103.06 | 22530.72(2.26%) | 199.36 1224.91 | 2 | 2.01% | 0 |
96 | 2023-06-29 | 2023-07-05 | 954571.19 | 997572.38 | 42810.43(4.49%) | 190.79 1197.79 | 2 | -0.24% | 0 |
97 | 2023-06-20 | 2023-06-28 | 976617.38 | 954761.94 | -22050.41(-2.26%) | 195.04 1145.37 | 2 | -4.52% | 0 |
98 | 2023-06-13 | 2023-06-19 | 975832.44 | 976812.38 | 784.87(0.08%) | 195.08 1173.04 | 2 | -2.32% | 0 |
99 | 2023-06-06 | 2023-06-12 | 1006378.81 | 976027.50 | -30552.18(-3.04%) | 200.89 1170.31 | 2 | -2.40% | 0 |
100 | 2023-05-30 | 2023-06-05 | 997537.88 | 1006579.69 | 8842.51(0.89%) | 199.31 1208.17 | 2 | 0.66% | 0 |
101 | 2023-05-23 | 2023-05-29 | 1032081.19 | 997737.19 | -34550.32(-3.35%) | 206.30 1198.02 | 2 | -0.23% | 0 |
102 | 2023-05-16 | 2023-05-22 | 1040783.13 | 1032287.50 | -8703.63(-0.84%) | 208.05 1239.57 | 2 | 3.23% | 0 |
103 | 2023-05-09 | 2023-05-15 | 1070173.88 | 1040991.13 | -29396.45(-2.75%) | 213.71 1248.72 | 2 | 4.10% | 0 |
104 | 2023-04-27 | 2023-05-08 | 1074392.75 | 1070387.63 | -4219.89(-0.39%) | 214.74 1285.15 | 2 | 7.04% | 0 |
105 | 2023-04-20 | 2023-04-26 | 1120726.88 | 1074607.50 | -46343.35(-4.14%) | 224.02 1290.34 | 2 | 7.46% | 0 |
106 | 2023-04-13 | 2023-04-19 | 1119058.50 | 1120950.88 | 1668.96(0.15%) | 223.31 1343.74 | 2 | 12.10% | 0 |
107 | 2023-04-06 | 2023-04-12 | 1142581.50 | 1119281.88 | -23526.80(-2.07%) | 227.16 1336.62 | 2 | 11.93% | 0 |
108 | 2023-03-29 | 2023-04-04 | 1104621.75 | 1142808.63 | 37966.25(3.44%) | 220.62 1371.17 | 2 | 14.28% | 0 |
109 | 2023-03-22 | 2023-03-28 | 1093014.88 | 1104842.38 | 11609.31(1.06%) | 218.28 1325.45 | 2 | 10.48% | 0 |
110 | 2023-03-15 | 2023-03-21 | 1115667.50 | 1093233.13 | -22657.34(-2.03%) | 223.07 1313.10 | 2 | 9.32% | 0 |
111 | 2023-03-08 | 2023-03-14 | 1145234.00 | 1115890.50 | -29572.07(-2.59%) | 228.53 1337.56 | 2 | 11.59% | 0 |
112 | 2023-03-01 | 2023-03-07 | 1161549.75 | 1145462.63 | -16319.15(-1.41%) | 232.00 1374.34 | 2 | 14.55% | 0 |
113 | 2023-02-22 | 2023-02-28 | 1188367.75 | 1161781.75 | -26822.63(-2.27%) | 236.55 1389.06 | 2 | 16.18% | 0 |
114 | 2023-02-15 | 2023-02-21 | 1199292.13 | 1188604.38 | -10927.13(-0.91%) | 239.31 1424.77 | 2 | 18.86% | 0 |
115 | 2023-02-08 | 2023-02-14 | 1211343.25 | 1199531.50 | -12054.02(-1.00%) | 242.24 1440.99 | 2 | 19.95% | 0 |
116 | 2023-02-01 | 2023-02-07 | 1209355.38 | 1211585.50 | 1988.42(0.16%) | 241.73 1454.81 | 2 | 21.16% | 0 |
117 | 2023-01-18 | 2023-01-31 | 1178569.38 | 1209597.13 | 30792.30(2.61%) | 235.53 1452.14 | 2 | 20.96% | 0 |
118 | 2023-01-11 | 2023-01-17 | 1123984.00 | 1178804.88 | 54596.45(4.86%) | 224.49 1414.44 | 2 | 17.88% | 0 |
119 | 2023-01-04 | 2023-01-10 | 1096774.13 | 1124208.50 | 27215.19(2.48%) | 219.19 1349.66 | 2 | 12.42% | 0 |
120 | 2022-12-27 | 2023-01-03 | 1116103.88 | 1096993.38 | -19333.07(-1.74%) | 222.63 1314.44 | 2 | 9.70% | 0 |
121 | 2022-12-20 | 2022-12-26 | 1127534.75 | 1116326.50 | -11432.32(-1.02%) | 224.16 1333.14 | 2 | 11.63% | 0 |
122 | 2022-12-13 | 2022-12-19 | 1138007.13 | 1127758.88 | -10475.15(-0.92%) | 226.89 1350.64 | 2 | 12.78% | 0 |
123 | 2022-12-06 | 2022-12-12 | 1118284.88 | 1138234.00 | 19725.68(1.76%) | 223.59 1367.12 | 2 | 13.82% | 0 |
124 | 2022-11-29 | 2022-12-05 | 1091341.63 | 1118508.38 | 26948.53(2.47%) | 218.18 1343.32 | 2 | 11.85% | 0 |
125 | 2022-11-22 | 2022-11-28 | 1111427.25 | 1091559.75 | -20089.26(-1.81%) | 221.79 1308.47 | 2 | 9.16% | 0 |
126 | 2022-11-15 | 2022-11-21 | 1112953.38 | 1111649.00 | -1526.81(-0.14%) | 222.40 1334.41 | 2 | 11.16% | 0 |
127 | 2022-11-08 | 2022-11-14 | 1086932.25 | 1113175.75 | 26026.43(2.40%) | 217.07 1335.49 | 2 | 11.32% | 0 |
128 | 2022-11-01 | 2022-11-07 | 981916.94 | 1087149.38 | 105036.15(10.70%) | 196.29 1305.56 | 2 | 8.71% | 0 |
129 | 2022-10-25 | 2022-10-31 | 999800.75 | 982113.19 | -17886.84(-1.80%) | 199.23 1175.59 | 2 | -1.79% | 0 |