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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:2026年09月21日开盘价买入:2股 
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

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
12026-09-142026-09-18 开盘4740237.004874873.00133699.18(2.85%)936.76
5789.06
2387.49%0
22026-09-072026-09-114528048.004741174.00212228.99(4.73%)896.94
5644.16
2374.12%0
32026-08-312026-09-044600518.004528945.00-72491.17(-1.58%)918.06
5428.99
2352.89%0
42026-08-242026-08-284587355.004601436.0013173.42(0.29%)907.74
5469.90
2360.14%0
52026-08-172026-08-214809341.504588262.50-222034.32(-4.65%)955.42
5473.78
2358.83%0
62026-08-102026-08-144761782.004810297.0047568.61(1.01%)946.62
5744.86
2381.03%0
72026-08-032026-08-074577717.504762728.50184095.47(4.02%)915.52
5721.99
1376.27%0
82026-07-272026-07-315714370.004578633.00-1136879.39(-19.91%)1142.25
5497.21
1357.86%0
92026-07-202026-07-245199013.005715512.50515459.44(9.91%)1039.80
6866.84
1471.55%0
102026-07-132026-07-175308628.005200053.00-109631.78(-2.08%)1056.36
6215.36
2420.01%0
112026-06-292026-07-036141827.005309684.50-833347.77(-13.83%)1205.55
6242.22
2430.97%0
122026-06-222026-06-266543731.506143032.50-401982.75(-6.26%)1283.42
7228.36
2514.30%0
132026-06-122026-06-186037282.506545015.00506536.13(8.47%)1196.45
7797.31
2554.50%0
142026-06-052026-06-116454617.006038479.00-417417.24(-6.53%)1279.07
7183.68
2503.85%0
152026-05-292026-06-046079829.506455896.00374866.91(6.25%)1199.33
7656.44
2545.59%0
162026-05-222026-05-285253566.506081029.00826417.40(15.82%)1044.99
7271.64
2508.10%0
172026-05-152026-05-215408253.005254611.50-154712.95(-2.89%)1071.29
6250.90
2425.46%0
182026-05-082026-05-144427367.005409324.50981082.41(22.42%)875.06
6436.40
2440.93%0
192026-04-282026-05-074480773.004428242.00-53421.73(-1.20%)890.77
5287.92
2342.82%0
202026-04-212026-04-274469270.004481663.5011506.78(0.26%)886.46
5340.07
2348.17%0
212026-04-142026-04-204145210.004470156.50324127.83(7.92%)818.85
5309.40
2347.02%0
222026-04-072026-04-133645387.254146029.00499913.19(13.72%)728.69
4978.91
2314.60%0
232026-03-302026-04-033558264.253646115.7587145.72(2.47%)705.76
4345.20
2264.61%0
242026-03-232026-03-273475140.503558970.0083142.00(2.42%)687.39
4230.03
2255.90%0
252026-03-162026-03-203267976.753475828.00207209.92(6.46%)641.53
4103.52
2247.58%0
262026-03-092026-03-133116451.003268618.25151544.82(4.87%)622.68
3923.42
2226.86%0
272026-03-022026-03-063081858.503117073.5034606.11(1.14%)608.82
3699.61
2211.71%0
282026-02-132026-02-273013323.503082467.2568542.35(2.28%)601.55
3696.73
2208.25%0
292026-02-062026-02-122717744.503013925.00295638.40(10.91%)541.90
3611.13
2201.39%0
302026-01-302026-02-052864530.252718286.50-146812.35(-5.17%)568.43
3238.95
2171.83%0
312026-01-232026-01-292827785.002865098.7536749.51(1.30%)564.22
3434.22
2186.51%0
322026-01-162026-01-222898103.502828349.25-70333.57(-2.43%)579.27
3396.00
2182.83%0
332026-01-092026-01-152747629.002898683.00150504.84(5.48%)548.82
3478.36
2189.87%0
342025-12-312026-01-082774468.252748178.00-26844.10(-0.97%)553.66
3294.37
2174.82%0
352025-12-242025-12-302815916.502775022.00-41451.84(-1.49%)557.27
3298.50
2177.50%0
362025-12-172025-12-232616022.002816473.75199934.46(7.73%)517.29
3348.30
2181.65%0
372025-12-102025-12-162847349.502616539.25-231371.88(-8.24%)561.72
3097.08
2161.65%0
382025-12-032025-12-092490808.002847911.25356606.57(14.36%)496.68
3412.71
2184.79%0
392025-11-262025-12-022279263.502491304.50211586.13(9.30%)454.83
2987.01
2149.13%0
402025-11-192025-11-252314201.752279718.25-34941.25(-1.53%)457.63
2707.62
2127.97%0
412025-11-122025-11-182471004.252314659.50-156837.80(-6.36%)492.95
2773.42
2131.47%0
422025-11-052025-11-112440438.002471497.2530571.66(1.25%)487.93
2968.41
2147.15%0
432025-10-292025-11-042491288.002440925.75-50860.12(-2.04%)498.01
2931.11
2144.09%0
442025-10-222025-10-282179106.002491786.00312244.67(14.35%)435.33
2990.78
2149.18%0
452025-09-302025-10-142374717.502179541.25-195642.75(-8.39%)466.38
2567.16
2117.95%0
462025-09-232025-09-292543029.002375184.00-168348.69(-6.69%)503.56
2823.36
2137.52%0
472025-09-162025-09-222532017.252543532.7511017.59(0.44%)498.03
3005.58
2154.35%0
482025-09-092025-09-152637841.752532515.25-105854.30(-4.01%)527.57
3042.66
1153.25%0
492025-09-022025-09-083043379.252638369.50-405617.77(-13.34%)608.22
3167.13
2163.84%0
502025-08-262025-09-013077941.503043987.25-34569.32(-1.12%)615.29
3655.35
2204.40%0
512025-08-192025-08-252898742.003078556.75179235.25(6.19%)579.50
3697.22
2207.86%0
522025-08-122025-08-182850996.502899321.5047755.06(1.68%)569.83
3481.14
2189.93%0
532025-08-052025-08-112788915.252851566.5062093.82(2.23%)557.39
3423.66
2185.16%0
542025-07-292025-08-042860396.002789472.75-71495.23(-2.50%)572.03
3351.07
2178.95%0
552025-07-222025-07-282893730.252860968.00-33340.63(-1.15%)578.55
3436.11
2186.10%0
562025-07-152025-07-212834488.752894308.7559253.68(2.09%)566.33
3473.96
2189.43%0
572025-07-082025-07-142644997.252835055.00189529.06(7.17%)528.72
3404.45
2183.51%0
582025-07-012025-07-072634979.502645525.7510019.69(0.38%)526.54
3175.73
2164.55%0
592025-06-242025-06-302397092.752635506.00237934.03(9.93%)479.25
3165.38
2163.55%0
602025-06-172025-06-232447779.502397572.00-50696.66(-2.07%)489.36
2879.39
2139.76%0
612025-06-102025-06-162445649.752448268.752130.16(0.09%)488.78
2939.33
2144.83%0
622025-06-032025-06-092318277.002446138.50127397.95(5.50%)463.44
2937.62
2144.61%0
632025-05-262025-05-302316627.002318740.501652.67(0.07%)460.95
2771.54
2131.87%0
642025-05-192025-05-232299855.252317088.0016773.14(0.73%)459.69
2782.14
2131.71%0
652025-05-122025-05-162338887.252300315.00-39039.70(-1.67%)467.66
2763.02
2130.03%0
662025-04-302025-05-092222344.752339354.75116565.66(5.25%)444.36
2809.96
2133.94%0
672025-04-232025-04-292244741.502222789.00-22400.94(-1.00%)448.35
2666.96
2122.28%0
682025-04-162025-04-222165500.502245190.0079256.51(3.66%)432.94
2696.49
2124.52%0
692025-04-012025-04-082752661.252165933.50-587275.99(-21.42%)548.24
2588.45
2116.59%0
702025-03-252025-03-312900385.752753209.50-147752.25(-5.13%)575.99
3283.29
2175.32%0
712025-03-182025-03-243061984.002900961.75-161634.77(-5.28%)612.37
3485.19
2190.10%0
722025-03-112025-03-173026442.003062596.5035549.20(1.18%)605.04
3678.06
2206.26%0
732025-03-042025-03-103040153.753027047.25-13714.45(-0.45%)607.97
3636.48
1202.70%0
742025-02-252025-03-033098024.003040761.75-57882.09(-1.87%)619.50
3652.65
2204.08%0
752025-02-182025-02-242998458.003098643.7599586.07(3.32%)599.61
3722.34
2209.86%0
762025-02-112025-02-172951883.252999057.7546583.87(1.58%)590.31
3602.78
2199.91%0
772025-01-272025-02-103287171.002952473.75-335351.95(-10.25%)654.62
3530.32
2195.25%0
782025-01-202025-01-243307723.253287825.75-20558.64(-0.62%)661.39
3949.20
2228.78%0
792025-01-132025-01-172943410.003308384.50364386.58(12.39%)588.18
3971.79
2230.84%0
802025-01-062025-01-102714573.502943998.00228881.91(8.44%)542.65
3535.47
1194.40%0
812024-12-272025-01-032953726.502715116.00-239200.90(-8.10%)590.46
3260.35
2171.51%0
822024-12-202024-12-262905950.252954317.0047787.58(1.65%)579.17
3537.29
2195.43%0
832024-12-132024-12-192997107.002906529.50-91176.89(-3.04%)599.17
3490.51
2190.65%0
842024-12-062024-12-122931961.002997706.2565158.77(2.22%)586.30
3601.00
2199.77%0
852024-11-292024-12-052870179.002932547.5061794.85(2.15%)573.86
3522.23
2193.25%0
862024-11-222024-11-282990202.002870752.75-120047.33(-4.02%)597.88
3448.10
1187.08%0
872024-11-152024-11-213103354.252990800.00-113174.32(-3.65%)619.84
3588.29
2199.08%0
882024-11-082024-11-143072991.003103974.2530369.44(0.99%)613.76
3724.23
2210.40%0
892024-11-012024-11-073014481.253073604.7558521.53(1.94%)602.27
3689.01
2207.36%0
902024-10-252024-10-313126581.753015083.25-112121.84(-3.60%)623.35
3610.64
2201.51%0
912024-10-182024-10-242613346.253127205.00513336.13(19.65%)522.52
3756.29
2212.72%0
922024-10-112024-10-172729427.502613868.75-116104.17(-4.26%)545.58
3138.58
2161.39%0
932024-09-272024-10-102245281.502729973.00484242.58(21.57%)448.90
3278.97
2173.00%0
942024-09-202024-09-262144974.252245730.25100327.40(4.68%)428.84
2697.18
2124.57%0
952024-09-112024-09-192176778.002145403.00-31810.03(-1.46%)435.22
2576.76
2114.54%0
962024-09-042024-09-102220795.502177213.00-44026.54(-1.98%)444.00
2614.85
2117.72%0
972024-08-282024-09-032176422.502221239.5044381.66(2.04%)435.22
2668.33
2122.12%0
982024-08-212024-08-272160483.752176857.7515942.20(0.74%)431.77
2613.40
2117.69%0
992024-08-142024-08-202091400.382160915.5069098.33(3.31%)417.01
2588.57
2116.09%0
1002024-08-072024-08-132080007.752091817.2511393.74(0.55%)415.81
2512.04
2109.18%0
1012024-07-312024-08-062073168.132080423.506840.86(0.33%)414.44
2498.33
2108.04%0
1022024-07-242024-07-302051821.882073582.6321350.32(1.04%)410.29
2490.83
2107.36%0
1032024-07-172024-07-232091785.382052232.25-39971.40(-1.91%)418.29
2465.25
2105.22%0
1042024-07-102024-07-162144756.002092203.75-52979.51(-2.48%)427.36
2504.11
2109.22%0
1052024-07-032024-07-092212032.752145183.25-67289.54(-3.06%)439.95
2562.54
2114.52%0
1062024-06-262024-07-022137763.752212472.7574283.44(3.49%)425.55
2646.12
2121.25%0
1072024-06-192024-06-252331206.252138189.25-193482.89(-8.30%)466.03
2567.64
2113.82%0
1082024-06-122024-06-182105433.002331672.25225820.53(10.78%)418.93
2788.43
2133.17%0
1092024-06-042024-06-112244420.502105851.75-139017.35(-6.20%)448.67
2528.80
2110.59%0
1102024-05-282024-06-032228727.252244869.0015696.83(0.71%)444.86
2691.76
2124.49%0
1112024-05-212024-05-272356860.002229172.25-128158.76(-5.44%)471.26
2677.54
2122.92%0
1122024-05-142024-05-202323452.502357331.0033414.57(1.44%)463.98
2827.94
2135.73%0
1132024-05-072024-05-132474673.252323916.50-151251.41(-6.11%)494.71
2790.70
2132.39%0
1142024-04-252024-05-062445567.502475168.0029111.29(1.19%)488.95
2972.78
2147.52%0
1152024-04-182024-04-242676273.252446056.50-230751.29(-8.63%)534.47
2934.07
2144.61%0
1162024-04-112024-04-172674388.002676807.751886.64(0.07%)532.93
3204.31
2167.68%0
1172024-04-022024-04-102839550.002674921.00-165196.55(-5.82%)567.63
3212.08
2167.49%0
1182024-03-262024-04-012849639.002840117.75-10091.17(-0.35%)569.82
3411.60
2184.01%0
1192024-03-192024-03-252832596.502850208.7517046.11(0.60%)566.33
3423.24
2185.02%0
1202024-03-122024-03-182763499.252833162.7569111.98(2.51%)551.62
3397.37
2183.32%0
1212024-03-052024-03-112744059.252764050.7519443.01(0.71%)548.73
3320.34
2176.41%0
1222024-02-272024-03-042575037.752744607.75169055.28(6.57%)514.74
3295.89
2174.46%0
1232024-02-202024-02-262457161.252575552.50117900.13(4.80%)491.15
3092.67
2157.56%0
1242024-02-052024-02-191987743.382457652.25469512.68(23.70%)396.16
2944.41
2145.77%0
1252024-01-292024-02-022272451.751988139.50-284766.52(-12.53%)454.36
2387.83
298.81%0
1262024-01-222024-01-262318488.252272906.00-46044.62(-1.99%)462.51
2723.61
2127.29%0
1272024-01-152024-01-192150655.752318950.75167865.38(7.82%)429.43
2781.86
2131.90%0
1282024-01-082024-01-122209421.502151085.25-58777.86(-2.66%)441.76
2583.65
2115.11%0
1292023-12-292024-01-052203586.252209863.255836.40(0.27%)440.43
2653.27
2120.99%0
1302023-12-222023-12-282299597.252204026.75-96030.20(-4.18%)459.78
2647.19
2120.40%0
1312023-12-152023-12-212405203.752300057.00-105627.41(-4.39%)480.75
2761.65
2130.01%0
1322023-12-082023-12-142374264.252405684.5030945.91(1.30%)474.51
2888.24
2140.57%0
1332023-12-012023-12-072441014.252374738.50-66763.76(-2.74%)487.89
2851.26
2137.47%0
1342023-11-242023-11-302442782.752441502.25-1768.49(-0.07%)488.15
2930.86
2144.15%0
1352023-11-172023-11-232527776.252443270.75-85010.59(-3.36%)505.34
2934.13
2144.33%0
1362023-11-102023-11-162439033.752528281.5088760.30(3.64%)487.65
3036.61
2152.83%0
1372023-11-032023-11-092312783.502439521.25126275.27(5.46%)462.53
2930.78
2143.95%0
1382023-10-272023-11-022336846.252313246.00-24067.47(-1.03%)467.20
2778.23
2131.32%0
1392023-10-202023-10-262301921.252337313.5034932.13(1.52%)460.29
2807.59
2133.73%0
1402023-10-132023-10-192383051.502302381.50-81146.53(-3.41%)476.57
2765.92
2130.24%0
1412023-09-282023-10-122282540.752383528.25100531.36(4.41%)456.22
2861.97
2138.35%0
1422023-09-212023-09-272060430.252282997.00222154.95(10.79%)411.83
2741.34
1128.30%0
1432023-09-142023-09-202134416.502060842.00-74001.22(-3.47%)426.72
2475.01
2106.08%0
1442023-09-072023-09-131964172.252134843.25170278.31(8.68%)392.54
2563.14
2113.48%0
1452023-08-312023-09-061949246.381964564.8814928.90(0.77%)389.56
2358.57
296.46%0
1462023-08-242023-08-301970069.251949636.00-20826.86(-1.06%)393.71
2340.55
294.96%0
1472023-08-102023-08-162053907.751970462.88-83855.53(-4.08%)410.62
2366.44
297.05%0
1482023-08-032023-08-092052950.002054318.38958.00(0.05%)410.43
2467.21
2105.43%0
1492023-07-272023-08-022039760.632053360.3813191.82(0.65%)407.83
2466.29
2105.34%0
1502023-07-202023-07-262180494.002040168.50-140761.45(-6.46%)435.80
2449.36
2104.02%0
1512023-07-132023-07-192007931.752180930.00172597.59(8.61%)400.77
2615.33
1118.09%0
1522023-07-062023-07-122110409.252008332.50-102498.70(-4.86%)422.03
2412.59
2100.83%0
1532023-06-292023-07-052037158.002110831.2573265.82(3.60%)407.39
2535.80
1111.08%0
1542023-06-202023-06-282213340.002037565.38-176216.80(-7.97%)442.29
2445.75
2103.76%0
1552023-06-132023-06-191860850.132213782.25352561.38(19.01%)370.87
2651.94
2121.38%0
1562023-06-062023-06-121601840.131861221.00259061.44(16.22%)319.46
2230.70
286.12%0
1572023-05-302023-06-051529508.881602159.6372344.97(4.73%)305.82
1924.39
260.22%0
1582023-05-232023-05-291517116.381529814.6312395.60(0.82%)302.68
1833.54
252.98%0
1592023-05-162023-05-221465845.881517419.0051280.47(3.50%)292.64
1819.94
251.74%0
1602023-05-092023-05-151469572.381466138.50-3727.01(-0.25%)293.10
1756.57
246.61%0
1612023-04-272023-05-081376843.631469865.5092746.93(6.75%)274.88
1763.00
246.99%0
1622023-04-202023-04-261498673.751377118.50-121854.13(-8.16%)298.84
1649.14
237.71%0
1632023-04-132023-04-191361896.751498972.63136804.03(10.06%)271.85
1797.74
249.90%0
1642023-04-062023-04-121326722.881362168.6335180.61(2.65%)265.16
1635.47
236.22%0
1652023-03-292023-04-041231028.881326988.0095713.29(7.79%)245.76
1591.64
232.70%0
1662023-03-222023-03-281219413.751231274.6311617.46(0.95%)243.33
1475.97
223.13%0
1672023-03-152023-03-211111741.001219657.13107693.99(9.69%)222.18
1464.36
221.97%0
1682023-03-082023-03-141124861.751111963.13-13123.39(-1.17%)224.78
1334.78
211.20%0
1692023-03-012023-03-071108789.751125086.5016075.05(1.45%)221.68
1351.28
212.51%0
1702023-02-222023-02-281081004.251109011.3827791.32(2.58%)215.85
1330.29
210.90%0
1712023-02-152023-02-211139842.381081220.00-58849.90(-5.17%)227.49
1296.12
28.12%0
1722023-02-082023-02-141103352.751140069.8836496.71(3.31%)220.52
1368.84
214.01%0
1732023-02-012023-02-071026477.631103573.2576890.82(7.51%)204.87
1323.33
210.36%0
1742023-01-182023-01-31989293.001026682.5037192.11(3.77%)197.33
1230.34
22.67%0
1752023-01-112023-01-17983866.31989490.385427.45(0.55%)196.69
1188.29
2-1.05%0
1762023-01-042023-01-10986097.31984062.94-2231.32(-0.23%)196.90
1180.37
2-1.59%0
1772022-12-132022-12-191009922.19986294.25-23829.59(-2.36%)201.65
1182.94
2-1.37%0
1782022-12-062022-12-121037675.811010123.81-27759.25(-2.68%)207.26
1211.94
21.01%0
1792022-11-292022-12-05966479.751037883.0671210.08(7.37%)193.25
1246.67
13.79%0
1802022-11-222022-11-281002938.31966673.00-36465.49(-3.64%)200.22
1159.22
2-3.33%0
1812022-11-152022-11-21981683.941003138.5021258.54(2.17%)196.03
1203.39
20.31%0
1822022-11-082022-11-141029587.56981880.00-47913.40(-4.66%)205.85
1179.26
2-1.81%0
1832022-11-012022-11-071003973.881029793.3825618.80(2.55%)200.68
1236.52
22.98%0
1842022-10-252022-10-31999800.191004174.564174.59(0.42%)199.82
1205.60
20.42%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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