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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:2024年07月24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/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
12024-07-24-1911543.631944554.63(持仓中)32629.15(1.71%)381.95
-
294.46%0
22024-07-172024-07-231947091.881911925.50-35555.68(-1.83%)389.30
2296.35
291.19%0
32024-07-102024-07-161952165.751947481.13-5073.80(-0.26%)389.22
2332.51
294.75%0
42024-07-032024-07-092010297.501952555.00-58142.26(-2.91%)399.67
2331.53
295.26%0
52024-06-262024-07-021943725.252010697.2566584.45(3.44%)387.46
2408.05
2101.07%0
62024-06-192024-06-252113062.501944112.75-169372.25(-8.02%)422.46
2334.81
294.41%0
72024-06-122024-06-181910650.882113485.00202452.95(10.62%)381.24
2533.87
2111.35%0
82024-06-042024-06-112032171.631911032.13-121545.76(-5.98%)406.33
2295.38
291.10%0
92024-05-282024-06-032018812.382032577.8813363.43(0.66%)402.17
2432.46
2103.26%0
102024-05-212024-05-272130870.002019214.50-112081.54(-5.26%)425.94
2424.58
2101.92%0
112024-05-142024-05-202102650.752131296.0028225.50(1.34%)419.76
2556.00
2113.13%0
122024-05-072024-05-132234158.502103070.50-131534.53(-5.89%)446.56
2525.07
2110.31%0
132024-04-252024-05-062210890.752234605.0023272.27(1.05%)441.87
2682.87
2123.46%0
142024-04-182024-04-242412571.252211332.75-201717.36(-8.42%)479.08
2636.15
2121.13%0
152024-04-112024-04-172410111.002413050.252458.36(0.10%)480.92
2892.53
2141.31%0
162024-04-022024-04-102552784.002410592.00-142702.30(-5.59%)510.21
2894.07
2141.06%0
172024-03-262024-04-012561532.752553294.25-8750.91(-0.34%)512.14
3066.63
2155.33%0
182024-03-192024-03-252546815.252562045.0014720.73(0.58%)508.90
3075.40
2156.20%0
192024-03-122024-03-182485539.252547324.2561288.24(2.47%)496.71
3058.04
2154.73%0
202024-03-052024-03-112469485.002486036.0016057.21(0.65%)493.77
2986.07
2148.60%0
212024-02-272024-03-042323340.502469978.75146174.06(6.30%)464.33
2965.53
2147.00%0
222024-02-202024-02-262221754.252323804.75101606.16(4.58%)444.14
2790.67
2132.38%0
232024-02-052024-02-191809244.132222198.50412593.61(22.87%)360.79
2663.49
2122.22%0
242024-01-292024-02-022055663.631809604.88-246469.59(-12.00%)410.89
2172.66
280.96%0
252024-01-222024-01-262097220.502056074.50-41564.52(-1.99%)418.63
2465.38
2105.61%0
262024-01-152024-01-191948425.252097639.00148824.51(7.65%)389.31
2517.94
2109.76%0
272024-01-082024-01-122006399.631948814.50-57986.12(-2.89%)401.05
2339.99
294.88%0
282023-12-292024-01-052001405.002006800.634995.46(0.25%)400.03
2409.52
2100.68%0
292023-12-222023-12-282085786.382001805.13-84397.85(-4.05%)416.63
2401.90
2100.18%0
302023-12-152023-12-212178428.502086203.00-92660.99(-4.26%)435.53
2505.50
2108.62%0
312023-12-082023-12-142115227.752178864.0063213.75(2.99%)422.44
2614.14
2117.89%0
322023-12-012023-12-072172624.002115650.25-57407.99(-2.64%)434.18
2539.73
2111.57%0
332023-11-242023-11-302173474.252173058.25-850.34(-0.04%)434.30
2608.41
2117.31%0
342023-11-172023-11-232247278.252173908.50-73818.86(-3.29%)449.11
2609.73
2117.39%0
352023-11-102023-11-162171564.002247727.2575729.56(3.49%)433.98
2698.52
2124.77%0
362023-11-032023-11-092063080.002171997.75108505.44(5.26%)412.53
2609.02
2117.20%0
372023-10-272023-11-022043405.132063492.5019678.73(0.96%)408.60
2478.65
1106.35%0
382023-10-202023-10-262026973.882043813.7516434.47(0.81%)405.35
2455.25
1104.38%0
392023-10-132023-10-192096070.002027379.25-69109.76(-3.30%)419.05
2434.78
2102.74%0
402023-09-282023-10-122011281.002096489.1384806.29(4.22%)401.92
2516.78
2109.65%0
412023-09-212023-09-271817862.132011682.88193457.51(10.65%)363.29
2415.19
1101.17%0
422023-09-142023-09-201880847.501818225.38-62998.19(-3.35%)376.11
2184.13
281.82%0
432023-09-072023-09-131732746.251881223.63148131.53(8.57%)345.80
2255.70
288.12%0
442023-08-312023-09-061720349.001733092.1312399.27(0.72%)343.85
2080.90
273.31%0
452023-08-242023-08-301738911.751720692.88-18566.19(-1.07%)347.36
2064.80
272.07%0
462023-08-102023-08-161809963.751739259.13-71066.52(-3.93%)361.84
2088.69
273.93%0
472023-08-032023-08-091804766.631810325.635198.30(0.29%)360.63
2173.08
281.03%0
482023-07-272023-08-021797260.881805127.387507.16(0.42%)359.39
2168.36
180.51%0
492023-07-202023-07-261917999.001797620.25-120760.30(-6.33%)381.60
2147.74
279.76%0
502023-07-132023-07-191768660.501918380.50149366.56(8.45%)353.54
2303.69
191.84%0
512023-07-062023-07-121855296.881769014.00-86653.50(-4.68%)370.64
2122.83
276.90%0
522023-06-292023-07-051793657.381855667.5061651.46(3.44%)358.64
2228.91
185.57%0
532023-06-202023-06-281944725.001794016.00-151095.68(-7.82%)386.67
2141.75
279.40%0
542023-06-132023-06-191640471.001945111.63304313.33(18.60%)327.25
2331.87
294.51%0
552023-06-062023-06-121412146.001640798.25228370.18(16.19%)282.07
1969.17
264.08%0
562023-05-302023-06-051349597.131412428.1362561.91(4.65%)269.07
1691.85
241.24%0
572023-05-232023-05-291338541.001349866.2511057.96(0.83%)267.36
1619.72
234.99%0
582023-05-162023-05-221292541.751338808.2546008.15(3.56%)258.21
1606.69
233.88%0
592023-05-092023-05-151297136.131292800.00-4595.27(-0.35%)259.05
1550.94
229.28%0
602023-04-272023-05-081216366.751297395.2580786.69(6.68%)241.92
1550.63
229.74%0
612023-04-202023-04-261320139.251216608.63-103794.44(-7.87%)263.81
1460.37
221.66%0
622023-04-132023-04-191203180.001320403.00116982.49(9.73%)240.52
1585.68
232.04%0
632023-04-062023-04-121172422.131203420.5030764.47(2.63%)233.94
1442.56
220.34%0
642023-03-292023-04-041091153.131172656.0081284.83(7.45%)218.07
1407.90
217.27%0
652023-03-222023-03-281081428.501091371.259726.89(0.90%)215.88
1308.78
29.14%0
662023-03-152023-03-21996375.631081644.3885069.76(8.55%)199.05
1298.15
28.16%0
672023-03-082023-03-141008694.88996574.63-12321.40(-1.23%)201.17
1193.88
2-0.34%0
682023-03-012023-03-07994972.191008896.0013724.99(1.38%)198.84
1211.20
20.89%0
692023-02-222023-02-28970805.63995171.0024171.31(2.49%)194.00
1194.70
2-0.48%0
702023-02-152023-02-211023410.88970999.69-52615.76(-5.14%)204.57
1165.93
2-2.90%0
712023-02-082023-02-14991864.501023615.4431552.67(3.18%)198.26
1229.12
22.36%0
722023-02-012023-02-07923933.94992062.8167944.51(7.37%)184.34
1189.20
2-0.79%0
732023-01-182023-01-31892730.00924118.3131210.34(3.51%)177.99
1106.91
2-7.59%0
742023-01-112023-01-17887966.00892907.944764.98(0.54%)176.94
1068.88
2-10.71%0
752023-01-042023-01-10889843.19888142.94-1878.06(-0.21%)177.83
1066.24
2-11.19%0
762022-12-202022-12-26926411.38890021.00-36575.54(-3.95%)185.10
1068.22
2-11.00%0
772022-12-132022-12-19948190.75926596.50-21783.73(-2.30%)189.47
1112.24
2-7.34%0
782022-12-062022-12-12973331.69948380.25-25145.81(-2.59%)194.33
1137.43
2-5.16%0
792022-11-222022-11-281008767.19973526.06-35442.81(-3.52%)201.67
1169.11
2-2.65%0
802022-11-152022-11-21987916.811008968.8820854.88(2.12%)197.20
1209.91
20.90%0
812022-11-082022-11-141028323.81988114.00-40415.15(-3.94%)205.39
1185.49
2-1.19%0
822022-11-012022-11-071004053.061028529.1924275.46(2.42%)200.67
1234.87
22.85%0
832022-10-252022-10-31999800.311004253.754253.79(0.43%)199.62
1204.54
20.43%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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