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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: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

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
12025-06-172025-06-19持仓中1284833.501303339.50(持仓中)18249.26(1.42%)256.71
0.00
230.33%0
22025-06-102025-06-161316564.751285090.13-31737.85(-2.41%)263.25
1543.57
228.51%0
32025-06-032025-06-091313360.251316828.003205.35(0.24%)262.37
1580.29
231.68%0
42025-05-262025-05-301288050.751313622.6325314.40(1.97%)257.57
1578.03
231.36%0
52025-05-192025-05-231298996.251288308.25-10947.29(-0.84%)259.33
1545.02
228.83%0
62025-05-122025-05-161282722.001299255.5016277.13(1.27%)256.46
1560.44
229.93%0
72025-04-302025-05-091269538.131282978.3813186.74(1.04%)253.46
1538.74
228.30%0
82025-04-232025-04-291335419.131269791.63-65894.26(-4.94%)266.89
1524.41
226.98%0
92025-04-162025-04-221300445.751335686.0034980.37(2.69%)259.92
1603.73
233.57%0
102025-04-092025-04-151231011.751300705.6369447.81(5.64%)246.08
1562.02
230.07%0
112025-04-012025-04-081307382.001231257.88-76385.38(-5.85%)261.27
1478.07
223.13%0
122025-03-252025-03-311308275.251307643.25-893.43(-0.07%)261.48
1569.99
230.76%0
132025-03-182025-03-241323911.381308536.75-15639.10(-1.18%)264.54
1570.65
230.85%0
142025-03-112025-03-171229725.631324175.8894204.54(7.67%)245.74
1589.69
232.42%0
152025-03-042025-03-101225196.501229971.384530.19(0.37%)244.63
1475.28
223.00%0
162025-02-252025-03-031222572.131225441.132624.85(0.21%)244.28
1470.90
222.54%0
172025-02-182025-02-241241462.251222816.38-18894.13(-1.52%)248.25
1468.92
222.28%0
182025-02-112025-02-171226253.631241710.5015212.61(1.25%)244.30
1486.11
224.17%0
192025-01-272025-02-101234822.001226497.88-8570.64(-0.70%)246.54
1471.04
222.65%0
202025-01-202025-01-241231924.131235068.502898.05(0.24%)246.21
1482.79
223.51%0
212025-01-132025-01-171111151.881232170.38120796.76(10.89%)221.75
1477.50
223.22%0
222025-01-062025-01-101087895.751111373.6323260.86(2.14%)217.06
1332.11
211.14%0
232024-12-272025-01-031148338.131088112.75-60454.85(-5.27%)229.50
1306.32
28.81%0
242024-12-202024-12-261172868.001148567.63-24534.45(-2.10%)234.13
1377.24
214.86%0
252024-12-132024-12-191130048.881173102.1342827.58(3.80%)225.58
1406.81
217.31%0
262024-12-062024-12-121094771.631130274.5035283.99(3.22%)218.83
1357.20
213.03%0
272024-11-292024-12-051091268.001094990.503504.33(0.32%)218.10
1314.62
29.50%0
282024-11-222024-11-281113510.631091486.13-22247.10(-2.00%)222.56
1310.53
29.15%0
292024-11-152024-11-211089618.751113733.2523896.81(2.19%)217.81
1337.37
211.37%0
302024-11-082024-11-141115157.381089836.50-25543.61(-2.29%)222.78
1307.85
28.98%0
312024-11-012024-11-071098536.751115380.1316624.01(1.52%)219.45
1338.53
211.54%0
322024-10-252024-10-311101656.631098756.13-3120.68(-0.28%)220.23
1319.47
29.88%0
332024-10-182024-10-241082308.501101876.7519352.28(1.79%)215.95
1320.76
210.19%0
342024-10-112024-10-171122200.381082524.50-39900.33(-3.56%)224.34
1300.01
28.25%0
352024-09-272024-10-10943451.811122424.75178784.53(18.98%)188.43
1346.96
212.24%0
362024-09-202024-09-26910298.38943640.1933160.01(3.65%)181.80
1132.20
2-5.64%0
372024-09-112024-09-19936093.31910480.19-25800.19(-2.76%)187.09
1093.11
2-8.95%0
382024-09-042024-09-10950027.50936280.38-13936.98(-1.47%)189.88
1124.13
2-6.37%0
392024-08-282024-09-03932735.44950217.3117295.55(1.86%)186.30
1140.14
2-4.98%0
402024-08-212024-08-27951407.13932921.75-18675.41(-1.97%)190.04
1119.37
2-6.71%0
412024-08-142024-08-20981912.44951597.19-30511.45(-3.11%)196.21
1142.26
2-4.84%0
422024-08-072024-08-13984727.69982108.63-2815.39(-0.29%)196.30
1176.09
2-1.79%0
432024-07-312024-08-06963186.44984924.0021545.22(2.24%)192.32
1181.42
2-1.51%0
442024-07-242024-07-30969887.56963378.75-6702.76(-0.69%)193.89
1156.90
2-3.66%0
452024-07-172024-07-23966355.06970081.503533.46(0.37%)192.95
1163.59
2-2.99%0
462024-07-102024-07-16964448.13966548.061907.13(0.20%)192.85
1161.03
2-3.35%0
472024-07-032024-07-09979974.00964640.94-15528.96(-1.59%)195.86
1158.14
2-3.54%0
482024-06-262024-07-02983858.50980169.88-3884.98(-0.40%)196.35
1175.07
2-1.98%0
492024-06-192024-06-251071730.88984054.88-87889.99(-8.21%)214.03
1180.38
2-1.59%0
502024-06-122024-06-181074949.001071944.88-3218.66(-0.30%)214.68
1286.02
27.19%0
512024-06-042024-06-111094518.501075163.63-19572.37(-1.80%)217.43
1282.92
27.52%0
522024-05-282024-06-031105799.131094736.00-11284.02(-1.02%)220.82
1313.23
29.47%0
532024-05-212024-05-271177576.501106020.00-71791.82(-6.10%)235.29
1327.49
210.60%0
542024-05-142024-05-201177823.881177811.75-247.00(-0.02%)234.90
1411.10
217.78%0
552024-05-072024-05-131118641.381178058.7559194.21(5.31%)223.12
1411.69
217.81%0
562024-04-252024-05-061067277.631118864.5051373.39(4.81%)213.44
1344.14
211.89%0
572024-04-182024-04-241080326.381067491.13-13050.79(-1.21%)215.52
1279.27
26.75%0
582024-04-112024-04-171133449.501080541.88-53134.21(-4.69%)226.59
1297.59
28.05%0
592024-04-022024-04-101180730.131133676.13-47289.80(-4.01%)235.80
1360.00
213.37%0
602024-03-262024-04-011167176.251180965.8813556.21(1.16%)233.36
1418.42
218.10%0
612024-03-192024-03-251189631.251167409.63-22459.35(-1.89%)237.75
1401.52
216.74%0
622024-03-122024-03-181137685.251189869.0051956.73(4.58%)226.99
1426.29
218.99%0
632024-03-052024-03-111166112.501137912.25-28433.26(-2.44%)233.06
1366.19
213.79%0
642024-02-272024-03-041142998.501166345.5023118.61(2.02%)228.43
1400.26
216.63%0
652024-02-202024-02-261131273.381143226.8811727.81(1.04%)225.75
1370.50
214.32%0
662024-02-052024-02-19960424.631131499.13170883.24(17.87%)191.26
1354.50
213.15%0
672024-01-292024-02-021063827.38960615.88-103424.07(-9.73%)212.56
1152.91
2-3.94%0
682024-01-222024-01-261071754.251064040.00-7928.35(-0.74%)214.17
1277.27
26.40%0
692024-01-152024-01-191097969.131071968.38-26220.13(-2.39%)219.41
1286.79
27.20%0
702024-01-082024-01-121106181.131098188.50-8213.36(-0.74%)220.77
1316.61
29.82%0
712023-12-292024-01-051082611.131106401.8823574.41(2.18%)216.35
1328.22
210.64%0
722023-12-222023-12-281105326.881082827.50-22720.12(-2.06%)220.80
1299.34
28.28%0
732023-12-152023-12-211141016.501105547.63-35696.36(-3.14%)227.47
1323.84
210.55%0
742023-12-082023-12-141169385.631141244.00-28375.23(-2.43%)233.62
1369.61
214.12%0
752023-12-012023-12-071187245.381169619.25-17863.33(-1.51%)237.26
1404.10
216.96%0
762023-11-242023-11-301208257.001187482.63-21015.87(-1.74%)241.57
1426.22
218.75%0
772023-11-172023-11-231219033.631208498.50-10778.72(-0.88%)243.66
1451.03
220.85%0
782023-11-102023-11-161148544.131219277.2570503.80(6.15%)229.36
1462.81
221.93%0
792023-11-032023-11-091144180.251148773.504364.57(0.38%)228.75
1379.68
214.88%0
802023-10-272023-11-021106298.251144409.0037889.80(3.43%)220.84
1372.39
214.44%0
812023-10-202023-10-261095269.001106519.1311031.23(1.01%)218.87
1328.33
210.65%0
822023-10-132023-10-191157542.631095487.88-62285.34(-5.40%)230.60
1310.71
29.55%0
832023-09-282023-10-121168109.251157773.25-10569.51(-0.91%)233.40
1389.65
215.78%0
842023-09-212023-09-271176605.751168342.75-8498.15(-0.72%)235.19
1402.92
216.83%0
852023-09-142023-09-201173351.881176840.883254.52(0.28%)234.51
1412.94
217.68%0
862023-09-072023-09-131178188.131173586.38-4837.16(-0.41%)235.42
1408.67
217.36%0
872023-08-312023-09-061155994.881178423.5022197.91(1.92%)230.78
1413.32
217.84%0
882023-08-242023-08-301124433.251156225.6331567.80(2.81%)224.62
1387.53
215.62%0
892023-08-172023-08-231086593.751124657.8837847.01(3.49%)217.09
1349.86
212.47%0
902023-08-102023-08-161108023.501086810.88-21433.69(-1.94%)221.08
1302.61
28.68%0
912023-08-032023-08-091129792.131108244.50-21773.11(-1.93%)225.48
1328.60
210.82%0
922023-07-272023-08-021056575.631130017.6373231.27(6.95%)210.72
1354.05
213.00%0
932023-07-202023-07-261033737.131056786.3822842.62(2.21%)206.60
1268.79
25.68%0
942023-07-132023-07-191019899.191033943.6913840.65(1.36%)203.86
1241.48
23.39%0
952023-07-062023-07-12997373.001020103.0622530.72(2.26%)199.36
1224.91
22.01%0
962023-06-292023-07-05954571.19997572.3842810.43(4.49%)190.79
1197.79
2-0.24%0
972023-06-202023-06-28976617.38954761.94-22050.41(-2.26%)195.04
1145.37
2-4.52%0
982023-06-132023-06-19975832.44976812.38784.87(0.08%)195.08
1173.04
2-2.32%0
992023-06-062023-06-121006378.81976027.50-30552.18(-3.04%)200.89
1170.31
2-2.40%0
1002023-05-302023-06-05997537.881006579.698842.51(0.89%)199.31
1208.17
20.66%0
1012023-05-232023-05-291032081.19997737.19-34550.32(-3.35%)206.30
1198.02
2-0.23%0
1022023-05-162023-05-221040783.131032287.50-8703.63(-0.84%)208.05
1239.57
23.23%0
1032023-05-092023-05-151070173.881040991.13-29396.45(-2.75%)213.71
1248.72
24.10%0
1042023-04-272023-05-081074392.751070387.63-4219.89(-0.39%)214.74
1285.15
27.04%0
1052023-04-202023-04-261120726.881074607.50-46343.35(-4.14%)224.02
1290.34
27.46%0
1062023-04-132023-04-191119058.501120950.881668.96(0.15%)223.31
1343.74
212.10%0
1072023-04-062023-04-121142581.501119281.88-23526.80(-2.07%)227.16
1336.62
211.93%0
1082023-03-292023-04-041104621.751142808.6337966.25(3.44%)220.62
1371.17
214.28%0
1092023-03-222023-03-281093014.881104842.3811609.31(1.06%)218.28
1325.45
210.48%0
1102023-03-152023-03-211115667.501093233.13-22657.34(-2.03%)223.07
1313.10
29.32%0
1112023-03-082023-03-141145234.001115890.50-29572.07(-2.59%)228.53
1337.56
211.59%0
1122023-03-012023-03-071161549.751145462.63-16319.15(-1.41%)232.00
1374.34
214.55%0
1132023-02-222023-02-281188367.751161781.75-26822.63(-2.27%)236.55
1389.06
216.18%0
1142023-02-152023-02-211199292.131188604.38-10927.13(-0.91%)239.31
1424.77
218.86%0
1152023-02-082023-02-141211343.251199531.50-12054.02(-1.00%)242.24
1440.99
219.95%0
1162023-02-012023-02-071209355.381211585.501988.42(0.16%)241.73
1454.81
221.16%0
1172023-01-182023-01-311178569.381209597.1330792.30(2.61%)235.53
1452.14
220.96%0
1182023-01-112023-01-171123984.001178804.8854596.45(4.86%)224.49
1414.44
217.88%0
1192023-01-042023-01-101096774.131124208.5027215.19(2.48%)219.19
1349.66
212.42%0
1202022-12-272023-01-031116103.881096993.38-19333.07(-1.74%)222.63
1314.44
29.70%0
1212022-12-202022-12-261127534.751116326.50-11432.32(-1.02%)224.16
1333.14
211.63%0
1222022-12-132022-12-191138007.131127758.88-10475.15(-0.92%)226.89
1350.64
212.78%0
1232022-12-062022-12-121118284.881138234.0019725.68(1.76%)223.59
1367.12
213.82%0
1242022-11-292022-12-051091341.631118508.3826948.53(2.47%)218.18
1343.32
211.85%0
1252022-11-222022-11-281111427.251091559.75-20089.26(-1.81%)221.79
1308.47
29.16%0
1262022-11-152022-11-211112953.381111649.00-1526.81(-0.14%)222.40
1334.41
211.16%0
1272022-11-082022-11-141086932.251113175.7526026.43(2.40%)217.07
1335.49
211.32%0
1282022-11-012022-11-07981916.941087149.38105036.15(10.70%)196.29
1305.56
28.71%0
1292022-10-252022-10-31999800.75982113.19-17886.84(-1.80%)199.23
1175.59
2-1.79%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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