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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06月22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
12026-06-122026-06-18 开盘5991602.506495932.50503137.25(8.44%)1192.56
7769.88
2549.59%0
22026-06-052026-06-116407710.005992795.00-416182.63(-6.57%)1267.80
7117.44
2499.28%0
32026-05-292026-06-046036806.506408977.50370981.96(6.24%)1189.09
7590.23
2540.90%0
42026-05-222026-05-285219397.006037995.50817573.60(15.96%)1024.79
7139.64
2503.80%0
52026-05-152026-05-215374063.505220422.00-154712.95(-2.89%)1071.29
6250.90
2422.04%0
62026-05-082026-05-144396801.005375135.00977462.73(22.43%)871.75
6412.19
2437.51%0
72026-04-282026-05-074448741.504397672.50-51949.61(-1.18%)880.37
5227.20
2339.77%0
82026-04-212026-04-274435139.004449622.0013604.93(0.31%)878.22
5293.06
2344.96%0
92026-04-142026-04-204111578.504436017.00323623.27(7.94%)815.36
5287.85
2343.60%0
102026-04-072026-04-133625347.004112394.00486332.49(13.61%)714.57
4877.73
2311.24%0
112026-03-302026-04-033539013.753626061.5086348.35(2.47%)699.41
4306.11
2262.61%0
122026-03-232026-03-273456643.503539713.2582385.80(2.41%)683.93
4208.29
2253.97%0
132026-03-162026-03-203249480.003457327.25207205.02(6.45%)642.23
4107.72
2245.73%0
142026-03-092026-03-133099112.003250122.25150399.15(4.92%)610.96
3851.61
2225.01%0
152026-03-022026-03-063064241.003099723.0034874.52(1.15%)607.42
3691.50
2209.97%0
162026-02-132026-02-272996070.503064848.5068179.75(2.28%)598.31
3676.78
2206.48%0
172026-02-062026-02-122704031.502996668.75292099.47(10.87%)537.66
3581.41
2199.67%0
182026-01-302026-02-052850727.002704569.25-146724.75(-5.18%)567.04
3230.73
2170.46%0
192026-01-232026-01-292816133.502851294.0034610.09(1.26%)550.52
3349.33
2185.13%0
202026-01-162026-01-222886041.252816684.00-69934.10(-2.43%)576.75
3381.35
2181.67%0
212026-01-092026-01-152736336.252886618.00149735.33(5.48%)546.31
3462.38
2188.66%0
222025-12-312026-01-082763230.502736882.50-26900.43(-0.97%)552.58
3287.79
2173.69%0
232025-12-242025-12-302804598.252763783.00-41371.38(-1.49%)556.05
3291.26
2176.38%0
242025-12-172025-12-232604887.502805154.25199750.11(7.74%)516.23
3341.71
2180.52%0
252025-12-102025-12-162836214.252605404.00-231371.88(-8.24%)561.72
3097.08
2160.54%0
262025-12-032025-12-092480352.752836776.00355927.56(14.37%)495.44
3404.46
2183.68%0
272025-11-262025-12-022275422.502480848.25204980.53(9.21%)445.34
2922.09
2148.08%0
282025-11-192025-11-252310277.002275867.75-34866.61(-1.53%)457.24
2705.37
2127.59%0
292025-11-122025-11-182465876.002310734.50-155632.69(-6.34%)491.15
2764.03
2131.07%0
302025-11-052025-11-112435372.002466367.2530508.41(1.25%)486.83
2961.75
2146.64%0
312025-10-292025-11-042486131.502435858.75-50769.84(-2.04%)497.05
2925.49
2143.59%0
322025-10-222025-10-282175509.252486628.50310685.56(14.32%)433.94
2980.58
2148.66%0
332025-09-302025-10-142371119.252175943.00-195642.75(-8.39%)466.38
2567.16
2117.59%0
342025-09-232025-09-292539308.502371585.75-168226.00(-6.69%)503.07
2820.56
2137.16%0
352025-09-162025-09-222528279.502539811.7511034.74(0.44%)497.55
3002.72
2153.98%0
362025-09-092025-09-152633930.752528777.00-105680.44(-4.01%)526.70
3037.66
1152.88%0
372025-09-022025-09-083035248.502634457.50-401392.46(-13.34%)601.62
3132.52
2163.45%0
382025-08-262025-09-013069708.253035850.00-34471.90(-1.12%)613.47
3644.55
2203.59%0
392025-08-192025-08-252893328.753070321.75176419.44(6.15%)573.68
3658.85
2207.03%0
402025-08-122025-08-182845655.252893902.2547678.15(1.68%)568.89
3475.39
2189.39%0
412025-08-052025-08-112783677.002846224.0061990.71(2.23%)556.36
3417.31
2184.62%0
422025-07-292025-08-042855003.252784233.25-71340.79(-2.50%)570.80
3343.86
2178.42%0
432025-07-222025-07-282888284.502855574.00-33287.99(-1.15%)577.59
3430.43
2185.56%0
442025-07-152025-07-212829217.002888862.0059079.88(2.09%)564.91
3465.18
2188.89%0
452025-07-082025-07-142639988.002829782.00189266.14(7.17%)527.78
3398.51
2182.98%0
462025-07-012025-07-072630000.502640515.759989.44(0.38%)525.73
3170.79
2164.05%0
472025-06-242025-06-302392547.002630526.25237500.91(9.93%)478.35
3159.50
2163.05%0
482025-06-172025-06-232443140.252393025.25-50603.49(-2.07%)488.47
2874.11
2139.30%0
492025-06-102025-06-162441021.502443628.752119.17(0.09%)488.05
2934.95
2144.36%0
502025-06-032025-06-092313907.752441509.50127139.10(5.50%)462.47
2931.45
2144.15%0
512025-05-262025-05-302312269.502314370.251640.43(0.07%)460.55
2769.17
2131.44%0
522025-05-192025-05-232295525.752312730.0016744.96(0.73%)459.00
2778.00
2131.27%0
532025-05-122025-05-162334457.502295985.00-38939.01(-1.67%)466.55
2756.44
2129.60%0
542025-04-302025-05-092218130.752334924.00116349.57(5.25%)443.56
2804.85
2133.49%0
552025-04-232025-04-292240551.002218574.50-22424.52(-1.00%)447.78
2663.51
2121.86%0
562025-04-162025-04-222161462.002240999.0079104.96(3.66%)432.04
2690.94
2124.10%0
572025-04-012025-04-082747455.502161894.00-586108.78(-21.42%)547.25
2583.92
2116.19%0
582025-03-252025-03-312895179.002748002.75-147752.25(-5.13%)575.99
3283.29
2174.80%0
592025-03-182025-03-243056432.752895755.00-161288.85(-5.28%)611.07
3477.77
2189.58%0
602025-03-112025-03-173020971.503057043.7535468.21(1.17%)603.89
3671.01
2205.70%0
612025-03-042025-03-103034657.253021575.50-13688.38(-0.45%)606.82
3629.57
1202.16%0
622025-02-252025-03-033092424.503035264.00-57778.83(-1.87%)618.44
3646.44
2203.53%0
632025-02-182025-02-242993050.253093043.0099394.33(3.32%)598.46
3715.23
2209.30%0
642025-02-112025-02-172946570.752993648.7546488.90(1.58%)589.18
3595.88
2199.36%0
652025-01-272025-02-103281857.002947159.75-335351.95(-10.25%)654.62
3530.32
2194.72%0
662025-01-202025-01-243302391.253282511.75-20539.94(-0.62%)660.43
3943.46
2228.25%0
672025-01-132025-01-172939822.503303051.75362642.04(12.35%)587.32
3964.58
2230.31%0
682025-01-062025-01-102713268.002940409.75226599.45(8.36%)542.27
3530.41
2194.04%0
692024-12-272025-01-032950499.002713810.25-237276.26(-8.08%)587.33
3243.84
2171.38%0
702024-12-202024-12-262902645.752951086.5047861.97(1.65%)578.81
3535.24
2195.11%0
712024-12-132024-12-192993701.252903224.50-91075.16(-3.04%)598.53
3486.81
2190.32%0
722024-12-062024-12-122928614.002994299.7565100.21(2.22%)585.67
3597.18
2199.43%0
732024-11-292024-12-052867627.252929199.5060999.11(2.13%)572.98
3515.98
2192.92%0
742024-11-222024-11-282987542.002868200.25-119939.09(-4.02%)597.34
3444.99
1186.82%0
752024-11-152024-11-213099797.502988139.25-112277.50(-3.62%)619.47
3587.14
2198.81%0
762024-11-082024-11-143069028.003100416.7530775.89(1.00%)613.00
3720.14
2210.04%0
772024-11-012024-11-073010978.253069641.0058060.71(1.93%)601.88
3686.12
2206.96%0
782024-10-252024-10-313123139.753011580.25-112182.44(-3.60%)623.11
3609.09
2201.16%0
792024-10-182024-10-242610395.753123762.75512845.25(19.65%)522.02
3752.67
2212.38%0
802024-10-112024-10-172726377.252610917.50-116005.01(-4.26%)545.11
3135.90
2161.09%0
812024-09-272024-10-102242911.002726922.50483563.35(21.57%)448.32
3274.68
2172.69%0
822024-09-202024-09-262142683.252243359.25100247.46(4.68%)428.47
2694.89
2124.34%0
832024-09-112024-09-192174453.002143111.75-31775.92(-1.46%)434.77
2574.10
2114.31%0
842024-09-042024-09-102218432.252174887.75-43987.82(-1.98%)443.44
2611.50
2117.49%0
852024-08-282024-09-032174105.752218875.5044334.98(2.04%)434.79
2665.64
2121.89%0
862024-08-212024-08-272158185.002174540.5015924.36(0.74%)431.41
2611.20
2117.45%0
872024-08-142024-08-202089147.252158616.2569052.28(3.31%)416.74
2586.89
2115.86%0
882024-08-072024-08-132077763.382089564.0011385.16(0.55%)415.45
2509.88
2108.96%0
892024-07-312024-08-062070932.132078178.756832.69(0.33%)413.99
2495.64
2107.82%0
902024-07-242024-07-302049618.882071346.1321317.46(1.04%)409.76
2487.63
2107.13%0
912024-07-172024-07-232089533.132050028.63-39922.29(-1.91%)417.83
2462.51
2105.00%0
922024-07-102024-07-162142486.002089950.88-52962.31(-2.48%)427.19
2503.09
2109.00%0
932024-07-032024-07-092209709.752142913.25-67236.34(-3.06%)439.77
2561.51
2114.29%0
942024-06-262024-07-022135440.502210149.5074283.44(3.49%)425.55
2646.12
2121.01%0
952024-06-192024-06-252328710.752135866.00-193310.59(-8.30%)465.62
2565.36
2113.59%0
962024-06-122024-06-182102954.252329176.50225803.48(10.79%)418.73
2787.19
2132.92%0
972024-06-042024-06-112241819.252103373.00-138894.68(-6.20%)448.27
2526.54
2110.34%0
982024-05-282024-06-032226148.502242267.7515674.84(0.71%)444.58
2690.04
2124.23%0
992024-05-212024-05-272354097.502226593.00-127975.14(-5.44%)470.63
2673.96
2122.66%0
1002024-05-142024-05-202320747.002354568.0033357.20(1.44%)463.70
2826.20
2135.46%0
1012024-05-072024-05-132471821.502321210.75-151105.03(-6.12%)494.20
2787.84
2132.12%0
1022024-04-252024-05-062442757.502472315.7529069.82(1.19%)488.44
2969.66
2147.23%0
1032024-04-182024-04-242670813.752443246.00-228098.53(-8.59%)530.79
2915.18
2144.32%0
1042024-04-112024-04-172668771.002671344.502041.47(0.08%)532.21
3200.20
2167.13%0
1052024-04-022024-04-102833639.752669303.00-164903.43(-5.82%)566.62
3206.37
2166.93%0
1062024-03-262024-04-012843708.752834206.25-10070.86(-0.35%)568.50
3403.70
2183.42%0
1072024-03-192024-03-252826721.002844277.0016990.88(0.60%)565.15
3416.06
2184.43%0
1082024-03-122024-03-182757617.752827286.0069117.07(2.51%)551.12
3394.37
2182.73%0
1092024-03-052024-03-112738202.502758168.7519418.75(0.71%)547.40
3312.33
2175.82%0
1102024-02-272024-03-042569513.752738750.00168722.42(6.57%)513.72
3289.37
2173.88%0
1112024-02-202024-02-262451868.252570027.50117668.92(4.80%)490.19
3086.64
2157.00%0
1122024-02-052024-02-191985650.132452358.50466312.50(23.57%)395.74
2938.02
2145.24%0
1132024-01-292024-02-022270101.501986045.88-284509.69(-12.54%)453.94
2385.62
298.60%0
1142024-01-222024-01-262316125.502270555.50-46031.92(-1.99%)461.98
2720.44
2127.06%0
1152024-01-152024-01-192148410.752316587.50167748.17(7.83%)428.44
2775.77
2131.66%0
1162024-01-082024-01-122207101.752148839.25-58703.81(-2.66%)441.20
2580.36
2114.88%0
1172023-12-292024-01-052201273.252207543.005829.89(0.26%)440.21
2651.99
2120.75%0
1182023-12-222023-12-282296826.752201713.25-95571.50(-4.17%)457.99
2636.99
2120.17%0
1192023-12-152023-12-212402302.752297284.75-105498.34(-4.39%)480.15
2758.19
2129.73%0
1202023-12-082023-12-142371397.502402783.0030911.50(1.30%)474.06
2885.51
2140.28%0
1212023-12-012023-12-072438081.252371871.50-66697.17(-2.74%)487.40
2848.36
2137.19%0
1222023-11-242023-11-302439946.252438568.75-1864.27(-0.08%)486.85
2922.94
2143.86%0
1232023-11-172023-11-232524844.002440433.00-84915.66(-3.36%)504.77
2930.86
2144.04%0
1242023-11-102023-11-162436185.752525348.7588675.76(3.64%)487.15
3033.55
2152.53%0
1252023-11-032023-11-092310089.252436673.00126121.86(5.46%)461.96
2927.16
2143.67%0
1262023-10-272023-11-022334140.502310551.25-24056.07(-1.03%)466.71
2775.31
2131.06%0
1272023-10-202023-10-262299265.752334607.2534881.72(1.52%)459.65
2803.66
2133.46%0
1282023-10-132023-10-192380295.252299725.50-81045.66(-3.41%)475.97
2762.45
2129.97%0
1292023-09-282023-10-122279911.752380771.25100403.86(4.41%)455.65
2858.35
2138.08%0
1302023-09-212023-09-272060010.382280367.50219945.25(10.68%)411.88
2739.00
1128.04%0
1312023-09-142023-09-202133996.752060422.25-74001.22(-3.47%)426.72
2475.01
2106.04%0
1322023-09-072023-09-131963752.632134423.50170278.31(8.68%)392.54
2563.14
2113.44%0
1332023-08-312023-09-061948835.131964145.2514920.59(0.77%)389.46
2357.97
296.41%0
1342023-08-242023-08-301969657.881949224.63-20826.86(-1.06%)393.71
2340.55
294.92%0
1352023-08-102023-08-162053496.381970051.50-83855.53(-4.08%)410.62
2366.44
297.01%0
1362023-08-032023-08-092052544.382053907.00952.49(0.05%)410.12
2465.34
2105.39%0
1372023-07-272023-08-022039361.882052954.5013184.96(0.65%)407.67
2465.31
2105.30%0
1382023-07-202023-07-262180095.002039769.50-140761.45(-6.46%)435.80
2449.36
2103.98%0
1392023-07-132023-07-192007532.752180531.00172597.59(8.61%)400.77
2615.33
1118.05%0
1402023-07-062023-07-122109963.752007933.50-102451.96(-4.86%)421.92
2411.97
2100.79%0
1412023-06-292023-07-052036732.632110385.5073245.63(3.60%)407.28
2535.10
1111.04%0
1422023-06-202023-06-282212873.252037139.88-176175.15(-7.97%)441.95
2443.75
2103.71%0
1432023-06-132023-06-191860475.502213315.00352469.05(19.02%)370.55
2649.89
2121.33%0
1442023-06-062023-06-121601465.131860846.00259061.44(16.22%)319.46
2230.70
286.08%0
1452023-05-302023-06-051529133.881601784.6372344.97(4.73%)305.82
1924.39
260.18%0
1462023-05-232023-05-291516741.381529439.6312395.60(0.82%)302.68
1833.54
252.94%0
1472023-05-162023-05-221465470.881517044.0051280.47(3.50%)292.64
1819.94
251.70%0
1482023-05-092023-05-151469218.631465763.50-3748.26(-0.26%)292.99
1755.92
246.58%0
1492023-04-272023-05-081376489.881469511.7592746.93(6.75%)274.88
1763.00
246.95%0
1502023-04-202023-04-261497134.131376764.75-120668.08(-8.08%)298.80
1650.33
237.68%0
1512023-04-132023-04-191361711.001497432.88135450.22(9.97%)271.60
1794.60
249.74%0
1522023-04-062023-04-121326536.881361982.6335180.61(2.65%)265.16
1635.47
236.20%0
1532023-03-292023-04-041230842.881326802.0095713.29(7.79%)245.76
1591.64
232.68%0
1542023-03-222023-03-281219227.751231088.6311617.46(0.95%)243.33
1475.97
223.11%0
1552023-03-152023-03-211114615.751219471.13104632.68(9.39%)222.75
1464.10
221.95%0
1562023-03-082023-03-141127711.501114838.50-13098.07(-1.16%)225.01
1336.22
211.48%0
1572023-03-012023-03-071111600.131127936.6316114.17(1.45%)222.23
1354.61
212.79%0
1582023-02-222023-02-281083734.501111822.3827871.53(2.58%)216.42
1333.81
211.18%0
1592023-02-152023-02-211142586.881083950.88-58863.58(-5.17%)227.73
1297.56
28.40%0
1602023-02-082023-02-141105990.251142814.5036603.00(3.31%)221.16
1372.81
214.28%0
1612023-02-012023-02-071028867.501106211.5077138.52(7.51%)205.51
1327.49
210.62%0
1622023-01-182023-01-31991556.561029073.0037318.36(3.77%)197.99
1234.44
22.91%0
1632023-01-112023-01-17986130.56991754.635427.45(0.55%)196.69
1188.29
2-0.82%0
1642023-01-042023-01-10988364.75986327.19-2235.00(-0.23%)197.43
1183.53
2-1.37%0
1652022-12-132022-12-191012259.38988562.19-23899.38(-2.36%)202.20
1186.18
2-1.14%0
1662022-12-062022-12-121040089.881012461.56-27836.12(-2.68%)207.82
1215.24
21.25%0
1672022-11-292022-12-05968746.881040297.6971357.10(7.37%)193.65
1249.25
14.03%0
1682022-11-222022-11-281005310.13968940.56-36570.36(-3.64%)200.80
1162.53
2-3.11%0
1692022-11-152022-11-21983988.751005510.9421325.58(2.17%)196.59
1206.80
20.55%0
1702022-11-082022-11-141029587.63984185.38-45608.00(-4.43%)205.77
1181.56
2-1.58%0
1712022-11-012022-11-071003973.881029793.3825618.80(2.55%)200.68
1236.52
22.98%0
1722022-10-252022-10-31999800.191004174.564174.59(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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