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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08月04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
12026-08-032026-08-04持仓中4568009.004745210.00(持仓中)176287.42(3.86%)913.57
0.00
1374.52%0
22026-07-272026-07-315702730.004568922.50-1134948.11(-19.91%)1140.31
5487.87
1356.89%0
32026-07-202026-07-245188563.505703870.50514269.69(9.91%)1037.40
6850.99
1470.39%0
42026-07-132026-07-175298176.005189601.00-109631.78(-2.08%)1056.36
6215.36
2418.96%0
52026-06-292026-07-036131381.005299232.50-833354.70(-13.81%)1206.54
6248.16
2429.92%0
62026-06-222026-06-266532863.006132587.50-401557.89(-6.26%)1282.23
7221.70
2513.26%0
72026-06-122026-06-186026413.006534145.50506536.13(8.47%)1196.45
7797.31
2553.41%0
82026-06-052026-06-116443747.506027609.50-417417.24(-6.53%)1279.07
7183.68
2502.76%0
92026-05-292026-06-046068960.006445026.50374866.91(6.25%)1199.33
7656.44
2544.50%0
102026-05-222026-05-285251561.006070159.50817573.60(15.96%)1024.79
7139.64
2507.02%0
112026-05-152026-05-215406227.505252586.00-154712.95(-2.89%)1071.29
6250.90
2425.26%0
122026-05-082026-05-144425794.505407299.00980629.95(22.42%)874.64
6433.38
2440.73%0
132026-04-282026-05-074479200.004426669.00-53421.73(-1.20%)890.77
5287.92
2342.67%0
142026-04-212026-04-274467697.004480090.5011506.78(0.26%)886.46
5340.07
2348.01%0
152026-04-142026-04-204143700.504468583.50324064.76(7.92%)818.41
5306.71
2346.86%0
162026-04-072026-04-133643997.754144519.00499792.92(13.72%)728.30
4976.38
2314.45%0
172026-03-302026-04-033556874.503644726.0087145.72(2.47%)705.76
4345.20
2264.47%0
182026-03-232026-03-273473755.753557580.2583136.33(2.42%)688.20
4234.89
2255.76%0
192026-03-162026-03-203266596.753474444.00207205.02(6.45%)642.23
4107.72
2247.44%0
202026-03-092026-03-133115071.753267239.00151544.82(4.87%)622.68
3923.42
2226.72%0
212026-03-022026-03-063080479.253115694.2534606.11(1.14%)608.82
3699.61
2211.57%0
222026-02-132026-02-273011987.503081088.0068499.39(2.28%)601.10
3693.95
2208.11%0
232026-02-062026-02-122716438.003012588.75295608.15(10.90%)542.51
3614.78
2201.26%0
242026-01-302026-02-052863224.252716980.50-146812.35(-5.17%)568.43
3238.95
2171.70%0
252026-01-232026-01-292826479.002863792.7536749.51(1.30%)564.22
3434.22
2186.38%0
262026-01-162026-01-222896821.752827043.25-70357.58(-2.43%)579.13
3395.14
2182.70%0
272026-01-092026-01-152746348.252897401.00150503.80(5.49%)548.68
3477.53
2189.74%0
282025-12-312026-01-082773194.502746897.00-26851.14(-0.97%)553.52
3293.54
2174.69%0
292025-12-242025-12-302814634.002773748.25-41442.90(-1.49%)557.13
3297.69
2177.37%0
302025-12-172025-12-232614762.752815191.25199911.42(7.73%)517.16
3347.47
2181.52%0
312025-12-102025-12-162846090.002615279.75-231371.88(-8.24%)561.72
3097.08
2161.53%0
322025-12-032025-12-092489775.252846651.75356380.23(14.36%)496.27
3409.96
2184.67%0
332025-11-262025-12-022278230.502490271.50211586.13(9.30%)454.83
2987.01
2149.03%0
342025-11-192025-11-252313144.002278685.25-34916.37(-1.53%)457.50
2706.87
2127.87%0
352025-11-122025-11-182468783.002313601.75-155672.52(-6.34%)491.41
2765.59
2131.36%0
362025-11-052025-11-112438249.002469274.2530537.86(1.25%)487.48
2965.66
2146.93%0
372025-10-292025-11-042489023.502438736.25-50784.62(-2.04%)497.45
2927.87
2143.87%0
382025-10-222025-10-282178401.752489521.00310685.56(14.32%)433.94
2980.58
2148.95%0
392025-09-302025-10-142374011.752178835.50-195642.75(-8.39%)466.38
2567.16
2117.88%0
402025-09-232025-09-292542323.502374478.25-168348.69(-6.69%)503.56
2823.36
2137.45%0
412025-09-162025-09-222531311.502542827.0011017.59(0.44%)498.03
3005.58
2154.28%0
422025-09-092025-09-152637078.502531809.50-105796.34(-4.01%)527.28
3040.99
1153.18%0
432025-09-022025-09-083042615.502637605.75-405617.77(-13.34%)608.22
3167.13
2163.76%0
442025-08-262025-09-013077177.753043223.50-34569.32(-1.12%)615.29
3655.35
2204.32%0
452025-08-192025-08-252897989.253077793.00179224.17(6.19%)579.37
3696.43
2207.78%0
462025-08-122025-08-182850243.752898568.7547755.06(1.68%)569.83
3481.14
2189.86%0
472025-08-052025-08-112788169.002850813.7562087.70(2.23%)557.27
3422.91
2185.08%0
482025-07-292025-08-042859615.752788726.25-71461.34(-2.50%)571.75
3349.45
2178.87%0
492025-07-222025-07-282892950.752860187.50-33341.76(-1.15%)578.43
3435.36
2186.02%0
502025-07-152025-07-212833715.502893529.2559247.54(2.09%)566.21
3473.22
2189.35%0
512025-07-082025-07-142644234.252834281.75189518.92(7.17%)528.60
3403.72
2183.43%0
522025-07-012025-07-072634216.502644762.7510019.69(0.38%)526.54
3175.73
2164.48%0
532025-06-242025-06-302396397.002634743.00237867.14(9.93%)479.10
3164.43
2163.47%0
542025-06-172025-06-232447083.502396876.00-50696.66(-2.07%)489.36
2879.39
2139.69%0
552025-06-102025-06-162444963.752447572.752120.16(0.09%)488.64
2938.47
2144.76%0
562025-06-032025-06-092317591.002445452.50127397.95(5.50%)463.44
2937.62
2144.55%0
572025-05-262025-05-302315941.002318054.501652.67(0.07%)460.95
2771.54
2131.81%0
582025-05-192025-05-232299178.502316402.0016764.06(0.73%)459.56
2781.35
2131.64%0
592025-05-122025-05-162338210.252299638.00-39039.80(-1.67%)467.54
2762.25
2129.96%0
602025-04-302025-05-092221703.002338677.75116530.48(5.25%)444.25
2809.25
2133.87%0
612025-04-232025-04-292244112.002222147.25-22412.73(-1.00%)448.07
2665.23
2122.21%0
622025-04-162025-04-222164870.502244560.0079256.51(3.66%)432.94
2696.49
2124.46%0
632025-04-012025-04-082750865.002165303.50-586108.78(-21.42%)547.25
2583.92
2116.53%0
642025-03-252025-03-312898588.502751412.25-147752.25(-5.13%)575.99
3283.29
2175.14%0
652025-03-182025-03-243060027.002899164.50-161474.24(-5.28%)611.78
3481.85
2189.92%0
662025-03-112025-03-173024525.503060638.7535508.71(1.17%)604.47
3674.54
2206.06%0
672025-03-042025-03-103038228.253025130.00-13705.76(-0.45%)607.59
3634.18
1202.51%0
682025-02-252025-03-033096047.253038835.75-57830.46(-1.87%)618.97
3649.54
2203.88%0
692025-02-182025-02-242996546.253096666.2599520.79(3.32%)599.23
3720.00
2209.67%0
702025-02-112025-02-172950004.252997145.5046551.46(1.58%)589.80
3599.70
2199.71%0
712025-01-272025-02-103285291.252950594.00-335351.95(-10.25%)654.62
3530.32
2195.06%0
722025-01-202025-01-243305862.003285946.00-20577.05(-0.62%)661.02
3946.97
2228.59%0
732025-01-132025-01-172941715.253306523.00364220.04(12.39%)587.91
3970.00
2230.65%0
742025-01-062025-01-102713006.252942303.00228754.18(8.44%)542.35
3533.50
1194.23%0
752024-12-272025-01-032952127.752713548.75-239169.31(-8.10%)590.23
3258.99
2171.35%0
762024-12-202024-12-262904326.502952718.0047812.37(1.65%)579.05
3536.61
2195.27%0
772024-12-132024-12-192995458.252904905.50-91152.07(-3.04%)599.05
3489.80
2190.49%0
782024-12-062024-12-122930370.502996057.5065101.36(2.22%)585.80
3597.92
2199.61%0
792024-11-292024-12-052868675.002930956.2561707.89(2.15%)573.16
3517.90
2193.10%0
802024-11-222024-11-282988643.752869248.25-119993.21(-4.02%)597.61
3446.55
1186.92%0
812024-11-152024-11-213100899.752989241.50-112277.50(-3.62%)619.47
3587.14
2198.92%0
822024-11-082024-11-143070130.253101519.0030775.89(1.00%)613.00
3720.14
2210.15%0
832024-11-012024-11-073012080.503070743.2558060.71(1.93%)601.88
3686.12
2207.07%0
842024-10-252024-10-313124242.003012682.50-112182.44(-3.60%)623.11
3609.09
2201.27%0
852024-10-182024-10-242611418.503124865.00512924.52(19.65%)522.11
3753.31
2212.49%0
862024-10-112024-10-172727400.252611940.50-116005.01(-4.26%)545.11
3135.90
2161.19%0
872024-09-272024-10-102243668.252727945.50483828.78(21.58%)448.50
3276.07
2172.79%0
882024-09-202024-09-262143440.752244116.75100247.46(4.68%)428.47
2694.89
2124.41%0
892024-09-112024-09-192175219.002143869.25-31784.48(-1.46%)434.85
2574.58
2114.39%0
902024-09-042024-09-102219203.502175653.75-43993.13(-1.98%)443.64
2612.70
2117.57%0
912024-08-282024-09-032174864.752219647.0044347.41(2.04%)434.87
2666.13
2121.96%0
922024-08-212024-08-272158902.502175299.5015965.35(0.74%)431.60
2612.42
2117.53%0
932024-08-142024-08-202089849.752159334.2569067.63(3.31%)416.83
2587.45
2115.93%0
942024-08-072024-08-132078465.882090266.5011385.16(0.55%)415.45
2509.88
2109.03%0
952024-07-312024-08-062071632.132078881.256835.09(0.33%)414.08
2496.16
2107.89%0
962024-07-242024-07-302050304.132072046.2521332.23(1.04%)409.93
2488.68
2107.20%0
972024-07-172024-07-232090231.882050714.00-39935.92(-1.91%)417.92
2463.04
2105.07%0
982024-07-102024-07-162143185.002090649.88-52962.31(-2.48%)427.19
2503.09
2109.06%0
992024-07-032024-07-092210435.252143612.25-67262.94(-3.06%)439.86
2562.02
2114.36%0
1002024-06-262024-07-022136166.252210875.2574283.44(3.49%)425.55
2646.12
2121.09%0
1012024-06-192024-06-252329436.502136591.75-193310.59(-8.30%)465.62
2565.36
2113.66%0
1022024-06-122024-06-182103680.002329902.25225803.48(10.79%)418.73
2787.19
2132.99%0
1032024-06-042024-06-112242545.002104098.75-138894.68(-6.20%)448.27
2526.54
2110.41%0
1042024-05-282024-06-032226866.752242993.5015682.17(0.71%)444.67
2690.61
2124.30%0
1052024-05-212024-05-272354884.002227311.25-128043.51(-5.44%)470.83
2675.12
2122.73%0
1062024-05-142024-05-202321514.752355354.7533376.32(1.44%)463.80
2826.78
2135.54%0
1072024-05-072024-05-132472608.002321978.50-151123.69(-6.11%)494.30
2788.39
2132.20%0
1082024-04-252024-05-062443502.502473102.2529111.14(1.19%)488.53
2970.25
2147.31%0
1092024-04-182024-04-242672977.252443991.25-229520.39(-8.59%)534.38
2935.04
2144.40%0
1102024-04-112024-04-172670989.002673511.501989.86(0.07%)532.45
3201.57
2167.35%0
1112024-04-022024-04-102835988.002671521.50-165033.66(-5.82%)567.08
3208.94
2167.15%0
1122024-03-262024-04-012846067.252836555.00-10081.31(-0.35%)569.04
3406.92
2183.66%0
1132024-03-192024-03-252829067.752846636.2517002.81(0.60%)565.63
3418.95
2184.66%0
1142024-03-122024-03-182759967.502829633.5069114.53(2.51%)551.37
3395.87
2182.96%0
1152024-03-052024-03-112740544.252760519.0019426.83(0.71%)547.84
3315.00
2176.05%0
1162024-02-272024-03-042571689.002741092.25168888.85(6.57%)514.23
3292.63
2174.11%0
1172024-02-202024-02-262453950.502572203.25117762.15(4.80%)490.58
3089.12
2157.22%0
1182024-02-052024-02-191987732.752454441.00466312.50(23.57%)395.74
2938.02
2145.44%0
1192024-01-292024-02-022272440.751988128.50-284766.52(-12.53%)454.36
2387.83
298.81%0
1202024-01-222024-01-262318470.752272895.00-46038.12(-1.99%)462.65
2724.47
2127.29%0
1212024-01-152024-01-192150638.252318933.25167865.38(7.82%)429.43
2781.86
2131.89%0
1222024-01-082024-01-122209404.002151067.75-58777.86(-2.66%)441.76
2583.65
2115.11%0
1232023-12-292024-01-052203568.752209845.755836.40(0.27%)440.43
2653.27
2120.98%0
1242023-12-222023-12-282299154.002204009.25-95602.97(-4.17%)458.21
2638.24
2120.40%0
1252023-12-152023-12-212404759.002299612.25-105627.41(-4.39%)480.75
2761.65
2129.96%0
1262023-12-082023-12-142373819.502405239.7530945.91(1.30%)474.51
2888.24
2140.52%0
1272023-12-012023-12-072440569.502374293.75-66763.76(-2.74%)487.89
2851.26
2137.43%0
1282023-11-242023-11-302442338.002441057.50-1768.49(-0.07%)488.15
2930.86
2144.11%0
1292023-11-172023-11-232527323.502442826.00-85002.53(-3.37%)505.05
2932.45
2144.28%0
1302023-11-102023-11-162438580.752527828.5088760.30(3.64%)487.65
3036.61
2152.78%0
1312023-11-032023-11-092312439.752439068.25126166.36(5.46%)462.16
2928.45
2143.91%0
1322023-10-272023-11-022336502.252312902.00-24067.47(-1.03%)467.20
2778.23
2131.29%0
1332023-10-202023-10-262301577.252336969.5034932.13(1.52%)460.29
2807.59
2133.70%0
1342023-10-132023-10-192382632.502302037.50-81071.07(-3.41%)476.18
2763.66
2130.20%0
1352023-09-282023-10-122282121.002383108.50100531.36(4.41%)456.22
2861.97
2138.31%0
1362023-09-212023-09-272060010.502282577.25222154.95(10.79%)411.83
2741.34
1128.26%0
1372023-09-142023-09-202133996.752060422.25-74001.22(-3.47%)426.72
2475.01
2106.04%0
1382023-09-072023-09-131963752.632134423.50170278.31(8.68%)392.54
2563.14
2113.44%0
1392023-08-312023-09-061948835.131964145.2514920.59(0.77%)389.46
2357.97
296.41%0
1402023-08-242023-08-301969657.881949224.63-20826.86(-1.06%)393.71
2340.55
294.92%0
1412023-08-102023-08-162053496.381970051.50-83855.53(-4.08%)410.62
2366.44
297.01%0
1422023-08-032023-08-092052544.382053907.00952.49(0.05%)410.12
2465.34
2105.39%0
1432023-07-272023-08-022039361.882052954.5013184.96(0.65%)407.67
2465.31
2105.30%0
1442023-07-202023-07-262180095.002039769.50-140761.45(-6.46%)435.80
2449.36
2103.98%0
1452023-07-132023-07-192007532.752180531.00172597.59(8.61%)400.77
2615.33
1118.05%0
1462023-07-062023-07-122109963.752007933.50-102451.96(-4.86%)421.92
2411.97
2100.79%0
1472023-06-292023-07-052036732.632110385.5073245.63(3.60%)407.28
2535.10
1111.04%0
1482023-06-202023-06-282212873.252037139.88-176175.15(-7.97%)441.95
2443.75
2103.71%0
1492023-06-132023-06-191860475.502213315.00352469.05(19.02%)370.55
2649.89
2121.33%0
1502023-06-062023-06-121601465.131860846.00259061.44(16.22%)319.46
2230.70
286.08%0
1512023-05-302023-06-051529133.881601784.6372344.97(4.73%)305.82
1924.39
260.18%0
1522023-05-232023-05-291516741.381529439.6312395.60(0.82%)302.68
1833.54
252.94%0
1532023-05-162023-05-221465470.881517044.0051280.47(3.50%)292.64
1819.94
251.70%0
1542023-05-092023-05-151469218.631465763.50-3748.26(-0.26%)292.99
1755.92
246.58%0
1552023-04-272023-05-081376489.881469511.7592746.93(6.75%)274.88
1763.00
246.95%0
1562023-04-202023-04-261497134.131376764.75-120668.08(-8.08%)298.80
1650.33
237.68%0
1572023-04-132023-04-191361711.001497432.88135450.22(9.97%)271.60
1794.60
249.74%0
1582023-04-062023-04-121326536.881361982.6335180.61(2.65%)265.16
1635.47
236.20%0
1592023-03-292023-04-041230842.881326802.0095713.29(7.79%)245.76
1591.64
232.68%0
1602023-03-222023-03-281219227.751231088.6311617.46(0.95%)243.33
1475.97
223.11%0
1612023-03-152023-03-211114615.751219471.13104632.68(9.39%)222.75
1464.10
221.95%0
1622023-03-082023-03-141127711.501114838.50-13098.07(-1.16%)225.01
1336.22
211.48%0
1632023-03-012023-03-071111600.131127936.6316114.17(1.45%)222.23
1354.61
212.79%0
1642023-02-222023-02-281083734.501111822.3827871.53(2.58%)216.42
1333.81
211.18%0
1652023-02-152023-02-211142586.881083950.88-58863.58(-5.17%)227.73
1297.56
28.40%0
1662023-02-082023-02-141105990.251142814.5036603.00(3.31%)221.16
1372.81
214.28%0
1672023-02-012023-02-071028867.501106211.5077138.52(7.51%)205.51
1327.49
210.62%0
1682023-01-182023-01-31991556.561029073.0037318.36(3.77%)197.99
1234.44
22.91%0
1692023-01-112023-01-17986130.56991754.635427.45(0.55%)196.69
1188.29
2-0.82%0
1702023-01-042023-01-10988364.75986327.19-2235.00(-0.23%)197.43
1183.53
2-1.37%0
1712022-12-132022-12-191012259.38988562.19-23899.38(-2.36%)202.20
1186.18
2-1.14%0
1722022-12-062022-12-121040089.881012461.56-27836.12(-2.68%)207.82
1215.24
21.25%0
1732022-11-292022-12-05968746.881040297.6971357.10(7.37%)193.65
1249.25
14.03%0
1742022-11-222022-11-281005310.13968940.56-36570.36(-3.64%)200.80
1162.53
2-3.11%0
1752022-11-152022-11-21983988.751005510.9421325.58(2.17%)196.59
1206.80
20.55%0
1762022-11-082022-11-141029587.63984185.38-45608.00(-4.43%)205.77
1181.56
2-1.58%0
1772022-11-012022-11-071003973.881029793.3825618.80(2.55%)200.68
1236.52
22.98%0
1782022-10-252022-10-31999800.191004174.564174.59(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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