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25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 |
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 |
1 | 2025-06-24 | - | 2466660.50 | 2640625.50(持仓中) | 173471.98(7.04%) | 492.89 - | 2 | 164.06% | 0 |
2 | 2025-06-17 | 2025-06-23 | 2515440.75 | 2467153.50 | -48790.00(-1.94%) | 502.92 2963.13 | 2 | 146.72% | 0 |
3 | 2025-06-10 | 2025-06-16 | 2524263.75 | 2515943.50 | -8824.99(-0.35%) | 504.77 3022.26 | 2 | 151.59% | 0 |
4 | 2025-06-03 | 2025-06-09 | 2458795.50 | 2524768.50 | 65481.18(2.66%) | 491.70 3033.03 | 2 | 152.48% | 0 |
5 | 2025-05-26 | 2025-05-30 | 2353519.75 | 2459287.25 | 105297.83(4.48%) | 469.87 2949.68 | 2 | 145.93% | 0 |
6 | 2025-05-19 | 2025-05-23 | 2358406.50 | 2353989.50 | -4888.19(-0.21%) | 471.45 2826.80 | 2 | 135.40% | 0 |
7 | 2025-05-12 | 2025-05-16 | 2432873.25 | 2358877.75 | -74481.95(-3.06%) | 486.47 2833.44 | 2 | 135.89% | 0 |
8 | 2025-04-30 | 2025-05-09 | 2300449.75 | 2433359.75 | 132449.84(5.76%) | 460.03 2923.20 | 2 | 143.34% | 0 |
9 | 2025-04-23 | 2025-04-29 | 2323729.75 | 2300909.75 | -23283.64(-1.00%) | 463.68 2757.98 | 2 | 130.09% | 0 |
10 | 2025-04-16 | 2025-04-22 | 2273958.00 | 2324193.50 | 49781.23(2.19%) | 454.15 2788.55 | 2 | 132.42% | 0 |
11 | 2025-04-01 | 2025-04-08 | 2886070.50 | 2274412.25 | -612234.51(-21.25%) | 576.26 2726.86 | 2 | 127.44% | 0 |
12 | 2025-03-25 | 2025-03-31 | 3039876.75 | 2886646.75 | -153835.21(-5.08%) | 605.27 3451.86 | 2 | 188.66% | 0 |
13 | 2025-03-18 | 2025-03-24 | 3278821.00 | 3040482.00 | -238993.68(-7.30%) | 654.88 3647.66 | 2 | 204.05% | 0 |
14 | 2025-03-11 | 2025-03-17 | 3195274.75 | 3279475.75 | 83562.42(2.62%) | 638.54 3936.99 | 2 | 227.95% | 0 |
15 | 2025-02-25 | 2025-03-03 | 3421294.25 | 3195913.25 | -226064.44(-6.62%) | 683.14 3832.97 | 2 | 219.59% | 0 |
16 | 2025-02-18 | 2025-02-24 | 3212280.25 | 3421977.50 | 209057.42(6.54%) | 639.72 4094.86 | 2 | 242.20% | 0 |
17 | 2025-02-11 | 2025-02-17 | 3125611.00 | 3212920.00 | 86683.92(2.77%) | 624.97 3859.21 | 2 | 221.29% | 0 |
18 | 2025-01-27 | 2025-02-10 | 3476558.75 | 3126236.00 | -351015.68(-10.13%) | 692.85 3741.22 | 2 | 212.62% | 0 |
19 | 2025-01-20 | 2025-01-24 | 3291587.50 | 3477251.75 | 185006.33(5.62%) | 657.97 4175.64 | 2 | 247.73% | 0 |
20 | 2025-01-13 | 2025-01-17 | 2932718.00 | 3292245.50 | 358941.34(12.25%) | 586.09 3952.71 | 2 | 229.22% | 0 |
21 | 2025-01-06 | 2025-01-10 | 2708990.00 | 2933304.00 | 223772.69(8.27%) | 541.41 3521.83 | 2 | 193.33% | 0 |
22 | 2024-12-27 | 2025-01-03 | 2794899.50 | 2709531.25 | -85922.83(-3.10%) | 554.49 3228.36 | 2 | 170.95% | 0 |
23 | 2024-12-20 | 2024-12-26 | 2668060.50 | 2795454.00 | 126860.11(4.76%) | 533.41 3357.38 | 2 | 179.55% | 0 |
24 | 2024-12-13 | 2024-12-19 | 2744737.25 | 2668594.00 | -76691.74(-2.80%) | 548.47 3203.30 | 2 | 166.86% | 0 |
25 | 2024-12-06 | 2024-12-12 | 2628798.50 | 2745285.75 | 115962.18(4.42%) | 524.87 3292.94 | 2 | 174.53% | 0 |
26 | 2024-11-29 | 2024-12-05 | 2574467.00 | 2629323.50 | 54341.63(2.11%) | 514.55 3156.89 | 2 | 162.93% | 0 |
27 | 2024-11-22 | 2024-11-28 | 2680755.25 | 2574981.75 | -106309.39(-3.97%) | 536.08 3093.27 | 1 | 157.50% | 0 |
28 | 2024-11-15 | 2024-11-21 | 2779677.75 | 2681291.25 | -98940.68(-3.57%) | 554.22 3211.12 | 2 | 168.13% | 0 |
29 | 2024-11-08 | 2024-11-14 | 2752601.00 | 2780232.00 | 27081.47(0.99%) | 549.47 3333.98 | 2 | 178.02% | 0 |
30 | 2024-11-01 | 2024-11-07 | 2701403.00 | 2753150.50 | 51208.64(1.90%) | 538.87 3299.30 | 2 | 175.32% | 0 |
31 | 2024-10-25 | 2024-10-31 | 2801668.25 | 2701941.75 | -100285.35(-3.59%) | 558.61 3235.86 | 2 | 170.19% | 0 |
32 | 2024-10-18 | 2024-10-24 | 2421197.25 | 2802227.00 | 380546.00(15.73%) | 483.82 3364.21 | 2 | 180.22% | 0 |
33 | 2024-10-11 | 2024-10-17 | 2526435.00 | 2421681.00 | -105259.23(-4.17%) | 505.06 2908.15 | 2 | 142.17% | 0 |
34 | 2024-09-27 | 2024-10-10 | 2088573.50 | 2526940.25 | 437949.18(20.97%) | 417.60 3035.28 | 2 | 152.69% | 0 |
35 | 2024-09-20 | 2024-09-26 | 1998159.13 | 2088991.13 | 90432.75(4.53%) | 399.32 2507.90 | 2 | 108.90% | 0 |
36 | 2024-09-11 | 2024-09-19 | 2032026.50 | 1998558.38 | -33874.30(-1.67%) | 406.23 2400.08 | 2 | 99.86% | 0 |
37 | 2024-09-04 | 2024-09-10 | 2071751.75 | 2032432.75 | -39732.98(-1.92%) | 414.04 2439.98 | 2 | 103.24% | 0 |
38 | 2024-08-28 | 2024-09-03 | 1992040.63 | 2072165.75 | 79726.85(4.00%) | 398.29 2488.87 | 2 | 107.22% | 0 |
39 | 2024-08-21 | 2024-08-27 | 1977461.38 | 1992438.88 | 14582.46(0.74%) | 395.11 2391.52 | 2 | 99.24% | 0 |
40 | 2024-08-14 | 2024-08-20 | 1915318.50 | 1977856.50 | 62155.39(3.25%) | 382.68 2374.00 | 2 | 97.79% | 0 |
41 | 2024-08-07 | 2024-08-13 | 1905311.75 | 1915701.13 | 10008.55(0.53%) | 380.88 2300.49 | 2 | 91.57% | 0 |
42 | 2024-07-31 | 2024-08-06 | 1899260.00 | 1905692.63 | 6052.99(0.32%) | 379.66 2288.44 | 2 | 90.57% | 0 |
43 | 2024-07-24 | 2024-07-30 | 1880370.38 | 1899639.63 | 18893.48(1.01%) | 375.81 2280.72 | 2 | 89.96% | 0 |
44 | 2024-07-17 | 2024-07-23 | 1916188.25 | 1880746.13 | -35825.24(-1.87%) | 383.15 2259.06 | 2 | 88.07% | 0 |
45 | 2024-07-10 | 2024-07-16 | 1956595.13 | 1916571.38 | -40412.51(-2.08%) | 388.65 2286.64 | 2 | 91.66% | 0 |
46 | 2024-07-03 | 2024-07-09 | 2016468.50 | 1956983.88 | -59887.16(-2.98%) | 402.52 2346.58 | 2 | 95.70% | 0 |
47 | 2024-06-26 | 2024-07-02 | 1949897.13 | 2016871.00 | 66587.91(3.45%) | 385.96 2398.98 | 2 | 101.69% | 0 |
48 | 2024-06-19 | 2024-06-25 | 2121997.75 | 1950283.13 | -172138.63(-8.12%) | 424.13 2341.52 | 2 | 95.03% | 0 |
49 | 2024-06-12 | 2024-06-18 | 1919204.25 | 2122421.75 | 202836.22(10.64%) | 381.27 2534.51 | 2 | 112.24% | 0 |
50 | 2024-06-04 | 2024-06-11 | 2042499.00 | 1919585.50 | -123321.88(-6.04%) | 408.37 2305.52 | 2 | 91.96% | 0 |
51 | 2024-05-28 | 2024-06-03 | 2028639.63 | 2042907.38 | 13862.79(0.68%) | 405.11 2450.69 | 2 | 104.29% | 0 |
52 | 2024-05-21 | 2024-05-27 | 2142384.75 | 2029044.63 | -113768.31(-5.31%) | 428.20 2436.09 | 2 | 102.90% | 0 |
53 | 2024-05-14 | 2024-05-20 | 2112947.75 | 2142813.00 | 29443.13(1.40%) | 422.03 2571.10 | 2 | 114.28% | 0 |
54 | 2024-05-07 | 2024-05-13 | 2246709.00 | 2113369.75 | -133788.37(-5.96%) | 449.06 2537.41 | 2 | 111.34% | 0 |
55 | 2024-04-25 | 2024-05-06 | 2221694.75 | 2247158.00 | 25019.31(1.13%) | 443.99 2697.71 | 2 | 124.72% | 0 |
56 | 2024-04-18 | 2024-04-24 | 2426432.75 | 2222138.75 | -204776.95(-8.48%) | 482.88 2655.31 | 2 | 122.21% | 0 |
57 | 2024-04-11 | 2024-04-17 | 2424504.25 | 2426915.75 | 1927.84(0.08%) | 483.47 2907.20 | 2 | 142.69% | 0 |
58 | 2024-04-02 | 2024-04-10 | 2571152.00 | 2424987.75 | -146678.26(-5.71%) | 514.02 2912.22 | 2 | 142.50% | 0 |
59 | 2024-03-26 | 2024-04-01 | 2580125.00 | 2571666.00 | -8974.85(-0.35%) | 515.92 3089.06 | 2 | 157.17% | 0 |
60 | 2024-03-19 | 2024-03-25 | 2565363.25 | 2580640.75 | 14764.75(0.58%) | 512.75 3098.53 | 2 | 158.06% | 0 |
61 | 2024-03-12 | 2024-03-18 | 2503482.50 | 2565876.00 | 61893.66(2.48%) | 499.68 3076.64 | 2 | 156.59% | 0 |
62 | 2024-03-05 | 2024-03-11 | 2486556.75 | 2503982.25 | 16928.43(0.68%) | 497.16 3007.48 | 2 | 150.40% | 0 |
63 | 2024-02-27 | 2024-03-04 | 2336348.25 | 2487053.75 | 150238.48(6.43%) | 467.01 2986.48 | 2 | 148.71% | 0 |
64 | 2024-02-20 | 2024-02-26 | 2231786.00 | 2336815.25 | 104583.26(4.69%) | 446.20 2806.59 | 2 | 133.68% | 0 |
65 | 2024-02-05 | 2024-02-19 | 1813547.00 | 2232232.00 | 418322.38(23.08%) | 362.45 2680.36 | 2 | 123.22% | 0 |
66 | 2024-01-29 | 2024-02-02 | 2066914.50 | 1813909.50 | -253418.07(-12.27%) | 413.15 2177.94 | 2 | 81.39% | 0 |
67 | 2024-01-22 | 2024-01-26 | 2108820.25 | 2067327.63 | -41913.45(-1.99%) | 420.86 2478.36 | 2 | 106.73% | 0 |
68 | 2024-01-15 | 2024-01-19 | 1958979.25 | 2109241.00 | 149871.47(7.68%) | 390.14 2524.16 | 2 | 110.92% | 0 |
69 | 2024-01-08 | 2024-01-12 | 2018385.63 | 1959369.38 | -59419.75(-2.95%) | 403.41 2352.45 | 2 | 95.94% | 0 |
70 | 2023-12-29 | 2024-01-05 | 2013177.13 | 2018789.13 | 5209.57(0.26%) | 402.54 2424.90 | 2 | 101.88% | 0 |
71 | 2023-12-22 | 2023-12-28 | 2098810.25 | 2013579.63 | -85648.78(-4.10%) | 418.16 2409.60 | 2 | 101.36% | 0 |
72 | 2023-12-15 | 2023-12-21 | 2193613.50 | 2099228.50 | -94823.26(-4.32%) | 438.50 2520.79 | 2 | 109.92% | 0 |
73 | 2023-12-08 | 2023-12-14 | 2129640.00 | 2194051.75 | 63986.54(3.01%) | 425.06 2630.79 | 2 | 119.41% | 0 |
74 | 2023-12-01 | 2023-12-07 | 2188520.25 | 2130065.25 | -58892.41(-2.69%) | 437.49 2557.84 | 2 | 113.01% | 0 |
75 | 2023-11-24 | 2023-11-30 | 2189696.00 | 2188957.50 | -1176.15(-0.05%) | 437.70 2628.49 | 2 | 118.90% | 0 |
76 | 2023-11-17 | 2023-11-23 | 2264392.50 | 2190133.75 | -74711.25(-3.30%) | 452.60 2629.63 | 2 | 119.01% | 0 |
77 | 2023-11-10 | 2023-11-16 | 2186494.50 | 2264845.00 | 77913.53(3.57%) | 437.02 2719.41 | 2 | 126.48% | 0 |
78 | 2023-11-03 | 2023-11-09 | 2075294.75 | 2186931.50 | 111221.79(5.36%) | 415.01 2627.18 | 2 | 118.69% | 0 |
79 | 2023-10-27 | 2023-11-02 | 2054953.13 | 2075709.75 | 20345.74(0.99%) | 410.90 2493.33 | 1 | 107.57% | 0 |
80 | 2023-10-20 | 2023-10-26 | 2037942.88 | 2055364.00 | 17013.47(0.84%) | 407.51 2468.91 | 1 | 105.54% | 0 |
81 | 2023-10-13 | 2023-10-19 | 2108551.25 | 2038350.50 | -70621.94(-3.35%) | 421.32 2446.60 | 2 | 103.84% | 0 |
82 | 2023-09-28 | 2023-10-12 | 2021430.50 | 2108972.50 | 87137.93(4.31%) | 404.00 2532.06 | 2 | 110.90% | 0 |
83 | 2023-09-21 | 2023-09-27 | 1827077.38 | 2021834.50 | 194392.09(10.65%) | 365.04 2426.86 | 1 | 102.18% | 0 |
84 | 2023-09-14 | 2023-09-20 | 1891506.88 | 1827442.38 | -64442.63(-3.41%) | 378.12 2194.48 | 2 | 82.74% | 0 |
85 | 2023-09-07 | 2023-09-13 | 1740978.75 | 1891885.00 | 150558.54(8.66%) | 347.67 2269.83 | 2 | 89.19% | 0 |
86 | 2023-08-31 | 2023-09-06 | 1728128.00 | 1741326.50 | 12853.31(0.74%) | 345.20 2089.52 | 2 | 74.13% | 0 |
87 | 2023-08-24 | 2023-08-30 | 1746653.50 | 1728473.25 | -18529.20(-1.06%) | 348.93 2074.25 | 2 | 72.85% | 0 |
88 | 2023-08-10 | 2023-08-16 | 1819526.88 | 1747002.50 | -72888.29(-4.01%) | 363.83 2098.47 | 2 | 74.70% | 0 |
89 | 2023-08-03 | 2023-08-09 | 1814162.38 | 1819890.75 | 5365.74(0.30%) | 362.67 2185.52 | 2 | 81.99% | 0 |
90 | 2023-07-27 | 2023-08-02 | 1806369.50 | 1814525.00 | 7794.29(0.43%) | 361.17 2179.44 | 1 | 81.45% | 0 |
91 | 2023-07-20 | 2023-07-26 | 1928678.38 | 1806730.75 | -122331.76(-6.37%) | 384.09 2160.82 | 2 | 80.67% | 0 |
92 | 2023-07-13 | 2023-07-19 | 1778471.38 | 1929062.50 | 150237.24(8.49%) | 353.83 2306.43 | 1 | 92.91% | 0 |
93 | 2023-07-06 | 2023-07-12 | 1867460.13 | 1778825.25 | -89008.06(-4.77%) | 373.12 2134.91 | 2 | 77.88% | 0 |
94 | 2023-06-29 | 2023-07-05 | 1803990.25 | 1867833.25 | 63482.30(3.52%) | 360.77 2243.94 | 1 | 86.78% | 0 |
95 | 2023-06-20 | 2023-06-28 | 1956991.88 | 1804351.00 | -153030.47(-7.86%) | 389.57 2156.85 | 2 | 80.44% | 0 |
96 | 2023-06-13 | 2023-06-19 | 1649278.88 | 1957381.50 | 307774.05(18.73%) | 328.65 2344.45 | 2 | 95.74% | 0 |
97 | 2023-06-06 | 2023-06-12 | 1419359.25 | 1649607.50 | 229964.61(16.22%) | 283.63 1980.48 | 2 | 64.96% | 0 |
98 | 2023-05-30 | 2023-06-05 | 1355965.75 | 1419642.88 | 63406.84(4.69%) | 270.40 1700.83 | 2 | 41.96% | 0 |
99 | 2023-05-23 | 2023-05-29 | 1344877.00 | 1356236.13 | 11090.74(0.83%) | 268.38 1625.86 | 2 | 35.62% | 0 |
100 | 2023-05-16 | 2023-05-22 | 1298453.38 | 1345145.38 | 46432.51(3.58%) | 259.51 1615.03 | 2 | 34.51% | 0 |
101 | 2023-05-09 | 2023-05-15 | 1302481.50 | 1298712.88 | -4028.91(-0.31%) | 260.28 1559.00 | 2 | 29.87% | 0 |
102 | 2023-04-27 | 2023-05-08 | 1220958.38 | 1302741.75 | 81539.75(6.70%) | 243.58 1561.47 | 2 | 30.27% | 0 |
103 | 2023-04-20 | 2023-04-26 | 1326255.00 | 1221202.00 | -105317.98(-7.95%) | 265.06 1466.04 | 2 | 22.12% | 0 |
104 | 2023-04-13 | 2023-04-19 | 1208120.50 | 1326520.00 | 118158.58(9.81%) | 240.86 1589.16 | 2 | 32.65% | 0 |
105 | 2023-04-06 | 2023-04-12 | 1177068.13 | 1208361.38 | 31057.99(2.64%) | 235.17 1450.31 | 2 | 20.84% | 0 |
106 | 2023-03-29 | 2023-04-04 | 1093853.63 | 1177303.38 | 83231.64(7.63%) | 218.19 1410.97 | 2 | 17.73% | 0 |
107 | 2023-03-22 | 2023-03-28 | 1083817.75 | 1094071.75 | 10037.94(0.93%) | 215.97 1309.70 | 2 | 9.41% | 0 |
108 | 2023-03-15 | 2023-03-21 | 995658.19 | 1084033.75 | 88176.65(8.87%) | 198.93 1301.18 | 2 | 8.40% | 0 |
109 | 2023-03-08 | 2023-03-14 | 1007634.69 | 995857.13 | -11978.47(-1.19%) | 200.96 1193.05 | 2 | -0.41% | 0 |
110 | 2023-03-01 | 2023-03-07 | 993663.00 | 1007835.63 | 13973.94(1.41%) | 198.66 1210.42 | 2 | 0.78% | 0 |
111 | 2023-02-22 | 2023-02-28 | 969144.25 | 993861.69 | 24523.94(2.53%) | 193.56 1192.46 | 2 | -0.61% | 0 |
112 | 2023-02-15 | 2023-02-21 | 1021891.38 | 969337.75 | -52757.97(-5.16%) | 204.35 1164.43 | 2 | -3.07% | 0 |
113 | 2023-02-08 | 2023-02-14 | 989798.88 | 1022095.75 | 32099.05(3.25%) | 197.82 1227.12 | 2 | 2.21% | 0 |
114 | 2023-02-01 | 2023-02-07 | 920924.69 | 989996.69 | 68887.99(7.49%) | 183.96 1188.05 | 2 | -1.00% | 0 |
115 | 2023-01-18 | 2023-01-31 | 889173.19 | 921108.69 | 31758.14(3.58%) | 177.35 1103.72 | 2 | -7.89% | 0 |
116 | 2023-01-11 | 2023-01-17 | 884362.94 | 889350.56 | 4811.36(0.55%) | 176.30 1065.09 | 2 | -11.06% | 0 |
117 | 2023-01-04 | 2023-01-10 | 886288.06 | 884539.19 | -1925.88(-0.22%) | 176.96 1060.91 | 2 | -11.55% | 0 |
118 | 2022-12-20 | 2022-12-26 | 924134.13 | 886465.06 | -37853.41(-4.11%) | 184.39 1062.42 | 2 | -11.35% | 0 |
119 | 2022-12-13 | 2022-12-19 | 946299.31 | 924318.50 | -22169.96(-2.34%) | 189.14 1109.79 | 2 | -7.57% | 0 |
120 | 2022-12-06 | 2022-12-12 | 971945.25 | 946488.44 | -25650.83(-2.64%) | 194.00 1134.81 | 2 | -5.35% | 0 |
121 | 2022-11-22 | 2022-11-28 | 1008119.75 | 972139.25 | -36181.89(-3.59%) | 201.38 1166.50 | 2 | -2.79% | 0 |
122 | 2022-11-15 | 2022-11-21 | 986845.25 | 1008321.13 | 21278.68(2.16%) | 197.15 1210.13 | 2 | 0.83% | 0 |
123 | 2022-11-08 | 2022-11-14 | 1029102.75 | 987042.44 | -42265.77(-4.11%) | 205.47 1183.75 | 2 | -1.30% | 0 |
124 | 2022-11-01 | 2022-11-07 | 1004102.94 | 1029308.25 | 25004.62(2.49%) | 200.66 1235.72 | 2 | 2.93% | 0 |
125 | 2022-10-25 | 2022-10-31 | 999800.19 | 1004303.63 | 4303.61(0.43%) | 199.79 1205.60 | 2 | 0.43% | 0 |