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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

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
12025-06-24-2466660.502640625.50(持仓中)173471.98(7.04%)492.89
-
2164.06%0
22025-06-172025-06-232515440.752467153.50-48790.00(-1.94%)502.92
2963.13
2146.72%0
32025-06-102025-06-162524263.752515943.50-8824.99(-0.35%)504.77
3022.26
2151.59%0
42025-06-032025-06-092458795.502524768.5065481.18(2.66%)491.70
3033.03
2152.48%0
52025-05-262025-05-302353519.752459287.25105297.83(4.48%)469.87
2949.68
2145.93%0
62025-05-192025-05-232358406.502353989.50-4888.19(-0.21%)471.45
2826.80
2135.40%0
72025-05-122025-05-162432873.252358877.75-74481.95(-3.06%)486.47
2833.44
2135.89%0
82025-04-302025-05-092300449.752433359.75132449.84(5.76%)460.03
2923.20
2143.34%0
92025-04-232025-04-292323729.752300909.75-23283.64(-1.00%)463.68
2757.98
2130.09%0
102025-04-162025-04-222273958.002324193.5049781.23(2.19%)454.15
2788.55
2132.42%0
112025-04-012025-04-082886070.502274412.25-612234.51(-21.25%)576.26
2726.86
2127.44%0
122025-03-252025-03-313039876.752886646.75-153835.21(-5.08%)605.27
3451.86
2188.66%0
132025-03-182025-03-243278821.003040482.00-238993.68(-7.30%)654.88
3647.66
2204.05%0
142025-03-112025-03-173195274.753279475.7583562.42(2.62%)638.54
3936.99
2227.95%0
152025-02-252025-03-033421294.253195913.25-226064.44(-6.62%)683.14
3832.97
2219.59%0
162025-02-182025-02-243212280.253421977.50209057.42(6.54%)639.72
4094.86
2242.20%0
172025-02-112025-02-173125611.003212920.0086683.92(2.77%)624.97
3859.21
2221.29%0
182025-01-272025-02-103476558.753126236.00-351015.68(-10.13%)692.85
3741.22
2212.62%0
192025-01-202025-01-243291587.503477251.75185006.33(5.62%)657.97
4175.64
2247.73%0
202025-01-132025-01-172932718.003292245.50358941.34(12.25%)586.09
3952.71
2229.22%0
212025-01-062025-01-102708990.002933304.00223772.69(8.27%)541.41
3521.83
2193.33%0
222024-12-272025-01-032794899.502709531.25-85922.83(-3.10%)554.49
3228.36
2170.95%0
232024-12-202024-12-262668060.502795454.00126860.11(4.76%)533.41
3357.38
2179.55%0
242024-12-132024-12-192744737.252668594.00-76691.74(-2.80%)548.47
3203.30
2166.86%0
252024-12-062024-12-122628798.502745285.75115962.18(4.42%)524.87
3292.94
2174.53%0
262024-11-292024-12-052574467.002629323.5054341.63(2.11%)514.55
3156.89
2162.93%0
272024-11-222024-11-282680755.252574981.75-106309.39(-3.97%)536.08
3093.27
1157.50%0
282024-11-152024-11-212779677.752681291.25-98940.68(-3.57%)554.22
3211.12
2168.13%0
292024-11-082024-11-142752601.002780232.0027081.47(0.99%)549.47
3333.98
2178.02%0
302024-11-012024-11-072701403.002753150.5051208.64(1.90%)538.87
3299.30
2175.32%0
312024-10-252024-10-312801668.252701941.75-100285.35(-3.59%)558.61
3235.86
2170.19%0
322024-10-182024-10-242421197.252802227.00380546.00(15.73%)483.82
3364.21
2180.22%0
332024-10-112024-10-172526435.002421681.00-105259.23(-4.17%)505.06
2908.15
2142.17%0
342024-09-272024-10-102088573.502526940.25437949.18(20.97%)417.60
3035.28
2152.69%0
352024-09-202024-09-261998159.132088991.1390432.75(4.53%)399.32
2507.90
2108.90%0
362024-09-112024-09-192032026.501998558.38-33874.30(-1.67%)406.23
2400.08
299.86%0
372024-09-042024-09-102071751.752032432.75-39732.98(-1.92%)414.04
2439.98
2103.24%0
382024-08-282024-09-031992040.632072165.7579726.85(4.00%)398.29
2488.87
2107.22%0
392024-08-212024-08-271977461.381992438.8814582.46(0.74%)395.11
2391.52
299.24%0
402024-08-142024-08-201915318.501977856.5062155.39(3.25%)382.68
2374.00
297.79%0
412024-08-072024-08-131905311.751915701.1310008.55(0.53%)380.88
2300.49
291.57%0
422024-07-312024-08-061899260.001905692.636052.99(0.32%)379.66
2288.44
290.57%0
432024-07-242024-07-301880370.381899639.6318893.48(1.01%)375.81
2280.72
289.96%0
442024-07-172024-07-231916188.251880746.13-35825.24(-1.87%)383.15
2259.06
288.07%0
452024-07-102024-07-161956595.131916571.38-40412.51(-2.08%)388.65
2286.64
291.66%0
462024-07-032024-07-092016468.501956983.88-59887.16(-2.98%)402.52
2346.58
295.70%0
472024-06-262024-07-021949897.132016871.0066587.91(3.45%)385.96
2398.98
2101.69%0
482024-06-192024-06-252121997.751950283.13-172138.63(-8.12%)424.13
2341.52
295.03%0
492024-06-122024-06-181919204.252122421.75202836.22(10.64%)381.27
2534.51
2112.24%0
502024-06-042024-06-112042499.001919585.50-123321.88(-6.04%)408.37
2305.52
291.96%0
512024-05-282024-06-032028639.632042907.3813862.79(0.68%)405.11
2450.69
2104.29%0
522024-05-212024-05-272142384.752029044.63-113768.31(-5.31%)428.20
2436.09
2102.90%0
532024-05-142024-05-202112947.752142813.0029443.13(1.40%)422.03
2571.10
2114.28%0
542024-05-072024-05-132246709.002113369.75-133788.37(-5.96%)449.06
2537.41
2111.34%0
552024-04-252024-05-062221694.752247158.0025019.31(1.13%)443.99
2697.71
2124.72%0
562024-04-182024-04-242426432.752222138.75-204776.95(-8.48%)482.88
2655.31
2122.21%0
572024-04-112024-04-172424504.252426915.751927.84(0.08%)483.47
2907.20
2142.69%0
582024-04-022024-04-102571152.002424987.75-146678.26(-5.71%)514.02
2912.22
2142.50%0
592024-03-262024-04-012580125.002571666.00-8974.85(-0.35%)515.92
3089.06
2157.17%0
602024-03-192024-03-252565363.252580640.7514764.75(0.58%)512.75
3098.53
2158.06%0
612024-03-122024-03-182503482.502565876.0061893.66(2.48%)499.68
3076.64
2156.59%0
622024-03-052024-03-112486556.752503982.2516928.43(0.68%)497.16
3007.48
2150.40%0
632024-02-272024-03-042336348.252487053.75150238.48(6.43%)467.01
2986.48
2148.71%0
642024-02-202024-02-262231786.002336815.25104583.26(4.69%)446.20
2806.59
2133.68%0
652024-02-052024-02-191813547.002232232.00418322.38(23.08%)362.45
2680.36
2123.22%0
662024-01-292024-02-022066914.501813909.50-253418.07(-12.27%)413.15
2177.94
281.39%0
672024-01-222024-01-262108820.252067327.63-41913.45(-1.99%)420.86
2478.36
2106.73%0
682024-01-152024-01-191958979.252109241.00149871.47(7.68%)390.14
2524.16
2110.92%0
692024-01-082024-01-122018385.631959369.38-59419.75(-2.95%)403.41
2352.45
295.94%0
702023-12-292024-01-052013177.132018789.135209.57(0.26%)402.54
2424.90
2101.88%0
712023-12-222023-12-282098810.252013579.63-85648.78(-4.10%)418.16
2409.60
2101.36%0
722023-12-152023-12-212193613.502099228.50-94823.26(-4.32%)438.50
2520.79
2109.92%0
732023-12-082023-12-142129640.002194051.7563986.54(3.01%)425.06
2630.79
2119.41%0
742023-12-012023-12-072188520.252130065.25-58892.41(-2.69%)437.49
2557.84
2113.01%0
752023-11-242023-11-302189696.002188957.50-1176.15(-0.05%)437.70
2628.49
2118.90%0
762023-11-172023-11-232264392.502190133.75-74711.25(-3.30%)452.60
2629.63
2119.01%0
772023-11-102023-11-162186494.502264845.0077913.53(3.57%)437.02
2719.41
2126.48%0
782023-11-032023-11-092075294.752186931.50111221.79(5.36%)415.01
2627.18
2118.69%0
792023-10-272023-11-022054953.132075709.7520345.74(0.99%)410.90
2493.33
1107.57%0
802023-10-202023-10-262037942.882055364.0017013.47(0.84%)407.51
2468.91
1105.54%0
812023-10-132023-10-192108551.252038350.50-70621.94(-3.35%)421.32
2446.60
2103.84%0
822023-09-282023-10-122021430.502108972.5087137.93(4.31%)404.00
2532.06
2110.90%0
832023-09-212023-09-271827077.382021834.50194392.09(10.65%)365.04
2426.86
1102.18%0
842023-09-142023-09-201891506.881827442.38-64442.63(-3.41%)378.12
2194.48
282.74%0
852023-09-072023-09-131740978.751891885.00150558.54(8.66%)347.67
2269.83
289.19%0
862023-08-312023-09-061728128.001741326.5012853.31(0.74%)345.20
2089.52
274.13%0
872023-08-242023-08-301746653.501728473.25-18529.20(-1.06%)348.93
2074.25
272.85%0
882023-08-102023-08-161819526.881747002.50-72888.29(-4.01%)363.83
2098.47
274.70%0
892023-08-032023-08-091814162.381819890.755365.74(0.30%)362.67
2185.52
281.99%0
902023-07-272023-08-021806369.501814525.007794.29(0.43%)361.17
2179.44
181.45%0
912023-07-202023-07-261928678.381806730.75-122331.76(-6.37%)384.09
2160.82
280.67%0
922023-07-132023-07-191778471.381929062.50150237.24(8.49%)353.83
2306.43
192.91%0
932023-07-062023-07-121867460.131778825.25-89008.06(-4.77%)373.12
2134.91
277.88%0
942023-06-292023-07-051803990.251867833.2563482.30(3.52%)360.77
2243.94
186.78%0
952023-06-202023-06-281956991.881804351.00-153030.47(-7.86%)389.57
2156.85
280.44%0
962023-06-132023-06-191649278.881957381.50307774.05(18.73%)328.65
2344.45
295.74%0
972023-06-062023-06-121419359.251649607.50229964.61(16.22%)283.63
1980.48
264.96%0
982023-05-302023-06-051355965.751419642.8863406.84(4.69%)270.40
1700.83
241.96%0
992023-05-232023-05-291344877.001356236.1311090.74(0.83%)268.38
1625.86
235.62%0
1002023-05-162023-05-221298453.381345145.3846432.51(3.58%)259.51
1615.03
234.51%0
1012023-05-092023-05-151302481.501298712.88-4028.91(-0.31%)260.28
1559.00
229.87%0
1022023-04-272023-05-081220958.381302741.7581539.75(6.70%)243.58
1561.47
230.27%0
1032023-04-202023-04-261326255.001221202.00-105317.98(-7.95%)265.06
1466.04
222.12%0
1042023-04-132023-04-191208120.501326520.00118158.58(9.81%)240.86
1589.16
232.65%0
1052023-04-062023-04-121177068.131208361.3831057.99(2.64%)235.17
1450.31
220.84%0
1062023-03-292023-04-041093853.631177303.3883231.64(7.63%)218.19
1410.97
217.73%0
1072023-03-222023-03-281083817.751094071.7510037.94(0.93%)215.97
1309.70
29.41%0
1082023-03-152023-03-21995658.191084033.7588176.65(8.87%)198.93
1301.18
28.40%0
1092023-03-082023-03-141007634.69995857.13-11978.47(-1.19%)200.96
1193.05
2-0.41%0
1102023-03-012023-03-07993663.001007835.6313973.94(1.41%)198.66
1210.42
20.78%0
1112023-02-222023-02-28969144.25993861.6924523.94(2.53%)193.56
1192.46
2-0.61%0
1122023-02-152023-02-211021891.38969337.75-52757.97(-5.16%)204.35
1164.43
2-3.07%0
1132023-02-082023-02-14989798.881022095.7532099.05(3.25%)197.82
1227.12
22.21%0
1142023-02-012023-02-07920924.69989996.6968887.99(7.49%)183.96
1188.05
2-1.00%0
1152023-01-182023-01-31889173.19921108.6931758.14(3.58%)177.35
1103.72
2-7.89%0
1162023-01-112023-01-17884362.94889350.564811.36(0.55%)176.30
1065.09
2-11.06%0
1172023-01-042023-01-10886288.06884539.19-1925.88(-0.22%)176.96
1060.91
2-11.55%0
1182022-12-202022-12-26924134.13886465.06-37853.41(-4.11%)184.39
1062.42
2-11.35%0
1192022-12-132022-12-19946299.31924318.50-22169.96(-2.34%)189.14
1109.79
2-7.57%0
1202022-12-062022-12-12971945.25946488.44-25650.83(-2.64%)194.00
1134.81
2-5.35%0
1212022-11-222022-11-281008119.75972139.25-36181.89(-3.59%)201.38
1166.50
2-2.79%0
1222022-11-152022-11-21986845.251008321.1321278.68(2.16%)197.15
1210.13
20.83%0
1232022-11-082022-11-141029102.75987042.44-42265.77(-4.11%)205.47
1183.75
2-1.30%0
1242022-11-012022-11-071004102.941029308.2525004.62(2.49%)200.66
1235.72
22.93%0
1252022-10-252022-10-31999800.191004303.634303.61(0.43%)199.79
1205.60
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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