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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07月18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
12025-07-152025-07-17持仓中2680460.002765780.00(持仓中)84784.15(3.16%)535.93
0.00
2176.58%0
22025-07-082025-07-142503292.252680996.00177203.15(7.08%)500.37
3219.35
2168.10%0
32025-07-012025-07-072493602.252503792.759691.88(0.39%)498.62
3007.58
2150.38%0
42025-06-242025-06-302269862.502494101.00223784.70(9.86%)453.79
2995.40
2149.41%0
52025-06-172025-06-232317376.002270316.25-47522.96(-2.05%)463.32
2726.72
2127.03%0
62025-06-102025-06-162315231.502317839.252145.12(0.09%)462.63
2782.23
2131.78%0
72025-06-032025-06-092195322.252315694.25119933.42(5.47%)438.68
2779.85
2131.57%0
82025-05-262025-05-302193791.252195761.001531.72(0.07%)437.97
2633.33
2119.58%0
92025-05-192025-05-232177883.502194229.2515910.64(0.73%)435.23
2634.16
2119.42%0
102025-05-122025-05-162214358.002178318.75-36481.81(-1.65%)442.40
2614.31
2117.83%0
112025-04-302025-05-092105382.752214800.50108996.85(5.18%)420.95
2660.18
2121.48%0
122025-04-232025-04-292126658.002105803.75-21278.63(-1.00%)424.38
2524.27
2110.58%0
132025-04-162025-04-222051961.382127082.2574710.55(3.64%)410.31
2555.07
2112.71%0
142025-04-012025-04-082601862.502052371.63-550008.53(-21.25%)517.71
2449.83
2105.24%0
152025-03-252025-03-312740148.752602380.25-138312.93(-5.08%)544.49
3105.36
2160.24%0
162025-03-182025-03-242891541.752740693.25-151426.61(-5.24%)577.93
3290.51
2174.07%0
172025-03-112025-03-172858513.752892119.7533034.71(1.16%)571.24
3471.95
2189.21%0
182025-03-042025-03-102871463.502859085.00-12952.69(-0.45%)574.20
3434.50
1185.91%0
192025-02-252025-03-032924993.752872037.75-53540.70(-1.83%)584.88
3449.87
2187.20%0
202025-02-182025-02-242831696.502925578.5093315.75(3.30%)566.20
3514.07
2192.56%0
212025-02-112025-02-172787274.502832262.7544430.87(1.59%)557.29
3401.80
2183.23%0
222025-01-272025-02-103100264.252787831.75-313050.44(-10.13%)617.91
3336.52
2178.78%0
232025-01-202025-01-243120755.503100882.25-20497.09(-0.66%)623.92
3724.12
2210.09%0
242025-01-132025-01-172780567.253121379.50340256.64(12.25%)555.57
3746.91
2212.14%0
252025-01-062025-01-102568461.502781122.75212147.78(8.27%)513.28
3338.88
2178.11%0
262024-12-272025-01-032792301.252568975.00-223884.05(-8.03%)557.62
3081.42
2156.90%0
272024-12-202024-12-262747783.002792859.0044527.17(1.62%)548.96
3351.89
2179.29%0
282024-12-132024-12-192833594.252748331.75-85828.82(-3.03%)566.32
3299.56
2174.83%0
292024-12-062024-12-122772916.252834160.5060690.17(2.19%)554.32
3403.49
2183.42%0
302024-11-292024-12-052715584.502773470.5057343.06(2.11%)542.94
3331.07
2177.35%0
312024-11-222024-11-282827644.752716127.50-112082.48(-3.97%)565.19
3261.24
1171.61%0
322024-11-152024-11-212932381.252828210.00-104757.14(-3.58%)585.98
3394.92
2182.82%0
332024-11-082024-11-142903902.502932967.2528484.66(0.98%)580.16
3520.08
2193.30%0
342024-11-012024-11-072849966.252904482.5053947.92(1.90%)568.04
3477.84
2190.45%0
352024-10-252024-10-312956000.252850534.50-106055.75(-3.59%)590.05
3417.83
2185.05%0
362024-10-182024-10-242476362.252956590.25479732.84(19.37%)495.22
3551.88
2195.66%0
372024-10-112024-10-172584001.002476857.25-107660.10(-4.17%)516.58
2974.50
2147.69%0
382024-09-272024-10-102136157.752584517.50447932.80(20.98%)427.07
3104.19
2158.45%0
392024-09-202024-09-262043700.002136584.7592476.43(4.53%)408.43
2565.11
2113.66%0
402024-09-112024-09-192073804.132044108.38-30110.35(-1.45%)414.72
2455.64
2104.41%0
412024-09-042024-09-102114370.752074218.75-40574.71(-1.92%)422.71
2491.05
2107.42%0
422024-08-282024-09-032072362.752114793.5042016.50(2.03%)414.23
2539.33
2111.48%0
432024-08-212024-08-272057149.752072777.0015215.88(0.74%)411.35
2489.86
2107.28%0
442024-08-142024-08-201992580.632057561.1364582.82(3.25%)397.62
2466.64
2105.76%0
452024-08-072024-08-131982177.501992978.2510404.60(0.53%)396.21
2393.10
299.30%0
462024-07-312024-08-061975879.881982573.756298.71(0.32%)395.07
2381.32
298.26%0
472024-07-242024-07-301956223.881976275.0019660.18(1.01%)390.99
2372.85
297.63%0
482024-07-172024-07-231993483.251956614.88-37266.74(-1.87%)398.45
2349.26
295.66%0
492024-07-102024-07-162043650.251993881.63-50175.54(-2.47%)406.91
2384.60
299.39%0
502024-07-032024-07-092106172.752044057.13-62535.89(-2.98%)420.06
2448.77
2104.41%0
512024-06-262024-07-022035976.132106593.0070210.70(3.46%)406.17
2524.78
2110.66%0
522024-06-192024-06-252215748.252036382.25-179808.71(-8.12%)443.01
2445.73
2103.64%0
532024-06-122024-06-182002894.132216191.00212897.40(10.66%)399.35
2655.25
2121.62%0
542024-06-042024-06-112131490.252003293.50-128622.54(-6.04%)425.93
2404.63
2100.33%0
552024-05-282024-06-032117023.502131916.0014469.74(0.68%)422.71
2557.23
2113.19%0
562024-05-212024-05-272235728.502117446.25-118728.93(-5.31%)446.83
2542.08
2111.74%0
572024-05-142024-05-202205018.252236175.2530716.14(1.39%)440.82
2685.51
2123.62%0
582024-05-072024-05-132344697.252205459.00-139707.07(-5.96%)468.87
2649.31
2120.55%0
592024-04-252024-05-062318666.502345166.0026035.85(1.12%)463.57
2816.58
2134.52%0
602024-04-182024-04-242531837.002319130.25-213209.50(-8.48%)502.70
2764.24
2131.91%0
612024-04-112024-04-172529572.002532339.752262.58(0.09%)505.35
3039.08
2153.23%0
622024-04-022024-04-102682594.002530077.25-153053.11(-5.71%)536.35
3038.74
2153.01%0
632024-03-262024-04-012691956.002683130.50-9363.52(-0.35%)538.05
3221.60
2168.31%0
642024-03-192024-03-252676581.752692494.0015377.21(0.57%)534.98
3232.84
2169.25%0
652024-03-122024-03-182612311.002677116.7564285.65(2.47%)520.25
3203.09
2167.71%0
662024-03-052024-03-112594639.002612831.2517673.69(0.68%)518.54
3136.84
2161.28%0
672024-02-272024-03-042437917.502595157.50156752.67(6.43%)487.27
3116.03
2159.52%0
682024-02-202024-02-262328799.502438404.75109139.53(4.69%)465.64
2928.88
2143.84%0
692024-02-052024-02-191892733.882329265.25436153.51(23.08%)377.93
2794.76
2132.93%0
702024-01-292024-02-022157167.751893111.75-264487.19(-12.27%)431.19
2273.02
289.31%0
712024-01-222024-01-262200930.502157599.00-43771.13(-1.99%)439.83
2590.07
2115.76%0
722024-01-152024-01-192044524.002201370.25156438.58(7.68%)407.53
2636.56
2120.14%0
732024-01-082024-01-122099897.252044931.63-55385.09(-2.64%)419.59
2454.53
2104.49%0
742023-12-292024-01-052094478.002100316.755420.07(0.26%)418.56
2521.38
2110.03%0
752023-12-222023-12-282183902.002094896.63-89441.86(-4.10%)436.35
2514.30
2109.49%0
762023-12-152023-12-212282606.752184338.50-98724.50(-4.33%)456.47
2624.06
2118.43%0
772023-12-082023-12-142253611.002283063.0029001.67(1.29%)450.39
2740.96
2128.31%0
782023-12-012023-12-072315898.252254061.25-62299.58(-2.69%)462.78
2705.72
2125.41%0
792023-11-242023-11-302317201.002316361.00-1302.70(-0.06%)462.57
2777.77
2131.64%0
802023-11-172023-11-232396264.502317663.75-79079.49(-3.30%)478.78
2781.69
2131.77%0
812023-11-102023-11-162313822.752396743.2582458.05(3.57%)462.56
2878.34
2139.67%0
822023-11-032023-11-092196154.002314285.25117691.95(5.36%)439.13
2779.90
2131.43%0
832023-10-272023-11-022219309.502196593.25-23159.98(-1.04%)443.72
2638.22
2119.66%0
842023-10-202023-10-262186389.752219753.2532926.21(1.51%)437.21
2666.50
2121.98%0
852023-10-132023-10-192262198.502186827.00-75823.78(-3.35%)452.29
2626.46
2118.68%0
862023-09-282023-10-122168739.002262650.7593478.39(4.31%)433.38
2716.22
2126.27%0
872023-09-212023-09-271960058.002169172.25208722.28(10.65%)391.95
2605.76
1116.92%0
882023-09-142023-09-202029155.631960450.00-69111.15(-3.41%)405.53
2353.59
296.05%0
892023-09-072023-09-131867711.632029561.13161476.45(8.66%)373.06
2435.52
2102.96%0
902023-08-312023-09-061853926.631868084.6313787.80(0.74%)370.22
2241.00
286.81%0
912023-08-242023-08-301873788.251854296.88-19865.86(-1.06%)374.36
2225.47
285.43%0
922023-08-102023-08-161951920.001874162.75-78147.25(-4.01%)389.98
2249.27
287.42%0
932023-08-032023-08-091951074.881952310.00845.41(0.04%)389.74
2342.74
295.23%0
942023-07-272023-08-021938669.631951464.6312407.52(0.64%)387.61
2343.81
295.15%0
952023-07-202023-07-262070287.501939057.13-131643.51(-6.37%)413.11
2323.95
293.91%0
962023-07-132023-07-191908922.882070700.63161397.72(8.49%)380.11
2477.76
1107.07%0
972023-07-062023-07-122004447.881909302.88-95545.76(-4.77%)400.73
2292.98
290.93%0
982023-06-292023-07-051936319.252004848.6368142.11(3.52%)387.25
2408.65
1100.48%0
992023-06-202023-06-282100187.751936706.50-163898.79(-7.85%)417.62
2312.31
293.67%0
1002023-06-132023-06-191769951.502100605.25330300.82(18.72%)352.92
2517.31
2110.06%0
1012023-06-062023-06-121524074.751770304.50245925.89(16.19%)303.87
2121.26
277.03%0
1022023-05-302023-06-051455902.251524378.6368185.49(4.69%)290.83
1829.35
252.44%0
1032023-05-232023-05-291444061.001456193.1311844.38(0.82%)287.71
1742.89
245.62%0
1042023-05-162023-05-221394387.631444348.7549682.76(3.57%)278.47
1732.83
244.43%0
1052023-05-092023-05-151398683.631394666.00-4296.72(-0.31%)279.23
1672.56
239.47%0
1062023-04-272023-05-081311332.751398962.7587369.08(6.70%)260.88
1672.43
239.90%0
1072023-04-202023-04-261424084.751311593.63-112774.98(-7.95%)283.89
1570.22
231.16%0
1082023-04-132023-04-191297307.251424368.63126803.10(9.82%)258.26
1704.05
242.44%0
1092023-04-062023-04-121263978.501297565.5033334.77(2.64%)252.36
1556.34
229.76%0
1102023-03-292023-04-041174612.251264230.7589384.11(7.63%)234.35
1515.44
226.42%0
1112023-03-222023-03-281163835.251174846.6310779.39(0.93%)232.02
1407.01
217.48%0
1122023-03-152023-03-211069122.381164067.2594731.16(8.87%)213.71
1397.89
216.41%0
1132023-03-082023-03-141082039.131069336.13-12919.09(-1.20%)216.05
1282.58
26.93%0
1142023-03-012023-03-071067036.001082255.2515005.92(1.41%)213.33
1299.77
28.23%0
1152023-02-222023-02-281040739.131067249.3826302.59(2.53%)207.72
1279.65
26.72%0
1162023-02-152023-02-211097149.001040946.81-56421.08(-5.16%)218.89
1247.39
24.09%0
1172023-02-082023-02-141062706.751097367.8834448.78(3.25%)212.29
1316.92
29.74%0
1182023-02-012023-02-07988783.751062919.0073937.81(7.49%)197.53
1275.67
26.29%0
1192023-01-182023-01-31954666.50988981.2534124.22(3.58%)190.57
1186.01
2-1.10%0
1202023-01-112023-01-17949500.00954857.065167.60(0.55%)189.45
1144.50
2-4.51%0
1212023-01-042023-01-10951566.56949689.44-2067.19(-0.22%)190.01
1139.17
2-5.03%0
1222022-12-202022-12-26992195.88951756.63-40637.21(-4.11%)197.94
1140.47
2-4.82%0
1232022-12-132022-12-191015966.19992393.81-23775.23(-2.34%)202.86
1190.33
2-0.76%0
1242022-12-062022-12-121043532.881016169.06-27572.31(-2.64%)208.52
1219.77
21.62%0
1252022-11-292022-12-05971944.941043741.3871602.15(7.37%)194.31
1253.54
14.37%0
1262022-11-222022-11-281008119.75972139.25-36181.89(-3.59%)201.38
1166.50
2-2.79%0
1272022-11-152022-11-21986845.251008321.1321278.68(2.16%)197.15
1210.13
20.83%0
1282022-11-082022-11-141029102.75987042.44-42265.77(-4.11%)205.47
1183.75
2-1.30%0
1292022-11-012022-11-071004102.941029308.2525004.62(2.49%)200.66
1235.72
22.93%0
1302022-10-252022-10-31999800.191004303.634303.61(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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