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传媒AI主力仓策略简介:AI将对影视传媒行业进行全方位赋能,无论是chatGPT, 还是AIGC最终会落实到传媒业并产生现金流,根据机构研报,AI赋能内容制作的确定性不断增强,以影视业为例,AI 可以高效的搜集、整理信息从而初步生成剧本、世界观框架、人物小传等文字工作,并可以图片或视频方式对剧本进行预演,从而以较低成本评估剧本。特效方面,AI 可以高效进行场景合成、人脸识别、换脸等,Wonder Dynamics 推出的 Wonder Studio AI 便可一键将 CG 模型与真人合成,极大的简化了 CG 角色制作动画、打光以及将其与现实场景融合的过程,传媒业变革大门已经打开,上行想象空间大幅拓展。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04月07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
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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
12025-04-012025-04-03持仓中2050813.502115445.50(持仓中)64222.26(3.13%)409.81
0.00
2111.54%0
22025-03-252025-03-311933578.382051223.25117258.31(6.07%)386.51
2463.17
2105.12%0
32025-03-182025-03-241907771.881933964.8825811.48(1.35%)381.47
2323.03
293.40%0
42025-03-112025-03-171866317.381908153.3841463.10(2.22%)372.86
2290.10
290.82%0
52025-03-042025-03-101910151.381866690.25-43842.89(-2.30%)381.77
2241.14
286.67%0
62025-02-252025-03-032013218.501910533.13-103087.86(-5.12%)402.47
2294.36
291.05%0
72025-02-182025-02-242050997.382013621.00-37786.51(-1.84%)410.06
2418.44
2101.36%0
82025-02-112025-02-172005094.632051407.5045912.18(2.29%)400.75
2463.00
2105.14%0
92025-01-272025-02-101993951.132005495.3811145.52(0.56%)398.68
2408.85
2100.55%0
102025-01-202025-01-242033050.631994349.88-39107.00(-1.93%)406.21
2393.71
299.43%0
112025-01-132025-01-171995705.882033456.8837352.27(1.87%)398.78
2440.91
1103.35%0
122025-01-062025-01-102137329.001996104.63-141651.69(-6.63%)427.33
2397.40
299.61%0
132024-12-272025-01-032094740.252137756.2542597.67(2.04%)418.52
2565.82
2113.78%0
142024-12-202024-12-262098312.752095158.75-3573.28(-0.17%)419.29
2514.97
2109.52%0
152024-12-132024-12-191997455.632098732.00100876.88(5.05%)399.36
2520.70
2109.87%0
162024-12-062024-12-121878834.381997855.00118645.12(6.32%)375.45
2398.38
299.79%0
172024-11-292024-12-051888669.751879209.88-9837.34(-0.52%)377.42
2255.89
287.92%0
182024-11-222024-11-281874871.751889047.2513800.92(0.74%)374.62
2267.45
288.90%0
192024-11-152024-11-211880877.881875246.38-6007.39(-0.32%)375.93
2251.51
287.52%0
202024-11-082024-11-141856366.631881253.7524516.19(1.32%)371.03
2258.74
288.13%0
212024-11-012024-11-071857850.751856737.63-1484.36(-0.08%)371.28
2229.03
285.67%0
222024-10-252024-10-311902153.131858222.00-44311.20(-2.33%)380.17
2231.01
285.82%0
232024-10-182024-10-241932908.881902533.25-30761.90(-1.59%)386.22
2283.60
290.25%0
242024-10-112024-10-171941147.751933295.13-8240.72(-0.42%)388.05
2321.68
293.33%0
252024-09-272024-10-101941657.631941535.88-509.51(-0.03%)387.83
2329.63
294.15%0
262024-09-202024-09-261871189.131942045.3870482.15(3.77%)373.99
2331.75
294.20%0
272024-09-112024-09-191949107.631871563.13-77933.86(-4.00%)389.46
2246.39
287.16%0
282024-09-042024-09-101932788.631949497.0016321.89(0.84%)386.46
2341.60
294.95%0
292024-08-282024-09-031934252.751933175.13-1464.37(-0.08%)386.70
2321.66
293.32%0
302024-08-212024-08-271997480.001934639.50-63239.76(-3.17%)399.20
2322.58
293.46%0
312024-08-142024-08-201978209.131997879.2519274.86(0.98%)395.24
2397.94
299.79%0
322024-08-072024-08-131881337.131978604.3896891.34(5.16%)375.87
2374.80
297.86%0
332024-07-312024-08-061826889.251881713.0054458.65(2.98%)365.12
2259.21
288.17%0
342024-07-242024-07-301800164.751827254.3826729.68(1.49%)359.88
2194.45
282.73%0
352024-07-172024-07-231824170.381800524.63-24010.53(-1.32%)364.76
2162.78
280.05%0
362024-07-102024-07-161929632.381824535.13-105482.88(-5.47%)385.62
2190.24
282.45%0
372024-07-032024-07-091936805.881930018.00-7175.14(-0.37%)387.21
2317.89
293.00%0
382024-06-262024-07-021875764.251937193.1361053.75(3.26%)375.10
2327.09
193.72%0
392024-06-192024-06-251999204.381876139.38-123464.73(-6.18%)399.75
2253.54
287.61%0
402024-06-122024-06-182018238.131999604.13-19037.25(-0.94%)403.24
2399.96
299.96%0
412024-06-042024-06-112014817.752018641.383421.26(0.17%)402.46
2422.28
2101.86%0
422024-05-282024-06-032004340.252015220.1310479.16(0.52%)400.69
2420.13
2101.52%0
432024-05-212024-05-272047916.252004741.00-43584.64(-2.13%)409.36
2407.24
2100.47%0
442024-05-142024-05-202025518.882048325.6322401.85(1.11%)404.83
2459.33
2104.83%0
452024-05-072024-05-131982000.002025923.7543527.68(2.20%)396.10
2432.21
2102.59%0
462024-04-252024-05-061826024.001982396.13156007.18(8.55%)364.91
2379.95
298.24%0
472024-04-182024-04-241908621.001826388.88-82613.84(-4.33%)381.70
2194.15
282.64%0
482024-04-112024-04-171998898.751909002.75-90295.44(-4.52%)399.54
2292.12
290.90%0
492024-04-022024-04-102068459.131999298.25-69574.51(-3.36%)413.53
2401.06
299.93%0
502024-03-262024-04-012058488.252068872.759972.97(0.48%)411.51
2484.52
2106.89%0
512024-03-192024-03-251998669.132058899.7559831.16(3.00%)399.50
2472.27
2105.89%0
522024-03-122024-03-182024605.381999068.63-25941.50(-1.28%)404.76
2400.77
299.91%0
532024-03-052024-03-111961599.002025010.1363018.84(3.21%)392.17
2432.01
2102.50%0
542024-02-272024-03-041867838.381961991.2593779.58(5.03%)373.23
2355.17
296.20%0
552024-02-202024-02-261669201.381868211.63198676.60(11.91%)333.71
2243.76
286.82%0
562024-02-052024-02-191532683.501669535.00136545.24(8.92%)306.31
2004.48
266.95%0
572024-01-292024-02-021606789.751532989.75-74121.08(-4.62%)321.06
1840.01
253.30%0
582024-01-222024-01-261540455.251607110.7566347.62(4.31%)307.88
1929.60
260.71%0
592024-01-152024-01-191557245.131540763.13-16793.26(-1.08%)311.27
1850.04
254.08%0
602024-01-082024-01-121600844.501557556.38-43608.10(-2.73%)319.97
1870.10
255.76%0
612023-12-222023-12-281771318.381601164.50-170507.99(-9.63%)354.12
1922.87
260.12%0
622023-12-152023-12-211863566.501771672.50-92266.48(-4.95%)372.45
2126.96
277.17%0
632023-12-082023-12-141741985.381863939.00121605.43(6.98%)348.21
2238.31
286.39%0
642023-12-012023-12-071670577.881742333.6371421.85(4.28%)333.94
2092.23
274.23%0
652023-11-242023-11-301783086.251670911.75-112530.84(-6.31%)356.44
2006.43
267.09%0
662023-11-172023-11-231737035.001783442.6346060.51(2.65%)347.19
2141.38
278.34%0
672023-11-102023-11-161804923.881737382.13-67902.50(-3.76%)360.73
2085.80
273.74%0
682023-11-032023-11-091727228.631805284.6377710.83(4.50%)345.13
2167.05
280.53%0
692023-10-272023-11-021747972.501727573.75-20748.19(-1.19%)349.45
2074.73
272.76%0
702023-10-202023-10-261738257.131748321.889717.23(0.56%)347.59
2100.15
274.83%0
712023-10-132023-10-191769888.501738604.63-31637.73(-1.79%)353.83
2087.96
273.86%0
722023-09-282023-10-121753126.131770242.2516765.63(0.96%)350.46
2125.85
277.02%0
732023-09-212023-09-271702321.751753476.6350814.63(2.99%)340.22
2105.24
275.35%0
742023-09-142023-09-201648873.501702662.0053458.96(3.24%)329.60
2044.57
170.27%0
752023-09-072023-09-131700659.501649203.00-51796.46(-3.05%)339.95
1980.30
264.92%0
762023-08-312023-09-061827126.001700999.50-126491.74(-6.93%)365.23
2042.49
270.10%0
772023-08-242023-08-301729450.251827491.2597695.17(5.65%)345.66
2194.27
282.75%0
782023-08-172023-08-231682583.631729796.0046876.16(2.79%)336.25
2076.65
272.98%0
792023-08-102023-08-161719264.251682919.88-36688.09(-2.13%)343.77
2021.43
268.29%0
802023-08-032023-08-091610420.751719608.00108865.24(6.76%)322.03
2065.67
271.96%0
812023-07-272023-08-021628295.881610742.75-17878.41(-1.10%)325.31
1933.09
261.07%0
822023-07-202023-07-261658164.381628621.25-29874.47(-1.80%)331.38
1955.15
262.86%0
832023-07-132023-07-191637678.751658495.7520489.89(1.25%)327.25
1990.89
265.85%0
842023-07-062023-07-121615356.881638005.8822326.18(1.38%)322.91
1966.98
263.80%0
852023-06-202023-06-281854155.001615679.75-238846.05(-12.89%)370.70
1940.34
261.57%0
862023-06-132023-06-191836902.501854525.7517256.14(0.94%)367.18
2226.92
285.45%0
872023-06-062023-06-121819506.881837269.6317398.96(0.96%)363.72
2206.29
283.73%0
882023-05-302023-06-051738793.881819870.6380729.11(4.65%)347.57
2185.36
281.99%0
892023-05-162023-05-221809438.381739141.50-70658.68(-3.91%)361.65
2088.05
273.91%0
902023-05-092023-05-152050853.001809800.13-241462.80(-11.78%)409.92
2172.89
280.98%0
912023-04-272023-05-081789101.752051262.88261803.55(14.65%)357.53
2462.72
2105.13%0
922023-04-202023-04-261598920.131789459.25190219.60(11.90%)319.66
2149.21
278.95%0
932023-04-132023-04-191616806.881599239.75-17890.42(-1.11%)323.20
1920.43
259.92%0
942023-04-062023-04-121574616.631617130.1342198.79(2.68%)314.70
1941.57
261.71%0
952023-03-292023-04-041533584.881574931.3841039.79(2.68%)306.56
1891.25
257.49%0
962023-03-222023-03-281493185.251533891.5040407.72(2.71%)298.49
1842.01
253.39%0
972023-03-152023-03-211438120.001493483.7555076.42(3.83%)287.43
1793.15
249.35%0
982023-03-082023-03-141422330.131438407.3815792.83(1.11%)284.37
1727.61
243.84%0
992023-03-012023-03-071272529.381422614.50149830.66(11.78%)254.45
1708.84
242.26%0
1002023-02-222023-02-281299142.631272783.88-26618.39(-2.05%)259.59
1527.76
227.28%0
1012023-02-152023-02-211280137.001299402.2519009.40(1.49%)255.95
1560.68
229.94%0
1022023-02-082023-02-141270170.751280392.889968.35(0.79%)253.87
1537.32
228.04%0
1032023-02-012023-02-071244749.501270424.5025426.28(2.04%)248.73
1525.01
227.04%0
1042023-01-182023-01-311181274.751244998.2563487.54(5.38%)236.03
1494.42
224.50%0
1052023-01-112023-01-171212093.001181510.75-30824.63(-2.54%)242.38
1419.29
218.15%0
1062023-01-042023-01-101235640.751212335.38-23552.35(-1.91%)246.97
1455.58
221.23%0
1072022-12-272023-01-031217232.251235887.7518412.20(1.51%)243.31
1484.05
223.59%0
1082022-12-202022-12-261221992.631217475.50-4761.43(-0.39%)244.30
1462.16
221.75%0
1092022-12-132022-12-191233410.881222236.88-11420.52(-0.93%)246.46
1467.10
222.22%0
1102022-12-062022-12-121300552.751233657.38-67155.36(-5.17%)260.02
1481.60
223.37%0
1112022-11-292022-12-051299144.631300812.751408.29(0.11%)259.68
1561.97
230.08%0
1122022-11-222022-11-28963608.501299404.38335603.38(34.86%)192.54
1560.04
229.94%0
1132022-11-152022-11-21941814.06963801.0621798.80(2.32%)188.20
1156.99
2-3.62%0
1142022-11-082022-11-14941140.75942002.25673.31(0.07%)188.18
1131.46
2-5.80%0
1152022-11-012022-11-07910019.13941328.9431128.02(3.42%)181.86
1130.11
2-5.87%0
1162022-10-252022-10-31926205.63910200.94-16189.77(-1.75%)185.10
1092.68
2-8.98%0
1172022-10-182022-10-24940113.88926390.75-13910.98(-1.48%)187.88
1112.14
2-7.36%0
1182022-10-112022-10-17894332.13940301.7545790.91(5.12%)178.77
1129.11
2-5.97%0
1192022-09-272022-10-10906412.06894510.81-12082.43(-1.33%)181.21
1074.25
2-10.55%0
1202022-09-202022-09-26924323.50906593.25-17914.87(-1.94%)184.58
1087.51
2-9.34%0
1212022-09-132022-09-19974296.50924508.13-49983.18(-5.13%)194.80
1110.37
2-7.55%0
1222022-09-052022-09-09999800.19974491.31-25508.73(-2.55%)199.81
1169.92
2-2.55%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。




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