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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06月01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
12026-05-29-5849756.005734340.00(持仓中)-116561.47(-2.03%)1145.60
-
2473.43%0
22026-05-222026-05-285056670.505850901.50793227.53(15.81%)1003.58
6982.92
2485.09%0
32026-05-152026-05-215205681.505057674.00-149039.28(-2.89%)1031.40
6017.98
2405.77%0
42026-05-082026-05-144262748.005206713.00943124.10(22.42%)841.23
6187.54
2420.67%0
52026-04-282026-05-074313593.504263589.00-50857.47(-1.19%)852.91
5063.52
2326.36%0
62026-04-212026-04-274302275.004314446.5011319.66(0.27%)852.10
5133.34
2331.44%0
72026-04-142026-04-203990265.004303127.00312074.04(7.92%)788.18
5110.66
2330.31%0
82026-04-072026-04-133520255.503991053.25470105.72(13.59%)691.72
4720.95
2299.11%0
92026-03-302026-04-033436775.753520947.5083494.44(2.47%)677.07
4168.44
2252.09%0
102026-03-232026-03-273357432.503437453.0079360.50(2.40%)660.08
4061.38
2243.75%0
112026-03-162026-03-203157679.503358092.50199794.04(6.46%)618.97
3959.04
2235.81%0
122026-03-092026-03-133011158.003158298.50146538.37(4.87%)602.03
3793.32
2215.83%0
132026-03-022026-03-062977820.753011760.0033351.09(1.13%)588.15
3573.90
2201.18%0
142026-02-132026-02-272911608.752978408.7566218.94(2.28%)581.09
3571.00
2197.84%0
152026-02-062026-02-122629464.502912189.75282203.71(10.82%)521.55
3472.72
2191.22%0
162026-01-302026-02-052770040.252629986.00-140600.61(-5.15%)546.42
3114.21
2163.00%0
172026-01-232026-01-292735002.752770586.7535042.13(1.29%)541.88
3297.94
2177.06%0
182026-01-162026-01-222803030.502735544.50-68046.55(-2.43%)560.33
3284.92
2173.55%0
192026-01-092026-01-152657190.752803591.00145869.18(5.49%)531.30
3367.54
2180.36%0
202025-12-312026-01-082682637.502657722.00-25447.21(-0.96%)531.89
3165.25
2165.77%0
212025-12-242025-12-302722428.252683169.25-39794.41(-1.49%)535.38
3168.96
2168.32%0
222025-12-172025-12-232530720.252722963.75191745.63(7.71%)497.69
3220.72
2172.30%0
232025-12-102025-12-162753453.752531218.00-222776.17(-8.25%)540.32
2978.78
2153.12%0
242025-12-032025-12-092408527.252753994.00344986.31(14.36%)480.45
3301.20
2175.40%0
252025-11-262025-12-022205229.752409007.75203339.76(9.28%)438.32
2877.89
2140.90%0
262025-11-192025-11-252239117.002205668.00-33889.67(-1.54%)440.67
2606.99
2120.57%0
272025-11-122025-11-182388825.252239557.75-149742.35(-6.31%)474.74
2672.53
2123.96%0
282025-11-052025-11-112359275.752389300.0029552.66(1.25%)471.69
2869.64
2138.93%0
292025-10-292025-11-042408409.502359747.50-49143.22(-2.04%)481.32
2832.91
2135.97%0
302025-10-222025-10-282109722.502408890.75298749.99(14.29%)418.23
2871.80
2140.89%0
312025-09-302025-10-142298589.752110140.75-188899.78(-8.38%)450.86
2482.00
2111.01%0
322025-09-232025-09-292461070.002299040.50-162515.90(-6.68%)486.30
2726.63
2129.90%0
332025-09-162025-09-222450433.252461556.2510641.20(0.44%)481.68
2906.93
2146.16%0
342025-09-092025-09-152552839.502450915.00-102434.97(-4.01%)510.52
2944.37
1145.09%0
352025-09-022025-09-082940073.252553350.00-387304.31(-13.33%)581.04
3025.82
2155.34%0
362025-08-262025-09-012973466.252940654.25-33406.86(-1.12%)594.61
3532.55
2194.07%0
372025-08-192025-08-252800629.002974061.00172872.75(6.18%)559.26
3567.97
2197.41%0
382025-08-122025-08-182754489.502801188.2546148.28(1.68%)550.64
3363.91
2180.12%0
392025-08-052025-08-112694473.752755040.0060027.50(2.23%)538.68
3308.71
2175.50%0
402025-07-292025-08-042763507.002695012.50-69046.89(-2.50%)552.44
3236.32
2169.50%0
412025-07-222025-07-282795711.252764059.50-32210.50(-1.15%)558.93
3319.59
2176.41%0
422025-07-152025-07-212738446.502796270.0057276.16(2.09%)547.34
3357.47
2179.63%0
432025-07-082025-07-142555232.002738994.00183251.10(7.17%)510.98
3290.35
2173.90%0
442025-07-012025-07-072545541.752555743.009692.38(0.38%)508.81
3068.77
2155.57%0
452025-06-242025-06-302315703.502546050.50229884.00(9.93%)463.03
3058.24
2154.61%0
462025-06-172025-06-232364670.002316166.50-48976.33(-2.07%)472.75
2781.66
2131.62%0
472025-06-102025-06-162362617.252365142.752053.26(0.09%)472.27
2840.04
2136.51%0
482025-06-032025-06-092239534.252363089.50123107.50(5.50%)447.83
2838.68
2136.31%0
492025-05-262025-05-302237931.752239982.001605.29(0.07%)445.03
2675.83
2124.00%0
502025-05-192025-05-232221728.502238376.7516203.90(0.73%)444.27
2688.80
2123.84%0
512025-05-122025-05-162259402.502222172.75-37681.20(-1.67%)451.59
2668.09
2122.22%0
522025-04-302025-05-092146808.752259854.00112615.81(5.25%)429.32
2714.85
2125.99%0
532025-04-232025-04-292168427.502147238.25-21622.26(-1.00%)432.91
2575.12
2114.72%0
542025-04-162025-04-222091897.502168860.5076544.81(3.66%)418.09
2604.04
2116.89%0
552025-04-012025-04-082651822.252092315.63-560033.42(-21.26%)526.89
2492.94
2109.23%0
562025-03-252025-03-312794153.502652349.00-142359.05(-5.13%)554.64
3161.44
2165.23%0
572025-03-182025-03-242949797.502794708.00-155679.45(-5.28%)589.82
3356.82
2179.47%0
582025-03-112025-03-172915578.252950387.2534226.26(1.17%)582.72
3542.33
2195.04%0
592025-03-042025-03-102928785.752916161.00-13210.47(-0.45%)585.63
3502.85
1191.62%0
602025-02-252025-03-032984513.752929371.50-55739.13(-1.87%)596.73
3518.45
2192.94%0
612025-02-182025-02-242888592.752985110.5095940.25(3.32%)577.66
3586.10
2198.51%0
622025-02-112025-02-172843720.002889170.2544881.63(1.58%)568.66
3470.67
2188.92%0
632025-01-272025-02-103164428.752844288.75-320769.37(-10.19%)629.52
3397.05
2184.43%0
642025-01-202025-01-243184216.503165058.25-19795.10(-0.62%)636.64
3801.41
2216.51%0
652025-01-132025-01-172834562.753184853.25349724.16(12.35%)566.41
3823.38
2218.49%0
662025-01-062025-01-102618255.252835129.00216351.00(8.27%)522.96
3402.09
2183.51%0
672024-12-272025-01-032848463.752618778.00-230254.61(-8.10%)568.77
3140.76
2161.88%0
682024-12-202024-12-262802254.002849032.7546220.11(1.65%)558.81
3413.10
2184.90%0
692024-12-132024-12-192890188.502802812.75-87953.89(-3.04%)578.01
3367.26
2180.28%0
702024-12-062024-12-122827401.252890766.5062800.30(2.22%)565.22
3471.55
2189.08%0
712024-11-292024-12-052768791.252827966.2558621.64(2.12%)553.33
3395.09
2182.80%0
722024-11-222024-11-282884593.502769344.50-115825.65(-4.02%)576.86
3326.84
1176.93%0
732024-11-152024-11-212991964.002885170.25-107391.00(-3.60%)597.35
3460.09
2188.52%0
742024-11-082024-11-142962093.752992561.2529875.30(1.01%)592.11
3593.55
2199.26%0
752024-11-012024-11-072906728.502962686.0055377.74(1.91%)579.53
3548.61
2196.27%0
762024-10-252024-10-313013983.502907308.25-107274.59(-3.58%)599.46
3472.89
2190.73%0
772024-10-182024-10-242525004.003014582.75489073.98(19.37%)504.87
3621.09
2201.46%0
782024-10-112024-10-172635598.502525508.75-110616.73(-4.20%)526.88
3032.84
2152.55%0
792024-09-272024-10-102176800.502636125.50458890.04(21.09%)435.19
3166.13
2163.61%0
802024-09-202024-09-262082147.632177235.5094671.79(4.55%)416.26
2614.78
2117.72%0
812024-09-112024-09-192113022.502082563.88-30881.19(-1.46%)422.53
2501.61
2108.26%0
822024-09-042024-09-102154473.502113445.00-41459.17(-1.92%)430.77
2538.41
2111.34%0
832024-08-282024-09-032111442.002154904.2543040.15(2.04%)422.06
2587.60
2115.49%0
842024-08-212024-08-272095030.632111864.0016414.38(0.78%)418.93
2536.85
2111.19%0
852024-08-142024-08-202028162.252095449.6366883.83(3.31%)403.62
2505.47
2109.54%0
862024-08-072024-08-132017119.002028565.7511043.49(0.55%)403.31
2436.50
2102.86%0
872024-07-312024-08-062010486.752017522.256633.67(0.33%)401.96
2423.09
2101.75%0
882024-07-242024-07-301990408.632010888.6320082.28(1.01%)397.88
2414.77
2101.09%0
892024-07-172024-07-232029173.881990806.38-38773.29(-1.91%)405.76
2391.38
299.08%0
902024-07-102024-07-162080602.632029579.63-51437.81(-2.48%)414.87
2430.90
2102.96%0
912024-07-032024-07-092145875.502081017.50-65285.75(-3.05%)427.65
2491.05
2108.10%0
922024-06-262024-07-022073852.132146303.2572037.00(3.48%)414.15
2574.91
2114.63%0
932024-06-192024-06-252259026.002074266.25-185211.24(-8.20%)451.59
2490.83
2107.43%0
942024-06-122024-06-182038489.752259477.50220580.15(10.82%)407.54
2713.70
2125.95%0
952024-06-042024-06-112170185.502038897.25-131722.02(-6.07%)433.81
2448.23
2103.89%0
962024-05-282024-06-032155007.002170619.2515181.90(0.71%)430.26
2603.42
2117.06%0
972024-05-212024-05-272276665.252155437.25-121682.96(-5.35%)455.02
2587.78
2115.54%0
982024-05-142024-05-202244203.502277120.2532468.55(1.45%)448.29
2732.52
2127.71%0
992024-05-072024-05-132387463.752244651.75-143289.14(-6.00%)477.34
2695.91
2124.47%0
1002024-04-252024-05-062359355.002387941.0028114.40(1.19%)471.61
2867.40
2138.79%0
1012024-04-182024-04-242579176.002359826.50-219864.26(-8.54%)514.62
2827.88
2135.98%0
1022024-04-112024-04-172577214.752579690.751961.97(0.08%)514.06
3091.05
2157.97%0
1032024-04-022024-04-102736418.002577728.75-159236.18(-5.82%)547.15
3096.19
2157.77%0
1042024-03-262024-04-012746142.752736965.00-9726.48(-0.35%)548.99
3286.85
2173.70%0
1052024-03-192024-03-252730735.502746691.5015410.11(0.56%)545.74
3297.53
2174.67%0
1062024-03-122024-03-182664039.502731281.2566709.52(2.51%)532.29
3278.35
2173.13%0
1072024-03-052024-03-112645275.502664571.7518767.30(0.71%)528.83
3199.95
2166.46%0
1082024-02-272024-03-042482333.752645804.50162974.49(6.57%)496.23
3177.38
2164.58%0
1092024-02-202024-02-262368674.252482830.00113682.35(4.80%)473.59
2982.10
2148.28%0
1102024-02-052024-02-191919553.132369147.75449211.10(23.43%)383.40
2843.31
2136.91%0
1112024-01-292024-02-022194505.501919936.63-275007.58(-12.53%)438.80
2306.06
291.99%0
1122024-01-222024-01-262239011.002194944.25-44513.71(-1.99%)446.78
2630.99
2119.49%0
1132024-01-152024-01-192076710.252239458.00162333.16(7.83%)414.58
2686.03
2123.95%0
1142024-01-082024-01-122133435.252077124.88-56736.84(-2.66%)426.42
2493.96
2107.71%0
1152023-12-292024-01-052127801.752133861.755634.73(0.27%)425.25
2561.82
2113.39%0
1162023-12-222023-12-282220528.502128227.00-92745.48(-4.18%)444.06
2556.70
2112.82%0
1172023-12-152023-12-212322498.252220972.50-101989.87(-4.39%)464.21
2666.65
2122.10%0
1182023-12-082023-12-142292618.752322962.2529885.51(1.30%)458.20
2788.96
2132.30%0
1192023-12-012023-12-072357105.002293076.75-64499.68(-2.74%)471.37
2754.70
2129.31%0
1202023-11-242023-11-302358941.502357576.50-1835.78(-0.08%)470.79
2826.51
2135.76%0
1212023-11-172023-11-232439456.252359412.25-80531.51(-3.30%)487.61
2832.98
2135.94%0
1222023-11-102023-11-162353813.502439943.7585659.79(3.64%)470.54
2930.13
2143.99%0
1232023-11-032023-11-092232006.752354284.00121831.10(5.46%)446.25
2827.63
2135.43%0
1242023-10-272023-11-022255234.252232453.00-23232.09(-1.03%)450.88
2681.16
2123.25%0
1252023-10-202023-10-262221534.502255685.2533706.49(1.52%)444.18
2709.34
2125.57%0
1262023-10-132023-10-192299816.502221978.75-78297.54(-3.41%)459.84
2668.86
2122.20%0
1272023-09-282023-10-122202818.002300276.2597017.84(4.41%)440.26
2761.85
2130.03%0
1282023-09-212023-09-271990392.002203258.25212468.35(10.68%)397.88
2645.89
1120.33%0
1292023-09-142023-09-202061870.881990789.88-71493.30(-3.47%)412.25
2391.06
299.08%0
1302023-09-072023-09-131897732.002062283.25164172.44(8.67%)378.85
2473.50
2106.23%0
1312023-08-312023-09-061883312.751898110.7514421.46(0.77%)376.44
2279.13
289.81%0
1322023-08-242023-08-301903492.631883689.25-20183.97(-1.06%)380.60
2262.56
288.37%0
1332023-08-102023-08-161984486.881903873.25-81010.20(-4.08%)396.65
2285.88
290.39%0
1342023-08-032023-08-091983565.881984883.50921.17(0.05%)396.42
2382.96
298.49%0
1352023-07-272023-08-021970824.001983962.2512744.17(0.65%)394.02
2382.75
298.40%0
1362023-07-202023-07-262106331.751971218.13-135533.32(-6.46%)419.92
2360.21
297.12%0
1372023-07-132023-07-191939778.132106751.50166586.73(8.61%)386.81
2524.25
1110.68%0
1382023-07-062023-07-122038719.251940164.88-98961.71(-4.86%)407.37
2328.76
294.02%0
1392023-06-292023-07-051967950.382039126.6370782.58(3.60%)393.58
2449.85
1103.91%0
1402023-06-202023-06-282137086.501968344.00-169167.90(-7.95%)425.42
2352.83
296.83%0
1412023-06-132023-06-191797326.002137512.00339828.26(19.00%)357.69
2557.45
2113.75%0
1422023-06-062023-06-121547000.001797683.63250374.95(16.22%)308.72
2155.72
279.77%0
1432023-05-302023-06-051477311.001547308.7569703.30(4.73%)294.48
1853.10
254.73%0
1442023-05-232023-05-291465337.881477605.5011975.17(0.82%)292.43
1771.42
247.76%0
1452023-05-162023-05-221415755.881465630.3849591.65(3.51%)282.78
1758.63
246.56%0
1462023-05-092023-05-151419523.251416038.75-3768.31(-0.27%)283.80
1700.67
241.60%0
1472023-04-272023-05-081330083.001419807.0089459.17(6.75%)264.90
1699.13
241.98%0
1482023-04-202023-04-261445467.631330347.88-115408.12(-8.00%)288.44
1594.41
233.03%0
1492023-04-132023-04-191315789.001445756.00129704.74(9.89%)262.29
1731.78
244.58%0
1502023-04-062023-04-121281925.751316051.2533870.14(2.65%)255.42
1575.37
231.61%0
1512023-03-292023-04-041189529.131282181.1392414.84(7.79%)237.18
1536.09
228.22%0
1522023-03-222023-03-281178304.381189766.3811226.58(0.95%)235.53
1428.65
218.98%0
1532023-03-152023-03-211079904.751178539.8898419.19(9.12%)215.83
1415.04
217.85%0
1542023-03-082023-03-141092685.381080120.63-12783.23(-1.17%)218.50
1297.49
28.01%0
1552023-03-012023-03-071077315.001092903.8815373.72(1.43%)215.29
1312.01
29.29%0
1562023-02-222023-02-281050304.251077530.1327016.14(2.58%)209.77
1292.85
27.75%0
1572023-02-152023-02-211107335.251050514.00-57041.93(-5.17%)220.73
1257.70
25.05%0
1582023-02-082023-02-141071908.131107556.0035433.82(3.31%)214.12
1329.12
210.76%0
1592023-02-012023-02-07997261.561072122.1374661.52(7.50%)199.09
1285.90
27.21%0
1602023-01-182023-01-31961048.19997460.6336220.23(3.77%)192.15
1198.01
2-0.25%0
1612023-01-112023-01-17955784.31961240.385265.16(0.55%)190.88
1153.19
2-3.88%0
1622023-01-042023-01-10957952.06955975.19-2168.17(-0.23%)191.30
1146.82
2-4.40%0
1632022-12-202022-12-26990297.50958143.38-32352.03(-3.27%)197.89
1150.15
1-4.19%0
1642022-12-132022-12-191014261.81990495.38-23969.17(-2.36%)202.75
1189.42
2-0.95%0
1652022-12-062022-12-121042169.131014464.56-27912.99(-2.68%)208.39
1218.55
21.45%0
1662022-11-292022-12-05970679.381042377.5671504.13(7.37%)194.05
1251.82
14.24%0
1672022-11-222022-11-281007347.31970873.44-36675.24(-3.64%)201.37
1165.83
2-2.91%0
1682022-11-152022-11-21985961.441007548.6921390.16(2.17%)197.06
1209.74
20.75%0
1692022-11-082022-11-141029587.50986158.50-43634.91(-4.24%)205.86
1184.49
2-1.38%0
1702022-11-012022-11-071003973.881029793.3825618.80(2.55%)200.68
1236.52
22.98%0
1712022-10-252022-10-31999800.191004174.564174.59(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。




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