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03日开盘价买入:2股 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 | 2025-06-03 | - | 2394116.25 | 2395084.25(持仓中) | 489.23(0.02%) | 478.77 - | 2 | 139.51% | 0 |
2 | 2025-05-26 | 2025-05-30 | 2377318.00 | 2394595.00 | 16801.75(0.71%) | 475.15 2875.07 | 2 | 139.46% | 0 |
3 | 2025-05-19 | 2025-05-23 | 2382166.25 | 2377793.25 | -4849.14(-0.20%) | 476.15 2855.05 | 2 | 137.78% | 0 |
4 | 2025-05-12 | 2025-05-16 | 2456677.00 | 2382642.50 | -74525.82(-3.03%) | 491.31 2862.47 | 2 | 138.26% | 0 |
5 | 2025-04-30 | 2025-05-09 | 2324568.00 | 2457168.50 | 132135.85(5.69%) | 464.65 2950.57 | 2 | 145.72% | 0 |
6 | 2025-04-23 | 2025-04-29 | 2347872.00 | 2325032.75 | -23307.87(-0.99%) | 468.57 2787.33 | 2 | 132.50% | 0 |
7 | 2025-04-16 | 2025-04-22 | 2297713.50 | 2348340.75 | 50168.19(2.19%) | 458.96 2817.89 | 2 | 134.83% | 0 |
8 | 2025-04-01 | 2025-04-08 | 2916581.00 | 2298172.50 | -618991.35(-21.25%) | 582.71 2757.46 | 2 | 129.82% | 0 |
9 | 2025-03-25 | 2025-03-31 | 3071739.50 | 2917163.75 | -155188.54(-5.07%) | 612.54 3493.92 | 2 | 191.72% | 0 |
10 | 2025-03-18 | 2025-03-24 | 3312660.00 | 3072352.25 | -240969.82(-7.28%) | 662.09 3688.59 | 2 | 207.24% | 0 |
11 | 2025-03-11 | 2025-03-17 | 3228864.00 | 3313322.00 | 83812.76(2.60%) | 645.30 3977.90 | 2 | 231.33% | 0 |
12 | 2025-02-25 | 2025-03-03 | 3454731.25 | 3229509.25 | -225911.57(-6.55%) | 689.32 3870.31 | 2 | 222.95% | 0 |
13 | 2025-02-18 | 2025-02-24 | 3244267.50 | 3455420.75 | 210506.44(6.51%) | 646.60 4137.97 | 2 | 245.54% | 0 |
14 | 2025-02-11 | 2025-02-17 | 3156296.75 | 3244914.25 | 87986.49(2.79%) | 630.94 3896.66 | 2 | 224.49% | 0 |
15 | 2025-01-27 | 2025-02-10 | 3509419.50 | 3156927.75 | -353190.53(-10.11%) | 698.54 3772.78 | 2 | 215.69% | 0 |
16 | 2025-01-20 | 2025-01-24 | 3325081.75 | 3510118.25 | 184373.75(5.56%) | 662.73 4203.47 | 2 | 251.01% | 0 |
17 | 2025-01-13 | 2025-01-17 | 2962700.75 | 3325744.50 | 362451.99(12.25%) | 591.81 3991.33 | 2 | 232.57% | 0 |
18 | 2025-01-06 | 2025-01-10 | 2737263.75 | 2963292.50 | 225482.23(8.25%) | 546.60 3555.10 | 2 | 196.33% | 0 |
19 | 2024-12-27 | 2025-01-03 | 2821710.75 | 2737810.25 | -84459.98(-3.02%) | 559.54 3260.46 | 2 | 173.78% | 0 |
20 | 2024-12-20 | 2024-12-26 | 2695154.00 | 2822270.25 | 126578.89(4.71%) | 537.22 3379.89 | 2 | 182.23% | 0 |
21 | 2024-12-13 | 2024-12-19 | 2772426.00 | 2695691.25 | -77288.95(-2.79%) | 554.17 3236.81 | 2 | 169.57% | 0 |
22 | 2024-12-06 | 2024-12-12 | 2655538.50 | 2772980.25 | 116910.69(4.40%) | 530.91 3330.38 | 2 | 177.30% | 0 |
23 | 2024-11-29 | 2024-12-05 | 2600706.00 | 2656069.50 | 54843.95(2.11%) | 519.69 3188.42 | 2 | 165.61% | 0 |
24 | 2024-11-22 | 2024-11-28 | 2708049.75 | 2601225.50 | -107365.44(-3.97%) | 541.41 3123.99 | 1 | 160.12% | 0 |
25 | 2024-11-15 | 2024-11-21 | 2807637.00 | 2708591.00 | -99606.09(-3.56%) | 560.01 3245.11 | 2 | 170.86% | 0 |
26 | 2024-11-08 | 2024-11-14 | 2779928.50 | 2808197.00 | 27714.52(1.00%) | 554.07 3362.39 | 2 | 180.82% | 0 |
27 | 2024-11-01 | 2024-11-07 | 2728315.50 | 2780482.50 | 51622.17(1.89%) | 544.86 3335.78 | 2 | 178.05% | 0 |
28 | 2024-10-25 | 2024-10-31 | 2829787.50 | 2728860.25 | -101492.84(-3.59%) | 565.59 3276.37 | 2 | 172.89% | 0 |
29 | 2024-10-18 | 2024-10-24 | 2446472.00 | 2830353.00 | 383391.91(15.68%) | 489.06 3399.07 | 2 | 183.04% | 0 |
30 | 2024-10-11 | 2024-10-17 | 2552477.50 | 2446961.00 | -106026.51(-4.16%) | 510.08 2937.40 | 2 | 144.70% | 0 |
31 | 2024-09-27 | 2024-10-10 | 2111756.75 | 2552987.50 | 440808.51(20.88%) | 422.20 3066.35 | 2 | 155.30% | 0 |
32 | 2024-09-20 | 2024-09-26 | 2020797.75 | 2112179.00 | 90977.06(4.50%) | 404.03 2536.88 | 2 | 111.22% | 0 |
33 | 2024-09-11 | 2024-09-19 | 2054878.88 | 2021201.88 | -34088.02(-1.66%) | 410.93 2428.10 | 2 | 102.12% | 0 |
34 | 2024-09-04 | 2024-09-10 | 2094816.75 | 2055289.88 | -39945.61(-1.91%) | 418.73 2467.92 | 2 | 105.53% | 0 |
35 | 2024-08-28 | 2024-09-03 | 2016166.88 | 2095235.50 | 78665.66(3.90%) | 403.06 2516.29 | 2 | 109.52% | 0 |
36 | 2024-08-21 | 2024-08-27 | 2001204.63 | 2016569.88 | 14965.25(0.75%) | 400.07 2421.77 | 2 | 101.66% | 0 |
37 | 2024-08-14 | 2024-08-20 | 1939581.63 | 2001604.63 | 61637.19(3.19%) | 385.93 2392.86 | 2 | 100.16% | 0 |
38 | 2024-08-07 | 2024-08-13 | 1930020.88 | 1939967.50 | 9560.77(0.50%) | 385.77 2329.37 | 2 | 94.00% | 0 |
39 | 2024-07-31 | 2024-08-06 | 1924075.63 | 1930406.63 | 5946.39(0.31%) | 384.62 2318.09 | 2 | 93.04% | 0 |
40 | 2024-07-24 | 2024-07-30 | 1905048.75 | 1924460.25 | 19030.77(1.00%) | 380.74 2310.51 | 2 | 92.45% | 0 |
41 | 2024-07-17 | 2024-07-23 | 1940604.13 | 1905429.50 | -35562.56(-1.83%) | 387.86 2287.67 | 2 | 90.54% | 0 |
42 | 2024-07-10 | 2024-07-16 | 1945756.63 | 1940992.00 | -5153.09(-0.27%) | 388.56 2328.45 | 2 | 94.10% | 0 |
43 | 2024-07-03 | 2024-07-09 | 2003701.88 | 1946145.13 | -57955.79(-2.91%) | 399.00 2327.74 | 2 | 94.61% | 0 |
44 | 2024-06-26 | 2024-07-02 | 1937131.25 | 2004100.88 | 66583.01(3.44%) | 386.66 2403.18 | 2 | 100.41% | 0 |
45 | 2024-06-19 | 2024-06-25 | 2107653.75 | 1937517.88 | -170557.08(-8.10%) | 421.21 2325.89 | 2 | 93.75% | 0 |
46 | 2024-06-12 | 2024-06-18 | 1904974.13 | 2108075.00 | 202720.17(10.65%) | 380.72 2531.11 | 2 | 110.81% | 0 |
47 | 2024-06-04 | 2024-06-11 | 2026818.63 | 1905354.88 | -121868.87(-6.02%) | 405.13 2287.76 | 2 | 90.54% | 0 |
48 | 2024-05-28 | 2024-06-03 | 2013505.50 | 2027223.75 | 13315.91(0.66%) | 402.30 2433.17 | 2 | 102.72% | 0 |
49 | 2024-05-21 | 2024-05-27 | 2126004.50 | 2013907.88 | -112521.37(-5.30%) | 424.85 2417.50 | 2 | 101.39% | 0 |
50 | 2024-05-14 | 2024-05-20 | 2097947.25 | 2126429.25 | 28062.76(1.34%) | 419.34 2553.27 | 2 | 112.64% | 0 |
51 | 2024-05-07 | 2024-05-13 | 2229181.00 | 2098366.50 | -131260.17(-5.89%) | 445.60 2519.66 | 2 | 109.84% | 0 |
52 | 2024-04-25 | 2024-05-06 | 2207125.75 | 2229626.50 | 22059.78(1.00%) | 441.29 2677.94 | 2 | 122.96% | 0 |
53 | 2024-04-18 | 2024-04-24 | 2410018.75 | 2207566.75 | -202932.46(-8.45%) | 480.43 2642.80 | 2 | 120.76% | 0 |
54 | 2024-04-11 | 2024-04-17 | 2408272.25 | 2410499.25 | 1746.21(0.07%) | 480.64 2889.96 | 2 | 141.05% | 0 |
55 | 2024-04-02 | 2024-04-10 | 2551813.25 | 2408753.00 | -143570.52(-5.63%) | 510.10 2892.40 | 2 | 140.88% | 0 |
56 | 2024-03-26 | 2024-04-01 | 2560522.50 | 2552323.50 | -8710.99(-0.34%) | 512.02 3065.97 | 2 | 155.23% | 0 |
57 | 2024-03-19 | 2024-03-25 | 2546081.75 | 2561034.50 | 14443.71(0.57%) | 509.10 3076.22 | 2 | 156.10% | 0 |
58 | 2024-03-12 | 2024-03-18 | 2484816.50 | 2546590.75 | 61277.78(2.47%) | 496.63 3057.57 | 2 | 154.66% | 0 |
59 | 2024-03-05 | 2024-03-11 | 2469058.50 | 2485313.00 | 15760.71(0.64%) | 493.77 2985.71 | 2 | 148.53% | 0 |
60 | 2024-02-27 | 2024-03-04 | 2321737.25 | 2469552.25 | 147350.99(6.35%) | 463.99 2964.87 | 2 | 146.96% | 0 |
61 | 2024-02-20 | 2024-02-26 | 2219438.75 | 2322201.50 | 102319.28(4.61%) | 443.73 2789.03 | 2 | 132.22% | 0 |
62 | 2024-02-05 | 2024-02-19 | 1807816.13 | 2219882.25 | 411706.79(22.92%) | 359.32 2653.59 | 2 | 121.99% | 0 |
63 | 2024-01-29 | 2024-02-02 | 2056016.38 | 1808175.38 | -248252.21(-12.08%) | 411.15 2172.08 | 2 | 80.82% | 0 |
64 | 2024-01-22 | 2024-01-26 | 2097750.00 | 2056427.63 | -41741.59(-1.99%) | 419.16 2468.32 | 2 | 105.64% | 0 |
65 | 2024-01-15 | 2024-01-19 | 1948954.25 | 2098169.25 | 148825.97(7.65%) | 389.10 2516.69 | 2 | 109.82% | 0 |
66 | 2024-01-08 | 2024-01-12 | 2007367.25 | 1949343.38 | -58425.12(-2.91%) | 401.28 2340.86 | 2 | 94.93% | 0 |
67 | 2023-12-29 | 2024-01-05 | 2002362.00 | 2007768.50 | 5005.97(0.25%) | 400.38 2411.66 | 2 | 100.78% | 0 |
68 | 2023-12-22 | 2023-12-28 | 2086743.75 | 2002762.50 | -84397.85(-4.05%) | 416.63 2401.90 | 2 | 100.28% | 0 |
69 | 2023-12-15 | 2023-12-21 | 2180201.50 | 2087160.38 | -93476.63(-4.29%) | 435.61 2505.04 | 2 | 108.72% | 0 |
70 | 2023-12-08 | 2023-12-14 | 2116597.00 | 2180637.00 | 63617.54(3.01%) | 422.54 2615.21 | 2 | 118.06% | 0 |
71 | 2023-12-01 | 2023-12-07 | 2174354.25 | 2117019.50 | -57769.29(-2.66%) | 434.57 2541.64 | 2 | 111.70% | 0 |
72 | 2023-11-24 | 2023-11-30 | 2175595.50 | 2174788.75 | -1240.97(-0.06%) | 434.18 2607.24 | 2 | 117.48% | 0 |
73 | 2023-11-17 | 2023-11-23 | 2249560.00 | 2176029.75 | -73980.04(-3.29%) | 449.73 2613.29 | 2 | 117.60% | 0 |
74 | 2023-11-10 | 2023-11-16 | 2173441.50 | 2250009.75 | 76133.66(3.50%) | 434.60 2702.70 | 2 | 125.00% | 0 |
75 | 2023-11-03 | 2023-11-09 | 2064015.88 | 2173876.00 | 109447.68(5.31%) | 412.48 2609.83 | 2 | 117.39% | 0 |
76 | 2023-10-27 | 2023-11-02 | 2044330.25 | 2064428.38 | 19689.20(0.96%) | 408.81 2479.97 | 1 | 106.44% | 0 |
77 | 2023-10-20 | 2023-10-26 | 2027890.50 | 2044739.13 | 16442.99(0.81%) | 405.56 2456.52 | 1 | 104.47% | 0 |
78 | 2023-10-13 | 2023-10-19 | 2097551.75 | 2028296.13 | -69674.60(-3.32%) | 419.11 2434.46 | 2 | 102.83% | 0 |
79 | 2023-09-28 | 2023-10-12 | 2012273.13 | 2097970.75 | 85295.30(4.24%) | 402.40 2520.29 | 2 | 109.80% | 0 |
80 | 2023-09-21 | 2023-09-27 | 1818854.75 | 2012675.50 | 193457.51(10.65%) | 363.29 2415.19 | 1 | 101.27% | 0 |
81 | 2023-09-14 | 2023-09-20 | 1882285.13 | 1819218.00 | -63443.21(-3.37%) | 376.05 2183.22 | 2 | 81.92% | 0 |
82 | 2023-09-07 | 2023-09-13 | 1733864.50 | 1882661.13 | 148450.47(8.58%) | 346.18 2258.38 | 2 | 88.27% | 0 |
83 | 2023-08-31 | 2023-09-06 | 1721459.13 | 1734210.63 | 12407.54(0.72%) | 343.95 2081.52 | 2 | 73.42% | 0 |
84 | 2023-08-24 | 2023-08-30 | 1740641.13 | 1721803.13 | -19186.10(-1.10%) | 348.03 2068.04 | 2 | 72.18% | 0 |
85 | 2023-08-10 | 2023-08-16 | 1812072.13 | 1740989.25 | -71445.13(-3.94%) | 362.26 2090.79 | 2 | 74.10% | 0 |
86 | 2023-08-03 | 2023-08-09 | 1806816.00 | 1812434.38 | 5257.45(0.29%) | 361.02 2175.46 | 2 | 81.24% | 0 |
87 | 2023-07-27 | 2023-08-02 | 1799301.00 | 1807177.00 | 7516.14(0.42%) | 359.82 2170.96 | 1 | 80.72% | 0 |
88 | 2023-07-20 | 2023-07-26 | 1920503.63 | 1799660.88 | -121224.79(-6.35%) | 382.02 2149.72 | 2 | 79.97% | 0 |
89 | 2023-07-13 | 2023-07-19 | 1771165.63 | 1920885.63 | 149366.56(8.45%) | 353.54 2303.69 | 1 | 92.09% | 0 |
90 | 2023-07-06 | 2023-07-12 | 1858065.38 | 1771519.13 | -86917.50(-4.68%) | 371.25 2126.21 | 2 | 77.15% | 0 |
91 | 2023-06-29 | 2023-07-05 | 1796325.13 | 1858436.63 | 61752.24(3.44%) | 359.22 2232.55 | 1 | 85.84% | 0 |
92 | 2023-06-20 | 2023-06-28 | 1947702.38 | 1796684.38 | -151405.23(-7.82%) | 387.23 2144.74 | 2 | 79.67% | 0 |
93 | 2023-06-13 | 2023-06-19 | 1642836.13 | 1948089.63 | 304926.06(18.62%) | 327.47 2333.93 | 2 | 94.81% | 0 |
94 | 2023-06-06 | 2023-06-12 | 1414323.13 | 1643163.63 | 228558.17(16.19%) | 282.33 1970.92 | 2 | 64.32% | 0 |
95 | 2023-05-30 | 2023-06-05 | 1351041.63 | 1414605.38 | 63293.70(4.69%) | 270.01 1698.36 | 2 | 41.46% | 0 |
96 | 2023-05-23 | 2023-05-29 | 1340044.75 | 1351311.63 | 10999.62(0.82%) | 267.13 1618.23 | 2 | 35.13% | 0 |
97 | 2023-05-16 | 2023-05-22 | 1294079.38 | 1340312.00 | 45974.40(3.56%) | 258.32 1607.33 | 2 | 34.03% | 0 |
98 | 2023-05-09 | 2023-05-15 | 1298651.63 | 1294337.63 | -4572.99(-0.35%) | 259.00 1550.66 | 2 | 29.43% | 0 |
99 | 2023-04-27 | 2023-05-08 | 1217472.75 | 1298910.63 | 81195.30(6.69%) | 242.56 1554.93 | 2 | 29.89% | 0 |
100 | 2023-04-20 | 2023-04-26 | 1321532.13 | 1217715.38 | -104079.88(-7.91%) | 263.11 1455.82 | 2 | 21.77% | 0 |
101 | 2023-04-13 | 2023-04-19 | 1204272.63 | 1321795.25 | 117282.92(9.78%) | 239.78 1581.63 | 2 | 32.18% | 0 |
102 | 2023-04-06 | 2023-04-12 | 1173391.38 | 1204512.38 | 30887.07(2.64%) | 233.97 1442.92 | 2 | 20.45% | 0 |
103 | 2023-03-29 | 2023-04-04 | 1092072.00 | 1173625.25 | 81335.23(7.46%) | 218.00 1407.57 | 2 | 17.36% | 0 |
104 | 2023-03-22 | 2023-03-28 | 1082338.63 | 1092290.00 | 9735.41(0.90%) | 215.81 1308.40 | 2 | 9.23% | 0 |
105 | 2023-03-15 | 2023-03-21 | 996258.63 | 1082554.50 | 86097.00(8.66%) | 198.78 1297.78 | 2 | 8.26% | 0 |
106 | 2023-03-08 | 2023-03-14 | 1008576.94 | 996457.44 | -12320.48(-1.23%) | 201.03 1193.05 | 2 | -0.35% | 0 |
107 | 2023-03-01 | 2023-03-07 | 994854.13 | 1008777.94 | 13724.99(1.38%) | 198.84 1211.20 | 2 | 0.88% | 0 |
108 | 2023-02-22 | 2023-02-28 | 970511.00 | 995052.94 | 24348.26(2.51%) | 193.70 1193.05 | 2 | -0.49% | 0 |
109 | 2023-02-15 | 2023-02-21 | 1023115.13 | 970704.69 | -52614.90(-5.15%) | 204.45 1165.20 | 2 | -2.93% | 0 |
110 | 2023-02-08 | 2023-02-14 | 991383.19 | 1023319.63 | 31738.50(3.21%) | 197.96 1227.58 | 2 | 2.33% | 0 |
111 | 2023-02-01 | 2023-02-07 | 923264.06 | 991581.13 | 68132.66(7.39%) | 184.42 1189.93 | 2 | -0.84% | 0 |
112 | 2023-01-18 | 2023-01-31 | 891880.75 | 923448.50 | 31389.73(3.53%) | 178.04 1107.43 | 2 | -7.66% | 0 |
113 | 2023-01-11 | 2023-01-17 | 887027.13 | 892058.75 | 4854.66(0.55%) | 176.97 1069.13 | 2 | -10.79% | 0 |
114 | 2023-01-04 | 2023-01-10 | 888905.94 | 887204.06 | -1879.31(-0.21%) | 177.44 1063.88 | 2 | -11.28% | 0 |
115 | 2022-12-20 | 2022-12-26 | 925753.56 | 889083.38 | -36854.75(-3.99%) | 184.56 1064.60 | 2 | -11.09% | 0 |
116 | 2022-12-13 | 2022-12-19 | 947526.88 | 925938.13 | -21778.17(-2.30%) | 189.39 1111.76 | 2 | -7.41% | 0 |
117 | 2022-12-06 | 2022-12-12 | 972658.31 | 947716.31 | -25136.24(-2.59%) | 194.25 1136.94 | 2 | -5.23% | 0 |
118 | 2022-11-22 | 2022-11-28 | 1008016.25 | 972852.56 | -35364.93(-3.51%) | 201.24 1166.65 | 2 | -2.71% | 0 |
119 | 2022-11-15 | 2022-11-21 | 987165.44 | 1008217.50 | 20854.88(2.12%) | 197.20 1209.91 | 2 | 0.82% | 0 |
120 | 2022-11-08 | 2022-11-14 | 1028324.06 | 987362.63 | -41166.57(-4.01%) | 205.12 1182.98 | 2 | -1.26% | 0 |
121 | 2022-11-01 | 2022-11-07 | 1004053.06 | 1028529.19 | 24275.46(2.42%) | 200.67 1234.87 | 2 | 2.85% | 0 |
122 | 2022-10-25 | 2022-10-31 | 999800.31 | 1004253.75 | 4253.79(0.43%) | 199.62 1204.54 | 2 | 0.43% | 0 |