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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

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
12025-06-03-2394116.252395084.25(持仓中)489.23(0.02%)478.77
-
2139.51%0
22025-05-262025-05-302377318.002394595.0016801.75(0.71%)475.15
2875.07
2139.46%0
32025-05-192025-05-232382166.252377793.25-4849.14(-0.20%)476.15
2855.05
2137.78%0
42025-05-122025-05-162456677.002382642.50-74525.82(-3.03%)491.31
2862.47
2138.26%0
52025-04-302025-05-092324568.002457168.50132135.85(5.69%)464.65
2950.57
2145.72%0
62025-04-232025-04-292347872.002325032.75-23307.87(-0.99%)468.57
2787.33
2132.50%0
72025-04-162025-04-222297713.502348340.7550168.19(2.19%)458.96
2817.89
2134.83%0
82025-04-012025-04-082916581.002298172.50-618991.35(-21.25%)582.71
2757.46
2129.82%0
92025-03-252025-03-313071739.502917163.75-155188.54(-5.07%)612.54
3493.92
2191.72%0
102025-03-182025-03-243312660.003072352.25-240969.82(-7.28%)662.09
3688.59
2207.24%0
112025-03-112025-03-173228864.003313322.0083812.76(2.60%)645.30
3977.90
2231.33%0
122025-02-252025-03-033454731.253229509.25-225911.57(-6.55%)689.32
3870.31
2222.95%0
132025-02-182025-02-243244267.503455420.75210506.44(6.51%)646.60
4137.97
2245.54%0
142025-02-112025-02-173156296.753244914.2587986.49(2.79%)630.94
3896.66
2224.49%0
152025-01-272025-02-103509419.503156927.75-353190.53(-10.11%)698.54
3772.78
2215.69%0
162025-01-202025-01-243325081.753510118.25184373.75(5.56%)662.73
4203.47
2251.01%0
172025-01-132025-01-172962700.753325744.50362451.99(12.25%)591.81
3991.33
2232.57%0
182025-01-062025-01-102737263.752963292.50225482.23(8.25%)546.60
3555.10
2196.33%0
192024-12-272025-01-032821710.752737810.25-84459.98(-3.02%)559.54
3260.46
2173.78%0
202024-12-202024-12-262695154.002822270.25126578.89(4.71%)537.22
3379.89
2182.23%0
212024-12-132024-12-192772426.002695691.25-77288.95(-2.79%)554.17
3236.81
2169.57%0
222024-12-062024-12-122655538.502772980.25116910.69(4.40%)530.91
3330.38
2177.30%0
232024-11-292024-12-052600706.002656069.5054843.95(2.11%)519.69
3188.42
2165.61%0
242024-11-222024-11-282708049.752601225.50-107365.44(-3.97%)541.41
3123.99
1160.12%0
252024-11-152024-11-212807637.002708591.00-99606.09(-3.56%)560.01
3245.11
2170.86%0
262024-11-082024-11-142779928.502808197.0027714.52(1.00%)554.07
3362.39
2180.82%0
272024-11-012024-11-072728315.502780482.5051622.17(1.89%)544.86
3335.78
2178.05%0
282024-10-252024-10-312829787.502728860.25-101492.84(-3.59%)565.59
3276.37
2172.89%0
292024-10-182024-10-242446472.002830353.00383391.91(15.68%)489.06
3399.07
2183.04%0
302024-10-112024-10-172552477.502446961.00-106026.51(-4.16%)510.08
2937.40
2144.70%0
312024-09-272024-10-102111756.752552987.50440808.51(20.88%)422.20
3066.35
2155.30%0
322024-09-202024-09-262020797.752112179.0090977.06(4.50%)404.03
2536.88
2111.22%0
332024-09-112024-09-192054878.882021201.88-34088.02(-1.66%)410.93
2428.10
2102.12%0
342024-09-042024-09-102094816.752055289.88-39945.61(-1.91%)418.73
2467.92
2105.53%0
352024-08-282024-09-032016166.882095235.5078665.66(3.90%)403.06
2516.29
2109.52%0
362024-08-212024-08-272001204.632016569.8814965.25(0.75%)400.07
2421.77
2101.66%0
372024-08-142024-08-201939581.632001604.6361637.19(3.19%)385.93
2392.86
2100.16%0
382024-08-072024-08-131930020.881939967.509560.77(0.50%)385.77
2329.37
294.00%0
392024-07-312024-08-061924075.631930406.635946.39(0.31%)384.62
2318.09
293.04%0
402024-07-242024-07-301905048.751924460.2519030.77(1.00%)380.74
2310.51
292.45%0
412024-07-172024-07-231940604.131905429.50-35562.56(-1.83%)387.86
2287.67
290.54%0
422024-07-102024-07-161945756.631940992.00-5153.09(-0.27%)388.56
2328.45
294.10%0
432024-07-032024-07-092003701.881946145.13-57955.79(-2.91%)399.00
2327.74
294.61%0
442024-06-262024-07-021937131.252004100.8866583.01(3.44%)386.66
2403.18
2100.41%0
452024-06-192024-06-252107653.751937517.88-170557.08(-8.10%)421.21
2325.89
293.75%0
462024-06-122024-06-181904974.132108075.00202720.17(10.65%)380.72
2531.11
2110.81%0
472024-06-042024-06-112026818.631905354.88-121868.87(-6.02%)405.13
2287.76
290.54%0
482024-05-282024-06-032013505.502027223.7513315.91(0.66%)402.30
2433.17
2102.72%0
492024-05-212024-05-272126004.502013907.88-112521.37(-5.30%)424.85
2417.50
2101.39%0
502024-05-142024-05-202097947.252126429.2528062.76(1.34%)419.34
2553.27
2112.64%0
512024-05-072024-05-132229181.002098366.50-131260.17(-5.89%)445.60
2519.66
2109.84%0
522024-04-252024-05-062207125.752229626.5022059.78(1.00%)441.29
2677.94
2122.96%0
532024-04-182024-04-242410018.752207566.75-202932.46(-8.45%)480.43
2642.80
2120.76%0
542024-04-112024-04-172408272.252410499.251746.21(0.07%)480.64
2889.96
2141.05%0
552024-04-022024-04-102551813.252408753.00-143570.52(-5.63%)510.10
2892.40
2140.88%0
562024-03-262024-04-012560522.502552323.50-8710.99(-0.34%)512.02
3065.97
2155.23%0
572024-03-192024-03-252546081.752561034.5014443.71(0.57%)509.10
3076.22
2156.10%0
582024-03-122024-03-182484816.502546590.7561277.78(2.47%)496.63
3057.57
2154.66%0
592024-03-052024-03-112469058.502485313.0015760.71(0.64%)493.77
2985.71
2148.53%0
602024-02-272024-03-042321737.252469552.25147350.99(6.35%)463.99
2964.87
2146.96%0
612024-02-202024-02-262219438.752322201.50102319.28(4.61%)443.73
2789.03
2132.22%0
622024-02-052024-02-191807816.132219882.25411706.79(22.92%)359.32
2653.59
2121.99%0
632024-01-292024-02-022056016.381808175.38-248252.21(-12.08%)411.15
2172.08
280.82%0
642024-01-222024-01-262097750.002056427.63-41741.59(-1.99%)419.16
2468.32
2105.64%0
652024-01-152024-01-191948954.252098169.25148825.97(7.65%)389.10
2516.69
2109.82%0
662024-01-082024-01-122007367.251949343.38-58425.12(-2.91%)401.28
2340.86
294.93%0
672023-12-292024-01-052002362.002007768.505005.97(0.25%)400.38
2411.66
2100.78%0
682023-12-222023-12-282086743.752002762.50-84397.85(-4.05%)416.63
2401.90
2100.28%0
692023-12-152023-12-212180201.502087160.38-93476.63(-4.29%)435.61
2505.04
2108.72%0
702023-12-082023-12-142116597.002180637.0063617.54(3.01%)422.54
2615.21
2118.06%0
712023-12-012023-12-072174354.252117019.50-57769.29(-2.66%)434.57
2541.64
2111.70%0
722023-11-242023-11-302175595.502174788.75-1240.97(-0.06%)434.18
2607.24
2117.48%0
732023-11-172023-11-232249560.002176029.75-73980.04(-3.29%)449.73
2613.29
2117.60%0
742023-11-102023-11-162173441.502250009.7576133.66(3.50%)434.60
2702.70
2125.00%0
752023-11-032023-11-092064015.882173876.00109447.68(5.31%)412.48
2609.83
2117.39%0
762023-10-272023-11-022044330.252064428.3819689.20(0.96%)408.81
2479.97
1106.44%0
772023-10-202023-10-262027890.502044739.1316442.99(0.81%)405.56
2456.52
1104.47%0
782023-10-132023-10-192097551.752028296.13-69674.60(-3.32%)419.11
2434.46
2102.83%0
792023-09-282023-10-122012273.132097970.7585295.30(4.24%)402.40
2520.29
2109.80%0
802023-09-212023-09-271818854.752012675.50193457.51(10.65%)363.29
2415.19
1101.27%0
812023-09-142023-09-201882285.131819218.00-63443.21(-3.37%)376.05
2183.22
281.92%0
822023-09-072023-09-131733864.501882661.13148450.47(8.58%)346.18
2258.38
288.27%0
832023-08-312023-09-061721459.131734210.6312407.54(0.72%)343.95
2081.52
273.42%0
842023-08-242023-08-301740641.131721803.13-19186.10(-1.10%)348.03
2068.04
272.18%0
852023-08-102023-08-161812072.131740989.25-71445.13(-3.94%)362.26
2090.79
274.10%0
862023-08-032023-08-091806816.001812434.385257.45(0.29%)361.02
2175.46
281.24%0
872023-07-272023-08-021799301.001807177.007516.14(0.42%)359.82
2170.96
180.72%0
882023-07-202023-07-261920503.631799660.88-121224.79(-6.35%)382.02
2149.72
279.97%0
892023-07-132023-07-191771165.631920885.63149366.56(8.45%)353.54
2303.69
192.09%0
902023-07-062023-07-121858065.381771519.13-86917.50(-4.68%)371.25
2126.21
277.15%0
912023-06-292023-07-051796325.131858436.6361752.24(3.44%)359.22
2232.55
185.84%0
922023-06-202023-06-281947702.381796684.38-151405.23(-7.82%)387.23
2144.74
279.67%0
932023-06-132023-06-191642836.131948089.63304926.06(18.62%)327.47
2333.93
294.81%0
942023-06-062023-06-121414323.131643163.63228558.17(16.19%)282.33
1970.92
264.32%0
952023-05-302023-06-051351041.631414605.3863293.70(4.69%)270.01
1698.36
241.46%0
962023-05-232023-05-291340044.751351311.6310999.62(0.82%)267.13
1618.23
235.13%0
972023-05-162023-05-221294079.381340312.0045974.40(3.56%)258.32
1607.33
234.03%0
982023-05-092023-05-151298651.631294337.63-4572.99(-0.35%)259.00
1550.66
229.43%0
992023-04-272023-05-081217472.751298910.6381195.30(6.69%)242.56
1554.93
229.89%0
1002023-04-202023-04-261321532.131217715.38-104079.88(-7.91%)263.11
1455.82
221.77%0
1012023-04-132023-04-191204272.631321795.25117282.92(9.78%)239.78
1581.63
232.18%0
1022023-04-062023-04-121173391.381204512.3830887.07(2.64%)233.97
1442.92
220.45%0
1032023-03-292023-04-041092072.001173625.2581335.23(7.46%)218.00
1407.57
217.36%0
1042023-03-222023-03-281082338.631092290.009735.41(0.90%)215.81
1308.40
29.23%0
1052023-03-152023-03-21996258.631082554.5086097.00(8.66%)198.78
1297.78
28.26%0
1062023-03-082023-03-141008576.94996457.44-12320.48(-1.23%)201.03
1193.05
2-0.35%0
1072023-03-012023-03-07994854.131008777.9413724.99(1.38%)198.84
1211.20
20.88%0
1082023-02-222023-02-28970511.00995052.9424348.26(2.51%)193.70
1193.05
2-0.49%0
1092023-02-152023-02-211023115.13970704.69-52614.90(-5.15%)204.45
1165.20
2-2.93%0
1102023-02-082023-02-14991383.191023319.6331738.50(3.21%)197.96
1227.58
22.33%0
1112023-02-012023-02-07923264.06991581.1368132.66(7.39%)184.42
1189.93
2-0.84%0
1122023-01-182023-01-31891880.75923448.5031389.73(3.53%)178.04
1107.43
2-7.66%0
1132023-01-112023-01-17887027.13892058.754854.66(0.55%)176.97
1069.13
2-10.79%0
1142023-01-042023-01-10888905.94887204.06-1879.31(-0.21%)177.44
1063.88
2-11.28%0
1152022-12-202022-12-26925753.56889083.38-36854.75(-3.99%)184.56
1064.60
2-11.09%0
1162022-12-132022-12-19947526.88925938.13-21778.17(-2.30%)189.39
1111.76
2-7.41%0
1172022-12-062022-12-12972658.31947716.31-25136.24(-2.59%)194.25
1136.94
2-5.23%0
1182022-11-222022-11-281008016.25972852.56-35364.93(-3.51%)201.24
1166.65
2-2.71%0
1192022-11-152022-11-21987165.441008217.5020854.88(2.12%)197.20
1209.91
20.82%0
1202022-11-082022-11-141028324.06987362.63-41166.57(-4.01%)205.12
1182.98
2-1.26%0
1212022-11-012022-11-071004053.061028529.1924275.46(2.42%)200.67
1234.87
22.85%0
1222022-10-252022-10-31999800.311004253.754253.79(0.43%)199.62
1204.54
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:podms.com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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