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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09月01日开盘价卖出 
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
12025-08-262025-08-29持仓中2909085.002871047.00(持仓中)-38619.32(-1.33%)581.34
0.00
2187.10%0
22025-08-192025-08-252742722.252909666.25166399.16(6.11%)544.62
3472.20
2190.97%0
32025-08-122025-08-182698141.002743267.0044586.87(1.65%)539.16
3293.06
2174.33%0
42025-08-052025-08-112640117.002698680.2558035.84(2.20%)527.56
3239.51
2169.87%0
52025-07-292025-08-042707026.002640644.50-66922.82(-2.47%)541.22
3171.47
2164.06%0
62025-07-222025-07-282738659.502707567.25-31639.79(-1.16%)547.60
3252.22
2170.76%0
72025-07-152025-07-212682866.502739207.0055804.30(2.08%)536.17
3288.60
2173.92%0
82025-07-082025-07-142505678.502683402.75177223.41(7.08%)500.62
3220.85
2168.34%0
92025-07-012025-07-072495967.752506179.259712.75(0.39%)498.78
3008.55
2150.62%0
102025-06-242025-06-302272094.002496466.50223918.49(9.86%)454.08
2997.31
2149.65%0
112025-06-172025-06-232319660.752272548.00-47576.57(-2.05%)463.84
2729.81
2127.25%0
122025-06-102025-06-162317521.002320124.502140.35(0.09%)463.31
2786.32
2132.01%0
132025-06-032025-06-092197441.002317984.25120103.70(5.47%)439.32
2783.93
2131.80%0
142025-05-262025-05-302195906.002197880.501536.44(0.07%)438.03
2633.68
2119.79%0
152025-05-192025-05-232179977.752196344.0015930.10(0.73%)435.88
2638.06
2119.63%0
162025-05-122025-05-162216518.002180413.75-36547.30(-1.65%)443.05
2618.15
2118.04%0
172025-04-302025-05-092107422.252216961.00109117.43(5.18%)421.42
2663.14
2121.70%0
182025-04-232025-04-292128819.002107843.75-21400.52(-1.01%)425.24
2529.30
2110.78%0
192025-04-162025-04-222054068.882129244.2574764.90(3.64%)410.54
2556.49
2112.92%0
202025-04-012025-04-082603969.752054479.38-550008.08(-21.25%)517.65
2449.44
2105.45%0
212025-03-252025-03-312742255.502604487.50-138312.36(-5.08%)544.43
3104.97
2160.45%0
222025-03-182025-03-242893816.752742800.00-151595.36(-5.24%)578.49
3293.70
2174.28%0
232025-03-112025-03-172860732.502894395.2533090.88(1.16%)571.92
3476.10
2189.44%0
242025-03-042025-03-102873693.752861304.25-12964.28(-0.45%)574.72
3437.57
1186.13%0
252025-02-252025-03-032927275.502874268.50-53592.36(-1.83%)585.41
3453.00
2187.43%0
262025-02-182025-02-242833917.252927860.7593376.91(3.30%)566.59
3516.52
2192.79%0
272025-02-112025-02-172789462.752834483.7544463.25(1.59%)557.80
3404.92
2183.45%0
282025-01-272025-02-103102453.002790020.50-313050.44(-10.13%)617.91
3336.52
2179.00%0
292025-01-202025-01-243122953.003103071.00-20506.47(-0.66%)624.40
3727.02
2210.31%0
302025-01-132025-01-172782240.253123577.50340781.47(12.26%)555.92
3749.62
2212.36%0
312025-01-062025-01-102570004.502782796.25212278.87(8.27%)513.12
3338.05
2178.28%0
322024-12-272025-01-032793859.502570517.50-223899.85(-8.03%)557.74
3082.10
2157.05%0
332024-12-202024-12-262749390.752794417.2544477.58(1.62%)549.20
3353.25
2179.44%0
342024-12-132024-12-192835262.002749939.75-85889.10(-3.03%)566.80
3302.36
2174.99%0
352024-12-062024-12-122774511.252835828.7560762.84(2.19%)554.78
3406.36
2183.58%0
362024-11-292024-12-052717021.502775066.0057501.51(2.12%)542.84
3330.71
2177.51%0
372024-11-222024-11-282829152.002717564.50-112152.89(-3.97%)565.55
3263.29
1171.76%0
382024-11-152024-11-212933888.752829717.50-104757.14(-3.58%)585.98
3394.92
2182.97%0
392024-11-082024-11-142905410.002934474.7528484.66(0.98%)580.16
3520.08
2193.45%0
402024-11-012024-11-072851467.252905990.0053954.50(1.90%)568.39
3479.92
2190.60%0
412024-10-252024-10-312957501.252852035.50-106055.75(-3.59%)590.05
3417.83
2185.20%0
422024-10-182024-10-242477783.752958091.25479812.11(19.37%)495.31
3552.52
2195.81%0
432024-10-112024-10-172585422.752478279.00-107660.10(-4.17%)516.58
2974.50
2147.83%0
442024-09-272024-10-102137579.502585939.25447932.80(20.98%)427.07
3104.19
2158.59%0
452024-09-202024-09-262045034.252138006.5092563.25(4.53%)408.87
2567.85
2113.80%0
462024-09-112024-09-192075155.882045443.13-30127.47(-1.45%)414.88
2456.60
2104.54%0
472024-09-042024-09-102115729.252075570.63-40581.57(-1.92%)422.97
2492.64
2107.56%0
482024-08-282024-09-032073684.132116152.2542053.49(2.03%)414.65
2541.92
2111.62%0
492024-08-212024-08-272058494.632074098.7515192.68(0.74%)411.53
2490.88
2107.41%0
502024-08-142024-08-201993910.382058906.1364598.15(3.25%)397.71
2467.22
2105.89%0
512024-08-072024-08-131983500.751994308.0010410.62(0.52%)396.64
2395.66
299.43%0
522024-07-312024-08-061977201.001983897.386301.08(0.32%)395.16
2381.86
298.39%0
532024-07-242024-07-301957540.501977596.2519664.47(1.01%)391.23
2374.31
297.76%0
542024-07-172024-07-231994824.131957931.75-37291.14(-1.87%)398.79
2351.31
295.79%0
552024-07-102024-07-162045008.631995222.88-50192.73(-2.47%)407.08
2385.62
299.52%0
562024-07-032024-07-092107584.502045415.63-62589.13(-2.98%)420.25
2449.83
2104.54%0
572024-06-262024-07-022037387.882108004.7570210.70(3.46%)406.17
2524.78
2110.80%0
582024-06-192024-06-252217160.002037794.00-179808.71(-8.12%)443.01
2445.73
2103.78%0
592024-06-122024-06-182004306.002217602.75212897.40(10.66%)399.35
2655.25
2121.76%0
602024-06-042024-06-112133036.502004705.38-128757.70(-6.04%)426.40
2407.32
2100.47%0
612024-05-282024-06-032118563.002133463.0014477.06(0.68%)422.81
2557.82
2113.35%0
622024-05-212024-05-272237396.752118986.00-118858.29(-5.31%)447.33
2544.94
2111.90%0
632024-05-142024-05-202206649.002237844.2530754.35(1.39%)441.01
2686.70
2123.78%0
642024-05-072024-05-132346365.252207089.75-139744.41(-5.96%)469.07
2650.45
2120.71%0
652024-04-252024-05-062320252.002346834.2526118.46(1.13%)463.75
2817.79
2134.68%0
662024-04-182024-04-242533422.502320715.75-213209.50(-8.48%)502.70
2764.24
2132.07%0
672024-04-112024-04-172531224.252533925.252195.45(0.09%)505.67
3040.89
2153.39%0
682024-04-022024-04-102684279.002531729.75-153085.79(-5.71%)536.45
3039.31
2153.17%0
692024-03-262024-04-012693647.252684815.50-9370.17(-0.35%)538.58
3224.72
2168.48%0
702024-03-192024-03-252678267.002694185.7515383.25(0.57%)535.54
3236.24
2169.42%0
712024-03-122024-03-182613999.752678802.5064282.35(2.47%)520.58
3205.06
2167.88%0
722024-03-052024-03-112596326.252614520.2517674.99(0.68%)519.07
3140.01
2161.45%0
732024-02-272024-03-042439440.252596845.25156916.97(6.43%)487.77
3119.23
2159.68%0
742024-02-202024-02-262330278.002439928.25109184.25(4.69%)465.81
2929.98
2143.99%0
752024-02-052024-02-191894212.632330744.00436153.51(23.08%)377.93
2794.76
2133.07%0
762024-01-292024-02-022158871.751894590.50-264712.76(-12.27%)431.60
2275.18
289.46%0
772024-01-222024-01-262202633.002159303.25-43769.55(-1.99%)439.61
2588.80
2115.93%0
782024-01-152024-01-192046225.502203072.75156439.88(7.68%)407.34
2635.44
2120.31%0
792024-01-082024-01-122101665.252046632.88-55452.45(-2.64%)420.08
2457.40
2104.66%0
802023-12-292024-01-052096240.882102085.255425.14(0.26%)419.12
2524.75
2110.21%0
812023-12-222023-12-282185681.002096660.00-89457.62(-4.10%)436.46
2514.94
2109.67%0
822023-12-152023-12-212284402.002186117.50-98741.26(-4.33%)456.58
2624.71
2118.61%0
832023-12-082023-12-142255362.252284858.7529045.87(1.29%)450.92
2744.22
2128.49%0
842023-12-012023-12-072317725.252255813.00-62375.60(-2.69%)463.37
2709.15
2125.58%0
852023-11-242023-11-302318891.002318188.50-1165.84(-0.05%)463.39
2782.82
2131.82%0
862023-11-172023-11-232398051.502319354.25-79176.98(-3.30%)479.44
2785.52
2131.94%0
872023-11-102023-11-162315582.252398531.0082486.24(3.57%)462.67
2879.04
2139.85%0
882023-11-032023-11-092197869.002316044.75117736.41(5.36%)439.35
2781.22
2131.60%0
892023-10-272023-11-022221041.002198308.50-23176.69(-1.04%)444.11
2640.54
2119.83%0
902023-10-202023-10-262188098.502221485.2532949.25(1.51%)437.48
2668.18
2122.15%0
912023-10-132023-10-192263932.752188536.00-75849.23(-3.35%)452.50
2627.70
2118.85%0
922023-09-282023-10-122170361.002264385.2593590.22(4.31%)433.95
2719.81
2126.44%0
932023-09-212023-09-271961050.132170795.00209352.98(10.68%)392.04
2607.09
1117.08%0
942023-09-142023-09-202030162.381961442.13-69125.85(-3.41%)405.64
2354.18
296.14%0
952023-09-072023-09-131868718.382030567.88161476.45(8.66%)373.06
2435.52
2103.06%0
962023-08-312023-09-061854929.131869091.3813791.29(0.74%)370.86
2244.86
286.91%0
972023-08-242023-08-301874872.381855300.13-19947.12(-1.06%)374.84
2228.25
285.53%0
982023-08-102023-08-161953087.501875247.25-78230.70(-4.01%)390.49
2252.21
287.52%0
992023-08-032023-08-091952237.381953478.00850.40(0.04%)390.31
2346.19
295.35%0
1002023-07-272023-08-021939823.131952627.6312416.64(0.64%)387.87
2345.42
295.26%0
1012023-07-202023-07-262071441.381940211.00-131643.51(-6.37%)413.11
2323.95
294.02%0
1022023-07-132023-07-191910076.752071854.50161397.72(8.49%)380.11
2477.76
1107.19%0
1032023-07-062023-07-122005648.501910456.75-95592.51(-4.77%)400.85
2293.62
291.05%0
1042023-06-292023-07-051937479.252006049.2568182.45(3.52%)387.48
2410.08
1100.60%0
1052023-06-202023-06-282102868.501937866.75-165421.76(-7.88%)419.90
2324.20
293.79%0
1062023-06-132023-06-191772634.752103288.50330300.82(18.72%)352.92
2517.31
2110.33%0
1072023-06-062023-06-121525384.631772987.75247298.44(16.24%)304.61
2127.34
277.30%0
1082023-05-302023-06-051457212.131525689.2568186.55(4.69%)290.68
1828.44
252.57%0
1092023-05-232023-05-291445277.381457502.7511936.63(0.83%)288.81
1749.61
245.75%0
1102023-05-162023-05-221395309.881445566.1349977.29(3.58%)278.91
1735.85
244.56%0
1112023-05-092023-05-151399584.131395588.75-4274.46(-0.31%)279.19
1672.33
239.56%0
1122023-04-272023-05-081311824.001399863.2587777.72(6.71%)261.52
1676.81
239.99%0
1132023-04-202023-04-261424575.881312085.63-112773.92(-7.95%)283.74
1569.31
231.21%0
1142023-04-132023-04-191297317.251424859.50127283.31(9.83%)258.86
1708.23
242.49%0
1152023-04-062023-04-121263987.881297576.1333335.94(2.64%)252.20
1555.39
229.76%0
1162023-03-292023-04-041174620.751264240.1389385.11(7.63%)234.20
1514.58
226.42%0
1172023-03-222023-03-281163836.381174855.0010785.99(0.93%)232.61
1410.56
217.49%0
1182023-03-152023-03-211069124.131164069.0094731.16(8.87%)213.71
1397.89
216.41%0
1192023-03-082023-03-141082040.251069337.88-12918.20(-1.20%)215.92
1281.82
26.93%0
1202023-03-012023-03-071067036.881082256.1315005.92(1.41%)213.33
1299.77
28.23%0
1212023-02-222023-02-281040739.941067250.2526302.59(2.53%)207.72
1279.65
26.73%0
1222023-02-152023-02-211097149.131040947.63-56420.30(-5.16%)218.78
1246.72
24.09%0
1232023-02-082023-02-141062706.751097367.8834448.78(3.25%)212.29
1316.92
29.74%0
1242023-02-012023-02-07988783.751062919.0073937.81(7.49%)197.53
1275.67
26.29%0
1252023-01-182023-01-31954666.50988981.2534124.22(3.58%)190.57
1186.01
2-1.10%0
1262023-01-112023-01-17949500.00954857.065167.60(0.55%)189.45
1144.50
2-4.51%0
1272023-01-042023-01-10951566.56949689.44-2067.19(-0.22%)190.01
1139.17
2-5.03%0
1282022-12-202022-12-26992195.88951756.63-40637.21(-4.11%)197.94
1140.47
2-4.82%0
1292022-12-132022-12-191015966.19992393.81-23775.23(-2.34%)202.86
1190.33
2-0.76%0
1302022-12-062022-12-121043532.881016169.06-27572.31(-2.64%)208.52
1219.77
21.62%0
1312022-11-292022-12-05971944.941043741.3871602.15(7.37%)194.31
1253.54
14.37%0
1322022-11-222022-11-281008119.75972139.25-36181.89(-3.59%)201.38
1166.50
2-2.79%0
1332022-11-152022-11-21986845.251008321.1321278.68(2.16%)197.15
1210.13
20.83%0
1342022-11-082022-11-141029102.75987042.44-42265.77(-4.11%)205.47
1183.75
2-1.30%0
1352022-11-012022-11-071004102.941029308.2525004.62(2.49%)200.66
1235.72
22.93%0
1362022-10-252022-10-31999800.191004303.634303.61(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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