产棱 · IndPrism China 算力全产业链传导分析

产业赛道行情

# 产业 细分环节 今日 5日 10日
1 先进封装 6/6 +5.22% +3.34% +2.88%
2 光通信 3/3 +4.61% +1.69% -3.55%
3 PCB/CCL 3/3 +3.74% +10.65% +2.95%
4 PCB/CCL 4/4 +2.50% +4.04% -3.29%
5 数据中心 3/3 +2.36% -4.72% -3.88%
6 先进封装 5/5 +2.27% -1.73% -6.07%
7 先进封装 4/4 +2.11% -3.67% -9.96%
8 PCB/CCL 4/4 +1.78% +1.69% -4.47%
9 数据中心 3/3 +0.95% -6.44% -7.74%
10 数据中心 6/6 +0.92% -6.97% -4.97%
11 PCB/CCL 5/5 +0.79% +6.69% -2.08%
12 PCB/CCL 10/10 +0.65% -3.27% -6.56%
13 先进封装 7/7 +0.32% +4.97% +2.62%
14 PCB/CCL 2/2 -0.02% +7.81% +8.34%
15 PCB/CCL 4/4 -0.12% +14.27% +8.28%
16 AI芯片 2/2 -0.48% -3.33% -9.01%
17 光通信 4/4 -0.69% -1.91% -5.01%
18 光通信 8/8 -0.78% -3.85% -0.51%
19 PCB/CCL 8/8 -0.95% +1.15% -0.19%
20 光通信 5/5 -1.03% -4.38% -6.30%
21 数据中心 7/7 -1.19% -3.78% -5.69%
22 AI芯片 5/5 -1.31% -8.74% -13.92%
23 存储 7/7 -1.35% -6.35% -12.52%
24 数据中心 4/4 -1.75% -6.15% -11.84%
25 先进封装 5/5 -1.79% -3.06% -9.49%
26 光通信 5/5 -2.11% +5.39% -0.42%
27 光通信 2/2 -2.38% -6.17% +3.12%
28 AI芯片 4/4 -2.55% -5.84% -11.57%
29 存储 4/4 -2.76% -6.34% -10.30%
30 AI芯片 4/4 -3.04% -12.12% -21.78%
31 存储 4/4 -3.18% -6.67% -11.46%
32 数据中心 3/3 -3.47% -9.59% -5.35%
33 光通信 7/7 -3.68% -3.92% -0.48%
34 存储 1/1 -3.81% -6.66% -9.90%
35 存储 1/1 -3.95% -6.81% -6.07%

细分环节涨幅 = 映射表中 A 股核心资产等权平均;今日/5日/10日均为最新价(含盘中)相对 N 个交易日前收盘,非逐日涨幅相加。样本仅标产业链位置,不构成投资建议。