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 光通信 7/7 +7.43% +1.46% +10.92%
2 光通信 8/8 +6.89% +4.68% +10.82%
3 存储 1/1 +6.42% +2.35% +3.52%
4 光通信 5/5 +6.33% +4.12% +7.69%
5 PCB/CCL 4/4 +5.44% +10.88% +10.76%
6 先进封装 6/6 +5.31% +6.53% +14.93%
7 光通信 4/4 +4.98% +1.19% +3.61%
8 存储 7/7 +4.53% +4.63% -0.10%
9 光通信 3/3 +4.44% +4.03% +7.24%
10 AI芯片 4/4 +4.39% +0.68% -2.37%
11 先进封装 5/5 +4.34% +4.04% +2.20%
12 光通信 5/5 +4.29% +3.53% +7.61%
13 PCB/CCL 10/10 +4.17% +3.11% +6.50%
14 存储 4/4 +3.98% +0.37% -0.16%
15 AI芯片 4/4 +3.67% -2.21% -15.54%
16 AI芯片 2/2 +3.47% +1.18% -1.10%
17 存储 4/4 +3.37% -2.86% -3.56%
18 先进封装 5/5 +3.30% +3.53% +3.25%
19 AI芯片 5/5 +3.14% -1.32% -8.62%
20 数据中心 3/3 +3.09% -3.19% +3.74%
21 数据中心 6/6 +2.96% -1.22% -1.81%
22 先进封装 7/7 +2.93% +7.95% +15.77%
23 PCB/CCL 2/2 +2.73% +5.45% +19.32%
24 数据中心 4/4 +2.72% -0.62% -7.25%
25 PCB/CCL 8/8 +2.55% +1.24% +8.60%
26 先进封装 4/4 +2.51% +1.05% -2.19%
27 PCB/CCL 3/3 +2.43% +13.75% +15.65%
28 数据中心 7/7 +2.30% -1.32% -2.73%
29 PCB/CCL 5/5 +2.22% +9.96% +8.41%
30 数据中心 3/3 +2.06% +0.20% +0.54%
31 存储 1/1 +1.62% -3.11% +1.44%
32 PCB/CCL 4/4 +1.32% +6.78% +9.23%
33 光通信 2/2 +1.30% -5.30% +1.00%
34 数据中心 3/3 +0.84% -3.91% -5.46%
35 PCB/CCL 4/4 +0.64% +15.37% +20.65%

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。