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 AI芯片 4/4 +4.79% +6.28% -11.78%
2 光通信 5/5 +2.39% +8.72% +11.87%
3 先进封装 4/4 +2.18% +4.48% +0.98%
4 数据中心 7/7 +1.32% +0.43% -1.14%
5 数据中心 3/3 +1.23% +0.90% -4.77%
6 AI芯片 2/2 +1.22% +4.65% +0.11%
7 数据中心 6/6 +1.12% +3.20% -6.09%
8 存储 7/7 +1.00% +5.91% +2.47%
9 PCB/CCL 5/5 +0.72% +8.23% +11.65%
10 光通信 2/2 +0.62% -3.73% -1.16%
11 光通信 7/7 +0.15% +1.54% +10.72%
12 先进封装 6/6 +0.13% +7.04% +12.56%
13 数据中心 3/3 +0.01% +1.90% -2.82%
14 光通信 4/4 0.00% +2.12% +3.23%
15 光通信 8/8 -0.01% +3.19% +8.42%
16 光通信 5/5 -0.05% +3.96% +8.34%
17 AI芯片 5/5 -0.50% -0.09% -7.96%
18 存储 4/4 -0.60% -0.46% -0.31%
19 先进封装 5/5 -1.11% +3.48% +2.04%
20 PCB/CCL 10/10 -1.38% +3.40% +3.33%
21 存储 4/4 -1.42% -4.61% -5.20%
22 数据中心 3/3 -1.47% -4.30% -5.98%
23 AI芯片 4/4 -1.67% -0.61% -4.37%
24 PCB/CCL 8/8 -1.87% +0.19% +6.91%
25 先进封装 5/5 -1.88% +1.87% -0.30%
26 数据中心 4/4 -1.95% -1.38% -9.54%
27 PCB/CCL 4/4 -2.33% +3.04% +8.39%
28 光通信 3/3 -2.50% +3.59% +4.12%
29 PCB/CCL 3/3 -2.63% +9.87% +10.41%
30 存储 1/1 -2.78% -0.51% +2.27%
31 存储 1/1 -2.96% -6.52% -3.74%
32 PCB/CCL 2/2 -3.00% +0.77% +14.71%
33 PCB/CCL 4/4 -3.40% +5.52% +10.79%
34 先进封装 7/7 -3.62% +2.38% +11.69%
35 PCB/CCL 4/4 -6.75% +2.81% +14.36%

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。