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 5/5 +7.12% +9.20% +11.54%
2 存储 4/4 +6.70% +9.33% +10.56%
3 AI芯片 5/5 +5.62% +7.19% -0.70%
4 数据中心 3/3 +4.63% +2.56% +3.85%
5 存储 4/4 +4.50% +2.69% +3.30%
6 AI芯片 4/4 +4.30% +4.89% +3.81%
7 存储 1/1 +4.22% +5.51% +7.90%
8 光通信 5/5 +3.94% +10.41% +16.18%
9 光通信 7/7 +3.91% +6.87% +16.61%
10 存储 1/1 +3.87% -2.10% +1.35%
11 AI芯片 2/2 +3.73% +9.75% +7.15%
12 PCB/CCL 4/4 +3.62% +9.36% +17.02%
13 光通信 8/8 +3.08% +8.60% +15.22%
14 光通信 2/2 +3.08% -0.58% +4.12%
15 存储 7/7 +3.02% +11.31% +9.33%
16 先进封装 5/5 +2.81% +9.14% +10.04%
17 数据中心 4/4 +2.70% +1.41% -2.71%
18 数据中心 3/3 +2.53% +6.34% +1.23%
19 AI芯片 4/4 +2.46% +9.90% -7.56%
20 先进封装 7/7 +2.40% +5.52% +19.01%
21 PCB/CCL 10/10 +2.26% +7.54% +11.34%
22 PCB/CCL 3/3 +2.21% +5.42% +17.41%
23 光通信 4/4 +2.19% +5.43% +8.29%
24 PCB/CCL 2/2 +2.15% +2.98% +22.11%
25 先进封装 6/6 +1.88% +12.50% +14.87%
26 数据中心 7/7 +1.55% +2.88% +2.97%
27 数据中心 6/6 +1.41% +7.17% +1.17%
28 先进封装 4/4 +0.93% +7.76% +5.01%
29 PCB/CCL 8/8 +0.91% +0.44% +10.94%
30 光通信 3/3 +0.78% +6.18% +9.87%
31 数据中心 3/3 +0.52% +2.93% -3.91%
32 光通信 5/5 +0.40% +4.98% +17.34%
33 PCB/CCL 4/4 +0.21% +6.06% +14.41%
34 PCB/CCL 4/4 -0.33% -2.17% +20.57%
35 PCB/CCL 5/5 -1.03% +6.22% +17.01%

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。