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 存储 1/1 +3.74% +13.78% +6.21%
2 PCB/CCL 2/2 +3.06% +6.08% +14.43%
3 PCB/CCL 8/8 +3.02% +4.38% +5.73%
4 PCB/CCL 5/5 +2.70% +8.32% +15.49%
5 光通信 4/4 +2.42% +8.62% +6.63%
6 存储 1/1 +2.41% +4.39% -2.72%
7 先进封装 4/4 +2.40% +8.07% +4.05%
8 PCB/CCL 4/4 +1.64% -0.45% +13.76%
9 光通信 5/5 +1.55% +8.90% +14.54%
10 存储 4/4 +1.53% +7.71% +0.50%
11 AI芯片 5/5 +1.47% +10.22% +0.54%
12 数据中心 7/7 +1.45% +5.50% +1.47%
13 AI芯片 4/4 +1.05% +14.64% +0.38%
14 AI芯片 2/2 +0.99% +11.50% +7.79%
15 光通信 3/3 +0.77% +2.42% +4.09%
16 光通信 5/5 +0.69% +12.47% +7.54%
17 数据中心 3/3 +0.69% +2.67% -3.97%
18 光通信 7/7 +0.61% +11.62% +7.03%
19 PCB/CCL 4/4 +0.57% +4.10% +8.23%
20 先进封装 7/7 +0.49% +5.59% +10.70%
21 PCB/CCL 3/3 +0.42% +2.06% +12.89%
22 存储 4/4 +0.29% +12.75% +5.61%
23 数据中心 6/6 +0.29% +6.65% -0.99%
24 数据中心 4/4 +0.16% +3.37% -3.00%
25 先进封装 6/6 +0.11% +7.14% +10.52%
26 数据中心 3/3 0.00% +3.85% -1.00%
27 数据中心 3/3 -0.11% +6.11% -4.06%
28 先进封装 5/5 -0.19% +6.79% +4.70%
29 AI芯片 4/4 -0.33% +7.29% +1.00%
30 先进封装 5/5 -0.61% +10.51% +7.16%
31 PCB/CCL 4/4 -0.97% +6.39% +7.99%
32 存储 7/7 -1.21% +11.43% +4.34%
33 PCB/CCL 10/10 -1.67% +5.06% +1.51%
34 光通信 8/8 -1.91% +7.40% +3.19%
35 光通信 2/2 -2.59% -0.82% -6.87%

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。