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 +4.28% +4.24% +10.92%
2 AI芯片 2/2 +4.11% +10.66% +11.96%
3 PCB/CCL 2/2 +3.73% +6.46% +12.28%
4 先进封装 4/4 +3.21% +7.27% +8.50%
5 PCB/CCL 4/4 +3.13% +3.71% +10.75%
6 PCB/CCL 4/4 +2.97% +0.64% +11.71%
7 先进封装 7/7 +2.68% +1.08% +8.93%
8 PCB/CCL 3/3 +2.22% +0.58% +14.40%
9 数据中心 3/3 +2.21% +5.81% +5.99%
10 存储 1/1 +1.31% +6.39% +3.08%
11 光通信 8/8 +0.98% +0.72% +5.33%
12 PCB/CCL 10/10 +0.81% -0.44% +2.68%
13 先进封装 5/5 +0.77% +0.32% +3.86%
14 光通信 3/3 +0.71% -0.46% +3.54%
15 存储 1/1 +0.69% +11.75% +14.37%
16 PCB/CCL 4/4 +0.34% -5.59% +8.95%
17 数据中心 3/3 +0.32% +3.03% -0.25%
18 光通信 4/4 +0.11% +1.47% +2.63%
19 存储 4/4 +0.09% +4.16% +1.16%
20 数据中心 6/6 +0.07% +1.42% +0.09%
21 AI芯片 5/5 +0.06% +15.52% +13.95%
22 存储 7/7 +0.04% +2.13% +6.80%
23 存储 4/4 -0.07% +7.62% +8.02%
24 PCB/CCL 8/8 -0.13% +2.38% +3.81%
25 光通信 5/5 -0.28% +1.77% +5.99%
26 光通信 7/7 -0.36% +3.02% +4.51%
27 AI芯片 4/4 -0.43% +1.98% +2.68%
28 先进封装 5/5 -0.60% +3.64% +7.79%
29 数据中心 4/4 -0.86% +0.13% -0.51%
30 PCB/CCL 5/5 -0.98% +1.81% +11.91%
31 光通信 2/2 -1.43% -2.15% -7.34%
32 AI芯片 4/4 -1.90% +10.57% +7.53%
33 光通信 5/5 -2.06% +1.56% +5.05%
34 数据中心 3/3 -2.16% +2.13% -1.87%
35 数据中心 7/7 -2.53% +5.21% +3.78%

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。