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 5/5 +1.61% -1.04% +11.46%
2 数据中心 3/3 +1.01% -5.96% -6.83%
3 存储 1/1 +0.95% -9.25% -4.62%
4 光通信 7/7 +0.87% -13.79% -14.63%
5 AI芯片 4/4 +0.45% -9.35% -8.42%
6 存储 1/1 +0.30% -7.88% +1.68%
7 先进封装 5/5 +0.23% -11.78% -10.19%
8 AI芯片 4/4 +0.16% -12.72% -9.00%
9 数据中心 4/4 -0.10% -8.19% -7.99%
10 存储 7/7 -0.28% -11.72% -12.66%
11 光通信 8/8 -0.43% -13.70% -15.95%
12 数据中心 7/7 -0.49% -11.32% -9.46%
13 光通信 4/4 -0.60% -13.23% -15.08%
14 AI芯片 2/2 -0.74% -20.23% -15.35%
15 光通信 2/2 -1.45% -9.36% -15.17%
16 光通信 3/3 -1.51% -13.10% -14.61%
17 光通信 5/5 -1.62% -17.63% -21.50%
18 存储 4/4 -1.83% -15.77% -12.62%
19 数据中心 6/6 -2.09% -13.64% -16.18%
20 光通信 5/5 -2.30% -21.84% -23.21%
21 存储 4/4 -2.73% -16.26% -15.28%
22 数据中心 3/3 -2.88% -12.87% -11.18%
23 先进封装 5/5 -2.91% -14.85% -14.19%
24 PCB/CCL 8/8 -3.41% -11.33% -11.52%
25 PCB/CCL 10/10 -3.46% -15.23% -17.61%
26 先进封装 7/7 -3.48% -12.65% -13.22%
27 先进封装 4/4 -3.92% -14.46% -13.15%
28 PCB/CCL 5/5 -4.20% -13.73% -16.64%
29 PCB/CCL 4/4 -4.32% -13.91% -13.20%
30 PCB/CCL 2/2 -5.17% -11.53% -8.01%
31 PCB/CCL 4/4 -5.21% -14.42% -14.30%
32 数据中心 3/3 -5.32% -19.98% -17.98%
33 先进封装 6/6 -5.49% -18.84% -17.85%
34 PCB/CCL 3/3 -5.73% -15.02% -14.87%
35 PCB/CCL 4/4 -7.68% -9.22% -13.45%

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。