蓝底：A 股+港股与其他市场回报分化较大
| 权限 | 全景页 | 更新日期 | Intra | D1 | D2 | W1 | W2 | 2026-05 | 2026-06 | 2026-07 | 2026-08 | 2026-09 | MTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 游客 | MLCC | 2026-10-03 | — | +1.0% | +3.4% | +13.8% | -2.9% | +104.4% | +23.4% | -36.2% | +8.4% | +0.4% | +13.8% |
| 注册 | CCL | 2026-10-02 | — | +0.6% | +2.1% | +11.9% | -0.5% | +41.8% | +43.6% | -35.3% | +52.9% | +0.8% | +11.9% |
| 游客 | 载板 | 2026-10-02 | — | -0.9% | +0.9% | +7.5% | -0.2% | +48.6% | +16.1% | -33.4% | +27.3% | +10.6% | +7.5% |
| 游客 | 铜箔 | 2026-10-02 | — | +0.2% | +1.4% | +7.1% | -7.3% | +22.2% | +25.2% | -36.9% | +33.6% | -5.1% | +7.1% |
| 注册 | 硅电容 | 2026-09-27 | — | -2.5% | +1.3% | +6.2% | -2.6% | +63.5% | +10.9% | -33.3% | +9.9% | +1.9% | +6.2% |
| 游客 | 电子布 | 2026-10-02 | — | +3.5% | +2.2% | +5.5% | -3.3% | +18.1% | +27.4% | -30.8% | +24.7% | -3.5% | +5.5% |
| 游客 | 电感 | 2026-10-02 | — | +0.4% | +2.5% | +5.2% | -6.5% | +54.3% | +36.1% | -40.3% | +21.2% | -2.4% | +5.2% |
| 注册 | 光芯片 | 2026-10-02 | — | -1.2% | +2.2% | +3.9% | -5.9% | +14.1% | +17.5% | -32.5% | +23.2% | -3.8% | +3.9% |
| 注册 | 光引擎 | 2026-10-02 | — | +0.1% | +0.1% | +3.7% | -3.7% | +23.8% | -0.5% | -19.1% | +18.1% | -1.5% | +3.7% |
| 游客 | 通用服务器 | 2026-09-27 | — | +0.4% | +2.0% | +3.6% | -3.8% | +34.8% | -3.9% | +1.3% | +15.7% | -6.2% | +3.6% |
| 注册 | 功率半导体 | 2026-10-03 | — | -2.1% | +0.5% | +3.6% | -2.4% | +29.1% | +9.5% | -26.6% | +7.8% | -1.7% | +3.6% |
| 游客 | 铀 | 2026-10-02 | — | -4.2% | +5.0% | +3.5% | -5.7% | -8.4% | -9.6% | -15.2% | +16.0% | -13.3% | +3.5% |
| 游客 | 光模块 | 2026-10-03 | — | -1.5% | +2.6% | +3.4% | -8.6% | +25.2% | +14.0% | -36.3% | +18.2% | -2.8% | +3.4% |
| 游客 | PC | 2026-10-03 | — | +0.4% | +0.7% | +3.3% | -2.0% | +52.8% | -3.9% | +8.2% | +13.9% | +6.0% | +3.3% |
| 注册 | 钻针 | 2026-10-02 | — | -1.2% | +1.4% | +3.3% | -7.6% | +30.1% | +31.4% | -44.0% | +17.5% | -8.7% | +3.3% |
| 游客 | 光纤光缆 | 2026-10-03 | — | -2.1% | +3.3% | +3.2% | -8.1% | +19.1% | +23.7% | -43.4% | +28.6% | -5.2% | +3.2% |
| 游客 | 玻璃基板 | 2026-10-02 | — | -1.5% | +2.2% | +3.0% | -0.2% | +43.3% | +27.6% | -35.3% | +18.7% | +0.7% | +3.0% |
| 游客 | 北美自研 ASIC | 2026-10-03 | — | -0.5% | +1.0% | +2.9% | -0.9% | +19.3% | -3.0% | -4.5% | +4.1% | +10.4% | +2.9% |
| 游客 | 油运 | 2026-10-02 | — | +0.4% | -1.9% | +2.8% | +3.1% | -5.3% | -4.6% | +8.5% | +11.0% | +12.8% | +2.8% |
| 注册 | 乘用车 | 2026-10-02 | — | +1.9% | -0.3% | +2.6% | -8.4% | -13.6% | -8.8% | +0.2% | -14.5% | -20.2% | +2.6% |
| 注册 | 磷化铟 | 2026-10-02 | — | -2.6% | +1.0% | +2.3% | -0.7% | +19.7% | +41.0% | -34.8% | +25.1% | +1.0% | +2.3% |
| 游客 | 输配电 | 2026-09-27 | — | -2.1% | +1.9% | +2.2% | -1.9% | -1.9% | -4.5% | -3.2% | -5.2% | +1.2% | +2.2% |
| 游客 | 数据中心功耗 | 2026-10-02 | — | -1.4% | +2.4% | +2.2% | +0.1% | +17.2% | -10.1% | -4.7% | +6.3% | +4.9% | +2.2% |
| 注册 | 六氟化钨 | 2026-10-02 | — | -2.2% | +1.3% | +1.9% | -3.7% | +31.4% | +58.5% | -28.5% | +15.5% | -6.9% | +1.9% |
| 注册 | TDI | 2026-10-02 | — | -1.4% | +2.3% | +1.9% | -2.7% | -5.8% | -11.2% | +2.2% | +11.3% | -7.0% | +1.9% |
| 注册 | 锂电 | 2026-09-27 | — | -1.2% | +4.5% | +1.5% | +2.1% | -5.4% | -8.0% | -7.7% | +4.3% | -1.9% | +1.5% |
| 注册 | 机柜级备电 | 2026-10-02 | — | -2.5% | +2.6% | +1.5% | -2.2% | +26.5% | +3.0% | -22.4% | +6.7% | -5.8% | +1.5% |
| 游客 | 主供发电 | 2026-10-02 | — | -2.5% | +1.7% | +1.4% | -2.1% | -4.6% | -2.1% | -12.2% | +1.2% | +0.2% | +1.4% |
| 游客 | WFE | 2026-10-02 | — | -1.2% | -1.5% | +1.3% | -1.9% | +16.4% | +51.0% | -26.4% | +3.8% | -1.3% | +1.3% |
| 游客 | 原油 | 2026-10-02 | — | -0.4% | +0.5% | +1.2% | -1.7% | -6.9% | -9.1% | +17.1% | +2.2% | -0.3% | +1.2% |
| 注册 | 电子特气 | 2026-10-05 | — | -1.3% | +1.4% | +1.2% | -3.8% | +23.2% | +42.9% | -20.0% | +7.3% | -9.1% | +1.2% |
| 游客 | MDI | 2026-10-02 | — | -0.9% | +0.2% | +1.1% | -3.3% | +0.0% | -10.0% | +1.9% | +1.4% | -6.4% | +1.1% |
| 注册 | OSAT | 2026-09-30 | — | -1.6% | +0.8% | +1.0% | -8.9% | +41.6% | +24.1% | -34.9% | +12.7% | -6.6% | +1.0% |
| 注册 | PCB | 2026-10-03 | — | -0.4% | -1.1% | +1.0% | -9.9% | +31.1% | +8.6% | -31.8% | +26.1% | -2.0% | +1.0% |
| 游客 | 英伟达服务器 | 2026-09-27 | — | -1.1% | +0.4% | +1.0% | -1.6% | +15.7% | -2.3% | -4.1% | +8.5% | -0.8% | +1.0% |
| 游客 | 干散货 | 2026-10-02 | — | -0.3% | -1.5% | +0.9% | -3.1% | +2.6% | -7.7% | +11.4% | +12.9% | +0.5% | +0.9% |
| 注册 | 散热方案 | 2026-10-03 | — | -2.1% | +0.7% | +0.9% | -3.6% | +3.5% | +10.6% | -17.9% | +15.7% | -3.7% | +0.9% |
| 游客 | CPU | 2026-10-02 | — | -0.5% | +0.3% | +0.9% | -4.0% | +18.7% | +2.0% | -16.5% | +1.0% | +8.1% | +0.9% |
| 注册 | 算力 Capex | 2026-09-27 | — | -1.6% | +2.4% | +0.8% | -2.6% | +8.5% | -1.4% | -8.3% | +3.4% | -1.1% | +0.8% |
| 注册 | 先进封装 | 2026-10-03 | — | -0.9% | -0.3% | +0.8% | -6.0% | +42.4% | +14.6% | -28.5% | +6.9% | +1.4% | +0.8% |
| 游客 | PCB 设备 | 2026-10-02 | — | -0.5% | -0.2% | +0.7% | -8.6% | +26.2% | +11.6% | -25.4% | +17.1% | -9.0% | +0.7% |
| 游客 | 商业航天 | 2026-10-02 | — | -4.2% | +2.8% | +0.6% | -8.4% | +7.1% | +6.1% | -39.3% | +10.6% | -9.8% | +0.6% |
| 游客 | 人形机器人 | 2026-10-02 | — | -1.3% | -0.4% | +0.6% | -4.8% | +38.6% | -17.2% | -12.7% | -0.4% | -17.2% | +0.6% |
| 注册 | 实验猴 | 2026-10-03 | — | -1.5% | -1.9% | +0.6% | +3.1% | -2.4% | +19.0% | +4.8% | +18.8% | +5.6% | +0.6% |
| 游客 | 铜 | 2026-09-27 | — | -1.8% | -0.4% | +0.5% | -1.7% | +7.8% | -9.6% | +5.5% | +10.9% | -6.8% | +0.5% |
| 游客 | 晶圆厂 | 2026-10-03 | — | -1.0% | -0.3% | +0.5% | -2.7% | +37.1% | +13.9% | -25.8% | +3.3% | +4.9% | +0.5% |
| 注册 | 维生素 | 2026-10-02 | — | — | +2.1% | +0.3% | -1.7% | -7.1% | -2.0% | +3.5% | +5.7% | -1.5% | +0.3% |
| 游客 | 集运 | 2026-09-27 | — | +1.2% | +0.1% | +0.3% | -0.1% | +0.1% | -2.9% | +12.8% | +14.3% | +1.5% | +0.3% |
| 游客 | PTFE | 2026-10-02 | — | -0.1% | +1.1% | +0.2% | -6.6% | +12.2% | +50.0% | -33.3% | +15.7% | -18.0% | +0.2% |
| 注册 | 钼 | 2026-10-02 | — | -1.8% | -0.3% | +0.2% | -3.2% | +3.4% | -8.0% | +6.5% | +9.0% | -10.1% | +0.2% |
| 游客 | 制冷剂 | 2026-10-02 | — | -0.1% | +1.1% | +0.2% | -6.0% | +6.3% | +38.1% | -28.2% | +12.8% | -16.0% | +0.2% |
| 注册 | 国产算力卡 | 2026-10-03 | — | -1.7% | +2.0% | +0.2% | -5.5% | +0.5% | +3.3% | -2.8% | +2.8% | -10.6% | +0.2% |
| 注册 | 钴 | 2026-10-02 | — | -1.6% | -0.8% | +0.1% | +0.3% | -8.0% | -5.3% | -0.5% | +4.7% | -3.7% | +0.1% |
| 注册 | 碳酸锂 | 2026-09-27 | — | +1.8% | +2.4% | +0.0% | -4.2% | -16.6% | -10.8% | -14.0% | +8.5% | -16.8% | +0.0% |
| 注册 | 中国 OSAT Capex | 2026-10-05 | — | — | — | +0.0% | -12.9% | +43.1% | +30.9% | -37.2% | +15.6% | -14.5% | +0.0% |
| 注册 | 快递 | 2026-10-03 | — | — | — | +0.0% | -0.8% | -9.0% | -8.6% | +9.3% | -5.6% | +2.2% | +0.0% |
| 注册 | PCB Capex | 2026-10-02 | — | — | — | +0.0% | -10.1% | +25.9% | +9.5% | -31.3% | +23.6% | -4.3% | +0.0% |
| 注册 | 磷矿 | 2026-10-02 | — | — | — | +0.0% | -2.9% | -11.3% | +4.2% | -2.6% | +4.2% | -10.0% | +0.0% |
| 注册 | 轮胎 | 2026-09-28 | — | — | — | +0.0% | -2.1% | -8.7% | -9.2% | +15.3% | +0.4% | -9.9% | +0.0% |
| 注册 | 煤炭 | 2026-09-27 | — | — | — | +0.0% | -1.0% | -2.9% | -14.7% | +13.6% | +15.7% | -10.2% | +0.0% |
| 注册 | 肉鸡 | 2026-09-27 | — | — | — | +0.0% | -0.1% | -10.2% | -11.0% | +13.1% | +5.2% | -2.0% | +0.0% |
| 注册 | 金刚石 | 2026-09-27 | — | — | — | +0.0% | -12.0% | +19.4% | +34.7% | -49.9% | +31.6% | +10.5% | +0.0% |
| 注册 | 钢铁 | 2026-09-27 | — | — | — | +0.0% | +1.2% | -9.9% | -9.7% | +9.8% | -3.4% | -2.3% | +0.0% |
| 注册 | 储能 | 2026-10-03 | — | -2.0% | +2.4% | +0.0% | -0.9% | +3.7% | -7.7% | -12.5% | -3.6% | -5.3% | +0.0% |
| 注册 | 电网 | 2026-10-02 | — | -1.3% | +1.0% | +0.0% | -1.8% | -1.0% | -12.6% | -1.5% | -5.8% | -7.2% | +0.0% |
| 注册 | 晶圆厂 Capex | 2026-10-03 | — | -0.1% | -0.7% | -0.1% | -4.3% | +37.3% | +19.7% | -24.7% | +2.4% | +4.1% | -0.1% |
| 注册 | 新能源车 | 2026-10-03 | — | +2.0% | +0.1% | -0.2% | -3.5% | -11.3% | -16.8% | +13.2% | -9.7% | -6.7% | -0.2% |
| 注册 | 大模型 | 2026-10-03 | — | -1.7% | +2.1% | -0.3% | -2.1% | +6.8% | -17.8% | -4.9% | +5.0% | -10.2% | -0.3% |
| 游客 | 锡 | 2026-10-02 | — | -1.6% | +3.0% | -0.4% | -2.9% | +2.4% | +2.5% | -6.2% | +7.3% | -4.3% | -0.4% |
| 游客 | 生猪 | 2026-10-02 | — | -0.9% | +1.2% | -0.4% | +0.7% | -14.9% | -9.2% | +12.5% | +6.6% | +0.8% | -0.4% |
| 游客 | 光伏 | 2026-10-03 | — | +0.8% | +0.4% | -0.4% | -1.1% | -10.1% | -8.3% | -6.2% | -2.3% | -5.1% | -0.4% |
| 注册 | 体外诊断 | 2026-10-03 | — | +0.2% | -2.4% | -0.4% | +0.8% | -1.9% | -5.9% | +13.7% | +5.5% | +1.3% | -0.4% |
| 游客 | 手机 | 2026-10-03 | — | -0.6% | -0.3% | -0.5% | -4.1% | +33.3% | -6.2% | +6.3% | +2.7% | +1.8% | -0.5% |
| 游客 | 手术机器人 | 2026-10-03 | — | -0.1% | -0.5% | -0.5% | -1.0% | -7.2% | -1.2% | +1.3% | +0.3% | -2.8% | -0.5% |
| 游客 | 钛白粉 | 2026-10-02 | — | -2.4% | +0.2% | -0.5% | -4.7% | -12.9% | -1.8% | -4.3% | -1.8% | -8.2% | -0.5% |
| 注册 | DRAM | 2026-10-02 | — | -0.4% | -1.9% | -0.5% | -4.6% | +49.9% | +34.4% | -37.2% | +17.8% | -2.6% | -0.5% |
| 游客 | 稀土磁材 | 2026-10-02 | — | -1.5% | +2.8% | -0.6% | -5.4% | +4.9% | +8.1% | -22.8% | +18.1% | -8.4% | -0.6% |
| 注册 | 铝 | 2026-09-27 | — | -1.8% | +0.7% | -0.7% | -1.1% | -7.4% | -25.1% | +19.6% | -0.1% | -7.1% | -0.7% |
| 游客 | CXO | 2026-10-02 | — | -1.1% | +0.0% | -0.7% | +1.2% | -2.8% | +11.0% | +7.0% | +11.9% | +5.1% | -0.7% |
| 注册 | 存储 Capex | 2026-10-03 | — | -0.5% | -2.3% | -0.8% | -4.4% | +68.6% | +21.7% | -36.0% | +9.5% | +5.2% | -0.8% |
| 游客 | 钨 | 2026-10-02 | — | -1.1% | -1.2% | -0.8% | -7.1% | -2.9% | +14.9% | -23.8% | +14.7% | -15.9% | -0.8% |
| 注册 | NAND | 2026-10-03 | — | -0.5% | -2.3% | -0.9% | -3.9% | +68.6% | +21.7% | -36.0% | +9.9% | +7.9% | -0.9% |
| 注册 | 钾肥 | 2026-10-02 | — | -2.1% | +0.2% | -1.0% | -6.6% | -6.8% | -12.4% | +9.7% | +4.1% | -13.1% | -1.0% |
| 游客 | 设施级备电 | 2026-10-02 | — | -7.2% | +0.6% | -1.1% | -4.8% | +1.2% | -8.4% | -7.8% | -0.4% | -4.2% | -1.1% |
| 注册 | 黄金 | 2026-09-27 | — | -0.5% | -0.3% | -1.3% | -6.4% | -12.4% | -21.3% | +33.6% | +18.0% | -14.5% | -1.3% |
| 注册 | 创新药出海 | 2026-10-03 | — | -0.3% | +1.6% | -1.9% | +0.4% | -4.6% | -1.9% | +2.9% | +4.2% | +0.6% | -1.9% |
| 注册 | 外卖 | 2026-09-28 | — | -0.8% | +1.3% | -2.4% | -1.4% | -11.1% | -12.0% | +26.6% | -8.7% | -2.8% | -2.4% |
| 游客 | 造船 | 2026-09-27 | — | -3.2% | -1.5% | -2.4% | -1.0% | -8.2% | -11.4% | -3.6% | +2.9% | +2.6% | -2.4% |
| 注册 | 智能驾驶 | 2026-09-27 | — | -1.1% | +0.7% | -4.4% | +3.2% | -27.0% | -22.9% | +26.7% | -8.7% | -11.4% | -4.4% |
| 游客 | AI 制药 | 2026-09-30 | — | -6.8% | -2.9% | -7.4% | +3.9% | -2.9% | +7.0% | -11.2% | +16.6% | +27.8% | -7.4% |
| 注册 | HDD | 2026-10-06 | — | — | — | — | — | — | — | — | — | — | — |
| 注册 | 厄尔尼诺 | 2026-10-03 | — | — | — | — | — | — | — | — | — | — | — |
| 注册 | SaaS | 2026-10-02 | — | — | — | — | — | — | — | — | — | — | — |