稳健增长利率价值策略:年化收益率（80.86%）
本策略基于股息率、盈利增长、盈利能力、毛利率和估值等多重价值指标，精选财务稳健、估值合理的优质股票构建投资组合，追求长期稳健收益。
概要
核心指标
- 累计收益率: 539.34%
- 年化收益率: 80.86%
- 基准收益率: 14.71%
- 阿尔法: 0.81
- 夏普比率: 1.74
- 最大回撤: 33.27%
源码
查看AI策略代码
绩效
持仓详情
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当日收盘价 | 当日市值 | 浮动收益/浮动收益率
|
|||||
|---|---|---|---|---|---|---|---|
| 2026-04-03 | 天地数码(300743.SZ) | 17.595276986301 | 73000 | 4 | 16.98 | 1239540 | -44915.22/-3.497% |
| 2026-04-03 | 广咨国际(920892.BJ) | 14.104230010953 | 91300 | 4 | 14.05 | 1282765 | -4951.2/-0.384% |
| 2026-04-03 | 天罡股份(920651.BJ) | 29.368807990868 | 43800 | 4 | 30.26 | 1325388 | 39034.21/3.034% |
| 2026-04-03 | 我乐家居(603326.SH) | 8.9114338856755 | 140000 | 102 | 8.25 | 1155000 | -92600.74/-7.422% |
| 2026-04-03 | 锦江航运(601083.SH) | 11.601782542356 | 107015 | 130 | 12.99 | 1390124.85 | 148560.09/11.966% |
| 2026-04-02 | 天地数码(300743.SZ) | 17.595276986301 | 73000 | 3 | 17.28 | 1261440 | -23015.22/-1.792% |
| 2026-04-02 | 广咨国际(920892.BJ) | 14.104230010953 | 91300 | 3 | 14.37 | 1311981 | 24264.8/1.884% |
| 2026-04-02 | 天罡股份(920651.BJ) | 29.368807990868 | 43800 | 3 | 28.7 | 1257060 | -29293.79/-2.277% |
| 2026-04-02 | 我乐家居(603326.SH) | 8.9114338856755 | 140000 | 101 | 8.52 | 1192800 | -54800.74/-4.392% |
| 2026-04-02 | 锦江航运(601083.SH) | 11.601782542356 | 107015 | 129 | 13.16 | 1408317.4 | 166752.64/13.431% |
交易详情
| 2026-03-31 | 诚意药业(603811.SH) | 卖 | -113600 | 11.89 | -1350704 | ¥1755.92 | 20852.74 |
| 2026-03-31 | 朗姿股份(002612.SZ) | 卖 | -75600 | 16.71 | -1263276 | ¥1642.26 | -183493.9 |
| 2026-03-31 | 地铁设计(003013.SZ) | 卖 | -91700 | 13.49 | -1237033 | ¥1608.14 | -102188.65 |
| 2026-03-31 | 天罡股份(920651.BJ) | 买 | 43800 | 29.36 | 1285968 | ¥385.79 | 0 |
| 2026-03-31 | 广咨国际(920892.BJ) | 买 | 91300 | 14.1 | 1287330 | ¥386.2 | 0 |
| 2026-03-31 | 天地数码(300743.SZ) | 买 | 73000 | 17.59 | 1284070 | ¥385.22 | 0 |
| 2026-03-31 | 锦江航运(601083.SH) | 卖 | -3400 | 12.04 | -40936 | ¥53.22 | 1489.94 |
| 2026-03-31 | 我乐家居(603326.SH) | 买 | 4700 | 8.65 | 40655 | ¥12.2 | 0 |
| 2026-03-11 | 行动教育(605098.SH) | 卖 | -26938 | 53.96 | -1453574.48 | ¥1889.65 | 362031.33 |
| 2026-03-11 | 锦江航运(601083.SH) | 卖 | -3500 | 12.13 | -42455 | ¥55.19 | 1848.76 |
