> 数据图表请问一下热门赛道涨幅TOP20拥挤度分位数2025-9-1热门赛道涨幅TOP20拥挤度分位数表图:涨跌幅与拥挤度分位数及环比变化资料来源:Wind,天风证券研究所 备注:本周统计日期为( 2025/9/15-2025/9/19 ),上周为( 2025/9/8-2025/9/12 )19细 分 主 题光刻机光模块(CPO)半导体设备传感器光通信消费电子代工煤炭开采精选存储器HBM旅游出行减速器晶圆产业挖掘机智能驾驶半导体产业高速铜连接量子技术具身智能新能源汽车数字经济涨 跌 幅拥 挤 度 分 位 数涨 跌 幅 走 势 图 本 周上 周 环 比 ( PCT) 拥 挤 度 走 势 图 本 周上 周 环 比 ( PCT)趋 势9.0%7.3%6.4%5.1%4.8%4.3%4.0%4.0%3.8%3.3%3.2%3.2%3.0%3.0%2.6%2.5%2.4%2.4%2.4%2.4%2.1%5.7%3.6%2.0%4.8%2.0%0.4%9.3%9.4%1.8%4.4%1.3%2.4%1.8%4.0%6.9%2.9%4.0%3.6%2.9%6.821.572.743.030.052.313.63(5.30)(5.59)1.41(1.17)1.920.581.25(1.38)(4.41)(0.48)(1.57)(1.19)(0.54)63.0%52.2%81.9%66.6%83.5%87.9%14.8%65.0%89.1%88.7%49.7%84.3%46.5%53.0%61.8%85.9%65.4%69.8%100.0%67.0%59.0%54.6%77.5%59.8%85.9%86.3%2.0%61.0%88.3%66.6%39.7%79.5%48.1%41.7%61.4%70.6%63.8%59.8%100.0%66.6%4.00(2.40)4.406.80(2.40)1.6012.804.000.8022.1010.004.80(1.60)11.300.4015.301.6010.000.000.40中位上行中位下行高位上行中位上行高位下行高位上行低位上行中位上行高位上行高位上行中位上行高位上行中位下行中位上行中位上行高位上行中位上行中位上行高位下行中位上行天风证券综合其他