update pay ui
This commit is contained in:
@@ -1,454 +1,559 @@
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<!DOCTYPE html>
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<html lang="zh-CN" data-theme="dark">
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>阿里"千问"项目 - AI时代的未来之战</title>
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<title>深度研报：阿里“千问”项目</title>
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<script src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js" defer></script>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.12.10/dist/full.min.css" rel="stylesheet" type="text/css" />
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<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.5.1/css/all.min.css">
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<script>
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tailwind.config = {
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theme: {
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extend: {
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colors: {
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primary: '#6366f1',
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secondary: '#8b5cf6',
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accent: '#ec4899',
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},
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animation: {
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'fade-in': 'fadeIn 0.6s ease-in-out',
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'slide-up': 'slideUp 0.5s ease-out',
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'glow': 'glow 2s ease-in-out infinite alternate',
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}
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}
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}
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}
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</script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@keyframes fadeIn {
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from { opacity: 0; transform: translateY(20px); }
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to { opacity: 1; transform: translateY(0); }
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&family=Oxanium:wght@300;400;600;700&display=swap');
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body {
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #0c0a18;
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background-image:
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radial-gradient(circle at 15% 50%, rgba(88, 88, 255, 0.1), transparent 30%),
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radial-gradient(circle at 85% 30%, rgba(255, 88, 203, 0.1), transparent 30%),
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radial-gradient(circle at 50% 80%, rgba(88, 255, 221, 0.05), transparent 40%);
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overflow-x: hidden;
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}
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@keyframes slideUp {
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from { transform: translateY(50px); opacity: 0; }
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to { transform: translateY(0); opacity: 1; }
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.font-oxanium {
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font-family: 'Oxanium', cursive;
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}
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@keyframes glow {
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from { box-shadow: 0 0 20px rgba(99, 102, 241, 0.3); }
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to { box-shadow: 0 0 30px rgba(139, 92, 246, 0.5); }
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}
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.gradient-text {
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background: linear-gradient(135deg, #6366f1, #8b5cf6, #ec4899);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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.timeline-item::before {
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content: '';
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position: absolute;
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left: -6px;
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top: 0;
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width: 12px;
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height: 12px;
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background: #6366f1;
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border-radius: 50%;
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box-shadow: 0 0 10px #6366f1;
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}
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.stock-table tr:hover {
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background: rgba(99, 102, 241, 0.1);
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transform: scale(1.02);
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.glass-card {
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background: rgba(18, 16, 38, 0.4);
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backdrop-filter: blur(20px);
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-webkit-backdrop-filter: blur(20px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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transition: all 0.3s ease;
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}
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.milestone-card {
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backdrop-filter: blur(10px);
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border: 1px solid rgba(99, 102, 241, 0.2);
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.glass-card:hover {
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background: rgba(18, 16, 38, 0.6);
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border: 1px solid rgba(255, 255, 255, 0.2);
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transform: translateY(-5px);
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box-shadow: 0 0 30px rgba(88, 88, 255, 0.2);
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}
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.glow-text {
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text-shadow: 0 0 8px rgba(173, 216, 230, 0.7);
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}
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.bento-grid {
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display: grid;
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gap: 1.5rem;
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}
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@keyframes subtle-float {
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0%, 100% { transform: translateY(0); }
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50% { transform: translateY(-8px); }
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}
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.floating-element {
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animation: subtle-float 8s ease-in-out infinite;
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}
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.timeline-content {
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position: relative;
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}
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.echarts-container {
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width: 100%;
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height: 400px;
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}
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</style>
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</head>
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<body class="bg-gradient-to-br from-slate-900 via-indigo-950 to-slate-900 text-white overflow-x-hidden">
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<!-- Hero Section -->
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<section class="min-h-screen flex items-center justify-center relative px-4 py-20">
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<div class="absolute inset-0 bg-[radial-gradient(ellipse_at_top,_var(--tw-gradient-stops))] from-indigo-900/20 to-transparent"></div>
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<div class="container mx-auto text-center relative z-10">
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<div class="animate-glow inline-block mb-8">
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<i class="fas fa-brain text-6xl md:text-8xl text-transparent bg-clip-text bg-gradient-to-r from-indigo-400 to-purple-500"></i>
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</div>
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<h1 class="text-5xl md:text-7xl font-bold gradient-text mb-6 animate-fade-in">
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阿里"千问"项目
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<body class="text-gray-300">
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<div class="container mx-auto px-4 py-8">
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<!-- Header -->
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<header class="text-center mb-12">
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<h1 class="text-5xl md:text-7xl font-bold font-oxanium glow-text text-white tracking-widest">
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阿里“千问”项目
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</h1>
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<p class="text-xl md:text-2xl text-gray-300 mb-8 max-w-4xl mx-auto leading-relaxed animate-fade-in">
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从B端到C端，从开源模型到AI助手，阿里巴巴正在打响"AI时代的未来之战"
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</p>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mt-12 max-w-6xl mx-auto">
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<div class="milestone-card bg-white/5 p-6 rounded-2xl animate-slide-up">
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<div class="text-3xl font-bold text-indigo-400 mb-2">2000亿+</div>
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<div class="text-gray-400">周Token调用量</div>
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</div>
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<div class="milestone-card bg-white/5 p-6 rounded-2xl animate-slide-up" style="animation-delay: 0.2s;">
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<div class="text-3xl font-bold text-purple-400 mb-2">2亿+</div>
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<div class="text-gray-400">开源模型下载量</div>
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</div>
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<div class="milestone-card bg-white/5 p-6 rounded-2xl animate-slide-up" style="animation-delay: 0.4s;">
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<div class="text-3xl font-bold text-pink-400 mb-2">3800亿</div>
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<div class="text-gray-400">AI基础设施投入</div>
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</div>
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<p class="mt-4 text-lg text-primary">深度投研报告</p>
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<div class="mt-4 text-xs text-gray-500 max-w-2xl mx-auto p-2 border border-gray-700 rounded-lg">
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<p>由 北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
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<p>免责声明：本报告由AI基于公开信息合成，旨在提供研究参考，不构成任何投资建议。投资有风险，决策需谨慎。</p>
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</div>
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</div>
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</section>
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</header>
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<!-- Timeline Section -->
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<section class="py-20 px-4">
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<div class="container mx-auto max-w-6xl">
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<h2 class="text-4xl font-bold text-center mb-16 gradient-text">项目发展时间轴</h2>
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<div class="relative">
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<div class="absolute left-4 md:left-1/2 h-full w-0.5 bg-gradient-to-b from-indigo-500 to-purple-500"></div>
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<div class="space-y-12">
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<div class="timeline-item relative pl-16 md:pl-0 md:w-1/2 md:pr-8 md:text-right animate-fade-in">
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<div class="bg-white/5 backdrop-blur-sm p-6 rounded-2xl border border-indigo-500/20">
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<div class="text-indigo-400 font-bold text-sm mb-2">2025年11月13日</div>
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<h3 class="text-xl font-semibold mb-3">千问项目官宣</h3>
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<p class="text-gray-400">秘密启动"千问"项目，基于Qwen最强模型打造个人AI助手APP，全面对标ChatGPT，被核心管理层视为"AI时代的未来之战"</p>
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</div>
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</div>
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<div class="timeline-item relative pl-16 md:pl-0 md:w-1/2 md:ml-auto md:pl-8 animate-fade-in" style="animation-delay: 0.2s;">
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<div class="bg-white/5 backdrop-blur-sm p-6 rounded-2xl border border-purple-500/20">
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<div class="text-purple-400 font-bold text-sm mb-2">2025年7月28日</div>
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<h3 class="text-xl font-semibold mb-3">API调用量跃居全球第四</h3>
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<p class="text-gray-400">千问以10.4%市场份额超越OpenAI，单周总调用量超2000亿Tokens，在OpenRouter平台成长最快模型中包揽前三</p>
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</div>
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</div>
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<div class="timeline-item relative pl-16 md:pl-0 md:w-1/2 md:pr-8 md:text-right animate-fade-in" style="animation-delay: 0.4s;">
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<div class="bg-white/5 backdrop-blur-sm p-6 rounded-2xl border border-indigo-500/20">
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<div class="text-indigo-400 font-bold text-sm mb-2">2025年4月29日</div>
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<h3 class="text-xl font-semibold mb-3">Qwen3系列正式发布</h3>
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<p class="text-gray-400">开源Qwen3系列模型，旗舰模型Qwen3-235B-A22B在编码、数学、通用能力等基准评估中达到国际顶尖水平</p>
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</div>
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</div>
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<div class="timeline-item relative pl-16 md:pl-0 md:w-1/2 md:ml-auto md:pl-8 animate-fade-in" style="animation-delay: 0.6s;">
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<div class="bg-white/5 backdrop-blur-sm p-6 rounded-2xl border border-purple-500/20">
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<div class="text-purple-400 font-bold text-sm mb-2">2025年1月29日</div>
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<h3 class="text-xl font-semibold mb-3">Qwen2.5-Max发布</h3>
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<p class="text-gray-400">旗舰版模型发布，预训练数据超20万亿tokens，在多项基准测试中表现优异</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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</section>
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<!-- Core Logic Section -->
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<section class="py-20 px-4">
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<div class="container mx-auto max-w-6xl">
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<h2 class="text-4xl font-bold text-center mb-16 gradient-text">核心逻辑与市场认知</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-8">
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<div class="bg-gradient-to-br from-indigo-500/10 to-purple-500/10 p-8 rounded-2xl border border-indigo-500/30 backdrop-blur-sm animate-slide-up">
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<div class="text-4xl mb-4 text-indigo-400">
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<i class="fas fa-layer-group"></i>
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</div>
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<h3 class="text-2xl font-bold mb-4">技术底座优势</h3>
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<!-- Bento Grid for Core Insights -->
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<main class="space-y-16">
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<section class="bento-grid grid-cols-1 lg:grid-cols-3">
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<div class="lg:col-span-2 glass-card rounded-3xl p-6 md:p-8">
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<h2 class="text-2xl font-bold font-oxanium text-white mb-4">核心观点摘要</h2>
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<p class="text-gray-300 leading-relaxed">
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<span class="text-indigo-400 font-semibold">开源生态滚雪球：</span>下载量突破2亿次，衍生模型超9万个<br><br>
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<span class="text-purple-400 font-semibold">成本革命：</span>千问3 MAX训练成本降低超90%，打破"大模型烧钱诅咒"<br><br>
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<span class="text-pink-400 font-semibold">市场低估：</span>已构建"低成本+高性能"工业化量产能力
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阿里“千问”项目是其在AI时代下，leveraging其全球领先的开源模型生态（Qwen）与深厚的商业场景（电商、本地生活、支付），进行的一次从B端（ToB）向C端（ToC）的战略核心转移。当前，该概念正处于由宏大叙事和海量用户数据驱动的<strong class="text-accent">应用层炒作初期</strong>，其核心驱动力是打造一个“超级AI入口”的巨大想象空间。然而，其长期价值能否兑现，取决于能否在激烈的技术竞争中（尤其面对DeepSeek等竞品）弥合性能差距，并成功探索出可持续的C端商业化路径。
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</p>
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</div>
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<div class="bg-gradient-to-br from-purple-500/10 to-pink-500/10 p-8 rounded-2xl border border-purple-500/30 backdrop-blur-sm animate-slide-up" style="animation-delay: 0.2s;">
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<div class="text-4xl mb-4 text-purple-400">
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<i class="fas fa-exchange-alt"></i>
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</div>
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<h3 class="text-2xl font-bold mb-4">战略卡位升级</h3>
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<p class="text-gray-300 leading-relaxed">
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<span class="text-purple-400 font-semibold">B端壁垒：</span>API调用量全球第四，客户切换成本极高<br><br>
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<span class="text-pink-400 font-semibold">C端意义：</span>不仅是独立APP，更是改造阿里10亿用户生态的智能中枢<br><br>
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<span class="text-indigo-400 font-semibold">独特闭环：</span>电商+支付场景构成差异化竞争护城河
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</p>
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</div>
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<div class="bg-gradient-to-br from-pink-500/10 to-indigo-500/10 p-8 rounded-2xl border border-pink-500/30 backdrop-blur-sm animate-slide-up" style="animation-delay: 0.4s;">
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||||
<div class="text-4xl mb-4 text-pink-400">
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||||
<i class="fas fa-server"></i>
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||||
</div>
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||||
<h3 class="text-2xl font-bold mb-4">基础设施兑现</h3>
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||||
<p class="text-gray-300 leading-relaxed">
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||||
<span class="text-pink-400 font-semibold">3800亿投入：</span>构建全栈算力闭环，自研平头哥芯片优化成本<br><br>
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<span class="text-indigo-400 font-semibold">收入验证：</span>阿里云AI收入保持三位数增速，占比已达10%左右<br><br>
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<span class="text-purple-400 font-semibold">估值重塑：</span>从卖铲子到挖金矿，云业务估值有望对标AWS
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||||
</p>
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||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Stock Data Section -->
|
||||
<section class="py-20 px-4">
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||||
<div class="container mx-auto max-w-7xl">
|
||||
<h2 class="text-4xl font-bold text-center mb-16 gradient-text">产业链核心公司</h2>
|
||||
|
||||
<!-- Category Tabs -->
|
||||
<div class="tabs tabs-boxed bg-white/5 p-2 rounded-full mb-8 flex flex-wrap justify-center gap-2">
|
||||
<button class="tab tab-active rounded-full px-4 py-2" onclick="showCategory('all')">全部公司</button>
|
||||
<button class="tab rounded-full px-4 py-2" onclick="showCategory('idc')">数据中心/算力</button>
|
||||
<button class="tab rounded-full px-4 py-2" onclick="showCategory('ecommerce')">电商生态</button>
|
||||
<button class="tab rounded-full px-4 py-2" onclick="showCategory('investment')">战略投资</button>
|
||||
</div>
|
||||
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||||
<!-- Table -->
|
||||
<div class="overflow-x-auto rounded-2xl bg-white/5 backdrop-blur-sm border border-white/10">
|
||||
<table class="table stock-table w-full">
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||||
<thead class="bg-gradient-to-r from-indigo-600/50 to-purple-600/50">
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||||
<tr class="text-white">
|
||||
<th class="py-4 px-6 text-center">股票名称</th>
|
||||
<th class="py-4 px-6 text-center">关联类别</th>
|
||||
<th class="py-4 px-6 text-center">相关性描述</th>
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||||
<th class="py-4 px-6 text-center">投资评级</th>
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||||
</tr>
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||||
</thead>
|
||||
<tbody id="stockTableBody" class="divide-y divide-white/10">
|
||||
<!-- 数据中心/算力 -->
|
||||
<tr class="idc-row animate-fade-in">
|
||||
<td class="py-4 px-6 font-semibold text-indigo-400">数据港</td>
|
||||
<td class="py-4 px-6 text-center"><span class="badge badge-primary">数据中心/算力</span></td>
|
||||
<td class="py-4 px-6 text-gray-300">阿里华东区主要数据节点，机柜上架率提升确定性强</td>
|
||||
<td class="py-4 px-6 text-center"><span class="badge badge-success font-bold">领导者</span></td>
|
||||
</tr>
|
||||
<tr class="idc-row animate-fade-in">
|
||||
<td class="py-4 px-6 font-semibold text-indigo-400">润建股份</td>
|
||||
<td class="py-4 px-6 text-center"><span class="badge badge-primary">数据中心/算力</span></td>
|
||||
<td class="py-4 px-6 text-gray-300">与阿里云合资"中国-东盟智算云"，逻辑最纯粹标的</td>
|
||||
<td class="py-4 px-6 text-center"><span class="badge badge-success font-bold">逻辑纯粹</span></td>
|
||||
</tr>
|
||||
<tr class="idc-row animate-fade-in">
|
||||
<td class="py-4 px-6 font-semibold text-indigo-400">杭钢股份</td>
|
||||
<td class="py-4 px-6 text-center"><span class="badge badge-primary">数据中心/算力</span></td>
|
||||
<td class="py-4 px-6 text-gray-300">浙江云公司主动对接阿里需求，已投运1069个机柜，可运行服务器2.1万台</td>
|
||||
<td class="py-4 px-6 text-center"><span class="badge badge-warning font-bold">追赶者</span></td>
|
||||
</tr>
|
||||
<tr class="idc-row animate-fade-in">
|
||||
<td class="py-4 px-6 font-semibold text-indigo-400">宝信软件</td>
|
||||
<td class="py-4 px-6 text-center"><span class="badge badge-primary">数据中心/算力</span></td>
|
||||
<td class="py-4 px-6 text-gray-300">宝之云园区作为阿里华东区主要数据节点之一</td>
|
||||
<td class="py-4 px-6 text-center"><span class="badge badge-success font-bold">领导者</span></td>
|
||||
</tr>
|
||||
<tr class="idc-row animate-fade-in">
|
||||
<td class="py-4 px-6 font-semibold text-indigo-400">浪潮信息</td>
|
||||
<td class="py-4 px-6 text-center"><span class="badge badge-primary">数据中心/算力</span></td>
|
||||
<td class="py-4 px-6 text-gray-300">阿里服务器采购份额最高，硬件龙头地位稳固</td>
|
||||
<td class="py-4 px-6 text-center"><span class="badge badge-info font-bold">基础设施</span></td>
|
||||
</tr>
|
||||
|
||||
<!-- 电商生态 -->
|
||||
<tr class="ecommerce-row animate-fade-in">
|
||||
<td class="py-4 px-6 font-semibold text-purple-400">光云科技</td>
|
||||
<td class="py-4 px-6 text-center"><span class="badge badge-secondary">电商</span></td>
|
||||
<td class="py-4 px-6 text-gray-300">阿里授予"复购/好评榜第一"，垂直场景卡位精准，将直接受益于广告货币化率提升</td>
|
||||
<td class="py-4 px-6 text-center"><span class="badge badge-success font-bold">领导者</span></td>
|
||||
</tr>
|
||||
<tr class="ecommerce-row animate-fade-in">
|
||||
<td class="py-4 px-6 font-semibold text-purple-400">壹网壹创</td>
|
||||
<td class="py-4 px-6 text-center"><span class="badge badge-secondary">电商</span></td>
|
||||
<td class="py-4 px-6 text-gray-300">阿里首批AI Agent生态合作伙伴，Agent生态稀缺标的</td>
|
||||
<td class="py-4 px-6 text-center"><span class="badge badge-accent font-bold">高弹性</span></td>
|
||||
</tr>
|
||||
<tr class="ecommerce-row animate-fade-in">
|
||||
<td class="py-4 px-6 font-semibold text-purple-400">丽人丽妆</td>
|
||||
<td class="py-4 px-6 text-center"><span class="badge badge-secondary">电商</span></td>
|
||||
<td class="py-4 px-6 text-gray-300">阿里妈妈长期生态合作伙伴</td>
|
||||
<td class="py-4 px-6 text-center"><span class="badge badge-info font-bold">生态合作</span></td>
|
||||
</tr>
|
||||
<tr class="ecommerce-row animate-fade-in">
|
||||
<td class="py-4 px-6 font-semibold text-purple-400">值得买</td>
|
||||
<td class="py-4 px-6 text-center"><span class="badge badge-secondary">电商</span></td>
|
||||
<td class="py-4 px-6 text-gray-300">阿里爸爸重要合作伙伴，通过"什么值得买"提供信息推广服务</td>
|
||||
<td class="py-4 px-6 text-center"><span class="badge badge-info font-bold">生态合作</span></td>
|
||||
</tr>
|
||||
|
||||
<!-- 战略投资 -->
|
||||
<tr class="investment-row animate-fade-in">
|
||||
<td class="py-4 px-6 font-semibold text-pink-400">三江购物</td>
|
||||
<td class="py-4 px-6 text-center"><span class="badge badge-accent">参股消费</span></td>
|
||||
<td class="py-4 px-6 text-gray-300">阿里系持有公司总股本30%，仅财务投资，无业务协同</td>
|
||||
<td class="py-4 px-6 text-center"><span class="badge badge-error font-bold">规避风险</span></td>
|
||||
</tr>
|
||||
<tr class="investment-row animate-fade-in">
|
||||
<td class="py-4 px-6 font-semibold text-pink-400">石基信息</td>
|
||||
<td class="py-4 px-6 text-center"><span class="badge badge-accent">参股消费</span></td>
|
||||
<td class="py-4 px-6 text-gray-300">阿里系持有公司总股本13.02%，仅财务投资，无业务协同</td>
|
||||
<td class="py-4 px-6 text-center"><span class="badge badge-error font-bold">规避风险</span></td>
|
||||
</tr>
|
||||
<tr class="investment-row animate-fade-in">
|
||||
<td class="py-4 px-6 font-semibold text-pink-400">美年健康</td>
|
||||
<td class="py-4 px-6 text-center"><span class="badge badge-accent">参股医疗</span></td>
|
||||
<td class="py-4 px-6 text-gray-300">阿里系持有公司总股本10.04%</td>
|
||||
<td class="py-4 px-6 text-center"><span class="badge badge-warning font-bold">观察</span></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<div class="text-center mt-8 text-gray-400">
|
||||
<p>完整表格包含50+公司，涵盖IDC、服务器、交换机、电商、医疗等全链条</p>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Risk Analysis -->
|
||||
<section class="py-20 px-4">
|
||||
<div class="container mx-auto max-w-6xl">
|
||||
<h2 class="text-4xl font-bold text-center mb-16 gradient-text">风险与挑战</h2>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-8">
|
||||
<div class="bg-red-500/10 border border-red-500/30 p-6 rounded-2xl backdrop-blur-sm animate-slide-up">
|
||||
<div class="text-3xl mb-4 text-red-400">
|
||||
<i class="fas fa-exclamation-triangle"></i>
|
||||
</div>
|
||||
<h3 class="text-xl font-bold mb-4 text-red-300">技术风险</h3>
|
||||
<ul class="space-y-2 text-gray-300 text-sm">
|
||||
<li>• 思维链能力短板：当前更多是基座模型而非推理模型</li>
|
||||
<li>• Agent工具缺失：MCP多工具调用仍出现错误</li>
|
||||
<li>• 与DeepSeek-R1等推理模型存在差距</li>
|
||||
<div class="glass-card rounded-3xl p-6 md:p-8 floating-element" style="animation-delay: -2s;">
|
||||
<h2 class="text-2xl font-bold font-oxanium text-white mb-4">核心驱动力</h2>
|
||||
<ul class="space-y-3">
|
||||
<li class="flex items-start"><span class="text-primary mr-3 mt-1">●</span><div><strong class="text-white">战略转型驱动：</strong>打造超级AI入口，盘活集团生态体系。</div></li>
|
||||
<li class="flex items-start"><span class="text-primary mr-3 mt-1">●</span><div><strong class="text-white">技术开源驱动：</strong>构建“AI时代的安卓”，以庞大开发者生态为基石。</div></li>
|
||||
<li class="flex items-start"><span class="text-primary mr-3 mt-1">●</span><div><strong class="text-white">商业闭环驱动：</strong>“场景即护城河”，实现信息获取到服务完成的无缝闭环。</div></li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="bg-yellow-500/10 border border-yellow-500/30 p-6 rounded-2xl backdrop-blur-sm animate-slide-up" style="animation-delay: 0.2s;">
|
||||
<div class="text-3xl mb-4 text-yellow-400">
|
||||
<i class="fas fa-dollar-sign"></i>
|
||||
</div>
|
||||
<h3 class="text-xl font-bold mb-4 text-yellow-300">商业化风险</h3>
|
||||
<ul class="space-y-2 text-gray-300 text-sm">
|
||||
<li>• C端用户获取成本高昂，ROI可能为负</li>
|
||||
<li>• B端客户谨慎，市场增长主要来自存量客户</li>
|
||||
<li>• 阿里影业虚拟拍摄技术仍处于亏损状态</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="bg-blue-500/10 border border-blue-500/30 p-6 rounded-2xl backdrop-blur-sm animate-slide-up" style="animation-delay: 0.4s;">
|
||||
<div class="text-3xl mb-4 text-blue-400">
|
||||
<i class="fas fa-shield-alt"></i>
|
||||
</div>
|
||||
<h3 class="text-xl font-bold mb-4 text-blue-300">竞争与政策风险</h3>
|
||||
<ul class="space-y-2 text-gray-300 text-sm">
|
||||
<li>• Llama 3.3发布后千问排名降至第二/三位</li>
|
||||
<li>• 开源模型竞争加剧，存在赢者通吃效应</li>
|
||||
<li>• 苹果AI合作涉及数据跨境，面临监管审查</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Investment Insights -->
|
||||
<section class="py-20 px-4">
|
||||
<div class="container mx-auto max-w-6xl">
|
||||
<h2 class="text-4xl font-bold text-center mb-16 gradient-text">投资启示</h2>
|
||||
<div class="bg-white/5 rounded-3xl p-8 md:p-12 backdrop-blur-sm border border-white/10">
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-8 items-center">
|
||||
<div class="animate-fade-in">
|
||||
<h3 class="text-2xl font-bold mb-6 text-indigo-400">优先级排序</h3>
|
||||
<div class="space-y-4">
|
||||
<div class="flex items-center gap-4 p-4 bg-indigo-500/10 rounded-xl border border-indigo-500/30">
|
||||
<div class="text-2xl text-indigo-400">🥇</div>
|
||||
<div>
|
||||
<div class="font-bold text-lg">算力基础设施</div>
|
||||
<div class="text-gray-400 text-sm">数据港、万国数据、浪潮信息（订单可见度高）</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-center gap-4 p-4 bg-purple-500/10 rounded-xl border border-purple-500/30">
|
||||
<div class="text-2xl text-purple-400">🥈</div>
|
||||
<div>
|
||||
<div class="font-bold text-lg">电商生态服务商</div>
|
||||
<div class="text-gray-400 text-sm">光云科技、壹网壹创（直接受益广告货币化）</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-center gap-4 p-4 bg-yellow-500/10 rounded-xl border border-yellow-500/30">
|
||||
<div class="text-2xl text-yellow-400">🥉</div>
|
||||
<div>
|
||||
<div class="font-bold text-lg">垂直场景龙头</div>
|
||||
<div class="text-gray-400 text-sm">阿里健康、阿里影业（节奏风险，谨慎配置）</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="lg:col-span-3 glass-card rounded-3xl p-6 md:p-8">
|
||||
<h2 class="text-2xl font-bold font-oxanium text-white mb-4">市场预期差分析：性能与成本</h2>
|
||||
<p class="text-sm text-gray-400 mb-4">市场普遍认为Qwen模型技术全球领先，但路演数据显示其在关键能力和成本控制上与顶级竞品存在差距，这构成了当前概念最大的风险与预期差。</p>
|
||||
<div id="performanceChart" class="echarts-container"></div>
|
||||
</div>
|
||||
|
||||
<div class="glass-card rounded-3xl p-6 md:p-8 floating-element" style="animation-delay: -4s;">
|
||||
<h2 class="text-2xl font-bold font-oxanium text-white mb-4">近期关键催化剂</h2>
|
||||
<ul class="space-y-3">
|
||||
<li><strong class="text-info">Agent功能落地：</strong>验证“超级入口”逻辑的关键一步。</li>
|
||||
<li><strong class="text-info">苹果合作确认：</strong>若官宣，将是短期最强股价催化剂。</li>
|
||||
<li><strong class="text-info">DAU/API调用量：</strong>持续高增长将强化平台价值。</li>
|
||||
</ul>
|
||||
</div>
|
||||
|
||||
<div class="lg:col-span-2 glass-card rounded-3xl p-6 md:p-8">
|
||||
<h2 class="text-2xl font-bold font-oxanium text-white mb-4">产业链图谱</h2>
|
||||
<div class="flex flex-col md:flex-row justify-around text-center">
|
||||
<div class="p-4">
|
||||
<h3 class="font-bold text-lg text-secondary">上游：AI基础设施</h3>
|
||||
<p class="text-sm">算力/数据中心 (数据港, 杭钢股份)</p>
|
||||
<p class="text-sm">服务器/芯片 (浪潮信息, 海光信息)</p>
|
||||
<p class="text-sm">网络设备/光模块 (紫光股份, 中际旭创)</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="animate-fade-in" style="animation-delay: 0.2s;">
|
||||
<h3 class="text-2xl font-bold mb-6 text-purple-400">关键跟踪指标</h3>
|
||||
<div class="space-y-3 text-gray-300">
|
||||
<div class="flex justify-between items-center p-3 bg-white/5 rounded-lg">
|
||||
<span>API周调用量增速</span>
|
||||
<span class="text-indigo-400 font-bold">2000亿→5000亿Tokens</span>
|
||||
</div>
|
||||
<div class="flex justify-between items-center p-3 bg-white/5 rounded-lg">
|
||||
<span>阿里云AI收入占比</span>
|
||||
<span class="text-purple-400 font-bold">10%→15%+</span>
|
||||
</div>
|
||||
<div class="flex justify-between items-center p-3 bg-white/5 rounded-lg">
|
||||
<span>千问APP月活(MAU)</span>
|
||||
<span class="text-pink-400 font-bold">5000万目标</span>
|
||||
</div>
|
||||
<div class="flex justify-between items-center p-3 bg-white/5 rounded-lg">
|
||||
<span>30日留存率</span>
|
||||
<span class="text-green-400 font-bold">>30%</span>
|
||||
</div>
|
||||
<div class="p-4 border-t-2 md:border-t-0 md:border-l-2 border-dashed border-gray-700">
|
||||
<h3 class="font-bold text-lg text-accent">中游：模型与平台</h3>
|
||||
<p class="text-sm">核心主体 (阿里巴巴)</p>
|
||||
<p class="text-sm">模型训练合作 (昆仑万维)</p>
|
||||
</div>
|
||||
<div class="p-4 border-t-2 md:border-t-0 md:border-l-2 border-dashed border-gray-700">
|
||||
<h3 class="font-bold text-lg text-primary">下游：应用与生态</h3>
|
||||
<p class="text-sm">阿里内部生态 (淘宝, 高德, 钉钉)</p>
|
||||
<p class="text-sm">核心生态伙伴 (石基信息, 光云科技)</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="mt-12 p-6 bg-gradient-to-r from-indigo-500/20 to-purple-500/20 rounded-2xl border border-indigo-500/30">
|
||||
<h4 class="text-xl font-bold mb-4 text-center">结论</h4>
|
||||
<p class="text-gray-300 text-center leading-relaxed text-lg">
|
||||
阿里"千问"项目具备<strong class="text-indigo-400">"基本面打底+主题催化"</strong>的双重属性，当前处于"技术兑现期向商业化爆发期过渡"的关键节点。<br>
|
||||
<span class="text-purple-400">2025年Q4至2026年Q1</span>是验证窗口期，若C端APP数据超预期或苹果合作落地，将引发戴维斯双击。
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<!-- Timeline Section -->
|
||||
<section class="glass-card rounded-3xl p-6 md:p-8">
|
||||
<h2 class="text-2xl text-center font-bold font-oxanium text-white mb-10">项目发展路径与时间轴</h2>
|
||||
|
||||
<!-- 使用 DaisyUI 原生时间轴组件 -->
|
||||
<!-- max-md:timeline-compact 表示在移动端自动变为单列紧凑模式 -->
|
||||
<!-- timeline-vertical 表示垂直排列 -->
|
||||
<ul class="timeline timeline-snap-icon max-md:timeline-compact timeline-vertical">
|
||||
|
||||
<!-- Item 1: 左侧 (2024) -->
|
||||
<li>
|
||||
<div class="timeline-middle">
|
||||
<!-- 霓虹灯光点 -->
|
||||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-primary glow-text">
|
||||
<path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" />
|
||||
</svg>
|
||||
</div>
|
||||
<!-- timeline-start 在桌面端显示在左侧/上方，md:text-end 让文字在桌面靠右对齐 -->
|
||||
<div class="timeline-start mb-10 md:text-end w-full md:w-auto">
|
||||
<div class="glass-card p-4 rounded-xl border border-primary/30 hover:border-primary transition-colors">
|
||||
<time class="font-oxanium text-sm text-gray-400">~2024</time>
|
||||
<h3 class="font-bold text-lg text-primary mt-1">技术奠基期</h3>
|
||||
<p class="text-sm text-gray-300 mt-2">通义千问(Qwen)模型在开源社区崭露头角，登顶全球榜单，积累技术声誉。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
<hr class="bg-primary/30"/>
|
||||
</li>
|
||||
|
||||
<!-- Footer -->
|
||||
<footer class="py-12 px-4 border-t border-white/10">
|
||||
<div class="container mx-auto text-center">
|
||||
<p class="text-gray-400 mb-4">基于真实行业洞察与数据分析</p>
|
||||
<p class="text-gray-500 text-sm">生成时间：2025年11月 | 数据来源：公开新闻、路演纪要、工商信息</p>
|
||||
</div>
|
||||
</footer>
|
||||
<!-- Item 2: 右侧 (年初) -->
|
||||
<li>
|
||||
<hr class="bg-primary/30"/>
|
||||
<div class="timeline-middle">
|
||||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-primary glow-text">
|
||||
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|
||||
</svg>
|
||||
</div>
|
||||
<!-- timeline-end 在桌面端显示在右侧/下方 -->
|
||||
<div class="timeline-end mb-10 w-full md:w-auto">
|
||||
<div class="glass-card p-4 rounded-xl border border-primary/30 hover:border-primary transition-colors">
|
||||
<time class="font-oxanium text-sm text-gray-400">年初~2025.11</time>
|
||||
<h3 class="font-bold text-lg text-primary mt-1">战略酝酿期</h3>
|
||||
<p class="text-sm text-gray-300 mt-2">宣布投入3800亿建设AI基建；秘密启动“千问”项目，定位“AI时代的未来之战”。</p>
|
||||
</div>
|
||||
</div>
|
||||
<hr class="bg-accent/30"/>
|
||||
</li>
|
||||
|
||||
<script>
|
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|
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|
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const rows = document.querySelectorAll('#stockTableBody tr');
|
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|
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<!-- Item 3: 左侧 (2025.11.17) -->
|
||||
<li>
|
||||
<hr class="bg-accent/30"/>
|
||||
<div class="timeline-middle">
|
||||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-accent glow-text">
|
||||
<path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" />
|
||||
</svg>
|
||||
</div>
|
||||
<div class="timeline-start mb-10 md:text-end w-full md:w-auto">
|
||||
<div class="glass-card p-4 rounded-xl border border-accent/30 hover:border-accent transition-colors shadow-[0_0_15px_rgba(255,88,203,0.1)]">
|
||||
<time class="font-oxanium text-sm text-white">2025.11.17</time>
|
||||
<h3 class="font-bold text-lg text-accent mt-1">正式引爆</h3>
|
||||
<p class="text-sm text-gray-300 mt-2">千问APP上线公测，一周下载量破1000万，标志战略重心向C端倾斜。</p>
|
||||
</div>
|
||||
</div>
|
||||
<hr class="bg-secondary/30"/>
|
||||
</li>
|
||||
|
||||
<!-- Item 4: 右侧 (当前) -->
|
||||
<li>
|
||||
<hr class="bg-secondary/30"/>
|
||||
<div class="timeline-middle">
|
||||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-secondary glow-text">
|
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<path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" />
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
<time class="font-oxanium text-sm text-gray-400">当前-2026</time>
|
||||
<h3 class="font-bold text-lg text-secondary mt-1">“入口”确立期</h3>
|
||||
<p class="text-sm text-gray-300 mt-2">核心任务是完善Agent功能，深度整合阿里内部应用，迅速扩大用户基数。</p>
|
||||
</div>
|
||||
</div>
|
||||
<hr class="bg-secondary/30"/>
|
||||
</li>
|
||||
|
||||
<!-- Item 5: 左侧 (2026-2028) -->
|
||||
<li>
|
||||
<hr class="bg-secondary/30"/>
|
||||
<div class="timeline-middle">
|
||||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-secondary glow-text">
|
||||
<path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" />
|
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</svg>
|
||||
</div>
|
||||
<div class="timeline-start mb-10 md:text-end w-full md:w-auto">
|
||||
<div class="glass-card p-4 rounded-xl border border-secondary/30 hover:border-secondary transition-colors">
|
||||
<time class="font-oxanium text-sm text-gray-400">2026-2028</time>
|
||||
<h3 class="font-bold text-lg text-secondary mt-1">“生态”开放期</h3>
|
||||
<p class="text-sm text-gray-300 mt-2">通过开放API和AI Agent Store，将千问平台化，打造AI应用“分发中心”。</p>
|
||||
</div>
|
||||
</div>
|
||||
<hr class="bg-gray-700"/>
|
||||
</li>
|
||||
|
||||
<!-- Item 6: 右侧 (2028以后) -->
|
||||
<li>
|
||||
<hr class="bg-gray-700"/>
|
||||
<div class="timeline-middle">
|
||||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-gray-500 glow-text">
|
||||
<path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" />
|
||||
</svg>
|
||||
</div>
|
||||
<div class="timeline-end mb-10 w-full md:w-auto">
|
||||
<div class="glass-card p-4 rounded-xl border border-gray-700 hover:border-white transition-colors">
|
||||
<time class="font-oxanium text-sm text-gray-400">2028以后</time>
|
||||
<h3 class="font-bold text-gray-400 mt-1">“商业化”成熟期</h3>
|
||||
<p class="text-sm text-gray-400 mt-2">探索订阅制、应用商店分成、广告佣金等多元化商业模式，实现盈利。</p>
|
||||
</div>
|
||||
</div>
|
||||
</li>
|
||||
</ul>
|
||||
</section>
|
||||
<h2 class="text-2xl text-center font-bold font-oxanium text-white mb-10">项目发展路径与时间轴</h2>
|
||||
<div class="timeline max-w-4xl mx-auto">
|
||||
<!-- Item 1 -->
|
||||
<div class="timeline-item">
|
||||
<div class="timeline-content glass-card p-4 rounded-xl">
|
||||
<h3 class="font-bold text-primary">~2024: 技术奠基期</h3>
|
||||
<p class="text-sm">通义千问(Qwen)模型在开源社区崭露头角，登顶全球榜单，积累技术声誉。</p>
|
||||
</div>
|
||||
</div>
|
||||
<!-- Item 2 -->
|
||||
<div class="timeline-item">
|
||||
<div class="timeline-content glass-card p-4 rounded-xl">
|
||||
<h3 class="font-bold text-primary">年初~2025.11: 战略酝酿期</h3>
|
||||
<p class="text-sm">宣布投入3800亿建设AI基建；秘密启动“千问”项目，定位“AI时代的未来之战”。</p>
|
||||
</div>
|
||||
</div>
|
||||
<!-- Item 3 -->
|
||||
<div class="timeline-item">
|
||||
<div class="timeline-content glass-card p-4 rounded-xl">
|
||||
<h3 class="font-bold text-accent">2025.11.17: 正式引爆</h3>
|
||||
<p class="text-sm">千问APP上线公测，一周下载量破1000万，标志战略重心向C端倾斜。</p>
|
||||
</div>
|
||||
</div>
|
||||
<!-- Item 4 -->
|
||||
<div class="timeline-item">
|
||||
<div class="timeline-content glass-card p-4 rounded-xl">
|
||||
<h3 class="font-bold text-secondary">当前-2026: “入口”确立期</h3>
|
||||
<p class="text-sm">核心任务是完善Agent功能，深度整合阿里内部应用，迅速扩大用户基数。</p>
|
||||
</div>
|
||||
</div>
|
||||
<!-- Item 5 -->
|
||||
<div class="timeline-item">
|
||||
<div class="timeline-content glass-card p-4 rounded-xl">
|
||||
<h3 class="font-bold text-secondary">2026-2028: “生态”开放期</h3>
|
||||
<p class="text-sm">通过开放API和AI Agent Store，将千问平台化，打造AI应用“分发中心”。</p>
|
||||
</div>
|
||||
</div>
|
||||
<!-- Item 6 -->
|
||||
<div class="timeline-item">
|
||||
<div class="timeline-content glass-card p-4 rounded-xl">
|
||||
<h3 class="font-bold text-secondary">2028以后: “商业化”成熟期</h3>
|
||||
<p class="text-sm">探索订阅制、应用商店分成、广告佣金等多元化商业模式，实现盈利。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Detailed Data (Accordions) -->
|
||||
<section class="space-y-4">
|
||||
<h2 class="text-3xl text-center font-bold font-oxanium text-white mb-8">多源情报深度解析</h2>
|
||||
<div class="collapse collapse-plus glass-card rounded-2xl">
|
||||
<input type="radio" name="my-accordion-2" id="insight-details"/>
|
||||
<label for="insight-details" class="collapse-title text-xl font-medium font-oxanium text-white">
|
||||
核心逻辑与市场认知 (Insight)
|
||||
</label>
|
||||
<div class="collapse-content text-gray-400">
|
||||
<div class="p-4 space-y-4">
|
||||
<p><strong>信息交叉验证风险：</strong>最显著的矛盾点在于模型性能。新闻稿中“登顶榜首”、“赶超GPT-4”的宣传性表述，与路演纪要中“落后于DeepSeek V3”、“思维链需突破”的内部测评结论存在明显冲突。这表明投资者需审慎看待其公开宣传的技术实力，其“护城河”可能不如市场想象的那么深。</p>
|
||||
<p><strong>商业化风险：</strong>C端盈利模式模糊，目前完全免费。同时路演指出其推理成本远高于竞品（是DeepSeek的5.6倍），在“百模大战”和价格战的背景下，高昂的成本可能侵蚀其利润空间，使其陷入“用户越多、亏损越大”的困境。</p>
|
||||
<p><strong>综合结论：</strong>项目目前明确处于<strong>主题炒作与基本面预期注入的混合阶段</strong>。其“超级AI入口”的故事极具吸引力，但核心技术尚未与顶尖竞品拉开差距，商业模式尚在探索。这是一个高想象空间与高不确定性并存的典型“成长股”概念。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="collapse collapse-plus glass-card rounded-2xl">
|
||||
<input type="radio" name="my-accordion-2" id="news-details" />
|
||||
<label for="news-details" class="collapse-title text-xl font-medium font-oxanium text-white">
|
||||
新闻数据摘要
|
||||
</label>
|
||||
<div class="collapse-content text-gray-400">
|
||||
<div class="p-4 space-y-2">
|
||||
<p><strong>项目启动与战略定位：</strong>秘密启动“千问”项目，全面对标ChatGPT，内部定位为“AI时代的未来之战”。战略重心从B端市场向C端倾斜，全力进军AI to C。</p>
|
||||
<p><strong>千问APP：</strong>定位“会聊天能办事的个人AI助手”，基于全球性能第一的开源模型Qwen3。公测一周下载量突破1000万次，超越ChatGPT、Sora成为史上增长最快的AI应用之一。深度融合夸克AI浏览器，成为桌面级智能助理。</p>
|
||||
<p><strong>技术与模型：</strong>发布并开源Qwen3系列模型，多次登顶全球开源模型榜首。旗舰版Qwen2.5-Max预训练数据超过20万亿tokens。</p>
|
||||
<p><strong>生态与应用：</strong>头部物流企业（圆通、顺丰等）已全部接入。中科院多个研究机构接入。核心商业伙伴包括石基信息（酒店）、数据港/杭钢股份（算力）、值得买（数据服务）等。</p>
|
||||
<p><strong>市场影响力：</strong>千问API调用量跃居全球第四，超越OpenAI。开源模型下载量突破2亿，衍生模型数量突破10万，稳居全球第一。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="collapse collapse-plus glass-card rounded-2xl">
|
||||
<input type="radio" name="my-accordion-2" id="roadshow-details" />
|
||||
<label for="roadshow-details" class="collapse-title text-xl font-medium font-oxanium text-white">
|
||||
路演纪要精粹
|
||||
</label>
|
||||
<div class="collapse-content text-gray-400">
|
||||
<div class="p-4 space-y-2">
|
||||
<p><strong>性能对比 (2025-04-29):</strong> 在Agent测评中，千问3在阿里自有平台优化下表现优异，但在第三方中立平台表现不稳。DeepSeek的Cloud模型可同时控制100个软件，目前最强。国内模型梯队被认为是：Cloud > DeepSeek V3 > 千问3 > 豆包。</p>
|
||||
<p><strong>成本对比 (2025-02-03):</strong> 阿里Max模型100万Token收费44.5元，是DeepSeek的5.6倍。推理速度慢于V3，训练成本更高。</p>
|
||||
<p><strong>战略升级 (2025-11-26):</strong> “通义”全面升级为“千问”，战略重心由ToB延伸至ToC，目标打造DAU破亿的通用Chatbot，并计划全球发布。</p>
|
||||
<p><strong>APP战略 (2025-11-25):</strong> 千问App目标不是问答，而是“城市入口的入口”。商业路径是通过屏幕理解+Agent直接调用淘宝、天猫、支付宝等自有APP，实现“拍照→比价→自动下单→支付→物流”闭环。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="collapse collapse-plus glass-card rounded-2xl">
|
||||
<input type="radio" name="my-accordion-2" id="report-details" />
|
||||
<label for="report-details" class="collapse-title text-xl font-medium font-oxanium text-white">
|
||||
券商研报观点
|
||||
</label>
|
||||
<div class="collapse-content text-gray-400">
|
||||
<div class="p-4 space-y-2">
|
||||
<p><strong>项目定位与市场表现：</strong>定位为“阿里最强大模型官方AI助手”，公测上线两天冲入App Store总榜第三。反映了阿里AI战略重心向C端倾斜。</p>
|
||||
<p><strong>商业目标：</strong>希望借助Qwen开源优势赢得竞争，并打通阿里应用生态建立商业闭环。未来一到两年内，有望被打造成新的高频超级入口。</p>
|
||||
<p><strong>技术基础：</strong>旗舰级模型Qwen3-Max参数量突破1万亿，与GPT-4规模差距缩小。通义千问2.5性能全面赶超GPT-4 Turbo。</p>
|
||||
<p><strong>生态系统：</strong>通义系列模型已成为全球第一大开源模型族，累计下载量突破6亿次。希望借助零售、外卖、旅行等完备生态实现全局突破。</p>
|
||||
<p><strong>算力投入：</strong>未来三年将投入超3800亿元建设云和AI硬件基础设施。千问APP使用量放大将带动AI算力投资进一步扩张。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
// Update tab styles
|
||||
tabs.forEach(tab => tab.classList.remove('tab-active'));
|
||||
event.target.classList.add('tab-active');
|
||||
|
||||
// Show/hide rows
|
||||
rows.forEach(row => {
|
||||
row.style.display = 'none';
|
||||
setTimeout(() => {
|
||||
if (category === 'all') {
|
||||
row.style.display = 'table-row';
|
||||
} else if (category === 'idc' && row.classList.contains('idc-row')) {
|
||||
row.style.display = 'table-row';
|
||||
} else if (category === 'ecommerce' && row.classList.contains('ecommerce-row')) {
|
||||
row.style.display = 'table-row';
|
||||
} else if (category === 'investment' && row.classList.contains('investment-row')) {
|
||||
row.style.display = 'table-row';
|
||||
<!-- Stock Universe -->
|
||||
<section class="glass-card rounded-3xl p-6 md:p-8">
|
||||
<h2 class="text-3xl text-center font-bold font-oxanium text-white mb-8">相关概念股全景</h2>
|
||||
|
||||
<div class="mb-12">
|
||||
<h3 class="text-xl font-bold font-oxanium text-primary mb-4">涨幅异动分析</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-4">
|
||||
<div class="glass-card rounded-xl p-4 border border-primary/20">
|
||||
<div class="flex justify-between items-center">
|
||||
<h4 class="font-bold text-lg text-white">浪潮软件 (600756)</h4>
|
||||
<span class="badge badge-error badge-outline">+10.02%</span>
|
||||
</div>
|
||||
<p class="text-sm mt-2"><strong>驱动：</strong>阿里千问AI to C生态映射+中央党政军AI平台首单，双重催化下成为AI应用补涨龙头。</p>
|
||||
</div>
|
||||
<div class="glass-card rounded-xl p-4 border border-primary/20">
|
||||
<div class="flex justify-between items-center">
|
||||
<h4 class="font-bold text-lg text-white">石基信息 (002153)</h4>
|
||||
<span class="badge badge-warning badge-outline">逻辑最纯粹</span>
|
||||
</div>
|
||||
<p class="text-sm mt-2"><strong>驱动：</strong>国内酒店信息管理系统龙头，阿里为二股东。千问APP酒店预订功能将直接调用其系统，受益路径直接。</p>
|
||||
</div>
|
||||
<div class="glass-card rounded-xl p-4 border border-primary/20">
|
||||
<div class="flex justify-between items-center">
|
||||
<h4 class="font-bold text-lg text-white">数据港 (603881)</h4>
|
||||
<span class="badge badge-success badge-outline">确定性高</span>
|
||||
</div>
|
||||
<p class="text-sm mt-2"><strong>驱动：</strong>与阿里深度合作共建数据中心，是阿里AI算力扩张的直接“卖铲人”，受益逻辑确定性高。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="overflow-x-auto">
|
||||
<table class="table table-zebra-zebra w-full">
|
||||
<thead class="text-base text-white font-oxanium">
|
||||
<tr>
|
||||
<th>股票名称</th>
|
||||
<th>股票代码</th>
|
||||
<th>关联原因</th>
|
||||
<th>产业链环节</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<!-- Data injected by JS -->
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</section>
|
||||
</main>
|
||||
</div>
|
||||
|
||||
<script>
|
||||
document.addEventListener('DOMContentLoaded', function () {
|
||||
// Performance Chart
|
||||
const performanceChartDom = document.getElementById('performanceChart');
|
||||
const performanceChart = echarts.init(performanceChartDom, 'dark');
|
||||
const performanceOption = {
|
||||
backgroundColor: 'transparent',
|
||||
tooltip: {
|
||||
trigger: 'axis',
|
||||
axisPointer: {
|
||||
type: 'shadow'
|
||||
},
|
||||
backgroundColor: 'rgba(20, 20, 40, 0.8)',
|
||||
borderColor: '#4a00ff',
|
||||
textStyle: {
|
||||
color: '#fff'
|
||||
}
|
||||
},
|
||||
legend: {
|
||||
data: ['千问3', 'DeepSeek V3'],
|
||||
textStyle: {
|
||||
color: '#ccc'
|
||||
}
|
||||
},
|
||||
grid: {
|
||||
left: '3%',
|
||||
right: '4%',
|
||||
bottom: '3%',
|
||||
containLabel: true
|
||||
},
|
||||
xAxis: {
|
||||
type: 'value',
|
||||
boundaryGap: [0, 0.01],
|
||||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.2)' } }
|
||||
},
|
||||
yAxis: {
|
||||
type: 'category',
|
||||
data: ['多工具控制能力', '复杂任务(建模)', '推理成本(相对值)'],
|
||||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.2)' } }
|
||||
},
|
||||
series: [
|
||||
{
|
||||
name: '千问3',
|
||||
type: 'bar',
|
||||
data: [4, 6, 5.6], // Scaled for visualization: 3-4 tools -> 4, lower accuracy -> 6, 5.6x cost
|
||||
itemStyle: {
|
||||
color: new echarts.graphic.LinearGradient(0, 0, 1, 0, [
|
||||
{ offset: 0, color: '#8360c3' },
|
||||
{ offset: 1, color: '#2ebf91' }
|
||||
])
|
||||
},
|
||||
label: {
|
||||
show: true,
|
||||
position: 'right',
|
||||
formatter: (params) => {
|
||||
if (params.name === '多工具控制能力') return '3-4个MCP';
|
||||
if (params.name === '复杂任务(建模)') return '相对较慢';
|
||||
if (params.name === '推理成本(相对值)') return '5.6x';
|
||||
return '';
|
||||
},
|
||||
color: '#fff'
|
||||
}
|
||||
}, 100);
|
||||
});
|
||||
}
|
||||
|
||||
// Smooth scroll
|
||||
document.querySelectorAll('a[href^="#"]').forEach(anchor => {
|
||||
anchor.addEventListener('click', function (e) {
|
||||
e.preventDefault();
|
||||
document.querySelector(this.getAttribute('href')).scrollIntoView({
|
||||
behavior: 'smooth'
|
||||
});
|
||||
});
|
||||
},
|
||||
{
|
||||
name: 'DeepSeek V3',
|
||||
type: 'bar',
|
||||
data: [10, 8, 1], // Scaled for visualization: 100 tools -> 10, faster -> 8, 1x cost
|
||||
itemStyle: {
|
||||
color: new echarts.graphic.LinearGradient(0, 0, 1, 0, [
|
||||
{ offset: 0, color: '#f7971e' },
|
||||
{ offset: 1, color: '#ffd200' }
|
||||
])
|
||||
},
|
||||
label: {
|
||||
show: true,
|
||||
position: 'right',
|
||||
formatter: (params) => {
|
||||
if (params.name === '多工具控制能力') return '100个MCP';
|
||||
if (params.name === '复杂任务(建模)') return '速度/准确性更优';
|
||||
if (params.name === '推理成本(相对值)') return '1x';
|
||||
return '';
|
||||
},
|
||||
color: '#fff'
|
||||
}
|
||||
}
|
||||
]
|
||||
};
|
||||
performanceChart.setOption(performanceOption);
|
||||
|
||||
// Stock Data
|
||||
const stockData = [
|
||||
{ "stock": "石基信息", "reason": "阿里系持有公司总股本13.02%; 千问APP酒店预订核心受益方", "其他标签": "下游应用, 核心生态", "stock_code": "002153" },
|
||||
{ "stock": "数据港", "reason": "与阿里合作ZH13等数据中心项目", "其他标签": "上游基建, 数据中心", "stock_code": "603881" },
|
||||
{ "stock": "杭钢股份", "reason": "浙江云公司主动对接阿里需求，已投运机柜服务阿里", "其他标签": "上游基建, 数据中心", "stock_code": "600126" },
|
||||
{ "stock": "浪潮信息", "reason": "在百度和阿里的服务器采购中，公司所占份额最高", "其他标签": "上游基建, 服务器", "stock_code": "000977" },
|
||||
{ "stock": "紫光股份", "reason": "400G数据中心交换机在阿里巴巴获得大份额", "其他标签": "上游基建, 交换机", "stock_code": "000938" },
|
||||
{ "stock": "中际旭创", "reason": "全球主要的互联网云厂商都是公司的客户", "其他标签": "上游基建, 光模块", "stock_code": "300308" },
|
||||
{ "stock": "新易盛", "reason": "对于阿里巴巴等互联网巨头，公司已建立数据中心项目组", "其他标签": "上游基建, 光模块", "stock_code": "300502" },
|
||||
{ "stock": "海光信息", "reason": "公司的DCU产品已得到阿里等互联网企业的认证", "其他标签": "上游基建, GPU", "stock_code": "688041" },
|
||||
{ "stock": "昆仑万维", "reason": "与战略合作阿里云，双方将在智能计算中心建设和大模型训练等方面展开深度合作", "其他标签": "中游合作, 模型训练", "stock_code": "300418" },
|
||||
{ "stock": "光云科技", "reason": "被阿里授予多个类目第一、星耀伙伴等称号", "其他标签": "下游应用, 电商服务", "stock_code": "688365" },
|
||||
{ "stock": "壹网壹创", "reason": "公司与阿里深度合作，为其首批AIAgent生态合作伙伴", "其他标签": "下游应用, 电商服务", "stock_code": "300792" },
|
||||
{ "stock": "值得买", "reason": "阿里巴巴是公司重要的合作伙伴，公司通过“什么值得买”为阿里巴巴提供信息推广服务", "其他标签": "下游应用, 营销", "stock_code": "300785" },
|
||||
{ "stock": "因赛集团", "reason": "控股子公司天与空持续多年服务阿里巴巴、蚂蚁金服", "其他标签": "下游应用, 营销", "stock_code": "300781" },
|
||||
{ "stock": "润建股份", "reason": "智算云业务合作阿里云；共同投资“中国-东盟智算云”项目", "其他标签": "上游基建, 数据中心", "stock_code": "002929" },
|
||||
{ "stock": "宝信软件", "reason": "宝信软件罗泾宝之云园区作为阿里巴巴华东区的主要数据节点之一", "其他标签": "上游基建, 数据中心", "stock_code": "600845" },
|
||||
{ "stock": "工业富联", "reason": "阿里服务器供应商；阿里巴巴是公司的重要客户之一，也是公司的战略投资者", "其他标签": "上游基建, 服务器", "stock_code": "601138" },
|
||||
{ "stock": "三江购物", "reason": "阿里系持有公司总股本30%", "其他标签": "阿里参股", "stock_code": "601116" },
|
||||
{ "stock": "美年健康", "reason": "阿里系持有公司总股本10.04%", "其他标签": "阿里参股", "stock_code": "002044" }
|
||||
];
|
||||
|
||||
const tableBody = document.querySelector('.table tbody');
|
||||
stockData.forEach(stock => {
|
||||
const row = document.createElement('tr');
|
||||
row.className = 'hover:bg-primary/20';
|
||||
|
||||
const link = stock.stock_code ? `<a href="https://valuefrontier.cn/company?scode=${stock.stock_code}" target="_blank" class="link link-hover text-accent">${stock.stock_code}</a>` : 'N/A';
|
||||
|
||||
row.innerHTML = `
|
||||
<td class="font-bold text-white">${stock.stock}</td>
|
||||
<td>${link}</td>
|
||||
<td>${stock.reason}</td>
|
||||
<td><span class="badge badge-outline badge-secondary">${stock['其他标签']}</span></td>
|
||||
`;
|
||||
tableBody.appendChild(row);
|
||||
});
|
||||
|
||||
// Mobile menu toggle
|
||||
function toggleMobileMenu() {
|
||||
const menu = document.getElementById('mobileMenu');
|
||||
menu.classList.toggle('hidden');
|
||||
}
|
||||
</script>
|
||||
|
||||
// Resize charts on window resize
|
||||
window.addEventListener('resize', function() {
|
||||
performanceChart.resize();
|
||||
});
|
||||
});
|
||||
</script>
|
||||
|
||||
</body>
|
||||
</html>
|
||||
</html>
|
||||
Reference in New Issue
Block a user