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public/htmls/AI合集.html
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<!DOCTYPE html>
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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>AI合集 - 深度投研报告</title>
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<script src="https://cdn.tailwindcss.com"></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 defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<link rel="preconnect" href="https://fonts.googleapis.com">
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<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=Space+Grotesk:wght@400;500;700&display=swap" rel="stylesheet">
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<style>
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:root {
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--glow-color-1: rgba(0, 194, 255, 0.6);
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--glow-color-2: rgba(255, 77, 203, 0.6);
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}
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body {
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font-family: 'Inter', sans-serif;
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background-color: #020010;
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overflow-x: hidden;
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color: #E0E0E0;
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}
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.space-bg {
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position: fixed;
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top: 0;
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left: 0;
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width: 100%;
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height: 100%;
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z-index: -1;
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background: radial-gradient(600px at 40% 30%, hsla(209, 98%, 55%, 0.15), transparent 40%),
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radial-gradient(500px at 60% 70%, hsla(303, 89%, 60%, 0.15), transparent 40%),
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#020010;
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animation: move-glow 20s linear infinite;
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}
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@keyframes move-glow {
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0% { background-position: 0% 50%, 50% 100%; }
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50% { background-position: 100% 50%, 0% 0%; }
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100% { background-position: 0% 50%, 50% 100%; }
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}
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.glass-card {
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background: rgba(10, 10, 30, 0.5);
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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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.glass-card:hover {
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border-color: rgba(0, 194, 255, 0.5);
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transform: translateY(-5px);
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box-shadow: 0 10px 30px rgba(0, 0, 0, 0.3), 0 0 20px var(--glow-color-1);
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}
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.title-font {
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font-family: 'Space Grotesk', sans-serif;
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}
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.glow-text {
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text-shadow: 0 0 5px var(--glow-color-1), 0 0 10px var(--glow-color-1);
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}
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.section-title::before {
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content: '';
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display: inline-block;
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width: 4px;
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height: 1.2em;
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background: var(--glow-color-1);
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margin-right: 0.75rem;
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border-radius: 2px;
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vertical-align: middle;
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box-shadow: 0 0 8px var(--glow-color-1);
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}
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::-webkit-scrollbar { width: 6px; }
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::-webkit-scrollbar-track { background: transparent; }
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::-webkit-scrollbar-thumb { background: rgba(255, 255, 255, 0.2); border-radius: 3px; }
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::-webkit-scrollbar-thumb:hover { background: rgba(0, 194, 255, 0.6); }
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.bento-grid {
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display: grid;
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gap: 1rem;
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grid-template-columns: repeat(12, 1fr);
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}
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.bento-item {
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grid-column: span 12;
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}
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@media (min-width: 1024px) {
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.bento-item-main { grid-column: span 8; grid-row: span 2; }
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.bento-item-side-1 { grid-column: span 4; }
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.bento-item-side-2 { grid-column: span 4; }
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.bento-item-chart { grid-column: span 8; }
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.bento-item-full { grid-column: span 12; }
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}
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.table th, .table td {
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border-color: rgba(255, 255, 255, 0.1) !important;
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white-space: normal; /* Allow text wrapping */
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word-break: break-word; /* Break long words */
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}
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.table tbody tr:hover {
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background-color: rgba(0, 194, 255, 0.1);
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box-shadow: inset 0 0 10px rgba(0, 194, 255, 0.2);
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}
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</style>
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</head>
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<body class="min-h-screen">
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<div class="space-bg"></div>
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<div class="container mx-auto p-4 md:p-8">
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<header class="text-center mb-12">
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<h1 class="title-font text-5xl md:text-7xl font-bold glow-text mb-4">AI合集</h1>
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<p class="text-lg text-gray-400 max-w-3xl mx-auto">一个由基础设施、大模型、平台工具和垂直应用构成的庞大、相互关联的产业集群。</p>
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<p class="text-xs text-gray-500 mt-4">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 呈现 | 本报告为AI合成数据，投资需谨慎。</p>
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</header>
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<main class="space-y-12">
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<!-- Insight Section -->
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<section id="insight">
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<h2 class="section-title title-font text-3xl font-bold mb-6">概念洞察 (Concept Insight)</h2>
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<div class="bento-grid">
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<div class="bento-item bento-item-main glass-card rounded-3xl p-6">
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<h3 class="title-font text-xl font-bold mb-4 text-cyan-300">核心逻辑与市场认知分析</h3>
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<div class="prose prose-invert prose-sm max-w-none text-gray-300">
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<p>“AI合集”概念标志着AI产业已进入“基础设施建设”与“应用场景探索”双轮驱动的爆发阶段。其核心驱动力源于大模型技术迭代所催生的海量算力需求和对生产力变革的巨大预期。</p>
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<p><strong>核心驱动力 (正向飞轮效应):</strong></p>
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<ol>
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<li><strong>技术突破 (大模型):</strong> 以DeepSeek、Qwen3为代表的国产大模型持续迭代，是产业浪潮的“发动机”。</li>
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<li><strong>需求激增 (算力):</strong> 新闻中“DeepSeek算力告急”及算力板块高达三位数的业绩增速，雄辩地证明了算力需求的井喷。</li>
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<li><strong>基建先行 (AIDC):</strong> 算力需要物理载体AI数据中心，从巨头布局到产业链涨价潮，逻辑清晰。</li>
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<li><strong>应用落地 (百行千业):</strong> 强大的模型和算力最终赋能应用，如SES AI将电池研发周期从10年缩短至1年，展示了AI作为生产力工具的巨大潜力。</li>
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</ol>
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<p><strong>市场热度与情绪:</strong></p>
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<p>市场热度极高，情绪整体乐观但存在结构性分化。对<span class="badge badge-info badge-outline">基础设施层</span>情绪极为乐观，接近“共识”；对<span class="badge badge-warning badge-outline">大模型层</span>充满期待；对<span class="badge badge-accent badge-outline">应用层</span>热度广泛但分散，乐观中夹杂着对商业化落地速度的观望。</p>
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<p><strong>预期差分析:</strong></p>
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<ul>
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<li><strong>叙事与现实的差距:</strong> 市场可能高估了AI应用短期内大规模变现的速度，路演揭示了商业化面临报销壁垒、监管审批等具体挑战。</li>
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<li><strong>被忽略的关键基础设施:</strong> 市场对GPU关注度高，但可能忽略了AIDC中同样关键的<span class="font-bold text-amber-300">变压器</span>（需求增4-5倍）和备用电源等环节。</li>
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<li><strong>AI能力的“纯度”与深度:</strong> 市场可能未能充分区分“AI+”模式（辅助工具）与AI原生公司（如SES AI，数据闭环构建核心壁垒）的价值差异。</li>
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</ul>
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</div>
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</div>
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<div class="bento-item bento-item-side-1 glass-card rounded-3xl p-6">
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<h3 class="title-font text-xl font-bold mb-4 text-cyan-300">关键催化剂</h3>
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<div class="prose prose-invert prose-sm max-w-none text-gray-300">
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<p class="font-semibold">近期 (3-6个月):</p>
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<ul>
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<li><strong>国产大模型发布:</strong> Qwen3、DeepSeek新模型发布及性能评测。</li>
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<li><strong>AI应用标杆出现:</strong> 阿里“四小龙”接入Qwen3后的商业化效果。</li>
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<li><strong>中报业绩验证:</strong> 算力板块正式中报验证行业景气度。</li>
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<li><strong>巨头合作深化:</strong> 微软、华为等在AI Agent方面的重大发布。</li>
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</ul>
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<p class="font-semibold mt-4">长期发展路径:</p>
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<ol>
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<li><strong>当前-2025:</strong> 基础设施建设高峰。</li>
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<li><strong>2025-2026:</strong> 平台化与垂直行业渗透期。</li>
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<li><strong>2027+:</strong> AI智能体(Agent)普及期。</li>
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</ol>
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</div>
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</div>
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<div class="bento-item bento-item-side-2 glass-card rounded-3xl p-6">
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<h3 class="title-font text-xl font-bold mb-4 text-fuchsia-300">潜在风险与挑战</h3>
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<div class="prose prose-invert prose-sm max-w-none text-gray-300">
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<p><strong>技术风险:</strong></p>
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<ul>
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<li>大模型性能瓶颈。</li>
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<li>AI安全与“幻觉”问题。</li>
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</ul>
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<p class="font-semibold mt-4">商业化风险:</p>
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<ul>
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<li>高昂的算力成本。</li>
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<li>应用价值模糊与同质化竞争。</li>
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</ul>
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<p class="font-semibold mt-4">政策与竞争风险:</p>
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<ul>
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<li>监管不确定性（数据隐私、算法伦理）。</li>
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<li>巨头“模型+应用”一体化方案的降维打击。</li>
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</ul>
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</div>
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</div>
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<div class="bento-item bento-item-chart glass-card rounded-3xl p-6 flex flex-col lg:flex-row items-center gap-4">
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<div class="flex-grow w-full h-64 lg:h-full" id="insightChart"></div>
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<div class="flex-shrink-0 lg:w-1/3 prose prose-invert prose-sm">
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<h3 class="title-font text-xl font-bold text-cyan-300">投资价值剖析</h3>
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<p>“AI合集”概念正处关键转折点。基础设施层已进入由强劲需求驱动的基本面牛市，而应用层则处于“去伪存真”的过渡阶段。</p>
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<p class="font-bold">最具价值细分环节:</p>
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<ul>
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<li><strong>AI基础设施“卖水人”:</strong> 确定性最高，关注电力配套、散热等被忽略环节。</li>
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<li><strong>拥有专有数据的垂直方案商:</strong> 如SES AI，构建数据和知识壁垒，护城河最深。</li>
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<li><strong>平台级工具软件商:</strong> 如金山办公，用户基础庞大，商业化落地能力最强。</li>
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</ul>
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</div>
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</div>
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</div>
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</section>
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<!-- Evidence Section -->
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<section id="evidence" x-data="{ tab: 'news' }">
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<h2 class="section-title title-font text-3xl font-bold mb-6">核心信息源 (Core Data Sources)</h2>
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<div class="tabs tabs-boxed bg-black/30 backdrop-blur-sm border border-white/10 mb-6">
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'news' }" @click="tab = 'news'">新闻数据</a>
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'roadshows' }" @click="tab = 'roadshows'">路演纪要</a>
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'reports' }" @click="tab = 'reports'">研报精粹</a>
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</div>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
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<!-- News -->
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<template x-if="tab === 'news'">
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<div class="space-y-6 md:col-span-2 lg:col-span-3">
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<article class="glass-card rounded-3xl p-6">
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<h4 class="font-bold text-lg mb-2 text-amber-300">算力板块预告合集 (2025-07-14)</h4>
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<div class="prose prose-invert prose-sm max-w-none text-gray-300">
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<p>民生电子发布，强力印证基础设施层景气度。建议把握中报季红利，继续重视算力板块优质公司的机会。</p>
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<blockquote>部分公司Q2业绩预告中值：<br>
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- 归母 yoy+158%, qoq+52%<br>
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- 归母 yoy+60%, qoq+53%<br>
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- 归母 <strong>yoy+356%</strong>, qoq+51%<br>
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- 归母 yoy+55%, qoq+196%
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</blockquote>
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<p class="text-xs text-red-400">❗风险提示：算力需求波动、国际贸易摩擦。</p>
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</div>
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</article>
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<article class="glass-card rounded-3xl p-6">
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<h4 class="font-bold text-lg mb-2 text-cyan-300">Qwen3模型合集 (2025-04-28)</h4>
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<div class="prose prose-invert prose-sm max-w-none text-gray-300">
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<p>阿里通义千问Qwen3模型即将发布，市场期盼已久。预示大模型正加速向实际应用转化。</p>
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<blockquote>#Qwen团队想打造一个真正意义上的智能体<br>
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#Qwen3支持思考模式和非思考模式的融合<br>
|
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#阿里产品四小龙（1688、夸克、闲鱼、钉钉）已接上Qwen3
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||||
</blockquote>
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||||
<p>总结看，重视AI板块的持续催化，预计后续DeepSeek也或将迎来新模型发布。</p>
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||||
</div>
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||||
</article>
|
||||
<article class="glass-card rounded-3xl p-6">
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||||
<h4 class="font-bold text-lg mb-2 text-fuchsia-300">AIDC系列研究报告合集 (开源通信)</h4>
|
||||
<div class="prose prose-invert prose-sm max-w-none text-gray-300">
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||||
<p>清晰描绘了从巨头布局到AIDC需求爆发，再到产业链受益的主线。</p>
|
||||
<blockquote>2025.02.09: "DeepSeek算力告急，AI巨头资本开支仍高企，AI算力及运营商或迎戴维斯双击"</blockquote>
|
||||
<p><strong>关键信息点：</strong></p>
|
||||
<ul>
|
||||
<li><strong>三变科技:</strong> AIDC所需变压器数量是中型IDC的4-5倍，公司主变进入马斯克xAI超算中心。</li>
|
||||
<li><strong>数据港:</strong> 2024年上半年，AIDC业务斩获AI头部客户。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</article>
|
||||
</div>
|
||||
</template>
|
||||
<!-- Roadshows -->
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||||
<template x-if="tab === 'roadshows'">
|
||||
<div class="space-y-6 md:col-span-2 lg:col-span-3">
|
||||
<article class="glass-card rounded-3xl p-6">
|
||||
<h4 class="font-bold text-lg mb-2 text-green-300">SES AI (usSES) - AI重塑电池行业</h4>
|
||||
<div class="prose prose-invert prose-sm max-w-none text-gray-300">
|
||||
<p>SES AI将AI深度整合到锂金属电池的研发、制造和安全管理全流程，构建了名为<span class="font-bold">Avatar AI</span>的系统。</p>
|
||||
<blockquote>
|
||||
<strong>AI for Science:</strong> 联合高校构建“分子宇宙计划”，利用AI分子生成，目标将材料研发周期从<span class="text-red-400">10年缩短至1年</span>。
|
||||
<br>
|
||||
<strong>AI for Safety:</strong> 利用LLM分析电芯数据，故障预测准确率达100%，提前10-30个循环预警。
|
||||
</blockquote>
|
||||
<p><strong>核心壁垒:</strong> 不依赖开源模型，核心优势在于<span class="text-amber-300">专有数据库</span>和闭环验证。商业模式为订阅+专利授权。</p>
|
||||
</div>
|
||||
</article>
|
||||
<article class="glass-card rounded-3xl p-6">
|
||||
<h4 class="font-bold text-lg mb-2 text-sky-300">SoundHound AI (SOUN) - 生成式语音交互</h4>
|
||||
<div class="prose prose-invert prose-sm max-w-none text-gray-300">
|
||||
<p>定位为“超越人类能力的语音交互平台”，2024年结合生成式AI，推动客服、车载交互等场景智能化。</p>
|
||||
<blockquote><strong>SoundHound Chat AI:</strong> 成为首个在量产车中部署生成式AI的解决方案，支持多模型无缝切换，减少幻觉问题。</blockquote>
|
||||
<p><strong>竞争优势:</strong> 复杂多轮对话处理能力优于主流语音助手，快速整合多模型抢占先机。面临OpenAI、Google等巨头竞争。</p>
|
||||
</div>
|
||||
</article>
|
||||
<article class="glass-card rounded-3xl p-6">
|
||||
<h4 class="font-bold text-lg mb-2 text-purple-300">BullFrog AI (BFRG) & Tempus AI (TEM) - AI赋能精准医疗</h4>
|
||||
<div class="prose prose-invert prose-sm max-w-none text-gray-300">
|
||||
<p><strong>BullFrog AI:</strong></p>
|
||||
<blockquote><strong>bfLEAP平台:</strong> 基于图分析的AI平台，通过关联AI与因果AI，将靶点发现周期从“数年”缩短至“数月”。</blockquote>
|
||||
<p><strong>Tempus AI:</strong></p>
|
||||
<blockquote><strong>数据与服务:</strong> Insights(数据授权)业务激增86.6%，将收购的Ambry数据接入Tempus AI平台，构建数据生态。</blockquote>
|
||||
<p class="text-xs text-red-400">❗共同挑战：面临FDA对AI辅助药物开发的接受度、算法商业化的报销壁垒等监管与商业化挑战。</p>
|
||||
</div>
|
||||
</article>
|
||||
</div>
|
||||
</template>
|
||||
<!-- Reports -->
|
||||
<template x-if="tab === 'reports'">
|
||||
<div class="space-y-6 md:col-span-2 lg:col-span-3">
|
||||
<article class="glass-card rounded-3xl p-6">
|
||||
<h4 class="font-bold text-lg mb-2 text-lime-300">联想集团 - AI产品及方案总结</h4>
|
||||
<div class="prose prose-invert prose-sm max-w-none text-gray-300">
|
||||
<p>联想展示了完整的“AI合集”战略，从硬件到软件，再到生态合作。</p>
|
||||
<blockquote>
|
||||
与英伟达合作推出<span class="font-bold">"混合式AI全面优势集"(Hybrid AI Advantage)</span>，包含新的联想AI Library（人工智能模板的全面存储库）。
|
||||
</blockquote>
|
||||
<p><strong>核心布局:</strong></p>
|
||||
<ul>
|
||||
<li><strong>AI Now 个人智能体:</strong> 基于Meta Llama 3.1构建，实现本地与个人知识库交互。</li>
|
||||
<li><strong>AI服务器产品:</strong> 推出搭载Blackwell GPU的新一代ThinkSystem服务器。</li>
|
||||
<li><strong>"一体多端"战略:</strong> 一个AI智能体（天禧）服务多种设备，构筑生态竞争力。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</article>
|
||||
<article class="glass-card rounded-3xl p-6">
|
||||
<h4 class="font-bold text-lg mb-2 text-rose-300">微盟 & 通信云行业 - AI产品矩阵化</h4>
|
||||
<div class="prose prose-invert prose-sm max-w-none text-gray-300">
|
||||
<p>应用层厂商通过集成多模型、提供工具套件的方式构建自己的AI能力集合。</p>
|
||||
<blockquote><strong>微盟:</strong> AI产品矩阵布局：微盟WAI已接入包括DeepSeek、腾讯混元等10余家大模型平台，并面向电商和零售等行业布局<span class="font-bold">15大AI Agent产品矩阵</span>。</blockquote>
|
||||
<blockquote><strong>通信云行业:</strong> 开放第三方大模型接口、封装AI调用逻辑提供低代码智能体创建工具成为<span class="font-bold">基础套件</span>。</blockquote>
|
||||
</div>
|
||||
</article>
|
||||
<article class="glass-card rounded-3xl p-6">
|
||||
<h4 class="font-bold text-lg mb-2 text-indigo-300">《AI大模型与异构算力融合技术白皮书》精要</h4>
|
||||
<div class="prose prose-invert prose-sm max-w-none text-gray-300">
|
||||
<p>描述了支撑AI大模型运行的技术集合与生态。</p>
|
||||
<ul>
|
||||
<li><strong>异构算力:</strong> 集成CPU、GPU、FPGA、ASIC等不同架构，优化性能与能效。</li>
|
||||
<li><strong>智算中心架构:</strong> 采用"一云多芯"架构。</li>
|
||||
<li><strong>开发者生态:</strong> 强调开源社区（算泥、昇腾）、培训认证、大赛激励的重要性。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</article>
|
||||
</div>
|
||||
</template>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Stocks Section -->
|
||||
<section id="stocks">
|
||||
<h2 class="section-title title-font text-3xl font-bold mb-6">核心关联标的 (Associated Stocks)</h2>
|
||||
<div class="overflow-x-auto glass-card rounded-3xl p-1">
|
||||
<table class="table table-sm md:table-md">
|
||||
<thead class="bg-white/5">
|
||||
<tr class="title-font text-white">
|
||||
<th>股票名称</th>
|
||||
<th>核心逻辑</th>
|
||||
<th>相关标签</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<!-- AI应用 - 终端 -->
|
||||
<tr class="bg-black/10"><td colspan="3" class="font-bold text-cyan-300">AI应用 - 终端硬件</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=603296" target="_blank" class="link link-hover">华勤技术 (603296)</a></td><td>AI PC</td><td><div class="badge badge-accent badge-outline">AI应用</div> <div class="badge badge-ghost">AI PC</div></td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=002045" target="_blank" class="link link-hover">国光电器 (002045)</a></td><td>AI眼镜/耳机/音箱</td><td><div class="badge badge-accent badge-outline">AI应用</div> <div class="badge badge-ghost">AI可穿戴</div></td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=002862" target="_blank" class="link link-hover">实丰文化 (002862)</a></td><td>AI玩具</td><td><div class="badge badge-accent badge-outline">AI应用</div> <div class="badge badge-ghost">AI玩具</div></td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=300459" target="_blank" class="link link-hover">汤姆猫 (300459)</a></td><td>AI玩具, AI陪伴</td><td><div class="badge badge-accent badge-outline">AI应用</div> <div class="badge badge-ghost">AI玩具</div></td></tr>
|
||||
|
||||
<!-- AI应用 - 软件与服务 -->
|
||||
<tr class="bg-black/10"><td colspan="3" class="font-bold text-cyan-300">AI应用 - 软件与服务</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=688111" target="_blank" class="link link-hover">金山办公 (688111)</a></td><td>AI办公, 接入Minimax模型</td><td><div class="badge badge-accent badge-outline">AI应用</div> <div class="badge badge-ghost">AI办公</div> <div class="badge badge-ghost">Minimax</div></td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=300624" target="_blank" class="link link-hover">万兴科技 (300624)</a></td><td>AI办公/视频/制图/设计, 自研, 接入Minimax模型</td><td><div class="badge badge-accent badge-outline">AI应用</div> <div class="badge badge-ghost">AI工具矩阵</div> <div class="badge badge-ghost">自研</div></td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=300010" target="_blank" class="link link-hover">豆神教育 (300010)</a></td><td>AI教育, 与智谱AI合资/参股</td><td><div class="badge badge-accent badge-outline">AI应用</div> <div class="badge badge-ghost">AI教育</div> <div class="badge badge-warning">智谱AI</div></td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=300253" target="_blank" class="link link-hover">卫宁健康 (300253)</a></td><td>AI医疗, AI大模型, 接入Minimax模型</td><td><div class="badge badge-accent badge-outline">AI应用</div> <div class="badge badge-ghost">AI医疗</div></td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=301230" target="_blank" class="link link-hover">泓博医药 (301230)</a></td><td>AI医药</td><td><div class="badge badge-accent badge-outline">AI应用</div> <div class="badge badge-ghost">AI医药</div></td></tr>
|
||||
|
||||
<!-- AI大模型 -->
|
||||
<tr class="bg-black/10"><td colspan="3" class="font-bold text-amber-300">AI算法与大模型</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=300418" target="_blank" class="link link-hover">昆仑万维 (300418)</a></td><td>AI大模型(天工), AI搜索引擎/短剧, 自研</td><td><div class="badge badge-warning badge-outline">AI大模型</div> <div class="badge badge-ghost">自研</div></td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=002230" target="_blank" class="link link-hover">科大讯飞 (002230)</a></td><td>AI大模型(星火), AI教育</td><td><div class="badge badge-warning badge-outline">AI大模型</div> <div class="badge badge-ghost">AI教育</div></td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=601360" target="_blank" class="link link-hover">三六零 (601360)</a></td><td>AI大模型, AI搜索引擎</td><td><div class="badge badge-warning badge-outline">AI大模型</div></td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=000917" target="_blank" class="link link-hover">电广传媒 (000917)</a></td><td>核心(参股)智谱AI</td><td><div class="badge badge-warning badge-outline">智谱AI</div> <div class="badge badge-info">核心参股</div></td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=002229" target="_blank" class="link link-hover">鸿博股份 (002229)</a></td><td>Minimax概念</td><td><div class="badge badge-warning badge-outline">Minimax</div></td></tr>
|
||||
|
||||
<!-- AI基础设施与生态 -->
|
||||
<tr class="bg-black/10"><td colspan="3" class="font-bold text-fuchsia-300">AI基础设施与生态合作</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=300846" target="_blank" class="link link-hover">首都在线 (300846)</a></td><td>为智谱AI提供算力</td><td><div class="badge badge-info badge-outline">算力</div> <div class="badge badge-warning">智谱AI</div></td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=300840" target="_blank" class="link link-hover">酷特智能 (300840)</a></td><td>与华为联合打造智能体集群，酷特AI Agent</td><td><div class="badge badge-info badge-outline">AI Agent</div> <div class="badge badge-error">华为</div></td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=300170" target="_blank" class="link link-hover">汉得信息 (300170)</a></td><td>与字节跳动旗下火山引擎的合作积极探索AI智能体的应用</td><td><div class="badge badge-info badge-outline">AI Agent</div> <div class="badge badge-success">字节</div></td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=002398" target="_blank" class="link link-hover">垒知集团 (002398)</a></td><td>全资子集团整合微软OpenAI完整的AI解决方案</td><td><div class="badge badge-info badge-outline">AI解决方案</div> <div class="badge badge-primary">微软</div></td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=688031" target="_blank" class="link link-hover">星环科技 (688031)</a></td><td>数据中台服务商（数据中台是Agent的核心数据引擎）</td><td><div class="badge badge-info badge-outline">数据中台</div></td></tr>
|
||||
|
||||
<!-- 涨幅分析补充 -->
|
||||
<tr class="bg-black/10"><td colspan="3" class="font-bold text-green-300">涨幅异动分析 (AI相关)</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=002837" target="_blank" class="link link-hover">英维克 (002837)</a></td><td>AI液冷全链条龙头，符合谷歌标准，中标中国移动集采</td><td><div class="badge badge-success badge-outline">AI算力散热</div> <div class="badge badge-ghost">谷歌概念</div></td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=688249" target="_blank" class="link link-hover">晶合集成 (688249)</a></td><td>研报引爆“长鑫产业链合作”新叙事，有望承接DRAM逻辑代工</td><td><div class="badge badge-success badge-outline">晶圆代工</div> <div class="badge badge-ghost">国产替代</div></td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=603929" target="_blank" class="link link-hover">亚翔集成 (603929)</a></td><td>半导体上游高端洁净室，受益于晶合集成、长鑫存储等客户扩产</td><td><div class="badge badge-success badge-outline">半导体基建</div></td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=301205" target="_blank" class="link link-hover">联特科技 (301205)</a></td><td>面向AI的1.6T/800G光模块，受益于算力基础设施投资预期</td><td><div class="badge badge-success badge-outline">光模块</div> <div class="badge badge-ghost">CPO</div></td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=601689" target="_blank" class="link link-hover">拓普集团 (601689)</a></td><td>深度绑定特斯拉，从汽车零部件延伸至人形机器人核心部件</td><td><div class="badge badge-success badge-outline">人形机器人</div> <div class="badge badge-ghost">具身智能</div></td></tr>
|
||||
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</section>
|
||||
</main>
|
||||
</div>
|
||||
|
||||
<script>
|
||||
document.addEventListener('DOMContentLoaded', function () {
|
||||
var chartDom = document.getElementById('insightChart');
|
||||
var myChart = echarts.init(chartDom, 'dark');
|
||||
var option;
|
||||
|
||||
option = {
|
||||
backgroundColor: 'transparent',
|
||||
title: {
|
||||
text: 'AI合集概念维度分析',
|
||||
left: 'center',
|
||||
textStyle: {
|
||||
color: '#E0E0E0',
|
||||
fontFamily: 'Space Grotesk'
|
||||
}
|
||||
},
|
||||
tooltip: {
|
||||
trigger: 'item'
|
||||
},
|
||||
legend: {
|
||||
bottom: 5,
|
||||
data: ['当前状态'],
|
||||
textStyle: {
|
||||
color: '#B0B0B0'
|
||||
}
|
||||
},
|
||||
radar: {
|
||||
indicator: [
|
||||
{ name: '基础设施层强度', max: 100 },
|
||||
{ name: '应用层潜力', max: 100 },
|
||||
{ name: '市场热度', max: 100 },
|
||||
{ name: '商业化进程', max: 100 },
|
||||
{ name: '技术/政策风险', max: 100 }
|
||||
],
|
||||
shape: 'circle',
|
||||
splitNumber: 5,
|
||||
axisName: {
|
||||
color: 'rgb(200, 200, 200)'
|
||||
},
|
||||
splitLine: {
|
||||
lineStyle: {
|
||||
color: [
|
||||
'rgba(238, 197, 102, 0.1)', 'rgba(238, 197, 102, 0.2)',
|
||||
'rgba(238, 197, 102, 0.4)', 'rgba(238, 197, 102, 0.6)',
|
||||
'rgba(238, 197, 102, 0.8)', 'rgba(238, 197, 102, 1)'
|
||||
].reverse()
|
||||
}
|
||||
},
|
||||
splitArea: {
|
||||
show: false
|
||||
},
|
||||
axisLine: {
|
||||
lineStyle: {
|
||||
color: 'rgba(238, 197, 102, 0.5)'
|
||||
}
|
||||
}
|
||||
},
|
||||
series: [
|
||||
{
|
||||
name: 'AI合集概念评估',
|
||||
type: 'radar',
|
||||
data: [
|
||||
{
|
||||
value: [95, 85, 90, 60, 50],
|
||||
name: '当前状态',
|
||||
itemStyle: {
|
||||
color: 'rgba(0, 194, 255, 0.8)'
|
||||
},
|
||||
lineStyle: {
|
||||
color: 'rgba(0, 194, 255, 1)',
|
||||
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|
||||
},
|
||||
areaStyle: {
|
||||
color: new echarts.graphic.RadialGradient(0.5, 0.5, 0.8, [
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||||
{ offset: 0, color: 'rgba(0, 194, 255, 0.1)' },
|
||||
{ offset: 1, color: 'rgba(0, 194, 255, 0.6)' }
|
||||
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|
||||
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|
||||
}
|
||||
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|
||||
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|
||||
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|
||||
};
|
||||
|
||||
option && myChart.setOption(option);
|
||||
window.addEventListener('resize', () => myChart.resize());
|
||||
});
|
||||
</script>
|
||||
|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user