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public/htmls/英伟达2025技术战略.html
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public/htmls/英伟达2025技术战略.html
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<!DOCTYPE html>
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<html lang="zh-CN">
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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, shrink-to-fit=no">
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<title>英伟达2025技术战略分析报告</title>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&family=Noto+Sans+SC:wght@400;500;700&display=swap" rel="stylesheet" />
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
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<script src="https://cdnjs.cloudflare.com/ajax/libs/vanta/0.5.24/vanta.waves.min.js"></script>
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<script src="https://cdnjs.cloudflare.com/ajax/libs/three.js/r134/three.min.js"></script>
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<style>
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body {
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font-family: 'Noto Sans SC', 'Inter', sans-serif;
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background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
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min-height: 100vh;
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}
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.card-bg {
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background: rgba(30, 41, 59, 0.7);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(148, 163, 184, 0.1);
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}
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.gradient-text {
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background: linear-gradient(135deg, #3b82f6 0%, #8b5cf6 100%);
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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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.table-container {
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overflow-x: auto;
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}
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@media (max-width: 768px) {
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.table-container {
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font-size: 0.75rem;
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}
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}
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#particles-js {
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position: fixed;
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width: 100%;
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height: 100%;
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top: 0;
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left: 0;
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z-index: -1;
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}
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</style>
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</head>
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<body class="text-gray-100">
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">英伟达2025技术战略分析</h1>
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<p class="text-xl text-gray-300">AI工厂与全栈AI基础设施生态构建</p>
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</div>
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<!-- 概念事件部分 -->
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<div class="card-bg rounded-xl p-6 mb-8 shadow-2xl">
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<h2 class="text-2xl font-bold mb-4 text-blue-400">概念事件</h2>
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<div class="space-y-4">
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<p class="text-gray-300 leading-relaxed">
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<strong>背景与催化事件</strong><br>
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2025年，英伟达技术战略围绕<strong>"AI工厂"</strong>（AI Factory）展开，核心是通过<strong>Blackwell Ultra GPU</strong>（GB300/B300）、<strong>Jetson Thor机器人芯片</strong>、<strong>CPO硅光交换机</strong>及<strong>物理AI世界模型Cosmos</strong>构建全栈AI基础设施。
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</p>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4 mt-6">
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<div class="bg-slate-800/50 rounded-lg p-4">
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<h3 class="text-lg font-semibold mb-2 text-purple-400">关键时间轴</h3>
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<ul class="space-y-2 text-sm">
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<li class="flex items-start">
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<span class="text-blue-400 mr-2">•</span>
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<span><strong>2025年3月</strong>：GTC 2025发布Blackwell Ultra（288GB HBM3e，15PFLOPS算力），推出CPO交换机（2025Q3量产）</span>
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</li>
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<li class="flex items-start">
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<span class="text-blue-400 mr-2">•</span>
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<span><strong>2025年5月</strong>：ComputeX 2025宣布NVLink Fusion（支持ASIC与GPU混合部署），DGX个人超算（1PFLOPS桌面级）</span>
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</li>
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<li class="flex items-start">
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<span class="text-blue-400 mr-2">•</span>
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<span><strong>2025年6月</strong>：H20芯片因美国禁令被禁售，损失<strong>55亿美元</strong>营收，倒逼技术路线调整</span>
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</li>
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<li class="flex items-start">
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<span class="text-blue-400 mr-2">•</span>
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<span><strong>2025年7月</strong>：GB300服务器量产（鸿海代工，月产能2000-2500台），液冷渗透率超30%</span>
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</li>
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</ul>
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</div>
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<div class="bg-gradient-to-br from-blue-900/30 to-purple-900/30 rounded-lg p-4">
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<h3 class="text-lg font-semibold mb-2 text-green-400">核心观点摘要</h3>
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<ul class="space-y-2 text-sm">
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<li class="flex items-start">
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<span class="text-green-400 mr-2">✓</span>
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<span><strong>阶段判断</strong>：英伟达已从"芯片供应商"升级为"AI基础设施生态构建者"，技术战略进入<strong>商业化落地加速期</strong></span>
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</li>
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<li class="flex items-start">
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<span class="text-green-400 mr-2">✓</span>
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<span><strong>核心驱动力</strong>：<strong>算力垄断</strong>（H100→H200→B100序列）+ <strong>CUDA生态壁垒</strong>（300万开发者）+ <strong>模块式出货</strong>（绑定云厂商）</span>
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</li>
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<li class="flex items-start">
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<span class="text-green-400 mr-2">✓</span>
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<span><strong>未来潜力</strong>：2026年全球AI CapEx预计达<strong>4800亿美元</strong>（UBS），英伟达市占率维持85%+，营收或突破<strong>2000亿美元</strong></span>
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</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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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="card-bg rounded-xl p-6 mb-8 shadow-2xl">
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<h2 class="text-2xl font-bold mb-4 text-blue-400">核心逻辑与市场认知分析</h2>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-6">
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<div>
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<h3 class="text-xl font-semibold mb-3 text-purple-400">核心驱动力</h3>
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<div class="space-y-3">
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<div class="bg-slate-800/50 rounded-lg p-4">
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<h4 class="font-semibold mb-2 text-blue-300">技术断层优势</h4>
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<p class="text-sm text-gray-300">Blackwell Ultra推理性能较H100提升<strong>25倍</strong>，成本降低<strong>20倍</strong>（路演数据），形成代际碾压</p>
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</div>
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<div class="bg-slate-800/50 rounded-lg p-4">
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<h4 class="font-semibold mb-2 text-blue-300">生态闭环</h4>
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<p class="text-sm text-gray-300">CUDA框架绑定开发者，<strong>90%</strong>的AI框架（PyTorch/TensorFlow）优先优化英伟达硬件（路演提及）</p>
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</div>
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<div class="bg-slate-800/50 rounded-lg p-4">
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<h4 class="font-semibold mb-2 text-blue-300">需求爆发</h4>
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<p class="text-sm text-gray-300">推理算力需求因"测试时扩展"增长<strong>100倍</strong>（电话会），主权AI（日本740万美元投资）和机器人（Jetson Thor量产）成新引擎</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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<h3 class="text-xl font-semibold mb-3 text-purple-400">市场热度与预期差</h3>
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<div class="space-y-3">
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<div class="bg-gradient-to-br from-green-900/30 to-teal-900/30 rounded-lg p-4">
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<h4 class="font-semibold mb-2 text-green-300">研报密度</h4>
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<p class="text-sm text-gray-300">2025年3-7月，中金、国君、国海等机构发布<strong>15篇</strong>深度报告，一致看好"AI工厂"逻辑</p>
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</div>
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<div class="bg-gradient-to-br from-yellow-900/30 to-orange-900/30 rounded-lg p-4">
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<h4 class="font-semibold mb-2 text-yellow-300">情绪分歧</h4>
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<p class="text-sm text-gray-300">短期因H20禁令（损失55亿美元）担忧中国收入，长期认为技术领先性不可替代</p>
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</div>
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<div class="bg-gradient-to-br from-pink-900/30 to-purple-900/30 rounded-lg p-4">
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<h4 class="font-semibold mb-2 text-pink-300">预期差分析</h4>
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<p class="text-sm text-gray-300">NVLink Fusion允许第三方ASIC接入（联发科/高通已授权），<strong>将潜在竞争者转化为生态伙伴</strong>，降低被替代风险</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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<!-- 关键催化剂与未来发展路径 -->
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<div class="card-bg rounded-xl p-6 mb-8 shadow-2xl">
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<h2 class="text-2xl font-bold mb-4 text-blue-400">关键催化剂与未来发展路径</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-xl font-semibold mb-3 text-green-400">近期催化剂（3-6个月）</h3>
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<div class="space-y-3">
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<div class="border-l-4 border-green-500 pl-4">
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<h4 class="font-semibold mb-1">GB300量产</h4>
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<p class="text-sm text-gray-300">2025Q3鸿海交付首批3000台机柜，验证<strong>1.1ExaFLOPS</strong>单机柜算力</p>
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</div>
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<div class="border-l-4 border-blue-500 pl-4">
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<h4 class="font-semibold mb-1">CPO交换机落地</h4>
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<p class="text-sm text-gray-300">Meta部署Quantum-X CPO（14.4TB/s带宽），训练时间缩短<strong>25%</strong>（GTC数据）</p>
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</div>
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<div class="border-l-4 border-purple-500 pl-4">
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<h4 class="font-semibold mb-1">机器人场景突破</h4>
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<p class="text-sm text-gray-300">Jetson Thor在宝马工厂仓储物流落地（银河通用合作），抓取准确率<strong>90%+</strong>（路演数据）</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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<h3 class="text-xl font-semibold mb-3 text-purple-400">长期路径（2025-2027）</h3>
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<div class="space-y-3">
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<div class="bg-slate-800/50 rounded-lg p-3">
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<div class="flex items-center mb-2">
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<span class="bg-blue-500 text-white text-xs px-2 py-1 rounded mr-2">2025</span>
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<h4 class="font-semibold">半定制AI集群</h4>
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</div>
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<p class="text-sm text-gray-300">GB300+NVLink Fusion构建，市占率维持80%+</p>
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</div>
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<div class="bg-slate-800/50 rounded-lg p-3">
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<div class="flex items-center mb-2">
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<span class="bg-purple-500 text-white text-xs px-2 py-1 rounded mr-2">2026</span>
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<h4 class="font-semibold">Rubin GPU量产</h4>
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</div>
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<p class="text-sm text-gray-300">NVL144架构，FP4算力<strong>3.66倍</strong>于TPU V5，液冷渗透率超<strong>90%</strong></p>
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</div>
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<div class="bg-slate-800/50 rounded-lg p-3">
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<div class="flex items-center mb-2">
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<span class="bg-green-500 text-white text-xs px-2 py-1 rounded mr-2">2027</span>
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<h4 class="font-semibold">物理AI驱动</h4>
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</div>
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<p class="text-sm text-gray-300">Cosmos+Isaac GR00T驱动机器人收入占比达<strong>10%</strong>（当前<1%）</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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<!-- 产业链与核心公司深度剖析 -->
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<div class="card-bg rounded-xl p-6 mb-8 shadow-2xl">
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<h2 class="text-2xl font-bold mb-4 text-blue-400">产业链与核心公司深度剖析</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-3 text-purple-400">产业链图谱</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-gradient-to-br from-blue-900/30 to-cyan-900/30 rounded-lg p-4">
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<h4 class="font-semibold mb-2 text-blue-300">上游</h4>
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<ul class="text-sm space-y-1 text-gray-300">
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<li>• 台积电（CoWoS封装）</li>
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<li>• SK海力士（HBM3e）</li>
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<li>• 瑞可达（800G铜缆）</li>
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</ul>
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</div>
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<div class="bg-gradient-to-br from-purple-900/30 to-pink-900/30 rounded-lg p-4">
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<h4 class="font-semibold mb-2 text-purple-300">中游</h4>
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<ul class="text-sm space-y-1 text-gray-300">
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<li>• 鸿海（GB300代工）</li>
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<li>• 纬创（L10托盘）</li>
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<li>• 英维克（液冷）</li>
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</ul>
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</div>
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<div class="bg-gradient-to-br from-green-900/30 to-teal-900/30 rounded-lg p-4">
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<h4 class="font-semibold mb-2 text-green-300">下游</h4>
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<ul class="text-sm space-y-1 text-gray-300">
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<li>• 微软（10万颗JB300订单）</li>
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||||
<li>• Meta（CPO交换机）</li>
|
||||
<li>• 银河通用（机器人场景）</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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|
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<div>
|
||||
<h3 class="text-xl font-semibold mb-3 text-purple-400">核心玩家对比</h3>
|
||||
<div class="overflow-x-auto">
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||||
<table class="w-full text-sm">
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||||
<thead>
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<tr class="border-b border-gray-700">
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||||
<th class="text-left py-2 px-3 text-blue-300">公司</th>
|
||||
<th class="text-left py-2 px-3 text-blue-300">角色</th>
|
||||
<th class="text-left py-2 px-3 text-blue-300">竞争优势</th>
|
||||
<th class="text-left py-2 px-3 text-blue-300">风险</th>
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</tr>
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||||
</thead>
|
||||
<tbody>
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||||
<tr class="border-b border-gray-800">
|
||||
<td class="py-2 px-3 font-semibold">台积电</td>
|
||||
<td class="py-2 px-3">代工+封装</td>
|
||||
<td class="py-2 px-3">CoWoS产能垄断，良率75%+（2025目标）</td>
|
||||
<td class="py-2 px-3">产能不足导致交付延迟</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800">
|
||||
<td class="py-2 px-3 font-semibold">鸿海</td>
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||||
<td class="py-2 px-3">GB300代工</td>
|
||||
<td class="py-2 px-3">月产能3000台，绑定英伟达</td>
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||||
<td class="py-2 px-3">过度依赖单一客户</td>
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||||
</tr>
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||||
<tr class="border-b border-gray-800">
|
||||
<td class="py-2 px-3 font-semibold">瑞可达</td>
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||||
<td class="py-2 px-3">高速铜缆</td>
|
||||
<td class="py-2 px-3">800G产品切入GB300供应链</td>
|
||||
<td class="py-2 px-3">技术迭代被光模块替代</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-2 px-3 font-semibold">银河通用</td>
|
||||
<td class="py-2 px-3">机器人应用</td>
|
||||
<td class="py-2 px-3">90%合成数据训练，宝马工厂落地</td>
|
||||
<td class="py-2 px-3">商业化进度不及预期</td>
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||||
</tr>
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||||
</tbody>
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||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 潜在风险与挑战 -->
|
||||
<div class="card-bg rounded-xl p-6 mb-8 shadow-2xl">
|
||||
<h2 class="text-2xl font-bold mb-4 text-blue-400">潜在风险与挑战</h2>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||||
<div class="bg-red-900/20 border border-red-800/50 rounded-lg p-4">
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||||
<h3 class="font-semibold mb-2 text-red-400">技术风险</h3>
|
||||
<p class="text-sm text-gray-300">CoWoS封装良率若低于75%，GB300量产或推迟至2026年</p>
|
||||
</div>
|
||||
<div class="bg-orange-900/20 border border-orange-800/50 rounded-lg p-4">
|
||||
<h3 class="font-semibold mb-2 text-orange-400">商业化风险</h3>
|
||||
<p class="text-sm text-gray-300">GB300机柜售价<strong>300万美元</strong>（较AMD高40%），中小企业接受度待验证</p>
|
||||
</div>
|
||||
<div class="bg-yellow-900/20 border border-yellow-800/50 rounded-lg p-4">
|
||||
<h3 class="font-semibold mb-2 text-yellow-400">政策风险</h3>
|
||||
<p class="text-sm text-gray-300">美国或进一步限制HBM3e对华出口，影响中国市场份额</p>
|
||||
</div>
|
||||
<div class="bg-purple-900/20 border border-purple-800/50 rounded-lg p-4">
|
||||
<h3 class="font-semibold mb-2 text-purple-400">信息矛盾</h3>
|
||||
<p class="text-sm text-gray-300">路演称"中东订单占比15%"，但部分研报预测仅5%，需跟踪Q3财报验证</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 综合结论与投资启示 -->
|
||||
<div class="card-bg rounded-xl p-6 mb-8 shadow-2xl">
|
||||
<h2 class="text-2xl font-bold mb-4 text-blue-400">综合结论与投资启示</h2>
|
||||
|
||||
<div class="mb-4">
|
||||
<h3 class="text-xl font-semibold mb-3 text-green-400">阶段判断</h3>
|
||||
<div class="bg-gradient-to-r from-green-900/30 to-teal-900/30 rounded-lg p-4">
|
||||
<p class="text-gray-300">从主题炒作（2023-2024）进入<strong>基本面驱动阶段</strong>（2025-2026），技术落地与订单验证为核心</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mb-4">
|
||||
<h3 class="text-xl font-semibold mb-3 text-purple-400">投资方向</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="bg-slate-800/50 rounded-lg p-4">
|
||||
<h4 class="font-semibold mb-2 text-blue-300">最纯逻辑</h4>
|
||||
<p class="text-gray-300"><strong>台积电</strong>（CoWoS封装垄断）+ <strong>鸿海</strong>（GB300代工）</p>
|
||||
</div>
|
||||
<div class="bg-slate-800/50 rounded-lg p-4">
|
||||
<h4 class="font-semibold mb-2 text-purple-300">弹性标的</h4>
|
||||
<p class="text-gray-300"><strong>瑞可达</strong>（800G铜缆）、<strong>英维克</strong>（液冷渗透率提升）</p>
|
||||
</div>
|
||||
<div class="bg-slate-800/50 rounded-lg p-4">
|
||||
<h4 class="font-semibold mb-2 text-green-300">机器人场景</h4>
|
||||
<p class="text-gray-300"><strong>银河通用</strong>（具身智能稀缺性）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold mb-3 text-yellow-400">跟踪指标</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-3">
|
||||
<div class="bg-yellow-900/20 border border-yellow-800/50 rounded-lg p-3">
|
||||
<p class="text-sm text-gray-300"><strong>GB300出货量</strong><br>Q3财报需>5000台</p>
|
||||
</div>
|
||||
<div class="bg-cyan-900/20 border border-cyan-800/50 rounded-lg p-3">
|
||||
<p class="text-sm text-gray-300"><strong>液冷渗透率</strong><br>2025Q4需>50%</p>
|
||||
</div>
|
||||
<div class="bg-purple-900/20 border border-purple-800/50 rounded-lg p-3">
|
||||
<p class="text-sm text-gray-300"><strong>中东订单占比</strong><br>电话会披露需>10%</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mt-6 p-4 bg-gradient-to-r from-blue-900/30 to-purple-900/30 rounded-lg">
|
||||
<h3 class="text-lg font-semibold mb-2 text-center gradient-text">一句话总结</h3>
|
||||
<p class="text-center text-gray-300 italic">
|
||||
英伟达2025技术战略的本质是<strong>用生态垄断对抗政策风险</strong>，短期看GB300量产，长期看机器人与主权AI的第二曲线。
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 关联股票数据 -->
|
||||
<div class="card-bg rounded-xl p-6 shadow-2xl">
|
||||
<h2 class="text-2xl font-bold mb-6 text-blue-400">关联股票数据</h2>
|
||||
|
||||
<!-- 英伟达概念(250107) -->
|
||||
<div class="mb-8">
|
||||
<h3 class="text-xl font-semibold mb-4 text-purple-400">英伟达概念(250107)</h3>
|
||||
<div class="table-container">
|
||||
<table class="w-full text-sm">
|
||||
<thead>
|
||||
<tr class="border-b border-gray-700">
|
||||
<th class="text-left py-3 px-4 text-blue-300">股票名称</th>
|
||||
<th class="text-left py-3 px-4 text-blue-300">分类</th>
|
||||
<th class="text-left py-3 px-4 text-blue-300">相关性</th>
|
||||
<th class="text-left py-3 px-4 text-blue-300">资料来源</th>
|
||||
<th class="text-left py-3 px-4 text-blue-300">投资理由</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">东方精工</td>
|
||||
<td class="py-3 px-4">东方精工</td>
|
||||
<td class="py-3 px-4">参股公司嘉腾机器人是英伟达生成式AI生态伙伴</td>
|
||||
<td class="py-3 px-4">公告/官微</td>
|
||||
<td class="py-3 px-4">通过参股公司嘉腾机器人参与英伟达生成式AI生态</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">江海股份</td>
|
||||
<td class="py-3 px-4">江海股份</td>
|
||||
<td class="py-3 px-4">网传超级电容产品成功突破英伟达一供台达</td>
|
||||
<td class="py-3 px-4">网传</td>
|
||||
<td class="py-3 px-4">超级电容产品进入英伟达供应链体系</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">麦格米特</td>
|
||||
<td class="py-3 px-4">麦格米特</td>
|
||||
<td class="py-3 px-4">合作英伟达AI服务器高功率电源产品项目</td>
|
||||
<td class="py-3 px-4">公告</td>
|
||||
<td class="py-3 px-4">直接参与英伟达AI服务器电源产品开发</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">禾望电气</td>
|
||||
<td class="py-3 px-4">禾望电气</td>
|
||||
<td class="py-3 px-4">网传公司为维谛提供了HVDC产品的样机；维谛是英伟达合作伙伴</td>
|
||||
<td class="py-3 px-4">网传</td>
|
||||
<td class="py-3 px-4">通过维谛间接服务英伟达数据中心需求</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">东方钽业</td>
|
||||
<td class="py-3 px-4">东方钽业</td>
|
||||
<td class="py-3 px-4">钽龙头且长期合作Vishay，后者聚合物钽电容供货英伟达</td>
|
||||
<td class="py-3 px-4">公告</td>
|
||||
<td class="py-3 px-4">通过Vishay间接供应钽电容材料</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">雄韬股份</td>
|
||||
<td class="py-3 px-4">雄韬股份</td>
|
||||
<td class="py-3 px-4">数据中心和算力中心的终端客户中有微软、英伟达、字节跳动等</td>
|
||||
<td class="py-3 px-4">互动</td>
|
||||
<td class="py-3 px-4">为英伟达数据中心提供配套电源解决方案</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">鸿博股份</td>
|
||||
<td class="py-3 px-4">鸿博股份</td>
|
||||
<td class="py-3 px-4">英伟达DGX系列AI服务器的用户和运营方</td>
|
||||
<td class="py-3 px-4">公告</td>
|
||||
<td class="py-3 px-4">直接采购英伟达AI服务器开展业务</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">钧崴电子</td>
|
||||
<td class="py-3 px-4">钧崴电子</td>
|
||||
<td class="py-3 px-4">主营电阻、熔断器产品；与英伟达建立了深度合作关系，并批量供货</td>
|
||||
<td class="py-3 px-4">公告</td>
|
||||
<td class="py-3 px-4">电阻/熔断器产品已批量供应英伟达供应链</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">沃尔核材</td>
|
||||
<td class="py-3 px-4">沃尔核材</td>
|
||||
<td class="py-3 px-4">高速铜缆，客户安费诺；安费诺是英伟达Blackwell架构关键组件供应商</td>
|
||||
<td class="py-3 px-4">互动</td>
|
||||
<td class="py-3 px-4">通过安费诺间接供应高速铜缆组件</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">胜宏科技</td>
|
||||
<td class="py-3 px-4">胜宏科技</td>
|
||||
<td class="py-3 px-4">PCB产品获得英伟达认证。网传获取英伟达50%显卡全球市场</td>
|
||||
<td class="py-3 px-4">公告/网传</td>
|
||||
<td class="py-3 px-4">PCB产品通过认证并进入显卡供应链</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">东阳光</td>
|
||||
<td class="py-3 px-4">东阳光</td>
|
||||
<td class="py-3 px-4">数据中心液冷；网传公司将通过中际旭创进入NV产业链，且即将一供</td>
|
||||
<td class="py-3 px-4">网传</td>
|
||||
<td class="py-3 px-4">液冷技术有望进入英伟达供应链</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">铂科新材</td>
|
||||
<td class="py-3 px-4">铂科新材</td>
|
||||
<td class="py-3 px-4">公司芯片电感已批量用于英伟达AI芯片GPU-H100</td>
|
||||
<td class="py-3 px-4">互动</td>
|
||||
<td class="py-3 px-4">电感产品直接应用于英伟达GPU芯片</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 英伟达概念(250317) -->
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold mb-4 text-purple-400">英伟达概念(250317)</h3>
|
||||
<div class="table-container">
|
||||
<table class="w-full text-sm">
|
||||
<thead>
|
||||
<tr class="border-b border-gray-700">
|
||||
<th class="text-left py-3 px-4 text-blue-300">股票名称</th>
|
||||
<th class="text-left py-3 px-4 text-blue-300">分类</th>
|
||||
<th class="text-left py-3 px-4 text-blue-300">细分领域</th>
|
||||
<th class="text-left py-3 px-4 text-blue-300">投资理由</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">博创科技</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">CPO/光模块</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">太辰光</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">CPO/光模块</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">智尚科技</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">CPO/光模块</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">光库科技</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">CPO/光模块</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">中际旭创</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">CPO/光模块</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">胜宏科技</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">PCB</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">沪电股份</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">PCB</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">景旺电子</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">PCB</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">奥士康</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">PCB</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">博杰股份</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">PCB</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">中英科技</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">PCB</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">生益科技</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">PTFE</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">中英科技</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">PTFE</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">肯特科技</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">PTFE</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">同益股份</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">PTFE</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">铜冠铜箔</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">铜箔</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">德福科技</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">铜箔</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">胜宏科技</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">算力模块</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">鸿博股份</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">算力模块</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">麦格米特</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">HVDC</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">禾望电气</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">HVDC</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">中恒电气</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">HVDC</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">通合科技</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">HVDC</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">江海股份</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">超级电容</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">铜峰电子</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">超级电容</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">康盛股份</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">超级电容</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">钧威电子</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">超级电容</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">蔚蓝锂芯</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">超级电容</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">风华高科</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">超级电容</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">英维克</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">液冷</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">朗威股份</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">液冷</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">方盛股份</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">液冷</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">精研科技</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">液冷</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">江海股份</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">快换接头（UQD）</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">毅昌科技</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">快换接头（UQD）</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">速达股份</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">快换接头（UQD）</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">强瑞技术</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">快换接头（UQD）</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">川环科技</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">快换接头（UQD）</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">英维克</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">快换接头（UQD）</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">回天新材</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">快换接头（UQD）</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">高澜股份</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">快换接头（UQD）</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">勤设股份</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">自动驾驶</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">九号公司</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">机器人</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">奥比中光</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">机器人</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">博杰股份</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">机器人</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">中科创达</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">机器人</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">北斗星通</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">机器人</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">东方精工</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">机器人</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">天准科技</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">机器人</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">阿尔特</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">机器人</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">星光股份</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">量子科技</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">复旦复华</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">量子科技</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">科大国创</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">量子科技</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">华工科技</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">量子科技</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">三力士</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">量子科技</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">国盾量子</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">量子科技</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">神州信息</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">量子科技</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">浙江东方</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">量子科技</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">光迅科技</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">量子科技</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">普源精电</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">量子科技</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">吉大正元</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">量子科技</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">腾景科技</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">量子科技</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">国芯科技</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">量子科技</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">电科网安</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">量子科技</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">华科数据</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">量子科技</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">中国长城</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">量子科技</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">迪普科技</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">量子科技</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">中科曙光</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">量子科技</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 font-semibold">佳缘科技</td>
|
||||
<td class="py-3 px-4">GB300</td>
|
||||
<td class="py-3 px-4">量子科技</td>
|
||||
<td class="py-3 px-4">无明确理由</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<script>
|
||||
// 初始化粒子背景
|
||||
tsParticles.load("particles-js", {
|
||||
particles: {
|
||||
number: {
|
||||
value: 80,
|
||||
density: {
|
||||
enable: true,
|
||||
value_area: 800
|
||||
}
|
||||
},
|
||||
color: {
|
||||
value: "#3b82f6"
|
||||
},
|
||||
shape: {
|
||||
type: "circle"
|
||||
},
|
||||
opacity: {
|
||||
value: 0.5,
|
||||
random: false
|
||||
},
|
||||
size: {
|
||||
value: 3,
|
||||
random: true
|
||||
},
|
||||
line_linked: {
|
||||
enable: true,
|
||||
distance: 150,
|
||||
color: "#8b5cf6",
|
||||
opacity: 0.4,
|
||||
width: 1
|
||||
},
|
||||
move: {
|
||||
enable: true,
|
||||
speed: 2,
|
||||
direction: "none",
|
||||
random: false,
|
||||
straight: false,
|
||||
out_mode: "out",
|
||||
bounce: false
|
||||
}
|
||||
},
|
||||
interactivity: {
|
||||
detect_on: "canvas",
|
||||
events: {
|
||||
onhover: {
|
||||
enable: true,
|
||||
mode: "grab"
|
||||
},
|
||||
onclick: {
|
||||
enable: true,
|
||||
mode: "push"
|
||||
},
|
||||
resize: true
|
||||
},
|
||||
modes: {
|
||||
grab: {
|
||||
distance: 140,
|
||||
line_linked: {
|
||||
opacity: 1
|
||||
}
|
||||
},
|
||||
push: {
|
||||
particles_nb: 4
|
||||
}
|
||||
}
|
||||
},
|
||||
retina_detect: true
|
||||
});
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
```
|
||||
Reference in New Issue
Block a user