feat: 10.10线上最新代码提交
This commit is contained in:
zdl
637
public/htmls/RISC-V.html
Normal file
637
public/htmls/RISC-V.html
Normal file
@@ -0,0 +1,637 @@
|
||||
|
||||
<!DOCTYPE html>
|
||||
<html lang="zh-CN">
|
||||
<head>
|
||||
<meta charset="utf-8" />
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
|
||||
<title>RISC-V 概念分析报告</title>
|
||||
|
||||
<!-- Font Awesome Icons -->
|
||||
<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
|
||||
|
||||
<!-- Tailwind CSS -->
|
||||
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
|
||||
|
||||
<!-- DaisyUI -->
|
||||
<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
|
||||
<link href="https://cdn.jsdelivr.net/npm/daisyui@5/themes.css" rel="stylesheet" type="text/css" />
|
||||
|
||||
<!-- Google Fonts -->
|
||||
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet">
|
||||
|
||||
<!-- Custom Styles -->
|
||||
<style>
|
||||
body {
|
||||
font-family: 'Inter', sans-serif;
|
||||
}
|
||||
|
||||
.tech-gradient {
|
||||
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
|
||||
}
|
||||
|
||||
.card-gradient {
|
||||
background: linear-gradient(135deg, rgba(255,255,255,0.9) 0%, rgba(255,255,255,0.7) 100%);
|
||||
backdrop-filter: blur(10px);
|
||||
}
|
||||
|
||||
.timeline-dot {
|
||||
position: relative;
|
||||
}
|
||||
|
||||
.timeline-dot::before {
|
||||
content: '';
|
||||
position: absolute;
|
||||
top: 50%;
|
||||
left: -1.25rem;
|
||||
width: 0.5rem;
|
||||
height: 0.5rem;
|
||||
background-color: #667eea;
|
||||
border-radius: 50%;
|
||||
transform: translateY(-50%);
|
||||
}
|
||||
|
||||
.timeline-line {
|
||||
position: absolute;
|
||||
top: 0;
|
||||
left: -1rem;
|
||||
width: 2px;
|
||||
height: 100%;
|
||||
background-color: #e2e8f0;
|
||||
}
|
||||
|
||||
.highlight-text {
|
||||
background: linear-gradient(120deg, #667eea 0%, #764ba2 100%);
|
||||
-webkit-background-clip: text;
|
||||
-webkit-text-fill-color: transparent;
|
||||
background-clip: text;
|
||||
}
|
||||
|
||||
.particle-container {
|
||||
position: fixed;
|
||||
top: 0;
|
||||
left: 0;
|
||||
width: 100%;
|
||||
height: 100%;
|
||||
z-index: -1;
|
||||
}
|
||||
|
||||
@media (max-width: 768px) {
|
||||
.timeline-line {
|
||||
left: -0.75rem;
|
||||
}
|
||||
|
||||
.timeline-dot::before {
|
||||
left: -1rem;
|
||||
}
|
||||
}
|
||||
</style>
|
||||
</head>
|
||||
<body class="bg-gray-50 text-gray-800">
|
||||
<!-- Particle Background -->
|
||||
<div id="particle-background" class="particle-container"></div>
|
||||
|
||||
<!-- Main Content -->
|
||||
<div class="container mx-auto px-4 py-8 max-w-6xl">
|
||||
<!-- Header -->
|
||||
<div class="mb-10 text-center">
|
||||
<h1 class="text-4xl md:text-5xl font-bold mb-4 highlight-text">RISC-V 概念分析报告</h1>
|
||||
<p class="text-lg text-gray-600">开源指令集架构的崛起与投资机遇</p>
|
||||
</div>
|
||||
|
||||
<!-- Concept Events -->
|
||||
<div class="card bg-white shadow-xl rounded-2xl mb-8 overflow-hidden">
|
||||
<div class="tech-gradient p-6">
|
||||
<h2 class="text-2xl font-bold text-white mb-2">概念事件</h2>
|
||||
<p class="text-purple-100">背景与催化事件</p>
|
||||
</div>
|
||||
<div class="p-6">
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
|
||||
<div class="border-l-4 border-purple-500 pl-4 py-1">
|
||||
<div class="text-sm text-purple-600 font-medium">2025年3月2日</div>
|
||||
<h3 class="text-lg font-semibold mt-1">阿里达摩院举办首届"玄铁RISC-V生态大会"</h3>
|
||||
<p class="text-gray-600 mt-2">发布全球首款服务器级RISC-V芯片C930（SPECint2006跑分15/GHz），标志RISC-V从嵌入式向高性能计算突破。</p>
|
||||
</div>
|
||||
|
||||
<div class="border-l-4 border-blue-500 pl-4 py-1">
|
||||
<div class="text-sm text-blue-600 font-medium">2025年3月4日</div>
|
||||
<h3 class="text-lg font-semibold mt-1">八部委联合起草政策文件</h3>
|
||||
<p class="text-gray-600 mt-2">拟于3月发布全国推广RISC-V芯片的指导意见，核心目标为替代ARM授权风险（如华为被ARM断供事件）。</p>
|
||||
</div>
|
||||
|
||||
<div class="border-l-4 border-green-500 pl-4 py-1">
|
||||
<div class="text-sm text-green-600 font-medium">2025年7月17日</div>
|
||||
<h3 class="text-lg font-semibold mt-1">上海RISC-V生态街区启动</h3>
|
||||
<p class="text-gray-600 mt-2">张江高科牵头集聚产业链，明确消费电子（39%）、汽车（31%）、数据中心（28%）为2031年三大渗透场景。</p>
|
||||
</div>
|
||||
|
||||
<div class="border-l-4 border-yellow-500 pl-4 py-1">
|
||||
<div class="text-sm text-yellow-600 font-medium">时间轴</div>
|
||||
<ul class="mt-2 space-y-1 text-gray-600">
|
||||
<li>• 2010年：RISC-V诞生于伯克利</li>
|
||||
<li>• 2018年：中国RISC-V产业联盟成立</li>
|
||||
<li>• 2024年：出货100亿颗（中国占50%）</li>
|
||||
<li>• 2025年：政策催化+服务器芯片落地</li>
|
||||
<li>• 2030年：全球市场规模预计达900亿美元</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Executive Summary -->
|
||||
<div class="card bg-white shadow-xl rounded-2xl mb-8 overflow-hidden">
|
||||
<div class="tech-gradient p-6">
|
||||
<h2 class="text-2xl font-bold text-white mb-2">核心观点摘要</h2>
|
||||
<p class="text-purple-100">Executive Summary</p>
|
||||
</div>
|
||||
<div class="p-6">
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||||
<div class="bg-gradient-to-br from-purple-50 to-blue-50 p-5 rounded-xl border border-purple-100">
|
||||
<div class="text-purple-600 mb-3">
|
||||
<i class="fas fa-chart-line text-2xl"></i>
|
||||
</div>
|
||||
<h3 class="font-semibold text-lg mb-2">阶段判断</h3>
|
||||
<p class="text-gray-600">RISC-V正处于"政策驱动+技术突破"双轮加速期，从物联网低成本替代向AI服务器、车规芯片高价值场景渗透。</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-gradient-to-br from-blue-50 to-green-50 p-5 rounded-xl border border-blue-100">
|
||||
<div class="text-blue-600 mb-3">
|
||||
<i class="fas fa-rocket text-2xl"></i>
|
||||
</div>
|
||||
<h3 class="font-semibold text-lg mb-2">核心驱动力</h3>
|
||||
<p class="text-gray-600">地缘政治下的国产替代刚性（ARM授权收紧）叠加开源架构的成本优势（较ARM授权费降低50%-70%）。</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-gradient-to-br from-green-50 to-yellow-50 p-5 rounded-xl border border-green-100">
|
||||
<div class="text-green-600 mb-3">
|
||||
<i class="fas fa-lightbulb text-2xl"></i>
|
||||
</div>
|
||||
<h3 class="font-semibold text-lg mb-2">未来潜力</h3>
|
||||
<p class="text-gray-600">2030年全球出货量或达200亿颗（Omdia），中国市场份额有望超25%（倪光南院士预测）。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Core Logic and Market Analysis -->
|
||||
<div class="card bg-white shadow-xl rounded-2xl mb-8 overflow-hidden">
|
||||
<div class="tech-gradient p-6">
|
||||
<h2 class="text-2xl font-bold text-white mb-2">核心逻辑与市场认知分析</h2>
|
||||
<p class="text-purple-100">Core Logic and Market Analysis</p>
|
||||
</div>
|
||||
<div class="p-6">
|
||||
<div class="mb-8">
|
||||
<h3 class="text-xl font-semibold mb-4 text-gray-800">核心驱动力</h3>
|
||||
<div class="overflow-x-auto">
|
||||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||||
<thead>
|
||||
<tr class="bg-gray-50">
|
||||
<th class="py-3 px-4 text-left text-sm font-medium text-gray-700 border-b">维度</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-medium text-gray-700 border-b">逻辑链</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-medium text-gray-700 border-b">数据支撑</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 border-b font-medium text-purple-600">政策</td>
|
||||
<td class="py-3 px-4 border-b">八部委红头文件强制信创领域采购RISC-V芯片（比例≥30%）</td>
|
||||
<td class="py-3 px-4 border-b">DW电子专家纪要（2025-03-05）</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 border-b font-medium text-blue-600">技术</td>
|
||||
<td class="py-3 px-4 border-b">玄铁C930性能≈ARM A78，服务器级芯片填补空白</td>
|
||||
<td class="py-3 px-4 border-b">阿里达摩院实测15/GHz（华泰科技报告）</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 border-b font-medium text-green-600">成本</td>
|
||||
<td class="py-3 px-4 border-b">免授权费+模块化设计，MCU成本降低60%-70%</td>
|
||||
<td class="py-3 px-4 border-b">中泰电子路演（2024-07-25）</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 border-b font-medium text-yellow-600">生态</td>
|
||||
<td class="py-3 px-4 border-b">谷歌Android官方支持RISC-V，打破ARM-安卓垄断</td>
|
||||
<td class="py-3 px-4 border-b">2025 RISC-V峰会谷歌声明</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold mb-4 text-gray-800">市场热度与情绪</h3>
|
||||
<div class="bg-purple-50 p-4 rounded-lg mb-4">
|
||||
<div class="flex items-center mb-2">
|
||||
<i class="fas fa-fire text-purple-600 mr-2"></i>
|
||||
<span class="font-medium">研报密度</span>
|
||||
</div>
|
||||
<p class="text-gray-600">2025年3月4-7日，华泰/国君/中泰等8家券商密集发布RISC-V专题报告，热度堪比2023年AI行情。</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-blue-50 p-4 rounded-lg">
|
||||
<div class="flex items-center mb-2">
|
||||
<i class="fas fa-balance-scale text-blue-600 mr-2"></i>
|
||||
<span class="font-medium">情绪分歧</span>
|
||||
</div>
|
||||
<ul class="space-y-2 text-gray-600">
|
||||
<li><span class="font-medium text-green-600">乐观派：</span>认为RISC-V将复制ARM在手机端的颠覆路径（2010年ARM市占率<5%→2020年>90%）</li>
|
||||
<li><span class="font-medium text-red-600">谨慎派：</span>指出生态碎片化（平头哥/芯来/赛昉各自为政）和高性能场景工具链缺失（如EDA支持不足）</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold mb-4 text-gray-800">预期差分析</h3>
|
||||
<div class="bg-yellow-50 p-4 rounded-lg mb-4">
|
||||
<div class="flex items-center mb-2">
|
||||
<i class="fas fa-exclamation-triangle text-yellow-600 mr-2"></i>
|
||||
<span class="font-medium">市场预期 vs 路演验证</span>
|
||||
</div>
|
||||
<div class="space-y-3">
|
||||
<div>
|
||||
<p class="font-medium text-gray-700">"RISC-V将快速替代ARM"</p>
|
||||
<p class="text-red-600 text-sm"><i class="fas fa-times-circle mr-1"></i> 证伪：车规芯片需ISO 26262认证（周期2-3年），短期仅能切入非安全域（车灯MCU）</p>
|
||||
</div>
|
||||
<div>
|
||||
<p class="font-medium text-gray-700">"政策补贴直接落地"</p>
|
||||
<p class="text-green-600 text-sm"><i class="fas fa-check-circle mr-1"></i> 验证：专家透露研发费用200%加计扣除+流片补贴28nm以下（DW电子纪要）</p>
|
||||
</div>
|
||||
<div>
|
||||
<p class="font-medium text-gray-700">"服务器芯片已规模化"</p>
|
||||
<p class="text-red-600 text-sm"><i class="fas fa-times-circle mr-1"></i> 证伪：玄铁C930 3月交付，但量产需适配国产OS（麒麟/统信），2025H2才规模出货</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Catalysts and Future Path -->
|
||||
<div class="card bg-white shadow-xl rounded-2xl mb-8 overflow-hidden">
|
||||
<div class="tech-gradient p-6">
|
||||
<h2 class="text-2xl font-bold text-white mb-2">关键催化剂与未来发展路径</h2>
|
||||
<p class="text-purple-100">Catalysts and Future Path</p>
|
||||
</div>
|
||||
<div class="p-6">
|
||||
<div class="mb-8">
|
||||
<h3 class="text-xl font-semibold mb-4 text-gray-800">近期催化剂（3-6个月）</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||||
<div class="bg-gradient-to-br from-purple-50 to-purple-100 p-4 rounded-lg border border-purple-200">
|
||||
<div class="text-purple-600 mb-2">
|
||||
<i class="fas fa-file-alt text-xl"></i>
|
||||
</div>
|
||||
<h4 class="font-semibold mb-2">政策落地</h4>
|
||||
<p class="text-sm text-gray-600">八部委红头文件发布（预计2025年3月），明确信创采购比例（国产芯片50%中RISC-V占30%+）</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-gradient-to-br from-blue-50 to-blue-100 p-4 rounded-lg border border-blue-200">
|
||||
<div class="text-blue-600 mb-2">
|
||||
<i class="fas fa-microchip text-xl"></i>
|
||||
</div>
|
||||
<h4 class="font-semibold mb-2">产品验证</h4>
|
||||
<p class="text-sm text-gray-600">全志科技V821（双RISC-V架构）安防芯片Q2量产；兆易创新GD32V车规MCU通过AEC-Q100认证</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-gradient-to-br from-green-50 to-green-100 p-4 rounded-lg border border-green-200">
|
||||
<div class="text-green-600 mb-2">
|
||||
<i class="fab fa-android text-xl"></i>
|
||||
</div>
|
||||
<h4 class="font-semibold mb-2">生态事件</h4>
|
||||
<p class="text-sm text-gray-600">谷歌Android 16 Beta版原生支持RISC-V（2025年5月I/O大会）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold mb-4 text-gray-800">长期路径（2025-2030）</h3>
|
||||
<div class="bg-gray-50 p-6 rounded-lg">
|
||||
<div class="flex flex-col md:flex-row items-center justify-between space-y-4 md:space-y-0">
|
||||
<div class="text-center w-full md:w-1/4">
|
||||
<div class="bg-purple-500 text-white rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
|
||||
<span class="font-bold">2025</span>
|
||||
</div>
|
||||
<p class="font-medium">政策+服务器芯片破冰</p>
|
||||
</div>
|
||||
|
||||
<div class="hidden md:block text-purple-500">
|
||||
<i class="fas fa-arrow-right text-2xl"></i>
|
||||
</div>
|
||||
|
||||
<div class="text-center w-full md:w-1/4">
|
||||
<div class="bg-blue-500 text-white rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
|
||||
<span class="font-bold">2026-27</span>
|
||||
</div>
|
||||
<p class="font-medium">车规/AI芯片放量</p>
|
||||
</div>
|
||||
|
||||
<div class="hidden md:block text-blue-500">
|
||||
<i class="fas fa-arrow-right text-2xl"></i>
|
||||
</div>
|
||||
|
||||
<div class="text-center w-full md:w-1/4">
|
||||
<div class="bg-green-500 text-white rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
|
||||
<span class="font-bold">2028-30</span>
|
||||
</div>
|
||||
<p class="font-medium">与ARM/X86三分天下</p>
|
||||
</div>
|
||||
|
||||
<div class="hidden md:block text-green-500">
|
||||
<i class="fas fa-arrow-right text-2xl"></i>
|
||||
</div>
|
||||
|
||||
<div class="text-center w-full md:w-1/4">
|
||||
<div class="bg-yellow-500 text-white rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
|
||||
<span class="font-bold">2030+</span>
|
||||
</div>
|
||||
<p class="font-medium">RISC-V生态主导AIoT</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Industry Chain Analysis -->
|
||||
<div class="card bg-white shadow-xl rounded-2xl mb-8 overflow-hidden">
|
||||
<div class="tech-gradient p-6">
|
||||
<h2 class="text-2xl font-bold text-white mb-2">产业链与核心公司深度剖析</h2>
|
||||
<p class="text-purple-100">Industry Chain Analysis</p>
|
||||
</div>
|
||||
<div class="p-6">
|
||||
<div class="mb-8">
|
||||
<h3 class="text-xl font-semibold mb-4 text-gray-800">产业链图谱</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||||
<div class="bg-purple-50 p-5 rounded-xl border border-purple-200">
|
||||
<div class="text-purple-600 mb-3 text-center">
|
||||
<i class="fas fa-cube text-3xl"></i>
|
||||
</div>
|
||||
<h4 class="font-semibold text-lg mb-3 text-center">上游IP</h4>
|
||||
<ul class="space-y-2 text-gray-600">
|
||||
<li>• 平头哥（玄铁C930）</li>
|
||||
<li>• 芯来科技（Nuclei N200）</li>
|
||||
<li>• 赛昉科技（昉·天枢）</li>
|
||||
</ul>
|
||||
</div>
|
||||
|
||||
<div class="bg-blue-50 p-5 rounded-xl border border-blue-200">
|
||||
<div class="text-blue-600 mb-3 text-center">
|
||||
<i class="fas fa-microchip text-3xl"></i>
|
||||
</div>
|
||||
<h4 class="font-semibold text-lg mb-3 text-center">中游设计</h4>
|
||||
<ul class="space-y-2 text-gray-600">
|
||||
<li>• 兆易创新（GD32V MCU）</li>
|
||||
<li>• 全志科技（V821 SoC）</li>
|
||||
<li>• 北京君正（X2000）</li>
|
||||
</ul>
|
||||
</div>
|
||||
|
||||
<div class="bg-green-50 p-5 rounded-xl border border-green-200">
|
||||
<div class="text-green-600 mb-3 text-center">
|
||||
<i class="fas fa-industry text-3xl"></i>
|
||||
</div>
|
||||
<h4 class="font-semibold text-lg mb-3 text-center">下游应用</h4>
|
||||
<ul class="space-y-2 text-gray-600">
|
||||
<li>• 消费电子：中科蓝讯（TWS耳机芯片市占率35%）</li>
|
||||
<li>• 汽车：国芯科技（车规MCU已获比亚迪订单）</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mb-8">
|
||||
<h3 class="text-xl font-semibold mb-4 text-gray-800">核心玩家对比</h3>
|
||||
<div class="overflow-x-auto">
|
||||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||||
<thead>
|
||||
<tr class="bg-gray-50">
|
||||
<th class="py-3 px-4 text-left text-sm font-medium text-gray-700 border-b">公司</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-medium text-gray-700 border-b">角色</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-medium text-gray-700 border-b">进展验证</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-medium text-gray-700 border-b">风险点</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 border-b font-medium text-purple-600">芯原股份</td>
|
||||
<td class="py-3 px-4 border-b">IP龙头</td>
|
||||
<td class="py-3 px-4 border-b">牵头中国RISC-V联盟，194家会员单位；IP授权收入占比40%（2024年报）</td>
|
||||
<td class="py-3 px-4 border-b">客户集中度过高（前五大占60%）</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 border-b font-medium text-blue-600">兆易创新</td>
|
||||
<td class="py-3 px-4 border-b">MCU替代</td>
|
||||
<td class="py-3 px-4 border-b">GD32V系列2024年出货超1亿颗，成本较ARM降低50%</td>
|
||||
<td class="py-3 px-4 border-b">车规认证进度慢于预期</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 border-b font-medium text-green-600">全志科技</td>
|
||||
<td class="py-3 px-4 border-b">场景落地</td>
|
||||
<td class="py-3 px-4 border-b">V821安防芯片已获海康威视订单，RISC-V收入占比15%（2025Q1指引）</td>
|
||||
<td class="py-3 px-4 border-b">依赖阿里生态，议价能力弱</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold mb-4 text-gray-800">验证与证伪</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||||
<div class="bg-green-50 p-5 rounded-xl border border-green-200">
|
||||
<div class="flex items-center mb-3">
|
||||
<i class="fas fa-check-circle text-green-600 text-xl mr-2"></i>
|
||||
<h4 class="font-semibold text-lg">验证</h4>
|
||||
</div>
|
||||
<p class="text-gray-600">全志科技2025年3月18日公告RISC-V芯片营收同比+626%，印证商业化加速。</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-red-50 p-5 rounded-xl border border-red-200">
|
||||
<div class="flex items-center mb-3">
|
||||
<i class="fas fa-times-circle text-red-600 text-xl mr-2"></i>
|
||||
<h4 class="font-semibold text-lg">证伪</h4>
|
||||
</div>
|
||||
<p class="text-gray-600">专家纪要称"玄铁C930性能比肩ARM A78"，但实测单核性能仅为A78的70%（路演数据矛盾）。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Risks and Challenges -->
|
||||
<div class="card bg-white shadow-xl rounded-2xl mb-8 overflow-hidden">
|
||||
<div class="tech-gradient p-6">
|
||||
<h2 class="text-2xl font-bold text-white mb-2">潜在风险与挑战</h2>
|
||||
<p class="text-purple-100">Risks and Challenges</p>
|
||||
</div>
|
||||
<div class="p-6">
|
||||
<div class="overflow-x-auto">
|
||||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||||
<thead>
|
||||
<tr class="bg-gray-50">
|
||||
<th class="py-3 px-4 text-left text-sm font-medium text-gray-700 border-b">风险类型</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-medium text-gray-700 border-b">具体表现</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 border-b font-medium text-purple-600">技术瓶颈</td>
|
||||
<td class="py-3 px-4 border-b">高性能场景内存带宽不足：C930需搭配HBM3，但国产供应链尚未成熟。</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 border-b font-medium text-blue-600">商业化</td>
|
||||
<td class="py-3 px-4 border-b">工具链碎片化：平头哥/芯来/赛昉的编译器互不兼容，增加客户迁移成本。</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 border-b font-medium text-green-600">政策风险</td>
|
||||
<td class="py-3 px-4 border-b">美国专利诉讼：ARM已在美国申请2000+专利限制RISC-V扩展指令集。</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 border-b font-medium text-yellow-600">信息矛盾</td>
|
||||
<td class="py-3 px-4 border-b">出货量数据冲突：阿里称"2024年出货40亿颗"，但第三方统计仅25亿颗。</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Conclusion -->
|
||||
<div class="card bg-white shadow-xl rounded-2xl mb-8 overflow-hidden">
|
||||
<div class="tech-gradient p-6">
|
||||
<h2 class="text-2xl font-bold text-white mb-2">综合结论与投资启示</h2>
|
||||
<p class="text-purple-100">Conclusion and Investment Implications</p>
|
||||
</div>
|
||||
<div class="p-6">
|
||||
<div class="mb-6">
|
||||
<h3 class="text-xl font-semibold mb-3 text-gray-800">阶段判断</h3>
|
||||
<div class="bg-gradient-to-r from-purple-50 to-blue-50 p-5 rounded-lg border border-purple-200">
|
||||
<p class="text-gray-700">RISC-V处于"主题炒作→基本面验证"过渡期，政策催化已price-in，需跟踪Q2车规芯片订单和服务器芯片良率。</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-xl font-semibold mb-3 text-gray-800">投资方向</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||||
<div class="bg-purple-50 p-5 rounded-lg border border-purple-200">
|
||||
<div class="flex items-center mb-2">
|
||||
<i class="fas fa-star text-purple-600 mr-2"></i>
|
||||
<h4 class="font-semibold">最纯标的</h4>
|
||||
</div>
|
||||
<p class="text-gray-700"><span class="font-medium text-purple-600">芯原股份</span>（IP授权模式轻资产，政策弹性最大）</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-blue-50 p-5 rounded-lg border border-blue-200">
|
||||
<div class="flex items-center mb-2">
|
||||
<i class="fas fa-chart-line text-blue-600 mr-2"></i>
|
||||
<h4 class="font-semibold">业绩爆发</h4>
|
||||
</div>
|
||||
<p class="text-gray-700"><span class="font-medium text-blue-600">全志科技</span>（RISC-V收入占比快速提升，安防订单落地）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold mb-3 text-gray-800">关键跟踪指标</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="flex items-start">
|
||||
<div class="bg-purple-100 text-purple-800 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mt-1 mr-3">
|
||||
<i class="fas fa-microchip text-sm"></i>
|
||||
</div>
|
||||
<p class="text-gray-700"><span class="font-medium">玄铁C930</span>的SPECint实测数据（验证性能对标ARM）</p>
|
||||
</div>
|
||||
|
||||
<div class="flex items-start">
|
||||
<div class="bg-blue-100 text-blue-800 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mt-1 mr-3">
|
||||
<i class="fas fa-car text-sm"></i>
|
||||
</div>
|
||||
<p class="text-gray-700"><span class="font-medium">兆易创新GD32V</span>的车规客户数量（突破动力域即标志高端化成功）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Related Stocks -->
|
||||
<div class="card bg-white shadow-xl rounded-2xl overflow-hidden">
|
||||
<div class="tech-gradient p-6">
|
||||
<h2 class="text-2xl font-bold text-white mb-2">关联股票</h2>
|
||||
<p class="text-purple-100">Related Stocks</p>
|
||||
</div>
|
||||
<div class="p-6">
|
||||
<div class="overflow-x-auto">
|
||||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||||
<thead>
|
||||
<tr class="bg-gray-50">
|
||||
<th class="py-3 px-4 text-left text-sm font-medium text-gray-700 border-b">股票名称</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-medium text-gray-700 border-b">分类</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-medium text-gray-700 border-b">角色</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-medium text-gray-700 border-b">业务相关</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-medium text-gray-700 border-b">资料来源</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 border-b font-medium text-purple-600">四川长虹</td>
|
||||
<td class="py-3 px-4 border-b">中国RISC-V产业联盟</td>
|
||||
<td class="py-3 px-4 border-b">副理事长单位</td>
|
||||
<td class="py-3 px-4 border-b">网络公开资料</td>
|
||||
<td class="py-3 px-4 border-b">网络公开资料</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Scripts -->
|
||||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||||
<script>
|
||||
// Initialize particles background
|
||||
tsParticles.load("particle-background", {
|
||||
particles: {
|
||||
number: {
|
||||
value: 30,
|
||||
density: {
|
||||
enable: true,
|
||||
value_area: 800
|
||||
}
|
||||
},
|
||||
color: {
|
||||
value: ["#667eea", "#764ba2", "#9f7aea", "#805ad5"]
|
||||
},
|
||||
shape: {
|
||||
type: "circle"
|
||||
},
|
||||
opacity: {
|
||||
value: 0.5,
|
||||
random: true
|
||||
},
|
||||
size: {
|
||||
value: 3,
|
||||
random: true
|
||||
},
|
||||
move: {
|
||||
enable: true,
|
||||
speed: 2,
|
||||
direction: "none",
|
||||
random: true,
|
||||
straight: false,
|
||||
out_mode: "out"
|
||||
}
|
||||
},
|
||||
interactivity: {
|
||||
events: {
|
||||
onhover: {
|
||||
enable: true,
|
||||
mode: "repulse"
|
||||
}
|
||||
}
|
||||
},
|
||||
retina_detect: true
|
||||
});
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
```
|
||||
Reference in New Issue
Block a user