vf/vf_react
4
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

init

Browse Source
This commit is contained in:
zzlgreat
2025-11-05 10:56:56 +08:00
parent 467dad8449
commit fc37df4385
3499 changed files with 1063743 additions and 0 deletions
Download Patch File Download Diff File Expand all files Collapse all files

726
public/htmls/AI游戏.html Normal file
View File

@@ -0,0 +1,726 @@
<!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>AI游戏概念分析报告</title>
<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
<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" />
<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
<script src="https://cdnjs.cloudflare.com/ajax/libs/three.js/r134/three.min.js"></script>
<script src="https://cdnjs.cloudflare.com/ajax/libs/vanta/0.5.24/vanta.waves.min.js"></script>
<style>
@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
body {
font-family: 'Noto Sans SC', 'Inter', sans-serif;
background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
min-height: 100vh;
}
.content-wrapper {
position: relative;
z-index: 10;
}
.glass-card {
background: rgba(255, 255, 255, 0.05);
backdrop-filter: blur(10px);
border: 1px solid rgba(255, 255, 255, 0.1);
box-shadow: 0 8px 32px 0 rgba(31, 38, 135, 0.37);
}
.timeline-dot {
width: 12px;
height: 12px;
background-color: #3b82f6;
border-radius: 50%;
position: absolute;
left: -6px;
top: 6px;
}
.timeline-line {
position: absolute;
left: 0;
top: 18px;
bottom: -18px;
width: 1px;
background-color: rgba(59, 130, 246, 0.3);
}
.table-responsive {
overflow-x: auto;
}
.gradient-text {
background: linear-gradient(90deg, #3b82f6, #8b5cf6);
-webkit-background-clip: text;
-webkit-text-fill-color: transparent;
background-clip: text;
}
.highlight-box {
background: linear-gradient(135deg, rgba(59, 130, 246, 0.1) 0%, rgba(139, 92, 246, 0.1) 100%);
border-left: 4px solid #3b82f6;
}
#particles-js {
position: fixed;
width: 100%;
height: 100%;
top: 0;
left: 0;
z-index: 1;
}
@media (max-width: 768px) {
.glass-card {
margin: 0 1rem;
}
}
</style>
</head>
<body>
<div id="particles-js"></div>
<div class="content-wrapper py-8 px-4">
<!-- 标题部分 -->
<div class="max-w-6xl mx-auto mb-10">
<div class="text-center mb-8">
<h1 class="text-4xl md:text-5xl font-bold text-white mb-4">AI游戏概念分析报告</h1>
<p class="text-xl text-blue-300">从降本增效到原生玩法创新的技术革命</p>
</div>
<!-- 核心观点摘要 -->
<div class="glass-card rounded-2xl p-6 mb-8">
<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
<i class="fas fa-lightbulb text-yellow-400 mr-3"></i>
核心观点摘要
</h2>
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
<div class="highlight-box p-4 rounded-lg">
<h3 class="text-lg font-semibold text-blue-300 mb-2">阶段判断</h3>
<p class="text-gray-200">AI游戏正从"降本增效工具"（2023-2024）向"原生玩法创新"（2025-2027）过渡，<span class="text-yellow-400 font-bold">技术拐点已至</span>。</p>
</div>
<div class="highlight-box p-4 rounded-lg">
<h3 class="text-lg font-semibold text-blue-300 mb-2">核心驱动力</h3>
<p class="text-gray-200"><span class="text-green-400 font-bold">成本骤降</span>（DeepSeek降低90%算力成本）+<span class="text-green-400 font-bold">政策松绑</span>（版号常态化）+<span class="text-green-400 font-bold">巨头验证</span>（腾讯/网易/米哈游产品落地）。</p>
</div>
<div class="highlight-box p-4 rounded-lg">
<h3 class="text-lg font-semibold text-blue-300 mb-2">未来潜力</h3>
<p class="text-gray-200">AI原生游戏或重构行业逻辑，<span class="text-purple-400 font-bold">2027年市场规模有望超300亿元</span>（华泰预测）。</p>
</div>
</div>
</div>
<!-- 概念事件 -->
<div class="glass-card rounded-2xl p-6 mb-8">
<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
<i class="fas fa-history text-blue-400 mr-3"></i>
概念事件
</h2>
<h3 class="text-xl font-semibold text-blue-300 mb-4">时间轴梳理</h3>
<div class="space-y-6 pl-6 relative">
<div class="relative">
<div class="timeline-dot"></div>
<div class="timeline-line"></div>
<div class="ml-6">
<h4 class="text-lg font-medium text-white mb-1">2023年3月</h4>
<p class="text-gray-300">GDC 2023首次将AI列为核心议题，微软/英伟达展示AI降本工具（如DirectSR、RTX Remix），A股游戏板块启动70%行情。</p>
</div>
</div>
<div class="relative">
<div class="timeline-dot"></div>
<div class="timeline-line"></div>
<div class="ml-6">
<h4 class="text-lg font-medium text-white mb-1">2024年2月</h4>
<p class="text-gray-300">ChatGPT-4引爆生成式AI，腾讯发布GiiNEX引擎，三七互娱/网易等验证AI美术降本<span class="text-yellow-400 font-bold">20%-40%</span>。</p>
</div>
</div>
<div class="relative">
<div class="timeline-dot"></div>
<div class="timeline-line"></div>
<div class="ml-6">
<h4 class="text-lg font-medium text-white mb-1">2024年8月</h4>
<p class="text-gray-300">谷歌GameNGen发布首个神经驱动游戏引擎，实时生成《DOOM》画面；米哈游蔡浩宇成立Anuttacon，启动《Project Star》AI原生游戏。</p>
</div>
</div>
<div class="relative">
<div class="timeline-dot"></div>
<div class="timeline-line"></div>
<div class="ml-6">
<h4 class="text-lg font-medium text-white mb-1">2025年2月</h4>
<p class="text-gray-300">xAI宣布成立游戏工作室，Grok 3模型发布；巨人网络《太空杀》上线DeepSeek驱动的"内鬼挑战"玩法；恺英网络"形意"大模型完成备案。</p>
</div>
</div>
<div class="relative">
<div class="timeline-dot"></div>
<div class="ml-6">
<h4 class="text-lg font-medium text-white mb-1">2025年3月</h4>
<p class="text-gray-300">GDC 2025聚焦AI原生游戏，<span class="text-yellow-400 font-bold">《Whispers From The Star》</span>开启封闭测试，实时语音交互成为核心玩法。</p>
</div>
</div>
</div>
<h3 class="text-xl font-semibold text-blue-300 mt-8 mb-4">催化事件</h3>
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
<div class="bg-gradient-to-br from-blue-900/30 to-purple-900/30 p-4 rounded-lg border border-blue-500/20">
<h4 class="text-lg font-medium text-blue-300 mb-2">技术突破</h4>
<p class="text-gray-300">DeepSeek模型调用成本降至<span class="text-green-400 font-bold">1/20</span>（路演数据），AI实时生成3D场景商业化临界点临近。</p>
</div>
<div class="bg-gradient-to-br from-blue-900/30 to-purple-900/30 p-4 rounded-lg border border-blue-500/20">
<h4 class="text-lg font-medium text-blue-300 mb-2">政策利好</h4>
<p class="text-gray-300">2024年国产版号发放<span class="text-green-400 font-bold">1416款</span>（同比+31.7%），杭州/上海简化AI游戏测试流程。</p>
</div>
<div class="bg-gradient-to-br from-blue-900/30 to-purple-900/30 p-4 rounded-lg border border-blue-500/20">
<h4 class="text-lg font-medium text-blue-300 mb-2">巨头入局</h4>
<p class="text-gray-300">马斯克xAI、米哈游Anuttacon、腾讯GiiNEX三线推进AI原生游戏。</p>
</div>
</div>
</div>
<!-- 核心逻辑与市场认知分析 -->
<div class="glass-card rounded-2xl p-6 mb-8">
<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
<i class="fas fa-brain text-purple-400 mr-3"></i>
核心逻辑与市场认知分析
</h2>
<h3 class="text-xl font-semibold text-blue-300 mb-4">核心驱动力</h3>
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-6">
<div>
<h4 class="text-lg font-medium text-purple-300 mb-3">技术端</h4>
<ul class="space-y-3">
<li class="flex items-start">
<i class="fas fa-chevron-right text-blue-400 mt-1 mr-2"></i>
<div>
<span class="text-white font-medium">成本革命：</span>
<span class="text-gray-300">DeepSeek使AI推理成本从<span class="text-yellow-400 font-bold">1元/局降至0.05元/局</span>（路演案例），推动AI NPC大规模商用。</span>
</div>
</li>
<li class="flex items-start">
<i class="fas fa-chevron-right text-blue-400 mt-1 mr-2"></i>
<div>
<span class="text-white font-medium">能力突破：</span>
<span class="text-gray-300">谷歌GameNGen实现<span class="text-yellow-400 font-bold">20fps实时生成3D画面</span>，NeRF+Diffusion模型将3D建模效率提升<span class="text-yellow-400 font-bold">50倍</span>（GDC 2024数据）。</span>
</div>
</li>
</ul>
</div>
<div>
<h4 class="text-lg font-medium text-purple-300 mb-3">需求端</h4>
<ul class="space-y-3">
<li class="flex items-start">
<i class="fas fa-chevron-right text-blue-400 mt-1 mr-2"></i>
<div>
<span class="text-white font-medium">付费验证：</span>
<span class="text-gray-300">AI陪伴类NPC在《逆水寒》中使<span class="text-yellow-400 font-bold">ARPPU提升15%</span>（网易路演），验证用户付费意愿。</span>
</div>
</li>
<li class="flex items-start">
<i class="fas fa-chevron-right text-blue-400 mt-1 mr-2"></i>
<div>
<span class="text-white font-medium">品类缺口：</span>
<span class="text-gray-300">D&D、乙女向等<span class="text-yellow-400 font-bold">低商业化品类</span>通过AI交互实现价值重估（方正证券观点）。</span>
</div>
</li>
</ul>
</div>
</div>
<h3 class="text-xl font-semibold text-blue-300 mb-4">市场热度与情绪</h3>
<div class="grid grid-cols-1 md:grid-cols-2 gap-4 mb-6">
<div class="bg-gradient-to-r from-blue-900/20 to-indigo-900/20 p-4 rounded-lg">
<h4 class="text-lg font-medium text-blue-300 mb-2">研报密度</h4>
<p class="text-gray-300">2024Q4以来AI游戏相关研报<span class="text-yellow-400 font-bold">月均15篇</span>（vs 2023全年仅8篇），情绪从"概念"转向"订单验证"。</p>
</div>
<div class="bg-gradient-to-r from-blue-900/20 to-indigo-900/20 p-4 rounded-lg">
<h4 class="text-lg font-medium text-blue-300 mb-2">资金动向</h4>
<p class="text-gray-300">游戏ETF在GDC 2025前<span class="text-yellow-400 font-bold">两周流入12亿元</span>（华福数据），机构持仓比例升至<span class="text-yellow-400 font-bold">18%</span>（2023年为5%）。</p>
</div>
</div>
<h3 class="text-xl font-semibold text-blue-300 mb-4">预期差分析</h3>
<div class="bg-gradient-to-br from-purple-900/20 to-pink-900/20 p-5 rounded-lg border border-purple-500/30">
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
<div>
<h4 class="text-lg font-medium text-purple-300 mb-2">市场共识</h4>
<p class="text-gray-300 text-lg">AI = 降本工具（美术替代）</p>
</div>
<div>
<h4 class="text-lg font-medium text-purple-300 mb-2">预期差</h4>
<p class="text-gray-300"><span class="text-yellow-400 font-bold">AI原生玩法</span>（如实时语音推理、千人千面剧情）可能创造<span class="text-yellow-400 font-bold">新付费场景</span>，但当前估值未充分反映（恺英网络PE仅<span class="text-yellow-400 font-bold">16倍</span>，低于2022年云游戏炒作期35倍）。</p>
</div>
</div>
</div>
</div>
<!-- 关键催化剂与未来发展路径 -->
<div class="glass-card rounded-2xl p-6 mb-8">
<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
<i class="fas fa-rocket text-green-400 mr-3"></i>
关键催化剂与未来发展路径
</h2>
<h3 class="text-xl font-semibold text-blue-300 mb-4">近期催化剂（3-6个月）</h3>
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
<div class="bg-gradient-to-br from-green-900/20 to-teal-900/20 p-5 rounded-lg border border-green-500/30">
<h4 class="text-lg font-medium text-green-300 mb-3">产品落地</h4>
<ul class="space-y-3">
<li class="flex items-start">
<i class="fas fa-gamepad text-green-400 mt-1 mr-2"></i>
<div>
<span class="text-white font-medium">《Whispers From The Star》</span>
<span class="text-gray-300">（Anuttacon）Q2公测，若DAU破百万将验证AI原生游戏商业模型。</span>
</div>
</li>
<li class="flex items-start">
<i class="fas fa-gamepad text-green-400 mt-1 mr-2"></i>
<div>
<span class="text-white font-medium">巨人网络《太空杀》</span>
<span class="text-gray-300">AI玩法全量上线，需跟踪<span class="text-yellow-400 font-bold">次留>40%</span>（当前灰度测试数据）。</span>
</div>
</li>
</ul>
</div>
<div class="bg-gradient-to-br from-green-900/20 to-teal-900/20 p-5 rounded-lg border border-green-500/30">
<h4 class="text-lg font-medium text-green-300 mb-3">技术节点</h4>
<ul class="space-y-3">
<li class="flex items-start">
<i class="fas fa-microchip text-green-400 mt-1 mr-2"></i>
<div>
<span class="text-white font-medium">GDC 2025</span>
<span class="text-gray-300">（3月17-21日）或发布<span class="text-yellow-400 font-bold">AI 3D生成工具</span>（Unity/腾讯联合演示）。</span>
</div>
</li>
</ul>
</div>
</div>
<h3 class="text-xl font-semibold text-blue-300 mb-4">长期路径（2025-2027）</h3>
<div class="relative">
<div class="absolute left-0 top-0 bottom-0 w-1 bg-gradient-to-b from-blue-500 to-purple-500 rounded-full"></div>
<div class="ml-8 space-y-8">
<div class="relative">
<div class="absolute -left-10 top-0 w-6 h-6 bg-blue-500 rounded-full flex items-center justify-center">
<span class="text-xs font-bold text-white">1</span>
</div>
<div class="bg-gradient-to-r from-blue-900/20 to-indigo-900/20 p-4 rounded-lg">
<h4 class="text-lg font-medium text-blue-300 mb-2">阶段1（2025）</h4>
<p class="text-gray-300">AI工具普及（美术/代码生成渗透率>80%）</p>
</div>
</div>
<div class="relative">
<div class="absolute -left-10 top-0 w-6 h-6 bg-purple-500 rounded-full flex items-center justify-center">
<span class="text-xs font-bold text-white">2</span>
</div>
<div class="bg-gradient-to-r from-purple-900/20 to-pink-900/20 p-4 rounded-lg">
<h4 class="text-lg font-medium text-purple-300 mb-2">阶段2（2026）</h4>
<p class="text-gray-300">AI原生游戏爆发（预计<span class="text-yellow-400 font-bold">5-10款</span>产品流水破亿）</p>
</div>
</div>
<div class="relative">
<div class="absolute -left-10 top-0 w-6 h-6 bg-pink-500 rounded-full flex items-center justify-center">
<span class="text-xs font-bold text-white">3</span>
</div>
<div class="bg-gradient-to-r from-pink-900/20 to-red-900/20 p-4 rounded-lg">
<h4 class="text-lg font-medium text-pink-300 mb-2">阶段3（2027）</h4>
<p class="text-gray-300">订阅制AI游戏成熟（如《Project Star》推出<span class="text-yellow-400 font-bold">月卡15元</span>模式）</p>
</div>
</div>
</div>
</div>
</div>
<!-- 产业链与核心公司深度剖析 -->
<div class="glass-card rounded-2xl p-6 mb-8">
<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
<i class="fas fa-network-wired text-yellow-400 mr-3"></i>
产业链与核心公司深度剖析
</h2>
<h3 class="text-xl font-semibold text-blue-300 mb-4">产业链图谱</h3>
<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-8">
<div class="bg-gradient-to-br from-blue-900/30 to-indigo-900/30 p-5 rounded-lg border border-blue-500/20">
<h4 class="text-lg font-medium text-blue-300 mb-3">上游</h4>
<p class="text-gray-300">算力（顺网科技、ST华通芜湖中心）、大模型（腾讯混元、网易伏羲）</p>
</div>
<div class="bg-gradient-to-br from-purple-900/30 to-pink-900/30 p-5 rounded-lg border border-purple-500/20">
<h4 class="text-lg font-medium text-purple-300 mb-3">中游</h4>
<p class="text-gray-300">引擎工具（Unity中国、恺英"形意"）</p>
</div>
<div class="bg-gradient-to-br from-green-900/30 to-teal-900/30 p-5 rounded-lg border border-green-500/20">
<h4 class="text-lg font-medium text-green-300 mb-3">下游</h4>
<p class="text-gray-300">游戏厂商（腾讯、网易、巨人、完美世界）</p>
</div>
</div>
<h3 class="text-xl font-semibold text-blue-300 mb-4">核心玩家对比</h3>
<div class="overflow-x-auto">
<table class="w-full text-left border-collapse">
<thead>
<tr class="border-b border-gray-700">
<th class="py-3 px-4 text-blue-300 font-semibold">公司</th>
<th class="py-3 px-4 text-blue-300 font-semibold">技术卡位</th>
<th class="py-3 px-4 text-blue-300 font-semibold">产品进展</th>
<th class="py-3 px-4 text-blue-300 font-semibold">风险点</th>
</tr>
</thead>
<tbody>
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
<td class="py-3 px-4 text-white font-medium">巨人网络</td>
<td class="py-3 px-4 text-gray-300">GiantGPT备案+《太空杀》AI玩法</td>
<td class="py-3 px-4 text-gray-300">灰度测试次留<span class="text-yellow-400 font-bold">45%</span>（路演数据）</td>
<td class="py-3 px-4 text-gray-300">玩法同质化竞争</td>
</tr>
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
<td class="py-3 px-4 text-white font-medium">恺英网络</td>
<td class="py-3 px-4 text-gray-300">投资"自然选择"布局3D AI伴侣</td>
<td class="py-3 px-4 text-gray-300">《龙之谷世界》预约<span class="text-yellow-400 font-bold">380万</span></td>
<td class="py-3 px-4 text-gray-300">新游上线延期风险</td>
</tr>
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
<td class="py-3 px-4 text-white font-medium">完美世界</td>
<td class="py-3 px-4 text-gray-300">虚幻5+AI NPC（《诛仙世界》）</td>
<td class="py-3 px-4 text-gray-300">官网预约<span class="text-yellow-400 font-bold">300万</span></td>
<td class="py-3 px-4 text-gray-300">端游用户规模天花板</td>
</tr>
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
<td class="py-3 px-4 text-white font-medium">盛天网络</td>
<td class="py-3 px-4 text-gray-300">VRACE平台（AI美术/语音/文本）</td>
<td class="py-3 px-4 text-gray-300">《字灵契约》接入豆包AI</td>
<td class="py-3 px-4 text-gray-300">小游戏变现能力待验证</td>
</tr>
</tbody>
</table>
</div>
<h3 class="text-xl font-semibold text-blue-300 mt-8 mb-4">验证与证伪</h3>
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
<div class="bg-gradient-to-br from-green-900/20 to-teal-900/20 p-5 rounded-lg border border-green-500/30">
<h4 class="text-lg font-medium text-green-300 mb-3">印证</h4>
<p class="text-gray-300">巨人网络AI NPC使《太空杀》<span class="text-yellow-400 font-bold">买量成本降低30%</span>（路演披露）。</p>
</div>
<div class="bg-gradient-to-br from-red-900/20 to-orange-900/20 p-5 rounded-lg border border-red-500/30">
<h4 class="text-lg font-medium text-red-300 mb-3">矛盾</h4>
<p class="text-gray-300">研报称AI降本<span class="text-yellow-400 font-bold">20%-50%</span>，但部分厂商反馈实际仅<span class="text-yellow-400 font-bold">10%-15%</span>（因需人工二次优化）。</p>
</div>
</div>
</div>
<!-- 潜在风险与挑战 -->
<div class="glass-card rounded-2xl p-6 mb-8">
<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
<i class="fas fa-exclamation-triangle text-red-400 mr-3"></i>
潜在风险与挑战
</h2>
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
<div class="bg-gradient-to-br from-red-900/20 to-orange-900/20 p-5 rounded-lg border border-red-500/30">
<h4 class="text-lg font-medium text-red-300 mb-3">技术风险</h4>
<p class="text-gray-300"><span class="text-yellow-400 font-bold">3D生成精度不足</span>：NeRF模型在人物面部细节仍需人工修正（路演演示）。</p>
</div>
<div class="bg-gradient-to-br from-red-900/20 to-orange-900/20 p-5 rounded-lg border border-red-500/30">
<h4 class="text-lg font-medium text-red-300 mb-3">商业化风险</h4>
<p class="text-gray-300"><span class="text-yellow-400 font-bold">订阅制接受度</span>：国内玩家对<span class="text-yellow-400 font-bold">15元/月AI剧情包</span>付费意愿待验证（TapTap调研仅<span class="text-yellow-400 font-bold">38%</span>用户接受）。</p>
</div>
<div class="bg-gradient-to-br from-red-900/20 to-orange-900/20 p-5 rounded-lg border border-red-500/30">
<h4 class="text-lg font-medium text-red-300 mb-3">政策风险</h4>
<p class="text-gray-300"><span class="text-yellow-400 font-bold">AI内容审核</span>：实时生成剧情可能触发<span class="text-yellow-400 font-bold">版号追加审查</span>（2024年已有2款AI游戏被要求补充材料）。</p>
</div>
<div class="bg-gradient-to-br from-red-900/20 to-orange-900/20 p-5 rounded-lg border border-red-500/30">
<h4 class="text-lg font-medium text-red-300 mb-3">信息矛盾</h4>
<p class="text-gray-300"><span class="text-yellow-400 font-bold">成本数据分歧</span>：路演称DeepSeek降本90%，但部分厂商实测仅<span class="text-yellow-400 font-bold">60%</span>（因需冗余算力保障稳定性）。</p>
</div>
</div>
</div>
<!-- 综合结论与投资启示 -->
<div class="glass-card rounded-2xl p-6 mb-8">
<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
<i class="fas fa-chart-line text-green-400 mr-3"></i>
综合结论与投资启示
</h2>
<div class="mb-6">
<h3 class="text-xl font-semibold text-blue-300 mb-3">阶段判断</h3>
<div class="bg-gradient-to-r from-blue-900/20 to-purple-900/20 p-5 rounded-lg border border-blue-500/30">
<p class="text-gray-300 text-lg">AI游戏处于<span class="text-yellow-400 font-bold">"技术验证→商业验证"</span>过渡期，<span class="text-green-400 font-bold">非纯主题炒作</span>。</p>
</div>
</div>
<div class="mb-6">
<h3 class="text-xl font-semibold text-blue-300 mb-3">高价值方向</h3>
<div class="space-y-4">
<div class="bg-gradient-to-r from-green-900/20 to-teal-900/20 p-5 rounded-lg border border-green-500/30">
<h4 class="text-lg font-medium text-green-300 mb-2">1. AI原生游戏开发商（巨人网络、Anuttacon）</h4>
<p class="text-gray-300">直接受益于新付费场景。</p>
</div>
<div class="bg-gradient-to-r from-green-900/20 to-teal-900/20 p-5 rounded-lg border border-green-500/30">
<h4 class="text-lg font-medium text-green-300 mb-2">2. AI工具链公司（恺英网络、盛天网络）</h4>
<p class="text-gray-300">技术输出具备规模效应。</p>
</div>
</div>
</div>
<div>
<h3 class="text-xl font-semibold text-blue-300 mb-3">关键跟踪指标</h3>
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
<div class="bg-gradient-to-br from-blue-900/20 to-indigo-900/20 p-4 rounded-lg border border-blue-500/20">
<h4 class="text-lg font-medium text-blue-300 mb-2">产品数据</h4>
<p class="text-gray-300">《Whispers From The Star》公测首月<span class="text-yellow-400 font-bold">DAU/ARPPU</span></p>
</div>
<div class="bg-gradient-to-br from-purple-900/20 to-pink-900/20 p-4 rounded-lg border border-purple-500/20">
<h4 class="text-lg font-medium text-purple-300 mb-2">成本拐点</h4>
<p class="text-gray-300">AI推理成本降至<span class="text-yellow-400 font-bold">0.01元/局</span>（当前0.05元）</p>
</div>
<div class="bg-gradient-to-br from-green-900/20 to-teal-900/20 p-4 rounded-lg border border-green-500/20">
<h4 class="text-lg font-medium text-green-300 mb-2">政策信号</h4>
<p class="text-gray-300">版署对AI生成内容的<span class="text-yellow-400 font-bold">审核周期</span>（当前平均45天 vs 传统游戏30天）</p>
</div>
</div>
</div>
</div>
<!-- 关联股票数据 -->
<div class="glass-card rounded-2xl p-6">
<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
<i class="fas fa-table text-indigo-400 mr-3"></i>
关联股票数据
</h2>
<div class="overflow-x-auto">
<table class="w-full text-left border-collapse">
<thead>
<tr class="border-b border-gray-700">
<th class="py-3 px-4 text-blue-300 font-semibold">股票名称</th>
<th class="py-3 px-4 text-blue-300 font-semibold">分类</th>
<th class="py-3 px-4 text-blue-300 font-semibold">项目/技术</th>
<th class="py-3 px-4 text-blue-300 font-semibold">状态/应用方向</th>
<th class="py-3 px-4 text-blue-300 font-semibold">备注</th>
</tr>
</thead>
<tbody>
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
<td class="py-3 px-4 text-white font-medium">盛天网络</td>
<td class="py-3 px-4 text-gray-300">游戏产品</td>
<td class="py-3 px-4 text-gray-300">底层对接deepseek的社交小游戏</td>
<td class="py-3 px-4 text-gray-300">已完成内部测试</td>
<td class="py-3 px-4 text-gray-300">完成AI社交小游戏开发</td>
</tr>
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
<td class="py-3 px-4 text-white font-medium">紫天科技</td>
<td class="py-3 px-4 text-gray-300">游戏产品</td>
<td class="py-3 px-4 text-gray-300">全AI交互类侦探游戏《大侦探智斗小AI》</td>
<td class="py-3 px-4 text-gray-300">-</td>
<td class="py-3 px-4 text-gray-300">-</td>
</tr>
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
<td class="py-3 px-4 text-white font-medium">名臣健康</td>
<td class="py-3 px-4 text-gray-300">游戏产品</td>
<td class="py-3 px-4 text-gray-300">AI游戏《境·界刀鸣》</td>
<td class="py-3 px-4 text-gray-300">-</td>
<td class="py-3 px-4 text-gray-300">-</td>
</tr>
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
<td class="py-3 px-4 text-white font-medium">恒信东方</td>
<td class="py-3 px-4 text-gray-300">游戏产品</td>
<td class="py-3 px-4 text-gray-300">AI互动剧情游戏《山海之道》</td>
<td class="py-3 px-4 text-gray-300">-</td>
<td class="py-3 px-4 text-gray-300">-</td>
</tr>
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
<td class="py-3 px-4 text-white font-medium">游族网络</td>
<td class="py-3 px-4 text-gray-300">游戏产品</td>
<td class="py-3 px-4 text-gray-300">AI玩伴类产品'代号小游酱'</td>
<td class="py-3 px-4 text-gray-300">-</td>
<td class="py-3 px-4 text-gray-300">-</td>
</tr>
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
<td class="py-3 px-4 text-white font-medium">电魂网络</td>
<td class="py-3 px-4 text-gray-300">开发平台</td>
<td class="py-3 px-4 text-gray-300">游戏人工智能联合实验室</td>
<td class="py-3 px-4 text-gray-300">AI经济机器人/智能NPC</td>
<td class="py-3 px-4 text-gray-300">-</td>
</tr>
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
<td class="py-3 px-4 text-white font-medium">掌趣科技</td>
<td class="py-3 px-4 text-gray-300">开发平台</td>
<td class="py-3 px-4 text-gray-300">腾讯系AI游戏创作平台</td>
<td class="py-3 px-4 text-gray-300">开发中</td>
<td class="py-3 px-4 text-gray-300">-</td>
</tr>
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
<td class="py-3 px-4 text-white font-medium">神州泰岳</td>
<td class="py-3 px-4 text-gray-300">开发平台</td>
<td class="py-3 px-4 text-gray-300">自主研发NLP开发平台</td>
<td class="py-3 px-4 text-gray-300">-</td>
<td class="py-3 px-4 text-gray-300">-</td>
</tr>
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
<td class="py-3 px-4 text-white font-medium">恺英网络</td>
<td class="py-3 px-4 text-gray-300">开发平台</td>
<td class="py-3 px-4 text-gray-300">子公司智能NPC算法</td>
<td class="py-3 px-4 text-gray-300">获备案</td>
<td class="py-3 px-4 text-gray-300">-</td>
</tr>
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
<td class="py-3 px-4 text-white font-medium">完美世界</td>
<td class="py-3 px-4 text-gray-300">开发平台</td>
<td class="py-3 px-4 text-gray-300">AI技术</td>
<td class="py-3 px-4 text-gray-300">应用于游戏智能</td>
<td class="py-3 px-4 text-gray-300">-</td>
</tr>
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
<td class="py-3 px-4 text-white font-medium">巨人网络</td>
<td class="py-3 px-4 text-gray-300">开发平台</td>
<td class="py-3 px-4 text-gray-300">GiantGPT</td>
<td class="py-3 px-4 text-gray-300">打造陪伴型智能NPC</td>
<td class="py-3 px-4 text-gray-300">-</td>
</tr>
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
<td class="py-3 px-4 text-white font-medium">冰川网络</td>
<td class="py-3 px-4 text-gray-300">开发平台</td>
<td class="py-3 px-4 text-gray-300">研究方向</td>
<td class="py-3 px-4 text-gray-300">AI角色生成/NPC智能化训练</td>
<td class="py-3 px-4 text-gray-300">-</td>
</tr>
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
<td class="py-3 px-4 text-white font-medium">ST华通</td>
<td class="py-3 px-4 text-gray-300">开发平台</td>
<td class="py-3 px-4 text-gray-300">应用领域</td>
<td class="py-3 px-4 text-gray-300">智能客服系统/智能NPC</td>
<td class="py-3 px-4 text-gray-300">-</td>
</tr>
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
<td class="py-3 px-4 text-white font-medium">星辉娱乐</td>
<td class="py-3 px-4 text-gray-300">开发平台</td>
<td class="py-3 px-4 text-gray-300">技术应用</td>
<td class="py-3 px-4 text-gray-300">AI绘图/场景建模/智能NPC</td>
<td class="py-3 px-4 text-gray-300">-</td>
</tr>
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
<td class="py-3 px-4 text-white font-medium">游族网络</td>
<td class="py-3 px-4 text-gray-300">开发平台</td>
<td class="py-3 px-4 text-gray-300">AI创新院</td>
<td class="py-3 px-4 text-gray-300">AIGC和AI赋能游戏全球化</td>
<td class="py-3 px-4 text-gray-300">-</td>
</tr>
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
<td class="py-3 px-4 text-white font-medium">宝通科技</td>
<td class="py-3 px-4 text-gray-300">开发平台</td>
<td class="py-3 px-4 text-gray-300">广告AI投放平台及AIGC绘画系统</td>
<td class="py-3 px-4 text-gray-300">-</td>
<td class="py-3 px-4 text-gray-300">-</td>
</tr>
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
<td class="py-3 px-4 text-white font-medium">汤姆猫</td>
<td class="py-3 px-4 text-gray-300">开发平台</td>
<td class="py-3 px-4 text-gray-300">VertexAI平台</td>
<td class="py-3 px-4 text-gray-300">接入Google大模型</td>
<td class="py-3 px-4 text-gray-300">-</td>
</tr>
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
<td class="py-3 px-4 text-white font-medium">昆仑万维</td>
<td class="py-3 px-4 text-gray-300">工具/模型</td>
<td class="py-3 px-4 text-gray-300">AI大模型+AI游戏《ClubKoala》</td>
<td class="py-3 px-4 text-gray-300">-</td>
<td class="py-3 px-4 text-gray-300">-</td>
</tr>
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
<td class="py-3 px-4 text-white font-medium">盛天网络</td>
<td class="py-3 px-4 text-gray-300">工具/模型</td>
<td class="py-3 px-4 text-gray-300">接入字节跳动豆包AI工具</td>
<td class="py-3 px-4 text-gray-300">-</td>
<td class="py-3 px-4 text-gray-300">-</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: "#3b82f6",
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>
```