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public/htmls/AI PC新时代.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>AI PC新时代 - 行业洞察与投资分析</title>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css" />
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<!-- Tailwind CSS -->
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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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<!-- DaisyUI -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet" type="text/css" />
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<style>
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body {
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font-family: '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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color: #e2e8f0;
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}
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.gradient-text {
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background: linear-gradient(90deg, #3b82f6, #8b5cf6);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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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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.progress-bar {
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background: linear-gradient(90deg, #3b82f6, #8b5cf6);
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}
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.table-container {
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overflow-x: auto;
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-webkit-overflow-scrolling: touch;
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}
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.table-container::-webkit-scrollbar {
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height: 8px;
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}
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.table-container::-webkit-scrollbar-track {
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background: rgba(30, 41, 59, 0.3);
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border-radius: 4px;
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}
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.table-container::-webkit-scrollbar-thumb {
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background: rgba(59, 130, 246, 0.5);
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border-radius: 4px;
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}
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.table-container::-webkit-scrollbar-thumb:hover {
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background: rgba(59, 130, 246, 0.7);
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}
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@media (max-width: 768px) {
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.table-container {
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font-size: 0.875rem;
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}
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}
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.tech-pattern {
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background-image:
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radial-gradient(circle at 20% 50%, rgba(59, 130, 246, 0.1) 0%, transparent 50%),
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radial-gradient(circle at 80% 80%, rgba(139, 92, 246, 0.1) 0%, transparent 50%),
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radial-gradient(circle at 40% 20%, rgba(14, 165, 233, 0.1) 0%, transparent 50%);
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}
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</style>
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</head>
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<body class="tech-pattern">
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题部分 -->
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<header class="mb-12 text-center">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">AI PC新时代</h1>
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<p class="text-xl text-slate-300 max-w-3xl mx-auto">从技术验证到商业化落地，AI PC引领个人计算革命</p>
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<div class="mt-6 flex justify-center space-x-4">
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<span class="px-4 py-2 bg-blue-500/20 text-blue-300 rounded-full text-sm">
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<i class="fas fa-microchip mr-2"></i>2024年AI PC元年
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</span>
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<span class="px-4 py-2 bg-purple-500/20 text-purple-300 rounded-full text-sm">
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<i class="fas fa-chart-line mr-2"></i>渗透率快速增长
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</span>
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</div>
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</header>
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<!-- 核心观点摘要 -->
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<section class="mb-12">
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<div class="card-bg rounded-2xl p-6 md:p-8 shadow-xl">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-lightbulb text-yellow-400 mr-3"></i>
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核心观点摘要
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</h2>
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<div class="grid md:grid-cols-3 gap-6">
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<div class="bg-slate-800/50 p-5 rounded-xl">
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<h3 class="text-lg font-semibold text-blue-400 mb-3">当前阶段</h3>
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<p class="text-slate-300">AI PC处于"技术验证→商业化落地"过渡期，2024年是硬件放量元年，2025-2026年将进入渗透率快速提升阶段。</p>
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</div>
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<div class="bg-slate-800/50 p-5 rounded-xl">
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<h3 class="text-lg font-semibold text-purple-400 mb-3">核心驱动力</h3>
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<p class="text-slate-300">硬件算力突破（NPU集成）+ 软件生态成熟（Copilot/本地大模型）+ 换机周期共振（2020-2021年购机潮进入换机窗口）。</p>
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</div>
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<div class="bg-slate-800/50 p-5 rounded-xl">
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<h3 class="text-lg font-semibold text-green-400 mb-3">未来潜力</h3>
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<p class="text-slate-300">2027年全球AI PC渗透率或达60%，中国市场更激进（85%），市场规模有望突破千亿美元。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- 关键数据亮点 -->
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<section class="mb-12">
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<div class="card-bg rounded-2xl p-6 md:p-8 shadow-xl">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-chart-bar text-green-400 mr-3"></i>
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关键数据亮点
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</h2>
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<div class="grid md:grid-cols-2 lg:grid-cols-4 gap-6">
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<div class="text-center">
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<div class="text-3xl font-bold text-blue-400 mb-2">34 TOPS</div>
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<p class="text-slate-400 text-sm">英特尔Meteor Lake NPU算力</p>
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</div>
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<div class="text-center">
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<div class="text-3xl font-bold text-purple-400 mb-2">1330万台</div>
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<p class="text-slate-400 text-sm">2024年Q3 AI PC出货量</p>
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</div>
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<div class="text-center">
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<div class="text-3xl font-bold text-green-400 mb-2">20%</div>
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<p class="text-slate-400 text-sm">占PC总出货量比例</p>
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</div>
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<div class="text-center">
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<div class="text-3xl font-bold text-yellow-400 mb-2">50%</div>
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<p class="text-slate-400 text-sm">2026年预计市场份额</p>
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</div>
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</div>
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</div>
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</section>
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<!-- 核心驱动力分析 -->
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<section class="mb-12">
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<div class="card-bg rounded-2xl p-6 md:p-8 shadow-xl">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-cogs text-blue-400 mr-3"></i>
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核心驱动力分析
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</h2>
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<div class="space-y-6">
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<div class="border-l-4 border-blue-500 pl-4">
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<h3 class="text-xl font-semibold mb-3 text-blue-400">技术突破</h3>
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<ul class="space-y-2 text-slate-300">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<span><strong>NPU成为标配</strong>：英特尔Meteor Lake（34 TOPS）、AMD Strix Point（50 TOPS）、高通X Elite（75 TOPS）均集成NPU</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<span><strong>模型压缩技术</strong>：联想将200亿参数大模型压缩至4GB本地运行，解决端侧算力瓶颈</span>
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</li>
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</ul>
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</div>
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<div class="border-l-4 border-purple-500 pl-4">
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<h3 class="text-xl font-semibold mb-3 text-purple-400">需求场景刚性化</h3>
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<ul class="space-y-2 text-slate-300">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<span><strong>B端</strong>：企业数据安全需求（如联想展示的本地会议纪要生成）</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<span><strong>C端</strong>：游戏/办公效率提升（如AI实时攻略、PPT自动生成）</span>
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</li>
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</ul>
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</div>
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<div class="border-l-4 border-green-500 pl-4">
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<h3 class="text-xl font-semibold mb-3 text-green-400">政策与生态</h3>
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<ul class="space-y-2 text-slate-300">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<span>微软Copilot+PC定义标准，Windows 12或强制40 TOPS算力要求，倒逼换机</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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</section>
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<!-- 关联股票数据表格 -->
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<section class="mb-12">
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<div class="card-bg rounded-2xl p-6 md:p-8 shadow-xl">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-table text-purple-400 mr-3"></i>
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关联股票数据
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</h2>
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<!-- AI PC(240321) 表格 -->
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-blue-400">AI PC(240321)</h3>
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<div class="table-container">
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<table class="w-full text-sm">
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<thead>
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<tr class="border-b border-slate-700">
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<th class="text-left py-3 px-4 text-slate-400 font-semibold">股票名称</th>
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<th class="text-left py-3 px-4 text-slate-400 font-semibold">行业</th>
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<th class="text-left py-3 px-4 text-slate-400 font-semibold">项目</th>
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<th class="text-left py-3 px-4 text-slate-400 font-semibold">产业链</th>
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<th class="text-left py-3 px-4 text-slate-400 font-semibold">关联理由</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b border-slate-800 hover:bg-slate-800/30">
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<td class="py-3 px-4 text-slate-300">联想集团（港）</td>
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<td class="py-3 px-4 text-slate-300">整机</td>
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<td class="py-3 px-4 text-slate-300">AI PC创新峰会</td>
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<td class="py-3 px-4 text-slate-300">AMD合作厂商</td>
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<td class="py-3 px-4 text-slate-300">AMD将在北京召开AI PC创新峰会，联想作为整机厂商参与</td>
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</tr>
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<tr class="border-b border-slate-800 hover:bg-slate-800/30">
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<td class="py-3 px-4 text-slate-300">亿道信息</td>
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<td class="py-3 px-4 text-slate-300">整机</td>
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<td class="py-3 px-4 text-slate-300">AI PC创新峰会</td>
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<td class="py-3 px-4 text-slate-300">AMD合作厂商</td>
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<td class="py-3 px-4 text-slate-300">AMD将在北京召开AI PC创新峰会，亿道信息作为整机厂商参与</td>
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</tr>
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<tr class="border-b border-slate-800 hover:bg-slate-800/30">
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<td class="py-3 px-4 text-slate-300">雷神科技</td>
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<td class="py-3 px-4 text-slate-300">整机</td>
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<td class="py-3 px-4 text-slate-300">AI PC创新峰会</td>
|
||||
<td class="py-3 px-4 text-slate-300">AMD合作厂商</td>
|
||||
<td class="py-3 px-4 text-slate-300">AMD将在北京召开AI PC创新峰会，雷神科技作为整机厂商参与</td>
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</tr>
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<tr class="border-b border-slate-800 hover:bg-slate-800/30">
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<td class="py-3 px-4 text-slate-300">华勤技术</td>
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<td class="py-3 px-4 text-slate-300">ODM代工</td>
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<td class="py-3 px-4 text-slate-300">AI PC创新峰会</td>
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||||
<td class="py-3 px-4 text-slate-300">微软Surface代工</td>
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<td class="py-3 px-4 text-slate-300">微软将发布Surface Pro 10和Surface Laptop 6，华勤技术为ODM代工厂商</td>
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</tr>
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<tr class="border-b border-slate-800 hover:bg-slate-800/30">
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<td class="py-3 px-4 text-slate-300">软通动力</td>
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<td class="py-3 px-4 text-slate-300">鸿蒙PC</td>
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<td class="py-3 px-4 text-slate-300">鸿蒙系统适配</td>
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<td class="py-3 px-4 text-slate-300">华为生态合作</td>
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<td class="py-3 px-4 text-slate-300">鸿蒙PC生态建设推动AI PC发展</td>
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</tr>
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<tr class="border-b border-slate-800 hover:bg-slate-800/30">
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<td class="py-3 px-4 text-slate-300">智微智能</td>
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||||
<td class="py-3 px-4 text-slate-300">鸿蒙PC</td>
|
||||
<td class="py-3 px-4 text-slate-300">鸿蒙系统适配</td>
|
||||
<td class="py-3 px-4 text-slate-300">华为生态合作</td>
|
||||
<td class="py-3 px-4 text-slate-300">鸿蒙PC生态建设推动AI PC发展</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">翰博高新</td>
|
||||
<td class="py-3 px-4 text-slate-300">显示面板</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC显示技术</td>
|
||||
<td class="py-3 px-4 text-slate-300">面板供应商</td>
|
||||
<td class="py-3 px-4 text-slate-300">显示面板技术升级支持AI PC发展</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">伟时电子</td>
|
||||
<td class="py-3 px-4 text-slate-300">显示面板</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC显示技术</td>
|
||||
<td class="py-3 px-4 text-slate-300">面板供应商</td>
|
||||
<td class="py-3 px-4 text-slate-300">显示面板技术升级支持AI PC发展</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">龙腾光电</td>
|
||||
<td class="py-3 px-4 text-slate-300">显示面板</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC显示技术</td>
|
||||
<td class="py-3 px-4 text-slate-300">面板供应商</td>
|
||||
<td class="py-3 px-4 text-slate-300">显示面板技术升级支持AI PC发展</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">大为股份</td>
|
||||
<td class="py-3 px-4 text-slate-300">存储</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC存储方案</td>
|
||||
<td class="py-3 px-4 text-slate-300">存储芯片供应商</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC对高性能存储需求提升</td>
|
||||
</tr>
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||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">佰维存储</td>
|
||||
<td class="py-3 px-4 text-slate-300">存储</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC存储方案</td>
|
||||
<td class="py-3 px-4 text-slate-300">存储芯片供应商</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC对高性能存储需求提升</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">德明利</td>
|
||||
<td class="py-3 px-4 text-slate-300">存储</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC存储方案</td>
|
||||
<td class="py-3 px-4 text-slate-300">存储芯片供应商</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC对高性能存储需求提升</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">香农芯创</td>
|
||||
<td class="py-3 px-4 text-slate-300">存储</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC存储方案</td>
|
||||
<td class="py-3 px-4 text-slate-300">存储芯片供应商</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC对高性能存储需求提升</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">江波龙</td>
|
||||
<td class="py-3 px-4 text-slate-300">存储</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC存储方案</td>
|
||||
<td class="py-3 px-4 text-slate-300">存储芯片供应商</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC对高性能存储需求提升</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">同有科技</td>
|
||||
<td class="py-3 px-4 text-slate-300">存储</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC存储方案</td>
|
||||
<td class="py-3 px-4 text-slate-300">存储芯片供应商</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC对高性能存储需求提升</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">朗科科技</td>
|
||||
<td class="py-3 px-4 text-slate-300">存储</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC存储方案</td>
|
||||
<td class="py-3 px-4 text-slate-300">存储芯片供应商</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC对高性能存储需求提升</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">万润科技</td>
|
||||
<td class="py-3 px-4 text-slate-300">存储</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC存储方案</td>
|
||||
<td class="py-3 px-4 text-slate-300">存储芯片供应商</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC对高性能存储需求提升</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">智迪科技</td>
|
||||
<td class="py-3 px-4 text-slate-300">外设/键鼠</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC外设</td>
|
||||
<td class="py-3 px-4 text-slate-300">外设供应商</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC配套外设需求</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">雷柏科技</td>
|
||||
<td class="py-3 px-4 text-slate-300">外设/键鼠</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC外设</td>
|
||||
<td class="py-3 px-4 text-slate-300">外设供应商</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC配套外设需求</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">传艺科技</td>
|
||||
<td class="py-3 px-4 text-slate-300">外设/键鼠</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC外设</td>
|
||||
<td class="py-3 px-4 text-slate-300">外设供应商</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC配套外设需求</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">春秋电子</td>
|
||||
<td class="py-3 px-4 text-slate-300">结构件</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC结构件</td>
|
||||
<td class="py-3 px-4 text-slate-300">结构件供应商</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC结构设计需求</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">胜利精密</td>
|
||||
<td class="py-3 px-4 text-slate-300">结构件</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC结构件</td>
|
||||
<td class="py-3 px-4 text-slate-300">结构件供应商</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC结构设计需求</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">英力股份</td>
|
||||
<td class="py-3 px-4 text-slate-300">结构件</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC结构件</td>
|
||||
<td class="py-3 px-4 text-slate-300">结构件供应商</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC结构设计需求</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">信音电子</td>
|
||||
<td class="py-3 px-4 text-slate-300">结构件</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC结构件</td>
|
||||
<td class="py-3 px-4 text-slate-300">结构件供应商</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC结构设计需求</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">隆扬电子</td>
|
||||
<td class="py-3 px-4 text-slate-300">结构件</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC结构件</td>
|
||||
<td class="py-3 px-4 text-slate-300">结构件供应商</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC结构设计需求</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">万祥科技</td>
|
||||
<td class="py-3 px-4 text-slate-300">结构件</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC结构件</td>
|
||||
<td class="py-3 px-4 text-slate-300">结构件供应商</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC结构设计需求</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">光大同创</td>
|
||||
<td class="py-3 px-4 text-slate-300">碳纤维</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC材料</td>
|
||||
<td class="py-3 px-4 text-slate-300">碳纤维供应商</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC轻量化材料需求</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">珠海冠宇</td>
|
||||
<td class="py-3 px-4 text-slate-300">电池</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC电池</td>
|
||||
<td class="py-3 px-4 text-slate-300">电池供应商</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC续航需求</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">飞荣达</td>
|
||||
<td class="py-3 px-4 text-slate-300">散热</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC散热</td>
|
||||
<td class="py-3 px-4 text-slate-300">散热解决方案</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC散热需求</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">中石科技</td>
|
||||
<td class="py-3 px-4 text-slate-300">散热</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC散热</td>
|
||||
<td class="py-3 px-4 text-slate-300">散热解决方案</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC散热需求</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">思泉新材</td>
|
||||
<td class="py-3 px-4 text-slate-300">散热</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC散热</td>
|
||||
<td class="py-3 px-4 text-slate-300">散热解决方案</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC散热需求</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">超频三</td>
|
||||
<td class="py-3 px-4 text-slate-300">散热</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC散热</td>
|
||||
<td class="py-3 px-4 text-slate-300">散热解决方案</td>
|
||||
<td class="py-3 px-4 text-slate-300">AI PC散热需求</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- AIPC(240107) 表格 -->
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold mb-4 text-purple-400">AIPC(240107)</h3>
|
||||
<div class="table-container">
|
||||
<table class="w-full text-sm">
|
||||
<thead>
|
||||
<tr class="border-b border-slate-700">
|
||||
<th class="text-left py-3 px-4 text-slate-400 font-semibold">股票名称</th>
|
||||
<th class="text-left py-3 px-4 text-slate-400 font-semibold">行业/产业链</th>
|
||||
<th class="text-left py-3 px-4 text-slate-400 font-semibold">业务占比/客户</th>
|
||||
<th class="text-left py-3 px-4 text-slate-400 font-semibold">关联理由</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">智迪科技</td>
|
||||
<td class="py-3 px-4 text-slate-300">键盘</td>
|
||||
<td class="py-3 px-4 text-slate-300">22年键盘收入5.02亿，占营收比53%</td>
|
||||
<td class="py-3 px-4 text-slate-300">公司键盘业务占营收过半，为核心业务</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">传艺科技</td>
|
||||
<td class="py-3 px-4 text-slate-300">键盘</td>
|
||||
<td class="py-3 px-4 text-slate-300">10.06亿，55%</td>
|
||||
<td class="py-3 px-4 text-slate-300">键盘业务收入及占比</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">雷柏科技</td>
|
||||
<td class="py-3 px-4 text-slate-300">键盘</td>
|
||||
<td class="py-3 px-4 text-slate-300">-</td>
|
||||
<td class="py-3 px-4 text-slate-300">键盘制造企业</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">汇创达</td>
|
||||
<td class="py-3 px-4 text-slate-300">键盘</td>
|
||||
<td class="py-3 px-4 text-slate-300">-</td>
|
||||
<td class="py-3 px-4 text-slate-300">键盘相关业务</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">春秋电子</td>
|
||||
<td class="py-3 px-4 text-slate-300">键盘</td>
|
||||
<td class="py-3 px-4 text-slate-300">-</td>
|
||||
<td class="py-3 px-4 text-slate-300">键盘制造企业</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">联想集团</td>
|
||||
<td class="py-3 px-4 text-slate-300">整机及ODM</td>
|
||||
<td class="py-3 px-4 text-slate-300">-</td>
|
||||
<td class="py-3 px-4 text-slate-300">整机及ODM厂商</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">闻泰科技</td>
|
||||
<td class="py-3 px-4 text-slate-300">整机及ODM</td>
|
||||
<td class="py-3 px-4 text-slate-300">-</td>
|
||||
<td class="py-3 px-4 text-slate-300">ODM龙头企业</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">华勤技术</td>
|
||||
<td class="py-3 px-4 text-slate-300">整机及ODM</td>
|
||||
<td class="py-3 px-4 text-slate-300">-</td>
|
||||
<td class="py-3 px-4 text-slate-300">ODM核心企业</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">艺道信息</td>
|
||||
<td class="py-3 px-4 text-slate-300">整机及ODM</td>
|
||||
<td class="py-3 px-4 text-slate-300">-</td>
|
||||
<td class="py-3 px-4 text-slate-300">ODM相关企业</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">光大同创</td>
|
||||
<td class="py-3 px-4 text-slate-300">零部件</td>
|
||||
<td class="py-3 px-4 text-slate-300">联想</td>
|
||||
<td class="py-3 px-4 text-slate-300">零部件供应商，联想供应链企业</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">春秋电子</td>
|
||||
<td class="py-3 px-4 text-slate-300">零部件</td>
|
||||
<td class="py-3 px-4 text-slate-300">-</td>
|
||||
<td class="py-3 px-4 text-slate-300">零部件制造</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">领益智造</td>
|
||||
<td class="py-3 px-4 text-slate-300">零部件</td>
|
||||
<td class="py-3 px-4 text-slate-300">-</td>
|
||||
<td class="py-3 px-4 text-slate-300">消费电子零部件</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">瀚博高新</td>
|
||||
<td class="py-3 px-4 text-slate-300">零部件</td>
|
||||
<td class="py-3 px-4 text-slate-300">-</td>
|
||||
<td class="py-3 px-4 text-slate-300">半导体零部件</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">莱宝高科</td>
|
||||
<td class="py-3 px-4 text-slate-300">零部件</td>
|
||||
<td class="py-3 px-4 text-slate-300">-</td>
|
||||
<td class="py-3 px-4 text-slate-300">显示模组零部件</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">芯海科技</td>
|
||||
<td class="py-3 px-4 text-slate-300">IC设计</td>
|
||||
<td class="py-3 px-4 text-slate-300">华为</td>
|
||||
<td class="py-3 px-4 text-slate-300">IC设计企业，华为供应商</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">龙迅股份</td>
|
||||
<td class="py-3 px-4 text-slate-300">IC设计</td>
|
||||
<td class="py-3 px-4 text-slate-300">-</td>
|
||||
<td class="py-3 px-4 text-slate-300">IC设计企业</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">澜起科技</td>
|
||||
<td class="py-3 px-4 text-slate-300">Intel</td>
|
||||
<td class="py-3 px-4 text-slate-300">-</td>
|
||||
<td class="py-3 px-4 text-slate-300">Intel生态合作伙伴</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">聚辰股份</td>
|
||||
<td class="py-3 px-4 text-slate-300">Intel</td>
|
||||
<td class="py-3 px-4 text-slate-300">-</td>
|
||||
<td class="py-3 px-4 text-slate-300">内存接口芯片</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">通富微电</td>
|
||||
<td class="py-3 px-4 text-slate-300">AMD</td>
|
||||
<td class="py-3 px-4 text-slate-300">-</td>
|
||||
<td class="py-3 px-4 text-slate-300">AMD封测供应商</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">光大同创</td>
|
||||
<td class="py-3 px-4 text-slate-300">联想</td>
|
||||
<td class="py-3 px-4 text-slate-300">-</td>
|
||||
<td class="py-3 px-4 text-slate-300">联想供应链企业</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">芯海科技</td>
|
||||
<td class="py-3 px-4 text-slate-300">华为</td>
|
||||
<td class="py-3 px-4 text-slate-300">-</td>
|
||||
<td class="py-3 px-4 text-slate-300">华为生态合作伙伴</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">华勤技术</td>
|
||||
<td class="py-3 px-4 text-slate-300">华为</td>
|
||||
<td class="py-3 px-4 text-slate-300">-</td>
|
||||
<td class="py-3 px-4 text-slate-300">华为ODM供应商</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">软通动力</td>
|
||||
<td class="py-3 px-4 text-slate-300">华为</td>
|
||||
<td class="py-3 px-4 text-slate-300">-</td>
|
||||
<td class="py-3 px-4 text-slate-300">华为软件服务</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">隆扬电子</td>
|
||||
<td class="py-3 px-4 text-slate-300">苹果</td>
|
||||
<td class="py-3 px-4 text-slate-300">-</td>
|
||||
<td class="py-3 px-4 text-slate-300">苹果供应链</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||||
<td class="py-3 px-4 text-slate-300">珠海冠宇</td>
|
||||
<td class="py-3 px-4 text-slate-300">苹果</td>
|
||||
<td class="py-3 px-4 text-slate-300">-</td>
|
||||
<td class="py-3 px-4 text-slate-300">苹果电池供应商</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 产业链分析 -->
|
||||
<section class="mb-12">
|
||||
<div class="card-bg rounded-2xl p-6 md:p-8 shadow-xl">
|
||||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||||
<i class="fas fa-sitemap text-green-400 mr-3"></i>
|
||||
产业链分析
|
||||
</h2>
|
||||
<div class="grid md:grid-cols-3 gap-6">
|
||||
<div class="bg-gradient-to-br from-blue-900/30 to-blue-700/20 p-6 rounded-xl">
|
||||
<h3 class="text-xl font-semibold mb-4 text-blue-400">上游</h3>
|
||||
<ul class="space-y-2 text-slate-300">
|
||||
<li class="flex items-center">
|
||||
<i class="fas fa-microchip text-blue-400 mr-2"></i>
|
||||
<span>芯片（Intel/AMD/高通）</span>
|
||||
</li>
|
||||
<li class="flex items-center">
|
||||
<i class="fas fa-memory text-blue-400 mr-2"></i>
|
||||
<span>存储（澜起科技/佰维存储）</span>
|
||||
</li>
|
||||
<li class="flex items-center">
|
||||
<i class="fas fa-temperature-low text-blue-400 mr-2"></i>
|
||||
<span>散热（思泉新材）</span>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="bg-gradient-to-br from-purple-900/30 to-purple-700/20 p-6 rounded-xl">
|
||||
<h3 class="text-xl font-semibold mb-4 text-purple-400">中游</h3>
|
||||
<ul class="space-y-2 text-slate-300">
|
||||
<li class="flex items-center">
|
||||
<i class="fas fa-industry text-purple-400 mr-2"></i>
|
||||
<span>ODM（华勤技术/闻泰科技）</span>
|
||||
</li>
|
||||
<li class="flex items-center">
|
||||
<i class="fas fa-cube text-purple-400 mr-2"></i>
|
||||
<span>结构件（春秋电子/光大同创）</span>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="bg-gradient-to-br from-green-900/30 to-green-700/20 p-6 rounded-xl">
|
||||
<h3 class="text-xl font-semibold mb-4 text-green-400">下游</h3>
|
||||
<ul class="space-y-2 text-slate-300">
|
||||
<li class="flex items-center">
|
||||
<i class="fas fa-laptop text-green-400 mr-2"></i>
|
||||
<span>品牌厂（联想/惠普/戴尔）</span>
|
||||
</li>
|
||||
<li class="flex items-center">
|
||||
<i class="fas fa-code text-green-400 mr-2"></i>
|
||||
<span>软件（微软Copilot/WPS AI）</span>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 未来发展路径 -->
|
||||
<section class="mb-12">
|
||||
<div class="card-bg rounded-2xl p-6 md:p-8 shadow-xl">
|
||||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||||
<i class="fas fa-road text-purple-400 mr-3"></i>
|
||||
未来发展路径
|
||||
</h2>
|
||||
<div class="space-y-6">
|
||||
<div class="flex items-start">
|
||||
<div class="flex-shrink-0 w-12 h-12 bg-blue-500/20 rounded-full flex items-center justify-center mr-4">
|
||||
<span class="text-blue-400 font-bold">1</span>
|
||||
</div>
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold mb-2 text-blue-400">2024-2025：硬件放量</h3>
|
||||
<p class="text-slate-300">1亿台目标，Intel/AMD/高通三足鼎立</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-start">
|
||||
<div class="flex-shrink-0 w-12 h-12 bg-purple-500/20 rounded-full flex items-center justify-center mr-4">
|
||||
<span class="text-purple-400 font-bold">2</span>
|
||||
</div>
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold mb-2 text-purple-400">2026-2027：软件生态成熟</h3>
|
||||
<p class="text-slate-300">AI原生应用占比>50%，价格下探至5000-6000元主流区间</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-start">
|
||||
<div class="flex-shrink-0 w-12 h-12 bg-green-500/20 rounded-full flex items-center justify-center mr-4">
|
||||
<span class="text-green-400 font-bold">3</span>
|
||||
</div>
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold mb-2 text-green-400">2028+：个人AI助理</h3>
|
||||
<p class="text-slate-300">AI PC成为"个人AI助理"，订阅制服务（如AI OS月费）贡献增量收入</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 潜在风险与挑战 -->
|
||||
<section class="mb-12">
|
||||
<div class="card-bg rounded-2xl p-6 md:p-8 shadow-xl">
|
||||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||||
<i class="fas fa-exclamation-triangle text-yellow-400 mr-3"></i>
|
||||
潜在风险与挑战
|
||||
</h2>
|
||||
<div class="grid md:grid-cols-2 gap-6">
|
||||
<div class="bg-red-900/20 p-5 rounded-xl border border-red-800/30">
|
||||
<h3 class="text-lg font-semibold mb-3 text-red-400">技术风险</h3>
|
||||
<p class="text-slate-300">模型压缩瓶颈：200亿参数模型压缩至4GB后，复杂任务（如视频生成）效果可能打折扣</p>
|
||||
</div>
|
||||
<div class="bg-orange-900/20 p-5 rounded-xl border border-orange-800/30">
|
||||
<h3 class="text-lg font-semibold mb-3 text-orange-400">商业化风险</h3>
|
||||
<p class="text-slate-300">价格敏感：当前AI PC均价1.5万元，下沉市场接受度低（用户调研阈值±660元）</p>
|
||||
</div>
|
||||
<div class="bg-yellow-900/20 p-5 rounded-xl border border-yellow-800/30">
|
||||
<h3 class="text-lg font-semibold mb-3 text-yellow-400">政策与竞争风险</h3>
|
||||
<p class="text-slate-300">国产化替代：鸿蒙PC+龙芯CPU可能挤压Intel/AMD份额，但生态成熟度存疑</p>
|
||||
</div>
|
||||
<div class="bg-purple-900/20 p-5 rounded-xl border border-purple-800/30">
|
||||
<h3 class="text-lg font-semibold mb-3 text-purple-400">信息矛盾</h3>
|
||||
<p class="text-slate-300">出货量预测：Canalys预测2025年1亿台，但IDC仅预测5000万台</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 投资启示 -->
|
||||
<section class="mb-12">
|
||||
<div class="card-bg rounded-2xl p-6 md:p-8 shadow-xl">
|
||||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||||
<i class="fas fa-lightbulb text-green-400 mr-3"></i>
|
||||
投资启示
|
||||
</h2>
|
||||
<div class="bg-gradient-to-r from-green-900/20 to-blue-900/20 p-6 rounded-xl mb-6">
|
||||
<h3 class="text-xl font-semibold mb-4 text-green-400">阶段判断</h3>
|
||||
<p class="text-slate-300">AI PC已从主题炒作（2023年Q4）进入基本面驱动（2024年Q2硬件放量），2025年将进入渗透率加速期</p>
|
||||
</div>
|
||||
|
||||
<div class="space-y-4">
|
||||
<div class="flex items-start">
|
||||
<div class="flex-shrink-0 w-10 h-10 bg-blue-500/20 rounded-full flex items-center justify-center mr-4 mt-1">
|
||||
<i class="fas fa-star text-blue-400"></i>
|
||||
</div>
|
||||
<div>
|
||||
<h4 class="text-lg font-semibold mb-2 text-blue-400">最确定环节：存储升级</h4>
|
||||
<p class="text-slate-300">澜起科技/佰维存储——AI PC内存从16GB→32GB，DDR5接口芯片量价齐升</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="flex items-start">
|
||||
<div class="flex-shrink-0 w-10 h-10 bg-purple-500/20 rounded-full flex items-center justify-center mr-4 mt-1">
|
||||
<i class="fas fa-rocket text-purple-400"></i>
|
||||
</div>
|
||||
<div>
|
||||
<h4 class="text-lg font-semibold mb-2 text-purple-400">弹性最大：结构件轻量化</h4>
|
||||
<p class="text-slate-300">春秋电子/光大同创——镁合金/碳纤维渗透率提升，单机价值量+20%</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="flex items-start">
|
||||
<div class="flex-shrink-0 w-10 h-10 bg-green-500/20 rounded-full flex items-center justify-center mr-4 mt-1">
|
||||
<i class="fas fa-chart-line text-green-400"></i>
|
||||
</div>
|
||||
<div>
|
||||
<h4 class="text-lg font-semibold mb-2 text-green-400">预期差：ODM龙头</h4>
|
||||
<p class="text-slate-300">华勤技术——市场低估其AI PC订单占比（30%），2025年业绩弹性显著</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mt-6 pt-6 border-t border-slate-700">
|
||||
<h4 class="text-lg font-semibold mb-3 text-yellow-400">跟踪指标</h4>
|
||||
<div class="grid md:grid-cols-3 gap-4">
|
||||
<div class="bg-slate-800/50 p-4 rounded-lg">
|
||||
<p class="text-slate-300"><i class="fas fa-laptop text-blue-400 mr-2"></i>联想AI PC月度出货量</p>
|
||||
</div>
|
||||
<div class="bg-slate-800/50 p-4 rounded-lg">
|
||||
<p class="text-slate-300"><i class="fas fa-memory text-purple-400 mr-2"></i>DDR5内存价格</p>
|
||||
</div>
|
||||
<div class="bg-slate-800/50 p-4 rounded-lg">
|
||||
<p class="text-slate-300"><i class="fas fa-calendar text-green-400 mr-2"></i>Windows 12发布时间</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 页脚 -->
|
||||
<footer class="text-center py-8 text-slate-500 text-sm">
|
||||
<p>© 2024 AI PC新时代 - 行业洞察与投资分析</p>
|
||||
</footer>
|
||||
</div>
|
||||
|
||||
<script>
|
||||
// 添加平滑滚动效果
|
||||
document.querySelectorAll('a[href^="#"]').forEach(anchor => {
|
||||
anchor.addEventListener('click', function (e) {
|
||||
e.preventDefault();
|
||||
document.querySelector(this.getAttribute('href')).scrollIntoView({
|
||||
behavior: 'smooth'
|
||||
});
|
||||
});
|
||||
});
|
||||
|
||||
// 添加表格悬停效果
|
||||
document.querySelectorAll('table tr').forEach(row => {
|
||||
row.addEventListener('mouseenter', function() {
|
||||
this.style.backgroundColor = 'rgba(30, 41, 59, 0.5)';
|
||||
});
|
||||
row.addEventListener('mouseleave', function() {
|
||||
this.style.backgroundColor = '';
|
||||
});
|
||||
});
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
```
|
||||
Reference in New Issue
Block a user