{ "hierarchy": [ { "lv1": "人工智能", "lv1_id": "AI", "children": [ { "lv2": "AI算力与基础设施", "lv2_id": "AI_INFRA", "children": [ { "lv3": "AI芯片与硬件", "lv3_id": "AI_CHIP_HARDWARE", "concepts": [ "AI PCB", "AI PCB英伟达M9", "AI一体机", "AI算力芯片", "AI服务器钽电容", "AI芯片", "DeepSeek智算一体机", "HBM", "GPU概念股", "PCB", "PCB设备及耗材", "SRAM存储", "RISC-V", "TPU芯片", "一体机核心标的弹性测算", "中昊芯英概念股", "功率半导体", "国产算力芯片", "国产GPU", "存储芯片产业", "存储", "存储芯片", "摩尔线程", "摩尔线程IPO", "改良型半加成工艺mSAP", "昇腾推理一体机", "服务器", "服务器零部件", "沐曦集成", "忆阻器", "电池备份单元", "超级电容器", "钽电容", "阿里AI芯片", "英伟达概念", "英伟达H20", "超威半导体AMD", "谷歌", "谷歌概念", "铜连接", "铜互连", "铜互联", "英伟达H200", "ASIC", "端侧AI芯片" ] }, { "lv3": "AI数据中心与散热", "lv3_id": "AI_DATACENTER_COOLING", "concepts": [ "AIDC供配电设备弹性", "微泵液冷", "微通道水冷板", "数据中心", "数据中心液冷", "数据中心电力设备", "液冷数据中心", "液态金属散热", "液冷", "柴油发电机", "电磁屏蔽", "英伟达电源方案", "钻石散热", "北美缺电AI电力", "固态变压器SST" ] }, { "lv3": "AI网络与互联", "lv3_id": "AI_NETWORK_INTERCONNECT", "concepts": [ "OCS光电路交换机", "光纤", "光通信CPO", "光通信", "光芯片", "光纤列阵单元FAU", "博通交换机", "硅光技术", "空芯光纤", "薄膜铌酸锂" ] }, { "lv3": "AI算力平台与生态", "lv3_id": "AI_PLATFORM_ECOSYSTEM", "concepts": [ "AI合集", "AI-细分延伸更新", "星际之门概念", "甲骨文概念股", "算力" ] }, { "lv3": "AI算力政策与区域", "lv3_id": "AI_POLICY_REGIONAL", "concepts": [ "中国星际之门芜湖", "上海算力", "四川算力", "央国企AI一张图", "字节算力", "杭州算力大会", "核心城市智算算力", "毫秒用算", "政务云政务IT", "大厂算力订单" ] } ] }, { "lv2": "AI大模型与算法", "lv2_id": "AI_MODEL_ALGORITHM", "concepts": [ "DeepSeek FP8", "DeepSeek", "DeepSeek、国产算力", "Nano Banana", "MOE模型", "Minimax", "SORA概念", "国产大模型", "文生视频", "阶跃星辰", "智谱华章", "马斯克Grok3大模型", "神经网络" ] }, { "lv2": "AI应用与智能体", "lv2_id": "AI_APPLICATION_AGENT", "concepts": [ "AI4S", "AI应用AI语料", "AI编程", "KIMI", "低代码", "内容审核概念", "智象未来", "杭州六小龙-群核科技", "版权", "秘塔AI", "物理AI", "英伟达代理", "AI伴侣", "AI成人陪伴", "AI应用陪伴智能体", "AI智能体", "AI应用智能体", "AI智能体AI应用", "AI语音助手", "AI陪伴", "Manus", "字节AI陪伴", "开发智能体" ] } ] }, { "lv1": "半导体", "lv1_id": "SEMICONDUCTOR", "children": [ { "lv2": "半导体设备与材料", "lv2_id": "SEMICON_EQUIP_MATERIAL", "children": [ { "lv3": "半导体设备", "lv3_id": "SEMICON_EQUIPMENT", "concepts": [ "上海微电子", "光刻机宇量昇", "光刻机", "半导体设备", "大湾区芯片展览会-新凯莱", "新凯来概念股", "新凯来示波器", "电子束光刻机“羲之”" ] }, { "lv3": "半导体材料", "lv3_id": "SEMICON_MATERIAL", "concepts": [ "GAA晶体管", "PSPI", "先进陶瓷", "光刻胶", "半导体抛光液", "半导体材料", "国产光刻胶", "玻璃基板", "石英砂", "磷化铟", "第三代半导体", "碳化硅", "英诺赛科概念股", "超硬材料" ] } ] }, { "lv2": "半导体设计与制造", "lv2_id": "SEMICON_DESIGN_MANUF", "children": [ { "lv3": "芯片设计与IP", "lv3_id": "SEMICON_DESIGN_IP", "concepts": [ "EDA", "半导体设计", "紫光展锐IPO" ] }, { "lv3": "封装与测试", "lv3_id": "SEMICON_PACKAGING_TEST", "concepts": [ "半导体封测", "半导体混合键合技术", "盛合晶微概念股", "盛合晶微" ] }, { "lv3": "存储芯片", "lv3_id": "SEMICON_MEMORY", "concepts": [ "利基型存储DDR4", "长鑫存储", "长鑫、长江产业链" ] } ] }, { "lv2": "半导体产业综合", "lv2_id": "SEMICON_GENERAL", "concepts": [ "半导体产业链", "国产半导体", "科特估半导体", "芯片替代", "英特尔概念股", "汽车芯片", "国产芯片参股公司" ] } ] }, { "lv1": "机器人", "lv1_id": "ROBOTICS", "children": [ { "lv2": "人形机器人", "lv2_id": "HUMANOID_ROBOTS", "children": [ { "lv3": "人形机器人整机与系统", "lv3_id": "HUMANOID_SYSTEMS", "concepts": [ "Optimus特斯拉机器人", "乐聚机器人", "人形机器人Figure", "人形机器人", "云深处", "优必选", "优必选机器人", "华为人形机器人", "各厂商机器人", "奇瑞机器人潜在产业链", "天太机器人", "宇树人形机器人", "宇树机器人", "小米智元机器人产业链机构版", "天工机器人", "小鹏机器人", "小米机器人", "开普勒机器人", "智元机器人", "松延动力机器人", "特斯拉人形机器人价值量", "特斯拉人形机器人", "特斯拉人形机器人弹性测算", "荣耀华为人形机器人", "赛力斯机器人", "七腾机器人", "机器人-神经网络" ] }, { "lv3": "人形机器人核心零部件与材料", "lv3_id": "HUMANOID_COMPONENTS_MATERIALS", "concepts": [ "MIM概念", "PCB轴向磁通电机", "人形机器人-滚柱丝杆丝杠", "人形机器人万向节", "人形机器人轻量化-PEEK材料", "人形机器人腱绳", "冷锻产业链", "机器人动作捕捉", "机电", "机器人轻量化-PEEK", "机器人皮肤仿生皮肤", "机器人轻量化—碳纤维", "机器人轻量化-镁铝合金", "超高分子量聚乙烯纤维", "轴向磁通电机", "金属粉末注射成形MIM", "机器人氮化镓", "电子皮肤" ] }, { "lv3": "机器人产业链与商业化", "lv3_id": "ROBOTICS_COMMERCIALIZATION", "concepts": [ "人形机器产业链", "人形机器人核心标的概览", "人形机器人核心标的估值弹性测算", "工业机器人", "机器狗四足机器人", "特斯拉产业链", "美的库卡机器人" ] } ] }, { "lv2": "其他机器人与智能设备", "lv2_id": "OTHER_ROBOTS_SMART_DEVICES", "concepts": [ "外骨骼机器人", "苹果机器人", "大疆扫地机器人潜在供应商" ] } ] }, { "lv1": "新能源", "lv1_id": "NEW_ENERGY", "children": [ { "lv2": "新型电池技术", "lv2_id": "NEW_BATTERY_TECH", "children": [ { "lv3": "固态电池", "lv3_id": "SOLID_STATE_BATTERY", "concepts": [ "固态电池-硅基负极", "固态电池-硫化物", "固态电池", "固态电池设备", "固态电池负极集流体材料-铜箔", "固态电池产业链", "陶瓷隔膜骨架膜" ] }, { "lv3": "其他新型电池", "lv3_id": "OTHER_NEW_BATTERIES", "concepts": [ "钠离子电池" ] }, { "lv3": "电池材料与组件", "lv3_id": "BATTERY_MATERIALS_COMPONENTS", "concepts": [ "复合集流体", "富锂锰基材料", "硅基负极材料", "隔膜", "铅酸电池" ] } ] }, { "lv2": "电力与能源基础设施", "lv2_id": "POWER_ENERGY_INFRA", "children": [ { "lv3": "电力设备与电网", "lv3_id": "POWER_GRID_EQUIPMENT", "concepts": [ "北美缺电AI电力", "变压器出海", "固态变压器SST", "电力产业链", "电力电网", "电力设备", "电力" ] }, { "lv3": "新型发电技术", "lv3_id": "NEW_POWER_GENERATION", "concepts": [ "固体氧化物燃料电池-SOFC", "燃料电池", "燃气设备", "燃气轮机HRSG" ] } ] }, { "lv2": "太阳能光伏", "lv2_id": "SOLAR_PV", "children": [ { "lv3": "光伏技术与材料", "lv3_id": "PV_TECH_MATERIALS", "concepts": [ "N型产业链", "叠层钙钛矿", "钙钛矿电池" ] }, { "lv3": "光伏产业与政策", "lv3_id": "PV_INDUSTRY_POLICY", "concepts": [ "光伏", "光伏行业兼并重组", "光伏产业链", "反内卷光伏" ] } ] }, { "lv2": "核能", "lv2_id": "NUCLEAR_ENERGY", "concepts": [ "可控核聚变", "微型核电", "核电钍基熔盐堆", "核聚变超导", "核电产业链", "超聚变" ] }, { "lv2": "新能源汽车补能", "lv2_id": "EV_CHARGING", "concepts": [ "充电桩", "华为智能充电", "华为智能充电网络", "换电", "换电重卡", "比亚迪兆瓦闪充" ] } ] }, { "lv1": "通信", "lv1_id": "TELECOMMUNICATION", "children": [ { "lv2": "5G/6G与新型网络", "lv2_id": "5G_6G_NEW_NETWORK", "concepts": [ "5G毫米波", "5G-A", "5.5G", "通感一体" ] }, { "lv2": "通信设备", "lv2_id": "COMMUNICATION_EQUIPMENT", "concepts": [ "通信设备" ] }, { "lv2": "通信应用与服务", "lv2_id": "COMMUNICATION_APP_SERVICE", "concepts": [ "eSIM概念" ] } ] }, { "lv1": "国防军工", "lv1_id": "DEFENSE_MILITARY", "children": [ { "lv2": "军事信息化与智能化", "lv2_id": "MILITARY_IT_INTELLIGENCE", "concepts": [ "AI军工", "AI无人机军工信息化", "信息支援概念整理", "军工信息化", "军用无人机反无人机", "无人机蜂群" ] }, { "lv2": "海军装备与战略", "lv2_id": "NAVAL_EQUIPMENT_STRATEGY", "concepts": [ "军工水面水下作战", "国产航母", "水下军工", "海军", "电磁弹射概念股", "电磁发射设备", "航母福建舰240430", "福建-军工" ] }, { "lv2": "航空装备", "lv2_id": "AVIATION_EQUIPMENT", "concepts": [ "军机" ] }, { "lv2": "军贸与出口", "lv2_id": "MILITARY_TRADE_EXPORT", "concepts": [ "军贸", "巴印军贸", "巴黎航展" ] }, { "lv2": "其他军工", "lv2_id": "OTHER_MILITARY", "concepts": [ "军工-阅兵", "军工", "国防军工", "远程火力", "珠海航展" ] } ] }, { "lv1": "消费电子", "lv1_id": "CONSUMER_ELECTRONICS", "children": [ { "lv2": "AR/VR与智能眼镜", "lv2_id": "AR_VR_SMART_GLASSES", "concepts": [ "AI手势识别", "AI眼镜", "AI隔空投送", "AR镀膜", "AR眼镜", "META智能眼镜", "MR", "Rokid AR", "小米眼镜", "智能眼镜", "苹果MR产业链", "谷歌AI眼镜-合作XREAL", "阿里夸克AI眼镜", "雷鸟创新光波导", "空中成像" ] }, { "lv2": "智能穿戴", "lv2_id": "SMART_WEARABLES", "concepts": [ "智能穿戴", "消费电子-玄玑感知系统" ] }, { "lv2": "华为生态", "lv2_id": "HUAWEI_CONSUMER_ECOSYSTEM", "concepts": [ "华为P70", "华为Mate80", "华为Pura70", "华为Mate70手表", "华为鸿蒙", "华为MATE70", "华为鸿蒙甄选与支付", "鸿蒙PC" ] }, { "lv2": "小米生态", "lv2_id": "XIAOMI_ECOSYSTEM", "concepts": [ "小米算力AI互联", "小米YU7供应链弹性测算", "小米大模型", "小米概念", "小米汽车产业链弹性", "小米汽车产业链", "小米汽车产业链弹性测算" ] }, { "lv2": "端侧AI与智能硬件", "lv2_id": "EDGE_AI_SMART_HARDWARE", "concepts": [ "2025CES参展公司", "AI PC", "AIPC", "AI手机", "ISP视觉", "果链OPEN AI复用", "苹果供应商核心公司", "苹果手机产业链", "高通概念" ] }, { "lv2": "显示技术与折叠屏", "lv2_id": "DISPLAY_FOLDABLE", "concepts": [ "华为三折叠屏", "折叠屏", "显影液及硅基OLED", "苹果OLED潜在受益", "苹果折叠屏", "面板", "TV面板LCD" ] }, { "lv2": "智能影像与无人机", "lv2_id": "SMART_IMAGING_UAV", "concepts": [ "影石创新", "影石相机概念股" ] } ] }, { "lv1": "化工", "lv1_id": "CHEMICALS", "children": [ { "lv2": "化工产品与周期", "lv2_id": "CHEMICAL_PRODUCTS_CYCLE", "concepts": [ "TMA偏苯三酸酐", "光引发剂", "化工品涨价", "化工概念", "化工", "双季戊四醇", "正丙醇", "烧碱", "甲苯二异氰酸酯-TDI", "环氧丙烷", "纯碱", "维生素", "苯酚丙酮", "己内酰胺", "涤纶长丝", "聚酯产业" ] }, { "lv2": "新能源化工材料", "lv2_id": "NEW_ENERGY_CHEMICAL_MATERIALS", "concepts": [ "六氟磷酸锂", "有机硅", "有机硅产业链", "电解液添加剂", "电解液产业链", "磷化工六氟磷酸锂", "磷化工" ] }, { "lv2": "农用化学品", "lv2_id": "AGRO_CHEMICALS", "concepts": [ "农药杀虫剂-氯虫苯甲酰胺", "除草剂-烯草酮" ] } ] }, { "lv1": "金融", "lv1_id": "FINANCE", "children": [ { "lv2": "数字金融与Web3", "lv2_id": "DIGITAL_FINANCE_WEB3", "concepts": [ "上海浦江数链", "互联网金融", "复星稳定币", "数字货币", "树图链概念", "稳定币RWA概念股", "稳定币-蚂蚁国际", "稳定币一体机", "蚂蚁金服", "香港金融牌照" ] } ] }, { "lv1": "基建", "lv1_id": "INFRASTRUCTURE", "children": [ { "lv2": "水利与水电", "lv2_id": "WATER_HYDROPOWER", "concepts": [ "三峡水运新通道", "水利", "水利工程", "节水产业240423", "西南水电站", "西南水电站-机构测算", "西南水电", "雅下水电对电力设备增量测算-机构", "雅下水电站", "雅下水电站大件物流" ] }, { "lv2": "西部大开发与区域基建", "lv2_id": "WESTERN_DEVELOPMENT_REGIONAL_INFRA", "concepts": [ "新藏铁路", "新疆概念", "西部大开发", "西部大开发240424" ] }, { "lv2": "基建材料与设备", "lv2_id": "INFRA_MATERIALS_EQUIPMENT", "concepts": [ "混凝土减水剂、砂石设备", "隧洞设备盾构机" ] } ] }, { "lv1": "政策主题", "lv1_id": "POLICY_THEMES", "children": [ { "lv2": "国企改革与市值管理", "lv2_id": "SOE_REFORM_MARKET_VALUE", "children": [ { "lv3": "央国企改革与重组", "lv3_id": "SOE_REFORM_RESTRUCTURING", "concepts": [ "中兵集团并购重组", "中字头", "中字头央企", "中船合并", "国资高息股", "央企市值管理", "央国企", "地面兵装", "央国企地产", "央国企重组", "市值管理16条-破净股", "整车央企重组", "破净央国企", "破净股合集" ] }, { "lv3": "地方国资改革", "lv3_id": "LOCAL_SOE_REFORM", "concepts": [ "安徽国资", "河南国资能源集团重组", "珠海国资", "湖北三资改革", "福建国资" ] } ] }, { "lv2": "并购重组与资本运作", "lv2_id": "MNA_CAPITAL_OPERATION", "concepts": [ "IPO终止相关企业重组预期", "上海并购重组", "并购重组预期", "并购重组", "消费医疗重组预期", "科创板并购重组", "科技重组", "荣耀股改" ] }, { "lv2": "金融行业改革", "lv2_id": "FINANCE_INDUSTRY_REFORM", "concepts": [ "券商合并预期", "湘财合并大智慧", "证券" ] }, { "lv2": "AI与半导体领域并购", "lv2_id": "AI_SEMICON_MNA", "concepts": [ "宝德计算机", "秦淮数据", "超聚变借壳预期", "重组-中科院系&海光系" ] }, { "lv2": "国家战略与新质生产力", "lv2_id": "NATIONAL_STRATEGY_NEW_PRODUCTIVITY", "concepts": [ "2025年政府工作报告利好行业及个股", "新型经济", "新质生产力", "深海数智化", "深海经济", "深地经济", "首发经济" ] }, { "lv2": "信创与自主可控", "lv2_id": "XINCHUANG_AUTONOMOUS_CONTROL", "concepts": [ "信创概念", "关键软件", "国产信创概览", "自主可控", "软件自主可控" ] }, { "lv2": "工业升级与设备更新", "lv2_id": "INDUSTRIAL_UPGRADE_EQUIPMENT_RENEWAL", "concepts": [ "工业设备更新", "工业软件", "工业母机", "灯塔工厂", "设备更新" ] }, { "lv2": "自由贸易区与免税", "lv2_id": "FREE_TRADE_DUTY_FREE", "concepts": [ "上海自贸区", "免税离境退税", "新型离岸贸易", "海南", "海南自贸区", "海南自贸港", "零售消费免税" ] }, { "lv2": "行业供给侧改革", "lv2_id": "INDUSTRY_SUPPLY_SIDE_REFORM", "concepts": [ "反内卷", "反内卷造纸", "反内卷食用盐", "反内卷快递", "反内卷合集", "生猪", "牛肉", "钢铁", "BOPET膜" ] }, { "lv2": "行业监管与安全", "lv2_id": "INDUSTRY_REGULATION_SAFETY", "concepts": [ "充电宝", "农药证件厂家", "食品安全", "食品安全全链条", "预制菜" ] } ] }, { "lv1": "航天", "lv1_id": "AEROSPACE", "children": [ { "lv2": "商业航天与卫星", "lv2_id": "COMMERCIAL_SPACE_SATELLITE", "children": [ { "lv3": "卫星通信与应用", "lv3_id": "SATELLITE_COMM_APP", "concepts": [ "6G概念", "低轨卫星通信华为", "北斗信使", "商业航天卫星通信", "卫星互联网", "手机直连卫星", "星网", "星载射频天线", "星间激光链路" ] }, { "lv3": "运载火箭与发射", "lv3_id": "LAUNCH_VEHICLES_LAUNCH", "concepts": [ "蓝箭航天朱雀三号", "长征十二号甲", "星河动力谷神星二号" ] }, { "lv3": "空间基础设施与服务", "lv3_id": "SPACE_INFRA_SERVICES", "concepts": [ "太空行走", "太空旅行", "太空算力", "卫星能源太阳翼" ] }, { "lv3": "商业航天综合", "lv3_id": "COMMERCIAL_SPACE_GENERAL", "concepts": [ "卫星出海", "商业航天", "星河动力", "SpaceX", "商业航天北交所" ] } ] }, { "lv2": "卫星导航", "lv2_id": "SATELLITE_NAVIGATION", "concepts": [ "北斗导航" ] }, { "lv2": "航空工业", "lv2_id": "AVIATION_INDUSTRY", "concepts": [ "大飞机", "空客合作", "航空航天线缆", "九天无人机", "凌空天行" ] } ] }, { "lv1": "贸易与地缘政治", "lv1_id": "TRADE_GEOPOLITICS", "children": [ { "lv2": "贸易摩擦与供应链重构", "lv2_id": "TRADE_FRICTION_SUPPLY_CHAIN", "concepts": [ "中俄贸易", "乙烷", "中欧贸易", "关税豁免", "关税减免出口链", "后关税战受益", "反制关税涨价预期", "墨西哥汽车零部件", "绒毛浆", "转口贸易出口转内销", "越南工厂" ] }, { "lv2": "地缘政治与政策影响", "lv2_id": "GEOPOLITICS_POLICY_IMPACT", "concepts": [ "中美关系", "出口管制", "芬太尼管制" ] }, { "lv2": "制造业出海", "lv2_id": "MANUFACTURING_GLOBALIZATION", "concepts": [ "二轮车全地形车" ] }, { "lv2": "地缘政治与能源", "lv2_id": "GEOPOLITICS_ENERGY", "concepts": [ "以伊冲突-天然气", "以伊冲突-资源化工", "油气", "石油" ] }, { "lv2": "地缘政治与航运", "lv2_id": "GEOPOLITICS_SHIPPING", "concepts": [ "以伊冲突-油运仓储", "以伊冲突-航运", "海外港口", "海事反制", "航运", "远洋航运" ] }, { "lv2": "地缘冲突与重建", "lv2_id": "GEOPOLITICS_CONFLICT_RECONSTRUCTION", "concepts": [ "乌克兰战后重建概念", "乌克兰重建", "俄乌重建", "柬泰战争", "黄岩岛概念股" ] } ] }, { "lv1": "生物医药", "lv1_id": "BIOPHARMA", "children": [ { "lv2": "创新药与AI制药", "lv2_id": "INNOVATIVE_DRUGS_AI_PHARMA", "concepts": [ "AI制药", "创新药相关", "创新药双抗", "创新药", "医药" ] }, { "lv2": "医疗器械与服务", "lv2_id": "MEDICAL_DEVICES_SERVICES", "concepts": [ "医疗器械", "医药外包CXO" ] } ] }, { "lv1": "数据要素", "lv1_id": "DATA_ECONOMY", "children": [ { "lv2": "数据要素与基础设施", "lv2_id": "DATA_ELEMENTS_INFRASTRUCTURE", "concepts": [ "RWA上链— IoT设备数据采集", "RDA概念股", "数据可信", "数据交易所", "数据要素", "跨境数据数据要素" ] } ] }, { "lv1": "智能驾驶与无人系统", "lv1_id": "AUTONOMOUS_DRIVING_UNMANNED_SYSTEMS", "children": [ { "lv2": "自动驾驶", "lv2_id": "AUTONOMOUS_DRIVING", "concepts": [ "Robotaxi", "小马智行", "无人驾驶公交", "文远知行", "智能驾驶产业链", "无人驾驶-线控转向", "无人驾驶", "汽车无线充电", "特斯拉FSD", "特斯拉RoboTaxi概念", "特斯拉无人驾驶出租车Robotaxi", "网约车", "自动驾驶", "L3级别自动驾驶" ] }, { "lv2": "无人物流与特种车辆", "lv2_id": "UNMANNED_LOGISTICS_SPECIAL_VEHICLES", "concepts": [ "京东物流Robovan", "无人物流", "无人环卫车", "无人物流车九识智能", "机器人充电", "矿山智驾", "菜鸟无人物流车" ] }, { "lv2": "智能汽车产业链", "lv2_id": "SMART_AUTO_SUPPLY_CHAIN", "concepts": [ "小鹏产业链", "mobileye替代概念", "地平线概念", "地平线", "比亚迪产业链", "比亚迪智驾", "理想汽车" ] } ] }, { "lv1": "社会民生", "lv1_id": "SOCIAL_LIVELIHOOD", "children": [ { "lv2": "人口与生育政策", "lv2_id": "POPULATION_FERTILITY_POLICY", "concepts": [ "三胎", "多胎", "多胎辅助生殖概念240926", "学前教育", "育儿补贴", "辅助生殖" ] } ] }, { "lv1": "互联网科技", "lv1_id": "INTERNET_TECH", "children": [ { "lv2": "字节跳动生态", "lv2_id": "BYTEDANCE_ECOSYSTEM", "concepts": [ "努比亚手机", "华为抖音支付", "字节概念豆包AI手机", "字节豆包概念股", "抖音概念", "豆包大模型" ] }, { "lv2": "云计算与AI服务", "lv2_id": "CLOUD_AI_SERVICES", "children": [ { "lv3": "阿里云生态", "lv3_id": "ALICLOUD_ECOSYSTEM", "concepts": [ "通义千问阿里云", "阿里云通义千问", "阿里AI千问、灵光", "阿里“千问”项目", "阿里AI来听", "阿里云" ] }, { "lv3": "腾讯云生态", "lv3_id": "TENCENTCLOUD_ECOSYSTEM", "concepts": [ "腾讯元宝", "腾讯大模型", "腾讯混元大模型", "腾讯云及大模型合作公司" ] }, { "lv3": "其他云与AI服务", "lv3_id": "OTHER_CLOUD_AI_SERVICES", "concepts": [ "云手机", "云计算各厂商云", "微软Azure云平台" ] } ] }, { "lv2": "社交媒体与跨境电商", "lv2_id": "SOCIAL_MEDIA_CROSSBORDER_ECOM", "concepts": [ "TikTok", "小红书概念", "小红书概念股", "敦煌网跨境电商" ] } ] }, { "lv1": "文娱传媒", "lv1_id": "CULTURE_MEDIA", "children": [ { "lv2": "影视与IP", "lv2_id": "FILM_TV_IP", "concepts": [ "出版传媒", "周杰伦概念股", "影视院线", "影视IP", "影视", "影视传媒", "春节档重点影片（哪吒2）", "疯狂动物城2", "诡秘之主" ] }, { "lv2": "潮玩与IP经济", "lv2_id": "TRENDY_TOYS_IP_ECONOMY", "concepts": [ "上市潮玩盲盒公司", "卡游文创玩具", "布鲁可IP衍生品", "布鲁可谷子经济", "泡泡玛特概念", "潮玩产业", "积木玩具10大", "谷子商城", "谷子经济" ] }, { "lv2": "游戏与AIGC", "lv2_id": "GAMING_AIGC", "concepts": [ "AI游戏", "乙游", "国产游戏黑神话", "幻兽帕鲁", "游戏" ] }, { "lv2": "内容出海与新媒体", "lv2_id": "CONTENT_GLOBAL_NEW_MEDIA", "concepts": [ "传媒出海", "漫剧", "游戏出海", "短剧", "腾讯短剧重点名单" ] } ] }, { "lv1": "资源", "lv1_id": "RESOURCES", "children": [ { "lv2": "有色金属", "lv2_id": "NON_FERROUS_METALS", "concepts": [ "化工有色元素周期表", "有色金属", "铜产业", "铜" ] }, { "lv2": "战略稀有金属", "lv2_id": "STRATEGIC_RARE_METALS", "concepts": [ "稀土", "钨金属", "钴", "钼金属", "钴金属", "锡矿" ] }, { "lv2": "战略资源与化肥", "lv2_id": "STRATEGIC_RESOURCES_FERTILIZER", "concepts": [ "钾肥氯化钾", "电解铝" ] } ] }, { "lv1": "前沿科技", "lv1_id": "FRONTIER_TECHNOLOGY", "children": [ { "lv2": "量子科技", "lv2_id": "QUANTUM_TECHNOLOGY", "concepts": [ "量子材料钛酸锶", "量子科技", "量子科技产业链", "量子计算", "量子科技参股公司" ] } ] }, { "lv1": "食品饮料", "lv1_id": "FOOD_BEVERAGE", "children": [ { "lv2": "新型食品", "lv2_id": "NEW_FOODS", "concepts": [ "人造肉" ] } ] }, { "lv1": "信息安全", "lv1_id": "CYBERSECURITY", "children": [ { "lv2": "网络与数据安全", "lv2_id": "NETWORK_DATA_SECURITY", "concepts": [ "信息安全", "安全概念股", "网络安全", "通信安全" ] }, { "lv2": "汽车安全", "lv2_id": "AUTOMOTIVE_SECURITY", "concepts": [ "汽车安全" ] } ] }, { "lv1": "低空经济", "lv1_id": "LOW_ALTITUDE_ECONOMY", "children": [ { "lv2": "低空经济整机与应用", "lv2_id": "LAE_VEHICLES_APPLICATIONS", "concepts": [ "亿航智能订单量", "低空经济&飞行汽车", "低空经济", "低空物流", "低空经济亿航智能", "小鹏汇天", "小鹏汇天供应商", "飞行汽车eVTOL", "长安飞行汽车机器人概念" ] }, { "lv2": "低空经济基础设施与政策", "lv2_id": "LAE_INFRASTRUCTURE_POLICY", "concepts": [ "eVTOL材料", "低空管控", "低空设计", "低空经济产业链汇集" ] } ] }, { "lv1": "华为生态", "lv1_id": "HUAWEI_ECOSYSTEM_MAIN", "children": [ { "lv2": "华为AI与算力", "lv2_id": "HUAWEI_AI_COMPUTE", "concepts": [ "华为通信大模型", "华为存储OceanStor", "华为910C", "华为云", "华为AI存储", "华为AI容器", "华为昇腾", "华为昇腾超节点", "昇腾异构计算架构-CANN", "磁电存储" ] }, { "lv2": "华为综合主题", "lv2_id": "HUAWEI_GENERAL_THEMES", "concepts": [ "华为", "华字辈" ] }, { "lv2": "华为通信与芯片", "lv2_id": "HUAWEI_COMM_CHIP", "concepts": [ "华为5G", "华为海思星闪", "华为麒麟芯片" ] } ] } ], "uncategorized": [ "“马”字辈", "长安的荔枝", "韦神概念股", "高温概念", "孙潇雅团队概念股", "安保概念", "涨价概念" ] }