{ "hierarchy": [ { "lv1": "人工智能", "lv1_id": "L1_AI", "children": [ { "lv2": "AI芯片/算力", "lv2_id": "L1_AI_L2_ChipsCompute", "concepts": [ "AI算力芯片", "AI芯片", "国产算力芯片", "国产GPU", "GPU概念股", "HBM", "SRAM存储", "RISC-V", "TPU芯片", "中昊芯英概念股", "摩尔线程", "摩尔线程IPO", "沐曦集成", "阿里AI芯片", "英伟达H20", "英伟达H200", "英伟达概念", "英伟达代理", "超威半导体AMD", "谷歌", "谷歌概念", "算力", "马斯克Grok3大模型", "英特尔概念股", "忆阻器", "华为910C", "华为昇腾", "华为昇腾超节点", "昇腾异构计算架构-CANN", "小米算力AI互联" ] }, { "lv2": "AI基建", "lv2_id": "L1_AI_L2_Infra", "children": [ { "lv3": "散热/供电", "lv3_id": "L1_AI_L2_Infra_L3_CoolingPower", "concepts": [ "AIDC供配电设备弹性", "数据中心", "数据中心电力设备", "数据中心液冷", "液冷数据中心", "微泵液冷", "微通道水冷板", "液冷", "英伟达电源方案", "柴油发电机", "电池备份单元", "超级电容器", "电磁屏蔽", "钻石散热" ] }, { "lv3": "光互联", "lv3_id": "L1_AI_L2_Infra_L3_OpticalInterconnects", "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", "硅光技术", "空芯光纤", "薄膜铌酸锂", "铜连接", "铜互连", "铜互联" ] }, { "lv3": "存储", "lv3_id": "L1_AI_L2_Infra_L3_Storage", "concepts": [ "利基型存储DDR4", "存储芯片产业", "存储", "存储芯片", "华为AI存储", "磁电存储" ] }, { "lv3": "区域/政策算力", "lv3_id": "L1_AI_L2_Infra_L3_RegionalPolicyCompute", "concepts": [ "中国星际之门芜湖", "上海算力", "四川算力", "大厂算力订单", "字节算力", "央国企AI一张图", "杭州算力大会", "核心城市智算算力", "毫秒用算", "星际之门概念", "甲骨文概念股" ] }, { "lv3": "AI一体机/服务器", "lv3_id": "L1_AI_L2_Infra_L3_IntegratedServers", "concepts": [ "AI一体机", "DeepSeek智算一体机", "一体机核心标的弹性测算", "昇腾推理一体机", "服务器", "服务器零部件" ] } ] }, { "lv2": "AI应用", "lv2_id": "L1_AI_L2_Applications", "children": [ { "lv3": "AI大模型", "lv3_id": "L1_AI_L2_Applications_L3_LargeModels", "concepts": [ "DeepSeek FP8", "DeepSeek", "DeepSeek、国产算力", "KIMI", "MOE模型", "Minimax", "国产大模型", "文生视频", "智象未来", "阶跃星辰", "智谱华章", "腾讯大模型", "腾讯混元大模型", "豆包大模型", "小米大模型" ] }, { "lv3": "AI智能体/陪伴", "lv3_id": "L1_AI_L2_Applications_L3_AgentsCompanions", "concepts": [ "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" ] }, { "lv3": "其他AI应用", "lv3_id": "L1_AI_L2_Applications_L3_OtherAIApps", "concepts": [ "AI4S", "AI应用AI语料", "AI编程", "Nano Banana", "SORA概念", "低代码", "内容审核概念", "秘塔AI", "杭州六小龙-群核科技" ] } ] }, { "lv2": "AI云服务", "lv2_id": "L1_AI_L2_CloudServices", "concepts": [ "云计算各厂商云", "微软Azure云平台", "腾讯云及大模型合作公司", "通义千问阿里云", "阿里云通义千问", "阿里云" ] } ] }, { "lv1": "半导体", "lv1_id": "L1_Semi", "children": [ { "lv2": "半导体设备", "lv2_id": "L1_Semi_L2_Equipment", "concepts": [ "EDA", "光刻机", "光刻机宇量昇", "电子束光刻机“羲之”", "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", "PCB设备及耗材" ] }, { "lv2": "半导体材料", "lv2_id": "L1_Semi_L2_Materials", "concepts": [ "PSPI", "先进陶瓷", "光刻胶", "半导体抛光液", "半导体材料", "国产光刻胶", "石英砂", "磷化铟", "超硬材料", "碳化硅", "第三代半导体" ] }, { "lv2": "先进封装/制程", "lv2_id": "L1_Semi_L2_AdvancedPackaging", "concepts": [ "GAA晶体管", "半导体混合键合技术", "玻璃基板", "半导体封测", "盛合晶微概念股", "盛合晶微", "改良型半加成工艺mSAP" ] }, { "lv2": "半导体设计", "lv2_id": "L1_Semi_L2_Design", "concepts": [ "半导体设计", "紫光展锐IPO" ] }, { "lv2": "AI芯片", "lv2_id": "L1_Semi_L2_AIChips", "concepts": [ "ASIC", "端侧AI芯片", "ISP视觉", "高通概念" ] }, { "lv2": "存储芯片", "lv2_id": "L1_Semi_L2_MemoryChips", "concepts": [ "长鑫存储", "长鑫、长江产业链" ] }, { "lv2": "功率半导体", "lv2_id": "L1_Semi_L2_PowerSemi", "concepts": [ "功率半导体", "英诺赛科概念股" ] }, { "lv2": "国产替代/自主可控", "lv2_id": "L1_Semi_L2_DomesticSubstitution", "concepts": [ "芯片替代", "国产半导体", "半导体产业链", "科特估半导体", "出口管制" ] }, { "lv2": "PCB", "lv2_id": "L1_Semi_L2_PCB", "concepts": [ "AI PCB", "AI PCB英伟达M9", "PCB" ] } ] }, { "lv1": "机器人与智能制造", "lv1_id": "L1_Robotics", "children": [ { "lv2": "人形机器人", "lv2_id": "L1_Robotics_L2_Humanoid", "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", "外骨骼机器人", "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", "机器狗四足机器人", "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", "特斯拉产业链", "特斯拉人形机器人弹性测算", "荣耀华为人形机器人", "美的库卡机器人", "赛力斯机器人", "七腾机器人" ] }, { "lv2": "机器人核心部件/材料", "lv2_id": "L1_Robotics_L2_ComponentsMaterials", "concepts": [ "MIM概念", "PCB轴向磁通电机", "人形机器人-滚柱丝杆丝杠", "人形机器人轻量化-PEEK材料", "人形机器人轻量化—碳纤维", "机器人轻量化-PEEK", "机器人轻量化-镁铝合金", "轴向磁通电机", "金属粉末注射成形MIM", "超高分子量聚乙烯纤维", "机器人氮化镓", "摆线减速器", "人形机器人万向节", "人形机器人腱绳", "机电", "机器人零部件加工设备" ] }, { "lv2": "具身智能", "lv2_id": "L1_Robotics_L2_EmbodiedAI", "concepts": [ "物理AI", "机器人动作捕捉", "机器人皮肤仿生皮肤", "电子皮肤", "机器人-神经网络", "神经网络" ] }, { "lv2": "工业机器人", "lv2_id": "L1_Robotics_L2_IndustrialRobots", "concepts": [ "工业机器人", "大疆扫地机器人潜在供应商" ] }, { "lv2": "机器人产业", "lv2_id": "L1_Robotics_L2_Industry", "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", "孙潇雅团队概念股" ] } ] }, { "lv1": "新能源", "lv1_id": "L1_NewEnergy", "children": [ { "lv2": "固态电池", "lv2_id": "L1_NewEnergy_L2_SolidStateBattery", "concepts": [ "固态电池-硅基负极", "固态电池-硫化物", "固态电池", "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" ] }, { "lv2": "电池材料", "lv2_id": "L1_NewEnergy_L2_BatteryMaterials", "concepts": [ "复合集流体", "富锂锰基材料", "硅基负极材料", "钠离子电池", "隔膜" ] }, { "lv2": "电池设备", "lv2_id": "L1_NewEnergy_L2_BatteryEquipment", "concepts": [ "固态电池设备" ] }, { "lv2": "光伏", "lv2_id": "L1_NewEnergy_L2_Photovoltaic", "concepts": [ "N型产业链", "光伏", "光伏行业兼并重组", "光伏产业链", "反内卷光伏" ] }, { "lv2": "新型光伏", "lv2_id": "L1_NewEnergy_L2_NewPV", "concepts": [ "叠层钙钛矿", "钙钛矿电池" ] }, { "lv2": "核能", "lv2_id": "L1_NewEnergy_L2_NuclearEnergy", "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": "充电/换电基础设施", "lv2_id": "L1_NewEnergy_L2_ChargingSwapping", "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": "消费电子与智能终端", "lv1_id": "L1_ConsumerElectronics", "children": [ { "lv2": "AI手机", "lv2_id": "L1_ConsumerElectronics_L2_AISmartphones", "concepts": [ "AI手机", "努比亚手机", "字节概念豆包AI手机" ] }, { "lv2": "AI PC", "lv2_id": "L1_ConsumerElectronics_L2_AIPC", "concepts": [ "AI PC", "AIPC" ] }, { "lv2": "AR/VR/智能眼镜", "lv2_id": "L1_ConsumerElectronics_L2_ARVRSmartGlasses", "concepts": [ "AI眼镜", "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": "折叠屏/柔性显示", "lv2_id": "L1_ConsumerElectronics_L2_FoldableDisplays", "concepts": [ "华为三折叠屏", "折叠屏", "苹果折叠屏" ] }, { "lv2": "显示面板", "lv2_id": "L1_ConsumerElectronics_L2_DisplayPanels", "concepts": [ "显影液及硅基OLED", "苹果OLED潜在受益", "面板", "TV面板LCD" ] }, { "lv2": "智能穿戴", "lv2_id": "L1_ConsumerElectronics_L2_SmartWearables", "concepts": [ "智能穿戴", "消费电子-玄玑感知系统", "华为Mate70手表" ] }, { "lv2": "人机交互", "lv2_id": "L1_ConsumerElectronics_L2_HumanComputerInteraction", "concepts": [ "AI手势识别", "AI隔空投送" ] }, { "lv2": "华为终端", "lv2_id": "L1_ConsumerElectronics_L2_HuaweiDevices", "children": [ { "lv3": "华为手机", "lv3_id": "L1_ConsumerElectronics_L2_HuaweiDevices_L3_Smartphones", "concepts": [ "华为P70", "华为Mate80", "华为Pura70", "华为MATE70", "华为麒麟芯片" ] }, { "lv3": "鸿蒙生态", "lv3_id": "L1_ConsumerElectronics_L2_HuaweiDevices_L3_HarmonyOS", "concepts": [ "华为鸿蒙", "华为鸿蒙甄选与支付", "鸿蒙PC" ] } ] }, { "lv2": "小米生态", "lv2_id": "L1_ConsumerElectronics_L2_XiaomiEcosystem", "children": [ { "lv3": "小米汽车", "lv3_id": "L1_ConsumerElectronics_L2_XiaomiEcosystem_L3_XiaomiAuto", "concepts": [ "小米YU7供应链弹性测算", "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": "消费电子综合", "lv2_id": "L1_ConsumerElectronics_L2_General", "concepts": [ "2025CES参展公司", "果链OPEN AI复用", "苹果供应商核心公司", "苹果手机产业链", "充电宝" ] } ] }, { "lv1": "通信与空间信息", "lv1_id": "L1_TelecomSpaceInfo", "children": [ { "lv2": "卫星通信/导航", "lv2_id": "L1_TelecomSpaceInfo_L2_SatComNav", "concepts": [ "6G概念", "低轨卫星通信华为", "北斗信使", "北斗导航", "商业航天卫星通信", "卫星互联网", "手机直连卫星", "星网" ] }, { "lv2": "商业航天", "lv2_id": "L1_TelecomSpaceInfo_L2_CommercialAerospace", "concepts": [ "商业航天", "太空行走", "太空旅行", "太空算力", "星河动力", "蓝箭航天朱雀三号", "长征十二号甲", "SpaceX", "卫星能源太阳翼", "商业航天北交所" ] }, { "lv2": "5G/6G/新型网络", "lv2_id": "L1_TelecomSpaceInfo_L2_NextGenNetwork", "concepts": [ "5G毫米波", "5G-A", "5.5G", "eSIM概念", "通感一体", "华为5G", "华为通信大模型", "华为海思星闪" ] }, { "lv2": "通信设备", "lv2_id": "L1_TelecomSpaceInfo_L2_CommEquipment", "concepts": [ "通信设备" ] } ] }, { "lv1": "化工与材料", "lv1_id": "L1_ChemicalsMaterials", "children": [ { "lv2": "化工周期", "lv2_id": "L1_ChemicalsMaterials_L2_ChemicalCycles", "concepts": [ "化工品涨价", "化工概念", "化工", "涨价概念", "乙烷", "绒毛浆" ] }, { "lv2": "精细化工", "lv2_id": "L1_ChemicalsMaterials_L2_FineChemicals", "concepts": [ "TMA偏苯三酸酐", "光引发剂", "双季戊四醇", "正丙醇", "甲苯二异氰酸酯-TDI", "环氧丙烷", "维生素", "苯酚丙酮", "除草剂-烯草酮", "农药证件厂家" ] }, { "lv2": "电池材料", "lv2_id": "L1_ChemicalsMaterials_L2_BatteryChemicals", "concepts": [ "六氟磷酸锂", "电解液添加剂", "电解液产业链", "磷化工六氟磷酸锂", "磷化工" ] }, { "lv2": "基础化工/有色金属", "lv2_id": "L1_ChemicalsMaterials_L2_BasicChemicalsNonFerrous", "concepts": [ "烧碱", "电解铝", "纯碱", "铅酸电池", "钢铁" ] }, { "lv2": "有色金属综合", "lv2_id": "L1_ChemicalsMaterials_L2_NonFerrousGeneral", "concepts": [ "化工有色元素周期表", "有色金属" ] }, { "lv2": "稀有金属/战略资源", "lv2_id": "L1_ChemicalsMaterials_L2_RareStrategicMetals", "concepts": [ "稀土", "钨金属", "钴", "钴金属", "钼金属", "锡矿" ] } ] }, { "lv1": "基础设施与公用事业", "lv1_id": "L1_InfraUtilities", "children": [ { "lv2": "水利/水电", "lv2_id": "L1_InfraUtilities_L2_WaterHydropower", "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": "区域基建", "lv2_id": "L1_InfraUtilities_L2_RegionalInfra", "concepts": [ "新藏铁路", "新疆概念", "西部大开发", "西部大开发240424" ] }, { "lv2": "建筑材料/设备", "lv2_id": "L1_InfraUtilities_L2_ConstructionMaterialsEquipment", "concepts": [ "混凝土减水剂、砂石设备", "隧洞设备盾构机" ] }, { "lv2": "电力/AI电力", "lv2_id": "L1_InfraUtilities_L2_PowerAIPower", "concepts": [ "北美缺电AI电力", "固体氧化物燃料电池-SOFC", "固态变压器SST", "燃料电池", "燃气设备", "电力产业链", "燃气轮机HRSG", "电力电网", "电力设备", "电力" ] }, { "lv2": "网络安全/信创", "lv2_id": "L1_InfraUtilities_L2_CybersecurityXinchuang", "concepts": [ "信息安全", "安全概念股", "网络安全", "通信安全", "安保概念", "工业设备更新", "工业软件", "工业母机", "灯塔工厂", "自主可控", "软件自主可控", "设备更新", "关键软件", "国产信创概览", "信创概念" ] } ] }, { "lv1": "金融科技与数字经济", "lv1_id": "L1_FinTechDigitalEconomy", "children": [ { "lv2": "数字金融/Web3", "lv2_id": "L1_FinTechDigitalEconomy_L2_DigitalFinanceWeb3", "concepts": [ "上海浦江数链", "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", "香港金融牌照" ] }, { "lv2": "数据要素", "lv2_id": "L1_FinTechDigitalEconomy_L2_DataElements", "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", "版权" ] }, { "lv2": "互联网金融", "lv2_id": "L1_FinTechDigitalEconomy_L2_InternetFinance", "concepts": [ "互联网金融", "蚂蚁金服" ] }, { "lv2": "金融机构重组", "lv2_id": "L1_FinTechDigitalEconomy_L2_FinancialRestructuring", "concepts": [ "券商合并预期", "湘财合并大智慧", "证券" ] } ] }, { "lv1": "国防军工", "lv1_id": "L1_DefenseMilitary", "children": [ { "lv2": "智能军工/信息化", "lv2_id": "L1_DefenseMilitary_L2_SmartMilitaryInfo", "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": "国防军工综合", "lv2_id": "L1_DefenseMilitary_L2_General", "concepts": [ "军工-阅兵", "军工", "国防军工" ] }, { "lv2": "海军装备", "lv2_id": "L1_DefenseMilitary_L2_NavalEquipment", "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": "L1_DefenseMilitary_L2_AerospaceEquipment", "concepts": [ "军机", "大飞机", "珠海航展", "空客合作", "航空航天线缆", "九天无人机", "凌空天行" ] }, { "lv2": "军贸出海", "lv2_id": "L1_DefenseMilitary_L2_MilitaryTrade", "concepts": [ "军贸", "巴印军贸", "巴黎航展" ] }, { "lv2": "陆军装备", "lv2_id": "L1_DefenseMilitary_L2_LandEquipment", "concepts": [ "远程火力" ] } ] }, { "lv1": "政策与国企改革", "lv1_id": "L1_PolicySOEReform", "children": [ { "lv2": "国企改革/重组", "lv2_id": "L1_PolicySOEReform_L2_SOEReformRestructuring", "concepts": [ "中兵集团并购重组", "中船合并", "地面兵装", "央国企地产", "央国企重组", "整车央企重组", "河南国资能源集团重组", "荣耀股改" ] }, { "lv2": "中特估/市值管理", "lv2_id": "L1_PolicySOEReform_L2_CCTVMktCapMgmt", "concepts": [ "中字头", "中字头央企", "国资高息股", "央企市值管理", "央国企", "市值管理16条-破净股", "破净央国企", "破净股合集" ] }, { "lv2": "地方国资改革", "lv2_id": "L1_PolicySOEReform_L2_LocalSOEReform", "concepts": [ "安徽国资", "珠海国资", "湖北三资改革", "福建国资" ] }, { "lv2": "新质生产力/宏观政策", "lv2_id": "L1_PolicySOEReform_L2_NewQualityMacroPolicy", "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", "高温概念", "安保概念" ] }, { "lv2": "反内卷/供给侧改革", "lv2_id": "L1_PolicySOEReform_L2_AntiInvolution", "children": [ { "lv3": "反内卷综合", "lv3_id": "L1_PolicySOEReform_L2_AntiInvolution_L3_General", "concepts": [ "反内卷", "反内卷合集" ] }, { "lv3": "行业供给侧改革", "lv3_id": "L1_PolicySOEReform_L2_AntiInvolution_L3_IndustrySpecific", "concepts": [ "反内卷造纸", "反内卷食用盐", "反内卷快递", "己内酰胺", "涤纶长丝", "聚酯产业", "钢铁", "BOPET膜" ] } ] }, { "lv2": "区域开放/自贸区", "lv2_id": "L1_PolicySOEReform_L2_RegionalOpeningFTZ", "concepts": [ "上海自贸区", "新型离岸贸易", "海南", "海南自贸区", "海南自贸港" ] }, { "lv2": "并购重组", "lv2_id": "L1_PolicySOEReform_L2_M&A", "concepts": [ "IPO终止相关企业重组预期", "并购重组预期", "并购重组", "科创板并购重组", "科技重组" ] }, { "lv2": "概念炒作/事件驱动", "lv2_id": "L1_PolicySOEReform_L2_ConceptSpeculation", "concepts": [ "“马”字辈", "长安的荔枝", "韦神概念股" ] } ] }, { "lv1": "地缘政治与贸易", "lv1_id": "L1_GeopoliticsTrade", "children": [ { "lv2": "贸易政策/供应链", "lv2_id": "L1_GeopoliticsTrade_L2_TradePolicySupplyChain", "concepts": [ "中俄贸易", "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", "转口贸易出口转内销", "越南工厂" ] }, { "lv2": "产业转移/出口", "lv2_id": "L1_GeopoliticsTrade_L2_IndustrialTransferExport", "concepts": [ "二轮车全地形车", "墨西哥汽车零部件" ] }, { "lv2": "政策管制", "lv2_id": "L1_GeopoliticsTrade_L2_PolicyControl", "concepts": [ "芬太尼管制" ] }, { "lv2": "区域冲突/重建", "lv2_id": "L1_GeopoliticsTrade_L2_RegionalConflictReconstruction", "concepts": [ "以伊冲突-天然气", "以伊冲突-油运仓储", "以伊冲突-航运", "以伊冲突-资源化工", "油气", "海外港口", "海事反制", "石油", "航运", "远洋航运", "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": "L1_BioPharma", "children": [ { "lv2": "创新药", "lv2_id": "L1_BioPharma_L2_InnovativeDrugs", "concepts": [ "创新药相关", "创新药双抗", "创新药", "医药" ] }, { "lv2": "AI制药", "lv2_id": "L1_BioPharma_L2_AIPharma", "concepts": [ "AI制药" ] }, { "lv2": "医疗器械", "lv2_id": "L1_BioPharma_L2_MedicalDevices", "concepts": [ "医疗器械" ] }, { "lv2": "医药外包", "lv2_id": "L1_BioPharma_L2_CXO", "concepts": [ "医药外包CXO" ] }, { "lv2": "医疗服务/并购", "lv2_id": "L1_BioPharma_L2_MedicalServicesM&A", "concepts": [ "消费医疗重组预期" ] } ] }, { "lv1": "文娱传媒", "lv1_id": "L1_CultureEntertainment", "children": [ { "lv2": "影视传媒综合", "lv2_id": "L1_CultureEntertainment_L2_FilmMediaGeneral", "concepts": [ "出版传媒", "影视院线", "影视", "影视传媒" ] }, { "lv2": "IP运营/内容", "lv2_id": "L1_CultureEntertainment_L2_IPContent", "concepts": [ "周杰伦概念股", "影视IP", "春节档重点影片（哪吒2）", "疯狂动物城2", "诡秘之主" ] }, { "lv2": "游戏", "lv2_id": "L1_CultureEntertainment_L2_Gaming", "concepts": [ "AI游戏", "乙游", "国产游戏黑神话", "幻兽帕鲁", "游戏" ] }, { "lv2": "内容出海/短剧", "lv2_id": "L1_CultureEntertainment_L2_ContentExportShortDramas", "concepts": [ "传媒出海", "漫剧", "游戏出海", "短剧", "腾讯短剧重点名单" ] }, { "lv2": "互联网平台", "lv2_id": "L1_CultureEntertainment_L2_InternetPlatforms", "concepts": [ "华为抖音支付", "抖音概念", "TikTok", "小红书概念", "小红书概念股", "敦煌网跨境电商" ] } ] }, { "lv1": "智能驾驶与物流", "lv1_id": "L1_AutonomousDrivingLogistics", "children": [ { "lv2": "自动驾驶", "lv2_id": "L1_AutonomousDrivingLogistics_L2_AutonomousDriving", "concepts": [ "Robotaxi", "小马智行", "无人驾驶公交", "文远知行", "无人驾驶", "特斯拉FSD", "特斯拉RoboTaxi概念", "特斯拉无人驾驶出租车Robotaxi", "自动驾驶", "网约车" ] }, { "lv2": "无人配送/特种车辆", "lv2_id": "L1_AutonomousDrivingLogistics_L2_UnmannedDeliverySpecialVehicles", "concepts": [ "京东物流Robovan", "无人物流", "无人环卫车", "无人物流车九识智能", "菜鸟无人物流车", "矿山智驾" ] }, { "lv2": "智能驾驶芯片", "lv2_id": "L1_AutonomousDrivingLogistics_L2_ADASChips", "concepts": [ "mobileye替代概念", "地平线概念", "地平线" ] }, { "lv2": "智能汽车", "lv2_id": "L1_AutonomousDrivingLogistics_L2_SmartVehicles", "concepts": [ "比亚迪产业链", "比亚迪智驾", "理想汽车", "小鹏产业链" ] }, { "lv2": "智能驾驶硬件/基础设施", "lv2_id": "L1_AutonomousDrivingLogistics_L2_ADASHardwareInfra", "concepts": [ "智能驾驶产业链", "无人驾驶-线控转向", "机器人充电", "汽车无线充电", "汽车安全" ] }, { "lv2": "低空经济/飞行汽车", "lv2_id": "L1_AutonomousDrivingLogistics_L2_LowAltitudeFlyingCars", "concepts": [ "eVTOL材料", "亿航智能订单量", "低空经济&飞行汽车", "低空经济", "低空管控", "低空物流", "低空经济亿航智能", "低空设计", "低空经济产业链汇集", "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" ] } ] }, { "lv1": "教育与人口", "lv1_id": "L1_EducationDemographics", "children": [ { "lv2": "生育/教育", "lv2_id": "L1_EducationDemographics_L2_FertilityEducation", "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": "科技前沿", "lv1_id": "L1_FrontierTech", "children": [ { "lv2": "量子科技", "lv2_id": "L1_FrontierTech_L2_QuantumTech", "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": "消费", "lv1_id": "L1_Consumer", "children": [ { "lv2": "潮玩/IP经济", "lv2_id": "L1_Consumer_L2_TrendyPlayIP", "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": "体育产业", "lv2_id": "L1_Consumer_L2_SportsIndustry", "concepts": [ "体育", "体育产业", "冰雪经济", "川超联赛", "第十五届全运会", "足球-苏超联赛、体彩", "足球" ] }, { "lv2": "免税/旅游零售", "lv2_id": "L1_Consumer_L2_DutyFreeTravelRetail", "concepts": [ "免税离境退税", "零售消费免税" ] }, { "lv2": "食品安全/预制菜", "lv2_id": "L1_Consumer_L2_FoodSafetyPrecooked", "concepts": [ "食品安全", "食品安全全链条", "预制菜", "人造肉" ] }, { "lv2": "农产品周期", "lv2_id": "L1_Consumer_L2_AgriCycles", "concepts": [ "生猪", "牛肉" ] } ] } ], "uncategorized": [] }