750 lines
38 KiB
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750 lines
38 KiB
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<title>Manus概念深度解析 - AI Agent产业革命</title>
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.table-container {
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</style>
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</head>
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<body class="bg-gray-50">
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<div id="vanta-bg"></div>
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<div class="min-h-screen py-8 px-4 sm:px-6 lg:px-8">
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<div class="max-w-6xl mx-auto">
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<!-- 标题区域 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 highlight-text">Manus概念深度解析</h1>
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<p class="text-xl text-gray-700 max-w-3xl mx-auto">全球首款通用型AI Agent产品引发的产业革命</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-purple-100 text-purple-800 rounded-full text-sm font-medium">
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<i class="fas fa-robot mr-2"></i>AI Agent
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</span>
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<span class="px-4 py-2 bg-blue-100 text-blue-800 rounded-full text-sm font-medium">
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<i class="fas fa-chart-line mr-2"></i>投资分析
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</span>
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<span class="px-4 py-2 bg-green-100 text-green-800 rounded-full text-sm font-medium">
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<i class="fas fa-industry mr-2"></i>产业链
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</span>
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</div>
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</div>
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<!-- 概念事件时间线 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-6 text-gray-800">
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<i class="fas fa-clock mr-3 text-purple-600"></i>概念事件时间线
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</h2>
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<div class="relative pl-8">
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-white p-4 rounded-lg shadow-sm">
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<p class="text-sm text-gray-500 mb-1">2025-03-06 00:00（北京时间）</p>
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<p class="font-medium">Monica.im发布全球首款通用型AI Agent产品Manus，定位"从建议到交付"的通用数字代理</p>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-white p-4 rounded-lg shadow-sm">
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<p class="text-sm text-gray-500 mb-1">2025-03-06 08:00</p>
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<p class="font-medium">官方宣布GAIA基准测试Level-1/2/3均刷新SOTA，超越OpenAI DeepResearch</p>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-white p-4 rounded-lg shadow-sm">
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<p class="text-sm text-gray-500 mb-1">2025-03-06 15:47</p>
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<p class="font-medium">官方微博开通，邀请码炒至3–10万元/个</p>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-white p-4 rounded-lg shadow-sm">
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<p class="text-sm text-gray-500 mb-1">2025-03-11 21:00</p>
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<p class="font-medium">宣布与阿里通义千问达成战略合作，基于Qwen系列开源模型重构国产版本</p>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-white p-4 rounded-lg shadow-sm">
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<p class="text-sm text-gray-500 mb-1">2025-03-13 04:43</p>
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<p class="font-medium">官方披露7天排队用户突破200万，服务器暂停放码</p>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-white p-4 rounded-lg shadow-sm">
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<p class="text-sm text-gray-500 mb-1">2025-03-27</p>
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<p class="font-medium">将在旧金山、纽约、东京等地举办线下Meetup，加速社区裂变</p>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-white p-4 rounded-lg shadow-sm">
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<p class="text-sm text-gray-500 mb-1">2025-03-29</p>
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<p class="font-medium">官网公布定价：Starter 39美元/月（3900积分），Pro 199美元/月（19900积分）；单次复杂任务消耗≥600积分（≈6美元）</p>
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</div>
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</div>
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<div class="timeline-item relative">
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<div class="timeline-dot"></div>
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<div class="bg-white p-4 rounded-lg shadow-sm">
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<p class="text-sm text-gray-500 mb-1">2025-04-03</p>
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<p class="font-medium">The Information报道母公司正寻求新一轮融资，估值≥5亿美元（上轮1亿美元）</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-6 text-gray-800">
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<i class="fas fa-lightbulb mr-3 text-yellow-500"></i>核心观点摘要
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</h2>
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<div class="bg-gradient-to-r from-purple-50 to-blue-50 p-6 rounded-xl border-l-4 border-purple-500">
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<p class="text-lg leading-relaxed text-gray-700">
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Manus以"多代理+虚拟机"的工程化创新，率先把AI Agent从"对话"推向"任务闭环"，当前处于<span class="font-bold text-purple-700">"iPhone 3GS时刻"</span>——产品雏形已立、生态尚未成熟、算力需求指数级放大。短期看"邀请码稀缺+大厂合作"维持高热度；中长期能否兑现，取决于<span class="font-bold text-blue-700">国产模型适配速度、算力成本曲线、以及B端场景落地深度</span>。
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</p>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-6 text-gray-800">
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<i class="fas fa-brain mr-3 text-indigo-600"></i>核心逻辑与市场认知分析
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-8">
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<!-- 核心驱动力 -->
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<div class="bg-white p-5 rounded-xl shadow-sm">
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<h3 class="text-lg font-bold mb-4 text-indigo-700">
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<i class="fas fa-rocket mr-2"></i>核心驱动力
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</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<span class="text-indigo-500 mr-2">•</span>
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<div>
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<p class="font-medium">技术拐点</p>
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<p class="text-sm text-gray-600">Claude3.7/DeepSeek-R1等基座模型在代码、推理能力上跨过"可用"阈值</p>
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</div>
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</li>
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<li class="flex items-start">
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<span class="text-indigo-500 mr-2">•</span>
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<div>
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<p class="font-medium">需求拐点</p>
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<p class="text-sm text-gray-600">C端对"一键交付"的付费意愿被验证；B端对"降本增效"的刚性需求</p>
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</div>
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</li>
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<li class="flex items-start">
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<span class="text-indigo-500 mr-2">•</span>
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<div>
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<p class="font-medium">成本拐点</p>
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<p class="text-sm text-gray-600">单次任务2–6美元的成本已低于一线城市初级白领小时工资</p>
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</div>
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</li>
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</ul>
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</div>
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<!-- 市场热度与情绪 -->
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<div class="bg-white p-5 rounded-xl shadow-sm">
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<h3 class="text-lg font-bold mb-4 text-pink-700">
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<i class="fas fa-fire mr-2"></i>市场热度与情绪
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</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<span class="text-pink-500 mr-2">•</span>
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<p>微信指数峰值≈ Kimi去年3月水平</p>
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</li>
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<li class="flex items-start">
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<span class="text-pink-500 mr-2">•</span>
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<p>3月6–13日，信创ETF、算力租赁、AI应用板块轮番涨停</p>
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</li>
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<li class="flex items-start">
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<span class="text-pink-500 mr-2">•</span>
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<p>路演反馈：买方机构"怕踏空"与"怕追高"并存，情绪呈"高波动、高换手"特征</p>
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</li>
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</ul>
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</div>
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<!-- 预期差 -->
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<div class="bg-white p-5 rounded-xl shadow-sm">
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<h3 class="text-lg font-bold mb-4 text-orange-700">
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<i class="fas fa-exclamation-triangle mr-2"></i>预期差
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</h3>
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<div class="space-y-3">
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<div>
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<p class="font-medium text-orange-600 mb-1">市场叙事</p>
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<p class="text-sm text-gray-600">国产AGI突破、算力需求100×</p>
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</div>
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<div>
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<p class="font-medium text-orange-600 mb-1">路演细节</p>
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<ul class="text-sm text-gray-600 space-y-1">
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<li>• 复杂任务仍需40–90分钟</li>
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<li>• 幻觉率10–20%</li>
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<li>• "套壳"争议未解</li>
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<li>• 服务器并发仅100级</li>
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</ul>
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</div>
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<div>
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<p class="font-medium text-orange-600 mb-1">被忽略的关键</p>
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<p class="text-sm text-gray-600">"任务-工具-数据"三元组的高质量微调数据与沙箱安全合规</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-6 text-gray-800">
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<i class="fas fa-chart-line mr-3 text-green-600"></i>关键催化剂与未来发展路径
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
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<!-- 近期 -->
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<div class="bg-white p-6 rounded-xl shadow-sm">
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<h3 class="text-xl font-bold mb-4 text-green-700">
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<i class="fas fa-calendar-alt mr-2"></i>近期（3–6个月）
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</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="bg-green-100 p-2 rounded-full mr-3">
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<i class="fas fa-microchip text-green-600"></i>
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</div>
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<div>
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<p class="font-medium">阿里Qwen3发布（预计5月）</p>
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<p class="text-sm text-gray-600">国产算力适配完成，成本有望降至1美元/任务</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-green-100 p-2 rounded-full mr-3">
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<i class="fas fa-ticket-alt text-green-600"></i>
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</div>
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<div>
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<p class="font-medium">邀请码放量（4月起每周1–2万枚）</p>
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<p class="text-sm text-gray-600">真实留存率、付费转化率将首次验证</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-green-100 p-2 rounded-full mr-3">
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<i class="fas fa-shield-alt text-green-600"></i>
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</div>
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<div>
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<p class="font-medium">监管沙箱落地</p>
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<p class="text-sm text-gray-600">网信办细则若明确"虚拟机隔离"合规路径，B端金融、政务订单有望加速</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 长期 -->
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<div class="bg-white p-6 rounded-xl shadow-sm">
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<h3 class="text-xl font-bold mb-4 text-blue-700">
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<i class="fas fa-road mr-2"></i>长期（1–3年）
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</h3>
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<div class="space-y-4">
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<div class="border-l-4 border-blue-500 pl-4">
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<p class="font-medium text-blue-700 mb-1">阶段1（0–12个月）</p>
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<p class="text-sm text-gray-600">工具型Agent在法律、HR、财税三大高付费场景落地，ARPU>1000元/年</p>
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</div>
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<div class="border-l-4 border-blue-500 pl-4">
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<p class="font-medium text-blue-700 mb-1">阶段2（12–24个月）</p>
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<p class="text-sm text-gray-600">MCP协议成为行业标准，"Agent-as-a-Service"订阅模式跑通，头部厂商市占率>60%</p>
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</div>
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<div class="border-l-4 border-blue-500 pl-4">
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<p class="font-medium text-blue-700 mb-1">阶段3（24–36个月）</p>
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<p class="text-sm text-gray-600">端-云协同的LLM-OS雏形出现，Agent调用本地/私有数据，形成数据飞轮与网络效应</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 产业链与核心公司深度剖析 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-6 text-gray-800">
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<i class="fas fa-sitemap mr-3 text-teal-600"></i>产业链与核心公司深度剖析
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</h2>
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<!-- 产业链图谱 -->
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<div class="mb-8">
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<h3 class="text-lg font-bold mb-4 text-teal-700">产业链图谱</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-gradient-to-br from-teal-50 to-cyan-50 p-4 rounded-lg">
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<h4 class="font-bold text-teal-800 mb-2">上游</h4>
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<p class="text-sm text-gray-700">GPU/ASIC（寒武纪、海光信息）、服务器（浪潮信息、中科曙光）、IDC（润泽科技、数据港）</p>
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</div>
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<div class="bg-gradient-to-br from-blue-50 to-indigo-50 p-4 rounded-lg">
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<h4 class="font-bold text-blue-800 mb-2">中游</h4>
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<p class="text-sm text-gray-700">云算力租赁（优刻得、青云科技）、虚拟化软件（深信服、宝信软件）</p>
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</div>
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<div class="bg-gradient-to-br from-purple-50 to-pink-50 p-4 rounded-lg">
|
||
<h4 class="font-bold text-purple-800 mb-2">下游</h4>
|
||
<p class="text-sm text-gray-700">Agent应用（金山办公、泛微网络、致远互联）、行业SaaS（用友网络、金蝶国际）、内容/游戏（焦点科技、巨人网络）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心玩家对比 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-lg font-bold mb-4 text-teal-700">核心玩家对比</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-4">
|
||
<div class="bg-white p-4 rounded-lg shadow-sm border-l-4 border-yellow-500">
|
||
<h4 class="font-bold mb-2">Monica.im（未上市）</h4>
|
||
<p class="text-sm text-gray-600">技术领先、品牌心智最强，但"无自有模型"与"算力瓶颈"是硬伤</p>
|
||
</div>
|
||
<div class="bg-white p-4 rounded-lg shadow-sm border-l-4 border-orange-500">
|
||
<h4 class="font-bold mb-2">阿里巴巴（BABA.US/09988.HK）</h4>
|
||
<p class="text-sm text-gray-600">Qwen开源 + 阿里云算力，国产替代逻辑最顺</p>
|
||
</div>
|
||
<div class="bg-white p-4 rounded-lg shadow-sm border-l-4 border-red-500">
|
||
<h4 class="font-bold mb-2">金山办公（688111）</h4>
|
||
<p class="text-sm text-gray-600">WPS AI已内测Agent功能，C端付费场景最清晰</p>
|
||
</div>
|
||
<div class="bg-white p-4 rounded-lg shadow-sm border-l-4 border-green-500">
|
||
<h4 class="font-bold mb-2">寒武纪（688256）</h4>
|
||
<p class="text-sm text-gray-600">国产AI芯片唯一量产，推理算力100×弹性最大</p>
|
||
</div>
|
||
<div class="bg-white p-4 rounded-lg shadow-sm border-l-4 border-blue-500">
|
||
<h4 class="font-bold mb-2">焦点科技（002315）</h4>
|
||
<p class="text-sm text-gray-600">AI外贸助手已跑通，B端收入验证最快</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 验证与证伪 -->
|
||
<div>
|
||
<h3 class="text-lg font-bold mb-4 text-teal-700">验证与证伪</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-green-50 p-4 rounded-lg border border-green-200">
|
||
<h4 class="font-bold text-green-800 mb-2">
|
||
<i class="fas fa-check-circle mr-2"></i>验证
|
||
</h4>
|
||
<p class="text-sm text-gray-700">3月11日阿里官宣合作后，优刻得、青云科技当日涨停，印证"国产算力+Agent"逻辑</p>
|
||
</div>
|
||
<div class="bg-red-50 p-4 rounded-lg border border-red-200">
|
||
<h4 class="font-bold text-red-800 mb-2">
|
||
<i class="fas fa-times-circle mr-2"></i>证伪
|
||
</h4>
|
||
<p class="text-sm text-gray-700">路演透露"单次任务6美元"与"并发100"与卖方研报"成本2美元、可支撑万级并发"存在数量级差异，提示短期业绩兑现风险</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="glass-effect rounded-2xl p-6 mb-8 card-shadow">
|
||
<h2 class="text-2xl font-bold mb-6 text-gray-800">
|
||
<i class="fas fa-exclamation-circle mr-3 text-red-600"></i>潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-4">
|
||
<div class="bg-white p-5 rounded-xl shadow-sm">
|
||
<div class="bg-red-100 w-12 h-12 rounded-full flex items-center justify-center mb-4">
|
||
<i class="fas fa-microchip text-red-600 text-xl"></i>
|
||
</div>
|
||
<h3 class="font-bold mb-2 text-red-700">技术</h3>
|
||
<ul class="text-sm text-gray-600 space-y-1">
|
||
<li>• 长链任务幻觉</li>
|
||
<li>• 虚拟机逃逸</li>
|
||
<li>• 多模态工具链缺失</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-white p-5 rounded-xl shadow-sm">
|
||
<div class="bg-orange-100 w-12 h-12 rounded-full flex items-center justify-center mb-4">
|
||
<i class="fas fa-dollar-sign text-orange-600 text-xl"></i>
|
||
</div>
|
||
<h3 class="font-bold mb-2 text-orange-700">商业化</h3>
|
||
<ul class="text-sm text-gray-600 space-y-1">
|
||
<li>• 高定价抑制C端渗透</li>
|
||
<li>• B端数据合规成本未知</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-white p-5 rounded-xl shadow-sm">
|
||
<div class="bg-yellow-100 w-12 h-12 rounded-full flex items-center justify-center mb-4">
|
||
<i class="fas fa-balance-scale text-yellow-600 text-xl"></i>
|
||
</div>
|
||
<h3 class="font-bold mb-2 text-yellow-700">政策</h3>
|
||
<ul class="text-sm text-gray-600 space-y-1">
|
||
<li>• 出口管制导致高端GPU断供</li>
|
||
<li>• 国内数据跨境流动限制</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-white p-5 rounded-xl shadow-sm">
|
||
<div class="bg-purple-100 w-12 h-12 rounded-full flex items-center justify-center mb-4">
|
||
<i class="fas fa-info-circle text-purple-600 text-xl"></i>
|
||
</div>
|
||
<h3 class="font-bold mb-2 text-purple-700">信息矛盾</h3>
|
||
<ul class="text-sm text-gray-600 space-y-1">
|
||
<li>• 成本口径：官方2美元vs实测6美元</li>
|
||
<li>• 并发能力：路演100vs研报"万级"</li>
|
||
<li>• 模型来源：Claude3.7vsQwen</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="glass-effect rounded-2xl p-6 mb-8 card-shadow">
|
||
<h2 class="text-2xl font-bold mb-6 text-gray-800">
|
||
<i class="fas fa-trophy mr-3 text-yellow-600"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="bg-gradient-to-r from-yellow-50 to-amber-50 p-6 rounded-xl mb-6">
|
||
<p class="text-lg font-medium mb-3 text-gray-800">阶段判断</p>
|
||
<p class="text-gray-700">
|
||
当前处于<span class="font-bold text-yellow-700">"主题炒作向基本面过渡"</span>的<span class="font-bold text-yellow-700">"预期验证期"</span>，核心矛盾是<span class="font-bold text-yellow-700">"高热度vs低供给"</span>。
|
||
</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-bold mb-4 text-gray-800">最具价值细分</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-white p-4 rounded-lg shadow-sm border-l-4 border-blue-500">
|
||
<h4 class="font-bold mb-2 text-blue-700">国产算力链</h4>
|
||
<p class="text-sm text-gray-600">寒武纪、海光信息、浪潮信息——需求弹性最大</p>
|
||
</div>
|
||
<div class="bg-white p-4 rounded-lg shadow-sm border-l-4 border-green-500">
|
||
<h4 class="font-bold mb-2 text-green-700">云算力租赁</h4>
|
||
<p class="text-sm text-gray-600">优刻得、青云科技——涨价弹性+政策催化</p>
|
||
</div>
|
||
<div class="bg-white p-4 rounded-lg shadow-sm border-l-4 border-purple-500">
|
||
<h4 class="font-bold mb-2 text-purple-700">垂直Agent SaaS</h4>
|
||
<p class="text-sm text-gray-600">金山办公、用友网络、焦点科技——付费场景清晰+数据壁垒</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-bold mb-4 text-gray-800">关键跟踪指标</h3>
|
||
<div class="bg-white p-5 rounded-lg shadow-sm">
|
||
<ul class="space-y-3">
|
||
<li class="flex items-center">
|
||
<div class="bg-indigo-100 p-2 rounded-full mr-3">
|
||
<i class="fas fa-ticket-alt text-indigo-600"></i>
|
||
</div>
|
||
<div>
|
||
<p class="font-medium">邀请码转化率</p>
|
||
<p class="text-sm text-gray-600">4月起周度披露</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-center">
|
||
<div class="bg-indigo-100 p-2 rounded-full mr-3">
|
||
<i class="fas fa-chart-line text-indigo-600"></i>
|
||
</div>
|
||
<div>
|
||
<p class="font-medium">单任务成本曲线</p>
|
||
<p class="text-sm text-gray-600">Qwen3上线后是否降至1美元以下</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-center">
|
||
<div class="bg-indigo-100 p-2 rounded-full mr-3">
|
||
<i class="fas fa-handshake text-indigo-600"></i>
|
||
</div>
|
||
<div>
|
||
<p class="font-medium">B端签约金额</p>
|
||
<p class="text-sm text-gray-600">金融、法律、财税三大场景季度订单</p>
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="glass-effect rounded-2xl p-6 card-shadow">
|
||
<h2 class="text-2xl font-bold mb-6 text-gray-800">
|
||
<i class="fas fa-table mr-3 text-blue-600"></i>关联股票数据
|
||
</h2>
|
||
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-gradient-to-r from-blue-600 to-indigo-700 text-white">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold uppercase">股票代码</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold uppercase">行业</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold uppercase">项目/产业链</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold uppercase">持股比例/关联信息</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold uppercase">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium">Manus(250306)</td>
|
||
<td class="py-3 px-4 text-sm">软件开发</td>
|
||
<td class="py-3 px-4 text-sm">夜莺科技</td>
|
||
<td class="py-3 px-4 text-sm">明略软件持股88.67%、腾讯持股11.33%</td>
|
||
<td class="py-3 px-4 text-sm">表格中明确提到Manus母公司为明略软件，腾讯持股，且与夜莺科技存在实控人关联，但未披露业务合作细节</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium">佳都科技</td>
|
||
<td class="py-3 px-4 text-sm">人工智能</td>
|
||
<td class="py-3 px-4 text-sm">千视通视觉</td>
|
||
<td class="py-3 px-4 text-sm">11.11%</td>
|
||
<td class="py-3 px-4 text-sm">佳都科技持有千视通视觉11.11%股权，且为苏州千视通大股东</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium">川大智胜</td>
|
||
<td class="py-3 px-4 text-sm">人工智能</td>
|
||
<td class="py-3 px-4 text-sm">苏州千视通</td>
|
||
<td class="py-3 px-4 text-sm">10.34%</td>
|
||
<td class="py-3 px-4 text-sm">川大智胜持有苏州千视通10.34%股权</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium">任子行</td>
|
||
<td class="py-3 px-4 text-sm">网络安全</td>
|
||
<td class="py-3 px-4 text-sm">明略软件B轮融资</td>
|
||
<td class="py-3 px-4 text-sm">1.54%（已转让给上海华晟）</td>
|
||
<td class="py-3 px-4 text-sm">任子行曾参与明略软件B轮融资并持股1.54%，后转让给上海华晟</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium">东方明珠</td>
|
||
<td class="py-3 px-4 text-sm">文化传媒</td>
|
||
<td class="py-3 px-4 text-sm">明略软件E+轮融资</td>
|
||
<td class="py-3 px-4 text-sm">-</td>
|
||
<td class="py-3 px-4 text-sm">东方明珠传媒产业基金参与明略软件E+轮融资</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium">中航产融</td>
|
||
<td class="py-3 px-4 text-sm">金融</td>
|
||
<td class="py-3 px-4 text-sm">明略科技D轮融资</td>
|
||
<td class="py-3 px-4 text-sm">-</td>
|
||
<td class="py-3 px-4 text-sm">旗下中航信托参与明略科技D轮融资</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium">盛通股份</td>
|
||
<td class="py-3 px-4 text-sm">教育</td>
|
||
<td class="py-3 px-4 text-sm">真格教育产业基金</td>
|
||
<td class="py-3 px-4 text-sm">2018年与真格基金共同发起</td>
|
||
<td class="py-3 px-4 text-sm">盛通股份参与投资迈格森英语等项目</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium">蓝色光标</td>
|
||
<td class="py-3 px-4 text-sm">广告营销</td>
|
||
<td class="py-3 px-4 text-sm">Manus种子轮融资</td>
|
||
<td class="py-3 px-4 text-sm">参与投资天津真格天弘资产管理合伙企业</td>
|
||
<td class="py-3 px-4 text-sm">蓝色光标为Manus种子轮投资方</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium">弘信电子</td>
|
||
<td class="py-3 px-4 text-sm">电子制造</td>
|
||
<td class="py-3 px-4 text-sm">AI芯片</td>
|
||
<td class="py-3 px-4 text-sm">-</td>
|
||
<td class="py-3 px-4 text-sm">属于腾讯持股涉及的AI芯片产业链</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium">数据港</td>
|
||
<td class="py-3 px-4 text-sm">数据中心</td>
|
||
<td class="py-3 px-4 text-sm">数据中心</td>
|
||
<td class="py-3 px-4 text-sm">-</td>
|
||
<td class="py-3 px-4 text-sm">腾讯持股涉及的数据中心产业链</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium">锐捷网络</td>
|
||
<td class="py-3 px-4 text-sm">网络设备</td>
|
||
<td class="py-3 px-4 text-sm">数据中心</td>
|
||
<td class="py-3 px-4 text-sm">-</td>
|
||
<td class="py-3 px-4 text-sm">腾讯持股涉及的数据中心产业链</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium">英维克</td>
|
||
<td class="py-3 px-4 text-sm">温控设备</td>
|
||
<td class="py-3 px-4 text-sm">数据中心</td>
|
||
<td class="py-3 px-4 text-sm">-</td>
|
||
<td class="py-3 px-4 text-sm">腾讯持股涉及的数据中心产业链</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium">科华数据</td>
|
||
<td class="py-3 px-4 text-sm">电力电子</td>
|
||
<td class="py-3 px-4 text-sm">数据中心</td>
|
||
<td class="py-3 px-4 text-sm">-</td>
|
||
<td class="py-3 px-4 text-sm">腾讯持股涉及的数据中心产业链</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium">航锦科技</td>
|
||
<td class="py-3 px-4 text-sm">化工</td>
|
||
<td class="py-3 px-4 text-sm">数据中心</td>
|
||
<td class="py-3 px-4 text-sm">-</td>
|
||
<td class="py-3 px-4 text-sm">腾讯持股涉及的数据中心产业链</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium">广电电气</td>
|
||
<td class="py-3 px-4 text-sm">电气设备</td>
|
||
<td class="py-3 px-4 text-sm">数据中心</td>
|
||
<td class="py-3 px-4 text-sm">-</td>
|
||
<td class="py-3 px-4 text-sm">腾讯持股涉及的数据中心产业链</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium">华勤技术</td>
|
||
<td class="py-3 px-4 text-sm">服务器制造</td>
|
||
<td class="py-3 px-4 text-sm">服务器</td>
|
||
<td class="py-3 px-4 text-sm">-</td>
|
||
<td class="py-3 px-4 text-sm">腾讯持股涉及的服务器产业链</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium">浪潮信息</td>
|
||
<td class="py-3 px-4 text-sm">服务器制造</td>
|
||
<td class="py-3 px-4 text-sm">服务器</td>
|
||
<td class="py-3 px-4 text-sm">-</td>
|
||
<td class="py-3 px-4 text-sm">腾讯持股涉及的服务器产业链</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium">中科曙光</td>
|
||
<td class="py-3 px-4 text-sm">高性能计算</td>
|
||
<td class="py-3 px-4 text-sm">服务器</td>
|
||
<td class="py-3 px-4 text-sm">-</td>
|
||
<td class="py-3 px-4 text-sm">腾讯持股涉及的服务器产业链</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium">东华软件</td>
|
||
<td class="py-3 px-4 text-sm">软件服务</td>
|
||
<td class="py-3 px-4 text-sm">腾讯云</td>
|
||
<td class="py-3 px-4 text-sm">-</td>
|
||
<td class="py-3 px-4 text-sm">腾讯持股涉及的腾讯云产业链</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium">久远银海</td>
|
||
<td class="py-3 px-4 text-sm">医疗IT</td>
|
||
<td class="py-3 px-4 text-sm">腾讯云</td>
|
||
<td class="py-3 px-4 text-sm">-</td>
|
||
<td class="py-3 px-4 text-sm">腾讯持股涉及的腾讯云产业链</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium">神州数码</td>
|
||
<td class="py-3 px-4 text-sm">IT服务</td>
|
||
<td class="py-3 px-4 text-sm">腾讯云</td>
|
||
<td class="py-3 px-4 text-sm">-</td>
|
||
<td class="py-3 px-4 text-sm">腾讯持股涉及的腾讯云产业链</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium">上海电气</td>
|
||
<td class="py-3 px-4 text-sm">装备制造</td>
|
||
<td class="py-3 px-4 text-sm">腾讯云</td>
|
||
<td class="py-3 px-4 text-sm">-</td>
|
||
<td class="py-3 px-4 text-sm">腾讯持股涉及的腾讯云产业链</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium">荣旗科技</td>
|
||
<td class="py-3 px-4 text-sm">智能制造</td>
|
||
<td class="py-3 px-4 text-sm">腾讯云</td>
|
||
<td class="py-3 px-4 text-sm">-</td>
|
||
<td class="py-3 px-4 text-sm">腾讯持股涉及的腾讯云产业链</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium">宝信软件</td>
|
||
<td class="py-3 px-4 text-sm">工业互联网</td>
|
||
<td class="py-3 px-4 text-sm">腾讯云</td>
|
||
<td class="py-3 px-4 text-sm">-</td>
|
||
<td class="py-3 px-4 text-sm">腾讯持股涉及的腾讯云产业链</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium">东湖高新</td>
|
||
<td class="py-3 px-4 text-sm">园区开发</td>
|
||
<td class="py-3 px-4 text-sm">武汉夜莺办公区</td>
|
||
<td class="py-3 px-4 text-sm">-</td>
|
||
<td class="py-3 px-4 text-sm">办公场地位于东湖高新区</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 text-sm font-medium">武汉算力</td>
|
||
<td class="py-3 px-4 text-sm">算力服务</td>
|
||
<td class="py-3 px-4 text-sm">湖北广电、烽火通信、中贝通信</td>
|
||
<td class="py-3 px-4 text-sm">-</td>
|
||
<td class="py-3 px-4 text-sm">供货预期涉及的算力服务供应链</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
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|
||
|
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``` |