1523 lines
82 KiB
HTML
1523 lines
82 KiB
HTML
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<title>字节AI生态洞察报告</title>
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</head>
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<body class="min-h-screen relative">
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 relative z-10">
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<!-- 标题部分 -->
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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">字节AI生态洞察报告</h1>
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<p class="text-lg text-slate-300 max-w-3xl mx-auto">从"技术验证"到"商业化爆发前夜"，深度解析字节跳动AI生态的战略布局与投资机会</p>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="section-card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">概念事件时间轴</h2>
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<div class="space-y-4">
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<div class="flex">
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<div class="flex flex-col items-center mr-4">
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<div class="timeline-dot w-3 h-3 rounded-full"></div>
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<div class="w-0.5 h-full bg-slate-600 mt-2"></div>
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</div>
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<div class="pb-4">
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<h3 class="font-semibold text-lg">2023年1月</h3>
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<p class="text-slate-300">字节组建首个大模型团队（Seed），由搜索部门牵头，负责人朱文佳。</p>
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</div>
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</div>
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<div class="flex">
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<div class="flex flex-col items-center mr-4">
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<div class="timeline-dot w-3 h-3 rounded-full"></div>
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<div class="w-0.5 h-full bg-slate-600 mt-2"></div>
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</div>
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<div class="pb-4">
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<h3 class="font-semibold text-lg">2023年8月</h3>
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<p class="text-slate-300">自研「云雀」大模型通过网信办备案，同期上线多模态模型BuboGPT。</p>
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</div>
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</div>
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<div class="flex">
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<div class="flex flex-col items-center mr-4">
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<div class="timeline-dot w-3 h-3 rounded-full"></div>
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<div class="w-0.5 h-full bg-slate-600 mt-2"></div>
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</div>
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<div class="pb-4">
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<h3 class="font-semibold text-lg">2023年11月</h3>
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<p class="text-slate-300">成立Flow部门（专注AI应用），Stone团队（技术支持），形成"模型-应用-硬件"全栈架构。</p>
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</div>
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</div>
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<div class="flex">
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<div class="flex flex-col items-center mr-4">
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<div class="timeline-dot w-3 h-3 rounded-full"></div>
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<div class="w-0.5 h-full bg-slate-600 mt-2"></div>
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</div>
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<div class="pb-4">
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<h3 class="font-semibold text-lg">2024年5月</h3>
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<p class="text-slate-300">发布豆包大模型家族（含9款模型），<span class="text-purple-400 font-semibold">日均tokens调用量从1200亿增至4万亿（32倍）</span>。</p>
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</div>
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</div>
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<div class="flex">
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<div class="flex flex-col items-center mr-4">
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<div class="timeline-dot w-3 h-3 rounded-full"></div>
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<div class="w-0.5 h-full bg-slate-600 mt-2"></div>
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</div>
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<div class="pb-4">
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<h3 class="font-semibold text-lg">2024年10月</h3>
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<p class="text-slate-300">推出首款AI硬件Ola Friend耳机（1199元），收购Oladance补全音频技术。</p>
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</div>
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</div>
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<div class="flex">
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<div class="flex flex-col items-center mr-4">
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<div class="timeline-dot w-3 h-3 rounded-full"></div>
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</div>
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<div class="pb-4">
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<h3 class="font-semibold text-lg">2024年12月</h3>
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<p class="text-slate-300">火山引擎FORCE大会发布<span class="text-purple-400 font-semibold">豆包视觉理解模型（0.003元/千tokens，行业最低）</span>。豆包APP月活达<span class="text-purple-400 font-semibold">7116万（全球第二，仅次于ChatGPT）</span>，3日留存率28%。</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="gradient-border mb-8">
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<div class="section-card rounded-xl p-6 bg-slate-800">
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<h2 class="text-2xl font-bold mb-4 text-blue-400">核心观点摘要</h2>
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<div class="text-lg leading-relaxed">
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字节AI生态已从"技术验证"进入"商业化爆发前夜"：<span class="text-purple-400 font-semibold">豆包大模型以极致性价比（成本降99%）和全场景渗透（50+业务、30+行业）快速占领市场</span>，火山引擎作为算力底座形成飞轮效应。未来3-6个月的关键是<span class="text-purple-400 font-semibold">硬件放量（AI眼镜/耳机）</span>和<span class="text-purple-400 font-semibold">B端场景落地（汽车/零售联盟）</span>。
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</div>
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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="section-card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">核心逻辑与市场认知分析</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-6">
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<div>
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<h3 class="text-xl font-semibold mb-3 text-purple-400">核心驱动力</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-chevron-right text-blue-400 mt-1 mr-2"></i>
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<div>
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<span class="font-medium">技术-成本双突破</span>
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<p class="text-slate-300 text-sm">豆包1.5Pro综合能力持平GPT-4o，但推理成本仅为1/8，推动"厘时代"定价（0.0008元/千tokens）。</p>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-chevron-right text-blue-400 mt-1 mr-2"></i>
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<div>
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<span class="font-medium">流量-数据闭环</span>
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<p class="text-slate-300 text-sm">抖音8亿MAU为豆包导流（90%用户重合），私域数据反哺模型训练，形成"数据-模型-应用"正循环。</p>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-chevron-right text-blue-400 mt-1 mr-2"></i>
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<div>
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<span class="font-medium">生态杠杆</span>
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<p class="text-slate-300 text-sm">通过火山引擎（2024H1 GENAI IaaS市占率18%）输出算力，绑定产业链（润泽科技、寒武纪等）。</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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<div>
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<h3 class="text-xl font-semibold mb-3 text-purple-400">市场热度与情绪</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-chart-line text-green-400 mt-1 mr-2"></i>
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<div>
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<span class="font-medium">研报密集度</span>
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<p class="text-slate-300 text-sm">2024年12月相关路演/研报达15篇，关键词从"技术对标"转向"商业化落地"。</p>
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||
</div>
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||
</li>
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||
<li class="flex items-start">
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||
<i class="fas fa-balance-scale text-yellow-400 mt-1 mr-2"></i>
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<div>
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<span class="font-medium">情绪分化</span>
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<p class="text-slate-300 text-sm">乐观派（东吴、国海）强调"硬件+云"双轮驱动；谨慎派（华泰）提示"硬件放量不及预期"风险。</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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</div>
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<div>
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<h3 class="text-xl font-semibold mb-3 text-purple-400">预期差</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-lightbulb text-yellow-400 mt-1 mr-2"></i>
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<div>
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<span class="font-medium">市场忽略点</span>
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<p class="text-slate-300 text-sm">豆包B端调用量占比超60%（汽车、零售联盟），但C端热度掩盖了企业级收入潜力。</p>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-exclamation-triangle text-red-400 mt-1 mr-2"></i>
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<div>
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<span class="font-medium">矛盾数据</span>
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<p class="text-slate-300 text-sm">路演称豆包MAU 7116万，但部分第三方统计仅5000万，差异源于抖音内嵌版本未完全计入。</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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</div>
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<!-- 关键催化剂与路径 -->
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<div class="section-card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">关键催化剂与路径</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-xl font-semibold mb-4 text-purple-400">近期催化剂（3-6个月）</h3>
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<div class="space-y-4">
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<div class="bg-slate-700 p-4 rounded-lg">
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<div class="flex items-center mb-2">
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<div class="bg-blue-500 text-white rounded-full w-8 h-8 flex items-center justify-center mr-3">1</div>
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<h4 class="font-medium">2025Q1：豆包视频生成模型全面开放</h4>
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</div>
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<p class="text-slate-300 text-sm ml-11">内测版已支持多镜头切换，视频生成能力持续提升</p>
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</div>
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<div class="bg-slate-700 p-4 rounded-lg">
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<div class="flex items-center mb-2">
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<div class="bg-blue-500 text-white rounded-full w-8 h-8 flex items-center justify-center mr-3">2</div>
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<h4 class="font-medium">2025Q2：AI眼镜发布</h4>
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</div>
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<p class="text-slate-300 text-sm ml-11">内部测试显示高通AR1芯片+豆包实时语音组合</p>
|
||
</div>
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<div class="bg-slate-700 p-4 rounded-lg">
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<div class="flex items-center mb-2">
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<div class="bg-blue-500 text-white rounded-full w-8 h-8 flex items-center justify-center mr-3">3</div>
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<h4 class="font-medium">政策节点</h4>
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</div>
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<p class="text-slate-300 text-sm ml-11">网信办《生成式AI管理办法》细则落地，或明确B端数据合规红利</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
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||
<h3 class="text-xl font-semibold mb-4 text-purple-400">长期路径</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-slate-700 p-4 rounded-lg">
|
||
<div class="flex items-center mb-2">
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<div class="bg-purple-500 text-white rounded-full w-8 h-8 flex items-center justify-center mr-3">1</div>
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||
<h4 class="font-medium">阶段1（2025）</h4>
|
||
</div>
|
||
<p class="text-slate-300 text-sm ml-11">硬件渗透（AI眼镜销量目标300万台）+企业客户复购（火山引擎ARR超50亿）</p>
|
||
</div>
|
||
<div class="bg-slate-700 p-4 rounded-lg">
|
||
<div class="flex items-center mb-2">
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<div class="bg-purple-500 text-white rounded-full w-8 h-8 flex items-center justify-center mr-3">2</div>
|
||
<h4 class="font-medium">阶段2（2026-2027）</h4>
|
||
</div>
|
||
<p class="text-slate-300 text-sm ml-11">AGI技术突破（SeedEdge项目）推动"AI+行业"解决方案（如自动驾驶、医疗诊断）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司 -->
|
||
<div class="section-card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">产业链与核心公司</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3 text-purple-400">产业链图谱</h3>
|
||
<div class="bg-slate-700 p-4 rounded-lg">
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div>
|
||
<h4 class="font-medium text-blue-400 mb-2">上游算力</h4>
|
||
<p class="text-slate-300">寒武纪（590芯片）、海光信息（7300系列）、润泽科技（IDC）</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium text-blue-400 mb-2">中游平台</h4>
|
||
<p class="text-slate-300">火山引擎（MaaS市占率18%）、扣子（200万智能体）</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium text-blue-400 mb-2">下游应用</h4>
|
||
<p class="text-slate-300">C端：豆包（7116万MAU）、Ola Friend耳机<br>B端：广汽集团（汽车联盟）、多点DMALL（零售联盟）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
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<h3 class="text-xl font-semibold mb-3 text-purple-400">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
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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-600">
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<th class="text-left py-3 px-4">公司</th>
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||
<th class="text-left py-3 px-4">角色</th>
|
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<th class="text-left py-3 px-4">验证数据</th>
|
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<th class="text-left py-3 px-4">风险点</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-700">
|
||
<td class="py-3 px-4 font-medium">寒武纪</td>
|
||
<td class="py-3 px-4">算力芯片龙头</td>
|
||
<td class="py-3 px-4">字节采购23万片H20，寒武纪590适配</td>
|
||
<td class="py-3 px-4">美国制裁升级</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">润泽科技</td>
|
||
<td class="py-3 px-4">IDC核心供应商</td>
|
||
<td class="py-3 px-4">字节业务占比64%，上架率90%</td>
|
||
<td class="py-3 px-4">价格战压缩毛利率</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">歌尔股份</td>
|
||
<td class="py-3 px-4">AI眼镜代工</td>
|
||
<td class="py-3 px-4">Pico团队+高通AR1方案</td>
|
||
<td class="py-3 px-4">Meta竞品挤压订单</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险 -->
|
||
<div class="section-card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">潜在风险</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-slate-700 p-4 rounded-lg">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-microchip text-red-400 mr-2"></i>
|
||
<h3 class="font-semibold">技术风险</h3>
|
||
</div>
|
||
<p class="text-slate-300 text-sm">视频生成模型时序一致性仍落后于Sora（路演承认"第二梯队"）。</p>
|
||
</div>
|
||
<div class="bg-slate-700 p-4 rounded-lg">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-dollar-sign text-red-400 mr-2"></i>
|
||
<h3 class="font-semibold">商业化风险</h3>
|
||
</div>
|
||
<p class="text-slate-300 text-sm">AI眼镜定价5000-7000元，需补贴才能放量（努比亚年销量仅70万台）。</p>
|
||
</div>
|
||
<div class="bg-slate-700 p-4 rounded-lg">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-gavel text-red-400 mr-2"></i>
|
||
<h3 class="font-semibold">政策风险</h3>
|
||
</div>
|
||
<p class="text-slate-300 text-sm">TikTok美国诉讼若败诉，Lemon 8迁移计划可能受阻（影响海外AI数据训练）。</p>
|
||
</div>
|
||
<div class="bg-slate-700 p-4 rounded-lg">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-exclamation-circle text-red-400 mr-2"></i>
|
||
<h3 class="font-semibold">信息矛盾</h3>
|
||
</div>
|
||
<p class="text-slate-300 text-sm">华泰路演提示"硬件非盈利"，但国海预测"2025年AI眼镜贡献30亿收入"，需跟踪销量数据。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="gradient-border mb-8">
|
||
<div class="section-card rounded-xl p-6 bg-slate-800">
|
||
<h2 class="text-2xl font-bold mb-4 text-blue-400">综合结论与投资启示</h2>
|
||
<div class="space-y-4">
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-2 text-purple-400">阶段判断</h3>
|
||
<p class="text-slate-300">从主题炒作（2023）进入<span class="text-purple-400 font-semibold">基本面驱动早期</span>（2024Q4），核心验证指标为<span class="text-purple-400 font-semibold">豆包B端收入占比</span>和<span class="text-purple-400 font-semibold">AI硬件销量</span>。</p>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-2 text-purple-400">高价值环节</h3>
|
||
<div class="space-y-2">
|
||
<div class="flex items-start">
|
||
<span class="tag tag-blue">1</span>
|
||
<div class="ml-2">
|
||
<span class="font-medium">算力芯片（寒武纪/海光）</span>
|
||
<p class="text-slate-300 text-sm">确定性最高，字节2025年GPU采购量或达50万片</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<span class="tag tag-purple">2</span>
|
||
<div class="ml-2">
|
||
<span class="font-medium">AI玩具（乐鑫科技+实丰文化）</span>
|
||
<p class="text-slate-300 text-sm">儿童场景容错率高，显眼包AI玩具已内测</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<span class="tag tag-green">3</span>
|
||
<div class="ml-2">
|
||
<span class="font-medium">数据服务（海天瑞声）</span>
|
||
<p class="text-slate-300 text-sm">豆包多模态训练需求爆发，日均图片生成5000万张</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-2 text-purple-400">关键跟踪指标</h3>
|
||
<ul class="list-disc list-inside text-slate-300 space-y-1">
|
||
<li>豆包企业客户数（当前30+，目标2025年100+）</li>
|
||
<li>AI眼镜首月销量（内部目标10万台，低于预期则证伪硬件逻辑）</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-r from-blue-900 to-purple-900 p-4 rounded-lg">
|
||
<p class="text-lg font-semibold text-center">
|
||
一句话总结：字节AI生态的胜负手不在技术，而在<span class="text-yellow-300">"低价模型+流量变现"</span>能否复制抖音的降维打击。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="section-card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">关联股票数据</h2>
|
||
|
||
<div class="space-y-8">
|
||
<!-- TikTok概念 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">TikTok概念</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-slate-600">
|
||
<th class="text-left py-3 px-4">股票名称</th>
|
||
<th class="text-left py-3 px-4">项目</th>
|
||
<th class="text-left py-3 px-4">行业</th>
|
||
<th class="text-left py-3 px-4">分类</th>
|
||
<th class="text-left py-3 px-4">产业链</th>
|
||
<th class="text-left py-3 px-4">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">省广集团</td>
|
||
<td class="py-3 px-4">TikTok出海核心代理商</td>
|
||
<td class="py-3 px-4">营销</td>
|
||
<td class="py-3 px-4">海外流量产品代理</td>
|
||
<td class="py-3 px-4">出海营销服务</td>
|
||
<td class="py-3 px-4">与字节跳动有长期合作，获得TikTok等多款海外流量产品在五大洲150多个国家和地区的出海代理权</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">蓝色光标</td>
|
||
<td class="py-3 px-4">TikTok官方出海代理商</td>
|
||
<td class="py-3 px-4">营销</td>
|
||
<td class="py-3 px-4">国际化营销</td>
|
||
<td class="py-3 px-4">海外品牌出海服务</td>
|
||
<td class="py-3 px-4">2019年成为TikTok官方认可的入海代理商，支持企业国际化营销需求</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">易点天下</td>
|
||
<td class="py-3 px-4">TikTok for Business授权代理商</td>
|
||
<td class="py-3 px-4">营销</td>
|
||
<td class="py-3 px-4">跨境电商服务</td>
|
||
<td class="py-3 px-4">海外流量运营</td>
|
||
<td class="py-3 px-4">2018年起成为TikTok for Business授权代理商，2024年旗下Cyberklick成为短剧承制服务商</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">引力传媒</td>
|
||
<td class="py-3 px-4">TikTok英区TSP与TAP双认证</td>
|
||
<td class="py-3 px-4">营销</td>
|
||
<td class="py-3 px-4">短视频内容运营</td>
|
||
<td class="py-3 px-4">海外内容营销</td>
|
||
<td class="py-3 px-4">英国分公司获TSP（品牌商家代运营）与TAP（达人短视频内容及分销）双认证，具备社交营销、电商运营能力</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">天下秀</td>
|
||
<td class="py-3 px-4">TikTok北美直营业务首批合作伙伴</td>
|
||
<td class="py-3 px-4">营销</td>
|
||
<td class="py-3 px-4">红人营销</td>
|
||
<td class="py-3 px-4">跨境红人电商</td>
|
||
<td class="py-3 px-4">通过SaaS产品ADream支持跨境电商业务，服务北美、中东、东南亚红人及商家</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">利欧股份</td>
|
||
<td class="py-3 px-4">TikTok代理商</td>
|
||
<td class="py-3 px-4">营销</td>
|
||
<td class="py-3 px-4">数字营销</td>
|
||
<td class="py-3 px-4">海外数字营销</td>
|
||
<td class="py-3 px-4">日业务规模超百万，探索与TikTok合作机遇，拓展海外数字营销业务</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">华凯易佰</td>
|
||
<td class="py-3 px-4">收购海兔科技</td>
|
||
<td class="py-3 px-4">电商</td>
|
||
<td class="py-3 px-4">跨境电商</td>
|
||
<td class="py-3 px-4">TikTok电商运营</td>
|
||
<td class="py-3 px-4">收购TikTok头部电商海兔科技，布局东南亚、欧美市场，吸纳其运营团队并加码项目运营</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">遥望科技</td>
|
||
<td class="py-3 px-4">TikTok短视频和直播带货</td>
|
||
<td class="py-3 px-4">电商</td>
|
||
<td class="py-3 px-4">直播电商</td>
|
||
<td class="py-3 px-4">海外直播带货</td>
|
||
<td class="py-3 px-4">国内领先直播带货公司，布局TikTok短视频和直播业务，完成超3000位海外主播合作</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">超讯通信</td>
|
||
<td class="py-3 px-4">Seven Flame入驻TikTok Series</td>
|
||
<td class="py-3 px-4">短剧</td>
|
||
<td class="py-3 px-4">短剧内容制作</td>
|
||
<td class="py-3 px-4">海外短剧发行</td>
|
||
<td class="py-3 px-4">参股公司七火山旗下短剧品牌Seven Flame成为TikTok Series首批内容合作伙伴</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">九州文化（未上市）</td>
|
||
<td class="py-3 px-4">Short TV与99 TV布局</td>
|
||
<td class="py-3 px-4">短剧</td>
|
||
<td class="py-3 px-4">短剧平台运营</td>
|
||
<td class="py-3 px-4">短剧生产与发行</td>
|
||
<td class="py-3 px-4">拥有完整短剧生产流程，2023年上线两款短剧APP，布局全球短剧市场</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">点众科技（未上市）</td>
|
||
<td class="py-3 px-4">海外短剧制作</td>
|
||
<td class="py-3 px-4">短剧</td>
|
||
<td class="py-3 px-4">短剧内容制作</td>
|
||
<td class="py-3 px-4">原创短剧生产</td>
|
||
<td class="py-3 px-4">2023年入局海外短剧，推出约300部短剧，含20多部原创爆款</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">钛动科技（未上市）</td>
|
||
<td class="py-3 px-4">TikTok for Business服务商</td>
|
||
<td class="py-3 px-4">短剧</td>
|
||
<td class="py-3 px-4">短剧承制服务</td>
|
||
<td class="py-3 px-4">短剧技术支持</td>
|
||
<td class="py-3 px-4">2022年起成为TikTok for Business达人资源服务商，2024年升级为短剧承制服务商</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 字节算力 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">字节算力</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-slate-600">
|
||
<th class="text-left py-3 px-4">股票名称</th>
|
||
<th class="text-left py-3 px-4">项目</th>
|
||
<th class="text-left py-3 px-4">产品/服务</th>
|
||
<th class="text-left py-3 px-4">客户/占比</th>
|
||
<th class="text-left py-3 px-4">产业链</th>
|
||
<th class="text-left py-3 px-4">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">南凌科技</td>
|
||
<td class="py-3 px-4">火山引擎全线产品代理商</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">字节跳动</td>
|
||
<td class="py-3 px-4">边缘计算、数据中心托管</td>
|
||
<td class="py-3 px-4">作为火山引擎代理商，提供边缘计算和数据中心托管服务</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">光迅科技</td>
|
||
<td class="py-3 px-4">光模块供应</td>
|
||
<td class="py-3 px-4">800G光模块</td>
|
||
<td class="py-3 px-4">字节跳动</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">主要客户为字节跳动，800G光模块已出货</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">润泽科技</td>
|
||
<td class="py-3 px-4">IDC业务</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">2021年字节跳动业务占比64.19%</td>
|
||
<td class="py-3 px-4">数据中心</td>
|
||
<td class="py-3 px-4">字节跳动业务占其IDC业务超六成</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">华塑科技</td>
|
||
<td class="py-3 px-4">BMS产品及服务供应</td>
|
||
<td class="py-3 px-4">BMS（电池管理系统）</td>
|
||
<td class="py-3 px-4">字节跳动</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">向字节跳动数据中心提供BMS产品及服务</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">亿能电力</td>
|
||
<td class="py-3 px-4">马来西亚数据中心一期项目</td>
|
||
<td class="py-3 px-4">变压器</td>
|
||
<td class="py-3 px-4">字节跳动</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">为字节跳动马来西亚数据中心供应变压器</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">城地香江</td>
|
||
<td class="py-3 px-4">定制化数据中心服务</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">上海电信（服务对象为字节跳动）</td>
|
||
<td class="py-3 px-4">数据中心服务</td>
|
||
<td class="py-3 px-4">为上海电信客户字节跳动提供定制化数据中心服务，计费销售18兆瓦</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">亚康股份</td>
|
||
<td class="py-3 px-4">算力基础设施综合服务</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">字节跳动</td>
|
||
<td class="py-3 px-4">数据中心</td>
|
||
<td class="py-3 px-4">为字节跳动数据中心提供算力基础设施综合服务</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">浪潮信息</td>
|
||
<td class="py-3 px-4">系统与应用合作</td>
|
||
<td class="py-3 px-4">AI服务器</td>
|
||
<td class="py-3 px-4">今日头条</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">与今日头条保持系统与应用合作，为腾讯等客户提供AI服务器（注：表格中关联字节相关性需结合上下文）</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">锐捷网络</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">数据中心交换机</td>
|
||
<td class="py-3 px-4">字节跳动</td>
|
||
<td class="py-3 px-4">网络设备</td>
|
||
<td class="py-3 px-4">字节跳动数据中心交换机主流供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">高澜股份</td>
|
||
<td class="py-3 px-4">长期合作</td>
|
||
<td class="py-3 px-4">12U浸没液冷模组</td>
|
||
<td class="py-3 px-4">字节跳动</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">为字节跳动长期供应浸没液冷模组</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">英维克</td>
|
||
<td class="py-3 px-4">秦淮数据怀来新媒体大数据产业基地项目（一期、二期）</td>
|
||
<td class="py-3 px-4">XFlex间接蒸发冷却机组</td>
|
||
<td class="py-3 px-4">秦淮数据（定制对象为字节跳动）</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">为秦淮数据怀来项目定制冷却机组，该项目专为字节跳动设计</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">欧陆通</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">电源适配器、数据中心电源</td>
|
||
<td class="py-3 px-4">字节跳动</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">网传公司电源产品供字节跳动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">长飞光纤</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">光模块、有源光缆、高速铜缆</td>
|
||
<td class="py-3 px-4">字节跳动</td>
|
||
<td class="py-3 px-4">光纤通信</td>
|
||
<td class="py-3 px-4">通过长芯盛供应光模块等产品至字节跳动数据中心</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">紫光股份</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">网络产品与服务器</td>
|
||
<td class="py-3 px-4">字节跳动</td>
|
||
<td class="py-3 px-4">网络设备</td>
|
||
<td class="py-3 px-4">网络产品部署于字节跳动等互联网企业</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 字节豆包概念股 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">字节豆包概念股</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-slate-600">
|
||
<th class="text-left py-3 px-4">股票名称</th>
|
||
<th class="text-left py-3 px-4">代码</th>
|
||
<th class="text-left py-3 px-4">分类</th>
|
||
<th class="text-left py-3 px-4">项目</th>
|
||
<th class="text-left py-3 px-4">产业链</th>
|
||
<th class="text-left py-3 px-4">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">引力传媒</td>
|
||
<td class="py-3 px-4">603598</td>
|
||
<td class="py-3 px-4">豆包营销广告</td>
|
||
<td class="py-3 px-4">字节跳动核心代理商</td>
|
||
<td class="py-3 px-4">广告代理/TikTok双牌照认证</td>
|
||
<td class="py-3 px-4">公司是字节跳动核心代理商，获TikTok TSP和TAP双牌照认证，直接受益于豆包广告生态</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">中广天择</td>
|
||
<td class="py-3 px-4">603721</td>
|
||
<td class="py-3 px-4">豆包营销广告</td>
|
||
<td class="py-3 px-4">抖音优质供应商</td>
|
||
<td class="py-3 px-4">视频制作/账号孵化</td>
|
||
<td class="py-3 px-4">作为抖音优质供应商，拥有短视频制作、账号孵化等经验，与豆包内容生态深度绑定</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">焦点科技</td>
|
||
<td class="py-3 px-4">002315</td>
|
||
<td class="py-3 px-4">豆包营销广告</td>
|
||
<td class="py-3 px-4">海外短视频营销</td>
|
||
<td class="py-3 px-4">海外推广/IP培训</td>
|
||
<td class="py-3 px-4">与字节跳动合作开展海外短视频营销内容培训，直接受益于TikTok生态扩张</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">因赛集团</td>
|
||
<td class="py-3 px-4">300781</td>
|
||
<td class="py-3 px-4">豆包营销广告</td>
|
||
<td class="py-3 px-4">大模型API合作</td>
|
||
<td class="py-3 px-4">数据推广/API接口</td>
|
||
<td class="py-3 px-4">与豆包、文心一言等大模型在API接口调用深度合作，签署代理协议</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">省广集团</td>
|
||
<td class="py-3 px-4">002400</td>
|
||
<td class="py-3 px-4">豆包营销广告</td>
|
||
<td class="py-3 px-4">广告业务合作</td>
|
||
<td class="py-3 px-4">广告营销/流量变现</td>
|
||
<td class="py-3 px-4">广告营销企业与字节跳动合作，豆包相关产品推广带动广告业务增长</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">天龙集团</td>
|
||
<td class="py-3 px-4">300063</td>
|
||
<td class="py-3 px-4">豆包营销广告</td>
|
||
<td class="py-3 px-4">抖音广告代理</td>
|
||
<td class="py-3 px-4">广告投放/平台代理</td>
|
||
<td class="py-3 px-4">抖音平台广告代理业务发展良好，豆包拓展带来更多广告投放需求</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">移远通信</td>
|
||
<td class="py-3 px-4">603236</td>
|
||
<td class="py-3 px-4">豆包AI玩具</td>
|
||
<td class="py-3 px-4">芯片模组供应</td>
|
||
<td class="py-3 px-4">硬件制造/AI终端</td>
|
||
<td class="py-3 px-4">芯片模组供应豆包AI玩具，占据硬件供应链核心环节</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">乐鑫科技</td>
|
||
<td class="py-3 px-4">688018</td>
|
||
<td class="py-3 px-4">豆包AI玩具</td>
|
||
<td class="py-3 px-4">芯片模组供应</td>
|
||
<td class="py-3 px-4">硬件制造/AI终端</td>
|
||
<td class="py-3 px-4">芯片模组供应豆包AI玩具，占据硬件供应链核心环节</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">实丰文化</td>
|
||
<td class="py-3 px-4">002862</td>
|
||
<td class="py-3 px-4">豆包AI玩具</td>
|
||
<td class="py-3 px-4">AI智能玩具合作</td>
|
||
<td class="py-3 px-4">IP开发/智能硬件</td>
|
||
<td class="py-3 px-4">与爱奇艺合作推出GPT网络版智能玩具，IP资源与豆包AI技术结合</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">海天瑞声</td>
|
||
<td class="py-3 px-4">688787</td>
|
||
<td class="py-3 px-4">豆包数据</td>
|
||
<td class="py-3 px-4">数据集供应</td>
|
||
<td class="py-3 px-4">数据训练/多模态模型</td>
|
||
<td class="py-3 px-4">为多模态模型提供专业数据集，是豆包数据训练的核心服务商</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">视觉中国</td>
|
||
<td class="py-3 px-4">000681</td>
|
||
<td class="py-3 px-4">豆包数据</td>
|
||
<td class="py-3 px-4">素材专区合作</td>
|
||
<td class="py-3 px-4">内容创作/版权素材</td>
|
||
<td class="py-3 px-4">与字节跳动深度合作，抖音剪辑软件嵌入视觉中国素材专区</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">掌阅科技</td>
|
||
<td class="py-3 px-4">603533</td>
|
||
<td class="py-3 px-4">豆包数据</td>
|
||
<td class="py-3 px-4">数字阅读合作</td>
|
||
<td class="py-3 px-4">内容分发/AI创作</td>
|
||
<td class="py-3 px-4">数字阅读资源与豆包AI合作，探索AI内容创作与版权运营</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">中文在线</td>
|
||
<td class="py-3 px-4">300364</td>
|
||
<td class="py-3 px-4">豆包数据</td>
|
||
<td class="py-3 px-4">IP衍生开发</td>
|
||
<td class="py-3 px-4">IP孵化/商业化</td>
|
||
<td class="py-3 px-4">文字IP与豆包大模型结合，探索新型内容创作与商业模式</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">润泽科技</td>
|
||
<td class="py-3 px-4">300442</td>
|
||
<td class="py-3 px-4">豆包算力</td>
|
||
<td class="py-3 px-4">数据中心支持</td>
|
||
<td class="py-3 px-4">算力基础设施</td>
|
||
<td class="py-3 px-4">通信技术与数据中心服务支持豆包大模型应用推广</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">亚康股份</td>
|
||
<td class="py-3 px-4">301085</td>
|
||
<td class="py-3 px-4">豆包算力</td>
|
||
<td class="py-3 px-4">数据中心运维</td>
|
||
<td class="py-3 px-4">算力基础设施</td>
|
||
<td class="py-3 px-4">数据中心运维保障豆包等AI系统稳定运行</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">中科蓝讯</td>
|
||
<td class="py-3 px-4">688332</td>
|
||
<td class="py-3 px-4">豆包耳机</td>
|
||
<td class="py-3 px-4">耳机产品适配</td>
|
||
<td class="py-3 px-4">智能硬件/终端设备</td>
|
||
<td class="py-3 px-4">讯龙三代平台对接火山方舟MaaS平台，提供适配豆包大模型的耳机产品</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 抖音概念 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">抖音概念</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-slate-600">
|
||
<th class="text-left py-3 px-4">股票名称</th>
|
||
<th class="text-left py-3 px-4">行业</th>
|
||
<th class="text-left py-3 px-4">项目</th>
|
||
<th class="text-left py-3 px-4">分类</th>
|
||
<th class="text-left py-3 px-4">产业链</th>
|
||
<th class="text-left py-3 px-4">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">姚记科技</td>
|
||
<td class="py-3 px-4">广告营销</td>
|
||
<td class="py-3 px-4">字节跳动效果广告营销</td>
|
||
<td class="py-3 px-4">新媒体平台</td>
|
||
<td class="py-3 px-4">广告代理服务</td>
|
||
<td class="py-3 px-4">公司子公司芦鸣科技以字节跳动效果广告营销为核心，提供一体化营销服务</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">掌阅科技</td>
|
||
<td class="py-3 px-4">广告营销</td>
|
||
<td class="py-3 px-4">抖音版权与内容合作</td>
|
||
<td class="py-3 px-4">数字内容</td>
|
||
<td class="py-3 px-4">版权运营</td>
|
||
<td class="py-3 px-4">与抖音在版权、内容生产、广告商业化等多方面深度合作</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">智度股份</td>
|
||
<td class="py-3 px-4">广告营销</td>
|
||
<td class="py-3 px-4">巨量引擎广告代理</td>
|
||
<td class="py-3 px-4">互联网广告</td>
|
||
<td class="py-3 px-4">广告代理</td>
|
||
<td class="py-3 px-4">为抖音、头条等平台提供广告代理服务，子公司智度智麦是巨量星图服务商</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">天龙集团</td>
|
||
<td class="py-3 px-4">广告营销</td>
|
||
<td class="py-3 px-4">巨量引擎综合代理</td>
|
||
<td class="py-3 px-4">广告代理</td>
|
||
<td class="py-3 px-4">营销服务</td>
|
||
<td class="py-3 px-4">巨量引擎综合代理商，巨量千川服务商</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">引力传媒</td>
|
||
<td class="py-3 px-4">广告营销</td>
|
||
<td class="py-3 px-4">抖音全案营销</td>
|
||
<td class="py-3 px-4">新媒体营销</td>
|
||
<td class="py-3 px-4">品牌营销</td>
|
||
<td class="py-3 px-4">与抖音合作包括千川服务商、星图服务商等资质，多次获巨量引擎营销奖项</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">宣亚国际</td>
|
||
<td class="py-3 px-4">广告营销</td>
|
||
<td class="py-3 px-4">星言云汇广告代理</td>
|
||
<td class="py-3 px-4">互联网广告</td>
|
||
<td class="py-3 px-4">广告代理</td>
|
||
<td class="py-3 px-4">子公司星言云汇是巨量引擎产品客户端广告营销业务代理商</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">华闻集团</td>
|
||
<td class="py-3 px-4">广告营销</td>
|
||
<td class="py-3 px-4">掌视亿通合作</td>
|
||
<td class="py-3 px-4">互联网广告</td>
|
||
<td class="py-3 px-4">广告运营</td>
|
||
<td class="py-3 px-4">旗下掌视亿通与抖音在互联网广告业务层面合作</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">佳云科技</td>
|
||
<td class="py-3 px-4">广告营销</td>
|
||
<td class="py-3 px-4">巨量引擎代理</td>
|
||
<td class="py-3 px-4">广告代理</td>
|
||
<td class="py-3 px-4">流量营销</td>
|
||
<td class="py-3 px-4">巨量引擎的代理合作伙伴</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">利欧股份</td>
|
||
<td class="py-3 px-4">广告营销</td>
|
||
<td class="py-3 px-4">头部媒体合作</td>
|
||
<td class="py-3 px-4">数字营销</td>
|
||
<td class="py-3 px-4">广告投放</td>
|
||
<td class="py-3 px-4">与巨量引擎、快手、腾讯广告等头部媒体建立深度合作关系</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">思美传媒</td>
|
||
<td class="py-3 px-4">广告营销</td>
|
||
<td class="py-3 px-4">字节系综合代理</td>
|
||
<td class="py-3 px-4">广告代理</td>
|
||
<td class="py-3 px-4">营销服务</td>
|
||
<td class="py-3 px-4">旗下八方腾泰等子公司是字节跳动旗下巨量引擎综合代理商</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">蓝色光标</td>
|
||
<td class="py-3 px-4">广告营销</td>
|
||
<td class="py-3 px-4">字节系大模型合作</td>
|
||
<td class="py-3 px-4">AI营销</td>
|
||
<td class="py-3 px-4">数据服务</td>
|
||
<td class="py-3 px-4">与字节系在品牌、效果、出海等多领域合作，构建AI营销数据底座</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">省广集团</td>
|
||
<td class="py-3 px-4">广告营销</td>
|
||
<td class="py-3 px-4">巨量引擎供应</td>
|
||
<td class="py-3 px-4">广告代理</td>
|
||
<td class="py-3 px-4">营销服务</td>
|
||
<td class="py-3 px-4">巨量引擎重要供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">浙文互联</td>
|
||
<td class="py-3 px-4">广告营销</td>
|
||
<td class="py-3 px-4">巨量千川服务商</td>
|
||
<td class="py-3 px-4">电商广告</td>
|
||
<td class="py-3 px-4">营销服务</td>
|
||
<td class="py-3 px-4">获巨量千川二级服务商资质，与巨量引擎在数字人共建方向突破</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">利欧股份</td>
|
||
<td class="py-3 px-4">广告营销</td>
|
||
<td class="py-3 px-4">字节巨量引擎合作</td>
|
||
<td class="py-3 px-4">广告代理</td>
|
||
<td class="py-3 px-4">营销服务</td>
|
||
<td class="py-3 px-4">与字节巨量引擎获共擎奖"营销领军奖"、"种草先锋奖"</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">易点天下</td>
|
||
<td class="py-3 px-4">广告营销</td>
|
||
<td class="py-3 px-4">巨量引擎合作</td>
|
||
<td class="py-3 px-4">出海营销</td>
|
||
<td class="py-3 px-4">广告代理</td>
|
||
<td class="py-3 px-4">与巨量引擎保持长期稳定合作，获2023年度巨量引擎出海贡献奖</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">ST凯撒</td>
|
||
<td class="py-3 px-4">内容</td>
|
||
<td class="py-3 px-4">字节光年合作</td>
|
||
<td class="py-3 px-4">文化娱乐</td>
|
||
<td class="py-3 px-4">内容制作</td>
|
||
<td class="py-3 px-4">2020年字节朝夕光年与凯撒文化达成合作</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">东方甄选</td>
|
||
<td class="py-3 px-4">内容</td>
|
||
<td class="py-3 px-4">抖音直播</td>
|
||
<td class="py-3 px-4">直播电商</td>
|
||
<td class="py-3 px-4">内容电商</td>
|
||
<td class="py-3 px-4">2022年抖音直播间走红</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">姚记科技</td>
|
||
<td class="py-3 px-4">内容</td>
|
||
<td class="py-3 px-4">《小美斗地主》</td>
|
||
<td class="py-3 px-4">游戏</td>
|
||
<td class="py-3 px-4">内容开发</td>
|
||
<td class="py-3 px-4">2020年字节代理《小美斗地主》</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">中文在线</td>
|
||
<td class="py-3 px-4">内容</td>
|
||
<td class="py-3 px-4">短剧合作</td>
|
||
<td class="py-3 px-4">数字内容</td>
|
||
<td class="py-3 px-4">内容分发</td>
|
||
<td class="py-3 px-4">短剧在微信、抖音等平台广告推流获用户，与红果合作</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">华策影视</td>
|
||
<td class="py-3 px-4">内容</td>
|
||
<td class="py-3 px-4">短剧开发</td>
|
||
<td class="py-3 px-4">影视制作</td>
|
||
<td class="py-3 px-4">内容生产</td>
|
||
<td class="py-3 px-4">与红果视频合作开发短剧业务</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">星辉娱乐</td>
|
||
<td class="py-3 px-4">内容</td>
|
||
<td class="py-3 px-4">游戏推广</td>
|
||
<td class="py-3 px-4">游戏</td>
|
||
<td class="py-3 px-4">游戏运营</td>
|
||
<td class="py-3 px-4">游戏业务与巨量引擎保持投放推广合作</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">视觉中国</td>
|
||
<td class="py-3 px-4">内容</td>
|
||
<td class="py-3 px-4">剪映合作</td>
|
||
<td class="py-3 px-4">视觉服务</td>
|
||
<td class="py-3 px-4">工具软件</td>
|
||
<td class="py-3 px-4">抖音旗下剪映接入视觉中国模块，用户可付费使用</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">中广天择</td>
|
||
<td class="py-3 px-4">本地生活</td>
|
||
<td class="py-3 px-4">抖音本地生活</td>
|
||
<td class="py-3 px-4">生活服务</td>
|
||
<td class="py-3 px-4">本地服务</td>
|
||
<td class="py-3 px-4">抖音本地生活优质供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">值得买</td>
|
||
<td class="py-3 px-4">电商</td>
|
||
<td class="py-3 px-4">日晟星罗</td>
|
||
<td class="py-3 px-4">电商服务</td>
|
||
<td class="py-3 px-4">营销服务</td>
|
||
<td class="py-3 px-4">旗下日晟星罗持有巨量引擎综合代理商等资质</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">元隆雅图</td>
|
||
<td class="py-3 px-4">电商</td>
|
||
<td class="py-3 px-4">谦玛网络</td>
|
||
<td class="py-3 px-4">电商代理</td>
|
||
<td class="py-3 px-4">营销服务</td>
|
||
<td class="py-3 px-4">子公司谦玛网络拥有巨量引擎平台综合代理商资质</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">遥望科技</td>
|
||
<td class="py-3 px-4">电商</td>
|
||
<td class="py-3 px-4">抖音全域布局</td>
|
||
<td class="py-3 px-4">直播电商</td>
|
||
<td class="py-3 px-4">电商运营</td>
|
||
<td class="py-3 px-4">首个完成抖音、快手、淘宝三平台全域布局的头部企业，2022年成为抖音千川一级代理商</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">蓝色光标</td>
|
||
<td class="py-3 px-4">火山引擎合作</td>
|
||
<td class="py-3 px-4">智能体开发</td>
|
||
<td class="py-3 px-4">AI技术</td>
|
||
<td class="py-3 px-4">技术开发</td>
|
||
<td class="py-3 px-4">与火山引擎在智能体开发平台等营销领域深入合作</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">游族网络</td>
|
||
<td class="py-3 px-4">火山引擎合作</td>
|
||
<td class="py-3 px-4">AI文娱合作</td>
|
||
<td class="py-3 px-4">游戏开发</td>
|
||
<td class="py-3 px-4">技术合作</td>
|
||
<td class="py-3 px-4">与火山引擎达成战略合作，以AI赋能文娱产业技术研发</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">华数传媒</td>
|
||
<td class="py-3 px-4">火山引擎合作</td>
|
||
<td class="py-3 px-4">多领域合作</td>
|
||
<td class="py-3 px-4">文化传媒</td>
|
||
<td class="py-3 px-4">内容合作</td>
|
||
<td class="py-3 px-4">与火山引擎在科技、文化、内容服务等多层面合作</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">易点天下</td>
|
||
<td class="py-3 px-4">火山引擎合作</td>
|
||
<td class="py-3 px-4">KreadoAI平台</td>
|
||
<td class="py-3 px-4">AI营销</td>
|
||
<td class="py-3 px-4">技术开发</td>
|
||
<td class="py-3 px-4">打造高效全场景分析数据湖，助力KreadoAI数字创作营销平台</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 文生视频 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">文生视频</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-slate-600">
|
||
<th class="text-left py-3 px-4">股票名称</th>
|
||
<th class="text-left py-3 px-4">行业/技术</th>
|
||
<th class="text-left py-3 px-4">项目</th>
|
||
<th class="text-left py-3 px-4">产业链</th>
|
||
<th class="text-left py-3 px-4">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">万兴科技</td>
|
||
<td class="py-3 px-4">多模态</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公司涉及多模态技术领域，与OpenAI文生视频模型Sora相关技术方向一致</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">昆仑万维</td>
|
||
<td class="py-3 px-4">多模态</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公司涉及多模态技术领域，与OpenAI文生视频模型Sora技术方向相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">虹软科技</td>
|
||
<td class="py-3 px-4">多模态</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">电商</td>
|
||
<td class="py-3 px-4">公司涉及多模态技术及电商产业链，与OpenAI文生视频模型Sora技术应用相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">国脉科技</td>
|
||
<td class="py-3 px-4">多模态</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公司涉及多模态技术领域，与OpenAI文生视频模型Sora技术方向相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">汉王科技</td>
|
||
<td class="py-3 px-4">多模态</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公司涉及多模态技术领域，与OpenAI文生视频模型Sora技术方向相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">佳都科技</td>
|
||
<td class="py-3 px-4">多模态</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公司涉及多模态技术领域，与OpenAI文生视频模型Sora技术方向相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">苏州科达</td>
|
||
<td class="py-3 px-4">多模态</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公司涉及多模态技术领域，与OpenAI文生视频模型Sora技术方向相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">中文在线</td>
|
||
<td class="py-3 px-4">IP/小说/短剧转化</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">内容创作</td>
|
||
<td class="py-3 px-4">公司涉及IP内容转化，与文生视频模型应用场景相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">超讯通信</td>
|
||
<td class="py-3 px-4">IP/小说/短剧转化</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">内容创作</td>
|
||
<td class="py-3 px-4">公司涉及IP内容转化，与文生视频模型应用场景相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">掌阅科技</td>
|
||
<td class="py-3 px-4">IP/小说/短剧转化</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">内容创作</td>
|
||
<td class="py-3 px-4">公司涉及IP内容转化，与文生视频模型应用场景相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">上海电影</td>
|
||
<td class="py-3 px-4">IP/小说/短剧转化</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">内容创作</td>
|
||
<td class="py-3 px-4">公司涉及IP内容转化，与文生视频模型应用场景相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">天地在线</td>
|
||
<td class="py-3 px-4">IP/小说/短剧转化</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">内容创作</td>
|
||
<td class="py-3 px-4">公司涉及IP内容转化，与文生视频模型应用场景相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">果麦文化</td>
|
||
<td class="py-3 px-4">IP/小说/短剧转化</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">内容创作</td>
|
||
<td class="py-3 px-4">公司涉及IP内容转化，与文生视频模型应用场景相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">国脉文化</td>
|
||
<td class="py-3 px-4">IP/小说/短剧转化</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">内容创作</td>
|
||
<td class="py-3 px-4">公司涉及IP内容转化，与文生视频模型应用场景相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">阅文集团</td>
|
||
<td class="py-3 px-4">IP/小说/短剧转化</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">内容创作</td>
|
||
<td class="py-3 px-4">公司涉及IP内容转化，与文生视频模型应用场景相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">浙文影业</td>
|
||
<td class="py-3 px-4">影视</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">影视制作</td>
|
||
<td class="py-3 px-4">公司属于影视行业，与文生视频技术应用场景相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">百纳千成</td>
|
||
<td class="py-3 px-4">影视</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">影视制作</td>
|
||
<td class="py-3 px-4">公司属于影视行业，与文生视频技术应用场景相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">光线传媒</td>
|
||
<td class="py-3 px-4">影视</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">影视制作</td>
|
||
<td class="py-3 px-4">公司属于影视行业，与文生视频技术应用场景相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">上海电影</td>
|
||
<td class="py-3 px-4">影视</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">影视制作</td>
|
||
<td class="py-3 px-4">公司属于影视行业，与文生视频技术应用场景相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">虹软科技</td>
|
||
<td class="py-3 px-4">电商</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">电商技术</td>
|
||
<td class="py-3 px-4">公司涉及电商技术领域，与文生视频技术应用场景相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">焦点科技</td>
|
||
<td class="py-3 px-4">电商</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">电商技术</td>
|
||
<td class="py-3 px-4">公司涉及电商技术领域，与文生视频技术应用场景相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">丝路视觉</td>
|
||
<td class="py-3 px-4">AI+3D</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公司涉及AI+3D技术领域，与文生视频技术相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">风语筑</td>
|
||
<td class="py-3 px-4">AI+3D</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公司涉及AI+3D技术领域，与文生视频技术相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">凡拓数创</td>
|
||
<td class="py-3 px-4">AI+3D</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公司涉及AI+3D技术领域，与文生视频技术相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">会畅通讯</td>
|
||
<td class="py-3 px-4">AI+3D</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公司涉及AI+3D技术领域，与文生视频技术相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">超图软件</td>
|
||
<td class="py-3 px-4">AI+3D</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公司涉及AI+3D技术领域，与文生视频技术相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">二六三</td>
|
||
<td class="py-3 px-4">AI视频/会议</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">视频会议</td>
|
||
<td class="py-3 px-4">公司涉及AI视频会议技术领域，与文生视频技术相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">当虹科技</td>
|
||
<td class="py-3 px-4">AI视频/会议</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">视频会议</td>
|
||
<td class="py-3 px-4">公司涉及AI视频会议技术领域，与文生视频技术相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">易点天下</td>
|
||
<td class="py-3 px-4">AI视频/会议</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">视频会议</td>
|
||
<td class="py-3 px-4">公司涉及AI视频会议技术领域，与文生视频技术相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">网达软件</td>
|
||
<td class="py-3 px-4">AI视频/会议</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">视频会议</td>
|
||
<td class="py-3 px-4">公司涉及AI视频会议技术领域，与文生视频技术相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">魅视科技</td>
|
||
<td class="py-3 px-4">AI视频/会议</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">视频会议</td>
|
||
<td class="py-3 px-4">公司涉及AI视频会议技术领域，与文生视频技术相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">因赛集团</td>
|
||
<td class="py-3 px-4">AI视频/会议</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">视频会议</td>
|
||
<td class="py-3 px-4">公司涉及AI视频会议技术领域，与文生视频技术相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">数码视讯</td>
|
||
<td class="py-3 px-4">AI视频/会议</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">视频会议</td>
|
||
<td class="py-3 px-4">公司涉及AI视频会议技术领域，与文生视频技术相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">视讯</td>
|
||
<td class="py-3 px-4">AI视频/会议</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">视频会议</td>
|
||
<td class="py-3 px-4">公司涉及AI视频会议技术领域，与文生视频技术相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">元隆雅图</td>
|
||
<td class="py-3 px-4">AI视频/会议</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">视频会议</td>
|
||
<td class="py-3 px-4">公司涉及AI视频会议技术领域，与文生视频技术相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">会畅通讯</td>
|
||
<td class="py-3 px-4">AI视频/会议</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">视频会议</td>
|
||
<td class="py-3 px-4">公司涉及AI视频会议技术领域，与文生视频技术相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">苏州科达</td>
|
||
<td class="py-3 px-4">AI视频/会议</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">视频会议</td>
|
||
<td class="py-3 px-4">公司涉及AI视频会议技术领域，与文生视频技术相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">汉王科技</td>
|
||
<td class="py-3 px-4">Transformer架构</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">AI架构</td>
|
||
<td class="py-3 px-4">公司涉及Transformer技术架构，与文生视频模型技术相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">中科金财</td>
|
||
<td class="py-3 px-4">Transformer架构</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">AI架构</td>
|
||
<td class="py-3 px-4">公司涉及Transformer技术架构，与文生视频模型技术相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">拓尔思</td>
|
||
<td class="py-3 px-4">Transformer架构</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">AI架构</td>
|
||
<td class="py-3 px-4">公司涉及Transformer技术架构，与文生视频模型技术相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">天娱数科</td>
|
||
<td class="py-3 px-4">Transformer架构</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">AI架构</td>
|
||
<td class="py-3 px-4">公司涉及Transformer技术架构，与文生视频模型技术相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">神州泰岳</td>
|
||
<td class="py-3 px-4">Transformer架构</td>
|
||
<td class="py-3 px-4">OpenAI文生视频模型Sora</td>
|
||
<td class="py-3 px-4">AI架构</td>
|
||
<td class="py-3 px-4">公司涉及Transformer技术架构，与文生视频模型技术相关</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">信雅达</td>
|
||
<td class="py-3 px-4">Pika</td>
|
||
<td class="py-3 px-4">Pika模型</td>
|
||
<td class="py-3 px-4">AI视频生成</td>
|
||
<td class="py-3 px-4">公司涉及Pika相关技术，与文生视频技术相关</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">新媒股份</td>
|
||
<td class="py-3 px-4">Pika</td>
|
||
<td class="py-3 px-4">Pika模型</td>
|
||
<td class="py-3 px-4">AI视频生成</td>
|
||
<td class="py-3 px-4">公司涉及Pika相关技术，与文生视频技术相关</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
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|
||
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|
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|
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enable: true,
|
||
distance: 150,
|
||
color: "#6366f1",
|
||
opacity: 0.4,
|
||
width: 1
|
||
},
|
||
move: {
|
||
enable: true,
|
||
speed: 2,
|
||
direction: "none",
|
||
random: false,
|
||
straight: false,
|
||
out_mode: "out",
|
||
bounce: false
|
||
}
|
||
},
|
||
interactivity: {
|
||
detect_on: "canvas",
|
||
events: {
|
||
onhover: {
|
||
enable: true,
|
||
mode: "grab"
|
||
},
|
||
onclick: {
|
||
enable: true,
|
||
mode: "push"
|
||
},
|
||
resize: true
|
||
},
|
||
modes: {
|
||
grab: {
|
||
distance: 140,
|
||
line_linked: {
|
||
opacity: 1
|
||
}
|
||
},
|
||
push: {
|
||
particles_nb: 4
|
||
}
|
||
}
|
||
},
|
||
retina_detect: true
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |