Files
vf_react/public/htmls/毫秒用算.html
2025-11-13 17:38:54 +08:00

523 lines
28 KiB
HTML
Raw Permalink Blame History

This file contains ambiguous Unicode characters

This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.

<!DOCTYPE html>
<html lang="zh-CN" data-theme="corporate">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>毫秒用算 - 算力网络新纪元</title>
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet">
<script src="https://cdn.tailwindcss.com"></script>
<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
<style>
.gradient-bg {
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
}
.card-hover {
transition: all 0.3s ease;
}
.card-hover:hover {
transform: translateY(-5px);
box-shadow: 0 10px 40px rgba(0,0,0,0.15);
}
.timeline-dot {
animation: pulse 2s infinite;
}
@keyframes pulse {
0% { box-shadow: 0 0 0 0 rgba(102, 126, 234, 0.7); }
70% { box-shadow: 0 0 0 10px rgba(102, 126, 234, 0); }
100% { box-shadow: 0 0 0 0 rgba(102, 126, 234, 0); }
}
.stock-table {
font-size: 0.9rem;
}
@media (max-width: 768px) {
.stock-table {
font-size: 0.8rem;
}
}
</style>
</head>
<body class="bg-base-200">
<!-- 头部导航 -->
<div class="navbar bg-base-100 shadow-lg sticky top-0 z-50">
<div class="flex-1">
<a class="btn btn-ghost text-xl">⚡ 毫秒用算概念板</a>
</div>
<div class="flex-none">
<div class="badge badge-primary badge-lg">2025.10.16 工信部专项行动</div>
</div>
</div>
<!-- 英雄区域 -->
<div class="hero min-h-[40vh] gradient-bg text-white">
<div class="hero-content text-center">
<div>
<h1 class="text-5xl font-bold mb-4">毫秒用算</h1>
<p class="text-xl mb-4">算力如电力,即插即用的新时代</p>
<div class="flex justify-center gap-4 flex-wrap">
<div class="stat bg-white/20 rounded-box">
<div class="stat-title text-white/80">目标时延</div>
<div class="stat-value text-white">&lt;1ms</div>
</div>
<div class="stat bg-white/20 rounded-box">
<div class="stat-title text-white/80">覆盖目标</div>
<div class="stat-value text-white">70%</div>
</div>
<div class="stat bg-white/20 rounded-box">
<div class="stat-title text-white/80">市场规模</div>
<div class="stat-value text-white">万亿级</div>
</div>
</div>
</div>
</div>
</div>
<!-- 核心观点 -->
<div class="container mx-auto px-4 py-8">
<div class="card bg-base-100 shadow-xl mb-8">
<div class="card-body">
<h2 class="card-title text-2xl mb-4">
<span class="badge badge-accent badge-lg">核心观点</span>
</h2>
<div class="alert alert-info">
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" class="stroke-current shrink-0 w-6 h-6"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 16h-1v-4h-1m1-4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z"></path></svg>
<span>"毫秒用算"概念正处于<strong>政策强力驱动的产业化加速期</strong>,其核心是通过低时延网络基础设施建设,解决算力调度的"最后一公里"问题。预计2025-2027年将是基础设施建设高峰期。</span>
</div>
</div>
</div>
<!-- 发展时间轴 -->
<div class="card bg-base-100 shadow-xl mb-8">
<div class="card-body">
<h2 class="card-title text-2xl mb-6">发展时间轴</h2>
<ul class="timeline timeline-vertical lg:timeline-horizontal">
<li>
<div class="timeline-start timeline-box">2023年6月<br/>存算一体技术路演</div>
<div class="timeline-middle">
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
</div>
<hr/>
</li>
<li>
<hr/>
<div class="timeline-middle">
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
</div>
<div class="timeline-end timeline-box">2024年3-5月<br/>大湾区实现3-10ms时延</div>
<hr/>
</li>
<li>
<hr/>
<div class="timeline-start timeline-box">2024年9月<br/>湖北省5ms目标</div>
<div class="timeline-middle">
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
</div>
<hr/>
</li>
<li>
<hr/>
<div class="timeline-middle timeline-dot">
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-primary"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
</div>
<div class="timeline-end timeline-box bg-primary text-white">2025年10月16日<br/><strong>工信部正式发布专项行动</strong></div>
</li>
</ul>
</div>
</div>
<!-- 三大预期差 -->
<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-8">
<div class="card bg-base-100 shadow-xl card-hover">
<div class="card-body">
<h3 class="card-title text-lg">技术路径预期差</h3>
<p class="text-sm">市场关注光纤光缆,但<span class="text-primary font-bold">卫星互联网</span>可能成为破局者</p>
<div class="badge badge-outline">星链时延&lt;20ms</div>
</div>
</div>
<div class="card bg-base-100 shadow-xl card-hover">
<div class="card-body">
<h3 class="card-title text-lg">商业模式预期差</h3>
<p class="text-sm">市场认为运营商主导,但<span class="text-primary font-bold">混合模式</span>可能成为主流</p>
<div class="badge badge-outline">运营商+政府+算力商</div>
</div>
</div>
<div class="card bg-base-100 shadow-xl card-hover">
<div class="card-body">
<h3 class="card-title text-lg">受益环节预期差</h3>
<p class="text-sm">市场聚焦硬件,忽视<span class="text-primary font-bold">软件调度平台</span>价值</p>
<div class="badge badge-outline">隐形冠军机会</div>
</div>
</div>
</div>
<!-- 产业链图谱 -->
<div class="card bg-base-100 shadow-xl mb-8">
<div class="card-body">
<h2 class="card-title text-2xl mb-4">产业链图谱</h2>
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
<div class="card bg-primary/10 border-2 border-primary">
<div class="card-body">
<h3 class="font-bold text-primary mb-2">上游:算力基础设施</h3>
<div class="space-y-2">
<div class="badge badge-ghost">服务器:中科曙光、紫光股份</div>
<div class="badge badge-ghost">IDC润泽科技(800台H系列)</div>
<div class="badge badge-ghost">芯片:华为昇腾(80-90%份额)</div>
</div>
</div>
</div>
<div class="card bg-secondary/10 border-2 border-secondary">
<div class="card-body">
<h3 class="font-bold text-secondary mb-2">中游:网络连接层</h3>
<div class="space-y-2">
<div class="badge badge-ghost">光模块:中际旭创、天孚通信</div>
<div class="badge badge-ghost">交换机:紫光股份、锐捷网络</div>
<div class="badge badge-ghost">光纤:长飞光纤、亨通光电</div>
</div>
</div>
</div>
<div class="card bg-accent/10 border-2 border-accent">
<div class="card-body">
<h3 class="font-bold text-accent mb-2">下游:调度与应用</h3>
<div class="space-y-2">
<div class="badge badge-ghost">调度:思特奇、青云科技</div>
<div class="badge badge-ghost">运营商:中国电信、中国移动</div>
<div class="badge badge-ghost">应用:工业互联、智慧医疗</div>
</div>
</div>
</div>
</div>
</div>
</div>
<!-- 核心股票池 -->
<div class="card bg-base-100 shadow-xl mb-8">
<div class="card-body">
<h2 class="card-title text-2xl mb-4">
<span class="badge badge-success badge-lg">核心股票池</span>
<span class="text-sm text-gray-500 ml-2">共72只概念股</span>
</h2>
<!-- 分类标签 -->
<div class="tabs tabs-boxed mb-4">
<a class="tab tab-active" onclick="filterStocks('all')">全部</a>
<a class="tab" onclick="filterStocks('计算')">计算</a>
<a class="tab" onclick="filterStocks('连接')">连接</a>
<a class="tab" onclick="filterStocks('调度')">调度</a>
</div>
<!-- 股票表格 -->
<div class="overflow-x-auto">
<table class="table table-zebra stock-table w-full">
<thead>
<tr class="bg-base-300">
<th>股票代码</th>
<th>所属分类</th>
<th>细分领域</th>
<th>入选理由</th>
<th>推荐等级</th>
</tr>
</thead>
<tbody id="stockTableBody">
<!-- 重点推荐 -->
<tr class="hover" data-category="连接">
<td class="font-bold text-primary">中际旭创</td>
<td><span class="badge badge-secondary">连接</span></td>
<td>光模块</td>
<td>800G升级周期龙头</td>
<td>⭐⭐⭐⭐⭐</td>
</tr>
<tr class="hover" data-category="计算">
<td class="font-bold text-primary">紫光股份</td>
<td><span class="badge badge-primary">计算</span></td>
<td>服务器/交换机</td>
<td>全产业链布局</td>
<td>⭐⭐⭐⭐⭐</td>
</tr>
<tr class="hover" data-category="调度">
<td class="font-bold text-primary">思特奇</td>
<td><span class="badge badge-accent">调度</span></td>
<td>调度平台</td>
<td>算力操作系统潜力股</td>
<td>⭐⭐⭐⭐⭐</td>
</tr>
<tr class="hover" data-category="计算">
<td class="font-bold text-primary">润泽科技</td>
<td><span class="badge badge-primary">计算</span></td>
<td>其他IDC</td>
<td>万卡级算力领先</td>
<td>⭐⭐⭐⭐⭐</td>
</tr>
<!-- 计算类 -->
<tr class="hover" data-category="计算">
<td>中科曙光</td>
<td><span class="badge badge-primary">计算</span></td>
<td>服务器</td>
<td>国产服务器龙头</td>
<td>⭐⭐⭐⭐</td>
</tr>
<tr class="hover" data-category="计算">
<td>中国长城</td>
<td><span class="badge badge-primary">计算</span></td>
<td>服务器</td>
<td>信创服务器</td>
<td>⭐⭐⭐</td>
</tr>
<tr class="hover" data-category="计算">
<td>神州数码</td>
<td><span class="badge badge-primary">计算</span></td>
<td>服务器</td>
<td>IT分销龙头</td>
<td>⭐⭐⭐</td>
</tr>
<tr class="hover" data-category="计算">
<td>中国电信</td>
<td><span class="badge badge-primary">计算</span></td>
<td>中央云</td>
<td>大湾区3ms时延领先</td>
<td>⭐⭐⭐⭐</td>
</tr>
<tr class="hover" data-category="计算">
<td>中国移动</td>
<td><span class="badge badge-primary">计算</span></td>
<td>中央云</td>
<td>运营商龙头</td>
<td>⭐⭐⭐⭐</td>
</tr>
<tr class="hover" data-category="计算">
<td>光环新网</td>
<td><span class="badge badge-primary">计算</span></td>
<td>第三方运营</td>
<td>北京区域IDC龙头</td>
<td>⭐⭐⭐</td>
</tr>
<tr class="hover" data-category="计算">
<td>宝信软件</td>
<td><span class="badge badge-primary">计算</span></td>
<td>第三方运营</td>
<td>宝钢旗下IDC</td>
<td>⭐⭐⭐⭐</td>
</tr>
<tr class="hover" data-category="计算">
<td>数据港</td>
<td><span class="badge badge-primary">计算</span></td>
<td>第三方运营/IDC</td>
<td>定制化数据中心</td>
<td>⭐⭐⭐</td>
</tr>
<!-- 连接类 -->
<tr class="hover" data-category="连接">
<td>天孚通信</td>
<td><span class="badge badge-secondary">连接</span></td>
<td>光模块</td>
<td>光器件平台龙头</td>
<td>⭐⭐⭐⭐</td>
</tr>
<tr class="hover" data-category="连接">
<td>新易盛</td>
<td><span class="badge badge-secondary">连接</span></td>
<td>光模块</td>
<td>高速光模块受益</td>
<td>⭐⭐⭐⭐</td>
</tr>
<tr class="hover" data-category="连接">
<td>华工科技</td>
<td><span class="badge badge-secondary">连接</span></td>
<td>光模块</td>
<td>激光+光通信双轮</td>
<td>⭐⭐⭐</td>
</tr>
<tr class="hover" data-category="连接">
<td>光迅科技</td>
<td><span class="badge badge-secondary">连接</span></td>
<td>光模块</td>
<td>光器件老牌龙头</td>
<td>⭐⭐⭐</td>
</tr>
<tr class="hover" data-category="连接">
<td>锐捷网络</td>
<td><span class="badge badge-secondary">连接</span></td>
<td>交换机</td>
<td>企业级网络设备</td>
<td>⭐⭐⭐⭐</td>
</tr>
<tr class="hover" data-category="连接">
<td>中兴通讯</td>
<td><span class="badge badge-secondary">连接</span></td>
<td>交换机</td>
<td>通信设备巨头</td>
<td>⭐⭐⭐⭐</td>
</tr>
<tr class="hover" data-category="连接">
<td>长飞光纤</td>
<td><span class="badge badge-secondary">连接</span></td>
<td>光纤光缆</td>
<td>光纤光缆龙头</td>
<td>⭐⭐⭐⭐</td>
</tr>
<tr class="hover" data-category="连接">
<td>亨通光电</td>
<td><span class="badge badge-secondary">连接</span></td>
<td>光纤光缆</td>
<td>海缆+光纤双龙头</td>
<td>⭐⭐⭐⭐</td>
</tr>
<!-- 调度类 -->
<tr class="hover" data-category="调度">
<td>青云科技</td>
<td><span class="badge badge-accent">调度</span></td>
<td>调度平台</td>
<td>云原生技术领先</td>
<td>⭐⭐⭐⭐</td>
</tr>
<tr class="hover" data-category="调度">
<td>首都在线</td>
<td><span class="badge badge-accent">调度</span></td>
<td>调度平台</td>
<td>云网融合服务商</td>
<td>⭐⭐⭐</td>
</tr>
<tr class="hover" data-category="调度">
<td>直真科技</td>
<td><span class="badge badge-accent">调度</span></td>
<td>调度平台</td>
<td>网络优化专家</td>
<td>⭐⭐⭐</td>
</tr>
<tr class="hover" data-category="调度">
<td>恒为科技</td>
<td><span class="badge badge-accent">调度</span></td>
<td>调度调优</td>
<td>网络可视化龙头</td>
<td>⭐⭐⭐</td>
</tr>
<!-- 其他重要股票 -->
<tr class="hover" data-category="计算">
<td>奥飞数据</td>
<td><span class="badge badge-primary">计算</span></td>
<td>其他IDC</td>
<td>华南IDC龙头</td>
<td>⭐⭐⭐</td>
</tr>
<tr class="hover" data-category="计算">
<td>科华数据</td>
<td><span class="badge badge-primary">计算</span></td>
<td>其他IDC</td>
<td>UPS+IDC双轮驱动</td>
<td>⭐⭐⭐</td>
</tr>
<tr class="hover" data-category="连接">
<td>中天科技</td>
<td><span class="badge badge-secondary">连接</span></td>
<td>光纤光缆</td>
<td>海缆+光纤+储能</td>
<td>⭐⭐⭐</td>
</tr>
<tr class="hover" data-category="连接">
<td>烽火通信</td>
<td><span class="badge badge-secondary">连接</span></td>
<td>光纤光缆/服务器</td>
<td>通信设备综合商</td>
<td>⭐⭐⭐</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
<!-- 投资建议 -->
<div class="card bg-gradient-to-r from-primary to-secondary text-white shadow-xl mb-8">
<div class="card-body">
<h2 class="card-title text-2xl mb-4 text-white">投资建议</h2>
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
<div class="card bg-white/20">
<div class="card-body">
<h3 class="font-bold">短期关注</h3>
<p class="text-sm">光通信硬件投资机会</p>
<div class="badge badge-warning">确定性最高</div>
</div>
</div>
<div class="card bg-white/20">
<div class="card-body">
<h3 class="font-bold">中期布局</h3>
<p class="text-sm">算力调度平台</p>
<div class="badge badge-info">弹性最大</div>
</div>
</div>
<div class="card bg-white/20">
<div class="card-body">
<h3 class="font-bold">长期跟踪</h3>
<p class="text-sm">卫星互联网进展</p>
<div class="badge badge-success">想象空间大</div>
</div>
</div>
</div>
</div>
</div>
<!-- 风险提示 -->
<div class="alert alert-warning shadow-lg mb-8">
<svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>
<div>
<h3 class="font-bold">风险提示</h3>
<ul class="text-sm mt-2 space-y-1">
<li>• 技术瓶颈Flash写延迟15毫秒存储介质成为短板</li>
<li>• 商业化风险基础设施投资回收期长达5-10年</li>
<li>• 政策执行:各地财政实力差异可能导致建设进度不一</li>
<li>• 国际竞争:英伟达等海外巨头技术领先,国产替代存在差距</li>
</ul>
</div>
</div>
</div>
<!-- 底部 -->
<footer class="footer footer-center p-4 bg-base-300 text-base-content">
<div>
<p>© 2025 毫秒用算概念研究 | 数据更新时间2025.10.16</p>
</div>
</footer>
<script>
// 筛选股票功能
function filterStocks(category) {
const rows = document.querySelectorAll('#stockTableBody tr');
const tabs = document.querySelectorAll('.tab');
// 更新标签状态
tabs.forEach(tab => {
tab.classList.remove('tab-active');
if (tab.textContent.includes(category) || (category === 'all' && tab.textContent === '全部')) {
tab.classList.add('tab-active');
}
});
// 显示/隐藏行
rows.forEach(row => {
if (category === 'all') {
row.style.display = '';
} else {
const rowCategory = row.getAttribute('data-category');
row.style.display = rowCategory === category ? '' : 'none';
}
});
}
// 添加滚动动画
window.addEventListener('scroll', () => {
const cards = document.querySelectorAll('.card-hover');
cards.forEach(card => {
const rect = card.getBoundingClientRect();
if (rect.top < window.innerHeight && rect.bottom > 0) {
card.style.opacity = '1';
card.style.transform = 'translateY(0)';
}
});
});
</script>
</body>
</html>