457 lines
26 KiB
HTML
457 lines
26 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>AI芯片概念分析</title>
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<link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0-alpha1/dist/css/bootstrap.min.css" rel="stylesheet">
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<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.10.0/font/bootstrap-icons.css">
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<style>
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body {
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background-color: #f8f9fa;
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font-family: 'Microsoft YaHei', 'PingFang SC', sans-serif;
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}
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.hero-section {
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background: linear-gradient(135deg, #0d6efd 0%, #6610f2 100%);
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color: white;
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padding: 3rem 0;
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margin-bottom: 2rem;
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border-radius: 0 0 1rem 1rem;
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}
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.card {
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border: none;
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border-radius: 0.75rem;
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box-shadow: 0 4px 6px rgba(0, 0, 0, 0.05);
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transition: transform 0.3s ease, box-shadow 0.3s ease;
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margin-bottom: 1.5rem;
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}
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.card:hover {
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transform: translateY(-5px);
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box-shadow: 0 10px 20px rgba(0, 0, 0, 0.1);
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}
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.chip-category {
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display: inline-block;
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padding: 0.25rem 0.75rem;
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border-radius: 1rem;
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font-size: 0.875rem;
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font-weight: 600;
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margin-right: 0.5rem;
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margin-bottom: 0.5rem;
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}
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.category-gpu { background-color: #e3f2fd; color: #1565c0; }
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.category-asic { background-color: #f3e5f5; color: #6a1b9a; }
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.category-tpu { background-color: #e8f5e9; color: #2e7d32; }
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.category-dpu { background-color: #fff3e0; color: #e65100; }
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.category-mlu { background-color: #fce4ec; color: #c2185b; }
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.category-pcie { background-color: #e0f2f1; color: #00695c; }
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.table-responsive {
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border-radius: 0.75rem;
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overflow: hidden;
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}
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.table {
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margin-bottom: 0;
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}
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.table thead th {
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background-color: #0d6efd;
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color: white;
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border: none;
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font-weight: 600;
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}
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.table tbody tr:nth-of-type(odd) {
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background-color: rgba(0, 0, 0, 0.02);
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}
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.table tbody tr:hover {
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background-color: rgba(13, 110, 253, 0.05);
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}
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.badge-source {
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font-size: 0.75rem;
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}
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.footer {
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background-color: #343a40;
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color: white;
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padding: 2rem 0;
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margin-top: 3rem;
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}
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.section-title {
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position: relative;
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padding-bottom: 0.75rem;
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margin-bottom: 1.5rem;
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}
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.section-title::after {
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content: '';
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position: absolute;
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bottom: 0;
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left: 0;
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width: 50px;
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height: 3px;
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background-color: #0d6efd;
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}
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</style>
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</head>
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<body>
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<!-- Hero Section -->
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<div class="hero-section">
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<div class="container">
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<div class="row align-items-center">
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<div class="col-lg-8">
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<h1 class="display-4 fw-bold mb-3">AI芯片概念分析</h1>
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<p class="lead mb-0">探索人工智能时代核心硬件产业链，深度解析GPU、ASIC、TPU、DPU等AI芯片技术发展与市场格局</p>
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</div>
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<div class="col-lg-4 text-lg-end mt-4 mt-lg-0">
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<div class="d-flex align-items-center justify-content-lg-end">
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<i class="bi bi-cpu fs-1 me-3"></i>
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<div>
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<div class="fs-4 fw-bold">AI芯片(250812)</div>
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<div>核心概念板块</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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</div>
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</div>
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<div class="container mb-5">
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<!-- 概念概述 -->
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<div class="row mb-5">
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<div class="col-12">
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<div class="card">
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<div class="card-body p-4">
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<h2 class="section-title">AI芯片概念概述</h2>
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<p class="lead">AI芯片是人工智能时代的核心硬件基础设施，是支撑各类AI算法高效运行的关键组件。随着大模型、自动驾驶、智能计算等领域的快速发展，AI芯片市场需求呈现爆发式增长。</p>
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<p>当前AI芯片主要分为GPU（图形处理器）、ASIC（专用集成电路）、TPU（张量处理单元）、DPU（数据处理单元）、MLU（机器学习单元）以及PCIe交换芯片等多种类型，各自在不同应用场景中发挥重要作用。</p>
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<div class="row mt-4">
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<div class="col-md-6 col-lg-4 mb-3">
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<div class="d-flex align-items-center">
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<div class="bg-primary bg-opacity-10 p-3 rounded-circle me-3">
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<i class="bi bi-lightning-charge text-primary fs-4"></i>
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</div>
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<div>
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<h5 class="mb-0">高性能计算</h5>
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<p class="text-muted mb-0">提供强大算力支撑</p>
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</div>
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</div>
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</div>
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<div class="col-md-6 col-lg-4 mb-3">
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<div class="d-flex align-items-center">
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<div class="bg-success bg-opacity-10 p-3 rounded-circle me-3">
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<i class="bi bi-battery-charging text-success fs-4"></i>
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</div>
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<div>
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<h5 class="mb-0">能效优化</h5>
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<p class="text-muted mb-0">降低功耗提升效率</p>
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</div>
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</div>
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</div>
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<div class="col-md-6 col-lg-4 mb-3">
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<div class="d-flex align-items-center">
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<div class="bg-warning bg-opacity-10 p-3 rounded-circle me-3">
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<i class="bi bi-shield-check text-warning fs-4"></i>
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</div>
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<div>
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<h5 class="mb-0">安全可控</h5>
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<p class="text-muted mb-0">国产替代加速推进</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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</div>
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</div>
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</div>
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<!-- 芯片分类说明 -->
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<div class="row mb-5">
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<div class="col-12">
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<h2 class="section-title">AI芯片主要分类</h2>
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<div class="row">
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<div class="col-md-6 col-lg-4 mb-4">
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<div class="card h-100">
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<div class="card-body">
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<div class="d-flex align-items-center mb-3">
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<span class="chip-category category-gpu">GPU</span>
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<h5 class="card-title mb-0">图形处理器</h5>
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</div>
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<p class="card-text">通用并行计算架构，适合大规模并行计算任务，在深度学习训练和推理领域应用广泛。</p>
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</div>
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</div>
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</div>
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<div class="col-md-6 col-lg-4 mb-4">
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<div class="card h-100">
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<div class="card-body">
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<div class="d-flex align-items-center mb-3">
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<span class="chip-category category-asic">ASIC</span>
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<h5 class="card-title mb-0">专用集成电路</h5>
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</div>
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<p class="card-text">为特定应用场景定制设计，在特定任务上性能优越、功耗低，适合大规模部署。</p>
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</div>
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</div>
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</div>
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<div class="col-md-6 col-lg-4 mb-4">
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<div class="card h-100">
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<div class="card-body">
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<div class="d-flex align-items-center mb-3">
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<span class="chip-category category-tpu">TPU</span>
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<h5 class="card-title mb-0">张量处理单元</h5>
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</div>
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<p class="card-text">专为神经网络计算优化，擅长处理大规模矩阵和张量运算，是AI加速的重要方向。</p>
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</div>
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</div>
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</div>
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<div class="col-md-6 col-lg-4 mb-4">
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<div class="card h-100">
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<div class="card-body">
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<div class="d-flex align-items-center mb-3">
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<span class="chip-category category-dpu">DPU</span>
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<h5 class="card-title mb-0">数据处理单元</h5>
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</div>
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<p class="card-text">专注于数据中心网络、存储和安全等基础设施任务，释放CPU资源，提升整体系统效率。</p>
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</div>
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</div>
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</div>
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<div class="col-md-6 col-lg-4 mb-4">
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<div class="card h-100">
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<div class="card-body">
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<div class="d-flex align-items-center mb-3">
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<span class="chip-category category-mlu">MLU</span>
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<h5 class="card-title mb-0">机器学习单元</h5>
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</div>
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<p class="card-text">专为机器学习任务设计的处理器，提供高效的AI训练和推理能力，覆盖云端到边缘端。</p>
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</div>
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</div>
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</div>
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<div class="col-md-6 col-lg-4 mb-4">
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<div class="card h-100">
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<div class="card-body">
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<div class="d-flex align-items-center mb-3">
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<span class="chip-category category-pcie">PCIe交换芯片</span>
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<h5 class="card-title mb-0">高速互连芯片</h5>
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</div>
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<p class="card-text">解决AI服务器中CPU和GPU之间的连接问题，提供高带宽、低延迟的数据传输通道。</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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</div>
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<!-- 股票数据表格 -->
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<div class="row mb-5">
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<div class="col-12">
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<h2 class="section-title">AI芯片概念股票一览</h2>
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<div class="card">
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<div class="card-body p-0">
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<div class="table-responsive">
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<table class="table table-hover">
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<thead>
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<tr>
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<th scope="col">股票名称</th>
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<th scope="col">芯片分类</th>
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<th scope="col">业务相关</th>
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<th scope="col">信息来源</th>
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<th scope="col">入选理由</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td><strong>景嘉微</strong></td>
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<td><span class="chip-category category-gpu">GPU</span></td>
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<td>国内专用GPU龙头，核心产品JM11系列芯片及景宏系列AI算力产品</td>
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<td><span class="badge bg-secondary badge-source">研报</span></td>
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<td>核心产品覆盖GPU及AI算力芯片领域</td>
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</tr>
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<tr>
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<td><strong>国芯科技</strong></td>
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<td><span class="chip-category category-gpu">GPU</span></td>
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<td>GPU芯片IDM929已内测成功；RISC-V GPU当前阶段的研发工作已结束</td>
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<td><span class="badge bg-info badge-source">互动</span></td>
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<td>GPU芯片研发进展及技术布局</td>
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</tr>
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<tr>
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<td><strong>海光信息</strong></td>
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<td><span class="chip-category category-gpu">GPU</span></td>
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<td>公司DCU系列基于GPGPU架构，DCU芯片技术领域处于国内领先地位</td>
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<td><span class="badge bg-secondary badge-source">研报</span></td>
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<td>GPGPU架构技术领先性</td>
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</tr>
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<tr>
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<td><strong>东芯股份</strong></td>
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<td><span class="chip-category category-gpu">GPU</span></td>
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<td>上海砺算（持股37.87%）发布了7G100系列GPU芯片</td>
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<td><span class="badge bg-info badge-source">互动/工商</span></td>
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<td>参股公司GPU芯片研发成果</td>
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</tr>
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<tr>
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<td><strong>华东重机</strong></td>
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<td><span class="chip-category category-gpu">GPU</span></td>
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<td>锐芯图芯（持股43.18%）已实现GPU芯片量产且批量供货</td>
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<td><span class="badge bg-warning badge-source">公告/调研</span></td>
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<td>参股公司GPU芯片量产能力</td>
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</tr>
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<tr>
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<td><strong>旋极信息</strong></td>
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<td><span class="chip-category category-gpu">GPU</span></td>
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<td>浙江曲速（持股13.22%）主要从事类GPU芯片（VPU芯片）、AI推理芯片等研发及销售；VPU821芯片已量产并销售</td>
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<td><span class="badge bg-info badge-source">互动/工商</span></td>
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<td>参股公司GPU相关芯片研发及量产</td>
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</tr>
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<tr>
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<td><strong>芯原股份</strong></td>
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<td><span class="chip-category category-asic">ASIC</span></td>
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<td>国内领先的SOC及ASIC设计服务提供商，拥有GPU、NPU、VPU等多款处理器IP</td>
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<td><span class="badge bg-secondary badge-source">研报</span></td>
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<td>ASIC设计服务及多核处理器IP能力</td>
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</tr>
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<tr>
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<td><strong>翱捷科技</strong></td>
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<td><span class="chip-category category-asic">ASIC</span></td>
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<td>定制化ASIC能力国内领先</td>
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<td><span class="badge bg-secondary badge-source">研报</span></td>
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<td>ASIC定制化技术优势</td>
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</tr>
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<tr>
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<td><strong>灿芯股份</strong></td>
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<td><span class="chip-category category-asic">ASIC</span></td>
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<td>拥有一站式芯片定制服务，在ASIC定制芯片领域有成功案例</td>
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<td><span class="badge bg-light text-dark badge-source">年报</span></td>
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<td>ASIC芯片定制服务经验</td>
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</tr>
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<tr>
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<td><strong>科德教育</strong></td>
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<td><span class="chip-category category-tpu">TPU</span></td>
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<td>中昊芯英（持股5.52%）掌握TPU架构AI芯片核心技术并实现TPU芯片量产</td>
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<td><span class="badge bg-info badge-source">互动/工商</span></td>
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<td>参股公司TPU芯片核心技术及量产能力</td>
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</tr>
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<tr>
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<td><strong>致尚科技</strong></td>
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<td><span class="chip-category category-dpu">DPU</span></td>
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<td>拟收购99.98%股权的DPU产品主要包括NSA X1/X3/X5 DPU、NSA A3 DPU</td>
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<td><span class="badge bg-warning badge-source">公告/互动</span></td>
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<td>DPU产品收购及技术布局</td>
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</tr>
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<tr>
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<td><strong>中兴通讯</strong></td>
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<td><span class="chip-category category-dpu">DPU</span></td>
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<td>自研定海芯片是数据处理加速（DPU）芯片</td>
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<td><span class="badge bg-info badge-source">互动</span></td>
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<td>自主研发DPU芯片</td>
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</tr>
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<tr>
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<td><strong>寒武纪</strong></td>
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<td><span class="chip-category category-mlu">MLU</span></td>
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<td>国内稀缺的云端AI芯片厂商，云端产品线已迭代至思元590系列；边缘产品线以思元220为主</td>
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<td><span class="badge bg-secondary badge-source">研报</span></td>
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<td>云端及边缘端AI芯片产品线布局</td>
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</tr>
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<tr>
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<td><strong>万通发展</strong></td>
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<td><span class="chip-category category-pcie">PCIe交换芯片</span></td>
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<td>澎博科技（拟收购持股62.98%）核心产品为PCIe高速交换芯片；在AI服务器领域解决CPU和GPU连接问题</td>
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<td><span class="badge bg-warning badge-source">公告</span></td>
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<td>PCIe交换芯片核心技术及AI服务器应用</td>
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</tr>
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</tbody>
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</table>
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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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<!-- 行业趋势 -->
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<div class="row mb-5">
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<div class="col-12">
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<div class="card">
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<div class="card-body p-4">
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<h2 class="section-title">行业发展趋势</h2>
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<div class="row">
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<div class="col-md-6 mb-4">
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<h5 class="mb-3"><i class="bi bi-graph-up-arrow text-primary me-2"></i>市场规模持续扩大</h5>
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<p>随着人工智能技术在各行业的深度应用，AI芯片市场需求呈现爆发式增长。预计到2025年，全球AI芯片市场规模将超过700亿美元，年复合增长率保持在30%以上。</p>
|
||
</div>
|
||
<div class="col-md-6 mb-4">
|
||
<h5 class="mb-3"><i class="bi bi-cpu text-success me-2"></i>技术架构多元化发展</h5>
|
||
<p>AI芯片技术路线呈现多元化发展趋势，GPU、ASIC、TPU、DPU等不同架构芯片各自发挥优势，满足不同场景下的算力需求，同时存算一体、光子计算等新型计算架构也在加速探索。</p>
|
||
</div>
|
||
<div class="col-md-6 mb-4">
|
||
<h5 class="mb-3"><i class="bi bi-globe text-warning me-2"></i>国产替代加速推进</h5>
|
||
<p>在国家政策大力支持下，国内AI芯片企业加速技术创新和产品迭代，在GPU、DPU等领域不断取得突破，国产替代进程明显加快，自主可控能力持续提升。</p>
|
||
</div>
|
||
<div class="col-md-6 mb-4">
|
||
<h5 class="mb-3"><i class="bi bi-cloud-arrow-down text-info me-2"></i>应用场景不断拓展</h5>
|
||
<p>AI芯片应用场景从云端向边缘端、终端延伸，覆盖大模型训练、自动驾驶、智慧城市、工业互联网、智能终端等多个领域，应用场景不断丰富和深化。</p>
|
||
</div>
|
||
</div>
|
||
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<footer class="footer">
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<div class="container">
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<div class="col-md-6">
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<h5 class="mb-3">AI芯片概念分析</h5>
|
||
<p class="mb-0">本页面基于公开市场信息整理，仅供参考，不构成投资建议。</p>
|
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</div>
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<div class="col-md-6 text-md-end">
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<p class="mb-0">数据更新时间: <span id="update-time"></span></p>
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<p class="mb-0">© 2023 AI芯片概念分析. All rights reserved.</p>
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</div>
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</footer>
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<script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0-alpha1/dist/js/bootstrap.bundle.min.js"></script>
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<script>
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// 设置当前日期
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document.getElementById('update-time').textContent = new Date().toLocaleDateString('zh-CN');
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// 添加表格排序功能
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document.addEventListener('DOMContentLoaded', function() {
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const table = document.querySelector('table');
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const headers = table.querySelectorAll('thead th');
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const tbody = table.querySelector('tbody');
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const rows = Array.from(tbody.querySelectorAll('tr'));
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headers.forEach((header, index) => {
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if (index > 0) { // 跳过第一列（股票名称）
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header.addEventListener('click', () => {
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const isAscending = header.classList.contains('asc');
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// 清除所有列的排序类
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headers.forEach(h => h.classList.remove('asc', 'desc'));
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// 设置当前列的排序类
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header.classList.add(isAscending ? 'desc' : 'asc');
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// 排序行
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rows.sort((a, b) => {
|
||
const aValue = a.cells[index].textContent.trim();
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const bValue = b.cells[index].textContent.trim();
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rows.forEach(row => tbody.appendChild(row));
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header.style.cursor = 'pointer';
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header.innerHTML += ' <i class="bi bi-arrow-down-up"></i>';
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