910 lines
45 KiB
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910 lines
45 KiB
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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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 text-white mb-4">Grok AI生态发展报告</h1>
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<p class="text-xl text-gray-300">从技术验证到生态扩张的AI革命</p>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="card-gradient rounded-2xl p-6 mb-8 shadow-2xl">
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<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
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<i class="fas fa-timeline mr-3 text-blue-400"></i>
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概念事件时间轴 (2024-03 → 2025-07)
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</h2>
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<div class="space-y-4">
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<div class="timeline-item">
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<div class="text-blue-400 font-semibold">2024-03-29</div>
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<div class="text-white">xAI开源Grok-1（3140亿参数），首次验证MoE+开源路线。</div>
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</div>
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<div class="timeline-item">
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<div class="text-blue-400 font-semibold">2024-08-14</div>
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<div class="text-white">Grok-2发布，LMSYS榜第4，仅次于GPT-4o。</div>
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</div>
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<div class="timeline-item">
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<div class="text-blue-400 font-semibold">2025-01-04</div>
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<div class="text-white">马斯克宣布Grok-3预训练完成，<span class="text-purple-400 font-semibold">计算量=10×Grok-2</span>。</div>
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</div>
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<div class="timeline-item">
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<div class="text-blue-400 font-semibold">2025-02-18</div>
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<div class="text-white">Grok-3正式上线，<span class="text-purple-400 font-semibold">20万张H100、2亿GPU小时</span>训练，登顶Chatbot Arena（>1400分）。</div>
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</div>
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<div class="timeline-item">
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<div class="text-blue-400 font-semibold">2025-05-02</div>
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<div class="text-white">微软Azure AI Foundry拟托管Grok，与OpenAI关系再平衡。</div>
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</div>
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<div class="timeline-item">
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<div class="text-blue-400 font-semibold">2025-07-10</div>
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<div class="text-white">Grok-4发布，HLE得分50.7%，<span class="text-purple-400 font-semibold">300美元/月SuperGrok订阅</span>上线。</div>
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</div>
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<div class="timeline-item">
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<div class="text-blue-400 font-semibold">2025-07-20</div>
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<div class="text-white">马斯克预告儿童版"Baby Grok"，生态向低龄场景延伸。</div>
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</div>
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</div>
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</div>
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<!-- 催化事件 -->
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-8">
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<div class="card-gradient rounded-2xl p-6 shadow-xl">
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<div class="text-blue-400 text-3xl mb-4">
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<i class="fas fa-microchip"></i>
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</div>
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<h3 class="text-xl font-bold text-white mb-3">算力军备</h3>
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<p class="text-gray-300">Grok-3/4训练规模指数级放大（10万→20万→100万GPU），直接拉动H100/H200需求。</p>
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</div>
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<div class="card-gradient rounded-2xl p-6 shadow-xl">
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<div class="text-purple-400 text-3xl mb-4">
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<i class="fas fa-code-branch"></i>
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</div>
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<h3 class="text-xl font-bold text-white mb-3">开源节奏</h3>
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<p class="text-gray-300">xAI采用"延迟开源"策略（当前版本成熟后开源上一代），既保商业化又扩生态。</p>
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</div>
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<div class="card-gradient rounded-2xl p-6 shadow-xl">
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<div class="text-green-400 text-3xl mb-4">
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<i class="fas fa-globe"></i>
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</div>
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<h3 class="text-xl font-bold text-white mb-3">场景破圈</h3>
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<p class="text-gray-300">从X平台聊天→Tesla车载→Optimus机器人→AI游戏工坊，形成"AI+物理世界"闭环。</p>
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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="card-gradient rounded-2xl p-6 mb-8 shadow-2xl">
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<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
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<i class="fas fa-lightbulb mr-3 text-yellow-400"></i>
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核心观点摘要
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</h2>
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<div class="bg-gradient-to-r from-blue-900/30 to-purple-900/30 rounded-xl p-4 border border-blue-500/30">
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<p class="text-gray-200 leading-relaxed">
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Grok AI已从"技术验证"进入"生态扩张"阶段：以<span class="text-blue-400 font-semibold">超大规模算力+开源模型+场景渗透</span>的三重杠杆，快速抢占AI原生应用入口。未来12个月的核心看点是<span class="text-purple-400 font-semibold">Grok-4商业化落地</span>与<span class="text-purple-400 font-semibold">微软云托管</span>能否带来第二波用户与收入爆发。
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</p>
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</div>
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</div>
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<!-- 核心逻辑与市场认知 -->
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<div class="card-gradient rounded-2xl p-6 mb-8 shadow-2xl">
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<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
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<i class="fas fa-brain mr-3 text-pink-400"></i>
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概念的核心逻辑与市场认知分析
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</h2>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-6 mb-6">
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<div>
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<h3 class="text-xl font-semibold text-white mb-4">核心驱动力</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="text-blue-400 mt-1 mr-3">
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<i class="fas fa-chart-line"></i>
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</div>
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<div>
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<div class="text-white font-medium">技术杠杆</div>
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<div class="text-gray-300 text-sm">Grok-3/4在数学、代码、科学三大基准全面领先（AIME↑27-43% vs DeepSeek-V3），验证"Scaling Law仍未撞墙"。</div>
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</div>
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</div>
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<div class="flex items-start">
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<div class="text-green-400 mt-1 mr-3">
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<i class="fas fa-dollar-sign"></i>
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</div>
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<div>
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<div class="text-white font-medium">成本杠杆</div>
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<div class="text-gray-300 text-sm">Grok-3训练成本≈数亿美元（2亿GPU小时×$1-3/小时），但开源后社区微调可摊薄边际成本。</div>
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</div>
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</div>
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<div class="flex items-start">
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<div class="text-purple-400 mt-1 mr-3">
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<i class="fas fa-project-diagram"></i>
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</div>
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<div>
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<div class="text-white font-medium">场景杠杆</div>
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<div class="text-gray-300 text-sm">X平台2.5亿DAU、Tesla 700万辆车、Optimus机器人三位一体，形成天然数据-场景闭环。</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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<h3 class="text-xl font-semibold text-white mb-4">市场热度与情绪</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="text-yellow-400 mt-1 mr-3">
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<i class="fas fa-newspaper"></i>
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</div>
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<div>
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<div class="text-white font-medium">新闻端</div>
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<div class="text-gray-300 text-sm">2-7月Grok相关报道量环比+340%；X平台"#Grok"话题阅读>18亿次。</div>
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</div>
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</div>
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<div class="flex items-start">
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<div class="text-red-400 mt-1 mr-3">
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<i class="fas fa-file-alt"></i>
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</div>
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<div>
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<div class="text-white font-medium">研报端</div>
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<div class="text-gray-300 text-sm">2025年2-7月共17篇深度报告聚焦Grok，占AI主题报告21%。</div>
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</div>
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</div>
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<div class="flex items-start">
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<div class="text-indigo-400 mt-1 mr-3">
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<i class="fas fa-users"></i>
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</div>
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<div>
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<div class="text-white font-medium">情绪</div>
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<div class="text-gray-300 text-sm">机构一致预期"算力>应用"，散户更关注"AI伴侣""AI游戏"等C端场景，存在认知分层。</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="bg-gradient-to-r from-red-900/20 to-orange-900/20 rounded-xl p-4 border border-orange-500/30">
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<h3 class="text-lg font-semibold text-white mb-2">预期差</h3>
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<ul class="text-gray-200 space-y-2 text-sm">
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<li>• 市场高估了Grok-4的短期收入弹性（300美元/月订阅渗透率仍<3%），却低估了微软云托管带来的B端API放量（Azure AI Foundry已有>1万家企业排队试用）。</li>
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<li>• 路演显示Grok-3数学能力≈GPT-4o，但编程能力仅GPT-3.5水平（杨晓峰测评），技术短板未被充分定价。</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 -->
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<div class="card-gradient rounded-2xl p-6 mb-8 shadow-2xl">
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<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
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<i class="fas fa-rocket mr-3 text-blue-400"></i>
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关键催化剂与未来发展路径
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-xl font-semibold text-blue-400 mb-4">近期（3-6个月）</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="bg-blue-500 rounded-full w-6 h-6 flex items-center justify-center text-white text-xs font-bold mr-3 mt-0.5">1</div>
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<div>
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<div class="text-white font-medium">微软Azure托管落地</div>
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<div class="text-gray-300 text-sm">若Q3前完成，预计带来10-20万企业开发者迁移。</div>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-blue-500 rounded-full w-6 h-6 flex items-center justify-center text-white text-xs font-bold mr-3 mt-0.5">2</div>
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<div>
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<div class="text-white font-medium">Tesla车载Grok推送</div>
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<div class="text-gray-300 text-sm">FSD V13版本或同步集成，激活700万存量车数据飞轮。</div>
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||
</div>
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</div>
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<div class="flex items-start">
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<div class="bg-blue-500 rounded-full w-6 h-6 flex items-center justify-center text-white text-xs font-bold mr-3 mt-0.5">3</div>
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<div>
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<div class="text-white font-medium">Grok-4多模态API</div>
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<div class="text-gray-300 text-sm">8月发布视频生成接口，直接对标Sora。</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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<h3 class="text-xl font-semibold text-purple-400 mb-4">长期（12-24个月）</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="bg-purple-500 rounded-full w-6 h-6 flex items-center justify-center text-white text-xs font-bold mr-3 mt-0.5">1</div>
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<div>
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<div class="text-white font-medium">100万GPU集群投产</div>
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<div class="text-gray-300 text-sm">Colossus二期投产，训练成本再降30%，推动Grok-5达到GPT-5水平。</div>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-purple-500 rounded-full w-6 h-6 flex items-center justify-center text-white text-xs font-bold mr-3 mt-0.5">2</div>
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<div>
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<div class="text-white font-medium">机器人场景闭环</div>
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<div class="text-gray-300 text-sm">Optimus Gen-3搭载Grok-4，2026年量产10万台，验证"AI+物理世界"商业模型。</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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<!-- 产业链与核心公司 -->
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<div class="card-gradient rounded-2xl p-6 mb-8 shadow-2xl">
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<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
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<i class="fas fa-sitemap mr-3 text-green-400"></i>
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产业链与核心公司深度剖析
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</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold text-white mb-4">产业链图谱</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-gradient-to-br from-blue-900/30 to-blue-800/30 rounded-xl p-4 border border-blue-500/30">
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<div class="text-blue-400 font-semibold mb-2">上游</div>
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<div class="text-gray-300">GPU/ASIC（英伟达H100→华为昇腾910C）</div>
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</div>
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<div class="bg-gradient-to-br from-purple-900/30 to-purple-800/30 rounded-xl p-4 border border-purple-500/30">
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<div class="text-purple-400 font-semibold mb-2">中游</div>
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<div class="text-gray-300">光模块（中际旭创、新易盛）、PCB（沪电股份、景旺电子）、液冷（英维克）</div>
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</div>
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<div class="bg-gradient-to-br from-green-900/30 to-green-800/30 rounded-xl p-4 border border-green-500/30">
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<div class="text-green-400 font-semibold mb-2">下游</div>
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<div class="text-gray-300">云托管（微软Azure）、终端集成（Tesla、X平台）、AI应用（恺英网络、昆仑万维）</div>
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</div>
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</div>
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</div>
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<div>
|
||
<h3 class="text-xl font-semibold text-white mb-4">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-gray-300 font-semibold">公司</th>
|
||
<th class="text-left py-3 px-4 text-gray-300 font-semibold">角色</th>
|
||
<th class="text-left py-3 px-4 text-gray-300 font-semibold">验证数据</th>
|
||
<th class="text-left py-3 px-4 text-gray-300 font-semibold">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white font-medium">中际旭创</td>
|
||
<td class="py-3 px-4 text-gray-300">光模块龙头</td>
|
||
<td class="py-3 px-4 text-gray-300">2025年H100 800G光模块份额>50%</td>
|
||
<td class="py-3 px-4 text-gray-300">若CPO技术突破，价值量或下降</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white font-medium">神州数码</td>
|
||
<td class="py-3 px-4 text-gray-300">昇腾服务器代工</td>
|
||
<td class="py-3 px-4 text-gray-300">2025年华为920C服务器出货30-40万张，神州占30-40%份额</td>
|
||
<td class="py-3 px-4 text-gray-300">华为产能瓶颈</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white font-medium">恺英网络</td>
|
||
<td class="py-3 px-4 text-gray-300">AI游戏</td>
|
||
<td class="py-3 px-4 text-gray-300">已分拆AI引擎子公司，首轮融资1亿元</td>
|
||
<td class="py-3 px-4 text-gray-300">游戏版号政策收紧</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-white font-medium">微软</td>
|
||
<td class="py-3 px-4 text-gray-300">云托管</td>
|
||
<td class="py-3 px-4 text-gray-300">Azure AI Foundry排队企业>1万家</td>
|
||
<td class="py-3 px-4 text-gray-300">与OpenAI内部竞争</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 bg-gradient-to-r from-yellow-900/20 to-red-900/20 rounded-xl p-4 border border-yellow-500/30">
|
||
<h3 class="text-lg font-semibold text-white mb-2">验证与证伪</h3>
|
||
<ul class="text-gray-200 space-y-2 text-sm">
|
||
<li>• 研报称"Grok-3训练需20万GPU"，但路演透露实际已扩至100万GPU（2025-07），算力需求被低估。</li>
|
||
<li>• 关联个股"三变科技"主变进入xAI数据中心，但未在官方供应链名单，需二次验证。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card-gradient rounded-2xl p-6 mb-8 shadow-2xl">
|
||
<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3 text-red-400"></i>
|
||
潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="space-y-4">
|
||
<div class="flex items-start">
|
||
<div class="text-red-400 mt-1 mr-3">
|
||
<i class="fas fa-microchip"></i>
|
||
</div>
|
||
<div>
|
||
<div class="text-white font-medium">技术</div>
|
||
<div class="text-gray-300 text-sm">Grok-4视频生成仍落后于Sora（帧一致性测试差距>15%）。</div>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="text-yellow-400 mt-1 mr-3">
|
||
<i class="fas fa-dollar-sign"></i>
|
||
</div>
|
||
<div>
|
||
<div class="text-white font-medium">商业化</div>
|
||
<div class="text-gray-300 text-sm">300美元/月订阅价格下，企业客户付费意愿调研仅42%（路演数据）。</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="space-y-4">
|
||
<div class="flex items-start">
|
||
<div class="text-orange-400 mt-1 mr-3">
|
||
<i class="fas fa-gavel"></i>
|
||
</div>
|
||
<div>
|
||
<div class="text-white font-medium">政策</div>
|
||
<div class="text-gray-300 text-sm">美国对华GPU出口管制若升级，华为昇腾910C产能不足将拖累国产替代。</div>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="text-purple-400 mt-1 mr-3">
|
||
<i class="fas fa-info-circle"></i>
|
||
</div>
|
||
<div>
|
||
<div class="text-white font-medium">信息矛盾</div>
|
||
<div class="text-gray-300 text-sm">新闻称Grok-3"完全开源"，路演明确"仅延迟开源上一代"，存在表述冲突。</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card-gradient rounded-2xl p-6 mb-8 shadow-2xl">
|
||
<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
|
||
<i class="fas fa-chart-pie mr-3 text-indigo-400"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<div class="bg-gradient-to-r from-indigo-900/30 to-purple-900/30 rounded-xl p-4 border border-indigo-500/30 mb-4">
|
||
<h3 class="text-lg font-semibold text-white mb-2">阶段判断</h3>
|
||
<p class="text-gray-200">Grok AI处于"生态扩张早期"，主题热度高但收入尚未放量，类似2023年的ChatGPT。</p>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-white mb-4">高价值细分</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-gradient-to-br from-blue-900/30 to-blue-800/30 rounded-xl p-4 border border-blue-500/30">
|
||
<div class="text-blue-400 font-semibold mb-2">算力基建</div>
|
||
<div class="text-gray-300">光模块（中际旭创）、液冷（英维克）——需求弹性最大</div>
|
||
</div>
|
||
<div class="bg-gradient-to-br from-green-900/30 to-green-800/30 rounded-xl p-4 border border-green-500/30">
|
||
<div class="text-green-400 font-semibold mb-2">场景落地</div>
|
||
<div class="text-gray-300">AI游戏（恺英网络）、AI玩具（泡泡玛特）——用户付费场景清晰</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-white mb-4">关键跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="bg-blue-500 rounded-full w-6 h-6 flex items-center justify-center text-white text-xs font-bold mr-3 mt-0.5">1</div>
|
||
<div>
|
||
<div class="text-white font-medium">微软Azure托管Grok的API调用量</div>
|
||
<div class="text-gray-300 text-sm">季度环比>50%为爆发信号</div>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-green-500 rounded-full w-6 h-6 flex items-center justify-center text-white text-xs font-bold mr-3 mt-0.5">2</div>
|
||
<div>
|
||
<div class="text-white font-medium">Tesla车载Grok的DAU渗透率</div>
|
||
<div class="text-gray-300 text-sm">>20%即验证场景闭环</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card-gradient rounded-2xl p-6 shadow-2xl">
|
||
<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
|
||
<i class="fas fa-chart-line mr-3 text-green-400"></i>
|
||
关联股票数据
|
||
</h2>
|
||
|
||
<div class="space-y-8">
|
||
<!-- AI伴侣股票 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-blue-400 mb-4">AI伴侣(250716)</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-gray-300 font-semibold">股票名称</th>
|
||
<th class="text-left py-3 px-4 text-gray-300 font-semibold">分类</th>
|
||
<th class="text-left py-3 px-4 text-gray-300 font-semibold">项目</th>
|
||
<th class="text-left py-3 px-4 text-gray-300 font-semibold">信息来源</th>
|
||
<th class="text-left py-3 px-4 text-gray-300 font-semibold">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">天地在线</td>
|
||
<td class="py-3 px-4 text-gray-300">AI数字人</td>
|
||
<td class="py-3 px-4 text-gray-300">已尝试在AI数字人、企业AI助手等应用产品探索布局</td>
|
||
<td class="py-3 px-4 text-gray-300">调研</td>
|
||
<td class="py-3 px-4 text-gray-300">公司布局AI数字人及企业AI助手应用产品</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">凡拓数创</td>
|
||
<td class="py-3 px-4 text-gray-300">AI数字人</td>
|
||
<td class="py-3 px-4 text-gray-300">自研FT-E数字孪生渲染引擎，融合多媒体交互与AI数字人技术</td>
|
||
<td class="py-3 px-4 text-gray-300">年报</td>
|
||
<td class="py-3 px-4 text-gray-300">自研引擎结合AI数字人技术</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">天娱数科</td>
|
||
<td class="py-3 px-4 text-gray-300">AI数字人</td>
|
||
<td class="py-3 px-4 text-gray-300">构建以数字人天妤为代表的AI数字人IP矩阵</td>
|
||
<td class="py-3 px-4 text-gray-300">年报</td>
|
||
<td class="py-3 px-4 text-gray-300">打造AI数字人IP矩阵</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">捷成股份</td>
|
||
<td class="py-3 px-4 text-gray-300">AI数字人</td>
|
||
<td class="py-3 px-4 text-gray-300">提供数字人全栈技术服务，推出数字人四大产品体系</td>
|
||
<td class="py-3 px-4 text-gray-300">公告</td>
|
||
<td class="py-3 px-4 text-gray-300">数字人全栈技术及产品体系</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">二六三</td>
|
||
<td class="py-3 px-4 text-gray-300">AI数字人</td>
|
||
<td class="py-3 px-4 text-gray-300">AI数字人具备超写实3D形象和自然肢体表现，支持多模态对话交互</td>
|
||
<td class="py-3 px-4 text-gray-300">互动</td>
|
||
<td class="py-3 px-4 text-gray-300">AI数字人技术特性</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">初灵信息</td>
|
||
<td class="py-3 px-4 text-gray-300">AI数字人</td>
|
||
<td class="py-3 px-4 text-gray-300">子公司视达科研发AI数字人应用软件</td>
|
||
<td class="py-3 px-4 text-gray-300">互动</td>
|
||
<td class="py-3 px-4 text-gray-300">子公司研发AI数字人软件</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">万兴科技</td>
|
||
<td class="py-3 px-4 text-gray-300">AI数字人</td>
|
||
<td class="py-3 px-4 text-gray-300">万兴播爆/Virbo提供AI多语言视频生成、AI数字人生成等功能</td>
|
||
<td class="py-3 px-4 text-gray-300">互动</td>
|
||
<td class="py-3 px-4 text-gray-300">AI数字人生成工具开发</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">凌云光</td>
|
||
<td class="py-3 px-4 text-gray-300">AI数字人</td>
|
||
<td class="py-3 px-4 text-gray-300">文化元宇宙业务结合AI数字人与智谱大模型</td>
|
||
<td class="py-3 px-4 text-gray-300">互动</td>
|
||
<td class="py-3 px-4 text-gray-300">AI数字人与大模型结合</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">易点天下</td>
|
||
<td class="py-3 px-4 text-gray-300">AI数字人</td>
|
||
<td class="py-3 px-4 text-gray-300">多语种AI数字人、AI模特（多人种虚拟模特）</td>
|
||
<td class="py-3 px-4 text-gray-300">互动</td>
|
||
<td class="py-3 px-4 text-gray-300">多语种AI数字人及虚拟模特</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">恺英网络</td>
|
||
<td class="py-3 px-4 text-gray-300">AI陪伴游戏</td>
|
||
<td class="py-3 px-4 text-gray-300">《EVE》主打陪伴的3D AI伴侣应用</td>
|
||
<td class="py-3 px-4 text-gray-300">调研</td>
|
||
<td class="py-3 px-4 text-gray-300">3D AI伴侣游戏开发</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">巨人网络</td>
|
||
<td class="py-3 px-4 text-gray-300">AI陪伴游戏</td>
|
||
<td class="py-3 px-4 text-gray-300">"AI残局挑战"为真人玩家与AI玩家推理协作/竞争玩法</td>
|
||
<td class="py-3 px-4 text-gray-300">互动</td>
|
||
<td class="py-3 px-4 text-gray-300">AI与真人协作游戏模式</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">富春股份</td>
|
||
<td class="py-3 px-4 text-gray-300">AI陪伴游戏</td>
|
||
<td class="py-3 px-4 text-gray-300">《仙境传说RO：新启航》推出AI宠物功能</td>
|
||
<td class="py-3 px-4 text-gray-300">官微</td>
|
||
<td class="py-3 px-4 text-gray-300">游戏内AI宠物功能</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">中文在线</td>
|
||
<td class="py-3 px-4 text-gray-300">AI陪伴游戏</td>
|
||
<td class="py-3 px-4 text-gray-300">虚拟约会互动游戏产品Myescape</td>
|
||
<td class="py-3 px-4 text-gray-300">调研</td>
|
||
<td class="py-3 px-4 text-gray-300">虚拟互动游戏产品</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">昆仑万维</td>
|
||
<td class="py-3 px-4 text-gray-300">AI社交</td>
|
||
<td class="py-3 px-4 text-gray-300">AI社交方面，Linky基于自研大语言模型，深度融合虚拟角色互动与UGC生态</td>
|
||
<td class="py-3 px-4 text-gray-300">调研</td>
|
||
<td class="py-3 px-4 text-gray-300">AI社交产品结合大模型与虚拟互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">汤姆猫</td>
|
||
<td class="py-3 px-4 text-gray-300">AI社交</td>
|
||
<td class="py-3 px-4 text-gray-300">研发汤姆猫AI情感陪伴机器人，定位家庭场景</td>
|
||
<td class="py-3 px-4 text-gray-300">互动</td>
|
||
<td class="py-3 px-4 text-gray-300">家庭场景AI情感陪伴机器人</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">上海电影</td>
|
||
<td class="py-3 px-4 text-gray-300">AI社交</td>
|
||
<td class="py-3 px-4 text-gray-300">参与设立新视野基金布局"AI+社交""AI+游戏""AI+短剧"等泛娱乐产品，以及AI+情感陪伴、AI+互动叙事内容体验等商业化应用</td>
|
||
<td class="py-3 px-4 text-gray-300">公告</td>
|
||
<td class="py-3 px-4 text-gray-300">多领域AI泛娱乐布局</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">实丰文化</td>
|
||
<td class="py-3 px-4 text-gray-300">AI玩具</td>
|
||
<td class="py-3 px-4 text-gray-300">与百度智能云达成战略合作，共同发布首批AI玩具生产计划；拟推出特色马年AI玩具产品</td>
|
||
<td class="py-3 px-4 text-gray-300">互动</td>
|
||
<td class="py-3 px-4 text-gray-300">AI玩具合作与生产计划</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">万达电影</td>
|
||
<td class="py-3 px-4 text-gray-300">AI玩具</td>
|
||
<td class="py-3 px-4 text-gray-300">AI养成系玩偶"萌心物语"处于量产前调试阶段</td>
|
||
<td class="py-3 px-4 text-gray-300">互动</td>
|
||
<td class="py-3 px-4 text-gray-300">AI养成系玩偶开发</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-white">奥飞娱乐</td>
|
||
<td class="py-3 px-4 text-gray-300">AI玩具</td>
|
||
<td class="py-3 px-4 text-gray-300">"AI智趣喜羊羊"产品已在天猫、京东等平台发售</td>
|
||
<td class="py-3 px-4 text-gray-300">互动</td>
|
||
<td class="py-3 px-4 text-gray-300">AI玩具产品已上市</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 马斯克Grok3大模型股票 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-purple-400 mb-4">马斯克Grok3大模型(250217)</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-gray-300 font-semibold">股票名称</th>
|
||
<th class="text-left py-3 px-4 text-gray-300 font-semibold">项目</th>
|
||
<th class="text-left py-3 px-4 text-gray-300 font-semibold">分类/行业</th>
|
||
<th class="text-left py-3 px-4 text-gray-300 font-semibold">产业链</th>
|
||
<th class="text-left py-3 px-4 text-gray-300 font-semibold">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">三变科技</td>
|
||
<td class="py-3 px-4 text-gray-300">xAI超级计算机中心</td>
|
||
<td class="py-3 px-4 text-gray-300">电力设备</td>
|
||
<td class="py-3 px-4 text-gray-300">变压器</td>
|
||
<td class="py-3 px-4 text-gray-300">主变进入马斯克xAI超级计算机中心</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">博创科技</td>
|
||
<td class="py-3 px-4 text-gray-300">xAI</td>
|
||
<td class="py-3 px-4 text-gray-300">AEC供应商</td>
|
||
<td class="py-3 px-4 text-gray-300">光通信</td>
|
||
<td class="py-3 px-4 text-gray-300">xAI的AEC（有源铜缆）供应商之一（未证实）</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">海鸥股份</td>
|
||
<td class="py-3 px-4 text-gray-300">北美数据中心</td>
|
||
<td class="py-3 px-4 text-gray-300">冷却塔供应商</td>
|
||
<td class="py-3 px-4 text-gray-300">数据中心冷却</td>
|
||
<td class="py-3 px-4 text-gray-300">国内唯一获北美认证的数据中心冷却塔供应商（未证实）</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">光迅科技</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">光通信</td>
|
||
<td class="py-3 px-4 text-gray-300">光器件</td>
|
||
<td class="py-3 px-4 text-gray-300">光器件供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">太辰光</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">光通信</td>
|
||
<td class="py-3 px-4 text-gray-300">光器件</td>
|
||
<td class="py-3 px-4 text-gray-300">光器件供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">天孚通信</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">光通信</td>
|
||
<td class="py-3 px-4 text-gray-300">光器件</td>
|
||
<td class="py-3 px-4 text-gray-300">光器件供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">光库科技</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">光通信</td>
|
||
<td class="py-3 px-4 text-gray-300">光器件</td>
|
||
<td class="py-3 px-4 text-gray-300">光器件供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">伊戈尔</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">电力设备</td>
|
||
<td class="py-3 px-4 text-gray-300">变压器</td>
|
||
<td class="py-3 px-4 text-gray-300">变压器供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">思源电气</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">电力设备</td>
|
||
<td class="py-3 px-4 text-gray-300">变压器</td>
|
||
<td class="py-3 px-4 text-gray-300">变压器供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">金盘科技</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">电力设备</td>
|
||
<td class="py-3 px-4 text-gray-300">变压器</td>
|
||
<td class="py-3 px-4 text-gray-300">变压器供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">华明装备</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">电力设备</td>
|
||
<td class="py-3 px-4 text-gray-300">变压器</td>
|
||
<td class="py-3 px-4 text-gray-300">变压器供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">特变电工</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">电力设备</td>
|
||
<td class="py-3 px-4 text-gray-300">变压器</td>
|
||
<td class="py-3 px-4 text-gray-300">变压器供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">望变电气</td>
|
||
<td class="py-3 px-4 text-gray-300">-</td>
|
||
<td class="py-3 px-4 text-gray-300">电力设备</td>
|
||
<td class="py-3 px-4 text-gray-300">变压器</td>
|
||
<td class="py-3 px-4 text-gray-300">变压器供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">景旺电子</td>
|
||
<td class="py-3 px-4 text-gray-300">Grok3训练</td>
|
||
<td class="py-3 px-4 text-gray-300">H100芯片供应商</td>
|
||
<td class="py-3 px-4 text-gray-300">PCB</td>
|
||
<td class="py-3 px-4 text-gray-300">Grok3使用10w张H100训练</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">淳中科技</td>
|
||
<td class="py-3 px-4 text-gray-300">Grok3训练</td>
|
||
<td class="py-3 px-4 text-gray-300">H100芯片供应商</td>
|
||
<td class="py-3 px-4 text-gray-300">电子元件</td>
|
||
<td class="py-3 px-4 text-gray-300">Grok3使用10w张H100训练</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">麦格米特</td>
|
||
<td class="py-3 px-4 text-gray-300">Grok3训练</td>
|
||
<td class="py-3 px-4 text-gray-300">H100芯片供应商</td>
|
||
<td class="py-3 px-4 text-gray-300">电子元件</td>
|
||
<td class="py-3 px-4 text-gray-300">Grok3使用10w张H100训练</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">胜宏科技</td>
|
||
<td class="py-3 px-4 text-gray-300">Grok3训练</td>
|
||
<td class="py-3 px-4 text-gray-300">H100芯片供应商</td>
|
||
<td class="py-3 px-4 text-gray-300">PCB</td>
|
||
<td class="py-3 px-4 text-gray-300">Grok3使用10w张H100训练</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">沪电股份</td>
|
||
<td class="py-3 px-4 text-gray-300">Grok3训练</td>
|
||
<td class="py-3 px-4 text-gray-300">H100芯片供应商</td>
|
||
<td class="py-3 px-4 text-gray-300">PCB</td>
|
||
<td class="py-3 px-4 text-gray-300">Grok3使用10w张H100训练</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">鹏鼎控股</td>
|
||
<td class="py-3 px-4 text-gray-300">Grok3训练</td>
|
||
<td class="py-3 px-4 text-gray-300">H100芯片供应商</td>
|
||
<td class="py-3 px-4 text-gray-300">PCB</td>
|
||
<td class="py-3 px-4 text-gray-300">Grok3使用10w张H100训练</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">奥士康</td>
|
||
<td class="py-3 px-4 text-gray-300">Grok3训练</td>
|
||
<td class="py-3 px-4 text-gray-300">H100芯片供应商</td>
|
||
<td class="py-3 px-4 text-gray-300">PCB</td>
|
||
<td class="py-3 px-4 text-gray-300">Grok3使用10w张H100训练</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 text-white">精研科技</td>
|
||
<td class="py-3 px-4 text-gray-300">Grok3训练</td>
|
||
<td class="py-3 px-4 text-gray-300">H100芯片供应商</td>
|
||
<td class="py-3 px-4 text-gray-300">电子元件</td>
|
||
<td class="py-3 px-4 text-gray-300">Grok3使用10w张H100训练</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-white">和林微纳</td>
|
||
<td class="py-3 px-4 text-gray-300">Grok3训练</td>
|
||
<td class="py-3 px-4 text-gray-300">H100芯片供应商</td>
|
||
<td class="py-3 px-4 text-gray-300">电子元件</td>
|
||
<td class="py-3 px-4 text-gray-300">Grok3使用10w张H100训练</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("particles-js", {
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|
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|
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|
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|
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|
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</body>
|
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</html>
|
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``` |