530 lines
38 KiB
HTML
530 lines
38 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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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智能体 - 深度研究报告</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;700&family=Orbitron:wght@400;700&display=swap');
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body {
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font-family: 'Inter', sans-serif;
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background-color: #0a090c;
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color: #e0e0e0;
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overflow-x: hidden;
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}
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font-family: 'Orbitron', sans-serif;
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background: rgba(20, 20, 35, 0.5);
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backdrop-filter: blur(20px);
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-webkit-backdrop-filter: blur(20px);
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border: 1px solid rgba(110, 110, 150, 0.2);
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border-radius: 2rem; /* 极致圆角 */
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transition: all 0.3s ease;
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}
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.glass-card:hover {
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transform: translateY(-5px) scale(1.01);
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position: fixed;
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z-index: -1;
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animation: move-glow-1 25s infinite alternate ease-in-out;
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width: 40vw;
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background: radial-gradient(circle, rgba(168, 85, 247, 1) 0%, rgba(168, 85, 247, 0) 70%);
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bottom: -15%;
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right: -15%;
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animation: move-glow-2 30s infinite alternate ease-in-out;
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}
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@keyframes move-glow-1 {
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from { transform: translate(-20%, -20%) rotate(0deg); }
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to { transform: translate(20%, 20%) rotate(360deg); }
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}
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@keyframes move-glow-2 {
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from { transform: translate(15%, 15%) rotate(0deg); }
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to { transform: translate(-15%, -15%) rotate(-360deg); }
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}
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.bento-grid {
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display: grid;
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gap: 1.5rem;
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grid-template-columns: repeat(1, 1fr);
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}
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@media (min-width: 1024px) {
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grid-template-columns: repeat(4, 1fr);
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grid-template-rows: auto;
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.bento-item-5 { grid-column: span 4; }
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}
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</style>
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</head>
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<body>
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<div class="bg-deep-space"></div>
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<div class="container mx-auto p-4 md:p-8">
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<!-- Header -->
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<header class="text-center py-12">
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<h1 class="font-orbitron text-4xl md:text-6xl font-bold glow-text bg-clip-text text-transparent bg-gradient-to-r from-cyan-300 to-indigo-400 mb-4">
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AI 智能体
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</h1>
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<p class="text-lg md:text-xl text-slate-300">深度研究报告</p>
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<div class="mt-4 text-xs text-slate-500">
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<p>由 北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
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<p>本报告为AI合成数据，投资需谨慎。</p>
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</div>
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</header>
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<!-- Bento Grid Layout -->
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<main class="bento-grid">
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<!-- Core Viewpoint -->
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<section class="glass-card p-6 md:p-8 bento-item-1">
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<h2 class="font-orbitron text-2xl font-bold mb-4 text-cyan-300">核心观点与市场认知</h2>
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<div class="space-y-6">
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<div>
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<h3 class="font-bold text-lg mb-2 text-slate-200">核心观点摘要</h3>
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<p class="text-slate-300">AI智能体正处于从概念炒作向<span class="text-amber-400">商业化落地验证的临界点</span>，市场普遍将<span class="font-bold text-white">2025年</span>视为其爆发元年。其核心驱动力源于大模型技术的成熟与“数字劳动力”这一巨大商业价值的吸引，但当前市场对其万亿级潜力的宏大叙事与实际商业化进程（如<span class="text-red-400">高昂的Token成本</span>、应用场景的复杂性）之间存在显著的<span class="font-bold text-white">预期差</span>。</p>
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</div>
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<div>
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<h3 class="font-bold text-lg mb-2 text-slate-200">核心驱动力</h3>
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<ul class="list-disc list-inside space-y-2 text-slate-300">
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<li><strong class="text-white">技术突破 (根本前提):</strong> 建立在大语言模型（LLM）的涌现能力之上，核心是自主任务拆分、工具调用与闭环执行。</li>
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<li><strong class="text-white">商业价值驱动 (核心引擎):</strong> 被定义为“新的数字劳动力”，有望颠覆<span class="text-green-400">数万亿美元</span>市场，是吸引资本投入的根本原因。</li>
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<li><strong class="text-white">政策支持 (加速器):</strong> 从国家发改委到地方政府，再到行业标准制定，政策层面的支持为产业发展提供了确定性。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-bold text-lg mb-2 text-slate-200">预期差分析</h3>
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<p class="text-slate-300">市场普遍认知与公司实际进展之间存在显著的预期差，主要体现在<span class="text-amber-400">商业化节奏和成本</span>上。宏大叙事与落地现实（如汉得信息预计25年收入4-5亿）存在差距；市场对智能体能力的惊叹可能忽略了其<span class="text-red-400">高昂的运行成本</span>（单次任务成本约10元）；市场的乐观情绪也显著低估了潜在的<span class="text-red-400">安全风险</span>。</p>
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</div>
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</div>
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</section>
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<!-- Catalysts & Development Path -->
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<section class="glass-card p-6 md:p-8 bento-item-2">
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<h2 class="font-orbitron text-2xl font-bold mb-4 text-cyan-300">催化剂与发展路径</h2>
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<div class="space-y-4">
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<div>
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<h3 class="font-bold text-lg mb-2 text-slate-200">近期催化剂 (未来3-6个月)</h3>
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<ul class="list-disc list-inside space-y-2 text-slate-300">
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<li><strong class="text-white">巨头产品发布:</strong> DeepSeek年底发布AI智能体，OpenAI展示博士级超级智能体。</li>
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<li><strong class="text-white">政策与标准落地:</strong> 国家发改委政策指引与信通院技术规范发布。</li>
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<li><strong class="text-white">商业模式验证:</strong> 汉得信息与字节豆包合作成果（预计25年4-5亿收入）将是关键试金石。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-bold text-lg mb-2 text-slate-200">长期发展路径</h3>
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<ol class="relative border-l border-gray-500 space-y-6 pl-4">
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<li>
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<div class="absolute w-3 h-3 bg-cyan-400 rounded-full -left-1.5 border border-gray-900"></div>
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<h4 class="font-semibold text-white">L1-L2级 (当前-2025年)</h4>
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<p class="text-sm text-slate-400">辅助决策与条件自动化，Copilot模式为主，平台化成为元年主旋律。</p>
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</li>
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<li>
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<div class="absolute w-3 h-3 bg-indigo-400 rounded-full -left-1.5 border border-gray-900"></div>
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<h4 class="font-semibold text-white">L3级 (2026-2028年)</h4>
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<p class="text-sm text-slate-400">高度自动化与行业深度渗透，仅需少量人工干预即可完成复杂任务。</p>
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</li>
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<li>
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<div class="absolute w-3 h-3 bg-purple-400 rounded-full -left-1.5 border border-gray-900"></div>
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<h4 class="font-semibold text-white">L4级 (2028年以后)</h4>
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<p class="text-sm text-slate-400">完全自动化与物理世界融合，具备自学习和自组织能力的“具身智能体”成为常态。</p>
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</li>
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</ol>
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</div>
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</div>
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</section>
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<!-- Industry Chain & Market Growth -->
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<section class="glass-card p-6 md:p-8 bento-item-3">
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<h2 class="font-orbitron text-2xl font-bold mb-4 text-cyan-300">产业链图谱与市场预测</h2>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-6">
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<div>
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<h3 class="font-bold text-lg mb-2 text-slate-200">产业链图谱</h3>
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<ul class="space-y-3">
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<li>
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<div class="badge badge-info badge-outline">上游：基础层</div>
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<p class="text-sm text-slate-400 ml-2">算力 (首都在线), 数据 (海天瑞声), 硬件 (敏芯股份)</p>
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</li>
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<li>
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<div class="badge badge-primary badge-outline">中游：模型与平台层</div>
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<p class="text-sm text-slate-400 ml-2">大模型 (智谱AI), 开发平台 (东方通, 百度文心)</p>
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</li>
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<li>
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<div class="badge badge-secondary badge-outline">下游：应用与解决方案层</div>
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<p class="text-sm text-slate-400 ml-2">通用SaaS (汉得信息), 垂直行业 (新国都), C端应用 (字节), 自研Agent (昆仑万维)</p>
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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="font-bold text-lg mb-2 text-slate-200">市场增长预测</h3>
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<p class="text-sm text-slate-400 mb-2">新闻数据显示，机构预测未来5年复合增速可达<span class="text-green-400 font-bold">72.7%</span>，市场规模年均复合增长近<span class="text-green-400 font-bold">45%</span>。</p>
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<div id="market-growth-chart" class="w-full h-64"></div>
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</div>
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</div>
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</section>
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<!-- Core Players Analysis -->
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<section class="glass-card p-6 md:p-8 bento-item-4">
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<h2 class="font-orbitron text-2xl font-bold mb-4 text-cyan-300">核心玩家对比</h2>
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<div class="space-y-4">
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<div class="collapse collapse-plus glass-card">
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<input type="radio" name="player-accordion" checked="checked" />
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<div class="collapse-title text-xl font-medium text-white">汉得信息 (逻辑最纯粹的应用龙头)</div>
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<div class="collapse-content">
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<p><strong class="text-green-400">优势:</strong> 与字节豆包深度绑定，商业化路径清晰 (25年预期4-5亿收入)，客单价明确 (50-200万)，覆盖企业核心场景，客户资源丰富。</p>
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<p><strong class="text-red-400">风险:</strong> 对字节生态依赖度高，商业化进展待验证。</p>
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</div>
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</div>
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<div class="collapse collapse-plus glass-card">
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<input type="radio" name="player-accordion" />
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<div class="collapse-title text-xl font-medium text-white">新国都 (垂直场景深度整合者)</div>
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<div class="collapse-content">
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<p><strong class="text-green-400">优势:</strong> 被市场视为“最正宗标的”，将Agent深度融入核心业务 (支付审核)，能直接提升主业效率，形成业务闭环。</p>
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<p><strong class="text-red-400">风险:</strong> 应用场景相对单一，想象空间可能受限于支付行业。</p>
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</div>
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</div>
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<div class="collapse collapse-plus glass-card">
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<input type="radio" name="player-accordion" />
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<div class="collapse-title text-xl font-medium text-white">东方通 (平台型“卖铲人”)</div>
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<div class="collapse-content">
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<p><strong class="text-green-400">优势:</strong> 推出智能体平台，定位为“中间件”，赋能企业快速构建。若生态爆发，有望获高估值。已实现千万级收入。</p>
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<p><strong class="text-red-400">风险:</strong> 平台竞争激烈，需构建强大开发者生态。</p>
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</div>
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</div>
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<div class="collapse collapse-plus glass-card">
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<input type="radio" name="player-accordion" />
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<div class="collapse-title text-xl font-medium text-white">垒知集团 / 南兴股份 (巨头生态合作伙伴)</div>
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<div class="collapse-content">
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<p><strong class="text-green-400">优势:</strong> 绑定微软OpenAI生态，获巨头技术赋能和支持，确定性较高。</p>
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<p><strong class="text-red-400">风险:</strong> 自主性弱，业绩与巨头战略强相关，可能仅为实施方。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- Risks & Conclusion -->
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<section class="glass-card p-6 md:p-8 bento-item-5">
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-6">
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<div>
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<h2 class="font-orbitron text-2xl font-bold mb-4 text-cyan-300">潜在风险与挑战</h2>
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<ul class="space-y-3">
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<li class="flex items-start">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-2 text-red-400 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><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>
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<div><strong class="text-white">技术风险:</strong> 成本瓶颈 (高昂Token消耗)、能力局限 (复杂任务仍需人)、安全漏洞 (可能被黑客控制)。</div>
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</li>
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<li class="flex items-start">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-2 text-amber-400 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 17h8m0 0V9m0 8l-8-8-4 4-6-6" /></svg>
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<div><strong class="text-white">商业化风险:</strong> 投入产出比低 (投入高回报难)、产品同质化、市场接受度 (高客单价能否规模化)。</div>
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</li>
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<li class="flex items-start">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-2 text-blue-400 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M17 8h2a2 2 0 012 2v6a2 2 0 01-2 2h-2v4l-4-4H9a2 2 0 01-2-2V7a2 2 0 012-2h4M5 8h2m4 0h2" /></svg>
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<div><strong class="text-white">信息交叉验证风险:</strong> 市场预期与产业现实存在巨大“温度差”，宏大叙事掩盖了眼前的落地困难。</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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<h2 class="font-orbitron text-2xl font-bold mb-4 text-cyan-300">综合结论与投资启示</h2>
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<p class="text-slate-300 mb-2">AI智能体正处在从<strong class="text-white">“主题炒作”向“基本面驱动”过渡的关键阶段</strong>。基本面将成为下一阶段股价表现的核心驱动力。</p>
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<p class="text-slate-300 font-semibold mb-2">最具投资价值的细分环节:</p>
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<div class="flex flex-col space-y-2">
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<span class="badge badge-lg badge-success badge-outline">下游应用解决方案商 (SaaS): 逻辑最顺、确定性最高</span>
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<span class="badge badge-lg badge-warning badge-outline">中游智能体开发平台: 最具弹性</span>
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</div>
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<p class="text-slate-300 font-semibold mt-4 mb-2">需重点跟踪的关键指标:</p>
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<p class="text-sm text-slate-400">模型成本 (API调用价格)、企业收入 (合同金额与毛利率)、生态活跃度 (开发者与调用量)、技术进展 (多模态、记忆等)。</p>
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</div>
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</div>
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</section>
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</main>
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|
||
<!-- Supporting Data Accordions -->
|
||
<section class="my-12 space-y-4" x-data="{ active: '' }">
|
||
<h2 class="font-orbitron text-3xl font-bold text-center glow-text mb-8">深度资料库</h2>
|
||
|
||
<div class="collapse collapse-arrow glass-card">
|
||
<input type="radio" name="data-accordion" @click="active = 'news'" />
|
||
<div class="collapse-title text-xl font-medium text-white">新闻数据摘要</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 p-4 text-slate-300">
|
||
<li><strong>元年预测:</strong> OpenAI、李彦宏及多家机构普遍预测 <span class="text-amber-400">2025年将是AI智能体爆发元年</span>。</li>
|
||
<li><strong>市场潜力:</strong> 英伟达估算AI智能体未来是 <span class="text-green-400">数万亿美元</span> 的商业机会，IDC预测企业级应用渗透率将接近100%。</li>
|
||
<li><strong>产品发布:</strong> Manus (全球首款通用型)、360纳米AI (全球首个L4级)、蚂蚁Antom (AI支付)、荣耀YOYO (自主进化)、阿里云Mobile-Agent (落地比亚迪) 等产品密集发布。</li>
|
||
<li><strong>企业动态:</strong> 百度搜索全面开放智能体入口，并与小米合作分发；新国都、汉得信息等在垂直领域商业化落地；DeepSeek计划年底发布产品。</li>
|
||
<li><strong>政策支持:</strong> 国家发改委将制定政策指引，中国信通院启动技术规范编制。</li>
|
||
<li><strong>应用场景:</strong> 已涌现于金融、汽车、教育、养老、医疗等多个垂直领域。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="collapse collapse-arrow glass-card">
|
||
<input type="radio" name="data-accordion" @click="active = 'roadshow'" />
|
||
<div class="collapse-title text-xl font-medium text-white">路演纪要精选</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 p-4 text-slate-300">
|
||
<li><strong>汉得信息 (2024-12-15):</strong> 聚焦营销、制造、财务、供应链等领域。单个智能体客单价 <span class="text-amber-400">50万-200万</span>，大企业年支出可能远超100万。</li>
|
||
<li><strong>海通计算机 (2024-09-25):</strong> 定义AI Agent为大模型应用的“终极形态”。核心架构包括记忆、规划、工具使用、行动。指出 <span class="text-red-400">Token消耗巨大</span> 是成本挑战 (单次任务约10元)。</li>
|
||
<li><strong>亚信安全 (2024-12-23):</strong> 明确指出安全风险，底层AI框架漏洞可能导致 <span class="text-red-400">智能体被远程控制</span>。</li>
|
||
<li><strong>东方通 (2025-03-06):</strong> 推出智能体平台(Black Home)，解决AI落地难题，提供一键生成智能体功能。相关收入已实现 <span class="text-green-400">翻倍至千万级别</span>。</li>
|
||
<li><strong>三维天地 (2025-07-20):</strong> 上半年AI相关订单(含智能体)达 <span class="text-green-400">5,000万元</span>，Agent模块未来或独立收费。</li>
|
||
<li><strong>中信证券 (2025-01-26):</strong> 分析OpenAI Operator智能体，定位为L3级AI，核心是“自主性”。技术难点在 <span class="text-amber-400">感知层(视觉)和决策层(强化学习)</span>。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="collapse collapse-arrow glass-card">
|
||
<input type="radio" name="data-accordion" @click="active = 'reports'" />
|
||
<div class="collapse-title text-xl font-medium text-white">研报核心观点</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 p-4 text-slate-300">
|
||
<li><strong>AI游戏应用 (2024-07-13):</strong> 《我的世界》成为AI智能体训练场，英伟达Voyager和商汤GITM在此取得突破性成果。</li>
|
||
<li><strong>AI智能体技术 (2024-04-15):</strong> 划分了L1-L4能力等级。关键技术包括工具学习、RAG、超长记忆等。多智能体协作是“智能的第二次涌现”。</li>
|
||
<li><strong>联想集团 (2024-10-17):</strong> 发布个人AI智能体“AI Now”，基于Meta Llama模型，将成为个人的“AI双胞胎”，实现跨设备无缝体验。</li>
|
||
<li><strong>智微智能 (2025-08-13):</strong> 聚焦 <span class="text-amber-400">具身智能/物理智能体</span>，与Nvidia同步首发机器人新大脑控制器，为机器人提供强大算力底座。</li>
|
||
<li><strong>IMF报告 (2024-01-26):</strong> 分析AI智能体对劳动力市场的影响，在高互补性角色中(医生、律师)提升生产力，在低互补性角色中(文书)直接替代人类劳动。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Analysis Section -->
|
||
<section class="my-12">
|
||
<h2 class="font-orbitron text-3xl font-bold text-center glow-text mb-8">核心标的与异动分析</h2>
|
||
|
||
<div class="mb-10">
|
||
<h3 class="font-orbitron text-2xl font-semibold mb-4 text-cyan-300">AI智能体概念股梳理</h3>
|
||
<div class="overflow-x-auto glass-card p-4">
|
||
<table class="table table-zebra bg-transparent w-full">
|
||
<thead class="text-white">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data from image 1 -->
|
||
<tr><td>豆神教育</td><td><a href="https://valuefrontier.cn/company?scode=300010" target="_blank" class="link link-hover text-cyan-400">300010</a></td><td>与智谱合作，成立合资公司，做AI教育产品。</td><td><div class="badge badge-primary badge-outline">智谱合作</div></td></tr>
|
||
<tr><td>思美传媒</td><td><a href="https://valuefrontier.cn/company?scode=002712" target="_blank" class="link link-hover text-cyan-400">002712</a></td><td>与智谱合作，被部分投资者认为是智谱AI概念相关股票。</td><td><div class="badge badge-primary badge-outline">智谱合作</div></td></tr>
|
||
<tr><td>首都在线</td><td><a href="https://valuefrontier.cn/company?scode=300846" target="_blank" class="link link-hover text-cyan-400">300846</a></td><td>为智谱提供算力，签订战略合作协议。</td><td><div class="badge badge-info badge-outline">智谱算力</div></td></tr>
|
||
<tr><td>青云科技</td><td><a href="https://valuefrontier.cn/company?scode=688316" target="_blank" class="link link-hover text-cyan-400">688316</a></td><td>为智谱提供算力。</td><td><div class="badge badge-info badge-outline">智谱算力</div></td></tr>
|
||
<tr><td>酷特智能</td><td><a href="https://valuefrontier.cn/company?scode=300840" target="_blank" class="link link-hover text-cyan-400">300840</a></td><td>华为AI Agent概念股。</td><td><div class="badge badge-error badge-outline">华为AI Agent</div></td></tr>
|
||
<tr><td>南兴股份</td><td><a href="https://valuefrontier.cn/company?scode=002757" target="_blank" class="link link-hover text-cyan-400">002757</a></td><td>微软AI Agent概念股。</td><td><div class="badge badge-success badge-outline">微软AI Agent</div></td></tr>
|
||
<tr><td>思泉新材</td><td><a href="https://valuefrontier.cn/company?scode=301489" target="_blank" class="link link-hover text-cyan-400">301489</a></td><td>苹果siri概念股。</td><td><div class="badge badge-neutral badge-outline">苹果siri</div></td></tr>
|
||
<tr><td>昆仑万维</td><td><a href="https://valuefrontier.cn/company?scode=300418" target="_blank" class="link link-hover text-cyan-400">300418</a></td><td>自研AI Agent。</td><td><div class="badge badge-warning badge-outline">自研AI Agent</div></td></tr>
|
||
<tr><td>万兴科技</td><td><a href="https://valuefrontier.cn/company?scode=300624" target="_blank" class="link link-hover text-cyan-400">300624</a></td><td>自研AI Agent。</td><td><div class="badge badge-warning badge-outline">自研AI Agent</div></td></tr>
|
||
<tr><td>敏芯股份</td><td><a href="https://valuefrontier.cn/company?scode=688286" target="_blank" class="link link-hover text-cyan-400">688286</a></td><td>麦克风升级概念，与AI Agent语音交互相关。</td><td><div class="badge badge-accent badge-outline">麦克风升级</div></td></tr>
|
||
<tr><td>电广传媒</td><td><a href="https://valuefrontier.cn/company?scode=000917" target="_blank" class="link link-hover text-cyan-400">000917</a></td><td>通过旗下达晨财智A轮投资智谱AI，占比3%。</td><td><div class="badge badge-secondary badge-outline">股东</div></td></tr>
|
||
<tr><td>凌云光</td><td><a href="https://valuefrontier.cn/company?scode=688400" target="_blank" class="link link-hover text-cyan-400">688400</a></td><td>直接投资参股智谱AI，持股1%。</td><td><div class="badge badge-secondary badge-outline">股东</div></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-10">
|
||
<h3 class="font-orbitron text-2xl font-semibold mb-4 text-cyan-300">涨幅异动深度分析</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
|
||
<!-- Dynamic rise analysis cards -->
|
||
<div class="glass-card p-6">
|
||
<div class="flex justify-between items-center mb-2">
|
||
<h4 class="font-bold text-lg text-white">瑞纳智能 (301129)</h4>
|
||
<span class="font-bold text-xl text-green-400">+20.02%</span>
|
||
</div>
|
||
<p class="text-sm text-slate-400 mb-4">2025-06-30</p>
|
||
<p class="text-slate-300"><strong class="text-white">核心结论:</strong> “AI智能体”主题扩散+公司北方清洁供暖订单拐点共振所致。</p>
|
||
<p class="text-slate-300 mt-2"><strong class="text-white">驱动逻辑:</strong> 公司智慧供热平台已嵌入AI智能体功能，23年AI相关收入占比超30%。叠加华为Pura80上线“AI超级智能体”消息催化。基本面订单高增，筹码结构轻。</p>
|
||
</div>
|
||
|
||
<div class="glass-card p-6">
|
||
<div class="flex justify-between items-center mb-2">
|
||
<h4 class="font-bold text-lg text-white">能科科技 (603859)</h4>
|
||
<span class="font-bold text-xl text-green-400">+10.00%</span>
|
||
</div>
|
||
<p class="text-sm text-slate-400 mb-4">2025-08-27</p>
|
||
<p class="text-slate-300"><strong class="text-white">核心结论:</strong> 国务院AI+政策量化目标+半年报AI收入超预期双重催化。</p>
|
||
<p class="text-slate-300 mt-2"><strong class="text-white">驱动逻辑:</strong> 国务院文件要求2027年智能体覆盖率超70%；公司H1半年报AI收入同比+150%，合同负债+160%，被视为政策红利下业绩兑现最确定标的。华为云+军工双场景落地。</p>
|
||
</div>
|
||
|
||
<div class="glass-card p-6">
|
||
<div class="flex justify-between items-center mb-2">
|
||
<h4 class="font-bold text-lg text-white">海天瑞声 (688787)</h4>
|
||
<span class="font-bold text-xl text-green-400">+6.41%</span>
|
||
</div>
|
||
<p class="text-sm text-slate-400 mb-4">2025-08-22</p>
|
||
<p class="text-slate-300"><strong class="text-white">核心结论:</strong> AI智能体概念爆发，DeepSeek新模型发布成直接催化剂。</p>
|
||
<p class="text-slate-300 mt-2"><strong class="text-white">驱动逻辑:</strong> DeepSeek-V3.1模型发布，工具使用与智能体任务表现提升，利好AI训练数据服务商。板块联动效应明显，散户资金积极入场，机构低位布局。</p>
|
||
</div>
|
||
|
||
<div class="glass-card p-6">
|
||
<div class="flex justify-between items-center mb-2">
|
||
<h4 class="font-bold text-lg text-white">延华智能 (002178)</h4>
|
||
<span class="font-bold text-xl text-green-400">+5.12%</span>
|
||
</div>
|
||
<p class="text-sm text-slate-400 mb-4">2025-08-22</p>
|
||
<p class="text-slate-300"><strong class="text-white">核心结论:</strong> AI智能体概念集体走强，公司自身AI布局提供基本面支撑。</p>
|
||
<p class="text-slate-300 mt-2"><strong class="text-white">驱动逻辑:</strong> 受DeepSeek新模型发布带动，板块效应明显。公司自主研发AI医疗助手"星仔"深度融合DeepSeek，并拥有自研大模型，显示实质性技术布局。</p>
|
||
</div>
|
||
|
||
<div class="glass-card p-6">
|
||
<div class="flex justify-between items-center mb-2">
|
||
<h4 class="font-bold text-lg text-white">万胜智能 (300882)</h4>
|
||
<span class="font-bold text-xl text-green-400">+5.48%</span>
|
||
</div>
|
||
<p class="text-sm text-slate-400 mb-4">2025-11-10</p>
|
||
<p class="text-slate-300"><strong class="text-white">核心结论:</strong> 由市场宏大叙事(Kimi开源)驱动，公司业务契合“AI+电网”想象空间。</p>
|
||
<p class="text-slate-300 mt-2"><strong class="text-white">驱动逻辑:</strong> Kimi开源点燃市场对AI应用落地热情。公司主营智能电表、充电桩，是AI智能体在智能电网、智能调度、车网互动等场景的理想落地载体，被市场资金发掘。但股价留长上影线，显示多空博弈激烈。</p>
|
||
</div>
|
||
|
||
<div class="glass-card p-6">
|
||
<div class="flex justify-between items-center mb-2">
|
||
<h4 class="font-bold text-lg text-white">青木科技 (301110)</h4>
|
||
<span class="font-bold text-xl text-green-400">+5.94%</span>
|
||
</div>
|
||
<p class="text-sm text-slate-400 mb-4">2025-09-30</p>
|
||
<p class="text-slate-300"><strong class="text-white">核心结论:</strong> AI智能体板块走强，叠加减持公告被视为“利空落地”效应。</p>
|
||
<p class="text-slate-300 mt-2"><strong class="text-white">驱动逻辑:</strong> 国家发改委政策指引带来板块利好。控股股东减持公告提前消化，市场预期反转。融资资金净买入提供直接支撑，推动股价逆势上涨。</p>
|
||
</div>
|
||
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
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|
||
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|
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<p>报告生成于: <span id="generation-date"></span></p>
|
||
<p>由 北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
|
||
<p>本报告基于公开数据AI合成，不构成任何投资建议，投资有风险，入市需谨慎。</p>
|
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