512 lines
37 KiB
HTML
512 lines
37 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游戏 - 深度行研报告</title>
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<!-- Tailwind CSS & DaisyUI -->
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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 src="https://cdn.tailwindcss.com"></script>
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<!-- Alpine.js -->
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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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<link rel="preconnect" href="https://fonts.googleapis.com">
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<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
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<link href="https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&family=Orbitron:wght@400;700&display=swap" rel="stylesheet">
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<style>
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:root {
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--glow-color-1: #00aaff;
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--glow-color-2: #ff00ff;
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--glow-color-3: #00ffaa;
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}
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body {
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #02040a;
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color: #e6f1ff;
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background-image:
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radial-gradient(at 27% 37%, hsla(215, 98%, 61%, 0.1) 0px, transparent 50%),
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background-attachment: fixed;
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background: rgba(16, 18, 27, 0.5);
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backdrop-filter: blur(16px) saturate(180%);
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-webkit-backdrop-filter: blur(16px) saturate(180%);
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border: 1px solid rgba(255, 255, 255, 0.1);
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transition: all 0.3s ease;
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.glass-card:hover {
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transform: translateY(-5px);
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box-shadow: 0 0 20px rgba(0, 170, 255, 0.2), 0 0 30px rgba(255, 0, 255, 0.1);
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}
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.concept-title {
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font-family: 'Orbitron', sans-serif;
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text-shadow: 0 0 8px var(--glow-color-1), 0 0 16px var(--glow-color-1);
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}
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font-family: 'Orbitron', sans-serif;
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background-clip: text;
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text-fill-color: transparent;
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padding-bottom: 8px;
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border-bottom: 1px solid rgba(255, 255, 255, 0.2);
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animation: gradient-flow 5s ease infinite;
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background-size: 200% 200%;
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}
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@keyframes gradient-flow {
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0% { background-position: 0% 50%; }
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50% { background-position: 100% 50%; }
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100% { background-position: 0% 50%; }
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}
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display: grid;
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gap: 1rem;
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grid-template-columns: repeat(12, 1fr);
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grid-auto-rows: minmax(100px, auto);
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border-radius: 1.5rem; /* rounded-3xl */
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padding: 1.5rem; /* p-6 */
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/* Bento grid layout for desktop */
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@media (min-width: 1024px) {
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.item-6 { grid-column: span 5; }
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.item-7 { grid-column: span 12; }
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}
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/* Responsive layout for tablets and smaller */
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@media (max-width: 1023px) {
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.grid-item { grid-column: span 12 !important; grid-row: auto !important; }
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}
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/* Custom scrollbar */
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::-webkit-scrollbar { width: 8px; }
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::-webkit-scrollbar-track { background: #02040a; }
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::-webkit-scrollbar-thumb { background: rgba(0, 170, 255, 0.5); border-radius: 4px; }
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::-webkit-scrollbar-thumb:hover { background: var(--glow-color-1); }
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</style>
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</head>
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<body class="min-h-screen p-4 sm:p-6 lg:p-8">
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<div class="max-w-7xl mx-auto space-y-8">
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<!-- Header -->
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<header class="text-center space-y-4">
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<p class="text-sm text-info">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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<h1 class="text-5xl md:text-7xl font-bold concept-title">AI 游戏</h1>
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<p class="text-xl md:text-2xl text-base-content/70 max-w-3xl mx-auto">从'工具赋能'到'内容革命'的范式转移：技术跃迁与成本拐点共振，开启游戏产业新纪元</p>
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</header>
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<!-- Main Content: Bento Grid -->
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<main class="bento-grid">
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<!-- Core Insights Summary -->
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<section class="glass-card grid-item item-1">
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<h2 class="text-2xl font-bold mb-4 section-title">核心观点摘要</h2>
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<p class="text-base-content/80">
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AI游戏正经历从“工具赋能”到“内容革命”的范式转移，其核心驱动力源于 <strong class="text-cyan-400">AI模型能力的跃迁</strong> 与 <strong class="text-cyan-400">推理成本的指数级下降</strong>。当前，概念正从“降本增效”的1.0阶段迈向“玩法创新”的2.0阶段，市场已出现AI原生玩法的雏形产品。预计 <strong class="text-fuchsia-400">2025年</strong> 将成为商业化落地的关键拐点，有望诞生首个爆款应用，从而重塑游戏行业的生产关系、商业模式与估值体系。
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</p>
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</section>
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<!-- Timeline -->
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<section class="glass-card grid-item item-2">
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<h2 class="text-2xl font-bold mb-4 section-title">概念事件与发展脉络</h2>
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<div id="timeline-chart" class="w-full h-96"></div>
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</section>
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<!-- Core Logic -->
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<section class="glass-card grid-item item-3" x-data="{ tab: 'drivers' }">
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<h2 class="text-2xl font-bold mb-4 section-title">核心逻辑与市场认知</h2>
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<div class="tabs tabs-boxed bg-black/20 mb-4">
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<a class="tab" :class="{'tab-active': tab === 'drivers'}" @click="tab = 'drivers'">核心驱动力</a>
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<a class="tab" :class="{'tab-active': tab === 'sentiment'}" @click="tab = 'sentiment'">市场热度</a>
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<a class="tab" :class="{'tab-active': tab === 'gap'}" @click="tab = 'gap'">预期差分析</a>
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</div>
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<div class="text-base-content/80 space-y-3 leading-relaxed">
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<div x-show="tab === 'drivers'">
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<ul class="list-disc list-inside space-y-2">
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<li><strong>技术推动 (供给侧革命):</strong> 以谷歌Genie、DeepSeek为代表的大模型技术，实现了从辅助生成到核心生成的跨越，使得“千人千面”动态游戏世界成为可能。</li>
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<li><strong>成本下降 (商业化前提):</strong> <strong class="text-fuchsia-400">最关键的引爆点</strong>。DeepSeek等模型将API调用成本降至此前的1/20，百万DAU游戏月成本从曾高达 <strong class="text-red-400">8000万元</strong> 降至 <strong class="text-green-400">50-60万元</strong>，扫清了商业化最大障碍。</li>
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<li><strong>政策扶持 (环境催化):</strong> 地方政府明确支持游戏大模型训练、算力提升，从“审批松绑”转向“产业扶持”，提供有利政策环境。</li>
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</ul>
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</div>
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<div x-show="tab === 'sentiment'">
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<p>当前市场对AI游戏概念抱有极高的关注度和普遍的乐观情绪，体现为：</p>
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<ul class="list-disc list-inside space-y-2 mt-2">
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<li><strong class="text-info">信息密集:</strong> 新闻、路演、研报三大信息源高频次、多角度覆盖。</li>
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<li><strong class="text-info">券商力推:</strong> 多家券商持续重点推荐，视为提升行业整体估值的核心动力。</li>
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<li><strong class="text-info">情绪乐观:</strong> 市场普遍预期2025年为“爆款”之年，GDC/GTC等会议被视为重要行情催化剂。</li>
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</ul>
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</div>
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<div x-show="tab === 'gap'">
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<ul class="list-disc list-inside space-y-2">
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<li><strong>“AI游戏” vs “游戏+AI”混淆:</strong> 市场可能用颠覆性估值逻辑去定价仍处“游戏+AI”阶段的公司，存在预期超前风险。</li>
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<li><strong>对“小厂创新”的忽视:</strong> 爆款可能诞生于敏捷的小团队，而市场目光多聚焦于大厂，可能忽略由小团队引爆市场的可能性。</li>
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<li><strong>技术落地复杂性被低估:</strong> 市场对AI无缝融入复杂游戏工业管线的难度可能存在低估，如AI推理延迟、内容可控性等仍是巨大挑战。</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- Catalysts & Path -->
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<section class="glass-card grid-item item-4" x-data="{ tab: 'catalysts' }">
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<h2 class="text-2xl font-bold mb-4 section-title">关键催化剂与未来发展路径</h2>
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<div class="tabs tabs-boxed bg-black/20 mb-4">
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<a class="tab" :class="{'tab-active': tab === 'catalysts'}" @click="tab = 'catalysts'">近期催化剂 (3-6个月)</a>
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<a class="tab" :class="{'tab-active': tab === 'path'}" @click="tab = 'path'">长期发展路径</a>
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</div>
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<div class="text-base-content/80 space-y-3 leading-relaxed">
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<div x-show="tab === 'catalysts'">
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<ul class="space-y-2">
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<li><strong>1. GDC与GTC大会 (2025年3月):</strong> 市场共识度最高的催化剂，预期发布最新AI游戏技术、工具及产品进展。</li>
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<li><strong>2. 标杆产品进展:</strong> 米哈游创始人蔡浩宇《Whispers From The Star》的封测反馈、恺英网络投资的AI陪伴应用“EVE”上线，将是验证商业模式的关键。</li>
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<li><strong>3. 大模型迭代:</strong> xAI的Grok 3/Jack 3模型发布，DeepSeek多模态模型推出，将直接影响AI游戏的能力上限和开发成本。</li>
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</ul>
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</div>
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<div x-show="tab === 'path'">
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<ul class="timeline timeline-compact timeline-vertical">
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<li>
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<div class="timeline-start timeline-box bg-primary/20"><strong>第一阶段 (进行中):</strong> 生产工具化 (降本增效)，全面渗透游戏开发的美术、代码、测试等环节。</div>
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<hr class="bg-primary"/>
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</li>
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<li>
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<hr class="bg-secondary"/>
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<div class="timeline-end timeline-box bg-secondary/20"><strong>第二阶段 (正在突破):</strong> 核心玩法增强，如动态智能NPC、AI驱动关卡/剧情生成、AI队友等。</div>
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<hr class="bg-secondary"/>
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</li>
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<li>
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<hr class="bg-accent"/>
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<div class="timeline-start timeline-box bg-accent/20"><strong>第三阶段 (未来1-3年):</strong> AI原生游戏诞生，出现全新游戏品类，商业模式可能向“Play to ARM”演进。</div>
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<hr class="bg-accent"/>
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</li>
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<li>
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<hr class="bg-info"/>
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<div class="timeline-end timeline-box bg-info/20"><strong>第四阶段 (远景):</strong> 开发平台化与UGC革命，AI全流程开发平台消除门槛，引爆UGC内容生态。</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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</section>
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<!-- Industry Chain -->
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<section class="glass-card grid-item item-5">
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<h2 class="text-2xl font-bold mb-4 section-title">产业链图谱</h2>
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<div class="space-y-4">
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<div>
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<h3 class="font-semibold text-lg text-info">上游：技术与算力层</h3>
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<p class="text-sm text-base-content/70">底层模型 (谷歌, 字节), 算力支持 (英伟达, 阿里云), 开发引擎 (腾讯 VISVISE)</p>
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</div>
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<div class="text-center text-2xl">↓</div>
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<div>
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<h3 class="font-semibold text-lg text-secondary">中游：内容开发与运营层</h3>
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<p class="text-sm text-base-content/70">平台巨头 (腾讯, 网易), AI转型先锋 (巨人网络, 恺英网络), AI原生初创 (Anuttacon)</p>
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</div>
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<div class="text-center text-2xl">↓</div>
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<div>
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<h3 class="font-semibold text-lg text-accent">下游：分发与应用场景层</h3>
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<p class="text-sm text-base-content/70">分发平台 (心动公司TapTap), 新兴终端 (云游戏, 智能汽车, AI眼镜)</p>
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</div>
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</div>
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</section>
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<!-- Risks -->
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<section class="glass-card grid-item item-6">
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<h2 class="text-2xl font-bold mb-4 section-title">潜在风险与挑战</h2>
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<ul class="list-disc list-inside space-y-2 text-base-content/80">
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<li><strong class="text-warning">技术风险:</strong> 推理延迟、3D内容生成质量与可控性、AI“创造性”与游戏世界观的平衡。</li>
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<li><strong class="text-warning">商业化风险:</strong> 早期算力成本、用户付费意愿不明确、AI工具可能导致内容同质化。</li>
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<li><strong class="text-warning">政策与竞争风险:</strong> AIGC内容监管、版权归属与伦理问题、小厂创新颠覆大厂。</li>
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</ul>
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</section>
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<!-- Key Players Deep Dive -->
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<section class="glass-card grid-item item-7" x-data="{ open: 'giant' }">
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<h2 class="text-2xl font-bold mb-4 section-title">核心玩家深度剖析</h2>
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<div role="tablist" class="tabs tabs-lifted">
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<a role="tab" class="tab [--tab-bg:theme(colors.blue.900)]" :class="{'tab-active': open === 'giant'}" @click.prevent="open = 'giant'">巨人网络 - 领导者</a>
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<a role="tab" class="tab [--tab-bg:theme(colors.purple.900)]" :class="{'tab-active': open === 'kaiying'}" @click.prevent="open = 'kaiying'">恺英网络 - 战略布局者</a>
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<a role="tab" class="tab [--tab-bg:theme(colors.green.900)]" :class="{'tab-active': open === 'tencent'}" @click.prevent="open = 'tencent'">腾讯控股 - 平台生态构建者</a>
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</div>
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<div class="p-4 bg-base-100/30 rounded-b-box space-y-3">
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<div x-show="open === 'giant'">
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<h3 class="text-xl font-bold text-blue-400">巨人网络 (002558) - 逻辑最纯粹</h3>
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<p><strong>竞争优势:</strong> 布局完整闭环，拥有国内首家完成备案的游戏垂类大模型GiantGPT，技术自主性强；产品落地坚决，已在《太空杀》中上线行业首个基于多智能体大模型的原生玩法。</p>
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<p><strong>业务进展:</strong> “AI残局挑战”已开启灰度测试，用户反馈积极，证明玩法可行性。与阿里云深度合作保障算力。</p>
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<p><strong>潜在风险:</strong> 单一产品依赖度相对较高，AI玩法的商业化变现能力尚待大规模验证。</p>
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</div>
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<div x-show="open === 'kaiying'">
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<h3 class="text-xl font-bold text-purple-400">恺英网络 (002517) - 弹性最高</h3>
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<p><strong>竞争优势:</strong> “自研+投资”双轮驱动。自研“形意AI模型”赋能内部研发；前瞻性战略投资国内首款重度AI陪伴游戏“EVE”开发商，卡位AI原生游戏核心赛道。</p>
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<p><strong>业务进展:</strong> “形意”模型已在动画和场景制作取得突破；投资的AI陪伴产品有望成为爆款。大模型业务分拆运营有望加速商业化。</p>
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<p><strong>潜在风险:</strong> 投资项目成功与否存在不确定性，对外部团队依赖度较高。</p>
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</div>
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<div x-show="open === 'tencent'">
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<h3 class="text-xl font-bold text-green-400">腾讯控股 - 生态最完善</h3>
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<p><strong>竞争优势:</strong> 综合实力最强。具备全链路AI解决方案(VISVISE)，强大的自研能力(g-NEX)，以及最丰富的应用场景（微信接入DeepSeek，游戏作为主业改造空间巨大）。</p>
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<p><strong>业务进展:</strong> 在《暗区突围》、《王者荣耀世界》等游戏中应用AI技术，技术储备深厚。</p>
|
||
<p><strong>潜在风险:</strong> 公司体量巨大，“船大难掉头”，推出颠覆性AI原生产品的速度可能不及更专注的竞争对手。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
|
||
<!-- Detailed Data Sections -->
|
||
<section class="space-y-4" x-data="{ expanded: '' }">
|
||
<h2 class="text-3xl font-bold text-center section-title">原始数据情报库</h2>
|
||
|
||
<!-- News Data -->
|
||
<div class="glass-card rounded-2xl">
|
||
<div class="flex justify-between items-center p-4 cursor-pointer" @click="expanded = (expanded === 'news' ? '' : 'news')">
|
||
<h3 class="text-xl font-bold">新闻数据摘要</h3>
|
||
<div class="transform transition-transform duration-300" :class="{'rotate-180': expanded === 'news'}">▼</div>
|
||
</div>
|
||
<div x-show="expanded === 'news'" x-collapse class="px-4 pb-4 text-base-content/80 space-y-2">
|
||
<p><strong>行业趋势:</strong> 游戏AI应用正由“降本增效”迈向“玩法创新”，被视为行业最核心趋势之一。AI被认为是打破“成本、质量、效率”不可能三角的关键，爆款临近，2025年有望成为推理成本拐点。</p>
|
||
<p><strong>巨头入局:</strong> 马斯克确认xAI将成立AI游戏工作室；米哈游创始人蔡浩宇创立Anuttacon，首款AI叙事游戏《Whispers From The Star》开启封测。</p>
|
||
<p><strong>公司动态:</strong> 巨人网络发布GiantGPT等多个自研大模型并落地《太空杀》；腾讯推出VISVISE全链路AI方案；恺英网络发布“形意AI模型”并投资AI陪伴游戏“EVE”；网易《逆水寒》接入Deepseek。</p>
|
||
<p><strong>技术进展:</strong> 谷歌推出可交互3D环境生成模型Genie 3和AI游戏引擎GameNGen；DeepSeek模型被多家游戏公司接入应用。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Roadshow Data -->
|
||
<div class="glass-card rounded-2xl">
|
||
<div class="flex justify-between items-center p-4 cursor-pointer" @click="expanded = (expanded === 'roadshow' ? '' : 'roadshow')">
|
||
<h3 class="text-xl font-bold">路演纪要精华</h3>
|
||
<div class="transform transition-transform duration-300" :class="{'rotate-180': expanded === 'roadshow'}">▼</div>
|
||
</div>
|
||
<div x-show="expanded === 'roadshow'" x-collapse class="px-4 pb-4 text-base-content/80 space-y-2">
|
||
<p><strong>成本拐点 (2025):</strong> 多次路演强调，2025年将是AI游戏商业化元年，核心在于Token推理成本大幅下降，为AI原生游戏商业化扫清障碍。</p>
|
||
<p><strong>蔡浩宇项目分析:</strong> 其AI新游核心亮点为“AI叙事”与“虚拟现实时间同步”，巧妙利用通信延迟设定化解AI推理延迟的技术瓶颈。</p>
|
||
<p><strong>AI应用四场景:</strong> 专家解读AI在游戏领域的四大应用为：AI辅助设计、AI生成游戏资产、AI生成代码、AI驱动智能NPC。</p>
|
||
<p><strong>玩法创新实例:</strong> 巨人网络《太空杀》的“内鬼挑战”模式被作为AI原生玩法案例反复提及，基于DeepSeek模型实现。</p>
|
||
<p><strong>GDC大会预期:</strong> 市场普遍预期2025年GDC大会将展示更多AI原生游戏技术，可能复制2023年的催化效应，成为重要行情节点。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Research Report Data -->
|
||
<div class="glass-card rounded-2xl">
|
||
<div class="flex justify-between items-center p-4 cursor-pointer" @click="expanded = (expanded === 'research' ? '' : 'research')">
|
||
<h3 class="text-xl font-bold">研报核心观点</h3>
|
||
<div class="transform transition-transform duration-300" :class="{'rotate-180': expanded === 'research'}">▼</div>
|
||
</div>
|
||
<div x-show="expanded === 'research'" x-collapse class="px-4 pb-4 text-base-content/80 space-y-2">
|
||
<p><strong>核心价值:</strong> 生成式AI将为游戏提供动态、自然、个性化的内容，推动游戏从脚本式互动转变为玩家驱动的动态体验，提升参与度和留存率。</p>
|
||
<p><strong>三大赋能方向:</strong> 降低制造成本（场景/动作/剧情）、优化用户体验（智能NPC/陪伴）、赋能游戏经济（锦集生成/AI训练）。</p>
|
||
<p><strong>政策支持:</strong> 地方政府（如广州）积极拥抱AI，重点支持虚拟引擎研发、游戏大模型训练、算力提升等领域。</p>
|
||
<p><strong>巨人网络案例:</strong> 研报详细分析其“基础设施+产品应用+降本增效”闭环，自研垂类大模型GiantGPT已完成备案，在自有场景表现优于通用大模型，并在《太空杀》落地行业首个基于多智能体大模型的AI原生玩法。</p>
|
||
<p><strong>恺英网络案例:</strong> 自研“形意”大模型赋能开发全链条，已在动画和场景制作上取得较大突破，提升开发效率。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Rise Analysis -->
|
||
<section class="space-y-4">
|
||
<h2 class="text-3xl font-bold text-center section-title">相关个股涨幅异动分析</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<!-- 三七互娱 -->
|
||
<div class="glass-card rounded-2xl p-6">
|
||
<h3 class="font-bold text-xl mb-2">三七互娱 (002555) <span class="badge badge-accent">+6.02%</span></h3>
|
||
<p class="text-sm text-base-content/70 mb-4">2025-06-19</p>
|
||
<ul class="list-disc list-inside space-y-1 text-sm">
|
||
<li><strong>催化剂:</strong> AI应用与游戏板块集体反弹，形成板块联动效应。</li>
|
||
<li><strong>基本面:</strong> 新游《斗罗大陆：猎魂世界》上线预期强烈；AI技术深度赋能，美术资产AI生成超80%，显著降本增效；海外市场持续突破。</li>
|
||
<li><strong>市场预期:</strong> 机构认为其估值修复空间显著。</li>
|
||
</ul>
|
||
</div>
|
||
<!-- 川网传媒 -->
|
||
<div class="glass-card rounded-2xl p-6">
|
||
<h3 class="font-bold text-xl mb-2">川网传媒 (300987) <span class="badge badge-accent">+5.55%</span></h3>
|
||
<p class="text-sm text-base-content/70 mb-4">2025-07-09</p>
|
||
<ul class="list-disc list-inside space-y-1 text-sm">
|
||
<li><strong>行业利好:</strong> 传媒互联网行业获机构看好，AI应用落地加速。</li>
|
||
<li><strong>资金面:</strong> 存在游资推动迹象，市场情绪转暖。</li>
|
||
<li><strong>潜在因素:</strong> 可能受益于世运会相关业务。</li>
|
||
</ul>
|
||
</div>
|
||
<!-- 掌阅科技 -->
|
||
<div class="glass-card rounded-2xl p-6">
|
||
<h3 class="font-bold text-xl mb-2">掌阅科技 (603533) <span class="badge badge-success">+9.99%</span></h3>
|
||
<p class="text-sm text-base-content/70 mb-4">2025-11-10</p>
|
||
<ul class="list-disc list-inside space-y-1 text-sm">
|
||
<li><strong>双重概念:</strong> 短剧互动游戏GMV数据爆发 + 接入Kimi大模型带来的“AI降本”想象。</li>
|
||
<li><strong>业务进展:</strong> 已设立短剧子公司并上线付费短剧；接入Kimi用于AI辅助写作和互动漫生成，制作周期从8周缩至2周。</li>
|
||
</ul>
|
||
</div>
|
||
<!-- 吉比特 -->
|
||
<div class="glass-card rounded-2xl p-6">
|
||
<h3 class="font-bold text-xl mb-2">吉比特 (603444) <span class="badge badge-accent">+6.44%</span></h3>
|
||
<p class="text-sm text-base-content/70 mb-4">2025-07-21</p>
|
||
<ul class="list-disc list-inside space-y-1 text-sm">
|
||
<li><strong>核心驱动:</strong> 游戏行业景气度提升，公司产品《杖剑》在海外市场表现优异，超出预期。</li>
|
||
<li><strong>机构推荐:</strong> 券商强烈推荐，认为其估值优势明显，有较大提升空间。</li>
|
||
<li><strong>AI预期:</strong> 受益于AI带来的降本增效和创新玩法预期。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Table -->
|
||
<section class="glass-card rounded-2xl p-6">
|
||
<h2 class="text-3xl font-bold text-center mb-6 section-title">AI游戏核心标的列表</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr class="text-base text-info">
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑 / 原因</th>
|
||
<th>标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- 游戏产品 -->
|
||
<tr class="hover"><td>盛天网络</td><td><a href="https://valuefrontier.cn/company?scode=300494" target="_blank" class="link link-hover">300494</a></td><td>一款底层对接deepseek的社交小游戏已完成了一轮内部测试</td><td><div class="badge badge-primary">游戏产品</div></td></tr>
|
||
<tr class="hover"><td>紫天科技</td><td>-</td><td>全AI交互类侦探游戏《大侦探智斗小AI》</td><td><div class="badge badge-primary">游戏产品</div></td></tr>
|
||
<tr class="hover"><td>名臣健康</td><td><a href="https://valuefrontier.cn/company?scode=002919" target="_blank" class="link link-hover">002919</a></td><td>AI游戏《境·界刀鸣》</td><td><div class="badge badge-primary">游戏产品</div></td></tr>
|
||
<tr class="hover"><td>恒信东方</td><td><a href="https://valuefrontier.cn/company?scode=300081" target="_blank" class="link link-hover">300081</a></td><td>AI互动剧情游戏《山海之道》</td><td><div class="badge badge-primary">游戏产品</div></td></tr>
|
||
<tr class="hover"><td>游族网络</td><td><a href="https://valuefrontier.cn/company?scode=002174" target="_blank" class="link link-hover">002174</a></td><td>推出AI玩伴类产品”代号小游酱“以提升玩家游戏体验</td><td><div class="badge badge-primary">游戏产品</div></td></tr>
|
||
<tr class="hover"><td>电魂网络</td><td><a href="https://valuefrontier.cn/company?scode=603258" target="_blank" class="link link-hover">603258</a></td><td>与网易成立“游戏人工智能联合实验室”，探索AI经济机器人、智能NPC等</td><td><div class="badge badge-primary">游戏产品</div></td></tr>
|
||
<tr class="hover"><td>掌趣科技</td><td><a href="https://valuefrontier.cn/company?scode=300315" target="_blank" class="link link-hover">300315</a></td><td>腾讯系AI游戏核心标的，合作开发“AI游戏创作平台”</td><td><div class="badge badge-primary">游戏产品</div></td></tr>
|
||
<!-- 开发平台 -->
|
||
<tr class="hover"><td>神州泰岳</td><td><a href="https://valuefrontier.cn/company?scode=300002" target="_blank" class="link link-hover">300002</a></td><td>拥有自主研发的NLP开发平台</td><td><div class="badge badge-secondary">开发平台</div></td></tr>
|
||
<tr class="hover"><td>恺英网络</td><td><a href="https://valuefrontier.cn/company?scode=002517" target="_blank" class="link link-hover">002517</a></td><td>子公司智能NPC算法获批备案</td><td><div class="badge badge-secondary">开发平台</div></td></tr>
|
||
<tr class="hover"><td>完美世界</td><td><a href="https://valuefrontier.cn/company?scode=002624" target="_blank" class="link link-hover">002624</a></td><td>将AI相关技术应用于游戏中的智能NPC、动态剧情生成等</td><td><div class="badge badge-secondary">开发平台</div></td></tr>
|
||
<tr class="hover"><td>巨人网络</td><td><a href="https://valuefrontier.cn/company?scode=002558" target="_blank" class="link link-hover">002558</a></td><td>利用自研GiantGPT打造陪伴型智能NPC及AI原生玩法</td><td><div class="badge badge-secondary">开发平台</div></td></tr>
|
||
<tr class="hover"><td>冰川网络</td><td><a href="https://valuefrontier.cn/company?scode=300533" target="_blank" class="link link-hover">300533</a></td><td>已开展AI角色生成和NPC智能化训练等研究</td><td><div class="badge badge-secondary">开发平台</div></td></tr>
|
||
<tr class="hover"><td>ST华通</td><td>-</td><td>旗下盛趣游戏在智能客服系统、智能NPC等领域进行探索</td><td><div class="badge badge-secondary">开发平台</div></td></tr>
|
||
<tr class="hover"><td>星辉娱乐</td><td><a href="https://valuefrontier.cn/company?scode=300043" target="_blank" class="link link-hover">300043</a></td><td>将AI技术应用于AI绘图、场景建模、智能NPC等</td><td><div class="badge badge-secondary">开发平台</div></td></tr>
|
||
<tr class="hover"><td>宝通科技</td><td><a href="https://valuefrontier.cn/company?scode=300031" target="_blank" class="link link-hover">300031</a></td><td>打造广告AI投放平台以及AIGC绘画系统</td><td><div class="badge badge-secondary">开发平台</div></td></tr>
|
||
<!-- 工具/模型 -->
|
||
<tr class="hover"><td>汤姆猫</td><td><a href="https://valuefrontier.cn/company?scode=300459" target="_blank" class="link link-hover">300459</a></td><td>VertexAI平台接入Google大模型</td><td><div class="badge badge-accent">工具/模型</div></td></tr>
|
||
<tr class="hover"><td>昆仑万维</td><td><a href="https://valuefrontier.cn/company?scode=300418" target="_blank" class="link link-hover">300418</a></td><td>自研AI大模型+AI游戏《ClubKoala》</td><td><div class="badge badge-accent">工具/模型</div></td></tr>
|
||
<tr class="hover"><td>盛天网络</td><td><a href="https://valuefrontier.cn/company?scode=300494" target="_blank" class="link link-hover">300494</a></td><td>游戏等业务已经接入了字节跳动旗下的豆包AI工具</td><td><div class="badge badge-accent">工具/模型</div></td></tr>
|
||
</tbody>
|
||
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|
||
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|
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</section>
|
||
|
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<!-- Footer -->
|
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<footer class="text-center text-sm text-base-content/50 py-4">
|
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<p>本报告为AI合成数据，投资需谨慎。</p>
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|
||
return params.data.itemStyle;
|
||
}
|
||
}]
|
||
};
|
||
|
||
option && myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |