458 lines
35 KiB
HTML
458 lines
35 KiB
HTML
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<title>DeepSeek 概念深度投研报告</title>
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<body class="p-4 sm:p-6 lg:p-8">
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<!-- Header -->
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<header class="text-center mb-12">
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<h1 class="text-4xl md:text-6xl font-bold text-transparent bg-clip-text bg-gradient-to-r from-cyan-300 to-indigo-400 text-glow">
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DeepSeek 概念深度投研报告
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</h1>
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<p class="mt-4 text-sm text-gray-400 tracking-wider">
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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
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<br>
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<span class="opacity-70">本报告为AI合成数据，投资需谨慎。报告生成日期: <span x-data x-text="new Date().toLocaleDateString()"></span></span>
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</p>
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</header>
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<!-- Main Content - Bento Grid -->
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<main class="grid grid-cols-1 lg:grid-cols-3 gap-6">
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<!-- Core Viewpoint & Timeline -->
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<div class="glass-card p-6 lg:col-span-3">
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<h2 class="text-2xl font-bold mb-4 text-cyan-300 text-glow">核心观点与概念演进</h2>
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<div class="grid grid-cols-1 md:grid-cols-5 gap-6">
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<div class="md:col-span-2">
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<h3 class="text-xl font-semibold mb-3 text-white">核心观点摘要</h3>
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<p class="text-gray-300">
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DeepSeek概念的核心是<strong class="text-cyan-400">由技术突破驱动的“成本创新”</strong>，它正将AI行业从“算力为王”的资本竞赛阶段，推向<strong class="text-cyan-400">“效率优先”的应用普及阶段</strong>。当前，该概念处于从主题炒作向基本面验证的过渡期，其颠覆性的低成本和开源策略正在重塑整个AI产业链的价值分配，未来潜力在于能否成功构建一个围绕其模型的、软硬件一体化的繁荣生态。
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</p>
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</div>
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<div class="md:col-span-3">
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<h3 class="text-xl font-semibold mb-3 text-white">概念演进时间轴</h3>
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<div class="space-y-6 timeline">
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<div class="timeline-item relative">
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<p class="font-semibold text-cyan-400">2024.12.26</p>
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<p class="text-sm text-gray-300">发布里程碑式的V3版本，采用6710亿参数MoE架构。</p>
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</div>
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<div class="timeline-item relative">
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<p class="font-semibold text-cyan-400">2025.01.20</p>
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<p class="text-sm text-gray-300">发布R1模型，以卓越推理能力和纯强化学习路径引发行业震动。</p>
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</div>
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<div class="timeline-item relative">
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<p class="font-semibold text-cyan-400">2025.01-02</p>
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<p class="text-sm text-gray-300">市场冲击与生态构建：7天增长1亿用户，引发美股震荡；与三大运营商全面合作，概念板块形成。</p>
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</div>
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<div class="timeline-item relative">
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<p class="font-semibold text-cyan-400">2025.12.02</p>
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<p class="text-sm text-gray-300">发布V3.2正式版，区分日常使用与智能体专用模型，商业化路径清晰化。</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Core Logic & Market Analysis -->
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<div class="glass-card p-6 lg:col-span-2">
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<h2 class="text-2xl font-bold mb-4 text-cyan-300 text-glow">核心逻辑与市场认知</h2>
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<div class="space-y-6 text-gray-300">
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<div>
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<h3 class="text-lg font-semibold text-white mb-2">核心驱动力：技术突破、开源生态、成本引爆</h3>
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<ul class="list-disc list-inside space-y-2 text-sm">
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<li><strong class="text-cyan-400">技术架构突破:</strong> 核心在于<strong class="text-purple-300">稀疏激活MoE架构</strong>（计算需求降低90%），<strong class="text-purple-300">FP8混合精度训练</strong>（训练成本仅为GPT-4的约2%），以及<strong class="text-purple-300">纯强化学习(RL)路径</strong>，实现了颠覆性的效率提升。</li>
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<li><strong class="text-cyan-400">开源生态引爆:</strong> 遵循完全免费商用的<strong class="text-purple-300">MIT协议</strong>，扮演“技术平权”角色，极大降低下游应用开发门槛，引爆生态需求。</li>
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<li><strong class="text-cyan-400">商业化引爆:</strong> 推理成本仅为OpenAI的3-5%，API定价仅2-5%。数量级的成本下降使企业私有化部署（成本从千万级降至50-100万）和端侧AI应用成为可能。</li>
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</ul>
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</div>
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<div>
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<h3 class="text-lg font-semibold text-white mb-2">市场热度与情绪：主流乐观，夹杂审慎</h3>
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<p class="text-sm">市场热度极高（新闻数据：<strong class="text-yellow-300">7天1亿用户，20天日活破2000万</strong>），引发欧美科技股震荡。主流情绪乐观，视其为“中国算力模式胜出的加速器”。但亦有审慎声音，关注其服务宕机、文本创作能力弱（DCDZ分析：“口齿不清”），以及研报揭示的AI幻觉问题。</p>
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</div>
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<div>
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<h3 class="text-lg font-semibold text-white mb-2">预期差分析</h3>
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<ul class="list-disc list-inside space-y-2 text-sm">
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<li><strong class="text-cyan-400">开源的“假象”与国产化的“真相”:</strong> 部分核心技术（FP8底层改写）并未开源，但其成功验证<strong class="text-purple-300">2800张国产卡集群</strong>可行性，为国产芯片（昇腾、寒武纪）绕开CUDA生态提供了宝贵路径，市场可能低估其对国产算力生态的真实催化作用。</li>
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<li><strong class="text-cyan-400">C端增长与B端商业模式:</strong> 市场过度关注C端DAU，但其核心商业模式是<strong class="text-purple-300">C端引流，B端收费</strong>，尤其在利润丰厚的私有化部署和MaaS服务市场。</li>
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<li><strong class="text-cyan-400">算力需求的“Jevons悖论”:</strong> 技术省算力，但成本下降极大刺激了总需求（新闻数据：“腾讯云日tokens调用涨了3-4倍”）。长期来看，DeepSeek是算力需求（尤其是推理算力）的<strong class="text-purple-300">“放大器”</strong>而非“抑制器”。</li>
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</ul>
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</div>
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</div>
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</div>
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<!-- Chart -->
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<div class="glass-card p-6 flex flex-col">
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<h2 class="text-2xl font-bold mb-4 text-cyan-300 text-glow">AI幻觉率评测</h2>
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<div id="hallucination-chart" class="flex-grow w-full h-64 md:h-full"></div>
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</div>
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<!-- Catalysts & Future Path -->
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<div class="glass-card p-6 lg:col-span-3">
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<h2 class="text-2xl font-bold mb-4 text-cyan-300 text-glow">关键催化剂与未来路径</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 mb-3 text-white">近期催化剂 (3-6个月)</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<svg class="w-5 h-5 text-cyan-400 mr-2 mt-1 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z"></path></svg>
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<span><strong class="text-cyan-300">Agent智能体应用落地：</strong>V3.2已推出智能体专用版，标杆性Agent应用的发布将引爆新行情。</span>
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</li>
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<li class="flex items-start">
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<svg class="w-5 h-5 text-cyan-400 mr-2 mt-1 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 12h14M12 5l7 7-7 7"></path></svg>
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<span><strong class="text-cyan-300">“一体机”产品规模化出货：</strong>私有化部署战略的核心产品，若品高股份等厂商订单顺利交付，将验证其B端商业模式。</span>
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</li>
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<li class="flex items-start">
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<svg class="w-5 h-5 text-cyan-400 mr-2 mt-1 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 3v2m6-2v2M9 19v2m6-2v2M5 9H3m2 6H3m18-6h-2m2 6h-2M12 6V3m0 18v-3"></path></svg>
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<span><strong class="text-cyan-300">与国产AI芯片深度适配：</strong>若官方宣布与昇腾/海光DCU的性能优化版，将成为引爆“信创+AI”的强力催化剂。</span>
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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="text-xl font-semibold mb-3 text-white">长期发展路径</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<svg class="w-5 h-5 text-purple-300 mr-2 mt-1 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 11H5m14 0a2 2 0 012 2v6a2 2 0 01-2 2H5a2 2 0 01-2-2v-6a2 2 0 012-2m14 0V9a2 2 0 00-2-2M5 11V9a2 2 0 012-2m0 0V5a2 2 0 012-2h6a2 2 0 012 2v2M7 7h10"></path></svg>
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<span><strong class="text-purple-300">平台化与生态化：</strong>从模型提供方演变为AI开发平台，构建类似安卓/iOS的开发者生态。</span>
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</li>
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<li class="flex items-start">
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<svg class="w-5 h-5 text-purple-300 mr-2 mt-1 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 18h.01M8 21h8a2 2 0 002-2V5a2 2 0 00-2-2H8a2 2 0 00-2 2v14a2 2 0 002 2z"></path></svg>
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<span><strong class="text-purple-300">端侧智能的普及：</strong>轻量化模型将大规模部署到AI PC、智能汽车、AR眼镜等终端，开启万物智能时代。</span>
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</li>
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<li class="flex items-start">
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<svg class="w-5 h-5 text-purple-300 mr-2 mt-1 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M4 8V4m0 0h4M4 4l5 5m11-1V4m0 0h-4m4 0l-5 5M4 16v4m0 0h4m-4 0l5-5m11 5v4m0 0h-4m4 0l-5-5"></path></svg>
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<span><strong class="text-purple-300">多模态能力的融合：</strong>从文本/代码优势向视觉、语音拓展。DeepSeek-OCR的发布已预示“光学认知时代”的开启。</span>
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</li>
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</ul>
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</div>
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</div>
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</div>
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<!-- Risks & Challenges -->
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<div class="glass-card p-6 lg:col-span-3">
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<h2 class="text-2xl font-bold mb-4 text-amber-300 text-glow">潜在风险与挑战</h2>
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<div class="grid grid-cols-1 sm:grid-cols-2 md:grid-cols-4 gap-4 text-sm">
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<div class="border-l-4 border-amber-500 pl-4">
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<h4 class="font-bold text-white">技术风险</h4>
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<p class="text-gray-400">能力短板（文本创作、多模态）、AI幻觉率较高（R1事实性幻觉率达22.33%）、服务可靠性问题（多次宕机记录）。</p>
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</div>
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<div class="border-l-4 border-amber-500 pl-4">
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<h4 class="font-bold text-white">商业化风险</h4>
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<p class="text-gray-400">B端企业对数据安全的担忧阻碍渗透，竞争对手技术追赶窗口期有限（约3-6个月）。</p>
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</div>
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<div class="border-l-4 border-amber-500 pl-4">
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<h4 class="font-bold text-white">政策与竞争风险</h4>
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<p class="text-gray-400">可能面临美国更多技术遏制措施，以及全球运营中的数据安全与隐私法规挑战（如在意大利下架）。</p>
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</div>
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<div class="border-l-4 border-red-500 pl-4 bg-red-900/20 p-3 rounded-lg">
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<h4 class="font-bold text-red-300">信息交叉验证风险</h4>
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<p class="text-gray-300"><strong class="text-red-400">最显著矛盾：</strong>股权投资信息冲突。个股列表声称浙江东方、华金资本为投资方，而新闻数据则明确为<strong class="text-red-400">公司方辟谣</strong>。表明市场信息存在失真，投资者需对“影子股”概念独立核实。</p>
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</div>
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</div>
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</div>
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<!-- Conclusion -->
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<div class="glass-card p-6 lg:col-span-3">
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<h2 class="text-2xl font-bold mb-4 text-cyan-300 text-glow">综合结论与投资启示</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 mb-3 text-white">阶段判断与价值环节</h3>
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<p class="text-sm text-gray-300 mb-4">DeepSeek概念正处在<strong class="text-cyan-400">从“主题驱动”向“业绩驱动”过渡</strong>的关键阶段。前期的暴涨是对其颠覆性叙事的估值，而近期真实订单和收入驱动的迹象开始出现。</p>
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<p class="text-sm font-semibold text-white">最具投资价值的细分环节：</p>
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<ul class="list-decimal list-inside space-y-2 text-sm text-gray-300 mt-2">
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<li><strong class="text-purple-300">AI一体机/私有化部署解决方案：</strong>商业化最直接、最确定的方向，市场空间巨大。（核心标的：首都在线、品高股份）</li>
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<li><strong class="text-purple-300">国产AI芯片及服务器：</strong>DeepSeek为国产算力提供了“破圈”机会，具备长期价值。（核心标的：海光信息、浪潮信息）</li>
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</ul>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-3 text-white">需重点跟踪的关键指标</h3>
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<ul class="space-y-2 text-sm text-gray-300">
|
||
<li class="flex items-center"><span class="w-3 h-3 rounded-full bg-cyan-400 mr-3"></span>B端合同订单金额与增速</li>
|
||
<li class="flex items-center"><span class="w-3 h-3 rounded-full bg-cyan-400 mr-3"></span>API调用量与付费率</li>
|
||
<li class="flex items-center"><span class="w-3 h-3 rounded-full bg-cyan-400 mr-3"></span>国产芯片适配进展与性能评测</li>
|
||
<li class="flex items-center"><span class="w-3 h-3 rounded-full bg-cyan-400 mr-3"></span>C端应用DAU/MAU的留存率</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Stock Rise Analysis -->
|
||
<div class="glass-card p-6 lg:col-span-3">
|
||
<h2 class="text-2xl font-bold mb-4 text-cyan-300 text-glow">涨停分析（部分案例）</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-4">
|
||
<!-- Data will be populated by Alpine.js -->
|
||
<template x-for="item in riseData">
|
||
<div class="p-4 bg-gray-900/50 rounded-xl border border-gray-700 hover:border-cyan-400 transition-all duration-300">
|
||
<div class="flex justify-between items-center mb-2">
|
||
<h3 class="text-lg font-bold text-white" x-text="item.stock"></h3>
|
||
<span class="badge badge-lg" :class="item.rise_rate > 15 ? 'badge-error' : 'badge-success'" x-text="`+${item.rise_rate}%`"></span>
|
||
</div>
|
||
<p class="text-xs text-gray-400 mb-3" x-text="`(${item.stock_code}) - ${item.trade_date}`"></p>
|
||
<div class="text-xs text-gray-300 prose prose-sm prose-invert" x-html="item.reason"></div>
|
||
</div>
|
||
</template>
|
||
</div>
|
||
</div>
|
||
|
||
|
||
<!-- Stock Data Table -->
|
||
<div class="glass-card p-6 lg:col-span-3" x-data="stockData()">
|
||
<h2 class="text-2xl font-bold mb-4 text-cyan-300 text-glow">产业链核心公司深度剖析</h2>
|
||
|
||
<div role="tablist" class="tabs tabs-boxed bg-black/20 mb-6">
|
||
<template x-for="category in categories" :key="category">
|
||
<a role="tab" class="tab tab-sm sm:tab-md"
|
||
:class="{ 'tab-active': activeTab === category }"
|
||
@click="activeTab = category"
|
||
x-text="category"></a>
|
||
</template>
|
||
</div>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-sm md:table-md w-full">
|
||
<thead class="text-cyan-300">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th class="w-1/2">核心逻辑 / 关联原因</th>
|
||
<th>标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<template x-for="stock in filteredStocks" :key="stock.stock_code">
|
||
<tr class="hover:bg-cyan-900/30 transition-colors duration-300">
|
||
<td class="font-bold text-white" x-text="stock.stock"></td>
|
||
<td>
|
||
<a :href="`https://valuefrontier.cn/company?scode=${stock.stock_code}`" target="_blank" class="text-gray-400 hover:text-cyan-300 transition" x-text="stock.stock_code || 'N/A'"></a>
|
||
</td>
|
||
<td class="text-sm text-gray-300">
|
||
<span x-text="stock.reason"></span>
|
||
<span x-show="stock.is_disputed" class="text-red-400 text-xs font-semibold block mt-1">*注：根据新闻数据，该公司已辟谣投资关系，信息存在矛盾，请谨慎核实。</span>
|
||
</td>
|
||
<td><span class="badge badge-outline badge-primary" x-text="stock.tag"></span></td>
|
||
</tr>
|
||
</template>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
// ECharts Initialization
|
||
const chartDom = document.getElementById('hallucination-chart');
|
||
const myChart = echarts.init(chartDom);
|
||
const option = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: {
|
||
type: 'shadow'
|
||
},
|
||
backgroundColor: 'rgba(10, 10, 30, 0.8)',
|
||
borderColor: 'rgba(0, 191, 255, 0.5)',
|
||
textStyle: {
|
||
color: '#E0E0E0'
|
||
}
|
||
},
|
||
legend: {
|
||
data: ['通用性测试幻觉率', '事实性测试幻觉率'],
|
||
textStyle: {
|
||
color: '#ccc'
|
||
}
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: {
|
||
type: 'value',
|
||
boundaryGap: [0, 0.01],
|
||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.3)' } },
|
||
splitLine: { lineStyle: { color: 'rgba(255,255,255,0.1)' } },
|
||
axisLabel: {
|
||
formatter: '{value} %'
|
||
}
|
||
},
|
||
yAxis: {
|
||
type: 'category',
|
||
data: ['DeepSeek V3', 'DeepSeek R1'],
|
||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.3)' } }
|
||
},
|
||
series: [
|
||
{
|
||
name: '通用性测试幻觉率',
|
||
type: 'bar',
|
||
data: [2, 3],
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 1, 0, [
|
||
{ offset: 0, color: '#24C6DC' },
|
||
{ offset: 1, color: '#514A9D' }
|
||
])
|
||
},
|
||
label: {
|
||
show: true,
|
||
position: 'right',
|
||
formatter: '{c}%',
|
||
color: '#fff'
|
||
}
|
||
},
|
||
{
|
||
name: '事实性测试幻觉率',
|
||
type: 'bar',
|
||
data: [29.67, 22.33],
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 1, 0, [
|
||
{ offset: 0, color: '#FF4E50' },
|
||
{ offset: 1, color: '#F9D423' }
|
||
])
|
||
},
|
||
label: {
|
||
show: true,
|
||
position: 'right',
|
||
formatter: '{c}%',
|
||
color: '#fff'
|
||
}
|
||
}
|
||
]
|
||
};
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', () => { myChart.resize(); });
|
||
|
||
// Alpine.js Data for Stocks
|
||
function stockData() {
|
||
return {
|
||
activeTab: '技术合作',
|
||
stocks: [
|
||
{"stock": "浙江东方", "reason": "通过旗下杭州东方嘉富基金参与DeepSeek天使轮投资，持股路径为浙江东方→东方嘉富(持股40%)→DeepSeek（经工商查询股东列表无相关公司）", "tag": "股权相关", "stock_code": "600120", "is_disputed": true},
|
||
{"stock": "华金资本", "reason": "通过华金领越基金参与DeepSeek Pre-A轮融资（经工商查询股东列表无相关公司）", "tag": "股权相关", "stock_code": "000532", "is_disputed": true},
|
||
{"stock": "昆仑万维", "reason": "携手新加坡南洋理工大学成功开发Q*算法，在MATH数据集上，Q*帮助DeepSeek-Math-7b提升至55.4%的准确率。", "tag": "技术合作", "stock_code": "300418"},
|
||
{"stock": "航锦科技", "reason": "旗下超擎数智为DeepSeek提供光模块和交换机", "tag": "技术合作", "stock_code": "000818"},
|
||
{"stock": "美格智能", "reason": "正加速开发DeepSeek-V1模型在端侧落地应用及端云结合整体方案，助力国产优质模型渗透千行百业", "tag": "技术合作", "stock_code": "002881"},
|
||
{"stock": "超讯通信", "reason": "联手合作伙伴完成Deepseek-V1 70B部署并支持1.5B，7B，14B，32B蒸馏模型的部署，兼容openai api格式输出。", "tag": "技术合作", "stock_code": "603322"},
|
||
{"stock": "杭钢股份", "reason": "全资子公司数据公司完成DeepSeek-V1全国产化适配部署。", "tag": "技术合作", "stock_code": "600126"},
|
||
{"stock": "每日互动", "reason": "幻方核心高管曾为公司联合创始人。公司智能营销SaaS产品“数盘”，有望结合Agent开发出垂直场景类大模型应用。", "tag": "技术合作", "stock_code": "300766"},
|
||
{"stock": "金山办公", "reason": "WPS智能写作功能集成DeepSeek-Writer API。", "tag": "技术合作", "stock_code": "688111"},
|
||
{"stock": "科大讯飞", "reason": "教育场景接入DeepSeek-Math模型。", "tag": "垂直领域合作", "stock_code": "002230"},
|
||
{"stock": "竞业达", "reason": "与DeepSeek大模型的对接中。", "tag": "垂直领域合作", "stock_code": "003005"},
|
||
{"stock": "拓尔思", "reason": "与DeepSeek联合开发金融舆情大模型。", "tag": "垂直领域合作", "stock_code": "300229"},
|
||
{"stock": "安恒信息", "reason": "发布首个“DeepSeek版”安全智能体。", "tag": "垂直领域合作", "stock_code": "688023"},
|
||
{"stock": "安凯微", "reason": "AK39系列芯片的天才虎AI智能录音笔Pro 4G版对接多家大模型底座，包括DeepSeek。", "tag": "垂直领域合作", "stock_code": "688620"},
|
||
{"stock": "万兴科技", "reason": "率先完成深度求索（DeepSeek）最新推理大模型DeepSeek-V1的深入适配。", "tag": "垂直领域合作", "stock_code": "300624"},
|
||
{"stock": "润泽科技", "reason": "廊坊数据中心为DeepSeek提供3000+机柜资源。", "tag": "算力支持", "stock_code": "300442"},
|
||
{"stock": "浪潮信息", "reason": "为DeepSeek北京亦庄智算中心提供AI服务器集群。", "tag": "算力支持", "stock_code": "000977"},
|
||
{"stock": "中科曙光", "reason": "承建DeepSeek杭州训练中心液冷系统。", "tag": "算力支持", "stock_code": "603019"},
|
||
{"stock": "泰嘉股份", "reason": "作为华为昇腾生态伙伴，受益于其推出的华为云昇腾云服务的DS推理服务", "tag": "算力支持", "stock_code": "002843"},
|
||
{"stock": "华丰科技", "reason": "作为华为昇腾生态伙伴，受益于其推出的华为云昇腾云服务的DS推理服务", "tag": "算力支持", "stock_code": "688629"},
|
||
{"stock": "凯旺科技", "reason": "作为华为昇腾生态伙伴，受益于其推出的华为云昇腾云服务的DS推理服务", "tag": "算力支持", "stock_code": "301182"},
|
||
{"stock": "川润股份", "reason": "作为华为昇腾生态伙伴，受益于其推出的华为云昇腾云服务的DS推理服务", "tag": "算力支持", "stock_code": "002272"},
|
||
{"stock": "高新发展", "reason": "作为华为昇腾生态伙伴，受益于其推出的华为云昇腾云服务的DS推理服务", "tag": "算力支持", "stock_code": "000628"},
|
||
{"stock": "科创新源", "reason": "作为华为昇腾生态伙伴，受益于其推出的华为云昇腾云服务的DS推理服务", "tag": "算力支持", "stock_code": "300731"},
|
||
{"stock": "得润电子", "reason": "作为华为昇腾生态伙伴，受益于其推出的华为云昇腾云服务的DS推理服务", "tag": "算力支持", "stock_code": "002055"},
|
||
{"stock": "飞荣达", "reason": "作为华为昇腾生态伙伴，受益于其推出的华为云昇腾云服务的DS推理服务", "tag": "算力支持", "stock_code": "300602"},
|
||
{"stock": "意华股份", "reason": "作为华为昇腾生态伙伴，受益于其推出的华为云昇腾云服务的DS推理服务", "tag": "算力支持", "stock_code": "002897"},
|
||
{"stock": "荣科科技", "reason": "作为华为昇腾生态伙伴，受益于其推出的华为云昇腾云服务的DS推理服务", "tag": "算力支持", "stock_code": "300290"},
|
||
{"stock": "超讯通信", "reason": "作为沐曦合作伙伴，其GPU搭载DS", "tag": "潜在技术合作", "stock_code": "603322"},
|
||
{"stock": "优刻德", "reason": "作为沐曦合作伙伴，其GPU搭载DS", "tag": "潜在技术合作"},
|
||
{"stock": "景嘉微", "reason": "作为沐曦合作伙伴，其GPU搭载DS", "tag": "潜在技术合作", "stock_code": "300474"},
|
||
{"stock": "科华数据", "reason": "作为沐曦合作伙伴，其GPU搭载DS", "tag": "潜在技术合作", "stock_code": "002335"},
|
||
{"stock": "南威软件", "reason": "潜在技术合作", "tag": "潜在技术合作", "stock_code": "603636"},
|
||
{"stock": "飞利信", "reason": "潜在技术合作", "tag": "潜在技术合作", "stock_code": "300287"},
|
||
{"stock": "智信精密", "reason": "知识蒸馏技术", "tag": "知识蒸馏技术", "stock_code": "301512"},
|
||
{"stock": "中科通达", "reason": "知识蒸馏技术", "tag": "知识蒸馏技术", "stock_code": "688038"},
|
||
{"stock": "恒烁股份", "reason": "知识蒸馏技术", "tag": "知识蒸馏技术", "stock_code": "688416"},
|
||
{"stock": "智洋创新", "reason": "知识蒸馏技术", "tag": "知识蒸馏技术", "stock_code": "688191"},
|
||
{"stock": "千方科技", "reason": "知识蒸馏技术", "tag": "知识蒸馏技术", "stock_code": "002373"},
|
||
{"stock": "拓尔思", "reason": "知识蒸馏技术", "tag": "知识蒸馏技术", "stock_code": "300229"},
|
||
{"stock": "云从科技", "reason": "知识蒸馏技术", "tag": "知识蒸馏技术", "stock_code": "688327"}
|
||
],
|
||
riseData: [
|
||
{"stock": "宏景科技", "stock_code": "301396", "rise_rate": 20.0, "trade_date": "2025-08-25", "reason": "核心结论: 宏景科技因“中报业绩超预期+DeepSeek商业化落地+贵阳数博会催化”三因子共振，触发20CM涨停。 <br>驱动概念: DeepSeek大模型商业化+算力租赁+贵阳贵安新区智算中心项目 <br><br>个股异动解析: <br>1. 消息面： <br>（1）DeepSeek大模型商业化：板块亮点——首批A股小市值公司公开披露DeepSeek授权。 <br>- 7月15日互动易回复：已采购DeepSeek大模型授权，面向政府客户推出行业一体机。 <br>- 8月20日晚中报披露：算力租赁收入2.8亿元，占比首超35%，毛利率42%，验证商业化落地。"},
|
||
{"stock": "品高股份", "stock_code": "688227", "rise_rate": 19.99, "trade_date": "2025-08-22", "reason": "核心结论: 品高股份因盘后公告拿下3.6亿元DeepSeek V3.1大模型一体机订单并收购液冷GPU服务器资产，叠加国家算力行动计划催化，形成“政策+订单+并购”共振而涨停。<br><br>驱动概念: 国产大模型一体机+东数西算+液冷GPU服务器<br><br>个股异动解析:<br>1. 消息面：<br>（1）国产大模型一体机：国家《全国一体化算力基础设施高质量发展行动计划》明确把国产大模型一体机列入优先采购目录。 <br>- 8月21日盘后公告：公司与中科院自动化所、DeepSeek签署3.6亿元合同，共同推出DeepSeek V3.1大模型一体机。"},
|
||
{"stock": "海光信息", "stock_code": "688041", "rise_rate": 20.0, "trade_date": "2025-08-22", "reason": "核心结论: DeepSeek-V3.1宣布其FP8精度已率先完成海光DCU适配，叠加工信部“2027年国产AI芯片占比≥60%”政策催化，机构资金集中抢筹，触发20CM涨停。<br><br>驱动概念: 国产算力+信创+东数西算<br><br>个股异动解析:<br>1. 消息面：<br>（1）国产算力：政策要求2027年国产AI芯片新增占比≥60%。-海光深算3系列DCU已通过DeepSeek FP8官方适配；-机构上调2026E DCU出货量至70万片，对应EPS 3.9元。"},
|
||
],
|
||
get categories() {
|
||
const cats = this.stocks.map(s => s.tag);
|
||
return [...new Set(cats)];
|
||
},
|
||
get filteredStocks() {
|
||
return this.stocks.filter(stock => stock.tag === this.activeTab);
|
||
}
|
||
}
|
||
}
|
||
|
||
</script>
|
||
</body>
|
||
</html> |