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<title>AI应用AI语料 - 深度行业研究报告</title>
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</head>
<body class="min-h-screen p-4 sm:p-6 lg:p-8">
<div class="max-w-7xl mx-auto space-y-8">
<!-- Header -->
<header class="text-center py-8">
<h1 class="text-4xl md:text-6xl font-bold glowing-text tracking-wider">AI应用 · AI语料</h1>
<p class="text-xl md:text-2xl mt-4 text-slate-300">深度行业研究报告</p>
<p class="mt-4 text-xs text-slate-500">
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>
</header>
<!-- Insight Section -->
<section>
<h2 class="section-title">概念洞察 (Insight)</h2>
<div class="bento-grid">
<!-- Core View Summary -->
<div class="glass-card glow-border rounded-3xl p-6 col-span-12 lg:col-span-8 lg:row-span-2 flex flex-col justify-center">
<h3 class="text-2xl font-bold text-sky-300 mb-4">核心观点摘要</h3>
<p class="text-lg text-slate-200">
“AI应用AI语料”概念正处在从技术突破驱动向<strong class="text-fuchsia-400">商业化落地验证</strong>的关键过渡期。其核心驱动力已形成一个双轮飞轮:
</p>
<div class="mt-4 space-y-3">
<p class="pl-4 border-l-2 border-sky-400"><strong>(1) 应用创新</strong>以AI搜索、AI Agent和多模态内容创作为代表的新应用形态正以前所未有的速度渗透C端和B端创造真实需求。</p>
<p class="pl-4 border-l-2 border-violet-400"><strong>(2) 数据价值重估</strong>应用的爆发反向引爆了对高质量、专有“语料”的巨大需求使得拥有独特数据资产特别是视频、行业数据的公司从传统内容商转变为AI时代的核心“燃料”供应商开启了全新的价值发现和变现路径。</p>
</div>
</div>
<!-- Concept Events -->
<div class="glass-card rounded-3xl p-6 col-span-12 lg:col-span-4 lg:row-span-4">
<h3 class="text-xl font-bold text-sky-300 mb-6">概念发展脉络</h3>
<div class="timeline">
<div class="timeline-item">
<h4 class="font-bold text-violet-300">第一阶段:模型能力驱动 (~2023)</h4>
<p class="text-sm text-slate-400 mt-1">以ChatGPT为代表市场焦点集中于基础模型能力点燃全球AI行情。</p>
</div>
<div class="timeline-item">
<h4 class="font-bold text-violet-300">第二阶段:应用探索与长文本突破 (2024 Q1-Q2)</h4>
<p class="text-sm text-slate-400 mt-1">国产模型以Kimi为代表在长文本处理上实现关键突破催生AI搜索等应用场景爆发。</p>
</div>
<div class="timeline-item">
<h4 class="font-bold text-violet-300">第三阶段:多模态爆发与语料价值凸显 (2024至今)</h4>
<p class="text-sm text-slate-400 mt-1">Sora模型引爆多模态应用预期高质量、专有语料成为核心瓶颈和资产其价值被市场重估。</p>
</div>
<div class="timeline-item">
<h4 class="font-bold text-violet-300">第四阶段:商业化与业绩验证 (进行时)</h4>
<p class="text-sm text-slate-400 mt-1">概念进入基本面驱动期,市场关注点转向应用的用户数据、商业化进展和实际收入。</p>
</div>
</div>
</div>
<!-- Catalysts & Future Path -->
<div class="glass-card rounded-3xl p-6 col-span-12 lg:col-span-8 lg:row-span-2">
<h3 class="text-xl font-bold text-sky-300 mb-4">关键催化剂与未来发展路径</h3>
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
<div>
<h4 class="font-semibold text-violet-300 mb-2">近期催化剂 (3-6个月)</h4>
<ul class="list-disc list-inside text-sm text-slate-300 space-y-1">
<li>标杆应用 (Kimi/秘塔) 商业化及付费数据公布</li>
<li>重磅模型 (GPT-5/国产Sora级) 发布并开放API</li>
<li>“AI+”政策细则落地驱动B/G端订单</li>
<li>首个大规模语料授权公告(亿元级别)</li>
</ul>
</div>
<div>
<h4 class="font-semibold text-violet-300 mb-2">长期发展路径 (1-5年)</h4>
<ul class="list-disc list-inside text-sm text-slate-300 space-y-1">
<li><strong>应用层 (1-2年):</strong> 从工具型向平台/生态型演进</li>
<li><strong>数据层 (2-3年):</strong> 语料交易市场化、标准化</li>
<li><strong>终端层 (3-5年):</strong> AI原生硬件普及重做所有硬件</li>
<li><strong>终极形态:</strong> 通用人工智能代理 (AGI Agent) 重构工作流</li>
</ul>
</div>
</div>
</div>
<!-- Core Logic & Risks -->
<div class="glass-card rounded-3xl p-6 col-span-12 lg:col-span-6">
<h3 class="text-xl font-bold text-sky-300 mb-4">核心驱动力与预期差</h3>
<div class="collapse collapse-arrow bg-black/20 mb-2">
<input type="radio" name="insight-accordion" checked="checked" />
<div class="collapse-title text-md font-medium text-violet-300">三大核心驱动力</div>
<div class="collapse-content text-sm text-slate-300">
<ul class="list-decimal list-inside space-y-2">
<li><strong>技术平权与成本下降:</strong> 开源模型(Llama 3)和API降价(DeepSeek-V3)催生应用创新生态。</li>
<li><strong>商业闭环可行性:</strong> C端订阅制、B/G端降本增效模式逐渐清晰政策强力推动。</li>
<li><strong>数据成为核心壁垒:</strong> 模型趋于同质化,高质量、专有、垂直的语料数据成为构建竞争壁垒的关键。</li>
</ul>
</div>
</div>
<div class="collapse collapse-arrow bg-black/20">
<input type="radio" name="insight-accordion" />
<div class="collapse-title text-md font-medium text-amber-300">预期差分析 (机会与风险)</div>
<div class="collapse-content text-sm text-slate-300">
<ul class="list-decimal list-inside space-y-2">
<li><strong>商业化路径:</strong> 市场预期快速变现但国内C端应用多处免费获客阶段B端面临工程化挑战。</li>
<li><strong>语料价值兑现:</strong> 市场预期“数据=金山”,但实际落地涉及复杂的版权、法律、定价流程。</li>
<li><strong>技术与体验:</strong> 市场预期颠覆性体验,但实际产品同质化仍较严重,多处“可用”而非“好用”阶段。</li>
</ul>
</div>
</div>
</div>
<div class="glass-card rounded-3xl p-6 col-span-12 lg:col-span-6">
<h3 class="text-xl font-bold text-red-400 mb-4">潜在风险与挑战</h3>
<ul class="list-disc list-inside text-sm text-slate-300 space-y-2">
<li><strong>技术风险:</strong> AI Agent的可靠性与可控性是高风险领域应用的核心瓶颈。</li>
<li><strong>商业化风险:</strong> 调用成本高昂国内用户付费意愿待验证B端ROI量化难。</li>
<li><strong>政策与竞争风险:</strong> 数据合规监管趋严,巨头可能发动“价格战”挤压创新空间。</li>
<li><strong>信息交叉验证风险:</strong> 宣传与实际体验可能存在差距,需警惕“蹭概念”行为。</li>
</ul>
</div>
</div>
</section>
<!-- Data Visualization -->
<section>
<h2 class="section-title">数据透视</h2>
<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
<div class="glass-card rounded-3xl p-6">
<h3 class="text-xl font-bold text-sky-300 mb-4">概念股分类统计</h3>
<div id="category-chart" class="w-full h-96"></div>
</div>
<div class="glass-card rounded-3xl p-6">
<h3 class="text-xl font-bold text-sky-300 mb-4">部分个股涨幅归因分析</h3>
<div id="rise-chart" class="w-full h-96"></div>
</div>
</div>
</section>
<!-- Supporting Market Data -->
<section x-data="{ tab: 'news' }">
<h2 class="section-title">市场信息聚合</h2>
<div class="tabs tabs-boxed bg-black/20 mb-4">
<a class="tab tab-lg" @click.prevent="tab = 'news'" :class="{ 'tab-active': tab === 'news' }">新闻速览</a>
<a class="tab tab-lg" @click.prevent="tab = 'roadshow'" :class="{ 'tab-active': tab === 'roadshow' }">路演精华</a>
<a class="tab tab-lg" @click.prevent="tab = 'report'" :class="{ 'tab-active': tab === 'report' }">研报洞察</a>
</div>
<div class="glass-card rounded-3xl p-6 min-h-[30rem]">
<!-- News -->
<div x-show="tab === 'news'" x-transition>
<h3 class="text-xl font-bold text-sky-300 mb-4">AI应用与AI语料相关新闻</h3>
<div class="space-y-4 text-sm max-h-[40rem] overflow-y-auto pr-2">
<p><strong>C端应用出海表现亮眼:</strong> Question AI、Talkie等三款中国App进入全球下载量前十。Talkie全球月活达1100万半数来自美国。</p>
<p><strong>多模态应用普及:</strong> “AI换装”功能助美颜相机登顶下载榜SoraApp连续5天登顶iOS美国免费榜抖音“豆包P图”和快手“AI毛绒”话题播放量均超千万。</p>
<p><strong>AI搜索与办公:</strong> 360AI搜索月访问次数超9000万成为全球最大AI原生搜索引擎。360AI办公采取订阅制。</p>
<p><strong>B端应用加速渗透:</strong> 全面实施“人工智能+”行动。聚焦税务税友股份、教育科大讯飞、HR北京人力、服装定制酷特智能、金融、医疗等领域。</p>
<p><strong>AI Agent时代到来:</strong> 制造端AI Agent迎来爆发元年博思软件、酷特智能等均以AI Agent为核心产品形态。OpenAI发布通用人工智能代理。</p>
<p><strong>端侧AI硬件密集发布:</strong> 阿里、华为、理想、字节等均发布或计划发布AI眼镜、AI玩具、AI手机等硬件“所有硬件都要被AI重做一遍”成为趋势。</p>
<p><strong>语料数据重要性凸显:</strong> “拥有垂类高质量数据”被反复强调为核心竞争力。Sora概念、多模态AI、AI语料成为市场逆势上涨的应用方向。</p>
<p><strong>垂直行业数据是关键语料:</strong> 军工情报拓尔思、服装定制数据库酷特智能、简历与JDHR领域等是训练垂直大模型的核心语料。</p>
</div>
</div>
<!-- Roadshows -->
<div x-show="tab === 'roadshow'" x-transition style="display: none;">
<h3 class="text-xl font-bold text-sky-300 mb-4">AI应用与AI语料相关路演精华</h3>
<div class="space-y-4 text-sm max-h-[40rem] overflow-y-auto pr-2">
<p><strong>AI搜索流量爆发:</strong> 秘塔AI搜索3月访问量达700万次同比增长400%-500%验证了C端需求。对标海外Perplexity商业模式以C端订阅制为主。</p>
<p><strong>国产大模型突破:</strong> 昆仑万维发布天工3.04000亿参数MoE模型集成AI音乐生成Kimi以长文本处理能力引爆市场验证国内C端应用潜力。</p>
<p><strong>投资阶段演进:</strong> 市场从“主题炒作”向“业绩验证”过渡,关注用户数据、商业化进展和实际收入。</p>
<p><strong>AI Agent是B端应用核心:</strong> AI Agent是目标驱动的端到端任务闭环与辅助性的Chatbot/Copilot有本质区别。字节“扣子”等产品已上线落地场景优先级高于技术复杂度。</p>
<p><strong>语料价值被市场认知:</strong> 搜索流量增长和多模态模型训练极大提升了对高质量语料的需求版权方价值凸显。Adobe付费采购视频语料成为行业标杆。</p>
<p><strong>数据成为差异化关键:</strong> 国产大模型竞争加剧,数据成为差异化的关键。拥有视频语料(华策影视、中广天择)、文字语料(中文在线、掌阅科技)、社区数据(值得买)的公司价值被重估。</p>
<p><strong>语料商业化路径清晰:</strong> 影视、出版公司通过向大模型公司出售语料数据获得收入,成为新的利润增长点。</p>
</div>
</div>
<!-- Reports -->
<div x-show="tab === 'report'" x-transition style="display: none;">
<h3 class="text-xl font-bold text-sky-300 mb-4">AI应用与AI语料相关研报洞察</h3>
<div class="space-y-4 text-sm max-h-[40rem] overflow-y-auto pr-2">
<p><strong>技术能力跃升:</strong> Kimi200万字、阿里通义千问1000万字引领长文本处理能力革命。DeepSeek-V3等新MoE模型性能逼近世界头部API价格大幅下降。</p>
<p><strong>模型开源趋势加速:</strong> Meta Llama 3、阶跃星辰开源视频/语音模型极大降低开发者门槛催生更多垂直领域AI应用。</p>
<p><strong>应用全面开花:</strong> AI影视捷成股份ChatPV、AI音乐Suno V3、AI搜索360纳米搜索、AI政务DeepSeek接入多地政务系统等应用场景快速落地。</p>
<p><strong>AI Agent赋能企业:</strong> 捷成股份ChatPV、腾讯GiiNEX游戏AI引擎等以Agent形态重塑内容生产和游戏开发流程。</p>
<p><strong>政务应用成为标杆:</strong> 深圳福田区上线70名“AI公务员”覆盖240个政务场景公文审核时间缩短90%民生诉求分拨准确率从70%提升至95%。</p>
<p><strong>语料需求持续拉动:</strong> 长文本、多模态、机器人大模型训练持续拉动对知识、文学、图片、视频、动捕、3D数据等各类语料的需求。</p>
<p><strong>高质量语料库建设是核心:</strong> 捷成股份与华为云合作生成高质量视频数据集;政务场景的落地直接生成和应用大量政务语料,形成数据飞轮。</p>
</div>
</div>
</div>
</section>
<!-- Stock Tables -->
<section>
<h2 class="section-title">核心标的池</h2>
<div class="space-y-8">
<div>
<h3 class="text-2xl font-bold text-sky-300 mb-4">AI 应用</h3>
<div class="glass-card rounded-3xl overflow-x-auto">
<table class="table w-full">
<thead>
<tr>
<th>股票名称</th>
<th>股票代码</th>
<th>核心逻辑</th>
<th>细分赛道</th>
</tr>
</thead>
<tbody>
<tr class="hover"><td>焦点科技</td><td><a href="https://valuefrontier.cn/company?scode=002315" target="_blank" class="link link-hover">002315</a></td><td>AI电商</td><td>AI应用</td></tr>
<tr class="hover"><td>小商品城</td><td><a href="https://valuefrontier.cn/company?scode=600415" target="_blank" class="link link-hover">600415</a></td><td>AI电商</td><td>AI应用</td></tr>
<tr class="hover"><td>泛微网络</td><td><a href="https://valuefrontier.cn/company?scode=603039" target="_blank" class="link link-hover">603039</a></td><td>AI办公</td><td>AI应用</td></tr>
<tr class="hover"><td>金山办公</td><td><a href="https://valuefrontier.cn/company?scode=688111" target="_blank" class="link link-hover">688111</a></td><td>AI办公</td><td>AI应用</td></tr>
<tr class="hover"><td>福昕软件</td><td><a href="https://valuefrontier.cn/company?scode=688095" target="_blank" class="link link-hover">688095</a></td><td>AI办公</td><td>AI应用</td></tr>
<tr class="hover"><td>致远互联</td><td><a href="https://valuefrontier.cn/company?scode=688369" target="_blank" class="link link-hover">688369</a></td><td>AI办公</td><td>AI应用</td></tr>
<tr class="hover"><td>合合信息</td><td><a href="https://valuefrontier.cn/company?scode=688615" target="_blank" class="link link-hover">688615</a></td><td>AI办公</td><td>AI应用</td></tr>
<tr class="hover"><td>鼎捷数智</td><td><a href="https://valuefrontier.cn/company?scode=300378" target="_blank" class="link link-hover">300378</a></td><td>AI to B提效</td><td>AI应用</td></tr>
<tr class="hover"><td>汉得信息</td><td><a href="https://valuefrontier.cn/company?scode=300170" target="_blank" class="link link-hover">300170</a></td><td>AI to B提效</td><td>AI应用</td></tr>
<tr class="hover"><td>新致软件</td><td><a href="https://valuefrontier.cn/company?scode=688590" target="_blank" class="link link-hover">688590</a></td><td>AI to B提效</td><td>AI应用</td></tr>
<tr class="hover"><td>迈富时</td><td></td><td>AI to B提效</td><td>AI应用</td></tr>
<tr class="hover"><td>恒生电子</td><td><a href="https://valuefrontier.cn/company?scode=600570" target="_blank" class="link link-hover">600570</a></td><td>AI to B提效</td><td>AI应用</td></tr>
<tr class="hover"><td>赛意信息</td><td><a href="https://valuefrontier.cn/company?scode=300687" target="_blank" class="link link-hover">300687</a></td><td>AI to B提效</td><td>AI应用</td></tr>
<tr class="hover"><td>第四范式</td><td></td><td>AI to B提效</td><td>AI应用</td></tr>
<tr class="hover"><td>万兴科技</td><td><a href="https://valuefrontier.cn/company?scode=300624" target="_blank" class="link link-hover">300624</a></td><td>AI创作</td><td>AI应用</td></tr>
<tr class="hover"><td>美图公司</td><td></td><td>AI创作</td><td>AI应用</td></tr>
<tr class="hover"><td>虹软科技</td><td><a href="https://valuefrontier.cn/company?scode=688088" target="_blank" class="link link-hover">688088</a></td><td>AI创作</td><td>AI应用</td></tr>
<tr class="hover"><td>360</td><td></td><td>AI搜索</td><td>AI应用</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>AI搜索</td><td>AI应用</td></tr>
<tr class="hover"><td>实丰文化</td><td><a href="https://valuefrontier.cn/company?scode=002862" target="_blank" class="link link-hover">002862</a></td><td>AI玩具</td><td>AI应用</td></tr>
<tr class="hover"><td>广博股份</td><td><a href="https://valuefrontier.cn/company?scode=002103" target="_blank" class="link link-hover">002103</a></td><td>AI玩具</td><td>AI应用</td></tr>
<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>AI玩具</td><td>AI应用</td></tr>
<tr class="hover"><td>奥飞娱乐</td><td><a href="https://valuefrontier.cn/company?scode=002292" target="_blank" class="link link-hover">002292</a></td><td>AI玩具</td><td>AI应用</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>AI玩具</td><td>AI应用</td></tr>
<tr class="hover"><td>科大讯飞</td><td><a href="https://valuefrontier.cn/company?scode=002230" target="_blank" class="link link-hover">002230</a></td><td>AI教育</td><td>AI应用</td></tr>
<tr class="hover"><td>豆神教育</td><td><a href="https://valuefrontier.cn/company?scode=300010" target="_blank" class="link link-hover">300010</a></td><td>AI教育</td><td>AI应用</td></tr>
<tr class="hover"><td>鸥玛软件</td><td><a href="https://valuefrontier.cn/company?scode=301185" target="_blank" class="link link-hover">301185</a></td><td>AI教育</td><td>AI应用</td></tr>
<tr class="hover"><td>佳发教育</td><td><a href="https://valuefrontier.cn/company?scode=300559" target="_blank" class="link link-hover">300559</a></td><td>AI教育</td><td>AI应用</td></tr>
<tr class="hover"><td>方直科技</td><td><a href="https://valuefrontier.cn/company?scode=300235" target="_blank" class="link link-hover">300235</a></td><td>AI教育</td><td>AI应用</td></tr>
<tr class="hover"><td>竞业达</td><td><a href="https://valuefrontier.cn/company?scode=003005" target="_blank" class="link link-hover">003005</a></td><td>AI教育</td><td>AI应用</td></tr>
<tr class="hover"><td>易点天下</td><td><a href="https://valuefrontier.cn/company?scode=301171" target="_blank" class="link link-hover">301171</a></td><td>AI营销</td><td>AI应用</td></tr>
<tr class="hover"><td>蓝色光标</td><td><a href="https://valuefrontier.cn/company?scode=300058" target="_blank" class="link link-hover">300058</a></td><td>AI营销</td><td>AI应用</td></tr>
<tr class="hover"><td>利欧股份</td><td><a href="https://valuefrontier.cn/company?scode=002131" target="_blank" class="link link-hover">002131</a></td><td>AI营销</td><td>AI应用</td></tr>
<tr class="hover"><td>汇量科技</td><td></td><td>AI营销</td><td>AI应用</td></tr>
<tr class="hover"><td>品高股份</td><td><a href="https://valuefrontier.cn/company?scode=688227" target="_blank" class="link link-hover">688227</a></td><td>AI军工</td><td>AI应用</td></tr>
<tr class="hover"><td>振芯科技</td><td><a href="https://valuefrontier.cn/company?scode=300101" target="_blank" class="link link-hover">300101</a></td><td>AI军工</td><td>AI应用</td></tr>
<tr class="hover"><td>能科科技</td><td><a href="https://valuefrontier.cn/company?scode=603859" target="_blank" class="link link-hover">603859</a></td><td>AI军工</td><td>AI应用</td></tr>
<tr class="hover"><td>道通科技</td><td><a href="https://valuefrontier.cn/company?scode=688208" target="_blank" class="link link-hover">688208</a></td><td>AI军工</td><td>AI应用</td></tr>
<tr class="hover"><td>润达医疗</td><td><a href="https://valuefrontier.cn/company?scode=603108" target="_blank" class="link link-hover">603108</a></td><td>AI医疗</td><td>AI应用</td></tr>
<tr class="hover"><td>朗玛信息</td><td><a href="https://valuefrontier.cn/company?scode=300288" target="_blank" class="link link-hover">300288</a></td><td>AI医疗</td><td>AI应用</td></tr>
<tr class="hover"><td>安必平</td><td><a href="https://valuefrontier.cn/company?scode=688393" target="_blank" class="link link-hover">688393</a></td><td>AI医疗</td><td>AI应用</td></tr>
<tr class="hover"><td>卫宁健康</td><td><a href="https://valuefrontier.cn/company?scode=300253" target="_blank" class="link link-hover">300253</a></td><td>AI医疗</td><td>AI应用</td></tr>
<tr class="hover"><td>嘉和美康</td><td><a href="https://valuefrontier.cn/company?scode=688246" target="_blank" class="link link-hover">688246</a></td><td>AI医疗</td><td>AI应用</td></tr>
<tr class="hover"><td>万达信息</td><td><a href="https://valuefrontier.cn/company?scode=300168" target="_blank" class="link link-hover">300168</a></td><td>AI医疗</td><td>AI应用</td></tr>
<tr class="hover"><td>金桥信息</td><td><a href="https://valuefrontier.cn/company?scode=603918" target="_blank" class="link link-hover">603918</a></td><td>AI法律</td><td>AI应用</td></tr>
<tr class="hover"><td>通达海</td><td><a href="https://valuefrontier.cn/company?scode=301378" target="_blank" class="link link-hover">301378</a></td><td>AI法律</td><td>AI应用</td></tr>
<tr class="hover"><td>海天瑞声</td><td><a href="https://valuefrontier.cn/company?scode=688787" target="_blank" class="link link-hover">688787</a></td><td>AI数据标注</td><td>AI应用</td></tr>
<tr class="hover"><td>星环科技</td><td><a href="https://valuefrontier.cn/company?scode=688031" target="_blank" class="link link-hover">688031</a></td><td>AI数据库</td><td>AI应用</td></tr>
<tr class="hover"><td>云天励飞</td><td><a href="https://valuefrontier.cn/company?scode=688343" target="_blank" class="link link-hover">688343</a></td><td>AI终端</td><td>AI应用</td></tr>
<tr class="hover"><td>国光电器</td><td><a href="https://valuefrontier.cn/company?scode=002045" target="_blank" class="link link-hover">002045</a></td><td>AI终端</td><td>AI应用</td></tr>
<tr class="hover"><td>漫步者</td><td><a href="https://valuefrontier.cn/company?scode=002351" target="_blank" class="link link-hover">002351</a></td><td>AI终端</td><td>AI应用</td></tr>
<tr class="hover"><td>寒武纪</td><td><a href="https://valuefrontier.cn/company?scode=688256" target="_blank" class="link link-hover">688256</a></td><td>算力侧</td><td>AI应用</td></tr>
<tr class="hover"><td>海光信息</td><td><a href="https://valuefrontier.cn/company?scode=688041" target="_blank" class="link link-hover">688041</a></td><td>算力侧</td><td>AI应用</td></tr>
<tr class="hover"><td>中科曙光</td><td><a href="https://valuefrontier.cn/company?scode=603019" target="_blank" class="link link-hover">603019</a></td><td>算力侧</td><td>AI应用</td></tr>
<tr class="hover"><td>华懋科技</td><td><a href="https://valuefrontier.cn/company?scode=603306" target="_blank" class="link link-hover">603306</a></td><td>算力侧</td><td>AI应用</td></tr>
<tr class="hover"><td>云赛智联</td><td><a href="https://valuefrontier.cn/company?scode=600602" target="_blank" class="link link-hover">600602</a></td><td>算力侧</td><td>AI应用</td></tr>
<tr class="hover"><td>软通动力</td><td><a href="https://valuefrontier.cn/company?scode=301236" target="_blank" class="link link-hover">301236</a></td><td>算力侧</td><td>AI应用</td></tr>
<tr class="hover"><td>弘信电子</td><td><a href="https://valuefrontier.cn/company?scode=300657" target="_blank" class="link link-hover">300657</a></td><td>算力侧</td><td>AI应用</td></tr>
<tr class="hover"><td>浪潮信息</td><td><a href="https://valuefrontier.cn/company?scode=000977" target="_blank" class="link link-hover">000977</a></td><td>算力侧</td><td>AI应用</td></tr>
<tr class="hover"><td>神州数码</td><td><a href="https://valuefrontier.cn/company?scode=000034" target="_blank" class="link link-hover">000034</a></td><td>算力侧</td><td>AI应用</td></tr>
<tr class="hover"><td>协创数据</td><td><a href="https://valuefrontier.cn/company?scode=300857" target="_blank" class="link link-hover">300857</a></td><td>算力侧</td><td>AI应用</td></tr>
<tr class="hover"><td>高新发展</td><td><a href="https://valuefrontier.cn/company?scode=000628" target="_blank" class="link link-hover">000628</a></td><td>算力侧</td><td>AI应用</td></tr>
<tr class="hover"><td>中际旭创</td><td><a href="https://valuefrontier.cn/company?scode=300308" target="_blank" class="link link-hover">300308</a></td><td>算力侧</td><td>AI应用</td></tr>
<tr class="hover"><td>新易盛</td><td><a href="https://valuefrontier.cn/company?scode=300502" target="_blank" class="link link-hover">300502</a></td><td>算力侧</td><td>AI应用</td></tr>
<tr class="hover"><td>工业富联</td><td><a href="https://valuefrontier.cn/company?scode=601138" target="_blank" class="link link-hover">601138</a></td><td>算力侧</td><td>AI应用</td></tr>
</tbody>
</table>
</div>
</div>
<div>
<h3 class="text-2xl font-bold text-violet-300 mb-4">AI 语料</h3>
<div class="glass-card rounded-3xl overflow-x-auto">
<table class="table w-full">
<thead>
<tr>
<th>股票名称</th>
<th>股票代码</th>
<th>核心逻辑</th>
<th>细分赛道</th>
</tr>
</thead>
<tbody>
<tr class="hover"><td>中文在线</td><td><a href="https://valuefrontier.cn/company?scode=300364" target="_blank" class="link link-hover">300364</a></td><td>文字语料</td><td>AI语料</td></tr>
<tr class="hover"><td>掌阅科技</td><td><a href="https://valuefrontier.cn/company?scode=603533" target="_blank" class="link link-hover">603533</a></td><td>文字语料</td><td>AI语料</td></tr>
<tr class="hover"><td>中原传媒</td><td><a href="https://valuefrontier.cn/company?scode=000719" target="_blank" class="link link-hover">000719</a></td><td>文字语料</td><td>AI语料</td></tr>
<tr class="hover"><td>新华传媒</td><td><a href="https://valuefrontier.cn/company?scode=600825" target="_blank" class="link link-hover">600825</a></td><td>文字语料</td><td>AI语料</td></tr>
<tr class="hover"><td>读客文化</td><td><a href="https://valuefrontier.cn/company?scode=301025" target="_blank" class="link link-hover">301025</a></td><td>文字语料</td><td>AI语料</td></tr>
<tr class="hover"><td>中国科传</td><td><a href="https://valuefrontier.cn/company?scode=601858" target="_blank" class="link link-hover">601858</a></td><td>文字语料</td><td>AI语料</td></tr>
<tr class="hover"><td>中国出版</td><td><a href="https://valuefrontier.cn/company?scode=601949" target="_blank" class="link link-hover">601949</a></td><td>文字语料</td><td>AI语料</td></tr>
<tr class="hover"><td>中信出版</td><td><a href="https://valuefrontier.cn/company?scode=300788" target="_blank" class="link link-hover">300788</a></td><td>文字语料</td><td>AI语料</td></tr>
<tr class="hover"><td>果麦文化</td><td><a href="https://valuefrontier.cn/company?scode=301052" target="_blank" class="link link-hover">301052</a></td><td>文字语料</td><td>AI语料</td></tr>
<tr class="hover"><td>荣信文化</td><td><a href="https://valuefrontier.cn/company?scode=301231" target="_blank" class="link link-hover">301231</a></td><td>文字语料</td><td>AI语料</td></tr>
<tr class="hover"><td>拓尔思</td><td><a href="https://valuefrontier.cn/company?scode=300229" target="_blank" class="link link-hover">300229</a></td><td>文字语料</td><td>AI语料</td></tr>
<tr class="hover"><td>视觉中国</td><td><a href="https://valuefrontier.cn/company?scode=000681" target="_blank" class="link link-hover">000681</a></td><td>图片语料</td><td>AI语料</td></tr>
<tr class="hover"><td>华策影视</td><td><a href="https://valuefrontier.cn/company?scode=300133" target="_blank" class="link link-hover">300133</a></td><td>视频语料</td><td>AI语料</td></tr>
<tr class="hover"><td>上海电影</td><td><a href="https://valuefrontier.cn/company?scode=601595" target="_blank" class="link link-hover">601595</a></td><td>视频语料</td><td>AI语料</td></tr>
<tr class="hover"><td>中广天择</td><td></td><td>视频语料</td><td>AI语料</td></tr>
<tr class="hover"><td>华数传媒</td><td><a href="https://valuefrontier.cn/company?scode=000156" target="_blank" class="link link-hover">000156</a></td><td>视频语料</td><td>AI语料</td></tr>
<tr class="hover"><td>捷成股份</td><td><a href="https://valuefrontier.cn/company?scode=300182" target="_blank" class="link link-hover">300182</a></td><td>视频语料</td><td>AI语料</td></tr>
<tr class="hover"><td>芒果超媒</td><td><a href="https://valuefrontier.cn/company?scode=300413" target="_blank" class="link link-hover">300413</a></td><td>视频语料</td><td>AI语料</td></tr>
<tr class="hover"><td>华谊兄弟</td><td><a href="https://valuefrontier.cn/company?scode=300027" target="_blank" class="link link-hover">300027</a></td><td>视频语料</td><td>AI语料</td></tr>
<tr class="hover"><td>百纳千成</td><td><a href="https://valuefrontier.cn/company?scode=300291" target="_blank" class="link link-hover">300291</a></td><td>视频语料</td><td>AI语料</td></tr>
<tr class="hover"><td>欢瑞世纪</td><td><a href="https://valuefrontier.cn/company?scode=000892" target="_blank" class="link link-hover">000892</a></td><td>视频语料</td><td>AI语料</td></tr>
<tr class="hover"><td>人民网</td><td><a href="https://valuefrontier.cn/company?scode=603000" target="_blank" class="link link-hover">603000</a></td><td>新闻语料</td><td>AI语料</td></tr>
<tr class="hover"><td>新华网</td><td><a href="https://valuefrontier.cn/company?scode=603888" target="_blank" class="link link-hover">603888</a></td><td>新闻语料</td><td>AI语料</td></tr>
<tr class="hover"><td>同花顺</td><td><a href="https://valuefrontier.cn/company?scode=300033" target="_blank" class="link link-hover">300033</a></td><td>金融语料</td><td>AI语料</td></tr>
<tr class="hover"><td>东方财富</td><td><a href="https://valuefrontier.cn/company?scode=300059" target="_blank" class="link link-hover">300059</a></td><td>金融语料</td><td>AI语料</td></tr>
<tr class="hover"><td>财富趋势</td><td><a href="https://valuefrontier.cn/company?scode=688318" target="_blank" class="link link-hover">688318</a></td><td>金融语料</td><td>AI语料</td></tr>
<tr class="hover"><td>大智慧</td><td><a href="https://valuefrontier.cn/company?scode=601519" target="_blank" class="link link-hover">601519</a></td><td>金融语料</td><td>AI语料</td></tr>
<tr class="hover"><td>科大讯飞</td><td><a href="https://valuefrontier.cn/company?scode=002230" target="_blank" class="link link-hover">002230</a></td><td>教育语料</td><td>AI语料</td></tr>
<tr class="hover"><td>世纪天鸿</td><td><a href="https://valuefrontier.cn/company?scode=300654" target="_blank" class="link link-hover">300654</a></td><td>教育语料</td><td>AI语料</td></tr>
<tr class="hover"><td>润达医疗</td><td><a href="https://valuefrontier.cn/company?scode=603108" target="_blank" class="link link-hover">603108</a></td><td>医疗数据</td><td>AI语料</td></tr>
<tr class="hover"><td>朗玛信息</td><td><a href="https://valuefrontier.cn/company?scode=300288" target="_blank" class="link link-hover">300288</a></td><td>医疗数据</td><td>AI语料</td></tr>
<tr class="hover"><td>塞力医疗</td><td><a href="https://valuefrontier.cn/company?scode=603716" target="_blank" class="link link-hover">603716</a></td><td>医疗数据</td><td>AI语料</td></tr>
<tr class="hover"><td>贝瑞基因</td><td><a href="https://valuefrontier.cn/company?scode=000710" target="_blank" class="link link-hover">000710</a></td><td>医疗数据</td><td>AI语料</td></tr>
<tr class="hover"><td>睿昂基因</td><td><a href="https://valuefrontier.cn/company?scode=688217" target="_blank" class="link link-hover">688217</a></td><td>医疗数据</td><td>AI语料</td></tr>
<tr class="hover"><td>久远银海</td><td><a href="https://valuefrontier.cn/company?scode=002777" target="_blank" class="link link-hover">002777</a></td><td>医疗数据</td><td>AI语料</td></tr>
<tr class="hover"><td>山大地纬</td><td><a href="https://valuefrontier.cn/company?scode=688579" target="_blank" class="link link-hover">688579</a></td><td>医疗数据</td><td>AI语料</td></tr>
<tr class="hover"><td>值得买</td><td><a href="https://valuefrontier.cn/company?scode=300785" target="_blank" class="link link-hover">300785</a></td><td>消费数据</td><td>AI语料</td></tr>
<tr class="hover"><td>汇纳科技</td><td><a href="https://valuefrontier.cn/company?scode=300609" target="_blank" class="link link-hover">300609</a></td><td>消费数据</td><td>AI语料</td></tr>
<tr class="hover"><td>上海钢联</td><td><a href="https://valuefrontier.cn/company?scode=300226" target="_blank" class="link link-hover">300226</a></td><td>大宗数据</td><td>AI语料</td></tr>
<tr class="hover"><td>卓创数据</td><td></td><td>大宗数据</td><td>AI语料</td></tr>
<tr class="hover"><td>生意宝</td><td></td><td>大宗数据</td><td>AI语料</td></tr>
</tbody>
</table>
</div>
</div>
</div>
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</footer>
</div>
<script>
document.addEventListener('DOMContentLoaded', function () {
// Data for charts
const riseAnalysisData = [
{"stock":"风语筑","rise_rate":6.17},
{"stock":"慧辰股份","rise_rate":5.4},
{"stock":"格灵深瞳","rise_rate":5.06},
{"stock":"普元信息","rise_rate":20.01},
{"stock":"云路股份","rise_rate":5.17}
];
const stockData = [
{"reason":"AI电商","group":"AI应用"},{"reason":"AI电商","group":"AI应用"},{"reason":"AI办公","group":"AI应用"},{"reason":"AI办公","group":"AI应用"},{"reason":"AI办公","group":"AI应用"},{"reason":"AI办公","group":"AI应用"},{"reason":"AI办公","group":"AI应用"},{"reason":"AI to B提效","group":"AI应用"},{"reason":"AI to B提效","group":"AI应用"},{"reason":"AI to B提效","group":"AI应用"},{"reason":"AI to B提效","group":"AI应用"},{"reason":"AI to B提效","group":"AI应用"},{"reason":"AI to B提效","group":"AI应用"},{"reason":"AI to B提效","group":"AI应用"},{"reason":"AI创作","group":"AI应用"},{"reason":"AI创作","group":"AI应用"},{"reason":"AI创作","group":"AI应用"},{"reason":"AI搜索","group":"AI应用"},{"reason":"AI搜索","group":"AI应用"},{"reason":"AI玩具","group":"AI应用"},{"reason":"AI玩具","group":"AI应用"},{"reason":"AI玩具","group":"AI应用"},{"reason":"AI玩具","group":"AI应用"},{"reason":"AI玩具","group":"AI应用"},{"reason":"AI教育","group":"AI应用"},{"reason":"AI教育","group":"AI应用"},{"reason":"AI教育","group":"AI应用"},{"reason":"AI教育","group":"AI应用"},{"reason":"AI教育","group":"AI应用"},{"reason":"AI教育","group":"AI应用"},{"reason":"AI营销","group":"AI应用"},{"reason":"AI营销","group":"AI应用"},{"reason":"AI营销","group":"AI应用"},{"reason":"AI营销","group":"AI应用"},{"reason":"AI军工","group":"AI应用"},{"reason":"AI军工","group":"AI应用"},{"reason":"AI军工","group":"AI应用"},{"reason":"AI军工","group":"AI应用"},{"reason":"AI医疗","group":"AI应用"},{"reason":"AI医疗","group":"AI应用"},{"reason":"AI医疗","group":"AI应用"},{"reason":"AI医疗","group":"AI应用"},{"reason":"AI医疗","group":"AI应用"},{"reason":"AI医疗","group":"AI应用"},{"reason":"AI法律","group":"AI应用"},{"reason":"AI法律","group":"AI应用"},{"reason":"AI数据标注","group":"AI应用"},{"reason":"AI数据库","group":"AI应用"},{"reason":"AI终端","group":"AI应用"},{"reason":"AI终端","group":"AI应用"},{"reason":"AI终端","group":"AI应用"},{"reason":"算力侧","group":"AI应用"},{"reason":"算力侧","group":"AI应用"},{"reason":"算力侧","group":"AI应用"},{"reason":"算力侧","group":"AI应用"},{"reason":"算力侧","group":"AI应用"},{"reason":"算力侧","group":"AI应用"},{"reason":"算力侧","group":"AI应用"},{"reason":"算力侧","group":"AI应用"},{"reason":"算力侧","group":"AI应用"},{"reason":"算力侧","group":"AI应用"},{"reason":"算力侧","group":"AI应用"},{"reason":"算力侧","group":"AI应用"},{"reason":"算力侧","group":"AI应用"},{"reason":"算力侧","group":"AI应用"},
{"reason":"文字语料","group":"AI语料"},{"reason":"文字语料","group":"AI语料"},{"reason":"文字语料","group":"AI语料"},{"reason":"文字语料","group":"AI语料"},{"reason":"文字语料","group":"AI语料"},{"reason":"文字语料","group":"AI语料"},{"reason":"文字语料","group":"AI语料"},{"reason":"文字语料","group":"AI语料"},{"reason":"文字语料","group":"AI语料"},{"reason":"文字语料","group":"AI语料"},{"reason":"文字语料","group":"AI语料"},{"reason":"图片语料","group":"AI语料"},{"reason":"视频语料","group":"AI语料"},{"reason":"视频语料","group":"AI语料"},{"reason":"视频语料","group":"AI语料"},{"reason":"视频语料","group":"AI语料"},{"reason":"视频语料","group":"AI语料"},{"reason":"视频语料","group":"AI语料"},{"reason":"视频语料","group":"AI语料"},{"reason":"视频语料","group":"AI语料"},{"reason":"视频语料","group":"AI语料"},{"reason":"新闻语料","group":"AI语料"},{"reason":"新闻语料","group":"AI语料"},{"reason":"金融语料","group":"AI语料"},{"reason":"金融语料","group":"AI语料"},{"reason":"金融语料","group":"AI语料"},{"reason":"金融语料","group":"AI语料"},{"reason":"教育语料","group":"AI语料"},{"reason":"教育语料","group":"AI语料"},{"reason":"医疗数据","group":"AI语料"},{"reason":"医疗数据","group":"AI语料"},{"reason":"医疗数据","group":"AI语料"},{"reason":"医疗数据","group":"AI语料"},{"reason":"医疗数据","group":"AI语料"},{"reason":"医疗数据","group":"AI语料"},{"reason":"医疗数据","group":"AI语料"},{"reason":"消费数据","group":"AI语料"},{"reason":"消费数据","group":"AI语料"},{"reason":"大宗数据","group":"AI语料"},{"reason":"大宗数据","group":"AI语料"},{"reason":"大宗数据","group":"AI语料"}
];
// Process category data
const categoryCounts = stockData.reduce((acc, curr) => {
acc[curr.reason] = (acc[curr.reason] || 0) + 1;
return acc;
}, {});
const categoryChartData = Object.keys(categoryCounts).map(key => ({
name: key,
value: categoryCounts[key]
})).sort((a, b) => b.value - a.value);
// Chart common styles
const chartTextStyle = {
color: '#a0aec0',
fontFamily: 'Noto Sans SC'
};
const chartLineStyle = {
lineStyle: { color: 'rgba(255, 255, 255, 0.2)' }
};
// Init Rise Analysis Chart
const riseChart = echarts.init(document.getElementById('rise-chart'));
const riseChartOption = {
backgroundColor: 'transparent',
tooltip: { trigger: 'axis', axisPointer: { type: 'shadow' } },
grid: { left: '3%', right: '4%', bottom: '3%', containLabel: true },
xAxis: {
type: 'value',
boundaryGap: [0, 0.01],
axisLabel: { ...chartTextStyle, formatter: '{value}%' },
splitLine: chartLineStyle
},
yAxis: {
type: 'category',
data: riseAnalysisData.map(item => item.stock).reverse(),
axisLabel: chartTextStyle
},
series: [{
name: '涨幅',
type: 'bar',
data: riseAnalysisData.map(item => item.rise_rate).reverse(),
itemStyle: {
borderRadius: [0, 5, 5, 0],
color: new echarts.graphic.LinearGradient(1, 0, 0, 0, [
{ offset: 0, color: '#a78bfa' },
{ offset: 1, color: '#38bdf8' }
])
},
label: { show: true, position: 'right', formatter: '{c}%', color: '#e0e0e0' }
}]
};
riseChart.setOption(riseChartOption);
// Init Category Chart
const categoryChart = echarts.init(document.getElementById('category-chart'));
const categoryChartOption = {
backgroundColor: 'transparent',
tooltip: { trigger: 'item', formatter: '{b} : {c} ({d}%)' },
legend: {
orient: 'vertical',
left: 'left',
top: 'center',
textStyle: chartTextStyle,
type: 'scroll'
},
series: [{
name: '概念分类',
type: 'pie',
radius: ['45%', '70%'],
center: ['65%', '50%'],
avoidLabelOverlap: false,
itemStyle: {
borderRadius: 10,
borderColor: '#020414',
borderWidth: 2
},
label: { show: false, position: 'center' },
emphasis: {
label: { show: true, fontSize: '20', fontWeight: 'bold', color: '#fff' }
},
labelLine: { show: false },
data: categoryChartData
}],
color: ['#5470c6', '#91cc75', '#fac858', '#ee6666', '#73c0de', '#3ba272', '#fc8452', '#9a60b4', '#ea7ccc']
};
categoryChart.setOption(categoryChartOption);
window.addEventListener('resize', function () {
riseChart.resize();
categoryChart.resize();
});
});
</script>
</body>
</html>