709 lines
36 KiB
HTML
709 lines
36 KiB
HTML
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<!DOCTYPE html>
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<title>MCP概念分析报告</title>
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</head>
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<body class="min-h-screen p-4 md:p-8">
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<div class="max-w-7xl mx-auto">
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<!-- 标题部分 -->
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<div class="text-center mb-10">
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<h1 class="text-4xl md:text-5xl font-bold gradient-text mb-4">MCP概念分析报告</h1>
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<p class="text-lg text-gray-600 max-w-3xl mx-auto">Model Context Protocol - AI时代的"USB-C接口"，正在重塑人工智能应用生态</p>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="card rounded-2xl p-6 mb-8 hover-scale">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-timeline mr-3 text-blue-500"></i>概念事件时间轴
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</h2>
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<div class="relative">
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<div class="timeline-line hidden md:block"></div>
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<div class="space-y-6">
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<div class="flex flex-col md:flex-row items-start">
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<div class="md:w-1/2 md:pr-8 md:text-right pb-4 md:pb-0">
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<div class="timeline-dot hidden md:block"></div>
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<h3 class="font-semibold text-lg text-gray-800">2024-11-25</h3>
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<p class="text-gray-600">Anthropic开源MCP，定位为"AI的USB-C接口"</p>
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<p class="text-sm text-gray-500 mt-1">来源：中信证券、华泰、天风研报</p>
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</div>
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<div class="md:w-1/2 md:pl-8 pt-4 md:pt-0 border-t md:border-t-0 md:border-l border-gray-200">
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<div class="bg-blue-50 p-4 rounded-lg">
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<p class="text-sm text-blue-800">MCP协议首次亮相，为AI与工具的连接提供标准化接口</p>
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</div>
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</div>
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</div>
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<div class="flex flex-col md:flex-row items-start">
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<div class="md:w-1/2 md:pr-8 md:text-right pb-4 md:pb-0 order-2 md:order-1">
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<div class="timeline-dot hidden md:block"></div>
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<h3 class="font-semibold text-lg text-gray-800">2025-03-27</h3>
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<p class="text-gray-600">Sam Altman宣布OpenAI全线支持MCP</p>
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<p class="text-sm text-gray-500 mt-1">来源：路演纪要</p>
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</div>
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<div class="md:w-1/2 md:pl-8 pt-4 md:pt-0 border-t md:border-t-0 md:border-l border-gray-200 order-1 md:order-2">
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<div class="bg-green-50 p-4 rounded-lg">
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<p class="text-sm text-green-800">OpenAI加入MCP生态，Google发布互补协议A2A</p>
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</div>
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</div>
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</div>
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<div class="flex flex-col md:flex-row items-start">
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<div class="md:w-1/2 md:pr-8 md:text-right pb-4 md:pb-0">
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<div class="timeline-dot hidden md:block"></div>
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<h3 class="font-semibold text-lg text-gray-800">2025-04-09</h3>
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<p class="text-gray-600">阿里云百炼上线首个全生命周期MCP服务</p>
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<p class="text-sm text-gray-500 mt-1">来源：阿里云官方</p>
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</div>
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<div class="md:w-1/2 md:pl-8 pt-4 md:pt-0 border-t md:border-t-0 md:border-l border-gray-200">
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<div class="bg-purple-50 p-4 rounded-lg">
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<p class="text-sm text-purple-800">5分钟搭建Agent，大幅降低开发门槛</p>
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</div>
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</div>
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</div>
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<div class="flex flex-col md:flex-row items-start">
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<div class="md:w-1/2 md:pr-8 md:text-right pb-4 md:pb-0 order-2 md:order-1">
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<div class="timeline-dot hidden md:block"></div>
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<h3 class="font-semibold text-lg text-gray-800">2025-04-15</h3>
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<p class="text-gray-600">魔搭社区MCP广场上线，1,485个MCP Server首发</p>
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<p class="text-sm text-gray-500 mt-1">来源：36氪</p>
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</div>
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<div class="md:w-1/2 md:pl-8 pt-4 md:pt-0 border-t md:border-t-0 md:border-l border-gray-200 order-1 md:order-2">
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<div class="bg-yellow-50 p-4 rounded-lg">
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<p class="text-sm text-yellow-800">支付宝/高德/Notion等主流应用接入</p>
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</div>
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</div>
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</div>
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<div class="flex flex-col md:flex-row items-start">
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<div class="md:w-1/2 md:pr-8 md:text-right pb-4 md:pb-0">
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<div class="timeline-dot hidden md:block"></div>
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<h3 class="font-semibold text-lg text-gray-800">2025-04-17</h3>
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<p class="text-gray-600">字节Trae CN IDE、MiniMax、百度App Builder等宣布支持MCP</p>
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<p class="text-sm text-gray-500 mt-1">来源：路演纪要</p>
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</div>
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<div class="md:w-1/2 md:pl-8 pt-4 md:pt-0 border-t md:border-t-0 md:border-l border-gray-200">
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<div class="bg-red-50 p-4 rounded-lg">
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<p class="text-sm text-red-800">国内科技巨头集体入局，生态快速扩张</p>
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</div>
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</div>
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</div>
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<div class="flex flex-col md:flex-row items-start">
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<div class="md:w-1/2 md:pr-8 md:text-right pb-4 md:pb-0 order-2 md:order-1">
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<div class="timeline-dot hidden md:block"></div>
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<h3 class="font-semibold text-lg text-gray-800">2025-04-21</h3>
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<p class="text-gray-600">腾讯元宝、扣子空间、360纳米AI更新MCP能力</p>
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<p class="text-sm text-gray-500 mt-1">来源：路演纪要</p>
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</div>
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<div class="md:w-1/2 md:pl-8 pt-4 md:pt-0 border-t md:border-t-0 md:border-l border-gray-200 order-1 md:order-2">
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<div class="bg-indigo-50 p-4 rounded-lg">
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<p class="text-sm text-indigo-800">头部企业全面布局，MCP生态日趋完善</p>
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</div>
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</div>
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</div>
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<div class="flex flex-col md:flex-row items-start">
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<div class="md:w-1/2 md:pr-8 md:text-right pb-4 md:pb-0">
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<div class="timeline-dot hidden md:block"></div>
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<h3 class="font-semibold text-lg text-gray-800">2025-06-13</h3>
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<p class="text-gray-600">百度搜索MCP广场收录1.6万Server，成国内最大导航站</p>
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<p class="text-sm text-gray-500 mt-1">来源：百度官方</p>
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</div>
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<div class="md:w-1/2 md:pl-8 pt-4 md:pt-0 border-t md:border-t-0 md:border-l border-gray-200">
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<div class="bg-teal-50 p-4 rounded-lg">
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<p class="text-sm text-teal-800">MCP生态爆发式增长，开发者社区活跃</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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</div>
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<!-- 核心观点摘要 -->
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<div class="card rounded-2xl p-6 mb-8 hover-scale">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-lightbulb mr-3 text-yellow-500"></i>核心观点摘要
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-gradient-to-br from-blue-50 to-blue-100 p-6 rounded-xl border border-blue-200">
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<div class="text-blue-600 text-3xl mb-4">
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<i class="fas fa-chart-line"></i>
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</div>
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<h3 class="font-bold text-lg text-gray-800 mb-2">阶段判断</h3>
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<p class="text-gray-700">MCP正处于"协议红利期"的早期爆发阶段，类比2010年移动互联网的TCP/IP时刻。</p>
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</div>
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<div class="bg-gradient-to-br from-green-50 to-green-100 p-6 rounded-xl border border-green-200">
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<div class="text-green-600 text-3xl mb-4">
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<i class="fas fa-rocket"></i>
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</div>
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<h3 class="font-bold text-lg text-gray-800 mb-2">核心驱动力</h3>
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<p class="text-gray-700">巨头生态卡位战（阿里/腾讯/字节/百度/360）+ 开发者降本增效刚需（将N×M次API对接简化为N+M次）。</p>
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</div>
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<div class="bg-gradient-to-br from-purple-50 to-purple-100 p-6 rounded-xl border border-purple-200">
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<div class="text-purple-600 text-3xl mb-4">
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<i class="fas fa-globe"></i>
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</div>
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<h3 class="font-bold text-lg text-gray-800 mb-2">未来潜力</h3>
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<p class="text-gray-700">若2025年Agent应用渗透率突破10%，MCP将成为AI时代的"HTTP协议"，市场规模或达千亿级（基于API调用费+平台抽成）。</p>
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</div>
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</div>
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</div>
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<!-- 概念核心逻辑与市场认知分析 -->
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<div class="card rounded-2xl p-6 mb-8 hover-scale">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-brain mr-3 text-purple-500"></i>概念核心逻辑与市场认知分析
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold text-gray-800 mb-4">核心驱动力拆解</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-white rounded-lg overflow-hidden">
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<thead class="bg-gray-100">
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<tr>
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<th class="py-3 px-4 text-left text-gray-700 font-semibold">维度</th>
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<th class="py-3 px-4 text-left text-gray-700 font-semibold">具体逻辑</th>
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<th class="py-3 px-4 text-left text-gray-700 font-semibold">数据支撑</th>
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</tr>
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</thead>
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<tbody class="divide-y divide-gray-200">
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<tr>
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<td class="py-3 px-4 font-medium text-gray-800">技术突破</td>
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<td class="py-3 px-4 text-gray-700">MCP将LLM与工具的"硬编码"变为"即插即用"</td>
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<td class="py-3 px-4 text-gray-700">传统100个Agent×100个工具需1万次开发，MCP仅需200次配置（中信证券）</td>
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</tr>
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<tr>
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<td class="py-3 px-4 font-medium text-gray-800">成本拐点</td>
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<td class="py-3 px-4 text-gray-700">阿里云百炼实测：5分钟完成Agent搭建，Token成本降低50%</td>
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<td class="py-3 px-4 text-gray-700">路演纪要</td>
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</tr>
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<tr>
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<td class="py-3 px-4 font-medium text-gray-800">生态杠杆</td>
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<td class="py-3 px-4 text-gray-700">巨头用MCP绑定开发者</td>
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<td class="py-3 px-4 text-gray-700">魔搭1,485个Server、百度1.6万Server（36氪、百度官方）</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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<div class="mb-8">
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<h3 class="text-xl font-semibold text-gray-800 mb-4">市场热度与情绪</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="bg-yellow-50 p-5 rounded-lg border border-yellow-200">
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<h4 class="font-semibold text-gray-800 mb-3 flex items-center">
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<i class="fas fa-newspaper mr-2 text-yellow-600"></i>研报密度
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</h4>
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<p class="text-gray-700">4月15-28日12篇头部券商（中信/华泰/天风/申万）集中覆盖，关键词"AI时代的TCP/IP"。</p>
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</div>
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<div class="bg-green-50 p-5 rounded-lg border border-green-200">
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<h4 class="font-semibold text-gray-800 mb-3 flex items-center">
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<i class="fas fa-chart-bar mr-2 text-green-600"></i>情绪指标
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</h4>
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<ul class="space-y-2 text-gray-700">
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<li><span class="font-medium">乐观：</span>合合信息30%涨幅（底部推荐+MCP预期）</li>
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<li><span class="font-medium">分歧：</span>路演显示千问2.5多任务调用错误率>30%（阿里工程师承认需千问3优化）</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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<div>
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<h3 class="text-xl font-semibold text-gray-800 mb-4">预期差分析</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-white rounded-lg overflow-hidden">
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<thead class="bg-gray-100">
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<tr>
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<th class="py-3 px-4 text-left text-gray-700 font-semibold">市场共识</th>
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<th class="py-3 px-4 text-left text-gray-700 font-semibold">路演验证</th>
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<th class="py-3 px-4 text-left text-gray-700 font-semibold">预期差</th>
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</tr>
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</thead>
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<tbody class="divide-y divide-gray-200">
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<tr>
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<td class="py-3 px-4 text-gray-700">MCP已成熟商用</td>
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<td class="py-3 px-4 text-gray-700">实际本地化功能受限（如文件管理需翻墙）</td>
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<td class="py-3 px-4 text-red-600 font-medium">技术落地慢于预期</td>
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</tr>
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<tr>
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<td class="py-3 px-4 text-gray-700">所有API都能接入</td>
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<td class="py-3 px-4 text-gray-700">腾讯仅支持自有生态（微信地图可用，高德被屏蔽）</td>
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<td class="py-3 px-4 text-red-600 font-medium">生态割裂风险</td>
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</tr>
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<tr>
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<td class="py-3 px-4 text-gray-700">算力需求线性增长</td>
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<td class="py-3 px-4 text-gray-700">路演披露复杂任务Token消耗达94万/次（意大利旅行案例）</td>
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<td class="py-3 px-4 text-red-600 font-medium">成本可能指数级上升</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="card rounded-2xl p-6 mb-8 hover-scale">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-fire mr-3 text-red-500"></i>关键催化剂与未来发展路径
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold text-gray-800 mb-4">近期催化剂（3-6个月）</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-blue-50 p-5 rounded-lg border border-blue-200">
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<div class="text-blue-600 text-2xl mb-3">
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<i class="fas fa-calendar-alt"></i>
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</div>
|
||
<h4 class="font-semibold text-gray-800 mb-2">千问3发布</h4>
|
||
<p class="text-sm text-gray-600 mb-2">2025年5月（路演确认）</p>
|
||
<p class="text-gray-700">解决多任务调用错误率，推动B端Agent落地</p>
|
||
</div>
|
||
|
||
<div class="bg-green-50 p-5 rounded-lg border border-green-200">
|
||
<div class="text-green-600 text-2xl mb-3">
|
||
<i class="fab fa-weixin"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-gray-800 mb-2">腾讯微信Agent入口</h4>
|
||
<p class="text-sm text-gray-600 mb-2">2025年Q3（路演预期）</p>
|
||
<p class="text-gray-700">10亿DAU流量导入，C端MCP需求爆发</p>
|
||
</div>
|
||
|
||
<div class="bg-purple-50 p-5 rounded-lg border border-purple-200">
|
||
<div class="text-purple-600 text-2xl mb-3">
|
||
<i class="fas fa-bolt"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-gray-800 mb-2">国家电网MCP招标</h4>
|
||
<p class="text-sm text-gray-600 mb-2">2025年Q2（天风路演）</p>
|
||
<p class="text-gray-700">央国企预算释放，亚信科技/海光信息订单验证</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">长期路径（2025-2027）</h3>
|
||
<div class="bg-gray-50 p-6 rounded-lg">
|
||
<div class="mermaid" id="mermaid-diagram">
|
||
graph TD
|
||
A[2025:协议红利期] --> B[2026:工具平权期]
|
||
B --> C[2027:生态垄断期]
|
||
A --> D[开发者涌入: MCP Server>10万]
|
||
B --> E[头部平台抽成30%（类似App Store）]
|
||
C --> F[3-5家巨头控制90%流量入口]
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司深度剖析 -->
|
||
<div class="card rounded-2xl p-6 mb-8 hover-scale">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-sitemap mr-3 text-indigo-500"></i>产业链与核心公司深度剖析
|
||
</h2>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">产业链图谱</h3>
|
||
<div class="bg-gray-50 p-6 rounded-lg">
|
||
<div class="mermaid" id="mermaid-industry">
|
||
graph LR
|
||
上游[模型层] --> 中游[协议层] --> 下游[应用层]
|
||
上游 --> 阿里/腾讯/字节/百度
|
||
中游 --> MCP Server托管（阿里云百炼/腾讯云/360）
|
||
下游 --> 办公(金山办公) / ERP(用友/金蝶) / 支付(支付宝) / 地图(高德)
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-gray-100">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">公司</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">角色</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">进展</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">风险</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">阿里巴巴</td>
|
||
<td class="py-3 px-4 text-gray-700">生态主导者</td>
|
||
<td class="py-3 px-4 text-gray-700">百炼平台50+Server、魔搭1,485Server</td>
|
||
<td class="py-3 px-4 text-red-600">千问3延迟发布</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">腾讯</td>
|
||
<td class="py-3 px-4 text-gray-700">流量入口</td>
|
||
<td class="py-3 px-4 text-gray-700">微信/元宝10亿DAU待激活</td>
|
||
<td class="py-3 px-4 text-red-600">生态封闭（仅支持腾讯系）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">字节跳动</td>
|
||
<td class="py-3 px-4 text-gray-700">开发者工具</td>
|
||
<td class="py-3 px-4 text-gray-700">Trae CN IDE 84个MCP内测</td>
|
||
<td class="py-3 px-4 text-red-600">扣子空间服务器多次崩溃（路演反馈）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">360</td>
|
||
<td class="py-3 px-4 text-gray-700">全链条布局</td>
|
||
<td class="py-3 px-4 text-gray-700">纳米AI 110+工具+安全网关</td>
|
||
<td class="py-3 px-4 text-red-600">商业化路径不清晰</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">合合信息</td>
|
||
<td class="py-3 px-4 text-gray-700">API工具商</td>
|
||
<td class="py-3 px-4 text-gray-700">TextIn 2.0可接入MCP</td>
|
||
<td class="py-3 px-4 text-red-600">需验证调用频次</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">验证与证伪</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-green-50 p-5 rounded-lg border border-green-200">
|
||
<h4 class="font-semibold text-gray-800 mb-3 flex items-center">
|
||
<i class="fas fa-check-circle mr-2 text-green-600"></i>证真
|
||
</h4>
|
||
<p class="text-gray-700">支付宝MCP Server已支持真实支付场景（路演演示完成1元转账）。</p>
|
||
</div>
|
||
|
||
<div class="bg-red-50 p-5 rounded-lg border border-red-200">
|
||
<h4 class="font-semibold text-gray-800 mb-3 flex items-center">
|
||
<i class="fas fa-times-circle mr-2 text-red-600"></i>证伪
|
||
</h4>
|
||
<p class="text-gray-700">路演显示MiniMax语音生成MCP存在文件保存失败（虚假响应），需人工修正。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card rounded-2xl p-6 mb-8 hover-scale">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3 text-orange-500"></i>潜在风险与挑战
|
||
</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-gray-100">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">风险类型</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">具体表现</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">数据支撑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">技术瓶颈</td>
|
||
<td class="py-3 px-4 text-gray-700">多任务调用错误率>30%（千问2.5）</td>
|
||
<td class="py-3 px-4 text-gray-700">阿里路演纪要</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">商业化</td>
|
||
<td class="py-3 px-4 text-gray-700">复杂任务Token成本>100美元/次（意大利旅行案例）</td>
|
||
<td class="py-3 px-4 text-gray-700">中泰传媒路演</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">政策风险</td>
|
||
<td class="py-3 px-4 text-gray-700">本地化功能需翻墙（如文件系统访问）</td>
|
||
<td class="py-3 px-4 text-gray-700">华泰路演</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">竞争风险</td>
|
||
<td class="py-3 px-4 text-gray-700">Google A2A协议与MCP直接竞争</td>
|
||
<td class="py-3 px-4 text-gray-700">谷歌官方公告</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card rounded-2xl p-6 mb-8 hover-scale">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-flag-checkered mr-3 text-teal-500"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<div class="bg-gradient-to-r from-blue-50 to-indigo-50 p-6 rounded-xl border border-blue-200">
|
||
<h3 class="font-bold text-lg text-gray-800 mb-3">阶段判断</h3>
|
||
<p class="text-gray-700">MCP处于主题炒作向基本面过渡阶段，类似2023年初的ChatGPT插件。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">高价值细分</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="bg-white p-5 rounded-lg border border-gray-200 shadow-sm">
|
||
<div class="text-blue-600 text-3xl mb-3">
|
||
<i class="fas fa-tools"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-gray-800 mb-2">工具API商</h4>
|
||
<p class="text-sm text-gray-600 mb-2">合合信息/福昕软件</p>
|
||
<p class="text-gray-700">轻资产+高毛利，直接受益于调用量增长。</p>
|
||
</div>
|
||
|
||
<div class="bg-white p-5 rounded-lg border border-gray-200 shadow-sm">
|
||
<div class="text-green-600 text-3xl mb-3">
|
||
<i class="fas fa-cloud"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-gray-800 mb-2">云托管平台</h4>
|
||
<p class="text-sm text-gray-600 mb-2">阿里云/腾讯云</p>
|
||
<p class="text-gray-700">抽成模式清晰，类似"AI App Store"。</p>
|
||
</div>
|
||
|
||
<div class="bg-white p-5 rounded-lg border border-gray-200 shadow-sm">
|
||
<div class="text-purple-600 text-3xl mb-3">
|
||
<i class="fas fa-building"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-gray-800 mb-2">央国企集成商</h4>
|
||
<p class="text-sm text-gray-600 mb-2">亚信科技/海光信息</p>
|
||
<p class="text-gray-700">订单确定性高（国家电网/银行招标）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">关键跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-yellow-50 p-4 rounded-lg border border-yellow-200">
|
||
<h4 class="font-semibold text-gray-800 mb-2">MCP Server数量</h4>
|
||
<p class="text-gray-700">每月增速>50%（当前1.6万→年底或破5万）</p>
|
||
</div>
|
||
|
||
<div class="bg-blue-50 p-4 rounded-lg border border-blue-200">
|
||
<h4 class="font-semibold text-gray-800 mb-2">Token消耗占比</h4>
|
||
<p class="text-gray-700">阿里千问7万亿/日中MCP调用占比（当前<5%）</p>
|
||
</div>
|
||
|
||
<div class="bg-green-50 p-4 rounded-lg border border-green-200">
|
||
<h4 class="font-semibold text-gray-800 mb-2">标杆订单</h4>
|
||
<p class="text-gray-700">Q2国家电网MCP框架采购金额（预期>10亿元）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 bg-red-50 p-4 rounded-lg border border-red-200">
|
||
<p class="text-red-800 font-medium">
|
||
<i class="fas fa-exclamation-circle mr-2"></i>风险提示：若千问3发布延迟或腾讯微信入口跳票，板块或面临30%以上回撤。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="card rounded-2xl p-6 hover-scale">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-chart-line mr-3 text-green-500"></i>关联股票
|
||
</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-gray-100">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">项目</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">行业</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">产业链</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">应用场景</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">东方材料</td>
|
||
<td class="py-3 px-4 text-gray-700">MCP服务</td>
|
||
<td class="py-3 px-4 text-gray-700">技术协议</td>
|
||
<td class="py-3 px-4 text-gray-700">子公司合作</td>
|
||
<td class="py-3 px-4 text-gray-700">-</td>
|
||
<td class="py-3 px-4 text-gray-700">子公司东方超算官微发布全新MCP服务，与全球领先技术协议'接轨'</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">恒锋信息</td>
|
||
<td class="py-3 px-4 text-gray-700">MCP技术应用</td>
|
||
<td class="py-3 px-4 text-gray-700">公共安全</td>
|
||
<td class="py-3 px-4 text-gray-700">智能化升级</td>
|
||
<td class="py-3 px-4 text-gray-700">-</td>
|
||
<td class="py-3 px-4 text-gray-700">公司在公共安全领域的三大场景使用MCP技术实现了智能化升级</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">汉得信息</td>
|
||
<td class="py-3 px-4 text-gray-700">灵臻AI中台1.6版</td>
|
||
<td class="py-3 px-4 text-gray-700">AI技术</td>
|
||
<td class="py-3 px-4 text-gray-700">产品发布</td>
|
||
<td class="py-3 px-4 text-gray-700">-</td>
|
||
<td class="py-3 px-4 text-gray-700">汉得灵臻AI中台1.6版即将发布，全面支持MCP</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">石基信息</td>
|
||
<td class="py-3 px-4 text-gray-700">MCP协议</td>
|
||
<td class="py-3 px-4 text-gray-700">智能客服、需求预测</td>
|
||
<td class="py-3 px-4 text-gray-700">跨应用服务协同</td>
|
||
<td class="py-3 px-4 text-gray-700">酒店业Agent</td>
|
||
<td class="py-3 px-4 text-gray-700">MCP协议下公司平台可高效整合智能客服、需求预测等AI工具，实现跨应用服务协同，成为酒店业Agent落地的核心载体</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">合合信息</td>
|
||
<td class="py-3 px-4 text-gray-700">TextIn大模型加速器2.0</td>
|
||
<td class="py-3 px-4 text-gray-700">文档/图像处理</td>
|
||
<td class="py-3 px-4 text-gray-700">API工具</td>
|
||
<td class="py-3 px-4 text-gray-700">MCP服务接入</td>
|
||
<td class="py-3 px-4 text-gray-700">MCP服务的潜在接入者，TextIn'大模型加速器2.0'包括大量可通过API调用的文档/图像处理工具，包括通用识别、票据识别、文档转换等功能</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">福昕软件</td>
|
||
<td class="py-3 px-4 text-gray-700">PDF技术</td>
|
||
<td class="py-3 px-4 text-gray-700">大模型agent</td>
|
||
<td class="py-3 px-4 text-gray-700">技术整合</td>
|
||
<td class="py-3 px-4 text-gray-700">MCP服务接入</td>
|
||
<td class="py-3 px-4 text-gray-700">MCP服务的潜在接入者，PDF作为通用技术，大幅受益于大模型agent构建</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">卓易信息</td>
|
||
<td class="py-3 px-4 text-gray-700">SnapDevelop</td>
|
||
<td class="py-3 px-4 text-gray-700">低代码IDE</td>
|
||
<td class="py-3 px-4 text-gray-700">企业系统对接</td>
|
||
<td class="py-3 px-4 text-gray-700">云平台</td>
|
||
<td class="py-3 px-4 text-gray-700">卓易云平台基于MCP标准打造的低代码IDE SnapDevelop，已实现与30+企业系统的无缝对接</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">利欧股份</td>
|
||
<td class="py-3 px-4 text-gray-700">MCP服务</td>
|
||
<td class="py-3 px-4 text-gray-700">广告行业</td>
|
||
<td class="py-3 px-4 text-gray-700">API工具</td>
|
||
<td class="py-3 px-4 text-gray-700">-</td>
|
||
<td class="py-3 px-4 text-gray-700">2025年4月18日盘中官微，利欧数字发布广告行业首个MCP服务，正式宣布旗下开放API服务工具支持MCP协议</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">南兴股份</td>
|
||
<td class="py-3 px-4 text-gray-700">智能体技术</td>
|
||
<td class="py-3 px-4 text-gray-700">云计算</td>
|
||
<td class="py-3 px-4 text-gray-700">API应用</td>
|
||
<td class="py-3 px-4 text-gray-700">-</td>
|
||
<td class="py-3 px-4 text-gray-700">公司作为阿里云核心合作伙伴，其智能体技术与API应用能力有望深度融入MCP生态，抢占先机</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">金桥信息</td>
|
||
<td class="py-3 px-4 text-gray-700">AI教学分析、AI教学助手等</td>
|
||
<td class="py-3 px-4 text-gray-700">教育科技</td>
|
||
<td class="py-3 px-4 text-gray-700">数字化转型</td>
|
||
<td class="py-3 px-4 text-gray-700">教学场景</td>
|
||
<td class="py-3 px-4 text-gray-700">公司教育客户涵盖商学学院、高校、职业院校、党校、部队院校及企业内培中心等。在AI教学分析、AI教学助手、声音大脑、机器视觉、智能控制等领域，进一步推进教学场景和教学空间的数字化转型。或可应用MCP赋能</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">税友科技</td>
|
||
<td class="py-3 px-4 text-gray-700">财税大模型</td>
|
||
<td class="py-3 px-4 text-gray-700">财税科技</td>
|
||
<td class="py-3 px-4 text-gray-700">知识理解、方案生成等</td>
|
||
<td class="py-3 px-4 text-gray-700">Agent/Copilot</td>
|
||
<td class="py-3 px-4 text-gray-700">目前打造的财税大模型，深度整合MCP打造财税知识理解、方案生成、业务规划、决策建议和辅助执行等Agent/Copilot应用层</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-800">卓易信息</td>
|
||
<td class="py-3 px-4 text-gray-700">EazyDevelop</td>
|
||
<td class="py-3 px-4 text-gray-700">编程工具</td>
|
||
<td class="py-3 px-4 text-gray-700">代码类MCP工具</td>
|
||
<td class="py-3 px-4 text-gray-700">开发支持</td>
|
||
<td class="py-3 px-4 text-gray-700">EazyDevelop产品完全支持MCP调用，其中重点支持代码类的MCP工具，比如读写文件、命令行</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化Mermaid图表
|
||
mermaid.initialize({ startOnLoad: true });
|
||
|
||
// 添加页面加载动画
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
const cards = document.querySelectorAll('.card');
|
||
cards.forEach((card, index) => {
|
||
setTimeout(() => {
|
||
card.style.opacity = '0';
|
||
card.style.transform = 'translateY(20px)';
|
||
card.style.transition = 'opacity 0.5s ease, transform 0.5s ease';
|
||
|
||
setTimeout(() => {
|
||
card.style.opacity = '1';
|
||
card.style.transform = 'translateY(0)';
|
||
}, 100);
|
||
}, index * 100);
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |