583 lines
24 KiB
HTML
583 lines
24 KiB
HTML
|
||
<!DOCTYPE html>
|
||
<html lang="zh-CN">
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>华为AI存储概念分析</title>
|
||
<link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
|
||
<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.10.0/font/bootstrap-icons.css">
|
||
<style>
|
||
:root {
|
||
--primary-color: #1a73e8;
|
||
--secondary-color: #34a853;
|
||
--accent-color: #ea4335;
|
||
--light-bg: #f8f9fa;
|
||
--dark-text: #202124;
|
||
}
|
||
|
||
body {
|
||
font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Arial, sans-serif;
|
||
color: var(--dark-text);
|
||
background-color: var(--light-bg);
|
||
}
|
||
|
||
.hero-section {
|
||
background: linear-gradient(135deg, #1a73e8 0%, #0d47a1 100%);
|
||
color: white;
|
||
padding: 3rem 0;
|
||
margin-bottom: 2rem;
|
||
box-shadow: 0 4px 12px rgba(0, 0, 0, 0.1);
|
||
}
|
||
|
||
.hero-section h1 {
|
||
font-weight: 700;
|
||
margin-bottom: 1rem;
|
||
}
|
||
|
||
.hero-section p {
|
||
font-size: 1.1rem;
|
||
opacity: 0.9;
|
||
}
|
||
|
||
.section-card {
|
||
background-color: white;
|
||
border-radius: 12px;
|
||
box-shadow: 0 2px 8px rgba(0, 0, 0, 0.08);
|
||
padding: 1.5rem;
|
||
margin-bottom: 2rem;
|
||
transition: transform 0.3s ease, box-shadow 0.3s ease;
|
||
}
|
||
|
||
.section-card:hover {
|
||
transform: translateY(-5px);
|
||
box-shadow: 0 8px 16px rgba(0, 0, 0, 0.12);
|
||
}
|
||
|
||
.section-title {
|
||
font-size: 1.5rem;
|
||
font-weight: 600;
|
||
margin-bottom: 1rem;
|
||
color: var(--primary-color);
|
||
display: flex;
|
||
align-items: center;
|
||
gap: 0.5rem;
|
||
}
|
||
|
||
.table-container {
|
||
overflow-x: auto;
|
||
margin-bottom: 2rem;
|
||
}
|
||
|
||
.custom-table {
|
||
width: 100%;
|
||
border-collapse: separate;
|
||
border-spacing: 0;
|
||
border-radius: 8px;
|
||
overflow: hidden;
|
||
}
|
||
|
||
.custom-table thead th {
|
||
background-color: var(--primary-color);
|
||
color: white;
|
||
font-weight: 600;
|
||
text-align: left;
|
||
padding: 12px 15px;
|
||
}
|
||
|
||
.custom-table tbody tr:nth-child(even) {
|
||
background-color: #f5f5f5;
|
||
}
|
||
|
||
.custom-table tbody tr:hover {
|
||
background-color: #e8f0fe;
|
||
}
|
||
|
||
.custom-table td {
|
||
padding: 12px 15px;
|
||
border-top: 1px solid #e0e0e0;
|
||
}
|
||
|
||
.category-badge {
|
||
display: inline-block;
|
||
padding: 0.25rem 0.75rem;
|
||
border-radius: 20px;
|
||
font-size: 0.85rem;
|
||
font-weight: 500;
|
||
margin-bottom: 0.5rem;
|
||
}
|
||
|
||
.badge-huawei {
|
||
background-color: #e3f2fd;
|
||
color: #0d47a1;
|
||
}
|
||
|
||
.badge-agent {
|
||
background-color: #e8f5e9;
|
||
color: #2e7d32;
|
||
}
|
||
|
||
.badge-product {
|
||
background-color: #fff3e0;
|
||
color: #e65100;
|
||
}
|
||
|
||
.badge-chip {
|
||
background-color: #f3e5f5;
|
||
color: #6a1b9a;
|
||
}
|
||
|
||
.badge-interconnect {
|
||
background-color: #e0f7fa;
|
||
color: #006064;
|
||
}
|
||
|
||
.insight-point {
|
||
display: flex;
|
||
align-items: flex-start;
|
||
margin-bottom: 1rem;
|
||
}
|
||
|
||
.insight-point i {
|
||
color: var(--primary-color);
|
||
margin-right: 0.75rem;
|
||
margin-top: 0.25rem;
|
||
}
|
||
|
||
.company-logo {
|
||
width: 32px;
|
||
height: 32px;
|
||
border-radius: 50%;
|
||
background-color: #e0e0e0;
|
||
display: flex;
|
||
align-items: center;
|
||
justify-content: center;
|
||
margin-right: 12px;
|
||
font-weight: bold;
|
||
color: #616161;
|
||
}
|
||
|
||
.stat-card {
|
||
background-color: white;
|
||
border-radius: 8px;
|
||
padding: 1.25rem;
|
||
text-align: center;
|
||
box-shadow: 0 2px 4px rgba(0, 0, 0, 0.05);
|
||
margin-bottom: 1rem;
|
||
transition: transform 0.2s ease;
|
||
}
|
||
|
||
.stat-card:hover {
|
||
transform: translateY(-3px);
|
||
}
|
||
|
||
.stat-value {
|
||
font-size: 2rem;
|
||
font-weight: 700;
|
||
color: var(--primary-color);
|
||
}
|
||
|
||
.stat-label {
|
||
font-size: 0.9rem;
|
||
color: #5f6368;
|
||
margin-top: 0.25rem;
|
||
}
|
||
|
||
@media (max-width: 768px) {
|
||
.hero-section {
|
||
padding: 2rem 0;
|
||
}
|
||
|
||
.section-card {
|
||
padding: 1rem;
|
||
}
|
||
|
||
.custom-table {
|
||
font-size: 0.9rem;
|
||
}
|
||
|
||
.custom-table thead th,
|
||
.custom-table td {
|
||
padding: 8px 10px;
|
||
}
|
||
}
|
||
</style>
|
||
</head>
|
||
<body>
|
||
<div class="hero-section">
|
||
<div class="container">
|
||
<div class="row align-items-center">
|
||
<div class="col-lg-8">
|
||
<h1>华为AI存储概念分析</h1>
|
||
<p>华为AI存储是华为在人工智能时代布局的关键技术领域，通过整合高性能存储硬件与智能存储管理软件，为AI计算场景提供高效、可靠的数据存储解决方案。随着AI应用对数据处理需求的不断增长，华为AI存储产业链正迎来重要发展机遇。</p>
|
||
</div>
|
||
<div class="col-lg-4 text-lg-end">
|
||
<div class="d-flex justify-content-lg-end justify-content-start mt-3 mt-lg-0">
|
||
<div class="stat-card mx-2">
|
||
<div class="stat-value">18</div>
|
||
<div class="stat-label">相关公司</div>
|
||
</div>
|
||
<div class="stat-card mx-2">
|
||
<div class="stat-value">5</div>
|
||
<div class="stat-label">产业链分类</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="container">
|
||
<div class="section-card">
|
||
<h2 class="section-title">
|
||
<i class="bi bi-lightbulb"></i>
|
||
概念解读
|
||
</h2>
|
||
<div class="row">
|
||
<div class="col-md-6">
|
||
<div class="insight-point">
|
||
<i class="bi bi-arrow-right-circle"></i>
|
||
<div>
|
||
<strong>技术驱动</strong>：华为AI存储结合高性能全闪存存储、智能数据管理与AI优化算法，满足AI训练与推理场景中海量数据的高效存储与访问需求。
|
||
</div>
|
||
</div>
|
||
<div class="insight-point">
|
||
<i class="bi bi-arrow-right-circle"></i>
|
||
<div>
|
||
<strong>市场机遇</strong>：随着AI模型规模持续扩大，对存储容量、性能与可靠性的需求不断提升，推动AI存储市场快速增长。
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<div class="insight-point">
|
||
<i class="bi bi-arrow-right-circle"></i>
|
||
<div>
|
||
<strong>产业链布局</strong>：华为AI存储产业链涵盖存储硬件（SSD、主控芯片）、存储软件、存储代理及集成服务等多个环节。
|
||
</div>
|
||
</div>
|
||
<div class="insight-point">
|
||
<i class="bi bi-arrow-right-circle"></i>
|
||
<div>
|
||
<strong>生态合作</strong>：华为与多家企业建立深度合作关系，共同打造AI存储生态体系，推动技术创新与应用落地。
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="section-card">
|
||
<h2 class="section-title">
|
||
<i class="bi bi-diagram-3"></i>
|
||
产业链分类
|
||
</h2>
|
||
<div class="row mb-4">
|
||
<div class="col-md-4 col-6 mb-3">
|
||
<div class="category-badge badge-huawei">华为存储</div>
|
||
<p class="small text-muted">与华为存储直接合作的公司，提供存储技术或产品集成</p>
|
||
</div>
|
||
<div class="col-md-4 col-6 mb-3">
|
||
<div class="category-badge badge-agent">存储代理</div>
|
||
<p class="small text-muted">华为存储产品的授权经销商或服务商</p>
|
||
</div>
|
||
<div class="col-md-4 col-6 mb-3">
|
||
<div class="category-badge badge-product">产品</div>
|
||
<p class="small text-muted">提供企业级存储产品及相关解决方案</p>
|
||
</div>
|
||
<div class="col-md-4 col-6 mb-3">
|
||
<div class="category-badge badge-chip">主控芯片</div>
|
||
<p class="small text-muted">固态硬盘主控芯片设计及制造商</p>
|
||
</div>
|
||
<div class="col-md-4 col-6 mb-3">
|
||
<div class="category-badge badge-interconnect">互连芯片</div>
|
||
<p class="small text-muted">提供高速互连芯片，提升存储系统性能</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="section-card">
|
||
<h2 class="section-title">
|
||
<i class="bi bi-table"></i>
|
||
相关公司股票数据
|
||
</h2>
|
||
|
||
<h3 class="h5 mb-3">华为存储</h3>
|
||
<div class="table-container">
|
||
<table class="custom-table table">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>项目</th>
|
||
<th>产业链</th>
|
||
<th>来源</th>
|
||
<th>合作原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><div class="d-flex align-items-center"><div class="company-logo">易</div>易华录</div></td>
|
||
<td>OceanStor分布式存储</td>
|
||
<td>蓝光存储</td>
|
||
<td>互动</td>
|
||
<td>华为在OceanStor分布式存储中集成公司的蓝光存储</td>
|
||
</tr>
|
||
<tr>
|
||
<td><div class="d-flex align-items-center"><div class="company-logo">天</div>天源迪科</div></td>
|
||
<td>OceanStor存储产品</td>
|
||
<td>存储代理</td>
|
||
<td>互动</td>
|
||
<td>金华为其代理华为OceanStor存储产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td><div class="d-flex align-items-center"><div class="company-logo">中</div>中亦科技</div></td>
|
||
<td>OceanStor存储设备</td>
|
||
<td>存储设备</td>
|
||
<td>互动</td>
|
||
<td>华为金牌经销商，合作包含OceanStor型号存储设备</td>
|
||
</tr>
|
||
<tr>
|
||
<td><div class="d-flex align-items-center"><div class="company-logo">创</div>创意信息</div></td>
|
||
<td>万里数据库+华为存储</td>
|
||
<td>数据库+存储</td>
|
||
<td>互动</td>
|
||
<td>万里数据库与华为存储联合创新方案</td>
|
||
</tr>
|
||
<tr>
|
||
<td><div class="d-flex align-items-center"><div class="company-logo">鸿</div>鸿日达</div></td>
|
||
<td>华为存储及芯片</td>
|
||
<td>散热盖</td>
|
||
<td>网传纪要</td>
|
||
<td>为华为存储及芯片提供散热盖</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<h3 class="h5 mb-3 mt-4">存储代理</h3>
|
||
<div class="table-container">
|
||
<table class="custom-table table">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>项目</th>
|
||
<th>产业链</th>
|
||
<th>来源</th>
|
||
<th>合作原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><div class="d-flex align-items-center"><div class="company-logo">银</div>银信科技</div></td>
|
||
<td>华为金牌经销商</td>
|
||
<td>存储产品</td>
|
||
<td>互动</td>
|
||
<td>华为金牌经销商，合作产品包括存储</td>
|
||
</tr>
|
||
<tr>
|
||
<td><div class="d-flex align-items-center"><div class="company-logo">佳</div>佳创视讯</div></td>
|
||
<td>华为金牌经销商</td>
|
||
<td>存储产品</td>
|
||
<td>互动</td>
|
||
<td>华为金牌经销商，授权经销存储产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td><div class="d-flex align-items-center"><div class="company-logo">电</div>电科数字</div></td>
|
||
<td>华为CSP五钻认证</td>
|
||
<td>数通/存储</td>
|
||
<td>互动</td>
|
||
<td>华为最高CSP五钻认证服务商</td>
|
||
</tr>
|
||
<tr>
|
||
<td><div class="d-flex align-items-center"><div class="company-logo">新</div>新晨科技</div></td>
|
||
<td>华为多产品金牌经销商</td>
|
||
<td>数通/存储/安全</td>
|
||
<td>互动</td>
|
||
<td>华为多产品金牌经销商</td>
|
||
</tr>
|
||
<tr>
|
||
<td><div class="d-flex align-items-center"><div class="company-logo">亚</div>亚康股份</div></td>
|
||
<td>华为长期合作伙伴</td>
|
||
<td>数通/网络/存储</td>
|
||
<td>互动</td>
|
||
<td>长期销售交付华为数通网络存储产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td><div class="d-flex align-items-center"><div class="company-logo">中</div>中建信息</div></td>
|
||
<td>华为中国区企业业务</td>
|
||
<td>企业业务</td>
|
||
<td>官网</td>
|
||
<td>连续13年华为中国区企业业务市场份额第一</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<h3 class="h5 mb-3 mt-4">产品</h3>
|
||
<div class="table-container">
|
||
<table class="custom-table table">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>项目</th>
|
||
<th>产业链</th>
|
||
<th>来源</th>
|
||
<th>合作原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><div class="d-flex align-items-center"><div class="company-logo">同</div>同有科技</div></td>
|
||
<td>PB系列PCIe 5.0企业级NVMe SSD</td>
|
||
<td>企业级NVMe SSD</td>
|
||
<td>互动</td>
|
||
<td>忆恒创源推出PB系列PCIe 5.0企业级NVMe SSD</td>
|
||
</tr>
|
||
<tr>
|
||
<td><div class="d-flex align-items-center"><div class="company-logo">德</div>德明利</div></td>
|
||
<td>企业级SSD/工业级SSD</td>
|
||
<td>SSD产品</td>
|
||
<td>调研</td>
|
||
<td>面向AI服务器推出CX系列SSD产品线</td>
|
||
</tr>
|
||
<tr>
|
||
<td><div class="d-flex align-items-center"><div class="company-logo">佰</div>佰维存储</div></td>
|
||
<td>eSSD+RDIMM</td>
|
||
<td>企业级存储</td>
|
||
<td>调研</td>
|
||
<td>具备eSSD+RDIMM企业级产品设计能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td><div class="d-flex align-items-center"><div class="company-logo">江</div>江波龙</div></td>
|
||
<td>eSSD+RDIMM</td>
|
||
<td>企业级存储</td>
|
||
<td>调研</td>
|
||
<td>具备eSSD+RDIMM企业级产品设计能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td><div class="d-flex align-items-center"><div class="company-logo">朗</div>朗科科技</div></td>
|
||
<td>SSD固态硬盘</td>
|
||
<td>固态硬盘</td>
|
||
<td>互动</td>
|
||
<td>主要产品为SSD固态硬盘</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<h3 class="h5 mb-3 mt-4">主控芯片</h3>
|
||
<div class="table-container">
|
||
<table class="custom-table table">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>项目</th>
|
||
<th>产业链</th>
|
||
<th>来源</th>
|
||
<th>合作原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><div class="d-flex align-items-center"><div class="company-logo">联</div>联芸科技</div></td>
|
||
<td>SSD主控芯片</td>
|
||
<td>固态硬盘主控芯片</td>
|
||
<td>互动</td>
|
||
<td>SSD主控芯片覆盖消费级/工业级/企业级</td>
|
||
</tr>
|
||
<tr>
|
||
<td><div class="d-flex align-items-center"><div class="company-logo">国</div>国科微</div></td>
|
||
<td>GK2302</td>
|
||
<td>固态硬盘主控芯片</td>
|
||
<td>互动</td>
|
||
<td>国内首款全自主固态硬盘主控芯片GK2302</td>
|
||
</tr>
|
||
<tr>
|
||
<td><div class="d-flex align-items-center"><div class="company-logo">德</div>德明利</div></td>
|
||
<td>SATA SSD主控芯片</td>
|
||
<td>SSD主控芯片</td>
|
||
<td>调研</td>
|
||
<td>SATA SSD主控芯片已量产</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<h3 class="h5 mb-3 mt-4">互连芯片</h3>
|
||
<div class="table-container">
|
||
<table class="custom-table table">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>项目</th>
|
||
<th>产业链</th>
|
||
<th>来源</th>
|
||
<th>合作原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><div class="d-flex align-items-center"><div class="company-logo">澜</div>澜起科技</div></td>
|
||
<td>PCIe Retimer芯片</td>
|
||
<td>高速互连芯片</td>
|
||
<td>互动</td>
|
||
<td>PCIe 5.0 Retimer芯片用于CPU/GPU高速互连</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="section-card">
|
||
<h2 class="section-title">
|
||
<i class="bi bi-graph-up"></i>
|
||
投资价值分析
|
||
</h2>
|
||
<div class="row">
|
||
<div class="col-md-6">
|
||
<div class="insight-point">
|
||
<i class="bi bi-check-circle-fill text-success"></i>
|
||
<div>
|
||
<strong>技术壁垒</strong>：AI存储对性能、可靠性和智能化管理要求高，具备核心技术的企业将获得竞争优势。
|
||
</div>
|
||
</div>
|
||
<div class="insight-point">
|
||
<i class="bi bi-check-circle-fill text-success"></i>
|
||
<div>
|
||
<strong>市场空间</strong>：随着AI应用普及，AI存储市场预计将保持高速增长，为产业链企业带来发展机遇。
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<div class="insight-point">
|
||
<i class="bi bi-exclamation-triangle-fill text-warning"></i>
|
||
<div>
|
||
<strong>竞争风险</strong>：国际存储巨头在技术、品牌和渠道方面具有优势，国内企业面临激烈竞争。
|
||
</div>
|
||
</div>
|
||
<div class="insight-point">
|
||
<i class="bi bi-exclamation-triangle-fill text-warning"></i>
|
||
<div>
|
||
<strong>技术迭代</strong>：存储技术更新迭代快，企业需持续投入研发以保持竞争力。
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<footer class="bg-dark text-white py-4 mt-5">
|
||
<div class="container">
|
||
<div class="row">
|
||
<div class="col-md-6">
|
||
<p class="mb-0">© 2023 华为AI存储概念分析 | 数据仅供参考，不构成投资建议</p>
|
||
</div>
|
||
<div class="col-md-6 text-md-end">
|
||
<p class="mb-0">数据来源：公开市场信息</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</footer>
|
||
|
||
<script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/js/bootstrap.bundle.min.js"></script>
|
||
</body>
|
||
</html>
|