856 lines
34 KiB
HTML
856 lines
34 KiB
HTML
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>云厂商DeepSeek部署潮 - 行业洞察报告</title>
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<div id="vanta-bg" class="vanta-bg"></div>
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<div class="content-wrapper container mx-auto px-4 py-8">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 bg-clip-text text-transparent bg-gradient-to-r from-blue-400 to-cyan-300">
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云厂商DeepSeek部署潮
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</h1>
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<p class="text-lg text-slate-300 max-w-3xl mx-auto">
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国产算力+政策刚需+低成本革命的三重共振，边缘云和政务云是2025年最具确定性的赛道
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</p>
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</div>
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<!-- 概念事件部分 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="section-title text-2xl font-bold mb-6">概念事件</h2>
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<div class="mb-6">
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<p class="mb-4">
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<span class="highlight">背景</span>：2025年1月21日，DeepSeek开源发布R1模型（671B参数），以<span class="highlight">600万美元训练成本</span>（仅为行业1/10）和<span class="highlight">545%理论服务器利润率</span>颠覆行业认知，引发全球云厂商快速适配。
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</p>
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</div>
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<h3 class="text-xl font-semibold mb-4">时间轴</h3>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="relative mb-6">
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<div class="timeline-dot absolute -left-8"></div>
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<div class="bg-slate-800 p-4 rounded-lg">
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<p class="font-semibold text-blue-300">1月21日</p>
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<p>DeepSeek-R1开源，性能对标GPT-4o，免费策略引爆流量（全球MAU <span class="highlight">3370万</span>，海外用户占80%）。</p>
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</div>
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</div>
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<div class="relative mb-6">
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<div class="timeline-dot absolute -left-8"></div>
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<div class="bg-slate-800 p-4 rounded-lg">
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<p class="font-semibold text-blue-300">2月1-8日</p>
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<p>华为云、腾讯云、阿里云等<span class="highlight">15家云厂商</span>密集上线DeepSeek服务（一键部署/API调用）。</p>
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</div>
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</div>
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<div class="relative mb-6">
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<div class="timeline-dot absolute -left-8"></div>
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<div class="bg-slate-800 p-4 rounded-lg">
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<p class="font-semibold text-blue-300">2月10-26日</p>
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<p>京东云发布<span class="highlight">5种企业部署模式</span>（公有云Token调用/私有化一体机），政务云（深桑达、太极股份）和金融（十余家公募）加速私有化落地。</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot absolute -left-8"></div>
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<div class="bg-slate-800 p-4 rounded-lg">
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<p class="font-semibold text-blue-300">3月</p>
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<p>昇腾、浪潮等推出<span class="highlight">671B满血版一体机</span>（50-200万元/台），运营商（电信/移动/联通）智算中心全面接入。</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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<!-- 核心观点摘要 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="section-title text-2xl font-bold mb-6">核心观点摘要</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="bg-slate-800 p-5 rounded-lg">
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<h3 class="text-lg font-semibold mb-3 text-blue-300">阶段判断</h3>
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<p>从"技术验证"进入"商业化落地"拐点，<span class="highlight">云厂商成为DeepSeek能力的"放大器"</span>（民生证券定义），通过算力租赁和私有化部署实现盈利闭环。</p>
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</div>
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<div class="bg-slate-800 p-5 rounded-lg">
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<h3 class="text-lg font-semibold mb-3 text-blue-300">核心驱动力</h3>
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<ul class="list-disc pl-5 space-y-2">
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<li><span class="highlight">开源低成本</span>（部署成本从500万降至50万）</li>
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<li><span class="highlight">政策强推</span>（国资委要求央企AI专项行动）</li>
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<li><span class="highlight">需求爆发</span>（金融/政务数据本地化刚需）</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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<!-- 核心逻辑与市场认知分析 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="section-title text-2xl font-bold mb-6">核心逻辑与市场认知分析</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-blue-300">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-slate-800 p-4 rounded-lg">
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<h4 class="font-semibold mb-2">技术平权</h4>
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<p>蒸馏技术使<span class="highlight">7B模型可在4090显卡运行</span>（顺网科技验证），推理成本下降<span class="highlight">90%</span>（腾讯云API定价0.5元/百万tokens）。</p>
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</div>
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<div class="bg-slate-800 p-4 rounded-lg">
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<h4 class="font-semibold mb-2">政策红利</h4>
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<p>国务院国资委2月19日会议明确<span class="highlight">"AI+央企"专项行动</span>，要求2025年央企AI渗透率超50%，<span class="highlight">政务云订单激增</span>（深桑达中标深圳政务云二期）。</p>
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</div>
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<div class="bg-slate-800 p-4 rounded-lg">
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<h4 class="font-semibold mb-2">商业闭环</h4>
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<p>云厂商通过<span class="highlight">"算力租赁+一体机销售"</span>双重变现，如首都在线2万张GPU节点已满载，<span class="highlight">2025年一体机市场规模预计540亿元</span>（IDC预测）。</p>
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</div>
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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 mb-4 text-blue-300">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-slate-800 p-4 rounded-lg">
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<h4 class="font-semibold mb-2">研报密集度</h4>
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<p>2月10-17日，<span class="highlight">民生/申万/兴证等8家券商</span>发布DeepSeek专题，提及标的<span class="highlight">超50只</span>（金山云、优刻得等涨幅<span class="highlight">60-78%</span>）。</p>
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</div>
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<div class="bg-slate-800 p-4 rounded-lg">
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<h4 class="font-semibold mb-2">情绪分歧</h4>
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<p>部分外资认为"AI收入占比低"（腾讯AI收入占10%），但国内机构强调<span class="highlight">"估值重估"</span>（金山云PS从4倍修复至10倍）。</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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<h3 class="text-xl font-semibold mb-4 text-blue-300">预期差</h3>
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<div class="bg-slate-800 p-4 rounded-lg">
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<h4 class="font-semibold mb-2">被忽略的关键点</h4>
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<ul class="list-disc pl-5 space-y-2">
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<li><span class="highlight">边缘云价值</span>：顺网科技<span class="highlight">300个边缘机房</span>可调度闲时算力，成本仅为电费（边际成本≈0），成为<span class="highlight">"最后一公里"</span>解决方案。</li>
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<li><span class="highlight">国产芯片突破</span>：华为昇腾910B已支持<span class="highlight">671B模型单机推理</span>（浪潮信息验证），打破英伟达垄断。</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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<!-- 关键催化剂与未来发展路径 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="section-title text-2xl font-bold mb-6">关键催化剂与未来发展路径</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-blue-300">近期催化剂（3-6个月）</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="bg-slate-800 p-4 rounded-lg">
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<h4 class="font-semibold mb-2">政策落地</h4>
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<p>工信部<span class="highlight">超长期国债</span>专项支持AI基建（预计Q2下发）。</p>
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</div>
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<div class="bg-slate-800 p-4 rounded-lg">
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<h4 class="font-semibold mb-2">订单验证</h4>
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<ul class="list-disc pl-5 space-y-2">
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<li><span class="highlight">金融</span>：富国/博时等十余家公募已完成私有化部署（2月8日新闻）。</li>
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<li><span class="highlight">政务</span>：深圳龙岗区政务外网部署<span class="highlight">R1全尺寸模型</span>（2月16日落地）。</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 mb-4 text-blue-300">长期路径</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="bg-slate-800 p-4 rounded-lg">
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<h4 class="font-semibold mb-2">2025H2</h4>
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<p>一体机规模化出货（华为/浪潮目标<span class="highlight">万台级</span>），推动国产GPU渗透率至30%。</p>
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</div>
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<div class="bg-slate-800 p-4 rounded-lg">
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<h4 class="font-semibold mb-2">2026</h4>
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<p>云厂商从"卖算力"转向"卖模型服务"（MaaS），<span class="highlight">DeepSeek API调用量或超千亿次/年</span>。</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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<!-- 产业链与核心公司深度剖析 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="section-title text-2xl font-bold mb-6">产业链与核心公司深度剖析</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-blue-300">产业链图谱</h3>
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<div class="bg-slate-800 p-5 rounded-lg">
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<div class="flex flex-col md:flex-row justify-between items-center">
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<div class="mb-4 md:mb-0 text-center">
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<div class="bg-blue-900 text-blue-200 px-4 py-2 rounded-lg mb-2">上游</div>
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<p>国产芯片（昇腾、海光、寒武纪）→ 服务器（浪潮、中科曙光）→ 液冷（英维克）</p>
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</div>
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<div class="mb-4 md:mb-0 text-center">
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<div class="bg-blue-900 text-blue-200 px-4 py-2 rounded-lg mb-2">中游</div>
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<p>云厂商（<span class="highlight">华为云/腾讯云/阿里云</span>）→ 独立云（优刻得、青云科技）</p>
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</div>
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<div class="text-center">
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<div class="bg-blue-900 text-blue-200 px-4 py-2 rounded-lg mb-2">下游</div>
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<p>政务（太极股份）、金融（恒生电子）、SaaS（金山办公）</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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<h3 class="text-xl font-semibold mb-4 text-blue-300">核心玩家对比</h3>
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<div class="table-container">
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<table class="w-full">
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<thead>
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<tr>
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<th>公司</th>
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<th>角色</th>
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<th>进展</th>
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<th>风险</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td class="font-semibold">顺网科技</td>
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<td>边缘云龙头</td>
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<td><span class="highlight">50万终端+300机房</span>，4090显卡可跑671B模型，<span class="highlight">成本仅为电费</span></td>
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<td>网吧业务占比高</td>
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</tr>
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<tr>
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<td class="font-semibold">华为云</td>
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<td>国产化核心</td>
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<td>昇腾910B已适配DeepSeek，<span class="highlight">一体机订单超万台</span>（神州数码合作）</td>
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<td>生态兼容性待验证</td>
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</tr>
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<tr>
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<td class="font-semibold">金山云</td>
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<td>小米生态绑定</td>
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<td><span class="highlight">2025年小米汽车云服务上限41%增速</span>，AI收入占比19%</td>
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<td>客户集中度高</td>
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</tr>
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<tr>
|
||
<td class="font-semibold">深桑达A</td>
|
||
<td>政务云龙头</td>
|
||
<td>中国电子云CECSTACK已上线<span class="highlight">671B全量模型</span>，中标深圳政务云二期</td>
|
||
<td>国企订单回款周期长</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="section-title text-2xl font-bold mb-6">关联股票数据</h2>
|
||
|
||
<!-- DeepSeek相关股票 -->
|
||
<div class="mb-10">
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">DeepSeek相关股票</h3>
|
||
<div class="table-container">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>分类</th>
|
||
<th>项目/合作内容</th>
|
||
<th>关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-semibold">浙江东方</td>
|
||
<td><span class="tag">股权相关</span></td>
|
||
<td>DeepSeek天使轮投资</td>
|
||
<td>通过旗下杭州东方嘉富基金参与DeepSeek天使轮投资，持股40%（经工商查询股东列表无直接关联）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">华金资本</td>
|
||
<td><span class="tag">股权相关</span></td>
|
||
<td>DeepSeek Pre-A轮融资</td>
|
||
<td>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直接关联）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">昆仑万维</td>
|
||
<td><span class="tag">技术合作</span></td>
|
||
<td>Q*算法研发</td>
|
||
<td>携手新加坡南洋理工大学开发Q*算法，提升数学模型性能，将DeepSeek-Math-7b准确率提升至55.4%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">航锦科技</td>
|
||
<td><span class="tag">技术合作</span></td>
|
||
<td>光模块与交换机供应</td>
|
||
<td>旗下超擎数智为DeepSeek提供光模块和交换机</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">美格智能</td>
|
||
<td><span class="tag">技术合作</span></td>
|
||
<td>端侧模型部署</td>
|
||
<td>凭借高算力AI模组矩阵与端侧部署经验，加速DeepSeek-R1模型在端侧及云结合场景落地</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">超讯通信</td>
|
||
<td><span class="tag">技术合作</span></td>
|
||
<td>DeepSeek-R1模型部署</td>
|
||
<td>完成DeepSeek-R1 70B模型部署，支持多参数规模及openai api格式输出</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">金山办公</td>
|
||
<td><span class="tag">垂直领域合作</span></td>
|
||
<td>办公软件</td>
|
||
<td>集成DeepSeek-Writer API实现智能写作功能</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">润泽科技</td>
|
||
<td><span class="tag">算力支持</span></td>
|
||
<td>数据中心</td>
|
||
<td>廊坊数据中心为DeepSeek提供3000+机柜资源</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">浪潮信息</td>
|
||
<td><span class="tag">算力支持</span></td>
|
||
<td>服务器供应</td>
|
||
<td>为DeepSeek北京亦庄智算中心提供AI服务器集群</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">华为昇腾</td>
|
||
<td><span class="tag">算力支持</span></td>
|
||
<td>云计算</td>
|
||
<td>推出华为云昇腾云服务的DS推理服务</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 华为云相关股票 -->
|
||
<div class="mb-10">
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">华为云相关股票</h3>
|
||
<div class="table-container">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>行业</th>
|
||
<th>云商店客户服务商计划</th>
|
||
<th>分销计划</th>
|
||
<th>解决方案提供商计划</th>
|
||
<th>云商店商家计划</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-semibold">天润科技</td>
|
||
<td>IT服务</td>
|
||
<td>优选级</td>
|
||
<td>云经销商</td>
|
||
<td>标准级</td>
|
||
<td>标准级</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">志晟信息</td>
|
||
<td>IT服务</td>
|
||
<td>优选级</td>
|
||
<td>云经销商</td>
|
||
<td>标准级</td>
|
||
<td>标准级</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">众诚科技</td>
|
||
<td>软件开发</td>
|
||
<td>优选级</td>
|
||
<td>云经销商</td>
|
||
<td>领先级</td>
|
||
<td>标准级</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">并行科技</td>
|
||
<td>IT服务</td>
|
||
<td>优选级</td>
|
||
<td>云经销商</td>
|
||
<td>标准级</td>
|
||
<td>标准级</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">赛意信息</td>
|
||
<td>IT服务</td>
|
||
<td>优选级</td>
|
||
<td>云经销商</td>
|
||
<td>核心级</td>
|
||
<td>标准级</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">东华软件</td>
|
||
<td>IT服务</td>
|
||
<td>优选级</td>
|
||
<td>总经销商</td>
|
||
<td>优选级</td>
|
||
<td>标准级</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">中科软</td>
|
||
<td>软件开发</td>
|
||
<td>优选级</td>
|
||
<td>总经销商</td>
|
||
<td>领先级</td>
|
||
<td>标准级</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">汉得信息</td>
|
||
<td>IT服务</td>
|
||
<td>优选级</td>
|
||
<td>总经销商</td>
|
||
<td>领先级</td>
|
||
<td>标准级</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">神州数码</td>
|
||
<td>IT服务</td>
|
||
<td>优选级</td>
|
||
<td>总经销商</td>
|
||
<td>领先级</td>
|
||
<td>标准级</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">拓维信息</td>
|
||
<td>软件开发</td>
|
||
<td>优选级</td>
|
||
<td>总经销商</td>
|
||
<td>领先级</td>
|
||
<td>标准级</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 政务云政务IT相关股票 -->
|
||
<div class="mb-10">
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">政务云政务IT相关股票</h3>
|
||
<div class="table-container">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>标签</th>
|
||
<th>关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-semibold">中国电信</td>
|
||
<td>
|
||
<span class="tag">国资云</span>
|
||
<span class="tag">公有云</span>
|
||
</td>
|
||
<td></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">中国移动</td>
|
||
<td>
|
||
<span class="tag">国资云</span>
|
||
<span class="tag">公有云</span>
|
||
</td>
|
||
<td></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">中国联通</td>
|
||
<td>
|
||
<span class="tag">国资云</span>
|
||
<span class="tag">公有云</span>
|
||
</td>
|
||
<td></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">深桑达A</td>
|
||
<td>
|
||
<span class="tag">国资云</span>
|
||
<span class="tag">政务云</span>
|
||
</td>
|
||
<td></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">易华录</td>
|
||
<td>
|
||
<span class="tag">国资云</span>
|
||
<span class="tag">政务云</span>
|
||
<span class="tag">政务IT</span>
|
||
<span class="tag">城市管理</span>
|
||
</td>
|
||
<td></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">太极股份</td>
|
||
<td>
|
||
<span class="tag">政务IT</span>
|
||
</td>
|
||
<td></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">税有股份</td>
|
||
<td>
|
||
<span class="tag">税务IT</span>
|
||
</td>
|
||
<td></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">中科江南</td>
|
||
<td>
|
||
<span class="tag">税务IT</span>
|
||
</td>
|
||
<td></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">安恒信息</td>
|
||
<td>
|
||
<span class="tag">云安全</span>
|
||
</td>
|
||
<td>推出首个"DeepSeek"版安全智能体</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 腾讯云及大模型合作公司 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">腾讯云及大模型合作公司</h3>
|
||
<div class="table-container">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>合作领域/关系</th>
|
||
<th>合作内容</th>
|
||
<th>关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-semibold">泛微网络</td>
|
||
<td>股权关系</td>
|
||
<td>腾讯持股，OA龙头厂商</td>
|
||
<td>腾讯持股，OA龙头厂商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">长亮科技</td>
|
||
<td>股权关系</td>
|
||
<td>腾讯持股，为微众银行、腾讯金融云提供核心银行系统技术支持</td>
|
||
<td>腾讯持股，为微众银行、腾讯金融云提供核心银行系统技术支持</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">星环科技-U</td>
|
||
<td>股权关系</td>
|
||
<td>腾讯林芝持股，企业级大数据和人工智能基础软件</td>
|
||
<td>腾讯林芝持股，企业级大数据和人工智能基础软件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">中国联通</td>
|
||
<td>股权关系</td>
|
||
<td>腾讯持股，并成立合营企业"云宙时代"（云计算方向）</td>
|
||
<td>腾讯持股，并成立合营企业"云宙时代"（云计算方向）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">科华数据</td>
|
||
<td>基础设施供应</td>
|
||
<td>腾讯数据中心核心供应商，提供UPS电源和微模块解决方案</td>
|
||
<td>腾讯数据中心核心供应商，提供UPS电源和微模块解决方案</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">宝信软件</td>
|
||
<td>基础设施供应</td>
|
||
<td>腾讯云全面战略合作，腾讯、阿里IDC供应商</td>
|
||
<td>腾讯云全面战略合作，腾讯、阿里IDC供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">华勤技术</td>
|
||
<td>基础设施供应</td>
|
||
<td>腾讯AI服务器一供</td>
|
||
<td>腾讯AI服务器一供</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">深信服</td>
|
||
<td>战略合作</td>
|
||
<td>与腾讯云战略合作，为腾讯数据中心提供网络安全防护及数据安全解决方案，防范DDoS攻击等风险</td>
|
||
<td>与腾讯云战略合作，为腾讯数据中心提供网络安全防护及数据安全解决方案，防范DDoS攻击等风险</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">云赛智联</td>
|
||
<td>战略合作</td>
|
||
<td>与腾讯云达成战略合作，加速智慧城市建设和产业数字化</td>
|
||
<td>与腾讯云达成战略合作，加速智慧城市建设和产业数字化</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">英伟达</td>
|
||
<td>合作领域</td>
|
||
<td>算力芯片，24年采购H20等算力芯片</td>
|
||
<td>采购关系</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="section-title text-2xl font-bold mb-6">潜在风险与挑战</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-slate-800 p-5 rounded-lg">
|
||
<h3 class="text-lg font-semibold mb-3 text-blue-300">技术风险</h3>
|
||
<p>671B模型<span class="highlight">单机部署需8卡4090</span>（国金证券测试），中小企业硬件门槛仍高。</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 p-5 rounded-lg">
|
||
<h3 class="text-lg font-semibold mb-3 text-blue-300">商业化风险</h3>
|
||
<p>腾讯云<span class="highlight">免费token策略</span>（2000万/用户）可能压缩短期盈利空间。</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 p-5 rounded-lg">
|
||
<h3 class="text-lg font-semibold mb-3 text-blue-300">政策风险</h3>
|
||
<p>若美国升级芯片禁令，<span class="highlight">H20等特供芯片断供</span>将影响云厂商扩张。</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 p-5 rounded-lg">
|
||
<h3 class="text-lg font-semibold mb-3 text-blue-300">信息矛盾</h3>
|
||
<p>工商查询显示<span class="highlight">浙江东方未直接持股DeepSeek</span>（天使轮投资存疑）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="section-title text-2xl font-bold mb-6">综合结论与投资启示</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">阶段判断</h3>
|
||
<p>从<span class="highlight">主题炒作</span>（2月概念股普涨）转向<span class="highlight">基本面驱动</span>（订单/收入验证）。</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">高价值方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-slate-800 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-2">边缘云</h4>
|
||
<p><span class="highlight">顺网科技</span>：低延迟场景不可替代，<span class="highlight">估值未充分反映</span>。</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-2">政务云</h4>
|
||
<p><span class="highlight">深桑达A</span>：政策强制国产化，<span class="highlight">订单确定性最强</span>。</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-2">国产芯片</h4>
|
||
<p><span class="highlight">海光信息</span>：昇腾生态核心受益，<span class="highlight">2025年出货量或翻倍</span>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">关键跟踪指标</h3>
|
||
<ul class="list-disc pl-5 space-y-2">
|
||
<li><span class="highlight">Q2云厂商资本开支增速</span>（阿里/腾讯是否维持100%+）。</li>
|
||
<li><span class="highlight">一体机出货量</span>（华为/浪潮月度数据）。</li>
|
||
<li><span class="highlight">政务云中标金额</span>（深桑达/太极股份季度订单）。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="mt-8 p-5 bg-gradient-to-r from-blue-900 to-cyan-900 rounded-lg">
|
||
<p class="text-center text-lg font-semibold">
|
||
DeepSeek部署潮是<span class="highlight">"国产算力+政策刚需+低成本革命"</span>的三重共振，<span class="highlight">边缘云和政务云</span>是2025年最具确定性的赛道。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- JavaScript -->
|
||
<script src="https://cdnjs.cloudflare.com/ajax/libs/three.js/r134/three.min.js"></script>
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||
<script src="https://cdnjs.cloudflare.com/ajax/libs/vanta/0.5.24/vanta.waves.min.js"></script>
|
||
<script>
|
||
// 初始化Vanta.js背景
|
||
VANTA.WAVES({
|
||
el: "#vanta-bg",
|
||
mouseControls: true,
|
||
touchControls: true,
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||
gyroControls: false,
|
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||
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|
||
scale: 1.00,
|
||
scaleMobile: 1.00,
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color: 0x0f172a,
|
||
shininess: 30.00,
|
||
waveHeight: 10.00,
|
||
waveSpeed: 0.75,
|
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zoom: 0.75
|
||
});
|
||
|
||
// 添加滚动动画效果
|
||
const observerOptions = {
|
||
root: null,
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rootMargin: '0px',
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threshold: 0.1
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};
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const observer = new IntersectionObserver((entries) => {
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entries.forEach(entry => {
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if (entry.isIntersecting) {
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entry.target.style.opacity = '1';
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entry.target.style.transform = 'translateY(0)';
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}
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});
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}, observerOptions);
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document.querySelectorAll('.card').forEach(card => {
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card.style.opacity = '0';
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card.style.transform = 'translateY(20px)';
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card.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
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observer.observe(card);
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});
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</script>
|
||
</body>
|
||
</html>
|
||
``` |