886 lines
41 KiB
HTML
886 lines
41 KiB
HTML
|
||
<!DOCTYPE html>
|
||
<html lang="zh-CN">
|
||
<head>
|
||
<meta charset="utf-8" />
|
||
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
|
||
<title>腾讯元宝概念分析报告</title>
|
||
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
|
||
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<style>
|
||
body {
|
||
font-family: 'Inter', sans-serif;
|
||
background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
|
||
min-height: 100vh;
|
||
}
|
||
.glass-effect {
|
||
background: rgba(255, 255, 255, 0.05);
|
||
backdrop-filter: blur(10px);
|
||
border: 1px solid rgba(255, 255, 255, 0.1);
|
||
}
|
||
.gradient-text {
|
||
background: linear-gradient(135deg, #3b82f6 0%, #8b5cf6 100%);
|
||
-webkit-background-clip: text;
|
||
-webkit-text-fill-color: transparent;
|
||
background-clip: text;
|
||
}
|
||
.timeline-dot {
|
||
width: 12px;
|
||
height: 12px;
|
||
background: #3b82f6;
|
||
border-radius: 50%;
|
||
position: absolute;
|
||
left: -6px;
|
||
top: 6px;
|
||
}
|
||
.timeline-line {
|
||
position: absolute;
|
||
left: 0;
|
||
top: 12px;
|
||
bottom: -12px;
|
||
width: 1px;
|
||
background: rgba(59, 130, 246, 0.3);
|
||
}
|
||
.table-container {
|
||
overflow-x: auto;
|
||
}
|
||
@media (max-width: 768px) {
|
||
.table-container {
|
||
font-size: 0.875rem;
|
||
}
|
||
}
|
||
#tsparticles {
|
||
position: fixed;
|
||
top: 0;
|
||
left: 0;
|
||
width: 100%;
|
||
height: 100%;
|
||
z-index: -1;
|
||
}
|
||
.mermaid {
|
||
background: rgba(255, 255, 255, 0.05);
|
||
border-radius: 0.5rem;
|
||
padding: 1rem;
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="text-gray-100">
|
||
<div id="tsparticles"></div>
|
||
|
||
<div class="container mx-auto px-4 py-8 max-w-7xl">
|
||
<!-- 标题部分 -->
|
||
<div class="text-center mb-12">
|
||
<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">腾讯元宝概念分析报告</h1>
|
||
<p class="text-gray-400 text-lg">AI时代的生态卡位与投资机会</p>
|
||
</div>
|
||
|
||
<!-- 概念事件 -->
|
||
<div class="glass-effect rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">概念事件</h2>
|
||
<div class="space-y-4">
|
||
<div class="relative pl-8">
|
||
<div class="timeline-dot"></div>
|
||
<div class="timeline-line"></div>
|
||
<div class="mb-6">
|
||
<h3 class="font-semibold text-lg mb-1">时间轴与催化事件</h3>
|
||
<div class="space-y-3 text-sm">
|
||
<div class="flex items-start">
|
||
<span class="text-blue-400 font-medium mr-3">2024-05-30</span>
|
||
<span>腾讯元宝APP正式上线，定位"全能AI助手"，基于混元大模型，支持多模态交互（看、听、说）</span>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<span class="text-blue-400 font-medium mr-3">2024-11</span>
|
||
<span>元宝2.0版本升级，整合微信视频号、QQ音乐、腾讯文档等生态入口</span>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<span class="text-blue-400 font-medium mr-3">2025-02-13</span>
|
||
<span>接入DeepSeek-R1满血版，DAU从28万暴增至1183万（3月29日数据），增长41倍</span>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<span class="text-blue-400 font-medium mr-3">2025-02-17</span>
|
||
<span>自研深度思考模型"混元T1"灰度上线，2月19日全量开放，免费无限量使用</span>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<span class="text-blue-400 font-medium mr-3">2025-02-18</span>
|
||
<span>微信搜索栏紧急导流，用户可通过"下载元宝（体验DeepSeek-R1）"入口直接跳转</span>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<span class="text-blue-400 font-medium mr-3">2025-03-03</span>
|
||
<span>登顶中国区苹果应用商店免费榜第一，超越DeepSeek和豆包</span>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<span class="text-blue-400 font-medium mr-3">2025-05-30</span>
|
||
<span>元宝与腾讯地图打通，支持地理位置问答并跳转地图服务</span>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<span class="text-blue-400 font-medium mr-3">2025-07-18</span>
|
||
<span>打通QQ音乐，用户可在元宝内直接播放音乐，实现"对话不中断"</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6">
|
||
<h3 class="font-semibold text-lg mb-3">核心催化逻辑</h3>
|
||
<div class="grid md:grid-cols-3 gap-4">
|
||
<div class="glass-effect rounded-lg p-4">
|
||
<div class="text-blue-400 mb-2">
|
||
<i class="fas fa-microchip text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold mb-1">技术突破</h4>
|
||
<p class="text-sm text-gray-300">混元T1/TurboS模型迭代+DeepSeek-R1接入，形成"双模型"差异化优势</p>
|
||
</div>
|
||
<div class="glass-effect rounded-lg p-4">
|
||
<div class="text-purple-400 mb-2">
|
||
<i class="fas fa-users text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold mb-1">生态导流</h4>
|
||
<p class="text-sm text-gray-300">微信九宫格、搜一搜、朋友圈广告等全渠道导流</p>
|
||
</div>
|
||
<div class="glass-effect rounded-lg p-4">
|
||
<div class="text-green-400 mb-2">
|
||
<i class="fas fa-expand-arrows-alt text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold mb-1">场景扩张</h4>
|
||
<p class="text-sm text-gray-300">从C端效率工具延伸至B端、娱乐等多场景</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心观点摘要 -->
|
||
<div class="glass-effect rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-purple-400">核心观点摘要</h2>
|
||
<div class="bg-gradient-to-r from-purple-900/30 to-blue-900/30 rounded-lg p-6 border border-purple-500/20">
|
||
<p class="text-lg leading-relaxed">
|
||
腾讯元宝已从"技术验证"进入<strong class="text-purple-300">生态卡位阶段</strong>：凭借微信10亿级流量入口+混元/DeepSeek双模型技术栈，快速完成用户规模（DAU千万级）和场景渗透（600+腾讯业务接入）的原始积累。未来3-6个月的关键是<strong class="text-blue-300">微信深度嵌入</strong>能否将流量优势转化为<strong class="text-green-300">订阅/广告变现</strong>，中长期看元宝或成为腾讯AI时代的"超级入口"。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心逻辑与市场认知分析 -->
|
||
<div class="glass-effect rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-green-400">核心逻辑与市场认知分析</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="font-semibold text-lg mb-4">核心驱动力</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-green-400">维度</th>
|
||
<th class="text-left py-3 px-4">具体表现</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-medium">技术</td>
|
||
<td class="py-3 px-4">混元T1推理速度提升<strong class="text-blue-400">1倍</strong>，成本降低<strong class="text-green-400">44%</strong>；DeepSeek-R1在复杂任务准确率超竞品</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-medium">流量</td>
|
||
<td class="py-3 px-4">微信生态独占性：公众号内容<strong class="text-purple-400">4亿+篇</strong>、视频号<strong class="text-purple-400">9.36亿MAU</strong>，竞品无法复现</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">商业化</td>
|
||
<td class="py-3 px-4">参考ChatGPT模式，<strong class="text-yellow-400">10%网民付费</strong>（1.1亿人×15元/月=<strong class="text-orange-400">199亿元年收入</strong>）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div>
|
||
<h3 class="font-semibold text-lg mb-4">市场热度与情绪</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-center justify-between p-3 bg-blue-900/20 rounded-lg">
|
||
<span class="text-sm">研报密度（2025年2-3月）</span>
|
||
<span class="text-blue-400 font-bold">15篇</span>
|
||
</div>
|
||
<div class="flex items-center justify-between p-3 bg-purple-900/20 rounded-lg">
|
||
<span class="text-sm">关键词转向</span>
|
||
<span class="text-purple-400 font-bold">"生态变现"</span>
|
||
</div>
|
||
<div class="p-3 bg-gray-800/50 rounded-lg">
|
||
<p class="text-sm mb-2">情绪分化：</p>
|
||
<ul class="text-sm space-y-1">
|
||
<li>• 乐观派：微信导流可复刻"小程序爆发"</li>
|
||
<li>• 谨慎派：算力成本可能压制利润</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-semibold text-lg mb-4">预期差分析</h3>
|
||
<div class="space-y-3">
|
||
<div class="p-3 bg-yellow-900/20 rounded-lg border border-yellow-700/30">
|
||
<h4 class="font-medium text-yellow-400 mb-1">被忽略的关键点</h4>
|
||
<ul class="text-sm space-y-1">
|
||
<li>• <strong>数据飞轮效应</strong>：元宝用户对话数据反哺混元模型训练（腾讯内部调用量已达<strong class="text-yellow-300">3亿次/日</strong>）</li>
|
||
<li>• <strong>B端杠杆</strong>：腾讯文档/企业微信接入元宝后，企业订阅可能成为第二增长曲线</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关键催化剂与未来发展路径 -->
|
||
<div class="glass-effect rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-yellow-400">关键催化剂与未来发展路径</h2>
|
||
|
||
<div class="grid md:grid-cols-2 gap-6 mb-6">
|
||
<div>
|
||
<h3 class="font-semibold text-lg mb-4">近期催化剂（3-6个月）</h3>
|
||
<div class="space-y-3">
|
||
<div class="p-4 bg-gradient-to-r from-yellow-900/20 to-orange-900/20 rounded-lg border border-yellow-700/30">
|
||
<div class="flex items-start">
|
||
<div class="text-yellow-400 mr-3 mt-1">
|
||
<i class="fas fa-bolt"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium mb-1">微信聊天窗口AI助手灰度测试</h4>
|
||
<p class="text-sm text-gray-300">若全量开放，预计DAU再增<strong class="text-yellow-300">2000万+</strong></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="p-4 bg-gradient-to-r from-blue-900/20 to-purple-900/20 rounded-lg border border-blue-700/30">
|
||
<div class="flex items-start">
|
||
<div class="text-blue-400 mr-3 mt-1">
|
||
<i class="fas fa-building"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium mb-1">混元TurboS企业版发布</h4>
|
||
<p class="text-sm text-gray-300">针对腾讯云客户的API收费模式（0.82元/百万tokens vs 竞品15元）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="p-4 bg-gradient-to-r from-green-900/20 to-teal-900/20 rounded-lg border border-green-700/30">
|
||
<div class="flex items-start">
|
||
<div class="text-green-400 mr-3 mt-1">
|
||
<i class="fas fa-gamepad"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium mb-1">暑期档游戏AI角色</h4>
|
||
<p class="text-sm text-gray-300">如《和平精英》"吉莉"AI战术指导，验证元宝在游戏场景的变现能力</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-semibold text-lg mb-4">长期路径（2025-2027）</h3>
|
||
<div class="mermaid">
|
||
<div class="flex flex-col items-center space-y-4">
|
||
<div class="w-full max-w-xs p-4 bg-blue-900/30 rounded-lg text-center">
|
||
<div class="text-blue-400 mb-2">当前</div>
|
||
<div class="font-medium">工具型APP</div>
|
||
</div>
|
||
<div class="text-gray-500">
|
||
<i class="fas fa-arrow-down"></i>
|
||
</div>
|
||
<div class="w-full max-w-xs p-4 bg-purple-900/30 rounded-lg text-center">
|
||
<div class="text-purple-400 mb-2">2025H2</div>
|
||
<div class="font-medium">微信超级入口</div>
|
||
</div>
|
||
<div class="text-gray-500">
|
||
<i class="fas fa-arrow-down"></i>
|
||
</div>
|
||
<div class="w-full max-w-xs p-4 bg-green-900/30 rounded-lg text-center">
|
||
<div class="text-green-400 mb-2">2026</div>
|
||
<div class="font-medium">企业级AI中台</div>
|
||
</div>
|
||
<div class="text-gray-500">
|
||
<i class="fas fa-arrow-down"></i>
|
||
</div>
|
||
<div class="w-full max-w-xs p-4 bg-yellow-900/30 rounded-lg text-center">
|
||
<div class="text-yellow-400 mb-2">2027</div>
|
||
<div class="font-medium">AI驱动的数字分身经济</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司深度剖析 -->
|
||
<div class="glass-effect rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-red-400">产业链与核心公司深度剖析</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="font-semibold text-lg mb-4">产业链图谱</h3>
|
||
<div class="grid md:grid-cols-3 gap-4">
|
||
<div class="p-4 bg-red-900/20 rounded-lg border border-red-700/30">
|
||
<h4 class="font-medium text-red-400 mb-3">上游</h4>
|
||
<ul class="text-sm space-y-2">
|
||
<li>• 算力：<strong class="text-red-300">英维克</strong>供腾讯数据中心液冷</li>
|
||
<li>• 芯片：<strong class="text-red-300">弘信电子</strong>持股燧原科技21.37%</li>
|
||
</ul>
|
||
</div>
|
||
<div class="p-4 bg-orange-900/20 rounded-lg border border-orange-700/30">
|
||
<h4 class="font-medium text-orange-400 mb-3">中游</h4>
|
||
<ul class="text-sm space-y-2">
|
||
<li>• 云服务：<strong class="text-orange-300">腾讯云</strong>提供混元API</li>
|
||
<li>• 模型优化：<strong class="text-orange-300">东华软件</strong>政务云集成</li>
|
||
</ul>
|
||
</div>
|
||
<div class="p-4 bg-yellow-900/20 rounded-lg border border-yellow-700/30">
|
||
<h4 class="font-medium text-yellow-400 mb-3">下游</h4>
|
||
<ul class="text-sm space-y-2">
|
||
<li>• 应用分发：<strong class="text-yellow-300">省广集团</strong>腾讯广告代理</li>
|
||
<li>• 场景落地：<strong class="text-yellow-300">世纪恒通</strong>与混元合作智慧交通</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-semibold text-lg mb-4">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-red-400">公司</th>
|
||
<th class="text-left py-3 px-4">角色</th>
|
||
<th class="text-left py-3 px-4">优势</th>
|
||
<th class="text-left py-3 px-4">风险</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-medium text-red-300">腾讯控股</td>
|
||
<td class="py-3 px-4">生态主导者</td>
|
||
<td class="py-3 px-4">微信流量+混元模型+全场景数据</td>
|
||
<td class="py-3 px-4">算力成本侵蚀利润（需跟踪CAPEX）</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-medium text-orange-300">科大讯飞</td>
|
||
<td class="py-3 px-4">垂直竞争者</td>
|
||
<td class="py-3 px-4">语音交互专利，政务AI渗透</td>
|
||
<td class="py-3 px-4">缺乏社交场景，用户粘性低</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-yellow-300">浪潮信息</td>
|
||
<td class="py-3 px-4">硬件供应商</td>
|
||
<td class="py-3 px-4">腾讯AI服务器核心供应商</td>
|
||
<td class="py-3 px-4">行业价格战导致毛利率下滑</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="glass-effect rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-orange-400">潜在风险与挑战</h2>
|
||
<div class="grid md:grid-cols-2 gap-4">
|
||
<div class="p-4 bg-red-900/20 rounded-lg border border-red-700/30">
|
||
<div class="flex items-start mb-2">
|
||
<div class="text-red-400 mr-3 mt-1">
|
||
<i class="fas fa-exclamation-triangle"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium">技术风险</h4>
|
||
<p class="text-sm text-gray-300 mt-1">DeepSeek-R2延迟发布可能导致用户回流竞品；混元T1在数学推理任务正确率仅50%</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="p-4 bg-orange-900/20 rounded-lg border border-orange-700/30">
|
||
<div class="flex items-start mb-2">
|
||
<div class="text-orange-400 mr-3 mt-1">
|
||
<i class="fas fa-dollar-sign"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium">商业化风险</h4>
|
||
<p class="text-sm text-gray-300 mt-1">C端订阅意愿待验证（当前免费策略），B端API价格战（混元定价仅为竞品5%）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="p-4 bg-yellow-900/20 rounded-lg border border-yellow-700/30">
|
||
<div class="flex items-start mb-2">
|
||
<div class="text-yellow-400 mr-3 mt-1">
|
||
<i class="fas fa-gavel"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium">政策风险</h4>
|
||
<p class="text-sm text-gray-300 mt-1">微信生态数据使用需用户授权，若监管收紧可能影响训练数据获取</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="p-4 bg-purple-900/20 rounded-lg border border-purple-700/30">
|
||
<div class="flex items-start mb-2">
|
||
<div class="text-purple-400 mr-3 mt-1">
|
||
<i class="fas fa-chess"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium">竞争风险</h4>
|
||
<p class="text-sm text-gray-300 mt-1">字节"豆包"已接入抖音电商，元宝缺乏交易闭环场景</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="glass-effect rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-cyan-400">综合结论与投资启示</h2>
|
||
|
||
<div class="mb-6">
|
||
<div class="bg-gradient-to-r from-cyan-900/30 to-blue-900/30 rounded-lg p-6 border border-cyan-500/20">
|
||
<h3 class="font-semibold text-lg mb-3 text-cyan-300">阶段判断</h3>
|
||
<p class="text-lg leading-relaxed">
|
||
元宝处于<strong class="text-cyan-300">"生态红利兑现期"</strong>——技术已验证（混元T1+DeepSeek），流量壁垒清晰（微信），下一步需观察<strong class="text-blue-300">付费转化率</strong>（关键指标：DAU中付费用户占比、企业API调用量）。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="grid md:grid-cols-3 gap-4 mb-6">
|
||
<div class="p-4 bg-green-900/20 rounded-lg border border-green-700/30">
|
||
<h4 class="font-medium text-green-400 mb-3">直接受益</h4>
|
||
<div class="space-y-2 text-sm">
|
||
<div class="flex items-center">
|
||
<i class="fas fa-star text-green-400 mr-2"></i>
|
||
<span><strong class="text-green-300">腾讯控股（00700.HK）</strong></span>
|
||
</div>
|
||
<p class="text-gray-300 text-xs">估值未充分反映AI变现（2025E PE 15倍 vs Meta 25倍）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="p-4 bg-blue-900/20 rounded-lg border border-blue-700/30">
|
||
<h4 class="font-medium text-blue-400 mb-3">弹性标的</h4>
|
||
<div class="space-y-2 text-sm">
|
||
<div class="flex items-center">
|
||
<i class="fas fa-rocket text-blue-400 mr-2"></i>
|
||
<span><strong class="text-blue-300">科华数据</strong></span>
|
||
</div>
|
||
<p class="text-gray-300 text-xs">腾讯IDC核心供应商，2025年腾讯CAPEX扩张直接拉动订单</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="p-4 bg-purple-900/20 rounded-lg border border-purple-700/30">
|
||
<h4 class="font-medium text-purple-400 mb-3">预期差</h4>
|
||
<div class="space-y-2 text-sm">
|
||
<div class="flex items-center">
|
||
<i class="fas fa-eye text-purple-400 mr-2"></i>
|
||
<span><strong class="text-purple-300">东华软件</strong></span>
|
||
</div>
|
||
<p class="text-gray-300 text-xs">政务AI集成商，元宝B端落地可能超预期</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-semibold text-lg mb-4">跟踪指标</h3>
|
||
<div class="grid md:grid-cols-3 gap-4">
|
||
<div class="p-3 bg-gray-800/50 rounded-lg">
|
||
<h4 class="font-medium text-cyan-400 mb-2">用户侧</h4>
|
||
<ul class="text-sm space-y-1">
|
||
<li>• 元宝DAU/MAU</li>
|
||
<li>• 微信聊天窗口AI助手渗透率</li>
|
||
</ul>
|
||
</div>
|
||
<div class="p-3 bg-gray-800/50 rounded-lg">
|
||
<h4 class="font-medium text-blue-400 mb-2">财务侧</h4>
|
||
<ul class="text-sm space-y-1">
|
||
<li>• 腾讯云AI收入占比</li>
|
||
<li>• 混元API调用量增速</li>
|
||
</ul>
|
||
</div>
|
||
<div class="p-3 bg-gray-800/50 rounded-lg">
|
||
<h4 class="font-medium text-purple-400 mb-2">技术侧</h4>
|
||
<ul class="text-sm space-y-1">
|
||
<li>• 混元T1在MMLU基准测试得分</li>
|
||
<li>• 目标83+对标GPT-4</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="glass-effect rounded-2xl p-6">
|
||
<h2 class="text-2xl font-bold mb-6 text-indigo-400">关联股票数据</h2>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-indigo-400">股票名称</th>
|
||
<th class="text-left py-3 px-4">细分领域</th>
|
||
<th class="text-left py-3 px-4">行业</th>
|
||
<th class="text-left py-3 px-4">产业链</th>
|
||
<th class="text-left py-3 px-4">关联原因</th>
|
||
<th class="text-left py-3 px-4">持股比例</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">数据港</td>
|
||
<td class="py-3 px-4">数据中心</td>
|
||
<td class="py-3 px-4">云计算</td>
|
||
<td class="py-3 px-4">数据中心服务</td>
|
||
<td class="py-3 px-4">公司数据中心业务服务于阿里、腾讯、百度</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">锐捷网络</td>
|
||
<td class="py-3 px-4">数据中心</td>
|
||
<td class="py-3 px-4">网络设备</td>
|
||
<td class="py-3 px-4">数据中心硬件</td>
|
||
<td class="py-3 px-4">供货腾讯数据中心交换机</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">英维克</td>
|
||
<td class="py-3 px-4">数据中心</td>
|
||
<td class="py-3 px-4">制冷设备</td>
|
||
<td class="py-3 px-4">数据中心冷却系统</td>
|
||
<td class="py-3 px-4">供货腾讯数据中心节能制冷系统</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">科华数据</td>
|
||
<td class="py-3 px-4">数据中心</td>
|
||
<td class="py-3 px-4">定制化数据中心</td>
|
||
<td class="py-3 px-4">数据中心运营</td>
|
||
<td class="py-3 px-4">运营张家口、广州、清远四大定制化数据中心</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">奥飞数据</td>
|
||
<td class="py-3 px-4">数据中心</td>
|
||
<td class="py-3 px-4">算力租赁</td>
|
||
<td class="py-3 px-4">算力服务</td>
|
||
<td class="py-3 px-4">子公司超算数智主要从事算力租赁业务，合作伙伴包括腾讯</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">华勤技术</td>
|
||
<td class="py-3 px-4">服务器</td>
|
||
<td class="py-3 px-4">AI服务器</td>
|
||
<td class="py-3 px-4">服务器制造</td>
|
||
<td class="py-3 px-4">腾讯AI服务器供应商</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">浪潮信息</td>
|
||
<td class="py-3 px-4">服务器</td>
|
||
<td class="py-3 px-4">AI服务器</td>
|
||
<td class="py-3 px-4">服务器制造</td>
|
||
<td class="py-3 px-4">供货腾讯AI服务器</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">中科曙光</td>
|
||
<td class="py-3 px-4">服务器</td>
|
||
<td class="py-3 px-4">AI服务器</td>
|
||
<td class="py-3 px-4">服务器制造</td>
|
||
<td class="py-3 px-4">供货腾讯AI服务器</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">弘信电子</td>
|
||
<td class="py-3 px-4">AI芯片</td>
|
||
<td class="py-3 px-4">芯片制造</td>
|
||
<td class="py-3 px-4">AI芯片</td>
|
||
<td class="py-3 px-4">腾讯持股AI芯片企业上海燧原科技股份有限公司21.37%股份</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">东华软件</td>
|
||
<td class="py-3 px-4">腾讯云</td>
|
||
<td class="py-3 px-4">政务云</td>
|
||
<td class="py-3 px-4">云服务集成</td>
|
||
<td class="py-3 px-4">政务院级集成合作伙伴</td>
|
||
<td class="py-3 px-4">0.98%</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">久远银海</td>
|
||
<td class="py-3 px-4">腾讯云</td>
|
||
<td class="py-3 px-4">政务云</td>
|
||
<td class="py-3 px-4">云服务集成</td>
|
||
<td class="py-3 px-4">政务院级行业合作伙伴</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">神州数码</td>
|
||
<td class="py-3 px-4">腾讯云</td>
|
||
<td class="py-3 px-4">金融云</td>
|
||
<td class="py-3 px-4">云服务集成</td>
|
||
<td class="py-3 px-4">金融院级集成合作伙伴</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">上海电气</td>
|
||
<td class="py-3 px-4">腾讯云</td>
|
||
<td class="py-3 px-4">工业能源</td>
|
||
<td class="py-3 px-4">能源云</td>
|
||
<td class="py-3 px-4">工业能源认证级集成合作伙伴</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">荣联科技</td>
|
||
<td class="py-3 px-4">腾讯云</td>
|
||
<td class="py-3 px-4">工业能源</td>
|
||
<td class="py-3 px-4">能源云</td>
|
||
<td class="py-3 px-4">工业能源标准级集成合作伙伴</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">宝信软件</td>
|
||
<td class="py-3 px-4">腾讯云</td>
|
||
<td class="py-3 px-4">工业能源</td>
|
||
<td class="py-3 px-4">能源云</td>
|
||
<td class="py-3 px-4">工业能源标准级行业合作伙伴</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">省广集团</td>
|
||
<td class="py-3 px-4">广告营销</td>
|
||
<td class="py-3 px-4">广告代理</td>
|
||
<td class="py-3 px-4">数字营销</td>
|
||
<td class="py-3 px-4">腾讯广告2024如翼领航合作伙伴</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">蓝色光标</td>
|
||
<td class="py-3 px-4">广告营销</td>
|
||
<td class="py-3 px-4">广告代理</td>
|
||
<td class="py-3 px-4">数字营销</td>
|
||
<td class="py-3 px-4">腾讯广告2024如翼领航合作伙伴</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">天地在线</td>
|
||
<td class="py-3 px-4">广告营销</td>
|
||
<td class="py-3 px-4">广告代理</td>
|
||
<td class="py-3 px-4">数字营销</td>
|
||
<td class="py-3 px-4">腾讯广告服务商、腾讯企业点产品合作伙伴、腾讯企业微信服务商</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">东华软件</td>
|
||
<td class="py-3 px-4">混元大模型</td>
|
||
<td class="py-3 px-4">大模型应用</td>
|
||
<td class="py-3 px-4">AI生态</td>
|
||
<td class="py-3 px-4">公司为混元大模型优秀合作伙伴</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">常山北明</td>
|
||
<td class="py-3 px-4">混元大模型</td>
|
||
<td class="py-3 px-4">大模型应用</td>
|
||
<td class="py-3 px-4">AI生态</td>
|
||
<td class="py-3 px-4">子公司北明软件为混元大模型优秀合作伙伴</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">南天信息</td>
|
||
<td class="py-3 px-4">混元大模型</td>
|
||
<td class="py-3 px-4">金融大模型</td>
|
||
<td class="py-3 px-4">AI金融应用</td>
|
||
<td class="py-3 px-4">卓越级金融大模型落地，公司为混元大模型卓越级集成合作伙伴</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">中科软</td>
|
||
<td class="py-3 px-4">混元大模型</td>
|
||
<td class="py-3 px-4">金融大模型</td>
|
||
<td class="py-3 px-4">AI金融应用</td>
|
||
<td class="py-3 px-4">标准级金融大模型落地，公司为混元大模型标准级行业合作伙伴</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">神州数码</td>
|
||
<td class="py-3 px-4">混元大模型</td>
|
||
<td class="py-3 px-4">金融大模型</td>
|
||
<td class="py-3 px-4">AI金融应用</td>
|
||
<td class="py-3 px-4">标准级金融大模型落地，公司为混元大模型标准级标准级集成合作伙伴</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">世纪恒通</td>
|
||
<td class="py-3 px-4">混元大模型</td>
|
||
<td class="py-3 px-4">大模型应用</td>
|
||
<td class="py-3 px-4">AI生态</td>
|
||
<td class="py-3 px-4">公司正在与腾讯混元大模型进行实质业务需求沟通</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">值得买</td>
|
||
<td class="py-3 px-4">混元大模型</td>
|
||
<td class="py-3 px-4">AI助手</td>
|
||
<td class="py-3 px-4">AI应用</td>
|
||
<td class="py-3 px-4">公司AI购物助手'小值'入驻基于腾讯混元大模型</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">岭南股份</td>
|
||
<td class="py-3 px-4">其他</td>
|
||
<td class="py-3 px-4">VR/云计算</td>
|
||
<td class="py-3 px-4">数字技术</td>
|
||
<td class="py-3 px-4">公司已与腾讯签署长期战略合作协议，在VR、云计算、大数据等领域展开合作</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">梦网科技</td>
|
||
<td class="py-3 px-4">其他</td>
|
||
<td class="py-3 px-4">云通信</td>
|
||
<td class="py-3 px-4">通信服务</td>
|
||
<td class="py-3 px-4">与华为、腾讯等企业在云通信领域展开产品联合研发、建设、运维</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">ST华通</td>
|
||
<td class="py-3 px-4">腾讯持股</td>
|
||
<td class="py-3 px-4">游戏</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">腾讯持股比例A股第一</td>
|
||
<td class="py-3 px-4">10%</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">博思软件</td>
|
||
<td class="py-3 px-4">腾讯持股</td>
|
||
<td class="py-3 px-4">财税</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">腾讯持股比例A股第二</td>
|
||
<td class="py-3 px-4">8%</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">永辉超市</td>
|
||
<td class="py-3 px-4">腾讯持股</td>
|
||
<td class="py-3 px-4">零售</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">腾讯持股比例A股第三</td>
|
||
<td class="py-3 px-4">5.27%</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">中国联通</td>
|
||
<td class="py-3 px-4">腾讯持股</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">腾讯持股比例A股第四</td>
|
||
<td class="py-3 px-4">5.06%</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">泛微网络</td>
|
||
<td class="py-3 px-4">腾讯持股</td>
|
||
<td class="py-3 px-4">OA软件</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">腾讯持股比例A股第五</td>
|
||
<td class="py-3 px-4">4.89%</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">博纳影业</td>
|
||
<td class="py-3 px-4">腾讯持股</td>
|
||
<td class="py-3 px-4">影视</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">腾讯持股比例A股第六</td>
|
||
<td class="py-3 px-4">3.899%</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">长亮科技</td>
|
||
<td class="py-3 px-4">腾讯持股</td>
|
||
<td class="py-3 px-4">银行IT</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">腾讯持股比例A股第七</td>
|
||
<td class="py-3 px-4">2.48%</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">神州信息</td>
|
||
<td class="py-3 px-4">腾讯持股</td>
|
||
<td class="py-3 px-4">量子技术</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">腾讯持股比例A股第八</td>
|
||
<td class="py-3 px-4">2.01%</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">天融信</td>
|
||
<td class="py-3 px-4">腾讯持股</td>
|
||
<td class="py-3 px-4">网络安全</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">腾讯持股比例A股第九</td>
|
||
<td class="py-3 px-4">1.95%</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("tsparticles", {
|
||
particles: {
|
||
number: {
|
||
value: 30,
|
||
density: {
|
||
enable: true,
|
||
value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#3b82f6"
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
opacity: {
|
||
value: 0.5,
|
||
random: false
|
||
},
|
||
size: {
|
||
value: 3,
|
||
random: true
|
||
},
|
||
move: {
|
||
enable: true,
|
||
speed: 2,
|
||
direction: "none",
|
||
random: false,
|
||
straight: false,
|
||
out_mode: "out"
|
||
}
|
||
},
|
||
interactivity: {
|
||
detect_on: "canvas",
|
||
events: {
|
||
onhover: {
|
||
enable: true,
|
||
mode: "repulse"
|
||
},
|
||
onclick: {
|
||
enable: true,
|
||
mode: "push"
|
||
}
|
||
}
|
||
},
|
||
retina_detect: true
|
||
});
|
||
|
||
// 添加平滑滚动效果
|
||
document.querySelectorAll('a[href^="#"]').forEach(anchor => {
|
||
anchor.addEventListener('click', function (e) {
|
||
e.preventDefault();
|
||
document.querySelector(this.getAttribute('href')).scrollIntoView({
|
||
behavior: 'smooth'
|
||
});
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |