834 lines
43 KiB
HTML
834 lines
43 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>AI PCB英伟达M9 - 深度投资分析</title>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.24/dist/full.min.css" rel="stylesheet" type="text/css" />
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet" type="text/css" />
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<link href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.5.1/css/all.min.css" rel="stylesheet">
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<script src="https://cdn.tailwindcss.com"></script>
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<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap');
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body {
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font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif;
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background: linear-gradient(135deg, #0f172a 0%, #1e293b 50%, #0f172a 100%);
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min-height: 100vh;
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}
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.hero-gradient {
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background: linear-gradient(135deg, #3b82f6 0%, #8b5cf6 50%, #ec4899 100%);
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}
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.card-hover {
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transition: all 0.3s cubic-bezier(0.4, 0, 0.2, 1);
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}
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.card-hover:hover {
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transform: translateY(-8px);
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box-shadow: 0 20px 40px rgba(0, 0, 0, 0.3);
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}
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.timeline-line {
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background: linear-gradient(180deg, #3b82f6 0%, #8b5cf6 100%);
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}
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.glass-effect {
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background: rgba(255, 255, 255, 0.05);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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}
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.tech-grid {
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background-image:
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linear-gradient(rgba(59, 130, 246, 0.1) 1px, transparent 1px),
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linear-gradient(90deg, rgba(59, 130, 246, 0.1) 1px, transparent 1px);
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background-size: 50px 50px;
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}
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.pulse-dot {
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animation: pulse 2s cubic-bezier(0.4, 0, 0.6, 1) infinite;
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}
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@keyframes pulse {
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0%, 100% { opacity: 1; }
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50% { opacity: 0.5; }
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}
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.scroll-container {
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scrollbar-width: thin;
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scrollbar-color: #4b5563 #1f2937;
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}
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.scroll-container::-webkit-scrollbar {
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height: 8px;
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width: 8px;
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}
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.scroll-container::-webkit-scrollbar-track {
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background: #1f2937;
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}
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.scroll-container::-webkit-scrollbar-thumb {
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background: #4b5563;
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border-radius: 4px;
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}
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.number-animate {
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animation: countUp 2s ease-out forwards;
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}
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@keyframes countUp {
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from { opacity: 0; transform: translateY(20px); }
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to { opacity: 1; transform: translateY(0); }
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}
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.gradient-text {
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background: linear-gradient(135deg, #60a5fa, #c084fc, #f472b6);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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.stock-table {
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display: block;
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overflow-x: auto;
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white-space: nowrap;
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}
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</style>
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</head>
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<body class="text-gray-100">
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<!-- Navigation -->
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<div class="navbar glass-effect fixed top-0 w-full z-50 px-4">
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<div class="max-w-7xl mx-auto">
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<div class="flex justify-between items-center h-16">
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<div class="flex items-center space-x-3">
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<div class="w-10 h-10 rounded-lg bg-gradient-to-br from-blue-500 to-purple-600 flex items-center justify-center">
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<i class="fas fa-microchip text-white"></i>
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</div>
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<span class="text-xl font-bold gradient-text">AI PCB英伟达M9</span>
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</div>
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<div class="hidden md:flex space-x-6">
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<a href="#overview" class="hover:text-blue-400 transition">核心逻辑</a>
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<a href="#timeline" class="hover:text-blue-400 transition">事件时间轴</a>
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<a href="#industry" class="hover:text-blue-400 transition">产业链</a>
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<a href="#stocks" class="hover:text-blue-400 transition">核心标的</a>
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<a href="#risks" class="hover:text-blue-400 transition">风险提示</a>
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</div>
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</div>
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</div>
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</div>
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<!-- Hero Section -->
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<section class="hero-gradient min-h-screen flex items-center relative overflow-hidden tech-grid">
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<div class="absolute inset-0 bg-black opacity-30"></div>
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<div class="container mx-auto px-6 relative z-10">
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<div class="grid md:grid-cols-2 gap-12 items-center">
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<div class="number-animate">
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<div class="inline-block px-4 py-2 bg-white/20 rounded-full mb-6 backdrop-blur-sm">
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<span class="text-sm font-semibold">🚀 英伟达Rubin系列确认采用M9材料</span>
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</div>
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<h1 class="text-5xl md:text-6xl font-bold mb-6 leading-tight">
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AI服务器PCB<br>
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<span class="gradient-text">材料革命浪潮</span>
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</h1>
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<p class="text-xl mb-8 text-gray-100">
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2026年Rubin系列量产在即，M9等级覆铜板将开启千亿市场空间。钻针、Q布、HVLP4铜箔成最紧缺环节。
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</p>
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<div class="flex flex-wrap gap-4 mb-8">
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<div class="glass-effect px-6 py-3 rounded-xl">
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<div class="text-3xl font-bold text-blue-400">5×</div>
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<div class="text-sm text-gray-300">钻针需求增长</div>
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</div>
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<div class="glass-effect px-6 py-3 rounded-xl">
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<div class="text-3xl font-bold text-purple-400">78层</div>
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<div class="text-sm text-gray-300">正交背板层数</div>
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</div>
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<div class="glass-effect px-6 py-3 rounded-xl">
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<div class="text-3xl font-bold text-pink-400">千亿</div>
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<div class="text-sm text-gray-300">市场空间</div>
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</div>
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</div>
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<div class="flex space-x-4">
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<button onclick="document.getElementById('overview').scrollIntoView({behavior: 'smooth'})"
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class="px-8 py-3 bg-white text-gray-900 rounded-xl font-semibold hover:bg-gray-100 transition">
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深度分析
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</button>
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<button onclick="document.getElementById('stocks').scrollIntoView({behavior: 'smooth'})"
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class="px-8 py-3 glass-effect rounded-xl font-semibold hover:bg-white/20 transition">
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查看标的
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</button>
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</div>
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</div>
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<div class="relative">
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<div class="absolute inset-0 bg-gradient-to-r from-blue-500/20 to-purple-500/20 rounded-3xl blur-3xl"></div>
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<canvas id="trendChart" class="relative z-10"></canvas>
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</div>
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</div>
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</div>
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<div class="absolute bottom-10 left-1/2 transform -translate-x-1/2 pulse-dot">
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<i class="fas fa-chevron-down text-2xl"></i>
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</div>
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</section>
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<!-- Core Logic Section -->
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<section id="overview" class="py-20 px-6">
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<div class="max-w-7xl mx-auto">
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<div class="text-center mb-12">
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<h2 class="text-4xl font-bold mb-4">核心逻辑与市场认知</h2>
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<p class="text-xl text-gray-400">从算力升级到材料革命的必然路径</p>
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</div>
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<div class="grid md:grid-cols-3 gap-8 mb-12">
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<div class="glass-effect rounded-2xl p-8 card-hover">
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<div class="w-16 h-16 bg-blue-500/20 rounded-2xl flex items-center justify-center mb-6">
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<i class="fas fa-rocket text-2xl text-blue-400"></i>
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</div>
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<h3 class="text-2xl font-bold mb-4">算力需求爆炸</h3>
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<p class="text-gray-400 mb-4">AI模型向万亿参数演进，推理和后训练需求激增</p>
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<div class="border-l-4 border-blue-400 pl-4">
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<p class="text-sm">2030年AI基础设施市场规模达3-5万亿美元</p>
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</div>
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</div>
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<div class="glass-effect rounded-2xl p-8 card-hover">
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<div class="w-16 h-16 bg-purple-500/20 rounded-2xl flex items-center justify-center mb-6">
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<i class="fas fa-network-wired text-2xl text-purple-400"></i>
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</div>
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<h3 class="text-2xl font-bold mb-4">架构复杂化</h3>
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<p class="text-gray-400 mb-4">从铜缆互联到正交背板，PCB层数和集成度要求空前</p>
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<div class="border-l-4 border-purple-400 pl-4">
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<p class="text-sm">Rubin Ultra: 3块26层合成78层板</p>
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</div>
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</div>
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<div class="glass-effect rounded-2xl p-8 card-hover">
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<div class="w-16 h-16 bg-pink-500/20 rounded-2xl flex items-center justify-center mb-6">
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<i class="fas fa-atom text-2xl text-pink-400"></i>
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</div>
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<h3 class="text-2xl font-bold mb-4">材料革命</h3>
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<p class="text-gray-400 mb-4">M9材料组合升级，Q布+HVLP4铜箔+碳氢树脂</p>
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<div class="border-l-4 border-pink-400 pl-4">
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<p class="text-sm">球形二氧化硅用量翻倍增长</p>
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</div>
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</div>
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</div>
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<div class="glass-effect rounded-2xl p-8">
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<h3 class="text-2xl font-bold mb-6">预期差分析</h3>
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<div class="grid md:grid-cols-2 gap-6">
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<div class="border-l-4 border-yellow-400 pl-6">
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<h4 class="text-xl font-semibold mb-3 text-yellow-400">时间差</h4>
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<p class="text-gray-400">市场憧憬2026年千亿空间，但GB300仅小批量订单，存在2-3季度业绩真空期</p>
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</div>
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<div class="border-l-4 border-green-400 pl-6">
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<h4 class="text-xl font-semibold mb-3 text-green-400">结构性</h4>
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<p class="text-gray-400">钻针需求增5倍（200孔/针），其他环节为"极紧"，紧缺程度差异巨大</p>
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</div>
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<div class="border-l-4 border-red-400 pl-6">
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<h4 class="text-xl font-semibold mb-3 text-red-400">确定性</h4>
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<p class="text-gray-400">沪电50%份额为预期，Rubin供应商名单仍在角逐，竞争激烈</p>
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</div>
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<div class="border-l-4 border-blue-400 pl-6">
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<h4 class="text-xl font-semibold mb-3 text-blue-400">节奏</h4>
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<p class="text-gray-400">11月底Switch tray评估结果将是近期关键催化剂</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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</section>
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<!-- Timeline Section -->
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<section id="timeline" class="py-20 px-6 bg-gray-900/50">
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<div class="max-w-7xl mx-auto">
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<div class="text-center mb-12">
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<h2 class="text-4xl font-bold mb-4">关键事件时间轴</h2>
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<p class="text-xl text-gray-400">从概念引爆到业绩兑现的完整路径</p>
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</div>
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<div class="relative">
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<div class="absolute left-1/2 transform -translate-x-1/2 h-full w-1 timeline-line"></div>
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<div class="space-y-12">
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<div class="flex items-center">
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<div class="flex-1 text-right pr-8">
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<div class="glass-effect rounded-xl p-6 inline-block text-left">
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<div class="text-sm text-gray-400 mb-2">2024年Q3及之前</div>
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<h3 class="text-xl font-bold mb-2">市场培育期</h3>
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<p class="text-gray-400">关注GB200需求，Rubin尚在打样阶段</p>
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</div>
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||
</div>
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<div class="relative z-10 w-12 h-12 bg-blue-500 rounded-full flex items-center justify-center">
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<i class="fas fa-seedling text-white"></i>
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</div>
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<div class="flex-1 pl-8"></div>
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</div>
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<div class="flex items-center">
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<div class="flex-1 pr-8"></div>
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<div class="relative z-10 w-12 h-12 bg-purple-500 rounded-full flex items-center justify-center">
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<i class="fas fa-fire text-white"></i>
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</div>
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<div class="flex-1 pl-8">
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<div class="glass-effect rounded-xl p-6 inline-block">
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<div class="text-sm text-gray-400 mb-2">2024年10月21日</div>
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<h3 class="text-xl font-bold mb-2">概念引爆</h3>
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<p class="text-gray-400">台媒爆料Rubin采用M9材料，Q布、HVLP4、钻针成紧缺环节</p>
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</div>
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||
</div>
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||
</div>
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||
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<div class="flex items-center">
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<div class="flex-1 text-right pr-8">
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<div class="glass-effect rounded-xl p-6 inline-block text-left">
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<div class="text-sm text-gray-400 mb-2">2024年10-11月</div>
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<h3 class="text-xl font-bold mb-2">机构密集发声</h3>
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<p class="text-gray-400">国金、中信、广发等发布研报，板块到"超配时间点"</p>
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</div>
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</div>
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||
<div class="relative z-10 w-12 h-12 bg-pink-500 rounded-full flex items-center justify-center">
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||
<i class="fas fa-chart-line text-white"></i>
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||
</div>
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||
<div class="flex-1 pl-8"></div>
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||
</div>
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||
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<div class="flex items-center">
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<div class="flex-1 pr-8"></div>
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||
<div class="relative z-10 w-12 h-12 bg-yellow-500 rounded-full flex items-center justify-center">
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||
<i class="fas fa-clock text-white"></i>
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||
</div>
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||
<div class="flex-1 pl-8">
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||
<div class="glass-effect rounded-xl p-6 inline-block">
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||
<div class="text-sm text-gray-400 mb-2">2024年11月底</div>
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||
<h3 class="text-xl font-bold mb-2">关键评估节点</h3>
|
||
<p class="text-gray-400">Switch tray是否采用M9的评估结果</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-center">
|
||
<div class="flex-1 text-right pr-8">
|
||
<div class="glass-effect rounded-xl p-6 inline-block text-left">
|
||
<div class="text-sm text-gray-400 mb-2">2025年H2-2026年</div>
|
||
<h3 class="text-xl font-bold mb-2">量产兑现期</h3>
|
||
<p class="text-gray-400">Rubin大规模量产，M9产业链迎来业绩高峰</p>
|
||
</div>
|
||
</div>
|
||
<div class="relative z-10 w-12 h-12 bg-green-500 rounded-full flex items-center justify-center">
|
||
<i class="fas fa-trophy text-white"></i>
|
||
</div>
|
||
<div class="flex-1 pl-8"></div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Industry Chain Section -->
|
||
<section id="industry" class="py-20 px-6">
|
||
<div class="max-w-7xl mx-auto">
|
||
<div class="text-center mb-12">
|
||
<h2 class="text-4xl font-bold mb-4">产业链深度剖析</h2>
|
||
<p class="text-xl text-gray-400">从上游材料到下游设备的全景图谱</p>
|
||
</div>
|
||
|
||
<div class="grid md:grid-cols-2 lg:grid-cols-4 gap-6 mb-12">
|
||
<div class="glass-effect rounded-2xl p-6 card-hover">
|
||
<div class="flex items-center justify-between mb-4">
|
||
<h3 class="text-lg font-bold">Q布（石英布）</h3>
|
||
<span class="px-3 py-1 bg-red-500/20 text-red-400 rounded-full text-xs">极度紧缺</span>
|
||
</div>
|
||
<div class="space-y-3">
|
||
<div class="flex items-center justify-between">
|
||
<span class="text-gray-400">菲利华</span>
|
||
<span class="text-green-400">全球龙一</span>
|
||
</div>
|
||
<div class="flex items-center justify-between">
|
||
<span class="text-gray-400">中材科技</span>
|
||
<span class="text-blue-400">电子布满贯</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-effect rounded-2xl p-6 card-hover">
|
||
<div class="flex items-center justify-between mb-4">
|
||
<h3 class="text-lg font-bold">HVLP4铜箔</h3>
|
||
<span class="px-3 py-1 bg-orange-500/20 text-orange-400 rounded-full text-xs">高度紧缺</span>
|
||
</div>
|
||
<div class="space-y-3">
|
||
<div class="flex items-center justify-between">
|
||
<span class="text-gray-400">德福科技</span>
|
||
<span class="text-green-400">全球龙二</span>
|
||
</div>
|
||
<div class="flex items-center justify-between">
|
||
<span class="text-gray-400">铜冠铜箔</span>
|
||
<span class="text-blue-400">进度稍慢</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-effect rounded-2xl p-6 card-hover">
|
||
<div class="flex items-center justify-between mb-4">
|
||
<h3 class="text-lg font-bold">钻针</h3>
|
||
<span class="px-3 py-1 bg-red-500/20 text-red-400 rounded-full text-xs">最紧缺</span>
|
||
</div>
|
||
<div class="space-y-3">
|
||
<div class="flex items-center justify-between">
|
||
<span class="text-gray-400">鼎泰高科</span>
|
||
<span class="text-green-400">全球龙一</span>
|
||
</div>
|
||
<div class="flex items-center justify-between">
|
||
<span class="text-gray-400">需求变化</span>
|
||
<span class="text-yellow-400">5倍提升</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-effect rounded-2xl p-6 card-hover">
|
||
<div class="flex items-center justify-between mb-4">
|
||
<h3 class="text-lg font-bold">M9 CCL</h3>
|
||
<span class="px-3 py-1 bg-purple-500/20 text-purple-400 rounded-full text-xs">核心环节</span>
|
||
</div>
|
||
<div class="space-y-3">
|
||
<div class="flex items-center justify-between">
|
||
<span class="text-gray-400">生益科技</span>
|
||
<span class="text-green-400">大陆唯一</span>
|
||
</div>
|
||
<div class="flex items-center justify-between">
|
||
<span class="text-gray-400">南亚新材</span>
|
||
<span class="text-blue-400">技术领先</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="grid md:grid-cols-3 gap-8">
|
||
<div class="glass-effect rounded-2xl p-8">
|
||
<h3 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-microchip mr-3 text-blue-400"></i>
|
||
PCB制造
|
||
</h3>
|
||
<div class="space-y-4">
|
||
<div class="p-4 bg-gray-800/50 rounded-xl">
|
||
<h4 class="font-semibold mb-2">胜宏科技</h4>
|
||
<p class="text-sm text-gray-400 mb-2">AI PCB龙头，当前英伟达业务敞口最大</p>
|
||
<div class="flex items-center text-xs">
|
||
<span class="px-2 py-1 bg-blue-500/20 text-blue-400 rounded">GB200核心供应商</span>
|
||
<span class="ml-2 text-gray-500">60%+份额预期</span>
|
||
</div>
|
||
</div>
|
||
<div class="p-4 bg-gray-800/50 rounded-xl">
|
||
<h4 class="font-semibold mb-2">沪电股份</h4>
|
||
<p class="text-sm text-gray-400 mb-2">正交背板核心预期</p>
|
||
<div class="flex items-center text-xs">
|
||
<span class="px-2 py-1 bg-purple-500/20 text-purple-400 rounded">Rubin Ultra 50%份额</span>
|
||
<span class="ml-2 text-gray-500">再造一个沪电</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-effect rounded-2xl p-8">
|
||
<h3 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-tools mr-3 text-purple-400"></i>
|
||
PCB设备
|
||
</h3>
|
||
<div class="space-y-4">
|
||
<div class="p-4 bg-gray-800/50 rounded-xl">
|
||
<h4 class="font-semibold mb-2">大族数控</h4>
|
||
<p class="text-sm text-gray-400">CCD背钻机替代海外竞品</p>
|
||
<div class="flex items-center text-xs mt-2">
|
||
<span class="text-green-400">市场份额持续提升</span>
|
||
</div>
|
||
</div>
|
||
<div class="p-4 bg-gray-800/50 rounded-xl">
|
||
<h4 class="font-semibold mb-2">芯基微装</h4>
|
||
<p class="text-sm text-gray-400">直写光刻技术领先</p>
|
||
<div class="flex items-center text-xs mt-2">
|
||
<span class="text-blue-400">覆盖PCB全产品市场</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-effect rounded-2xl p-8">
|
||
<h3 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-vial mr-3 text-pink-400"></i>
|
||
其他材料
|
||
</h3>
|
||
<div class="space-y-4">
|
||
<div class="p-4 bg-gray-800/50 rounded-xl">
|
||
<h4 class="font-semibold mb-2">碳氢树脂</h4>
|
||
<p class="text-sm text-gray-400">东材科技 - M9树脂批量供货</p>
|
||
</div>
|
||
<div class="p-4 bg-gray-800/50 rounded-xl">
|
||
<h4 class="font-semibold mb-2">球形硅微粉</h4>
|
||
<p class="text-sm text-gray-400">联瑞新材 - 用量翻倍增长</p>
|
||
</div>
|
||
<div class="p-4 bg-gray-800/50 rounded-xl">
|
||
<h4 class="font-semibold mb-2">低介电电子布</h4>
|
||
<p class="text-sm text-gray-400">宏和科技、国际复材布局</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stocks Table Section -->
|
||
<section id="stocks" class="py-20 px-6 bg-gray-900/50">
|
||
<div class="max-w-7xl mx-auto">
|
||
<div class="text-center mb-12">
|
||
<h2 class="text-4xl font-bold mb-4">核心标的全览</h2>
|
||
<p class="text-xl text-gray-400">产业链各环节关键公司数据对比</p>
|
||
</div>
|
||
|
||
<div class="glass-effect rounded-2xl p-6">
|
||
<div class="mb-6 flex flex-wrap gap-3">
|
||
<button onclick="filterCategory('all')" class="px-4 py-2 bg-blue-500 text-white rounded-lg hover:bg-blue-600 transition">
|
||
全部
|
||
</button>
|
||
<button onclick="filterCategory('AI服务器相关')" class="px-4 py-2 glass-effect rounded-lg hover:bg-white/20 transition">
|
||
AI服务器
|
||
</button>
|
||
<button onclick="filterCategory('覆铜板')" class="px-4 py-2 glass-effect rounded-lg hover:bg-white/20 transition">
|
||
覆铜板
|
||
</button>
|
||
<button onclick="filterCategory('HVL')" class="px-4 py-2 glass-effect rounded-lg hover:bg-white/20 transition">
|
||
HVLP铜箔
|
||
</button>
|
||
<button onclick="filterCategory('PCB耗材')" class="px-4 py-2 glass-effect rounded-lg hover:bg-white/20 transition">
|
||
PCB耗材
|
||
</button>
|
||
</div>
|
||
|
||
<div class="overflow-x-auto scroll-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4">股票</th>
|
||
<th class="text-left py-3 px-4">分类</th>
|
||
<th class="text-left py-3 px-4">项目/规模</th>
|
||
<th class="text-left py-3 px-4">产业链位置</th>
|
||
<th class="text-left py-3 px-4">核心亮点</th>
|
||
<th class="text-left py-3 px-4">资料来源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody id="stocksTableBody">
|
||
<!-- 表格数据将通过JavaScript动态生成 -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 推荐组合 -->
|
||
<div class="mt-12 grid md:grid-cols-3 gap-6">
|
||
<div class="glass-effect rounded-2xl p-6 border-l-4 border-green-400">
|
||
<div class="flex items-center justify-between mb-4">
|
||
<h3 class="text-xl font-bold">首选推荐</h3>
|
||
<i class="fas fa-star text-yellow-400"></i>
|
||
</div>
|
||
<p class="text-gray-400 mb-4">逻辑最纯粹，弹性最大</p>
|
||
<div class="space-y-2">
|
||
<div class="flex items-center justify-between">
|
||
<span>鼎泰高科</span>
|
||
<span class="text-green-400 text-sm">钻针全球龙一</span>
|
||
</div>
|
||
<div class="flex items-center justify-between">
|
||
<span>菲利华</span>
|
||
<span class="text-green-400 text-sm">Q布全球龙一</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-effect rounded-2xl p-6 border-l-4 border-blue-400">
|
||
<div class="flex items-center justify-between mb-4">
|
||
<h3 class="text-xl font-bold">稳健配置</h3>
|
||
<i class="fas fa-shield-alt text-blue-400"></i>
|
||
</div>
|
||
<p class="text-gray-400 mb-4">确定性高，份额稳固</p>
|
||
<div class="space-y-2">
|
||
<div class="flex items-center justify-between">
|
||
<span>生益科技</span>
|
||
<span class="text-blue-400 text-sm">英伟达CCL核心</span>
|
||
</div>
|
||
<div class="flex items-center justify-between">
|
||
<span>胜宏科技</span>
|
||
<span class="text-blue-400 text-sm">AI PCB龙头</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-effect rounded-2xl p-6 border-l-4 border-purple-400">
|
||
<div class="flex items-center justify-between mb-4">
|
||
<h3 class="text-xl font-bold">高弹性标的</h3>
|
||
<i class="fas fa-rocket text-purple-400"></i>
|
||
</div>
|
||
<p class="text-gray-400 mb-4">想象空间大，兑现较晚</p>
|
||
<div class="space-y-2">
|
||
<div class="flex items-center justify-between">
|
||
<span>沪电股份</span>
|
||
<span class="text-purple-400 text-sm">正交背板预期</span>
|
||
</div>
|
||
<div class="flex items-center justify-between">
|
||
<span>德福科技</span>
|
||
<span class="text-purple-400 text-sm">HVLP4领先</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Risks Section -->
|
||
<section id="risks" class="py-20 px-6">
|
||
<div class="max-w-7xl mx-auto">
|
||
<div class="text-center mb-12">
|
||
<h2 class="text-4xl font-bold mb-4">潜在风险与挑战</h2>
|
||
<p class="text-xl text-gray-400">投资决策必须考虑的关键因素</p>
|
||
</div>
|
||
|
||
<div class="grid md:grid-cols-2 gap-8">
|
||
<div class="glass-effect rounded-2xl p-8">
|
||
<h3 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3 text-yellow-400"></i>
|
||
技术风险
|
||
</h3>
|
||
<div class="space-y-4">
|
||
<div class="p-4 bg-gray-800/50 rounded-xl">
|
||
<h4 class="font-semibold mb-2">M9材料加工难度高</h4>
|
||
<p class="text-sm text-gray-400">Q布硬度高、钻针寿命短，影响PCB生产良率和成本</p>
|
||
</div>
|
||
<div class="p-4 bg-gray-800/50 rounded-xl">
|
||
<h4 class="font-semibold mb-2">技术替代风险</h4>
|
||
<p class="text-sm text-gray-400">mSAP工艺、CoWoP封装等颠覆性技术的潜在冲击</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-effect rounded-2xl p-8">
|
||
<h3 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-chart-line mr-3 text-red-400"></i>
|
||
商业化风险
|
||
</h3>
|
||
<div class="space-y-4">
|
||
<div class="p-4 bg-gray-800/50 rounded-xl">
|
||
<h4 class="font-semibold mb-2">需求递延风险</h4>
|
||
<p class="text-sm text-gray-400">宏观经济下行或AI应用落地不及预期</p>
|
||
</div>
|
||
<div class="p-4 bg-gray-800/50 rounded-xl">
|
||
<h4 class="font-semibold mb-2">成本压力</h4>
|
||
<p class="text-sm text-gray-400">M9全产业链升级抬高服务器成本</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-effect rounded-2xl p-8">
|
||
<h3 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-globe mr-3 text-blue-400"></i>
|
||
政策与竞争风险
|
||
</h3>
|
||
<div class="space-y-4">
|
||
<div class="p-4 bg-gray-800/50 rounded-xl">
|
||
<h4 class="font-semibold mb-2">地缘政治风险</h4>
|
||
<p class="text-sm text-gray-400">PCB供应链可能受贸易摩擦冲击</p>
|
||
</div>
|
||
<div class="p-4 bg-gray-800/50 rounded-xl">
|
||
<h4 class="font-semibold mb-2">日企竞争压力</h4>
|
||
<p class="text-sm text-gray-400">日本在高端铜箔、钻针领域仍具领先优势</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-effect rounded-2xl p-8">
|
||
<h3 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-info-circle mr-3 text-purple-400"></i>
|
||
信息验证风险
|
||
</h3>
|
||
<div class="space-y-4">
|
||
<div class="p-4 bg-gray-800/50 rounded-xl">
|
||
<h4 class="font-semibold mb-2">时间差矛盾</h4>
|
||
<p class="text-sm text-gray-400">千亿空间是远景，当前GB300订单疲软</p>
|
||
</div>
|
||
<div class="p-4 bg-gray-800/50 rounded-xl">
|
||
<h4 class="font-semibold mb-2">份额不确定性</h4>
|
||
<p class="text-sm text-gray-400">各厂商份额仍在激烈争夺中</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Footer -->
|
||
<footer class="py-12 px-6 border-t border-gray-800">
|
||
<div class="max-w-7xl mx-auto text-center">
|
||
<p class="text-gray-400 mb-4">数据来源：新闻、路演、专家访谈、上市公司公告</p>
|
||
<p class="text-sm text-gray-500">投资有风险，本页面仅供参考不构成投资建议</p>
|
||
<div class="mt-6 flex justify-center space-x-6">
|
||
<a href="#" class="text-gray-400 hover:text-white transition">
|
||
<i class="fab fa-github text-xl"></i>
|
||
</a>
|
||
<a href="#" class="text-gray-400 hover:text-white transition">
|
||
<i class="fab fa-twitter text-xl"></i>
|
||
</a>
|
||
<a href="#" class="text-gray-400 hover:text-white transition">
|
||
<i class="fab fa-linkedin text-xl"></i>
|
||
</a>
|
||
</div>
|
||
</div>
|
||
</footer>
|
||
|
||
<script>
|
||
// 股票数据
|
||
const stocksData = [
|
||
{stock: '鹏鼎控股', category: 'AI服务器相关', project: 'PCB：350亿元/99.64%', industry: 'AI服务器', chain: 'HD升级至16~20L水平，已切入全球知名服务器客户供应链', source: '互动'},
|
||
{stock: '沪电股份', category: 'AI服务器相关', project: 'PCB：128亿元/96.23%', industry: 'AI服务器', chain: 'AI服务器和HPC相关PCB占比约31%', source: '调研'},
|
||
{stock: '景旺电子', category: 'AI服务器相关', project: 'PCB：120亿元/94.67%', industry: 'AI服务器', chain: '在AI服务器领域已有批量订单出货', source: '互动'},
|
||
{stock: '深南电路', category: 'AI服务器相关', project: 'PCB：105亿元/58.6%', industry: 'AI服务器', chain: '重点布局数据中心（含服务器）', source: '调研'},
|
||
{stock: '胜宏科技', category: 'AI服务器相关', project: 'PCB：100亿元/93.66%', industry: 'AI服务器', chain: '推出高阶HDI、高频高速PCB，部分产品已批量供货', source: '互动'},
|
||
{stock: '生益科技', category: '覆铜板', project: '覆铜板：147.91亿元/72.55%', industry: '覆铜板', chain: '英伟达三大CCL之一，大陆唯一', source: '—'},
|
||
{stock: '德福科技', category: 'HVL', project: 'HVL铜箔研究的技术突破', industry: 'HVL', chain: '批量出货HVL前三代，第四代送样验证中', source: '互动'},
|
||
{stock: '鼎泰高科', category: 'PCB耗材', project: 'PCB钻针全球销量市占率26.5%', industry: 'PCB耗材', chain: '全球PCB钻针龙头，月产能9400万支', source: '研报/互动'},
|
||
{stock: '菲利华', category: '低介电电子布', project: 'Low DK/CTE高端领域布局', industry: '低介电电子布', chain: '全球Q布龙头', source: '公告/研报'},
|
||
{stock: '东材科技', category: '碳氢树脂', project: '5200吨高频高速特种树脂项目', industry: '碳氢树脂', chain: '国内碳氢树脂龙头，M9树脂批量供货', source: '互动/纪要'},
|
||
];
|
||
|
||
// 初始化表格
|
||
function initTable() {
|
||
const tbody = document.getElementById('stocksTableBody');
|
||
tbody.innerHTML = '';
|
||
|
||
stocksData.forEach(stock => {
|
||
const row = document.createElement('tr');
|
||
row.className = 'border-b border-gray-800 hover:bg-gray-800/50 transition';
|
||
row.innerHTML = `
|
||
<td class="py-3 px-4 font-semibold">${stock.stock}</td>
|
||
<td class="py-3 px-4">
|
||
<span class="px-2 py-1 bg-blue-500/20 text-blue-400 rounded text-xs">
|
||
${stock.category}
|
||
</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-400">${stock.project}</td>
|
||
<td class="py-3 px-4 text-gray-400">${stock.chain}</td>
|
||
<td class="py-3 px-4 text-gray-400">${stock.industry}</td>
|
||
<td class="py-3 px-4">
|
||
<span class="text-xs px-2 py-1 bg-gray-700 rounded">${stock.source}</span>
|
||
</td>
|
||
`;
|
||
tbody.appendChild(row);
|
||
});
|
||
}
|
||
|
||
// 筛选功能
|
||
function filterCategory(category) {
|
||
const rows = document.querySelectorAll('#stocksTableBody tr');
|
||
rows.forEach(row => {
|
||
if (category === 'all') {
|
||
row.style.display = '';
|
||
} else {
|
||
const categoryCell = row.querySelector('td:nth-child(2)').textContent;
|
||
row.style.display = categoryCell.includes(category) ? '' : 'none';
|
||
}
|
||
});
|
||
}
|
||
|
||
// 初始化趋势图表
|
||
function initTrendChart() {
|
||
const ctx = document.getElementById('trendChart');
|
||
if (ctx) {
|
||
new Chart(ctx, {
|
||
type: 'line',
|
||
data: {
|
||
labels: ['2024Q1', '2024Q2', '2024Q3', '2024Q4', '2025Q1', '2025Q2', '2025Q3', '2025Q4', '2026Q1'],
|
||
datasets: [{
|
||
label: 'AI PCB市场规模(亿元)',
|
||
data: [100, 150, 200, 280, 350, 420, 500, 600, 693],
|
||
borderColor: '#3b82f6',
|
||
backgroundColor: 'rgba(59, 130, 246, 0.1)',
|
||
tension: 0.4,
|
||
fill: true
|
||
}, {
|
||
label: 'M9材料渗透率(%)',
|
||
data: [0, 0, 5, 15, 30, 45, 60, 75, 85],
|
||
borderColor: '#8b5cf6',
|
||
backgroundColor: 'rgba(139, 92, 246, 0.1)',
|
||
tension: 0.4,
|
||
fill: true
|
||
}]
|
||
},
|
||
options: {
|
||
responsive: true,
|
||
maintainAspectRatio: false,
|
||
plugins: {
|
||
legend: {
|
||
labels: {
|
||
color: '#fff'
|
||
}
|
||
}
|
||
},
|
||
scales: {
|
||
x: {
|
||
grid: {
|
||
color: 'rgba(255, 255, 255, 0.1)'
|
||
},
|
||
ticks: {
|
||
color: '#fff'
|
||
}
|
||
},
|
||
y: {
|
||
grid: {
|
||
color: 'rgba(255, 255, 255, 0.1)'
|
||
},
|
||
ticks: {
|
||
color: '#fff'
|
||
}
|
||
}
|
||
}
|
||
}
|
||
});
|
||
}
|
||
}
|
||
|
||
// 页面加载完成后初始化
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
initTable();
|
||
initTrendChart();
|
||
|
||
// 平滑滚动
|
||
document.querySelectorAll('a[href^="#"]').forEach(anchor => {
|
||
anchor.addEventListener('click', function (e) {
|
||
e.preventDefault();
|
||
const target = document.querySelector(this.getAttribute('href'));
|
||
if (target) {
|
||
target.scrollIntoView({
|
||
behavior: 'smooth',
|
||
block: 'start'
|
||
});
|
||
}
|
||
});
|
||
});
|
||
|
||
// 数字动画效果
|
||
const observerOptions = {
|
||
threshold: 0.5
|
||
};
|
||
|
||
const observer = new IntersectionObserver((entries) => {
|
||
entries.forEach(entry => {
|
||
if (entry.isIntersecting) {
|
||
entry.target.classList.add('number-animate');
|
||
}
|
||
});
|
||
}, observerOptions);
|
||
|
||
document.querySelectorAll('.glass-effect').forEach(el => {
|
||
observer.observe(el);
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|