542 lines
34 KiB
HTML
542 lines
34 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="zh-CN" data-theme="night">
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>深度行研 | 国产游戏黑神话</title>
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
|
||
<link rel="preconnect" href="https://fonts.googleapis.com">
|
||
<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
|
||
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=Noto+Sans+SC:wght@300;400;500;700&display=swap" rel="stylesheet">
|
||
|
||
<style>
|
||
body {
|
||
font-family: 'Inter', 'Noto Sans SC', sans-serif;
|
||
background-color: #020010;
|
||
color: #E0E0E0;
|
||
overflow-x: hidden;
|
||
}
|
||
.aurora-bg {
|
||
position: fixed;
|
||
top: 0;
|
||
left: 0;
|
||
width: 100%;
|
||
height: 100%;
|
||
z-index: -1;
|
||
background-image:
|
||
radial-gradient(ellipse 50% 80% at 20% -20%, rgba(58, 11, 255, 0.2), transparent),
|
||
radial-gradient(ellipse 50% 80% at 80% 120%, rgba(255, 60, 143, 0.2), transparent);
|
||
filter: blur(80px);
|
||
animation: move-glow 20s infinite alternate;
|
||
}
|
||
@keyframes move-glow {
|
||
from { transform: translate(-10%, -10%) scale(1); }
|
||
to { transform: translate(10%, 10%) scale(1.2); }
|
||
}
|
||
.glass-card {
|
||
background: rgba(18, 18, 28, 0.5);
|
||
backdrop-filter: blur(20px);
|
||
-webkit-backdrop-filter: blur(20px);
|
||
border: 1px solid rgba(255, 255, 255, 0.1);
|
||
transition: all 0.3s ease;
|
||
}
|
||
.glass-card:hover {
|
||
transform: translateY(-5px);
|
||
box-shadow: 0 10px 30px rgba(0, 0, 0, 0.3), 0 0 20px rgba(91, 137, 255, 0.2);
|
||
border-color: rgba(91, 137, 255, 0.3);
|
||
}
|
||
.bento-grid {
|
||
display: grid;
|
||
gap: 1.5rem;
|
||
grid-template-columns: repeat(12, 1fr);
|
||
}
|
||
.bento-item {
|
||
grid-column: span 12;
|
||
}
|
||
@media (min-width: 1024px) {
|
||
.bento-item-span-4 { grid-column: span 4; }
|
||
.bento-item-span-6 { grid-column: span 6; }
|
||
.bento-item-span-8 { grid-column: span 8; }
|
||
.bento-item-span-12 { grid-column: span 12; }
|
||
}
|
||
.glow-border {
|
||
position: relative;
|
||
}
|
||
.glow-border::before {
|
||
content: '';
|
||
position: absolute;
|
||
inset: -1px;
|
||
border-radius: 1.5rem; /* match card border-radius */
|
||
background: conic-gradient(from 180deg at 50% 50%, #2a8af6 0deg, #a855f7 180deg, #2a8af6 360deg);
|
||
z-index: -1;
|
||
filter: blur(15px);
|
||
opacity: 0;
|
||
transition: opacity 0.3s ease-in-out;
|
||
}
|
||
.glow-border:hover::before {
|
||
opacity: 0.5;
|
||
}
|
||
.section-title {
|
||
background: -webkit-linear-gradient(45deg, #a6c0fe, #f68084);
|
||
-webkit-background-clip: text;
|
||
-webkit-text-fill-color: transparent;
|
||
}
|
||
.modal-box {
|
||
background: rgba(10, 10, 18, 0.8);
|
||
backdrop-filter: blur(30px);
|
||
border: 1px solid rgba(255, 255, 255, 0.1);
|
||
}
|
||
.table th, .table td {
|
||
border-bottom: 1px solid rgba(255, 255, 255, 0.1);
|
||
}
|
||
.table th {
|
||
color: #a6c0fe;
|
||
}
|
||
.stat-value {
|
||
color: #f68084;
|
||
}
|
||
</style>
|
||
</head>
|
||
|
||
<body class="min-h-screen">
|
||
<div class="aurora-bg"></div>
|
||
<div class="container mx-auto p-4 sm:p-6 lg:p-8" x-data="{ stockModal: { open: false, data: {} } }">
|
||
|
||
<!-- Header -->
|
||
<header class="text-center my-12">
|
||
<h1 class="text-4xl md:text-6xl font-bold tracking-tight bg-clip-text text-transparent bg-gradient-to-br from-gray-200 to-gray-500">
|
||
深度行研
|
||
</h1>
|
||
<p class="mt-4 text-2xl md:text-4xl font-semibold section-title">国产游戏黑神话</p>
|
||
<div class="mt-6 text-xs text-gray-500 max-w-2xl mx-auto">
|
||
<p>北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
|
||
<p>本报告为AI合成数据，所有内容仅供分析参考，不构成任何投资建议，投资需谨慎。</p>
|
||
</div>
|
||
</header>
|
||
|
||
<!-- Main Content Grid -->
|
||
<main class="space-y-12">
|
||
|
||
<!-- Insight: Core View -->
|
||
<section class="glass-card rounded-3xl p-6 md:p-8 glow-border">
|
||
<h2 class="text-2xl font-bold mb-4 section-title">核心观点摘要</h2>
|
||
<p class="text-gray-300 leading-relaxed">《黑神话：悟空》的现象级成功，标志着中国游戏产业从“模式创新”向“工业化内容创造”的质变拐点。它不仅验证了国产3A游戏在全球市场的商业可行性，更是一次强有力的文化输出，其核心驱动力是 <strong class="text-cyan-400">顶级工业化能力与中国传统文化IP的完美结合</strong>。未来，该概念的潜力将从单一爆款游戏的成功，延伸至 <strong class="text-fuchsia-400">整个3A游戏产业链的价值重估和“黑神话”IP宇宙的长期商业化开发</strong>。</p>
|
||
</section>
|
||
|
||
<!-- Data Bento Grid -->
|
||
<div class="bento-grid">
|
||
<!-- Event Timeline -->
|
||
<div class="bento-item bento-item-span-8 glass-card rounded-3xl p-6 md:p-8">
|
||
<h3 class="text-xl font-bold mb-4 text-gray-200">概念事件时间轴</h3>
|
||
<ul class="timeline timeline-snap-icon max-md:timeline-compact timeline-vertical">
|
||
<li>
|
||
<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
|
||
<div class="timeline-start md:text-end mb-10">
|
||
<time class="font-mono italic text-sm">2018 - 2024</time>
|
||
<div class="text-lg font-black">立项与开发</div>
|
||
游戏科学工作室历时超6年开发，获腾讯、英雄互娱投资。
|
||
</div>
|
||
<hr/>
|
||
</li>
|
||
<li>
|
||
<hr/>
|
||
<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
|
||
<div class="timeline-end mb-10">
|
||
<time class="font-mono italic text-sm">2024.08.20</time>
|
||
<div class="text-lg font-black">全球同步上线</div>
|
||
引爆市场，Steam同时在线玩家数当晚突破200万，历史峰值排名第三。
|
||
</div>
|
||
<hr/>
|
||
</li>
|
||
<li>
|
||
<hr/>
|
||
<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
|
||
<div class="timeline-start md:text-end mb-10">
|
||
<time class="font-mono italic text-sm">2024.09.20</time>
|
||
<div class="text-lg font-black">销量与收入新高</div>
|
||
第三方机构数据显示销量达2000万份，总收入超67.9亿元。
|
||
</div>
|
||
<hr/>
|
||
</li>
|
||
<li>
|
||
<hr/>
|
||
<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
|
||
<div class="timeline-end">
|
||
<time class="font-mono italic text-sm">至今</time>
|
||
<div class="text-lg font-black">IP宇宙拓展 & 全球认可</div>
|
||
公布续作《黑神话：钟馗》，获TGA、IGN等多项国际大奖提名。
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<!-- Market Performance -->
|
||
<div class="bento-item bento-item-span-4 glass-card rounded-3xl p-6 md:p-8 flex flex-col justify-between">
|
||
<h3 class="text-xl font-bold mb-4 text-gray-200">市场表现</h3>
|
||
<div class="stats stats-vertical bg-transparent">
|
||
<div class="stat">
|
||
<div class="stat-title text-gray-400">预估总收入 (截至9月)</div>
|
||
<div class="stat-value text-3xl font-bold">~67.9 亿 <span class="text-lg">RMB</span></div>
|
||
<div class="stat-desc text-gray-500">来源: VG Insights</div>
|
||
</div>
|
||
<div class="stat">
|
||
<div class="stat-title text-gray-400">预估总销量</div>
|
||
<div class="stat-value text-3xl font-bold">~2000 万 <span class="text-lg">份</span></div>
|
||
<div class="stat-desc text-gray-500">首周破1000万份</div>
|
||
</div>
|
||
<div class="stat">
|
||
<div class="stat-title text-gray-400">Steam历史峰值在线</div>
|
||
<div class="stat-value text-3xl font-bold">排名 <span class="text-fuchsia-400">#3</span></div>
|
||
<div class="stat-desc text-gray-500">峰值超200万</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Chart: Online Players -->
|
||
<div class="bento-item bento-item-span-6 glass-card rounded-3xl p-6 md:p-8">
|
||
<h3 class="text-xl font-bold mb-4 text-gray-200">Steam在线玩家数增长 (首日)</h3>
|
||
<div id="online-players-chart" class="w-full h-80"></div>
|
||
</div>
|
||
|
||
<!-- Chart: Hardware Impact -->
|
||
<div class="bento-item bento-item-span-6 glass-card rounded-3xl p-6 md:p-8">
|
||
<h3 class="text-xl font-bold mb-4 text-gray-200">对硬件市场的带动效应</h3>
|
||
<div id="hardware-impact-chart" class="w-full h-80"></div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Insight: Core Logic -->
|
||
<section class="glass-card rounded-3xl p-6 md:p-8 glow-border">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">核心逻辑与市场认知分析</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<!-- Driver 1 -->
|
||
<div class="p-4 rounded-xl border border-white/10 bg-white/5">
|
||
<h4 class="font-bold text-lg mb-2 text-cyan-300">工业化能力的“亮剑”</h4>
|
||
<p class="text-sm text-gray-400">基于虚幻5引擎，展现了与国际顶尖水平接轨的工业化生产能力。彻底打破“中国做不出3A游戏”的刻板印象，堪称游戏界的《流浪地球》，是支撑概念最硬的逻辑。</p>
|
||
</div>
|
||
<!-- Driver 2 -->
|
||
<div class="p-4 rounded-xl border border-white/10 bg-white/5">
|
||
<h4 class="font-bold text-lg mb-2 text-cyan-300">文化自信与全球共鸣</h4>
|
||
<p class="text-sm text-gray-400">取材全球知名IP《西游记》，通过创新叙事和顶级美术，成功实现“中国故事，国际表达”。获得央媒和外交部肯定，是政策鼓励的“文化出海”标杆。</p>
|
||
</div>
|
||
<!-- Driver 3 -->
|
||
<div class="p-4 rounded-xl border border-white/10 bg-white/5">
|
||
<h4 class="font-bold text-lg mb-2 text-cyan-300">商业模式的突破</h4>
|
||
<p class="text-sm text-gray-400">作为买断制单机游戏，首周超30亿收入远超去年国产买断制游戏总和，验证了新一代玩家为高质量内容付费的意愿和能力，开辟了新的商业增长曲线。</p>
|
||
</div>
|
||
</div>
|
||
<!-- Expectation Gap -->
|
||
<div class="mt-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-gray-200">预期差分析：机遇与风险</h3>
|
||
<div class="space-y-4 text-gray-300">
|
||
<div class="flex items-start gap-4">
|
||
<span class="text-amber-400 mt-1">⚠️</span>
|
||
<div><strong class="text-amber-400">成本与盈利预期差：</strong>市场普遍认知成本为3-5亿，但路演信息暗示可能高达7-10亿。这意味着3A游戏的盈利门槛极高，对后续效仿者构成巨大挑战。</div>
|
||
</div>
|
||
<div class="flex items-start gap-4">
|
||
<span class="text-amber-400 mt-1">⚠️</span>
|
||
<div><strong class="text-amber-400">技术水平预期差：</strong>虽实现巨大突破，但在AI NPC等核心技术细节上与国际顶尖作品仍有差距，市场热情可能过度神化了其技术完美度。</div>
|
||
</div>
|
||
<div class="flex items-start gap-4">
|
||
<span class="text-amber-400 mt-1">⚠️</span>
|
||
<div><strong class="text-amber-400">行业普适性预期差：</strong>其成功是顶尖团队+顶级IP+长期主义的结合，不可复制性高。市场可能高估了“黑神话效应”对整个游戏板块的短期普惠作用。</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Insight: Catalysts & Future Path -->
|
||
<section class="glass-card rounded-3xl p-6 md:p-8 glow-border">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">关键催化剂与未来发展路径</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-fuchsia-400">近期催化剂 (3-6个月)</h3>
|
||
<ul class="space-y-3 list-disc list-inside text-gray-300">
|
||
<li><strong class="text-white">国行PS5版本发售：</strong>带来新一波销量增长和市场热度。</li>
|
||
<li><strong class="text-white">TGA 2024颁奖典礼：</strong>已获4项提名，任何获奖都将是巨大营销催化剂。</li>
|
||
<li><strong class="text-white">首个DLC或重大更新：</strong>维持游戏热度和社区活跃度的关键。</li>
|
||
<li><strong class="text-white">官方设定集上市：</strong>IP商业化价值的试金石。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-cyan-400">长期发展路径</h3>
|
||
<ul class="space-y-3 list-disc list-inside text-gray-300">
|
||
<li><strong class="text-white">“黑神话宇宙”构建：</strong>以3-5年一部的速度推新作，打造中国神话IP矩阵。</li>
|
||
<li><strong class="text-white">IP跨媒体运营：</strong>推出动画电影、剧集等，实现IP价值最大化。</li>
|
||
<li><strong class="text-white">产业生态催化：</strong>激励更多资本和人才投身3A开发，带动上下游产业链成熟。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Insight: Industry Chain -->
|
||
<section class="glass-card rounded-3xl p-6 md:p-8 glow-border">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">产业链与核心公司剖析</h2>
|
||
<div class="flex flex-col lg:flex-row gap-6">
|
||
<div class="flex-1 space-y-4">
|
||
<div class="p-4 rounded-xl border border-cyan-500/30 bg-cyan-500/10">
|
||
<h4 class="font-bold text-lg text-cyan-300">上游：技术与内容支持</h4>
|
||
<p class="text-sm text-gray-400">硬件(NVIDIA)、软件/服务(虚幻引擎)、定制字体(汉仪股份)、动捕(利亚德)、动画(大火鸟工作室)。</p>
|
||
</div>
|
||
<div class="p-4 rounded-xl border border-fuchsia-500/30 bg-fuchsia-500/10">
|
||
<h4 class="font-bold text-lg text-fuchsia-400">中游：研发与发行</h4>
|
||
<p class="text-sm text-gray-400">研发商(游戏科学)、投资方(腾讯、华谊兄弟)、出版发行(浙版传媒、皖新传媒)。</p>
|
||
</div>
|
||
<div class="p-4 rounded-xl border border-amber-500/30 bg-amber-500/10">
|
||
<h4 class="font-bold text-lg text-amber-400">下游：分发与衍生</h4>
|
||
<p class="text-sm text-gray-400">分发平台(Steam等)、云服务(顺网科技)、IP衍生(中信出版)、文旅合作等。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex-1">
|
||
<h3 class="text-lg font-semibold mb-4 text-gray-200">最具投资价值细分环节</h3>
|
||
<ol class="list-decimal list-inside space-y-3 text-gray-300">
|
||
<li><strong class="text-white">IP衍生与运营：</strong>最具想象空间，直接参与设定集、周边、影视改编的公司（如 <strong class="text-cyan-400">中信出版</strong>）将深度受益。</li>
|
||
<li><strong class="text-white">核心供应链与服务商：</strong>为顶尖游戏提供美术、动画等服务的“卖铲人”公司，业绩确定性高，风险相对分散。</li>
|
||
<li><strong class="text-white">云游戏平台：</strong>超130GB的体量和高配置要求为云游戏提供了绝佳入口和用户教育机会（如 <strong class="text-cyan-400">顺网科技</strong>）。</li>
|
||
</ol>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Table -->
|
||
<section class="glass-card rounded-3xl p-6 md:p-8">
|
||
<h2 class="text-2xl font-bold mb-4 section-title">相关概念股梳理</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>关联逻辑</th>
|
||
<th>核心标签</th>
|
||
<th>备注/澄清</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Core 'Black Myth' Concept Stocks -->
|
||
<tr class="hover:bg-primary/20">
|
||
<td>浙版传媒</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=601921" target="_blank" class="link link-primary">601921</a></td>
|
||
<td>游戏国内出版方，业务直接挂钩</td>
|
||
<td><div class="badge badge-primary badge-outline">黑神话核心</div></td>
|
||
<td class="text-green-400">逻辑最纯粹</td>
|
||
</tr>
|
||
<tr class="hover:bg-primary/20">
|
||
<td>中信出版</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300788" target="_blank" class="link link-primary">300788</a></td>
|
||
<td>独家出版游戏设定集</td>
|
||
<td><div class="badge badge-primary badge-outline">IP衍生</div></td>
|
||
<td class="text-green-400">IP价值变现直接参与者</td>
|
||
</tr>
|
||
<tr class="hover:bg-primary/20">
|
||
<td>华谊兄弟</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300027" target="_blank" class="link link-primary">300027</a></td>
|
||
<td>通过英雄互娱间接投资游戏科学</td>
|
||
<td><div class="badge badge-secondary badge-outline">间接投资</div></td>
|
||
<td class="text-yellow-400">财务投资收益</td>
|
||
</tr>
|
||
<!-- Supply Chain & Services -->
|
||
<tr class="hover:bg-accent/20">
|
||
<td>利亚德</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300296" target="_blank" class="link link-accent">300296</a></td>
|
||
<td>动作捕捉技术支持</td>
|
||
<td><div class="badge badge-accent badge-outline">核心供应链</div></td>
|
||
<td>技术“卖铲人”</td>
|
||
</tr>
|
||
<tr class="hover:bg-accent/20">
|
||
<td>顺网科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300113" target="_blank" class="link link-accent">300113</a></td>
|
||
<td>云游戏服务，承接硬件不达标用户</td>
|
||
<td><div class="badge badge-accent badge-outline">云服务</div></td>
|
||
<td>需求入口</td>
|
||
</tr>
|
||
<tr class="hover:bg-accent/20">
|
||
<td>雷柏科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002577" target="_blank" class="link link-accent">002577</a></td>
|
||
<td>游戏外设</td>
|
||
<td><div class="badge badge-accent badge-outline">外设</div></td>
|
||
<td>硬件生态</td>
|
||
</tr>
|
||
<!-- Clarified No Relation -->
|
||
<tr class="hover:bg-error/20">
|
||
<td>旗天科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300061" target="_blank" class="link link-error">300061</a></td>
|
||
<td>黑神话概念相关公司(市场关联)</td>
|
||
<td><div class="badge badge-error badge-outline">概念泛化</div></td>
|
||
<td class="text-red-400">已公告澄清无业务合作</td>
|
||
</tr>
|
||
<tr class="hover:bg-error/20">
|
||
<td>新迅达</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300518" target="_blank" class="link link-error">300518</a></td>
|
||
<td>其他概念相关公司</td>
|
||
<td><div class="badge badge-error badge-outline">概念泛化</div></td>
|
||
<td class="text-red-400">已公告澄清无业务关联</td>
|
||
</tr>
|
||
<!-- Broader Gaming Sector -->
|
||
<tr class="hover:bg-info/20">
|
||
<td>三七互娱</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002555" target="_blank" class="link link-info">002555</a></td>
|
||
<td>网络游戏龙头</td>
|
||
<td><div class="badge badge-info badge-outline">网络游戏</div></td>
|
||
<td class="text-gray-400">受益于板块情绪提振</td>
|
||
</tr>
|
||
<tr class="hover:bg-info/20">
|
||
<td>恺英网络</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002517" target="_blank" class="link link-info">002517</a></td>
|
||
<td>网络游戏</td>
|
||
<td><div class="badge badge-info badge-outline">网络游戏</div></td>
|
||
<td class="text-gray-400">受益于板块情绪提振</td>
|
||
</tr>
|
||
<!-- Potential Upside from Rise Analysis -->
|
||
<tr class="hover:bg-warning/20">
|
||
<td>黑牡丹</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600510" target="_blank" class="link link-warning">600510</a></td>
|
||
<td>市场传闻与游戏或数据中心关联</td>
|
||
<td><div class="badge badge-warning badge-outline">潜在关联</div></td>
|
||
<td><button class="btn btn-xs btn-outline btn-warning" @click="stockModal.data = riseAnalysisData['600510']; stockModal.open = true;">查看涨幅分析</button></td>
|
||
</tr>
|
||
<tr class="hover:bg-warning/20">
|
||
<td>东芯股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688110" target="_blank" class="link link-warning">688110</a></td>
|
||
<td>参股公司砺算芯片，与游戏关联传闻</td>
|
||
<td><div class="badge badge-warning badge-outline">国产芯片</div></td>
|
||
<td><button class="btn btn-xs btn-outline btn-warning" @click="stockModal.data = riseAnalysisData['688110']; stockModal.open = true;">查看涨幅分析</button></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
</div>
|
||
|
||
<!-- Stock Rise Analysis Modal -->
|
||
<dialog class="modal" :class="{'modal-open': stockModal.open}">
|
||
<div class="modal-box w-11/12 max-w-3xl">
|
||
<h3 class="font-bold text-lg mb-4" x-text="`${stockModal.data.stock} (${stockModal.data.stock_code}) 涨幅分析`"></h3>
|
||
<div class="prose max-w-none text-gray-300" x-html="stockModal.data.reason_html"></div>
|
||
<div class="modal-action">
|
||
<button class="btn" @click="stockModal.open = false">关闭</button>
|
||
</div>
|
||
</div>
|
||
<form method="dialog" class="modal-backdrop" @click="stockModal.open = false">
|
||
<button>close</button>
|
||
</form>
|
||
</dialog>
|
||
|
||
|
||
<script>
|
||
const onlinePlayersChart = echarts.init(document.getElementById('online-players-chart'), 'dark');
|
||
const onlinePlayersOption = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: { trigger: 'axis', backgroundColor: 'rgba(20,20,30,0.8)', borderColor: '#334155' },
|
||
grid: { left: '3%', right: '4%', bottom: '3%', containLabel: true },
|
||
xAxis: {
|
||
type: 'category',
|
||
boundaryGap: false,
|
||
data: ['10:00', '11:00', '11:40', '12:50', '18:47', '20:30'],
|
||
axisLine: { lineStyle: { color: '#4A5568' } }
|
||
},
|
||
yAxis: {
|
||
type: 'value',
|
||
axisLabel: { formatter: '{value} 万' },
|
||
splitLine: { lineStyle: { color: '#2D3748' } },
|
||
axisLine: { lineStyle: { color: '#4A5568' } }
|
||
},
|
||
series: [{
|
||
name: '在线玩家数',
|
||
type: 'line',
|
||
smooth: true,
|
||
symbol: 'none',
|
||
data: [0, 104.5, 120, 140, 150, 200],
|
||
areaStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{
|
||
offset: 0, color: 'rgba(42, 138, 246, 0.5)'
|
||
}, {
|
||
offset: 1, color: 'rgba(42, 138, 246, 0)'
|
||
}])
|
||
},
|
||
lineStyle: { color: '#2a8af6' },
|
||
itemStyle: { color: '#2a8af6' }
|
||
}]
|
||
};
|
||
onlinePlayersChart.setOption(onlinePlayersOption);
|
||
|
||
const hardwareImpactChart = echarts.init(document.getElementById('hardware-impact-chart'), 'dark');
|
||
const hardwareImpactOption = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: { trigger: 'axis', backgroundColor: 'rgba(20,20,30,0.8)', borderColor: '#334155' },
|
||
legend: {
|
||
data: ['同比增长率'],
|
||
textStyle: { color: '#A0AEC0' }
|
||
},
|
||
grid: { left: '3%', right: '4%', bottom: '3%', containLabel: true },
|
||
xAxis: {
|
||
type: 'category',
|
||
data: ['RTX40系游戏本', '电脑组件', '显卡品类', '组装机'],
|
||
axisLine: { lineStyle: { color: '#4A5568' } },
|
||
axisLabel: { interval: 0, rotate: 30 }
|
||
},
|
||
yAxis: {
|
||
type: 'value',
|
||
axisLabel: { formatter: '{value}%' },
|
||
splitLine: { lineStyle: { color: '#2D3748' } },
|
||
axisLine: { lineStyle: { color: '#4A5568' } }
|
||
},
|
||
series: [{
|
||
name: '同比增长率',
|
||
type: 'bar',
|
||
barWidth: '40%',
|
||
data: [100, 120, 200, 150],
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{ offset: 0, color: '#a855f7' },
|
||
{ offset: 1, color: '#6366f1' }
|
||
])
|
||
},
|
||
emphasis: {
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{ offset: 0, color: '#c084fc' },
|
||
{ offset: 1, color: '#818cf8' }
|
||
])
|
||
}
|
||
}
|
||
}]
|
||
};
|
||
hardwareImpactChart.setOption(hardwareImpactOption);
|
||
|
||
window.addEventListener('resize', () => {
|
||
onlinePlayersChart.resize();
|
||
hardwareImpactChart.resize();
|
||
});
|
||
|
||
const riseAnalysisData = {
|
||
"600510": {
|
||
stock: "黑牡丹",
|
||
stock_code: "600510",
|
||
reason_html: `<p><strong>市场观察：</strong>2025年8月20日，黑牡丹(600510)股价录得9.99%的涨幅。根据公开信息和市场讨论，此次股价变动可能与以下几个方面有关：</p>
|
||
<ul class="list-disc pl-5 space-y-2 mt-2">
|
||
<li><strong>游戏与数据中心概念关注度提升：</strong>《黑神话：钟馗》公布引发游戏板块关注，同时中国算力大会提升了数据中心、算力等概念热度。</li>
|
||
<li><strong>市场情绪与资金流向：</strong>市场传闻或投资者猜测黑牡丹可能与《黑神话》项目存在业务联系（缺乏官方证实）。数据显示近期出现融资净买入情况。</li>
|
||
<li><strong>风险提示：</strong>与《黑神话》的关联性未得到公司官方确认，存在信息不确定性和概念炒作风险。</li>
|
||
</ul>
|
||
<p class="mt-4"><strong>总结：</strong>股价上涨发生在游戏和数据中心概念受关注的背景下，伴随市场情绪和资金活动，但关键信息未经验证，建议投资者审慎判断。</p>`
|
||
},
|
||
"688110": {
|
||
stock: "东芯股份",
|
||
stock_code: "688110",
|
||
reason_html: `<p>市场观点认为东芯股份在2025年8月18日股价上涨7.01%或与以下几个因素有关：</p>
|
||
<ul class="list-disc pl-5 space-y-2 mt-2">
|
||
<li><strong>半导体/芯片板块整体行情影响：</strong>股价表现受整个芯片板块情绪的正面影响，呈现板块联动效应。</li>
|
||
<li><strong>对砺算芯片业务前景的预期：</strong>市场对公司参股的上海砺算芯片产品在国产算力芯片领域的发展抱有一定预期，特别是在游戏和消费级市场。</li>
|
||
<li><strong>与热门游戏《黑神话》的关联传闻：</strong>市场观点认为，若砺算芯片未来能应用于《黑神话》等热门游戏，将为公司带来增长机会。</li>
|
||
<li><strong>GPU/AI芯片国产替代逻辑：</strong>公司被部分市场观点认为是少数具备GPU自主研发能力的企业之一，在国产替代背景下具独特性。</li>
|
||
</ul>
|
||
<p class="mt-4"><strong>总结：</strong>股价表现是多重因素共同影响的结果，包括板块情绪、业务预期、热门游戏关联传闻及国产替代逻辑，共同影响了投资者情绪。</p>`
|
||
}
|
||
};
|
||
</script>
|
||
</body>
|
||
</html> |