399 lines
30 KiB
HTML
399 lines
30 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>豆包大模型 - 概念深度研究报告</title>
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/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>
|
||
|
||
<style>
|
||
@keyframes subtle-float {
|
||
0% { transform: translateY(0px); }
|
||
50% { transform: translateY(-10px); }
|
||
100% { transform: translateY(0px); }
|
||
}
|
||
|
||
@keyframes subtle-glow-spin {
|
||
0% { transform: rotate(0deg) scale(1); filter: blur(60px); opacity: 0.5; }
|
||
50% { transform: rotate(180deg) scale(1.1); filter: blur(70px); opacity: 0.7; }
|
||
100% { transform: rotate(360deg) scale(1); filter: blur(60px); opacity: 0.5; }
|
||
}
|
||
|
||
body {
|
||
background-color: #020412;
|
||
color: #E0E0E0;
|
||
overflow-x: hidden;
|
||
font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, "Noto Sans", sans-serif;
|
||
}
|
||
|
||
.bg-glass {
|
||
background: rgba(15, 23, 42, 0.4); /* slate-900 with alpha */
|
||
backdrop-filter: blur(24px) saturate(150%);
|
||
-webkit-backdrop-filter: blur(24px) saturate(150%);
|
||
border: 1px solid rgba(255, 255, 255, 0.08);
|
||
}
|
||
|
||
.glow-sphere {
|
||
position: absolute;
|
||
border-radius: 50%;
|
||
animation: subtle-glow-spin 40s linear infinite;
|
||
pointer-events: none;
|
||
z-index: -1;
|
||
}
|
||
|
||
.main-title {
|
||
text-shadow: 0 0 15px rgba(0, 255, 255, 0.6), 0 0 30px rgba(0, 255, 255, 0.4);
|
||
}
|
||
|
||
.section-title {
|
||
text-shadow: 0 0 8px rgba(167, 139, 250, 0.5); /* violet-400 glow */
|
||
}
|
||
|
||
.bento-card:hover {
|
||
transform: translateY(-5px) scale(1.01);
|
||
border-color: rgba(0, 255, 255, 0.4);
|
||
box-shadow: 0 0 20px rgba(0, 255, 255, 0.1);
|
||
}
|
||
|
||
details summary {
|
||
cursor: pointer;
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="min-h-screen relative">
|
||
<!-- Background Glows -->
|
||
<div class="glow-sphere" style="top: -20%; left: -15%; width: 50vw; height: 50vw; background: radial-gradient(circle, rgba(74, 222, 128, 0.4) 0%, rgba(74, 222, 128, 0) 60%);"></div>
|
||
<div class="glow-sphere" style="top: 50%; right: -25%; width: 60vw; height: 60vw; background: radial-gradient(circle, rgba(99, 102, 241, 0.3) 0%, rgba(99, 102, 241, 0) 60%); animation-delay: -20s;"></div>
|
||
<div class="glow-sphere" style="bottom: -10%; left: 10%; width: 40vw; height: 40vw; background: radial-gradient(circle, rgba(236, 72, 153, 0.25) 0%, rgba(236, 72, 153, 0) 60%); animation-delay: -10s;"></div>
|
||
|
||
<div class="container mx-auto p-4 md:p-8 space-y-12">
|
||
<header class="text-center py-12">
|
||
<h1 class="text-5xl md:text-7xl font-bold main-title tracking-tighter">豆包大模型</h1>
|
||
<h2 class="text-2xl md:text-3xl text-cyan-300 font-light mt-4 tracking-wide">概念深度研究报告</h2>
|
||
<p class="mt-8 text-sm text-gray-500 max-w-2xl mx-auto">
|
||
由 北京价值前沿科技有限公司 AI投研agent：“价小前投研” 呈现。
|
||
<br>
|
||
本报告内容由AI基于公开信息合成，旨在提供研究参考，不构成任何投资建议，投资需谨慎。
|
||
</p>
|
||
</header>
|
||
|
||
<main x-data="{}" class="space-y-16">
|
||
<!-- Section 1: Core Insight -->
|
||
<section id="insight">
|
||
<div class="bg-glass rounded-3xl p-6 md:p-8 space-y-8">
|
||
<h3 class="text-3xl font-bold section-title text-violet-400 mb-6">核心洞察：从流量圈地到生态构建</h3>
|
||
|
||
<div class="prose prose-invert max-w-none text-gray-300">
|
||
<p class="lead text-lg text-gray-200">豆包大模型正处在<strong>从“流量圈地”向“生态构建”高速跃迁</strong>的关键阶段。其核心驱动力是<strong>“技术平权（极低成本）+ 流量优势（字节生态）”</strong>的双轮驱动，通过C端应用（豆包APP）的爆发式增长验证产品力并获取海量数据飞轮，同时通过B端（火山引擎）向智能终端和垂直行业进行深度渗透。其未来潜力不仅在于C端应用的商业化变现，更在于其作为AI时代的核心基础设施，有望重塑硬件终端、汽车、内容创作等多个万亿级赛道，并催生一个庞大的国产算力与应用生态。</p>
|
||
|
||
<h4>核心驱动力分析</h4>
|
||
<ul>
|
||
<li><strong>成本颠覆与商业化加速：</strong> 以<code>pro-32k</code>版推理输入价格<strong>0.0008元/千tokens</strong>（比行业均价低99.3%）的革命性低价策略，极大降低了AI应用开发门槛，加速全行业商业化落地。</li>
|
||
<li><strong>技术快速迭代与性能对标：</strong> 并非“便宜没好货”，豆包通用模型pro宣称<strong>全面对标GPT-4o</strong>，语音模型在中文场景下满意度超越GPT-4o，视频生成模型登顶全球竞技场第一。高性能+低成本组合构成核心竞争力。</li>
|
||
<li><strong>C端流量的“数据飞轮”：</strong> 依托字节生态，豆包APP用户规模破<strong>1.6亿</strong>，MAU近<strong>6000万</strong>，成为全球第二、国内第一的AI应用。海量用户交互为模型迭代提供了宝贵的真实世界数据。</li>
|
||
<li><strong>B端生态的全面渗透：</strong> 通过火山引擎，正积极将其能力嵌入<strong>汽车</strong>（与八成主流品牌合作）和<strong>智能终端</strong>（覆盖3亿台设备）两大领域，从“APP”进化为“OS级”的AI底座。</li>
|
||
</ul>
|
||
|
||
<h4>市场预期差分析</h4>
|
||
<p>市场普遍关注其C端用户增长，但可能<strong>低估了其B端渗透的速度和深度</strong>。汽车、手机等场景的日均tokens调用量呈50-100倍的指数级增长，这部分价值和未来收入贡献可能尚未被充分定价。同时，市场的宏大叙事可能忽略了其面临的<strong>算力瓶颈</strong>（高端芯片供应不足）、<strong>数据瓶颈</strong>（高质量语料耗尽风险）和<strong>盈利压力</strong>（当前推理业务亏损）等现实挑战。</p>
|
||
|
||
<h4>关键催化剂与未来发展路径</h4>
|
||
<p><strong>近期催化剂 (3-6个月):</strong> C端商业化启动（预计2025 Q1/Q2）、AI硬件新品发布（AI眼镜/手机）、豆包大模型新版本迭代、算力采购进展。</p>
|
||
<p><strong>长期发展路径:</strong></p>
|
||
<ol>
|
||
<li><strong>第一阶段 (当前): 流量扩张与生态卡位。</strong>通过免费+低价策略，最大化C/B端市场份额。</li>
|
||
<li><strong>第二阶段 (1-3年): 商业化探索与生态深化。</strong>启动C端增值服务，深化B端行业解决方案，构建开发者生态。</li>
|
||
<li><strong>第三阶段 (3-5年+): AI Agent与硬件革命。</strong>实现从“工具”到“智能体”的进化，主导新一代智能硬件发展，形成闭环生态。</li>
|
||
</ol>
|
||
|
||
<h4>投资启示</h4>
|
||
<p>豆包概念已进入由基本面数据驱动的成长阶段，但盈利模式尚未验证。最具投资价值的细分环节为：</p>
|
||
<ol>
|
||
<li><strong>上游算力基础设施：</strong> 这是整个AI浪潮中<strong>确定性最高</strong>的方向。日均30万亿tokens的使用量已转化为对服务器、液冷、光模块的刚性需求。</li>
|
||
<li><strong>AI终端核心组件：</strong> 随着AI走向端侧，提供低功耗、高能效计算的<strong>端侧SoC芯片</strong>和<strong>智能模组</strong>厂商将迎来结构性机会。</li>
|
||
</ol>
|
||
<p>需重点跟踪验证的关键指标包括：豆包APP的DAU/留存率、单位tokens推理成本变化、C/B端商业化收入、与头部终端厂商合作的新增预装量，以及字节跳动的AI资本开支。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Section 2: Bento Grid for Key Data -->
|
||
<section id="bento-grid">
|
||
<h3 class="text-3xl font-bold section-title text-violet-400 mb-8 text-center">关键数据与里程碑</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 lg:grid-cols-4 gap-6">
|
||
<!-- Token Usage Chart -->
|
||
<div class="md:col-span-2 lg:col-span-2 row-span-2 bg-glass rounded-3xl p-6 transition-all duration-300 ease-in-out bento-card flex flex-col">
|
||
<h4 class="text-xl font-semibold text-cyan-300 mb-2">Tokens日均使用量 (万亿)</h4>
|
||
<p class="text-sm text-gray-400 mb-4">从“百亿”到“数十万亿”的指数级增长</p>
|
||
<div id="tokenChart" class="flex-grow w-full h-64 md:h-full"></div>
|
||
</div>
|
||
|
||
<!-- MAU Growth -->
|
||
<div class="bg-glass rounded-3xl p-6 transition-all duration-300 ease-in-out bento-card">
|
||
<h4 class="text-xl font-semibold text-cyan-300">用户规模</h4>
|
||
<p class="text-4xl font-bold mt-2">1.6亿+</p>
|
||
<p class="text-gray-400">累计用户 (截至24年底)</p>
|
||
<p class="text-3xl font-bold mt-4">~6000万</p>
|
||
<p class="text-gray-400">MAU (24年11月)，全球第二</p>
|
||
</div>
|
||
|
||
<!-- Pricing Strategy -->
|
||
<div class="bg-glass rounded-3xl p-6 transition-all duration-300 ease-in-out bento-card">
|
||
<h4 class="text-xl font-semibold text-cyan-300">颠覆性定价</h4>
|
||
<p class="text-4xl font-bold mt-2">¥0.0008<span class="text-lg">/千Tokens</span></p>
|
||
<p class="text-gray-400">Pro-32k版输入价，较行业低99.3%</p>
|
||
<p class="mt-4 text-gray-300">视觉理解模型成本仅行业平均<strong>15%</strong></p>
|
||
</div>
|
||
|
||
<!-- Tech Milestones -->
|
||
<div class="bg-glass rounded-3xl p-6 transition-all duration-300 ease-in-out bento-card">
|
||
<h4 class="text-xl font-semibold text-cyan-300">技术里程碑</h4>
|
||
<ul class="list-disc list-inside mt-2 text-gray-300 space-y-1">
|
||
<li><strong>1.6版:</strong> 高考数学144分</li>
|
||
<li><strong>实时语音:</strong> 中文拟人性超4O</li>
|
||
<li><strong>视觉模型:</strong> 视觉深度思考</li>
|
||
<li><strong>UltraMem:</strong> 推理成本最高降83%</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<!-- Ecosystem -->
|
||
<div class="bg-glass rounded-3xl p-6 transition-all duration-300 ease-in-out bento-card">
|
||
<h4 class="text-xl font-semibold text-cyan-300">生态渗透</h4>
|
||
<ul class="list-disc list-inside mt-2 text-gray-300 space-y-1">
|
||
<li><strong>汽车:</strong> 与特斯拉/赛力斯等8成主流品牌合作</li>
|
||
<li><strong>终端:</strong> 覆盖手机/PC等设备约3亿台</li>
|
||
<li><strong>硬件:</strong> 发布Ola Friend智能耳机</li>
|
||
<li><strong>激励:</strong> 启动“豆包股”长期激励计划</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Section 3: Data Summaries Accordion -->
|
||
<section id="data-summary">
|
||
<h3 class="text-3xl font-bold section-title text-violet-400 mb-8 text-center">多源信息摘要</h3>
|
||
<div class="space-y-4 max-w-5xl mx-auto">
|
||
<div class="collapse collapse-plus bg-glass rounded-2xl">
|
||
<input type="radio" name="my-accordion-3" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium text-gray-200">
|
||
新闻数据摘要
|
||
</div>
|
||
<div class="collapse-content prose prose-invert max-w-none text-gray-400">
|
||
<ul>
|
||
<li><strong>模型迭代:</strong> 从1.5 Pro到1.6系列，性能持续提升，发布包括thinking、flash、vision等多个版本，覆盖文本、语音、视觉、视频全模态。</li>
|
||
<li><strong>技术细节:</strong> 模型尺寸扩展至800B，采用非MOE架构，提出UltraMem稀疏架构提升推理效率。预训练数据量约500TB。</li>
|
||
<li><strong>市场数据:</strong> Tokens日均使用量从2024年5月的1200亿增至2025年9月的超30万亿。豆包APP MAU近6000万，位列全球第二。</li>
|
||
<li><strong>生态合作:</strong> 汽车领域与特斯拉、赛力斯、上汽等深度合作；智能终端覆盖3亿设备；与中科蓝讯等芯片厂商对接。</li>
|
||
<li><strong>公司战略:</strong> 推出“豆包股”激励计划，显示其长期战略核心地位。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-glass rounded-2xl">
|
||
<input type="radio" name="my-accordion-3" />
|
||
<div class="collapse-title text-xl font-medium text-gray-200">
|
||
路演纪要精华
|
||
</div>
|
||
<div class="collapse-content prose prose-invert max-w-none text-gray-400">
|
||
<ul>
|
||
<li><strong>成本革命:</strong> 千token定价0.8分，开启超低成本时代，推动AI应用越过盈亏平衡点。</li>
|
||
<li><strong>算力需求:</strong> 若MAU达1亿，推理需约35万张A100卡。字节已成国内最大AI芯片采购方，预计将带来国产算力大规模投资。</li>
|
||
<li><strong>终端布局:</strong> 视觉模型发布被认为是AI眼镜进化的关键节点。字节计划推出AI眼镜，并与努比亚合作手机，布局AI Agent与硬件生态。</li>
|
||
<li><strong>商业化路径:</strong> C端当前免费换流量，DAU破亿后考虑广告、电商、增值服务变现。B端通过火山引擎提供API调用和解决方案。</li>
|
||
<li><strong>技术瓶颈:</strong> 面临高端算力供应不足、高质量语料可能耗尽、Transformer架构幻觉问题等长期挑战。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-glass rounded-2xl">
|
||
<input type="radio" name="my-accordion-3" />
|
||
<div class="collapse-title text-xl font-medium text-gray-200">
|
||
研报核心观点
|
||
</div>
|
||
<div class="collapse-content prose prose-invert max-w-none text-gray-400">
|
||
<ul>
|
||
<li><strong>产品矩阵:</strong> 豆包是具备多模态能力的“模型家族”，涵盖通用、语音、视觉、视频等全系列模型，并拥有豆包、星绘、即梦等C端应用矩阵。</li>
|
||
<li><strong>性能评测:</strong> 豆包通用模型pro综合能力全面对标GPT-4o，在多项评测中得分优于GPT-4o、Claude 3.5 Sonnet，且价格仅为后者1/8。</li>
|
||
<li><strong>市场份额:</strong> 据IDC数据，火山引擎以46.4%市场份额位居中国公有云上大模型调用量第一。豆包APP下载量断层领先。</li>
|
||
<li><strong>产业链影响:</strong> 豆包的破圈将带动全产业链商业化加速，预计将带来千亿级AI服务器资本开支需求，利好上游算力与下游应用环节。</li>
|
||
<li><strong>投资机会:</strong> 研报构建了“豆包指数”，回测显示显著跑赢大盘。投资机会覆盖算力（芯片、服务器）、应用（营销、游戏）和端侧（AI硬件）三大方向。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Section 4: Stocks -->
|
||
<section id="stocks">
|
||
<h3 class="text-3xl font-bold section-title text-violet-400 mb-8 text-center">概念相关股票池</h3>
|
||
|
||
<div class="bg-glass rounded-3xl p-6 md:p-8 overflow-x-auto">
|
||
<h4 class="text-2xl font-semibold mb-6 text-gray-200">产业链核心标的</h4>
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="bg-transparent text-gray-400">股票名称</th>
|
||
<th class="bg-transparent text-gray-400">股票代码</th>
|
||
<th class="bg-transparent text-gray-400">核心逻辑</th>
|
||
<th class="bg-transparent text-gray-400">产业链环节</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- 上游 -->
|
||
<tr class="border-b border-gray-800"><td colspan="4" class="font-bold text-lg text-cyan-400 pt-4">上游：基础设施与核心组件</td></tr>
|
||
<tr class="border-b border-gray-800"><td>润泽科技</td><td><a href="https://valuefrontier.cn/company?scode=300442" target="_blank" class="link link-hover text-blue-400">300442</a></td><td>算力</td><td>上游</td></tr>
|
||
<tr class="border-b border-gray-800"><td>海天瑞声</td><td><a href="https://valuefrontier.cn/company?scode=688787" target="_blank" class="link link-hover text-blue-400">688787</a></td><td>AI语料</td><td>上游</td></tr>
|
||
<tr class="border-b border-gray-800"><td>中科蓝讯</td><td><a href="https://valuefrontier.cn/company?scode=688332" target="_blank" class="link link-hover text-blue-400">688332</a></td><td>SOC芯片 (与火山方舟对接)</td><td>上游</td></tr>
|
||
<tr class="border-b border-gray-800"><td>乐鑫科技</td><td><a href="https://valuefrontier.cn/company?scode=688018" target="_blank" class="link link-hover text-blue-400">688018</a></td><td>SOC芯片</td><td>上游</td></tr>
|
||
<tr class="border-b border-gray-800"><td>恒玄科技</td><td><a href="https://valuefrontier.cn/company?scode=688608" target="_blank" class="link link-hover text-blue-400">688608</a></td><td>SOC芯片</td><td>上游</td></tr>
|
||
<tr class="border-b border-gray-800"><td>云天励飞</td><td><a href="https://valuefrontier.cn/company?scode=688343" target="_blank" class="link link-hover text-blue-400">688343</a></td><td>SOC芯片</td><td>上游</td></tr>
|
||
<tr class="border-b border-gray-800"><td>润欣科技</td><td><a href="https://valuefrontier.cn/company?scode=300493" target="_blank" class="link link-hover text-blue-400">300493</a></td><td>方案商</td><td>上游</td></tr>
|
||
<tr class="border-b border-gray-800"><td>歌尔股份</td><td><a href="https://valuefrontier.cn/company?scode=002241" target="_blank" class="link link-hover text-blue-400">002241</a></td><td>代工厂</td><td>上游</td></tr>
|
||
|
||
<!-- 下游 -->
|
||
<tr class="border-b border-gray-800"><td colspan="4" class="font-bold text-lg text-cyan-400 pt-4">下游：应用与终端</td></tr>
|
||
<tr class="border-b border-gray-800"><td>奥飞娱乐</td><td><a href="https://valuefrontier.cn/company?scode=002292" target="_blank" class="link link-hover text-blue-400">002292</a></td><td>AI玩具</td><td>下游</td></tr>
|
||
<tr class="border-b border-gray-800"><td>佳禾智能</td><td><a href="https://valuefrontier.cn/company?scode=300793" target="_blank" class="link link-hover text-blue-400">300793</a></td><td>AI耳机</td><td>下游</td></tr>
|
||
<tr class="border-b border-gray-800"><td>瀛通通讯</td><td><a href="https://valuefrontier.cn/company?scode=002861" target="_blank" class="link link-hover text-blue-400">002861</a></td><td>AI耳机</td><td>下游</td></tr>
|
||
<tr class="border-b border-gray-800"><td>蓝色光标</td><td><a href="https://valuefrontier.cn/company?scode=300058" target="_blank" class="link link-hover text-blue-400">300058</a></td><td>抖音 (营销)</td><td>下游</td></tr>
|
||
<tr class="border-b border-gray-800"><td>宣亚国际</td><td><a href="https://valuefrontier.cn/company?scode=300612" target="_blank" class="link link-hover text-blue-400">300612</a></td><td>抖音 (营销)</td><td>下游</td></tr>
|
||
<tr class="border-b border-gray-800"><td>引力传媒</td><td><a href="https://valuefrontier.cn/company?scode=603598" target="_blank" class="link link-hover text-blue-400">603598</a></td><td>抖音 (营销)</td><td>下游</td></tr>
|
||
</tbody>
|
||
</table>
|
||
|
||
<h4 class="text-2xl font-semibold mt-12 mb-6 text-gray-200">异动个股涨跌幅归因分析</h4>
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="bg-transparent text-gray-400">股票名称</th>
|
||
<th class="bg-transparent text-gray-400">交易日期</th>
|
||
<th class="bg-transparent text-gray-400">涨跌幅</th>
|
||
<th class="bg-transparent text-gray-400">核心驱动逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800">
|
||
<td><a href="https://valuefrontier.cn/company?scode=688365" target="_blank" class="link link-hover text-blue-400">光云科技 (688365)</a></td>
|
||
<td>2025-06-09</td>
|
||
<td><span class="text-error font-mono">+9.89%</span></td>
|
||
<td>
|
||
<details>
|
||
<summary class="text-info">豆包概念走强及火山引擎大会预期</summary>
|
||
<div class="p-2 text-sm text-gray-400 prose prose-invert max-w-none">受益于豆包概念整体拉升，及市场对即将举行的火山引擎大会的AI进展预期。融资资金净买入提供动力。</div>
|
||
</details>
|
||
</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td><a href="https://valuefrontier.cn/company?scode=002881" target="_blank" class="link link-hover text-blue-400">美格智能 (002881)</a></td>
|
||
<td>2025-12-01</td>
|
||
<td><span class="text-error font-mono">+10.00%</span></td>
|
||
<td>
|
||
<details>
|
||
<summary class="text-info">“AI手机”核心概念引爆及豆包生态联动预期</summary>
|
||
<div class="p-2 text-sm text-gray-400 prose prose-invert max-w-none">豆包手机助手登陆努比亚手机，市场将美格智能定位为端侧AI硬件（智能模组）核心供应商，形成主题性上涨。</div>
|
||
</details>
|
||
</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td><a href="https://valuefrontier.cn/company?scode=300766" target="_blank" class="link link-hover text-blue-400">每日互动 (300766)</a></td>
|
||
<td>2025-12-01</td>
|
||
<td><span class="text-error font-mono">+7.04%</span></td>
|
||
<td>
|
||
<details>
|
||
<summary class="text-info">DeepSeek/豆包等大模型强绑定，数据要素核心受益</summary>
|
||
<div class="p-2 text-sm text-gray-400 prose prose-invert max-w-none">市场预期其作为领先的数据服务商，将为DeepSeek、豆包等大模型提供底层“数据燃料”，形成“AI时代的Oracle”叙事。</div>
|
||
</details>
|
||
</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td><a href="https://valuefrontier.cn/company?scode=002632" target="_blank" class="link link-hover text-blue-400">道明光学 (002632)</a></td>
|
||
<td>2025-12-02</td>
|
||
<td><span class="text-error font-mono">+10.01%</span></td>
|
||
<td>
|
||
<details>
|
||
<summary class="text-info">被挖掘为“豆包AI手机”核心供应商</summary>
|
||
<div class="p-2 text-sm text-gray-400 prose prose-invert max-w-none">其石墨烯散热膜应用于努比亚手机，在“AI手机”热潮中被市场视为核心概念股，形成概念驱动行情，但后被公司公告澄清。</div>
|
||
</details>
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
var chartDom = document.getElementById('tokenChart');
|
||
var myChart = echarts.init(chartDom, 'dark'); // Initialize with dark theme
|
||
var option;
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: {
|
||
type: 'cross',
|
||
label: {
|
||
backgroundColor: '#6a7985'
|
||
}
|
||
},
|
||
formatter: '{b}<br/>{a}: {c} 万亿'
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: [
|
||
{
|
||
type: 'category',
|
||
boundaryGap: false,
|
||
data: ['24年5月', '24年7月', '24年12月', '25年5月', '25年9月'],
|
||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.3)' } },
|
||
axisLabel: { color: '#E0E0E0' }
|
||
}
|
||
],
|
||
yAxis: [
|
||
{
|
||
type: 'value',
|
||
axisLine: { show: true, lineStyle: { color: 'rgba(255,255,255,0.3)' } },
|
||
axisLabel: { color: '#E0E0E0' },
|
||
splitLine: { lineStyle: { color: 'rgba(255,255,255,0.1)' } }
|
||
}
|
||
],
|
||
series: [
|
||
{
|
||
name: '日均Tokens',
|
||
type: 'line',
|
||
stack: 'Total',
|
||
smooth: true,
|
||
lineStyle: {
|
||
width: 2,
|
||
color: '#00ffff'
|
||
},
|
||
showSymbol: false,
|
||
areaStyle: {
|
||
opacity: 0.8,
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{ offset: 0, color: 'rgba(0, 255, 255, 0.5)' },
|
||
{ offset: 1, color: 'rgba(0, 255, 255, 0)' }
|
||
])
|
||
},
|
||
emphasis: {
|
||
focus: 'series'
|
||
},
|
||
data: [0.12, 0.5, 4, 16.4, 30] // Data in Trillion Tokens
|
||
}
|
||
]
|
||
};
|
||
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |