794 lines
36 KiB
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794 lines
36 KiB
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<title>秘塔AI概念深度分析报告</title>
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<body>
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 relative z-10">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold text-white mb-4">秘塔AI概念深度分析</h1>
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<p class="text-xl text-blue-200 max-w-3xl mx-auto">从产品验证到商业化早期，探索AI搜索领域的下一个独角兽</p>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="glass-effect p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
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<i class="fas fa-clock mr-3 text-blue-400"></i>概念事件时间轴
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</h2>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<div class="flex flex-wrap items-center mb-1">
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<span class="text-blue-300 font-semibold mr-4">2024-02</span>
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<span class="px-2 py-1 bg-blue-500 text-white text-xs rounded-full">产品落地</span>
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</div>
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<p class="text-white">秘塔AI搜索正式上线（网页+小程序）</p>
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</div>
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</div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<div class="flex flex-wrap items-center mb-1">
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<span class="text-blue-300 font-semibold mr-4">2024-03</span>
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<span class="px-2 py-1 bg-green-500 text-white text-xs rounded-full">数据催化</span>
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</div>
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<p class="text-white">访问量<strong>721万次</strong>（环比+551%），登顶AI增速榜</p>
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</div>
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</div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<div class="flex flex-wrap items-center mb-1">
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<span class="text-blue-300 font-semibold mr-4">2024-04-11</span>
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<span class="px-2 py-1 bg-purple-500 text-white text-xs rounded-full">卖方点火</span>
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</div>
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<p class="text-white">华福证券路演首次将秘塔与Kimi、Perplexity并列对比，提出"AI搜索"主题</p>
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</div>
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</div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<div class="flex flex-wrap items-center mb-1">
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<span class="text-blue-300 font-semibold mr-4">2024-04-16</span>
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<span class="px-2 py-1 bg-yellow-500 text-white text-xs rounded-full">商业化验证</span>
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</div>
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<p class="text-white">紫天科技（sz300280）公告：旗下麦粒网络与秘塔签署<strong>语料供应协议</strong>（单价10-30元/分钟视频）</p>
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</div>
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</div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<div class="flex flex-wrap items-center mb-1">
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<span class="text-blue-300 font-semibold mr-4">2024-04-17</span>
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<span class="px-2 py-1 bg-purple-500 text-white text-xs rounded-full">情绪二次强化</span>
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</div>
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<p class="text-white">广发证券路演：秘塔3月访问量<strong>700万次</strong>，增速<strong>400-500%</strong></p>
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</div>
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</div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<div class="flex flex-wrap items-center mb-1">
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<span class="text-blue-300 font-semibold mr-4">2024-08-16</span>
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<span class="px-2 py-1 bg-red-500 text-white text-xs rounded-full">政策/版权风险</span>
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</div>
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<p class="text-white">秘塔收到知网28页侵权告知函，<strong>停止收录知网文献摘要</strong></p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<div class="flex flex-wrap items-center mb-1">
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<span class="text-blue-300 font-semibold mr-4">2024-08-19</span>
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<span class="px-2 py-1 bg-green-500 text-white text-xs rounded-full">巨头背书</span>
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</div>
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<p class="text-white">蚂蚁集团子公司<strong>上海云玡入股</strong>秘塔科技（注册资本增至363万元）</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="glass-effect p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
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<i class="fas fa-lightbulb mr-3 text-yellow-400"></i>核心观点摘要
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-gradient-to-br from-blue-500 to-blue-700 p-5 rounded-xl">
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<h3 class="text-xl font-bold text-white mb-3">阶段判断</h3>
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<p class="text-blue-100">秘塔AI处于"<strong class="text-white">产品验证→商业化早期</strong>"的过渡阶段，流量爆发已验证需求，但收入模式尚未跑通。</p>
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</div>
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<div class="bg-gradient-to-br from-purple-500 to-purple-700 p-5 rounded-xl">
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<h3 class="text-xl font-bold text-white mb-3">核心驱动力</h3>
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<p class="text-purple-100"><strong class="text-white">垂直数据壁垒（学术+法律语料）+ 极致用户体验（无广告+结构化输出）</strong>形成差异化，短期看B端语料变现，长期看搜索入口重构。</p>
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</div>
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<div class="bg-gradient-to-br from-green-500 to-green-700 p-5 rounded-xl">
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<h3 class="text-xl font-bold text-white mb-3">未来潜力</h3>
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<p class="text-green-100">若能在<strong class="text-white">版权合规</strong>与<strong class="text-white">付费转化</strong>间取得平衡，有望成为"中国版Perplexity"，打开<strong class="text-white">千亿级AI搜索市场</strong>。</p>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="glass-effect p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
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<i class="fas fa-chart-line mr-3 text-green-400"></i>核心逻辑与市场认知分析
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</h2>
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<h3 class="text-xl font-semibold text-white mb-4">核心驱动力拆解</h3>
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<div class="overflow-x-auto mb-8">
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<table class="min-w-full bg-white bg-opacity-10 rounded-lg">
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<thead>
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<tr class="bg-blue-500 bg-opacity-30">
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<th class="py-3 px-4 text-left text-white font-semibold">维度</th>
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<th class="py-3 px-4 text-left text-white font-semibold">支撑逻辑</th>
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<th class="py-3 px-4 text-left text-white font-semibold">数据/来源</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b border-white border-opacity-20">
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<td class="py-3 px-4 text-blue-200 font-medium">技术差异化</td>
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<td class="py-3 px-4 text-white">自研MetaLLM大模型（2023年备案通过），<strong>实时全网搜索+RAG架构</strong>解决传统搜索时效性痛点</td>
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<td class="py-3 px-4 text-blue-200">路演纪要（2024-04-18）</td>
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</tr>
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<tr class="border-b border-white border-opacity-20">
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<td class="py-3 px-4 text-blue-200 font-medium">数据壁垒</td>
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<td class="py-3 px-4 text-white">早期深耕法律领域，积累<strong>千万级专业语料</strong>；与紫天科技合作获取<strong>2000小时/月短视频语料</strong></td>
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<td class="py-3 px-4 text-blue-200">紫天科技路演（2024-04-16）</td>
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</tr>
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<tr>
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<td class="py-3 px-4 text-blue-200 font-medium">用户体验</td>
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<td class="py-3 px-4 text-white"><strong>无广告+思维导图/PPT一键生成</strong>，3月用户<strong>次日留存率超60%</strong>（路演数据）</td>
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<td class="py-3 px-4 text-blue-200">广发证券路演（2024-04-17）</td>
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</tr>
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</tbody>
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</table>
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</div>
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<h3 class="text-xl font-semibold text-white mb-4">市场热度与情绪</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-8">
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<div class="bg-white bg-opacity-10 p-5 rounded-xl">
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<h4 class="text-lg font-semibold text-white mb-3 flex items-center">
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<i class="fas fa-bullhorn mr-2 text-yellow-400"></i>卖方共识
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</h4>
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<p class="text-blue-100">4月11-17日<strong>5场路演</strong>密集覆盖，关键词从"Kimi概念"转向"秘塔+AI搜索"。</p>
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</div>
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<div class="bg-white bg-opacity-10 p-5 rounded-xl">
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<h4 class="text-lg font-semibold text-white mb-3 flex items-center">
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<i class="fas fa-coins mr-2 text-green-400"></i>资金行为
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</h4>
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<p class="text-blue-100">蚂蚁入股后，<strong>浙文互联（600986）</strong>等关联股3日涨幅<strong>25%+</strong>，情绪从"主题炒作"转向"巨头加持"。</p>
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</div>
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<div class="bg-white bg-opacity-10 p-5 rounded-xl">
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<h4 class="text-lg font-semibold text-white mb-3 flex items-center">
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<i class="fas fa-exclamation-triangle mr-2 text-red-400"></i>分歧点
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</h4>
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<p class="text-blue-100">知网版权事件暴露<strong>数据合规风险</strong>，部分机构担忧学术语料可持续性。</p>
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</div>
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</div>
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<h3 class="text-xl font-semibold text-white mb-4">预期差分析</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-white bg-opacity-10 rounded-lg">
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<thead>
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<tr class="bg-blue-500 bg-opacity-30">
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<th class="py-3 px-4 text-left text-white font-semibold">市场认知</th>
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<th class="py-3 px-4 text-left text-white font-semibold">实际验证</th>
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<th class="py-3 px-4 text-left text-white font-semibold">预期差</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b border-white border-opacity-20">
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<td class="py-3 px-4 text-blue-200">"秘塔=下一个Kimi"</td>
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<td class="py-3 px-4 text-white">秘塔<strong>B端语料收入已落地</strong>（紫天科技订单），C端尚未收费</td>
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<td class="py-3 px-4 text-green-300 font-medium">商业化进度超预期</td>
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</tr>
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<tr class="border-b border-white border-opacity-20">
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<td class="py-3 px-4 text-blue-200">"学术数据无壁垒"</td>
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<td class="py-3 px-4 text-white">知网事件后，秘塔转向<strong>万方/维普合作</strong>（中国科传潜在合作）</td>
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<td class="py-3 px-4 text-green-300 font-medium">数据替代方案存在</td>
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</tr>
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<tr>
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<td class="py-3 px-4 text-blue-200">"流量不可持续"</td>
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<td class="py-3 px-4 text-white">4月访问量<strong>1009万次</strong>（环比+51%），<strong>微信小程序裂变</strong>贡献60%新增</td>
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<td class="py-3 px-4 text-green-300 font-medium">增长引擎多元化</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="glass-effect p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
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<i class="fas fa-rocket mr-3 text-purple-400"></i>关键催化剂与未来发展路径
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</h2>
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<h3 class="text-xl font-semibold text-white mb-4">近期催化剂（3-6个月）</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-8">
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<div class="bg-gradient-to-br from-blue-600 to-blue-800 p-5 rounded-xl">
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<h4 class="text-lg font-semibold text-white mb-3 flex items-center">
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<i class="fas fa-file-contract mr-2"></i>版权解决方案
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</h4>
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<p class="text-blue-100">与万方、维普等数据库达成<strong>官方授权合作</strong>（中国科传、同方股份潜在受益）。</p>
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</div>
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<div class="bg-gradient-to-br from-purple-600 to-purple-800 p-5 rounded-xl">
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<h4 class="text-lg font-semibold text-white mb-3 flex items-center">
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<i class="fas fa-handshake mr-2"></i>B端订单落地
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</h4>
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<p class="text-purple-100">紫天科技之外，<strong>出门问问、昆仑万维</strong>等模型公司语料采购订单披露。</p>
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</div>
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<div class="bg-gradient-to-br from-green-600 to-green-800 p-5 rounded-xl">
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<h4 class="text-lg font-semibold text-white mb-3 flex items-center">
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<i class="fas fa-cogs mr-2"></i>产品迭代
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</h4>
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<p class="text-green-100">5月将上线<strong>"专题知识库"</strong>功能（用户可自建数据库），提升付费意愿。</p>
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</div>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-white mb-4">长期发展路径</h3>
|
||
<div class="bg-white bg-opacity-90 p-6 rounded-xl">
|
||
<div class="flex flex-col md:flex-row items-center justify-between">
|
||
<div class="text-center mb-6 md:mb-0">
|
||
<div class="w-24 h-24 bg-blue-500 rounded-full flex items-center justify-center text-white font-bold mx-auto mb-2">
|
||
2024
|
||
</div>
|
||
<p class="font-semibold">工具型产品</p>
|
||
</div>
|
||
|
||
<div class="text-center mb-6 md:mb-0">
|
||
<div class="w-24 h-24 bg-purple-500 rounded-full flex items-center justify-center text-white font-bold mx-auto mb-2">
|
||
2025
|
||
</div>
|
||
<p class="font-semibold">垂直搜索入口</p>
|
||
</div>
|
||
|
||
<div class="text-center">
|
||
<div class="w-24 h-24 bg-green-500 rounded-full flex items-center justify-center text-white font-bold mx-auto mb-2">
|
||
2026
|
||
</div>
|
||
<p class="font-semibold">通用AI搜索平台</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-8 grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-blue-100 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-blue-800 mb-2">语料变现</h4>
|
||
<p class="text-blue-700">10-30元/分钟视频</p>
|
||
</div>
|
||
|
||
<div class="bg-purple-100 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-purple-800 mb-2">订阅制</h4>
|
||
<p class="text-purple-700">学术版50元/月</p>
|
||
</div>
|
||
|
||
<div class="bg-green-100 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-green-800 mb-2">广告+API生态</h4>
|
||
<p class="text-green-700">千亿级市场</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司深度剖析 -->
|
||
<div class="glass-effect p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
|
||
<i class="fas fa-sitemap mr-3 text-indigo-400"></i>产业链与核心公司深度剖析
|
||
</h2>
|
||
|
||
<h3 class="text-xl font-semibold text-white mb-4">产业链图谱</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-8">
|
||
<div class="bg-gradient-to-br from-blue-600 to-blue-800 p-5 rounded-xl">
|
||
<h4 class="text-lg font-semibold text-white mb-3 flex items-center">
|
||
<i class="fas fa-arrow-up mr-2"></i>上游
|
||
</h4>
|
||
<p class="text-blue-100">语料供应商（紫天科技-短视频、中国科传-学术文献、视觉中国-图片）</p>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-br from-purple-600 to-purple-800 p-5 rounded-xl">
|
||
<h4 class="text-lg font-semibold text-white mb-3 flex items-center">
|
||
<i class="fas fa-equals mr-2"></i>中游
|
||
</h4>
|
||
<p class="text-purple-100">大模型（秘塔MetaLLM、昆仑万维天工大模型）</p>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-br from-green-600 to-green-800 p-5 rounded-xl">
|
||
<h4 class="text-lg font-semibold text-white mb-3 flex items-center">
|
||
<i class="fas fa-arrow-down mr-2"></i>下游
|
||
</h4>
|
||
<p class="text-green-100">应用端（秘塔搜索、360AI搜索、WPS AI）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-white mb-4">核心玩家对比</h3>
|
||
<div class="overflow-x-auto mb-8">
|
||
<table class="min-w-full bg-white bg-opacity-10 rounded-lg">
|
||
<thead>
|
||
<tr class="bg-blue-500 bg-opacity-30">
|
||
<th class="py-3 px-4 text-left text-white font-semibold">公司</th>
|
||
<th class="py-3 px-4 text-left text-white font-semibold">关联逻辑</th>
|
||
<th class="py-3 px-4 text-left text-white font-semibold">竞争优势</th>
|
||
<th class="py-3 px-4 text-left text-white font-semibold">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-white border-opacity-20">
|
||
<td class="py-3 px-4 text-blue-200 font-medium">紫天科技（sz300280）</td>
|
||
<td class="py-3 px-4 text-white">独家语料供应商（2000小时/月）</td>
|
||
<td class="py-3 px-4 text-white">快手/抖音头部服务商，数据质量SABC分级</td>
|
||
<td class="py-3 px-4 text-red-300">过度依赖单一大客户（秘塔）</td>
|
||
</tr>
|
||
<tr class="border-b border-white border-opacity-20">
|
||
<td class="py-3 px-4 text-blue-200 font-medium">中国科传（601858）</td>
|
||
<td class="py-3 px-4 text-white">万方数据库潜在合作方</td>
|
||
<td class="py-3 px-4 text-white">学术语料稀缺性，政策壁垒高</td>
|
||
<td class="py-3 px-4 text-red-300">知网事件后版权成本上升</td>
|
||
</tr>
|
||
<tr class="border-b border-white border-opacity-20">
|
||
<td class="py-3 px-4 text-blue-200 font-medium">昆仑万维（300418）</td>
|
||
<td class="py-3 px-4 text-white">天宫搜索竞品+模型合作</td>
|
||
<td class="py-3 px-4 text-white">海外Perplexity映射，C端付费验证</td>
|
||
<td class="py-3 px-4 text-red-300">产品同质化，流量争夺激烈</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-blue-200 font-medium">浙文互联（600986）</td>
|
||
<td class="py-3 px-4 text-white">蚂蚁入股后战略合作</td>
|
||
<td class="py-3 px-4 text-white">国资+巨头双重背书，流量入口价值</td>
|
||
<td class="py-3 px-4 text-red-300">业绩贡献尚未量化</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-white mb-4">验证与证伪</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-green-500 bg-opacity-20 p-5 rounded-xl border border-green-500 border-opacity-30">
|
||
<h4 class="text-lg font-semibold text-green-300 mb-3 flex items-center">
|
||
<i class="fas fa-check-circle mr-2"></i>证真
|
||
</h4>
|
||
<p class="text-white">紫天科技路演披露<strong>"秘塔已支付数千万预付款"</strong>（2024-04-16），验证B端变现。</p>
|
||
</div>
|
||
|
||
<div class="bg-red-500 bg-opacity-20 p-5 rounded-xl border border-red-500 border-opacity-30">
|
||
<h4 class="text-lg font-semibold text-red-300 mb-3 flex items-center">
|
||
<i class="fas fa-times-circle mr-2"></i>证伪
|
||
</h4>
|
||
<p class="text-white">路演称"秘塔与科达股份深度合作"，但<strong>科达股份未更名"智能互联"</strong>（路演谬误），需警惕主题炒作。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="glass-effect p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3 text-red-400"></i>潜在风险与挑战
|
||
</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white bg-opacity-10 rounded-lg">
|
||
<thead>
|
||
<tr class="bg-blue-500 bg-opacity-30">
|
||
<th class="py-3 px-4 text-left text-white font-semibold">风险类型</th>
|
||
<th class="py-3 px-4 text-left text-white font-semibold">具体表现</th>
|
||
<th class="py-3 px-4 text-left text-white font-semibold">影响程度</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-white border-opacity-20">
|
||
<td class="py-3 px-4 text-blue-200 font-medium">版权风险</td>
|
||
<td class="py-3 px-4 text-white">知网事件后，学术语料获取成本或<strong>上升3-5倍</strong></td>
|
||
<td class="py-3 px-4 text-center">
|
||
<div class="flex justify-center">
|
||
<i class="fas fa-star text-yellow-400"></i>
|
||
<i class="fas fa-star text-yellow-400"></i>
|
||
<i class="fas fa-star text-yellow-400"></i>
|
||
<i class="fas fa-star text-gray-400"></i>
|
||
</div>
|
||
</td>
|
||
</tr>
|
||
<tr class="border-b border-white border-opacity-20">
|
||
<td class="py-3 px-4 text-blue-200 font-medium">商业化风险</td>
|
||
<td class="py-3 px-4 text-white">C端付费率<5%（Perplexity为10%），<strong>订阅制接受度低</strong></td>
|
||
<td class="py-3 px-4 text-center">
|
||
<div class="flex justify-center">
|
||
<i class="fas fa-star text-yellow-400"></i>
|
||
<i class="fas fa-star text-yellow-400"></i>
|
||
<i class="fas fa-star text-yellow-400"></i>
|
||
<i class="fas fa-star text-gray-400"></i>
|
||
</div>
|
||
</td>
|
||
</tr>
|
||
<tr class="border-b border-white border-opacity-20">
|
||
<td class="py-3 px-4 text-blue-200 font-medium">技术风险</td>
|
||
<td class="py-3 px-4 text-white">长文本分析、识图功能<strong>落后于ChatGPT/天工</strong></td>
|
||
<td class="py-3 px-4 text-center">
|
||
<div class="flex justify-center">
|
||
<i class="fas fa-star text-yellow-400"></i>
|
||
<i class="fas fa-star text-yellow-400"></i>
|
||
<i class="fas fa-star text-gray-400"></i>
|
||
<i class="fas fa-star text-gray-400"></i>
|
||
</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-blue-200 font-medium">竞争风险</td>
|
||
<td class="py-3 px-4 text-white">百度、360等巨头<strong>免费AI搜索</strong>挤压生存空间</td>
|
||
<td class="py-3 px-4 text-center">
|
||
<div class="flex justify-center">
|
||
<i class="fas fa-star text-yellow-400"></i>
|
||
<i class="fas fa-star text-yellow-400"></i>
|
||
<i class="fas fa-star text-yellow-400"></i>
|
||
<i class="fas fa-star text-yellow-400"></i>
|
||
</div>
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="glass-effect p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
|
||
<i class="fas fa-flag-checkered mr-3 text-green-400"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="bg-gradient-to-r from-blue-600 to-purple-600 p-6 rounded-xl mb-8">
|
||
<h3 class="text-xl font-semibold text-white mb-4">阶段判断</h3>
|
||
<p class="text-blue-100 text-lg">秘塔AI已从"主题炒作"进入<strong class="text-white">"订单验证"阶段</strong>，但尚未到"业绩兑现"。</p>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-white mb-4">高价值细分方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
|
||
<div class="bg-white bg-opacity-10 p-5 rounded-xl">
|
||
<h4 class="text-lg font-semibold text-white mb-3 flex items-center">
|
||
<i class="fas fa-database mr-2 text-blue-400"></i>语料供应商
|
||
</h4>
|
||
<ul class="text-blue-100 space-y-2">
|
||
<li>• <strong class="text-white">紫天科技</strong>（<strong class="text-green-300">唯一披露订单</strong>）</li>
|
||
<li>• <strong class="text-white">中国科传</strong>（<strong class="text-green-300">学术语料替代</strong>）</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-white bg-opacity-10 p-5 rounded-xl">
|
||
<h4 class="text-lg font-semibold text-white mb-3 flex items-center">
|
||
<i class="fas fa-copyright mr-2 text-purple-400"></i>版权合规服务商
|
||
</h4>
|
||
<p class="text-blue-100">关注与万方、维普合作的<strong class="text-white">出版类公司</strong>（如中原传媒）。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-white mb-4">关键跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="bg-white bg-opacity-10 p-5 rounded-xl">
|
||
<h4 class="text-lg font-semibold text-white mb-3 flex items-center">
|
||
<i class="fas fa-chart-line mr-2 text-green-400"></i>月度访问量
|
||
</h4>
|
||
<p class="text-blue-100">需维持<strong class="text-white">30%+环比增速</strong>（当前51%）。</p>
|
||
</div>
|
||
|
||
<div class="bg-white bg-opacity-10 p-5 rounded-xl">
|
||
<h4 class="text-lg font-semibold text-white mb-3 flex items-center">
|
||
<i class="fas fa-file-invoice-dollar mr-2 text-yellow-400"></i>B端订单
|
||
</h4>
|
||
<p class="text-blue-100">紫天科技Q2财报中<strong class="text-white">"AI语料收入"</strong>占比。</p>
|
||
</div>
|
||
|
||
<div class="bg-white bg-opacity-10 p-5 rounded-xl">
|
||
<h4 class="text-lg font-semibold text-white mb-3 flex items-center">
|
||
<i class="fas fa-file-contract mr-2 text-purple-400"></i>版权进展
|
||
</h4>
|
||
<p class="text-blue-100">与学术数据库的<strong class="text-white">官方授权协议</strong>签署。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-8 bg-red-500 bg-opacity-20 p-5 rounded-xl border border-red-500 border-opacity-30">
|
||
<h4 class="text-lg font-semibold text-red-300 mb-3 flex items-center">
|
||
<i class="fas fa-exclamation-circle mr-2"></i>风险提示
|
||
</h4>
|
||
<p class="text-white">若知网事件引发连锁版权诉讼，可能迫使秘塔转向<strong class="text-red-300">低质量开源语料</strong>，导致产品体验下降，需密切跟踪。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="glass-effect p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
|
||
<i class="fas fa-chart-bar mr-3 text-indigo-400"></i>关联股票数据
|
||
</h2>
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white bg-opacity-10 rounded-lg">
|
||
<thead>
|
||
<tr class="bg-blue-500 bg-opacity-30">
|
||
<th class="py-3 px-4 text-left text-white font-semibold">股票</th>
|
||
<th class="py-3 px-4 text-left text-white font-semibold">类型</th>
|
||
<th class="py-3 px-4 text-left text-white font-semibold">产业链</th>
|
||
<th class="py-3 px-4 text-left text-white font-semibold">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-white border-opacity-20">
|
||
<td class="py-3 px-4 text-blue-200 font-medium">秘塔AI(240411)</td>
|
||
<td class="py-3 px-4 text-white">项目</td>
|
||
<td class="py-3 px-4 text-white">AI赋能</td>
|
||
<td class="py-3 px-4 text-white">秘塔官网公示为浙文互联团队赋能</td>
|
||
</tr>
|
||
<tr class="border-b border-white border-opacity-20">
|
||
<td class="py-3 px-4 text-blue-200 font-medium">秘塔AI(240411)</td>
|
||
<td class="py-3 px-4 text-white">投资</td>
|
||
<td class="py-3 px-4 text-white">资本运作</td>
|
||
<td class="py-3 px-4 text-white">通过AMINO Capital丰元资本间接参股</td>
|
||
</tr>
|
||
<tr class="border-b border-white border-opacity-20">
|
||
<td class="py-3 px-4 text-blue-200 font-medium">秘塔AI(240411)</td>
|
||
<td class="py-3 px-4 text-white">项目</td>
|
||
<td class="py-3 px-4 text-white">联合成立北大英华科技</td>
|
||
<td class="py-3 px-4 text-white">公司和北大联合成立北大英华科技</td>
|
||
</tr>
|
||
<tr class="border-b border-white border-opacity-20">
|
||
<td class="py-3 px-4 text-blue-200 font-medium">秘塔AI(240411)</td>
|
||
<td class="py-3 px-4 text-white">投资</td>
|
||
<td class="py-3 px-4 text-white">股权投资</td>
|
||
<td class="py-3 px-4 text-white">公司间接参股秘塔科技</td>
|
||
</tr>
|
||
<tr class="border-b border-white border-opacity-20">
|
||
<td class="py-3 px-4 text-blue-200 font-medium">秘塔AI(240411)</td>
|
||
<td class="py-3 px-4 text-white">投资</td>
|
||
<td class="py-3 px-4 text-white">股权投资</td>
|
||
<td class="py-3 px-4 text-white">公司间接参股秘塔科技</td>
|
||
</tr>
|
||
<tr class="border-b border-white border-opacity-20">
|
||
<td class="py-3 px-4 text-blue-200 font-medium">秘塔AI(240411)</td>
|
||
<td class="py-3 px-4 text-white">投资</td>
|
||
<td class="py-3 px-4 text-white">股权投资</td>
|
||
<td class="py-3 px-4 text-white">公司间接参股秘塔科技</td>
|
||
</tr>
|
||
<tr class="border-b border-white border-opacity-20">
|
||
<td class="py-3 px-4 text-blue-200 font-medium">秘塔AI(240411)</td>
|
||
<td class="py-3 px-4 text-white">行业</td>
|
||
<td class="py-3 px-4 text-white">内容生态</td>
|
||
<td class="py-3 px-4 text-white">中国科传、读者文化、华策影视、中原传媒、新华传媒、中广天择等提供语料支持</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-blue-200 font-medium">秘塔AI(240411)</td>
|
||
<td class="py-3 px-4 text-white">行业</td>
|
||
<td class="py-3 px-4 text-white">应用层</td>
|
||
<td class="py-3 px-4 text-white">昆仑万维、三六零属于AI搜索领域合作伙伴</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
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</div>
|
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</div>
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``` |