530 lines
38 KiB
HTML
530 lines
38 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>文生视频 (Text-to-Video) - 深度概念投研报告</title>
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<!-- Tailwind CSS & DaisyUI -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<link rel="preconnect" href="https://fonts.googleapis.com">
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<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=Orbitron:wght@400;500;700&display=swap" rel="stylesheet">
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<style>
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:root {
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font-family: 'Inter', 'Helvetica Neue', Arial, sans-serif;
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radial-gradient(circle at 10% 20%, rgba(0, 119, 255, 0.15) 0%, transparent 40%),
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background: rgba(10, 10, 25, 0.5) !important;
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<body class="antialiased min-h-screen">
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<div class="container mx-auto px-4 py-8 md:py-16">
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<!-- Header -->
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<header class="text-center mb-16 md:mb-24">
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<h1 class="font-orbitron text-4xl md:text-6xl font-bold tracking-widest uppercase bg-clip-text text-transparent bg-gradient-to-r from-cyan-400 via-pink-500 to-blue-500 animate-pulse">
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文生视频
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</h1>
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<p class="mt-4 text-lg md:text-xl text-gray-400">Text-to-Video 深度概念投研报告</p>
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<p class="mt-6 text-sm text-gray-500 max-w-2xl mx-auto">
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由 北京价值前沿科技有限公司 AI投研agent: '价小前投研' 呈现。
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<br class="hidden sm:block">本报告为AI合成数据，不构成投资建议，投资需谨慎。
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</p>
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</header>
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<main class="space-y-16 md:space-y-24">
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<!-- Section 1: Core Insight -->
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<section id="insight">
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<h2 class="font-orbitron text-3xl font-bold mb-8 section-title">核心洞察 (Core Insight)</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
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<!-- Core View -->
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<div class="md:col-span-2 lg:col-span-3 glass-card rounded-3xl p-6 glow-border">
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<h3 class="font-orbitron text-xl font-semibold mb-3 text-cyan-300">核心观点摘要</h3>
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<p class="text-gray-300">
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文生视频概念正处在一个由<strong class="text-white">技术突破引爆、巨头竞争加速、并迅速从技术炒作向商业化应用验证过渡</strong>的关键阶段。其核心驱动力在于Sora模型所展示的“世界模拟器”潜力，它预示着内容生产成本的指数级下降和效率的革命性提升。未来，该赛道的潜力巨大，但短期商业模式、算力成本和技术瓶颈仍是其从主题走向基本面的核心考验。
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</p>
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</div>
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<!-- Core Logic -->
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<div class="lg:col-span-2 glass-card rounded-3xl p-6">
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<h3 class="font-orbitron text-xl font-semibold mb-3 text-cyan-300">核心逻辑与市场认知</h3>
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<ul class="space-y-3 text-gray-300">
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<li><strong>技术范式革命:</strong> Sora通过 Diffusion+Transformer 架构及创新的时空块(Patches)处理方式，展现了模拟物理世界的能力，被市场解读为通往“世界模型”的潜在路径。</li>
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<li><strong>生产力颠覆 (降本增效):</strong> 将颠覆广告、影视、短剧、游戏等内容密集型产业，将高成本制作流程转变为低成本、高效率的AI生成。据测算，仅半专业创意软件市场，国内中期规模便可达91亿元。</li>
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<li><strong>巨头入局与开源生态:</strong> 阿里、腾讯、字节等国内外科技巨头的全面入局和模型开源，极大地加速了技术迭代和应用探索，快速催熟了整个产业链。</li>
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<li><strong>预期差分析:</strong> 市场可能高估了当前技术的成熟度（惊艳Demo vs 可靠生产工具），同时存在概念联动与公司实际业务的脱节。竞争核心正从“模型更好”转向“产品和商业模式更能跑通”。</li>
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</ul>
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</div>
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<!-- Catalysts -->
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<div class="glass-card rounded-3xl p-6">
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<h3 class="font-orbitron text-xl font-semibold mb-3 text-cyan-300">关键催化剂与发展路径</h3>
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<h4 class="font-semibold text-pink-400 mb-2">近期催化剂 (3-6个月)</h4>
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<ul class="list-disc list-inside space-y-1 text-sm text-gray-400 mb-4">
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<li>OpenAI Sora的正式公开发布与定价</li>
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<li>头部应用产品的“爆款”出现</li>
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<li>巨头产品（如抖音、微信）的深度集成</li>
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</ul>
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<h4 class="font-semibold text-pink-400 mb-2">长期发展路径</h4>
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<ul class="list-disc list-inside space-y-1 text-sm text-gray-400">
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<li>工具化与平台化 (当前-2年)</li>
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<li>实时化与交互化 (2-4年)</li>
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<li>多模态融合与世界模型 (4年以上)</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- Section 2: Industry Chain -->
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<section id="industry-chain">
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<h2 class="font-orbitron text-3xl font-bold mb-8 section-title">产业链图谱 (Industry Chain)</h2>
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<div class="glass-card rounded-3xl p-6 glow-border">
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<div id="echarts-treemap" class="w-full h-[600px]"></div>
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</div>
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<div class="mt-8 grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6">
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<div class="glass-card rounded-2xl p-4">
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<h4 class="font-semibold text-blue-300 border-b border-blue-300/20 pb-2 mb-2">领导者: OpenAI (Sora)</h4>
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<p class="text-sm text-gray-400">全球技术标杆，以“世界模型”宏大叙事引领赛道风向。商业化路径尚不明确是其风险点。</p>
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</div>
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<div class="glass-card rounded-2xl p-4">
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<h4 class="font-semibold text-green-300 border-b border-green-300/20 pb-2 mb-2">C端产品化: 快手 (可灵)</h4>
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<p class="text-sm text-gray-400">逻辑最纯粹的C端代表，用户基础庞大，增长迅速。风险在于估值可能过高及巨头竞争。</p>
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</div>
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<div class="glass-card rounded-2xl p-4">
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<h4 class="font-semibold text-yellow-300 border-b border-yellow-300/20 pb-2 mb-2">B端数据商: 捷成股份</h4>
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<p class="text-sm text-gray-400">“卖水人”逻辑，拥有稀缺、合规的影视版权数据护城河。增长依赖大模型厂商投入意愿。</p>
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</div>
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<div class="glass-card rounded-2xl p-4">
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<h4 class="font-semibold text-purple-300 border-b border-purple-300/20 pb-2 mb-2">B端工具商: 万兴科技</h4>
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<p class="text-sm text-gray-400">成熟的海外创意软件渠道，能快速将AI能力变现。风险在于自身模型能力相对较弱，利润空间可能受挤压。</p>
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</div>
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</div>
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</section>
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<!-- Section 3: Timeline -->
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<section id="timeline">
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<h2 class="font-orbitron text-3xl font-bold mb-12 section-title">概念事件脉络 (Timeline)</h2>
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<ul class="timeline timeline-snap-icon max-md:timeline-compact timeline-vertical">
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<li>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><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>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic text-gray-400">早期探索</time>
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<div class="text-lg font-black text-gray-200">技术奠基</div>
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<p class="text-gray-400">基于扩散模型与Transformer架构，Pika、Runway Gen-2等产品已能生成秒级短视频，但存在时长短、一致性差等问题，市场处于技术验证阶段。</p>
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</div>
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<hr class="bg-cyan-400/50"/>
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</li>
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<li>
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<hr class="bg-pink-500/50"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-pink-500"><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>
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</div>
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<div class="timeline-end mb-10">
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<time class="font-mono italic text-gray-400">2024年2月16日</time>
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<div class="text-lg font-black text-gray-200">引爆点 - "Sora时刻"</div>
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<p class="text-gray-400">OpenAI发布Sora，在视频时长（60秒）、内容一致性、多角度运镜及物理世界模拟能力上实现飞跃，被视为行业的“iPhone时刻”，引爆全球资本市场。</p>
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</div>
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<hr class="bg-pink-500/50"/>
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</li>
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<li>
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<hr class="bg-blue-500/50"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-blue-500"><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>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic text-gray-400">2024年6月至今</time>
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<div class="text-lg font-black text-gray-200">国内巨头追赶与开源浪潮</div>
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<p class="text-gray-400">字节(Seedance)、快手(可灵)、阿里(通义万相)、腾讯(混元)等相继发布高性能模型，并通过低价策略和模型开源加剧市场竞争，推动技术生态繁荣。</p>
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</div>
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<hr class="bg-blue-500/50"/>
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</li>
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<li>
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<hr class="bg-green-400/50"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-green-400"><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>
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</div>
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<div class="timeline-end">
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<time class="font-mono italic text-gray-400">当前</time>
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<div class="text-lg font-black text-gray-200">产业化落地与生态构建</div>
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<p class="text-gray-400">数据价值凸显（捷成股份成为“卖水人”），应用初步涌现（央视播出AI动画《千秋诗颂》），行业竞争转向产品形态、用户运营和商业场景的多维度竞争。</p>
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</div>
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</li>
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</ul>
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</section>
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<!-- Section 4: Data Repository -->
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<section id="data-repository" x-data="{ activeTab: 'news' }">
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<h2 class="font-orbitron text-3xl font-bold mb-8 section-title">原始数据仓库 (Data Repository)</h2>
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<div role="tablist" class="tabs tabs-bordered tabs-lg mb-6">
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<a role="tab" class="tab" :class="{ 'tab-active': activeTab === 'news' }" @click.prevent="activeTab = 'news'">新闻数据</a>
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<a role="tab" class="tab" :class="{ 'tab-active': activeTab === 'roadshow' }" @click.prevent="activeTab = 'roadshow'">路演纪要</a>
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<a role="tab" class="tab" :class="{ 'tab-active': activeTab === 'research' }" @click.prevent="activeTab = 'research'">研报精粹</a>
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</div>
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<div class="glass-card rounded-3xl p-6 space-y-2">
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<!-- News Data -->
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<div x-show="activeTab === 'news'">
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<div class="daisy-collapse daisy-collapse-arrow rounded-box">
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<input type="checkbox" />
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<div class="daisy-collapse-title text-lg font-medium">核心模型与公司动态</div>
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<div class="daisy-collapse-content">
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<ul class="list-disc list-inside space-y-2 text-sm text-gray-300 pl-4">
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<li><strong>OpenAI (Sora):</strong> 计划近期发布，对标Meta Movie Gen，并对GPT-4o和Sora进行重大更新。Sora概念股引爆市场，但对部分公司如万兴科技业绩暂无重大影响。</li>
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<li><strong>字节跳动 (PixelDance, Seedance):</strong> PixelDance将上线即梦；Seedance在AI视频生成排行榜超越Sora，定价较市场低60-70%；豆包大模型新增视频、音乐能力。</li>
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<li><strong>阿里巴巴 (通义万相):</strong> 全面升级并发布全新视频生成模型，免费体验。全面开源万相2.1，采用宽松Apache2.0协议，1.3B版本可在消费级显卡运行。后续开源功能更全的Wan2.1-VACE和电影级Wan2.2。</li>
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<li><strong>腾讯 (混元):</strong> 上线视频生成能力，在元宝APP开放试用，并开源130亿参数大模型。支持2K高质量视频生成。</li>
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<li><strong>快手科技 (可灵):</strong> 可灵2.5 Turbo登顶全球文生视频与图生视频双榜第一，在Poe平台获30%使用份额，三季度营收超3亿元。但机构提醒可能面临重估风险。</li>
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<li><strong>捷成股份 (ChatPV):</strong> 与华为联手，接入盘古模型，1月6日上线“文生视频”。核心价值在于其影视版权库，为华为、字节等提供高质量语料，成为“文生视频时代的卖水人”。</li>
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<li><strong>其他公司:</strong> Adobe (Firefly), Meta (Movie Gen), 智谱AI (清影), 生数科技 (Vidu Q1), 昆仑万维 (SkyReels-V1)等均发布或上线相关模型，市场竞争激烈。</li>
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</ul>
|
||
</div>
|
||
</div>
|
||
<div class="daisy-collapse daisy-collapse-arrow rounded-box">
|
||
<input type="checkbox" />
|
||
<div class="daisy-collapse-title text-lg font-medium">市场分析与行业趋势</div>
|
||
<div class="daisy-collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-sm text-gray-300 pl-4">
|
||
<li><strong>行业竞争:</strong> AI视频生成领域竞争显著升温，技术、价格和用户生态均在持续演化，短期难以判断长期领先者。</li>
|
||
<li><strong>市场反应:</strong> 阿里开源万相2.1模型后，文生视频概念股开盘走强。</li>
|
||
<li><strong>投资逻辑 (东吴证券):</strong> 关注三条主线：1) 有商业化场景的公司；2) 具备优质视频语料的公司；3) 拥有大量影视IP的公司。</li>
|
||
<li><strong>数据重要性:</strong> 大模型企业对优质、正版、合规的数据需求将极大提升，数据语料库成为核心资产。</li>
|
||
<li><strong>算力需求:</strong> 文生视频等AI赛道发展推动智能算力需求快速增长，年增速超65%。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
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|
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|
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<div class="daisy-collapse daisy-collapse-arrow rounded-box">
|
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<input type="checkbox" />
|
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<div class="daisy-collapse-title text-lg font-medium">技术原理与模型测评</div>
|
||
<div class="daisy-collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-sm text-gray-300 pl-4">
|
||
<li><strong>Sora技术原理:</strong> 采用时空序列化处理(spatial-temporal patches)，嫁接Transformer与扩散模型，提升时空一致性，将视频时长从秒级提升至分钟级。是首个实现"文本生视频"的模型，技术路径与ChatGPT有本质差异。</li>
|
||
<li><strong>模型测评 (海螺视频):</strong> 在复杂语句理解上表现优于竞品，高完成度、镜头语言丰富，但存在交互逻辑缺陷和稳定性问题。</li>
|
||
<li><strong>模型对比 (Luma/Pika/Gen-2/快手):</strong> Luma AI动态幅度领先，快手在真实细节还原上表现最佳，接近Sora水平，但生成时长限制商业效率。</li>
|
||
<li><strong>算力需求:</strong> 30亿参数Sora需200-400GB显存，训练依赖约10万颗H100显卡。国内预计半年内可追平技术，但需突破训练经验与数据壁垒。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="daisy-collapse daisy-collapse-arrow rounded-box">
|
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<input type="checkbox" />
|
||
<div class="daisy-collapse-title text-lg font-medium">商业化与投资逻辑</div>
|
||
<div class="daisy-collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-sm text-gray-300 pl-4">
|
||
<li><strong>商业化路径:</strong> 技术成熟度和容错率高，看好文生图/视频率先商业化落地。应用场景包括微短剧、广告、虚拟直播等，可通过时长/分辨率收费或集成至平台产品。</li>
|
||
<li><strong>竞争格局演变:</strong> 技术进入“效果趋同”阶段，竞争从“技术差距”转向“产品形态、用户运营与商业场景”。Sora2的“AI+社交”短视频形态验证了C端付费可行性。</li>
|
||
<li><strong>投资逻辑:</strong> 优先关注面向海外、定位半专业创意软件的公司(万兴科技)；具备资源禀赋(IP储备)的影视板块(芒果超媒)；AI安全检测需求(国投智能)；算力基础设施供应商。</li>
|
||
<li><strong>对内容平台影响:</strong> AI内容泛滥可能导致用户审美疲劳，反向提升对真人/优质中长视频需求，利好B站等平台。</li>
|
||
<li><strong>风险提示:</strong> 技术迭代、监管政策、算力成本、数据合规等是主要风险。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
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|
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<div class="daisy-collapse-title text-lg font-medium">核心技术突破：OpenAI Sora模型</div>
|
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<div class="daisy-collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-sm text-gray-300 pl-4">
|
||
<li><strong>核心功能:</strong> 文生视频、图生视频、视频生视频。采用扩散模型 + transformer架构，将视觉数据统一转换为Patches进行处理。</li>
|
||
<li><strong>关键优势:</strong> 时长突破至60秒；支持1920x1080高清及自定义分辨率；语言理解深刻；具备物理世界模拟与3D一致性（“涌现”能力），有向“世界模拟器”迭代的基础。</li>
|
||
<li><strong>编辑能力:</strong> 支持视频扩展、连接、循环、静态图像动画化等多种高级编辑功能。</li>
|
||
<li><strong>当前局限性:</strong> 物理过程模拟不完美，复杂场景交互不稳定，偶有“穿帮”镜头。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
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<div class="daisy-collapse daisy-collapse-arrow rounded-box">
|
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<input type="checkbox" />
|
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<div class="daisy-collapse-title text-lg font-medium">行业趋势与商业化前景</div>
|
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<div class="daisy-collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-sm text-gray-300 pl-4">
|
||
<li><strong>产品形态:</strong> 工具是比模型更优的产品形态，能更好把握用户工作流，交互效率更高。</li>
|
||
<li><strong>商业化前景:</strong> 具备商用化技术基础，将大幅降低广告、影视、短剧、游戏等领域制作成本，实现降本增效。</li>
|
||
<li><strong>市场空间:</strong> 半专业创意软件市场，海外测算空间达1596亿元，国内约91亿元。</li>
|
||
<li><strong>国内动态:</strong> 中国首部文生视频AI系列动画片《千秋诗颂》已在央视启播，标志着自主AIGC技术初步落地。</li>
|
||
<li><strong>投资策略:</strong> 关注三类公司：1) 核心业务应用场景受益；2) 具备优质视频内容资产储备(IP)；3) 已有多模态产品布局。重点关注影视/IP、游戏、营销、内容工具等行业。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Section 5: Concept Stocks -->
|
||
<section id="stocks">
|
||
<h2 class="font-orbitron text-3xl font-bold mb-8 section-title">概念股池与行情分析 (Stocks & Analysis)</h2>
|
||
|
||
<!-- Rise Analysis -->
|
||
<div class="mb-12">
|
||
<h3 class="text-xl font-semibold mb-6 text-pink-400">涨幅异动分析</h3>
|
||
<div class="grid grid-cols-1 lg:grid-cols-2 xl:grid-cols-3 gap-6">
|
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<div class="glass-card rounded-2xl p-6">
|
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|
||
<h4 class="text-lg font-bold text-white">捷成股份 (300182)</h4>
|
||
<span class="badge badge-accent">+6.45%</span>
|
||
</div>
|
||
<time class="text-xs text-gray-400">2025-08-01</time>
|
||
<p class="mt-4 text-sm text-gray-300 leading-relaxed"><strong>核心驱动:</strong> 券商研报强力推荐。<br><strong>逻辑解析:</strong> 1) 自研AI视频引擎ChatPV集成多模态能力；2) 数字人业务前景广阔；3) 国内最大影视版权库价值重估，向大模型厂商提供训练授权；4) 与华为云合作深化。报告给予明确目标价，是最直接催化剂。</p>
|
||
</div>
|
||
<div class="glass-card rounded-2xl p-6">
|
||
<div class="flex justify-between items-center mb-2">
|
||
<h4 class="text-lg font-bold text-white">大恒科技 (600288)</h4>
|
||
<span class="badge badge-accent">+10.04%</span>
|
||
</div>
|
||
<time class="text-xs text-gray-400">2025-08-06</time>
|
||
<p class="mt-4 text-sm text-gray-300 leading-relaxed"><strong>核心驱动:</strong> Sora 2.0发布 + 无人机政策松绑。<br><strong>逻辑解析:</strong> 1) Sora 2.0合作官宣，公司定增项目精准卡位多模态数据基地，匹配训练需求；2) 公司工业相机已批量配套无人机视觉系统；3) 高速图像采集卡用于机器人，与智元等进入合作阶段。多重概念叠加。</p>
|
||
</div>
|
||
<div class="glass-card rounded-2xl p-6">
|
||
<div class="flex justify-between items-center mb-2">
|
||
<h4 class="text-lg font-bold text-white">华策影视 (300133)</h4>
|
||
<span class="badge badge-accent">+9.17%</span>
|
||
</div>
|
||
<time class="text-xs text-gray-400">2025-09-08</time>
|
||
<p class="mt-4 text-sm text-gray-300 leading-relaxed"><strong>核心驱动:</strong> 影视行业整体走强 + 潜在题材催化。<br><strong>逻辑解析:</strong> 1) 暑期档票房超预期，国庆档影片定档密集，行业基本面复苏；2) 市场传闻公司增加超10亿算力服务器订单，关联AI热门题材；3) 《刺杀小说家2》内容预期。板块情绪与个股题材共振。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Stock Table -->
|
||
<div class="glass-card rounded-3xl p-6 overflow-x-auto glow-border">
|
||
<h3 class="text-xl font-semibold mb-6 text-cyan-300">概念全景图</h3>
|
||
<table class="table table-zebra-zebra w-full">
|
||
<thead class="text-base text-gray-300">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>其他标签</th>
|
||
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|
||
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|
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|
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<!-- Data will be dynamically inserted here -->
|
||
<tr><td>万兴科技</td><td><a href='https://valuefrontier.cn/company?scode=300624' target='_blank' class='link link-hover text-cyan-400'>300624</a></td><td>多模态</td><td></td></tr>
|
||
<tr><td>昆仑万维</td><td><a href='https://valuefrontier.cn/company?scode=300418' target='_blank' class='link link-hover text-cyan-400'>300418</a></td><td>多模态</td><td></td></tr>
|
||
<tr><td>虹软科技</td><td><a href='https://valuefrontier.cn/company?scode=688088' target='_blank' class='link link-hover text-cyan-400'>688088</a></td><td>多模态</td><td></td></tr>
|
||
<tr><td>中文在线</td><td><a href='https://valuefrontier.cn/company?scode=300364' target='_blank' class='link link-hover text-cyan-400'>300364</a></td><td>IP/小说/短剧转化</td><td>商业应用</td></tr>
|
||
<tr><td>掌阅科技</td><td><a href='https://valuefrontier.cn/company?scode=603533' target='_blank' class='link link-hover text-cyan-400'>603533</a></td><td>IP/小说/短剧转化</td><td>商业应用</td></tr>
|
||
<tr><td>上海电影</td><td><a href='https://valuefrontier.cn/company?scode=601595' target='_blank' class='link link-hover text-cyan-400'>601595</a></td><td>IP/小说/短剧转化</td><td>商业应用</td></tr>
|
||
<tr><td>果麦文化</td><td><a href='https://valuefrontier.cn/company?scode=301052' target='_blank' class='link link-hover text-cyan-400'>301052</a></td><td>IP/小说/短剧转化</td><td>商业应用</td></tr>
|
||
<tr><td>光线传媒</td><td><a href='https://valuefrontier.cn/company?scode=300251' target='_blank' class='link link-hover text-cyan-400'>300251</a></td><td>影视</td><td>商业应用</td></tr>
|
||
<tr><td>丝路视觉</td><td><a href='https://valuefrontier.cn/company?scode=300556' target='_blank' class='link link-hover text-cyan-400'>300556</a></td><td>AI+3D</td><td></td></tr>
|
||
<tr><td>凡拓数创</td><td><a href='https://valuefrontier.cn/company?scode=301313' target='_blank' class='link link-hover text-cyan-400'>301313</a></td><td>AI+3D</td><td></td></tr>
|
||
<tr><td>当虹科技</td><td><a href='https://valuefrontier.cn/company?scode=688039' target='_blank' class='link link-hover text-cyan-400'>688039</a></td><td>AI视频/会议</td><td></td></tr>
|
||
<tr><td>易点天下</td><td><a href='https://valuefrontier.cn/company?scode=301171' target='_blank' class='link link-hover text-cyan-400'>301171</a></td><td>AI视频/会议</td><td></td></tr>
|
||
<tr><td>因赛集团</td><td><a href='https://valuefrontier.cn/company?scode=300781' target='_blank' class='link link-hover text-cyan-400'>300781</a></td><td>AI视频/会议</td><td></td></tr>
|
||
<tr><td>汉王科技</td><td><a href='https://valuefrontier.cn/company?scode=002362' target='_blank' class='link link-hover text-cyan-400'>002362</a></td><td>Transformer架构</td><td></td></tr>
|
||
<tr><td>拓尔思</td><td><a href='https://valuefrontier.cn/company?scode=300229' target='_blank' class='link link-hover text-cyan-400'>300229</a></td><td>Transformer架构</td><td></td></tr>
|
||
<tr><td>信雅达</td><td><a href='https://valuefrontier.cn/company?scode=600571' target='_blank' class='link link-hover text-cyan-400'>600571</a></td><td>Pika</td><td></td></tr>
|
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|
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|
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