789 lines
54 KiB
HTML
789 lines
54 KiB
HTML
|
||
<!DOCTYPE html>
|
||
<html lang="zh-CN">
|
||
<head>
|
||
<meta charset="utf-8" />
|
||
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
|
||
<title>超级智能体时代 - AI行业洞察报告</title>
|
||
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
|
||
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet">
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
|
||
<style>
|
||
body {
|
||
font-family: 'Inter', sans-serif;
|
||
background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
|
||
color: #e2e8f0;
|
||
min-height: 100vh;
|
||
}
|
||
|
||
.glass-effect {
|
||
background: rgba(30, 41, 59, 0.7);
|
||
backdrop-filter: blur(10px);
|
||
border: 1px solid rgba(148, 163, 184, 0.2);
|
||
}
|
||
|
||
.timeline-line {
|
||
background: linear-gradient(180deg, #3b82f6 0%, #8b5cf6 100%);
|
||
}
|
||
|
||
.card-hover {
|
||
transition: all 0.3s ease;
|
||
}
|
||
|
||
.card-hover:hover {
|
||
transform: translateY(-5px);
|
||
box-shadow: 0 10px 25px rgba(59, 130, 246, 0.3);
|
||
}
|
||
|
||
.gradient-text {
|
||
background: linear-gradient(90deg, #3b82f6, #8b5cf6);
|
||
-webkit-background-clip: text;
|
||
-webkit-text-fill-color: transparent;
|
||
}
|
||
|
||
.table-container {
|
||
max-height: 600px;
|
||
overflow-y: auto;
|
||
}
|
||
|
||
.table-container::-webkit-scrollbar {
|
||
width: 8px;
|
||
}
|
||
|
||
.table-container::-webkit-scrollbar-track {
|
||
background: rgba(30, 41, 59, 0.5);
|
||
}
|
||
|
||
.table-container::-webkit-scrollbar-thumb {
|
||
background: #475569;
|
||
border-radius: 4px;
|
||
}
|
||
|
||
.table-container::-webkit-scrollbar-thumb:hover {
|
||
background: #64748b;
|
||
}
|
||
|
||
@keyframes float {
|
||
0% { transform: translateY(0px); }
|
||
50% { transform: translateY(-10px); }
|
||
100% { transform: translateY(0px); }
|
||
}
|
||
|
||
.float-animation {
|
||
animation: float 4s ease-in-out infinite;
|
||
}
|
||
</style>
|
||
</head>
|
||
<body>
|
||
<div class="container mx-auto px-4 py-8 max-w-7xl">
|
||
<!-- 标题部分 -->
|
||
<div class="text-center mb-12">
|
||
<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">超级智能体时代</h1>
|
||
<p class="text-xl text-slate-300 max-w-3xl mx-auto">AI应用从概念验证到场景落地的商业化元年</p>
|
||
<div class="mt-6 flex justify-center space-x-4">
|
||
<span class="px-4 py-2 bg-blue-500/20 text-blue-300 rounded-full text-sm">2025年商业化元年</span>
|
||
<span class="px-4 py-2 bg-purple-500/20 text-purple-300 rounded-full text-sm">市场规模百亿美元级</span>
|
||
<span class="px-4 py-2 bg-green-500/20 text-green-300 rounded-full text-sm">CAGR 50%</span>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 概念事件时间轴 -->
|
||
<div class="glass-effect rounded-xl p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-clock mr-3 text-blue-400"></i>
|
||
概念事件时间轴
|
||
</h2>
|
||
<div class="relative">
|
||
<div class="absolute left-4 top-0 bottom-0 w-0.5 timeline-line"></div>
|
||
<div class="space-y-6">
|
||
<div class="flex items-start">
|
||
<div class="w-8 h-8 bg-blue-500 rounded-full flex items-center justify-center z-10 flex-shrink-0">
|
||
<i class="fas fa-check text-white text-xs"></i>
|
||
</div>
|
||
<div class="ml-6">
|
||
<div class="flex items-center mb-1">
|
||
<span class="text-blue-400 font-semibold">2024-11</span>
|
||
<span class="ml-2 px-2 py-1 bg-blue-500/20 text-blue-300 text-xs rounded">行业定调</span>
|
||
</div>
|
||
<p class="text-slate-300">李彦宏提出"智能体是AI应用最主流形态"</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="w-8 h-8 bg-blue-500 rounded-full flex items-center justify-center z-10 flex-shrink-0">
|
||
<i class="fas fa-check text-white text-xs"></i>
|
||
</div>
|
||
<div class="ml-6">
|
||
<div class="flex items-center mb-1">
|
||
<span class="text-blue-400 font-semibold">2025-01</span>
|
||
<span class="ml-2 px-2 py-1 bg-purple-500/20 text-purple-300 text-xs rounded">资本共识</span>
|
||
</div>
|
||
<p class="text-slate-300">国雄资本姚尚坤称"2025年是AI智能体元年"</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="w-8 h-8 bg-green-500 rounded-full flex items-center justify-center z-10 flex-shrink-0">
|
||
<i class="fas fa-star text-white text-xs"></i>
|
||
</div>
|
||
<div class="ml-6">
|
||
<div class="flex items-center mb-1">
|
||
<span class="text-green-400 font-semibold">2025-03-15</span>
|
||
<span class="ml-2 px-2 py-1 bg-green-500/20 text-green-300 text-xs rounded">里程碑</span>
|
||
</div>
|
||
<p class="text-slate-300">联想×武夷山落地<strong class="text-green-400">全球首个城市超级智能体</strong></p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="w-8 h-8 bg-blue-500 rounded-full flex items-center justify-center z-10 flex-shrink-0">
|
||
<i class="fas fa-check text-white text-xs"></i>
|
||
</div>
|
||
<div class="ml-6">
|
||
<div class="flex items-center mb-1">
|
||
<span class="text-blue-400 font-semibold">2025-05-07</span>
|
||
<span class="ml-2 px-2 py-1 bg-blue-500/20 text-blue-300 text-xs rounded">产品矩阵化</span>
|
||
</div>
|
||
<p class="text-slate-300">联想发布"超级智能体矩阵"（天禧/乐享/城市）</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="w-8 h-8 bg-blue-500 rounded-full flex items-center justify-center z-10 flex-shrink-0">
|
||
<i class="fas fa-check text-white text-xs"></i>
|
||
</div>
|
||
<div class="ml-6">
|
||
<div class="flex items-center mb-1">
|
||
<span class="text-blue-400 font-semibold">2025-06-05</span>
|
||
<span class="ml-2 px-2 py-1 bg-blue-500/20 text-blue-300 text-xs rounded">标杆验证</span>
|
||
</div>
|
||
<p class="text-slate-300">上海虹口签约联想城市超级智能体（超一线城市首单）</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="w-8 h-8 bg-green-500 rounded-full flex items-center justify-center z-10 flex-shrink-0">
|
||
<i class="fas fa-certificate text-white text-xs"></i>
|
||
</div>
|
||
<div class="ml-6">
|
||
<div class="flex items-center mb-1">
|
||
<span class="text-green-400 font-semibold">2025-07-31</span>
|
||
<span class="ml-2 px-2 py-1 bg-green-500/20 text-green-300 text-xs rounded">行业标准确立</span>
|
||
</div>
|
||
<p class="text-slate-300">酷开超级智能体获<strong class="text-green-400">首张AI硬件成熟度证书</strong></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="mt-6 p-4 bg-slate-800/50 rounded-lg">
|
||
<p class="text-sm text-slate-300">
|
||
<i class="fas fa-lightbulb text-yellow-400 mr-2"></i>
|
||
<strong>催化逻辑</strong>：从"概念提出→城市级落地→产品矩阵化→标准认证"，形成完整的"技术-场景-标准"闭环。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心观点摘要 -->
|
||
<div class="grid md:grid-cols-3 gap-6 mb-8">
|
||
<div class="glass-effect rounded-xl p-6 card-hover">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-12 h-12 bg-blue-500/20 rounded-lg flex items-center justify-center mr-4">
|
||
<i class="fas fa-chart-line text-blue-400 text-xl"></i>
|
||
</div>
|
||
<h3 class="text-xl font-bold">阶段判断</h3>
|
||
</div>
|
||
<p class="text-slate-300 mb-3">超级智能体已从<strong class="text-blue-400">概念验证期</strong>进入<strong class="text-green-400">场景落地期</strong></p>
|
||
<div class="text-2xl font-bold gradient-text">2025年是商业化元年</div>
|
||
</div>
|
||
|
||
<div class="glass-effect rounded-xl p-6 card-hover">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-12 h-12 bg-purple-500/20 rounded-lg flex items-center justify-center mr-4">
|
||
<i class="fas fa-rocket text-purple-400 text-xl"></i>
|
||
</div>
|
||
<h3 class="text-xl font-bold">核心驱动力</h3>
|
||
</div>
|
||
<div class="space-y-2">
|
||
<div class="flex items-center text-slate-300">
|
||
<i class="fas fa-check-circle text-green-400 mr-2"></i>
|
||
<span>政策（智慧城市4.0）</span>
|
||
</div>
|
||
<div class="flex items-center text-slate-300">
|
||
<i class="fas fa-check-circle text-green-400 mr-2"></i>
|
||
<span>技术（多模态大模型+Agent架构）</span>
|
||
</div>
|
||
<div class="flex items-center text-slate-300">
|
||
<i class="fas fa-check-circle text-green-400 mr-2"></i>
|
||
<span>需求（降本增效）</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-effect rounded-xl p-6 card-hover">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-12 h-12 bg-green-500/20 rounded-lg flex items-center justify-center mr-4">
|
||
<i class="fas fa-dollar-sign text-green-400 text-xl"></i>
|
||
</div>
|
||
<h3 class="text-xl font-bold">未来潜力</h3>
|
||
</div>
|
||
<p class="text-slate-300 mb-3">预计2025年全球AI Agent市场规模</p>
|
||
<div class="text-2xl font-bold gradient-text">29.9亿→百亿美元级</div>
|
||
<p class="text-sm text-slate-400 mt-2">海通预测CAGR 50%</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心逻辑与市场认知分析 -->
|
||
<div class="glass-effect rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-brain mr-3 text-purple-400"></i>
|
||
核心逻辑与市场认知分析
|
||
</h2>
|
||
|
||
<div class="grid md:grid-cols-2 gap-6 mb-6">
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-blue-400">核心驱动力拆解</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-2 text-slate-400">维度</th>
|
||
<th class="text-left py-2 text-slate-400">证据</th>
|
||
<th class="text-left py-2 text-slate-400">影响</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 text-blue-300">技术突破</td>
|
||
<td class="py-3">联想定义三大特征（感知交互/认知决策/自主演进）</td>
|
||
<td class="py-3">解决传统AI"工具化"痛点</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 text-purple-300">政策催化</td>
|
||
<td class="py-3">国务院"AI+行动"、上海/广东算力券（<strong>2.5亿元</strong>）</td>
|
||
<td class="py-3">降低部署成本30-50%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 text-green-300">需求刚性</td>
|
||
<td class="py-3">汉得信息案例：200万投入带来1000万回报（ROI 400%）</td>
|
||
<td class="py-3">企业付费意愿远超传统软件</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-purple-400">市场热度与情绪</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-slate-800/50 rounded-lg p-4">
|
||
<div class="flex justify-between items-center mb-2">
|
||
<span class="text-slate-300">新闻热度</span>
|
||
<span class="text-green-400 font-semibold">↑16倍</span>
|
||
</div>
|
||
<p class="text-sm text-slate-400">2025年1-7月相关报道量同比增长（百度文心平台数据）</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 rounded-lg p-4">
|
||
<div class="flex justify-between items-center mb-2">
|
||
<span class="text-slate-300">研报密度</span>
|
||
<span class="text-blue-400 font-semibold">每周2-3场</span>
|
||
</div>
|
||
<p class="text-sm text-slate-400">2024Q4以来相关路演（海通/天风/华创）</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 rounded-lg p-4">
|
||
<div class="flex justify-between items-center mb-2">
|
||
<span class="text-slate-300">情绪指标</span>
|
||
<span class="text-purple-400 font-semibold">>50次/场</span>
|
||
</div>
|
||
<p class="text-sm text-slate-400">路演中"硅基战队""认知操作系统"等词汇出现频率</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-green-400">预期差分析</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-2 text-slate-400">市场共识</th>
|
||
<th class="text-left py-2 text-slate-400">潜在预期差</th>
|
||
<th class="text-left py-2 text-slate-400">证据</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3">智能体="高级Chatbot"</td>
|
||
<td class="py-3 text-blue-300">实为<strong>"认知操作系统"</strong>（联想定义）</td>
|
||
<td class="py-3">天禧个人智能体可自主拆解复杂任务</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3">落地场景仅限ToC</td>
|
||
<td class="py-3 text-purple-300"><strong>ToB/ToG占比更高</strong>（城市超级智能体已签约宜昌/上海/武夷山）</td>
|
||
<td class="py-3">政府项目客单价<strong>50-200万/个</strong>（汉得信息）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3">技术门槛极高</td>
|
||
<td class="py-3 text-green-300"><strong>标准化程度已达70-80%</strong>（汉得信息）</td>
|
||
<td class="py-3">中小企业可复制5个智能体方案</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 催化剂与发展路径 -->
|
||
<div class="grid md:grid-cols-2 gap-6 mb-8">
|
||
<div class="glass-effect rounded-xl p-6">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-fire mr-3 text-orange-400"></i>
|
||
近期催化剂（3-6个月）
|
||
</h2>
|
||
<div class="space-y-4">
|
||
<div class="flex items-start">
|
||
<div class="w-10 h-10 bg-orange-500/20 rounded-lg flex items-center justify-center mr-4 flex-shrink-0">
|
||
<i class="fas fa-file-alt text-orange-400"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-orange-300">政策</h4>
|
||
<p class="text-sm text-slate-400">网信办《AI智能体备案管理办法》预计Q3落地（路演提及）</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="w-10 h-10 bg-blue-500/20 rounded-lg flex items-center justify-center mr-4 flex-shrink-0">
|
||
<i class="fas fa-box text-blue-400"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-blue-300">产品</h4>
|
||
<p class="text-sm text-slate-400">联想天禧个人智能体<strong>9月开学季</strong>大规模推广（教育场景）</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="w-10 h-10 bg-green-500/20 rounded-lg flex items-center justify-center mr-4 flex-shrink-0">
|
||
<i class="fas fa-handshake text-green-400"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-green-300">订单</h4>
|
||
<p class="text-sm text-slate-400">汉得信息<strong>央企招投标</strong>（已中标数亿元项目，未公告）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-effect rounded-xl p-6">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-route mr-3 text-indigo-400"></i>
|
||
长期发展路径
|
||
</h2>
|
||
<div class="flex items-center justify-center h-full">
|
||
<div class="space-y-4 w-full">
|
||
<div class="flex items-center">
|
||
<div class="w-8 h-8 bg-indigo-500 rounded-full flex items-center justify-center text-white font-bold text-sm">1</div>
|
||
<div class="ml-4 flex-1 h-0.5 bg-gradient-to-r from-indigo-500 to-purple-500"></div>
|
||
<div class="ml-4 text-indigo-300 font-semibold">2025:商业化元年</div>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<div class="w-8 h-8 bg-purple-500 rounded-full flex items-center justify-center text-white font-bold text-sm">2</div>
|
||
<div class="ml-4 flex-1 h-0.5 bg-gradient-to-r from-purple-500 to-pink-500"></div>
|
||
<div class="ml-4 text-purple-300 font-semibold">2026:标准化产品</div>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<div class="w-8 h-8 bg-pink-500 rounded-full flex items-center justify-center text-white font-bold text-sm">3</div>
|
||
<div class="ml-4 flex-1 h-0.5 bg-gradient-to-r from-pink-500 to-rose-500"></div>
|
||
<div class="ml-4 text-pink-300 font-semibold">2027:生态协同</div>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<div class="w-8 h-8 bg-rose-500 rounded-full flex items-center justify-center text-white font-bold text-sm">4</div>
|
||
<div class="ml-4 flex-1 h-0.5 bg-gradient-to-r from-rose-500 to-red-500"></div>
|
||
<div class="ml-4 text-rose-300 font-semibold">2028:认知智能</div>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<div class="w-8 h-8 bg-red-500 rounded-full flex items-center justify-center text-white font-bold text-sm">5</div>
|
||
<div class="ml-4"></div>
|
||
<div class="ml-4 text-red-300 font-semibold">2029:超级智能体网络</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司 -->
|
||
<div class="glass-effect rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-network-wired mr-3 text-cyan-400"></i>
|
||
产业链与核心公司
|
||
</h2>
|
||
|
||
<div class="mb-6 p-4 bg-slate-800/50 rounded-lg">
|
||
<h3 class="text-lg font-semibold mb-2 text-cyan-400">产业链图谱</h3>
|
||
<div class="flex items-center justify-center space-x-4 text-center">
|
||
<div class="px-4 py-2 bg-blue-500/20 rounded-lg">
|
||
<div class="text-blue-300 font-semibold">上游</div>
|
||
<div class="text-sm text-slate-400">算力<br>（英伟达/华为昇腾）</div>
|
||
</div>
|
||
<i class="fas fa-arrow-right text-slate-500"></i>
|
||
<div class="px-4 py-2 bg-purple-500/20 rounded-lg">
|
||
<div class="text-purple-300 font-semibold">中游</div>
|
||
<div class="text-sm text-slate-400">平台<br>（联想/东方通）</div>
|
||
</div>
|
||
<i class="fas fa-arrow-right text-slate-500"></i>
|
||
<div class="px-4 py-2 bg-green-500/20 rounded-lg">
|
||
<div class="text-green-300 font-semibold">下游</div>
|
||
<div class="text-sm text-slate-400">应用<br>（汉得/孩子王）</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-cyan-400">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-2 text-slate-400">公司</th>
|
||
<th class="text-left py-2 text-slate-400">角色</th>
|
||
<th class="text-left py-2 text-slate-400">进展</th>
|
||
<th class="text-left py-2 text-slate-400">风险</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 font-semibold text-blue-300">联想集团</td>
|
||
<td class="py-3">全栈方案商</td>
|
||
<td class="py-3">已落地<strong>3个城市超级智能体</strong></td>
|
||
<td class="py-3">硬件业务拖累估值</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 font-semibold text-purple-300">汉得信息</td>
|
||
<td class="py-3">ToB实施龙头</td>
|
||
<td class="py-3"><strong>70%新客户来自豆包引流</strong></td>
|
||
<td class="py-3">经济下行影响IT预算</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 font-semibold text-green-300">东方通</td>
|
||
<td class="py-3">中间件平台</td>
|
||
<td class="py-3">智能体平台收入<strong>年增300%</strong></td>
|
||
<td class="py-3">竞争加剧（用友/金蝶）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 font-semibold text-yellow-300">孩子王</td>
|
||
<td class="py-3">垂直场景</td>
|
||
<td class="py-3"><strong>9000万母婴数据</strong>训练育儿智能体</td>
|
||
<td class="py-3">数据合规风险</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 grid md:grid-cols-2 gap-4">
|
||
<div class="p-4 bg-green-500/10 rounded-lg border border-green-500/30">
|
||
<h4 class="font-semibold text-green-400 mb-2">
|
||
<i class="fas fa-check-circle mr-2"></i>验证
|
||
</h4>
|
||
<p class="text-sm text-slate-300">酷开获首张成熟度证书→<strong>行业标准确立</strong></p>
|
||
</div>
|
||
<div class="p-4 bg-red-500/10 rounded-lg border border-red-500/30">
|
||
<h4 class="font-semibold text-red-400 mb-2">
|
||
<i class="fas fa-exclamation-circle mr-2"></i>证伪
|
||
</h4>
|
||
<p class="text-sm text-slate-300">某路演称"单个智能体成本50万"，但汉得信息<strong>实际客单价150万</strong>（存在夸大）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险 -->
|
||
<div class="glass-effect rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3 text-red-400"></i>
|
||
潜在风险
|
||
</h2>
|
||
|
||
<div class="grid md:grid-cols-2 gap-4">
|
||
<div class="bg-red-500/10 rounded-lg p-4 border border-red-500/20">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-microchip text-red-400 mr-2"></i>
|
||
<h3 class="font-semibold text-red-300">技术瓶颈</h3>
|
||
</div>
|
||
<p class="text-sm text-slate-300 mb-2">多智能体协作易出现<strong>"错误循环"</strong>（海通路演）</p>
|
||
<p class="text-xs text-slate-400">应对策略：需引入<strong>人类反馈强化学习</strong></p>
|
||
</div>
|
||
|
||
<div class="bg-orange-500/10 rounded-lg p-4 border border-orange-500/20">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-dollar-sign text-orange-400 mr-2"></i>
|
||
<h3 class="font-semibold text-orange-300">商业化</h3>
|
||
</div>
|
||
<p class="text-sm text-slate-300 mb-2">中小企业<strong>付费能力弱</strong>（汉得调研）</p>
|
||
<p class="text-xs text-slate-400">应对策略：推出<strong>标准化订阅模式</strong>（年费5-20万）</p>
|
||
</div>
|
||
|
||
<div class="bg-yellow-500/10 rounded-lg p-4 border border-yellow-500/20">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-gavel text-yellow-400 mr-2"></i>
|
||
<h3 class="font-semibold text-yellow-300">政策风险</h3>
|
||
</div>
|
||
<p class="text-sm text-slate-300 mb-2">数据跨境传输限制（武夷山项目）</p>
|
||
<p class="text-xs text-slate-400">应对策略：采用<strong>本地化部署+联邦学习</strong></p>
|
||
</div>
|
||
|
||
<div class="bg-purple-500/10 rounded-lg p-4 border border-purple-500/20">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-info-circle text-purple-400 mr-2"></i>
|
||
<h3 class="font-semibold text-purple-300">信息矛盾</h3>
|
||
</div>
|
||
<p class="text-sm text-slate-300 mb-2">某研报预测2025市场规模<strong>38.6亿美元</strong>，实际IDC数据为<strong>18.6亿美元</strong></p>
|
||
<p class="text-xs text-slate-400">应对策略：以<strong>权威机构数据为准</strong></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="glass-effect rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-lightbulb mr-3 text-yellow-400"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6 p-4 bg-gradient-to-r from-blue-500/10 to-purple-500/10 rounded-lg border border-blue-500/20">
|
||
<h3 class="text-lg font-semibold mb-2 gradient-text">阶段判断</h3>
|
||
<p class="text-slate-300">处于<strong>"主题炒作→基本面驱动"过渡期</strong>，2025Q4将见分晓。</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold mb-4 text-green-400">最具价值环节</h3>
|
||
<div class="grid md:grid-cols-2 gap-4">
|
||
<div class="bg-green-500/10 rounded-lg p-4 border border-green-500/30">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-building text-green-400 mr-2"></i>
|
||
<h4 class="font-semibold text-green-300">ToB实施服务商（汉得信息）</h4>
|
||
</div>
|
||
<p class="text-sm text-slate-300">毛利率<strong>40%→50%</strong>提升空间</p>
|
||
</div>
|
||
<div class="bg-blue-500/10 rounded-lg p-4 border border-blue-500/30">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-database text-blue-400 mr-2"></i>
|
||
<h4 class="font-semibold text-blue-300">垂直数据持有者（孩子王）</h4>
|
||
</div>
|
||
<p class="text-sm text-slate-300"><strong>9000万高价值数据</strong>不可复制</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-purple-400">关键跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-center p-3 bg-slate-800/50 rounded-lg">
|
||
<div class="w-8 h-8 bg-purple-500/20 rounded-full flex items-center justify-center mr-4">
|
||
<span class="text-purple-400 font-bold text-sm">1</span>
|
||
</div>
|
||
<div class="flex-1">
|
||
<p class="text-slate-300"><strong>城市超级智能体签约数量</strong>（当前3个，目标年底10个）</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-center p-3 bg-slate-800/50 rounded-lg">
|
||
<div class="w-8 h-8 bg-purple-500/20 rounded-full flex items-center justify-center mr-4">
|
||
<span class="text-purple-400 font-bold text-sm">2</span>
|
||
</div>
|
||
<div class="flex-1">
|
||
<p class="text-slate-300"><strong>汉得信息AI业务毛利率</strong>（Q3财报验证标准化进展）</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-center p-3 bg-slate-800/50 rounded-lg">
|
||
<div class="w-8 h-8 bg-purple-500/20 rounded-full flex items-center justify-center mr-4">
|
||
<span class="text-purple-400 font-bold text-sm">3</span>
|
||
</div>
|
||
<div class="flex-1">
|
||
<p class="text-slate-300"><strong>酷开等硬件厂商出货量</strong>（验证消费级渗透）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 p-4 bg-gradient-to-r from-yellow-500/10 to-orange-500/10 rounded-lg border border-yellow-500/20">
|
||
<blockquote class="text-lg font-medium text-center text-slate-200 italic">
|
||
"超级智能体时代不是'更聪明的APP'，而是<strong>'数字世界的操作系统'</strong>——谁先占据生态位，谁就拥有定义规则的权利。"
|
||
</blockquote>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="glass-effect rounded-xl p-6">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-chart-bar mr-3 text-green-400"></i>
|
||
关联股票数据
|
||
</h2>
|
||
|
||
<div class="mb-4 flex flex-wrap gap-2">
|
||
<button class="px-4 py-2 bg-blue-500 text-white rounded-lg text-sm font-medium hover:bg-blue-600 transition-colors" onclick="filterTable('all')">全部</button>
|
||
<button class="px-4 py-2 bg-slate-700 text-slate-300 rounded-lg text-sm font-medium hover:bg-slate-600 transition-colors" onclick="filterTable('智谱AI')">智谱AI</button>
|
||
<button class="px-4 py-2 bg-slate-700 text-slate-300 rounded-lg text-sm font-medium hover:bg-slate-600 transition-colors" onclick="filterTable('微软')">微软</button>
|
||
<button class="px-4 py-2 bg-slate-700 text-slate-300 rounded-lg text-sm font-medium hover:bg-slate-600 transition-colors" onclick="filterTable('华为')">华为</button>
|
||
<button class="px-4 py-2 bg-slate-700 text-slate-300 rounded-lg text-sm font-medium hover:bg-slate-600 transition-colors" onclick="filterTable('字节')">字节</button>
|
||
<button class="px-4 py-2 bg-slate-700 text-slate-300 rounded-lg text-sm font-medium hover:bg-slate-600 transition-colors" onclick="filterTable('自研')">自研</button>
|
||
</div>
|
||
|
||
<div class="table-container">
|
||
<table class="w-full text-sm" id="stockTable">
|
||
<thead class="sticky top-0 bg-slate-800 z-10">
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4 text-slate-400">股票名称</th>
|
||
<th class="text-left py-3 px-4 text-slate-400">项目/分类</th>
|
||
<th class="text-left py-3 px-4 text-slate-400">合作方/行业</th>
|
||
<th class="text-left py-3 px-4 text-slate-400">原因/说明</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody id="stockTableBody">
|
||
<!-- 表格内容将通过JavaScript动态生成 -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 处理股票数据并生成表格
|
||
const stockData = [{'AI Agent（AI智能体）（241028）': {'1ADACEEE-EF97-46E7-8EC5-016412678592.jpg': [{'stock': '豆神教育', '合作项目': '智谱合作', '合作方': '华信永道（智慧政务）、阿尔特（汽车座驾）、创业黑马（数字政务）', 'reason': '与智谱AI成立合资公司，做AI教育产品'}, {'stock': '思美传媒', '合作项目': '智谱合作', '合作方': '华信永道（智慧政务）、阿尔特（汽车座驾）、创业黑马（数字政务）', 'reason': '与智谱AI成立合资公司，做AI教育产品'}, {'stock': '首都在线', '算力支持': '智谱算力', '合作项目': '华为AI Agent', 'reason': '2024年9月6日与智谱签订战略合作协议，涵盖算力集群建设、AI大模型商业化等'}, {'stock': '青云科技', '算力支持': '智谱算力', '合作项目': '华为AI Agent', 'reason': '2024年9月6日与智谱签订战略合作协议，涵盖算力集群建设、AI大模型商业化等'}, {'stock': '酷特智能', '技术合作': '华为AI Agent', 'reason': '华为AI生态合作伙伴'}, {'stock': '南兴股份', '技术合作': '微软AI Agent', 'reason': '微软AI生态合作伙伴'}, {'stock': '思泉新材', '供应链': '苹果siri', 'reason': '苹果供应链企业，提供散热材料'}, {'stock': '中石科技', '供应链': '苹果siri', 'reason': '苹果供应链企业，提供电磁屏蔽材料'}, {'stock': '昆仑万维', '技术开发': '自研AI Agent', '合作项目': '华为AI Agent', 'reason': '自研AI大模型，与智谱AI存在业务合作可能性'}, {'stock': '万兴科技', '技术开发': '自研AI Agent', '合作项目': '华为AI Agent', 'reason': '自研AI大模型，与智谱AI存在业务合作可能性'}, {'stock': '敏芯股份', '硬件升级': '麦克风升级', 'reason': '麦克风传感器供应商，受益于AI语音交互需求提升'}, {'stock': '共达电声', '硬件升级': '麦克风升级', 'reason': '麦克风传感器供应商，受益于AI语音交互需求提升'}, {'stock': '电广传媒', '投资关系': '维度一', '持股比例': '达晨财智（电广传媒持股55%）', 'reason': '通过达晨财智投资智谱AI'}, {'stock': '华策影视', '投资关系': '维度一', '持股比例': '1%', 'reason': '参股智谱AI，推动AI在影视行业应用'}, {'stock': '三七互娱', '投资关系': '维度一', '持股比例': '未明确', 'reason': '参股智谱AI，推动AI在游戏行业应用'}, {'stock': '润泽科技', '算力支持': '维度二', '合作项目': '亦庄智算中心', 'reason': '提供算力支持，2023年收入1300万'}, {'stock': '优刻得', '算力支持': '维度二', '合作项目': '亦庄智算中心', 'reason': '提供算力支持，2023年收入1300万'}, {'stock': '光环新网', '算力支持': '维度二', '合作项目': '亦庄智算中心', 'reason': '提供算力支持，2023年收入1300万'}, {'stock': '深桑达', '算力支持': '维度二', '合作项目': '亦庄智算中心', 'reason': '提供算力支持，2023年收入1300万'}, {'stock': '凌云光', '参股关系': '智谱AI', 'reason': '参股智谱AI，受益于国产AI发展'}, {'stock': '万达电影', '技术融合': 'AI+影视', 'reason': '探索AI与电影领域融合，与智谱AI存在合作可能性'}, {'stock': '中文在线', '内容合作': 'AI+数字内容', 'reason': '数字内容资源丰富，与智谱AI存在合作空间'}, {'stock': '掌阅科技', '技术应用': 'AI+数字阅读', 'reason': '数字阅读领域领先，与智谱AI在智能推荐等领域可合作'}], '1E94F818-932D-4011-A415-5F22F82E0638.jpg': [{'stock': '首都在线', 'project': '智谱算力', 'reason': '图中智谱算力板块列出的公司'}, {'stock': '青云科技', 'project': '智谱算力', 'reason': '图中智谱算力板块列出的公司'}, {'stock': '南兴股份', 'project': '微软AI Agent', 'reason': '图中微软AI Agent板块列出的公司'}, {'stock': '鼎捷数智', 'project': '微软AI Agent', 'reason': '图中微软AI Agent板块列出的公司'}, {'stock': '豆神教育', 'project': '智谱合作', 'reason': '图中智谱合作板块列出的公司'}, {'stock': '思美传媒', 'project': '智谱合作', 'reason': '图中智谱合作板块列出的公司'}, {'stock': '思泉新材', 'project': '苹果Siri', 'reason': '图中苹果Siri板块列出的公司'}, {'stock': '中石科技', 'project': '苹果Siri', 'reason': '图中苹果Siri板块列出的公司'}, {'stock': '昆仑万维', 'project': '自研AI Agent', 'reason': '图中自研AI Agent板块列出的公司'}, {'stock': '万兴科技', 'project': '自研AI Agent', 'reason': '图中自研AI Agent板块列出的公司'}, {'stock': '酷特智能', 'project': '华为AI Agent', 'reason': '图中华为AI Agent板块列出的公司'}, {'stock': '敏芯股份', 'project': '麦克风升级', 'reason': '图中麦克风升级板块列出的公司'}, {'stock': '共达电声', 'project': '麦克风升级', 'reason': '图中麦克风升级板块列出的公司'}]}}, {'AI合集(250619)更新': {'3A59472C-FBAD-426D-85AE-459F7C706ED0.png': [{'stock': '国光电器', 'project': 'AI眼镜', 'industry': '光学光电子', 'reason': '涉及博士眼镜、亚世光电等合作'}, {'stock': '国光电器', 'project': 'AI耳机', 'industry': '消费电子', 'reason': '漫步者等合作'}, {'stock': '国光电器', 'project': 'AI音箱', 'industry': '智能硬件', 'reason': '朝阳科技等合作'}, {'stock': '华勤技术', 'project': 'AI PC', 'industry': '消费电子', 'reason': '智能硬件制造'}, {'stock': '视声智能', 'project': 'AI家居', 'industry': '智能家居', 'reason': '智能设备集成'}, {'stock': '万兴科技', 'project': 'AI办公', 'industry': '软件服务', 'reason': '亿赛通、金山办公等合作'}, {'stock': '因赛集团', 'project': 'AI办公', 'industry': '营销服务', 'reason': '汉仪股份等合作'}, {'stock': '虹软科技', 'project': 'AI办公', 'industry': '计算机视觉', 'reason': '视觉中国等合作'}, {'stock': '拓尔思', 'project': 'AI办公', 'industry': '大数据', 'reason': '中文在线等合作'}, {'stock': '用友网络', 'project': 'AI办公', 'industry': '企业服务', 'reason': '致远互联等合作'}, {'stock': '恒生电子', 'project': 'AI办公', 'industry': '金融科技', 'reason': '金证股份等合作'}, {'stock': '福昕软件', 'project': 'AI办公', 'industry': '办公软件', 'reason': '金山办公等合作'}, {'stock': '信雅达', 'project': 'AI视频', 'industry': '金融IT', 'reason': '万兴科技等合作'}, {'stock': '易点天下', 'project': 'AI视频', 'industry': '移动营销', 'reason': '万兴科技等合作'}, {'stock': '浙文互联', 'project': 'AI制图', 'industry': '数字营销', 'reason': '视觉中国等合作'}, {'stock': '返利科技', 'project': 'AI电商', 'industry': '电商服务', 'reason': '值得买等合作'}, {'stock': '焦点科技', 'project': 'AI电商', 'industry': 'B2B平台', 'reason': '返利科技等合作'}, {'stock': '世纪天鸿', 'project': 'AI教育', 'industry': '教育出版', 'reason': '科大讯飞等合作'}, {'stock': '豆神教育', 'project': 'AI教育', 'industry': '教育科技', 'reason': '世纪天鸿等合作'}, {'stock': '凡拓数创', 'project': 'AI数字人', 'industry': '数字创意', 'reason': '天娱数科等合作'}, {'stock': '天娱数科', 'project': 'AI数字人', 'industry': '游戏娱乐', 'reason': '凡拓数创等合作'}, {'stock': '捷成股份', 'project': 'AI数字人', 'industry': '影视科技', 'reason': '凡拓数创等合作'}, {'stock': '天地在线', 'project': 'AI数字人', 'industry': '数字营销', 'reason': '凡拓数创等合作'}, {'stock': '昆仑万维', 'project': 'AI搜索引擎', 'industry': '互联网', 'reason': '岩山科技等合作'}, {'stock': '岩山科技', 'project': 'AI搜索引擎', 'industry': '金融科技', 'reason': '昆仑万维等合作'}, {'stock': '三六零', 'project': 'AI搜索引擎', 'industry': '网络安全', 'reason': '昆仑万维等合作'}, {'stock': '朗玛信息', 'project': 'AI医疗', 'industry': '医疗IT', 'reason': '卫宁健康等合作'}, {'stock': '润达医疗', 'project': 'AI医疗', 'industry': '医疗设备', 'reason': '朗玛信息等合作'}, {'stock': '安必平', 'project': 'AI医疗', 'industry': '体外诊断', 'reason': '朗玛信息等合作'}, {'stock': '创业慧康', 'project': 'AI医疗', 'industry': '医疗信息化', 'reason': '朗玛信息等合作'}, {'stock': '盈康生命', 'project': 'AI医疗', 'industry': '医疗服务', 'reason': '朗玛信息等合作'}, {'stock': '卫宁健康', 'project': 'AI医疗', 'industry': '医疗IT', 'reason': '朗玛信息等合作'}, {'stock': '泓博医药', 'project': 'AI医药', 'industry': '创新药', 'reason': '成都先导等合作'}, {'stock': '成都先导', 'project': 'AI医药', 'industry': '药物发现', 'reason': '泓博医药等合作'}, {'stock': '药石科技', 'project': 'AI医药', 'industry': 'CDMO', 'reason': '泓博医药等合作'}, {'stock': '丝路视觉', 'project': 'AI展馆', 'industry': '数字展示', 'reason': '凡拓数创等合作'}, {'stock': '米奥会展', 'project': 'AI展馆', 'industry': '会展服务', 'reason': '丝路视觉等合作'}, {'stock': '力盛体育', 'project': 'AI体育', 'industry': '体育科技', 'reason': '智能设备应用'}, {'stock': '竞业达', 'project': 'AI监考', 'industry': '教育科技', 'reason': '佳发教育等合作'}, {'stock': '佳发教育', 'project': 'AI监考', 'industry': '教育信息化', 'reason': '竞业达等合作'}, {'stock': '鸥玛软件', 'project': 'AI监考', 'industry': '考试服务', 'reason': '竞业达等合作'}, {'stock': '中文在线', 'project': 'AI监考', 'industry': '数字出版', 'reason': '竞业达等合作'}, {'stock': '拓维信息', 'project': 'AI监考', 'industry': '软件服务', 'reason': '竞业达等合作'}, {'stock': '昆仑万维', 'project': 'AI大模型', 'industry': '互联网', 'reason': '润达医疗等合作'}, {'stock': '润达医疗', 'project': 'AI大模型', 'industry': '医疗设备', 'reason': '昆仑万维等合作'}, {'stock': '三六零', 'project': 'AI大模型', 'industry': '网络安全', 'reason': '昆仑万维等合作'}, {'stock': '科大讯飞', 'project': 'AI大模型', 'industry': '智能语音', 'reason': '昆仑万维等合作'}, {'stock': '云从科技', 'project': 'AI大模型', 'industry': '计算机视觉', 'reason': '昆仑万维等合作'}, {'stock': '拓尔思', 'project': 'AI大模型', 'industry': '大数据', 'reason': '昆仑万维等合作'}, {'stock': '汉王科技', 'project': 'AI大模型', 'industry': '智能交互', 'reason': '昆仑万维等合作'}, {'stock': '卫宁健康', 'project': 'AI大模型', 'industry': '医疗IT', 'reason': '昆仑万维等合作'}, {'stock': '丽尚国潮', 'project': 'AI大模型', 'industry': '零售', 'reason': '因赛集团等合作'}, {'stock': '因赛集团', 'project': 'AI大模型', 'industry': '营销服务', 'reason': '丽尚国潮等合作'}, {'stock': '垒知集团', 'project': '微软合作', 'industry': '建筑科技', 'reason': '整合微软OpenAI方案'}, {'stock': '南兴股份', 'project': '微软合作', 'industry': '木工机械', 'reason': '与微软共建AI创新中心'}, {'stock': '鼎捷数智', 'project': '微软合作', 'industry': '工业软件', 'reason': '在台湾发布AI助手'}, {'stock': '新炬网络', 'project': '甲骨文合作', 'industry': 'IT服务', 'reason': '集成大语言模型LLM'}, {'stock': '杰创智能', 'project': '甲骨文合作', 'industry': '智能建筑', 'reason': '打造AI行业应用'}, {'stock': '新亚电子', 'project': '甲骨文合作', 'industry': '线缆制造', 'reason': '高频数据线材应用'}, {'stock': '荣联科技', 'project': '甲骨文合作', 'industry': '云计算', 'reason': '企业服务与软件开发'}, {'stock': '汉得信息', 'project': '字节合作', 'industry': '企业服务', 'reason': '火山引擎合作'}, {'stock': '盛通股份', 'project': '字节合作', 'industry': '印刷服务', 'reason': '教育学习助手开发'}, {'stock': '视觉中国', 'project': '字节合作', 'industry': '图片版权', 'reason': '开发AI智能体'}, {'stock': '能科科技', 'project': '华为合作', 'industry': '工业软件', 'reason': 'AI算力底座融合'}, {'stock': '酷特智能', 'project': '华为合作', 'industry': '智能制造', 'reason': '打造智能体集群'}, {'stock': '金财互联', 'project': '华为合作', 'industry': '财税服务', 'reason': '财税大模型开发'}, {'stock': '彩讯股份', 'project': '华为合作', 'industry': '邮件服务', 'reason': '鸿蒙版应用开发'}, {'stock': '星环科技', 'project': '数据中台', 'industry': '大数据', 'reason': '核心数据引擎'}, {'stock': '普元信息', 'project': '数据中台', 'industry': '软件基础', 'reason': '核心数据引擎'}, {'stock': '第四范式', 'project': '数据中台', 'industry': 'AI平台', 'reason': '核心数据引擎'}, {'stock': '电广传媒', 'project': '智谱AI', 'industry': '传媒', 'reason': '参股智谱教育'}, {'stock': '神思教育', 'project': '智谱AI', 'industry': '教育', 'reason': '电广传媒参股'}, {'stock': '首都在线', 'project': '算力', 'industry': '云计算', 'reason': '青云科技等合作'}, {'stock': '青云科技', 'project': '算力', 'industry': '云计算', 'reason': '首都在线等合作'}, {'stock': '正和生态', 'project': '合作', 'industry': '生态治理', 'reason': '创业黑马等合作'}, {'stock': '创业黑马', 'project': '合作', 'industry': '企业服务', 'reason': '正和生态等合作'}, {'stock': '平治信息', 'project': '合作', 'industry': '通信', 'reason': '创业黑马等合作'}, {'stock': '思美传媒', 'project': '合作', 'industry': '广告', 'reason': '创业黑马等合作'}, {'stock': '彩讯股份', 'project': '合作', 'industry': '邮件服务', 'reason': '创业黑马等合作'}, {'stock': '坐策影视', 'project': '合作', 'industry': '影视', 'reason': '创业黑马等合作'}, {'stock': '中科金财', 'project': '合作', 'industry': '金融科技', 'reason': '创业黑马等合作'}, {'stock': '盛通股份', 'project': '合作', 'industry': '印刷', 'reason': '创业黑马等合作'}, {'stock': '新点软件', 'project': '合作', 'industry': '政务软件', 'reason': '二六三等合作'}, {'stock': '二六三', 'project': '合作', 'industry': '通信服务', 'reason': '新点软件等合作'}, {'stock': '鸿博股份', 'project': 'Minimax', 'industry': '印刷', 'reason': '参股公司'}, {'stock': '汇洲智能', 'project': 'Minimax', 'industry': '智能制造', 'reason': '参股公司'}, {'stock': '上海临港', 'project': 'Minimax', 'industry': '园区开发', 'reason': '参股公司'}, {'stock': '掌阅科技', 'project': 'Minimax', 'industry': '数字阅读', 'reason': '参股公司'}, {'stock': '万兴科技', 'project': 'Minimax', 'industry': '软件服务', 'reason': '参股公司'}, {'stock': '盛天网络', 'project': 'Minimax', 'industry': '游戏', 'reason': '参股公司'}, {'stock': '易点天下', 'project': 'Minimax', 'industry': '移动营销', 'reason': '参股公司'}, {'stock': '蓝色光标', 'project': 'Minimax', 'industry': '营销服务', 'reason': '参股公司'}, {'stock': '中科金财', 'project': '自研', 'industry': '金融科技', 'reason': '智能体平台开发'}, {'stock': '巨人网络', 'project': '自研', 'industry': '游戏', 'reason': '智能体平台开发'}, {'stock': '北交所谷', 'project': '自研', 'industry': '交易所', 'reason': '智能体平台开发'}, {'stock': '卫宁健康', 'project': '自研', 'industry': '医疗IT', 'reason': '智能体平台开发'}, {'stock': '金山办公', 'project': '自研', 'industry': '办公软件', 'reason': '智能体平台开发'}, {'stock': '值得买', 'project': '自研', 'industry': '电商服务', 'reason': '智能体平台开发'}, {'stock': '思特奇', 'project': '自研', 'industry': '电信软件', 'reason': '智能体平台开发'}, {'stock': '新致软件', 'project': '自研', 'industry': '软件开发', 'reason': '智能体平台开发'}, {'stock': '万兴科技', 'project': '自研', 'industry': '软件服务', 'reason': '智能体平台开发'}, {'stock': '云从科技', 'project': '自研', 'industry': '计算机视觉', 'reason': '智能体平台开发'}, {'stock': '惠威科技', 'project': '自研', 'industry': '音响制造', 'reason': '智能体平台开发'}, {'stock': '漫步者', 'project': '自研', 'industry': '消费电子', 'reason': '智能体平台开发'}, {'stock': '新开普', 'project': '自研', 'industry': '校园服务', 'reason': '智能体平台开发'}, {'stock': '昆仑万维', 'project': '自研', 'industry': '互联网', 'reason': '智能体平台开发'}, {'stock': '美格智能', 'project': '其他', 'industry': '物联网', 'reason': '智能体产品开发'}, {'stock': '新炬网络', 'project': '其他', 'industry': 'IT服务', 'reason': '智能体产品开发'}, {'stock': '新国都', 'project': '其他', 'industry': '支付服务', 'reason': '智能体产品开发'}, {'stock': '敏芯股份', 'project': '其他', 'industry': '传感器', 'reason': '智能体产品开发'}, {'stock': '长青科技', 'project': '其他', 'industry': '建筑科技', 'reason': '智能体产品开发'}, {'stock': '顺网科技', 'project': '其他', 'industry': '网吧服务', 'reason': '智能体产品开发'}, {'stock': '初灵信息', 'project': '其他', 'industry': '通信', 'reason': '智能体产品开发'}, {'stock': '楚天龙', 'project': '其他', 'industry': '智能卡', 'reason': '智能体产品开发'}, {'stock': '神思电子', 'project': '其他', 'industry': '身份识别', 'reason': '智能体产品开发'}, {'stock': '开普云', 'project': '其他', 'industry': '内容管理', 'reason': '智能体产品开发'}, {'stock': '国投智能', 'project': '其他', 'industry': '大数据', 'reason': '智能体产品开发'}]}}];
|
||
|
||
// 处理股票数据并生成表格
|
||
function generateStockTable() {
|
||
const tableBody = document.getElementById('stockTableBody');
|
||
tableBody.innerHTML = '';
|
||
|
||
const allStocks = [];
|
||
|
||
// 遍历所有股票数据
|
||
stockData.forEach(category => {
|
||
Object.values(category).forEach(imageData => {
|
||
Object.values(imageData).forEach(stocks => {
|
||
stocks.forEach(stock => {
|
||
// 提取项目/分类信息
|
||
let project = '';
|
||
let partner = '';
|
||
let reason = '';
|
||
|
||
if (stock.project) {
|
||
project = stock.project;
|
||
} else if (stock.合作项目) {
|
||
project = stock.合作项目;
|
||
} else if (stock.算力支持) {
|
||
project = stock.算力支持;
|
||
} else if (stock.技术合作) {
|
||
project = stock.技术合作;
|
||
} else if (stock.供应链) {
|
||
project = stock.供应链;
|
||
} else if (stock.技术开发) {
|
||
project = stock.技术开发;
|
||
} else if (stock.硬件升级) {
|
||
project = stock.硬件升级;
|
||
} else if (stock.投资关系) {
|
||
project = stock.投资关系;
|
||
} else if (stock.参股关系) {
|
||
project = stock.参股关系;
|
||
} else if (stock.技术融合) {
|
||
project = stock.技术融合;
|
||
} else if (stock.内容合作) {
|
||
project = stock.内容合作;
|
||
} else if (stock.技术应用) {
|
||
project = stock.技术应用;
|
||
} else if (stock.分类) {
|
||
project = stock.分类;
|
||
}
|
||
|
||
// 提取合作方/行业信息
|
||
if (stock.industry) {
|
||
partner = stock.industry;
|
||
} else if (stock.合作方) {
|
||
partner = stock.合作方;
|
||
} else if (stock.持股比例) {
|
||
partner = stock.持股比例;
|
||
}
|
||
|
||
// 提取原因/说明信息
|
||
if (stock.reason) {
|
||
reason = stock.reason;
|
||
}
|
||
|
||
allStocks.push({
|
||
name: stock.stock,
|
||
project: project,
|
||
partner: partner,
|
||
reason: reason,
|
||
category: getStockCategory(stock)
|
||
});
|
||
});
|
||
});
|
||
});
|
||
});
|
||
|
||
// 去重
|
||
const uniqueStocks = [];
|
||
const stockNames = new Set();
|
||
|
||
allStocks.forEach(stock => {
|
||
if (!stockNames.has(stock.name)) {
|
||
stockNames.add(stock.name);
|
||
uniqueStocks.push(stock);
|
||
}
|
||
});
|
||
|
||
// 生成表格行
|
||
uniqueStocks.forEach(stock => {
|
||
const row = document.createElement('tr');
|
||
row.className = 'border-b border-slate-800 hover:bg-slate-800/50 transition-colors';
|
||
row.setAttribute('data-category', stock.category);
|
||
|
||
row.innerHTML = `
|
||
<td class="py-3 px-4 font-medium text-blue-300">${stock.name}</td>
|
||
<td class="py-3 px-4">${stock.project}</td>
|
||
<td class="py-3 px-4">${stock.partner}</td>
|
||
<td class="py-3 px-4 text-slate-400">${stock.reason}</td>
|
||
`;
|
||
|
||
tableBody.appendChild(row);
|
||
});
|
||
}
|
||
|
||
// 获取股票分类
|
||
function getStockCategory(stock) {
|
||
const name = stock.stock;
|
||
const project = stock.project || stock.合作项目 || stock.算力支持 || stock.技术合作 || '';
|
||
const reason = stock.reason || '';
|
||
|
||
if (project.includes('智谱') || reason.includes('智谱')) return '智谱AI';
|
||
if (project.includes('微软') || reason.includes('微软')) return '微软';
|
||
if (project.includes('华为') || reason.includes('华为')) return '华为';
|
||
if (project.includes('字节') || reason.includes('字节')) return '字节';
|
||
if (project.includes('自研') || reason.includes('自研')) return '自研';
|
||
return 'other';
|
||
}
|
||
|
||
// 筛选表格
|
||
function filterTable(category) {
|
||
const rows = document.querySelectorAll('#stockTableBody tr');
|
||
const buttons = document.querySelectorAll('button[onclick^="filterTable"]');
|
||
|
||
// 更新按钮样式
|
||
buttons.forEach(btn => {
|
||
if (btn.textContent.toLowerCase().includes(category) || (category === 'all' && btn.textContent === '全部')) {
|
||
btn.className = 'px-4 py-2 bg-blue-500 text-white rounded-lg text-sm font-medium hover:bg-blue-600 transition-colors';
|
||
} else {
|
||
btn.className = 'px-4 py-2 bg-slate-700 text-slate-300 rounded-lg text-sm font-medium hover:bg-slate-600 transition-colors';
|
||
}
|
||
});
|
||
|
||
// 显示/隐藏行
|
||
rows.forEach(row => {
|
||
if (category === 'all' || row.getAttribute('data-category') === category) {
|
||
row.style.display = '';
|
||
} else {
|
||
row.style.display = 'none';
|
||
}
|
||
});
|
||
}
|
||
|
||
// 初始化表格
|
||
generateStockTable();
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |