559 lines
36 KiB
HTML
559 lines
36 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>深度研报：阿里“千问”项目</title>
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<script src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js" defer></script>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&family=Oxanium:wght@300;400;600;700&display=swap');
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body {
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #0c0a18;
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background-image:
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radial-gradient(circle at 15% 50%, rgba(88, 88, 255, 0.1), transparent 30%),
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radial-gradient(circle at 85% 30%, rgba(255, 88, 203, 0.1), transparent 30%),
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font-family: 'Oxanium', cursive;
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background: rgba(18, 16, 38, 0.4);
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backdrop-filter: blur(20px);
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-webkit-backdrop-filter: blur(20px);
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box-shadow: 0 0 30px rgba(88, 88, 255, 0.2);
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}
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.glow-text {
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text-shadow: 0 0 8px rgba(173, 216, 230, 0.7);
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}
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display: grid;
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gap: 1.5rem;
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@keyframes subtle-float {
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0%, 100% { transform: translateY(0); }
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50% { transform: translateY(-8px); }
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.floating-element {
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animation: subtle-float 8s ease-in-out infinite;
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position: relative;
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.echarts-container {
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width: 100%;
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height: 400px;
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}
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</style>
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</head>
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<body class="text-gray-300">
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<div class="container mx-auto px-4 py-8">
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<!-- Header -->
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<header class="text-center mb-12">
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<h1 class="text-5xl md:text-7xl font-bold font-oxanium glow-text text-white tracking-widest">
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阿里“千问”项目
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</h1>
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<p class="mt-4 text-lg text-primary">深度投研报告</p>
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<div class="mt-4 text-xs text-gray-500 max-w-2xl mx-auto p-2 border border-gray-700 rounded-lg">
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<p>由 北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
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<p>免责声明：本报告由AI基于公开信息合成，旨在提供研究参考，不构成任何投资建议。投资有风险，决策需谨慎。</p>
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</div>
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</header>
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<!-- Bento Grid for Core Insights -->
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<main class="space-y-16">
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<section class="bento-grid grid-cols-1 lg:grid-cols-3">
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<div class="lg:col-span-2 glass-card rounded-3xl p-6 md:p-8">
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<h2 class="text-2xl font-bold font-oxanium text-white mb-4">核心观点摘要</h2>
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<p class="text-gray-300 leading-relaxed">
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阿里“千问”项目是其在AI时代下，leveraging其全球领先的开源模型生态（Qwen）与深厚的商业场景（电商、本地生活、支付），进行的一次从B端（ToB）向C端（ToC）的战略核心转移。当前，该概念正处于由宏大叙事和海量用户数据驱动的<strong class="text-accent">应用层炒作初期</strong>，其核心驱动力是打造一个“超级AI入口”的巨大想象空间。然而，其长期价值能否兑现，取决于能否在激烈的技术竞争中（尤其面对DeepSeek等竞品）弥合性能差距，并成功探索出可持续的C端商业化路径。
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</p>
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</div>
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<div class="glass-card rounded-3xl p-6 md:p-8 floating-element" style="animation-delay: -2s;">
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<h2 class="text-2xl font-bold font-oxanium text-white mb-4">核心驱动力</h2>
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<ul class="space-y-3">
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<li class="flex items-start"><span class="text-primary mr-3 mt-1">●</span><div><strong class="text-white">战略转型驱动：</strong>打造超级AI入口，盘活集团生态体系。</div></li>
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<li class="flex items-start"><span class="text-primary mr-3 mt-1">●</span><div><strong class="text-white">技术开源驱动：</strong>构建“AI时代的安卓”，以庞大开发者生态为基石。</div></li>
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<li class="flex items-start"><span class="text-primary mr-3 mt-1">●</span><div><strong class="text-white">商业闭环驱动：</strong>“场景即护城河”，实现信息获取到服务完成的无缝闭环。</div></li>
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</ul>
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</div>
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<div class="lg:col-span-3 glass-card rounded-3xl p-6 md:p-8">
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<h2 class="text-2xl font-bold font-oxanium text-white mb-4">市场预期差分析：性能与成本</h2>
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<p class="text-sm text-gray-400 mb-4">市场普遍认为Qwen模型技术全球领先，但路演数据显示其在关键能力和成本控制上与顶级竞品存在差距，这构成了当前概念最大的风险与预期差。</p>
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<div id="performanceChart" class="echarts-container"></div>
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</div>
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<div class="glass-card rounded-3xl p-6 md:p-8 floating-element" style="animation-delay: -4s;">
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<h2 class="text-2xl font-bold font-oxanium text-white mb-4">近期关键催化剂</h2>
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<ul class="space-y-3">
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<li><strong class="text-info">Agent功能落地：</strong>验证“超级入口”逻辑的关键一步。</li>
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<li><strong class="text-info">苹果合作确认：</strong>若官宣，将是短期最强股价催化剂。</li>
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<li><strong class="text-info">DAU/API调用量：</strong>持续高增长将强化平台价值。</li>
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</ul>
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</div>
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<div class="lg:col-span-2 glass-card rounded-3xl p-6 md:p-8">
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<h2 class="text-2xl font-bold font-oxanium text-white mb-4">产业链图谱</h2>
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<div class="flex flex-col md:flex-row justify-around text-center">
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<div class="p-4">
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<h3 class="font-bold text-lg text-secondary">上游：AI基础设施</h3>
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<p class="text-sm">算力/数据中心 (数据港, 杭钢股份)</p>
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<p class="text-sm">服务器/芯片 (浪潮信息, 海光信息)</p>
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<p class="text-sm">网络设备/光模块 (紫光股份, 中际旭创)</p>
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</div>
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<div class="p-4 border-t-2 md:border-t-0 md:border-l-2 border-dashed border-gray-700">
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<h3 class="font-bold text-lg text-accent">中游：模型与平台</h3>
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<p class="text-sm">核心主体 (阿里巴巴)</p>
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<p class="text-sm">模型训练合作 (昆仑万维)</p>
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</div>
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<div class="p-4 border-t-2 md:border-t-0 md:border-l-2 border-dashed border-gray-700">
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<h3 class="font-bold text-lg text-primary">下游：应用与生态</h3>
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<p class="text-sm">阿里内部生态 (淘宝, 高德, 钉钉)</p>
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<p class="text-sm">核心生态伙伴 (石基信息, 光云科技)</p>
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</div>
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</div>
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</div>
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</section>
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<!-- Timeline Section -->
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<section class="glass-card rounded-3xl p-6 md:p-8">
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<h2 class="text-2xl text-center font-bold font-oxanium text-white mb-10">项目发展路径与时间轴</h2>
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<!-- 使用 DaisyUI 原生时间轴组件 -->
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<!-- max-md:timeline-compact 表示在移动端自动变为单列紧凑模式 -->
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<!-- timeline-vertical 表示垂直排列 -->
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<ul class="timeline timeline-snap-icon max-md:timeline-compact timeline-vertical">
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<!-- Item 1: 左侧 (2024) -->
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<li>
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<div class="timeline-middle">
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<!-- 霓虹灯光点 -->
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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-primary glow-text">
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<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" />
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</svg>
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</div>
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<!-- timeline-start 在桌面端显示在左侧/上方，md:text-end 让文字在桌面靠右对齐 -->
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<div class="timeline-start mb-10 md:text-end w-full md:w-auto">
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<div class="glass-card p-4 rounded-xl border border-primary/30 hover:border-primary transition-colors">
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<time class="font-oxanium text-sm text-gray-400">~2024</time>
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<h3 class="font-bold text-lg text-primary mt-1">技术奠基期</h3>
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<p class="text-sm text-gray-300 mt-2">通义千问(Qwen)模型在开源社区崭露头角，登顶全球榜单，积累技术声誉。</p>
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</div>
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</div>
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<hr class="bg-primary/30"/>
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</li>
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<!-- Item 2: 右侧 (年初) -->
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<li>
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<hr class="bg-primary/30"/>
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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-primary glow-text">
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<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" />
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</svg>
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</div>
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<!-- timeline-end 在桌面端显示在右侧/下方 -->
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<div class="timeline-end mb-10 w-full md:w-auto">
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<div class="glass-card p-4 rounded-xl border border-primary/30 hover:border-primary transition-colors">
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<time class="font-oxanium text-sm text-gray-400">年初~2025.11</time>
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<h3 class="font-bold text-lg text-primary mt-1">战略酝酿期</h3>
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<p class="text-sm text-gray-300 mt-2">宣布投入3800亿建设AI基建；秘密启动“千问”项目，定位“AI时代的未来之战”。</p>
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</div>
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</div>
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<hr class="bg-accent/30"/>
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</li>
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<!-- Item 3: 左侧 (2025.11.17) -->
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<li>
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<hr class="bg-accent/30"/>
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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-accent glow-text">
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<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" />
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</svg>
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</div>
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<div class="timeline-start mb-10 md:text-end w-full md:w-auto">
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<div class="glass-card p-4 rounded-xl border border-accent/30 hover:border-accent transition-colors shadow-[0_0_15px_rgba(255,88,203,0.1)]">
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<time class="font-oxanium text-sm text-white">2025.11.17</time>
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<h3 class="font-bold text-lg text-accent mt-1">正式引爆</h3>
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<p class="text-sm text-gray-300 mt-2">千问APP上线公测，一周下载量破1000万，标志战略重心向C端倾斜。</p>
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</div>
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</div>
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<hr class="bg-secondary/30"/>
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</li>
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<!-- Item 4: 右侧 (当前) -->
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<li>
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<hr class="bg-secondary/30"/>
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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-secondary glow-text">
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<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" />
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</svg>
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</div>
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<div class="timeline-end mb-10 w-full md:w-auto">
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<div class="glass-card p-4 rounded-xl border border-secondary/30 hover:border-secondary transition-colors">
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<time class="font-oxanium text-sm text-gray-400">当前-2026</time>
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<h3 class="font-bold text-lg text-secondary mt-1">“入口”确立期</h3>
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<p class="text-sm text-gray-300 mt-2">核心任务是完善Agent功能，深度整合阿里内部应用，迅速扩大用户基数。</p>
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</div>
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</div>
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<hr class="bg-secondary/30"/>
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</li>
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<!-- Item 5: 左侧 (2026-2028) -->
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<li>
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<hr class="bg-secondary/30"/>
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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-secondary glow-text">
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<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" />
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</svg>
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</div>
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<div class="timeline-start mb-10 md:text-end w-full md:w-auto">
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<div class="glass-card p-4 rounded-xl border border-secondary/30 hover:border-secondary transition-colors">
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<time class="font-oxanium text-sm text-gray-400">2026-2028</time>
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<h3 class="font-bold text-lg text-secondary mt-1">“生态”开放期</h3>
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<p class="text-sm text-gray-300 mt-2">通过开放API和AI Agent Store，将千问平台化，打造AI应用“分发中心”。</p>
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</div>
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</div>
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<hr class="bg-gray-700"/>
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</li>
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<!-- Item 6: 右侧 (2028以后) -->
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<li>
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<hr class="bg-gray-700"/>
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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-gray-500 glow-text">
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||
<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" />
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</svg>
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</div>
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<div class="timeline-end mb-10 w-full md:w-auto">
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<div class="glass-card p-4 rounded-xl border border-gray-700 hover:border-white transition-colors">
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<time class="font-oxanium text-sm text-gray-400">2028以后</time>
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<h3 class="font-bold text-gray-400 mt-1">“商业化”成熟期</h3>
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<p class="text-sm text-gray-400 mt-2">探索订阅制、应用商店分成、广告佣金等多元化商业模式，实现盈利。</p>
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</div>
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</div>
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</li>
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</ul>
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</section>
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<h2 class="text-2xl text-center font-bold font-oxanium text-white mb-10">项目发展路径与时间轴</h2>
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<div class="timeline max-w-4xl mx-auto">
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<!-- Item 1 -->
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<div class="timeline-item">
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<div class="timeline-content glass-card p-4 rounded-xl">
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<h3 class="font-bold text-primary">~2024: 技术奠基期</h3>
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<p class="text-sm">通义千问(Qwen)模型在开源社区崭露头角，登顶全球榜单，积累技术声誉。</p>
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</div>
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</div>
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<!-- Item 2 -->
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<div class="timeline-item">
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<div class="timeline-content glass-card p-4 rounded-xl">
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<h3 class="font-bold text-primary">年初~2025.11: 战略酝酿期</h3>
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<p class="text-sm">宣布投入3800亿建设AI基建；秘密启动“千问”项目，定位“AI时代的未来之战”。</p>
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</div>
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</div>
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<!-- Item 3 -->
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<div class="timeline-item">
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<div class="timeline-content glass-card p-4 rounded-xl">
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<h3 class="font-bold text-accent">2025.11.17: 正式引爆</h3>
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<p class="text-sm">千问APP上线公测，一周下载量破1000万，标志战略重心向C端倾斜。</p>
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</div>
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</div>
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<!-- Item 4 -->
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<div class="timeline-item">
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<div class="timeline-content glass-card p-4 rounded-xl">
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<h3 class="font-bold text-secondary">当前-2026: “入口”确立期</h3>
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<p class="text-sm">核心任务是完善Agent功能，深度整合阿里内部应用，迅速扩大用户基数。</p>
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</div>
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</div>
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<!-- Item 5 -->
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<div class="timeline-item">
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<div class="timeline-content glass-card p-4 rounded-xl">
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<h3 class="font-bold text-secondary">2026-2028: “生态”开放期</h3>
|
||
<p class="text-sm">通过开放API和AI Agent Store，将千问平台化，打造AI应用“分发中心”。</p>
|
||
</div>
|
||
</div>
|
||
<!-- Item 6 -->
|
||
<div class="timeline-item">
|
||
<div class="timeline-content glass-card p-4 rounded-xl">
|
||
<h3 class="font-bold text-secondary">2028以后: “商业化”成熟期</h3>
|
||
<p class="text-sm">探索订阅制、应用商店分成、广告佣金等多元化商业模式，实现盈利。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Detailed Data (Accordions) -->
|
||
<section class="space-y-4">
|
||
<h2 class="text-3xl text-center font-bold font-oxanium text-white mb-8">多源情报深度解析</h2>
|
||
<div class="collapse collapse-plus glass-card rounded-2xl">
|
||
<input type="radio" name="my-accordion-2" id="insight-details"/>
|
||
<label for="insight-details" class="collapse-title text-xl font-medium font-oxanium text-white">
|
||
核心逻辑与市场认知 (Insight)
|
||
</label>
|
||
<div class="collapse-content text-gray-400">
|
||
<div class="p-4 space-y-4">
|
||
<p><strong>信息交叉验证风险：</strong>最显著的矛盾点在于模型性能。新闻稿中“登顶榜首”、“赶超GPT-4”的宣传性表述，与路演纪要中“落后于DeepSeek V3”、“思维链需突破”的内部测评结论存在明显冲突。这表明投资者需审慎看待其公开宣传的技术实力，其“护城河”可能不如市场想象的那么深。</p>
|
||
<p><strong>商业化风险：</strong>C端盈利模式模糊，目前完全免费。同时路演指出其推理成本远高于竞品（是DeepSeek的5.6倍），在“百模大战”和价格战的背景下，高昂的成本可能侵蚀其利润空间，使其陷入“用户越多、亏损越大”的困境。</p>
|
||
<p><strong>综合结论：</strong>项目目前明确处于<strong>主题炒作与基本面预期注入的混合阶段</strong>。其“超级AI入口”的故事极具吸引力，但核心技术尚未与顶尖竞品拉开差距，商业模式尚在探索。这是一个高想象空间与高不确定性并存的典型“成长股”概念。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="collapse collapse-plus glass-card rounded-2xl">
|
||
<input type="radio" name="my-accordion-2" id="news-details" />
|
||
<label for="news-details" class="collapse-title text-xl font-medium font-oxanium text-white">
|
||
新闻数据摘要
|
||
</label>
|
||
<div class="collapse-content text-gray-400">
|
||
<div class="p-4 space-y-2">
|
||
<p><strong>项目启动与战略定位：</strong>秘密启动“千问”项目，全面对标ChatGPT，内部定位为“AI时代的未来之战”。战略重心从B端市场向C端倾斜，全力进军AI to C。</p>
|
||
<p><strong>千问APP：</strong>定位“会聊天能办事的个人AI助手”，基于全球性能第一的开源模型Qwen3。公测一周下载量突破1000万次，超越ChatGPT、Sora成为史上增长最快的AI应用之一。深度融合夸克AI浏览器，成为桌面级智能助理。</p>
|
||
<p><strong>技术与模型：</strong>发布并开源Qwen3系列模型，多次登顶全球开源模型榜首。旗舰版Qwen2.5-Max预训练数据超过20万亿tokens。</p>
|
||
<p><strong>生态与应用：</strong>头部物流企业（圆通、顺丰等）已全部接入。中科院多个研究机构接入。核心商业伙伴包括石基信息（酒店）、数据港/杭钢股份（算力）、值得买（数据服务）等。</p>
|
||
<p><strong>市场影响力：</strong>千问API调用量跃居全球第四，超越OpenAI。开源模型下载量突破2亿，衍生模型数量突破10万，稳居全球第一。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="collapse collapse-plus glass-card rounded-2xl">
|
||
<input type="radio" name="my-accordion-2" id="roadshow-details" />
|
||
<label for="roadshow-details" class="collapse-title text-xl font-medium font-oxanium text-white">
|
||
路演纪要精粹
|
||
</label>
|
||
<div class="collapse-content text-gray-400">
|
||
<div class="p-4 space-y-2">
|
||
<p><strong>性能对比 (2025-04-29):</strong> 在Agent测评中，千问3在阿里自有平台优化下表现优异，但在第三方中立平台表现不稳。DeepSeek的Cloud模型可同时控制100个软件，目前最强。国内模型梯队被认为是：Cloud > DeepSeek V3 > 千问3 > 豆包。</p>
|
||
<p><strong>成本对比 (2025-02-03):</strong> 阿里Max模型100万Token收费44.5元，是DeepSeek的5.6倍。推理速度慢于V3，训练成本更高。</p>
|
||
<p><strong>战略升级 (2025-11-26):</strong> “通义”全面升级为“千问”，战略重心由ToB延伸至ToC，目标打造DAU破亿的通用Chatbot，并计划全球发布。</p>
|
||
<p><strong>APP战略 (2025-11-25):</strong> 千问App目标不是问答，而是“城市入口的入口”。商业路径是通过屏幕理解+Agent直接调用淘宝、天猫、支付宝等自有APP，实现“拍照→比价→自动下单→支付→物流”闭环。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="collapse collapse-plus glass-card rounded-2xl">
|
||
<input type="radio" name="my-accordion-2" id="report-details" />
|
||
<label for="report-details" class="collapse-title text-xl font-medium font-oxanium text-white">
|
||
券商研报观点
|
||
</label>
|
||
<div class="collapse-content text-gray-400">
|
||
<div class="p-4 space-y-2">
|
||
<p><strong>项目定位与市场表现：</strong>定位为“阿里最强大模型官方AI助手”，公测上线两天冲入App Store总榜第三。反映了阿里AI战略重心向C端倾斜。</p>
|
||
<p><strong>商业目标：</strong>希望借助Qwen开源优势赢得竞争，并打通阿里应用生态建立商业闭环。未来一到两年内，有望被打造成新的高频超级入口。</p>
|
||
<p><strong>技术基础：</strong>旗舰级模型Qwen3-Max参数量突破1万亿，与GPT-4规模差距缩小。通义千问2.5性能全面赶超GPT-4 Turbo。</p>
|
||
<p><strong>生态系统：</strong>通义系列模型已成为全球第一大开源模型族，累计下载量突破6亿次。希望借助零售、外卖、旅行等完备生态实现全局突破。</p>
|
||
<p><strong>算力投入：</strong>未来三年将投入超3800亿元建设云和AI硬件基础设施。千问APP使用量放大将带动AI算力投资进一步扩张。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Universe -->
|
||
<section class="glass-card rounded-3xl p-6 md:p-8">
|
||
<h2 class="text-3xl text-center font-bold font-oxanium text-white mb-8">相关概念股全景</h2>
|
||
|
||
<div class="mb-12">
|
||
<h3 class="text-xl font-bold font-oxanium text-primary mb-4">涨幅异动分析</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-4">
|
||
<div class="glass-card rounded-xl p-4 border border-primary/20">
|
||
<div class="flex justify-between items-center">
|
||
<h4 class="font-bold text-lg text-white">浪潮软件 (600756)</h4>
|
||
<span class="badge badge-error badge-outline">+10.02%</span>
|
||
</div>
|
||
<p class="text-sm mt-2"><strong>驱动：</strong>阿里千问AI to C生态映射+中央党政军AI平台首单，双重催化下成为AI应用补涨龙头。</p>
|
||
</div>
|
||
<div class="glass-card rounded-xl p-4 border border-primary/20">
|
||
<div class="flex justify-between items-center">
|
||
<h4 class="font-bold text-lg text-white">石基信息 (002153)</h4>
|
||
<span class="badge badge-warning badge-outline">逻辑最纯粹</span>
|
||
</div>
|
||
<p class="text-sm mt-2"><strong>驱动：</strong>国内酒店信息管理系统龙头，阿里为二股东。千问APP酒店预订功能将直接调用其系统，受益路径直接。</p>
|
||
</div>
|
||
<div class="glass-card rounded-xl p-4 border border-primary/20">
|
||
<div class="flex justify-between items-center">
|
||
<h4 class="font-bold text-lg text-white">数据港 (603881)</h4>
|
||
<span class="badge badge-success badge-outline">确定性高</span>
|
||
</div>
|
||
<p class="text-sm mt-2"><strong>驱动：</strong>与阿里深度合作共建数据中心，是阿里AI算力扩张的直接“卖铲人”，受益逻辑确定性高。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra-zebra w-full">
|
||
<thead class="text-base text-white font-oxanium">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>关联原因</th>
|
||
<th>产业链环节</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data injected by JS -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
</div>
|
||
|
||
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|
||
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|
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|
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|
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|
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|
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|
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|
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|
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|
||
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|
||
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|
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|
||
{ "stock": "数据港", "reason": "与阿里合作ZH13等数据中心项目", "其他标签": "上游基建, 数据中心", "stock_code": "603881" },
|
||
{ "stock": "杭钢股份", "reason": "浙江云公司主动对接阿里需求，已投运机柜服务阿里", "其他标签": "上游基建, 数据中心", "stock_code": "600126" },
|
||
{ "stock": "浪潮信息", "reason": "在百度和阿里的服务器采购中，公司所占份额最高", "其他标签": "上游基建, 服务器", "stock_code": "000977" },
|
||
{ "stock": "紫光股份", "reason": "400G数据中心交换机在阿里巴巴获得大份额", "其他标签": "上游基建, 交换机", "stock_code": "000938" },
|
||
{ "stock": "中际旭创", "reason": "全球主要的互联网云厂商都是公司的客户", "其他标签": "上游基建, 光模块", "stock_code": "300308" },
|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
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|
||
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|
||
{ "stock": "宝信软件", "reason": "宝信软件罗泾宝之云园区作为阿里巴巴华东区的主要数据节点之一", "其他标签": "上游基建, 数据中心", "stock_code": "600845" },
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||
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|
||
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