459 lines
44 KiB
HTML
459 lines
44 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="zh-CN" data-theme="night">
|
||
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>字节豆包概念股 - 深度投研报告</title>
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
|
||
|
||
<style>
|
||
@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&display=swap');
|
||
|
||
body {
|
||
font-family: 'Inter', 'Noto Sans SC', sans-serif;
|
||
background-color: #01000A;
|
||
background-image:
|
||
radial-gradient(ellipse at 20% 20%, rgba(51, 0, 111, 0.4) 0%, transparent 50%),
|
||
radial-gradient(ellipse at 80% 10%, rgba(0, 89, 178, 0.3) 0%, transparent 50%),
|
||
radial-gradient(ellipse at 70% 80%, rgba(138, 43, 226, 0.25) 0%, transparent 50%),
|
||
radial-gradient(ellipse at 30% 90%, rgba(0, 100, 149, 0.2) 0%, transparent 50%);
|
||
background-attachment: fixed;
|
||
color: #E0E0E0;
|
||
}
|
||
|
||
.glass-card {
|
||
background: rgba(10, 8, 30, 0.5);
|
||
backdrop-filter: blur(20px);
|
||
-webkit-backdrop-filter: blur(20px);
|
||
border: 1px solid rgba(255, 255, 255, 0.1);
|
||
transition: all 0.3s ease;
|
||
}
|
||
|
||
.glass-card:hover {
|
||
border-color: rgba(167, 139, 250, 0.5);
|
||
box-shadow: 0 0 30px rgba(167, 139, 250, 0.1);
|
||
}
|
||
|
||
.glow-border {
|
||
border: 1px solid rgba(192, 132, 252, 0.2);
|
||
}
|
||
|
||
.glow-shadow {
|
||
box-shadow: 0 0 15px rgba(192, 132, 252, 0.1), 0 0 5px rgba(192, 132, 252, 0.1);
|
||
}
|
||
|
||
.text-glow {
|
||
text-shadow: 0 0 8px rgba(192, 132, 252, 0.5);
|
||
}
|
||
|
||
.bento-grid {
|
||
display: grid;
|
||
gap: 1.5rem;
|
||
grid-template-columns: repeat(12, 1fr);
|
||
}
|
||
|
||
.bento-item {
|
||
border-radius: 1.5rem;
|
||
padding: 1.5rem;
|
||
}
|
||
|
||
.col-span-12 { grid-column: span 12; }
|
||
.col-span-8 { grid-column: span 8; }
|
||
.col-span-6 { grid-column: span 6; }
|
||
.col-span-4 { grid-column: span 4; }
|
||
@media (max-width: 1024px) {
|
||
.col-span-8, .col-span-6, .col-span-4 { grid-column: span 12; }
|
||
}
|
||
|
||
.concept-tag {
|
||
background-color: rgba(167, 139, 250, 0.1);
|
||
border: 1px solid rgba(167, 139, 250, 0.3);
|
||
color: #d8b4fe;
|
||
padding: 2px 8px;
|
||
border-radius: 9999px;
|
||
font-size: 0.75rem;
|
||
margin: 2px;
|
||
display: inline-block;
|
||
}
|
||
</style>
|
||
</head>
|
||
|
||
<body class="antialiased min-h-screen">
|
||
<div class="container mx-auto p-4 sm:p-6 lg:p-8">
|
||
|
||
<!-- Header -->
|
||
<header class="text-center mb-12">
|
||
<h1 class="text-4xl md:text-6xl font-bold bg-clip-text text-transparent bg-gradient-to-r from-purple-400 via-pink-400 to-blue-400 text-glow">
|
||
字节豆包概念股
|
||
</h1>
|
||
<p class="text-lg text-gray-400 mt-4">深度投研报告</p>
|
||
<p class="text-xs text-gray-500 mt-2">北京价值前沿科技有限公司 AI投研agent：“价小前投研”呈现</p>
|
||
</header>
|
||
|
||
<!-- Main Content -->
|
||
<main class="space-y-12">
|
||
|
||
<!-- Insight Section -->
|
||
<section id="insight" class="glass-card p-8 rounded-3xl glow-shadow">
|
||
<h2 class="text-3xl font-bold mb-6 text-purple-300">核心洞察 (Insight)</h2>
|
||
|
||
<div class="prose prose-invert max-w-none text-gray-300 prose-headings:text-purple-300 prose-strong:text-purple-200">
|
||
<blockquote>
|
||
<p class="text-lg">“字节豆包概念股”正处于一个由<strong class="text-xl">宏大叙事驱动、投机情绪主导</strong>的高热度阶段。其核心驱动力源于豆包APP的现象级用户增长与字节跳动向“AI硬件+生态”延伸的明确战略意图。然而，概念内部存在显著的<strong class="text-xl">“预期与现实”温差</strong>，官方的审慎态度与市场的狂热炒作形成鲜明对比，使得该主题呈现出<strong class="text-xl">高成长潜力与高不确定性并存</strong>的特征。</p>
|
||
</blockquote>
|
||
|
||
<h3 class="!mt-8">核心驱动力：用户破圈带来的全产业链价值重估</h3>
|
||
<p>支撑该概念的根本逻辑是字节跳动正在复刻苹果与小米的成功路径，即通过“模型+OS+硬件+应用”构建生态闭环，这将催生对算力、芯片、代工等全方位硬件需求，并为国产供应链提供巨大的增长叙事。</p>
|
||
<ul>
|
||
<li><strong>C端应用成功验证：</strong> 截至2024年11月底，豆包APP累计用户规模<strong class="text-purple-300">超越1.6亿</strong>，MAU接近<strong class="text-purple-300">6000万</strong>，成为国内第一、全球第二的AI应用，解决了AI“有技术、无用户”的困境，成为AI商业化的超级流量入口。</li>
|
||
<li><strong>“软硬一体”生态预期：</strong> 字节通过收购耳机品牌Oladance、推出AI玩具“显眼包”、与OPPO/vivo/小米等手机厂商发起“智能终端大模型联盟”等一系列动作，明确了向硬件生态延伸的战略。市场坚信，手握巨大流量的字节不会满足于仅做一个App。</li>
|
||
<li><strong>国产化替代的想象空间：</strong> 在外部环境压力下，市场预期字节庞大的算力需求将优先向国产供应链倾斜，为寒武纪、海光信息等国产AI芯片及相关基础设施厂商提供了巨大的增长叙事。</li>
|
||
</ul>
|
||
|
||
<div class="alert bg-yellow-900/50 border-yellow-500/50 text-yellow-200 rounded-2xl my-8">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>
|
||
<div>
|
||
<h3 class="font-bold">官方风险提示 & 核心矛盾点</h3>
|
||
<div class="text-sm">字节跳动于2024年12月19日官方发布风险提示，称“豆包概念股”存在夸大甚至虚构内容，要求投资者切勿轻信传言。这是本次概念分析中最核心的矛盾点：<strong class="text-yellow-100">官方的审慎与市场的狂热形成鲜明对比</strong>。同时，字节官方明确否认“自研手机”和“豆包汽车”计划，这直接对部分供应链炒作逻辑构成潜在证伪。</div>
|
||
</div>
|
||
</div>
|
||
|
||
<h3>关键催化剂与未来发展路径</h3>
|
||
<ol>
|
||
<li><strong>近期催化剂 (3-6个月内)：</strong>
|
||
<ul>
|
||
<li><strong>FORCE2024大会成果落地：</strong> 任何关于豆包大模型新能力、商业化政策以及硬件合作的细节。</li>
|
||
<li><strong>首批AI硬件产品销售数据：</strong> Ola Friend智能体耳机及“显眼包”AI玩具的销售数据和用户反馈。</li>
|
||
<li><strong>“智能终端大模型联盟”实质性产品发布：</strong> 联盟内手机厂商发布深度集成豆包助手的旗舰机型。</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>长期发展路径：</strong>
|
||
<ul>
|
||
<li><strong>阶段一 (当前)：应用驱动。</strong> 持续扩大用户基数，探索广告、订阅等初步变现模式。</li>
|
||
<li><strong>阶段二 (1-2年)：硬件渗透。</strong> 以耳机、玩具为切入点，逐步向眼镜、手机等高价值终端渗透。</li>
|
||
<li><strong>阶段三 (3-5年)：生态成熟。</strong> 形成“豆包OS”雏形，成为连接人、设备和服务的智能中枢。</li>
|
||
</ul>
|
||
</li>
|
||
</ol>
|
||
|
||
<h3>产业链深度剖析 & 核心玩家</h3>
|
||
<p>产业链可分为上游基础设施、中游模型平台和下游终端应用。其中，逻辑最纯粹、确定性最高的环节在于为AI浪潮提供“卖水”服务的算力基础设施，以及已实现产品落地的端侧AI核心芯片。</p>
|
||
<ul>
|
||
<li><strong>逻辑最纯粹的领导者 (确定性高)：</strong>
|
||
<ul>
|
||
<li><strong>润泽科技：</strong> 字节核心IDC供应商，路演信息证实其提供“高毛利”服务，深度绑定，直接受益于算力需求。</li>
|
||
<li><strong>中科蓝讯 / 乐鑫科技：</strong> 芯片已明确对接火山引擎或应用于AI玩具“显眼包”，是AI硬件从概念到产品的实际参与者。</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>潜力巨大的追赶者 (弹性大，不确定性高)：</strong>
|
||
<ul>
|
||
<li><strong>寒武纪 / 海光信息：</strong> 国产算力龙头，想象空间最大。但与字节合作程度未公开，受益程度依赖于字节国产化采购的决心和节奏。</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>价值链延伸者 (稳健，但弹性稍弱)：</strong>
|
||
<ul>
|
||
<li><strong>省广集团 / 浙文互联：</strong> 核心广告代理商，直接受益于豆包带来的新增流量变现，业务模式成熟。</li>
|
||
<li><strong>歌尔股份：</strong> 字节Pico代工商，深度绑定智能硬件制造，但在新产品中是否维持核心地位需观察。</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
|
||
<h3>综合结论与投资启示</h3>
|
||
<p>“字节豆包概念”目前毫无疑问<strong class="text-purple-300">主要处于主题炒作阶段</strong>。其股价表现由未来宏大的可能性驱动，而非当下稳固的业绩。但与其他纯粹的概念不同，它背后有<strong class="text-purple-300">坚实的用户数据和字节明确的战略意图</strong>作为支撑，部分环节已开始显现基本面驱动的迹象。这是一个<strong class="text-purple-300">泡沫与机遇并存</strong>的领域，需要精细的“沙里淘金”。</p>
|
||
<p><strong>最具投资价值的细分环节：</strong></p>
|
||
<ol>
|
||
<li><strong>AI算力基础设施：</strong> 确定性最高的“卖水人”环节，如与字节深度绑定的IDC服务商（润泽科技）和液冷解决方案商（英维克）。</li>
|
||
<li><strong>已实现产品落地的端侧AI核心芯片：</strong> 业绩兑现路径更短、更清晰，如中科蓝讯、乐鑫科技。</li>
|
||
</ol>
|
||
<p><strong>需重点跟踪和验证的关键指标：</strong> 硬件产品出货量、豆包APP付费转化率、国产算力供应商订单确认、火山引擎企业客户增长。</p>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Bento Grid Section -->
|
||
<section id="data-dashboard">
|
||
<div class="bento-grid">
|
||
<div class="bento-item glass-card col-span-8">
|
||
<h3 class="text-xl font-bold text-purple-300 mb-4">关键事件与产品迭代</h3>
|
||
<ul class="timeline timeline-snap-icon max-md:timeline-compact timeline-vertical">
|
||
<li>
|
||
<div class="timeline-middle">
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-purple-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 0 001.06 0l4.001-5.5a.75.75 0 00.154-.179z" clip-rule="evenodd" /></svg>
|
||
</div>
|
||
<div class="timeline-end timeline-box glass-card !bg-opacity-70 !border-purple-500/20">
|
||
<time class="font-mono italic">2024.08.08</time>
|
||
<div class="text-lg font-black">音乐生成</div>
|
||
豆包上线音乐生成功能，拓展多模态能力。
|
||
</div>
|
||
<hr class="bg-purple-500/50"/>
|
||
</li>
|
||
<li>
|
||
<hr class="bg-purple-500/50"/>
|
||
<div class="timeline-middle">
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-purple-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 0 001.06 0l4.001-5.5a.75.75 0 00.154-.179z" clip-rule="evenodd" /></svg>
|
||
</div>
|
||
<div class="timeline-end timeline-box glass-card !bg-opacity-70 !border-purple-500/20">
|
||
<time class="font-mono italic">2024.09</time>
|
||
<div class="text-lg font-black">收购Oladance</div>
|
||
字节跳动全资收购开放式耳机品牌Oladance，加速硬件生态布局。
|
||
</div>
|
||
<hr class="bg-purple-500/50"/>
|
||
</li>
|
||
<li>
|
||
<hr class="bg-purple-500/50"/>
|
||
<div class="timeline-middle">
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-purple-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 0 001.06 0l4.001-5.5a.75.75 0 00.154-.179z" clip-rule="evenodd" /></svg>
|
||
</div>
|
||
<div class="timeline-end timeline-box glass-card !bg-opacity-70 !border-purple-500/20">
|
||
<time class="font-mono italic">2024.12.10</time>
|
||
<div class="text-lg font-black">视频生成</div>
|
||
视频生成模型PixelDance在豆包电脑版开启内测。
|
||
</div>
|
||
<hr class="bg-purple-500/50"/>
|
||
</li>
|
||
<li>
|
||
<hr class="bg-purple-500/50"/>
|
||
<div class="timeline-middle">
|
||
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-purple-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 0 001.06 0l4.001-5.5a.75.75 0 00.154-.179z" clip-rule="evenodd" /></svg>
|
||
</div>
|
||
<div class="timeline-end timeline-box glass-card !bg-opacity-70 !border-purple-500/20">
|
||
<time class="font-mono italic">2024.12.18-19</time>
|
||
<div class="text-lg font-black">FORCE2024大会</div>
|
||
字节举办原动力大会，展示全新大模型和硬件布局，成为概念发酵的强催化剂。
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bento-item glass-card col-span-4 flex flex-col justify-between">
|
||
<div>
|
||
<h3 class="text-xl font-bold text-purple-300 mb-4">用户增长数据</h3>
|
||
<p class="text-gray-400 text-sm mb-4">(截至 2024年11月)</p>
|
||
</div>
|
||
<div class="space-y-4">
|
||
<div class="stat bg-transparent p-0">
|
||
<div class="stat-title text-gray-400">累计用户规模</div>
|
||
<div class="stat-value text-purple-300 text-4xl">1.6亿+</div>
|
||
<div class="stat-desc text-gray-500">全球第二，国内第一</div>
|
||
</div>
|
||
<div class="stat bg-transparent p-0">
|
||
<div class="stat-title text-gray-400">月活跃用户 (MAU)</div>
|
||
<div class="stat-value text-purple-300 text-4xl">~6000万</div>
|
||
<div class="stat-desc text-gray-500">超越国内同类应用</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="bento-item glass-card col-span-12">
|
||
<h3 class="text-xl font-bold text-purple-300 mb-4">关键个股涨幅异动分析</h3>
|
||
<div id="rise-chart" style="width: 100%; height: 400px;"></div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Table Section -->
|
||
<section id="stock-list" x-data="stockData()">
|
||
<h2 class="text-3xl font-bold mb-6 text-center text-purple-300">字节豆包概念股全景列表</h2>
|
||
|
||
<div class="overflow-x-auto glass-card p-6 rounded-3xl">
|
||
<table class="table table-zebra bg-transparent">
|
||
<thead class="text-purple-300">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心关联逻辑</th>
|
||
<th>产业链环节</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-gray-300">
|
||
<template x-for="stock in stocks" :key="stock.stock_code">
|
||
<tr>
|
||
<td class="font-bold" x-text="stock.stock"></td>
|
||
<td>
|
||
<a :href="'https://valuefrontier.cn/company?scode=' + stock.stock_code" target="_blank" class="link link-hover text-purple-400" x-text="stock.stock_code"></a>
|
||
</td>
|
||
<td>
|
||
<template x-for="reason in stock.reasons">
|
||
<span class="concept-tag" x-text="reason"></span>
|
||
</template>
|
||
</td>
|
||
<td><span class="badge badge-outline border-purple-400 text-purple-300" x-text="stock.category"></span></td>
|
||
</tr>
|
||
</template>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
</main>
|
||
|
||
<!-- Footer -->
|
||
<footer class="text-center mt-12 text-xs text-gray-600">
|
||
<p>本报告由北京价值前沿科技有限公司 AI投研agent：“价小前投研”合成数据呈现。</p>
|
||
<p>所有内容仅为信息展示，不构成任何投资建议。股市有风险，投资需谨慎。</p>
|
||
</footer>
|
||
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('alpine:init', () => {
|
||
Alpine.data('stockData', () => ({
|
||
stocks: [],
|
||
init() {
|
||
const rawData = {
|
||
"字节豆包概念股(241210)": {
|
||
"0F2BD05C-7980-41E9-9ABD-9ED857587924.jpg": [{"stock":"寒武纪","reason":"算力","其他标签":"核心标的","stock_code":"688256"},{"stock":"海光信息","reason":"算力","其他标签":"核心标的","stock_code":"688041"},{"stock":"龙芯中科","reason":"算力","其他标签":"核心标的","stock_code":"688047"},{"stock":"景嘉微","reason":"算力","其他标签":"核心标的","stock_code":"300474"},{"stock":"乐鑫科技","reason":"数字IC","其他标签":"核心标的","stock_code":"688018"},{"stock":"中科蓝讯","reason":"数字IC","其他标签":"核心标的","stock_code":"688332"},{"stock":"英维克","reason":"算力散热","其他标签":"核心标的","stock_code":"002837"},{"stock":"高澜股份","reason":"算力散热","其他标签":"核心标的","stock_code":"300499"},{"stock":"申菱环境","reason":"算力散热","其他标签":"核心标的","stock_code":"301018"},{"stock":"润泽科技","reason":"算力服务","其他标签":"核心标的","stock_code":"300442"},{"stock":"亚康股份","reason":"算力服务","其他标签":"核心标的","stock_code":"301085"},{"stock":"海天瑞声","reason":"数据","其他标签":"核心标的","stock_code":"688787"},{"stock":"视觉中国","reason":"数据","其他标签":"核心标的","stock_code":"000681"},{"stock":"丝路视觉","reason":"数据","其他标签":"核心标的","stock_code":"300556"},{"stock":"掌趣科技","reason":"数据","其他标签":"核心标的","stock_code":"300315"},{"stock":"中文在线","reason":"数据","其他标签":"核心标的","stock_code":"300364"},{"stock":"实丰文化","reason":"玩具","其他标签":"核心标的","stock_code":"002862"},{"stock":"元隆雅图","reason":"玩具","其他标签":"核心标的","stock_code":"002878"},{"stock":"汤姆猫","reason":"玩具","其他标签":"核心标的","stock_code":"300459"},{"stock":"三维通信","reason":"营销","其他标签":"核心标的","stock_code":"002115"},{"stock":"引力传媒","reason":"营销","其他标签":"核心标的","stock_code":"603598"},{"stock":"省广集团","reason":"营销","其他标签":"核心标的","stock_code":"002400"},{"stock":"蓝色光标","reason":"营销","其他标签":"核心标的","stock_code":"300058"},{"stock":"易点天下","reason":"营销","其他标签":"核心标的","stock_code":"301171"}],
|
||
"3CCB51B9-AF44-4D54-A282-73C1A6867178.jpg": [{"stock":"寒武纪","reason":"国产算力产业链","其他标签":"建议关注","stock_code":"688256"},{"stock":"海光信息","reason":"国产算力产业链","其他标签":"建议关注, (中科曙光)","stock_code":"688041"},{"stock":"神州数码","reason":"国产算力产业链","其他标签":"建议关注","stock_code":"000034"},{"stock":"景嘉微","reason":"国产算力产业链","其他标签":"建议关注","stock_code":"300474"},{"stock":"润泽科技","reason":"国产算力产业链","其他标签":"建议关注, (通信组与机械组联合覆盖)","stock_code":"300442"},{"stock":"海天瑞声","reason":"豆包+数据","其他标签":"建议关注","stock_code":"688787"},{"stock":"中科蓝讯","reason":"豆包+端侧硬件","其他标签":"建议关注","stock_code":"688332"},{"stock":"乐鑫科技","reason":"豆包+端侧硬件","其他标签":"建议关注","stock_code":"688018"},{"stock":"英维克","reason":"国产算力散热","其他标签":"建议关注, (通信组与机械组联合覆盖)","stock_code":"002837"},{"stock":"申菱环境","reason":"国产算力散热","其他标签":"建议关注, (家电组覆盖)","stock_code":"301018"},{"stock":"高澜股份","reason":"国产算力散热","其他标签":"建议关注","stock_code":"300499"},{"stock":"炬芯科技","reason":"其他关注","其他标签":"建议关注","stock_code":"688049"},{"stock":"视觉中国","reason":"其他关注","其他标签":"建议关注","stock_code":"000681"}],
|
||
"57257D4C-B106-4182-A717-96A3F9F8CB54.jpg": [{"stock":"润欣科技","reason":"AI玩具合作、火山引擎AI芯片合作","其他标签":"字节跳动","stock_code":"300493"},{"stock":"天龙集团","reason":"广告营销业务代理","其他标签":"字节跳动","stock_code":"300063"},{"stock":"省广集团","reason":"抖音海外业务代理+AI营销","其他标签":"字节跳动","stock_code":"002400"},{"stock":"中文在线","reason":"内容创作、分发合作","其他标签":"字节跳动","stock_code":"300364"},{"stock":"掌阅科技","reason":"内容提供","其他标签":"字节跳动","stock_code":"603533"},{"stock":"慧博云通","reason":"数据标注","其他标签":"字节跳动","stock_code":"301316"},{"stock":"立昂技术","reason":"数据中心业务合作","其他标签":"字节跳动","stock_code":"300603"},{"stock":"英维克","reason":"字节合作+液冷服务器","其他标签":"字节跳动","stock_code":"002837"},{"stock":"视觉中国","reason":"字节深度合作+AIGC+快手合作AI大模型","其他标签":"字节跳动","stock_code":"000681"},{"stock":"引力传媒","reason":"AI营销+抖音+鸿蒙代理","其他标签":"字节跳动","stock_code":"603598"},{"stock":"漫步者","reason":"AI音箱 AI耳机","其他标签":"字节跳动","stock_code":"002351"},{"stock":"英派斯","reason":"AR眼镜 健身器材","其他标签":"字节跳动","stock_code":"002899"},{"stock":"南凌科技","reason":"代理分销","其他标签":"豆包","stock_code":"300921"},{"stock":"汉得信息","reason":"火山引擎的解决方案合作伙伴","其他标签":"豆包","stock_code":"300170"},{"stock":"亚康股份","reason":"算力支持与技术运维","其他标签":"豆包","stock_code":"301085"},{"stock":"润泽科技","reason":"提供算力支持服务","其他标签":"豆包","stock_code":"300442"},{"stock":"海天瑞声","reason":"提供数据训练的专业数据集","其他标签":"豆包","stock_code":"688787"},{"stock":"因赛集团","reason":"API接口调用合作","其他标签":"豆包","stock_code":"300781"},{"stock":"蓝色光标","reason":"营销方案开发","其他标签":"豆包","stock_code":"300058"},{"stock":"乐鑫科技","reason":"豆包AI玩具+大模型AI桌面机器人","其他标签":"豆包","stock_code":"688018"},{"stock":"中科蓝讯","reason":"AI端侧硬件合作","其他标签":"豆包","stock_code":"688332"},{"stock":"中科创达","reason":"算法与技术支持","其他标签":"豆包","stock_code":"300496"},{"stock":"丝路视觉","reason":"和字节跳动有合作","其他标签":"豆包","stock_code":"300556"}],
|
||
"57D38A9A-8E18-4807-B53F-2F157A911A62.jpg": [{"stock":"润泽科技","reason":"其通信技术和服务可支持豆包相关产品的应用和推广。","其他标签":{"自由流通市值":216},"stock_code":"300442"},{"stock":"亚康股份","reason":"字节跳动概念+算力。","其他标签":{"自由流通市值":37},"stock_code":"301085"},{"stock":"华塑科技","reason":"公司向字节跳动、抖音自建及租赁的数据中心提供BMS产品及服务。","其他标签":{"自由流通市值":8},"stock_code":"301157"},{"stock":"德生科技","reason":"公司大模型在总结归纳方面，有跟豆包、通义千问等合作。","其他标签":{"自由流通市值":24},"stock_code":"002908"},{"stock":"移远通信","reason":"芯片模组供应豆包AI玩具。","其他标签":{"自由流通市值":155},"stock_code":"603236"},{"stock":"乐鑫科技","reason":"芯片模组供应豆包AI玩具。","其他标签":{"自由流通市值":199},"stock_code":"688018"},{"stock":"元隆雅图","reason":"公司广泛布局体育、动漫、游戏、文旅文博、IP、原创艺术等各类IP。","其他标签":{"自由流通市值":40},"stock_code":"002878"},{"stock":"汤姆猫","reason":"目前在研发的AI产品包括汤姆猫AI语音机器人、AI讲故事APP、AI游戏等系列产品。","其他标签":{"自由流通市值":247},"stock_code":"300459"},{"stock":"三维通信","reason":"子公司巨网科技为字节跳动等知名客户提供高效精准的数字营销服务。字节跳动是子公司巨网科技重要的合作伙伴。公司高度重视AI等各类新技术发展动向。","其他标签":{"自由流通市值":61},"stock_code":"002115"},{"stock":"实丰文化","reason":"与爱奇艺旗下公司灵优智学达成战略合作双方将在AI智能玩具领域展开全面合作，推出原创IP飞飞兔一第三代GPT网络版智能玩具，合作IP包括宝可梦、奶龙、蛋仔派对、贪吃蛇大作战等。","其他标签":{"自由流通市值":40},"stock_code":"002862"},{"stock":"引力传媒","reason":"公司是字节跳动的核心代理商，获得TikTok TSP和TAP双牌照认证。","其他标签":{"自由流通市值":49},"stock_code":"603598"},{"stock":"天龙集团","reason":"其在抖音等平台的广告代理业务发展较好，豆包相关业务的拓展有望为其带来更多的广告投放需求和收入。","其他标签":{"自由流通市值":70},"stock_code":"300063"}],
|
||
"9BD12EFA-72E2-4EED-859D-9DBD75623F3C.jpg": [{"stock":"润泽科技","reason":"算力","其他标签":"抖音豆包","stock_code":"300442"},{"stock":"亚康股份","reason":"算力","其他标签":"抖音豆包","stock_code":"301085"},{"stock":"华塑科技","reason":"算力","其他标签":"抖音豆包","stock_code":"301157"},{"stock":"海天瑞声","reason":"数据","其他标签":"抖音豆包","stock_code":"688787"},{"stock":"视觉中国","reason":"数据","其他标签":"抖音豆包","stock_code":"000681"},{"stock":"掌阅科技","reason":"数据","其他标签":"抖音豆包","stock_code":"603533"},{"stock":"奥飞娱乐","reason":"产品","其他标签":"抖音豆包, AI玩具","stock_code":"002292"},{"stock":"星辉娱乐","reason":"产品","其他标签":"抖音豆包, AI玩具","stock_code":"300043"},{"stock":"实丰文化","reason":"产品","其他标签":"抖音豆包, AI玩具","stock_code":"002862"},{"stock":"高乐股份","reason":"产品","其他标签":"抖音豆包, AI玩具","stock_code":"002348"},{"stock":"乐鑫科技","reason":"芯片","其他标签":"抖音豆包, AI玩具","stock_code":"688018"},{"stock":"移远通信","reason":"芯片","其他标签":"抖音豆包, AI玩具","stock_code":"603236"},{"stock":"中科蓝讯","reason":"蓝牙音频芯片","其他标签":"抖音豆包, AI耳机","stock_code":"688332"},{"stock":"恒玄科技","reason":"蓝牙音频芯片","其他标签":"抖音豆包, AI耳机","stock_code":"688608"},{"stock":"炬芯科技","reason":"蓝牙音频芯片","其他标签":"抖音豆包, AI耳机","stock_code":"688049"},{"stock":"博通集成","reason":"蓝牙音频芯片","其他标签":"抖音豆包, AI耳机","stock_code":"603068"},{"stock":"晶晨股份","reason":"蓝牙音频芯片","其他标签":"抖音豆包, AI耳机","stock_code":"688099"},{"stock":"立讯精密","reason":"耳机代工","其他标签":"抖音豆包, AI耳机","stock_code":"002475"},{"stock":"歌尔股份","reason":"耳机代工","其他标签":"抖音豆包, AI耳机","stock_code":"002241"},{"stock":"佳禾智能","reason":"耳机代工","其他标签":"抖音豆包, AI耳机","stock_code":"300793"},{"stock":"朝阳科技","reason":"耳机代工","其他标签":"抖音豆包, AI耳机","stock_code":"002981"},{"stock":"华勤技术","reason":"耳机代工","其他标签":"抖音豆包, AI耳机","stock_code":"603296"},{"stock":"天键股份","reason":"耳机代工","其他标签":"抖音豆包, AI耳机","stock_code":"301383"},{"stock":"瀛通通讯","reason":"耳机代工","其他标签":"抖音豆包, AI耳机","stock_code":"002861"},{"stock":"奋达科技","reason":"音箱代工","其他标签":"抖音豆包, AI耳机","stock_code":"002681"},{"stock":"国光电器","reason":"音箱代工","其他标签":"抖音豆包, AI耳机","stock_code":"002045"},{"stock":"智度股份","reason":"音箱代工","其他标签":"抖音豆包, AI耳机","stock_code":"000676"},{"stock":"安克创新","reason":"品牌耳机","其他标签":"抖音豆包, AI耳机","stock_code":"300866"},{"stock":"漫步者","reason":"品牌耳机","其他标签":"抖音豆包, AI耳机","stock_code":"002351"},{"stock":"蓝色光标","reason":"海外代理","其他标签":"抖音豆包, 抖音","stock_code":"300058"},{"stock":"省广集团","reason":"海外代理","其他标签":"抖音豆包, 抖音","stock_code":"002400"},{"stock":"易点天下","reason":"海外代理","其他标签":"抖音豆包, 抖音","stock_code":"301171"},{"stock":"天龙集团","reason":"巨量引擎","其他标签":"抖音豆包, 抖音","stock_code":"300063"},{"stock":"引力传媒","reason":"巨量引擎","其他标签":"抖音豆包, 抖音","stock_code":"603598"},{"stock":"佳云科技","reason":"巨量引擎","其他标签":"抖音豆包, 抖音","stock_code":"300242"},{"stock":"环球印务","reason":"巨量引擎","其他标签":"抖音豆包, 抖音","stock_code":"002799"},{"stock":"天娱数科","reason":"巨量引擎","其他标签":"抖音豆包, 抖音","stock_code":"002354"},{"stock":"宣亚国际","reason":"巨量引擎","其他标签":"抖音豆包, 抖音","stock_code":"300612"},{"stock":"广博股份","reason":"巨量引擎","其他标签":"抖音豆包, 抖音","stock_code":"002103"},{"stock":"三维通信","reason":"巨量引擎","其他标签":"抖音豆包, 抖音","stock_code":"002115"}],
|
||
"C80A6E9A-422A-4823-B932-A17F88D99FE3.jpg": [{"stock":"引力传媒","stock_code":"603598","reason":"公司是字节跳动的核心代理商，获得 TikTok TSP 和 TAP 双牌照认证。","其他标签":"豆包营销广告"},{"stock":"中广天择","stock_code":"603721","reason":"公司作为抖音优质供应商、阿里巴巴集团年度代运营供应商等，拥有丰富的短视频制作、账号孵化、直播间运营、IP宣发、线下活动运营等经验。","其他标签":"豆包营销广告"},{"stock":"焦点科技","stock_code":"002315","reason":"与字节跳动合作开启海外短视频营销（Tik Tok）的内容培训和普及。","其他标签":"豆包营销广告"},{"stock":"因赛集团","stock_code":"300781","reason":"公司与豆包、文心一言、Kimi等知名大模型在API接口调用方面有深度合作。公司已于巨量引擎签署了代理头条、抖音数据推广商务合作协议。","其他标签":"豆包营销广告"},{"stock":"省广集团","stock_code":"002400","reason":"公司是一家广告营销企业，与字节跳动有业务合作，可能会受益于豆包相关产品的推广带来的广告业务增长。","其他标签":"豆包营销广告"},{"stock":"天龙集团","stock_code":"300063","reason":"其在抖音等平台的广告代理业务发展较好，豆包相关业务的拓展有望为其带来更多的广告投放需求和收入。","其他标签":"豆包营销广告"},{"stock":"移远通信","stock_code":"603236","reason":"芯片模组供应豆包 AI 玩具。","其他标签":"豆包AI玩具"},{"stock":"乐鑫科技","stock_code":"688018","reason":"芯片模组供应豆包 AI 玩具。","其他标签":"豆包AI玩具"},{"stock":"实丰文化","stock_code":"002862","reason":"与爱奇艺旗下公司灵优智学达成战略合作双方将在AI智能玩具领域展开全面合作，推出原创IP飞飞兔第三代GPT网络版智能玩具，合作IP包括宝可梦、奶龙、蛋仔派对、贪吃蛇大作战等。","其他标签":"豆包AI玩具"},{"stock":"海天瑞声","stock_code":"688787","reason":"为多模态等多类模型训练提供专业的数据集，是为豆包提供数据训练的公司。","其他标签":"豆包数据"},{"stock":"视觉中国","stock_code":"000681","reason":"公司和字节跳动深度合作，已正式成为字节生态合作伙伴，抖音的剪辑软件已嵌入视觉中国的素材专区。","其他标签":"豆包数据"},{"stock":"掌阅科技","stock_code":"603533","reason":"拥有丰富的数字阅读内容资源，可与豆包等 AI 产品在内容创作、分发等方面进行合作，例如为 AI 创作提供素材，将 AI 生成内容进行版权运营。","其他标签":"豆包数据"},{"stock":"中文在线","stock_code":"300364","reason":"拥有海量的文字IP及成熟的IP衍生开发商业化链条，可与豆包等AI大模型结合，探索新的内容创作和商业变现模式。","其他标签":"豆包数据"},{"stock":"润泽科技","stock_code":"300442","reason":"被认为是字节跳动豆包大模型受益标的，其通信技术和服务可支持豆包相关产品的应用和推广。","其他标签":"豆包算力"},{"stock":"亚康股份","stock_code":"301085","reason":"主要从事数据中心运维服务及相关产品销售，能够保障豆包等AI系统的稳定运行和数据处理效率。","其他标签":"豆包算力"},{"stock":"中科蓝讯","stock_code":"688332","reason":"中科蓝讯与火山引擎展开了深度合作，中科蓝讯的讯龙三代BT895x平台已经完成了与火山方舟MaaS平台的对接，已可向用户提供适配豆包大模型的软、硬件解决方案，用于豆包大模型AI的耳机产品。","其他标签":"豆包耳机"}]
|
||
}
|
||
};
|
||
|
||
const consolidated = {};
|
||
|
||
// Consolidate data
|
||
for (const concept in rawData) {
|
||
for (const image in rawData[concept]) {
|
||
rawData[concept][image].forEach(item => {
|
||
if (!item.stock_code) return;
|
||
|
||
if (!consolidated[item.stock_code]) {
|
||
consolidated[item.stock_code] = {
|
||
stock: item.stock,
|
||
stock_code: item.stock_code,
|
||
reasons: new Set(),
|
||
category: ''
|
||
};
|
||
}
|
||
if (item.reason) {
|
||
// Clean up and normalize reason strings
|
||
let reason = item.reason.replace(/。|，/g, ' ').replace(/\s+/g, ' ').trim();
|
||
consolidated[item.stock_code].reasons.add(reason);
|
||
}
|
||
});
|
||
}
|
||
}
|
||
|
||
// Categorize
|
||
Object.values(consolidated).forEach(stock => {
|
||
const allReasons = Array.from(stock.reasons).join(' ').toLowerCase();
|
||
if (allReasons.includes('算力') || allReasons.includes('idc') || allReasons.includes('gpu') || allReasons.includes('服务器') || allReasons.includes('数据中心')) {
|
||
stock.category = 'AI算力与基础设施';
|
||
} else if (allReasons.includes('芯片') || allReasons.includes('ic') || allReasons.includes('耳机') || allReasons.includes('玩具') || allReasons.includes('硬件')) {
|
||
stock.category = '终端硬件与芯片';
|
||
} else if (allReasons.includes('数据') || allReasons.includes('内容') || allReasons.includes('ip') || allReasons.includes('版权')) {
|
||
stock.category = '数据与内容生态';
|
||
} else if (allReasons.includes('营销') || allReasons.includes('代理') || allReasons.includes('引擎')) {
|
||
stock.category = '广告营销与服务';
|
||
} else {
|
||
stock.category = '生态合作伙伴';
|
||
}
|
||
stock.reasons = Array.from(stock.reasons);
|
||
});
|
||
|
||
// Sort by category then by stock code
|
||
this.stocks = Object.values(consolidated).sort((a, b) => {
|
||
if (a.category < b.category) return -1;
|
||
if (a.category > b.category) return 1;
|
||
return a.stock_code.localeCompare(b.stock_code);
|
||
});
|
||
}
|
||
}));
|
||
});
|
||
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
var chartDom = document.getElementById('rise-chart');
|
||
var myChart = echarts.init(chartDom);
|
||
var option;
|
||
|
||
const riseData = [
|
||
{"stock":"科翔股份","rise_rate":20.0,"trade_date":"2025-12-01"},
|
||
{"stock":"光云科技","rise_rate":9.89,"trade_date":"2025-06-09"},
|
||
{"stock":"豆神教育","rise_rate":7.48,"trade_date":"2025-06-09"},
|
||
{"stock":"每日互动","rise_rate":7.04,"trade_date":"2025-12-01"},
|
||
{"stock":"共达电声","rise_rate":6.89,"trade_date":"2025-12-01"},
|
||
{"stock":"蜂助手","rise_rate":5.95,"trade_date":"2025-12-01"},
|
||
{"stock":"康普顿","rise_rate":5.87,"trade_date":"2025-08-27"},
|
||
{"stock":"恒宝股份","rise_rate":5.63,"trade_date":"2025-06-24"},
|
||
{"stock":"联得装备","rise_rate":5.35,"trade_date":"2025-12-01"}
|
||
];
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: {
|
||
type: 'shadow'
|
||
},
|
||
backgroundColor: 'rgba(10, 8, 30, 0.8)',
|
||
borderColor: 'rgba(192, 132, 252, 0.5)',
|
||
textStyle: {
|
||
color: '#E0E0E0'
|
||
},
|
||
formatter: function (params) {
|
||
const item = params[0];
|
||
return `${item.name}<br/>涨幅: <strong>${item.value}%</strong><br/>日期: ${riseData.find(d => d.stock === item.name).trade_date}`;
|
||
}
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: {
|
||
type: 'value',
|
||
boundaryGap: [0, 0.01],
|
||
axisLabel: { color: '#888' },
|
||
splitLine: { show: true, lineStyle: { color: 'rgba(255, 255, 255, 0.1)' } }
|
||
},
|
||
yAxis: {
|
||
type: 'category',
|
||
data: riseData.map(item => item.stock).reverse(),
|
||
axisLabel: { color: '#E0E0E0' },
|
||
axisLine: { show: false },
|
||
axisTick: { show: false }
|
||
},
|
||
series: [
|
||
{
|
||
name: '涨幅',
|
||
type: 'bar',
|
||
data: riseData.map(item => item.rise_rate).reverse(),
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(1, 0, 0, 0, [
|
||
{ offset: 0, color: '#833ab4' },
|
||
{ offset: 0.5, color: '#fd1d1d' },
|
||
{ offset: 1, color: '#fcb045' }
|
||
]),
|
||
borderRadius: [0, 5, 5, 0],
|
||
},
|
||
emphasis: {
|
||
focus: 'series',
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(1, 0, 0, 0, [
|
||
{ offset: 0, color: '#a855f7' },
|
||
{ offset: 0.5, color: '#f472b6' },
|
||
{ offset: 1, color: '#f59e0b' }
|
||
]),
|
||
}
|
||
},
|
||
label: {
|
||
show: true,
|
||
position: 'right',
|
||
formatter: '{c}%',
|
||
color: '#fff'
|
||
}
|
||
}
|
||
]
|
||
};
|
||
|
||
option && myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
});
|
||
</script>
|
||
</body>
|
||
|
||
</html> |