578 lines
41 KiB
HTML
578 lines
41 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="manus_dark">
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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>Manus 概念深度投研</title>
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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.tailwindcss.com"></script>
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<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=Manrope:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Manrope', sans-serif;
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background-color: #010007;
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background-image:
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radial-gradient(at 27% 37%, hsla(215, 98%, 61%, 0.1) 0px, transparent 50%),
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radial-gradient(at 97% 21%, hsla(125, 98%, 72%, 0.1) 0px, transparent 50%),
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radial-gradient(at 79% 53%, hsla(343, 68%, 79%, 0.1) 0px, transparent 50%);
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overflow-y: scroll;
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-ms-overflow-style: none; /* IE and Edge */
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scrollbar-width: none; /* Firefox */
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}
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body::-webkit-scrollbar {
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display: none; /* Chrome, Safari, and Opera */
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}
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.glass-card {
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background: rgba(10, 10, 25, 0.4);
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backdrop-filter: blur(16px) saturate(180%);
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-webkit-backdrop-filter: blur(16px) saturate(180%);
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border: 1px solid rgba(255, 255, 255, 0.1);
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transition: all 0.3s ease;
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.glass-card:hover {
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transform: translateY(-5px);
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box-shadow: 0 0 40px rgba(128, 90, 213, 0.3);
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border-color: rgba(128, 90, 213, 0.5);
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}
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.bento-grid {
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display: grid;
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gap: 1.5rem;
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grid-template-columns: repeat(12, 1fr);
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grid-auto-rows: minmax(100px, auto);
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.prose h2, .prose h3 {
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color: #e0e0e0;
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border-bottom: 1px solid rgba(128, 90, 213, 0.3);
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padding-bottom: 0.5rem;
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margin-bottom: 1rem;
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}
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.prose ul > li::before {
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background-color: #a855f7;
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.prose strong {
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color: #c4b5fd;
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.prose a {
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color: #818cf8;
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.prose code {
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color: #f87171;
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padding: 2px 4px;
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border-radius: 4px;
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</style>
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<script>
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tailwind.config = {
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theme: {
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extend: {
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animation: {
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'fade-in': 'fadeIn 1s ease-in-out',
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keyframes: {
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},
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}
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</script>
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</head>
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<body class="text-gray-300 min-h-screen p-4 sm:p-6 lg:p-8">
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<!-- Background Glow Effect -->
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<div class="absolute top-0 left-0 w-full h-full overflow-hidden -z-10">
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<div class="absolute -top-1/4 -left-1/4 w-1/2 h-1/2 bg-purple-500/10 rounded-full blur-3xl filter animate-pulse"></div>
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<div class="absolute -bottom-1/4 -right-1/4 w-1/2 h-1/2 bg-cyan-500/10 rounded-full blur-3xl filter animate-pulse animation-delay-4000"></div>
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</div>
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<div class="max-w-7xl mx-auto">
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<!-- Header -->
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<header class="text-center mb-12 animate-fade-in">
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<h1 class="text-4xl md:text-6xl font-bold text-transparent bg-clip-text bg-gradient-to-r from-purple-400 via-pink-400 to-indigo-400 mb-2">
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Manus 概念深度投研
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</h1>
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<p class="text-gray-400">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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</header>
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<!-- Bento Grid Layout -->
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<main class="bento-grid">
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<!-- Core Viewpoint Summary -->
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<section class="bento-item-1 glass-card p-6 rounded-3xl animate-fade-in" style="animation-delay: 100ms;">
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<article class="prose max-w-none prose-invert">
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<h2>核心观点摘要</h2>
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<p>Manus是AI Agent赛道的<strong>里程碑式产品</strong>，其核心价值在于成功验证了“通用型任务式AI”的技术路径和巨大市场潜力，开启了AI应用的2.0时代。当前，该概念正处于<strong>“技术验证-商业探索”的初期阶段</strong>，核心驱动力是其创新的<strong>多智能体协同架构</strong>和工程化能力，而非底层模型的突破。未来潜力巨大，但短期内面临着<strong>性能、成本和商业化落地</strong>的严峻挑战，市场情绪与产品实际能力之间存在显著预期差。</p>
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</article>
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</section>
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<!-- Key Events Timeline -->
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<section class="bento-item-2 glass-card p-6 rounded-3xl animate-fade-in" style="animation-delay: 200ms;">
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<h2 class="text-xl font-bold text-gray-200 mb-4 border-b border-purple-500/30 pb-2">核心时间轴</h2>
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<div id="timeline-chart" class="w-full h-[300px]"></div>
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</section>
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<!-- Core Logic & Market Cognition -->
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<section class="bento-item-3 glass-card p-6 rounded-3xl animate-fade-in" style="animation-delay: 300ms;">
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<article class="prose max-w-none prose-invert">
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<h3>核心驱动力：应用架构的范式创新</h3>
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<ul>
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<li><strong>技术路径突破</strong>：采用<code>多智能体协同架构</code>，在独立的云端虚拟机(VM)中，通过“规划-执行-验证”等不同角色的Agent并行工作，实现了对复杂任务的自主拆解和执行。这是“软件工程”层面的胜利。</li>
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<li><strong>交付模式变革</strong>：将AI角色从“知识顾问”(ChatGPT)转变为“行动执行者”，交付的是最终成果（如可部署的应用、交互式数据报告），而非文本建议。</li>
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<li><strong>商业化可能性</strong>：切入真实工作流场景（金融分析、招聘），比泛娱乐或通用聊天应用具有更清晰的付费意愿和更高的客单价潜力。</li>
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</ul>
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</article>
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</section>
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<!-- Market Hype vs Reality -->
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<section class="bento-item-4 glass-card p-6 rounded-3xl animate-fade-in" style="animation-delay: 400ms;">
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<article class="prose max-w-none prose-invert">
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<h3>预期差分析：市场热度 vs 产品现实</h3>
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<div class="overflow-x-auto">
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<table class="table table-zebra">
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<thead>
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<tr class="border-b border-purple-500/30">
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<th>维度</th>
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<th>市场认知 (Hype)</th>
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<th>实际情况 (Reality)</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td><strong>性能</strong></td>
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<td>高效强大 (12分钟完成3天工作)</td>
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<td>存在瓶颈 (平均2小时/任务, 易崩溃)</td>
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</tr>
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<tr>
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<td><strong>技术壁垒</strong></td>
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<td>极高技术护城河</td>
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<td>“多模型缝合体”，工程能力是核心，易被大厂复制</td>
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</tr>
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<tr>
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<td><strong>成本</strong></td>
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<td>$39/月定价清晰可行</td>
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<td>单次成本数据矛盾(2美元 vs 200元)，商业模式存疑</td>
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</tr>
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</tbody>
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</table>
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</div>
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</article>
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</section>
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<!-- Multi-source Data Hub -->
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<section class="bento-item-5 glass-card p-6 rounded-3xl animate-fade-in" style="animation-delay: 500ms;" x-data="{ tab: 'news' }">
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<h2 class="text-xl font-bold text-gray-200 mb-4 border-b border-purple-500/30 pb-2">多源数据情报中心</h2>
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<div class="tabs tabs-boxed bg-black/20 mb-4">
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<a class="tab" :class="{ 'tab-active bg-purple-600/50': tab === 'news' }" @click.prevent="tab = 'news'">新闻数据</a>
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<a class="tab" :class="{ 'tab-active bg-purple-600/50': tab === 'roadshow' }" @click.prevent="tab = 'roadshow'">路演纪要</a>
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<a class="tab" :class="{ 'tab-active bg-purple-600/50': tab === 'research' }" @click.prevent="tab = 'research'">研报精粹</a>
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</div>
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<div class="space-y-2 max-h-[400px] overflow-y-auto pr-2">
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<!-- News Data -->
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<div x-show="tab === 'news'">
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<div class="collapse collapse-arrow bg-black/20">
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<input type="radio" name="data-accordion" checked="checked" />
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<div class="collapse-title text-md font-medium text-indigo-300">产品发布与定位</div>
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<div class="collapse-content prose prose-sm max-w-none prose-invert">
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<ul>
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<li><strong>名称</strong>: Manus / Manus AI</li>
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<li><strong>发布时间</strong>: 2025年3月5-6日</li>
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<li><strong>定位</strong>: 全球首个通用AI Agent产品，核心是自主执行复杂任务并直接交付成果。</li>
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<li><strong>区别</strong>: 与ChatGPT等提供答案的AI不同，Manus直接完成任务（如深度研究、数据分析、合同审查）。</li>
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<li><strong>意义</strong>: 被誉为“Agent应用的ChatGPT时刻”，开启AI应用2.0“任务式AI”时代。</li>
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</ul>
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</div>
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</div>
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<div class="collapse collapse-arrow bg-black/20">
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<input type="radio" name="data-accordion" />
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<div class="collapse-title text-md font-medium text-indigo-300">技术特点与架构</div>
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<div class="collapse-content prose prose-sm max-w-none prose-invert">
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<ul>
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<li><strong>核心架构</strong>: 采用 Multiple Agent 架构，多代理在独立虚拟机中并行协同工作。</li>
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<li><strong>模型驱动</strong>: 由多模型协同驱动，后续将开源部分模型。</li>
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<li><strong>核心能力</strong>: 强大的工具调用、信息整合、任务拆解和可视化输出能力。</li>
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<li><strong>性能</strong>: 在GAIA基准测试中创下新纪录，性能远超OpenAI同类产品。</li>
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<li><strong>算力影响</strong>: 对算力需求迎来两个数量级的提升（10-100倍于传统Chatbot）。</li>
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</ul>
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</div>
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</div>
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<div class="collapse collapse-arrow bg-black/20">
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<input type="radio" name="data-accordion" />
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<div class="collapse-title text-md font-medium text-indigo-300">市场反响与合作</div>
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<div class="collapse-content prose prose-sm max-w-none prose-invert">
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<ul>
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<li><strong>用户数据</strong>: 发布7天等候名单增至200万人，后超250万。</li>
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<li><strong>融资动态</strong>: 母公司蝴蝶效应寻求5亿美元估值融资，后获Benchmark领投7500万美元。</li>
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<li><strong>定价</strong>: Starter版$39/月，Pro版$199/月。</li>
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<li><strong>合作</strong>: 与阿里通义千问达成战略合作，基于国产模型和算力平台实现功能。</li>
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</ul>
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</div>
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</div>
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</div>
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<!-- Roadshow Data -->
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<div x-show="tab === 'roadshow'">
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<div class="collapse collapse-arrow bg-black/20">
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<input type="radio" name="data-accordion" />
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<div class="collapse-title text-md font-medium text-indigo-300">核心理念与技术架构</div>
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<div class="collapse-content prose prose-sm max-w-none prose-invert">
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<ul>
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<li><strong>核心理念</strong>: “少结构，多智能”（Less Structure, More Intelligence），强调让大模型自主学习和探索。</li>
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<li><strong>技术架构</strong>: 多智能体协同架构 (Multi-Agent)，各代理在云端虚拟机(VM)或容器中独立运行。</li>
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<li><strong>底层模型</strong>: “多模型多Agent缝合体”，调用并整合Cloud 3.7、DeepSeek-R1、通义千问等第三方模型。</li>
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<li><strong>核心协议</strong>: 采用Anthropic的MCP协议 (Model Context Protocol) 作为AI与外部工具的通用“翻译器”。</li>
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</ul>
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</div>
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</div>
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<div class="collapse collapse-arrow bg-black/20">
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<input type="radio" name="data-accordion" />
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<div class="collapse-title text-md font-medium text-indigo-300">性能表现与局限</div>
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<div class="collapse-content prose prose-sm max-w-none prose-invert">
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<ul>
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<li><strong>测评成绩</strong>: GAIA基准测试超越OpenAI，达到SOTA水平。</li>
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<li><strong>响应时间问题</strong>: <strong>严重瓶颈</strong>，简单任务平均耗时2小时，复杂任务1-1.5小时，易崩溃或“无限循环”。</li>
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<li><strong>成本矛盾</strong>: 单次任务成本说法不一，存在2美元和200元人民币两种说法。</li>
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<li><strong>局限性</strong>: 无法访问需账号密码的网站或未开放API的私有应用（如微信）。</li>
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</ul>
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</div>
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</div>
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<div class="collapse collapse-arrow bg-black/20">
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<input type="radio" name="data-accordion" />
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<div class="collapse-title text-md font-medium text-indigo-300">商业模式与风险</div>
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<div class="collapse-content prose prose-sm max-w-none prose-invert">
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<ul>
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<li><strong>商业模式</strong>: To C（终端应用）+ To B（开放API接口）。</li>
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<li><strong>竞争威胁</strong>: 技术壁垒非硬性，面临大厂快速复制跟进的风险。</li>
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<li><strong>“套壳”争议</strong>: 市场部分观点认为其缺乏自有模型，本质是“套壳”产品。</li>
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<li><strong>行业影响</strong>: 推动行业进入“AI连接一切”新阶段，极大推动云计算、AI芯片等基础设施需求。</li>
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</ul>
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</div>
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</div>
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</div>
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<!-- Research Reports Data -->
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<div x-show="tab === 'research'">
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<div class="collapse collapse-arrow bg-black/20">
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<input type="radio" name="data-accordion" />
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<div class="collapse-title text-md font-medium text-indigo-300">产品定位与核心理念</div>
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<div class="collapse-content prose prose-sm max-w-none prose-invert">
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<ul>
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<li><strong>定位</strong>: 被称为AI Agent的"iphone"时刻，实现"全场景自主决策"的通用型AI代理。</li>
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<li><strong>核心理念</strong>: 践行"less structure more intelligence"哲学，认为当数据、模型、架构、工程足够好时，能力会自然涌现。</li>
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<li><strong>角色转变</strong>: AI Agent从"工具"变成了"执行者"。</li>
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</ul>
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</div>
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</div>
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<div class="collapse collapse-arrow bg-black/20">
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<input type="radio" name="data-accordion" />
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<div class="collapse-title text-md font-medium text-indigo-300">实测案例：“乌龟版超级马里奥”</div>
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<div class="collapse-content prose prose-sm max-w-none prose-invert">
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<ul>
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<li><strong>任务输入</strong>: 用户输入自然语言指令，要求复现超级马里奥游戏，但将主角换成乌龟，怪物换成马里奥。</li>
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<li><strong>执行过程</strong>: Manus自主规划步骤(To-do list)，浏览网页搜集素材，编写代码，并支持多轮交互调优（如增加全屏模式）。</li>
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<li><strong>结果交付</strong>: 最终交付了可玩的网页游戏，实现了所有要求。</li>
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<li><strong>耗时</strong>: 约1.5小时。</li>
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<li><strong>结论</strong>: 初步实现了独立规划、执行复杂任务并直接交付成果的效果。</li>
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</ul>
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</div>
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</div>
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<div class="collapse collapse-arrow bg-black/20">
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<input type="radio" name="data-accordion" />
|
||
<div class="collapse-title text-md font-medium text-indigo-300">市场影响与行业变革</div>
|
||
<div class="collapse-content prose prose-sm max-w-none prose-invert">
|
||
<ul>
|
||
<li><strong>产业变革</strong>: 标志AI从"对话交互"向"任务执行"跃迁，有望重塑AI应用生态。</li>
|
||
<li><strong>金融影响</strong>: 在股票分析、智能投顾领域的进展，有望重塑证券行业的定价逻辑和服务模式。</li>
|
||
<li><strong>市场潜力</strong>: 通用定位或与垂类Agent形成互补，成为AI应用新入口。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Catalysts & Future Path -->
|
||
<section class="bento-item-6 glass-card p-6 rounded-3xl animate-fade-in" style="animation-delay: 600ms;">
|
||
<article class="prose max-w-none prose-invert">
|
||
<h3>关键催化剂与未来发展路径</h3>
|
||
<h4>近期催化剂 (3-6个月)</h4>
|
||
<ul>
|
||
<li><strong>产品功能重大迭代</strong>：如已发布的 Wide Research 功能，未来若能显著缩短任务执行时间或降低失败率将是重大利好。</li>
|
||
<li><strong>与阿里合作深化</strong>：基于通义千问的国产化版本若成功推出，将打消市场顾虑，并为国内B端市场推广铺平道路。</li>
|
||
<li><strong>API接口开放</strong>：一旦开放API，允许企业集成到自身业务流程，将打开巨大市场空间。</li>
|
||
</ul>
|
||
<h4>长期发展路径 (1-5年)</h4>
|
||
<ol>
|
||
<li><strong>当前</strong>: 技术验证与社区建设 (惊艳的玩具)。</li>
|
||
<li><strong>1-2年内</strong>: 商业化探索，重点拓展B端市场 (可靠的工具)。</li>
|
||
<li><strong>3-5年</strong>: 平台生态构建，效仿App Store模式，成为AI应用新入口 (智能的平台)。</li>
|
||
</ol>
|
||
</article>
|
||
</section>
|
||
|
||
<!-- Potential Risks & Challenges -->
|
||
<section class="bento-item-7 glass-card p-6 rounded-3xl animate-fade-in" style="animation-delay: 700ms;">
|
||
<article class="prose max-w-none prose-invert">
|
||
<h3>潜在风险与挑战</h3>
|
||
<h4>技术风险</h4>
|
||
<ul>
|
||
<li><strong>性能瓶颈</strong>：长耗时、高失败率是当前最核心的技术瓶颈。</li>
|
||
<li><strong>幻觉与安全性</strong>：“幻觉”问题可能导致执行错误任务；虚拟机操作存在安全风险。</li>
|
||
<li><strong>私域数据访问限制</strong>：无法访问需登录的网站或私有应用（如微信），限制了应用广度。</li>
|
||
</ul>
|
||
<h4>商业化风险</h4>
|
||
<ul>
|
||
<li><strong>成本高昂</strong>：10-100倍于传统AI的算力消耗，盈利模式面临巨大挑战。</li>
|
||
<li><strong>竞争加剧</strong>：技术壁垒并非牢不可破，面临国内外科技巨头的降维打击风险。</li>
|
||
</ul>
|
||
</article>
|
||
</section>
|
||
|
||
</main>
|
||
|
||
<!-- Industry Chain and Stock Analysis -->
|
||
<section class="mt-8 glass-card p-6 rounded-3xl animate-fade-in" style="animation-delay: 800ms;">
|
||
<article class="prose max-w-none prose-invert">
|
||
<h2>产业链深度剖析与投资启示</h2>
|
||
<p>Manus概念目前明确处于<strong>主题炒作与早期基本面验证交织的阶段</strong>。它成功引爆了一个全新赛道，但产品本身远未成熟。市场的乐观情绪已大幅透支其短期内的实际能力。未来1-2年，概念的走势将取决于其能否解决核心性能与成本问题，从一个“令人惊艳的Demo”转变为一个“可靠的生产力工具”。</p>
|
||
<h3>最具投资价值的细分环节：上游AI基础设施 (算力层)</h3>
|
||
<p>这是当前阶段最具确定性和投资价值的环节。理由如下：</p>
|
||
<ol>
|
||
<li><strong>确定性需求</strong>：无论哪个AI Agent产品最终胜出，它们对算力的海量需求是刚性的、无可争议的。</li>
|
||
<li><strong>风险分散</strong>：投资服务器、数据中心、AI芯片等硬件提供商，相当于在淘金热中投资“卖铲子”，避免了押注单一淘金者的风险。</li>
|
||
<li><strong>业绩兑现</strong>：算力需求的增长能更直接、更快速地体现在上游厂商的订单和财报中。</li>
|
||
</ol>
|
||
</article>
|
||
</section>
|
||
|
||
<!-- Stock Table -->
|
||
<section class="mt-8 glass-card p-6 rounded-3xl animate-fade-in" style="animation-delay: 900ms;">
|
||
<h2 class="text-2xl font-bold text-gray-200 mb-4 border-b border-purple-500/30 pb-2">相关概念股梳理</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead class="text-gray-300">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>关联原因</th>
|
||
<th>关联标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data will be dynamically inserted here -->
|
||
<script>
|
||
const stockData = {
|
||
"Manus(250306)": { "E4E83A98-002D-4952-B597-43C590EFDC32.jpg": [ { "stock": "佳都科技", "reason": "明略软件持有千视通视觉11.11%股权，公司为苏州千视通的大股东(持股 22.93%)", "其他标签": "明略软件", "stock_code": "600728" }, { "stock": "川大智胜", "reason": "持有苏州千视通10.34%股权", "其他标签": "明略软件" }, { "stock": "任子行", "reason": "公司曾参与明略软件B轮融资，持有明略软件1.54%的股权，但已转让给上海华晟", "其他标签": "明略软件" }, { "stock": "东方明珠", "reason": "东方明珠传媒产业基金曾参与明略软件E+轮融资", "其他标签": "明略软件", "stock_code": "600637" }, { "stock": "中航产融", "reason": "公司旗下中航信托参与明略科技D轮融资", "其他标签": "明略软件" }, { "stock": "盛通股份", "reason": "公司2018年曾与真格基金共同发起了真格教育产业基金，参股投资迈格森英语等项目", "其他标签": "真格基金", "stock_code": "002599" }, { "stock": "蓝色光标", "reason": "真格基金为Manus种子轮融资方，蓝色光标参与投资了天津真格天弘资产管理合伙企业", "其他标签": "真格基金", "stock_code": "300058" }, { "stock": "弘信电子", "reason": "AI芯片", "其他标签": "腾讯持股", "stock_code": "300657" }, { "stock": "数据港", "reason": "数据中心", "其他标签": "腾讯持股", "stock_code": "603881" }, { "stock": "锐捷网络", "reason": "数据中心", "其他标签": "腾讯持股", "stock_code": "301165" }, { "stock": "英维克", "reason": "数据中心", "其他标签": "腾讯持股", "stock_code": "002837" }, { "stock": "科华数据", "reason": "数据中心", "其他标签": "腾讯持股", "stock_code": "002335" }, { "stock": "航锦科技", "reason": "数据中心", "其他标签": "腾讯持股", "stock_code": "000818" }, { "stock": "广电电气", "reason": "数据中心", "其他标签": "腾讯持股", "stock_code": "601616" }, { "stock": "华勤技术", "reason": "服务器", "其他标签": "腾讯持股", "stock_code": "603296" }, { "stock": "浪潮信息", "reason": "服务器", "其他标签": "腾讯持股", "stock_code": "000977" }, { "stock": "中科曙光", "reason": "服务器", "其他标签": "腾讯持股", "stock_code": "603019" }, { "stock": "东华软件", "reason": "腾讯云", "其他标签": "腾讯持股", "stock_code": "002065" }, { "stock": "久远银海", "reason": "腾讯云", "其他标签": "腾讯持股", "stock_code": "002777" }, { "stock": "神州数码", "reason": "腾讯云", "其他标签": "腾讯持股", "stock_code": "000034" }, { "stock": "上海电气", "reason": "腾讯云", "其他标签": "腾讯持股", "stock_code": "601727" }, { "stock": "荣旗科技", "reason": "腾讯云", "其他标签": "腾讯持股", "stock_code": "301360" }, { "stock": "宝信软件", "reason": "腾讯云", "其他标签": "腾讯持股", "stock_code": "600845" }, { "stock": "东湖高新", "reason": "武汉夜莺办公区位于东湖高新区", "其他标签": "办公场地", "stock_code": "600133" }, { "stock": "湖北广电", "reason": "武汉算力", "其他标签": "供货预期", "stock_code": "000665" }, { "stock": "烽火通信", "reason": "武汉算力", "其他标签": "供货预期", "stock_code": "600498" }, { "stock": "中贝通信", "reason": "武汉算力", "其他标签": "供货预期", "stock_code": "603220" } ] }
|
||
};
|
||
const stocks = stockData["Manus(250306)"]["E4E83A98-002D-4952-B597-43C590EFDC32.jpg"];
|
||
let tableBody = '';
|
||
stocks.forEach(s => {
|
||
const link = s.stock_code ? `<a href="https://valuefrontier.cn/company?scode=${s.stock_code}" target="_blank" class="text-indigo-400 hover:text-indigo-300 transition">${s.stock_code}</a>` : 'N/A';
|
||
tableBody += `
|
||
<tr class="hover:bg-purple-900/20">
|
||
<td class="font-semibold text-gray-200">${s.stock}</td>
|
||
<td>${link}</td>
|
||
<td>${s.reason}</td>
|
||
<td><span class="badge badge-outline border-purple-400 text-purple-300">${s['其他标签']}</span></td>
|
||
</tr>`;
|
||
});
|
||
document.querySelector('table tbody').innerHTML = tableBody;
|
||
</script>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Rise analysis -->
|
||
<section class="mt-8 glass-card p-6 rounded-3xl animate-fade-in" style="animation-delay: 1000ms;">
|
||
<h2 class="text-2xl font-bold text-gray-200 mb-4 border-b border-purple-500/30 pb-2">相关个股异动深度分析</h2>
|
||
<div class="space-y-4">
|
||
<script>
|
||
const riseAnalysisData = { "rise_analysis": [ { "stock": "金桥信息", "stock_code": "603918", "rise_rate": 9.99, "trade_date": "2025-06-19", "reason": "核心结论:金桥信息涨停与蚂蚁集团合作开发司法AI智能体及智慧政务领域取得重要进展相关。<br><br>驱动概念:智慧政务+司法AI+蚂蚁合作<br><br>个股异动解析:\n1. 消息面：\n（1）智慧政务：国务院推动\"智慧外管\"建设，提升外汇管理数字化智能化水平。\n- 公司深耕智慧政务领域，最新发布\"亦案通\"和\"亦法通\"两大司法AI产品\n- 与上海法院合作的\"案沪通\"项目即将上线\n\n（2）司法AI：微软在Windows11接入AI智能体功能，推动AI应用普及\n- 联合蚂蚁集团打造类Manus法官办案助手系统\n- \"亦案通\"提供六大智能辅助服务，一定程度提升法官办案效率\n- \"亦法通\"实现法律咨询全流程智能化处理\n\n（3）蚂蚁合作：蚂蚁数科启动申请香港稳定币牌照\n- 与蚂蚁创新法务合规业务深度合作开发司法AI产品\n- 合作产品将面向律师、企业法务等更广泛客户群体" }, { "stock": "利欧股份", "stock_code": "002131", "rise_rate": 7.66, "trade_date": "2025-11-18", "reason": "核心结论：利欧股份当日的大幅上涨，并非由单一因素触发，而是**主力资金强势介入、市场对其与阿里巴巴等巨头合作的深度挖掘、以及相关板块热点共振**三者叠加的结果。本质上，这是一场由“资金面+预期面+情绪面”共同导演的短期博弈行情。<br><br>核心驱动因素分析\n\n#### 1. 资金面：巨额主力资金净流入，形成直接推力\n* **关键信息：** “财联社星矿数据显示，今日主力资金净流入文化传媒、计算机、通信等板块...个股方面，**利欧股份主力资金净买入12.39亿元位居首位**...”\n* **分析解读：**\n * **确立龙头地位：** 获得主力资金净买入第一名，金额高达12.39亿元，是一个极强的市场信号。\n\n#### 2. 预期面：核心题材被深度挖掘，重塑基本面预期\n* **关键信息：** 投资者论坛中详细描述了利欧与阿里巴巴在三个层面的深度合作。\n 1. **AI与大模型：** 旗下Manus平台与阿里“通义千问”战略合作，开发通用智能体产品。\n 2. **数字营销及电商服务：** 子公司是天猫核心服务商、阿里妈妈六星服务商。\n 3. **高端制造：** 液冷系统已批量供货给阿里数据中心。\n* **分析解读：**\n * **估值重塑逻辑：** 将公司定位为**“AI应用+数字营销+数据中心高端制造”**的三重概念股。" }, {"stock": "中文在线","stock_code": "300364","rise_rate": 10.86,"trade_date": "2025-07-09","reason": "核心结论：中文在线上涨是多重因素共同作用的结果：短剧概念板块整体走强、公司海外短剧业务数据亮眼、IP衍生品开启新增长点、主力资金大量流入等。<br><br>公司基本面利好\n\n### 1. 海外短剧业务表现亮眼\n东吴证券发布的研报详细分析了中文在线的核心亮点，特别是其海外短剧平台Reelshort的优异表现：\n- **净流水**：2025年上半年累计2.07亿美元，已接近2024年全年水平(2.09亿美元)\n- **下载量**：2025年上半年累计0.8亿次，超过2024年全年(0.7亿次)\n- **用户规模**：6月DAU达408万人(环比+17%)、MAU达2877万人(环- **竞争壁垒**：依托本土化策略与周均6-7部新剧产能，收入快速增长。\n\n### 2. IP衍生品业务开启新增长点\n- 新电影定档7月18日，续作治愈合家欢题材有望延续口碑\n- 与泡泡玛特旗下品牌共鸣GONG联名，IP周边多次售罄，衍生品销售或成新增量" } ] };
|
||
let analysisHtml = '';
|
||
riseAnalysisData.rise_analysis.slice(0, 3).forEach(item => { // Displaying first 3 for brevity
|
||
analysisHtml += `
|
||
<div class="collapse collapse-plus bg-black/20 glass-card !transform-none !shadow-none !border-gray-700/50">
|
||
<input type="radio" name="rise-accordion" />
|
||
<div class="collapse-title text-lg font-medium">
|
||
<div class="flex justify-between items-center">
|
||
<span>${item.stock} (${item.stock_code})</span>
|
||
<div class="flex items-center space-x-4">
|
||
<span class="text-sm text-gray-400">${item.trade_date}</span>
|
||
<span class="badge ${item.rise_rate > 0 ? 'badge-success' : 'badge-error'} badge-outline text-white">${item.rise_rate > 0 ? '+' : ''}${item.rise_rate}%</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="collapse-content prose prose-sm max-w-none prose-invert !text-gray-300">
|
||
<p>${item.reason.replace(/\n/g, '<br>')}</p>
|
||
</div>
|
||
</div>
|
||
`;
|
||
});
|
||
document.currentScript.parentElement.innerHTML = analysisHtml;
|
||
</script>
|
||
</div>
|
||
</section>
|
||
|
||
|
||
<!-- Footer -->
|
||
<footer class="text-center mt-12 py-4 border-t border-gray-800">
|
||
<p class="text-xs text-gray-500">
|
||
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。所有内容均基于公开数据和信息，不构成任何投资建议。
|
||
<br>
|
||
投资有风险，决策需谨慎。
|
||
</p>
|
||
</footer>
|
||
</div>
|
||
|
||
<script>
|
||
// ECharts Timeline Initialization
|
||
const timelineChart = echarts.init(document.getElementById('timeline-chart'));
|
||
const timelineData = [
|
||
{ date: '2021', event: '母公司“蝴蝶效应”完成腾讯等数亿融资' },
|
||
{ date: '2022', event: '创始人肖弘创立蝴蝶效应(Monica)' },
|
||
{ date: '2025-03-06', event: 'Manus产品正式发布，引爆市场' },
|
||
{ date: '2025-03-11', event: '与阿里通义千问达成战略合作' },
|
||
{ date: '2025-03-12', event: '7天内等候名单突破200万人' },
|
||
{ date: '2025-03-29', event: '公布定价策略，寻求5亿美元估值' },
|
||
{ date: '2025-04-30', event: '获Benchmark领投7500万美元融资' },
|
||
{ date: '2025-05-13', event: '正式开放注册，提供每日免费使用' },
|
||
{ date: '2025-08-01', event: '推出Wide Research新功能' }
|
||
];
|
||
|
||
const option = {
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
formatter: function (params) {
|
||
const data = params[0].data;
|
||
return `<strong>${data.value[0]}</strong><br/>${data.event}`;
|
||
},
|
||
backgroundColor: 'rgba(20, 20, 40, 0.8)',
|
||
borderColor: '#4a00e0',
|
||
textStyle: {
|
||
color: '#e0e0e0'
|
||
}
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: {
|
||
type: 'time',
|
||
axisLine: { lineStyle: { color: 'rgba(255, 255, 255, 0.2)' } },
|
||
splitLine: { show: false }
|
||
},
|
||
yAxis: {
|
||
type: 'value',
|
||
axisLine: { show: false },
|
||
axisTick: { show: false },
|
||
axisLabel: { show: false },
|
||
splitLine: { show: false },
|
||
},
|
||
series: [{
|
||
type: 'line',
|
||
data: timelineData.map((item, index) => ({
|
||
value: [item.date, index % 2 === 0 ? 1 : 2],
|
||
event: item.event,
|
||
symbol: 'circle',
|
||
symbolSize: 10,
|
||
label: {
|
||
show: true,
|
||
position: index % 2 === 0 ? 'top' : 'bottom',
|
||
formatter: '{b}',
|
||
color: '#b0a4e3',
|
||
fontSize: 10,
|
||
formatter: function(params) {
|
||
return params.data.event.substring(0,10) + '...';
|
||
}
|
||
},
|
||
lineStyle: {
|
||
color: 'transparent'
|
||
},
|
||
itemStyle: {
|
||
color: '#8e2de2'
|
||
}
|
||
})),
|
||
step: 'start',
|
||
smooth: false,
|
||
lineStyle: {
|
||
color: '#4a00e0',
|
||
width: 1,
|
||
type: 'dashed'
|
||
},
|
||
areaStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{
|
||
offset: 0,
|
||
color: 'rgba(142, 45, 226, 0.3)'
|
||
}, {
|
||
offset: 1,
|
||
color: 'rgba(74, 0, 224, 0.05)'
|
||
}])
|
||
},
|
||
emphasis: {
|
||
itemStyle: {
|
||
color: '#c4b5fd',
|
||
borderColor: '#fff',
|
||
borderWidth: 2
|
||
}
|
||
}
|
||
}]
|
||
};
|
||
timelineChart.setOption(option);
|
||
window.addEventListener('resize', () => {
|
||
timelineChart.resize();
|
||
});
|
||
|
||
// DaisyUI theme configuration
|
||
document.addEventListener('DOMContentLoaded', (event) => {
|
||
const themeConfig = {
|
||
"manus_dark": {
|
||
"primary": "#a855f7",
|
||
"secondary": "#7c3aed",
|
||
"accent": "#f471b5",
|
||
"neutral": "#1f2937",
|
||
"base-100": "#010007",
|
||
"info": "#3abff8",
|
||
"success": "#36d399",
|
||
"warning": "#fbbd23",
|
||
"error": "#f87272",
|
||
"--rounded-box": "1.5rem",
|
||
"--rounded-btn": "0.75rem",
|
||
},
|
||
};
|
||
// This is just a representation. The actual theme is applied via the data-theme attribute
|
||
// and can be configured in tailwind.config.js if not using CDN.
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |