850 lines
37 KiB
HTML
850 lines
37 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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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, shrink-to-fit=no">
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<title>KIMI概念分析报告</title>
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<!-- Tailwind CSS & DaisyUI -->
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet" type="text/css" />
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<!-- Font Awesome -->
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<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
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<!-- Google Fonts -->
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet">
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<!-- Vanta.js -->
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<script src="https://cdnjs.cloudflare.com/ajax/libs/three.js/r134/three.min.js"></script>
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<script src="https://cdnjs.cloudflare.com/ajax/libs/vanta/0.5.24/vanta.waves.min.js"></script>
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<!-- Custom Styles -->
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<style>
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body {
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
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min-height: 100vh;
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position: relative;
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overflow-x: hidden;
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}
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#vanta-bg {
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position: fixed;
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top: 0;
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left: 0;
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width: 100%;
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height: 100%;
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z-index: -1;
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}
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.glass-card {
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background: rgba(255, 255, 255, 0.05);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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box-shadow: 0 8px 32px 0 rgba(31, 38, 135, 0.37);
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.timeline-dot::before {
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background: #3b82f6;
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left: -8px;
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top: 6px;
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box-shadow: 0 0 0 4px rgba(59, 130, 246, 0.2);
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.timeline-line {
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.timeline-item:last-child .timeline-line {
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.gradient-text {
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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.hover-lift {
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transition: all 0.3s ease;
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}
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.hover-lift:hover {
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transform: translateY(-5px);
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box-shadow: 0 12px 40px 0 rgba(31, 38, 135, 0.5);
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}
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.badge-custom {
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display: inline-flex;
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align-items: center;
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padding: 0.25rem 0.75rem;
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border-radius: 9999px;
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font-size: 0.75rem;
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font-weight: 500;
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.badge-test {
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background-color: rgba(251, 146, 60, 0.2);
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color: #fb923c;
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border: 1px solid rgba(251, 146, 60, 0.3);
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.badge-service {
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background-color: rgba(168, 85, 247, 0.2);
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border: 1px solid rgba(168, 85, 247, 0.3);
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}
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.badge-compute {
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background-color: rgba(236, 72, 153, 0.2);
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color: #ec4899;
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border: 1px solid rgba(236, 72, 153, 0.3);
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}
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@media (max-width: 768px) {
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.timeline-line {
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left: 15px;
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}
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.timeline-dot::before {
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left: 7px;
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}
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}
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</style>
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</head>
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<body>
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<div id="vanta-bg"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- Header -->
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<header class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold text-white mb-4">
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<span class="gradient-text">KIMI概念分析报告</span>
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</h1>
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<p class="text-gray-300 text-lg max-w-3xl mx-auto">
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从技术验证到商业化爆发，探索KIMI的AI生态与投资机会
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</p>
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</header>
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<!-- Timeline Section -->
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<section class="mb-12">
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<div class="glass-card rounded-2xl p-6 md:p-8">
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<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
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<i class="fas fa-clock-rotate-left mr-3 text-blue-400"></i>
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概念发展时间轴
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</h2>
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<div class="relative pl-8 md:pl-12">
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<div class="timeline-item relative pb-8">
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<div class="timeline-line"></div>
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<div class="timeline-dot">
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<div class="bg-gray-800 rounded-lg p-4 hover-lift">
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<div class="flex flex-col md:flex-row md:items-center md:justify-between mb-2">
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<span class="text-blue-400 font-semibold">2023-10</span>
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<span class="text-gray-300 font-medium">Kimi 1.0发布</span>
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</div>
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<p class="text-gray-400 text-sm">
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全球首个支持20万汉字无损上下文的智能助手，月之暗面（Moonshot AI）推出
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</p>
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</div>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-line"></div>
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<div class="timeline-dot">
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<div class="bg-gray-800 rounded-lg p-4 hover-lift">
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<div class="flex flex-col md:flex-row md:items-center md:justify-between mb-2">
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<span class="text-blue-400 font-semibold">2024-03-18</span>
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<span class="text-gray-300 font-medium">200万字上下文突破</span>
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</div>
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<p class="text-gray-400 text-sm">
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无损上下文扩展至200万汉字（10倍提升），启动内测，响应速度提升3倍
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</p>
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</div>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-line"></div>
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<div class="timeline-dot">
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<div class="bg-gray-800 rounded-lg p-4 hover-lift">
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<div class="flex flex-col md:flex-row md:items-center md:justify-between mb-2">
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<span class="text-blue-400 font-semibold">2024-05-13</span>
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<span class="text-gray-300 font-medium">AI+医疗布局</span>
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</div>
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<p class="text-gray-400 text-sm">
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月之暗面宣布优化Kimi在医学、法律、财经领域的搜索质量，探索Agent应用
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</p>
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</div>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-line"></div>
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<div class="timeline-dot">
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<div class="bg-gray-800 rounded-lg p-4 hover-lift">
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<div class="flex flex-col md:flex-row md:items-center md:justify-between mb-2">
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<span class="text-blue-400 font-semibold">2024-07-11</span>
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<span class="text-gray-300 font-medium">Kimi K2开源</span>
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</div>
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<p class="text-gray-400 text-sm">
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开源1万亿参数MoE模型（激活320亿），代码/Agent能力达开源SOTA，成本仅为Claude4的20%
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</p>
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</div>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-line"></div>
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<div class="timeline-dot">
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<div class="bg-gray-800 rounded-lg p-4 hover-lift">
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<div class="flex flex-col md:flex-row md:items-center md:justify-between mb-2">
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<span class="text-blue-400 font-semibold">2025-01-20</span>
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<span class="text-gray-300 font-medium">k1.5多模态模型</span>
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</div>
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<p class="text-gray-400 text-sm">
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发布k1.5（对标OpenAI o1），数学/代码/多模态推理追平o1，Short-CoT性能提升550%
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</p>
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</div>
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</div>
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</div>
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<div class="timeline-item relative">
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<div class="timeline-dot">
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<div class="bg-gray-800 rounded-lg p-4 hover-lift">
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<div class="flex flex-col md:flex-row md:items-center md:justify-between mb-2">
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<span class="text-blue-400 font-semibold">2025-07-15</span>
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<span class="text-gray-300 font-medium">K2日均Token破86.6亿</span>
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</div>
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<p class="text-gray-400 text-sm">
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5天内需求爆发，金山云/优刻得等云厂商接入，H20芯片解禁催化算力需求
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</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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</section>
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<!-- Core Viewpoints -->
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<section class="mb-12">
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<div class="glass-card rounded-2xl p-6 md:p-8">
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<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
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<i class="fas fa-lightbulb mr-3 text-yellow-400"></i>
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核心观点摘要
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</h2>
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<div class="grid md:grid-cols-2 gap-6">
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<div class="bg-gray-800 rounded-xl p-6 hover-lift">
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<h3 class="text-lg font-semibold text-blue-400 mb-3">阶段判断</h3>
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<p class="text-gray-300">
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KIMI已从<strong class="text-blue-300">技术验证期</strong>进入<strong class="text-blue-300">商业化爆发期</strong>，核心驱动力是<strong class="text-blue-300">长文本能力+低成本开源</strong>带来的<strong class="text-blue-300">B端API渗透</strong>和<strong class="text-blue-300">C端用户裂变</strong>。
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</p>
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</div>
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<div class="bg-gray-800 rounded-xl p-6 hover-lift">
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<h3 class="text-lg font-semibold text-blue-400 mb-3">未来潜力</h3>
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<p class="text-gray-300">
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K2的开源将复制<strong class="text-blue-300">DeepSeek时刻</strong>，推动<strong class="text-blue-300">AI应用平权</strong>，但需警惕<strong class="text-blue-300">算力瓶颈</strong>和<strong class="text-blue-300">多模态竞争</strong>。
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</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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<!-- Core Logic -->
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<section class="mb-12">
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<div class="glass-card rounded-2xl p-6 md:p-8">
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<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
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<i class="fas fa-brain mr-3 text-purple-400"></i>
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核心逻辑与市场认知
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</h2>
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<div class="space-y-6">
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<div>
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<h3 class="text-lg font-semibold text-purple-400 mb-3">核心驱动力</h3>
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<div class="grid md:grid-cols-2 gap-4">
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<div class="bg-gray-800 rounded-lg p-4">
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<h4 class="text-blue-300 font-medium mb-2">技术壁垒</h4>
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<ul class="text-gray-300 text-sm space-y-1">
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<li>• <strong>无损压缩技术</strong>（200万字→20万字推理，成本降90%）</li>
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<li>• <strong>MuonClip优化器</strong>（万亿参数训练稳定）</li>
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<li>• <strong>OnlineRL范式</strong>（奖励模型迭代闭环，能力无上限）</li>
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</ul>
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</div>
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<div class="bg-gray-800 rounded-lg p-4">
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<h4 class="text-blue-300 font-medium mb-2">商业化路径</h4>
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<ul class="text-gray-300 text-sm space-y-1">
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<li>• <strong>C端</strong>：微信小程序50万日活（2024-03），自然增长替代APP下载</li>
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<li>• <strong>B端</strong>：API定价0.06元/千token（仅为GPT-4的1/38）</li>
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<li>• <strong>场景渗透</strong>：法律/金融/医疗领域快速落地</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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<div>
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<h3 class="text-lg font-semibold text-purple-400 mb-3">市场热度与情绪</h3>
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<div class="bg-gray-800 rounded-lg p-4">
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<div class="grid md:grid-cols-2 gap-4">
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<div>
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<h4 class="text-blue-300 font-medium mb-2">热度指标</h4>
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<ul class="text-gray-300 text-sm space-y-1">
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<li>• <strong>微信指数峰值</strong>：2024-03-20</li>
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<li>• <strong>网页端日活</strong>：90万（2024-04）</li>
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</ul>
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</div>
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<div>
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<h4 class="text-blue-300 font-medium mb-2">研报覆盖</h4>
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<ul class="text-gray-300 text-sm space-y-1">
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<li>• <strong>深度报告数量</strong>：15篇（2024-03至2025-07）</li>
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<li>• <strong>情绪转变</strong>：从"技术突破"到"生态竞争"</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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</div>
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<div>
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<h3 class="text-lg font-semibold text-purple-400 mb-3">预期差分析</h3>
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<div class="bg-gradient-to-r from-purple-900/50 to-blue-900/50 rounded-lg p-4 border border-purple-500/30">
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<div class="grid md:grid-cols-2 gap-4">
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<div>
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<h4 class="text-blue-300 font-medium mb-2">市场共识</h4>
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<p class="text-gray-300 text-sm">KIMI = "长文本工具"</p>
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</div>
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<div>
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<h4 class="text-blue-300 font-medium mb-2">忽略点</h4>
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<ul class="text-gray-300 text-sm space-y-1">
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<li>• <strong>Agent能力</strong>：工具调用成功率>90%</li>
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<li>• <strong>算力杠杆</strong>：阿里云4000张GPU代金券支持</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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</div>
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</div>
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</div>
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</section>
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<!-- Catalysts & Future -->
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<section class="mb-12">
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<div class="glass-card rounded-2xl p-6 md:p-8">
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<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
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<i class="fas fa-rocket mr-3 text-green-400"></i>
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催化剂与未来发展路径
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</h2>
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<div class="grid md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-lg font-semibold text-green-400 mb-4">近期催化剂（3-6个月）</h3>
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<div class="space-y-3">
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<div class="bg-gray-800 rounded-lg p-4 hover-lift">
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<div class="flex items-start">
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<div class="bg-green-500/20 rounded-full p-2 mr-3">
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<i class="fas fa-microchip text-green-400 text-sm"></i>
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</div>
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<div>
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<h4 class="text-white font-medium mb-1">H20芯片解禁</h4>
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<p class="text-gray-400 text-sm">2025-07解决推理算力瓶颈，云厂商订单落地</p>
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</div>
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</div>
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</div>
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<div class="bg-gray-800 rounded-lg p-4 hover-lift">
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<div class="flex items-start">
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<div class="bg-green-500/20 rounded-full p-2 mr-3">
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<i class="fas fa-images text-green-400 text-sm"></i>
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</div>
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<div>
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<h4 class="text-white font-medium mb-1">Kimi+多模态发布</h4>
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<p class="text-gray-400 text-sm">预计2025-Q4推出视频理解版本，对标GPT-4V</p>
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</div>
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</div>
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</div>
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<div class="bg-gray-800 rounded-lg p-4 hover-lift">
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<div class="flex items-start">
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<div class="bg-green-500/20 rounded-full p-2 mr-3">
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<i class="fas fa-crown text-green-400 text-sm"></i>
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</div>
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<div>
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<h4 class="text-white font-medium mb-1">商业化落地</h4>
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<p class="text-gray-400 text-sm">2025-H2开启会员订阅（参考Palace模式）</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-lg font-semibold text-green-400 mb-4">长期路径</h3>
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||
<div class="space-y-4">
|
||
<div class="bg-gradient-to-r from-green-900/30 to-blue-900/30 rounded-lg p-4 border border-green-500/30">
|
||
<div class="flex items-center mb-2">
|
||
<span class="text-green-400 font-bold mr-2">2025-2026</span>
|
||
<i class="fas fa-arrow-right text-gray-400 text-xs mr-2"></i>
|
||
<span class="text-white font-medium">通用Agent平台</span>
|
||
</div>
|
||
<p class="text-gray-300 text-sm">从"ChatBot"升级为"通用Agent平台"（企业级Workflow+垂直场景插件）</p>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-r from-green-900/30 to-blue-900/30 rounded-lg p-4 border border-green-500/30">
|
||
<div class="flex items-center mb-2">
|
||
<span class="text-green-400 font-bold mr-2">2027</span>
|
||
<i class="fas fa-arrow-right text-gray-400 text-xs mr-2"></i>
|
||
<span class="text-white font-medium">多模态统一架构</span>
|
||
</div>
|
||
<p class="text-gray-300 text-sm">多模态统一架构（文本+图像+视频），成为国产AGI基座</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Industry Chain -->
|
||
<section class="mb-12">
|
||
<div class="glass-card rounded-2xl p-6 md:p-8">
|
||
<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
|
||
<i class="fas fa-network-wired mr-3 text-cyan-400"></i>
|
||
产业链与核心公司
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold text-cyan-400 mb-4">产业链图谱</h3>
|
||
<div class="bg-gray-800 rounded-lg p-6 overflow-x-auto">
|
||
<div class="flex flex-col md:flex-row items-center justify-center space-y-4 md:space-y-0 md:space-x-8">
|
||
<div class="text-center">
|
||
<div class="bg-blue-600 rounded-full w-20 h-20 flex items-center justify-center mx-auto mb-2">
|
||
<i class="fas fa-server text-white text-2xl"></i>
|
||
</div>
|
||
<p class="text-white font-medium">算力层</p>
|
||
<p class="text-gray-400 text-sm">阿里云/金山云/优刻得<br>寒武纪/海光信息</p>
|
||
</div>
|
||
|
||
<div class="hidden md:block text-gray-400">
|
||
<i class="fas fa-arrow-right text-2xl"></i>
|
||
</div>
|
||
|
||
<div class="text-center">
|
||
<div class="bg-purple-600 rounded-full w-20 h-20 flex items-center justify-center mx-auto mb-2">
|
||
<i class="fas fa-brain text-white text-2xl"></i>
|
||
</div>
|
||
<p class="text-white font-medium">模型层</p>
|
||
<p class="text-gray-400 text-sm">月之暗面</p>
|
||
</div>
|
||
|
||
<div class="hidden md:block text-gray-400">
|
||
<i class="fas fa-arrow-right text-2xl"></i>
|
||
</div>
|
||
|
||
<div class="text-center">
|
||
<div class="bg-green-600 rounded-full w-20 h-20 flex items-center justify-center mx-auto mb-2">
|
||
<i class="fas fa-layer-group text-white text-2xl"></i>
|
||
</div>
|
||
<p class="text-white font-medium">应用层</p>
|
||
<p class="text-gray-400 text-sm">金山办公-文档Agent<br>恒生电子-金融Agent<br>卫宁健康-医疗Agent</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-cyan-400 mb-4">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-gray-300 font-medium">公司</th>
|
||
<th class="text-left py-3 px-4 text-gray-300 font-medium">角色</th>
|
||
<th class="text-left py-3 px-4 text-gray-300 font-medium">逻辑验证</th>
|
||
<th class="text-left py-3 px-4 text-gray-300 font-medium">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 text-white font-medium">月之暗面</td>
|
||
<td class="py-3 px-4 text-gray-300">模型龙头</td>
|
||
<td class="py-3 px-4 text-gray-300">K2开源+日活3600万（2024-11）</td>
|
||
<td class="py-3 px-4 text-red-400">多模态落后GPT-4V</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 text-white font-medium">金山办公</td>
|
||
<td class="py-3 px-4 text-gray-300">应用标杆</td>
|
||
<td class="py-3 px-4 text-gray-300">WPS接入Kimi（2024-Q2商业化）</td>
|
||
<td class="py-3 px-4 text-red-400">用户付费率待验证</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 text-white font-medium">深信服</td>
|
||
<td class="py-3 px-4 text-gray-300">云算力</td>
|
||
<td class="py-3 px-4 text-gray-300">H20芯片优先供应</td>
|
||
<td class="py-3 px-4 text-red-400">政策禁售风险</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Risks -->
|
||
<section class="mb-12">
|
||
<div class="glass-card rounded-2xl p-6 md:p-8">
|
||
<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
|
||
<i class="fas fa-triangle-exclamation mr-3 text-red-400"></i>
|
||
潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div class="space-y-4">
|
||
<div class="bg-gray-800 rounded-lg p-4 hover-lift">
|
||
<h3 class="text-lg font-semibold text-red-400 mb-3">技术风险</h3>
|
||
<ul class="text-gray-300 text-sm space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-circle text-red-400 text-xs mt-1.5 mr-2"></i>
|
||
<span><strong>多模态延迟</strong>：K1.5仅文本/图像，视频生成需2026年（对比Sora已商用）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-gray-800 rounded-lg p-4 hover-lift">
|
||
<h3 class="text-lg font-semibold text-red-400 mb-3">商业化风险</h3>
|
||
<ul class="text-gray-300 text-sm space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-circle text-red-400 text-xs mt-1.5 mr-2"></i>
|
||
<span><strong>成本倒挂</strong>：API定价0.06元/千token可能低于推理成本（需H20芯片降价）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="space-y-4">
|
||
<div class="bg-gray-800 rounded-lg p-4 hover-lift">
|
||
<h3 class="text-lg font-semibold text-red-400 mb-3">政策风险</h3>
|
||
<ul class="text-gray-300 text-sm space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-circle text-red-400 text-xs mt-1.5 mr-2"></i>
|
||
<span><strong>出口管制</strong>：H20芯片若再被禁，国产算力（昇腾910B）性能缺口30%</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-gray-800 rounded-lg p-4 hover-lift">
|
||
<h3 class="text-lg font-semibold text-red-400 mb-3">信息矛盾</h3>
|
||
<ul class="text-gray-300 text-sm space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-circle text-red-400 text-xs mt-1.5 mr-2"></i>
|
||
<span><strong>用户数据</strong>：路演称"APP日活36万"（2024-04），但新闻称"3600万月活"（2024-11）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Conclusion -->
|
||
<section class="mb-12">
|
||
<div class="glass-card rounded-2xl p-6 md:p-8">
|
||
<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
|
||
<i class="fas fa-flag-checkered mr-3 text-yellow-400"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="space-y-6">
|
||
<div class="bg-gradient-to-r from-yellow-900/30 to-orange-900/30 rounded-lg p-6 border border-yellow-500/30">
|
||
<h3 class="text-lg font-semibold text-yellow-400 mb-3">阶段判断</h3>
|
||
<p class="text-gray-300">
|
||
KIMI处于<strong class="text-yellow-300">"技术红利兑现→生态扩张"</strong>过渡期，<strong class="text-yellow-300">2025-H2</strong>是关键验证窗口。
|
||
</p>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-yellow-400 mb-4">投资方向</h3>
|
||
<div class="grid md:grid-cols-2 gap-4">
|
||
<div class="bg-gray-800 rounded-lg p-4 hover-lift">
|
||
<h4 class="text-blue-300 font-medium mb-2">算力弹性</h4>
|
||
<ul class="text-gray-300 text-sm space-y-1">
|
||
<li>• <strong>金山云</strong>（K2最大云供应商）</li>
|
||
<li>• <strong>寒武纪</strong>（国产推理芯片替代）</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-gray-800 rounded-lg p-4 hover-lift">
|
||
<h4 class="text-blue-300 font-medium mb-2">应用爆发</h4>
|
||
<ul class="text-gray-300 text-sm space-y-1">
|
||
<li>• <strong>恒生电子</strong>（金融Agent）</li>
|
||
<li>• <strong>卫宁健康</strong>（医疗Agent）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-yellow-400 mb-4">跟踪指标</h3>
|
||
<div class="bg-gray-800 rounded-lg p-4">
|
||
<ul class="text-gray-300 text-sm space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-chart-line text-blue-400 mt-1 mr-2"></i>
|
||
<span><strong>Kimi API调用量</strong>（月环比>50%为爆发信号）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-microchip text-blue-400 mt-1 mr-2"></i>
|
||
<span><strong>H20芯片交付量</strong>（决定推理成本曲线）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-red-900/20 rounded-lg p-4 border border-red-500/30">
|
||
<p class="text-red-300 text-sm">
|
||
<strong>风险提示</strong>：若2025-Q4多模态版本延迟或算力成本失控，主题炒作将退潮。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Related Stocks -->
|
||
<section class="mb-12">
|
||
<div class="glass-card rounded-2xl p-6 md:p-8">
|
||
<h2 class="text-2xl font-bold text-white mb-6 flex items-center">
|
||
<i class="fas fa-chart-line mr-3 text-green-400"></i>
|
||
关联股票
|
||
</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-gray-300 font-medium">股票名称</th>
|
||
<th class="text-left py-3 px-4 text-gray-300 font-medium">关联类型</th>
|
||
<th class="text-left py-3 px-4 text-gray-300 font-medium">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 text-white font-medium">九安医疗</td>
|
||
<td class="py-3 px-4">
|
||
<span class="badge-custom badge-invest">参股</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-300">Kimi总榜及应用免费榜排名自3月以来快速攀升</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 text-white font-medium">深信服</td>
|
||
<td class="py-3 px-4">
|
||
<span class="badge-custom badge-invest">参股</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-300">Kimi总榜及应用免费榜排名自3月以来快速攀升</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 text-white font-medium">华策影视</td>
|
||
<td class="py-3 px-4">
|
||
<span class="badge-custom badge-partner">合作</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-300">Kimi总榜及应用免费榜排名自3月以来快速攀升</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 text-white font-medium">掌阅科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="badge-custom badge-partner">合作</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-300">Kimi总榜及应用免费榜排名自3月以来快速攀升</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 text-white font-medium">捷顺科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="badge-custom badge-partner">合作</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-300">Kimi总榜及应用免费榜排名自3月以来快速攀升</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 text-white font-medium">超讯通信</td>
|
||
<td class="py-3 px-4">
|
||
<span class="badge-custom badge-partner">合作</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-300">Kimi总榜及应用免费榜排名自3月以来快速攀升</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 text-white font-medium">因赛集团</td>
|
||
<td class="py-3 px-4">
|
||
<span class="badge-custom badge-partner">合作</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-300">Kimi总榜及应用免费榜排名自3月以来快速攀升</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 text-white font-medium">博睿数据</td>
|
||
<td class="py-3 px-4">
|
||
<span class="badge-custom badge-test">对接测试</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-300">Kimi总榜及应用免费榜排名自3月以来快速攀升</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 text-white font-medium">汉得信息</td>
|
||
<td class="py-3 px-4">
|
||
<span class="badge-custom badge-test">对接测试</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-300">Kimi总榜及应用免费榜排名自3月以来快速攀升</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 text-white font-medium">易点天下</td>
|
||
<td class="py-3 px-4">
|
||
<span class="badge-custom badge-test">对接测试</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-300">Kimi总榜及应用免费榜排名自3月以来快速攀升</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 text-white font-medium">万兴科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="badge-custom badge-test">对接测试</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-300">Kimi总榜及应用免费榜排名自3月以来快速攀升</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 text-white font-medium">北信源</td>
|
||
<td class="py-3 px-4">
|
||
<span class="badge-custom badge-test">对接测试</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-300">Kimi总榜及应用免费榜排名自3月以来快速攀升</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 text-white font-medium">国投智能</td>
|
||
<td class="py-3 px-4">
|
||
<span class="badge-custom badge-test">对接测试</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-300">Kimi总榜及应用免费榜排名自3月以来快速攀升</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 text-white font-medium">彩讯股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="badge-custom badge-test">对接测试</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-300">Kimi总榜及应用免费榜排名自3月以来快速攀升</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 text-white font-medium">人民网</td>
|
||
<td class="py-3 px-4">
|
||
<span class="badge-custom badge-service">服务</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-300">Kimi总榜及应用免费榜排名自3月以来快速攀升</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 text-white font-medium">海天瑞声</td>
|
||
<td class="py-3 px-4">
|
||
<span class="badge-custom badge-service">服务</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-300">Kimi总榜及应用免费榜排名自3月以来快速攀升</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 text-white font-medium">润泽科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="badge-custom badge-compute">算力</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-300">Kimi总榜及应用免费榜排名自3月以来快速攀升</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 text-white font-medium">亚康股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="badge-custom badge-compute">算力</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-300">Kimi总榜及应用免费榜排名自3月以来快速攀升</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 text-white font-medium">润建股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="badge-custom badge-compute">算力</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-300">Kimi总榜及应用免费榜排名自3月以来快速攀升</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</div>
|
||
|
||
<script>
|
||
// Initialize Vanta.js waves effect
|
||
VANTA.WAVES({
|
||
el: "#vanta-bg",
|
||
mouseControls: true,
|
||
touchControls: true,
|
||
gyroControls: false,
|
||
minHeight: 200.00,
|
||
minWidth: 200.00,
|
||
scale: 1.00,
|
||
scaleMobile: 1.00,
|
||
color: 0x1e3a8a,
|
||
shininess: 30.00,
|
||
waveHeight: 10.00,
|
||
waveSpeed: 0.75,
|
||
zoom: 0.75
|
||
});
|
||
|
||
// Add smooth scroll behavior
|
||
document.querySelectorAll('a[href^="#"]').forEach(anchor => {
|
||
anchor.addEventListener('click', function (e) {
|
||
e.preventDefault();
|
||
document.querySelector(this.getAttribute('href')).scrollIntoView({
|
||
behavior: 'smooth'
|
||
});
|
||
});
|
||
});
|
||
|
||
// Add intersection observer for fade-in animations
|
||
const observerOptions = {
|
||
threshold: 0.1,
|
||
rootMargin: '0px 0px -50px 0px'
|
||
};
|
||
|
||
const observer = new IntersectionObserver((entries) => {
|
||
entries.forEach(entry => {
|
||
if (entry.isIntersecting) {
|
||
entry.target.style.opacity = '1';
|
||
entry.target.style.transform = 'translateY(0)';
|
||
}
|
||
});
|
||
}, observerOptions);
|
||
|
||
document.querySelectorAll('section').forEach(section => {
|
||
section.style.opacity = '0';
|
||
section.style.transform = 'translateY(20px)';
|
||
section.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
|
||
observer.observe(section);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |