564 lines
42 KiB
HTML
564 lines
42 KiB
HTML
直接生成可用的HTML代码如下：
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<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>云计算各厂商云 - 深度投研报告</title>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.12.2/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 src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js" defer></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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<link rel="preconnect" href="https://fonts.googleapis.com">
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<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=Lexend:wght@300;400;500;600;700&display=swap" rel="stylesheet">
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<style>
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body {
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font-family: 'Inter', sans-serif;
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background-color: #010410;
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color: #d1d5db;
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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 52% 99%, hsla(355, 98%, 76%, 0.15) 0px, transparent 50%),
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radial-gradient(at 10% 29%, hsla(256, 96%, 68%, 0.1) 0px, transparent 50%),
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radial-gradient(at 97% 96%, hsla(38, 60%, 74%, 0.1) 0px, transparent 50%),
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radial-gradient(at 33% 50%, hsla(222, 67%, 73%, 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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}
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.glass-card {
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background: rgba(17, 24, 39, 0.4);
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backdrop-filter: blur(24px);
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-webkit-backdrop-filter: blur(24px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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border-radius: 24px;
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transition: all 0.3s ease;
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}
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.glass-card:hover {
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border-color: rgba(110, 231, 183, 0.3);
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transform: translateY(-4px);
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box-shadow: 0 0 40px rgba(110, 231, 183, 0.1);
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}
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.concept-title {
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font-family: 'Lexend', sans-serif;
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font-weight: 700;
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}
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.bento-grid {
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display: grid;
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gap: 1rem;
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grid-template-columns: repeat(6, 1fr);
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}
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.bento-item {
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border-radius: 1.5rem;
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padding: 1.5rem;
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transition: transform 0.3s ease, box-shadow 0.3s ease;
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}
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.bento-item h3 {
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font-family: 'Lexend', sans-serif;
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font-weight: 600;
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}
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.highlight-cyan { color: #22d3ee; }
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.highlight-violet { color: #a78bfa; }
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.highlight-emerald { color: #34d399; }
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.highlight-amber { color: #f59e0b; }
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.data-point {
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font-size: 1.875rem;
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line-height: 2.25rem;
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font-weight: 700;
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font-family: 'Lexend', sans-serif;
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}
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.section-header {
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border-bottom: 1px solid rgba(255, 255, 255, 0.1);
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padding-bottom: 0.5rem;
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margin-bottom: 1.5rem;
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}
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.collapse {
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border-radius: 1rem;
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border: 1px solid rgba(255, 255, 255, 0.1);
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background: rgba(17, 24, 39, 0.2);
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backdrop-filter: blur(12px);
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}
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.collapse-title {
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font-weight: 600;
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}
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.table th, .table td {
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border-bottom: 1px solid rgba(255, 255, 255, 0.1) !important;
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}
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.table th {
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font-weight: 600;
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color: #9ca3af;
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}
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.table-container {
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overflow-x: auto;
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border-radius: 1rem;
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border: 1px solid rgba(255, 255, 255, 0.1);
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background: rgba(17, 24, 39, 0.4);
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backdrop-filter: blur(12px);
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}
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</style>
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</head>
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<body class="min-h-screen p-4 sm:p-6 lg:p-12">
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<div class="max-w-screen-2xl mx-auto">
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<header class="text-center mb-12">
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<h1 class="concept-title text-4xl md:text-6xl font-bold bg-clip-text text-transparent bg-gradient-to-br from-white to-slate-400">
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云计算各厂商云
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</h1>
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<p class="mt-4 text-lg text-gray-400">深度投研报告</p>
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<p class="mt-2 text-sm text-gray-500">
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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，本报告为AI合成数据，投资需谨慎。
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</p>
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</header>
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<main class="space-y-16">
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<!-- Insight Section -->
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<section id="insight">
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<div class="bento-grid">
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<div class="glass-card bento-item col-span-6 lg:col-span-4 row-span-2">
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<h3 class="text-xl mb-4 section-header text-emerald-400">概念核心逻辑与市场认知</h3>
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<p class="text-gray-300 mb-4">云计算行业正经历由AI驱动的深刻结构性重塑，已从资源驱动的“基建时代”跑步进入算力驱动的“智能时代”。其核心驱动力是AI大模型应用落地带来的<strong class="highlight-cyan">爆炸性算力需求</strong>，这正倒逼所有云厂商进行<strong class="highlight-violet">大规模资本开支</strong>和<strong class="highlight-amber">技术栈升级</strong>。</strong class="text-gray-400">未来，厂商的竞争力将不再仅由市场份额定义，而更多取决于其AI服务能力、成本控制（自研芯片）以及生态构建的成败。</p>
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<div class="space-y-4">
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<div>
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<h4 class="font-semibold text-gray-100">核心驱动力：</h4>
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<ul class="list-disc list-inside text-gray-400 mt-2 space-y-1 pl-2">
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<li><strong class="text-gray-300">技术突破引爆需求:</strong> 生成式AI带来海量、高并发算力需求。字节跳动“豆包”应用需<strong class="highlight-cyan">近100万张H100</strong>等效算力。</li>
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<li><strong class="text-gray-300">模型开源的“平权效应”:</strong> DeepSeek等开源模型为“次一级云厂商”提供“平权机会”，激活整个供给侧市场。</li>
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<li><strong class="text-gray-300">成本与效率的再平衡:</strong> 高昂的算力成本驱动云厂商从依赖GPU转向<strong class="highlight-violet">自研ASIC和SSC芯片</strong>，构建新的技术壁垒。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-semibold text-gray-100">预期差分析：</h4>
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<ul class="list-disc list-inside text-gray-400 mt-2 space-y-1 pl-2">
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<li><strong class="text-gray-300">“增收”与“增利”的预期差:</strong> 市场关注收入增长，但国内激烈的<strong class="highlight-amber">价格战</strong>导致盈利承压（阿里云毛利率<strong class="data-point text-amber-400 text-lg">~15%</strong> vs AWS <strong class="data-point text-emerald-400 text-lg">30%</strong>）。</li>
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<li><strong class="text-gray-300">“全面繁荣”与“战略分化”的预期差:</strong> 厂商战略已分化，<strong class="highlight-cyan">金山云</strong>做中立“卖水人”，<strong class="highlight-violet">阿里/华为</strong>追求全栈生态闭环，风险与盈利模式各异。</li>
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<li><strong class="text-gray-300">“国产替代”的速度预期差:</strong> 市场对昇腾寄予厚望，但路演指出其生态适配仍需<strong class="highlight-amber">2-3年</strong>，进程的长期性与挑战性可能被低估。</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 class="glass-card bento-item col-span-6 lg:col-span-2">
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<h3 class="text-xl mb-4 section-header text-emerald-400">核心观点摘要</h3>
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<p class="text-gray-300">“云计算”概念的核心叙事已发生范式转移，由<strong class="highlight-cyan">AI大模型爆发</strong>驱动，进入以<strong class="highlight-violet">智能算力服务为核心</strong>的全新阶段。DeepSeek等模型的开源成为引爆市场的关键催化剂，引发了全行业的“AI算力军备竞赛”。</p>
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</div>
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<div class="glass-card bento-item col-span-6 lg:col-span-2">
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<h3 class="text-xl mb-4 section-header text-emerald-400">概念事件：AI重塑</h3>
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<ul class="space-y-2 text-sm">
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<li class="flex items-start">
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<svg class="w-4 h-4 mr-2 mt-1 text-cyan-400 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z"></path></svg>
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<span><strong class="text-gray-200">范式转移催化剂 (2024年初):</strong> DeepSeek等开源模型上线，各大云厂密集适配，标志AI算力成为基础设施。</span>
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</li>
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<li class="flex items-start">
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<svg class="w-4 h-4 mr-2 mt-1 text-violet-400 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8c-1.657 0-3 .895-3 2s1.343 2 3 2 3 .895 3 2-1.343 2-3 2m0-8c1.11 0 2.08.402 2.599 1M12 8V7m0 1v.01"></path></svg>
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<span><strong class="text-gray-200">巨头加码 (2024-2025):</strong> BAT 24Q3资本开支同比<strong class="highlight-cyan">+117.15%</strong>。阿里云计划三年投入<strong class="highlight-violet">>3800亿元</strong>。</span>
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</li>
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<li class="flex items-start">
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<svg class="w-4 h-4 mr-2 mt-1 text-amber-400 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 3v2m6-2v2M9 19v2m6-2v2M5 9H3m2 6H3m18-6h-2m2 6h-2M12 6V3m0 18v-3"></path></svg>
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<span><strong class="text-gray-200">技术路径演进:</strong> 一线云厂从依赖GPU转向<strong class="highlight-amber">自研ASIC芯片</strong>，追求更高性价比与供应链自主性。</span>
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</li>
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</ul>
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</div>
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<div class="glass-card bento-item col-span-6 sm:col-span-3 lg:col-span-2">
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<h3 class="text-xl mb-4 section-header text-cyan-400">近期催化剂</h3>
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<ul class="list-decimal list-inside text-gray-400 space-y-2 text-sm">
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<li>头部厂商资本开支持续兑现（阿里<strong class="highlight-violet">3800亿</strong>计划）。</li>
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<li>现象级AI应用的出现，引爆推理侧算力需求。</li>
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<li>国产AI芯片（昇腾/平头哥）生态突破性进展。</li>
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<li>MCP等技术标准推广，加速AIGC应用爆发。</li>
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</ul>
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</div>
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<div class="glass-card bento-item col-span-6 sm:col-span-3 lg:col-span-2">
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<h3 class="text-xl mb-4 section-header text-amber-400">潜在风险与挑战</h3>
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<ul class="list-decimal list-inside text-gray-400 space-y-2 text-sm">
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<li>国产芯片生态瓶颈（昇腾生态成熟需<strong class="highlight-amber">2-3年</strong>）。</li>
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<li>价格战持续恶化，导致“增收不增利”。</li>
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<li>AI应用场景落地不及预期，算力投资浪费。</li>
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<li>外部技术封锁与数据安全合规风险。</li>
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</ul>
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</div>
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<div class="glass-card bento-item col-span-6">
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<h3 class="text-xl mb-4 section-header text-violet-400">产业链与投资启示</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 text-sm">
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<div>
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<h4 class="font-semibold text-gray-200">产业链图谱</h4>
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<ul class="mt-2 space-y-1 text-gray-400">
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<li><strong>上游:</strong> IDC服务、服务器/芯片、网络设备、云安全。</li>
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<li><strong>中游:</strong> 云服务商 (互联网巨头云、独立云、运营商云)。</li>
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<li><strong>下游:</strong> SaaS应用 (通用软件、垂直行业软件)。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-semibold text-gray-200">最具投资价值环节</h4>
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<ul class="mt-2 space-y-1 text-gray-400">
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<li><strong class="text-emerald-400">中立AI算力服务商 (如金山云):</strong> 模式纯粹，财务数据已验证。</li>
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<li><strong class="text-cyan-400">国产算力硬件核心生态伙伴:</strong> 布局国产替代长期趋势。</li>
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<li><strong class="text-violet-400">掌握核心数据或应用场景厂商:</strong> 护城河深，商业转化能力强。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-semibold text-gray-200">需重点跟踪的关键指标</h4>
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<ul class="mt-2 space-y-1 text-gray-400">
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<li><strong class="highlight-cyan">AI收入占比与增速</strong> (核心)。</li>
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<li><strong class="highlight-amber">毛利率变化</strong> (盈利能力)。</li>
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<li><strong class="highlight-violet">资本支出(CAPEX)</strong> (景气度)。</li>
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<li><strong class="highlight-emerald">国产芯片生态活跃度</strong> (领先指标)。</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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</section>
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<!-- ECharts Section -->
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<section id="charts">
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<div class="glass-card p-6">
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<h3 class="concept-title text-xl font-semibold mb-4 text-gray-200">关键厂商AI战略验证：金山云AI收入占比</h3>
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<div id="jinshanCloudChart" style="width: 100%; height: 400px;"></div>
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</div>
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</section>
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<!-- Supporting Data Section -->
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<section id="supporting-data" class="space-y-4">
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<h2 class="concept-title text-3xl font-bold text-center text-slate-300">核心情报数据聚合</h2>
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<!-- News Data -->
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<div tabindex="0" class="collapse collapse-plus glass-card">
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<input type="checkbox" />
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<div class="collapse-title text-xl font-medium text-cyan-300">新闻数据洞察</div>
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<div class="collapse-content px-4 sm:px-6 py-4">
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<h4 class="font-bold text-lg mb-2 text-gray-200">通用/群体信息</h4>
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<ul class="list-disc pl-5 space-y-1 text-gray-400">
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<li><strong>市场动态:</strong> 云进入云基建时代，大部分云厂商转型算力租赁。BAT 2024Q3总资本开支362.30亿元，同比增长<strong class="highlight-cyan">117.15%</strong>。</li>
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<li><strong>技术趋势:</strong> 一线云厂自研ASIC出货快速增长，性价比更高。DeepSeek模型开源为次一级云厂商提供“平权机会”，各云平台火速上线。</li>
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<li><strong>供应链:</strong> 云厂商CAPEX带动企业级存储需求。</li>
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</ul>
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<div class="divider before:bg-gray-700 after:bg-gray-700"></div>
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<h4 class="font-bold text-lg mb-2 text-gray-200">具体云厂商</h4>
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<ul class="list-disc pl-5 space-y-1 text-gray-400">
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<li><strong>华为云:</strong> OceanStor支持DeepSeek，模型上线昇腾社区。与多家企业在公/私有云有合作。</li>
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<li><strong>阿里云:</strong> 计划未来三年在云和AI基础设施投入<strong class="highlight-violet">超过3800亿元</strong>。成为总台春晚云计算AI独家合作伙伴。</li>
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<li><strong>腾讯云:</strong> Omdia报告称其与AWS、微软、谷歌并肩全球第一梯队。</li>
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<li><strong>AWS:</strong> 推出新型量子计算芯片“Ocelot”，称可将量子纠错成本降低90%。</li>
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<li><strong>运营商云 (天翼云/联通云):</strong> 积极部署Deepseek，推动推理算力需求增长。</li>
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<li><strong>CoreWeave:</strong> 宣布成为全球首家部署GB300的云厂，并与OpenAI签署<strong class="highlight-cyan">119亿美元</strong>合同。</li>
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</ul>
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</div>
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</div>
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<!-- Roadshow Data -->
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<div tabindex="0" class="collapse collapse-plus glass-card">
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<input type="checkbox" />
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<div class="collapse-title text-xl font-medium text-violet-300">路演纪要精粹</div>
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<div class="collapse-content px-4 sm:px-6 py-4">
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
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<div>
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<h4 class="font-bold text-lg mb-2 text-gray-200">金山云 (Kingsoft Cloud)</h4>
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<ul class="list-disc pl-5 space-y-1 text-gray-400 text-sm">
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<li><strong>战略:</strong> “All in AI”，定位中立云服务商，服务独立大模型公司。</li>
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<li><strong>财务(V型反转):</strong> 毛利率连续8季度提升至<strong class="highlight-emerald">19.2%</strong>；调整后EBITDA转正；2024年Q4首次实现非GAAP经营利润转正。</li>
|
||
<li><strong>AI业务爆发:</strong> 2024Q4 AI相关账单收入<strong class="highlight-cyan">同比增长近500%</strong>，占公有云收入<strong class="highlight-cyan">34%</strong>。</li>
|
||
<li><strong>资本开支:</strong> 2025年AI相关资本开支估算80-100亿。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-bold text-lg mb-2 text-gray-200">阿里云 (Alibaba Cloud)</h4>
|
||
<ul class="list-disc pl-5 space-y-1 text-gray-400 text-sm">
|
||
<li><strong>AI业务:</strong> AI收入连续6季度三位数增长。</li>
|
||
<li><strong>资本开支:</strong> 三年<strong class="highlight-violet">3800亿</strong>总投资计划。</li>
|
||
<li><strong>技术:</strong> 自研芯片“平头哥”技术领先，但当前仍依赖NVIDIA H800。</li>
|
||
<li><strong>挑战:</strong> 存在价格战，毛利率约<strong class="highlight-amber">15%</strong>，低于AWS。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-bold text-lg mb-2 text-gray-200">腾讯云 (Tencent Cloud)</h4>
|
||
<ul class="list-disc pl-5 space-y-1 text-gray-400 text-sm">
|
||
<li><strong>挑战:</strong> 参与价格战，盈利压力大，国际化受阻。</li>
|
||
<li><strong>优势:</strong> 掌控微信平台等私域核心数据源。</li>
|
||
<li><strong>战略:</strong> 积极布局MCP和Agent生态。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-bold text-lg mb-2 text-gray-200">华为云 (Huawei Cloud)</h4>
|
||
<ul class="list-disc pl-5 space-y-1 text-gray-400 text-sm">
|
||
<li><strong>竞争:</strong> 参与算力价格战，面临盈利压力。</li>
|
||
<li><strong>国产算力:</strong> 昇腾芯片是国产替代关键，但生态适配需<strong class="highlight-amber">2-3年</strong>。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-bold text-lg mb-2 text-gray-200">AWS / Azure / GCP</h4>
|
||
<ul class="list-disc pl-5 space-y-1 text-gray-400 text-sm">
|
||
<li><strong>AWS:</strong> 份额全球第一（~32%），自研芯片降低成本，资本开支同比<strong class="highlight-cyan">+80%</strong>。</li>
|
||
<li><strong>Azure:</strong> 份额全球第二（~21%），与OpenAI深度绑定，AI服务年化收入130亿美元（<strong class="highlight-cyan">+157%</strong>）。</li>
|
||
<li><strong>GCP:</strong> 份额全球第三（~8%），增速达30%，自研TPU芯片专攻AI。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-bold text-lg mb-2 text-gray-200">行业趋势</h4>
|
||
<ul class="list-disc pl-5 space-y-1 text-gray-400 text-sm">
|
||
<li><strong>AI驱动:</strong> AI算力需求是所有云厂商增长的核心驱动力。</li>
|
||
<li><strong>自研芯片:</strong> 国内外头部云厂商均在推进自研芯片以降低成本。</li>
|
||
<li><strong>MCP协议:</strong> 被视为AI大模型的“万能接口”，有望加速AIGC爆发。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Research Report Data -->
|
||
<div tabindex="0" class="collapse collapse-plus glass-card">
|
||
<input type="checkbox" />
|
||
<div class="collapse-title text-xl font-medium text-emerald-300">研报摘要</div>
|
||
<div class="collapse-content px-4 sm:px-6 py-4">
|
||
<ul class="space-y-3 text-gray-400">
|
||
<li><strong class="text-gray-200">[云灾备&安全研报]:</strong> 云服务商在灾备（DRaaS）、安全（原生安全能力）中扮演核心角色，但也面临服务故障和成为网络攻击目标的挑战。AWS、Azure、阿里云、天翼云等均提供丰富的原生安全产品矩阵。</li>
|
||
<li><strong class="text-gray-200">[华为内部研报]:</strong> 明确指出“AI正在改变云的技术栈，AI将重新定义云基础设施”。华为云基于盘古大模型，推出智能编程助手CodeArts Snap等AI原生服务，并赋能中小企业出海。</li>
|
||
<li><strong class="text-gray-200">[阿里云瑶池数据库研报]:</strong> 阿里云数据库全面拥抱向量检索能力，与“通义”大模型深度集成，向一站式、智能化演进。提出“Data+AI”一体化战略，服务金融、能源、汽车等多个行业。</li>
|
||
<li><strong class="text-gray-200">[工业云&ECS安全研报]:</strong> 强调工业企业上云是政策驱动趋势，但也面临供应商锁定和多云管理复杂性。云厂商需与客户明确责任共担模型，阿里云通过机密计算等技术保障基础设施安全。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
</section>
|
||
|
||
<!-- Stock List Section -->
|
||
<section id="stock-list">
|
||
<h2 class="concept-title text-3xl font-bold text-center text-slate-300 mt-16 mb-8">相关个股列表</h2>
|
||
|
||
<div class="space-y-8">
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-cyan-400 section-header">DeepSeek 核心概念股</h3>
|
||
<div class="table-container">
|
||
<table class="table w-full">
|
||
<thead><tr><th>股票名称</th><th>股票代码</th><th>关联原因</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>中国电信</td><td><a href="https://valuefrontier.cn/company?scode=601728" target="_blank" class="link link-hover">601728</a></td><td>天翼云已经上架DeepSeek。</td></tr>
|
||
<tr><td>优刻得</td><td><a href="https://valuefrontier.cn/company?scode=688158" target="_blank" class="link link-hover">688158</a></td><td>云平台已第一时间上线了DeepSeek Janus-Pro-7B大模型镜像。</td></tr>
|
||
<tr><td>青云科技</td><td><a href="https://valuefrontier.cn/company?scode=688316" target="_blank" class="link link-hover">688316</a></td><td>旗下AI算力云服务CoresHub正式上线DeepSeek系列模型。</td></tr>
|
||
<tr><td>杭钢股份</td><td><a href="https://valuefrontier.cn/company?scode=600126" target="_blank" class="link link-hover">600126</a></td><td>全资子公司成功完成DeepSeek-R1的适配并实现部署。</td></tr>
|
||
<tr><td>首都在线</td><td><a href="https://valuefrontier.cn/company?scode=300846" target="_blank" class="link link-hover">300846</a></td><td>云平台上线DeepSeek-R1系列模型。</td></tr>
|
||
<tr><td>安恒信息</td><td><a href="https://valuefrontier.cn/company?scode=688023" target="_blank" class="link link-hover">688023</a></td><td>推出首个“DeepSeek”版安全智能体。</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-violet-400 section-header">核心云厂商生态伙伴</h3>
|
||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
|
||
<div>
|
||
<h4 class="text-lg font-medium mb-3 text-gray-300">华为云生态</h4>
|
||
<div class="table-container">
|
||
<table class="table w-full">
|
||
<thead><tr><th>股票名称</th><th>股票代码</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>拓维信息</td><td><a href="https://valuefrontier.cn/company?scode=002261" target="_blank" class="link link-hover">002261</a></td></tr>
|
||
<tr><td>南威软件</td><td><a href="https://valuefrontier.cn/company?scode=603636" target="_blank" class="link link-hover">603636</a></td></tr>
|
||
<tr><td>常山北明</td><td><a href="https://valuefrontier.cn/company?scode=000158" target="_blank" class="link link-hover">000158</a></td></tr>
|
||
<tr><td>法本信息</td><td><a href="https://valuefrontier.cn/company?scode=300925" target="_blank" class="link link-hover">300925</a></td></tr>
|
||
<tr><td>光环新网</td><td><a href="https://valuefrontier.cn/company?scode=300383" target="_blank" class="link link-hover">300383</a></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h4 class="text-lg font-medium mb-3 text-gray-300">阿里云生态</h4>
|
||
<div class="table-container">
|
||
<table class="table w-full">
|
||
<thead><tr><th>股票名称</th><th>股票代码</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>杭钢股份</td><td><a href="https://valuefrontier.cn/company?scode=600126" target="_blank" class="link link-hover">600126</a></td></tr>
|
||
<tr><td>浙大网新</td><td><a href="https://valuefrontier.cn/company?scode=600797" target="_blank" class="link link-hover">600797</a></td></tr>
|
||
<tr><td>宝信软件</td><td><a href="https://valuefrontier.cn/company?scode=600845" target="_blank" class="link link-hover">600845</a></td></tr>
|
||
<tr><td>润建股份</td><td><a href="https://valuefrontier.cn/company?scode=002929" target="_blank" class="link link-hover">002929</a></td></tr>
|
||
<tr><td>绿盟科技</td><td><a href="https://valuefrontier.cn/company?scode=300369" target="_blank" class="link link-hover">300369</a></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h4 class="text-lg font-medium mb-3 text-gray-300">腾讯云生态</h4>
|
||
<div class="table-container">
|
||
<table class="table w-full">
|
||
<thead><tr><th>股票名称</th><th>股票代码</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>东华软件</td><td><a href="https://valuefrontier.cn/company?scode=002065" target="_blank" class="link link-hover">002065</a></td></tr>
|
||
<tr><td>同有科技</td><td><a href="https://valuefrontier.cn/company?scode=300302" target="_blank" class="link link-hover">300302</a></td></tr>
|
||
<tr><td>先进数通</td><td><a href="https://valuefrontier.cn/company?scode=300541" target="_blank" class="link link-hover">300541</a></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h4 class="text-lg font-medium mb-3 text-gray-300">金山云生态</h4>
|
||
<div class="table-container">
|
||
<table class="table w-full">
|
||
<thead><tr><th>股票名称</th><th>股票代码</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>金山办公</td><td><a href="https://valuefrontier.cn/company?scode=688111" target="_blank" class="link link-hover">688111</a></td></tr>
|
||
<tr><td>南兴股份</td><td><a href="https://valuefrontier.cn/company?scode=002757" target="_blank" class="link link-hover">002757</a></td></tr>
|
||
<tr><td>亚康股份</td><td><a href="https://valuefrontier.cn/company?scode=301085" target="_blank" class="link link-hover">301085</a></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-emerald-400 section-header">产业链分层：IaaS / PaaS / SaaS</h3>
|
||
<div class="grid grid-cols-1 lg:grid-cols-3 gap-8">
|
||
<div>
|
||
<h4 class="text-lg font-medium mb-3 text-gray-300">IaaS (基础设施即服务)</h4>
|
||
<div class="table-container">
|
||
<table class="table w-full">
|
||
<thead><tr><th>股票名称</th><th>股票代码</th><th>核心业务</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>光环新网</td><td><a href="https://valuefrontier.cn/company?scode=300383" target="_blank" class="link link-hover">300383</a></td><td>IDC及云计算</td></tr>
|
||
<tr><td>润泽科技</td><td><a href="https://valuefrontier.cn/company?scode=300442" target="_blank" class="link link-hover">300442</a></td><td>IDC/AIDC业务</td></tr>
|
||
<tr><td>数据港</td><td><a href="https://valuefrontier.cn/company?scode=603881" target="_blank" class="link link-hover">603881</a></td><td>IDC服务云</td></tr>
|
||
<tr><td>网宿科技</td><td><a href="https://valuefrontier.cn/company?scode=300017" target="_blank" class="link link-hover">300017</a></td><td>IDC及CDN服务</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h4 class="text-lg font-medium mb-3 text-gray-300">PaaS (平台即服务)</h4>
|
||
<div class="table-container">
|
||
<table class="table w-full">
|
||
<thead><tr><th>股票名称</th><th>股票代码</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>青云科技</td><td><a href="https://valuefrontier.cn/company?scode=688316" target="_blank" class="link link-hover">688316</a></td></tr>
|
||
<tr><td>品高股份</td><td><a href="https://valuefrontier.cn/company?scode=688227" target="_blank" class="link link-hover">688227</a></td></tr>
|
||
<tr><td>华胜天成</td><td><a href="https://valuefrontier.cn/company?scode=600410" target="_blank" class="link link-hover">600410</a></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h4 class="text-lg font-medium mb-3 text-gray-300">SaaS (软件即服务)</h4>
|
||
<div class="table-container">
|
||
<table class="table w-full">
|
||
<thead><tr><th>股票名称</th><th>股票代码</th><th>细分领域</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>金山办公</td><td><a href="https://valuefrontier.cn/company?scode=688111" target="_blank" class="link link-hover">688111</a></td><td>办公软件</td></tr>
|
||
<tr><td>用友网络</td><td><a href="https://valuefrontier.cn/company?scode=600588" target="_blank" class="link link-hover">600588</a></td><td>管理软件</td></tr>
|
||
<tr><td>卫宁健康</td><td><a href="https://valuefrontier.cn/company?scode=300253" target="_blank" class="link link-hover">300253</a></td><td>医疗信息化</td></tr>
|
||
<tr><td>广联达</td><td><a href="https://valuefrontier.cn/company?scode=002410" target="_blank" class="link link-hover">002410</a></td><td>建筑软件</td></tr>
|
||
<tr><td>深信服</td><td><a href="https://valuefrontier.cn/company?scode=300454" target="_blank" class="link link-hover">300454</a></td><td>云安全</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-amber-400 section-header">国资云</h3>
|
||
<div class="table-container">
|
||
<table class="table w-full">
|
||
<thead><tr><th>股票名称</th><th>股票代码</th><th>关联原因</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>中国电信</td><td><a href="https://valuefrontier.cn/company?scode=601728" target="_blank" class="link link-hover">601728</a></td><td>天翼云，公有云国内A股上市公司市占率第一。</td></tr>
|
||
<tr><td>中国移动</td><td><a href="https://valuefrontier.cn/company?scode=600941" target="_blank" class="link link-hover">600941</a></td><td>移动云，公有云国内A股上市公司市占率第二。</td></tr>
|
||
<tr><td>中国联通</td><td><a href="https://valuefrontier.cn/company?scode=600050" target="_blank" class="link link-hover">600050</a></td><td>联通云，公有云国内A股上市公司市占率第三。</td></tr>
|
||
<tr><td>深桑达A</td><td>-</td><td>实控人中国电子信息产业集团，旗下有中国电子云。</td></tr>
|
||
<tr><td>紫光股份</td><td><a href="https://valuefrontier.cn/company?scode=000938" target="_blank" class="link link-hover">000938</a></td><td>旗下有云平台紫鸾平台、绿洲平台。</td></tr>
|
||
<tr><td>杭钢股份</td><td><a href="https://valuefrontier.cn/company?scode=600126" target="_blank" class="link link-hover">600126</a></td><td>浙江国资委，旗下有杭钢云计算数据中心。</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
</div>
|
||
|
||
</section>
|
||
</main>
|
||
</div>
|
||
|
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|
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