561 lines
37 KiB
HTML
561 lines
37 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>核心城市智算算力 - 深度投研报告</title>
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<!-- Tailwind & DaisyUI -->
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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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:root {
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--glow-color: hsl(217, 100%, 70%);
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--glass-bg: rgba(20, 25, 60, 0.5);
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--glass-border: rgba(100, 120, 255, 0.3);
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body {
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #000000;
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background-image:
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radial-gradient(ellipse at 20% 80%, rgba(3, 46, 128, 0.4) 0%, transparent 60%),
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box-shadow: 0 8px 32px 0 rgba(0, 0, 0, 0.37);
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border-radius: 1.5rem; /* 极致圆角 */
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text-shadow: 0 0 8px var(--glow-color), 0 0 20px var(--glow-color);
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box-shadow: 0 0 15px -5px var(--glow-color);
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display: grid;
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gap: 1rem;
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grid-template-columns: repeat(auto-fit, minmax(250px, 1fr));
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.echarts-container {
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width: 100%;
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height: 500px;
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.table thead th {
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background-color: rgba(30, 41, 59, 0.7);
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color: hsl(217, 100%, 80%);
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</style>
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</head>
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<body class="min-h-screen">
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<div class="container mx-auto p-4 md:p-8">
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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-6xl font-bold font-mono-sc text-glow animate-pulse">核心城市智算算力</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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<div class="mt-2 text-xs text-gray-500 font-mono-sc">
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<p>北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
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<p>本报告为AI合成数据，投资需谨慎</p>
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</div>
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</header>
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<!-- Section 1: Insight & Core Summary -->
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<section class="mb-12">
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<div class="glass-card p-6 md:p-8">
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<h2 class="text-2xl font-bold mb-4 font-mono-sc border-b border-[var(--glass-border)] pb-2 text-glow">概念总览与核心观点</h2>
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<p class="text-base leading-relaxed text-gray-300">
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“核心城市智算算力”正处在一个由<strong class="text-cyan-300">政策强力驱动、市场需求引爆的“军备竞赛”式建设初期阶段</strong>。其核心驱动力是满足AI大模型爆发性需求与实现关键技术“自主可控”的双重国家意志。未来潜力巨大，但短期建设热潮与长期运营效益、技术路线不确定性之间存在显著的预期差，投资机会将从普涨的基建狂热，逐步分化至具备<strong class="text-purple-300">核心卡位优势（如地方国资）、技术稀缺性（如算力调度、国产化适配）和稳定运营能力</strong>的细分龙头。
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</p>
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</div>
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<div class="bento-grid mt-8">
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<div class="glass-card p-6 flex flex-col justify-center items-center text-center">
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<div class="text-4xl font-bold text-cyan-300 font-mono-sc">>80 EFLOPS</div>
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<div class="mt-2 text-gray-400">深圳 2026年目标</div>
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</div>
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<div class="glass-card p-6 flex flex-col justify-center items-center text-center">
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<div class="text-4xl font-bold text-green-300 font-mono-sc">>70%</div>
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<div class="mt-2 text-gray-400">上海 2027年自主可控算力占比</div>
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</div>
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<div class="glass-card p-6 flex flex-col justify-center items-center text-center">
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<div class="text-4xl font-bold text-yellow-300 font-mono-sc">45 EFLOPS</div>
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<div class="mt-2 text-gray-400">北京 2025年目标</div>
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</div>
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<div class="glass-card p-6 flex flex-col justify-center items-center text-center">
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<div class="text-4xl font-bold text-purple-300 font-mono-sc">¥ 2000亿</div>
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<div class="mt-2 text-gray-400">上海 2027年智算云产业规模</div>
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</div>
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</div>
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</section>
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<!-- Section 2: Core Logic & Market Perception -->
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<section class="mb-12">
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<div class="glass-card p-6 md:p-8">
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<h2 class="text-2xl font-bold mb-4 font-mono-sc border-b border-[var(--glass-border)] pb-2 text-glow">核心逻辑与市场认知</h2>
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<div class="space-y-6">
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<div>
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<h3 class="text-xl font-semibold text-cyan-400 mb-2">三大核心驱动力</h3>
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<ul class="list-disc list-inside space-y-2 text-gray-300">
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<li><strong class="text-white">政策与国家意志强力牵引：</strong>从中央“东数西算”顶层设计到地方政府（京、沪、深）的雄心规划与国产化硬性指标，体现了自上而下的战略决心，是保障科技安全与产业链自主的国家战略。</li>
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<li><strong class="text-white">AI应用需求井喷：</strong>大模型技术浪潮引发对高端AI算力的直接需求。自动驾驶、政务大模型、企业AI服务等应用场景，为核心城市的智算需求提供了坚实的商业支撑。</li>
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<li><strong class="text-white">区域经济发展的核心引擎：</strong>智算中心被视为数字经济时代的“水电煤”，是城市吸引高端产业、提升核心竞争力的关键新型基础设施。</li>
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</ul>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-purple-400 mb-2">市场热度与预期差分析</h3>
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<p class="mb-2 text-gray-300">市场当前处于<strong class="text-white">高度乐观</strong>状态，资金关注度极高，普遍围绕“新基建”和“国产替代”两条主线，对增量空间充满想象。然而，存在以下预期差：</p>
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<ul class="list-disc list-inside space-y-2 text-gray-300 bg-gray-900/50 p-4 rounded-xl">
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<li><strong class="text-yellow-300">建设速度 vs 运营效益：</strong>市场关注宏大规划，但可能忽略了建设周期、电力消耗、运维难度和实际资源利用率等挑战，对短期业绩兑现可能过于乐观。</li>
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<li><strong class="text-yellow-300">“理论算力” vs “可用算力”：</strong>市场认知可能混淆硬件堆砌的峰值算力与实际高效算力。软硬件协同、平台差异、模型迁移等是巨大挑战，实际算力利用率不高是行业痛点。</li>
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<li><strong class="text-yellow-300">“国产化目标” vs “现实进程”：</strong>政策雄心与企业实际采购存在平衡，如云赛智联同时采购英伟达与华为芯片。国产化替代是渐进过程，市场可能低估其中的技术和生态磨合成本。</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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</section>
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<!-- Section 3: ECharts Visualization -->
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<section class="mb-12">
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<div class="glass-card p-6 md:p-8">
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<h2 class="text-2xl font-bold mb-4 font-mono-sc border-b border-[var(--glass-border)] pb-2 text-glow">核心城市及节点智算算力规划目标</h2>
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<div id="city-compute-chart" class="echarts-container"></div>
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</div>
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</section>
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<!-- Section 4: Catalysts & Development Path -->
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<section class="mb-12 grid md:grid-cols-2 gap-8">
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<div class="glass-card p-6 md:p-8">
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<h3 class="text-xl font-bold mb-4 text-cyan-400 font-mono-sc">近期催化剂 (3-6个月)</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<svg class="w-5 h-5 mr-2 mt-1 text-cyan-300" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><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-white">算力补贴政策细则落地：</strong>深圳5亿元训力券、上海算力补贴等政策的实施将直接刺激下游需求。</span>
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</li>
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<li class="flex items-start">
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<svg class="w-5 h-5 mr-2 mt-1 text-cyan-300" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z"></path></svg>
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<span><strong class="text-white">重大项目“点亮”：</strong>“鹏城云脑Ⅲ”、深圳开放智算中心、云赛智联松江二期等项目投运，验证建设进度。</span>
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</li>
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<li class="flex items-start">
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<svg class="w-5 h-5 mr-2 mt-1 text-cyan-300" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 3v2m6-2v2M9 19v2m6-2v2M5 9H3m2 6H3m18-6h-2m2 6h-2M12 6V3m0 18v-3M5.636 5.636l1.414 1.414m10.91-1.414l-1.414 1.414M18.364 18.364l-1.414-1.414m-10.91 1.414l1.414-1.414"></path></svg>
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<span><strong class="text-white">国产AI芯片规模化商用：</strong>华为昇腾等新品发布或大规模集采，是打破外部限制的核心催化剂。</span>
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</li>
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</ul>
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</div>
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<div class="glass-card p-6 md:p-8">
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<h3 class="text-xl font-bold mb-4 text-purple-400 font-mono-sc">长期发展路径</h3>
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<ul class="steps steps-vertical">
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<li class="step step-primary" data-content=" ">
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<div class="text-left ml-4">
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<h4 class="font-bold text-white">第一阶段 (当前-2025): 基建狂飙</h4>
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<p class="text-sm text-gray-400">“跑马圈地”，投资重点在上游硬件和中游IDC建设。</p>
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</div>
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</li>
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<li class="step step-primary" data-content=" ">
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<div class="text-left ml-4">
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<h4 class="font-bold text-white">第二阶段 (2025-2027): 互联互通</h4>
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<p class="text-sm text-gray-400">建设重点转向“算力网络”和“调度平台”，解决“算力孤岛”。</p>
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</div>
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</li>
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<li class="step" data-content=" ">
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<div class="text-left ml-4">
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<h4 class="font-bold text-white">第三阶段 (2027+): 算力即服务</h4>
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<p class="text-sm text-gray-400">算力如水电般交付，应用场景极大丰富，生态成熟。</p>
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</div>
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</li>
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</ul>
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</div>
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</section>
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<!-- Section 5: Industry Chain -->
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<section class="mb-12">
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<div class="glass-card p-6 md:p-8">
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<h2 class="text-2xl font-bold mb-4 font-mono-sc border-b border-[var(--glass-border)] pb-2 text-glow">产业链剖析与核心玩家</h2>
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<div class="grid md:grid-cols-3 gap-6">
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<!-- Upstream -->
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<div class="bg-slate-900/40 p-4 rounded-xl">
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<h4 class="font-bold text-lg text-green-300 text-center">上游：软硬件基础设施</h4>
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<ul class="mt-2 text-sm space-y-1">
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<li><strong>AI芯片/加速卡:</strong> 华为(昇腾)、寒武纪</li>
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<li><strong>服务器:</strong> 浪潮信息、新华三</li>
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<li><strong>IDC设备:</strong> 光模块, 液冷(科华数据), 供电(安靠智电)</li>
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<li><strong>软件:</strong> 操作系统, AI开发框架</li>
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</ul>
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</div>
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<!-- Midstream -->
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<div class="bg-slate-900/40 p-4 rounded-xl border-2 border-cyan-400/50">
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<h4 class="font-bold text-lg text-cyan-300 text-center">中游：智算中心建设与运营 (核心环节)</h4>
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<ul class="mt-2 text-sm space-y-1">
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<li><strong>IDC建设/总包:</strong> 启迪设计、华胜天成</li>
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<li><strong>IDC运营商:</strong> <strong class="text-white">云赛智联(沪)</strong>, <strong class="text-white">数据港(沪)</strong>, <strong class="text-white">润泽科技(全国)</strong></li>
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<li><strong>算力调度/运维:</strong> <strong class="text-white">直真科技</strong>, 中电鑫龙</li>
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<li><strong>云服务商:</strong> 三大运营商, 阿里云, 腾讯云</li>
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</ul>
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</div>
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<!-- Downstream -->
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<div class="bg-slate-900/40 p-4 rounded-xl">
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<h4 class="font-bold text-lg text-purple-300 text-center">下游：算力应用</h4>
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<ul class="mt-2 text-sm space-y-1">
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<li><strong>AI大模型开发:</strong> 商汤科技、阶跃星辰</li>
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<li><strong>行业应用:</strong> 自动驾驶, 智慧城市(万达信息)</li>
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<li><strong>最终用户:</strong> 政府, 企业, 科研机构</li>
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</ul>
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</div>
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</div>
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<div class="mt-8">
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<h3 class="text-xl font-semibold text-white mb-4">核心玩家对比</h3>
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<div class="grid md:grid-cols-3 gap-4">
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<div class="border border-dashed border-[var(--glass-border)] p-4 rounded-lg">
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<h5 class="font-bold">云赛智联 (600602)</h5>
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<p class="text-sm text-cyan-300">逻辑最纯粹的“地方国资算力龙头”</p>
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<p class="text-xs mt-2 text-gray-400">深度绑定上海政府，在获取能耗指标、土地、订单方面具备天然优势，产业链卡位深厚。</p>
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</div>
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<div class="border border-dashed border-[var(--glass-border)] p-4 rounded-lg">
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<h5 class="font-bold">润泽科技 (300442)</h5>
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<p class="text-sm text-cyan-300">“规模化、全国化布局的民营IDC龙头”</p>
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<p class="text-xs mt-2 text-gray-400">在京津冀、长三角、成渝等核心节点均有布局，规模效应显著，能服务全国性头部客户。</p>
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</div>
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<div class="border border-dashed border-[var(--glass-border)] p-4 rounded-lg">
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<h5 class="font-bold">直真科技 (003007)</h5>
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<p class="text-sm text-cyan-300">“算力网络时代的‘卖铲人’”</p>
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<p class="text-xs mt-2 text-gray-400">提供解决“算力孤岛”问题的核心软件，逻辑稀缺，价值随算力节点增多而呈网络效应增长。</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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</section>
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<!-- Section 6: Risks & Challenges -->
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<section class="mb-12">
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<div class="glass-card p-6 md:p-8">
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<h2 class="text-2xl font-bold mb-4 font-mono-sc border-b border-[var(--glass-border)] pb-2 text-red-400">潜在风险与挑战</h2>
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<div class="grid md:grid-cols-2 gap-x-8 gap-y-4">
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<div>
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<h4 class="font-semibold text-yellow-300">技术风险</h4>
|
||
<p class="text-sm text-gray-400">国产芯片生态瓶颈、软件栈兼容性不足；“东数西算”网络时延与成本问题。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-yellow-300">商业化风险</h4>
|
||
<p class="text-sm text-gray-400">高昂的建设运营成本；补贴退坡后市场接受度；需求结构失衡，推理应用尚未爆发。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-yellow-300">政策与竞争风险</h4>
|
||
<p class="text-sm text-gray-400">美国先进芯片进口限制；各地同质化竞争加剧，可能引发价格战。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-yellow-300">信息交叉验证风险</h4>
|
||
<p class="text-sm text-gray-400">宏大规划目标与企业实际采购行为存在矛盾；算力单位内涵模糊，可能高估实际规模。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Section 7: Supporting Data -->
|
||
<section class="mb-12">
|
||
<div x-data="{ tab: 'news' }" class="glass-card p-6 md:p-8">
|
||
<h2 class="text-2xl font-bold mb-4 font-mono-sc border-b border-[var(--glass-border)] pb-2 text-glow">原始数据摘要</h2>
|
||
<div class="tabs tabs-boxed bg-black/30 mb-4">
|
||
<a class="tab alpine-tab flex-1" :class="{ 'alpine-tab-active': tab === 'news' }" @click.prevent="tab = 'news'">新闻数据</a>
|
||
<a class="tab alpine-tab flex-1" :class="{ 'alpine-tab-active': tab === 'roadshow' }" @click.prevent="tab = 'roadshow'">路演数据</a>
|
||
<a class="tab alpine-tab flex-1" :class="{ 'alpine-tab-active': tab === 'research' }" @click.prevent="tab = 'research'">研报数据</a>
|
||
</div>
|
||
|
||
<div x-show="tab === 'news'" class="text-sm space-y-3 text-gray-300">
|
||
<p><strong class="text-white">深圳：</strong>目标2026年智算力超80E FLOPS，建“一超多强”体系，推进“鹏城云脑Ⅲ”，建4000P开放智算中心，并设算力调度平台与5亿元训力券。</p>
|
||
<p><strong class="text-white">上海：</strong>目标2027年智算规模达20EFLOPS（自主可控>70%），产业规模破2000亿元。对重点智算中心给予能耗优先保障。</p>
|
||
<p><strong class="text-white">河南/郑州：</strong>目标2027年全省算力超120EFlops（高性能>80%），打造面向东部、辐射全国的算力调度核心枢纽。</p>
|
||
<p><strong class="text-white">杭州：</strong>发布市算力资源调度服务平台，体现政府对算力基建的重视。</p>
|
||
<p><strong class="text-white">“东数西算”节点：</strong>各节点城市均有明确算力目标，头部云厂（三大运营商、阿里、腾讯）在多数核心节点均有大量智算布局。</p>
|
||
</div>
|
||
|
||
<div x-show="tab === 'roadshow'" class="text-sm space-y-3 text-gray-300" style="display: none;">
|
||
<p><strong class="text-white">政策目标：</strong>北京目标2025年4.5EFLOPS（国产化率2027年100%），上海目标2025年3EFLOPS（国产芯片占比50%）。</p>
|
||
<p><strong class="text-white">上海建设动态 (云赛智联)：</strong>松江数据中心二期2024年底投运，规划1124个高功率机架。参股公司采购大量英伟达H800及华为昇腾910芯片。</p>
|
||
<p><strong class="text-white">京津冀建设动态：</strong>润泽科技在廊坊规划10万卡集群智算中心；奥飞数据在天津武清加速交付。</p>
|
||
<p><strong class="text-white">应用需求：</strong>自动驾驶（特斯拉在北京落地数据训练中心）、政务（云赛智联为上海政府提供数据服务）、企业AI（OpenAI接口代理业务年增速超100%）。</p>
|
||
</div>
|
||
|
||
<div x-show="tab === 'research'" class="text-sm space-y-3 text-gray-300" style="display: none;">
|
||
<p><strong class="text-white">网络建设：</strong>核心城市普遍提出构建毫秒级时延圈（如市内1ms），并应用400G/800G OTN、IPv6+等先进技术升级网络基础设施。</p>
|
||
<p><strong class="text-white">建设格局：</strong>智算中心以东部为主，京津冀、长三角、粤港澳、成渝为四大核心区。地方政府积极构建300-1000PFLOPS的大型算力节点。</p>
|
||
<p><strong class="text-white">面临挑战：</strong>面临电力消耗大、运维难度大、“算力孤岛”等运维问题；大模型训练和迁移存在技术门槛；先进芯片进口受限与国产芯片生态不成熟的供应链问题。</p>
|
||
<p><strong class="text-white">发展趋势：</strong>规模化与集约化（改变“小、散”局面）、网络升级、技术创新与国产化、构建“建运一体”的产业生态是主要解决方案。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Section 8: Stock Tables -->
|
||
<section class="mb-12">
|
||
<h2 class="text-3xl font-bold mb-6 text-center font-mono-sc text-glow">相关概念股一览</h2>
|
||
|
||
<!-- Table 1: Core Concept Stocks -->
|
||
<div class="glass-card p-4 md:p-6 mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-cyan-300">核心城市及东数西算节点布局</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-sm w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>地区/节点</th>
|
||
<th>股票名称</th>
|
||
<th>核心逻辑</th>
|
||
<th>算力目标</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td rowspan="4" class="font-semibold align-middle">京津冀(张家口)</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300738" target="_blank" class="link link-hover">奥飞数据 (300738)</a></td><td>京津冀地区相关公司</td><td rowspan="4" class="align-middle">北京4.5万P, 河北3.8万P (25年)</td>
|
||
</tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=300383" target="_blank" class="link link-hover">光环新网 (300383)</a></td><td>京津冀(张家口)地区相关公司</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=603881" target="_blank" class="link link-hover">数据港 (603881)</a></td><td>京津冀(张家口)地区相关公司</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=002335" target="_blank" class="link link-hover">科华数据 (002335)</a></td><td>京津冀(张家口)地区相关公司</td></tr>
|
||
|
||
<tr>
|
||
<td rowspan="2" class="font-semibold align-middle">长三角(上海+芜湖)</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600602" target="_blank" class="link link-hover">云赛智联 (600602)</a></td><td>松江、临港智算中心</td><td rowspan="2" class="align-middle">芜湖集群 4.5万P (27年)</td>
|
||
</tr>
|
||
<tr><td>ST华通</td><td>芜湖珑腾智算互联网产业园</td></tr>
|
||
|
||
<tr>
|
||
<td class="font-semibold align-middle">粤港澳(韶关)</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300042" target="_blank" class="link link-hover">朗科科技 (300042)</a></td><td>韶关市国资唯一控股的算力产业平台</td><td class="align-middle">50万标准机架 (25年)</td>
|
||
</tr>
|
||
|
||
<tr>
|
||
<td rowspan="2" class="font-semibold align-middle">成渝</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300442" target="_blank" class="link link-hover">润泽科技 (300442)</a></td><td>成渝地区相关公司</td><td rowspan="2" class="align-middle">成都4万P(27年), 重庆3.5万P(26年)</td>
|
||
</tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=300738" target="_blank" class="link link-hover">奥飞数据 (300738)</a></td><td>成渝地区相关公司</td></tr>
|
||
|
||
<tr>
|
||
<td class="font-semibold align-middle">庆阳</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300657" target="_blank" class="link link-hover">弘信电子 (300657)</a></td><td>建设全国首个国产燧原大规模集群</td><td class="align-middle">15万P (25年)</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold align-middle">贵阳</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600996" target="_blank" class="link link-hover">贵广网络 (600996)</a></td><td>贵州省属企业</td><td class="align-middle">15万P (25年)</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold align-middle">宁夏</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000815" target="_blank" class="link link-hover">美利云 (000815)</a></td><td>宁夏中卫本地数据中心</td><td class="align-middle">80万P (27年)</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold align-middle">内蒙</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600589" target="_blank" class="link link-hover">大位科技 (600589)</a></td><td>内蒙地区相关公司</td><td class="align-middle">和林格尔7.9万P (25年)</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold align-middle">其他核心城市</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600126" target="_blank" class="link link-hover">杭钢股份 (600126)</a></td><td>杭州</td><td class="align-middle">-</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Table 2: Rise Analysis -->
|
||
<div class="glass-card p-4 md:p-6">
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-300">市场热点事件驱动分析</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-sm w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>日期</th>
|
||
<th>涨幅</th>
|
||
<th>核心驱动逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300500" target="_blank" class="link link-hover">启迪设计 (300500)</a></td>
|
||
<td class="font-mono-sc">2025-08-01</td>
|
||
<td class="text-red-400 font-mono-sc">20.0%</td>
|
||
<td class="text-sm">华为宣布新增1.2 EFLOPS昇腾算力，市场确认其为“昇腾智算中心EPC设计龙头”。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=003007" target="_blank" class="link link-hover">直真科技 (003007)</a></td>
|
||
<td class="font-mono-sc">2025-07-25</td>
|
||
<td class="text-red-400 font-mono-sc">10.01%</td>
|
||
<td class="text-sm">政策强制建设算力调度平台，叠加公司4.8亿元运营商大单落地，成为算力运维环节直接受益标的。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002849" target="_blank" class="link link-hover">威星智能 (002849)</a></td>
|
||
<td class="font-mono-sc">2025-09-22</td>
|
||
<td class="text-red-400 font-mono-sc">9.97%</td>
|
||
<td class="text-sm">“贵安AI智算中心”因摩尔线程IPO及贵州专项债落地，项目由“缺钱暂停”转为“资金到位”。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600410" target="_blank" class="link link-hover">华胜天成 (600410)</a></td>
|
||
<td class="font-mono-sc">2025-11-18</td>
|
||
<td class="text-red-400 font-mono-sc">9.99%</td>
|
||
<td class="text-sm">资金抢筹华为“CANN 4.0/昇腾910C”算力利用率提升技术发布，公司是已落地昇腾智算中心的总包商。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600658" target="_blank" class="link link-hover">电子城 (600658)</a></td>
|
||
<td class="font-mono-sc">2025-08-12</td>
|
||
<td class="text-red-400 font-mono-sc">9.96%</td>
|
||
<td class="text-sm">北京数字经济算力中心落地公司产业园并列入北京市重点工程。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688256" target="_blank" class="link link-hover">寒武纪 (688256)</a></td>
|
||
<td class="font-mono-sc">2025-08-12</td>
|
||
<td class="text-red-400 font-mono-sc">20.0%</td>
|
||
<td class="text-sm">政策强制国产AI芯片份额+运营商集采点名+央企7.8亿元预付款三箭齐发。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Footer -->
|
||
<footer class="text-center mt-12 text-xs text-gray-600 font-mono-sc">
|
||
<p>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>
|
||
<p>本报告基于公开信息由AI合成，不构成任何投资建议，投资有风险，入市需谨慎。</p>
|
||
<p>© 2024 北京价值前沿科技有限公司. All Rights Reserved.</p>
|
||
</footer>
|
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|
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</div>
|
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|
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|
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|
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|
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