331 lines
26 KiB
HTML
331 lines
26 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="zh-CN" data-theme="night">
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>AI语音助手 - 深度概念研报</title>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
|
||
<style>
|
||
@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
|
||
body {
|
||
font-family: 'Noto Sans SC', sans-serif;
|
||
background-color: #000010;
|
||
background-image:
|
||
radial-gradient(ellipse 80% 50% at 50% -20%, rgba(120, 119, 198, 0.3), transparent),
|
||
radial-gradient(ellipse 80% 50% at 50% 120%, rgba(39, 10, 81, 0.3), transparent);
|
||
color: #e0e0e0;
|
||
}
|
||
.glass-card {
|
||
background: rgba(20, 20, 40, 0.4);
|
||
backdrop-filter: blur(20px);
|
||
-webkit-backdrop-filter: blur(20px);
|
||
border: 1px solid rgba(255, 255, 255, 0.1);
|
||
border-radius: 2rem;
|
||
transition: all 0.3s ease;
|
||
box-shadow: 0 8px 32px 0 rgba(31, 38, 135, 0.1);
|
||
}
|
||
.glass-card:hover {
|
||
transform: translateY(-5px) scale(1.01);
|
||
border-color: rgba(120, 119, 198, 0.5);
|
||
box-shadow: 0 0 40px rgba(120, 119, 198, 0.2);
|
||
}
|
||
.bento-grid {
|
||
display: grid;
|
||
grid-template-columns: repeat(12, 1fr);
|
||
gap: 1.5rem;
|
||
}
|
||
.bento-item {
|
||
padding: 1.5rem 2rem;
|
||
}
|
||
.card-title {
|
||
color: #f0f0f0;
|
||
font-weight: 700;
|
||
border-bottom: 1px solid rgba(255, 255, 255, 0.15);
|
||
padding-bottom: 0.75rem;
|
||
margin-bottom: 1rem;
|
||
display: flex;
|
||
align-items: center;
|
||
gap: 0.75rem;
|
||
}
|
||
.card-title .icon {
|
||
width: 24px;
|
||
height: 24px;
|
||
color: #a8a2f4;
|
||
}
|
||
.content-list li {
|
||
position: relative;
|
||
padding-left: 1.5rem;
|
||
margin-bottom: 0.75rem;
|
||
}
|
||
.content-list li::before {
|
||
content: '›';
|
||
position: absolute;
|
||
left: 0;
|
||
top: -2px;
|
||
color: #a8a2f4;
|
||
font-size: 1.5rem;
|
||
font-weight: 700;
|
||
}
|
||
.highlight-text {
|
||
color: #c7d2fe;
|
||
font-weight: 500;
|
||
}
|
||
.table th, .table td {
|
||
border-color: rgba(255, 255, 255, 0.15);
|
||
}
|
||
.table th {
|
||
color: #e0e0e0;
|
||
background-color: rgba(255, 255, 255, 0.05);
|
||
}
|
||
.table tr:hover td {
|
||
background-color: rgba(255, 255, 255, 0.08);
|
||
}
|
||
.disclaimer {
|
||
background: linear-gradient(90deg, rgba(120, 119, 198, 0.1), transparent);
|
||
border-left: 3px solid #a8a2f4;
|
||
padding: 1rem;
|
||
border-radius: 0.5rem;
|
||
margin-top: 1.5rem;
|
||
font-size: 0.875rem;
|
||
color: #c7d2fe;
|
||
}
|
||
.tag {
|
||
background-color: rgba(168, 162, 244, 0.1);
|
||
color: #a8a2f4;
|
||
padding: 0.25rem 0.75rem;
|
||
border-radius: 9999px;
|
||
font-size: 0.8rem;
|
||
font-weight: 500;
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="min-h-screen p-4 sm:p-8">
|
||
<div class="max-w-screen-2xl mx-auto">
|
||
<!-- Header -->
|
||
<header class="text-center py-8 mb-8">
|
||
<h1 class="text-4xl md:text-6xl font-bold bg-clip-text text-transparent bg-gradient-to-r from-indigo-300 via-purple-300 to-white">
|
||
AI语音助手
|
||
</h1>
|
||
<p class="text-lg md:text-xl text-indigo-200 mt-4 max-w-4xl mx-auto">
|
||
由端到端多模态大模型驱动的下一代操作系统与流量入口，人机交互范式的革命已经到来。
|
||
</p>
|
||
<div class="disclaimer max-w-4xl mx-auto text-left">
|
||
<p><strong>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。</strong></p>
|
||
<p>本报告为AI合成数据，内容仅供参考，不构成任何投资建议，投资需谨慎。</p>
|
||
</div>
|
||
</header>
|
||
|
||
<!-- Bento Grid Layout -->
|
||
<main class="bento-grid">
|
||
|
||
<!-- 概念事件 -->
|
||
<section class="glass-card bento-item" style="grid-column: span 12 / span 12; md:grid-column: span 7 / span 7;">
|
||
<h2 class="card-title">
|
||
<svg class="icon" xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M15.362 5.214A8.252 8.252 0 0 1 12 21 8.25 8.25 0 0 1 6.038 7.047 8.287 8.287 0 0 0 9 9.601a8.287 8.287 0 0 0 3-1.001 8.25 8.25 0 0 1 3.362-3.386Z" /><path stroke-linecap="round" stroke-linejoin="round" d="M16.5 7.5c0-1.845-1.493-3.345-3.345-3.345-1.845 0-3.345 1.493-3.345 3.345 0 1.343.812 2.493 2.005 2.975V10.5a.75.75 0 0 1 .75-.75h1.19a.75.75 0 0 1 .75.75v-.525c1.193-.482 2.005-1.632 2.005-2.975Z" /></svg>
|
||
概念事件：从指令到对话的范式革命
|
||
</h2>
|
||
<ul class="space-y-4">
|
||
<li><strong class="text-indigo-300">技术奠基期 (2024前):</strong> 传统语音助手 (Siri, Alexa) 基于指令式交互，响应慢、缺乏上下文理解和情感能力。</li>
|
||
<li class="p-4 rounded-2xl bg-white/5 border border-white/10"><strong class="text-purple-300">范式革命 (2024.05):</strong> OpenAI发布 <span class="tag">GPT-4o</span>，端到端多模态模型将音频响应延迟降至 <span class="highlight-text">平均320毫秒</span>，接近人类水平，并支持情感表达与随时打断，标志着 <span class="highlight-text">“实时对话”</span> 时代开启。</li>
|
||
<li><strong class="text-indigo-300">巨头跟进 (2024.07-09):</strong>
|
||
<ul class="list-disc pl-5 mt-2 space-y-2 text-indigo-200">
|
||
<li>谷歌宣布 <span class="highlight-text">Gemini</span> 全面取代 Google Assistant，并发布 <span class="tag">Gemini Live</span> 对标GPT-4o。</li>
|
||
<li>国内厂商迅速响应：科大讯飞推出“小星畅聊”，小米升级“大模型小爱”。</li>
|
||
<li>赛轮思与雷诺合作，将生成式AI引入车载助手 <span class="tag">Reno</span>。</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong class="text-indigo-300">生态扩散 (2024 Q4及以后):</strong> 昆仑万维、苹果新版Siri等产品蓄势待发，AI手机、智能眼镜等硬件与各类应用密集集成语音功能，生态全面爆发。</li>
|
||
</ul>
|
||
</section>
|
||
|
||
<!-- 核心观点摘要 -->
|
||
<section class="glass-card bento-item" style="grid-column: span 12 / span 12; md:grid-column: span 5 / span 5;">
|
||
<h2 class="card-title">
|
||
<svg class="icon" xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="m3.75 13.5 10.5-11.25L12 10.5h8.25L9.75 21.75 12 13.5H3.75Z" /></svg>
|
||
核心观点摘要
|
||
</h2>
|
||
<p class="text-indigo-100">AI语音助手正处于由 <span class="highlight-text">技术突破引爆的全新产品周期起点</span>。其核心驱动力是端到端多模态大模型带来的 <span class="tag">“实时性”</span> 和 <span class="tag">“情感化”</span> 革命，使语音交互从“功能指令”升级为“类人对话”。未来，AI语音助手有望成为下一代操作系统和流量入口，重塑人机交互范式，其潜力巨大，但商业模式和生态整合仍处于早期探索阶段。</p>
|
||
</section>
|
||
|
||
<!-- 市场认知与预期差 -->
|
||
<section class="glass-card bento-item" style="grid-column: span 12 / span 12;">
|
||
<h2 class="card-title">
|
||
<svg class="icon" xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M2.25 18 9 11.25l4.306 4.306a11.95 11.95 0 0 1 5.814-5.518l2.74-1.22m0 0-5.94-2.281m5.94 2.28-2.28 5.941" /></svg>
|
||
核心逻辑与市场预期差分析
|
||
</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div>
|
||
<h3 class="font-semibold text-lg text-purple-300 mb-2">核心驱动力</h3>
|
||
<ul class="content-list text-sm">
|
||
<li><strong>技术范式革命:</strong> 端到端多模态大模型实现毫秒级响应，解决延迟痛点。</li>
|
||
<li><strong>交互体验升级:</strong> “打断能力”与“情绪表达”实现从信息传递到情感连接。</li>
|
||
<li><strong>终端入口之争:</strong> 语音被视为下一代“超级入口”，驱动巨头战略投入。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-semibold text-lg text-purple-300 mb-2">市场热度与情绪</h3>
|
||
<p class="text-sm text-indigo-200">市场热度极高，情绪高度乐观。新闻、研报、路演密集轰炸，普遍认为这是一个划时代的变革。市场热情可能部分建立在模糊或不准确的认知上，存在“炒概念”成分。</p>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-semibold text-lg text-purple-300 mb-2">预期差分析</h3>
|
||
<ul class="content-list text-sm">
|
||
<li><strong>生态整合难度:</strong> “支小宝”无法调用滴滴，说明打通第三方应用生态的难度远超预期。</li>
|
||
<li><strong>硬件成本门槛:</strong> 豆包AI手机为保证效果，音频芯片价值量增3-5倍，高质量交互需硬件协同迭代。</li>
|
||
<li><strong>技术理解偏差:</strong> 部分市场分析师混淆Siri、Gemini等产品与合作关系，显示市场认知存在噪音。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 关键催化剂与发展路径 -->
|
||
<section class="glass-card bento-item" style="grid-column: span 12 / span 12; lg:grid-column: span 6 / span 6;">
|
||
<h2 class="card-title">
|
||
<svg class="icon" xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M15.59 14.37a6 6 0 0 1-5.84 7.38v-4.82m5.84-2.56a12.02 12.02 0 0 0-5.84 7.38m5.84-7.38a12.022 12.022 0 0 1-5.84-7.38m5.84 7.38a6 6 0 0 0-5.84-7.38m-5.84 7.38a12.022 12.022 0 0 0 5.84 7.38m-5.84-7.38a6 6 0 0 1 5.84-7.38m0 0a12.022 12.022 0 0 1-5.84 7.38m5.84-7.38L12 5.08M12 5.08a6 6 0 0 0-5.84 7.38" /></svg>
|
||
关键催化剂与发展路径
|
||
</h2>
|
||
<div class="space-y-4">
|
||
<div>
|
||
<h3 class="font-semibold text-lg text-indigo-300 mb-2">近期催化剂 (未来3-6个月)</h3>
|
||
<ul class="content-list text-sm">
|
||
<li>OpenAI GPT-4o语音功能全面开放，接受大规模用户验证。</li>
|
||
<li>苹果新版Siri进展披露，任何官方信息都将是市场焦点。</li>
|
||
<li>国产实时语音助手（如昆仑万维Skyo）上线后的市场表现。</li>
|
||
<li>AI硬件（智能眼镜等）新品发布与销售数据。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-semibold text-lg text-indigo-300 mb-2">长期发展路径</h3>
|
||
<ul class="content-list text-sm">
|
||
<li><strong>第一阶段 (当前-2025):</strong> 功能渗透与体验优化，作为“超级功能”嵌入现有软硬件。</li>
|
||
<li><strong>第二阶段 (2025-2026):</strong> 操作系统级整合，深度融入iOS和Android系统底层。</li>
|
||
<li><strong>第三阶段 (2026以后):</strong> 主动式AI Agent时代，进化为具备记忆、推理、规划能力的“个人智能体”。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 产业链与核心公司 -->
|
||
<section class="glass-card bento-item" style="grid-column: span 12 / span 12; lg:grid-column: span 6 / span 6;">
|
||
<h2 class="card-title">
|
||
<svg class="icon" xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M9.813 15.904 9 18.75l-.813-2.846a4.5 4.5 0 0 0-3.09-3.09L2.25 12l2.846-.813a4.5 4.5 0 0 0 3.09-3.09L9 5.25l.813 2.846a4.5 4.5 0 0 0 3.09 3.09L15.75 12l-2.846.813a4.5 4.5 0 0 0-3.09 3.09ZM18.259 8.715 18 9.75l-.259-1.035a3.375 3.375 0 0 0-2.455-2.456L14.25 6l1.036-.259a3.375 3.375 0 0 0 2.455-2.456L18 2.25l.259 1.035a3.375 3.375 0 0 0 2.456 2.456L21.75 6l-1.035.259a3.375 3.375 0 0 0-2.456 2.456Z" /></svg>
|
||
产业链图谱与核心公司
|
||
</h2>
|
||
<div class="space-y-4 text-sm">
|
||
<div>
|
||
<span class="tag">上游：基础层</span>
|
||
<p class="mt-2 text-indigo-200"><strong>AI算法模型:</strong> OpenAI, Google, 科大讯飞, 百度 <br/><strong>数据服务:</strong> 海天瑞声 <br/><strong>核心硬件:</strong> MEMS麦克风/音频芯片厂商</p>
|
||
</div>
|
||
<div>
|
||
<span class="tag">中游：平台层</span>
|
||
<p class="mt-2 text-indigo-200"><strong>操作系统/平台:</strong> 苹果(Siri), 谷歌(Assistant), 亚马逊(Alexa) <br/><strong>垂直解决方案:</strong> 赛轮思(车载语音)</p>
|
||
</div>
|
||
<div>
|
||
<span class="tag">下游：应用与终端</span>
|
||
<p class="mt-2 text-indigo-200"><strong>硬件终端:</strong> 国光电器, 漫步者, 惠威科技 (音箱/耳机); 苹果, 小米 (手机); Meta (眼镜) <br/><strong>软件应用:</strong> 挖金客, 鼎捷软件, 及各类集成语音助手应用</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-purple-300">核心玩家对比</h4>
|
||
<p class="mt-2 text-indigo-200">
|
||
<span class="highlight-text">领导者:</span> OpenAI (技术), 谷歌 (生态+技术) <br/>
|
||
<span class="highlight-text">核心追赶者:</span> 科大讯飞 (国内龙头/本土化优势), 苹果 (生态壁垒/技术相对落后) <br/>
|
||
<span class="highlight-text">特色玩家:</span> 字节跳动 (C端体验优势), 国光电器/漫步者 (“卖铲人”逻辑)
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 投资结论 -->
|
||
<section class="glass-card bento-item" style="grid-column: span 12 / span 12;">
|
||
<h2 class="card-title">
|
||
<svg class="icon" xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M20.25 6.375c0 2.278-3.694 4.125-8.25 4.125S3.75 8.653 3.75 6.375m16.5 0c0-2.278-3.694-4.125-8.25-4.125S3.75 4.097 3.75 6.375m16.5 0v11.25c0 2.278-3.694 4.125-8.25 4.125s-8.25-1.847-8.25-4.125V6.375m16.5 0v3.75m-16.5-3.75v3.75m16.5 0v3.75C20.25 16.153 16.556 18 12 18s-8.25-1.847-8.25-4.125v-3.75m16.5 0c0 2.278-3.694 4.125-8.25 4.125s-8.25-1.847-8.25-4.125" /></svg>
|
||
综合结论与投资启示
|
||
</h2>
|
||
<div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
|
||
<div>
|
||
<h3 class="font-semibold text-lg text-purple-300 mb-2">综合看法</h3>
|
||
<p class="text-sm text-indigo-200">AI语音助手概念已 <span class="highlight-text">超越纯粹的主题炒作</span>，进入由核心技术突破驱动的、基本面驱动的早期阶段。这是一个长周期、确定性较高的产业趋势，但短期伴随巨大波动。</p>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-semibold text-lg text-purple-300 mb-2">最具投资价值的细分环节</h3>
|
||
<ul class="content-list text-sm">
|
||
<li><strong>核心技术平台方:</strong> 科大讯飞 (国内逻辑最纯粹)。</li>
|
||
<li><strong>上游“卖水者”:</strong> 海天瑞声 (AI训练数据)。</li>
|
||
<li><strong>高性能音频硬件:</strong> 国光电器、漫步者 (终端换代升级)。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-semibold text-lg text-purple-300 mb-2">需重点跟踪的关键指标</h3>
|
||
<ul class="content-list text-sm">
|
||
<li>用户活跃度 (MAU/DAU) 与付费率。</li>
|
||
<li>AI硬件渗透率与出货量。</li>
|
||
<li>生态整合进度 (可控第三方App数量)。</li>
|
||
<li>技术成本变化 (模型API价格)。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 股票列表 -->
|
||
<section class="glass-card bento-item" style="grid-column: span 12 / span 12;">
|
||
<h2 class="card-title">
|
||
<svg class="icon" xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M9 17.25v1.007a3 3 0 0 1-.879 2.122L7.5 21h9l-.621-.621A3 3 0 0 1 15 18.257V17.25m6-12V15a2.25 2.25 0 0 1-2.25 2.25H5.25A2.25 2.25 0 0 1 3 15V5.25A2.25 2.25 0 0 1 5.25 3h13.5A2.25 2.25 0 0 1 21 5.25Z" /></svg>
|
||
相关概念股票池
|
||
</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full text-sm">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>入选理由</th>
|
||
<th class="text-right">自由流通值</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>中胤时尚</td><td><a href="https://valuefrontier.cn/company?scode=300901" target="_blank" class="link link-hover text-indigo-300">300901</a></td><td>参股孙公司数字人产品支持AIGC多模态内容生成，可快速识别语音并一键智能生成视频。</td><td class="text-right">8.8亿</td></tr>
|
||
<tr><td>声迅股份</td><td><a href="https://valuefrontier.cn/company?scode=003004" target="_blank" class="link link-hover text-indigo-300">003004</a></td><td>公司核心技术包括人脸识别技术、禁带品识别技术、语音视频分析技术等。</td><td class="text-right">8.45亿</td></tr>
|
||
<tr><td>南兴股份</td><td><a href="https://valuefrontier.cn/company?scode=002757" target="_blank" class="link link-hover text-indigo-300">002757</a></td><td>子公司唯一网络与微软、OpenAI合作推出新产品“小鹭AIGC智能助手”。</td><td class="text-right">23.06亿</td></tr>
|
||
<tr><td>鼎捷软件</td><td><a href="https://valuefrontier.cn/company?scode=300378" target="_blank" class="link link-hover text-indigo-300">300378</a></td><td>在中国台湾地区发布结合微软OpenAI的个人智能助理“娜娜帮我”。</td><td class="text-right">37.56亿</td></tr>
|
||
<tr><td>惠威科技</td><td><a href="https://valuefrontier.cn/company?scode=002888" target="_blank" class="link link-hover text-indigo-300">002888</a></td><td>音箱、耳机有望成为AI智能助理应用端口，已研发智能音箱及多款智能耳机产品。</td><td class="text-right">6.82亿</td></tr>
|
||
<tr><td>挖金客</td><td><a href="https://valuefrontier.cn/company?scode=301380" target="_blank" class="link link-hover text-indigo-300">301380</a></td><td>为客户提供服务过程中，涉及人工智能技术以及相关应用，具体包括：AI智能语音助手。</td><td class="text-right">10.44亿</td></tr>
|
||
<tr><td>网达软件</td><td><a href="https://valuefrontier.cn/company?scode=603189" target="_blank" class="link link-hover text-indigo-300">603189</a></td><td>已将AI技术应用到“大视频”领域，建立了包含语音识别、虚拟数字人等AI能力平台。</td><td class="text-right">19.66亿</td></tr>
|
||
<tr><td>国光电器</td><td><a href="https://valuefrontier.cn/company?scode=002045" target="_blank" class="link link-hover text-indigo-300">002045</a></td><td>公司与微软合作开发嵌入ChatGPT的智能音箱。</td><td class="text-right">44亿</td></tr>
|
||
<tr><td>漫步者</td><td><a href="https://valuefrontier.cn/company?scode=002351" target="_blank" class="link link-hover text-indigo-300">002351</a></td><td>推出了搭载AI语音助手的TWS耳机，且主营多媒体音箱市场占有率高。</td><td class="text-right">57.15亿</td></tr>
|
||
<tr><td>科大讯飞</td><td><a href="https://valuefrontier.cn/company?scode=002230" target="_blank" class="link link-hover text-indigo-300">002230</a></td><td>智能客服依托公司语音识别、语义理解等AI技术，助力运营商降本增效。</td><td class="text-right">788.62亿</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 涨幅分析补充 -->
|
||
<section class="glass-card bento-item" style="grid-column: span 12 / span 12;">
|
||
<h2 class="card-title">
|
||
<svg class="icon" xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M2.25 18.75a60.07 60.07 0 0 1 15.797 2.101c.727.198 1.453-.342 1.453-1.096V18.75M3.75 4.5v.75A.75.75 0 0 1 3 6h-.75m0 0v-.375c0-.621.504-1.125 1.125-1.125H20.25M2.25 6v9m18-10.5v.75c0 .414.336.75.75.75h.75m-1.5-1.5h.375c.621 0 1.125.504 1.125 1.125v9.75c0 .621-.504 1.125-1.125 1.125h-.375m1.5-1.5H21a.75.75 0 0 0-.75.75v.75m0 0H3.75m0 0h-.375a1.125 1.125 0 0 1-1.125-1.125V15m1.5 1.5v-.75A.75.75 0 0 0 3 15h-.75M15 10.5a3 3 0 1 1-6 0 3 3 0 0 1 6 0Zm3 0h.008v.008H18V10.5Zm-12 0h.008v.008H6V10.5Z" /></svg>
|
||
涨幅分析补充
|
||
</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full text-sm">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th class="text-right">涨跌幅</th>
|
||
<th>日期</th>
|
||
<th>涨停原因精炼</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>海天瑞声</td><td><a href="https://valuefrontier.cn/company?scode=688787" target="_blank" class="link link-hover text-indigo-300">688787</a></td><td class="text-right text-success">+5.40%</td><td>2025-07-23</td><td>核心驱动：超预期业绩预告（净利增超6倍）。行业层面：AI商业化加速，多语种语音数据需求旺盛。</td></tr>
|
||
<tr><td>蜂助手</td><td><a href="https://valuefrontier.cn/company?scode=301382" target="_blank" class="link link-hover text-indigo-300">301382</a></td><td class="text-right text-success">+5.63%</td><td>2025-06-16</td><td>行业层面：AI智能助手板块整体活跃，板块联动效应。公司层面：增持丰当科技，优化业务布局。</td></tr>
|
||
<tr><td>传音控股</td><td><a href="https://valuefrontier.cn/company?scode=688036" target="_blank" class="link link-hover text-indigo-300">688036</a></td><td class="text-right text-success">+5.86%</td><td>2025-09-25</td><td>核心驱动：券商研报强烈推荐，明确Q3业绩拐点与AI手机布局预期。基本面：与谷歌、字节在AI领域合作预期。</td></tr>
|
||
<tr><td>三六零</td><td><a href="https://valuefrontier.cn/company?scode=601360" target="_blank" class="link link-hover text-indigo-300">601360</a></td><td class="text-right text-success">+6.20%</td><td>2025-07-31</td><td>打造全球访问量最大AI原生搜索引擎，“AI助手”+“CoE专家协同架构”助力商业化落地。</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
</div>
|
||
</body>
|
||
</html> |