353 lines
19 KiB
HTML
353 lines
19 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="dark">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>高通概念：AI时代的连接计算革命</title>
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<!-- DaisyUI & Tailwind CSS -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.24/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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<!-- Google Fonts: Inter -->
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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;800&display=swap" rel="stylesheet">
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<!-- Font Awesome for Icons -->
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<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.5.1/css/all.min.css">
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<style>
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:root {
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--fallback-font: 'Inter', ui-sans-serif, system-ui, sans-serif;
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}
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body {
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font-family: var(--fallback-font);
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}
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/* Custom Animations */
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@keyframes float {
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0%, 100% { transform: translateY(0px); }
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50% { transform: translateY(-10px); }
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}
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.animate-float {
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animation: float 3s ease-in-out infinite;
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}
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/* Custom Scrollbar */
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::-webkit-scrollbar {
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width: 8px;
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}
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::-webkit-scrollbar-track {
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background: #1a1a1a;
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}
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::-webkit-scrollbar-thumb {
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background: #4a5568;
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border-radius: 4px;
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}
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::-webkit-scrollbar-thumb:hover {
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background: #718096;
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}
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/* Timeline Styles */
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.timeline-line::before {
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content: '';
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position: absolute;
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left: 7px;
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top: 0;
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bottom: 0;
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width: 2px;
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background: linear-gradient(to bottom, #3b82f6, #8b5cf6);
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}
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.timeline-dot {
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position: absolute;
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left: 0;
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top: 5px;
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width: 16px;
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height: 16px;
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border-radius: 50%;
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background-color: #1e293b;
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border: 2px solid #3b82f6;
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z-index: 1;
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}
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/* Responsive Table Styles */
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@media (max-width: 768px) {
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.responsive-table thead {
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display: none;
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}
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.responsive-table, .responsive-table tbody, .responsive-table tr, .responsive-table td {
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display: block;
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width: 100% !important;
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}
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.responsive-table tr {
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margin-bottom: 1rem;
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border: 1px solid #475569;
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border-radius: 0.5rem;
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padding: 0.5rem;
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}
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.responsive-table td {
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text-align: right !important;
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padding-left: 50% !important;
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position: relative;
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}
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.responsive-table td::before {
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content: attr(data-label) ": ";
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position: absolute;
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left: 1rem;
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width: calc(50% - 2rem);
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font-weight: 600;
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color: #cbd5e1;
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text-align: left;
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}
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}
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</style>
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</head>
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<body class="bg-base-100 text-base-content">
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<!-- Hero Section -->
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<div class="hero min-h-[60vh] bg-gradient-to-r from-base-900 via-base-800 to-base-900" style="background-image: url('https://images.unsplash.com/photo-1534723452862-4c874018d66d?q=80&w=2070&auto=format&fit=crop'); background-size: cover; background-position: center;">
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<div class="hero-overlay bg-opacity-80 bg-gradient-to-r from-black/70 via-gray-900/80 to-black/70"></div>
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<div class="hero-content text-center text-neutral-content p-8 md:p-16">
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<div class="max-w-4xl">
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<h1 class="mb-5 text-5xl md:text-7xl font-bold bg-gradient-to-r from-blue-400 via-purple-400 to-pink-400 bg-clip-text text-transparent animate-float">
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高通概念
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</h1>
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<p class="mb-5 text-lg md:text-xl font-light text-gray-300">
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从手机周期到AI成长：一场由“端侧AI”驱动的价值重估
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</p>
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<div class="flex flex-wrap justify-center gap-2 text-sm">
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<span class="badge badge-primary badge-lg p-4">端侧AI</span>
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<span class="badge badge-secondary badge-lg p-4">AI连接计算</span>
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<span class="badge badge-accent badge-lg p-4">价值重估</span>
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</div>
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</div>
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</div>
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</div>
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<!-- Main Content -->
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<main class="container mx-auto px-4 md:px-8 py-8 md:py-16">
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<!-- Section 1: Concept Timeline -->
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<section class="mb-16">
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<h2 class="text-3xl md:text-4xl font-bold mb-6 text-center">
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<i class="fas fa-history mr-2 text-blue-400"></i>概念演进与关键节点
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</h2>
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<div class="timeline-container relative border-l-2 border-blue-500 ml-4 md:ml-8">
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<!-- Timeline items will be inserted here by JS for clarity, but can be static HTML too. For simplicity, using static HTML -->
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<div class="timeline-item mb-10 ml-6">
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<div class="timeline-dot"></div>
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<div class="timeline-content bg-base-200 p-4 rounded-lg shadow-lg">
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<h3 class="font-bold text-lg text-blue-300">2023.08 - 11 | 战略转型期</h3>
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<p class="text-sm">明确提出“混合式AI”战略，发布骁龙X Elite平台，标志向AI连接计算公司转型。</p>
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</div>
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</div>
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<div class="timeline-item mb-10 ml-6">
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<div class="timeline-dot" style="border-color: #10b981;"></div>
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<div class="timeline-content bg-base-200 p-4 rounded-lg shadow-lg">
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<h3 class="font-bold text-lg text-green-300">2024.12.21 | 法律风险解除</h3>
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<p class="text-sm">在与Arm的诉讼案中关键问题获胜，为自研Oryon CPU扫清障碍。</p>
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</div>
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</div>
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<div class="timeline-item mb-10 ml-6">
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<div class="timeline-dot" style="border-color: #f59e0b;"></div>
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<div class="timeline-content bg-base-200 p-4 rounded-lg shadow-lg">
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<h3 class="font-bold text-lg text-amber-300">2025.10.10 | 新风险出现</h3>
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<p class="text-sm">因收购Autotalks未依法申报，遭中国市场监管总局立案调查，带来新不确定性。</p>
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</div>
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</div>
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<div class="timeline-item mb-10 ml-6">
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<div class="timeline-dot" style="border-color: #ec4899;"></div>
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<div class="timeline-content bg-base-200 p-4 rounded-lg shadow-lg">
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<h3 class="font-bold text-lg text-pink-300">2025.10.28 | 概念边界扩张</h3>
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<p class="text-sm">推出数据中心AI芯片，正式向英伟达发起挑战，引发股价大涨。</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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<!-- Section 2: Core Logic & Market Perception -->
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<section class="mb-16">
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<h2 class="text-3xl md:text-4xl font-bold mb-6 text-center">
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<i class="fas fa-brain mr-2 text-purple-400"></i>核心逻辑与市场认知
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<!-- Card 1: Core Logic -->
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<div class="card bg-gradient-to-br from-base-200 to-base-300 shadow-xl">
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<div class="card-body">
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<h3 class="card-title text-lg">
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<i class="fas fa-microchip text-info"></i>
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核心驱动力
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</h3>
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<p>AI计算范式从云端向端侧/边缘侧转移。高通凭借异构计算领导力、AI生态护城河及全场景覆盖能力，成为该趋势的核心受益者。</p>
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<div class="card-actions justify-end">
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<a href="#insight-core" class="btn btn-primary btn-sm">深入了解</a>
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</div>
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</div>
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</div>
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<!-- Card 2: Market Sentiment -->
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<div class="card bg-gradient-to-br from-secondary to-secondary-focus shadow-xl">
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<div class="card-body">
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<h3 class="card-title text-lg">
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<i class="fas fa-fire text-secondary-content"></i>
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市场热度
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</h3>
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<p>市场情绪高度乐观，视高通为“端侧AI期权”和最纯粹的AI硬件受益标的。一致预期其估值将从周期股向成长股重塑。</p>
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<div class="card-actions justify-end">
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<span class="badge badge-error badge-lg">高预期</span>
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</div>
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</div>
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</div>
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<!-- Card 3: Expectation Gap -->
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<div class="card bg-gradient-to-br from-warning to-warning-content shadow-xl">
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<div class="card-body">
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<h3 class="card-title text-lg text-base-100">
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<i class="fas fa-exclamation-triangle text-base-100"></i>
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潜在预期差
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</h3>
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<p class="text-base-100">市场或低估了执行层面的挑战（如PC市场竞争）、监管风险的严重性（中国反垄断）以及数据中心竞争的非对称性。</p>
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<div class="card-actions justify-end">
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<a href="#insight-risk" class="btn btn-warning btn-sm">查看风险</a>
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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 3: Stock Data Table -->
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<section id="stock-table" class="mb-16">
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<h2 class="text-3xl md:text-4xl font-bold mb-6 text-center">
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<i class="fas fa-chart-line mr-2 text-green-400"></i>产业链核心标的
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</h2>
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<div class="overflow-x-auto bg-base-200 rounded-lg p-4 shadow-xl">
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<table class="table responsive-table">
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<thead>
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<tr>
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<th>股票名称</th>
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<th>分类</th>
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<th>合作项目/理由</th>
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<th>信息来源</th>
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</tr>
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</thead>
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<tbody>
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<tr class="hover">
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<td data-label="股票名称" class="font-bold text-blue-300">中科创达</td>
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<td data-label="分类"><span class="badge badge-info">智驾</span></td>
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<td data-label="合作项目/理由">高通核心战略合作伙伴；推出基于高通平台的智能汽车参考设计及AI眼镜。</td>
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<td data-label="信息来源"><span class="badge badge-outline">半年报</span></td>
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</tr>
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<tr class="hover">
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<td data-label="股票名称" class="font-bold text-blue-300">佰维存储</td>
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<td data-label="分类"><span class="badge badge-success">存储</span></td>
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<td data-label="合作项目/理由">主要产品已进入高通合格供应商清单，受益于AI芯片对存储需求的提升。</td>
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<td data-label="信息来源"><span class="badge badge-outline">公告</span></td>
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</tr>
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<tr class="hover">
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<td data-label="股票名称" class="font-bold text-blue-300">顺络电子</td>
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<td data-label="分类"><span class="badge badge-warning">电感</span></td>
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<td data-label="合作项目/理由">小尺寸功率电感产品成功进入高通认证方案，为国内首发。</td>
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<td data-label="信息来源"><span class="badge badge-outline">互动</span></td>
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</tr>
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<tr class="hover">
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<td data-label="股票名称" class="font-bold text-blue-300">移远通信</td>
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<td data-label="分类"><span class="badge badge-accent">采购/模组</span></td>
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<td data-label="合作项目/理由">公司第一大供应商为高通，采购占比约60%。推出高通平台网联+座舱解决方案。</td>
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<td data-label="信息来源"><span class="badge badge-outline">公告/半年报</span></td>
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</tr>
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<tr class="hover">
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<td data-label="股票名称" class="font-bold text-blue-300">虹软科技</td>
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<td data-label="分类"><span class="badge badge-info">智驾</span></td>
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<td data-label="合作项目/理由">依托高通Snapdragon Ride平台构建辅助驾驶系统解决方案。</td>
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<td data-label="信息来源"><span class="badge badge-outline">调研</span></td>
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</tr>
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<tr class="hover">
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<td data-label="股票名称" class="font-bold text-blue-300">龙迅股份</td>
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<td data-label="分类"><span class="badge badge-secondary">其他</span></td>
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<td data-label="合作项目/理由">芯片产品被高通纳入其参考设计平台。</td>
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<td data-label="信息来源"><span class="badge badge-outline">公告</span></td>
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</tr>
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<tr class="hover">
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<td data-label="股票名称" class="font-bold text-blue-300">润欣科技</td>
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<td data-label="分类"><span class="badge badge-warning">分销</span></td>
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<td data-label="合作项目/理由">高通在中国本土的授权代理商之一。</td>
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<td data-label="信息来源"><span class="badge badge-outline">互动</span></td>
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</tr>
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<tr class="hover">
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<td data-label="股票名称" class="font-bold text-blue-300">长电科技</td>
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<td data-label="分类"><span class="badge badge-secondary">其他</span></td>
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<td data-label="合作项目/理由">旗下不同工厂与高通有紧密合作，曾获高通“卓越供应商奖”。</td>
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<td data-label="信息来源"><span class="badge badge-outline">互动</span></td>
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</tr>
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</tbody>
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</table>
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</div>
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</section>
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<!-- Section 4: Future & Risks (Collapsible) -->
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<section id="insight-risk" class="mb-16">
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<h2 class="text-3xl md:text-4xl font-bold mb-6 text-center">
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<i class="fas fa-binoculars mr-2 text-cyan-400"></i>未来展望与潜在风险
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</h2>
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<div class="space-y-4">
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<!-- Collapsible Item 1: Catalysts -->
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<div class="collapse collapse-arrow bg-base-200">
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<input type="radio" name="my-accordion-2" checked="checked" />
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<div class="collapse-title text-xl font-medium">
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<i class="fas fa-rocket mr-2 text-success"></i> 关键催化剂
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</div>
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<div class="collapse-content">
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<ul class="list-disc list-inside space-y-2">
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<li><strong>PC销量验证：</strong>搭载骁龙X Elite的PC市场反响，是检验其PC战略成功与否的首次大考。</li>
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<li><strong>反垄断调查进展：</strong>中国监管机构调查的任何新动向都将是影响市场情绪的关键。</li>
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<li><strong>旗舰手机表现：</strong>三星等头部OEM新机型的市场表现，将继续巩固其手机基本盘。</li>
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<li><strong>汽车订单持续落地：</strong>财报中汽车业务能否保持高增长，是多元化故事的重要支撑。</li>
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</ul>
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</div>
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</div>
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<!-- Collapsible Item 2: Risks -->
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<div class="collapse collapse-arrow bg-base-200">
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<input type="radio" name="my-accordion-2" />
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<div class="collapse-title text-xl font-medium">
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<i class="fas fa-shield-halved mr-2 text-error"></i> 主要风险挑战
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</div>
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<div class="collapse-content">
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<ul class="list-disc list-inside space-y-2">
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<li><strong>技术竞争：</strong>在PC和数据中心市场，面临英特尔、AMD和英伟达的深厚壁垒。</li>
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<li><strong>商业化不及预期：</strong>Windows on ARM生态的成熟度及用户接受度存在不确定性。</li>
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<li><strong>监管风险（首要）：</strong>中国的反垄断调查可能限制其商业行为，对长期增长构成潜在威胁。</li>
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<li><strong>成本压力：</strong>先进的AI方案（如NPU+3D DRAM）增加成本，可能阻碍在中端市场的普及。</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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</main>
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<!-- Footer -->
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<footer class="footer footer-center p-10 bg-base-300 text-base-content">
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<div>
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<p class="font-bold">
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高通概念深度分析
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</p>
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<p>基于公开新闻、路演及Insight数据生成</p>
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<p class="mt-2">© 2025 AI Financial Designer</p>
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</div>
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</footer>
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<!-- Smooth Scroll -->
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<script>
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// This is a simple script for adding 'data-label' for responsive table
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document.addEventListener('DOMContentLoaded', () => {
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const table = document.querySelector('.responsive-table');
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if (table) {
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const headers = Array.from(table.querySelectorAll('thead th')).map(th => th.textContent.trim());
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</script>
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</body>
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</html>
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