445 lines
23 KiB
HTML
445 lines
23 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>AI应用AI语料 - 行业洞察与投资分析</title>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&family=Noto+Sans+SC:wght@300;400;500;700&display=swap" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Tailwind CSS -->
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<script src="https://cdn.jsdelivr.net/npm/@tailwindcss/browser@4"></script>
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<style>
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body {
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font-family: 'Inter', 'Noto Sans SC', sans-serif;
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background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
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min-height: 100vh;
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color: #e2e8f0;
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}
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.card {
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background: rgba(30, 41, 59, 0.7);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(148, 163, 184, 0.1);
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transition: all 0.3s ease;
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}
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.card:hover {
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transform: translateY(-5px);
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box-shadow: 0 20px 25px -5px rgba(0, 0, 0, 0.3);
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}
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.gradient-text {
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background: linear-gradient(135deg, #60a5fa 0%, #a78bfa 100%);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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.timeline-dot {
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width: 12px;
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height: 12px;
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background: #60a5fa;
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border-radius: 50%;
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position: absolute;
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left: -6px;
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top: 6px;
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}
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.timeline-line {
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position: absolute;
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left: 0;
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top: 18px;
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bottom: -18px;
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width: 1px;
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background: rgba(148, 163, 184, 0.2);
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}
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.timeline-item:last-child .timeline-line {
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display: none;
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}
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.badge {
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display: inline-flex;
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align-items: center;
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padding: 0.25rem 0.75rem;
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border-radius: 9999px;
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font-size: 0.75rem;
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font-weight: 500;
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}
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.table-container {
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overflow-x: auto;
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}
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@media (max-width: 768px) {
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.table-container {
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font-size: 0.875rem;
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}
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.card {
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margin-bottom: 1rem;
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}
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}
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#particles-js {
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position: fixed;
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width: 100%;
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height: 100%;
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top: 0;
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left: 0;
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z-index: -1;
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}
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</style>
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</head>
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<body>
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题区域 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">AI应用AI语料</h1>
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<p class="text-xl text-slate-300 max-w-3xl mx-auto">从技术突破到商业化落地的深度洞察与投资分析</p>
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<div class="mt-6 flex justify-center space-x-4">
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<span class="badge bg-blue-500/20 text-blue-300 border border-blue-500/30">
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<i class="fas fa-chart-line mr-2"></i>商业化加速期
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</span>
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<span class="badge bg-purple-500/20 text-purple-300 border border-purple-500/30">
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<i class="fas fa-database mr-2"></i>数据质量驱动
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</span>
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<span class="badge bg-green-500/20 text-green-300 border border-green-500/30">
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<i class="fas fa-rocket mr-2"></i>场景落地
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</span>
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</div>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 gradient-text">概念事件时间轴</h2>
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<div class="relative pl-8">
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="ml-4">
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<h3 class="text-lg font-semibold text-blue-300">2023年2月</h3>
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<p class="text-slate-300">ChatGPT用户数破亿，全球AI应用需求爆发</p>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="ml-4">
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<h3 class="text-lg font-semibold text-blue-300">2023年6月</h3>
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<p class="text-slate-300">方正证券提出"主旋律语料"，人民网、新华网成为监管标杆</p>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="ml-4">
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<h3 class="text-lg font-semibold text-blue-300">2024年3月</h3>
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<p class="text-slate-300">Kimi长文本能力出圈，中文在线、中国科传领涨</p>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="ml-4">
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<h3 class="text-lg font-semibold text-blue-300">2024年7月</h3>
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<p class="text-slate-300">OpenAI发布智能体，北美算力链（新易盛、中际旭创）暴涨</p>
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</div>
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</div>
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<div class="timeline-item relative">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<h3 class="text-lg font-semibold text-blue-300">2025年2月</h3>
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<p class="text-slate-300">DeepSeek成本骤降，B端AI应用（汉得信息、拓尔思）启动</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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<!-- 核心观点摘要 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 gradient-text">核心观点摘要</h2>
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<div class="grid md:grid-cols-3 gap-6">
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<div class="bg-slate-800/50 rounded-lg p-5">
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<div class="text-blue-400 mb-3">
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<i class="fas fa-flag text-2xl"></i>
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</div>
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<h3 class="text-lg font-semibold mb-2">阶段判断</h3>
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<p class="text-slate-300 text-sm">从2023年的"主题炒作"进入2024-2025年的"商业化落地"阶段，核心驱动力从技术突破转向数据质量+场景变现</p>
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</div>
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<div class="bg-slate-800/50 rounded-lg p-5">
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<div class="text-purple-400 mb-3">
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<i class="fas fa-lightbulb text-2xl"></i>
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</div>
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<h3 class="text-lg font-semibold mb-2">核心逻辑</h3>
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<p class="text-slate-300 text-sm">高质量语料是AI应用落地的"燃料"，而低成本大模型（如DeepSeek）是"催化剂"</p>
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</div>
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<div class="bg-slate-800/50 rounded-lg p-5">
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<div class="text-green-400 mb-3">
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<i class="fas fa-chart-pie text-2xl"></i>
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</div>
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<h3 class="text-lg font-semibold mb-2">未来潜力</h3>
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<p class="text-slate-300 text-sm">2025年AI语料市场规模将突破500亿元，垂直领域语料和多模态语料是最大增量</p>
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</div>
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</div>
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</div>
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<!-- 核心驱动力 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 gradient-text">核心驱动力</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 mb-4 text-blue-300">
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<i class="fas fa-microchip mr-2"></i>技术突破
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</h3>
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<div class="grid md:grid-cols-2 gap-4">
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<div class="bg-slate-800/30 rounded-lg p-4">
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<h4 class="font-medium mb-2">多模态模型</h4>
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<p class="text-slate-300 text-sm">Sora（60秒视频生成）、Vidu（16秒1080P视频）验证视频语料需求</p>
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</div>
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<div class="bg-slate-800/30 rounded-lg p-4">
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<h4 class="font-medium mb-2">低成本推理</h4>
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<p class="text-slate-300 text-sm">DeepSeek API价格仅为GPT-4o的1/20，使B端AI Agent商业化可行</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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<h3 class="text-xl font-semibold mb-4 text-purple-300">
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<i class="fas fa-balance-scale mr-2"></i>政策驱动
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</h3>
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<div class="grid md:grid-cols-2 gap-4">
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<div class="bg-slate-800/30 rounded-lg p-4">
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<h4 class="font-medium mb-2">主旋律语料</h4>
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<p class="text-slate-300 text-sm">人民网、新华网等权威内容成为大模型合规刚需</p>
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</div>
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<div class="bg-slate-800/30 rounded-lg p-4">
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<h4 class="font-medium mb-2">数据要素</h4>
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<p class="text-slate-300 text-sm">上海数据交易所推出语料交易挂牌项目，推动语料资产化</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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<h3 class="text-xl font-semibold mb-4 text-green-300">
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<i class="fas fa-coins mr-2"></i>商业化验证
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</h3>
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<div class="grid md:grid-cols-2 gap-4">
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<div class="bg-slate-800/30 rounded-lg p-4">
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<h4 class="font-medium mb-2">美图公司</h4>
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<p class="text-slate-300 text-sm">AI换装功能带动股价+125%，验证C2M场景变现能力</p>
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</div>
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<div class="bg-slate-800/30 rounded-lg p-4">
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<h4 class="font-medium mb-2">北京人力</h4>
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<p class="text-slate-300 text-sm">AI招聘工具简历筛选准确率90%+，Fesco业务提效显著</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 预期差分析 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 gradient-text">预期差分析</h2>
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<div class="space-y-4">
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<div class="bg-slate-800/30 rounded-lg p-4 border-l-4 border-blue-500">
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<h3 class="font-semibold mb-2 text-blue-300">垂直语料溢价</h3>
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<p class="text-slate-300">医疗语料（润达医疗）和金融语料（同花顺）的单条数据价值是通用语料的5-10倍</p>
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</div>
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<div class="bg-slate-800/30 rounded-lg p-4 border-l-4 border-purple-500">
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<h3 class="font-semibold mb-2 text-purple-300">合成数据替代</h3>
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<p class="text-slate-300">Gartner预计2024年60%训练数据来自合成数据，降低对真实语料的依赖</p>
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</div>
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<div class="bg-slate-800/30 rounded-lg p-4 border-l-4 border-green-500">
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<h3 class="font-semibold mb-2 text-green-300">端侧模型需求</h3>
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<p class="text-slate-300">苹果M4芯片（30亿参数）推动本地化语料需求，减少云端传输成本</p>
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</div>
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</div>
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</div>
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<!-- 关联股票表格 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 gradient-text">关联股票</h2>
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<div class="table-container">
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<table class="w-full text-sm">
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<thead>
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<tr class="border-b border-slate-700">
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<th class="text-left py-3 px-4 font-semibold text-slate-300">股票名称</th>
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<th class="text-left py-3 px-4 font-semibold text-slate-300">分类</th>
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<th class="text-left py-3 px-4 font-semibold text-slate-300">受益原因</th>
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</tr>
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</thead>
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<tbody id="stockTableBody">
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<!-- 股票数据将通过JavaScript动态填充 -->
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</tbody>
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</table>
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</div>
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</div>
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<!-- 投资启示 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 gradient-text">投资启示</h2>
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<div class="grid md:grid-cols-3 gap-6">
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<div class="bg-gradient-to-br from-blue-500/20 to-blue-600/10 rounded-lg p-5 border border-blue-500/30">
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<h3 class="text-lg font-semibold mb-3 text-blue-300">
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<i class="fas fa-database mr-2"></i>垂直语料龙头
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</h3>
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<ul class="space-y-2 text-sm text-slate-300">
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<li>• 润达医疗（医疗语料）</li>
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<li>• 同花顺（金融语料）</li>
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</ul>
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</div>
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<div class="bg-gradient-to-br from-purple-500/20 to-purple-600/10 rounded-lg p-5 border border-purple-500/30">
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<h3 class="text-lg font-semibold mb-3 text-purple-300">
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<i class="fas fa-robot mr-2"></i>AI Agent集成商
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</h3>
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<ul class="space-y-2 text-sm text-slate-300">
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<li>• 汉得信息（制造业）</li>
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<li>• 鼎捷数智（ERP场景）</li>
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</ul>
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</div>
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<div class="bg-gradient-to-br from-green-500/20 to-green-600/10 rounded-lg p-5 border border-green-500/30">
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<h3 class="text-lg font-semibold mb-3 text-green-300">
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<i class="fas fa-photo-video mr-2"></i>多模态语料平台
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</h3>
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<ul class="space-y-2 text-sm text-slate-300">
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<li>• 中广天择（视频语料）</li>
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<li>• 视觉中国（图片语料）</li>
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</ul>
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</div>
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</div>
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<div class="mt-6 bg-red-500/10 rounded-lg p-4 border border-red-500/30">
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<h3 class="font-semibold mb-2 text-red-300">
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<i class="fas fa-exclamation-triangle mr-2"></i>风险提示
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</h3>
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<p class="text-slate-300 text-sm">若2025年Q3政策细则超预期收紧（如限制合成数据使用），板块可能回调20-30%</p>
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</div>
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</div>
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</div>
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<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
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<script>
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// 初始化粒子背景
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tsParticles.load("particles-js", {
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particles: {
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number: {
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value: 80,
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||
density: {
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||
enable: true,
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||
value_area: 800
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}
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},
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color: {
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value: "#60a5fa"
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},
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shape: {
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type: "circle"
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},
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opacity: {
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value: 0.5,
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random: false
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},
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size: {
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value: 3,
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random: true
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},
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line_linked: {
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enable: true,
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||
distance: 150,
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||
color: "#60a5fa",
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opacity: 0.4,
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width: 1
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},
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||
move: {
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enable: true,
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||
speed: 2,
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||
direction: "none",
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||
random: false,
|
||
straight: false,
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||
out_mode: "out",
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||
bounce: false
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||
}
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||
},
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||
interactivity: {
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||
detect_on: "canvas",
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||
events: {
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||
onhover: {
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||
enable: true,
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||
mode: "grab"
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||
},
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||
onclick: {
|
||
enable: true,
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||
mode: "push"
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||
},
|
||
resize: true
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||
},
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||
modes: {
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||
grab: {
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||
distance: 140,
|
||
line_linked: {
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||
opacity: 1
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||
}
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||
},
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||
push: {
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||
particles_nb: 4
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}
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}
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||
},
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||
retina_detect: true
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||
});
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// 股票数据
|
||
const stockData = [{'AI应用AI语料(241208)': [{'stock': '中文在线', '分类': '文字语料', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '掌阅科技', '分类': '文字语料', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '中原传媒', '分类': '文字语料', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '新华传媒', '分类': '文字语料', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '读客文化', '分类': '文字语料', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '中国科传', '分类': '文字语料', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '中国出版', '分类': '文字语料', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '中信出版', '分类': '文字语料', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '果麦文化', '分类': '文字语料', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '荣信文化', '分类': '文字语料', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '拓尔思', '分类': '文字语料', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '视觉中国', '分类': '图片语料', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '华策影视', '分类': '视频语料', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '上海电影', '分类': '视频语料', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '中广天择', '分类': '视频语料', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '华数传媒', '分类': '视频语料', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '捷成股份', '分类': '视频语料', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '芒果超媒', '分类': '视频语料', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '华谊兄弟', '分类': '视频语料', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '百纳千成', '分类': '视频语料', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '欢瑞世纪', '分类': '视频语料', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '人民网', '分类': '新闻语料', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '新华网', '分类': '新闻语料', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '同花顺', '分类': '金融语料', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '东方财富', '分类': '金融语料', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '财富趋势', '分类': '金融语料', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '大智慧', '分类': '金融语料', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '科大讯飞', '分类': '教育语料', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '世纪天鸿', '分类': '教育语料', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '润达医疗', '分类': '医疗数据', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '朗玛信息', '分类': '医疗数据', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '塞力医疗', '分类': '医疗数据', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '贝瑞基因', '分类': '医疗数据', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '睿昂基因', '分类': '医疗数据', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '久远银海', '分类': '医疗数据', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '山大地纬', '分类': '医疗数据', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '值得买', '分类': '消费数据', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '汇纳科技', '分类': '消费数据', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '上海钢联', '分类': '大宗数据', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '卓创数据', '分类': '大宗数据', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}, {'stock': '生意宝', '分类': '大宗数据', 'reason': '受益于Kimi智能助手在市场上的热潮，进一步点燃了人工智能领域的投资热情'}]}];
|
||
|
||
// 获取分类颜色
|
||
function getCategoryColor(category) {
|
||
const colors = {
|
||
'文字语料': 'bg-blue-500/20 text-blue-300 border border-blue-500/30',
|
||
'图片语料': 'bg-purple-500/20 text-purple-300 border border-purple-500/30',
|
||
'视频语料': 'bg-green-500/20 text-green-300 border border-green-500/30',
|
||
'新闻语料': 'bg-yellow-500/20 text-yellow-300 border border-yellow-500/30',
|
||
'金融语料': 'bg-indigo-500/20 text-indigo-300 border border-indigo-500/30',
|
||
'教育语料': 'bg-pink-500/20 text-pink-300 border border-pink-500/30',
|
||
'医疗数据': 'bg-red-500/20 text-red-300 border border-red-500/30',
|
||
'消费数据': 'bg-teal-500/20 text-teal-300 border border-teal-500/30',
|
||
'大宗数据': 'bg-orange-500/20 text-orange-300 border border-orange-500/30'
|
||
};
|
||
return colors[category] || 'bg-gray-500/20 text-gray-300 border border-gray-500/30';
|
||
}
|
||
|
||
// 填充股票表格
|
||
function populateStockTable() {
|
||
const tableBody = document.getElementById('stockTableBody');
|
||
const stocks = stockData[0]['AI应用AI语料(241208)'];
|
||
|
||
stocks.forEach(stock => {
|
||
const row = document.createElement('tr');
|
||
row.className = 'border-b border-slate-700 hover:bg-slate-800/50 transition-colors';
|
||
|
||
row.innerHTML = `
|
||
<td class="py-3 px-4 font-medium">${stock.stock}</td>
|
||
<td class="py-3 px-4">
|
||
<span class="badge ${getCategoryColor(stock.category)}">
|
||
${stock.category}
|
||
</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-300">${stock.reason}</td>
|
||
`;
|
||
|
||
tableBody.appendChild(row);
|
||
});
|
||
}
|
||
|
||
// 页面加载完成后填充表格
|
||
document.addEventListener('DOMContentLoaded', populateStockTable);
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |