1505 lines
87 KiB
HTML
1505 lines
87 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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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>DeepSeek一体机生态分析报告</title>
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body {
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font-family: 'Inter', 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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#particles-js {
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}
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.table-wrapper {
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overflow-x: auto;
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-webkit-overflow-scrolling: touch;
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}
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table {
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min-width: 100%;
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}
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@media (max-width: 768px) {
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.card {
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margin-bottom: 1rem;
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}
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h1 {
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font-size: 1.75rem;
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h2 {
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font-size: 1.25rem;
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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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<!-- 标题部分 -->
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<div class="text-center mb-10">
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<h1 class="text-4xl md:text-5xl font-bold text-white mb-4">
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<span class="text-gradient">DeepSeek一体机生态</span>分析报告
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</h1>
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<p class="text-gray-300 text-lg">AI本地化部署的新纪元：技术、市场与投资全景解析</p>
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</div>
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<!-- 概念事件 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
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<i class="fas fa-rocket text-blue-400 mr-3"></i>
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概念事件
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</h2>
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<div class="text-gray-300 space-y-4">
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<p><strong>背景：</strong>2025年1月，DeepSeek开源R1/V3系列大模型，以<span class="text-blue-400 font-semibold">600万美元训练成本</span>（仅为GPT-4的1/10）和<span class="text-purple-400 font-semibold">MIT开源协议</span>引爆市场，推动AI本地化部署需求激增。</p>
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<div>
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<p class="font-semibold text-white mb-3">催化事件：</p>
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<ul class="space-y-2 ml-4">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<span><strong>2025年2月8日：</strong>京东云发布<span class="text-blue-400">DeepSeek大模型一体机</span>，首次提出"国产算力全适配+开箱即用"方案。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<span><strong>2025年2月17日：</strong>华为推出<span class="text-blue-400">FusionCube A3000训/推超融合一体机</span>，适配DeepSeek全系列模型。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<span><strong>2025年3月：</strong>三大运营商（电信/移动/联通）集中发布<span class="text-blue-400">息壤/星罗/智算一体机-DeepSeek版</span>，政企订单落地（南威软件披露金融/能源行业订单）。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<span><strong>2025年3月19日：</strong>中兴通讯发布<span class="text-blue-400">AiCube DeepSeek一体机</span>，定位"商业化最后一公里"解决方案。</span>
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</li>
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</ul>
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</div>
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<div>
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<p class="font-semibold text-white mb-3">时间轴：</p>
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<div class="space-y-4">
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<div class="timeline-item">
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<p class="font-semibold text-blue-400">2025-01-20</p>
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<p class="text-gray-300">DeepSeek-R1开源，API成本降至OpenAI的1/30</p>
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</div>
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<div class="timeline-item">
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<p class="font-semibold text-blue-400">2025-02-08</p>
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<p class="text-gray-300">京东云首发一体机，打响生态落地第一枪</p>
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</div>
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<div class="timeline-item">
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<p class="font-semibold text-blue-400">2025-02-17</p>
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<p class="text-gray-300">华为/中科曙光/紫光股份等硬件厂商密集发布一体机</p>
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</div>
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<div class="timeline-item">
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<p class="font-semibold text-blue-400">2025-03-12</p>
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<p class="text-gray-300">南威软件披露<span class="text-green-400">金融/能源行业订单</span>，验证商业化落地</p>
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</div>
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<div class="timeline-item">
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<p class="font-semibold text-blue-400">2025-03-19</p>
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<p class="text-gray-300">中兴通讯AiCube发布，生态进入"全场景覆盖"阶段</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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<!-- 核心观点摘要 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
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<i class="fas fa-lightbulb text-yellow-400 mr-3"></i>
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核心观点摘要
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</h2>
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<div class="grid md:grid-cols-3 gap-4">
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<div class="bg-gradient-to-br from-blue-600/20 to-purple-600/20 rounded-xl p-4">
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<h3 class="text-lg font-semibold text-white mb-2">当前阶段</h3>
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<p class="text-gray-300 text-sm">DeepSeek一体机生态已从<span class="text-blue-400">技术验证期</span>进入<span class="text-green-400">订单兑现期</span>，2025年Q1政企采购爆发（<span class="text-yellow-400">单月新增商机超1000万元</span>，新开普数据）。</p>
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</div>
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<div class="bg-gradient-to-br from-green-600/20 to-blue-600/20 rounded-xl p-4">
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<h3 class="text-lg font-semibold text-white mb-2">核心驱动力</h3>
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<p class="text-gray-300 text-sm"><span class="text-red-400">政策强制国产化</span>（国资委AI+专项行动）+<span class="text-purple-400">成本骤降</span>（671B模型部署成本从500万降至<span class="text-green-400">50万</span>，广发证券测算）。</p>
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</div>
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<div class="bg-gradient-to-br from-purple-600/20 to-pink-600/20 rounded-xl p-4">
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<h3 class="text-lg font-semibold text-white mb-2">未来潜力</h3>
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<p class="text-gray-300 text-sm">2025年市场规模或达<span class="text-blue-400">540亿元</span>（平安证券乐观预测），但需警惕<span class="text-orange-400">同质化竞争</span>导致的利润率下滑。</p>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
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<i class="fas fa-brain text-purple-400 mr-3"></i>
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核心逻辑与市场认知分析
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</h2>
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<div class="mb-6">
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<h3 class="text-lg font-semibold text-white mb-3">核心驱动力</h3>
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<div class="grid md:grid-cols-3 gap-4">
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<div class="bg-blue-900/30 rounded-lg p-4">
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<div class="flex items-center mb-2">
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<i class="fas fa-landmark text-blue-400 mr-2"></i>
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<h4 class="text-white font-semibold">政策刚性需求</h4>
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</div>
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<p class="text-gray-300 text-sm">2025年2月国资委会议要求央企AI部署<span class="text-green-400">100%国产化</span>，DeepSeek一体机成为<span class="text-blue-400">昇腾/海光芯片</span>的唯一规模化落地场景（<span class="text-yellow-400">98家A股公司接入</span>，万得数据）。</p>
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</div>
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||
<div class="bg-green-900/30 rounded-lg p-4">
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||
<div class="flex items-center mb-2">
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<i class="fas fa-chart-line text-green-400 mr-2"></i>
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<h4 class="text-white font-semibold">成本拐点</h4>
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||
</div>
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||
<p class="text-gray-300 text-sm">DeepSeek蒸馏技术使<span class="text-purple-400">671B模型单机部署</span>成为可能（<span class="text-blue-400">8张昇腾910B即可运行</span>，华为技术白皮书），硬件成本下降<span class="text-red-400">90%</span>。</p>
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</div>
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<div class="bg-purple-900/30 rounded-lg p-4">
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<div class="flex items-center mb-2">
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<i class="fas fa-code-branch text-purple-400 mr-2"></i>
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<h4 class="text-white font-semibold">开源生态</h4>
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</div>
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<p class="text-gray-300 text-sm">MIT协议允许免费商用，<span class="text-blue-400">沐曦/天数智芯</span>等国产芯片厂商<span class="text-green-400">3小时内完成适配</span>（路演实录）。</p>
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</div>
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</div>
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</div>
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<div class="mb-6">
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<h3 class="text-lg font-semibold text-white mb-3">市场热度与情绪</h3>
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<div class="grid md:grid-cols-3 gap-4">
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<div class="text-center">
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<div class="text-3xl font-bold text-blue-400 mb-1">+1200%</div>
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<p class="text-gray-300 text-sm">2月"DeepSeek一体机"关键词搜索量环比增长</p>
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</div>
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<div class="text-center">
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<div class="text-3xl font-bold text-green-400 mb-1">47篇</div>
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<p class="text-gray-300 text-sm">2025年2-3月相关研报数量（远超2024年全年仅3篇）</p>
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</div>
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<div class="text-center">
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<div class="text-3xl font-bold text-purple-400 mb-1">分化</div>
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<p class="text-gray-300 text-sm">机构乐观（"AI界的安卓"，华创证券），但企业反馈"价格战已打响"</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-lg font-semibold text-white mb-3">预期差分析</h3>
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<div class="overflow-x-auto">
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<table class="w-full text-sm">
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<thead>
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<tr class="border-b border-gray-700">
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<th class="text-left py-3 px-4 text-gray-400">市场叙事</th>
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<th class="text-left py-3 px-4 text-gray-400">实际验证</th>
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</tr>
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</thead>
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<tbody class="text-gray-300">
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<tr class="border-b border-gray-800">
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<td class="py-3 px-4">"硬件厂商主导生态"</td>
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<td class="py-3 px-4"><span class="text-blue-400">软件服务商（如软通动力）</span>订单增速更快（<span class="text-green-400">政企客户占比80%</span>，路演数据）</td>
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</tr>
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<tr class="border-b border-gray-800">
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<td class="py-3 px-4">"671B模型需高端芯片"</td>
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<td class="py-3 px-4"><span class="text-purple-400">14B蒸馏版</span>已满足80%企业需求（<span class="text-yellow-400">联想发货量破千台</span>，3月7日新闻）</td>
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</tr>
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<tr>
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<td class="py-3 px-4">"央企优先采购华为"</td>
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<td class="py-3 px-4"><span class="text-red-400">中国长城</span>中标北京集采（<span class="text-orange-400">63%份额</span>），华为系未独占市场（龙芯中科路演）</td>
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</tr>
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||
</tbody>
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||
</table>
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||
</div>
|
||
</div>
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||
</div>
|
||
|
||
<!-- 关键催化剂与未来发展路径 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
|
||
<i class="fas fa-fire text-orange-400 mr-3"></i>
|
||
关键催化剂与未来发展路径
|
||
</h2>
|
||
|
||
<div class="mb-6">
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||
<h3 class="text-lg font-semibold text-white mb-3">近期催化剂（3-6个月）</h3>
|
||
<div class="grid md:grid-cols-3 gap-4">
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||
<div class="bg-gradient-to-r from-orange-600/20 to-red-600/20 rounded-lg p-4">
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||
<div class="flex items-center mb-2">
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<i class="fas fa-clipboard-list text-orange-400 mr-2"></i>
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<h4 class="text-white font-semibold">Q2订单披露</h4>
|
||
</div>
|
||
<p class="text-gray-300 text-sm">南威软件/新开普等公司将公布<span class="text-yellow-400">Q2一体机订单量</span>（验证渗透率）。</p>
|
||
</div>
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||
<div class="bg-gradient-to-r from-blue-600/20 to-indigo-600/20 rounded-lg p-4">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-cogs text-blue-400 mr-2"></i>
|
||
<h4 class="text-white font-semibold">技术标准确立</h4>
|
||
</div>
|
||
<p class="text-gray-300 text-sm">工信部拟发布<span class="text-green-400">《AI一体机技术规范》</span>（草案已完成，专家纪要）。</p>
|
||
</div>
|
||
<div class="bg-gradient-to-r from-green-600/20 to-teal-600/20 rounded-lg p-4">
|
||
<div class="flex items-center mb-2">
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<i class="fas fa-microchip text-green-400 mr-2"></i>
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<h4 class="text-white font-semibold">芯片产能释放</h4>
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||
</div>
|
||
<p class="text-gray-300 text-sm">昇腾910B<span class="text-purple-400">Q2季度产能提升50%</span>（华为供应链调研）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-white mb-3">长期路径</h3>
|
||
<div class="bg-gray-800/50 rounded-lg p-6">
|
||
<div class="flex flex-col md:flex-row items-center justify-between space-y-4 md:space-y-0">
|
||
<div class="text-center">
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||
<div class="w-20 h-20 bg-blue-600 rounded-full flex items-center justify-center mx-auto mb-2">
|
||
<span class="text-white font-bold">2025</span>
|
||
</div>
|
||
<p class="text-white font-semibold">政企试点</p>
|
||
<p class="text-gray-400 text-sm">政策驱动</p>
|
||
</div>
|
||
<div class="text-2xl text-gray-500">→</div>
|
||
<div class="text-center">
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||
<div class="w-20 h-20 bg-purple-600 rounded-full flex items-center justify-center mx-auto mb-2">
|
||
<span class="text-white font-bold">2026</span>
|
||
</div>
|
||
<p class="text-white font-semibold">行业渗透</p>
|
||
<p class="text-gray-400 text-sm">成本下降</p>
|
||
</div>
|
||
<div class="text-2xl text-gray-500">→</div>
|
||
<div class="text-center">
|
||
<div class="w-20 h-20 bg-green-600 rounded-full flex items-center justify-center mx-auto mb-2">
|
||
<span class="text-white font-bold">2027</span>
|
||
</div>
|
||
<p class="text-white font-semibold">消费级爆发</p>
|
||
<p class="text-gray-400 text-sm">端侧AI</p>
|
||
</div>
|
||
<div class="text-2xl text-gray-500">→</div>
|
||
<div class="text-center">
|
||
<div class="w-20 h-20 bg-yellow-600 rounded-full flex items-center justify-center mx-auto mb-2">
|
||
<i class="fas fa-mobile-alt text-white"></i>
|
||
</div>
|
||
<p class="text-white font-semibold">AI PC/手机</p>
|
||
<p class="text-gray-400 text-sm">标配</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司 -->
|
||
<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
|
||
<i class="fas fa-network-wired text-green-400 mr-3"></i>
|
||
产业链与核心公司深度剖析
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold text-white mb-3">产业链图谱</h3>
|
||
<div class="flex flex-col md:flex-row items-center justify-around space-y-4 md:space-y-0">
|
||
<div class="text-center">
|
||
<div class="w-24 h-24 bg-blue-600/30 rounded-full flex items-center justify-center mx-auto mb-2 border-2 border-blue-500">
|
||
<i class="fas fa-microchip text-blue-400 text-3xl"></i>
|
||
</div>
|
||
<p class="text-white font-semibold">上游</p>
|
||
<p class="text-gray-400 text-sm">国产芯片</p>
|
||
<p class="text-blue-400 text-xs mt-1">昇腾910B/海光DCU</p>
|
||
<p class="text-green-400 text-xs">寒武纪/海光信息</p>
|
||
</div>
|
||
<div class="text-2xl text-gray-500">↓</div>
|
||
<div class="text-center">
|
||
<div class="w-24 h-24 bg-purple-600/30 rounded-full flex items-center justify-center mx-auto mb-2 border-2 border-purple-500">
|
||
<i class="fas fa-server text-purple-400 text-3xl"></i>
|
||
</div>
|
||
<p class="text-white font-semibold">中游</p>
|
||
<p class="text-gray-400 text-sm">整机集成</p>
|
||
<p class="text-purple-400 text-xs mt-1">华为/中科曙光/浪潮</p>
|
||
<p class="text-green-400 text-xs">中国长城/紫光股份</p>
|
||
</div>
|
||
<div class="text-2xl text-gray-500">↓</div>
|
||
<div class="text-center">
|
||
<div class="w-24 h-24 bg-green-600/30 rounded-full flex items-center justify-center mx-auto mb-2 border-2 border-green-500">
|
||
<i class="fas fa-industry text-green-400 text-3xl"></i>
|
||
</div>
|
||
<p class="text-white font-semibold">下游</p>
|
||
<p class="text-gray-400 text-sm">场景应用</p>
|
||
<p class="text-green-400 text-xs mt-1">金融/政务/教育</p>
|
||
<p class="text-blue-400 text-xs">南威软件/新开普</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-white mb-3">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-gray-400">公司</th>
|
||
<th class="text-left py-3 px-4 text-gray-400">角色</th>
|
||
<th class="text-left py-3 px-4 text-gray-400">竞争优势</th>
|
||
<th class="text-left py-3 px-4 text-gray-400">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-gray-300">
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">中国长城</td>
|
||
<td class="py-3 px-4">信创龙头</td>
|
||
<td class="py-3 px-4"><span class="text-green-400">北京集采63%份额</span>+长城擎天GF7280V5适配全系列国产芯片</td>
|
||
<td class="py-3 px-4">昇腾芯片供应依赖华为</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold text-purple-400">中科曙光</td>
|
||
<td class="py-3 px-4">超融合领导者</td>
|
||
<td class="py-3 px-4"><span class="text-blue-400">液冷技术领先</span>+SothisAI3.0平台支持千亿级模型</td>
|
||
<td class="py-3 px-4">毛利率受价格战压制（2024年<span class="text-red-400">-5%</span>）</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold text-green-400">南威软件</td>
|
||
<td class="py-3 px-4">行业应用先锋</td>
|
||
<td class="py-3 px-4"><span class="text-yellow-400">金融/能源订单落地</span>（3月12日公告）+30+预置智能体场景</td>
|
||
<td class="py-3 px-4">客户集中度风险（<span class="text-orange-400">前五大客户占比60%</span>）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-orange-400">新开普</td>
|
||
<td class="py-3 px-4">教育场景标杆</td>
|
||
<td class="py-3 px-4"><span class="text-purple-400">高校市占率45%</span>+1/20算力消耗模型（内部测试）</td>
|
||
<td class="py-3 px-4">教育预算削减风险</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-red-400 mr-3"></i>
|
||
潜在风险与挑战
|
||
</h2>
|
||
<div class="grid md:grid-cols-2 gap-4">
|
||
<div class="bg-red-900/20 rounded-lg p-4">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-microchip text-red-400 mr-2"></i>
|
||
<h3 class="text-white font-semibold">技术瓶颈</h3>
|
||
</div>
|
||
<p class="text-gray-300 text-sm"><span class="text-red-400">FP8精度缺失</span>：国产芯片仅支持FP16，671B模型显存需求<span class="text-orange-400">超标3倍</span>（华为技术白皮书）</p>
|
||
</div>
|
||
<div class="bg-orange-900/20 rounded-lg p-4">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-chart-line text-orange-400 mr-2"></i>
|
||
<h3 class="text-white font-semibold">商业化风险</h3>
|
||
</div>
|
||
<p class="text-gray-300 text-sm"><span class="text-orange-400">价格战</span>：一体机报价从<span class="text-red-400">30万→200万</span>（含维保），毛利率或跌破<span class="text-yellow-400">20%</span>（专家纪要）</p>
|
||
</div>
|
||
<div class="bg-yellow-900/20 rounded-lg p-4">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-gavel text-yellow-400 mr-2"></i>
|
||
<h3 class="text-white font-semibold">政策风险</h3>
|
||
</div>
|
||
<p class="text-gray-300 text-sm"><span class="text-yellow-400">美国芯片禁令升级</span>：H20芯片禁运或影响<span class="text-orange-400">14B以上模型</span>部署（中信证券提示）</p>
|
||
</div>
|
||
<div class="bg-purple-900/20 rounded-lg p-4">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-database text-purple-400 mr-2"></i>
|
||
<h3 class="text-white font-semibold">信息矛盾</h3>
|
||
</div>
|
||
<p class="text-gray-300 text-sm"><span class="text-purple-400">存储需求争议</span>：路演称671B模型需<span class="text-blue-400">404GB存储</span>，但实测需<span class="text-red-400">>4TB</span>（Meta Llama2数据）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
|
||
<i class="fas fa-trophy text-yellow-400 mr-3"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold text-white mb-3">阶段判断</h3>
|
||
<div class="bg-gradient-to-r from-blue-900/30 to-purple-900/30 rounded-lg p-4">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-info-circle text-blue-400 mr-2"></i>
|
||
<h4 class="text-white font-semibold">当前处于"订单驱动"早期</h4>
|
||
</div>
|
||
<p class="text-gray-300 mb-3">类似2023年ChatGPT的"基建期"，<span class="text-green-400">非纯主题炒作</span>（已有<span class="text-yellow-400">金融/能源订单</span>）。</p>
|
||
<div class="flex items-center">
|
||
<i class="fas fa-arrow-right text-purple-400 mr-2"></i>
|
||
<p class="text-gray-300"><span class="text-purple-400">2025年H2将进入"渗透率验证"阶段</span>，需跟踪<span class="text-blue-400">政企招标数据</span>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold text-white mb-3">投资方向</h3>
|
||
<div class="grid md:grid-cols-3 gap-4">
|
||
<div class="bg-green-900/30 rounded-lg p-4 border border-green-700">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-star text-green-400 mr-2"></i>
|
||
<h4 class="text-white font-semibold">最确定环节</h4>
|
||
</div>
|
||
<p class="text-gray-300 text-sm"><span class="text-green-400">国产芯片</span>（寒武纪/海光信息）——<span class="text-yellow-400">技术壁垒最高</span>，价格战影响最小。</p>
|
||
</div>
|
||
<div class="bg-blue-900/30 rounded-lg p-4 border border-blue-700">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-rocket text-blue-400 mr-2"></i>
|
||
<h4 class="text-white font-semibold">弹性最大</h4>
|
||
</div>
|
||
<p class="text-gray-300 text-sm"><span class="text-blue-400">行业应用服务商</span>（南威软件/新开普）——<span class="text-purple-400">订单增速>300%</span>（路演数据）。</p>
|
||
</div>
|
||
<div class="bg-red-900/30 rounded-lg p-4 border border-red-700">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-times-circle text-red-400 mr-2"></i>
|
||
<h4 class="text-white font-semibold">需规避</h4>
|
||
</div>
|
||
<p class="text-gray-300 text-sm"><span class="text-red-400">同质化硬件集成商</span>（部分代工企业毛利率已<span class="text-orange-400"><15%</span>）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-white mb-3">关键跟踪指标</h3>
|
||
<div class="grid md:grid-cols-3 gap-4">
|
||
<div class="text-center bg-gray-800/50 rounded-lg p-4">
|
||
<i class="fas fa-clipboard-check text-blue-400 text-2xl mb-2"></i>
|
||
<p class="text-white font-semibold">Q2订单量</p>
|
||
<p class="text-gray-400 text-sm">南威软件/新开普的<span class="text-green-400">政企订单披露</span></p>
|
||
</div>
|
||
<div class="text-center bg-gray-800/50 rounded-lg p-4">
|
||
<i class="fas fa-microchip text-purple-400 text-2xl mb-2"></i>
|
||
<p class="text-white font-semibold">芯片产能</p>
|
||
<p class="text-gray-400 text-sm">昇腾910B的<span class="text-blue-400">季度出货量</span></p>
|
||
</div>
|
||
<div class="text-center bg-gray-800/50 rounded-lg p-4">
|
||
<i class="fas fa-tag text-orange-400 text-2xl mb-2"></i>
|
||
<p class="text-white font-semibold">价格战信号</p>
|
||
<p class="text-gray-400 text-sm">一体机<span class="text-red-400">平均售价</span>是否跌破<span class="text-yellow-400">50万</span></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="glass-effect rounded-2xl p-6 card-hover">
|
||
<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
|
||
<i class="fas fa-chart-line text-green-400 mr-3"></i>
|
||
关联股票数据
|
||
</h2>
|
||
|
||
<div class="space-y-6">
|
||
<!-- AI一体机（250227） -->
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-blue-400 mb-3">AI一体机（250227）</h3>
|
||
<div class="table-wrapper">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-gray-400">股票</th>
|
||
<th class="text-left py-3 px-4 text-gray-400">分类</th>
|
||
<th class="text-left py-3 px-4 text-gray-400">细分</th>
|
||
<th class="text-left py-3 px-4 text-gray-400">公司</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-gray-300">
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">卓翼科技</td>
|
||
<td class="py-3 px-4">华为系</td>
|
||
<td class="py-3 px-4">代工</td>
|
||
<td class="py-3 px-4">卓翼科技 共进股份</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">共进股份</td>
|
||
<td class="py-3 px-4">华为系</td>
|
||
<td class="py-3 px-4">代工</td>
|
||
<td class="py-3 px-4">卓翼科技 共进股份</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">神州数码</td>
|
||
<td class="py-3 px-4">华为系</td>
|
||
<td class="py-3 px-4">昇腾整机硬件伙伴</td>
|
||
<td class="py-3 px-4">神州数码 四川长虹 瑞贝卡（黄河信产） 烽火通信 广电运通 软通动力</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">四川长虹</td>
|
||
<td class="py-3 px-4">华为系</td>
|
||
<td class="py-3 px-4">昇腾整机硬件伙伴</td>
|
||
<td class="py-3 px-4">神州数码 四川长虹 瑞贝卡（黄河信产） 烽火通信 广电运通 软通动力</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">瑞贝卡</td>
|
||
<td class="py-3 px-4">华为系</td>
|
||
<td class="py-3 px-4">昇腾整机硬件伙伴</td>
|
||
<td class="py-3 px-4">神州数码 四川长虹 瑞贝卡（黄河信产） 烽火通信 广电运通 软通动力</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">烽火通信</td>
|
||
<td class="py-3 px-4">华为系</td>
|
||
<td class="py-3 px-4">昇腾整机硬件伙伴</td>
|
||
<td class="py-3 px-4">神州数码 四川长虹 瑞贝卡（黄河信产） 烽火通信 广电运通 软通动力</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">广电运通</td>
|
||
<td class="py-3 px-4">华为系</td>
|
||
<td class="py-3 px-4">昇腾整机硬件伙伴</td>
|
||
<td class="py-3 px-4">神州数码 四川长虹 瑞贝卡（黄河信产） 烽火通信 广电运通 软通动力</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">软通动力</td>
|
||
<td class="py-3 px-4">华为系</td>
|
||
<td class="py-3 px-4">昇腾整机硬件伙伴</td>
|
||
<td class="py-3 px-4">神州数码 四川长虹 瑞贝卡（黄河信产） 烽火通信 广电运通 软通动力</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">云从科技</td>
|
||
<td class="py-3 px-4">华为系</td>
|
||
<td class="py-3 px-4">昇腾应用软件伙伴</td>
|
||
<td class="py-3 px-4">云从科技 格灵深瞳 智洋创新</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">格灵深瞳</td>
|
||
<td class="py-3 px-4">华为系</td>
|
||
<td class="py-3 px-4">昇腾应用软件伙伴</td>
|
||
<td class="py-3 px-4">云从科技 格灵深瞳 智洋创新</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">智洋创新</td>
|
||
<td class="py-3 px-4">华为系</td>
|
||
<td class="py-3 px-4">昇腾应用软件伙伴</td>
|
||
<td class="py-3 px-4">云从科技 格灵深瞳 智洋创新</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">恒为股份</td>
|
||
<td class="py-3 px-4">华为系</td>
|
||
<td class="py-3 px-4">其他</td>
|
||
<td class="py-3 px-4">恒为股份 科大讯飞 润和软件 云天励飞 佳都科技 运机集团 润达医疗 拓维信息 同方股份</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">科大讯飞</td>
|
||
<td class="py-3 px-4">华为系</td>
|
||
<td class="py-3 px-4">其他</td>
|
||
<td class="py-3 px-4">恒为股份 科大讯飞 润和软件 云天励飞 佳都科技 运机集团 润达医疗 拓维信息 同方股份</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">润和软件</td>
|
||
<td class="py-3 px-4">华为系</td>
|
||
<td class="py-3 px-4">其他</td>
|
||
<td class="py-3 px-4">恒为股份 科大讯飞 润和软件 云天励飞 佳都科技 运机集团 润达医疗 拓维信息 同方股份</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">云天励飞</td>
|
||
<td class="py-3 px-4">华为系</td>
|
||
<td class="py-3 px-4">其他</td>
|
||
<td class="py-3 px-4">恒为股份 科大讯飞 润和软件 云天励飞 佳都科技 运机集团 润达医疗 拓维信息 同方股份</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">佳都科技</td>
|
||
<td class="py-3 px-4">华为系</td>
|
||
<td class="py-3 px-4">其他</td>
|
||
<td class="py-3 px-4">恒为股份 科大讯飞 润和软件 云天励飞 佳都科技 运机集团 润达医疗 拓维信息 同方股份</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">运机集团</td>
|
||
<td class="py-3 px-4">华为系</td>
|
||
<td class="py-3 px-4">其他</td>
|
||
<td class="py-3 px-4">恒为股份 科大讯飞 润和软件 云天励飞 佳都科技 运机集团 润达医疗 拓维信息 同方股份</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">润达医疗</td>
|
||
<td class="py-3 px-4">华为系</td>
|
||
<td class="py-3 px-4">其他</td>
|
||
<td class="py-3 px-4">恒为股份 科大讯飞 润和软件 云天励飞 佳都科技 运机集团 润达医疗 拓维信息 同方股份</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">拓维信息</td>
|
||
<td class="py-3 px-4">华为系</td>
|
||
<td class="py-3 px-4">其他</td>
|
||
<td class="py-3 px-4">恒为股份 科大讯飞 润和软件 云天励飞 佳都科技 运机集团 润达医疗 拓维信息 同方股份</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">同方股份</td>
|
||
<td class="py-3 px-4">华为系</td>
|
||
<td class="py-3 px-4">其他</td>
|
||
<td class="py-3 px-4">恒为股份 科大讯飞 润和软件 云天励飞 佳都科技 运机集团 润达医疗 拓维信息 同方股份</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">新致软件</td>
|
||
<td class="py-3 px-4">海光系</td>
|
||
<td class="py-3 px-4">海光系</td>
|
||
<td class="py-3 px-4">新致软件 中国长城 中科曙光 禾盛新材 华宇软件 思特奇</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">中国长城</td>
|
||
<td class="py-3 px-4">海光系</td>
|
||
<td class="py-3 px-4">海光系</td>
|
||
<td class="py-3 px-4">新致软件 中国长城 中科曙光 禾盛新材 华宇软件 思特奇</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">中科曙光</td>
|
||
<td class="py-3 px-4">海光系</td>
|
||
<td class="py-3 px-4">海光系</td>
|
||
<td class="py-3 px-4">新致软件 中国长城 中科曙光 禾盛新材 华宇软件 思特奇</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">禾盛新材</td>
|
||
<td class="py-3 px-4">海光系</td>
|
||
<td class="py-3 px-4">海光系</td>
|
||
<td class="py-3 px-4">新致软件 中国长城 中科曙光 禾盛新材 华宇软件 思特奇</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">华宇软件</td>
|
||
<td class="py-3 px-4">海光系</td>
|
||
<td class="py-3 px-4">海光系</td>
|
||
<td class="py-3 px-4">新致软件 中国长城 中科曙光 禾盛新材 华宇软件 思特奇</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">思特奇</td>
|
||
<td class="py-3 px-4">海光系</td>
|
||
<td class="py-3 px-4">海光系</td>
|
||
<td class="py-3 px-4">新致软件 中国长城 中科曙光 禾盛新材 华宇软件 思特奇</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">优刻得</td>
|
||
<td class="py-3 px-4">沐曦系</td>
|
||
<td class="py-3 px-4">沐曦系</td>
|
||
<td class="py-3 px-4">优刻得 超讯通信</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">超讯通信</td>
|
||
<td class="py-3 px-4">沐曦系</td>
|
||
<td class="py-3 px-4">沐曦系</td>
|
||
<td class="py-3 px-4">优刻得 超讯通信</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">中国长城</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">中国长城 深桑达A 超讯通信 紫光股份 浪潮信息 中科曙光 软通动力 科大讯飞 中国电信 中国移动 中国联通 协创数据 高新发展 四川长虹 远东传动 运机集团 苏州科达 麒麟信安 天融信 优刻得</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">深桑达A</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">中国长城 深桑达A 超讯通信 紫光股份 浪潮信息 中科曙光 软通动力 科大讯飞 中国电信 中国移动 中国联通 协创数据 高新发展 四川长虹 远东传动 运机集团 苏州科达 麒麟信安 天融信 优刻得</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">超讯通信</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">中国长城 深桑达A 超讯通信 紫光股份 浪潮信息 中科曙光 软通动力 科大讯飞 中国电信 中国移动 中国联通 协创数据 高新发展 四川长虹 远东传动 运机集团 苏州科达 麒麟信安 天融信 优刻得</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">紫光股份</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">中国长城 深桑达A 超讯通信 紫光股份 浪潮信息 中科曙光 软通动力 科大讯飞 中国电信 中国移动 中国联通 协创数据 高新发展 四川长虹 远东传动 运机集团 苏州科达 麒麟信安 天融信 优刻得</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">浪潮信息</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">中国长城 深桑达A 超讯通信 紫光股份 浪潮信息 中科曙光 软通动力 科大讯飞 中国电信 中国移动 中国联通 协创数据 高新发展 四川长虹 远东传动 运机集团 苏州科达 麒麟信安 天融信 优刻得</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">中科曙光</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">中国长城 深桑达A 超讯通信 紫光股份 浪潮信息 中科曙光 软通动力 科大讯飞 中国电信 中国移动 中国联通 协创数据 高新发展 四川长虹 远东传动 运机集团 苏州科达 麒麟信安 天融信 优刻得</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">软通动力</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">中国长城 深桑达A 超讯通信 紫光股份 浪潮信息 中科曙光 软通动力 科大讯飞 中国电信 中国移动 中国联通 协创数据 高新发展 四川长虹 远东传动 运机集团 苏州科达 麒麟信安 天融信 优刻得</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">科大讯飞</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">中国长城 深桑达A 超讯通信 紫光股份 浪潮信息 中科曙光 软通动力 科大讯飞 中国电信 中国移动 中国联通 协创数据 高新发展 四川长虹 远东传动 运机集团 苏州科达 麒麟信安 天融信 优刻得</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">中国电信</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">中国长城 深桑达A 超讯通信 紫光股份 浪潮信息 中科曙光 软通动力 科大讯飞 中国电信 中国移动 中国联通 协创数据 高新发展 四川长虹 远东传动 运机集团 苏州科达 麒麟信安 天融信 优刻得</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">中国移动</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">中国长城 深桑达A 超讯通信 紫光股份 浪潮信息 中科曙光 软通动力 科大讯飞 中国电信 中国移动 中国联通 协创数据 高新发展 四川长虹 远东传动 运机集团 苏州科达 麒麟信安 天融信 优刻得</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">中国联通</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">中国长城 深桑达A 超讯通信 紫光股份 浪潮信息 中科曙光 软通动力 科大讯飞 中国电信 中国移动 中国联通 协创数据 高新发展 四川长虹 远东传动 运机集团 苏州科达 麒麟信安 天融信 优刻得</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">协创数据</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">中国长城 深桑达A 超讯通信 紫光股份 浪潮信息 中科曙光 软通动力 科大讯飞 中国电信 中国移动 中国联通 协创数据 高新发展 四川长虹 远东传动 运机集团 苏州科达 麒麟信安 天融信 优刻得</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">高新发展</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">中国长城 深桑达A 超讯通信 紫光股份 浪潮信息 中科曙光 软通动力 科大讯飞 中国电信 中国移动 中国联通 协创数据 高新发展 四川长虹 远东传动 运机集团 苏州科达 麒麟信安 天融信 优刻得</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">四川长虹</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">中国长城 深桑达A 超讯通信 紫光股份 浪潮信息 中科曙光 软通动力 科大讯飞 中国电信 中国移动 中国联通 协创数据 高新发展 四川长虹 远东传动 运机集团 苏州科达 麒麟信安 天融信 优刻得</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">远东传动</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">中国长城 深桑达A 超讯通信 紫光股份 浪潮信息 中科曙光 软通动力 科大讯飞 中国电信 中国移动 中国联通 协创数据 高新发展 四川长虹 远东传动 运机集团 苏州科达 麒麟信安 天融信 优刻得</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">运机集团</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">中国长城 深桑达A 超讯通信 紫光股份 浪潮信息 中科曙光 软通动力 科大讯飞 中国电信 中国移动 中国联通 协创数据 高新发展 四川长虹 远东传动 运机集团 苏州科达 麒麟信安 天融信 优刻得</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">苏州科达</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">中国长城 深桑达A 超讯通信 紫光股份 浪潮信息 中科曙光 软通动力 科大讯飞 中国电信 中国移动 中国联通 协创数据 高新发展 四川长虹 远东传动 运机集团 苏州科达 麒麟信安 天融信 优刻得</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">麒麟信安</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">中国长城 深桑达A 超讯通信 紫光股份 浪潮信息 中科曙光 软通动力 科大讯飞 中国电信 中国移动 中国联通 协创数据 高新发展 四川长虹 远东传动 运机集团 苏州科达 麒麟信安 天融信 优刻得</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">天融信</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">中国长城 深桑达A 超讯通信 紫光股份 浪潮信息 中科曙光 软通动力 科大讯飞 中国电信 中国移动 中国联通 协创数据 高新发展 四川长虹 远东传动 运机集团 苏州科达 麒麟信安 天融信 优刻得</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">优刻得</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">DeepSeeK</td>
|
||
<td class="py-3 px-4">中国长城 深桑达A 超讯通信 紫光股份 浪潮信息 中科曙光 软通动力 科大讯飞 中国电信 中国移动 中国联通 协创数据 高新发展 四川长虹 远东传动 运机集团 苏州科达 麒麟信安 天融信 优刻得</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">云从科技</td>
|
||
<td class="py-3 px-4">自研大模型</td>
|
||
<td class="py-3 px-4">自研大模型</td>
|
||
<td class="py-3 px-4">云从科技 云天励飞 拓尔思 天玑科技 苏州科达 大华股份 中国长城</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">云天励飞</td>
|
||
<td class="py-3 px-4">自研大模型</td>
|
||
<td class="py-3 px-4">自研大模型</td>
|
||
<td class="py-3 px-4">云从科技 云天励飞 拓尔思 天玑科技 苏州科达 大华股份 中国长城</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">拓尔思</td>
|
||
<td class="py-3 px-4">自研大模型</td>
|
||
<td class="py-3 px-4">自研大模型</td>
|
||
<td class="py-3 px-4">云从科技 云天励飞 拓尔思 天玑科技 苏州科达 大华股份 中国长城</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">天玑科技</td>
|
||
<td class="py-3 px-4">自研大模型</td>
|
||
<td class="py-3 px-4">自研大模型</td>
|
||
<td class="py-3 px-4">云从科技 云天励飞 拓尔思 天玑科技 苏州科达 大华股份 中国长城</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">苏州科达</td>
|
||
<td class="py-3 px-4">自研大模型</td>
|
||
<td class="py-3 px-4">自研大模型</td>
|
||
<td class="py-3 px-4">云从科技 云天励飞 拓尔思 天玑科技 苏州科达 大华股份 中国长城</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">大华股份</td>
|
||
<td class="py-3 px-4">自研大模型</td>
|
||
<td class="py-3 px-4">自研大模型</td>
|
||
<td class="py-3 px-4">云从科技 云天励飞 拓尔思 天玑科技 苏州科达 大华股份 中国长城</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">中国长城</td>
|
||
<td class="py-3 px-4">自研大模型</td>
|
||
<td class="py-3 px-4">自研大模型</td>
|
||
<td class="py-3 px-4">云从科技 云天励飞 拓尔思 天玑科技 苏州科达 大华股份 中国长城</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- DeepSeek智算一体机(250224) -->
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-purple-400 mb-3">DeepSeek智算一体机(250224)</h3>
|
||
<div class="table-wrapper">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-gray-400">股票</th>
|
||
<th class="text-left py-3 px-4 text-gray-400">行业</th>
|
||
<th class="text-left py-3 px-4 text-gray-400">项目</th>
|
||
<th class="text-left py-3 px-4 text-gray-400">分类</th>
|
||
<th class="text-left py-3 px-4 text-gray-400">产业链</th>
|
||
<th class="text-left py-3 px-4 text-gray-400">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-gray-300">
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">拓维信息</td>
|
||
<td class="py-3 px-4">智能数据标注</td>
|
||
<td class="py-3 px-4">兆瀚AI算力硬件</td>
|
||
<td class="py-3 px-4">一体机</td>
|
||
<td class="py-3 px-4">硬件适配/大模型支持</td>
|
||
<td class="py-3 px-4">基于昇腾+鲲鹏架构的兆瀚AI算力硬件，适配671B/70B/32B等多版本DeepSeek大模型，提供本地化调用方案</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">协创数据</td>
|
||
<td class="py-3 px-4">云计算</td>
|
||
<td class="py-3 px-4">FCloud平台</td>
|
||
<td class="py-3 px-4">一体机</td>
|
||
<td class="py-3 px-4">云计算服务/硬件集成</td>
|
||
<td class="py-3 px-4">搭载Intel第四代CPU和高性能存储，通过FCloud平台提供私有化部署的大模型服务</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">麒麟信安</td>
|
||
<td class="py-3 px-4">操作系统</td>
|
||
<td class="py-3 px-4">麒麟操作系统</td>
|
||
<td class="py-3 px-4">AI服务器</td>
|
||
<td class="py-3 px-4">基础软件/安全计算</td>
|
||
<td class="py-3 px-4">国产化操作系统适配DeepSeek全系列模型，支持一机两用和本地化算力</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">亚康华创</td>
|
||
<td class="py-3 px-4">智能硬件</td>
|
||
<td class="py-3 px-4">D-BOX Pro</td>
|
||
<td class="py-3 px-4">桌面级智能设备</td>
|
||
<td class="py-3 px-4">终端设备/模型集成</td>
|
||
<td class="py-3 px-4">集成1.5B-14B参数模型，支持Wi-Fi/5G接入和静音设计，面向智能对话等场景</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">华为昇腾</td>
|
||
<td class="py-3 px-4">AI计算</td>
|
||
<td class="py-3 px-4">昇腾AI卡</td>
|
||
<td class="py-3 px-4">加速卡</td>
|
||
<td class="py-3 px-4">芯片制造/算力供应</td>
|
||
<td class="py-3 px-4">搭载麒麟操作系统，适配DSV3/R1等全系模型，支持智能对话和文档分析</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">联想集团</td>
|
||
<td class="py-3 px-4">智能计算</td>
|
||
<td class="py-3 px-4">联想服务器</td>
|
||
<td class="py-3 px-4">一体机</td>
|
||
<td class="py-3 px-4">硬件制造/算法集成</td>
|
||
<td class="py-3 px-4">搭载寒武纪MLU芯片和AI Force平台，支持大模型训推一体化</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">钉钉科技</td>
|
||
<td class="py-3 px-4">智能办公</td>
|
||
<td class="py-3 px-4">AI一体机</td>
|
||
<td class="py-3 px-4">专用设备</td>
|
||
<td class="py-3 px-4">应用层/AI优化</td>
|
||
<td class="py-3 px-4">适配R1/671B模型，优化百万字长文本处理，提升办公场景效率</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">新华三</td>
|
||
<td class="py-3 px-4">云计算</td>
|
||
<td class="py-3 px-4">DeepSeek智能一体机</td>
|
||
<td class="py-3 px-4">计算单元</td>
|
||
<td class="py-3 px-4">云服务/硬件优化</td>
|
||
<td class="py-3 px-4">集成高性能计算单元，优化数据处理与推理速度</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">宝得</td>
|
||
<td class="py-3 px-4">边缘计算</td>
|
||
<td class="py-3 px-4">DeepSeek核心算法</td>
|
||
<td class="py-3 px-4">智能设备</td>
|
||
<td class="py-3 px-4">边缘计算/低功耗设计</td>
|
||
<td class="py-3 px-4">集成DeepSeek核心算法，支持低功耗高效能边缘计算场景</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">中国电信</td>
|
||
<td class="py-3 px-4">算力服务</td>
|
||
<td class="py-3 px-4">息壤平台</td>
|
||
<td class="py-3 px-4">算力平台</td>
|
||
<td class="py-3 px-4">基础设施/全栈服务</td>
|
||
<td class="py-3 px-4">基于息壤平台提供DeepSeek-R1全流程服务</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">中国移动</td>
|
||
<td class="py-3 px-4">智能计算</td>
|
||
<td class="py-3 px-4">昇腾生态</td>
|
||
<td class="py-3 px-4">一体机</td>
|
||
<td class="py-3 px-4">全栈适配/算力调度</td>
|
||
<td class="py-3 px-4">全链路适配昇腾生态，支持全版本DeepSeek模型</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">中国联通</td>
|
||
<td class="py-3 px-4">智能算力</td>
|
||
<td class="py-3 px-4">星罗平台</td>
|
||
<td class="py-3 px-4">多尺寸模型</td>
|
||
<td class="py-3 px-4">算力调度/行业适配</td>
|
||
<td class="py-3 px-4">基于星罗平台部署多尺寸模型，支持智算一体化</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">柏飞电子</td>
|
||
<td class="py-3 px-4">行业AI</td>
|
||
<td class="py-3 px-4">雷达/通信优化</td>
|
||
<td class="py-3 px-4">加固式一体机</td>
|
||
<td class="py-3 px-4">行业解决方案/模型适配</td>
|
||
<td class="py-3 px-4">适配雷达、通信等场景的AI模型，提供高效稳定计算支持</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">京东云</td>
|
||
<td class="py-3 px-4">大模型应用</td>
|
||
<td class="py-3 px-4">国产算力适配</td>
|
||
<td class="py-3 px-4">大模型一体机</td>
|
||
<td class="py-3 px-4">行业解决方案/知识库构建</td>
|
||
<td class="py-3 px-4">以国产算力适配"开箱即用"模式，内置智能体与知识库双引擎</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">华鲲振宇</td>
|
||
<td class="py-3 px-4">AI算力</td>
|
||
<td class="py-3 px-4">天巡CubeAI</td>
|
||
<td class="py-3 px-4">大模型一体机</td>
|
||
<td class="py-3 px-4">芯片协同/推理加速</td>
|
||
<td class="py-3 px-4">基于鲲鹏CPU+昇腾+openEuler系统，实现CPU与NPU高效协同，推理速度提升40%</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 一体机核心标的弹性测算(250305) -->
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-green-400 mb-3">一体机核心标的弹性测算(250305)</h3>
|
||
<div class="table-wrapper">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-gray-400">股票</th>
|
||
<th class="text-left py-3 px-4 text-gray-400">项目</th>
|
||
<th class="text-left py-3 px-4 text-gray-400">行业</th>
|
||
<th class="text-left py-3 px-4 text-gray-400">产品</th>
|
||
<th class="text-left py-3 px-4 text-gray-400">技术</th>
|
||
<th class="text-left py-3 px-4 text-gray-400">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-gray-300">
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">恒为科技</td>
|
||
<td class="py-3 px-4">DeepSeek一体机</td>
|
||
<td class="py-3 px-4">智能服务器</td>
|
||
<td class="py-3 px-4">推理一体机/训练一体机</td>
|
||
<td class="py-3 px-4">昇腾AI芯片</td>
|
||
<td class="py-3 px-4">2025年2月25日推出异腾DeepSeek一体机，分为推理与训练两种类型，采用昇腾AI芯片。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">卓翼科技</td>
|
||
<td class="py-3 px-4">DeepSeek一体机</td>
|
||
<td class="py-3 px-4">智能硬件</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">华为</td>
|
||
<td class="py-3 px-4">代工生产华为昇腾一体机，涉及AI硬件制造。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">共进股份</td>
|
||
<td class="py-3 px-4">DeepSeek一体机</td>
|
||
<td class="py-3 px-4">智能硬件</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">华为</td>
|
||
<td class="py-3 px-4">代工生产华为昇腾一体机，聚焦AI服务器硬件。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">云从科技</td>
|
||
<td class="py-3 px-4">DeepSeek一体机</td>
|
||
<td class="py-3 px-4">AI算法</td>
|
||
<td class="py-3 px-4">训练一体机</td>
|
||
<td class="py-3 px-4">华为</td>
|
||
<td class="py-3 px-4">与华为联合发布训练一体机，配备昇腾AI硬件及分布式计算平台。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">远东传动</td>
|
||
<td class="py-3 px-4">DeepSeek生态</td>
|
||
<td class="py-3 px-4">芯片制造</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">黄河信产</td>
|
||
<td class="py-3 px-4">间接持股黄河信产12%，参与鲲鹏/昇腾服务器生态。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">苏州科达</td>
|
||
<td class="py-3 px-4">DeepSeek定制化</td>
|
||
<td class="py-3 px-4">视频分析</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">AI算法</td>
|
||
<td class="py-3 px-4">基于DeepSeek开发视频分析产品，适配不同参数模型。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">天玑科技</td>
|
||
<td class="py-3 px-4">PriData超融合一体机</td>
|
||
<td class="py-3 px-4">云计算</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">AI软硬件整合</td>
|
||
<td class="py-3 px-4">采用通用服务器及硬件，整合AI算法与存储网络功能。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">云天励飞</td>
|
||
<td class="py-3 px-4">DeepSeek大模型</td>
|
||
<td class="py-3 px-4">AI芯片</td>
|
||
<td class="py-3 px-4">训练一体机</td>
|
||
<td class="py-3 px-4">国产AI芯片</td>
|
||
<td class="py-3 px-4">推出云天书大模型训练一体机，适配国产AI芯片。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">东华软件</td>
|
||
<td class="py-3 px-4">DeepSeek一体机</td>
|
||
<td class="py-3 px-4">AI服务器</td>
|
||
<td class="py-3 px-4">PX系列一体机</td>
|
||
<td class="py-3 px-4">昇腾AI芯片</td>
|
||
<td class="py-3 px-4">开发PX100/PX200/PX300一体机，适配昇腾AI芯片。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">网宿科技</td>
|
||
<td class="py-3 px-4">爱捷云DeepSeek一体机</td>
|
||
<td class="py-3 px-4">云计算</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">黄河信产</td>
|
||
<td class="py-3 px-4">联合黄河信产推出爱捷云一体机，适配鲲鹏/昇腾生态。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">瑞贝卡</td>
|
||
<td class="py-3 px-4">DeepSeek生态</td>
|
||
<td class="py-3 px-4">芯片制造</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">黄河信产</td>
|
||
<td class="py-3 px-4">间接持股黄河信产24%，参与鲲鹏/昇腾服务器供应链。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">拓维信息</td>
|
||
<td class="py-3 px-4">DeepSeek一体机</td>
|
||
<td class="py-3 px-4">智能数据</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">湘江实验室</td>
|
||
<td class="py-3 px-4">发布智能数据标注一体机，联合湘江实验室研发。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">超讯通信</td>
|
||
<td class="py-3 px-4">DeepSeek一体机</td>
|
||
<td class="py-3 px-4">通信设备</td>
|
||
<td class="py-3 px-4">R1/DeepSeek-V3一体机</td>
|
||
<td class="py-3 px-4">沐曦/浪潮</td>
|
||
<td class="py-3 px-4">代理沐曦GPU服务器，发布R1及DeepSeek-V3大模型一体机。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">首都在线</td>
|
||
<td class="py-3 px-4">DeepSeek算力</td>
|
||
<td class="py-3 px-4">云计算</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">国产算力</td>
|
||
<td class="py-3 px-4">发布Deepseek+国产算力政务智能一体机。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">优刻得</td>
|
||
<td class="py-3 px-4">DeepSeek一体机</td>
|
||
<td class="py-3 px-4">AI芯片</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">国产AI芯片适配</td>
|
||
<td class="py-3 px-4">推出满易版大模型一体机，适配沐曦、壁仞、昇腾等国产AI芯片。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">佳讯飞鸿</td>
|
||
<td class="py-3 px-4">DeepSeek生态</td>
|
||
<td class="py-3 px-4">铁路AI</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">华为</td>
|
||
<td class="py-3 px-4">联合华为发布铁路AI核心训推一体化方案。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">禾盛新材</td>
|
||
<td class="py-3 px-4">DeepSeek政务</td>
|
||
<td class="py-3 px-4">政务云</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">国产化大模型</td>
|
||
<td class="py-3 px-4">旗下海康技术政务大模型一体机，集成多领域知识库。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">海光信息</td>
|
||
<td class="py-3 px-4">DeepSeek算力</td>
|
||
<td class="py-3 px-4">AI芯片</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">异构加速芯片</td>
|
||
<td class="py-3 px-4">提供隐私计算一体机，基于海光算底座，异构加速芯片DCU。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">开普云</td>
|
||
<td class="py-3 px-4">DeepSeek应用</td>
|
||
<td class="py-3 px-4">AI应用</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">蒸馏量化模型</td>
|
||
<td class="py-3 px-4">部署蒸馏量化版R1 32B模型，适配国产大模型。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">深信服</td>
|
||
<td class="py-3 px-4">DeepSeek安全</td>
|
||
<td class="py-3 px-4">网络安全</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">AI安全能力</td>
|
||
<td class="py-3 px-4">推出同架构混合云一体机，具备AI安全能力及AICP算力底座。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">科蓝软件</td>
|
||
<td class="py-3 px-4">DeepSeek合作</td>
|
||
<td class="py-3 px-4">金融IT</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">华为</td>
|
||
<td class="py-3 px-4">与华为合作推出"魔方训推一体机"。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">吉大正元</td>
|
||
<td class="py-3 px-4">DeepSeek安全</td>
|
||
<td class="py-3 px-4">数据安全</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">智能分类分级</td>
|
||
<td class="py-3 px-4">基于"昆仑"安全大模型发布智能数据分类分级一体机。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">智微智能</td>
|
||
<td class="py-3 px-4">DeepSeek一体机</td>
|
||
<td class="py-3 px-4">AI硬件</td>
|
||
<td class="py-3 px-4">绿色AI一体机</td>
|
||
<td class="py-3 px-4">英特尔/TCL</td>
|
||
<td class="py-3 px-4">发布绿色AI一体机，由英特尔/TCL华星联合研发。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">新致软件</td>
|
||
<td class="py-3 px-4">DeepSeek算力</td>
|
||
<td class="py-3 px-4">AI芯片</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">GPU服务器</td>
|
||
<td class="py-3 px-4">以海光K100 GPU服务器为算力基座，自主设计DCU芯片。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">开勒股份</td>
|
||
<td class="py-3 px-4">DeepSeek训练</td>
|
||
<td class="py-3 px-4">AI硬件</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">本地化部署</td>
|
||
<td class="py-3 px-4">研发基于DeepSeek-R1的训推一体机，集成算力与模型应用。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">浪潮软件</td>
|
||
<td class="py-3 px-4">DeepSeek大模型</td>
|
||
<td class="py-3 px-4">AI服务器</td>
|
||
<td class="py-3 px-4">671B解决方案</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">率先发布671B DeepSeek大模型一体机解决方案。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">众诚科技</td>
|
||
<td class="py-3 px-4">AI训推一体机</td>
|
||
<td class="py-3 px-4">AI平台</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">软硬一体化</td>
|
||
<td class="py-3 px-4">打造AI训推一体机，推出TOG/TOB安全可控平台。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">国子软件</td>
|
||
<td class="py-3 px-4">DeepSeek政务</td>
|
||
<td class="py-3 px-4">政务IT</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">本地化部署</td>
|
||
<td class="py-3 px-4">研发"锦"大模型一体机，具备便捷性与安全可控性。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">并行科技</td>
|
||
<td class="py-3 px-4">DeepSeek生态</td>
|
||
<td class="py-3 px-4">AI算力</td>
|
||
<td class="py-3 px-4">全家桶解决方案</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">推出包含DeepSeek一体机的行业解决方案。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">云创数据</td>
|
||
<td class="py-3 px-4">DeepSeek训练</td>
|
||
<td class="py-3 px-4">AI硬件</td>
|
||
<td class="py-3 px-4">大模型训推一体机</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">研发CVector向量计算一体机及大模型训推一体机。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 昇腾推理一体机（250213） -->
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-orange-400 mb-3">昇腾推理一体机（250213）</h3>
|
||
<div class="table-wrapper">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-gray-400">股票</th>
|
||
<th class="text-left py-3 px-4 text-gray-400">项目</th>
|
||
<th class="text-left py-3 px-4 text-gray-400">行业</th>
|
||
<th class="text-left py-3 px-4 text-gray-400">合作</th>
|
||
<th class="text-left py-3 px-4 text-gray-400">产业链</th>
|
||
<th class="text-left py-3 px-4 text-gray-400">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-gray-300">
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">四川长虹</td>
|
||
<td class="py-3 px-4">天宫AT800</td>
|
||
<td class="py-3 px-4">AI训练服务器</td>
|
||
<td class="py-3 px-4">华为</td>
|
||
<td class="py-3 px-4">硬件制造/AI芯片应用</td>
|
||
<td class="py-3 px-4">子公司虹信软件的天宫AT800基于Intel处理器+华为异腾芯片，属于AI训练服务器，且公司间接持股华鲲振宇</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">瑞贝卡</td>
|
||
<td class="py-3 px-4">AI服务器</td>
|
||
<td class="py-3 px-4">AI服务器</td>
|
||
<td class="py-3 px-4">黄河信产、华为</td>
|
||
<td class="py-3 px-4">服务器制造/AI解决方案</td>
|
||
<td class="py-3 px-4">参股黄河信产并发布基于异腾的AI服务器，应用于AI推理场景</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">神州数码</td>
|
||
<td class="py-3 px-4">神州鲲泰推理服务器</td>
|
||
<td class="py-3 px-4">AI推理服务器</td>
|
||
<td class="py-3 px-4">华为</td>
|
||
<td class="py-3 px-4">硬件制造/AI应用</td>
|
||
<td class="py-3 px-4">旗下神州鲲泰产品搭载异腾硬件，支持DeepSeek系列模型部署</td>
|
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</tr>
|
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<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
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<td class="py-3 px-4 font-semibold">烽火通信</td>
|
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<td class="py-3 px-4">长江计算AI训练服务器</td>
|
||
<td class="py-3 px-4">AI训练服务器</td>
|
||
<td class="py-3 px-4">长江计算、华为</td>
|
||
<td class="py-3 px-4">硬件制造</td>
|
||
<td class="py-3 px-4">子公司长计科控股长江计算（异腾整机硬件合作伙伴），推出多款AI训练服务器</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">拓维信息</td>
|
||
<td class="py-3 px-4">兆瀚AI服务器</td>
|
||
<td class="py-3 px-4">AI服务器</td>
|
||
<td class="py-3 px-4">华为</td>
|
||
<td class="py-3 px-4">AI解决方案</td>
|
||
<td class="py-3 px-4">作为异腾战略合作伙伴，产品与DeepSeek-R1N3大模型深度适配</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">云从科技</td>
|
||
<td class="py-3 px-4">从容大模型解决方案</td>
|
||
<td class="py-3 px-4">AI解决方案</td>
|
||
<td class="py-3 px-4">华为</td>
|
||
<td class="py-3 px-4">软件/AI服务</td>
|
||
<td class="py-3 px-4">与华为联合推出基于异腾的"从容大模型"训练推理一体化解决方案</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">云天励飞</td>
|
||
<td class="py-3 px-4">天舟大模型一体机</td>
|
||
<td class="py-3 px-4">大模型一体机</td>
|
||
<td class="py-3 px-4">华为</td>
|
||
<td class="py-3 px-4">AI硬件/AI解决方案</td>
|
||
<td class="py-3 px-4">与华为异腾合作打造"天舟"大模型一体机</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">软通动力</td>
|
||
<td class="py-3 px-4">异腾AI服务器及工作站</td>
|
||
<td class="py-3 px-4">AI服务器</td>
|
||
<td class="py-3 px-4">华为</td>
|
||
<td class="py-3 px-4">硬件制造</td>
|
||
<td class="py-3 px-4">作为鲲鹏/异腾合作伙伴，推出基于异腾算力卡的AI服务器和工作站</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">广电运通</td>
|
||
<td class="py-3 px-4">望道行业大模型一体机</td>
|
||
<td class="py-3 px-4">大模型一体机</td>
|
||
<td class="py-3 px-4">华为</td>
|
||
<td class="py-3 px-4">硬件/AI应用</td>
|
||
<td class="py-3 px-4">子公司广电五舟获异腾技术认证，研发"望道"系列大模型一体机</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold">同方股份</td>
|
||
<td class="py-3 px-4">华知大模型训推一体机</td>
|
||
<td class="py-3 px-4">大模型训推一体机</td>
|
||
<td class="py-3 px-4">华为</td>
|
||
<td class="py-3 px-4">AI解决方案</td>
|
||
<td class="py-3 px-4">与华为联合推出"华知大模型+异腾服务器"解决方案</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
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</div>
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</div>
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tsParticles.load("particles-js", {
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// 添加卡片悬停效果
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document.querySelectorAll('.card-hover').forEach(card => {
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card.addEventListener('mouseenter', function() {
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``` |