AlphaVault Wiki - 投研知识库/title> <style> *, *::before, *::after { box-sizing: border-box; margin: 0; padding: 0; } :root { --bg: #ffffff; --bg-col: #ffffff; --bg-header: #fafafa; --bg-hover: #fafafa; --text: #171717; --text-secondary: #525252; --text-tertiary: #a3a3a3; --border: #f0f0f0; --border-strong: #e5e5e5; --green: #16a34a; --green-bg: #f0fdf4; --green-border: #bbf7d0; --red: #dc2626; --red-bg: #fef2f2; --red-border: #fecaca; --purple: #7c3aed; --purple-bg: #f5f3ff; --purple-border: #ddd6fe; --orange: #ea580c; --orange-dot: #f97316; --cyan: #0d9488; --cyan-bg: #f0fdfa; --cyan-border: #ccfbf1; } body { font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", sans-serif; font-size: 13px; line-height: 1.5; color: var(--text); background: var(--bg); -webkit-font-smoothing: antialiased; height: 100vh; overflow: hidden; } a { text-decoration: none; color: inherit; } .topbar { background: var(--bg-header); color: var(--text); padding: 0 20px; height: 44px; display: flex; align-items: center; justify-content: space-between; flex-shrink: 0; border-bottom: 1px solid var(--border); } .topbar-brand { display: flex; align-items: center; gap: 10px; font-size: 13px; font-weight: 700; letter-spacing: 0.5px; } .topbar-brand .logo { color: var(--purple); font-size: 16px; } .topbar-brand .sep { color: var(--text-tertiary); font-weight: 400; } .topbar-brand .sub { color: var(--text-tertiary); font-weight: 500; font-size: 11px; letter-spacing: 1px; text-transform: uppercase; } .topbar-right { display: flex; align-items: center; gap: 14px; font-size: 12px; } .topbar-right .live { display: flex; align-items: center; gap: 6px; color: var(--green); font-weight: 600; } .topbar-right .live::before { content: ''; width: 6px; height: 6px; border-radius: 50%; background: var(--green); } .topbar-right .meta { color: var(--text-tertiary); } .topbar-right .docs { color: var(--text-secondary); font-weight: 500; } .workspace { display: grid; grid-template-columns: 1.3fr 1fr 1fr; gap: 1px; background: var(--border-strong); height: calc(100vh - 44px); } @media (max-width: 1024px) { .workspace { grid-template-columns: 1fr; grid-template-rows: 1.3fr 1fr 1fr; overflow-y: auto; height: auto; } .col { height: auto; min-height: 360px; } } .col { background: var(--bg-col); display: flex; flex-direction: column; overflow: hidden; } .col-header { display: flex; align-items: center; justify-content: space-between; padding: 12px 16px; border-bottom: 1px solid var(--border); background: #fafafa; flex-shrink: 0; } .col-title { font-size: 12px; font-weight: 700; letter-spacing: 0.8px; color: var(--text); display: flex; align-items: center; gap: 8px; } .col-title .num { color: var(--text-tertiary); font-weight: 600; font-size: 11px; } .col-title .cn { color: var(--text-secondary); font-weight: 500; letter-spacing: 0.3px; } .col-count { font-size: 11px; font-weight: 600; color: var(--text-tertiary); } .col-body { flex: 1; overflow-y: auto; scrollbar-width: thin; scrollbar-color: var(--border) transparent; } .col-body::-webkit-scrollbar { width: 5px; } .col-body::-webkit-scrollbar-thumb { background: var(--border); border-radius: 3px; } .r-row { display: flex; align-items: center; gap: 0; border-bottom: 1px solid var(--border); transition: background 0.08s; cursor: pointer; height: 40px; padding-right: 16px; } .r-row:hover { background: var(--bg-hover); } .r-strip { width: 3px; height: 100%; flex-shrink: 0; } .r-strip.industry { background: var(--green); } .r-strip.stock { background: var(--purple); } .r-badge { font-size: 10px; font-weight: 600; padding: 2px 7px; border-radius: 4px; margin-left: 12px; flex-shrink: 0; } .r-badge.industry { background: var(--green-bg); color: var(--green); border: 1px solid var(--green-border); } .r-badge.stock { background: var(--purple-bg); color: var(--purple); border: 1px solid var(--purple-border); } .r-date { font-size: 12px; color: var(--text-tertiary); margin-left: 12px; flex-shrink: 0; font-variant-numeric: tabular-nums; width: 44px; } .r-title { font-size: 13.5px; font-weight: 500; color: var(--text); white-space: nowrap; overflow: hidden; text-overflow: ellipsis; margin-left: 12px; flex: 1; min-width: 0; } .d-row { display: flex; align-items: center; gap: 0; border-bottom: 1px solid var(--border); transition: background 0.08s; cursor: pointer; height: 40px; padding-right: 16px; } .d-row:hover { background: var(--bg-hover); } .d-badge { font-size: 10px; font-weight: 600; padding: 2px 7px; border-radius: 4px; margin-left: 14px; flex-shrink: 0; } .d-badge.d { background: var(--cyan-bg); color: var(--cyan); border: 1px solid var(--cyan-border); } .d-badge.w { background: #f5f5f5; color: var(--text-secondary); border: 1px solid #e5e5e5; } .d-date { font-size: 12px; color: var(--text-tertiary); margin-left: 12px; flex-shrink: 0; font-variant-numeric: tabular-nums; width: 68px; } .d-title { font-size: 13.5px; font-weight: 500; color: var(--text); white-space: nowrap; overflow: hidden; text-overflow: ellipsis; margin-left: 12px; flex: 1; min-width: 0; } .sub-section { border-bottom: 1px solid var(--border); } .sub-header { display: flex; align-items: center; justify-content: space-between; padding: 10px 16px; background: #fafafa; font-size: 11px; font-weight: 700; letter-spacing: 0.6px; color: var(--text); } .sub-header .count { font-size: 11px; font-weight: 600; color: var(--text-tertiary); } .chain-grid { display: grid; grid-template-columns: 1fr 1fr; gap: 8px; padding: 12px 16px; } .chain-cell { display: flex; align-items: center; gap: 8px; padding: 8px 12px; border-radius: 6px; background: #fafafa; color: var(--text); font-size: 12.5px; font-weight: 500; border: 1px solid var(--border); transition: all 0.15s; cursor: pointer; } .chain-cell:hover { border-color: var(--green-border); background: var(--green-bg); color: var(--green); } .chain-cell .dot { width: 6px; height: 6px; border-radius: 50%; background: var(--orange-dot); flex-shrink: 0; } .tag-cloud { display: flex; flex-wrap: wrap; gap: 8px; padding: 12px 16px; } .tag-pill { padding: 5px 12px; border-radius: 6px; font-size: 12.5px; font-weight: 500; border: 1px solid transparent; transition: all 0.15s; cursor: pointer; } .tag-pill.stock { background: var(--red-bg); color: var(--red); border-color: var(--red-border); } .tag-pill.stock:hover { background: var(--red); color: #fff; } .tag-pill.concept { background: var(--purple-bg); color: var(--purple); border-color: var(--purple-border); } .tag-pill.concept:hover { background: var(--purple); color: #fff; } </style> </head> <body> <header class="topbar"> <div class="topbar-brand"> <span class="logo">鐮?/span> <span>AlphaVault</span> <span class="sep">/</span> <span class="sub">Wiki</span> </div> <div class="topbar-right"> <span class="live">LIVE</span> <span class="meta">2026-05-01</span> <span class="docs">95 DOCS</span> </div> </header> <div class="workspace"> <div class="col"> <div class="col-header"> <div class="col-title"><span class="num">[01]</span> 个股鐮旂┒ <span class="cn">路研究报告</span></div> <span class="col-count">15 篇/span> </div> <div class="col-body"> <a href="/05-研究报告/688808 联讯仪器基本面报告/" class="r-row"><div class="r-strip industry"></div><span class="r-badge industry">行业分析</span><span class="r-date"></span><span class="r-title">688808 联讯仪器基本面报告</span></a><a href="/05-研究报告/Agent爆发背景下的Token产业链分析_2026-04-22/" class="r-row"><div class="r-strip industry"></div><span class="r-badge industry">行业分析</span><span class="r-date"></span><span class="r-title">Agent爆发背景下的Token产业链分析_2026-04-22</span></a><a href="/05-研究报告/Intel财报与CPU产业链瓶颈深度分析_20260426/" class="r-row"><div class="r-strip industry"></div><span class="r-badge industry">行业分析</span><span class="r-date"></span><span class="r-title">Intel财报与CPU产业链瓶颈深度分析_20260426</span></a><a href="/05-研究报告/PCB行业深度分析_三层超级周期与五大紧缺环节_20260418/" class="r-row"><div class="r-strip industry"></div><span class="r-badge industry">行业分析</span><span class="r-date"></span><span class="r-title">PCB行业深度分析_三层超级周期与五大紧缺环节_20260418</span></a><a href="/05-研究报告/中际旭创Q1财报产业链深度分析2026-04-18/" class="r-row"><div class="r-strip industry"></div><span class="r-badge industry">行业分析</span><span class="r-date"></span><span class="r-title">中际旭创Q1财报产业链深度分析2026-04-18</span></a><a href="/05-研究报告/先导基电完整主报告/" class="r-row"><div class="r-strip industry"></div><span class="r-badge industry">行业分析</span><span class="r-date"></span><span class="r-title">先导基电完整主报告</span></a><a href="/05-研究报告/利通电子算力租赁涨价利润验证分析_20260428/" class="r-row"><div class="r-strip industry"></div><span class="r-badge industry">行业分析</span><span class="r-date"></span><span class="r-title">利通电子算力租赁涨价利润验证分析_20260428</span></a><a href="/05-研究报告/台积电最新业绩产业信号与产业链紧缺环节分析_2026-04-22/" class="r-row"><div class="r-strip industry"></div><span class="r-badge industry">行业分析</span><span class="r-date"></span><span class="r-title">台积电最新业绩产业信号与产业链紧缺环节分析_2026-04-22</span></a><a href="/05-研究报告/国产芯片26Q1财报研究报告/" class="r-row"><div class="r-strip industry"></div><span class="r-badge industry">行业分析</span><span class="r-date"></span><span class="r-title">国产芯片26Q1财报研究报告</span></a><a href="/05-研究报告/工业富联_Rubin节奏分析_20260419/" class="r-row"><div class="r-strip industry"></div><span class="r-badge industry">行业分析</span><span class="r-date"></span><span class="r-title">工业富联_Rubin节奏分析_20260419</span></a><a href="/05-研究报告/特斯拉2026Q1_Optimus研发与量产进度分析_20260426/" class="r-row"><div class="r-strip industry"></div><span class="r-badge industry">行业分析</span><span class="r-date"></span><span class="r-title">特斯拉2026Q1_Optimus研发与量产进度分析_20260426</span></a><a href="/05-研究报告/珂玛科技基本面分析/" class="r-row"><div class="r-strip industry"></div><span class="r-badge industry">行业分析</span><span class="r-date"></span><span class="r-title">珂玛科技基本面分析</span></a><a href="/05-研究报告/移为通信_基本面与AI关联性深度分析/" class="r-row"><div class="r-strip industry"></div><span class="r-badge industry">行业分析</span><span class="r-date"></span><span class="r-title">移为通信_基本面与AI关联性深度分析</span></a><a href="/05-研究报告/端侧芯片物联网Q1业绩分化分析_20260426/" class="r-row"><div class="r-strip industry"></div><span class="r-badge industry">行业分析</span><span class="r-date"></span><span class="r-title">端侧芯片物联网Q1业绩分化分析_20260426</span></a><a href="/05-研究报告/行云科技-算力业务发展脉络/" class="r-row"><div class="r-strip stock"></div><span class="r-badge stock">个股</span><span class="r-date">04-29</span><span class="r-title">行云科技（300209.SZ）算力业务发展脉络梳理</span></a> </div> </div> <div class="col"> <div class="col-header"> <div class="col-title"><span class="num">[02]</span> 日周报<span class="cn">路日周报/span></div> <span class="col-count">9 篇/span> </div> <div class="col-body"> <a href="/06-日周报/【2026-04-21】投资逻辑更新/" class="d-row"><span class="d-badge d">日报</span><span class="d-date"></span><span class="d-title">【2026-04-21】投资逻辑更新</span></a><a href="/06-日周报/【2026-04-22】投资逻辑更新/" class="d-row"><span class="d-badge d">日报</span><span class="d-date"></span><span class="d-title">【2026-04-22】投资逻辑更新</span></a><a href="/06-日周报/【2026-04-27】投资逻辑更新/" class="d-row"><span class="d-badge d">日报</span><span class="d-date">2026-04-29</span><span class="d-title">【2026-04-27】投资逻辑更新</span></a><a href="/06-日周报/【2026-04-28】投资逻辑更新/" class="d-row"><span class="d-badge d">日报</span><span class="d-date">2026-04-28</span><span class="d-title">【2026-04-28】投资逻辑更新</span></a><a href="/06-日周报/【2026-04-26】周报：产业信号强度梳理/" class="d-row"><span class="d-badge w">周报</span><span class="d-date">2026-04-26</span><span class="d-title">【2026-04-26】周报：产业信号强度梳理</span></a><a href="/06-日周报/【2026-04-26】投资逻辑更新/" class="d-row"><span class="d-badge d">日报</span><span class="d-date">2026-04-26</span><span class="d-title">【2026-04-26】投资逻辑更新</span></a><a href="/06-日周报/【2026-04-25】投资逻辑更新/" class="d-row"><span class="d-badge d">日报</span><span class="d-date">2026-04-25</span><span class="d-title">【2026-04-25】投资逻辑更新</span></a><a href="/06-日周报/【2026-04-24】投资逻辑更新/" class="d-row"><span class="d-badge d">日报</span><span class="d-date">2026-04-24</span><span class="d-title">【2026-04-24】投资逻辑更新</span></a><a href="/06-日周报/【2026-04-30】投资逻辑更新/" class="d-row"><span class="d-badge d">日报</span><span class="d-date"></span><span class="d-title">【2026-04-30】投资逻辑更新</span></a> </div> </div> <div class="col"> <div class="col-header"> <div class="col-title"><span class="num">[03]</span> 索引 <span class="cn">· 图谱 & 标签</span></div> <span class="col-count">71 篇/span> </div> <div class="col-body"> <div class="sub-section"> <div class="sub-header">产业链图谱<span class="count">10 篇/span></div> <div class="chain-grid"> <a href="/03-产业链图谱/AI基建-PCB/" class="chain-cell"><span class="dot"></span>AI基建-PCB</a><a href="/03-产业链图谱/AI基建-光互联/" class="chain-cell"><span class="dot"></span>AI基建-光互联</a><a href="/03-产业链图谱/AI基建-半导体/" class="chain-cell"><span class="dot"></span>AI基建-半导体</a><a href="/03-产业链图谱/AI基建-存储/" class="chain-cell"><span class="dot"></span>AI基建-存储</a><a href="/03-产业链图谱/AI基建-液冷/" class="chain-cell"><span class="dot"></span>AI基建-液冷</a><a href="/03-产业链图谱/AI基建-电力/" class="chain-cell"><span class="dot"></span>AI基建-电力</a><a href="/03-产业链图谱/AI基建-算力租赁/" class="chain-cell"><span class="dot"></span>AI基建-算力租赁</a><a href="/03-产业链图谱/AI应用/" class="chain-cell"><span class="dot"></span>AI应用</a><a href="/03-产业链图谱/机器人/" class="chain-cell"><span class="dot"></span>机器人</a><a href="/03-产业链图谱/航天低空/" class="chain-cell"><span class="dot"></span>航天低空</a> </div> </div> <div class="sub-section"> <div class="sub-header">个股词条 <span class="count">46 支/span></div> <div class="tag-cloud"> <a href="/01-个股词条/AMD/" class="tag-pill stock">AMD</a><a href="/01-个股词条/ASML/" class="tag-pill stock">ASML</a><a href="/01-个股词条/Bloom Energy/" class="tag-pill stock">Bloom Energy</a><a href="/01-个股词条/GE Vernova/" class="tag-pill stock">GE Vernova</a><a href="/01-个股词条/Intel/" class="tag-pill stock">Intel</a><a href="/01-个股词条/Marvell/" class="tag-pill stock">Marvell</a><a href="/01-个股词条/Meta/" class="tag-pill stock">Meta</a><a href="/01-个股词条/OpenAI/" class="tag-pill stock">OpenAI</a><a href="/01-个股词条/Vertiv/" class="tag-pill stock">Vertiv</a><a href="/01-个股词条/三花智控/" class="tag-pill stock">三花智控</a><a href="/01-个股词条/中钨高新/" class="tag-pill stock">中钨高新</a><a href="/01-个股词条/中际旭创/" class="tag-pill stock">中际旭创</a><a href="/01-个股词条/伟测科技/" class="tag-pill stock">伟测科技</a><a href="/01-个股词条/先导基电/" class="tag-pill stock">先导基电</a><a href="/01-个股词条/利通电子/" class="tag-pill stock">利通电子</a><a href="/01-个股词条/北特科技/" class="tag-pill stock">北特科技</a><a href="/01-个股词条/卓胜微/" class="tag-pill stock">卓胜微</a><a href="/01-个股词条/博通/" class="tag-pill stock">博通</a><a href="/01-个股词条/台积电/" class="tag-pill stock">台积电</a><a href="/01-个股词条/四方达/" class="tag-pill stock">四方达</a><a href="/01-个股词条/大华股份/" class="tag-pill stock">大华股份</a><a href="/01-个股词条/寒武纪/" class="tag-pill stock">寒武纪</a><a href="/01-个股词条/工业富联/" class="tag-pill stock">工业富联</a><a href="/01-个股词条/希捷科技/" class="tag-pill stock">希捷科技</a><a href="/01-个股词条/德州仪器/" class="tag-pill stock">德州仪器</a><a href="/01-个股词条/恒立液压/" class="tag-pill stock">恒立液压</a><a href="/01-个股词条/拓普集团/" class="tag-pill stock">拓普集团</a><a href="/01-个股词条/新易盛/" class="tag-pill stock">新易盛</a><a href="/01-个股词条/日月光投控/" class="tag-pill stock">日月光投控</a><a href="/01-个股词条/浙江荣泰/" class="tag-pill stock">浙江荣泰</a><a href="/01-个股词条/特斯拉/" class="tag-pill stock">特斯拉</a><a href="/01-个股词条/珂玛科技/" class="tag-pill stock">珂玛科技</a><a href="/01-个股词条/盛科通信-U/" class="tag-pill stock">盛科通信-U</a><a href="/01-个股词条/福赛科技/" class="tag-pill stock">福赛科技</a><a href="/01-个股词条/科达利/" class="tag-pill stock">科达利</a><a href="/01-个股词条/移为通信/" class="tag-pill stock">移为通信</a><a href="/01-个股词条/紫光股份/" class="tag-pill stock">紫光股份</a><a href="/01-个股词条/绿的谐波/" class="tag-pill stock">绿的谐波</a><a href="/01-个股词条/美光科技/" class="tag-pill stock">美光科技</a><a href="/01-个股词条/胜宏科技/" class="tag-pill stock">胜宏科技</a><a href="/01-个股词条/芯原股份/" class="tag-pill stock">芯原股份</a><a href="/01-个股词条/英伟达/" class="tag-pill stock">英伟达</a><a href="/01-个股词条/茂莱光学/" class="tag-pill stock">茂莱光学</a><a href="/01-个股词条/谷歌/" class="tag-pill stock">谷歌</a><a href="/01-个股词条/鸣志电器/" class="tag-pill stock">鸣志电器</a><a href="/01-个股词条/鼎通科技/" class="tag-pill stock">鼎通科技</a> </div> </div> <div class="sub-section"> <div class="sub-header">概念词条 <span class="count">15 条/span></div> <div class="tag-cloud"> <a href="/02-概念词条/AI应用/" class="tag-pill concept">AI应用</a><a href="/02-概念词条/AI智能体/" class="tag-pill concept">AI智能体</a><a href="/02-概念词条/DeepSeek概念/" class="tag-pill concept">DeepSeek概念</a><a href="/02-概念词条/PCB概念/" class="tag-pill concept">PCB概念</a><a href="/02-概念词条/先进封装/" class="tag-pill concept">先进封装</a><a href="/02-概念词条/共封装光学(CPO)/" class="tag-pill concept">共封装光学(CPO)</a><a href="/02-概念词条/华为昇腾/" class="tag-pill concept">华为昇腾</a><a href="/02-概念词条/存储芯片/" class="tag-pill concept">存储芯片</a><a href="/02-概念词条/数据中心/" class="tag-pill concept">数据中心</a><a href="/02-概念词条/液冷服务器/" class="tag-pill concept">液冷服务器</a><a href="/02-概念词条/特斯拉概念/" class="tag-pill concept">特斯拉概念</a><a href="/02-概念词条/算力租赁/" class="tag-pill concept">算力租赁</a><a href="/02-概念词条/芯片概念/" class="tag-pill concept">芯片概念</a><a href="/02-概念词条/英伟达概念/" class="tag-pill concept">英伟达概念</a><a href="/02-概念词条/铜缆高速连接/" class="tag-pill concept">铜缆高速连接</a> </div> </div> </div> </div> </div> </body> </html>