[
{
"concept_id": "10529065630577670",
"concept_code": "10512389099234310",
"concept_name": "东数西算(算力)",
"concept_desc": "东数西算是指将东部地区的数据计算需求转移到西部地区进行处理，以优化资源配置和降低能耗。这一概念近年来因国家政策的推动和算力需求的激增而备受关注，特别是在人工智能和大数据领域。",
"concept_keywords": [
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"大数据",
"算力",
"AI算力",
"数字经济",
"东数西算",
"数据中心"
],
"concept_score": 0.22,
"trending_score": 80.0,
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"published_at": 1742797193482,
"first_detected": false,
"stocks": [
{
"market": "SH",
"code": "688256",
"name": "寒武纪",
"description": "寒武纪专注于人工智能核心芯片的研发与销售，其产品广泛应用于云端、边缘计算及终端设备，符合东数西算概念中优化算力资源配置的需求，特别是在AI和大数据领域。",
"relevance": 2.6
},
{
"market": "SH",
"code": "688041",
"name": "海光信息",
"description": "海光信息主营高端处理器研发与销售，其产品广泛应用于服务器和存储设备，符合东数西算概念中对算力资源优化配置的需求，且近期在AI国产算力领域表现突出，入选东数西算概念。",
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},
{
"market": "SH",
"code": "601138",
"name": "工业富联",
"description": "工业富联入选东数西算(算力)概念，因其主营业务涵盖云计算和通信网络设备，且在英伟达GTC2025大会上被提及将受益于Blackwell Ultra服务器的组装和零组件供应，符合东数西算的算力需求。",
"relevance": 2.4
}
],
"docs": [
{
"doc_id": "1099839031891595264",
"title": "中国电子：GTC短期刺激不足；但我们看到长期更大空间",
"url": "https://reportify-qa.xiaobangtouzi.com/reports/1099839031891595264",
"relevance": 0.85
},
{
"doc_id": "1100576885160677376",
"title": "科技行业跟踪报告之五：英伟达GTC2025发布新一代GPU，推动全球AI基础设施建设",
"url": "https://reportify-qa.xiaobangtouzi.com/reports/1100576885160677376",
"relevance": 0.85
},
{
"doc_id": "1099844256144691200",
"title": "AI的进击时刻系列13：英伟达GTC大会开幕，走向代理式AI、物理AI时代",
"url": "https://reportify-qa.xiaobangtouzi.com/reports/1099844256144691200",
"relevance": 0.84
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]
},
{
"concept_id": "10529065644733446",
"concept_code": "10512389541143558",
"concept_name": "人工智能",
"concept_desc": "人工智能（AI）是当前科技发展的核心驱动力之一，广泛应用于医疗、金融、教育等多个领域。随着大模型技术的突破，AI在提升服务效率、优化业务流程等方面展现出巨大潜力。", "concept_keywords": [
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"数据驱动决策",
"人工智能",
"FSD",
"通义大模型",
"智能驾驶",
"激光雷达",
"AI",
"端侧大模型",
"计算机视觉",
],
"concept_score": 0.37,
"trending_score": 134.0,
"scored_at": 1742800000000,
"published_at": 1742797193698,
"first_detected": false,
"stocks": [
{
"market": "SZ",
"code": "002230",
"name": "iFLYTEK",
"description": "iFLYTEK专注于人工智能核心技术研究及产品研发，广泛应用于教育、医疗、金融等领域，符合人工智能热点概念，且近期参与AI+Communication Service白皮书，进一步凸显其在AI领域的影响力。",
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{
"market": "SH",
"code": "688561",
"name": "奇安信科技集团股份有限公司",
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"relevance": 2.4
},
{
"market": "SH",
"code": "688111",
"name": "金山办公",
"description": "金山办公凭借其WPSAI办公助手等AI产品，成功将人工智能技术应用于办公软件领域，提升了办公效率，符合人工智能热点概念，因此入选。",
"relevance": 2.2
}
],
"docs": [
{
"doc_id": "1100563857535012864",
"title": "人工智能：《人工智能生成合成内容标识办法》发布，规范人工智能行业发展",
"url": "https://reportify-qa.xiaobangtouzi.com/reports/1100563857535012864",
"relevance": 0.95
},
{
"doc_id": "1100680568103899136",
"title": "珠海最新公布！“三张清单”到底是啥？民营科技迎来重大利好",
"url": "https://reportify-qa.xiaobangtouzi.com/reports/1100680568103899136",
"relevance": 0.95
},
{
"doc_id": "1100738908834107392",
"title": "全球技术报告：金融服务业洞察",
"url": "https://reportify-qa.xiaobangtouzi.com/reports/1100738908834107392",
"relevance": 0.95
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