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{
  "categories": [
    {
      "name": "PCB 环节（核心主线）",
      "border": "border-red",
      "stocks": [
        {
          "name": "胜宏科技",
          "code": "300476",
          "tags": [],
          "logic": "N1X 52层M9高频PCB独家供应商，英伟达GPU PCB市占~50%，单机价值量翻5-7倍",
          "logicTags": ["独家PCB", "M9高频"],
          "highlightTags": ["独家PCB"]
        },
        {
          "name": "沪电股份",
          "code": "002463",
          "tags": [],
          "logic": "英伟达AI服务器PCB龙头，北美份额超80%，受益服务器+AI PC双增量",
          "logicTags": ["北美份额80%"],
          "highlightTags": []
        },
        {
          "name": "深南电路",
          "code": "002916",
          "tags": [],
          "logic": "高端PCB+封装基板双布局，卡位Chiplet封测基板赛道",
          "logicTags": ["Chiplet基板"],
          "highlightTags": []
        }
      ]
    },
    {
      "name": "代工/整机（确定性最高）",
      "border": "border-blue",
      "stocks": [
        {
          "name": "工业富联",
          "code": "601138",
          "tags": [],
          "logic": "英伟达全球最大代工厂（份额70%+），N1X品牌机（联想/戴尔/惠普）主力ODM，全链条绑定",
          "logicTags": ["份额70%", "ODM一条龙"],
          "highlightTags": ["份额70%"]
        },
        {
          "name": "华勤技术",
          "code": "603296",
          "tags": [],
          "logic": "N1X白牌/新锐品牌主力代工，AI PC占比约30%，单机价值提升50-100%",
          "logicTags": ["价值翻倍"],
          "highlightTags": []
        }
      ]
    },
    {
      "name": "先进封装",
      "border": "border-purple",
      "stocks": [
        {
          "name": "长电科技",
          "code": "600584",
          "tags": [],
          "logic": "国内唯一通过英伟达H20/B100封装认证，XDFOI Chiplet已量产",
          "logicTags": ["英伟达认证", "Chiplet量产"],
          "highlightTags": ["英伟达认证"]
        },
        {
          "name": "通富微电",
          "code": "002156",
          "tags": [],
          "logic": "Chiplet封装技术成熟，承接N1X相关封测订单",
          "logicTags": ["Chiplet成熟"],
          "highlightTags": []
        }
      ]
    },
    {
      "name": "上游材料",
      "border": "border-orange",
      "stocks": [
        {
          "name": "生益科技",
          "code": "600183",
          "tags": [],
          "logic": "M9级覆铜板核心供货，英伟达认证，PC+服务器双驱动",
          "logicTags": ["M9覆铜板", "英伟达认证"],
          "highlightTags": []
        },
        {
          "name": "铜冠铜箔",
          "code": "301217",
          "tags": [],
          "logic": "国内HVLP高端铜箔龙头，AI服务器PCB绕不开的上游",
          "logicTags": ["HVLP铜箔"],
          "highlightTags": []
        },
        {
          "name": "隆扬电子",
          "code": "301389",
          "tags": [],
          "logic": "M7/M8高端铜箔供应商，N1X核心材料环节",
          "logicTags": ["M7/M8铜箔"],
          "highlightTags": []
        },
        {
          "name": "联瑞新材",
          "code": "688300",
          "tags": [],
          "logic": "M9球形硅微粉龙头，英伟达高频板核心填料",
          "logicTags": ["M9硅微粉"],
          "highlightTags": []
        }
      ]
    },
    {
      "name": "散热与电源",
      "border": "border-green",
      "stocks": [
        {
          "name": "英维克",
          "code": "002837",
          "tags": [],
          "logic": "英伟达双认证液冷龙头，AI PC高功耗散热核心受益",
          "logicTags": ["双认证液冷"],
          "highlightTags": []
        },
        {
          "name": "铂科新材",
          "code": "300811",
          "tags": [],
          "logic": "英伟达独家电感软磁粉芯供货，受益电源硬件升级",
          "logicTags": ["独家电感", "软磁粉芯"],
          "highlightTags": ["独家电感"]
        },
        {
          "name": "领益智造",
          "code": "002600",
          "tags": [],
          "logic": "均热板+散热模组主力供应商",
          "logicTags": [],
          "highlightTags": []
        }
      ]
    },
    {
      "name": "光模块/连接",
      "border": "border-teal",
      "stocks": [
        {
          "name": "中际旭创",
          "code": "300308",
          "tags": [],
          "logic": "高速光模块配套，受益PC+数据中心双线需求",
          "logicTags": [],
          "highlightTags": []
        },
        {
          "name": "天孚通信",
          "code": "300394",
          "tags": [],
          "logic": "高速光引擎配套，受益PC+数据中心双线需求",
          "logicTags": [],
          "highlightTags": []
        }
      ]
    }
  ]
}

border颜色: border-red/橙/紫/蓝 | tags: 标签数组 | logic: 描述 | logicTags: 标签 | highlightTags: 高亮标签

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