天天财经-提供金融入门知识-投资理财技巧-科技

马来西亚查获1211万美元AI晶片走私！30台伺服器遭扣、至少5案涉同一集团
2026-10-28 网络阅读（0）
马来西亚海关周三（28日）表示，当局本月查获价值约4,950万令吉（约1,211万美元）的先进人工智慧（AI）晶片，并持续追查一个涉嫌利用马来西亚主要机场走私高效能半导体的犯罪集团。根据《路透》报导，马来西亚吉隆坡国际机场海关主管Aspalila Ag Tuah向记者表示，当局10月15日在吉隆坡国际机场自由贸易区进行检查时，发现一批装有先进AI晶片的30台伺服器。她表示，初步调查发现，这批货物来自亚洲某个国家，原定再出口至亚洲另一个国家，而此类转运须取得贸易许可。 Aspalila指出，这
辉达独家供应松动！OpenAI计划向谷歌采购TPU晶片　专家：算力市场「多极竞争」来了
2026-10-28 网络阅读（1）
OpenAI传向谷歌采购自研TPU晶片，双方合作在16个月内完成「三级跳」。 OpenAI近期招募TPU适配与优化工程师，被视为大规模采购前置讯号。谷歌TPU由内部工具转向外部商品；TrendForce估辉达AI伺服器处理器市占2025年69.6%降至2026年64%。
Anthropic IPO招股书15大关键！上半年净亏807亿美元、警告AI可能毁灭人类
2026-10-28 网络阅读（1）
Anthropic 26日向SEC提交S-1启动IPO，募资规模传上看1000亿美元 2026年上半年净亏损807.48亿美元，其中723.88亿美元来自公允价值变动；第二季营业利益达9.74亿美元创办人握有50.1%投票权，未来10年算力支出承诺至少5,180亿美元，招股书并揭露多项AI安全风险
CISA发布紧急指令限期修补！PHP爆发高危漏洞引发全球网站预防性关闭潮
2026-10-28 网络阅读（4）
PHP爆出CVE-2026-109618、109619两漏洞，风险9.2分，CISA列入已知被利用漏洞。漏洞潜伏逾十年，AI仅两天找到触发入口，全球攻击尝试暴增至数百万次。多国政府与企业预防性下线网站，PHP基金会已发Patch，专家警告长尾攻击威胁。
3.5兆美元！Space为何要跟特斯拉合并？分析师示警：恐是资产负债表的数字游戏
2026-10-28 网络阅读（4）
马斯克证实SpaceX与特斯拉已成立独立董事特别委员会，评估合并可行性，他因利益冲突回避谈判按现估值，SpaceX约2兆美元、特斯拉近1.5兆美元，若合并将成约3.5兆美元巨型集团；但特斯拉须获逾50%股份赞成，门槛极高 SpaceX与特斯拉已有Megapack等关联交易，治理与稀释风险仍受关注
〈分析〉高盛：AI对美国经济的推力最快年底触顶留意利率与财富效应
2026-10-28 网络阅读（5）
高盛Jan Hatzius称，AI对美国成长的贡献料在2026年底至2027年初触顶，主因是边际增幅放缓。他指AI投资仍升，但《大而美法案》奖励折旧效应消退，将压抑资本支出成长。若长债殖利率续高、AI股退潮，高盛估将拖累GDP与消费，AI导入也可能压抑就业。
连两天涨到熔断！受SK海力士财报「炸裂」、750亿美元回馈股东计划激励　韩股早盘狂飙逾6%
2026-10-28 网络阅读（4）
KOSPI今早飙逾6%，韩国交易所启动Sidecar熔断机制，SK海力士、三星早盘皆涨逾9% SK海力士第3季营收104.62兆韩元、营业利益83.33兆韩元，双双创高，营益率冲上80% SK海力士称2026财年拟返还股东约百兆韩元，并已与14家客户签LTA，DRAM与HBM产能至2029年实质售罄
《大卖空》原型解释为何做空AI新贵CoreWeave！喊「这种模式我们看过」
2026-10-28 网络阅读（6）
Seawolf Capital 建立 CoreWeave 空头部位，质疑 AI 算力租赁模式的可持续性 Daniel 指出，GPU 寿命不确定、晶片供给扩张，恐削弱 CoreWeave 竞争优势 CoreWeave 预计 2027 年面临自由现金流缺口，若无法取得数百亿美元低成本融资，营运恐受冲击
为CES 2027做准备！三星会长李在镕视察机器人研发中心加速布局人形机器人
2026-10-28 网络阅读（6）
李在镕27日视察RX事业推进室，确认CES 2027公开人形机器人筹备；今年7月成立后首次督导机器人业务三星将机器人列为新增长动力，先导入半导体、手机、家电工厂，目标2030年前打造全球AI自主工厂三星整合集团电池、感测器、AI晶片与OLED资源，并评估入股海外技术公司，加速人形机器人商用化
〈财报〉AI记忆体赚翻！SK海力士Q3营业利益暴增六倍祭全年100兆韩元回馈股东
2026-10-28 网络阅读（4）
SK海力士第3季营收104.62兆韩元、营业利益83.33兆韩元，双双创高并大幅优于预期，营业利益年增632.1%。公司称记忆体供应短缺将持续至2030年，HBM4第4季起出货与营收将超越HBM3E，并扩产清州M15X。今年股东报酬总额上看100兆韩元，含至少30兆现金股利、60兆库藏股。

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"马来西亚海关周三（28日）表示，当局本月查获价值约4,950万令吉（约1,211万美元）的先进人工智慧（AI）晶片，并持续追查一个涉嫌利用马来西亚主要机场走私高效能半导体的犯罪集团。根据《路透》报导，马来西亚吉隆坡国际机场海关主管Aspalila Ag Tuah向记者表示，当局10月15日在吉隆坡国际机场自由贸易区进行检查时，发现一批装有先进AI晶片的30台伺服器。她表示，初步调查发现，这批货物来自亚洲某个国家，原定再出口至亚洲另一个国家，而此类转运须取得贸易许可。 Aspalila指出，这", "createdAt": "2026-10-28T09:40:04.000Z", "author": "网络", "pv": 0, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 22159, "title": "辉达独家供应松动！OpenAI计划向谷歌采购TPU晶片　专家：算力市场「多极竞争」来了", "shortTitle": "辉达独家供应松动！OpenAI计划向谷歌采购TPU晶片　专家", "img": "https://cimg.cnyes.cool/prod/news/6639452/l/14439c0f5db661e16ebf9ea89076c4ca.jpg", "description": "OpenAI传向谷歌采购自研TPU晶片，双方合作在16个月内完成「三级跳」。
OpenAI近期招募TPU适配与优化工程师，被视为大规模采购前置讯号。
谷歌TPU由内部工具转向外部商品；TrendForce估辉达AI伺服器处理器市占2025年69.6%降至2026年64%。", "createdAt": "2026-10-28T08:40:07.000Z", "author": "网络", "pv": 1, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 22160, "title": "Anthropic IPO招股书15大关键！上半年净亏807亿美元、警告AI可能毁灭人类", "shortTitle": "Anthropic IPO招股书15大关键！上半年净亏807", "img": "https://cimg.cnyes.cool/prod/news/6639431/l/d819eaaa8cd04fc58734a2071997e168.jpg", "description": "Anthropic 26日向SEC提交S-1启动IPO，募资规模传上看1000亿美元
2026年上半年净亏损807.48亿美元，其中723.88亿美元来自公允价值变动；第二季营业利益达9.74亿美元
创办人握有50.1%投票权，未来10年算力支出承诺至少5,180亿美元，招股书并揭露多项AI安全风险", "createdAt": "2026-10-28T08:40:06.000Z", "author": "网络", "pv": 1, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 22140, "title": "CISA发布紧急指令限期修补！PHP爆发高危漏洞引发全球网站预防性关闭潮", "shortTitle": "CISA发布紧急指令限期修补！PHP爆发高危漏洞引发全球网", "img": "https://cimg.cnyes.cool/prod/news/6639376/l/fcc04487566f093de1ce85d333554a70.jpg", "description": "PHP爆出CVE-2026-109618、109619两漏洞，风险9.2分，CISA列入已知被利用漏洞。
漏洞潜伏逾十年，AI仅两天找到触发入口，全球攻击尝试暴增至数百万次。
多国政府与企业预防性下线网站，PHP基金会已发Patch，专家警告长尾攻击威胁。", "createdAt": "2026-10-28T06:10:03.000Z", "author": "网络", "pv": 4, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 22141, "title": "3.5兆美元！Space为何要跟特斯拉合并？分析师示警：恐是资产负债表的数字游戏", "shortTitle": "3.5兆美元！Space为何要跟特斯拉合并？分析师示警：恐是", "img": "https://cimg.cnyes.cool/prod/news/6639190/l/ced2beb4440e24d5d0c9d3f915d12595.jpg", "description": "马斯克证实SpaceX与特斯拉已成立独立董事特别委员会，评估合并可行性，他因利益冲突回避谈判
按现估值，SpaceX约2兆美元、特斯拉近1.5兆美元，若合并将成约3.5兆美元巨型集团；但特斯拉须获逾50%股份赞成，门槛极高
SpaceX与特斯拉已有Megapack等关联交易，治理与稀释风险仍受关注", "createdAt": "2026-10-28T06:00:05.000Z", "author": "网络", "pv": 4, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 22142, "title": "〈分析〉高盛：AI对美国经济的推力最快年底触顶留意利率与财富效应", "shortTitle": "〈分析〉高盛：AI对美国经济的推力最快年底触顶留意利率与财", "img": "https://cimg.cnyes.cool/prod/news/6639361/l/754b2cb89f0eed0bfae42e1a489aaef3.jpg", "description": "高盛Jan Hatzius称，AI对美国成长的贡献料在2026年底至2027年初触顶，主因是边际增幅放缓。
他指AI投资仍升，但《大而美法案》奖励折旧效应消退，将压抑资本支出成长。
若长债殖利率续高、AI股退潮，高盛估将拖累GDP与消费，AI导入也可能压抑就业。", "createdAt": "2026-10-28T05:30:02.000Z", "author": "网络", "pv": 5, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 22101, "title": "连两天涨到熔断！受SK海力士财报「炸裂」、750亿美元回馈股东计划激励　韩股早盘狂飙逾6%", "shortTitle": "连两天涨到熔断！受SK海力士财报「炸裂」、750亿美元回馈股", "img": "https://cimg.cnyes.cool/prod/news/6639268/l/16f0427d3af3ed8b8fae508379f25288.jpg", "description": "KOSPI今早飙逾6%，韩国交易所启动Sidecar熔断机制，SK海力士、三星早盘皆涨逾9%
SK海力士第3季营收104.62兆韩元、营业利益83.33兆韩元，双双创高，营益率冲上80%
SK海力士称2026财年拟返还股东约百兆韩元，并已与14家客户签LTA，DRAM与HBM产能至2029年实质售罄", "createdAt": "2026-10-28T03:10:02.000Z", "author": "网络", "pv": 4, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 22058, "title": "《大卖空》原型解释为何做空AI新贵CoreWeave！喊「这种模式我们看过」", "shortTitle": "《大卖空》原型解释为何做空AI新贵CoreWeave！喊「这", "img": "https://cimg.cnyes.cool/prod/news/6639031/l/b998480c8ffb86b894bccb472230caa0.jpg", "description": "Seawolf Capital 建立 CoreWeave 空头部位，质疑 AI 算力租赁模式的可持续性
Daniel 指出，GPU 寿命不确定、晶片供给扩张，恐削弱 CoreWeave 竞争优势
CoreWeave 预计 2027 年面临自由现金流缺口，若无法取得数百亿美元低成本融资，营运恐受冲击", "createdAt": "2026-10-28T01:10:05.000Z", "author": "网络", "pv": 6, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 22059, "title": "为CES 2027做准备！三星会长李在镕视察机器人研发中心加速布局人形机器人", "shortTitle": "为CES 2027做准备！三星会长李在镕视察机器人研发中心 ", "img": "https://cimg.cnyes.cool/prod/news/6638839/l/1ff07745043b0820fd0a0de105fe7b05.jpg", "description": "李在镕27日视察RX事业推进室，确认CES 2027公开人形机器人筹备；今年7月成立后首次督导机器人业务
三星将机器人列为新增长动力，先导入半导体、手机、家电工厂，目标2030年前打造全球AI自主工厂
三星整合集团电池、感测器、AI晶片与OLED资源，并评估入股海外技术公司，加速人形机器人商用化", "createdAt": "2026-10-28T00:40:03.000Z", "author": "网络", "pv": 6, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 22060, "title": "〈财报〉AI记忆体赚翻！SK海力士Q3营业利益暴增六倍祭全年100兆韩元回馈股东", "shortTitle": "〈财报〉AI记忆体赚翻！SK海力士Q3营业利益暴增六倍祭全", "img": "https://cimg.cnyes.cool/prod/news/6639023/l/f4b2737907b65ce29d7ac76f4c20c2fd.jpg", "description": "SK海力士第3季营收104.62兆韩元、营业利益83.33兆韩元，双双创高并大幅优于预期，营业利益年增632.1%。
公司称记忆体供应短缺将持续至2030年，HBM4第4季起出货与营收将超越HBM3E，并扩产清州M15X。
今年股东报酬总额上看100兆韩元，含至少30兆现金股利、60兆库藏股。", "createdAt": "2026-10-28T00:30:08.000Z", "author": "网络", "pv": 4, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }