天天财经-提供金融入门知识-投资理财技巧-科技

辉达GTC大会即将登场英特尔3大潜在受惠机会
2026-10-20 网络阅读（46）
黄仁勋将于 21 日柏林GTC 2026演讲，市场关注辉达与英特尔合作讯号辉达DGX B300与DGX Rubin NVL8仍采英特尔Xeon 6776P，Feynman后续是否延续待确认传闻辉达可能用英特尔18A-P或14A制作Feynman I/O晶粒，EMIB-T、Foveros也受关注
集邦：需求走弱难推升价格 10月电视、监视器及笔电面板估全面持平
2026-10-20 网络阅读（47）
TrendForce估10月电视、监视器、笔电面板价格全面持平第四季零组件成本上涨压缩面板厂获利，但品牌客户涨价接受度有限电视采购需求较Q3衰退约5%，笔电前六大品牌需求恐季减近30%
全球记忆体晶片股暴跌背后是长鑫技术冲击还是供需基本面修正？
2026-10-20 网络阅读（42）
全球记忆体晶片股10月续跌，SK海力士、三星、美光、铠侠齐挫，费半与记忆体指数明显拉回。长鑫存储称2026年底前推4F²伺服器DDR5 RDIMM；高盛认为短期冲击被高估，但中国产能扩张速度可能被低估。 TrendForce见DRAM合约价涨幅收敛，超额预订订单待调整。
马斯克公布106亿美元「儿童股」承诺但他并非第一人
2026-10-20 网络阅读（39）
马斯克宣布，明年将向美国每名儿童赠送1股SpaceX股票。这是众多赠予计划的第一步。按约7,200万名未成年人、147.96美元收盘价估算，赠股总值超过106亿美元。
特斯拉SpaceX联手xAI搭建晶圆供应链上周密集磋商南韩设备材料商
2026-10-20 网络阅读（37）
特斯拉与SpaceX联手xAI推进TerraFab，初期投资168亿美元，目标十年内建月产100万片晶圆厂。 SpaceX本月初与德州签税收减免协议后动工，首期月产能10万片，预计2030年前完工。 TerraFab加速供应链布局，于首尔SEMICON WEST 2026接触约10家韩半导体企业。
外资法人联手大卖！KOSPI连弹二日后又跌近5%　资料中心新股Elice上市首日惨崩30%
2026-10-20 网络阅读（35）
KOSPI今再大跌，一度跌4.76%并失守5500点，连两日反弹后转弱。外资净卖出6367亿韩元、法人净卖超4670亿韩元；美债殖利率上升与Elice Group挂牌首日暴跌拖累市场。 Elice Group IPO承销热度达388.84倍，但首日股价跌逾30%；分析师称抛售无差别，市场非常脆弱。
美国下令联邦文职机构全面移除DeepSeek 第三方AI服务也纳入禁令
2026-10-20 网络阅读（48）
美国DHS命令联邦文职机构移除DeepSeek产品、禁采购，并涵盖采用其模型的第三方服务美方称DeepSeek有多重威胁向量，恐致敏感资料转移至中国；受影响含财政部、国务院、司法部此举扩大既有限制至跨机构清除，显示美中AI竞争与资料安全争议升温
砸钱拚算力最后谁赚钱？避险基金投资长撰文示警AI获利难题
2026-10-19 网络阅读（45）
融资成本攀升恐使AI基建热潮面临资金考验，市场可能由怕错过转为怕接盘。 Sparks称这类循环末期常先伤财务较弱业者，资金供应转保守会再推高企业融资成本。 AI需求不等于高利润，模型业者恐更像公用事业，受益者或是善用AI降成本的企业。
AI太烧钱？辉达投资新创出招称帮客户省67%运算费
2026-10-19 网络阅读（52）
doubleAI将推首款「程式码执行模型」Maxwell，改善软体执行效率、降低企业运算成本。公司称已为早期客户省下67%运算费；LTX导入后推论速度增至2倍、GPU使用时间减半。 doubleAI成立约两年募资2.2亿美元，约半数资金买1,000颗辉达B300晶片，因算力租金持续上涨。
振生半导体22奈米量子安全晶片年底量产抢攻后量子资安商机
2026-10-19 网络阅读（52）
振生半导体今（19）日宣布，首款结合物理不可复制函数（JPUF）与后量子密码（PQC）的22奈米资安晶片将于年底正式量产，此举象征台湾后量子资安领域，正式从研究研讨走入产业量产落地的全新阶段。由阳明交通大学与振生半导体共同主办的「2026量子电脑与后量子资安论坛」今（19）日于台湾科技新创基地登场，现场集结国科会、数位部数位产业署、工研院、资策会及产业领袖，全面串联「学研—政策—产业—应用」完整后量子安全价值链。振生半导体共同创办人暨技术长罗宇呈指出，AI

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辉达DGX B300与DGX Rubin NVL8仍采英特尔Xeon 6776P，Feynman后续是否延续待确认
传闻辉达可能用英特尔18A-P或14A制作Feynman I/O晶粒，EMIB-T、Foveros也受关注", "createdAt": "2026-10-20T10:10:02.000Z", "author": "网络", "pv": 46, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 21106, "title": "集邦：需求走弱难推升价格 10月电视、监视器及笔电面板估全面持平", "shortTitle": "集邦：需求走弱难推升价格 10月电视、监视器及笔电面板估全面", "img": "https://cimg.cnyes.cool/prod/news/6634211/l/4ec047ed9f0524278c312810f8454159.jpg", "description": "TrendForce估10月电视、监视器、笔电面板价格全面持平
第四季零组件成本上涨压缩面板厂获利，但品牌客户涨价接受度有限
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长鑫存储称2026年底前推4F&sup2;伺服器DDR5 RDIMM；高盛认为短期冲击被高估，但中国产能扩张速度可能被低估。
TrendForce见DRAM合约价涨幅收敛，超额预订订单待调整。", "createdAt": "2026-10-20T08:10:03.000Z", "author": "网络", "pv": 42, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 21062, "title": "马斯克公布106亿美元「儿童股」承诺但他并非第一人", "shortTitle": "马斯克公布106亿美元「儿童股」承诺但他并非第一人", "img": "https://cimg.cnyes.cool/prod/news/6634135/l/141db664aa76b489838ed36b5ef7519b.jpg", "description": "马斯克宣布，明年将向美国每名儿童赠送1股SpaceX股票。
这是众多赠予计划的第一步。
按约7,200万名未成年人、147.96美元收盘价估算，赠股总值超过106亿美元。", "createdAt": "2026-10-20T06:17:25.000Z", "author": "网络", "pv": 39, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 21063, "title": "特斯拉SpaceX联手xAI搭建晶圆供应链上周密集磋商南韩设备材料商", "shortTitle": "特斯拉SpaceX联手xAI搭建晶圆供应链上周密集磋商南", "img": "https://cimg.cnyes.cool/prod/news/6634123/l/da12ec5fbb80832516aa68ebfb68cfb7.jpg", "description": "特斯拉与SpaceX联手xAI推进TerraFab，初期投资168亿美元，目标十年内建月产100万片晶圆厂。
SpaceX本月初与德州签税收减免协议后动工，首期月产能10万片，预计2030年前完工。
TerraFab加速供应链布局，于首尔SEMICON WEST 2026接触约10家韩半导体企业。", "createdAt": "2026-10-20T06:10:04.000Z", "author": "网络", "pv": 37, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 21057, "title": "外资法人联手大卖！KOSPI连弹二日后又跌近5%　资料中心新股Elice上市首日惨崩30%", "shortTitle": "外资法人联手大卖！KOSPI连弹二日后又跌近5%　资料中心新", "img": "https://cimg.cnyes.cool/prod/news/6634051/l/30490f8589507a048e477a75f73fde65.jpg", "description": "KOSPI今再大跌，一度跌4.76%并失守5500点，连两日反弹后转弱。
外资净卖出6367亿韩元、法人净卖超4670亿韩元；美债殖利率上升与Elice Group挂牌首日暴跌拖累市场。
Elice Group IPO承销热度达388.84倍，但首日股价跌逾30%；分析师称抛售无差别，市场非常脆弱。", "createdAt": "2026-10-20T04:30:04.000Z", "author": "网络", "pv": 35, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20990, "title": "美国下令联邦文职机构全面移除DeepSeek 第三方AI服务也纳入禁令", "shortTitle": "美国下令联邦文职机构全面移除DeepSeek 第三方AI服务", "img": "https://cimg.cnyes.cool/prod/news/6633833/l/77143681c426d39be84a6e5ba351a379.jpg", "description": "美国DHS命令联邦文职机构移除DeepSeek产品、禁采购，并涵盖采用其模型的第三方服务
美方称DeepSeek有多重威胁向量，恐致敏感资料转移至中国；受影响含财政部、国务院、司法部
此举扩大既有限制至跨机构清除，显示美中AI竞争与资料安全争议升温", "createdAt": "2026-10-19T22:20:03.000Z", "author": "网络", "pv": 48, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20961, "title": "砸钱拚算力最后谁赚钱？避险基金投资长撰文示警AI获利难题", "shortTitle": "砸钱拚算力最后谁赚钱？避险基金投资长撰文示警AI获利难题", "img": "https://cimg.cnyes.cool/prod/news/6633683/l/91cd0a770a76e49c5e7fad61eb3547a1.jpg", "description": "融资成本攀升恐使AI基建热潮面临资金考验，市场可能由怕错过转为怕接盘。
Sparks称这类循环末期常先伤财务较弱业者，资金供应转保守会再推高企业融资成本。
AI需求不等于高利润，模型业者恐更像公用事业，受益者或是善用AI降成本的企业。", "createdAt": "2026-10-19T14:00:31.000Z", "author": "网络", "pv": 45, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20962, "title": "AI太烧钱？辉达投资新创出招称帮客户省67%运算费", "shortTitle": "AI太烧钱？辉达投资新创出招称帮客户省67%运算费", "img": "https://cimg.cnyes.cool/prod/news/6633665/l/b68a2e12afebed4b05df935d2ebdcd4e.jpg", "description": "doubleAI将推首款「程式码执行模型」Maxwell，改善软体执行效率、降低企业运算成本。
公司称已为早期客户省下67%运算费；LTX导入后推论速度增至2倍、GPU使用时间减半。
doubleAI成立约两年募资2.2亿美元，约半数资金买1,000颗辉达B300晶片，因算力租金持续上涨。", "createdAt": "2026-10-19T13:20:02.000Z", "author": "网络", "pv": 52, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20958, "title": "振生半导体22奈米量子安全晶片年底量产抢攻后量子资安商机", "shortTitle": "振生半导体22奈米量子安全晶片年底量产抢攻后量子资安商机", "img": "https://cimg.cnyes.cool/prod/news/6633614/l/eb0eb56f0fd6c8a2a933642cf7049f64.jpg", "description": "振生半导体今（19）日宣布，首款结合物理不可复制函数（JPUF）与后量子密码（PQC）的22奈米资安晶片将于年底正式量产，此举象征台湾后量子资安领域，正式从研究研讨走入产业量产落地的全新阶段。由阳明交通大学与振生半导体共同主办的「2026量子电脑与后量子资安论坛」今（19）日于台湾科技新创基地登场，现场集结国科会、数位部数位产业署、工研院、资策会及产业领袖，全面串联「学研—政策—产业—应用」完整后量子安全价值链。振生半导体共同创办人暨技术长罗宇呈指出，AI", "createdAt": "2026-10-19T12:52:12.000Z", "author": "网络", "pv": 52, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }