天天财经-提供金融入门知识-投资理财技巧-科技

一边创新高一边疏散！SK海力士清州厂起火致有毒气体泄漏 7人送医3600人撤离
2026-06-01 网络阅读（85）
韩媒最新报导指出，韩国清州市 SK 海力士工厂今 (1) 日上午发生火灾，并伴随有毒气体泄漏，结果造成 7 人送往医院接受检查，厂内全部人员紧急疏散避险。《韩联社》报导，今日上午 10 时 32 分许，SK 海力士清州第四厂区内连接 M15 和 M15X 生产间的 6 层气体间发生火灾，自动喷淋系统在起火后随即启动，火势及时得到控制，但对人体有害的氟气泄漏 5ppm，有 7 人被送往医院接受检查。在有毒气体泄漏后，SK 海力士方面立即疏散工厂内约 3600 名员工，并于当地时间 13 时 3
马不停蹄！黄仁勋传周四晚抵韩访问将会晤SK、LG、现代等巨头深化AI与机器人合作
2026-06-01 网络阅读（93）
外媒最新报导指出，美国晶片巨头辉达执行长黄仁勋本周四 (4 日) 晚间将飞抵首尔，展开韩国行，预计将跟南韩各大财阀领袖碰面，深化在 AI、机器人及物理 AI 等新兴领域的合作。业界消息人士透露，黄仁勋自周五 (5 日) 起将陆续会见 SK 集团会长崔泰源、LG 集团会长具光谟及韩国网路巨头 NAVER 创办人兼董事长李海珍，现代汽车集团会长郑义宣也打算出席。不过，三星电子会长李在镕因海外行程冲突，确定不会参与此次会面。分析师指出，黄仁勋此访焦点不仅限于 AI 晶片供应，更将触及「物理 AI
AI热潮助推日经225冲破67000点大关！软银时隔20多年首超丰田登日股「市值王」宝座
2026-06-01 网络阅读（86）
受 AI 投资热潮带动，日本科技巨头软银集团股价周一 (1 日) 大涨逾 8%，市值突破 46 兆日元(约 2880 亿美元)，正式超越蝉联榜首逾 20 年的丰田汽车，成为日本市值最大上市公司，反映全球资金明显倾向 AI 与半导体相关标的。软银股价今年迄今大涨近 73%，本周再受法国大型 AI 运算丛集投资案 (最高达 750 亿欧元) 激励创下历史新高。丰田周一则下跌近 4.5%，市值回落至 46 兆日元下方。丰田自 2003 年超越 NTT DoCoMo 后长期霸榜，此次让位象征日本资本
晶片动能势不可挡！韩5月出口暴增53.2%创40年高半导体狂飙169% 顺差269.5亿美元创历史新高
2026-06-01 网络阅读（102）
根据南韩产业通商资源部今 (1) 日公布的初步贸易数据，受全球 AI 投资热潮带动记忆体晶片销售飙升影响，南韩上月出口额 877.5 亿美元，大幅年增 53.2%，创 1984 年 1 月同期最大增幅纪录，且连续第 12 个月呈现正成长。推升出口的核心动力来自半导体部门，5 月半导体出口额年增 169.4% 至 371.6 亿美元，创单月历史新高，主要受惠于美国科技巨头持续加码资料中心资本支出，带动记忆体晶片价格上扬。在 AI 伺服器需求带动下，南韩电脑出口额同步飙涨 290.7%，石油制品
戴尔股价暴涨！大摩高调认错喊太保守：AI基建狂潮重塑「传统PC大厂」估值逻辑
2026-06-01 网络阅读（86）
华尔街正被迫推翻对老牌硬体巨头的刻板印象，戴尔科技上周四 (5 月 28 日) 交出一份远超想像的财报，营收与获利双双暴增，直接打脸空头，知名投行摩根士丹利 (下称大摩) 更公开高调认错。随后发布题为《令人难以置信的强劲季度；我们认错》(Eating Our Humble Pie)研报，宣布将此前对戴尔的「减持」评等及 170 美元的目标价打入审查。戴尔股价在上周五 (5 月 29 日) 已飙涨至 420 美元附近，这次公开认错凸显 AI 浪潮对传统硬体产业的重塑力度。戴尔第一财季 Non-
〈COMPUTAX〉AI原生PC新时代来了！专家：辉达N1/N1X Arm平台挟端侧算力重塑产业格局
2026-06-01 网络阅读（90）
台北国际电脑展 (Computex) 明(2)日正式登场，AI 晶片巨擘辉达官方以「新一代 AI 原生个人计算」为主轴预热，并与微软、安谋同步喊出「PC 新时代」，市场普遍解读主角即为传闻已久的 Arm 架构 PC 平台—N1/N1X 晶片。专家表示，若辉达高阶 AI GPU、低功耗 Arm CPU 与完整 Windows 生态顺利整合，象征 AI 算力版图正式从云端 GPU 丛集向下延伸渗透至个人电脑端侧入口。过去，PC 产业多以换机周期与 Windows 升级为交易主轴。随
MacBook Neo热卖掀战火！戴尔推新XPS 正面叫阵「我们做得更好」
2026-06-01 网络阅读（82）
戴尔科技 (DELL-US) 推出全新改款的 XPS 13 笔记型电脑，正面迎战苹果 (AAPL-US) 旗下的热销机种 MacBook Neo。 MacBook Neo 自 3 月问世以来，凭借规格与售价震撼平价笔电市场，而戴尔此举无疑是冲着苹果而来。全新 XPS 13 抢在开学采购季前上市，采用高阶设计，包括高解析度触控萤幕与背光键盘。不过，这些优势也让戴尔难以在价格上完全追上苹果。 XPS 13 起售价为 699 美元，学生优惠价为 599 美元；MacBook Neo 售价则为 599
韩媒：战略层面存在重大分歧三星为OpenAI客制化NPU计划陷入停滞
2026-06-01 网络阅读（83）
韩媒《Greened》周日 (5 月 31 日) 报导指出，三星电子与 OpenAI 针对基于 ARM 架构的推理型神经网路处理器 (NPU) 研发计划，因战略层面存在重大分歧，目前已陷入停滞。早在 2024 年，市场便盛传三星将为 OpenAI 打造专用 AI 晶片。OpenAI 执行长奥特曼曾多次亲赴韩国，与三星高层密会并签署多项合作备忘录，当时外界普遍看好这家记忆体巨头能借此深化在 AI 供应链的地位。报导指出，三星前期研发工作已取得初步进展，不料双方在最终战略方向上未能达成共识，导致
AI竞赛新爆发点出现！高盛：「这项」零件会是「下一个记忆体」
2026-06-01 网络阅读（117）
高盛最新报告指出，在 AI 基础设施扩张带动下，MLCC 正成为下一个供需失衡关键零组件，被视为「新记忆体」级别的成长题材。受 AI 伺服器与电动车需求双重推动，加上供给成长有限，MLCC 价格与产业获利进入长期上行周期。
〈COMPUTAX〉！最新外泄文件曝辉达N1系列四款晶片完整规格今在电脑展正式亮相
2026-06-01 网络阅读（100）
2026 年台北国际电脑展 (COMPUTAX) 揭幕前夕，科技媒体《VideoCardz》引述最新外流文件报导指出，辉达首款 Arm(安谋)架构 PC 处理器 N1 系列晶片初步规格已确认，涵盖旗舰 N1X 与主流 N1 共四款配置，预计黄仁勋将在今 (1) 日主题演讲中正式发布。《快科技》报导，辉达与微软此前已联合预热「PC 新时代」，象征 Windows on Arm 阵营迎来重量级新成员。 N1X 系列锁定高效能笔电与移动工作站。满血版采用 20 核异构 CPU(10 颗 Cortex

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"网络", "pv": 82, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 1478, "title": "韩媒：战略层面存在重大分歧三星为OpenAI客制化NPU计划陷入停滞", "shortTitle": "韩媒：战略层面存在重大分歧三星为OpenAI客制化NPU计", "img": "https://cimg.cnyes.cool/prod/news/6477876/l/969888a7bc5f3e37fdbfebb1ad7b4f9b.jpg", "description": "韩媒《Greened》周日 (5 月 31 日) 报导指出，三星电子与 OpenAI 针对基于 ARM 架构的推理型神经网路处理器 (NPU) 研发计划，因战略层面存在重大分歧，目前已陷入停滞。早在 2024 年，市场便盛传三星将为 OpenAI 打造专用 AI 晶片。OpenAI 执行长奥特曼曾多次亲赴韩国，与三星高层密会并签署多项合作备忘录，当时外界普遍看好这家记忆体巨头能借此深化在 AI 供应链的地位。报导指出，三星前期研发工作已取得初步进展，不料双方在最终战略方向上未能达成共识，导致", "createdAt": "2026-05-31T22:50:03.000Z", "author": "网络", "pv": 83, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 1479, "title": "AI竞赛新爆发点出现！高盛：「这项」零件会是「下一个记忆体」", "shortTitle": "AI竞赛新爆发点出现！高盛：「这项」零件会是「下一个记忆体」", "img": "https://cimg.cnyes.cool/prod/news/6477909/l/88465780429d5630f9a14fe794b72bdf.jpg", "description": "高盛最新报告指出，在 AI 基础设施扩张带动下，MLCC 正成为下一个供需失衡关键零组件，被视为「新记忆体」级别的成长题材。受 AI 伺服器与电动车需求双重推动，加上供给成长有限，MLCC 价格与产业获利进入长期上行周期。", "createdAt": "2026-05-31T22:40:02.000Z", "author": "网络", "pv": 117, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 1480, "title": "〈COMPUTAX〉！最新外泄文件曝辉达N1系列四款晶片完整规格今在电脑展正式亮相", "shortTitle": "〈COMPUTAX〉！最新外泄文件曝辉达N1系列四款晶片完整", "img": "https://cimg.cnyes.cool/prod/news/6478176/l/954326efd8875ea4cdff48b2429406bd.jpg", "description": "2026 年台北国际电脑展 (COMPUTAX) 揭幕前夕，科技媒体《VideoCardz》引述最新外流文件报导指出，辉达首款 Arm(安谋)架构 PC 处理器 N1 系列晶片初步规格已确认，涵盖旗舰 N1X 与主流 N1 共四款配置，预计黄仁勋将在今 (1) 日主题演讲中正式发布。《快科技》报导，辉达与微软此前已联合预热「PC 新时代」，象征 Windows on Arm 阵营迎来重量级新成员。 N1X 系列锁定高效能笔电与移动工作站。满血版采用 20 核异构 CPU(10 颗 Cortex", "createdAt": "2026-05-31T22:20:05.000Z", "author": "网络", "pv": 100, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }