天天财经-提供金融入门知识-投资理财技巧-科技

〈财报〉中国消费疲弱拖累！拼多多Q1营收不如预期股价重挫
2026-05-27 网络阅读（90）
拼多多 (PDD Holdings)(PDD-US) 第一季营收与获利双双不如市场预期，反映中国消费需求疲弱与电商价格战压力持续升高，拖累公司股价周三 (27 日) 美股盘前一度重挫逾 10%。
腾讯自研「沧海」晶片获MSU比赛第一超越AMD与辉达
2026-05-27 网络阅读（106）
据腾讯云公布，腾讯 (00700-HK) 自研的编解码系列晶片「沧海」在日前揭晓的莫斯科国立大学硬体视频编码比赛中脱颖而出，成功击败包括 AMD、辉达、英特尔等知名企业在内的 40 多款产品。
三星达成AI利润分成协议员工人均将获约1267万台币奖金
2026-05-27 网络阅读（103）
三星电子半导体员工周三 (27 日) 高票通过一项创纪录的利润分成协议，这场持续数月的劳资拉锯战终于结束，工会 74% 成员投下赞成票，避免因分红争议可能引发的罢工危机。受此利多刺激，三星股价周三收涨近 7%。根据协议，三星旗下 7.8 万名半导体员工将分享今年营业利润的 10.5%，加上原有的 1.5% 常规奖金制度，总奖金池规模料将突破 34 兆韩元。这次分红的最大赢家是继体晶片部门。由于 AI 浪潮带动的 HBM 需求爆发，该部门员工人均预计入帐约 6 亿韩元。相较之下，持续亏损的代工
法拉利首款纯电车Luce亮相引股价暴跌！前主席：连中国也不会仿制
2026-05-27 网络阅读（107）
法拉利发表首款纯电动超跑 Luce，售价约 55 万欧元并主打 2.5 秒加速，但市场反应不佳，股价在米兰与美股双双下跌。多位分析师与业界人士质疑其设计与电动转型策略，认为可能影响品牌价值与获利前景。
全球晶片供应链松口气！三星工会拍板34万美元奖金股价飙新高
2026-05-27 网络阅读（108）
南韩三星电子最大工会周三 (27 日) 表决通过薪酬协议，将让晶片部门员工平均获得约 34 万美元奖金，成功避免一场可能冲击全球晶片供应的罢工，消息带动三星电子股价在首尔一度大涨 8%。根据工会，约 74% 会员投票支持这项协议，也让原定进行 18 天、涉及约 4.8 万名大罢工得以喊卡，其中大部分来自三星半导体部门。根据正式通过的协议，三星将为半导体部门员工建立新的「10 年特别绩效奖金制度」，并提供平均 6.2% 的加薪幅度。三星电子在首尔挂牌股价一度大涨 8%，创下 32
欧盟喊去风险化欧企却反向加码中国制造这回靠机器人留住资本
2026-05-27 网络阅读（93）
尽管欧盟近年积极推动对中「去风险化」，最新调查显示，多数欧洲企业反而持续加码中国供应链。自动化、成本优势与完整产业聚落，正让中国制造吸引力不减反增。
SK海力士「不要钱」、要长约与定价权！Alphabet、微软、Meta砸数十兆韩元抢产能遭拒
2026-05-27 网络阅读（107）
Alphabet、微软与 Meta 试图以数十兆韩元资金参与晶片建厂与设备投资，但遭 SK 海力士婉拒。凭借 HBM 市场近乎垄断地位，SK 海力士转而要求五年以上长约、预付款与最低价格保障，强化在 AI 供应链中的议价主导权，重塑全球科
美国NASA公布最新月球基地建设路线图
2026-05-27 网络阅读（125）
美国国家航空暨太空总署（NASA）26 日（周二）发布月球基地建设路线更新，同时基于最新路线图向多家商业航天公司授予订单。
SK海力士开高逾11%再创史高！市值冲破1兆美元继台积电、三星后亚洲第3家达此规模公司
2026-05-27 网络阅读（104）
南韩股市周三 (27 日) 开盘再创历史新高，基准股指 KOSPI 开盘上涨 2.42%，一度涨高至 8450.26 点，半导体股为主要领涨族群。KOSPI 周二 (26 日) 收在 8047.51 点，史上首度收盘突破 8000 点大关，仅用三周时间就从 5 月 6 日触及的 7000 点攀升至 8000 点大关之上。作为辉达 HBM 晶片主要供应商的 SK 海力士周三股价一度上涨 11%，成为亚洲第三家市值突破 1 兆美元的企业，三星电子也上涨高达 8%，再创历史新高。三星也在本月稍早晋升
加拿大新法引爆科技圈怒火苹果、Google猛批隐私风险
2026-05-27 网络阅读（116）
根据《彭博》周二 (26 日) 报导，加拿大政府推动扩大警方数据调阅权限的新法案，引发科技业强烈反弹。苹果(AAPL-US)、Google 母公司 Alphabet(GOOGL-US)，以及 Signal、NordVPN 等科技与隐私

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