天天财经-提供金融入门知识-投资理财技巧-科技

大洗牌！半导体、造船取代金融股成为韩股分红新「息」望
2026-05-26 网络阅读（86）
韩股分红版图正经历结构性剧变，长期由金融股主导的分红格局，正快速转由半导体与造船等出口龙头接棒。南韩《每日经济新闻》周一 (25 日) 报导，随着 AI 热潮带动南韩企业获利飙升，叠加政府推动企业价值提升政策，市场分红规模持续扩张。根据金融资讯公司 FnGuide 数据，2025 财年三星电子与 SK 海力士合计现金分红达 12 兆韩元，占 KOSPI 及 KOSDAQ 总分红规模的 22%，2026 财年这一占比料将攀高至 36%。 AI 半导体超级周期带动相关企业业绩暴涨，成为分红扩张的
徒子徒孙纷上市！思格、超聚变与承泰在储能、算力、智驾全面开火「华为系」霸屏港股
2026-05-26 网络阅读（89）
2026 年中国资本市场出现罕见现象，尽管华为投资控股本身始终坚持不公开上市，但由该公司前员工创办或业务分拆而来的「华为系」企业，正以空前密度集体冲刺 IPO，并获得一、二级市场的高度追捧。半个月前，由华为前智能光伏业务总裁许映童创立的思格新能源正式登陆港交所，上市首日股价暴涨逾 103%，市值突破千亿港元。思格公开发售获 1102 倍超额认购，冻资超 3500 亿港元，创今年港股 IPO 认购倍数与冻资规模双重纪录。思格这家成立不足四年的储能企业，从零到拿下全球分布式光储一体机市场份额龙头
华为发表「韬定律」号称打破摩尔定律物理极限不仅仅实现「弯道超车」
2026-05-25 网络阅读（86）
中国半导体市场周一 (25 日) 迎来一日狂欢。科创 50 指数单日大涨 5.88%，中芯国际、华虹公司等权重股集体走强，多档半导体相关 ETF 创下历史新高。引发这场市场震荡的核心关键，是华为在国际电路与系统研讨会 (ISCAS 202
突破制裁枷锁？华为发表晶片设计突破目标2031年迈向1.4奈米
2026-05-25 网络阅读（90）
在美国出口管制与技术封锁的双重压力下，中国科技龙头华为周一 (25 日) 于上海举办的半导体研讨会上，投下了一颗震撼弹。
AI相关产品将占半壁江山！摩根士丹利：2030年全球半导体市场产值冲1.5兆美元
2026-05-25 网络阅读（107）
摩根士丹利 (下称大摩) 近日出具最新研究报告指出，受惠于 AI 产业爆发性成长，预估到 2030 年，全球半导体产业总产值将上看 1.5 兆美元，其中 AI 相关晶片的贡献占比将高达 50%，成为推动市场成长的核心引擎。报告强调，主要云端服务供应商 (CSP) 资本支出依然强劲，显示底层基础建设的扩张尚未停歇。根据大摩「云端资本支出追踪器」估算，到 2026 年，全球云端资本支出总额将逼近 8110 亿美元，为半导体需求提供坚实支撑。值得注意的是，大摩特别点出代理式 AI(Agentic
抢先三星、SK！铠侠抛出332层快闪记忆体BiCS10量产时程技术+财测优势获大摩列首选
2026-05-25 网络阅读（134）
在三星与 SK 海力士近期双双延迟第十代 NAND Flash 量产节点之际，日本铠侠 (Kioxia) 率先抛出明确的量产时间表，试图抢占技术先机。近日，铠侠正式将第十代 BiCS10 3D NAND 快闪记忆体的量产列为 2026 财年 (2027 年 3 月止) 的首要战略重点。从技术规格来看，BiCS10 采用 332 层单元堆叠架构，相比现款 218 层的 BiCS8 增加约 52%，密度提升高达 59%，且配合 Toggle DDR 6.0 介面标准，其 I/O 传输速率从上一代
美伊协议进展激励！半导体股领涨下日经飙逾2000点创史高盘中首次站上65000点
2026-05-25 网络阅读（130）
日经 225 指数今 (25) 日开盘大涨，相较上一个交易日，涨幅扩大至逾 1900 点，盘中一度飙逾 3% 至 65408.87 点，再创历史新高，日本东证指数亦同创历史纪录。日经今日早盘首次站上 65,000 点关口，主要因为美国与伊朗谈判进程出现一些正面讯号，国际油价应声大跌。日本半导体股集体上涨，LACERTEC 半导体飙逾 12%，瑞萨电子涨近 9%，爱德万测试涨逾 5%。美国总统川普周日 (24 日) 在 Truth Social 上发文表示，与伊朗的谈判正在「以有序且建设性的
首发逻辑折叠技术！华为：今年秋季亮相的麒麟手机晶片性能将大幅提升
2026-05-25 网络阅读（129）
中国科技巨擘华为董事、半导体业务部总裁何庭波周一 (25 日) 在国际电路与系统研讨会 (ISCAS 2026) 上表示，今年秋季将上世的麒麟手机晶片率先采用了逻辑折叠技术，性能大幅提升。何庭波指出，2020 年后，华为与合作伙伴一起，华为付出了巨大努力让手机晶片重回市场。 2025 年推出麒麟 9030Pro 后，华为手机晶片进入效能「饱和区」。为此，华为基于以「时间缩微」取代「几何缩微」的新定律，找到新的路径，使手机晶片性能实现阶跃式提升。根据何庭波介绍，「麒麟 2026」手机晶片是逻辑
重大突破！华为发表半导体领域新定律
2026-05-25 网络阅读（96）
2026 国际电路与系统研讨会 25 日（周一）在上海举行，华为董事、半导体业务部总裁何庭波在题为《半导体新路径探索与实践》的主旨演讲中，正式发表「韬（τ）定律」。
数千漏洞无处可藏！欧洲央行急召各家银行开会要求加速防堵Mythos威胁
2026-05-25 网络阅读（92）
欧洲央行 (ECB) 近日针对新型 AI 模型带来的网路安全风险召开会议，会后宣布将施压银行业者加快资讯系统的安全升级，以防范潜在攻击。 ECB 执委会成员 Frank Elderson 说：「多年来，我们持续与银行合作处理各类资安问题，但威胁依然存在。随着 AI 技术飞速发展，安全隐患必须更迅速地解决。」他并透露，ECB 将在周二 (26 日) 会议上通报由 Claude Mythos Preview 等 AI 模型发现的金融系统潜在风险，并要求可使用该技术的美国银行，向无法参与测试的欧洲同

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