天天财经-提供金融入门知识-投资理财技巧-科技

摩根士丹利发出最新警告：记忆体股低本益比恐为周期顶峰「估值陷阱」
2026-10-16 网络阅读（123）
AI需求推升全球记忆体进入超级周期，三星2026年Q3营益估800亿美元，HBM市场2028年将翻三倍至1,000亿美元。摩根士丹利指记忆体股本益比低恐是估值陷阱，若要续涨DRAM合约价须月增约70%，远高于TrendForce预估。报告称2026年DRAM资本支出将年增82%至980亿美元。
集邦： Meta、中系品牌齐发力估2026年AR眼镜出货翻倍至131万台
2026-10-16 网络阅读（136）
研调中心TrendForce指出，AR眼镜逐步由概念验证走向消费市场，Meta Ray-Ban Display Glasses展现超乎市场预期的成长动能，带动品牌与供应链加快产品布局。受惠于Meta(META-US)产品带动的外溢效应，其余AR眼镜品牌亦积极拓展产品线与销售市场，趁着其他科技巨头尚未全面入局，全球AR眼镜出货量将由2025年的62万台跃升至2026年131万台，年增率达111.1%。品牌竞争部分，TrendForce提到，2026年Meta将以约20%的出货占比持续领先，其余四
「比普丁更难打交道！」川普怒轰泽伦斯基：恢复打击袭俄炼油厂「可耻」
2026-10-16 网络阅读（58）
川普批评乌克兰恢复打击俄罗斯炼油厂「可耻」，称泽伦斯基比普丁更难打交道。泽伦斯基称乌方暂停攻击俄炼厂三天后已解除限制，俄国防部指梁赞州炼油厂遭密集攻击并引发火灾。美方盼压低油价、乌方要保战场筹码，双方在「能源停火」与远程打击红线上的分歧浮上台面。
全球未来产业发展指数：中国综合竞争力首度超越美国产业规模化成登顶主因
2026-10-16 网络阅读（87）
ICV TA&K发布2025全球未来产业指数，中国92.85分首度超越美国91.55分居全球第一。美国在创新研究与生态系居冠，中国则在产业部署、政策敏捷性称霸，呈现互补格局。珠三角95.8分列全球第二大产业聚落，报告称其为「硬体矽谷」；北京居全球第二大未来产业中心。
金属中心整合氢能关键技术推进高压氢输储与混氢燃烧产业应用
2026-10-16 网络阅读（66）
为推动氢能技术导入工业制程，金属中心在经济部产业技术司「氢能与低碳燃烧工业应用暨高压氢输储关键技术开发计划」支持下，举办「氢能工业应用产业链技术研讨会」，聚焦高压氢输储与混氢燃烧两大研发主轴，展示关键材料、设备开发及示范场域验证成果，并邀请联盟业者分享实务经验，串联材料、设备制造、系统整合、安全检测及终端应用业者，推进氢能技术与产业需求接轨。在高压氢输储方面，金属中心以抗氢脆銲接、复合防护涂层、高压接头硬化、耐腐蚀膜层及疲劳与泄漏检测为研发重点，逐步建立自主设计、制造与验证能力。氢燃烧应用则从
跳出HBM框架！SK海力士展示下一代AI记忆体抢推理商机　押注CXL＋HBF生态
2026-10-16 网络阅读（89）
SK海力士在OCP全球峰会2026展示新一代AI记忆体技术，聚焦MARS机架级系统与HBF。 MARS采解耦式架构，整合可共享记忆体池，盼降GPU过度配置与总持有成本。 HBF定位介于HBM与SSD之间，搭配CXL 3.2 256GB模组，补强AI推理大容量需求。
英特尔传拿下苹果、辉达、微软等6大科技厂代工案 14A制程成关键
2026-10-16 网络阅读（259）
英特尔传获6大科技厂代工案，主攻14A制程。苹果案估60万片晶圆、营收150亿至200亿美元；Anthropic潜在商机最高800亿美元。 14A预计2027年试产、2028年量产；18A良率传达85%，EMIB-T封装良率98%。
辉达黄仁勋：AI晶片供应不求订单几乎天天不断涌入
2026-10-16 网络阅读（93）
黄仁勋称AI晶片订单几乎每周、甚至每天涌入，客户需求持续超过辉达供应能力。大型云端服务商、新兴AI云端营运商与设备制造商大量下单，最大客户已提前两年规划需求。电力短缺、资料中心未完工与零件供应限制产能；黄仁勋称CoreWeave财务改善，辉达毋须额外支持。
南韩股市暴跌揭AI热潮双重危机！高利率、获利疑虑夹击半导体股
2026-10-16 网络阅读（81）
AI获利与融资成本面临考验，南韩KOSPI重挫8%，三星电子跌9%、SK海力士跌11%。美国通膨高于预期，利率恐维持高档，拖累亚洲股市；日经跌5%、台股跌3%，台积电跌2%。投资人质疑AI股估值与长期回报，外资10月净卖超韩股逾12兆韩元，三星与SK海力士回购力道减弱。
马斯克批记忆体厂「敲竹杠」韩工程师回击：特斯拉条件才「苛刻」三星还被大量挖角
2026-10-16 网络阅读（51）
马斯克称美光记忆体报价合理、批其他供应商过高，引发南韩半导体工程师反击。工程师指特斯拉谈AI5、AI6代工时要求三星大幅压价，还要晶圆厂内部资讯与稽核。 Terafab传挖走三星泰勒厂人才；AI5拟由台积电、三星代工，三星目标2027年量产。

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摩根士丹利指记忆体股本益比低恐是估值陷阱，若要续涨DRAM合约价须月增约70%，远高于TrendForce预估。
报告称2026年DRAM资本支出将年增82%至980亿美元。", "createdAt": "2026-10-16T14:10:04.000Z", "author": "网络", "pv": 123, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20697, "title": "集邦： Meta、中系品牌齐发力估2026年AR眼镜出货翻倍至131万台", "shortTitle": "集邦： Meta、中系品牌齐发力估2026年AR眼镜出货翻", "img": "https://cimg.cnyes.cool/prod/news/6632066/l/24c0d49fb9571cadf0f1f049d11eb7a8.jpg", "description": "研调中心TrendForce指出，AR眼镜逐步由概念验证走向消费市场，Meta Ray-Ban Display Glasses展现超乎市场预期的成长动能，带动品牌与供应链加快产品布局。受惠于Meta(META-US)产品带动的外溢效应，其余AR眼镜品牌亦积极拓展产品线与销售市场，趁着其他科技巨头尚未全面入局，全球AR眼镜出货量将由2025年的62万台跃升至2026年131万台，年增率达111.1%。品牌竞争部分，TrendForce提到，2026年Meta将以约20%的出货占比持续领先，其余四", "createdAt": "2026-10-16T09:00:28.000Z", "author": "网络", "pv": 136, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20698, "title": "「比普丁更难打交道！」川普怒轰泽伦斯基：恢复打击袭俄炼油厂「可耻」", "shortTitle": "「比普丁更难打交道！」川普怒轰泽伦斯基：恢复打击袭俄炼油", "img": "https://cimg.cnyes.cool/prod/news/6632007/l/bb5cfa05be0ddf94897e7cb37940f2b8.jpg", "description": "川普批评乌克兰恢复打击俄罗斯炼油厂「可耻」，称泽伦斯基比普丁更难打交道。
泽伦斯基称乌方暂停攻击俄炼厂三天后已解除限制，俄国防部指梁赞州炼油厂遭密集攻击并引发火灾。
美方盼压低油价、乌方要保战场筹码，双方在「能源停火」与远程打击红线上的分歧浮上台面。", "createdAt": "2026-10-16T09:00:04.000Z", "author": "网络", "pv": 58, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20686, "title": "全球未来产业发展指数：中国综合竞争力首度超越美国产业规模化成登顶主因", "shortTitle": "全球未来产业发展指数：中国综合竞争力首度超越美国产业规模化", "img": "https://cimg.cnyes.cool/prod/news/6631977/l/b95d053aaee0ef83fa8404bbf1c14259.jpg", "description": "ICV TA&K发布2025全球未来产业指数，中国92.85分首度超越美国91.55分居全球第一。
美国在创新研究与生态系居冠，中国则在产业部署、政策敏捷性称霸，呈现互补格局。
珠三角95.8分列全球第二大产业聚落，报告称其为「硬体矽谷」；北京居全球第二大未来产业中心。", "createdAt": "2026-10-16T07:50:06.000Z", "author": "网络", "pv": 87, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20675, "title": "金属中心整合氢能关键技术推进高压氢输储与混氢燃烧产业应用", "shortTitle": "金属中心整合氢能关键技术推进高压氢输储与混氢燃烧产业应用", "img": "https://cimg.cnyes.cool/prod/news/6632027/l/c987b578162231d4894a772d705f1d41.jpg", "description": "为推动氢能技术导入工业制程，金属中心在经济部产业技术司「氢能与低碳燃烧工业应用暨高压氢输储关键技术开发计划」支持下，举办「氢能工业应用产业链技术研讨会」，聚焦高压氢输储与混氢燃烧两大研发主轴，展示关键材料、设备开发及示范场域验证成果，并邀请联盟业者分享实务经验，串联材料、设备制造、系统整合、安全检测及终端应用业者，推进氢能技术与产业需求接轨。在高压氢输储方面，金属中心以抗氢脆銲接、复合防护涂层、高压接头硬化、耐腐蚀膜层及疲劳与泄漏检测为研发重点，逐步建立自主设计、制造与验证能力。氢燃烧应用则从", "createdAt": "2026-10-16T06:52:37.000Z", "author": "网络", "pv": 66, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20676, "title": "跳出HBM框架！SK海力士展示下一代AI记忆体抢推理商机　押注CXL＋HBF生态", "shortTitle": "跳出HBM框架！SK海力士展示下一代AI记忆体抢推理商机　押", "img": "https://cimg.cnyes.cool/prod/news/6631992/l/030608e7f451bf7bfed00762590da47b.jpg", "description": "SK海力士在OCP全球峰会2026展示新一代AI记忆体技术，聚焦MARS机架级系统与HBF。
MARS采解耦式架构，整合可共享记忆体池，盼降GPU过度配置与总持有成本。
HBF定位介于HBM与SSD之间，搭配CXL 3.2 256GB模组，补强AI推理大容量需求。", "createdAt": "2026-10-16T06:11:18.000Z", "author": "网络", "pv": 89, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20618, "title": "英特尔传拿下苹果、辉达、微软等6大科技厂代工案 14A制程成关键", "shortTitle": "英特尔传拿下苹果、辉达、微软等6大科技厂代工案 14A制程成", "img": "https://cimg.cnyes.cool/prod/news/6631821/l/d966851a941240526f4fab36226ba687.jpg", "description": "英特尔传获6大科技厂代工案，主攻14A制程。
苹果案估60万片晶圆、营收150亿至200亿美元；Anthropic潜在商机最高800亿美元。
14A预计2027年试产、2028年量产；18A良率传达85%，EMIB-T封装良率98%。", "createdAt": "2026-10-16T01:50:02.000Z", "author": "网络", "pv": 259, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20619, "title": "辉达黄仁勋：AI晶片供应不求订单几乎天天不断涌入", "shortTitle": "辉达黄仁勋：AI晶片供应不求订单几乎天天不断涌入", "img": "https://cimg.cnyes.cool/prod/news/6631815/l/20a040034c4ff79bf6a8ab85337b4cfc.jpg", "description": "黄仁勋称AI晶片订单几乎每周、甚至每天涌入，客户需求持续超过辉达供应能力。
大型云端服务商、新兴AI云端营运商与设备制造商大量下单，最大客户已提前两年规划需求。
电力短缺、资料中心未完工与零件供应限制产能；黄仁勋称CoreWeave财务改善，辉达毋须额外支持。", "createdAt": "2026-10-16T01:30:04.000Z", "author": "网络", "pv": 93, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20603, "title": "南韩股市暴跌揭AI热潮双重危机！高利率、获利疑虑夹击半导体股", "shortTitle": "南韩股市暴跌揭AI热潮双重危机！高利率、获利疑虑夹击半导体股", "img": "https://cimg.cnyes.cool/prod/news/6631584/l/44d1e5f298813e639d757b4593464434.jpg", "description": "AI获利与融资成本面临考验，南韩KOSPI重挫8%，三星电子跌9%、SK海力士跌11%。
美国通膨高于预期，利率恐维持高档，拖累亚洲股市；日经跌5%、台股跌3%，台积电跌2%。
投资人质疑AI股估值与长期回报，外资10月净卖超韩股逾12兆韩元，三星与SK海力士回购力道减弱。", "createdAt": "2026-10-15T23:10:03.000Z", "author": "网络", "pv": 81, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20581, "title": "马斯克批记忆体厂「敲竹杠」韩工程师回击：特斯拉条件才「苛刻」三星还被大量挖角", "shortTitle": "马斯克批记忆体厂「敲竹杠」韩工程师回击：特斯拉条件才「苛刻", "img": "https://cimg.cnyes.cool/prod/news/6631445/l/8ae913c20677a545b4e1c2a197ffae68.jpg", "description": "马斯克称美光记忆体报价合理、批其他供应商过高，引发南韩半导体工程师反击。
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Terafab传挖走三星泰勒厂人才；AI5拟由台积电、三星代工，三星目标2027年量产。", "createdAt": "2026-10-15T21:50:02.000Z", "author": "网络", "pv": 51, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }