天天财经-提供金融入门知识-投资理财技巧-科技

〈美股盘后〉黄仁勋力挺CoreWeave 道琼劲扬556点台积电ADR跌近2%
2026-10-16 网络阅读（59）
美股周四收高，道琼涨556.21点、标普500终结连3跌，那指盘中翻黑后小涨0.08%。 AI类股涨跌分歧，CoreWeave反弹5.9%，辉达、AMD走弱；戴尔遭巴克莱降评重挫6.8%。美国9月PPI月增1.3%、年增6.3%创2022年来最大，通膨升温使市场再度押注联准会升息。
英特尔代工传获苹果、辉达等6大厂订单！KeyBanc看好14A与先进封装商机
2026-10-16 网络阅读（56）
KeyBanc称英特尔已拿下博通、Google、苹果、AMD、微软与辉达代工订单，且多数潜在专案可能集中14A。苹果传采14A、涵盖A系列与M系列晶片，约60万片晶圆，潜在营收估150亿至200亿美元。 Google Humufish TPU v9/v10等封装需求受EMIB-T基板良率限制。
美国催设厂路透：SK海力士开出涉中国条件
2026-10-15 网络阅读（54）
SK海力士盼美方批准向中国大连工厂出口更多晶片设备。川普政府一直敦促SK海力士、三星电子等外国晶片制造商扩大在美投资。去年美国商务部撤销此前给予SK海力士、三星电子的特殊授权。
轻薄折叠也能打！苹果iPhone Duo跑分曝光效能直逼18 Pro
2026-10-15 网络阅读（53）
Geekbench 7显示，苹果折叠机iPhone Duo搭载A20 Pro，单核3,986分，几乎追平iPhone 18 Pro的3,980分。多核iPhone Duo为11,067分，较iPhone 18 Pro的11,540分低4.1%。
记忆体超级循环恐于2029年反转？韩媒：南韩2030年经济恐面临考验
2026-10-15 网络阅读（47）
南韩半导体荣景推升出口、GDP与税收，但经济过度依赖单一产业，集中风险升高报导估2029年后超级循环恐反转；美国扩产、中国追赶，AI需求若不如预期也可能提前降温崔泰源称将加速建光州、龙仁厂；若出口再跌破1兆美元，韩元与人均4万美元目标恐受冲击
史上最惨一季！记忆体暴涨350%重创全球智慧手机产业　今年Q3出货量暴跌22%
2026-10-15 网络阅读（45）
全球智慧手机第三季出货量转弱，Omdia估年减20%、IDC估年减22%，较第二季扩大。记忆体成本较去年飙涨约350%，厂商涨价、精简配置并缩减低利润入门机。三星、苹果合计市占45%；Omdia称第四季新品与促销仍难抵销供应压力。
记忆体成本飙升重创手机市场！第3季出货量暴跌22%史上最惨 IDC：谷底还没到
2026-10-15 网络阅读（49）
IDC：全球智慧手机第3季出货量跌22%，创史上最严重衰退。记忆体成本因AI订单需求一年飙升约350%，迫使业者涨价、降规、弃守平价机种。小米、OPPO受创最重；苹果、三星较稳，IDC估市场最快2028年才恢复成长。
中国Q3手机出货量写13年来同期新低前五名仅苹果、华为成长
2026-10-15 网络阅读（46）
中国智慧手机Q3出货量为5,930万台，年减12%，写下2013年来同期最低。华为出货量为1,240万台，苹果1,160万台。记忆体成本居高不下，AI伺服器抢产能，推升物料成本，加剧市场分化。
无人机飞太快直接断网！美乌关系紧张之际　华府突限制基辅「星盾」服务
2026-10-15 网络阅读（50）
SpaceX军用星盾传对乌克兰开启速度限制，终端高速飞行会断线，已干扰乌军无人机与防空任务。乌总统泽伦斯基批评此举是「重大错误」，称美国暂停弹道飞弹预警情报，恐增伤亡。事件重燃欧洲降低对美太空依赖讨论，Eutelsat股价一度飙23%，但欧洲短期难替代美国预警能力。
财报前夕先裁千人！Netflix成长放缓 2022年来最大裁员
2026-10-14 网络阅读（51）
Netflix全球裁员约1,000人、占6%，为2022年以来最大规模，主因成长放缓与用户参与度下滑。裁员集中产品、技术、法务及人资；执行长称将有纪律配置人力与资源，并持续投资高效益领域。 Netflix称全年获利仍可望达标；过去12个月股价跌逾40%，迪士尼与亚马逊也在缩编。

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AI类股涨跌分歧，CoreWeave反弹5.9%，辉达、AMD走弱；戴尔遭巴克莱降评重挫6.8%。
美国9月PPI月增1.3%、年增6.3%创2022年来最大，通膨升温使市场再度押注联准会升息。", "createdAt": "2026-10-15T21:44:31.000Z", "author": "网络", "pv": 59, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20583, "title": "英特尔代工传获苹果、辉达等6大厂订单！KeyBanc看好14A与先进封装商机", "shortTitle": "英特尔代工传获苹果、辉达等6大厂订单！KeyBanc看好14", "img": "https://cimg.cnyes.cool/prod/news/6631443/l/324b9b72fb756d039290b345532b4582.jpg", "description": "KeyBanc称英特尔已拿下博通、Google、苹果、AMD、微软与辉达代工订单，且多数潜在专案可能集中14A。
苹果传采14A、涵盖A系列与M系列晶片，约60万片晶圆，潜在营收估150亿至200亿美元。
Google Humufish TPU v9/v10等封装需求受EMIB-T基板良率限制。", "createdAt": "2026-10-15T21:20:03.000Z", "author": "网络", "pv": 56, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20562, "title": "美国催设厂路透：SK海力士开出涉中国条件", "shortTitle": "美国催设厂路透：SK海力士开出涉中国条件", "img": "https://cimg.cnyes.cool/prod/news/6631561/l/fb26ec2debe4367ff24e5640835d01ee.jpg", "description": "SK海力士盼美方批准向中国大连工厂出口更多晶片设备。
川普政府一直敦促SK海力士、三星电子等外国晶片制造商扩大在美投资。
去年美国商务部撤销此前给予SK海力士、三星电子的特殊授权。", "createdAt": "2026-10-15T15:01:43.000Z", "author": "网络", "pv": 54, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20555, "title": "轻薄折叠也能打！苹果iPhone Duo跑分曝光效能直逼18 Pro", "shortTitle": "轻薄折叠也能打！苹果iPhone Duo跑分曝光效能直逼1", "img": "https://cimg.cnyes.cool/prod/news/6631538/l/73cbab06101cd12fac0646bef3d86290.jpg", "description": "Geekbench 7显示，苹果折叠机iPhone Duo搭载A20 Pro，单核3,986分，几乎追平iPhone 18 Pro的3,980分。
多核iPhone Duo为11,067分，较iPhone 18 Pro的11,540分低4.1%。", "createdAt": "2026-10-15T14:40:07.000Z", "author": "网络", "pv": 53, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20524, "title": "记忆体超级循环恐于2029年反转？韩媒：南韩2030年经济恐面临考验", "shortTitle": "记忆体超级循环恐于2029年反转？韩媒：南韩2030年经济恐", "img": "https://cimg.cnyes.cool/prod/news/6631054/l/9ff5b907ebb01596c2a6f935a12b4d2b.jpg", "description": "南韩半导体荣景推升出口、GDP与税收，但经济过度依赖单一产业，集中风险升高
报导估2029年后超级循环恐反转；美国扩产、中国追赶，AI需求若不如预期也可能提前降温
崔泰源称将加速建光州、龙仁厂；若出口再跌破1兆美元，韩元与人均4万美元目标恐受冲击", "createdAt": "2026-10-15T10:10:03.000Z", "author": "网络", "pv": 47, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20476, "title": "史上最惨一季！记忆体暴涨350%重创全球智慧手机产业　今年Q3出货量暴跌22%", "shortTitle": "史上最惨一季！记忆体暴涨350%重创全球智慧手机产业　今年Q", "img": "https://cimg.cnyes.cool/prod/news/6631119/l/69acdc2433e44b4e9985bbe62bc60c49.jpg", "description": "全球智慧手机第三季出货量转弱，Omdia估年减20%、IDC估年减22%，较第二季扩大。
记忆体成本较去年飙涨约350%，厂商涨价、精简配置并缩减低利润入门机。
三星、苹果合计市占45%；Omdia称第四季新品与促销仍难抵销供应压力。", "createdAt": "2026-10-15T07:00:19.000Z", "author": "网络", "pv": 45, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20469, "title": "记忆体成本飙升重创手机市场！第3季出货量暴跌22%史上最惨 IDC：谷底还没到", "shortTitle": "记忆体成本飙升重创手机市场！第3季出货量暴跌22%史上最惨 ", "img": "https://cimg.cnyes.cool/prod/news/6631113/l/5aaf98eba016b6d2aced56ad070ba7df.jpg", "description": "IDC：全球智慧手机第3季出货量跌22%，创史上最严重衰退。
记忆体成本因AI订单需求一年飙升约350%，迫使业者涨价、降规、弃守平价机种。
小米、OPPO受创最重；苹果、三星较稳，IDC估市场最快2028年才恢复成长。", "createdAt": "2026-10-15T06:50:06.000Z", "author": "网络", "pv": 49, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20449, "title": "中国Q3手机出货量写13年来同期新低前五名仅苹果、华为成长", "shortTitle": "中国Q3手机出货量写13年来同期新低前五名仅苹果、华为成长", "img": "https://cimg.cnyes.cool/prod/news/6630757/l/0cb8a72f81b289e24c39932d3edc9643.jpg", "description": "中国智慧手机Q3出货量为5,930万台，年减12%，写下2013年来同期最低。
华为出货量为1,240万台，苹果1,160万台。
记忆体成本居高不下，AI伺服器抢产能，推升物料成本，加剧市场分化。", "createdAt": "2026-10-15T04:47:12.000Z", "author": "网络", "pv": 46, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20384, "title": "无人机飞太快直接断网！美乌关系紧张之际　华府突限制基辅「星盾」服务", "shortTitle": "无人机飞太快直接断网！美乌关系紧张之际　华府突限制基辅「星盾", "img": "https://cimg.cnyes.cool/prod/news/6630807/l/943064545b4fbf7a672bb171d9083694.jpg", "description": "SpaceX军用星盾传对乌克兰开启速度限制，终端高速飞行会断线，已干扰乌军无人机与防空任务。
乌总统泽伦斯基批评此举是「重大错误」，称美国暂停弹道飞弹预警情报，恐增伤亡。
事件重燃欧洲降低对美太空依赖讨论，Eutelsat股价一度飙23%，但欧洲短期难替代美国预警能力。", "createdAt": "2026-10-15T01:40:04.000Z", "author": "网络", "pv": 50, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20298, "title": "财报前夕先裁千人！Netflix成长放缓 2022年来最大裁员", "shortTitle": "财报前夕先裁千人！Netflix成长放缓 2022年来最大裁", "img": "https://cimg.cnyes.cool/prod/news/6630523/l/63d59b9b243885f218d576e7cfb6d2cb.jpg", "description": "Netflix全球裁员约1,000人、占6%，为2022年以来最大规模，主因成长放缓与用户参与度下滑。
裁员集中产品、技术、法务及人资；执行长称将有纪律配置人力与资源，并持续投资高效益领域。
Netflix称全年获利仍可望达标；过去12个月股价跌逾40%，迪士尼与亚马逊也在缩编。", "createdAt": "2026-10-14T14:10:40.000Z", "author": "网络", "pv": 51, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }