天天财经-提供金融入门知识-投资理财技巧-科技

AMD再涨GDDR6记忆体价格！RX 9000系列显卡恐跟进涨价、辉达暂按兵不动
2026-10-14 网络阅读（47）
随着记忆体价格再度攀升，有消息指出，超微半导体(AMD-US) 已再度调高GDDR6记忆体价格，使合作板卡厂商恐将进一步把成本转嫁给消费者。另一方面，辉达(NVDA-US) 目前则尚未调涨记忆体价格。根据《Wccftech》报导，超微半导体已通知合作伙伴，此次GDDR6记忆体价格调涨已于10月1日实施。 GDDR6记忆体广泛应用于超微半导体多个世代的Radeon显示卡，包括Radeon RX 5000、RX 6000、RX 7000系列，以及采用RDNA 4架构的最新Radeon RX 900
Anthropic再抛AI安全警讯！「AI蠕虫」恐自主扩散闭门投资人大会聚焦财务数据
2026-10-14 网络阅读（46）
Anthropic积极布局IPO，14日将与投资人闭门会议，估值传可能高达2兆美元。 Anthropic警告小型开放权重模型恐成「AI蠕虫」，可自我复制并渗透智慧装置，惹市场关注AI失控风险。招股书恐揭露营收、毛利率与训练成本；投资人也盯紧监管风险、ARR成长与算力采购承诺。
AI蠕虫恐自主复制扩散至智慧家电 Anthropic：小型模型年底前可能具备能力
2026-10-14 网络阅读（51）
Anthropic示警，小型AI模型若结合IoT漏洞，年底前恐具自主复制扩散能力。研究称AI蠕虫可入侵智慧烤箱、冰箱等装置，未来或在2026年底前出现。实验中GLM-5.2可端到端复制；Anthropic吁强化IoT存取、验证与更新。
客购订单排到2030年！ASML揭示全球AI扩张最大隐忧
2026-10-14 网络阅读（60）
ASML第3季获利优于预期，CEO称AI投资推升客户上修中短期设备需求部分客户已询问2029至2030年EUV订单，2027、2028年供给不足，ASML评估扩充2028年产能 deVere执行长指这显示AI面临产能与电力瓶颈，部分AI计划恐延后或缩减
研调：长江存储NAND出货量跃居全球第三 2026成长速度估达产业6倍
2026-10-14 网络阅读（56）
中国NAND快闪记忆体制造商长江存储（YMTC）持续扩大全球市场布局。根据Counterpoint Research最新《记忆体市场追踪与预测报告》，YMTC第2季NAND出货量排名全球第3，仅次于三星电子（Samsung Electronics）及SK海力士（SK Hynix），超越铠侠（Kioxia）与美光（Micron）。若将SK海力士旗下Solidigm的出货量分开计算，YMTC则排名全球第2。营收方面，YMTC全球NAND营收市占率从2025年第1季的9%提升至2026年第1季的14
扩产节奏低于预期！SK海力士HBM4后道设备订单延至2027　辉达供应链藏变数？
2026-10-14 网络阅读（57）
SK海力士HBM4后道设备订单传递延至明年，2027年投资计划也未正式通知供应商，市场忧量产进度放缓。分析师称HBM4供货品质疑虑属可解决范畴，SK海力士已提供16层堆叠样品，技术仍居领先。今年下半年HBM投资趋保守，部分资金转向通用DRAM，龙仁Y1工厂初期也将优先配置DRAM产能。
中美AI算力应用大不同：中国聚焦短剧、影音美国深耕程式码开发
2026-10-14 网络阅读（47）
美中大语言模型算力用途：美国58%投向程式码生成与企业自动化；中国仅15%，但55%用于微短剧与短影音生成。中国信通院2026年第三季监测显示，微短剧内容生成Token占32.7%居首。业内称差异源于付费结构：中国43万部微短剧九成以上AI参与；美国工程师年薪30万至50万美元。
博通CEO一句话掀波澜！「AI投资人像赌徒」惹议市场多空解读战开打
2026-10-14 网络阅读（48）
博通执行长陈福阳在新加坡会议称AI投资人像赌徒，言论引发晶片股周一、周二下跌。市场解读分歧，高盛称言论遭断章取义，博通与英特尔都指向未来2至3年需求仍强。 ASML周三、台积电周四公布财报，市场将据此评估半导体需求与AI热潮能否延续。
简直是灾难！英特尔前高管再轰HBM：位元密度低的「热三明治」
2026-10-14 网络阅读（59）
季辛格再批HBM「丑陋、太差劲」，指位元密度低、受超宽汇流排与晶片边缘面积限制，HBM4汇流排升至2048位。他称HBM堆叠有「热三明治」问题，功耗逾约30瓦后散热恶化，DRAM怕高温也不利AI推理与训练。 HBM制程耗晶圆、扩产排挤DDR/LPDDR；南亚科估DRAM缺货至2028年初。
特斯拉无人计程车涉学区超速遭美国监管机关审查估涉及1000辆车
2026-10-14 网络阅读（50）
NHTSA评估特斯拉无人计程车学校区域超速请愿，案件编号DP26010，涉约1,000辆车请愿含3段影片、纪录4起事件，尚无碰撞受伤；NHTSA须于120天内决定是否立案特斯拉奥斯汀无人计程车2025年6月上路、2026年9月3日商业服务；FSD与Cybercab另受审查

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"description": "随着记忆体价格再度攀升，有消息指出，超微半导体(AMD-US) 已再度调高GDDR6记忆体价格，使合作板卡厂商恐将进一步把成本转嫁给消费者。另一方面，辉达(NVDA-US) 目前则尚未调涨记忆体价格。根据《Wccftech》报导，超微半导体已通知合作伙伴，此次GDDR6记忆体价格调涨已于10月1日实施。 GDDR6记忆体广泛应用于超微半导体多个世代的Radeon显示卡，包括Radeon RX 5000、RX 6000、RX 7000系列，以及采用RDNA 4架构的最新Radeon RX 900", "createdAt": "2026-10-14T14:10:04.000Z", "author": "网络", "pv": 47, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20271, "title": "Anthropic再抛AI安全警讯！「AI蠕虫」恐自主扩散闭门投资人大会聚焦财务数据", "shortTitle": "Anthropic再抛AI安全警讯！「AI蠕虫」恐自主扩散 ", "img": "https://cimg.cnyes.cool/prod/news/6629836/l/d5b962e522cd8ac067a1f1452f3acc71.jpg", "description": "Anthropic积极布局IPO，14日将与投资人闭门会议，估值传可能高达2兆美元。
Anthropic警告小型开放权重模型恐成「AI蠕虫」，可自我复制并渗透智慧装置，惹市场关注AI失控风险。
招股书恐揭露营收、毛利率与训练成本；投资人也盯紧监管风险、ARR成长与算力采购承诺。", "createdAt": "2026-10-14T11:20:04.000Z", "author": "网络", "pv": 46, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20267, "title": "AI蠕虫恐自主复制扩散至智慧家电 Anthropic：小型模型年底前可能具备能力", "shortTitle": "AI蠕虫恐自主复制扩散至智慧家电 Anthropic：小型模", "img": "https://cimg.cnyes.cool/prod/news/6630302/l/10f986ff53645ccbb27bd1295ceb11d0.jpg", "description": "Anthropic示警，小型AI模型若结合IoT漏洞，年底前恐具自主复制扩散能力。
研究称AI蠕虫可入侵智慧烤箱、冰箱等装置，未来或在2026年底前出现。
实验中GLM-5.2可端到端复制；Anthropic吁强化IoT存取、验证与更新。", "createdAt": "2026-10-14T10:20:05.000Z", "author": "网络", "pv": 51, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20268, "title": "客购订单排到2030年！ASML揭示全球AI扩张最大隐忧", "shortTitle": "客购订单排到2030年！ASML揭示全球AI扩张最大隐忧", "img": "https://cimg.cnyes.cool/prod/news/6630326/l/232a80a7f918cbaef7d43bf85c222190.jpg", "description": "ASML第3季获利优于预期，CEO称AI投资推升客户上修中短期设备需求
部分客户已询问2029至2030年EUV订单，2027、2028年供给不足，ASML评估扩充2028年产能
deVere执行长指这显示AI面临产能与电力瓶颈，部分AI计划恐延后或缩减", "createdAt": "2026-10-14T10:10:04.000Z", "author": "网络", "pv": 60, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20240, "title": "研调：长江存储NAND出货量跃居全球第三 2026成长速度估达产业6倍", "shortTitle": "研调：长江存储NAND出货量跃居全球第三 2026成长速度估", "img": "https://cimg.cnyes.cool/prod/news/6630266/l/f173e9177c404adc12e8c8e1e8059619.jpg", "description": "中国NAND快闪记忆体制造商长江存储（YMTC）持续扩大全球市场布局。根据Counterpoint Research最新《记忆体市场追踪与预测报告》，YMTC第2季NAND出货量排名全球第3，仅次于三星电子（Samsung Electronics）及SK海力士（SK Hynix），超越铠侠（Kioxia）与美光（Micron）。若将SK海力士旗下Solidigm的出货量分开计算，YMTC则排名全球第2。营收方面，YMTC全球NAND营收市占率从2025年第1季的9%提升至2026年第1季的14", "createdAt": "2026-10-14T08:46:03.000Z", "author": "网络", "pv": 56, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20241, "title": "扩产节奏低于预期！SK海力士HBM4后道设备订单延至2027　辉达供应链藏变数？", "shortTitle": "扩产节奏低于预期！SK海力士HBM4后道设备订单延至2027", "img": "https://cimg.cnyes.cool/prod/news/6630200/l/669f96044676a429d0a8a356ce6ca481.jpg", "description": "SK海力士HBM4后道设备订单传递延至明年，2027年投资计划也未正式通知供应商，市场忧量产进度放缓。
分析师称HBM4供货品质疑虑属可解决范畴，SK海力士已提供16层堆叠样品，技术仍居领先。
今年下半年HBM投资趋保守，部分资金转向通用DRAM，龙仁Y1工厂初期也将优先配置DRAM产能。", "createdAt": "2026-10-14T08:00:03.000Z", "author": "网络", "pv": 57, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20206, "title": "中美AI算力应用大不同：中国聚焦短剧、影音美国深耕程式码开发", "shortTitle": "中美AI算力应用大不同：中国聚焦短剧、影音美国深耕程式码开", "img": "https://cimg.cnyes.cool/prod/news/6630129/l/dc3fe03798814540c2cdfc779a3ab12a.jpg", "description": "美中大语言模型算力用途：美国58%投向程式码生成与企业自动化；中国仅15%，但55%用于微短剧与短影音生成。
中国信通院2026年第三季监测显示，微短剧内容生成Token占32.7%居首。
业内称差异源于付费结构：中国43万部微短剧九成以上AI参与；美国工程师年薪30万至50万美元。", "createdAt": "2026-10-14T06:10:03.000Z", "author": "网络", "pv": 47, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20179, "title": "博通CEO一句话掀波澜！「AI投资人像赌徒」惹议市场多空解读战开打", "shortTitle": "博通CEO一句话掀波澜！「AI投资人像赌徒」惹议市场多空解", "img": "https://cimg.cnyes.cool/prod/news/6629854/l/6c5972dd94afebd9c250030ac34f6cb5.jpg", "description": "博通执行长陈福阳在新加坡会议称AI投资人像赌徒，言论引发晶片股周一、周二下跌。
市场解读分歧，高盛称言论遭断章取义，博通与英特尔都指向未来2至3年需求仍强。
ASML周三、台积电周四公布财报，市场将据此评估半导体需求与AI热潮能否延续。", "createdAt": "2026-10-14T04:50:03.000Z", "author": "网络", "pv": 48, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20180, "title": "简直是灾难！英特尔前高管再轰HBM：位元密度低的「热三明治」", "shortTitle": "简直是灾难！英特尔前高管再轰HBM：位元密度低的「热三明治」", "img": "https://cimg.cnyes.cool/prod/news/6630042/l/c3d190ee42249c5dfff6c91b7f4e61da.jpg", "description": "季辛格再批HBM「丑陋、太差劲」，指位元密度低、受超宽汇流排与晶片边缘面积限制，HBM4汇流排升至2048位。
他称HBM堆叠有「热三明治」问题，功耗逾约30瓦后散热恶化，DRAM怕高温也不利AI推理与训练。
HBM制程耗晶圆、扩产排挤DDR/LPDDR；南亚科估DRAM缺货至2028年初。", "createdAt": "2026-10-14T04:30:05.000Z", "author": "网络", "pv": 59, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20181, "title": "特斯拉无人计程车涉学区超速遭美国监管机关审查估涉及1000辆车", "shortTitle": "特斯拉无人计程车涉学区超速遭美国监管机关审查估涉及1000", "img": "https://cimg.cnyes.cool/prod/news/6630094/l/e272a4e6f98a304b7324ffebb1a5acbb.jpg", "description": "NHTSA评估特斯拉无人计程车学校区域超速请愿，案件编号DP26010，涉约1,000辆车
请愿含3段影片、纪录4起事件，尚无碰撞受伤；NHTSA须于120天内决定是否立案
特斯拉奥斯汀无人计程车2025年6月上路、2026年9月3日商业服务；FSD与Cybercab另受审查", "createdAt": "2026-10-14T04:20:03.000Z", "author": "网络", "pv": 50, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }