天天财经-提供金融入门知识-投资理财技巧-科技

ASML曝光机零件韩国市场统一涨价10% 三星、SK 海力士已接受
2026-10-10 网络阅读（53）
ASML将韩国市场曝光机备件统一涨价10%，2027年1月供货起适用。涨价涵盖EUV、DUV全部备件，含耗材与故障更换零件。三星电子、SK海力士已与ASML协商。
〈美股盘后〉川普称普丁同意向全球投放柴油标普逼近历史高点三大指数周线收红
2026-10-10 网络阅读（59）
美股周五全面收高，道琼涨423点、标普逼近历史高点。川普称普丁同意供应逾480万吨柴油，美股盘中冲高，油价也因消息回落。下周大型银行财报与通膨数据将牵动利率预期，市场续看企业获利与AI投资。
当AI房东稳赚？华尔街热推资料中心风险却愈堆愈高
2026-10-10 网络阅读（56）
AI热潮带动资料中心投资升温，华尔街将其包装成房地产配置选项，黑石、蓝鸮资本等扩大投资人参与管道 Blackstone Digital Infrastructure Trust 5月以20美元发行，周四跌破17美元；利率、美债殖利率上升与8月来抛售压力，拖累收息型资产
晶片伙伴撕破脸！五年权利金能不付？高通与安谋授权战迎关键裁决
2026-10-09 网络阅读（61）
高通与安谋授权合约争议进入陪审团审议，将判断Arm是否违约及蓄意破坏高通与Meta业务往来。高通称Arm扣留软体修补程式与工具、违反价格保障协议，并向《彭博》泄密破坏与Meta合作。 Arm称高通未受损、提告是谈判筹码；高通另要求若Arm违约可暂停支付权利金五年。
SK海力士加速南韩半导体布局！龙仁完工提前至2033年、光州园区拟同步兴建
2026-10-09 网络阅读（61）
崔泰源称SK海力士将尽快在南韩光州兴建半导体厂，以因应持续成长的市场需求，但尚未公布确切动工时间。龙仁半导体园区完工时程已从2045年提前至2033年，并计划兴建4座晶圆厂，仍不足以满足需求。光州园区规画面积约826万平方公尺，三星电子与SK海力士各投资约400兆韩元、各建两座晶圆厂。
电动车美冷欧热美国前9月销量锐减30.7%
2026-10-09 网络阅读（62）
美国前9月电动车销量年减30.7%，仅占汽车总销量6%。美国联邦7,500美元税额抵免去年9月底到期后，电动车的需求仍疲弱。欧洲前9月电动车市占率升至23.2%，高于去年的17.7%。
记忆体成本暴涨175%！三星手机获利告急、传要求供应商减产30%
2026-10-09 网络阅读（44）
DRAM危机冲击三星手机事业，传已要求供应商将智慧型手机产量削减20%至30%。三星今年12GB LPDDR5X RAM采购成本升至145至146美元，较一年前暴增175%，第三季DRAM价估再涨20%。虽减产，三星2026年手机出货量仍估2.7亿支；高成本恐侵蚀MX Division获利。
才完成OpenAI 300亿美元投资！孙正义传向中东募资千亿拟成立AI基金收购企业
2026-10-09 网络阅读（50）
FT报导，孙正义寻求向波湾投资人募资高达1000亿美元，挹注新一波AI投资。资金拟成立基金收购其他公司，并透过AI及先进技术改善营运，已与阿联高层等讨论。软银上周完成对OpenAI的300亿美元投资，9月底亦发行111亿美元高收益债支应；累计投资646亿美元、持股13%。
苹果不必打造最强AI模型也能赚钱！分析师估AI每股价值75美元、目标价上看400美元
2026-10-09 网络阅读（51）
Wedbush分析师看好苹果消费型AI商机，认为凭借逾25亿台活跃装置，不必打造最强AI模型也能受惠 AI营收可望占服务事业逾15%，每股潜在价值约75美元，支撑400美元目标价约3.75亿支iPhone使用逾4年未升级，新款iPhone Duo销量估达1,000万支，旺季上看1,500万支
苹果超薄机再进化！ iPhone Air 2传厚度仅5.2mm 如同展开iPhone Duo
2026-10-09 网络阅读（64）
传 iPhone Air 2 厚度将由 5.6mm 缩至约 5.2mm，减幅约 7%。爆料称将采用 Pro 机型高密度电池，容量可望升至 3,500mAh，增幅约 11%。新机预计 2027 年初推出，可能与 iPhone 18、iPhone 18e 同步亮相。

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涨价涵盖EUV、DUV全部备件，含耗材与故障更换零件。
三星电子、SK海力士已与ASML协商。", "createdAt": "2026-10-10T06:13:59.000Z", "author": "网络", "pv": 53, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19587, "title": "〈美股盘后〉川普称普丁同意向全球投放柴油标普逼近历史高点三大指数周线收红", "shortTitle": "〈美股盘后〉川普称普丁同意向全球投放柴油标普逼近历史高点 ", "img": "https://cimg.cnyes.cool/prod/news/6627082/l/3dc4be9f27b271791dd9d0994ea3e34b.jpg", "description": "美股周五全面收高，道琼涨423点、标普逼近历史高点。
川普称普丁同意供应逾480万吨柴油，美股盘中冲高，油价也因消息回落。
下周大型银行财报与通膨数据将牵动利率预期，市场续看企业获利与AI投资。", "createdAt": "2026-10-09T22:01:05.000Z", "author": "网络", "pv": 59, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19579, "title": "当AI房东稳赚？华尔街热推资料中心风险却愈堆愈高", "shortTitle": "当AI房东稳赚？华尔街热推资料中心风险却愈堆愈高", "img": "https://cimg.cnyes.cool/prod/news/6626982/l/d16935691b3b3f28635da827b133589f.jpg", "description": "AI热潮带动资料中心投资升温，华尔街将其包装成房地产配置选项，黑石、蓝鸮资本等扩大投资人参与管道
Blackstone Digital Infrastructure Trust 5月以20美元发行，周四跌破17美元；利率、美债殖利率上升与8月来抛售压力，拖累收息型资产", "createdAt": "2026-10-09T18:00:06.000Z", "author": "网络", "pv": 56, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19566, "title": "晶片伙伴撕破脸！五年权利金能不付？高通与安谋授权战迎关键裁决", "shortTitle": "晶片伙伴撕破脸！五年权利金能不付？高通与安谋授权战迎关键裁决", "img": "https://cimg.cnyes.cool/prod/news/6626882/l/21f5924a6e48c23435ad7df6fd056452.jpg", "description": "高通与安谋授权合约争议进入陪审团审议，将判断Arm是否违约及蓄意破坏高通与Meta业务往来。
高通称Arm扣留软体修补程式与工具、违反价格保障协议，并向《彭博》泄密破坏与Meta合作。
Arm称高通未受损、提告是谈判筹码；高通另要求若Arm违约可暂停支付权利金五年。", "createdAt": "2026-10-09T13:20:02.000Z", "author": "网络", "pv": 61, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19562, "title": "SK海力士加速南韩半导体布局！龙仁完工提前至2033年、光州园区拟同步兴建", "shortTitle": "SK海力士加速南韩半导体布局！龙仁完工提前至2033年、光州", "img": "https://cimg.cnyes.cool/prod/news/6626763/l/9dec28a187a15de9936b860d3689f543.jpg", "description": "崔泰源称SK海力士将尽快在南韩光州兴建半导体厂，以因应持续成长的市场需求，但尚未公布确切动工时间。
龙仁半导体园区完工时程已从2045年提前至2033年，并计划兴建4座晶圆厂，仍不足以满足需求。
光州园区规画面积约826万平方公尺，三星电子与SK海力士各投资约400兆韩元、各建两座晶圆厂。", "createdAt": "2026-10-09T12:10:04.000Z", "author": "网络", "pv": 61, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19554, "title": "电动车美冷欧热美国前9月销量锐减30.7%", "shortTitle": "电动车美冷欧热美国前9月销量锐减30.7%", "img": "https://cimg.cnyes.cool/prod/news/6626641/l/29087f9904130f11e4c68eb1ae08cc8a.jpg", "description": "美国前9月电动车销量年减30.7%，仅占汽车总销量6%。
美国联邦7,500美元税额抵免去年9月底到期后，电动车的需求仍疲弱。
欧洲前9月电动车市占率升至23.2%，高于去年的17.7%。", "createdAt": "2026-10-09T08:50:46.000Z", "author": "网络", "pv": 62, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19555, "title": "记忆体成本暴涨175%！三星手机获利告急、传要求供应商减产30%", "shortTitle": "记忆体成本暴涨175%！三星手机获利告急、传要求供应商减产3", "img": "https://cimg.cnyes.cool/prod/news/6626765/l/b273d5e97490200a583b14e081c7bf75.jpg", "description": "DRAM危机冲击三星手机事业，传已要求供应商将智慧型手机产量削减20%至30%。
三星今年12GB LPDDR5X RAM采购成本升至145至146美元，较一年前暴增175%，第三季DRAM价估再涨20%。
虽减产，三星2026年手机出货量仍估2.7亿支；高成本恐侵蚀MX Division获利。", "createdAt": "2026-10-09T08:40:03.000Z", "author": "网络", "pv": 44, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19546, "title": "才完成OpenAI 300亿美元投资！孙正义传向中东募资千亿拟成立AI基金收购企业", "shortTitle": "才完成OpenAI 300亿美元投资！孙正义传向中东募资千亿", "img": "https://cimg.cnyes.cool/prod/news/6626736/l/b3c54298acfa86c9dd3a40d0a39b8b1c.jpg", "description": "FT报导，孙正义寻求向波湾投资人募资高达1000亿美元，挹注新一波AI投资。
资金拟成立基金收购其他公司，并透过AI及先进技术改善营运，已与阿联高层等讨论。
软银上周完成对OpenAI的300亿美元投资，9月底亦发行111亿美元高收益债支应；累计投资646亿美元、持股13%。", "createdAt": "2026-10-09T07:10:03.000Z", "author": "网络", "pv": 50, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19531, "title": "苹果不必打造最强AI模型也能赚钱！分析师估AI每股价值75美元、目标价上看400美元", "shortTitle": "苹果不必打造最强AI模型也能赚钱！分析师估AI每股价值75美", "img": "https://cimg.cnyes.cool/prod/news/6626685/l/d79e326799083d1d7121040e25f3c1e4.jpg", "description": "Wedbush分析师看好苹果消费型AI商机，认为凭借逾25亿台活跃装置，不必打造最强AI模型也能受惠
AI营收可望占服务事业逾15%，每股潜在价值约75美元，支撑400美元目标价
约3.75亿支iPhone使用逾4年未升级，新款iPhone Duo销量估达1,000万支，旺季上看1,500万支", "createdAt": "2026-10-09T04:40:03.000Z", "author": "网络", "pv": 51, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19532, "title": "苹果超薄机再进化！ iPhone Air 2传厚度仅5.2mm 如同展开iPhone Duo", "shortTitle": "苹果超薄机再进化！ iPhone Air 2传厚度仅5.2m", "img": "https://cimg.cnyes.cool/prod/news/6626516/l/7057b146d35d819f04b227ea44d2fe57.jpg", "description": "传 iPhone Air 2 厚度将由 5.6mm 缩至约 5.2mm，减幅约 7%。
爆料称将采用 Pro 机型高密度电池，容量可望升至 3,500mAh，增幅约 11%。
新机预计 2027 年初推出，可能与 iPhone 18、iPhone 18e 同步亮相。", "createdAt": "2026-10-09T04:10:03.000Z", "author": "网络", "pv": 64, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }