天天财经-提供金融入门知识-投资理财技巧-科技

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。
OpenAI营收低于预期甲骨文寻求巨额债务融资 AI概念股全面承压
2026-10-09 网络阅读（61）
OpenAI 截至9月底年化营收近500亿美元，低于先前传出约700亿美元；差距主因计算口径不同。甲骨文、博通、SpaceX传筹大额资金买AI晶片，市场忧投资回报与债务负担。 AI供应链股周四重挫；甲骨文跌5.48%，辉达跌2.94%，CoreWeave跌7.77%。
卖了也没赚！记忆体涨到三星也吃不消手机第四季最高减产30%
2026-10-09 网络阅读（64）
三星MX部门第四季拟砍供应20%至30%，智慧手机产量恐减最多30%。记忆体成本飙升，12GB LPDDR5X第二季涨175%，第三季估再涨20%。第四季需求转淡加成本压力，三星全年手机出货恐降至2亿支出头，MX部门恐亏损。
OpenAI营收消息震撼AI产业较先前报导低200亿美元
2026-10-09 网络阅读（55）
OpenAI 截至9月年化营收约500亿美元，低于先前媒体报导。投资人先前将OpenAI与Anthropic营收计算方式直接比较；OpenAI未采同法。依报导，OpenAI接近500亿美元，仍低于Anthropic约650亿美元。
〈美股盘后〉OpenAI营收遭爆不如预期 AI概念股吓趴费半、台积电ADR重挫逾3%
2026-10-09 网络阅读（59）
OpenAI揭露9月底年化营收约500亿美元，低于先前传闻，市场重估AI需求与基建支出回报。 AI概念股承压，辉达跌2.94%、甲骨文近6%、费半重挫3.39%，台积电ADR也跌3.01%。油价飙升推升能源股，西德州原油收91.49美元；美债殖利率回落，12月升息机率升至69.2%。
轰炸机撤回本土、波斯湾基地接连受损！美媒：对伊战争7个多月后　川普步步后撤
2026-10-08 网络阅读（56）
美军攻打伊朗7个多月后，从英国撤回12架B-1轰炸机，因接获伊朗支持人员可能以无人机或地面方式攻击的可信情资。自攻打伊朗以来，美军已从巴林、科威特、阿联、卡达等地后撤或缩编，多处基地遭无人机、飞弹攻袭击。前线后拉让本土出击、远洋补给与无人机防御成本升高，美军评估可能在以色列、约旦新建或升级设施。
战火延烧科技基础设施！「俄版Google」Yandex遭无人机攻击大型资料中心全面停摆
2026-10-08 网络阅读（70）
Yandex位于俄罗斯西部的一座主要资料中心遭无人机攻击起火，已暂停营运。 Yandex表示部分基础设施受影响，该资料中心全面停摆，部分服务可能无法供用户使用。乌克兰持续扩大对俄基础设施攻击，俄国境内资料中心、炼油厂等关键设施威胁升高。
有辉达撑腰也不买单？澳洲资料中心商Firmus巨额IPO生变
2026-10-08 网络阅读（60）
辉达投资的澳洲资料中心业者Firmus Grid IPO募资55亿美元，因认购需求骤降，上市前景蒙阴影。 Firmus拟以每股11澳元上市，估值两个月内由105亿美元冲至近300亿美元，但2026营收仅5100万美元、912MW容量仅46MW建成。

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"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": [] }, { "id": 19578, "title": "OpenAI营收低于预期甲骨文寻求巨额债务融资 AI概念股全面承压", "shortTitle": "OpenAI营收低于预期甲骨文寻求巨额债务融资 AI概念股", "img": "https://cimg.cnyes.cool/prod/news/6626515/l/ab68d18d3bba9e4729ee65659aa0cf8b.jpg", "description": "OpenAI 截至9月底年化营收近500亿美元，低于先前传出约700亿美元；差距主因计算口径不同。
甲骨文、博通、SpaceX传筹大额资金买AI晶片，市场忧投资回报与债务负担。
AI供应链股周四重挫；甲骨文跌5.48%，辉达跌2.94%，CoreWeave跌7.77%。", "createdAt": "2026-10-09T02:10:04.000Z", "author": "网络", "pv": 61, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19492, "title": "卖了也没赚！记忆体涨到三星也吃不消手机第四季最高减产30%", "shortTitle": "卖了也没赚！记忆体涨到三星也吃不消手机第四季最高减产30%", "img": "https://cimg.cnyes.cool/prod/news/6626070/l/b786063c8661f44eab9d611cf09ad55c.jpg", "description": "三星MX部门第四季拟砍供应20%至30%，智慧手机产量恐减最多30%。
记忆体成本飙升，12GB LPDDR5X第二季涨175%，第三季估再涨20%。
第四季需求转淡加成本压力，三星全年手机出货恐降至2亿支出头，MX部门恐亏损。", "createdAt": "2026-10-08T23:10:03.000Z", "author": "网络", "pv": 64, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19480, "title": "OpenAI营收消息震撼AI产业较先前报导低200亿美元", "shortTitle": "OpenAI营收消息震撼AI产业较先前报导低200亿美元", "img": "https://cimg.cnyes.cool/prod/news/6626513/l/132fdb58eae1883b6b4c9dbd87e036b1.jpg", "description": "OpenAI 截至9月年化营收约500亿美元，低于先前媒体报导。
投资人先前将OpenAI与Anthropic营收计算方式直接比较；OpenAI未采同法。
依报导，OpenAI接近500亿美元，仍低于Anthropic约650亿美元。", "createdAt": "2026-10-08T22:21:35.000Z", "author": "网络", "pv": 55, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19540, "title": "〈美股盘后〉OpenAI营收遭爆不如预期 AI概念股吓趴费半、台积电ADR重挫逾3%", "shortTitle": "〈美股盘后〉OpenAI营收遭爆不如预期 AI概念股吓趴费", "img": "https://cimg.cnyes.cool/prod/news/6626512/l/2a4c600b5097a7e4f1b1bfafddcbf154.jpg", "description": "OpenAI揭露9月底年化营收约500亿美元，低于先前传闻，市场重估AI需求与基建支出回报。
AI概念股承压，辉达跌2.94%、甲骨文近6%、费半重挫3.39%，台积电ADR也跌3.01%。
油价飙升推升能源股，西德州原油收91.49美元；美债殖利率回落，12月升息机率升至69.2%。", "createdAt": "2026-10-08T22:01:20.000Z", "author": "网络", "pv": 59, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19437, "title": "轰炸机撤回本土、波斯湾基地接连受损！美媒：对伊战争7个多月后　川普步步后撤", "shortTitle": "轰炸机撤回本土、波斯湾基地接连受损！美媒：对伊战争7个多月后", "img": "https://cimg.cnyes.cool/prod/news/6624532/l/bd3265aa787a3a7d18b762c33be60d64.jpg", "description": "美军攻打伊朗7个多月后，从英国撤回12架B-1轰炸机，因接获伊朗支持人员可能以无人机或地面方式攻击的可信情资。
自攻打伊朗以来，美军已从巴林、科威特、阿联、卡达等地后撤或缩编，多处基地遭无人机、飞弹攻袭击。
前线后拉让本土出击、远洋补给与无人机防御成本升高，美军评估可能在以色列、约旦新建或升级设施。", "createdAt": "2026-10-08T13:00:06.000Z", "author": "网络", "pv": 56, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19421, "title": "战火延烧科技基础设施！「俄版Google」Yandex遭无人机攻击大型资料中心全面停摆", "shortTitle": "战火延烧科技基础设施！「俄版Google」Yandex遭无人", "img": "https://cimg.cnyes.cool/prod/news/6624920/l/28d8b831ab5e73fbca9ea1383b1ad40a.jpg", "description": "Yandex位于俄罗斯西部的一座主要资料中心遭无人机攻击起火，已暂停营运。
Yandex表示部分基础设施受影响，该资料中心全面停摆，部分服务可能无法供用户使用。
乌克兰持续扩大对俄基础设施攻击，俄国境内资料中心、炼油厂等关键设施威胁升高。", "createdAt": "2026-10-08T11:30:02.000Z", "author": "网络", "pv": 70, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19422, "title": "有辉达撑腰也不买单？澳洲资料中心商Firmus巨额IPO生变", "shortTitle": "有辉达撑腰也不买单？澳洲资料中心商Firmus巨额IPO生变", "img": "https://cimg.cnyes.cool/prod/news/6625807/l/3376429bb72888c6b2e169b42a9087e3.jpg", "description": "辉达投资的澳洲资料中心业者Firmus Grid IPO募资55亿美元，因认购需求骤降，上市前景蒙阴影。
Firmus拟以每股11澳元上市，估值两个月内由105亿美元冲至近300亿美元，但2026营收仅5100万美元、912MW容量仅46MW建成。", "createdAt": "2026-10-08T11:25:12.000Z", "author": "网络", "pv": 60, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }