天天财经-提供金融入门知识-投资理财技巧-科技

三星明公布Q3初步业绩！市场忧韩元升值与长约侵蚀业绩　HBM4E能否延续AI记忆体景气？
2026-10-07 网络阅读（62）
三星周四公布Q3初步业绩，营收看200-201.3兆韩元、营益约106-110兆韩元。韩元Q3累升约14%，分析师近3个月下修营收、获利预期；记忆体报价仍涨但趋缓。 HBM4E样品已交付，三星HBM份额估升至2026年Q2的33%；若法说未交代LTA、量产与合约进度，股价恐续陷好业绩、弱评价。
标普500创新高！「兆美元市值俱乐部」仅四档赢大盘七档「技术面超买」名单曝光
2026-10-07 网络阅读（70）
标普500创高，但13家兆元市值股仅4档今年跑赢大盘，市场忧涨势过度集中大型股。美光、超微年内涨近275%与逾200%，辉达约涨30%，苹果约23%，特斯拉则跌15%。 Bespoke指6档个股技术面超买，SpaceX更极度超买，Alphabet被看好，微软与苹果仍具上攻空间。
华为余承东道出残酷现实：利润顶不住必须先活下来
2026-10-07 网络阅读（54）
余承东称记忆体涨价使每部手机成本增逾200美元。余承东表示，如果持续亏损，业务就无法长期维持。他指出手机普遍涨价后，低阶市场受挤压，厂商将转向中高阶市场。
单颗能跑1000个智能体！英特尔重写AI算力帐本　CPU重回调度中枢
2026-10-06 网络阅读（64）
英特尔在Connection 2026称，Agent需求暴增，CPU重回资料中心调度中枢。至强6+采18A制程、内建QAT/IAA/AMX，支援KV Cache与沙盒隔离。英特尔估2030年CPU市场升至2100亿美元，AI负载占资料中心80%。
AI监管最大分歧曝光！OpenAI执行长：为收获AI红利世界应当接受部分坏事可以发生
2026-10-06 网络阅读（72）
奥特曼称OpenAI与Anthropic在AI监管上有「根本性的世界观分歧」，主张技术应广泛开放、社会可承担部分风险。他直批由旧金山某家实验室垄断强大技术的想法不可接受，并表示不会为避免滥用而追求「零风险」。 Anthropic回应其提案仅适用先进模型，这场开放与管控之争将影响全球AI治理走向。
今年第6份长约！三星电机再夺MLCC大单客户抢锁产能
2026-10-06 网络阅读（63）
三星电机与全球企业签2,900亿韩元MLCC供货约，供应AI伺服器用产品，履约期2027年1月至12月。三星电机称今年已签第6份长约，合计3.9兆韩元；其AI伺服器MLCC市占逾40%。 AI伺服器带动高容量MLCC缺货涨价，原厂涨幅15%至35%，订单已排至2027年第二季。
亚洲AI建设上看8.2兆美元银行抢做高风险GPU融资
2026-10-06 网络阅读（68）
亚洲AI资料中心掀GPU债务融资潮，银行开始加入，扩大可取得资金来源。花旗、摩根大通等评估相关贷款，Zankore、GMI Cloud案合计约38亿美元。但晶片折旧、技术淘汰与中国客户监管风险，仍使授信标准趋严。
全球纯汽油车新车销量比重首次跌破50%
2026-10-06 网络阅读（64）
Mobility Global的最新数据显示，2026年上半年纯汽油车型占全球新车销量49%，这是历史上纯汽油车销量的比重首次跌破五成，且较2021年的73%大幅下降24个百分点。数据还显示，今年上半年，整体汽车市场规模收缩约5%，且纯汽油车销量下滑幅度是大盘两倍。业界人士将市场加速转变归因于油价。即受中东冲突影响，燃油价格大幅飙涨，消费者开始寻求用车成本更低的车型。分地域来看，上半年中国汽油车销量较一年前骤降26%，为全球最大降幅；欧洲紧随其后，销量下滑13%。纯电动车销量方面，欧洲市
一束光点亮大脑黑箱：光遗传学为何荣获2026年诺贝尔生理学或医学奖？
2026-10-06 网络阅读（65）
诺贝尔生理学或医学奖颁给Karl Deisseroth、Peter Hegemann与Georg Nagel。光遗传学源于绿藻通道视紫红质，2005年Deisseroth将基因导入哺乳动物神经细胞，能以光脉冲毫秒级控制神经元。该技术对阿兹海默症、帕金森氏症、忧郁症及视网膜色素变性具临床潜力。
AI风险听证会登场！美AI四巨头高管怕收到传票而出庭　知名「吹哨者」Coxon亦出席作证
2026-10-06 网络阅读（70）
纽约市议会5日就AI模型风险举行听证会，要求Anthropic、OpenAI、谷歌、Meta高管说明AI威胁。除Meta外，其他三家是在收到传票威胁后才出庭；SpaceXAI亦遭强制传票。听证会源于多起模型失控与内部爆料，纽约市拟推AI监管立法，含举报人激励、民众起诉权及第三方审核。

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"description": "三星周四公布Q3初步业绩，营收看200-201.3兆韩元、营益约106-110兆韩元。
韩元Q3累升约14%，分析师近3个月下修营收、获利预期；记忆体报价仍涨但趋缓。
HBM4E样品已交付，三星HBM份额估升至2026年Q2的33%；若法说未交代LTA、量产与合约进度，股价恐续陷好业绩、弱评价。", "createdAt": "2026-10-07T04:20:15.000Z", "author": "网络", "pv": 62, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19021, "title": "标普500创新高！「兆美元市值俱乐部」仅四档赢大盘七档「技术面超买」名单曝光", "shortTitle": "标普500创新高！「兆美元市值俱乐部」仅四档赢大盘七档「技", "img": "https://cimg.cnyes.cool/prod/news/6623308/l/4756da68e0f27e626002dce790641ae2.jpg", "description": "标普500创高，但13家兆元市值股仅4档今年跑赢大盘，市场忧涨势过度集中大型股。
美光、超微年内涨近275%与逾200%，辉达约涨30%，苹果约23%，特斯拉则跌15%。
Bespoke指6档个股技术面超买，SpaceX更极度超买，Alphabet被看好，微软与苹果仍具上攻空间。", "createdAt": "2026-10-07T03:50:05.000Z", "author": "网络", "pv": 70, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18998, "title": "华为余承东道出残酷现实：利润顶不住必须先活下来", "shortTitle": "华为余承东道出残酷现实：利润顶不住必须先活下来", "img": "https://cimg.cnyes.cool/prod/news/6623353/l/48370c002539dd2bbcfd5b409c210d6e.jpg", "description": "余承东称记忆体涨价使每部手机成本增逾200美元。
余承东表示，如果持续亏损，业务就无法长期维持。
他指出手机普遍涨价后，低阶市场受挤压，厂商将转向中高阶市场。", "createdAt": "2026-10-07T00:55:05.000Z", "author": "网络", "pv": 54, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18905, "title": "单颗能跑1000个智能体！英特尔重写AI算力帐本　CPU重回调度中枢", "shortTitle": "单颗能跑1000个智能体！英特尔重写AI算力帐本　CPU重回", "img": "https://cimg.cnyes.cool/prod/news/6622738/l/a6d154be1c6d11a6a98cb341050d3bc0.jpg", "description": "英特尔在Connection 2026称，Agent需求暴增，CPU重回资料中心调度中枢。
至强6+采18A制程、内建QAT/IAA/AMX，支援KV Cache与沙盒隔离。
英特尔估2030年CPU市场升至2100亿美元，AI负载占资料中心80%。", "createdAt": "2026-10-06T11:30:04.000Z", "author": "网络", "pv": 64, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18862, "title": "AI监管最大分歧曝光！OpenAI执行长：为收获AI红利世界应当接受部分坏事可以发生", "shortTitle": "AI监管最大分歧曝光！OpenAI执行长：为收获AI红利 ", "img": "https://cimg.cnyes.cool/prod/news/6622748/l/34fc3bd6fed3466e300c8d2c2b332192.jpg", "description": "奥特曼称OpenAI与Anthropic在AI监管上有「根本性的世界观分歧」，主张技术应广泛开放、社会可承担部分风险。
他直批由旧金山某家实验室垄断强大技术的想法不可接受，并表示不会为避免滥用而追求「零风险」。
Anthropic回应其提案仅适用先进模型，这场开放与管控之争将影响全球AI治理走向。", "createdAt": "2026-10-06T09:05:16.000Z", "author": "网络", "pv": 72, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18841, "title": "今年第6份长约！三星电机再夺MLCC大单客户抢锁产能", "shortTitle": "今年第6份长约！三星电机再夺MLCC大单客户抢锁产能", "img": "https://cimg.cnyes.cool/prod/news/6622691/l/c1057e48554e9266aaedc2d8c0ec82b5.jpg", "description": "三星电机与全球企业签2,900亿韩元MLCC供货约，供应AI伺服器用产品，履约期2027年1月至12月。
三星电机称今年已签第6份长约，合计3.9兆韩元；其AI伺服器MLCC市占逾40%。
AI伺服器带动高容量MLCC缺货涨价，原厂涨幅15%至35%，订单已排至2027年第二季。", "createdAt": "2026-10-06T08:10:03.000Z", "author": "网络", "pv": 63, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18829, "title": "亚洲AI建设上看8.2兆美元银行抢做高风险GPU融资", "shortTitle": "亚洲AI建设上看8.2兆美元银行抢做高风险GPU融资", "img": "https://cimg.cnyes.cool/prod/news/6622298/l/520c7d8c37b642cc06c507f3c1b456eb.jpg", "description": "亚洲AI资料中心掀GPU债务融资潮，银行开始加入，扩大可取得资金来源。
花旗、摩根大通等评估相关贷款，Zankore、GMI Cloud案合计约38亿美元。
但晶片折旧、技术淘汰与中国客户监管风险，仍使授信标准趋严。", "createdAt": "2026-10-06T07:10:02.000Z", "author": "网络", "pv": 68, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18820, "title": "全球纯汽油车新车销量比重首次跌破50%", "shortTitle": "全球纯汽油车新车销量比重首次跌破50%", "img": "https://cimg.cnyes.cool/prod/news/6622671/l/0edef58d77453dba3764456def95be72.jpg", "description": "Mobility Global的最新数据显示，2026年上半年纯汽油车型占全球新车销量49%，这是历史上纯汽油车销量的比重首次跌破五成，且较2021年的73%大幅下降24个百分点。数据还显示，今年上半年，整体汽车市场规模收缩约5%，且纯汽油车销量下滑幅度是大盘两倍。业界人士将市场加速转变归因于油价。即受中东冲突影响，燃油价格大幅飙涨，消费者开始寻求用车成本更低的车型。分地域来看，上半年中国汽油车销量较一年前骤降26%，为全球最大降幅；欧洲紧随其后，销量下滑13%。纯电动车销量方面，欧洲市", "createdAt": "2026-10-06T06:32:22.000Z", "author": "网络", "pv": 64, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18821, "title": "一束光点亮大脑黑箱：光遗传学为何荣获2026年诺贝尔生理学或医学奖？", "shortTitle": "一束光点亮大脑黑箱：光遗传学为何荣获2026年诺贝尔生理学或", "img": "https://cimg.cnyes.cool/prod/news/6622637/l/74e46dcb528fcb6700f2ea617f4daee6.jpg", "description": "诺贝尔生理学或医学奖颁给Karl Deisseroth、Peter Hegemann与Georg Nagel。
光遗传学源于绿藻通道视紫红质，2005年Deisseroth将基因导入哺乳动物神经细胞，能以光脉冲毫秒级控制神经元。
该技术对阿兹海默症、帕金森氏症、忧郁症及视网膜色素变性具临床潜力。", "createdAt": "2026-10-06T06:10:04.000Z", "author": "网络", "pv": 65, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18743, "title": "AI风险听证会登场！美AI四巨头高管怕收到传票而出庭　知名「吹哨者」Coxon亦出席作证", "shortTitle": "AI风险听证会登场！美AI四巨头高管怕收到传票而出庭　知名「", "img": "https://cimg.cnyes.cool/prod/news/6622145/l/617745fcc1cf892cbd12ca775fab359b.jpg", "description": "纽约市议会5日就AI模型风险举行听证会，要求Anthropic、OpenAI、谷歌、Meta高管说明AI威胁。
除Meta外，其他三家是在收到传票威胁后才出庭；SpaceXAI亦遭强制传票。
听证会源于多起模型失控与内部爆料，纽约市拟推AI监管立法，含举报人激励、民众起诉权及第三方审核。", "createdAt": "2026-10-05T23:20:03.000Z", "author": "网络", "pv": 70, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }