天天财经-提供金融入门知识-投资理财技巧-科技

Anthropic认证！中国最强模型智谱GLM-5.3：开源网安能力只差美国先进模型4个月
2026-10-01 网络阅读（63）
Anthropic评估智谱GLM-5.3可自主构建端到端漏洞利用，称整体落后美先进模型约4个月 GLM-5.3在410次尝试完成50次端对端利用，接近Claude Mythos Preview的56次报告警告护栏薄弱；智谱称已设API拦截等三层安全，GLM-5.3发布一月约百家安全企业接入
手机又要变贵了记忆体涨价让华为每支成本平均多200美元
2026-10-01 网络阅读（73）
华为拟跟进调涨智慧手机售价，因每支平均成本增约200美元；余承东称「不得不涨价」，幅度会适度。记忆体短缺与AI建设推升零组件成本，华为上半年净利下滑36%；但低阶机需求受压，华为在中高阶市场更有优势。华为今年手机出货量估增8%，并将扩大中东、欧洲等海外销售，持续以鸿蒙与中芯国际重建手机供应链。
辉达最大威胁不是AMD、博通？
2026-09-30 网络阅读（72）
亚马逊、微软、Meta加速自研AI晶片，恐比AMD、博通更威胁辉达 AWS有Inferentia2、Trainium；微软推Maia 200、规划Maia 300；Meta已开发4款晶片若云端巨头以自研晶片分散采购，辉达定价权与毛利率恐承压
HBM需求成三星救星！晶圆代工亏损估减41.8%、8奈米以下制程拚满载
2026-09-30 网络阅读（64）
三星非记忆体事业亏损估从2025年6.74兆韩元降至2026年3.92兆韩元，年减41.8%。 AI推升HBM4需求，三星以4奈米自制base die，带动HBM产量及8奈米以下制程稼动率满载。三星晶圆代工单季亏损估由逾2兆韩元降至7770亿韩元，Turnkey方案助攻AI加速器合作。
AI交易大退潮！韩股Q3暴跌18.8% 但今年来累涨60%仍胜标普2.3%涨幅
2026-09-30 网络阅读（62）
Kospi Q3跌18.8%，AI交易反转拖累三星电子、SK海力士等记忆体股。全球公债殖利率走高、韩国央行升息，市场忧拖累韩股回报。南韩晶片股仍受AI资本支出支撑，但治理风险与高税制使少数股东疑虑升高。
DeepSeek与华为合作开发晶片程式设计工具以加速摆脱对辉达的依赖
2026-09-30 网络阅读（70）
DeepSeek宣布与华为合作，开发针对升腾(Ascend)晶片优化的程式设计工具，深化中国科技公司替代辉达生态的合作。双方共同推进基于128颗升腾950晶片的「超级节点」方案，并优化运算与通讯效能。 DeepSeek称开源元件与辉达GPU工具「一一对应」，且超过70%算力用于训练。
辉达催单！供应商全加班京东方玻璃基板明后年量产三星、LG等韩厂亦加码相关产线
2026-09-30 网络阅读（90）
辉达要求供应商加快玻璃基板开发，导入时点可能提前至2028年前，面板与封装厂加码相关产线。京东方推首款15:1 TGV玻璃基板，目标2027年上半年拚量产投资决策；2024年中试线已打通制程。三星电机、SKC、LG Innotek及TCL华星等同步布局，但仍受良率、裂纹与客户认证限制。
川普与6大AI巨头签「道德约束」协议、推产业自律！AI正式更名「超级智慧」、「远超工业革命」
2026-09-30 网络阅读（71）
川普与6家AI巨头签署《白宫超级智慧协议》，政府改采企业自律治理AI。协议要求内控、独立审查与董事会监督，川普称3至4天内任命新AI事务主管。资料中心扩张引发用电、土地与水资源争议，AI安全疑虑与产业分歧仍未消失。
HBM4明年恐涨价121% AI伺服器需求推升供应紧张
2026-09-30 网络阅读（65）
TrendForce：AI伺服器需求扩张，HBM供应紧张恐延续至2027年明年HBM混合平均售价估年增121%，HBM4占比提高、HBM4e放量推升价格 GPU/ASIC业者评估改采8-Hi HBM降成本；但2027年每Gb仍较12-Hi高10%至20%
Muse剑指苹果生态系 AI代理人恐分走App Store与服务收入
2026-09-30 网络阅读（69）
AI代理人Muse爆红，前两周下载250万次，约10天登App Store免费榜首，后12天美加下载约280万次。 Muse可代用户购物、订票、填表与付款，并已整合Shopify、Expedia、PayPal，亚马逊则要求移除。美银称其恐削弱苹果App Store、Apple Pay等入口价值。

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"description": "Anthropic评估智谱GLM-5.3可自主构建端到端漏洞利用，称整体落后美先进模型约4个月
GLM-5.3在410次尝试完成50次端对端利用，接近Claude Mythos Preview的56次
报告警告护栏薄弱；智谱称已设API拦截等三层安全，GLM-5.3发布一月约百家安全企业接入", "createdAt": "2026-10-01T06:30:06.000Z", "author": "网络", "pv": 63, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18083, "title": "手机又要变贵了记忆体涨价让华为每支成本平均多200美元", "shortTitle": "手机又要变贵了记忆体涨价让华为每支成本平均多200美元", "img": "https://cimg.cnyes.cool/prod/news/6619428/l/48d83da663b14c8777c683f7ca59aa6e.jpg", "description": "华为拟跟进调涨智慧手机售价，因每支平均成本增约200美元；余承东称「不得不涨价」，幅度会适度。
记忆体短缺与AI建设推升零组件成本，华为上半年净利下滑36%；但低阶机需求受压，华为在中高阶市场更有优势。
华为今年手机出货量估增8%，并将扩大中东、欧洲等海外销售，持续以鸿蒙与中芯国际重建手机供应链。", "createdAt": "2026-10-01T03:41:31.000Z", "author": "网络", "pv": 73, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17968, "title": "辉达最大威胁不是AMD、博通？", "shortTitle": "辉达最大威胁不是AMD、博通？", "img": "https://cimg.cnyes.cool/prod/news/6617931/l/4ac3558dd925f44f1a6c24a60caa8ff6.jpg", "description": "亚马逊、微软、Meta加速自研AI晶片，恐比AMD、博通更威胁辉达
AWS有Inferentia2、Trainium；微软推Maia 200、规划Maia 300；Meta已开发4款晶片
若云端巨头以自研晶片分散采购，辉达定价权与毛利率恐承压", "createdAt": "2026-09-30T10:31:56.000Z", "author": "网络", "pv": 72, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17947, "title": "HBM需求成三星救星！晶圆代工亏损估减41.8%、8奈米以下制程拚满载", "shortTitle": "HBM需求成三星救星！晶圆代工亏损估减41.8%、8奈米以下", "img": "https://cimg.cnyes.cool/prod/news/6618494/l/fa465e330179fa9906b0694373bd3b5d.jpg", "description": "三星非记忆体事业亏损估从2025年6.74兆韩元降至2026年3.92兆韩元，年减41.8%。
AI推升HBM4需求，三星以4奈米自制base die，带动HBM产量及8奈米以下制程稼动率满载。
三星晶圆代工单季亏损估由逾2兆韩元降至7770亿韩元，Turnkey方案助攻AI加速器合作。", "createdAt": "2026-09-30T09:20:03.000Z", "author": "网络", "pv": 64, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17927, "title": "AI交易大退潮！韩股Q3暴跌18.8% 但今年来累涨60%仍胜标普2.3%涨幅", "shortTitle": "AI交易大退潮！韩股Q3暴跌18.8% 但今年来累涨60%", "img": "https://cimg.cnyes.cool/prod/news/6618612/l/37eea972a531f2864baa7b33ca07efe3.jpg", "description": "Kospi Q3跌18.8%，AI交易反转拖累三星电子、SK海力士等记忆体股。
全球公债殖利率走高、韩国央行升息，市场忧拖累韩股回报。
南韩晶片股仍受AI资本支出支撑，但治理风险与高税制使少数股东疑虑升高。", "createdAt": "2026-09-30T08:20:03.000Z", "author": "网络", "pv": 62, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17910, "title": "DeepSeek与华为合作开发晶片程式设计工具以加速摆脱对辉达的依赖", "shortTitle": "DeepSeek与华为合作开发晶片程式设计工具以加速摆脱对", "img": "https://cimg.cnyes.cool/prod/news/6618581/l/1305c72e2c1460fabac1380d32b8cfed.jpg", "description": "DeepSeek宣布与华为合作，开发针对升腾(Ascend)晶片优化的程式设计工具，深化中国科技公司替代辉达生态的合作。
双方共同推进基于128颗升腾950晶片的「超级节点」方案，并优化运算与通讯效能。
DeepSeek称开源元件与辉达GPU工具「一一对应」，且超过70%算力用于训练。", "createdAt": "2026-09-30T06:30:02.000Z", "author": "网络", "pv": 70, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17866, "title": "辉达催单！供应商全加班京东方玻璃基板明后年量产三星、LG等韩厂亦加码相关产线", "shortTitle": "辉达催单！供应商全加班京东方玻璃基板明后年量产三星、", "img": "https://cimg.cnyes.cool/prod/news/6618414/l/b5ff5f9132b3e309e49f4f1a05978c88.jpg", "description": "辉达要求供应商加快玻璃基板开发，导入时点可能提前至2028年前，面板与封装厂加码相关产线。
京东方推首款15:1 TGV玻璃基板，目标2027年上半年拚量产投资决策；2024年中试线已打通制程。
三星电机、SKC、LG Innotek及TCL华星等同步布局，但仍受良率、裂纹与客户认证限制。", "createdAt": "2026-09-30T02:20:02.000Z", "author": "网络", "pv": 90, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17867, "title": "川普与6大AI巨头签「道德约束」协议、推产业自律！AI正式更名「超级智慧」、「远超工业革命」", "shortTitle": "川普与6大AI巨头签「道德约束」协议、推产业自律！AI正式更", "img": "https://cimg.cnyes.cool/prod/news/6618307/l/69a26e94cdeffd86e1d5bf116d3feeb7.jpg", "description": "川普与6家AI巨头签署《白宫超级智慧协议》，政府改采企业自律治理AI。
协议要求内控、独立审查与董事会监督，川普称3至4天内任命新AI事务主管。
资料中心扩张引发用电、土地与水资源争议，AI安全疑虑与产业分歧仍未消失。", "createdAt": "2026-09-30T02:10:04.000Z", "author": "网络", "pv": 71, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17868, "title": "HBM4明年恐涨价121% AI伺服器需求推升供应紧张", "shortTitle": "HBM4明年恐涨价121% AI伺服器需求推升供应紧张", "img": "https://cimg.cnyes.cool/prod/news/6618400/l/8a3d80b2d690c60589c85171f6bba568.jpg", "description": "TrendForce：AI伺服器需求扩张，HBM供应紧张恐延续至2027年
明年HBM混合平均售价估年增121%，HBM4占比提高、HBM4e放量推升价格
GPU/ASIC业者评估改采8-Hi HBM降成本；但2027年每Gb仍较12-Hi高10%至20%", "createdAt": "2026-09-30T02:00:06.000Z", "author": "网络", "pv": 65, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17847, "title": "Muse剑指苹果生态系 AI代理人恐分走App Store与服务收入", "shortTitle": "Muse剑指苹果生态系 AI代理人恐分走App Store与", "img": "https://cimg.cnyes.cool/prod/news/6618372/l/94b4b683dbe652925e368e29e5b733dc.jpg", "description": "AI代理人Muse爆红，前两周下载250万次，约10天登App Store免费榜首，后12天美加下载约280万次。
Muse可代用户购物、订票、填表与付款，并已整合Shopify、Expedia、PayPal，亚马逊则要求移除。
美银称其恐削弱苹果App Store、Apple Pay等入口价值。", "createdAt": "2026-09-30T00:57:20.000Z", "author": "网络", "pv": 69, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }