天天财经-提供金融入门知识-投资理财技巧-科技

iPhone发表会后苹果股价怎么走？美银揭历史表现、今年三大观察重点
2026-09-09 网络阅读（18）
美国银行分析师 Wamsi Mohan 的最新研究显示，苹果股价过往常在新品亮相后出现温和的「利多出尽」卖压，随后于 30 至 60 天内回升。
ASML携手晶圆巨头研发新一代大光罩技术突破High-NA EUV晶片面积限制
2026-09-08 网络阅读（19）
荷兰半导体设备巨头艾司摩尔(ASML)宣布，计划与英特尔(INTC-US)、台积电(2330-TW)(TSM-US)、
三星、台积电、英特尔齐点头：艾司摩尔High NA EUV拿下顶级订单承诺
2026-09-08 网络阅读（25）
三星电子周二(8日)宣布，已加入由荷兰半导体设备商艾司摩尔(ASML)牵头的联盟，共同开发下一代半导体制造技术，重点推动12吋光罩技术，取代沿用数十年的6吋格式。三星表示，双方将基于多年合作基础携手推进先进技术研发，满足先进制程对性能与效率的要求。执行长全永铉指出，AI时代正重塑半导体产业，深化与艾司摩尔是为下一代AI创新奠定基础。此外，三星打算在2028年前首次将艾司摩尔高数值孔径(High NA)极紫外(EUV)光刻技术用于DRAM量产。该技术可通过更高解析度推动制程微缩，实现制程简化与
罕见！苹果放弃压价改签NAND长约　专家：AI挤压产能令记忆体议价权易主
2026-09-08 网络阅读（24）
当全球议价能力最强的消费电子买家开始放弃压价、转而签下「可能不设价格上限」的长期合约，记忆体晶片市场的定价权正发生根本性转移。南韩《经济论坛报》周二(8日)报导，苹果已与日本铠侠协商NAND快闪记忆体长期供应协议(LTA)，采购逻辑由传统的「压价＋多源」转向「锁量＋长约」，该长约期限3至5年，且可能不设固定价格上限。苹果历来凭借庞大采购规模在谈判中占尽优势，但此一采购策略180度转向堪称罕见，背景是资料中心客户愿签LTA且支付高溢价。对苹果而言，锁量正变得与压价同等重要。铠侠与SK海力士据
AI热潮驱动资料中心投资马来西亚单月狂涌39亿美元外资
2026-09-08 网络阅读（22）
数据显示，2026年8月外国投资者向马来西亚政府及公司债券投入共计39亿美元，创下大马自2016年有数据纪录以来的最大单月净流入。
折叠机「三国杀」大战引爆苹果史上最贵 iPhone Ultra 迎战华为、小米
2026-09-08 网络阅读（27）
这个九月，全球智慧型手机市场迎来一场空前激烈的折叠机「三国杀」大战。
亚股有望连四红！伯恩斯坦示警：美债殖利率上升对亚股构成巨大风险
2026-09-08 网络阅读（31）
亚股今(8)日走高，晶片股为主要领涨族群，有望连4日收涨，MSCI亚太指数一度上涨0.6%，SK海力士、三星与台积电为主要拉动力量，南韩综合股指涨逾2%，新加坡、印度及澳洲股市则下跌，日元兑美元汇率大幅走则强压抑日本东证指数。不过，伯恩斯坦(Bernstein)出具最新研报示警，美债殖利率上行对亚股的威胁，恐比当前本益比所反映的更严峻。随着美国10年期公债殖利率逼近5%，投资人恐低估了估值进一步收缩的风险。报告指出，自2022年以来，美债名目与实质殖，率走高已显著压制亚股估值，在历史上殖利率
华为发表Mate XT 2三折叠机黄牛代抢要买家先交手机号码
2026-09-08 网络阅读（34）
中国华为7日（周一）在广州发表Mate XT 2三折叠手机，售价人民币（下同）19,999元起，9月12日10点08分正式开售。
喊进4光通讯大厂！高盛大幅上修光模组预测：2028年市场规模上看1485亿美元
2026-09-08 网络阅读（31）
高盛最新全球光模组报告大幅上调2026至2028年市场规模，预计分别达约677亿、1314亿和1485亿美元，较此前预测上调33%、81%和115%，出货量分别达5.48亿、6.91亿和7.29亿只，较此前预测分别上调21%、31%和31%。高盛指出，这轮上修并非只靠AI伺服器数量增长，更关键的是架构持续向高速网路迁移，加上单颗GPU或ASIC所需光模组数量增加，推动800G、1.6T乃至3.2T快速放量。高盛预估，800G及以上光模组的2026至2028年出货量分别达7822万、1.44亿
OpenAI Astra为何重燃记忆体晶片交易？三星、SK海力士、铠侠连两日上涨
2026-09-08 网络阅读（21）
OpenAI推出ChatGPT-6 Astra后再度点燃AI投资热潮，美国半导体股率先走强，三星电子、SK海力士与铠侠连两日上涨，市场看好HBM、DRAM需求及AI资本支出持续成长。

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