天天财经-提供金融入门知识-投资理财技巧-科技

MLCC高端产品严重缺货！中国深圳华强北商家直呼「爆单」　现货价格波动大
2026-09-23 网络阅读（123）
海外MLCC龙头村田、太阳诱电、三星马达相继调涨报价，AI伺服器高容量MLCC涨幅15%-35%。华强北现货市场供货紧缺、商家称爆单拿不到货，高阶与AI类MLCC价格波动更剧烈。业界估AI类MLCC将因产能扩张慢而长期缺货涨价，消费类价格则视原厂扩产而定。
为何欧洲市值「一哥」艾司摩尔在当地销售竟挂零？副总裁这样说
2026-09-23 网络阅读（97）
ASML高层称欧洲因缺乏投资、没有新晶片工厂在建，整机设备在本土市场几乎零销售今年上半年ASML最大市场为南韩，其次台湾与中国大陆，AI算力扩张带动需求集中亚洲与北美欧盟晶片法案已上路但成效未显，审计机构指2030年全球市占翻倍目标很可能无法实现
呼吁放缓后首发新模型！Anthropic推出Opus 5.5：性能与Fable 5.1相当比Opus 5便宜40%
2026-09-23 网络阅读（83）
Anthropic周二(22日)推出全新高阶模型Claude Opus 5.5，为Claude 5.5系列首款模型，也是执行长Dario Amodei公开呼吁行业放缓AI研发后首度发布新模型。这家AI新创公司表示，Opus 5.5多数任务综合表现与Claude Fable 5.1相当，但使用成本较上代Opus 5降低40%，定价改为每百万输入token收4美元、每百万输出token收20美元。Opus 5.0原为输入5美元、输出25美元。 token为大模型计量单位，降价有助企业在程式设计、知
Meta测试Muse真人礼宾功能！AI通话交给承包商引爆隐私疑虑
2026-09-23 网络阅读（72）
Meta测试「真人礼宾服务」,让人类承包商代替Muse拨打部分电话部分员工忧使用者不知情下向外部承包商透露敏感资讯,引发隐私疑虑 Meta称反应极为正面,将搜集意见并在完善安全与资讯揭露后才上线
今后AI在美国改叫「超级智慧」！川普：将鼓励发展而非限制
2026-09-23 网络阅读（81）
川普在联合国大会称，美国政府文件今后改用「超级智慧」取代「人工智慧」他重申AI警告是骗局，反对任何试图控制超级智慧的全球性图谋周一又称司法部必要时将介入约束AI风险，但不阻碍产业发展
当算力瓶颈变成电力瓶颈！大摩点名缺电这些「缺电概念股」迎暴增商机
2026-09-23 网络阅读（77）
摩根士丹利估美国至2028年电力短缺达33GW，约晶片需求34% Byrd看好有电外壳供应商，推荐CIFR、HUT、RIOT、GLXY、WULF，估6个月内各签1笔大型租赁表后BTM发电需求将大增，推荐BE、GEV、CMI；SpaceX收购APR Energy切入燃气涡轮机
不想再为Token付费？苹果推新Mac正面挑战微软、辉达
2026-09-22 网络阅读（67）
苹果新款Mac mini、Mac Studio开卖，主打企业可在本地执行AI，避免持续支付OpenAI、Anthropic等云端Token费用苹果以统一记忆体架构与RDMA over Thunderbolt强化Mac AI能力，4台Mac Studio可串联执行1兆参数模型
特斯拉新款Roadster重新开放预订订金高达5万美元
2026-09-22 网络阅读（63）
特斯拉将于10月1日发表新款Roadster，官网重开预订。特斯拉未公布售价，业界估计逾25万美元。特斯拉称仍在确定配置、功能和硬体，最终价格将依客户选定配置决定。
Muse成新宠！华尔街看好成Meta新收入来源 57家券商喊买开盘涨近2%
2026-09-22 网络阅读（72）
外媒最新报导指出，华尔街对Meta持乐观态度，押注该公司9月8日推出的新AI代理Muse有望成为新的收入来源，转变为公司AI变现前景。Muse能寄email、订行程及完成交易，基础版免费，高强度使用订阅费为每月20美元及100美元。自Muse发布以来，Meta股价上涨超过20%，涨幅胜过美股七巨头，市值增加超2000亿美元，创7个多月新高。摩根大通指出，Muse有潜力成为自ChatGPT以来最广泛使用的消费级AI应用。根据Apptopia数据，在发布后前12天，Muse达180万下载，Cha
DeepSeek赴联合国安理会谈AI风险！OpenAI、Anthropic罕见同场
2026-09-22 网络阅读（75）
DeepSeek本周将与OpenAI等业者向联合国安理会说明AI风险，聚焦AI与国际安全安理会15国将于周三开会，OpenAI执行长阿特曼预计出席，Anthropic与中国AI企业也获邀联合国秘书长古特瑞斯警告AI风险；美中高阶官员同意续谈AI安全

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华强北现货市场供货紧缺、商家称爆单拿不到货，高阶与AI类MLCC价格波动更剧烈。
业界估AI类MLCC将因产能扩张慢而长期缺货涨价，消费类价格则视原厂扩产而定。", "createdAt": "2026-09-23T02:25:48.000Z", "author": "网络", "pv": 123, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17032, "title": "为何欧洲市值「一哥」艾司摩尔在当地销售竟挂零？副总裁这样说", "shortTitle": "为何欧洲市值「一哥」艾司摩尔在当地销售竟挂零？副总裁这样说", "img": "https://cimg.cnyes.cool/prod/news/6613453/l/454f90cd8af2961e72a6c0fcd12707ef.jpg", "description": "ASML高层称欧洲因缺乏投资、没有新晶片工厂在建，整机设备在本土市场几乎零销售
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部分员工忧使用者不知情下向外部承包商透露敏感资讯,引发隐私疑虑
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Byrd看好有电外壳供应商，推荐CIFR、HUT、RIOT、GLXY、WULF，估6个月内各签1笔大型租赁
表后BTM发电需求将大增，推荐BE、GEV、CMI；SpaceX收购APR Energy切入燃气涡轮机", "createdAt": "2026-09-22T16:00:07.000Z", "author": "网络", "pv": 77, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17011, "title": "不想再为Token付费？苹果推新Mac正面挑战微软、辉达", "shortTitle": "不想再为Token付费？苹果推新Mac正面挑战微软、辉达", "img": "https://cimg.cnyes.cool/prod/news/6613392/l/528253ba8c5a3286045b4a6ca6a27e0c.jpg", "description": "苹果新款Mac mini、Mac Studio开卖，主打企业可在本地执行AI，避免持续支付OpenAI、Anthropic等云端Token费用
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特斯拉未公布售价，业界估计逾25万美元。
特斯拉称仍在确定配置、功能和硬体，最终价格将依客户选定配置决定。", "createdAt": "2026-09-22T14:26:56.000Z", "author": "网络", "pv": 63, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 16993, "title": "Muse成新宠！华尔街看好成Meta新收入来源 57家券商喊买开盘涨近2%", "shortTitle": "Muse成新宠！华尔街看好成Meta新收入来源 57家券商喊", "img": "https://cimg.cnyes.cool/prod/news/6613388/l/93cc7f35f178cfb9f0a497c8c95b659b.jpg", "description": "外媒最新报导指出，华尔街对Meta持乐观态度，押注该公司9月8日推出的新AI代理Muse有望成为新的收入来源，转变为公司AI变现前景。Muse能寄email、订行程及完成交易，基础版免费，高强度使用订阅费为每月20美元及100美元。自Muse发布以来，Meta股价上涨超过20%，涨幅胜过美股七巨头，市值增加超2000亿美元，创7个多月新高。摩根大通指出，Muse有潜力成为自ChatGPT以来最广泛使用的消费级AI应用。根据Apptopia数据，在发布后前12天，Muse达180万下载，Cha", "createdAt": "2026-09-22T13:37:53.000Z", "author": "网络", "pv": 72, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 16994, "title": "DeepSeek赴联合国安理会谈AI风险！OpenAI、Anthropic罕见同场", "shortTitle": "DeepSeek赴联合国安理会谈AI风险！OpenAI、An", "img": "https://cimg.cnyes.cool/prod/news/6613316/l/030121f88e4286d225a8ba391c7cfcd5.jpg", "description": "DeepSeek本周将与OpenAI等业者向联合国安理会说明AI风险，聚焦AI与国际安全
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