天天财经-提供金融入门知识-投资理财技巧-科技

欧洲光通讯大展开幕！Lumentum携手高通康宁秀D2D互连瞄准AI横向扩展架构开盘涨超3％
2026-09-21 网络阅读（59）
Lumentum将与高通、康宁在ECOC联合演示面向AI横向扩展架构的高密度D2D光连演示整合高通D2D介面IP子系统、Lumentum基于VCSEL的光互连平台与康宁多模光纤连接，支援UCIe等新兴D2D介面康宁、Lumentum、高通股价分别涨3%、2.4%、1.3%，显示市场看好光连接应用
研调：全球蜂巢式IOT模组Q2出货量年增11% 中国、印度新增出货量约75%
2026-09-21 网络阅读（57）
Q2全球蜂巢式IOT模组出货量年增11%，主因4G Cat 1 bis需求增加与价格下降。 4G Cat 1 bis首度占全球出货量逾一半，印度超过80%；智慧电表与POS仍为主要应用。 Quectel全球市占升至41%；China Mobile中国市占18%，Eigencomm晶片出货年增20%。
不拼单晶片拼系统！WSJ：华为要当「中国的辉达」　晶片＋灵衢＋NPO＋记忆体打包出击
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《华尔街日报》上周五(18日)报导指出，华为正加快打造辉达AI运算系统的替代方案，目标不只是单颗更强晶片，而是把升腾晶片、灵衢互联、NPO近封装光学、存储与软体整合成「系统战」，成为「中国的辉达」。华为在上周四(17日)的上海全联接大会上，华为公布更激进路线：升腾960DT计划2027年第一季就绪、较原规划提前三季，面向推理的960PR提前一季于明年第三季推出；2028、2029年再按「一年一代」推出970、980。由于先进制程受限，华为一方面用晶片设计、堆叠提效率，另一方面用大规模互联补单
「哑巴AI」Jev上线3天卷疯矽谷！70毫秒做出决策 14万开发者抢测
2026-09-21 网络阅读（63）
一款不会写文章、也无法陪聊的「哑巴AI」，近日迅速席卷矽谷。 Jev发布仅3天，便获Vercel、Cloudflare及LangChain等主流平台整合；内测开放不到36小时，更吸引多达14万名开发者涌入。与ChatGPT等生成式AI不同，Jev不输出文字，而是以最快70毫秒的速度，直接给出附带机率的判断。 Jev由ChatGPT核心发明者之一、InstructGPT论文第四作者Diogo Almeida创立的TypeSafe AI推出。Almeida认为，AI产业过去将「会说话」视为智慧，却忽
中国三大面板厂联手涨价！专家：LCD定价权正式易主
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中国京东方、TCL华星光电、HKC通知客户调涨LCD面板价格，京东方Q4实施新价韩厂三星、LG正值黑五与耶诞备货期，难靠减少采购抵御面板成本冲击 Omdia：中国厂在65吋、75吋、85吋市占70%至85%，主导大尺寸电视面板市场
首超GPU！小摩：2027年ASIC/XPU占比54% 今年客制化AI ASIC规模约600-700亿美元
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小摩估AI加速器出货结构2027年拐点，ASIC/XPU占比升至54%，首次超过通用GPU。今年客制化AI ASIC市场约600亿至700亿美元，未来数年年复合成长率逾40%至50%。博通与迈威尔合计占约90%；博通与谷歌5年协议涵盖2026至2031年，市场看2奈米、CoWoS、HBM配货。
「补丁海啸」来袭！花旗执行长：AI风险上升企业加速进入防御竞赛
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AI模型能力增强，企业加速补丁修复与防御体系建置，应对网路攻击风险 Anthropic今年稍早推出Mythos模型引发新一代AI网路风险关注，美财长贝森特曾与鲍尔召集华尔街高管讨论 Fraser称AI瓶颈已从晶片转向能源供应，全球能源需求正大幅增加
马斯克准备在美国德州盖「超级高铁」时速321公里
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马斯克称无聊公司拟在德州开发奥斯汀、圣安东尼奥城际隧道。计划称可将两城2.5小时车程缩至30分钟以下，移动速度超过200公里/小时。惟芝加哥、洛杉矶、纽约隧道案先前未落实，项目最终能否落实仍是未知。
IBS最新预测：Token日耗数千兆、DRAM冲破上兆美元半导体陷制程「先进缺、成熟剩」的超级短缺
2026-09-21 网络阅读（76）
国际商业战略公司(IBS)最新预测，全球半导体市场规模将由2020年4467亿美元，升至2026年约1.586兆美元、2030年2.585兆美元、2035年4.678兆美元。IBS指出，原估2030年才达1兆美元的目标被AI提前约四年实现。研调机构顾能(Gartner)亦给出相近总量，预估今年全球半导体收入1.6兆美元，较去年8090亿美元增92%，其中记忆体收入约8370亿美元、占比升至54%，2027年记忆体有望破1兆美元。需求端核心变量是推理token。根据IBS估算，中美每日AI t
再轰AI末日论！黄仁勋：毫无科学依据吓人不负责任 2030年世界末日机率为0%
2026-09-21 网络阅读（76）
黄仁勋受访驳斥AI末日说，称2030年前毁灭世界机率为0%，认为预测无科学依据。他回应Anthropic前研究员批评，指Anthropic、OpenAI争相开发超级智能不负责任说法被过度渲染。黄仁勋称美现有产品责任法与网路安全法足够，反对额外监管AI，并主张美晶片公司应全球竞争、不要禁售中国。

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"description": "Lumentum将与高通、康宁在ECOC联合演示面向AI横向扩展架构的高密度D2D光连
演示整合高通D2D介面IP子系统、Lumentum基于VCSEL的光互连平台与康宁多模光纤连接，支援UCIe等新兴D2D介面
康宁、Lumentum、高通股价分别涨3%、2.4%、1.3%，显示市场看好光连接应用", "createdAt": "2026-09-21T13:37:45.000Z", "author": "网络", "pv": 59, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 16777, "title": "研调：全球蜂巢式IOT模组Q2出货量年增11% 中国、印度新增出货量约75%", "shortTitle": "研调：全球蜂巢式IOT模组Q2出货量年增11% 中国、印度新", "img": "https://cimg.cnyes.cool/prod/news/6612042/l/508e8fd11d74b6e6b6f2a019d67ef12c.jpg", "description": "Q2全球蜂巢式IOT模组出货量年增11%，主因4G Cat 1 bis需求增加与价格下降。
4G Cat 1 bis首度占全球出货量逾一半，印度超过80%；智慧电表与POS仍为主要应用。
Quectel全球市占升至41%；China Mobile中国市占18%，Eigencomm晶片出货年增20%。", "createdAt": "2026-09-21T08:57:28.000Z", "author": "网络", "pv": 57, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 16748, "title": "不拼单晶片拼系统！WSJ：华为要当「中国的辉达」　晶片＋灵衢＋NPO＋记忆体打包出击", "shortTitle": "不拼单晶片拼系统！WSJ：华为要当「中国的辉达」　晶片＋灵衢", "img": "https://cimg.cnyes.cool/prod/news/6611742/l/78e104e558d7d22a9a9a0db7e72541f4.jpg", "description": "《华尔街日报》上周五(18日)报导指出，华为正加快打造辉达AI运算系统的替代方案，目标不只是单颗更强晶片，而是把升腾晶片、灵衢互联、NPO近封装光学、存储与软体整合成「系统战」，成为「中国的辉达」。华为在上周四(17日)的上海全联接大会上，华为公布更激进路线：升腾960DT计划2027年第一季就绪、较原规划提前三季，面向推理的960PR提前一季于明年第三季推出；2028、2029年再按「一年一代」推出970、980。由于先进制程受限，华为一方面用晶片设计、堆叠提效率，另一方面用大规模互联补单", "createdAt": "2026-09-21T06:10:05.000Z", "author": "网络", "pv": 72, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 16749, "title": "「哑巴AI」Jev上线3天卷疯矽谷！70毫秒做出决策 14万开发者抢测", "shortTitle": "「哑巴AI」Jev上线3天卷疯矽谷！70毫秒做出决策 14万", "img": "https://cimg.cnyes.cool/prod/news/6611544/l/004eb1c58cddf243b84817a60ce28e24.jpg", "description": "一款不会写文章、也无法陪聊的「哑巴AI」，近日迅速席卷矽谷。 Jev发布仅3天，便获Vercel、Cloudflare及LangChain等主流平台整合；内测开放不到36小时，更吸引多达14万名开发者涌入。与ChatGPT等生成式AI不同，Jev不输出文字，而是以最快70毫秒的速度，直接给出附带机率的判断。 Jev由ChatGPT核心发明者之一、InstructGPT论文第四作者Diogo Almeida创立的TypeSafe AI推出。Almeida认为，AI产业过去将「会说话」视为智慧，却忽", "createdAt": "2026-09-21T05:30:11.000Z", "author": "网络", "pv": 63, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 16736, "title": "中国三大面板厂联手涨价！专家：LCD定价权正式易主", "shortTitle": "中国三大面板厂联手涨价！专家：LCD定价权正式易主", "img": "https://cimg.cnyes.cool/prod/news/6611836/l/ef20e229cf25c9978e597beb65a3357c.jpg", "description": "中国京东方、TCL华星光电、HKC通知客户调涨LCD面板价格，京东方Q4实施新价
韩厂三星、LG正值黑五与耶诞备货期，难靠减少采购抵御面板成本冲击
Omdia：中国厂在65吋、75吋、85吋市占70%至85%，主导大尺寸电视面板市场", "createdAt": "2026-09-21T04:30:53.000Z", "author": "网络", "pv": 77, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 16730, "title": "首超GPU！小摩：2027年ASIC/XPU占比54% 今年客制化AI ASIC规模约600-700亿美元", "shortTitle": "首超GPU！小摩：2027年ASIC/XPU占比54% 今年", "img": "https://cimg.cnyes.cool/prod/news/6611724/l/45ac42c279bd6132aa0c09362e952c50.jpg", "description": "小摩估AI加速器出货结构2027年拐点，ASIC/XPU占比升至54%，首次超过通用GPU。
今年客制化AI ASIC市场约600亿至700亿美元，未来数年年复合成长率逾40%至50%。
博通与迈威尔合计占约90%；博通与谷歌5年协议涵盖2026至2031年，市场看2奈米、CoWoS、HBM配货。", "createdAt": "2026-09-21T03:40:04.000Z", "author": "网络", "pv": 98, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 16704, "title": "「补丁海啸」来袭！花旗执行长：AI风险上升企业加速进入防御竞赛", "shortTitle": "「补丁海啸」来袭！花旗执行长：AI风险上升企业加速进入防", "img": "https://cimg.cnyes.cool/prod/news/6611502/l/71048d2026432fa6844ceac0308e4ff3.jpg", "description": "AI模型能力增强，企业加速补丁修复与防御体系建置，应对网路攻击风险
Anthropic今年稍早推出Mythos模型引发新一代AI网路风险关注，美财长贝森特曾与鲍尔召集华尔街高管讨论
Fraser称AI瓶颈已从晶片转向能源供应，全球能源需求正大幅增加", "createdAt": "2026-09-21T01:50:05.000Z", "author": "网络", "pv": 75, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 16705, "title": "马斯克准备在美国德州盖「超级高铁」时速321公里", "shortTitle": "马斯克准备在美国德州盖「超级高铁」时速321公里", "img": "https://cimg.cnyes.cool/prod/news/6611675/l/0529b5f15de4df0d92d7b6561f4b7878.jpg", "description": "马斯克称无聊公司拟在德州开发奥斯汀、圣安东尼奥城际隧道。
计划称可将两城2.5小时车程缩至30分钟以下，移动速度超过200公里/小时。
惟芝加哥、洛杉矶、纽约隧道案先前未落实，项目最终能否落实仍是未知。", "createdAt": "2026-09-21T01:46:18.000Z", "author": "网络", "pv": 62, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 16696, "title": "IBS最新预测：Token日耗数千兆、DRAM冲破上兆美元半导体陷制程「先进缺、成熟剩」的超级短缺", "shortTitle": "IBS最新预测：Token日耗数千兆、DRAM冲破上兆美元 ", "img": "https://cimg.cnyes.cool/prod/news/6611447/l/aff3e0313a6db6377679cf78bf149787.jpg", "description": "国际商业战略公司(IBS)最新预测，全球半导体市场规模将由2020年4467亿美元，升至2026年约1.586兆美元、2030年2.585兆美元、2035年4.678兆美元。IBS指出，原估2030年才达1兆美元的目标被AI提前约四年实现。研调机构顾能(Gartner)亦给出相近总量，预估今年全球半导体收入1.6兆美元，较去年8090亿美元增92%，其中记忆体收入约8370亿美元、占比升至54%，2027年记忆体有望破1兆美元。需求端核心变量是推理token。根据IBS估算，中美每日AI t", "createdAt": "2026-09-21T00:40:05.000Z", "author": "网络", "pv": 76, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 16686, "title": "再轰AI末日论！黄仁勋：毫无科学依据吓人不负责任 2030年世界末日机率为0%", "shortTitle": "再轰AI末日论！黄仁勋：毫无科学依据吓人不负责任 203", "img": "https://cimg.cnyes.cool/prod/news/6611539/l/d44aec55bc6ce6207f998f4f92c27355.jpg", "description": "黄仁勋受访驳斥AI末日说，称2030年前毁灭世界机率为0%，认为预测无科学依据。
他回应Anthropic前研究员批评，指Anthropic、OpenAI争相开发超级智能不负责任说法被过度渲染。
黄仁勋称美现有产品责任法与网路安全法足够，反对额外监管AI，并主张美晶片公司应全球竞争、不要禁售中国。", "createdAt": "2026-09-21T00:00:25.000Z", "author": "网络", "pv": 76, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }