天天财经-提供金融入门知识-投资理财技巧-科技

：AI「记忆体荒」比你想的更久！高盛坚守韩股12000点目标
2026-09-08 网络阅读（25）
当市场为AI资本支出可持续性焦虑之际，华尔街最激进的多头选择加码，高盛亚太区首席股票策略师Timothy Moe上周再度确认其对南韩综合股指(KOSPI)12000点的目标，较当前水位隐含约80%涨幅。 Moe表示，市场系统性低估了AI驱动的记忆体芯片需求周期的持续时间，并将美国大型科技公司2027年资本支出预测从8000亿美元大幅上调至1.2兆美元，认为资料中心扩张引发的「记忆体荒」将在2027年进一步加剧。 KOSPI自今年6月创下历史新高后已累计下跌27%，市场忧心大型科技公司的AI支出热
短缺恶化！韩券商：三星、SK海力士记忆体库存量不足10天
2026-09-08 网络阅读（29）
记忆体短缺恶化韩两大厂库存不到10天南韩券商KB Securities周一(7日)出具最新研究报告警告，记忆体半导体短缺状况似乎还在恶化：三星电子与SK海力士的记忆体库存已降至不足10天的供应量，明年可用供给将明显不足。报告指出，随着AI基础设施投资以空前速度扩张，记忆体晶片市场面临严重供给短缺，而加剧短缺的关键因素，在于向下一代高频宽记忆体HBM4过渡。HBM4所需晶圆约为传统DRAM的三倍，在晶圆产能有限下，HBM4全面量产势必排挤传统DRAM产能。该券商预估，2027年DRAM与N
拚一年从零到造出原型机？韩媒：三星进入人形机器人领域明年1月CES首秀
2026-09-08 网络阅读（26）
外媒最新报导指出，三星电子正加快人形机器人原型机开发，目标是在明年1月于美国拉斯维加斯举行的消费电子展(CES 2027)上，首次公开自主研发的人形机器人。《首尔经济日报(SED)》报导，业内人士透露，在三星电子DX部门负责人Roh Tae-moon直属管辖下，三星机器人RX部门正主导筹备将于CES 2027登场的样机。业内高层人士说：「随着AI技术的持续演进，人形机器人的商业化落地时间有望大幅提前，三星正因此全面加速开发。」据悉，三星DX 部门技术长兼总裁Janghyun Yoon正同时
研调：第二季DRAM产业营收季增59.5% 供应扩张持续落后需求成长
2026-09-07 网络阅读（29）
研究机构TrendForce最新发布的记忆体产业报告显示，受惠于传统DRAM合约价格强势上涨，2026年第二季全球DRAM产业总营收，较上一季飙升59.5%
华为睽违六年再次推出高性能晶片麒麟9050 Pro
2026-09-07 网络阅读（35）
华为7日（周一）在广州发表Mate XT 2三折叠机，搭载最新麒麟9050 Pro晶片，这是首款采用逻辑折叠技术的高性能晶片。
利润增速远超营收！A股封测三强半年报出炉：AI点燃先进封装长期成长引擎
2026-09-07 网络阅读（29）
在摩尔定律趋近物理极限、加上中国国内先进晶圆制程外部受限的背景下，封装已从传统后道「保护＋引脚引出」的配套工序，升级为「靠异质集成、芯粒(Chiplet)拼接延续晶片性能爬坡」的核心路径。《中国经营报》报导，中国国内两大半导体封测厂长电科技、通富微电，以及中国大陆唯一实现2.5D异质集成大规模量产的盛合晶微，日前相继发布今年上半年业绩，整体受惠AI算力与记忆体市场景气上行，业绩增长，却呈现不同的结构性特征。财报显示，长电科技上半年营收195.27亿元(人民币，下同)，年增4.96%；归母净利
AI模型加速迭代！科技巨头上周密集更新　业界忧「模型疲劳」与失控风险
2026-09-07 网络阅读（36）
AI产业上周再度迎来一轮密集更新：Anthropic先升级Fable与Mythos模型，Meta、谷歌相继推出新版模型，OpenAI紧接着发布 GPT-6 Astra。短短一周多家竞逐AI技术领先地位的公司接力出招，节奏之快令人目不暇给。 OpenAI执行长奥特曼上周四(3日)接受《CNBC》访问时坦言：「我们都在加快迭代节奏。」他认为，近期更新速度加快的部分原因，在于「大家都结束暑假回来了」。不过，对AI模型与服务的用户而言，这种快速迭代也带来复杂与混乱。为避免掉队，企业执行长与IT主管不得
中国长鑫科技或能绕过EUV制裁？北方华创称3D DRAM两步刻蚀创突破性进展
2026-09-06 网络阅读（32）
中国北方华创公布3D DRAM蚀刻技术研究，采双步骤制程实现64层结构均匀蚀刻，Si对SiGe选择比逾500比1，可能助长鑫科技推进3D DRAM垂直制造。
从相亲市场、恋爱实境秀到首尔大学！南韩AI半导体热潮如何深刻改变社会角落？
2026-09-06 网络阅读（40）
南韩人工智慧(AI)股票涨势正迅速改变社会的各个角落，影响范围从择偶市场一路延伸至大学校园。在南韩的相亲市场，医师、律师和法官等专业人士传统上一直是最受欢迎的对象。但随着AI热潮推升晶片产业荣景，在半导体业工作的族群因领取丰厚奖金，正成为新宠。南韩婚友配对公司Gayeon发言人说：「最近我们发现，民众对SK海力士(SK Hynix)(SKHY-US)和三星电子等半导体公司员工，以及从事AI相关工作的人的偏好明显提高。」三星电子和SK海力士今年稍早双双跻身市值1兆美元俱乐部，两家公司股价今年
12月初叩关！韩出口额提前破纪录全年有望达1兆美元
2026-09-06 网络阅读（37）
南韩总统李在明周六(5日)在X平台转发海关部门报告宣布，今年该国累计出口额已正式超越去年的全年历史新高，为低迷的全球贸易环境注入一剂强心针。根据报告，截至首尔时间周六下午1时，南韩今年累计出口额达7094亿美元，一举超过2025年全年7093亿美元的纪录。南韩海关负责人在报告中指出，当前贸易环境充满不确定性，包括贸易保护主义日益擡头、全球供应链加速重组，以及中东局势持续动荡等多重逆风，但南韩出口仍缴出显著成长的成绩单，展现出相当的韧性。报告进一步乐观预估，若当前强劲出口动能得以延续，南韩全

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"id": 14355, "title": "AI模型加速迭代！科技巨头上周密集更新　业界忧「模型疲劳」与失控风险", "shortTitle": "AI模型加速迭代！科技巨头上周密集更新　业界忧「模型疲劳」与", "img": "https://cimg.cnyes.cool/prod/news/6598826/l/26136b5908c360205adde46bc361e113.jpg", "description": "AI产业上周再度迎来一轮密集更新：Anthropic先升级Fable与Mythos模型，Meta、谷歌相继推出新版模型，OpenAI紧接着发布 GPT-6 Astra。短短一周多家竞逐AI技术领先地位的公司接力出招，节奏之快令人目不暇给。 OpenAI执行长奥特曼上周四(3日)接受《CNBC》访问时坦言：「我们都在加快迭代节奏。」他认为，近期更新速度加快的部分原因，在于「大家都结束暑假回来了」。不过，对AI模型与服务的用户而言，这种快速迭代也带来复杂与混乱。为避免掉队，企业执行长与IT主管不得", "createdAt": "2026-09-07T01:11:36.000Z", "author": "网络", "pv": 36, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 14310, "title": "中国长鑫科技或能绕过EUV制裁？北方华创称3D DRAM两步刻蚀创突破性进展", "shortTitle": "中国长鑫科技或能绕过EUV制裁？北方华创称3D DRAM两步", "img": "https://cimg.cnyes.cool/prod/news/6598502/l/3fde9d9be52a0e64c5f41da2972ea18b.jpg", "description": "中国北方华创公布3D DRAM蚀刻技术研究，采双步骤制程实现64层结构均匀蚀刻，Si对SiGe选择比逾500比1，可能助长鑫科技推进3D DRAM垂直制造。", "createdAt": "2026-09-06T05:40:02.000Z", "author": "网络", "pv": 32, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 14293, "title": "从相亲市场、恋爱实境秀到首尔大学！南韩AI半导体热潮如何深刻改变社会角落？", "shortTitle": "从相亲市场、恋爱实境秀到首尔大学！南韩AI半导体热潮如何深刻", "img": "https://cimg.cnyes.cool/prod/news/6597261/l/f4dd34de4cd9671c0dba4a439f5154ae.jpg", "description": "南韩人工智慧(AI)股票涨势正迅速改变社会的各个角落，影响范围从择偶市场一路延伸至大学校园。在南韩的相亲市场，医师、律师和法官等专业人士传统上一直是最受欢迎的对象。但随着AI热潮推升晶片产业荣景，在半导体业工作的族群因领取丰厚奖金，正成为新宠。南韩婚友配对公司Gayeon发言人说：「最近我们发现，民众对SK海力士(SK Hynix)(SKHY-US)和三星电子等半导体公司员工，以及从事AI相关工作的人的偏好明显提高。」三星电子和SK海力士今年稍早双双跻身市值1兆美元俱乐部，两家公司股价今年", "createdAt": "2026-09-06T02:30:03.000Z", "author": "网络", "pv": 40, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 14290, "title": "12月初叩关！韩出口额提前破纪录全年有望达1兆美元", "shortTitle": "12月初叩关！韩出口额提前破纪录全年有望达1兆美元", "img": "https://cimg.cnyes.cool/prod/news/6595760/l/2789b1ee686d0e0d81844a1627d6bcfb.jpg", "description": "南韩总统李在明周六(5日)在X平台转发海关部门报告宣布，今年该国累计出口额已正式超越去年的全年历史新高，为低迷的全球贸易环境注入一剂强心针。根据报告，截至首尔时间周六下午1时，南韩今年累计出口额达7094亿美元，一举超过2025年全年7093亿美元的纪录。南韩海关负责人在报告中指出，当前贸易环境充满不确定性，包括贸易保护主义日益擡头、全球供应链加速重组，以及中东局势持续动荡等多重逆风，但南韩出口仍缴出显著成长的成绩单，展现出相当的韧性。报告进一步乐观预估，若当前强劲出口动能得以延续，南韩全", "createdAt": "2026-09-06T01:00:07.000Z", "author": "网络", "pv": 37, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }