天天财经-提供金融入门知识-投资理财技巧-科技

为何Google、Meta逆势上涨？AI巨头喊放慢开发科技股承压
2026-09-15 网络阅读（57）
Anthropic、OpenAI与SpaceX高层呼吁放慢AI开发，科技股承压之际，Alphabet与Meta股价逆势上涨。分析认为，若AI龙头放缓开发，两大科技巨头可能受惠。
中国半导体厂35%设备是国产韩企感到订单压力
2026-09-15 网络阅读（65）
据韩媒《ET News》14日（周一）报导，中国半导体设备国产化进程日渐加速，晶圆厂已安装设备中，国产设备比重升至约三分之一。
研调：内折式面板需求升温 2026年下半年折叠手机面板市场可望回温
2026-09-15 网络阅读（63）
研调机构 Counterpoint Research 指出，2026 年上半年全球折叠式智慧型手机面板出货量年减 13%。市场下滑主要来自翻盖式面板，内折式面板需求则持续成长。
记忆体占据半边天！今年Q2全球半导体收入4250亿美元创史高　全年估暴增五成至1.25兆
2026-09-15 网络阅读（62）
根据市场研究机构Omdia周一(14日)公布的数据，今年第二季全球半导体产业营收达4250亿美元，刷新历史纪录。在AI硬体需求持续爆发下，当季营收季增31.4%，远超产业长期规律，且上半年累计收入达7520亿美元，第三季将突破5000亿美元，全年总收入预计超过1.25兆美元，较2025年全年高出约50%。数据显示，自2002年以来，全球半导体行业仅出现10次季增超10%的情况，且自去年第三季起，市场已连四季实现双位数成长，极为罕见。 Omdia指出，本轮成长的核心动力来自AI基础建设，企业持续
辉达客户集中度升高 CFO揭密「一笔生意赚两次」
2026-09-15 网络阅读（62）
辉达AI营收愈来愈集中于少数大型客户，2027财年上半年3家直接客户占营收44%。面对集中风险，公司押注新云策略，盼从GPU销售与算力租赁分成取得双重收入。
AI领袖齐喊放慢脚步！晶片股沦「痛苦交易」SOXX重挫近6% 投资人重新检视支出
2026-09-15 网络阅读（58）
Anthropic执行长阿莫戴(Dario Amodei)在内的业界领袖呼吁放慢人工智慧(AI)发展脚步之后，投资人开始质疑晶片股高估值背后乐观的成长预测，iShares Semiconductor ETF(SOXX-US)周一(14日)收盘重挫5.6%，半导体股从投资人押注AI题材的热门方式，成为市场的「痛苦交易」。晶片股面临获利预期检验 Johnson Investment Counsel投资长Charles Rinehart表示，「AI领域已投入大量资金，也大规模建设，而市场对于所有与A
黄仁勋轰「AI末日论」缺乏科学依据、RSI非「失控黑魔法」！川普力挺：AI是未来20至25年的石油
2026-09-15 网络阅读（67）
辉达执行长黄仁勋公开驳斥AI末日论，认为多项AI取代人类预测已被现实推翻；川普也致电力挺，称AI是未来20至25年的「石油」。
DRAM/NAND齐涨30%起！陆媒：苹果接受三星2027年Q1记忆体报价
2026-09-15 网络阅读（69）
外媒最新报导指出，苹果已接受三星电子2027年第一季记忆体报价：DRAM接近每Gb 2美元、NAND接近0.33美元，较今年Q3报价上调30%-40%；中国《界面新闻》周二(15日)引述产业链消息人士独家报导，由于苹果为全球最大手机采购方之一，其接受价格被视为消费级记忆体「底价」信号，Android阵营议价空间将进一步缩小。截至发稿，苹果未回应求证。对照三星今年第三季报价，LPDDR4X约每Gb 1.4美元、季增3%，LPDDR5X约1.5美元、季增5%，NAND约0.26美元、季增8%。
OpenAI执行长详谈放慢AI发展脚步原因再次警告失控
2026-09-15 网络阅读（79）
过去一周，人工智慧（AI）安全担忧加剧，起因是Anthropic一名研究员离职后，引发多家实验室员工警告灾难性风险，上周末AI产业三大领头羊更是一致呼吁放慢科技发展脚步。
华为杀进光晶片 AI算力竞争一路烧向3.2T高速互联
2026-09-15 网络阅读（62）
AI算力竞争正从 GPU 延烧至光晶片。短短数月内，华为在光晶片领域的两条布局浮上台面，一方面由华为哈勃入股磷化铟高速光晶片业者弥尔光，另一方面，具有华为海思背景、且已与华为展开合作的矽光晶片业者光引科技，也完成新一轮亿元融资。从磷化铟光电探测器、矽基光电子晶片，到 800G、1.6T、3.2T 高速光互联，华为正进一步朝 AI 资料中心光通讯产业链上游延伸。哈勃入股弥尔光锁定磷化铟光晶片弥尔光半导体 9 月宣布完成天使+轮融资，由云泽资本独家投资，这也是该公司短短 4 个月内被揭露的第

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