天天财经-提供金融入门知识-投资理财技巧-科技

设备需求高 ASML订单一路看到2028年小摩：AI需求仍「非常强」
2026-09-15 网络阅读（65）
AI泡沫疑虑引发晶片股震荡之际，ASML却持续看到先进制程设备需求。摩根大通指出，多数新增EUV订单已排至2028年，ASML更评估将产能推升至110台以上。
被黄仁勋誉为「AI工厂界的台积电」预言：百万专用模型时代将来临
2026-09-15 网络阅读（66）
在辉达(NVDA-US) \执行长黄仁勋盛赞 Fireworks AI 为「AI 晶圆代工厂的台积电」数月后，该新创公司的共同创办人兼技术长德米特里·朱尔加科夫（Dmytro Dzhulgakov）预期，AI 市场将从依赖单一前沿模型，逐步转向数以百万计的专用开放权重模型。 Fireworks AI 致力于建构基础设施与作业层，协助企业有效率地大规模部署、客制化并执行 AI 模型。黄仁勋以台积电比喻 Fireworks，凸显这家公司的核心定位：并非自行打造庞大的专有模型，而是负责
川普私下会面奥特曼谈AI！两人对「放慢发展」立场大不同
2026-09-15 网络阅读（75）
川普与OpenAI执行长奥特曼私下会面讨论AI，但双方对发展速度立场分歧。奥特曼主张放慢AI发展、重视安全，川普则反对过度监管。
AI「急煞车」！科技股领跌美股重挫　小摩逆势喊进：费半标普暴跌是「黄金坑」做空将遭反噬
2026-09-15 网络阅读（68）
在高油价引发通膨焦虑及AI行业突遭「急刹车」的双重夹击下，美股周一开盘遭遇溃败，三大股指齐跌，道指跌0.2%，标普500指数跌0.7%，纳指跌1.2%，那斯达克100指数更跌至六周低点，科技股惨沦抛售重灾区，其中，费城半导体指数盘中暴跌近5.9%，创7月初以来的最大单日跌幅。个股方面，晶片龙头英伟达跌逾4%，英特尔、美光科技、闪迪及SK海力士等股跌幅更深，下挫5%至7%不等。引发半导体阵营巨震的直接导火线源于AI行业内部对发展节奏的公开决裂与内讧。上周末，Anthropic执行长Dario A
首次证实！美国太空军：已在轨道部署武器
2026-09-15 网络阅读（136）
美国太空军14日（周一）表示，已在太空部署武器，据《法新社》报导，这是美国首次在轨道上证实此类能力的存在。
Coinbase押注代币化股票新标准纳斯达克砸1亿美元迎战
2026-09-15 网络阅读（73）
代币化股票正从加密市场新概念走向华尔街基础设施竞赛。Coinbase主打真实股票1:1支持及链上股东权利，纳斯达克则砸1亿美元携手Payward布局，双方争夺下一代金融市场主导权。
苹果开放预售两天直降900元 iPhone 18 Pro在中国「破发」
2026-09-14 网络阅读（60）
苹果iPhone 18 Pro系列正式开启预售短短两天，中国已经有电商平台将新品价格「打了下来」。某电商平台14日（周一）显示，256G iPhone 18 Pro售价已经降至人民币（下同）9,099元，较苹果官网售价直降900元。
控速不停止！奥特曼：全球需要相信美国AI企业将负责行事欢迎建立统一安全要求框架
2026-09-14 网络阅读（71）
OpenAI执行长奥特曼最新表示，支持对AI研发「控制节奏」的想法，以确保最先进模型的能力增长不会快到超出人类维持控制的能力。奥特曼呼应了Anthropic执行长Dario Amodei近期表态。他周日(13日)在X平台上发文表示，将更多资源和研发重心转向安全虽会带来代价，但为了维持外界对美国企业正负责任地开发日益强大的AI的信心，这样做是值得的。奥特曼在文中写道：「无论美国面临多大的竞争压力，都不应成为鲁莽行事的借口，也不应让能力发展超越安全对齐和监测机制。」他同时强调，确保安全并不意味
村田看好MLCC至少旺到2028年酝酿「大胆扩产」
2026-09-14 网络阅读（71）
全球积层陶瓷电容（MLCC）龙头村田制作所看好AI伺服器需求持续升温。村田副社长南出雅范表示，AI伺服器带动的MLCC成长趋势「至少将持续至2028年」，公司正研议未来3至5年的产能扩充计划，评估幅度可能比过去更加「大胆」。南出雅范接受《日经新闻》专访时指出，每台AI伺服器搭载的MLCC数量持续增加，除了小型、高容量产品外，高耐热MLCC需求也日益升高，产品正朝高附加价值方向发展。从中长期来看，MLCC需求还可能由AI资料中心进一步扩大至边缘AI装置，其中实体AI（Physical AI），
三个月内2度访陆！川普核心盟友：美恐误判中国科技实力
2026-09-14 网络阅读（65）
美国蒙大拿州共和党联邦参议员、美国总统川普盟友Steve Daines近日结束在中国杭州、广州实地考察后表示，华府恐低估中国科技实力。他在上周五(11日)电话访问中说：「我们低估了中国科技创新生态系统的质量与规模，美国必须重新认识，并准备与全球最优秀、最聪明的人竞争。」 Daines在8月26日至29日先在杭州会见浙江省长刘捷，并与美驻华大使庞德伟、驻沪总领事马志安等参访浙江大学，以及恩和科技、灵伴科技、地卫二、群核科技等企业，之后转往广州，考察飞行汽车企业亿航智能，并与夫人体验无人驾驶载人航

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"description": "美国太空军14日（周一）表示，已在太空部署武器，据《法新社》报导，这是美国首次在轨道上证实此类能力的存在。", "createdAt": "2026-09-15T02:11:56.000Z", "author": "网络", "pv": 136, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 15823, "title": "Coinbase押注代币化股票新标准纳斯达克砸1亿美元迎战", "shortTitle": "Coinbase押注代币化股票新标准纳斯达克砸1亿美元迎战", "img": "https://cimg.cnyes.cool/prod/news/6606569/l/9946c8fd39414299bcf81f189cdfb34f.jpg", "description": "代币化股票正从加密市场新概念走向华尔街基础设施竞赛。Coinbase主打真实股票1:1支持及链上股东权利，纳斯达克则砸1亿美元携手Payward布局，双方争夺下一代金融市场主导权。", "createdAt": "2026-09-15T02:01:00.000Z", "author": "网络", "pv": 73, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 15751, "title": "苹果开放预售两天直降900元 iPhone 18 Pro在中国「破发」", "shortTitle": "苹果开放预售两天直降900元 iPhone 18 Pro在", "img": "https://cimg.cnyes.cool/prod/news/6605991/l/76f654ab517c93eb56632fddaf8df39f.jpg", "description": "苹果iPhone 18 Pro系列正式开启预售短短两天，中国已经有电商平台将新品价格「打了下来」。某电商平台14日（周一）显示，256G iPhone 18 Pro售价已经降至人民币（下同）9,099元，较苹果官网售价直降900元。", "createdAt": 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"全球积层陶瓷电容（MLCC）龙头村田制作所看好AI伺服器需求持续升温。村田副社长南出雅范表示，AI伺服器带动的MLCC成长趋势「至少将持续至2028年」，公司正研议未来3至5年的产能扩充计划，评估幅度可能比过去更加「大胆」。南出雅范接受《日经新闻》专访时指出，每台AI伺服器搭载的MLCC数量持续增加，除了小型、高容量产品外，高耐热MLCC需求也日益升高，产品正朝高附加价值方向发展。从中长期来看，MLCC需求还可能由AI资料中心进一步扩大至边缘AI装置，其中实体AI（Physical AI），", "createdAt": "2026-09-14T06:40:04.000Z", "author": "网络", "pv": 71, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 15634, "title": "三个月内2度访陆！川普核心盟友：美恐误判中国科技实力", "shortTitle": "三个月内2度访陆！川普核心盟友：美恐误判中国科技实力", "img": "https://cimg.cnyes.cool/prod/news/6605128/l/d1ff3d96c2ccbe16f3824ccf10a057b6.jpg", "description": "美国蒙大拿州共和党联邦参议员、美国总统川普盟友Steve Daines近日结束在中国杭州、广州实地考察后表示，华府恐低估中国科技实力。他在上周五(11日)电话访问中说：「我们低估了中国科技创新生态系统的质量与规模，美国必须重新认识，并准备与全球最优秀、最聪明的人竞争。」 Daines在8月26日至29日先在杭州会见浙江省长刘捷，并与美驻华大使庞德伟、驻沪总领事马志安等参访浙江大学，以及恩和科技、灵伴科技、地卫二、群核科技等企业，之后转往广州，考察飞行汽车企业亿航智能，并与夫人体验无人驾驶载人航", "createdAt": "2026-09-14T01:30:10.000Z", "author": "网络", "pv": 65, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": 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