天天财经-提供金融入门知识-投资理财技巧-科技

三星携手Arm攻端侧AI！2奈米客制晶片启动 OpenAI传成潜在客户
2026-09-05 网络阅读（38）
三星电子携手Arm启动下一代端侧AI晶片开发, 并计划采用2奈米制程量产。业界传出OpenAI可能成为潜在客户, 若最终落地, 将有助三星串联晶片设计与先进代工能力。
苹果20周年iPhone仍按计划推进 2027年可望迎来近年最大改款
2026-09-05 网络阅读（40）
苹果为iPhone问世20周年筹备的新机仍按计划推进，预计于2027年登场。这款新机可望成为iPhone近年规模最大、最具突破性的改款，目前已知设计方向包括曲面玻璃机身及更窄的萤幕边框。
连美中都怕AI失控！9月中旬拟急开安全对话抢在川习会前登场
2026-09-05 网络阅读（46）
美国与中国正准备于9月中旬举行人工智慧(AI)安全对话，讨论先进AI模型与自主代理人可能引发的网路攻击及失控风险。这将是美国总统川普第二任期以来，美中首次专门针对AI举行的官方双边会谈。
银行抢着借钱给它！字节跳动豪取296亿美元加码AI
2026-09-04 网络阅读（43）
中国社群媒体巨擘字节跳动(ByteDance)已获得近30家银行提供的296亿美元贷款，显示在公司积极投入人工智慧(AI)之际，金融机构对其发展前景与信用能力抱持高度信心。
目标价320元！小摩重申「增持」辉达：瓶颈在「供给」先进晶圆与HBM是紧箍咒
2026-09-04 网络阅读（47）
摩根大通(下称小摩)分析师Harlan Sur在与辉达投资关系团队会后重申「增持」评等，并维持320美元目标价，核心判断在于辉达当前成长瓶颈不在需求，而是在供应。辉达管理层明言，若产能限制解除，业务规模可同比翻倍以上。辉达给出2028财年年增约70%的框架，但Sur认为，按现有客户需求强度，潜在增速将更猛，辉达管理层提前揭示2028财年展望，是因为内部判读与华尔街预测存在明显落差，也让台积电、HBM供应链提早排产。需求来源已不只靠少数超大型云端业者，像是超大规模云端服务商、新兴AI云(ne
曼谷暂缓资料中心开发热潮泰国政府紧急研拟监管新制
2026-09-04 网络阅读（44）
泰国政府日前下令暂停49个资料中心专案的建设，以等待该产业的新规范推出。
中国手机品牌一夜涨价千元门市客流量静悄悄
2026-09-04 网络阅读（36）
中国手机行业的价格标签1日集体向上跳动，华为、小米、荣耀三大中国国产手机品牌同步上调多款在售机型售价，覆盖从人民币（下同）千元档位到万元旗舰的全价位段产品。
韩电提议向三星、SK海力士预收184亿美元电费用于兴建半导体聚落电网
2026-09-04 网络阅读（39）
韩国国有电力企业韩国电力公社近日已向三星电子、SK海力士提出建议，希望这两家公司合计预缴未来五年共25兆韩元（约184亿美元）电费，所筹资金将用于建设半导体聚落配套电网。
399美元机器鸭爆红黄仁勋砸130亿美元整盘端走！打造AI全生态闭环
2026-09-04 网络阅读（39）
辉达宣布以129.303亿美元收购开源AI平台Hugging Face，掌握逾1,800万名开发者及300万个模型。就在交易前夕，Hugging Face旗下399美元机器鸭爆红，开源AI正加速从萤幕走向物理世界。
A股太贵？中国记忆体晶片商江波龙传赴港上市定价较A股折让44%
2026-09-04 网络阅读（44）
中国记忆体晶片制造商深圳市江波龙电子(Longsys)据传将香港上市定价敲定为每股236港元(约30.1美元)，低于招股区间上限240.6港元，加入中国人工智慧(AI)供应链企业赴港筹资的热潮。

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