天天财经-提供金融入门知识-投资理财技巧-科技

AI狂潮变债务狂潮？博通信用成本飙升华尔街警戒AI融资「幽灵杠杆」
2026-08-25 网络阅读（87）
AI基础建设融资规模暴增，博通信用市场却率先亮起警报。公司5年期CDS本月上升28个基点，市场担心晶片商为客户提供担保，可能累积难以从财报直接看见的「幽灵杠杆」，甚至扩大至数兆美元。
高油价逼出电动车换购潮欧洲占7月新车超过四分之一
2026-08-25 网络阅读（82）
高油价、购车补贴和平价车型正促使欧洲消费者加快转向电动车。
美国不满韩国国内扩产施压要求赴美建厂
2026-08-25 网络阅读（79）
美国正就半导体投资问题向韩国政府和企业施加压力，要求其在美国本土兴建记忆体半导体生产设施，确保记忆体供应量，同时对韩国政府主导的800万亿韩元湖南半导体聚落计划表达不满。
宇树科技上市四天股价几乎腰斩市值蒸发2,000亿
2026-08-24 网络阅读（79）
中国人形机器人第一股宇树科技登陆科创板不到一周，股价已经从上市首日高点大幅回撤。
Meta祖克柏重提去中心AI！分析人士：开源只是第一步
2026-08-24 网络阅读（79）
Meta执行长祖克柏提出「分散式智慧」愿景，重新开放Muse Glimmer并将开放Muse Spark 1.2权重。AI未来将从模型开源走向个人代理与Agent协作。
中国人形机器人第一股市值较首日开盘蒸发2,000亿
2026-08-24 网络阅读（73）
中国股市24日（周一）开盘后，中国人形机器人第一股宇树科技股价走低，盘中跌超过10%，相较首日开盘市值人民币4,449亿元，宇树科技市值已跌掉2,000亿元。
AI关键材料又告急「这种气体」价格暴涨28%仍不够卖
2026-08-24 网络阅读（74）
AI算力需求持续升温，记忆体大厂加速扩产，却也让一种鲜少受到市场关注的半导体材料供应日益吃紧。电子级二氯二氢矽（DCS）价格今年明显走高，中国5N级产品报价已站上每公斤1000至1100元人民币，较年初上涨约25%；进口6N级产品更涨至每公斤300至320美元，涨幅高达28%。 DCS是晶片薄膜沉积与外延生长的核心前驱体气体，随AI带动先进制程与记忆体需求增加，供应瓶颈正逐渐浮现。 AI记忆体扩产 DCS需求跟着暴增 DCS之所以重要，在于晶片制程愈先进、3D NAND堆叠层数愈高，使用量也随
三星抛出HBM三阶段路线图：从「腾空间」到3D zHBM消灭中介层终极架构将降功耗70%、频宽飙230%
2026-08-24 网络阅读（80）
在近日举行的 Hot Chips 技术大会上，三星DRAM设计团队的Sangwook Han正式揭露三星HBM演进的三阶段路线图，终点是一种名为zHBM的全新架构，也就是将DRAM直接垂直堆叠在GPU、TPU等运算晶片之上，彻底取消2.5D中介层。美国科技媒体《wccftech》周日(23日)报导，相较于标准 HBM4E，zHBM宣称可实现70%功耗降低、230% DRAM频宽提升，每个DRAM模组节省100W功耗，同时为GPU释出8.3%额外功率空间。 HBM由两类晶片构成：一是C-die
9秒32！深圳荣耀「闪电」机器人打破博尔特纪录峰值每秒14.5公尺重写人类百米极限
2026-08-24 网络阅读（76）
2009年8月16日，博尔特在柏林跑出9秒58的人类百公尺极限，这项纪录在17年后被来自深圳的「闪电」改写。上周六(22日)，在北京国家速滑馆「冰丝带」外的第二届世界人形机器人运动会备赛环节，荣耀自研人形机器人「闪电」以9秒32冲线，峰值速度14.5公尺/秒，将人类世界纪录提升0.26秒。事实上，今年4月亦庄半马，它50分26秒完赛，从半马每秒7-8公尺到百公尺14.5公尺/秒，完成耐力到爆发力的跨越。荣耀CEO李健称之为「自我突破的胜利时刻」。专家指出，「闪电」跑得比人快，靠的是硬体；腿
中国人形机器人出货量称霸全球！智元市占43.1%居冠、前5名全是中国业者
2026-08-23 网络阅读（69）
Counterpoint Research数据显示，2026年上半年全球人形机器人出货量年增近300%，中国企业包办前5名，智元以9700台出货、市占43.1%居冠，宇树紧追在后。

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