天天财经-提供金融入门知识-投资理财技巧-科技

中国「人形机器人第一股」宇树科技宣布8/19挂牌上市
2026-08-17 网络阅读（118）
中国「人形机器人第一股」宇树科技17日（周一）晚发布公告，宣布股票将于8月19日在上海证券交易所科创板上市。
长鑫科技股价飙12%再创高！市值超越腾讯、AI资金转向记忆体与晶片
2026-08-17 网络阅读（104）
长鑫科技周一股价飙涨12%、收于61.80元人民币，市值突破4兆元并超越腾讯。AI基础建设热潮与记忆体供应紧张，推升中国半导体股成为市场焦点。
显卡价格狂飙但真正涨的不是GPU 而是GDDR7显存
2026-08-17 网络阅读（99）
8 月显卡涨价潮愈演愈烈，RTX 5090、RTX 5080 市场价格一路走高，超AMD(AMD-US) 也宣布调涨 RX 9000 系列售价 10% 至 15%。但这波显卡大涨，真正推高成本的主角并非 GPU，而是过去较不显眼的GDDR7 显存。随着 AI 伺服器大量抢占先进记忆体产能，记忆体大厂将资源转向获利更高的 HBM，排挤消费级 GDDR7 供应。如今 RTX 5090 光是显存成本就约占官方建议售价 16%，显卡产业正迎来一场成本结构逆转：过去买显卡主要是在为 GPU 算力付费，
DeepSeek今天正式涨价采用峰谷定价
2026-08-17 网络阅读（103）
近日 DeepSeek 官方宣布对 DeepSeek API 价格进行更新调整，并采用峰谷定价，空闲时段价格为高峰时段价格的一半，新价格已于 17 日（周一）零时正式生效。
记忆体顶部提前？三星、SK海力士遭多家券商下调目标价价差最多达200万韩元
2026-08-17 网络阅读（107）
南韩记忆体双雄三星电子与SK海力士近期遭多家本土券商下修目标价，市场对「记忆体晶片周期是否已过顶」判断出现明显分歧。未来证券以「周期顶峰可能早于预期」为由，将三星股价目标价从39万韩元砍至35万，未来资产证券亦从55万降至37万，信韩投资从59万降至45万，三星证券从50万降至40万，唯独KB证券坚持「供给短缺至少再持续3年」，维持60万韩元目标价不动。市场对SK海力士的分歧则更剧烈。未来资产7月29日将目标价从420万韩元大砍至280万，信韩投资由420万降至270万，NH投资从410万降
报价30万美元！AI开始「吃」倒闭公司聊天纪录了
2026-08-17 网络阅读（110）
一家新创公司倒闭后，什么东西最值钱？过去，答案可能是代码、专利、客户名单，或者是创始团队。
全球二手书订单激增神秘扫货买家可能是AI公司
2026-08-16 网络阅读（104）
英国、爱尔兰、美国、澳洲等多国二手书书店，近期均接连收到神秘买家不寻常大宗订单，买家来自美国、加拿大、欧洲大陆、英国等地。
美国逼盟友AI「选边站」！加入中国AI框架恐遭排除「矽盛世」联盟
2026-08-16 网络阅读（104）
美中 AI 竞争升温，美国拟要求 35 国在 AI 合作阵营间选边站，警告同时加入中国主导的 AI 架构可能被排除「矽盛世」联盟，AI 供应链阵营化加剧。
川普政府施压苹果「勿买」中国记忆体！美光加入角力、AI需求推升记忆体荒
2026-08-16 网络阅读（105）
川普政府反对苹果采购中国记忆体晶片，卢特尼克证实已向苹果传达立场；在 AI 资料中心需求推升记忆体价格之际，美光也要求阻止苹果采用中国晶片，美中半导体供应链角力升温。
中美算力博弈进入「铁幕时代」！美国要把资料中心建成「战略武器」？
2026-08-15 网络阅读（130）
美国兰德公司提出「安全推理资料中心」SIDC 架构，将 AI 推理算力提升至国家安全层级，透过硬体隔离、资料二极体与形式化验证打造 AI 算力堡垒。

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