天天财经-提供金融入门知识-投资理财技巧-科技

IBM携Together AI签2.4亿美元大单采用辉达Blackwell系统
2026-08-11 网络阅读（102）
IBM(IBM-US)与人工智慧新创公司 Together AI 周二 (11 日) 宣布，双方已签署一项价值 2.4 亿美元的多年期协议，将在 IBM Cloud 上建置由辉达 (NVDA-US) 系统驱动的大型人工智慧运算丛集，主要为开源
Anthropic全面导入「隐形浮水印」！复制文字、生成图片都能追溯来源
2026-08-11 网络阅读（127）
Anthropic 宣布 Claude 全面导入机器可读内容标记，AI 生成文字将嵌入隐形浮水印，图片则加入 C2PA 数位签章，协助追踪 AI 内容来源并符合欧盟 AI 法规。
乘胜追击！英特尔增资扩至200亿美元趁股价大涨筹银弹挑战台积电
2026-08-11 网络阅读（92）
英特尔 (Intel Corporation)(INTC-US) 周一晚间表示，已将原定 150 亿美元的股票发行规模扩大至 200 亿美元。这家晶片制造商趁近期股价大幅回升之际筹资，以扩充更多制造产能。英特尔表示，这次股票发行定价为每股 95 美元，与上周五增资计划揭露前的收盘价相比，折价 6.5%。英特尔表示，这次发行预估可取得约 197 亿美元资金，将用于一般企业用途。英特尔曾是全球晶片业的主导企业，如今大举投资新厂及先进封装能力，力图在晶圆代工领域挑战台积电 (TSM-US)(233
AI股跌够没？高盛最新研判「4大过热风险」已降温
2026-08-11 网络阅读（102）
受全球 AI 交易大幅逆转影响，中国 AI 硬科技股自 6 月高点明显回落，科创 50、创业板及中证 1000 等指数均出现修正。高盛最新研判指出，随着这波回调展开，市场先前累积的投机性多头、估值溢价、杠杆及持仓集中风险已有相当程度消化，加上 AI 基本面与流动性趋势仍偏正向，因此维持对 A 股结构性看好与超配观点。整体 AI 类股尚未形成明显泡沫高盛首席中国股票策略师刘劲津表示，从自上而下角度观察，中国所有 AI 相关股票的总市值，尚未完全反映 AI 可能为整体经济带来的潜在收益。若从总市
卫浴巨头抢吃AI大饼 TOTO砸300亿日元进军半导体陶瓷
2026-08-11 网络阅读（122）
以马桶、卫浴设备闻名的日本 TOTO 正加速抢进 AI 半导体供应链。随着 AI GPU、HBM 及先进晶片需求成长，TOTO 计划投入 300 亿日元扩大半导体先进陶瓷布局，其中 170 亿日元将用于兴建陶瓷研发大楼，将数十年累积的陶瓷技术转化为新成长动能。 TOTO 布局精密陶瓷并非近期才开始。公司早在 1976 年便启动相关研究，1984 年正式投入陶瓷业务，并在中长期策略「WILL2030」中，将半导体先进陶瓷定位为核心成长领域，业务触角也从传统卫浴陶瓷逐步延伸至半导体及光通讯市场。目
三星HBM4良率飙破80%黄金线明年市占可望超车SK海力士
2026-08-11 网络阅读（99）
全球高频宽记忆体（HBM）龙头之争升温。SK 海力士 (000660KS) 正因奖金与薪酬方案陷入劳资僵局，HBM4 扩产恐面临变数；三星电子 (005930KS) 则加速追赶，HBM4 良率已突破 80%「黄金良率」。瑞银预估，三星 2027 年 HBM 位元出货市占率可望升至 41%，微幅超越 SK 海力士的 39%，全球 HBM 市场龙头宝座可能易主。 SK 海力士与工会于 8 月 9 日完成第五轮谈判，但双方仍未能就奖金方案达成共识，争议核心集中在「利润分享奖金」的发放方式。 SK 海力
智元超宇树居冠！今年H1全球人形机器人出货1.91万台陆厂97%市占美厂连车尾灯都看不到
2026-08-11 网络阅读（95）
根据市场研究机构 Smart Analytics Global(SAG) 最新报告，今年上半年全球人型机器人出货约 1.91 万台，较去年同期 5100 台暴增近 300%，其中中国厂商拿下超过 97% 市占率，延续并扩大 2025 年 84.7% 的领先优势。数据显示，上海智元机器人 (Agibot) 今年上半年出货 8400 台、占全球 44%，首度超越宇树科技登上第一，宇树以 5900 台、30.9% 市占率居次，两家合计吃下逾七成市场，特斯拉、Figure AI、Agility Rob
渣打点名这款加密货币 2030年可望暴涨逾2000%
2026-08-11 网络阅读（110）
渣打银行最新将目光转向加密货币市场，首次对区块链资料服务平台 Chainlink 及其原生代币 LINK 展开研究覆盖，预测 LINK 价格可望从目前约 8 美元攀升至 2030 年底的 200 美元，潜在涨幅超过 2,000%。
资料中心引爆民怨！艾克曼力挺Ramaswamy「Ohioans First」居民免电费、降房产税
2026-08-11 网络阅读（112）
AI 资料中心快速扩张引发电费、水资源与环境争议，俄亥俄州长候选人 Ramaswamy 提出「居民免电费、降房产税」等条件，艾克曼公开称赞，资料中心如何与地方利益共享成选战焦点。
HBM王座要易主？三星HBM4良率破80% 瑞银：2027年41%微超SK海力士登顶
2026-08-11 网络阅读（86）
韩媒上周日 (9 日) 披露，南韩三星电子 HBM4 量产良率已在本月初突破 80%「黄金良率」门槛，较原定的年底目标提前约四个月达成。今年 2 月，三星 HBM4 启动量产时良率尚不足 60%，仅用半年拉升逾 20 个百分点，缺陷率可控、具备规模获利基础，标志着三星在 HBM 赛道正式吹响翻身号角。根据 Counterpoint 数据，今年首季 HBM 市占率 SK 海力士以 58% 居首，三星与美光各占 21%，但三星整体 DRAM 市占达 39%，HBM 地位明显落后。良率跃升后，三

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