天天财经-提供金融入门知识-投资理财技巧-科技

中国人形机器人占全球出货量97% 确立早期领先优势
2026-08-10 网络阅读（93）
市场研究机构 Smart Analytics Global（SAG）的最新行业数据显示，2026 年上半年中国人形机器人制造商占全球 97% 以上的出货量，凸显中国在这个新兴领域确立早期领先优势。
报告：中国人形机器人制造商上半年占全球97%的出货量
2026-08-10 网络阅读（121）
中国人形机器人产业今年上半年展现出惊人的成长速度，已在国际赛道上取得早期领先地位。根据最新行业数据，中国制造商在 2026 年上半年的全球人形机器人出货量中占比超过 97%。
出口额遭双重反超！今年上半年台韩出口额首度胜日 AI晶片让「日本制造」掉队
2026-08-10 网络阅读（100）
最新数据显示，今年上半年以美元计价的台湾、日本、南韩出口额数字显示，南韩上半年出口额 4963 亿美元、台湾 4166 亿美元，双双首度超越日本的 3844 亿美元。日本虽年增近一成，台韩却都飙涨近五成，写下东亚出口版图的历史性位移。综合《CNBC》与《日本经济新闻》等外媒报导，上述差距源头在 AI 半导体「终端产品」的卡位。台积电吃下先进制程代工、三星与 SK 海力士垄断 HBM，南韩今年上半年半导体出口额 1490 亿美元 (占总出口约 30%)，台湾 1332 亿美元，南韩仅半年就超越
SK海力士单周大跌15%！里昂证券：最坏情况已过股东回报更清晰维持「跑赢大盘」评等
2026-08-10 网络阅读（99）
里昂证券 (CLSA) 出具最新报告指出，SK 海力士上周五 (7 日) 盘后宣布积极检讨强化股东价值措施，并将于第三季内公布细节，此举直接回应市场对其今年次季财报会议「缺乏明确资本配置指引」的不满，而这正是近期股价偏弱的主因之一。里昂认为，受惠 AI 伺服器带动 HBM 出货，到 2028 年，SK 海力士获利能力与自由现金流将维持极强劲状态，今年股东回报规模有望突破 100 兆韩元 (含分红与回购)，规模较往年大幅跃升，不仅实质增厚股东价值，更可能成为股价重估的催化剂。因此，里昂维持对
中国晶圆代工趁势崛起！中芯、华虹、晶合集成挤进全球前10
2026-08-09 网络阅读（96）
AI 带动台积电、三星全力扩张先进制程，却让成熟制程市场出现缺口。中芯国际、华虹、晶合集成同步跻身全球晶圆代工营收前 10，中国 8 吋晶圆产能市占更达 22%。
伊朗战事曝弹药断层！华邮：五角大厦勒令国防承包商21天内交出增产计划
2026-08-09 网络阅读（94）
《华盛顿邮报》周六 (8 日) 根据取得的五角大厦备忘录报导指出，面对与伊朗战事引发的关键弹药极度短缺，美国防部副部长 Steve Feinberg 上周三 (5 日) 致信国防企业领袖，要求 21 天内提交「大幅推进更快、更积极交付进度」的扩产计划，并明言「长达数年的研发周期不可接受，必须立即加快项目并扩大产能」。备忘录点名 2028 财年预算审查中数项优先项目，指示「考虑加快或增购」：包括「下一代拦截器」(NGI) 飞弹防御系统、国家先进地空飞弹系统 (NASAMS)、移动式防空雷达、先进
中国AI硬体涨价潮传导3C租赁需求翻倍
2026-08-08 网络阅读（114）
一年多来，从记忆体、显卡、到 CPU 等，一场涨价风暴席卷了硬体产业链。如今，这股涨价动能仍在向终端市场传导，中国不少电脑、手机等终端消费品也出现涨价。
单周市值暴增5620亿美元破纪录！马斯克背书加云端巨头扩张辉达单周狂飙11%
2026-08-08 网络阅读（125）
辉达 (NVDA-US) 股价本周创下逾一年来最佳单周表现，两大因素是主力：旗下人工智慧 (AI) 晶片获得重量级背书，以及大型云端业者持续大手笔投入 AI 基础设施，印证市场需求强劲。辉达周五 (7 日) 收涨 2.3%，本周累计大涨 11.6%，创 2025 年 5 月 16 日以来最佳单周表现，当时涨幅为 16.1%。根据道琼市场数据(Dow Jones Market Data)，辉达本周市值增加 5620 亿美元，创该公司史上单周市值增幅新高。辉达即将推出的 Vera Rubin 晶
KOSPI崩跌22%掀「逃往美股」潮韩国蚂蚁大军7月狂买46亿美元美股
2026-08-08 网络阅读（109）
韩国股市近期剧烈震荡，KOSPI 连续 7 周走跌，散户资金再度大举转向美股，7 月买入金额突破 50 亿美元，市场担忧资金外流将加剧韩元长期贬值压力。
韩股暴跌引爆出走潮！南韩散户「蚂蚁」7月砸46亿美元抢进美股资金外流考验韩元
2026-08-08 网络阅读（116）
南韩股市 7 月的崩跌，正在打击南韩政府鼓励散户「蚂蚁」回流国内市场的政策努力，最新数据显示，南韩散户 7 月涌入美股的资金创半年来新高，再次引发韩元长期面临的资金外流风险。根据南韩集中保管机构 (Korea Securities Depository)，南韩 KOSPI 指数 7 月创下 2008 年全球金融危机最严峻时期以来最大单月跌幅，在此同时，南韩散户买进美股金额攀抵 46 亿美元，远高于 2025 年每月平均 27 亿美元。2025 年全年，南韩散户投资美股金额增为前一年的三倍以上。

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