天天财经-提供金融入门知识-投资理财技巧-科技

SK海力士调整中国布局？30亿美元重庆厂传寻找投资人
2026-08-07 网络阅读（108）
南韩记忆体大厂 SK 海力士 (SKHY-US) 据传正评估中国重庆厂的多项处置方案，包括引进投资人以加速业务成长。知情人士透露，若公司最终决定出售部分股权，这座厂区的估值可能达到约 30 亿美元。
AI造出16种活病毒！《科学》刊出史丹佛大学里程碑研究生物安全警铃同步响起
2026-08-07 网络阅读（100）
美国科学家首度用生成式 AI 设计出「能活、能杀菌」的完整病毒基因组，为噬菌体疗法与抗生素替代打开新门，却也把「AI 造生命」的生物安全课题推到台前。史丹佛大学团队在今 (7) 日刊于《Science》的研究论文中证实，该团队开发的 Evo 2 模型基于 200 万种噬菌体遗传序列训练，写出数千个候选基因组，实验室合成近 300 个、最终 16 种具生物活性，对大肠杆菌的清除效力优于作为模板的天然噬菌体ΦX174。计划主持人 Brian Hie 直言，这是「生成式设计首次产出完整功能
2027年前产能全售罄！SK海力士砸5.4兆韩元扩建南韩晶片厂
2026-08-07 网络阅读（100）
SK 海力士 (SK Hynix)(SKHY-US) 周五 (7 日) 宣布，计划在南韩投资 5.4 兆韩元 (约 380 亿美元) 扩建晶片制造设施。 SK 海力士在声明中表示，将在龙仁 (Yongin) 兴建新的 DRAM 制造厂，并在清州 (Cheongju) 兴建 NAND 晶圆厂，其中约三分之二的投资预算将用于龙仁厂。 SK 海力士表示，此次投资涵盖 DRAM 与 NAND 两大记忆体产品，前者具备低延迟特性，后者则可快速存取大量资料，主要是因应「人工智慧 (AI) 时代持续成长的记忆
不怕业界反对！韩国交易所强推9/14盘后ETF上路对决虚拟资产交易所与ATS
2026-08-07 网络阅读（92）
外媒最新报导指出，尽管业界对近期杠杆类产品波动存在担忧，韩国交易所 (KRX) 仍将于 9 月 14 日正式开启 ETF 盘后交易，意在与另类交易系统 (ATS) 业者 Nextrade 及全天候加密货币交易所竞争。对此资管机构示警，无法精准计算即时盘后净值 (NAV) 估算，恐扩大 ETF 价格背离幅度，但据悉 KRX 已拍板推进并正式要求投信提交可盘后交易 ETF 名单。此前，业界已呼吁 KRX 延后该业务上线，个股杠杆型 ETF 将不纳入盘后交易的交易标的范围。《朝鲜日报》报导，KRX
中国迎「最贵装机季」高阶笔电接近5万元大关
2026-08-07 网络阅读（99）
原本属于大学生「开学焕新」和职场人升级装备的中国暑期旺季，今年却演变为不少消费者口中「最贵装机季」。
伊朗-阿曼荷姆兹海峡新规意味着什么？航运业者陷两难：不能不付但也不能付
2026-08-07 网络阅读（97）
伊朗周四 (6 日) 公布荷姆兹海峡航运管理限制性草案，打算与阿曼联手管控经该峡进入波斯湾的船只，德黑兰拟对过往船舶课货物价值 5%-7%「服务费」，阿曼讨论收取约 3%，华府则要求全免。草案同步设立受美制裁的「波斯湾海峡管理局」营运收费，让合规问题瞬间炸开。八大国际航运协会 (BIMCO、ICS、INTERTANKO、INTERCARGO、CLIA、ECSA、ASA、WSC) 本周联名致函联合国与国际海事组织(IMO)，强调商船于国际水道「安全、可预测、不受不必要阻碍航行」是供应链韧性与能源
中国「人形机器人第一股」引爆新一轮「打新热」股民网上许愿求中签
2026-08-07 网络阅读（93）
中国长鑫科技的热度还未消散，新的网红股又来了，中国「人形机器人第一股」宇树科技 6 日（周四）晚间确定发行价为人民币 150.8 元 / 股，对应发行本益比 219.23 倍。
大摩翻多记忆体股：最剧烈修正已过 AI需求支撑新一波行情看好三星、海力士
2026-08-07 网络阅读（115）
摩根士丹利最新报告指出，记忆体产业最剧烈修正可能已告一段落，市场焦点将转向资本回馈。随 AI 需求持续支撑 DRAM 与企业级 SSD，分析师认为记忆体股估值已具吸引力，后市仍有重估空间。
乌军连环炸「俄罗斯版亚马逊」物流仓库俄女首富怒了
2026-08-07 网络阅读（144）
俄罗斯莫斯科州契诃夫市一处巨型工业园周二 (4 日) 被乌克兰自杀式无人机精准命中，爆炸引发冲天大火，造成至少 5 死 10 伤，遇袭设施隶属俄国最大电商野莓 (Wildberries)。自 7 月中旬起，被称为「俄版亚马逊」的野莓物流仓库已成乌军打击清单常客。根据美媒与《法新社》统计，过去数周，野莓约 20 处物流设施遭袭，遍布莫斯科州、圣彼得堡、萨马拉、坦波夫、梁赞、叶卡捷琳堡，甚至深入俄控克里米亚。 Data Insight 分析师 Sergei Semko 估计，光是莫斯科与坦波夫两地
韩产业部长警告中国晶片追赶速度「令人心惊」担心失去半导体优势
2026-08-06 网络阅读（83）
南韩产业通商部长官金正官周四 (6 日) 表示，中国半导体技术进步的速度令人心惊，如今这场竞赛已演变成国家与企业共同参战的「全方位战争」，南韩若无法加快投资步伐，恐在未来一两年内失去竞争优势。

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