天天财经-提供金融入门知识-投资理财技巧-科技

记忆体「三国」掀变局：三星市占重返39%登顶美光紧咬SK海力士
2026-08-06 网络阅读（86）
Counterpoint Research 最新《全球储存追踪》报告指出，全球 DRAM 市场格局正加速洗牌。三星电子 (005930KS) 第二季市占率持续攀升，重回 2024 年以来高点；SK 海力士 (000660KS) 则因市占率下滑，与快速追赶的美光科技 (MU-US) 形成激烈竞争。此外，中国 DRAM 厂长鑫科技 (688825-CN) 高速成长，正为全球记忆体产业带来新的变数。报告数据指出，三星电子在今年第二季成功拿下全球 DRAM 市场 39% 的营收份额，稳居龙头宝座。相
AI狂潮变双面刃！台韩科技股剧烈震荡新兴市场波动超越新冠疫情
2026-08-06 网络阅读（95）
在人工智慧 (AI) 热潮下，主导高频宽记忆体 (HBM) 与先进记忆体的南韩、台湾企业大涨，也让新兴市场股市今年成为全球焦点，逐渐摆脱过去追随美股的角色。新兴市场基金经理人 Carlos von Hardenberg 于 2018 年与新兴市场投资老将墨比尔斯 (Mark Mobius) 共同创立 MCP Emerging Markets。他说：「过去投资人只对美国和『科技七巨头』(Magnificent Seven) 有兴趣，因为它们表现实在太好了。但今年情况完全反转。」然而，AI 行情
AI资料中心缺货潮来了诺基亚买下NXP工厂抢InP产能
2026-08-06 网络阅读（115）
诺基亚（Nokia）加速布局 AI 资料中心基础设施，宣布收购恩智浦（NXP）位于美国亚利桑那州钱德勒市的半导体工厂，计划改造成磷化铟（InP）半导体生产线，提升光通讯元件自制能力。此举显示诺基亚正从传统电信设备商转型，抢攻 AI 时代资料中心高速光通讯需求。随着资料中心内部的通讯架构从传统的铜线（Cu）迅速转向光纤，能够将电讯号与光讯号进行高效转换的 InP 半导体已成为光通讯设备的关键核心元件。然而，由于目前仅有少数如美商 Coherent 和 Lumentum 等晶圆厂具备生产能力，缺
贝佐斯今年来首次减持亚马逊股票套现3.5亿美元
2026-08-06 网络阅读（112）
美国电商巨擘亚马逊股价周一（3 日）创纪录新高之际，创办人贝佐斯出售价值近 3.5 亿美元的亚马逊股票，这是他今年来首次出售亚马逊股份。
三星4奈米产能爆满至明年强推5奈米迎中印转单潮
2026-08-06 网络阅读（109）
随着半导体市场需求结构转变，三星电子 (005930KS) 晶圆代工业务正加速调整产能布局。业界消息指出，因 4 奈米制程产能接近满载，三星积极推广成熟且具成本优势的 5 奈米制程，吸引国内外无晶圆厂（Fabless）客户采用，开拓新一波代工商机。根据半导体产业透露的消息，三星晶圆代工的 4 奈米制程产能预计将持续维持满载状态至明年。业内人士指出，这波 4 奈米生产线的高利用率，主要归功于三星电子内部高频宽记忆体（HBM4）订单的激增，使得记忆体部门跃升为该代工厂最大的客户群。此外，辉达 (
显卡涨疯了！热门型号一天一价、RTX 5090单周暴涨人民币4000元
2026-08-06 网络阅读（92）
8 月的第一个星期，显示卡市场迎来一波罕见涨价潮。7 月底开始，中国消费级显示卡价格突然快速攀升，热门型号几乎「一天一价」，部分高阶显示卡更在短短数日内大涨数千元人民币，市场热度令人联想到 2020 年至 2021 年的挖矿热潮，但这次价格飙升背后的原因，却与当年的矿潮截然不同。根据上海证券报走访中国华强北市场的报导，此轮涨价幅度相当惊人。其中，RTX 5060 价格从原本 2300 至 2500 元 (人民币，下同)，升至 2700 至 3100 元，短短 4 天最高上涨 800 元，涨幅超
Yardeni：AI交易进入成果导向时代市场不再为题材埋单
2026-08-06 网络阅读（92）
Yardeni Research 最新报告指出，投资人已不再像 AI 浪潮初期一样，对大型云端服务商 (Hyperscalers) 的 AI 布局照单全收
辉达急寻中国AI基地台供应商明后年启动端侧算力组网
2026-08-06 网络阅读（113）
美国晶片大厂辉达（Nvidia）正在中国急寻 AI 基地台供应商，开发 6G AI-RAN 基地台（既负责通讯连接，又能承担 AI 运算的基地台）。
突破7兆！DeepSeek V4 Flash单周调用量全球登顶
2026-08-06 网络阅读（96）
多模型聚合平台 OpenRouter 发布的全球 AI 大模型调用量周榜单（7 月 27 日至 8 月 2 日）显示，DeepSeek V4 Flash 以 7.22 兆 Token 的调用量位居第一。
Bernstein逆势看多AI！上调伺服器、AI晶片出货预测、称2026年是ASIC转折年
2026-08-05 网络阅读（150）
Bernstein 最新报告指出，尽管 AI 供应链股 7 月大幅回档，但四大云端业者持续上修资本支出，带动 AI 伺服器与 AI 晶片需求增强，因此调高 2025 至 2028 年出货预测，预估全球伺服器市

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