天天财经-提供金融入门知识-投资理财技巧-科技

极端分化！韩股反弹暗藏隐忧半导体双雄吸走市场资金
2026-06-08 网络阅读（72）
根据南韩交易所 (KRX) 周(7)日公布的最新统计数据，尽管南韩综合股指 (KOSPI) 近期持续走扬，但行情主要由少数大型权值股推动，绝大多数个股表现疲弱，市场呈现极端「一九分化」现象。数据显示，自 5 月 26 日起至上周五 (5 日) 的两周内，KOSPI 成分股平均每日仅有 210 档上涨，下跌家数却高达 586 档，其余个股则持平，这意味着在指数繁荣的表象下，多数上市企业并未受惠。资金集中效应在半导体族群尤为明显，过去两周，市值龙头三星电子股价劲扬 13.72%，主要对手 SK
「聊天已死」！ChatGPT准备推出史上最大改版、OpenAI打造「超级应用」
2026-06-07 网络阅读（51）
OpenAI 正筹备 ChatGPT 自 2022 年问世以来最大规模改版，将整合 AI 代理、程式设计工具 Codex、图像生成与外部合作服务，从聊天机器人转型为 AI 超级应用。随着企业客户突破 200 万家，OpenAI 也加速布局 IPO 与
微软押注的AI代理原生系统是什么？CEO抛「AI代理接管网路」震撼战略
2026-06-07 网络阅读（48）
微软在 Build 开发者大会上提出颠覆性战略，执行长纳德拉指出未来网路主要使用者将从人类转为 AI 代理，并同步推出 Web IQ、Solara、MXC 与 Windows Agent Framework，全面推动 Windows、B
SpaceX恐吃掉特斯拉？专家：原股东恐面临约90%股权稀释、财务目标成「天方夜谭」
2026-06-07 网络阅读（61）
SpaceX IPO 估值达 1.77 兆美元，引发市场对马斯克可能推动与特斯拉（TSLA）合并的猜测。分析情境显示，若两家公司以股换股整合，合并后市值或达 3.3 兆美元，但财务与现金流压力也引发争议。
博通CEO回应股价暴跌称「从不关心股价」！专注技术领先看好与Google、Anthropic的合作
2026-06-07 网络阅读（67）
博通执行长陈福阳在彭博科技大会上首度公开 OpenAI 客制化 AI 晶片进度，透露产品将于今年稍晚进入量产阶段，并强调无需微软批准。面对财报创高后股价重挫，他表示自己从不关心股价，而是专注于 AI、网路基础设施与长期价值创造。
脱口秀录制画面曝光黄仁勋即兴跳起舞来
2026-06-06 网络阅读（54）
晶片大厂辉达执行长黄仁勋拍了拍韩国「国民主持人」刘在石的肩膀，两人谈笑风生。
Google后换Meta？AI烧钱烧出警讯科技巨头恐掀史上最大增资潮
2026-06-06 网络阅读（56）
继 Alphabet (GOOGL-US) 本周宣布规模逾 800 亿美元的增资计划后，市场周五 (5 日) 传出 Meta (META-US) 也正评估透过发行新股筹集数百亿美元资金，分析指出，这恐将掀起史上最大增资潮。
美光景气循环转折将至？分析师预警：记忆体晶片价格或2026年中见顶
2026-06-06 网络阅读（53）
美光股价连续两日重挫逾 20%，市场担忧 AI 带动的记忆体涨价周期接近尾声。分析师预测 DRAM 与 NAND 平均售价最快 2026 年初开始下滑，并于 2026 年中见顶。中国记忆体厂扩产、智慧手机需求疲弱及估值升高，成为市场关注焦点。
今离台！黄仁勋周日受邀在首尔蚕室棒球场为韩职斗山熊棒球队开球
2026-06-04 网络阅读（56）
《韩联社》报导，辉达执行长黄仁勋周日 (7 日) 将在首尔蚕室棒球场为斗山熊棒球队担任开球嘉宾，掷出象征性开场首球。黄仁勋预计最快在今 (4) 日晚间抵达首尔，并将与南韩商界高管、业内人士及学生开展多场会晤。黄仁勋素来喜爱棒球，此前曾在台湾的中华职棒联赛为味全龙队开球、以及美国职棒大联盟奥克兰运动家的赛事中受邀担任开球嘉宾。斗山熊队今日宣布，黄仁勋将于周日下午 5 点为他们对阵 Kiwoom 英雄队的比赛进行开球仪式。斗山熊队表示，黄仁勋将身穿印有 93 号球衣的斗山熊队队服，这个号码是
光宝科前进2026 SNEC PV+ 聚焦光耦合先进隔离关键技术
2026-06-04 网络阅读（48）
光宝科 (2301-TW) 于 6/3-6/5 参与「2026 SNEC PV+ 上海国际太阳能光伏与智慧能源大会暨展览会」，聚焦先进光耦合隔离技术于新能源与 AI 能源基础设施中的关键应用，包含：「高压系统加强绝缘解决方案」、「光

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