天天财经-提供金融入门知识-投资理财技巧-科技

黄仁勋深夜推文秀Alpamayo 2 Super　宣示「AI下一波浪潮将由自动驾驶开启」
2026-08-05 网络阅读（126）
AI晶片巨头辉达执行长黄仁勋在开通社群帐号半个多月后，周二(4日)发布第三则推文，聚焦新一代自动驾驶开源模型Alpamayo 2 Super。黄仁勋指出，这款模型将成为自驾计程车、卡车、接驳巴士、配送货车、拖拉机，乃至未来数亿台自主机器人的核心技术支撑。黄仁勋明确点出产业拐点：「AI下一波浪潮将属于机器人，而这一浪潮将从自动驾驶开始。」黄仁勋此言与辉达近年从游戏图形、云端AI训练，转向物理AI与边缘推理的战略高度吻合。 Alpamayo 2 Super延续开源路线，意在让车厂、物流商与机器
英飞凌Q3营收创历史新高 AI资料中心与车用回温成双引擎
2026-08-05 网络阅读（113）
德国半导体大厂英飞凌 (Infineon Technologies) 周三 (5 日) 公布 2026 会计年度第三季 (截至 6 月 30 日) 财报，受惠于人工智慧 (AI) 资料中心需求热络与车用电子市场回温，当季营收达 41.72
DeepSeek V4-Flash发表后定义全球AI「斩杀线」与效能成本新局
2026-08-05 网络阅读（108）
人工智慧新创公司 DeepSeek 在 7 月 31 日正式发表其旗舰模型的最新版本 DeepSeek V4-Flash 0731。这款模型的问世不仅在技术社群引发热议，更因其极高的成本效益，被研究机构与开发者称为定义了全球人工
AI记忆体行情未见顶！高盛力挺三星、SK海力士、解析「8大焦点」
2026-08-05 网络阅读（107）
三星电子与 SK 海力士股价近期大跌，高盛认为市场过度悲观，预估 HBM 价格 2027 年翻倍、DRAM 与 NAND 供需仍偏紧，重申两家公司买进评等。
AI短剧有多火？1分钟123万元！中国虚拟演员商单报价超过真人网红
2026-08-05 网络阅读（112）
2026 年夏天，中国文娱行业最大的变量，是一个从未真实存在过的女孩。
美出口管制反助中企三星、SK海力士传测试AMEC设备
2026-08-05 网络阅读（100）
美国持续收紧对中国半导体出口管制之际，知情人士透露，三星电子与 SK 海力士 (SK Hynix) 正评估未来是否把中国中微半导体设备 (AMEC) 的晶片制造设备导入中国厂使用，以因应美方进一步限制出口的风险。路透引述三名熟悉内情人士说法报导，两家南韩记忆体大厂约从两年前便开始测试 AMEC 的蚀刻设备。目前相关测试尚未演变为大规模采用决策，但对总部位于上海的 AMEC 而言，若能获得全球顶尖记忆体制造商认可，将具有重大指标意义。更广泛而言，这项测试也凸显美国科技管制的矛盾效应：原本旨在限
日韩AI股随美股劲扬！软银飙逾10% SK海力士、三星齐涨
2026-08-05 网络阅读（119）
美股隔夜在企业财报亮眼及油价回落带动下全面走高、主要指数同步改写历史新高，激励亚洲科技股周三 (5 日) 强势反弹。日经 225 指数早盘一度大涨超过 2200 点，目前仍涨 1900 点或 3%，暂报 65861 点。软银集团 (SoftBank Group) 股价一度大涨逾 10%，半导体设备商东京威力科创 (Tokyo Electron) 上涨 3.64%，测试设备商 Advantest 劲扬 7%，记忆体晶片厂铠侠 (Kioxia) 上涨 6.34%。南韩 Kospi 指数开盘一度劲
韩总统李在明：AI正重塑全球产业格局应大胆、迅速地投资进行因应
2026-08-05 网络阅读（101）
南韩总统李在明周二 (4 日) 在多个政府部门政策简报会议上说，这场由 AI 驱动的大规模转型正重塑全球产业格局，强调必须大胆且迅速地投资以应对这一转变。李在明说：「当今世界正经历重大变革，产业结构正围绕 AI 进行重组。在这种时代，我们需要大胆的决策与投资，同时迅速行动。」他并强调建立南韩自身竞争优势的重要性，「政府的责任是评估发展趋势、规划长远未来，并强化创新基础」。他还提出，稳定工业成长潜力并建立健全的能源安全体系，是建立一个能承受外部环境冲击国家的关键。他特别指出，应避免对特定国
显卡价格涨疯了华强北行情一日一变商户称写不了报价单
2026-08-04 网络阅读（119）
中国显卡价格涨疯了，RTX50 系列涨超过人民币（下同）1,000 元，华强北行情一日一变，厂商封仓，商户称写不了报价单。
驳AI光刻瓶颈疑虑！蔡司：德国总部新厂扩产2.5万平方公尺撑ASML至2040年
2026-08-04 网络阅读（105）
德国蔡司集团(Zeiss)半导体制造技术事业部总裁Frank Rohmund近日表示，身为艾司摩尔EUV光学系统唯一供应商，蔡司具备充足且可弹性扩充的产能，足以消化云端巨头持续投入AI基建带动的先进晶片需求，今年半导体事业料将显著增长。蔡司上月底宣布，该公司在德国南部奥伯科亨(Oberkochen)总部新增约2.5万平方公尺生产及配套空间，员工在8月迁入这个历时四年完成的新空间，余屋分阶段交付。 Rohmund在《彭博资讯》专访时明确反驳市场对AI晶片供应链瓶颈的担忧，并指蔡司同时在韦茨拉尔等

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