天天财经-提供金融入门知识-投资理财技巧-科技

〈COMPUTEX〉SK集团会长崔泰源：缺货恐延烧至2030年 SK海力士计划未来五年晶圆产能翻倍
2026-06-02 网络阅读（51）
南韩 SK 集团董事长崔泰源周二表示，旗下记忆体晶片子公司 SK 海力士目标在未来五年将晶圆产能扩充一倍。崔泰源在台北国际电脑展 (Computex) 现场做出上述发言。今年 3 月，他曾预警全球晶圆紧缺局面恐将延续至 2030 年。他还表示，企业需要深化在台湾的合作布局，合作对象不能仅限于全球第一大晶圆代工厂台积电。崔泰源也提到，希望 SK 海力士能成为辉达 Vera Rubin 晶片的高频宽记忆体 (HBM) 供货主力。受 AI 产业行情拉动，SK 海力士上周市值首度突破 1 兆美元
SK海力士会长：未来五年晶圆产能翻倍盼成为辉达Rubin系统核心HBM供应商
2026-06-02 网络阅读（50）
SK 集团会长崔泰源 (Chey Tae-won) 周二 (2 日) 表示，旗下记忆体大厂 SK 海力士 (SK Hynix) 计划在未来五年内将晶圆产能扩大一倍，以因应人工智慧 (AI) 带动的庞大需求。崔泰源在台北国际电脑展 (COMPUTEX) 指出，除了与台积电 (2330-TW) 维持合作外，SK 海力士未来还需要在台湾建立更多合作伙伴关系。他表示，希望 SK 海力士能成为辉达 (NVDA-US) 下一代 Vera Rubin 平台的重要高频宽记忆体 (HBM) 供应商。崔泰源今
深化与三星、SK、现代、LG、NAVER合作！黄仁勋：辉达准备投资韩国机器人与物理AI
2026-06-02 网络阅读（55）
外媒最新报导指出，辉达执行长黄仁勋周一 (1 日) 公开提及对南韩机器人产业的投资可能性，引发业界对双方合作进一步扩大的关注。南韩媒体《KED》周二报导，随着辉达加速建造涵盖机器人、自动驾驶和智慧工厂的「物理 AI」生态系统，市场普遍预计辉达与三星电子、SK 海力士、LG、现代汽车、Naver 及斗山机器人等韩企的合作也将进一步深化。黄仁勋在周一晚间于台湾举行的「韩国伙伴者之夜」晚宴上说，「我们将始终考虑对韩国进行投资」，并称将机器人领域列为重点投资方向之一。黄仁勋还说：「韩国拥有优秀的产
南韩超越印度跃全球第六大股市今年市值暴增86%
2026-06-02 网络阅读（51）
受全球人工智慧（AI）基础建设带动，晶片龙头股迎来一波狂飙，带领南韩股市超越印度，跃升为全球第六大股市。
〈COMPUTEX〉SK集团：辉达执行长黄仁勋与SK会长崔泰源周一会面探讨AI记忆体合作事宜
2026-06-02 网络阅读（57）
南韩 SK 集团周二 (2 日) 在官方社群媒体帐号上表示，辉达执行长黄仁勋周一 (1 日) 与 SK 集团会长崔泰源在台北会面探讨 AI 记忆体领域的未来合作。 SK 集团在文中写道：「两位高管当时均出席亚洲最大科技展之一的台北国际电脑展 (Computex)，SK 海力士市值突破 1 兆美元之际，两家公司的高管会面，共同庆祝这一里程碑式的成就。」文中还指出，两位高管此次会面也为双方提供一个机会，回顾在 AI 记忆体领域共同取得的成就，并重申他们致力于开启 AI 基础设施新篇章的承诺。黄仁
孙正义：AI革命规模是网路泡沫时代50倍修正反而是最佳投资机会
2026-06-02 网络阅读（54）
软银集团 (SoftBank Group) 创办人兼执行长孙正义 (Masayoshi Son) 周一 (1 日) 表示，人工智慧 (AI) 革命的规模可能是 2000 年代网路泡沫时代荣景的 50 倍，即使未来出现市场修正，也将成为绝佳的投资机会。孙正义接受 CNBC 采访时表示：「我认为这不只是 10 倍，大概是网路泡沫革命的 50 倍。」软银同日宣布将在法国投资 750 亿欧元 (约 870 亿美元) 于打造 AI 基础设施，该计划包括建置 5GWAI 资料中心容量，为软银在欧洲规模最
专家：AI将浇熄Fed新主席华许快速降息的希望亚洲科技股超级周期「远未见顶」
2026-06-02 网络阅读（79）
AI 推升通膨浇熄降息预期纽约联储：远距上班才是青年失业元凶 AI 投资热潮正成为美国通膨的新变数。Apollo Global Management 首席经济学家 Torsten Slok 警告，AI 基础建设初期将推高半导体、能源价格与劳动力成本，这将限制新任联准会 (Fed) 主席华许快速降息的空间。 Slok 指出，初期建设带来的价格压力「非常明确」，市场可能还需等待一段时间才能见到降息。与此同时，纽约联准银行针对青年失业问题提出不同见解。研究显示，相较于 AI 取代人力，远距办公的兴
AI概念股今年疯涨背后恐是一场「Token需求幻象」
2026-06-02 网络阅读（68）
今年以来半导体与记忆体类股的狂热涨势，可能建立在市场对企业 AI 使用情况的错误解读之上。这项警告来自曾任机构交易员、现为部落客的 Muir。他近日在 Substack 平台《Macro Tourist》专栏中表示，市场或许误读了一项看似利多的讯号。 Muir 周一 (1 日) 写道：「我认为自己已经理解这波涨势的推动因素，也知道自己先前错在哪里、忽略了什么。然而，我现在面临一个难题：市场很可能误解了它所接收到的利多讯号。」他指出，用于训练大型语言模型的图形处理器（GPU）租赁价格飙升、供给
高盛：当前美股IPO市场质量远胜网路泡沫时期企业融资规模仍属温和
2026-06-02 网络阅读（71）
美股近期涨势如虹，引发市场对资产泡沫的疑虑，但根据高盛最新研究报告，当前市场与 1990 年代末网路泡沫破裂前存在核心差异，上市公司整体质量截然不同，并未出现大批毫无获利前景的劣质企业疯狂上市的局面。高盛策略师 Ben Snider 指出，今年迄今，美股仅完成 40 宗 IPO，募资总额 280 亿美元。 Snider 预估今年美股全年 IPO 数量约 100 宗，远低于 2021 年的 250 余宗及 1999 年的近 400 宗，仅与历史均值持平。他还特别以 SpaceX 为例指出，该公
聚餐费用再也不用算半天！苹果传推智慧拆帐功能
2026-06-02 网络阅读（49）
根据《彭博》周一 (6/1) 报导，苹果 (AAPL-US) 正准备为 iPhone 推出全新分帐功能，让使用者只需拍摄餐厅或聚会收据，即可自动拆分帐单并向其他人发送付款请求，进一步扩大其在数位支付与个人金融服务领域的布局。

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"title": "〈COMPUTEX〉SK集团：辉达执行长黄仁勋与SK会长崔泰源周一会面探讨AI记忆体合作事宜", "shortTitle": "〈COMPUTEX〉SK集团：辉达执行长黄仁勋与SK会长崔泰", "img": "https://cimg.cnyes.cool/prod/news/6480063/l/7dd5a36b56548b2e67d66bc62a73231f.jpg", "description": "南韩 SK 集团周二 (2 日) 在官方社群媒体帐号上表示，辉达执行长黄仁勋周一 (1 日) 与 SK 集团会长崔泰源在台北会面探讨 AI 记忆体领域的未来合作。 SK 集团在文中写道：「两位高管当时均出席亚洲最大科技展之一的台北国际电脑展 (Computex)，SK 海力士市值突破 1 兆美元之际，两家公司的高管会面，共同庆祝这一里程碑式的成就。」文中还指出，两位高管此次会面也为双方提供一个机会，回顾在 AI 记忆体领域共同取得的成就，并重申他们致力于开启 AI 基础设施新篇章的承诺。黄仁", "createdAt": "2026-06-02T00:55:05.000Z", "author": "网络", "pv": 57, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 1636, "title": "孙正义：AI革命规模是网路泡沫时代50倍修正反而是最佳投资机会", "shortTitle": "孙正义：AI革命规模是网路泡沫时代50倍修正反而是最佳投资", "img": "https://cimg.cnyes.cool/prod/news/6479993/l/36b13671c62fbe6189bdaa261bf2a61f.jpg", "description": "软银集团 (SoftBank Group) 创办人兼执行长孙正义 (Masayoshi Son) 周一 (1 日) 表示，人工智慧 (AI) 革命的规模可能是 2000 年代网路泡沫时代荣景的 50 倍，即使未来出现市场修正，也将成为绝佳的投资机会。孙正义接受 CNBC 采访时表示：「我认为这不只是 10 倍，大概是网路泡沫革命的 50 倍。」软银同日宣布将在法国投资 750 亿欧元 (约 870 亿美元) 于打造 AI 基础设施，该计划包括建置 5GWAI 资料中心容量，为软银在欧洲规模最", "createdAt": "2026-06-01T23:40:02.000Z", "author": "网络", "pv": 54, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 1637, "title": "专家：AI将浇熄Fed新主席华许快速降息的希望亚洲科技股超级周期「远未见顶」", "shortTitle": "专家：AI将浇熄Fed新主席华许快速降息的希望亚洲科技股超", "img": "https://cimg.cnyes.cool/prod/news/6479992/l/23a2705c49e6f6e89e703bc52b5b4d06.jpg", "description": "AI 推升通膨浇熄降息预期纽约联储：远距上班才是青年失业元凶 AI 投资热潮正成为美国通膨的新变数。Apollo Global Management 首席经济学家 Torsten Slok 警告，AI 基础建设初期将推高半导体、能源价格与劳动力成本，这将限制新任联准会 (Fed) 主席华许快速降息的空间。 Slok 指出，初期建设带来的价格压力「非常明确」，市场可能还需等待一段时间才能见到降息。与此同时，纽约联准银行针对青年失业问题提出不同见解。研究显示，相较于 AI 取代人力，远距办公的兴", "createdAt": "2026-06-01T23:15:29.000Z", "author": "网络", "pv": 79, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 1638, "title": "AI概念股今年疯涨背后恐是一场「Token需求幻象」", "shortTitle": "AI概念股今年疯涨背后恐是一场「Token需求幻象」", "img": "https://cimg.cnyes.cool/prod/news/6479806/l/2993d24b73f13542e005149740003c79.jpg", "description": "今年以来半导体与记忆体类股的狂热涨势，可能建立在市场对企业 AI 使用情况的错误解读之上。这项警告来自曾任机构交易员、现为部落客的 Muir。他近日在 Substack 平台《Macro Tourist》专栏中表示，市场或许误读了一项看似利多的讯号。 Muir 周一 (1 日) 写道：「我认为自己已经理解这波涨势的推动因素，也知道自己先前错在哪里、忽略了什么。然而，我现在面临一个难题：市场很可能误解了它所接收到的利多讯号。」他指出，用于训练大型语言模型的图形处理器（GPU）租赁价格飙升、供给", "createdAt": "2026-06-01T22:20:04.000Z", "author": "网络", "pv": 68, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 1639, "title": "高盛：当前美股IPO市场质量远胜网路泡沫时期企业融资规模仍属温和", "shortTitle": "高盛：当前美股IPO市场质量远胜网路泡沫时期企业融资规模仍", "img": "https://cimg.cnyes.cool/prod/news/6479807/l/4ed7b677a0a1c0a457639a7aa5ed461b.jpg", "description": "美股近期涨势如虹，引发市场对资产泡沫的疑虑，但根据高盛最新研究报告，当前市场与 1990 年代末网路泡沫破裂前存在核心差异，上市公司整体质量截然不同，并未出现大批毫无获利前景的劣质企业疯狂上市的局面。高盛策略师 Ben Snider 指出，今年迄今，美股仅完成 40 宗 IPO，募资总额 280 亿美元。 Snider 预估今年美股全年 IPO 数量约 100 宗，远低于 2021 年的 250 余宗及 1999 年的近 400 宗，仅与历史均值持平。他还特别以 SpaceX 为例指出，该公", "createdAt": "2026-06-01T22:10:08.000Z", "author": "网络", "pv": 71, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 1640, "title": "聚餐费用再也不用算半天！苹果传推智慧拆帐功能", "shortTitle": "聚餐费用再也不用算半天！苹果传推智慧拆帐功能", "img": "https://cimg.cnyes.cool/prod/news/6479880/l/32898e3e79496c1e058b43c09e225c74.jpg", "description": "根据《彭博》周一 (6/1) 报导，苹果 (AAPL-US) 正准备为 iPhone 推出全新分帐功能，让使用者只需拍摄餐厅或聚会收据，即可自动拆分帐单并向其他人发送付款请求，进一步扩大其在数位支付与个人金融服务领域的布局。", "createdAt": "2026-06-01T19:00:07.000Z", "author": "网络", "pv": 49, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }