天天财经-提供金融入门知识-投资理财技巧-科技

Anthropic秘密申请IPO！抢先OpenAI叩关华尔街
2026-06-02 网络阅读（52）
人工智慧（AI）新创公司 Anthropic 周一 (6/1) 宣布，已向美国证券交易委员会（SEC）秘密递交首次公开发行股票（IPO）申请文件，为最快今年秋季上市铺路，也使其在与 OpenAI 的竞争中抢得先机。
美光加入「千金股」！美媒：RSI飙破90过热拉响回调警报超买近31年最严重
2026-06-01 网络阅读（72）
继上周市值突破 1 兆美元后，美光科技股价周一 (1 日) 在美股甫开盘便冲破每股 1000 美元大关，创历史新高，最高上涨近 7% 至每股 1036.91 美元，但《雅虎财经》AlphaSpace 数据显示，美光相对强弱指数 (RSI) 近日飙升至 90，创 1995 年 9 月以来新高，上一次 RSI 触及如此高位，还要追溯到柯林顿担任美国总统的时期。 RSI 是技术分析中衡量买卖力道与超买超卖的关键指标，数值突破 70 通常意味着股价短期涨势过猛、估值过高，面临回调风险。历史
欧盟拟收紧云端标案规范！亚马逊、微软与Google恐受限
2026-06-01 网络阅读（56）
欧盟正计划对高度敏感的政府云端运算标案祭出更严格规范，可能使亚马逊 (AMZN-US)、微软(MSFT-US) 及 Alphabet 旗下 Google(GOOGL-US)等美国科技巨头难以参与部分关键公共专案。根据《路透》取得的
臻鼎-KY携手辉达NVIDIA MGX 平台加速布局未来 AI 运算新局
2026-06-01 网络阅读（52）
PCB 厂臻鼎 - KY(4958-TW) 今 (1) 日宣布正式加入辉达 (NVDA-US) NVIDIA MGX 生态系，携手赋能次世代加速运算基础设施发展。NVIDIA MGX 是一套专为加速运算打造的模组化参考架构。
〈COMPUTEX〉神盾携旗下企业打造智慧运算新生态
2026-06-01 网络阅读（49）
AI 浪潮持续推动产业升级，从高速运算、智慧机器人到卫星通讯，产业正迈向跨域整合的新时代，神盾 (6462-TW) 集团今年参与 COMPUTEX Taipei 2026，集结旗下干瞻 (7898-TW)、迅杰 (6243-TW)
〈陆股盘后〉美国严防中企海外子公司买辉达先进AI晶片三大指数走低
2026-06-01 网络阅读（76）
中国 A 股三大指数 1 日（周一）收盘走低，美国商务部终于堵上漏洞，严防中企海外子公司买到辉达与超微（AMD）先进 AI 晶片。
一边创新高一边疏散！SK海力士清州厂起火致有毒气体泄漏 7人送医3600人撤离
2026-06-01 网络阅读（52）
韩媒最新报导指出，韩国清州市 SK 海力士工厂今 (1) 日上午发生火灾，并伴随有毒气体泄漏，结果造成 7 人送往医院接受检查，厂内全部人员紧急疏散避险。《韩联社》报导，今日上午 10 时 32 分许，SK 海力士清州第四厂区内连接 M15 和 M15X 生产间的 6 层气体间发生火灾，自动喷淋系统在起火后随即启动，火势及时得到控制，但对人体有害的氟气泄漏 5ppm，有 7 人被送往医院接受检查。在有毒气体泄漏后，SK 海力士方面立即疏散工厂内约 3600 名员工，并于当地时间 13 时 3
马不停蹄！黄仁勋传周四晚抵韩访问将会晤SK、LG、现代等巨头深化AI与机器人合作
2026-06-01 网络阅读（55）
外媒最新报导指出，美国晶片巨头辉达执行长黄仁勋本周四 (4 日) 晚间将飞抵首尔，展开韩国行，预计将跟南韩各大财阀领袖碰面，深化在 AI、机器人及物理 AI 等新兴领域的合作。业界消息人士透露，黄仁勋自周五 (5 日) 起将陆续会见 SK 集团会长崔泰源、LG 集团会长具光谟及韩国网路巨头 NAVER 创办人兼董事长李海珍，现代汽车集团会长郑义宣也打算出席。不过，三星电子会长李在镕因海外行程冲突，确定不会参与此次会面。分析师指出，黄仁勋此访焦点不仅限于 AI 晶片供应，更将触及「物理 AI
AI热潮助推日经225冲破67000点大关！软银时隔20多年首超丰田登日股「市值王」宝座
2026-06-01 网络阅读（52）
受 AI 投资热潮带动，日本科技巨头软银集团股价周一 (1 日) 大涨逾 8%，市值突破 46 兆日元(约 2880 亿美元)，正式超越蝉联榜首逾 20 年的丰田汽车，成为日本市值最大上市公司，反映全球资金明显倾向 AI 与半导体相关标的。软银股价今年迄今大涨近 73%，本周再受法国大型 AI 运算丛集投资案 (最高达 750 亿欧元) 激励创下历史新高。丰田周一则下跌近 4.5%，市值回落至 46 兆日元下方。丰田自 2003 年超越 NTT DoCoMo 后长期霸榜，此次让位象征日本资本
晶片动能势不可挡！韩5月出口暴增53.2%创40年高半导体狂飙169% 顺差269.5亿美元创历史新高
2026-06-01 网络阅读（60）
根据南韩产业通商资源部今 (1) 日公布的初步贸易数据，受全球 AI 投资热潮带动记忆体晶片销售飙升影响，南韩上月出口额 877.5 亿美元，大幅年增 53.2%，创 1984 年 1 月同期最大增幅纪录，且连续第 12 个月呈现正成长。推升出口的核心动力来自半导体部门，5 月半导体出口额年增 169.4% 至 371.6 亿美元，创单月历史新高，主要受惠于美国科技巨头持续加码资料中心资本支出，带动记忆体晶片价格上扬。在 AI 伺服器需求带动下，南韩电脑出口额同步飙涨 290.7%，石油制品

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