天天财经-提供金融入门知识-投资理财技巧-科技

PC已死？黄仁勋：AI效能十年提升100万倍新布局在个人代理、AI工厂与人形机器人
2026-10-22 网络阅读（46）
黄仁勋称十年来AI效能提升约100万倍，产业迈向AI代理、AI工厂与机器人时代。辉达推RTX Spark、Vera Rubin及DSX POD，AI工厂最快14天部署。辉达发布OpenShell、企业知识架构及Agile ONE SN人形机器人平台。
〈财报〉Meta Q3营收年增26%至646亿美元全年AI资本支出上看1450亿美元
2026-10-22 网络阅读（44）
Meta第3季营收646.01亿美元、年增26%，净利98.60亿美元、EPS 3.83美元，皆优于预期。受与52州青少年诉讼和解费98.9亿美元影响，总成本516.13亿美元，营业利益率降至20%。全年资本支出上调至1,350亿至1,450亿美元，并将设不具表决权C股支援AI投资。
AI「金丝雀」重鸣！韩十月前20天晶片出口狂飙222.5% 财长：半导体荣景至少持续到2027
2026-10-21 网络阅读（44）
南韩10月前20天出口616亿美元、年增近倍，晶片出口暴增222.5%至275亿美元，占比44.7%。对中、美出口分别增154.4%、154.9%；全年累计出口8763亿美元，贸易顺差2669亿美元。李炯日称半导体荣景至少可续至2027年，BOK周四料按兵不动，市场估11月升息至3.25%。
中国AI算力偏重短剧？业者与官媒驳斥「发展跑偏论」
2026-10-21 网络阅读（51）
中国超过一半AI算力用于微短剧说法引争议，中文线上披露AI Token 55%流向影片生成。字节跳动豆包公关刘星称相关算力数据「有些不靠谱」，自家仅约10%用于影片生成。人民日报指Token消耗仅反映市场消费，中国AI研发未跑偏，仍推动十万卡级算力池。
限制模型出口、开放API服务：中国AI管制新规恐重塑全球科技竞争格局
2026-10-21 网络阅读（46）
中国商务部、科技部公告修订《中国禁止出口限制出口技术目录》，AI、生物医药、太阳能共40项技术征求意见至11月15日，并先行实施预先登记管理。 AI管制分级依核心/重要资料、模型规格与场景而定。官方称不针对特定国家，API、App、SaaS与开源技术豁免。
防中国对手崛起！三星、SK海力士传升级中国厂房抢攻AI记忆体商机
2026-10-21 网络阅读（53）
三星与SK海力士升级中国厂房，盼生产更先进记忆体晶片，因应AI需求与中国竞争。美国自2022年起管制晶片设备出口，BIS 2025年称无意核发许可供外商升级中国厂或扩产。受监管阻挠与长江存储竞争影响，两家公司中国市占流失；双方称升级产线并与华府密切协商。
结合12吋混合键合技术长鑫存储加速高阶记忆体与3D DRAM布局
2026-10-21 网络阅读（49）
长鑫存储宣布4F² DRAM取得技术进展，规划2026年底前推出DDR5 RDIMM伺服器记忆体，年底前先送客户验证。其4F²垂直包围闸架构结合12吋晶圆级Hybrid Bonding，单元面积缩减约三分之一。长鑫2026年上半年营收1503.10亿元、净利776.05亿元，Q2市占9.9%。
Sony出售逾400项XR专利给Meta 这对苹果Vision Pro游戏来说是个问题
2026-10-21 网络阅读（48）
Sony传将419件XR专利移转给Meta，涵盖180件美国专利与239件同族申请 PS VR2近月供货吃紧、传停产；Sony与Meta均未公开交易细节 Vision Pro已支援PS VR2 Sense控制器，若未来供应中断恐影响苹果VR游戏布局
全球资金撤离AI股后到哪去了？富达：A股科技股处磨底阶段　AI应用端将诞生「百倍股」
2026-10-21 网络阅读（44）
全球AI股近月遭抛售，市场质疑OpenAI、Anthropic估值；高利率与CPI超预期压抑成长股。聂毅翔称A股科技股下跌主因交易拥挤与资金流出，基本面未恶化，现仍处磨底阶段。他看好AI中长期，认为应用端更可能出现百倍股，投资宜等右侧确认再介入。
AI从生成文字走向实体世界 ASI募资3.25亿美元扩张关键基础设施估值达30亿美元
2026-10-21 网络阅读（44）
ASI完成3.25亿美元C轮融资，估值升至30亿美元，成为独角兽。本轮由Spark Capital领投，资金将扩大能源、物流与军事部署，强化波士顿研发团队。公司已拿下美国交通部与FAA 8.75亿美元12年空域现代化计划，并取得陆军9,900万美元合约。

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李炯日称半导体荣景至少可续至2027年，BOK周四料按兵不动，市场估11月升息至3.25%。", "createdAt": "2026-10-21T09:00:04.000Z", "author": "网络", "pv": 44, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 21298, "title": "中国AI算力偏重短剧？业者与官媒驳斥「发展跑偏论」", "shortTitle": "中国AI算力偏重短剧？业者与官媒驳斥「发展跑偏论」", "img": "https://cimg.cnyes.cool/prod/news/6634924/l/3f49866e2e8454859ff7a3e6e8a2c597.jpg", "description": "中国超过一半AI算力用于微短剧说法引争议，中文线上披露AI Token 55%流向影片生成。
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人民日报指Token消耗仅反映市场消费，中国AI研发未跑偏，仍推动十万卡级算力池。", "createdAt": "2026-10-21T07:40:06.000Z", "author": "网络", "pv": 51, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 21269, "title": "限制模型出口、开放API服务：中国AI管制新规恐重塑全球科技竞争格局", "shortTitle": "限制模型出口、开放API服务：中国AI管制新规恐重塑全球科技", "img": "https://cimg.cnyes.cool/prod/news/6634923/l/088e3dbf2a1203e0ed8c1e2a285ac2fe.jpg", "description": "中国商务部、科技部公告修订《中国禁止出口限制出口技术目录》，AI、生物医药、太阳能共40项技术征求意见至11月15日，并先行实施预先登记管理。
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长鑫2026年上半年营收1503.10亿元、净利776.05亿元，Q2市占9.9%。", "createdAt": "2026-10-21T05:40:05.000Z", "author": "网络", "pv": 49, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 21265, "title": "Sony出售逾400项XR专利给Meta 这对苹果Vision Pro游戏来说是个问题", "shortTitle": "Sony出售逾400项XR专利给Meta 这对苹果Visi", "img": "https://cimg.cnyes.cool/prod/news/6634803/l/c0d8760f0ef027adfe6fe851099a7a27.jpg", "description": "Sony传将419件XR专利移转给Meta，涵盖180件美国专利与239件同族申请
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他看好AI中长期，认为应用端更可能出现百倍股，投资宜等右侧确认再介入。", "createdAt": "2026-10-21T04:50:05.000Z", "author": "网络", "pv": 44, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 21267, "title": "AI从生成文字走向实体世界 ASI募资3.25亿美元扩张关键基础设施估值达30亿美元", "shortTitle": "AI从生成文字走向实体世界 ASI募资3.25亿美元扩张关键", "img": "https://cimg.cnyes.cool/prod/news/6634889/l/a9e404cb362a6d0325012788964187ab.jpg", "description": "ASI完成3.25亿美元C轮融资，估值升至30亿美元，成为独角兽。
本轮由Spark Capital领投，资金将扩大能源、物流与军事部署，强化波士顿研发团队。
公司已拿下美国交通部与FAA 8.75亿美元12年空域现代化计划，并取得陆军9,900万美元合约。", "createdAt": "2026-10-21T04:30:06.000Z", "author": "网络", "pv": 44, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }