天天财经-提供金融入门知识-投资理财技巧-科技

特纳斯接掌苹果就放话！上任首日喊下周发表会「精彩非凡」
2026-09-02 网络阅读（37）
苹果(AAPL-US)新任执行长特纳斯(John Ternus)周二(9/1)上任首日向全体员工发出内部信，预告下周将举行一场「精彩非凡」的大型产品发表会，并强调公司拥有强劲的产品开发蓝图，不仅有多款新品已在筹备，未来还
4.5兆美元苹果帝国换主人！特纳斯接棒先闯三大难关
2026-09-02 网络阅读（34）
苹果(AAPL-US)周二(1日)正式进入特纳斯(John Ternus)时代。这位在苹果服务25年的硬体老将接替库克(Tim Cook)出任执行长，成为贾伯斯(Steve Jobs)2011年卸任后，第二位执掌苹果的执
郭明𫓹：辉达已重启Rubin CPX计划将于明年第一季开始生产
2026-09-01 网络阅读（42）
知名分析师郭明𫓹最新发文表示，辉达已重启先前市场传闻已从路线图剔除的Rubin CPX项目，预计明年第一季投产。相较于先前设计，新版CPX大幅强化预填充(prefill)效能，并对GPU规格与机架架构作出重大改动，凸显辉达对预填解决方案的高度重视。规格方面，CPX改用168GB HBM4(原设计为128GB GDDR7，Rubin为288GB)，功耗上限符合Rubin的每颗2300 瓦。机架改采独立MGX ETL设计，客户可选64/128/192/256颗GPU配置，每64颗构成一个机架模
记忆体缺货难解三星70%产能锁定到2031年
2026-09-01 网络阅读（34）
人工智慧（AI）建设热潮引爆高频宽记忆体（HBM）需求，并排挤传统DRAM供给、加剧记忆体缺货。
最高涨1,000元！华为、小米、荣耀多款手机调价机构料压力延续至明年
2026-09-01 网络阅读（41）
中国手机市场1日（周二）迎来一波集中调价，华为、小米、荣耀三大品牌纷纷上调旗下多款主力机型售价，其中华为Mate80系列涨幅最显著，全系价格上调，最高涨人民币（下同）1,000元。
记忆体涨不停 DRAM、NAND将吃掉云端巨头68%资本支出
2026-09-01 网络阅读（38）
集邦咨询（TrendForce）最新研究显示，全球大型云端服务供应商（CSP）正加速投资 AI 基础设施，2026 年资本支出预估年增 98%，2027 年还将在此基础上再成长 50%。随着记忆体价格持续攀升，DRAM 与 NAND 快闪记忆体合计占资本支出的比重，将从 2026 年的 47%进一步升至 2027 年的 68%。自 2025 年下半年以来，记忆体合约价大幅上涨，明显推高相关采购支出。伺服器 DRAM 合约价在 2025 年下半年累计上涨 64%，预估 2026 年将再大涨约 2
全球能源格局历史性拐点！中国光电装置正式超越煤电规模为美国12倍以上
2026-09-01 网络阅读（38）
中国国家能源局周二(1日)公布截至7月底中国太阳能发电装置达12.86亿千瓦(1286 GW)，正式超过煤电成为中国最大电源。从1882年上海外滩15盏弧光灯点燃中国第一座火电厂算起，煤电坐了144 年的头把交椅，如今被一块矽板接过。根据官方数据，今年上半年，煤电发电量2.5兆千瓦时、占 49.7%，仍是电量老大，太阳能今年上半年发电6555 亿千瓦时，夜间与尖峰时段仍靠煤电支撑，但装置容量代表未来25年的能力上限，1994年煤电装置占比超60%、非化石仅25%，而到了今年5月，煤电占比降
光纤涨价潮来了！AI把光纤厂商逼疯了产线满到冒烟订单排一年
2026-09-01 网络阅读（35）
AI算力正把光纤光缆从「电信周期配套」拉进「资料中心主战场」，对此专家最新表示，在光棒锁产、AI资本开支援续超预期的背景下，棒纤缆一体化厂商的定价权至少能吃到2027年。《央视财经》报导，中国光纤光缆企业产线年初以来满负荷运转，部分型号销量大幅年增3至5倍，新智能制造基地封顶后产能将翻番，订单已排到一年之后。中国华创证券指出，产业需求逻辑被大模型、资料中心、GPU群集互联重写，资料中心正成为核心成长领域。供给方面，光棒产能高度集中，扩产周期18- 24个月，今年全球光纤缺口估1.8 亿芯公里
辉达抢货、微软谷歌抢单！HBM4良率持续承压现货价格已高出长约价格4倍
2026-09-01 网络阅读（37）
AI加速器带旺HBM，却把全球DRAM市场推入「量跌价暴冲」的罕见格局，韩国国际贸易协会周一(8 月 31 日)公布的数据显示，该国AI晶片用DRAM出口量从5月约6.817亿颗降至7月的5.9174亿个，减少13.2%，同期出口额却由114.3亿美元跳增至135.5亿美元，涨幅18.5%。平均单价从16.76拉升到22.9美元，短短两个月上涨36.6%。南韩半导体产业协会(KSIA)常务董事Ahn Ki-hyun说：「HBM4售价约为上代两倍，厂商为凑出HBM产量，基础DRAM消耗量上升，出
假色情App竟会偷偷转走存款！Meta急下架数十则诈骗广告
2026-08-31 网络阅读（42）
Meta(META-US)周一(31日)下架数十则脸书(Facebook)与Instagram广告。印度政府发现，诈骗集团利用带有露骨色情内容的广告，诱骗用户下载恶意安卓(Android)应用程式，借此窃取网路银行登入资

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