天天财经-提供金融入门知识-投资理财技巧-科技

《富比士》曝比亚迪真正野心机器人战线正式对决特斯拉
2026-07-29 网络阅读（91）
2025 年全球新能源车市场迎来重大变化，比亚迪 (002594-CN) 正式超越特斯拉 (TSLA-US) ，成为全球新能源车销量冠军。然而，《富比士》（日文版）近期指出，真正值得关注的竞争已不再局限于电动车市场，而是比亚迪正借由人形机器人布局，向特斯拉发起新一轮挑战。《富比士》认为，比亚迪正逐步从汽车制造商，转型为横跨工业、商业与家庭应用的机器人企业。与许多企业高调展示样机不同，比亚迪选择先从真实工业场景累积经验。报导指出，比亚迪没有急于投入自研，而是率先将第三方人形机器人导入深圳、长沙
没有电的晶片只是库存！「AI能源妖股」Bloom单季营收首破10亿美元盘后暴涨10%
2026-07-29 网络阅读（118）
随着全球 AI 资料中心狂飙，作为底层能源「卖水人」的 Bloom Energy 交出史上最强成绩单，该公司周二 (28 日) 发布 2026 年第二季财报指出，总营收达 10.65 亿美元，年增 1.66 倍且远超过华尔街预期的 8.26 亿美元，非 GAAP 翻倍稀释 EPS 为 0.78 美元，较分析师预期的 0.41 美元，盘后股价受营收超预期与大幅上调指引一度涨逾 10%。基于强劲订单转化，Bloom 将 2026 全年营收指引从 34-38 亿美元大幅上修至 39—42
SK海力士获利暴增557%仍逊预期 AI晶片行情再受考验
2026-07-29 网络阅读（108）
记忆体巨擘 SK 海力士周三 (29 日) 公布第 2 季获利年增 557%，但表现却追不上投资人高昂预期，也加深市场对推动半导体产业荣景的人工智慧 (AI) 热潮是否开始降温的忧虑。 Q2(6 月止) 关键财报数字营收：79.32 兆韩元 (545.5 亿美元) vs 84 兆韩元营业利益：60.54 兆韩元 vs 64 兆韩元 SK 海力士第 2 季营收年增 257% 至 79.32 兆韩元，营业利益更飙升 557% 至 60.54 兆韩元。若与第 1 季相比，营收季增 5
中国国产DUV正式量产！艾司摩尔霸主地位不保？分析师揭三大硬伤
2026-07-28 网络阅读（109）
综合外媒周二 (28 日) 报导，中国传出已开始量产自主研发的浸润式深紫外光 (DUV) 微影设备，并计划今年交付中芯国际 (00981-HK)、华虹半导体(01347-HK) 及长鑫存储 (688825-CN) 等中国大型晶片制造商，象
AI伺服器持续挤压供给！美银再上修DRAM涨价预期：Q3合约价恐涨30-40%
2026-07-28 网络阅读（83）
根据美银全球研究部 (BofA Global Research)7 月下旬最新通路调查，记忆体涨价强度正从「现货脉冲」渗入「季度合约」，更多二线 OEM 与模组厂已接受 7 月 PC DRAM 合约价较 6 月再涨 15-20%，第三季 DRAM 料将直接翻倍，平均售价涨幅恐达 30-40%，明显高于 TrendForce 此前给出的 13-18% 预测。本轮看点不在现货报价，而在下游把更高价格写进采购预算。根据美银调查，16Gb DDR5 现货约 50 美元，DDR4 现货约 80 美元 (
高盛报告：中国经济彻底换轨未来十年一切围绕科技
2026-07-28 网络阅读（143）
高盛近期发布名为《一切围绕科技》(All About Tech) 的宏观经济研究报告，针对 2026 年中国经济底层逻辑进行重新定义。该报告指出，中国正经历一场从房地产导向转向科技制造业导向的「史诗级资源转移」，但这场转
月之暗面Kimi K3正式发布仅华为升腾Day0适配美国关注并警惕
2026-07-28 网络阅读（114）
月之暗面 (Moonshot AI) 周一 (27 日) 正式发布其最新开放权重 (open-weight) 模型 Kimi K3，将模型参数规模推升至 2.8 兆。这是全球首款进入 3 兆参数级别的开放权重模型，随即引发科技界与国际
逾4个月最惨！韩股「黑色星期二」KOPSI崩近11% 杠杆ETF腰斩至260亿美元去杠杆进入尾声？
2026-07-28 网络阅读（111）
韩股今 (28) 日上演「黑色星期二」行情，早盘 9 时 14 分前后，综合股指 (KOSPI) 跌幅扩大至 8% 触发熔断，20 分钟后恢复交易后跌势未止，为年内第八次熔断。受晶片股重挫影响。KOSPI 今日收跌 10.84%，创 3 月 4 日以来单日最大跌幅，两大权重股领跌，三星电子重挫 13.39% 至 22 万韩元，SK 海力士暴跌 14.65% 至 155 万韩元。就在韩股熔断恢复交易后，南韩金融服务委员会 (FSC) 主席 Lee Eog-weon 在首尔会见券商、资管业者时释
AI恐惧压垮亚股！亚股全面急跌步入技术性修正专家：贪婪已转为恐惧
2026-07-28 网络阅读（106）
半导体卖压持续扩大，亚洲股市股周二 (28 日) 全面重挫，迈向技术性修正，市场一方面忧心中国竞争加剧，另一方面质疑人工智慧 (AI) 热潮背后的资金来源，在此同时，即使油价随中东局势和缓而下跌，也未能平息市场对联准会 (Fed) 最快本周升息的疑虑。 MSCI 亚太指数盘中一度大跌 3.5%，自 6 月 22 日高点算起回跌超过 10%，落入技术性修正领域。在杠杆交易盛行下，南韩市场波动加剧，三星电子与 SK 海力士盘中跌幅均超过 12%，拖累 Kospi 指数盘中暴跌超过 10%，一度触发熔
SK海力士打头阵！日韩「记忆体三雄」明起陆续放榜全球AI基建信心测谎仪正式启动
2026-07-28 网络阅读（87）
随着 AI 基础设施投资持续放大 HBM、伺服器 DRAM 与企业级 NAND 快闪记忆体需求，全球记忆体产业正站在一轮由 AI 驱动的「超级周期」高峰入口，而本周登场的日韩三大记忆体制造商财报被市场视为检验这轮行情成色的关键试金石。明起一连三天，SK 海力士 (7 月 29 日)、三星电子(7 月 30 日)、日本铠侠(7 月 31 日) 将分别公布最新季度成绩单，料将缴近乎夸张的数字。接受《韩联社》Infomax 调查的 14 家券商平均预期，SK 海力士今年 Q2 营收约 84.1 兆

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