天天财经-提供金融入门知识-投资理财技巧-科技

苹果前首席设计师操刀打造！法拉利首款纯电动车Luce登场要价2041万起跳
2026-05-26 网络阅读（63）
当欧美车厂纷纷放缓电动化脚步之际，义大利豪华跑车品牌法拉利 (Ferrari) 正式打破 88 年传统，发表品牌史上首款纯电动车型 Luce(义大利语意为「光」)，新车定价 55 万欧元(约 2041 万台币)，预计今年第四季启动交付，剑指中国等高燃油税市场及科技新贵客群。这家欧洲市值最高的汽车制造商携手曾为苹果首席设计师 Jony Ive 创办的 LoveFrom 工作室共同开发，采用极具未来感的「玻璃屋 (Glass House)」设计，车顶与中控大面积涵盖康宁玻璃，搭配后开式对开门与飞桥
记忆体暴涨韩美狂吃肉日本为何沦落只剩汤？
2026-05-26 网络阅读（54）
全球半导体产业正迎来一波由人工智慧（AI）引爆的「超级景气周期」。这场大浪潮，韩美科技大厂成为最大受益者，赚得盆满钵满；曾经的世界记忆体霸主—日本，却只喝到了汤。盘点各大厂表现，南韩记忆体巨头 SK 海力士在过去一年半内股价暴涨近 10 倍，市值逼近千亿美元大关；三星电子单季营业利润年增率更飙破 750%，写下南韩企业史上的获利新猷；美国记忆体龙头美光（Micron）股价也连续多日改写历史新高。在这波记忆体暴涨的「史诗级行情」中，南韩与美国企业无疑是最大的赢家。然而，对比之下，曾
「人形机器人第一股」快来了？上交所下周一审议宇树科技IPO 谁是背后超级赢家？
2026-05-26 网络阅读（52）
人形机器人赛道即将迎来 A 股里程碑时刻，上交所周一 (25 日) 晚间公告指出，将于 6 月 1 日召开 2026 年第 31 次审议会议，审核宇树科技科创板 IPO 上市申请，这家 2016 年从杭州滨江一间 50 平方公尺办公室起步的机器人公司，距离拿下「人形机器人第一股」称号只剩下临门一脚。宇树 IPO 推进堪称火箭速度；今年 3 月 20 日上交所正式受理申请，至 6 月 1 日上会仅间隔 66 天。本次由中信证券保荐，拟募资 42.02 亿元 (人民币，下同)，投向智能机器人模型研
明早十点截止！三星电子薪资协议投票倒数第三大工会却向法院提禁制令要求暂停
2026-05-26 网络阅读（49）
三星电子最大两个工会针对临时薪资协议的电子投票进入第五天，投票率截至周一 (25 日) 下午 5 时 10 分已达 87.4%，协议能否顺利过关却因第三大工会提出法律行动而出现变数。韩媒最新报导指出，代表智慧手机、电视与家电等非半导体部门的「同行工会」已向法院声请禁制令，试图叫停半导体部门员工正在进行的绩效奖金上调投票，理由是该工会遭「超企业工会」排除在表决资格之外，违反先前联合谈判精神。这份临时薪资协议是上周三 (20 日) 三星劳资双方在罢工启动前最后一刻达成，内容包含平均薪资调涨 6.
5.3兆蓄势待发！三星、SK海力士杠杆ETF周三登场韩监管机构：警惕集中、波动、流动性危机
2026-05-26 网络阅读（57）
南韩金融市场周三 (27 日) 将迎来新商品，三星资产管理、未来资产等八大投信公司将同步推出共 16 档锁定三星电子与 SK 海力士的单一标的杠杆及反向 ETF，未来资产证券另将发行 2 档 ETN，此举旨在将流至海外市场的散户资金导回国内，满足投资人对本土科技巨头的强劲投资需求。受惠 AI 浪潮业绩持续攀峰，三星电子与 SK 海力士深受散户青睐。市场分析师预估，逾 1400 万南韩散户中，看好 AI 趋势资金将大举涌入，这类新 ETF 的净流入规模可能高达 5.3 兆韩元 (约 35 亿美元
押注美伊达协议！韩股今开盘补涨狂飙逾3.4%突破8100点
2026-05-26 网络阅读（56）
韩股今 (26) 日开盘便缔造历史，综合股指 (KOSPI) 开盘一举冲破 8000 点大关，大涨逾 3.4%，一度涨高至 8114 点，再创历史新高，主要因为美伊局势缓和，投资人预期荷姆兹海峡有望重开，地缘风险溢价消退。韩股ㄓ在佛诞节假期休市一日后强势补涨，权值股三星电子与 SK 海力士领军冲锋，前者受惠于 AI 晶片需求持续火热，后者则因个股杠杆型 ETF 即将于周三 (26) 上市，吸引资金提前卡位。此外，中小型股同步走扬，Kosdaq 指数盘中涨幅达 3%。分析师指出，随着地缘紧张暂
强化AI效能！SK海力士发表「iHBM」散热解决方案拟用于HBM5等下一代产品
2026-05-26 网络阅读（57）
南韩记忆体巨头 SK 海力士今 (26) 日发布「iHBM」技术，该技术透过在高频宽记忆体 (HBM) 封装内嵌入整合式冷却零件(ICE)，大幅降低产品运行时的发热量。 ICE 由电气绝缘、导热性佳的矽基材料制成之冷却零件，透过提供额外散热路径，协助 HBM 封装有效排出热量。 SK 海力士打算将 iHBM 技术应用于 HBM5 等下一代产品，以满足高性能计算 (HPC)、AI 资料中心等高频宽应用场景的严苛散热管控需求，进一步提升整体系统的稳定性与运行效率。随着 HBM 技术朝着更高堆叠层数
大洗牌！半导体、造船取代金融股成为韩股分红新「息」望
2026-05-26 网络阅读（55）
韩股分红版图正经历结构性剧变，长期由金融股主导的分红格局，正快速转由半导体与造船等出口龙头接棒。南韩《每日经济新闻》周一 (25 日) 报导，随着 AI 热潮带动南韩企业获利飙升，叠加政府推动企业价值提升政策，市场分红规模持续扩张。根据金融资讯公司 FnGuide 数据，2025 财年三星电子与 SK 海力士合计现金分红达 12 兆韩元，占 KOSPI 及 KOSDAQ 总分红规模的 22%，2026 财年这一占比料将攀高至 36%。 AI 半导体超级周期带动相关企业业绩暴涨，成为分红扩张的
徒子徒孙纷上市！思格、超聚变与承泰在储能、算力、智驾全面开火「华为系」霸屏港股
2026-05-26 网络阅读（53）
2026 年中国资本市场出现罕见现象，尽管华为投资控股本身始终坚持不公开上市，但由该公司前员工创办或业务分拆而来的「华为系」企业，正以空前密度集体冲刺 IPO，并获得一、二级市场的高度追捧。半个月前，由华为前智能光伏业务总裁许映童创立的思格新能源正式登陆港交所，上市首日股价暴涨逾 103%，市值突破千亿港元。思格公开发售获 1102 倍超额认购，冻资超 3500 亿港元，创今年港股 IPO 认购倍数与冻资规模双重纪录。思格这家成立不足四年的储能企业，从零到拿下全球分布式光储一体机市场份额龙头
华为发表「韬定律」号称打破摩尔定律物理极限不仅仅实现「弯道超车」
2026-05-25 网络阅读（51）
中国半导体市场周一 (25 日) 迎来一日狂欢。科创 50 指数单日大涨 5.88%，中芯国际、华虹公司等权重股集体走强，多档半导体相关 ETF 创下历史新高。引发这场市场震荡的核心关键，是华为在国际电路与系统研讨会 (ISCAS 202

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"author": "网络", "pv": 57, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 559, "title": "大洗牌！半导体、造船取代金融股成为韩股分红新「息」望", "shortTitle": "大洗牌！半导体、造船取代金融股成为韩股分红新「息」望", "img": "https://cimg.cnyes.cool/prod/news/6470057/l/ef93c602022a9c58fba4bd0d3bfe12ec.jpg", "description": "韩股分红版图正经历结构性剧变，长期由金融股主导的分红格局，正快速转由半导体与造船等出口龙头接棒。南韩《每日经济新闻》周一 (25 日) 报导，随着 AI 热潮带动南韩企业获利飙升，叠加政府推动企业价值提升政策，市场分红规模持续扩张。根据金融资讯公司 FnGuide 数据，2025 财年三星电子与 SK 海力士合计现金分红达 12 兆韩元，占 KOSPI 及 KOSDAQ 总分红规模的 22%，2026 财年这一占比料将攀高至 36%。 AI 半导体超级周期带动相关企业业绩暴涨，成为分红扩张的", "createdAt": "2026-05-25T23:10:03.000Z", "author": "网络", "pv": 55, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 560, "title": "徒子徒孙纷上市！思格、超聚变与承泰在储能、算力、智驾全面开火「华为系」霸屏港股", "shortTitle": "徒子徒孙纷上市！思格、超聚变与承泰在储能、算力、智驾全面开火", "img": "https://cimg.cnyes.cool/prod/news/6469908/l/a9c809bdf6cbefa6ac8d997a2dd1a41d.jpg", "description": "2026 年中国资本市场出现罕见现象，尽管华为投资控股本身始终坚持不公开上市，但由该公司前员工创办或业务分拆而来的「华为系」企业，正以空前密度集体冲刺 IPO，并获得一、二级市场的高度追捧。半个月前，由华为前智能光伏业务总裁许映童创立的思格新能源正式登陆港交所，上市首日股价暴涨逾 103%，市值突破千亿港元。思格公开发售获 1102 倍超额认购，冻资超 3500 亿港元，创今年港股 IPO 认购倍数与冻资规模双重纪录。思格这家成立不足四年的储能企业，从零到拿下全球分布式光储一体机市场份额龙头", "createdAt": "2026-05-25T22:00:08.000Z", "author": "网络", "pv": 53, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 561, "title": "华为发表「韬定律」号称打破摩尔定律物理极限不仅仅实现「弯道超车」", "shortTitle": "华为发表「韬定律」号称打破摩尔定律物理极限不仅仅实现「弯道", "img": "https://cimg.cnyes.cool/prod/news/6470051/l/c70cbb4a5fb5c3ddcf4cc98d091fa15e.jpg", "description": "中国半导体市场周一 (25 日) 迎来一日狂欢。科创 50 指数单日大涨 5.88%，中芯国际、华虹公司等权重股集体走强，多档半导体相关 ETF 创下历史新高。引发这场市场震荡的核心关键，是华为在国际电路与系统研讨会 (ISCAS 202", "createdAt": "2026-05-25T14:40:03.000Z", "author": "网络", "pv": 51, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }