天天财经-提供金融入门知识-投资理财技巧-科技

业内专家：RISC-V凭借模组化优势迎来产业风口
2026-07-24 网络阅读（99）
随着人工智慧 (AI) 技术的演进，AI 算力的需求正从单纯的效能比拼转向以「价值」为主导。当前开发者与下游客户的关注点已延伸至降低 Token 成本、缩短开发周期及优化业务耦合度。
韩股暴跌近6%又见熔断日股下挫1800点！关税、油价与AI疑虑三重打击
2026-07-24 网络阅读（108）
美国总统川普对 60 个贸易伙伴祭出的新关税正式生效，引发市场对全球贸易前景的忧虑，再加上油价飙升及人工智慧 (AI) 行情震荡，都进一步打击投资人信心，亚洲股市周五 (24 日) 大幅下跌，日本、南韩领跌。南韩 Kospi 指数开低走低，盘中一度触及熔断，截稿前下跌 5.7%，几乎抹去本周稍早涨幅，暂报 6692.54 点。重量级半导体股跟随美国同业走弱，SK 海力士重挫 8.3%，三星电子下跌 7.6%。日经 225 指数下跌超过 1800 点或 2.7%，暂报 64604.84 点，迈
美中小科技业者联名反对封杀中国AI模型白宫内部意见分歧
2026-07-24 网络阅读（92）
约 200 家矽谷初创公司周三 (22 日) 联名致信美国总统川普及其政府官员，敦促白宫切勿封锁对中国开源权重 (open-weight) 人工智慧模型的访问权，警告此举将对美国下一代初创生态系统造成致命打击，据《politico》报
SK海力士、三星、铠侠财报下周连发记忆体三雄能否平息AI过热疑虑？
2026-07-24 网络阅读（92）
南韩记忆体双雄 SK 海力士 (SK Hynix) 与三星电子 (Samsung Electronics)、日本同业铠侠 (Kioxia Holdings) 都将在下周发布财报，将成为市场检验投资人对记忆体晶片需求信心的重要指标。南韩股市如今已成为全球 AI 投资情绪的风向球，但在杠杆资金大举押注下，市场正剧烈震荡。同时，市场也愈来愈担忧 AI 题材涨势过热所带来的波动风险，例如铠侠市值已在短短数周内腰斩。汇丰 (HSBC) 分析师指出，高频宽记忆体 (HBM) 价格持续上涨，以及 AI 关
SK集团成立AI资料中心子公司豪砸7500亿韩元、首阶段拚15GW
2026-07-24 网络阅读（100）
SK 电讯（SKT）周四（23 日）宣布成立 AI 资料中心业务开发子公司「SK Hyper」，并计划在 2030 年前投入 7500 亿韩元资金。这也是 SK 集团于 7 月 5 日提出「2035 年前建成 15GW AI 资料中心」发展策略后，推动相关布局的重要一步。 SK Hyper 由 SK 电讯 100% 持股，公司名称代表「超越所有界限、开启无限可能」的愿景，也反映出集团希望以超大规模方式快速拓展 AI 资料中心业务的目标。作为 SK 集团 AI 资料中心策略的执行主体，SK Hyp
科技七雄重挫恐创川普关税风暴后最大单日跌幅
2026-07-24 网络阅读（98）
美股「科技七雄」遭遇沉重卖压，在特斯拉财报不如预期、Alphabet 大幅提高资本支出及国际油价飙破 100 美元等利空夹击下，相关 ETF 重挫逾 4%，恐创去年 4 月以来最大单日跌幅。
AI支出再升级为何辉达没涨？市场资金轮动成关键
2026-07-24 网络阅读（90）
Alphabet 大幅上调资本支出展望，市场预期 AI 基础建设投资将持续升温，原本有利辉达等 AI 晶片业者。不过，资金轮动转向记忆体与晶片供应链，辉达股价反而走弱，凸显 AI 概念股资金布局出现新变化。
中国恢复核发无人计程车许可百度、小马智行股价齐走高
2026-07-23 网络阅读（109）
根据外媒周四 (23 日) 报导，中国在暂停核发数月后，已开始重新发放无人计程车 (Robotaxi) 测试许可，显示监管机关完成产业安全审查后，正逐步让自驾车业者恢复扩张，并重新将尖端科技列为政策重点。
三星巨额奖金掀骨牌效应！南韩工会抢分AI红利现代汽车喊出「机器人别想进厂」
2026-07-23 网络阅读（144）
三星电子对工会让步，发放逾 40 万美元奖金给部分员工后，南韩劳工工会掀起新一波争取高额分红浪潮。这股浪潮最初源自工会要求三星电子与 SK 海力士 (SK Hynix) 等两大晶片制造商，分享人工智慧 (AI) 热潮带来的庞大利润，如今已扩散至与 AI 几乎无关的产业，也再次凸显南韩向来强大的工会势力，为投资人带来的潜在风险。彭博报导，光是本周，现代汽车 (Hyundai Motor) 生产线员工便发起为期三天的部分罢工，要求公司将合并获利最高 30% 提拨作为员工奖金。无独有偶，HD 现代
记忆体晶片普涨中国多款高阶手机涨价超过1,000元
2026-07-23 网络阅读（134）
近期受全球记忆体晶片等半导体元器件成本上涨影响，中国智慧手机市场出现一轮价格调整。当前正值暑期消费旺季，深圳各手机门市客流显著上升。

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