天天财经-提供金融入门知识-投资理财技巧-科技

华为迎来最强对手！字节跳动杀进智驾世界模型成最大武器
2026-07-15 网络阅读（93）
字节跳动正式跨入自动驾驶领域。根据《36 氪》报导，字节跳动正积极布局自动驾驶技术，相关研发由 Seed 世界模型团队主导，并由前阿里通义大模型技术负责人周畅领军。随着高阶智慧驾驶逐渐成为中高阶车款的标配，甚至开始下探至 10 万元人民币以下市场，自动驾驶已成为车厂与科技公司竞逐的核心技术。在华为、小米、百度及多家智驾企业激烈竞争之际，字节跳动选择此时进场，也意味着中国智慧驾驶市场再添重量级玩家。「舱驾一体」补齐最后一块拼图目前字节跳动在汽车领域的布局主要集中于智慧座舱与汽车云服务。早在
从「取代恐慌」到「部署元年」！中国人形机器人登陆欧洲轻资产模式撬动百亿市场
2026-07-15 网络阅读（96）
近日，一场人形机器人发布会在伦敦登场，来自上海的具身智能企业智元机器人 (AgiBot) 面向欧洲市场推出合作伙伴平台，展示自家人形机器人产品线，这不仅是中国机器人企业出海的单一案例，更是产业大规模西进的缩影。除软体工具平台外，智元还力推「机器人即服务」(RaaS) 模式，以订阅制降低企业尝试门槛。西班牙代理商 Airight Spot 技术长 Pau Montagut Bofi 表示，中国厂商竞争力已超越硬体本身，更在于完整的生态系与推动开源机器人技术的努力。根据中国海关数据显示，今年
SK海力士首尔暴涨逾11%！韩股Kospi开盘升7% 日本晶片股也欢涨
2026-07-15 网络阅读（89）
亚洲科技股追随美国半导体股前一日反弹走势，周三 (15 日) 强力上涨，SK 海力士领军暴涨逾 11%，三星电子及日本晶片股也同步拉升。 SK 海力士周三开盘暴涨 11.76%，截稿前仍有 10.45% 涨幅。SK 海力士周一才因投资人获利了结，加上市场对人工智慧 (AI) 支出前景忧虑升温，创下史上最大单日跌幅。南韩同业三星电子上涨 6.8%，首尔半导体劲扬 6.4%。日本晶片股方面，爱德万测试 (Advantest) 上涨 4.2%，Lasertec 劲扬 6.4%，Disco 涨 2.
AI股市荣景变警示：韩股杠杆失控放大波动 SK海力士暴跌引发全球连锁反应
2026-07-15 网络阅读（89）
南韩由 AI 驱动的股市繁荣正演变成一则深刻的警示故事。当杠杆成为比基本面更强大的市场力量，危机悄然酝酿。数据显示，南韩记忆体晶片巨头 SK 海力士周一 (13 日) 股价创纪录暴跌 15%，迫使与其挂钩的杠杆产品经理人被迫抛售数十亿美元股票以重新平衡投资组合。这股抛售潮短短三周助推南韩综合股指 (Kospi) 重挫 25%，完全暴露了保证金贷款、单只股票杠杆 ETF 与高度集中的指数权重如何相互缠结，放大市场的双向波动。南韩处于全球 AI 硬体供应链的核心，SK 海力士与三星电子在 Kos
AI减赤2.2兆美元？布鲁金斯学会曝五大反噬效应：难！逾半数红利恐已蒸发
2026-07-15 网络阅读（113）
布鲁金斯学会与联准会经济学家最新研究指出，AI 虽有望在 2036 年前协助美国减少 2.2 兆美元财政赤字，但人口老化、劳动市场变化、利率攀升及国防支出增加等五大因素，恐抵销超过一半效益，AI 难以单独化解美国财政困境。
「AI算力过剩论」再遭数据反驳！Nebius签10亿美元长约锁定至2029年、Meta豪掷500亿扩建
2026-07-15 网络阅读（92）
欧洲云端 AI 算力领导者 Nebius Group NV 周二 (14 日) 宣布，该公司已经跟由两位谷歌 DeepMind 前研究员创立的 Reflection AI 签署至少逾 10 亿美元的 AI 算力基础设施供应协议，合约持续至 2029 年。根据声明，Reflection 将获取围绕辉达 GB300 AI 晶片打造的高效能算力集群。受此利多刺激，Nebius 股价盘前一度大涨超 5%。 Nebius 此举以及前一日 Meta 宣布将路易斯安那州 Hyperion 资料中心园区投资从
驳AI泡沫说荒谬！孙正义预言2040年占全球GDP两成 100兆个AI代理人将接管世界
2026-07-15 网络阅读（114）
日本软银集团 (SoftBank Group) 执行长孙正义周二 (14 日日) 表示，到 2040 年以前，全球每年将需要投入 5 兆美元发展人工智慧 (AI)，有关 AI 正在形成泡沫的说法简直「荒谬」。软银过去两年大规模布局 AI，希望成为 AI 时代的核心平台，除了向 OpenAI 投入数百亿美元资金，也持续为资料中心提供融资，并投资多家机器人公司。孙正义周二在软银年度企业大会说示：「每年需要 5 兆美元，也就是约 800 兆日元，你可能会觉得这是在胡说，但我有信心，这就是未来所需的
南韩央行驳斥半导体见顶论！AI驱动需求持续超越供给、SK海力士股价暴跌
2026-07-14 网络阅读（123）
SK 海力士股价暴跌逾 15%，市场忧心 AI 半导体景气见顶。不过南韩央行表示，AI 基础建设需求持续推升半导体市场，目前仍处于供不应求状态，HBM 等高阶记忆体供给受限，预期 AI 驱动的半导体超级周期将延续。市场后续将聚焦微软、A
南韩央行力挺AI晶片超级周期驳斥「见顶论」并预期景气将长红
2026-07-14 网络阅读（97）
南韩央行周一 (13 日) 发文，强势反驳市场对于半导体景气已经见顶的担忧，明确指出由人工智慧 (AI) 驱动的「超级周期」(Super Cycle) 预计将持续更长时间，这项判断较央行先前的预测更为乐观。
SK海力士获利预估遭砍11% 为何券商仍喊买、坚守420万韩元目标？
2026-07-14 网络阅读（99）
近期全球记忆体市场震荡加剧，SK 海力士再度成为市场焦点。未来资产证券最新报告将其 2026、2027 年营业利益预估分别下修 10.8% 与 13.4%，引发市场对 AI 记忆体热潮是否降温的讨论。不过，该机构仍维持「买进」评等及 420 万韩元目标价，显示虽短期获利预期下修，但仍看好 AI 带动的长期成长趋势，认为产业基本面未出现根本性改变。市场担忧的源头，主要来自于该券商将 SK 海力士 2026 年第二季的营收预测下调了 8.8%，营业利润预测更下调了 11.8%，导致营业利益率从原先

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"https://cimg.cnyes.cool/prod/news/6534238/l/daa27f57be9ed3dda40e9cd21ee8b1e8.jpg", "description": "近期全球记忆体市场震荡加剧，SK 海力士再度成为市场焦点。未来资产证券最新报告将其 2026、2027 年营业利益预估分别下修 10.8% 与 13.4%，引发市场对 AI 记忆体热潮是否降温的讨论。不过，该机构仍维持「买进」评等及 420 万韩元目标价，显示虽短期获利预期下修，但仍看好 AI 带动的长期成长趋势，认为产业基本面未出现根本性改变。市场担忧的源头，主要来自于该券商将 SK 海力士 2026 年第二季的营收预测下调了 8.8%，营业利润预测更下调了 11.8%，导致营业利益率从原先", "createdAt": "2026-07-14T07:30:32.000Z", "author": "网络", "pv": 99, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }