天天财经-提供金融入门知识-投资理财技巧-科技

就业率95%！韩国半导体职业高中获青睐
2026-07-13 网络阅读（89）
据韩国《东亚日报》报导，忠清北道阴城郡忠北半导体高中体育馆内 10 日（上周五）人头攒动，450 余名家长与学生不惧倾盆大雨，从首尔、釜山、蔚山等地赶赴招生说明会。
美国AI公司危险了？高盛看好中国AI崛起：「这三家公司」成最大赢家
2026-07-13 网络阅读（88）
高盛最新报告指出，中国开源 AI 模型已快速逼近全球顶尖专有模型，DeepSeek、智谱 GLM 与 MiniMax 等业者凭借低成本、高效率及开源策略加速崛起。高盛预估，中国 AI 模型 API 与订阅市场规模将于 2030 年增至 8,790
驳Rubin Ultra延迟传闻！黄仁勋亲赴大摩路演：季度收入逼近千亿美元辉达增速还在加快
2026-07-13 网络阅读（82）
摩根士丹利 (下称大摩) 上周在加州举办辉达非交易路演(NDR)，这场会议因执行长黄仁勋、财务长 Colette Kress 及投资人关系负责人 Toshiya Hari 亲自出席而释放强烈讯号：辉达意图正面回击市场对产品进度延迟、ASIC 竞争蚕食及增长可持续性的种种疑虑。黄仁勋在会中传递辉达的增长不仅未见顶，反而正在加速的积极讯号。大摩分析师 Joseph Moore 随后发布报告形容会议「气氛积极」。报告指出，即便辉达单季收入已逼近 1000 亿美元天价，管理层仍以「增长加速」定调当前
没它EUV光刻机难工作！中国宣布限制氦气出口全球晶圆制造供应链压力再升级
2026-07-13 网络阅读（86）
中国官方近日发布公告，正式宣布将对面向全球市场的氦气供应实施出口限制措施。尽管业内评估认为，受限于中国在全球氦气市场占比有限，此举不至于对全球晶圆代工产业造成灾难性冲击，但在 AI 热潮推升晶片需求之际，无疑将使本已脆弱的全球半导体供应链进一步紧缩。氦气是半导体制造不可或缺的核心原料，广泛应用于气相沉积、晶圆冷却与刻蚀等关键制程，难以找到物理特性完全匹配的替代品，尤其在产业最前端，氦气肩负为极紫外光 (EUV) 光刻机降温的重任，这类超高精密设备运转时产生巨量热能，唯有依靠氦气才能高效导出。因
本周操盘笔记：美关键通膨与零售数据、中国GDP、美股财报季开跑
2026-07-12 网络阅读（88）
未来一周，市场将迎来一系列重要经济数据、企业财报及中东局势发展，这些都将考验美股韧性。美国通膨数据将成为关键经济数据，投资人将借此评估联准会 (Fed) 是否或何时会升息，并关注中东局势发展对油价影响。此外，美国各大银行将拉开第二季财报季的序幕，市场看好该季将表现强劲。与此同时，亚洲也将迎来一系列经济数据，其中最受关注的是中国即将公布的一系列数据，这些数据将为了解世界第二大经济体的健康状况提供新的线索，加拿大和南韩央行也将分别在周三 (15 日) 与周四 (16 日) 公布最新利率决议。本周
三星抢攻AI晶片商机！将龙仁首座晶圆厂投产提前一年
2026-07-12 网络阅读（126）
三星电子宣布将南韩龙仁半导体国家产业园区首座晶圆厂量产时程提前至 2029 年，较市场预期至少提前一年，配合南韩政府加速供电、供水等基础建设，全力抢攻 AI 晶片需求。龙仁园区未来将建置六座晶圆厂，成为三星下一世代半导体制造核心
能效是A100十倍！SK海力士发表忆阻器「存算一体」SoC晶片专家：边缘AI功耗革命来了
2026-07-12 网络阅读（104）
近日，南韩 SK 海力士联手美国新创公司 TetraMem 及南加州大学，发表基于忆阻器 (memristor) 的存内计算(IMC)SoC 晶片，专攻边缘 AI 设备神经网路推理。相关论文已刊载于《Advanced Intelligent Systems》。这款晶片采 65 奈米制程，内建嵌入式 RISC-V 处理器与 10 个 NPU，9 个执行标准运算，1 个专为深度可分离卷积 (DWC) 优化，采锯齿形交叉阵列实现 28 组独立 3×3 卷积并行运算。上述研究团队以双子阵
川普T1手机实测曝！采Snapdragon 7 Gen 3晶片跑分、GPU远落后Google Pixel 10a
2026-07-12 网络阅读（77）
LTT Labs 最新实测指出，川普行动（Trump Mobile）推出的 T1 手机实际以宏达电 HTC U24 Pro 为基础打造，搭载 Snapdragon 7 Gen 3 处理器。Geekbench、3DMark 等测试显
三星2奈米策略大转弯？不再与台积电拚首发、1.4奈米延至2029年
2026-07-12 网络阅读（123）
三星电子最新 Exynos 路线图曝光，首度放弃抢先量产策略，将 2 奈米制程延续三代，1.4 奈米延至 2029 年，较台积电晚一年，聚焦提升良率。同时，三星加速布局 AI PC 市场，代号 GAIA 的 AI 晶片预计 2027 年量产，并持续深
韩国金融稳定风险评估：股市估值飙至历史极端会重演1997年亚洲金融危机吗？
2026-07-12 网络阅读（109）
1996 年，南韩宏观经济数据看似无懈可击，GDP 成长率 8%、通膨温和、政府债务仅占 GDP 不到 8%，但结构性裂痕正在扩大：DRAM 价格暴跌重创出口，财阀连环违约，银行坏帐攀升，叠加亚洲金融危机引发的外资挤兑，最终导致该国陷入工业化以来最严重的衰退。三十年后，南韩在多个方面与 1996 年时呈现惊人相似性：出口高度依赖半导体 (占比达 41%，为 1996 年的 2.5 倍)、股市在大幅上涨后急跌 (KOSPI 十四个月涨近四倍后回档 20%)、外资持股与外债规模处于历史高位。 19

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