天天财经-提供金融入门知识-投资理财技巧-科技

研调：Apple领跑Edge AI智慧手表市场 2026年Q1渗透率达25%
2026-07-09 网络阅读（91）
研调机构 Counterpoint Research 指出，2026 年第一季全球具备 Edge AI 功能的智慧手表出货量较去年同期成长 70%，市场渗透率达 25%，其中苹果 (AAPL-US) 领跑，约占第一季出货量 90
「HBM之父」：未来AI竞争看记忆体未来3D架构决胜散热与供电中美会追赶上来
2026-07-09 网络阅读（116）
被韩媒誉为「HBM 之父」的韩国科学技术院 (KAIST) 教授金正浩 (Kim Jung-ho) 醉心表示，AI 的本质就是记忆体。他在接受《东亚日报》专访时提出上述颠覆性观点时指出，过去业界过度聚焦模型算法与 GPU 算力，但当大模型实际运行时，注意力机制、上下文缓存 (KV Cache) 与推论生成的每一个环节，都高度依赖记忆体系统的支撑。金正浩表示，HBM 透过将多层 DRAM 垂直堆叠，大幅拓展资料传输的「车道数」，并生动比喻称「传统记忆像 8 道高速公路，HBM 则是 1024，
韩股高点修正30%无阻热度！SK海力士ADR传超额认购逾7倍 7月13日正式交易
2026-07-09 网络阅读（101）
知情人士透露，SK 海力士 (SK Hynix) 赴美发行的美国存托凭证 (ADR) 获得市场热烈追捧，目前认购倍数已超过七倍，而该公司预定周四 (9 日) 完成定价。彭博引述的消息人士表示，此次发行 1.779 亿股 ADR，吸引包括全球长线基金、科技产业专注型基金、主权财富基金，以及聚焦亚洲市场的国际投资机构踊跃认购。根据 SK 海力士稍早向美国证券交易委员会 (SEC) 提交的文件，每 1 股 ADR 代表十分之一股普通股。以 SK 海力士周三在韩国收盘每股 207.6 万韩元 (约
Waymo再攻4座美国城市扩张脚步领先特斯拉与Zoox
2026-07-09 网络阅读（118）
Waymo 宣布未来几周将进军美国 4 座新城市，持续扩大全自动驾驶计程车版图。随着累计自驾载客突破 2,000 万趟，Waymo 加速布局市场，也进一步拉开与特斯拉、Zoox 等竞争对手的差距。
华尔街抢疯了！SK海力士280亿美元ADR数倍超额认购
2026-07-08 网络阅读（91）
《路透》报导，南韩记忆体大厂 SK 海力士 (SK Hynix) 美国存托凭证 (ADR) 发行案获市场热烈追捧。知情人士透露，由于投资人认购需求已数倍超过发行规模，公司已于美东时间周三 (8 日) 下午完成簿记(Bookb
美国半导体制造面临人才荒 2030年缺口达15.7万人
2026-07-08 网络阅读（98）
根据麦肯锡 (McKinsey & Co.)、国际半导体产业协会 (SEMI) 及美国国家科学基金会 (NSF) 的最新报告，美国正面临严峻的高阶技术人才短缺。这项危机若无法获得解决，将威胁到全美价值数十亿美元的新半导体厂建设，并
三星财报引爆半导体杀盘瑞穗：市场反应过度关键在台积电与ASML
2026-07-08 网络阅读（89）
瑞穗证券 TMT 产业分析师克莱恩（Jordan Klein）表示，投资人对三星电子第二季初步财报的反应明显过度，他认为近期半导体类股的抛售潮，仅是市场动能消退后的获利了结卖压，而非产业基本面恶化所致。克莱恩表示，尽管三星营收可能不如预期，但若排除一次性奖金支出，其营业利益表现其实相当强劲，估计记忆体业务的隐含营业利益率超过 80%。他强调，三星单季营业利益甚至超过过去三年总和，若仅因初步财报数据而随之起舞，显得极为短视。克莱恩分析，三星营收疲软更可能源于行动装置、电视及 LCD 面板业务
AI疑虑重击全球涨幅王！韩股Kospi遁入熊市高档回吐20%
2026-07-08 网络阅读（124）
在投资人正重新评估人工智慧 (AI) 需求前景之际，南韩 Kospi 指数周三 (8 日) 开盘勉力上涨，但很快就失去动能，盘中最深跌 5.7%，距离历史高点回跌 20%，遁入技术性熊市。 Kospi 终场下跌 5.35%，权值股三星电子重挫 6.9%，SK 海力士跌 5.7%。南韩是全球今年表现最佳的股市，但大部分涨势建立在两大晶片股上，因此对半导体风向转变特别敏感，而放大涨跌的杠杆 ETF 风行，更加剧韩股的波动性。三星电子本周稍早公布上季获利暴增为 19 倍，尽管表现亮丽，股价依然重挫，
AI就业末日论变狼来了？奥特曼、阿莫迪改口捧人类生产力
2026-07-08 网络阅读（103）
曾几何时，矽谷的 AI 巨头们是一群悲观的「末日预言者」，然而，进入 2026 年中，这股铺天盖地的「就业末日论」竟戛然而止，取而代之的是 AI 产业链集体的叙事大转向。 OpenAI 执行长奥特曼曾公开警告大量白领岗位即将「彻底消失」；Anthropic 执行长阿莫迪更断言半数入门级工作将在 5 年内化为乌有；Palantir 掌门人亚普则直言，唯有天生的异类才能在 AI 时代生存。事实上，就业市场的现实远比末日预言冷静。根据高盛等机构的追踪研究，历次技术革命均伴随着新生态的诞生，AI 驱动
KOSPI续挫5.4%逼近技术性熊市！韩监管单位：半导体族群过度集中成加剧波动核心风险
2026-07-08 网络阅读（126）
南韩综合股指 (KOSPI) 周三 (8 日) 收盘下跌 409.53 点，跌幅 5.35%，报 7246.78 点，该指数盘中一度触发「临时停牌」机制，目前已较 6 月高点回落约 20%，逼近技术性熊市，监管机关同时召开紧急会议，警告半导体族群过度集中已成为放大市场波动的核心风险。 KOSPI 周三盘中一度重挫 5.7%，创 5 月 20 日来新低，随后在晶片股反弹带动下收复部分失地，但离 6 月 22 日创下的历史高点仍下跌约 15.6%。 SK 海力士盘中最大跌幅达 5%，三星电子跌幅一度

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