天天财经-提供金融入门知识-投资理财技巧-科技

联合国警示AI「灾难性危害」日内瓦峰会呼吁建立全球治理机制
2026-07-08 网络阅读（134）
面对人工智慧 (AI) 技术的突飞猛进，联合国秘书长古特雷斯 (António Guterres) 在本周于日内瓦召开的首届「人工智慧治理全球对话」中发出紧急呼吁，要求实施全面性的全球管控，以防范 AI 引发「灾难性危害」。
SK海力士赴美上市路演：AI时代最稀缺的并非GPU 而是HBM
2026-07-08 网络阅读（117）
SK 海力士本周正式启动美国上市路演。这家南韩晶片制造商希望借助投资者对炙手可热的记忆体晶片产业的强劲需求，完成此次发行。
三星财报亮眼却是「循环尽头」大摩唱衰估值再杀四成
2026-07-08 网络阅读（119）
三星电子第二季初步财报缴出亮眼成绩，营业利润年增约 19 倍、达 89.4 兆韩元，创历史新高，甚至超越辉达成为全球最赚钱的科技企业。然而，市场并未因此欢庆，反而引发南韩股市卖压。摩根士丹利在财报发布当天即出具报告指出，这并非单纯「利多出尽」，而是记忆体超级景气循环已逼近高峰，维持三星「减持」评级，为后市投下保守展望。大摩将三星目标价下调至 24.5 万韩元，较市场部分乐观机构的目标价存在 40% 以上的下跌空间，不仅是对三星的单一警示，更是对整个记忆体供应链投资策略的根本性调整。大摩指出，
华为「爆改」5奈米晶片不靠EUV效能直追1.4奈米
2026-07-08 网络阅读（97）
随着摩尔定律逼近物理极限、先进制程受限，华为发布「韬定律」（τ-Law）V2 论文，提出被业界称为可「爆改」5 奈米晶片的新技术路径。这套方法不再依赖制程微缩，而是以「时间缩微」重构晶片设计，在既有 5 奈米晶片上挖掘更高效能，被视为后摩尔时代突破晶片瓶颈的重要方向。长期以来，半导体产业的演进核心在于电晶体密度每两年翻倍的几何微缩。然而，面对美国对先进 EUV 光刻设备的严厉禁运，华为在制程节点上受到了极大限制。在无法透过传统手段缩小晶片尺寸的前提下，华为提出了以电路讯号切换时间常数
苹果首批折叠iPhone销售可能延至10月预售数量有限
2026-07-08 网络阅读（75）
针对最近苹果折叠机的传闻，群智咨询（Sigmaintell）移动事业部资深分析师王晓雅表示，预计今年秋季苹果将发布首款折叠机，发布时间没推迟，但首批销售的时间可能延后，且预售数量有限。
AI浪潮席卷全球为何微软、亚马逊与甲骨文等科技巨头却掀起「繁荣式裁员」？
2026-07-08 网络阅读（81）
全球科技业正面临一场吊诡的「繁荣式裁员」。即便营收与获利屡创新高，各大厂仍持续推进人员优化，市场普遍将矛头指向生成式 AI 对白领工作的加速替代。根据人力顾问机构 Challenger, Gray & Christmas(CG&C) 统计，今年 5 月全球科技业裁员规模已攀抵近年高点。 Layoffs.fyi 数据库显示，科技企业今年来披露的累计裁员人数已达到 12 万人左右，实际数字恐更高。这波裁员浪潮中，微软近期裁员并非孤例。Meta 早在 5 月便挥刀裁撤约 8000 人 (占员工总数
SK海力士ADR超抢手定价前传已获数倍超额认购
2026-07-08 网络阅读（90）
SK 海力士规模 280 亿美元的美国上市案，在周四 (9 日) 订价前已获得数倍超额认购。彭博引述消息人士报导，这家南韩记忆体晶片大厂此次发行，获得全球长线基金及科技主题投资人的强劲认购需求。据悉，约有 1,000 家机构投资人参与了周一举行的管理层行销说明会。 SK 海力士于周一 (6 日) 启动这项规模约 280 亿美元的美国存托凭证（ADR）销售计划，共发行 1.779 亿单位 ADR，定价基准参考其首尔普通股周五收盘价。此案可望缔造外国企业在美上市的最高集资纪录。该 ADR 换股比
SpaceX申请部署10万颗卫星建立AI时代空基通讯底座
2026-07-08 网络阅读（95）
美国联邦通讯委员会（FCC）官网的信披文件显示，全球民营航天龙头 SpaceX 已在本周正式申请 FCC 批准发射一个由 10 万颗卫星组成的第三代卫星星座。
三星顶规企业级SSD启动量产将供货辉达Vera Rubin
2026-07-08 网络阅读（79）
三星电子已开始量产旗下最先进的资料中心储存装置，将应用于辉达 (NVDA-US) 即将推出的 Vera Rubin AI 平台。这款产品为企业级固态硬碟（Enterprise SSD）PM1763，三星于今年稍早在辉达 GTC 大会首度亮相，并与新一代高频宽记忆体（HBM4）及低功耗 SOCAMM2 模组共同展示，作为其 AI 资料中心完整解决方案的一部分。三星周三 (8 日) 发布声明表示，PM1763 采用最新一代 V-NAND 快闪记忆体晶片，以及全新开发的 4 奈米控制器，读写速度较
美日韩晶片股近期大跌要怪中国记忆体厂商打入「果链」？市场过度反应还是恐惧？
2026-07-08 网络阅读（85）
全球记忆体股票近期遭罕见抛售，《彭博资讯》日前引述知情人士报导指出，苹果正与中国半导体厂商长鑫存储 (CXMT) 及长江存储 (YMTC) 展开谈判，拟采购 DRAM 及 NAND 芯片，主要用于在中国市场销售的 iPhone、iPad 及 Mac 设备，以缓解 AI 全球记忆体涨幅压力。消息一出，引发美日韩记忆体巨头股价集体重挫，SK 海力士跌 15%、三星电子跌 9%、日本铠侠跌 13%、美国美光科技跌 5%、威腾电子旗下闪迪 (SanDisk) 跌 14%。上述消息传出背景正值全球 A

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