天天财经-提供金融入门知识-投资理财技巧-科技

黄仁勋合作伙伴禾赛陷国安争议！美方忧中国光达成下一个华为
2026-07-08 网络阅读（85）
根据《CNBC》周二 (7 日) 报导，人工智慧 (AI) 竞赛正从大型语言模型延伸至机器人、自驾车与智慧工厂等「实体 AI」(Physical AI)应用，而负责让机器感知周遭环境的光达 (LiDAR) 感测器，也逐渐成为美中科技竞争
中国拟限制先进AI模型输出！传阿里巴巴、字节跳动等与官方磋商
2026-07-07 网络阅读（91）
中国政府正考虑进一步收紧人工智慧 (AI) 技术管制。据《路透》周二 (7 日) 引述知情人士报导，北京当局过去一个月已与阿里巴巴 (BABA-US)(09988-HK)、字节跳动及 AI 新创智谱(02513-HK) 等企业召开多场会议
Anthropic揭露Claude隐藏的思考空间「J-space」
2026-07-07 网络阅读（87）
Anthropic 公司近期发表了一项震惊 AI 学界的研究，揭示其人工智慧模型 Claude 在训练过程中，竟自发性地建立了一个名为「J-space」的内部推理空间。这项研究名为《可语言化的表征在语言模型中构成一个
SpaceX正式纳入那斯达克100指数低流通筹码恐放大科技股指波动率
2026-07-07 网络阅读（88）
SpaceX 将在美国时间周二 (7 日) 开盘前正式纳入那斯达克 100 指数，成为继辉达、特斯拉后又一重磅成分股。由于 SpaceX 上市初期具高波动特征且短期内无缘标普 500 指数，华尔街分析师警告此举恐进一步拉大那斯达克 100 与标普 500 指数之间的波动率价差。 SpaceX 上月 12 日透过直接上市登陆资本市场，那斯达克为其开辟「快速通道」放宽准入规则，但标普道琼指数公司拒绝修订上市时间与获利要求，意味 SpaceX 至少一年内无法纳入标普 500 指数。加拿大皇家银行资
高盛：AI下一站不在办公室在占99.5%的实体经济
2026-07-07 网络阅读（90）
长期以来，人工智慧 (AI) 的讨论多集中在软体、办公自动化与程式编写。然而，高盛投行部门在 2026 年发布的最新报告指出，AI 的下一阶段将从数位应用扩展到实体产业。
特斯拉擘画未来五年生活：FSD与Optimus双箭齐发重塑出行与渗透普通人日常
2026-07-07 网络阅读（99）
当科幻电影中无人驾驶的计程车与在家中穿梭打扫的人形机器人，不再只是科幻电影上的想像，真实世界的产业革命正悄然来临，特斯拉汽车工程副总裁 Lars Moravy 近日更给出明确时间表称，未来五年由全自动驾驶 (FSD)、Robotaxi、Cybercab 及人形机器人 Optimus 构成的「真实世界 AI」将彻底融入大众生活，重构出行、生产与家庭三大场景。外界常将自驾汽车与人形机器人视为两条独立的产品线，但特斯拉早已打通底层逻辑。 Moravy 强调，FSD 自驾神经网络正是 Optimus
半导体供需失衡背景下三星电子正考虑两件事
2026-07-07 网络阅读（86）
在全球 AI 算力需求爆发导致记忆体晶片供需严重错配之际，南韩三星电子打算将主力 DRAM 晶片第四季平均售价 (ASP) 大涨最多两成，同时受同业 SK 海力士即将在美国发行存托凭证 (ADR) 刺激，三星也正积极评估赴美上市筹资，以支应先进制程与 HBM 扩产资本支出。瑞银 (UBS) 最新预测，2027 年全球记忆体晶片需求增幅将达 36%，但供给产能增幅仅 19%，供需缺口持续扩大支撑高价常态。继今年前两季全球记忆体价格分别飙涨 90% 及 50% 后，花旗将三星 64GB 高阶伺服器
99万元机器人「伴侣」续航撑不过一晚？优必选：属行业普遍情况
2026-07-07 网络阅读（109）
近日优必选最新发布的全尺寸超仿生机器人 U1 备受外界关注，其中 U1 Ultra 男版价格高达人民币（下同）99 万元，续航却仅能维持 2 到 4 小时，「撑不过一晚」，遭外界质疑。
三星获利飙18倍股价仍重挫凸显「完美定价」市场焦虑
2026-07-07 网络阅读（113）
记忆体产业在 AI 热潮带动下迎来史上最强获利周期，但市场焦点正逐渐从「获利有多高」转向「是否还能持续更高」。全球最大记忆体制造商三星电子公布第二季初步财报后，虽然营收与获利双双优于市场预期，甚至营业利益年增高达 18 倍，仍未能满足市场早已垫高的期待，股价在韩股开盘后重挫，盘中跌幅一度逼近 8%，凸显当前 AI 概念股面临的「完美定价」压力。根据三星电子公布的第二季初步财报，截至 6 月底止三个月，营业利益达 89.4 兆韩元，约 580 亿美元，年增 18 倍，不仅远高于去年同期，也优于市
记忆体晶片涨价潮蔓延至消费端中国1TB固态硬碟涨至4,700元
2026-07-07 网络阅读（93）
记忆体晶片涨价带来的影响，已从上游供应链全面蔓延至消费终端，在中国杭州百脑汇电脑城，普通消费者正面临记忆体、硬碟涨价凶猛。

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