天天财经-提供金融入门知识-投资理财技巧-科技

AI开始设计保养品与饼干欧莱雅、Oreo母公司都在抢用
2026-07-07 网络阅读（84）
在消费偏好瞬息万变与市场竞争激烈的双重压力下，全球消费品巨头正积极寻求变革，将人工智慧（AI）技术导入产品研发流程，从美妆保养到休闲食品，AI 正以前所未见的速度重塑产业样貌。包含雀巢、赫力昂 (Haleon)、欧莱雅以及亿滋国际等产业龙头均已证实，AI 不仅是提升研发效率的关键技术，更是应对供应链脆弱性与加速产品上市的重要战略抓手。过去几年，欧莱雅集团率先在实验室中引入 AI 技术，透过预测分子对皮肤与头发的潜在功效，成功筛选出全新的活性成分。欧莱雅消费品部门总裁 Fabrice Meg
〈财报〉超越辉达！三星Q2营业利润飙1810% 为去年两倍有余但开盘遇压挫6.3%拖累韩股
2026-07-07 网络阅读（102）
南韩科技巨头三星电子今 (7) 日公布 2026 年第二季初步财报，合并营收达 171 兆韩元(约 1118 亿美元)，年增 129.3%、季增 27.7%，营业利益高达 89.4 兆韩元(约 584 亿美元)，年增 1810%，连三季刷新单季新高纪录，且是去年全年利润 43.6 兆韩元的两倍之上，并超过 2023 至 2025 三年利润总和。亮眼表现主要受设备解决方案 (DS) 半导体部门带动，AI 伺服器需求爆发推升 HBM 与 DRAM 价格走强，DS 部门单季营业利益估达约 80 兆韩
记忆体价格暴涨300% 中国硬碟价格水涨船高
2026-07-07 网络阅读（96）
在被誉为「中国电子第一街」的深圳华强北，电竞玩家徐绍安最近准备玩一款 3A 游戏，计划升级一下电脑，他发现一套 32GB 的 DDR5 记忆体双通道组合已经涨到近人民币 4,000 元，比去年贵了三四倍，
大摩：铠侠BiCS-10量产 AI储存升级跨出关键一步
2026-07-07 网络阅读（88）
铠侠（Kioxia）正式启动新一代 BiCS-10 NAND 快闪记忆体量产，获得摩根士丹利高度关注。大摩认为，BiCS-10 的量产象征铠侠在下一代 AI 资料中心储存市场迈出关键一步，透过介面速度、储存密度与能效的全面提升，强化企业级 SSD 的竞争力。不过，大摩也指出，短期营运表现仍将主要由 BiCS-8 产品支撑，BiCS-10 的真正价值将反映在未来数年的产品升级与企业级业务布局。铠侠与 SanDisk(SNDKV-US) 上周宣布，已在北上工厂 K2 晶圆厂正式启动 BiCS-
DeepSeek 生态补强开源AI程式助手Deep Code上线
2026-07-06 网络阅读（107）
一款名为 Deep Code 的第三方开源 AI 程式编写助手，近日正式被 DeepSeek 官方 API 文档收录，引起开发者社群广泛关注。该工具被视为 DeepSeek 专属的「Claude Code」，旨在透过深度
世界经济论坛发布2026十大新兴技术报告：AI、量子运算、精准医疗引领未来
2026-07-06 网络阅读（87）
世界经济论坛（WEF）与 Frontiers 发布《2026 年十大新兴技术》报告，聚焦 AI 世界模型、个人化 mRNA 癌症疫苗、格基密码学、直接提锂、外泌体药物递送等十项关键技术，并提醒技术发展的成败将取决于信任、监管与公平等治
行不通！日本防务预算激增引多方角逐！三菱重工执行长：车厂转产无人机不可行
2026-07-06 网络阅读（125）
随着日本防卫预算大幅扩张，无人机产业成为各方瞩目的新战场，但该国最大军工承包商三菱重工执行长伊藤英作却泼冷水警告，将经营不善的汽车工厂改造为无人机生产基地的提议根本行不通，恐沦为浪费纳税人资金的白象工程。《金融时报》报导，日本防卫省在本财年将无人装备的采购预算大幅提升近两倍至 2770 亿日元 (约 17 亿美元)，吸引了众多海外无人机大厂与本土新创企业积极抢进，期望能在日本市场分一杯羹。针对近期流传的「闲置车厂转型」方案，伊藤英作直言不讳地提出批评指出，汽车与无人机的生产逻辑存在巨大鸿沟。
ICML 2026开幕扩散模型包揽大奖 DeepSeek成为焦点
2026-07-06 网络阅读（111）
2026 年度国际机器学习大会 (ICML 2026) 于南韩首尔 COEX 会议展览中心举行。做为与 NeurIPS、ICLR 并列的 AI 领域三大顶会，今年的获奖名单不仅表彰了技术贡献，更释放出 AI 研究正从「快速膨
记忆体双雄迎关键周：三星Q2获利可望飙17倍、SK海力士赴美上市
2026-07-06 网络阅读（89）
韩股两大权值股三星电子与 SK 海力士，将在三天内接连迎来重大事件：三星将于周二（7 月 7 日）公布第二季初步财报，SK 海力士则将于周五（7 月 10 日）在美国纳斯达克挂牌发行 ADR。两大事件不仅攸关韩股近期剧烈震荡能否告一段落，更将成为全球记忆体产业景气与相关类股后市走向的重要风向球。在全球人工智慧浪潮与资料中心建置需求的疯狂推动下，华尔街市场目前普遍预期，三星电子第二季的初步获利将创下历史新高。根据伦敦证券交易所集团汇整的分析师共识预测，三星第二季营收预计将达到 170 兆韩元左
三星、SK海力士都在冲层数铠侠为何只做332层？答案藏在AI商机
2026-07-06 网络阅读（97）
日本记忆体晶片大厂铠侠（KIOXIA）宣布，其第 10 代 BiCS FLASH 3D NAND 快闪记忆体技术（以下简称 BiCS10）已开始向客户交付样品。首款送样的晶片为 1Tb（Terabit）三层单元（TLC）颗粒，由位于日本岩手县的北上工厂第二期（Fab2）负责生产，并预计于 2027 年实现全面量产。这项发表虽然看似是半导体制程的常规升级，但若深入剖析，背后却隐藏着铠侠在竞争对手盲目追求「层数竞赛」时，一次极具战略眼光的商务算盘，同时也预示着整个快闪记忆体产业，在人工智慧（AI）

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