天天财经-提供金融入门知识-投资理财技巧-科技

Token成本下滑20%是AI泡沫警讯？企业失去定价能力、资本支出回报陷危机
2026-07-04 网络阅读（92）
追踪 AI token 支出的 Silicon Data LLM Token Expenditure Index 显示，该指数自 5 月高点回落近 20%，引发市场对 AI 产业定价能力与资本支出回报的质疑。尽管 AI token 使用量持续
美国AI霸权迎最大挑战？《彭博》中国智谱GLM 5.2获矽谷力挺
2026-07-04 网络阅读（88）
中国 AI 新创智谱（Zhipu）推出开源模型 GLM 5.2，引发矽谷高度关注。Marc Andreessen、Jim Keller 及 Coinbase 执行长相继肯定其性能，认为已可匹敌甚至超越部分美国 AI 模型。《彭博》指出，
三星电子第三季DRAM拟涨价20% 厂家：已收到口头通知
2026-07-04 网络阅读（98）
7 月 3 日有消息称三星电子拟将今年第三季 DRAM 平均售价调涨 20%，随着全球人工智慧（AI）基础设施投资持续升温，记忆体晶片市场正迎来新一轮价格涨势。
4奈米接近售罄三星晶圆代工开始选择性接单
2026-07-04 网络阅读（96）
业界人士说，随着 AI 半导体需求升温、全球大型科技公司订单增加，三星电子晶圆代工部门已针对部分制程启动配额机制，将有限产能集中分配给较重要的客户和制程，将产能优先分配给现有客户，新客户订单则选择性承接。
台积电迎挑战？三星传夺Meta、Anthropic ASIC订单积压规模逼近50兆韩元
2026-07-04 网络阅读（91）
三星电子 AI 晶片代工再传捷报，市场盛传 Meta 与 Anthropic 正评估采用三星 2 奈米制程生产客制化 ASIC，继特斯拉 AI 晶片订单后，三星 AI 代工积压订单逼近 50 兆韩元，最快第四季转亏为盈，与台积电的 AI 代工竞争持续升温
韩国拟打造韩版「星链」数百颗卫星组成
2026-07-03 网络阅读（95）
据《韩联社》3 日（周五）报导，韩国政府决定在 2035 年前建成由数百颗卫星组成的低轨卫星通讯网路。
报导：三星电子第三季DRAM价格将上调至多20%
2026-07-03 网络阅读（92）
随着全球人工智慧 (AI) 基础设施投资持续升温，半导体存储市场正迎来新一轮的价格攻势。
AI产业链「剪刀差」不可持续！小摩示警：行情破局关键从资本开支转向商业化兑现
2026-07-03 网络阅读（121）
根据摩根大通 (下称小摩) 周三 (1 日) 发布的最新研究报告，近一年来 AI 晶片与记忆体厂商股价大幅跑赢亚马逊、微软、谷歌等超大规模云端服务商，「收益裂痕」已扩大至不可持续程度，未来 AI 行情能否延续，核心变数已从资本开支转为商业化兑现能力，AI 算力价格与大模型 Token 价格将成为观察产业链利润分配的关键指标。长期以来，市场将云端服务供应商 (CSP) 高额资本开支视为 AI 晶片需求确定性的来源。《彭博资讯》分析师预期，今年谷歌、亚马逊、Meta、微软、甲骨文五大 CSP 巨
〈陆股盘后〉服务业PMI持续扩张沪指终止连二黑本周涨0.41%
2026-07-03 网络阅读（105）
中国 A 股三大指数今 (3) 日齐步反弹，上证指数(SSEC) 终止连 2 日走跌颓势，本周收涨 0.41%，因最新公布的中国采购经理人指数持续维持在扩张区间，支撑了市场情绪，进一步显示中国内需正随着近期制造业数据攀高而持续增强。沪指今日收高 0.37% 至 4043.64 点，深证成指 (SZI) 收红 0.64% 至 15597.51 点，创业板指收红 0.07% 至 4019.93 点，沪深两市成交额为人民币 3 兆 1824.53 亿元，较前一交易日减少 2094 亿元。大盘方面，
研调：全球蜂巢式IoT模组市场2026年第一季年增4% 5G为成长最快技术
2026-07-03 网络阅读（117）
研调机构 Counterpoint Research 指出，2026 年第一季全球蜂巢式 IoT 模组出货量年增 4%。中国仍为全球最大的蜂巢式 IoT 模组市场，但第一季出货量年减 2%。市场下滑主要反映第一季季节性因素，包括农历春节期

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