天天财经-提供金融入门知识-投资理财技巧-科技

南韩出口增幅近半世纪最强 AI助半导体单月出口突破千亿美元大关
2026-07-01 网络阅读（94）
在全球人工智慧 (AI) 投资热潮带动晶片销售飙升的带动下，南韩 6 月出口以近半个世纪以来最强劲的步调扩张，远超过市场预期。南韩关税厅周三 (2 日) 公布的初步数据显示，6 月出口年增 70.9% 至 1022.5 亿美元，增幅高于 5 月的 53.4%，更创下 1978 年 10 月以来最强纪录，也优于分析师所估的 61%。若以未经工作天数调整的数据计算，6 月出口年增 70.9%，高于 5 月修正后的 53.4%。根据报告，6 月半导体出口暴增 199.5%，达到 448 亿美元，这
「最像人」机器人来了！优必选推全尺寸超仿生机器人U1 起售价人民币11.98万顶配99万
2026-07-01 网络阅读（109）
人形机器人迈向高度拟人化与量产化新里程。中国优必选周二 (6 月 30 日) 在深圳正式发表全尺寸超仿生人形机器人「优世界 U1」系列，分为半身版 U1 Lite，售价 11.98 万元 (人民币，下同)、全身高配版 U1 Pro(16.98 万元) 及高动态全身版 U1 Ultra 男 / 女版(99 万 / 88 万元)。自 6 月 2 日开放预售以来，全通路累计订单已突破 1.3 万台，相当于优必选 2025 年工业人形机器人出货量的十倍，显示消费级陪伴机器人市场需求强劲。 U1 Pro
奖金落差百倍引爆离职潮！三星DX部门员工身穿黑衣上班抗议有人已向SK海力士投履历
2026-07-01 网络阅读（95）
由于三星电子半导体部门 (DS) 与家电、移动通讯 (DX) 部门之间悬殊的绩效奖金差距，引发后者员工强烈不满，近期出现酝酿「离职潮」的迹象。随着竞争对手 SK 海力士开放有经验人员招募，三星内部通讯群组涌现招聘连结转贴与「2026 大逃亡开始了」等留言，部分任职五年的 DX 部门员工已着手投递履历，资深经理级也不乏人跟进。导火线在于奖金分配失衡。受惠于半导体景气回升，三星半导体 (DS) 部门员工今年可望领取数亿韩元绩效奖金，反观负责电视、家电与智慧手机 DX 部门员工，仅获价值约 600
半年内二度喊涨！超微打响下半年涨价第一枪 7月起AIB伙伴显卡套料涨价约10%
2026-07-01 网络阅读（125）
中国《IT 之家》报导，根据博板堂引述供应链消息，超微半导体已正式通知蓝宝石 (Sapphire)、华硕、XFX 讯景及瀚铠等核心 AIB(Add-in-Board) 合作伙伴，自本月起上调 GPU 核心与 GDDR「捆绑套料」的出货价，涨幅约 10&，这也是超微半年内第二度因记忆体成本走高而调价。涨价主因是全球 GDDR 颗粒供给持续吃紧。自 2025 年秋季以来，AI 伺服器带动资料中心 DRAM 需求暴增，大量晶圆产能被挪移至 HBM 与伺服器记忆体，导致消费级 GDDR6 现货价格从每
AI热潮催动！新兴市场股市创2009年以来最佳季度表现
2026-07-01 网络阅读（129）
新兴市场股市写下 17 年来最佳季度表现，在亚洲人工智慧（AI）股票上涨支撑下，市场经受住伊朗战争和油价上涨带来的冲突。
英国央行副总裁：AI模型犹如会说谎的青少年智能体兴起恐引发市场崩盘
2026-07-01 网络阅读（98）
英国央行 (BoE) 副总裁 Sarah Breeden 周二 (6 月 30 日) 警告，自主型 AI 智能体恐引发「市场崩盘」，并可能需要更严格的监管。 Breeden 在欧洲央行 (ECB) 葡萄牙辛特拉论坛上发表演说时表示，如果这些智能体面对类似提示都作出同样的反应，它们在金融市场承压时期恐将波动放大。她指出，目前投资人主要将 AI 用于研究等风险较低的任务，但能自主执行任务的智能体使用量恐迅速上升。监管机构还需密切关注，这类智能体会对消费者和支付领域带来何种影响。 Breeden 还
美欧联手抗中？继无人机、路由器后美国传再禁中国太阳能逆变器
2026-07-01 网络阅读（128）
美国拟进一步收紧中国科技设备管制，传出将禁止中国制太阳能逆变器进口，理由是防范电网遭远端操控风险。若政策落地，将与欧盟形成联手围堵态势，也可能重塑全球太阳能设备供应链。
IMF吁警惕期限错配：AI最大风险不是泡沫而是「借钱狂奔」
2026-07-01 网络阅读（94）
国际货币基金 (IMF) 货币与资本市场部主任 Tobias Adrian 周二 (6 月 30 日) 在欧洲央行 (ECB) 葡萄牙辛特拉年度论坛上表示，当前 AI 相关股票估值未必已形成泡沫，真正值得监管当局警惕的是，全球大型科技公司透过中长期债务融资投入 AI 基础设施，所形成的资产与负债期限错配 (Maturity Mismatch)，才是未来金融稳定风险的潜在源头。他并指出，衡量是否出现泡沫核心在于估值与获利是否严重脱节，而近期 AI 概念股经历回档、企业获利持续超预期，令本益比压力
大单来了！韩媒：SK海力士启动史上最大扩产行动拟砸4000亿韩元买HBM4测试设备
2026-07-01 网络阅读（94）
全球 HBM 龙头 SK 海力士正将 AI 记忆体需求暴增的宏观叙事，快速转化为具体的资本支出与采购行动。继 SK 集团于周一 (6 月 29 日) 公布总规模达 1100 兆韩元的半导体扩产蓝图、并宣布将龙仁半导体集群竣工时程提前 12 年后，业界传出 SK 海力士已就清州 P&T7 先进封装工厂的 HBM4 测试检测设备展开供应商协商，订单总值最高可达 4000 亿韩元，显示 HBM 产能扩张已从规划阶段实质进入执行期。根据韩媒《TheElec》报导，SK 海力士目前正与多家半导体设备制造
南韩房市热潮蔓延至首都圈外围！半导体聚落带动房价飙升政府加码打炒房
2026-06-30 网络阅读（92）
由于半导体产业蓬勃发展推升房价快速上涨，引发投机炒作疑虑，南韩政府决定扩大打炒房范围，针对首尔以外、邻近半导体产业聚落的地区祭出更严格的房市管制措施。南韩国土交通部宣布，自 7 月 1 日起，将华城市东滩 (Hwaseong Dongtan)、龙仁市器兴区(Yongin Giheung) 及九里市 (Guri) 列为投机管制区，并同步实施更严格的房贷限制。此外，自 7 月 5 日起，上述三地也将纳入土地交易许可制度，民众买卖土地须事先取得政府核准。国土交通部表示，拜半导体产业扩张预期，以及

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用于研究等风险较低的任务，但能自主执行任务的智能体使用量恐迅速上升。监管机构还需密切关注，这类智能体会对消费者和支付领域带来何种影响。 Breeden 还", "createdAt": "2026-07-01T01:00:31.000Z", "author": "网络", "pv": 98, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 4574, "title": "美欧联手抗中？继无人机、路由器后美国传再禁中国太阳能逆变器", "shortTitle": "美欧联手抗中？继无人机、路由器后美国传再禁中国太阳能逆变器", "img": "https://cimg.cnyes.cool/prod/news/6518228/l/271816aa8460858d70751762fc15fca0.jpg", "description": "美国拟进一步收紧中国科技设备管制，传出将禁止中国制太阳能逆变器进口，理由是防范电网遭远端操控风险。若政策落地，将与欧盟形成联手围堵态势，也可能重塑全球太阳能设备供应链。", "createdAt": "2026-06-30T23:53:11.000Z", "author": "网络", "pv": 128, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 4557, "title": "IMF吁警惕期限错配：AI最大风险不是泡沫而是「借钱狂奔」", "shortTitle": "IMF吁警惕期限错配：AI最大风险不是泡沫而是「借钱狂奔」", "img": "https://cimg.cnyes.cool/prod/news/6516338/l/ed5a31837e0df412732508a153b5aea0.jpg", "description": "国际货币基金 (IMF) 货币与资本市场部主任 Tobias Adrian 周二 (6 月 30 日) 在欧洲央行 (ECB) 葡萄牙辛特拉年度论坛上表示，当前 AI 相关股票估值未必已形成泡沫，真正值得监管当局警惕的是，全球大型科技公司透过中长期债务融资投入 AI 基础设施，所形成的资产与负债期限错配 (Maturity Mismatch)，才是未来金融稳定风险的潜在源头。他并指出，衡量是否出现泡沫核心在于估值与获利是否严重脱节，而近期 AI 概念股经历回档、企业获利持续超预期，令本益比压力", "createdAt": "2026-06-30T23:00:19.000Z", "author": "网络", "pv": 94, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 4558, "title": "大单来了！韩媒：SK海力士启动史上最大扩产行动拟砸4000亿韩元买HBM4测试设备", "shortTitle": "大单来了！韩媒：SK海力士启动史上最大扩产行动拟砸400", "img": "https://cimg.cnyes.cool/prod/news/6518135/l/471085298b3151e5f24ade8480db1d8c.jpg", "description": "全球 HBM 龙头 SK 海力士正将 AI 记忆体需求暴增的宏观叙事，快速转化为具体的资本支出与采购行动。继 SK 集团于周一 (6 月 29 日) 公布总规模达 1100 兆韩元的半导体扩产蓝图、并宣布将龙仁半导体集群竣工时程提前 12 年后，业界传出 SK 海力士已就清州 P&T7 先进封装工厂的 HBM4 测试检测设备展开供应商协商，订单总值最高可达 4000 亿韩元，显示 HBM 产能扩张已从规划阶段实质进入执行期。根据韩媒《TheElec》报导，SK 海力士目前正与多家半导体设备制造", "createdAt": "2026-06-30T22:30:03.000Z", "author": "网络", "pv": 94, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 4515, "title": "南韩房市热潮蔓延至首都圈外围！半导体聚落带动房价飙升政府加码打炒房", "shortTitle": "南韩房市热潮蔓延至首都圈外围！半导体聚落带动房价飙升政府加", "img": "https://cimg.cnyes.cool/prod/news/6517269/l/c9176d7e7bdc0b9918eb044da4373cf4.jpg", "description": "由于半导体产业蓬勃发展推升房价快速上涨，引发投机炒作疑虑，南韩政府决定扩大打炒房范围，针对首尔以外、邻近半导体产业聚落的地区祭出更严格的房市管制措施。南韩国土交通部宣布，自 7 月 1 日起，将华城市东滩 (Hwaseong Dongtan)、龙仁市器兴区(Yongin Giheung) 及九里市 (Guri) 列为投机管制区，并同步实施更严格的房贷限制。此外，自 7 月 5 日起，上述三地也将纳入土地交易许可制度，民众买卖土地须事先取得政府核准。国土交通部表示，拜半导体产业扩张预期，以及", "createdAt": "2026-06-30T10:30:03.000Z", "author": "网络", "pv": 92, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }