天天财经-提供金融入门知识-投资理财技巧-科技

韩启动三大超级项目！李在明：将加快AI基设建设三星、SK海力士砸逾800兆韩元扩产
2026-06-29 网络阅读（98）
南韩总统李在明在当地时间今 (29) 日下午正式宣布「大飞跃三大超级项目(Three Mega Projects for the Great Leap Forward)」，强调该国正处于半导体与 AI 竞争的关键十字路口，政府将统筹公私资源确保「压倒性」晶片供应能力，并承诺加速建设现有生产基地、于西南部和光州等地新辟厂区，以打造完整 AI 生态系，并促进区域均衡发展。南韩产业通商资源部长官金正官表示，将投入约 800 兆韩元 (约 5180 亿美元) 于西南部兴建四座半导体晶圆厂，三星电子与
双轨进击AI供应链！三星电机有望获5000亿韩元MLCC订单、携手住友化学布局玻璃基板
2026-06-29 网络阅读（116）
AI 伺服器带动高阶电子零组件需求爆发之际，三星集团旗下核心零组件厂三星电机正同步在 MLCC 与下一代半导体封装材料「玻璃基板」两大战场加速卡位。综合《韩国经济日报》与《韩国经济论坛报》等韩媒报导，三星电机近期正与一家美国大型云端服务供应商就 AI 伺服器用 MLCC 供应合约进入最后谈判，合约金额约 5000 亿韩元，且同时预计近期与日本住友化学签署正式协议，双方各出资共 5000 亿韩元成立玻璃基板合资公司，瞄准 2028 年初量产。 MLCC 为电子电路中负责储能与稳压的关键被动元件，
三星、SK传将豪砸1.3兆美元建晶圆厂！南韩启动AI半导体大迎战美中台
2026-06-29 网络阅读（84）
三星集团与 SK 集团传将宣布未来十年最高 2000 兆韩元投资计划，配合南韩总统李在明「三大跃进计划」，重点布局 AI、半导体、资料中心与晶圆厂。花旗认为，在 AI 需求与新建产能带动下，南韩半导体供应链及设备产业可望持续受惠。
1.3兆美元！市场忧三星、SK海力士巨额投资恐吃掉获利韩股开盘挫跌逾3%
2026-06-29 网络阅读（110）
南韩综合股指 (KOSPI) 今 (29) 日开盘后一度重挫 3.1%，主要受到三星电子与 SK 海力士股价大跌拖累，因市场担忧两大晶片巨擘未来十年高达 2000 兆韩元 (约 1.3 兆美元) 的资本支出将严重侵蚀短期获利。《韩国经济日报》今日报导指出，三星与 SK 两大集团预计在当天下午由南韩总统李在明主持的「大飞跃三大超级项目」发布会上，正式宣布上述十年投资计划，其中三星打算在光州兴建 4 至 5 座晶圆厂、在忠清南道建先进封装厂；SK 海力士同样规划在光州设晶圆厂，并扩建忠清北道 NA
AI竞赛变政治竞赛！OpenAI超强GPT-5.6发布背后的「审查风暴」
2026-06-28 网络阅读（101）
OpenAI 正式推出 GPT-5.6，Sol 模型刷新 AI 程式能力纪录，但仅限约 20 家经美国政府核准企业使用，未全面开放 ChatGPT 与 API。本文解析 GPT-5.6 性能、OpenAI 冲刺 IPO 策略、Anthropic 遭全球
ABF迎史上最大缺货潮！AI代理、HPC需求暴增供应链迎最强卖方市场
2026-06-28 网络阅读（89）
AI 代理与 AI 伺服器需求带动 ABF 基板市场进入超级景气循环，预估 2028 年供需缺口扩大至 35%。本文解析 ABF 基板原理、味之素垄断地位、Ibiden 扩产、玻璃基板发展，以及 AI 晶片封装供应链未来 5 年投资趋势。
女股神大换股！方舟抛售阿里巴巴加码Coinbase、Palantir
2026-06-27 网络阅读（92）
方舟伍德持续调整投资组合，大举卖出逾 5700 万股阿里巴巴、套现约 5420 万美元，同时加码加密货币交易所 Coinbase、AI 软体商 Palantir 及 SpaceX 等创新科技公司，凸显资金持续向 AI、加密资产与太空产业集中。
杠上川普100%关税威胁欧盟强硬回应：数位税一视同仁
2026-06-27 网络阅读（82）
美欧数位税争端再度升温。面对美国总统川普扬言对实施数位服务税的国家祭出 100% 关税，欧盟强调有权自主制定税制与监管经济活动，并警告若美方采取片面措施，将迅速回应，同时仍愿依 G7 共识寻求全球解决方案。
比特币市值蒸发1.3兆美元！分析师：真正底部恐还没到
2026-06-26 网络阅读（91）
《彭博》周五 (26 日) 报导，比特币 (Bitcoin) 自去年高点以来市值已蒸发约 1.3 兆美元，币价跌破 6 万美元，较历史高点回落逾五成，市场开始涌现「是否已经到底」的讨论。然而，多位经历过数轮牛熊循环的资深投资人
AI吃电怪兽现形！生成5秒高清影片用电量相当于充10支手机
2026-06-26 网络阅读（89）
中国官方示警，人工智慧（AI）快速发展正大幅推升电力需求。中国国家能源局局长王宏志表示，目前 AI 与能源已进入「双向赋能」的快速发展阶段，而 AI 技术爆发式成长带来的算力需求，也正使全球能源系统面临新的挑战。王宏志指出，以生成式 AI 为例，若利用人工智慧生成一段 5 秒钟的高画质（HD）影片，其耗电量约相当于替 10 支手机完成一次充电，凸显 AI 运算背后庞大的能源消耗。随着大型语言模型、AI 影音生成及各类智慧应用持续普及，未来资料中心与算力基础设施的用电需求预料将持续攀升。面对

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