天天财经-提供金融入门知识-投资理财技巧-热点新闻

Altman表态：OpenAI今年不会挂牌上市
2026-09-13 网络阅读（0）
OpenAI执行长Sam Altman表示，OpenAI今年不会上市，在日益严峻的AI安全忧虑面前，这家全球最具影响力的AI公司选择主动按下IPO暂停键。
投资人对美债殖利率上升容忍度超过5％？《彭博》调查：破6%才会调整投资
2026-09-13 网络阅读（0）
10年期美债殖利率一度逼近5%，但彭博调查显示，受访交易员对利率上升容忍度较高，中位数认为升至6.5%才会调整个人持股。
甲骨文扩大原定裁员规模！成本升至28亿美元、AI资料中心太烧钱
2026-09-13 网络阅读（1）
甲骨文因大举投资AI资料中心面临资金压力，裁员及重整计划成本升至28亿美元；董事长艾里森另获准出售5000万股。
AI热潮降温怎么办？野村示警：全球经济将遭「多线程」极限压力测试
2026-09-13 网络阅读（2）
当AI热潮的算力轰鸣与中东冲突的砲火声交织，全球经济正经历一场罕见的「多线程压力测试」，野村全球宏观研究主管及全球市场研究部联席主管苏博文(Rob Subbaraman)近日指出，当前全球经济正面临「一切同时发生」的复杂局面，表面展现的韧性并非风险消退，而是不同压力间脆弱的平衡。近年来，全球经济在俄乌冲突、能源价格飙升、巨额财政赤字及极端气候等多重冲击下仍显韧性。苏博文分析指出，韧性主要来自两方面：一是各国政府对能源价格反应迅速灵活，避免更严重的停滞性通膨；二是AI投资热潮强力拉动了美国和亚洲
晶圆厂没它动不了！从面板级封装到次世代制程，这项「关键耗材」正在大缺货
2026-09-13 网络阅读（1）
当半导体逼近物理极限，真正掐住晶圆厂咽喉的不再只是微缩技术，而是高阶封装中对抗热应力的关键胶膜与次世代研磨耗材，随着 A16 晶背供电与面板级封装落地，这些曾被忽视的特化材料已跃升为良率命脉，引爆全球晶片巨头的抢料风潮。〈封装面积放大应力遽增，功能性胶膜成良率关键〉在AI晶片与高频宽记忆体推升下，CoWoS与面板级封装的晶片面积大幅扩增，多层RDL与异质材料热膨胀系数差异引发严重的热应力累积，使晶圆与载板面临翘曲挑战，结构性变化促使半导体胶带的角色迎来质变，从传统晶圆研磨切割的被动防护耗材，
华为三折叠新机开售各版本均已断货
2026-09-12 网络阅读（8）
华为三折叠新机Mate XT 2非凡大师周六（12日）10:08开启全渠道首销，售价人民币19,999元起。
iPhone 18 Pro系列在中国正式预售开售数分钟首批货源卖光
2026-09-12 网络阅读（5）
苹果iPhone 18 Pro系列12日（周六）晚8点正式启动预售，开售仅数分钟，苹果中国官网、淘宝、京东等主流电商平台多个热门型号首批货源相继售罄。
南韩半导体出口首破400兆韩元！AI需求推升三星、SK海力士业绩
2026-09-12 网络阅读（2）
南韩半导体出口今年首度突破400兆韩元，9月前10天出口年增270.1%，占整体出口47.1%；AI与HBM需求带动三星电子、SK海力士业绩成长。
中国迈向「工业5.0」！大摩：未来10年或迎来12兆美元实体投资超级周期
2026-09-12 网络阅读（8）
摩根士丹利看好中国工业5.0发展，预估2026至2035年新增工业资本支出达80兆元，工业利润率可望由5%升至8%，制造业全球增加值占比则有望升至30%。
苹果CEO特努斯谈iPhone Duo：「软硬体一体」才是折叠萤幕核心
2026-09-12 网络阅读（6）
苹果首款折叠 iPhone Duo正式亮相，采1:1.4萤幕比例、奈米纹理显示技术，起跳价1999美元。苹果高层揭露产品研发与保密策略。

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