Fed启动三年来首次升息！华许为何再次连两次缺席「点状图」？
2026-09-17 网络 阅读（72）
2026-09-17 网络 阅读（72）
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"title": "记忆体决定AI上限！美光高层：供需失衡恐延续至2028年后",
"shortTitle": "记忆体决定AI上限！美光高层：供需失衡恐延续至2028年后",
"img": "https://cimg.cnyes.cool/prod/news/6607842/l/ac310159aea66ada0a398704c5dd9d10.jpg",
"description": "美光高层指出，记忆体已成为AI效能关键瓶颈，受限于晶圆厂建设周期与制程复杂度，实质新增供应恐要到2028年才逐步释出，AI与人形机器人需求则持续推升DRAM、NAND需求。",
"createdAt": "2026-09-16T23:10:03.000Z",
"author": "网络",
"pv": 66,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 16194,
"title": "AI资料中心电力需求爆发 亚马逊砸最高80亿美元买发电机 Generac盘后飙逾40%",
"shortTitle": "AI资料中心电力需求爆发 亚马逊砸最高80亿美元买发电机 G",
"img": "https://cimg.cnyes.cool/prod/news/6608592/l/eee428e6d8e620a6c42e9ab1ec64ad93.jpg",
"description": "亚马逊与Generac签署最高80亿美元长期供应协议, 初始2027及2028年订单达24亿美元, 同时取得最高169万股认股权证, 推动Generac股价盘后一度大涨逾40%。",
"createdAt": "2026-09-16T22:20:02.000Z",
"author": "网络",
"pv": 70,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 16200,
"title": "从AI到国防 英加领袖会谈聚焦科技合作与网路安全",
"shortTitle": "从AI到国防 英加领袖会谈聚焦科技合作与网路安全",
"img": "https://cimg.cnyes.cool/prod/news/6608590/l/04f78b9bb3ce7e1c12796f4dd503bc45.jpg",
"description": "英国首相Burnham与加拿大总理Carney在英格兰北部会面, 双方讨论AI带来的机会与挑战, 并强调政府与科技产业合作处理共同风险, 同时维护线上安全。",
"createdAt": "2026-09-16T22:06:56.000Z",
"author": "网络",
"pv": 83,
"pinyin": "AI",
"name": "科技",
"path": "/new/AI",
"tags": []
}
]
},
"_locals": {},
"cache": false
}