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2026-07-10 网络 阅读（63）
2026-07-10 网络 阅读（62）
2026-07-10 网络 阅读（61）
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{
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"title": "美股AI资金开始轮动！晶片股降温、软体股接棒 财报季迎关键验证",
"shortTitle": "美股AI资金开始轮动！晶片股降温、软体股接棒 财报季迎关键验",
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"description": "2026年07月10日（优分析／产业数据中心报导）⸺ 7月初，美国股市出现一个值得投资人留意的变化：AI族群的资金开始轮动。 过去几个月领涨市场的半导体与AI供应链，不再是资金唯一的选择，市场开始将部分资金转向其他AI相关企业，尤其是软体公司，反映投资人正在重新调整AI产业链的布局。 那么，AI晶片股的行情是否已经结束？ 从股价表现来看，自本月初以来，记忆体制造商及其他AI供应链企业已回档10%至25%，确实让市场开始讨论，持续约九个月的上升趋势是否可能出现转折。 但如果把时间拉长，今年以来相关",
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"author": "网络",
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{
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"title": "韩媒：三星跟进台积电 调涨4、5奈米晶圆代工价约15%",
"shortTitle": "韩媒：三星跟进台积电 调涨4、5奈米晶圆代工价约15%",
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"description": "韩媒报导，三星电子 (Samsung Electronics)(005930-KS) 也已针对新客户调高晶圆代工报价，4 奈米、5 奈米及部分车用 8 奈米制程价格上调约 15%，显示 AI 浪潮正重新建立晶圆代工产业的定价机制。",
"createdAt": "2026-07-10T05:00:04.000Z",
"author": "网络",
"pv": 56,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
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{
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"title": "HBM需求暴增 瑞银：DRAM供不应求将持续至2028年",
"shortTitle": "HBM需求暴增 瑞银：DRAM供不应求将持续至2028年",
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"description": "瑞银最新报告指出，全球记忆体晶片市场创下单月 746 亿美元历史新高，在 AI 资料中心需求持续扩张及供给吃紧带动下，DRAM 与 NAND 价格可望续涨，结构性缺货最快要到 2028 年中才有机会缓解。",
"createdAt": "2026-07-10T04:47:16.000Z",
"author": "网络",
"pv": 58,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
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