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"shortTitle": "华尔街解读韩半导体超大扩张:信号意义大于短期催化 实际年增净",
"img": "https://cimg.cnyes.cool/prod/news/6517247/l/8b5697d0b59fb01fd6614ea305971ddf.jpg",
"description": "南韩半导体产业正迎来数十年来最宏伟蓝图,周一 (29 日) 宣布在西南部打造全新的记忆体晶片产业集群,加上三星披露的 2450 兆韩元 (约 1.8 兆美元) 长期投资计划,一场面向 2030 年代乃至 2040 年代的产能大跃进已经启动,但美银与高盛出具最新研究报告指出,这场看似狂飙突进的扩张,实则是一场节奏极为冷静的「长跑」,对全球记忆体市场的实质性供给冲击,最快要等到 8 至 10 年后才会显现。 南韩政府将在远离首尔都市圈的西南部地区建设大规模记忆体晶片生产基地。该项目总投资规模约 80",
"createdAt": "2026-06-30T09:00:03.000Z",
"author": "网络",
"pv": 66,
"pinyin": "AI",
"name": "科技",
"path": "/new/AI",
"tags": []
},
{
"id": 4487,
"title": "〈港股盘后〉三大指数涨跌互见 恒指再失守二万三大关 恒科连二涨 但上半年跌近20%",
"shortTitle": "〈港股盘后〉三大指数涨跌互见 恒指再失守二万三大关 恒科连二",
"img": "https://cimg.cnyes.cool/prod/news/6517355/l/7785676b45d20a999607e6e91339c171.jpg",
"description": "香港股市三大指数周二 (30 日) 涨跌互见,恒生指数(HSI) 收黑 0.63% 至 22881.02 点,再度失守 23000 点大关,恒生科技指数 (HSTECH) 相对抗跌,收高 1.8% 至 4472.23 点,国企指数则收低 0.62% 至 7558.6 点。 盘面上,今日创新药族群在昨日大涨后回调走弱,消费、贵金属、油气股等族群跌幅亦居前,中国旺旺收跌 12.85%,中石油跌超 3% 上涨族群方面,光通讯、半导体族群强势领涨大盘,长光辰芯涨超 21%,嘀嗒出行收涨 88.19%,海",
"createdAt": "2026-06-30T08:50:07.000Z",
"author": "网络",
"pv": 65,
"pinyin": "hk",
"name": "港股",
"path": "/new/hk",
"tags": []
},
{
"id": 4486,
"title": "美股「更大范围」的回调正逼近?科技股单周流出93亿美元创高、华尔街示警资金轮动",
"shortTitle": "美股「更大范围」的回调正逼近?科技股单周流出93亿美元创高、",
"img": "https://cimg.cnyes.cool/prod/news/6517382/l/a71bac068fe89083884638153a2f3589.jpg",
"description": "美股资金轮动加速,科技股单周流出 93 亿美元创新高,七巨头跌逾 12%,医疗、金融与工业股成为资金新焦点。分析师认为 AI 与半导体仍面临修正压力,但美股基本面依旧稳健,下半年走势仍须观察联准会政策、通膨及美债殖利率变化。",
"createdAt": "2026-06-30T08:40:02.000Z",
"author": "网络",
"pv": 48,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 4493,
"title": "研调:苹果2026年智慧手机、PC 与平板市占率可望创新高 智慧手表市占亦将提升",
"shortTitle": "研调:苹果2026年智慧手机、PC 与平板市占率可望创新高 ",
"img": "https://cimg.cnyes.cool/prod/news/6517569/l/cc96ae64c581225ddea562a984e096d1.jpg",
"description": "研调机构 Counterpoint Research 最新报告指出,Apple 预计于 2026 年提高智慧型手机、PC、平板及智慧手表四大产品线的全球出货市占率,其中智慧型手机、PC 与平板市占率将创历史新高。",
"createdAt": "2026-06-30T08:36:11.000Z",
"author": "网络",
"pv": 82,
"pinyin": "AI",
"name": "科技",
"path": "/new/AI",
"tags": []
},
{
"id": 4491,
"title": "台湾5月手机销量42.9万台月增7% iPhone 17连续5月霸榜夺冠",
"shortTitle": "台湾5月手机销量42.9万台月增7% iPhone 17连续",
"img": "https://cimg.cnyes.cool/prod/news/6517564/l/402c5c0e203ba8400190bab66dce4852.jpg",
"description": "根据全台实体通路暨杰升通信门市销售资料汇整显示,五月份全台智慧型手机市场历经短暂盘整后,手机总销量达到 42.9 万台,月成长 7%,销售总额亦同步回温 7%,宣告第二季手机市场买气回温;在本月热销榜前 20 名的单机席次中,三星维",
"createdAt": "2026-06-30T08:34:34.000Z",
"author": "网络",
"pv": 60,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
}
]
},
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}