天天财经-提供金融入门知识-投资理财技巧-美股

慧荣与联发科下周主题演讲聚焦新一代AI车用平台
2026-07-31 网络阅读（75）
慧荣科技 (SIMO-US) 今 (31) 日宣布，将与联发科 (2454-TW) 于 FMS 2026 主题演讲中，聚焦新一代 AI-Ready 车用平台。此次主题演讲将结合联发科最新车载座舱平台与慧荣先进的车用储存技术，说明高效
上车在即！阿里千问已在特斯拉车机内测
2026-07-31 网络阅读（46）
多位知情人士透露，阿里千问已进入特斯拉中国车机的深度测试阶段，上车在即。
黄仁勋自爆「超内向」：没有开源就没今天的AI 记忆体已成AI最大瓶颈
2026-07-31 网络阅读（61）
辉达创办人兼执行长黄仁勋周一 (27 日) 出席「Y Combinator」播客节目时谈到对 AI 的看法和理念，并谈及个人人生观。在聊完 Waymo 自动驾驶汽车后，主持人说：「我想藉这个机会稍稍停一下。我们这里正好有一群观众，或许台下的你们可以欢迎黄仁勋加入 X 平台，他应该也发了自己的第一条帖子。」黄仁勋上周五 (24 日) 正式入驻 X 平台，发布的首条帖文是辉达签署的公开信，主要讲述开源模型为何重要。「世界需要先进闭源模型，也需要先进开源模型。」黄仁勋对此回应称：「你知道的，这恰
继OpenAI后再爆资安危机！Claude设错外网权限骇入三家公司
2026-07-31 网络阅读（67）
Anthropic 周四 (30 日) 表示，旗下人工智慧 (AI) 模型 Claude 因为设定错误，在测试期间取得网际网路存取权限，进而入侵了三家公司的系统，这是继竞争对手 OpenAI 入侵 Hugging Face 之后，AI 引发的最新资安事件。 Anthropic 表示，原本应与外部网路隔离的测试环境，因设定错误让 Claude 模型得以连上网际网路，并对三家机构的系统进行未经授权的存取。 OpenAI 上周披露 AI 代理在安全测试期间失控并入侵 Hugging Face 基础设施
AI晶片产能快被抢光！供应链进入「预付款时代」：签千亿美元锁定半导体权力格局正在重塑
2026-07-31 网络阅读（57）
全球 AI 晶片的竞争已经超越单纯的架构与算力比拼，悄然下沉至供应链深处一场关于「稀缺产能」的隐秘战争。从晶圆代工、HBM、先进封装到硅光材料，未来三到五年的核心产能正被重量级企业以预付款、长约 (LTA) 甚至股权投资的形式大规模锁定，这不仅标志着传统买卖关系的终结，更预示着半导体产业权力格局的根本性重构。从辉达累计高达 1190 亿美元的供应链承诺，到美光的 16 份战略客户协议，再到三星与博通开创的「记忆体 + 代工 + 封装」一体化交付，Soitec 的矽光材料供给所收取的预付款，无
美股四巨头持续加码烧钱 2026年AI资本支出预计破7000亿美元
2026-07-31 网络阅读（51）
随着人工智慧 (AI) 算力竞赛持续升温，美股科技巨头纷纷上调其资本支出指引，将资金集中投入于 AI 伺服器、资料中心及自研晶片等基础建设。根据最新财报显示，亚马逊 (AMZN-US)、微软 (MSFT-US)、Alphabet
OpenAI杀进Token价格战！Luna模型狂降80% AI巨头全面拚性价比
2026-07-31 网络阅读（58）
人工智慧（AI）模型竞争进入价格战新阶段。OpenAI 近日宣布，大幅调降旗下两款最新 AI 模型 GPT-5.6 Terra 与 GPT-5.6 Luna 的 API 价格，其中 Luna 降幅高达 80%，Terra 也下调 20%。值得注意的是，这项价格调整距离两款模型正式推出仅约三周，显示 AI 业者正加速透过成本优势争夺企业用户市场。 OpenAI 于 7 月 9 日推出新一代 GPT-5.6 系列模型，包括旗舰版 Sol、主打日常工作的 Terra，以及强调高速与高性价比的 Luna
特斯拉考虑出售中国业务？官方回应来了！
2026-07-31 网络阅读（54）
知情人士透露，全球首富马斯克近年指示特斯拉高层，要在美国与中国业务之间划出一道如「雷射」般清晰的界线来组织公司，他希望确保万一两国爆发地缘政治冲突，特斯拉至少在美国的那一半业务能够存活下来。
辉达股价重现生机反弹背后推手是什么？
2026-07-31 网络阅读（51）
辉达 (Nvidia)(NVDA-US) 投资人可能原本期待 Meta(META-US)与微软 (MSFT-US) 能投入更多 AI 资本支出，但即便如此，辉达股价周四 (30 日) 仍展现出回升迹象。
美国多名参议员阻挠苹果采购中国记忆体晶片
2026-07-31 网络阅读（54）
据《彭博》30 日（周四）报导，多名美国参议员在致苹果执行长库克的联名信中表示，苹果不应在产品中使用长鑫科技和长江存储生产的记忆体晶片，即便相关产品仅在中国市场销售。

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