天天财经-提供金融入门知识-投资理财技巧-美股

谷歌开发Frozen v2晶片将Gemini直接「刻进」晶片传推理效率最高增10倍
2026-07-23 网络阅读（47）
Google 传出正在研发代号「Frozen v2」的新一代 AI 推理晶片，将 Gemini 模型架构直接写入矽片，内部估计推理效率可望提升 6 至 10 倍，凸显 AI 晶片竞赛正从训练算力转向推理效能。
〈美股盘后〉油价飙升标普那指收跌投资人静待科技巨头财报
2026-07-23 网络阅读（54）
美国股市周三 (22 日) 收低，科技股表现分歧，油价攀升带来压力之外，投资人也在等待关键企业财报，以评估这波由人工智慧 (AI) 热潮推动的涨势是否仍具支撑力。
美光中国最强对手要上市！98亿美元IPO恐抽干晶片股
2026-07-23 网络阅读（52）
中国记忆体晶片制造商长鑫存储 (CXMT) 准备透过上海科创板首次公开募股 (IPO) 筹资最多 98 亿美元，规模可望成为中国史上第二大 IPO。然而，《彭博》专栏指出，这笔备受追捧的交易可能成为科技股的「有毒圣杯」，在吸引大量资金
〈财报前瞻〉AI让英特尔翻身了？第二季营收增速上看六年最快苹果订单成焦点
2026-07-23 网络阅读（51）
英特尔 (INTC-US) 将于周四 (23 日) 美股盘后公布第二季财报，结果将检验这家美国晶片大厂的基本面，能否支撑今年由转型期待与人工智慧 (AI) 需求推动的强劲涨势。英特尔股价今年迄今仍上涨 185%，接近原来的三倍，但自 6 月
狂砸AI却裁AI人才？亚马逊缩编AGI部门受影响人数未公布
2026-07-23 网络阅读（56）
亚马逊 (AMZN-US) 周三 (22 日) 裁减部分通用人工智慧 (AGI) 部门职位，成为公司 1 月大规模裁员后，最新一波针对特定团队的人力调整。亚马逊并未透露此次受影响的员工人数。
Kimi K3太强引来调查！白宫控月之暗面违规使用辉达GB300晶片
2026-07-23 网络阅读（52）
外媒周三 (22 日) 报导，美国白宫官员指控，中国人工智慧 (AI) 新创月之暗面 (Moonshot AI) 不当使用美国 AI 模型及受出口管制的辉达(NVDA-US)GB300 晶片，开发上周以先进能力震撼科技业的 Kimi K3 模型
苹果全面翻新Mac产品线！OLED触控MacBook Pro最快年底登场
2026-07-22 网络阅读（53）
苹果 (AAPL-US) 正准备全面翻新 Mac 产品线，希望掌握人工智慧 (AI) 热潮带动的高效能笔电与桌机需求。外媒周三 (22 日) 援引知情人士消息报导，苹果计划从今年秋季至明年陆续更新目前销售的所有 Mac，包括久未更新的桌上型
迈出转型关键一步！OpenAI想跳出AI模型竞争即将推新平台Presence
2026-07-22 网络阅读（53）
在 AI 模型竞争陷入红海之际，OpenAI 正试图跳出单纯「卖算力」的赛道，外媒体引述知情人士报导指出，该公司即将推出名为「OpenAI Presence」的新产品，协助企业将 AI 智能体与内部数据、管理规范及既有系统打通，实现客服、销售、IT 运维等业务流程自动化，例如处理帐单争议、保险理赔及员工技术支援。这是 OpenAI 持续转型的重要一步，从卖模型 API 权限扩展至更广阔的企业软体市场。 Presence 搭载模拟环境、安全防护机制、人工审核流程，以及 AI 自动评分工具，让企业
怀疑被AI开除也告不赢？Meta员工揭残酷现实：证据全在公司手上
2026-07-22 网络阅读（55）
《路透》周三 (22 日) 报导，美国一群 Meta(META-US) 员工提起新型诉讼，指控公司利用带有歧视性的人工智慧 (AI) 工具挑选裁员对象，但案件也凸显劳工面临的现实难题：即使怀疑自己遭 AI 解雇，也很难证明企业究竟如何使用
〈美股早盘〉晶片股疲弱与油价上涨牵动市场主要指数开低
2026-07-22 网络阅读（53）
美股周三 (22 日) 开盘走低，标普 500 指数与那斯达克指数双双下挫，晶片股疲弱拖累大盘。投资人谨慎等待 Google 母公司 Alphabet 等大型科技公司公布财报，以评估华尔街由人工智慧 (AI) 热潮带动的涨势是否仍有延续空间。

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