天天财经-提供金融入门知识-投资理财技巧-科技

AI会骇网站、抢工作！比尔盖兹拟11月见习近平推动美中联手设防
2026-08-26 网络阅读（45）
微软(MSFT-US)共同创办人、亿万富豪慈善家比尔．盖兹(Bill Gates)计划今年稍晚与中国国家主席习近平会面，希望提出跨国合作方案，共同降低人工智慧(AI)日益升高的风险。
贝森特导师Druckenmiller「用AI写作」惹议！批财政部干预美债市场是「错误决策」
2026-08-26 网络阅读（42）
传奇投资人卓肯米勒公开批评美国财长贝森特干预美债市场，却因评论文章疑似AI生成引发讨论。他坦承使用Claude、ChatGPT等AI工具协助写作。
宇树科技连跌5日股价几乎腰斩市值蒸发2,056亿
2026-08-26 网络阅读（41）
中国A股「人形机器人第一股」宇树科技今日（26日）收跌1.87%，股价报人民币（下同）591.53元，收盘价正式跌破600元关口，总市值为2,393亿元。
印度AI新势力豪买9000套辉达Rubin 首批算力已被美企包下
2026-08-26 网络阅读（42）
印度人工智慧基础设施公司 AM Intelligence 已向辉达(NVDA-US) 采购 9,000 套 Vera Rubin 系统，力求成为亚洲首批导入该先进运算平台的企业之一。这家总部位于海德拉巴的公司周二(25日)发布声明表示，搭载整机柜级系统的伺服器预计明年在印度南部上线，客户包括大型云端服务供应商、AI 实验室，以及希望开发印度本土 AI 模型的机构。目前高阶辉达运算丛集供应依旧吃紧。资料中心以及微软(MSFT-US) 、Alphabet 旗下 Google(GOOGL-US)
MLCC供需愈来愈紧分销商库存创新低、价格再涨7%
2026-08-26 网络阅读（46）
积层陶瓷电容器（MLCC）供需持续收紧。瑞银最新报告显示，全球MLCC分销商库存量较四周前再降8%，续创历史新低，库存金额却上升10%，单位价格指数也上涨7%。在AI需求强劲、产能利用率升至95%的带动下，量缩价涨趋势日益明显，供需压力正由分销通路向整体市场扩散。瑞银旗下UBS Evidence Lab追踪全球逾100家经销商的数据显示，截至8月9日，全球MLCC经销商库存量较7月11日减少8%，进一步改写历史新低；库存金额却在同一期间增加10%，单位价格指数上扬7%，量跌价升趋势更加明显。
Waymo首攻欧盟！2027年底杀进BMW大本营慕尼黑启动无人计程车服务
2026-08-26 网络阅读（42）
Waymo宣布2027年底前进军德国慕尼黑,成为首个欧盟商业市场。公司未来数周将启动道路测试,建立高精度地图并调整自驾系统,正式挑战欧洲机器人计程车市场。
AI狂热如何变赌局？韩股崩四成背后的杠杆陷阱散户血泪成警世录
2026-08-26 网络阅读（43）
在人工智慧(AI)热潮推动下，南韩股市过去一年大部分时间都是全球最火热的股市之一，然而这波行情后来瓦解，短短六周崩跌四成，为重押AI产业的投资人敲响警钟。。华尔街日报(WSJ)报导，在这波疯狂走势中，30岁英语教师尹在怡(Yoon Jae-Yi，音译)损失了1.9万美元。在那之后，她开始削减生活开支，包括少搭计程车、少出国旅游。她甚至跳过几餐，告诉自己这等于在减肥。这个孕育出《鱿鱼游戏》(Squid Game)与K-Pop的国家，如今坐拥全球最疯狂的股市，展现出了已经许久不曾发生在主要市场的
AI交易降温！南韩单一个股杠杆ETF问世以来首度净流出
2026-08-25 网络阅读（43）
南韩与晶片股挂钩的杠杆ETF本月迄今资金已流出近10亿美元，显示随着投资人对人工智慧(AI)交易的热情降温，加上监管机构加强措施抑制需求，市场资金开始撤离。根据彭博汇整的数据，与三星电子挂钩的杠杆产品8月至今资金流出3.81亿美元，而追踪SK海力士(SK Hynix)的产品则流出6.01亿美元。若持续下去，这将是这类产品自5月底推出以来首次出现单月资金净流出。以上单一个股杠杆ETF旨在追踪两家晶片巨擘股价每日两倍的涨跌幅，但遭批评放大整体市场波动。在全球AI概念股7月深陷抛售潮时，南韩Kos
研调：2026年全球智慧手机出货量估年减14% 三星市占可望居首
2026-08-25 网络阅读（50）
研调机构 Counterpoint Research 最新研究指出，受零组件成本上升、低价智慧型手机供应减少及消费者购买力承压影响，2026年全球智慧型手机出货量预估年减14.3%。市场压力预计延续至2027年，出货量再
2026年全球二十大EMS与ODM：AI重塑电子代工版图
2026-08-25 网络阅读（49）
根据最新公布的《全球EMS与ODM二十强2026》预估报告，全球电子制造业的权力版图正因人工智慧(AI)基础设施的需求而发生位移。

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