天天财经-提供金融入门知识-投资理财技巧-科技

南韩启动「三大轴心」AI战略斥资上千兆韩元打造晶片与基础建设
2026-06-29 网络阅读（89）
南韩总统李在明周一 (29 日) 宣布一项雄心勃勃的产业战略，名为「三大轴心」(Triple Axis)，旨在透过数千亿美元的极大规模投资，巩固南韩在人工智慧 (AI) 与半导体领域的全球领先地位。
AI影片「龙虾时刻」来临？制作从「片段生成」转向「代理人化」
2026-06-29 网络阅读（96）
开源专案 OpenMontage 6 月在 GitHub 上爆红，数日内便获得数千颗星的关注。这项工具的出现，象征着 AI 影片制作正经历一场范式转移：从单纯追求模型生成的像素画质，转向由 AI 代理人 (Agents) 主
免费AI短剧创作时代来临？Agnes AI以Pavo重塑产业工作流
2026-06-29 网络阅读（91）
随着 AI 短剧在 2026 年于中国市场迎来爆发式增长，仅今年前两个月，全网在播的 AI 剧与漫剧总数已达 12.78 万部，规模是 2025 年全年的两倍。然而，尽管产量激增，行业爆款率却下滑至 0.117%，仅有
受Claude Mythos震撼梁文锋自掏200亿元人民币开启AGI豪赌
2026-06-29 网络阅读（92）
曾长期坚持「自掏腰包、不做商业化」的中国 AI 实验室 DeepSeek，近期完成了一笔高达 74 亿美元 (约 500 亿人民币) 的巨额融资，创下中国首轮融资纪录。
韩启动三大超级项目！李在明：将加快AI基设建设三星、SK海力士砸逾800兆韩元扩产
2026-06-29 网络阅读（103）
南韩总统李在明在当地时间今 (29) 日下午正式宣布「大飞跃三大超级项目(Three Mega Projects for the Great Leap Forward)」，强调该国正处于半导体与 AI 竞争的关键十字路口，政府将统筹公私资源确保「压倒性」晶片供应能力，并承诺加速建设现有生产基地、于西南部和光州等地新辟厂区，以打造完整 AI 生态系，并促进区域均衡发展。南韩产业通商资源部长官金正官表示，将投入约 800 兆韩元 (约 5180 亿美元) 于西南部兴建四座半导体晶圆厂，三星电子与
双轨进击AI供应链！三星电机有望获5000亿韩元MLCC订单、携手住友化学布局玻璃基板
2026-06-29 网络阅读（119）
AI 伺服器带动高阶电子零组件需求爆发之际，三星集团旗下核心零组件厂三星电机正同步在 MLCC 与下一代半导体封装材料「玻璃基板」两大战场加速卡位。综合《韩国经济日报》与《韩国经济论坛报》等韩媒报导，三星电机近期正与一家美国大型云端服务供应商就 AI 伺服器用 MLCC 供应合约进入最后谈判，合约金额约 5000 亿韩元，且同时预计近期与日本住友化学签署正式协议，双方各出资共 5000 亿韩元成立玻璃基板合资公司，瞄准 2028 年初量产。 MLCC 为电子电路中负责储能与稳压的关键被动元件，
三星、SK传将豪砸1.3兆美元建晶圆厂！南韩启动AI半导体大迎战美中台
2026-06-29 网络阅读（89）
三星集团与 SK 集团传将宣布未来十年最高 2000 兆韩元投资计划，配合南韩总统李在明「三大跃进计划」，重点布局 AI、半导体、资料中心与晶圆厂。花旗认为，在 AI 需求与新建产能带动下，南韩半导体供应链及设备产业可望持续受惠。
1.3兆美元！市场忧三星、SK海力士巨额投资恐吃掉获利韩股开盘挫跌逾3%
2026-06-29 网络阅读（119）
南韩综合股指 (KOSPI) 今 (29) 日开盘后一度重挫 3.1%，主要受到三星电子与 SK 海力士股价大跌拖累，因市场担忧两大晶片巨擘未来十年高达 2000 兆韩元 (约 1.3 兆美元) 的资本支出将严重侵蚀短期获利。《韩国经济日报》今日报导指出，三星与 SK 两大集团预计在当天下午由南韩总统李在明主持的「大飞跃三大超级项目」发布会上，正式宣布上述十年投资计划，其中三星打算在光州兴建 4 至 5 座晶圆厂、在忠清南道建先进封装厂；SK 海力士同样规划在光州设晶圆厂，并扩建忠清北道 NA
AI竞赛变政治竞赛！OpenAI超强GPT-5.6发布背后的「审查风暴」
2026-06-28 网络阅读（109）
OpenAI 正式推出 GPT-5.6，Sol 模型刷新 AI 程式能力纪录，但仅限约 20 家经美国政府核准企业使用，未全面开放 ChatGPT 与 API。本文解析 GPT-5.6 性能、OpenAI 冲刺 IPO 策略、Anthropic 遭全球
ABF迎史上最大缺货潮！AI代理、HPC需求暴增供应链迎最强卖方市场
2026-06-28 网络阅读（95）
AI 代理与 AI 伺服器需求带动 ABF 基板市场进入超级景气循环，预估 2028 年供需缺口扩大至 35%。本文解析 ABF 基板原理、味之素垄断地位、Ibiden 扩产、玻璃基板发展，以及 AI 晶片封装供应链未来 5 年投资趋势。

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