天天财经-提供金融入门知识-投资理财技巧-科技

SpaceX扩建资料中心、美超微上修财测！华尔街看好戴尔两大利多毛利率成关键
2026-10-22 网络阅读（59）
戴尔周三收涨5.3%，分析师表示受SpaceX扩充资料中心及美超微上修财测带动。 SpaceX明年将资料中心容量由10GW扩至最高20GW；美超微第1季初步营收预估上修27%，并调高毛利率。 Melius、瑞穗及美银看好戴尔受惠需求扩大与定价力提升；瑞穗给予优于大盘、目标价650美元。
DeepSeek释出核心推理框架引发热议美中竞争再添话题
2026-10-22 网络阅读（63）
DeepSeek 20日宣布开放原始码生产级推理框架 DeepInfer，采 Apache-2.0 授权 DeepInfer 主打降低 AI 算力成本与能源消耗，支援 NVIDIA SM100 GPU、华为升腾950 NPU 开源仅限离线推理引擎，云端托管与本地部署成本可望下降，引发全球关注
半导体关键微影材料告急：光致产酸剂成为卡住AI的隐形火种
2026-10-22 网络阅读（62）
AI晶片与HBM需求暴增下，PAG成先进制程关键材料，攸关良率与算力产能。日本供应商调涨高阶ArF光阻16%至22%，HBM用浸没式ArF最高涨24%，交期拉长至6至8个月。 EPA新型PAG审查遭环团提告，且EUV研发显示高氟化不一定提升产酸效率，供应链压力升高。
OpenAI总裁捐2500万美元挺反监管阵营安全承诺遭质疑
2026-10-22 网络阅读（49）
Brockman夫妇捐款2,500万美元支持反AI过度监管团体Leading the Future。 Brockman近期与5名科技高层签署川普AI安全协议，承诺接受独立稽核并防止AI未预期存取系统。 OpenAI与Anthropic支持不同监管阵营，AI监管之争恐影响合规成本及IPO估值。
Anthropic推个人AI代理Claude Duet Opus 5.5驱动整合逾6000种工具
2026-10-22 网络阅读（52）
Anthropic推Claude Duet，靠Claude Opus 5.5主打云端背景执行、串接app与主动追踪任务。目前仅开放美国Pro与Max用户候补；整合逾6000种连接器，发讯、付款等需人工批准。 AI助理战局升温，Anthropic、xAI、Meta、OpenAI近两月均推出类似产品。
美光桃园工会今起罢工24小时公司：持续沟通并诚信协商
2026-10-22 网络阅读（50）
台湾美光桃园工会与公司昨（21）日下午针对工会四大诉求进行协商，但双方未能达成共识。工会宣布，今（22）日上午9时起至明（23）日上午9时，将于台湾美光桃园公司门口进行24小时罢工行动，并将针对公司于今日上午10时全员会议宣布的方案进行全体会员投票。桃园工会指出，昨日协商过程中，公司未针对工会诉求提出具体数字回复。其中，针对工会提出的分润制方案，公司早在9月4日第一次调解会议时，就表示将于下次会议提出具体方案，但9月21日第二次调解会议及昨日协商均未提出具体数字，令工会无法接受。工会指称，公司
PC已死？黄仁勋：AI效能十年提升100万倍新布局在个人代理、AI工厂与人形机器人
2026-10-22 网络阅读（65）
黄仁勋称十年来AI效能提升约100万倍，产业迈向AI代理、AI工厂与机器人时代。辉达推RTX Spark、Vera Rubin及DSX POD，AI工厂最快14天部署。辉达发布OpenShell、企业知识架构及Agile ONE SN人形机器人平台。
〈财报〉Meta Q3营收年增26%至646亿美元全年AI资本支出上看1450亿美元
2026-10-22 网络阅读（54）
Meta第3季营收646.01亿美元、年增26%，净利98.60亿美元、EPS 3.83美元，皆优于预期。受与52州青少年诉讼和解费98.9亿美元影响，总成本516.13亿美元，营业利益率降至20%。全年资本支出上调至1,350亿至1,450亿美元，并将设不具表决权C股支援AI投资。
AI「金丝雀」重鸣！韩十月前20天晶片出口狂飙222.5% 财长：半导体荣景至少持续到2027
2026-10-21 网络阅读（63）
南韩10月前20天出口616亿美元、年增近倍，晶片出口暴增222.5%至275亿美元，占比44.7%。对中、美出口分别增154.4%、154.9%；全年累计出口8763亿美元，贸易顺差2669亿美元。李炯日称半导体荣景至少可续至2027年，BOK周四料按兵不动，市场估11月升息至3.25%。
中国AI算力偏重短剧？业者与官媒驳斥「发展跑偏论」
2026-10-21 网络阅读（62）
中国超过一半AI算力用于微短剧说法引争议，中文线上披露AI Token 55%流向影片生成。字节跳动豆包公关刘星称相关算力数据「有些不靠谱」，自家仅约10%用于影片生成。人民日报指Token消耗仅反映市场消费，中国AI研发未跑偏，仍推动十万卡级算力池。

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SpaceX明年将资料中心容量由10GW扩至最高20GW；美超微第1季初步营收预估上修27%，并调高毛利率。
Melius、瑞穗及美银看好戴尔受惠需求扩大与定价力提升；瑞穗给予优于大盘、目标价650美元。", "createdAt": "2026-10-22T10:30:04.000Z", "author": "网络", "pv": 59, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 21474, "title": "DeepSeek释出核心推理框架引发热议美中竞争再添话题", "shortTitle": "DeepSeek释出核心推理框架引发热议美中竞争再添话题", "img": "https://cimg.cnyes.cool/prod/news/6635705/l/16d5b10d05384ca39705014a4640f38a.jpg", "description": "DeepSeek 20日宣布开放原始码生产级推理框架 DeepInfer，采 Apache-2.0 授权
DeepInfer 主打降低 AI 算力成本与能源消耗，支援 NVIDIA SM100 GPU、华为升腾950 NPU
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日本供应商调涨高阶ArF光阻16%至22%，HBM用浸没式ArF最高涨24%，交期拉长至6至8个月。
EPA新型PAG审查遭环团提告，且EUV研发显示高氟化不一定提升产酸效率，供应链压力升高。", "createdAt": "2026-10-22T07:20:03.000Z", "author": "网络", "pv": 62, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 21439, "title": "OpenAI总裁捐2500万美元挺反监管阵营安全承诺遭质疑", "shortTitle": "OpenAI总裁捐2500万美元挺反监管阵营安全承诺遭质疑", "img": "https://cimg.cnyes.cool/prod/news/6635672/l/78e77e337fd3047dd0ea7971d48737dc.jpg", "description": "Brockman夫妇捐款2,500万美元支持反AI过度监管团体Leading the Future。
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OpenAI与Anthropic支持不同监管阵营，AI监管之争恐影响合规成本及IPO估值。", "createdAt": "2026-10-22T04:20:02.000Z", "author": "网络", "pv": 49, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 21440, "title": "Anthropic推个人AI代理Claude Duet Opus 5.5驱动整合逾6000种工具", "shortTitle": "Anthropic推个人AI代理Claude Duet Op", "img": "https://cimg.cnyes.cool/prod/news/6635655/l/9cb543c69fea4c7a68f780855d49c15a.jpg", "description": "Anthropic推Claude Duet，靠Claude Opus 5.5主打云端背景执行、串接app与主动追踪任务。
目前仅开放美国Pro与Max用户候补；整合逾6000种连接器，发讯、付款等需人工批准。
AI助理战局升温，Anthropic、xAI、Meta、OpenAI近两月均推出类似产品。", "createdAt": "2026-10-22T03:50:03.000Z", "author": "网络", "pv": 52, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 21441, "title": "美光桃园工会今起罢工24小时公司：持续沟通并诚信协商", "shortTitle": "美光桃园工会今起罢工24小时公司：持续沟通并诚信协商", "img": "https://cimg.cnyes.cool/prod/news/6635643/l/f767ef03a7179c7a3dda8e45a912dc73.jpg", "description": "台湾美光桃园工会与公司昨（21）日下午针对工会四大诉求进行协商，但双方未能达成共识。工会宣布，今（22）日上午9时起至明（23）日上午9时，将于台湾美光桃园公司门口进行24小时罢工行动，并将针对公司于今日上午10时全员会议宣布的方案进行全体会员投票。桃园工会指出，昨日协商过程中，公司未针对工会诉求提出具体数字回复。其中，针对工会提出的分润制方案，公司早在9月4日第一次调解会议时，就表示将于下次会议提出具体方案，但9月21日第二次调解会议及昨日协商均未提出具体数字，令工会无法接受。工会指称，公司", "createdAt": "2026-10-22T03:37:25.000Z", "author": "网络", "pv": 50, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 21382, "title": "PC已死？黄仁勋：AI效能十年提升100万倍新布局在个人代理、AI工厂与人形机器人", "shortTitle": "PC已死？黄仁勋：AI效能十年提升100万倍新布局在个人代", "img": "https://cimg.cnyes.cool/prod/news/6635483/l/a86f344d1a8834aa5e147eff5d0868ae.jpg", "description": "黄仁勋称十年来AI效能提升约100万倍，产业迈向AI代理、AI工厂与机器人时代。
辉达推RTX Spark、Vera Rubin及DSX POD，AI工厂最快14天部署。
辉达发布OpenShell、企业知识架构及Agile ONE SN人形机器人平台。", "createdAt": "2026-10-21T23:20:03.000Z", "author": "网络", "pv": 65, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 21383, "title": "〈财报〉Meta Q3营收年增26%至646亿美元全年AI资本支出上看1450亿美元", "shortTitle": "〈财报〉Meta Q3营收年增26%至646亿美元全年AI", "img": "https://cimg.cnyes.cool/prod/news/6635381/l/0b31887ad8cd6686e2f83502f18226e6.jpg", "description": "Meta第3季营收646.01亿美元、年增26%，净利98.60亿美元、EPS 3.83美元，皆优于预期。
受与52州青少年诉讼和解费98.9亿美元影响，总成本516.13亿美元，营业利益率降至20%。
全年资本支出上调至1,350亿至1,450亿美元，并将设不具表决权C股支援AI投资。", "createdAt": "2026-10-21T22:50:27.000Z", "author": "网络", "pv": 54, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 21311, "title": "AI「金丝雀」重鸣！韩十月前20天晶片出口狂飙222.5% 财长：半导体荣景至少持续到2027", "shortTitle": "AI「金丝雀」重鸣！韩十月前20天晶片出口狂飙222.5% ", "img": "https://cimg.cnyes.cool/prod/news/6635016/l/15aa560f5b185fedd71707d34bf8f0ee.jpg", "description": "南韩10月前20天出口616亿美元、年增近倍，晶片出口暴增222.5%至275亿美元，占比44.7%。
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李炯日称半导体荣景至少可续至2027年，BOK周四料按兵不动，市场估11月升息至3.25%。", "createdAt": "2026-10-21T09:00:04.000Z", "author": "网络", "pv": 63, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 21298, "title": "中国AI算力偏重短剧？业者与官媒驳斥「发展跑偏论」", "shortTitle": "中国AI算力偏重短剧？业者与官媒驳斥「发展跑偏论」", "img": "https://cimg.cnyes.cool/prod/news/6634924/l/3f49866e2e8454859ff7a3e6e8a2c597.jpg", "description": "中国超过一半AI算力用于微短剧说法引争议，中文线上披露AI Token 55%流向影片生成。
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人民日报指Token消耗仅反映市场消费，中国AI研发未跑偏，仍推动十万卡级算力池。", "createdAt": "2026-10-21T07:40:06.000Z", "author": "网络", "pv": 62, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }