天天财经-提供金融入门知识-投资理财技巧-科技

2小时破解！CodeWall旗下AI智能体仅花20美元运算资源攻破160亿美元巨头的安全系统
2026-05-18 网络阅读（100）
纽约时间凌晨两点，一台没有躯体的 AI 智能体悄然启动，仅耗费 20 美元的运算资源与两小时时间，便让全球顶尖管理顾问公司麦肯锡引以为傲的数位大脑彻底沦陷。中国《新智元》报导，以上并非科幻电影情节，而是资安新创公司 CodeWall 近期进行的一场真实红队演练。过程中，AI 没有询问任何人类，自主评估风险与价值后，精准选定目标，成功夺取麦肯锡内部 AI 平台「Lilli」的完整控制权，窃取了高达 4650 万条战略对话纪录、72 万份核心文件与 95 条系统提示词，甚至让 AI 在得手瞬间震惊
AI改写职场规则菜鸟更难出头、优势倒向资深员工
2026-05-18 网络阅读（105）
谈到裁员，年长员工往往首当其冲、受影响比例偏高。然而，一项针对企业执行长的最新调查显示，随着企业导入人工智慧，这样的情况未必会持续。根据顾问公司 Oliver Wyman 的全球调查，超过四成的执行长计划在未来一至两年削减初阶职位，并将人力结构转向中阶与高阶职位；仅有 17% 表示会提高初阶职位占比。这与一年前的情况几乎完全相反。「我认为现在初阶人才确实更难进入职场，」负责该公司研究部门 Oliver Wyman Forum 的 John Romeo 表示，「执行长现在更看重中高阶员工，期待
机器人还无法取代人类？Figure AI人形机器人F.03分拣包裹输给实习生
2026-05-18 网络阅读（100）
机器人新创 Figure AI 举办人机对决直播挑战，人形机器人 F.03 在 10 小时包裹分类任务中以些微差距输给人类实习生 Aime。尽管机器人展现稳定效率与持续运作能力，但结果引发外界对 AI 取代蓝领与白领工作的讨论，尤其白领职
法院下令禁罢工行动影响产量！三星工会：法院下达部分禁令后仍将如期举行罢工
2026-05-18 网络阅读（96）
三星电子工会周一 (18 日) 发出声明表示，尽管当地法院已部分应允三星的禁令申请，工会仍然会按原定计划发起罢工，并将尊重法院下达的禁令，承诺确保罢工行动不会扰乱生产秩序。综合《韩联社》与《第一财经》等外媒报导，南韩三星电子劳资双方分歧谈判走到关键时刻之际，水原地方法院周一批准三星提出的部分禁令请求，责令该公司工会须确保即将开始的全面罢工行动「不影响产量」，「不得导致这家全球重要的记忆体晶片制造商生产原料受损」。此前三星劳资双方谈判一度破裂，经南韩劳动部长金英勋亲自出面斡旋、劝说，双方达成共
三星电子劳资纠纷韩国总统李在明发文表态
2026-05-18 网络阅读（103）
在三星电子劳资进行第二轮事后调整会议之际，韩国总统李在明 18 日（周一）呼吁劳资双方凝聚智慧，摒弃单方面利益，寻求妥协。
危险藏在需求端！WSJ专栏作家：AI记忆体晶片荣景正埋下崩盘的种子
2026-05-18 网络阅读（99）
《华尔街日报》专栏作家 James Mackintosh 近日撰文警告，当前由 AI 驱动的记忆体晶片荣景，正悄然埋下自我毁灭的种子。他在文中以美光科技为核心案例指出，这家三年前才刚创下史上最大亏损的企业，如今竟被预测将成为美国第六大获利公司，未来 12 个月净利润将逼近千亿美元，超越 Meta 与波克夏海瑟威。三星与 SK 海力士同样受惠于高频宽记忆体需求爆发，带动韩股成为今年全球表现最佳的市场之一，但越是繁荣，危机越深。美光当前本益比不到 10 倍，看似处于标普 500 指数中最便宜的行
这次记忆体超级周期「不同以往」！野村狂调三星、SK海力士目标价：估值正向台积电靠拢
2026-05-17 网络阅读（106）
野村证券指出，AI 推论、AI 代理与 KV 快取需求快速成长，正推动记忆体产业进入前所未有的超级周期。受 HBM 与高效能储存器供不应求带动，野村大幅上调三星电子与 SK 海力士目标价逾一倍，并认为两家公司估值模式有望逐步向台积电靠拢
总罢工逼近！三星电子劳资明天重启谈判
2026-05-17 网络阅读（111）
三星电子劳资双方将于 18 日上午 10 时启动第二轮事后调解，劳方已宣布将于 21 日发动 18 天总罢工，因此双方调解能否达成协议从而化解矛盾，避免罢工，引发外界关注。
AI红利分配不均引爆罢工！三星记忆体部门狂欢逻辑晶片部门心寒全球半导体供应蒙尘
2026-05-16 网络阅读（96）
南韩半导体巨头三星电子正面临创纪录的劳资危机，超过 4.5 万名员工威胁自下周四 (21 日) 起发动公司史上最大规模罢工，抗议奖金分配方案严重不公。这场风波不仅引发南韩政府与外资震动，更对全球 AI 供应链构成潜在威胁。冲突核心在于三星将巨额利润集中奖励给记忆体晶片部门员工。随着全球 AI 热潮推升记忆体晶片价格，三星提出给予 2.7 万名记忆体部门员工最高达年薪 607% 的奖金，而负责为辉达、特斯拉研发 AI 晶片的 2.3 万名逻辑晶片与晶圆代工员工，奖金仅为年薪的 50% 至 100
三星电子18天大罢工倒数！工会拒绝让步、南韩政府罕见警告半导体供应链恐遭重击
2026-05-16 网络阅读（112）
三星电子劳资冲突持续升温，工会宣布将于 5 月 21 日至 6 月 7 日发动 18 天大罢工，即使管理层罕见公开道歉并提出无条件对话，工会仍拒绝让步。市场担忧，若超过 5 万名员工参与罢工，三星半导体生产与全球供应链恐遭重大冲击，损失上看 40

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