天天财经-提供金融入门知识-投资理财技巧-科技

一天不见数千亿市值！巴隆周刊却喊「不要卖」？拆解Alphabet的AI长线底牌
2026-11-02 网络阅读（14）
Alphabet财报后股价单日重挫近13%，市值蒸发约5000-5600亿美元，创历史纪录第三季营收1275.77亿美元年增25%不如预期；自由现金流连两季为负，资本支出达514亿美元云端业务营收307.09亿美元年增103%，但搜寻广告与YouTube成长放缓，AI Mode也被指压缩搜寻变现
AI点燃超级周期！机构：2026年全球半导体业产值冲向1兆美元　中国产业链加速补链
2026-11-02 网络阅读（21）
AI推动全球半导体进入历史级景气周期，2026年全球销售额估9750亿美元，生成式AI晶片营收近5000亿美元 KPMG调查显示73%高阶主管将AI列为营收成长首要引擎，记忆体与微处理器成最具成长潜力领域中国2025年IC销售额1.73兆元、占全球27.4%，但高阶光刻机等卡脖子环节仍受制于人
辉达展示下一代光互连技术OOI！光引擎整合矽中介层、量产最快2030年后
2026-11-01 网络阅读（23）
辉达展示下一代CPO原型OOI，将光引擎直接整合到运算晶片矽中介层，盼缩短讯号路径、降功耗。 OOI最大挑战是散热、光学耦合与维修，且矽中介层与封装良率掌握在先进封装厂手中，将擡升封装价值。辉达未公布量产时程，业界估2028年Feynman仍用CPO，OOI量产可能要等2030年后。
DeepSeek推出Super-agent架构！打造24小时自主AI代理、跨平台并行处理多项任务
2026-11-01 网络阅读（28）
DeepSeek发表Super-agent架构，以双层Router/Worker、事件驱动等设计，让AI可长时间在线、跨平台接收指令。实验显示，单一工作阶段p95任务完成时间由29.5分钟降至15.7分钟。 DeepSeek内部Super-agent已上线，用于重现与修复问题等。
「AI支出义警」时代到来？微软靠正自由现金流跃居华尔街新宠
2026-11-01 网络阅读（16）
Azure上季营收330亿美元、年增48%，估本季再成长49%至50%，优于微软原估44%至45%。亚马逊AWS单季营收460亿美元、年增39%，虽高于预估37%，但不及投资人原期待的43%至44%。微软第3季维持正自由现金流、资本支出较预期少50亿美元，市场聚焦AI支出纪律。
Anthropic总裁：Claude永远不会成为你的伴侣或心理师！AI时代人类更要持续进化
2026-10-31 网络阅读（25）
Anthropic总裁：AI应接手重复工作，让人类投入人际关系与自我成长；Claude不会成为管理者、咨商师、伴侣或孩子 Anthropic拒绝广告与延长停留模式，主张完成需求即结束对话，反对削弱真实互动的AI虚拟恋人 Claude可协助医疗文献检索、资料整理及改善医疗可及性，但不能取代医师诊断
Google传洽美国国防部参与1850亿美元金穹计划！助强化飞弹防御资料安全
2026-10-31 网络阅读（23）
Google与美国国防部洽谈，拟参与1,850亿美元「金穹」飞弹防御计划的资料安全专案。讨论内容包括部署Google资料储存、网路及资安基础设施，确保敌方破坏地面网路或基地台时通讯仍可运作。五角大厦尚在评估，未定正式架构与名单；若成真，将是Google首次已知参与川普主导的旗舰国防计划。
奥特曼访南韩会三星高层！OpenAI深化记忆体合作、剑指AI资料中心与星际之门
2026-10-31 网络阅读（26）
OpenAI执行长奥特曼（Sam Altman）周六（31日）在南韩与三星(KR005930) 高层主管会面，随着全球记忆体晶片短缺情况日益加剧，双方希望深化在记忆体晶片及人工智慧（AI）基础设施方面的合作。根据《彭博》报导，三星在声明中表示，集团在首尔以南的龙仁市接待奥特曼，并安排他与旗下电子、金融及生技事业体约50名主管进行会谈。讨论重点包括AI在未来十年如何重塑各产业、企业决策方式及商业机会。周六的会谈延续双方先前宣布的合作关系。三星将为OpenAI的「星际之门」（Stargate）基
〈分析〉川普暂缓机器人关税 180天谈判能解美国制造困局?
2026-10-31 网络阅读（30）
川普28日签署公告，认定进口机器人、工业机械及零组件威胁美国国安，但先给180天谈判期，未立即加征关税。商务部称美国多数机器人与工业机械仰赖进口、国内产能不足；若谈判破局，总统可再课税、征费或设配额。美国制造业与台厂供应链恐受影响，若未来加税，采购成本、设备投资与自动化进程可能上升或延后。
记忆体涨价成双面刃！美光坐享高利润却埋下景气反转隐忧
2026-10-31 网络阅读（23）
英特尔示警记忆体短缺与价格飙升，称供应不足正冲击PC市场、拖累需求复苏。美光30日跌5.3%至884.74美元；英特尔财测逊预期，股价重挫29%。记忆体供不应求推升美光获利，但也压缩下游客户；市场忧AI支出放缓后缺口难补。

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"description": "Alphabet财报后股价单日重挫近13%，市值蒸发约5000-5600亿美元，创历史纪录
第三季营收1275.77亿美元年增25%不如预期；自由现金流连两季为负，资本支出达514亿美元
云端业务营收307.09亿美元年增103%，但搜寻广告与YouTube成长放缓，AI Mode也被指压缩搜寻变现", "createdAt": "2026-11-02T06:25:30.000Z", "author": "网络", "pv": 14, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 22797, "title": "AI点燃超级周期！机构：2026年全球半导体业产值冲向1兆美元　中国产业链加速补链", "shortTitle": "AI点燃超级周期！机构：2026年全球半导体业产值冲向1兆美", "img": "https://cimg.cnyes.cool/prod/news/6643629/l/008b40f604a0f8ad9205805fffa27e07.jpg", "description": "AI推动全球半导体进入历史级景气周期，2026年全球销售额估9750亿美元，生成式AI晶片营收近5000亿美元
KPMG调查显示73%高阶主管将AI列为营收成长首要引擎，记忆体与微处理器成最具成长潜力领域
中国2025年IC销售额1.73兆元、占全球27.4%，但高阶光刻机等卡脖子环节仍受制于人", "createdAt": "2026-11-02T04:00:09.000Z", "author": "网络", "pv": 21, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 22733, "title": "辉达展示下一代光互连技术OOI！光引擎整合矽中介层、量产最快2030年后", "shortTitle": "辉达展示下一代光互连技术OOI！光引擎整合矽中介层、量产最快", "img": "https://cimg.cnyes.cool/prod/news/6643213/l/58c49bfb4602539c14dd923cdeebd88f.jpg", "description": "辉达展示下一代CPO原型OOI，将光引擎直接整合到运算晶片矽中介层，盼缩短讯号路径、降功耗。
OOI最大挑战是散热、光学耦合与维修，且矽中介层与封装良率掌握在先进封装厂手中，将擡升封装价值。
辉达未公布量产时程，业界估2028年Feynman仍用CPO，OOI量产可能要等2030年后。", "createdAt": "2026-11-01T12:10:03.000Z", "author": "网络", "pv": 23, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 22730, "title": "DeepSeek推出Super-agent架构！打造24小时自主AI代理、跨平台并行处理多项任务", "shortTitle": "DeepSeek推出Super-agent架构！打造24小时", "img": "https://cimg.cnyes.cool/prod/news/6643211/l/4cb39dd17d809795849cf1361e2c4d38.jpg", "description": "DeepSeek发表Super-agent架构，以双层Router/Worker、事件驱动等设计，让AI可长时间在线、跨平台接收指令。
实验显示，单一工作阶段p95任务完成时间由29.5分钟降至15.7分钟。
DeepSeek内部Super-agent已上线，用于重现与修复问题等。", "createdAt": "2026-11-01T09:10:02.000Z", "author": "网络", "pv": 28, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 22715, "title": "「AI支出义警」时代到来？微软靠正自由现金流跃居华尔街新宠", "shortTitle": "「AI支出义警」时代到来？微软靠正自由现金流跃居华尔街新宠", "img": "https://cimg.cnyes.cool/prod/news/6642738/l/0925daf34417f420d33a95e80a87968f.jpg", "description": "Azure上季营收330亿美元、年增48%，估本季再成长49%至50%，优于微软原估44%至45%。
亚马逊AWS单季营收460亿美元、年增39%，虽高于预估37%，但不及投资人原期待的43%至44%。
微软第3季维持正自由现金流、资本支出较预期少50亿美元，市场聚焦AI支出纪律。", "createdAt": "2026-11-01T01:30:03.000Z", "author": "网络", "pv": 16, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 22697, "title": "Anthropic总裁：Claude永远不会成为你的伴侣或心理师！AI时代人类更要持续进化", "shortTitle": "Anthropic总裁：Claude永远不会成为你的伴侣或心", "img": "https://cimg.cnyes.cool/prod/news/6642934/l/a4213d5bfd7e481a344cb59fccd6a909.jpg", "description": "Anthropic总裁：AI应接手重复工作，让人类投入人际关系与自我成长；Claude不会成为管理者、咨商师、伴侣或孩子
Anthropic拒绝广告与延长停留模式，主张完成需求即结束对话，反对削弱真实互动的AI虚拟恋人
Claude可协助医疗文献检索、资料整理及改善医疗可及性，但不能取代医师诊断", "createdAt": "2026-10-31T13:10:06.000Z", "author": "网络", "pv": 25, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 22696, "title": "Google传洽美国国防部参与1850亿美元金穹计划！助强化飞弹防御资料安全", "shortTitle": "Google传洽美国国防部参与1850亿美元金穹计划！助强化", "img": "https://cimg.cnyes.cool/prod/news/6642880/l/de71444868c477214a4f404e87cec6d4.jpg", "description": "Google与美国国防部洽谈，拟参与1,850亿美元「金穹」飞弹防御计划的资料安全专案。
讨论内容包括部署Google资料储存、网路及资安基础设施，确保敌方破坏地面网路或基地台时通讯仍可运作。
五角大厦尚在评估，未定正式架构与名单；若成真，将是Google首次已知参与川普主导的旗舰国防计划。", "createdAt": "2026-10-31T12:10:03.000Z", "author": "网络", "pv": 23, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 22692, "title": "奥特曼访南韩会三星高层！OpenAI深化记忆体合作、剑指AI资料中心与星际之门", "shortTitle": "奥特曼访南韩会三星高层！OpenAI深化记忆体合作、剑指AI", "img": "https://cimg.cnyes.cool/prod/news/6642963/l/b95da771e95ed2decb06cd1141e6e012.jpg", "description": "OpenAI执行长奥特曼（Sam Altman）周六（31日）在南韩与三星(KR005930) 高层主管会面，随着全球记忆体晶片短缺情况日益加剧，双方希望深化在记忆体晶片及人工智慧（AI）基础设施方面的合作。根据《彭博》报导，三星在声明中表示，集团在首尔以南的龙仁市接待奥特曼，并安排他与旗下电子、金融及生技事业体约50名主管进行会谈。讨论重点包括AI在未来十年如何重塑各产业、企业决策方式及商业机会。周六的会谈延续双方先前宣布的合作关系。三星将为OpenAI的「星际之门」（Stargate）基", "createdAt": "2026-10-31T09:10:04.000Z", "author": "网络", "pv": 26, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 22678, "title": "〈分析〉川普暂缓机器人关税 180天谈判能解美国制造困局?", "shortTitle": "〈分析〉川普暂缓机器人关税 180天谈判能解美国制造困局?", "img": "https://cimg.cnyes.cool/prod/news/6642948/l/a30280d2665cbf099e20cc72036c2354.jpg", "description": "川普28日签署公告，认定进口机器人、工业机械及零组件威胁美国国安，但先给180天谈判期，未立即加征关税。
商务部称美国多数机器人与工业机械仰赖进口、国内产能不足；若谈判破局，总统可再课税、征费或设配额。
美国制造业与台厂供应链恐受影响，若未来加税，采购成本、设备投资与自动化进程可能上升或延后。", "createdAt": "2026-10-31T06:20:03.000Z", "author": "网络", "pv": 30, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 22679, "title": "记忆体涨价成双面刃！美光坐享高利润却埋下景气反转隐忧", "shortTitle": "记忆体涨价成双面刃！美光坐享高利润却埋下景气反转隐忧", "img": "https://cimg.cnyes.cool/prod/news/6642910/l/d21f8bfd3fbfcaad0fec7ba36e8c2f53.jpg", "description": "英特尔示警记忆体短缺与价格飙升，称供应不足正冲击PC市场、拖累需求复苏。
美光30日跌5.3%至884.74美元；英特尔财测逊预期，股价重挫29%。
记忆体供不应求推升美光获利，但也压缩下游客户；市场忧AI支出放缓后缺口难补。", "createdAt": "2026-10-31T06:20:03.000Z", "author": "网络", "pv": 23, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }