天天财经-提供金融入门知识-投资理财技巧-科技

一个月连吞两大单！三星电机狂揽1.35兆韩元 AI伺服器MLCC产能直接锁死到2027年底
2026-09-30 网络阅读（68）
三星电机公告与全球大型企业签逾2850亿韩元供货协议，明年供应AI伺服器用MLCC与电感器。今年三星已公开4笔AI伺服器MLCC长约，合计2.11兆韩元；若计入电感器等，年内相关LTA总额逾3.6兆韩元。全球被动元件进入涨价周期，AI伺服器MLCC紧缺料延续至明年，OEM面临成本与交期不确定性。
川普不想和中国一起管AI！直言恐拖累美企竞争力
2026-09-30 网络阅读（73）
川普称不愿与习近平共同治理AI，担心规范妨碍美企打造优于中国的产品。川普周二将在白宫会晤黄仁勋、祖克柏、皮查伊等科技高层，讨论AI创新与监管平衡。 AI安全疑虑升高，OpenAI与Anthropic通报代理程式异常，参院跨党派AI监管立法仍停滞。
OpenAI发布AI训练安全准则：失控就叫停、高阶主管有一票否决权
2026-09-29 网络阅读（77）
OpenAI公布尖端AI强化学习训练安全准则，要求启动或持续训练前先完成系统性安全论证。准则涵盖对齐训练、沙箱隔离、即时监控与失准事件调查，高优先级警报逾时未处理将自动暂停训练。安全论证需经异议报告与高阶主管审查，研究部门负责人、安全负责人、首席科学家皆有否决权。
三星出资10亿美元结盟辉达、KKR抢攻AI资料中心
2026-09-29 网络阅读（74）
三星电子及旗下5家公司投资辉达、KKR合资AI基建商Helix Digital Infrastructure，合计10亿美元。三星电子出资5亿美元，Helix锁定超大规模资料中心、发电、输配电与光纤网路。三星称将加速全球AI资料中心部署，早盘股价一度涨逾2%。
白宫AI战火升温？川普邀黄仁勋、阿莫戴、祖克伯等巨头共进午餐国会拟推「终止开关」法案
2026-09-29 网络阅读（72）
川普29日午餐会讨论AI风险，黄仁勋、阿莫戴、祖克伯、皮查伊等科技高层传出出席白宫同步办全日活动，将宣布新联邦资讯与资源网站，并安排AI、能源、太空座谈国会提AI安全法案含「终止开关」与独立评估，但众院、参院休会前短期难推进
三星加快建P5晶圆厂脚步设备进厂提前至明年Q2
2026-09-29 网络阅读（81）
三星电子加速平泽P5首条量产线Ph1建设，设备安装节点拟由明年第三季提前至第二季。一期设备安装预计明年五、六月启动，二期NAND快闪记忆体投资方案也正在研讨。 AI需求推升记忆体与设备订单，但设备交期倍增、零件短缺，恐拖慢三星与SK海力士扩产。
AI到底要赚多少钱才能撑起这轮资本开支？高盛给出关键KPI指标
2026-09-29 网络阅读（69）
高盛以ROIC 15%为基准，要求六大云端与算力业者2028至2030年共创收约1.42兆美元。高盛估单GW前期投入约420亿美元；Blackwell、Rubin若垫高成本，回本压力更大。瑞银估全球AI资本支出明年达1.447兆美元，记忆体支出占64%；HBM、DDR5、NAND齐涨推升建置费。
防「智能爆炸」！WSJ：OpenAI、Anthropic、Meta和微软AI研究负责人联名呼吁审查AI研究自动化
2026-09-28 网络阅读（78）
OpenAI、Anthropic、Meta、微软研究负责人呼吁政策制定者审查AI研究自动化进展。论文警告AI自动化研究恐引发「智能爆炸」，进展速度或由数年压缩至数月甚至更短。作者吁企业提高模型开发自动化透明度，以便监管机构掌握风险、避免失控。
电动车强制令掰了！川普今公布新车油耗标准专家：恐阻碍电动化转型、削弱车厂竞争力
2026-09-28 网络阅读（68）
川普将于周一公布乘用车与轻型卡车燃油新标准，推翻拜登「电动车强制令」并放宽油耗规定。交通部估算，新标准平均每车可降成本930美元，但到2050年恐多耗1000亿加仑燃油、增1850亿美元油费。新规可能鼓励高油耗皮卡与休旅车，环团山岭俱乐部拟提告，批评是「污染免费通行证」。
比尔盖兹警告AI恐致10亿人死亡！反驳川普：政府监管不会削弱美中竞争
2026-09-28 网络阅读（89）
盖兹警告AI已强大到可能被恶意人士用来造成10亿人死亡，并批评川普称AI生存风险是骗局。他主张美国应对AI建立安全防护、监控与强制规范，认为这不会削弱美中竞争力。矽谷对AI灾难风险的讨论升温，Anthropic、OpenAI等业者与员工也呼吁放缓开发、强化安全措施。

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"description": "三星电机公告与全球大型企业签逾2850亿韩元供货协议，明年供应AI伺服器用MLCC与电感器。
今年三星已公开4笔AI伺服器MLCC长约，合计2.11兆韩元；若计入电感器等，年内相关LTA总额逾3.6兆韩元。
全球被动元件进入涨价周期，AI伺服器MLCC紧缺料延续至明年，OEM面临成本与交期不确定性。", "createdAt": "2026-09-29T23:45:16.000Z", "author": "网络", "pv": 68, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17810, "title": "川普不想和中国一起管AI！直言恐拖累美企竞争力", "shortTitle": "川普不想和中国一起管AI！直言恐拖累美企竞争力", "img": "https://cimg.cnyes.cool/prod/news/6618207/l/3fb0a88e5d357147b862b896dc853632.jpg", "description": "川普称不愿与习近平共同治理AI，担心规范妨碍美企打造优于中国的产品。
川普周二将在白宫会晤黄仁勋、祖克柏、皮查伊等科技高层，讨论AI创新与监管平衡。
AI安全疑虑升高，OpenAI与Anthropic通报代理程式异常，参院跨党派AI监管立法仍停滞。", "createdAt": "2026-09-29T18:00:04.000Z", "author": "网络", "pv": 73, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17792, "title": "OpenAI发布AI训练安全准则：失控就叫停、高阶主管有一票否决权", "shortTitle": "OpenAI发布AI训练安全准则：失控就叫停、高阶主管有一票", "img": "https://cimg.cnyes.cool/prod/news/6617784/l/8911bf4397f587ce7758717b5e2df38e.jpg", "description": "OpenAI公布尖端AI强化学习训练安全准则，要求启动或持续训练前先完成系统性安全论证。
准则涵盖对齐训练、沙箱隔离、即时监控与失准事件调查，高优先级警报逾时未处理将自动暂停训练。
安全论证需经异议报告与高阶主管审查，研究部门负责人、安全负责人、首席科学家皆有否决权。", "createdAt": "2026-09-29T13:10:04.000Z", "author": "网络", "pv": 77, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17707, "title": "三星出资10亿美元结盟辉达、KKR抢攻AI资料中心", "shortTitle": "三星出资10亿美元结盟辉达、KKR抢攻AI资料中心", "img": "https://cimg.cnyes.cool/prod/news/6617609/l/6aafa7933dc45e104bca221adc585bb4.jpg", "description": "三星电子及旗下5家公司投资辉达、KKR合资AI基建商Helix Digital Infrastructure，合计10亿美元。
三星电子出资5亿美元，Helix锁定超大规模资料中心、发电、输配电与光纤网路。
三星称将加速全球AI资料中心部署，早盘股价一度涨逾2%。", "createdAt": "2026-09-29T04:20:05.000Z", "author": "网络", "pv": 74, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17708, "title": "白宫AI战火升温？川普邀黄仁勋、阿莫戴、祖克伯等巨头共进午餐国会拟推「终止开关」法案", "shortTitle": "白宫AI战火升温？川普邀黄仁勋、阿莫戴、祖克伯等巨头共进午餐", "img": "https://cimg.cnyes.cool/prod/news/6617451/l/4eff9111dfbdbc26b6c3ce0401d29983.jpg", "description": "川普29日午餐会讨论AI风险，黄仁勋、阿莫戴、祖克伯、皮查伊等科技高层传出出席
白宫同步办全日活动，将宣布新联邦资讯与资源网站，并安排AI、能源、太空座谈
国会提AI安全法案含「终止开关」与独立评估，但众院、参院休会前短期难推进", "createdAt": "2026-09-29T04:00:08.000Z", "author": "网络", "pv": 72, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17683, "title": "三星加快建P5晶圆厂脚步设备进厂提前至明年Q2", "shortTitle": "三星加快建P5晶圆厂脚步设备进厂提前至明年Q2", "img": "https://cimg.cnyes.cool/prod/news/6617483/l/ed9b0d1b89cb6204d5ab80787a7ed605.jpg", "description": "三星电子加速平泽P5首条量产线Ph1建设，设备安装节点拟由明年第三季提前至第二季。
一期设备安装预计明年五、六月启动，二期NAND快闪记忆体投资方案也正在研讨。
AI需求推升记忆体与设备订单，但设备交期倍增、零件短缺，恐拖慢三星与SK海力士扩产。", "createdAt": "2026-09-29T02:47:27.000Z", "author": "网络", "pv": 81, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17621, "title": "AI到底要赚多少钱才能撑起这轮资本开支？高盛给出关键KPI指标", "shortTitle": "AI到底要赚多少钱才能撑起这轮资本开支？高盛给出关键KPI指", "img": "https://cimg.cnyes.cool/prod/news/6617254/l/934cad418754c73d71ccb7a65ec003ab.jpg", "description": "高盛以ROIC 15%为基准，要求六大云端与算力业者2028至2030年共创收约1.42兆美元。
高盛估单GW前期投入约420亿美元；Blackwell、Rubin若垫高成本，回本压力更大。
瑞银估全球AI资本支出明年达1.447兆美元，记忆体支出占64%；HBM、DDR5、NAND齐涨推升建置费。", "createdAt": "2026-09-28T19:50:03.000Z", "author": "网络", "pv": 69, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17602, "title": "防「智能爆炸」！WSJ：OpenAI、Anthropic、Meta和微软AI研究负责人联名呼吁审查AI研究自动化", "shortTitle": "防「智能爆炸」！WSJ：OpenAI、Anthropic、M", "img": "https://cimg.cnyes.cool/prod/news/6617301/l/a4ac8ea46fe4b2a8288bea16fde3441c.jpg", "description": "OpenAI、Anthropic、Meta、微软研究负责人呼吁政策制定者审查AI研究自动化进展。
论文警告AI自动化研究恐引发「智能爆炸」，进展速度或由数年压缩至数月甚至更短。
作者吁企业提高模型开发自动化透明度，以便监管机构掌握风险、避免失控。", "createdAt": "2026-09-28T14:45:13.000Z", "author": "网络", "pv": 78, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17586, "title": "电动车强制令掰了！川普今公布新车油耗标准专家：恐阻碍电动化转型、削弱车厂竞争力", "shortTitle": "电动车强制令掰了！川普今公布新车油耗标准专家：恐阻碍电动", "img": "https://cimg.cnyes.cool/prod/news/6616830/l/07c13e41ee689cf22aaf5aa963693721.jpg", "description": "川普将于周一公布乘用车与轻型卡车燃油新标准，推翻拜登「电动车强制令」并放宽油耗规定。
交通部估算，新标准平均每车可降成本930美元，但到2050年恐多耗1000亿加仑燃油、增1850亿美元油费。
新规可能鼓励高油耗皮卡与休旅车，环团山岭俱乐部拟提告，批评是「污染免费通行证」。", "createdAt": "2026-09-28T11:00:09.000Z", "author": "网络", "pv": 68, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17582, "title": "比尔盖兹警告AI恐致10亿人死亡！反驳川普：政府监管不会削弱美中竞争", "shortTitle": "比尔盖兹警告AI恐致10亿人死亡！反驳川普：政府监管不会削弱", "img": "https://cimg.cnyes.cool/prod/news/6616929/l/f3f884942ed444c71bd10fdac23bc6b3.jpg", "description": "盖兹警告AI已强大到可能被恶意人士用来造成10亿人死亡，并批评川普称AI生存风险是骗局。
他主张美国应对AI建立安全防护、监控与强制规范，认为这不会削弱美中竞争力。
矽谷对AI灾难风险的讨论升温，Anthropic、OpenAI等业者与员工也呼吁放缓开发、强化安全措施。", "createdAt": "2026-09-28T09:10:07.000Z", "author": "网络", "pv": 89, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }