天天财经-提供金融入门知识-投资理财技巧-科技

重申买进三星、SK海力士！花旗：AI「持续学习」将引爆eSSD需求，2027年NAND缺口将扩至6.1%
2026-09-23 网络阅读（150）
花旗周二(22日)发布全球半导体研报提出一条新的记忆体周期叙事：AI正从「训练完成即参数固定」的典范转向持续学习(continual learning)，这一变化不仅擡升HBM需求，更将记忆体变成AI推理侧的刚需，进而把企业级SSD(eSSD)推入高景气区间。花旗预测，2027年eSSD需求年增52.9%，整体SSD需求成长率约45.0%，NAND市场则将在2027、2028年分别出现6.1%、5.5%的供需缺口。需求端的核心变数是「资料必须被记住」，持续学习要求AI系统在使用过程中不断吸收
马斯克：20年后可能有1,000亿台人形机器人
2026-09-23 网络阅读（76）
美国电动车大厂特斯拉（Tesla）(TSLA-US) 执行长马斯克接受《央视》专访，谈及机器人，他认为未来每个人都能拥有专属机器人，这些机器人可以照料年迈父母，看护孩童，还能担任孩子一对一私教，承担各类工作。马斯克说，未来一个人可以操控成百上千台甚至上万台实体机器人和数位智慧体。「我的预测是十年内至少有10亿台人形机器人，未来15年或许达到100亿台，未来20年可能达到1,000亿台。」马斯克说。
Meta Muse爆红颠覆消费习惯？AI代理人帮管钱与订房华尔街急抛金融旅游股
2026-09-23 网络阅读（81）
Meta新AI代理Muse带动科技股续演AI热潮，那斯达克创新高金融股周二遭抛售，标普500金融类股跌2%，嘉信理财、LPL、Raymond James、Ameriprise跌逾5% 摩根大通跌3.4%、富国跌3.9%，Banking、Booking Holdings与Allstate等同步受压
同日推低价版模型 OpenAI、Anthropic价格战开打
2026-09-23 网络阅读（83）
Anthropic推Claude Opus 5.5，使用成本较前代降约40%。 OpenAI同日推ChatGPT-6低价版Sol、Luna，定价较ChatGPT-5.6降50%。美国AI实验室竞争转向价格与性能比拚，争取成本敏感企业客户。
MLCC高端产品严重缺货！中国深圳华强北商家直呼「爆单」　现货价格波动大
2026-09-23 网络阅读（132）
海外MLCC龙头村田、太阳诱电、三星马达相继调涨报价，AI伺服器高容量MLCC涨幅15%-35%。华强北现货市场供货紧缺、商家称爆单拿不到货，高阶与AI类MLCC价格波动更剧烈。业界估AI类MLCC将因产能扩张慢而长期缺货涨价，消费类价格则视原厂扩产而定。
为何欧洲市值「一哥」艾司摩尔在当地销售竟挂零？副总裁这样说
2026-09-23 网络阅读（105）
ASML高层称欧洲因缺乏投资、没有新晶片工厂在建，整机设备在本土市场几乎零销售今年上半年ASML最大市场为南韩，其次台湾与中国大陆，AI算力扩张带动需求集中亚洲与北美欧盟晶片法案已上路但成效未显，审计机构指2030年全球市占翻倍目标很可能无法实现
呼吁放缓后首发新模型！Anthropic推出Opus 5.5：性能与Fable 5.1相当比Opus 5便宜40%
2026-09-23 网络阅读（89）
Anthropic周二(22日)推出全新高阶模型Claude Opus 5.5，为Claude 5.5系列首款模型，也是执行长Dario Amodei公开呼吁行业放缓AI研发后首度发布新模型。这家AI新创公司表示，Opus 5.5多数任务综合表现与Claude Fable 5.1相当，但使用成本较上代Opus 5降低40%，定价改为每百万输入token收4美元、每百万输出token收20美元。Opus 5.0原为输入5美元、输出25美元。 token为大模型计量单位，降价有助企业在程式设计、知
Meta测试Muse真人礼宾功能！AI通话交给承包商引爆隐私疑虑
2026-09-23 网络阅读（83）
Meta测试「真人礼宾服务」,让人类承包商代替Muse拨打部分电话部分员工忧使用者不知情下向外部承包商透露敏感资讯,引发隐私疑虑 Meta称反应极为正面,将搜集意见并在完善安全与资讯揭露后才上线
今后AI在美国改叫「超级智慧」！川普：将鼓励发展而非限制
2026-09-23 网络阅读（87）
川普在联合国大会称，美国政府文件今后改用「超级智慧」取代「人工智慧」他重申AI警告是骗局，反对任何试图控制超级智慧的全球性图谋周一又称司法部必要时将介入约束AI风险，但不阻碍产业发展
当算力瓶颈变成电力瓶颈！大摩点名缺电这些「缺电概念股」迎暴增商机
2026-09-23 网络阅读（85）
摩根士丹利估美国至2028年电力短缺达33GW，约晶片需求34% Byrd看好有电外壳供应商，推荐CIFR、HUT、RIOT、GLXY、WULF，估6个月内各签1笔大型租赁表后BTM发电需求将大增，推荐BE、GEV、CMI；SpaceX收购APR Energy切入燃气涡轮机

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金融股周二遭抛售，标普500金融类股跌2%，嘉信理财、LPL、Raymond James、Ameriprise跌逾5%
摩根大通跌3.4%、富国跌3.9%，Banking、Booking Holdings与Allstate等同步受压", "createdAt": "2026-09-23T04:00:18.000Z", "author": "网络", "pv": 81, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17095, "title": "同日推低价版模型 OpenAI、Anthropic价格战开打", "shortTitle": "同日推低价版模型 OpenAI、Anthropic价格战开打", "img": "https://cimg.cnyes.cool/prod/news/6613663/l/b020d1a4747530f4ae67bcbd698791ca.jpg", "description": "Anthropic推Claude Opus 5.5，使用成本较前代降约40%。
OpenAI同日推ChatGPT-6低价版Sol、Luna，定价较ChatGPT-5.6降50%。
美国AI实验室竞争转向价格与性能比拚，争取成本敏感企业客户。", "createdAt": "2026-09-23T02:40:50.000Z", "author": "网络", "pv": 83, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17096, "title": "MLCC高端产品严重缺货！中国深圳华强北商家直呼「爆单」　现货价格波动大", "shortTitle": "MLCC高端产品严重缺货！中国深圳华强北商家直呼「爆单」　现", "img": "https://cimg.cnyes.cool/prod/news/6613387/l/5e509914f385874bef2e3a93fdadcf87.jpg", "description": "海外MLCC龙头村田、太阳诱电、三星马达相继调涨报价，AI伺服器高容量MLCC涨幅15%-35%。
华强北现货市场供货紧缺、商家称爆单拿不到货，高阶与AI类MLCC价格波动更剧烈。
业界估AI类MLCC将因产能扩张慢而长期缺货涨价，消费类价格则视原厂扩产而定。", "createdAt": "2026-09-23T02:25:48.000Z", "author": "网络", "pv": 132, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17032, "title": "为何欧洲市值「一哥」艾司摩尔在当地销售竟挂零？副总裁这样说", "shortTitle": "为何欧洲市值「一哥」艾司摩尔在当地销售竟挂零？副总裁这样说", "img": "https://cimg.cnyes.cool/prod/news/6613453/l/454f90cd8af2961e72a6c0fcd12707ef.jpg", "description": "ASML高层称欧洲因缺乏投资、没有新晶片工厂在建，整机设备在本土市场几乎零销售
今年上半年ASML最大市场为南韩，其次台湾与中国大陆，AI算力扩张带动需求集中亚洲与北美
欧盟晶片法案已上路但成效未显，审计机构指2030年全球市占翻倍目标很可能无法实现", "createdAt": "2026-09-22T21:20:03.000Z", "author": "网络", "pv": 105, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17020, "title": "呼吁放缓后首发新模型！Anthropic推出Opus 5.5：性能与Fable 5.1相当比Opus 5便宜40%", "shortTitle": "呼吁放缓后首发新模型！Anthropic推出Opus 5.5", "img": "https://cimg.cnyes.cool/prod/news/6613524/l/f3b1c30fd68678ce7389b7bf510cc47f.jpg", "description": "Anthropic周二(22日)推出全新高阶模型Claude Opus 5.5，为Claude 5.5系列首款模型，也是执行长Dario Amodei公开呼吁行业放缓AI研发后首度发布新模型。这家AI新创公司表示，Opus 5.5多数任务综合表现与Claude Fable 5.1相当，但使用成本较上代Opus 5降低40%，定价改为每百万输入token收4美元、每百万输出token收20美元。Opus 5.0原为输入5美元、输出25美元。 token为大模型计量单位，降价有助企业在程式设计、知", "createdAt": "2026-09-22T17:40:04.000Z", "author": "网络", "pv": 89, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17021, "title": "Meta测试Muse真人礼宾功能！AI通话交给承包商引爆隐私疑虑", "shortTitle": "Meta测试Muse真人礼宾功能！AI通话交给承包商引爆隐私", "img": "https://cimg.cnyes.cool/prod/news/6613514/l/eb718a986449ebe5a033b55fc0d3abf6.jpg", "description": "Meta测试「真人礼宾服务」,让人类承包商代替Muse拨打部分电话
部分员工忧使用者不知情下向外部承包商透露敏感资讯,引发隐私疑虑
Meta称反应极为正面,将搜集意见并在完善安全与资讯揭露后才上线", "createdAt": "2026-09-22T17:30:03.000Z", "author": "网络", "pv": 83, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17009, "title": "今后AI在美国改叫「超级智慧」！川普：将鼓励发展而非限制", "shortTitle": "今后AI在美国改叫「超级智慧」！川普：将鼓励发展而非限制", "img": "https://cimg.cnyes.cool/prod/news/6613489/l/09025b9b7d9fc5d3ca8aaa85918289dd.jpg", "description": "川普在联合国大会称，美国政府文件今后改用「超级智慧」取代「人工智慧」
他重申AI警告是骗局，反对任何试图控制超级智慧的全球性图谋
周一又称司法部必要时将介入约束AI风险，但不阻碍产业发展", "createdAt": "2026-09-22T16:00:15.000Z", "author": "网络", "pv": 87, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17010, "title": "当算力瓶颈变成电力瓶颈！大摩点名缺电这些「缺电概念股」迎暴增商机", "shortTitle": "当算力瓶颈变成电力瓶颈！大摩点名缺电这些「缺电概念股」迎暴增", "img": "https://cimg.cnyes.cool/prod/news/6612613/l/715d124dff6acdf7abbb7105d5df11e2.jpg", "description": "摩根士丹利估美国至2028年电力短缺达33GW，约晶片需求34%
Byrd看好有电外壳供应商，推荐CIFR、HUT、RIOT、GLXY、WULF，估6个月内各签1笔大型租赁
表后BTM发电需求将大增，推荐BE、GEV、CMI；SpaceX收购APR Energy切入燃气涡轮机", "createdAt": "2026-09-22T16:00:07.000Z", "author": "网络", "pv": 85, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }