天天财经-提供金融入门知识-投资理财技巧-科技

「补丁海啸」来袭！花旗执行长：AI风险上升企业加速进入防御竞赛
2026-09-21 网络阅读（83）
AI模型能力增强，企业加速补丁修复与防御体系建置，应对网路攻击风险 Anthropic今年稍早推出Mythos模型引发新一代AI网路风险关注，美财长贝森特曾与鲍尔召集华尔街高管讨论 Fraser称AI瓶颈已从晶片转向能源供应，全球能源需求正大幅增加
马斯克准备在美国德州盖「超级高铁」时速321公里
2026-09-21 网络阅读（68）
马斯克称无聊公司拟在德州开发奥斯汀、圣安东尼奥城际隧道。计划称可将两城2.5小时车程缩至30分钟以下，移动速度超过200公里/小时。惟芝加哥、洛杉矶、纽约隧道案先前未落实，项目最终能否落实仍是未知。
IBS最新预测：Token日耗数千兆、DRAM冲破上兆美元半导体陷制程「先进缺、成熟剩」的超级短缺
2026-09-21 网络阅读（85）
国际商业战略公司(IBS)最新预测，全球半导体市场规模将由2020年4467亿美元，升至2026年约1.586兆美元、2030年2.585兆美元、2035年4.678兆美元。IBS指出，原估2030年才达1兆美元的目标被AI提前约四年实现。研调机构顾能(Gartner)亦给出相近总量，预估今年全球半导体收入1.6兆美元，较去年8090亿美元增92%，其中记忆体收入约8370亿美元、占比升至54%，2027年记忆体有望破1兆美元。需求端核心变量是推理token。根据IBS估算，中美每日AI t
再轰AI末日论！黄仁勋：毫无科学依据吓人不负责任 2030年世界末日机率为0%
2026-09-21 网络阅读（83）
黄仁勋受访驳斥AI末日说，称2030年前毁灭世界机率为0%，认为预测无科学依据。他回应Anthropic前研究员批评，指Anthropic、OpenAI争相开发超级智能不负责任说法被过度渲染。黄仁勋称美现有产品责任法与网路安全法足够，反对额外监管AI，并主张美晶片公司应全球竞争、不要禁售中国。
高配版贵过iPhone Duo！「全球首个可变形个人机器人」启元T1要价人民币19999元起
2026-09-21 网络阅读（77）
启元机器人发表启元Q1、启元T1，启元Q1售价19999元，探索版26999元起；T1售价19999元，T1 Pro 29999元 Q1主打自订特性，支援设计互动动作、3D列印改造外观，性格、动作姿态与语音音色都可调整启元Q1定位「你的第一个个人机器人」，面向家庭场景，可自主跟随并适配户外模式
首展LPDDR6！长鑫科技新品与「豆包手机」一同亮相 LPDDR5X全面进入陆主流旗舰机
2026-09-21 网络阅读（70）
长鑫科技在2026世界制造业大会发布第五代DRAM技术平台G5，并展出LPDDR5X新品与搭载该记忆体的豆包手机。 G5平台采四重曝光技术，记忆体阵列主动区半间距微缩至11.95奈米。 LPDDR6则于8月29日量产，速率12800Mbps、功耗降20%。
长鑫科技第五代记忆体平台进入量产！制程缩至11.95奈米、推两款LPDDR5X晶片
2026-09-20 网络阅读（122）
长鑫科技宣布第五代DRAM技术平台进入量产，目标以更低成本、低功耗提升晶片效能新平台采四重图案化，关键结构间距缩至11.95奈米，罗晓东称制程已与业界最先进量产节点相当并推出两款24Gb LPDDR5X晶片，单颗容量增50%，晶圆潜在产出较第四代平台至少增50%
AI失控警报再响！谷歌AI首度「越狱」 Gemini自主骇入3家公司
2026-09-20 网络阅读（122）
Gemini网路安全测试接入网路，成功骇入3家公司的受保护系统，成谷歌AI系统自主执行此类行动首例。谷歌称Gemini在判定目标为真实企业后即停手，未造成损害。该起事件再掀AI智慧体失控疑虑，OpenAI、Anthropic、Meta相关系统近期也传出类似案例。
涨价压力向供应链下游传导中国显示器也开始涨价了
2026-09-20 网络阅读（63）
AI算力需求带动记忆体晶片涨价，压力传导至供应链下游，显示器价格也出现上涨得物APP泰坦军团显示器近90天从482元涨至547元；京东KTC显示器9月10日以来回升至1,199.7元 RUNTO称8月电竞显示器线上市场均价1,168元、年增7.0%，主因驱动晶片、主板等成本压力累积
科技巨头寻找台积电替代方案！Piper Sandler：英特尔14A获亚马逊、苹果、Google等公司评估
2026-09-20 网络阅读（66）
英特尔14A制程尚未敲定主要客户，但亚马逊、苹果、AMD、Google、特斯拉、微软、辉达与高通正评估 Piper Sandler看好14A进展，D0已于2026年6月降至0.5，目标2027年第一季前降至0.1至0.2 在台积电产能吃紧、业者寻找替代方案下，英特尔称14A若取得确定订单才会扩张

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"AI模型能力增强，企业加速补丁修复与防御体系建置，应对网路攻击风险
Anthropic今年稍早推出Mythos模型引发新一代AI网路风险关注，美财长贝森特曾与鲍尔召集华尔街高管讨论
Fraser称AI瓶颈已从晶片转向能源供应，全球能源需求正大幅增加", "createdAt": "2026-09-21T01:50:05.000Z", "author": "网络", "pv": 83, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 16705, "title": "马斯克准备在美国德州盖「超级高铁」时速321公里", "shortTitle": "马斯克准备在美国德州盖「超级高铁」时速321公里", "img": "https://cimg.cnyes.cool/prod/news/6611675/l/0529b5f15de4df0d92d7b6561f4b7878.jpg", "description": "马斯克称无聊公司拟在德州开发奥斯汀、圣安东尼奥城际隧道。
计划称可将两城2.5小时车程缩至30分钟以下，移动速度超过200公里/小时。
惟芝加哥、洛杉矶、纽约隧道案先前未落实，项目最终能否落实仍是未知。", "createdAt": "2026-09-21T01:46:18.000Z", "author": "网络", "pv": 68, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 16696, "title": "IBS最新预测：Token日耗数千兆、DRAM冲破上兆美元半导体陷制程「先进缺、成熟剩」的超级短缺", "shortTitle": "IBS最新预测：Token日耗数千兆、DRAM冲破上兆美元 ", "img": "https://cimg.cnyes.cool/prod/news/6611447/l/aff3e0313a6db6377679cf78bf149787.jpg", "description": "国际商业战略公司(IBS)最新预测，全球半导体市场规模将由2020年4467亿美元，升至2026年约1.586兆美元、2030年2.585兆美元、2035年4.678兆美元。IBS指出，原估2030年才达1兆美元的目标被AI提前约四年实现。研调机构顾能(Gartner)亦给出相近总量，预估今年全球半导体收入1.6兆美元，较去年8090亿美元增92%，其中记忆体收入约8370亿美元、占比升至54%，2027年记忆体有望破1兆美元。需求端核心变量是推理token。根据IBS估算，中美每日AI t", "createdAt": "2026-09-21T00:40:05.000Z", "author": "网络", "pv": 85, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 16686, "title": "再轰AI末日论！黄仁勋：毫无科学依据吓人不负责任 2030年世界末日机率为0%", "shortTitle": "再轰AI末日论！黄仁勋：毫无科学依据吓人不负责任 203", "img": "https://cimg.cnyes.cool/prod/news/6611539/l/d44aec55bc6ce6207f998f4f92c27355.jpg", "description": "黄仁勋受访驳斥AI末日说，称2030年前毁灭世界机率为0%，认为预测无科学依据。
他回应Anthropic前研究员批评，指Anthropic、OpenAI争相开发超级智能不负责任说法被过度渲染。
黄仁勋称美现有产品责任法与网路安全法足够，反对额外监管AI，并主张美晶片公司应全球竞争、不要禁售中国。", "createdAt": "2026-09-21T00:00:25.000Z", "author": "网络", "pv": 83, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 16676, "title": "高配版贵过iPhone Duo！「全球首个可变形个人机器人」启元T1要价人民币19999元起", "shortTitle": "高配版贵过iPhone Duo！「全球首个可变形个人机器人」", "img": "https://cimg.cnyes.cool/prod/news/6611396/l/84d9cf95aa174f9fb3a3fdfe0e59f640.jpg", "description": "启元机器人发表启元Q1、启元T1，启元Q1售价19999元，探索版26999元起；T1售价19999元，T1 Pro 29999元
Q1主打自订特性，支援设计互动动作、3D列印改造外观，性格、动作姿态与语音音色都可调整
启元Q1定位「你的第一个个人机器人」，面向家庭场景，可自主跟随并适配户外模式", "createdAt": "2026-09-20T23:20:02.000Z", "author": "网络", "pv": 77, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 16677, "title": "首展LPDDR6！长鑫科技新品与「豆包手机」一同亮相 LPDDR5X全面进入陆主流旗舰机", "shortTitle": "首展LPDDR6！长鑫科技新品与「豆包手机」一同亮相 LP", "img": "https://cimg.cnyes.cool/prod/news/6611393/l/08616d03ce9e1749b9cb90413b0ccb62.jpg", "description": "长鑫科技在2026世界制造业大会发布第五代DRAM技术平台G5，并展出LPDDR5X新品与搭载该记忆体的豆包手机。
G5平台采四重曝光技术，记忆体阵列主动区半间距微缩至11.95奈米。
LPDDR6则于8月29日量产，速率12800Mbps、功耗降20%。", "createdAt": "2026-09-20T22:50:03.000Z", "author": "网络", "pv": 70, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 16656, "title": "长鑫科技第五代记忆体平台进入量产！制程缩至11.95奈米、推两款LPDDR5X晶片", "shortTitle": "长鑫科技第五代记忆体平台进入量产！制程缩至11.95奈米、推", "img": "https://cimg.cnyes.cool/prod/news/6611377/l/ad53df656112d0003b74cfa3e48277aa.jpg", "description": "长鑫科技宣布第五代DRAM技术平台进入量产，目标以更低成本、低功耗提升晶片效能
新平台采四重图案化，关键结构间距缩至11.95奈米，罗晓东称制程已与业界最先进量产节点相当
并推出两款24Gb LPDDR5X晶片，单颗容量增50%，晶圆潜在产出较第四代平台至少增50%", "createdAt": "2026-09-20T14:00:04.000Z", "author": "网络", "pv": 122, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 16651, "title": "AI失控警报再响！谷歌AI首度「越狱」 Gemini自主骇入3家公司", "shortTitle": "AI失控警报再响！谷歌AI首度「越狱」 Gemini自主骇入", "img": "https://cimg.cnyes.cool/prod/news/6611098/l/6a37cd99219f097e718fd7de640c0b5d.jpg", "description": "Gemini网路安全测试接入网路，成功骇入3家公司的受保护系统，成谷歌AI系统自主执行此类行动首例。
谷歌称Gemini在判定目标为真实企业后即停手，未造成损害。
该起事件再掀AI智慧体失控疑虑，OpenAI、Anthropic、Meta相关系统近期也传出类似案例。", "createdAt": "2026-09-20T12:20:03.000Z", "author": "网络", "pv": 122, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 16649, "title": "涨价压力向供应链下游传导中国显示器也开始涨价了", "shortTitle": "涨价压力向供应链下游传导中国显示器也开始涨价了", "img": "https://cimg.cnyes.cool/prod/news/6611344/l/7c77745c10ceef0d9d6f32995f1ddaf8.jpg", "description": "AI算力需求带动记忆体晶片涨价，压力传导至供应链下游，显示器价格也出现上涨
得物APP泰坦军团显示器近90天从482元涨至547元；京东KTC显示器9月10日以来回升至1,199.7元
RUNTO称8月电竞显示器线上市场均价1,168元、年增7.0%，主因驱动晶片、主板等成本压力累积", "createdAt": "2026-09-20T11:16:17.000Z", "author": "网络", "pv": 63, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 16639, "title": "科技巨头寻找台积电替代方案！Piper Sandler：英特尔14A获亚马逊、苹果、Google等公司评估", "shortTitle": "科技巨头寻找台积电替代方案！Piper Sandler：英特", "img": "https://cimg.cnyes.cool/prod/news/6610964/l/9163301d1dca275e3e8a6e954aebe049.jpg", "description": "英特尔14A制程尚未敲定主要客户，但亚马逊、苹果、AMD、Google、特斯拉、微软、辉达与高通正评估
Piper Sandler看好14A进展，D0已于2026年6月降至0.5，目标2027年第一季前降至0.1至0.2
在台积电产能吃紧、业者寻找替代方案下，英特尔称14A若取得确定订单才会扩张", "createdAt": "2026-09-20T05:10:05.000Z", "author": "网络", "pv": 66, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }