天天财经-提供金融入门知识-投资理财技巧-科技

聚焦AI与半导体！三星拟未来10年在韩砸逾1000兆韩元投资创韩企史上最高纪录
2026-06-26 网络阅读（57）
南韩三星电子预计在下周一 (29 日) 于南韩总统府举行的「韩国大飞跃三大超级项目国民报告会」上宣布，将在未来 10 年在南韩本土尖端产业投资计划，总规模超过 1000 兆韩元 (约 6475 亿美元)，相当于南韩 2025 年名目 GDP(约 1.87 兆美元) 的三成以上，创该国企业史上单笔投资最高纪录。上述投资蓝图由三星电子牵头，联合三星 SDI、三星显示等集团子公司共同推进，涵盖半导体、AI 资料中心、次世代显示面板及储能电池等核心领域。半导体为重中之重。三星拟投入约 300 兆韩元
苹果涨价引爆利空！三星海力士铠侠盘中崩逾9% 韩股Kospi本周二度熔断
2026-06-26 网络阅读（61）
亚洲股市周五 (26 日) 下挫至两周低点。美光 (MU-US) 前一日发布乐观财测，加上 SK 海力士宣布计划赴美上市，一度提振市场对 AI 投资热潮延续的信心，但苹果 (AAPL-US) 因记忆体晶片短缺调涨产品价格，以及 OpenAI 可能延后首次公开发行 (IPO) 至明年的消息，都让市场情绪迅速转趋保守。南韩基准 Kospi 指数盘中一度重挫 9%，不仅回吐前一交易日涨幅，也触发韩国交易所 (KRX) 本周第二度启动 20 分钟暂停交易机制。三星电子、SK 海力士、铠侠 (Kiox
DRAM龙头之争！三星市占38%重返王座 HBM仍是SK海力士天下
2026-06-26 网络阅读（57）
全球 DRAM 市场版图再现变化。三星电子第一季以 38% 的营收市占率稳居龙头，与 SK 海力士的差距扩大至 9 个百分点；不过在 AI 热潮带动的 HBM 市场，SK 海力士仍以 58% 的市占率稳居冠军，两大韩厂竞逐态势持续升温。
OpenAI传IPO延至明年！软银早盘重挫13% 创三个月最大跌幅
2026-06-26 网络阅读（55）
受外电报导 AI 巨擘 OpenAI 首次公开募股 (IPO) 恐延至 2027 年消息冲击，软银集团股价周五 (26 日) 早盘在东京一度暴跌逾 13%，创三个多月来单日最大跌幅纪录，市值明显回吐。市场原本预期 OpenAI 挂牌将为软银带来巨额投资回报，并使其持股取得透明市场估值，进而缩减软银长期承受的综合企业折价 (Conglomerate Discount)，但此一乐观预期随着 IPO 延后传闻明显降温。软银对 OpenAI 的累计投资金额预计今年 10 月将达到约 650 亿美元，
三星未来10年砸1000兆韩元挺南韩规模等同GDP一半
2026-06-26 网络阅读（57）
南韩《每日经济新闻》(Maeil Business Newspaper)周五 (26 日) 报导，三星集团将于下周一宣布，未来 10 年在南韩投资 1000 兆韩元 (约 6475 亿美元)，规模相当于南韩国内生产毛额(GDP) 的一半，其中将有多达 300 兆韩元将用于在南韩西南部兴建晶圆厂。报导披露，三星将在与南韩总统李在明于总统府举行的会议上，对外公布这项投资计划，包括三星电子与竞争对手 SK 海力士等企业高层都将出席这场会议，并公布以首尔及周边城市以外地区为重点的投资计划。由于三星与
AI派对要散场了？美银：这些被遗忘类股准备怒吼
2026-06-25 网络阅读（59）
美银 (BofA)(BAC-US) 欧洲股票策略主管 Sebastian Raedler 警告，若当前由人工智慧 (AI) 带动的市场热潮出现松动迹象，投资人应将目光转向防御型类股，包括民生消费与制药等传统产业，因为这些产业的基本面
记忆体双雄争抢美国资本！今年狂涨800%的铠侠将与SK海力士连袂赴美发行ADR
2026-06-25 网络阅读（71）
继 SK 海力士 (SK Hynix) 前一天宣布赴美上市计划后，铠侠 (Kioxia Holdings) 透露，计划明年春天在纽约证券交易所 (NYSE) 发行美国存托凭证(ADR)，显示全球记忆体业者正积极争取全球最大资本市场美国投资人的青睐。《日经新闻》等媒体周四 (25) 日报导，铠侠财务长 Yoshihiko Kawamura 在年度股东会上表示：「我们正推动于下一会计年度伊始、也就是大约明年 4 月到 6 月期间发行 ADR。」他形容，「这是一项与美国市场直接连结、极具意义的计划，
研调：2026年GenAI智慧型手机将占全球出货量45% Gemini逐步为核心架构
2026-06-25 网络阅读（67）
研调机构 Counterpoint Research 指出，具备生成式 AI（GenAI）功能的智慧型手机预计将占 2026 年全球智慧型手机出货量的 45%，高于 2025 年的 36%。不过，记忆体供应持续紧张，预计将使 2026 年全球
微信这次赌上全部！AI助理小微上线 14亿用户流量秩序重写
2026-06-25 网络阅读（55）
微信的左上角入口，发生了历史性的更迭。曾承载过浮窗、星标文章等功能的黄金区域，如今已被原生的 AI 助手「小微」全面取代。对于习惯了腾讯克制哲学的 14.32 亿用户而言，这不仅仅是一个功能的上线，而是这款国民应用在移动互联网时代，向 AI 原生互动发起的最后一场豪赌。对话取代点击用户注意力的终极收拢过去十几年，微信构建了以点击互动为核心的去中心化生态。用户需要在公众号、视讯号、小程序、朋友圈与聊天窗口间反复切换，这种零散的流量入口曾是腾讯去中心化精神的基石。然而，「小微」的出现，宣告了这
日本砸2.3兆美元推14年超级投资计划近1/3押注AI、半导体
2026-06-25 网络阅读（51）
日本正试图用一个持续 14 年的超级投资计划，重点支持人工智慧（AI）、半导体等战略产业，重塑日本在全球科技竞争中的地位。

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