天天财经-提供金融入门知识-投资理财技巧-科技

以色列证实向伊朗偷运数万「星链」试图颠覆伊朗政权
2026-06-24 网络阅读（57）
以色列前总理贝内特 23 日（周二）在耶路撒冷的一场公开活动上承认，2021 年至 2022 年担任总理期间曾采购数万台「星链」接收器，并偷运入伊朗，帮助反政府抗议者推翻伊朗政权。
字节放大招！Seedance2.5捅破AI影音天花板
2026-06-24 网络阅读（51）
字节又在影音大模型上放出王炸新品，火山引擎总裁谭待 23 日（周二）在 2026 火山引擎 FORCE 原动力大会上正式公布豆包影音生成模型 Seedance 2.5。
涉AI大模型「五眼联盟」情报单位罕见发联合声明
2026-06-24 网络阅读（59）
「五眼联盟」情报单位在一份罕见联合声明中警告，能够对政府和企业发动毁灭性网路攻击的强大人工智慧（AI）模型，可能在几个月内就会出现，「五眼联盟」敦促各国立即采取行动。
韩股早盘大涨4% 三星劲扬8% 未受美光股价暴跌影响
2026-06-24 网络阅读（52）
韩国 KOSPI 指数周三（24 日）早盘涨幅扩大至 4%，报 8,534.03 点，SK 海力士大涨 5.24%，三星电子劲扬 8.06%。
韩媒爆SK海力士反直觉策略！今年HBM产能全售罄变心改赚严重短缺传统DRAM财
2026-06-24 网络阅读（58）
韩媒报导，SK 海力士 (SK Hynix) 正采取一项看似反直觉的策略，这家高频宽记忆体 (HBM) 龙头不但没有全力冲刺下一代 HBM4 量产，反而刻意放慢脚步，把资源转向传统 DRAM 市场，希望在严重供给短缺带动 DRAM 利润意外飙升之际，抢下更多营收。 ChosunBiz 周二 (23 日) 引述业界人士说法报导，SK 海力士正稍稍延缓原本要从 HBM3E 转换至 HBN4 产线的时间表，主因是 DRAM 市场营业利益率已经超越 HBM，海力士想从前者获取更多额外收入。 SK 海力士
ASML争议未阻合作！荷兰宣布加入美国AI供应链联盟
2026-06-23 网络阅读（59）
根据《路透》报导，荷兰政府周二 (23 日) 宣布，将加入由美国主导的人工智慧 (AI) 供应链合作倡议「Pax Silica」，成为协调 AI 关键技术与供应链安全的最新成员国。尽管荷兰与美国近来在对中国出口管制议题上存在分歧，但此
美光财报出炉前外资狂卖！韩股KOSPI暴跌逾8%触发熔断 SK海力士重挫近12%
2026-06-23 网络阅读（62）
南韩综合股指 (KOSPI) 今(23)日从历史高点大幅回落，盘中最大跌幅达 8.3%，一度启动熔断机制暂停交易 20 分钟，权值双雄大幅走跌，SK 海力士重挫近 12%，三星电子跌超 8.6%。根据韩国交易所数据，截至今日午盘，外资净卖超 KOSPI 成分股约 4 兆韩元 (约 26 亿美元)，散户则逆势进场承接。本波卖压来自涨多获利了结与美股科技信心动摇。SpaceX 股价重挫引发市场对高估值科技股疑虑，资金焦点转向即将公布财报的美光科技。 Pepperstone 策略师 Dilin W
韩股重挫逾6%一度熔断！晶圆双雄成重灾区、外资提款13亿美元
2026-06-23 网络阅读（57）
亚洲股市周二 (23 日) 普遍下跌，投资人对近期由人工智慧 (AI) 热潮带动的大涨行情展开获利了结，又以南韩股市跌最重。南韩 Kospi 从历史高点下滑，一度重挫 6.4%，三星电子跌 6.9%，与 SK 海力士 (SK Hynix) 跌 8.2%。当天稍早，南韩交易所 (KRX) 一度因 Kospi 200 期货大跌而启动程式交易卖出暂停机制 (sidecar)，这类稳定机制近来启动频率明显增加。外资在上午交易时段卖超 Kospi 股票超过 2 兆韩元 (约 13 亿美元)，散户则持续
美AI出口管制失算！欧洲企业告别矽谷转投中国怀抱 DeepSeek、Qwen成大赢家
2026-06-23 网络阅读（58）
外媒最新报导指出，由于部分美国 AI 服务访问受限，欧洲大型企业正加速将风险分散到多家供应商，并更加迫切地需要更多本土替代方案。《路透社》报导，美国近期限制措施包括以国安为由，命令总部位于旧金山的 Anthropic 暂停向外国公民提供 Fable 5 和 Mythos 5 模型的使用权限。此类限制凸显依赖远程交付的专有 AI 服务公司的脆弱性，这些服务恐受到供应商的限制，且无法在公司自身的服务器上独立运行。在上周于巴黎举行的国际科技创新博览会 (VivaTech) 上，西门子、雷诺、Or
研调：Q1全球智慧手表出货量年增4% 苹果年增21%成长动能最强劲
2026-06-23 网络阅读（58）
研调机构 Counterpoint Research 最新报告研究，2026 年第一季全球智慧手表出货量较去年同期成长 4%。成长动能主要来自 Apple 新一代产品持续获得消费者青睐，以及具备进阶健康监测功能的高阶智慧手表需求增加

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