天天财经-提供金融入门知识-投资理财技巧-科技

AI赚翻后大发股东红包！三星最高回馈795亿美元
2026-08-21 网络阅读（84）
综合外媒周五(21日)报导，三星电子宣布史上最大规模股东回馈计划，预计2026年向投资人返还90兆至110兆韩元(约651亿至795亿美元)，透过现金股利、股票回购及注销等方式，分享人工智慧(AI)热潮带来的获利成果。继
小米全新REDMI Note 17系列8/28登台主打史上最大电量强攻下半年市占
2026-08-21 网络阅读（77）
手机品牌小米今(21)日宣布，旗下全球累积出货量已突破5亿台的代表性主力产品REDMI Note系列，全新REDMI Note 17系列将于8月28日正式在台湾市场发表。本次新机以强化续航力与耐用表现为核心诉求，抢先自即
半导体撑成长！韩8月前20天出口额创新高央行强调政策须「审慎灵活」护金融稳定
2026-08-21 网络阅读（84）
南韩央行(BOK)新任副总裁权珉秀最新表示，该国经济面临「半导体支撑成长、通膨超目标、家庭债务与房价失衡」的复杂组合，政策需审慎且灵活。他并重申，BOK将忠实履行物价与金融稳定双责，完善工具与沟通机制。与此同时，根据南韩海关最新统计，在8月前20天出口额年增56%至552亿美元，创历年8月同期20天最高，日均出口额39.4亿美元，年增61.5%，贸易顺差140亿美元。数据显示，晶片出口近两倍跃升至260亿美元，占总数47.2%，年增率擡升22.5个百分点，单是记忆体+HBM景气
韩企首例！SK海力士拟在日本兴建记忆体晶片厂
2026-08-21 网络阅读（81）
SK海力士正在推进一项方案，计划斥资数十兆韩元在日本东北部宫城县兴建记忆体晶片厂，韩国半导体企业在日本大规模投资设立本地生产基地，尚属首例。
大手笔！彭博：三星今天拟宣布股东回报计划规模上看790亿美元
2026-08-21 网络阅读（88）
知情人士透露，三星电子准备21日（周五）公布一项新股东回报计划，规模最高有望达到110兆韩元（790亿美元）。
券商首下修三星、SK海力士获利预期 2027年分别回落5.2兆与3兆韩元
2026-08-21 网络阅读（111）
三星电子与SK海力士下一年度获利预期在本月中迎来数月来首次下修，为火热半年的记忆体超级周期叙事浇了一盆冷水。根据金融资讯机构FnGuide统计逾三家券商预测，截至周二(18日)，三星电子2027年营业利润预期为544.67兆韩元，较上月底的549.913兆韩元回落约5.2兆，SK海力士2027年预期同步从402兆降至399兆韩元。两家公司股价自6月高点回档近半，SK海力士ADR更在周二单日下跌9.2%。市场争论焦点在于－这波暴跌是否已消化获利成长放缓，主流观点倾向「中性修正」。此前，受HB
Switch 2卖不动了？美国销量腰斩主机市场迎疫情来最惨7月
2026-08-21 网络阅读（92）
市场研究机构Circana公布数据显示，任天堂Switch 2今年7月在美国的销量不到去年同期一半，带动整体游戏主机市场大幅下滑，美国游戏硬体支出更创新冠疫情以来最差7月表现。
2026世界机器人大会展现实体AI的量产与实用转型
2026-08-20 网络阅读（89）
2026年世界机器人大会(WRC)于8月19日在北京亦庄开幕，本届大会主题为「人机共生，产需共融」，吸引超过300家企业参展。
研调：全球消费性穿戴装置市场2032年前年复合成长率12% 智慧手表及蓝芽耳机为最大宗
2026-08-20 网络阅读（108）
研调机构Counterpoint Research指出，随着消费者逐步采用功能更多、价格较高的装置，预计全球消费性穿戴装置市场于2026至2032年间累计营收将超过1兆美元，期间以12%的年复合成长率（CAGR）成长，智
大摩预警成熟DRAM续涨：第三季DDR4再涨50% SLC NAND连两季季涨50%
2026-08-20 网络阅读（103）
摩根士丹利(下称大摩)周三(19日)最新报告示警，DDR4与SLC NAND等成熟记忆体晶片供给紧绷将延续至2026年下半年，价格涨势不仅未歇，还将加速。大摩预估，DDR4等成熟DRAM今年第三季将季增约50%、第四季再涨10%，SLC NAND涨势更猛，第三、四季每季皆看涨50%，NOR Flash第四季起也受工控、车用、边缘AI与AI伺服器需求托底。涨价根源在产能「挪位」：三星、SK海力士、美光等将晶圆大幅转向高毛利HBM、DDR5与企业级SSD，传统DDR4、SLC NAND分额遭压缩

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