天天财经-提供金融入门知识-投资理财技巧-科技

40天惊魂记！从市值崩跌规模超过去年GDP到单日飙18% 韩股去杠杆动荡结束了？
2026-08-03 网络阅读（105）
过去 40 天，韩股上演极端剧本，在 6 月 23 日至 7 月 30 日，南韩综合股指 (KOSPI 跌去近四成，超过 2800 兆韩元市值灰飞烟灭，规模竟超过南韩 2025 年全年 GDP；部分个股两倍杠杆产品自高点回档逾 80%。戏剧性转折发生在上周五 (7 月 31 日)，KOSPI 单日反弹近 18%，三星电子涨 26.81%、SK 海力士一度触及 30% 涨停，部分两倍做多杠杆 ETF 单日飙涨超 60%，创史上最大单日涨幅，但也让市场更焦虑：这究竟是去杠杆尾声的死猫跳，还是基本面
AI重塑记忆体版图！HBM、DRAM、NAND大洗牌谁将掌握下一代运算主导权？
2026-08-02 网络阅读（90）
AI 需求引爆全球记忆体超级循环，DRAM 与 NAND 市场规模创新高，三星、SK 海力士、美光相继站上兆美元市值。HBM 供不应求、DDR5 价格飙升、企业级 SSD 需求爆发，长鑫科技快速崛起，全球记忆体供应链正迎来新一轮洗牌。
AI需求没降温？南韩7月半导体出口暴增179% 三星：晶片荒恐延续至2028年
2026-08-02 网络阅读（87）
南韩 7 月出口持续强劲，半导体出口年增 178.8%、电脑产品出口暴增 404%，显示全球 AI 与资料中心需求依然旺盛。三星电子晶片获利大增并预警，全球晶片供给短缺恐持续至 2028 年，进一步提振市场对南韩经济与 AI 产业前景的信心
Kimi K3发布后美AI股市值蒸发4700亿美元矽谷惊叹中国AI崛起速度
2026-08-02 网络阅读（123）
中国开源模型正让华尔街重新检视 AI 竞争的格局。最新统计数据显示，自月之暗面发布旗舰大模型 Kimi K3 后，引发美股 AI 产业链全面抛售，美股 AI 族群市值合计蒸发约 4700 亿美元 (约 15 亿台币)。《快科技》报导，17 家华尔街投行连夜下调 AI 晶片企业目标价，摩根大通在报告中直指，Kimi K3 的发布对 AI 晶片股而言无疑是雪上加霜。高盛合伙人表示，算力扩张时代或已走到尽头，若中国低成本的开源模型性能够优秀，美国 AI 巨头天价资本支出的合理性就不复存在。矽谷也
《路透》：中国军方利用OpenAI、Anthropic模型蒸馏发展AI
2026-08-02 网络阅读（102）
《路透》揭露，中国军事研究人员疑利用 OpenAI 与 Anthropic 等美国先进 AI 模型输出，透过模型蒸馏技术训练国产 AI 系统，应用于监控、网路战、无人机与军事决策，引发美中 AI 安全与技术管制争议。
长鑫科技迎关键突破！LPDDR6研发验证近完成、传拚2026全球首发量产
2026-08-01 网络阅读（94）
中国 DRAM 大厂长鑫科技 LPDDR6 研发验证传已接近完成，市场预期最快 2026 年下半年量产，与 SK 海力士争夺全球首发。随着研发投入持续增加、全球市占率稳步提升，加上苹果传出评估导入长鑫 DRAM，市场关注其是否将改变全球 D
曾送外卖给川普！美最大外卖平台使用中国AI 国会不忍了高声喊查
2026-08-01 网络阅读（98）
外媒最新报导指出，美国最大线上外送平台 DoorDash 因在内部系统测试中国 AI 模型，遭国会两大委员会联手调查。《南华早报》报导，美国众议院「中国问题特别委员会」主席 John Moolenaar 与国土安全委员会主席 Andrew Garbarino 上周五 (7 月 31 日) 致函 DoorDash 共同创办人兼执行长徐迅(Tony Xu)，要求 8 月 14 日前交出公司使用所有中国 AI 模型的清单及安全测试纪录，并令相关主管于 8 月 21 日前赴国会进行现场说明。信中写明
三星、SK海力士不再独占！传长鑫LPDDR6接近研发验证尾声下半年拚全球首发量产
2026-08-01 网络阅读（95）
中国《时代周报》周六 (1 日) 引述消息人士最新报导指出，在 LPDDR6 全球首发量产竞赛中，长鑫存储已接近研发验证尾声，离首发量产更近一步。 LPDDR 产品的导入一般有四个重要节点，包括颗粒单体验证、研发验证、小批量导入验证，最后就是进入正式量产阶段，这意味着一款手机记忆体晶片真正在终端侧落地前，须经历数道严苛考验。研发验证阶段的测试内容包括相容性验证、系统稳定性验证、效能功耗测试、机械可靠性测试等方面，全方位核验产品设计的合理性与可靠性，事先追踪潜在风险。报导指出，中国业界在今年
中国AI大模型全球下载突破百亿次算力生态同步扩张
2026-07-31 网络阅读（112）
中国人工智慧产业自主创新持续加速，中国国家发展改革委表示，今年上半年中国 AI 产业在算力、模型及应用等多个环节取得快速突破，其中国产大模型全球总下载量已突破 100 亿次，国产模型与国产算力晶片适配进程也持续推进。国家发展改革委政策研究室主任、委新闻发言人蒋毅指出，今年上半年中国人工智慧自主创新步伐加快，已在全产业链多个环节实现突破。其中，在算力基础设施方面，首个全国产 10 万卡人工智慧超集群正式投入运行，截至 6 月底，全国智慧算力规模已达去年同期的 2.8 倍。在模型能力方面，深度求
马斯克：AI综合智力5年内超越人类美无法阻止中国成为领跑者
2026-07-31 网络阅读（97）
特斯拉执行长马斯克近日在德州超级工厂接受《经济学人》主编 Zanny Minton Beddos 专访时表示，AI 综合智力约 5 年内将超越全人类总和，「除成为人类本身外，几乎无所不能」，而中国极大机率在 AI 领域领跑。他并指出，到 2036 年，AI 与机器人带动物资服务近乎无限供给，传统货币「不再重要」，工作蜕变为「在自家花园种菜」式的个人爱好，人类迈入全民高收入时代。马斯克还预测，3 年内机器人外科医生水准超过顶尖人类医师。谈及中美竞速，马斯克直言美国对中国晶片与模型出口管制「完全

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