天天财经-提供金融入门知识-投资理财技巧-科技

光纤涨价潮来了！AI把光纤厂商逼疯了产线满到冒烟订单排一年
2026-09-01 网络阅读（39）
AI算力正把光纤光缆从「电信周期配套」拉进「资料中心主战场」，对此专家最新表示，在光棒锁产、AI资本开支援续超预期的背景下，棒纤缆一体化厂商的定价权至少能吃到2027年。《央视财经》报导，中国光纤光缆企业产线年初以来满负荷运转，部分型号销量大幅年增3至5倍，新智能制造基地封顶后产能将翻番，订单已排到一年之后。中国华创证券指出，产业需求逻辑被大模型、资料中心、GPU群集互联重写，资料中心正成为核心成长领域。供给方面，光棒产能高度集中，扩产周期18- 24个月，今年全球光纤缺口估1.8 亿芯公里
辉达抢货、微软谷歌抢单！HBM4良率持续承压现货价格已高出长约价格4倍
2026-09-01 网络阅读（39）
AI加速器带旺HBM，却把全球DRAM市场推入「量跌价暴冲」的罕见格局，韩国国际贸易协会周一(8 月 31 日)公布的数据显示，该国AI晶片用DRAM出口量从5月约6.817亿颗降至7月的5.9174亿个，减少13.2%，同期出口额却由114.3亿美元跳增至135.5亿美元，涨幅18.5%。平均单价从16.76拉升到22.9美元，短短两个月上涨36.6%。南韩半导体产业协会(KSIA)常务董事Ahn Ki-hyun说：「HBM4售价约为上代两倍，厂商为凑出HBM产量，基础DRAM消耗量上升，出
假色情App竟会偷偷转走存款！Meta急下架数十则诈骗广告
2026-08-31 网络阅读（43）
Meta(META-US)周一(31日)下架数十则脸书(Facebook)与Instagram广告。印度政府发现，诈骗集团利用带有露骨色情内容的广告，诱骗用户下载恶意安卓(Android)应用程式，借此窃取网路银行登入资
OpenAI找到新金鸡母！ChatGPT广告一年可望进帐10亿美元
2026-08-31 网络阅读（39）
OpenAI周一(31日)宣布，旗下广告业务的年化营收运行率已达10亿美元。这项业务推出仅约200天便跨越重要里程碑，公司将其视为商业模式日益多元化的证明。
重罚酷澎踢到铁板？美国酝酿对南韩加征关税
2026-08-31 网络阅读（39）
南韩电商巨头酷澎(CPNG-US)与南韩政府之间的资料外泄争议，正逐渐升高为美韩外交及贸易摩擦。美国国会人士与酷澎支持者警告，若首尔当局不调整对公司的监管立场，美国国会或白宫可能采取报复措施，包括对南韩加征关税。
〈财报〉研发烧钱又遇记忆体涨价！华为上半年净利重挫近四成
2026-08-31 网络阅读（40）
中国科技巨头华为周一(31日)公布上半年财报，尽管营收持续成长，但受到记忆体价格飙升、原料成本增加及研发支出扩大影响，净利年减36%，降幅较去年同期进一步扩大。
《纽时》砸2000万美元告OpenAI、微软！AI时代新闻版权与记者未来会如何？
2026-08-31 网络阅读（41）
《纽约时报》与OpenAI、微软的AI著作权诉讼持续延烧，已投入逾2000万美元。从训练资料、内容授权到AI取代新闻工作，这场官司可能重塑新闻产业与AI公司的内容规则。
SK海力士拟赴日本合资设记忆体晶片厂！南韩5.4兆韩元扩产同步推进
2026-08-31 网络阅读（43）
AI需求推升记忆体市场，SK海力士评估在日本成立合资企业、兴建记忆体晶片厂，并计划在南韩投入5.4兆韩元扩产，同步布局美国先进封装产能。
AI、半导体设备货运量增长撑起美线空运运价
2026-08-29 网络阅读（43）
「大批AI设备运往北美，让原本7～8月处于淡季的美线空运运价维持在较高水准，带动近期市场Q4美线包机商谈火热，价格保持在高档。」有空运货代公司负责人说。
长鑫科技上半年狂赚776亿人民币！全球首款LPDDR6量产、小米首度搭载
2026-08-29 网络阅读（45）
长鑫科技公布上市后首份财报，2026年上半年营收1503.1亿元、年增873.64%，净利776.05亿元，并宣布LPDDR6正式量产，由小米18 Fold率先搭载。

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