天天财经-提供金融入门知识-投资理财技巧-科技

极速启动！SK海力士量产12层堆叠HBM4 稳坐辉达Rubin平台核心供应商
2026-07-16 网络阅读（129）
根据韩媒《The Bell》最新报导，SK 海力士已正式启动针对辉达下一代 AI 平台「Vera Rubin」供应的 12 层堆叠 HBM4 量产出货，目前产品进入产能提升阶段，预计自今年 9 月起大规模量产。报导指出，此次从投入晶圆到最终出货仅耗时两个多月，远低于业界常规的四个月周期，主要归功于双方紧密配合，SK 海力士开启紧急生产模式赋予最高工序优先级，辉达则简化品质验证流程，以确保供货急迫性。根据市场估算，SK 海力士有望拿下辉达 HBM4 总供应量约 60% 的份额，部分观点甚至看好
中国开源模型超车美国全球下载占比41%、热门前六全包
2026-07-16 网络阅读（132）
在全球人工智慧竞赛日趋白热化之际，除了闭源大模型的算力对决，开源模型战场也正快速改写产业版图。全球最大开源 AI 模型平台 Hugging Face 最新数据显示，中国开源模型在平台的月度与整体下载量占比已达 41%，首度超越美国，跃居全球开源生态主力。这项数据近日再由 Hugging Face 执行长 Clem Delangue 引述，引发科技圈与社群广泛关注。 Hugging Face 作为全球开发者与研究人员的枢纽，目前托管着近 300 万个公开模型与 100 万个公开资料集，平均每七秒钟
A股股价一度崩逾两成！澜起科技突遭韩检方搜查日本瑞萨电子与美国Rambus也在调查之列
2026-07-16 网络阅读（93）
南韩检方周三 (15 日) 以涉嫌违反《公平交易法》、操纵半导体零组件价格为由，突袭搜查全球记忆体介面晶片龙头澜起科技在韩办公室，同日被查的还有日本瑞萨电子与美国 Rambus 在韩办公室。上述消息曝光后，澜起科技 (688008-CN)(06809-HK)今 (16) 日在 A 股与 H 股股价剧烈震荡，在 A 股大幅收低 16.44% 至人民币 211.13 元，一度重挫逾 20%，市值缩水至约 2546 亿元，H 股跌幅一度扩大至逾 24%。澜起科技董秘办相关人员今日回应表示，正了解具
2001年来最剧烈平仓！美股火热动能交易撞墙专家：是轮动而非崩跌
2026-07-16 网络阅读（98）
美国股市今年最火热的动能交易，最近几周一如预期般遭遇猛烈平仓潮，领涨个股面临考验，今年稍早遭冷落的族群则获得资金流入。到目前为止，这波卖压对整体市场冲击有限，即使热门半导体股遭抛售，资金仍持续流向其他产业，为大盘提供支撑。以标普 500 周三 (15 日) 收盘价来看，与 6 月初创下的历史收盘高点只相距 0.5%。美股动能交易自第 2 季季初开始快速升温，当时市场正从伊朗战争引发的跌势中反弹。然而，历史数据显示，7 月往往是动能股表现较疲弱的月份，今年似乎也不例外。高盛 (Goldman
ASML首遭中国技术挑战！绕道LDP技术点亮国产EUV原型机！外媒：进展超许多西方专家预期
2026-07-16 网络阅读（151）
印度国际新闻频道《WION》周二 (14 日) 引述消息人士独家报导指出，中国已在深圳一处高度机密的设施内，成功搭建完全国产化的极紫外光 (EUV) 光刻机原型机，这是自 1990 年代艾司摩尔投入 EUV 研发以来，首次有外部力量独立实现 EUV 光源产生与整机系统集成，全球半导体产业长期由西方技术垄断的局面遭遇永久性改写的临界点。报导指出，这台原型机由华为统筹整合中国国内研究机构、供应链及数千名研究人员攻关，深圳设施采取严格的物理隔离与分组保密机制。最关键的在于，中国团队未沿袭艾司摩尔沿
2026 WAIC：从AI眼镜到智能体手机超300款产品全球首发 9位图灵奖得主开讲
2026-07-16 网络阅读（120）
2026 世界人工智慧大会 (WAIC) 即将在上海盛大开幕，展现从技术研发转向深度应用落地的关键转折。
不止车用晶片！辉达将供应丰田GPU与开发工具在自动操控机械「物理AI」领域扩大日企合作
2026-07-16 网络阅读（157）
美国 AI 晶片巨擘辉达今 (16) 日宣布，将在自动操控机械的「物理 AI」领域扩大与日本企业合作，将参与日本车厂丰田技术验证城市「Woven City」部分计划的开发。提供基础技术以促进 AI 在日本的应用。辉达将向丰田子公司、涉足先进技术研发的 Woven by Toyota 提供 GPU 和开发工具。这将有助于发展 Woven City 交通管制系统所需的 AI 模型。辉达将向丰田提供下一代汽车的半导体，也将提供开发在制造现场驱动机器人的 AI 所需的软体基础技术。丰田将把这些技术用
长鑫科技造富 8名高层身家过亿千亿、百亿级股东浮现
2026-07-16 网络阅读（95）
长鑫科技发行价落定后，管理层、持股员工、外部股东的财富版图初现轮廓。
长鑫科技IPO路演董事长朱一明最新发声
2026-07-16 网络阅读（110）
中国国产 DRAM 龙头长鑫科技 15 日（周三）举行首次公开发行股票并在科创板上市网上投资者交流会，逐一回应上市后是否会启动再融资、记忆体晶片紧缺度持续多久等问题。
看好AI与政策红利瑞银调整中国投资名单新增快手、美团加码阿里巴巴
2026-07-16 网络阅读（89）
瑞银调整中国全球股票焦点名单，新增快手与美团，并提高阿里巴巴、平安保险、小米及药明康德等持股比重。该行认为，在 AI 快速普及与政策支持下，中国科技股仍具长期投资价值，预估至 2027 年可望取得双位数报酬。

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