天天财经-提供金融入门知识-投资理财技巧-科技

半导体供需失衡背景下三星电子正考虑两件事
2026-07-07 网络阅读（90）
在全球 AI 算力需求爆发导致记忆体晶片供需严重错配之际，南韩三星电子打算将主力 DRAM 晶片第四季平均售价 (ASP) 大涨最多两成，同时受同业 SK 海力士即将在美国发行存托凭证 (ADR) 刺激，三星也正积极评估赴美上市筹资，以支应先进制程与 HBM 扩产资本支出。瑞银 (UBS) 最新预测，2027 年全球记忆体晶片需求增幅将达 36%，但供给产能增幅仅 19%，供需缺口持续扩大支撑高价常态。继今年前两季全球记忆体价格分别飙涨 90% 及 50% 后，花旗将三星 64GB 高阶伺服器
99万元机器人「伴侣」续航撑不过一晚？优必选：属行业普遍情况
2026-07-07 网络阅读（114）
近日优必选最新发布的全尺寸超仿生机器人 U1 备受外界关注，其中 U1 Ultra 男版价格高达人民币（下同）99 万元，续航却仅能维持 2 到 4 小时，「撑不过一晚」，遭外界质疑。
三星获利飙18倍股价仍重挫凸显「完美定价」市场焦虑
2026-07-07 网络阅读（120）
记忆体产业在 AI 热潮带动下迎来史上最强获利周期，但市场焦点正逐渐从「获利有多高」转向「是否还能持续更高」。全球最大记忆体制造商三星电子公布第二季初步财报后，虽然营收与获利双双优于市场预期，甚至营业利益年增高达 18 倍，仍未能满足市场早已垫高的期待，股价在韩股开盘后重挫，盘中跌幅一度逼近 8%，凸显当前 AI 概念股面临的「完美定价」压力。根据三星电子公布的第二季初步财报，截至 6 月底止三个月，营业利益达 89.4 兆韩元，约 580 亿美元，年增 18 倍，不仅远高于去年同期，也优于市
记忆体晶片涨价潮蔓延至消费端中国1TB固态硬碟涨至4,700元
2026-07-07 网络阅读（98）
记忆体晶片涨价带来的影响，已从上游供应链全面蔓延至消费终端，在中国杭州百脑汇电脑城，普通消费者正面临记忆体、硬碟涨价凶猛。
AI开始设计保养品与饼干欧莱雅、Oreo母公司都在抢用
2026-07-07 网络阅读（87）
在消费偏好瞬息万变与市场竞争激烈的双重压力下，全球消费品巨头正积极寻求变革，将人工智慧（AI）技术导入产品研发流程，从美妆保养到休闲食品，AI 正以前所未见的速度重塑产业样貌。包含雀巢、赫力昂 (Haleon)、欧莱雅以及亿滋国际等产业龙头均已证实，AI 不仅是提升研发效率的关键技术，更是应对供应链脆弱性与加速产品上市的重要战略抓手。过去几年，欧莱雅集团率先在实验室中引入 AI 技术，透过预测分子对皮肤与头发的潜在功效，成功筛选出全新的活性成分。欧莱雅消费品部门总裁 Fabrice Meg
〈财报〉超越辉达！三星Q2营业利润飙1810% 为去年两倍有余但开盘遇压挫6.3%拖累韩股
2026-07-07 网络阅读（104）
南韩科技巨头三星电子今 (7) 日公布 2026 年第二季初步财报，合并营收达 171 兆韩元(约 1118 亿美元)，年增 129.3%、季增 27.7%，营业利益高达 89.4 兆韩元(约 584 亿美元)，年增 1810%，连三季刷新单季新高纪录，且是去年全年利润 43.6 兆韩元的两倍之上，并超过 2023 至 2025 三年利润总和。亮眼表现主要受设备解决方案 (DS) 半导体部门带动，AI 伺服器需求爆发推升 HBM 与 DRAM 价格走强，DS 部门单季营业利益估达约 80 兆韩
记忆体价格暴涨300% 中国硬碟价格水涨船高
2026-07-07 网络阅读（99）
在被誉为「中国电子第一街」的深圳华强北，电竞玩家徐绍安最近准备玩一款 3A 游戏，计划升级一下电脑，他发现一套 32GB 的 DDR5 记忆体双通道组合已经涨到近人民币 4,000 元，比去年贵了三四倍，
大摩：铠侠BiCS-10量产 AI储存升级跨出关键一步
2026-07-07 网络阅读（91）
铠侠（Kioxia）正式启动新一代 BiCS-10 NAND 快闪记忆体量产，获得摩根士丹利高度关注。大摩认为，BiCS-10 的量产象征铠侠在下一代 AI 资料中心储存市场迈出关键一步，透过介面速度、储存密度与能效的全面提升，强化企业级 SSD 的竞争力。不过，大摩也指出，短期营运表现仍将主要由 BiCS-8 产品支撑，BiCS-10 的真正价值将反映在未来数年的产品升级与企业级业务布局。铠侠与 SanDisk(SNDKV-US) 上周宣布，已在北上工厂 K2 晶圆厂正式启动 BiCS-
DeepSeek 生态补强开源AI程式助手Deep Code上线
2026-07-06 网络阅读（113）
一款名为 Deep Code 的第三方开源 AI 程式编写助手，近日正式被 DeepSeek 官方 API 文档收录，引起开发者社群广泛关注。该工具被视为 DeepSeek 专属的「Claude Code」，旨在透过深度
世界经济论坛发布2026十大新兴技术报告：AI、量子运算、精准医疗引领未来
2026-07-06 网络阅读（90）
世界经济论坛（WEF）与 Frontiers 发布《2026 年十大新兴技术》报告，聚焦 AI 世界模型、个人化 mRNA 癌症疫苗、格基密码学、直接提锂、外泌体药物递送等十项关键技术，并提醒技术发展的成败将取决于信任、监管与公平等治

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