天天财经-提供金融入门知识-投资理财技巧-热点新闻

AI股史诗级反弹！科技股创史上最大单日涨幅暴跌真的落幕了吗？
2026-07-22 网络阅读（63）
美股科技动能股周二 (21 日) 上演强劲反弹。摩根士丹利 TMT 动能因子单日大涨逾 12%，创下有纪录以来最大单日涨幅，甚至超越 2000 年网路泡沫时期的任何单日表现。
OpenAI Agent用户冲到1,000万 ChatGPT Work发表后需求翻倍
2026-07-22 网络阅读（60）
OpenAI 旗下 AI Agent 产品用户数量快速攀升，在 ChatGPT Work 发表后不久即冲到千万大关，与竞争对手 Anthropic 之间的市场角力持续升温。
HBM封装技术转向！三星、SK海力士同步决定：HBM4暂不导入混合键合
2026-07-22 网络阅读（77）
JEDEC 放宽 HBM4 封装高度规范后，三星与 SK 海力士决定暂不导入混合键合，改采成熟的热压键合技术。本文解析混合键合延后原因、辉达需求变化、台积电 SoIC 影响，以及韩美半导体、Besi 等供应链受惠与受压情况，剖析 HBM 与
盘中速报 - 柜买市场加权指数上涨15.31点至397.27点，涨幅4.01%
2026-07-22 网络阅读（67）
柜买市场加权指数盘中涨幅4.01%，科技股、车用记忆体概念表现强劲。快同时查看近日周月绩效与即时新闻资讯。
盘中速报 - 柜买市场加权指数上涨15.14点至397.1点，涨幅3.96%
2026-07-22 网络阅读（89）
柜买市场加权指数盘中涨幅3.96%，科技股、车用记忆体概念表现强劲。快同时查看近日周月绩效与即时新闻资讯。
加密货币准备卷土重来？交易员押注这档股票领涨
2026-07-22 网络阅读（60）
比特币周二 (21 日) 升至 6 月中旬以来最高水准。与数位资产相关的选择权交易也明显转向乐观，其中又以加密货币交易平台 Coinbase (COIN-US) 的看多押注最为集中。
戴蒙泼AI投资热潮冷水却看好SpaceX太空资料中心
2026-07-22 网络阅读（67）
摩根大通执行长戴蒙 (Jamie Dimon) 虽然对当前 AI 投资热潮能否带来市场期待的回报抱持保留态度，但却愿意看好 AI 基础建设中一项大胆的构想：SpaceX 将资料中心部署到太空的计划。
日月光旗下Ainos Smell AI 累积收集逾6.13亿笔工业气味资料加速布局Physical AI
2026-07-22 网络阅读（72）
日月光旗下 Ainos(AIMD-US) 宣布，旗下 AI Nose 已累积收集超过 6.13 亿笔工业环境气味资料，资料主要来自半导体制造场域。Ainos 表示，随着 AI Nose 部署规模持续扩大，公司正加速累积真实世界气味资料，并
良率决定获利！全球记忆体三巨头正式开启HBM4良率竞争战场重心回归HBM
2026-07-22 网络阅读（92）
作为第六代高频宽记忆体，HBM4 将应用于辉达今年下半年推出的 Vera Rubin 等 AI 加速晶片，成为今年下半年企业业绩关键支撑。目前，三星电子、SK 海力士与美光科技全球三大记忆体晶片厂已全面展开 HBM4 良率竞争。三星率先实现 HBM4 规模化量产，业界估其良率接近 70%，得益于年初良率稳定超 80% 的 1C 制程 DRAM 持续带动，良率管控能力显著提升。 SK 海力士虽未公布精确数据，但业界判断其已进入稳定区间，为巩固超半数 HBM 市场份额，正洽谈引进新设备以优化制程并
立院拟再删无人机预算龚明鑫：如同砍掉两条手臂叹产业恐自谋生路
2026-07-22 网络阅读（88）
经济部长龚明鑫今 (22) 日表示，立法院接连删除无人机相关预算，等于直接砍掉产业两条手臂，让产业界感到相当失落与忧心，政策支持陷入考验。面对美国大选相关关税与防卫预算议题，政府正透过管道与美方密切沟通，确保产业权益。同

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