天天财经-提供金融入门知识-投资理财技巧-美股

Meta出招降低辉达依赖！自研AI晶片Iris今年9月启动量产
2026-07-09 网络阅读（58）
Meta(META-US) 正加速推动 AI 晶片自主化。根据《路透》取得的一份内部备忘录，Meta 预计 9 月开始量产代号「Iris」的自研 AI 晶片，并规划明年将整体运算能力提升至 14GW(Gigawatt，百万瓩)，较今年的 7
日月光投控Q2营收1910亿元季增1成飙新高
2026-07-09 网络阅读（61）
封测大厂日月光投控 (3711-TW)(ASX-US) 今 (9) 日公布 6 月营收 657.83 亿元，月增 4.4%，年增 32.9%，改写单月次高纪录，也创同期新高，第二季营收 1,910.64 亿元，季增 10.02%，年增 26.74%
Google Cloud：57%台湾企业已部署AI代理位居亚太地区前段班
2026-07-09 网络阅读（55）
Google Cloud 台湾技术总经理林书平今 (9) 日指出，目前台湾已有 57% 企业部署 AI 代理，于亚太地区位居前段班，且企业对 AI 的关注，已从「实验阶段的技术探索」转向「企业全面落地营运现实」。
全球避险基金上半年获利创13年来最佳
2026-07-09 网络阅读（64）
据避险基金数据公司 PivotalPath 指出，全球避险基金在 2026 年上半年交出了自 2013 年以来最强劲的成绩单。尽管市场环境剧烈波动，但在医疗保健、科技与能源产业的精准布局，成功带动了整体收益。
为AI晶片降本解套！SPHBM4新标准正式发布：砍75%引脚、舍矽中介层速度提高300%
2026-07-09 网络阅读（56）
国际半导体标准组织 JEDEC 近日正式发布新一代高频宽记忆体标准 SPHBM4(编号 JESD330-4)，以「标准封装＋高速窄介面」的全新架构，直击当前 AI 算力晶片中 HBM 封装成本过高、先进封装产能吃紧的产业痛点，被视为介于传统 DRAM 与顶级 HBM 之间的务实技术路径。 SPHBM4 核心设计逻辑为「减引脚、提速率、换基板」，相较传统 HBM4 动辄 2048 个数据信号引脚，SPHBM4 将介面大幅削减 75% 至 512 位元宽，同时将每引脚信号传输速率提升四倍，从约 11
辉达执行长黄仁勋：比起写程式码我的软体工程师更喜欢建构AI智能体
2026-07-09 网络阅读（57）
外媒最新报导指出，辉达执行长黄仁勋表示，该公司内部软体工程师的工作型态已出现根本性转变，AI 智能体成为新的技能。黄仁勋在接受《商业内幕 (BI)》专访时说：「我的每位软体工程师现在都更愿意建构 AI 智能体 (Agent)，而非单纯撰写 Python 程式码。」这显示 AI 智能体已成为一项关键的新兴技能。黄仁勋表示，AI 技术让工程师大幅减少传统编码工作，将枯燥的重复性任务交由智能体处理。工程师的角色因而从「打字员」转向更高阶的设计者，专注于建构智能体、设计效能基准测试 (Benchma
Deloitte调查：美国开学季支出将缩减6% 因忧心经济前景
2026-07-09 网络阅读（58）
随着经济不确定性增加，美国家庭在今年开学季的消费态度转趋审慎。根据 Deloitte 发布的最新调查显示，受访的 1,207 名 K-12 学生家长中，有 57% 的消费者预期未来半年的经济状况将会恶化，这一比例创下 202
押注亚利桑那与新墨西哥州！英特尔全球首座玻璃基板量产基地浮出水面
2026-07-09 网络阅读（54）
在 AI 算力需求持续高涨、传统有机基板逼近物理极限之际，玻璃基板凭借优异机械、热学与光学特性，被先进封装业界视为「游戏规则改变者」。玻璃基板正从实验室走向量产线，开启先进封装全新世代。 2026 年被广泛认定为玻璃基板商业化元年，英特尔率先卡位，于美国亚利桑那州钱德勒 (Chandler) 园区累计投入逾 10 亿美元建立玻璃基板专属研发线与试产线，并打算将新墨西哥州 Rio Rancho 工厂改造为全球首座玻璃基板量产基地。英特尔今年 1 月正式宣布玻璃基板技术进入大规模量产阶段，业界首款
数据缺、成本高是死穴！花旗：机器人规模化是十年长跑 RaaS是关键这2家实体AI公司是赢家
2026-07-09 网络阅读（62）
花旗研究年度机器人与实体 AI 领导力峰会周二 (7 日) 落幕，会上汇集机器人领域创办人、投资者、营运商与产业高层，共同检视「实体 AI」(Physical AI)发展现况。花旗分析师 Heath Terry 在会后报告中指出，产业正从概念验证阶段走向商业部署，但规模化扩张仍面临重重挑战，其中数据稀缺被与会者一致视为最核心的制约因素。 Terry 写道：「劳动力短缺、制造业回流与有利监管环境正加速企业需求，但数据不足、人才瓶颈、电池续航限制与高昂部署成本，仍是主要摩擦点。」 Instawor
辉达市值蒸发1兆美元现在该买还是卖？
2026-07-09 网络阅读（57）
辉达 (Nvidia)(NVDA-US) 股价是否已经便宜到不容忽视？这正是目前市场热烈讨论的问题。辉达在不到两个月内市值蒸发约 1 兆美元，目前股价约为预估本益比 18 倍，低于标普 500 指数约 21 倍的预估本益比。

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