EPISODE · Jul 30, 2026 · 9 MIN
2026年7月30日科技财经热点
from 每日财经科技
微软财报超预期，却下调AI资本开支，资金开始关注AI业务的真实回报，算力炒作要熄火了吗？另一边，英伟达与OPENAI洽谈千亿级超算合作，巨头们都在图谋算力自主。国内好消息不断，从OLED驱动芯片到量子计算关键材料，接连打破垄断。还有，固态变压器因智算中心高能耗迎来风口，MOMENTA拿下德国全境L4自动驾驶测试许可。科技产业的投资逻辑正在发生剧烈变化，我们来盘一盘这周释放了哪些关键信号。00:02:13:产业链垂直整合趋势强化，英伟达与OPENAI合作助力AI算力建设00:04:16:AI服务器厂商面对芯片存储硬件涨价，探索调价方案！00:06:17:算力扩张节奏重新评估：微软财报超预期但下调AI资本开支00:08:17:科技前沿：国产 OleD TDDI 芯片突破、固态变压器和妈妈机器人领域
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2026年7月30日科技财经热点
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