EPISODE · Jul 31, 2026 · 7 MIN
2026年7月31日科技财经热点
from 每日财经科技
科技巨头财报周，市场情绪大反转，半导体板块强势反弹。但亚马逊、微软和META的资本开支策略出现分化，AI的投入产出账引发热议。SK海力士独家供货英伟达，高端存储紧缺将延续至2027年，苹果已发涨价预警，存储成为算力竞赛的命门。另一边，国内团队研发出媲美人脑效率的类脑芯片，试图绕开传统架构，为机器人开辟新路。马斯克的人形机器人产线建成，工业试点提速。从云端存储争夺到终端机器人落地，一场围绕AI软硬实力的全面竞赛正在升级。00:02:04:AI智能体商业化方案加速推进，模型调用与价格竞争激烈！00:04:07:AI服务器厂商评估终端调价方案，对冲芯片存储涨价带来的利润挤压00:06:10:AI芯片与先进封装产业成为美国重点扶持产业，人形机器人商业化场景持续拓展
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2026年7月31日科技财经热点
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