EPISODE · Aug 4, 2026 · 5 MIN
2026年8月4日科技财经热点
from 每日财经科技
全球科技圈“订单雨”来袭。AMD官宣拿下Meta巨额AI芯片长期订单，正式打破英伟达的算力垄断。海外云巨头集体上调AI开支，国内半导体新规落地护航国产替代，设备龙头业绩爆发，存储芯片卖爆创纪录。另一边，消费电子不再死磕参数，全面转向端侧AI智能体。就连新能源龙头宁德时代，也拿出超61亿大手笔分红。资本市场风向彻底变了，科技行情从“讲故事”切换到“拼业绩”。下半年，订单和盈利才是硬通货。算力、国产替代和终端AI，你看好哪条主线？00:02:04:国产替代长期牢固制度底座，设备、材料全链条创新引领产业端爆发！00:04:04:科技股投资攻略：关注半导体设备、高速光模块和算力租赁等高景气领域
Embed this episode
NOW PLAYING
2026年8月4日科技财经热点
0:00
5:47
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.
Frequently Asked Questions
How long is this episode of 每日财经科技?
This episode is 5 minutes long.
When was this 每日财经科技 episode published?
This episode was published on August 4, 2026.
Can I download this 每日财经科技 episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!