{"id":2114,"date":"2026-07-18T14:00:00","date_gmt":"2026-07-18T06:00:00","guid":{"rendered":"https:\/\/twtip.com\/?p=2114"},"modified":"2026-07-18T14:00:00","modified_gmt":"2026-07-18T06:00:00","slug":"%e3%80%88%e4%b8%89%e6%98%9f%e8%b2%a1%e5%a0%b1%e5%be%8c%e7%ba%8c%e3%80%89q2%e7%87%9f%e6%a5%ad%e5%88%a9%e6%bd%a4%e5%b9%b4%e5%a2%9e18%e5%80%8d%e4%bb%8d%e6%9a%b4%e8%b7%8c10%ef%bc%85%ef%bc%81%e5%b8%82","status":"publish","type":"post","link":"http:\/\/www.twtip.com\/?p=2114","title":{"rendered":"\u3008\u4e09\u661f\u8ca1\u5831\u5f8c\u7e8c\u3009Q2\u71df\u696d\u5229\u6f64\u5e74\u589e18\u500d\u4ecd\u66b4\u8dcc10\uff05\uff01\u5e02\u5834\u6182AI\u6ce1\u6cab\u5316\uff0cSK\u6d77\u529b\u58ebHBM\u7522\u80fd\u5df2\u5168\u6578\u88ab\u5305\u4e0b"},"content":{"rendered":"<p><strong>\u4e8b\u4ef6<\/strong>\uff1a\u4e09\u661f\u96fb\u5b507\u67087\u65e5\u8ca1\u5831\u5f8c\u80a1\u50f9\u66b4\u8dcc\uff0c\u5e02\u5834\u64d4\u6182AI\u6ce1\u6cab\u5316<br \/>\n<strong>\u65e5\u671f<\/strong>\uff1a2026\u5e747\u670818\u65e5<\/p>\n<p>\u4e09\u661f\u96fb\u5b507\u67087\u65e5\u767c\u5e03\u7b2c\u4e8c\u5b63\u696d\u7e3e\u6307\u5f15\uff0c\u55ae\u5b63\u71df\u696d\u5229\u6f64\u9810\u8a08\u9054<b>89.4\u5146\u97d3\u5143<\/b>\uff08\u7d04588\u5104\u7f8e\u5143\uff09\uff0c\u5e74\u589e<b>1810\uff05<\/b>\uff0c\u537b\u4e0a\u6f14\u300c\u8cb7\u9810\u671f\u3001\u8ce3\u4e8b\u5be6\u300d\u7684\u7d93\u5178\u6232\u78bc\u2014\u2014\u80a1\u50f9\u61c9\u8072\u91cd\u632b\uff0c\u76e4\u4e2d\u4e00\u5ea6\u66b4\u8dcc<b>10\uff05<\/b>\uff0c\u9023\u5e36\u62d6\u7d2fSK\u6d77\u529b\u58eb\u80a1\u50f9\u5927\u8dcc8\uff05\uff0c\u97d3\u570bKOSPI\u6307\u6578\u6574\u9ad4\u91cd\u632b8\uff05\uff0c\u555f\u52d5\u7194\u65b7\u6a5f\u5236[reference:22]\u3002<\/p>\n<p>Petra Capital Management\u57f7\u884c\u5408\u5925\u4eba\u6307\u51fa\uff0c\u300c\u6295\u8cc7\u8005\u958b\u59cb\u5c07\u76ee\u5149\u8f49\u5411\u66f4\u9060\u7684\u5730\u65b9\uff0c\u4ed6\u5011\u771f\u6b63\u64d4\u5fc3\u7684\u662f\u9019\u5834AI\u72c2\u6f6e\u7684\u6c38\u7e8c\u6027\uff0c\u4ee5\u53ca\u7f8e\u570b\u79d1\u6280\u5de8\u982d\u662f\u5426\u6703\u653e\u7de9\u5728AI\u57fa\u790e\u8a2d\u65bd\u4e0a\u7684\u8cc7\u672c\u652f\u51fa\u300d[reference:23]\u3002\u82b1\u65d7\u6578\u64da\u986f\u793a\uff0cQ2\u5168\u7403DRAM\u548cNAND\u5e73\u5747\u552e\u50f9\u5206\u5225\u74b0\u6bd4\u5927\u6f3244\uff05\u548c53\uff05\uff0c\u4e09\u5927\u6676\u7247\u5de8\u982d\u5e73\u5747\u71df\u696d\u5229\u6f64\u7387\u9ad8\u9054<b>75\uff05\u81f380\uff05<\/b>[reference:24]\u3002<\/p>\n<p>\u5e02\u5834\u6182\u616e\u7684\u6838\u5fc3\u5728\u65bc\uff1a\u96f2\u7aef\u670d\u52d9\u5546\u8cc7\u672c\u652f\u51fa\u4e2d\u7528\u65bcAI\u5b58\u5132\u82af\u7247\u7684\u6bd4\u4f8b\u4eca\u5e74\u5df2\u905452\uff05\uff0c\u660e\u5e74\u66f4\u5c07\u7a81\u783470\uff05[reference:25]\u3002\u5982\u679cAI\u670d\u52d9\u7684\u5546\u696d\u5316\u8b8a\u73fe\u901f\u5ea6\u8ddf\u4e0d\u4e0a\u786c\u9ad4\u64f4\u5f35\u6b65\u4f10\uff0c\u9019\u5834\u7531\u7b97\u529b\u9a45\u52d5\u7684\u696d\u7e3e\u72c2\u6b61\u96a8\u6642\u53ef\u80fd\u9762\u81e8\u4fee\u6b63\u3002<\/p>\n<p>\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u5728\u80a1\u50f9\u9707\u76ea\u7684\u540c\u6642\uff0c\u4e09\u661f\u8207SK\u6d77\u529b\u58eb\u4ecd\u6301\u7e8c\u64f4\u7522\u30027\u67087\u65e5\u97d3\u570b\u653f\u5e9c\u6b63\u5f0f\u5ba3\u5e03\uff0c\u4e09\u661f\u8207SK\u6d77\u529b\u58eb\u65d7\u4e0b<b>\u5149\u5dde\u534a\u5c0e\u9ad4\u6676\u5713\u5de5\u5ee0\u5efa\u8a2d\u8a08\u756b\u843d\u5730<\/b>\uff0c\u5730\u9ede\u4f4d\u65bc\u5149\u5dde\u8ecd\u7528\u6a5f\u5834\u820a\u5740\uff0c\u53ef\u63d0\u4f9b\u7d04826\u842c\u5e73\u65b9\u7c73\u571f\u5730[reference:26][reference:27]\u3002\u97d3\u570b\u7e3d\u7d71\u674e\u5728\u660e\u5f37\u8abf\uff0c\u5168\u7403\u534a\u5c0e\u9ad4\u7af6\u722d\u5df2\u4e0a\u5347\u81f3\u570b\u5bb6\u7af6\u722d\u529b\u5c64\u9762\uff0c\u653f\u5e9c\u5c07\u5168\u9762\u63d0\u901f\u5efa\u8a2d\u6642\u7a0b[reference:28][reference:29]\u3002<\/p>\n<p>\u6b64\u5916\uff0cSK\u6d77\u529b\u58eb<b>2026\u5e74\u5168\u5e74\u7684HBM\u53ca\u5168\u7cfb\u5217\u5b58\u5132\u82af\u7247\u7522\u80fd\u5df2\u5168\u90e8\u88ab\u5ba2\u6236\u6436\u8a02\u4e00\u7a7a<\/b>[reference:30]\u3002\u5169\u5bb6\u516c\u53f8\u9084\u5171\u540c\u627f\u8afe\u6295\u8cc7\u9ad8\u9054<b>3,200\u5146\u97d3\u5143<\/b>\uff08\u7d042.07\u5146\u7f8e\u5143\uff09\uff0c\u7528\u65bc\u5728\u97d3\u570b\u672c\u571f\u5927\u8209\u64f4\u5f35\u6676\u7247\u7522\u80fd[reference:31]\u3002<\/p>\n<p>\u4e09\u661f\u96fb\u5b50\u8207SK\u6d77\u529b\u58eb\u5728\u97d3\u570b\u570b\u6c11\u5e74\u91d1\u5168\u90e8\u97d3\u570b\u80a1\u7968\u4e2d\u7684\u4f54\u6bd4\uff0c\u5df2\u5f9e3\u6708\u5e95\u768440.4\uff05\u5927\u5e45\u5347\u81f355.7\uff05[reference:32]\u3002\u5206\u6790\u5e2b\u8a8d\u70ba\uff0c\u8a18\u61b6\u9ad4\u80a1\u7684\u77ed\u7dda\u4fee\u6b63\u96d6\u56e0\u5e02\u5834\u60c5\u7dd2\u800c\u8d77\uff0c\u4f46\u9577\u7ddaAI\u9700\u6c42\u7d50\u69cb\u4e26\u672a\u6539\u8b8a\uff0c\u5b58\u5132\u82af\u7247\u8d85\u7d1a\u9031\u671f\u5c1a\u672a\u7d50\u675f\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u4e8b\u4ef6\uff1a\u4e09\u661f\u96fb\u5b507\u67087\u65e5\u8ca1\u5831\u5f8c\u80a1\u50f9\u66b4\u8dcc\uff0c\u5e02\u5834\u64d4\u6182AI\u6ce1\u6cab\u5316 \u65e5\u671f\uff1a2026\u5e747\u670818\u65e5 \u4e09\u661f\u96fb\u5b507\u67087\u65e5\u767c\u5e03\u7b2c\u4e8c [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-2114","post","type-post","status-publish","format-standard","hentry","category-daily-news"],"blocksy_meta":[],"_links":{"self":[{"href":"http:\/\/www.twtip.com\/index.php?rest_route=\/wp\/v2\/posts\/2114","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.twtip.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.twtip.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.twtip.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/www.twtip.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2114"}],"version-history":[{"count":1,"href":"http:\/\/www.twtip.com\/index.php?rest_route=\/wp\/v2\/posts\/2114\/revisions"}],"predecessor-version":[{"id":2144,"href":"http:\/\/www.twtip.com\/index.php?rest_route=\/wp\/v2\/posts\/2114\/revisions\/2144"}],"wp:attachment":[{"href":"http:\/\/www.twtip.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2114"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.twtip.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2114"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.twtip.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2114"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}