产业链 - 钛刻 - 科技风向旗 - 深度刻画技术趋势,引领数字未来 - 钛刻科技

有大佬打一下这个诈骗网站么

网上看见的一个人被骗了，做了个假官网看起来产业链很成熟吓人这是他们的域名 https://babyzg.is 这是真正官网 https://www.babyssb.co.jp 2 个帖子 - 2 位参与者阅读完整话题

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tech linux.do 2026-04-30 21:50:50+08:00

工信部回应存储器涨价：将多措并举保障产业链供应链稳定

IT之家 4 月 21 日消息，在今日的国新办新闻发布会上，相关部门介绍了 2026 年一季度工业和信息化发展情况。工业和信息化部新闻发言人、信息通信发展司司长谢存表示，近期存储器价格上涨，引发手机终端产品价格调整，受到各界广泛关注。针对这一问题，工信部将多措并举，支持存储器

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tech www.ithome.com 2026-04-21 10:39:14+08:00

英特尔代工设备订单同比激增五成产业链提前为大客户做准备

英特尔代工业务近期大幅追加半导体生产设备采购订单，规模较去年同期增长约 50%，显示其在晶圆代工领域正加速扩张产能布局。尽管目前英特尔代工业务尚未正式公布新的大客户签约，但这一激进的资本开支节奏被视为对未来订单有较大把握的信号。报道指出，市场普遍认为，身兼英特尔代工业务掌舵人的

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tech plink.anyfeeder.com 2026-04-21 07:05:22+08:00

央视起底 AI“造黄”产业链：9.9 元教程批量生成擦边视频

IT之家 4 月 12 日消息，今晚，总台《财经调查》栏目播出专题报道，曝光了一条利用人工智能技术从事非法“造黄”活动的完整产业链。央视记者接到消费者举报，发现竟然有人在网上公开兜售利用 AI 技术制作色情擦边视频的教程。如图所示，这些帖子通常标有“AI 制作美女视频”“全网

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tech www.ithome.com 2026-04-12 21:00:15+08:00

武汉长江存储一季度收入已超200亿元，正进行“史诗级扩产”

从产业链人士获悉，因为庞大存储订单芯片涌入，武汉长江存储正以最快速度扩展产能。“长江存储在今年一季度收入已超过200亿元，同比去年翻倍增长，其NAND（闪存）芯片产量已超过全球市场的10%份额，逼近全球第三”，一名存储芯片产业链核心人士说，“后面的利润会更爆炸”。上述人士补充，为

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tech 36kr.com

长鑫存储、长江存储现“先款排产”

从产业链获悉，自去年四季度起，长鑫存储与长江存储已出现“抢货”现象，目前仍在持续。具体来看，下游客户需先向渠道商打款，资金到账后由渠道商排队进入排产体系，待有货后再通知提货。产业链人士表示，上述变化与本轮存储芯片价格上行节奏基本同步。（界面）

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tech 36kr.com

橡鹿机器人启动1亿生态扶持计划

36氪获悉，4月13日，橡鹿机器人正式启动1亿生态扶持计划。面向中餐产业链上下游伙伴，联合投资机构、行业协会及餐饮品牌，共同打造全球最大的中餐机器人产业生态圈。

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一季度锂电行业高景气延续，储能成重点布局方向

近期，锂电产业链上市公司纷纷披露一季度业绩预告或正式业绩报告。整体来看，锂电赛道维持高景气度，行业公司业绩纷纷“报喜”。与此同时，锂电企业在一季度的投资动作不断，从布局方向来看，储能行业成为重点领域。机构分析认为，在市场需求旺盛的背景下，锂电池产业链多个细分环节有望获益。（经济参

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中信建投：算力公司一季报亮眼，继续坚定看好算力产业链

36氪获悉，中信建投证券研报称，台积电发布一季报，今年一季度营收358.98亿美元，环比增长6.4%。一季度的毛利润达到了237.81亿美元，毛利润率��达66.2%，毛利率显著高于预期。公司预计二季度的营收在390亿美元到402亿美元，毛利润率预计在65.5%到67.5%，营

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tech 36kr.com

A股三大指数午间休盘集体下跌，算力产业链走弱

36氪获悉，A股三大指数午间休盘集体下跌，沪指跌0.24%，深成指跌0.75%，创业板指跌0.94%；算力产业链走弱，英维克跌停，芯原股份、天孚通信跌超6%，寒武纪跌近5%；煤炭、石化板块领涨，甘肃能化涨超8%，兖矿能源涨超5%；沪深京三市近3900股飘绿。

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工信部回应存储器价格上涨情况，将多措并举保障产业链供应链稳定

4月21日，国新办举行新闻发布会介绍2026年一季度工业和信息化发展情况，工业和信息化部新闻发言人、信息通信发展司司长谢存表示，近期存储器价格上涨，引发手机终端产品价格调整，受到各界广泛关注。针对这一问题，工信部将多措并举，支持存储器产业发展，保障产业链供应链稳定。一方面增强供给

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产业化落地加速，人形机器人产业链迎历史性机遇

近期，人形机器人赛道投资价值持续释放，相关指数表现亮眼，核心零部件、控制系统等环节个股轮番走强，市场热度持续攀升。分析人士认为，日前北京亦庄人形机器人半程马拉松实现自主导航技术规模化应用，运动控制等核心技术突破显著，推动产业从概念向实景落地加速迈进。2026年有望成为行业量产元年

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存储“超级周期”进入业绩兑现阶段

近期，A股存储产业链上市公司一季度业绩情况密集披露，单季度盈利超过去年全年向市场传递出清晰信号：由AI驱动的存储“超级周期”开始进入业绩兑付期。在HBM产能被提前订购、存储价格连续跳涨的背景下，本轮存储芯片供不应求的市场格局将至少持续至2027年，随着AI算力需求呈现指数级增长，

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申万宏源：一季度公募持仓聚焦科技硬件，增配能源安全产业链

36氪获悉，申万宏源在2026Q1主动权益型公募基金持股分析中指出，今年一季度公募持仓在科技硬件端聚焦产业趋势和业绩强兑现方向，通信持仓和超配倍数继续突破历史新高，电子高位回落。此外，春季躁动过后��3月的地缘冲击下，能源安全类资产得到重视和加仓。其中中国制造业份额优势凸显、逐

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行业景气度持续上行，光纤光缆上市公司一季度“成绩单”亮眼

光纤光缆行业景气度持续上行，2026年一季度，多家产业链上市公司交出亮眼“成绩单”。工业和信息化部信息通信经济专家委员会委员盘和林表示，一方面，新一轮通信基础设施投资启动，带动网络侧需求回升；另一方面，人工智能快速发展催生算力需求，而算力传输高度依赖光通信网络，因此光纤需求增长、

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多家上市钨企一季度大赚，分析人士称钨价有望长期维持高位运行

钨价持续走高，产业链盈利空间打开，多家钨业上市公司业绩大增。业内分析人士认为，钨行业供需紧平衡格局将长期存在，钨价有望长期维持高位运行，行业高景气度具备持续性。（证券时报）

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A股三大指数收盘涨跌不一，芯片产业链爆发

36氪获悉，A股三大指数收盘涨跌不一，沪指涨0.16%，深成指涨0.37%，创业板指跌0.52%；芯片产业链爆发，芯源微、东芯股份涨超10%，北方华创涨超9%，中芯国际涨超5%；白酒股走弱，贵州茅台、古井贡酒跌超3%；贵金属、石化板块跌幅居前，赤峰黄金跌超4%。

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产业链 - 钛刻 - 科技风向旗 - 深度刻画技术趋势,引领数字未来 - 钛刻科技 | TCTI.cn

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