https://www.nashnova.com/feed/special/disney-sues-fcc-license-review-order-issued-just-one-day-after-trump-singled-out-9835 nashnova en 2026-08-18T15:30:59.748Z Disney Sues FCC: License Review Order Issued Just One Day After Trump Singled Out the Company https://www.nashnova.com/feed/special/strategists-warn-abnormal-gamma-swings-in-u-s-stocks-as-low-correlation-regime-9834 nashnova en 2026-08-18T15:29:52.652Z Strategists Warn: Abnormal Gamma Swings in U.S. Stocks as Low-Correlation Regime Faces Risk of Sudden Reversal https://www.nashnova.com/feed/special/gpt-5-6-sol-limited-time-half-price-offer-draws-analyst-scrutiny-over-alleged-9833 nashnova en 2026-08-18T15:09:52.328Z GPT-5.6 Sol Limited-Time Half-Price Offer Draws Analyst Scrutiny Over Alleged Market Share Data Manipulation https://www.nashnova.com/feed/special/persian-gulf-to-asia-vlcc-daily-charter-rates-surge-past-500-000-9832 nashnova en 2026-08-18T14:54:10.163Z Persian Gulf-to-Asia VLCC Daily Charter Rates Surge Past $500,000 https://www.nashnova.com/feed/special/bofa-survey-ai-hyperscaler-capex-seen-as-biggest-systemic-credit-risk-9831 nashnova en 2026-08-18T14:39:03.986Z BofA Survey: AI Hyperscaler Capex Seen as Biggest Systemic Credit Risk https://www.nashnova.com/feed/special/nvidia-officially-confirms-105-billion-commitment-to-back-softbanks-ohio-data-9830 nashnova en 2026-08-18T14:36:09.302Z Nvidia Officially Confirms $105 Billion Commitment to Back SoftBank's Ohio Data Center https://www.nashnova.com/feed/special/kalshi-applies-to-launch-stock-index-perpetual-futures-contracts-9829 nashnova en 2026-08-18T14:34:48.094Z Kalshi Applies to Launch Stock Index Perpetual Futures Contracts https://www.nashnova.com/feed/special/bank-of-america-nvidia-valuation-attractive-significant-discount-on-relative-9828 nashnova en 2026-08-18T14:19:02.232Z Bank of America: NVIDIA Valuation Attractive, Significant Discount on Relative Free Cash Flow Basis https://www.nashnova.com/feed/special/u-s-pending-home-sales-unexpectedly-decline-2-3-percent-in-july-9827 nashnova en 2026-08-18T14:13:50.258Z U.S. Pending Home Sales Unexpectedly Decline 2.3% in July https://www.nashnova.com/feed/special/optical-communication-stocks-sell-off-broadly-coherent-drops-11-percent-in-a-9826 nashnova en 2026-08-18T14:08:47.030Z Optical Communication Stocks Sell Off Broadly, Coherent Drops 11% in a Single Day https://www.nashnova.com/feed/special/goldman-trading-desk-warns-the-fed-may-be-forced-to-hike-rates-even-as-data-9825 nashnova en 2026-08-18T13:47:30.995Z Goldman Trading Desk Warns: The Fed May Be Forced to Hike Rates Even as Data Softens https://www.nashnova.com/feed/special/nasdaq-falls-1-1-percent-as-chip-stock-rally-reverses-intraday-9824 nashnova en 2026-08-18T13:46:14.435Z Nasdaq Falls 1.1% as Chip Stock Rally Reverses Intraday https://www.nashnova.com/feed/special/citi-plans-to-launch-institutional-bitcoin-custody-service-9823 nashnova en 2026-08-18T13:45:00.836Z Citi Plans to Launch Institutional Bitcoin Custody Service https://www.nashnova.com/feed/special/u-s-july-industrial-production-rises-for-second-straight-month-with-9822 nashnova en 2026-08-18T13:43:57.624Z U.S. July Industrial Production Rises for Second Straight Month, with Manufacturing and Utilities Both Strengthening https://www.nashnova.com/feed/special/anti-data-center-sentiment-spreads-as-wall-street-prices-political-risk-into-u-s-9821 nashnova en 2026-08-18T13:39:47.100Z Anti-Data Center Sentiment Spreads as Wall Street Prices Political Risk into U.S. Stocks https://www.nashnova.com/feed/special/a-single-129-million-bet-on-chip-stock-decline-contrarian-short-position-emerges-9820 nashnova en 2026-08-18T13:26:32.752Z A Single $129 Million Bet on Chip Stock Decline: Contrarian Short Position Emerges in SMH Options Market https://www.nashnova.com/feed/special/bytedances-20-billion-syndicated-loan-attracts-over-30-billion-in-subscriptions-9819 nashnova en 2026-08-18T13:25:14.660Z ByteDance's $20 Billion Syndicated Loan Attracts Over $30 Billion in Subscriptions https://www.nashnova.com/feed/special/us-think-tank-chinas-data-strategy-may-give-it-an-edge-in-ai-competition-9818 nashnova en 2026-08-18T13:24:03.038Z US Think Tank: China's Data Strategy May Give It an Edge in AI Competition https://www.nashnova.com/feed/special/unitree-ipo-beneficiary-stocks-18-targets-across-three-main-themes-9817 nashnova en 2026-08-18T13:16:08.136Z Unitree IPO Beneficiary Stocks: 18 Targets Across Three Main Themes https://www.nashnova.com/feed/special/pimco-over-14-5-billion-trapped-in-private-credit-funds-as-wealth-managers-9816 nashnova en 2026-08-18T13:14:16.954Z Pimco: Over $14.5 Billion Trapped in Private Credit Funds as Wealth Managers Accelerate Withdrawals https://www.nashnova.com/feed/special/u-s-july-housing-starts-drop-12-4-percent-mom-while-building-permits-rise-5-9815 nashnova en 2026-08-18T12:48:55.780Z U.S. July Housing Starts Drop 12.4% MoM While Building Permits Rise 5% https://www.nashnova.com/feed/special/u-s-july-export-prices-fall-1-3-percent-mom-import-prices-drop-0-4-percent-9814 nashnova en 2026-08-18T12:38:59.464Z U.S. July Export Prices Fall 1.3% MoM, Import Prices Drop 0.4% https://www.nashnova.com/feed/special/u-s-diesel-crack-spread-breaks-100-for-first-time-as-inventories-hit-lowest-9813 nashnova en 2026-08-18T12:35:07.500Z U.S. Diesel Crack Spread Breaks $100 for First Time as Inventories Hit Lowest Seasonal Level Since 1996 https://www.nashnova.com/feed/special/four-u-s-states-seek-200-billion-in-damages-as-first-federal-case-over-metas-9812 nashnova en 2026-08-18T12:30:26.529Z Four U.S. States Seek $200 Billion in Damages as First Federal Case Over Meta's Child Social Media Addiction Goes to Trial https://www.nashnova.com/feed/special/xiaomi-q2-net-profit-declines-for-third-consecutive-quarter-commits-to-large-9811 nashnova en 2026-08-18T12:29:14.015Z Xiaomi Q2 Net Profit Declines for Third Consecutive Quarter, Commits to Large-Scale AI Investment https://www.nashnova.com/feed/special/alibabas-qwen3-8-27b-lightweight-model-rivals-openai-and-deepseek-flagships-9810 nashnova en 2026-08-18T12:09:09.019Z Alibaba's Qwen3.8-27B Lightweight Model Rivals OpenAI and DeepSeek Flagships https://www.nashnova.com/feed/special/ant-group-cashes-out-300-million-by-selling-3-percent-stake-in-paytm-9809 nashnova en 2026-08-18T12:04:11.858Z Ant Group Cashes Out $300 Million by Selling ~3% Stake in Paytm https://www.nashnova.com/feed/special/strategists-the-real-sell-off-threshold-for-u-s-stocks-is-far-above-4-5-percent-9808 nashnova en 2026-08-18T11:55:14.874Z Strategists: The Real Sell-Off Threshold for U.S. Stocks Is Far Above 4.5% https://www.nashnova.com/feed/special/google-reportedly-partners-with-amd-to-design-10th-gen-tpu-wedbush-says-it-could-9807 nashnova en 2026-08-18T11:49:18.276Z Google Reportedly Partners with AMD to Design 10th-Gen TPU; Wedbush Says It Could Reshape the Chip Industry Landscape https://www.nashnova.com/feed/special/klarna-q2-revenue-hits-1-04b-beating-expectations-gmv-up-18-percent-9806 nashnova en 2026-08-18T11:44:08.746Z Klarna Q2 Revenue Hits $1.04B Beating Expectations, GMV Up 18% https://www.nashnova.com/feed/special/guotai-haitong-reports-h1-net-profit-of-20-26-billion-yuan-institutional-and-9805 nashnova en 2026-08-18T11:34:38.990Z Guotai Haitong Reports H1 Net Profit of 20.26 Billion Yuan, Institutional and Trading Business Contributes Nearly Half of Revenue https://www.nashnova.com/feed/special/chinas-z-ai-releases-glm-5-3-open-source-models-cybersecurity-capabilities-9804 nashnova en 2026-08-18T11:19:25.762Z China's Z.ai Releases GLM 5.3, Open-Source Model's Cybersecurity Capabilities Approach Anthropic and OpenAI https://www.nashnova.com/feed/special/jpmorgan-strategist-european-stock-valuations-have-priced-in-earnings-9803 nashnova en 2026-08-18T11:04:20.003Z JPMorgan Strategist: European Stock Valuations Have Priced In Earnings Improvement; Financials and Industrials Still Offer Relative Edge https://www.nashnova.com/feed/special/bitcoin-consolidates-near-64-000-as-treasury-yields-and-oil-prices-weigh-on-u-s-9802 nashnova en 2026-08-18T10:44:50.520Z Bitcoin Consolidates Near $64,000 as Treasury Yields and Oil Prices Weigh on U.S. Stocks https://www.nashnova.com/feed/special/alibaba-backed-robotics-firm-limx-plans-hong-kong-ipo-seeking-up-to-300-million-9801 nashnova en 2026-08-18T10:39:22.934Z Alibaba-Backed Robotics Firm LimX Plans Hong Kong IPO, Seeking Up to $300 Million https://www.nashnova.com/feed/special/gigadevice-h1-net-profit-surges-over-10-fold-yoy-to-rmb-6-857-billion-9800 nashnova en 2026-08-18T10:34:02.141Z GigaDevice H1 Net Profit Surges Over 10-Fold YoY to RMB 6.857 Billion https://www.nashnova.com/feed/special/u-s-crypto-legislation-stalls-as-sec-and-cftc-take-over-rulemaking-9799 nashnova en 2026-08-18T10:25:20.488Z U.S. Crypto Legislation Stalls as SEC and CFTC Take Over Rulemaking https://www.nashnova.com/feed/special/us-military-funding-spawned-unitree-robot-dogs-but-open-technology-was-scaled-up-9798 nashnova en 2026-08-18T10:24:14.628Z US Military Funding Spawned Unitree Robot Dogs, but Open Technology Was Scaled Up by China First https://www.nashnova.com/feed/special/southbound-funds-net-bought-hk-14-billion-on-august-18-with-alibaba-and-smic-9797 nashnova en 2026-08-18T10:12:15.564Z Southbound Funds Net Bought HK$14 Billion on August 18, with Alibaba and SMIC Leading the AI Industry Chain https://www.nashnova.com/feed/special/huaweis-hubble-invests-across-the-full-inp-optical-chip-chain-betting-on-ai-9796 nashnova en 2026-08-18T10:10:38.390Z Huawei's Hubble Invests Across the Full InP Optical Chip Chain, Betting on AI Interconnect Infrastructure https://www.nashnova.com/feed/special/mainland-insurance-funds-approved-to-invest-in-hong-kong-etfs-via-stock-connect-9795 nashnova en 2026-08-18T09:39:29.955Z Mainland Insurance Funds Approved to Invest in Hong Kong ETFs via Stock Connect https://www.nashnova.com/feed/special/apples-anti-ai-label-becomes-a-burden-as-stock-drops-10-percent-in-three-weeks-9794 nashnova en 2026-08-18T09:25:41.155Z Apple's "Anti-AI" Label Becomes a Burden as Stock Drops 10% in Three Weeks https://www.nashnova.com/feed/special/fuyao-glass-interim-net-profit-drops-17-percent-to-rmb-3-97-billion-declares-9793 nashnova en 2026-08-18T09:24:25.491Z Fuyao Glass Interim Net Profit Drops 17% to RMB 3.97 Billion, Declares Dividend of RMB 1 Per Share https://www.nashnova.com/feed/special/pony-ai-h1-revenue-surges-99-percent-yoy-robotaxi-revenue-accounts-for-one-third-9792 nashnova en 2026-08-18T09:19:42.690Z Pony.ai H1 Revenue Surges 99% YoY, Robotaxi Revenue Accounts for One-Third of Total Revenue for the First Time https://www.nashnova.com/feed/special/state-council-amends-housing-provident-fund-regulations-expanded-withdrawal-9791 nashnova en 2026-08-18T09:10:31.092Z State Council Amends Housing Provident Fund Regulations: Expanded Withdrawal Scope Effective September https://www.nashnova.com/feed/special/baidu-q2-revenue-at-rmb-31-33-billion-missing-expectations-adjusted-earnings-at-9790 nashnova en 2026-08-18T09:09:23.142Z Baidu Q2 Revenue at RMB 31.33 Billion, Missing Expectations; Adjusted Earnings at RMB 7.22 per ADS https://www.nashnova.com/feed/special/bofa-survey-bond-market-turmoil-rises-to-second-largest-tail-risk-as-global-9789 nashnova en 2026-08-18T09:08:39.728Z BofA Survey: Bond Market Turmoil Rises to Second-Largest Tail Risk as Global Treasury Yields Hit Multi-Year Highs https://www.nashnova.com/feed/special/hesai-technology-q2-net-profit-surges-60-percent-yoy-robotics-lidar-shipments-9788 nashnova en 2026-08-18T08:45:58.358Z Hesai Technology Q2 Net Profit Surges 60% YoY, Robotics LiDAR Shipments Skyrocket 193% https://www.nashnova.com/feed/special/china-unicom-h1-net-profit-drops-34-6-percent-yoy-computing-power-revenue-up-13-9787 nashnova en 2026-08-18T08:44:38.638Z China Unicom H1 Net Profit Drops 34.6% YoY, Computing Power Revenue Up 13% https://www.nashnova.com/feed/special/morgan-stanleys-wilson-golds-2025-bull-run-isnt-over-etf-inflows-key-to-5-200-9786 nashnova en 2026-08-18T08:40:32.140Z Morgan Stanley's Wilson: Gold's 2025 Bull Run Isn't Over, ETF Inflows Key to $5,200 Target https://www.nashnova.com/feed/special/hkex-launches-first-offshore-china-government-bond-futures-filling-gap-in-rmb-9785 nashnova en 2026-08-18T08:39:11.168Z HKEX Launches First Offshore China Government Bond Futures, Filling Gap in RMB Interest Rate Risk Management https://www.nashnova.com/feed/special/alipay-launches-ai-merchant-platform-alibaba-hong-kong-shares-rise-5-percent-9784 nashnova en 2026-08-18T08:29:23.474Z Alipay Launches AI Merchant Platform, Alibaba Hong Kong Shares Rise 5% https://www.nashnova.com/feed/special/softbank-plans-to-issue-approximately-1-trillion-in-retail-bonds-the-largest-9783 nashnova en 2026-08-18T08:24:19.158Z SoftBank Plans to Issue Approximately ¥1 Trillion in Retail Bonds, the Largest Corporate Bond Offering in Japanese History https://www.nashnova.com/feed/special/german-natural-gas-inventories-hit-17-year-low-ubs-warns-of-winter-gas-price-9782 nashnova en 2026-08-18T08:23:33.790Z German Natural Gas Inventories Hit 17-Year Low; UBS Warns of Winter Gas Price Surge and Inflation Pressure https://www.nashnova.com/feed/special/chinese-foreign-minister-wang-yi-visits-seoul-as-china-south-korea-relations-9781 nashnova en 2026-08-18T08:22:26.025Z Chinese Foreign Minister Wang Yi Visits Seoul as China-South Korea Relations Warm Up https://www.nashnova.com/feed/special/sk-hynixs-second-largest-customer-approaches-nvidia-in-h1-sales-9780 nashnova en 2026-08-18T08:10:21.230Z SK Hynix's Second-Largest Customer Approaches NVIDIA in H1 Sales https://www.nashnova.com/feed/special/state-grids-record-dim-sum-bond-draws-13x-oversubscription-boosting-hong-kongs-9779 nashnova en 2026-08-18T08:09:06.502Z State Grid's Record Dim Sum Bond Draws 13x Oversubscription, Boosting Hong Kong's Offshore RMB Bond Market https://www.nashnova.com/feed/special/iran-tightens-hormuz-strait-controls-as-oil-tankers-halted-and-attacked-9778 nashnova en 2026-08-18T07:59:17.859Z Iran Tightens Hormuz Strait Controls as Oil Tankers Halted and Attacked https://www.nashnova.com/feed/special/nasdaq-plans-to-launch-23-hour-trading-on-december-6-2026-9777 nashnova en 2026-08-18T07:34:04.134Z Nasdaq Plans to Launch 23-Hour Trading on December 6, 2026 https://www.nashnova.com/feed/special/new-sf-fed-model-suggests-current-fed-policy-may-already-be-too-loose-9776 nashnova en 2026-08-18T07:19:22.250Z New SF Fed Model Suggests Current Fed Policy May Already Be Too Loose https://www.nashnova.com/feed/special/samsung-establishes-physical-ai-lab-deepening-humanoid-robot-strategy-9775 nashnova en 2026-08-18T07:12:08.636Z Samsung Establishes Physical AI Lab, Deepening Humanoid Robot Strategy https://www.nashnova.com/feed/special/ajinomotos-abf-film-monopolizes-95-percent-of-market-chinas-ai-chip-packaging-9774 nashnova en 2026-08-18T07:10:43.181Z Ajinomoto's ABF Film Monopolizes 95% of Market, China's AI Chip Packaging Faces Supply Cutoff Pressure https://www.nashnova.com/feed/special/south-koreas-national-pension-service-participates-as-cornerstone-investor-in-9773 nashnova en 2026-08-18T07:09:14.162Z South Korea's National Pension Service Participates as Cornerstone Investor in Innolight's Hong Kong IPO, Latter Already on U.S. Military Companies List https://www.nashnova.com/feed/special/french-government-bonds-under-short-seller-siege-as-france-germany-spread-widens-9772 nashnova en 2026-08-18T06:50:28.866Z French Government Bonds Under Short-Seller Siege as France-Germany Spread Widens to 84 Basis Points https://www.nashnova.com/feed/special/quant-giant-jane-street-discloses-over-1-billion-in-bitcoin-etf-holdings-9771 nashnova en 2026-08-18T06:49:06.089Z Quant Giant Jane Street Discloses Over $1 Billion in Bitcoin ETF Holdings https://www.nashnova.com/feed/special/bridgewater-china-lost-2-8-percent-in-july-but-still-posts-3-percent-positive-9770 nashnova en 2026-08-18T06:34:38.155Z Bridgewater China Lost 2.8% in July but Still Posts 3% Positive Return Year-to-Date https://www.nashnova.com/feed/special/morgan-stanley-china-cloud-ai-computing-roic-reaches-13-percent-20-percent-9769 nashnova en 2026-08-18T06:19:29.509Z Morgan Stanley: China Cloud AI Computing ROIC Reaches 13%-20%, Alibaba Cloud Best Positioned https://www.nashnova.com/feed/special/core-logic-of-ai-trade-shaken-as-long-chips-short-software-strategy-nears-9768 nashnova en 2026-08-18T06:14:02.812Z Core Logic of AI Trade Shaken as Long-Chips-Short-Software Strategy Nears Collapse https://www.nashnova.com/feed/special/china-accelerates-mandate-for-government-agencies-to-uninstall-customized-9767 nashnova en 2026-08-18T06:10:15.610Z China Accelerates Mandate for Government Agencies to Uninstall Customized Windows 10 https://www.nashnova.com/feed/special/chinas-commercial-bank-net-interest-margins-rise-for-first-time-in-four-years-9766 nashnova en 2026-08-18T06:09:14.839Z China's Commercial Bank Net Interest Margins Rise for First Time in Four Years, but Weak Loan Demand Clouds H2 Outlook https://www.nashnova.com/feed/special/china-10-year-government-bond-yield-falls-to-13-month-low-9765 nashnova en 2026-08-18T05:54:14.929Z China 10-Year Government Bond Yield Falls to 13-Month Low https://www.nashnova.com/feed/special/middle-east-ceasefire-hopes-fade-asian-stocks-fall-broadly-oil-prices-rise-above-9764 nashnova en 2026-08-18T05:29:10.942Z Middle East Ceasefire Hopes Fade, Asian Stocks Fall Broadly, Oil Prices Rise Above $85 https://www.nashnova.com/feed/special/iran-declares-offensive-shift-amid-bond-selloff-triggering-global-stock-bond-9763 nashnova en 2026-08-18T04:59:33.343Z Iran Declares Offensive Shift Amid Bond Selloff, Triggering Global Stock-Bond Double Whammy https://www.nashnova.com/feed/special/nvidias-50b-ai-financing-plan-vs-broadcoms-approach-a-structural-comparison-9762 nashnova en 2026-08-18T04:25:44.872Z Nvidia's $50B AI Financing Plan vs. Broadcom's Approach: A Structural Comparison https://www.nashnova.com/feed/special/antitrust-regulation-begins-to-erode-apples-100b-services-business-9761 nashnova en 2026-08-18T04:24:24.957Z Antitrust Regulation Begins to Erode Apple's $100B+ Services Business https://www.nashnova.com/feed/special/top-10-global-private-equity-giants-see-zero-china-deals-this-year-9760 nashnova en 2026-08-18T04:23:04.703Z Top 10 Global Private Equity Giants See Zero China Deals This Year https://www.nashnova.com/feed/special/small-modular-nuclear-reactor-stocks-plunge-as-short-sellers-pocket-2-1-billion-9759 nashnova en 2026-08-18T04:21:17.716Z Small Modular Nuclear Reactor Stocks Plunge as Short Sellers Pocket $2.1 Billion in One Year https://www.nashnova.com/feed/special/hk-stocks-midday-hang-seng-index-falls-0-65-percent-pork-stocks-buck-the-trend-9758 nashnova en 2026-08-18T04:19:49.718Z HK Stocks Midday: Hang Seng Index Falls 0.65%, Pork Stocks Buck the Trend to Lead Gains https://www.nashnova.com/feed/special/samsung-hbm4e-mass-production-challenge-yield-and-process-are-key-variables-9756 nashnova en 2026-08-18T04:18:25.780Z Samsung HBM4E Mass Production Challenge: Yield and Process Are Key Variables https://www.nashnova.com/feed/special/ubs-ai-infrastructure-investment-spreading-from-gpus-to-the-entire-supply-chain-9757 nashnova en 2026-08-18T04:16:48.022Z UBS: AI Infrastructure Investment Spreading from GPUs to the Entire Supply Chain https://www.nashnova.com/feed/special/chinas-budget-ai-challenges-silicon-valleys-dominant-business-model-9755 nashnova en 2026-08-18T04:12:11.669Z China's Budget AI Challenges Silicon Valley's Dominant Business Model https://www.nashnova.com/feed/special/ai-data-center-demand-drives-power-semiconductor-shortage-to-last-at-least-two-9754 nashnova en 2026-08-18T04:10:42.038Z AI Data Center Demand Drives Power Semiconductor Shortage to Last at Least Two Years https://www.nashnova.com/feed/special/horizon-robotics-j7-chip-takes-aim-at-nvidia-and-tesla-9753 nashnova en 2026-08-18T04:09:35.821Z Horizon Robotics J7 Chip Takes Aim at Nvidia and Tesla https://www.nashnova.com/feed/special/vessel-struck-by-unidentified-projectile-in-strait-of-hormuz-causing-engine-room-9752 nashnova en 2026-08-18T03:53:58.884Z Vessel Struck by Unidentified Projectile in Strait of Hormuz, Causing Engine Room Damage and Casualties https://www.nashnova.com/feed/special/hedge-funds-net-bought-u-s-stocks-for-five-consecutive-days-as-tech-sector-short-9751 nashnova en 2026-08-18T03:19:31.533Z Hedge Funds Net Bought U.S. Stocks for Five Consecutive Days as Tech Sector Short Squeeze Drives Second-Fastest Buying Spree of the Year https://www.nashnova.com/feed/special/u-s-pressures-south-korea-to-build-memory-chip-fabs-in-america-samsung-and-sk-9750 nashnova en 2026-08-18T03:15:36.218Z U.S. Pressures South Korea to Build Memory Chip Fabs in America; Samsung and SK Hynix's Initial Investment Plans in Flux https://www.nashnova.com/feed/special/fundstrat-bitcoin-volatility-hits-historic-lows-30-percent-major-swing-possible-9749 nashnova en 2026-08-18T03:13:54.906Z Fundstrat: Bitcoin Volatility Hits Historic Lows, 30% Major Swing Possible Within Next 60 Days https://www.nashnova.com/feed/special/amd-holds-over-565-million-in-spacex-shares-as-musk-shifts-to-nvidia-9748 nashnova en 2026-08-18T03:10:13.536Z AMD Holds Over $565 Million in SpaceX Shares as Musk Shifts to NVIDIA https://www.nashnova.com/feed/special/druckenmiller-returns-to-chinese-tech-stocks-tepper-doubles-down-on-baidu-while-9747 nashnova en 2026-08-18T03:09:09.635Z Druckenmiller Returns to Chinese Tech Stocks; Tepper Doubles Down on Baidu While Trimming Alibaba https://www.nashnova.com/feed/special/walmart-earnings-kick-off-retail-season-u-s-consumption-slowing-but-not-stalling-9746 nashnova en 2026-08-18T03:00:40.967Z Walmart Earnings Kick Off Retail Season: U.S. Consumption Slowing but Not Stalling https://www.nashnova.com/feed/special/copper-supply-tightness-intensifies-as-key-lme-spread-surges-to-nearly-eight-9745 nashnova en 2026-08-18T02:59:19.869Z Copper Supply Tightness Intensifies as Key LME Spread Surges to Nearly Eight-Month High https://www.nashnova.com/feed/special/bhp-full-year-profit-surges-30-percent-with-highest-dividend-in-four-years-as-9744 nashnova en 2026-08-18T02:54:25.667Z BHP Full-Year Profit Surges 30% with Highest Dividend in Four Years as Copper Business Overtakes Iron Ore https://www.nashnova.com/feed/special/google-plans-to-move-entire-pixel-production-out-of-china-by-2027-9743 nashnova en 2026-08-18T02:38:43.948Z Google Plans to Move Entire Pixel Production Out of China by 2027 https://www.nashnova.com/feed/special/macro-and-technical-convergence-golds-4-500-level-becomes-key-resistance-9742 nashnova en 2026-08-18T02:37:33.746Z Macro and Technical Convergence: Gold's $4,500 Level Becomes Key Resistance https://www.nashnova.com/feed/special/korean-retail-investors-flood-into-u-s-stocks-paying-10-percent-premium-for-sk-9741 nashnova en 2026-08-18T02:15:46.686Z Korean Retail Investors Flood Into U.S. Stocks, Paying 10% Premium for SK Hynix ADRs and Betting on Triple-Leveraged ETFs https://www.nashnova.com/feed/special/anthropic-and-openai-may-tighten-api-access-putting-enterprise-clients-under-9740 nashnova en 2026-08-18T02:14:24.954Z Anthropic and OpenAI May Tighten API Access, Putting Enterprise Clients Under Dual Pressure https://www.nashnova.com/feed/special/long-end-treasury-yields-break-5-percent-basis-trade-conversion-option-activity-9739 nashnova en 2026-08-18T01:49:33.684Z Long-End Treasury Yields Break 5%: Basis Trade "Conversion Option" Activity Heats Up https://www.nashnova.com/feed/special/bofa-maintains-buy-rating-on-tencent-citing-turning-point-in-ai-competitive-9738 nashnova en 2026-08-18T00:49:27.112Z BofA Maintains Buy Rating on Tencent, Citing Turning Point in AI Competitive Landscape https://www.nashnova.com/feed/special/private-sector-replaces-central-banks-the-evolving-support-structure-beneath-the-9737 nashnova en 2026-08-18T00:34:39.472Z Private Sector Replaces Central Banks: The Evolving Support Structure Beneath the Dollar https://www.nashnova.com/feed/special/japan-10-year-government-bond-yield-rises-to-30-year-high-9736 nashnova en 2026-08-18T00:28:51.801Z Japan 10-Year Government Bond Yield Rises to 30-Year High https://www.nashnova.com/zh/feed/special/bank-of-america-nvidia-valuation-attractive-significant-discount-on-relative-9828 nashnova zh-cn 2026-08-18T14:19:02.232Z 美国银行：英伟达估值具吸引力，相对自由现金流折价显著 https://www.nashnova.com/zh/feed/special/u-s-pending-home-sales-unexpectedly-decline-2-3-percent-in-july-9827 nashnova zh-cn 2026-08-18T14:13:50.258Z 美国7月成屋签约销售意外下滑2.3% https://www.nashnova.com/zh/feed/special/optical-communication-stocks-sell-off-broadly-coherent-drops-11-percent-in-a-9826 nashnova zh-cn 2026-08-18T14:08:47.030Z 光通信概念股集体下跌，Coherent单日跌11% https://www.nashnova.com/zh/feed/special/goldman-trading-desk-warns-the-fed-may-be-forced-to-hike-rates-even-as-data-9825 nashnova zh-cn 2026-08-18T13:47:30.995Z 高盛交易台警告：美联储或被迫在数据走软时加息 https://www.nashnova.com/zh/feed/special/nasdaq-falls-1-1-percent-as-chip-stock-rally-reverses-intraday-9824 nashnova zh-cn 2026-08-18T13:46:14.435Z 纳指跌1.1%，芯片股涨势盘中逆转 https://www.nashnova.com/zh/feed/special/citi-plans-to-launch-institutional-bitcoin-custody-service-9823 nashnova zh-cn 2026-08-18T13:45:00.836Z 花旗计划推出机构比特币托管服务 https://www.nashnova.com/zh/feed/special/u-s-july-industrial-production-rises-for-second-straight-month-with-9822 nashnova zh-cn 2026-08-18T13:43:57.624Z 美国7月工业生产连续两月增长，制造业与公用事业双双走强 https://www.nashnova.com/zh/feed/special/anti-data-center-sentiment-spreads-as-wall-street-prices-political-risk-into-u-s-9821 nashnova zh-cn 2026-08-18T13:39:47.100Z 反数据中心情绪蔓延，华尔街将政治风险纳入美股定价 https://www.nashnova.com/zh/feed/special/a-single-129-million-bet-on-chip-stock-decline-contrarian-short-position-emerges-9820 nashnova zh-cn 2026-08-18T13:26:32.752Z 单笔1.29亿美元押注芯片股下跌，逆势空单现身SMH期权市场 https://www.nashnova.com/zh/feed/special/bytedances-20-billion-syndicated-loan-attracts-over-30-billion-in-subscriptions-9819 nashnova zh-cn 2026-08-18T13:25:14.660Z 字节跳动200亿美元银团贷款获逾300亿美元认购 https://www.nashnova.com/zh/feed/special/us-think-tank-chinas-data-strategy-may-give-it-an-edge-in-ai-competition-9818 nashnova zh-cn 2026-08-18T13:24:03.038Z 美国咨询机构：中国数据战略或令其在AI竞争中占优 https://www.nashnova.com/zh/feed/special/unitree-ipo-beneficiary-stocks-18-targets-across-three-main-themes-9817 nashnova zh-cn 2026-08-18T13:16:08.136Z 宇树上市受益股梳理：三条主线18只标的 https://www.nashnova.com/zh/feed/special/pimco-over-14-5-billion-trapped-in-private-credit-funds-as-wealth-managers-9816 nashnova zh-cn 2026-08-18T13:14:16.954Z Pimco：逾145亿美元被困私人信贷基金，财富管理机构加速撤离 https://www.nashnova.com/zh/feed/special/u-s-july-housing-starts-drop-12-4-percent-mom-while-building-permits-rise-5-9815 nashnova zh-cn 2026-08-18T12:48:55.780Z 美国7月住房开工环比降12.4%，建筑许可升5% https://www.nashnova.com/zh/feed/special/u-s-july-export-prices-fall-1-3-percent-mom-import-prices-drop-0-4-percent-9814 nashnova zh-cn 2026-08-18T12:38:59.464Z 美国7月出口价格环比跌1.3%，进口价格跌0.4% https://www.nashnova.com/zh/feed/special/u-s-diesel-crack-spread-breaks-100-for-first-time-as-inventories-hit-lowest-9813 nashnova zh-cn 2026-08-18T12:35:07.500Z 美国柴油裂解价差首破百元，库存降至1996年来同期最低 https://www.nashnova.com/zh/feed/special/four-u-s-states-seek-200-billion-in-damages-as-first-federal-case-over-metas-9812 nashnova zh-cn 2026-08-18T12:30:26.529Z 美国四州索赔2000亿美元，Meta儿童社媒成瘾联邦首案开审 https://www.nashnova.com/zh/feed/special/xiaomi-q2-net-profit-declines-for-third-consecutive-quarter-commits-to-large-9811 nashnova zh-cn 2026-08-18T12:29:14.015Z 小米Q2净利润连续三季下滑，坚持AI大规模投入 https://www.nashnova.com/zh/feed/special/alibabas-qwen3-8-27b-lightweight-model-rivals-openai-and-deepseek-flagships-9810 nashnova zh-cn 2026-08-18T12:09:09.019Z 阿里Qwen3.8-27B轻量模型性能比肩OpenAI及DeepSeek旗舰 https://www.nashnova.com/zh/feed/special/ant-group-cashes-out-300-million-by-selling-3-percent-stake-in-paytm-9809 nashnova zh-cn 2026-08-18T12:04:11.858Z 蚂蚁集团套现3亿美元，出售约3%Paytm股权 https://www.nashnova.com/zh/feed/special/strategists-the-real-sell-off-threshold-for-u-s-stocks-is-far-above-4-5-percent-9808 nashnova zh-cn 2026-08-18T11:55:14.874Z 策略师：美股真正抛售阈值远高于4.5% https://www.nashnova.com/zh/feed/special/google-reportedly-partners-with-amd-to-design-10th-gen-tpu-wedbush-says-it-could-9807 nashnova zh-cn 2026-08-18T11:49:18.276Z 传谷歌联手AMD设计第十代TPU，Wedbush称或引发芯片业格局重塑 https://www.nashnova.com/zh/feed/special/klarna-q2-revenue-hits-1-04b-beating-expectations-gmv-up-18-percent-9806 nashnova zh-cn 2026-08-18T11:44:08.746Z Klarna Q2营收10.4亿美元超预期，GMV增18% https://www.nashnova.com/zh/feed/special/guotai-haitong-reports-h1-net-profit-of-20-26-billion-yuan-institutional-and-9805 nashnova zh-cn 2026-08-18T11:34:38.990Z 国泰海通上半年净利润202.6亿元，机构与交易业务贡献近半营收 https://www.nashnova.com/zh/feed/special/chinas-z-ai-releases-glm-5-3-open-source-models-cybersecurity-capabilities-9804 nashnova zh-cn 2026-08-18T11:19:25.762Z 中国Z.ai发布GLM 5.3，开源模型网络安全能力逼近Anthropic与OpenAI https://www.nashnova.com/zh/feed/special/jpmorgan-strategist-european-stock-valuations-have-priced-in-earnings-9803 nashnova zh-cn 2026-08-18T11:04:20.003Z 小摩策略师：欧股估值已消化盈利改善，金融与工业板块相对占优 https://www.nashnova.com/zh/feed/special/bitcoin-consolidates-near-64-000-as-treasury-yields-and-oil-prices-weigh-on-u-s-9802 nashnova zh-cn 2026-08-18T10:44:50.520Z 比特币64,000美元附近震荡，美债收益率与油价拖累美股 https://www.nashnova.com/zh/feed/special/alibaba-backed-robotics-firm-limx-plans-hong-kong-ipo-seeking-up-to-300-million-9801 nashnova zh-cn 2026-08-18T10:39:22.934Z 阿里系机器人企业LimX拟赴港IPO，融资最高3亿美元 https://www.nashnova.com/zh/feed/special/gigadevice-h1-net-profit-surges-over-10-fold-yoy-to-rmb-6-857-billion-9800 nashnova zh-cn 2026-08-18T10:34:02.141Z 兆易创新H1净利润同比增逾10倍至68.57亿元 https://www.nashnova.com/zh/feed/special/u-s-crypto-legislation-stalls-as-sec-and-cftc-take-over-rulemaking-9799 nashnova zh-cn 2026-08-18T10:25:20.488Z 美国加密立法受阻，美国证监会与商品期货委员会接手规则制定 https://www.nashnova.com/zh/feed/special/us-military-funding-spawned-unitree-robot-dogs-but-open-technology-was-scaled-up-9798 nashnova zh-cn 2026-08-18T10:24:14.628Z 美军资金催生宇树机器人犬，技术开放反被中国规模化 https://www.nashnova.com/zh/feed/special/southbound-funds-net-bought-hk-14-billion-on-august-18-with-alibaba-and-smic-9797 nashnova zh-cn 2026-08-18T10:12:15.564Z 北水8月18日净买入140亿港元，阿里巴巴、中芯国际领衔AI产业链 https://www.nashnova.com/zh/feed/special/huaweis-hubble-invests-across-the-full-inp-optical-chip-chain-betting-on-ai-9796 nashnova zh-cn 2026-08-18T10:10:38.390Z 华为哈勃布局InP光芯片全链条，押注AI互联基础设施 https://www.nashnova.com/zh/feed/special/mainland-insurance-funds-approved-to-invest-in-hong-kong-etfs-via-stock-connect-9795 nashnova zh-cn 2026-08-18T09:39:29.955Z 内地保险资金获准经沪深港通投资港股ETF https://www.nashnova.com/zh/feed/special/apples-anti-ai-label-becomes-a-burden-as-stock-drops-10-percent-in-three-weeks-9794 nashnova zh-cn 2026-08-18T09:25:41.155Z 苹果"反AI"标签成负担，股价三周跌10% https://www.nashnova.com/zh/feed/special/fuyao-glass-interim-net-profit-drops-17-percent-to-rmb-3-97-billion-declares-9793 nashnova zh-cn 2026-08-18T09:24:25.491Z 福耀玻璃中期净利降17%至39.7亿元，派息每股1元 https://www.nashnova.com/zh/feed/special/pony-ai-h1-revenue-surges-99-percent-yoy-robotaxi-revenue-accounts-for-one-third-9792 nashnova zh-cn 2026-08-18T09:19:42.690Z 小马智行上半年收入同比增99%，Robotaxi收入首占总收入三分之一 https://www.nashnova.com/zh/feed/special/state-council-amends-housing-provident-fund-regulations-expanded-withdrawal-9791 nashnova zh-cn 2026-08-18T09:10:31.092Z 国务院修改住房公积金条例，9月起扩大提取范围 https://www.nashnova.com/zh/feed/special/baidu-q2-revenue-at-rmb-31-33-billion-missing-expectations-adjusted-earnings-at-9790 nashnova zh-cn 2026-08-18T09:09:23.142Z 百度Q2营收313.3亿元，低于预期；调整后每ADS利润7.22元 https://www.nashnova.com/zh/feed/special/bofa-survey-bond-market-turmoil-rises-to-second-largest-tail-risk-as-global-9789 nashnova zh-cn 2026-08-18T09:08:39.728Z 美银调查：债市失控跃升第二大尾部风险，全球国债收益率创多年新高 https://www.nashnova.com/zh/feed/special/hesai-technology-q2-net-profit-surges-60-percent-yoy-robotics-lidar-shipments-9788 nashnova zh-cn 2026-08-18T08:45:58.358Z 禾赛科技Q2净利润同比增60%，机器人激光雷达出货量暴增193% https://www.nashnova.com/zh/feed/special/china-unicom-h1-net-profit-drops-34-6-percent-yoy-computing-power-revenue-up-13-9787 nashnova zh-cn 2026-08-18T08:44:38.638Z 中国联通上半年净利润同比降34.6%，算力收入增13% https://www.nashnova.com/zh/feed/special/morgan-stanleys-wilson-golds-2025-bull-run-isnt-over-etf-inflows-key-to-5-200-9786 nashnova zh-cn 2026-08-18T08:40:32.140Z 大摩Wilson：黄金25年牛市未结束，ETF资金是5200美元目标关键 https://www.nashnova.com/zh/feed/special/hkex-launches-first-offshore-china-government-bond-futures-filling-gap-in-rmb-9785 nashnova zh-cn 2026-08-18T08:39:11.168Z 港交所推出离岸首只中国国债期货，人民币利率风险管理补缺 https://www.nashnova.com/zh/feed/special/alipay-launches-ai-merchant-platform-alibaba-hong-kong-shares-rise-5-percent-9784 nashnova zh-cn 2026-08-18T08:29:23.474Z 支付宝推AI商户平台，阿里巴巴港股涨5% https://www.nashnova.com/zh/feed/special/softbank-plans-to-issue-approximately-1-trillion-in-retail-bonds-the-largest-9783 nashnova zh-cn 2026-08-18T08:24:19.158Z 软银拟发行约1万亿日元零售债券，创日本企业史上最大规模 https://www.nashnova.com/zh/feed/special/german-natural-gas-inventories-hit-17-year-low-ubs-warns-of-winter-gas-price-9782 nashnova zh-cn 2026-08-18T08:23:33.790Z 德国天然气库存降17年低位，瑞银警告冬季气价上涨通胀承压 https://www.nashnova.com/zh/feed/special/chinese-foreign-minister-wang-yi-visits-seoul-as-china-south-korea-relations-9781 nashnova zh-cn 2026-08-18T08:22:26.025Z 中国外长王毅访首尔，中韩关系修复提速 https://www.nashnova.com/zh/feed/special/sk-hynixs-second-largest-customer-approaches-nvidia-in-h1-sales-9780 nashnova zh-cn 2026-08-18T08:10:21.230Z SK海力士第二大客户上半年销售额逼近英伟达 https://www.nashnova.com/zh/feed/special/state-grids-record-dim-sum-bond-draws-13x-oversubscription-boosting-hong-kongs-9779 nashnova zh-cn 2026-08-18T08:09:06.502Z 国家电网点心债创纪录，认购超13倍推动香港离岸人民币债市 https://www.nashnova.com/zh/feed/special/iran-tightens-hormuz-strait-controls-as-oil-tankers-halted-and-attacked-9778 nashnova zh-cn 2026-08-18T07:59:17.859Z 伊朗加强霍尔木兹管控，油轮停航并遭袭击 https://www.nashnova.com/zh/feed/special/nasdaq-plans-to-launch-23-hour-trading-on-december-6-2026-9777 nashnova zh-cn 2026-08-18T07:34:04.134Z 纳斯达克拟2026年12月6日启动23小时交易 https://www.nashnova.com/zh/feed/special/new-sf-fed-model-suggests-current-fed-policy-may-already-be-too-loose-9776 nashnova zh-cn 2026-08-18T07:19:22.250Z 旧金山联储新模型：当前美联储政策或已偏宽松 https://www.nashnova.com/zh/feed/special/samsung-establishes-physical-ai-lab-deepening-humanoid-robot-strategy-9775 nashnova zh-cn 2026-08-18T07:12:08.636Z 三星成立实体AI实验室，深化人形机器人布局 https://www.nashnova.com/zh/feed/special/ajinomotos-abf-film-monopolizes-95-percent-of-market-chinas-ai-chip-packaging-9774 nashnova zh-cn 2026-08-18T07:10:43.181Z 味之素ABF薄膜垄断95%市场，中国AI芯片封装面临断供压力 https://www.nashnova.com/zh/feed/special/south-koreas-national-pension-service-participates-as-cornerstone-investor-in-9773 nashnova zh-cn 2026-08-18T07:09:14.162Z 韩国国民年金参与中际旭创港股IPO基石投资，后者已列入美国军事企业名单 https://www.nashnova.com/zh/feed/special/french-government-bonds-under-short-seller-siege-as-france-germany-spread-widens-9772 nashnova zh-cn 2026-08-18T06:50:28.866Z 法国国债遭空头围猎，法德利差升至84基点 https://www.nashnova.com/zh/feed/special/quant-giant-jane-street-discloses-over-1-billion-in-bitcoin-etf-holdings-9771 nashnova zh-cn 2026-08-18T06:49:06.089Z 量化巨头Jane Street披露逾10亿美元比特币ETF持仓 https://www.nashnova.com/zh/feed/special/bridgewater-china-lost-2-8-percent-in-july-but-still-posts-3-percent-positive-9770 nashnova zh-cn 2026-08-18T06:34:38.155Z 桥水中国7月亏损2.8%，全年仍录得3%正收益 https://www.nashnova.com/zh/feed/special/morgan-stanley-china-cloud-ai-computing-roic-reaches-13-percent-20-percent-9769 nashnova zh-cn 2026-08-18T06:19:29.509Z 大摩：中国云厂AI算力ROIC达13%-20%，阿里云最具优势 https://www.nashnova.com/zh/feed/special/core-logic-of-ai-trade-shaken-as-long-chips-short-software-strategy-nears-9768 nashnova zh-cn 2026-08-18T06:14:02.812Z AI交易核心逻辑动摇，芯片做多软件做空策略濒临瓦解 https://www.nashnova.com/zh/feed/special/china-accelerates-mandate-for-government-agencies-to-uninstall-customized-9767 nashnova zh-cn 2026-08-18T06:10:15.610Z 中国提前要求政府机构卸载定制版Windows 10 https://www.nashnova.com/zh/feed/special/chinas-commercial-bank-net-interest-margins-rise-for-first-time-in-four-years-9766 nashnova zh-cn 2026-08-18T06:09:14.839Z 中国商业银行息差四年来首次回升，贷款需求疲软制约下半年前景 https://www.nashnova.com/zh/feed/special/china-10-year-government-bond-yield-falls-to-13-month-low-9765 nashnova zh-cn 2026-08-18T05:54:14.929Z 中国10年期国债收益率跌至13个月低点 https://www.nashnova.com/zh/feed/special/middle-east-ceasefire-hopes-fade-asian-stocks-fall-broadly-oil-prices-rise-above-9764 nashnova zh-cn 2026-08-18T05:29:10.942Z 中东停火希望消退，亚洲股市普跌，油价升破85美元 https://www.nashnova.com/zh/feed/special/iran-declares-offensive-shift-amid-bond-selloff-triggering-global-stock-bond-9763 nashnova zh-cn 2026-08-18T04:59:33.343Z 伊朗宣布转攻势叠加债市抛售，全球股债双杀 https://www.nashnova.com/zh/feed/special/nvidias-50b-ai-financing-plan-vs-broadcoms-approach-a-structural-comparison-9762 nashnova zh-cn 2026-08-18T04:25:44.872Z 英伟达5000亿美元AI融资计划与博通路径对比 https://www.nashnova.com/zh/feed/special/antitrust-regulation-begins-to-erode-apples-100b-services-business-9761 nashnova zh-cn 2026-08-18T04:24:24.957Z 反垄断监管开始侵蚀苹果逾千亿美元服务业务 https://www.nashnova.com/zh/feed/special/top-10-global-private-equity-giants-see-zero-china-deals-this-year-9760 nashnova zh-cn 2026-08-18T04:23:04.703Z 全球十大私募巨头今年在华交易归零 https://www.nashnova.com/zh/feed/special/small-modular-nuclear-reactor-stocks-plunge-as-short-sellers-pocket-2-1-billion-9759 nashnova zh-cn 2026-08-18T04:21:17.716Z 小型模块化核反应堆股票大跌，空头一年获利21亿美元 https://www.nashnova.com/zh/feed/special/hk-stocks-midday-hang-seng-index-falls-0-65-percent-pork-stocks-buck-the-trend-9758 nashnova zh-cn 2026-08-18T04:19:49.718Z 港股午盘恒指跌0.65% 猪肉股逆市领涨 https://www.nashnova.com/zh/feed/special/samsung-hbm4e-mass-production-challenge-yield-and-process-are-key-variables-9756 nashnova zh-cn 2026-08-18T04:18:25.780Z 三星HBM4E量产挑战：良率与制程是关键变量 https://www.nashnova.com/zh/feed/special/ubs-ai-infrastructure-investment-spreading-from-gpus-to-the-entire-supply-chain-9757 nashnova zh-cn 2026-08-18T04:16:48.022Z 瑞银：AI基础设施投资从GPU扩散至全产业链 https://www.nashnova.com/zh/feed/special/chinas-budget-ai-challenges-silicon-valleys-dominant-business-model-9755 nashnova zh-cn 2026-08-18T04:12:11.669Z 中国平价AI挑战硅谷主流商业模式 https://www.nashnova.com/zh/feed/special/ai-data-center-demand-drives-power-semiconductor-shortage-to-last-at-least-two-9754 nashnova zh-cn 2026-08-18T04:10:42.038Z AI数据中心需求推动功率半导体短缺至少持续两年 https://www.nashnova.com/zh/feed/special/horizon-robotics-j7-chip-takes-aim-at-nvidia-and-tesla-9753 nashnova zh-cn 2026-08-18T04:09:35.821Z 地平线机器人J7芯片剑指英伟达与特斯拉 https://www.nashnova.com/zh/feed/special/vessel-struck-by-unidentified-projectile-in-strait-of-hormuz-causing-engine-room-9752 nashnova zh-cn 2026-08-18T03:53:58.884Z 霍尔木兹海峡一船只遭不明弹体击中，致机舱受损及人员伤亡 https://www.nashnova.com/zh/feed/special/hedge-funds-net-bought-u-s-stocks-for-five-consecutive-days-as-tech-sector-short-9751 nashnova zh-cn 2026-08-18T03:19:31.533Z 对冲基金连续五日净买入美股，科技板块逼空主导年内第二快买入潮 https://www.nashnova.com/zh/feed/special/u-s-pressures-south-korea-to-build-memory-chip-fabs-in-america-samsung-and-sk-9750 nashnova zh-cn 2026-08-18T03:15:36.218Z 美国施压韩国赴美建内存厂，三星SK海力士首投项目生变 https://www.nashnova.com/zh/feed/special/fundstrat-bitcoin-volatility-hits-historic-lows-30-percent-major-swing-possible-9749 nashnova zh-cn 2026-08-18T03:13:54.906Z Fundstrat：比特币波动率创历史低位，未来60天或现30%大幅波动 https://www.nashnova.com/zh/feed/special/amd-holds-over-565-million-in-spacex-shares-as-musk-shifts-to-nvidia-9748 nashnova zh-cn 2026-08-18T03:10:13.536Z AMD持有SpaceX股份逾5.65亿美元，马斯克已转向英伟达 https://www.nashnova.com/zh/feed/special/druckenmiller-returns-to-chinese-tech-stocks-tepper-doubles-down-on-baidu-while-9747 nashnova zh-cn 2026-08-18T03:09:09.635Z 德鲁肯米勒重返中国科技股，泰珀加仓百度同时减持阿里 https://www.nashnova.com/zh/feed/special/walmart-earnings-kick-off-retail-season-u-s-consumption-slowing-but-not-stalling-9746 nashnova zh-cn 2026-08-18T03:00:40.967Z 沃尔玛财报开启零售季，美国消费降速但未失速 https://www.nashnova.com/zh/feed/special/copper-supply-tightness-intensifies-as-key-lme-spread-surges-to-nearly-eight-9745 nashnova zh-cn 2026-08-18T02:59:19.869Z 铜市供应紧张加剧，LME关键价差飙升至近八个月高位 https://www.nashnova.com/zh/feed/special/bhp-full-year-profit-surges-30-percent-with-highest-dividend-in-four-years-as-9744 nashnova zh-cn 2026-08-18T02:54:25.667Z BHP全年利润增30%创四年最高股息，铜业务首超铁矿石 https://www.nashnova.com/zh/feed/special/google-plans-to-move-entire-pixel-production-out-of-china-by-2027-9743 nashnova zh-cn 2026-08-18T02:38:43.948Z 谷歌计划2027年将Pixel全线生产迁出中国 https://www.nashnova.com/zh/feed/special/macro-and-technical-convergence-golds-4-500-level-becomes-key-resistance-9742 nashnova zh-cn 2026-08-18T02:37:33.746Z 宏观与技术面共振，黄金4500美元成关键阻力 https://www.nashnova.com/zh/feed/special/korean-retail-investors-flood-into-u-s-stocks-paying-10-percent-premium-for-sk-9741 nashnova zh-cn 2026-08-18T02:15:46.686Z 韩国散户涌入美股，溢价10%抢购SK海力士ADR并押注三倍杠杆ETF https://www.nashnova.com/zh/feed/special/anthropic-and-openai-may-tighten-api-access-putting-enterprise-clients-under-9740 nashnova zh-cn 2026-08-18T02:14:24.954Z Anthropic与OpenAI或收紧API，企业客户面临双重压力 https://www.nashnova.com/zh/feed/special/long-end-treasury-yields-break-5-percent-basis-trade-conversion-option-activity-9739 nashnova zh-cn 2026-08-18T01:49:33.684Z 长端美债收益率破5%，基差套利"转换期权"交易升温 https://www.nashnova.com/zh/feed/special/bofa-maintains-buy-rating-on-tencent-citing-turning-point-in-ai-competitive-9738 nashnova zh-cn 2026-08-18T00:49:27.112Z 美银维持腾讯买入评级，称AI竞争格局现转折 https://www.nashnova.com/zh/feed/special/private-sector-replaces-central-banks-the-evolving-support-structure-beneath-the-9737 nashnova zh-cn 2026-08-18T00:34:39.472Z 私人部门取代央行，美元底部支撑结构演变 https://www.nashnova.com/zh/feed/special/japan-10-year-government-bond-yield-rises-to-30-year-high-9736 nashnova zh-cn 2026-08-18T00:28:51.801Z 日本10年期国债收益率升至三十年高位 https://www.nashnova.com/zh/feed/special/q2-ev-9735 nashnova zh-cn 2026-08-18T00:19:11.311Z 小米Q2财报今日公布，存储成本与EV交付成关键看点 https://www.nashnova.com/zh/feed/special/9734 nashnova zh-cn 2026-08-18T00:08:33.579Z 高盛：美股高位降低冲突门槛，警惕地缘尾部风险 https://www.nashnova.com/zh/feed/special/ai-mlcc-40-9733 nashnova zh-cn 2026-08-18T00:07:06.127Z AI服务器需求推高端MLCC交货期至40周 https://www.nashnova.com/zh/feed/special/ai-9732 nashnova zh-cn 2026-08-18T00:05:45.269Z 美国拟警告盟友：加入美国AI阵营或与中国倡议不兼容 https://www.nashnova.com/zh/feed/special/asic-20-percent-tpu-9731 nashnova zh-cn 2026-08-18T00:04:37.878Z 联发科ASIC市占率目标升至20%，承接谷歌TPU订单挑战博通 https://www.nashnova.com/zh/feed/special/9730 nashnova zh-cn 2026-08-17T23:44:51.922Z 锂矿巨头融捷股份净利润同比增逾十倍，机构看好高盈利周期延续 https://www.nashnova.com/zh/feed/special/ai-9729 nashnova zh-cn 2026-08-17T22:29:28.013Z 存储股重返牛市：AI营收加速重估芯片需求 https://www.nashnova.com/zh-hant/feed/special/bank-of-america-nvidia-valuation-attractive-significant-discount-on-relative-9828 nashnova zh-tw 2026-08-18T14:19:02.232Z 美國銀行：輝達估值具吸引力，相對自由現金流折價顯著 https://www.nashnova.com/zh-hant/feed/special/u-s-pending-home-sales-unexpectedly-decline-2-3-percent-in-july-9827 nashnova zh-tw 2026-08-18T14:13:50.258Z 美國7月成屋簽約銷售意外下滑2.3% https://www.nashnova.com/zh-hant/feed/special/optical-communication-stocks-sell-off-broadly-coherent-drops-11-percent-in-a-9826 nashnova zh-tw 2026-08-18T14:08:47.030Z 光通訊概念股集體下跌，Coherent單日跌11% https://www.nashnova.com/zh-hant/feed/special/goldman-trading-desk-warns-the-fed-may-be-forced-to-hike-rates-even-as-data-9825 nashnova zh-tw 2026-08-18T13:47:30.995Z 高盛交易台警告：聯準會或被迫在數據走軟時加息 https://www.nashnova.com/zh-hant/feed/special/nasdaq-falls-1-1-percent-as-chip-stock-rally-reverses-intraday-9824 nashnova zh-tw 2026-08-18T13:46:14.435Z 納指跌1.1%，晶片股漲勢盤中逆轉 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https://www.nashnova.com/zh-hant/feed/special/us-think-tank-chinas-data-strategy-may-give-it-an-edge-in-ai-competition-9818 nashnova zh-tw 2026-08-18T13:24:03.038Z 美國諮詢機構：中國數據戰略或令其在AI競爭中佔優 https://www.nashnova.com/zh-hant/feed/special/unitree-ipo-beneficiary-stocks-18-targets-across-three-main-themes-9817 nashnova zh-tw 2026-08-18T13:16:08.136Z 宇樹上市受益股梳理：三條主線18只標的 https://www.nashnova.com/zh-hant/feed/special/pimco-over-14-5-billion-trapped-in-private-credit-funds-as-wealth-managers-9816 nashnova zh-tw 2026-08-18T13:14:16.954Z Pimco：逾145億美元被困私人信貸基金，財富管理機構加速撤離 https://www.nashnova.com/zh-hant/feed/special/u-s-july-housing-starts-drop-12-4-percent-mom-while-building-permits-rise-5-9815 nashnova zh-tw 2026-08-18T12:48:55.780Z 美國7月住房開工環比降12.4%，建築許可升5% https://www.nashnova.com/zh-hant/feed/special/u-s-july-export-prices-fall-1-3-percent-mom-import-prices-drop-0-4-percent-9814 nashnova zh-tw 2026-08-18T12:38:59.464Z 美國7月出口價格環比跌1.3%，進口價格跌0.4% https://www.nashnova.com/zh-hant/feed/special/u-s-diesel-crack-spread-breaks-100-for-first-time-as-inventories-hit-lowest-9813 nashnova zh-tw 2026-08-18T12:35:07.500Z 美國柴油裂解價差首破百元，庫存降至1996年來同期最低 https://www.nashnova.com/zh-hant/feed/special/four-u-s-states-seek-200-billion-in-damages-as-first-federal-case-over-metas-9812 nashnova zh-tw 2026-08-18T12:30:26.529Z 美國四州索賠2000億美元，Meta兒童社媒成癮聯邦首案開審 https://www.nashnova.com/zh-hant/feed/special/xiaomi-q2-net-profit-declines-for-third-consecutive-quarter-commits-to-large-9811 nashnova zh-tw 2026-08-18T12:29:14.015Z 小米Q2淨利潤連續三季下滑，堅持AI大規模投入 https://www.nashnova.com/zh-hant/feed/special/alibabas-qwen3-8-27b-lightweight-model-rivals-openai-and-deepseek-flagships-9810 nashnova zh-tw 2026-08-18T12:09:09.019Z 阿里Qwen3.8-27B輕量模型性能比肩OpenAI及DeepSeek旗艦 https://www.nashnova.com/zh-hant/feed/special/ant-group-cashes-out-300-million-by-selling-3-percent-stake-in-paytm-9809 nashnova zh-tw 2026-08-18T12:04:11.858Z 螞蟻集團套現3億美元，出售約3%Paytm股權 https://www.nashnova.com/zh-hant/feed/special/strategists-the-real-sell-off-threshold-for-u-s-stocks-is-far-above-4-5-percent-9808 nashnova zh-tw 2026-08-18T11:55:14.874Z 策略師：美股真正拋售閾值遠高於4.5% https://www.nashnova.com/zh-hant/feed/special/google-reportedly-partners-with-amd-to-design-10th-gen-tpu-wedbush-says-it-could-9807 nashnova zh-tw 2026-08-18T11:49:18.276Z 傳谷歌聯手AMD設計第十代TPU，Wedbush稱或引發晶片業格局重塑 https://www.nashnova.com/zh-hant/feed/special/klarna-q2-revenue-hits-1-04b-beating-expectations-gmv-up-18-percent-9806 nashnova zh-tw 2026-08-18T11:44:08.746Z Klarna Q2營收10.4億美元超預期，GMV增18% https://www.nashnova.com/zh-hant/feed/special/guotai-haitong-reports-h1-net-profit-of-20-26-billion-yuan-institutional-and-9805 nashnova zh-tw 2026-08-18T11:34:38.990Z 國泰海通上半年淨利潤202.6億元，機構與交易業務貢獻近半營收 https://www.nashnova.com/zh-hant/feed/special/chinas-z-ai-releases-glm-5-3-open-source-models-cybersecurity-capabilities-9804 nashnova zh-tw 2026-08-18T11:19:25.762Z 中國Z.ai發布GLM 5.3，開源模型網路安全能力逼近Anthropic與OpenAI https://www.nashnova.com/zh-hant/feed/special/jpmorgan-strategist-european-stock-valuations-have-priced-in-earnings-9803 nashnova zh-tw 2026-08-18T11:04:20.003Z 小摩策略師：歐股估值已消化盈利改善，金融與工業板塊相對佔優 https://www.nashnova.com/zh-hant/feed/special/bitcoin-consolidates-near-64-000-as-treasury-yields-and-oil-prices-weigh-on-u-s-9802 nashnova zh-tw 2026-08-18T10:44:50.520Z 比特幣64,000美元附近震盪，美債殖利率與油價拖累美股 https://www.nashnova.com/zh-hant/feed/special/alibaba-backed-robotics-firm-limx-plans-hong-kong-ipo-seeking-up-to-300-million-9801 nashnova zh-tw 2026-08-18T10:39:22.934Z 阿里系機器人企業LimX擬赴港IPO，融資最高3億美元 https://www.nashnova.com/zh-hant/feed/special/gigadevice-h1-net-profit-surges-over-10-fold-yoy-to-rmb-6-857-billion-9800 nashnova zh-tw 2026-08-18T10:34:02.141Z 兆易創新H1淨利潤同比增逾10倍至68.57億元 https://www.nashnova.com/zh-hant/feed/special/u-s-crypto-legislation-stalls-as-sec-and-cftc-take-over-rulemaking-9799 nashnova zh-tw 2026-08-18T10:25:20.488Z 美國加密立法受阻，美國證監會與商品期貨委員會接手規則制定 https://www.nashnova.com/zh-hant/feed/special/us-military-funding-spawned-unitree-robot-dogs-but-open-technology-was-scaled-up-9798 nashnova zh-tw 2026-08-18T10:24:14.628Z 美軍資金催生宇樹機器人犬，技術開放反被中國規模化 https://www.nashnova.com/zh-hant/feed/special/southbound-funds-net-bought-hk-14-billion-on-august-18-with-alibaba-and-smic-9797 nashnova zh-tw 2026-08-18T10:12:15.564Z 北水8月18日淨買入140億港元，阿里巴巴、中芯國際領銜AI產業鏈 https://www.nashnova.com/zh-hant/feed/special/huaweis-hubble-invests-across-the-full-inp-optical-chip-chain-betting-on-ai-9796 nashnova zh-tw 2026-08-18T10:10:38.390Z 華為哈勃佈局InP光晶片全鏈條，押注AI互聯基礎設施 https://www.nashnova.com/zh-hant/feed/special/mainland-insurance-funds-approved-to-invest-in-hong-kong-etfs-via-stock-connect-9795 nashnova zh-tw 2026-08-18T09:39:29.955Z 內地保險資金獲准經滬深港通投資港股ETF https://www.nashnova.com/zh-hant/feed/special/apples-anti-ai-label-becomes-a-burden-as-stock-drops-10-percent-in-three-weeks-9794 nashnova zh-tw 2026-08-18T09:25:41.155Z 蘋果「反AI」標籤成負擔，股價三週跌10% https://www.nashnova.com/zh-hant/feed/special/fuyao-glass-interim-net-profit-drops-17-percent-to-rmb-3-97-billion-declares-9793 nashnova zh-tw 2026-08-18T09:24:25.491Z 福耀玻璃中期淨利降17%至39.7億元，派息每股1元 https://www.nashnova.com/zh-hant/feed/special/pony-ai-h1-revenue-surges-99-percent-yoy-robotaxi-revenue-accounts-for-one-third-9792 nashnova zh-tw 2026-08-18T09:19:42.690Z 小馬智行上半年收入同比增99%，Robotaxi收入首佔總收入三分之一 https://www.nashnova.com/zh-hant/feed/special/state-council-amends-housing-provident-fund-regulations-expanded-withdrawal-9791 nashnova zh-tw 2026-08-18T09:10:31.092Z 國務院修改住房公積金條例，9月起擴大提取範圍 https://www.nashnova.com/zh-hant/feed/special/baidu-q2-revenue-at-rmb-31-33-billion-missing-expectations-adjusted-earnings-at-9790 nashnova zh-tw 2026-08-18T09:09:23.142Z 百度Q2營收313.3億元，低於預期；調整後每ADS利潤7.22元 https://www.nashnova.com/zh-hant/feed/special/bofa-survey-bond-market-turmoil-rises-to-second-largest-tail-risk-as-global-9789 nashnova zh-tw 2026-08-18T09:08:39.728Z 美銀調查：債市失控躍升第二大尾部風險，全球國債收益率創多年新高 https://www.nashnova.com/zh-hant/feed/special/hesai-technology-q2-net-profit-surges-60-percent-yoy-robotics-lidar-shipments-9788 nashnova zh-tw 2026-08-18T08:45:58.358Z 禾賽科技Q2淨利潤同比增60%，機器人激光雷達出貨量暴增193% https://www.nashnova.com/zh-hant/feed/special/china-unicom-h1-net-profit-drops-34-6-percent-yoy-computing-power-revenue-up-13-9787 nashnova zh-tw 2026-08-18T08:44:38.638Z 中國聯通上半年淨利潤同比降34.6%，算力收入增13% https://www.nashnova.com/zh-hant/feed/special/morgan-stanleys-wilson-golds-2025-bull-run-isnt-over-etf-inflows-key-to-5-200-9786 nashnova zh-tw 2026-08-18T08:40:32.140Z 大摩Wilson：黃金25年牛市未結束，ETF資金是5200美元目標關鍵 https://www.nashnova.com/zh-hant/feed/special/hkex-launches-first-offshore-china-government-bond-futures-filling-gap-in-rmb-9785 nashnova zh-tw 2026-08-18T08:39:11.168Z 港交所推出離岸首隻中國國債期貨，人民幣利率風險管理補缺 https://www.nashnova.com/zh-hant/feed/special/alipay-launches-ai-merchant-platform-alibaba-hong-kong-shares-rise-5-percent-9784 nashnova zh-tw 2026-08-18T08:29:23.474Z 支付寶推AI商戶平台，阿里巴巴港股漲5% https://www.nashnova.com/zh-hant/feed/special/softbank-plans-to-issue-approximately-1-trillion-in-retail-bonds-the-largest-9783 nashnova zh-tw 2026-08-18T08:24:19.158Z 軟銀擬發行約1萬億日圓零售債券，創日本企業史上最大規模 https://www.nashnova.com/zh-hant/feed/special/german-natural-gas-inventories-hit-17-year-low-ubs-warns-of-winter-gas-price-9782 nashnova zh-tw 2026-08-18T08:23:33.790Z 德國天然氣庫存降至17年低位，瑞銀警告冬季氣價上漲通膨承壓 https://www.nashnova.com/zh-hant/feed/special/chinese-foreign-minister-wang-yi-visits-seoul-as-china-south-korea-relations-9781 nashnova zh-tw 2026-08-18T08:22:26.025Z 中國外長王毅訪首爾，中韓關係修復提速 https://www.nashnova.com/zh-hant/feed/special/sk-hynixs-second-largest-customer-approaches-nvidia-in-h1-sales-9780 nashnova zh-tw 2026-08-18T08:10:21.230Z SK海力士第二大客戶上半年銷售額逼近輝達 https://www.nashnova.com/zh-hant/feed/special/state-grids-record-dim-sum-bond-draws-13x-oversubscription-boosting-hong-kongs-9779 nashnova zh-tw 2026-08-18T08:09:06.502Z 國家電網點心債創紀錄，認購超13倍推動香港離岸人民幣債市 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https://www.nashnova.com/zh-hant/feed/special/core-logic-of-ai-trade-shaken-as-long-chips-short-software-strategy-nears-9768 nashnova zh-tw 2026-08-18T06:14:02.812Z AI交易核心邏輯動搖，晶片做多軟體做空策略瀕臨瓦解 https://www.nashnova.com/zh-hant/feed/special/china-accelerates-mandate-for-government-agencies-to-uninstall-customized-9767 nashnova zh-tw 2026-08-18T06:10:15.610Z 中國提前要求政府機構卸載定製版Windows 10 https://www.nashnova.com/zh-hant/feed/special/chinas-commercial-bank-net-interest-margins-rise-for-first-time-in-four-years-9766 nashnova zh-tw 2026-08-18T06:09:14.839Z 中國商業銀行息差四年來首次回升，貸款需求疲軟制約下半年前景 https://www.nashnova.com/zh-hant/feed/special/china-10-year-government-bond-yield-falls-to-13-month-low-9765 nashnova zh-tw 2026-08-18T05:54:14.929Z 中國10年期國債收益率跌至13個月低點 https://www.nashnova.com/zh-hant/feed/special/middle-east-ceasefire-hopes-fade-asian-stocks-fall-broadly-oil-prices-rise-above-9764 nashnova zh-tw 2026-08-18T05:29:10.942Z 中東停火希望消退，亞洲股市普跌，油價升破85美元 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