https://www.nashnova.com/feed/special/warsh-inflation-is-a-choice-7811 nashnova en 2026-07-28T19:37:19.354Z Warsh: Inflation Is a Choice https://www.nashnova.com/feed/special/openai-and-anthropic-employees-co-sign-letter-urging-u-s-to-regulate-ai-7810 nashnova en 2026-07-28T19:22:45.932Z OpenAI and Anthropic Employees Co-Sign Letter Urging U.S. to Regulate AI Development Pace https://www.nashnova.com/feed/special/musks-portfolio-loses-1-5-trillion-in-market-cap-as-spacex-lock-up-expiration-7809 nashnova en 2026-07-28T19:07:38.903Z Musk's Portfolio Loses $1.5 Trillion in Market Cap as SpaceX Lock-Up Expiration Looms https://www.nashnova.com/feed/special/u-s-plans-to-ban-imports-of-chinese-robots-and-inverters-7808 nashnova en 2026-07-28T18:37:26.012Z U.S. Plans to Ban Imports of Chinese Robots and Inverters https://www.nashnova.com/feed/special/novo-nordisk-faces-shareholder-fraud-lawsuit-over-cagrisema-trial-7807 nashnova en 2026-07-28T18:23:16.172Z Novo Nordisk Faces Shareholder Fraud Lawsuit Over CagriSema Trial https://www.nashnova.com/feed/special/koch-industries-explores-sale-of-data-center-firm-edged-at-15-billion-valuation-7806 nashnova en 2026-07-28T18:22:25.220Z Koch Industries Explores Sale of Data Center Firm Edged at ~$15 Billion Valuation https://www.nashnova.com/feed/special/openai-models-unexpected-breach-of-hugging-face-sounds-ai-cybersecurity-alarm-7805 nashnova en 2026-07-28T18:14:01.266Z OpenAI Model's Unexpected Breach of Hugging Face Sounds AI Cybersecurity Alarm https://www.nashnova.com/feed/special/btig-adding-to-semiconductor-shorts-carries-elevated-risk-at-this-point-7804 nashnova en 2026-07-28T18:12:42.965Z BTIG: Adding to Semiconductor Shorts Carries Elevated Risk at This Point https://www.nashnova.com/feed/special/saudi-prince-alwaleed-invests-130-million-in-lucid-motors-7803 nashnova en 2026-07-28T17:42:41.850Z Saudi Prince Alwaleed Invests $130 Million in Lucid Motors https://www.nashnova.com/feed/special/berkshire-rises-over-2-percent-as-apple-and-coca-cola-hit-record-highs-boosting-7802 nashnova en 2026-07-28T17:15:07.069Z Berkshire Rises Over 2% as Apple and Coca-Cola Hit Record Highs, Boosting Portfolio Value https://www.nashnova.com/feed/special/codelco-rules-out-reaching-2026-production-target-7801 nashnova en 2026-07-28T17:13:47.923Z Codelco Rules Out Reaching 2026 Production Target https://www.nashnova.com/feed/special/anthropic-ai-model-cracks-weakened-aes-encryption-algorithm-7800 nashnova en 2026-07-28T17:12:43.647Z Anthropic AI Model Cracks Weakened AES Encryption Algorithm https://www.nashnova.com/feed/special/jensen-huang-visits-washington-to-meet-lutnick-as-nvidia-chip-exports-face-7799 nashnova en 2026-07-28T16:53:35.237Z Jensen Huang Visits Washington to Meet Lutnick as Nvidia Chip Exports Face Scrutiny https://www.nashnova.com/feed/special/driven-by-ai-orders-asm-international-raises-2027-revenue-outlook-7798 nashnova en 2026-07-28T16:52:34.082Z Driven by AI Orders, ASM International Raises 2027 Revenue Outlook https://www.nashnova.com/feed/special/fubon-rubin-delay-doesnt-alter-ai-demand-cowos-hbm-tpu-on-three-fronts-reshaping-7797 nashnova en 2026-07-28T16:13:31.557Z Fubon: Rubin Delay Doesn't Alter AI Demand — CoWoS/HBM/TPU on Three Fronts Reshaping the Semiconductor Landscape https://www.nashnova.com/feed/special/goldman-sachs-ctas-to-net-sell-across-the-board-next-week-downside-could-trigger-7796 nashnova en 2026-07-28T16:11:52.339Z Goldman Sachs: CTAs to Net Sell Across the Board Next Week, Downside Could Trigger $185B in Selling Pressure https://www.nashnova.com/feed/special/morgan-stanley-current-conditions-have-not-yet-reached-a-9-24-style-policy-7795 nashnova en 2026-07-28T16:10:35.958Z Morgan Stanley: Current Conditions Have Not Yet Reached a 9/24-Style Policy Inflection Point https://www.nashnova.com/feed/special/bitcoin-bottom-signals-emerge-as-analysts-remain-divided-7794 nashnova en 2026-07-28T16:09:16.962Z Bitcoin Bottom Signals Emerge as Analysts Remain Divided https://www.nashnova.com/feed/special/citi-maintains-copper-price-targets-14-500-by-september-15-000-by-year-end-7793 nashnova en 2026-07-28T16:07:58.456Z Citi Maintains Copper Price Targets: $14,500 by September, $15,000 by Year-End https://www.nashnova.com/feed/special/nvidia-invests-1-billion-in-naver-to-co-build-asia-pacific-ai-infrastructure-7792 nashnova en 2026-07-28T15:59:35.008Z Nvidia Invests $1 Billion in Naver to Co-Build Asia-Pacific AI Infrastructure https://www.nashnova.com/feed/special/sheins-hong-kong-ipo-filing-reveals-u-s-federal-trade-commission-investigation-7791 nashnova en 2026-07-28T15:58:23.519Z Shein's Hong Kong IPO Filing Reveals U.S. Federal Trade Commission Investigation https://www.nashnova.com/feed/special/mediator-says-u-s-iran-nearing-breakthrough-oil-prices-drop-over-4-percent-7790 nashnova en 2026-07-28T15:57:21.623Z Mediator Says U.S.-Iran Nearing Breakthrough, Oil Prices Drop Over 4% https://www.nashnova.com/feed/special/largest-u-s-power-grid-operator-plans-temporary-blackouts-for-large-data-centers-7789 nashnova en 2026-07-28T15:52:42.593Z Largest U.S. Power Grid Operator Plans Temporary Blackouts for Large Data Centers https://www.nashnova.com/feed/special/claude-code-enterprise-usage-continues-to-surge-as-competitors-accelerate-catch-7788 nashnova en 2026-07-28T15:08:45.883Z Claude Code Enterprise Usage Continues to Surge as Competitors Accelerate Catch-Up Efforts https://www.nashnova.com/feed/special/qualcomm-q2-earnings-due-after-market-close-today-ai-transformation-and-7787 nashnova en 2026-07-28T15:07:26.045Z Qualcomm Q2 Earnings Due After Market Close Today: AI Transformation and Smartphone Demand in Focus https://www.nashnova.com/feed/special/wto-rules-turkeys-restrictions-on-chinese-evs-violate-trade-rules-7786 nashnova en 2026-07-28T14:52:29.601Z WTO Rules Turkey's Restrictions on Chinese EVs Violate Trade Rules https://www.nashnova.com/feed/special/morgan-stanley-launches-ethereum-and-solana-etf-products-7785 nashnova en 2026-07-28T14:38:30.917Z Morgan Stanley Launches Ethereum and Solana ETF Products https://www.nashnova.com/feed/special/meta-q2-earnings-due-after-market-close-today-ai-monetization-in-focus-7784 nashnova en 2026-07-28T14:37:28.530Z Meta Q2 Earnings Due After Market Close Today; AI Monetization in Focus https://www.nashnova.com/feed/special/u-s-july-consumer-confidence-index-falls-to-90-8-present-situation-index-hits-7783 nashnova en 2026-07-28T14:32:46.856Z U.S. July Consumer Confidence Index Falls to 90.8, Present Situation Index Hits Lowest in Over Four Years https://www.nashnova.com/feed/special/ai-boom-drives-hedge-fund-first-half-returns-to-multi-year-highs-7782 nashnova en 2026-07-28T14:12:39.570Z AI Boom Drives Hedge Fund First-Half Returns to Multi-Year Highs https://www.nashnova.com/feed/special/tsmc-q2-revenue-up-33-7-percent-full-year-capex-raised-to-64-billion-7781 nashnova en 2026-07-28T14:07:32.440Z TSMC Q2 Revenue Up 33.7%, Full-Year Capex Raised to $64 Billion https://www.nashnova.com/feed/special/microsoft-q4-earnings-ahead-market-focuses-on-azure-growth-and-capital-7780 nashnova en 2026-07-28T14:02:25.218Z Microsoft Q4 Earnings Ahead: Market Focuses on Azure Growth and Capital Expenditure https://www.nashnova.com/feed/special/nasdaq-100-index-approaches-technical-correction-territory-7779 nashnova en 2026-07-28T13:57:53.067Z Nasdaq 100 Index Approaches Technical Correction Territory https://www.nashnova.com/feed/special/multiple-us-stock-warning-indicators-approaching-crisis-levels-7778 nashnova en 2026-07-28T13:39:16.926Z Multiple US Stock Warning Indicators Approaching Crisis Levels https://www.nashnova.com/feed/special/tesla-signs-deal-to-purchase-90-percent-of-power-from-arizona-solar-plus-storage-7777 nashnova en 2026-07-28T13:37:56.461Z Tesla Signs Deal to Purchase 90% of Power from Arizona Solar-Plus-Storage Project https://www.nashnova.com/feed/special/eu-plans-to-sanction-over-1-600-russia-linked-entities-setting-single-batch-7776 nashnova en 2026-07-28T13:31:05.974Z EU Plans to Sanction Over 1,600 Russia-Linked Entities, Setting Single-Batch Record https://www.nashnova.com/feed/special/apple-accelerates-smart-home-push-with-three-new-products-centered-on-siri-ai-7775 nashnova en 2026-07-28T13:26:11.121Z Apple Accelerates Smart Home Push with Three New Products Centered on Siri AI https://www.nashnova.com/feed/special/moonshot-ai-seeks-to-purchase-more-nvidia-blackwell-chips-to-train-next-gen-7774 nashnova en 2026-07-28T13:11:42.714Z Moonshot AI Seeks to Purchase More Nvidia Blackwell Chips to Train Next-Gen Models https://www.nashnova.com/feed/special/u-s-may-home-price-indices-both-beat-expectations-7773 nashnova en 2026-07-28T13:10:27.234Z U.S. May Home Price Indices Both Beat Expectations https://www.nashnova.com/feed/special/visa-cuts-7-percent-of-workforce-eliminating-about-2-600-jobs-7772 nashnova en 2026-07-28T12:50:49.267Z Visa Cuts 7% of Workforce, Eliminating About 2,600 Jobs https://www.nashnova.com/feed/special/wall-street-ratings-roundup-tuesday-tesla-target-price-cut-apple-maintained-at-7771 nashnova en 2026-07-28T12:46:36.491Z Wall Street Ratings Roundup Tuesday: Tesla Target Price Cut, Apple Maintained at Underweight https://www.nashnova.com/feed/special/reuters-poll-global-inflation-expectations-revised-up-growth-forecasts-cut-7770 nashnova en 2026-07-28T12:41:51.217Z Reuters Poll: Global Inflation Expectations Revised Up, Growth Forecasts Cut https://www.nashnova.com/feed/special/u-s-june-goods-trade-deficit-at-101-5-billion-narrowing-less-than-expected-7769 nashnova en 2026-07-28T12:40:32.032Z U.S. June Goods Trade Deficit at $101.5 Billion, Narrowing Less Than Expected https://www.nashnova.com/feed/special/wall-street-giants-seen-as-hidden-beneficiaries-of-ai-boom-7768 nashnova en 2026-07-28T12:36:15.758Z Wall Street Giants Seen as Hidden Beneficiaries of AI Boom https://www.nashnova.com/feed/special/apple-partners-with-klarna-to-launch-iphone-monthly-rental-plan-starting-at-17-7767 nashnova en 2026-07-28T12:31:00.270Z Apple Partners with Klarna to Launch iPhone Monthly Rental Plan Starting at $17.99 https://www.nashnova.com/feed/special/morgan-stanley-generative-ai-inference-stage-roic-could-reach-25-percent-50-7766 nashnova en 2026-07-28T12:21:06.145Z Morgan Stanley: Generative AI Inference-Stage ROIC Could Reach 25%-50% https://www.nashnova.com/feed/special/opec-plans-to-pause-output-increases-after-september-impact-of-iran-war-yet-to-7765 nashnova en 2026-07-28T12:15:44.024Z OPEC+ Plans to Pause Output Increases After September; Impact of Iran War Yet to Be Assessed https://www.nashnova.com/feed/special/boeing-posts-q2-net-loss-of-428m-revenue-of-24-4b-beats-expectations-7764 nashnova en 2026-07-28T11:40:45.652Z Boeing Posts Q2 Net Loss of $428M, Revenue of $24.4B Beats Expectations https://www.nashnova.com/feed/special/amd-secures-over-500mw-of-computing-capacity-with-core-scientific-agreement-7763 nashnova en 2026-07-28T11:35:41.003Z AMD Secures Over 500MW of Computing Capacity with Core Scientific, Agreement Could Reach Up to 2.5GW https://www.nashnova.com/feed/special/corning-q2-earnings-beat-expectations-but-in-line-guidance-triggers-10-percent-7762 nashnova en 2026-07-28T11:23:19.212Z Corning Q2 Earnings Beat Expectations, but In-Line Guidance Triggers 10%+ Stock Drop https://www.nashnova.com/feed/special/china-dominates-electrification-metals-supply-shocks-could-drive-global-7761 nashnova en 2026-07-28T11:22:19.736Z China Dominates Electrification Metals; Supply Shocks Could Drive Global Inflation Higher https://www.nashnova.com/feed/special/record-number-of-leveraged-etf-closures-73-already-shut-down-in-2026-7760 nashnova en 2026-07-28T11:21:02.105Z Record Number of Leveraged ETF Closures: 73 Already Shut Down in 2026 https://www.nashnova.com/feed/special/paypal-q2-results-beat-expectations-raises-full-year-earnings-guidance-7759 nashnova en 2026-07-28T11:19:40.384Z PayPal Q2 Results Beat Expectations, Raises Full-Year Earnings Guidance https://www.nashnova.com/feed/special/warshs-press-conference-may-be-more-noteworthy-than-the-rate-decision-itself-7758 nashnova en 2026-07-28T11:18:19.622Z Warsh's Press Conference May Be More Noteworthy Than the Rate Decision Itself https://www.nashnova.com/feed/special/bis-ai-boom-blurs-economic-signals-rising-risk-of-monetary-policy-misjudgment-7757 nashnova en 2026-07-28T11:16:58.542Z BIS: AI Boom Blurs Economic Signals, Rising Risk of Monetary Policy Misjudgment https://www.nashnova.com/feed/special/nvidias-forward-p-e-drops-to-11-year-low-7756 nashnova en 2026-07-28T11:15:37.825Z Nvidia's Forward P/E Drops to 11-Year Low https://www.nashnova.com/feed/special/hsbc-strategists-earnings-and-valuations-underpin-risk-asset-resilience-7755 nashnova en 2026-07-28T11:01:04.039Z HSBC Strategists: Earnings and Valuations Underpin Risk Asset Resilience https://www.nashnova.com/feed/special/fundstrat-semiconductor-sell-off-has-precedent-recommends-holding-through-the-7754 nashnova en 2026-07-28T10:58:02.192Z Fundstrat: Semiconductor Sell-Off Has Precedent, Recommends Holding Through the Dip https://www.nashnova.com/feed/special/gulf-states-back-omans-proposal-iran-could-collect-voluntary-transit-fees-7753 nashnova en 2026-07-28T10:56:42.921Z Gulf States Back Oman's Proposal: Iran Could Collect Voluntary Transit Fees https://www.nashnova.com/feed/special/stock-connect-southbound-averaged-hk-123-1-billion-in-daily-turnover-in-h1-up-11-7752 nashnova en 2026-07-28T10:55:36.271Z Stock Connect (Southbound) Averaged HK$123.1 Billion in Daily Turnover in H1, Up 11% YoY https://www.nashnova.com/feed/special/amazon-shuts-down-most-nova-flagship-models-bets-on-new-frontier-models-7751 nashnova en 2026-07-28T10:53:01.345Z Amazon Shuts Down Most Nova Flagship Models, Bets on New Frontier Models https://www.nashnova.com/feed/special/fitch-warns-ai-market-correction-now-a-major-global-credit-risk-7750 nashnova en 2026-07-28T10:51:39.677Z Fitch Warns: AI Market Correction Now a Major Global Credit Risk https://www.nashnova.com/feed/special/all-sox-index-components-fall-below-50-day-moving-average-7749 nashnova en 2026-07-28T10:45:38.698Z All SOX Index Components Fall Below 50-Day Moving Average https://www.nashnova.com/feed/special/houthi-red-sea-blockade-accelerates-saudi-oil-rerouting-via-egypt-7748 nashnova en 2026-07-28T10:21:40.181Z Houthi Red Sea Blockade Accelerates Saudi Oil Rerouting via Egypt https://www.nashnova.com/feed/special/bundesbank-q2-economy-posts-modest-growth-war-related-drag-partially-offset-7747 nashnova en 2026-07-28T10:10:39.160Z Bundesbank: Q2 Economy Posts Modest Growth, War-Related Drag Partially Offset https://www.nashnova.com/feed/special/southbound-net-sold-hk-2-495b-dumping-chip-stocks-while-adding-xiaomi-and-zhipu-7746 nashnova en 2026-07-28T10:06:19.087Z Southbound Net Sold HK$2.495B, Dumping Chip Stocks While Adding Xiaomi and Zhipu https://www.nashnova.com/feed/special/china-merchants-banks-new-president-wang-xiaoqing-receives-regulatory-approval-7745 nashnova en 2026-07-28T10:02:34.400Z China Merchants Bank's New President Wang Xiaoqing Receives Regulatory Approval https://www.nashnova.com/feed/special/satellite-imagery-confirms-iranian-missiles-hit-amazons-bahrain-data-center-7744 nashnova en 2026-07-28T10:01:09.628Z Satellite Imagery Confirms Iranian Missiles Hit Amazon's Bahrain Data Center https://www.nashnova.com/feed/special/mas-warns-ai-investment-pullback-could-severely-hit-global-growth-7743 nashnova en 2026-07-28T10:00:05.615Z MAS Warns AI Investment Pullback Could Severely Hit Global Growth https://www.nashnova.com/feed/special/chinas-commerce-ministry-issues-lengthy-rebuttal-against-overcapacity-7742 nashnova en 2026-07-28T09:57:57.162Z China's Commerce Ministry Issues Lengthy Rebuttal Against Overcapacity Allegations https://www.nashnova.com/feed/special/china-mass-produces-duv-lithography-machines-analysts-say-asmls-position-hard-to-7741 nashnova en 2026-07-28T09:56:46.426Z China Mass-Produces DUV Lithography Machines; Analysts Say ASML's Position Hard to Shake in Short Term https://www.nashnova.com/feed/special/meta-partners-with-blackrock-to-develop-14-billion-data-center-in-texas-7740 nashnova en 2026-07-28T09:55:41.056Z Meta Partners with BlackRock to Develop $14 Billion Data Center in Texas https://www.nashnova.com/feed/special/gam-semiconductor-selloff-not-yet-a-buying-opportunity-7739 nashnova en 2026-07-28T09:45:42.843Z GAM: Semiconductor Selloff Not Yet a Buying Opportunity https://www.nashnova.com/feed/special/trump-plans-tariffs-on-generic-drugs-creating-dilemma-for-price-cut-promises-7738 nashnova en 2026-07-28T09:40:50.191Z Trump Plans Tariffs on Generic Drugs, Creating Dilemma for Price-Cut Promises https://www.nashnova.com/feed/special/morgan-stanley-next-phase-of-stock-rotation-ai-adopters-to-take-the-lead-7737 nashnova en 2026-07-28T09:27:00.072Z Morgan Stanley: Next Phase of Stock Rotation — AI Adopters to Take the Lead https://www.nashnova.com/feed/special/economists-u-s-fiscal-spiral-will-ultimately-trigger-major-inflation-7736 nashnova en 2026-07-28T09:25:37.033Z Economists: U.S. Fiscal Spiral Will Ultimately Trigger Major Inflation https://www.nashnova.com/feed/special/middle-east-tensions-flatten-european-rate-curve-as-traders-bet-on-ceasefire-as-7735 nashnova en 2026-07-28T09:07:38.066Z Middle East Tensions Flatten European Rate Curve as Traders Bet on Ceasefire as Inflection Point https://www.nashnova.com/feed/special/hkma-exchange-fund-records-hk-134-7-billion-investment-income-in-h1-7734 nashnova en 2026-07-28T09:06:06.049Z HKMA: Exchange Fund Records HK$134.7 Billion Investment Income in H1 https://www.nashnova.com/feed/special/intel-emib-t-vs-tsmc-copos-yield-is-the-real-threshold-for-cost-advantage-7733 nashnova en 2026-07-28T08:43:05.303Z Intel EMIB-T vs. TSMC CoPoS: Yield Is the Real Threshold for Cost Advantage https://www.nashnova.com/feed/special/xiaohongshu-hong-kong-ipo-hit-by-former-employee-complaints-as-vie-structure-7732 nashnova en 2026-07-28T08:41:27.610Z Xiaohongshu Hong Kong IPO Hit by Former Employee Complaints as VIE Structure Ambiguity Faces Scrutiny https://www.nashnova.com/feed/special/goldman-sachs-ai-risks-fall-into-two-categories-only-aggregate-shocks-hurt-the-7731 nashnova en 2026-07-28T08:36:20.236Z Goldman Sachs: AI Risks Fall into Two Categories — Only Aggregate Shocks Hurt the Broad Market https://www.nashnova.com/feed/special/nvidia-bets-5-billion-on-ssi-computing-power-to-scale-10x-in-one-year-7730 nashnova en 2026-07-28T08:31:13.121Z Nvidia Bets ~$5 Billion on SSI, Computing Power to Scale 10x in One Year https://www.nashnova.com/feed/special/high-tech-manufacturing-provinces-take-the-lead-as-chinas-regional-growth-7729 nashnova en 2026-07-28T08:26:02.281Z High-Tech Manufacturing Provinces Take the Lead as China's Regional Growth Divergence Accelerates https://www.nashnova.com/feed/special/triple-pressure-looms-earnings-inflation-and-the-fed-decision-7728 nashnova en 2026-07-28T08:17:07.572Z Triple Pressure Looms: Earnings, Inflation, and the Fed Decision https://www.nashnova.com/feed/special/7-1-magnitude-earthquake-in-kyushu-japan-triggers-tsunami-warning-7727 nashnova en 2026-07-28T08:15:30.467Z 7.1-Magnitude Earthquake in Kyushu, Japan Triggers Tsunami Warning https://www.nashnova.com/feed/special/byd-to-unveil-in-august-xpeng-iron-enters-trial-production-automakers-accelerate-7726 nashnova en 2026-07-28T07:52:41.303Z BYD to Unveil in August, XPeng IRON Enters Trial Production — Automakers Accelerate Humanoid Robot Push https://www.nashnova.com/feed/special/ai-chip-trade-unwinds-as-india-it-sector-posts-record-monthly-outperformance-7725 nashnova en 2026-07-28T07:51:02.725Z AI Chip Trade Unwinds as India IT Sector Posts Record Monthly Outperformance https://www.nashnova.com/feed/special/germany-secretly-maps-chinas-supply-chain-vulnerabilities-7724 nashnova en 2026-07-28T07:45:56.178Z Germany Secretly Maps China's Supply Chain Vulnerabilities https://www.nashnova.com/feed/special/ai-spending-surges-as-big-tech-cds-spreads-hit-record-highs-7723 nashnova en 2026-07-28T07:32:24.854Z AI Spending Surges as Big Tech CDS Spreads Hit Record Highs https://www.nashnova.com/feed/special/chinas-bank-deposits-hit-record-highs-as-credit-growth-slows-7722 nashnova en 2026-07-28T07:30:49.846Z China's Bank Deposits Hit Record Highs as Credit Growth Slows https://www.nashnova.com/feed/special/nvidia-confirms-lease-of-1gw-texas-data-center-30-year-deal-valued-at-50-billion-7721 nashnova en 2026-07-28T07:11:17.587Z Nvidia Confirms Lease of 1GW Texas Data Center, 30-Year Deal Valued at $50 Billion https://www.nashnova.com/feed/special/boj-july-meeting-expected-to-hold-rates-steady-at-1-percent-7720 nashnova en 2026-07-28T06:56:02.683Z BOJ July Meeting Expected to Hold Rates Steady at 1% https://www.nashnova.com/feed/special/barclays-q2-profit-rises-31-percent-announces-interim-dividend-and-1-billion-7719 nashnova en 2026-07-28T06:42:58.031Z Barclays Q2 Profit Rises 31%, Announces Interim Dividend and £1 Billion Buyback https://www.nashnova.com/feed/special/barclays-h1-pre-tax-profit-rises-17-percent-driven-by-equity-trading-that-beats-7718 nashnova en 2026-07-28T06:41:46.300Z Barclays H1 Pre-Tax Profit Rises 17%, Driven by Equity Trading That Beats Expectations https://www.nashnova.com/feed/special/qualcomm-chip-price-hikes-put-cost-pressure-on-chinese-android-makers-7716 nashnova en 2026-07-28T06:11:10.848Z Qualcomm Chip Price Hikes Put Cost Pressure on Chinese Android Makers https://www.nashnova.com/feed/special/taiwan-5-year-government-bond-yield-rises-to-highest-since-2008-7715 nashnova en 2026-07-28T05:55:47.477Z Taiwan 5-Year Government Bond Yield Rises to Highest Since 2008 https://www.nashnova.com/feed/special/mercedes-benz-cuts-full-year-revenue-guidance-as-china-sales-plunge-30-percent-7714 nashnova en 2026-07-28T05:25:57.566Z Mercedes-Benz Cuts Full-Year Revenue Guidance as China Sales Plunge 30% in Q2 https://www.nashnova.com/feed/special/after-googles-1-billion-fine-wave-of-claims-from-european-competitors-emerges-7713 nashnova en 2026-07-28T05:15:54.545Z After Google's $1 Billion Fine, Wave of Claims from European Competitors Emerges 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https://www.nashnova.com/zh/feed/special/openai-models-unexpected-breach-of-hugging-face-sounds-ai-cybersecurity-alarm-7805 nashnova zh-cn 2026-07-28T18:14:01.266Z OpenAI模型意外入侵Hugging Face敲响AI网络安全警钟 https://www.nashnova.com/zh/feed/special/btig-adding-to-semiconductor-shorts-carries-elevated-risk-at-this-point-7804 nashnova zh-cn 2026-07-28T18:12:42.965Z BTIG：半导体空头此时加仓风险偏高 https://www.nashnova.com/zh/feed/special/saudi-prince-alwaleed-invests-130-million-in-lucid-motors-7803 nashnova zh-cn 2026-07-28T17:42:41.850Z 沙特王子阿瓦利德斥资1.3亿美元入股Lucid Motors https://www.nashnova.com/zh/feed/special/berkshire-rises-over-2-percent-as-apple-and-coca-cola-hit-record-highs-boosting-7802 nashnova zh-cn 2026-07-28T17:15:07.069Z 伯克希尔涨逾2%，苹果可口可乐创新高提振持仓 https://www.nashnova.com/zh/feed/special/codelco-rules-out-reaching-2026-production-target-7801 nashnova zh-cn 2026-07-28T17:13:47.923Z 智利国家铜业排除2026年产量目标达成可能 https://www.nashnova.com/zh/feed/special/anthropic-ai-model-cracks-weakened-aes-encryption-algorithm-7800 nashnova zh-cn 2026-07-28T17:12:43.647Z Anthropic AI模型破解弱化版AES加密算法 https://www.nashnova.com/zh/feed/special/jensen-huang-visits-washington-to-meet-lutnick-as-nvidia-chip-exports-face-7799 nashnova zh-cn 2026-07-28T16:53:35.237Z 黄仁勋赴华盛顿会见卢特尼克 英伟达芯片出口受审 https://www.nashnova.com/zh/feed/special/driven-by-ai-orders-asm-international-raises-2027-revenue-outlook-7798 nashnova zh-cn 2026-07-28T16:52:34.082Z AI订单驱动，ASM International上调2027年营收展望 https://www.nashnova.com/zh/feed/special/fubon-rubin-delay-doesnt-alter-ai-demand-cowos-hbm-tpu-on-three-fronts-reshaping-7797 nashnova zh-cn 2026-07-28T16:13:31.557Z 富邦：Rubin推迟不改AI需求，CoWoS/HBM/TPU三线重塑半导体格局 https://www.nashnova.com/zh/feed/special/goldman-sachs-ctas-to-net-sell-across-the-board-next-week-downside-could-trigger-7796 nashnova zh-cn 2026-07-28T16:11:52.339Z 高盛：CTA下周全面净卖，下行或触1850亿抛压 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https://www.nashnova.com/zh/feed/special/mediator-says-u-s-iran-nearing-breakthrough-oil-prices-drop-over-4-percent-7790 nashnova zh-cn 2026-07-28T15:57:21.623Z 调解方称美伊接近突破，油价跌逾4% https://www.nashnova.com/zh/feed/special/largest-u-s-power-grid-operator-plans-temporary-blackouts-for-large-data-centers-7789 nashnova zh-cn 2026-07-28T15:52:42.593Z 美国最大电网拟对大型数据中心临时断电 https://www.nashnova.com/zh/feed/special/claude-code-enterprise-usage-continues-to-surge-as-competitors-accelerate-catch-7788 nashnova zh-cn 2026-07-28T15:08:45.883Z Claude Code企业用量持续增长，竞争对手加速追赶 https://www.nashnova.com/zh/feed/special/qualcomm-q2-earnings-due-after-market-close-today-ai-transformation-and-7787 nashnova zh-cn 2026-07-28T15:07:26.045Z 高通Q2财报今日盘后公布，AI转型与手机需求成焦点 https://www.nashnova.com/zh/feed/special/wto-rules-turkeys-restrictions-on-chinese-evs-violate-trade-rules-7786 nashnova zh-cn 2026-07-28T14:52:29.601Z WTO裁定土耳其限制中国电动汽车措施违规 https://www.nashnova.com/zh/feed/special/morgan-stanley-launches-ethereum-and-solana-etf-products-7785 nashnova zh-cn 2026-07-28T14:38:30.917Z 摩根士丹利推出以太坊和Solana ETF产品 https://www.nashnova.com/zh/feed/special/meta-q2-earnings-due-after-market-close-today-ai-monetization-in-focus-7784 nashnova zh-cn 2026-07-28T14:37:28.530Z Meta Q2财报今日盘后公布，AI货币化成焦点 https://www.nashnova.com/zh/feed/special/u-s-july-consumer-confidence-index-falls-to-90-8-present-situation-index-hits-7783 nashnova zh-cn 2026-07-28T14:32:46.856Z 美国7月消费者信心指数降至90.8，现状指数创逾四年新低 https://www.nashnova.com/zh/feed/special/ai-boom-drives-hedge-fund-first-half-returns-to-multi-year-highs-7782 nashnova zh-cn 2026-07-28T14:12:39.570Z AI热潮推动对冲基金上半年回报创近年新高 https://www.nashnova.com/zh/feed/special/tsmc-q2-revenue-up-33-7-percent-full-year-capex-raised-to-64-billion-7781 nashnova zh-cn 2026-07-28T14:07:32.440Z 台积电Q2营收增33.7%，上调全年资本支出至640亿美元 https://www.nashnova.com/zh/feed/special/microsoft-q4-earnings-ahead-market-focuses-on-azure-growth-and-capital-7780 nashnova zh-cn 2026-07-28T14:02:25.218Z 微软Q4财报将出，市场聚焦Azure增速与资本支出 https://www.nashnova.com/zh/feed/special/nasdaq-100-index-approaches-technical-correction-territory-7779 nashnova zh-cn 2026-07-28T13:57:53.067Z 纳斯达克100指数逼近技术性回调 https://www.nashnova.com/zh/feed/special/multiple-us-stock-warning-indicators-approaching-crisis-levels-7778 nashnova zh-cn 2026-07-28T13:39:16.926Z 美股多项预警指标逼近危机水平 https://www.nashnova.com/zh/feed/special/tesla-signs-deal-to-purchase-90-percent-of-power-from-arizona-solar-plus-storage-7777 nashnova zh-cn 2026-07-28T13:37:56.461Z 特斯拉签约购买亚利桑那光储项目九成电力 https://www.nashnova.com/zh/feed/special/eu-plans-to-sanction-over-1-600-russia-linked-entities-setting-single-batch-7776 nashnova zh-cn 2026-07-28T13:31:05.974Z 欧盟拟制裁逾1600家涉俄企业，创单批最高纪录 https://www.nashnova.com/zh/feed/special/apple-accelerates-smart-home-push-with-three-new-products-centered-on-siri-ai-7775 nashnova zh-cn 2026-07-28T13:26:11.121Z 苹果加速布局智能家居，三款新品将以Siri AI为核心 https://www.nashnova.com/zh/feed/special/moonshot-ai-seeks-to-purchase-more-nvidia-blackwell-chips-to-train-next-gen-7774 nashnova zh-cn 2026-07-28T13:11:42.714Z 月之暗面寻购更多英伟达Blackwell芯片训练下代模型 https://www.nashnova.com/zh/feed/special/u-s-may-home-price-indices-both-beat-expectations-7773 nashnova zh-cn 2026-07-28T13:10:27.234Z 美国5月房价指数双双超预期 https://www.nashnova.com/zh/feed/special/visa-cuts-7-percent-of-workforce-eliminating-about-2-600-jobs-7772 nashnova zh-cn 2026-07-28T12:50:49.267Z Visa裁员7%，削减约2600个岗位 https://www.nashnova.com/zh/feed/special/wall-street-ratings-roundup-tuesday-tesla-target-price-cut-apple-maintained-at-7771 nashnova zh-cn 2026-07-28T12:46:36.491Z 华尔街周二评级汇总：特斯拉目标价下调，苹果维持低配 https://www.nashnova.com/zh/feed/special/reuters-poll-global-inflation-expectations-revised-up-growth-forecasts-cut-7770 nashnova zh-cn 2026-07-28T12:41:51.217Z 路透调查：全球通胀预期上调，增长预测下修 https://www.nashnova.com/zh/feed/special/u-s-june-goods-trade-deficit-at-101-5-billion-narrowing-less-than-expected-7769 nashnova zh-cn 2026-07-28T12:40:32.032Z 美国6月商品贸易逆差1015亿美元，收窄幅度不及预期 https://www.nashnova.com/zh/feed/special/wall-street-giants-seen-as-hidden-beneficiaries-of-ai-boom-7768 nashnova zh-cn 2026-07-28T12:36:15.758Z 华尔街大行被视为AI交易隐性受益者 https://www.nashnova.com/zh/feed/special/apple-partners-with-klarna-to-launch-iphone-monthly-rental-plan-starting-at-17-7767 nashnova zh-cn 2026-07-28T12:31:00.270Z 苹果联手Klarna推iPhone月租计划，最低$17.99 https://www.nashnova.com/zh/feed/special/morgan-stanley-generative-ai-inference-stage-roic-could-reach-25-percent-50-7766 nashnova zh-cn 2026-07-28T12:21:06.145Z 大摩：生成式AI推理阶段ROIC可达25%-50% https://www.nashnova.com/zh/feed/special/opec-plans-to-pause-output-increases-after-september-impact-of-iran-war-yet-to-7765 nashnova zh-cn 2026-07-28T12:15:44.024Z OPEC+拟9月后暂停增产，伊朗战争影响待评估 https://www.nashnova.com/zh/feed/special/boeing-posts-q2-net-loss-of-428m-revenue-of-24-4b-beats-expectations-7764 nashnova zh-cn 2026-07-28T11:40:45.652Z 波音Q2净亏损4.28亿美元，营收244亿美元超预期 https://www.nashnova.com/zh/feed/special/amd-secures-over-500mw-of-computing-capacity-with-core-scientific-agreement-7763 nashnova zh-cn 2026-07-28T11:35:41.003Z AMD锁定Core Scientific逾500MW算力，协议最高可达2.5GW https://www.nashnova.com/zh/feed/special/corning-q2-earnings-beat-expectations-but-in-line-guidance-triggers-10-percent-7762 nashnova zh-cn 2026-07-28T11:23:19.212Z 康宁Q2业绩超预期，指引符合预期致股价跌逾10% https://www.nashnova.com/zh/feed/special/china-dominates-electrification-metals-supply-shocks-could-drive-global-7761 nashnova zh-cn 2026-07-28T11:22:19.736Z 中国掌控电气化金属，供应冲击或推高全球通胀 https://www.nashnova.com/zh/feed/special/record-number-of-leveraged-etf-closures-73-already-shut-down-in-2026-7760 nashnova zh-cn 2026-07-28T11:21:02.105Z 杠杆ETF关闭数创纪录，2026年已达73只 https://www.nashnova.com/zh/feed/special/paypal-q2-results-beat-expectations-raises-full-year-earnings-guidance-7759 nashnova zh-cn 2026-07-28T11:19:40.384Z PayPal Q2业绩超预期，上调全年盈利指引 https://www.nashnova.com/zh/feed/special/warshs-press-conference-may-be-more-noteworthy-than-the-rate-decision-itself-7758 nashnova zh-cn 2026-07-28T11:18:19.622Z 沃什新闻发布会或比利率决议更具看点 https://www.nashnova.com/zh/feed/special/bis-ai-boom-blurs-economic-signals-rising-risk-of-monetary-policy-misjudgment-7757 nashnova zh-cn 2026-07-28T11:16:58.542Z 国际清算银行：AI繁荣模糊经济信号，货币政策误判风险上升 https://www.nashnova.com/zh/feed/special/nvidias-forward-p-e-drops-to-11-year-low-7756 nashnova zh-cn 2026-07-28T11:15:37.825Z 英伟达远期市盈率跌至11年最低 https://www.nashnova.com/zh/feed/special/hsbc-strategists-earnings-and-valuations-underpin-risk-asset-resilience-7755 nashnova zh-cn 2026-07-28T11:01:04.039Z 汇丰策略师：盈利与估值支撑风险资产韧性 https://www.nashnova.com/zh/feed/special/fundstrat-semiconductor-sell-off-has-precedent-recommends-holding-through-the-7754 nashnova zh-cn 2026-07-28T10:58:02.192Z Fundstrat：半导体抛售有先例，建议持仓等待 https://www.nashnova.com/zh/feed/special/gulf-states-back-omans-proposal-iran-could-collect-voluntary-transit-fees-7753 nashnova zh-cn 2026-07-28T10:56:42.921Z 海湾国家支持阿曼方案：伊朗可收自愿通行费 https://www.nashnova.com/zh/feed/special/stock-connect-southbound-averaged-hk-123-1-billion-in-daily-turnover-in-h1-up-11-7752 nashnova zh-cn 2026-07-28T10:55:36.271Z 港股通上半年日均成交1231亿港元，同比增11% https://www.nashnova.com/zh/feed/special/amazon-shuts-down-most-nova-flagship-models-bets-on-new-frontier-models-7751 nashnova zh-cn 2026-07-28T10:53:01.345Z 亚马逊关闭多数Nova旗舰模型，押注新前沿模型 https://www.nashnova.com/zh/feed/special/fitch-warns-ai-market-correction-now-a-major-global-credit-risk-7750 nashnova zh-cn 2026-07-28T10:51:39.677Z 惠誉警告：AI市场回调已成全球重大信用风险 https://www.nashnova.com/zh/feed/special/all-sox-index-components-fall-below-50-day-moving-average-7749 nashnova zh-cn 2026-07-28T10:45:38.698Z SOX指数全部成分股跌破50日均线 https://www.nashnova.com/zh/feed/special/houthi-red-sea-blockade-accelerates-saudi-oil-rerouting-via-egypt-7748 nashnova zh-cn 2026-07-28T10:21:40.181Z 胡塞武装封锁红海，沙特原油加速绕道埃及出口 https://www.nashnova.com/zh/feed/special/bundesbank-q2-economy-posts-modest-growth-war-related-drag-partially-offset-7747 nashnova zh-cn 2026-07-28T10:10:39.160Z 德国央行：Q2经济小幅增长，战争拖累部分被抵消 https://www.nashnova.com/zh/feed/special/southbound-net-sold-hk-2-495b-dumping-chip-stocks-while-adding-xiaomi-and-zhipu-7746 nashnova zh-cn 2026-07-28T10:06:19.087Z 北水净卖出24.95亿，抛售芯片股加仓小米智谱 https://www.nashnova.com/zh/feed/special/china-merchants-banks-new-president-wang-xiaoqing-receives-regulatory-approval-7745 nashnova zh-cn 2026-07-28T10:02:34.400Z 招商银行行长王小青任职资格获批 https://www.nashnova.com/zh/feed/special/satellite-imagery-confirms-iranian-missiles-hit-amazons-bahrain-data-center-7744 nashnova zh-cn 2026-07-28T10:01:09.628Z 卫星图像证实伊朗导弹击中亚马逊巴林数据中心 https://www.nashnova.com/zh/feed/special/mas-warns-ai-investment-pullback-could-severely-hit-global-growth-7743 nashnova zh-cn 2026-07-28T10:00:05.615Z 新加坡金管局：AI投资回调将重创全球增长 https://www.nashnova.com/zh/feed/special/chinas-commerce-ministry-issues-lengthy-rebuttal-against-overcapacity-7742 nashnova zh-cn 2026-07-28T09:57:57.162Z 中国商务部发万字文件反驳产能过剩指控 https://www.nashnova.com/zh/feed/special/china-mass-produces-duv-lithography-machines-analysts-say-asmls-position-hard-to-7741 nashnova zh-cn 2026-07-28T09:56:46.426Z 中国量产DUV光刻机，分析师：短期难撼ASML地位 https://www.nashnova.com/zh/feed/special/meta-partners-with-blackrock-to-develop-14-billion-data-center-in-texas-7740 nashnova zh-cn 2026-07-28T09:55:41.056Z Meta与贝莱德合作开发140亿美元德州数据中心 https://www.nashnova.com/zh/feed/special/gam-semiconductor-selloff-not-yet-a-buying-opportunity-7739 nashnova zh-cn 2026-07-28T09:45:42.843Z GAM：半导体抛售尚未到抄底时机 https://www.nashnova.com/zh/feed/special/trump-plans-tariffs-on-generic-drugs-creating-dilemma-for-price-cut-promises-7738 nashnova zh-cn 2026-07-28T09:40:50.191Z 特朗普拟对仿制药加征关税，降价承诺面临两难 https://www.nashnova.com/zh/feed/special/morgan-stanley-next-phase-of-stock-rotation-ai-adopters-to-take-the-lead-7737 nashnova zh-cn 2026-07-28T09:27:00.072Z 大摩：股市轮动下一阶段，AI采用者将接棒 https://www.nashnova.com/zh/feed/special/economists-u-s-fiscal-spiral-will-ultimately-trigger-major-inflation-7736 nashnova zh-cn 2026-07-28T09:25:37.033Z 经济学家：美国财政失控终将引发大通胀 https://www.nashnova.com/zh/feed/special/middle-east-tensions-flatten-european-rate-curve-as-traders-bet-on-ceasefire-as-7735 nashnova zh-cn 2026-07-28T09:07:38.066Z 中东局势压平欧洲利率曲线，交易员押注停火为拐点 https://www.nashnova.com/zh/feed/special/hkma-exchange-fund-records-hk-134-7-billion-investment-income-in-h1-7734 nashnova zh-cn 2026-07-28T09:06:06.049Z 香港金管局：外汇基金上半年投资收入1347亿港元 https://www.nashnova.com/zh/feed/special/intel-emib-t-vs-tsmc-copos-yield-is-the-real-threshold-for-cost-advantage-7733 nashnova zh-cn 2026-07-28T08:43:05.303Z 英特尔EMIB-T对阵台积电CoPoS，良率是成本优势的真正门槛 https://www.nashnova.com/zh/feed/special/xiaohongshu-hong-kong-ipo-hit-by-former-employee-complaints-as-vie-structure-7732 nashnova zh-cn 2026-07-28T08:41:27.610Z 小红书港股IPO遭前员工投诉，VIE架构模糊性受审视 https://www.nashnova.com/zh/feed/special/goldman-sachs-ai-risks-fall-into-two-categories-only-aggregate-shocks-hurt-the-7731 nashnova zh-cn 2026-07-28T08:36:20.236Z 高盛：AI风险分两类，总量冲击才伤大盘 https://www.nashnova.com/zh/feed/special/nvidia-bets-5-billion-on-ssi-computing-power-to-scale-10x-in-one-year-7730 nashnova zh-cn 2026-07-28T08:31:13.121Z 英伟达押注SSI约50亿美元，算力规模一年提升10倍 https://www.nashnova.com/zh/feed/special/high-tech-manufacturing-provinces-take-the-lead-as-chinas-regional-growth-7729 nashnova zh-cn 2026-07-28T08:26:02.281Z 高科技制造省份领跑，中国区域增长加速分化 https://www.nashnova.com/zh/feed/special/triple-pressure-looms-earnings-inflation-and-the-fed-decision-7728 nashnova zh-cn 2026-07-28T08:17:07.572Z 财报、通胀、美联储决议三重压力袭来 https://www.nashnova.com/zh/feed/special/7-1-magnitude-earthquake-in-kyushu-japan-triggers-tsunami-warning-7727 nashnova zh-cn 2026-07-28T08:15:30.467Z 日本九州7.1级地震触发海啸预警 https://www.nashnova.com/zh/feed/special/byd-to-unveil-in-august-xpeng-iron-enters-trial-production-automakers-accelerate-7726 nashnova zh-cn 2026-07-28T07:52:41.303Z 比亚迪8月发布、小鹏IRON试产，车企造人提速 https://www.nashnova.com/zh/feed/special/ai-chip-trade-unwinds-as-india-it-sector-posts-record-monthly-outperformance-7725 nashnova zh-cn 2026-07-28T07:51:02.725Z AI芯片退潮，印度IT板块单月超额收益创史上最大 https://www.nashnova.com/zh/feed/special/germany-secretly-maps-chinas-supply-chain-vulnerabilities-7724 nashnova zh-cn 2026-07-28T07:45:56.178Z 德国秘密绘制中国供应链弱点图谱 https://www.nashnova.com/zh/feed/special/ai-spending-surges-as-big-tech-cds-spreads-hit-record-highs-7723 nashnova zh-cn 2026-07-28T07:32:24.854Z AI支出激增，大型科技公司CDS创历史新高 https://www.nashnova.com/zh/feed/special/chinas-bank-deposits-hit-record-highs-as-credit-growth-slows-7722 nashnova zh-cn 2026-07-28T07:30:49.846Z 中国银行存款创历史新高，信贷增速放缓 https://www.nashnova.com/zh/feed/special/nvidia-confirms-lease-of-1gw-texas-data-center-30-year-deal-valued-at-50-billion-7721 nashnova zh-cn 2026-07-28T07:11:17.587Z 英伟达确认租下德州1GW数据中心，30年总价值达500亿美元 https://www.nashnova.com/zh/feed/special/boj-july-meeting-expected-to-hold-rates-steady-at-1-percent-7720 nashnova zh-cn 2026-07-28T06:56:02.683Z 日本央行7月议息预计维持利率1%不变 https://www.nashnova.com/zh/feed/special/barclays-q2-profit-rises-31-percent-announces-interim-dividend-and-1-billion-7719 nashnova zh-cn 2026-07-28T06:42:58.031Z 巴克莱Q2利润升31%，宣布中期股息及10亿英镑回购 https://www.nashnova.com/zh/feed/special/barclays-h1-pre-tax-profit-rises-17-percent-driven-by-equity-trading-that-beats-7718 nashnova zh-cn 2026-07-28T06:41:46.300Z 巴克莱上半年税前利润升17%，股票交易驱动超预期 https://www.nashnova.com/zh/feed/special/qualcomm-chip-price-hikes-put-cost-pressure-on-chinese-android-makers-7716 nashnova zh-cn 2026-07-28T06:11:10.848Z 高通芯片涨价，中国安卓厂商成本承压 https://www.nashnova.com/zh/feed/special/taiwan-5-year-government-bond-yield-rises-to-highest-since-2008-7715 nashnova zh-cn 2026-07-28T05:55:47.477Z 台湾五年期国债收益率升至2008年来最高 https://www.nashnova.com/zh/feed/special/mercedes-benz-cuts-full-year-revenue-guidance-as-china-sales-plunge-30-percent-7714 nashnova zh-cn 2026-07-28T05:25:57.566Z 奔驰下调全年营收指引，中国销量二季度骤降30% https://www.nashnova.com/zh/feed/special/after-googles-1-billion-fine-wave-of-claims-from-european-competitors-emerges-7713 nashnova zh-cn 2026-07-28T05:15:54.545Z 谷歌遭10亿美元罚款后，欧洲竞争对手索赔潮涌现 https://www.nashnova.com/zh/feed/special/auto-chip-demand-beats-expectations-in-2q26-clear-ev-architecture-drives-7712 nashnova zh-cn 2026-07-28T05:11:55.749Z 汽车芯片需求2Q26超预期，EV架构明朗驱动补库 https://www.nashnova.com/zh/feed/special/sk-hynix-to-mass-produce-lpddr6-in-h2-xiaomi-to-be-first-adopter-7711 nashnova zh-cn 2026-07-28T05:10:44.535Z SK海力士LPDDR6下半年量产，小米首发 https://www.nashnova.com/zh/feed/special/7710 nashnova zh-cn 2026-07-28T05:05:32.301Z 英伟达台北员工因芯片走私被捕 https://www.nashnova.com/zh/feed/special/ai-42-7709 nashnova zh-cn 2026-07-28T05:00:48.485Z AI需求驱动香港出口创42年最强增速 https://www.nashnova.com/zh/feed/special/7708 nashnova zh-cn 2026-07-28T04:45:27.114Z 能源价格若持续高企，英格兰银行或于今年加息 https://www.nashnova.com/zh-hant/feed/special/u-s-plans-to-ban-imports-of-chinese-robots-and-inverters-7808 nashnova zh-tw 2026-07-28T18:37:26.012Z 美國擬禁止進口中國機器人及逆變器 https://www.nashnova.com/zh-hant/feed/special/novo-nordisk-faces-shareholder-fraud-lawsuit-over-cagrisema-trial-7807 nashnova zh-tw 2026-07-28T18:23:16.172Z 諾和諾德CagriSema試驗遭股東欺詐訴訟 https://www.nashnova.com/zh-hant/feed/special/koch-industries-explores-sale-of-data-center-firm-edged-at-15-billion-valuation-7806 nashnova zh-tw 2026-07-28T18:22:25.220Z 科氏集團探索出售數據中心企業Edged，估值約150億美元 https://www.nashnova.com/zh-hant/feed/special/openai-models-unexpected-breach-of-hugging-face-sounds-ai-cybersecurity-alarm-7805 nashnova zh-tw 2026-07-28T18:14:01.266Z OpenAI模型意外入侵Hugging Face敲響AI網路安全警鐘 https://www.nashnova.com/zh-hant/feed/special/btig-adding-to-semiconductor-shorts-carries-elevated-risk-at-this-point-7804 nashnova zh-tw 2026-07-28T18:12:42.965Z BTIG：半導體空頭此時加碼風險偏高 https://www.nashnova.com/zh-hant/feed/special/saudi-prince-alwaleed-invests-130-million-in-lucid-motors-7803 nashnova zh-tw 2026-07-28T17:42:41.850Z 沙烏地王子阿瓦利德斥資1.3億美元入股Lucid Motors https://www.nashnova.com/zh-hant/feed/special/berkshire-rises-over-2-percent-as-apple-and-coca-cola-hit-record-highs-boosting-7802 nashnova zh-tw 2026-07-28T17:15:07.069Z 伯克希爾漲逾2%，蘋果可口可樂創新高提振持倉 https://www.nashnova.com/zh-hant/feed/special/codelco-rules-out-reaching-2026-production-target-7801 nashnova zh-tw 2026-07-28T17:13:47.923Z 智利國家銅業排除2026年產量目標達成可能 https://www.nashnova.com/zh-hant/feed/special/anthropic-ai-model-cracks-weakened-aes-encryption-algorithm-7800 nashnova zh-tw 2026-07-28T17:12:43.647Z Anthropic AI模型破解弱化版AES加密演算法 https://www.nashnova.com/zh-hant/feed/special/jensen-huang-visits-washington-to-meet-lutnick-as-nvidia-chip-exports-face-7799 nashnova zh-tw 2026-07-28T16:53:35.237Z 黃仁勳赴華盛頓會見盧特尼克 輝達晶片出口受審 https://www.nashnova.com/zh-hant/feed/special/driven-by-ai-orders-asm-international-raises-2027-revenue-outlook-7798 nashnova zh-tw 2026-07-28T16:52:34.082Z AI訂單驅動，ASM International上調2027年營收展望 https://www.nashnova.com/zh-hant/feed/special/fubon-rubin-delay-doesnt-alter-ai-demand-cowos-hbm-tpu-on-three-fronts-reshaping-7797 nashnova zh-tw 2026-07-28T16:13:31.557Z 富邦：Rubin推遲不改AI需求，CoWoS/HBM/TPU三線重塑半導體格局 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-ctas-to-net-sell-across-the-board-next-week-downside-could-trigger-7796 nashnova zh-tw 2026-07-28T16:11:52.339Z 高盛：CTA下週全面淨賣，下行或觸1850億拋壓 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https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-launches-ethereum-and-solana-etf-products-7785 nashnova zh-tw 2026-07-28T14:38:30.917Z 摩根士丹利推出以太坊和Solana ETF產品 https://www.nashnova.com/zh-hant/feed/special/meta-q2-earnings-due-after-market-close-today-ai-monetization-in-focus-7784 nashnova zh-tw 2026-07-28T14:37:28.530Z Meta Q2財報今日盤後公佈，AI貨幣化成焦點 https://www.nashnova.com/zh-hant/feed/special/u-s-july-consumer-confidence-index-falls-to-90-8-present-situation-index-hits-7783 nashnova zh-tw 2026-07-28T14:32:46.856Z 美國7月消費者信心指數降至90.8，現況指數創逾四年新低 https://www.nashnova.com/zh-hant/feed/special/ai-boom-drives-hedge-fund-first-half-returns-to-multi-year-highs-7782 nashnova zh-tw 2026-07-28T14:12:39.570Z AI熱潮推動對沖基金上半年回報創近年新高 https://www.nashnova.com/zh-hant/feed/special/tsmc-q2-revenue-up-33-7-percent-full-year-capex-raised-to-64-billion-7781 nashnova zh-tw 2026-07-28T14:07:32.440Z 台積電Q2營收增33.7%，上調全年資本支出至640億美元 https://www.nashnova.com/zh-hant/feed/special/microsoft-q4-earnings-ahead-market-focuses-on-azure-growth-and-capital-7780 nashnova zh-tw 2026-07-28T14:02:25.218Z 微軟Q4財報將出，市場聚焦Azure增速與資本支出 https://www.nashnova.com/zh-hant/feed/special/nasdaq-100-index-approaches-technical-correction-territory-7779 nashnova zh-tw 2026-07-28T13:57:53.067Z 納斯達克100指數逼近技術性回調 https://www.nashnova.com/zh-hant/feed/special/multiple-us-stock-warning-indicators-approaching-crisis-levels-7778 nashnova zh-tw 2026-07-28T13:39:16.926Z 美股多項預警指標逼近危機水平 https://www.nashnova.com/zh-hant/feed/special/tesla-signs-deal-to-purchase-90-percent-of-power-from-arizona-solar-plus-storage-7777 nashnova zh-tw 2026-07-28T13:37:56.461Z 特斯拉簽約購買亞利桑那光儲項目九成電力 https://www.nashnova.com/zh-hant/feed/special/eu-plans-to-sanction-over-1-600-russia-linked-entities-setting-single-batch-7776 nashnova zh-tw 2026-07-28T13:31:05.974Z 歐盟擬制裁逾1600家涉俄企業，創單批最高紀錄 https://www.nashnova.com/zh-hant/feed/special/apple-accelerates-smart-home-push-with-three-new-products-centered-on-siri-ai-7775 nashnova zh-tw 2026-07-28T13:26:11.121Z 蘋果加速佈局智慧家居，三款新品將以Siri AI為核心 https://www.nashnova.com/zh-hant/feed/special/moonshot-ai-seeks-to-purchase-more-nvidia-blackwell-chips-to-train-next-gen-7774 nashnova zh-tw 2026-07-28T13:11:42.714Z 月之暗面尋購更多輝達Blackwell晶片訓練下代模型 https://www.nashnova.com/zh-hant/feed/special/u-s-may-home-price-indices-both-beat-expectations-7773 nashnova zh-tw 2026-07-28T13:10:27.234Z 美國5月房價指數雙雙超預期 https://www.nashnova.com/zh-hant/feed/special/visa-cuts-7-percent-of-workforce-eliminating-about-2-600-jobs-7772 nashnova zh-tw 2026-07-28T12:50:49.267Z Visa裁員7%，削減約2600個崗位 https://www.nashnova.com/zh-hant/feed/special/wall-street-ratings-roundup-tuesday-tesla-target-price-cut-apple-maintained-at-7771 nashnova zh-tw 2026-07-28T12:46:36.491Z 華爾街週二評級匯總：特斯拉目標價下調，蘋果維持低配 https://www.nashnova.com/zh-hant/feed/special/reuters-poll-global-inflation-expectations-revised-up-growth-forecasts-cut-7770 nashnova zh-tw 2026-07-28T12:41:51.217Z 路透調查：全球通膨預期上調，增長預測下修 https://www.nashnova.com/zh-hant/feed/special/u-s-june-goods-trade-deficit-at-101-5-billion-narrowing-less-than-expected-7769 nashnova zh-tw 2026-07-28T12:40:32.032Z 美國6月商品貿易逆差1015億美元，收窄幅度不及預期 https://www.nashnova.com/zh-hant/feed/special/wall-street-giants-seen-as-hidden-beneficiaries-of-ai-boom-7768 nashnova zh-tw 2026-07-28T12:36:15.758Z 華爾街大行被視為AI交易隱性受益者 https://www.nashnova.com/zh-hant/feed/special/apple-partners-with-klarna-to-launch-iphone-monthly-rental-plan-starting-at-17-7767 nashnova zh-tw 2026-07-28T12:31:00.270Z 蘋果聯手Klarna推iPhone月租計劃，最低$17.99 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-generative-ai-inference-stage-roic-could-reach-25-percent-50-7766 nashnova zh-tw 2026-07-28T12:21:06.145Z 大摩：生成式AI推理階段ROIC可達25%-50% https://www.nashnova.com/zh-hant/feed/special/opec-plans-to-pause-output-increases-after-september-impact-of-iran-war-yet-to-7765 nashnova zh-tw 2026-07-28T12:15:44.024Z OPEC+擬9月後暫停增產，伊朗戰爭影響待評估 https://www.nashnova.com/zh-hant/feed/special/boeing-posts-q2-net-loss-of-428m-revenue-of-24-4b-beats-expectations-7764 nashnova zh-tw 2026-07-28T11:40:45.652Z 波音Q2淨虧損4.28億美元，營收244億美元超預期 https://www.nashnova.com/zh-hant/feed/special/amd-secures-over-500mw-of-computing-capacity-with-core-scientific-agreement-7763 nashnova zh-tw 2026-07-28T11:35:41.003Z AMD鎖定Core Scientific逾500MW算力，協議最高可達2.5GW https://www.nashnova.com/zh-hant/feed/special/corning-q2-earnings-beat-expectations-but-in-line-guidance-triggers-10-percent-7762 nashnova zh-tw 2026-07-28T11:23:19.212Z 康寧Q2業績超預期，指引符合預期致股價跌逾10% https://www.nashnova.com/zh-hant/feed/special/china-dominates-electrification-metals-supply-shocks-could-drive-global-7761 nashnova zh-tw 2026-07-28T11:22:19.736Z 中國掌控電氣化金屬，供應衝擊或推高全球通膨 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https://www.nashnova.com/zh-hant/feed/special/hsbc-strategists-earnings-and-valuations-underpin-risk-asset-resilience-7755 nashnova zh-tw 2026-07-28T11:01:04.039Z 匯豐策略師：盈利與估值支撐風險資產韌性 https://www.nashnova.com/zh-hant/feed/special/fundstrat-semiconductor-sell-off-has-precedent-recommends-holding-through-the-7754 nashnova zh-tw 2026-07-28T10:58:02.192Z Fundstrat：半導體拋售有先例，建議持倉等待 https://www.nashnova.com/zh-hant/feed/special/gulf-states-back-omans-proposal-iran-could-collect-voluntary-transit-fees-7753 nashnova zh-tw 2026-07-28T10:56:42.921Z 海灣國家支持阿曼方案：伊朗可收自願通行費 https://www.nashnova.com/zh-hant/feed/special/stock-connect-southbound-averaged-hk-123-1-billion-in-daily-turnover-in-h1-up-11-7752 nashnova zh-tw 2026-07-28T10:55:36.271Z 港股通上半年日均成交1231億港元，同比增11% https://www.nashnova.com/zh-hant/feed/special/amazon-shuts-down-most-nova-flagship-models-bets-on-new-frontier-models-7751 nashnova zh-tw 2026-07-28T10:53:01.345Z 亞馬遜關閉多數Nova旗艦模型，押注新前沿模型 https://www.nashnova.com/zh-hant/feed/special/fitch-warns-ai-market-correction-now-a-major-global-credit-risk-7750 nashnova zh-tw 2026-07-28T10:51:39.677Z 惠譽警告：AI市場回調已成全球重大信用風險 https://www.nashnova.com/zh-hant/feed/special/all-sox-index-components-fall-below-50-day-moving-average-7749 nashnova zh-tw 2026-07-28T10:45:38.698Z SOX指數全部成分股跌破50日均線 https://www.nashnova.com/zh-hant/feed/special/houthi-red-sea-blockade-accelerates-saudi-oil-rerouting-via-egypt-7748 nashnova zh-tw 2026-07-28T10:21:40.181Z 胡塞武裝封鎖紅海，沙特原油加速繞道埃及出口 https://www.nashnova.com/zh-hant/feed/special/bundesbank-q2-economy-posts-modest-growth-war-related-drag-partially-offset-7747 nashnova zh-tw 2026-07-28T10:10:39.160Z 德國央行：Q2經濟小幅增長，戰爭拖累部分被抵消 https://www.nashnova.com/zh-hant/feed/special/southbound-net-sold-hk-2-495b-dumping-chip-stocks-while-adding-xiaomi-and-zhipu-7746 nashnova zh-tw 2026-07-28T10:06:19.087Z 北水淨賣出24.95億，拋售晶片股加倉小米智譜 https://www.nashnova.com/zh-hant/feed/special/china-merchants-banks-new-president-wang-xiaoqing-receives-regulatory-approval-7745 nashnova zh-tw 2026-07-28T10:02:34.400Z 招商銀行行長王小青任職資格獲批 https://www.nashnova.com/zh-hant/feed/special/satellite-imagery-confirms-iranian-missiles-hit-amazons-bahrain-data-center-7744 nashnova zh-tw 2026-07-28T10:01:09.628Z 衛星圖像證實伊朗導彈擊中亞馬遜巴林數據中心 https://www.nashnova.com/zh-hant/feed/special/mas-warns-ai-investment-pullback-could-severely-hit-global-growth-7743 nashnova zh-tw 2026-07-28T10:00:05.615Z 新加坡金管局：AI投資回調將重創全球增長 https://www.nashnova.com/zh-hant/feed/special/chinas-commerce-ministry-issues-lengthy-rebuttal-against-overcapacity-7742 nashnova zh-tw 2026-07-28T09:57:57.162Z 中國商務部發萬字文件反駁產能過剩指控 https://www.nashnova.com/zh-hant/feed/special/china-mass-produces-duv-lithography-machines-analysts-say-asmls-position-hard-to-7741 nashnova zh-tw 2026-07-28T09:56:46.426Z 中國量產DUV光刻機，分析師：短期難撼ASML地位 https://www.nashnova.com/zh-hant/feed/special/meta-partners-with-blackrock-to-develop-14-billion-data-center-in-texas-7740 nashnova zh-tw 2026-07-28T09:55:41.056Z Meta與貝萊德合作開發140億美元德州數據中心 https://www.nashnova.com/zh-hant/feed/special/gam-semiconductor-selloff-not-yet-a-buying-opportunity-7739 nashnova zh-tw 2026-07-28T09:45:42.843Z GAM：半導體拋售尚未到抄底時機 https://www.nashnova.com/zh-hant/feed/special/trump-plans-tariffs-on-generic-drugs-creating-dilemma-for-price-cut-promises-7738 nashnova zh-tw 2026-07-28T09:40:50.191Z 特朗普擬對仿製藥加徵關稅，降價承諾面臨兩難 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-next-phase-of-stock-rotation-ai-adopters-to-take-the-lead-7737 nashnova zh-tw 2026-07-28T09:27:00.072Z 大摩：股市輪動下一階段，AI採用者將接棒 https://www.nashnova.com/zh-hant/feed/special/economists-u-s-fiscal-spiral-will-ultimately-trigger-major-inflation-7736 nashnova zh-tw 2026-07-28T09:25:37.033Z 經濟學家：美國財政失控終將引發大通膨 https://www.nashnova.com/zh-hant/feed/special/middle-east-tensions-flatten-european-rate-curve-as-traders-bet-on-ceasefire-as-7735 nashnova zh-tw 2026-07-28T09:07:38.066Z 中東局勢壓平歐洲利率曲線，交易員押注停火為拐點 https://www.nashnova.com/zh-hant/feed/special/hkma-exchange-fund-records-hk-134-7-billion-investment-income-in-h1-7734 nashnova zh-tw 2026-07-28T09:06:06.049Z 香港金管局：外匯基金上半年投資收入1347億港元 https://www.nashnova.com/zh-hant/feed/special/intel-emib-t-vs-tsmc-copos-yield-is-the-real-threshold-for-cost-advantage-7733 nashnova zh-tw 2026-07-28T08:43:05.303Z 英特爾EMIB-T對陣台積電CoPoS，良率是成本優勢的真正門檻 https://www.nashnova.com/zh-hant/feed/special/xiaohongshu-hong-kong-ipo-hit-by-former-employee-complaints-as-vie-structure-7732 nashnova zh-tw 2026-07-28T08:41:27.610Z 小紅書港股IPO遭前員工投訴，VIE架構模糊性受審視 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-ai-risks-fall-into-two-categories-only-aggregate-shocks-hurt-the-7731 nashnova zh-tw 2026-07-28T08:36:20.236Z 高盛：AI風險分兩類，總量衝擊才傷大盤 https://www.nashnova.com/zh-hant/feed/special/nvidia-bets-5-billion-on-ssi-computing-power-to-scale-10x-in-one-year-7730 nashnova zh-tw 2026-07-28T08:31:13.121Z 輝達押注SSI約50億美元，算力規模一年提升10倍 https://www.nashnova.com/zh-hant/feed/special/high-tech-manufacturing-provinces-take-the-lead-as-chinas-regional-growth-7729 nashnova zh-tw 2026-07-28T08:26:02.281Z 高科技製造省份領跑，中國區域增長加速分化 https://www.nashnova.com/zh-hant/feed/special/triple-pressure-looms-earnings-inflation-and-the-fed-decision-7728 nashnova zh-tw 2026-07-28T08:17:07.572Z 財報、通膨、美聯儲決議三重壓力襲來 https://www.nashnova.com/zh-hant/feed/special/7-1-magnitude-earthquake-in-kyushu-japan-triggers-tsunami-warning-7727 nashnova zh-tw 2026-07-28T08:15:30.467Z 日本九州7.1級地震觸發海嘯預警 https://www.nashnova.com/zh-hant/feed/special/byd-to-unveil-in-august-xpeng-iron-enters-trial-production-automakers-accelerate-7726 nashnova zh-tw 2026-07-28T07:52:41.303Z 比亞迪8月發布、小鵬IRON試產，車企造人提速 https://www.nashnova.com/zh-hant/feed/special/ai-chip-trade-unwinds-as-india-it-sector-posts-record-monthly-outperformance-7725 nashnova zh-tw 2026-07-28T07:51:02.725Z AI晶片退潮，印度IT板塊單月超額收益創史上最大 https://www.nashnova.com/zh-hant/feed/special/germany-secretly-maps-chinas-supply-chain-vulnerabilities-7724 nashnova zh-tw 2026-07-28T07:45:56.178Z 德國秘密繪製中國供應鏈弱點圖譜 https://www.nashnova.com/zh-hant/feed/special/ai-spending-surges-as-big-tech-cds-spreads-hit-record-highs-7723 nashnova zh-tw 2026-07-28T07:32:24.854Z AI支出激增，大型科技公司CDS創歷史新高 https://www.nashnova.com/zh-hant/feed/special/chinas-bank-deposits-hit-record-highs-as-credit-growth-slows-7722 nashnova zh-tw 2026-07-28T07:30:49.846Z 中國銀行存款創歷史新高，信貸增速放緩 https://www.nashnova.com/zh-hant/feed/special/nvidia-confirms-lease-of-1gw-texas-data-center-30-year-deal-valued-at-50-billion-7721 nashnova zh-tw 2026-07-28T07:11:17.587Z 輝達確認租下德州1GW數據中心，30年總價值達500億美元 https://www.nashnova.com/zh-hant/feed/special/boj-july-meeting-expected-to-hold-rates-steady-at-1-percent-7720 nashnova zh-tw 2026-07-28T06:56:02.683Z 日本央行7月議息預計維持利率1%不變 https://www.nashnova.com/zh-hant/feed/special/barclays-q2-profit-rises-31-percent-announces-interim-dividend-and-1-billion-7719 nashnova zh-tw 2026-07-28T06:42:58.031Z 巴克萊Q2利潤升31%，宣布中期股息及10億英鎊回購 https://www.nashnova.com/zh-hant/feed/special/barclays-h1-pre-tax-profit-rises-17-percent-driven-by-equity-trading-that-beats-7718 nashnova zh-tw 2026-07-28T06:41:46.300Z 巴克萊上半年稅前利潤升17%，股票交易驅動超預期 https://www.nashnova.com/zh-hant/feed/special/qualcomm-chip-price-hikes-put-cost-pressure-on-chinese-android-makers-7716 nashnova zh-tw 2026-07-28T06:11:10.848Z 高通晶片漲價，中國安卓廠商成本承壓 https://www.nashnova.com/zh-hant/feed/special/taiwan-5-year-government-bond-yield-rises-to-highest-since-2008-7715 nashnova zh-tw 2026-07-28T05:55:47.477Z 台灣五年期國債收益率升至2008年來最高 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