https://www.nashnova.com/feed/special/morgan-stanley-upgrades-wells-fargo-to-overweight-nim-stabilization-may-drive-14268 nashnova en 2026-10-05T17:06:35.059Z Morgan Stanley Upgrades Wells Fargo to Overweight: NIM Stabilization May Drive Valuation Recovery https://www.nashnova.com/feed/special/cftc-and-sec-propose-new-cryptocurrency-regulatory-framework-14267 nashnova en 2026-10-05T16:01:25.750Z CFTC and SEC Propose New Cryptocurrency Regulatory Framework https://www.nashnova.com/feed/special/citadel-high-treasury-yields-driven-by-strong-economy-and-ai-capital-competition-14266 nashnova en 2026-10-05T15:47:58.962Z Citadel: High Treasury Yields Driven by Strong Economy and AI Capital Competition https://www.nashnova.com/feed/special/morgan-stanley-raises-lam-research-target-price-to-385-bullish-on-market-share-14264 nashnova en 2026-10-05T14:46:31.851Z Morgan Stanley Raises Lam Research Target Price to $385, Bullish on Market Share Gains in GAA Era https://www.nashnova.com/feed/special/u-s-september-ism-services-pmi-falls-to-54-9-as-price-pressures-intensify-14263 nashnova en 2026-10-05T14:16:40.806Z U.S. September ISM Services PMI Falls to 54.9 as Price Pressures Intensify https://www.nashnova.com/feed/special/morgan-stanley-ai-memory-shortage-to-persist-for-years-three-paths-forward-14262 nashnova en 2026-10-05T14:06:45.214Z Morgan Stanley: AI Memory Shortage to Persist for Years — Three Paths Forward Unlock Opportunities in Storage and Heterogeneous Computing https://www.nashnova.com/feed/special/morgan-stanley-and-bernstein-push-back-on-toshiba-expansion-fears-western-14261 nashnova en 2026-10-05T14:01:28.685Z Morgan Stanley and Bernstein Push Back on Toshiba Expansion Fears, Western Digital and Seagate Rebound Sharply https://www.nashnova.com/feed/special/morgan-stanley-u-s-data-center-power-gap-reaches-34-percent-divergent-impact-14260 nashnova en 2026-10-05T13:41:33.965Z Morgan Stanley: U.S. Data Center Power Gap Reaches 34%, Divergent Impact Across Chip Supply Chain https://www.nashnova.com/feed/special/jpmorgan-trading-desk-turns-tactically-bullish-on-u-s-equities-14259 nashnova en 2026-10-05T13:26:22.291Z JPMorgan Trading Desk Turns Tactically Bullish on U.S. Equities https://www.nashnova.com/feed/special/melius-upgrades-microsoft-to-buy-with-665-price-target-14258 nashnova en 2026-10-05T12:56:12.649Z Melius Upgrades Microsoft to Buy with $665 Price Target https://www.nashnova.com/feed/special/ai-data-center-financing-tightens-bond-discounts-become-the-norm-as-banks-grow-14257 nashnova en 2026-10-05T12:27:01.738Z AI Data Center Financing Tightens: Bond Discounts Become the Norm as Banks Grow Cautious on Lending https://www.nashnova.com/feed/special/cicc-forecasts-september-ppi-rising-to-4-5-percent-export-growth-remains-14256 nashnova en 2026-10-05T12:21:59.297Z CICC Forecasts September PPI Rising to 4.5%, Export Growth Remains Elevated https://www.nashnova.com/feed/special/bofa-ai-sector-positioning-overcrowded-room-for-alpha-narrows-14255 nashnova en 2026-10-05T12:16:45.573Z BofA: AI Sector Positioning Overcrowded, Room for Alpha Narrows https://www.nashnova.com/feed/special/options-pricing-shows-50-percent-probability-of-nvidia-reaching-6-trillion-14254 nashnova en 2026-10-05T12:11:30.852Z Options Pricing Shows ~50% Probability of NVIDIA Reaching $6 Trillion Market Cap Within the Month https://www.nashnova.com/feed/special/ai-drug-discovery-supply-chain-bottleneck-trade-takes-shape-dna-synthesis-and-14253 nashnova en 2026-10-05T11:57:18.670Z AI Drug Discovery Supply Chain "Bottleneck Trade" Takes Shape: DNA Synthesis and Protein Production First to Benefit https://www.nashnova.com/feed/special/sec-approves-3x-leveraged-bitcoin-and-ethereum-etfs-14252 nashnova en 2026-10-05T11:26:10.722Z SEC Approves 3x Leveraged Bitcoin and Ethereum ETFs https://www.nashnova.com/feed/special/u-s-stock-fear-index-breaks-above-16-as-treasury-and-european-bond-yields-rise-14251 nashnova en 2026-10-05T10:56:22.430Z U.S. Stock Fear Index Breaks Above 16 as Treasury and European Bond Yields Rise in Tandem https://www.nashnova.com/feed/special/former-ecb-executive-board-member-qt-should-be-paused-amid-bond-market-turmoil-14250 nashnova en 2026-10-05T10:31:57.756Z Former ECB Executive Board Member: QT Should Be Paused Amid Bond Market Turmoil https://www.nashnova.com/feed/special/qualcomm-and-arm-head-back-to-court-dispute-centers-on-massive-damages-14249 nashnova en 2026-10-05T10:21:21.353Z Qualcomm and Arm Head Back to Court, Dispute Centers on Massive Damages https://www.nashnova.com/feed/special/silicon-valley-investors-visit-chinese-robot-factories-to-assess-competitive-gap-14248 nashnova en 2026-10-05T10:17:43.668Z Silicon Valley Investors Visit Chinese Robot Factories to Assess Competitive Gap https://www.nashnova.com/feed/special/cerebras-rises-6-2-percent-premarket-after-altmans-endorsement-as-analysts-14247 nashnova en 2026-10-05T10:16:35.789Z Cerebras Rises 6.2% Premarket After Altman's Endorsement as Analysts Upgrade Ratings https://www.nashnova.com/feed/special/sterling-hits-nearly-three-month-high-against-euro-as-french-fiscal-concerns-14246 nashnova en 2026-10-05T09:36:32.145Z Sterling Hits Nearly Three-Month High Against Euro as French Fiscal Concerns Continue to Weigh on the Single Currency https://www.nashnova.com/feed/special/saudi-aramco-ceo-replenishing-global-crude-and-fuel-inventories-could-take-two-14245 nashnova en 2026-10-05T09:31:14.872Z Saudi Aramco CEO: Replenishing Global Crude and Fuel Inventories Could Take Two Years https://www.nashnova.com/feed/special/multiple-ccl-stocks-hit-new-highs-nan-ya-pcb-surges-nearly-9-percent-14244 nashnova en 2026-10-05T09:16:49.900Z Multiple CCL Stocks Hit New Highs, Nan Ya PCB Surges Nearly 9% https://www.nashnova.com/feed/special/after-treasury-yields-hit-5-percent-6-percent-is-the-real-warning-line-for-14243 nashnova en 2026-10-05T09:13:12.395Z After Treasury Yields Hit 5%, 6% Is the Real Warning Line for Stocks https://www.nashnova.com/feed/special/nvidias-20-billion-groq-licensing-deal-hit-with-shareholder-lawsuit-14242 nashnova en 2026-10-05T09:11:36.748Z Nvidia's $20 Billion Groq Licensing Deal Hit with Shareholder Lawsuit https://www.nashnova.com/feed/special/amd-ceo-lisa-su-visits-taiwan-to-compete-for-ai-chip-production-capacity-14241 nashnova en 2026-10-05T09:06:37.432Z AMD CEO Lisa Su Visits Taiwan to Compete for AI Chip Production Capacity https://www.nashnova.com/feed/special/24-central-bank-governors-gather-in-istanbul-to-discuss-inflation-and-global-14240 nashnova en 2026-10-05T08:51:12.747Z 24 Central Bank Governors Gather in Istanbul to Discuss Inflation and Global Economic Fragmentation https://www.nashnova.com/feed/special/hong-kong-market-close-hang-seng-up-0-28-percent-pcb-and-computing-power-chains-14239 nashnova en 2026-10-05T08:47:54.024Z Hong Kong Market Close: Hang Seng Up 0.28%, PCB and Computing Power Chains Lead Gains https://www.nashnova.com/feed/special/saudi-east-west-oil-pipeline-attacked-and-suspended-brent-crude-surges-to-102-31-14238 nashnova en 2026-10-05T08:46:09.163Z Saudi East-West Oil Pipeline Attacked and Suspended, Brent Crude Surges to $102.31 https://www.nashnova.com/feed/special/dbs-cio-nvidias-17x-p-e-shows-ai-rally-is-not-a-bubble-14237 nashnova en 2026-10-05T08:41:32.999Z DBS CIO: Nvidia's 17x P/E Shows AI Rally Is Not a Bubble https://www.nashnova.com/feed/special/ecbs-nagel-inflation-outlook-uncertain-central-banks-have-strong-case-for-14236 nashnova en 2026-10-05T08:27:44.111Z ECB's Nagel: Inflation Outlook Uncertain, Central Banks Have Strong Case for Increasing Gold Holdings https://www.nashnova.com/feed/special/us-india-trade-negotiations-hit-deadlock-as-both-sides-claim-limited-room-for-14235 nashnova en 2026-10-05T08:26:29.594Z US-India Trade Negotiations Hit Deadlock as Both Sides Claim Limited Room for Concessions https://www.nashnova.com/feed/special/why-u-s-treasuries-have-become-high-risk-assets-again-14234 nashnova en 2026-10-05T08:21:20.236Z Why U.S. Treasuries Have Become High-Risk Assets Again https://www.nashnova.com/feed/special/china-stockpiles-over-340-asml-duv-systems-as-u-s-think-tank-calls-for-complete-14233 nashnova en 2026-10-05T08:12:34.498Z China Stockpiles Over 340 ASML DUV Systems as U.S. Think Tank Calls for Complete Sales Ban https://www.nashnova.com/feed/special/ecb-chief-economist-rising-energy-prices-may-limit-the-need-for-rate-hikes-14232 nashnova en 2026-10-05T08:11:17.019Z ECB Chief Economist: Rising Energy Prices May Limit the Need for Rate Hikes https://www.nashnova.com/feed/special/foxconn-reports-september-revenue-of-nt-1-16-trillion-up-38-4-percent-yoy-14231 nashnova en 2026-10-05T07:35:57.321Z Foxconn Reports September Revenue of NT$1.16 Trillion, Up 38.4% YoY https://www.nashnova.com/feed/special/g7-reserve-releases-weigh-on-oil-prices-as-strait-of-hormuz-attack-risks-persist-14230 nashnova en 2026-10-05T07:31:52.942Z G7 Reserve Releases Weigh on Oil Prices as Strait of Hormuz Attack Risks Persist https://www.nashnova.com/feed/special/italys-largest-bank-intesa-sanpaolos-35-billion-bid-for-mps-gains-support-from-14229 nashnova en 2026-10-05T06:46:16.802Z Italy's Largest Bank Intesa Sanpaolo's €35 Billion Bid for MPS Gains Support from Largest Shareholder https://www.nashnova.com/feed/special/hong-kong-plans-preferential-tax-regime-to-attract-high-value-industries-with-14228 nashnova en 2026-10-05T06:22:31.067Z Hong Kong Plans Preferential Tax Regime to Attract High-Value Industries, With Concessionary Rate as Low as 8.25% https://www.nashnova.com/feed/special/new-world-development-terminates-11-skies-contract-airport-authority-granted-30-14227 nashnova en 2026-10-05T06:21:24.504Z New World Development Terminates 11 SKIES Contract; Airport Authority Granted 30% Equity Subscription Right https://www.nashnova.com/feed/special/qualcomm-pays-huawei-for-the-first-time-as-both-sign-multi-year-5g-ai-patent-14226 nashnova en 2026-10-05T06:11:38.560Z Qualcomm Pays Huawei for the First Time as Both Sign Multi-Year 5G/AI Patent Cross-Licensing Agreement https://www.nashnova.com/feed/special/ai-server-production-lines-move-nearshore-taiwans-direct-export-growth-to-the-u-14225 nashnova en 2026-10-05T05:18:18.658Z AI Server Production Lines Move Nearshore: Taiwan's Direct Export Growth to the U.S. Halved https://www.nashnova.com/feed/special/ai-token-price-deflation-three-way-structural-divergence-beneath-the-surface-14224 nashnova en 2026-10-05T05:16:44.367Z AI Token Price Deflation: Three-Way Structural Divergence Beneath the Surface https://www.nashnova.com/feed/special/bessent-u-s-and-china-may-establish-ai-incident-notification-mechanism-14223 nashnova en 2026-10-05T05:12:45.323Z Bessent: U.S. and China May Establish AI Incident Notification Mechanism https://www.nashnova.com/feed/special/icc-hormuz-blockade-could-cause-fertilizer-shortage-food-prices-may-surge-80-14222 nashnova en 2026-10-05T04:46:39.160Z ICC: Hormuz Blockade Could Cause Fertilizer Shortage, Food Prices May Surge 80% https://www.nashnova.com/feed/special/european-equity-financing-down-20-percent-yoy-in-q3-ipo-pipeline-thinning-14221 nashnova en 2026-10-05T04:32:55.823Z European Equity Financing Down 20% YoY in Q3, IPO Pipeline Thinning https://www.nashnova.com/feed/special/global-pension-funds-trim-u-s-stock-holdings-as-ai-concentration-risk-becomes-14220 nashnova en 2026-10-05T04:17:12.560Z Global Pension Funds Trim U.S. Stock Holdings as AI Concentration Risk Becomes Core Concern https://www.nashnova.com/feed/special/chinas-bulk-commodity-price-index-rose-4-1-percent-mom-in-september-led-by-14219 nashnova en 2026-10-05T04:11:33.517Z China's Bulk Commodity Price Index Rose 4.1% MoM in September, Led by Energy and Chemicals https://www.nashnova.com/feed/special/goldman-sachs-derivatives-strategist-s-and-p-500-has-lost-its-cross-asset-risk-14218 nashnova en 2026-10-05T03:36:55.866Z Goldman Sachs Derivatives Strategist: S&P 500 Has Lost Its Cross-Asset Risk Pricing Function https://www.nashnova.com/feed/special/quanta-halts-shipments-to-hp-for-a-week-to-force-price-hikes-leveraging-server-14217 nashnova en 2026-10-05T03:01:28.691Z Quanta Halts Shipments to HP for a Week to Force Price Hikes, Leveraging Server Business as Bargaining Chip https://www.nashnova.com/feed/special/asean-3-research-body-warns-asias-ai-sector-faces-risk-of-disorderly-correction-14216 nashnova en 2026-10-05T02:51:19.403Z ASEAN+3 Research Body Warns: Asia's AI Sector Faces Risk of Disorderly Correction https://www.nashnova.com/feed/special/u-s-iran-enters-critical-week-as-oil-holds-above-103-14215 nashnova en 2026-10-05T02:37:33.711Z U.S.-Iran Enters Critical Week as Oil Holds Above $103 https://www.nashnova.com/feed/special/goldman-sachs-upgrades-zhipu-rating-to-buy-with-target-price-of-hk-1-560-14214 nashnova en 2026-10-05T02:32:00.956Z Goldman Sachs Upgrades Zhipu Rating to Buy with Target Price of HK$1,560 https://www.nashnova.com/feed/special/ai-servers-seize-lpddr5x-supply-smartphone-and-pc-shortages-to-persist-through-14213 nashnova en 2026-10-05T02:12:43.548Z AI Servers Seize LPDDR5X Supply, Smartphone and PC Shortages to Persist Through 2027 https://www.nashnova.com/feed/special/anthropic-zhipu-glm-5-3s-cyberattack-capabilities-approach-claude-but-safety-14212 nashnova en 2026-10-05T02:11:36.392Z Anthropic: Zhipu GLM-5.3's Cyberattack Capabilities Approach Claude, but Safety Guardrails Remain Weak https://www.nashnova.com/feed/special/okx-and-ice-joint-venture-files-with-sec-for-tokenized-u-s-stock-trading-14211 nashnova en 2026-10-05T02:03:25.820Z OKX and ICE Joint Venture Files with SEC for Tokenized U.S. Stock Trading Platform https://www.nashnova.com/feed/special/boj-deputy-governor-ai-may-push-up-neutral-interest-rate-14210 nashnova en 2026-10-05T02:02:16.409Z BOJ Deputy Governor: AI May Push Up Neutral Interest Rate https://www.nashnova.com/feed/special/ai-optimism-reignites-as-nikkei-reclaims-70-000-14209 nashnova en 2026-10-05T02:01:21.571Z AI Optimism Reignites as Nikkei Reclaims 70,000 https://www.nashnova.com/feed/special/saudi-arabia-cuts-crude-oil-prices-for-asia-to-six-year-low-14208 nashnova en 2026-10-05T01:31:18.378Z Saudi Arabia Cuts Crude Oil Prices for Asia to Six-Year Low https://www.nashnova.com/feed/special/nvidia-bets-800-million-as-ai-startup-reflection-set-to-release-open-source-14207 nashnova en 2026-10-05T01:22:02.984Z Nvidia Bets $800 Million as AI Startup Reflection Set to Release Open-Source Model https://www.nashnova.com/feed/special/schneider-electric-eyes-20-billion-acquisition-of-ptc-potentially-the-largest-m-14206 nashnova en 2026-10-05T01:17:53.174Z Schneider Electric Eyes $20 Billion Acquisition of PTC, Potentially the Largest M&A Deal in History https://www.nashnova.com/feed/special/mitsubishi-corp-ceo-warns-japan-bull-market-faces-bond-competition-pressure-14205 nashnova en 2026-10-05T01:16:41.186Z Mitsubishi Corp CEO Warns Japan Bull Market Faces Bond Competition Pressure https://www.nashnova.com/feed/special/global-m-and-a-falls-below-1-trillion-in-q3-annual-record-at-risk-14204 nashnova en 2026-10-05T01:06:57.545Z Global M&A Falls Below $1 Trillion in Q3, Annual Record at Risk https://www.nashnova.com/feed/special/hedge-fund-net-leverage-drops-to-liberation-day-lows-as-market-sentiment-14203 nashnova en 2026-10-05T01:01:44.455Z Hedge Fund Net Leverage Drops to "Liberation Day" Lows as Market Sentiment Indicators Flash Red Across the Board https://www.nashnova.com/feed/special/uk-considers-following-eu-in-imposing-tariffs-on-chinese-evs-14202 nashnova en 2026-10-04T21:46:14.328Z UK Considers Following EU in Imposing Tariffs on Chinese EVs https://www.nashnova.com/feed/special/bi-report-deepseeks-rise-narrows-us-china-ai-gap-to-just-3-percent-14201 nashnova en 2026-10-04T21:16:41.920Z BI Report: DeepSeek's Rise Narrows US-China AI Gap to Just 3% https://www.nashnova.com/feed/special/asian-gold-producing-nations-hoard-domestic-supply-as-resource-nationalism-adds-14200 nashnova en 2026-10-04T21:06:50.335Z Asian Gold-Producing Nations Hoard Domestic Supply as Resource Nationalism Adds Medium- to Long-Term Upward Pressure on Gold Prices https://www.nashnova.com/feed/special/morgan-stanleys-wilson-bond-volatility-will-determine-market-breadth-direction-14199 nashnova en 2026-10-04T20:46:45.349Z Morgan Stanley's Wilson: Bond Volatility Will Determine Market Breadth Direction https://www.nashnova.com/feed/special/iran-insists-on-seven-conditions-as-strait-of-hormuz-blockade-standoff-continues-14198 nashnova en 2026-10-04T17:41:33.632Z Iran Insists on Seven Conditions as Strait of Hormuz Blockade Standoff Continues https://www.nashnova.com/feed/special/iranian-oil-minister-paknejad-resigns-bovard-takes-over-as-acting-minister-14197 nashnova en 2026-10-04T17:30:57.121Z Iranian Oil Minister Paknejad Resigns, Bovard Takes Over as Acting Minister https://www.nashnova.com/feed/special/s-and-p-500-earnings-revision-optimism-hits-20-year-high-14196 nashnova en 2026-10-04T15:26:30.790Z S&P 500 Earnings Revision Optimism Hits 20-Year High https://www.nashnova.com/feed/special/wall-street-strategists-push-cross-asset-hedging-as-dual-digital-options-gain-14195 nashnova en 2026-10-04T14:41:42.213Z Wall Street Strategists Push Cross-Asset Hedging as Dual Digital Options Gain Popularity https://www.nashnova.com/feed/special/u-s-treasury-yields-break-5-percent-emerging-market-carry-traders-hold-their-14194 nashnova en 2026-10-04T13:31:39.829Z U.S. Treasury Yields Break 5%, Emerging Market Carry Traders Hold Their Ground https://www.nashnova.com/feed/special/seven-opec-nations-keep-november-production-targets-unchanged-actual-output-14193 nashnova en 2026-10-04T13:06:29.810Z Seven OPEC+ Nations Keep November Production Targets Unchanged; Actual Output Remains Well Below Quotas https://www.nashnova.com/feed/special/nvidia-backed-reflection-to-release-powerful-open-source-ai-model-14192 nashnova en 2026-10-04T12:56:32.833Z Nvidia-Backed Reflection to Release Powerful Open-Source AI Model https://www.nashnova.com/feed/special/u-s-irs-targets-aqr-tax-strategies-warns-of-potential-retroactive-penalties-14191 nashnova en 2026-10-04T12:11:21.566Z U.S. IRS Targets AQR Tax Strategies, Warns of Potential Retroactive Penalties https://www.nashnova.com/feed/special/morgan-stanley-chinas-global-export-share-expected-to-rise-to-16-5-percent-by-14190 nashnova en 2026-10-04T09:16:49.800Z Morgan Stanley: China's Global Export Share Expected to Rise to 16.5% by 2030 https://www.nashnova.com/feed/special/white-house-super-ai-task-force-officially-launched-clayton-to-lead-120-day-ai-14189 nashnova en 2026-10-04T07:16:47.906Z White House Super AI Task Force Officially Launched; Clayton to Lead 120-Day AI Regulatory Proposal https://www.nashnova.com/feed/special/softbanks-digitalbridge-acquisition-sons-ai-expansion-seeks-off-balance-sheet-14188 nashnova en 2026-10-04T04:26:40.258Z SoftBank's DigitalBridge Acquisition: Son's AI Expansion Seeks Off-Balance-Sheet Financing https://www.nashnova.com/feed/special/bessent-rising-treasury-yields-a-global-phenomenon-dismisses-ai-bubble-claims-14187 nashnova en 2026-10-04T03:06:43.190Z Bessent: Rising Treasury Yields a Global Phenomenon, Dismisses AI Bubble Claims https://www.nashnova.com/feed/special/china-closes-over-670-banks-in-four-years-as-regulatory-consolidation-hits-14186 nashnova en 2026-10-04T02:06:41.375Z China Closes Over 670 Banks in Four Years as Regulatory Consolidation Hits Record https://www.nashnova.com/feed/special/citic-securities-mortgage-to-rent-parity-signal-emerges-bullish-on-developers-14185 nashnova en 2026-10-03T23:26:30.820Z CITIC Securities: Mortgage-to-Rent Parity Signal Emerges, Bullish on Developers and Leading Brokerage Firms https://www.nashnova.com/feed/special/fed-and-ecb-meeting-minutes-due-for-release-as-rate-hike-expectations-cool-on-14184 nashnova en 2026-10-03T20:31:55.783Z Fed and ECB Meeting Minutes Due for Release as Rate Hike Expectations Cool on Both Sides https://www.nashnova.com/zh/feed/special/qualcomm-and-arm-head-back-to-court-dispute-centers-on-massive-damages-14249 nashnova zh-cn 2026-10-05T10:21:21.353Z 高通与Arm再度对簿公堂,争议焦点指向巨额赔偿 https://www.nashnova.com/zh/feed/special/silicon-valley-investors-visit-chinese-robot-factories-to-assess-competitive-gap-14248 nashnova zh-cn 2026-10-05T10:17:43.668Z 硅谷投资者赴华考察机器人工厂,评估竞争差距 https://www.nashnova.com/zh/feed/special/cerebras-rises-6-2-percent-premarket-after-altmans-endorsement-as-analysts-14247 nashnova zh-cn 2026-10-05T10:16:35.789Z 奥特曼背书后Cerebras盘前涨6.2%,分析师上调评级 https://www.nashnova.com/zh/feed/special/sterling-hits-nearly-three-month-high-against-euro-as-french-fiscal-concerns-14246 nashnova zh-cn 2026-10-05T09:36:32.145Z 英镑兑欧元创近三个月新高,法国财政忧虑持续压制欧元 https://www.nashnova.com/zh/feed/special/saudi-aramco-ceo-replenishing-global-crude-and-fuel-inventories-could-take-two-14245 nashnova zh-cn 2026-10-05T09:31:14.872Z 沙特阿美CEO:补充全球原油及燃料库存或需两年 https://www.nashnova.com/zh/feed/special/multiple-ccl-stocks-hit-new-highs-nan-ya-pcb-surges-nearly-9-percent-14244 nashnova zh-cn 2026-10-05T09:16:49.900Z CCL板块多股创新高,南亚涨近9% https://www.nashnova.com/zh/feed/special/after-treasury-yields-hit-5-percent-6-percent-is-the-real-warning-line-for-14243 nashnova zh-cn 2026-10-05T09:13:12.395Z 美债收益率触5%后,6%是股市真正警戒线 https://www.nashnova.com/zh/feed/special/nvidias-20-billion-groq-licensing-deal-hit-with-shareholder-lawsuit-14242 nashnova zh-cn 2026-10-05T09:11:36.748Z 英伟达200亿美元Groq授权交易遭工程师起诉 https://www.nashnova.com/zh/feed/special/amd-ceo-lisa-su-visits-taiwan-to-compete-for-ai-chip-production-capacity-14241 nashnova zh-cn 2026-10-05T09:06:37.432Z AMD苏姿丰赴台争夺AI芯片产能 https://www.nashnova.com/zh/feed/special/24-central-bank-governors-gather-in-istanbul-to-discuss-inflation-and-global-14240 nashnova zh-cn 2026-10-05T08:51:12.747Z 24位央行行长齐聚伊斯坦布尔,讨论通胀与全球经济分裂 https://www.nashnova.com/zh/feed/special/hong-kong-market-close-hang-seng-up-0-28-percent-pcb-and-computing-power-chains-14239 nashnova zh-cn 2026-10-05T08:47:54.024Z 港股收盘:恒指涨0.28%,PCB与算力链领涨 https://www.nashnova.com/zh/feed/special/saudi-east-west-oil-pipeline-attacked-and-suspended-brent-crude-surges-to-102-31-14238 nashnova zh-cn 2026-10-05T08:46:09.163Z 沙特东西向输油管道遭袭暂停运营,布伦特油价急涨至102.31美元 https://www.nashnova.com/zh/feed/special/dbs-cio-nvidias-17x-p-e-shows-ai-rally-is-not-a-bubble-14237 nashnova zh-cn 2026-10-05T08:41:32.999Z 星展CIO:英伟达17倍市盈率显示AI行情非泡沫 https://www.nashnova.com/zh/feed/special/ecbs-nagel-inflation-outlook-uncertain-central-banks-have-strong-case-for-14236 nashnova zh-cn 2026-10-05T08:27:44.111Z 欧洲央行纳格尔:通胀前景不确定,央行增持黄金理由充分 https://www.nashnova.com/zh/feed/special/us-india-trade-negotiations-hit-deadlock-as-both-sides-claim-limited-room-for-14235 nashnova zh-cn 2026-10-05T08:26:29.594Z 美印贸易谈判陷入僵局,双方均称让步空间有限 https://www.nashnova.com/zh/feed/special/why-u-s-treasuries-have-become-high-risk-assets-again-14234 nashnova zh-cn 2026-10-05T08:21:20.236Z 美债为何重变高风险资产 https://www.nashnova.com/zh/feed/special/china-stockpiles-over-340-asml-duv-systems-as-u-s-think-tank-calls-for-complete-14233 nashnova zh-cn 2026-10-05T08:12:34.498Z 中国囤积逾340台ASML DUV设备,美智库呼吁全面禁售 https://www.nashnova.com/zh/feed/special/ecb-chief-economist-rising-energy-prices-may-limit-the-need-for-rate-hikes-14232 nashnova zh-cn 2026-10-05T08:11:17.019Z 欧洲央行首席经济学家:能源价格上涨或限制加息必要性 https://www.nashnova.com/zh/feed/special/foxconn-reports-september-revenue-of-nt-1-16-trillion-up-38-4-percent-yoy-14231 nashnova zh-cn 2026-10-05T07:35:57.321Z 鸿海9月销售额1.16万亿元台币,同比增38.4% https://www.nashnova.com/zh/feed/special/g7-reserve-releases-weigh-on-oil-prices-as-strait-of-hormuz-attack-risks-persist-14230 nashnova zh-cn 2026-10-05T07:31:52.942Z G7释储压制油价,霍尔木兹袭击风险持续 https://www.nashnova.com/zh/feed/special/italys-largest-bank-intesa-sanpaolos-35-billion-bid-for-mps-gains-support-from-14229 nashnova zh-cn 2026-10-05T06:46:16.802Z 意大利最大银行联合圣保罗350亿欧元收购MPS获最大股东支持 https://www.nashnova.com/zh/feed/special/hong-kong-plans-preferential-tax-regime-to-attract-high-value-industries-with-14228 nashnova zh-cn 2026-10-05T06:22:31.067Z 香港拟设优惠税制吸引高增值产业,特惠税率低至8.25% https://www.nashnova.com/zh/feed/special/new-world-development-terminates-11-skies-contract-airport-authority-granted-30-14227 nashnova zh-cn 2026-10-05T06:21:24.504Z 新世界发展终止11 SKIES合约,机场局获30%股权认购权 https://www.nashnova.com/zh/feed/special/qualcomm-pays-huawei-for-the-first-time-as-both-sign-multi-year-5g-ai-patent-14226 nashnova zh-cn 2026-10-05T06:11:38.560Z 高通首次向华为付费,双方签署5G/AI多年期专利交叉授权协议 https://www.nashnova.com/zh/feed/special/ai-server-production-lines-move-nearshore-taiwans-direct-export-growth-to-the-u-14225 nashnova zh-cn 2026-10-05T05:18:18.658Z AI服务器产线近岸化,台湾对美直接出口增速减半 https://www.nashnova.com/zh/feed/special/ai-token-price-deflation-three-way-structural-divergence-beneath-the-surface-14224 nashnova zh-cn 2026-10-05T05:16:44.367Z AI token价格通缩:表象之下是三重结构分化 https://www.nashnova.com/zh/feed/special/bessent-u-s-and-china-may-establish-ai-incident-notification-mechanism-14223 nashnova zh-cn 2026-10-05T05:12:45.323Z 贝森特:中美有望建立AI事故通报机制 https://www.nashnova.com/zh/feed/special/icc-hormuz-blockade-could-cause-fertilizer-shortage-food-prices-may-surge-80-14222 nashnova zh-cn 2026-10-05T04:46:39.160Z 国际商会:霍尔木兹封锁致化肥短缺,粮价或涨80% https://www.nashnova.com/zh/feed/special/european-equity-financing-down-20-percent-yoy-in-q3-ipo-pipeline-thinning-14221 nashnova zh-cn 2026-10-05T04:32:55.823Z 欧洲股权融资三季度同比降20%,IPO管道趋薄 https://www.nashnova.com/zh/feed/special/global-pension-funds-trim-u-s-stock-holdings-as-ai-concentration-risk-becomes-14220 nashnova zh-cn 2026-10-05T04:17:12.560Z 全球养老金减持美股,AI集中度风险成核心顾虑 https://www.nashnova.com/zh/feed/special/chinas-bulk-commodity-price-index-rose-4-1-percent-mom-in-september-led-by-14219 nashnova zh-cn 2026-10-05T04:11:33.517Z 9月中国大宗商品价格指数环比涨4.1%,能源化工领涨 https://www.nashnova.com/zh/feed/special/goldman-sachs-derivatives-strategist-s-and-p-500-has-lost-its-cross-asset-risk-14218 nashnova zh-cn 2026-10-05T03:36:55.866Z 高盛衍生品策略师:标普500已失去跨资产风险定价功能 https://www.nashnova.com/zh/feed/special/quanta-halts-shipments-to-hp-for-a-week-to-force-price-hikes-leveraging-server-14217 nashnova zh-cn 2026-10-05T03:01:28.691Z 广达停供惠普一周逼涨价,服务器业务成筹码 https://www.nashnova.com/zh/feed/special/asean-3-research-body-warns-asias-ai-sector-faces-risk-of-disorderly-correction-14216 nashnova zh-cn 2026-10-05T02:51:19.403Z 东盟+3研究机构警告:亚洲AI板块面临无序回调风险 https://www.nashnova.com/zh/feed/special/u-s-iran-enters-critical-week-as-oil-holds-above-103-14215 nashnova zh-cn 2026-10-05T02:37:33.711Z 美伊进入关键一周,油价维持103美元上方 https://www.nashnova.com/zh/feed/special/goldman-sachs-upgrades-zhipu-rating-to-buy-with-target-price-of-hk-1-560-14214 nashnova zh-cn 2026-10-05T02:32:00.956Z 高盛上调智谱评级至买入,目标价1560港元 https://www.nashnova.com/zh/feed/special/ai-servers-seize-lpddr5x-supply-smartphone-and-pc-shortages-to-persist-through-14213 nashnova zh-cn 2026-10-05T02:12:43.548Z AI服务器抢占LPDDR5X,手机PC供应紧张延续至2027年 https://www.nashnova.com/zh/feed/special/anthropic-zhipu-glm-5-3s-cyberattack-capabilities-approach-claude-but-safety-14212 nashnova zh-cn 2026-10-05T02:11:36.392Z Anthropic:智谱GLM-5.3网络攻击能力接近Claude,但安全防护薄弱 https://www.nashnova.com/zh/feed/special/okx-and-ice-joint-venture-files-with-sec-for-tokenized-u-s-stock-trading-14211 nashnova zh-cn 2026-10-05T02:03:25.820Z OKX与洲际交易所合资公司向美国证监会申请代币化美股交易平台 https://www.nashnova.com/zh/feed/special/boj-deputy-governor-ai-may-push-up-neutral-interest-rate-14210 nashnova zh-cn 2026-10-05T02:02:16.409Z 日本央行副行长:AI或推高中性利率 https://www.nashnova.com/zh/feed/special/ai-optimism-reignites-as-nikkei-reclaims-70-000-14209 nashnova zh-cn 2026-10-05T02:01:21.571Z AI乐观情绪重燃,日经指数重返70000点 https://www.nashnova.com/zh/feed/special/saudi-arabia-cuts-crude-oil-prices-for-asia-to-six-year-low-14208 nashnova zh-cn 2026-10-05T01:31:18.378Z 沙特下调亚洲原油售价至六年低点 https://www.nashnova.com/zh/feed/special/nvidia-bets-800-million-as-ai-startup-reflection-set-to-release-open-source-14207 nashnova zh-cn 2026-10-05T01:22:02.984Z 英伟达押注8亿美元,AI初创Reflection将发布开源模型 https://www.nashnova.com/zh/feed/special/schneider-electric-eyes-20-billion-acquisition-of-ptc-potentially-the-largest-m-14206 nashnova zh-cn 2026-10-05T01:17:53.174Z 施耐德电气拟200亿美元收购PTC 或创史上最大并购 https://www.nashnova.com/zh/feed/special/mitsubishi-corp-ceo-warns-japan-bull-market-faces-bond-competition-pressure-14205 nashnova zh-cn 2026-10-05T01:16:41.186Z 三菱商事CEO警告日股牛市面临债券竞争压力 https://www.nashnova.com/zh/feed/special/global-m-and-a-falls-below-1-trillion-in-q3-annual-record-at-risk-14204 nashnova zh-cn 2026-10-05T01:06:57.545Z 全球并购三季度跌破1万亿美元,年度纪录恐落空 https://www.nashnova.com/zh/feed/special/hedge-fund-net-leverage-drops-to-liberation-day-lows-as-market-sentiment-14203 nashnova zh-cn 2026-10-05T01:01:44.455Z 对冲基金净杠杆跌至"解放日"低点,市场情绪指标全面告警 https://www.nashnova.com/zh/feed/special/uk-considers-following-eu-in-imposing-tariffs-on-chinese-evs-14202 nashnova zh-cn 2026-10-04T21:46:14.328Z 英国拟跟进欧盟对中国电动车加征关税 https://www.nashnova.com/zh/feed/special/bi-report-deepseeks-rise-narrows-us-china-ai-gap-to-just-3-percent-14201 nashnova zh-cn 2026-10-04T21:16:41.920Z BI报告:DeepSeek崛起致美中AI差距收窄至3% https://www.nashnova.com/zh/feed/special/asian-gold-producing-nations-hoard-domestic-supply-as-resource-nationalism-adds-14200 nashnova zh-cn 2026-10-04T21:06:50.335Z 亚洲产金国囤积本国供应,资源民族主义推升金价中长期压力 https://www.nashnova.com/zh/feed/special/morgan-stanleys-wilson-bond-volatility-will-determine-market-breadth-direction-14199 nashnova zh-cn 2026-10-04T20:46:45.349Z 大摩威尔逊:债券波动率决定市场广度走向 https://www.nashnova.com/zh/feed/special/iran-insists-on-seven-conditions-as-strait-of-hormuz-blockade-standoff-continues-14198 nashnova zh-cn 2026-10-04T17:41:33.632Z 伊朗坚持七项条件,霍尔木兹海峡封锁僵局持续 https://www.nashnova.com/zh/feed/special/iranian-oil-minister-paknejad-resigns-bovard-takes-over-as-acting-minister-14197 nashnova zh-cn 2026-10-04T17:30:57.121Z 伊朗石油部长帕克内贾德辞职,博瓦尔德代理部长职务 https://www.nashnova.com/zh/feed/special/s-and-p-500-earnings-revision-optimism-hits-20-year-high-14196 nashnova zh-cn 2026-10-04T15:26:30.790Z 标普500企业盈利预期乐观度创20年新高 https://www.nashnova.com/zh/feed/special/wall-street-strategists-push-cross-asset-hedging-as-dual-digital-options-gain-14195 nashnova zh-cn 2026-10-04T14:41:42.213Z 华尔街策略师力推跨资产对冲,双元期权受追捧 https://www.nashnova.com/zh/feed/special/u-s-treasury-yields-break-5-percent-emerging-market-carry-traders-hold-their-14194 nashnova zh-cn 2026-10-04T13:31:39.829Z 美债收益率破5%,新兴市场套息交易者选择坚守 https://www.nashnova.com/zh/feed/special/seven-opec-nations-keep-november-production-targets-unchanged-actual-output-14193 nashnova zh-cn 2026-10-04T13:06:29.810Z OPEC+七国维持11月产量目标不变,实际产量仍远低于配额 https://www.nashnova.com/zh/feed/special/nvidia-backed-reflection-to-release-powerful-open-source-ai-model-14192 nashnova zh-cn 2026-10-04T12:56:32.833Z 英伟达支持的Reflection将发布强力开源AI模型 https://www.nashnova.com/zh/feed/special/u-s-irs-targets-aqr-tax-strategies-warns-of-potential-retroactive-penalties-14191 nashnova zh-cn 2026-10-04T12:11:21.566Z 美国IRS瞄准AQR税务策略,警告或追溯处罚 https://www.nashnova.com/zh/feed/special/morgan-stanley-chinas-global-export-share-expected-to-rise-to-16-5-percent-by-14190 nashnova zh-cn 2026-10-04T09:16:49.800Z 大摩:中国全球出口份额料升至2030年16.5% https://www.nashnova.com/zh/feed/special/white-house-super-ai-task-force-officially-launched-clayton-to-lead-120-day-ai-14189 nashnova zh-cn 2026-10-04T07:16:47.906Z 白宫超级智能工作组正式成立,克莱顿领衔120天内提交AI监管方案 https://www.nashnova.com/zh/feed/special/softbanks-digitalbridge-acquisition-sons-ai-expansion-seeks-off-balance-sheet-14188 nashnova zh-cn 2026-10-04T04:26:40.258Z 软银收购DigitalBridge:孙正义AI扩张寻求表外融资 https://www.nashnova.com/zh/feed/special/bessent-rising-treasury-yields-a-global-phenomenon-dismisses-ai-bubble-claims-14187 nashnova zh-cn 2026-10-04T03:06:43.190Z 贝森特:美债收益率上升属全球现象,驳斥AI泡沫论 https://www.nashnova.com/zh/feed/special/china-closes-over-670-banks-in-four-years-as-regulatory-consolidation-hits-14186 nashnova zh-cn 2026-10-04T02:06:41.375Z 中国四年关闭逾670家银行,监管整合创纪录 https://www.nashnova.com/zh/feed/special/citic-securities-mortgage-to-rent-parity-signal-emerges-bullish-on-developers-14185 nashnova zh-cn 2026-10-03T23:26:30.820Z 中信证券:供平过租信号显现,看好开发类及龙头经纪企业 https://www.nashnova.com/zh/feed/special/fed-and-ecb-meeting-minutes-due-for-release-as-rate-hike-expectations-cool-on-14184 nashnova zh-cn 2026-10-03T20:31:55.783Z 美联储与欧洲央行会议纪要将发布,加息预期双双降温 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https://www.nashnova.com/zh-hant/feed/special/italys-largest-bank-intesa-sanpaolos-35-billion-bid-for-mps-gains-support-from-14229 nashnova zh-tw 2026-10-05T06:46:16.802Z 意大利最大銀行聯合聖保羅350億歐元收購MPS獲最大股東支持 https://www.nashnova.com/zh-hant/feed/special/hong-kong-plans-preferential-tax-regime-to-attract-high-value-industries-with-14228 nashnova zh-tw 2026-10-05T06:22:31.067Z 香港擬設優惠稅制吸引高增值產業,特惠稅率低至8.25% https://www.nashnova.com/zh-hant/feed/special/new-world-development-terminates-11-skies-contract-airport-authority-granted-30-14227 nashnova zh-tw 2026-10-05T06:21:24.504Z 新世界發展終止11 SKIES合約,機場局獲30%股權認購權 https://www.nashnova.com/zh-hant/feed/special/qualcomm-pays-huawei-for-the-first-time-as-both-sign-multi-year-5g-ai-patent-14226 nashnova zh-tw 2026-10-05T06:11:38.560Z 高通首次向華為付費,雙方簽署5G/AI多年期專利交叉授權協議 https://www.nashnova.com/zh-hant/feed/special/ai-server-production-lines-move-nearshore-taiwans-direct-export-growth-to-the-u-14225 nashnova zh-tw 2026-10-05T05:18:18.658Z AI伺服器產線近岸化,台灣對美直接出口增速減半 https://www.nashnova.com/zh-hant/feed/special/ai-token-price-deflation-three-way-structural-divergence-beneath-the-surface-14224 nashnova zh-tw 2026-10-05T05:16:44.367Z AI token價格通縮:表象之下是三重結構分化 https://www.nashnova.com/zh-hant/feed/special/bessent-u-s-and-china-may-establish-ai-incident-notification-mechanism-14223 nashnova zh-tw 2026-10-05T05:12:45.323Z 貝森特:中美有望建立AI事故通報機制 https://www.nashnova.com/zh-hant/feed/special/icc-hormuz-blockade-could-cause-fertilizer-shortage-food-prices-may-surge-80-14222 nashnova zh-tw 2026-10-05T04:46:39.160Z 國際商會:霍爾木茲封鎖致化肥短缺,糧價或漲80% https://www.nashnova.com/zh-hant/feed/special/european-equity-financing-down-20-percent-yoy-in-q3-ipo-pipeline-thinning-14221 nashnova zh-tw 2026-10-05T04:32:55.823Z 歐洲股權融資三季度同比降20%,IPO管道趨薄 https://www.nashnova.com/zh-hant/feed/special/global-pension-funds-trim-u-s-stock-holdings-as-ai-concentration-risk-becomes-14220 nashnova zh-tw 2026-10-05T04:17:12.560Z 全球養老金減持美股,AI集中度風險成核心顧慮 https://www.nashnova.com/zh-hant/feed/special/chinas-bulk-commodity-price-index-rose-4-1-percent-mom-in-september-led-by-14219 nashnova zh-tw 2026-10-05T04:11:33.517Z 9月中國大宗商品價格指數環比漲4.1%,能源化工領漲 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-derivatives-strategist-s-and-p-500-has-lost-its-cross-asset-risk-14218 nashnova zh-tw 2026-10-05T03:36:55.866Z 高盛衍生品策略師:標普500已失去跨資產風險定價功能 https://www.nashnova.com/zh-hant/feed/special/quanta-halts-shipments-to-hp-for-a-week-to-force-price-hikes-leveraging-server-14217 nashnova zh-tw 2026-10-05T03:01:28.691Z 廣達停供惠普一週逼漲價,伺服器業務成籌碼 https://www.nashnova.com/zh-hant/feed/special/asean-3-research-body-warns-asias-ai-sector-faces-risk-of-disorderly-correction-14216 nashnova zh-tw 2026-10-05T02:51:19.403Z 東盟+3研究機構警告:亞洲AI板塊面臨無序回調風險 https://www.nashnova.com/zh-hant/feed/special/u-s-iran-enters-critical-week-as-oil-holds-above-103-14215 nashnova zh-tw 2026-10-05T02:37:33.711Z 美伊進入關鍵一週,油價維持103美元上方 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-upgrades-zhipu-rating-to-buy-with-target-price-of-hk-1-560-14214 nashnova zh-tw 2026-10-05T02:32:00.956Z 高盛上調智譜評級至買入,目標價1560港元 https://www.nashnova.com/zh-hant/feed/special/ai-servers-seize-lpddr5x-supply-smartphone-and-pc-shortages-to-persist-through-14213 nashnova zh-tw 2026-10-05T02:12:43.548Z AI伺服器搶佔LPDDR5X,手機PC供應緊張延續至2027年 https://www.nashnova.com/zh-hant/feed/special/anthropic-zhipu-glm-5-3s-cyberattack-capabilities-approach-claude-but-safety-14212 nashnova zh-tw 2026-10-05T02:11:36.392Z Anthropic:智譜GLM-5.3網路攻擊能力接近Claude,但安全防護薄弱 https://www.nashnova.com/zh-hant/feed/special/okx-and-ice-joint-venture-files-with-sec-for-tokenized-u-s-stock-trading-14211 nashnova zh-tw 2026-10-05T02:03:25.820Z OKX與洲際交易所合資公司向美國證監會申請代幣化美股交易平台 https://www.nashnova.com/zh-hant/feed/special/boj-deputy-governor-ai-may-push-up-neutral-interest-rate-14210 nashnova zh-tw 2026-10-05T02:02:16.409Z 日本央行副行長:AI或推高中性利率 https://www.nashnova.com/zh-hant/feed/special/ai-optimism-reignites-as-nikkei-reclaims-70-000-14209 nashnova zh-tw 2026-10-05T02:01:21.571Z AI樂觀情緒重燃,日經指數重返70000點 https://www.nashnova.com/zh-hant/feed/special/saudi-arabia-cuts-crude-oil-prices-for-asia-to-six-year-low-14208 nashnova zh-tw 2026-10-05T01:31:18.378Z 沙特下調亞洲原油售價至六年低點 https://www.nashnova.com/zh-hant/feed/special/nvidia-bets-800-million-as-ai-startup-reflection-set-to-release-open-source-14207 nashnova zh-tw 2026-10-05T01:22:02.984Z 輝達押注8億美元,AI初創Reflection將發布開源模型 https://www.nashnova.com/zh-hant/feed/special/schneider-electric-eyes-20-billion-acquisition-of-ptc-potentially-the-largest-m-14206 nashnova zh-tw 2026-10-05T01:17:53.174Z 施耐德電氣擬200億美元收購PTC 或創史上最大併購 https://www.nashnova.com/zh-hant/feed/special/mitsubishi-corp-ceo-warns-japan-bull-market-faces-bond-competition-pressure-14205 nashnova zh-tw 2026-10-05T01:16:41.186Z 三菱商事CEO警告日股牛市面臨債券競爭壓力 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