https://www.nashnova.com/feed/special/china-export-control-expectations-drive-niche-rare-earth-prices-higher-9429 nashnova en 2026-08-13T11:14:42.300Z China Export Control Expectations Drive Niche Rare Earth Prices Higher https://www.nashnova.com/feed/special/didi-posts-q2-net-profit-of-866m-swinging-to-profit-as-china-mobility-demand-9428 nashnova en 2026-08-13T10:50:42.341Z Didi Posts Q2 Net Profit of ¥866M, Swinging to Profit as China Mobility Demand Hits Record GTV https://www.nashnova.com/feed/special/ibm-partners-with-openai-to-scale-enterprise-ai-deployment-9427 nashnova en 2026-08-13T10:49:38.635Z IBM Partners with OpenAI to Scale Enterprise AI Deployment https://www.nashnova.com/feed/special/quanta-raises-2026-capex-to-nt-40-billion-as-ai-order-visibility-extends-to-2028-9426 nashnova en 2026-08-13T10:45:26.466Z Quanta Raises 2026 Capex to NT$40 Billion as AI Order Visibility Extends to 2028 https://www.nashnova.com/feed/special/data-center-giant-vantage-explores-ipo-with-potential-valuation-of-100-billion-9425 nashnova en 2026-08-13T10:25:11.684Z Data Center Giant Vantage Explores IPO with Potential Valuation of $100 Billion https://www.nashnova.com/feed/special/microsoft-has-closed-over-15-facilities-in-china-in-the-past-five-years-once-9424 nashnova en 2026-08-13T10:20:08.848Z Microsoft Has Closed Over 15 Facilities in China in the Past Five Years, Once Considered Full Withdrawal https://www.nashnova.com/feed/special/reuters-poll-ecb-expected-to-raise-rates-again-to-2-50-percent-in-september-9423 nashnova en 2026-08-13T10:10:15.547Z Reuters Poll: ECB Expected to Raise Rates Again to 2.50% in September https://www.nashnova.com/feed/special/tencent-drops-4-percent-post-earnings-as-southbound-funds-buy-hk-5-6-billion-on-9422 nashnova en 2026-08-13T10:05:38.979Z Tencent Drops 4% Post-Earnings as Southbound Funds Buy HK$5.6 Billion on the Dip https://www.nashnova.com/feed/special/jd-com-q2-net-revenue-reaches-rmb-346-4-billion-beating-expectations-9421 nashnova en 2026-08-13T10:04:28.648Z JD.com Q2 Net Revenue Reaches RMB 346.4 Billion, Beating Expectations https://www.nashnova.com/feed/special/ackman-opens-six-new-positions-pivoting-to-high-cash-flow-assets-led-by-visa-and-9420 nashnova en 2026-08-13T09:50:46.002Z Ackman Opens Six New Positions, Pivoting to High-Cash-Flow Assets Led by Visa and Mastercard https://www.nashnova.com/feed/special/u-s-deploys-ai-border-detective-to-crack-down-on-tariff-evasion-over-40-9419 nashnova en 2026-08-13T09:40:17.163Z U.S. Deploys AI "Border Detective" to Crack Down on Tariff Evasion, Over 40 Countries Flagged as High Risk https://www.nashnova.com/feed/special/texas-tightens-data-center-audits-big-tech-ai-infrastructure-expansion-faces-9418 nashnova en 2026-08-13T09:22:45.890Z Texas Tightens Data Center Audits, Big Tech AI Infrastructure Expansion Faces Political Resistance https://www.nashnova.com/feed/special/jd-logistics-q2-net-profit-reaches-rmb-2-4-billion-up-13-percent-yoy-9417 nashnova en 2026-08-13T09:21:24.544Z JD Logistics Q2 Net Profit Reaches RMB 2.4 Billion, Up 13% YoY https://www.nashnova.com/feed/special/barclays-notable-divergence-in-downside-risk-perception-between-equity-and-9416 nashnova en 2026-08-13T09:20:19.049Z Barclays: Notable Divergence in Downside Risk Perception Between Equity and Credit Markets https://www.nashnova.com/feed/special/amazon-internal-documents-reveal-power-shortages-force-e-commerce-cloud-9415 nashnova en 2026-08-13T09:13:31.673Z Amazon Internal Documents Reveal: Power Shortages Force E-Commerce Cloud Architecture Restructuring https://www.nashnova.com/feed/special/chinas-domestic-ai-chip-share-expected-to-reach-90-percent-by-2026-huawei-poised-9414 nashnova en 2026-08-13T09:12:11.467Z China's Domestic AI Chip Share Expected to Reach 90% by 2026, Huawei Poised to Surpass Nvidia https://www.nashnova.com/feed/special/citi-chinese-automakers-could-capture-15-percent-30-percent-of-european-market-9413 nashnova en 2026-08-13T09:10:43.626Z Citi: Chinese Automakers Could Capture 15%-30% of European Market by 2035 https://www.nashnova.com/feed/special/ck-hutchison-2026-interim-net-profit-surges-30x-interim-dividend-at-hk-0-7455-9412 nashnova en 2026-08-13T09:00:38.563Z CK Hutchison 2026 Interim Net Profit Surges 30x, Interim Dividend at HK$0.7455 Per Share https://www.nashnova.com/feed/special/cxmts-market-cap-surpasses-tencent-becoming-chinas-most-valuable-company-9411 nashnova en 2026-08-13T08:51:35.515Z CXMT's Market Cap Surpasses Tencent, Becoming China's Most Valuable Company https://www.nashnova.com/feed/special/jd-health-reports-h1-net-profit-of-3-4-billion-yuan-up-32-percent-yoy-9410 nashnova en 2026-08-13T08:50:34.932Z JD Health Reports H1 Net Profit of 3.4 Billion Yuan, Up 32% YoY https://www.nashnova.com/feed/special/hua-hong-semiconductor-q2-revenue-of-718m-beats-expectations-net-profit-of-38-6m-9409 nashnova en 2026-08-13T08:49:38.007Z Hua Hong Semiconductor Q2 Revenue of $718M Beats Expectations, Net Profit of $38.6M Slightly Misses Estimates https://www.nashnova.com/feed/special/smic-q2-revenue-reaches-3-006-billion-up-36-percent-yoy-9408 nashnova en 2026-08-13T08:45:32.343Z SMIC Q2 Revenue Reaches $3.006 Billion, Up 36% YoY https://www.nashnova.com/feed/special/chinas-tax-on-offshore-insurance-triggers-market-volatility-testing-hong-kongs-9407 nashnova en 2026-08-13T08:40:49.432Z China's Tax on Offshore Insurance Triggers Market Volatility, Testing Hong Kong's Wealth Management Model https://www.nashnova.com/feed/special/china-mobile-h1-2026-operating-revenue-at-rmb-538b-down-1-1-percent-yoy-9406 nashnova en 2026-08-13T08:39:44.498Z China Mobile H1 2026 Operating Revenue at RMB 538B, Down 1.1% YoY https://www.nashnova.com/feed/special/south-koreas-sovereign-wealth-fund-plans-to-invest-in-ai-and-robotics-supply-9405 nashnova en 2026-08-13T08:24:53.909Z South Korea's Sovereign Wealth Fund Plans to Invest in AI and Robotics Supply Chains by 2027 https://www.nashnova.com/feed/special/samsung-delays-high-na-euv-to-2030-sk-hynix-expands-roadmap-in-parallel-9404 nashnova en 2026-08-13T08:13:07.118Z Samsung Delays High-NA EUV to 2030, SK Hynix Expands Roadmap in Parallel https://www.nashnova.com/feed/special/pegatron-stockpiles-ai-server-components-ahead-of-supply-chain-shortages-9403 nashnova en 2026-08-13T08:11:42.618Z Pegatron Stockpiles AI Server Components Ahead of Supply Chain Shortages https://www.nashnova.com/feed/special/asus-q2-revenue-hits-record-high-server-business-expected-to-grow-over-150-9402 nashnova en 2026-08-13T08:10:29.216Z ASUS Q2 Revenue Hits Record High, Server Business Expected to Grow Over 150% YoY https://www.nashnova.com/feed/special/guotai-junan-plans-to-privatize-its-hong-kong-listed-financial-leasing-9401 nashnova en 2026-08-13T07:45:05.935Z Guotai Junan Plans to Privatize Its Hong Kong-Listed Financial Leasing Subsidiary https://www.nashnova.com/feed/special/bank-of-korea-buys-gold-for-first-time-in-13-years-purchasing-250m-in-gold-etfs-9400 nashnova en 2026-08-13T07:11:31.310Z Bank of Korea Buys Gold for First Time in 13 Years, Purchasing $250M in Gold ETFs in Q2 https://www.nashnova.com/feed/special/ai-inference-demand-drives-nand-market-revenue-to-record-highs-9399 nashnova en 2026-08-13T07:10:26.577Z AI Inference Demand Drives NAND Market Revenue to Record Highs https://www.nashnova.com/feed/special/ai-rally-pushes-a-h-premium-to-near-one-year-high-9398 nashnova en 2026-08-13T06:34:44.430Z AI Rally Pushes A-H Premium to Near One-Year High https://www.nashnova.com/feed/special/indias-l-and-t-wins-nvidia-ai-factory-construction-contract-worth-up-to-over-100-9397 nashnova en 2026-08-13T06:29:41.670Z India's L&T Wins NVIDIA AI Factory Construction Contract Worth Up to Over 100 Billion Rupees https://www.nashnova.com/feed/special/ubs-resumes-coverage-on-innolight-with-1-500-target-price-views-pullbacks-as-9396 nashnova en 2026-08-13T05:31:05.677Z UBS Resumes Coverage on Innolight with ¥1,500 Target Price, Views Pullbacks as Buying Opportunity https://www.nashnova.com/feed/special/japanese-government-signals-support-for-boj-rate-hike-september-or-october-seen-9395 nashnova en 2026-08-13T05:05:37.939Z Japanese Government Signals Support for BOJ Rate Hike, September or October Seen as Potential Window https://www.nashnova.com/feed/special/lenovo-q1-revenue-hits-record-26-9b-adjusted-net-profit-surges-176-percent-yoy-9394 nashnova en 2026-08-13T04:25:02.031Z Lenovo Q1 Revenue Hits Record $26.9B, Adjusted Net Profit Surges 176% YoY to Break $1B for the First Time https://www.nashnova.com/feed/special/hbm4-orders-rebound-hanmi-semiconductor-widens-profitability-gap-9393 nashnova en 2026-08-13T04:20:34.738Z HBM4 Orders Rebound: Hanmi Semiconductor Widens Profitability Gap https://www.nashnova.com/feed/special/china-accounts-for-97-percent-of-global-humanoid-robot-shipments-as-u-s-imposes-9392 nashnova en 2026-08-13T03:13:16.983Z China Accounts for 97% of Global Humanoid Robot Shipments as U.S. Imposes Import Ban and Plans Countermeasures https://www.nashnova.com/feed/special/nvidia-clarifies-500-billion-ai-financing-plan-residual-value-guarantee-capped-9391 nashnova en 2026-08-13T03:12:12.284Z Nvidia Clarifies $500 Billion AI Financing Plan: Residual Value Guarantee Capped at 25% https://www.nashnova.com/feed/special/chinas-sodium-ion-batteries-granted-28-month-consumption-tax-exemption-9390 nashnova en 2026-08-13T03:11:10.793Z China's Sodium-Ion Batteries Granted 28-Month Consumption Tax Exemption https://www.nashnova.com/feed/special/ymtc-nand-shipments-surpass-micron-and-kioxia-rising-to-global-third-place-9389 nashnova en 2026-08-13T03:10:10.568Z YMTC NAND Shipments Surpass Micron and Kioxia, Rising to Global Third Place https://www.nashnova.com/feed/special/msci-adds-33-chinese-stocks-with-zhipu-leading-effective-august-31-9388 nashnova en 2026-08-13T02:10:56.012Z MSCI Adds 33 Chinese Stocks with Zhipu Leading, Effective August 31 https://www.nashnova.com/feed/special/oman-oil-spill-spreads-amid-shipping-lane-attacks-oil-prices-rise-over-1-percent-9387 nashnova en 2026-08-13T02:10:00.058Z Oman Oil Spill Spreads Amid Shipping Lane Attacks, Oil Prices Rise Over 1% https://www.nashnova.com/feed/special/hong-kong-stocks-open-0-6-percent-lower-tencent-drops-over-3-percent-9386 nashnova en 2026-08-13T02:05:00.067Z Hong Kong stocks open 0.6% lower, Tencent drops over 3%, semiconductor sector strengthens https://www.nashnova.com/feed/special/anthropic-plans-6-billion-acquisition-of-ai-chip-optimization-startup-decart-9385 nashnova en 2026-08-13T01:44:48.859Z Anthropic Plans $6 Billion Acquisition of AI Chip Optimization Startup Decart https://www.nashnova.com/feed/special/over-40-s-and-p-500-companies-receive-9-6-billion-in-tariff-refunds-apple-leads-9384 nashnova en 2026-08-13T01:40:01.043Z Over 40 S&P 500 Companies Receive $9.6 Billion in Tariff Refunds, Apple Leads the Pack https://www.nashnova.com/feed/special/goldman-sachs-japans-over-1-trillion-in-fx-reserves-can-support-multiple-rounds-9383 nashnova en 2026-08-13T01:25:15.313Z Goldman Sachs: Japan's Over $1 Trillion in FX Reserves Can Support Multiple Rounds of Yen Intervention https://www.nashnova.com/feed/special/hassabis-pushes-for-independent-ai-regulatory-body-before-stepping-down-as-9382 nashnova en 2026-08-13T01:15:46.992Z Hassabis Pushes for Independent AI Regulatory Body Before Stepping Down as DeepMind CEO https://www.nashnova.com/feed/special/korean-stocks-surge-22-percent-in-10-days-chip-stocks-lead-rally-nearing-9381 nashnova en 2026-08-13T00:30:05.665Z Korean Stocks Surge 22% in 10 Days, Chip Stocks Lead Rally Nearing Technical Bull Market https://www.nashnova.com/feed/special/japans-july-ppi-rises-7-2-percent-yoy-boj-september-rate-hike-expectations-heat-9380 nashnova en 2026-08-13T00:14:55.435Z Japan's July PPI Rises 7.2% YoY, BOJ September Rate Hike Expectations Heat Up https://www.nashnova.com/feed/special/citi-silver-price-target-at-90-oz-over-6-to-12-months-9379 nashnova en 2026-08-12T23:20:08.484Z Citi: Silver Price Target at $90/oz Over 6 to 12 Months https://www.nashnova.com/feed/special/hk-listed-brokerages-report-across-the-board-h1-profit-surges-as-buyback-and-9378 nashnova en 2026-08-12T23:10:18.958Z HK-Listed Brokerages Report Across-the-Board H1 Profit Surges as Buyback and Stake-Raising Signals Intensify https://www.nashnova.com/feed/special/apple-in-talks-to-pay-publishers-to-power-ai-enhanced-siri-9377 nashnova en 2026-08-12T22:39:55.600Z Apple in Talks to Pay Publishers to Power AI-Enhanced Siri https://www.nashnova.com/feed/special/u-s-and-japan-plan-to-develop-worlds-deepest-seabed-rare-earth-mine-to-challenge-9376 nashnova en 2026-08-12T21:20:34.670Z U.S. and Japan Plan to Develop World's Deepest Seabed Rare Earth Mine to Challenge China's Supply Chain https://www.nashnova.com/feed/special/u-s-treasury-permanently-stops-collecting-beneficial-ownership-data-on-shell-9375 nashnova en 2026-08-12T21:02:06.371Z U.S. Treasury Permanently Stops Collecting Beneficial Ownership Data on Shell Companies https://www.nashnova.com/feed/special/ai-cloud-provider-lambda-completes-926-million-leveraged-loan-pricing-9374 nashnova en 2026-08-12T21:00:53.485Z AI Cloud Provider Lambda Completes $926 Million Leveraged Loan Pricing https://www.nashnova.com/feed/special/u-s-supreme-court-stays-apple-app-store-fee-rate-litigation-proceedings-9373 nashnova en 2026-08-12T20:59:44.149Z U.S. Supreme Court Stays Apple App Store Fee Rate Litigation Proceedings https://www.nashnova.com/feed/special/institutions-memory-cycle-peak-call-may-be-a-year-too-early-9372 nashnova en 2026-08-12T20:51:29.345Z Institutions: Memory Cycle Peak Call May Be a Year Too Early https://www.nashnova.com/feed/special/coreweave-warns-switching-away-from-nvidia-chips-would-cost-significant-time-and-9371 nashnova en 2026-08-12T20:50:11.936Z CoreWeave Warns: Switching Away from Nvidia Chips Would Cost Significant Time and Money https://www.nashnova.com/feed/special/ai-fund-situational-awareness-forces-liquidation-of-japans-mlcc-leader-taiyo-9370 nashnova en 2026-08-12T20:41:40.435Z AI Fund "Situational Awareness" Forces Liquidation of Japan's MLCC Leader Taiyo Yuden https://www.nashnova.com/feed/special/coherent-q4-revenue-up-34-percent-beating-expectations-data-center-revenue-up-59-9369 nashnova en 2026-08-12T20:40:20.971Z Coherent Q4 Revenue Up 34% Beating Expectations, Data Center Revenue Up 59%, Stock Falls 5% After Hours https://www.nashnova.com/feed/special/tech-earnings-lift-u-s-stocks-july-cpi-meets-expectations-cooling-rate-hike-bets-9368 nashnova en 2026-08-12T20:30:32.223Z Tech Earnings Lift U.S. Stocks; July CPI Meets Expectations, Cooling Rate Hike Bets https://www.nashnova.com/feed/special/cerebras-raises-2026-revenue-guidance-as-hardware-revenue-drops-23-percent-9367 nashnova en 2026-08-12T20:26:26.028Z Cerebras Raises 2026 Revenue Guidance as Hardware Revenue Drops 23% https://www.nashnova.com/feed/special/cisco-q4-revenue-of-17-25b-beats-expectations-fy2027-full-year-guidance-far-9366 nashnova en 2026-08-12T20:25:08.968Z Cisco Q4 Revenue of $17.25B Beats Expectations; FY2027 Full-Year Guidance Far Exceeds Wall Street Estimates 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https://www.nashnova.com/feed/special/xai-launches-grok-4-6-ranking-in-top-tier-on-agentic-benchmarks-at-roughly-half-9361 nashnova en 2026-08-12T19:15:04.873Z xAI Launches Grok 4.6, Ranking in Top Tier on Agentic Benchmarks at Roughly Half Competitors' Pricing https://www.nashnova.com/feed/special/u-s-cpi-meets-expectations-gold-rises-to-two-month-high-9360 nashnova en 2026-08-12T19:05:09.455Z U.S. CPI Meets Expectations, Gold Rises to Two-Month High https://www.nashnova.com/feed/special/japan-margin-trading-doubles-in-six-months-as-ai-stocks-drive-retail-leverage-to-9359 nashnova en 2026-08-12T18:55:13.221Z Japan Margin Trading Doubles in Six Months as AI Stocks Drive Retail Leverage to Record Highs https://www.nashnova.com/feed/special/u-s-july-fiscal-deficit-hits-monthly-record-of-over-432-billion-fiscal-year-9358 nashnova en 2026-08-12T18:09:51.721Z U.S. July Fiscal Deficit Hits Monthly Record of Over $432 Billion, Fiscal Year Cumulative Deficit Surpasses Last Year's Full-Year Total https://www.nashnova.com/feed/special/u-s-10-year-treasury-auction-yield-hits-highest-since-2007-9357 nashnova en 2026-08-12T17:34:56.606Z U.S. 10-Year Treasury Auction Yield Hits Highest Since 2007 https://www.nashnova.com/feed/special/usda-cuts-u-s-corn-yield-estimate-futures-surge-over-4-percent-in-a-single-day-9356 nashnova en 2026-08-12T17:25:15.042Z USDA Cuts U.S. Corn Yield Estimate, Futures Surge Over 4% in a Single Day https://www.nashnova.com/feed/special/susquehanna-nvidia-gb300-shipments-to-keep-climbing-demand-holds-strong-ahead-of-9355 nashnova en 2026-08-12T16:59:40.384Z Susquehanna: NVIDIA GB300 Shipments to Keep Climbing, Demand Holds Strong Ahead of Vera Rubin Launch https://www.nashnova.com/feed/special/strait-of-hormuz-shipping-volume-drops-to-three-month-low-as-u-s-iran-deal-9354 nashnova en 2026-08-12T16:55:19.484Z Strait of Hormuz Shipping Volume Drops to Three-Month Low as U.S.-Iran Deal Prospects Remain Uncertain https://www.nashnova.com/feed/special/c919-completes-first-international-commercial-flight-but-lack-of-eu-and-us-9353 nashnova en 2026-08-12T16:35:32.369Z C919 Completes First International Commercial Flight, but Lack of EU and US Certification Still Constrains Global Expansion https://www.nashnova.com/feed/special/goldman-sachs-ai-investment-crowding-out-effect-exists-but-is-limited-9352 nashnova en 2026-08-12T16:30:46.111Z Goldman Sachs: AI Investment Crowding-Out Effect Exists but Is Limited https://www.nashnova.com/feed/special/tesla-plans-10-1-billion-solar-factory-in-texas-9351 nashnova en 2026-08-12T16:29:53.737Z Tesla Plans $10.1 Billion Solar Factory in Texas https://www.nashnova.com/feed/special/burrys-warning-us-stock-low-volatility-hits-30-year-record-advises-staying-away-9350 nashnova en 2026-08-12T16:24:53.191Z Burry's Warning: US Stock Low Volatility Hits 30-Year Record, Advises Staying Away from Leverage https://www.nashnova.com/feed/special/bank-of-america-to-acquire-up-to-49-9-percent-stake-in-jio-credit-for-1-9-9349 nashnova en 2026-08-12T16:15:39.939Z Bank of America to Acquire Up to 49.9% Stake in Jio Credit for $1.9 Billion https://www.nashnova.com/feed/special/deepseek-api-adds-new-deepseek-v4-pro-0813-model-9348 nashnova en 2026-08-12T15:59:43.723Z DeepSeek API Adds New DeepSeek-V4-Pro-0813 Model https://www.nashnova.com/feed/special/blackstone-reportedly-abandons-3-billion-mortgage-fund-debt-financing-plan-9347 nashnova en 2026-08-12T15:55:05.840Z Blackstone Reportedly Abandons $3 Billion Mortgage Fund Debt Financing Plan https://www.nashnova.com/feed/special/switzerland-launches-banking-regulatory-reform-consultation-ubs-capital-9346 nashnova en 2026-08-12T15:40:17.557Z Switzerland Launches Banking Regulatory Reform Consultation; UBS Capital Requirement Vote Postponed 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https://www.nashnova.com/zh/feed/special/ai-inference-demand-drives-nand-market-revenue-to-record-highs-9399 nashnova zh-cn 2026-08-13T07:10:26.577Z AI推理需求驱动NAND市场营收创历史纪录 https://www.nashnova.com/zh/feed/special/ai-rally-pushes-a-h-premium-to-near-one-year-high-9398 nashnova zh-cn 2026-08-13T06:34:44.430Z AI行情推升A-H溢价至近一年高位 https://www.nashnova.com/zh/feed/special/indias-l-and-t-wins-nvidia-ai-factory-construction-contract-worth-up-to-over-100-9397 nashnova zh-cn 2026-08-13T06:29:41.670Z 印度L&T获英伟达AI工厂建设订单，合同金额最高逾千亿卢比 https://www.nashnova.com/zh/feed/special/ubs-resumes-coverage-on-innolight-with-1-500-target-price-views-pullbacks-as-9396 nashnova zh-cn 2026-08-13T05:31:05.677Z 瑞银恢复覆盖中际旭创，目标价1500元，视回调为买入机会 https://www.nashnova.com/zh/feed/special/japanese-government-signals-support-for-boj-rate-hike-september-or-october-seen-9395 nashnova zh-cn 2026-08-13T05:05:37.939Z 日本政府表态支持日本央行近期加息，9月或10月或为时间窗口 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https://www.nashnova.com/zh/feed/special/ai-cloud-provider-lambda-completes-926-million-leveraged-loan-pricing-9374 nashnova zh-cn 2026-08-12T21:00:53.485Z AI云服务商Lambda完成9.26亿美元杠杆贷款定价 https://www.nashnova.com/zh/feed/special/u-s-supreme-court-stays-apple-app-store-fee-rate-litigation-proceedings-9373 nashnova zh-cn 2026-08-12T20:59:44.149Z 美最高法院暂停苹果App Store费率诉讼程序 https://www.nashnova.com/zh/feed/special/institutions-memory-cycle-peak-call-may-be-a-year-too-early-9372 nashnova zh-cn 2026-08-12T20:51:29.345Z 机构：内存周期顶部判断或早一年 https://www.nashnova.com/zh/feed/special/coreweave-warns-switching-away-from-nvidia-chips-would-cost-significant-time-and-9371 nashnova zh-cn 2026-08-12T20:50:11.936Z CoreWeave警告：脱离英伟达芯片将耗费大量时间与资金 https://www.nashnova.com/zh/feed/special/ai-fund-situational-awareness-forces-liquidation-of-japans-mlcc-leader-taiyo-9370 nashnova zh-cn 2026-08-12T20:41:40.435Z AI基金"态势感知"强制减仓日本MLCC龙头太阳诱电 https://www.nashnova.com/zh/feed/special/coherent-q4-revenue-up-34-percent-beating-expectations-data-center-revenue-up-59-9369 nashnova zh-cn 2026-08-12T20:40:20.971Z Coherent Q4营收增34%超预期，数据中心营收增59%，盘后跌5% https://www.nashnova.com/zh/feed/special/tech-earnings-lift-u-s-stocks-july-cpi-meets-expectations-cooling-rate-hike-bets-9368 nashnova zh-cn 2026-08-12T20:30:32.223Z 科技财报提振美股，7月CPI符合预期加息预期降温 https://www.nashnova.com/zh/feed/special/cerebras-raises-2026-revenue-guidance-as-hardware-revenue-drops-23-percent-9367 nashnova zh-cn 2026-08-12T20:26:26.028Z Cerebras上调2026年营收指引，硬件收入下滑23% https://www.nashnova.com/zh/feed/special/cisco-q4-revenue-of-17-25b-beats-expectations-fy2027-full-year-guidance-far-9366 nashnova zh-cn 2026-08-12T20:25:08.968Z 思科Q4营收172.5亿美元超预期，FY2027全年指引远超华尔街 https://www.nashnova.com/zh/feed/special/u-s-financial-sector-surges-over-13-percent-in-three-months-broadly-9365 nashnova zh-cn 2026-08-12T20:10:06.587Z 美股金融板块近三个月涨逾13%，全面跑赢标普500 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https://www.nashnova.com/zh/feed/special/bank-of-america-to-acquire-up-to-49-9-percent-stake-in-jio-credit-for-1-9-9349 nashnova zh-cn 2026-08-12T16:15:39.939Z 美国银行19亿美元入股Jio Credit最多49.9%股权 https://www.nashnova.com/zh/feed/special/deepseek-api-adds-new-deepseek-v4-pro-0813-model-9348 nashnova zh-cn 2026-08-12T15:59:43.723Z DeepSeek API新增DeepSeek-V4-Pro-0813模型 https://www.nashnova.com/zh/feed/special/blackstone-reportedly-abandons-3-billion-mortgage-fund-debt-financing-plan-9347 nashnova zh-cn 2026-08-12T15:55:05.840Z 黑石拟放弃30亿美元抵押基金债务融资计划 https://www.nashnova.com/zh/feed/special/switzerland-launches-banking-regulatory-reform-consultation-ubs-capital-9346 nashnova zh-cn 2026-08-12T15:40:17.557Z 瑞士银行监管改革咨询启动，UBS资本要求表决推迟 https://www.nashnova.com/zh/feed/special/global-equities-show-technical-strength-as-over-80-percent-of-country-etfs-trade-9345 nashnova zh-cn 2026-08-12T15:19:34.991Z 全球股市技术面走强，逾八成国家ETF站上50日均线 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https://www.nashnova.com/zh/feed/special/black-sea-tanker-freight-rates-hit-record-highs-as-kazakhstans-cpc-crude-9339 nashnova zh-cn 2026-08-12T13:56:24.169Z 黑海油轮运费创历史纪录，哈萨克斯坦CPC原油折价扩大 https://www.nashnova.com/zh/feed/special/russias-july-crude-output-falls-nearly-1-million-barrels-per-day-below-opec-9338 nashnova zh-cn 2026-08-12T13:55:09.543Z 俄罗斯7月原油日产量低于OPEC+配额近百万桶 https://www.nashnova.com/zh/feed/special/anchorpoint-launches-hkd-stablecoin-hkdap-hashkey-completes-first-minting-9337 nashnova zh-cn 2026-08-12T13:25:22.557Z Anchorpoint港元稳定币HKDAP启动，HashKey完成首笔铸造 https://www.nashnova.com/zh/feed/special/akesos-ivonescimab-approved-for-third-indication-first-line-treatment-of-9336 nashnova zh-cn 2026-08-12T13:15:25.023Z 康方生物依沃西第三适应症获批，一线治疗晚期鳞状肺癌 https://www.nashnova.com/zh/feed/special/nvidia-rubin-ultra-nvl576-architecture-revealed-supply-chain-implications-emerge-9335 nashnova zh-cn 2026-08-12T12:56:25.529Z 英伟达Rubin Ultra NVL576架构曝光，供应链影响浮现 https://www.nashnova.com/zh/feed/special/hormuz-blockade-drives-em-corporate-bonds-to-outperform-u-s-peers-9334 nashnova zh-cn 2026-08-12T12:55:03.092Z 霍尔木兹封锁推动新兴市场公司债跑赢美国同类 https://www.nashnova.com/zh/feed/special/opec-cuts-2025-demand-growth-forecast-again-to-580k-bpd-widening-gap-with-iea-9333 nashnova zh-cn 2026-08-12T12:49:55.829Z OPEC再度下调今年需求增长预测至58万桶/日，与IEA判断分歧扩大 https://www.nashnova.com/zh/feed/special/burry-slams-nvidias-50b-ai-financing-a-2008-style-wall-street-trick-9332 nashnova zh-cn 2026-08-12T12:46:25.609Z 伯里抨击英伟达5000亿美元AI融资：2008式华尔街把戏 https://www.nashnova.com/zh/feed/special/ubs-deleveraging-in-chinas-ai-tech-stocks-nearing-end-valuations-retreating-to-9331 nashnova zh-cn 2026-08-12T12:45:01.596Z 瑞银：中国AI科技股去杠杆近尾声，估值回落至历史均值附近 https://www.nashnova.com/zh/feed/special/chip-stocks-surge-on-strong-earnings-as-palantir-and-other-software-names-slide-9330 nashnova zh-cn 2026-08-12T12:39:53.242Z 芯片股财报强劲，Palantir等软件股盘前承压 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https://www.nashnova.com/zh-hant/feed/special/microsoft-has-closed-over-15-facilities-in-china-in-the-past-five-years-once-9424 nashnova zh-tw 2026-08-13T10:20:08.848Z 微軟過去五年關閉中國逾15處機構，曾考慮退出 https://www.nashnova.com/zh-hant/feed/special/reuters-poll-ecb-expected-to-raise-rates-again-to-2-50-percent-in-september-9423 nashnova zh-tw 2026-08-13T10:10:15.547Z 路透調查：歐洲央行9月料再加息至2.50% https://www.nashnova.com/zh-hant/feed/special/tencent-drops-4-percent-post-earnings-as-southbound-funds-buy-hk-5-6-billion-on-9422 nashnova zh-tw 2026-08-13T10:05:38.979Z 騰訊績後跌4%，北水逆勢淨買入56億港元 https://www.nashnova.com/zh-hant/feed/special/jd-com-q2-net-revenue-reaches-rmb-346-4-billion-beating-expectations-9421 nashnova zh-tw 2026-08-13T10:04:28.648Z 京東集團Q2淨營收3464億元，超預期 https://www.nashnova.com/zh-hant/feed/special/ackman-opens-six-new-positions-pivoting-to-high-cash-flow-assets-led-by-visa-and-9420 nashnova zh-tw 2026-08-13T09:50:46.002Z 阿克曼新建六倉轉向高現金流資產，Visa、萬事達領銜 https://www.nashnova.com/zh-hant/feed/special/u-s-deploys-ai-border-detective-to-crack-down-on-tariff-evasion-over-40-9419 nashnova zh-tw 2026-08-13T09:40:17.163Z 美國部署AI「偵探邊境」打擊關稅規避，逾40國被列高風險 https://www.nashnova.com/zh-hant/feed/special/texas-tightens-data-center-audits-big-tech-ai-infrastructure-expansion-faces-9418 nashnova zh-tw 2026-08-13T09:22:45.890Z 德州數據中心審計收緊，大科技AI基建擴張遇政治阻力 https://www.nashnova.com/zh-hant/feed/special/jd-logistics-q2-net-profit-reaches-rmb-2-4-billion-up-13-percent-yoy-9417 nashnova zh-tw 2026-08-13T09:21:24.544Z 京東物流Q2淨利24億元，同比增13% https://www.nashnova.com/zh-hant/feed/special/barclays-notable-divergence-in-downside-risk-perception-between-equity-and-9416 nashnova zh-tw 2026-08-13T09:20:19.049Z 巴克萊：股市與信用市場下行風險感知出現明顯分歧 https://www.nashnova.com/zh-hant/feed/special/amazon-internal-documents-reveal-power-shortages-force-e-commerce-cloud-9415 nashnova zh-tw 2026-08-13T09:13:31.673Z 亞馬遜內部文件揭示：電力短缺倒逼電商雲架構重組 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https://www.nashnova.com/zh-hant/feed/special/hua-hong-semiconductor-q2-revenue-of-718m-beats-expectations-net-profit-of-38-6m-9409 nashnova zh-tw 2026-08-13T08:49:38.007Z 華虹宏力Q2營收7.18億美元超預期，淨利潤3860萬美元略遜預估 https://www.nashnova.com/zh-hant/feed/special/smic-q2-revenue-reaches-3-006-billion-up-36-percent-yoy-9408 nashnova zh-tw 2026-08-13T08:45:32.343Z 中芯國際Q2營收30.06億美元，同比增36% https://www.nashnova.com/zh-hant/feed/special/chinas-tax-on-offshore-insurance-triggers-market-volatility-testing-hong-kongs-9407 nashnova zh-tw 2026-08-13T08:40:49.432Z 中國對離岸保險徵稅引發市場波動，香港財富管理模式受考驗 https://www.nashnova.com/zh-hant/feed/special/china-mobile-h1-2026-operating-revenue-at-rmb-538b-down-1-1-percent-yoy-9406 nashnova zh-tw 2026-08-13T08:39:44.498Z 中國移動H1 2026營運收入5380億元，同比降1.1% https://www.nashnova.com/zh-hant/feed/special/south-koreas-sovereign-wealth-fund-plans-to-invest-in-ai-and-robotics-supply-9405 nashnova zh-tw 2026-08-13T08:24:53.909Z 韓國主權財富基金擬2027年投資AI與機器人供應鏈 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https://www.nashnova.com/zh-hant/feed/special/ai-inference-demand-drives-nand-market-revenue-to-record-highs-9399 nashnova zh-tw 2026-08-13T07:10:26.577Z AI推理需求驅動NAND市場營收創歷史紀錄 https://www.nashnova.com/zh-hant/feed/special/ai-rally-pushes-a-h-premium-to-near-one-year-high-9398 nashnova zh-tw 2026-08-13T06:34:44.430Z AI行情推升A-H溢價至近一年高位 https://www.nashnova.com/zh-hant/feed/special/indias-l-and-t-wins-nvidia-ai-factory-construction-contract-worth-up-to-over-100-9397 nashnova zh-tw 2026-08-13T06:29:41.670Z 印度L&T獲輝達AI工廠建設訂單，合同金額最高逾千億盧比 https://www.nashnova.com/zh-hant/feed/special/ubs-resumes-coverage-on-innolight-with-1-500-target-price-views-pullbacks-as-9396 nashnova zh-tw 2026-08-13T05:31:05.677Z 瑞銀恢復覆蓋中際旭創，目標價1500元，視回調為買入機會 https://www.nashnova.com/zh-hant/feed/special/japanese-government-signals-support-for-boj-rate-hike-september-or-october-seen-9395 nashnova zh-tw 2026-08-13T05:05:37.939Z 日本政府表態支持日本央行近期加息，9月或10月或為時間窗口 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https://www.nashnova.com/zh-hant/feed/special/ymtc-nand-shipments-surpass-micron-and-kioxia-rising-to-global-third-place-9389 nashnova zh-tw 2026-08-13T03:10:10.568Z 長江存儲NAND出貨量超越美光和鎧俠，躋身全球第三 https://www.nashnova.com/zh-hant/feed/special/msci-adds-33-chinese-stocks-with-zhipu-leading-effective-august-31-9388 nashnova zh-tw 2026-08-13T02:10:56.012Z MSCI納入33隻中國股票，智譜領銜8月31日生效 https://www.nashnova.com/zh-hant/feed/special/oman-oil-spill-spreads-amid-shipping-lane-attacks-oil-prices-rise-over-1-percent-9387 nashnova zh-tw 2026-08-13T02:10:00.058Z 阿曼漏油擴散疊加航道襲擊，油價漲逾1% https://www.nashnova.com/zh-hant/feed/special/hong-kong-stocks-open-0-6-percent-lower-tencent-drops-over-3-percent-9386 nashnova zh-tw 2026-08-13T02:05:00.067Z 港股低開0.6%，騰訊跌超3%，半導體板塊走強 https://www.nashnova.com/zh-hant/feed/special/anthropic-plans-6-billion-acquisition-of-ai-chip-optimization-startup-decart-9385 nashnova zh-tw 2026-08-13T01:44:48.859Z Anthropic擬60億美元收購AI晶片優化初創Decart https://www.nashnova.com/zh-hant/feed/special/over-40-s-and-p-500-companies-receive-9-6-billion-in-tariff-refunds-apple-leads-9384 nashnova zh-tw 2026-08-13T01:40:01.043Z 逾40家標普500企業獲96億美元關稅退款，蘋果領跑 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-japans-over-1-trillion-in-fx-reserves-can-support-multiple-rounds-9383 nashnova zh-tw 2026-08-13T01:25:15.313Z 高盛：日本逾1萬億美元外匯儲備支撐多輪日圓干預 https://www.nashnova.com/zh-hant/feed/special/hassabis-pushes-for-independent-ai-regulatory-body-before-stepping-down-as-9382 nashnova zh-tw 2026-08-13T01:15:46.992Z 哈薩比斯卸任DeepMind CEO前力推AI獨立監管機構 https://www.nashnova.com/zh-hant/feed/special/korean-stocks-surge-22-percent-in-10-days-chip-stocks-lead-rally-nearing-9381 nashnova zh-tw 2026-08-13T00:30:05.665Z 韓國股市10日漲22%，晶片股領漲逼近技術性牛市 https://www.nashnova.com/zh-hant/feed/special/japans-july-ppi-rises-7-2-percent-yoy-boj-september-rate-hike-expectations-heat-9380 nashnova zh-tw 2026-08-13T00:14:55.435Z 日本7月PPI年增7.2%，日本央行9月加息預期升溫 https://www.nashnova.com/zh-hant/feed/special/citi-silver-price-target-at-90-oz-over-6-to-12-months-9379 nashnova zh-tw 2026-08-12T23:20:08.484Z 花旗：銀價6至12個月目標價90美元/盎司 https://www.nashnova.com/zh-hant/feed/special/hk-listed-brokerages-report-across-the-board-h1-profit-surges-as-buyback-and-9378 nashnova zh-tw 2026-08-12T23:10:18.958Z 港股券商半年報全線預增，增持回購信號密集釋放 https://www.nashnova.com/zh-hant/feed/special/apple-in-talks-to-pay-publishers-to-power-ai-enhanced-siri-9377 nashnova zh-tw 2026-08-12T22:39:55.600Z 蘋果洽談向出版商付費以強化AI版Siri https://www.nashnova.com/zh-hant/feed/special/u-s-and-japan-plan-to-develop-worlds-deepest-seabed-rare-earth-mine-to-challenge-9376 nashnova zh-tw 2026-08-12T21:20:34.670Z 美日擬開發全球最深海底稀土礦挑戰中國供應鏈 https://www.nashnova.com/zh-hant/feed/special/u-s-treasury-permanently-stops-collecting-beneficial-ownership-data-on-shell-9375 nashnova zh-tw 2026-08-12T21:02:06.371Z 美國財政部永久停止收集殼公司受益所有權數據 https://www.nashnova.com/zh-hant/feed/special/ai-cloud-provider-lambda-completes-926-million-leveraged-loan-pricing-9374 nashnova zh-tw 2026-08-12T21:00:53.485Z AI雲服務商Lambda完成9.26億美元槓桿貸款定價 https://www.nashnova.com/zh-hant/feed/special/u-s-supreme-court-stays-apple-app-store-fee-rate-litigation-proceedings-9373 nashnova zh-tw 2026-08-12T20:59:44.149Z 美最高法院暫停蘋果App Store費率訴訟程序 https://www.nashnova.com/zh-hant/feed/special/institutions-memory-cycle-peak-call-may-be-a-year-too-early-9372 nashnova zh-tw 2026-08-12T20:51:29.345Z 機構：記憶體週期頂部判斷或早一年 https://www.nashnova.com/zh-hant/feed/special/coreweave-warns-switching-away-from-nvidia-chips-would-cost-significant-time-and-9371 nashnova zh-tw 2026-08-12T20:50:11.936Z CoreWeave警告：脫離輝達晶片將耗費大量時間與資金 https://www.nashnova.com/zh-hant/feed/special/ai-fund-situational-awareness-forces-liquidation-of-japans-mlcc-leader-taiyo-9370 nashnova zh-tw 2026-08-12T20:41:40.435Z AI基金「態勢感知」強制減倉日本MLCC龍頭太陽誘電 https://www.nashnova.com/zh-hant/feed/special/coherent-q4-revenue-up-34-percent-beating-expectations-data-center-revenue-up-59-9369 nashnova zh-tw 2026-08-12T20:40:20.971Z Coherent Q4營收增34%超預期，數據中心營收增59%，盤後跌5% https://www.nashnova.com/zh-hant/feed/special/tech-earnings-lift-u-s-stocks-july-cpi-meets-expectations-cooling-rate-hike-bets-9368 nashnova zh-tw 2026-08-12T20:30:32.223Z 科技財報提振美股，7月CPI符合預期加息預期降溫 https://www.nashnova.com/zh-hant/feed/special/cerebras-raises-2026-revenue-guidance-as-hardware-revenue-drops-23-percent-9367 nashnova zh-tw 2026-08-12T20:26:26.028Z Cerebras上調2026年營收指引，硬體收入下滑23% https://www.nashnova.com/zh-hant/feed/special/cisco-q4-revenue-of-17-25b-beats-expectations-fy2027-full-year-guidance-far-9366 nashnova zh-tw 2026-08-12T20:25:08.968Z 思科Q4營收172.5億美元超預期，FY2027全年指引遠超華爾街 https://www.nashnova.com/zh-hant/feed/special/u-s-financial-sector-surges-over-13-percent-in-three-months-broadly-9365 nashnova zh-tw 2026-08-12T20:10:06.587Z 美股金融板塊近三個月漲逾13%，全面跑贏標普500 https://www.nashnova.com/zh-hant/feed/special/nvidias-2020-a100-chip-contracts-extended-to-2029-reigniting-debate-over-old-gpu-9364 nashnova zh-tw 2026-08-12T19:56:09.365Z 輝達2020年A100晶片合約延至2029年，舊GPU壽命爭議再起 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-ai-computing-power-supply-constrained-power-gap-reaches-10-9363 nashnova zh-tw 2026-08-12T19:55:03.935Z 摩根士丹利：AI算力供給受限，電力缺口達10%至20% https://www.nashnova.com/zh-hant/feed/special/takaichi-sanaes-food-consumption-tax-cut-faces-strong-opposition-within-ldp-9362 nashnova zh-tw 2026-08-12T19:40:21.969Z 高市早苗食品消費稅減稅遭自民黨內部強烈反對 https://www.nashnova.com/zh-hant/feed/special/xai-launches-grok-4-6-ranking-in-top-tier-on-agentic-benchmarks-at-roughly-half-9361 nashnova zh-tw 2026-08-12T19:15:04.873Z xAI發布Grok 4.6，智能體測試躋身第一梯隊，定價約為競品一半 https://www.nashnova.com/zh-hant/feed/special/u-s-cpi-meets-expectations-gold-rises-to-two-month-high-9360 nashnova zh-tw 2026-08-12T19:05:09.455Z 美國CPI符合預期，黃金升至兩個月高位 https://www.nashnova.com/zh-hant/feed/special/japan-margin-trading-doubles-in-six-months-as-ai-stocks-drive-retail-leverage-to-9359 nashnova zh-tw 2026-08-12T18:55:13.221Z 日本融資交易半年翻倍，AI股推動散戶槓桿創紀錄 https://www.nashnova.com/zh-hant/feed/special/u-s-july-fiscal-deficit-hits-monthly-record-of-over-432-billion-fiscal-year-9358 nashnova zh-tw 2026-08-12T18:09:51.721Z 美國7月財政赤字創月度紀錄逾4320億美元，財年累計赤字超去年全年 https://www.nashnova.com/zh-hant/feed/special/u-s-10-year-treasury-auction-yield-hits-highest-since-2007-9357 nashnova zh-tw 2026-08-12T17:34:56.606Z 美國10年期國債拍賣收益率創2007年以來新高 https://www.nashnova.com/zh-hant/feed/special/usda-cuts-u-s-corn-yield-estimate-futures-surge-over-4-percent-in-a-single-day-9356 nashnova zh-tw 2026-08-12T17:25:15.042Z USDA下調美國玉米單產，期貨單日漲逾4% https://www.nashnova.com/zh-hant/feed/special/susquehanna-nvidia-gb300-shipments-to-keep-climbing-demand-holds-strong-ahead-of-9355 nashnova zh-tw 2026-08-12T16:59:40.384Z Susquehanna：輝達GB300出貨將持續攀升，Vera Rubin發布前需求不減 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