https://www.nashnova.com/feed/special/standard-chartered-hk-stock-rally-may-be-sustainable-balanced-allocation-6290 NashNova en 2026-07-13T02:52:19.751Z Standard Chartered: HK Stock Rally May Be Sustainable; Balanced Allocation Recommended for Tech Stocks https://www.nashnova.com/feed/special/socgen-recommends-long-taiwan-short-korea-earnings-sustainability-takes-priority-6289 NashNova en 2026-07-13T02:22:10.064Z SocGen Recommends Long Taiwan, Short Korea: Earnings Sustainability Takes Priority https://www.nashnova.com/feed/special/wallers-first-fomc-as-chair-will-2025-rate-cuts-be-walked-back-6288 NashNova en 2026-07-13T02:12:05.986Z Waller's First FOMC as Chair: Will 2025 Rate Cuts Be Walked Back? https://www.nashnova.com/feed/special/korea-exchange-activates-sidecar-mechanism-to-halt-kospi-program-selling-6287 NashNova en 2026-07-13T01:41:49.193Z Korea Exchange Activates SIDECAR Mechanism to Halt KOSPI Program Selling https://www.nashnova.com/feed/special/goldman-sachs-reaffirms-a-share-hard-tech-leadership-h-share-internet-enters-6286 NashNova en 2026-07-13T01:13:36.230Z Goldman Sachs Reaffirms A-Share Hard Tech Leadership, H-Share Internet Enters Watch Zone https://www.nashnova.com/feed/special/mediatek-q2-revenue-exceeds-guidance-upper-end-seasonal-demand-expected-in-h2-6285 NashNova en 2026-07-13T01:12:03.017Z MediaTek Q2 Revenue Exceeds Guidance Upper End; Seasonal Demand Expected in H2 https://www.nashnova.com/feed/special/s-and-p-downgrades-oracle-rating-citing-openai-as-key-credit-risk-6284 NashNova en 2026-07-13T01:07:19.035Z S&P Downgrades Oracle Rating, Citing OpenAI as Key Credit Risk https://www.nashnova.com/feed/special/sk-hynix-seoul-shares-drop-4-4-percent-after-nasdaq-debut-surge-6283 NashNova en 2026-07-13T00:41:57.926Z SK Hynix Seoul Shares Drop 4.4% After Nasdaq Debut Surge https://www.nashnova.com/feed/special/long-march-10b-maiden-flight-succeeds-commercial-aerospace-stocks-in-focus-6282 NashNova en 2026-07-13T00:38:14.687Z Long March 10B Maiden Flight Succeeds, Commercial Aerospace Stocks in Focus https://www.nashnova.com/feed/special/hkex-board-lot-reform-advances-hsbcs-minimum-investment-threshold-expected-to-6281 NashNova en 2026-07-13T00:36:57.961Z HKEX Board Lot Reform Advances, HSBC's Minimum Investment Threshold Expected to Drop Significantly https://www.nashnova.com/feed/special/u-s-strikes-iran-again-wti-crude-jumps-3-percent-hormuz-strait-passage-under-6280 NashNova en 2026-07-13T00:32:13.120Z U.S. Strikes Iran Again, WTI Crude Jumps 3%, Hormuz Strait Passage Under Dispute https://www.nashnova.com/feed/special/chip-big-fours-fcf-expected-to-hit-record-430-billion-6279 NashNova en 2026-07-13T00:17:06.964Z Chip Big Four's FCF Expected to Hit Record $430 Billion https://www.nashnova.com/feed/special/u-s-and-china-simultaneously-tighten-regulation-on-frontier-ai-models-6278 NashNova en 2026-07-13T00:07:15.743Z U.S. and China Simultaneously Tighten Regulation on Frontier AI Models https://www.nashnova.com/feed/special/sk-hynix-moves-early-on-hybrid-bonding-targeting-hbm5-6277 NashNova en 2026-07-13T00:05:55.608Z SK Hynix Moves Early on Hybrid Bonding, Targeting HBM5 https://www.nashnova.com/feed/special/arm-ceo-ai-agents-driving-surge-in-cpu-demand-6276 NashNova en 2026-07-13T00:04:33.519Z Arm CEO: AI Agents Driving Surge in CPU Demand https://www.nashnova.com/feed/special/ai-infrastructure-boom-tightens-mlcc-supply-demand-taiwan-makers-eye-overflow-6275 NashNova en 2026-07-13T00:03:28.177Z AI Infrastructure Boom Tightens MLCC Supply-Demand, Taiwan Makers Eye Overflow Orders in H2 https://www.nashnova.com/feed/special/ai-infrastructure-demand-drives-record-q2-revenue-for-wt-microelectronics-and-6274 NashNova en 2026-07-13T00:02:05.945Z AI Infrastructure Demand Drives Record Q2 Revenue for WT Microelectronics and WPG Holdings https://www.nashnova.com/feed/special/panda-bond-outstanding-exceeds-500-billion-yuan-for-the-first-time-issuance-up-6273 NashNova en 2026-07-12T23:57:23.602Z Panda Bond Outstanding Exceeds 500 Billion Yuan for the First Time, Issuance Up Over 70% YoY This Year https://www.nashnova.com/feed/special/dollar-strengthens-as-treasuries-come-under-pressure-investors-seek-strategies-6272 NashNova en 2026-07-12T19:17:28.285Z Dollar Strengthens as Treasuries Come Under Pressure: Investors Seek Strategies to Navigate https://www.nashnova.com/feed/special/ai-giants-race-to-cut-operating-costs-6271 NashNova en 2026-07-12T17:01:51.694Z AI Giants Race to Cut Operating Costs https://www.nashnova.com/feed/special/goldman-sachs-fed-resuming-rate-hikes-may-pressure-stocks-in-the-short-term-6270 NashNova en 2026-07-12T15:36:40.211Z Goldman Sachs: Fed Resuming Rate Hikes May Pressure Stocks in the Short Term https://www.nashnova.com/feed/special/citic-securities-bullish-on-us-tech-as-core-theme-favoring-mid-to-downstream-of-6269 NashNova en 2026-07-12T12:32:25.014Z CITIC Securities: Bullish on US Tech as Core Theme, Favoring Mid-to-Downstream of the Computing Power Chain https://www.nashnova.com/feed/special/hong-kong-stock-short-squeeze-and-pair-trading-converge-as-u-s-ai-momentum-6268 NashNova en 2026-07-12T12:02:26.709Z Hong Kong Stock Short Squeeze and Pair Trading Converge as U.S. AI Momentum Returns https://www.nashnova.com/feed/special/citic-securities-quantitative-rebalancing-intensifies-k-shaped-divergence-6267 NashNova en 2026-07-12T11:52:34.491Z CITIC Securities: Quantitative Rebalancing Intensifies K-Shaped Divergence, Recovery in Non-AI Sectors Worth Watching https://www.nashnova.com/feed/special/prediction-markets-oil-prices-expected-to-rise-modestly-after-u-s-iran-military-6266 NashNova en 2026-07-12T11:16:50.353Z Prediction Markets: Oil Prices Expected to Rise Modestly After U.S.-Iran Military Conflict; Expectations for Strait of Hormuz Transit Restoration Cool https://www.nashnova.com/feed/special/gf-securities-a-share-tech-stock-correction-sufficient-in-magnitude-but-slightly-6265 NashNova en 2026-07-12T08:52:08.136Z GF Securities: A-Share Tech Stock Correction Sufficient in Magnitude, but Slightly Insufficient in Duration https://www.nashnova.com/feed/special/industry-insiders-hbm4-prices-could-double-by-2027-6264 NashNova en 2026-07-12T07:52:09.677Z Industry Insiders: HBM4 Prices Could Double by 2027 https://www.nashnova.com/feed/special/chinese-automakers-hit-record-eu-market-share-as-analysts-warn-growth-may-be-6263 NashNova en 2026-07-12T07:12:06.032Z Chinese Automakers Hit Record EU Market Share as Analysts Warn Growth May Be Peaking https://www.nashnova.com/feed/special/ymtc-ipo-guidance-first-phase-report-disclosed-6262 NashNova en 2026-07-12T06:26:55.731Z YMTC IPO Guidance First Phase Report Disclosed https://www.nashnova.com/feed/special/tsmc-leads-in-switch-cpo-samsung-bets-on-xpu-optical-packaging-6261 NashNova en 2026-07-12T05:57:28.535Z TSMC Leads in Switch CPO, Samsung Bets on XPU Optical Packaging https://www.nashnova.com/feed/special/tesla-q2-deliveries-hit-record-high-yet-stock-drops-over-8-percent-6260 NashNova en 2026-07-12T04:36:46.447Z Tesla Q2 Deliveries Hit Record High, Yet Stock Drops Over 8% https://www.nashnova.com/feed/special/key-events-next-week-china-gdp-u-s-cpi-and-tsmc-earnings-all-in-focus-6259 NashNova en 2026-07-12T04:32:43.030Z Key Events Next Week: China GDP, U.S. CPI, and TSMC Earnings All in Focus https://www.nashnova.com/feed/special/chinas-central-bank-pressures-rating-agencies-to-cut-top-corporate-bond-ratings-6258 NashNova en 2026-07-12T04:17:28.915Z China's Central Bank Pressures Rating Agencies to Cut Top Corporate Bond Ratings https://www.nashnova.com/feed/special/memory-capacity-expansion-plus-overseas-equipment-delivery-disruptions-domestic-6257 NashNova en 2026-07-12T04:07:41.274Z Memory Capacity Expansion Plus Overseas Equipment Delivery Disruptions: Domestic Semiconductor Equipment Faces Dual Growth Drivers https://www.nashnova.com/feed/special/samsungs-first-yongin-chip-fab-production-moved-up-to-2029-6256 NashNova en 2026-07-12T03:21:52.469Z Samsung's First Yongin Chip Fab Production Moved Up to 2029 https://www.nashnova.com/feed/special/taiwans-top-three-pcb-makers-raise-over-nt-100-billion-combined-to-bet-on-ai-6255 NashNova en 2026-07-12T02:47:07.764Z Taiwan's Top Three PCB Makers Raise Over NT$100 Billion Combined to Bet on AI Data Centers https://www.nashnova.com/feed/special/irans-irgc-announces-closure-of-the-strait-of-hormuz-6254 NashNova en 2026-07-11T22:36:58.798Z Iran's IRGC Announces Closure of the Strait of Hormuz https://www.nashnova.com/feed/special/primary-dealers-net-short-on-corporate-bonds-hits-record-for-the-first-time-6253 NashNova en 2026-07-11T19:22:37.569Z Primary Dealers' Net Short on Corporate Bonds Hits Record for the First Time https://www.nashnova.com/feed/special/citi-q2-software-preview-palantir-microsoft-among-top-picks-6252 NashNova en 2026-07-11T12:07:00.534Z Citi Q2 Software Preview: Palantir, Microsoft Among Top Picks https://www.nashnova.com/feed/special/zhipu-ais-tang-jie-issues-internal-memo-betting-on-agi-abandoning-short-term-6251 NashNova en 2026-07-11T11:41:34.202Z Zhipu AI's Tang Jie Issues Internal Memo: Betting on AGI, Abandoning Short-Term Monetization https://www.nashnova.com/feed/special/china-orders-refiners-to-maintain-high-output-amid-persian-gulf-supply-risks-6250 NashNova en 2026-07-11T10:07:06.984Z China Orders Refiners to Maintain High Output Amid Persian Gulf Supply Risks https://www.nashnova.com/feed/special/kospi-drops-7-6-percent-in-one-week-samsung-valuation-hits-24-year-low-6249 NashNova en 2026-07-11T06:22:38.779Z KOSPI Drops 7.6% in One Week, Samsung Valuation Hits 24-Year Low https://www.nashnova.com/feed/special/astrazeneca-clinical-failure-raises-questions-over-pipeline-premium-6248 NashNova en 2026-07-11T05:27:19.490Z AstraZeneca Clinical Failure Raises Questions Over Pipeline Premium https://www.nashnova.com/feed/special/sugons-100-000-card-domestic-computing-cluster-completed-in-zhengzhou-6247 NashNova en 2026-07-11T04:57:19.700Z Sugon's 100,000-Card Domestic Computing Cluster Completed in Zhengzhou https://www.nashnova.com/feed/special/samsung-chip-profits-hit-record-high-as-internal-divisions-deepen-6246 NashNova en 2026-07-11T04:02:27.672Z Samsung Chip Profits Hit Record High as Internal Divisions Deepen https://www.nashnova.com/feed/special/samsung-cxl-3-1-mass-production-delayed-intel-and-amd-platform-lag-is-the-6245 NashNova en 2026-07-11T03:57:24.381Z Samsung CXL 3.1 Mass Production Delayed, Intel and AMD Platform Lag Is the Primary Cause https://www.nashnova.com/zh/feed/special/korea-exchange-activates-sidecar-mechanism-to-halt-kospi-program-selling-6287 NashNova zh-cn 2026-07-13T01:41:49.193Z 韩国交易所启动SIDECAR机制暂停KOSPI程序化抛盘 https://www.nashnova.com/zh/feed/special/goldman-sachs-reaffirms-a-share-hard-tech-leadership-h-share-internet-enters-6286 NashNova zh-cn 2026-07-13T01:13:36.230Z 高盛重申A股硬科技占优，H股互联网进入观察区 https://www.nashnova.com/zh/feed/special/mediatek-q2-revenue-exceeds-guidance-upper-end-seasonal-demand-expected-in-h2-6285 NashNova zh-cn 2026-07-13T01:12:03.017Z 联发科Q2营收超指引上限，下半年季节性需求可期 https://www.nashnova.com/zh/feed/special/s-and-p-downgrades-oracle-rating-citing-openai-as-key-credit-risk-6284 NashNova zh-cn 2026-07-13T01:07:19.035Z 标普下调甲骨文评级，指OpenAI为关键信用风险 https://www.nashnova.com/zh/feed/special/sk-hynix-seoul-shares-drop-4-4-percent-after-nasdaq-debut-surge-6283 NashNova zh-cn 2026-07-13T00:41:57.926Z SK海力士纳斯达克首秀大涨后，首尔股价回落4.4% https://www.nashnova.com/zh/feed/special/long-march-10b-maiden-flight-succeeds-commercial-aerospace-stocks-in-focus-6282 NashNova zh-cn 2026-07-13T00:38:14.687Z 长征十号乙首飞成功，商业航天概念股受关注 https://www.nashnova.com/zh/feed/special/hkex-board-lot-reform-advances-hsbcs-minimum-investment-threshold-expected-to-6281 NashNova zh-cn 2026-07-13T00:36:57.961Z 港交所手数改革推进，汇丰最低入场费料大幅下降 https://www.nashnova.com/zh/feed/special/u-s-strikes-iran-again-wti-crude-jumps-3-percent-hormuz-strait-passage-under-6280 NashNova zh-cn 2026-07-13T00:32:13.120Z 美再袭伊朗，WTI原油涨3%，霍尔木兹通行存争议 https://www.nashnova.com/zh/feed/special/chip-big-fours-fcf-expected-to-hit-record-430-billion-6279 NashNova zh-cn 2026-07-13T00:17:06.964Z 芯片四巨头FCF预计破纪录达4300亿美元 https://www.nashnova.com/zh/feed/special/u-s-and-china-simultaneously-tighten-regulation-on-frontier-ai-models-6278 NashNova zh-cn 2026-07-13T00:07:15.743Z 美中同步收紧前沿AI模型监管 https://www.nashnova.com/zh/feed/special/sk-hynix-moves-early-on-hybrid-bonding-targeting-hbm5-6277 NashNova zh-cn 2026-07-13T00:05:55.608Z SK海力士提前布局混合键合，剑指HBM5 https://www.nashnova.com/zh/feed/special/arm-ceo-ai-agents-driving-surge-in-cpu-demand-6276 NashNova zh-cn 2026-07-13T00:04:33.519Z Arm CEO：AI agent驱动CPU需求激增 https://www.nashnova.com/zh/feed/special/ai-infrastructure-boom-tightens-mlcc-supply-demand-taiwan-makers-eye-overflow-6275 NashNova zh-cn 2026-07-13T00:03:28.177Z AI建设加速MLCC供需吃紧，台湾厂商瞄准下半年溢出订单 https://www.nashnova.com/zh/feed/special/ai-infrastructure-demand-drives-record-q2-revenue-for-wt-microelectronics-and-6274 NashNova zh-cn 2026-07-13T00:02:05.945Z AI基建需求驱动，文晔与大联大Q2营收双创纪录 https://www.nashnova.com/zh/feed/special/panda-bond-outstanding-exceeds-500-billion-yuan-for-the-first-time-issuance-up-6273 NashNova zh-cn 2026-07-12T23:57:23.602Z 熊猫债存量首破5000亿元，今年发行同比增逾七成 https://www.nashnova.com/zh/feed/special/dollar-strengthens-as-treasuries-come-under-pressure-investors-seek-strategies-6272 NashNova zh-cn 2026-07-12T19:17:28.285Z 美元走强与美债承压并行，投资者寻路应对 https://www.nashnova.com/zh/feed/special/ai-giants-race-to-cut-operating-costs-6271 NashNova zh-cn 2026-07-12T17:01:51.694Z AI巨头竞相降低运营成本 https://www.nashnova.com/zh/feed/special/goldman-sachs-fed-resuming-rate-hikes-may-pressure-stocks-in-the-short-term-6270 NashNova zh-cn 2026-07-12T15:36:40.211Z 高盛：美联储重启加息或短期承压股市 https://www.nashnova.com/zh/feed/special/citic-securities-bullish-on-us-tech-as-core-theme-favoring-mid-to-downstream-of-6269 NashNova zh-cn 2026-07-12T12:32:25.014Z 中信证券：看好美股科技主线，偏好算力链中下游 https://www.nashnova.com/zh/feed/special/hong-kong-stock-short-squeeze-and-pair-trading-converge-as-u-s-ai-momentum-6268 NashNova zh-cn 2026-07-12T12:02:26.709Z 港股逼空与pair trading共现，美股AI动能回归 https://www.nashnova.com/zh/feed/special/citic-securities-quantitative-rebalancing-intensifies-k-shaped-divergence-6267 NashNova zh-cn 2026-07-12T11:52:34.491Z 中信证券：量化调仓加剧K型分化，非AI板块修复值得关注 https://www.nashnova.com/zh/feed/special/prediction-markets-oil-prices-expected-to-rise-modestly-after-u-s-iran-military-6266 NashNova zh-cn 2026-07-12T11:16:50.353Z 预测市场：美伊军事冲突后油价料小幅上涨，霍尔木兹海峡通行恢复预期降温 https://www.nashnova.com/zh/feed/special/gf-securities-a-share-tech-stock-correction-sufficient-in-magnitude-but-slightly-6265 NashNova zh-cn 2026-07-12T08:52:08.136Z 广发证券：A股科技股调整幅度已充分，时间仍略有不足 https://www.nashnova.com/zh/feed/special/industry-insiders-hbm4-prices-could-double-by-2027-6264 NashNova zh-cn 2026-07-12T07:52:09.677Z 行业人士：HBM4价格2027年或翻倍 https://www.nashnova.com/zh/feed/special/chinese-automakers-hit-record-eu-market-share-as-analysts-warn-growth-may-be-6263 NashNova zh-cn 2026-07-12T07:12:06.032Z 中国车企欧盟份额创新高，分析师警告增长或触顶 https://www.nashnova.com/zh/feed/special/ymtc-ipo-guidance-first-phase-report-disclosed-6262 NashNova zh-cn 2026-07-12T06:26:55.731Z 长江存储IPO辅导第一期报告披露 https://www.nashnova.com/zh/feed/special/tsmc-leads-in-switch-cpo-samsung-bets-on-xpu-optical-packaging-6261 NashNova zh-cn 2026-07-12T05:57:28.535Z 台积电领跑交换机CPO，三星押注XPU光学封装 https://www.nashnova.com/zh/feed/special/tesla-q2-deliveries-hit-record-high-yet-stock-drops-over-8-percent-6260 NashNova zh-cn 2026-07-12T04:36:46.447Z 特斯拉Q2交付创纪录，股价反跌逾8% https://www.nashnova.com/zh/feed/special/key-events-next-week-china-gdp-u-s-cpi-and-tsmc-earnings-all-in-focus-6259 NashNova zh-cn 2026-07-12T04:32:43.030Z 下周重磅：中国GDP、美国CPI与台积电财报集中亮相 https://www.nashnova.com/zh/feed/special/chinas-central-bank-pressures-rating-agencies-to-cut-top-corporate-bond-ratings-6258 NashNova zh-cn 2026-07-12T04:17:28.915Z 中国央行施压评级机构削减企业债最高评级 https://www.nashnova.com/zh/feed/special/memory-capacity-expansion-plus-overseas-equipment-delivery-disruptions-domestic-6257 NashNova zh-cn 2026-07-12T04:07:41.274Z 存储扩产叠加海外设备交付受阻，国产半导体设备迎双重增量 https://www.nashnova.com/zh/feed/special/samsungs-first-yongin-chip-fab-production-moved-up-to-2029-6256 NashNova zh-cn 2026-07-12T03:21:52.469Z 三星龙仁首座芯片厂投产提前至2029年 https://www.nashnova.com/zh/feed/special/taiwans-top-three-pcb-makers-raise-over-nt-100-billion-combined-to-bet-on-ai-6255 NashNova zh-cn 2026-07-12T02:47:07.764Z 台湾PCB三巨头合计融资逾百亿押注AI数据中心 https://www.nashnova.com/zh/feed/special/irans-irgc-announces-closure-of-the-strait-of-hormuz-6254 NashNova zh-cn 2026-07-11T22:36:58.798Z 伊朗伊斯兰革命卫队宣布关闭霍尔木兹海峡 https://www.nashnova.com/zh/feed/special/primary-dealers-net-short-on-corporate-bonds-hits-record-for-the-first-time-6253 NashNova zh-cn 2026-07-11T19:22:37.569Z 主要交易商企业债净空头首破纪录 https://www.nashnova.com/zh/feed/special/citi-q2-software-preview-palantir-microsoft-among-top-picks-6252 NashNova zh-cn 2026-07-11T12:07:00.534Z 花旗Q2软件前瞻：Palantir、微软等获优选 https://www.nashnova.com/zh/feed/special/zhipu-ais-tang-jie-issues-internal-memo-betting-on-agi-abandoning-short-term-6251 NashNova zh-cn 2026-07-11T11:41:34.202Z 智谱唐杰发内部信：押注AGI放弃短期变现 https://www.nashnova.com/zh/feed/special/china-orders-refiners-to-maintain-high-output-amid-persian-gulf-supply-risks-6250 NashNova zh-cn 2026-07-11T10:07:06.984Z 中国要求炼油商维持高产应对波斯湾供应风险 https://www.nashnova.com/zh/feed/special/kospi-drops-7-6-percent-in-one-week-samsung-valuation-hits-24-year-low-6249 NashNova zh-cn 2026-07-11T06:22:38.779Z KOSPI单周跌7.6%，三星估值创24年新低 https://www.nashnova.com/zh/feed/special/astrazeneca-clinical-failure-raises-questions-over-pipeline-premium-6248 NashNova zh-cn 2026-07-11T05:27:19.490Z 阿斯利康临床失败引发管线溢价质疑 https://www.nashnova.com/zh/feed/special/sugons-100-000-card-domestic-computing-cluster-completed-in-zhengzhou-6247 NashNova zh-cn 2026-07-11T04:57:19.700Z 中科曙光十万卡国产算力集群落成郑州 https://www.nashnova.com/zh/feed/special/samsung-chip-profits-hit-record-high-as-internal-divisions-deepen-6246 NashNova zh-cn 2026-07-11T04:02:27.672Z 三星芯片利润创纪录，内部分化加剧 https://www.nashnova.com/zh/feed/special/samsung-cxl-3-1-mass-production-delayed-intel-and-amd-platform-lag-is-the-6245 NashNova zh-cn 2026-07-11T03:57:24.381Z 三星CXL 3.1量产推迟，英特尔AMD平台滞后是主因 https://www.nashnova.com/zh-hant/feed/special/korea-exchange-activates-sidecar-mechanism-to-halt-kospi-program-selling-6287 NashNova zh-tw 2026-07-13T01:41:49.193Z 韓國交易所啟動SIDECAR機制暫停KOSPI程式化拋盤 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-reaffirms-a-share-hard-tech-leadership-h-share-internet-enters-6286 NashNova zh-tw 2026-07-13T01:13:36.230Z 高盛重申A股硬科技佔優，H股互聯網進入觀察區 https://www.nashnova.com/zh-hant/feed/special/mediatek-q2-revenue-exceeds-guidance-upper-end-seasonal-demand-expected-in-h2-6285 NashNova zh-tw 2026-07-13T01:12:03.017Z 聯發科Q2營收超指引上限，下半年季節性需求可期 https://www.nashnova.com/zh-hant/feed/special/s-and-p-downgrades-oracle-rating-citing-openai-as-key-credit-risk-6284 NashNova zh-tw 2026-07-13T01:07:19.035Z 標普下調甲骨文評級，指OpenAI為關鍵信用風險 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-seoul-shares-drop-4-4-percent-after-nasdaq-debut-surge-6283 NashNova zh-tw 2026-07-13T00:41:57.926Z SK海力士納斯達克首秀大漲後，首爾股價回落4.4% https://www.nashnova.com/zh-hant/feed/special/long-march-10b-maiden-flight-succeeds-commercial-aerospace-stocks-in-focus-6282 NashNova zh-tw 2026-07-13T00:38:14.687Z 長征十號乙首飛成功，商業航天概念股受關注 https://www.nashnova.com/zh-hant/feed/special/hkex-board-lot-reform-advances-hsbcs-minimum-investment-threshold-expected-to-6281 NashNova zh-tw 2026-07-13T00:36:57.961Z 港交所手數改革推進，匯豐最低入場費料大幅下降 https://www.nashnova.com/zh-hant/feed/special/u-s-strikes-iran-again-wti-crude-jumps-3-percent-hormuz-strait-passage-under-6280 NashNova zh-tw 2026-07-13T00:32:13.120Z 美再襲伊朗，WTI原油漲3%，霍爾木茲通行存爭議 https://www.nashnova.com/zh-hant/feed/special/chip-big-fours-fcf-expected-to-hit-record-430-billion-6279 NashNova zh-tw 2026-07-13T00:17:06.964Z 晶片四巨頭FCF預計破紀錄達4300億美元 https://www.nashnova.com/zh-hant/feed/special/u-s-and-china-simultaneously-tighten-regulation-on-frontier-ai-models-6278 NashNova zh-tw 2026-07-13T00:07:15.743Z 美中同步收緊前沿AI模型監管 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-moves-early-on-hybrid-bonding-targeting-hbm5-6277 NashNova zh-tw 2026-07-13T00:05:55.608Z SK海力士提前佈局混合鍵合，劍指HBM5 https://www.nashnova.com/zh-hant/feed/special/arm-ceo-ai-agents-driving-surge-in-cpu-demand-6276 NashNova zh-tw 2026-07-13T00:04:33.519Z Arm CEO：AI agent驅動CPU需求激增 https://www.nashnova.com/zh-hant/feed/special/ai-infrastructure-boom-tightens-mlcc-supply-demand-taiwan-makers-eye-overflow-6275 NashNova zh-tw 2026-07-13T00:03:28.177Z AI建設加速MLCC供需吃緊，台灣廠商瞄準下半年溢出訂單 https://www.nashnova.com/zh-hant/feed/special/ai-infrastructure-demand-drives-record-q2-revenue-for-wt-microelectronics-and-6274 NashNova zh-tw 2026-07-13T00:02:05.945Z AI基建需求驅動，文曄與大聯大Q2營收雙創紀錄 https://www.nashnova.com/zh-hant/feed/special/panda-bond-outstanding-exceeds-500-billion-yuan-for-the-first-time-issuance-up-6273 NashNova zh-tw 2026-07-12T23:57:23.602Z 熊貓債存量首破5000億元，今年發行同比增逾七成 https://www.nashnova.com/zh-hant/feed/special/dollar-strengthens-as-treasuries-come-under-pressure-investors-seek-strategies-6272 NashNova zh-tw 2026-07-12T19:17:28.285Z 美元走強與美債承壓並行，投資者尋路應對 https://www.nashnova.com/zh-hant/feed/special/ai-giants-race-to-cut-operating-costs-6271 NashNova zh-tw 2026-07-12T17:01:51.694Z AI巨頭競相降低營運成本 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-fed-resuming-rate-hikes-may-pressure-stocks-in-the-short-term-6270 NashNova zh-tw 2026-07-12T15:36:40.211Z 高盛：聯準會重啟升息或短期承壓股市 https://www.nashnova.com/zh-hant/feed/special/citic-securities-bullish-on-us-tech-as-core-theme-favoring-mid-to-downstream-of-6269 NashNova zh-tw 2026-07-12T12:32:25.014Z 中信證券：看好美股科技主線，偏好算力鏈中下游 https://www.nashnova.com/zh-hant/feed/special/hong-kong-stock-short-squeeze-and-pair-trading-converge-as-u-s-ai-momentum-6268 NashNova zh-tw 2026-07-12T12:02:26.709Z 港股逼空與pair trading共現，美股AI動能回歸 https://www.nashnova.com/zh-hant/feed/special/citic-securities-quantitative-rebalancing-intensifies-k-shaped-divergence-6267 NashNova zh-tw 2026-07-12T11:52:34.491Z 中信證券：量化調倉加劇K型分化，非AI板塊修復值得關注 https://www.nashnova.com/zh-hant/feed/special/prediction-markets-oil-prices-expected-to-rise-modestly-after-u-s-iran-military-6266 NashNova zh-tw 2026-07-12T11:16:50.353Z 預測市場：美伊軍事衝突後油價料小幅上漲，霍爾木茲海峽通行恢復預期降溫 https://www.nashnova.com/zh-hant/feed/special/gf-securities-a-share-tech-stock-correction-sufficient-in-magnitude-but-slightly-6265 NashNova zh-tw 2026-07-12T08:52:08.136Z 廣發證券：A股科技股調整幅度已充分，時間仍略有不足 https://www.nashnova.com/zh-hant/feed/special/industry-insiders-hbm4-prices-could-double-by-2027-6264 NashNova zh-tw 2026-07-12T07:52:09.677Z 行業人士：HBM4價格2027年或翻倍 https://www.nashnova.com/zh-hant/feed/special/chinese-automakers-hit-record-eu-market-share-as-analysts-warn-growth-may-be-6263 NashNova zh-tw 2026-07-12T07:12:06.032Z 中國車企歐盟份額創新高，分析師警告增長或觸頂 https://www.nashnova.com/zh-hant/feed/special/ymtc-ipo-guidance-first-phase-report-disclosed-6262 NashNova zh-tw 2026-07-12T06:26:55.731Z 長江存儲IPO輔導第一期報告披露 https://www.nashnova.com/zh-hant/feed/special/tsmc-leads-in-switch-cpo-samsung-bets-on-xpu-optical-packaging-6261 NashNova zh-tw 2026-07-12T05:57:28.535Z 台積電領跑交換機CPO，三星押注XPU光學封裝 https://www.nashnova.com/zh-hant/feed/special/tesla-q2-deliveries-hit-record-high-yet-stock-drops-over-8-percent-6260 NashNova zh-tw 2026-07-12T04:36:46.447Z 特斯拉Q2交付創紀錄，股價反跌逾8% https://www.nashnova.com/zh-hant/feed/special/key-events-next-week-china-gdp-u-s-cpi-and-tsmc-earnings-all-in-focus-6259 NashNova zh-tw 2026-07-12T04:32:43.030Z 下週重磅：中國GDP、美國CPI與台積電財報集中亮相 https://www.nashnova.com/zh-hant/feed/special/chinas-central-bank-pressures-rating-agencies-to-cut-top-corporate-bond-ratings-6258 NashNova zh-tw 2026-07-12T04:17:28.915Z 中國央行施壓評級機構削減企業債最高評級 https://www.nashnova.com/zh-hant/feed/special/memory-capacity-expansion-plus-overseas-equipment-delivery-disruptions-domestic-6257 NashNova zh-tw 2026-07-12T04:07:41.274Z 存儲擴產疊加海外設備交付受阻，國產半導體設備迎雙重增量 https://www.nashnova.com/zh-hant/feed/special/samsungs-first-yongin-chip-fab-production-moved-up-to-2029-6256 NashNova zh-tw 2026-07-12T03:21:52.469Z 三星龍仁首座晶片廠投產提前至2029年 https://www.nashnova.com/zh-hant/feed/special/taiwans-top-three-pcb-makers-raise-over-nt-100-billion-combined-to-bet-on-ai-6255 NashNova zh-tw 2026-07-12T02:47:07.764Z 台灣PCB三巨頭合計融資逾百億押注AI數據中心 https://www.nashnova.com/zh-hant/feed/special/irans-irgc-announces-closure-of-the-strait-of-hormuz-6254 NashNova zh-tw 2026-07-11T22:36:58.798Z 伊朗伊斯蘭革命衛隊宣布關閉霍爾木茲海峽 https://www.nashnova.com/zh-hant/feed/special/primary-dealers-net-short-on-corporate-bonds-hits-record-for-the-first-time-6253 NashNova zh-tw 2026-07-11T19:22:37.569Z 主要交易商企業債淨空頭首破紀錄 https://www.nashnova.com/zh-hant/feed/special/citi-q2-software-preview-palantir-microsoft-among-top-picks-6252 NashNova zh-tw 2026-07-11T12:07:00.534Z 花旗Q2軟體前瞻：Palantir、微軟等獲優選 https://www.nashnova.com/zh-hant/feed/special/zhipu-ais-tang-jie-issues-internal-memo-betting-on-agi-abandoning-short-term-6251 NashNova zh-tw 2026-07-11T11:41:34.202Z 智譜唐傑發內部信：押注AGI放棄短期變現 https://www.nashnova.com/zh-hant/feed/special/china-orders-refiners-to-maintain-high-output-amid-persian-gulf-supply-risks-6250 NashNova zh-tw 2026-07-11T10:07:06.984Z 中國要求煉油商維持高產應對波斯灣供應風險 https://www.nashnova.com/zh-hant/feed/special/kospi-drops-7-6-percent-in-one-week-samsung-valuation-hits-24-year-low-6249 NashNova zh-tw 2026-07-11T06:22:38.779Z KOSPI單週跌7.6%，三星估值創24年新低 https://www.nashnova.com/zh-hant/feed/special/astrazeneca-clinical-failure-raises-questions-over-pipeline-premium-6248 NashNova zh-tw 2026-07-11T05:27:19.490Z 阿斯利康臨床失敗引發管線溢價質疑 https://www.nashnova.com/zh-hant/feed/special/sugons-100-000-card-domestic-computing-cluster-completed-in-zhengzhou-6247 NashNova zh-tw 2026-07-11T04:57:19.700Z 中科曙光十萬卡國產算力集群落成鄭州 https://www.nashnova.com/zh-hant/feed/special/samsung-chip-profits-hit-record-high-as-internal-divisions-deepen-6246 NashNova zh-tw 2026-07-11T04:02:27.672Z 三星晶片利潤創紀錄，內部分化加劇 https://www.nashnova.com/zh-hant/feed/special/samsung-cxl-3-1-mass-production-delayed-intel-and-amd-platform-lag-is-the-6245 NashNova zh-tw 2026-07-11T03:57:24.381Z 三星CXL 3.1量產推遲，英特爾AMD平台滯後是主因