https://www.nashnova.com/feed/special/ai-server-demand-drives-revival-of-long-term-mlcc-supply-agreements-8283 nashnova en 2026-08-03T00:26:58.428Z AI Server Demand Drives Revival of Long-Term MLCC Supply Agreements https://www.nashnova.com/feed/special/u-s-fcc-adds-robots-to-restricted-list-blocking-unitree-robotics-new-products-8282 nashnova en 2026-08-03T00:25:42.341Z U.S. FCC Adds Robots to Restricted List, Blocking Unitree Robotics' New Products from Entering the U.S. https://www.nashnova.com/feed/special/catl-rises-to-3rd-largest-global-auto-supplier-8281 nashnova en 2026-08-03T00:24:28.388Z CATL Rises to 3rd Largest Global Auto Supplier https://www.nashnova.com/feed/special/cxmt-surges-523-percent-in-ipo-week-as-analyst-price-targets-show-widest-8280 nashnova en 2026-08-03T00:20:14.040Z CXMT Surges 523% in IPO Week as Analyst Price Targets Show Widest Divergence in Asia https://www.nashnova.com/feed/special/morgan-stanley-upgrades-south-korean-equities-to-overweight-targeting-36-percent-8279 nashnova en 2026-08-03T00:10:58.195Z Morgan Stanley Upgrades South Korean Equities to Overweight, Targeting 36% Upside https://www.nashnova.com/feed/special/jpmorgan-u-s-treasury-has-limited-ammunition-for-yen-intervention-8278 nashnova en 2026-08-03T00:09:43.240Z JPMorgan: U.S. Treasury Has Limited Ammunition for Yen Intervention https://www.nashnova.com/feed/special/toyota-q2-operating-profit-expected-to-decline-for-fifth-consecutive-quarter-8277 nashnova en 2026-08-02T23:14:33.961Z Toyota Q2 Operating Profit Expected to Decline for Fifth Consecutive Quarter https://www.nashnova.com/feed/special/xpeng-nio-and-li-auto-all-see-july-sales-decline-as-price-war-concerns-intensify-8276 nashnova en 2026-08-02T23:09:21.312Z XPeng, NIO, and Li Auto All See July Sales Decline as Price War Concerns Intensify 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https://www.nashnova.com/feed/special/japans-corporate-capital-expenditure-hits-record-high-led-by-ai-and-factory-8271 nashnova en 2026-08-02T18:19:59.501Z Japan's Corporate Capital Expenditure Hits Record High, Led by AI and Factory Investment https://www.nashnova.com/feed/special/rubin-ultra-downgrade-rumors-hbm4e-demand-under-pressure-memory-stock-valuations-8270 nashnova en 2026-08-02T17:45:10.163Z Rubin Ultra Downgrade Rumors: HBM4E Demand Under Pressure, Memory Stock Valuations Reassessed https://www.nashnova.com/feed/special/multiple-u-s-states-revoke-data-center-tax-incentives-ai-computing-costs-may-8269 nashnova en 2026-08-02T17:09:45.067Z Multiple U.S. States Revoke Data Center Tax Incentives, AI Computing Costs May Rise 7% https://www.nashnova.com/feed/special/u-s-financial-sector-surges-6-3-percent-in-july-to-record-high-september-rate-8268 nashnova en 2026-08-02T12:19:51.540Z U.S. Financial Sector Surges 6.3% in July to Record High; September Rate Hike Expectations Emerge as Key Wildcard https://www.nashnova.com/feed/special/xing-ziqiang-ai-investment-enters-halftime-a-9-24-style-reversal-is-unlikely-8267 nashnova en 2026-08-02T12:15:13.546Z Xing Ziqiang: AI Investment Enters Halftime, a 9·24-Style Reversal Is Unlikely https://www.nashnova.com/feed/special/jpmorgan-private-bank-s-and-p-500-to-rise-over-10-percent-in-the-next-year-8266 nashnova en 2026-08-02T10:45:36.307Z JPMorgan Private Bank: S&P 500 to Rise Over 10% in the Next Year https://www.nashnova.com/feed/special/two-indicators-signal-ai-capital-spending-boom-may-be-cooling-off-8265 nashnova en 2026-08-02T10:44:24.181Z Two Indicators Signal: AI Capital Spending Boom May Be Cooling Off https://www.nashnova.com/feed/special/citic-securities-a-share-correction-largely-over-august-recovery-expected-8264 nashnova en 2026-08-02T10:01:11.542Z CITIC Securities: A-Share Correction Largely Over, August Recovery Expected 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https://www.nashnova.com/feed/special/samsungs-long-term-contracts-cap-downside-but-not-upside-dram-spot-prices-to-8259 nashnova en 2026-08-02T08:29:58.361Z Samsung's Long-Term Contracts Cap Downside but Not Upside, DRAM Spot Prices to Keep Rebounding Through Q4 https://www.nashnova.com/feed/special/memory-etf-sells-samsung-to-buy-changxin-chinese-dram-enters-international-8258 nashnova en 2026-08-02T06:50:15.925Z Memory ETF Sells Samsung to Buy ChangXin: Chinese DRAM Enters International Mainstream Portfolio for the First Time https://www.nashnova.com/feed/special/g10-liquidity-indicator-turns-negative-semiconductor-stocks-may-face-pressure-8257 nashnova en 2026-08-02T06:49:20.977Z G10 Liquidity Indicator Turns Negative, Semiconductor Stocks May Face Pressure https://www.nashnova.com/feed/special/morgan-stanley-ai-sector-pullback-is-technical-not-fundamental-8256 nashnova en 2026-08-02T03:14:57.338Z Morgan Stanley: AI Sector Pullback Is Technical, Not Fundamental https://www.nashnova.com/feed/special/key-events-next-week-u-s-nonfarm-payrolls-china-cpi-spacexs-first-earnings-8255 nashnova en 2026-08-02T02:55:08.547Z Key Events Next Week: U.S. Nonfarm Payrolls, China CPI, SpaceX's First Earnings Report https://www.nashnova.com/feed/special/trump-announces-cancellation-of-iran-strike-conditional-on-reaching-a-quick-deal-8254 nashnova en 2026-08-02T02:44:35.000Z Trump Announces Cancellation of Iran Strike, Conditional on Reaching a Quick Deal https://www.nashnova.com/feed/special/foreign-investors-single-day-net-buying-of-korean-stocks-hits-record-citi-8253 nashnova en 2026-08-02T01:49:49.692Z Foreign Investors' Single-Day Net Buying of Korean Stocks Hits Record; Citi Maintains KOSPI Target of 3,000 https://www.nashnova.com/feed/special/north-american-tech-giants-cds-spreads-widen-across-the-board-in-july-as-ai-8252 nashnova en 2026-08-02T01:24:49.496Z North American Tech Giants' CDS Spreads Widen Across the Board in July as AI Spending Spree Triggers Credit Risk Repricing https://www.nashnova.com/feed/special/openais-new-model-astra-solves-10-fields-medal-level-math-problems-8251 nashnova en 2026-08-02T00:21:34.969Z OpenAI's New Model Astra Solves 10 Fields Medal-Level Math Problems https://www.nashnova.com/feed/special/csc-ai-computing-hardware-remains-highly-prosperous-software-recovery-signals-8250 nashnova en 2026-08-02T00:20:07.580Z CSC: AI Computing Hardware Remains Highly Prosperous, Software Recovery Signals Increasing https://www.nashnova.com/feed/special/goldman-sachs-equities-trading-revenue-hits-record-high-in-single-quarter-8249 nashnova en 2026-08-01T20:24:56.647Z Goldman Sachs Equities Trading Revenue Hits Record High in Single Quarter, Surging 72% YoY https://www.nashnova.com/feed/special/asias-ai-computing-expansion-hits-power-bottleneck-8248 nashnova en 2026-08-01T20:09:37.335Z Asia's AI Computing Expansion Hits Power Bottleneck https://www.nashnova.com/feed/special/goldman-sachs-the-most-intense-capital-competition-cycle-in-history-is-here-and-8247 nashnova en 2026-08-01T18:10:04.142Z Goldman Sachs: The Most Intense Capital Competition Cycle in History Is Here, and the Fed Is Just a Bystander https://www.nashnova.com/feed/special/south-koreas-nand-export-unit-price-drops-for-first-time-in-nearly-10-months-8246 nashnova en 2026-08-01T16:09:58.116Z South Korea's NAND Export Unit Price Drops for First Time in Nearly 10 Months, While SSDs Remain Strong https://www.nashnova.com/feed/special/the-era-of-ai-agent-attacks-has-arrived-openais-breach-into-hugging-face-8245 nashnova en 2026-08-01T12:19:38.475Z The Era of AI Agent Attacks Has Arrived: OpenAI's Breach into Hugging Face Triggers Security Alarm https://www.nashnova.com/feed/special/byd-july-global-sales-up-21-8-percent-overseas-shipments-double-8244 nashnova en 2026-08-01T11:19:23.935Z BYD July Global Sales Up 21.8%, Overseas Shipments Double https://www.nashnova.com/feed/special/s-and-p-500-equal-weight-index-posts-record-outperformance-over-nasdaq-100-in-8243 nashnova en 2026-08-01T11:14:33.963Z S&P 500 Equal-Weight Index Posts Record Outperformance Over Nasdaq 100 in July https://www.nashnova.com/feed/special/qatar-lng-tanker-attacked-again-strait-of-hormuz-risk-escalates-8242 nashnova en 2026-08-01T10:39:42.809Z Qatar LNG Tanker Attacked Again, Strait of Hormuz Risk Escalates https://www.nashnova.com/feed/special/nomura-raises-zhongji-innolight-target-price-to-rmb-1-375-8241 nashnova en 2026-08-01T07:50:10.473Z Nomura Raises Zhongji Innolight Target Price to RMB 1,375 https://www.nashnova.com/feed/special/macau-july-gaming-revenue-drops-8-4-percent-declining-for-second-consecutive-8240 nashnova en 2026-08-01T05:37:39.175Z Macau July Gaming Revenue Drops 8.4%, Declining for Second Consecutive Month https://www.nashnova.com/feed/special/openai-leans-toward-postponing-ipo-to-2027-8239 nashnova en 2026-08-01T02:38:00.930Z OpenAI Leans Toward Postponing IPO to 2027 https://www.nashnova.com/feed/special/cxmts-lpddr6-r-and-d-validation-nearing-completion-8238 nashnova en 2026-08-01T02:18:17.208Z CXMT's LPDDR6 R&D Validation Nearing Completion https://www.nashnova.com/feed/special/chinas-politburo-meeting-maintains-existing-policy-tools-unchanged-8237 nashnova en 2026-08-01T01:57:17.394Z China's Politburo Meeting Maintains Existing Policy Tools Unchanged https://www.nashnova.com/feed/special/tlt-falls-to-22-year-low-as-hedging-costs-rise-to-five-month-high-8236 nashnova en 2026-08-01T01:43:02.055Z TLT Falls to 22-Year Low as Hedging Costs Rise to Five-Month High https://www.nashnova.com/zh/feed/special/morgan-stanley-upgrades-south-korean-equities-to-overweight-targeting-36-percent-8279 nashnova zh-cn 2026-08-03T00:10:58.195Z 摩根士丹利上调韩国股市至增持，目标指向36%涨幅 https://www.nashnova.com/zh/feed/special/jpmorgan-u-s-treasury-has-limited-ammunition-for-yen-intervention-8278 nashnova zh-cn 2026-08-03T00:09:43.240Z 摩根大通：美国财政部干预日元弹药有限 https://www.nashnova.com/zh/feed/special/toyota-q2-operating-profit-expected-to-decline-for-fifth-consecutive-quarter-8277 nashnova zh-cn 2026-08-02T23:14:33.961Z 丰田Q2营业利润预计连续第五季下滑 https://www.nashnova.com/zh/feed/special/xpeng-nio-and-li-auto-all-see-july-sales-decline-as-price-war-concerns-intensify-8276 nashnova zh-cn 2026-08-02T23:09:21.312Z 小鹏、蔚来、理想7月销量齐跌，价格战忧虑升温 https://www.nashnova.com/zh/feed/special/us-iran-ceasefire-signals-trigger-sharp-oil-sell-off-brent-drops-over-8-percent-8275 nashnova zh-cn 2026-08-02T22:44:59.417Z 美伊停火信号触发油价大跌，布伦特跌逾8% https://www.nashnova.com/zh/feed/special/goldman-sachs-prime-desk-net-buying-hits-highest-level-since-november-2020-8274 nashnova zh-cn 2026-08-02T22:20:05.427Z 高盛Prime Desk净买入创2020年11月以来最大 https://www.nashnova.com/zh/feed/special/trump-calls-yen-intervention-a-signal-of-friendship-8273 nashnova zh-cn 2026-08-02T22:04:34.971Z 特朗普称干预日元是"友谊信号" https://www.nashnova.com/zh/feed/special/astrazeneca-and-bristol-myers-squibb-in-merger-talks-valued-at-nearly-400-8272 nashnova zh-cn 2026-08-02T18:54:18.317Z 阿斯利康与百时美施贵宝洽谈合并，估值近4000亿美元 https://www.nashnova.com/zh/feed/special/japans-corporate-capital-expenditure-hits-record-high-led-by-ai-and-factory-8271 nashnova zh-cn 2026-08-02T18:19:59.501Z 日本企业资本开支创纪录，AI与工厂投资领跑 https://www.nashnova.com/zh/feed/special/rubin-ultra-downgrade-rumors-hbm4e-demand-under-pressure-memory-stock-valuations-8270 nashnova zh-cn 2026-08-02T17:45:10.163Z Rubin Ultra降配传闻：HBM4E需求受压，存储股估值重估 https://www.nashnova.com/zh/feed/special/multiple-u-s-states-revoke-data-center-tax-incentives-ai-computing-costs-may-8269 nashnova zh-cn 2026-08-02T17:09:45.067Z 美国多州撤销数据中心税收优惠，AI算力成本或增7% https://www.nashnova.com/zh/feed/special/u-s-financial-sector-surges-6-3-percent-in-july-to-record-high-september-rate-8268 nashnova zh-cn 2026-08-02T12:19:51.540Z 美国金融板块7月涨6.3%创新高，9月加息预期成最大变数 https://www.nashnova.com/zh/feed/special/xing-ziqiang-ai-investment-enters-halftime-a-9-24-style-reversal-is-unlikely-8267 nashnova zh-cn 2026-08-02T12:15:13.546Z 邢自强：AI投资进入半场休息，9·24式反转暂不会来 https://www.nashnova.com/zh/feed/special/jpmorgan-private-bank-s-and-p-500-to-rise-over-10-percent-in-the-next-year-8266 nashnova zh-cn 2026-08-02T10:45:36.307Z 小摩私人银行：S&P 500未来一年涨逾10% https://www.nashnova.com/zh/feed/special/two-indicators-signal-ai-capital-spending-boom-may-be-cooling-off-8265 nashnova zh-cn 2026-08-02T10:44:24.181Z 两项指标发出信号：AI资本开支热潮或将降温 https://www.nashnova.com/zh/feed/special/citic-securities-a-share-correction-largely-over-august-recovery-expected-8264 nashnova zh-cn 2026-08-02T10:01:11.542Z 中信证券：A股调整基本结束，8月修复可期 https://www.nashnova.com/zh/feed/special/markets-price-in-september-rate-hike-ahead-of-jackson-hole-as-morgan-stanley-8263 nashnova zh-cn 2026-08-02T09:59:42.942Z 杰克逊霍尔前市场押注9月加息，摩根士丹利警示尾部风险 https://www.nashnova.com/zh/feed/special/us-and-eu-simultaneously-restrict-chinese-solar-inverters-supply-chain-pressure-8262 nashnova zh-cn 2026-08-02T09:04:24.421Z 美欧同步限制中国光伏逆变器，供应链压力上升 https://www.nashnova.com/zh/feed/special/seven-opec-nations-agree-in-principle-to-increase-output-by-188k-bpd-again-in-8261 nashnova zh-cn 2026-08-02T08:59:53.756Z OPEC+七国原则同意9月再增产18.8万桶/日 https://www.nashnova.com/zh/feed/special/pboc-sets-tone-for-h2-timely-policy-tool-adjustments-to-boost-domestic-demand-8260 nashnova zh-cn 2026-08-02T08:39:47.752Z 央行定调下半年：适时调整工具、加力扩内需 https://www.nashnova.com/zh/feed/special/samsungs-long-term-contracts-cap-downside-but-not-upside-dram-spot-prices-to-8259 nashnova zh-cn 2026-08-02T08:29:58.361Z 三星长协限跌不限涨，DRAM现货四季度前持续反弹 https://www.nashnova.com/zh/feed/special/memory-etf-sells-samsung-to-buy-changxin-chinese-dram-enters-international-8258 nashnova zh-cn 2026-08-02T06:50:15.925Z 存储ETF减持三星换仓长鑫，中国DRAM首入国际主流产品 https://www.nashnova.com/zh/feed/special/g10-liquidity-indicator-turns-negative-semiconductor-stocks-may-face-pressure-8257 nashnova zh-cn 2026-08-02T06:49:20.977Z G10流动性指标转负，半导体股或承压 https://www.nashnova.com/zh/feed/special/morgan-stanley-ai-sector-pullback-is-technical-not-fundamental-8256 nashnova zh-cn 2026-08-02T03:14:57.338Z 摩根士丹利：AI板块回调是技术面而非基本面 https://www.nashnova.com/zh/feed/special/key-events-next-week-u-s-nonfarm-payrolls-china-cpi-spacexs-first-earnings-8255 nashnova zh-cn 2026-08-02T02:55:08.547Z 下周重磅：美国非农、中国CPI、SpaceX首份财报 https://www.nashnova.com/zh/feed/special/trump-announces-cancellation-of-iran-strike-conditional-on-reaching-a-quick-deal-8254 nashnova zh-cn 2026-08-02T02:44:35.000Z 特朗普宣布取消对伊朗攻击，条件是快速达成协议 https://www.nashnova.com/zh/feed/special/foreign-investors-single-day-net-buying-of-korean-stocks-hits-record-citi-8253 nashnova zh-cn 2026-08-02T01:49:49.692Z 外资单日净买入韩股创纪录，花旗维持KOSPI目标万点 https://www.nashnova.com/zh/feed/special/north-american-tech-giants-cds-spreads-widen-across-the-board-in-july-as-ai-8252 nashnova zh-cn 2026-08-02T01:24:49.496Z 北美科技巨头CDS七月全线走阔，AI烧钱引发信用风险重定价 https://www.nashnova.com/zh/feed/special/openais-new-model-astra-solves-10-fields-medal-level-math-problems-8251 nashnova zh-cn 2026-08-02T00:21:34.969Z OpenAI新模型Astra攻克10项菲尔兹奖级数学难题 https://www.nashnova.com/zh/feed/special/csc-ai-computing-hardware-remains-highly-prosperous-software-recovery-signals-8250 nashnova zh-cn 2026-08-02T00:20:07.580Z 中信建投：AI算力硬件高景气，软件业绩修复信号增多 https://www.nashnova.com/zh/feed/special/goldman-sachs-equities-trading-revenue-hits-record-high-in-single-quarter-8249 nashnova zh-cn 2026-08-01T20:24:56.647Z 高盛股票交易收入单季创纪录，同比飙升72% https://www.nashnova.com/zh/feed/special/asias-ai-computing-expansion-hits-power-bottleneck-8248 nashnova zh-cn 2026-08-01T20:09:37.335Z 亚洲AI算力扩张遭遇电力瓶颈 https://www.nashnova.com/zh/feed/special/goldman-sachs-the-most-intense-capital-competition-cycle-in-history-is-here-and-8247 nashnova zh-cn 2026-08-01T18:10:04.142Z 高盛：史上最密集资本争夺周期来临，美联储只是旁观者 https://www.nashnova.com/zh/feed/special/south-koreas-nand-export-unit-price-drops-for-first-time-in-nearly-10-months-8246 nashnova zh-cn 2026-08-01T16:09:58.116Z 韩国NAND出口单价近10个月首降，SSD仍强 https://www.nashnova.com/zh/feed/special/the-era-of-ai-agent-attacks-has-arrived-openais-breach-into-hugging-face-8245 nashnova zh-cn 2026-08-01T12:19:38.475Z AI代理攻击时代到来，OpenAI闯入Hugging Face引发安全警报 https://www.nashnova.com/zh/feed/special/byd-july-global-sales-up-21-8-percent-overseas-shipments-double-8244 nashnova zh-cn 2026-08-01T11:19:23.935Z 比亚迪7月全球销量增21.8%，海外出货翻倍 https://www.nashnova.com/zh/feed/special/s-and-p-500-equal-weight-index-posts-record-outperformance-over-nasdaq-100-in-8243 nashnova zh-cn 2026-08-01T11:14:33.963Z 标普500等权重指数7月创纪录跑赢纳斯达克100 https://www.nashnova.com/zh/feed/special/qatar-lng-tanker-attacked-again-strait-of-hormuz-risk-escalates-8242 nashnova zh-cn 2026-08-01T10:39:42.809Z 卡塔尔LNG油轮再遭袭，霍尔木兹通道风险升级 https://www.nashnova.com/zh/feed/special/nomura-raises-zhongji-innolight-target-price-to-rmb-1-375-8241 nashnova zh-cn 2026-08-01T07:50:10.473Z 野村上调中际旭创目标价至1375元 https://www.nashnova.com/zh/feed/special/macau-july-gaming-revenue-drops-8-4-percent-declining-for-second-consecutive-8240 nashnova zh-cn 2026-08-01T05:37:39.175Z 澳门7月博彩收入跌8.4%，连续两月下滑 https://www.nashnova.com/zh/feed/special/openai-leans-toward-postponing-ipo-to-2027-8239 nashnova zh-cn 2026-08-01T02:38:00.930Z OpenAI倾向推迟IPO至2027年 https://www.nashnova.com/zh/feed/special/cxmts-lpddr6-r-and-d-validation-nearing-completion-8238 nashnova zh-cn 2026-08-01T02:18:17.208Z 长鑫LPDDR6研发验证接近尾声 https://www.nashnova.com/zh/feed/special/chinas-politburo-meeting-maintains-existing-policy-tools-unchanged-8237 nashnova zh-cn 2026-08-01T01:57:17.394Z 中国政治局会议维持现有政策工具不变 https://www.nashnova.com/zh/feed/special/tlt-falls-to-22-year-low-as-hedging-costs-rise-to-five-month-high-8236 nashnova zh-cn 2026-08-01T01:43:02.055Z TLT跌至22年低点，对冲成本升至五个月高位 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-upgrades-south-korean-equities-to-overweight-targeting-36-percent-8279 nashnova zh-tw 2026-08-03T00:10:58.195Z 摩根士丹利上調韓國股市至增持，目標指向36%漲幅 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-u-s-treasury-has-limited-ammunition-for-yen-intervention-8278 nashnova zh-tw 2026-08-03T00:09:43.240Z 摩根大通：美國財政部干預日圓彈藥有限 https://www.nashnova.com/zh-hant/feed/special/toyota-q2-operating-profit-expected-to-decline-for-fifth-consecutive-quarter-8277 nashnova zh-tw 2026-08-02T23:14:33.961Z 豐田Q2營業利潤預計連續第五季下滑 https://www.nashnova.com/zh-hant/feed/special/xpeng-nio-and-li-auto-all-see-july-sales-decline-as-price-war-concerns-intensify-8276 nashnova zh-tw 2026-08-02T23:09:21.312Z 小鵬、蔚來、理想7月銷量齊跌，價格戰憂慮升溫 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https://www.nashnova.com/zh-hant/feed/special/rubin-ultra-downgrade-rumors-hbm4e-demand-under-pressure-memory-stock-valuations-8270 nashnova zh-tw 2026-08-02T17:45:10.163Z Rubin Ultra降規傳聞：HBM4E需求受壓，記憶體股估值重估 https://www.nashnova.com/zh-hant/feed/special/multiple-u-s-states-revoke-data-center-tax-incentives-ai-computing-costs-may-8269 nashnova zh-tw 2026-08-02T17:09:45.067Z 美國多州撤銷數據中心稅收優惠，AI算力成本或增7% https://www.nashnova.com/zh-hant/feed/special/u-s-financial-sector-surges-6-3-percent-in-july-to-record-high-september-rate-8268 nashnova zh-tw 2026-08-02T12:19:51.540Z 美國金融板塊7月漲6.3%創新高，9月加息預期成最大變數 https://www.nashnova.com/zh-hant/feed/special/xing-ziqiang-ai-investment-enters-halftime-a-9-24-style-reversal-is-unlikely-8267 nashnova zh-tw 2026-08-02T12:15:13.546Z 邢自強：AI投資進入半場休息，9·24式反轉暫不會來 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-private-bank-s-and-p-500-to-rise-over-10-percent-in-the-next-year-8266 nashnova zh-tw 2026-08-02T10:45:36.307Z 小摩私人銀行：S&P 500未來一年漲逾10% https://www.nashnova.com/zh-hant/feed/special/two-indicators-signal-ai-capital-spending-boom-may-be-cooling-off-8265 nashnova zh-tw 2026-08-02T10:44:24.181Z 兩項指標發出信號：AI資本開支熱潮或將降溫 https://www.nashnova.com/zh-hant/feed/special/citic-securities-a-share-correction-largely-over-august-recovery-expected-8264 nashnova zh-tw 2026-08-02T10:01:11.542Z 中信證券：A股調整基本結束，8月修復可期 https://www.nashnova.com/zh-hant/feed/special/markets-price-in-september-rate-hike-ahead-of-jackson-hole-as-morgan-stanley-8263 nashnova zh-tw 2026-08-02T09:59:42.942Z 傑克遜霍爾前市場押注9月加息，摩根士丹利警示尾部風險 https://www.nashnova.com/zh-hant/feed/special/us-and-eu-simultaneously-restrict-chinese-solar-inverters-supply-chain-pressure-8262 nashnova zh-tw 2026-08-02T09:04:24.421Z 美歐同步限制中國光伏逆變器，供應鏈壓力上升 https://www.nashnova.com/zh-hant/feed/special/seven-opec-nations-agree-in-principle-to-increase-output-by-188k-bpd-again-in-8261 nashnova zh-tw 2026-08-02T08:59:53.756Z OPEC+七國原則同意9月再增產18.8萬桶/日 https://www.nashnova.com/zh-hant/feed/special/pboc-sets-tone-for-h2-timely-policy-tool-adjustments-to-boost-domestic-demand-8260 nashnova zh-tw 2026-08-02T08:39:47.752Z 央行定調下半年：適時調整工具、加力擴內需 https://www.nashnova.com/zh-hant/feed/special/samsungs-long-term-contracts-cap-downside-but-not-upside-dram-spot-prices-to-8259 nashnova zh-tw 2026-08-02T08:29:58.361Z 三星長協限跌不限漲，DRAM現貨四季度前持續反彈 https://www.nashnova.com/zh-hant/feed/special/memory-etf-sells-samsung-to-buy-changxin-chinese-dram-enters-international-8258 nashnova zh-tw 2026-08-02T06:50:15.925Z 存儲ETF減持三星換倉長鑫，中國DRAM首入國際主流產品 https://www.nashnova.com/zh-hant/feed/special/g10-liquidity-indicator-turns-negative-semiconductor-stocks-may-face-pressure-8257 nashnova zh-tw 2026-08-02T06:49:20.977Z G10流動性指標轉負，半導體股或承壓 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-ai-sector-pullback-is-technical-not-fundamental-8256 nashnova zh-tw 2026-08-02T03:14:57.338Z 摩根士丹利：AI板塊回調是技術面而非基本面 https://www.nashnova.com/zh-hant/feed/special/key-events-next-week-u-s-nonfarm-payrolls-china-cpi-spacexs-first-earnings-8255 nashnova zh-tw 2026-08-02T02:55:08.547Z 下週重磅：美國非農、中國CPI、SpaceX首份財報 https://www.nashnova.com/zh-hant/feed/special/trump-announces-cancellation-of-iran-strike-conditional-on-reaching-a-quick-deal-8254 nashnova zh-tw 2026-08-02T02:44:35.000Z 特朗普宣布取消對伊朗攻擊，條件是快速達成協議 https://www.nashnova.com/zh-hant/feed/special/foreign-investors-single-day-net-buying-of-korean-stocks-hits-record-citi-8253 nashnova zh-tw 2026-08-02T01:49:49.692Z 外資單日淨買入韓股創紀錄，花旗維持KOSPI目標萬點 https://www.nashnova.com/zh-hant/feed/special/north-american-tech-giants-cds-spreads-widen-across-the-board-in-july-as-ai-8252 nashnova zh-tw 2026-08-02T01:24:49.496Z 北美科技巨頭CDS七月全線走闊，AI燒錢引發信用風險重定價 https://www.nashnova.com/zh-hant/feed/special/openais-new-model-astra-solves-10-fields-medal-level-math-problems-8251 nashnova zh-tw 2026-08-02T00:21:34.969Z OpenAI新模型Astra攻克10項菲爾茲獎級數學難題 https://www.nashnova.com/zh-hant/feed/special/csc-ai-computing-hardware-remains-highly-prosperous-software-recovery-signals-8250 nashnova zh-tw 2026-08-02T00:20:07.580Z 中信建投：AI算力硬體高景氣，軟體業績修復信號增多 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-equities-trading-revenue-hits-record-high-in-single-quarter-8249 nashnova zh-tw 2026-08-01T20:24:56.647Z 高盛股票交易收入單季創紀錄，同比飆升72% https://www.nashnova.com/zh-hant/feed/special/asias-ai-computing-expansion-hits-power-bottleneck-8248 nashnova zh-tw 2026-08-01T20:09:37.335Z 亞洲AI算力擴張遭遇電力瓶頸 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-the-most-intense-capital-competition-cycle-in-history-is-here-and-8247 nashnova zh-tw 2026-08-01T18:10:04.142Z 高盛：史上最密集資本爭奪週期來臨，美聯儲只是旁觀者 https://www.nashnova.com/zh-hant/feed/special/south-koreas-nand-export-unit-price-drops-for-first-time-in-nearly-10-months-8246 nashnova zh-tw 2026-08-01T16:09:58.116Z 韓國NAND出口單價近10個月首降，SSD仍強 https://www.nashnova.com/zh-hant/feed/special/the-era-of-ai-agent-attacks-has-arrived-openais-breach-into-hugging-face-8245 nashnova zh-tw 2026-08-01T12:19:38.475Z AI代理攻擊時代到來，OpenAI闖入Hugging Face引發安全警報 https://www.nashnova.com/zh-hant/feed/special/byd-july-global-sales-up-21-8-percent-overseas-shipments-double-8244 nashnova zh-tw 2026-08-01T11:19:23.935Z 比亞迪7月全球銷量增21.8%，海外出貨翻倍 https://www.nashnova.com/zh-hant/feed/special/s-and-p-500-equal-weight-index-posts-record-outperformance-over-nasdaq-100-in-8243 nashnova zh-tw 2026-08-01T11:14:33.963Z 標普500等權重指數7月創紀錄跑贏納斯達克100 https://www.nashnova.com/zh-hant/feed/special/qatar-lng-tanker-attacked-again-strait-of-hormuz-risk-escalates-8242 nashnova zh-tw 2026-08-01T10:39:42.809Z 卡達LNG油輪再遭襲，霍爾木茲通道風險升級 https://www.nashnova.com/zh-hant/feed/special/nomura-raises-zhongji-innolight-target-price-to-rmb-1-375-8241 nashnova zh-tw 2026-08-01T07:50:10.473Z 野村上調中際旭創目標價至1375元 https://www.nashnova.com/zh-hant/feed/special/macau-july-gaming-revenue-drops-8-4-percent-declining-for-second-consecutive-8240 nashnova zh-tw 2026-08-01T05:37:39.175Z 澳門7月博彩收入跌8.4%，連續兩月下滑 https://www.nashnova.com/zh-hant/feed/special/openai-leans-toward-postponing-ipo-to-2027-8239 nashnova zh-tw 2026-08-01T02:38:00.930Z OpenAI傾向推遲IPO至2027年 https://www.nashnova.com/zh-hant/feed/special/cxmts-lpddr6-r-and-d-validation-nearing-completion-8238 nashnova zh-tw 2026-08-01T02:18:17.208Z 長鑫LPDDR6研發驗證接近尾聲 https://www.nashnova.com/zh-hant/feed/special/chinas-politburo-meeting-maintains-existing-policy-tools-unchanged-8237 nashnova zh-tw 2026-08-01T01:57:17.394Z 中國政治局會議維持現有政策工具不變 https://www.nashnova.com/zh-hant/feed/special/tlt-falls-to-22-year-low-as-hedging-costs-rise-to-five-month-high-8236 nashnova zh-tw 2026-08-01T01:43:02.055Z TLT跌至22年低點，對沖成本升至五個月高位