https://www.nashnova.com/feed/special/rise-of-southeast-asian-ai-chip-middlemen-exposes-gray-areas-in-nvidias-export-7151 nashnova en 2026-07-21T05:11:17.161Z Rise of Southeast Asian AI Chip Middlemen Exposes Gray Areas in Nvidia's Export Controls https://www.nashnova.com/feed/special/spacex-decline-fails-to-ripple-through-hk-tech-stocks-as-analysts-point-to-7150 nashnova en 2026-07-21T05:10:32.474Z SpaceX Decline Fails to Ripple Through HK Tech Stocks as Analysts Point to Fundamental Business Model Differences https://www.nashnova.com/feed/special/zeiss-euv-gap-constrains-chinas-chip-catch-up-7149 nashnova en 2026-07-21T04:24:38.274Z ZEISS: EUV Gap Constrains China's Chip Catch-Up https://www.nashnova.com/feed/special/ddr5-spot-prices-hit-all-time-highs-as-chinese-made-chips-narrow-price-gap-7148 nashnova en 2026-07-21T04:23:33.887Z DDR5 Spot Prices Hit All-Time Highs as Chinese-Made Chips Narrow Price Gap https://www.nashnova.com/feed/special/record-biotech-m-and-a-as-patent-cliffs-drive-big-pharma-buying-spree-7147 nashnova en 2026-07-21T04:23:29.297Z Record Biotech M&A as Patent Cliffs Drive Big Pharma Buying Spree https://www.nashnova.com/feed/special/gold-rises-0-9-percent-back-to-4-042-as-u-s-iran-diplomatic-expectations-weigh-7146 nashnova en 2026-07-21T04:22:21.216Z Gold Rises 0.9% Back to $4,042 as U.S.-Iran Diplomatic Expectations Weigh on Oil Prices https://www.nashnova.com/feed/special/china-plans-to-tighten-export-controls-on-ai-models-and-chips-7145 nashnova en 2026-07-21T04:21:54.312Z China Plans to Tighten Export Controls on AI Models and Chips https://www.nashnova.com/feed/special/eu-digital-chief-ai-has-become-a-geopolitical-weapon-7144 nashnova en 2026-07-21T04:21:08.144Z EU Digital Chief: AI Has Become a Geopolitical Weapon https://www.nashnova.com/feed/special/gm-q2-earnings-preview-wall-street-expects-eps-growth-of-over-26-percent-7143 nashnova en 2026-07-21T04:20:36.875Z GM Q2 Earnings Preview: Wall Street Expects EPS Growth of Over 26% https://www.nashnova.com/feed/special/waic-2026-chinas-ai-competition-pivots-toward-low-cost-token-production-7142 nashnova en 2026-07-21T04:02:17.144Z WAIC 2026: China's AI Competition Pivots Toward Low-Cost Token Production https://www.nashnova.com/feed/special/private-fund-aum-rises-for-9-consecutive-months-to-rmb-23-66-trillion-7141 nashnova en 2026-07-21T04:00:50.252Z Private Fund AUM Rises for 9 Consecutive Months to RMB 23.66 Trillion https://www.nashnova.com/feed/special/goldman-sachs-brent-could-break-120-if-hormuz-strait-disruption-persists-7140 nashnova en 2026-07-21T03:55:47.566Z Goldman Sachs: Brent Could Break $120 If Hormuz Strait Disruption Persists https://www.nashnova.com/feed/special/samsung-officially-establishes-rx-robotics-division-led-by-former-boston-7139 nashnova en 2026-07-21T03:35:48.279Z Samsung Officially Establishes RX Robotics Division, Led by Former Boston Dynamics Strategy Executive https://www.nashnova.com/feed/special/chinas-solar-industry-posts-three-consecutive-years-of-losses-sounding-alarm-for-7136 nashnova en 2026-07-21T03:19:55.341Z China's Solar Industry Posts Three Consecutive Years of Losses, Sounding Alarm for Energy Storage and EV Sectors https://www.nashnova.com/feed/special/chinas-ai-supernode-race-shifts-toward-system-integration-and-optical-7138 nashnova en 2026-07-21T03:18:02.801Z China's AI Supernode Race Shifts Toward System Integration and Optical Interconnects https://www.nashnova.com/feed/special/gelsinger-intel-missed-the-gpu-wave-a-taiwan-blockade-would-devastate-the-global-7137 nashnova en 2026-07-21T03:16:16.102Z Gelsinger: Intel Missed the GPU Wave, a Taiwan Blockade Would Devastate the Global Economy https://www.nashnova.com/feed/special/u-s-military-strikes-iran-for-10-consecutive-nights-hormuz-transit-volume-7135 nashnova en 2026-07-21T02:47:06.391Z U.S. Military Strikes Iran for 10 Consecutive Nights; Hormuz Transit Volume Plunges 66% https://www.nashnova.com/feed/special/chip-stock-rebound-drives-asia-pacific-markets-up-over-2-percent-7134 nashnova en 2026-07-21T02:46:48.924Z Chip Stock Rebound Drives Asia-Pacific Markets Up Over 2% https://www.nashnova.com/feed/special/chinas-a-share-three-major-indices-all-drop-over-1-percent-star-50-plunges-over-7133 nashnova en 2026-07-21T02:45:54.540Z China's A-Share Three Major Indices All Drop Over 1%, STAR 50 Plunges Over 3% https://www.nashnova.com/feed/special/hkex-plans-confidential-filing-and-lower-market-cap-threshold-for-startups-7132 nashnova en 2026-07-21T02:45:32.794Z HKEX Plans Confidential Filing and Lower Market Cap Threshold for Startups https://www.nashnova.com/feed/special/national-team-sets-record-buying-star-50-etf-to-stabilize-tech-stocks-7131 nashnova en 2026-07-21T02:30:47.466Z National Team Sets Record Buying STAR 50 ETF to Stabilize Tech Stocks https://www.nashnova.com/feed/special/chinas-state-council-pledges-to-meet-annual-growth-target-accelerates-fiscal-7130 nashnova en 2026-07-21T02:30:29.988Z China's State Council Pledges to Meet Annual Growth Target, Accelerates Fiscal Spending https://www.nashnova.com/feed/special/howell-global-liquidity-momentum-has-peaked-best-window-for-stocks-has-passed-7129 nashnova en 2026-07-21T02:20:53.410Z Howell: Global Liquidity Momentum Has Peaked, Best Window for Stocks Has Passed https://www.nashnova.com/feed/special/samsung-slows-high-na-euv-rollout-prioritizing-profitability-over-capacity-7128 nashnova en 2026-07-21T02:10:58.897Z Samsung Slows High-NA EUV Rollout, Prioritizing Profitability Over Capacity Expansion https://www.nashnova.com/feed/special/wall-street-kimi-k3-reinforces-rather-than-reduces-compute-demand-7127 nashnova en 2026-07-21T01:46:34.698Z Wall Street: Kimi K3 Reinforces Rather Than Reduces Compute Demand https://www.nashnova.com/feed/special/csc-us-tech-bull-market-may-end-by-the-2028-election-7126 nashnova en 2026-07-21T01:41:02.266Z CSC: US Tech Bull Market May End by the 2028 Election https://www.nashnova.com/feed/special/goldman-sachs-warshs-five-working-groups-unlikely-to-push-aggressive-rate-cuts-7125 nashnova en 2026-07-21T01:11:38.894Z Goldman Sachs: Warsh's Five Working Groups Unlikely to Push Aggressive Rate Cuts https://www.nashnova.com/feed/special/nvidia-takes-stake-in-nebius-amid-major-deals-ai-cloud-stocks-surge-7124 nashnova en 2026-07-21T01:11:10.208Z NVIDIA Takes Stake in Nebius Amid Major Deals, AI Cloud Stocks Surge https://www.nashnova.com/feed/special/south-korea-q2-gdp-growth-expected-to-slow-to-0-4-percent-as-weak-domestic-7123 nashnova en 2026-07-21T00:50:55.170Z South Korea Q2 GDP Growth Expected to Slow to 0.4% as Weak Domestic Demand Weighs https://www.nashnova.com/feed/special/london-stock-exchange-plans-to-launch-overnight-trading-in-h1-2027-7122 nashnova en 2026-07-21T00:30:52.128Z London Stock Exchange Plans to Launch Overnight Trading in H1 2027 https://www.nashnova.com/feed/special/cicc-tech-rally-enters-mid-stage-second-half-expected-to-broaden-after-q3-7121 nashnova en 2026-07-21T00:26:34.329Z CICC: Tech Rally Enters Mid-Stage, Second Half Expected to Broaden After Q3 Correction https://www.nashnova.com/feed/special/south-koreas-early-july-exports-hit-record-high-for-the-period-chip-exports-7120 nashnova en 2026-07-21T00:25:36.343Z South Korea's Early July Exports Hit Record High for the Period, Chip Exports Surge Over 180% https://www.nashnova.com/feed/special/lg-energy-solution-accelerates-sodium-ion-push-as-catl-secures-european-order-7119 nashnova en 2026-07-21T00:08:48.599Z LG Energy Solution Accelerates Sodium-Ion Push as CATL Secures European Order First https://www.nashnova.com/feed/special/ddr5-profit-margins-approaching-hbm-levels-as-samsung-and-sk-hynix-shift-7118 nashnova en 2026-07-21T00:08:00.636Z DDR5 Profit Margins Approaching HBM Levels as Samsung and SK Hynix Shift Production Capacity https://www.nashnova.com/feed/special/rising-ai-demand-shifts-plans-for-sk-siltron-sale-7117 nashnova en 2026-07-21T00:07:23.657Z Rising AI Demand Shifts Plans for SK Siltron Sale https://www.nashnova.com/feed/special/taiwans-two-ccl-giants-see-q2-revenue-double-as-ai-server-supply-chain-expected-7116 nashnova en 2026-07-21T00:06:21.731Z Taiwan's Two CCL Giants See Q2 Revenue Double as AI Server Supply Chain Expected to Remain Tight https://www.nashnova.com/feed/special/ubs-predicts-samsung-will-overtake-sk-hynix-in-hbm-market-share-by-2027-7115 nashnova en 2026-07-21T00:05:57.012Z UBS Predicts Samsung Will Overtake SK Hynix in HBM Market Share by 2027 https://www.nashnova.com/feed/special/oracle-faces-7-billion-collateral-requirement-for-wisconsin-data-center-7114 nashnova en 2026-07-20T23:50:38.200Z Oracle Faces $7 Billion Collateral Requirement for Wisconsin Data Center 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https://www.nashnova.com/feed/special/ubs-trading-desk-momentum-stock-selloff-nearing-end-recommends-gradual-buying-7109 nashnova en 2026-07-20T21:45:43.067Z UBS Trading Desk: Momentum Stock Selloff Nearing End, Recommends Gradual Buying https://www.nashnova.com/feed/special/intel-data-center-division-launches-new-round-of-layoffs-7108 nashnova en 2026-07-20T21:40:18.433Z Intel Data Center Division Launches New Round of Layoffs https://www.nashnova.com/feed/special/trump-signs-order-imposing-50-percent-tariffs-on-select-canadian-goods-7107 nashnova en 2026-07-20T21:15:36.051Z Trump Signs Order Imposing 50% Tariffs on Select Canadian Goods https://www.nashnova.com/feed/special/anthropics-1-5-billion-copyright-settlement-receives-final-court-approval-7106 nashnova en 2026-07-20T20:55:37.147Z Anthropic's $1.5 Billion Copyright Settlement Receives Final Court Approval https://www.nashnova.com/feed/special/u-s-aluminum-tariffs-halved-companies-building-plants-in-the-u-s-can-enjoy-a-7105 nashnova en 2026-07-20T20:30:21.238Z U.S. Aluminum Tariffs Halved: Companies Building Plants in the U.S. Can Enjoy a Preferential 25% Tax Rate https://www.nashnova.com/feed/special/trump-signs-order-requiring-defense-contractors-to-map-supply-chains-7104 nashnova en 2026-07-20T20:00:38.047Z Trump Signs Order Requiring Defense Contractors to Map Supply Chains https://www.nashnova.com/feed/special/softening-inflation-lowers-rate-hike-expectations-dollar-weakens-on-the-week-7103 nashnova en 2026-07-20T20:00:21.227Z Softening Inflation Lowers Rate Hike Expectations, Dollar Weakens on the Week https://www.nashnova.com/feed/special/u-s-real-treasury-yields-hit-decade-plus-highs-as-equity-risk-premium-turns-7102 nashnova en 2026-07-20T19:45:45.657Z U.S. Real Treasury Yields Hit Decade-Plus Highs as Equity Risk Premium Turns Negative https://www.nashnova.com/feed/special/qqq-technicals-weaken-as-tech-earnings-week-intensifies-pressure-7101 nashnova en 2026-07-20T18:51:32.132Z QQQ Technicals 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Strait https://www.nashnova.com/feed/special/morgan-stanley-global-macro-cycle-far-from-peaking-7092 nashnova en 2026-07-20T16:30:33.731Z Morgan Stanley: Global Macro Cycle Far from Peaking https://www.nashnova.com/feed/special/netflix-returns-to-bond-market-for-first-time-in-nearly-two-years-7091 nashnova en 2026-07-20T16:25:24.906Z Netflix Returns to Bond Market for First Time in Nearly Two Years https://www.nashnova.com/feed/special/deutsche-bank-predicts-two-fed-rate-hikes-in-2026-7090 nashnova en 2026-07-20T16:25:21.056Z Deutsche Bank Predicts Two Fed Rate Hikes in 2026 https://www.nashnova.com/feed/special/eu-expected-to-meet-1-35-trillion-spending-target-with-the-u-s-7089 nashnova en 2026-07-20T16:16:02.805Z EU Expected to Meet $1.35 Trillion Spending Target with the U.S. https://www.nashnova.com/feed/special/dow-leadership-shifts-toward-healthcare-and-financial-value-stocks-7088 nashnova en 2026-07-20T16:15:24.074Z Dow Leadership Shifts Toward Healthcare and Financial Value Stocks https://www.nashnova.com/feed/special/tencent-eyes-1-1-5-billion-acquisition-of-israeli-game-studio-superplay-7087 nashnova en 2026-07-20T16:05:26.184Z Tencent Eyes $1-1.5 Billion Acquisition of Israeli Game Studio SuperPlay https://www.nashnova.com/feed/special/z-ai-builds-large-scale-ai-training-data-center-using-entirely-domestic-chips-7086 nashnova en 2026-07-20T15:25:53.521Z Z.AI Builds Large-Scale AI Training Data Center Using Entirely Domestic Chips https://www.nashnova.com/feed/special/clsa-ai-disruption-to-saas-is-overestimated-moats-remain-intact-7085 nashnova en 2026-07-20T15:11:52.531Z CLSA: AI Disruption to SaaS Is Overestimated; Moats Remain Intact https://www.nashnova.com/feed/special/blackrock-seeks-over-12-billion-in-debt-financing-for-texas-ai-data-center-7084 nashnova en 2026-07-20T14:57:00.652Z BlackRock Seeks Over $12 Billion in Debt Financing for Texas AI Data Center 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2026-07-20T10:22:14.934Z AliExpress Hit with Record €550M Fine Under EU's DSA https://www.nashnova.com/feed/special/hbm4-competition-shifts-to-thermal-management-as-hybrid-bonding-deferred-to-hbm5-7057 nashnova en 2026-07-20T10:12:57.991Z HBM4 Competition Shifts to Thermal Management as Hybrid Bonding Deferred to HBM5 https://www.nashnova.com/feed/special/chinas-june-youth-unemployment-rate-falls-to-12-month-low-7056 nashnova en 2026-07-20T10:11:39.649Z China's June Youth Unemployment Rate Falls to 12-Month Low https://www.nashnova.com/feed/special/u-s-stock-futures-edge-higher-as-tech-giants-earnings-become-key-validation-7055 nashnova en 2026-07-20T10:03:30.304Z U.S. Stock Futures Edge Higher as Tech Giants' Earnings Become Key Validation Point for Bulls and Bears https://www.nashnova.com/feed/special/citi-the-mag-7-label-is-dead-ai-winners-need-to-be-redefined-7054 nashnova en 2026-07-20T10:02:15.192Z Citi: The Mag 7 Label Is Dead — AI Winners Need to Be Redefined 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盖尔辛格：英特尔错失GPU浪潮，台湾封锁将重创全球经济 https://www.nashnova.com/zh/feed/special/u-s-military-strikes-iran-for-10-consecutive-nights-hormuz-transit-volume-7135 nashnova zh-cn 2026-07-21T02:47:06.391Z 美军连续十夜空袭伊朗，霍尔木兹过境量骤降66% https://www.nashnova.com/zh/feed/special/chip-stock-rebound-drives-asia-pacific-markets-up-over-2-percent-7134 nashnova zh-cn 2026-07-21T02:46:48.924Z 芯片股反弹带动亚太股市涨超2% https://www.nashnova.com/zh/feed/special/chinas-a-share-three-major-indices-all-drop-over-1-percent-star-50-plunges-over-7133 nashnova zh-cn 2026-07-21T02:45:54.540Z A股三大股指均跌超1%，科创50跌超3% https://www.nashnova.com/zh/feed/special/hkex-plans-confidential-filing-and-lower-market-cap-threshold-for-startups-7132 nashnova zh-cn 2026-07-21T02:45:32.794Z 港交所拟推保密申报并下调初创市值门槛 https://www.nashnova.com/zh/feed/special/national-team-sets-record-buying-star-50-etf-to-stabilize-tech-stocks-7131 nashnova zh-cn 2026-07-21T02:30:47.466Z 国家队创纪录买入科创50 ETF护盘科技股 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2026-07-20T16:25:21.056Z 德意志银行预测美联储2026年内加息两次 https://www.nashnova.com/zh/feed/special/eu-expected-to-meet-1-35-trillion-spending-target-with-the-u-s-7089 nashnova zh-cn 2026-07-20T16:16:02.805Z 欧盟预计完成1.35万亿美元对美支出目标 https://www.nashnova.com/zh/feed/special/dow-leadership-shifts-toward-healthcare-and-financial-value-stocks-7088 nashnova zh-cn 2026-07-20T16:15:24.074Z 道指领涨转向医疗与金融价值股 https://www.nashnova.com/zh/feed/special/tencent-eyes-1-1-5-billion-acquisition-of-israeli-game-studio-superplay-7087 nashnova zh-cn 2026-07-20T16:05:26.184Z 腾讯拟10至15亿美元收购以色列游戏商SuperPlay https://www.nashnova.com/zh/feed/special/z-ai-builds-large-scale-ai-training-data-center-using-entirely-domestic-chips-7086 nashnova zh-cn 2026-07-20T15:25:53.521Z Z.AI建成全国产芯片大型AI训练数据中心 https://www.nashnova.com/zh/feed/special/clsa-ai-disruption-to-saas-is-overestimated-moats-remain-intact-7085 nashnova zh-cn 2026-07-20T15:11:52.531Z CLSA：AI冲击SaaS被高估，护城河仍存 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2026-07-20T14:27:17.800Z 阿曼湾船对船石油转运骤降，霍尔木兹日均过境降至两艘 https://www.nashnova.com/zh/feed/special/optical-communication-stocks-rally-as-lumentum-surges-8-percent-in-a-single-day-7078 nashnova zh-cn 2026-07-20T14:22:53.732Z 光通信板块走高，Lumentum单日涨8% https://www.nashnova.com/zh/feed/special/citadel-securities-retail-investors-begin-unwinding-chip-stock-positions-7077 nashnova zh-cn 2026-07-20T14:21:51.740Z Citadel Securities：散户开始减持芯片股 https://www.nashnova.com/zh/feed/special/hut-8-signs-9-8b-lease-deal-lifting-computing-power-stocks-7076 nashnova zh-cn 2026-07-20T13:57:14.159Z Hut 8签98亿美元租约，算力板块联动上涨 https://www.nashnova.com/zh/feed/special/bernstein-ai-cost-concerns-overblown-maintains-outperform-on-tencent-7075 nashnova zh-cn 2026-07-20T13:52:30.501Z 伯恩斯坦：AI成本被过度悲观解读，维持腾讯跑赢大市 https://www.nashnova.com/zh/feed/special/goldman-sachs-hedge-funds-dump-u-s-tech-stocks-at-record-pace-7074 nashnova zh-cn 2026-07-20T13:47:06.639Z 高盛：对冲基金创纪录抛售美国科技股 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