https://www.nashnova.com/feed/special/googles-15-billion-india-ai-data-center-hit-by-environmental-lawsuit-8770 nashnova en 2026-08-06T11:31:03.035Z Google's $15 Billion India AI Data Center Hit by Environmental Lawsuit https://www.nashnova.com/feed/special/datadog-q2-results-beat-expectations-yet-stock-plunges-22-percent-pre-market-8769 nashnova en 2026-08-06T11:29:38.812Z Datadog Q2 Results Beat Expectations, Yet Stock Plunges 22% Pre-Market https://www.nashnova.com/feed/special/abu-dhabi-sovereign-fund-plans-6-3-billion-investment-in-japanese-ai-data-8768 nashnova en 2026-08-06T11:24:37.712Z Abu Dhabi Sovereign Fund Plans $6.3 Billion Investment in Japanese AI Data Centers https://www.nashnova.com/feed/special/unitree-robotics-ipo-priced-at-150-80-yuan-share-a-share-markets-first-humanoid-8767 nashnova en 2026-08-06T11:18:07.941Z Unitree Robotics IPO Priced at 150.80 Yuan/Share, A-Share Market's First Humanoid Robot-Themed Company Set to List https://www.nashnova.com/feed/special/waller-sticks-to-streamlined-communication-strategy-september-rate-hike-8766 nashnova en 2026-08-06T11:16:54.039Z Waller Sticks to Streamlined Communication Strategy, September Rate Hike Probability Around 55% https://www.nashnova.com/feed/special/blackstones-bdc-reports-94-percent-plunge-in-q2-net-income-as-asset-impairments-8765 nashnova en 2026-08-06T11:14:42.808Z Blackstone's BDC Reports 94% Plunge in Q2 Net Income as Asset Impairments Weigh https://www.nashnova.com/feed/special/perpetual-contracts-eye-u-s-stocks-leverage-risks-may-amplify-volatility-8764 nashnova en 2026-08-06T11:04:47.796Z Perpetual Contracts Eye U.S. Stocks: Leverage Risks May Amplify Volatility https://www.nashnova.com/feed/special/ge-weidong-increases-stake-in-gigadevice-to-16-44-million-shares-holding-for-8763 nashnova en 2026-08-06T10:59:31.656Z Ge Weidong Increases Stake in GigaDevice to 16.44 Million Shares, Holding for Over 8 Years https://www.nashnova.com/feed/special/germany-pushes-nagels-candidacy-for-ecb-president-8762 nashnova en 2026-08-06T10:39:52.342Z Germany Pushes Nagel's Candidacy for ECB President https://www.nashnova.com/feed/special/china-purchases-another-800k-tons-of-u-s-soybeans-bringing-2026-27-season-total-8761 nashnova en 2026-08-06T10:09:54.106Z China Purchases Another 800K Tons of U.S. Soybeans, Bringing 2026-27 Season Total to ~6 Million Tons https://www.nashnova.com/feed/special/chinas-cyberspace-administration-launches-cybersecurity-review-of-palo-alto-8760 nashnova en 2026-08-06T09:29:53.088Z China's Cyberspace Administration Launches Cybersecurity Review of Palo Alto Networks https://www.nashnova.com/feed/special/ukrainian-drones-strike-two-major-russian-refineries-yaroslavl-hit-by-largest-8759 nashnova en 2026-08-06T09:15:35.355Z Ukrainian Drones Strike Two Major Russian Refineries; Yaroslavl Hit by Largest-Ever Attack https://www.nashnova.com/feed/special/drc-bans-copper-and-cobalt-concentrate-exports-effective-immediately-8758 nashnova en 2026-08-06T09:14:33.761Z DRC Bans Copper and Cobalt Concentrate Exports, Effective Immediately https://www.nashnova.com/feed/special/amazon-internal-documents-reveal-major-restructuring-of-indiana-ai-data-center-8757 nashnova en 2026-08-06T09:12:26.116Z Amazon Internal Documents Reveal Major Restructuring of Indiana AI Data Center https://www.nashnova.com/feed/special/nasdaq-short-interest-still-elevated-short-covering-rally-may-follow-s-and-ps-8756 nashnova en 2026-08-06T09:11:00.205Z Nasdaq Short Interest Still Elevated — Short Covering Rally May Follow S&P's Record Highs https://www.nashnova.com/feed/special/samsung-electro-mechanics-and-lg-innotek-reportedly-win-tesla-cybercab-camera-8755 nashnova en 2026-08-06T08:11:00.537Z Samsung Electro-Mechanics and LG Innotek Reportedly Win Tesla Cybercab Camera Module Orders https://www.nashnova.com/feed/special/goldman-sachs-rmb-undervalued-by-20-percent-recommends-gradual-appreciation-and-8754 nashnova en 2026-08-06T08:09:30.010Z Goldman Sachs: RMB Undervalued by ~20%, Recommends Gradual Appreciation and Greater Fiscal Stimulus https://www.nashnova.com/feed/special/apple-rushes-to-stockpile-dram-for-iphone-18-with-less-than-six-weeks-until-8753 nashnova en 2026-08-06T07:59:23.274Z Apple Rushes to Stockpile DRAM for iPhone 18 With Less Than Six Weeks Until Launch https://www.nashnova.com/feed/special/saudi-arabia-cuts-crude-prices-for-asia-as-hormuz-strait-navigation-talks-heat-8752 nashnova en 2026-08-06T07:54:50.493Z Saudi Arabia Cuts Crude Prices for Asia as Hormuz Strait Navigation Talks Heat Up https://www.nashnova.com/feed/special/white-house-releases-ai-safety-framework-closed-source-frontier-models-must-8751 nashnova en 2026-08-06T07:49:53.614Z White House Releases AI Safety Framework: Closed-Source Frontier Models Must Undergo Testing, Open-Weight Models Temporarily Exempt https://www.nashnova.com/feed/special/south-koreas-blue-house-responds-to-stock-market-plunge-deflects-accountability-8750 nashnova en 2026-08-06T07:40:40.541Z South Korea's Blue House Responds to Stock Market Plunge: Deflects Accountability, Claims to Be 'Closely Monitoring' the Market https://www.nashnova.com/feed/special/china-mineral-resources-group-asks-some-steel-mills-to-suspend-negotiations-with-8749 nashnova en 2026-08-06T07:19:32.760Z China Mineral Resources Group Asks Some Steel Mills to Suspend Negotiations with Rio Tinto https://www.nashnova.com/feed/special/clsa-u-s-stock-rally-nearing-its-end-emerging-markets-allocation-value-stands-8748 nashnova en 2026-08-06T07:09:38.817Z CLSA: U.S. Stock Rally Nearing Its End, Emerging Markets Allocation Value Stands Out https://www.nashnova.com/feed/special/softbank-q1-net-profit-beats-expectations-as-chip-holdings-gains-offset-vision-8747 nashnova en 2026-08-06T06:56:00.863Z SoftBank Q1 Net Profit Beats Expectations as Chip Holdings Gains Offset Vision Fund Drag https://www.nashnova.com/feed/special/nintendo-q1-net-profit-147-4b-significantly-beats-expectations-driven-by-tariff-8746 nashnova en 2026-08-06T06:54:44.594Z Nintendo Q1 Net Profit ¥147.4B Significantly Beats Expectations, Driven by Tariff Refund and Software Sales https://www.nashnova.com/feed/special/fitch-korean-stock-market-volatility-poses-limited-short-term-credit-risk-but-8745 nashnova en 2026-08-06T06:45:07.849Z Fitch: Korean Stock Market Volatility Poses Limited Short-Term Credit Risk, but Real Estate and Brokerages Warrant Caution https://www.nashnova.com/feed/special/germanys-june-industrial-orders-beat-expectations-with-3-1-percent-growth-but-8744 nashnova en 2026-08-06T06:34:47.219Z Germany's June Industrial Orders Beat Expectations with 3.1% Growth, but Large Orders Mask Weak Demand https://www.nashnova.com/feed/special/metas-new-model-priced-below-deepseek-which-announces-price-hike-on-the-same-day-8743 nashnova en 2026-08-06T06:21:34.450Z Meta's New Model Priced Below DeepSeek, Which Announces Price Hike on the Same Day https://www.nashnova.com/feed/special/openai-seeks-dismissal-of-apple-trade-secret-lawsuit-8742 nashnova en 2026-08-06T06:20:03.355Z OpenAI Seeks Dismissal of Apple Trade Secret Lawsuit https://www.nashnova.com/feed/special/musk-drives-vertical-integration-of-u-s-solar-supply-chain-as-polysilicon-plans-8741 nashnova en 2026-08-06T06:11:15.664Z Musk Drives Vertical Integration of U.S. Solar Supply Chain as Polysilicon Plans Emerge https://www.nashnova.com/feed/special/beijing-unleashes-largest-scale-countermeasures-testing-ceasefire-bottom-line-8740 nashnova en 2026-08-06T06:09:56.808Z Beijing Unleashes Largest-Scale Countermeasures, Testing Ceasefire Bottom Line Ahead of Xi's Visit to the U.S. https://www.nashnova.com/feed/special/nvidia-seeks-ai-base-station-partners-in-china-shenzhen-jiaxian-communication-8739 nashnova en 2026-08-06T06:00:22.519Z Nvidia Seeks AI Base Station Partners in China, Shenzhen Jiaxian Communication Already On Board https://www.nashnova.com/feed/special/is-the-ai-trade-back-retail-dominated-landscape-awaits-validation-after-8738 nashnova en 2026-08-06T05:50:17.665Z Is the AI Trade Back? Retail-Dominated Landscape Awaits Validation After Institutional Rout https://www.nashnova.com/feed/special/berkshire-q2-buybacks-may-reach-11b-dwarfing-q1s-235m-8737 nashnova en 2026-08-06T05:31:17.823Z Berkshire Q2 Buybacks May Reach $11B, Dwarfing Q1's $235M https://www.nashnova.com/feed/special/deutsche-telekom-q2-results-beat-expectations-2026-buyback-raised-to-5-billion-8736 nashnova en 2026-08-06T05:30:12.104Z Deutsche Telekom Q2 Results Beat Expectations, 2026 Buyback Raised to €5 Billion https://www.nashnova.com/feed/special/commerzbank-q2-net-profit-surges-94-percent-yoy-beating-analyst-expectations-8735 nashnova en 2026-08-06T05:29:17.456Z Commerzbank Q2 Net Profit Surges 94% YoY, Beating Analyst Expectations https://www.nashnova.com/feed/special/chinas-july-export-growth-expected-to-slow-to-22-2-percent-trade-surplus-8734 nashnova en 2026-08-06T05:19:38.627Z China's July Export Growth Expected to Slow to 22.2%, Trade Surplus Forecast at $107 Billion https://www.nashnova.com/feed/special/siemens-raises-profit-guidance-for-second-time-this-year-posts-highest-quarterly-8733 nashnova en 2026-08-06T05:14:41.425Z Siemens Raises Profit Guidance for Second Time This Year, Posts Highest Quarterly Industrial Profit in History https://www.nashnova.com/feed/special/indonesia-reportedly-set-to-lift-nickel-ore-quotas-lme-nickel-drops-over-2-8732 nashnova en 2026-08-06T04:49:29.853Z Indonesia Reportedly Set to Lift Nickel Ore Quotas, LME Nickel Drops Over 2% https://www.nashnova.com/feed/special/jpmorgans-dimon-ai-capital-spending-will-ultimately-deliver-returns-8731 nashnova en 2026-08-06T04:41:09.974Z JPMorgan's Dimon: AI Capital Spending Will Ultimately Deliver Returns https://www.nashnova.com/feed/special/sinopec-ramps-up-russian-espo-crude-purchases-to-offset-middle-east-supply-cuts-8730 nashnova en 2026-08-06T04:40:02.404Z Sinopec Ramps Up Russian ESPO Crude Purchases to Offset Middle East Supply Cuts https://www.nashnova.com/feed/special/intel-secures-government-stake-and-nvidia-softbank-capital-injection-as-lip-bu-8729 nashnova en 2026-08-06T04:25:48.010Z Intel Secures Government Stake and Nvidia-SoftBank Capital Injection as Lip-Bu Tan Leads Deep Restructuring https://www.nashnova.com/feed/special/celesticas-3-billion-stock-offering-priced-at-310-shares-drop-12-percent-after-8728 nashnova en 2026-08-06T04:24:32.171Z Celestica's $3 Billion Stock Offering Priced at $310, Shares Drop 12% After Hours https://www.nashnova.com/feed/special/severe-power-fluctuations-in-ai-data-centers-are-destroying-their-own-8727 nashnova en 2026-08-06T04:16:13.636Z Severe Power Fluctuations in AI Data Centers Are Destroying Their Own Infrastructure https://www.nashnova.com/feed/special/chinas-miit-conducts-surprise-inspections-on-five-automakers-over-battery-and-8726 nashnova en 2026-08-06T04:14:54.825Z China's MIIT Conducts Surprise Inspections on Five Automakers Over Battery and Intelligent Driving Safety https://www.nashnova.com/feed/special/citi-global-ai-capex-rises-to-1-2-trillion-market-underestimates-2027-revenue-8725 nashnova en 2026-08-06T03:59:57.183Z Citi: Global AI Capex Rises to $1.2 Trillion, Market Underestimates 2027 Revenue https://www.nashnova.com/feed/special/bnp-paribas-spacexs-aggressive-expansion-may-trigger-gpu-shortage-again-by-2027-8724 nashnova en 2026-08-06T03:39:59.154Z BNP Paribas: SpaceX's Aggressive Expansion May Trigger GPU Shortage Again by 2027, Benefiting CoreWeave and Two Others https://www.nashnova.com/feed/special/south-koreas-industry-minister-chinas-chip-investment-pace-beyond-imagination-8723 nashnova en 2026-08-06T03:34:34.927Z South Korea's Industry Minister: China's Chip Investment Pace Beyond Imagination, Korea Must Accelerate Its Strategy https://www.nashnova.com/feed/special/deepseek-announces-significant-price-hikes-calling-increases-substantial-8722 nashnova en 2026-08-06T03:14:41.846Z DeepSeek Announces Significant Price Hikes, Calling Increases "Substantial" https://www.nashnova.com/feed/special/samsung-4nm-capacity-fully-booked-through-2027-driven-by-nvidia-orders-and-hbm4-8721 nashnova en 2026-08-06T03:10:00.325Z Samsung 4nm Capacity Fully Booked Through 2027, Driven by NVIDIA Orders and HBM4; 5nm Emerges as Alternative https://www.nashnova.com/feed/special/u-s-restricts-exports-of-tungsten-scrap-and-battery-black-mass-invoking-defense-8720 nashnova en 2026-08-06T02:44:38.844Z U.S. Restricts Exports of Tungsten Scrap and Battery Black Mass, Invoking Defense Production Act https://www.nashnova.com/feed/special/first-mrna-flu-vaccine-wins-fda-approval-but-modernas-commercialization-outlook-8719 nashnova en 2026-08-06T02:40:00.165Z First mRNA Flu Vaccine Wins FDA Approval, but Moderna's Commercialization Outlook Remains Uncertain https://www.nashnova.com/feed/special/china-to-tax-offshore-insurance-policies-aia-group-drops-nearly-9-percent-in-8718 nashnova en 2026-08-06T02:04:29.632Z China to Tax Offshore Insurance Policies, AIA Group Drops Nearly 9% in Hong Kong https://www.nashnova.com/feed/special/hang-seng-opens-0-96-percent-lower-gold-stocks-buck-the-trend-with-zijin-mining-8717 nashnova en 2026-08-06T01:49:35.712Z Hang Seng Opens 0.96% Lower; Gold Stocks Buck the Trend with Zijin Mining Surging Over 9% https://www.nashnova.com/feed/special/openai-ai-agents-first-breach-their-own-testing-systems-then-infiltrate-hugging-8716 nashnova en 2026-08-06T01:40:41.651Z OpenAI AI Agents First Breach Their Own Testing Systems, Then Infiltrate Hugging Face https://www.nashnova.com/feed/special/minimax-w-officially-included-in-stock-connect-arr-sprinting-toward-1-billion-8715 nashnova en 2026-08-06T01:39:20.241Z MiniMax-W Officially Included in Stock Connect, ARR Sprinting Toward $1 Billion https://www.nashnova.com/feed/special/ai-chip-exports-drive-south-koreas-current-account-surplus-to-record-highs-for-8714 nashnova en 2026-08-06T01:34:42.237Z AI Chip Exports Drive South Korea's Current Account Surplus to Record Highs for Two Consecutive Months https://www.nashnova.com/feed/special/sk-hynix-plunged-30-percent-to-hit-limit-down-in-pre-market-nextrade-to-8713 nashnova en 2026-08-06T01:24:41.538Z SK Hynix Plunged 30% to Hit Limit Down in Pre-Market; Nextrade to Introduce Circuit Breaker Mechanism https://www.nashnova.com/feed/special/trump-and-waller-in-frequent-contact-central-bank-independence-under-scrutiny-8712 nashnova en 2026-08-06T01:09:59.464Z Trump and Waller in Frequent Contact: Central Bank Independence Under Scrutiny https://www.nashnova.com/feed/special/goldman-sachs-sandisk-and-western-digital-post-strong-results-but-expectations-8711 nashnova en 2026-08-06T01:04:44.145Z Goldman Sachs: SanDisk and Western Digital Post Strong Results but Expectations Were Too High — Shares Likely to Face Pressure https://www.nashnova.com/feed/special/gold-surges-4-2-percent-in-single-day-for-largest-gain-in-five-months-as-triple-8710 nashnova en 2026-08-06T01:00:08.627Z Gold Surges 4.2% in Single Day for Largest Gain in Five Months as Triple Catalysts Converge to Break Consolidation Pattern https://www.nashnova.com/feed/special/japanese-ruling-party-lawmaker-proposes-using-boj-etf-holdings-to-cover-tax-cut-8709 nashnova en 2026-08-06T00:54:44.292Z Japanese Ruling Party Lawmaker Proposes Using BOJ ETF Holdings to Cover Tax Cut Shortfall https://www.nashnova.com/feed/special/south-koreas-ministry-of-finance-probability-of-3-percent-economic-growth-in-8708 nashnova en 2026-08-06T00:39:13.450Z South Korea's Ministry of Finance: Probability of 3% Economic Growth in 2026 Rises Significantly https://www.nashnova.com/feed/special/u-s-plans-to-ban-chinese-optical-transceivers-from-ai-data-centers-zhongji-8707 nashnova en 2026-08-06T00:18:38.327Z U.S. Plans to Ban Chinese Optical Transceivers from AI Data Centers, Zhongji Innolight Takes the Biggest Hit https://www.nashnova.com/feed/special/memory-shortage-drives-up-smartphone-costs-as-chinese-brands-leverage-ai-phones-8706 nashnova en 2026-08-06T00:17:19.131Z Memory Shortage Drives Up Smartphone Costs as Chinese Brands Leverage AI Phones to Counter Weakening Demand https://www.nashnova.com/feed/special/chinese-automakers-profit-margins-drop-to-3-8-percent-as-battery-supply-chain-8705 nashnova en 2026-08-06T00:14:47.207Z Chinese Automakers' Profit Margins Drop to 3.8% as Battery Supply Chain Pricing Power Tilts https://www.nashnova.com/feed/special/guolian-minsheng-u-s-treasury-pricing-framework-shifts-to-fiscal-risk-premium-8704 nashnova en 2026-08-05T23:21:35.885Z Guolian Minsheng: U.S. Treasury Pricing Framework Shifts to Fiscal Risk Premium Dominance https://www.nashnova.com/feed/special/csc-hk-stock-rebound-is-not-a-reversal-bull-market-must-clear-both-earnings-and-8703 nashnova en 2026-08-05T23:20:03.126Z CSC: HK Stock Rebound Is Not a Reversal — Bull Market Must Clear Both Earnings and Liquidity Hurdles https://www.nashnova.com/feed/special/whistleblower-alleges-jpmorgan-denied-over-100-million-in-claims-u-s-prosecutors-8702 nashnova en 2026-08-05T23:14:42.146Z Whistleblower Alleges JPMorgan Denied Over $100 Million in Claims; U.S. Prosecutors Launch Review https://www.nashnova.com/feed/special/prudential-financial-cuts-country-footprint-by-50-percent-targets-750m-in-cost-8701 nashnova en 2026-08-05T22:49:54.185Z Prudential Financial Cuts Country Footprint by ~50%, Targets $750M in Cost Savings by 2028 https://www.nashnova.com/feed/special/u-s-has-refunded-100-billion-in-ieepa-tariffs-critics-say-refunds-go-to-8700 nashnova en 2026-08-05T22:34:53.364Z U.S. Has Refunded ~$100 Billion in IEEPA Tariffs; Critics Say Refunds Go to Businesses, Not Consumers https://www.nashnova.com/feed/special/metas-model-breached-third-party-systems-during-testing-sharing-root-cause-with-8699 nashnova en 2026-08-05T22:31:18.775Z Meta's Model Breached Third-Party Systems During Testing, Sharing Root Cause with Anthropic Incident https://www.nashnova.com/feed/special/western-digitals-long-term-contracts-booked-through-2031-as-ai-drives-structural-8698 nashnova en 2026-08-05T22:29:55.443Z Western Digital's Long-Term Contracts Booked Through 2031 as AI Drives Structural Growth in HDD Demand https://www.nashnova.com/feed/special/etsy-cuts-12-percent-of-workforce-and-approves-2b-buyback-q2-marketplace-gms-up-8697 nashnova en 2026-08-05T22:20:11.521Z Etsy Cuts 12% of Workforce and Approves $2B Buyback; Q2 Marketplace GMS Up 7.5% https://www.nashnova.com/feed/special/jpmorgan-raises-spacex-price-target-to-240-8696 nashnova en 2026-08-05T22:10:28.864Z JPMorgan Raises SpaceX Price Target to $240 https://www.nashnova.com/feed/special/spacex-spent-295-million-on-additional-tesla-megapack-purchases-in-q2-8695 nashnova en 2026-08-05T21:50:23.410Z SpaceX Spent $295 Million on Additional Tesla Megapack Purchases in Q2 https://www.nashnova.com/feed/special/bofa-u-s-july-wages-up-2-percent-yoy-low-income-group-growth-outpaces-high-8694 nashnova en 2026-08-05T21:49:16.237Z BofA: U.S. July Wages Up 2% YoY, Low-Income Group Growth Outpaces High-Income for the First Time https://www.nashnova.com/feed/special/bezos-sells-350-million-in-amazon-stock-in-first-reduction-this-year-8693 nashnova en 2026-08-05T21:39:27.783Z Bezos Sells ~$350 Million in Amazon Stock in First Reduction This Year https://www.nashnova.com/feed/special/dow-rises-263-points-to-hit-24th-record-high-of-the-year-8692 nashnova en 2026-08-05T21:30:37.891Z Dow Rises 263 Points to Hit 24th Record High of the Year https://www.nashnova.com/feed/special/hubspot-full-year-guidance-misses-expectations-stock-drops-over-20-percent-8691 nashnova en 2026-08-05T21:29:17.196Z HubSpot Full-Year Guidance Misses Expectations, Stock Drops Over 20% https://www.nashnova.com/feed/special/ebay-raises-full-year-gmv-guidance-to-12-5-percent-depop-acquisition-completed-8690 nashnova en 2026-08-05T21:21:10.979Z eBay Raises Full-Year GMV Guidance to 12.5%; Depop Acquisition Completed https://www.nashnova.com/feed/special/bofa-raises-yen-forecast-expects-usd-jpy-to-reach-149-by-end-of-2026-8689 nashnova en 2026-08-05T21:19:54.675Z BofA Raises Yen Forecast, Expects USD/JPY to Reach 149 by End of 2026 https://www.nashnova.com/feed/special/ionq-q2-revenue-nearly-quadruples-to-80-1m-raises-full-year-guidance-and-8688 nashnova en 2026-08-05T21:10:57.314Z IonQ Q2 Revenue Nearly Quadruples to $80.1M, Raises Full-Year Guidance and Completes SkyWater Acquisition https://www.nashnova.com/feed/special/carney-seeks-full-tariff-exemption-as-trumps-50-percent-new-tariff-takes-effect-8687 nashnova en 2026-08-05T20:44:52.466Z Carney Seeks Full Tariff Exemption as Trump's 50% New Tariff Takes Effect on August 19 https://www.nashnova.com/feed/special/expedia-q2-revenue-up-14-percent-beating-estimates-on-both-eps-and-revenue-full-8686 nashnova en 2026-08-05T20:41:13.646Z Expedia Q2 Revenue Up 14% Beating Estimates on Both EPS and Revenue, Full-Year Growth Guidance Raised to 9%-10% https://www.nashnova.com/feed/special/sandisk-q4-revenue-nearly-quintuples-beating-expectations-but-mixed-q1-guidance-8685 nashnova en 2026-08-05T20:40:02.582Z SanDisk Q4 Revenue Nearly Quintuples Beating Expectations, but Mixed Q1 Guidance Drags Shares Down Over 3% After Hours https://www.nashnova.com/feed/special/doordash-q2-results-beat-expectations-q3-guidance-above-consensus-8684 nashnova en 2026-08-05T20:32:48.886Z DoorDash Q2 Results Beat Expectations, Q3 Guidance Above Consensus https://www.nashnova.com/feed/special/salesforce-promotes-milanow-to-coo-as-talapragada-departs-8683 nashnova en 2026-08-05T20:31:23.583Z Salesforce Promotes Milanow to COO as Talapragada Departs 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https://www.nashnova.com/zh/feed/special/south-koreas-blue-house-responds-to-stock-market-plunge-deflects-accountability-8750 nashnova zh-cn 2026-08-06T07:40:40.541Z 韩国青瓦台回应股市大跌：拒绝追责，称密切关注市场 https://www.nashnova.com/zh/feed/special/china-mineral-resources-group-asks-some-steel-mills-to-suspend-negotiations-with-8749 nashnova zh-cn 2026-08-06T07:19:32.760Z 中国矿产资源集团要求部分钢厂暂停与力拓谈判 https://www.nashnova.com/zh/feed/special/clsa-u-s-stock-rally-nearing-its-end-emerging-markets-allocation-value-stands-8748 nashnova zh-cn 2026-08-06T07:09:38.817Z 中信里昂：美股上涨进入尾声，新兴市场配置价值凸显 https://www.nashnova.com/zh/feed/special/softbank-q1-net-profit-beats-expectations-as-chip-holdings-gains-offset-vision-8747 nashnova zh-cn 2026-08-06T06:56:00.863Z 软银Q1净利超预期，芯片持仓收益抵消Vision Fund拖累 https://www.nashnova.com/zh/feed/special/nintendo-q1-net-profit-147-4b-significantly-beats-expectations-driven-by-tariff-8746 nashnova zh-cn 2026-08-06T06:54:44.594Z 任天堂Q1净利润¥1474亿大幅超预期，关税退款与软件销售双驱动 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https://www.nashnova.com/zh/feed/special/beijing-unleashes-largest-scale-countermeasures-testing-ceasefire-bottom-line-8740 nashnova zh-cn 2026-08-06T06:09:56.808Z 北京祭出最大规模反制，习近平访美前测试停火底线 https://www.nashnova.com/zh/feed/special/nvidia-seeks-ai-base-station-partners-in-china-shenzhen-jiaxian-communication-8739 nashnova zh-cn 2026-08-06T06:00:22.519Z 英伟达在中国寻找AI基站合作方，深圳佳贤通信已入局 https://www.nashnova.com/zh/feed/special/is-the-ai-trade-back-retail-dominated-landscape-awaits-validation-after-8738 nashnova zh-cn 2026-08-06T05:50:17.665Z AI交易是否回归？机构重创后散户主导格局待验证 https://www.nashnova.com/zh/feed/special/berkshire-q2-buybacks-may-reach-11b-dwarfing-q1s-235m-8737 nashnova zh-cn 2026-08-06T05:31:17.823Z 伯克希尔Q2回购或达110亿美元，远超Q1的2.35亿 https://www.nashnova.com/zh/feed/special/deutsche-telekom-q2-results-beat-expectations-2026-buyback-raised-to-5-billion-8736 nashnova zh-cn 2026-08-06T05:30:12.104Z 德国电信Q2业绩超预期，2026年回购上调至50亿欧元 https://www.nashnova.com/zh/feed/special/commerzbank-q2-net-profit-surges-94-percent-yoy-beating-analyst-expectations-8735 nashnova zh-cn 2026-08-06T05:29:17.456Z 德国商业银行二季度净利润同比增94%，超分析师预期 https://www.nashnova.com/zh/feed/special/chinas-july-export-growth-expected-to-slow-to-22-2-percent-trade-surplus-8734 nashnova zh-cn 2026-08-06T05:19:38.627Z 中国7月出口增速料放缓至22.2%，贸易顺差预计1070亿美元 https://www.nashnova.com/zh/feed/special/siemens-raises-profit-guidance-for-second-time-this-year-posts-highest-quarterly-8733 nashnova zh-cn 2026-08-06T05:14:41.425Z 西门子年内二度上调盈利指引，创史上最高季度工业利润 https://www.nashnova.com/zh/feed/special/indonesia-reportedly-set-to-lift-nickel-ore-quotas-lme-nickel-drops-over-2-8732 nashnova zh-cn 2026-08-06T04:49:29.853Z 印尼传将放开镍矿配额，伦敦镍价跌逾2% https://www.nashnova.com/zh/feed/special/jpmorgans-dimon-ai-capital-spending-will-ultimately-deliver-returns-8731 nashnova zh-cn 2026-08-06T04:41:09.974Z 摩根大通戴蒙：AI资本支出将最终兑现回报 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https://www.nashnova.com/zh/feed/special/citi-global-ai-capex-rises-to-1-2-trillion-market-underestimates-2027-revenue-8725 nashnova zh-cn 2026-08-06T03:59:57.183Z 花旗：全球AI资本开支升至1.2万亿美元，市场低估2027年收入 https://www.nashnova.com/zh/feed/special/bnp-paribas-spacexs-aggressive-expansion-may-trigger-gpu-shortage-again-by-2027-8724 nashnova zh-cn 2026-08-06T03:39:59.154Z 法巴：SpaceX激进扩产或致2027年GPU再度短缺，CoreWeave等三家受益 https://www.nashnova.com/zh/feed/special/south-koreas-industry-minister-chinas-chip-investment-pace-beyond-imagination-8723 nashnova zh-cn 2026-08-06T03:34:34.927Z 韩国产业部长：中国芯片投资速度超乎想象，韩国须加快布局 https://www.nashnova.com/zh/feed/special/deepseek-announces-significant-price-hikes-calling-increases-substantial-8722 nashnova zh-cn 2026-08-06T03:14:41.846Z DeepSeek宣布大幅提价，称涨幅"实质性" https://www.nashnova.com/zh/feed/special/samsung-4nm-capacity-fully-booked-through-2027-driven-by-nvidia-orders-and-hbm4-8721 nashnova zh-cn 2026-08-06T03:10:00.325Z 三星4nm产能满载至2027年，英伟达订单与HBM4驱动，5nm成替代选项 https://www.nashnova.com/zh/feed/special/u-s-restricts-exports-of-tungsten-scrap-and-battery-black-mass-invoking-defense-8720 nashnova zh-cn 2026-08-06T02:44:38.844Z 美国限制钨废料和电池黑块出口，援引国防生产法 https://www.nashnova.com/zh/feed/special/first-mrna-flu-vaccine-wins-fda-approval-but-modernas-commercialization-outlook-8719 nashnova zh-cn 2026-08-06T02:40:00.165Z 首款mRNA流感疫苗获美国食药监局批准，莫德纳商业化前景存变数 https://www.nashnova.com/zh/feed/special/china-to-tax-offshore-insurance-policies-aia-group-drops-nearly-9-percent-in-8718 nashnova zh-cn 2026-08-06T02:04:29.632Z 中国征税离岸保单，友邦保险港股跌近9% https://www.nashnova.com/zh/feed/special/hang-seng-opens-0-96-percent-lower-gold-stocks-buck-the-trend-with-zijin-mining-8717 nashnova zh-cn 2026-08-06T01:49:35.712Z 恒指低开0.96%，黄金股逆势大涨，赤峰黄金涨超9% https://www.nashnova.com/zh/feed/special/openai-ai-agents-first-breach-their-own-testing-systems-then-infiltrate-hugging-8716 nashnova zh-cn 2026-08-06T01:40:41.651Z OpenAI AI智能体先攻破自身测试系统，再入侵Hugging Face 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https://www.nashnova.com/zh/feed/special/gold-surges-4-2-percent-in-single-day-for-largest-gain-in-five-months-as-triple-8710 nashnova zh-cn 2026-08-06T01:00:08.627Z 黄金单日涨4.2%创五个月最大涨幅，三重催化剂共振突破整理形态 https://www.nashnova.com/zh/feed/special/japanese-ruling-party-lawmaker-proposes-using-boj-etf-holdings-to-cover-tax-cut-8709 nashnova zh-cn 2026-08-06T00:54:44.292Z 日本执政党议员提议动用日本央行ETF持仓填补减税缺口 https://www.nashnova.com/zh/feed/special/south-koreas-ministry-of-finance-probability-of-3-percent-economic-growth-in-8708 nashnova zh-cn 2026-08-06T00:39:13.450Z 韩国财政部：2026年经济增长3%概率大幅上升 https://www.nashnova.com/zh/feed/special/u-s-plans-to-ban-chinese-optical-transceivers-from-ai-data-centers-zhongji-8707 nashnova zh-cn 2026-08-06T00:18:38.327Z 美国拟禁中国光模块进入AI数据中心，中际旭创首当其冲 https://www.nashnova.com/zh/feed/special/memory-shortage-drives-up-smartphone-costs-as-chinese-brands-leverage-ai-phones-8706 nashnova zh-cn 2026-08-06T00:17:19.131Z 存储短缺推高手机成本，中国品牌以AI手机应对需求下滑 https://www.nashnova.com/zh/feed/special/chinese-automakers-profit-margins-drop-to-3-8-percent-as-battery-supply-chain-8705 nashnova zh-cn 2026-08-06T00:14:47.207Z 中国车企利润率跌至3.8%，电池供应链定价权失衡 https://www.nashnova.com/zh/feed/special/guolian-minsheng-u-s-treasury-pricing-framework-shifts-to-fiscal-risk-premium-8704 nashnova zh-cn 2026-08-05T23:21:35.885Z 国联民生：美债定价框架转向财政风险溢价主导 https://www.nashnova.com/zh/feed/special/csc-hk-stock-rebound-is-not-a-reversal-bull-market-must-clear-both-earnings-and-8703 nashnova zh-cn 2026-08-05T23:20:03.126Z 中信建投：港股反弹非反转，牛市需跨盈利与流动性两关 https://www.nashnova.com/zh/feed/special/whistleblower-alleges-jpmorgan-denied-over-100-million-in-claims-u-s-prosecutors-8702 nashnova zh-cn 2026-08-05T23:14:42.146Z 举报人指控摩根大通拒赔逾1亿美元，美国检察官已介入审查 https://www.nashnova.com/zh/feed/special/prudential-financial-cuts-country-footprint-by-50-percent-targets-750m-in-cost-8701 nashnova zh-cn 2026-08-05T22:49:54.185Z 保诚金融削减国家布局约50%，2028年目标节支7.5亿美元 https://www.nashnova.com/zh/feed/special/u-s-has-refunded-100-billion-in-ieepa-tariffs-critics-say-refunds-go-to-8700 nashnova zh-cn 2026-08-05T22:34:53.364Z 美国已退还约1000亿美元IEEPA关税，批评指退款流向企业非消费者 https://www.nashnova.com/zh/feed/special/metas-model-breached-third-party-systems-during-testing-sharing-root-cause-with-8699 nashnova zh-cn 2026-08-05T22:31:18.775Z Meta模型测试中入侵第三方系统，与Anthropic事件同源 https://www.nashnova.com/zh/feed/special/western-digitals-long-term-contracts-booked-through-2031-as-ai-drives-structural-8698 nashnova zh-cn 2026-08-05T22:29:55.443Z 西部数据长协订单排至2031年，AI驱动硬盘需求结构性增长 https://www.nashnova.com/zh/feed/special/etsy-cuts-12-percent-of-workforce-and-approves-2b-buyback-q2-marketplace-gms-up-8697 nashnova zh-cn 2026-08-05T22:20:11.521Z Etsy裁员12%并批准20亿美元回购，Q2市场GMS增7.5% https://www.nashnova.com/zh/feed/special/jpmorgan-raises-spacex-price-target-to-240-8696 nashnova zh-cn 2026-08-05T22:10:28.864Z 摩根大通上调SpaceX目标价至240美元 https://www.nashnova.com/zh/feed/special/spacex-spent-295-million-on-additional-tesla-megapack-purchases-in-q2-8695 nashnova zh-cn 2026-08-05T21:50:23.410Z SpaceX二季度斥资2.95亿美元增购特斯拉Megapack https://www.nashnova.com/zh/feed/special/bofa-u-s-july-wages-up-2-percent-yoy-low-income-group-growth-outpaces-high-8694 nashnova zh-cn 2026-08-05T21:49:16.237Z 美银：美国7月薪资同比增2%，低收入群体增速首超高收入 https://www.nashnova.com/zh/feed/special/bezos-sells-350-million-in-amazon-stock-in-first-reduction-this-year-8693 nashnova zh-cn 2026-08-05T21:39:27.783Z 贝索斯今年首次减持亚马逊股票约3.5亿美元 https://www.nashnova.com/zh/feed/special/dow-rises-263-points-to-hit-24th-record-high-of-the-year-8692 nashnova zh-cn 2026-08-05T21:30:37.891Z 道指涨263点创年内第24次历史新高 https://www.nashnova.com/zh/feed/special/hubspot-full-year-guidance-misses-expectations-stock-drops-over-20-percent-8691 nashnova zh-cn 2026-08-05T21:29:17.196Z HubSpot全年指引低于预期，股价跌逾20% https://www.nashnova.com/zh/feed/special/ebay-raises-full-year-gmv-guidance-to-12-5-percent-depop-acquisition-completed-8690 nashnova zh-cn 2026-08-05T21:21:10.979Z eBay上调全年GMV指引至12.5%，Depop收购完成 https://www.nashnova.com/zh/feed/special/bofa-raises-yen-forecast-expects-usd-jpy-to-reach-149-by-end-of-2026-8689 nashnova zh-cn 2026-08-05T21:19:54.675Z 美银上调日元预测，预计2026年底升至149 https://www.nashnova.com/zh/feed/special/ionq-q2-revenue-nearly-quadruples-to-80-1m-raises-full-year-guidance-and-8688 nashnova zh-cn 2026-08-05T21:10:57.314Z IonQ Q2营收近四倍增至8010万美元，上调全年指引并完成SkyWater收购 https://www.nashnova.com/zh/feed/special/carney-seeks-full-tariff-exemption-as-trumps-50-percent-new-tariff-takes-effect-8687 nashnova zh-cn 2026-08-05T20:44:52.466Z 卡尼寻求全面关税豁免，特朗普50%新关税8月19日生效 https://www.nashnova.com/zh/feed/special/expedia-q2-revenue-up-14-percent-beating-estimates-on-both-eps-and-revenue-full-8686 nashnova zh-cn 2026-08-05T20:41:13.646Z Expedia Q2营收增14%双超预期，上调全年增速至9%-10% https://www.nashnova.com/zh/feed/special/sandisk-q4-revenue-nearly-quintuples-beating-expectations-but-mixed-q1-guidance-8685 nashnova zh-cn 2026-08-05T20:40:02.582Z 闪迪Q4营收翻近五倍超预期，混合指引拖累盘后股价跌逾3% https://www.nashnova.com/zh/feed/special/doordash-q2-results-beat-expectations-q3-guidance-above-consensus-8684 nashnova zh-cn 2026-08-05T20:32:48.886Z DoorDash Q2业绩超预期，Q3指引高于市场预期 https://www.nashnova.com/zh/feed/special/salesforce-promotes-milanow-to-coo-as-talapragada-departs-8683 nashnova zh-cn 2026-08-05T20:31:23.583Z Salesforce晋升米拉诺为COO，塔拉普拉加达离职 https://www.nashnova.com/zh/feed/special/figma-raises-2026-revenue-forecast-as-ai-monetization-emerges-but-stock-drops-10-8682 nashnova zh-cn 2026-08-05T20:30:24.834Z Figma上调2026年营收预测，AI变现初显但盘后跌10% https://www.nashnova.com/zh/feed/special/applovin-q2-revenue-growth-of-52-percent-slightly-misses-expectations-q3-8681 nashnova zh-cn 2026-08-05T20:29:23.991Z AppLovin Q2营收52%增速略逊预期，Q3指引中值超20亿美元 https://www.nashnova.com/zh/feed/special/mercadolibre-q2-revenue-surpasses-10-billion-up-50-percent-yoy-marking-fastest-8680 nashnova zh-cn 2026-08-05T20:27:11.713Z MercadoLibre Q2营收破百亿美元，同比增50%创四年最快增速 https://www.nashnova.com/zh/feed/special/dow-hits-third-consecutive-record-close-as-s-and-p-500-and-nasdaq-slip-8679 nashnova zh-cn 2026-08-05T20:25:46.787Z 道指三连创收盘新高，标普500与纳指收跌 https://www.nashnova.com/zh/feed/special/western-digital-q4-revenue-of-3-75b-beats-expectations-stock-drops-11-percent-8678 nashnova zh-cn 2026-08-05T20:24:38.705Z 西部数据Q4营收37.5亿美元超预期，盘后股价跌11% https://www.nashnova.com/zh/feed/special/block-raises-full-year-2026-profit-outlook-as-q2-results-beat-expectations-8677 nashnova zh-cn 2026-08-05T20:17:08.686Z Block上调2026年全年盈利展望，Q2业绩超预期 https://www.nashnova.com/zh/feed/special/fed-governor-cook-ready-to-raise-rates-if-inflation-doesnt-fall-8676 nashnova zh-cn 2026-08-05T20:15:51.575Z 美联储理事库克：通胀不降将准备加息 https://www.nashnova.com/zh/feed/special/honeywell-aerospace-supply-chain-disrupted-full-year-growth-guidance-cut-to-4-8675 nashnova zh-cn 2026-08-05T20:14:55.437Z 霍尼韦尔航空航天供应链受阻，下调全年增长预期至4%-5% https://www.nashnova.com/zh/feed/special/fed-may-cut-number-of-annual-policy-meetings-heightening-market-volatility-8674 nashnova zh-cn 2026-08-05T19:39:45.356Z 美联储或削减年度议息会议次数，市场波动预期升温 https://www.nashnova.com/zh/feed/special/70-percent-of-microsofts-ai-revenue-comes-from-openai-concentration-level-8673 nashnova zh-cn 2026-08-05T18:19:40.026Z 微软AI营收七成来自OpenAI，依赖度首次量化披露 https://www.nashnova.com/zh/feed/special/yen-gains-from-japans-fx-intervention-fall-far-short-of-covering-food-tax-cut-8672 nashnova zh-cn 2026-08-05T17:42:10.394Z 日本外汇干预所得日元难补食品减税缺口 https://www.nashnova.com/zh/feed/special/copper-breaks-14-000-as-u-s-stockpiling-drains-global-inventories-8671 nashnova zh-cn 2026-08-05T17:40:59.729Z 铜价突破14000美元，美国囤货抽干全球库存 https://www.nashnova.com/zh-hant/feed/special/googles-15-billion-india-ai-data-center-hit-by-environmental-lawsuit-8770 nashnova zh-tw 2026-08-06T11:31:03.035Z 谷歌150億美元印度AI數據中心遭環保訴訟 https://www.nashnova.com/zh-hant/feed/special/datadog-q2-results-beat-expectations-yet-stock-plunges-22-percent-pre-market-8769 nashnova zh-tw 2026-08-06T11:29:38.812Z Datadog Q2業績超預期，股價盤前重挫22% https://www.nashnova.com/zh-hant/feed/special/abu-dhabi-sovereign-fund-plans-6-3-billion-investment-in-japanese-ai-data-8768 nashnova zh-tw 2026-08-06T11:24:37.712Z 阿布達比主權基金擬63億美元投資日本AI數據中心 https://www.nashnova.com/zh-hant/feed/special/unitree-robotics-ipo-priced-at-150-80-yuan-share-a-share-markets-first-humanoid-8767 nashnova zh-tw 2026-08-06T11:18:07.941Z 宇樹科技IPO定價150.80元/股，A股首家人形機器人主題公司上市在即 https://www.nashnova.com/zh-hant/feed/special/waller-sticks-to-streamlined-communication-strategy-september-rate-hike-8766 nashnova zh-tw 2026-08-06T11:16:54.039Z 沃什堅持精簡溝通策略，9月加息概率約55% https://www.nashnova.com/zh-hant/feed/special/blackstones-bdc-reports-94-percent-plunge-in-q2-net-income-as-asset-impairments-8765 nashnova zh-tw 2026-08-06T11:14:42.808Z 黑石旗下BDC第二季淨利潤驟降94%，資產減值拖累 https://www.nashnova.com/zh-hant/feed/special/perpetual-contracts-eye-u-s-stocks-leverage-risks-may-amplify-volatility-8764 nashnova zh-tw 2026-08-06T11:04:47.796Z 永續合約進場美股，槓桿風險或放大波動 https://www.nashnova.com/zh-hant/feed/special/ge-weidong-increases-stake-in-gigadevice-to-16-44-million-shares-holding-for-8763 nashnova zh-tw 2026-08-06T10:59:31.656Z 葛衛東增持兆易創新至1644萬股，持股逾8年 https://www.nashnova.com/zh-hant/feed/special/germany-pushes-nagels-candidacy-for-ecb-president-8762 nashnova zh-tw 2026-08-06T10:39:52.342Z 德國推進納格爾競選歐洲央行行長 https://www.nashnova.com/zh-hant/feed/special/china-purchases-another-800k-tons-of-u-s-soybeans-bringing-2026-27-season-total-8761 nashnova zh-tw 2026-08-06T10:09:54.106Z 中國再購80萬噸美國大豆，2026-27季累計約600萬噸 https://www.nashnova.com/zh-hant/feed/special/chinas-cyberspace-administration-launches-cybersecurity-review-of-palo-alto-8760 nashnova zh-tw 2026-08-06T09:29:53.088Z 中國網信辦對派拓網絡啟動網絡安全審查 https://www.nashnova.com/zh-hant/feed/special/ukrainian-drones-strike-two-major-russian-refineries-yaroslavl-hit-by-largest-8759 nashnova zh-tw 2026-08-06T09:15:35.355Z 烏克蘭無人機襲擊俄羅斯兩大煉油廠，雅羅斯拉夫爾遭史上最大規模攻擊 https://www.nashnova.com/zh-hant/feed/special/drc-bans-copper-and-cobalt-concentrate-exports-effective-immediately-8758 nashnova zh-tw 2026-08-06T09:14:33.761Z 剛果金禁止銅鈷精礦出口，立即生效 https://www.nashnova.com/zh-hant/feed/special/amazon-internal-documents-reveal-major-restructuring-of-indiana-ai-data-center-8757 nashnova zh-tw 2026-08-06T09:12:26.116Z 亞馬遜內部文件披露印第安納AI數據中心重大重組 https://www.nashnova.com/zh-hant/feed/special/nasdaq-short-interest-still-elevated-short-covering-rally-may-follow-s-and-ps-8756 nashnova zh-tw 2026-08-06T09:11:00.205Z 納指空頭仍多，平倉行情或接力標普創新高 https://www.nashnova.com/zh-hant/feed/special/samsung-electro-mechanics-and-lg-innotek-reportedly-win-tesla-cybercab-camera-8755 nashnova zh-tw 2026-08-06T08:11:00.537Z 三星電機、LG伊諾特據報獲特斯拉Cybercab攝像頭模組訂單 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-rmb-undervalued-by-20-percent-recommends-gradual-appreciation-and-8754 nashnova zh-tw 2026-08-06T08:09:30.010Z 高盛：人民幣被低估約20%，建議漸進升值並加大財政刺激 https://www.nashnova.com/zh-hant/feed/special/apple-rushes-to-stockpile-dram-for-iphone-18-with-less-than-six-weeks-until-8753 nashnova zh-tw 2026-08-06T07:59:23.274Z 蘋果緊急搶購DRAM備貨iPhone 18，距發布不足六週 https://www.nashnova.com/zh-hant/feed/special/saudi-arabia-cuts-crude-prices-for-asia-as-hormuz-strait-navigation-talks-heat-8752 nashnova zh-tw 2026-08-06T07:54:50.493Z 沙特下調亞洲原油售價，霍爾木茲通航談判升溫 https://www.nashnova.com/zh-hant/feed/special/white-house-releases-ai-safety-framework-closed-source-frontier-models-must-8751 nashnova zh-tw 2026-08-06T07:49:53.614Z 美國白宮出台AI安全框架：閉源前沿模型須送測，開放權重暫豁免 https://www.nashnova.com/zh-hant/feed/special/south-koreas-blue-house-responds-to-stock-market-plunge-deflects-accountability-8750 nashnova zh-tw 2026-08-06T07:40:40.541Z 韓國青瓦台回應股市大跌：拒絕追責，稱密切關注市場 https://www.nashnova.com/zh-hant/feed/special/china-mineral-resources-group-asks-some-steel-mills-to-suspend-negotiations-with-8749 nashnova zh-tw 2026-08-06T07:19:32.760Z 中國礦產資源集團要求部分鋼廠暫停與力拓談判 https://www.nashnova.com/zh-hant/feed/special/clsa-u-s-stock-rally-nearing-its-end-emerging-markets-allocation-value-stands-8748 nashnova zh-tw 2026-08-06T07:09:38.817Z 中信里昂：美股上漲進入尾聲，新興市場配置價值凸顯 https://www.nashnova.com/zh-hant/feed/special/softbank-q1-net-profit-beats-expectations-as-chip-holdings-gains-offset-vision-8747 nashnova zh-tw 2026-08-06T06:56:00.863Z 軟銀Q1淨利超預期，晶片持倉收益抵消Vision Fund拖累 https://www.nashnova.com/zh-hant/feed/special/nintendo-q1-net-profit-147-4b-significantly-beats-expectations-driven-by-tariff-8746 nashnova zh-tw 2026-08-06T06:54:44.594Z 任天堂Q1淨利潤¥1474億大幅超預期，關稅退款與軟體銷售雙驅動 https://www.nashnova.com/zh-hant/feed/special/fitch-korean-stock-market-volatility-poses-limited-short-term-credit-risk-but-8745 nashnova zh-tw 2026-08-06T06:45:07.849Z 惠譽：韓國股市波動短期信用風險有限，房地產與券商需警惕 https://www.nashnova.com/zh-hant/feed/special/germanys-june-industrial-orders-beat-expectations-with-3-1-percent-growth-but-8744 nashnova zh-tw 2026-08-06T06:34:47.219Z 德國6月工業訂單超預期增3.1%，大額訂單掩蓋需求疲軟 https://www.nashnova.com/zh-hant/feed/special/metas-new-model-priced-below-deepseek-which-announces-price-hike-on-the-same-day-8743 nashnova zh-tw 2026-08-06T06:21:34.450Z Meta新模型定價低於DeepSeek，後者同日宣布漲價 https://www.nashnova.com/zh-hant/feed/special/openai-seeks-dismissal-of-apple-trade-secret-lawsuit-8742 nashnova zh-tw 2026-08-06T06:20:03.355Z OpenAI申請駁回蘋果商業秘密訴訟 https://www.nashnova.com/zh-hant/feed/special/musk-drives-vertical-integration-of-u-s-solar-supply-chain-as-polysilicon-plans-8741 nashnova zh-tw 2026-08-06T06:11:15.664Z 馬斯克推動美國太陽能供應鏈垂直整合，多晶矽佈局浮現 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https://www.nashnova.com/zh-hant/feed/special/commerzbank-q2-net-profit-surges-94-percent-yoy-beating-analyst-expectations-8735 nashnova zh-tw 2026-08-06T05:29:17.456Z 德國商業銀行第二季淨利潤年增94%，超分析師預期 https://www.nashnova.com/zh-hant/feed/special/chinas-july-export-growth-expected-to-slow-to-22-2-percent-trade-surplus-8734 nashnova zh-tw 2026-08-06T05:19:38.627Z 中國7月出口增速料放緩至22.2%，貿易順差預計1070億美元 https://www.nashnova.com/zh-hant/feed/special/siemens-raises-profit-guidance-for-second-time-this-year-posts-highest-quarterly-8733 nashnova zh-tw 2026-08-06T05:14:41.425Z 西門子年內二度上調盈利指引，創史上最高季度工業利潤 https://www.nashnova.com/zh-hant/feed/special/indonesia-reportedly-set-to-lift-nickel-ore-quotas-lme-nickel-drops-over-2-8732 nashnova zh-tw 2026-08-06T04:49:29.853Z 印尼傳將放開鎳礦配額，倫敦鎳價跌逾2% https://www.nashnova.com/zh-hant/feed/special/jpmorgans-dimon-ai-capital-spending-will-ultimately-deliver-returns-8731 nashnova zh-tw 2026-08-06T04:41:09.974Z 摩根大通戴蒙：AI資本支出將最終兌現回報 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三星4nm產能滿載至2027年，輝達訂單與HBM4驅動，5nm成替代選項 https://www.nashnova.com/zh-hant/feed/special/u-s-restricts-exports-of-tungsten-scrap-and-battery-black-mass-invoking-defense-8720 nashnova zh-tw 2026-08-06T02:44:38.844Z 美國限制鎢廢料和電池黑塊出口，援引國防生產法 https://www.nashnova.com/zh-hant/feed/special/first-mrna-flu-vaccine-wins-fda-approval-but-modernas-commercialization-outlook-8719 nashnova zh-tw 2026-08-06T02:40:00.165Z 首款mRNA流感疫苗獲美國食藥監局批准，莫德納商業化前景存變數 https://www.nashnova.com/zh-hant/feed/special/china-to-tax-offshore-insurance-policies-aia-group-drops-nearly-9-percent-in-8718 nashnova zh-tw 2026-08-06T02:04:29.632Z 中國徵稅離岸保單，友邦保險港股跌近9% https://www.nashnova.com/zh-hant/feed/special/hang-seng-opens-0-96-percent-lower-gold-stocks-buck-the-trend-with-zijin-mining-8717 nashnova zh-tw 2026-08-06T01:49:35.712Z 恆指低開0.96%，黃金股逆勢大漲，赤峰黃金漲超9% https://www.nashnova.com/zh-hant/feed/special/openai-ai-agents-first-breach-their-own-testing-systems-then-infiltrate-hugging-8716 nashnova zh-tw 2026-08-06T01:40:41.651Z OpenAI 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https://www.nashnova.com/zh-hant/feed/special/gold-surges-4-2-percent-in-single-day-for-largest-gain-in-five-months-as-triple-8710 nashnova zh-tw 2026-08-06T01:00:08.627Z 黃金單日漲4.2%創五個月最大漲幅，三重催化劑共振突破整理形態 https://www.nashnova.com/zh-hant/feed/special/japanese-ruling-party-lawmaker-proposes-using-boj-etf-holdings-to-cover-tax-cut-8709 nashnova zh-tw 2026-08-06T00:54:44.292Z 日本執政黨議員提議動用日本央行ETF持倉填補減稅缺口 https://www.nashnova.com/zh-hant/feed/special/south-koreas-ministry-of-finance-probability-of-3-percent-economic-growth-in-8708 nashnova zh-tw 2026-08-06T00:39:13.450Z 韓國財政部：2026年經濟增長3%概率大幅上升 https://www.nashnova.com/zh-hant/feed/special/u-s-plans-to-ban-chinese-optical-transceivers-from-ai-data-centers-zhongji-8707 nashnova zh-tw 2026-08-06T00:18:38.327Z 美國擬禁中國光模組進入AI資料中心，中際旭創首當其衝 https://www.nashnova.com/zh-hant/feed/special/memory-shortage-drives-up-smartphone-costs-as-chinese-brands-leverage-ai-phones-8706 nashnova zh-tw 2026-08-06T00:17:19.131Z 儲存短缺推高手機成本，中國品牌以AI手機應對需求下滑 https://www.nashnova.com/zh-hant/feed/special/chinese-automakers-profit-margins-drop-to-3-8-percent-as-battery-supply-chain-8705 nashnova zh-tw 2026-08-06T00:14:47.207Z 中國車企利潤率跌至3.8%，電池供應鏈定價權失衡 https://www.nashnova.com/zh-hant/feed/special/guolian-minsheng-u-s-treasury-pricing-framework-shifts-to-fiscal-risk-premium-8704 nashnova zh-tw 2026-08-05T23:21:35.885Z 國聯民生：美債定價框架轉向財政風險溢價主導 https://www.nashnova.com/zh-hant/feed/special/csc-hk-stock-rebound-is-not-a-reversal-bull-market-must-clear-both-earnings-and-8703 nashnova zh-tw 2026-08-05T23:20:03.126Z 中信建投：港股反彈非反轉，牛市需跨盈利與流動性兩關 https://www.nashnova.com/zh-hant/feed/special/whistleblower-alleges-jpmorgan-denied-over-100-million-in-claims-u-s-prosecutors-8702 nashnova zh-tw 2026-08-05T23:14:42.146Z 舉報人指控摩根大通拒賠逾1億美元，美國檢察官已介入審查 https://www.nashnova.com/zh-hant/feed/special/prudential-financial-cuts-country-footprint-by-50-percent-targets-750m-in-cost-8701 nashnova zh-tw 2026-08-05T22:49:54.185Z 保誠金融削減國家佈局約50%，2028年目標節支7.5億美元 https://www.nashnova.com/zh-hant/feed/special/u-s-has-refunded-100-billion-in-ieepa-tariffs-critics-say-refunds-go-to-8700 nashnova zh-tw 2026-08-05T22:34:53.364Z 美國已退還約1000億美元IEEPA關稅，批評指退款流向企業非消費者 https://www.nashnova.com/zh-hant/feed/special/metas-model-breached-third-party-systems-during-testing-sharing-root-cause-with-8699 nashnova zh-tw 2026-08-05T22:31:18.775Z Meta模型測試中入侵第三方系統，與Anthropic事件同源 https://www.nashnova.com/zh-hant/feed/special/western-digitals-long-term-contracts-booked-through-2031-as-ai-drives-structural-8698 nashnova zh-tw 2026-08-05T22:29:55.443Z 西部數據長協訂單排至2031年，AI驅動硬碟需求結構性增長 https://www.nashnova.com/zh-hant/feed/special/etsy-cuts-12-percent-of-workforce-and-approves-2b-buyback-q2-marketplace-gms-up-8697 nashnova zh-tw 2026-08-05T22:20:11.521Z Etsy裁員12%並批准20億美元回購，Q2市場GMS增7.5% https://www.nashnova.com/zh-hant/feed/special/jpmorgan-raises-spacex-price-target-to-240-8696 nashnova zh-tw 2026-08-05T22:10:28.864Z 摩根大通上調SpaceX目標價至240美元 https://www.nashnova.com/zh-hant/feed/special/spacex-spent-295-million-on-additional-tesla-megapack-purchases-in-q2-8695 nashnova zh-tw 2026-08-05T21:50:23.410Z SpaceX二季度斥資2.95億美元增購特斯拉Megapack https://www.nashnova.com/zh-hant/feed/special/bofa-u-s-july-wages-up-2-percent-yoy-low-income-group-growth-outpaces-high-8694 nashnova zh-tw 2026-08-05T21:49:16.237Z 美銀：美國7月薪資同比增2%，低收入群體增速首超高收入 https://www.nashnova.com/zh-hant/feed/special/bezos-sells-350-million-in-amazon-stock-in-first-reduction-this-year-8693 nashnova zh-tw 2026-08-05T21:39:27.783Z 貝索斯今年首次減持亞馬遜股票約3.5億美元 https://www.nashnova.com/zh-hant/feed/special/dow-rises-263-points-to-hit-24th-record-high-of-the-year-8692 nashnova zh-tw 2026-08-05T21:30:37.891Z 道指漲263點創年內第24次歷史新高 https://www.nashnova.com/zh-hant/feed/special/hubspot-full-year-guidance-misses-expectations-stock-drops-over-20-percent-8691 nashnova zh-tw 2026-08-05T21:29:17.196Z HubSpot全年指引低於預期，股價跌逾20% https://www.nashnova.com/zh-hant/feed/special/ebay-raises-full-year-gmv-guidance-to-12-5-percent-depop-acquisition-completed-8690 nashnova zh-tw 2026-08-05T21:21:10.979Z eBay上調全年GMV指引至12.5%，Depop收購完成 https://www.nashnova.com/zh-hant/feed/special/bofa-raises-yen-forecast-expects-usd-jpy-to-reach-149-by-end-of-2026-8689 nashnova zh-tw 2026-08-05T21:19:54.675Z 美銀上調日圓預測，預計2026年底升至149 https://www.nashnova.com/zh-hant/feed/special/ionq-q2-revenue-nearly-quadruples-to-80-1m-raises-full-year-guidance-and-8688 nashnova zh-tw 2026-08-05T21:10:57.314Z IonQ Q2營收近四倍增至8010萬美元，上調全年指引並完成SkyWater收購 https://www.nashnova.com/zh-hant/feed/special/carney-seeks-full-tariff-exemption-as-trumps-50-percent-new-tariff-takes-effect-8687 nashnova zh-tw 2026-08-05T20:44:52.466Z 卡尼尋求全面關稅豁免，特朗普50%新關稅8月19日生效 https://www.nashnova.com/zh-hant/feed/special/expedia-q2-revenue-up-14-percent-beating-estimates-on-both-eps-and-revenue-full-8686 nashnova zh-tw 2026-08-05T20:41:13.646Z Expedia Q2營收增14%雙超預期，上調全年增速至9%-10% https://www.nashnova.com/zh-hant/feed/special/sandisk-q4-revenue-nearly-quintuples-beating-expectations-but-mixed-q1-guidance-8685 nashnova zh-tw 2026-08-05T20:40:02.582Z 閃迪Q4營收翻近五倍超預期，混合指引拖累盤後股價跌逾3% https://www.nashnova.com/zh-hant/feed/special/doordash-q2-results-beat-expectations-q3-guidance-above-consensus-8684 nashnova zh-tw 2026-08-05T20:32:48.886Z DoorDash Q2業績超預期，Q3指引高於市場預期 https://www.nashnova.com/zh-hant/feed/special/salesforce-promotes-milanow-to-coo-as-talapragada-departs-8683 nashnova zh-tw 2026-08-05T20:31:23.583Z Salesforce晉升米拉諾為COO，塔拉普拉加達離職 https://www.nashnova.com/zh-hant/feed/special/figma-raises-2026-revenue-forecast-as-ai-monetization-emerges-but-stock-drops-10-8682 nashnova zh-tw 2026-08-05T20:30:24.834Z Figma上調2026年營收預測，AI變現初顯但盤後跌10% https://www.nashnova.com/zh-hant/feed/special/applovin-q2-revenue-growth-of-52-percent-slightly-misses-expectations-q3-8681 nashnova zh-tw 2026-08-05T20:29:23.991Z AppLovin Q2營收52%增速略遜預期，Q3指引中值超20億美元 https://www.nashnova.com/zh-hant/feed/special/mercadolibre-q2-revenue-surpasses-10-billion-up-50-percent-yoy-marking-fastest-8680 nashnova zh-tw 2026-08-05T20:27:11.713Z MercadoLibre Q2營收破百億美元，同比增50%創四年最快增速 https://www.nashnova.com/zh-hant/feed/special/dow-hits-third-consecutive-record-close-as-s-and-p-500-and-nasdaq-slip-8679 nashnova zh-tw 2026-08-05T20:25:46.787Z 道指三連創收盤新高，標普500與納指收跌 https://www.nashnova.com/zh-hant/feed/special/western-digital-q4-revenue-of-3-75b-beats-expectations-stock-drops-11-percent-8678 nashnova zh-tw 2026-08-05T20:24:38.705Z 西部數據Q4營收37.5億美元超預期，盤後股價跌11% https://www.nashnova.com/zh-hant/feed/special/block-raises-full-year-2026-profit-outlook-as-q2-results-beat-expectations-8677 nashnova zh-tw 2026-08-05T20:17:08.686Z Block上調2026年全年盈利展望，Q2業績超預期 https://www.nashnova.com/zh-hant/feed/special/fed-governor-cook-ready-to-raise-rates-if-inflation-doesnt-fall-8676 nashnova zh-tw 2026-08-05T20:15:51.575Z 美聯儲理事庫克：通膨不降將準備加息 https://www.nashnova.com/zh-hant/feed/special/honeywell-aerospace-supply-chain-disrupted-full-year-growth-guidance-cut-to-4-8675 nashnova zh-tw 2026-08-05T20:14:55.437Z 霍尼韋爾航空航天供應鏈受阻，下調全年增長預期至4%-5% https://www.nashnova.com/zh-hant/feed/special/fed-may-cut-number-of-annual-policy-meetings-heightening-market-volatility-8674 nashnova zh-tw 2026-08-05T19:39:45.356Z 美聯儲或削減年度議息會議次數，市場波動預期升溫 https://www.nashnova.com/zh-hant/feed/special/70-percent-of-microsofts-ai-revenue-comes-from-openai-concentration-level-8673 nashnova zh-tw 2026-08-05T18:19:40.026Z 微軟AI營收七成來自OpenAI，依賴度首次量化披露 https://www.nashnova.com/zh-hant/feed/special/yen-gains-from-japans-fx-intervention-fall-far-short-of-covering-food-tax-cut-8672 nashnova zh-tw 2026-08-05T17:42:10.394Z 日本外匯干預所得日圓難補食品減稅缺口 https://www.nashnova.com/zh-hant/feed/special/copper-breaks-14-000-as-u-s-stockpiling-drains-global-inventories-8671 nashnova zh-tw 2026-08-05T17:40:59.729Z 銅價突破14000美元，美國囤貨抽乾全球庫存