https://www.nashnova.com/feed/special/usda-cuts-u-s-corn-yield-estimate-futures-surge-over-4-percent-in-a-single-day-9356 nashnova en 2026-08-12T17:25:15.042Z USDA Cuts U.S. Corn Yield Estimate, Futures Surge Over 4% in a Single Day https://www.nashnova.com/feed/special/susquehanna-nvidia-gb300-shipments-to-keep-climbing-demand-holds-strong-ahead-of-9355 nashnova en 2026-08-12T16:59:40.384Z Susquehanna: NVIDIA GB300 Shipments to Keep Climbing, Demand Holds Strong Ahead of Vera Rubin Launch https://www.nashnova.com/feed/special/strait-of-hormuz-shipping-volume-drops-to-three-month-low-as-u-s-iran-deal-9354 nashnova en 2026-08-12T16:55:19.484Z Strait of Hormuz Shipping Volume Drops to Three-Month Low as U.S.-Iran Deal Prospects Remain Uncertain https://www.nashnova.com/feed/special/c919-completes-first-international-commercial-flight-but-lack-of-eu-and-us-9353 nashnova en 2026-08-12T16:35:32.369Z C919 Completes First International Commercial Flight, but Lack of EU and US Certification Still Constrains Global Expansion https://www.nashnova.com/feed/special/goldman-sachs-ai-investment-crowding-out-effect-exists-but-is-limited-9352 nashnova en 2026-08-12T16:30:46.111Z Goldman Sachs: AI Investment Crowding-Out Effect Exists but Is Limited https://www.nashnova.com/feed/special/tesla-plans-10-1-billion-solar-factory-in-texas-9351 nashnova en 2026-08-12T16:29:53.737Z Tesla Plans $10.1 Billion Solar Factory in Texas https://www.nashnova.com/feed/special/burrys-warning-us-stock-low-volatility-hits-30-year-record-advises-staying-away-9350 nashnova en 2026-08-12T16:24:53.191Z Burry's Warning: US Stock Low Volatility Hits 30-Year Record, Advises Staying Away from Leverage https://www.nashnova.com/feed/special/bank-of-america-to-acquire-up-to-49-9-percent-stake-in-jio-credit-for-1-9-9349 nashnova en 2026-08-12T16:15:39.939Z Bank of America to Acquire Up to 49.9% Stake in Jio Credit for $1.9 Billion https://www.nashnova.com/feed/special/deepseek-api-adds-new-deepseek-v4-pro-0813-model-9348 nashnova en 2026-08-12T15:59:43.723Z DeepSeek API Adds New DeepSeek-V4-Pro-0813 Model https://www.nashnova.com/feed/special/blackstone-reportedly-abandons-3-billion-mortgage-fund-debt-financing-plan-9347 nashnova en 2026-08-12T15:55:05.840Z Blackstone Reportedly Abandons $3 Billion Mortgage Fund Debt Financing Plan https://www.nashnova.com/feed/special/switzerland-launches-banking-regulatory-reform-consultation-ubs-capital-9346 nashnova en 2026-08-12T15:40:17.557Z Switzerland Launches Banking Regulatory Reform Consultation; UBS Capital Requirement Vote Postponed https://www.nashnova.com/feed/special/global-equities-show-technical-strength-as-over-80-percent-of-country-etfs-trade-9345 nashnova en 2026-08-12T15:19:34.991Z Global Equities Show Technical Strength as Over 80% of Country ETFs Trade Above 50-Day Moving Average https://www.nashnova.com/feed/special/u-s-crude-inventories-surge-by-17-4-million-barrels-in-a-single-week-wti-falls-9344 nashnova en 2026-08-12T14:50:31.011Z U.S. Crude Inventories Surge by 17.4 Million Barrels in a Single Week, WTI Falls Below $83 https://www.nashnova.com/feed/special/u-s-allocates-50-million-to-build-ai-powered-rapid-cargo-clearance-platform-in-9343 nashnova en 2026-08-12T14:35:00.240Z U.S. Allocates $50 Million to Build AI-Powered Rapid Cargo Clearance Platform in Panama https://www.nashnova.com/feed/special/jpmorgan-fed-should-hold-rates-steady-teflon-inflation-wont-last-9342 nashnova en 2026-08-12T14:15:09.696Z JPMorgan: Fed Should Hold Rates Steady, "Teflon Inflation" Won't Last https://www.nashnova.com/feed/special/applied-materials-q3-earnings-on-deck-wall-street-expects-36-7-percent-eps-9341 nashnova en 2026-08-12T14:09:36.123Z Applied Materials Q3 Earnings on Deck: Wall Street Expects 36.7% EPS Growth https://www.nashnova.com/feed/special/ecb-inclined-to-approve-unicredits-acquisition-of-commerzbank-9340 nashnova en 2026-08-12T13:57:34.907Z ECB Inclined to Approve UniCredit's Acquisition of Commerzbank https://www.nashnova.com/feed/special/black-sea-tanker-freight-rates-hit-record-highs-as-kazakhstans-cpc-crude-9339 nashnova en 2026-08-12T13:56:24.169Z Black Sea Tanker Freight Rates Hit Record Highs as Kazakhstan's CPC Crude Discount Widens https://www.nashnova.com/feed/special/russias-july-crude-output-falls-nearly-1-million-barrels-per-day-below-opec-9338 nashnova en 2026-08-12T13:55:09.543Z Russia's July Crude Output Falls Nearly 1 Million Barrels Per Day Below OPEC+ Quota https://www.nashnova.com/feed/special/anchorpoint-launches-hkd-stablecoin-hkdap-hashkey-completes-first-minting-9337 nashnova en 2026-08-12T13:25:22.557Z Anchorpoint Launches HKD Stablecoin HKDAP, HashKey Completes First Minting https://www.nashnova.com/feed/special/akesos-ivonescimab-approved-for-third-indication-first-line-treatment-of-9336 nashnova en 2026-08-12T13:15:25.023Z Akeso's Ivonescimab Approved for Third Indication: First-Line Treatment of Advanced Squamous Non-Small Cell Lung Cancer https://www.nashnova.com/feed/special/nvidia-rubin-ultra-nvl576-architecture-revealed-supply-chain-implications-emerge-9335 nashnova en 2026-08-12T12:56:25.529Z NVIDIA Rubin Ultra NVL576 Architecture Revealed, Supply Chain Implications Emerge https://www.nashnova.com/feed/special/hormuz-blockade-drives-em-corporate-bonds-to-outperform-u-s-peers-9334 nashnova en 2026-08-12T12:55:03.092Z Hormuz Blockade Drives EM Corporate Bonds to Outperform U.S. Peers https://www.nashnova.com/feed/special/opec-cuts-2025-demand-growth-forecast-again-to-580k-bpd-widening-gap-with-iea-9333 nashnova en 2026-08-12T12:49:55.829Z OPEC Cuts 2025 Demand Growth Forecast Again to 580K bpd, Widening Gap with IEA https://www.nashnova.com/feed/special/burry-slams-nvidias-50b-ai-financing-a-2008-style-wall-street-trick-9332 nashnova en 2026-08-12T12:46:25.609Z Burry Slams Nvidia's $50B AI Financing: A 2008-Style Wall Street Trick https://www.nashnova.com/feed/special/ubs-deleveraging-in-chinas-ai-tech-stocks-nearing-end-valuations-retreating-to-9331 nashnova en 2026-08-12T12:45:01.596Z UBS: Deleveraging in China's AI Tech Stocks Nearing End, Valuations Retreating to Historical Averages https://www.nashnova.com/feed/special/chip-stocks-surge-on-strong-earnings-as-palantir-and-other-software-names-slide-9330 nashnova en 2026-08-12T12:39:53.242Z Chip Stocks Surge on Strong Earnings as Palantir and Other Software Names Slide Pre-Market https://www.nashnova.com/feed/special/apple-ios-27-beta-leak-ai-features-to-be-tied-to-icloud-subscription-plans-9329 nashnova en 2026-08-12T12:31:07.802Z Apple iOS 27 Beta Leak: AI Features to Be Tied to iCloud+ Subscription Plans https://www.nashnova.com/feed/special/saudi-arabias-july-crude-output-rebounds-by-over-1-million-bpd-still-below-pre-9328 nashnova en 2026-08-12T12:19:50.754Z Saudi Arabia's July Crude Output Rebounds by Over 1 Million bpd, Still Below Pre-Conflict Levels https://www.nashnova.com/feed/special/goldman-sachs-acquires-etf-provider-neos-for-2-3-billion-expanding-etf-aum-to-9327 nashnova en 2026-08-12T12:05:03.149Z Goldman Sachs Acquires ETF Provider Neos for $2.3 Billion, Expanding ETF AUM to $130 Billion https://www.nashnova.com/feed/special/coreweave-surges-over-18-percent-pre-market-super-micro-and-nvidia-rally-in-9326 nashnova en 2026-08-12T11:56:25.154Z CoreWeave Surges Over 18% Pre-Market; Super Micro and Nvidia Rally in Tandem https://www.nashnova.com/feed/special/nebius-q2-revenue-hits-582m-with-454-percent-yoy-growth-shares-up-13-percent-9325 nashnova en 2026-08-12T11:54:55.585Z Nebius Q2 Revenue Hits $582M with 454% YoY Growth, Shares Up 13% Premarket https://www.nashnova.com/feed/special/traders-cloud-provider-defaults-could-mark-the-starting-point-of-ai-bubble-burst-9324 nashnova en 2026-08-12T11:50:14.323Z Traders: Cloud Provider Defaults Could Mark the Starting Point of AI Bubble Burst https://www.nashnova.com/feed/special/jpmorgan-funds-rotate-back-into-gold-and-copper-metals-net-longs-rise-nearly-20-9323 nashnova en 2026-08-12T11:40:53.321Z JPMorgan: Funds Rotate Back into Gold and Copper, Metals Net Longs Rise Nearly $20 Billion https://www.nashnova.com/feed/special/hkex-becomes-the-worlds-largest-mining-ipo-fundraising-market-in-2025-9322 nashnova en 2026-08-12T11:30:24.708Z HKEX Becomes the World's Largest Mining IPO Fundraising Market in 2025 https://www.nashnova.com/feed/special/ai-capex-boosts-optical-stocks-some-surge-over-70-percent-in-nine-days-9321 nashnova en 2026-08-12T11:22:53.423Z AI Capex Boosts Optical Stocks, Some Surge Over 70% in Nine Days https://www.nashnova.com/feed/special/ai-computing-expansion-fuels-inflation-putting-the-fed-in-a-policy-dilemma-9320 nashnova en 2026-08-12T11:21:29.620Z AI Computing Expansion Fuels Inflation, Putting the Fed in a Policy Dilemma https://www.nashnova.com/feed/special/citadel-securities-leverage-reset-is-over-re-leveraging-may-be-ahead-9319 nashnova en 2026-08-12T11:11:10.423Z Citadel Securities: Leverage Reset Is Over, Re-Leveraging May Be Ahead https://www.nashnova.com/feed/special/at-and-t-bets-on-open-source-ai-targeting-70-percent-80-percent-adoption-9318 nashnova en 2026-08-12T11:10:07.801Z AT&T Bets on Open-Source AI, Targeting 70%-80% Adoption https://www.nashnova.com/feed/special/goldman-derivatives-trader-ai-trade-momentum-fading-spx-may-be-range-bound-9317 nashnova en 2026-08-12T11:05:15.377Z Goldman Derivatives Trader: AI Trade Momentum Fading, SPX May Be Range-Bound https://www.nashnova.com/feed/special/samsung-adopts-claude-compressing-chip-verification-from-one-month-to-two-days-9316 nashnova en 2026-08-12T10:46:45.857Z Samsung Adopts Claude, Compressing Chip Verification from One Month to Two Days https://www.nashnova.com/feed/special/asian-chip-stocks-lead-gains-as-em-equity-index-rises-1-1-percent-9315 nashnova en 2026-08-12T10:45:32.869Z Asian Chip Stocks Lead Gains as EM Equity Index Rises 1.1% https://www.nashnova.com/feed/special/pboc-releases-q2-2026-monetary-policy-implementation-report-9314 nashnova en 2026-08-12T10:39:59.106Z PBOC Releases Q2 2026 Monetary Policy Implementation Report https://www.nashnova.com/feed/special/u-s-july-cpi-due-today-stock-futures-rise-as-september-rate-hike-odds-stand-at-9313 nashnova en 2026-08-12T10:35:38.359Z U.S. July CPI Due Today, Stock Futures Rise as September Rate Hike Odds Stand at 50-50 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https://www.nashnova.com/feed/special/worlds-largest-non-chinese-alumina-refinery-hit-by-natural-gas-disruption-50-9308 nashnova en 2026-08-12T09:55:07.323Z World's Largest Non-Chinese Alumina Refinery Hit by Natural Gas Disruption, 50% Output Cut Pushes Aluminum Prices to Seven-Week High https://www.nashnova.com/feed/special/eli-lilly-files-six-lawsuits-over-black-market-sales-of-retatrutide-9307 nashnova en 2026-08-12T09:50:06.149Z Eli Lilly Files Six Lawsuits Over Black Market Sales of Retatrutide https://www.nashnova.com/feed/special/fidelity-ethereum-etf-proposes-adding-staking-feature-with-quarterly-dividends-9306 nashnova en 2026-08-12T09:45:03.008Z Fidelity Ethereum ETF Proposes Adding Staking Feature with Quarterly Dividends https://www.nashnova.com/feed/special/xpeng-g9l-pre-sale-starts-at-258-000-yuan-targeting-large-five-seat-family-suv-9305 nashnova en 2026-08-12T09:24:55.055Z XPENG G9L Pre-Sale Starts at 258,000 Yuan, Targeting Large Five-Seat Family SUV Segment https://www.nashnova.com/feed/special/yen-intervention-spillover-effects-intensify-rmb-appreciation-pressure-9304 nashnova en 2026-08-12T09:20:14.604Z Yen Intervention Spillover Effects Intensify RMB Appreciation Pressure https://www.nashnova.com/feed/special/nvidia-fortifies-ai-chip-ecosystem-with-cash-moat-9303 nashnova en 2026-08-12T09:11:35.171Z Nvidia Fortifies AI Chip Ecosystem with Cash Moat https://www.nashnova.com/feed/special/bank-of-america-launches-250-billion-critical-infrastructure-financing-9302 nashnova en 2026-08-12T09:10:22.878Z Bank of America Launches $250 Billion Critical Infrastructure Financing Initiative https://www.nashnova.com/feed/special/listed-miners-sold-28-000-btc-year-to-date-adding-1-78-billion-in-selling-9301 nashnova en 2026-08-12T09:05:13.405Z Listed Miners Sold 28,000 BTC Year-to-Date, Adding $1.78 Billion in Selling Pressure to Bitcoin Market https://www.nashnova.com/feed/special/tencent-q2-revenue-beats-expectations-at-rmb-204-79-billion-net-profit-of-rmb-56-9300 nashnova en 2026-08-12T08:39:54.027Z Tencent Q2 Revenue Beats Expectations at RMB 204.79 Billion, Net Profit of RMB 56.02 Billion Misses Estimates https://www.nashnova.com/feed/special/ukrainian-drone-strike-on-novorossiysk-halts-two-major-russian-grain-terminals-9299 nashnova en 2026-08-12T08:34:51.260Z Ukrainian Drone Strike on Novorossiysk Halts Two Major Russian Grain Terminals https://www.nashnova.com/feed/special/hedge-funds-ramped-up-short-bets-on-ai-stocks-in-july-as-chip-sector-suffered-9298 nashnova en 2026-08-12T08:20:12.023Z Hedge Funds Ramped Up Short Bets on AI Stocks in July as Chip Sector Suffered Worst Monthly Drop Since 2008 https://www.nashnova.com/feed/special/amd-agentic-ai-will-drive-cpu-to-gpu-ratio-toward-1-1-9297 nashnova en 2026-08-12T08:16:33.532Z AMD: Agentic AI Will Drive CPU-to-GPU Ratio Toward 1:1 https://www.nashnova.com/feed/special/iea-hormuz-blockade-widens-oil-demand-drop-to-1-6m-bpd-supply-gap-hits-five-year-9296 nashnova en 2026-08-12T08:15:20.195Z IEA: Hormuz Blockade Widens Oil Demand Drop to 1.6M bpd, Supply Gap Hits Five-Year High https://www.nashnova.com/feed/special/caam-nev-monthly-sales-share-exceeds-60-percent-for-first-time-exports-top-one-9295 nashnova en 2026-08-12T07:25:22.694Z CAAM: NEV Monthly Sales Share Exceeds 60% for First Time; Exports Top One Million Units for Second Consecutive Month https://www.nashnova.com/feed/special/intel-ceo-lip-bu-tan-company-exploring-return-to-memory-market-9294 nashnova en 2026-08-12T07:19:47.532Z Intel CEO Lip-Bu Tan: Company Exploring Return to Memory Market https://www.nashnova.com/feed/special/morgan-stanley-upgrades-us-it-hardware-ratings-storage-leads-but-cyclical-risks-9293 nashnova en 2026-08-12T07:12:41.112Z Morgan Stanley Upgrades US IT Hardware Ratings: Storage Leads, but Cyclical Risks Flagged 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Tech Stocks https://www.nashnova.com/feed/special/japan-jgb-yields-rival-u-s-treasuries-as-fund-houses-race-to-launch-retail-9288 nashnova en 2026-08-12T06:25:49.835Z Japan JGB Yields Rival U.S. Treasuries as Fund Houses Race to Launch Retail Investment Trusts https://www.nashnova.com/feed/special/hon-hai-reports-nt-109-9b-net-profit-for-h1-2026-q2-beats-expectations-9287 nashnova en 2026-08-12T06:24:36.296Z Hon Hai Reports NT$109.9B Net Profit for H1 2026; Q2 Beats Expectations https://www.nashnova.com/feed/special/sk-hynix-resumes-nand-expansion-at-dalian-fab-capacity-set-to-increase-by-50-9286 nashnova en 2026-08-12T06:15:54.320Z SK Hynix Resumes NAND Expansion at Dalian Fab, Capacity Set to Increase by ~50% https://www.nashnova.com/feed/special/germanys-july-cpi-rises-to-2-8-percent-yoy-beating-expectations-9285 nashnova en 2026-08-12T06:14:38.426Z Germany's July CPI Rises to 2.8% YoY, Beating Expectations 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https://www.nashnova.com/feed/special/nvidia-and-broadcom-publicly-diverge-on-ai-network-scaling-roadmap-9276 nashnova en 2026-08-12T04:45:47.108Z Nvidia and Broadcom Publicly Diverge on AI Network Scaling Roadmap https://www.nashnova.com/feed/special/galaxy-entertainment-reports-hk-24-2-billion-net-revenue-in-h1-declares-interim-9275 nashnova en 2026-08-12T04:29:58.572Z Galaxy Entertainment Reports HK$24.2 Billion Net Revenue in H1, Declares Interim Dividend of HK$0.90 Per Share https://www.nashnova.com/feed/special/hong-kong-stocks-drop-1-17-percent-at-midday-as-memory-chip-stocks-buck-the-9274 nashnova en 2026-08-12T04:15:45.417Z Hong Kong Stocks Drop 1.17% at Midday as Memory Chip Stocks Buck the Trend https://www.nashnova.com/feed/special/tsmc-ai-advanced-packaging-competition-extends-to-system-level-reliability-9273 nashnova en 2026-08-12T04:12:49.399Z TSMC: AI Advanced Packaging Competition Extends to System-Level Reliability 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https://www.nashnova.com/feed/special/ubs-maintains-1-625-target-for-micron-dram-hbm-upgrades-offset-nand-downgrades-9268 nashnova en 2026-08-12T03:31:40.752Z UBS Maintains $1,625 Target for Micron: DRAM/HBM Upgrades Offset NAND Downgrades https://www.nashnova.com/feed/special/bessent-and-takaichi-sanae-diverge-on-boj-rate-hike-stance-9265 nashnova en 2026-08-12T03:15:15.704Z Bessent and Takaichi Sanae Diverge on BOJ Rate Hike Stance https://www.nashnova.com/feed/special/spil-breaks-ground-on-new-douliu-fab-betting-billions-on-ai-advanced-packaging-9263 nashnova en 2026-08-12T03:10:22.337Z SPIL Breaks Ground on New Douliu Fab, Betting Billions on AI Advanced Packaging https://www.nashnova.com/feed/special/musk-spacex-ai-revenue-will-surpass-all-other-businesses-next-month-9262 nashnova en 2026-08-12T03:05:25.607Z Musk: SpaceX AI Revenue Will Surpass All Other Businesses Next Month https://www.nashnova.com/feed/special/yen-options-activity-rebounds-as-traders-embrace-flexibility-ahead-of-u-s-cpi-9261 nashnova en 2026-08-12T02:45:03.627Z Yen Options Activity Rebounds as Traders Embrace Flexibility Ahead of U.S. CPI https://www.nashnova.com/feed/special/nvidia-plans-to-build-trillion-parameter-open-source-ai-model-free-models-to-9260 nashnova en 2026-08-12T02:25:27.254Z Nvidia Plans to Build Trillion-Parameter Open-Source AI Model, Free Models to Drive GPU Demand https://www.nashnova.com/feed/special/bofa-ai-has-not-yet-destroyed-overall-employment-but-young-graduates-and-the-9259 nashnova en 2026-08-12T02:20:05.380Z BofA: AI Has Not Yet Destroyed Overall Employment, but Young Graduates and the Information Sector Are Already Under Pressure https://www.nashnova.com/feed/special/cicc-global-liquidity-remains-in-easing-territory-expected-to-expand-further-in-9258 nashnova en 2026-08-12T00:28:22.589Z CICC: Global Liquidity Remains in Easing Territory, Expected to Expand Further in H2 https://www.nashnova.com/feed/special/two-indicators-tracking-tech-crowding-unwind-iv-decline-and-large-small-cap-9257 nashnova en 2026-08-12T00:26:48.393Z Two Indicators Tracking Tech Crowding Unwind: IV Decline and Large-Small Cap Valuation Gap Widening https://www.nashnova.com/feed/special/mediatek-july-2026-revenue-drops-16-percent-mom-as-smartphone-chips-face-9256 nashnova en 2026-08-12T00:25:41.875Z MediaTek July 2026 Revenue Drops 16% MoM as Smartphone Chips Face Pressure While Non-Mobile Business Steps In https://www.nashnova.com/feed/special/apple-pushes-iphone-18-oled-procurement-prices-down-by-over-40-percent-9255 nashnova en 2026-08-12T00:15:09.461Z Apple Pushes iPhone 18 OLED Procurement Prices Down by Over 40% https://www.nashnova.com/zh/feed/special/deepseek-api-adds-new-deepseek-v4-pro-0813-model-9348 nashnova zh-cn 2026-08-12T15:59:43.723Z DeepSeek API新增DeepSeek-V4-Pro-0813模型 https://www.nashnova.com/zh/feed/special/blackstone-reportedly-abandons-3-billion-mortgage-fund-debt-financing-plan-9347 nashnova zh-cn 2026-08-12T15:55:05.840Z 黑石拟放弃30亿美元抵押基金债务融资计划 https://www.nashnova.com/zh/feed/special/switzerland-launches-banking-regulatory-reform-consultation-ubs-capital-9346 nashnova zh-cn 2026-08-12T15:40:17.557Z 瑞士银行监管改革咨询启动，UBS资本要求表决推迟 https://www.nashnova.com/zh/feed/special/global-equities-show-technical-strength-as-over-80-percent-of-country-etfs-trade-9345 nashnova zh-cn 2026-08-12T15:19:34.991Z 全球股市技术面走强，逾八成国家ETF站上50日均线 https://www.nashnova.com/zh/feed/special/u-s-crude-inventories-surge-by-17-4-million-barrels-in-a-single-week-wti-falls-9344 nashnova zh-cn 2026-08-12T14:50:31.011Z 美国原油库存单周暴增1740万桶，WTI跌破83美元 https://www.nashnova.com/zh/feed/special/u-s-allocates-50-million-to-build-ai-powered-rapid-cargo-clearance-platform-in-9343 nashnova zh-cn 2026-08-12T14:35:00.240Z 美国拨款5000万美元在巴拿马建AI货物快速通关平台 https://www.nashnova.com/zh/feed/special/jpmorgan-fed-should-hold-rates-steady-teflon-inflation-wont-last-9342 nashnova zh-cn 2026-08-12T14:15:09.696Z 摩根大通：美联储应维持利率不变，"特氟龙通胀"不会持续 https://www.nashnova.com/zh/feed/special/applied-materials-q3-earnings-on-deck-wall-street-expects-36-7-percent-eps-9341 nashnova zh-cn 2026-08-12T14:09:36.123Z 应用材料Q3财报将出炉，华尔街预期EPS增36.7% https://www.nashnova.com/zh/feed/special/ecb-inclined-to-approve-unicredits-acquisition-of-commerzbank-9340 nashnova zh-cn 2026-08-12T13:57:34.907Z 欧洲央行倾向批准裕信收购德国商业银行 https://www.nashnova.com/zh/feed/special/black-sea-tanker-freight-rates-hit-record-highs-as-kazakhstans-cpc-crude-9339 nashnova zh-cn 2026-08-12T13:56:24.169Z 黑海油轮运费创历史纪录，哈萨克斯坦CPC原油折价扩大 https://www.nashnova.com/zh/feed/special/russias-july-crude-output-falls-nearly-1-million-barrels-per-day-below-opec-9338 nashnova zh-cn 2026-08-12T13:55:09.543Z 俄罗斯7月原油日产量低于OPEC+配额近百万桶 https://www.nashnova.com/zh/feed/special/anchorpoint-launches-hkd-stablecoin-hkdap-hashkey-completes-first-minting-9337 nashnova zh-cn 2026-08-12T13:25:22.557Z Anchorpoint港元稳定币HKDAP启动，HashKey完成首笔铸造 https://www.nashnova.com/zh/feed/special/akesos-ivonescimab-approved-for-third-indication-first-line-treatment-of-9336 nashnova zh-cn 2026-08-12T13:15:25.023Z 康方生物依沃西第三适应症获批，一线治疗晚期鳞状肺癌 https://www.nashnova.com/zh/feed/special/nvidia-rubin-ultra-nvl576-architecture-revealed-supply-chain-implications-emerge-9335 nashnova zh-cn 2026-08-12T12:56:25.529Z 英伟达Rubin Ultra NVL576架构曝光，供应链影响浮现 https://www.nashnova.com/zh/feed/special/hormuz-blockade-drives-em-corporate-bonds-to-outperform-u-s-peers-9334 nashnova zh-cn 2026-08-12T12:55:03.092Z 霍尔木兹封锁推动新兴市场公司债跑赢美国同类 https://www.nashnova.com/zh/feed/special/opec-cuts-2025-demand-growth-forecast-again-to-580k-bpd-widening-gap-with-iea-9333 nashnova zh-cn 2026-08-12T12:49:55.829Z OPEC再度下调今年需求增长预测至58万桶/日，与IEA判断分歧扩大 https://www.nashnova.com/zh/feed/special/burry-slams-nvidias-50b-ai-financing-a-2008-style-wall-street-trick-9332 nashnova zh-cn 2026-08-12T12:46:25.609Z 伯里抨击英伟达5000亿美元AI融资：2008式华尔街把戏 https://www.nashnova.com/zh/feed/special/ubs-deleveraging-in-chinas-ai-tech-stocks-nearing-end-valuations-retreating-to-9331 nashnova zh-cn 2026-08-12T12:45:01.596Z 瑞银：中国AI科技股去杠杆近尾声，估值回落至历史均值附近 https://www.nashnova.com/zh/feed/special/chip-stocks-surge-on-strong-earnings-as-palantir-and-other-software-names-slide-9330 nashnova zh-cn 2026-08-12T12:39:53.242Z 芯片股财报强劲，Palantir等软件股盘前承压 https://www.nashnova.com/zh/feed/special/apple-ios-27-beta-leak-ai-features-to-be-tied-to-icloud-subscription-plans-9329 nashnova zh-cn 2026-08-12T12:31:07.802Z 苹果iOS 27测试版曝光：AI功能将与iCloud+套餐挂钩收费 https://www.nashnova.com/zh/feed/special/saudi-arabias-july-crude-output-rebounds-by-over-1-million-bpd-still-below-pre-9328 nashnova zh-cn 2026-08-12T12:19:50.754Z 沙特7月原油产量反弹逾百万桶/日，仍低于冲突前水平 https://www.nashnova.com/zh/feed/special/goldman-sachs-acquires-etf-provider-neos-for-2-3-billion-expanding-etf-aum-to-9327 nashnova zh-cn 2026-08-12T12:05:03.149Z 高盛23亿美元收购ETF提供商Neos，ETF资产规模将达1300亿美元 https://www.nashnova.com/zh/feed/special/coreweave-surges-over-18-percent-pre-market-super-micro-and-nvidia-rally-in-9326 nashnova zh-cn 2026-08-12T11:56:25.154Z CoreWeave盘前涨逾18%，Super Micro、英伟达同步走强 https://www.nashnova.com/zh/feed/special/nebius-q2-revenue-hits-582m-with-454-percent-yoy-growth-shares-up-13-percent-9325 nashnova zh-cn 2026-08-12T11:54:55.585Z Nebius Q2营收5.82亿美元同比增454%，盘前涨13% https://www.nashnova.com/zh/feed/special/traders-cloud-provider-defaults-could-mark-the-starting-point-of-ai-bubble-burst-9324 nashnova zh-cn 2026-08-12T11:50:14.323Z 交易员：云厂商违约或成AI泡沫破裂起点 https://www.nashnova.com/zh/feed/special/jpmorgan-funds-rotate-back-into-gold-and-copper-metals-net-longs-rise-nearly-20-9323 nashnova zh-cn 2026-08-12T11:40:53.321Z 摩根大通：资金回流黄金与铜，金属净多头增近200亿美元 https://www.nashnova.com/zh/feed/special/hkex-becomes-the-worlds-largest-mining-ipo-fundraising-market-in-2025-9322 nashnova zh-cn 2026-08-12T11:30:24.708Z 港交所跃居2025年全球最大矿业IPO融资市场 https://www.nashnova.com/zh/feed/special/ai-capex-boosts-optical-stocks-some-surge-over-70-percent-in-nine-days-9321 nashnova zh-cn 2026-08-12T11:22:53.423Z AI资本开支提振光学股，部分个股九日涨逾七成 https://www.nashnova.com/zh/feed/special/ai-computing-expansion-fuels-inflation-putting-the-fed-in-a-policy-dilemma-9320 nashnova zh-cn 2026-08-12T11:21:29.620Z AI算力扩张推高通胀，美联储决策面临两难 https://www.nashnova.com/zh/feed/special/citadel-securities-leverage-reset-is-over-re-leveraging-may-be-ahead-9319 nashnova zh-cn 2026-08-12T11:11:10.423Z 城堡证券：杠杆重置已结束，再杠杆化或将到来 https://www.nashnova.com/zh/feed/special/at-and-t-bets-on-open-source-ai-targeting-70-percent-80-percent-adoption-9318 nashnova zh-cn 2026-08-12T11:10:07.801Z AT&T押注开源AI，目标占比提至70%-80% https://www.nashnova.com/zh/feed/special/goldman-derivatives-trader-ai-trade-momentum-fading-spx-may-be-range-bound-9317 nashnova zh-cn 2026-08-12T11:05:15.377Z 高盛衍生品交易员：AI交易动能放缓，SPX或陷区间震荡 https://www.nashnova.com/zh/feed/special/samsung-adopts-claude-compressing-chip-verification-from-one-month-to-two-days-9316 nashnova zh-cn 2026-08-12T10:46:45.857Z 三星引入Claude，芯片验证从一个月压缩至两天 https://www.nashnova.com/zh/feed/special/asian-chip-stocks-lead-gains-as-em-equity-index-rises-1-1-percent-9315 nashnova zh-cn 2026-08-12T10:45:32.869Z 亚洲芯片股领涨，新兴市场股指涨1.1% https://www.nashnova.com/zh/feed/special/pboc-releases-q2-2026-monetary-policy-implementation-report-9314 nashnova zh-cn 2026-08-12T10:39:59.106Z 中国央行发布2026年Q2货币政策执行报告 https://www.nashnova.com/zh/feed/special/u-s-july-cpi-due-today-stock-futures-rise-as-september-rate-hike-odds-stand-at-9313 nashnova zh-cn 2026-08-12T10:35:38.359Z 美国7月CPI今日公布，美股期货走高，9月加息概率五五开 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https://www.nashnova.com/zh/feed/special/eli-lilly-files-six-lawsuits-over-black-market-sales-of-retatrutide-9307 nashnova zh-cn 2026-08-12T09:50:06.149Z 礼来就retatrutide黑市销售提起六项诉讼 https://www.nashnova.com/zh/feed/special/fidelity-ethereum-etf-proposes-adding-staking-feature-with-quarterly-dividends-9306 nashnova zh-cn 2026-08-12T09:45:03.008Z 富达以太坊ETF拟增质押功能并按季分红 https://www.nashnova.com/zh/feed/special/xpeng-g9l-pre-sale-starts-at-258-000-yuan-targeting-large-five-seat-family-suv-9305 nashnova zh-cn 2026-08-12T09:24:55.055Z 小鹏G9L预售25.98万元起，主打大五座家庭SUV https://www.nashnova.com/zh/feed/special/yen-intervention-spillover-effects-intensify-rmb-appreciation-pressure-9304 nashnova zh-cn 2026-08-12T09:20:14.604Z 日元干预溢出效应推升人民币升值压力 https://www.nashnova.com/zh/feed/special/nvidia-fortifies-ai-chip-ecosystem-with-cash-moat-9303 nashnova zh-cn 2026-08-12T09:11:35.171Z 英伟达以现金护城河巩固AI芯片生态 https://www.nashnova.com/zh/feed/special/bank-of-america-launches-250-billion-critical-infrastructure-financing-9302 nashnova zh-cn 2026-08-12T09:10:22.878Z 美国银行启动2500亿美元关键基础设施融资计划 https://www.nashnova.com/zh/feed/special/listed-miners-sold-28-000-btc-year-to-date-adding-1-78-billion-in-selling-9301 nashnova zh-cn 2026-08-12T09:05:13.405Z 上市矿商年内抛售2.8万枚BTC，为比特币市场增压17.8亿美元 https://www.nashnova.com/zh/feed/special/tencent-q2-revenue-beats-expectations-at-rmb-204-79-billion-net-profit-of-rmb-56-9300 nashnova zh-cn 2026-08-12T08:39:54.027Z 腾讯Q2营收2047.9亿元超预期，净利润560.2亿元低于预期 https://www.nashnova.com/zh/feed/special/ukrainian-drone-strike-on-novorossiysk-halts-two-major-russian-grain-terminals-9299 nashnova zh-cn 2026-08-12T08:34:51.260Z 乌克兰无人机袭击新罗西斯克，俄两大粮食码头停工 https://www.nashnova.com/zh/feed/special/hedge-funds-ramped-up-short-bets-on-ai-stocks-in-july-as-chip-sector-suffered-9298 nashnova zh-cn 2026-08-12T08:20:12.023Z 对冲基金7月加码做空AI股，芯片板块单月跌幅创2008年来最大 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https://www.nashnova.com/zh/feed/special/ocp-apac-2026-ai-compute-bottleneck-shifts-to-networking-copper-vs-optical-9292 nashnova zh-cn 2026-08-12T07:11:27.947Z OCP APAC 2026：AI算力瓶颈转向网络，铜缆光互连路线之争加剧 https://www.nashnova.com/zh/feed/special/cxmts-ddr5-yield-breaks-90-percent-narrowing-gap-with-samsung-to-just-2-3-9291 nashnova zh-cn 2026-08-12T07:10:01.415Z 长鑫存储DDR5良率突破90%，与三星差距缩至2-3个百分点 https://www.nashnova.com/zh/feed/special/gold-etfs-see-3-billion-net-inflows-in-july-as-western-buyers-return-but-north-9290 nashnova zh-cn 2026-08-12T06:50:52.836Z 黄金ETF7月净流入30亿美元，西方买家回流但北美仍滞后 https://www.nashnova.com/zh/feed/special/norways-sovereign-wealth-fund-posts-9-4-percent-return-in-first-half-led-by-9289 nashnova zh-cn 2026-08-12T06:49:49.036Z 挪威主权财富基金上半年回报9.4%，亚洲科技股领涨 https://www.nashnova.com/zh/feed/special/japan-jgb-yields-rival-u-s-treasuries-as-fund-houses-race-to-launch-retail-9288 nashnova zh-cn 2026-08-12T06:25:49.835Z 日本JGB收益率媲美美债，基金公司竞推零售投资信托 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https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-acquires-etf-provider-neos-for-2-3-billion-expanding-etf-aum-to-9327 nashnova zh-tw 2026-08-12T12:05:03.149Z 高盛23億美元收購ETF提供商Neos，ETF資產規模將達1300億美元 https://www.nashnova.com/zh-hant/feed/special/coreweave-surges-over-18-percent-pre-market-super-micro-and-nvidia-rally-in-9326 nashnova zh-tw 2026-08-12T11:56:25.154Z CoreWeave盤前漲逾18%，Super Micro、輝達同步走強 https://www.nashnova.com/zh-hant/feed/special/nebius-q2-revenue-hits-582m-with-454-percent-yoy-growth-shares-up-13-percent-9325 nashnova zh-tw 2026-08-12T11:54:55.585Z Nebius Q2營收5.82億美元年增454%，盤前漲13% https://www.nashnova.com/zh-hant/feed/special/traders-cloud-provider-defaults-could-mark-the-starting-point-of-ai-bubble-burst-9324 nashnova zh-tw 2026-08-12T11:50:14.323Z 交易員：雲廠商違約或成AI泡沫破裂起點 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-funds-rotate-back-into-gold-and-copper-metals-net-longs-rise-nearly-20-9323 nashnova zh-tw 2026-08-12T11:40:53.321Z 摩根大通：資金回流黃金與銅，金屬淨多頭增近200億美元 https://www.nashnova.com/zh-hant/feed/special/hkex-becomes-the-worlds-largest-mining-ipo-fundraising-market-in-2025-9322 nashnova zh-tw 2026-08-12T11:30:24.708Z 港交所躍居2025年全球最大礦業IPO融資市場 https://www.nashnova.com/zh-hant/feed/special/ai-capex-boosts-optical-stocks-some-surge-over-70-percent-in-nine-days-9321 nashnova zh-tw 2026-08-12T11:22:53.423Z AI資本開支提振光學股，部分個股九日漲逾七成 https://www.nashnova.com/zh-hant/feed/special/ai-computing-expansion-fuels-inflation-putting-the-fed-in-a-policy-dilemma-9320 nashnova zh-tw 2026-08-12T11:21:29.620Z AI算力擴張推高通膨，聯準會決策面臨兩難 https://www.nashnova.com/zh-hant/feed/special/citadel-securities-leverage-reset-is-over-re-leveraging-may-be-ahead-9319 nashnova zh-tw 2026-08-12T11:11:10.423Z 城堡證券：槓桿重置已結束，再槓桿化或將到來 https://www.nashnova.com/zh-hant/feed/special/at-and-t-bets-on-open-source-ai-targeting-70-percent-80-percent-adoption-9318 nashnova zh-tw 2026-08-12T11:10:07.801Z AT&T押注開源AI，目標佔比提至70%-80% 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https://www.nashnova.com/zh-hant/feed/special/meta-teen-social-media-lawsuit-goes-to-trial-29-states-seek-damages-potentially-9312 nashnova zh-tw 2026-08-12T10:16:26.116Z Meta青少年社群媒體訴訟開庭，29州聯合索賠或達1.4萬億美元 https://www.nashnova.com/zh-hant/feed/special/samsung-electro-mechanics-fails-glass-substrate-certification-mass-production-9311 nashnova zh-tw 2026-08-12T10:15:08.733Z 三星電機玻璃基板認證未過關，量產推遲至2028年後 https://www.nashnova.com/zh-hant/feed/special/hong-kong-clarifies-tax-incentives-will-not-extend-to-proprietary-trading-firms-9310 nashnova zh-tw 2026-08-12T10:10:48.174Z 香港明確：稅收優惠不擴至自營交易公司 https://www.nashnova.com/zh-hant/feed/special/report-over-70-percent-of-u-s-data-center-power-applications-may-never-9309 nashnova zh-tw 2026-08-12T09:56:30.664Z 報告：美國數據中心逾七成電力申請或無法落地 https://www.nashnova.com/zh-hant/feed/special/worlds-largest-non-chinese-alumina-refinery-hit-by-natural-gas-disruption-50-9308 nashnova zh-tw 2026-08-12T09:55:07.323Z 全球最大中國外氧化鋁精煉廠天然氣中斷 減產50%推鋁價創七週高 https://www.nashnova.com/zh-hant/feed/special/eli-lilly-files-six-lawsuits-over-black-market-sales-of-retatrutide-9307 nashnova zh-tw 2026-08-12T09:50:06.149Z 禮來就retatrutide黑市銷售提起六項訴訟 https://www.nashnova.com/zh-hant/feed/special/fidelity-ethereum-etf-proposes-adding-staking-feature-with-quarterly-dividends-9306 nashnova zh-tw 2026-08-12T09:45:03.008Z 富達以太坊ETF擬增質押功能並按季分紅 https://www.nashnova.com/zh-hant/feed/special/xpeng-g9l-pre-sale-starts-at-258-000-yuan-targeting-large-five-seat-family-suv-9305 nashnova zh-tw 2026-08-12T09:24:55.055Z 小鵬G9L預售25.98萬元起，主打大五座家庭SUV https://www.nashnova.com/zh-hant/feed/special/yen-intervention-spillover-effects-intensify-rmb-appreciation-pressure-9304 nashnova zh-tw 2026-08-12T09:20:14.604Z 日圓干預溢出效應推升人民幣升值壓力 https://www.nashnova.com/zh-hant/feed/special/nvidia-fortifies-ai-chip-ecosystem-with-cash-moat-9303 nashnova zh-tw 2026-08-12T09:11:35.171Z 輝達以現金護城河鞏固AI晶片生態 https://www.nashnova.com/zh-hant/feed/special/bank-of-america-launches-250-billion-critical-infrastructure-financing-9302 nashnova zh-tw 2026-08-12T09:10:22.878Z 美國銀行啟動2500億美元關鍵基礎設施融資計劃 https://www.nashnova.com/zh-hant/feed/special/listed-miners-sold-28-000-btc-year-to-date-adding-1-78-billion-in-selling-9301 nashnova zh-tw 2026-08-12T09:05:13.405Z 上市礦商年內拋售2.8萬枚BTC，為比特幣市場增壓17.8億美元 https://www.nashnova.com/zh-hant/feed/special/tencent-q2-revenue-beats-expectations-at-rmb-204-79-billion-net-profit-of-rmb-56-9300 nashnova zh-tw 2026-08-12T08:39:54.027Z 騰訊Q2營收2047.9億元超預期，淨利潤560.2億元低於預期 https://www.nashnova.com/zh-hant/feed/special/ukrainian-drone-strike-on-novorossiysk-halts-two-major-russian-grain-terminals-9299 nashnova zh-tw 2026-08-12T08:34:51.260Z 烏克蘭無人機襲擊新羅西斯克，俄兩大糧食碼頭停工 https://www.nashnova.com/zh-hant/feed/special/hedge-funds-ramped-up-short-bets-on-ai-stocks-in-july-as-chip-sector-suffered-9298 nashnova zh-tw 2026-08-12T08:20:12.023Z 對沖基金7月加碼做空AI股，晶片板塊單月跌幅創2008年來最大 https://www.nashnova.com/zh-hant/feed/special/amd-agentic-ai-will-drive-cpu-to-gpu-ratio-toward-1-1-9297 nashnova zh-tw 2026-08-12T08:16:33.532Z AMD：智能體AI將推動CPU與GPU比例趨近1:1 https://www.nashnova.com/zh-hant/feed/special/iea-hormuz-blockade-widens-oil-demand-drop-to-1-6m-bpd-supply-gap-hits-five-year-9296 nashnova zh-tw 2026-08-12T08:15:20.195Z IEA：霍爾木茲封鎖致石油需求降幅擴至160萬桶/日，供應缺口創五年最大 https://www.nashnova.com/zh-hant/feed/special/caam-nev-monthly-sales-share-exceeds-60-percent-for-first-time-exports-top-one-9295 nashnova zh-tw 2026-08-12T07:25:22.694Z 中汽協：新能源車月銷佔比首超60%，出口連續兩月破百萬輛 https://www.nashnova.com/zh-hant/feed/special/intel-ceo-lip-bu-tan-company-exploring-return-to-memory-market-9294 nashnova zh-tw 2026-08-12T07:19:47.532Z 英特爾CEO陳立武：公司正探索重返存儲市場 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-upgrades-us-it-hardware-ratings-storage-leads-but-cyclical-risks-9293 nashnova zh-tw 2026-08-12T07:12:41.112Z 大摩上調美股IT硬體評級，儲存領銜，警示週期性風險 https://www.nashnova.com/zh-hant/feed/special/ocp-apac-2026-ai-compute-bottleneck-shifts-to-networking-copper-vs-optical-9292 nashnova zh-tw 2026-08-12T07:11:27.947Z OCP APAC 2026：AI算力瓶頸轉向網路，銅纜光互連路線之爭加劇 https://www.nashnova.com/zh-hant/feed/special/cxmts-ddr5-yield-breaks-90-percent-narrowing-gap-with-samsung-to-just-2-3-9291 nashnova zh-tw 2026-08-12T07:10:01.415Z 長鑫存儲DDR5良率突破90%，與三星差距縮至2-3個百分點 https://www.nashnova.com/zh-hant/feed/special/gold-etfs-see-3-billion-net-inflows-in-july-as-western-buyers-return-but-north-9290 nashnova zh-tw 2026-08-12T06:50:52.836Z 黃金ETF 7月淨流入30億美元，西方買家回流但北美仍滯後 https://www.nashnova.com/zh-hant/feed/special/norways-sovereign-wealth-fund-posts-9-4-percent-return-in-first-half-led-by-9289 nashnova zh-tw 2026-08-12T06:49:49.036Z 挪威主權財富基金上半年回報9.4%，亞洲科技股領漲 https://www.nashnova.com/zh-hant/feed/special/japan-jgb-yields-rival-u-s-treasuries-as-fund-houses-race-to-launch-retail-9288 nashnova zh-tw 2026-08-12T06:25:49.835Z 日本JGB殖利率媲美美債，基金公司競推零售投資信託 https://www.nashnova.com/zh-hant/feed/special/hon-hai-reports-nt-109-9b-net-profit-for-h1-2026-q2-beats-expectations-9287 nashnova zh-tw 2026-08-12T06:24:36.296Z 鴻海2026年上半年淨利潤1,099億元台幣，Q2超預期 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-resumes-nand-expansion-at-dalian-fab-capacity-set-to-increase-by-50-9286 nashnova zh-tw 2026-08-12T06:15:54.320Z SK海力士重啟大連NAND擴產，產能將增約五成 https://www.nashnova.com/zh-hant/feed/special/germanys-july-cpi-rises-to-2-8-percent-yoy-beating-expectations-9285 nashnova zh-tw 2026-08-12T06:14:38.426Z 德國7月CPI同比升至2.8%，超預期 https://www.nashnova.com/zh-hant/feed/special/tesla-fsd-eu-approval-mired-in-regulatory-exemption-and-transparency-disputes-9284 nashnova zh-tw 2026-08-12T06:12:39.601Z 特斯拉FSD歐盟審批陷監管豁免與透明度爭議，10月迎關鍵投票 https://www.nashnova.com/zh-hant/feed/special/signs-of-intels-israel-fab-restart-emerge-but-14a-node-execution-remains-9283 nashnova zh-tw 2026-08-12T06:11:33.126Z 英特爾以色列晶圓廠重啟信號出現，14A製程落地仍存疑 https://www.nashnova.com/zh-hant/feed/special/japan-bets-on-rapidus-2nm-semiconductor-investment-to-reach-68-trillion-by-2040-9282 nashnova zh-tw 2026-08-12T06:10:17.525Z 日本押注Rapidus 2nm，半導體投資規模至2040年達68萬億日圓 https://www.nashnova.com/zh-hant/feed/special/tata-group-chairman-chandrasekaran-resigns-group-stocks-drop-over-4-percent-9281 nashnova zh-tw 2026-08-12T06:04:52.164Z 塔塔集團主席錢德拉塞卡蘭辭職，旗下股票跌逾4% https://www.nashnova.com/zh-hant/feed/special/bitcoin-options-bulls-bet-on-70-000-ahead-of-cpi-on-chain-eth-continues-flowing-9280 nashnova zh-tw 2026-08-12T05:40:00.455Z CPI前夕比特幣期權多頭押注70000美元，鏈上ETH持續流出交易所 https://www.nashnova.com/zh-hant/feed/special/temasek-reportedly-eyes-direct-stakes-samsung-sk-hynix-surge-over-8-percent-9279 nashnova zh-tw 2026-08-12T05:19:57.948Z 傳淡馬錫擬直接入股，三星、SK海力士漲逾8% https://www.nashnova.com/zh-hant/feed/special/memory-giants-secure-38b-in-customer-commitments-buyer-bargaining-power-may-9278 nashnova zh-tw 2026-08-12T04:48:42.342Z 儲存巨頭客戶擔保規模達380億美元，2029年買方議價權或回歸 https://www.nashnova.com/zh-hant/feed/special/foxconn-q2-earnings-call-focuses-on-ai-rack-shipments-apple-and-ev-progress-9277 nashnova zh-tw 2026-08-12T04:47:21.374Z 富士康Q2財報會聚焦AI機架出貨、蘋果與電動車進展 https://www.nashnova.com/zh-hant/feed/special/nvidia-and-broadcom-publicly-diverge-on-ai-network-scaling-roadmap-9276 nashnova zh-tw 2026-08-12T04:45:47.108Z 輝達與博通在AI網路擴展路線上公開分歧 https://www.nashnova.com/zh-hant/feed/special/galaxy-entertainment-reports-hk-24-2-billion-net-revenue-in-h1-declares-interim-9275 nashnova zh-tw 2026-08-12T04:29:58.572Z 銀河娛樂上半年淨收益242億港元，派中期息每股0.90港元 https://www.nashnova.com/zh-hant/feed/special/hong-kong-stocks-drop-1-17-percent-at-midday-as-memory-chip-stocks-buck-the-9274 nashnova zh-tw 2026-08-12T04:15:45.417Z 港股午盤跌1.17%，存儲概念股逆市走高 https://www.nashnova.com/zh-hant/feed/special/tsmc-ai-advanced-packaging-competition-extends-to-system-level-reliability-9273 nashnova zh-tw 2026-08-12T04:12:49.399Z 台積電：AI先進封裝競爭延伸至系統級可靠性 https://www.nashnova.com/zh-hant/feed/special/chinas-eight-major-polysilicon-producers-jointly-pledge-to-reject-below-cost-9272 nashnova zh-tw 2026-08-12T04:11:24.796Z 中國八大多晶矽廠商聯署拒絕低於成本銷售 https://www.nashnova.com/zh-hant/feed/special/amazon-to-build-7-65gw-natural-gas-power-plant-in-texas-to-power-ai-data-centers-9271 nashnova zh-tw 2026-08-12T04:10:08.026Z 亞馬遜在德克薩斯建7.65GW天然氣電廠為AI數據中心供電 https://www.nashnova.com/zh-hant/feed/special/deutsche-bank-markets-betting-on-triple-optimistic-assumptions-simultaneously-9270 nashnova zh-tw 2026-08-12T03:36:24.192Z 德銀：市場同時押注三重樂觀假設，容錯空間極小 https://www.nashnova.com/zh-hant/feed/special/deutsche-bank-becomes-first-non-chinese-bank-to-serve-as-rmb-clearing-house-in-9269 nashnova zh-tw 2026-08-12T03:34:53.106Z 德意志銀行成歐洲首家非中資人民幣清算行 https://www.nashnova.com/zh-hant/feed/special/ubs-maintains-1-625-target-for-micron-dram-hbm-upgrades-offset-nand-downgrades-9268 nashnova zh-tw 2026-08-12T03:31:40.752Z 瑞銀維持美光1625美元目標價，DRAM/HBM上修覆蓋NAND下修 https://www.nashnova.com/zh-hant/feed/special/9266 nashnova zh-tw 2026-08-12T03:29:54.001Z 港交所擬發討論文件，啟動延長交易時間磋商 https://www.nashnova.com/zh-hant/feed/special/bessent-and-takaichi-sanae-diverge-on-boj-rate-hike-stance-9265 nashnova zh-tw 2026-08-12T03:15:15.704Z 貝森特與高市早苗在日本央行加息問題上立場分歧 https://www.nashnova.com/zh-hant/feed/special/spil-breaks-ground-on-new-douliu-fab-betting-billions-on-ai-advanced-packaging-9263 nashnova zh-tw 2026-08-12T03:10:22.337Z 矽品精密斗六新廠動工，百億美元押注AI先進封裝 https://www.nashnova.com/zh-hant/feed/special/musk-spacex-ai-revenue-will-surpass-all-other-businesses-next-month-9262 nashnova zh-tw 2026-08-12T03:05:25.607Z 馬斯克：SpaceX AI收入下月將超越全部其他業務 https://www.nashnova.com/zh-hant/feed/special/yen-options-activity-rebounds-as-traders-embrace-flexibility-ahead-of-u-s-cpi-9261 nashnova zh-tw 2026-08-12T02:45:03.627Z 日圓期權活躍度回升，交易員以靈活性應對美國CPI https://www.nashnova.com/zh-hant/feed/special/nvidia-plans-to-build-trillion-parameter-open-source-ai-model-free-models-to-9260 nashnova zh-tw 2026-08-12T02:25:27.254Z 輝達計劃打造萬億參數開源AI模型，免費模型撬動GPU需求 https://www.nashnova.com/zh-hant/feed/special/bofa-ai-has-not-yet-destroyed-overall-employment-but-young-graduates-and-the-9259 nashnova zh-tw 2026-08-12T02:20:05.380Z 美銀：AI尚未摧毀就業總量，但年輕畢業生與資訊業已承壓 https://www.nashnova.com/zh-hant/feed/special/cicc-global-liquidity-remains-in-easing-territory-expected-to-expand-further-in-9258 nashnova zh-tw 2026-08-12T00:28:22.589Z 中金：全球流動性仍處寬鬆區間，下半年有望進一步擴張 https://www.nashnova.com/zh-hant/feed/special/two-indicators-tracking-tech-crowding-unwind-iv-decline-and-large-small-cap-9257 nashnova zh-tw 2026-08-12T00:26:48.393Z 兩指標追蹤科技抱團鬆動：IV回落與大小盤估值差擴大 https://www.nashnova.com/zh-hant/feed/special/mediatek-july-2026-revenue-drops-16-percent-mom-as-smartphone-chips-face-9256 nashnova zh-tw 2026-08-12T00:25:41.875Z 聯發科2026年7月營收環比降16%，手機晶片承壓非移動業務補位 https://www.nashnova.com/zh-hant/feed/special/apple-pushes-iphone-18-oled-procurement-prices-down-by-over-40-percent-9255 nashnova zh-tw 2026-08-12T00:15:09.461Z 蘋果壓低iPhone 18 OLED採購價格逾四成 https://www.nashnova.com/zh-hant/feed/special/ai-9254 nashnova zh-tw 2026-08-11T23:49:57.992Z 中國互聯網股財報季考驗AI板塊輪動 https://www.nashnova.com/zh-hant/feed/special/8-5-9253 nashnova zh-tw 2026-08-11T23:24:55.057Z 日本8月商業景氣改善，半導體需求拉動製造業指數創近5個月新高 https://www.nashnova.com/zh-hant/feed/special/ai-17-9252 nashnova zh-tw 2026-08-11T23:15:02.183Z AI拋售後外資轉向台股，本月淨買入17億美元 https://www.nashnova.com/zh-hant/feed/special/13-percent-9251 nashnova zh-tw 2026-08-11T22:46:21.690Z 波克夏保險承保利潤下滑13%，多單元表現遜於同業 https://www.nashnova.com/zh-hant/feed/special/9250 nashnova zh-tw 2026-08-11T22:45:00.654Z 特朗普考慮削減資本利得稅以提振中期選舉 https://www.nashnova.com/zh-hant/feed/special/cpi-9249 nashnova zh-tw 2026-08-11T22:35:03.036Z 亞洲股市開盤前景偏弱，CPI數據與伊朗局勢雙重壓制 https://www.nashnova.com/zh-hant/feed/special/api-907-9248 nashnova zh-tw 2026-08-11T22:19:38.450Z API數據：美國原油庫存意外增加907萬桶 https://www.nashnova.com/zh-hant/feed/special/8-110-9247 nashnova zh-tw 2026-08-11T21:20:16.674Z 巴拿馬運河通行費創歷史新高，8月均價逾110萬美元