https://www.nashnova.com/feed/special/uk-considers-following-eu-in-imposing-tariffs-on-chinese-evs-14202 nashnova en 2026-10-04T21:46:14.328Z UK Considers Following EU in Imposing Tariffs on Chinese EVs https://www.nashnova.com/feed/special/bi-report-deepseeks-rise-narrows-us-china-ai-gap-to-just-3-percent-14201 nashnova en 2026-10-04T21:16:41.920Z BI Report: DeepSeek's Rise Narrows US-China AI Gap to Just 3% https://www.nashnova.com/feed/special/asian-gold-producing-nations-hoard-domestic-supply-as-resource-nationalism-adds-14200 nashnova en 2026-10-04T21:06:50.335Z Asian Gold-Producing Nations Hoard Domestic Supply as Resource Nationalism Adds Medium- to Long-Term Upward Pressure on Gold Prices https://www.nashnova.com/feed/special/morgan-stanleys-wilson-bond-volatility-will-determine-market-breadth-direction-14199 nashnova en 2026-10-04T20:46:45.349Z Morgan Stanley's Wilson: Bond Volatility Will Determine Market Breadth Direction https://www.nashnova.com/feed/special/iran-insists-on-seven-conditions-as-strait-of-hormuz-blockade-standoff-continues-14198 nashnova en 2026-10-04T17:41:33.632Z Iran Insists on Seven Conditions as Strait of Hormuz Blockade Standoff Continues https://www.nashnova.com/feed/special/iranian-oil-minister-paknejad-resigns-bovard-takes-over-as-acting-minister-14197 nashnova en 2026-10-04T17:30:57.121Z Iranian Oil Minister Paknejad Resigns, Bovard Takes Over as Acting Minister https://www.nashnova.com/feed/special/s-and-p-500-earnings-revision-optimism-hits-20-year-high-14196 nashnova en 2026-10-04T15:26:30.790Z S&P 500 Earnings Revision Optimism Hits 20-Year High https://www.nashnova.com/feed/special/wall-street-strategists-push-cross-asset-hedging-as-dual-digital-options-gain-14195 nashnova en 2026-10-04T14:41:42.213Z Wall Street Strategists Push Cross-Asset Hedging as Dual Digital Options Gain Popularity https://www.nashnova.com/feed/special/u-s-treasury-yields-break-5-percent-emerging-market-carry-traders-hold-their-14194 nashnova en 2026-10-04T13:31:39.829Z U.S. Treasury Yields Break 5%, Emerging Market Carry Traders Hold Their Ground https://www.nashnova.com/feed/special/seven-opec-nations-keep-november-production-targets-unchanged-actual-output-14193 nashnova en 2026-10-04T13:06:29.810Z Seven OPEC+ Nations Keep November Production Targets Unchanged; Actual Output Remains Well Below Quotas https://www.nashnova.com/feed/special/nvidia-backed-reflection-to-release-powerful-open-source-ai-model-14192 nashnova en 2026-10-04T12:56:32.833Z Nvidia-Backed Reflection to Release Powerful Open-Source AI Model https://www.nashnova.com/feed/special/u-s-irs-targets-aqr-tax-strategies-warns-of-potential-retroactive-penalties-14191 nashnova en 2026-10-04T12:11:21.566Z U.S. IRS Targets AQR Tax Strategies, Warns of Potential Retroactive Penalties https://www.nashnova.com/feed/special/morgan-stanley-chinas-global-export-share-expected-to-rise-to-16-5-percent-by-14190 nashnova en 2026-10-04T09:16:49.800Z Morgan Stanley: China's Global Export Share Expected to Rise to 16.5% by 2030 https://www.nashnova.com/feed/special/white-house-super-ai-task-force-officially-launched-clayton-to-lead-120-day-ai-14189 nashnova en 2026-10-04T07:16:47.906Z White House Super AI Task Force Officially Launched; Clayton to Lead 120-Day AI Regulatory Proposal https://www.nashnova.com/feed/special/softbanks-digitalbridge-acquisition-sons-ai-expansion-seeks-off-balance-sheet-14188 nashnova en 2026-10-04T04:26:40.258Z SoftBank's DigitalBridge Acquisition: Son's AI Expansion Seeks Off-Balance-Sheet Financing https://www.nashnova.com/feed/special/bessent-rising-treasury-yields-a-global-phenomenon-dismisses-ai-bubble-claims-14187 nashnova en 2026-10-04T03:06:43.190Z Bessent: Rising Treasury Yields a Global Phenomenon, Dismisses AI Bubble Claims https://www.nashnova.com/feed/special/china-closes-over-670-banks-in-four-years-as-regulatory-consolidation-hits-14186 nashnova en 2026-10-04T02:06:41.375Z China Closes Over 670 Banks in Four Years as Regulatory Consolidation Hits Record https://www.nashnova.com/feed/special/citic-securities-mortgage-to-rent-parity-signal-emerges-bullish-on-developers-14185 nashnova en 2026-10-03T23:26:30.820Z CITIC Securities: Mortgage-to-Rent Parity Signal Emerges, Bullish on Developers and Leading Brokerage Firms https://www.nashnova.com/feed/special/fed-and-ecb-meeting-minutes-due-for-release-as-rate-hike-expectations-cool-on-14184 nashnova en 2026-10-03T20:31:55.783Z Fed and ECB Meeting Minutes Due for Release as Rate Hike Expectations Cool on Both Sides https://www.nashnova.com/feed/special/openai-safety-staff-resign-claim-company-culture-is-broken-14183 nashnova en 2026-10-03T16:36:52.076Z OpenAI Safety Staff Resign: Claim Company Culture Is Broken https://www.nashnova.com/feed/special/bofa-ai-narrative-becomes-last-line-of-defense-for-u-s-bond-market-a-collapse-in-14182 nashnova en 2026-10-03T16:31:59.451Z BofA: AI Narrative Becomes Last Line of Defense for U.S. Bond Market — A Collapse in the Narrative Would Amplify All Macro Risks https://www.nashnova.com/feed/special/musk-confirms-talks-with-tsmc-on-texas-chip-fab-collaboration-14181 nashnova en 2026-10-03T16:27:20.385Z Musk Confirms Talks with TSMC on Texas Chip Fab Collaboration https://www.nashnova.com/feed/special/ubs-90-percent-of-foreign-capital-flowing-into-the-u-s-is-m-and-a-manufacturing-14180 nashnova en 2026-10-03T16:26:21.321Z UBS: 90% of Foreign Capital Flowing into the U.S. Is M&A, Manufacturing Reshoring Data Questioned https://www.nashnova.com/feed/special/thick-smoke-reportedly-seen-at-saudi-aramcos-riyadh-refinery-as-saudi-arabia-14179 nashnova en 2026-10-03T16:13:50.324Z Thick Smoke Reportedly Seen at Saudi Aramco's Riyadh Refinery as Saudi Arabia Plans Major Military Operation Against Houthis https://www.nashnova.com/feed/special/ubs-warning-european-natural-gas-storage-at-only-71-5-percent-winter-buffer-hits-14178 nashnova en 2026-10-03T16:12:39.903Z UBS Warning: European Natural Gas Storage at Only 71.5%, Winter Buffer Hits Historic Low https://www.nashnova.com/feed/special/cheaper-ai-wont-cut-power-bills-mckinsey-forecasts-24-percent-annual-growth-in-14177 nashnova en 2026-10-03T16:11:33.872Z Cheaper AI Won't Cut Power Bills: McKinsey Forecasts 24% Annual Growth in Data Center Electricity Consumption https://www.nashnova.com/feed/special/jpmorgan-breaks-down-investment-strategies-for-three-u-s-midterm-election-14176 nashnova en 2026-10-03T16:01:58.305Z JPMorgan Breaks Down Investment Strategies for Three U.S. Midterm Election Scenarios https://www.nashnova.com/feed/special/goldman-sachs-real-time-model-points-to-china-q3-gdp-growth-of-4-1-percent-14175 nashnova en 2026-10-03T11:46:34.203Z Goldman Sachs Real-Time Model Points to China Q3 GDP Growth of 4.1% https://www.nashnova.com/feed/special/cta-positioning-plunges-over-3-standard-deviations-as-1-3-trillion-buyback-14174 nashnova en 2026-10-03T09:06:49.955Z CTA Positioning Plunges Over 3 Standard Deviations as $1.3 Trillion Buyback Window Reopens in October https://www.nashnova.com/feed/special/hkex-prepares-rmb-denominated-gold-futures-with-supporting-clearing-system-set-14173 nashnova en 2026-10-03T08:16:37.873Z HKEX Prepares RMB-Denominated Gold Futures with Supporting Clearing System Set to Launch in 2027 https://www.nashnova.com/feed/special/morgan-stanley-september-ai-bond-issuance-drop-is-a-pause-q4-rebound-expected-14172 nashnova en 2026-10-03T08:11:53.244Z Morgan Stanley: September AI Bond Issuance Drop Is a Pause, Q4 Rebound Expected https://www.nashnova.com/feed/special/ecb-president-candidates-to-meet-separately-with-german-chancellor-merz-14171 nashnova en 2026-10-03T07:22:59.746Z ECB President Candidates to Meet Separately with German Chancellor Merz https://www.nashnova.com/feed/special/surging-bond-yields-weigh-on-european-equities-as-stoxx-600-posts-fourth-14170 nashnova en 2026-10-03T07:21:52.188Z Surging Bond Yields Weigh on European Equities as STOXX 600 Posts Fourth Consecutive Weekly Decline https://www.nashnova.com/feed/special/jpmorgan-tesla-eps-inflection-point-pushed-to-2028-neutral-rating-maintained-14169 nashnova en 2026-10-03T05:56:54.311Z JPMorgan: Tesla EPS Inflection Point Pushed to 2028, Neutral Rating Maintained https://www.nashnova.com/feed/special/bernstein-japan-semiconductor-equipment-sales-up-50-percent-yoy-as-ai-computing-14168 nashnova en 2026-10-03T03:32:00.402Z Bernstein: Japan Semiconductor Equipment Sales Up 50% YoY as AI Computing Investment Ripples Upstream https://www.nashnova.com/zh/feed/special/uk-considers-following-eu-in-imposing-tariffs-on-chinese-evs-14202 nashnova zh-cn 2026-10-04T21:46:14.328Z 英国拟跟进欧盟对中国电动车加征关税 https://www.nashnova.com/zh/feed/special/bi-report-deepseeks-rise-narrows-us-china-ai-gap-to-just-3-percent-14201 nashnova zh-cn 2026-10-04T21:16:41.920Z BI报告:DeepSeek崛起致美中AI差距收窄至3% https://www.nashnova.com/zh/feed/special/asian-gold-producing-nations-hoard-domestic-supply-as-resource-nationalism-adds-14200 nashnova zh-cn 2026-10-04T21:06:50.335Z 亚洲产金国囤积本国供应,资源民族主义推升金价中长期压力 https://www.nashnova.com/zh/feed/special/morgan-stanleys-wilson-bond-volatility-will-determine-market-breadth-direction-14199 nashnova zh-cn 2026-10-04T20:46:45.349Z 大摩威尔逊:债券波动率决定市场广度走向 https://www.nashnova.com/zh/feed/special/iran-insists-on-seven-conditions-as-strait-of-hormuz-blockade-standoff-continues-14198 nashnova zh-cn 2026-10-04T17:41:33.632Z 伊朗坚持七项条件,霍尔木兹海峡封锁僵局持续 https://www.nashnova.com/zh/feed/special/iranian-oil-minister-paknejad-resigns-bovard-takes-over-as-acting-minister-14197 nashnova zh-cn 2026-10-04T17:30:57.121Z 伊朗石油部长帕克内贾德辞职,博瓦尔德代理部长职务 https://www.nashnova.com/zh/feed/special/s-and-p-500-earnings-revision-optimism-hits-20-year-high-14196 nashnova zh-cn 2026-10-04T15:26:30.790Z 标普500企业盈利预期乐观度创20年新高 https://www.nashnova.com/zh/feed/special/wall-street-strategists-push-cross-asset-hedging-as-dual-digital-options-gain-14195 nashnova zh-cn 2026-10-04T14:41:42.213Z 华尔街策略师力推跨资产对冲,双元期权受追捧 https://www.nashnova.com/zh/feed/special/u-s-treasury-yields-break-5-percent-emerging-market-carry-traders-hold-their-14194 nashnova zh-cn 2026-10-04T13:31:39.829Z 美债收益率破5%,新兴市场套息交易者选择坚守 https://www.nashnova.com/zh/feed/special/seven-opec-nations-keep-november-production-targets-unchanged-actual-output-14193 nashnova zh-cn 2026-10-04T13:06:29.810Z OPEC+七国维持11月产量目标不变,实际产量仍远低于配额 https://www.nashnova.com/zh/feed/special/nvidia-backed-reflection-to-release-powerful-open-source-ai-model-14192 nashnova zh-cn 2026-10-04T12:56:32.833Z 英伟达支持的Reflection将发布强力开源AI模型 https://www.nashnova.com/zh/feed/special/u-s-irs-targets-aqr-tax-strategies-warns-of-potential-retroactive-penalties-14191 nashnova zh-cn 2026-10-04T12:11:21.566Z 美国IRS瞄准AQR税务策略,警告或追溯处罚 https://www.nashnova.com/zh/feed/special/morgan-stanley-chinas-global-export-share-expected-to-rise-to-16-5-percent-by-14190 nashnova zh-cn 2026-10-04T09:16:49.800Z 大摩:中国全球出口份额料升至2030年16.5% https://www.nashnova.com/zh/feed/special/white-house-super-ai-task-force-officially-launched-clayton-to-lead-120-day-ai-14189 nashnova zh-cn 2026-10-04T07:16:47.906Z 白宫超级智能工作组正式成立,克莱顿领衔120天内提交AI监管方案 https://www.nashnova.com/zh/feed/special/softbanks-digitalbridge-acquisition-sons-ai-expansion-seeks-off-balance-sheet-14188 nashnova zh-cn 2026-10-04T04:26:40.258Z 软银收购DigitalBridge:孙正义AI扩张寻求表外融资 https://www.nashnova.com/zh/feed/special/bessent-rising-treasury-yields-a-global-phenomenon-dismisses-ai-bubble-claims-14187 nashnova zh-cn 2026-10-04T03:06:43.190Z 贝森特:美债收益率上升属全球现象,驳斥AI泡沫论 https://www.nashnova.com/zh/feed/special/china-closes-over-670-banks-in-four-years-as-regulatory-consolidation-hits-14186 nashnova zh-cn 2026-10-04T02:06:41.375Z 中国四年关闭逾670家银行,监管整合创纪录 https://www.nashnova.com/zh/feed/special/citic-securities-mortgage-to-rent-parity-signal-emerges-bullish-on-developers-14185 nashnova zh-cn 2026-10-03T23:26:30.820Z 中信证券:供平过租信号显现,看好开发类及龙头经纪企业 https://www.nashnova.com/zh/feed/special/fed-and-ecb-meeting-minutes-due-for-release-as-rate-hike-expectations-cool-on-14184 nashnova zh-cn 2026-10-03T20:31:55.783Z 美联储与欧洲央行会议纪要将发布,加息预期双双降温 https://www.nashnova.com/zh/feed/special/openai-safety-staff-resign-claim-company-culture-is-broken-14183 nashnova zh-cn 2026-10-03T16:36:52.076Z OpenAI安全员工辞职:称公司文化已破碎 https://www.nashnova.com/zh/feed/special/bofa-ai-narrative-becomes-last-line-of-defense-for-u-s-bond-market-a-collapse-in-14182 nashnova zh-cn 2026-10-03T16:31:59.451Z 美银:AI叙事成美债市场最后防线,叙事破裂将放大所有宏观风险 https://www.nashnova.com/zh/feed/special/musk-confirms-talks-with-tsmc-on-texas-chip-fab-collaboration-14181 nashnova zh-cn 2026-10-03T16:27:20.385Z 马斯克确认与台积电洽谈德州芯片厂合作 https://www.nashnova.com/zh/feed/special/ubs-90-percent-of-foreign-capital-flowing-into-the-u-s-is-m-and-a-manufacturing-14180 nashnova zh-cn 2026-10-03T16:26:21.321Z 瑞银:外资涌入美国九成是并购,制造业回流数据存疑 https://www.nashnova.com/zh/feed/special/thick-smoke-reportedly-seen-at-saudi-aramcos-riyadh-refinery-as-saudi-arabia-14179 nashnova zh-cn 2026-10-03T16:13:50.324Z 沙特阿美利雅得炼厂疑现浓烟,沙特拟对胡塞武装发动大规模军事行动 https://www.nashnova.com/zh/feed/special/ubs-warning-european-natural-gas-storage-at-only-71-5-percent-winter-buffer-hits-14178 nashnova zh-cn 2026-10-03T16:12:39.903Z 瑞银预警:欧洲天然气库存仅71.5%,冬季缓冲创历史低位 https://www.nashnova.com/zh/feed/special/cheaper-ai-wont-cut-power-bills-mckinsey-forecasts-24-percent-annual-growth-in-14177 nashnova zh-cn 2026-10-03T16:11:33.872Z AI降价未必省电:麦肯锡预测数据中心用电年增24% https://www.nashnova.com/zh/feed/special/jpmorgan-breaks-down-investment-strategies-for-three-u-s-midterm-election-14176 nashnova zh-cn 2026-10-03T16:01:58.305Z 摩根大通拆解美国中期选举三情景投资策略 https://www.nashnova.com/zh/feed/special/goldman-sachs-real-time-model-points-to-china-q3-gdp-growth-of-4-1-percent-14175 nashnova zh-cn 2026-10-03T11:46:34.203Z 高盛实时模型指向中国Q3 GDP增速4.1% https://www.nashnova.com/zh/feed/special/cta-positioning-plunges-over-3-standard-deviations-as-1-3-trillion-buyback-14174 nashnova zh-cn 2026-10-03T09:06:49.955Z CTA仓位骤降逾3个标准差,1.3万亿美元回购窗口10月重开 https://www.nashnova.com/zh/feed/special/hkex-prepares-rmb-denominated-gold-futures-with-supporting-clearing-system-set-14173 nashnova zh-cn 2026-10-03T08:16:37.873Z 港交所筹备人民币计价黄金期货,配套清算系统2027年启用 https://www.nashnova.com/zh/feed/special/morgan-stanley-september-ai-bond-issuance-drop-is-a-pause-q4-rebound-expected-14172 nashnova zh-cn 2026-10-03T08:11:53.244Z 大摩:9月AI债发行骤降属暂停,四季度将回升 https://www.nashnova.com/zh/feed/special/ecb-president-candidates-to-meet-separately-with-german-chancellor-merz-14171 nashnova zh-cn 2026-10-03T07:22:59.746Z 欧洲央行行长候选人将分别会见德国总理默茨 https://www.nashnova.com/zh/feed/special/surging-bond-yields-weigh-on-european-equities-as-stoxx-600-posts-fourth-14170 nashnova zh-cn 2026-10-03T07:21:52.188Z 债券收益率飙升压制欧洲股市,斯托克600指数连续四周下跌 https://www.nashnova.com/zh/feed/special/jpmorgan-tesla-eps-inflection-point-pushed-to-2028-neutral-rating-maintained-14169 nashnova zh-cn 2026-10-03T05:56:54.311Z 摩根大通:特斯拉EPS拐点推至2028年,维持中性评级 https://www.nashnova.com/zh/feed/special/bernstein-japan-semiconductor-equipment-sales-up-50-percent-yoy-as-ai-computing-14168 nashnova zh-cn 2026-10-03T03:32:00.402Z 伯恩斯坦:日本半导体设备销售同比增50%,AI算力投资向上游扩散 https://www.nashnova.com/zh-hant/feed/special/uk-considers-following-eu-in-imposing-tariffs-on-chinese-evs-14202 nashnova zh-tw 2026-10-04T21:46:14.328Z 英國擬跟進歐盟對中國電動車加徵關稅 https://www.nashnova.com/zh-hant/feed/special/bi-report-deepseeks-rise-narrows-us-china-ai-gap-to-just-3-percent-14201 nashnova zh-tw 2026-10-04T21:16:41.920Z BI報告:DeepSeek崛起致美中AI差距收窄至3% https://www.nashnova.com/zh-hant/feed/special/asian-gold-producing-nations-hoard-domestic-supply-as-resource-nationalism-adds-14200 nashnova zh-tw 2026-10-04T21:06:50.335Z 亞洲產金國囤積本國供應,資源民族主義推升金價中長期壓力 https://www.nashnova.com/zh-hant/feed/special/morgan-stanleys-wilson-bond-volatility-will-determine-market-breadth-direction-14199 nashnova zh-tw 2026-10-04T20:46:45.349Z 大摩威爾遜:債券波動率決定市場廣度走向 https://www.nashnova.com/zh-hant/feed/special/iran-insists-on-seven-conditions-as-strait-of-hormuz-blockade-standoff-continues-14198 nashnova zh-tw 2026-10-04T17:41:33.632Z 伊朗堅持七項條件,霍爾木茲海峽封鎖僵局持續 https://www.nashnova.com/zh-hant/feed/special/iranian-oil-minister-paknejad-resigns-bovard-takes-over-as-acting-minister-14197 nashnova zh-tw 2026-10-04T17:30:57.121Z 伊朗石油部長帕克內賈德辭職,博瓦爾德代理部長職務 https://www.nashnova.com/zh-hant/feed/special/s-and-p-500-earnings-revision-optimism-hits-20-year-high-14196 nashnova zh-tw 2026-10-04T15:26:30.790Z 標普500企業盈利預期樂觀度創20年新高 https://www.nashnova.com/zh-hant/feed/special/wall-street-strategists-push-cross-asset-hedging-as-dual-digital-options-gain-14195 nashnova zh-tw 2026-10-04T14:41:42.213Z 華爾街策略師力推跨資產對沖,雙元期權受追捧 https://www.nashnova.com/zh-hant/feed/special/u-s-treasury-yields-break-5-percent-emerging-market-carry-traders-hold-their-14194 nashnova zh-tw 2026-10-04T13:31:39.829Z 美債收益率破5%,新興市場套息交易者選擇堅守 https://www.nashnova.com/zh-hant/feed/special/seven-opec-nations-keep-november-production-targets-unchanged-actual-output-14193 nashnova zh-tw 2026-10-04T13:06:29.810Z OPEC+七國維持11月產量目標不變,實際產量仍遠低於配額 https://www.nashnova.com/zh-hant/feed/special/nvidia-backed-reflection-to-release-powerful-open-source-ai-model-14192 nashnova zh-tw 2026-10-04T12:56:32.833Z 英偉達支持的Reflection將發布強力開源AI模型 https://www.nashnova.com/zh-hant/feed/special/u-s-irs-targets-aqr-tax-strategies-warns-of-potential-retroactive-penalties-14191 nashnova zh-tw 2026-10-04T12:11:21.566Z 美國IRS瞄準AQR稅務策略,警告或追溯處罰 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-chinas-global-export-share-expected-to-rise-to-16-5-percent-by-14190 nashnova zh-tw 2026-10-04T09:16:49.800Z 大摩:中國全球出口份額料升至2030年16.5% https://www.nashnova.com/zh-hant/feed/special/white-house-super-ai-task-force-officially-launched-clayton-to-lead-120-day-ai-14189 nashnova zh-tw 2026-10-04T07:16:47.906Z 白宮超級智能工作組正式成立,克萊頓領銜120天內提交AI監管方案 https://www.nashnova.com/zh-hant/feed/special/softbanks-digitalbridge-acquisition-sons-ai-expansion-seeks-off-balance-sheet-14188 nashnova zh-tw 2026-10-04T04:26:40.258Z 軟銀收購DigitalBridge:孫正義AI擴張尋求表外融資 https://www.nashnova.com/zh-hant/feed/special/bessent-rising-treasury-yields-a-global-phenomenon-dismisses-ai-bubble-claims-14187 nashnova zh-tw 2026-10-04T03:06:43.190Z 貝森特:美債收益率上升屬全球現象,駁斥AI泡沫論 https://www.nashnova.com/zh-hant/feed/special/china-closes-over-670-banks-in-four-years-as-regulatory-consolidation-hits-14186 nashnova zh-tw 2026-10-04T02:06:41.375Z 中國四年關閉逾670家銀行,監管整合創紀錄 https://www.nashnova.com/zh-hant/feed/special/citic-securities-mortgage-to-rent-parity-signal-emerges-bullish-on-developers-14185 nashnova zh-tw 2026-10-03T23:26:30.820Z 中信證券:供平過租信號顯現,看好開發類及龍頭經紀企業 https://www.nashnova.com/zh-hant/feed/special/fed-and-ecb-meeting-minutes-due-for-release-as-rate-hike-expectations-cool-on-14184 nashnova zh-tw 2026-10-03T20:31:55.783Z 美聯儲與歐洲央行會議紀要將發布,加息預期雙雙降溫 https://www.nashnova.com/zh-hant/feed/special/openai-safety-staff-resign-claim-company-culture-is-broken-14183 nashnova zh-tw 2026-10-03T16:36:52.076Z OpenAI安全員工辭職:稱公司文化已破碎 https://www.nashnova.com/zh-hant/feed/special/bofa-ai-narrative-becomes-last-line-of-defense-for-u-s-bond-market-a-collapse-in-14182 nashnova zh-tw 2026-10-03T16:31:59.451Z 美銀:AI敘事成美債市場最後防線,敘事破裂將放大所有宏觀風險 https://www.nashnova.com/zh-hant/feed/special/musk-confirms-talks-with-tsmc-on-texas-chip-fab-collaboration-14181 nashnova zh-tw 2026-10-03T16:27:20.385Z 馬斯克確認與台積電洽談德州晶片廠合作 https://www.nashnova.com/zh-hant/feed/special/ubs-90-percent-of-foreign-capital-flowing-into-the-u-s-is-m-and-a-manufacturing-14180 nashnova zh-tw 2026-10-03T16:26:21.321Z 瑞銀:外資湧入美國九成是併購,製造業回流數據存疑 https://www.nashnova.com/zh-hant/feed/special/thick-smoke-reportedly-seen-at-saudi-aramcos-riyadh-refinery-as-saudi-arabia-14179 nashnova zh-tw 2026-10-03T16:13:50.324Z 沙特阿美利雅得煉廠疑現濃煙,沙特擬對胡塞武裝發動大規模軍事行動 https://www.nashnova.com/zh-hant/feed/special/ubs-warning-european-natural-gas-storage-at-only-71-5-percent-winter-buffer-hits-14178 nashnova zh-tw 2026-10-03T16:12:39.903Z 瑞銀預警:歐洲天然氣庫存僅71.5%,冬季緩衝創歷史低位 https://www.nashnova.com/zh-hant/feed/special/cheaper-ai-wont-cut-power-bills-mckinsey-forecasts-24-percent-annual-growth-in-14177 nashnova zh-tw 2026-10-03T16:11:33.872Z AI降價未必省電:麥肯錫預測數據中心用電年增24% https://www.nashnova.com/zh-hant/feed/special/jpmorgan-breaks-down-investment-strategies-for-three-u-s-midterm-election-14176 nashnova zh-tw 2026-10-03T16:01:58.305Z 摩根大通拆解美國中期選舉三情景投資策略 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-real-time-model-points-to-china-q3-gdp-growth-of-4-1-percent-14175 nashnova zh-tw 2026-10-03T11:46:34.203Z 高盛即時模型指向中國Q3 GDP增速4.1% https://www.nashnova.com/zh-hant/feed/special/cta-positioning-plunges-over-3-standard-deviations-as-1-3-trillion-buyback-14174 nashnova zh-tw 2026-10-03T09:06:49.955Z CTA倉位驟降逾3個標準差,1.3兆美元回購窗口10月重開 https://www.nashnova.com/zh-hant/feed/special/hkex-prepares-rmb-denominated-gold-futures-with-supporting-clearing-system-set-14173 nashnova zh-tw 2026-10-03T08:16:37.873Z 港交所籌備人民幣計價黃金期貨,配套清算系統2027年啟用 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-september-ai-bond-issuance-drop-is-a-pause-q4-rebound-expected-14172 nashnova zh-tw 2026-10-03T08:11:53.244Z 大摩:9月AI債發行驟降屬暫停,四季度將回升 https://www.nashnova.com/zh-hant/feed/special/ecb-president-candidates-to-meet-separately-with-german-chancellor-merz-14171 nashnova zh-tw 2026-10-03T07:22:59.746Z 歐洲央行行長候選人將分別會見德國總理默茨 https://www.nashnova.com/zh-hant/feed/special/surging-bond-yields-weigh-on-european-equities-as-stoxx-600-posts-fourth-14170 nashnova zh-tw 2026-10-03T07:21:52.188Z 債券收益率飆升壓制歐洲股市,斯托克600指數連續四週下跌 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-tesla-eps-inflection-point-pushed-to-2028-neutral-rating-maintained-14169 nashnova zh-tw 2026-10-03T05:56:54.311Z 摩根大通:特斯拉EPS拐點推至2028年,維持中性評級 https://www.nashnova.com/zh-hant/feed/special/bernstein-japan-semiconductor-equipment-sales-up-50-percent-yoy-as-ai-computing-14168 nashnova zh-tw 2026-10-03T03:32:00.402Z 伯恩斯坦:日本半導體設備銷售同比增50%,AI算力投資向上游擴散