https://www.nashnova.com/feed/special/paramount-skydance-launches-44-4-billion-bond-roadshow-with-10-year-rate-13611 nashnova en 2026-09-28T13:58:03.386Z Paramount Skydance Launches $44.4 Billion Bond Roadshow with 10-Year Rate Guidance in Low 9% Range https://www.nashnova.com/feed/special/wells-fargo-bond-yields-break-5-percent-stock-allocation-faces-reset-13610 nashnova en 2026-09-28T13:49:03.765Z Wells Fargo: Bond Yields Break 5%, Stock Allocation Faces Reset https://www.nashnova.com/feed/special/u-s-sharply-cuts-fuel-economy-standards-fully-reversing-bidens-ev-policies-13609 nashnova en 2026-09-28T13:48:02.993Z U.S. Sharply Cuts Fuel Economy Standards, Fully Reversing Biden's EV Policies https://www.nashnova.com/feed/special/bernstein-comprehensive-mapping-of-chinas-npo-and-ai-superpod-supply-chain-13608 nashnova en 2026-09-28T13:44:29.261Z Bernstein: Comprehensive Mapping of China's NPO and AI SuperPod Supply Chain https://www.nashnova.com/feed/special/volkswagen-sells-5-3-percent-stake-in-gotion-high-tech-while-deepening-european-13607 nashnova en 2026-09-28T13:42:45.718Z Volkswagen Sells 5.3% Stake in Gotion High-Tech While Deepening European Battery Cooperation https://www.nashnova.com/feed/special/bofa-initiates-ionq-at-buy-with-60-price-target-13606 nashnova en 2026-09-28T13:28:49.210Z BofA Initiates IonQ at Buy with $60 Price Target https://www.nashnova.com/feed/special/sheins-first-earnings-report-post-ipo-q2-net-profit-of-2-4b-marks-turnaround-but-13605 nashnova en 2026-09-28T13:27:45.960Z Shein's First Earnings Report Post-IPO: Q2 Net Profit of $2.4B Marks Turnaround, but Stock Already Down 28% https://www.nashnova.com/feed/special/apollo-chief-economist-warns-ai-agents-could-trigger-a-slow-exodus-of-bank-13604 nashnova en 2026-09-28T13:17:53.712Z Apollo Chief Economist Warns: AI Agents Could Trigger a Slow Exodus of Bank Deposits https://www.nashnova.com/feed/special/u-s-senate-report-tether-stablecoin-identified-as-key-tool-for-iran-to-evade-13603 nashnova en 2026-09-28T13:07:57.149Z U.S. Senate Report: Tether Stablecoin Identified as Key Tool for Iran to Evade Sanctions https://www.nashnova.com/feed/special/roche-terminates-development-of-obesity-drug-candidate-emugrobart-13602 nashnova en 2026-09-28T13:03:11.247Z Roche Terminates Development of Obesity Drug Candidate Emugrobart https://www.nashnova.com/feed/special/meta-launches-enterprise-ai-division-betting-on-monetizing-massive-13601 nashnova en 2026-09-28T12:48:14.317Z Meta Launches Enterprise AI Division, Betting on Monetizing Massive Infrastructure Spending https://www.nashnova.com/feed/special/morgan-stanley-bearish-on-gbp-to-1-30-as-short-positions-surge-ahead-of-budget-13600 nashnova en 2026-09-28T12:23:20.714Z Morgan Stanley Bearish on GBP to 1.30 as Short Positions Surge Ahead of Budget https://www.nashnova.com/feed/special/spacex-starship-conducts-first-orbital-flight-test-carrying-26-v3-starlink-13599 nashnova en 2026-09-28T12:03:49.770Z SpaceX Starship Conducts First Orbital Flight Test, Carrying 26 V3 Starlink Satellites https://www.nashnova.com/feed/special/nu-holdings-reportedly-eyes-8-10-billion-acquisition-of-uk-digital-bank-monzo-13598 nashnova en 2026-09-28T12:02:44.942Z Nu Holdings Reportedly Eyes £8-10 Billion Acquisition of UK Digital Bank Monzo https://www.nashnova.com/feed/special/jefferies-weak-hong-kong-secondary-market-prices-signal-softening-iphone-18-pro-13597 nashnova en 2026-09-28T12:00:18.044Z Jefferies: Weak Hong Kong Secondary Market Prices Signal Softening iPhone 18 Pro Demand https://www.nashnova.com/feed/special/state-council-deploys-counter-cyclical-measures-accelerating-bond-issuance-and-13596 nashnova en 2026-09-28T11:58:54.222Z State Council Deploys Counter-Cyclical Measures, Accelerating Bond Issuance and Expanding Re-Lending Programs https://www.nashnova.com/feed/special/citi-recommends-buying-china-30-year-government-bonds-targeting-1-80-percent-13595 nashnova en 2026-09-28T11:57:52.173Z Citi Recommends Buying China 30-Year Government Bonds, Targeting 1.80% Yield https://www.nashnova.com/feed/special/uk-launches-new-first-time-buyer-scheme-housebuilder-stocks-surge-over-10-13594 nashnova en 2026-09-28T11:46:29.856Z UK Launches New First-Time Buyer Scheme, Housebuilder Stocks Surge Over 10% https://www.nashnova.com/feed/special/u-s-10-year-treasury-yield-rises-to-5-23-percent-hitting-highest-level-since-13593 nashnova en 2026-09-28T11:45:02.278Z U.S. 10-Year Treasury Yield Rises to 5.23%, Hitting Highest Level Since 2007 https://www.nashnova.com/feed/special/citi-partners-with-coinbase-to-expand-stablecoin-payment-services-13592 nashnova en 2026-09-28T11:44:02.574Z Citi Partners with Coinbase to Expand Stablecoin Payment Services https://www.nashnova.com/feed/special/citi-plans-banamex-ipo-to-raise-over-3-billion-targeting-january-listing-13591 nashnova en 2026-09-28T11:42:55.653Z Citi Plans Banamex IPO to Raise Over $3 Billion, Targeting January Listing https://www.nashnova.com/feed/special/rbc-strategist-s-and-p-500-may-face-5-percent-to-10-percent-pullback-13590 nashnova en 2026-09-28T11:24:16.877Z RBC Strategist: S&P 500 May Face 5% to 10% Pullback https://www.nashnova.com/feed/special/snowflake-plans-3-5-billion-private-offering-of-zero-coupon-convertible-notes-13589 nashnova en 2026-09-28T11:22:59.178Z Snowflake Plans $3.5 Billion Private Offering of Zero-Coupon Convertible Notes https://www.nashnova.com/feed/special/nvidia-adds-150-billion-buyback-authorization-the-largest-in-u-s-history-13588 nashnova en 2026-09-28T11:17:50.647Z Nvidia Adds $150 Billion Buyback Authorization, the Largest in U.S. History https://www.nashnova.com/feed/special/gold-technicals-deteriorate-as-record-speculative-longs-face-liquidation-13587 nashnova en 2026-09-28T11:03:57.617Z Gold Technicals Deteriorate as Record Speculative Longs Face Liquidation Pressure https://www.nashnova.com/feed/special/u-s-trucking-freight-rates-continue-to-climb-transportation-costs-ripple-through-13586 nashnova en 2026-09-28T11:02:39.750Z U.S. Trucking Freight Rates Continue to Climb, Transportation Costs Ripple Through the Economy https://www.nashnova.com/feed/special/innovent-biologics-pirtobrutinib-approved-for-full-line-cll-sll-treatment-13585 nashnova en 2026-09-28T10:28:13.467Z Innovent Biologics' Pirtobrutinib Approved for Full-Line CLL/SLL Treatment https://www.nashnova.com/feed/special/baird-raises-micron-price-target-to-152-bullish-on-agentic-ai-demand-13584 nashnova en 2026-09-28T10:18:47.076Z Baird Raises Micron Price Target to $152, Bullish on Agentic AI Demand https://www.nashnova.com/feed/special/northbound-capital-net-sold-hk-6-554-billion-tracker-fund-of-hong-kong-dumped-13583 nashnova en 2026-09-28T10:10:07.660Z Northbound Capital Net Sold HK$6.554 Billion, Tracker Fund of Hong Kong Dumped Over HK$2.1 Billion https://www.nashnova.com/feed/special/apple-and-amazon-uk-antitrust-class-actions-partially-allowed-to-proceed-13582 nashnova en 2026-09-28T10:08:39.843Z Apple and Amazon UK Antitrust Class Actions Partially Allowed to Proceed https://www.nashnova.com/feed/special/rise-of-small-models-threatens-cloud-computing-demand-putting-nearly-1-trillion-13581 nashnova en 2026-09-28T09:54:53.336Z Rise of Small Models Threatens Cloud Computing Demand, Putting Nearly $1 Trillion in Data Center Spending at Risk of Misallocation https://www.nashnova.com/feed/special/trump-policies-backfire-u-s-interest-rates-and-inflation-both-under-pressure-13580 nashnova en 2026-09-28T09:53:23.606Z Trump Policies Backfire: U.S. Interest Rates and Inflation Both Under Pressure https://www.nashnova.com/feed/special/goldman-sachs-models-five-transmission-effects-of-a-u-s-diesel-export-ban-13579 nashnova en 2026-09-28T09:49:21.515Z Goldman Sachs Models Five Transmission Effects of a U.S. Diesel Export Ban https://www.nashnova.com/feed/special/goldman-sachs-limited-outcomes-from-u-s-china-summit-deep-divisions-remain-13578 nashnova en 2026-09-28T09:48:02.446Z Goldman Sachs: Limited Outcomes from U.S.-China Summit, Deep Divisions Remain Unresolved https://www.nashnova.com/feed/special/oil-prices-break-100-totalenergies-raises-buyback-target-and-pledges-over-5-13577 nashnova en 2026-09-28T09:45:20.530Z Oil Prices Break $100, TotalEnergies Raises Buyback Target and Pledges Over 5% Annual Dividend Growth https://www.nashnova.com/feed/special/bitcoin-futures-open-interest-drops-to-year-low-as-shorts-pay-to-maintain-13576 nashnova en 2026-09-28T09:43:52.145Z Bitcoin Futures Open Interest Drops to Year-Low as Shorts Pay to Maintain Bearish Positions https://www.nashnova.com/feed/special/mining-stocks-broadly-decline-as-gold-silver-and-copper-prices-pull-back-in-13575 nashnova en 2026-09-28T09:42:52.419Z Mining Stocks Broadly Decline as Gold, Silver, and Copper Prices Pull Back in Tandem https://www.nashnova.com/feed/special/macro-risks-weigh-on-etf-demand-as-bitcoin-pulls-back-below-83-000-13574 nashnova en 2026-09-28T09:23:53.100Z Macro Risks Weigh on ETF Demand as Bitcoin Pulls Back Below $83,000 https://www.nashnova.com/feed/special/jpmorgan-ai-trade-poised-for-recovery-after-pullback-bullish-on-semiconductors-13573 nashnova en 2026-09-28T09:22:47.084Z JPMorgan: AI Trade Poised for Recovery After Pullback, Bullish on Semiconductors https://www.nashnova.com/feed/special/expectations-rise-for-rbi-rate-hike-in-october-as-over-60-percent-of-economists-13572 nashnova en 2026-09-28T09:15:16.486Z Expectations Rise for RBI Rate Hike in October as Over 60% of Economists Forecast a 25 Basis Point Increase https://www.nashnova.com/feed/special/hedge-funds-rebuild-dollar-longs-as-energy-positions-sharply-cut-13571 nashnova en 2026-09-28T09:14:16.214Z Hedge Funds Rebuild Dollar Longs as Energy Positions Sharply Cut https://www.nashnova.com/feed/special/china-extends-exit-bans-on-top-ai-talent-to-their-immediate-family-members-13570 nashnova en 2026-09-28T09:13:02.349Z China Extends Exit Bans on Top AI Talent to Their Immediate Family Members https://www.nashnova.com/feed/special/u-s-stock-index-highs-mask-internal-bear-market-as-hedge-fund-nasdaq-shorts-hit-13569 nashnova en 2026-09-28T09:11:00.630Z U.S. Stock Index Highs Mask Internal Bear Market as Hedge Fund Nasdaq Shorts Hit Decade Record https://www.nashnova.com/feed/special/atsushi-mimura-warns-markets-to-heed-yen-signals-as-160-level-becomes-13568 nashnova en 2026-09-28T09:09:25.805Z Atsushi Mimura Warns Markets to Heed Yen Signals as 160 Level Becomes Intervention Trigger Line https://www.nashnova.com/feed/special/nvidia-launches-ai-agent-safety-platform-to-prevent-loss-of-control-13567 nashnova en 2026-09-28T09:08:10.191Z NVIDIA Launches AI Agent Safety Platform to Prevent Loss of Control https://www.nashnova.com/feed/special/ubs-raises-tsmcs-2027-capex-forecast-to-90b-as-nvidia-revenue-share-surpasses-13566 nashnova en 2026-09-28T08:59:26.342Z UBS Raises TSMC's 2027 Capex Forecast to $90B as NVIDIA Revenue Share Surpasses Apple for the First Time https://www.nashnova.com/feed/special/mercks-keytruda-subcutaneous-injection-approved-for-launch-in-china-13565 nashnova en 2026-09-28T08:42:48.190Z Merck's Keytruda Subcutaneous Injection Approved for Launch in China https://www.nashnova.com/feed/special/hong-kong-stocks-sept-28-close-hang-seng-up-0-54-percent-ai-hardware-and-gold-13564 nashnova en 2026-09-28T08:38:23.886Z Hong Kong Stocks Sept 28 Close: Hang Seng Up 0.54%, AI Hardware and Gold Stocks Plunge https://www.nashnova.com/feed/special/morgan-stanley-us-ai-power-gap-to-reach-57-gw-by-2026-speed-to-power-becomes-new-13563 nashnova en 2026-09-28T08:34:33.863Z Morgan Stanley: US AI Power Gap to Reach 57 GW by 2026, Speed-to-Power Becomes New Value Frontier https://www.nashnova.com/feed/special/brent-crude-breaks-100-trump-considers-banning-diesel-exports-13562 nashnova en 2026-09-28T08:33:10.095Z Brent Crude Breaks $100, Trump Considers Banning Diesel Exports https://www.nashnova.com/feed/special/hormuz-supply-disruption-tightens-lng-market-as-europe-ramps-up-imports-to-13561 nashnova en 2026-09-28T07:58:01.018Z Hormuz Supply Disruption Tightens LNG Market as Europe Ramps Up Imports to Compete for Asian Cargoes https://www.nashnova.com/feed/special/duan-yongping-adds-30-000-more-shares-of-kweichow-moutai-spending-over-36-9-13560 nashnova en 2026-09-28T07:23:24.585Z Duan Yongping Adds 30,000 More Shares of Kweichow Moutai, Spending Over 36.9 Million Yuan https://www.nashnova.com/feed/special/pimco-market-expectations-for-rba-rate-hikes-are-overdone-australian-bonds-in-13559 nashnova en 2026-09-28T07:03:14.184Z PIMCO: Market Expectations for RBA Rate Hikes Are Overdone; Australian Bonds in the 5-to-10-Year Segment Offer Allocation Value https://www.nashnova.com/feed/special/bond-yields-approach-two-decade-highs-putting-pressure-on-european-stock-rally-13558 nashnova en 2026-09-28T06:48:13.810Z Bond Yields Approach Two-Decade Highs, Putting Pressure on European Stock Rally https://www.nashnova.com/feed/special/anonymous-model-space-bunny-tops-openrouter-api-call-rankings-community-evidence-13557 nashnova en 2026-09-28T05:48:10.718Z Anonymous Model 'Space Bunny' Tops OpenRouter API Call Rankings; Community Evidence Points to MiniMax's New Product https://www.nashnova.com/feed/special/china-consumer-stocks-slide-to-near-decade-low-amid-ai-capital-crowding-out-13556 nashnova en 2026-09-28T04:54:18.771Z China Consumer Stocks Slide to Near Decade-Low Amid AI Capital Crowding-Out Effect https://www.nashnova.com/feed/special/middle-east-tensions-escalate-emerging-market-stocks-fall-as-oil-prices-surge-to-13555 nashnova en 2026-09-28T04:53:03.764Z Middle East Tensions Escalate, Emerging Market Stocks Fall as Oil Prices Surge to $106 https://www.nashnova.com/feed/special/tsmc-affiliates-singapore-wafer-fab-phase-1-sold-out-phase-2-expansion-already-13554 nashnova en 2026-09-28T04:38:02.332Z TSMC Affiliate's Singapore Wafer Fab Phase 1 Sold Out, Phase 2 Expansion Already in Planning https://www.nashnova.com/feed/special/tsmc-2nm-monthly-capacity-to-hit-120k-wafers-by-year-end-far-ahead-of-market-13553 nashnova en 2026-09-28T04:28:12.923Z TSMC 2nm Monthly Capacity to Hit 120K Wafers by Year-End, Far Ahead of Market Expectations https://www.nashnova.com/feed/special/gm-warns-of-intensifying-u-s-market-competition-as-global-automakers-flock-to-13552 nashnova en 2026-09-28T04:09:12.047Z GM Warns of Intensifying U.S. Market Competition as Global Automakers Flock to Seek 'Safe Haven' https://www.nashnova.com/feed/special/trump-doesnt-rule-out-striking-iran-again-bitcoin-falls-1-3-percent-nasdaq-13551 nashnova en 2026-09-28T04:07:49.438Z Trump Doesn't Rule Out Striking Iran Again; Bitcoin Falls 1.3%, Nasdaq Futures Drop 0.7% https://www.nashnova.com/feed/special/asml-ceo-euv-lithography-machines-are-one-of-a-kind-globally-monopoly-stems-from-13550 nashnova en 2026-09-28T03:13:38.052Z ASML CEO: EUV Lithography Machines Are One-of-a-Kind Globally, Monopoly Stems from Extreme Complexity https://www.nashnova.com/feed/special/global-funds-end-four-year-china-underweight-shift-to-benchmark-neutral-13549 nashnova en 2026-09-28T03:08:09.594Z Global Funds End Four-Year China Underweight, Shift to Benchmark Neutral https://www.nashnova.com/feed/special/u-s-china-30-billion-reciprocal-tariff-reduction-product-list-officially-13548 nashnova en 2026-09-28T02:13:26.086Z U.S.-China $30 Billion Reciprocal Tariff Reduction Product List Officially Released https://www.nashnova.com/feed/special/u-s-iran-tensions-push-oil-prices-higher-dollar-rises-to-two-month-high-13547 nashnova en 2026-09-28T01:43:47.651Z U.S.-Iran Tensions Push Oil Prices Higher, Dollar Rises to Two-Month High https://www.nashnova.com/feed/special/chinext-index-drops-over-2-percent-13546 nashnova en 2026-09-28T01:42:35.350Z ChiNext Index Drops Over 2% https://www.nashnova.com/feed/special/chinas-august-industrial-profits-rise-4-2-percent-yoy-sharply-down-from-previous-13545 nashnova en 2026-09-28T01:37:36.389Z China's August Industrial Profits Rise 4.2% YoY, Sharply Down from Previous Reading https://www.nashnova.com/feed/special/bloomberg-intelligence-china-tech-stocks-trade-at-over-50-percent-valuation-13544 nashnova en 2026-09-28T01:32:53.996Z Bloomberg Intelligence: China Tech Stocks Trade at Over 50% Valuation Discount, Need AI Catalysts for a Boost https://www.nashnova.com/feed/special/south-koreas-hbm-related-exports-hit-60-7b-in-first-seven-months-taiwan-and-13543 nashnova en 2026-09-28T01:24:25.484Z South Korea's HBM-Related Exports Hit $60.7B in First Seven Months; Taiwan and Malaysia Lead in Unit Price https://www.nashnova.com/feed/special/apple-iphone-duo-stays-in-china-for-production-as-indias-supply-chain-lacks-13542 nashnova en 2026-09-28T01:15:43.442Z Apple iPhone Duo Stays in China for Production as India's Supply Chain Lacks Depth https://www.nashnova.com/feed/special/meta-muse-hit-by-zero-day-exploit-as-human-in-the-loop-testing-sparks-privacy-13541 nashnova en 2026-09-28T01:14:16.690Z Meta Muse Hit by Zero-Day Exploit as Human-in-the-Loop Testing Sparks Privacy Controversy https://www.nashnova.com/feed/special/boj-july-minutes-multiple-board-members-call-for-faster-rate-hikes-13540 nashnova en 2026-09-28T01:12:59.792Z BOJ July Minutes: Multiple Board Members Call for Faster Rate Hikes https://www.nashnova.com/feed/special/institutional-options-flow-into-u-s-stocks-hits-3x-average-during-treasury-yield-13539 nashnova en 2026-09-28T00:57:54.996Z Institutional Options Flow into U.S. Stocks Hits 3x Average During Treasury Yield Surge https://www.nashnova.com/feed/special/nidec-plunges-17-percent-in-a-single-day-amid-reports-of-over-1-trillion-13538 nashnova en 2026-09-28T00:52:47.675Z Nidec Plunges 17% in a Single Day Amid Reports of Over ¥1 Trillion Impairment Charge https://www.nashnova.com/feed/special/nio-energy-brings-in-geely-holdings-as-strategic-investor-at-16-billion-yuan-13537 nashnova en 2026-09-28T00:03:15.412Z NIO Energy Brings in Geely Holdings as Strategic Investor at ~16 Billion Yuan Valuation https://www.nashnova.com/feed/special/trump-reportedly-proposed-selling-u-s-weapons-to-xi-jinping-13536 nashnova en 2026-09-27T23:13:08.834Z Trump Reportedly Proposed Selling U.S. Weapons to Xi Jinping https://www.nashnova.com/feed/special/u-s-treasury-yield-curve-flattening-as-recession-warning-signals-intensify-13535 nashnova en 2026-09-27T22:43:52.652Z U.S. Treasury Yield Curve Flattening as Recession Warning Signals Intensify https://www.nashnova.com/feed/special/u-s-pours-billions-into-critical-minerals-taking-aim-at-chinas-supply-chain-13534 nashnova en 2026-09-27T21:12:58.550Z U.S. Pours Billions Into Critical Minerals, Taking Aim at China's Supply Chain Dominance https://www.nashnova.com/feed/special/s-and-p-500-near-record-highs-yet-three-quarters-of-its-constituents-trade-below-13533 nashnova en 2026-09-27T20:28:18.925Z S&P 500 Near Record Highs, Yet Three-Quarters of Its Constituents Trade Below Their 50-Day Moving Average https://www.nashnova.com/feed/special/morgan-stanley-earnings-expectations-rising-faster-than-interest-rates-13532 nashnova en 2026-09-27T19:18:11.693Z Morgan Stanley: Earnings Expectations Rising Faster Than Interest Rates https://www.nashnova.com/feed/special/bessent-urges-fed-to-keep-an-open-mind-on-rates-citing-ai-productivity-and-13531 nashnova en 2026-09-27T17:48:15.484Z Bessent Urges Fed to Keep an Open Mind on Rates, Citing AI Productivity and Deregulation Logic https://www.nashnova.com/feed/special/multiple-foreign-banks-reportedly-express-acquisition-interest-in-ubs-13530 nashnova en 2026-09-27T17:18:05.876Z Multiple Foreign Banks Reportedly Express Acquisition Interest in UBS https://www.nashnova.com/feed/special/trump-hosts-private-dinner-with-anthropic-ceo-signaling-ai-regulatory-thaw-13529 nashnova en 2026-09-27T15:37:59.435Z Trump Hosts Private Dinner with Anthropic CEO, Signaling AI Regulatory Thaw https://www.nashnova.com/feed/special/china-plans-to-approve-bytedance-and-alibabas-purchase-of-nvidia-rtx-pro-5500-13528 nashnova en 2026-09-27T15:07:59.624Z China Plans to Approve ByteDance and Alibaba's Purchase of Nvidia RTX Pro 5500 Chips https://www.nashnova.com/feed/special/ai-demand-fills-optical-communication-orders-but-inp-substrate-bottleneck-13527 nashnova en 2026-09-27T14:28:17.353Z AI Demand Fills Optical Communication Orders, but InP Substrate Bottleneck Constrains Near-Term Delivery https://www.nashnova.com/feed/special/goldman-sachs-investor-positioning-remains-light-s-and-p-500-still-has-upside-13526 nashnova en 2026-09-27T14:18:17.722Z Goldman Sachs: Investor Positioning Remains Light, S&P 500 Still Has Upside https://www.nashnova.com/feed/special/ai-sentiment-swings-from-panic-to-greed-in-two-weeks-as-nasdaq-100-hits-highest-13525 nashnova en 2026-09-27T13:33:14.148Z AI Sentiment Swings from Panic to Greed in Two Weeks as Nasdaq 100 Hits Highest Since June https://www.nashnova.com/feed/special/citic-securities-politicization-of-data-centers-may-become-the-biggest-short-13524 nashnova en 2026-09-27T12:08:26.075Z CITIC Securities: Politicization of Data Centers May Become the Biggest Short-Term Obstacle to the AI Narrative https://www.nashnova.com/feed/special/analyst-ai-storage-bills-may-account-for-60-percent-of-cloud-capex-next-year-ten-13523 nashnova en 2026-09-27T11:28:28.814Z Analyst: AI Storage Bills May Account for 60% of Cloud Capex Next Year; Ten-Year Demand Visibility Is a Lie https://www.nashnova.com/feed/special/u-s-treasury-yields-rise-to-5-17-percent-intensifying-financing-cost-pressures-13522 nashnova en 2026-09-27T11:18:33.651Z U.S. Treasury Yields Rise to 5.17%, Intensifying Financing Cost Pressures for AI Infrastructure https://www.nashnova.com/feed/special/samsung-electronics-and-sk-hynix-q3-earnings-approaching-ai-memory-super-cycle-13521 nashnova en 2026-09-27T01:18:38.537Z Samsung Electronics and SK Hynix Q3 Earnings Approaching: AI Memory Super Cycle Resilience Under Scrutiny https://www.nashnova.com/feed/special/openai-to-launch-o-always-on-ai-assistant-code-already-leaked-13520 nashnova en 2026-09-27T00:32:55.223Z OpenAI to Launch 'o' Always-On AI Assistant, 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nashnova zh-cn 2026-09-28T12:00:18.044Z 杰富瑞:香港二手价疲软预警iPhone 18 Pro需求走弱 https://www.nashnova.com/zh/feed/special/state-council-deploys-counter-cyclical-measures-accelerating-bond-issuance-and-13596 nashnova zh-cn 2026-09-28T11:58:54.222Z 国务院部署逆周期调节,加速发债并扩大再贷款 https://www.nashnova.com/zh/feed/special/citi-recommends-buying-china-30-year-government-bonds-targeting-1-80-percent-13595 nashnova zh-cn 2026-09-28T11:57:52.173Z 花旗建议买入中国30年期国债,目标收益率1.80% https://www.nashnova.com/zh/feed/special/uk-launches-new-first-time-buyer-scheme-housebuilder-stocks-surge-over-10-13594 nashnova zh-cn 2026-09-28T11:46:29.856Z 英国推出新版首次购房者计划 房建股涨逾10% https://www.nashnova.com/zh/feed/special/u-s-10-year-treasury-yield-rises-to-5-23-percent-hitting-highest-level-since-13593 nashnova zh-cn 2026-09-28T11:45:02.278Z 美国10年期国债收益率升至5.23%,创2007年以来新高 https://www.nashnova.com/zh/feed/special/citi-partners-with-coinbase-to-expand-stablecoin-payment-services-13592 nashnova zh-cn 2026-09-28T11:44:02.574Z 花旗携手Coinbase拓展稳定币支付业务 https://www.nashnova.com/zh/feed/special/citi-plans-banamex-ipo-to-raise-over-3-billion-targeting-january-listing-13591 nashnova zh-cn 2026-09-28T11:42:55.653Z 花旗拟Banamex IPO融资逾30亿美元,明年1月挂牌 https://www.nashnova.com/zh/feed/special/rbc-strategist-s-and-p-500-may-face-5-percent-to-10-percent-pullback-13590 nashnova zh-cn 2026-09-28T11:24:16.877Z RBC策略师:标普500或现5%至10%回调 https://www.nashnova.com/zh/feed/special/snowflake-plans-3-5-billion-private-offering-of-zero-coupon-convertible-notes-13589 nashnova zh-cn 2026-09-28T11:22:59.178Z Snowflake拟私募发行35亿美元零息可转债 https://www.nashnova.com/zh/feed/special/nvidia-adds-150-billion-buyback-authorization-the-largest-in-u-s-history-13588 nashnova zh-cn 2026-09-28T11:17:50.647Z 英伟达新增1500亿美元回购授权,总额创美国史上最大 https://www.nashnova.com/zh/feed/special/gold-technicals-deteriorate-as-record-speculative-longs-face-liquidation-13587 nashnova zh-cn 2026-09-28T11:03:57.617Z 黄金技术面恶化,创纪录投机多头面临清仓压力 https://www.nashnova.com/zh/feed/special/u-s-trucking-freight-rates-continue-to-climb-transportation-costs-ripple-through-13586 nashnova zh-cn 2026-09-28T11:02:39.750Z 美国卡车运费持续攀升,运输成本向经济传导 https://www.nashnova.com/zh/feed/special/innovent-biologics-pirtobrutinib-approved-for-full-line-cll-sll-treatment-13585 nashnova zh-cn 2026-09-28T10:28:13.467Z 信达生物匹妥布替尼获批CLL/SLL全线治疗适应症 https://www.nashnova.com/zh/feed/special/baird-raises-micron-price-target-to-152-bullish-on-agentic-ai-demand-13584 nashnova zh-cn 2026-09-28T10:18:47.076Z Baird上调美光目标价至1520美元,看好Agentic AI需求 https://www.nashnova.com/zh/feed/special/northbound-capital-net-sold-hk-6-554-billion-tracker-fund-of-hong-kong-dumped-13583 nashnova zh-cn 2026-09-28T10:10:07.660Z 北水净卖出65.54亿港元,盈富基金遭抛售逾21亿 https://www.nashnova.com/zh/feed/special/apple-and-amazon-uk-antitrust-class-actions-partially-allowed-to-proceed-13582 nashnova zh-cn 2026-09-28T10:08:39.843Z 苹果、亚马逊英国反垄断集体诉讼部分获准推进 https://www.nashnova.com/zh/feed/special/rise-of-small-models-threatens-cloud-computing-demand-putting-nearly-1-trillion-13581 nashnova zh-cn 2026-09-28T09:54:53.336Z 小模型崛起冲击云端算力需求,近万亿美元数据中心开支面临错配风险 https://www.nashnova.com/zh/feed/special/trump-policies-backfire-u-s-interest-rates-and-inflation-both-under-pressure-13580 nashnova zh-cn 2026-09-28T09:53:23.606Z 特朗普政策事与愿违,美国利率通胀双双承压 https://www.nashnova.com/zh/feed/special/goldman-sachs-models-five-transmission-effects-of-a-u-s-diesel-export-ban-13579 nashnova zh-cn 2026-09-28T09:49:21.515Z 高盛推演美国柴油出口禁令五大传导效应 https://www.nashnova.com/zh/feed/special/goldman-sachs-limited-outcomes-from-u-s-china-summit-deep-divisions-remain-13578 nashnova zh-cn 2026-09-28T09:48:02.446Z 高盛:中美峰会成果有限,深层分歧未解 https://www.nashnova.com/zh/feed/special/oil-prices-break-100-totalenergies-raises-buyback-target-and-pledges-over-5-13577 nashnova zh-cn 2026-09-28T09:45:20.530Z 油价破百助力,道达尔能源上调回购目标并承诺年增股息逾5% https://www.nashnova.com/zh/feed/special/bitcoin-futures-open-interest-drops-to-year-low-as-shorts-pay-to-maintain-13576 nashnova zh-cn 2026-09-28T09:43:52.145Z 比特币期货未平仓量跌至年内低点,空头愿付费维持看跌仓位 https://www.nashnova.com/zh/feed/special/mining-stocks-broadly-decline-as-gold-silver-and-copper-prices-pull-back-in-13575 nashnova zh-cn 2026-09-28T09:42:52.419Z 矿业股普跌,金银铜价格同步回落 https://www.nashnova.com/zh/feed/special/macro-risks-weigh-on-etf-demand-as-bitcoin-pulls-back-below-83-000-13574 nashnova zh-cn 2026-09-28T09:23:53.100Z 宏观风险压制ETF需求,比特币回落至83000美元下方 https://www.nashnova.com/zh/feed/special/jpmorgan-ai-trade-poised-for-recovery-after-pullback-bullish-on-semiconductors-13573 nashnova zh-cn 2026-09-28T09:22:47.084Z 摩根大通:AI交易回调后有望复苏,看多半导体 https://www.nashnova.com/zh/feed/special/expectations-rise-for-rbi-rate-hike-in-october-as-over-60-percent-of-economists-13572 nashnova zh-cn 2026-09-28T09:15:16.486Z 印度央行10月加息预期升温,逾六成经济学家预测上调25基点 https://www.nashnova.com/zh/feed/special/hedge-funds-rebuild-dollar-longs-as-energy-positions-sharply-cut-13571 nashnova zh-cn 2026-09-28T09:14:16.214Z 对冲基金重建美元多头,能源仓位大幅削减 https://www.nashnova.com/zh/feed/special/china-extends-exit-bans-on-top-ai-talent-to-their-immediate-family-members-13570 nashnova zh-cn 2026-09-28T09:13:02.349Z 中国将顶尖AI人才出境限制扩至其直系家属 https://www.nashnova.com/zh/feed/special/u-s-stock-index-highs-mask-internal-bear-market-as-hedge-fund-nasdaq-shorts-hit-13569 nashnova zh-cn 2026-09-28T09:11:00.630Z 美股指数新高掩盖内部熊市,对冲基金做空纳指规模创十年之最 https://www.nashnova.com/zh/feed/special/atsushi-mimura-warns-markets-to-heed-yen-signals-as-160-level-becomes-13568 nashnova zh-cn 2026-09-28T09:09:25.805Z 三村淳警告市场正视日元信号,160关口成干预触发线 https://www.nashnova.com/zh/feed/special/nvidia-launches-ai-agent-safety-platform-to-prevent-loss-of-control-13567 nashnova zh-cn 2026-09-28T09:08:10.191Z 英伟达发布AI智能体安全平台防止失控 https://www.nashnova.com/zh/feed/special/ubs-raises-tsmcs-2027-capex-forecast-to-90b-as-nvidia-revenue-share-surpasses-13566 nashnova zh-cn 2026-09-28T08:59:26.342Z 瑞银上调台积电2027年资本开支至900亿美元,英伟达收入占比首超苹果 https://www.nashnova.com/zh/feed/special/mercks-keytruda-subcutaneous-injection-approved-for-launch-in-china-13565 nashnova zh-cn 2026-09-28T08:42:48.190Z 默沙东K药皮下注射剂型在中国获批上市 https://www.nashnova.com/zh/feed/special/hong-kong-stocks-sept-28-close-hang-seng-up-0-54-percent-ai-hardware-and-gold-13564 nashnova zh-cn 2026-09-28T08:38:23.886Z 港股9月28日收盘:恒指涨0.54%,AI硬件、黄金股重挫 https://www.nashnova.com/zh/feed/special/morgan-stanley-us-ai-power-gap-to-reach-57-gw-by-2026-speed-to-power-becomes-new-13563 nashnova zh-cn 2026-09-28T08:34:33.863Z 大摩:美国AI电力缺口2026年达57吉瓦,供电时效成新价值高地 https://www.nashnova.com/zh/feed/special/brent-crude-breaks-100-trump-considers-banning-diesel-exports-13562 nashnova zh-cn 2026-09-28T08:33:10.095Z 布伦特原油突破100美元,特朗普考虑禁止柴油出口 https://www.nashnova.com/zh/feed/special/hormuz-supply-disruption-tightens-lng-market-as-europe-ramps-up-imports-to-13561 nashnova zh-cn 2026-09-28T07:58:01.018Z 霍尔木兹断供收紧LNG市场,欧洲进口回升争抢亚洲货源 https://www.nashnova.com/zh/feed/special/duan-yongping-adds-30-000-more-shares-of-kweichow-moutai-spending-over-36-9-13560 nashnova zh-cn 2026-09-28T07:23:24.585Z 段永平再增持贵州茅台3万股,耗资逾3690万元 https://www.nashnova.com/zh/feed/special/pimco-market-expectations-for-rba-rate-hikes-are-overdone-australian-bonds-in-13559 nashnova zh-cn 2026-09-28T07:03:14.184Z Pimco:市场对澳洲联储加息预期过激,澳债5至10年期具配置价值 https://www.nashnova.com/zh/feed/special/bond-yields-approach-two-decade-highs-putting-pressure-on-european-stock-rally-13558 nashnova zh-cn 2026-09-28T06:48:13.810Z 债券收益率逼近二十年高位,欧股涨势承压 https://www.nashnova.com/zh/feed/special/anonymous-model-space-bunny-tops-openrouter-api-call-rankings-community-evidence-13557 nashnova zh-cn 2026-09-28T05:48:10.718Z 匿名模型Space Bunny登OpenRouter调用榜首,社区指向MiniMax新品 https://www.nashnova.com/zh/feed/special/china-consumer-stocks-slide-to-near-decade-low-amid-ai-capital-crowding-out-13556 nashnova zh-cn 2026-09-28T04:54:18.771Z AI资本挤出效应下,中国消费股跌近十年低点 https://www.nashnova.com/zh/feed/special/middle-east-tensions-escalate-emerging-market-stocks-fall-as-oil-prices-surge-to-13555 nashnova zh-cn 2026-09-28T04:53:03.764Z 中东紧张局势升温,新兴市场股票下跌、油价涨至106美元 https://www.nashnova.com/zh/feed/special/tsmc-affiliates-singapore-wafer-fab-phase-1-sold-out-phase-2-expansion-already-13554 nashnova zh-cn 2026-09-28T04:38:02.332Z 台积电关联方新加坡晶圆厂首期售罄,已筹谋扩建第二厂 https://www.nashnova.com/zh/feed/special/tsmc-2nm-monthly-capacity-to-hit-120k-wafers-by-year-end-far-ahead-of-market-13553 nashnova zh-cn 2026-09-28T04:28:12.923Z 台积电2nm月产能年底冲12万片,较市场预期大幅超前 https://www.nashnova.com/zh/feed/special/gm-warns-of-intensifying-u-s-market-competition-as-global-automakers-flock-to-13552 nashnova zh-cn 2026-09-28T04:09:12.047Z 通用汽车警告美国市场竞争加剧,全球车企涌入寻"避风港" https://www.nashnova.com/zh/feed/special/trump-doesnt-rule-out-striking-iran-again-bitcoin-falls-1-3-percent-nasdaq-13551 nashnova zh-cn 2026-09-28T04:07:49.438Z 特朗普不排除再打伊朗,比特币跌1.3%、纳指期货跌0.7% https://www.nashnova.com/zh/feed/special/asml-ceo-euv-lithography-machines-are-one-of-a-kind-globally-monopoly-stems-from-13550 nashnova zh-cn 2026-09-28T03:13:38.052Z ASML CEO:EUV光刻机全球仅此一家,垄断源于极致复杂性 https://www.nashnova.com/zh/feed/special/global-funds-end-four-year-china-underweight-shift-to-benchmark-neutral-13549 nashnova zh-cn 2026-09-28T03:08:09.594Z 全球基金结束四年中国低配,转向基准中性 https://www.nashnova.com/zh/feed/special/u-s-china-30-billion-reciprocal-tariff-reduction-product-list-officially-13548 nashnova zh-cn 2026-09-28T02:13:26.086Z 中美300亿美元对等降税产品清单正式公布 https://www.nashnova.com/zh/feed/special/u-s-iran-tensions-push-oil-prices-higher-dollar-rises-to-two-month-high-13547 nashnova zh-cn 2026-09-28T01:43:47.651Z 美伊紧张推高油价,美元升至两个月高位 https://www.nashnova.com/zh/feed/special/chinext-index-drops-over-2-percent-13546 nashnova zh-cn 2026-09-28T01:42:35.350Z 创业板指跌超2% https://www.nashnova.com/zh/feed/special/chinas-august-industrial-profits-rise-4-2-percent-yoy-sharply-down-from-previous-13545 nashnova zh-cn 2026-09-28T01:37:36.389Z 中国8月规模以上工业企业利润同比增4.2%,较前值大幅回落 https://www.nashnova.com/zh/feed/special/bloomberg-intelligence-china-tech-stocks-trade-at-over-50-percent-valuation-13544 nashnova zh-cn 2026-09-28T01:32:53.996Z 彭博情报:中国科技股估值折价逾五成,需AI催化剂提振 https://www.nashnova.com/zh/feed/special/south-koreas-hbm-related-exports-hit-60-7b-in-first-seven-months-taiwan-and-13543 nashnova zh-cn 2026-09-28T01:24:25.484Z 韩国HBM相关出口前七月达607亿美元,台湾、马来西亚单价居前 https://www.nashnova.com/zh/feed/special/apple-iphone-duo-stays-in-china-for-production-as-indias-supply-chain-lacks-13542 nashnova zh-cn 2026-09-28T01:15:43.442Z 苹果iPhone Duo坚守中国生产,印度供应链深度不足 https://www.nashnova.com/zh/feed/special/meta-muse-hit-by-zero-day-exploit-as-human-in-the-loop-testing-sparks-privacy-13541 nashnova zh-cn 2026-09-28T01:14:16.690Z Meta Muse遭零日漏洞攻击,人工介入测试引发隐私争议 https://www.nashnova.com/zh/feed/special/boj-july-minutes-multiple-board-members-call-for-faster-rate-hikes-13540 nashnova zh-cn 2026-09-28T01:12:59.792Z 日本央行7月纪要:多名委员呼吁加快加息 https://www.nashnova.com/zh/feed/special/institutional-options-flow-into-u-s-stocks-hits-3x-average-during-treasury-yield-13539 nashnova zh-cn 2026-09-28T00:57:54.996Z 美债收益率飙升期间机构期权资金流入美股创均值三倍 https://www.nashnova.com/zh/feed/special/nidec-plunges-17-percent-in-a-single-day-amid-reports-of-over-1-trillion-13538 nashnova zh-cn 2026-09-28T00:52:47.675Z 日本电产单日跌17%,传将计提逾1万亿日元减值 https://www.nashnova.com/zh/feed/special/nio-energy-brings-in-geely-holdings-as-strategic-investor-at-16-billion-yuan-13537 nashnova zh-cn 2026-09-28T00:03:15.412Z 蔚来能源引入吉利控股战略入股,估值约160亿元 https://www.nashnova.com/zh/feed/special/trump-reportedly-proposed-selling-u-s-weapons-to-xi-jinping-13536 nashnova zh-cn 2026-09-27T23:13:08.834Z 特朗普曾向习近平提议出售美国武器 https://www.nashnova.com/zh/feed/special/u-s-treasury-yield-curve-flattening-as-recession-warning-signals-intensify-13535 nashnova zh-cn 2026-09-27T22:43:52.652Z 美债收益率曲线趋平,衰退预警信号升温 https://www.nashnova.com/zh/feed/special/u-s-pours-billions-into-critical-minerals-taking-aim-at-chinas-supply-chain-13534 nashnova zh-cn 2026-09-27T21:12:58.550Z 美国砸数十亿美元布局关键矿产,剑指中国供应链主导地位 https://www.nashnova.com/zh/feed/special/s-and-p-500-near-record-highs-yet-three-quarters-of-its-constituents-trade-below-13533 nashnova zh-cn 2026-09-27T20:28:18.925Z 标普500近历史高位,内部四分之三成分股跌破50日均线 https://www.nashnova.com/zh/feed/special/morgan-stanley-earnings-expectations-rising-faster-than-interest-rates-13532 nashnova zh-cn 2026-09-27T19:18:11.693Z 摩根士丹利:盈利预期上调速度超过利率上升速度 https://www.nashnova.com/zh/feed/special/bessent-urges-fed-to-keep-an-open-mind-on-rates-citing-ai-productivity-and-13531 nashnova zh-cn 2026-09-27T17:48:15.484Z 贝森特呼吁美联储对利率保持开放态度,援引AI生产率与去监管逻辑 https://www.nashnova.com/zh/feed/special/multiple-foreign-banks-reportedly-express-acquisition-interest-in-ubs-13530 nashnova zh-cn 2026-09-27T17:18:05.876Z 传多家外资银行向瑞银表达并购意向 https://www.nashnova.com/zh/feed/special/trump-hosts-private-dinner-with-anthropic-ceo-signaling-ai-regulatory-thaw-13529 nashnova zh-cn 2026-09-27T15:37:59.435Z 特朗普私宴Anthropic CEO,AI监管关系回暖 https://www.nashnova.com/zh/feed/special/china-plans-to-approve-bytedance-and-alibabas-purchase-of-nvidia-rtx-pro-5500-13528 nashnova zh-cn 2026-09-27T15:07:59.624Z 中国拟批准字节跳动阿里巴巴购买英伟达RTX Pro 5500芯片 https://www.nashnova.com/zh/feed/special/ai-demand-fills-optical-communication-orders-but-inp-substrate-bottleneck-13527 nashnova zh-cn 2026-09-27T14:28:17.353Z AI需求撑满光通信订单,磷化铟衬底卡住短期交付 https://www.nashnova.com/zh/feed/special/goldman-sachs-investor-positioning-remains-light-s-and-p-500-still-has-upside-13526 nashnova zh-cn 2026-09-27T14:18:17.722Z 高盛:投资者仓位偏低,标普500仍有上行空间 https://www.nashnova.com/zh/feed/special/ai-sentiment-swings-from-panic-to-greed-in-two-weeks-as-nasdaq-100-hits-highest-13525 nashnova zh-cn 2026-09-27T13:33:14.148Z AI情绪两周内从恐慌转贪婪,纳斯达克100创6月来新高 https://www.nashnova.com/zh/feed/special/citic-securities-politicization-of-data-centers-may-become-the-biggest-short-13524 nashnova zh-cn 2026-09-27T12:08:26.075Z 中信证券:数据中心政治化或成AI叙事最大短期障碍 https://www.nashnova.com/zh/feed/special/analyst-ai-storage-bills-may-account-for-60-percent-of-cloud-capex-next-year-ten-13523 nashnova zh-cn 2026-09-27T11:28:28.814Z 分析师:AI存储账单或占云厂商明年资本开支六成,十年需求能见度是谎言 https://www.nashnova.com/zh/feed/special/u-s-treasury-yields-rise-to-5-17-percent-intensifying-financing-cost-pressures-13522 nashnova zh-cn 2026-09-27T11:18:33.651Z 美债收益率升至5.17%,AI基础设施融资成本压力加剧 https://www.nashnova.com/zh/feed/special/samsung-electronics-and-sk-hynix-q3-earnings-approaching-ai-memory-super-cycle-13521 nashnova zh-cn 2026-09-27T01:18:38.537Z 三星电子与SK海力士三季报临近,AI存储超级周期韧性受检验 https://www.nashnova.com/zh/feed/special/openai-to-launch-o-always-on-ai-assistant-code-already-leaked-13520 nashnova zh-cn 2026-09-27T00:32:55.223Z OpenAI将发布「o」持续运行AI助手,代码已曝光 https://www.nashnova.com/zh/feed/special/openai-pauses-training-of-most-powerful-model-as-jensen-huang-pushes-back-13519 nashnova zh-cn 2026-09-26T20:08:18.607Z OpenAI暂停最强模型训练,黄仁勋批评AI减速论 https://www.nashnova.com/zh/feed/special/trump-signs-new-fuel-economy-standards-ending-bidens-ev-mandate-13518 nashnova zh-cn 2026-09-26T19:42:39.230Z 特朗普签批新燃油经济性标准,终止拜登电动车强制令 https://www.nashnova.com/zh/feed/special/ellison-pledges-oracle-shares-for-9b-acquisition-financing-oracle-cds-hits-13517 nashnova zh-cn 2026-09-26T19:08:22.005Z 埃里森质押甲骨文股票90亿美元融资并购,甲骨文CDS创历史新高 https://www.nashnova.com/zh/feed/special/boeing-737-max-navigation-software-found-defective-permanent-fix-not-expected-13516 nashnova zh-cn 2026-09-26T18:58:02.886Z 波音737 MAX导航软件存在缺陷,永久修复预计2028年完成 https://www.nashnova.com/zh/feed/special/trump-rejects-irans-seven-day-ceasefire-proposal-as-strait-of-hormuz-standoff-13515 nashnova zh-cn 2026-09-26T16:28:06.883Z 特朗普拒绝伊朗七天停火提案,霍尔木兹海峡僵局持续 https://www.nashnova.com/zh/feed/special/jury-rules-apple-infringed-haptic-patents-awarding-5-7-billion-in-damages-13514 nashnova zh-cn 2026-09-26T14:27:47.373Z 陪审团裁定苹果侵权触觉专利,赔偿额达57亿美元 https://www.nashnova.com/zh-hant/feed/special/spacex-starship-conducts-first-orbital-flight-test-carrying-26-v3-starlink-13599 nashnova zh-tw 2026-09-28T12:03:49.770Z SpaceX星艦首次入軌飛行測試,攜26顆V3星鏈衛星升空 https://www.nashnova.com/zh-hant/feed/special/nu-holdings-reportedly-eyes-8-10-billion-acquisition-of-uk-digital-bank-monzo-13598 nashnova zh-tw 2026-09-28T12:02:44.942Z 傳Nu Holdings擬80-100億英鎊收購英國數位銀行Monzo https://www.nashnova.com/zh-hant/feed/special/jefferies-weak-hong-kong-secondary-market-prices-signal-softening-iphone-18-pro-13597 nashnova zh-tw 2026-09-28T12:00:18.044Z 傑富瑞:香港二手價疲軟預警iPhone 18 Pro需求走弱 https://www.nashnova.com/zh-hant/feed/special/state-council-deploys-counter-cyclical-measures-accelerating-bond-issuance-and-13596 nashnova zh-tw 2026-09-28T11:58:54.222Z 國務院部署逆週期調節,加速發債並擴大再貸款 https://www.nashnova.com/zh-hant/feed/special/citi-recommends-buying-china-30-year-government-bonds-targeting-1-80-percent-13595 nashnova zh-tw 2026-09-28T11:57:52.173Z 花旗建議買入中國30年期國債,目標收益率1.80% https://www.nashnova.com/zh-hant/feed/special/uk-launches-new-first-time-buyer-scheme-housebuilder-stocks-surge-over-10-13594 nashnova zh-tw 2026-09-28T11:46:29.856Z 英國推出新版首次購房者計劃 房建股漲逾10% https://www.nashnova.com/zh-hant/feed/special/u-s-10-year-treasury-yield-rises-to-5-23-percent-hitting-highest-level-since-13593 nashnova zh-tw 2026-09-28T11:45:02.278Z 美國10年期國債收益率升至5.23%,創2007年以來新高 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https://www.nashnova.com/zh-hant/feed/special/apple-and-amazon-uk-antitrust-class-actions-partially-allowed-to-proceed-13582 nashnova zh-tw 2026-09-28T10:08:39.843Z 蘋果、亞馬遜英國反壟斷集體訴訟部分獲准推進 https://www.nashnova.com/zh-hant/feed/special/rise-of-small-models-threatens-cloud-computing-demand-putting-nearly-1-trillion-13581 nashnova zh-tw 2026-09-28T09:54:53.336Z 小模型崛起衝擊雲端算力需求,近萬億美元數據中心開支面臨錯配風險 https://www.nashnova.com/zh-hant/feed/special/trump-policies-backfire-u-s-interest-rates-and-inflation-both-under-pressure-13580 nashnova zh-tw 2026-09-28T09:53:23.606Z 特朗普政策事與願違,美國利率通脹雙雙承壓 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-models-five-transmission-effects-of-a-u-s-diesel-export-ban-13579 nashnova zh-tw 2026-09-28T09:49:21.515Z 高盛推演美國柴油出口禁令五大傳導效應 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-limited-outcomes-from-u-s-china-summit-deep-divisions-remain-13578 nashnova zh-tw 2026-09-28T09:48:02.446Z 高盛:中美峰會成果有限,深層分歧未解 https://www.nashnova.com/zh-hant/feed/special/oil-prices-break-100-totalenergies-raises-buyback-target-and-pledges-over-5-13577 nashnova zh-tw 2026-09-28T09:45:20.530Z 油價破百助力,道達爾能源上調回購目標並承諾年增股息逾5% https://www.nashnova.com/zh-hant/feed/special/bitcoin-futures-open-interest-drops-to-year-low-as-shorts-pay-to-maintain-13576 nashnova zh-tw 2026-09-28T09:43:52.145Z 比特幣期貨未平倉量跌至年內低點,空頭願付費維持看跌倉位 https://www.nashnova.com/zh-hant/feed/special/mining-stocks-broadly-decline-as-gold-silver-and-copper-prices-pull-back-in-13575 nashnova zh-tw 2026-09-28T09:42:52.419Z 礦業股普跌,金銀銅價格同步回落 https://www.nashnova.com/zh-hant/feed/special/macro-risks-weigh-on-etf-demand-as-bitcoin-pulls-back-below-83-000-13574 nashnova zh-tw 2026-09-28T09:23:53.100Z 宏觀風險壓制ETF需求,比特幣回落至83000美元下方 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-ai-trade-poised-for-recovery-after-pullback-bullish-on-semiconductors-13573 nashnova zh-tw 2026-09-28T09:22:47.084Z 摩根大通:AI交易回調後有望復甦,看多半導體 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https://www.nashnova.com/zh-hant/feed/special/nvidia-launches-ai-agent-safety-platform-to-prevent-loss-of-control-13567 nashnova zh-tw 2026-09-28T09:08:10.191Z 輝達發布AI智能體安全平台防止失控 https://www.nashnova.com/zh-hant/feed/special/ubs-raises-tsmcs-2027-capex-forecast-to-90b-as-nvidia-revenue-share-surpasses-13566 nashnova zh-tw 2026-09-28T08:59:26.342Z 瑞銀上調台積電2027年資本開支至900億美元,輝達收入佔比首超蘋果 https://www.nashnova.com/zh-hant/feed/special/mercks-keytruda-subcutaneous-injection-approved-for-launch-in-china-13565 nashnova zh-tw 2026-09-28T08:42:48.190Z 默沙東K藥皮下注射劑型在中國獲批上市 https://www.nashnova.com/zh-hant/feed/special/hong-kong-stocks-sept-28-close-hang-seng-up-0-54-percent-ai-hardware-and-gold-13564 nashnova zh-tw 2026-09-28T08:38:23.886Z 港股9月28日收盤:恒指漲0.54%,AI硬件、黃金股重挫 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-us-ai-power-gap-to-reach-57-gw-by-2026-speed-to-power-becomes-new-13563 nashnova zh-tw 2026-09-28T08:34:33.863Z 大摩:美國AI電力缺口2026年達57吉瓦,供電時效成新價值高地 https://www.nashnova.com/zh-hant/feed/special/brent-crude-breaks-100-trump-considers-banning-diesel-exports-13562 nashnova zh-tw 2026-09-28T08:33:10.095Z 布倫特原油突破100美元,特朗普考慮禁止柴油出口 https://www.nashnova.com/zh-hant/feed/special/hormuz-supply-disruption-tightens-lng-market-as-europe-ramps-up-imports-to-13561 nashnova zh-tw 2026-09-28T07:58:01.018Z 霍爾木茲斷供收緊LNG市場,歐洲進口回升爭搶亞洲貨源 https://www.nashnova.com/zh-hant/feed/special/duan-yongping-adds-30-000-more-shares-of-kweichow-moutai-spending-over-36-9-13560 nashnova zh-tw 2026-09-28T07:23:24.585Z 段永平再增持貴州茅台3萬股,耗資逾3690萬元 https://www.nashnova.com/zh-hant/feed/special/pimco-market-expectations-for-rba-rate-hikes-are-overdone-australian-bonds-in-13559 nashnova zh-tw 2026-09-28T07:03:14.184Z Pimco:市場對澳洲聯儲加息預期過激,澳債5至10年期具配置價值 https://www.nashnova.com/zh-hant/feed/special/bond-yields-approach-two-decade-highs-putting-pressure-on-european-stock-rally-13558 nashnova zh-tw 2026-09-28T06:48:13.810Z 債券收益率逼近二十年高位,歐股漲勢承壓 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台積電2nm月產能年底衝12萬片,較市場預期大幅超前 https://www.nashnova.com/zh-hant/feed/special/gm-warns-of-intensifying-u-s-market-competition-as-global-automakers-flock-to-13552 nashnova zh-tw 2026-09-28T04:09:12.047Z 通用汽車警告美國市場競爭加劇,全球車企湧入尋「避風港」 https://www.nashnova.com/zh-hant/feed/special/trump-doesnt-rule-out-striking-iran-again-bitcoin-falls-1-3-percent-nasdaq-13551 nashnova zh-tw 2026-09-28T04:07:49.438Z 特朗普不排除再打伊朗,比特幣跌1.3%、納指期貨跌0.7% https://www.nashnova.com/zh-hant/feed/special/asml-ceo-euv-lithography-machines-are-one-of-a-kind-globally-monopoly-stems-from-13550 nashnova zh-tw 2026-09-28T03:13:38.052Z ASML CEO:EUV光刻機全球僅此一家,壟斷源於極致複雜性 https://www.nashnova.com/zh-hant/feed/special/global-funds-end-four-year-china-underweight-shift-to-benchmark-neutral-13549 nashnova zh-tw 2026-09-28T03:08:09.594Z 全球基金結束四年中國低配,轉向基準中性 https://www.nashnova.com/zh-hant/feed/special/u-s-china-30-billion-reciprocal-tariff-reduction-product-list-officially-13548 nashnova zh-tw 2026-09-28T02:13:26.086Z 中美300億美元對等降稅產品清單正式公布 https://www.nashnova.com/zh-hant/feed/special/u-s-iran-tensions-push-oil-prices-higher-dollar-rises-to-two-month-high-13547 nashnova zh-tw 2026-09-28T01:43:47.651Z 美伊緊張推高油價,美元升至兩個月高位 https://www.nashnova.com/zh-hant/feed/special/chinext-index-drops-over-2-percent-13546 nashnova zh-tw 2026-09-28T01:42:35.350Z 創業板指跌超2% https://www.nashnova.com/zh-hant/feed/special/chinas-august-industrial-profits-rise-4-2-percent-yoy-sharply-down-from-previous-13545 nashnova zh-tw 2026-09-28T01:37:36.389Z 中國8月規模以上工業企業利潤同比增4.2%,較前值大幅回落 https://www.nashnova.com/zh-hant/feed/special/bloomberg-intelligence-china-tech-stocks-trade-at-over-50-percent-valuation-13544 nashnova zh-tw 2026-09-28T01:32:53.996Z 彭博情報:中國科技股估值折價逾五成,需AI催化劑提振 https://www.nashnova.com/zh-hant/feed/special/south-koreas-hbm-related-exports-hit-60-7b-in-first-seven-months-taiwan-and-13543 nashnova zh-tw 2026-09-28T01:24:25.484Z 韓國HBM相關出口前七月達607億美元,台灣、馬來西亞單價居前 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