https://www.nashnova.com/feed/special/yen-depreciation-drives-japanese-multinationals-to-collectively-raise-earnings-9024 nashnova en 2026-08-10T05:41:33.603Z Yen Depreciation Drives Japanese Multinationals to Collectively Raise Earnings Forecasts https://www.nashnova.com/feed/special/chinese-manufacturers-account-for-97-percent-of-global-humanoid-robot-shipments-9023 nashnova en 2026-08-10T05:40:14.035Z Chinese Manufacturers Account for 97% of Global Humanoid Robot Shipments, with Agibot Surpassing Unitree to Rank First https://www.nashnova.com/feed/special/tsmc-july-revenue-reaches-nt-467-58-billion-up-44-7-percent-year-over-year-9022 nashnova en 2026-08-10T05:39:15.016Z TSMC July Revenue Reaches NT$467.58 Billion, Up 44.7% Year-over-Year https://www.nashnova.com/feed/special/dimon-u-s-dollars-reserve-currency-status-at-risk-if-america-loses-military-and-9021 nashnova en 2026-08-10T05:24:31.962Z Dimon: U.S. Dollar's Reserve Currency Status at Risk If America Loses Military and Economic Edge https://www.nashnova.com/feed/special/samsung-hbm4-yield-rises-to-nearly-80-percent-intensifying-capacity-competition-9020 nashnova en 2026-08-10T05:11:00.591Z Samsung HBM4 Yield Rises to Nearly 80%, Intensifying Capacity Competition with SK Hynix https://www.nashnova.com/feed/special/chinas-ai-large-models-still-rely-on-nvidia-chips-as-domestic-alternatives-face-9019 nashnova en 2026-08-10T05:09:43.674Z China's AI Large Models Still Rely on Nvidia Chips as Domestic Alternatives Face Software Ecosystem Constraints https://www.nashnova.com/feed/special/eurozone-q2-gdp-grows-0-4-percent-full-year-2026-forecast-revised-up-to-0-8-9018 nashnova en 2026-08-10T04:51:03.988Z Eurozone Q2 GDP Grows 0.4%, Full-Year 2026 Forecast Revised Up to 0.8% https://www.nashnova.com/feed/special/u-s-department-of-defense-issues-400-million-loan-to-australian-scandium-miner-9017 nashnova en 2026-08-10T04:49:58.403Z U.S. Department of Defense Issues $400 Million Loan to Australian Scandium Miner, Bypassing China's Rare Earth Supply Chain https://www.nashnova.com/feed/special/sk-hynix-faces-dual-u-s-patent-lawsuits-over-hbm-and-3d-nand-9016 nashnova en 2026-08-10T04:30:51.747Z SK Hynix Faces Dual U.S. Patent Lawsuits Over HBM and 3D NAND https://www.nashnova.com/feed/special/cisco-q4-earnings-preview-ai-orders-may-beat-expectations-again-security-9015 nashnova en 2026-08-10T04:29:38.126Z Cisco Q4 Earnings Preview: AI Orders May Beat Expectations Again, Security Business Becomes Key Validation Point https://www.nashnova.com/feed/special/semiconductor-materials-see-broad-based-price-hikes-silicon-wafers-specialty-9014 nashnova en 2026-08-10T04:28:02.310Z Semiconductor Materials See Broad-Based Price Hikes: Silicon Wafers, Specialty Gases, and Advanced Packaging All Under Pressure https://www.nashnova.com/feed/special/palantirs-uk-nhs-data-platform-costs-rise-to-1-1-billion-as-expected-benefits-9013 nashnova en 2026-08-10T04:26:38.838Z Palantir's UK NHS Data Platform Costs Rise to £1.1 Billion as Expected Benefits Are Revised Down https://www.nashnova.com/feed/special/german-economy-minister-warns-rise-of-far-right-afd-could-deter-foreign-9012 nashnova en 2026-08-10T04:25:30.814Z German Economy Minister Warns: Rise of Far-Right AfD Could Deter Foreign Investment https://www.nashnova.com/feed/special/uk-fca-plans-regulatory-framework-for-tokenized-gold-9011 nashnova en 2026-08-10T04:24:31.177Z UK FCA Plans Regulatory Framework for Tokenized Gold https://www.nashnova.com/feed/special/us-fcc-extends-tech-regulations-to-chip-and-optical-module-supply-chains-9010 nashnova en 2026-08-10T04:15:28.141Z US FCC Extends Tech Regulations to Chip and Optical Module Supply Chains https://www.nashnova.com/feed/special/one-week-after-the-short-squeeze-hedge-funds-ramp-up-short-positions-again-9009 nashnova en 2026-08-10T03:56:05.986Z One Week After the Short Squeeze, Hedge Funds Ramp Up Short Positions Again https://www.nashnova.com/feed/special/funds-shift-away-from-restricted-leveraged-etfs-koreas-kosdaq-rebounds-over-30-9008 nashnova en 2026-08-10T03:54:37.681Z Funds Shift Away from Restricted Leveraged ETFs, Korea's KOSDAQ Rebounds Over 30% from Lows https://www.nashnova.com/feed/special/kospi-pares-gains-after-surging-over-2-percent-intraday-hormuz-standoff-pushes-9007 nashnova en 2026-08-10T03:41:06.917Z KOSPI Pares Gains After Surging Over 2% Intraday; Hormuz Standoff Pushes Oil Prices Higher https://www.nashnova.com/feed/special/anthropics-new-model-claude-sonnet-5-5-reportedly-set-to-launch-context-window-9006 nashnova en 2026-08-10T03:39:31.518Z Anthropic's New Model Claude Sonnet 5.5 Reportedly Set to Launch, Context Window Doubling to 2 Million Tokens https://www.nashnova.com/feed/special/ubs-tech-stock-volatility-hits-highest-level-since-dot-com-bubble-9005 nashnova en 2026-08-10T03:34:47.694Z UBS: Tech Stock Volatility Hits Highest Level Since Dot-Com Bubble https://www.nashnova.com/feed/special/u-s-polysilicon-tariffs-take-effect-limited-impact-on-taiwans-chip-supply-chain-9004 nashnova en 2026-08-10T03:10:19.794Z U.S. Polysilicon Tariffs Take Effect, Limited Impact on Taiwan's Chip Supply Chain https://www.nashnova.com/feed/special/morgan-stanley-raises-zhipu-target-price-by-nearly-72-percent-bullish-on-9003 nashnova en 2026-08-10T02:39:31.788Z Morgan Stanley Raises Zhipu Target Price by Nearly 72%, Bullish on Computing Power and Financing Improvements https://www.nashnova.com/feed/special/sony-and-tsmc-plan-6-3-billion-joint-image-sensor-factory-in-kumamoto-9002 nashnova en 2026-08-10T02:09:53.341Z Sony and TSMC Plan $6.3 Billion Joint Image Sensor Factory in Kumamoto https://www.nashnova.com/feed/special/hong-kong-stocks-open-higher-with-ai-concepts-leading-gains-hsi-up-0-53-percent-9001 nashnova en 2026-08-10T01:49:26.239Z Hong Kong Stocks Open Higher with AI Concepts Leading Gains; HSI Up 0.53% https://www.nashnova.com/feed/special/japans-current-account-posts-first-deficit-in-17-months-in-june-9000 nashnova en 2026-08-10T01:44:31.663Z Japan's Current Account Posts First Deficit in 17 Months in June https://www.nashnova.com/feed/special/jpmorgan-raises-kioxia-earnings-forecast-but-cuts-target-price-to-130-000-8999 nashnova en 2026-08-10T01:29:56.917Z JPMorgan Raises Kioxia Earnings Forecast but Cuts Target Price to ¥130,000 https://www.nashnova.com/feed/special/private-credit-default-rates-hit-five-year-high-as-industry-optimism-struggles-8998 nashnova en 2026-08-10T01:14:59.124Z Private Credit Default Rates Hit Five-Year High as Industry Optimism Struggles to Mask Growing Pressure https://www.nashnova.com/feed/special/boj-july-minutes-rising-risk-of-inflation-overshooting-rate-hikes-may-come-8997 nashnova en 2026-08-10T01:04:33.196Z BOJ July Minutes: Rising Risk of Inflation Overshooting, Rate Hikes May Come Faster Than Expected 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Gold Rally Together https://www.nashnova.com/feed/special/chinese-brokerages-tighten-leverage-scrutiny-as-margin-balance-retreats-from-3-8992 nashnova en 2026-08-09T23:14:50.606Z Chinese Brokerages Tighten Leverage Scrutiny as Margin Balance Retreats from ¥3 Trillion https://www.nashnova.com/feed/special/hormuz-deal-still-elusive-as-brent-crude-rises-for-third-straight-day-past-84-8991 nashnova en 2026-08-09T22:49:55.110Z Hormuz Deal Still Elusive as Brent Crude Rises for Third Straight Day Past $84 https://www.nashnova.com/feed/special/china-leverages-28-trillion-capital-market-to-finance-ai-industry-8990 nashnova en 2026-08-09T21:19:56.276Z China Leverages $28 Trillion Capital Market to Finance AI Industry https://www.nashnova.com/feed/special/goldman-sachs-partner-s-and-p-500-target-at-8-000-buybacks-to-overwhelm-record-8989 nashnova en 2026-08-09T19:54:52.296Z Goldman Sachs Partner: S&P 500 Target at 8,000 — Buybacks to Overwhelm Record Stock Supply 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nashnova zh-cn 2026-08-10T04:29:38.126Z 思科Q4财报前瞻：AI订单或再超预期，安全业务成关键验证点 https://www.nashnova.com/zh/feed/special/semiconductor-materials-see-broad-based-price-hikes-silicon-wafers-specialty-9014 nashnova zh-cn 2026-08-10T04:28:02.310Z 半导体材料全线涨价，硅片、特种气体、先进封装均受压 https://www.nashnova.com/zh/feed/special/palantirs-uk-nhs-data-platform-costs-rise-to-1-1-billion-as-expected-benefits-9013 nashnova zh-cn 2026-08-10T04:26:38.838Z Palantir英国NHS数据平台成本升至11亿英镑，预期收益下调 https://www.nashnova.com/zh/feed/special/german-economy-minister-warns-rise-of-far-right-afd-could-deter-foreign-9012 nashnova zh-cn 2026-08-10T04:25:30.814Z 德国经济部长警告：极右翼AfD崛起或威慑外资 https://www.nashnova.com/zh/feed/special/uk-fca-plans-regulatory-framework-for-tokenized-gold-9011 nashnova zh-cn 2026-08-10T04:24:31.177Z 英国金融行为监管局拟为代币化黄金制定监管框架 https://www.nashnova.com/zh/feed/special/us-fcc-extends-tech-regulations-to-chip-and-optical-module-supply-chains-9010 nashnova zh-cn 2026-08-10T04:15:28.141Z 美国FCC将技术管制延伸至芯片与光模块供应链 https://www.nashnova.com/zh/feed/special/one-week-after-the-short-squeeze-hedge-funds-ramp-up-short-positions-again-9009 nashnova zh-cn 2026-08-10T03:56:05.986Z 逼空周后一周，对冲基金重新加大做空 https://www.nashnova.com/zh/feed/special/funds-shift-away-from-restricted-leveraged-etfs-koreas-kosdaq-rebounds-over-30-9008 nashnova zh-cn 2026-08-10T03:54:37.681Z 杠杆ETF受限资金转向，韩国创业板指从低点反弹逾30% https://www.nashnova.com/zh/feed/special/kospi-pares-gains-after-surging-over-2-percent-intraday-hormuz-standoff-pushes-9007 nashnova zh-cn 2026-08-10T03:41:06.917Z KOSPI盘中涨超2%后收窄，霍尔木兹僵局推升油价 https://www.nashnova.com/zh/feed/special/anthropics-new-model-claude-sonnet-5-5-reportedly-set-to-launch-context-window-9006 nashnova zh-cn 2026-08-10T03:39:31.518Z Anthropic新模型Claude Sonnet 5.5传将发布，上下文翻倍至200万token https://www.nashnova.com/zh/feed/special/ubs-tech-stock-volatility-hits-highest-level-since-dot-com-bubble-9005 nashnova zh-cn 2026-08-10T03:34:47.694Z 瑞银：科技股波动性升至互联网泡沫以来最高 https://www.nashnova.com/zh/feed/special/u-s-polysilicon-tariffs-take-effect-limited-impact-on-taiwans-chip-supply-chain-9004 nashnova zh-cn 2026-08-10T03:10:19.794Z 美国多晶硅关税落地，台湾芯片链影响有限 https://www.nashnova.com/zh/feed/special/morgan-stanley-raises-zhipu-target-price-by-nearly-72-percent-bullish-on-9003 nashnova zh-cn 2026-08-10T02:39:31.788Z 摩根士丹利上调智谱目标价近72%，看好算力与融资双改善 https://www.nashnova.com/zh/feed/special/sony-and-tsmc-plan-6-3-billion-joint-image-sensor-factory-in-kumamoto-9002 nashnova zh-cn 2026-08-10T02:09:53.341Z 索尼台积电拟63亿美元合建熊本图像传感器工厂 https://www.nashnova.com/zh/feed/special/hong-kong-stocks-open-higher-with-ai-concepts-leading-gains-hsi-up-0-53-percent-9001 nashnova zh-cn 2026-08-10T01:49:26.239Z 港股高开 AI概念领涨 恒指涨0.53% https://www.nashnova.com/zh/feed/special/japans-current-account-posts-first-deficit-in-17-months-in-june-9000 nashnova zh-cn 2026-08-10T01:44:31.663Z 日本6月经常账户17个月来首现逆差 https://www.nashnova.com/zh/feed/special/jpmorgan-raises-kioxia-earnings-forecast-but-cuts-target-price-to-130-000-8999 nashnova zh-cn 2026-08-10T01:29:56.917Z 摩根大通上调铠侠盈利预测，但下调目标价至13万日元 https://www.nashnova.com/zh/feed/special/private-credit-default-rates-hit-five-year-high-as-industry-optimism-struggles-8998 nashnova zh-cn 2026-08-10T01:14:59.124Z 私募信贷违约率升至五年高位，行业乐观表态难掩压力 https://www.nashnova.com/zh/feed/special/boj-july-minutes-rising-risk-of-inflation-overshooting-rate-hikes-may-come-8997 nashnova zh-cn 2026-08-10T01:04:33.196Z 日本央行7月纪要：通胀超标风险上升，加息节奏或快于预期 https://www.nashnova.com/zh/feed/special/goldman-sachs-tech-trader-optics-outperform-memory-by-over-20-percent-open-8996 nashnova zh-cn 2026-08-10T00:50:09.765Z 高盛科技交易员：光学跑赢存储逾20%，开源模型成本不足闭源8% https://www.nashnova.com/zh/feed/special/ai-data-center-expansion-texas-oil-field-landowners-rush-to-seize-new-8995 nashnova zh-cn 2026-08-10T00:11:32.119Z AI数据中心扩张，德克萨斯油田地主争抢新商机 https://www.nashnova.com/zh/feed/special/korean-chaebols-collectively-move-into-humanoid-robots-as-nvidia-deepens-ties-8994 nashnova zh-cn 2026-08-10T00:10:13.363Z 韩国财阀集体布局人形机器人，英伟达深度绑定五大巨头 https://www.nashnova.com/zh/feed/special/csc-u-s-non-farm-payrolls-miss-expectations-copper-aluminum-and-gold-rally-8993 nashnova zh-cn 2026-08-09T23:49:45.118Z 中信建投：美国非农不及预期，有色金属铜铝金齐涨 https://www.nashnova.com/zh/feed/special/chinese-brokerages-tighten-leverage-scrutiny-as-margin-balance-retreats-from-3-8992 nashnova zh-cn 2026-08-09T23:14:50.606Z 中国券商收紧杠杆审查，融资余额从3万亿元回落 https://www.nashnova.com/zh/feed/special/hormuz-deal-still-elusive-as-brent-crude-rises-for-third-straight-day-past-84-8991 nashnova zh-cn 2026-08-09T22:49:55.110Z 霍尔木兹协议仍未落地，布伦特油价三连涨破84美元 https://www.nashnova.com/zh/feed/special/china-leverages-28-trillion-capital-market-to-finance-ai-industry-8990 nashnova zh-cn 2026-08-09T21:19:56.276Z 中国动用28万亿美元资本市场支持AI产业融资 https://www.nashnova.com/zh/feed/special/goldman-sachs-partner-s-and-p-500-target-at-8-000-buybacks-to-overwhelm-record-8989 nashnova zh-cn 2026-08-09T19:54:52.296Z 高盛合伙人：标普500目标8000点，回购将压倒创纪录股票供给 https://www.nashnova.com/zh/feed/special/overseas-social-media-sentiment-on-memory-and-semiconductors-shifting-from-broad-8988 nashnova zh-cn 2026-08-09T16:15:00.807Z 海外社交媒体存储与半导体情绪：从全面看多转向谨慎减仓 https://www.nashnova.com/zh/feed/special/apple-testing-cxmt-memory-chips-for-iphone-and-macbook-8987 nashnova zh-cn 2026-08-09T12:29:46.628Z 苹果测试长鑫存储芯片用于iPhone和MacBook https://www.nashnova.com/zh/feed/special/goldman-sachs-no-broad-bubble-in-chinas-ai-sector-massive-foreign-allocation-gap-8986 nashnova zh-cn 2026-08-09T12:25:19.771Z 高盛：中国AI板块无整体性泡沫，外资配置缺口巨大 https://www.nashnova.com/zh/feed/special/openais-largest-pre-training-model-doug-exposed-potentially-launching-before-8985 nashnova zh-cn 2026-08-09T12:09:56.007Z OpenAI最大规模预训练模型Doug曝光，或于11月前推出 https://www.nashnova.com/zh/feed/special/wall-street-sentiment-on-chinese-adrs-shifts-from-hopeless-to-tactical-long-8984 nashnova zh-cn 2026-08-09T11:45:15.823Z 华尔街中概股情绪从"无力"转向战术性做多 https://www.nashnova.com/zh/feed/special/moore-threads-h1-revenue-surges-147-percent-plans-hong-kong-ipo-8983 nashnova zh-cn 2026-08-09T11:24:28.699Z 摩尔线程上半年营收增147%，拟赴港上市 https://www.nashnova.com/zh/feed/special/saudi-aramcos-jazan-refinery-hit-for-second-time-in-under-two-weeks-8982 nashnova zh-cn 2026-08-09T10:54:38.618Z 沙特阿美贾赞炼油厂不足两周内二度遭袭 https://www.nashnova.com/zh/feed/special/worlds-largest-semiconductor-etf-plans-to-include-cxmt-by-end-of-september-8981 nashnova zh-cn 2026-08-09T10:19:48.392Z 全球最大半导体ETF拟于9月底纳入长鑫科技 https://www.nashnova.com/zh/feed/special/key-events-next-week-u-s-cpi-and-earnings-from-tencent-jd-com-moutai-and-smic-8980 nashnova zh-cn 2026-08-09T02:24:30.261Z 下周重磅：美国CPI及腾讯、京东、茅台、中芯国际财报密集登场 https://www.nashnova.com/zh/feed/special/u-s-military-seeks-exit-iran-sets-six-conditions-strait-of-hormuz-standoff-8979 nashnova zh-cn 2026-08-09T02:20:05.164Z 美军寻找出口，伊朗开出六条件，霍尔木兹博弈入中局 https://www.nashnova.com/zh/feed/special/chinas-july-cpi-rises-0-5-percent-yoy-down-from-previous-reading-8978 nashnova zh-cn 2026-08-09T01:34:18.147Z 中国7月CPI同比涨0.5%，较前值回落 https://www.nashnova.com/zh/feed/special/goldman-sachs-warning-ai-hyperscaler-bond-issuance-saturating-investment-grade-8977 nashnova zh-cn 2026-08-08T22:14:47.103Z 高盛预警：AI超大规模云厂商债券发行致投资级信用市场饱和 https://www.nashnova.com/zh/feed/special/bank-loans-reclaim-market-share-from-private-credit-as-refinancing-wave-reshapes-8976 nashnova zh-cn 2026-08-08T15:22:20.685Z 银行贷款抢回私募信贷份额，再融资潮重塑信用市场格局 https://www.nashnova.com/zh/feed/special/japans-three-mega-banks-foreign-currency-liquidity-rises-to-1-25-trillion-up-18-8975 nashnova zh-cn 2026-08-08T15:20:52.132Z 日本三大银行外币流动性升至1.25万亿美元，18个月增18% https://www.nashnova.com/zh/feed/special/pboc-boosts-gold-reserves-in-hong-kong-to-support-gold-clearing-system-8974 nashnova zh-cn 2026-08-08T15:19:27.566Z 中国央行增持香港黄金储备 支持黄金清算系统建设 https://www.nashnova.com/zh/feed/special/berkshire-q2-operating-profit-up-16-percent-cash-reserves-rise-to-365-5-billion-8973 nashnova zh-cn 2026-08-08T12:24:41.615Z 伯克希尔Q2运营利润增16%，现金储备升至3655亿美元 https://www.nashnova.com/zh/feed/special/u-s-crypto-regulatory-bill-stalled-in-senate-despite-industrys-225m-lobbying-8972 nashnova zh-cn 2026-08-08T11:09:54.612Z 美国加密货币监管法案参议院受阻，行业逾2.25亿美元游说未竟 https://www.nashnova.com/zh/feed/special/bofa-u-s-midterm-elections-could-be-a-major-turning-point-for-stocks-8971 nashnova zh-cn 2026-08-08T10:24:44.901Z 美银：美国中期选举或成股市重大转折点 https://www.nashnova.com/zh/feed/special/apples-china-version-of-apple-intelligence-officially-integrates-alibabas-qwen-8970 nashnova zh-cn 2026-08-08T09:29:33.192Z 苹果中国版Apple Intelligence正式接入阿里千问 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-faces-dual-u-s-patent-lawsuits-over-hbm-and-3d-nand-9016 nashnova zh-tw 2026-08-10T04:30:51.747Z SK海力士HBM及3D NAND遭美國專利雙線訴訟 https://www.nashnova.com/zh-hant/feed/special/cisco-q4-earnings-preview-ai-orders-may-beat-expectations-again-security-9015 nashnova zh-tw 2026-08-10T04:29:38.126Z 思科Q4財報前瞻：AI訂單或再超預期，安全業務成關鍵驗證點 https://www.nashnova.com/zh-hant/feed/special/semiconductor-materials-see-broad-based-price-hikes-silicon-wafers-specialty-9014 nashnova zh-tw 2026-08-10T04:28:02.310Z 半導體材料全線漲價，矽片、特種氣體、先進封裝均受壓 https://www.nashnova.com/zh-hant/feed/special/palantirs-uk-nhs-data-platform-costs-rise-to-1-1-billion-as-expected-benefits-9013 nashnova zh-tw 2026-08-10T04:26:38.838Z Palantir英國NHS數據平台成本升至11億英鎊，預期收益下調 https://www.nashnova.com/zh-hant/feed/special/german-economy-minister-warns-rise-of-far-right-afd-could-deter-foreign-9012 nashnova zh-tw 2026-08-10T04:25:30.814Z 德國經濟部長警告：極右翼AfD崛起或威嚇外資 https://www.nashnova.com/zh-hant/feed/special/uk-fca-plans-regulatory-framework-for-tokenized-gold-9011 nashnova zh-tw 2026-08-10T04:24:31.177Z 英國金融行為監管局擬為代幣化黃金制定監管框架 https://www.nashnova.com/zh-hant/feed/special/us-fcc-extends-tech-regulations-to-chip-and-optical-module-supply-chains-9010 nashnova zh-tw 2026-08-10T04:15:28.141Z 美國FCC將技術管制延伸至晶片與光模組供應鏈 https://www.nashnova.com/zh-hant/feed/special/one-week-after-the-short-squeeze-hedge-funds-ramp-up-short-positions-again-9009 nashnova zh-tw 2026-08-10T03:56:05.986Z 逼空週後一週，對沖基金重新加大做空 https://www.nashnova.com/zh-hant/feed/special/funds-shift-away-from-restricted-leveraged-etfs-koreas-kosdaq-rebounds-over-30-9008 nashnova zh-tw 2026-08-10T03:54:37.681Z 槓桿ETF受限資金轉向，韓國創業板指從低點反彈逾30% https://www.nashnova.com/zh-hant/feed/special/kospi-pares-gains-after-surging-over-2-percent-intraday-hormuz-standoff-pushes-9007 nashnova zh-tw 2026-08-10T03:41:06.917Z KOSPI盤中漲超2%後收窄，霍爾木茲僵局推升油價 https://www.nashnova.com/zh-hant/feed/special/anthropics-new-model-claude-sonnet-5-5-reportedly-set-to-launch-context-window-9006 nashnova zh-tw 2026-08-10T03:39:31.518Z Anthropic新模型Claude Sonnet 5.5傳將發布，上下文翻倍至200萬token https://www.nashnova.com/zh-hant/feed/special/ubs-tech-stock-volatility-hits-highest-level-since-dot-com-bubble-9005 nashnova zh-tw 2026-08-10T03:34:47.694Z 瑞銀：科技股波動性升至網路泡沫以來最高 https://www.nashnova.com/zh-hant/feed/special/u-s-polysilicon-tariffs-take-effect-limited-impact-on-taiwans-chip-supply-chain-9004 nashnova zh-tw 2026-08-10T03:10:19.794Z 美國多晶矽關稅落地，台灣晶片鏈影響有限 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-raises-zhipu-target-price-by-nearly-72-percent-bullish-on-9003 nashnova zh-tw 2026-08-10T02:39:31.788Z 摩根士丹利上調智譜目標價近72%，看好算力與融資雙改善 https://www.nashnova.com/zh-hant/feed/special/sony-and-tsmc-plan-6-3-billion-joint-image-sensor-factory-in-kumamoto-9002 nashnova zh-tw 2026-08-10T02:09:53.341Z 索尼台積電擬63億美元合建熊本影像感測器工廠 https://www.nashnova.com/zh-hant/feed/special/hong-kong-stocks-open-higher-with-ai-concepts-leading-gains-hsi-up-0-53-percent-9001 nashnova zh-tw 2026-08-10T01:49:26.239Z 港股高開 AI概念領漲 恒指漲0.53% https://www.nashnova.com/zh-hant/feed/special/japans-current-account-posts-first-deficit-in-17-months-in-june-9000 nashnova zh-tw 2026-08-10T01:44:31.663Z 日本6月經常帳戶17個月來首現逆差 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-raises-kioxia-earnings-forecast-but-cuts-target-price-to-130-000-8999 nashnova zh-tw 2026-08-10T01:29:56.917Z 摩根大通上調鎧俠盈利預測，但下調目標價至13萬日元 https://www.nashnova.com/zh-hant/feed/special/private-credit-default-rates-hit-five-year-high-as-industry-optimism-struggles-8998 nashnova zh-tw 2026-08-10T01:14:59.124Z 私募信貸違約率升至五年高位，行業樂觀表態難掩壓力 https://www.nashnova.com/zh-hant/feed/special/boj-july-minutes-rising-risk-of-inflation-overshooting-rate-hikes-may-come-8997 nashnova zh-tw 2026-08-10T01:04:33.196Z 日本央行7月紀要：通膨超標風險上升，加息節奏或快於預期 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-tech-trader-optics-outperform-memory-by-over-20-percent-open-8996 nashnova zh-tw 2026-08-10T00:50:09.765Z 高盛科技交易員：光學跑贏存儲逾20%，開源模型成本不足閉源8% https://www.nashnova.com/zh-hant/feed/special/ai-data-center-expansion-texas-oil-field-landowners-rush-to-seize-new-8995 nashnova zh-tw 2026-08-10T00:11:32.119Z AI數據中心擴張，德克薩斯油田地主爭搶新商機 https://www.nashnova.com/zh-hant/feed/special/korean-chaebols-collectively-move-into-humanoid-robots-as-nvidia-deepens-ties-8994 nashnova zh-tw 2026-08-10T00:10:13.363Z 韓國財閥集體佈局人形機器人，輝達深度綁定五大巨頭 https://www.nashnova.com/zh-hant/feed/special/csc-u-s-non-farm-payrolls-miss-expectations-copper-aluminum-and-gold-rally-8993 nashnova zh-tw 2026-08-09T23:49:45.118Z 中信建投：美國非農不及預期，有色金屬銅鋁金齊漲 https://www.nashnova.com/zh-hant/feed/special/chinese-brokerages-tighten-leverage-scrutiny-as-margin-balance-retreats-from-3-8992 nashnova zh-tw 2026-08-09T23:14:50.606Z 中國券商收緊槓桿審查，融資餘額從3萬億元回落 https://www.nashnova.com/zh-hant/feed/special/hormuz-deal-still-elusive-as-brent-crude-rises-for-third-straight-day-past-84-8991 nashnova zh-tw 2026-08-09T22:49:55.110Z 霍爾木茲協議仍未落地，布倫特油價三連漲破84美元 https://www.nashnova.com/zh-hant/feed/special/china-leverages-28-trillion-capital-market-to-finance-ai-industry-8990 nashnova zh-tw 2026-08-09T21:19:56.276Z 中國動用28萬億美元資本市場支持AI產業融資 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-partner-s-and-p-500-target-at-8-000-buybacks-to-overwhelm-record-8989 nashnova zh-tw 2026-08-09T19:54:52.296Z 高盛合夥人：標普500目標8000點，回購將壓倒創紀錄股票供給 https://www.nashnova.com/zh-hant/feed/special/overseas-social-media-sentiment-on-memory-and-semiconductors-shifting-from-broad-8988 nashnova zh-tw 2026-08-09T16:15:00.807Z 海外社交媒體存儲與半導體情緒：從全面看多轉向謹慎減倉 https://www.nashnova.com/zh-hant/feed/special/apple-testing-cxmt-memory-chips-for-iphone-and-macbook-8987 nashnova zh-tw 2026-08-09T12:29:46.628Z 蘋果測試長鑫存儲晶片用於iPhone和MacBook https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-no-broad-bubble-in-chinas-ai-sector-massive-foreign-allocation-gap-8986 nashnova zh-tw 2026-08-09T12:25:19.771Z 高盛：中國AI板塊無整體性泡沫，外資配置缺口巨大 https://www.nashnova.com/zh-hant/feed/special/openais-largest-pre-training-model-doug-exposed-potentially-launching-before-8985 nashnova zh-tw 2026-08-09T12:09:56.007Z OpenAI最大規模預訓練模型Doug曝光，或於11月前推出 https://www.nashnova.com/zh-hant/feed/special/wall-street-sentiment-on-chinese-adrs-shifts-from-hopeless-to-tactical-long-8984 nashnova zh-tw 2026-08-09T11:45:15.823Z 華爾街中概股情緒從「無力」轉向戰術性做多 https://www.nashnova.com/zh-hant/feed/special/moore-threads-h1-revenue-surges-147-percent-plans-hong-kong-ipo-8983 nashnova zh-tw 2026-08-09T11:24:28.699Z 摩爾線程上半年營收增147%，擬赴港上市 https://www.nashnova.com/zh-hant/feed/special/saudi-aramcos-jazan-refinery-hit-for-second-time-in-under-two-weeks-8982 nashnova zh-tw 2026-08-09T10:54:38.618Z 沙烏地阿美賈贊煉油廠不到兩週內二度遭襲 https://www.nashnova.com/zh-hant/feed/special/worlds-largest-semiconductor-etf-plans-to-include-cxmt-by-end-of-september-8981 nashnova zh-tw 2026-08-09T10:19:48.392Z 全球最大半導體ETF擬於9月底納入長鑫科技 https://www.nashnova.com/zh-hant/feed/special/key-events-next-week-u-s-cpi-and-earnings-from-tencent-jd-com-moutai-and-smic-8980 nashnova zh-tw 2026-08-09T02:24:30.261Z 下週重磅：美國CPI及騰訊、京東、茅台、中芯國際財報密集登場 https://www.nashnova.com/zh-hant/feed/special/u-s-military-seeks-exit-iran-sets-six-conditions-strait-of-hormuz-standoff-8979 nashnova zh-tw 2026-08-09T02:20:05.164Z 美軍尋找出口，伊朗開出六條件，霍爾木茲博弈入中局 https://www.nashnova.com/zh-hant/feed/special/chinas-july-cpi-rises-0-5-percent-yoy-down-from-previous-reading-8978 nashnova zh-tw 2026-08-09T01:34:18.147Z 中國7月CPI同比漲0.5%，較前值回落 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-warning-ai-hyperscaler-bond-issuance-saturating-investment-grade-8977 nashnova zh-tw 2026-08-08T22:14:47.103Z 高盛預警：AI超大規模雲廠商債券發行致投資級信用市場飽和 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