https://www.nashnova.com/feed/special/70-percent-of-microsofts-ai-revenue-comes-from-openai-concentration-level-8673 nashnova en 2026-08-05T18:19:40.026Z 70% of Microsoft's AI Revenue Comes from OpenAI, Concentration Level Quantified for the First Time https://www.nashnova.com/feed/special/yen-gains-from-japans-fx-intervention-fall-far-short-of-covering-food-tax-cut-8672 nashnova en 2026-08-05T17:42:10.394Z Yen Gains from Japan's FX Intervention Fall Far Short of Covering Food Tax Cut Gap https://www.nashnova.com/feed/special/copper-breaks-14-000-as-u-s-stockpiling-drains-global-inventories-8671 nashnova en 2026-08-05T17:40:59.729Z Copper Breaks $14,000 as U.S. Stockpiling Drains Global Inventories https://www.nashnova.com/feed/special/cloud-business-incremental-margins-surge-lifting-shares-of-microsoft-google-and-8670 nashnova en 2026-08-05T17:39:43.349Z Cloud Business Incremental Margins Surge, Lifting Shares of Microsoft, Google, and Amazon https://www.nashnova.com/feed/special/u-s-doj-plans-to-revoke-antitrust-exemption-letters-for-proxy-advisors-8669 nashnova en 2026-08-05T17:19:28.253Z U.S. DOJ Plans to Revoke Antitrust Exemption Letters for Proxy Advisors https://www.nashnova.com/feed/special/nikkei-surges-over-2-000-points-as-korean-market-volatility-dampens-ai-stock-8668 nashnova en 2026-08-05T16:55:36.220Z Nikkei Surges Over 2,000 Points as Korean Market Volatility Dampens AI Stock Sentiment https://www.nashnova.com/feed/special/alphabet-plunge-drags-nasdaq-lower-s-and-p-500-record-close-derailed-8667 nashnova en 2026-08-05T16:54:22.606Z Alphabet Plunge Drags Nasdaq Lower, S&P 500 Record Close Derailed https://www.nashnova.com/feed/special/fomo-dominates-us-stocks-as-s-and-p-skew-collapse-triggers-heavy-options-8666 nashnova en 2026-08-05T16:19:55.569Z FOMO Dominates US Stocks as S&P Skew Collapse Triggers Heavy Options Positioning https://www.nashnova.com/feed/special/google-chief-scientist-jeff-dean-departs-to-found-ai-research-automation-company-8665 nashnova en 2026-08-05T16:09:49.575Z Google Chief Scientist Jeff Dean Departs to Found AI Research Automation Company https://www.nashnova.com/feed/special/hacking-wave-hits-major-wall-street-hedge-funds-8664 nashnova en 2026-08-05T16:05:28.081Z Hacking Wave Hits Major Wall Street Hedge Funds https://www.nashnova.com/feed/special/middle-east-conflict-drives-refining-margins-to-record-highs-shell-and-other-8663 nashnova en 2026-08-05T16:00:13.250Z Middle East Conflict Drives Refining Margins to Record Highs; Shell and Other Majors See Q2 Earnings Surge https://www.nashnova.com/feed/special/zoox-to-launch-paid-robotaxi-service-without-steering-wheel-in-las-vegas-8662 nashnova en 2026-08-05T15:27:13.120Z Zoox to Launch Paid Robotaxi Service Without Steering Wheel in Las Vegas Starting August 10 https://www.nashnova.com/feed/special/u-s-senate-committee-advances-childrens-online-safety-legislation-meta-google-8661 nashnova en 2026-08-05T15:25:53.239Z U.S. Senate Committee Advances Children's Online Safety Legislation; Meta, Google Face "Duty of Care" Provisions https://www.nashnova.com/feed/special/eia-u-s-crude-inventories-rise-2-5-million-barrels-for-week-ending-july-31-far-8660 nashnova en 2026-08-05T15:24:47.988Z EIA: U.S. Crude Inventories Rise 2.5 Million Barrels for Week Ending July 31, Far Exceeding Expectations https://www.nashnova.com/feed/special/disney-sells-a-e-stake-for-1-2-billion-raises-buyback-target-to-9-billion-8659 nashnova en 2026-08-05T14:49:34.294Z Disney Sells A+E Stake for $1.2 Billion, Raises Buyback Target to $9 Billion https://www.nashnova.com/feed/special/u-s-lifts-sanctions-on-irgc-linked-entities-as-shipping-industry-warns-hormuz-8658 nashnova en 2026-08-05T14:39:41.459Z U.S. Lifts Sanctions on IRGC-Linked Entities as Shipping Industry Warns Hormuz Toll Fees Could Trigger Chain Reactions https://www.nashnova.com/feed/special/soft-payrolls-lift-sentiment-as-dow-and-s-and-p-hit-fresh-record-highs-on-8657 nashnova en 2026-08-05T14:24:53.913Z Soft Payrolls Lift Sentiment as Dow and S&P Hit Fresh Record Highs on Wednesday https://www.nashnova.com/feed/special/photonics-etf-rides-ai-data-center-boom-to-market-as-nvidia-bets-over-6-5-8656 nashnova en 2026-08-05T14:20:16.963Z Photonics ETF Rides AI Data Center Boom to Market as Nvidia Bets Over $6.5 Billion https://www.nashnova.com/feed/special/meta-launches-internal-ai-coding-tool-metacode-to-rival-anthropic-and-openai-8655 nashnova en 2026-08-05T14:14:57.000Z Meta Launches Internal AI Coding Tool MetaCode to Rival Anthropic and OpenAI https://www.nashnova.com/feed/special/u-s-july-ism-non-manufacturing-pmi-came-in-at-54-1-slightly-below-expectations-8654 nashnova en 2026-08-05T14:09:17.356Z U.S. July ISM Non-Manufacturing PMI Came in at 54.1, Slightly Below Expectations https://www.nashnova.com/feed/special/u-s-july-composite-pmi-final-reading-revised-up-to-54-5-8653 nashnova en 2026-08-05T14:04:10.244Z U.S. July Composite PMI Final Reading Revised Up to 54.5 https://www.nashnova.com/feed/special/musks-first-earnings-call-spacex-moves-up-1-trillion-revenue-target-to-2030-8652 nashnova en 2026-08-05T13:50:25.309Z Musk's First Earnings Call: SpaceX Moves Up $1 Trillion Revenue Target to 2030 https://www.nashnova.com/feed/special/nasdaq-rises-over-1-percent-for-four-consecutive-days-only-the-18th-time-in-8651 nashnova en 2026-08-05T13:34:44.881Z Nasdaq Rises Over 1% for Four Consecutive Days — Only the 18th Time in History https://www.nashnova.com/feed/special/bytedance-founder-explicitly-rejects-ai-distillation-strategy-willing-to-8650 nashnova en 2026-08-05T13:32:31.242Z ByteDance Founder Explicitly Rejects AI Distillation Strategy, Willing to Sacrifice Short-Term Gains https://www.nashnova.com/feed/special/bank-of-america-ceo-ai-hedge-fund-blowup-serves-as-warning-for-leveraged-markets-8649 nashnova en 2026-08-05T13:31:20.499Z Bank of America CEO: AI Hedge Fund Blowup Serves as Warning for Leveraged Markets https://www.nashnova.com/feed/special/paypal-splits-reporting-structure-as-ceo-sets-revenue-targets-for-three-business-8648 nashnova en 2026-08-05T13:19:53.826Z PayPal Splits Reporting Structure as CEO Sets Revenue Targets for Three Business Units for the First Time https://www.nashnova.com/feed/special/wedbush-umc-may-benefit-from-intel-emib-t-powerchip-semiconductor-enters-supply-8647 nashnova en 2026-08-05T13:11:18.467Z Wedbush: UMC May Benefit from Intel EMIB-T; Powerchip Semiconductor Enters Supply Chain https://www.nashnova.com/feed/special/u-s-china-ai-and-robotics-trade-tensions-escalate-ahead-of-xi-trump-summit-8646 nashnova en 2026-08-05T13:09:55.876Z U.S.-China AI and Robotics Trade Tensions Escalate Ahead of Xi-Trump Summit https://www.nashnova.com/feed/special/anthropic-builds-in-house-chip-team-while-maintaining-multi-chip-strategy-8645 nashnova en 2026-08-05T12:59:56.028Z Anthropic Builds In-House Chip Team While Maintaining Multi-Chip Strategy https://www.nashnova.com/feed/special/goldman-sachs-investors-rush-to-build-upside-exposure-as-spx-call-options-hit-8644 nashnova en 2026-08-05T12:55:02.573Z Goldman Sachs: Investors Rush to Build Upside Exposure as SPX Call Options Hit Record-High Volume https://www.nashnova.com/feed/special/u-s-treasury-long-term-bond-issuance-size-wont-expand-for-at-least-several-8643 nashnova en 2026-08-05T12:44:43.976Z U.S. Treasury: Long-Term Bond Issuance Size Won't Expand for at Least Several Quarters https://www.nashnova.com/feed/special/nasdaq-100-single-day-bullish-signal-ranks-in-top-ten-of-the-past-decade-8642 nashnova en 2026-08-05T12:39:45.221Z Nasdaq 100 Single-Day Bullish Signal Ranks in Top Ten of the Past Decade https://www.nashnova.com/feed/special/google-plans-to-acquire-ai-coding-startup-mechanize-for-over-1-5-billion-8641 nashnova en 2026-08-05T12:25:32.641Z Google Plans to Acquire AI Coding Startup Mechanize for Over $1.5 Billion https://www.nashnova.com/feed/special/u-s-july-adp-employment-adds-only-44k-jobs-far-below-expectations-8640 nashnova en 2026-08-05T12:24:31.764Z U.S. July ADP Employment Adds Only 44K Jobs, Far Below Expectations https://www.nashnova.com/feed/special/ecb-ai-investment-helps-cushion-eurozone-uncertainty-drag-8639 nashnova en 2026-08-05T12:21:21.882Z ECB: AI Investment Helps Cushion Eurozone Uncertainty Drag https://www.nashnova.com/feed/special/astrazeneca-and-bristol-myers-squibb-merger-rumors-denied-8638 nashnova en 2026-08-05T12:20:23.237Z AstraZeneca and Bristol-Myers Squibb Merger Rumors Denied https://www.nashnova.com/feed/special/feds-kashkari-now-is-the-time-to-gradually-raise-interest-rates-8637 nashnova en 2026-08-05T12:19:35.845Z Fed's Kashkari: Now Is the Time to Gradually Raise Interest Rates https://www.nashnova.com/feed/special/spacexs-largest-ever-lock-up-expiration-of-910m-shares-hits-today-short-interest-8636 nashnova en 2026-08-05T12:15:52.422Z SpaceX's Largest-Ever Lock-Up Expiration of 910M Shares Hits Today, Short Interest Surpasses Tesla https://www.nashnova.com/feed/special/googles-uk-search-ads-class-action-lawsuit-certified-seeking-over-6-7-billion-in-8635 nashnova en 2026-08-05T12:14:26.589Z Google's UK Search Ads Class Action Lawsuit Certified, Seeking Over $6.7 Billion in Damages https://www.nashnova.com/feed/special/european-legacy-tech-stocks-emerge-as-surprise-ai-beneficiaries-this-earnings-8634 nashnova en 2026-08-05T12:00:14.310Z European Legacy Tech Stocks Emerge as Surprise AI Beneficiaries This Earnings Season https://www.nashnova.com/feed/special/douyin-e-commerce-gmv-growth-slows-to-20-percent-in-h1-2026-deceleration-8633 nashnova en 2026-08-05T11:56:50.197Z Douyin E-Commerce GMV Growth Slows to ~20% in H1 2026, Deceleration Continues https://www.nashnova.com/feed/special/yen-carry-trade-shows-resilience-as-investors-shift-to-euro-and-swiss-franc-for-8632 nashnova en 2026-08-05T11:55:16.996Z Yen Carry Trade Shows Resilience as Investors Shift to Euro and Swiss Franc for Funding https://www.nashnova.com/feed/special/bytedance-launches-full-duplex-audio-video-large-model-seedrealtime-now-fully-8631 nashnova en 2026-08-05T11:45:16.206Z ByteDance Launches Full-Duplex Audio-Video Large Model SeedRealtime, Now Fully Deployed on Doubao https://www.nashnova.com/feed/special/netlist-and-samsung-reach-five-year-memory-patent-settlement-8630 nashnova en 2026-08-05T11:25:57.206Z Netlist and Samsung Reach Five-Year Memory Patent Settlement https://www.nashnova.com/feed/special/shopify-q2-revenue-surges-34-percent-beating-expectations-q3-guidance-above-8629 nashnova en 2026-08-05T11:25:00.579Z Shopify Q2 Revenue Surges 34% Beating Expectations, Q3 Guidance Above Market Consensus https://www.nashnova.com/feed/special/uber-q3-guidance-misses-expectations-brazil-competition-drags-trip-volume-10b-8628 nashnova en 2026-08-05T11:22:50.979Z Uber Q3 Guidance Misses Expectations, Brazil Competition Drags Trip Volume, $10B Bet on Robotaxi https://www.nashnova.com/feed/special/morgan-stanley-q3-is-the-window-to-add-hong-kong-stock-exposure-hang-seng-index-8627 nashnova en 2026-08-05T11:21:09.191Z Morgan Stanley: Q3 Is the Window to Add Hong Kong Stock Exposure, Hang Seng Index Target Raised to 28,400 https://www.nashnova.com/feed/special/gold-breaks-descending-trendline-cta-short-squeeze-may-be-triggered-8626 nashnova en 2026-08-05T11:19:49.760Z Gold Breaks Descending Trendline, CTA Short Squeeze May Be Triggered https://www.nashnova.com/feed/special/asia-multi-strategy-hedge-funds-suffer-over-9-percent-max-drawdown-in-july-8625 nashnova en 2026-08-05T11:10:14.667Z Asia Multi-Strategy Hedge Funds Suffer Over 9% Max Drawdown in July https://www.nashnova.com/feed/special/s-and-p-500-hits-new-highs-as-burry-warns-of-1987-style-crash-risk-8624 nashnova en 2026-08-05T11:06:08.938Z S&P 500 Hits New Highs as Burry Warns of 1987-Style Crash Risk https://www.nashnova.com/feed/special/binance-sues-redotpay-founder-seeking-473-million-in-damages-8623 nashnova en 2026-08-05T11:04:42.494Z Binance Sues RedotPay Founder, Seeking $473 Million in Damages https://www.nashnova.com/feed/special/eli-lilly-q2-revenue-of-22-97b-significantly-beats-expectations-full-year-8622 nashnova en 2026-08-05T11:00:23.940Z Eli Lilly Q2 Revenue of $22.97B Significantly Beats Expectations, Full-Year Guidance Raised https://www.nashnova.com/feed/special/disney-q3-revenue-rises-7-percent-to-25-2b-driven-by-theme-parks-and-toy-story-5-8621 nashnova en 2026-08-05T10:45:01.428Z Disney Q3 Revenue Rises 7% to $25.2B, Driven by Theme Parks and Toy Story 5 https://www.nashnova.com/feed/special/goldman-sachs-raises-china-ai-model-market-forecast-by-30-percent-to-13-billion-8620 nashnova en 2026-08-05T10:40:57.487Z Goldman Sachs Raises China AI Model Market Forecast by 30% to $13 Billion https://www.nashnova.com/feed/special/un-fao-warns-global-food-prices-may-accelerate-upward-by-year-end-8619 nashnova en 2026-08-05T10:39:49.931Z UN FAO Warns: Global Food Prices May Accelerate Upward by Year-End https://www.nashnova.com/feed/special/private-capital-floods-into-emerging-market-ai-infrastructure-h1-scale-hits-8618 nashnova en 2026-08-05T10:38:31.987Z Private Capital Floods into Emerging Market AI Infrastructure, H1 Scale Hits Record High https://www.nashnova.com/feed/special/circle-q2-revenue-of-701m-misses-expectations-as-usdc-circulation-pulls-back-8617 nashnova en 2026-08-05T10:37:19.534Z Circle Q2 Revenue of $701M Misses Expectations as USDC Circulation Pulls Back from Peak https://www.nashnova.com/feed/special/morgan-stanley-im-hyperscalers-euro-bond-issuance-to-erode-eurozone-credit-8616 nashnova en 2026-08-05T10:35:47.789Z Morgan Stanley IM: Hyperscalers' Euro Bond Issuance to Erode Eurozone Credit Appeal https://www.nashnova.com/feed/special/citadels-flagship-fund-gains-5-9-percent-in-july-snaps-up-discounted-situational-8615 nashnova en 2026-08-05T10:34:25.817Z Citadel's Flagship Fund Gains 5.9% in July, Snaps Up Discounted Situational Awareness AI Stocks https://www.nashnova.com/feed/special/dimon-leads-cross-industry-alliance-to-address-ai-risks-8614 nashnova en 2026-08-05T10:21:38.012Z Dimon Leads Cross-Industry Alliance to Address AI Risks https://www.nashnova.com/feed/special/carlyle-group-q2-distributable-earnings-at-1-07-per-share-up-18-percent-yoy-8613 nashnova en 2026-08-05T10:20:25.522Z Carlyle Group Q2 Distributable Earnings at $1.07 Per Share, Up 18% YoY https://www.nashnova.com/feed/special/beigene-q2-revenue-hits-1-7-billion-full-year-guidance-raised-8612 nashnova en 2026-08-05T10:19:13.926Z BeiGene Q2 Revenue Hits $1.7 Billion, Full-Year Guidance Raised https://www.nashnova.com/feed/special/circles-blockchain-network-arc-onboards-11-institutions-including-blackrock-and-8611 nashnova en 2026-08-05T10:14:45.564Z Circle's Blockchain Network Arc Onboards 11 Institutions Including BlackRock and Visa https://www.nashnova.com/feed/special/cxmt-rejects-apples-price-pressure-insists-on-benchmarking-against-samsung-and-8610 nashnova en 2026-08-05T10:04:40.676Z CXMT Rejects Apple's Price Pressure, Insists on Benchmarking Against Samsung and SK Hynix https://www.nashnova.com/feed/special/s-and-p-500-and-dow-futures-edge-higher-as-amds-8-percent-drop-drags-on-nasdaq-8609 nashnova en 2026-08-05T09:49:47.839Z S&P 500 and Dow Futures Edge Higher as AMD's 8% Drop Drags on Nasdaq https://www.nashnova.com/feed/special/iran-strait-of-hormuz-will-not-reopen-immediately-8608 nashnova en 2026-08-05T09:39:35.417Z Iran: Strait of Hormuz Will Not Reopen Immediately https://www.nashnova.com/feed/special/sandisk-shares-rebound-ahead-of-earnings-as-market-tests-whether-lofty-8607 nashnova en 2026-08-05T09:34:58.104Z SanDisk Shares Rebound Ahead of Earnings as Market Tests Whether Lofty Expectations Can Be Met https://www.nashnova.com/feed/special/barclays-and-hsbc-warshs-stance-boosts-appeal-of-inflation-linked-bonds-8606 nashnova en 2026-08-05T09:30:14.941Z Barclays & HSBC: Warsh's Stance Boosts Appeal of Inflation-Linked Bonds https://www.nashnova.com/feed/special/morgan-stanley-nvidia-wins-in-all-three-ai-scenarios-8605 nashnova en 2026-08-05T09:15:36.881Z Morgan Stanley: NVIDIA Wins in All Three AI Scenarios https://www.nashnova.com/feed/special/yu-chengdong-memory-price-hikes-will-drive-large-scale-smartphone-price-8604 nashnova en 2026-08-05T09:14:22.397Z Yu Chengdong: Memory Price Hikes Will Drive Large-Scale Smartphone Price Increases https://www.nashnova.com/feed/special/frances-h1-fiscal-deficit-reaches-107-billion-exceeding-budget-by-14-4-percent-8603 nashnova en 2026-08-05T09:07:21.910Z France's H1 Fiscal Deficit Reaches €107 Billion, Exceeding Budget by 14.4% https://www.nashnova.com/feed/special/houthi-forces-announce-strike-on-saudi-oil-tanker-in-northern-red-sea-8602 nashnova en 2026-08-05T09:05:56.835Z Houthi Forces Announce Strike on Saudi Oil Tanker in Northern Red Sea https://www.nashnova.com/feed/special/ai-demand-drives-taiyo-yuden-to-raise-profit-forecast-by-50-percent-8601 nashnova en 2026-08-05T08:59:45.684Z AI Demand Drives Taiyo Yuden to Raise Profit Forecast by 50% https://www.nashnova.com/feed/special/analysis-fed-caught-between-tightening-and-easing-dilemma-dollar-crisis-8600 nashnova en 2026-08-05T08:34:53.717Z Analysis: Fed Caught Between Tightening and Easing Dilemma, Dollar Crisis Probability Higher https://www.nashnova.com/feed/special/ssi-reportedly-set-to-release-first-ai-model-in-august-8599 nashnova en 2026-08-05T08:25:07.584Z SSI Reportedly Set to Release First AI Model in August https://www.nashnova.com/feed/special/sk-hynix-breaks-ground-on-3-9-billion-chip-packaging-plant-in-indiana-in-august-8598 nashnova en 2026-08-05T08:16:49.848Z SK Hynix Breaks Ground on $3.9 Billion Chip Packaging Plant in Indiana in August https://www.nashnova.com/feed/special/chinas-ministry-of-commerce-tightens-export-controls-on-dual-use-drone-items-to-8597 nashnova en 2026-08-05T08:15:25.636Z China's Ministry of Commerce Tightens Export Controls on Dual-Use Drone Items to the U.S. https://www.nashnova.com/feed/special/chinas-ministry-of-commerce-imposes-countermeasures-against-u-s-fcc-and-dhs-8596 nashnova en 2026-08-05T08:14:32.024Z China's Ministry of Commerce Imposes Countermeasures Against U.S. FCC and DHS Actions Targeting China https://www.nashnova.com/feed/special/spacex-announces-exclusive-procurement-of-nvidia-gpus-8595 nashnova en 2026-08-05T07:45:41.326Z SpaceX Announces Exclusive Procurement of NVIDIA GPUs https://www.nashnova.com/feed/special/santanders-acquisition-of-webster-approved-by-federal-reserve-12-billion-deal-to-8594 nashnova en 2026-08-05T07:44:31.324Z Santander's Acquisition of Webster Approved by Federal Reserve, $12 Billion Deal to Close on August 20 https://www.nashnova.com/feed/special/foxconn-july-revenue-hits-nt-946-5-billion-up-54-2-percent-yoy-8593 nashnova en 2026-08-05T07:39:25.898Z Foxconn July Revenue Hits NT$946.5 Billion, Up 54.2% YoY https://www.nashnova.com/feed/special/piper-sandler-initiates-coreweave-at-overweight-nebius-at-neutral-8592 nashnova en 2026-08-05T07:35:23.582Z Piper Sandler Initiates CoreWeave at Overweight, Nebius at Neutral https://www.nashnova.com/feed/special/tsmc-expands-cow-process-outsourcing-ai-packaging-bottleneck-expected-to-ease-8591 nashnova en 2026-08-05T07:14:49.449Z TSMC Expands CoW Process Outsourcing, AI Packaging Bottleneck Expected to Ease https://www.nashnova.com/feed/special/amd-raises-server-cpu-market-forecast-to-220-billion-8590 nashnova en 2026-08-05T07:09:46.043Z AMD Raises Server CPU Market Forecast to $220 Billion https://www.nashnova.com/feed/special/honda-raises-full-year-operating-profit-outlook-by-30-percent-8589 nashnova en 2026-08-05T07:04:28.198Z Honda Raises Full-Year Operating Profit Outlook by 30% https://www.nashnova.com/feed/special/citic-securities-ai-drives-both-volume-and-price-growth-for-optical-module-8588 nashnova en 2026-08-05T06:59:44.248Z CITIC Securities: AI Drives Both Volume and Price Growth for Optical Module Testing Equipment https://www.nashnova.com/feed/special/euro-stoxx-600-hits-all-time-high-led-by-semiconductors-and-banks-8587 nashnova en 2026-08-05T06:39:55.690Z Euro Stoxx 600 Hits All-Time High, Led by Semiconductors and Banks https://www.nashnova.com/feed/special/glencores-h1-core-earnings-surge-86-percent-plans-secondary-listing-in-australia-8586 nashnova en 2026-08-05T06:34:33.418Z Glencore's H1 Core Earnings Surge 86%, Plans Secondary Listing in Australia https://www.nashnova.com/feed/special/goldman-sachs-korean-ai-stocks-oversold-maintains-kospi-target-at-12-000-8585 nashnova en 2026-08-05T06:10:03.957Z Goldman Sachs: Korean AI Stocks Oversold, Maintains KOSPI Target at 12,000 https://www.nashnova.com/feed/special/behind-the-yen-intervention-dollars-reserve-currency-status-questioned-8584 nashnova en 2026-08-05T06:06:54.369Z Behind the Yen Intervention: Dollar's Reserve Currency Status Questioned https://www.nashnova.com/feed/special/u-s-frontier-ai-review-framework-excludes-open-weight-models-8583 nashnova en 2026-08-05T06:05:29.527Z U.S. Frontier AI Review Framework Excludes Open-Weight Models https://www.nashnova.com/feed/special/palantir-surges-30-percent-short-sellers-lose-3-billion-in-a-single-day-8582 nashnova en 2026-08-05T06:04:14.766Z Palantir Surges 30%, Short Sellers Lose $3 Billion in a Single Day https://www.nashnova.com/feed/special/samsung-and-sk-hynix-ceos-under-police-investigation-in-south-korea-8581 nashnova en 2026-08-05T05:58:03.138Z Samsung and SK Hynix CEOs Under Police Investigation in South Korea https://www.nashnova.com/feed/special/bank-of-england-quantitative-tightening-may-be-coming-to-an-end-8580 nashnova en 2026-08-05T05:57:04.373Z Bank of England Quantitative Tightening May Be Coming to an End https://www.nashnova.com/feed/special/chinas-bond-market-expands-but-foreign-allocation-appetite-remains-constrained-8579 nashnova en 2026-08-05T05:55:57.404Z China's Bond Market Expands, but Foreign Allocation Appetite Remains Constrained by Economic Outlook https://www.nashnova.com/feed/special/siemens-energy-q3-results-hit-record-highs-driven-by-ai-data-center-demand-8578 nashnova en 2026-08-05T05:54:38.582Z Siemens Energy Q3 Results Hit Record Highs, Driven by AI Data Center Demand https://www.nashnova.com/feed/special/ai-chip-demand-tightens-abf-substrate-supply-co-investment-model-restarts-8577 nashnova en 2026-08-05T05:53:36.376Z AI Chip Demand Tightens ABF Substrate Supply, Co-Investment Model Restarts https://www.nashnova.com/feed/special/rbi-unanimously-holds-rate-at-5-25-percent-lowers-inflation-forecast-8576 nashnova en 2026-08-05T05:52:15.259Z RBI Unanimously Holds Rate at 5.25%, Lowers Inflation Forecast https://www.nashnova.com/feed/special/banks-seek-to-offload-15-billion-in-debt-from-anthropic-data-center-8575 nashnova en 2026-08-05T05:51:02.888Z Banks Seek to Offload $15 Billion in Debt from Anthropic Data Center https://www.nashnova.com/feed/special/taiwan-raids-17-chinese-firms-over-illegal-poaching-of-chip-talent-8574 nashnova en 2026-08-05T05:49:51.414Z Taiwan Raids 17 Chinese Firms Over Illegal Poaching of Chip Talent https://www.nashnova.com/zh/feed/special/fomo-dominates-us-stocks-as-s-and-p-skew-collapse-triggers-heavy-options-8666 nashnova zh-cn 2026-08-05T16:19:55.569Z 美股FOMO情绪主导，标普偏差四倍触发期权重仓 https://www.nashnova.com/zh/feed/special/google-chief-scientist-jeff-dean-departs-to-found-ai-research-automation-company-8665 nashnova zh-cn 2026-08-05T16:09:49.575Z 谷歌首席科学家杰夫·迪恩离职创立AI科研自动化公司 https://www.nashnova.com/zh/feed/special/hacking-wave-hits-major-wall-street-hedge-funds-8664 nashnova zh-cn 2026-08-05T16:05:28.081Z 黑客浪潮袭击华尔街主要对冲基金 https://www.nashnova.com/zh/feed/special/middle-east-conflict-drives-refining-margins-to-record-highs-shell-and-other-8663 nashnova zh-cn 2026-08-05T16:00:13.250Z 中东战争推动炼油利润创纪录，壳牌等巨头Q2盈利大涨 https://www.nashnova.com/zh/feed/special/zoox-to-launch-paid-robotaxi-service-without-steering-wheel-in-las-vegas-8662 nashnova zh-cn 2026-08-05T15:27:13.120Z Zoox拉斯维加斯无方向盘Robotaxi8月10日开始收费 https://www.nashnova.com/zh/feed/special/u-s-senate-committee-advances-childrens-online-safety-legislation-meta-google-8661 nashnova zh-cn 2026-08-05T15:25:53.239Z 美国参议院委员会推进儿童网络安全立法，Meta、谷歌面临"注意义务"条款 https://www.nashnova.com/zh/feed/special/eia-u-s-crude-inventories-rise-2-5-million-barrels-for-week-ending-july-31-far-8660 nashnova zh-cn 2026-08-05T15:24:47.988Z EIA：7月31日当周美国原油库存增250万桶，远超预期 https://www.nashnova.com/zh/feed/special/disney-sells-a-e-stake-for-1-2-billion-raises-buyback-target-to-9-billion-8659 nashnova zh-cn 2026-08-05T14:49:34.294Z 迪士尼12亿美元出售A+E股权，回购目标升至90亿 https://www.nashnova.com/zh/feed/special/u-s-lifts-sanctions-on-irgc-linked-entities-as-shipping-industry-warns-hormuz-8658 nashnova zh-cn 2026-08-05T14:39:41.459Z 美国解除伊斯兰革命卫队关联实体制裁，航运业警告霍尔木兹收费将引发连锁效应 https://www.nashnova.com/zh/feed/special/soft-payrolls-lift-sentiment-as-dow-and-s-and-p-hit-fresh-record-highs-on-8657 nashnova zh-cn 2026-08-05T14:24:53.913Z 非农走软提振情绪，道指标普周三再创历史新高 https://www.nashnova.com/zh/feed/special/photonics-etf-rides-ai-data-center-boom-to-market-as-nvidia-bets-over-6-5-8656 nashnova zh-cn 2026-08-05T14:20:16.963Z 光子学ETF乘AI数据中心热潮入市，英伟达押注逾65亿美元 https://www.nashnova.com/zh/feed/special/meta-launches-internal-ai-coding-tool-metacode-to-rival-anthropic-and-openai-8655 nashnova zh-cn 2026-08-05T14:14:57.000Z Meta推内部AI编程工具MetaCode对标Anthropic与OpenAI https://www.nashnova.com/zh/feed/special/u-s-july-ism-non-manufacturing-pmi-came-in-at-54-1-slightly-below-expectations-8654 nashnova zh-cn 2026-08-05T14:09:17.356Z 美国7月ISM非制造业PMI录得54.1，略低于预期 https://www.nashnova.com/zh/feed/special/u-s-july-composite-pmi-final-reading-revised-up-to-54-5-8653 nashnova zh-cn 2026-08-05T14:04:10.244Z 美国7月PMI综合终值上修至54.5 https://www.nashnova.com/zh/feed/special/musks-first-earnings-call-spacex-moves-up-1-trillion-revenue-target-to-2030-8652 nashnova zh-cn 2026-08-05T13:50:25.309Z 马斯克首次财报电话会：SpaceX 2030年营收目标提前至万亿美元 https://www.nashnova.com/zh/feed/special/nasdaq-rises-over-1-percent-for-four-consecutive-days-only-the-18th-time-in-8651 nashnova zh-cn 2026-08-05T13:34:44.881Z 纳指连续四日涨逾1%，历史上第18次出现此形态 https://www.nashnova.com/zh/feed/special/bytedance-founder-explicitly-rejects-ai-distillation-strategy-willing-to-8650 nashnova zh-cn 2026-08-05T13:32:31.242Z 字节跳动创始人明确拒绝AI蒸馏策略，称愿牺牲短期利益 https://www.nashnova.com/zh/feed/special/bank-of-america-ceo-ai-hedge-fund-blowup-serves-as-warning-for-leveraged-markets-8649 nashnova zh-cn 2026-08-05T13:31:20.499Z 美国银行CEO：AI对冲基金爆仓是杠杆市场警示 https://www.nashnova.com/zh/feed/special/paypal-splits-reporting-structure-as-ceo-sets-revenue-targets-for-three-business-8648 nashnova zh-cn 2026-08-05T13:19:53.826Z PayPal拆分报告架构，CEO首次为三大业务设营收目标 https://www.nashnova.com/zh/feed/special/wedbush-umc-may-benefit-from-intel-emib-t-powerchip-semiconductor-enters-supply-8647 nashnova zh-cn 2026-08-05T13:11:18.467Z 韦德布什：联电或受益英特尔EMIB-T，力晶积成入供应链 https://www.nashnova.com/zh/feed/special/u-s-china-ai-and-robotics-trade-tensions-escalate-ahead-of-xi-trump-summit-8646 nashnova zh-cn 2026-08-05T13:09:55.876Z 习特峰会前中美AI与机器人贸易摩擦升温 https://www.nashnova.com/zh/feed/special/anthropic-builds-in-house-chip-team-while-maintaining-multi-chip-strategy-8645 nashnova zh-cn 2026-08-05T12:59:56.028Z Anthropic组建自研芯片团队，多芯片并行策略不变 https://www.nashnova.com/zh/feed/special/goldman-sachs-investors-rush-to-build-upside-exposure-as-spx-call-options-hit-8644 nashnova zh-cn 2026-08-05T12:55:02.573Z 高盛：投资者争建上行敞口，SPX看涨期权创史上最高成交量 https://www.nashnova.com/zh/feed/special/u-s-treasury-long-term-bond-issuance-size-wont-expand-for-at-least-several-8643 nashnova zh-cn 2026-08-05T12:44:43.976Z 美国财政部：长期债券发行规模至少数季度内不扩大 https://www.nashnova.com/zh/feed/special/nasdaq-100-single-day-bullish-signal-ranks-in-top-ten-of-the-past-decade-8642 nashnova zh-cn 2026-08-05T12:39:45.221Z 纳指100单日看涨信号创十年前十 https://www.nashnova.com/zh/feed/special/google-plans-to-acquire-ai-coding-startup-mechanize-for-over-1-5-billion-8641 nashnova zh-cn 2026-08-05T12:25:32.641Z 谷歌拟逾15亿美元收购AI编程初创公司Mechanize https://www.nashnova.com/zh/feed/special/u-s-july-adp-employment-adds-only-44k-jobs-far-below-expectations-8640 nashnova zh-cn 2026-08-05T12:24:31.764Z 美国7月ADP就业新增4.4万人，远低于预期 https://www.nashnova.com/zh/feed/special/ecb-ai-investment-helps-cushion-eurozone-uncertainty-drag-8639 nashnova zh-cn 2026-08-05T12:21:21.882Z 欧洲央行：AI投资助缓欧元区不确定性拖累 https://www.nashnova.com/zh/feed/special/astrazeneca-and-bristol-myers-squibb-merger-rumors-denied-8638 nashnova zh-cn 2026-08-05T12:20:23.237Z 阿斯利康与百时美施贵宝并购传闻被否认 https://www.nashnova.com/zh/feed/special/feds-kashkari-now-is-the-time-to-gradually-raise-interest-rates-8637 nashnova zh-cn 2026-08-05T12:19:35.845Z 美联储卡什卡利：现在是缓慢上调利率的时候 https://www.nashnova.com/zh/feed/special/spacexs-largest-ever-lock-up-expiration-of-910m-shares-hits-today-short-interest-8636 nashnova zh-cn 2026-08-05T12:15:52.422Z SpaceX史上最大解禁9.1亿股今日落地，空头规模超特斯拉 https://www.nashnova.com/zh/feed/special/googles-uk-search-ads-class-action-lawsuit-certified-seeking-over-6-7-billion-in-8635 nashnova zh-cn 2026-08-05T12:14:26.589Z 谷歌英国搜索广告集体诉讼获准立案，索赔逾67亿美元 https://www.nashnova.com/zh/feed/special/european-legacy-tech-stocks-emerge-as-surprise-ai-beneficiaries-this-earnings-8634 nashnova zh-cn 2026-08-05T12:00:14.310Z 欧洲老牌科技股财报季意外成AI受益者 https://www.nashnova.com/zh/feed/special/douyin-e-commerce-gmv-growth-slows-to-20-percent-in-h1-2026-deceleration-8633 nashnova zh-cn 2026-08-05T11:56:50.197Z 抖音电商2026上半年GMV增速近20%，持续放缓 https://www.nashnova.com/zh/feed/special/yen-carry-trade-shows-resilience-as-investors-shift-to-euro-and-swiss-franc-for-8632 nashnova zh-cn 2026-08-05T11:55:16.996Z 日元套息交易韧性显现，投资者转向欧元、瑞郎融资 https://www.nashnova.com/zh/feed/special/bytedance-launches-full-duplex-audio-video-large-model-seedrealtime-now-fully-8631 nashnova zh-cn 2026-08-05T11:45:16.206Z 字节跳动推出音视频全双工大模型SeedRealtime，已在豆包全量上线 https://www.nashnova.com/zh/feed/special/netlist-and-samsung-reach-five-year-memory-patent-settlement-8630 nashnova zh-cn 2026-08-05T11:25:57.206Z Netlist与三星达成五年内存专利和解协议 https://www.nashnova.com/zh/feed/special/shopify-q2-revenue-surges-34-percent-beating-expectations-q3-guidance-above-8629 nashnova zh-cn 2026-08-05T11:25:00.579Z Shopify Q2营收增34%超预期，Q3指引高于市场预期 https://www.nashnova.com/zh/feed/special/uber-q3-guidance-misses-expectations-brazil-competition-drags-trip-volume-10b-8628 nashnova zh-cn 2026-08-05T11:22:50.979Z Uber Q3指引低于预期，巴西竞争拖累行程量，百亿押注Robotaxi https://www.nashnova.com/zh/feed/special/morgan-stanley-q3-is-the-window-to-add-hong-kong-stock-exposure-hang-seng-index-8627 nashnova zh-cn 2026-08-05T11:21:09.191Z 摩根士丹利：三季度是增配港股窗口，恒指目标上调至28400点 https://www.nashnova.com/zh/feed/special/gold-breaks-descending-trendline-cta-short-squeeze-may-be-triggered-8626 nashnova zh-cn 2026-08-05T11:19:49.760Z 黄金突破下降趋势线，CTA空头或触发逼空 https://www.nashnova.com/zh/feed/special/asia-multi-strategy-hedge-funds-suffer-over-9-percent-max-drawdown-in-july-8625 nashnova zh-cn 2026-08-05T11:10:14.667Z 亚洲多策略对冲基金7月单月最大回撤逾9% https://www.nashnova.com/zh/feed/special/s-and-p-500-hits-new-highs-as-burry-warns-of-1987-style-crash-risk-8624 nashnova zh-cn 2026-08-05T11:06:08.938Z 标普500创新高，伯里警示1987式崩跌风险 https://www.nashnova.com/zh/feed/special/binance-sues-redotpay-founder-seeking-473-million-in-damages-8623 nashnova zh-cn 2026-08-05T11:04:42.494Z Binance起诉RedotPay创始人，索赔4.73亿美元 https://www.nashnova.com/zh/feed/special/eli-lilly-q2-revenue-of-22-97b-significantly-beats-expectations-full-year-8622 nashnova zh-cn 2026-08-05T11:00:23.940Z 礼来Q2营收229.7亿美元大幅超预期，上调全年指引 https://www.nashnova.com/zh/feed/special/disney-q3-revenue-rises-7-percent-to-25-2b-driven-by-theme-parks-and-toy-story-5-8621 nashnova zh-cn 2026-08-05T10:45:01.428Z 迪士尼Q3营收升7%至252亿美元，主题公园与《玩具总动员5》驱动增长 https://www.nashnova.com/zh/feed/special/goldman-sachs-raises-china-ai-model-market-forecast-by-30-percent-to-13-billion-8620 nashnova zh-cn 2026-08-05T10:40:57.487Z 高盛上调中国AI模型市场预测30%至130亿美元 https://www.nashnova.com/zh/feed/special/un-fao-warns-global-food-prices-may-accelerate-upward-by-year-end-8619 nashnova zh-cn 2026-08-05T10:39:49.931Z 联合国粮农组织警告：全球食品价格年底或加速上涨 https://www.nashnova.com/zh/feed/special/private-capital-floods-into-emerging-market-ai-infrastructure-h1-scale-hits-8618 nashnova zh-cn 2026-08-05T10:38:31.987Z 私人资本涌入新兴市场AI基建，上半年规模创历史新高 https://www.nashnova.com/zh/feed/special/circle-q2-revenue-of-701m-misses-expectations-as-usdc-circulation-pulls-back-8617 nashnova zh-cn 2026-08-05T10:37:19.534Z Circle Q2营收7.01亿美元低于预期，USDC流通量从峰值回落 https://www.nashnova.com/zh/feed/special/morgan-stanley-im-hyperscalers-euro-bond-issuance-to-erode-eurozone-credit-8616 nashnova zh-cn 2026-08-05T10:35:47.789Z 大摩IM：超大规模云计算商赴欧发债将削弱欧元区信用吸引力 https://www.nashnova.com/zh/feed/special/citadels-flagship-fund-gains-5-9-percent-in-july-snaps-up-discounted-situational-8615 nashnova zh-cn 2026-08-05T10:34:25.817Z Citadel旗舰基金7月涨5.9%，折价接盘Situational Awareness AI股 https://www.nashnova.com/zh/feed/special/dimon-leads-cross-industry-alliance-to-address-ai-risks-8614 nashnova zh-cn 2026-08-05T10:21:38.012Z 戴蒙牵头跨行业联盟应对AI风险 https://www.nashnova.com/zh/feed/special/carlyle-group-q2-distributable-earnings-at-1-07-per-share-up-18-percent-yoy-8613 nashnova zh-cn 2026-08-05T10:20:25.522Z 凯雷集团Q2可分配收益每股1.07美元，同比增18% https://www.nashnova.com/zh/feed/special/beigene-q2-revenue-hits-1-7-billion-full-year-guidance-raised-8612 nashnova zh-cn 2026-08-05T10:19:13.926Z 百济神州Q2营收17亿美元，上调全年指引 https://www.nashnova.com/zh/feed/special/circles-blockchain-network-arc-onboards-11-institutions-including-blackrock-and-8611 nashnova zh-cn 2026-08-05T10:14:45.564Z Circle区块链网络Arc引入贝莱德、Visa等11家机构 https://www.nashnova.com/zh/feed/special/cxmt-rejects-apples-price-pressure-insists-on-benchmarking-against-samsung-and-8610 nashnova zh-cn 2026-08-05T10:04:40.676Z 长鑫拒绝苹果压价，坚持对标三星SK海力士 https://www.nashnova.com/zh/feed/special/s-and-p-500-and-dow-futures-edge-higher-as-amds-8-percent-drop-drags-on-nasdaq-8609 nashnova zh-cn 2026-08-05T09:49:47.839Z 标普道指期货小幅上涨，AMD跌8%拖累纳指 https://www.nashnova.com/zh/feed/special/iran-strait-of-hormuz-will-not-reopen-immediately-8608 nashnova zh-cn 2026-08-05T09:39:35.417Z 伊朗：霍尔木兹海峡不会立即重开 https://www.nashnova.com/zh/feed/special/sandisk-shares-rebound-ahead-of-earnings-as-market-tests-whether-lofty-8607 nashnova zh-cn 2026-08-05T09:34:58.104Z 闪迪财报前夕股价回升，市场考验高预期能否兑现 https://www.nashnova.com/zh/feed/special/barclays-and-hsbc-warshs-stance-boosts-appeal-of-inflation-linked-bonds-8606 nashnova zh-cn 2026-08-05T09:30:14.941Z 巴克莱汇丰：沃什表态提升通胀挂钩债券吸引力 https://www.nashnova.com/zh/feed/special/morgan-stanley-nvidia-wins-in-all-three-ai-scenarios-8605 nashnova zh-cn 2026-08-05T09:15:36.881Z 大摩：AI三种情景下英伟达均胜出 https://www.nashnova.com/zh/feed/special/yu-chengdong-memory-price-hikes-will-drive-large-scale-smartphone-price-8604 nashnova zh-cn 2026-08-05T09:14:22.397Z 余承东：内存涨价将推动手机大规模提价 https://www.nashnova.com/zh/feed/special/frances-h1-fiscal-deficit-reaches-107-billion-exceeding-budget-by-14-4-percent-8603 nashnova zh-cn 2026-08-05T09:07:21.910Z 法国上半年财政赤字达1070亿欧元，超预算14.4% https://www.nashnova.com/zh/feed/special/houthi-forces-announce-strike-on-saudi-oil-tanker-in-northern-red-sea-8602 nashnova zh-cn 2026-08-05T09:05:56.835Z 胡塞武装宣布打击北红海沙特油轮 https://www.nashnova.com/zh/feed/special/ai-demand-drives-taiyo-yuden-to-raise-profit-forecast-by-50-percent-8601 nashnova zh-cn 2026-08-05T08:59:45.684Z AI需求驱动，太阳诱电上调盈利预测50% https://www.nashnova.com/zh/feed/special/analysis-fed-caught-between-tightening-and-easing-dilemma-dollar-crisis-8600 nashnova zh-cn 2026-08-05T08:34:53.717Z 分析：沃什面临紧缩与宽松两难，美元危机概率更高 https://www.nashnova.com/zh/feed/special/ssi-reportedly-set-to-release-first-ai-model-in-august-8599 nashnova zh-cn 2026-08-05T08:25:07.584Z SSI传将于8月发布首个AI模型 https://www.nashnova.com/zh/feed/special/sk-hynix-breaks-ground-on-3-9-billion-chip-packaging-plant-in-indiana-in-august-8598 nashnova zh-cn 2026-08-05T08:16:49.848Z SK海力士印第安纳39亿美元芯片封装厂8月破土 https://www.nashnova.com/zh/feed/special/chinas-ministry-of-commerce-tightens-export-controls-on-dual-use-drone-items-to-8597 nashnova zh-cn 2026-08-05T08:15:25.636Z 中国商务部加强无人机两用物项对美出口管制 https://www.nashnova.com/zh/feed/special/chinas-ministry-of-commerce-imposes-countermeasures-against-u-s-fcc-and-dhs-8596 nashnova zh-cn 2026-08-05T08:14:32.024Z 中国商务部对美FCC及国土安全部涉华措施实施反制 https://www.nashnova.com/zh/feed/special/spacex-announces-exclusive-procurement-of-nvidia-gpus-8595 nashnova zh-cn 2026-08-05T07:45:41.326Z SpaceX宣布独家采购英伟达GPU https://www.nashnova.com/zh/feed/special/santanders-acquisition-of-webster-approved-by-federal-reserve-12-billion-deal-to-8594 nashnova zh-cn 2026-08-05T07:44:31.324Z 桑坦德收购韦伯斯特获美联储批准，120亿美元并购8月20日交割 https://www.nashnova.com/zh/feed/special/foxconn-july-revenue-hits-nt-946-5-billion-up-54-2-percent-yoy-8593 nashnova zh-cn 2026-08-05T07:39:25.898Z 鸿海7月销售额9465亿台币，同比增54.2% https://www.nashnova.com/zh/feed/special/piper-sandler-initiates-coreweave-at-overweight-nebius-at-neutral-8592 nashnova zh-cn 2026-08-05T07:35:23.582Z Piper Sandler首评CoreWeave增持、Nebius中性 https://www.nashnova.com/zh/feed/special/tsmc-expands-cow-process-outsourcing-ai-packaging-bottleneck-expected-to-ease-8591 nashnova zh-cn 2026-08-05T07:14:49.449Z 台积电扩大CoW工序外包，AI封装瓶颈有望缓解 https://www.nashnova.com/zh/feed/special/amd-raises-server-cpu-market-forecast-to-220-billion-8590 nashnova zh-cn 2026-08-05T07:09:46.043Z AMD上调服务器CPU市场预测至2200亿美元 https://www.nashnova.com/zh/feed/special/honda-raises-full-year-operating-profit-outlook-by-30-percent-8589 nashnova zh-cn 2026-08-05T07:04:28.198Z 本田上调全年营业利润展望30% https://www.nashnova.com/zh/feed/special/citic-securities-ai-drives-both-volume-and-price-growth-for-optical-module-8588 nashnova zh-cn 2026-08-05T06:59:44.248Z 中信证券：AI驱动光模块测试设备量价齐升 https://www.nashnova.com/zh/feed/special/euro-stoxx-600-hits-all-time-high-led-by-semiconductors-and-banks-8587 nashnova zh-cn 2026-08-05T06:39:55.690Z 欧洲Stoxx 600创历史新高，半导体与银行领涨 https://www.nashnova.com/zh/feed/special/glencores-h1-core-earnings-surge-86-percent-plans-secondary-listing-in-australia-8586 nashnova zh-cn 2026-08-05T06:34:33.418Z 嘉能可上半年核心盈利暴增86%，拟赴澳大利亚二次上市 https://www.nashnova.com/zh/feed/special/goldman-sachs-korean-ai-stocks-oversold-maintains-kospi-target-at-12-000-8585 nashnova zh-cn 2026-08-05T06:10:03.957Z 高盛：韩国AI股跌幅过度，维持综合指数目标12000点 https://www.nashnova.com/zh/feed/special/behind-the-yen-intervention-dollars-reserve-currency-status-questioned-8584 nashnova zh-cn 2026-08-05T06:06:54.369Z 日元干预背后：美元储备货币地位受质疑 https://www.nashnova.com/zh/feed/special/u-s-frontier-ai-review-framework-excludes-open-weight-models-8583 nashnova zh-cn 2026-08-05T06:05:29.527Z 美国前沿AI审查框架排除开源权重模型 https://www.nashnova.com/zh/feed/special/palantir-surges-30-percent-short-sellers-lose-3-billion-in-a-single-day-8582 nashnova zh-cn 2026-08-05T06:04:14.766Z Palantir股价涨30%，空头单日亏损30亿美元 https://www.nashnova.com/zh/feed/special/samsung-and-sk-hynix-ceos-under-police-investigation-in-south-korea-8581 nashnova zh-cn 2026-08-05T05:58:03.138Z 三星SK海力士CEO遭韩国警方立案调查 https://www.nashnova.com/zh/feed/special/bank-of-england-quantitative-tightening-may-be-coming-to-an-end-8580 nashnova zh-cn 2026-08-05T05:57:04.373Z 英国央行量化紧缩或将终结 https://www.nashnova.com/zh/feed/special/chinas-bond-market-expands-but-foreign-allocation-appetite-remains-constrained-8579 nashnova zh-cn 2026-08-05T05:55:57.404Z 中国债券市场扩容，外资配置意愿仍受经济前景制约 https://www.nashnova.com/zh/feed/special/siemens-energy-q3-results-hit-record-highs-driven-by-ai-data-center-demand-8578 nashnova zh-cn 2026-08-05T05:54:38.582Z 西门子能源三季报创纪录，AI数据中心需求驱动 https://www.nashnova.com/zh/feed/special/ai-chip-demand-tightens-abf-substrate-supply-co-investment-model-restarts-8577 nashnova zh-cn 2026-08-05T05:53:36.376Z AI芯片需求拉紧ABF基板供应，共同投资模式重启 https://www.nashnova.com/zh/feed/special/rbi-unanimously-holds-rate-at-5-25-percent-lowers-inflation-forecast-8576 nashnova zh-cn 2026-08-05T05:52:15.259Z 印度央行全票维持利率5.25%，下调通胀预测 https://www.nashnova.com/zh/feed/special/banks-seek-to-offload-15-billion-in-debt-from-anthropic-data-center-8575 nashnova zh-cn 2026-08-05T05:51:02.888Z 银行拟卸载Anthropic数据中心150亿美元债务 https://www.nashnova.com/zh/feed/special/taiwan-raids-17-chinese-firms-over-illegal-poaching-of-chip-talent-8574 nashnova zh-cn 2026-08-05T05:49:51.414Z 台湾突查17家中国企业非法挖角芯片人才 https://www.nashnova.com/zh/feed/special/q4-ai-8573 nashnova zh-cn 2026-08-05T05:41:18.453Z 英飞凌Q4营收指引超预期，AI数据中心电源芯片为最大增长引擎 https://www.nashnova.com/zh/feed/special/pc-8572 nashnova zh-cn 2026-08-05T05:40:04.056Z 内存短缺拖累PC市场，苹果英伟达成少数亮点 https://www.nashnova.com/zh/feed/special/ai-8571 nashnova zh-cn 2026-08-05T05:29:28.232Z AI动荡中南向资金连续两月净买港股 https://www.nashnova.com/zh/feed/special/2010-8570 nashnova zh-cn 2026-08-05T04:29:29.274Z 国泰航空上半年净利润创2010年来新高 https://www.nashnova.com/zh/feed/special/0-11-percent-8569 nashnova zh-cn 2026-08-05T04:24:36.370Z 港股午盘：恒指涨0.11%，黄金股全线上涨 https://www.nashnova.com/zh/feed/special/ai-60-percent-baker-8568 nashnova zh-cn 2026-08-05T04:14:28.007Z AI股月内跌60%，Baker：基本面仍在加速 https://www.nashnova.com/zh/feed/special/100-8567 nashnova zh-cn 2026-08-05T03:49:33.295Z 美元指数回踩100关口，头寸利差均显中性 https://www.nashnova.com/zh-hant/feed/special/fomo-dominates-us-stocks-as-s-and-p-skew-collapse-triggers-heavy-options-8666 nashnova zh-tw 2026-08-05T16:19:55.569Z 美股FOMO情緒主導，標普偏差四倍觸發期權重倉 https://www.nashnova.com/zh-hant/feed/special/google-chief-scientist-jeff-dean-departs-to-found-ai-research-automation-company-8665 nashnova zh-tw 2026-08-05T16:09:49.575Z 谷歌首席科學家傑夫·迪恩離職創立AI科研自動化公司 https://www.nashnova.com/zh-hant/feed/special/hacking-wave-hits-major-wall-street-hedge-funds-8664 nashnova zh-tw 2026-08-05T16:05:28.081Z 駭客浪潮襲擊華爾街主要對沖基金 https://www.nashnova.com/zh-hant/feed/special/middle-east-conflict-drives-refining-margins-to-record-highs-shell-and-other-8663 nashnova zh-tw 2026-08-05T16:00:13.250Z 中東戰爭推動煉油利潤創紀錄，殼牌等巨頭Q2盈利大漲 https://www.nashnova.com/zh-hant/feed/special/zoox-to-launch-paid-robotaxi-service-without-steering-wheel-in-las-vegas-8662 nashnova zh-tw 2026-08-05T15:27:13.120Z Zoox拉斯維加斯無方向盤Robotaxi 8月10日開始收費 https://www.nashnova.com/zh-hant/feed/special/u-s-senate-committee-advances-childrens-online-safety-legislation-meta-google-8661 nashnova zh-tw 2026-08-05T15:25:53.239Z 美國參議院委員會推進兒童網路安全立法，Meta、谷歌面臨「注意義務」條款 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https://www.nashnova.com/zh-hant/feed/special/bytedance-founder-explicitly-rejects-ai-distillation-strategy-willing-to-8650 nashnova zh-tw 2026-08-05T13:32:31.242Z 字節跳動創始人明確拒絕AI蒸餾策略，稱願犧牲短期利益 https://www.nashnova.com/zh-hant/feed/special/bank-of-america-ceo-ai-hedge-fund-blowup-serves-as-warning-for-leveraged-markets-8649 nashnova zh-tw 2026-08-05T13:31:20.499Z 美國銀行CEO：AI對沖基金爆倉是槓桿市場警示 https://www.nashnova.com/zh-hant/feed/special/paypal-splits-reporting-structure-as-ceo-sets-revenue-targets-for-three-business-8648 nashnova zh-tw 2026-08-05T13:19:53.826Z PayPal拆分報告架構，CEO首次為三大業務設營收目標 https://www.nashnova.com/zh-hant/feed/special/wedbush-umc-may-benefit-from-intel-emib-t-powerchip-semiconductor-enters-supply-8647 nashnova zh-tw 2026-08-05T13:11:18.467Z 韋德布什：聯電或受益英特爾EMIB-T，力晶積成入供應鏈 https://www.nashnova.com/zh-hant/feed/special/u-s-china-ai-and-robotics-trade-tensions-escalate-ahead-of-xi-trump-summit-8646 nashnova zh-tw 2026-08-05T13:09:55.876Z 習特峰會前中美AI與機器人貿易摩擦升溫 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https://www.nashnova.com/zh-hant/feed/special/u-s-july-adp-employment-adds-only-44k-jobs-far-below-expectations-8640 nashnova zh-tw 2026-08-05T12:24:31.764Z 美國7月ADP就業新增4.4萬人，遠低於預期 https://www.nashnova.com/zh-hant/feed/special/ecb-ai-investment-helps-cushion-eurozone-uncertainty-drag-8639 nashnova zh-tw 2026-08-05T12:21:21.882Z 歐洲央行：AI投資助緩歐元區不確定性拖累 https://www.nashnova.com/zh-hant/feed/special/astrazeneca-and-bristol-myers-squibb-merger-rumors-denied-8638 nashnova zh-tw 2026-08-05T12:20:23.237Z 阿斯利康與百時美施貴寶併購傳聞被否認 https://www.nashnova.com/zh-hant/feed/special/feds-kashkari-now-is-the-time-to-gradually-raise-interest-rates-8637 nashnova zh-tw 2026-08-05T12:19:35.845Z 美聯儲卡什卡利：現在是緩慢上調利率的時候 https://www.nashnova.com/zh-hant/feed/special/spacexs-largest-ever-lock-up-expiration-of-910m-shares-hits-today-short-interest-8636 nashnova zh-tw 2026-08-05T12:15:52.422Z SpaceX史上最大解禁9.1億股今日落地，空頭規模超特斯拉 https://www.nashnova.com/zh-hant/feed/special/googles-uk-search-ads-class-action-lawsuit-certified-seeking-over-6-7-billion-in-8635 nashnova zh-tw 2026-08-05T12:14:26.589Z 谷歌英國搜尋廣告集體訴訟獲准立案，索賠逾67億美元 https://www.nashnova.com/zh-hant/feed/special/european-legacy-tech-stocks-emerge-as-surprise-ai-beneficiaries-this-earnings-8634 nashnova zh-tw 2026-08-05T12:00:14.310Z 歐洲老牌科技股財報季意外成AI受益者 https://www.nashnova.com/zh-hant/feed/special/douyin-e-commerce-gmv-growth-slows-to-20-percent-in-h1-2026-deceleration-8633 nashnova zh-tw 2026-08-05T11:56:50.197Z 抖音電商2026上半年GMV增速近20%，持續放緩 https://www.nashnova.com/zh-hant/feed/special/yen-carry-trade-shows-resilience-as-investors-shift-to-euro-and-swiss-franc-for-8632 nashnova zh-tw 2026-08-05T11:55:16.996Z 日圓套息交易韌性顯現，投資者轉向歐元、瑞郎融資 https://www.nashnova.com/zh-hant/feed/special/bytedance-launches-full-duplex-audio-video-large-model-seedrealtime-now-fully-8631 nashnova zh-tw 2026-08-05T11:45:16.206Z 字節跳動推出音視頻全雙工大模型SeedRealtime，已在豆包全量上線 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https://www.nashnova.com/zh-hant/feed/special/asia-multi-strategy-hedge-funds-suffer-over-9-percent-max-drawdown-in-july-8625 nashnova zh-tw 2026-08-05T11:10:14.667Z 亞洲多策略對沖基金7月單月最大回撤逾9% https://www.nashnova.com/zh-hant/feed/special/s-and-p-500-hits-new-highs-as-burry-warns-of-1987-style-crash-risk-8624 nashnova zh-tw 2026-08-05T11:06:08.938Z 標普500創新高，伯里警示1987式崩跌風險 https://www.nashnova.com/zh-hant/feed/special/binance-sues-redotpay-founder-seeking-473-million-in-damages-8623 nashnova zh-tw 2026-08-05T11:04:42.494Z Binance起訴RedotPay創始人，索賠4.73億美元 https://www.nashnova.com/zh-hant/feed/special/eli-lilly-q2-revenue-of-22-97b-significantly-beats-expectations-full-year-8622 nashnova zh-tw 2026-08-05T11:00:23.940Z 禮來Q2營收229.7億美元大幅超預期，上調全年指引 https://www.nashnova.com/zh-hant/feed/special/disney-q3-revenue-rises-7-percent-to-25-2b-driven-by-theme-parks-and-toy-story-5-8621 nashnova zh-tw 2026-08-05T10:45:01.428Z 迪士尼Q3營收升7%至252億美元，主題公園與《玩具總動員5》驅動增長 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-raises-china-ai-model-market-forecast-by-30-percent-to-13-billion-8620 nashnova zh-tw 2026-08-05T10:40:57.487Z 高盛上調中國AI模型市場預測30%至130億美元 https://www.nashnova.com/zh-hant/feed/special/un-fao-warns-global-food-prices-may-accelerate-upward-by-year-end-8619 nashnova zh-tw 2026-08-05T10:39:49.931Z 聯合國糧農組織警告：全球食品價格年底或加速上漲 https://www.nashnova.com/zh-hant/feed/special/private-capital-floods-into-emerging-market-ai-infrastructure-h1-scale-hits-8618 nashnova zh-tw 2026-08-05T10:38:31.987Z 私人資本湧入新興市場AI基建，上半年規模創歷史新高 https://www.nashnova.com/zh-hant/feed/special/circle-q2-revenue-of-701m-misses-expectations-as-usdc-circulation-pulls-back-8617 nashnova zh-tw 2026-08-05T10:37:19.534Z Circle Q2營收7.01億美元低於預期，USDC流通量從峰值回落 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-im-hyperscalers-euro-bond-issuance-to-erode-eurozone-credit-8616 nashnova zh-tw 2026-08-05T10:35:47.789Z 大摩IM：超大規模雲端運算商赴歐發債將削弱歐元區信用吸引力 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