https://www.nashnova.com/feed/special/china-announces-immediate-temporary-ban-on-helium-exports-6175 NashNova en 2026-07-10T09:21:50.312Z China Announces Immediate Temporary Ban on Helium Exports https://www.nashnova.com/feed/special/volkswagen-q2-global-deliveries-drop-8-6-percent-china-market-plunges-36-6-6173 NashNova en 2026-07-10T09:20:58.946Z Volkswagen Q2 Global Deliveries Drop 8.6%, China Market Plunges 36.6% https://www.nashnova.com/feed/special/shein-advances-hong-kong-ipo-preparations-aims-to-raise-billions-of-dollars-6174 NashNova en 2026-07-10T09:20:10.346Z Shein Advances Hong Kong IPO Preparations, Aims to Raise Billions of Dollars https://www.nashnova.com/feed/special/hong-kong-market-close-hang-seng-index-up-0-6-percent-commercial-aerospace-6172 NashNova en 2026-07-10T09:13:49.519Z Hong Kong Market Close: Hang Seng Index Up 0.6%, Commercial Aerospace Surges, Computing Power Stocks Pull Back https://www.nashnova.com/feed/special/iphone-18-pro-max-bom-cost-may-rise-300-with-memory-accounting-for-nearly-half-6171 NashNova en 2026-07-10T09:12:11.434Z iPhone 18 Pro Max BOM Cost May Rise $300, with Memory Accounting for Nearly Half https://www.nashnova.com/feed/special/vanguard-positions-in-short-term-tips-to-hedge-underpriced-inflation-risk-6170 NashNova en 2026-07-10T09:08:21.418Z Vanguard Positions in Short-Term TIPS to Hedge Underpriced Inflation Risk https://www.nashnova.com/feed/special/doubao-ai-agent-phone-goes-on-sale-at-waic-with-initial-stock-of-500-000-units-6169 NashNova en 2026-07-10T09:07:08.034Z Doubao AI Agent Phone Goes on Sale at WAIC with Initial Stock of 500,000 Units https://www.nashnova.com/feed/special/boj-plans-to-raise-growth-forecasts-while-staying-alert-to-upside-inflation-6168 NashNova en 2026-07-10T08:42:44.070Z BOJ Plans to Raise Growth Forecasts While Staying Alert to Upside Inflation Risks https://www.nashnova.com/feed/special/iea-global-oil-demand-posts-first-annual-decline-since-2020-as-u-s-iran-tensions-6167 NashNova en 2026-07-10T08:41:47.050Z IEA: Global Oil Demand Posts First Annual Decline Since 2020 as U.S.-Iran Tensions Add Uncertainty https://www.nashnova.com/feed/special/q2-global-pc-shipments-down-3-6-percent-yoy-as-memory-price-hikes-suppress-6166 NashNova en 2026-07-10T08:28:28.165Z Q2 Global PC Shipments Down 3.6% YoY as Memory Price Hikes Suppress Demand https://www.nashnova.com/feed/special/iea-cuts-russia-oil-output-forecast-citing-ukrainian-attacks-as-key-factor-6165 NashNova en 2026-07-10T08:27:21.355Z IEA Cuts Russia Oil Output Forecast, Citing Ukrainian Attacks as Key Factor https://www.nashnova.com/feed/special/goldman-sachs-ai-driven-mlcc-demand-market-size-to-grow-7-4x-from-fy25-to-fy28-6164 NashNova en 2026-07-10T08:15:34.149Z Goldman Sachs: AI-Driven MLCC Demand, Market Size to Grow 7.4x from FY25 to FY28 https://www.nashnova.com/feed/special/asus-june-revenue-surpasses-nt-100-billion-for-the-first-time-as-ai-servers-6163 NashNova en 2026-07-10T08:14:16.665Z ASUS June Revenue Surpasses NT$100 Billion for the First Time as AI Servers Drive Full-Year Target Upgrade https://www.nashnova.com/feed/special/morgan-stanley-hk-stock-liquidity-improves-in-august-recommends-gradually-6162 NashNova en 2026-07-10T08:13:07.909Z Morgan Stanley: HK Stock Liquidity Improves in August, Recommends Gradually Accumulating China Stocks https://www.nashnova.com/feed/special/south-koreas-leveraged-etf-assets-surge-as-barclays-calls-risks-frightening-6161 NashNova en 2026-07-10T08:11:57.468Z South Korea's Leveraged ETF Assets Surge as Barclays Calls Risks "Frightening" https://www.nashnova.com/feed/special/jefferies-south-korea-stock-market-pullback-is-normal-and-healthy-6160 NashNova en 2026-07-10T08:07:07.119Z Jefferies: South Korea Stock Market Pullback Is Normal and Healthy https://www.nashnova.com/feed/special/semianalysis-memory-shortage-to-persist-for-years-cpo-deployment-delayed-to-2029-6159 NashNova en 2026-07-10T07:43:38.505Z SemiAnalysis: Memory Shortage to Persist for Years, CPO Deployment Delayed to 2029 https://www.nashnova.com/feed/special/us-iran-conflict-reignites-ecbs-fight-against-inflation-back-to-square-one-6158 NashNova en 2026-07-10T07:42:04.169Z US-Iran Conflict Reignites, ECB's Fight Against Inflation Back to Square One https://www.nashnova.com/feed/special/goldman-sachs-hong-kong-ipo-fundraising-on-track-to-hit-60-billion-for-the-full-6157 NashNova en 2026-07-10T07:37:25.411Z Goldman Sachs: Hong Kong IPO Fundraising on Track to Hit $60 Billion for the Full Year https://www.nashnova.com/feed/special/iron-ore-up-1-6-percent-this-week-boosted-by-bhp-strike-and-fmg-dispute-6156 NashNova en 2026-07-10T07:07:01.439Z Iron Ore Up 1.6% This Week, Boosted by BHP Strike and FMG Dispute https://www.nashnova.com/feed/special/citi-true-tech-stocks-have-low-weighting-in-hong-kong-market-hang-seng-unlikely-6155 NashNova en 2026-07-10T07:02:02.108Z Citi: True Tech Stocks Have Low Weighting in Hong Kong Market; Hang Seng Unlikely to Rally Significantly in H2 https://www.nashnova.com/feed/special/domestic-ai-chip-maker-enflame-technologys-star-market-ipo-registration-takes-6154 NashNova en 2026-07-10T06:41:56.049Z Domestic AI Chip Maker Enflame Technology's STAR Market IPO Registration Takes Effect https://www.nashnova.com/feed/special/volkswagen-restructuring-plan-lacks-details-analysts-criticize-insufficient-6153 NashNova en 2026-07-10T06:32:28.211Z Volkswagen Restructuring Plan Lacks Details, Analysts Criticize Insufficient Progress https://www.nashnova.com/feed/special/apollos-5-7-billion-bid-for-easyjet-surpasses-castlelake-6152 NashNova en 2026-07-10T06:26:56.345Z Apollo's £5.7 Billion Bid for easyJet Surpasses Castlelake https://www.nashnova.com/feed/special/germanys-june-final-cpi-confirms-2-4-percent-yoy-increase-6151 NashNova en 2026-07-10T06:21:43.334Z Germany's June Final CPI Confirms 2.4% YoY Increase https://www.nashnova.com/feed/special/sk-hynix-restarts-dalian-phase-2-as-nand-prices-surge-over-70-percent-in-a-6150 NashNova en 2026-07-10T06:18:41.466Z SK Hynix Restarts Dalian Phase 2 as NAND Prices Surge Over 70% in a Single Quarter https://www.nashnova.com/feed/special/samsung-develops-gaia-ai-pc-chip-samples-sent-to-lenovo-and-hp-6149 NashNova en 2026-07-10T06:17:15.776Z Samsung Develops GAIA AI PC Chip, Samples Sent to Lenovo and HP https://www.nashnova.com/feed/special/meta-faces-1-4-trillion-claims-from-four-states-6148 NashNova en 2026-07-10T06:13:25.729Z Meta Faces $1.4 Trillion Claims from Four States https://www.nashnova.com/feed/special/blackrock-chinese-assets-can-diversify-global-portfolio-risk-6147 NashNova en 2026-07-10T06:12:09.476Z BlackRock: Chinese Assets Can Diversify Global Portfolio Risk https://www.nashnova.com/feed/special/bernanke-joins-anthropics-long-term-benefit-trust-6146 NashNova en 2026-07-10T05:47:24.527Z Bernanke Joins Anthropic's Long-Term Benefit Trust https://www.nashnova.com/feed/special/goldman-sachs-carry-trade-conditions-at-best-levels-since-2000-6145 NashNova en 2026-07-10T05:27:12.685Z Goldman Sachs: Carry Trade Conditions at Best Levels Since 2000 https://www.nashnova.com/feed/special/chinas-five-year-plan-drops-numerical-urban-employment-target-for-the-first-time-6144 NashNova en 2026-07-10T05:17:09.542Z China's Five-Year Plan Drops Numerical Urban Employment Target for the First Time https://www.nashnova.com/feed/special/tsmc-raises-cowos-2027-capacity-target-to-200k-wafers-6143 NashNova en 2026-07-10T05:13:27.856Z TSMC Raises CoWoS 2027 Capacity Target to 200K Wafers https://www.nashnova.com/feed/special/jcet-plans-10-billion-yuan-capex-in-2026-betting-big-on-ai-advanced-packaging-6142 NashNova en 2026-07-10T05:12:08.017Z JCET Plans ~10 Billion Yuan Capex in 2026, Betting Big on AI Advanced Packaging https://www.nashnova.com/feed/special/goldman-sachs-research-chinas-ai-pcb-supply-chain-accelerates-ecosystem-6141 NashNova en 2026-07-10T04:57:34.264Z Goldman Sachs Research: China's AI PCB Supply Chain Accelerates Ecosystem Migration to Thailand https://www.nashnova.com/feed/special/huawei-china-mobile-and-baidu-co-found-npo-optical-interconnect-standards-6140 NashNova en 2026-07-10T04:32:42.019Z Huawei, China Mobile, and Baidu Co-Found NPO Optical Interconnect Standards Organization https://www.nashnova.com/feed/special/bofa-raises-samsung-electronics-price-target-to-krw-550-000-forecasting-krw-50-6-6139 NashNova en 2026-07-10T04:22:38.219Z BofA Raises Samsung Electronics Price Target to KRW 550,000, Forecasting KRW 50.6 Trillion Profit for 2027 https://www.nashnova.com/feed/special/morgan-stanley-upgrades-lenovo-to-overweight-raises-target-price-to-hk-30-6138 NashNova en 2026-07-10T04:18:53.297Z Morgan Stanley Upgrades Lenovo to Overweight, Raises Target Price to HK$30 https://www.nashnova.com/feed/special/micron-raises-u-s-investment-target-to-250-billion-by-2035-6137 NashNova en 2026-07-10T04:17:07.216Z Micron Raises U.S. Investment Target to $250 Billion by 2035 https://www.nashnova.com/feed/special/openai-and-google-sold-ai-services-to-u-s-blacklisted-chinese-companies-6136 NashNova en 2026-07-10T04:15:55.643Z OpenAI and Google Sold AI Services to U.S.-Blacklisted Chinese Companies https://www.nashnova.com/feed/special/nhs-hospitals-admit-significant-errors-in-palantir-contract-data-6135 NashNova en 2026-07-10T04:14:38.189Z NHS Hospitals Admit Significant Errors in Palantir Contract Data https://www.nashnova.com/feed/special/hsbc-markets-hang-seng-banks-problem-loans-to-investors-6134 NashNova en 2026-07-10T04:13:23.142Z HSBC Markets Hang Seng Bank's Problem Loans to Investors https://www.nashnova.com/feed/special/ft-sk-hynixs-massive-rights-issue-reflects-overheated-market-6133 NashNova en 2026-07-10T04:12:17.230Z FT: SK Hynix's Massive Rights Issue Reflects Overheated Market https://www.nashnova.com/feed/special/jgb-yields-approach-30-year-highs-as-socgen-warns-of-global-valuation-shock-6132 NashNova en 2026-07-10T03:52:37.208Z JGB Yields Approach 30-Year Highs as SocGen Warns of Global Valuation Shock https://www.nashnova.com/feed/special/minimax-ceo-forgoes-salary-and-gives-up-5-percent-stake-6131 NashNova en 2026-07-10T03:37:02.031Z MiniMax CEO Forgoes Salary and Gives Up 5% Stake https://www.nashnova.com/feed/special/hbm4-prices-could-double-by-2027-as-ai-demand-locks-up-half-of-dram-capacity-6130 NashNova en 2026-07-10T03:17:46.896Z HBM4 Prices Could Double by 2027 as AI Demand Locks Up Half of DRAM Capacity https://www.nashnova.com/feed/special/globalwafers-signs-10-year-supply-agreement-with-micron-backed-by-500-million-6129 NashNova en 2026-07-10T03:16:32.106Z GlobalWafers Signs 10-Year Supply Agreement with Micron, Backed by $500 Million Strategic Funding https://www.nashnova.com/feed/special/eu-tariffs-push-chinese-automakers-toward-local-production-in-europe-6128 NashNova en 2026-07-10T03:15:16.115Z EU Tariffs Push Chinese Automakers Toward Local Production in Europe https://www.nashnova.com/feed/special/india-eliminates-tariffs-on-electronics-and-battery-components-benefiting-apple-6127 NashNova en 2026-07-10T03:14:02.924Z India Eliminates Tariffs on Electronics and Battery Components, Benefiting Apple and Foxconn https://www.nashnova.com/feed/special/india-approves-dixon-vivo-joint-venture-factory-marking-breakthrough-for-chinese-6126 NashNova en 2026-07-10T03:13:00.302Z India Approves Dixon-Vivo Joint Venture Factory, Marking Breakthrough for Chinese Capital Entry https://www.nashnova.com/feed/special/openai-launches-chatgpt-work-to-enter-enterprise-ai-agent-market-6125 NashNova en 2026-07-10T03:11:59.606Z OpenAI Launches ChatGPT Work to Enter Enterprise AI Agent Market https://www.nashnova.com/feed/special/multiple-institutions-katayamas-remarks-may-trigger-triple-rally-in-japanese-6124 NashNova en 2026-07-10T03:03:10.495Z Multiple Institutions: Katayama's Remarks May Trigger Triple Rally in Japanese Assets https://www.nashnova.com/feed/special/tencent-leads-unwinding-of-metas-2-billion-manus-acquisition-6123 NashNova en 2026-07-10T02:57:10.925Z Tencent Leads Unwinding of Meta's $2 Billion Manus Acquisition https://www.nashnova.com/feed/special/sse-composite-up-0-52-percent-innovative-pharma-and-ai-applications-lead-gains-6122 NashNova en 2026-07-10T02:37:14.984Z SSE Composite Up 0.52%: Innovative Pharma and AI Applications Lead Gains, Hang Seng Tech Index Rises Nearly 2% https://www.nashnova.com/feed/special/copper-prices-rise-for-second-consecutive-week-as-market-downplays-iran-conflict-6121 NashNova en 2026-07-10T02:26:48.909Z Copper Prices Rise for Second Consecutive Week as Market Downplays Iran Conflict Impact https://www.nashnova.com/feed/special/deutsche-bank-usd-risk-profile-shifting-toward-tech-like-high-volatility-asset-6120 NashNova en 2026-07-10T02:22:31.409Z Deutsche Bank: USD Risk Profile Shifting Toward Tech-Like High-Volatility Asset https://www.nashnova.com/feed/special/japan-government-bond-yields-drop-sharply-by-10-basis-points-6119 NashNova en 2026-07-10T01:51:57.601Z Japan Government Bond Yields Drop Sharply by 10 Basis Points https://www.nashnova.com/feed/special/asia-pacific-stocks-rally-broadly-koreas-kospi-surges-over-2-percent-nikkei-6118 NashNova en 2026-07-10T01:42:38.637Z Asia-Pacific Stocks Rally Broadly: Korea's KOSPI Surges Over 2%, Nikkei Gains 2% https://www.nashnova.com/feed/special/largans-variable-aperture-ramps-up-in-q3-cpo-samples-to-be-shipped-this-month-6117 NashNova en 2026-07-10T01:15:11.676Z Largan's Variable Aperture Ramps Up in Q3; CPO Samples to Be Shipped This Month https://www.nashnova.com/feed/special/lg-energy-solution-converts-idle-ev-lines-to-energy-storage-targeting-ai-data-6116 NashNova en 2026-07-10T01:13:54.281Z LG Energy Solution Converts Idle EV Lines to Energy Storage, Targeting AI Data Center Demand https://www.nashnova.com/feed/special/zhipu-ais-free-float-remains-just-8-percent-after-fundraising-low-float-risk-6115 NashNova en 2026-07-10T01:02:24.845Z Zhipu AI's Free Float Remains Just 8% After Fundraising, Low Float Risk Persists https://www.nashnova.com/feed/special/citic-securities-june-ppi-yoy-may-have-peaked-profit-under-pressure-in-h2-6114 NashNova en 2026-07-10T00:42:29.997Z CITIC Securities: June PPI YoY May Have Peaked, Profit Under Pressure in H2 https://www.nashnova.com/feed/special/japans-june-ppi-rises-7-1-percent-yoy-fastest-pace-since-early-2023-6113 NashNova en 2026-07-10T00:17:04.970Z Japan's June PPI Rises 7.1% YoY, Fastest Pace Since Early 2023 https://www.nashnova.com/feed/special/away-from-musk-etf-files-for-listing-6112 NashNova en 2026-07-10T00:07:11.499Z "Away from Musk" ETF Files for Listing https://www.nashnova.com/feed/special/jpmorgan-the-key-question-in-ai-investment-has-shifted-from-whether-to-invest-to-6111 NashNova en 2026-07-09T23:47:17.539Z JPMorgan: The Key Question in AI Investment Has Shifted from "Whether to Invest" to "How to Invest" https://www.nashnova.com/feed/special/chinas-hidden-debt-cleanup-nears-completion-fiscal-focus-may-shift-toward-growth-6110 NashNova en 2026-07-09T23:28:28.866Z China's Hidden Debt Cleanup Nears Completion, Fiscal Focus May Shift Toward Growth https://www.nashnova.com/feed/special/nexchip-lists-in-hong-kong-raising-890m-to-test-chip-stock-demand-6109 NashNova en 2026-07-09T23:27:00.622Z Nexchip Lists in Hong Kong, Raising $890M to Test Chip Stock Demand https://www.nashnova.com/feed/special/murati-departs-over-chronic-illness-openai-leadership-shaken-again-ahead-of-ipo-6108 NashNova en 2026-07-09T23:22:10.752Z Murati Departs Over Chronic Illness, OpenAI Leadership Shaken Again Ahead of IPO https://www.nashnova.com/feed/special/stargate-power-developer-lancium-seeks-minority-stake-sale-6107 NashNova en 2026-07-09T22:07:00.611Z Stargate Power Developer Lancium Seeks Minority Stake Sale https://www.nashnova.com/feed/special/teslas-per-vehicle-profit-drops-40-percent-gap-with-toyota-narrows-to-under-10-6106 NashNova en 2026-07-09T21:28:33.058Z Tesla's Per-Vehicle Profit Drops 40%, Gap with Toyota Narrows to Under ¥10,000 https://www.nashnova.com/feed/special/u-s-terminates-investigation-into-import-tariffs-on-aircraft-and-parts-no-new-6105 NashNova en 2026-07-09T21:27:16.555Z U.S. Terminates Investigation Into Import Tariffs on Aircraft and Parts, No New Tariffs for Now https://www.nashnova.com/feed/special/cxmt-targets-trillion-dollar-memory-market-with-secret-supply-chain-to-6104 NashNova en 2026-07-09T21:17:19.040Z CXMT Targets Trillion-Dollar Memory Market with Secret Supply Chain to Circumvent U.S. Controls https://www.nashnova.com/feed/special/tsmc-partners-with-asml-and-imec-to-advance-2d-chip-mass-production-6103 NashNova en 2026-07-09T20:13:01.952Z TSMC Partners with ASML and Imec to Advance 2D Chip Mass Production https://www.nashnova.com/feed/special/new-version-of-u-s-crypto-regulatory-bill-could-come-as-early-as-next-week-6102 NashNova en 2026-07-09T19:42:06.260Z New Version of U.S. Crypto Regulatory Bill Could Come as Early as Next Week https://www.nashnova.com/feed/special/fed-officially-announces-leaders-of-five-external-task-forces-6101 NashNova en 2026-07-09T19:38:31.104Z Fed Officially Announces Leaders of Five External Task Forces https://www.nashnova.com/feed/special/gold-drops-over-13-percent-in-q2-worst-quarter-since-2013-6100 NashNova en 2026-07-09T19:37:18.540Z Gold Drops Over 13% in Q2, Worst Quarter Since 2013 https://www.nashnova.com/feed/special/carlyle-sells-data-center-power-platform-for-2-6-billion-achieving-5x-return-6099 NashNova en 2026-07-09T19:19:02.393Z Carlyle Sells Data Center Power Platform for $2.6 Billion, Achieving 5x Return https://www.nashnova.com/feed/special/rising-u-s-iran-negotiation-expectations-send-crude-oil-futures-down-over-2-6098 NashNova en 2026-07-09T19:17:31.880Z Rising U.S.-Iran Negotiation Expectations Send Crude Oil Futures Down Over 2% https://www.nashnova.com/feed/special/s-and-p-500-quietly-approaches-all-time-high-6097 NashNova en 2026-07-09T19:16:44.020Z S&P 500 Quietly Approaches All-Time High https://www.nashnova.com/feed/special/bank-of-england-chief-economist-interest-rates-need-to-rise-6096 NashNova en 2026-07-09T19:06:48.433Z Bank of England Chief Economist: Interest Rates Need to Rise https://www.nashnova.com/feed/special/war-driven-inflation-fears-fail-to-shake-treasury-yield-expectations-6095 NashNova en 2026-07-09T19:02:34.550Z War-Driven Inflation Fears Fail to Shake Treasury Yield Expectations https://www.nashnova.com/feed/special/anthropic-introduces-usage-based-pricing-for-claude-fable-5-6094 NashNova en 2026-07-09T18:42:23.118Z Anthropic Introduces Usage-Based Pricing for Claude Fable 5 https://www.nashnova.com/feed/special/bitcoin-etfs-and-private-credit-face-simultaneous-redemption-pressure-6093 NashNova en 2026-07-09T18:22:17.201Z Bitcoin ETFs and Private Credit Face Simultaneous Redemption Pressure https://www.nashnova.com/feed/special/ai-budget-expansion-squeezes-traditional-saas-market-share-6092 NashNova en 2026-07-09T17:47:17.665Z AI Budget Expansion Squeezes Traditional SaaS Market Share https://www.nashnova.com/feed/special/u-s-30-year-treasury-auction-halts-selloff-as-foreign-demand-hits-second-highest-6091 NashNova en 2026-07-09T17:42:10.641Z U.S. 30-Year Treasury Auction Halts Selloff as Foreign Demand Hits Second-Highest on Record https://www.nashnova.com/feed/special/palo-alto-ceo-ai-pricing-needs-to-drop-another-90-percent-6090 NashNova en 2026-07-09T17:21:59.972Z Palo Alto CEO: AI Pricing Needs to Drop Another 90% https://www.nashnova.com/feed/special/goldman-sachs-hedge-funds-rotate-heavily-into-energy-and-medical-devices-6089 NashNova en 2026-07-09T17:07:25.303Z Goldman Sachs: Hedge Funds Rotate Heavily into Energy and Medical Devices https://www.nashnova.com/feed/special/cftc-moves-to-block-cmes-24-7-crude-oil-futures-self-certification-filing-6088 NashNova en 2026-07-09T16:52:55.875Z CFTC Moves to Block CME's 24/7 Crude Oil Futures Self-Certification Filing https://www.nashnova.com/feed/special/polands-central-bank-buys-82-tons-of-gold-this-year-targeting-700-ton-reserve-6087 NashNova en 2026-07-09T16:51:56.389Z Poland's Central Bank Buys 82 Tons of Gold This Year, Targeting 700-Ton Reserve Goal https://www.nashnova.com/feed/special/annual-pce-revision-may-lower-core-inflation-giving-waller-room-to-stand-pat-6086 NashNova en 2026-07-09T16:29:15.621Z Annual PCE Revision May Lower Core Inflation, Giving Waller Room to Stand Pat https://www.nashnova.com/feed/special/wells-fargo-nvidias-h200-sales-to-china-are-limited-in-scale-6085 NashNova en 2026-07-09T16:28:09.926Z Wells Fargo: Nvidia's H200 Sales to China Are Limited in Scale https://www.nashnova.com/feed/special/minimax-plans-to-raise-1-9-billion-through-share-placement-and-convertible-bonds-6084 NashNova en 2026-07-09T16:27:04.008Z MiniMax Plans to Raise $1.9 Billion Through Share Placement and Convertible Bonds https://www.nashnova.com/feed/special/micron-surges-over-7-percent-as-ai-memory-long-term-contract-collateral-6083 NashNova en 2026-07-09T16:13:49.614Z Micron Surges Over 7% as AI Memory Long-Term Contract Collateral Structure Revealed for the First Time https://www.nashnova.com/feed/special/behind-the-weak-won-capital-flow-misalignment-outweighs-trade-surplus-6082 NashNova en 2026-07-09T16:12:23.379Z Behind the Weak Won: Capital Flow Misalignment Outweighs Trade Surplus https://www.nashnova.com/feed/special/ubs-raises-european-equity-target-to-690-signaling-8-percent-upside-6081 NashNova en 2026-07-09T15:57:02.739Z UBS Raises European Equity Target to 690, Signaling 8% Upside https://www.nashnova.com/feed/special/u-s-stock-leverage-demand-remains-elevated-financing-pressure-may-surge-again-at-6080 NashNova en 2026-07-09T15:47:33.316Z U.S. Stock Leverage Demand Remains Elevated; Financing Pressure May Surge Again at Quarter-End https://www.nashnova.com/feed/special/alibaba-has-cumulatively-invested-about-7-6-billion-yuan-in-cxmt-6079 NashNova en 2026-07-09T15:36:55.829Z Alibaba Has Cumulatively Invested About 7.6 Billion Yuan in CXMT https://www.nashnova.com/feed/special/khamenei-buried-as-u-s-iran-mutual-strikes-push-ceasefire-agreement-to-brink-of-6078 NashNova en 2026-07-09T15:32:12.726Z Khamenei Buried as U.S.-Iran Mutual Strikes Push Ceasefire Agreement to Brink of Collapse https://www.nashnova.com/feed/special/bofa-picks-chevron-goldman-eyes-crack-spreads-6077 NashNova en 2026-07-09T15:27:24.168Z BofA Picks Chevron, Goldman Eyes Crack Spreads https://www.nashnova.com/feed/special/u-s-iran-tensions-escalate-as-iran-rushes-to-ship-out-11-million-barrels-of-6076 NashNova en 2026-07-09T15:16:57.690Z U.S.-Iran Tensions Escalate as Iran Rushes to Ship Out 11 Million Barrels of Crude in 24 Hours https://www.nashnova.com/zh/feed/special/boj-plans-to-raise-growth-forecasts-while-staying-alert-to-upside-inflation-6168 NashNova zh-cn 2026-07-10T08:42:44.070Z 日本央行拟上调增长预测，维持通胀上行警惕 https://www.nashnova.com/zh/feed/special/iea-global-oil-demand-posts-first-annual-decline-since-2020-as-u-s-iran-tensions-6167 NashNova zh-cn 2026-07-10T08:41:47.050Z IEA：全球石油需求2020年来首次年度下滑，美伊局势添变数 https://www.nashnova.com/zh/feed/special/q2-global-pc-shipments-down-3-6-percent-yoy-as-memory-price-hikes-suppress-6166 NashNova zh-cn 2026-07-10T08:28:28.165Z Q2全球PC出货量同比降3.6%，内存涨价压制需求 https://www.nashnova.com/zh/feed/special/iea-cuts-russia-oil-output-forecast-citing-ukrainian-attacks-as-key-factor-6165 NashNova zh-cn 2026-07-10T08:27:21.355Z IEA下调俄罗斯石油产量预测，乌克兰袭击是主因 https://www.nashnova.com/zh/feed/special/goldman-sachs-ai-driven-mlcc-demand-market-size-to-grow-7-4x-from-fy25-to-fy28-6164 NashNova zh-cn 2026-07-10T08:15:34.149Z 高盛：AI驱动MLCC需求，FY25至FY28市场规模增7.4倍 https://www.nashnova.com/zh/feed/special/asus-june-revenue-surpasses-nt-100-billion-for-the-first-time-as-ai-servers-6163 NashNova zh-cn 2026-07-10T08:14:16.665Z 华硕6月营收首破千亿新台币，AI服务器驱动全年目标上调 https://www.nashnova.com/zh/feed/special/morgan-stanley-hk-stock-liquidity-improves-in-august-recommends-gradually-6162 NashNova zh-cn 2026-07-10T08:13:07.909Z 摩根士丹利：8月港股流动性改善，建议逐步吸纳中资股 https://www.nashnova.com/zh/feed/special/south-koreas-leveraged-etf-assets-surge-as-barclays-calls-risks-frightening-6161 NashNova zh-cn 2026-07-10T08:11:57.468Z 韩国杠杆ETF规模激增，巴克莱称风险"令人恐惧" https://www.nashnova.com/zh/feed/special/jefferies-south-korea-stock-market-pullback-is-normal-and-healthy-6160 NashNova zh-cn 2026-07-10T08:07:07.119Z 杰富瑞：韩国股市回调属正常健康 https://www.nashnova.com/zh/feed/special/semianalysis-memory-shortage-to-persist-for-years-cpo-deployment-delayed-to-2029-6159 NashNova zh-cn 2026-07-10T07:43:38.505Z SemiAnalysis：存储短缺持续数年，CPO落地推迟至2029年 https://www.nashnova.com/zh/feed/special/us-iran-conflict-reignites-ecbs-fight-against-inflation-back-to-square-one-6158 NashNova zh-cn 2026-07-10T07:42:04.169Z 美伊战事重燃，欧洲央行抗通胀回到原点 https://www.nashnova.com/zh/feed/special/goldman-sachs-hong-kong-ipo-fundraising-on-track-to-hit-60-billion-for-the-full-6157 NashNova zh-cn 2026-07-10T07:37:25.411Z 高盛：港股IPO全年集资有望冲击600亿美元 https://www.nashnova.com/zh/feed/special/iron-ore-up-1-6-percent-this-week-boosted-by-bhp-strike-and-fmg-dispute-6156 NashNova zh-cn 2026-07-10T07:07:01.439Z 铁矿石本周涨1.6%，必和必拓罢工与FMG争端双重提振 https://www.nashnova.com/zh/feed/special/citi-true-tech-stocks-have-low-weighting-in-hong-kong-market-hang-seng-unlikely-6155 NashNova zh-cn 2026-07-10T07:02:02.108Z 花旗：港股真科技股占比低，下半年恒指难大幅反弹 https://www.nashnova.com/zh/feed/special/domestic-ai-chip-maker-enflame-technologys-star-market-ipo-registration-takes-6154 NashNova zh-cn 2026-07-10T06:41:56.049Z 国产AI芯片燧原科技科创板IPO注册生效 https://www.nashnova.com/zh/feed/special/volkswagen-restructuring-plan-lacks-details-analysts-criticize-insufficient-6153 NashNova zh-cn 2026-07-10T06:32:28.211Z 大众重组计划细节匮乏，分析师批评进展不足 https://www.nashnova.com/zh/feed/special/apollos-5-7-billion-bid-for-easyjet-surpasses-castlelake-6152 NashNova zh-cn 2026-07-10T06:26:56.345Z 阿波罗57亿英镑竞购易捷航空，超越凯斯特莱克 https://www.nashnova.com/zh/feed/special/germanys-june-final-cpi-confirms-2-4-percent-yoy-increase-6151 NashNova zh-cn 2026-07-10T06:21:43.334Z 德国6月CPI终值确认同比涨2.4% https://www.nashnova.com/zh/feed/special/sk-hynix-restarts-dalian-phase-2-as-nand-prices-surge-over-70-percent-in-a-6150 NashNova zh-cn 2026-07-10T06:18:41.466Z SK海力士重启大连二期，NAND单季涨价超70% https://www.nashnova.com/zh/feed/special/samsung-develops-gaia-ai-pc-chip-samples-sent-to-lenovo-and-hp-6149 NashNova zh-cn 2026-07-10T06:17:15.776Z 三星开发AI PC专用芯片GAIA，已向联想惠普供样 https://www.nashnova.com/zh/feed/special/meta-faces-1-4-trillion-claims-from-four-states-6148 NashNova zh-cn 2026-07-10T06:13:25.729Z Meta面临四州1.4万亿美元索赔 https://www.nashnova.com/zh/feed/special/blackrock-chinese-assets-can-diversify-global-portfolio-risk-6147 NashNova zh-cn 2026-07-10T06:12:09.476Z 贝莱德：中国资产可分散全球投资组合风险 https://www.nashnova.com/zh/feed/special/bernanke-joins-anthropics-long-term-benefit-trust-6146 NashNova zh-cn 2026-07-10T05:47:24.527Z 伯南克加入Anthropic长期利益信托 https://www.nashnova.com/zh/feed/special/goldman-sachs-carry-trade-conditions-at-best-levels-since-2000-6145 NashNova zh-cn 2026-07-10T05:27:12.685Z 高盛：套息交易处于2000年以来最佳条件 https://www.nashnova.com/zh/feed/special/chinas-five-year-plan-drops-numerical-urban-employment-target-for-the-first-time-6144 NashNova zh-cn 2026-07-10T05:17:09.542Z 中国五年规划首次删除城镇就业数字目标 https://www.nashnova.com/zh/feed/special/tsmc-raises-cowos-2027-capacity-target-to-200k-wafers-6143 NashNova zh-cn 2026-07-10T05:13:27.856Z 台积电CoWoS 2027年产能目标升至20万片 https://www.nashnova.com/zh/feed/special/jcet-plans-10-billion-yuan-capex-in-2026-betting-big-on-ai-advanced-packaging-6142 NashNova zh-cn 2026-07-10T05:12:08.017Z 长电科技2026年资本开支约100亿元，押注AI先进封装 https://www.nashnova.com/zh/feed/special/goldman-sachs-research-chinas-ai-pcb-supply-chain-accelerates-ecosystem-6141 NashNova zh-cn 2026-07-10T04:57:34.264Z 高盛调研：中国AI PCB产业链泰国生态迁移提速 https://www.nashnova.com/zh/feed/special/huawei-china-mobile-and-baidu-co-found-npo-optical-interconnect-standards-6140 NashNova zh-cn 2026-07-10T04:32:42.019Z 华为联合中国移动百度发起NPO光互联标准组织 https://www.nashnova.com/zh/feed/special/bofa-raises-samsung-electronics-price-target-to-krw-550-000-forecasting-krw-50-6-6139 NashNova zh-cn 2026-07-10T04:22:38.219Z 美银上调三星电子目标价至55万韩元，2027年利润预测506万亿韩元 https://www.nashnova.com/zh/feed/special/morgan-stanley-upgrades-lenovo-to-overweight-raises-target-price-to-hk-30-6138 NashNova zh-cn 2026-07-10T04:18:53.297Z 大摩上调联想评级至增持，目标价升至30港元 https://www.nashnova.com/zh/feed/special/micron-raises-u-s-investment-target-to-250-billion-by-2035-6137 NashNova zh-cn 2026-07-10T04:17:07.216Z 美光2035年美国投资额升至2500亿美元 https://www.nashnova.com/zh/feed/special/openai-and-google-sold-ai-services-to-u-s-blacklisted-chinese-companies-6136 NashNova zh-cn 2026-07-10T04:15:55.643Z OpenAI和谷歌向美国黑名单中企出售AI服务 https://www.nashnova.com/zh/feed/special/nhs-hospitals-admit-significant-errors-in-palantir-contract-data-6135 NashNova zh-cn 2026-07-10T04:14:38.189Z NHS医院承认Palantir合同数据存在大量错误 https://www.nashnova.com/zh/feed/special/hsbc-markets-hang-seng-banks-problem-loans-to-investors-6134 NashNova zh-cn 2026-07-10T04:13:23.142Z 汇丰向投资者兜售恒生银行问题贷款 https://www.nashnova.com/zh/feed/special/ft-sk-hynixs-massive-rights-issue-reflects-overheated-market-6133 NashNova zh-cn 2026-07-10T04:12:17.230Z FT：SK海力士巨额配股折射市场过热 https://www.nashnova.com/zh/feed/special/jgb-yields-approach-30-year-highs-as-socgen-warns-of-global-valuation-shock-6132 NashNova zh-cn 2026-07-10T03:52:37.208Z 日债收益率逼近三十年高位，法兴警告冲击全球估值 https://www.nashnova.com/zh/feed/special/minimax-ceo-forgoes-salary-and-gives-up-5-percent-stake-6131 NashNova zh-cn 2026-07-10T03:37:02.031Z MiniMax CEO放弃薪酬并出让5%股份 https://www.nashnova.com/zh/feed/special/hbm4-prices-could-double-by-2027-as-ai-demand-locks-up-half-of-dram-capacity-6130 NashNova zh-cn 2026-07-10T03:17:46.896Z HBM4价格2027年或翻倍，AI需求锁定半数DRAM产能 https://www.nashnova.com/zh/feed/special/globalwafers-signs-10-year-supply-agreement-with-micron-backed-by-500-million-6129 NashNova zh-cn 2026-07-10T03:16:32.106Z 环球晶圆与美光签十年供货协议，附5亿美元战略资金 https://www.nashnova.com/zh/feed/special/eu-tariffs-push-chinese-automakers-toward-local-production-in-europe-6128 NashNova zh-cn 2026-07-10T03:15:16.115Z 欧盟关税倒逼中国车企转向欧洲本地生产 https://www.nashnova.com/zh/feed/special/india-eliminates-tariffs-on-electronics-and-battery-components-benefiting-apple-6127 NashNova zh-cn 2026-07-10T03:14:02.924Z 印度取消电子及电池组件关税，苹果富士康受益 https://www.nashnova.com/zh/feed/special/india-approves-dixon-vivo-joint-venture-factory-marking-breakthrough-for-chinese-6126 NashNova zh-cn 2026-07-10T03:13:00.302Z 印度批准Dixon与Vivo合资建厂，中资入局获突破 https://www.nashnova.com/zh/feed/special/openai-launches-chatgpt-work-to-enter-enterprise-ai-agent-market-6125 NashNova zh-cn 2026-07-10T03:11:59.606Z OpenAI推出ChatGPT Work进军企业AI Agent市场 https://www.nashnova.com/zh/feed/special/multiple-institutions-katayamas-remarks-may-trigger-triple-rally-in-japanese-6124 NashNova zh-cn 2026-07-10T03:03:10.495Z 多家机构：片山表态或引发日本资产三重上涨 https://www.nashnova.com/zh/feed/special/tencent-leads-unwinding-of-metas-2-billion-manus-acquisition-6123 NashNova zh-cn 2026-07-10T02:57:10.925Z 腾讯主导拆解Meta 20亿美元Manus收购案 https://www.nashnova.com/zh/feed/special/sse-composite-up-0-52-percent-innovative-pharma-and-ai-applications-lead-gains-6122 NashNova zh-cn 2026-07-10T02:37:14.984Z 沪指涨0.52%，创新药、AI应用领涨，恒科指涨近2% https://www.nashnova.com/zh/feed/special/copper-prices-rise-for-second-consecutive-week-as-market-downplays-iran-conflict-6121 NashNova zh-cn 2026-07-10T02:26:48.909Z 铜价连续两周上涨，市场淡化伊朗冲突影响 https://www.nashnova.com/zh/feed/special/deutsche-bank-usd-risk-profile-shifting-toward-tech-like-high-volatility-asset-6120 NashNova zh-cn 2026-07-10T02:22:31.409Z 德银：美元风险特征正向科技高波动资产转变 https://www.nashnova.com/zh/feed/special/japan-government-bond-yields-drop-sharply-by-10-basis-points-6119 NashNova zh-cn 2026-07-10T01:51:57.601Z 日本国债收益率大幅下行10个基点 https://www.nashnova.com/zh/feed/special/asia-pacific-stocks-rally-broadly-koreas-kospi-surges-over-2-percent-nikkei-6118 NashNova zh-cn 2026-07-10T01:42:38.637Z 亚太股市普涨，韩国KOSPI涨超2%，日经涨2% https://www.nashnova.com/zh/feed/special/largans-variable-aperture-ramps-up-in-q3-cpo-samples-to-be-shipped-this-month-6117 NashNova zh-cn 2026-07-10T01:15:11.676Z 大立光可变光圈Q3放量，CPO样品本月送出 https://www.nashnova.com/zh/feed/special/lg-energy-solution-converts-idle-ev-lines-to-energy-storage-targeting-ai-data-6116 NashNova zh-cn 2026-07-10T01:13:54.281Z LG新能源闲置EV产线转产储能，瞄准AI数据中心需求 https://www.nashnova.com/zh/feed/special/zhipu-ais-free-float-remains-just-8-percent-after-fundraising-low-float-risk-6115 NashNova zh-cn 2026-07-10T01:02:24.845Z 智谱AI募资后流通量仍仅8%，低流通风险持续 https://www.nashnova.com/zh/feed/special/citic-securities-june-ppi-yoy-may-have-peaked-profit-under-pressure-in-h2-6114 NashNova zh-cn 2026-07-10T00:42:29.997Z 中信证券：6月PPI同比或已触顶，下半年利润承压 https://www.nashnova.com/zh/feed/special/japans-june-ppi-rises-7-1-percent-yoy-fastest-pace-since-early-2023-6113 NashNova zh-cn 2026-07-10T00:17:04.970Z 日本6月PPI同比涨7.1%，创2023年初以来最快 https://www.nashnova.com/zh/feed/special/away-from-musk-etf-files-for-listing-6112 NashNova zh-cn 2026-07-10T00:07:11.499Z 远离马斯克"ETF申请上市 https://www.nashnova.com/zh/feed/special/jpmorgan-the-key-question-in-ai-investment-has-shifted-from-whether-to-invest-to-6111 NashNova zh-cn 2026-07-09T23:47:17.539Z 摩根大通：AI投资关键已从"投不投"转向"怎么投" https://www.nashnova.com/zh/feed/special/chinas-hidden-debt-cleanup-nears-completion-fiscal-focus-may-shift-toward-growth-6110 NashNova zh-cn 2026-07-09T23:28:28.866Z 中国隐性债务清理近尾声，财政重心或转向增长 https://www.nashnova.com/zh/feed/special/nexchip-lists-in-hong-kong-raising-890m-to-test-chip-stock-demand-6109 NashNova zh-cn 2026-07-09T23:27:00.622Z 晶合集成港股上市，募资8.9亿美元测试芯片股需求 https://www.nashnova.com/zh/feed/special/murati-departs-over-chronic-illness-openai-leadership-shaken-again-ahead-of-ipo-6108 NashNova zh-cn 2026-07-09T23:22:10.752Z 西莫因慢性病离职，OpenAI IPO前管理层再生变 https://www.nashnova.com/zh/feed/special/stargate-power-developer-lancium-seeks-minority-stake-sale-6107 NashNova zh-cn 2026-07-09T22:07:00.611Z Stargate电力开发商Lancium寻求出售少数股权 https://www.nashnova.com/zh/feed/special/teslas-per-vehicle-profit-drops-40-percent-gap-with-toyota-narrows-to-under-10-6106 NashNova zh-cn 2026-07-09T21:28:33.058Z 特斯拉单车利润跌40%，与丰田差距缩至万元以内 https://www.nashnova.com/zh/feed/special/u-s-terminates-investigation-into-import-tariffs-on-aircraft-and-parts-no-new-6105 NashNova zh-cn 2026-07-09T21:27:16.555Z 美国终止飞机及零部件进口关税调查，暂不加征新税 https://www.nashnova.com/zh/feed/special/cxmt-targets-trillion-dollar-memory-market-with-secret-supply-chain-to-6104 NashNova zh-cn 2026-07-09T21:17:19.040Z 长鑫存储冲击万亿存储市场，秘密供应链规避美国管制 https://www.nashnova.com/zh/feed/special/tsmc-partners-with-asml-and-imec-to-advance-2d-chip-mass-production-6103 NashNova zh-cn 2026-07-09T20:13:01.952Z 台积电联手ASML和Imec推进2D芯片量产 https://www.nashnova.com/zh/feed/special/new-version-of-u-s-crypto-regulatory-bill-could-come-as-early-as-next-week-6102 NashNova zh-cn 2026-07-09T19:42:06.260Z 美国加密监管法案新版本最快下周出炉 https://www.nashnova.com/zh/feed/special/fed-officially-announces-leaders-of-five-external-task-forces-6101 NashNova zh-cn 2026-07-09T19:38:31.104Z 美联储五大外部任务组领导名单正式公布 https://www.nashnova.com/zh/feed/special/gold-drops-over-13-percent-in-q2-worst-quarter-since-2013-6100 NashNova zh-cn 2026-07-09T19:37:18.540Z 黄金Q2跌逾13%，创2013年来最差季度 https://www.nashnova.com/zh/feed/special/carlyle-sells-data-center-power-platform-for-2-6-billion-achieving-5x-return-6099 NashNova zh-cn 2026-07-09T19:19:02.393Z 凯雷26亿美元出售数据中心电力平台，五倍回报 https://www.nashnova.com/zh/feed/special/rising-u-s-iran-negotiation-expectations-send-crude-oil-futures-down-over-2-6098 NashNova zh-cn 2026-07-09T19:17:31.880Z 美伊谈判预期升温，原油期货跌逾2% https://www.nashnova.com/zh/feed/special/s-and-p-500-quietly-approaches-all-time-high-6097 NashNova zh-cn 2026-07-09T19:16:44.020Z 标普500悄然逼近历史高点 https://www.nashnova.com/zh/feed/special/bank-of-england-chief-economist-interest-rates-need-to-rise-6096 NashNova zh-cn 2026-07-09T19:06:48.433Z 英国央行首席经济学家：利率需要上升 https://www.nashnova.com/zh/feed/special/war-driven-inflation-fears-fail-to-shake-treasury-yield-expectations-6095 NashNova zh-cn 2026-07-09T19:02:34.550Z 战争通胀忧虑难撼美债收益率预期 https://www.nashnova.com/zh/feed/special/anthropic-introduces-usage-based-pricing-for-claude-fable-5-6094 NashNova zh-cn 2026-07-09T18:42:23.118Z Anthropic对Claude Fable 5实施按量计费 https://www.nashnova.com/zh/feed/special/bitcoin-etfs-and-private-credit-face-simultaneous-redemption-pressure-6093 NashNova zh-cn 2026-07-09T18:22:17.201Z 比特币ETF与私募信贷同步遭遇赎回压力 https://www.nashnova.com/zh/feed/special/ai-budget-expansion-squeezes-traditional-saas-market-share-6092 NashNova zh-cn 2026-07-09T17:47:17.665Z AI预算扩张挤压传统SaaS份额 https://www.nashnova.com/zh/feed/special/u-s-30-year-treasury-auction-halts-selloff-as-foreign-demand-hits-second-highest-6091 NashNova zh-cn 2026-07-09T17:42:10.641Z 美30年期国债拍卖止跌，外资需求创历史次高 https://www.nashnova.com/zh/feed/special/palo-alto-ceo-ai-pricing-needs-to-drop-another-90-percent-6090 NashNova zh-cn 2026-07-09T17:21:59.972Z Palo Alto CEO：AI定价需再降90% https://www.nashnova.com/zh/feed/special/goldman-sachs-hedge-funds-rotate-heavily-into-energy-and-medical-devices-6089 NashNova zh-cn 2026-07-09T17:07:25.303Z 高盛：对冲基金大举轮入能源与医疗设备 https://www.nashnova.com/zh/feed/special/cftc-moves-to-block-cmes-24-7-crude-oil-futures-self-certification-filing-6088 NashNova zh-cn 2026-07-09T16:52:55.875Z CFTC拟叫停CME原油期货24/7自我认证申请 https://www.nashnova.com/zh/feed/special/polands-central-bank-buys-82-tons-of-gold-this-year-targeting-700-ton-reserve-6087 NashNova zh-cn 2026-07-09T16:51:56.389Z 波兰央行年内购金82吨，剑指700吨储备目标 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https://www.nashnova.com/zh/feed/special/ubs-raises-european-equity-target-to-690-signaling-8-percent-upside-6081 NashNova zh-cn 2026-07-09T15:57:02.739Z 瑞银上调欧股目标至690点，预示8%涨幅 https://www.nashnova.com/zh/feed/special/u-s-stock-leverage-demand-remains-elevated-financing-pressure-may-surge-again-at-6080 NashNova zh-cn 2026-07-09T15:47:33.316Z 美股杠杆需求高企，融资压力或在季末再度激增 https://www.nashnova.com/zh/feed/special/alibaba-has-cumulatively-invested-about-7-6-billion-yuan-in-cxmt-6079 NashNova zh-cn 2026-07-09T15:36:55.829Z 阿里巴巴累计投资长鑫科技约76亿元 https://www.nashnova.com/zh/feed/special/khamenei-buried-as-u-s-iran-mutual-strikes-push-ceasefire-agreement-to-brink-of-6078 NashNova zh-cn 2026-07-09T15:32:12.726Z 哈梅内伊下葬，美伊互袭停火协议濒临破裂 https://www.nashnova.com/zh/feed/special/bofa-picks-chevron-goldman-eyes-crack-spreads-6077 NashNova zh-cn 2026-07-09T15:27:24.168Z 美银荐雪佛龙，高盛盯裂解价差 https://www.nashnova.com/zh/feed/special/u-s-iran-tensions-escalate-as-iran-rushes-to-ship-out-11-million-barrels-of-6076 NashNova zh-cn 2026-07-09T15:16:57.690Z 美伊紧张升级，伊朗24小时紧急运出1100万桶原油 https://www.nashnova.com/zh/feed/special/ai-6-500-6075 NashNova zh-cn 2026-07-09T14:57:59.142Z AI动量波动率飙至6年高点，与标普500严重背离 https://www.nashnova.com/zh/feed/special/amd-5c-ai-6074 NashNova zh-cn 2026-07-09T14:57:07.734Z AMD与5C合作构建吉瓦级AI园区 https://www.nashnova.com/zh/feed/special/2026-6-4-2021-6073 NashNova zh-cn 2026-07-09T14:52:13.136Z 大摩预测2026年全球并购规模达6.4万亿美元，超越2021年峰值 https://www.nashnova.com/zh/feed/special/openai-6072 NashNova zh-cn 2026-07-09T14:32:00.222Z 报纸集团申请制裁OpenAI：指控其隐瞒版权搜索能力 https://www.nashnova.com/zh/feed/special/ai-6071 NashNova zh-cn 2026-07-09T14:27:49.898Z 纽约联储主席：AI需求是当前通胀首要关注点 https://www.nashnova.com/zh/feed/special/openai-token-54-percent-6070 NashNova zh-cn 2026-07-09T14:27:00.172Z OpenAI最新模型智能体编程token效率提升54% https://www.nashnova.com/zh/feed/special/meta-ai-muse-spark-1-1-6069 NashNova zh-cn 2026-07-09T14:18:56.314Z Meta首推付费AI模型Muse Spark 1.1进军编程市场 https://www.nashnova.com/zh-hant/feed/special/boj-plans-to-raise-growth-forecasts-while-staying-alert-to-upside-inflation-6168 NashNova zh-tw 2026-07-10T08:42:44.070Z 日本央行擬上調增長預測，維持通膨上行警惕 https://www.nashnova.com/zh-hant/feed/special/iea-global-oil-demand-posts-first-annual-decline-since-2020-as-u-s-iran-tensions-6167 NashNova zh-tw 2026-07-10T08:41:47.050Z IEA：全球石油需求2020年來首次年度下滑，美伊局勢添變數 https://www.nashnova.com/zh-hant/feed/special/q2-global-pc-shipments-down-3-6-percent-yoy-as-memory-price-hikes-suppress-6166 NashNova zh-tw 2026-07-10T08:28:28.165Z Q2全球PC出貨量同比降3.6%，記憶體漲價壓制需求 https://www.nashnova.com/zh-hant/feed/special/iea-cuts-russia-oil-output-forecast-citing-ukrainian-attacks-as-key-factor-6165 NashNova zh-tw 2026-07-10T08:27:21.355Z IEA下調俄羅斯石油產量預測，烏克蘭襲擊是主因 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-ai-driven-mlcc-demand-market-size-to-grow-7-4x-from-fy25-to-fy28-6164 NashNova zh-tw 2026-07-10T08:15:34.149Z 高盛：AI驅動MLCC需求，FY25至FY28市場規模增7.4倍 https://www.nashnova.com/zh-hant/feed/special/asus-june-revenue-surpasses-nt-100-billion-for-the-first-time-as-ai-servers-6163 NashNova zh-tw 2026-07-10T08:14:16.665Z 華碩6月營收首破千億新台幣，AI伺服器驅動全年目標上調 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-hk-stock-liquidity-improves-in-august-recommends-gradually-6162 NashNova zh-tw 2026-07-10T08:13:07.909Z 摩根士丹利：8月港股流動性改善，建議逐步吸納中資股 https://www.nashnova.com/zh-hant/feed/special/south-koreas-leveraged-etf-assets-surge-as-barclays-calls-risks-frightening-6161 NashNova zh-tw 2026-07-10T08:11:57.468Z 韓國槓桿ETF規模激增，巴克萊稱風險「令人恐懼」 https://www.nashnova.com/zh-hant/feed/special/jefferies-south-korea-stock-market-pullback-is-normal-and-healthy-6160 NashNova zh-tw 2026-07-10T08:07:07.119Z 傑富瑞：韓國股市回調屬正常健康 https://www.nashnova.com/zh-hant/feed/special/semianalysis-memory-shortage-to-persist-for-years-cpo-deployment-delayed-to-2029-6159 NashNova zh-tw 2026-07-10T07:43:38.505Z SemiAnalysis：存儲短缺持續數年，CPO落地推遲至2029年 https://www.nashnova.com/zh-hant/feed/special/us-iran-conflict-reignites-ecbs-fight-against-inflation-back-to-square-one-6158 NashNova zh-tw 2026-07-10T07:42:04.169Z 美伊戰事重燃，歐洲央行抗通膨回到原點 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-hong-kong-ipo-fundraising-on-track-to-hit-60-billion-for-the-full-6157 NashNova zh-tw 2026-07-10T07:37:25.411Z 高盛：港股IPO全年集資有望衝擊600億美元 https://www.nashnova.com/zh-hant/feed/special/iron-ore-up-1-6-percent-this-week-boosted-by-bhp-strike-and-fmg-dispute-6156 NashNova zh-tw 2026-07-10T07:07:01.439Z 鐵礦石本週漲1.6%，必和必拓罷工與FMG爭端雙重提振 https://www.nashnova.com/zh-hant/feed/special/citi-true-tech-stocks-have-low-weighting-in-hong-kong-market-hang-seng-unlikely-6155 NashNova zh-tw 2026-07-10T07:02:02.108Z 花旗：港股真科技股佔比低，下半年恒指難大幅反彈 https://www.nashnova.com/zh-hant/feed/special/domestic-ai-chip-maker-enflame-technologys-star-market-ipo-registration-takes-6154 NashNova zh-tw 2026-07-10T06:41:56.049Z 國產AI晶片燧原科技科創板IPO註冊生效 https://www.nashnova.com/zh-hant/feed/special/volkswagen-restructuring-plan-lacks-details-analysts-criticize-insufficient-6153 NashNova zh-tw 2026-07-10T06:32:28.211Z 大眾重組計劃細節匱乏，分析師批評進展不足 https://www.nashnova.com/zh-hant/feed/special/apollos-5-7-billion-bid-for-easyjet-surpasses-castlelake-6152 NashNova zh-tw 2026-07-10T06:26:56.345Z 阿波羅57億英鎊競購易捷航空，超越凱斯特萊克 https://www.nashnova.com/zh-hant/feed/special/germanys-june-final-cpi-confirms-2-4-percent-yoy-increase-6151 NashNova zh-tw 2026-07-10T06:21:43.334Z 德國6月CPI終值確認同比漲2.4% https://www.nashnova.com/zh-hant/feed/special/sk-hynix-restarts-dalian-phase-2-as-nand-prices-surge-over-70-percent-in-a-6150 NashNova zh-tw 2026-07-10T06:18:41.466Z SK海力士重啟大連二期，NAND單季漲價超70% https://www.nashnova.com/zh-hant/feed/special/samsung-develops-gaia-ai-pc-chip-samples-sent-to-lenovo-and-hp-6149 NashNova zh-tw 2026-07-10T06:17:15.776Z 三星開發AI PC專用晶片GAIA，已向聯想惠普供樣 https://www.nashnova.com/zh-hant/feed/special/meta-faces-1-4-trillion-claims-from-four-states-6148 NashNova zh-tw 2026-07-10T06:13:25.729Z Meta面臨四州1.4萬億美元索賠 https://www.nashnova.com/zh-hant/feed/special/blackrock-chinese-assets-can-diversify-global-portfolio-risk-6147 NashNova zh-tw 2026-07-10T06:12:09.476Z 貝萊德：中國資產可分散全球投資組合風險 https://www.nashnova.com/zh-hant/feed/special/bernanke-joins-anthropics-long-term-benefit-trust-6146 NashNova zh-tw 2026-07-10T05:47:24.527Z 伯南克加入Anthropic長期利益信託 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-carry-trade-conditions-at-best-levels-since-2000-6145 NashNova zh-tw 2026-07-10T05:27:12.685Z 高盛：套息交易處於2000年以來最佳條件 https://www.nashnova.com/zh-hant/feed/special/chinas-five-year-plan-drops-numerical-urban-employment-target-for-the-first-time-6144 NashNova zh-tw 2026-07-10T05:17:09.542Z 中國五年規劃首次刪除城鎮就業數字目標 https://www.nashnova.com/zh-hant/feed/special/tsmc-raises-cowos-2027-capacity-target-to-200k-wafers-6143 NashNova zh-tw 2026-07-10T05:13:27.856Z 台積電CoWoS 2027年產能目標升至20萬片 https://www.nashnova.com/zh-hant/feed/special/jcet-plans-10-billion-yuan-capex-in-2026-betting-big-on-ai-advanced-packaging-6142 NashNova zh-tw 2026-07-10T05:12:08.017Z 長電科技2026年資本開支約100億元，押注AI先進封裝 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-research-chinas-ai-pcb-supply-chain-accelerates-ecosystem-6141 NashNova zh-tw 2026-07-10T04:57:34.264Z 高盛調研：中國AI PCB產業鏈泰國生態遷移提速 https://www.nashnova.com/zh-hant/feed/special/huawei-china-mobile-and-baidu-co-found-npo-optical-interconnect-standards-6140 NashNova zh-tw 2026-07-10T04:32:42.019Z 華為聯合中國移動百度發起NPO光互聯標準組織 https://www.nashnova.com/zh-hant/feed/special/bofa-raises-samsung-electronics-price-target-to-krw-550-000-forecasting-krw-50-6-6139 NashNova zh-tw 2026-07-10T04:22:38.219Z 美銀上調三星電子目標價至55萬韓元，2027年利潤預測506萬億韓元 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-upgrades-lenovo-to-overweight-raises-target-price-to-hk-30-6138 NashNova zh-tw 2026-07-10T04:18:53.297Z 大摩上調聯想評級至增持，目標價升至30港元 https://www.nashnova.com/zh-hant/feed/special/micron-raises-u-s-investment-target-to-250-billion-by-2035-6137 NashNova zh-tw 2026-07-10T04:17:07.216Z 美光2035年美國投資額升至2500億美元 https://www.nashnova.com/zh-hant/feed/special/openai-and-google-sold-ai-services-to-u-s-blacklisted-chinese-companies-6136 NashNova zh-tw 2026-07-10T04:15:55.643Z OpenAI和谷歌向美國黑名單中企出售AI服務 https://www.nashnova.com/zh-hant/feed/special/nhs-hospitals-admit-significant-errors-in-palantir-contract-data-6135 NashNova zh-tw 2026-07-10T04:14:38.189Z NHS醫院承認Palantir合約數據存在大量錯誤 https://www.nashnova.com/zh-hant/feed/special/hsbc-markets-hang-seng-banks-problem-loans-to-investors-6134 NashNova zh-tw 2026-07-10T04:13:23.142Z 匯豐向投資者兜售恒生銀行問題貸款 https://www.nashnova.com/zh-hant/feed/special/ft-sk-hynixs-massive-rights-issue-reflects-overheated-market-6133 NashNova zh-tw 2026-07-10T04:12:17.230Z FT：SK海力士巨額配股折射市場過熱 https://www.nashnova.com/zh-hant/feed/special/jgb-yields-approach-30-year-highs-as-socgen-warns-of-global-valuation-shock-6132 NashNova zh-tw 2026-07-10T03:52:37.208Z 日債收益率逼近三十年高位，法興警告衝擊全球估值 https://www.nashnova.com/zh-hant/feed/special/minimax-ceo-forgoes-salary-and-gives-up-5-percent-stake-6131 NashNova zh-tw 2026-07-10T03:37:02.031Z MiniMax CEO放棄薪酬並出讓5%股份 https://www.nashnova.com/zh-hant/feed/special/hbm4-prices-could-double-by-2027-as-ai-demand-locks-up-half-of-dram-capacity-6130 NashNova zh-tw 2026-07-10T03:17:46.896Z HBM4價格2027年或翻倍，AI需求鎖定半數DRAM產能 https://www.nashnova.com/zh-hant/feed/special/globalwafers-signs-10-year-supply-agreement-with-micron-backed-by-500-million-6129 NashNova zh-tw 2026-07-10T03:16:32.106Z 環球晶圓與美光簽十年供貨協議，附5億美元戰略資金 https://www.nashnova.com/zh-hant/feed/special/eu-tariffs-push-chinese-automakers-toward-local-production-in-europe-6128 NashNova zh-tw 2026-07-10T03:15:16.115Z 歐盟關稅倒逼中國車企轉向歐洲本地生產 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https://www.nashnova.com/zh-hant/feed/special/largans-variable-aperture-ramps-up-in-q3-cpo-samples-to-be-shipped-this-month-6117 NashNova zh-tw 2026-07-10T01:15:11.676Z 大立光可變光圈Q3放量，CPO樣品本月送出 https://www.nashnova.com/zh-hant/feed/special/lg-energy-solution-converts-idle-ev-lines-to-energy-storage-targeting-ai-data-6116 NashNova zh-tw 2026-07-10T01:13:54.281Z LG新能源閒置EV產線轉產儲能，瞄準AI數據中心需求 https://www.nashnova.com/zh-hant/feed/special/zhipu-ais-free-float-remains-just-8-percent-after-fundraising-low-float-risk-6115 NashNova zh-tw 2026-07-10T01:02:24.845Z 智譜AI募資後流通量仍僅8%，低流通風險持續 https://www.nashnova.com/zh-hant/feed/special/citic-securities-june-ppi-yoy-may-have-peaked-profit-under-pressure-in-h2-6114 NashNova zh-tw 2026-07-10T00:42:29.997Z 中信證券：6月PPI同比或已觸頂，下半年利潤承壓 https://www.nashnova.com/zh-hant/feed/special/japans-june-ppi-rises-7-1-percent-yoy-fastest-pace-since-early-2023-6113 NashNova zh-tw 2026-07-10T00:17:04.970Z 日本6月PPI同比漲7.1%，創2023年初以來最快 https://www.nashnova.com/zh-hant/feed/special/away-from-musk-etf-files-for-listing-6112 NashNova zh-tw 2026-07-10T00:07:11.499Z 「遠離馬斯克」ETF申請上市 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-the-key-question-in-ai-investment-has-shifted-from-whether-to-invest-to-6111 NashNova zh-tw 2026-07-09T23:47:17.539Z 摩根大通：AI投資關鍵已從「投不投」轉向「怎麼投」 https://www.nashnova.com/zh-hant/feed/special/chinas-hidden-debt-cleanup-nears-completion-fiscal-focus-may-shift-toward-growth-6110 NashNova zh-tw 2026-07-09T23:28:28.866Z 中國隱性債務清理近尾聲，財政重心或轉向增長 https://www.nashnova.com/zh-hant/feed/special/nexchip-lists-in-hong-kong-raising-890m-to-test-chip-stock-demand-6109 NashNova zh-tw 2026-07-09T23:27:00.622Z 晶合集成港股上市，募資8.9億美元測試晶片股需求 https://www.nashnova.com/zh-hant/feed/special/murati-departs-over-chronic-illness-openai-leadership-shaken-again-ahead-of-ipo-6108 NashNova zh-tw 2026-07-09T23:22:10.752Z 西莫因慢性病離職，OpenAI IPO前管理層再生變 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NashNova zh-tw 2026-07-09T19:16:44.020Z 標普500悄然逼近歷史高點 https://www.nashnova.com/zh-hant/feed/special/bank-of-england-chief-economist-interest-rates-need-to-rise-6096 NashNova zh-tw 2026-07-09T19:06:48.433Z 英國央行首席經濟學家：利率需要上升 https://www.nashnova.com/zh-hant/feed/special/war-driven-inflation-fears-fail-to-shake-treasury-yield-expectations-6095 NashNova zh-tw 2026-07-09T19:02:34.550Z 戰爭通膨憂慮難撼美債收益率預期 https://www.nashnova.com/zh-hant/feed/special/anthropic-introduces-usage-based-pricing-for-claude-fable-5-6094 NashNova zh-tw 2026-07-09T18:42:23.118Z Anthropic對Claude Fable 5實施按量計費 https://www.nashnova.com/zh-hant/feed/special/bitcoin-etfs-and-private-credit-face-simultaneous-redemption-pressure-6093 NashNova zh-tw 2026-07-09T18:22:17.201Z 比特幣ETF與私募信貸同步遭遇贖回壓力 https://www.nashnova.com/zh-hant/feed/special/ai-budget-expansion-squeezes-traditional-saas-market-share-6092 NashNova zh-tw 2026-07-09T17:47:17.665Z AI預算擴張擠壓傳統SaaS份額 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https://www.nashnova.com/zh-hant/feed/special/meta-ai-muse-spark-1-1-6069 NashNova zh-tw 2026-07-09T14:18:56.314Z Meta首推付費AI模型Muse Spark 1.1進軍編程市場