https://www.nashnova.com/feed/special/asml-earnings-preview-capacity-guidance-holds-the-key-to-chip-stock-confidence-14839 nashnova en 2026-10-13T09:21:38.656Z ASML Earnings Preview: Capacity Guidance Holds the Key to Chip Stock Confidence https://www.nashnova.com/feed/special/fed-governor-waller-rising-long-end-yields-effectively-serve-a-tightening-14838 nashnova en 2026-10-13T09:20:13.380Z Fed Governor Waller: Rising Long-End Yields Effectively Serve a Tightening Function https://www.nashnova.com/feed/special/u-s-cftc-allegedly-ordered-to-withdraw-suspicious-oil-trade-analysis-report-14837 nashnova en 2026-10-13T09:18:13.751Z U.S. CFTC Allegedly Ordered to Withdraw Suspicious Oil Trade Analysis Report https://www.nashnova.com/feed/special/bond-hedging-function-weakens-as-asian-institutional-capital-accelerates-into-14836 nashnova en 2026-10-13T09:16:55.432Z Bond Hedging Function Weakens as Asian Institutional Capital Accelerates into Hedge Funds https://www.nashnova.com/feed/special/sources-boj-leaning-against-consecutive-rate-hike-in-october-earliest-action-in-14835 nashnova en 2026-10-13T09:15:35.626Z Sources: BOJ Leaning Against Consecutive Rate Hike in October, Earliest Action in December https://www.nashnova.com/feed/special/samsung-sends-yield-engineers-to-texas-to-prepare-for-2nm-mass-production-14834 nashnova en 2026-10-13T09:05:52.238Z Samsung Sends Yield Engineers to Texas to Prepare for 2nm Mass Production https://www.nashnova.com/feed/special/roche-licenses-chinese-obesity-rnai-therapy-in-deal-worth-up-to-1-16-billion-14833 nashnova en 2026-10-13T09:05:10.451Z Roche Licenses Chinese Obesity RNAi Therapy in Deal Worth Up to $1.16 Billion https://www.nashnova.com/feed/special/global-banking-regulators-intensify-ai-risk-scrutiny-focusing-on-cybersecurity-14832 nashnova en 2026-10-13T09:00:35.864Z Global Banking Regulators Intensify AI Risk Scrutiny, Focusing on Cybersecurity and Autonomous System Failures https://www.nashnova.com/feed/special/hong-kong-stocks-oct-13-close-hsi-up-0-3-percent-oil-and-shipping-strengthen-ai-14831 nashnova en 2026-10-13T08:54:00.501Z Hong Kong Stocks Oct 13 Close: HSI Up 0.3%, Oil & Shipping Strengthen, AI Hardware & Pharma Under Pressure https://www.nashnova.com/feed/special/bofa-survey-fund-managers-tech-overweight-rises-to-highest-since-2020-14830 nashnova en 2026-10-13T08:39:59.069Z BofA Survey: Fund Managers' Tech Overweight Rises to Highest Since 2020 https://www.nashnova.com/feed/special/ai-demand-squeezes-taiwan-passive-component-capacity-yageo-and-walsin-post-14829 nashnova en 2026-10-13T07:52:47.000Z AI Demand Squeezes Taiwan Passive Component Capacity; Yageo and Walsin Post Record Revenue Amid Looming Price Hikes https://www.nashnova.com/feed/special/asml-unveils-hyper-na-euv-technology-enabling-5nm-patterning-in-a-single-14828 nashnova en 2026-10-13T07:51:27.089Z ASML Unveils Hyper NA EUV Technology, Enabling 5nm Patterning in a Single Exposure https://www.nashnova.com/feed/special/chinas-september-exports-expected-to-rise-25-5-percent-yoy-trade-surplus-likely-14827 nashnova en 2026-10-13T07:50:07.038Z China's September Exports Expected to Rise 25.5% YoY, Trade Surplus Likely to Narrow Slightly https://www.nashnova.com/feed/special/imf-forecasts-boj-will-gradually-raise-rates-toward-neutral-14826 nashnova en 2026-10-13T07:46:48.957Z IMF Forecasts BOJ Will Gradually Raise Rates Toward Neutral https://www.nashnova.com/feed/special/cathie-wood-memory-chip-cycle-is-treacherous-chinas-capacity-expansion-will-14825 nashnova en 2026-10-13T07:45:53.531Z Cathie Wood: Memory Chip Cycle Is Treacherous, China's Capacity Expansion Will Amplify Volatility https://www.nashnova.com/feed/special/south-korean-president-lee-jae-myung-rate-hike-is-almost-a-certainty-14824 nashnova en 2026-10-13T07:44:50.164Z South Korean President Lee Jae-myung: Rate Hike Is Almost a Certainty https://www.nashnova.com/feed/special/blackstones-airtrunk-postpones-singapore-ipo-amid-market-volatility-and-interest-14823 nashnova en 2026-10-13T07:35:38.737Z Blackstone's AirTrunk Postpones Singapore IPO Amid Market Volatility and Interest Rate Uncertainty https://www.nashnova.com/feed/special/amec-chairman-warns-of-ai-bubble-plans-13-billion-yuan-r-and-d-investment-over-14822 nashnova en 2026-10-13T07:30:35.467Z AMEC Chairman Warns of AI Bubble, Plans 13 Billion Yuan R&D Investment Over Five Years to Develop 100 Equipment Models https://www.nashnova.com/feed/special/ntt-data-plans-to-build-anthropics-first-japan-data-center-in-osaka-14821 nashnova en 2026-10-13T07:14:52.002Z NTT Data Plans to Build Anthropic's First Japan Data Center in Osaka https://www.nashnova.com/feed/special/u-s-major-banks-kick-off-q3-earnings-season-ai-stock-concentration-and-inflation-14820 nashnova en 2026-10-13T07:05:30.555Z U.S. Major Banks Kick Off Q3 Earnings Season: AI Stock Concentration and Inflation Take Center Stage https://www.nashnova.com/feed/special/hua-hong-semiconductor-signs-agreements-with-four-domestic-equipment-suppliers-14819 nashnova en 2026-10-13T06:56:19.380Z Hua Hong Semiconductor Signs Agreements with Four Domestic Equipment Suppliers, Discloses 2030 Specialty Process Market Share Targets https://www.nashnova.com/feed/special/huawei-foldable-phone-cumulative-shipments-exceed-20-million-china-market-share-14818 nashnova en 2026-10-13T06:55:00.439Z Huawei Foldable Phone Cumulative Shipments Exceed 20 Million, China Market Share to Surpass 70% in H1 2026 https://www.nashnova.com/feed/special/anthropic-warns-small-ai-models-could-self-replicate-and-spread-within-months-14817 nashnova en 2026-10-13T06:40:12.032Z Anthropic Warns: Small AI Models Could Self-Replicate and Spread Within Months https://www.nashnova.com/feed/special/deutsche-bank-global-wafer-fab-equipment-spending-could-reach-270-billion-by-14816 nashnova en 2026-10-13T06:30:59.875Z Deutsche Bank: Global Wafer Fab Equipment Spending Could Reach $270 Billion by 2028 https://www.nashnova.com/feed/special/global-chip-stocks-hit-by-sell-off-as-doubts-over-ai-investment-returns-14814 nashnova en 2026-10-13T06:25:30.590Z Global Chip Stocks Hit by Sell-Off as Doubts Over AI Investment Returns Intensify https://www.nashnova.com/feed/special/openai-in-talks-to-acquire-startup-to-revive-sora-video-generation-business-14813 nashnova en 2026-10-13T06:20:21.751Z OpenAI in Talks to Acquire Startup to Revive Sora Video Generation Business https://www.nashnova.com/feed/special/polysilicon-leader-sets-price-floor-at-43-000-yuan-ton-granular-silicon-still-14812 nashnova en 2026-10-13T06:01:34.165Z Polysilicon Leader Sets Price Floor at 43,000 Yuan/Ton; Granular Silicon Still Needs to Catch Up https://www.nashnova.com/feed/special/nvidias-china-ai-chip-market-share-drops-to-34-percent-as-huawei-closes-in-at-28-14811 nashnova en 2026-10-13T06:00:18.875Z Nvidia's China AI Chip Market Share Drops to 34% as Huawei Closes In at 28% https://www.nashnova.com/feed/special/global-pc-shipments-plunge-over-20-percent-yoy-in-q3-as-ai-competes-for-14810 nashnova en 2026-10-13T05:25:53.613Z Global PC Shipments Plunge Over 20% YoY in Q3 as AI Competes for Component Supply Chain https://www.nashnova.com/feed/special/blackstones-gray-bets-on-power-defense-and-life-sciences-14809 nashnova en 2026-10-13T05:20:32.625Z Blackstone's Gray Bets on Power, Defense, and Life Sciences https://www.nashnova.com/feed/special/taiwan-ai-server-supply-chain-divergence-ccl-leads-gains-pcb-posts-first-decline-14808 nashnova en 2026-10-13T05:16:56.171Z Taiwan AI Server Supply Chain Divergence: CCL Leads Gains, PCB Posts First Decline https://www.nashnova.com/feed/special/zuckerberg-meta-glasses-to-become-pure-multimodal-device-ai-generated-content-to-14807 nashnova en 2026-10-13T05:04:57.305Z Zuckerberg: Meta Glasses to Become Pure Multimodal Device, AI-Generated Content to Replace Apps https://www.nashnova.com/feed/special/over-10-supertankers-reverse-course-as-fujairah-ship-to-ship-transfer-operations-14806 nashnova en 2026-10-13T04:50:32.955Z Over 10 Supertankers Reverse Course as Fujairah Ship-to-Ship Transfer Operations Come Under Pressure https://www.nashnova.com/feed/special/visa-approved-to-prepare-bank-card-clearing-operations-in-china-catching-up-with-14805 nashnova en 2026-10-13T04:40:03.019Z Visa Approved to Prepare Bank Card Clearing Operations in China, Catching Up with Mastercard and American Express https://www.nashnova.com/feed/special/haidilao-provides-100-million-yuan-short-term-loan-to-founder-zhang-yong-14804 nashnova en 2026-10-13T04:35:37.004Z Haidilao Provides 100 Million Yuan Short-Term Loan to Founder Zhang Yong https://www.nashnova.com/feed/special/cicc-chinese-major-bank-stocks-deliver-32-percent-ytd-returns-outperforming-14803 nashnova en 2026-10-13T04:21:35.285Z CICC: Chinese Major Bank Stocks Deliver 32% YTD Returns, Outperforming Global Peers https://www.nashnova.com/feed/special/micron-authorizes-record-35-1-billion-share-buyback-launching-december-9-14802 nashnova en 2026-10-13T04:20:03.236Z Micron Authorizes Record $35.1 Billion Share Buyback, Launching December 9 https://www.nashnova.com/feed/special/gac-takes-over-faws-toyota-jv-stake-consolidating-toyota-chinas-dual-joint-14801 nashnova en 2026-10-13T03:46:06.481Z GAC Takes Over FAW's Toyota JV Stake, Consolidating Toyota China's Dual Joint Venture Structure https://www.nashnova.com/feed/special/chinas-five-major-futures-exchanges-plan-to-tighten-quantitative-trading-14800 nashnova en 2026-10-13T03:44:50.834Z China's Five Major Futures Exchanges Plan to Tighten Quantitative Trading Regulations https://www.nashnova.com/feed/special/chinese-tech-firms-still-buying-nvidia-chips-in-bulk-domestic-substitution-gap-14799 nashnova en 2026-10-13T03:40:39.293Z Chinese Tech Firms Still Buying Nvidia Chips in Bulk; Domestic Substitution Gap May Persist Until 2030 https://www.nashnova.com/feed/special/imf-warns-sovereign-bond-yields-could-spike-in-disorderly-fashion-bank-stress-14798 nashnova en 2026-10-13T03:30:49.164Z IMF Warns Sovereign Bond Yields Could Spike in Disorderly Fashion, Bank Stress Test Results Deteriorate https://www.nashnova.com/feed/special/microsoft-reorganizes-azure-cloud-division-accelerating-ai-strategy-integration-14797 nashnova en 2026-10-13T03:05:45.596Z Microsoft Reorganizes Azure Cloud Division, Accelerating AI Strategy Integration https://www.nashnova.com/feed/special/safe-haven-demand-lifts-treasuries-as-markets-reopen-after-holiday-10-year-yield-14796 nashnova en 2026-10-13T03:04:41.840Z Safe-Haven Demand Lifts Treasuries as Markets Reopen After Holiday; 10-Year Yield Falls 5 Basis Points https://www.nashnova.com/feed/special/bofa-raises-tsmc-price-target-to-620-as-2nm-ramp-up-boosts-earnings-outlook-14795 nashnova en 2026-10-13T02:46:00.364Z BofA Raises TSMC Price Target to $620 as 2nm Ramp-Up Boosts Earnings Outlook https://www.nashnova.com/feed/special/musks-terafab-in-talks-with-tsmc-all-three-cooperation-paths-face-major-14794 nashnova en 2026-10-13T02:27:01.975Z Musk's TeraFab in Talks with TSMC: All Three Cooperation Paths Face Major Obstacles https://www.nashnova.com/feed/special/chinas-ai-revenue-only-one-tenth-of-the-u-s-monetization-gap-becomes-apparent-14793 nashnova en 2026-10-13T02:25:37.440Z China's AI Revenue Only One-Tenth of the U.S., Monetization Gap Becomes Apparent https://www.nashnova.com/feed/special/japans-september-ppi-rises-6-8-percent-yoy-easing-short-term-rate-hike-pressure-14792 nashnova en 2026-10-13T02:14:54.580Z Japan's September PPI Rises 6.8% YoY, Easing Short-Term Rate Hike Pressure on BOJ https://www.nashnova.com/feed/special/mainland-funds-net-bought-hong-kong-stocks-for-four-consecutive-months-with-over-14791 nashnova en 2026-10-13T02:10:42.799Z Mainland Funds Net Bought Hong Kong Stocks for Four Consecutive Months, with Over HK$60 Billion Net Inflow in September https://www.nashnova.com/feed/special/imf-cuts-chinas-2026-gdp-forecast-to-4-5-percent-14790 nashnova en 2026-10-13T02:09:52.682Z IMF Cuts China's 2026 GDP Forecast to 4.5% https://www.nashnova.com/feed/special/morgan-stanley-maintains-overweight-rating-on-tencent-with-hk-550-target-price-14789 nashnova en 2026-10-13T01:35:31.856Z Morgan Stanley Maintains Overweight Rating on Tencent with HK$550 Target Price https://www.nashnova.com/feed/special/goldman-sachs-bond-volatility-converging-european-equities-and-russell-2000-may-14788 nashnova en 2026-10-13T01:10:23.130Z Goldman Sachs: Bond Volatility Converging — European Equities and Russell 2000 May Face Short Squeeze https://www.nashnova.com/feed/special/china-competition-broadcom-ceo-warning-double-blow-sends-korean-chip-stocks-down-14787 nashnova en 2026-10-13T00:50:09.636Z China Competition + Broadcom CEO Warning: Double Blow Sends Korean Chip Stocks Down for Fifth Straight Day https://www.nashnova.com/feed/special/goldman-sachs-institutions-rush-into-value-stocks-as-tech-funding-sharply-14786 nashnova en 2026-10-13T00:45:46.393Z Goldman Sachs: Institutions Rush into Value Stocks as Tech Funding Sharply Reverses https://www.nashnova.com/feed/special/middle-east-conflict-heightens-inflation-expectations-gold-under-pressure-14785 nashnova en 2026-10-13T00:20:07.745Z Middle East Conflict Heightens Inflation Expectations, Gold Under Pressure Hovering Around $4,170 https://www.nashnova.com/feed/special/nev-export-tax-rebate-rate-to-drop-to-9-percent-by-2027-biren-technology-places-14784 nashnova en 2026-10-12T23:30:07.915Z NEV Export Tax Rebate Rate to Drop to 9% by 2027; Biren Technology Places 130 Million Shares https://www.nashnova.com/feed/special/goldman-sachs-rmb-undervalued-by-20-percent-25-percent-appreciation-potential-14783 nashnova en 2026-10-12T23:26:52.463Z Goldman Sachs: RMB Undervalued by 20%-25%, Appreciation Potential Severely Underestimated by the Market https://www.nashnova.com/feed/special/new-world-development-receives-quasi-bailout-from-hong-kong-government-cheng-14782 nashnova en 2026-10-12T23:25:31.829Z New World Development Receives Quasi-Bailout from Hong Kong Government; Cheng Family Seeks Three-Year Restructuring Window https://www.nashnova.com/feed/special/crude-oil-prices-continue-to-rise-as-escalating-middle-east-conflict-threatens-14781 nashnova en 2026-10-12T22:20:17.554Z Crude Oil Prices Continue to Rise as Escalating Middle East Conflict Threatens Supply https://www.nashnova.com/feed/special/bofa-bullish-on-copper-and-uranium-high-rates-weigh-on-gold-14780 nashnova en 2026-10-12T22:09:59.852Z BofA Bullish on Copper and Uranium, High Rates Weigh on Gold https://www.nashnova.com/feed/special/blackrock-upgrades-short-term-u-s-treasuries-and-downgrades-u-s-equities-14779 nashnova en 2026-10-12T22:00:00.689Z BlackRock Upgrades Short-Term U.S. Treasuries and Downgrades U.S. Equities https://www.nashnova.com/feed/special/goldman-sachs-compute-scarcity-grants-valuation-premium-to-hyperscale-cloud-14778 nashnova en 2026-10-12T21:55:17.944Z Goldman Sachs: Compute Scarcity Grants Valuation Premium to Hyperscale Cloud Providers https://www.nashnova.com/feed/special/starlink-expansion-may-squeeze-iphone-subsidies-posing-potential-risk-to-apple-14777 nashnova en 2026-10-12T21:25:16.788Z Starlink Expansion May Squeeze iPhone Subsidies, Posing Potential Risk to Apple https://www.nashnova.com/feed/special/applied-materials-invests-5-billion-to-build-epic-ai-chip-r-and-d-center-14776 nashnova en 2026-10-12T21:00:03.198Z Applied Materials Invests $5 Billion to Build EPIC AI Chip R&D Center https://www.nashnova.com/feed/special/nvidia-and-cisco-launch-usfp-a-new-400gb-s-optical-transceiver-standard-14775 nashnova en 2026-10-12T20:35:15.221Z NVIDIA and Cisco Launch USFP, a New 400Gb/s Optical Transceiver Standard https://www.nashnova.com/feed/special/goldman-sachs-ai-drives-up-consumer-electronics-prices-pushing-core-pce-0-3-14774 nashnova en 2026-10-12T20:25:40.126Z Goldman Sachs: AI Drives Up Consumer Electronics Prices, Pushing Core PCE 0.3 Percentage Points Above Expectations https://www.nashnova.com/feed/special/jpmorgan-and-goldman-sachs-cut-underwriting-exposure-to-volta-ais-5-billion-loan-14773 nashnova en 2026-10-12T19:10:10.777Z JPMorgan and Goldman Sachs Cut Underwriting Exposure to Volta AI's $5 Billion Loan https://www.nashnova.com/feed/special/us-dollar-index-approaches-18-month-high-ahead-of-us-cpi-data-14772 nashnova en 2026-10-12T18:50:05.561Z US Dollar Index Approaches 18-Month High Ahead of US CPI Data https://www.nashnova.com/feed/special/wall-street-strategists-turn-bullish-on-duration-after-bond-selloff-14771 nashnova en 2026-10-12T18:10:37.353Z Wall Street Strategists Turn Bullish on Duration After Bond Selloff https://www.nashnova.com/feed/special/ubs-lam-research-texas-instruments-and-western-digital-expected-to-deliver-14770 nashnova en 2026-10-12T18:00:13.281Z UBS: Lam Research, Texas Instruments, and Western Digital Expected to Deliver Strong Q3 Earnings https://www.nashnova.com/feed/special/bofa-rise-of-ai-interfaces-threatens-software-vendors-microsoft-salesforce-14769 nashnova en 2026-10-12T17:35:06.113Z BofA: Rise of AI Interfaces Threatens Software Vendors; Microsoft, Salesforce, ServiceNow Each Have Different Responses https://www.nashnova.com/feed/special/cleveland-fed-president-hammack-maintaining-restrictive-rate-stance-to-suppress-14768 nashnova en 2026-10-12T17:05:44.016Z Cleveland Fed President Hammack: Maintaining Restrictive Rate Stance to Suppress Inflation https://www.nashnova.com/feed/special/meta-releases-two-new-models-zuckerberg-says-muse-wonder-is-larger-and-more-14767 nashnova en 2026-10-12T17:04:43.634Z Meta Releases Two New Models; Zuckerberg Says Muse Wonder Is Larger and More Advanced https://www.nashnova.com/feed/special/global-smartphone-q3-shipments-hit-14-year-low-for-the-period-14766 nashnova en 2026-10-12T16:49:56.878Z Global Smartphone Q3 Shipments Hit 14-Year Low for the Period https://www.nashnova.com/feed/special/marvell-launches-second-gen-cxl-memory-expander-supporting-up-to-9tb-per-14765 nashnova en 2026-10-12T16:27:01.139Z Marvell Launches Second-Gen CXL Memory Expander, Supporting Up to 9TB Per Controller https://www.nashnova.com/feed/special/amd-launches-helion-agentic-ai-rack-supporting-up-to-32-000-cpu-cores-14764 nashnova en 2026-10-12T16:25:34.980Z AMD Launches Helion Agentic AI Rack Supporting Up to 32,000 CPU Cores https://www.nashnova.com/feed/special/lvmh-q3-organic-revenue-grows-1-percent-missing-analyst-expectations-14763 nashnova en 2026-10-12T15:54:40.587Z LVMH Q3 Organic Revenue Grows 1%, Missing Analyst Expectations https://www.nashnova.com/feed/special/bofa-treasury-short-positions-stretched-to-extremes-cpi-could-be-the-catalyst-14762 nashnova en 2026-10-12T15:30:10.509Z BofA: Treasury Short Positions Stretched to Extremes, CPI Could Be the Catalyst for Unwinding https://www.nashnova.com/feed/special/iphone-duo-orders-raised-30-percent-to-10-million-units-pro-max-also-revised-up-14761 nashnova en 2026-10-12T15:15:07.939Z iPhone Duo Orders Raised 30% to ~10 Million Units, Pro Max Also Revised Up https://www.nashnova.com/feed/special/u-s-bankruptcy-filings-up-11-percent-yoy-in-first-three-quarters-small-business-14760 nashnova en 2026-10-12T14:50:19.603Z U.S. Bankruptcy Filings Up 11% YoY in First Three Quarters, Small Business Filings Surge 46% https://www.nashnova.com/feed/special/morgan-stanley-800v-power-delay-overblown-ocp-summit-may-catalyze-semiconductor-14759 nashnova en 2026-10-12T14:46:30.670Z Morgan Stanley: 800V Power Delay Overblown, OCP Summit May Catalyze Semiconductor Stocks https://www.nashnova.com/feed/special/u-s-mortgage-bond-funds-hit-by-worst-outflows-since-2021-14758 nashnova en 2026-10-12T14:45:02.351Z U.S. Mortgage Bond Funds Hit by Worst Outflows Since 2021 https://www.nashnova.com/feed/special/wells-fargo-double-downgrades-adobe-to-sell-as-growth-cracks-emerge-14757 nashnova en 2026-10-12T14:24:53.073Z Wells Fargo Double-Downgrades Adobe to Sell as Growth Cracks Emerge https://www.nashnova.com/feed/special/goldman-sachs-acquires-neos-for-2-3-billion-as-tax-optimized-etfs-face-14756 nashnova en 2026-10-12T14:20:26.203Z Goldman Sachs Acquires Neos for $2.3 Billion as Tax-Optimized ETFs Face Regulatory Scrutiny https://www.nashnova.com/feed/special/european-natural-gas-nears-early-2023-highs-as-citi-turns-bearish-with-56-target-14755 nashnova en 2026-10-12T13:36:15.430Z European Natural Gas Nears Early 2023 Highs as Citi Turns Bearish With €56 Target https://www.nashnova.com/feed/special/guosheng-securities-three-marginal-changes-support-post-holiday-bond-market-14754 nashnova en 2026-10-12T13:35:12.901Z Guosheng Securities: Three Marginal Changes Support Post-Holiday Bond Market Strength https://www.nashnova.com/feed/special/u-s-economic-surprise-index-turns-negative-as-consumer-spending-concerns-14753 nashnova en 2026-10-12T13:29:57.936Z U.S. Economic Surprise Index Turns Negative as Consumer Spending Concerns Intensify https://www.nashnova.com/feed/special/u-s-stock-futures-slightly-diverge-as-oil-rebounds-and-memory-stocks-face-14752 nashnova en 2026-10-12T13:21:32.737Z U.S. Stock Futures Slightly Diverge as Oil Rebounds and Memory Stocks Face Selling Pressure https://www.nashnova.com/feed/special/microsoft-accelerates-custom-maia-chip-development-to-reduce-reliance-on-nvidia-14751 nashnova en 2026-10-12T13:20:02.694Z Microsoft Accelerates Custom Maia Chip Development to Reduce Reliance on NVIDIA GPUs https://www.nashnova.com/feed/special/oil-bond-decoupling-strips-macro-investors-of-a-forward-looking-anchor-14750 nashnova en 2026-10-12T12:55:48.791Z Oil-Bond Decoupling Strips Macro Investors of a Forward-Looking Anchor https://www.nashnova.com/feed/special/salesforce-acquires-ai-analytics-platform-loops-integrating-technology-into-14749 nashnova en 2026-10-12T12:49:43.039Z Salesforce Acquires AI Analytics Platform Loops, Integrating Technology into Tableau https://www.nashnova.com/feed/special/french-government-bond-spreads-widen-but-contagion-remains-contained-high-rate-14748 nashnova en 2026-10-12T12:41:14.689Z French Government Bond Spreads Widen but Contagion Remains Contained; High-Rate Pressure May Persist Long Term https://www.nashnova.com/feed/special/brent-spot-price-surges-to-150-spread-with-futures-widens-to-45-14747 nashnova en 2026-10-12T12:39:52.958Z Brent Spot Price Surges to $150, Spread with Futures Widens to $45 https://www.nashnova.com/feed/special/tesla-robotaxi-caught-speeding-in-school-zones-drawing-u-s-regulatory-14746 nashnova en 2026-10-12T12:35:07.114Z Tesla Robotaxi Caught Speeding in School Zones, Drawing U.S. Regulatory Investigation https://www.nashnova.com/feed/special/indias-september-cpi-rises-to-5-54-percent-yoy-multiple-institutions-expect-rbi-14745 nashnova en 2026-10-12T12:25:03.410Z India's September CPI Rises to 5.54% YoY, Multiple Institutions Expect RBI to Continue Raising Rates https://www.nashnova.com/feed/special/wall-street-analyst-ratings-roundup-nvidia-apple-spacex-and-others-reiterated-as-14744 nashnova en 2026-10-12T12:20:27.220Z Wall Street Analyst Ratings Roundup: NVIDIA, Apple, SpaceX and Others Reiterated as Buy https://www.nashnova.com/feed/special/micron-q4-revenue-surges-379-percent-yoy-full-year-revenue-hits-all-time-high-14743 nashnova en 2026-10-12T12:15:54.134Z Micron Q4 Revenue Surges 379% YoY, Full-Year Revenue Hits All-Time High https://www.nashnova.com/feed/special/bofa-upgrades-salesforce-to-buy-raises-price-target-from-160-to-285-14742 nashnova en 2026-10-12T11:29:44.066Z BofA Upgrades Salesforce to Buy, Raises Price Target from $160 to $285 https://www.nashnova.com/feed/special/bristol-myers-squibb-hits-primary-endpoints-in-two-phase-3-trials-shares-up-14741 nashnova en 2026-10-12T11:24:52.468Z Bristol-Myers Squibb Hits Primary Endpoints in Two Phase 3 Trials, Shares Up Nearly 6% Premarket https://www.nashnova.com/feed/special/u-s-earnings-season-kicks-off-year-end-rally-hinges-on-profit-delivery-14740 nashnova en 2026-10-12T11:21:50.738Z U.S. Earnings Season Kicks Off: Year-End Rally Hinges on Profit Delivery https://www.nashnova.com/zh/feed/special/deutsche-bank-global-wafer-fab-equipment-spending-could-reach-270-billion-by-14816 nashnova zh-cn 2026-10-13T06:30:59.875Z 德银:2028年全球晶圆厂设备支出或达2700亿美元 https://www.nashnova.com/zh/feed/special/germanys-september-cpi-rises-to-3-3-percent-as-energy-price-surge-hits-near-14815 nashnova zh-cn 2026-10-13T06:29:52.438Z 德国9月CPI升至3.3%,能源价格涨幅创近三年新高 https://www.nashnova.com/zh/feed/special/global-chip-stocks-hit-by-sell-off-as-doubts-over-ai-investment-returns-14814 nashnova zh-cn 2026-10-13T06:25:30.590Z 全球芯片股遭抛售,AI投资回报疑虑升温 https://www.nashnova.com/zh/feed/special/openai-in-talks-to-acquire-startup-to-revive-sora-video-generation-business-14813 nashnova zh-cn 2026-10-13T06:20:21.751Z OpenAI洽购初创公司重启Sora视频生成业务 https://www.nashnova.com/zh/feed/special/polysilicon-leader-sets-price-floor-at-43-000-yuan-ton-granular-silicon-still-14812 nashnova zh-cn 2026-10-13T06:01:34.165Z 硅料龙头划定4.3万元/吨价格底线,颗粒硅仍需补涨 https://www.nashnova.com/zh/feed/special/nvidias-china-ai-chip-market-share-drops-to-34-percent-as-huawei-closes-in-at-28-14811 nashnova zh-cn 2026-10-13T06:00:18.875Z 英伟达中国AI芯片份额降至34% 华为追至28% https://www.nashnova.com/zh/feed/special/global-pc-shipments-plunge-over-20-percent-yoy-in-q3-as-ai-competes-for-14810 nashnova zh-cn 2026-10-13T05:25:53.613Z 全球PC出货量三季度同比跌逾20%,AI抢占零部件供应链 https://www.nashnova.com/zh/feed/special/blackstones-gray-bets-on-power-defense-and-life-sciences-14809 nashnova zh-cn 2026-10-13T05:20:32.625Z 黑石格雷押注电力、国防与生命科学 https://www.nashnova.com/zh/feed/special/taiwan-ai-server-supply-chain-divergence-ccl-leads-gains-pcb-posts-first-decline-14808 nashnova zh-cn 2026-10-13T05:16:56.171Z 台湾AI服务器供应链景气分化:CCL领涨,PCB现首降 https://www.nashnova.com/zh/feed/special/zuckerberg-meta-glasses-to-become-pure-multimodal-device-ai-generated-content-to-14807 nashnova zh-cn 2026-10-13T05:04:57.305Z 扎克伯格:Meta眼镜将成纯多模态设备,AI直接生成内容取代App https://www.nashnova.com/zh/feed/special/over-10-supertankers-reverse-course-as-fujairah-ship-to-ship-transfer-operations-14806 nashnova zh-cn 2026-10-13T04:50:32.955Z 逾10艘超级油轮掉头,富查伊拉海上接驳模式承压 https://www.nashnova.com/zh/feed/special/visa-approved-to-prepare-bank-card-clearing-operations-in-china-catching-up-with-14805 nashnova zh-cn 2026-10-13T04:40:03.019Z Visa获批在华筹备银行卡清算业务,追赶万事达卡和美国运通 https://www.nashnova.com/zh/feed/special/haidilao-provides-100-million-yuan-short-term-loan-to-founder-zhang-yong-14804 nashnova zh-cn 2026-10-13T04:35:37.004Z 海底捞向创始人张勇提供1亿元短期贷款 https://www.nashnova.com/zh/feed/special/cicc-chinese-major-bank-stocks-deliver-32-percent-ytd-returns-outperforming-14803 nashnova zh-cn 2026-10-13T04:21:35.285Z 中金:中国大型银行股年内回报达32%,跑赢海外同业 https://www.nashnova.com/zh/feed/special/micron-authorizes-record-35-1-billion-share-buyback-launching-december-9-14802 nashnova zh-cn 2026-10-13T04:20:03.236Z 美光授权创纪录351亿美元股票回购,12月9日启动 https://www.nashnova.com/zh/feed/special/gac-takes-over-faws-toyota-jv-stake-consolidating-toyota-chinas-dual-joint-14801 nashnova zh-cn 2026-10-13T03:46:06.481Z 广汽接管一汽丰田股权,统合丰田中国双合资架构 https://www.nashnova.com/zh/feed/special/chinas-five-major-futures-exchanges-plan-to-tighten-quantitative-trading-14800 nashnova zh-cn 2026-10-13T03:44:50.834Z 中国五大期货交易所拟收紧量化交易监管 https://www.nashnova.com/zh/feed/special/chinese-tech-firms-still-buying-nvidia-chips-in-bulk-domestic-substitution-gap-14799 nashnova zh-cn 2026-10-13T03:40:39.293Z 中国科技企业仍大量购入英伟达芯片,国产替代缺口或延续至2030年 https://www.nashnova.com/zh/feed/special/imf-warns-sovereign-bond-yields-could-spike-in-disorderly-fashion-bank-stress-14798 nashnova zh-cn 2026-10-13T03:30:49.164Z IMF警告主权债收益率或无序飙升,银行压力测试恶化 https://www.nashnova.com/zh/feed/special/microsoft-reorganizes-azure-cloud-division-accelerating-ai-strategy-integration-14797 nashnova zh-cn 2026-10-13T03:05:45.596Z 微软重组Azure云部门,AI战略整合提速 https://www.nashnova.com/zh/feed/special/safe-haven-demand-lifts-treasuries-as-markets-reopen-after-holiday-10-year-yield-14796 nashnova zh-cn 2026-10-13T03:04:41.840Z 假期后复市避险需求推升美债,10年期收益率跌5基点 https://www.nashnova.com/zh/feed/special/bofa-raises-tsmc-price-target-to-620-as-2nm-ramp-up-boosts-earnings-outlook-14795 nashnova zh-cn 2026-10-13T02:46:00.364Z 美银上调台积电目标价至620美元,2nm爬坡推高盈利预期 https://www.nashnova.com/zh/feed/special/musks-terafab-in-talks-with-tsmc-all-three-cooperation-paths-face-major-14794 nashnova zh-cn 2026-10-13T02:27:01.975Z 马斯克TeraFab与台积电谈判:三种合作路径均存重大障碍 https://www.nashnova.com/zh/feed/special/chinas-ai-revenue-only-one-tenth-of-the-u-s-monetization-gap-becomes-apparent-14793 nashnova zh-cn 2026-10-13T02:25:37.440Z 中国AI营收仅为美国一成,变现结构差距显现 https://www.nashnova.com/zh/feed/special/japans-september-ppi-rises-6-8-percent-yoy-easing-short-term-rate-hike-pressure-14792 nashnova zh-cn 2026-10-13T02:14:54.580Z 日本9月PPI同比升6.8%,日本央行短期加息压力减轻 https://www.nashnova.com/zh/feed/special/mainland-funds-net-bought-hong-kong-stocks-for-four-consecutive-months-with-over-14791 nashnova zh-cn 2026-10-13T02:10:42.799Z 内地资金连续四个月净买入港股,9月净流入逾600亿港元 https://www.nashnova.com/zh/feed/special/imf-cuts-chinas-2026-gdp-forecast-to-4-5-percent-14790 nashnova zh-cn 2026-10-13T02:09:52.682Z IMF下调中国2026年GDP预测至4.5% https://www.nashnova.com/zh/feed/special/morgan-stanley-maintains-overweight-rating-on-tencent-with-hk-550-target-price-14789 nashnova zh-cn 2026-10-13T01:35:31.856Z 摩根士丹利维持腾讯增持评级 目标价550港元 https://www.nashnova.com/zh/feed/special/goldman-sachs-bond-volatility-converging-european-equities-and-russell-2000-may-14788 nashnova zh-cn 2026-10-13T01:10:23.130Z 高盛:债券波动收敛,欧洲股及罗素2000或现轧空行情 https://www.nashnova.com/zh/feed/special/china-competition-broadcom-ceo-warning-double-blow-sends-korean-chip-stocks-down-14787 nashnova zh-cn 2026-10-13T00:50:09.636Z 中国竞争+博通CEO警告双压 韩国芯片股连跌五日 https://www.nashnova.com/zh/feed/special/goldman-sachs-institutions-rush-into-value-stocks-as-tech-funding-sharply-14786 nashnova zh-cn 2026-10-13T00:45:46.393Z 高盛:机构争相涌入价值股,科技股资金急剧逆转 https://www.nashnova.com/zh/feed/special/middle-east-conflict-heightens-inflation-expectations-gold-under-pressure-14785 nashnova zh-cn 2026-10-13T00:20:07.745Z 中东冲突加剧通胀预期,黄金承压徘徊于4170美元附近 https://www.nashnova.com/zh/feed/special/nev-export-tax-rebate-rate-to-drop-to-9-percent-by-2027-biren-technology-places-14784 nashnova zh-cn 2026-10-12T23:30:07.915Z 新能源汽车出口退税率2027年降至9%,壁仞科技配售1.3亿股 https://www.nashnova.com/zh/feed/special/goldman-sachs-rmb-undervalued-by-20-percent-25-percent-appreciation-potential-14783 nashnova zh-cn 2026-10-12T23:26:52.463Z 高盛:人民币被低估20%-25%,升值空间被市场严重低估 https://www.nashnova.com/zh/feed/special/new-world-development-receives-quasi-bailout-from-hong-kong-government-cheng-14782 nashnova zh-cn 2026-10-12T23:25:31.829Z 新世界发展获港府准救助,郑氏家族争取三年重组窗口 https://www.nashnova.com/zh/feed/special/crude-oil-prices-continue-to-rise-as-escalating-middle-east-conflict-threatens-14781 nashnova zh-cn 2026-10-12T22:20:17.554Z 中东冲突扩大威胁供应,原油价格持续上涨 https://www.nashnova.com/zh/feed/special/bofa-bullish-on-copper-and-uranium-high-rates-weigh-on-gold-14780 nashnova zh-cn 2026-10-12T22:09:59.852Z 美银看多铜与铀,高利率压制黄金 https://www.nashnova.com/zh/feed/special/blackrock-upgrades-short-term-u-s-treasuries-and-downgrades-u-s-equities-14779 nashnova zh-cn 2026-10-12T22:00:00.689Z 贝莱德上调短期美债评级并下调美股 https://www.nashnova.com/zh/feed/special/goldman-sachs-compute-scarcity-grants-valuation-premium-to-hyperscale-cloud-14778 nashnova zh-cn 2026-10-12T21:55:17.944Z 高盛:算力稀缺性赋予超大规模云计算商估值溢价 https://www.nashnova.com/zh/feed/special/starlink-expansion-may-squeeze-iphone-subsidies-posing-potential-risk-to-apple-14777 nashnova zh-cn 2026-10-12T21:25:16.788Z 星链扩张或压缩iPhone补贴,苹果面临潜在风险 https://www.nashnova.com/zh/feed/special/applied-materials-invests-5-billion-to-build-epic-ai-chip-r-and-d-center-14776 nashnova zh-cn 2026-10-12T21:00:03.198Z 应用材料斥资50亿美元建EPIC AI芯片研发中心 https://www.nashnova.com/zh/feed/special/nvidia-and-cisco-launch-usfp-a-new-400gb-s-optical-transceiver-standard-14775 nashnova zh-cn 2026-10-12T20:35:15.221Z 英伟达联手思科推出400Gb/s光模块新标准USFP https://www.nashnova.com/zh/feed/special/goldman-sachs-ai-drives-up-consumer-electronics-prices-pushing-core-pce-0-3-14774 nashnova zh-cn 2026-10-12T20:25:40.126Z 高盛:AI推高消费电子价格,致核心PCE超预期0.3个百分点 https://www.nashnova.com/zh/feed/special/jpmorgan-and-goldman-sachs-cut-underwriting-exposure-to-volta-ais-5-billion-loan-14773 nashnova zh-cn 2026-10-12T19:10:10.777Z 摩根大通高盛削减Volta AI 50亿美元贷款承销敞口 https://www.nashnova.com/zh/feed/special/us-dollar-index-approaches-18-month-high-ahead-of-us-cpi-data-14772 nashnova zh-cn 2026-10-12T18:50:05.561Z 美元指数逼近18个月高位,等待美国CPI数据 https://www.nashnova.com/zh/feed/special/wall-street-strategists-turn-bullish-on-duration-after-bond-selloff-14771 nashnova zh-cn 2026-10-12T18:10:37.353Z 债市抛售后华尔街策略师转向看多久期 https://www.nashnova.com/zh/feed/special/ubs-lam-research-texas-instruments-and-western-digital-expected-to-deliver-14770 nashnova zh-cn 2026-10-12T18:00:13.281Z 瑞银:柯磊、德州仪器、西部数据Q3财报料强劲 https://www.nashnova.com/zh/feed/special/bofa-rise-of-ai-interfaces-threatens-software-vendors-microsoft-salesforce-14769 nashnova zh-cn 2026-10-12T17:35:06.113Z 美银:AI界面崛起威胁软件商,微软、Salesforce、ServiceNow各有应对 https://www.nashnova.com/zh/feed/special/cleveland-fed-president-hammack-maintaining-restrictive-rate-stance-to-suppress-14768 nashnova zh-cn 2026-10-12T17:05:44.016Z 克利夫兰联储主席哈马克:维持限制性利率立场以压制通胀 https://www.nashnova.com/zh/feed/special/meta-releases-two-new-models-zuckerberg-says-muse-wonder-is-larger-and-more-14767 nashnova zh-cn 2026-10-12T17:04:43.634Z Meta发布两款新模型,扎克伯格称Muse Wonder更大更先进 https://www.nashnova.com/zh/feed/special/global-smartphone-q3-shipments-hit-14-year-low-for-the-period-14766 nashnova zh-cn 2026-10-12T16:49:56.878Z 全球智能手机Q3出货量创14年同期最低 https://www.nashnova.com/zh/feed/special/marvell-launches-second-gen-cxl-memory-expander-supporting-up-to-9tb-per-14765 nashnova zh-cn 2026-10-12T16:27:01.139Z Marvell发布第二代CXL内存扩展器,单控最高支持9TB https://www.nashnova.com/zh/feed/special/amd-launches-helion-agentic-ai-rack-supporting-up-to-32-000-cpu-cores-14764 nashnova zh-cn 2026-10-12T16:25:34.980Z AMD推出Helion智能体AI机架,最高支持3.2万CPU核心 https://www.nashnova.com/zh/feed/special/lvmh-q3-organic-revenue-grows-1-percent-missing-analyst-expectations-14763 nashnova zh-cn 2026-10-12T15:54:40.587Z LVMH三季度有机营收增长1%,低于分析师预期 https://www.nashnova.com/zh/feed/special/bofa-treasury-short-positions-stretched-to-extremes-cpi-could-be-the-catalyst-14762 nashnova zh-cn 2026-10-12T15:30:10.509Z 美银:美债空头仓位持续拉伸,CPI或成触发平仓催化剂 https://www.nashnova.com/zh/feed/special/iphone-duo-orders-raised-30-percent-to-10-million-units-pro-max-also-revised-up-14761 nashnova zh-cn 2026-10-12T15:15:07.939Z iPhone Duo订单上调30%至约千万部,Pro Max同步上调 https://www.nashnova.com/zh/feed/special/u-s-bankruptcy-filings-up-11-percent-yoy-in-first-three-quarters-small-business-14760 nashnova zh-cn 2026-10-12T14:50:19.603Z 美国前三季度破产申请同比增11%,小企业激增46% https://www.nashnova.com/zh/feed/special/morgan-stanley-800v-power-delay-overblown-ocp-summit-may-catalyze-semiconductor-14759 nashnova zh-cn 2026-10-12T14:46:30.670Z 大摩:800V供电延迟被过度解读,OCP峰会或催化半导体股 https://www.nashnova.com/zh/feed/special/u-s-mortgage-bond-funds-hit-by-worst-outflows-since-2021-14758 nashnova zh-cn 2026-10-12T14:45:02.351Z 美国抵押贷款债券基金遭遇2021年来最严重资金外流 https://www.nashnova.com/zh/feed/special/wells-fargo-double-downgrades-adobe-to-sell-as-growth-cracks-emerge-14757 nashnova zh-cn 2026-10-12T14:24:53.073Z 富国银行双级下调Adobe至卖出,增长裂缝显现 https://www.nashnova.com/zh/feed/special/goldman-sachs-acquires-neos-for-2-3-billion-as-tax-optimized-etfs-face-14756 nashnova zh-cn 2026-10-12T14:20:26.203Z 高盛23亿美元收购Neos,税务优化ETF迎监管审视 https://www.nashnova.com/zh/feed/special/european-natural-gas-nears-early-2023-highs-as-citi-turns-bearish-with-56-target-14755 nashnova zh-cn 2026-10-12T13:36:15.430Z 欧洲天然气逼近2023年初高位,花旗看空至56欧元 https://www.nashnova.com/zh/feed/special/guosheng-securities-three-marginal-changes-support-post-holiday-bond-market-14754 nashnova zh-cn 2026-10-12T13:35:12.901Z 国盛证券:节后债市三项边际变化支撑走强 https://www.nashnova.com/zh/feed/special/u-s-economic-surprise-index-turns-negative-as-consumer-spending-concerns-14753 nashnova zh-cn 2026-10-12T13:29:57.936Z 美国经济意外指数转负,消费者支出隐忧加剧 https://www.nashnova.com/zh/feed/special/u-s-stock-futures-slightly-diverge-as-oil-rebounds-and-memory-stocks-face-14752 nashnova zh-cn 2026-10-12T13:21:32.737Z 美股期货小幅分化,油价反弹存储股承压 https://www.nashnova.com/zh/feed/special/microsoft-accelerates-custom-maia-chip-development-to-reduce-reliance-on-nvidia-14751 nashnova zh-cn 2026-10-12T13:20:02.694Z 微软加速自研Maia芯片,降低对英伟达GPU依赖 https://www.nashnova.com/zh/feed/special/oil-bond-decoupling-strips-macro-investors-of-a-forward-looking-anchor-14750 nashnova zh-cn 2026-10-12T12:55:48.791Z 石油与债券脱钩,宏观投资者失去前瞻锚点 https://www.nashnova.com/zh/feed/special/salesforce-acquires-ai-analytics-platform-loops-integrating-technology-into-14749 nashnova zh-cn 2026-10-12T12:49:43.039Z Salesforce收购AI分析平台Loops,技术并入Tableau https://www.nashnova.com/zh/feed/special/french-government-bond-spreads-widen-but-contagion-remains-contained-high-rate-14748 nashnova zh-cn 2026-10-12T12:41:14.689Z 法国国债利差扩大但传导受控,高利率压力或长期持续 https://www.nashnova.com/zh/feed/special/brent-spot-price-surges-to-150-spread-with-futures-widens-to-45-14747 nashnova zh-cn 2026-10-12T12:39:52.958Z 布伦特现货价飙至150美元,与期货价差扩至45美元 https://www.nashnova.com/zh/feed/special/tesla-robotaxi-caught-speeding-in-school-zones-drawing-u-s-regulatory-14746 nashnova zh-cn 2026-10-12T12:35:07.114Z 特斯拉Robotaxi学区超速遭美国监管调查 https://www.nashnova.com/zh/feed/special/indias-september-cpi-rises-to-5-54-percent-yoy-multiple-institutions-expect-rbi-14745 nashnova zh-cn 2026-10-12T12:25:03.410Z 印度9月CPI同比升至5.54%,多家机构预计印度央行将继续加息 https://www.nashnova.com/zh/feed/special/wall-street-analyst-ratings-roundup-nvidia-apple-spacex-and-others-reiterated-as-14744 nashnova zh-cn 2026-10-12T12:20:27.220Z 华尔街分析师评级汇总:英伟达、苹果、SpaceX等获重申买入 https://www.nashnova.com/zh/feed/special/micron-q4-revenue-surges-379-percent-yoy-full-year-revenue-hits-all-time-high-14743 nashnova zh-cn 2026-10-12T12:15:54.134Z 美光Q4营收同比增379%,全年创历史纪录 https://www.nashnova.com/zh/feed/special/bofa-upgrades-salesforce-to-buy-raises-price-target-from-160-to-285-14742 nashnova zh-cn 2026-10-12T11:29:44.066Z 美银上调Salesforce至买入,目标价从160升至285美元 https://www.nashnova.com/zh/feed/special/bristol-myers-squibb-hits-primary-endpoints-in-two-phase-3-trials-shares-up-14741 nashnova zh-cn 2026-10-12T11:24:52.468Z 百时美施贵宝两项三期试验达主要终点,盘前股价涨近6% https://www.nashnova.com/zh/feed/special/u-s-earnings-season-kicks-off-year-end-rally-hinges-on-profit-delivery-14740 nashnova zh-cn 2026-10-12T11:21:50.738Z 美股财报季开幕,年末反弹能否延续取决于盈利兑现 https://www.nashnova.com/zh/feed/special/14739 nashnova zh-cn 2026-10-12T11:20:24.744Z 花旗加速解除监管令,内审年底前提交 https://www.nashnova.com/zh/feed/special/lme-14738 nashnova zh-cn 2026-10-12T11:15:10.050Z 上海港集团洽购LME仓储公司,意在金属流向数据 https://www.nashnova.com/zh/feed/special/14737 nashnova zh-cn 2026-10-12T11:04:52.675Z 香港证监会修订上市规则 新增上市后条件及独立覆核机制 https://www.nashnova.com/zh/feed/special/ai-gdp-3-6-percent-1-6-14736 nashnova zh-cn 2026-10-12T10:25:45.593Z 布鲁金斯:AI基建年均占GDP 3.6%,超铁路时代1.6倍 https://www.nashnova.com/zh/feed/special/ipo-3-5-14735 nashnova zh-cn 2026-10-12T10:10:50.035Z 非洲最大手机商传音港股IPO认购冷淡,仅超购3.5倍 https://www.nashnova.com/zh/feed/special/sia-14734 nashnova zh-cn 2026-10-12T10:09:46.581Z SIA报告:美国芯片供应链对华依赖远超表面数据 https://www.nashnova.com/zh/feed/special/ai-14733 nashnova zh-cn 2026-10-12T10:04:48.249Z 瑞银:AI交易下一阶段聚焦电力与数据中心供给 https://www.nashnova.com/zh/feed/special/2026-14732 nashnova zh-cn 2026-10-12T09:55:02.477Z 2026年诺贝尔经济学奖揭晓,霍尔与伍德福德获奖 https://www.nashnova.com/zh/feed/special/openai-api-gpt-rosalind-discovery-14731 nashnova zh-cn 2026-10-12T09:30:33.108Z OpenAI生命科学API现新型号gpt-rosalind-discovery https://www.nashnova.com/zh/feed/special/100-14730 nashnova zh-cn 2026-10-12T09:20:44.856Z 港交所联合标普道琼斯推出跨市场科技100指数 https://www.nashnova.com/zh/feed/special/9-percent-14729 nashnova zh-cn 2026-10-12T09:19:48.618Z 中国财政部下调新能源汽车出口退税率至9% https://www.nashnova.com/zh/feed/special/14728 nashnova zh-cn 2026-10-12T08:59:40.814Z 中国监管无条件批准吉利收购福特西班牙子公司 https://www.nashnova.com/zh/feed/special/0-25-percent-14727 nashnova zh-cn 2026-10-12T08:49:41.806Z 港股收盘:恒指涨0.25% 内银创新高 锂矿黄金股承压 https://www.nashnova.com/zh/feed/special/14726 nashnova zh-cn 2026-10-12T08:48:14.675Z 高盛重新超配全球股票,中长期上调债券至超配 https://www.nashnova.com/zh/feed/special/14725 nashnova zh-cn 2026-10-12T08:46:39.707Z 中国动力煤价格创三年新高,多重因素压制供应 https://www.nashnova.com/zh/feed/special/15-percent-500-14724 nashnova zh-cn 2026-10-12T08:45:20.671Z 巴克莱测算:芯片盈利下修15%标普500仍可两位数增长 https://www.nashnova.com/zh/feed/special/ipo-7-14723 nashnova zh-cn 2026-10-12T08:17:54.895Z 月之暗面港股IPO前遭股权争议,索赔或超7亿美元 https://www.nashnova.com/zh/feed/special/br20x-gpu-14722 nashnova zh-cn 2026-10-12T08:16:37.795Z 壁仞科技BR20X GPU点亮,美国出口管制制约量产 https://www.nashnova.com/zh/feed/special/14721 nashnova zh-cn 2026-10-12T08:15:08.940Z 大立光示警:智能手机旺季提前见顶,四季度需求承压 https://www.nashnova.com/zh/feed/special/ceo-ai-14720 nashnova zh-cn 2026-10-12T07:59:39.032Z 英特尔CEO:中国前沿AI模型采用速度"非常快" https://www.nashnova.com/zh/feed/special/muse-130-62-percent-14719 nashnova zh-cn 2026-10-12T07:45:44.601Z 摩根士丹利:Muse每用户月成本最高130美元,用户增速骤降62% https://www.nashnova.com/zh/feed/special/q3-45-percent-atm-51-percent-14718 nashnova zh-cn 2026-10-12T07:40:43.922Z 日月光Q3营收同比增近45%,ATM业务增51% https://www.nashnova.com/zh/feed/special/14717 nashnova zh-cn 2026-10-12T07:39:45.561Z 华为系豪华电动车刹车断裂,中国工信部拟出台新车型测试规则 https://www.nashnova.com/zh-hant/feed/special/deutsche-bank-global-wafer-fab-equipment-spending-could-reach-270-billion-by-14816 nashnova zh-tw 2026-10-13T06:30:59.875Z 德銀:2028年全球晶圓廠設備支出或達2700億美元 https://www.nashnova.com/zh-hant/feed/special/germanys-september-cpi-rises-to-3-3-percent-as-energy-price-surge-hits-near-14815 nashnova zh-tw 2026-10-13T06:29:52.438Z 德國9月CPI升至3.3%,能源價格漲幅創近三年新高 https://www.nashnova.com/zh-hant/feed/special/global-chip-stocks-hit-by-sell-off-as-doubts-over-ai-investment-returns-14814 nashnova zh-tw 2026-10-13T06:25:30.590Z 全球晶片股遭拋售,AI投資回報疑慮升溫 https://www.nashnova.com/zh-hant/feed/special/openai-in-talks-to-acquire-startup-to-revive-sora-video-generation-business-14813 nashnova zh-tw 2026-10-13T06:20:21.751Z OpenAI洽購初創公司重啟Sora視頻生成業務 https://www.nashnova.com/zh-hant/feed/special/polysilicon-leader-sets-price-floor-at-43-000-yuan-ton-granular-silicon-still-14812 nashnova zh-tw 2026-10-13T06:01:34.165Z 矽料龍頭劃定4.3萬元/噸價格底線,顆粒矽仍需補漲 https://www.nashnova.com/zh-hant/feed/special/nvidias-china-ai-chip-market-share-drops-to-34-percent-as-huawei-closes-in-at-28-14811 nashnova zh-tw 2026-10-13T06:00:18.875Z 英偉達中國AI晶片份額降至34% 華為追至28% https://www.nashnova.com/zh-hant/feed/special/global-pc-shipments-plunge-over-20-percent-yoy-in-q3-as-ai-competes-for-14810 nashnova zh-tw 2026-10-13T05:25:53.613Z 全球PC出貨量三季度同比跌逾20%,AI搶佔零部件供應鏈 https://www.nashnova.com/zh-hant/feed/special/blackstones-gray-bets-on-power-defense-and-life-sciences-14809 nashnova zh-tw 2026-10-13T05:20:32.625Z 黑石格雷押注電力、國防與生命科學 https://www.nashnova.com/zh-hant/feed/special/taiwan-ai-server-supply-chain-divergence-ccl-leads-gains-pcb-posts-first-decline-14808 nashnova zh-tw 2026-10-13T05:16:56.171Z 台灣AI伺服器供應鏈景氣分化:CCL領漲,PCB現首降 https://www.nashnova.com/zh-hant/feed/special/zuckerberg-meta-glasses-to-become-pure-multimodal-device-ai-generated-content-to-14807 nashnova zh-tw 2026-10-13T05:04:57.305Z 扎克伯格:Meta眼鏡將成純多模態設備,AI直接生成內容取代App https://www.nashnova.com/zh-hant/feed/special/over-10-supertankers-reverse-course-as-fujairah-ship-to-ship-transfer-operations-14806 nashnova zh-tw 2026-10-13T04:50:32.955Z 逾10艘超級油輪掉頭,富查伊拉海上接駁模式承壓 https://www.nashnova.com/zh-hant/feed/special/visa-approved-to-prepare-bank-card-clearing-operations-in-china-catching-up-with-14805 nashnova zh-tw 2026-10-13T04:40:03.019Z Visa獲批在華籌備銀行卡清算業務,追趕萬事達卡和美國運通 https://www.nashnova.com/zh-hant/feed/special/haidilao-provides-100-million-yuan-short-term-loan-to-founder-zhang-yong-14804 nashnova zh-tw 2026-10-13T04:35:37.004Z 海底撈向創始人張勇提供1億元短期貸款 https://www.nashnova.com/zh-hant/feed/special/cicc-chinese-major-bank-stocks-deliver-32-percent-ytd-returns-outperforming-14803 nashnova zh-tw 2026-10-13T04:21:35.285Z 中金:中國大型銀行股年內回報達32%,跑贏海外同業 https://www.nashnova.com/zh-hant/feed/special/micron-authorizes-record-35-1-billion-share-buyback-launching-december-9-14802 nashnova zh-tw 2026-10-13T04:20:03.236Z 美光授權創紀錄351億美元股票回購,12月9日啟動 https://www.nashnova.com/zh-hant/feed/special/gac-takes-over-faws-toyota-jv-stake-consolidating-toyota-chinas-dual-joint-14801 nashnova zh-tw 2026-10-13T03:46:06.481Z 廣汽接管一汽豐田股權,統合豐田中國雙合資架構 https://www.nashnova.com/zh-hant/feed/special/chinas-five-major-futures-exchanges-plan-to-tighten-quantitative-trading-14800 nashnova zh-tw 2026-10-13T03:44:50.834Z 中國五大期貨交易所擬收緊量化交易監管 https://www.nashnova.com/zh-hant/feed/special/chinese-tech-firms-still-buying-nvidia-chips-in-bulk-domestic-substitution-gap-14799 nashnova zh-tw 2026-10-13T03:40:39.293Z 中國科技企業仍大量購入輝達晶片,國產替代缺口或延續至2030年 https://www.nashnova.com/zh-hant/feed/special/imf-warns-sovereign-bond-yields-could-spike-in-disorderly-fashion-bank-stress-14798 nashnova zh-tw 2026-10-13T03:30:49.164Z IMF警告主權債收益率或無序飆升,銀行壓力測試惡化 https://www.nashnova.com/zh-hant/feed/special/microsoft-reorganizes-azure-cloud-division-accelerating-ai-strategy-integration-14797 nashnova zh-tw 2026-10-13T03:05:45.596Z 微軟重組Azure雲部門,AI戰略整合提速 https://www.nashnova.com/zh-hant/feed/special/safe-haven-demand-lifts-treasuries-as-markets-reopen-after-holiday-10-year-yield-14796 nashnova zh-tw 2026-10-13T03:04:41.840Z 假期後復市避險需求推升美債,10年期收益率跌5基點 https://www.nashnova.com/zh-hant/feed/special/bofa-raises-tsmc-price-target-to-620-as-2nm-ramp-up-boosts-earnings-outlook-14795 nashnova zh-tw 2026-10-13T02:46:00.364Z 美銀上調台積電目標價至620美元,2nm爬坡推高盈利預期 https://www.nashnova.com/zh-hant/feed/special/musks-terafab-in-talks-with-tsmc-all-three-cooperation-paths-face-major-14794 nashnova zh-tw 2026-10-13T02:27:01.975Z 馬斯克TeraFab與台積電談判:三種合作路徑均存重大障礙 https://www.nashnova.com/zh-hant/feed/special/chinas-ai-revenue-only-one-tenth-of-the-u-s-monetization-gap-becomes-apparent-14793 nashnova zh-tw 2026-10-13T02:25:37.440Z 中國AI營收僅為美國一成,變現結構差距顯現 https://www.nashnova.com/zh-hant/feed/special/japans-september-ppi-rises-6-8-percent-yoy-easing-short-term-rate-hike-pressure-14792 nashnova zh-tw 2026-10-13T02:14:54.580Z 日本9月PPI年增6.8%,日本央行短期加息壓力減輕 https://www.nashnova.com/zh-hant/feed/special/mainland-funds-net-bought-hong-kong-stocks-for-four-consecutive-months-with-over-14791 nashnova zh-tw 2026-10-13T02:10:42.799Z 內地資金連續四個月淨買入港股,9月淨流入逾600億港元 https://www.nashnova.com/zh-hant/feed/special/imf-cuts-chinas-2026-gdp-forecast-to-4-5-percent-14790 nashnova zh-tw 2026-10-13T02:09:52.682Z IMF下調中國2026年GDP預測至4.5% https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-maintains-overweight-rating-on-tencent-with-hk-550-target-price-14789 nashnova zh-tw 2026-10-13T01:35:31.856Z 摩根士丹利維持騰訊增持評級 目標價550港元 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-bond-volatility-converging-european-equities-and-russell-2000-may-14788 nashnova zh-tw 2026-10-13T01:10:23.130Z 高盛:債券波動收斂,歐洲股及羅素2000或現軋空行情 https://www.nashnova.com/zh-hant/feed/special/china-competition-broadcom-ceo-warning-double-blow-sends-korean-chip-stocks-down-14787 nashnova zh-tw 2026-10-13T00:50:09.636Z 中國競爭+博通CEO警告雙壓 韓國晶片股連跌五日 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-institutions-rush-into-value-stocks-as-tech-funding-sharply-14786 nashnova zh-tw 2026-10-13T00:45:46.393Z 高盛:機構爭相湧入價值股,科技股資金急劇逆轉 https://www.nashnova.com/zh-hant/feed/special/middle-east-conflict-heightens-inflation-expectations-gold-under-pressure-14785 nashnova zh-tw 2026-10-13T00:20:07.745Z 中東衝突加劇通膨預期,黃金承壓徘徊於4170美元附近 https://www.nashnova.com/zh-hant/feed/special/nev-export-tax-rebate-rate-to-drop-to-9-percent-by-2027-biren-technology-places-14784 nashnova zh-tw 2026-10-12T23:30:07.915Z 新能源汽車出口退稅率2027年降至9%,壁仞科技配售1.3億股 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-rmb-undervalued-by-20-percent-25-percent-appreciation-potential-14783 nashnova zh-tw 2026-10-12T23:26:52.463Z 高盛:人民幣被低估20%-25%,升值空間被市場嚴重低估 https://www.nashnova.com/zh-hant/feed/special/new-world-development-receives-quasi-bailout-from-hong-kong-government-cheng-14782 nashnova zh-tw 2026-10-12T23:25:31.829Z 新世界發展獲港府準救助,鄭氏家族爭取三年重組窗口 https://www.nashnova.com/zh-hant/feed/special/crude-oil-prices-continue-to-rise-as-escalating-middle-east-conflict-threatens-14781 nashnova zh-tw 2026-10-12T22:20:17.554Z 中東衝突擴大威脅供應,原油價格持續上漲 https://www.nashnova.com/zh-hant/feed/special/bofa-bullish-on-copper-and-uranium-high-rates-weigh-on-gold-14780 nashnova zh-tw 2026-10-12T22:09:59.852Z 美銀看多銅與鈾,高利率壓制黃金 https://www.nashnova.com/zh-hant/feed/special/blackrock-upgrades-short-term-u-s-treasuries-and-downgrades-u-s-equities-14779 nashnova zh-tw 2026-10-12T22:00:00.689Z 貝萊德上調短期美債評級並下調美股 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-compute-scarcity-grants-valuation-premium-to-hyperscale-cloud-14778 nashnova zh-tw 2026-10-12T21:55:17.944Z 高盛:算力稀缺性賦予超大規模雲端運算商估值溢價 https://www.nashnova.com/zh-hant/feed/special/starlink-expansion-may-squeeze-iphone-subsidies-posing-potential-risk-to-apple-14777 nashnova zh-tw 2026-10-12T21:25:16.788Z 星鏈擴張或壓縮iPhone補貼,蘋果面臨潛在風險 https://www.nashnova.com/zh-hant/feed/special/applied-materials-invests-5-billion-to-build-epic-ai-chip-r-and-d-center-14776 nashnova zh-tw 2026-10-12T21:00:03.198Z 應用材料斥資50億美元建EPIC AI晶片研發中心 https://www.nashnova.com/zh-hant/feed/special/nvidia-and-cisco-launch-usfp-a-new-400gb-s-optical-transceiver-standard-14775 nashnova zh-tw 2026-10-12T20:35:15.221Z 輝達聯手思科推出400Gb/s光模組新標準USFP https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-ai-drives-up-consumer-electronics-prices-pushing-core-pce-0-3-14774 nashnova zh-tw 2026-10-12T20:25:40.126Z 高盛:AI推高消費電子價格,致核心PCE超預期0.3個百分點 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-and-goldman-sachs-cut-underwriting-exposure-to-volta-ais-5-billion-loan-14773 nashnova zh-tw 2026-10-12T19:10:10.777Z 摩根大通高盛削減Volta AI 50億美元貸款承銷敞口 https://www.nashnova.com/zh-hant/feed/special/us-dollar-index-approaches-18-month-high-ahead-of-us-cpi-data-14772 nashnova zh-tw 2026-10-12T18:50:05.561Z 美元指數逼近18個月高位,等待美國CPI數據 https://www.nashnova.com/zh-hant/feed/special/wall-street-strategists-turn-bullish-on-duration-after-bond-selloff-14771 nashnova zh-tw 2026-10-12T18:10:37.353Z 債市拋售後華爾街策略師轉向看多久期 https://www.nashnova.com/zh-hant/feed/special/ubs-lam-research-texas-instruments-and-western-digital-expected-to-deliver-14770 nashnova zh-tw 2026-10-12T18:00:13.281Z 瑞銀:科磊、德州儀器、西部數據Q3財報料強勁 https://www.nashnova.com/zh-hant/feed/special/bofa-rise-of-ai-interfaces-threatens-software-vendors-microsoft-salesforce-14769 nashnova zh-tw 2026-10-12T17:35:06.113Z 美銀:AI介面崛起威脅軟體商,微軟、Salesforce、ServiceNow各有應對 https://www.nashnova.com/zh-hant/feed/special/cleveland-fed-president-hammack-maintaining-restrictive-rate-stance-to-suppress-14768 nashnova zh-tw 2026-10-12T17:05:44.016Z 克利夫蘭聯儲主席哈馬克:維持限制性利率立場以壓制通脹 https://www.nashnova.com/zh-hant/feed/special/meta-releases-two-new-models-zuckerberg-says-muse-wonder-is-larger-and-more-14767 nashnova zh-tw 2026-10-12T17:04:43.634Z Meta發布兩款新模型,扎克伯格稱Muse Wonder更大更先進 https://www.nashnova.com/zh-hant/feed/special/global-smartphone-q3-shipments-hit-14-year-low-for-the-period-14766 nashnova zh-tw 2026-10-12T16:49:56.878Z 全球智慧型手機Q3出貨量創14年同期最低 https://www.nashnova.com/zh-hant/feed/special/marvell-launches-second-gen-cxl-memory-expander-supporting-up-to-9tb-per-14765 nashnova zh-tw 2026-10-12T16:27:01.139Z Marvell發布第二代CXL記憶體擴展器,單控最高支援9TB https://www.nashnova.com/zh-hant/feed/special/amd-launches-helion-agentic-ai-rack-supporting-up-to-32-000-cpu-cores-14764 nashnova zh-tw 2026-10-12T16:25:34.980Z AMD推出Helion智能體AI機架,最高支持3.2萬CPU核心 https://www.nashnova.com/zh-hant/feed/special/lvmh-q3-organic-revenue-grows-1-percent-missing-analyst-expectations-14763 nashnova zh-tw 2026-10-12T15:54:40.587Z LVMH三季度有機營收增長1%,低於分析師預期 https://www.nashnova.com/zh-hant/feed/special/bofa-treasury-short-positions-stretched-to-extremes-cpi-could-be-the-catalyst-14762 nashnova zh-tw 2026-10-12T15:30:10.509Z 美銀:美債空頭倉位持續拉伸,CPI或成觸發平倉催化劑 https://www.nashnova.com/zh-hant/feed/special/iphone-duo-orders-raised-30-percent-to-10-million-units-pro-max-also-revised-up-14761 nashnova zh-tw 2026-10-12T15:15:07.939Z iPhone Duo訂單上調30%至約千萬部,Pro Max同步上調 https://www.nashnova.com/zh-hant/feed/special/u-s-bankruptcy-filings-up-11-percent-yoy-in-first-three-quarters-small-business-14760 nashnova zh-tw 2026-10-12T14:50:19.603Z 美國前三季度破產申請同比增11%,小企業激增46% https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-800v-power-delay-overblown-ocp-summit-may-catalyze-semiconductor-14759 nashnova zh-tw 2026-10-12T14:46:30.670Z 大摩:800V供電延遲被過度解讀,OCP峰會或催化半導體股 https://www.nashnova.com/zh-hant/feed/special/u-s-mortgage-bond-funds-hit-by-worst-outflows-since-2021-14758 nashnova zh-tw 2026-10-12T14:45:02.351Z 美國抵押貸款債券基金遭遇2021年來最嚴重資金外流 https://www.nashnova.com/zh-hant/feed/special/wells-fargo-double-downgrades-adobe-to-sell-as-growth-cracks-emerge-14757 nashnova zh-tw 2026-10-12T14:24:53.073Z 富國銀行雙級下調Adobe至賣出,增長裂縫顯現 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-acquires-neos-for-2-3-billion-as-tax-optimized-etfs-face-14756 nashnova zh-tw 2026-10-12T14:20:26.203Z 高盛23億美元收購Neos,稅務優化ETF迎監管審視 https://www.nashnova.com/zh-hant/feed/special/european-natural-gas-nears-early-2023-highs-as-citi-turns-bearish-with-56-target-14755 nashnova zh-tw 2026-10-12T13:36:15.430Z 歐洲天然氣逼近2023年初高位,花旗看空至56歐元 https://www.nashnova.com/zh-hant/feed/special/guosheng-securities-three-marginal-changes-support-post-holiday-bond-market-14754 nashnova zh-tw 2026-10-12T13:35:12.901Z 國盛證券:節後債市三項邊際變化支撐走強 https://www.nashnova.com/zh-hant/feed/special/u-s-economic-surprise-index-turns-negative-as-consumer-spending-concerns-14753 nashnova zh-tw 2026-10-12T13:29:57.936Z 美國經濟意外指數轉負,消費者支出隱憂加劇 https://www.nashnova.com/zh-hant/feed/special/u-s-stock-futures-slightly-diverge-as-oil-rebounds-and-memory-stocks-face-14752 nashnova zh-tw 2026-10-12T13:21:32.737Z 美股期貨小幅分化,油價反彈存儲股承壓 https://www.nashnova.com/zh-hant/feed/special/microsoft-accelerates-custom-maia-chip-development-to-reduce-reliance-on-nvidia-14751 nashnova zh-tw 2026-10-12T13:20:02.694Z 微軟加速自研Maia晶片,降低對輝達GPU依賴 https://www.nashnova.com/zh-hant/feed/special/oil-bond-decoupling-strips-macro-investors-of-a-forward-looking-anchor-14750 nashnova zh-tw 2026-10-12T12:55:48.791Z 石油與債券脫鉤,宏觀投資者失去前瞻錨點 https://www.nashnova.com/zh-hant/feed/special/salesforce-acquires-ai-analytics-platform-loops-integrating-technology-into-14749 nashnova zh-tw 2026-10-12T12:49:43.039Z Salesforce收購AI分析平台Loops,技術併入Tableau https://www.nashnova.com/zh-hant/feed/special/french-government-bond-spreads-widen-but-contagion-remains-contained-high-rate-14748 nashnova zh-tw 2026-10-12T12:41:14.689Z 法國國債利差擴大但傳導受控,高利率壓力或長期持續 https://www.nashnova.com/zh-hant/feed/special/brent-spot-price-surges-to-150-spread-with-futures-widens-to-45-14747 nashnova zh-tw 2026-10-12T12:39:52.958Z 布倫特現貨價飆至150美元,與期貨價差擴至45美元 https://www.nashnova.com/zh-hant/feed/special/tesla-robotaxi-caught-speeding-in-school-zones-drawing-u-s-regulatory-14746 nashnova zh-tw 2026-10-12T12:35:07.114Z 特斯拉Robotaxi學區超速遭美國監管調查 https://www.nashnova.com/zh-hant/feed/special/indias-september-cpi-rises-to-5-54-percent-yoy-multiple-institutions-expect-rbi-14745 nashnova zh-tw 2026-10-12T12:25:03.410Z 印度9月CPI同比升至5.54%,多家機構預計印度央行將繼續加息 https://www.nashnova.com/zh-hant/feed/special/wall-street-analyst-ratings-roundup-nvidia-apple-spacex-and-others-reiterated-as-14744 nashnova zh-tw 2026-10-12T12:20:27.220Z 華爾街分析師評級匯總:輝達、蘋果、SpaceX等獲重申買入 https://www.nashnova.com/zh-hant/feed/special/micron-q4-revenue-surges-379-percent-yoy-full-year-revenue-hits-all-time-high-14743 nashnova zh-tw 2026-10-12T12:15:54.134Z 美光Q4營收年增379%,全年創歷史紀錄 https://www.nashnova.com/zh-hant/feed/special/bofa-upgrades-salesforce-to-buy-raises-price-target-from-160-to-285-14742 nashnova zh-tw 2026-10-12T11:29:44.066Z 美銀上調Salesforce至買入,目標價從160升至285美元 https://www.nashnova.com/zh-hant/feed/special/bristol-myers-squibb-hits-primary-endpoints-in-two-phase-3-trials-shares-up-14741 nashnova zh-tw 2026-10-12T11:24:52.468Z 百時美施貴寶兩項三期試驗達主要終點,盤前股價漲近6% https://www.nashnova.com/zh-hant/feed/special/u-s-earnings-season-kicks-off-year-end-rally-hinges-on-profit-delivery-14740 nashnova zh-tw 2026-10-12T11:21:50.738Z 美股財報季開幕,年末反彈能否延續取決於盈利兌現 https://www.nashnova.com/zh-hant/feed/special/14739 nashnova zh-tw 2026-10-12T11:20:24.744Z 花旗加速解除監管令,內審年底前提交 https://www.nashnova.com/zh-hant/feed/special/lme-14738 nashnova zh-tw 2026-10-12T11:15:10.050Z 上海港集團洽購LME倉儲公司,意在金屬流向數據 https://www.nashnova.com/zh-hant/feed/special/14737 nashnova zh-tw 2026-10-12T11:04:52.675Z 香港證監會修訂上市規則 新增上市後條件及獨立覆核機制 https://www.nashnova.com/zh-hant/feed/special/ai-gdp-3-6-percent-1-6-14736 nashnova zh-tw 2026-10-12T10:25:45.593Z 布魯金斯:AI基建年均佔GDP 3.6%,超鐵路時代1.6倍 https://www.nashnova.com/zh-hant/feed/special/ipo-3-5-14735 nashnova zh-tw 2026-10-12T10:10:50.035Z 非洲最大手機商傳音港股IPO認購冷淡,僅超購3.5倍 https://www.nashnova.com/zh-hant/feed/special/sia-14734 nashnova zh-tw 2026-10-12T10:09:46.581Z SIA報告:美國晶片供應鏈對華依賴遠超表面數據 https://www.nashnova.com/zh-hant/feed/special/ai-14733 nashnova zh-tw 2026-10-12T10:04:48.249Z 瑞銀:AI交易下一階段聚焦電力與數據中心供給 https://www.nashnova.com/zh-hant/feed/special/2026-14732 nashnova zh-tw 2026-10-12T09:55:02.477Z 2026年諾貝爾經濟學獎揭曉,霍爾與伍德福德獲獎 https://www.nashnova.com/zh-hant/feed/special/openai-api-gpt-rosalind-discovery-14731 nashnova zh-tw 2026-10-12T09:30:33.108Z OpenAI生命科學API現新型號gpt-rosalind-discovery https://www.nashnova.com/zh-hant/feed/special/100-14730 nashnova zh-tw 2026-10-12T09:20:44.856Z 港交所聯合標普道瓊斯推出跨市場科技100指數 https://www.nashnova.com/zh-hant/feed/special/9-percent-14729 nashnova zh-tw 2026-10-12T09:19:48.618Z 中國財政部下調新能源汽車出口退稅率至9% https://www.nashnova.com/zh-hant/feed/special/14728 nashnova zh-tw 2026-10-12T08:59:40.814Z 中國監管無條件批准吉利收購福特西班牙子公司 https://www.nashnova.com/zh-hant/feed/special/0-25-percent-14727 nashnova zh-tw 2026-10-12T08:49:41.806Z 港股收盤:恒指漲0.25% 內銀創新高 鋰礦黃金股承壓 https://www.nashnova.com/zh-hant/feed/special/14726 nashnova zh-tw 2026-10-12T08:48:14.675Z 高盛重新超配全球股票,中長期上調債券至超配 https://www.nashnova.com/zh-hant/feed/special/14725 nashnova zh-tw 2026-10-12T08:46:39.707Z 中國動力煤價格創三年新高,多重因素壓制供應 https://www.nashnova.com/zh-hant/feed/special/15-percent-500-14724 nashnova zh-tw 2026-10-12T08:45:20.671Z 巴克萊測算:晶片盈利下修15%標普500仍可兩位數增長 https://www.nashnova.com/zh-hant/feed/special/ipo-7-14723 nashnova zh-tw 2026-10-12T08:17:54.895Z 月之暗面港股IPO前遭股權爭議,索賠或超7億美元 https://www.nashnova.com/zh-hant/feed/special/br20x-gpu-14722 nashnova zh-tw 2026-10-12T08:16:37.795Z 壁仞科技BR20X GPU點亮,美國出口管制制約量產 https://www.nashnova.com/zh-hant/feed/special/14721 nashnova zh-tw 2026-10-12T08:15:08.940Z 大立光示警:智慧型手機旺季提前見頂,四季度需求承壓 https://www.nashnova.com/zh-hant/feed/special/ceo-ai-14720 nashnova zh-tw 2026-10-12T07:59:39.032Z 英特爾CEO:中國前沿AI模型採用速度「非常快」 https://www.nashnova.com/zh-hant/feed/special/muse-130-62-percent-14719 nashnova zh-tw 2026-10-12T07:45:44.601Z 摩根士丹利:Muse每用戶月成本最高130美元,用戶增速驟降62% https://www.nashnova.com/zh-hant/feed/special/q3-45-percent-atm-51-percent-14718 nashnova zh-tw 2026-10-12T07:40:43.922Z 日月光Q3營收同比增近45%,ATM業務增51% https://www.nashnova.com/zh-hant/feed/special/14717 nashnova zh-tw 2026-10-12T07:39:45.561Z 華為系豪華電動車剎車斷裂,中國工信部擬出台新車型測試規則