https://www.nashnova.com/feed/special/medtronic-fy2027-q1-earnings-beat-expectations-full-year-guidance-raised-on-both-11174 nashnova en 2026-09-01T12:17:24.944Z Medtronic FY2027 Q1 Earnings Beat Expectations, Full-Year Guidance Raised on Both Fronts https://www.nashnova.com/feed/special/morgan-stanley-upgrades-robinhood-to-overweight-with-150-target-implying-43-11173 nashnova en 2026-09-01T11:47:01.237Z Morgan Stanley Upgrades Robinhood to Overweight with $150 Target, Implying 43% Upside https://www.nashnova.com/feed/special/deutsche-bank-rates-ai-hardware-pick-and-shovel-stocks-lumentum-and-coherent-11172 nashnova en 2026-09-01T11:37:58.092Z Deutsche Bank Rates AI Hardware Pick-and-Shovel Stocks: Lumentum and Coherent Named Top Conviction Buys https://www.nashnova.com/feed/special/ecb-raises-interest-rates-again-amid-rising-inflation-11171 nashnova en 2026-09-01T11:36:47.131Z ECB Raises Interest Rates Again Amid Rising Inflation https://www.nashnova.com/feed/special/q2-earnings-season-hits-record-highs-but-ai-investment-returns-remain-an-open-11170 nashnova en 2026-09-01T11:32:05.437Z Q2 Earnings Season Hits Record Highs, but AI Investment Returns Remain an Open Question https://www.nashnova.com/feed/special/trillion-dollar-dislocation-risk-hidden-beneath-calm-credit-markets-11169 nashnova en 2026-09-01T11:18:43.406Z Trillion-Dollar Dislocation Risk Hidden Beneath Calm Credit Markets https://www.nashnova.com/feed/special/openai-fights-back-against-apple-trade-secret-lawsuit-allegations-baseless-aimed-11168 nashnova en 2026-09-01T11:17:21.127Z OpenAI Fights Back Against Apple Trade Secret Lawsuit: Allegations Baseless, Aimed at Blocking Recruitment https://www.nashnova.com/feed/special/tanus-officially-takes-the-helm-at-apple-as-memory-crisis-and-ai-shortcomings-11167 nashnova en 2026-09-01T11:14:02.268Z Tanus Officially Takes the Helm at Apple as Memory Crisis and AI Shortcomings Await https://www.nashnova.com/feed/special/novartis-oral-ms-drug-meets-endpoints-in-two-phase-3-trials-stock-rises-over-4-11166 nashnova en 2026-09-01T11:12:48.265Z Novartis Oral MS Drug Meets Endpoints in Two Phase 3 Trials, Stock Rises Over 4% https://www.nashnova.com/feed/special/us-ftc-sues-amazon-for-deceiving-advertisers-over-20-states-join-claim-seeking-11165 nashnova en 2026-09-01T11:11:41.340Z US FTC Sues Amazon for Deceiving Advertisers; Over 20 States Join Claim Seeking More Than $20 Billion https://www.nashnova.com/feed/special/nvidia-revives-rubin-cpx-inference-chip-targeting-long-context-prefill-costs-11164 nashnova en 2026-09-01T10:59:45.267Z NVIDIA Revives Rubin CPX Inference Chip, Targeting Long-Context Prefill Costs https://www.nashnova.com/feed/special/softbanks-sb-energy-eyes-u-s-ipo-betting-on-ai-data-center-power-demand-11163 nashnova en 2026-09-01T10:58:27.003Z SoftBank's SB Energy Eyes U.S. IPO, Betting on AI Data Center Power Demand https://www.nashnova.com/feed/special/strike-deals-heavy-blow-to-hyundai-motor-august-global-sales-drop-to-four-year-11162 nashnova en 2026-09-01T10:57:15.996Z Strike Deals Heavy Blow to Hyundai Motor: August Global Sales Drop to Four-Year Low https://www.nashnova.com/feed/special/great-wall-motor-august-sales-at-113-400-units-down-1-87-percent-yoy-11161 nashnova en 2026-09-01T10:56:23.019Z Great Wall Motor August Sales at 113,400 Units, Down 1.87% YoY https://www.nashnova.com/feed/special/macau-august-ggr-down-1-2-percent-yoy-but-up-8-1-percent-mom-11160 nashnova en 2026-09-01T10:36:46.870Z Macau August GGR Down 1.2% YoY but Up 8.1% MoM https://www.nashnova.com/feed/special/texas-halts-data-center-grid-connections-as-phantom-demand-in-u-s-ai-power-11159 nashnova en 2026-09-01T10:24:16.340Z Texas Halts Data Center Grid Connections as "Phantom Demand" in U.S. AI Power Consumption Surfaces https://www.nashnova.com/feed/special/u-s-officials-accuse-cosco-shipping-of-hiding-equipment-to-gather-military-11158 nashnova en 2026-09-01T10:23:08.002Z U.S. Officials Accuse COSCO Shipping of Hiding Equipment to Gather Military Intelligence for Beijing https://www.nashnova.com/feed/special/u-s-to-push-for-relaxed-ai-regulation-stance-at-g20-11157 nashnova en 2026-09-01T10:21:57.642Z U.S. to Push for Relaxed AI Regulation Stance at G20 https://www.nashnova.com/feed/special/hsbc-asia-resembles-1997-crisis-but-risks-have-shifted-from-financial-to-demand-11156 nashnova en 2026-09-01T10:07:31.007Z HSBC: Asia Resembles 1997 Crisis, but Risks Have Shifted from Financial to Demand https://www.nashnova.com/feed/special/nio-q2-revenue-reaches-rmb-32-14-billion-up-69-percent-yoy-slightly-below-market-11155 nashnova en 2026-09-01T10:06:25.648Z NIO Q2 Revenue Reaches RMB 32.14 Billion, Up 69% YoY, Slightly Below Market Expectations https://www.nashnova.com/feed/special/european-natural-gas-prices-rise-2-4-percent-as-storage-levels-trail-last-year-11154 nashnova en 2026-09-01T10:01:29.418Z European Natural Gas Prices Rise 2.4% as Storage Levels Trail Last Year by 12 Percentage Points https://www.nashnova.com/feed/special/goldman-sachs-alibaba-clouds-ai-computing-investment-to-break-even-in-three-11153 nashnova en 2026-09-01T09:51:58.442Z Goldman Sachs: Alibaba Cloud's AI Computing Investment to Break Even in Three Years, Targeting $100 Billion in External Cloud Revenue by 2030 https://www.nashnova.com/feed/special/chinese-court-freezes-over-2-1-billion-yuan-of-nexperia-assets-as-wingtech-11152 nashnova en 2026-09-01T09:38:06.298Z Chinese Court Freezes Over 2.1 Billion Yuan of Nexperia Assets as Wingtech Control Battle Escalates https://www.nashnova.com/feed/special/chinas-chip-equipment-localization-moving-from-functional-to-the-test-of-scaled-11151 nashnova en 2026-09-01T09:36:46.736Z China's Chip Equipment Localization: Moving from "Functional" to the Test of Scaled Mass Production https://www.nashnova.com/feed/special/samsung-electro-mechanics-discloses-mlcc-supply-deal-worth-over-100-billion-krw-11150 nashnova en 2026-09-01T09:19:04.461Z Samsung Electro-Mechanics Discloses MLCC Supply Deal Worth Over 100 Billion KRW https://www.nashnova.com/feed/special/sk-hynix-custom-hbm-boosts-inference-performance-by-up-to-5-15x-11149 nashnova en 2026-09-01T09:18:15.832Z SK Hynix Custom HBM Boosts Inference Performance by Up to 5.15x https://www.nashnova.com/feed/special/samsung-lpddr5x-pim-targets-mass-production-in-early-2027-with-3-8x-performance-11148 nashnova en 2026-09-01T09:17:29.139Z Samsung LPDDR5X-PIM Targets Mass Production in Early 2027 with 3.8x Performance Boost https://www.nashnova.com/feed/special/byd-august-auto-sales-reach-440-300-units-up-17-84-percent-yoy-11147 nashnova en 2026-09-01T09:16:33.913Z BYD August Auto Sales Reach 440,300 Units, Up 17.84% YoY 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https://www.nashnova.com/feed/special/geely-auto-reports-august-total-sales-of-270-000-units-up-8-percent-yoy-11142 nashnova en 2026-09-01T08:41:15.514Z Geely Auto Reports August Total Sales of 270,000 Units, Up 8% YoY https://www.nashnova.com/feed/special/china-bank-stocks-extend-record-rally-as-net-interest-margin-recovery-drives-11141 nashnova en 2026-09-01T08:32:40.521Z China Bank Stocks Extend Record Rally as Net Interest Margin Recovery Drives Valuation Re-Rating https://www.nashnova.com/feed/special/two-supertankers-hit-by-unidentified-flying-objects-in-the-strait-of-hormuz-11140 nashnova en 2026-09-01T08:31:35.919Z Two Supertankers Hit by Unidentified Flying Objects in the Strait of Hormuz https://www.nashnova.com/feed/special/metas-18-billion-settlement-sets-precedent-for-enforcement-as-legislation-11138 nashnova en 2026-09-01T08:30:27.751Z Meta's $18 Billion Settlement Sets Precedent for Enforcement-as-Legislation Regulatory Approach https://www.nashnova.com/feed/special/european-and-u-s-stocks-weaken-on-september-1-as-energy-inflation-fears-push-11137 nashnova en 2026-09-01T08:28:59.730Z European and U.S. stocks weaken on September 1 as energy inflation fears push bond yields higher https://www.nashnova.com/feed/special/micron-taiwan-union-threatens-strike-over-bonus-distribution-dispute-11136 nashnova en 2026-09-01T08:27:54.340Z Micron Taiwan Union Threatens Strike Over Bonus Distribution Dispute https://www.nashnova.com/feed/special/dividend-income-tax-for-foreign-individuals-and-foreign-invested-enterprises-11135 nashnova en 2026-09-01T08:26:59.257Z Dividend Income Tax for Foreign Individuals and Foreign-Invested Enterprises Unified at 20% https://www.nashnova.com/feed/special/u-s-tightens-robot-export-controls-putting-asian-manufacturers-in-a-china-u-s-11134 nashnova en 2026-09-01T08:18:13.569Z U.S. Tightens Robot Export Controls, Putting Asian Manufacturers in a China-U.S. Market Dilemma https://www.nashnova.com/feed/special/eurozone-august-manufacturing-pmi-rises-to-52-7-hitting-over-four-year-high-11133 nashnova en 2026-09-01T08:16:54.334Z Eurozone August Manufacturing PMI Rises to 52.7, Hitting Over Four-Year High https://www.nashnova.com/feed/special/germanys-august-manufacturing-pmi-rises-to-51-month-high-11132 nashnova en 2026-09-01T08:06:34.557Z Germany's August Manufacturing PMI Rises to 51-Month High https://www.nashnova.com/feed/special/barclays-warns-el-nino-could-drive-palm-oil-and-rubber-prices-up-40-percent-11131 nashnova en 2026-09-01T08:01:21.847Z Barclays Warns: El Niño Could Drive Palm Oil and Rubber Prices Up 40% https://www.nashnova.com/feed/special/after-record-foreign-inflows-into-a-shares-ubs-expects-buying-pace-to-slow-in-h2-11130 nashnova en 2026-09-01T07:36:54.229Z After Record Foreign Inflows into A-Shares, UBS Expects Buying Pace to Slow in H2 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Delivers 35,836 Vehicles in August, Up 14.5% YoY https://www.nashnova.com/feed/special/xpeng-delivers-39-107-vehicles-in-august-up-4-percent-yoy-11116 nashnova en 2026-09-01T04:31:46.976Z XPeng Delivers 39,107 Vehicles in August, Up 4% YoY https://www.nashnova.com/feed/special/novartis-suspends-eight-clinical-trials-after-three-patient-deaths-in-car-t-11115 nashnova en 2026-09-01T04:27:00.873Z Novartis Suspends Eight Clinical Trials After Three Patient Deaths in CAR-T Therapy https://www.nashnova.com/feed/special/li-auto-delivered-37-679-vehicles-in-august-cumulative-deliveries-surpass-1-8-11114 nashnova en 2026-09-01T04:23:34.735Z Li Auto Delivered 37,679 Vehicles in August, Cumulative Deliveries Surpass 1.8 Million https://www.nashnova.com/feed/special/hormuz-transit-volume-stays-in-single-digits-as-saudi-tanker-intercepted-by-iran-11113 nashnova en 2026-09-01T04:22:26.270Z Hormuz Transit Volume Stays in Single Digits as Saudi Tanker Intercepted by Iran https://www.nashnova.com/feed/special/tsmc-delays-cowos-equipment-orders-as-copos-plan-emerges-11112 nashnova en 2026-09-01T04:16:34.776Z TSMC Delays CoWoS Equipment Orders as CoPoS Plan Emerges https://www.nashnova.com/feed/special/japan-10-year-jgb-yield-hits-3-percent-for-first-time-in-nearly-30-years-auction-11111 nashnova en 2026-09-01T04:13:02.393Z Japan 10-Year JGB Yield Hits 3% for First Time in Nearly 30 Years; Auction Demand Remains Solid https://www.nashnova.com/feed/special/top-ai-model-companies-bet-on-scaling-laws-sacrificing-short-term-cash-flow-for-11110 nashnova en 2026-09-01T04:11:38.667Z Top AI Model Companies Bet on Scaling Laws, Sacrificing Short-Term Cash Flow for Compute Power https://www.nashnova.com/feed/special/chip-tax-revenue-surges-as-south-korea-plans-record-12-8-percent-fiscal-spending-11109 nashnova en 2026-09-01T03:23:03.604Z Chip Tax Revenue Surges as South Korea Plans Record 12.8% Fiscal Spending Expansion for 2027 https://www.nashnova.com/feed/special/china-ai-model-usage-surges-as-cloud-capex-enters-new-expansion-cycle-11108 nashnova en 2026-09-01T03:14:01.420Z China AI Model Usage Surges as Cloud Capex Enters New Expansion Cycle https://www.nashnova.com/feed/special/samsung-locks-up-70-percent-of-memory-production-capacity-driving-hbm-spot-11107 nashnova en 2026-09-01T03:12:23.886Z Samsung Locks Up 70% of Memory Production Capacity, Driving HBM Spot Prices Higher https://www.nashnova.com/feed/special/jcet-raises-2026-capital-expenditure-to-rmb-10-billion-11106 nashnova en 2026-09-01T03:11:31.838Z JCET Raises 2026 Capital Expenditure to RMB 10 Billion https://www.nashnova.com/feed/special/u-s-and-china-negotiate-tariff-cuts-ahead-of-summit-but-disagree-on-scope-11105 nashnova en 2026-09-01T03:07:46.303Z U.S. and China Negotiate Tariff Cuts Ahead of Summit, but Disagree on Scope https://www.nashnova.com/feed/special/tech-giants-custom-chips-struggle-to-breach-nvidias-ecosystem-moat-11104 nashnova en 2026-09-01T03:06:34.113Z Tech Giants' Custom Chips Struggle to Breach NVIDIA's Ecosystem Moat https://www.nashnova.com/feed/special/zinc-prices-hit-over-four-year-high-as-supply-tightening-drives-27-percent-year-11103 nashnova en 2026-09-01T02:51:50.974Z Zinc Prices Hit Over Four-Year High as Supply Tightening Drives 27% Year-to-Date Gain https://www.nashnova.com/feed/special/chinas-solar-pv-installed-capacity-surpasses-coal-power-for-the-first-time-11102 nashnova en 2026-09-01T02:21:43.454Z China's Solar PV Installed Capacity Surpasses Coal Power for the First Time, Reaching 1.286 Billion Kilowatts https://www.nashnova.com/feed/special/anthropic-pauses-ai-training-and-cybersecurity-assessment-discloses-three-11101 nashnova en 2026-09-01T02:12:30.145Z Anthropic Pauses AI Training and Cybersecurity Assessment, Discloses Three Unauthorized Access Incidents https://www.nashnova.com/feed/special/zhongsheng-holdings-usd-bond-yields-break-10-percent-as-half-year-profits-plunge-11100 nashnova en 2026-09-01T02:02:07.290Z Zhongsheng Holdings USD Bond Yields Break 10% as Half-Year Profits Plunge 89% https://www.nashnova.com/feed/special/chinas-august-manufacturing-pmi-rises-to-51-5-11099 nashnova en 2026-09-01T01:51:17.607Z China's August Manufacturing PMI Rises to 51.5 https://www.nashnova.com/feed/special/south-koreas-august-exports-surge-68-7-percent-chips-hit-record-46-6-billion-11098 nashnova en 2026-09-01T01:47:36.866Z South Korea's August Exports Surge 68.7%, Chips Hit Record $46.6 Billion https://www.nashnova.com/feed/special/south-korean-president-lee-jae-myung-rate-hikes-are-now-inevitable-11097 nashnova en 2026-09-01T01:46:26.090Z South Korean President Lee Jae-myung: Rate Hikes Are Now Inevitable https://www.nashnova.com/feed/special/u-s-30-year-treasury-yield-posts-most-above-5-percent-closing-days-this-year-11096 nashnova en 2026-09-01T01:42:11.105Z U.S. 30-Year Treasury Yield Posts Most Above-5% Closing Days This Year Since 2006 https://www.nashnova.com/feed/special/barclays-maintains-underweight-on-meituan-earnings-recovering-but-margins-11095 nashnova en 2026-09-01T01:17:05.953Z Barclays Maintains Underweight on Meituan: Earnings Recovering but Margins Unlikely to Return to Peak https://www.nashnova.com/feed/special/nvidia-invests-3-5-billion-in-mediatek-to-jointly-develop-custom-ai-data-center-11094 nashnova en 2026-09-01T01:06:52.405Z Nvidia Invests $3.5 Billion in MediaTek to Jointly Develop Custom AI Data Center Chips https://www.nashnova.com/feed/special/japans-august-manufacturing-pmi-rises-to-54-9-new-order-growth-hits-highest-11093 nashnova en 2026-09-01T00:52:28.770Z Japan's August Manufacturing PMI Rises to 54.9, New Order Growth Hits Highest Since 2018 https://www.nashnova.com/feed/special/south-koreas-august-manufacturing-pmi-falls-to-52-3-marking-nine-consecutive-11092 nashnova en 2026-09-01T00:51:25.384Z South Korea's August Manufacturing PMI Falls to 52.3, Marking Nine Consecutive Months of Expansion https://www.nashnova.com/feed/special/japan-q2-corporate-capex-up-2-9-percent-profits-significantly-beat-expectations-11091 nashnova en 2026-09-01T00:26:46.119Z Japan Q2 Corporate Capex Up 2.9%, Profits Significantly Beat Expectations https://www.nashnova.com/feed/special/ai-disrupts-it-consulting-accenture-down-27-percent-capgemini-down-31-percent-11090 nashnova en 2026-09-01T00:22:06.496Z AI Disrupts IT Consulting: Accenture Down 27%, Capgemini Down 31% https://www.nashnova.com/feed/special/openais-in-house-ai-chip-jalapeno-achieves-9-month-design-cycle-11089 nashnova en 2026-09-01T00:17:54.207Z OpenAI's In-House AI Chip Jalapeno Achieves 9-Month Design Cycle https://www.nashnova.com/feed/special/nvidia-launches-in-house-nvhbm-and-expands-nvlink-fusion-11088 nashnova en 2026-09-01T00:17:03.875Z NVIDIA Launches In-House NVHBM and Expands NVLink Fusion https://www.nashnova.com/feed/special/goldman-sachs-raises-2026-humanoid-robot-shipment-forecast-to-75-000-units-11087 nashnova en 2026-08-31T23:52:04.658Z Goldman Sachs Raises 2026 Humanoid Robot Shipment Forecast to 75,000 Units https://www.nashnova.com/feed/special/anthropic-signs-35-billion-cloud-computing-deal-nvidia-backs-lambda-as-compute-11086 nashnova en 2026-08-31T23:36:58.870Z Anthropic Signs $35 Billion Cloud Computing Deal, Nvidia Backs Lambda as Compute Provider https://www.nashnova.com/feed/special/u-s-oil-companies-take-over-venezuelan-oil-fields-squeezing-out-chinese-and-11085 nashnova en 2026-08-31T23:11:50.931Z U.S. Oil Companies Take Over Venezuelan Oil Fields, Squeezing Out Chinese and Russian Firms https://www.nashnova.com/feed/special/sheins-hong-kong-ipo-priced-at-26-billion-valuation-grey-market-down-17-percent-11084 nashnova en 2026-08-31T22:12:20.251Z Shein's Hong Kong IPO Priced at $26 Billion Valuation, Grey Market Down 17% https://www.nashnova.com/feed/special/rising-oil-prices-reinforce-hawkish-fed-expectations-gold-falls-to-two-week-low-11083 nashnova en 2026-08-31T21:51:32.066Z Rising Oil Prices Reinforce Hawkish Fed Expectations, Gold Falls to Two-Week Low https://www.nashnova.com/feed/special/apple-accuses-openai-employees-of-accessing-circuit-diagram-trade-secrets-after-11082 nashnova en 2026-08-31T20:56:24.926Z Apple Accuses OpenAI Employees of Accessing Circuit Diagram Trade Secrets After Departure https://www.nashnova.com/feed/special/trump-responds-to-warshs-possible-rate-hike-hell-do-what-he-has-to-do-11081 nashnova en 2026-08-31T20:42:02.395Z Trump Responds to Warsh's Possible Rate Hike: He'll Do What He Has to Do https://www.nashnova.com/feed/special/dow-drops-373-points-at-close-all-three-major-indexes-still-post-monthly-gains-11080 nashnova en 2026-08-31T20:22:02.345Z Dow Drops 373 Points at Close; All Three Major Indexes Still Post Monthly Gains for August https://www.nashnova.com/feed/special/agricultural-commodities-post-largest-august-gain-in-14-years-as-food-inflation-11079 nashnova en 2026-08-31T20:07:59.112Z Agricultural Commodities Post Largest August Gain in 14 Years as Food Inflation Pressures Mount https://www.nashnova.com/feed/special/u-s-treasury-long-bond-buyback-size-may-be-confirmed-by-thursday-11078 nashnova en 2026-08-31T20:06:41.032Z U.S. Treasury Long-Bond Buyback Size May Be Confirmed by Thursday https://www.nashnova.com/feed/special/multiple-firms-bullish-on-meta-undervalued-drawing-parallels-to-googles-rally-11077 nashnova en 2026-08-31T18:21:55.352Z Multiple Firms Bullish on Meta: Undervalued, Drawing Parallels to Google's Rally After Legal Overhang Cleared https://www.nashnova.com/feed/special/u-s-military-drafts-periodic-strikes-plan-for-hormuz-trump-may-approve-11076 nashnova en 2026-08-31T18:16:51.343Z U.S. Military Drafts "Periodic Strikes" Plan for Hormuz; Trump May Approve https://www.nashnova.com/feed/special/us-ftc-plans-to-sue-amazon-over-alleged-ad-auction-manipulation-11075 nashnova en 2026-08-31T18:11:58.982Z US FTC Plans to Sue Amazon Over Alleged Ad Auction Manipulation https://www.nashnova.com/feed/special/palo-alto-networks-q4-earnings-approaching-valuation-pressure-takes-center-stage-11074 nashnova en 2026-08-31T17:57:18.606Z Palo Alto Networks Q4 Earnings Approaching: Valuation Pressure Takes Center Stage https://www.nashnova.com/zh/feed/special/medtronic-fy2027-q1-earnings-beat-expectations-full-year-guidance-raised-on-both-11174 nashnova zh-cn 2026-09-01T12:17:24.944Z 美敦力FY2027一季报超预期,全年指引双双上调 https://www.nashnova.com/zh/feed/special/morgan-stanley-upgrades-robinhood-to-overweight-with-150-target-implying-43-11173 nashnova zh-cn 2026-09-01T11:47:01.237Z 大摩上调罗宾汉至增持,目标价150美元隐含43%空间 https://www.nashnova.com/zh/feed/special/deutsche-bank-rates-ai-hardware-pick-and-shovel-stocks-lumentum-and-coherent-11172 nashnova zh-cn 2026-09-01T11:37:58.092Z 德意志银行评级AI硬件镐铲股:光迅、Coherent获最高信念买入 https://www.nashnova.com/zh/feed/special/ecb-raises-interest-rates-again-amid-rising-inflation-11171 nashnova zh-cn 2026-09-01T11:36:47.131Z 欧洲央行因通胀上升再度加息 https://www.nashnova.com/zh/feed/special/q2-earnings-season-hits-record-highs-but-ai-investment-returns-remain-an-open-11170 nashnova zh-cn 2026-09-01T11:32:05.437Z Q2财报季创纪录,AI投资回报问题仍悬而未决 https://www.nashnova.com/zh/feed/special/trillion-dollar-dislocation-risk-hidden-beneath-calm-credit-markets-11169 nashnova zh-cn 2026-09-01T11:18:43.406Z 平静信用市场下隐藏万亿美元错位风险 https://www.nashnova.com/zh/feed/special/openai-fights-back-against-apple-trade-secret-lawsuit-allegations-baseless-aimed-11168 nashnova zh-cn 2026-09-01T11:17:21.127Z OpenAI反击苹果商业秘密诉讼:指控无据、意在阻挠招聘 https://www.nashnova.com/zh/feed/special/tanus-officially-takes-the-helm-at-apple-as-memory-crisis-and-ai-shortcomings-11167 nashnova zh-cn 2026-09-01T11:14:02.268Z 特努斯正式接掌苹果,内存危机与AI短板待解 https://www.nashnova.com/zh/feed/special/novartis-oral-ms-drug-meets-endpoints-in-two-phase-3-trials-stock-rises-over-4-11166 nashnova zh-cn 2026-09-01T11:12:48.265Z 诺华多发性硬化症口服药两期三期试验达标,股价涨逾4% https://www.nashnova.com/zh/feed/special/us-ftc-sues-amazon-for-deceiving-advertisers-over-20-states-join-claim-seeking-11165 nashnova zh-cn 2026-09-01T11:11:41.340Z 美国FTC起诉亚马逊欺骗广告商,逾20州联合索赔逾200亿美元 https://www.nashnova.com/zh/feed/special/nvidia-revives-rubin-cpx-inference-chip-targeting-long-context-prefill-costs-11164 nashnova zh-cn 2026-09-01T10:59:45.267Z 英伟达重启Rubin CPX推理芯片,瞄准长上下文预填充成本 https://www.nashnova.com/zh/feed/special/softbanks-sb-energy-eyes-u-s-ipo-betting-on-ai-data-center-power-demand-11163 nashnova zh-cn 2026-09-01T10:58:27.003Z 软银旗下SB Energy赴美IPO,押注AI数据中心电力需求 https://www.nashnova.com/zh/feed/special/strike-deals-heavy-blow-to-hyundai-motor-august-global-sales-drop-to-four-year-11162 nashnova zh-cn 2026-09-01T10:57:15.996Z 罢工重创现代汽车,8月全球销量跌至四年低点 https://www.nashnova.com/zh/feed/special/great-wall-motor-august-sales-at-113-400-units-down-1-87-percent-yoy-11161 nashnova zh-cn 2026-09-01T10:56:23.019Z 长城汽车8月销量11.34万台,同比降1.87% https://www.nashnova.com/zh/feed/special/macau-august-ggr-down-1-2-percent-yoy-but-up-8-1-percent-mom-11160 nashnova zh-cn 2026-09-01T10:36:46.870Z 澳门8月博彩收入同比降1.2%,环比回升8.1% https://www.nashnova.com/zh/feed/special/texas-halts-data-center-grid-connections-as-phantom-demand-in-u-s-ai-power-11159 nashnova zh-cn 2026-09-01T10:24:16.340Z 德州叫停数据中心接网,美国AI用电"幽灵需求"浮出水面 https://www.nashnova.com/zh/feed/special/u-s-officials-accuse-cosco-shipping-of-hiding-equipment-to-gather-military-11158 nashnova zh-cn 2026-09-01T10:23:08.002Z 美官员指中远海运藏设备为北京收集军事情报 https://www.nashnova.com/zh/feed/special/u-s-to-push-for-relaxed-ai-regulation-stance-at-g20-11157 nashnova zh-cn 2026-09-01T10:21:57.642Z 美国将在G20推动AI宽松监管立场 https://www.nashnova.com/zh/feed/special/hsbc-asia-resembles-1997-crisis-but-risks-have-shifted-from-financial-to-demand-11156 nashnova zh-cn 2026-09-01T10:07:31.007Z 汇丰:亚洲与1997年危机相似,但风险已从金融转向需求 https://www.nashnova.com/zh/feed/special/nio-q2-revenue-reaches-rmb-32-14-billion-up-69-percent-yoy-slightly-below-market-11155 nashnova zh-cn 2026-09-01T10:06:25.648Z 蔚来Q2营收321.4亿元,同比增69%,略低于市场预期 https://www.nashnova.com/zh/feed/special/european-natural-gas-prices-rise-2-4-percent-as-storage-levels-trail-last-year-11154 nashnova zh-cn 2026-09-01T10:01:29.418Z 欧洲天然气价格涨2.4%,储气率低于去年同期12个百分点 https://www.nashnova.com/zh/feed/special/goldman-sachs-alibaba-clouds-ai-computing-investment-to-break-even-in-three-11153 nashnova zh-cn 2026-09-01T09:51:58.442Z 高盛:阿里云算力投入三年回本,2030年外部云收入目标千亿美元 https://www.nashnova.com/zh/feed/special/chinese-court-freezes-over-2-1-billion-yuan-of-nexperia-assets-as-wingtech-11152 nashnova zh-cn 2026-09-01T09:38:06.298Z 中国法院冻结Nexperia逾21亿元资产,永捷科技控制权争夺升级 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https://www.nashnova.com/zh/feed/special/china-bank-stocks-extend-record-rally-as-net-interest-margin-recovery-drives-11141 nashnova zh-cn 2026-09-01T08:32:40.521Z 中国银行股创纪录涨势延续,净息差回升推动估值重估 https://www.nashnova.com/zh/feed/special/two-supertankers-hit-by-unidentified-flying-objects-in-the-strait-of-hormuz-11140 nashnova zh-cn 2026-09-01T08:31:35.919Z 两艘超级油轮在霍尔木兹海峡遭不明飞行物击中 https://www.nashnova.com/zh/feed/special/metas-18-billion-settlement-sets-precedent-for-enforcement-as-legislation-11138 nashnova zh-cn 2026-09-01T08:30:27.751Z Meta180亿美元和解开创执法代立法监管先例 https://www.nashnova.com/zh/feed/special/european-and-u-s-stocks-weaken-on-september-1-as-energy-inflation-fears-push-11137 nashnova zh-cn 2026-09-01T08:28:59.730Z 欧美股市9月1日走弱,能源通胀忧虑推升债券收益率 https://www.nashnova.com/zh/feed/special/micron-taiwan-union-threatens-strike-over-bonus-distribution-dispute-11136 nashnova zh-cn 2026-09-01T08:27:54.340Z 美光台湾工会威胁罢工,争议焦点为奖金分配 https://www.nashnova.com/zh/feed/special/dividend-income-tax-for-foreign-individuals-and-foreign-invested-enterprises-11135 nashnova zh-cn 2026-09-01T08:26:59.257Z 外籍个人外资企业股息红利个税统一按20%征收 https://www.nashnova.com/zh/feed/special/u-s-tightens-robot-export-controls-putting-asian-manufacturers-in-a-china-u-s-11134 nashnova zh-cn 2026-09-01T08:18:13.569Z 美国机器人出口管制收紧,亚洲制造商面临中美市场两难 https://www.nashnova.com/zh/feed/special/eurozone-august-manufacturing-pmi-rises-to-52-7-hitting-over-four-year-high-11133 nashnova zh-cn 2026-09-01T08:16:54.334Z 欧元区8月制造业PMI升至52.7,逾四年新高 https://www.nashnova.com/zh/feed/special/germanys-august-manufacturing-pmi-rises-to-51-month-high-11132 nashnova zh-cn 2026-09-01T08:06:34.557Z 德国8月制造业PMI升至51个月高位 https://www.nashnova.com/zh/feed/special/barclays-warns-el-nino-could-drive-palm-oil-and-rubber-prices-up-40-percent-11131 nashnova zh-cn 2026-09-01T08:01:21.847Z 巴克莱警告:厄尔尼诺或推动棕榈油橡胶涨40% https://www.nashnova.com/zh/feed/special/after-record-foreign-inflows-into-a-shares-ubs-expects-buying-pace-to-slow-in-h2-11130 nashnova zh-cn 2026-09-01T07:36:54.229Z A股外资创纪录流入后,瑞银预计下半年买入节奏放缓 https://www.nashnova.com/zh/feed/special/byds-overseas-revenue-surpasses-domestic-market-for-the-first-time-as-price-war-11129 nashnova zh-cn 2026-09-01T07:22:30.048Z 比亚迪海外业务首超中国市场,价格战侵蚀中国利润 https://www.nashnova.com/zh/feed/special/asmls-high-na-euv-used-in-mass-production-of-logic-chips-for-the-first-time-11128 nashnova zh-cn 2026-09-01T07:21:42.194Z ASML高数值孔径EUV首次用于量产逻辑芯片 https://www.nashnova.com/zh/feed/special/three-ministries-issue-overseas-competition-compliance-guidelines-for-auto-11127 nashnova zh-cn 2026-09-01T07:16:37.261Z 三部门发布汽车行业境外竞争合规指引 https://www.nashnova.com/zh/feed/special/weakening-dollar-fuels-carry-trade-revival-accelerating-capital-flows-into-11126 nashnova zh-cn 2026-09-01T07:12:18.824Z 美元走弱推动套息交易升温,新兴市场资金流入加速 https://www.nashnova.com/zh/feed/special/london-stock-exchange-partners-with-payward-to-launch-tokenized-uk-stocks-going-11125 nashnova zh-cn 2026-09-01T07:00:35.440Z 伦敦证交所携手Payward推代币化英股,2027年上线 https://www.nashnova.com/zh/feed/special/bitcoin-kimchi-premium-returns-in-south-korea-as-retail-sentiment-warms-up-11124 nashnova zh-cn 2026-09-01T06:22:31.402Z 比特币韩国泡菜溢价重现,散户情绪回暖 https://www.nashnova.com/zh/feed/special/germanys-july-retail-sales-plunge-3-4-percent-mom-far-worse-than-expected-11123 nashnova zh-cn 2026-09-01T06:21:26.006Z 德国7月零售销售环比骤降3.4%,远超预期 https://www.nashnova.com/zh/feed/special/baidu-cfo-ai-investment-payback-period-shrinks-to-2-3-years-gross-margins-11122 nashnova zh-cn 2026-09-01T06:06:29.274Z 百度CFO:AI投资回收期缩至两三年,毛利率趋近广告业务 https://www.nashnova.com/zh/feed/special/france-imposes-environmental-fines-on-fast-fashion-giants-shein-temu-11121 nashnova zh-cn 2026-09-01T05:46:41.160Z 法国对Shein、Temu等快时尚开征环保罚款 https://www.nashnova.com/zh/feed/special/japan-u-s-g20-talks-confirm-continued-coordination-on-yen-exchange-rate-11120 nashnova zh-cn 2026-09-01T05:36:53.431Z 日美G20会谈确认继续协调日元汇率 https://www.nashnova.com/zh/feed/special/semi-raises-2028-fab-equipment-forecast-to-220-billion-11119 nashnova zh-cn 2026-09-01T05:11:19.676Z SEMI上调2028年晶圆厂设备预测至2200亿美元 https://www.nashnova.com/zh/feed/special/ecb-officials-warn-iran-war-could-keep-inflation-persistently-high-11118 nashnova zh-cn 2026-09-01T04:38:17.837Z 欧洲央行官员警告伊朗战争或致通胀持续高企 https://www.nashnova.com/zh/feed/special/nio-delivers-35-836-vehicles-in-august-up-14-5-percent-yoy-11117 nashnova zh-cn 2026-09-01T04:37:00.383Z 蔚来8月交付35836辆,同比增长14.5% https://www.nashnova.com/zh/feed/special/xpeng-delivers-39-107-vehicles-in-august-up-4-percent-yoy-11116 nashnova zh-cn 2026-09-01T04:31:46.976Z 小鹏汽车8月交付39107辆,同比增长4% https://www.nashnova.com/zh/feed/special/novartis-suspends-eight-clinical-trials-after-three-patient-deaths-in-car-t-11115 nashnova zh-cn 2026-09-01T04:27:00.873Z 诺华CAR-T疗法三患者死亡,暂停八项临床试验 https://www.nashnova.com/zh/feed/special/li-auto-delivered-37-679-vehicles-in-august-cumulative-deliveries-surpass-1-8-11114 nashnova zh-cn 2026-09-01T04:23:34.735Z 理想汽车8月交付37679辆,累计交付超180万辆 https://www.nashnova.com/zh/feed/special/hormuz-transit-volume-stays-in-single-digits-as-saudi-tanker-intercepted-by-iran-11113 nashnova zh-cn 2026-09-01T04:22:26.270Z 霍尔木兹过境量维持个位数,沙特油轮遭伊朗拦截 https://www.nashnova.com/zh/feed/special/tsmc-delays-cowos-equipment-orders-as-copos-plan-emerges-11112 nashnova zh-cn 2026-09-01T04:16:34.776Z 台积电推迟CoWoS设备订单,CoPoS计划浮出水面 https://www.nashnova.com/zh/feed/special/japan-10-year-jgb-yield-hits-3-percent-for-first-time-in-nearly-30-years-auction-11111 nashnova zh-cn 2026-09-01T04:13:02.393Z 日本10年期国债收益率触及3%,近30年首次,拍卖需求稳健 https://www.nashnova.com/zh/feed/special/top-ai-model-companies-bet-on-scaling-laws-sacrificing-short-term-cash-flow-for-11110 nashnova zh-cn 2026-09-01T04:11:38.667Z 顶尖大模型公司押注Scaling Laws,宁弃短期现金流换算力 https://www.nashnova.com/zh/feed/special/chip-tax-revenue-surges-as-south-korea-plans-record-12-8-percent-fiscal-spending-11109 nashnova zh-cn 2026-09-01T03:23:03.604Z 芯片税收暴增,韩国2027年财政支出创纪录扩张12.8% https://www.nashnova.com/zh/feed/special/china-ai-model-usage-surges-as-cloud-capex-enters-new-expansion-cycle-11108 nashnova zh-cn 2026-09-01T03:14:01.420Z 中国AI模型用量激增,云端资本开支进入新扩张周期 https://www.nashnova.com/zh/feed/special/samsung-locks-up-70-percent-of-memory-production-capacity-driving-hbm-spot-11107 nashnova zh-cn 2026-09-01T03:12:23.886Z 三星锁定70%存储产能,HBM现货价格随之上涨 https://www.nashnova.com/zh/feed/special/jcet-raises-2026-capital-expenditure-to-rmb-10-billion-11106 nashnova zh-cn 2026-09-01T03:11:31.838Z 长电科技上调2026年资本开支至100亿元 https://www.nashnova.com/zh/feed/special/u-s-and-china-negotiate-tariff-cuts-ahead-of-summit-but-disagree-on-scope-11105 nashnova zh-cn 2026-09-01T03:07:46.303Z 中美峰会前磋商关税削减,双方在范围上存分歧 https://www.nashnova.com/zh/feed/special/tech-giants-custom-chips-struggle-to-breach-nvidias-ecosystem-moat-11104 nashnova zh-cn 2026-09-01T03:06:34.113Z 科技巨头自研芯片难撼英伟达生态护城河 https://www.nashnova.com/zh/feed/special/zinc-prices-hit-over-four-year-high-as-supply-tightening-drives-27-percent-year-11103 nashnova zh-cn 2026-09-01T02:51:50.974Z 锌价涨至四年多高位,供应收紧推动年内涨幅达27% https://www.nashnova.com/zh/feed/special/chinas-solar-pv-installed-capacity-surpasses-coal-power-for-the-first-time-11102 nashnova zh-cn 2026-09-01T02:21:43.454Z 中国光伏装机首超煤电,达12.86亿千瓦 https://www.nashnova.com/zh/feed/special/anthropic-pauses-ai-training-and-cybersecurity-assessment-discloses-three-11101 nashnova zh-cn 2026-09-01T02:12:30.145Z Anthropic暂停AI训练及网络安全评估,披露三起未授权行为事件 https://www.nashnova.com/zh/feed/special/zhongsheng-holdings-usd-bond-yields-break-10-percent-as-half-year-profits-plunge-11100 nashnova zh-cn 2026-09-01T02:02:07.290Z 中升控股美元债收益率破10%,半年利润骤降89% https://www.nashnova.com/zh/feed/special/chinas-august-manufacturing-pmi-rises-to-51-5-11099 nashnova zh-cn 2026-09-01T01:51:17.607Z 中国8月制造业PMI升至51.5 https://www.nashnova.com/zh/feed/special/south-koreas-august-exports-surge-68-7-percent-chips-hit-record-46-6-billion-11098 nashnova zh-cn 2026-09-01T01:47:36.866Z 韩国8月出口增68.7%,芯片创纪录466亿美元 https://www.nashnova.com/zh/feed/special/south-korean-president-lee-jae-myung-rate-hikes-are-now-inevitable-11097 nashnova zh-cn 2026-09-01T01:46:26.090Z 韩国总统李在明:加息已不可避免 https://www.nashnova.com/zh/feed/special/u-s-30-year-treasury-yield-posts-most-above-5-percent-closing-days-this-year-11096 nashnova zh-cn 2026-09-01T01:42:11.105Z 美30年期国债收益率今年逾5%收盘天数创2006年来最多 https://www.nashnova.com/zh/feed/special/barclays-maintains-underweight-on-meituan-earnings-recovering-but-margins-11095 nashnova zh-cn 2026-09-01T01:17:05.953Z 巴克莱维持美团减持:盈利回归但利润率难复峰值 https://www.nashnova.com/zh/feed/special/nvidia-invests-3-5-billion-in-mediatek-to-jointly-develop-custom-ai-data-center-11094 nashnova zh-cn 2026-09-01T01:06:52.405Z 英伟达35亿美元投资联发科,共推AI定制数据中心芯片 https://www.nashnova.com/zh/feed/special/japans-august-manufacturing-pmi-rises-to-54-9-new-order-growth-hits-highest-11093 nashnova zh-cn 2026-09-01T00:52:28.770Z 日本8月制造业PMI升至54.9,新订单增速创2018年来新高 https://www.nashnova.com/zh/feed/special/south-koreas-august-manufacturing-pmi-falls-to-52-3-marking-nine-consecutive-11092 nashnova zh-cn 2026-09-01T00:51:25.384Z 韩国8月制造业PMI降至52.3,连续九个月扩张 https://www.nashnova.com/zh/feed/special/japan-q2-corporate-capex-up-2-9-percent-profits-significantly-beat-expectations-11091 nashnova zh-cn 2026-09-01T00:26:46.119Z 日本二季度企业资本支出增2.9%,利润大幅超预期 https://www.nashnova.com/zh/feed/special/ai-disrupts-it-consulting-accenture-down-27-percent-capgemini-down-31-percent-11090 nashnova zh-cn 2026-09-01T00:22:06.496Z AI冲击IT咨询业,埃森哲跌27%、凯捷跌31% https://www.nashnova.com/zh/feed/special/openais-in-house-ai-chip-jalapeno-achieves-9-month-design-cycle-11089 nashnova zh-cn 2026-09-01T00:17:54.207Z OpenAI自研AI芯片Jalapeno设计周期压缩至9个月 https://www.nashnova.com/zh/feed/special/nvidia-launches-in-house-nvhbm-and-expands-nvlink-fusion-11088 nashnova zh-cn 2026-09-01T00:17:03.875Z 英伟达推出自研NVHBM并扩展NVLink Fusion https://www.nashnova.com/zh/feed/special/goldman-sachs-raises-2026-humanoid-robot-shipment-forecast-to-75-000-units-11087 nashnova zh-cn 2026-08-31T23:52:04.658Z 高盛将2026年人形机器人出货预测上调至7.5万台 https://www.nashnova.com/zh/feed/special/anthropic-signs-35-billion-cloud-computing-deal-nvidia-backs-lambda-as-compute-11086 nashnova zh-cn 2026-08-31T23:36:58.870Z Anthropic签350亿美元云计算协议,英伟达背书Lambda供算力 https://www.nashnova.com/zh/feed/special/u-s-oil-companies-take-over-venezuelan-oil-fields-squeezing-out-chinese-and-11085 nashnova zh-cn 2026-08-31T23:11:50.931Z 美国油企接管委内瑞拉油田,中俄公司出局 https://www.nashnova.com/zh/feed/special/sheins-hong-kong-ipo-priced-at-26-billion-valuation-grey-market-down-17-percent-11084 nashnova zh-cn 2026-08-31T22:12:20.251Z Shein港股IPO定价26亿美元估值,灰市跌17% https://www.nashnova.com/zh/feed/special/rising-oil-prices-reinforce-hawkish-fed-expectations-gold-falls-to-two-week-low-11083 nashnova zh-cn 2026-08-31T21:51:32.066Z 油价上涨强化鹰派美联储预期,黄金跌至两周低点 https://www.nashnova.com/zh/feed/special/apple-accuses-openai-employees-of-accessing-circuit-diagram-trade-secrets-after-11082 nashnova zh-cn 2026-08-31T20:56:24.926Z 苹果指控OpenAI员工离职后仍访问电路图商业机密 https://www.nashnova.com/zh/feed/special/trump-responds-to-warshs-possible-rate-hike-hell-do-what-he-has-to-do-11081 nashnova zh-cn 2026-08-31T20:42:02.395Z 特朗普回应沃什可能加息:他会做该做的事 https://www.nashnova.com/zh/feed/special/dow-drops-373-points-at-close-all-three-major-indexes-still-post-monthly-gains-11080 nashnova zh-cn 2026-08-31T20:22:02.345Z 道指跌373点收盘,三大指数8月仍录得月度涨幅 https://www.nashnova.com/zh/feed/special/agricultural-commodities-post-largest-august-gain-in-14-years-as-food-inflation-11079 nashnova zh-cn 2026-08-31T20:07:59.112Z 农产品8月涨幅创14年新高,食品通胀压力升温 https://www.nashnova.com/zh/feed/special/u-s-treasury-long-bond-buyback-size-may-be-confirmed-by-thursday-11078 nashnova zh-cn 2026-08-31T20:06:41.032Z 美国财政部长期国债回购规模或于本周四前确认 https://www.nashnova.com/zh/feed/special/multiple-firms-bullish-on-meta-undervalued-drawing-parallels-to-googles-rally-11077 nashnova zh-cn 2026-08-31T18:21:55.352Z 多家机构看多Meta:估值偏低,类比谷歌法律清障后的行情 https://www.nashnova.com/zh/feed/special/u-s-military-drafts-periodic-strikes-plan-for-hormuz-trump-may-approve-11076 nashnova zh-cn 2026-08-31T18:16:51.343Z 美军拟定霍尔木兹"定期打击"方案,特朗普或批准 https://www.nashnova.com/zh/feed/special/us-ftc-plans-to-sue-amazon-over-alleged-ad-auction-manipulation-11075 nashnova zh-cn 2026-08-31T18:11:58.982Z 美国联邦贸易委员会拟起诉亚马逊操纵广告竞价 https://www.nashnova.com/zh/feed/special/palo-alto-networks-q4-earnings-approaching-valuation-pressure-takes-center-stage-11074 nashnova zh-cn 2026-08-31T17:57:18.606Z Palo Alto Networks Q4财报将至,估值压力成核心焦点 https://www.nashnova.com/zh-hant/feed/special/medtronic-fy2027-q1-earnings-beat-expectations-full-year-guidance-raised-on-both-11174 nashnova zh-tw 2026-09-01T12:17:24.944Z 美敦力FY2027首季財報超預期,全年指引雙雙上調 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-upgrades-robinhood-to-overweight-with-150-target-implying-43-11173 nashnova zh-tw 2026-09-01T11:47:01.237Z 大摩上調羅賓漢至增持,目標價150美元隱含43%空間 https://www.nashnova.com/zh-hant/feed/special/deutsche-bank-rates-ai-hardware-pick-and-shovel-stocks-lumentum-and-coherent-11172 nashnova zh-tw 2026-09-01T11:37:58.092Z 德意志銀行評級AI硬體鎬鏟股:光訊、Coherent獲最高信念買入 https://www.nashnova.com/zh-hant/feed/special/ecb-raises-interest-rates-again-amid-rising-inflation-11171 nashnova zh-tw 2026-09-01T11:36:47.131Z 歐洲央行因通膨上升再度加息 https://www.nashnova.com/zh-hant/feed/special/q2-earnings-season-hits-record-highs-but-ai-investment-returns-remain-an-open-11170 nashnova zh-tw 2026-09-01T11:32:05.437Z Q2財報季創紀錄,AI投資回報問題仍懸而未決 https://www.nashnova.com/zh-hant/feed/special/trillion-dollar-dislocation-risk-hidden-beneath-calm-credit-markets-11169 nashnova zh-tw 2026-09-01T11:18:43.406Z 平靜信用市場下隱藏萬億美元錯位風險 https://www.nashnova.com/zh-hant/feed/special/openai-fights-back-against-apple-trade-secret-lawsuit-allegations-baseless-aimed-11168 nashnova zh-tw 2026-09-01T11:17:21.127Z OpenAI反擊蘋果商業秘密訴訟:指控無據、意在阻撓招聘 https://www.nashnova.com/zh-hant/feed/special/tanus-officially-takes-the-helm-at-apple-as-memory-crisis-and-ai-shortcomings-11167 nashnova zh-tw 2026-09-01T11:14:02.268Z 特努斯正式接掌蘋果,記憶體危機與AI短板待解 https://www.nashnova.com/zh-hant/feed/special/novartis-oral-ms-drug-meets-endpoints-in-two-phase-3-trials-stock-rises-over-4-11166 nashnova zh-tw 2026-09-01T11:12:48.265Z 諾華多發性硬化症口服藥兩項三期試驗達標,股價漲逾4% https://www.nashnova.com/zh-hant/feed/special/us-ftc-sues-amazon-for-deceiving-advertisers-over-20-states-join-claim-seeking-11165 nashnova zh-tw 2026-09-01T11:11:41.340Z 美國FTC起訴亞馬遜欺騙廣告商,逾20州聯合索賠逾200億美元 https://www.nashnova.com/zh-hant/feed/special/nvidia-revives-rubin-cpx-inference-chip-targeting-long-context-prefill-costs-11164 nashnova zh-tw 2026-09-01T10:59:45.267Z 輝達重啟Rubin CPX推理晶片,瞄準長上下文預填充成本 https://www.nashnova.com/zh-hant/feed/special/softbanks-sb-energy-eyes-u-s-ipo-betting-on-ai-data-center-power-demand-11163 nashnova zh-tw 2026-09-01T10:58:27.003Z 軟銀旗下SB Energy赴美IPO,押注AI數據中心電力需求 https://www.nashnova.com/zh-hant/feed/special/strike-deals-heavy-blow-to-hyundai-motor-august-global-sales-drop-to-four-year-11162 nashnova zh-tw 2026-09-01T10:57:15.996Z 罷工重創現代汽車,8月全球銷量跌至四年低點 https://www.nashnova.com/zh-hant/feed/special/great-wall-motor-august-sales-at-113-400-units-down-1-87-percent-yoy-11161 nashnova zh-tw 2026-09-01T10:56:23.019Z 長城汽車8月銷量11.34萬台,同比降1.87% https://www.nashnova.com/zh-hant/feed/special/macau-august-ggr-down-1-2-percent-yoy-but-up-8-1-percent-mom-11160 nashnova zh-tw 2026-09-01T10:36:46.870Z 澳門8月博彩收入同比降1.2%,環比回升8.1% https://www.nashnova.com/zh-hant/feed/special/texas-halts-data-center-grid-connections-as-phantom-demand-in-u-s-ai-power-11159 nashnova zh-tw 2026-09-01T10:24:16.340Z 德州叫停數據中心接網,美國AI用電「幽靈需求」浮出水面 https://www.nashnova.com/zh-hant/feed/special/u-s-officials-accuse-cosco-shipping-of-hiding-equipment-to-gather-military-11158 nashnova zh-tw 2026-09-01T10:23:08.002Z 美官員指中遠海運藏設備為北京收集軍事情報 https://www.nashnova.com/zh-hant/feed/special/u-s-to-push-for-relaxed-ai-regulation-stance-at-g20-11157 nashnova zh-tw 2026-09-01T10:21:57.642Z 美國將在G20推動AI寬鬆監管立場 https://www.nashnova.com/zh-hant/feed/special/hsbc-asia-resembles-1997-crisis-but-risks-have-shifted-from-financial-to-demand-11156 nashnova zh-tw 2026-09-01T10:07:31.007Z 匯豐:亞洲與1997年危機相似,但風險已從金融轉向需求 https://www.nashnova.com/zh-hant/feed/special/nio-q2-revenue-reaches-rmb-32-14-billion-up-69-percent-yoy-slightly-below-market-11155 nashnova zh-tw 2026-09-01T10:06:25.648Z 蔚來Q2營收321.4億元,同比增69%,略低於市場預期 https://www.nashnova.com/zh-hant/feed/special/european-natural-gas-prices-rise-2-4-percent-as-storage-levels-trail-last-year-11154 nashnova zh-tw 2026-09-01T10:01:29.418Z 歐洲天然氣價格漲2.4%,儲氣率低於去年同期12個百分點 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-alibaba-clouds-ai-computing-investment-to-break-even-in-three-11153 nashnova zh-tw 2026-09-01T09:51:58.442Z 高盛:阿里雲算力投入三年回本,2030年外部雲收入目標千億美元 https://www.nashnova.com/zh-hant/feed/special/chinese-court-freezes-over-2-1-billion-yuan-of-nexperia-assets-as-wingtech-11152 nashnova zh-tw 2026-09-01T09:38:06.298Z 中國法院凍結Nexperia逾21億元資產,永捷科技控制權爭奪升級 https://www.nashnova.com/zh-hant/feed/special/chinas-chip-equipment-localization-moving-from-functional-to-the-test-of-scaled-11151 nashnova zh-tw 2026-09-01T09:36:46.736Z 中國晶片設備國產化從「能用」邁向規模化量產考驗 https://www.nashnova.com/zh-hant/feed/special/samsung-electro-mechanics-discloses-mlcc-supply-deal-worth-over-100-billion-krw-11150 nashnova zh-tw 2026-09-01T09:19:04.461Z 三星電機披露逾千億韓元MLCC供貨大單 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-custom-hbm-boosts-inference-performance-by-up-to-5-15x-11149 nashnova zh-tw 2026-09-01T09:18:15.832Z SK海力士定製HBM推理性能最高提升5.15倍 https://www.nashnova.com/zh-hant/feed/special/samsung-lpddr5x-pim-targets-mass-production-in-early-2027-with-3-8x-performance-11148 nashnova zh-tw 2026-09-01T09:17:29.139Z 三星LPDDR5X-PIM擬2027年初量產,性能提升3.8倍 https://www.nashnova.com/zh-hant/feed/special/byd-august-auto-sales-reach-440-300-units-up-17-84-percent-yoy-11147 nashnova zh-tw 2026-09-01T09:16:33.913Z 比亞迪8月汽車銷量44.03萬輛,同比增17.84% https://www.nashnova.com/zh-hant/feed/special/hdfc-bank-ceo-chose-to-resign-rather-than-accept-reforms-inside-story-revealed-11146 nashnova zh-tw 2026-09-01T09:09:37.087Z HDFC銀行CEO拒絕改革寧可辭職,內幕曝光 https://www.nashnova.com/zh-hant/feed/special/asian-lng-spot-prices-rise-to-five-month-high-as-strait-of-hormuz-concerns-11145 nashnova zh-tw 2026-09-01T09:08:23.235Z 亞洲LNG現貨價升至五個月高位,霍爾木茲擔憂持續 https://www.nashnova.com/zh-hant/feed/special/novo-nordisks-oral-wegovy-weight-loss-drug-launches-in-germany-11144 nashnova zh-tw 2026-09-01T09:06:50.081Z 諾和諾德Wegovy口服減重藥登陸德國 https://www.nashnova.com/zh-hant/feed/special/u-s-iran-exchange-fire-again-at-hormuz-oil-prices-rise-over-1-percent-11143 nashnova zh-tw 2026-09-01T09:01:49.182Z 美伊霍爾木茲再度交火,油價漲逾1% https://www.nashnova.com/zh-hant/feed/special/geely-auto-reports-august-total-sales-of-270-000-units-up-8-percent-yoy-11142 nashnova zh-tw 2026-09-01T08:41:15.514Z 吉利汽車8月總銷量27萬輛,同比增8% https://www.nashnova.com/zh-hant/feed/special/china-bank-stocks-extend-record-rally-as-net-interest-margin-recovery-drives-11141 nashnova zh-tw 2026-09-01T08:32:40.521Z 中國銀行股創紀錄漲勢延續,淨息差回升推動估值重估 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https://www.nashnova.com/zh-hant/feed/special/u-s-tightens-robot-export-controls-putting-asian-manufacturers-in-a-china-u-s-11134 nashnova zh-tw 2026-09-01T08:18:13.569Z 美國機器人出口管制收緊,亞洲製造商面臨中美市場兩難 https://www.nashnova.com/zh-hant/feed/special/eurozone-august-manufacturing-pmi-rises-to-52-7-hitting-over-four-year-high-11133 nashnova zh-tw 2026-09-01T08:16:54.334Z 歐元區8月製造業PMI升至52.7,逾四年新高 https://www.nashnova.com/zh-hant/feed/special/germanys-august-manufacturing-pmi-rises-to-51-month-high-11132 nashnova zh-tw 2026-09-01T08:06:34.557Z 德國8月製造業PMI升至51個月高位 https://www.nashnova.com/zh-hant/feed/special/barclays-warns-el-nino-could-drive-palm-oil-and-rubber-prices-up-40-percent-11131 nashnova zh-tw 2026-09-01T08:01:21.847Z 巴克萊警告:厄爾尼諾或推動棕櫚油橡膠漲40% https://www.nashnova.com/zh-hant/feed/special/after-record-foreign-inflows-into-a-shares-ubs-expects-buying-pace-to-slow-in-h2-11130 nashnova zh-tw 2026-09-01T07:36:54.229Z A股外資創紀錄流入後,瑞銀預計下半年買入節奏放緩 https://www.nashnova.com/zh-hant/feed/special/byds-overseas-revenue-surpasses-domestic-market-for-the-first-time-as-price-war-11129 nashnova zh-tw 2026-09-01T07:22:30.048Z 比亞迪海外業務首超中國市場,價格戰侵蝕中國利潤 https://www.nashnova.com/zh-hant/feed/special/asmls-high-na-euv-used-in-mass-production-of-logic-chips-for-the-first-time-11128 nashnova zh-tw 2026-09-01T07:21:42.194Z ASML高數值孔徑EUV首次用於量產邏輯晶片 https://www.nashnova.com/zh-hant/feed/special/three-ministries-issue-overseas-competition-compliance-guidelines-for-auto-11127 nashnova zh-tw 2026-09-01T07:16:37.261Z 三部門發布汽車行業境外競爭合規指引 https://www.nashnova.com/zh-hant/feed/special/weakening-dollar-fuels-carry-trade-revival-accelerating-capital-flows-into-11126 nashnova zh-tw 2026-09-01T07:12:18.824Z 美元走弱推動套息交易升溫,新興市場資金流入加速 https://www.nashnova.com/zh-hant/feed/special/london-stock-exchange-partners-with-payward-to-launch-tokenized-uk-stocks-going-11125 nashnova zh-tw 2026-09-01T07:00:35.440Z 倫敦證交所攜手Payward推代幣化英股,2027年上線 https://www.nashnova.com/zh-hant/feed/special/bitcoin-kimchi-premium-returns-in-south-korea-as-retail-sentiment-warms-up-11124 nashnova zh-tw 2026-09-01T06:22:31.402Z 比特幣韓國泡菜溢價重現,散戶情緒回暖 https://www.nashnova.com/zh-hant/feed/special/germanys-july-retail-sales-plunge-3-4-percent-mom-far-worse-than-expected-11123 nashnova zh-tw 2026-09-01T06:21:26.006Z 德國7月零售銷售環比驟降3.4%,遠超預期 https://www.nashnova.com/zh-hant/feed/special/baidu-cfo-ai-investment-payback-period-shrinks-to-2-3-years-gross-margins-11122 nashnova zh-tw 2026-09-01T06:06:29.274Z 百度CFO:AI投資回收期縮至兩三年,毛利率趨近廣告業務 https://www.nashnova.com/zh-hant/feed/special/france-imposes-environmental-fines-on-fast-fashion-giants-shein-temu-11121 nashnova zh-tw 2026-09-01T05:46:41.160Z 法國對Shein、Temu等快時尚開徵環保罰款 https://www.nashnova.com/zh-hant/feed/special/japan-u-s-g20-talks-confirm-continued-coordination-on-yen-exchange-rate-11120 nashnova zh-tw 2026-09-01T05:36:53.431Z 日美G20會談確認繼續協調日圓匯率 https://www.nashnova.com/zh-hant/feed/special/semi-raises-2028-fab-equipment-forecast-to-220-billion-11119 nashnova zh-tw 2026-09-01T05:11:19.676Z SEMI上調2028年晶圓廠設備預測至2200億美元 https://www.nashnova.com/zh-hant/feed/special/ecb-officials-warn-iran-war-could-keep-inflation-persistently-high-11118 nashnova zh-tw 2026-09-01T04:38:17.837Z 歐洲央行官員警告伊朗戰爭或致通膨持續高企 https://www.nashnova.com/zh-hant/feed/special/nio-delivers-35-836-vehicles-in-august-up-14-5-percent-yoy-11117 nashnova zh-tw 2026-09-01T04:37:00.383Z 蔚來8月交付35836輛,同比增長14.5% https://www.nashnova.com/zh-hant/feed/special/xpeng-delivers-39-107-vehicles-in-august-up-4-percent-yoy-11116 nashnova zh-tw 2026-09-01T04:31:46.976Z 小鵬汽車8月交付39107輛,同比增長4% https://www.nashnova.com/zh-hant/feed/special/novartis-suspends-eight-clinical-trials-after-three-patient-deaths-in-car-t-11115 nashnova zh-tw 2026-09-01T04:27:00.873Z 諾華CAR-T療法三名患者死亡,暫停八項臨床試驗 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https://www.nashnova.com/zh-hant/feed/special/chip-tax-revenue-surges-as-south-korea-plans-record-12-8-percent-fiscal-spending-11109 nashnova zh-tw 2026-09-01T03:23:03.604Z 晶片稅收暴增,韓國2027年財政支出創紀錄擴張12.8% https://www.nashnova.com/zh-hant/feed/special/china-ai-model-usage-surges-as-cloud-capex-enters-new-expansion-cycle-11108 nashnova zh-tw 2026-09-01T03:14:01.420Z 中國AI模型用量激增,雲端資本開支進入新擴張週期 https://www.nashnova.com/zh-hant/feed/special/samsung-locks-up-70-percent-of-memory-production-capacity-driving-hbm-spot-11107 nashnova zh-tw 2026-09-01T03:12:23.886Z 三星鎖定70%存儲產能,HBM現貨價格隨之上漲 https://www.nashnova.com/zh-hant/feed/special/jcet-raises-2026-capital-expenditure-to-rmb-10-billion-11106 nashnova zh-tw 2026-09-01T03:11:31.838Z 長電科技上調2026年資本開支至100億元 https://www.nashnova.com/zh-hant/feed/special/u-s-and-china-negotiate-tariff-cuts-ahead-of-summit-but-disagree-on-scope-11105 nashnova zh-tw 2026-09-01T03:07:46.303Z 中美峰會前磋商關稅削減,雙方在範圍上存分歧 https://www.nashnova.com/zh-hant/feed/special/tech-giants-custom-chips-struggle-to-breach-nvidias-ecosystem-moat-11104 nashnova zh-tw 2026-09-01T03:06:34.113Z 科技巨頭自研晶片難撼輝達生態護城河 https://www.nashnova.com/zh-hant/feed/special/zinc-prices-hit-over-four-year-high-as-supply-tightening-drives-27-percent-year-11103 nashnova zh-tw 2026-09-01T02:51:50.974Z 鋅價漲至四年多高位,供應收緊推動年內漲幅達27% https://www.nashnova.com/zh-hant/feed/special/chinas-solar-pv-installed-capacity-surpasses-coal-power-for-the-first-time-11102 nashnova zh-tw 2026-09-01T02:21:43.454Z 中國光伏裝機首超煤電,達12.86億千瓦 https://www.nashnova.com/zh-hant/feed/special/anthropic-pauses-ai-training-and-cybersecurity-assessment-discloses-three-11101 nashnova zh-tw 2026-09-01T02:12:30.145Z Anthropic暫停AI訓練及網路安全評估,披露三起未授權行為事件 https://www.nashnova.com/zh-hant/feed/special/zhongsheng-holdings-usd-bond-yields-break-10-percent-as-half-year-profits-plunge-11100 nashnova zh-tw 2026-09-01T02:02:07.290Z 中升控股美元債收益率破10%,半年利潤驟降89% https://www.nashnova.com/zh-hant/feed/special/chinas-august-manufacturing-pmi-rises-to-51-5-11099 nashnova zh-tw 2026-09-01T01:51:17.607Z 中國8月製造業PMI升至51.5 https://www.nashnova.com/zh-hant/feed/special/south-koreas-august-exports-surge-68-7-percent-chips-hit-record-46-6-billion-11098 nashnova zh-tw 2026-09-01T01:47:36.866Z 韓國8月出口增68.7%,晶片創紀錄466億美元 https://www.nashnova.com/zh-hant/feed/special/south-korean-president-lee-jae-myung-rate-hikes-are-now-inevitable-11097 nashnova zh-tw 2026-09-01T01:46:26.090Z 韓國總統李在明:加息已不可避免 https://www.nashnova.com/zh-hant/feed/special/u-s-30-year-treasury-yield-posts-most-above-5-percent-closing-days-this-year-11096 nashnova zh-tw 2026-09-01T01:42:11.105Z 美30年期國債收益率今年逾5%收盤天數創2006年來最多 https://www.nashnova.com/zh-hant/feed/special/barclays-maintains-underweight-on-meituan-earnings-recovering-but-margins-11095 nashnova zh-tw 2026-09-01T01:17:05.953Z 巴克萊維持美團減持:盈利回歸但利潤率難復峰值 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