https://www.nashnova.com/feed/special/ai-sector-sentiment-and-strait-of-hormuz-risk-drag-u-s-stocks-lower-5823 NashNova en 2026-07-07T20:55:33.464Z AI Sector Sentiment and Strait of Hormuz Risk Drag U.S. Stocks Lower https://www.nashnova.com/feed/special/u-s-1-year-inflation-expectations-rise-to-3-67-percent-hitting-over-two-year-5794 NashNova en 2026-07-07T15:10:45.902Z U.S. 1-Year Inflation Expectations Rise to 3.67%, Hitting Over Two-Year High https://www.nashnova.com/feed/special/u-s-military-strikes-iran-citing-response-to-ship-attacks-in-strait-of-hormuz-5826 NashNova en 2026-07-07T21:35:13.650Z U.S. Military Strikes Iran, Citing Response to Ship Attacks in Strait of Hormuz https://www.nashnova.com/feed/special/christopher-hui-hong-kong-ranks-first-globally-in-cross-border-wealth-management-5875 NashNova en 2026-07-08T07:36:59.785Z Christopher Hui: Hong Kong Ranks First Globally in Cross-Border Wealth Management Scale https://www.nashnova.com/feed/special/sk-hynix-share-placement-triggers-dollar-selling-korean-won-rises-to-over-one-5874 NashNova en 2026-07-08T07:35:41.537Z SK Hynix Share Placement Triggers Dollar Selling, Korean Won Rises to Over One-Month High https://www.nashnova.com/feed/special/samsung-leverages-chip-level-integration-in-hbm4-to-close-gap-with-sk-hynix-5873 NashNova en 2026-07-08T07:11:38.686Z Samsung Leverages Chip-Level Integration in HBM4 to Close Gap with SK Hynix https://www.nashnova.com/feed/special/chinas-miit-warns-claude-code-has-security-backdoor-alibaba-has-already-banned-5872 NashNova en 2026-07-08T07:10:27.710Z China's MIIT Warns Claude Code Has Security Backdoor; Alibaba Has Already Banned Its Use https://www.nashnova.com/feed/special/semianalysis-predicts-anthropics-q3-profit-to-surpass-1-billion-5871 NashNova en 2026-07-08T06:30:36.020Z SemiAnalysis Predicts Anthropic's Q3 Profit to Surpass $1 Billion https://www.nashnova.com/feed/special/volkswagen-plans-to-cut-100-000-jobs-amid-declining-market-share-in-china-5870 NashNova en 2026-07-08T06:10:28.777Z Volkswagen Plans to Cut 100,000 Jobs Amid Declining Market Share in China https://www.nashnova.com/feed/special/south-koreas-110-billion-chip-mega-complex-plan-faces-scrutiny-5869 NashNova en 2026-07-08T06:05:49.749Z South Korea's $110 Billion Chip Mega-Complex Plan Faces Scrutiny https://www.nashnova.com/feed/special/xiaomi-auto-launches-skynomad-entering-the-family-full-size-suv-market-5868 NashNova en 2026-07-08T05:42:01.717Z Xiaomi Auto Launches SKYNOMAD, Entering the Family Full-Size SUV Market https://www.nashnova.com/feed/special/hedging-behavior-vanishes-as-u-s-options-market-accumulates-systemic-risk-5867 NashNova en 2026-07-08T05:40:40.888Z Hedging Behavior Vanishes as U.S. Options Market Accumulates Systemic Risk https://www.nashnova.com/feed/special/china-10-year-government-bond-auction-demand-hits-all-time-high-5866 NashNova en 2026-07-08T05:20:10.991Z China 10-Year Government Bond Auction Demand Hits All-Time High https://www.nashnova.com/feed/special/cofco-continues-purchasing-u-s-soybeans-as-china-u-s-agricultural-trade-5865 NashNova en 2026-07-08T05:01:38.310Z COFCO Continues Purchasing U.S. Soybeans as China-U.S. Agricultural Trade Accelerates https://www.nashnova.com/feed/special/u-s-department-of-defense-plans-to-spend-300-million-on-lithium-resources-5864 NashNova en 2026-07-08T05:00:33.532Z U.S. Department of Defense Plans to Spend $300 Million on Lithium Resources https://www.nashnova.com/feed/special/metax-integrated-circuit-surges-428-percent-after-ipo-reportedly-considering-5863 NashNova en 2026-07-08T04:50:27.735Z Metax Integrated Circuit Surges 428% After IPO, Reportedly Considering Rights Issue to Raise Over $800M https://www.nashnova.com/feed/special/memory-super-cycle-chipmakers-pricing-power-hits-record-highs-forcing-mac-xbox-5862 NashNova en 2026-07-08T04:35:46.304Z Memory Super Cycle: Chipmakers' Pricing Power Hits Record Highs, Forcing Mac/Xbox/Pixel Price Hikes https://www.nashnova.com/feed/special/china-merchants-securities-h1-net-profit-surges-over-90-percent-exceeding-10-5861 NashNova en 2026-07-08T04:30:30.139Z China Merchants Securities H1 Net Profit Surges Over 90%, Exceeding 10 Billion Yuan for the First Time https://www.nashnova.com/feed/special/goldman-sachs-u-s-momentum-stocks-plunge-over-20-percent-in-5-days-steepest-5860 NashNova en 2026-07-08T04:18:36.669Z Goldman Sachs: U.S. Momentum Stocks Plunge Over 20% in 5 Days, Steepest Since 2020 https://www.nashnova.com/feed/special/hong-kong-stocks-hang-seng-index-up-2-38-percent-in-morning-session-as-domestic-5859 NashNova en 2026-07-08T04:17:11.222Z Hong Kong Stocks: Hang Seng Index Up 2.38% in Morning Session as Domestic Chip Stocks Surge https://www.nashnova.com/feed/special/morgan-stanley-chinas-cost-reduction-to-drive-global-robotaxi-market-to-1-5858 NashNova en 2026-07-08T04:15:35.061Z Morgan Stanley: China's Cost Reduction to Drive Global Robotaxi Market to $1 Trillion by 2040 https://www.nashnova.com/feed/special/chinas-industrial-overcapacity-resurfaces-reform-path-remains-unclear-5857 NashNova en 2026-07-08T04:13:58.495Z China's Industrial Overcapacity Resurfaces, Reform Path Remains Unclear https://www.nashnova.com/feed/special/chinas-cheap-ai-models-encroach-on-market-pressuring-anthropic-and-openais-5856 NashNova en 2026-07-08T04:12:31.352Z China's Cheap AI Models Encroach on Market, Pressuring Anthropic and OpenAI's Developer Ecosystem https://www.nashnova.com/feed/special/palantirs-political-ties-risk-intensifies-as-stock-drops-nearly-25-percent-year-5855 NashNova en 2026-07-08T04:11:32.241Z Palantir's Political Ties Risk Intensifies as Stock Drops Nearly 25% Year-to-Date https://www.nashnova.com/feed/special/mainland-chinese-court-asserts-jurisdiction-over-hong-kong-listed-company-for-5854 NashNova en 2026-07-08T04:10:30.103Z Mainland Chinese Court Asserts Jurisdiction Over Hong Kong-Listed Company for the First Time https://www.nashnova.com/feed/special/astrazeneca-signs-respiratory-drug-licensing-deal-with-cspc-worth-up-to-1-9-5853 NashNova en 2026-07-08T03:50:28.530Z AstraZeneca Signs Respiratory Drug Licensing Deal with CSPC, Worth Up to $1.9 Billion https://www.nashnova.com/feed/special/nvidia-vera-cpu-secured-by-perplexity-targeting-200-billion-market-5852 NashNova en 2026-07-08T03:47:08.214Z NVIDIA Vera CPU Secured by Perplexity, Targeting $200 Billion Market https://www.nashnova.com/feed/special/goldman-sachs-cautious-ming-chi-kuo-strongly-backs-tsmcs-gcs-strategic-position-5851 NashNova en 2026-07-08T03:45:44.647Z Goldman Sachs Cautious, Ming-Chi Kuo Strongly Backs TSMC's GCS Strategic Position https://www.nashnova.com/feed/special/eu-imposes-anti-dumping-duties-of-up-to-45-3-percent-on-chinese-tire-companies-5850 NashNova en 2026-07-08T03:40:28.156Z EU Imposes Anti-Dumping Duties of Up to 45.3% on Chinese Tire Companies https://www.nashnova.com/feed/special/chip-and-ai-bets-drive-hedge-funds-to-best-first-half-in-five-years-5849 NashNova en 2026-07-08T03:35:44.078Z Chip & AI Bets Drive Hedge Funds to Best First Half in Five Years https://www.nashnova.com/feed/special/musks-terafab-five-year-wfe-procurement-could-match-global-annual-market-size-5848 NashNova en 2026-07-08T03:33:06.100Z Musk's Terafab Five-Year WFE Procurement Could Match Global Annual Market Size https://www.nashnova.com/feed/special/wechat-ai-agent-xiaowei-enters-testing-challenging-bytedances-doubao-5847 NashNova en 2026-07-08T03:31:43.673Z WeChat AI Agent 'Xiaowei' Enters Testing, Challenging ByteDance's Doubao https://www.nashnova.com/feed/special/u-s-commerce-department-approves-large-scale-release-of-openais-gpt-5-6-5846 NashNova en 2026-07-08T03:30:21.548Z U.S. Commerce Department Approves Large-Scale Release of OpenAI's GPT-5.6 https://www.nashnova.com/feed/special/enterprise-ssd-demand-drives-ddr4-8gb-contract-prices-with-potential-50-percent-5845 NashNova en 2026-07-08T03:10:52.020Z Enterprise SSD Demand Drives DDR4 8Gb Contract Prices with Potential 50% Quarterly Increase https://www.nashnova.com/feed/special/nvidia-partners-with-d-matrix-to-launch-ai-chip-system-ai-cloud-provider-5844 NashNova en 2026-07-08T02:15:36.962Z NVIDIA Partners with d-Matrix to Launch AI Chip System; AI Cloud Provider Parasail Among First to Adopt https://www.nashnova.com/feed/special/tech-stock-weighting-doubles-as-a-shares-converge-toward-u-s-market-structure-5843 NashNova en 2026-07-08T02:10:33.558Z Tech Stock Weighting Doubles as A-Shares Converge Toward U.S. Market Structure https://www.nashnova.com/feed/special/us-iran-tensions-push-oil-prices-and-rate-hike-expectations-higher-gold-turns-5842 NashNova en 2026-07-08T01:40:42.878Z US-Iran Tensions Push Oil Prices and Rate Hike Expectations Higher, Gold Turns Lower https://www.nashnova.com/feed/special/momenta-w-rises-1-83-percent-on-hong-kong-ipo-debut-trading-at-hk-301-5841 NashNova en 2026-07-08T01:35:58.383Z MOMENTA-W Rises 1.83% on Hong Kong IPO Debut, Trading at HK$301 https://www.nashnova.com/feed/special/japan-bank-lending-growth-hits-highest-since-covid-5840 NashNova en 2026-07-08T01:15:29.088Z Japan Bank Lending Growth Hits Highest Since COVID https://www.nashnova.com/feed/special/citic-securities-computing-power-oversupply-concerns-are-unfounded-domestic-5839 NashNova en 2026-07-08T01:06:01.047Z CITIC Securities: Computing Power Oversupply Concerns Are Unfounded; Domestic Computing Power Holds Differentiated Value https://www.nashnova.com/feed/special/samsung-and-sk-hynix-leveraged-etfs-nearly-all-trading-below-ipo-price-as-korean-5838 NashNova en 2026-07-08T00:56:24.273Z Samsung and SK Hynix Leveraged ETFs Nearly All Trading Below IPO Price as Korean Politicians Call for Forced Delisting https://www.nashnova.com/feed/special/options-market-bets-fed-rate-hike-pricing-is-overdone-as-sofr-call-activity-5837 NashNova en 2026-07-08T00:51:00.558Z Options Market Bets Fed Rate Hike Pricing Is Overdone as SOFR Call Activity Heats Up https://www.nashnova.com/feed/special/japans-government-plans-to-add-stable-inflation-wording-to-economic-policy-5836 NashNova en 2026-07-08T00:45:17.520Z Japan's Government Plans to Add "Stable Inflation" Wording to Economic Policy Guidelines https://www.nashnova.com/feed/special/apple-tests-cxmt-memory-chips-as-chinas-dram-supply-chain-emerges-5835 NashNova en 2026-07-08T00:26:10.557Z Apple Tests CXMT Memory Chips as China's DRAM Supply Chain Emerges https://www.nashnova.com/feed/special/meituan-open-sources-longcat-2-0-trained-entirely-on-chinese-computing-5834 NashNova en 2026-07-08T00:16:53.674Z Meituan Open-Sources LongCat-2.0, Trained Entirely on Chinese Computing Infrastructure https://www.nashnova.com/feed/special/tesla-cybercab-begins-public-road-testing-5833 NashNova en 2026-07-08T00:15:30.263Z Tesla Cybercab Begins Public Road Testing https://www.nashnova.com/feed/special/foxconn-chairman-two-of-four-ai-customer-segments-still-have-immature-demand-5832 NashNova en 2026-07-08T00:10:54.391Z Foxconn Chairman: Two of Four AI Customer Segments Still Have Immature Demand https://www.nashnova.com/feed/special/exxonmobil-q2-earnings-expected-to-rise-by-nearly-4-billion-5831 NashNova en 2026-07-07T23:35:15.125Z ExxonMobil Q2 Earnings Expected to Rise by Nearly $4 Billion https://www.nashnova.com/feed/special/samsung-mass-produces-enterprise-ssds-for-nvidia-vera-rubin-5830 NashNova en 2026-07-07T23:25:05.503Z Samsung Mass-Produces Enterprise SSDs for NVIDIA Vera Rubin https://www.nashnova.com/feed/special/fed-minutes-due-today-as-warshs-opaque-style-puts-markets-on-alert-5829 NashNova en 2026-07-07T22:20:52.091Z Fed Minutes Due Today as Warsh's Opaque Style Puts Markets on Alert https://www.nashnova.com/feed/special/fcc-denies-telecom-service-license-to-u-s-firm-with-chinese-ownership-5828 NashNova en 2026-07-07T22:15:28.754Z FCC Denies Telecom Service License to U.S. Firm with Chinese Ownership https://www.nashnova.com/feed/special/u-s-software-sector-down-21-percent-from-a-year-ago-as-ai-disruption-drives-5827 NashNova en 2026-07-07T21:36:12.738Z U.S. Software Sector Down 21% From a Year Ago as AI Disruption Drives Ongoing Valuation Reassessment https://www.nashnova.com/feed/special/xai-and-cursor-to-release-joint-ai-model-as-early-as-this-wednesday-5825 NashNova en 2026-07-07T21:15:29.541Z xAI and Cursor to Release Joint AI Model as Early as This Wednesday https://www.nashnova.com/feed/special/spacex-drops-6-8-percent-on-first-day-in-nasdaq-100-as-bond-spreads-widen-in-5824 NashNova en 2026-07-07T21:00:59.982Z SpaceX Drops 6.8% on First Day in Nasdaq 100 as Bond Spreads Widen in Tandem https://www.nashnova.com/feed/special/chip-sector-plunges-as-traders-bet-on-nvidia-rebound-5822 NashNova en 2026-07-07T20:15:41.711Z Chip Sector Plunges as Traders Bet on Nvidia Rebound https://www.nashnova.com/feed/special/u-s-chip-fab-revival-faces-157-000-worker-talent-gap-5821 NashNova en 2026-07-07T19:25:31.273Z U.S. Chip Fab Revival Faces 157,000-Worker Talent Gap https://www.nashnova.com/feed/special/u-s-revokes-iran-oil-sanctions-waivers-5820 NashNova en 2026-07-07T19:20:10.508Z U.S. Revokes Iran Oil Sanctions Waivers https://www.nashnova.com/feed/special/ubs-sounds-deleveraging-alarm-ai-positions-face-concentrated-unwinding-5819 NashNova en 2026-07-07T19:17:18.180Z UBS Sounds Deleveraging Alarm: AI Positions Face Concentrated Unwinding https://www.nashnova.com/feed/special/siemens-energy-downgrade-drags-ge-vernova-lower-leading-power-equipment-sector-5818 NashNova en 2026-07-07T19:00:27.226Z Siemens Energy Downgrade Drags GE Vernova Lower, Leading Power Equipment Sector Sell-Off https://www.nashnova.com/feed/special/bofa-raises-capex-forecasts-for-alphabet-amazon-and-meta-5817 NashNova en 2026-07-07T18:55:35.858Z BofA Raises Capex Forecasts for Alphabet, Amazon, and Meta https://www.nashnova.com/feed/special/meta-launches-muse-image-generation-model-5816 NashNova en 2026-07-07T18:10:49.404Z Meta Launches Muse Image Generation Model https://www.nashnova.com/feed/special/bond-market-eyes-atlanta-fed-wage-tracker-as-rate-hike-expectations-hang-in-the-5815 NashNova en 2026-07-07T18:05:46.699Z Bond Market Eyes Atlanta Fed Wage Tracker as Rate Hike Expectations Hang in the Balance https://www.nashnova.com/feed/special/nokia-transforms-into-ai-data-center-supplier-stock-surges-nearly-90-percent-5814 NashNova en 2026-07-07T17:55:36.418Z Nokia Transforms into AI Data Center Supplier, Stock Surges Nearly 90% Year-to-Date https://www.nashnova.com/feed/special/blackrock-private-credit-to-play-a-bigger-role-in-ai-infrastructure-financing-5813 NashNova en 2026-07-07T17:40:38.065Z BlackRock: Private Credit to Play a Bigger Role in AI Infrastructure Financing https://www.nashnova.com/feed/special/eia-forecasts-u-s-electricity-demand-to-hit-record-highs-in-2026-2027-5812 NashNova en 2026-07-07T17:20:31.813Z EIA Forecasts U.S. Electricity Demand to Hit Record Highs in 2026-2027 https://www.nashnova.com/feed/special/global-central-banks-plan-first-net-reduction-in-usd-holdings-in-three-years-5811 NashNova en 2026-07-07T17:00:48.025Z Global Central Banks Plan First Net Reduction in USD Holdings in Three Years, Increasing Gold and Euro Allocations https://www.nashnova.com/feed/special/us-stock-intraday-movers-spacex-down-over-5-percent-rivian-drops-14-percent-on-5810 NashNova en 2026-07-07T16:56:02.092Z US Stock Intraday Movers: SpaceX Down Over 5%, Rivian Drops 14% on Share Offering https://www.nashnova.com/feed/special/golds-three-year-bull-run-ends-as-etf-funds-see-nearly-18-billion-in-net-5809 NashNova en 2026-07-07T16:49:13.411Z Gold's Three-Year Bull Run Ends as ETF Funds See Nearly $18 Billion in Net Outflows https://www.nashnova.com/feed/special/ukraine-strikes-russian-refineries-european-diesel-crack-spreads-hit-highest-5808 NashNova en 2026-07-07T16:47:53.820Z Ukraine Strikes Russian Refineries, European Diesel Crack Spreads Hit Highest Since April https://www.nashnova.com/feed/special/microsoft-replaces-openai-and-anthropic-models-in-excel-and-outlook-with-in-5807 NashNova en 2026-07-07T16:46:36.889Z Microsoft Replaces OpenAI and Anthropic Models in Excel and Outlook with In-House MAI Models https://www.nashnova.com/feed/special/semiconductor-etf-breaks-below-50-day-moving-average-as-ai-valuation-concerns-5806 NashNova en 2026-07-07T16:45:40.385Z Semiconductor ETF Breaks Below 50-Day Moving Average as AI Valuation Concerns Weigh on Sector https://www.nashnova.com/feed/special/ubs-market-leadership-broadens-as-financials-industrials-and-healthcare-5805 NashNova en 2026-07-07T16:40:35.034Z UBS: Market Leadership Broadens as Financials, Industrials, and Healthcare Outperform Semiconductors https://www.nashnova.com/feed/special/private-equity-exit-backlog-hits-nine-year-high-5804 NashNova en 2026-07-07T16:23:22.656Z Private Equity Exit Backlog Hits Nine-Year High https://www.nashnova.com/feed/special/citi-raises-boe-technology-target-price-to-8-7-yuan-while-downgrading-rating-to-5802 NashNova en 2026-07-07T16:22:12.509Z Citi Raises BOE Technology Target Price to 8.7 Yuan While Downgrading Rating to Neutral https://www.nashnova.com/feed/special/sec-plans-to-propose-new-crypto-regulation-rules-this-month-5803 NashNova en 2026-07-07T16:20:28.206Z SEC Plans to Propose New Crypto Regulation Rules This Month https://www.nashnova.com/feed/special/nvidia-roadshow-blackwell-and-rubin-cumulative-revenue-visibility-exceeds-1-5801 NashNova en 2026-07-07T16:15:53.908Z NVIDIA Roadshow: Blackwell and Rubin Cumulative Revenue Visibility Exceeds $1 Trillion https://www.nashnova.com/feed/special/piper-sandler-oracle-cloud-fy27-revenue-may-exceed-expectations-5800 NashNova en 2026-07-07T16:10:30.730Z Piper Sandler: Oracle Cloud FY27 Revenue May Exceed Expectations https://www.nashnova.com/feed/special/trump-plans-to-lift-turkey-sanctions-and-considers-f-35-sale-5799 NashNova en 2026-07-07T16:02:10.654Z Trump Plans to Lift Turkey Sanctions and Considers F-35 Sale https://www.nashnova.com/feed/special/inflation-expectations-decline-while-real-rates-rise-keeping-u-s-treasury-yields-5798 NashNova en 2026-07-07T16:00:54.804Z Inflation Expectations Decline While Real Rates Rise, Keeping U.S. Treasury Yields Elevated https://www.nashnova.com/feed/special/jpmorgan-raises-apple-price-target-to-345-confident-in-pricing-resilience-5797 NashNova en 2026-07-07T15:45:39.830Z JPMorgan Raises Apple Price Target to $345, Confident in Pricing Resilience https://www.nashnova.com/feed/special/bernstein-tencents-hy3-model-is-good-enough-agent-commercialization-is-the-key-5796 NashNova en 2026-07-07T15:40:35.250Z Bernstein: Tencent's Hy3 Model Is Good Enough; Agent Commercialization Is the Key https://www.nashnova.com/feed/special/boj-board-member-asada-need-to-see-demand-driven-inflation-before-supporting-5795 NashNova en 2026-07-07T15:11:52.458Z BOJ Board Member Asada: Need to See Demand-Driven Inflation Before Supporting Rate Hikes https://www.nashnova.com/feed/special/goldman-sachs-1-delta-ai-model-price-war-suppresses-momentum-trades-5793 NashNova en 2026-07-07T15:00:43.458Z Goldman Sachs 1-Delta: AI Model Price War Suppresses Momentum Trades https://www.nashnova.com/feed/special/s-and-p-hits-new-highs-while-institutional-positioning-drops-to-near-one-year-5792 NashNova en 2026-07-07T14:36:28.179Z S&P Hits New Highs While Institutional Positioning Drops to Near One-Year Lows https://www.nashnova.com/feed/special/iea-high-prices-suppress-demand-global-lng-supply-faces-first-contraction-in-14-5791 NashNova en 2026-07-07T13:56:27.873Z IEA: High Prices Suppress Demand, Global LNG Supply Faces First Contraction in 14 Years https://www.nashnova.com/feed/special/bofa-downgrades-adobe-to-underperform-as-ai-threatens-pricing-and-growth-5790 NashNova en 2026-07-07T13:50:33.851Z BofA Downgrades Adobe to Underperform as AI Threatens Pricing and Growth https://www.nashnova.com/feed/special/ny-fed-president-falling-energy-prices-improve-near-term-inflation-outlook-5789 NashNova en 2026-07-07T13:31:30.727Z NY Fed President: Falling Energy Prices Improve Near-Term Inflation Outlook https://www.nashnova.com/feed/special/inspur-electronics-first-half-net-profit-expected-to-surge-over-200-percent-5788 NashNova en 2026-07-07T13:30:28.159Z Inspur Electronic's First-Half Net Profit Expected to Surge Over 200% https://www.nashnova.com/feed/special/analog-devices-completes-acquisition-of-empower-semiconductor-positioning-for-ai-5787 NashNova en 2026-07-07T13:26:23.425Z Analog Devices Completes Acquisition of Empower Semiconductor, Positioning for AI Power Supply https://www.nashnova.com/feed/special/deutsche-bank-u-s-private-ai-investment-exceeds-chinas-by-20x-in-2025-5786 NashNova en 2026-07-07T13:25:25.189Z Deutsche Bank: U.S. Private AI Investment Exceeds China's by 20x in 2025 https://www.nashnova.com/feed/special/u-s-trade-deficit-widens-42-percent-to-77-6-billion-in-may-5785 NashNova en 2026-07-07T13:20:40.118Z U.S. Trade Deficit Widens 42% to $77.6 Billion in May https://www.nashnova.com/feed/special/zhipu-ai-considers-developing-custom-chips-as-glm-5-2-usage-surges-27x-5784 NashNova en 2026-07-07T13:16:08.668Z Zhipu AI Considers Developing Custom Chips as GLM-5.2 Usage Surges 27x 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https://www.nashnova.com/zh/feed/special/ai-sector-sentiment-and-strait-of-hormuz-risk-drag-u-s-stocks-lower-5823 NashNova zh-cn 2026-07-07T20:55:33.464Z AI板块情绪与霍尔木兹风险拖累美股回调 https://www.nashnova.com/zh/feed/special/u-s-1-year-inflation-expectations-rise-to-3-67-percent-hitting-over-two-year-5794 NashNova zh-cn 2026-07-07T15:10:45.902Z 美国一年期通胀预期升至3.67%，创逾两年新高 https://www.nashnova.com/zh/feed/special/u-s-military-strikes-iran-citing-response-to-ship-attacks-in-strait-of-hormuz-5826 NashNova zh-cn 2026-07-07T21:35:13.650Z 美军对伊朗发动打击，称回应霍尔木兹海峡袭船 https://www.nashnova.com/zh/feed/special/semianalysis-predicts-anthropics-q3-profit-to-surpass-1-billion-5871 NashNova zh-cn 2026-07-08T06:30:36.020Z SemiAnalysis预测Anthropic三季度利润破10亿美元 https://www.nashnova.com/zh/feed/special/volkswagen-plans-to-cut-100-000-jobs-amid-declining-market-share-in-china-5870 NashNova zh-cn 2026-07-08T06:10:28.777Z 大众汽车拟裁员10万人应对中国市场份额下滑 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NashNova zh-cn 2026-07-08T05:00:33.532Z 美国防部拟斥资3亿美元采购锂资源 https://www.nashnova.com/zh/feed/special/metax-integrated-circuit-surges-428-percent-after-ipo-reportedly-considering-5863 NashNova zh-cn 2026-07-08T04:50:27.735Z 沐曦集成电路IPO后涨428%，传考虑配股融资逾8亿美元 https://www.nashnova.com/zh/feed/special/memory-super-cycle-chipmakers-pricing-power-hits-record-highs-forcing-mac-xbox-5862 NashNova zh-cn 2026-07-08T04:35:46.304Z 存储超级周期：原厂定价权创纪录，Mac/Xbox/Pixel被迫涨价 https://www.nashnova.com/zh/feed/special/china-merchants-securities-h1-net-profit-surges-over-90-percent-exceeding-10-5861 NashNova zh-cn 2026-07-08T04:30:30.139Z 招商证券上半年净利预增逾九成，首破百亿 https://www.nashnova.com/zh/feed/special/goldman-sachs-u-s-momentum-stocks-plunge-over-20-percent-in-5-days-steepest-5860 NashNova zh-cn 2026-07-08T04:18:36.669Z 高盛：美股动量股5日跌超20%，2020年来最猛 https://www.nashnova.com/zh/feed/special/hong-kong-stocks-hang-seng-index-up-2-38-percent-in-morning-session-as-domestic-5859 NashNova zh-cn 2026-07-08T04:17:11.222Z 港股早盘恒指涨2.38%，国产芯片股集体大涨 https://www.nashnova.com/zh/feed/special/morgan-stanley-chinas-cost-reduction-to-drive-global-robotaxi-market-to-1-5858 NashNova zh-cn 2026-07-08T04:15:35.061Z 摩根士丹利：中国降本推动全球Robotaxi市场2040年达万亿美元 https://www.nashnova.com/zh/feed/special/chinas-industrial-overcapacity-resurfaces-reform-path-remains-unclear-5857 NashNova zh-cn 2026-07-08T04:13:58.495Z 中国工业产能过剩再现，改革路径仍不明朗 https://www.nashnova.com/zh/feed/special/chinas-cheap-ai-models-encroach-on-market-pressuring-anthropic-and-openais-5856 NashNova zh-cn 2026-07-08T04:12:31.352Z 中国廉价AI抢食，Anthropic和OpenAI开发者市场承压 https://www.nashnova.com/zh/feed/special/palantirs-political-ties-risk-intensifies-as-stock-drops-nearly-25-percent-year-5855 NashNova zh-cn 2026-07-08T04:11:32.241Z Palantir政治关联风险加剧，股价年内跌近四分之一 https://www.nashnova.com/zh/feed/special/mainland-chinese-court-asserts-jurisdiction-over-hong-kong-listed-company-for-5854 NashNova zh-cn 2026-07-08T04:10:30.103Z 大陆法院首次对港股上市公司主张司法管辖权 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https://www.nashnova.com/zh/feed/special/tech-stock-weighting-doubles-as-a-shares-converge-toward-u-s-market-structure-5843 NashNova zh-cn 2026-07-08T02:10:33.558Z 科技股权重翻倍，A股向美股靠拢 https://www.nashnova.com/zh/feed/special/us-iran-tensions-push-oil-prices-and-rate-hike-expectations-higher-gold-turns-5842 NashNova zh-cn 2026-07-08T01:40:42.878Z 美伊局势推升油价与加息预期，金价转跌 https://www.nashnova.com/zh/feed/special/momenta-w-rises-1-83-percent-on-hong-kong-ipo-debut-trading-at-hk-301-5841 NashNova zh-cn 2026-07-08T01:35:58.383Z MOMENTA-W港股首挂涨1.83%，报301港元 https://www.nashnova.com/zh/feed/special/japan-bank-lending-growth-hits-highest-since-covid-5840 NashNova zh-cn 2026-07-08T01:15:29.088Z 日本银行贷款增速创新冠以来最高 https://www.nashnova.com/zh/feed/special/citic-securities-computing-power-oversupply-concerns-are-unfounded-domestic-5839 NashNova zh-cn 2026-07-08T01:06:01.047Z 中信证券：算力过剩担忧不成立，国产算力具差异化价值 https://www.nashnova.com/zh/feed/special/samsung-and-sk-hynix-leveraged-etfs-nearly-all-trading-below-ipo-price-as-korean-5838 NashNova zh-cn 2026-07-08T00:56:24.273Z 三星海力士杠杆ETF几乎全线跌破发行价，韩国政界呼吁强制退市 https://www.nashnova.com/zh/feed/special/options-market-bets-fed-rate-hike-pricing-is-overdone-as-sofr-call-activity-5837 NashNova zh-cn 2026-07-08T00:51:00.558Z 期权市场押注美联储加息定价过头，SOFR看涨盘升温 https://www.nashnova.com/zh/feed/special/japans-government-plans-to-add-stable-inflation-wording-to-economic-policy-5836 NashNova zh-cn 2026-07-08T00:45:17.520Z 日本政府拟在经济纲要中补充"稳定通胀"表述 https://www.nashnova.com/zh/feed/special/apple-tests-cxmt-memory-chips-as-chinas-dram-supply-chain-emerges-5835 NashNova zh-cn 2026-07-08T00:26:10.557Z 苹果测试长鑫存储芯片，中国DRAM供应链浮出水面 https://www.nashnova.com/zh/feed/special/meituan-open-sources-longcat-2-0-trained-entirely-on-chinese-computing-5834 NashNova zh-cn 2026-07-08T00:16:53.674Z 美团开源LongCat-2.0，全程跑在中国算力上 https://www.nashnova.com/zh/feed/special/tesla-cybercab-begins-public-road-testing-5833 NashNova zh-cn 2026-07-08T00:15:30.263Z 特斯拉Cybercab开启公开道路测试 https://www.nashnova.com/zh/feed/special/foxconn-chairman-two-of-four-ai-customer-segments-still-have-immature-demand-5832 NashNova zh-cn 2026-07-08T00:10:54.391Z 鸿海董事长：AI四类客群两类需求尚未成熟 https://www.nashnova.com/zh/feed/special/exxonmobil-q2-earnings-expected-to-rise-by-nearly-4-billion-5831 NashNova zh-cn 2026-07-07T23:35:15.125Z 埃克森美孚Q2盈利预增近40亿美元 https://www.nashnova.com/zh/feed/special/samsung-mass-produces-enterprise-ssds-for-nvidia-vera-rubin-5830 NashNova zh-cn 2026-07-07T23:25:05.503Z 三星为英伟达Vera Rubin量产企业级固态硬盘 https://www.nashnova.com/zh/feed/special/fed-minutes-due-today-as-warshs-opaque-style-puts-markets-on-alert-5829 NashNova zh-cn 2026-07-07T22:20:52.091Z 美联储纪要今日发布，沃什不透明风格令市场警惕 https://www.nashnova.com/zh/feed/special/fcc-denies-telecom-service-license-to-u-s-firm-with-chinese-ownership-5828 NashNova zh-cn 2026-07-07T22:15:28.754Z FCC拒绝中资背景美企电信服务许可 https://www.nashnova.com/zh/feed/special/u-s-software-sector-down-21-percent-from-a-year-ago-as-ai-disruption-drives-5827 NashNova zh-cn 2026-07-07T21:36:12.738Z 美股软件板块较一年前跌21%，AI冲击估值重估持续 https://www.nashnova.com/zh/feed/special/xai-and-cursor-to-release-joint-ai-model-as-early-as-this-wednesday-5825 NashNova zh-cn 2026-07-07T21:15:29.541Z xAI与Cursor联合AI模型最快本周三发布 https://www.nashnova.com/zh/feed/special/spacex-drops-6-8-percent-on-first-day-in-nasdaq-100-as-bond-spreads-widen-in-5824 NashNova zh-cn 2026-07-07T21:00:59.982Z SpaceX纳指100首日跌6.8%，债券利差同步走阔 https://www.nashnova.com/zh/feed/special/chip-sector-plunges-as-traders-bet-on-nvidia-rebound-5822 NashNova zh-cn 2026-07-07T20:15:41.711Z 芯片板块重挫，交易员押注英伟达反弹 https://www.nashnova.com/zh/feed/special/u-s-chip-fab-revival-faces-157-000-worker-talent-gap-5821 NashNova zh-cn 2026-07-07T19:25:31.273Z 美国芯片厂复兴面临15.7万人才缺口 https://www.nashnova.com/zh/feed/special/u-s-revokes-iran-oil-sanctions-waivers-5820 NashNova zh-cn 2026-07-07T19:20:10.508Z 美国撤销伊朗石油制裁豁免 https://www.nashnova.com/zh/feed/special/ubs-sounds-deleveraging-alarm-ai-positions-face-concentrated-unwinding-5819 NashNova zh-cn 2026-07-07T19:17:18.180Z 瑞银发出去杠杆预警：AI持仓遭集中减仓 https://www.nashnova.com/zh/feed/special/siemens-energy-downgrade-drags-ge-vernova-lower-leading-power-equipment-sector-5818 NashNova zh-cn 2026-07-07T19:00:27.226Z 西门子能源遭降级，GE Vernova领跌电力设备板块 https://www.nashnova.com/zh/feed/special/bofa-raises-capex-forecasts-for-alphabet-amazon-and-meta-5817 NashNova zh-cn 2026-07-07T18:55:35.858Z 美银上调Alphabet/亚马逊/Meta资本开支预测 https://www.nashnova.com/zh/feed/special/meta-launches-muse-image-generation-model-5816 NashNova zh-cn 2026-07-07T18:10:49.404Z Meta推出Muse Image图像生成模型 https://www.nashnova.com/zh/feed/special/bond-market-eyes-atlanta-fed-wage-tracker-as-rate-hike-expectations-hang-in-the-5815 NashNova zh-cn 2026-07-07T18:05:46.699Z 债市盯紧亚特兰大联储薪资追踪器，加息预期悬而未决 https://www.nashnova.com/zh/feed/special/nokia-transforms-into-ai-data-center-supplier-stock-surges-nearly-90-percent-5814 NashNova zh-cn 2026-07-07T17:55:36.418Z 诺基亚转型AI数据中心供应商，股价年内涨近九成 https://www.nashnova.com/zh/feed/special/blackrock-private-credit-to-play-a-bigger-role-in-ai-infrastructure-financing-5813 NashNova zh-cn 2026-07-07T17:40:38.065Z 贝莱德：私人信贷将在AI基建融资中扮演更大角色 https://www.nashnova.com/zh/feed/special/eia-forecasts-u-s-electricity-demand-to-hit-record-highs-in-2026-2027-5812 NashNova zh-cn 2026-07-07T17:20:31.813Z EIA预测美国电力需求2026-2027年连创历史新高 https://www.nashnova.com/zh/feed/special/global-central-banks-plan-first-net-reduction-in-usd-holdings-in-three-years-5811 NashNova zh-cn 2026-07-07T17:00:48.025Z 全球央行计划三年来首次净减持美元 增配黄金与欧元 https://www.nashnova.com/zh/feed/special/us-stock-intraday-movers-spacex-down-over-5-percent-rivian-drops-14-percent-on-5810 NashNova zh-cn 2026-07-07T16:56:02.092Z 美股盘中异动：SpaceX跌超5%，Rivian增发跌14% https://www.nashnova.com/zh/feed/special/golds-three-year-bull-run-ends-as-etf-funds-see-nearly-18-billion-in-net-5809 NashNova zh-cn 2026-07-07T16:49:13.411Z 黄金三年牛市终结，ETF资金净流出近180亿美元 https://www.nashnova.com/zh/feed/special/ukraine-strikes-russian-refineries-european-diesel-crack-spreads-hit-highest-5808 NashNova zh-cn 2026-07-07T16:47:53.820Z 乌克兰打击俄炼油厂，欧洲柴油裂解价差升至4月来高位 https://www.nashnova.com/zh/feed/special/microsoft-replaces-openai-and-anthropic-models-in-excel-and-outlook-with-in-5807 NashNova zh-cn 2026-07-07T16:46:36.889Z 微软用自研MAI模型替换Excel和Outlook中的OpenAI及Anthropic https://www.nashnova.com/zh/feed/special/semiconductor-etf-breaks-below-50-day-moving-average-as-ai-valuation-concerns-5806 NashNova zh-cn 2026-07-07T16:45:40.385Z 半导体ETF跌破50日均线，AI估值忧虑压制板块 https://www.nashnova.com/zh/feed/special/ubs-market-leadership-broadens-as-financials-industrials-and-healthcare-5805 NashNova zh-cn 2026-07-07T16:40:35.034Z 瑞银：市场领涨扩散，金融工业医疗跑赢半导体 https://www.nashnova.com/zh/feed/special/private-equity-exit-backlog-hits-nine-year-high-5804 NashNova zh-cn 2026-07-07T16:23:22.656Z 私募股权退出积压达九年高位 https://www.nashnova.com/zh/feed/special/citi-raises-boe-technology-target-price-to-8-7-yuan-while-downgrading-rating-to-5802 NashNova zh-cn 2026-07-07T16:22:12.509Z 花旗上调京东方A目标价至8.7元，同步降评级至中性 https://www.nashnova.com/zh/feed/special/sec-plans-to-propose-new-crypto-regulation-rules-this-month-5803 NashNova zh-cn 2026-07-07T16:20:28.206Z 美国证监会拟本月提出加密货币监管新规 https://www.nashnova.com/zh/feed/special/nvidia-roadshow-blackwell-and-rubin-cumulative-revenue-visibility-exceeds-1-5801 NashNova zh-cn 2026-07-07T16:15:53.908Z 英伟达路演：Blackwell与Rubin累计收入能见度超1万亿美元 https://www.nashnova.com/zh/feed/special/piper-sandler-oracle-cloud-fy27-revenue-may-exceed-expectations-5800 NashNova zh-cn 2026-07-07T16:10:30.730Z 派珀·桑德勒：甲骨文云FY27收入或超预期 https://www.nashnova.com/zh/feed/special/trump-plans-to-lift-turkey-sanctions-and-considers-f-35-sale-5799 NashNova zh-cn 2026-07-07T16:02:10.654Z 特朗普拟解除土耳其制裁并考虑出售F-35 https://www.nashnova.com/zh/feed/special/inflation-expectations-decline-while-real-rates-rise-keeping-u-s-treasury-yields-5798 NashNova zh-cn 2026-07-07T16:00:54.804Z 通胀预期回落，实际利率走高，美债收益率维持高位 https://www.nashnova.com/zh/feed/special/jpmorgan-raises-apple-price-target-to-345-confident-in-pricing-resilience-5797 NashNova zh-cn 2026-07-07T15:45:39.830Z 摩根大通上调苹果目标价至345美元，看好涨价韧性 https://www.nashnova.com/zh/feed/special/bernstein-tencents-hy3-model-is-good-enough-agent-commercialization-is-the-key-5796 NashNova zh-cn 2026-07-07T15:40:35.250Z 伯恩斯坦：腾讯Hy3模型够用，Agent商业化是关键 https://www.nashnova.com/zh/feed/special/boj-board-member-asada-need-to-see-demand-driven-inflation-before-supporting-5795 NashNova zh-cn 2026-07-07T15:11:52.458Z 日本央行委员浅田：需见需求驱动通胀才支持加息 https://www.nashnova.com/zh/feed/special/goldman-sachs-1-delta-ai-model-price-war-suppresses-momentum-trades-5793 NashNova zh-cn 2026-07-07T15:00:43.458Z 高盛1-Delta：AI模型降价潮压制动量行情 https://www.nashnova.com/zh/feed/special/s-and-p-hits-new-highs-while-institutional-positioning-drops-to-near-one-year-5792 NashNova zh-cn 2026-07-07T14:36:28.179Z 标普创新高，机构仓位却近一年最低 https://www.nashnova.com/zh/feed/special/iea-high-prices-suppress-demand-global-lng-supply-faces-first-contraction-in-14-5791 NashNova zh-cn 2026-07-07T13:56:27.873Z IEA：高价压制需求，全球LNG供应面临14年来首次萎缩 https://www.nashnova.com/zh/feed/special/bofa-downgrades-adobe-to-underperform-as-ai-threatens-pricing-and-growth-5790 NashNova zh-cn 2026-07-07T13:50:33.851Z 美银下调Adobe至跑输大市，AI冲击定价与增长 https://www.nashnova.com/zh/feed/special/ny-fed-president-falling-energy-prices-improve-near-term-inflation-outlook-5789 NashNova zh-cn 2026-07-07T13:31:30.727Z 纽约联储主席：能源价格下跌改善近期通胀前景 https://www.nashnova.com/zh/feed/special/inspur-electronics-first-half-net-profit-expected-to-surge-over-200-percent-5788 NashNova zh-cn 2026-07-07T13:30:28.159Z 浪潮信息上半年净利润预增逾两倍 https://www.nashnova.com/zh/feed/special/analog-devices-completes-acquisition-of-empower-semiconductor-positioning-for-ai-5787 NashNova zh-cn 2026-07-07T13:26:23.425Z 模拟器件完成收购Empower半导体，布局AI供电 https://www.nashnova.com/zh/feed/special/deutsche-bank-u-s-private-ai-investment-exceeds-chinas-by-20x-in-2025-5786 NashNova zh-cn 2026-07-07T13:25:25.189Z 德银：2025年美国AI私人投资超中国20倍 https://www.nashnova.com/zh/feed/special/u-s-trade-deficit-widens-42-percent-to-77-6-billion-in-may-5785 NashNova zh-cn 2026-07-07T13:20:40.118Z 美国5月贸易逆差扩大42%至776亿美元 https://www.nashnova.com/zh/feed/special/zhipu-ai-considers-developing-custom-chips-as-glm-5-2-usage-surges-27x-5784 NashNova zh-cn 2026-07-07T13:16:08.668Z 智谱AI考虑自研芯片，GLM-5.2用量激增27倍 https://www.nashnova.com/zh/feed/special/deutsche-bank-divergence-between-inflation-expectations-and-fed-rate-hike-5783 NashNova zh-cn 2026-07-07T13:05:25.167Z 德意志银行：通胀预期与美联储加息定价背离 https://www.nashnova.com/zh/feed/special/ubs-raises-kospi-target-to-9-200-can-earnings-broaden-beyond-memory-5782 NashNova zh-cn 2026-07-07T12:57:56.947Z 瑞银上调KOSPI目标至9200点：存储之外能否盈利扩散 https://www.nashnova.com/zh/feed/special/short-volatility-trade-becomes-single-point-of-failure-for-u-s-stocks-5781 NashNova zh-cn 2026-07-07T12:56:22.066Z 做空波动率交易成美股单一故障点 https://www.nashnova.com/zh/feed/special/le-pen-cleared-to-run-in-2027-french-election-french-bond-yields-edge-higher-5780 NashNova zh-cn 2026-07-07T12:41:49.063Z 勒庞获准参选2027法国大选，法债收益率小幅上行 https://www.nashnova.com/zh/feed/special/france-announces-additional-3-billion-in-cuts-deficit-target-remains-elusive-5779 NashNova zh-cn 2026-07-07T12:40:48.673Z 法国追加30亿欧元削减，赤字目标难保 https://www.nashnova.com/zh/feed/special/ukrainian-drones-devastate-russian-refineries-as-russian-bond-yields-surge-to-16-5778 NashNova zh-cn 2026-07-07T12:14:15.324Z 乌克兰无人机重创俄炼油厂，俄国债收益率飙升至16.62% https://www.nashnova.com/zh/feed/special/hesai-technology-flagged-as-u-s-cybersecurity-risk-nvidia-partnership-under-5777 NashNova zh-cn 2026-07-07T12:12:51.670Z 禾赛科技被指美国网络安全风险，英伟达合作受关注 https://www.nashnova.com/zh/feed/special/gao-shanwen-former-chief-economist-of-guotou-securities-passes-away-at-55-due-to-5776 NashNova zh-cn 2026-07-07T12:11:17.025Z 国投证券前首席经济学家高善文因病去世，享年55岁 https://www.nashnova.com/zh/feed/special/250-5775 NashNova zh-cn 2026-07-07T12:10:25.242Z 亚马逊拟发行美元债券融资逾250亿美元 https://www.nashnova.com/zh/feed/special/2002-5774 NashNova zh-cn 2026-07-07T12:05:50.064Z 美股科技波动率相对标普创2002年来新高 https://www.nashnova.com/zh/feed/special/ai-5773 NashNova zh-cn 2026-07-07T11:50:52.641Z 高盛：AI是资本开支周期，利率上行压力难消 https://www.nashnova.com/zh/feed/special/100-etf-5772 NashNova zh-cn 2026-07-07T11:46:09.951Z 贝莱德推出纳斯达克100 ETF，挑战景顺垄断地位 https://www.nashnova.com/zh-hant/feed/special/ai-sector-sentiment-and-strait-of-hormuz-risk-drag-u-s-stocks-lower-5823 NashNova zh-tw 2026-07-07T20:55:33.464Z AI板塊情緒與霍爾木茲風險拖累美股回調 https://www.nashnova.com/zh-hant/feed/special/u-s-1-year-inflation-expectations-rise-to-3-67-percent-hitting-over-two-year-5794 NashNova zh-tw 2026-07-07T15:10:45.902Z 美國一年期通膨預期升至3.67%，創逾兩年新高 https://www.nashnova.com/zh-hant/feed/special/u-s-military-strikes-iran-citing-response-to-ship-attacks-in-strait-of-hormuz-5826 NashNova zh-tw 2026-07-07T21:35:13.650Z 美軍對伊朗發動打擊，稱回應霍爾木茲海峽襲船 https://www.nashnova.com/zh-hant/feed/special/semianalysis-predicts-anthropics-q3-profit-to-surpass-1-billion-5871 NashNova zh-tw 2026-07-08T06:30:36.020Z SemiAnalysis預測Anthropic三季度利潤突破10億美元 https://www.nashnova.com/zh-hant/feed/special/volkswagen-plans-to-cut-100-000-jobs-amid-declining-market-share-in-china-5870 NashNova zh-tw 2026-07-08T06:10:28.777Z 大眾汽車擬裁員10萬人應對中國市場份額下滑 https://www.nashnova.com/zh-hant/feed/special/south-koreas-110-billion-chip-mega-complex-plan-faces-scrutiny-5869 NashNova zh-tw 2026-07-08T06:05:49.749Z 韓國8000億元晶片園區計劃遭質疑 https://www.nashnova.com/zh-hant/feed/special/xiaomi-auto-launches-skynomad-entering-the-family-full-size-suv-market-5868 NashNova zh-tw 2026-07-08T05:42:01.717Z 小米汽車發布SKYNOMAD，進軍家庭大型SUV市場 https://www.nashnova.com/zh-hant/feed/special/hedging-behavior-vanishes-as-u-s-options-market-accumulates-systemic-risk-5867 NashNova zh-tw 2026-07-08T05:40:40.888Z 對沖行為消失，美股期權市場積累系統性風險 https://www.nashnova.com/zh-hant/feed/special/china-10-year-government-bond-auction-demand-hits-all-time-high-5866 NashNova zh-tw 2026-07-08T05:20:10.991Z 中國10年期國債拍賣需求創歷史新高 https://www.nashnova.com/zh-hant/feed/special/cofco-continues-purchasing-u-s-soybeans-as-china-u-s-agricultural-trade-5865 NashNova zh-tw 2026-07-08T05:01:38.310Z 中糧集團續購美國大豆，中美農產品貿易提速 https://www.nashnova.com/zh-hant/feed/special/u-s-department-of-defense-plans-to-spend-300-million-on-lithium-resources-5864 NashNova zh-tw 2026-07-08T05:00:33.532Z 美國防部擬斥資3億美元採購鋰資源 https://www.nashnova.com/zh-hant/feed/special/metax-integrated-circuit-surges-428-percent-after-ipo-reportedly-considering-5863 NashNova zh-tw 2026-07-08T04:50:27.735Z 沐曦集成電路IPO後漲428%，傳考慮配股融資逾8億美元 https://www.nashnova.com/zh-hant/feed/special/memory-super-cycle-chipmakers-pricing-power-hits-record-highs-forcing-mac-xbox-5862 NashNova zh-tw 2026-07-08T04:35:46.304Z 儲存超級週期：原廠定價權創紀錄，Mac/Xbox/Pixel被迫漲價 https://www.nashnova.com/zh-hant/feed/special/china-merchants-securities-h1-net-profit-surges-over-90-percent-exceeding-10-5861 NashNova zh-tw 2026-07-08T04:30:30.139Z 招商證券上半年淨利預增逾九成，首破百億 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-u-s-momentum-stocks-plunge-over-20-percent-in-5-days-steepest-5860 NashNova zh-tw 2026-07-08T04:18:36.669Z 高盛：美股動量股5日跌超20%，2020年來最猛 https://www.nashnova.com/zh-hant/feed/special/hong-kong-stocks-hang-seng-index-up-2-38-percent-in-morning-session-as-domestic-5859 NashNova zh-tw 2026-07-08T04:17:11.222Z 港股早盤恒指漲2.38%，國產芯片股集體大漲 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-chinas-cost-reduction-to-drive-global-robotaxi-market-to-1-5858 NashNova zh-tw 2026-07-08T04:15:35.061Z 摩根士丹利：中國降本推動全球Robotaxi市場2040年達萬億美元 https://www.nashnova.com/zh-hant/feed/special/chinas-industrial-overcapacity-resurfaces-reform-path-remains-unclear-5857 NashNova zh-tw 2026-07-08T04:13:58.495Z 中國工業產能過剩再現，改革路徑仍不明朗 https://www.nashnova.com/zh-hant/feed/special/chinas-cheap-ai-models-encroach-on-market-pressuring-anthropic-and-openais-5856 NashNova zh-tw 2026-07-08T04:12:31.352Z 中國廉價AI搶食，Anthropic和OpenAI開發者市場承壓 https://www.nashnova.com/zh-hant/feed/special/palantirs-political-ties-risk-intensifies-as-stock-drops-nearly-25-percent-year-5855 NashNova zh-tw 2026-07-08T04:11:32.241Z Palantir政治關聯風險加劇，股價年內跌近四分之一 https://www.nashnova.com/zh-hant/feed/special/mainland-chinese-court-asserts-jurisdiction-over-hong-kong-listed-company-for-5854 NashNova zh-tw 2026-07-08T04:10:30.103Z 大陸法院首次對港股上市公司主張司法管轄權 https://www.nashnova.com/zh-hant/feed/special/astrazeneca-signs-respiratory-drug-licensing-deal-with-cspc-worth-up-to-1-9-5853 NashNova zh-tw 2026-07-08T03:50:28.530Z 阿斯利康與中國生物製藥簽呼吸道藥物授權協議，最高19億美元 https://www.nashnova.com/zh-hant/feed/special/nvidia-vera-cpu-secured-by-perplexity-targeting-200-billion-market-5852 NashNova zh-tw 2026-07-08T03:47:08.214Z 輝達Vera CPU獲Perplexity採購，劍指2000億美元市場 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-cautious-ming-chi-kuo-strongly-backs-tsmcs-gcs-strategic-position-5851 NashNova zh-tw 2026-07-08T03:45:44.647Z 高盛謹慎，郭明錤力挺台積電GCS戰略地位 https://www.nashnova.com/zh-hant/feed/special/eu-imposes-anti-dumping-duties-of-up-to-45-3-percent-on-chinese-tire-companies-5850 NashNova zh-tw 2026-07-08T03:40:28.156Z 歐盟對中國輪胎企業徵收最高45.3%反傾銷稅 https://www.nashnova.com/zh-hant/feed/special/chip-and-ai-bets-drive-hedge-funds-to-best-first-half-in-five-years-5849 NashNova zh-tw 2026-07-08T03:35:44.078Z 晶片AI押注驅動對沖基金創五年最佳上半年 https://www.nashnova.com/zh-hant/feed/special/musks-terafab-five-year-wfe-procurement-could-match-global-annual-market-size-5848 NashNova zh-tw 2026-07-08T03:33:06.100Z 馬斯克Terafab五年WFE採購或達全球年市場總量 https://www.nashnova.com/zh-hant/feed/special/wechat-ai-agent-xiaowei-enters-testing-challenging-bytedances-doubao-5847 NashNova zh-tw 2026-07-08T03:31:43.673Z 微信AI Agent小微開測，挑戰字節跳動豆包 https://www.nashnova.com/zh-hant/feed/special/u-s-commerce-department-approves-large-scale-release-of-openais-gpt-5-6-5846 NashNova zh-tw 2026-07-08T03:30:21.548Z 美國商務部批准OpenAI GPT-5.6大規模發布 https://www.nashnova.com/zh-hant/feed/special/enterprise-ssd-demand-drives-ddr4-8gb-contract-prices-with-potential-50-percent-5845 NashNova zh-tw 2026-07-08T03:10:52.020Z 企業級SSD需求拉動DDR4 8Gb合約價季漲幅或達50% https://www.nashnova.com/zh-hant/feed/special/nvidia-partners-with-d-matrix-to-launch-ai-chip-system-ai-cloud-provider-5844 NashNova zh-tw 2026-07-08T02:15:36.962Z 輝達聯手d-Matrix推AI晶片系統，AI雲商Parasail首批接入 https://www.nashnova.com/zh-hant/feed/special/tech-stock-weighting-doubles-as-a-shares-converge-toward-u-s-market-structure-5843 NashNova zh-tw 2026-07-08T02:10:33.558Z 科技股權重翻倍，A股向美股靠攏 https://www.nashnova.com/zh-hant/feed/special/us-iran-tensions-push-oil-prices-and-rate-hike-expectations-higher-gold-turns-5842 NashNova zh-tw 2026-07-08T01:40:42.878Z 美伊局勢推升油價與加息預期，金價轉跌 https://www.nashnova.com/zh-hant/feed/special/momenta-w-rises-1-83-percent-on-hong-kong-ipo-debut-trading-at-hk-301-5841 NashNova zh-tw 2026-07-08T01:35:58.383Z MOMENTA-W港股首掛漲1.83%，報301港元 https://www.nashnova.com/zh-hant/feed/special/japan-bank-lending-growth-hits-highest-since-covid-5840 NashNova zh-tw 2026-07-08T01:15:29.088Z 日本銀行貸款增速創新冠以來最高 https://www.nashnova.com/zh-hant/feed/special/citic-securities-computing-power-oversupply-concerns-are-unfounded-domestic-5839 NashNova zh-tw 2026-07-08T01:06:01.047Z 中信證券：算力過剩擔憂不成立，國產算力具差異化價值 https://www.nashnova.com/zh-hant/feed/special/samsung-and-sk-hynix-leveraged-etfs-nearly-all-trading-below-ipo-price-as-korean-5838 NashNova zh-tw 2026-07-08T00:56:24.273Z 三星海力士槓桿ETF幾乎全線跌破發行價，韓國政界呼籲強制退市 https://www.nashnova.com/zh-hant/feed/special/options-market-bets-fed-rate-hike-pricing-is-overdone-as-sofr-call-activity-5837 NashNova zh-tw 2026-07-08T00:51:00.558Z 期權市場押注美聯儲加息定價過頭，SOFR看漲盤升溫 https://www.nashnova.com/zh-hant/feed/special/japans-government-plans-to-add-stable-inflation-wording-to-economic-policy-5836 NashNova zh-tw 2026-07-08T00:45:17.520Z 日本政府擬在經濟綱要中補充「穩定通膨」表述 https://www.nashnova.com/zh-hant/feed/special/apple-tests-cxmt-memory-chips-as-chinas-dram-supply-chain-emerges-5835 NashNova zh-tw 2026-07-08T00:26:10.557Z 蘋果測試長鑫存儲晶片，中國DRAM供應鏈浮出水面 https://www.nashnova.com/zh-hant/feed/special/meituan-open-sources-longcat-2-0-trained-entirely-on-chinese-computing-5834 NashNova zh-tw 2026-07-08T00:16:53.674Z 美團開源LongCat-2.0，全程跑在中國算力上 https://www.nashnova.com/zh-hant/feed/special/tesla-cybercab-begins-public-road-testing-5833 NashNova zh-tw 2026-07-08T00:15:30.263Z 特斯拉Cybercab開啟公開道路測試 https://www.nashnova.com/zh-hant/feed/special/foxconn-chairman-two-of-four-ai-customer-segments-still-have-immature-demand-5832 NashNova zh-tw 2026-07-08T00:10:54.391Z 鴻海董事長：AI四類客群兩類需求尚未成熟 https://www.nashnova.com/zh-hant/feed/special/exxonmobil-q2-earnings-expected-to-rise-by-nearly-4-billion-5831 NashNova zh-tw 2026-07-07T23:35:15.125Z 埃克森美孚Q2盈利預增近40億美元 https://www.nashnova.com/zh-hant/feed/special/samsung-mass-produces-enterprise-ssds-for-nvidia-vera-rubin-5830 NashNova zh-tw 2026-07-07T23:25:05.503Z 三星為輝達Vera Rubin量產企業級固態硬碟 https://www.nashnova.com/zh-hant/feed/special/fed-minutes-due-today-as-warshs-opaque-style-puts-markets-on-alert-5829 NashNova zh-tw 2026-07-07T22:20:52.091Z 美聯儲紀要今日發布，沃什不透明風格令市場警惕 https://www.nashnova.com/zh-hant/feed/special/fcc-denies-telecom-service-license-to-u-s-firm-with-chinese-ownership-5828 NashNova zh-tw 2026-07-07T22:15:28.754Z FCC拒絕中資背景美企電信服務許可 https://www.nashnova.com/zh-hant/feed/special/u-s-software-sector-down-21-percent-from-a-year-ago-as-ai-disruption-drives-5827 NashNova zh-tw 2026-07-07T21:36:12.738Z 美股軟體板塊較一年前跌21%，AI衝擊估值重估持續 https://www.nashnova.com/zh-hant/feed/special/xai-and-cursor-to-release-joint-ai-model-as-early-as-this-wednesday-5825 NashNova zh-tw 2026-07-07T21:15:29.541Z xAI與Cursor聯合AI模型最快本週三發布 https://www.nashnova.com/zh-hant/feed/special/spacex-drops-6-8-percent-on-first-day-in-nasdaq-100-as-bond-spreads-widen-in-5824 NashNova zh-tw 2026-07-07T21:00:59.982Z SpaceX納指100首日跌6.8%，債券利差同步走闊 https://www.nashnova.com/zh-hant/feed/special/chip-sector-plunges-as-traders-bet-on-nvidia-rebound-5822 NashNova zh-tw 2026-07-07T20:15:41.711Z 晶片板塊重挫，交易員押注輝達反彈 https://www.nashnova.com/zh-hant/feed/special/u-s-chip-fab-revival-faces-157-000-worker-talent-gap-5821 NashNova zh-tw 2026-07-07T19:25:31.273Z 美國晶片廠復興面臨15.7萬人才缺口 https://www.nashnova.com/zh-hant/feed/special/u-s-revokes-iran-oil-sanctions-waivers-5820 NashNova zh-tw 2026-07-07T19:20:10.508Z 美國撤銷伊朗石油制裁豁免 https://www.nashnova.com/zh-hant/feed/special/ubs-sounds-deleveraging-alarm-ai-positions-face-concentrated-unwinding-5819 NashNova zh-tw 2026-07-07T19:17:18.180Z 瑞銀發出去槓桿預警：AI持倉遭集中減倉 https://www.nashnova.com/zh-hant/feed/special/siemens-energy-downgrade-drags-ge-vernova-lower-leading-power-equipment-sector-5818 NashNova zh-tw 2026-07-07T19:00:27.226Z 西門子能源遭降級，GE Vernova領跌電力設備板塊 https://www.nashnova.com/zh-hant/feed/special/bofa-raises-capex-forecasts-for-alphabet-amazon-and-meta-5817 NashNova zh-tw 2026-07-07T18:55:35.858Z 美銀上調Alphabet/亞馬遜/Meta資本開支預測 https://www.nashnova.com/zh-hant/feed/special/meta-launches-muse-image-generation-model-5816 NashNova zh-tw 2026-07-07T18:10:49.404Z Meta推出Muse Image圖像生成模型 https://www.nashnova.com/zh-hant/feed/special/bond-market-eyes-atlanta-fed-wage-tracker-as-rate-hike-expectations-hang-in-the-5815 NashNova zh-tw 2026-07-07T18:05:46.699Z 債市緊盯亞特蘭大聯儲薪資追蹤器，加息預期懸而未決 https://www.nashnova.com/zh-hant/feed/special/nokia-transforms-into-ai-data-center-supplier-stock-surges-nearly-90-percent-5814 NashNova zh-tw 2026-07-07T17:55:36.418Z 諾基亞轉型AI數據中心供應商，股價年內漲近九成 https://www.nashnova.com/zh-hant/feed/special/blackrock-private-credit-to-play-a-bigger-role-in-ai-infrastructure-financing-5813 NashNova zh-tw 2026-07-07T17:40:38.065Z 貝萊德：私人信貸將在AI基建融資中扮演更大角色 https://www.nashnova.com/zh-hant/feed/special/eia-forecasts-u-s-electricity-demand-to-hit-record-highs-in-2026-2027-5812 NashNova zh-tw 2026-07-07T17:20:31.813Z EIA預測美國電力需求2026-2027年連創歷史新高 https://www.nashnova.com/zh-hant/feed/special/global-central-banks-plan-first-net-reduction-in-usd-holdings-in-three-years-5811 NashNova zh-tw 2026-07-07T17:00:48.025Z 全球央行計劃三年來首次淨減持美元 增配黃金與歐元 https://www.nashnova.com/zh-hant/feed/special/us-stock-intraday-movers-spacex-down-over-5-percent-rivian-drops-14-percent-on-5810 NashNova zh-tw 2026-07-07T16:56:02.092Z 美股盤中異動：SpaceX跌超5%，Rivian增發跌14% https://www.nashnova.com/zh-hant/feed/special/golds-three-year-bull-run-ends-as-etf-funds-see-nearly-18-billion-in-net-5809 NashNova zh-tw 2026-07-07T16:49:13.411Z 黃金三年牛市終結，ETF資金淨流出近180億美元 https://www.nashnova.com/zh-hant/feed/special/ukraine-strikes-russian-refineries-european-diesel-crack-spreads-hit-highest-5808 NashNova zh-tw 2026-07-07T16:47:53.820Z 烏克蘭打擊俄煉油廠，歐洲柴油裂解價差升至4月來高位 https://www.nashnova.com/zh-hant/feed/special/microsoft-replaces-openai-and-anthropic-models-in-excel-and-outlook-with-in-5807 NashNova zh-tw 2026-07-07T16:46:36.889Z 微軟用自研MAI模型替換Excel和Outlook中的OpenAI及Anthropic https://www.nashnova.com/zh-hant/feed/special/semiconductor-etf-breaks-below-50-day-moving-average-as-ai-valuation-concerns-5806 NashNova zh-tw 2026-07-07T16:45:40.385Z 半導體ETF跌破50日均線，AI估值憂慮壓制板塊 https://www.nashnova.com/zh-hant/feed/special/ubs-market-leadership-broadens-as-financials-industrials-and-healthcare-5805 NashNova zh-tw 2026-07-07T16:40:35.034Z 瑞銀：市場領漲擴散，金融工業醫療跑贏半導體 https://www.nashnova.com/zh-hant/feed/special/private-equity-exit-backlog-hits-nine-year-high-5804 NashNova zh-tw 2026-07-07T16:23:22.656Z 私募股權退出積壓達九年高位 https://www.nashnova.com/zh-hant/feed/special/citi-raises-boe-technology-target-price-to-8-7-yuan-while-downgrading-rating-to-5802 NashNova zh-tw 2026-07-07T16:22:12.509Z 花旗上調京東方A目標價至8.7元，同步降評級至中性 https://www.nashnova.com/zh-hant/feed/special/sec-plans-to-propose-new-crypto-regulation-rules-this-month-5803 NashNova zh-tw 2026-07-07T16:20:28.206Z 美國證監會擬本月提出加密貨幣監管新規 https://www.nashnova.com/zh-hant/feed/special/nvidia-roadshow-blackwell-and-rubin-cumulative-revenue-visibility-exceeds-1-5801 NashNova zh-tw 2026-07-07T16:15:53.908Z 輝達路演：Blackwell與Rubin累計收入能見度超1萬億美元 https://www.nashnova.com/zh-hant/feed/special/piper-sandler-oracle-cloud-fy27-revenue-may-exceed-expectations-5800 NashNova zh-tw 2026-07-07T16:10:30.730Z 派珀·桑德勒：甲骨文雲FY27收入或超預期 https://www.nashnova.com/zh-hant/feed/special/trump-plans-to-lift-turkey-sanctions-and-considers-f-35-sale-5799 NashNova zh-tw 2026-07-07T16:02:10.654Z 特朗普擬解除土耳其制裁並考慮出售F-35 https://www.nashnova.com/zh-hant/feed/special/inflation-expectations-decline-while-real-rates-rise-keeping-u-s-treasury-yields-5798 NashNova zh-tw 2026-07-07T16:00:54.804Z 通膨預期回落，實際利率走高，美債殖利率維持高位 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-raises-apple-price-target-to-345-confident-in-pricing-resilience-5797 NashNova zh-tw 2026-07-07T15:45:39.830Z 摩根大通上調蘋果目標價至345美元，看好漲價韌性 https://www.nashnova.com/zh-hant/feed/special/bernstein-tencents-hy3-model-is-good-enough-agent-commercialization-is-the-key-5796 NashNova zh-tw 2026-07-07T15:40:35.250Z 伯恩斯坦：騰訊Hy3模型夠用，Agent商業化是關鍵 https://www.nashnova.com/zh-hant/feed/special/boj-board-member-asada-need-to-see-demand-driven-inflation-before-supporting-5795 NashNova zh-tw 2026-07-07T15:11:52.458Z 日本央行委員淺田：需見需求驅動通膨才支持加息 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-1-delta-ai-model-price-war-suppresses-momentum-trades-5793 NashNova zh-tw 2026-07-07T15:00:43.458Z 高盛1-Delta：AI模型降價潮壓制動量行情 https://www.nashnova.com/zh-hant/feed/special/s-and-p-hits-new-highs-while-institutional-positioning-drops-to-near-one-year-5792 NashNova zh-tw 2026-07-07T14:36:28.179Z 標普創新高，機構倉位卻近一年最低 https://www.nashnova.com/zh-hant/feed/special/iea-high-prices-suppress-demand-global-lng-supply-faces-first-contraction-in-14-5791 NashNova zh-tw 2026-07-07T13:56:27.873Z IEA：高價壓制需求，全球LNG供應面臨14年來首次萎縮 https://www.nashnova.com/zh-hant/feed/special/bofa-downgrades-adobe-to-underperform-as-ai-threatens-pricing-and-growth-5790 NashNova zh-tw 2026-07-07T13:50:33.851Z 美銀下調Adobe至跑輸大市，AI衝擊定價與增長 https://www.nashnova.com/zh-hant/feed/special/ny-fed-president-falling-energy-prices-improve-near-term-inflation-outlook-5789 NashNova zh-tw 2026-07-07T13:31:30.727Z 紐約聯儲主席：能源價格下跌改善近期通膨前景 https://www.nashnova.com/zh-hant/feed/special/inspur-electronics-first-half-net-profit-expected-to-surge-over-200-percent-5788 NashNova zh-tw 2026-07-07T13:30:28.159Z 浪潮資訊上半年淨利潤預增逾兩倍 https://www.nashnova.com/zh-hant/feed/special/analog-devices-completes-acquisition-of-empower-semiconductor-positioning-for-ai-5787 NashNova zh-tw 2026-07-07T13:26:23.425Z 模擬器件完成收購Empower半導體，佈局AI供電 https://www.nashnova.com/zh-hant/feed/special/deutsche-bank-u-s-private-ai-investment-exceeds-chinas-by-20x-in-2025-5786 NashNova zh-tw 2026-07-07T13:25:25.189Z 德銀：2025年美國AI私人投資超中國20倍 https://www.nashnova.com/zh-hant/feed/special/u-s-trade-deficit-widens-42-percent-to-77-6-billion-in-may-5785 NashNova zh-tw 2026-07-07T13:20:40.118Z 美國5月貿易逆差擴大42%至776億美元 https://www.nashnova.com/zh-hant/feed/special/zhipu-ai-considers-developing-custom-chips-as-glm-5-2-usage-surges-27x-5784 NashNova zh-tw 2026-07-07T13:16:08.668Z 智譜AI考慮自研晶片，GLM-5.2用量激增27倍 https://www.nashnova.com/zh-hant/feed/special/deutsche-bank-divergence-between-inflation-expectations-and-fed-rate-hike-5783 NashNova zh-tw 2026-07-07T13:05:25.167Z 德意志銀行：通膨預期與聯準會升息定價背離 https://www.nashnova.com/zh-hant/feed/special/ubs-raises-kospi-target-to-9-200-can-earnings-broaden-beyond-memory-5782 NashNova zh-tw 2026-07-07T12:57:56.947Z 瑞銀上調KOSPI目標至9200點：存儲之外能否盈利擴散 https://www.nashnova.com/zh-hant/feed/special/short-volatility-trade-becomes-single-point-of-failure-for-u-s-stocks-5781 NashNova zh-tw 2026-07-07T12:56:22.066Z 做空波動率交易成美股單一故障點 https://www.nashnova.com/zh-hant/feed/special/le-pen-cleared-to-run-in-2027-french-election-french-bond-yields-edge-higher-5780 NashNova zh-tw 2026-07-07T12:41:49.063Z 勒龐獲准參選2027法國大選，法債收益率小幅上行 https://www.nashnova.com/zh-hant/feed/special/france-announces-additional-3-billion-in-cuts-deficit-target-remains-elusive-5779 NashNova zh-tw 2026-07-07T12:40:48.673Z 法國追加30億歐元削減，赤字目標難保 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