https://www.nashnova.com/feed/special/u-s-and-japan-plan-to-develop-worlds-deepest-seabed-rare-earth-mine-to-challenge-9376 nashnova en 2026-08-12T21:20:34.670Z U.S. and Japan Plan to Develop World's Deepest Seabed Rare Earth Mine to Challenge China's Supply Chain https://www.nashnova.com/feed/special/u-s-treasury-permanently-stops-collecting-beneficial-ownership-data-on-shell-9375 nashnova en 2026-08-12T21:02:06.371Z U.S. Treasury Permanently Stops Collecting Beneficial Ownership Data on Shell Companies https://www.nashnova.com/feed/special/ai-cloud-provider-lambda-completes-926-million-leveraged-loan-pricing-9374 nashnova en 2026-08-12T21:00:53.485Z AI Cloud Provider Lambda Completes $926 Million Leveraged Loan Pricing https://www.nashnova.com/feed/special/u-s-supreme-court-stays-apple-app-store-fee-rate-litigation-proceedings-9373 nashnova en 2026-08-12T20:59:44.149Z U.S. Supreme Court Stays Apple App Store Fee Rate Litigation Proceedings https://www.nashnova.com/feed/special/institutions-memory-cycle-peak-call-may-be-a-year-too-early-9372 nashnova en 2026-08-12T20:51:29.345Z Institutions: Memory Cycle Peak Call May Be a Year Too Early https://www.nashnova.com/feed/special/coreweave-warns-switching-away-from-nvidia-chips-would-cost-significant-time-and-9371 nashnova en 2026-08-12T20:50:11.936Z CoreWeave Warns: Switching Away from Nvidia Chips Would Cost Significant Time and Money https://www.nashnova.com/feed/special/ai-fund-situational-awareness-forces-liquidation-of-japans-mlcc-leader-taiyo-9370 nashnova en 2026-08-12T20:41:40.435Z AI Fund "Situational Awareness" Forces Liquidation of Japan's MLCC Leader Taiyo Yuden https://www.nashnova.com/feed/special/coherent-q4-revenue-up-34-percent-beating-expectations-data-center-revenue-up-59-9369 nashnova en 2026-08-12T20:40:20.971Z Coherent Q4 Revenue Up 34% Beating Expectations, Data Center Revenue Up 59%, Stock Falls 5% After Hours https://www.nashnova.com/feed/special/tech-earnings-lift-u-s-stocks-july-cpi-meets-expectations-cooling-rate-hike-bets-9368 nashnova en 2026-08-12T20:30:32.223Z Tech Earnings Lift U.S. Stocks; July CPI Meets Expectations, Cooling Rate Hike Bets https://www.nashnova.com/feed/special/cerebras-raises-2026-revenue-guidance-as-hardware-revenue-drops-23-percent-9367 nashnova en 2026-08-12T20:26:26.028Z Cerebras Raises 2026 Revenue Guidance as Hardware Revenue Drops 23% https://www.nashnova.com/feed/special/cisco-q4-revenue-of-17-25b-beats-expectations-fy2027-full-year-guidance-far-9366 nashnova en 2026-08-12T20:25:08.968Z Cisco Q4 Revenue of $17.25B Beats Expectations; FY2027 Full-Year Guidance Far Exceeds Wall Street Estimates https://www.nashnova.com/feed/special/u-s-financial-sector-surges-over-13-percent-in-three-months-broadly-9365 nashnova en 2026-08-12T20:10:06.587Z U.S. Financial Sector Surges Over 13% in Three Months, Broadly Outperforming the S&P 500 https://www.nashnova.com/feed/special/nvidias-2020-a100-chip-contracts-extended-to-2029-reigniting-debate-over-old-gpu-9364 nashnova en 2026-08-12T19:56:09.365Z Nvidia's 2020 A100 Chip Contracts Extended to 2029, Reigniting Debate Over Old GPU Lifespan https://www.nashnova.com/feed/special/morgan-stanley-ai-computing-power-supply-constrained-power-gap-reaches-10-9363 nashnova en 2026-08-12T19:55:03.935Z Morgan Stanley: AI Computing Power Supply Constrained, Power Gap Reaches 10% to 20% https://www.nashnova.com/feed/special/takaichi-sanaes-food-consumption-tax-cut-faces-strong-opposition-within-ldp-9362 nashnova en 2026-08-12T19:40:21.969Z Takaichi Sanae's Food Consumption Tax Cut Faces Strong Opposition Within LDP https://www.nashnova.com/feed/special/xai-launches-grok-4-6-ranking-in-top-tier-on-agentic-benchmarks-at-roughly-half-9361 nashnova en 2026-08-12T19:15:04.873Z xAI Launches Grok 4.6, Ranking in Top Tier on Agentic Benchmarks at Roughly Half Competitors' Pricing https://www.nashnova.com/feed/special/u-s-cpi-meets-expectations-gold-rises-to-two-month-high-9360 nashnova en 2026-08-12T19:05:09.455Z U.S. CPI Meets Expectations, Gold Rises to Two-Month High https://www.nashnova.com/feed/special/japan-margin-trading-doubles-in-six-months-as-ai-stocks-drive-retail-leverage-to-9359 nashnova en 2026-08-12T18:55:13.221Z Japan Margin Trading Doubles in Six Months as AI Stocks Drive Retail Leverage to Record Highs https://www.nashnova.com/feed/special/u-s-july-fiscal-deficit-hits-monthly-record-of-over-432-billion-fiscal-year-9358 nashnova en 2026-08-12T18:09:51.721Z U.S. July Fiscal Deficit Hits Monthly Record of Over $432 Billion, Fiscal Year Cumulative Deficit Surpasses Last Year's Full-Year Total https://www.nashnova.com/feed/special/u-s-10-year-treasury-auction-yield-hits-highest-since-2007-9357 nashnova en 2026-08-12T17:34:56.606Z U.S. 10-Year Treasury Auction Yield Hits Highest Since 2007 https://www.nashnova.com/feed/special/usda-cuts-u-s-corn-yield-estimate-futures-surge-over-4-percent-in-a-single-day-9356 nashnova en 2026-08-12T17:25:15.042Z USDA Cuts U.S. Corn Yield Estimate, Futures Surge Over 4% in a Single Day https://www.nashnova.com/feed/special/susquehanna-nvidia-gb300-shipments-to-keep-climbing-demand-holds-strong-ahead-of-9355 nashnova en 2026-08-12T16:59:40.384Z Susquehanna: NVIDIA GB300 Shipments to Keep Climbing, Demand Holds Strong Ahead of Vera Rubin Launch https://www.nashnova.com/feed/special/strait-of-hormuz-shipping-volume-drops-to-three-month-low-as-u-s-iran-deal-9354 nashnova en 2026-08-12T16:55:19.484Z Strait of Hormuz Shipping Volume Drops to Three-Month Low as U.S.-Iran Deal Prospects Remain Uncertain https://www.nashnova.com/feed/special/c919-completes-first-international-commercial-flight-but-lack-of-eu-and-us-9353 nashnova en 2026-08-12T16:35:32.369Z C919 Completes First International Commercial Flight, but Lack of EU and US Certification Still Constrains Global Expansion https://www.nashnova.com/feed/special/goldman-sachs-ai-investment-crowding-out-effect-exists-but-is-limited-9352 nashnova en 2026-08-12T16:30:46.111Z Goldman Sachs: AI Investment Crowding-Out Effect Exists but Is Limited https://www.nashnova.com/feed/special/tesla-plans-10-1-billion-solar-factory-in-texas-9351 nashnova en 2026-08-12T16:29:53.737Z Tesla Plans $10.1 Billion Solar Factory in Texas https://www.nashnova.com/feed/special/burrys-warning-us-stock-low-volatility-hits-30-year-record-advises-staying-away-9350 nashnova en 2026-08-12T16:24:53.191Z Burry's Warning: US Stock Low Volatility Hits 30-Year Record, Advises Staying Away from Leverage https://www.nashnova.com/feed/special/bank-of-america-to-acquire-up-to-49-9-percent-stake-in-jio-credit-for-1-9-9349 nashnova en 2026-08-12T16:15:39.939Z Bank of America to Acquire Up to 49.9% Stake in Jio Credit for $1.9 Billion 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https://www.nashnova.com/feed/special/ecb-inclined-to-approve-unicredits-acquisition-of-commerzbank-9340 nashnova en 2026-08-12T13:57:34.907Z ECB Inclined to Approve UniCredit's Acquisition of Commerzbank https://www.nashnova.com/feed/special/black-sea-tanker-freight-rates-hit-record-highs-as-kazakhstans-cpc-crude-9339 nashnova en 2026-08-12T13:56:24.169Z Black Sea Tanker Freight Rates Hit Record Highs as Kazakhstan's CPC Crude Discount Widens https://www.nashnova.com/feed/special/russias-july-crude-output-falls-nearly-1-million-barrels-per-day-below-opec-9338 nashnova en 2026-08-12T13:55:09.543Z Russia's July Crude Output Falls Nearly 1 Million Barrels Per Day Below OPEC+ Quota https://www.nashnova.com/feed/special/anchorpoint-launches-hkd-stablecoin-hkdap-hashkey-completes-first-minting-9337 nashnova en 2026-08-12T13:25:22.557Z Anchorpoint Launches HKD Stablecoin HKDAP, HashKey Completes First Minting https://www.nashnova.com/feed/special/akesos-ivonescimab-approved-for-third-indication-first-line-treatment-of-9336 nashnova en 2026-08-12T13:15:25.023Z Akeso's Ivonescimab Approved for Third Indication: First-Line Treatment of Advanced Squamous Non-Small Cell Lung Cancer https://www.nashnova.com/feed/special/nvidia-rubin-ultra-nvl576-architecture-revealed-supply-chain-implications-emerge-9335 nashnova en 2026-08-12T12:56:25.529Z NVIDIA Rubin Ultra NVL576 Architecture Revealed, Supply Chain Implications Emerge https://www.nashnova.com/feed/special/hormuz-blockade-drives-em-corporate-bonds-to-outperform-u-s-peers-9334 nashnova en 2026-08-12T12:55:03.092Z Hormuz Blockade Drives EM Corporate Bonds to Outperform U.S. Peers https://www.nashnova.com/feed/special/opec-cuts-2025-demand-growth-forecast-again-to-580k-bpd-widening-gap-with-iea-9333 nashnova en 2026-08-12T12:49:55.829Z OPEC Cuts 2025 Demand Growth Forecast Again to 580K bpd, Widening Gap with IEA 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https://www.nashnova.com/feed/special/iea-hormuz-blockade-widens-oil-demand-drop-to-1-6m-bpd-supply-gap-hits-five-year-9296 nashnova en 2026-08-12T08:15:20.195Z IEA: Hormuz Blockade Widens Oil Demand Drop to 1.6M bpd, Supply Gap Hits Five-Year High https://www.nashnova.com/feed/special/caam-nev-monthly-sales-share-exceeds-60-percent-for-first-time-exports-top-one-9295 nashnova en 2026-08-12T07:25:22.694Z CAAM: NEV Monthly Sales Share Exceeds 60% for First Time; Exports Top One Million Units for Second Consecutive Month https://www.nashnova.com/feed/special/intel-ceo-lip-bu-tan-company-exploring-return-to-memory-market-9294 nashnova en 2026-08-12T07:19:47.532Z Intel CEO Lip-Bu Tan: Company Exploring Return to Memory Market https://www.nashnova.com/feed/special/morgan-stanley-upgrades-us-it-hardware-ratings-storage-leads-but-cyclical-risks-9293 nashnova en 2026-08-12T07:12:41.112Z Morgan Stanley Upgrades US IT Hardware Ratings: Storage Leads, but Cyclical Risks Flagged 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https://www.nashnova.com/zh/feed/special/xai-launches-grok-4-6-ranking-in-top-tier-on-agentic-benchmarks-at-roughly-half-9361 nashnova zh-cn 2026-08-12T19:15:04.873Z xAI发布Grok 4.6，智能体测试跻身第一梯队，定价约为竞品一半 https://www.nashnova.com/zh/feed/special/u-s-cpi-meets-expectations-gold-rises-to-two-month-high-9360 nashnova zh-cn 2026-08-12T19:05:09.455Z 美国CPI符合预期，黄金升至两个月高位 https://www.nashnova.com/zh/feed/special/japan-margin-trading-doubles-in-six-months-as-ai-stocks-drive-retail-leverage-to-9359 nashnova zh-cn 2026-08-12T18:55:13.221Z 日本融资交易半年翻倍，AI股推动散户杠杆创纪录 https://www.nashnova.com/zh/feed/special/u-s-july-fiscal-deficit-hits-monthly-record-of-over-432-billion-fiscal-year-9358 nashnova zh-cn 2026-08-12T18:09:51.721Z 美国7月财政赤字创月度纪录逾4320亿美元，财年累计赤字超去年全年 https://www.nashnova.com/zh/feed/special/u-s-10-year-treasury-auction-yield-hits-highest-since-2007-9357 nashnova zh-cn 2026-08-12T17:34:56.606Z 美国10年期国债拍卖收益率创2007年以来新高 https://www.nashnova.com/zh/feed/special/usda-cuts-u-s-corn-yield-estimate-futures-surge-over-4-percent-in-a-single-day-9356 nashnova zh-cn 2026-08-12T17:25:15.042Z USDA下调美国玉米单产，期货单日涨逾4% https://www.nashnova.com/zh/feed/special/susquehanna-nvidia-gb300-shipments-to-keep-climbing-demand-holds-strong-ahead-of-9355 nashnova zh-cn 2026-08-12T16:59:40.384Z Susquehanna：英伟达GB300出货将持续攀升，Vera Rubin发布前需求不减 https://www.nashnova.com/zh/feed/special/strait-of-hormuz-shipping-volume-drops-to-three-month-low-as-u-s-iran-deal-9354 nashnova zh-cn 2026-08-12T16:55:19.484Z 霍尔木兹海峡船运量降至三个月低点，美伊协议前景存疑 https://www.nashnova.com/zh/feed/special/c919-completes-first-international-commercial-flight-but-lack-of-eu-and-us-9353 nashnova zh-cn 2026-08-12T16:35:32.369Z C919完成首次国际商业飞行，欧美认证缺口仍制约全球扩张 https://www.nashnova.com/zh/feed/special/goldman-sachs-ai-investment-crowding-out-effect-exists-but-is-limited-9352 nashnova zh-cn 2026-08-12T16:30:46.111Z 高盛：AI投资挤出效应存在但有限 https://www.nashnova.com/zh/feed/special/tesla-plans-10-1-billion-solar-factory-in-texas-9351 nashnova zh-cn 2026-08-12T16:29:53.737Z 特斯拉拟在德克萨斯州建101亿美元太阳能工厂 https://www.nashnova.com/zh/feed/special/burrys-warning-us-stock-low-volatility-hits-30-year-record-advises-staying-away-9350 nashnova zh-cn 2026-08-12T16:24:53.191Z 伯瑞警示：美股低波动创30年纪录，建议远离杠杆 https://www.nashnova.com/zh/feed/special/bank-of-america-to-acquire-up-to-49-9-percent-stake-in-jio-credit-for-1-9-9349 nashnova zh-cn 2026-08-12T16:15:39.939Z 美国银行19亿美元入股Jio Credit最多49.9%股权 https://www.nashnova.com/zh/feed/special/deepseek-api-adds-new-deepseek-v4-pro-0813-model-9348 nashnova zh-cn 2026-08-12T15:59:43.723Z DeepSeek API新增DeepSeek-V4-Pro-0813模型 https://www.nashnova.com/zh/feed/special/blackstone-reportedly-abandons-3-billion-mortgage-fund-debt-financing-plan-9347 nashnova zh-cn 2026-08-12T15:55:05.840Z 黑石拟放弃30亿美元抵押基金债务融资计划 https://www.nashnova.com/zh/feed/special/switzerland-launches-banking-regulatory-reform-consultation-ubs-capital-9346 nashnova zh-cn 2026-08-12T15:40:17.557Z 瑞士银行监管改革咨询启动，UBS资本要求表决推迟 https://www.nashnova.com/zh/feed/special/global-equities-show-technical-strength-as-over-80-percent-of-country-etfs-trade-9345 nashnova zh-cn 2026-08-12T15:19:34.991Z 全球股市技术面走强，逾八成国家ETF站上50日均线 https://www.nashnova.com/zh/feed/special/u-s-crude-inventories-surge-by-17-4-million-barrels-in-a-single-week-wti-falls-9344 nashnova zh-cn 2026-08-12T14:50:31.011Z 美国原油库存单周暴增1740万桶，WTI跌破83美元 https://www.nashnova.com/zh/feed/special/u-s-allocates-50-million-to-build-ai-powered-rapid-cargo-clearance-platform-in-9343 nashnova zh-cn 2026-08-12T14:35:00.240Z 美国拨款5000万美元在巴拿马建AI货物快速通关平台 https://www.nashnova.com/zh/feed/special/jpmorgan-fed-should-hold-rates-steady-teflon-inflation-wont-last-9342 nashnova zh-cn 2026-08-12T14:15:09.696Z 摩根大通：美联储应维持利率不变，"特氟龙通胀"不会持续 https://www.nashnova.com/zh/feed/special/applied-materials-q3-earnings-on-deck-wall-street-expects-36-7-percent-eps-9341 nashnova zh-cn 2026-08-12T14:09:36.123Z 应用材料Q3财报将出炉，华尔街预期EPS增36.7% https://www.nashnova.com/zh/feed/special/ecb-inclined-to-approve-unicredits-acquisition-of-commerzbank-9340 nashnova zh-cn 2026-08-12T13:57:34.907Z 欧洲央行倾向批准裕信收购德国商业银行 https://www.nashnova.com/zh/feed/special/black-sea-tanker-freight-rates-hit-record-highs-as-kazakhstans-cpc-crude-9339 nashnova zh-cn 2026-08-12T13:56:24.169Z 黑海油轮运费创历史纪录，哈萨克斯坦CPC原油折价扩大 https://www.nashnova.com/zh/feed/special/russias-july-crude-output-falls-nearly-1-million-barrels-per-day-below-opec-9338 nashnova zh-cn 2026-08-12T13:55:09.543Z 俄罗斯7月原油日产量低于OPEC+配额近百万桶 https://www.nashnova.com/zh/feed/special/anchorpoint-launches-hkd-stablecoin-hkdap-hashkey-completes-first-minting-9337 nashnova zh-cn 2026-08-12T13:25:22.557Z Anchorpoint港元稳定币HKDAP启动，HashKey完成首笔铸造 https://www.nashnova.com/zh/feed/special/akesos-ivonescimab-approved-for-third-indication-first-line-treatment-of-9336 nashnova zh-cn 2026-08-12T13:15:25.023Z 康方生物依沃西第三适应症获批，一线治疗晚期鳞状肺癌 https://www.nashnova.com/zh/feed/special/nvidia-rubin-ultra-nvl576-architecture-revealed-supply-chain-implications-emerge-9335 nashnova zh-cn 2026-08-12T12:56:25.529Z 英伟达Rubin Ultra NVL576架构曝光，供应链影响浮现 https://www.nashnova.com/zh/feed/special/hormuz-blockade-drives-em-corporate-bonds-to-outperform-u-s-peers-9334 nashnova zh-cn 2026-08-12T12:55:03.092Z 霍尔木兹封锁推动新兴市场公司债跑赢美国同类 https://www.nashnova.com/zh/feed/special/opec-cuts-2025-demand-growth-forecast-again-to-580k-bpd-widening-gap-with-iea-9333 nashnova zh-cn 2026-08-12T12:49:55.829Z OPEC再度下调今年需求增长预测至58万桶/日，与IEA判断分歧扩大 https://www.nashnova.com/zh/feed/special/burry-slams-nvidias-50b-ai-financing-a-2008-style-wall-street-trick-9332 nashnova zh-cn 2026-08-12T12:46:25.609Z 伯里抨击英伟达5000亿美元AI融资：2008式华尔街把戏 https://www.nashnova.com/zh/feed/special/ubs-deleveraging-in-chinas-ai-tech-stocks-nearing-end-valuations-retreating-to-9331 nashnova zh-cn 2026-08-12T12:45:01.596Z 瑞银：中国AI科技股去杠杆近尾声，估值回落至历史均值附近 https://www.nashnova.com/zh/feed/special/chip-stocks-surge-on-strong-earnings-as-palantir-and-other-software-names-slide-9330 nashnova zh-cn 2026-08-12T12:39:53.242Z 芯片股财报强劲，Palantir等软件股盘前承压 https://www.nashnova.com/zh/feed/special/apple-ios-27-beta-leak-ai-features-to-be-tied-to-icloud-subscription-plans-9329 nashnova zh-cn 2026-08-12T12:31:07.802Z 苹果iOS 27测试版曝光：AI功能将与iCloud+套餐挂钩收费 https://www.nashnova.com/zh/feed/special/saudi-arabias-july-crude-output-rebounds-by-over-1-million-bpd-still-below-pre-9328 nashnova zh-cn 2026-08-12T12:19:50.754Z 沙特7月原油产量反弹逾百万桶/日，仍低于冲突前水平 https://www.nashnova.com/zh/feed/special/goldman-sachs-acquires-etf-provider-neos-for-2-3-billion-expanding-etf-aum-to-9327 nashnova zh-cn 2026-08-12T12:05:03.149Z 高盛23亿美元收购ETF提供商Neos，ETF资产规模将达1300亿美元 https://www.nashnova.com/zh/feed/special/coreweave-surges-over-18-percent-pre-market-super-micro-and-nvidia-rally-in-9326 nashnova zh-cn 2026-08-12T11:56:25.154Z CoreWeave盘前涨逾18%，Super Micro、英伟达同步走强 https://www.nashnova.com/zh/feed/special/nebius-q2-revenue-hits-582m-with-454-percent-yoy-growth-shares-up-13-percent-9325 nashnova zh-cn 2026-08-12T11:54:55.585Z Nebius Q2营收5.82亿美元同比增454%，盘前涨13% https://www.nashnova.com/zh/feed/special/traders-cloud-provider-defaults-could-mark-the-starting-point-of-ai-bubble-burst-9324 nashnova zh-cn 2026-08-12T11:50:14.323Z 交易员：云厂商违约或成AI泡沫破裂起点 https://www.nashnova.com/zh/feed/special/jpmorgan-funds-rotate-back-into-gold-and-copper-metals-net-longs-rise-nearly-20-9323 nashnova zh-cn 2026-08-12T11:40:53.321Z 摩根大通：资金回流黄金与铜，金属净多头增近200亿美元 https://www.nashnova.com/zh/feed/special/hkex-becomes-the-worlds-largest-mining-ipo-fundraising-market-in-2025-9322 nashnova zh-cn 2026-08-12T11:30:24.708Z 港交所跃居2025年全球最大矿业IPO融资市场 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https://www.nashnova.com/zh/feed/special/cxmts-ddr5-yield-breaks-90-percent-narrowing-gap-with-samsung-to-just-2-3-9291 nashnova zh-cn 2026-08-12T07:10:01.415Z 长鑫存储DDR5良率突破90%，与三星差距缩至2-3个百分点 https://www.nashnova.com/zh/feed/special/gold-etfs-see-3-billion-net-inflows-in-july-as-western-buyers-return-but-north-9290 nashnova zh-cn 2026-08-12T06:50:52.836Z 黄金ETF7月净流入30亿美元，西方买家回流但北美仍滞后 https://www.nashnova.com/zh/feed/special/norways-sovereign-wealth-fund-posts-9-4-percent-return-in-first-half-led-by-9289 nashnova zh-cn 2026-08-12T06:49:49.036Z 挪威主权财富基金上半年回报9.4%，亚洲科技股领涨 https://www.nashnova.com/zh/feed/special/japan-jgb-yields-rival-u-s-treasuries-as-fund-houses-race-to-launch-retail-9288 nashnova zh-cn 2026-08-12T06:25:49.835Z 日本JGB收益率媲美美债，基金公司竞推零售投资信托 https://www.nashnova.com/zh/feed/special/hon-hai-reports-nt-109-9b-net-profit-for-h1-2026-q2-beats-expectations-9287 nashnova zh-cn 2026-08-12T06:24:36.296Z 鸿海2026年上半年净利润1,099亿元台币，Q2超预期 https://www.nashnova.com/zh/feed/special/sk-hynix-resumes-nand-expansion-at-dalian-fab-capacity-set-to-increase-by-50-9286 nashnova zh-cn 2026-08-12T06:15:54.320Z SK海力士重启大连NAND扩产，产能将增约五成 https://www.nashnova.com/zh/feed/special/germanys-july-cpi-rises-to-2-8-percent-yoy-beating-expectations-9285 nashnova zh-cn 2026-08-12T06:14:38.426Z 德国7月CPI同比升至2.8%，超预期 https://www.nashnova.com/zh/feed/special/tesla-fsd-eu-approval-mired-in-regulatory-exemption-and-transparency-disputes-9284 nashnova zh-cn 2026-08-12T06:12:39.601Z 特斯拉FSD欧盟审批陷监管豁免与透明度争议，10月迎关键投票 https://www.nashnova.com/zh/feed/special/signs-of-intels-israel-fab-restart-emerge-but-14a-node-execution-remains-9283 nashnova zh-cn 2026-08-12T06:11:33.126Z 英特尔以色列晶圆厂重启信号出现，14A制程落地仍存疑 https://www.nashnova.com/zh/feed/special/japan-bets-on-rapidus-2nm-semiconductor-investment-to-reach-68-trillion-by-2040-9282 nashnova zh-cn 2026-08-12T06:10:17.525Z 日本押注Rapidus 2nm，半导体投资规模至2040年达68万亿日元 https://www.nashnova.com/zh/feed/special/tata-group-chairman-chandrasekaran-resigns-group-stocks-drop-over-4-percent-9281 nashnova zh-cn 2026-08-12T06:04:52.164Z 塔塔集团主席钱德拉塞卡兰辞职，旗下股票跌逾4% https://www.nashnova.com/zh/feed/special/bitcoin-options-bulls-bet-on-70-000-ahead-of-cpi-on-chain-eth-continues-flowing-9280 nashnova zh-cn 2026-08-12T05:40:00.455Z CPI前夕比特币期权多头押注70000美元，链上ETH持续流出交易所 https://www.nashnova.com/zh/feed/special/temasek-reportedly-eyes-direct-stakes-samsung-sk-hynix-surge-over-8-percent-9279 nashnova zh-cn 2026-08-12T05:19:57.948Z 传淡马锡拟直接入股，三星、SK海力士涨逾8% https://www.nashnova.com/zh/feed/special/memory-giants-secure-38b-in-customer-commitments-buyer-bargaining-power-may-9278 nashnova zh-cn 2026-08-12T04:48:42.342Z 存储巨头客户担保规模达380亿美元，2029年买方议价权或回归 https://www.nashnova.com/zh/feed/special/foxconn-q2-earnings-call-focuses-on-ai-rack-shipments-apple-and-ev-progress-9277 nashnova zh-cn 2026-08-12T04:47:21.374Z 富士康Q2财报会聚焦AI机架出货、苹果与电动车进展 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https://www.nashnova.com/zh-hant/feed/special/coreweave-warns-switching-away-from-nvidia-chips-would-cost-significant-time-and-9371 nashnova zh-tw 2026-08-12T20:50:11.936Z CoreWeave警告：脫離輝達晶片將耗費大量時間與資金 https://www.nashnova.com/zh-hant/feed/special/ai-fund-situational-awareness-forces-liquidation-of-japans-mlcc-leader-taiyo-9370 nashnova zh-tw 2026-08-12T20:41:40.435Z AI基金「態勢感知」強制減倉日本MLCC龍頭太陽誘電 https://www.nashnova.com/zh-hant/feed/special/coherent-q4-revenue-up-34-percent-beating-expectations-data-center-revenue-up-59-9369 nashnova zh-tw 2026-08-12T20:40:20.971Z Coherent Q4營收增34%超預期，數據中心營收增59%，盤後跌5% https://www.nashnova.com/zh-hant/feed/special/tech-earnings-lift-u-s-stocks-july-cpi-meets-expectations-cooling-rate-hike-bets-9368 nashnova zh-tw 2026-08-12T20:30:32.223Z 科技財報提振美股，7月CPI符合預期加息預期降溫 https://www.nashnova.com/zh-hant/feed/special/cerebras-raises-2026-revenue-guidance-as-hardware-revenue-drops-23-percent-9367 nashnova zh-tw 2026-08-12T20:26:26.028Z Cerebras上調2026年營收指引，硬體收入下滑23% https://www.nashnova.com/zh-hant/feed/special/cisco-q4-revenue-of-17-25b-beats-expectations-fy2027-full-year-guidance-far-9366 nashnova zh-tw 2026-08-12T20:25:08.968Z 思科Q4營收172.5億美元超預期，FY2027全年指引遠超華爾街 https://www.nashnova.com/zh-hant/feed/special/u-s-financial-sector-surges-over-13-percent-in-three-months-broadly-9365 nashnova zh-tw 2026-08-12T20:10:06.587Z 美股金融板塊近三個月漲逾13%，全面跑贏標普500 https://www.nashnova.com/zh-hant/feed/special/nvidias-2020-a100-chip-contracts-extended-to-2029-reigniting-debate-over-old-gpu-9364 nashnova zh-tw 2026-08-12T19:56:09.365Z 輝達2020年A100晶片合約延至2029年，舊GPU壽命爭議再起 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-ai-computing-power-supply-constrained-power-gap-reaches-10-9363 nashnova zh-tw 2026-08-12T19:55:03.935Z 摩根士丹利：AI算力供給受限，電力缺口達10%至20% https://www.nashnova.com/zh-hant/feed/special/takaichi-sanaes-food-consumption-tax-cut-faces-strong-opposition-within-ldp-9362 nashnova zh-tw 2026-08-12T19:40:21.969Z 高市早苗食品消費稅減稅遭自民黨內部強烈反對 https://www.nashnova.com/zh-hant/feed/special/xai-launches-grok-4-6-ranking-in-top-tier-on-agentic-benchmarks-at-roughly-half-9361 nashnova zh-tw 2026-08-12T19:15:04.873Z xAI發布Grok 4.6，智能體測試躋身第一梯隊，定價約為競品一半 https://www.nashnova.com/zh-hant/feed/special/u-s-cpi-meets-expectations-gold-rises-to-two-month-high-9360 nashnova zh-tw 2026-08-12T19:05:09.455Z 美國CPI符合預期，黃金升至兩個月高位 https://www.nashnova.com/zh-hant/feed/special/japan-margin-trading-doubles-in-six-months-as-ai-stocks-drive-retail-leverage-to-9359 nashnova zh-tw 2026-08-12T18:55:13.221Z 日本融資交易半年翻倍，AI股推動散戶槓桿創紀錄 https://www.nashnova.com/zh-hant/feed/special/u-s-july-fiscal-deficit-hits-monthly-record-of-over-432-billion-fiscal-year-9358 nashnova zh-tw 2026-08-12T18:09:51.721Z 美國7月財政赤字創月度紀錄逾4320億美元，財年累計赤字超去年全年 https://www.nashnova.com/zh-hant/feed/special/u-s-10-year-treasury-auction-yield-hits-highest-since-2007-9357 nashnova zh-tw 2026-08-12T17:34:56.606Z 美國10年期國債拍賣收益率創2007年以來新高 https://www.nashnova.com/zh-hant/feed/special/usda-cuts-u-s-corn-yield-estimate-futures-surge-over-4-percent-in-a-single-day-9356 nashnova zh-tw 2026-08-12T17:25:15.042Z USDA下調美國玉米單產，期貨單日漲逾4% https://www.nashnova.com/zh-hant/feed/special/susquehanna-nvidia-gb300-shipments-to-keep-climbing-demand-holds-strong-ahead-of-9355 nashnova zh-tw 2026-08-12T16:59:40.384Z Susquehanna：輝達GB300出貨將持續攀升，Vera Rubin發布前需求不減 https://www.nashnova.com/zh-hant/feed/special/strait-of-hormuz-shipping-volume-drops-to-three-month-low-as-u-s-iran-deal-9354 nashnova zh-tw 2026-08-12T16:55:19.484Z 霍爾木茲海峽船運量降至三個月低點，美伊協議前景存疑 https://www.nashnova.com/zh-hant/feed/special/c919-completes-first-international-commercial-flight-but-lack-of-eu-and-us-9353 nashnova zh-tw 2026-08-12T16:35:32.369Z C919完成首次國際商業飛行，歐美認證缺口仍制約全球擴張 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-ai-investment-crowding-out-effect-exists-but-is-limited-9352 nashnova zh-tw 2026-08-12T16:30:46.111Z 高盛：AI投資擠出效應存在但有限 https://www.nashnova.com/zh-hant/feed/special/tesla-plans-10-1-billion-solar-factory-in-texas-9351 nashnova zh-tw 2026-08-12T16:29:53.737Z 特斯拉擬在德克薩斯州建101億美元太陽能工廠 https://www.nashnova.com/zh-hant/feed/special/burrys-warning-us-stock-low-volatility-hits-30-year-record-advises-staying-away-9350 nashnova zh-tw 2026-08-12T16:24:53.191Z 伯瑞警示：美股低波動創30年紀錄，建議遠離槓桿 https://www.nashnova.com/zh-hant/feed/special/bank-of-america-to-acquire-up-to-49-9-percent-stake-in-jio-credit-for-1-9-9349 nashnova zh-tw 2026-08-12T16:15:39.939Z 美國銀行19億美元入股Jio Credit最多49.9%股權 https://www.nashnova.com/zh-hant/feed/special/deepseek-api-adds-new-deepseek-v4-pro-0813-model-9348 nashnova zh-tw 2026-08-12T15:59:43.723Z DeepSeek API新增DeepSeek-V4-Pro-0813模型 https://www.nashnova.com/zh-hant/feed/special/blackstone-reportedly-abandons-3-billion-mortgage-fund-debt-financing-plan-9347 nashnova zh-tw 2026-08-12T15:55:05.840Z 黑石擬放棄30億美元抵押基金債務融資計劃 https://www.nashnova.com/zh-hant/feed/special/switzerland-launches-banking-regulatory-reform-consultation-ubs-capital-9346 nashnova zh-tw 2026-08-12T15:40:17.557Z 瑞士銀行監管改革諮詢啟動，UBS資本要求表決推遲 https://www.nashnova.com/zh-hant/feed/special/global-equities-show-technical-strength-as-over-80-percent-of-country-etfs-trade-9345 nashnova zh-tw 2026-08-12T15:19:34.991Z 全球股市技術面走強，逾八成國家ETF站上50日均線 https://www.nashnova.com/zh-hant/feed/special/u-s-crude-inventories-surge-by-17-4-million-barrels-in-a-single-week-wti-falls-9344 nashnova zh-tw 2026-08-12T14:50:31.011Z 美國原油庫存單週暴增1740萬桶，WTI跌破83美元 https://www.nashnova.com/zh-hant/feed/special/u-s-allocates-50-million-to-build-ai-powered-rapid-cargo-clearance-platform-in-9343 nashnova zh-tw 2026-08-12T14:35:00.240Z 美國撥款5000萬美元在巴拿馬建AI貨物快速通關平台 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-fed-should-hold-rates-steady-teflon-inflation-wont-last-9342 nashnova zh-tw 2026-08-12T14:15:09.696Z 摩根大通：美聯儲應維持利率不變，「鐵氟龍通膨」不會持續 https://www.nashnova.com/zh-hant/feed/special/applied-materials-q3-earnings-on-deck-wall-street-expects-36-7-percent-eps-9341 nashnova zh-tw 2026-08-12T14:09:36.123Z 應用材料Q3財報將出爐，華爾街預期EPS增36.7% https://www.nashnova.com/zh-hant/feed/special/ecb-inclined-to-approve-unicredits-acquisition-of-commerzbank-9340 nashnova zh-tw 2026-08-12T13:57:34.907Z 歐洲央行傾向批准裕信收購德國商業銀行 https://www.nashnova.com/zh-hant/feed/special/black-sea-tanker-freight-rates-hit-record-highs-as-kazakhstans-cpc-crude-9339 nashnova zh-tw 2026-08-12T13:56:24.169Z 黑海油輪運費創歷史紀錄，哈薩克斯坦CPC原油折價擴大 https://www.nashnova.com/zh-hant/feed/special/russias-july-crude-output-falls-nearly-1-million-barrels-per-day-below-opec-9338 nashnova zh-tw 2026-08-12T13:55:09.543Z 俄羅斯7月原油日產量低於OPEC+配額近百萬桶 https://www.nashnova.com/zh-hant/feed/special/anchorpoint-launches-hkd-stablecoin-hkdap-hashkey-completes-first-minting-9337 nashnova zh-tw 2026-08-12T13:25:22.557Z Anchorpoint港元穩定幣HKDAP啟動，HashKey完成首筆鑄造 https://www.nashnova.com/zh-hant/feed/special/akesos-ivonescimab-approved-for-third-indication-first-line-treatment-of-9336 nashnova zh-tw 2026-08-12T13:15:25.023Z 康方生物依沃西第三適應症獲批，一線治療晚期鱗狀肺癌 https://www.nashnova.com/zh-hant/feed/special/nvidia-rubin-ultra-nvl576-architecture-revealed-supply-chain-implications-emerge-9335 nashnova zh-tw 2026-08-12T12:56:25.529Z 輝達Rubin Ultra NVL576架構曝光，供應鏈影響浮現 https://www.nashnova.com/zh-hant/feed/special/hormuz-blockade-drives-em-corporate-bonds-to-outperform-u-s-peers-9334 nashnova zh-tw 2026-08-12T12:55:03.092Z 霍爾木茲封鎖推動新興市場公司債跑贏美國同類 https://www.nashnova.com/zh-hant/feed/special/opec-cuts-2025-demand-growth-forecast-again-to-580k-bpd-widening-gap-with-iea-9333 nashnova zh-tw 2026-08-12T12:49:55.829Z OPEC再度下調今年需求增長預測至58萬桶/日，與IEA判斷分歧擴大 https://www.nashnova.com/zh-hant/feed/special/burry-slams-nvidias-50b-ai-financing-a-2008-style-wall-street-trick-9332 nashnova zh-tw 2026-08-12T12:46:25.609Z 伯里抨擊輝達5000億美元AI融資：2008式華爾街把戲 https://www.nashnova.com/zh-hant/feed/special/ubs-deleveraging-in-chinas-ai-tech-stocks-nearing-end-valuations-retreating-to-9331 nashnova zh-tw 2026-08-12T12:45:01.596Z 瑞銀：中國AI科技股去槓桿近尾聲，估值回落至歷史均值附近 https://www.nashnova.com/zh-hant/feed/special/chip-stocks-surge-on-strong-earnings-as-palantir-and-other-software-names-slide-9330 nashnova zh-tw 2026-08-12T12:39:53.242Z 晶片股財報強勁，Palantir等軟體股盤前承壓 https://www.nashnova.com/zh-hant/feed/special/apple-ios-27-beta-leak-ai-features-to-be-tied-to-icloud-subscription-plans-9329 nashnova zh-tw 2026-08-12T12:31:07.802Z 蘋果iOS 27測試版曝光：AI功能將與iCloud+套餐掛鉤收費 https://www.nashnova.com/zh-hant/feed/special/saudi-arabias-july-crude-output-rebounds-by-over-1-million-bpd-still-below-pre-9328 nashnova zh-tw 2026-08-12T12:19:50.754Z 沙特7月原油產量反彈逾百萬桶/日，仍低於衝突前水平 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-acquires-etf-provider-neos-for-2-3-billion-expanding-etf-aum-to-9327 nashnova zh-tw 2026-08-12T12:05:03.149Z 高盛23億美元收購ETF提供商Neos，ETF資產規模將達1300億美元 https://www.nashnova.com/zh-hant/feed/special/coreweave-surges-over-18-percent-pre-market-super-micro-and-nvidia-rally-in-9326 nashnova zh-tw 2026-08-12T11:56:25.154Z CoreWeave盤前漲逾18%，Super Micro、輝達同步走強 https://www.nashnova.com/zh-hant/feed/special/nebius-q2-revenue-hits-582m-with-454-percent-yoy-growth-shares-up-13-percent-9325 nashnova zh-tw 2026-08-12T11:54:55.585Z Nebius Q2營收5.82億美元年增454%，盤前漲13% https://www.nashnova.com/zh-hant/feed/special/traders-cloud-provider-defaults-could-mark-the-starting-point-of-ai-bubble-burst-9324 nashnova zh-tw 2026-08-12T11:50:14.323Z 交易員：雲廠商違約或成AI泡沫破裂起點 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-funds-rotate-back-into-gold-and-copper-metals-net-longs-rise-nearly-20-9323 nashnova zh-tw 2026-08-12T11:40:53.321Z 摩根大通：資金回流黃金與銅，金屬淨多頭增近200億美元 https://www.nashnova.com/zh-hant/feed/special/hkex-becomes-the-worlds-largest-mining-ipo-fundraising-market-in-2025-9322 nashnova zh-tw 2026-08-12T11:30:24.708Z 港交所躍居2025年全球最大礦業IPO融資市場 https://www.nashnova.com/zh-hant/feed/special/ai-capex-boosts-optical-stocks-some-surge-over-70-percent-in-nine-days-9321 nashnova zh-tw 2026-08-12T11:22:53.423Z AI資本開支提振光學股，部分個股九日漲逾七成 https://www.nashnova.com/zh-hant/feed/special/ai-computing-expansion-fuels-inflation-putting-the-fed-in-a-policy-dilemma-9320 nashnova zh-tw 2026-08-12T11:21:29.620Z AI算力擴張推高通膨，聯準會決策面臨兩難 https://www.nashnova.com/zh-hant/feed/special/citadel-securities-leverage-reset-is-over-re-leveraging-may-be-ahead-9319 nashnova zh-tw 2026-08-12T11:11:10.423Z 城堡證券：槓桿重置已結束，再槓桿化或將到來 https://www.nashnova.com/zh-hant/feed/special/at-and-t-bets-on-open-source-ai-targeting-70-percent-80-percent-adoption-9318 nashnova zh-tw 2026-08-12T11:10:07.801Z AT&T押注開源AI，目標佔比提至70%-80% https://www.nashnova.com/zh-hant/feed/special/goldman-derivatives-trader-ai-trade-momentum-fading-spx-may-be-range-bound-9317 nashnova zh-tw 2026-08-12T11:05:15.377Z 高盛衍生品交易員：AI交易動能放緩，SPX或陷區間震盪 https://www.nashnova.com/zh-hant/feed/special/samsung-adopts-claude-compressing-chip-verification-from-one-month-to-two-days-9316 nashnova zh-tw 2026-08-12T10:46:45.857Z 三星引入Claude，晶片驗證從一個月壓縮至兩天 https://www.nashnova.com/zh-hant/feed/special/asian-chip-stocks-lead-gains-as-em-equity-index-rises-1-1-percent-9315 nashnova zh-tw 2026-08-12T10:45:32.869Z 亞洲晶片股領漲，新興市場股指漲1.1% https://www.nashnova.com/zh-hant/feed/special/pboc-releases-q2-2026-monetary-policy-implementation-report-9314 nashnova zh-tw 2026-08-12T10:39:59.106Z 中國央行發布2026年Q2貨幣政策執行報告 https://www.nashnova.com/zh-hant/feed/special/u-s-july-cpi-due-today-stock-futures-rise-as-september-rate-hike-odds-stand-at-9313 nashnova zh-tw 2026-08-12T10:35:38.359Z 美國7月CPI今日公布，美股期貨走高，9月加息概率五五開 https://www.nashnova.com/zh-hant/feed/special/meta-teen-social-media-lawsuit-goes-to-trial-29-states-seek-damages-potentially-9312 nashnova zh-tw 2026-08-12T10:16:26.116Z Meta青少年社群媒體訴訟開庭，29州聯合索賠或達1.4萬億美元 https://www.nashnova.com/zh-hant/feed/special/samsung-electro-mechanics-fails-glass-substrate-certification-mass-production-9311 nashnova zh-tw 2026-08-12T10:15:08.733Z 三星電機玻璃基板認證未過關，量產推遲至2028年後 https://www.nashnova.com/zh-hant/feed/special/hong-kong-clarifies-tax-incentives-will-not-extend-to-proprietary-trading-firms-9310 nashnova zh-tw 2026-08-12T10:10:48.174Z 香港明確：稅收優惠不擴至自營交易公司 https://www.nashnova.com/zh-hant/feed/special/report-over-70-percent-of-u-s-data-center-power-applications-may-never-9309 nashnova zh-tw 2026-08-12T09:56:30.664Z 報告：美國數據中心逾七成電力申請或無法落地 https://www.nashnova.com/zh-hant/feed/special/worlds-largest-non-chinese-alumina-refinery-hit-by-natural-gas-disruption-50-9308 nashnova zh-tw 2026-08-12T09:55:07.323Z 全球最大中國外氧化鋁精煉廠天然氣中斷 減產50%推鋁價創七週高 https://www.nashnova.com/zh-hant/feed/special/eli-lilly-files-six-lawsuits-over-black-market-sales-of-retatrutide-9307 nashnova zh-tw 2026-08-12T09:50:06.149Z 禮來就retatrutide黑市銷售提起六項訴訟 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https://www.nashnova.com/zh-hant/feed/special/listed-miners-sold-28-000-btc-year-to-date-adding-1-78-billion-in-selling-9301 nashnova zh-tw 2026-08-12T09:05:13.405Z 上市礦商年內拋售2.8萬枚BTC，為比特幣市場增壓17.8億美元 https://www.nashnova.com/zh-hant/feed/special/tencent-q2-revenue-beats-expectations-at-rmb-204-79-billion-net-profit-of-rmb-56-9300 nashnova zh-tw 2026-08-12T08:39:54.027Z 騰訊Q2營收2047.9億元超預期，淨利潤560.2億元低於預期 https://www.nashnova.com/zh-hant/feed/special/ukrainian-drone-strike-on-novorossiysk-halts-two-major-russian-grain-terminals-9299 nashnova zh-tw 2026-08-12T08:34:51.260Z 烏克蘭無人機襲擊新羅西斯克，俄兩大糧食碼頭停工 https://www.nashnova.com/zh-hant/feed/special/hedge-funds-ramped-up-short-bets-on-ai-stocks-in-july-as-chip-sector-suffered-9298 nashnova zh-tw 2026-08-12T08:20:12.023Z 對沖基金7月加碼做空AI股，晶片板塊單月跌幅創2008年來最大 https://www.nashnova.com/zh-hant/feed/special/amd-agentic-ai-will-drive-cpu-to-gpu-ratio-toward-1-1-9297 nashnova zh-tw 2026-08-12T08:16:33.532Z AMD：智能體AI將推動CPU與GPU比例趨近1:1 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https://www.nashnova.com/zh-hant/feed/special/tata-group-chairman-chandrasekaran-resigns-group-stocks-drop-over-4-percent-9281 nashnova zh-tw 2026-08-12T06:04:52.164Z 塔塔集團主席錢德拉塞卡蘭辭職，旗下股票跌逾4% https://www.nashnova.com/zh-hant/feed/special/bitcoin-options-bulls-bet-on-70-000-ahead-of-cpi-on-chain-eth-continues-flowing-9280 nashnova zh-tw 2026-08-12T05:40:00.455Z CPI前夕比特幣期權多頭押注70000美元，鏈上ETH持續流出交易所 https://www.nashnova.com/zh-hant/feed/special/temasek-reportedly-eyes-direct-stakes-samsung-sk-hynix-surge-over-8-percent-9279 nashnova zh-tw 2026-08-12T05:19:57.948Z 傳淡馬錫擬直接入股，三星、SK海力士漲逾8% https://www.nashnova.com/zh-hant/feed/special/memory-giants-secure-38b-in-customer-commitments-buyer-bargaining-power-may-9278 nashnova zh-tw 2026-08-12T04:48:42.342Z 儲存巨頭客戶擔保規模達380億美元，2029年買方議價權或回歸 https://www.nashnova.com/zh-hant/feed/special/foxconn-q2-earnings-call-focuses-on-ai-rack-shipments-apple-and-ev-progress-9277 nashnova zh-tw 2026-08-12T04:47:21.374Z 富士康Q2財報會聚焦AI機架出貨、蘋果與電動車進展