https://www.nashnova.com/feed/special/intel-emib-t-vs-tsmc-copos-yield-is-the-real-threshold-for-cost-advantage-7733 nashnova en 2026-07-28T08:43:05.303Z Intel EMIB-T vs. TSMC CoPoS: Yield Is the Real Threshold for Cost Advantage https://www.nashnova.com/feed/special/xiaohongshu-hong-kong-ipo-hit-by-former-employee-complaints-as-vie-structure-7732 nashnova en 2026-07-28T08:41:27.610Z Xiaohongshu Hong Kong IPO Hit by Former Employee Complaints as VIE Structure Ambiguity Faces Scrutiny https://www.nashnova.com/feed/special/goldman-sachs-ai-risks-fall-into-two-categories-only-aggregate-shocks-hurt-the-7731 nashnova en 2026-07-28T08:36:20.236Z Goldman Sachs: AI Risks Fall into Two Categories — Only Aggregate Shocks Hurt the Broad Market https://www.nashnova.com/feed/special/nvidia-bets-5-billion-on-ssi-computing-power-to-scale-10x-in-one-year-7730 nashnova en 2026-07-28T08:31:13.121Z Nvidia Bets ~$5 Billion on SSI, Computing Power to Scale 10x in One Year https://www.nashnova.com/feed/special/high-tech-manufacturing-provinces-take-the-lead-as-chinas-regional-growth-7729 nashnova en 2026-07-28T08:26:02.281Z High-Tech Manufacturing Provinces Take the Lead as China's Regional Growth Divergence Accelerates https://www.nashnova.com/feed/special/triple-pressure-looms-earnings-inflation-and-the-fed-decision-7728 nashnova en 2026-07-28T08:17:07.572Z Triple Pressure Looms: Earnings, Inflation, and the Fed Decision https://www.nashnova.com/feed/special/7-1-magnitude-earthquake-in-kyushu-japan-triggers-tsunami-warning-7727 nashnova en 2026-07-28T08:15:30.467Z 7.1-Magnitude Earthquake in Kyushu, Japan Triggers Tsunami Warning https://www.nashnova.com/feed/special/byd-to-unveil-in-august-xpeng-iron-enters-trial-production-automakers-accelerate-7726 nashnova en 2026-07-28T07:52:41.303Z BYD to Unveil in August, XPeng IRON Enters Trial Production — Automakers Accelerate Humanoid Robot Push https://www.nashnova.com/feed/special/ai-chip-trade-unwinds-as-india-it-sector-posts-record-monthly-outperformance-7725 nashnova en 2026-07-28T07:51:02.725Z AI Chip Trade Unwinds as India IT Sector Posts Record Monthly Outperformance https://www.nashnova.com/feed/special/germany-secretly-maps-chinas-supply-chain-vulnerabilities-7724 nashnova en 2026-07-28T07:45:56.178Z Germany Secretly Maps China's Supply Chain Vulnerabilities https://www.nashnova.com/feed/special/ai-spending-surges-as-big-tech-cds-spreads-hit-record-highs-7723 nashnova en 2026-07-28T07:32:24.854Z AI Spending Surges as Big Tech CDS Spreads Hit Record Highs https://www.nashnova.com/feed/special/chinas-bank-deposits-hit-record-highs-as-credit-growth-slows-7722 nashnova en 2026-07-28T07:30:49.846Z China's Bank Deposits Hit Record Highs as Credit Growth Slows https://www.nashnova.com/feed/special/nvidia-confirms-lease-of-1gw-texas-data-center-30-year-deal-valued-at-50-billion-7721 nashnova en 2026-07-28T07:11:17.587Z Nvidia Confirms Lease of 1GW Texas Data Center, 30-Year Deal Valued at $50 Billion https://www.nashnova.com/feed/special/boj-july-meeting-expected-to-hold-rates-steady-at-1-percent-7720 nashnova en 2026-07-28T06:56:02.683Z BOJ July Meeting Expected to Hold Rates Steady at 1% https://www.nashnova.com/feed/special/barclays-q2-profit-rises-31-percent-announces-interim-dividend-and-1-billion-7719 nashnova en 2026-07-28T06:42:58.031Z Barclays Q2 Profit Rises 31%, Announces Interim Dividend and £1 Billion Buyback https://www.nashnova.com/feed/special/barclays-h1-pre-tax-profit-rises-17-percent-driven-by-equity-trading-that-beats-7718 nashnova en 2026-07-28T06:41:46.300Z Barclays H1 Pre-Tax Profit Rises 17%, Driven by Equity Trading That Beats Expectations https://www.nashnova.com/feed/special/qualcomm-chip-price-hikes-put-cost-pressure-on-chinese-android-makers-7716 nashnova en 2026-07-28T06:11:10.848Z Qualcomm Chip Price Hikes Put Cost Pressure on Chinese Android Makers https://www.nashnova.com/feed/special/taiwan-5-year-government-bond-yield-rises-to-highest-since-2008-7715 nashnova en 2026-07-28T05:55:47.477Z Taiwan 5-Year Government Bond Yield Rises to Highest Since 2008 https://www.nashnova.com/feed/special/mercedes-benz-cuts-full-year-revenue-guidance-as-china-sales-plunge-30-percent-7714 nashnova en 2026-07-28T05:25:57.566Z Mercedes-Benz Cuts Full-Year Revenue Guidance as China Sales Plunge 30% in Q2 https://www.nashnova.com/feed/special/after-googles-1-billion-fine-wave-of-claims-from-european-competitors-emerges-7713 nashnova en 2026-07-28T05:15:54.545Z After Google's $1 Billion Fine, Wave of Claims from European Competitors Emerges https://www.nashnova.com/feed/special/auto-chip-demand-beats-expectations-in-2q26-clear-ev-architecture-drives-7712 nashnova en 2026-07-28T05:11:55.749Z Auto Chip Demand Beats Expectations in 2Q26, Clear EV Architecture Drives Restocking https://www.nashnova.com/feed/special/sk-hynix-to-mass-produce-lpddr6-in-h2-xiaomi-to-be-first-adopter-7711 nashnova en 2026-07-28T05:10:44.535Z SK Hynix to Mass-Produce LPDDR6 in H2, Xiaomi to Be First Adopter https://www.nashnova.com/feed/special/nvidia-taipei-employee-arrested-over-chip-smuggling-7710 nashnova en 2026-07-28T05:05:32.301Z Nvidia Taipei Employee Arrested Over Chip Smuggling https://www.nashnova.com/feed/special/ai-demand-drives-hong-kong-exports-to-strongest-growth-in-42-years-7709 nashnova en 2026-07-28T05:00:48.485Z AI Demand Drives Hong Kong Exports to Strongest Growth in 42 Years https://www.nashnova.com/feed/special/bank-of-england-may-raise-interest-rates-this-year-if-energy-prices-remain-7708 nashnova en 2026-07-28T04:45:27.114Z Bank of England May Raise Interest Rates This Year If Energy Prices Remain Elevated https://www.nashnova.com/feed/special/hk-stocks-midday-pcb-stocks-plunge-across-the-board-gigadevice-drops-over-15-7707 nashnova en 2026-07-28T04:18:52.387Z HK Stocks Midday: PCB Stocks Plunge Across the Board, GigaDevice Drops Over 15% https://www.nashnova.com/feed/special/ddr5-price-surge-bolsters-hbm4-price-hike-case-as-sk-hynix-q2-earnings-approach-7706 nashnova en 2026-07-28T04:17:32.203Z DDR5 Price Surge Bolsters HBM4 Price Hike Case as SK Hynix Q2 Earnings Approach https://www.nashnova.com/feed/special/samsung-plans-to-source-chinese-dram-to-lower-smartphone-costs-7705 nashnova en 2026-07-28T04:16:01.597Z Samsung Plans to Source Chinese DRAM to Lower Smartphone Costs https://www.nashnova.com/feed/special/asia-pacific-stock-indices-fall-into-technical-correction-chip-stocks-lead-7704 nashnova en 2026-07-28T03:56:12.515Z Asia-Pacific Stock Indices Fall Into Technical Correction, Chip Stocks Lead Decline https://www.nashnova.com/feed/special/visa-and-mastercard-report-earnings-this-week-slowing-cross-border-transactions-7703 nashnova en 2026-07-28T03:46:09.883Z Visa and Mastercard Report Earnings This Week: Slowing Cross-Border Transactions Take Center Stage https://www.nashnova.com/feed/special/u-s-iran-ceasefire-holds-oil-prices-drop-over-2-percent-7702 nashnova en 2026-07-28T03:35:46.492Z U.S.-Iran Ceasefire Holds, Oil Prices Drop Over 2% https://www.nashnova.com/feed/special/indonesias-central-bank-governor-abruptly-resigns-monetary-policy-independence-7701 nashnova en 2026-07-28T03:25:55.906Z Indonesia's Central Bank Governor Abruptly Resigns, Monetary Policy Independence in Question https://www.nashnova.com/feed/special/economist-does-sk-hynix-adr-premium-signal-a-bubble-7700 nashnova en 2026-07-28T03:20:31.199Z Economist: Does SK Hynix ADR Premium Signal a Bubble? https://www.nashnova.com/feed/special/kospi-becomes-a-semiconductor-proxy-diversification-benefits-between-u-s-and-7699 nashnova en 2026-07-28T03:16:07.071Z KOSPI Becomes a Semiconductor Proxy: Diversification Benefits Between U.S. and Korean Tech Stocks Vanish https://www.nashnova.com/feed/special/nvidia-reshapes-asias-ai-supply-chain-landscape-7698 nashnova en 2026-07-28T03:11:12.055Z Nvidia Reshapes Asia's AI Supply Chain Landscape https://www.nashnova.com/feed/special/u-s-launches-surprise-inspections-on-chinese-factories-in-vietnam-new-tariff-7697 nashnova en 2026-07-28T02:41:01.841Z U.S. Launches Surprise Inspections on Chinese Factories in Vietnam, New Tariff Risks Escalate https://www.nashnova.com/feed/special/innolights-hong-kong-ipo-priced-at-hk-980-raising-hk-53-4-billion-7696 nashnova en 2026-07-28T02:21:05.984Z Innolight's Hong Kong IPO Priced at HK$980, Raising HK$53.4 Billion https://www.nashnova.com/feed/special/chip-equipment-lead-times-approach-one-year-as-samsung-and-sk-hynix-rush-to-7695 nashnova en 2026-07-28T02:11:02.728Z Chip Equipment Lead Times Approach One Year as Samsung and SK Hynix Rush to Place Orders https://www.nashnova.com/feed/special/goldman-sachs-chinese-ai-developers-may-shift-to-paid-weight-commercial-7694 nashnova en 2026-07-28T02:10:40.667Z Goldman Sachs: Chinese AI Developers May Shift to Paid Weight Commercial Licensing https://www.nashnova.com/feed/special/morgan-stanley-ai-computing-demand-overwhelms-supply-long-term-pullbacks-are-7693 nashnova en 2026-07-28T01:55:48.900Z Morgan Stanley: AI Computing Demand Overwhelms Supply Long-Term, Pullbacks Are Buying Opportunities https://www.nashnova.com/feed/special/south-korea-plans-to-cap-retail-investors-leveraged-etf-exposure-7692 nashnova en 2026-07-28T01:50:40.868Z South Korea Plans to Cap Retail Investors' Leveraged ETF Exposure https://www.nashnova.com/feed/special/chinas-a-share-three-major-indices-open-lower-chinext-drops-over-3-percent-7691 nashnova en 2026-07-28T01:35:17.523Z China's A-Share Three Major Indices Open Lower, ChiNext Drops Over 3% https://www.nashnova.com/feed/special/japan-stock-positioning-hits-all-time-highs-as-ai-narrative-becomes-top-tail-7690 nashnova en 2026-07-28T01:11:41.819Z Japan Stock Positioning Hits All-Time Highs as AI Narrative Becomes Top Tail Risk https://www.nashnova.com/feed/special/cicc-a-share-pessimistic-expectations-already-priced-in-five-key-sector-7689 nashnova en 2026-07-28T00:56:42.286Z CICC: A-Share Pessimistic Expectations Already Priced In, Five Key Sector Allocation Opportunities https://www.nashnova.com/feed/special/japanese-government-bonds-decline-as-funding-sources-for-consumption-tax-cut-7688 nashnova en 2026-07-28T00:55:32.391Z Japanese Government Bonds Decline as Funding Sources for Consumption Tax Cut Plan Remain Uncertain https://www.nashnova.com/feed/special/anthropic-explores-custom-chips-engages-sk-hynix-and-samsung-7687 nashnova en 2026-07-28T00:12:01.274Z Anthropic Explores Custom Chips, Engages SK Hynix and Samsung https://www.nashnova.com/feed/special/apple-and-micron-clash-over-cxmt-forcing-the-white-house-to-pick-a-side-7686 nashnova en 2026-07-28T00:11:34.756Z Apple and Micron Clash Over CXMT, Forcing the White House to Pick a Side https://www.nashnova.com/feed/special/johnson-and-johnson-settles-talc-cancer-lawsuits-for-up-to-5-5-billion-7685 nashnova en 2026-07-28T00:10:32.384Z Johnson & Johnson Settles Talc Cancer Lawsuits for Up to $5.5 Billion https://www.nashnova.com/feed/special/cicc-global-economic-imbalances-near-20-year-high-ai-is-the-core-driver-7684 nashnova en 2026-07-28T00:06:26.158Z CICC: Global Economic Imbalances Near 20-Year High, AI Is the Core Driver https://www.nashnova.com/feed/special/south-koreas-kospi-opens-over-5-percent-lower-7683 nashnova en 2026-07-28T00:05:23.495Z South Korea's KOSPI Opens Over 5% Lower https://www.nashnova.com/feed/special/chinas-june-gold-imports-rise-to-173-tonnes-hitting-highest-level-since-march-7682 nashnova en 2026-07-28T00:00:29.116Z China's June Gold Imports Rise to 173 Tonnes, Hitting Highest Level Since March 2024 https://www.nashnova.com/feed/special/u-s-trade-representative-new-tariffs-wont-disrupt-the-economy-7681 nashnova en 2026-07-27T23:50:46.689Z U.S. Trade Representative: New Tariffs Won't Disrupt the Economy https://www.nashnova.com/feed/special/anthropic-ceo-never-advocated-banning-open-weight-ai-7680 nashnova en 2026-07-27T22:55:54.484Z Anthropic CEO: Never Advocated Banning Open-Weight AI https://www.nashnova.com/feed/special/rate-hike-probability-rises-to-35-percent-as-hedge-fund-u-s-equity-exposure-hits-7679 nashnova en 2026-07-27T22:25:48.445Z Rate Hike Probability Rises to 35% as Hedge Fund U.S. Equity Exposure Hits Five-Year Peak https://www.nashnova.com/feed/special/citadel-securities-predicts-surprise-fed-rate-hike-this-week-7678 nashnova en 2026-07-27T22:05:47.231Z Citadel Securities Predicts Surprise Fed Rate Hike This Week https://www.nashnova.com/feed/special/tennessee-sues-meta-for-ignoring-research-on-harm-to-teens-7677 nashnova en 2026-07-27T21:55:52.492Z Tennessee Sues Meta for Ignoring Research on Harm to Teens https://www.nashnova.com/feed/special/deutsche-bank-japan-may-be-at-an-economic-transformation-inflection-point-7676 nashnova en 2026-07-27T21:30:49.016Z Deutsche Bank: Japan May Be at an Economic Transformation Inflection Point https://www.nashnova.com/feed/special/byd-flash-charge-backlog-exceeds-255-000-units-capacity-bottleneck-may-extend-to-7675 nashnova en 2026-07-27T21:16:47.924Z BYD Flash Charge Backlog Exceeds 255,000 Units, Capacity Bottleneck May Extend to 2027 https://www.nashnova.com/feed/special/blackrocks-12-3-billion-ai-bond-gains-strength-in-secondary-market-7674 nashnova en 2026-07-27T21:16:11.031Z BlackRock's $12.3 Billion AI Bond Gains Strength in Secondary Market https://www.nashnova.com/feed/special/celestica-q2-revenue-of-4-7b-beats-expectations-full-year-guidance-raised-to-20-7673 nashnova en 2026-07-27T20:50:38.925Z Celestica Q2 Revenue of $4.7B Beats Expectations, Full-Year Guidance Raised to $20.5B https://www.nashnova.com/feed/special/shenwan-hongyuan-ai-contributes-nearly-2-3-percentage-points-to-ppi-double-peak-7672 nashnova en 2026-07-27T20:46:34.191Z Shenwan Hongyuan: AI Contributes Nearly 2.3 Percentage Points to PPI, Double-Peak Pattern Likely for the Full Year https://www.nashnova.com/feed/special/largest-u-s-power-grid-operator-plans-emergency-capacity-auction-costs-to-be-7671 nashnova en 2026-07-27T20:41:23.355Z Largest U.S. Power Grid Operator Plans Emergency Capacity Auction, Costs to Be Passed On to Data Centers https://www.nashnova.com/feed/special/small-businesses-sue-twice-to-block-section-301-tariffs-7670 nashnova en 2026-07-27T20:26:25.957Z Small Businesses Sue Twice to Block Section 301 Tariffs https://www.nashnova.com/feed/special/sk-hynix-u-s-adr-falls-below-ipo-price-7669 nashnova en 2026-07-27T20:25:55.807Z SK Hynix U.S. ADR Falls Below IPO Price https://www.nashnova.com/feed/special/trump-administrations-ai-regulatory-framework-nears-finalization-open-source-7668 nashnova en 2026-07-27T20:21:27.305Z Trump Administration's AI Regulatory Framework Nears Finalization; Open-Source Model Definition Remains Contentious https://www.nashnova.com/feed/special/cadence-q2-earnings-beat-expectations-full-year-guidance-raised-7667 nashnova en 2026-07-27T20:15:31.193Z Cadence Q2 Earnings Beat Expectations, Full-Year Guidance Raised https://www.nashnova.com/feed/special/ukraine-russia-black-sea-strikes-escalate-wheat-futures-hit-two-year-high-7666 nashnova en 2026-07-27T20:11:06.642Z Ukraine-Russia Black Sea Strikes Escalate, Wheat Futures Hit Two-Year High https://www.nashnova.com/feed/special/bitcoin-holds-above-65k-as-fed-decision-becomes-key-variable-7665 nashnova en 2026-07-27T20:01:04.955Z Bitcoin Holds Above $65K as Fed Decision Becomes Key Variable https://www.nashnova.com/feed/special/strong-u-s-2-year-auction-contrasts-with-5-year-hitting-worst-in-nearly-5-years-7664 nashnova en 2026-07-27T19:26:16.810Z Strong U.S. 2-Year Auction Contrasts with 5-Year Hitting Worst in Nearly 5 Years https://www.nashnova.com/feed/special/tech-earnings-season-stocks-fall-despite-beating-expectations-7663 nashnova en 2026-07-27T19:16:17.518Z Tech Earnings Season: Stocks Fall Despite Beating Expectations https://www.nashnova.com/feed/special/kalshi-prediction-market-warsh-may-mention-oil-and-shock-this-week-7662 nashnova en 2026-07-27T19:07:24.265Z Kalshi Prediction Market: Warsh May Mention "Oil" and "Shock" This Week https://www.nashnova.com/feed/special/macquarie-us-iran-deal-could-lead-to-significant-crude-oil-market-surplus-7661 nashnova en 2026-07-27T18:56:10.363Z Macquarie: US-Iran Deal Could Lead to Significant Crude Oil Market Surplus https://www.nashnova.com/feed/special/dispersion-unwind-begins-mag7-earnings-week-with-dealer-gamma-pointing-to-upside-7660 nashnova en 2026-07-27T18:31:19.636Z Dispersion Unwind Begins: Mag7 Earnings Week with Dealer Gamma Pointing to Upside Squeeze Risk https://www.nashnova.com/feed/special/nvidia-vera-rubin-servers-easier-to-install-than-previous-generation-7659 nashnova en 2026-07-27T18:26:03.496Z NVIDIA Vera Rubin Servers Easier to Install Than Previous Generation https://www.nashnova.com/feed/special/hsbc-estimates-spacex-lock-up-period-first-batch-of-912m-shares-to-unlock-on-7658 nashnova en 2026-07-27T18:15:42.324Z HSBC Estimates SpaceX Lock-Up Period: First Batch of 912M Shares to Unlock on August 6 https://www.nashnova.com/feed/special/perpetual-futures-enter-regulated-u-s-markets-as-wall-street-giants-watch-from-7657 nashnova en 2026-07-27T18:06:23.165Z Perpetual Futures Enter Regulated U.S. Markets as Wall Street Giants Watch from the Sidelines 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https://www.nashnova.com/feed/special/ares-management-reportedly-in-talks-to-acquire-pe-giant-leonard-green-7652 nashnova en 2026-07-27T17:45:27.727Z Ares Management Reportedly in Talks to Acquire PE Giant Leonard Green https://www.nashnova.com/feed/special/options-imply-double-digit-swing-for-sk-hynix-ahead-of-earnings-7651 nashnova en 2026-07-27T17:35:52.031Z Options Imply Double-Digit Swing for SK Hynix Ahead of Earnings https://www.nashnova.com/feed/special/trump-publicly-demands-fed-rate-cuts-7650 nashnova en 2026-07-27T17:05:31.354Z Trump Publicly Demands Fed Rate Cuts https://www.nashnova.com/feed/special/iran-and-oman-negotiate-to-reopen-hormuz-strait-shipping-7649 nashnova en 2026-07-27T16:55:46.533Z Iran and Oman Negotiate to Reopen Hormuz Strait Shipping https://www.nashnova.com/feed/special/goldman-sachs-rising-real-rates-are-tightening-financial-conditions-7648 nashnova en 2026-07-27T16:15:55.380Z Goldman Sachs: Rising Real Rates Are Tightening Financial Conditions 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Acquisition Deal https://www.nashnova.com/feed/special/oppenheimer-palantir-q2-to-beat-expectations-with-raised-full-year-guidance-7644 nashnova en 2026-07-27T16:05:16.692Z Oppenheimer: Palantir Q2 to Beat Expectations with Raised Full-Year Guidance https://www.nashnova.com/feed/special/moonshot-ai-open-sources-kimi-k3-weights-and-key-training-techniques-7643 nashnova en 2026-07-27T15:45:29.493Z Moonshot AI Open-Sources Kimi K3 Weights and Key Training Techniques https://www.nashnova.com/feed/special/cme-launches-55-u-s-single-stock-futures-including-spacex-and-micron-7642 nashnova en 2026-07-27T15:41:03.092Z CME Launches 55 U.S. Single-Stock Futures Including SpaceX and Micron https://www.nashnova.com/feed/special/ai-investment-boom-drives-u-s-economic-growth-as-inflation-risks-emerge-7641 nashnova en 2026-07-27T15:36:21.435Z AI Investment Boom Drives U.S. Economic Growth as Inflation Risks Emerge 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https://www.nashnova.com/zh/feed/special/barclays-h1-pre-tax-profit-rises-17-percent-driven-by-equity-trading-that-beats-7718 nashnova zh-cn 2026-07-28T06:41:46.300Z 巴克莱上半年税前利润升17%，股票交易驱动超预期 https://www.nashnova.com/zh/feed/special/qualcomm-chip-price-hikes-put-cost-pressure-on-chinese-android-makers-7716 nashnova zh-cn 2026-07-28T06:11:10.848Z 高通芯片涨价，中国安卓厂商成本承压 https://www.nashnova.com/zh/feed/special/taiwan-5-year-government-bond-yield-rises-to-highest-since-2008-7715 nashnova zh-cn 2026-07-28T05:55:47.477Z 台湾五年期国债收益率升至2008年来最高 https://www.nashnova.com/zh/feed/special/mercedes-benz-cuts-full-year-revenue-guidance-as-china-sales-plunge-30-percent-7714 nashnova zh-cn 2026-07-28T05:25:57.566Z 奔驰下调全年营收指引，中国销量二季度骤降30% https://www.nashnova.com/zh/feed/special/after-googles-1-billion-fine-wave-of-claims-from-european-competitors-emerges-7713 nashnova zh-cn 2026-07-28T05:15:54.545Z 谷歌遭10亿美元罚款后，欧洲竞争对手索赔潮涌现 https://www.nashnova.com/zh/feed/special/auto-chip-demand-beats-expectations-in-2q26-clear-ev-architecture-drives-7712 nashnova zh-cn 2026-07-28T05:11:55.749Z 汽车芯片需求2Q26超预期，EV架构明朗驱动补库 https://www.nashnova.com/zh/feed/special/sk-hynix-to-mass-produce-lpddr6-in-h2-xiaomi-to-be-first-adopter-7711 nashnova zh-cn 2026-07-28T05:10:44.535Z SK海力士LPDDR6下半年量产，小米首发 https://www.nashnova.com/zh/feed/special/nvidia-taipei-employee-arrested-over-chip-smuggling-7710 nashnova zh-cn 2026-07-28T05:05:32.301Z 英伟达台北员工因芯片走私被捕 https://www.nashnova.com/zh/feed/special/ai-demand-drives-hong-kong-exports-to-strongest-growth-in-42-years-7709 nashnova zh-cn 2026-07-28T05:00:48.485Z AI需求驱动香港出口创42年最强增速 https://www.nashnova.com/zh/feed/special/bank-of-england-may-raise-interest-rates-this-year-if-energy-prices-remain-7708 nashnova zh-cn 2026-07-28T04:45:27.114Z 能源价格若持续高企，英格兰银行或于今年加息 https://www.nashnova.com/zh/feed/special/hk-stocks-midday-pcb-stocks-plunge-across-the-board-gigadevice-drops-over-15-7707 nashnova zh-cn 2026-07-28T04:18:52.387Z 港股午盘：PCB概念全线重挫，兆易创新跌超15% https://www.nashnova.com/zh/feed/special/ddr5-price-surge-bolsters-hbm4-price-hike-case-as-sk-hynix-q2-earnings-approach-7706 nashnova zh-cn 2026-07-28T04:17:32.203Z DDR5涨价反推HBM4提价，SK海力士二季报在即 https://www.nashnova.com/zh/feed/special/samsung-plans-to-source-chinese-dram-to-lower-smartphone-costs-7705 nashnova zh-cn 2026-07-28T04:16:01.597Z 三星拟采购中国DRAM降低手机成本 https://www.nashnova.com/zh/feed/special/asia-pacific-stock-indices-fall-into-technical-correction-chip-stocks-lead-7704 nashnova zh-cn 2026-07-28T03:56:12.515Z 亚太股指跌入技术性调整，芯片股领跌 https://www.nashnova.com/zh/feed/special/visa-and-mastercard-report-earnings-this-week-slowing-cross-border-transactions-7703 nashnova zh-cn 2026-07-28T03:46:09.883Z Visa、万事达本周财报：跨境交易放缓成核心看点 https://www.nashnova.com/zh/feed/special/u-s-iran-ceasefire-holds-oil-prices-drop-over-2-percent-7702 nashnova zh-cn 2026-07-28T03:35:46.492Z 美伊停火持续，油价跌逾2% https://www.nashnova.com/zh/feed/special/indonesias-central-bank-governor-abruptly-resigns-monetary-policy-independence-7701 nashnova zh-cn 2026-07-28T03:25:55.906Z 印尼央行行长突然辞职，货币政策独立性存疑 https://www.nashnova.com/zh/feed/special/economist-does-sk-hynix-adr-premium-signal-a-bubble-7700 nashnova zh-cn 2026-07-28T03:20:31.199Z 经济学家：SK海力士ADR溢价是否预示泡沫 https://www.nashnova.com/zh/feed/special/kospi-becomes-a-semiconductor-proxy-diversification-benefits-between-u-s-and-7699 nashnova zh-cn 2026-07-28T03:16:07.071Z KOSPI半导体化，美韩科技股分散红利消失 https://www.nashnova.com/zh/feed/special/nvidia-reshapes-asias-ai-supply-chain-landscape-7698 nashnova zh-cn 2026-07-28T03:11:12.055Z 英伟达重构亚洲AI供应链布局 https://www.nashnova.com/zh/feed/special/u-s-launches-surprise-inspections-on-chinese-factories-in-vietnam-new-tariff-7697 nashnova zh-cn 2026-07-28T02:41:01.841Z 美国突击检查越南中国工厂，新关税风险升温 https://www.nashnova.com/zh/feed/special/innolights-hong-kong-ipo-priced-at-hk-980-raising-hk-53-4-billion-7696 nashnova zh-cn 2026-07-28T02:21:05.984Z 中际旭创港股IPO定价980港元，募资534亿港元 https://www.nashnova.com/zh/feed/special/chip-equipment-lead-times-approach-one-year-as-samsung-and-sk-hynix-rush-to-7695 nashnova zh-cn 2026-07-28T02:11:02.728Z 芯片设备交货期逼近一年，三星SK海力士提前下单 https://www.nashnova.com/zh/feed/special/goldman-sachs-chinese-ai-developers-may-shift-to-paid-weight-commercial-7694 nashnova zh-cn 2026-07-28T02:10:40.667Z 高盛：中国AI开发者或转向付费权重商业授权 https://www.nashnova.com/zh/feed/special/morgan-stanley-ai-computing-demand-overwhelms-supply-long-term-pullbacks-are-7693 nashnova zh-cn 2026-07-28T01:55:48.900Z 大摩：AI算力需求长期压倒供应，回调是买入机会 https://www.nashnova.com/zh/feed/special/south-korea-plans-to-cap-retail-investors-leveraged-etf-exposure-7692 nashnova zh-cn 2026-07-28T01:50:40.868Z 韩国拟限制散户杠杆ETF投资额度 https://www.nashnova.com/zh/feed/special/chinas-a-share-three-major-indices-open-lower-chinext-drops-over-3-percent-7691 nashnova zh-cn 2026-07-28T01:35:17.523Z A股三大指数低开，创业板跌逾3% https://www.nashnova.com/zh/feed/special/japan-stock-positioning-hits-all-time-highs-as-ai-narrative-becomes-top-tail-7690 nashnova zh-cn 2026-07-28T01:11:41.819Z 日股仓位创历史高位，AI叙事成最大尾部风险 https://www.nashnova.com/zh/feed/special/cicc-a-share-pessimistic-expectations-already-priced-in-five-key-sector-7689 nashnova zh-cn 2026-07-28T00:56:42.286Z 中金：A股悲观预期已释放，五大板块配置机会梳理 https://www.nashnova.com/zh/feed/special/japanese-government-bonds-decline-as-funding-sources-for-consumption-tax-cut-7688 nashnova zh-cn 2026-07-28T00:55:32.391Z 日本国债下跌，消费税削减计划资金来源存疑 https://www.nashnova.com/zh/feed/special/anthropic-explores-custom-chips-engages-sk-hynix-and-samsung-7687 nashnova zh-cn 2026-07-28T00:12:01.274Z Anthropic寻求自研芯片，接触SK海力士与三星 https://www.nashnova.com/zh/feed/special/apple-and-micron-clash-over-cxmt-forcing-the-white-house-to-pick-a-side-7686 nashnova zh-cn 2026-07-28T00:11:34.756Z 苹果与美光就长鑫存储博弈，白宫被迫选边 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Anthropic CEO：从未主张禁止开放权重AI https://www.nashnova.com/zh/feed/special/rate-hike-probability-rises-to-35-percent-as-hedge-fund-u-s-equity-exposure-hits-7679 nashnova zh-cn 2026-07-27T22:25:48.445Z 加息概率升至35%，对冲基金美股敞口触五年峰值 https://www.nashnova.com/zh/feed/special/citadel-securities-predicts-surprise-fed-rate-hike-this-week-7678 nashnova zh-cn 2026-07-27T22:05:47.231Z Citadel Securities预测美联储本周意外加息 https://www.nashnova.com/zh/feed/special/tennessee-sues-meta-for-ignoring-research-on-harm-to-teens-7677 nashnova zh-cn 2026-07-27T21:55:52.492Z 田纳西州起诉Meta忽视青少年伤害研究 https://www.nashnova.com/zh/feed/special/deutsche-bank-japan-may-be-at-an-economic-transformation-inflection-point-7676 nashnova zh-cn 2026-07-27T21:30:49.016Z 德意志银行：日本或站在经济转型拐点 https://www.nashnova.com/zh/feed/special/byd-flash-charge-backlog-exceeds-255-000-units-capacity-bottleneck-may-extend-to-7675 nashnova zh-cn 2026-07-27T21:16:47.924Z 比亚迪闪充积压订单超25.5万台，产能瓶颈或延至2027年 https://www.nashnova.com/zh/feed/special/blackrocks-12-3-billion-ai-bond-gains-strength-in-secondary-market-7674 nashnova zh-cn 2026-07-27T21:16:11.031Z 贝莱德123亿美元AI债券二级市场走强 https://www.nashnova.com/zh/feed/special/celestica-q2-revenue-of-4-7b-beats-expectations-full-year-guidance-raised-to-20-7673 nashnova zh-cn 2026-07-27T20:50:38.925Z Celestica Q2营收47亿美元超预期，上调全年指引至205亿 https://www.nashnova.com/zh/feed/special/shenwan-hongyuan-ai-contributes-nearly-2-3-percentage-points-to-ppi-double-peak-7672 nashnova zh-cn 2026-07-27T20:46:34.191Z 申万宏源：AI贡献PPI近2.3个百分点，全年或现双顶 https://www.nashnova.com/zh/feed/special/largest-u-s-power-grid-operator-plans-emergency-capacity-auction-costs-to-be-7671 nashnova zh-cn 2026-07-27T20:41:23.355Z 美国最大电网拟紧急拍卖电力，费用转嫁数据中心 https://www.nashnova.com/zh/feed/special/small-businesses-sue-twice-to-block-section-301-tariffs-7670 nashnova zh-cn 2026-07-27T20:26:25.957Z 小企业两度起诉阻击第301条关税 https://www.nashnova.com/zh/feed/special/sk-hynix-u-s-adr-falls-below-ipo-price-7669 nashnova zh-cn 2026-07-27T20:25:55.807Z SK海力士美股存托凭证跌破IPO发行价 https://www.nashnova.com/zh/feed/special/trump-administrations-ai-regulatory-framework-nears-finalization-open-source-7668 nashnova zh-cn 2026-07-27T20:21:27.305Z 特朗普政府AI监管框架临近落地，开源模型定义存争议 https://www.nashnova.com/zh/feed/special/cadence-q2-earnings-beat-expectations-full-year-guidance-raised-7667 nashnova zh-cn 2026-07-27T20:15:31.193Z Cadence Q2盈利超预期，全年指引上调 https://www.nashnova.com/zh/feed/special/ukraine-russia-black-sea-strikes-escalate-wheat-futures-hit-two-year-high-7666 nashnova zh-cn 2026-07-27T20:11:06.642Z 乌俄黑海互袭，小麦期货创两年新高 https://www.nashnova.com/zh/feed/special/bitcoin-holds-above-65k-as-fed-decision-becomes-key-variable-7665 nashnova zh-cn 2026-07-27T20:01:04.955Z 比特币守稳6.5万美元，美联储决议成关键变量 https://www.nashnova.com/zh/feed/special/strong-u-s-2-year-auction-contrasts-with-5-year-hitting-worst-in-nearly-5-years-7664 nashnova zh-cn 2026-07-27T19:26:16.810Z 美国2年期拍卖强劲，5年期创近5年最差 https://www.nashnova.com/zh/feed/special/tech-earnings-season-stocks-fall-despite-beating-expectations-7663 nashnova zh-cn 2026-07-27T19:16:17.518Z 科技股财报季：业绩超预期反遭下跌 https://www.nashnova.com/zh/feed/special/kalshi-prediction-market-warsh-may-mention-oil-and-shock-this-week-7662 nashnova zh-cn 2026-07-27T19:07:24.265Z Kalshi预测市场：沃什本周或提及"石油"与"冲击" https://www.nashnova.com/zh/feed/special/macquarie-us-iran-deal-could-lead-to-significant-crude-oil-market-surplus-7661 nashnova zh-cn 2026-07-27T18:56:10.363Z 麦格理：美伊协议或致原油市场显著过剩 https://www.nashnova.com/zh/feed/special/dispersion-unwind-begins-mag7-earnings-week-with-dealer-gamma-pointing-to-upside-7660 nashnova zh-cn 2026-07-27T18:31:19.636Z 分散度平仓启动，Mag7财报周Dealer Gamma指向上行挤压风险 https://www.nashnova.com/zh/feed/special/nvidia-vera-rubin-servers-easier-to-install-than-previous-generation-7659 nashnova zh-cn 2026-07-27T18:26:03.496Z 英伟达Vera Rubin服务器安装难度低于前代 https://www.nashnova.com/zh/feed/special/hsbc-estimates-spacex-lock-up-period-first-batch-of-912m-shares-to-unlock-on-7658 nashnova zh-cn 2026-07-27T18:15:42.324Z 汇丰测算SpaceX锁定期：8月6日首批9.12亿股解禁 https://www.nashnova.com/zh/feed/special/perpetual-futures-enter-regulated-u-s-markets-as-wall-street-giants-watch-from-7657 nashnova zh-cn 2026-07-27T18:06:23.165Z 永续期货进入美国受监管市场，华尔街大行观望 https://www.nashnova.com/zh/feed/special/chip-stocks-plunge-as-software-stocks-rebound-deepening-divergence-within-u-s-7656 nashnova zh-cn 2026-07-27T18:01:04.109Z 芯片股重挫软件股反弹，美股内部分化加剧 https://www.nashnova.com/zh/feed/special/jpmorgan-internal-indicator-triggers-buy-signal-bullish-on-u-s-stocks-7655 nashnova zh-cn 2026-07-27T17:50:56.007Z 摩根大通内部指标发出买入信号，看涨美股 https://www.nashnova.com/zh/feed/special/microsoft-releases-first-cybersecurity-ai-model-and-agent-security-system-7654 nashnova zh-cn 2026-07-27T17:50:36.922Z 微软发布首个网络安全AI模型及智能体安全系统 https://www.nashnova.com/zh/feed/special/nvidia-plans-to-provide-up-to-250-billion-in-financing-backing-for-openais-ohio-7653 nashnova zh-cn 2026-07-27T17:46:00.693Z 英伟达拟为OpenAI俄亥俄数据中心提供2500亿美元融资背书 https://www.nashnova.com/zh/feed/special/ares-management-reportedly-in-talks-to-acquire-pe-giant-leonard-green-7652 nashnova zh-cn 2026-07-27T17:45:27.727Z 传Ares Management洽购私募巨头Leonard Green https://www.nashnova.com/zh/feed/special/options-imply-double-digit-swing-for-sk-hynix-ahead-of-earnings-7651 nashnova zh-cn 2026-07-27T17:35:52.031Z SK海力士财报前期权隐含双位数波动 https://www.nashnova.com/zh/feed/special/trump-publicly-demands-fed-rate-cuts-7650 nashnova zh-cn 2026-07-27T17:05:31.354Z 特朗普公开要求美联储降息 https://www.nashnova.com/zh/feed/special/iran-and-oman-negotiate-to-reopen-hormuz-strait-shipping-7649 nashnova zh-cn 2026-07-27T16:55:46.533Z 伊朗与阿曼谈判重启霍尔木兹航运 https://www.nashnova.com/zh/feed/special/goldman-sachs-rising-real-rates-are-tightening-financial-conditions-7648 nashnova zh-cn 2026-07-27T16:15:55.380Z 高盛：实际利率上行正收紧金融条件 https://www.nashnova.com/zh/feed/special/rising-demand-for-hedging-rate-shocks-in-bond-markets-as-fed-policy-path-remains-7647 nashnova zh-cn 2026-07-27T16:07:12.627Z 债券市场对冲利率冲击需求升温，美联储政策路径存疑 https://www.nashnova.com/zh/feed/special/google-ai-search-coverage-nearly-triples-in-one-year-7646 nashnova zh-cn 2026-07-27T16:06:20.787Z 谷歌AI搜索覆盖率一年翻近三倍 https://www.nashnova.com/zh/feed/special/paramount-ceo-expresses-high-confidence-in-warner-bros-acquisition-deal-7645 nashnova zh-cn 2026-07-27T16:05:45.989Z 派拉蒙CEO：对收购华纳兄弟交易"高度有信心" https://www.nashnova.com/zh/feed/special/oppenheimer-palantir-q2-to-beat-expectations-with-raised-full-year-guidance-7644 nashnova zh-cn 2026-07-27T16:05:16.692Z 奥本海默：Palantir Q2将超预期并上调全年指引 https://www.nashnova.com/zh/feed/special/moonshot-ai-open-sources-kimi-k3-weights-and-key-training-techniques-7643 nashnova zh-cn 2026-07-27T15:45:29.493Z 月之暗面开放Kimi K3权重及关键训练技术 https://www.nashnova.com/zh/feed/special/cme-launches-55-u-s-single-stock-futures-including-spacex-and-micron-7642 nashnova zh-cn 2026-07-27T15:41:03.092Z CME推出55只美股单股期货，含SpaceX和美光 https://www.nashnova.com/zh/feed/special/ai-investment-boom-drives-u-s-economic-growth-as-inflation-risks-emerge-7641 nashnova zh-cn 2026-07-27T15:36:21.435Z AI投资热潮推动美国经济增长，通胀风险浮现 https://www.nashnova.com/zh/feed/special/apple-overtakes-nvidia-in-market-cap-approaching-5-trillion-7640 nashnova zh-cn 2026-07-27T15:30:34.232Z 苹果市值反超英伟达，逼近5万亿美元 https://www.nashnova.com/zh/feed/special/bridgewater-cio-government-intervention-in-ai-may-disrupt-capital-expenditure-7639 nashnova zh-cn 2026-07-27T14:55:53.975Z 桥水CIO：政府介入AI或扰乱资本支出周期 https://www.nashnova.com/zh/feed/special/nand-prices-decline-cyclical-risk-reassessment-for-memory-stocks-7638 nashnova zh-cn 2026-07-27T14:55:48.267Z NAND价格下滑，存储股周期风险重估 https://www.nashnova.com/zh/feed/special/crypto-related-stocks-rally-on-monday-strategy-surges-nearly-7-percent-7637 nashnova zh-cn 2026-07-27T14:20:35.819Z 加密概念股周一走强，Strategy涨近7% https://www.nashnova.com/zh/feed/special/high-yield-bonds-fall-for-three-consecutive-months-bond-market-sends-warning-to-7636 nashnova zh-cn 2026-07-27T13:50:38.601Z 高收益债连跌三月，债市向股市发出警告 https://www.nashnova.com/zh/feed/special/china-central-depository-and-clearing-announces-five-fee-reduction-measures-7635 nashnova zh-cn 2026-07-27T13:49:40.840Z 中央国债登记结算公司宣布五项降费措施 https://www.nashnova.com/zh/feed/special/nvidia-credit-default-swap-costs-post-record-single-day-surge-7634 nashnova zh-cn 2026-07-27T13:48:40.121Z 英伟达信用违约互换成本创纪录单日涨幅 https://www.nashnova.com/zh/feed/special/u-s-treasury-yields-edge-lower-fed-rate-hike-probability-around-30-percent-7633 nashnova zh-cn 2026-07-27T13:40:00.131Z 美债收益率小幅回落，美联储加息概率约三成 https://www.nashnova.com/zh/feed/special/8-10-7632 nashnova zh-cn 2026-07-27T13:38:44.715Z 美银：8至10月历史上是美股最弱季节 https://www.nashnova.com/zh/feed/special/7631 nashnova zh-cn 2026-07-27T13:33:44.697Z 对冲基金做多美国医疗股仓位近五年高位 https://www.nashnova.com/zh/feed/special/7630 nashnova zh-cn 2026-07-27T13:30:29.793Z 伯克希尔阿贝尔完成首笔收购，布局住宅建筑 https://www.nashnova.com/zh/feed/special/7629 nashnova zh-cn 2026-07-27T13:29:09.473Z 高盛交易台：政策反身性压制油价风险，超大规模云厂商债务隐患更值关注 https://www.nashnova.com/zh/feed/special/leo-5000-7628 nashnova zh-cn 2026-07-27T13:18:22.934Z 亚马逊Leo拟建逾5000颗卫星星座提供直连手机服务 https://www.nashnova.com/zh/feed/special/ai-7627 nashnova zh-cn 2026-07-27T13:15:35.350Z 摩根士丹利：AI盈利兑现期开启，筛选传统行业受益股 https://www.nashnova.com/zh/feed/special/ilya-sutskever-ssi-7626 nashnova zh-cn 2026-07-27T13:14:11.829Z 英伟达投资Ilya Sutskever旗下SSI，算力扩大数量级 https://www.nashnova.com/zh/feed/special/duv-7625 nashnova zh-cn 2026-07-27T13:09:08.025Z 中国国产DUV光刻机启动量产，今年目标交付五台 https://www.nashnova.com/zh/feed/special/bitmine-eth-578-4-8-percent-7624 nashnova zh-cn 2026-07-27T13:04:02.277Z Bitmine持仓ETH达578万枚，占流通量4.8% https://www.nashnova.com/zh/feed/special/abqaiq-7623 nashnova zh-cn 2026-07-27T12:50:08.557Z 沙特阿美Abqaiq设施遭无人机导弹袭击起火 https://www.nashnova.com/zh/feed/special/ai-7622 nashnova zh-cn 2026-07-27T12:49:10.155Z 中国官媒：开放AI模型支持有边界 https://www.nashnova.com/zh/feed/special/amd-7621 nashnova zh-cn 2026-07-27T12:48:17.344Z 韦德布什上调AMD数据中心营收预期 https://www.nashnova.com/zh/feed/special/ai-7620 nashnova zh-cn 2026-07-27T12:43:44.656Z 「大空头」艾斯曼卖出谷歌：AI若失败将大幅回调 https://www.nashnova.com/zh/feed/special/6-0-3-percent-7619 nashnova zh-cn 2026-07-27T12:38:19.907Z 美国6月耐用品订单环比增0.3%，大幅低于预期 https://www.nashnova.com/zh-hant/feed/special/barclays-q2-profit-rises-31-percent-announces-interim-dividend-and-1-billion-7719 nashnova zh-tw 2026-07-28T06:42:58.031Z 巴克萊Q2利潤升31%，宣布中期股息及10億英鎊回購 https://www.nashnova.com/zh-hant/feed/special/barclays-h1-pre-tax-profit-rises-17-percent-driven-by-equity-trading-that-beats-7718 nashnova zh-tw 2026-07-28T06:41:46.300Z 巴克萊上半年稅前利潤升17%，股票交易驅動超預期 https://www.nashnova.com/zh-hant/feed/special/qualcomm-chip-price-hikes-put-cost-pressure-on-chinese-android-makers-7716 nashnova zh-tw 2026-07-28T06:11:10.848Z 高通晶片漲價，中國安卓廠商成本承壓 https://www.nashnova.com/zh-hant/feed/special/taiwan-5-year-government-bond-yield-rises-to-highest-since-2008-7715 nashnova zh-tw 2026-07-28T05:55:47.477Z 台灣五年期國債收益率升至2008年來最高 https://www.nashnova.com/zh-hant/feed/special/mercedes-benz-cuts-full-year-revenue-guidance-as-china-sales-plunge-30-percent-7714 nashnova zh-tw 2026-07-28T05:25:57.566Z 賓士下調全年營收指引，中國銷量第二季驟降30% https://www.nashnova.com/zh-hant/feed/special/after-googles-1-billion-fine-wave-of-claims-from-european-competitors-emerges-7713 nashnova zh-tw 2026-07-28T05:15:54.545Z 谷歌遭10億美元罰款後，歐洲競爭對手索賠潮湧現 https://www.nashnova.com/zh-hant/feed/special/auto-chip-demand-beats-expectations-in-2q26-clear-ev-architecture-drives-7712 nashnova zh-tw 2026-07-28T05:11:55.749Z 汽車晶片需求2Q26超預期，EV架構明朗驅動補庫 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-to-mass-produce-lpddr6-in-h2-xiaomi-to-be-first-adopter-7711 nashnova zh-tw 2026-07-28T05:10:44.535Z SK海力士LPDDR6下半年量產，小米首發 https://www.nashnova.com/zh-hant/feed/special/nvidia-taipei-employee-arrested-over-chip-smuggling-7710 nashnova zh-tw 2026-07-28T05:05:32.301Z 輝達台北員工因晶片走私被捕 https://www.nashnova.com/zh-hant/feed/special/ai-demand-drives-hong-kong-exports-to-strongest-growth-in-42-years-7709 nashnova zh-tw 2026-07-28T05:00:48.485Z AI需求驅動香港出口創42年最強增速 https://www.nashnova.com/zh-hant/feed/special/bank-of-england-may-raise-interest-rates-this-year-if-energy-prices-remain-7708 nashnova zh-tw 2026-07-28T04:45:27.114Z 能源價格若持續高企，英格蘭銀行或於今年加息 https://www.nashnova.com/zh-hant/feed/special/hk-stocks-midday-pcb-stocks-plunge-across-the-board-gigadevice-drops-over-15-7707 nashnova zh-tw 2026-07-28T04:18:52.387Z 港股午盤：PCB概念全線重挫，兆易創新跌超15% https://www.nashnova.com/zh-hant/feed/special/ddr5-price-surge-bolsters-hbm4-price-hike-case-as-sk-hynix-q2-earnings-approach-7706 nashnova zh-tw 2026-07-28T04:17:32.203Z DDR5漲價反推HBM4提價，SK海力士二季報在即 https://www.nashnova.com/zh-hant/feed/special/samsung-plans-to-source-chinese-dram-to-lower-smartphone-costs-7705 nashnova zh-tw 2026-07-28T04:16:01.597Z 三星擬採購中國DRAM降低手機成本 https://www.nashnova.com/zh-hant/feed/special/asia-pacific-stock-indices-fall-into-technical-correction-chip-stocks-lead-7704 nashnova zh-tw 2026-07-28T03:56:12.515Z 亞太股指跌入技術性調整，晶片股領跌 https://www.nashnova.com/zh-hant/feed/special/visa-and-mastercard-report-earnings-this-week-slowing-cross-border-transactions-7703 nashnova zh-tw 2026-07-28T03:46:09.883Z Visa、萬事達本週財報：跨境交易放緩成核心看點 https://www.nashnova.com/zh-hant/feed/special/u-s-iran-ceasefire-holds-oil-prices-drop-over-2-percent-7702 nashnova zh-tw 2026-07-28T03:35:46.492Z 美伊停火持續，油價跌逾2% https://www.nashnova.com/zh-hant/feed/special/indonesias-central-bank-governor-abruptly-resigns-monetary-policy-independence-7701 nashnova zh-tw 2026-07-28T03:25:55.906Z 印尼央行行長突然辭職，貨幣政策獨立性存疑 https://www.nashnova.com/zh-hant/feed/special/economist-does-sk-hynix-adr-premium-signal-a-bubble-7700 nashnova zh-tw 2026-07-28T03:20:31.199Z 經濟學家：SK海力士ADR溢價是否預示泡沫 https://www.nashnova.com/zh-hant/feed/special/kospi-becomes-a-semiconductor-proxy-diversification-benefits-between-u-s-and-7699 nashnova zh-tw 2026-07-28T03:16:07.071Z KOSPI半導體化，美韓科技股分散紅利消失 https://www.nashnova.com/zh-hant/feed/special/nvidia-reshapes-asias-ai-supply-chain-landscape-7698 nashnova zh-tw 2026-07-28T03:11:12.055Z 輝達重構亞洲AI供應鏈布局 https://www.nashnova.com/zh-hant/feed/special/u-s-launches-surprise-inspections-on-chinese-factories-in-vietnam-new-tariff-7697 nashnova zh-tw 2026-07-28T02:41:01.841Z 美國突擊檢查越南中國工廠，新關稅風險升溫 https://www.nashnova.com/zh-hant/feed/special/innolights-hong-kong-ipo-priced-at-hk-980-raising-hk-53-4-billion-7696 nashnova zh-tw 2026-07-28T02:21:05.984Z 中際旭創港股IPO定價980港元，募資534億港元 https://www.nashnova.com/zh-hant/feed/special/chip-equipment-lead-times-approach-one-year-as-samsung-and-sk-hynix-rush-to-7695 nashnova zh-tw 2026-07-28T02:11:02.728Z 晶片設備交貨期逼近一年，三星SK海力士提前下單 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-chinese-ai-developers-may-shift-to-paid-weight-commercial-7694 nashnova zh-tw 2026-07-28T02:10:40.667Z 高盛：中國AI開發者或轉向付費權重商業授權 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-ai-computing-demand-overwhelms-supply-long-term-pullbacks-are-7693 nashnova zh-tw 2026-07-28T01:55:48.900Z 大摩：AI算力需求長期壓倒供應，回調是買入機會 https://www.nashnova.com/zh-hant/feed/special/south-korea-plans-to-cap-retail-investors-leveraged-etf-exposure-7692 nashnova zh-tw 2026-07-28T01:50:40.868Z 韓國擬限制散戶槓桿ETF投資額度 https://www.nashnova.com/zh-hant/feed/special/chinas-a-share-three-major-indices-open-lower-chinext-drops-over-3-percent-7691 nashnova zh-tw 2026-07-28T01:35:17.523Z A股三大指數低開，創業板跌逾3% https://www.nashnova.com/zh-hant/feed/special/japan-stock-positioning-hits-all-time-highs-as-ai-narrative-becomes-top-tail-7690 nashnova zh-tw 2026-07-28T01:11:41.819Z 日股倉位創歷史高位，AI敘事成最大尾部風險 https://www.nashnova.com/zh-hant/feed/special/cicc-a-share-pessimistic-expectations-already-priced-in-five-key-sector-7689 nashnova zh-tw 2026-07-28T00:56:42.286Z 中金：A股悲觀預期已釋放，五大板塊配置機會梳理 https://www.nashnova.com/zh-hant/feed/special/japanese-government-bonds-decline-as-funding-sources-for-consumption-tax-cut-7688 nashnova zh-tw 2026-07-28T00:55:32.391Z 日本國債下跌，消費稅削減計劃資金來源存疑 https://www.nashnova.com/zh-hant/feed/special/anthropic-explores-custom-chips-engages-sk-hynix-and-samsung-7687 nashnova zh-tw 2026-07-28T00:12:01.274Z Anthropic尋求自研晶片，接觸SK海力士與三星 https://www.nashnova.com/zh-hant/feed/special/apple-and-micron-clash-over-cxmt-forcing-the-white-house-to-pick-a-side-7686 nashnova zh-tw 2026-07-28T00:11:34.756Z 蘋果與美光就長鑫存儲博弈，白宮被迫選邊 https://www.nashnova.com/zh-hant/feed/special/johnson-and-johnson-settles-talc-cancer-lawsuits-for-up-to-5-5-billion-7685 nashnova zh-tw 2026-07-28T00:10:32.384Z 強生以最高55億美元和解滑石粉致癌訴訟 https://www.nashnova.com/zh-hant/feed/special/cicc-global-economic-imbalances-near-20-year-high-ai-is-the-core-driver-7684 nashnova zh-tw 2026-07-28T00:06:26.158Z 中金：全球經濟失衡近20年高位，AI是核心驅動 https://www.nashnova.com/zh-hant/feed/special/south-koreas-kospi-opens-over-5-percent-lower-7683 nashnova zh-tw 2026-07-28T00:05:23.495Z 韓國首爾綜指低開逾5% https://www.nashnova.com/zh-hant/feed/special/chinas-june-gold-imports-rise-to-173-tonnes-hitting-highest-level-since-march-7682 nashnova zh-tw 2026-07-28T00:00:29.116Z 中國6月黃金進口量升至173噸，創2024年3月以來新高 https://www.nashnova.com/zh-hant/feed/special/u-s-trade-representative-new-tariffs-wont-disrupt-the-economy-7681 nashnova zh-tw 2026-07-27T23:50:46.689Z 美國貿易代表：新關稅不會衝擊經濟 https://www.nashnova.com/zh-hant/feed/special/anthropic-ceo-never-advocated-banning-open-weight-ai-7680 nashnova zh-tw 2026-07-27T22:55:54.484Z Anthropic CEO：從未主張禁止開放權重AI https://www.nashnova.com/zh-hant/feed/special/rate-hike-probability-rises-to-35-percent-as-hedge-fund-u-s-equity-exposure-hits-7679 nashnova zh-tw 2026-07-27T22:25:48.445Z 加息概率升至35%，對沖基金美股敞口觸五年峰值 https://www.nashnova.com/zh-hant/feed/special/citadel-securities-predicts-surprise-fed-rate-hike-this-week-7678 nashnova zh-tw 2026-07-27T22:05:47.231Z Citadel Securities預測美聯儲本週意外加息 https://www.nashnova.com/zh-hant/feed/special/tennessee-sues-meta-for-ignoring-research-on-harm-to-teens-7677 nashnova zh-tw 2026-07-27T21:55:52.492Z 田納西州起訴Meta忽視青少年傷害研究 https://www.nashnova.com/zh-hant/feed/special/deutsche-bank-japan-may-be-at-an-economic-transformation-inflection-point-7676 nashnova zh-tw 2026-07-27T21:30:49.016Z 德意志銀行：日本或站在經濟轉型拐點 https://www.nashnova.com/zh-hant/feed/special/byd-flash-charge-backlog-exceeds-255-000-units-capacity-bottleneck-may-extend-to-7675 nashnova zh-tw 2026-07-27T21:16:47.924Z 比亞迪閃充積壓訂單超25.5萬台，產能瓶頸或延至2027年 https://www.nashnova.com/zh-hant/feed/special/blackrocks-12-3-billion-ai-bond-gains-strength-in-secondary-market-7674 nashnova zh-tw 2026-07-27T21:16:11.031Z 貝萊德123億美元AI債券二級市場走強 https://www.nashnova.com/zh-hant/feed/special/celestica-q2-revenue-of-4-7b-beats-expectations-full-year-guidance-raised-to-20-7673 nashnova zh-tw 2026-07-27T20:50:38.925Z Celestica Q2營收47億美元超預期，上調全年指引至205億 https://www.nashnova.com/zh-hant/feed/special/shenwan-hongyuan-ai-contributes-nearly-2-3-percentage-points-to-ppi-double-peak-7672 nashnova zh-tw 2026-07-27T20:46:34.191Z 申萬宏源：AI貢獻PPI近2.3個百分點，全年或現雙頂 https://www.nashnova.com/zh-hant/feed/special/largest-u-s-power-grid-operator-plans-emergency-capacity-auction-costs-to-be-7671 nashnova zh-tw 2026-07-27T20:41:23.355Z 美國最大電網擬緊急拍賣電力，費用轉嫁數據中心 https://www.nashnova.com/zh-hant/feed/special/small-businesses-sue-twice-to-block-section-301-tariffs-7670 nashnova zh-tw 2026-07-27T20:26:25.957Z 小企業兩度起訴阻擊第301條關稅 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-u-s-adr-falls-below-ipo-price-7669 nashnova zh-tw 2026-07-27T20:25:55.807Z SK海力士美股存託憑證跌破IPO發行價 https://www.nashnova.com/zh-hant/feed/special/trump-administrations-ai-regulatory-framework-nears-finalization-open-source-7668 nashnova zh-tw 2026-07-27T20:21:27.305Z 特朗普政府AI監管框架臨近落地，開源模型定義存爭議 https://www.nashnova.com/zh-hant/feed/special/cadence-q2-earnings-beat-expectations-full-year-guidance-raised-7667 nashnova zh-tw 2026-07-27T20:15:31.193Z Cadence Q2盈利超預期，全年指引上調 https://www.nashnova.com/zh-hant/feed/special/ukraine-russia-black-sea-strikes-escalate-wheat-futures-hit-two-year-high-7666 nashnova zh-tw 2026-07-27T20:11:06.642Z 烏俄黑海互襲，小麥期貨創兩年新高 https://www.nashnova.com/zh-hant/feed/special/bitcoin-holds-above-65k-as-fed-decision-becomes-key-variable-7665 nashnova zh-tw 2026-07-27T20:01:04.955Z 比特幣守穩6.5萬美元，美聯儲決議成關鍵變量 https://www.nashnova.com/zh-hant/feed/special/strong-u-s-2-year-auction-contrasts-with-5-year-hitting-worst-in-nearly-5-years-7664 nashnova zh-tw 2026-07-27T19:26:16.810Z 美國2年期拍賣強勁，5年期創近5年最差 https://www.nashnova.com/zh-hant/feed/special/tech-earnings-season-stocks-fall-despite-beating-expectations-7663 nashnova zh-tw 2026-07-27T19:16:17.518Z 科技股財報季：業績超預期反遭下跌 https://www.nashnova.com/zh-hant/feed/special/kalshi-prediction-market-warsh-may-mention-oil-and-shock-this-week-7662 nashnova zh-tw 2026-07-27T19:07:24.265Z Kalshi預測市場：沃什本週或提及「石油」與「衝擊」 https://www.nashnova.com/zh-hant/feed/special/macquarie-us-iran-deal-could-lead-to-significant-crude-oil-market-surplus-7661 nashnova zh-tw 2026-07-27T18:56:10.363Z 麥格理：美伊協議或致原油市場顯著過剩 https://www.nashnova.com/zh-hant/feed/special/dispersion-unwind-begins-mag7-earnings-week-with-dealer-gamma-pointing-to-upside-7660 nashnova zh-tw 2026-07-27T18:31:19.636Z 分散度平倉啟動，Mag7財報週Dealer Gamma指向上行擠壓風險 https://www.nashnova.com/zh-hant/feed/special/nvidia-vera-rubin-servers-easier-to-install-than-previous-generation-7659 nashnova zh-tw 2026-07-27T18:26:03.496Z 輝達Vera Rubin伺服器安裝難度低於前代 https://www.nashnova.com/zh-hant/feed/special/hsbc-estimates-spacex-lock-up-period-first-batch-of-912m-shares-to-unlock-on-7658 nashnova zh-tw 2026-07-27T18:15:42.324Z 匯豐測算SpaceX鎖定期：8月6日首批9.12億股解禁 https://www.nashnova.com/zh-hant/feed/special/perpetual-futures-enter-regulated-u-s-markets-as-wall-street-giants-watch-from-7657 nashnova zh-tw 2026-07-27T18:06:23.165Z 永續期貨進入美國受監管市場，華爾街大行觀望 https://www.nashnova.com/zh-hant/feed/special/chip-stocks-plunge-as-software-stocks-rebound-deepening-divergence-within-u-s-7656 nashnova zh-tw 2026-07-27T18:01:04.109Z 晶片股重挫軟體股反彈，美股內部分化加劇 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-internal-indicator-triggers-buy-signal-bullish-on-u-s-stocks-7655 nashnova zh-tw 2026-07-27T17:50:56.007Z 摩根大通內部指標發出買入信號，看漲美股 https://www.nashnova.com/zh-hant/feed/special/microsoft-releases-first-cybersecurity-ai-model-and-agent-security-system-7654 nashnova zh-tw 2026-07-27T17:50:36.922Z 微軟發布首個網路安全AI模型及智慧體安全系統 https://www.nashnova.com/zh-hant/feed/special/nvidia-plans-to-provide-up-to-250-billion-in-financing-backing-for-openais-ohio-7653 nashnova zh-tw 2026-07-27T17:46:00.693Z 輝達擬為OpenAI俄亥俄數據中心提供2500億美元融資背書 https://www.nashnova.com/zh-hant/feed/special/ares-management-reportedly-in-talks-to-acquire-pe-giant-leonard-green-7652 nashnova zh-tw 2026-07-27T17:45:27.727Z 傳Ares Management洽購私募巨頭Leonard Green https://www.nashnova.com/zh-hant/feed/special/options-imply-double-digit-swing-for-sk-hynix-ahead-of-earnings-7651 nashnova zh-tw 2026-07-27T17:35:52.031Z SK海力士財報前期權隱含雙位數波動 https://www.nashnova.com/zh-hant/feed/special/trump-publicly-demands-fed-rate-cuts-7650 nashnova zh-tw 2026-07-27T17:05:31.354Z 特朗普公開要求美聯儲降息 https://www.nashnova.com/zh-hant/feed/special/iran-and-oman-negotiate-to-reopen-hormuz-strait-shipping-7649 nashnova zh-tw 2026-07-27T16:55:46.533Z 伊朗與阿曼談判重啟霍爾木茲航運 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-rising-real-rates-are-tightening-financial-conditions-7648 nashnova zh-tw 2026-07-27T16:15:55.380Z 高盛：實際利率上行正收緊金融條件 https://www.nashnova.com/zh-hant/feed/special/rising-demand-for-hedging-rate-shocks-in-bond-markets-as-fed-policy-path-remains-7647 nashnova zh-tw 2026-07-27T16:07:12.627Z 債券市場對沖利率衝擊需求升溫，美聯儲政策路徑存疑 https://www.nashnova.com/zh-hant/feed/special/google-ai-search-coverage-nearly-triples-in-one-year-7646 nashnova zh-tw 2026-07-27T16:06:20.787Z 谷歌AI搜索覆蓋率一年翻近三倍 https://www.nashnova.com/zh-hant/feed/special/paramount-ceo-expresses-high-confidence-in-warner-bros-acquisition-deal-7645 nashnova zh-tw 2026-07-27T16:05:45.989Z 派拉蒙CEO：對收購華納兄弟交易「高度有信心」 https://www.nashnova.com/zh-hant/feed/special/oppenheimer-palantir-q2-to-beat-expectations-with-raised-full-year-guidance-7644 nashnova zh-tw 2026-07-27T16:05:16.692Z 奧本海默：Palantir Q2將超預期並上調全年指引 https://www.nashnova.com/zh-hant/feed/special/moonshot-ai-open-sources-kimi-k3-weights-and-key-training-techniques-7643 nashnova zh-tw 2026-07-27T15:45:29.493Z 月之暗面開放Kimi K3權重及關鍵訓練技術 https://www.nashnova.com/zh-hant/feed/special/cme-launches-55-u-s-single-stock-futures-including-spacex-and-micron-7642 nashnova zh-tw 2026-07-27T15:41:03.092Z CME推出55檔美股單股期貨，含SpaceX和美光 https://www.nashnova.com/zh-hant/feed/special/ai-investment-boom-drives-u-s-economic-growth-as-inflation-risks-emerge-7641 nashnova zh-tw 2026-07-27T15:36:21.435Z AI投資熱潮推動美國經濟增長，通膨風險浮現 https://www.nashnova.com/zh-hant/feed/special/apple-overtakes-nvidia-in-market-cap-approaching-5-trillion-7640 nashnova zh-tw 2026-07-27T15:30:34.232Z 蘋果市值反超輝達，逼近5萬億美元 https://www.nashnova.com/zh-hant/feed/special/bridgewater-cio-government-intervention-in-ai-may-disrupt-capital-expenditure-7639 nashnova zh-tw 2026-07-27T14:55:53.975Z 橋水CIO：政府介入AI或擾亂資本支出週期 https://www.nashnova.com/zh-hant/feed/special/nand-prices-decline-cyclical-risk-reassessment-for-memory-stocks-7638 nashnova zh-tw 2026-07-27T14:55:48.267Z NAND價格下滑，存儲股週期風險重估 https://www.nashnova.com/zh-hant/feed/special/crypto-related-stocks-rally-on-monday-strategy-surges-nearly-7-percent-7637 nashnova zh-tw 2026-07-27T14:20:35.819Z 加密概念股週一走強，Strategy漲近7% https://www.nashnova.com/zh-hant/feed/special/high-yield-bonds-fall-for-three-consecutive-months-bond-market-sends-warning-to-7636 nashnova zh-tw 2026-07-27T13:50:38.601Z 高收益債連跌三月，債市向股市發出警告 https://www.nashnova.com/zh-hant/feed/special/china-central-depository-and-clearing-announces-five-fee-reduction-measures-7635 nashnova zh-tw 2026-07-27T13:49:40.840Z 中央國債登記結算公司宣布五項降費措施 https://www.nashnova.com/zh-hant/feed/special/nvidia-credit-default-swap-costs-post-record-single-day-surge-7634 nashnova zh-tw 2026-07-27T13:48:40.121Z 輝達信用違約互換成本創紀錄單日漲幅 https://www.nashnova.com/zh-hant/feed/special/u-s-treasury-yields-edge-lower-fed-rate-hike-probability-around-30-percent-7633 nashnova zh-tw 2026-07-27T13:40:00.131Z 美債收益率小幅回落，美聯儲加息概率約三成 https://www.nashnova.com/zh-hant/feed/special/8-10-7632 nashnova zh-tw 2026-07-27T13:38:44.715Z 美銀：8至10月歷史上是美股最弱季節 https://www.nashnova.com/zh-hant/feed/special/7631 nashnova zh-tw 2026-07-27T13:33:44.697Z 對沖基金做多美國醫療股倉位近五年高位 https://www.nashnova.com/zh-hant/feed/special/7630 nashnova zh-tw 2026-07-27T13:30:29.793Z 伯克希爾阿貝爾完成首筆收購，佈局住宅建築 https://www.nashnova.com/zh-hant/feed/special/7629 nashnova zh-tw 2026-07-27T13:29:09.473Z 高盛交易台：政策反身性壓制油價風險，超大規模雲廠商債務隱患更值關注 https://www.nashnova.com/zh-hant/feed/special/leo-5000-7628 nashnova zh-tw 2026-07-27T13:18:22.934Z 亞馬遜Leo擬建逾5000顆衛星星座提供直連手機服務 https://www.nashnova.com/zh-hant/feed/special/ai-7627 nashnova zh-tw 2026-07-27T13:15:35.350Z 摩根士丹利：AI盈利兌現期開啟，篩選傳統行業受益股 https://www.nashnova.com/zh-hant/feed/special/ilya-sutskever-ssi-7626 nashnova zh-tw 2026-07-27T13:14:11.829Z 輝達投資Ilya Sutskever旗下SSI，算力擴大數量級 https://www.nashnova.com/zh-hant/feed/special/duv-7625 nashnova zh-tw 2026-07-27T13:09:08.025Z 中國國產DUV光刻機啟動量產，今年目標交付五台 https://www.nashnova.com/zh-hant/feed/special/bitmine-eth-578-4-8-percent-7624 nashnova zh-tw 2026-07-27T13:04:02.277Z Bitmine持倉ETH達578萬枚，佔流通量4.8% https://www.nashnova.com/zh-hant/feed/special/abqaiq-7623 nashnova zh-tw 2026-07-27T12:50:08.557Z 沙特阿美Abqaiq設施遭無人機導彈襲擊起火 https://www.nashnova.com/zh-hant/feed/special/ai-7622 nashnova zh-tw 2026-07-27T12:49:10.155Z 中國官媒：開放AI模型支持有邊界 https://www.nashnova.com/zh-hant/feed/special/amd-7621 nashnova zh-tw 2026-07-27T12:48:17.344Z 韋德布什上調AMD數據中心營收預期 https://www.nashnova.com/zh-hant/feed/special/ai-7620 nashnova zh-tw 2026-07-27T12:43:44.656Z 「大空頭」艾斯曼賣出谷歌：AI若失敗將大幅回調 https://www.nashnova.com/zh-hant/feed/special/6-0-3-percent-7619 nashnova zh-tw 2026-07-27T12:38:19.907Z 美國6月耐用品訂單環比增0.3%，大幅低於預期