https://www.nashnova.com/feed/special/european-stocks-snap-four-day-winning-streak-as-tech-selloff-and-u-s-iran-6232 NashNova en 2026-07-10T17:58:14.203Z European Stocks Snap Four-Day Winning Streak as Tech Selloff and U.S.-Iran Tensions Weigh https://www.nashnova.com/feed/special/sk-hynix-ceo-memory-chip-shortage-will-persist-into-the-2030s-6231 NashNova en 2026-07-10T17:56:57.975Z SK Hynix CEO: Memory Chip Shortage Will Persist Into the 2030s https://www.nashnova.com/feed/special/meta-surges-another-6-percent-on-friday-as-bullish-options-sentiment-heats-up-6230 NashNova en 2026-07-10T17:53:00.248Z Meta Surges Another 6% on Friday as Bullish Options Sentiment Heats Up https://www.nashnova.com/feed/special/usda-cuts-wheat-production-to-lowest-in-over-50-years-6229 NashNova en 2026-07-10T17:52:01.116Z USDA Cuts Wheat Production to Lowest in Over 50 Years https://www.nashnova.com/feed/special/financial-stocks-show-relative-strength-ahead-of-bank-earnings-season-as-options-6228 NashNova en 2026-07-10T17:32:00.244Z Financial Stocks Show Relative Strength Ahead of Bank Earnings Season as Options Implied Correlation Hits Record Lows https://www.nashnova.com/feed/special/u-s-household-stock-holdings-hit-all-time-high-as-share-of-total-assets-6227 NashNova en 2026-07-10T16:51:57.387Z U.S. Household Stock Holdings Hit All-Time High as Share of Total Assets https://www.nashnova.com/feed/special/apple-hits-all-time-high-becomes-ai-trade-hedge-target-6226 NashNova en 2026-07-10T16:48:20.645Z Apple Hits All-Time High, Becomes AI Trade Hedge Target https://www.nashnova.com/feed/special/u-s-eases-export-controls-on-uae-unlocking-ai-chip-sales-from-nvidia-and-others-6225 NashNova en 2026-07-10T16:47:03.352Z U.S. Eases Export Controls on UAE, Unlocking AI Chip Sales from Nvidia and Others https://www.nashnova.com/feed/special/bofa-developed-market-central-banks-turn-net-hawkish-bearish-on-equities-6224 NashNova en 2026-07-10T16:32:47.238Z BofA: Developed Market Central Banks Turn Net Hawkish, Bearish on Equities https://www.nashnova.com/feed/special/wells-fargo-upgrades-seagate-and-raises-price-targets-for-two-storage-stocks-6223 NashNova en 2026-07-10T16:26:59.414Z Wells Fargo Upgrades Seagate and Raises Price Targets for Two Storage Stocks https://www.nashnova.com/feed/special/cpi-data-approaching-85-percent-probability-the-fed-pauses-rate-hikes-in-july-6222 NashNova en 2026-07-10T16:22:04.088Z CPI Data Approaching: ~85% Probability the Fed Pauses Rate Hikes in July https://www.nashnova.com/feed/special/u-s-housing-bill-takes-effect-automatically-digital-dollar-banned-for-four-years-6221 NashNova en 2026-07-10T16:17:10.549Z U.S. Housing Bill Takes Effect Automatically, Digital Dollar Banned for Four Years https://www.nashnova.com/feed/special/metas-3-year-ai-capex-hits-534b-free-cash-flow-bottoms-in-2027-6220 NashNova en 2026-07-10T16:07:37.914Z Meta's 3-Year AI Capex Hits $534B, Free Cash Flow Bottoms in 2027 https://www.nashnova.com/feed/special/south-korean-tanker-stranded-near-saudi-arabia-as-hormuz-transit-risks-escalate-6219 NashNova en 2026-07-10T15:48:30.950Z South Korean Tanker Stranded Near Saudi Arabia as Hormuz Transit Risks Escalate https://www.nashnova.com/feed/special/sk-group-chairman-u-s-investment-to-far-exceed-35-billion-plans-to-launch-memory-6218 NashNova en 2026-07-10T15:47:09.232Z SK Group Chairman: U.S. Investment to Far Exceed $35 Billion, Plans to Launch Memory Leasing Service https://www.nashnova.com/feed/special/trump-ceasefire-has-ended-u-s-iran-negotiations-will-continue-6217 NashNova en 2026-07-10T15:31:58.766Z Trump: Ceasefire Has Ended, U.S.-Iran Negotiations Will Continue https://www.nashnova.com/feed/special/citi-outsized-earnings-day-moves-in-u-s-stocks-have-become-the-new-normal-6216 NashNova en 2026-07-10T15:27:46.537Z Citi: Outsized Earnings-Day Moves in U.S. Stocks Have Become the New Normal https://www.nashnova.com/feed/special/sk-hynix-listing-pressures-micron-as-mu-options-implied-volatility-surges-to-6215 NashNova en 2026-07-10T15:17:22.012Z SK Hynix Listing Pressures Micron as MU Options Implied Volatility Surges to 92nd Percentile https://www.nashnova.com/feed/special/fed-report-inflation-rises-again-this-spring-labor-market-stabilizes-6214 NashNova en 2026-07-10T15:10:18.038Z Fed Report: Inflation Rises Again This Spring, Labor Market Stabilizes https://www.nashnova.com/feed/special/morgan-stanley-chip-stocks-face-pricing-power-pressure-valuations-already-6213 NashNova en 2026-07-10T14:32:48.151Z Morgan Stanley: Chip Stocks Face Pricing Power Pressure, Valuations Already Stretched https://www.nashnova.com/feed/special/sk-hynix-adr-pre-market-indicative-price-surges-17-percent-above-offering-price-6212 NashNova en 2026-07-10T14:17:26.854Z SK Hynix ADR Pre-Market Indicative Price Surges 17% Above Offering Price https://www.nashnova.com/feed/special/u-s-retail-investor-net-buying-falls-to-lowest-since-the-pandemic-6211 NashNova en 2026-07-10T14:14:44.985Z U.S. Retail Investor Net Buying Falls to Lowest Since the Pandemic https://www.nashnova.com/feed/special/goldman-sachs-raises-2031-leo-satellite-forecast-to-300-000-6210 NashNova en 2026-07-10T14:13:25.280Z Goldman Sachs Raises 2031 LEO Satellite Forecast to 300,000 https://www.nashnova.com/feed/special/south-korea-and-taiwan-lead-46-1-billion-equity-outflows-from-emerging-markets-6209 NashNova en 2026-07-10T14:12:05.092Z South Korea and Taiwan Lead $46.1 Billion Equity Outflows from Emerging Markets https://www.nashnova.com/feed/special/bofa-hold-stocks-for-now-tail-risks-each-have-hedging-strategies-6208 NashNova en 2026-07-10T13:57:05.244Z BofA: Hold Stocks for Now, Tail Risks Each Have Hedging Strategies https://www.nashnova.com/feed/special/stifel-raises-price-targets-for-top-three-semiconductor-equipment-makers-6207 NashNova en 2026-07-10T13:55:46.495Z Stifel Raises Price Targets for Top Three Semiconductor Equipment Makers, Projects $150 Billion Equipment Spending in 2026 https://www.nashnova.com/feed/special/jpmorgan-private-blockchains-are-bitcoins-biggest-structural-threat-6206 NashNova en 2026-07-10T13:38:01.512Z JPMorgan: Private Blockchains Are Bitcoin's Biggest Structural Threat https://www.nashnova.com/feed/special/hsbcs-top-10-buy-rated-stocks-to-watch-this-earnings-season-6205 NashNova en 2026-07-10T13:34:49.130Z HSBC's Top 10 Buy-Rated Stocks to Watch This Earnings Season https://www.nashnova.com/feed/special/boeings-fourth-737-max-production-line-goes-live-max-7-certification-expected-6204 NashNova en 2026-07-10T13:33:23.212Z Boeing's Fourth 737 MAX Production Line Goes Live; MAX 7 Certification Expected This Month https://www.nashnova.com/feed/special/duan-yongping-increases-stake-in-pop-mart-holdings-exceed-100-million-shares-6203 NashNova en 2026-07-10T13:32:17.316Z Duan Yongping Increases Stake in Pop Mart, Holdings Exceed 100 Million Shares https://www.nashnova.com/feed/special/goldman-sachs-who-will-be-the-long-term-winner-among-chinas-ai-large-models-6202 NashNova en 2026-07-10T13:23:19.147Z Goldman Sachs: Who Will Be the Long-Term Winner Among China's AI Large Models https://www.nashnova.com/feed/special/china-equity-funds-see-9-billion-weekly-inflow-largest-since-december-6201 NashNova en 2026-07-10T13:21:48.566Z China Equity Funds See $9 Billion Weekly Inflow, Largest Since December https://www.nashnova.com/feed/special/susquehanna-pulls-out-of-china-venture-capital-team-6200 NashNova en 2026-07-10T13:16:12.590Z Susquehanna Pulls Out of China Venture Capital Team https://www.nashnova.com/feed/special/standard-chartered-maintains-year-end-bitcoin-target-of-100-000-6199 NashNova en 2026-07-10T13:11:59.276Z Standard Chartered Maintains Year-End Bitcoin Target of $100,000 https://www.nashnova.com/feed/special/musk-says-spacex-will-exceed-earths-total-value-6198 NashNova en 2026-07-10T12:48:00.128Z Musk Says SpaceX Will Exceed Earth's Total Value https://www.nashnova.com/feed/special/nvidia-supplier-king-yuan-electronics-plans-u-s-factory-with-up-to-1-4-billion-6197 NashNova en 2026-07-10T12:41:50.090Z NVIDIA Supplier King Yuan Electronics Plans U.S. Factory with Up to $1.4 Billion Investment https://www.nashnova.com/feed/special/bofa-japanese-bank-stocks-may-serve-as-leading-signal-for-global-selloff-6196 NashNova en 2026-07-10T12:22:36.133Z BofA: Japanese Bank Stocks May Serve as Leading Signal for Global Selloff https://www.nashnova.com/feed/special/humanoid-robot-completes-live-surgery-for-the-first-time-6195 NashNova en 2026-07-10T12:18:28.698Z Humanoid Robot Completes Live Surgery for the First Time https://www.nashnova.com/feed/special/xpeng-launches-employee-testing-for-robotaxi-plans-pilot-operations-in-guangzhou-6194 NashNova en 2026-07-10T12:17:01.907Z XPeng Launches Employee Testing for Robotaxi, Plans Pilot Operations in Guangzhou by 2026 https://www.nashnova.com/feed/special/goldman-sachs-u-s-etf-net-inflows-surpass-1-trillion-year-to-date-6193 NashNova en 2026-07-10T11:57:14.669Z Goldman Sachs: U.S. ETF Net Inflows Surpass $1 Trillion Year-to-Date https://www.nashnova.com/feed/special/u-s-corporate-buybacks-approach-1-trillion-yet-insiders-arent-following-suit-6192 NashNova en 2026-07-10T11:37:24.988Z U.S. Corporate Buybacks Approach $1 Trillion, Yet Insiders Aren't Following Suit https://www.nashnova.com/feed/special/one-month-after-spacex-ipo-tesla-stock-remains-largely-steady-6191 NashNova en 2026-07-10T11:33:45.672Z One Month After SpaceX IPO, Tesla Stock Remains Largely Steady https://www.nashnova.com/feed/special/sk-hynix-eyes-u-s-listing-as-strategists-warn-of-bubble-like-volatility-in-chip-6190 NashNova en 2026-07-10T11:32:21.391Z SK Hynix Eyes U.S. Listing as Strategists Warn of Bubble-Like Volatility in Chip Sector https://www.nashnova.com/feed/special/vankes-h1-loss-may-widen-to-15-billion-yuan-6189 NashNova en 2026-07-10T11:22:09.698Z Vanke's H1 Loss May Widen to 15 Billion Yuan https://www.nashnova.com/feed/special/big-five-tech-giants-debt-doubles-to-350-billion-over-five-years-6188 NashNova en 2026-07-10T11:09:59.060Z Big Five Tech Giants' Debt Doubles to $350 Billion Over Five Years https://www.nashnova.com/feed/special/uae-june-crude-output-hits-record-high-of-4-1-million-barrels-per-day-6187 NashNova en 2026-07-10T11:08:25.617Z UAE June Crude Output Hits Record High of 4.1 Million Barrels Per Day https://www.nashnova.com/feed/special/netflix-pivots-to-live-tv-as-stock-faces-pressure-from-declining-market-share-6186 NashNova en 2026-07-10T11:07:04.504Z Netflix Pivots to Live TV as Stock Faces Pressure from Declining Market Share https://www.nashnova.com/feed/special/china-life-invests-5-billion-yuan-to-set-up-fund-betting-on-semiconductor-supply-6185 NashNova en 2026-07-10T11:02:33.523Z China Life Invests 5 Billion Yuan to Set Up Fund Betting on Semiconductor Supply Chain https://www.nashnova.com/feed/special/crypto-market-rallies-against-the-trend-as-altcoin-sentiment-warms-up-6184 NashNova en 2026-07-10T10:48:16.695Z Crypto Market Rallies Against the Trend as Altcoin Sentiment Warms Up https://www.nashnova.com/feed/special/delta-air-lines-q2-results-beat-expectations-full-year-profit-guidance-6183 NashNova en 2026-07-10T10:43:20.309Z Delta Air Lines Q2 Results Beat Expectations, Full-Year Profit Guidance Reinstated https://www.nashnova.com/feed/special/bp-considers-exiting-uk-north-sea-as-new-ceo-leads-asset-streamlining-6182 NashNova en 2026-07-10T10:41:57.839Z BP Considers Exiting UK North Sea as New CEO Leads Asset Streamlining https://www.nashnova.com/feed/special/circle-receives-occ-approval-to-establish-national-trust-bank-6181 NashNova en 2026-07-10T10:32:07.767Z Circle Receives OCC Approval to Establish National Trust Bank https://www.nashnova.com/feed/special/uk-designates-microsoft-google-amazon-and-oracle-as-critical-third-parties-for-6180 NashNova en 2026-07-10T10:21:59.074Z UK Designates Microsoft, Google, Amazon, and Oracle as Critical Third Parties for Finance https://www.nashnova.com/feed/special/european-earnings-revision-momentum-hits-two-year-high-6179 NashNova en 2026-07-10T10:18:00.837Z European Earnings Revision Momentum Hits Two-Year High https://www.nashnova.com/feed/special/eu-charges-meta-with-addictive-design-violations-facing-fines-up-to-6-percent-of-6178 NashNova en 2026-07-10T10:12:06.517Z EU Charges Meta with Addictive Design Violations, Facing Fines Up to 6% of Global Revenue https://www.nashnova.com/feed/special/southbound-capital-net-sold-nearly-hk-6b-zhipu-ai-received-over-hk-2-8b-in-6177 NashNova en 2026-07-10T10:02:50.599Z Southbound Capital Net Sold Nearly HK$6B; Zhipu AI Received Over HK$2.8B in Single-Day Buying https://www.nashnova.com/feed/special/nanya-technologys-2027-capex-to-expand-beyond-nt-200-billion-roughly-quadrupling-6176 NashNova en 2026-07-10T09:37:19.487Z Nanya Technology's 2027 Capex to Expand Beyond NT$200 Billion, Roughly Quadrupling This Year's Level https://www.nashnova.com/feed/special/china-announces-immediate-temporary-ban-on-helium-exports-6175 NashNova en 2026-07-10T09:21:50.312Z China Announces Immediate Temporary Ban on Helium Exports https://www.nashnova.com/feed/special/volkswagen-q2-global-deliveries-drop-8-6-percent-china-market-plunges-36-6-6173 NashNova en 2026-07-10T09:20:58.946Z Volkswagen Q2 Global Deliveries Drop 8.6%, China Market Plunges 36.6% https://www.nashnova.com/feed/special/shein-advances-hong-kong-ipo-preparations-aims-to-raise-billions-of-dollars-6174 NashNova en 2026-07-10T09:20:10.346Z Shein Advances Hong Kong IPO Preparations, Aims to Raise Billions of Dollars https://www.nashnova.com/feed/special/hong-kong-market-close-hang-seng-index-up-0-6-percent-commercial-aerospace-6172 NashNova en 2026-07-10T09:13:49.519Z Hong Kong Market Close: Hang Seng Index Up 0.6%, Commercial Aerospace Surges, Computing Power Stocks Pull Back https://www.nashnova.com/feed/special/iphone-18-pro-max-bom-cost-may-rise-300-with-memory-accounting-for-nearly-half-6171 NashNova en 2026-07-10T09:12:11.434Z iPhone 18 Pro Max BOM Cost May Rise $300, with Memory Accounting for Nearly Half https://www.nashnova.com/feed/special/vanguard-positions-in-short-term-tips-to-hedge-underpriced-inflation-risk-6170 NashNova en 2026-07-10T09:08:21.418Z Vanguard Positions in Short-Term TIPS to Hedge Underpriced Inflation Risk https://www.nashnova.com/feed/special/doubao-ai-agent-phone-goes-on-sale-at-waic-with-initial-stock-of-500-000-units-6169 NashNova en 2026-07-10T09:07:08.034Z Doubao AI Agent Phone Goes on Sale at WAIC with Initial Stock of 500,000 Units https://www.nashnova.com/feed/special/boj-plans-to-raise-growth-forecasts-while-staying-alert-to-upside-inflation-6168 NashNova en 2026-07-10T08:42:44.070Z BOJ Plans to Raise Growth Forecasts While Staying Alert to Upside Inflation Risks https://www.nashnova.com/feed/special/iea-global-oil-demand-posts-first-annual-decline-since-2020-as-u-s-iran-tensions-6167 NashNova en 2026-07-10T08:41:47.050Z IEA: Global Oil Demand Posts First Annual Decline Since 2020 as U.S.-Iran Tensions Add Uncertainty https://www.nashnova.com/feed/special/q2-global-pc-shipments-down-3-6-percent-yoy-as-memory-price-hikes-suppress-6166 NashNova en 2026-07-10T08:28:28.165Z Q2 Global PC Shipments Down 3.6% YoY as Memory Price Hikes Suppress Demand https://www.nashnova.com/feed/special/iea-cuts-russia-oil-output-forecast-citing-ukrainian-attacks-as-key-factor-6165 NashNova en 2026-07-10T08:27:21.355Z IEA Cuts Russia Oil Output Forecast, Citing Ukrainian Attacks as Key Factor https://www.nashnova.com/feed/special/goldman-sachs-ai-driven-mlcc-demand-market-size-to-grow-7-4x-from-fy25-to-fy28-6164 NashNova en 2026-07-10T08:15:34.149Z Goldman Sachs: AI-Driven MLCC Demand, Market Size to Grow 7.4x from FY25 to FY28 https://www.nashnova.com/feed/special/asus-june-revenue-surpasses-nt-100-billion-for-the-first-time-as-ai-servers-6163 NashNova en 2026-07-10T08:14:16.665Z ASUS June Revenue Surpasses NT$100 Billion for the First Time as AI Servers Drive Full-Year Target Upgrade https://www.nashnova.com/feed/special/morgan-stanley-hk-stock-liquidity-improves-in-august-recommends-gradually-6162 NashNova en 2026-07-10T08:13:07.909Z Morgan Stanley: HK Stock Liquidity Improves in August, Recommends Gradually Accumulating China Stocks https://www.nashnova.com/feed/special/south-koreas-leveraged-etf-assets-surge-as-barclays-calls-risks-frightening-6161 NashNova en 2026-07-10T08:11:57.468Z South Korea's Leveraged ETF Assets Surge as Barclays Calls Risks "Frightening" https://www.nashnova.com/feed/special/jefferies-south-korea-stock-market-pullback-is-normal-and-healthy-6160 NashNova en 2026-07-10T08:07:07.119Z Jefferies: South Korea Stock Market Pullback Is Normal and Healthy https://www.nashnova.com/feed/special/semianalysis-memory-shortage-to-persist-for-years-cpo-deployment-delayed-to-2029-6159 NashNova en 2026-07-10T07:43:38.505Z SemiAnalysis: Memory Shortage to Persist for Years, CPO Deployment Delayed to 2029 https://www.nashnova.com/feed/special/us-iran-conflict-reignites-ecbs-fight-against-inflation-back-to-square-one-6158 NashNova en 2026-07-10T07:42:04.169Z US-Iran Conflict Reignites, ECB's Fight Against Inflation Back to Square One https://www.nashnova.com/feed/special/goldman-sachs-hong-kong-ipo-fundraising-on-track-to-hit-60-billion-for-the-full-6157 NashNova en 2026-07-10T07:37:25.411Z Goldman Sachs: Hong Kong IPO Fundraising on Track to Hit $60 Billion for the Full Year https://www.nashnova.com/feed/special/iron-ore-up-1-6-percent-this-week-boosted-by-bhp-strike-and-fmg-dispute-6156 NashNova en 2026-07-10T07:07:01.439Z Iron Ore Up 1.6% This Week, Boosted by BHP Strike and FMG Dispute https://www.nashnova.com/feed/special/citi-true-tech-stocks-have-low-weighting-in-hong-kong-market-hang-seng-unlikely-6155 NashNova en 2026-07-10T07:02:02.108Z Citi: True Tech Stocks Have Low Weighting in Hong Kong Market; Hang Seng Unlikely to Rally Significantly in H2 https://www.nashnova.com/feed/special/domestic-ai-chip-maker-enflame-technologys-star-market-ipo-registration-takes-6154 NashNova en 2026-07-10T06:41:56.049Z Domestic AI Chip Maker Enflame Technology's STAR Market IPO Registration Takes Effect https://www.nashnova.com/feed/special/volkswagen-restructuring-plan-lacks-details-analysts-criticize-insufficient-6153 NashNova en 2026-07-10T06:32:28.211Z Volkswagen Restructuring Plan Lacks Details, Analysts Criticize Insufficient Progress https://www.nashnova.com/feed/special/apollos-5-7-billion-bid-for-easyjet-surpasses-castlelake-6152 NashNova en 2026-07-10T06:26:56.345Z Apollo's £5.7 Billion Bid for easyJet Surpasses Castlelake https://www.nashnova.com/feed/special/germanys-june-final-cpi-confirms-2-4-percent-yoy-increase-6151 NashNova en 2026-07-10T06:21:43.334Z Germany's June Final CPI Confirms 2.4% YoY Increase https://www.nashnova.com/feed/special/sk-hynix-restarts-dalian-phase-2-as-nand-prices-surge-over-70-percent-in-a-6150 NashNova en 2026-07-10T06:18:41.466Z SK Hynix Restarts Dalian Phase 2 as NAND Prices Surge Over 70% in a Single Quarter https://www.nashnova.com/feed/special/samsung-develops-gaia-ai-pc-chip-samples-sent-to-lenovo-and-hp-6149 NashNova en 2026-07-10T06:17:15.776Z Samsung Develops GAIA AI PC Chip, Samples Sent to Lenovo and HP https://www.nashnova.com/feed/special/meta-faces-1-4-trillion-claims-from-four-states-6148 NashNova en 2026-07-10T06:13:25.729Z Meta Faces $1.4 Trillion Claims from Four States https://www.nashnova.com/feed/special/blackrock-chinese-assets-can-diversify-global-portfolio-risk-6147 NashNova en 2026-07-10T06:12:09.476Z BlackRock: Chinese Assets Can Diversify Global Portfolio Risk https://www.nashnova.com/feed/special/bernanke-joins-anthropics-long-term-benefit-trust-6146 NashNova en 2026-07-10T05:47:24.527Z Bernanke Joins Anthropic's Long-Term Benefit Trust https://www.nashnova.com/feed/special/goldman-sachs-carry-trade-conditions-at-best-levels-since-2000-6145 NashNova en 2026-07-10T05:27:12.685Z Goldman Sachs: Carry Trade Conditions at Best Levels Since 2000 https://www.nashnova.com/feed/special/chinas-five-year-plan-drops-numerical-urban-employment-target-for-the-first-time-6144 NashNova en 2026-07-10T05:17:09.542Z China's Five-Year Plan Drops Numerical Urban Employment Target for the First Time https://www.nashnova.com/feed/special/tsmc-raises-cowos-2027-capacity-target-to-200k-wafers-6143 NashNova en 2026-07-10T05:13:27.856Z TSMC Raises CoWoS 2027 Capacity Target to 200K Wafers https://www.nashnova.com/feed/special/jcet-plans-10-billion-yuan-capex-in-2026-betting-big-on-ai-advanced-packaging-6142 NashNova en 2026-07-10T05:12:08.017Z JCET Plans ~10 Billion Yuan Capex in 2026, Betting Big on AI Advanced Packaging https://www.nashnova.com/feed/special/goldman-sachs-research-chinas-ai-pcb-supply-chain-accelerates-ecosystem-6141 NashNova en 2026-07-10T04:57:34.264Z Goldman Sachs Research: China's AI PCB Supply Chain Accelerates Ecosystem Migration to Thailand https://www.nashnova.com/feed/special/huawei-china-mobile-and-baidu-co-found-npo-optical-interconnect-standards-6140 NashNova en 2026-07-10T04:32:42.019Z Huawei, China Mobile, and Baidu Co-Found NPO Optical Interconnect Standards Organization https://www.nashnova.com/feed/special/bofa-raises-samsung-electronics-price-target-to-krw-550-000-forecasting-krw-50-6-6139 NashNova en 2026-07-10T04:22:38.219Z BofA Raises Samsung Electronics Price Target to KRW 550,000, Forecasting KRW 50.6 Trillion Profit for 2027 https://www.nashnova.com/feed/special/morgan-stanley-upgrades-lenovo-to-overweight-raises-target-price-to-hk-30-6138 NashNova en 2026-07-10T04:18:53.297Z Morgan Stanley Upgrades Lenovo to Overweight, Raises Target Price to HK$30 https://www.nashnova.com/feed/special/micron-raises-u-s-investment-target-to-250-billion-by-2035-6137 NashNova en 2026-07-10T04:17:07.216Z Micron Raises U.S. Investment Target to $250 Billion by 2035 https://www.nashnova.com/feed/special/openai-and-google-sold-ai-services-to-u-s-blacklisted-chinese-companies-6136 NashNova en 2026-07-10T04:15:55.643Z OpenAI and Google Sold AI Services to U.S.-Blacklisted Chinese Companies https://www.nashnova.com/feed/special/nhs-hospitals-admit-significant-errors-in-palantir-contract-data-6135 NashNova en 2026-07-10T04:14:38.189Z NHS Hospitals Admit Significant Errors in Palantir Contract Data https://www.nashnova.com/feed/special/hsbc-markets-hang-seng-banks-problem-loans-to-investors-6134 NashNova en 2026-07-10T04:13:23.142Z HSBC Markets Hang Seng Bank's Problem Loans to Investors https://www.nashnova.com/feed/special/ft-sk-hynixs-massive-rights-issue-reflects-overheated-market-6133 NashNova en 2026-07-10T04:12:17.230Z FT: SK Hynix's Massive Rights Issue Reflects Overheated Market https://www.nashnova.com/zh/feed/special/u-s-household-stock-holdings-hit-all-time-high-as-share-of-total-assets-6227 NashNova zh-cn 2026-07-10T16:51:57.387Z 美国家庭股票持仓占比创历史新高 https://www.nashnova.com/zh/feed/special/apple-hits-all-time-high-becomes-ai-trade-hedge-target-6226 NashNova zh-cn 2026-07-10T16:48:20.645Z 苹果创历史新高，成AI交易对冲标的 https://www.nashnova.com/zh/feed/special/u-s-eases-export-controls-on-uae-unlocking-ai-chip-sales-from-nvidia-and-others-6225 NashNova zh-cn 2026-07-10T16:47:03.352Z 美国放宽对UAE出口管制，英伟达等AI芯片销售解禁 https://www.nashnova.com/zh/feed/special/bofa-developed-market-central-banks-turn-net-hawkish-bearish-on-equities-6224 NashNova zh-cn 2026-07-10T16:32:47.238Z 美银：发达市场央行转为净加息，看空股市 https://www.nashnova.com/zh/feed/special/wells-fargo-upgrades-seagate-and-raises-price-targets-for-two-storage-stocks-6223 NashNova zh-cn 2026-07-10T16:26:59.414Z 富国银行上调希捷评级及两家存储股目标价 https://www.nashnova.com/zh/feed/special/cpi-data-approaching-85-percent-probability-the-fed-pauses-rate-hikes-in-july-6222 NashNova zh-cn 2026-07-10T16:22:04.088Z CPI数据将至，美联储7月暂停加息概率约85% https://www.nashnova.com/zh/feed/special/u-s-housing-bill-takes-effect-automatically-digital-dollar-banned-for-four-years-6221 NashNova zh-cn 2026-07-10T16:17:10.549Z 美国住房法案自动生效，数字美元被禁四年 https://www.nashnova.com/zh/feed/special/metas-3-year-ai-capex-hits-534b-free-cash-flow-bottoms-in-2027-6220 NashNova zh-cn 2026-07-10T16:07:37.914Z Meta三年AI资本开支5340亿美元，现金流2027年触底 https://www.nashnova.com/zh/feed/special/south-korean-tanker-stranded-near-saudi-arabia-as-hormuz-transit-risks-escalate-6219 NashNova zh-cn 2026-07-10T15:48:30.950Z 韩国油轮滞留沙特附近，霍尔木兹通行风险再升 https://www.nashnova.com/zh/feed/special/sk-group-chairman-u-s-investment-to-far-exceed-35-billion-plans-to-launch-memory-6218 NashNova zh-cn 2026-07-10T15:47:09.232Z SK集团董事长：美国投资将远超350亿美元，拟推存储租用服务 https://www.nashnova.com/zh/feed/special/trump-ceasefire-has-ended-u-s-iran-negotiations-will-continue-6217 NashNova zh-cn 2026-07-10T15:31:58.766Z 特朗普：停火已终止，美伊谈判仍将继续 https://www.nashnova.com/zh/feed/special/citi-outsized-earnings-day-moves-in-u-s-stocks-have-become-the-new-normal-6216 NashNova zh-cn 2026-07-10T15:27:46.537Z 花旗：美股财报日大波动已成新常态 https://www.nashnova.com/zh/feed/special/sk-hynix-listing-pressures-micron-as-mu-options-implied-volatility-surges-to-6215 NashNova zh-cn 2026-07-10T15:17:22.012Z SK海力士上市冲击美光，MU期权隐波率升至92% https://www.nashnova.com/zh/feed/special/fed-report-inflation-rises-again-this-spring-labor-market-stabilizes-6214 NashNova zh-cn 2026-07-10T15:10:18.038Z 美联储报告：通胀今春再升，劳动力市场趋稳 https://www.nashnova.com/zh/feed/special/morgan-stanley-chip-stocks-face-pricing-power-pressure-valuations-already-6213 NashNova zh-cn 2026-07-10T14:32:48.151Z 摩根士丹利：芯片股定价权受压，估值已过高 https://www.nashnova.com/zh/feed/special/sk-hynix-adr-pre-market-indicative-price-surges-17-percent-above-offering-price-6212 NashNova zh-cn 2026-07-10T14:17:26.854Z SK海力士ADR盘前指示价较发行价涨17% https://www.nashnova.com/zh/feed/special/u-s-retail-investor-net-buying-falls-to-lowest-since-the-pandemic-6211 NashNova zh-cn 2026-07-10T14:14:44.985Z 美股散户净买入跌至疫情以来最低 https://www.nashnova.com/zh/feed/special/goldman-sachs-raises-2031-leo-satellite-forecast-to-300-000-6210 NashNova zh-cn 2026-07-10T14:13:25.280Z 高盛将2031年低轨卫星预测上调至30万颗 https://www.nashnova.com/zh/feed/special/south-korea-and-taiwan-lead-46-1-billion-equity-outflows-from-emerging-markets-6209 NashNova zh-cn 2026-07-10T14:12:05.092Z 韩国台湾领跑新兴市场股票外流461亿美元 https://www.nashnova.com/zh/feed/special/bofa-hold-stocks-for-now-tail-risks-each-have-hedging-strategies-6208 NashNova zh-cn 2026-07-10T13:57:05.244Z 美银：当前宜持股观望，尾部风险各有对冲策略 https://www.nashnova.com/zh/feed/special/stifel-raises-price-targets-for-top-three-semiconductor-equipment-makers-6207 NashNova zh-cn 2026-07-10T13:55:46.495Z Stifel上调半导体设备三巨头目标价，预计2026年设备支出达1500亿美元 https://www.nashnova.com/zh/feed/special/jpmorgan-private-blockchains-are-bitcoins-biggest-structural-threat-6206 NashNova zh-cn 2026-07-10T13:38:01.512Z 摩根大通：私有区块链才是比特币最大结构性威胁 https://www.nashnova.com/zh/feed/special/hsbcs-top-10-buy-rated-stocks-to-watch-this-earnings-season-6205 NashNova zh-cn 2026-07-10T13:34:49.130Z 汇丰列10只财报季重点买入股 https://www.nashnova.com/zh/feed/special/boeings-fourth-737-max-production-line-goes-live-max-7-certification-expected-6204 NashNova zh-cn 2026-07-10T13:33:23.212Z 波音第四条737 MAX产线投运，MAX 7认证本月有望获批 https://www.nashnova.com/zh/feed/special/duan-yongping-increases-stake-in-pop-mart-holdings-exceed-100-million-shares-6203 NashNova zh-cn 2026-07-10T13:32:17.316Z 段永平增持泡泡玛特，持股破亿 https://www.nashnova.com/zh/feed/special/goldman-sachs-who-will-be-the-long-term-winner-among-chinas-ai-large-models-6202 NashNova zh-cn 2026-07-10T13:23:19.147Z 高盛：中国AI大模型谁是长期赢家 https://www.nashnova.com/zh/feed/special/china-equity-funds-see-9-billion-weekly-inflow-largest-since-december-6201 NashNova zh-cn 2026-07-10T13:21:48.566Z 中国股票基金单周流入90亿美元创12月来最大 https://www.nashnova.com/zh/feed/special/susquehanna-pulls-out-of-china-venture-capital-team-6200 NashNova zh-cn 2026-07-10T13:16:12.590Z Susquehanna撤出中国风险投资团队 https://www.nashnova.com/zh/feed/special/standard-chartered-maintains-year-end-bitcoin-target-of-100-000-6199 NashNova zh-cn 2026-07-10T13:11:59.276Z 渣打银行维持比特币年底10万美元目标价 https://www.nashnova.com/zh/feed/special/musk-says-spacex-will-exceed-earths-total-value-6198 NashNova zh-cn 2026-07-10T12:48:00.128Z 马斯克称SpaceX将超越地球总价值 https://www.nashnova.com/zh/feed/special/nvidia-supplier-king-yuan-electronics-plans-u-s-factory-with-up-to-1-4-billion-6197 NashNova zh-cn 2026-07-10T12:41:50.090Z 英伟达供应商京元电子拟赴美建厂，投资最高14亿美元 https://www.nashnova.com/zh/feed/special/bofa-japanese-bank-stocks-may-serve-as-leading-signal-for-global-selloff-6196 NashNova zh-cn 2026-07-10T12:22:36.133Z 美银：日本银行股或成全球大跌先行信号 https://www.nashnova.com/zh/feed/special/humanoid-robot-completes-live-surgery-for-the-first-time-6195 NashNova zh-cn 2026-07-10T12:18:28.698Z 人形机器人首次完成活体手术 https://www.nashnova.com/zh/feed/special/xpeng-launches-employee-testing-for-robotaxi-plans-pilot-operations-in-guangzhou-6194 NashNova zh-cn 2026-07-10T12:17:01.907Z 小鹏Robotaxi启动员工测试，2026年广州试运营 https://www.nashnova.com/zh/feed/special/goldman-sachs-u-s-etf-net-inflows-surpass-1-trillion-year-to-date-6193 NashNova zh-cn 2026-07-10T11:57:14.669Z 高盛：美国ETF年内净流入突破1万亿美元 https://www.nashnova.com/zh/feed/special/u-s-corporate-buybacks-approach-1-trillion-yet-insiders-arent-following-suit-6192 NashNova zh-cn 2026-07-10T11:37:24.988Z 美企股票回购逼近万亿美元，内部人士却未跟进买入 https://www.nashnova.com/zh/feed/special/one-month-after-spacex-ipo-tesla-stock-remains-largely-steady-6191 NashNova zh-cn 2026-07-10T11:33:45.672Z SpaceX上市一个月，特斯拉股价基本持稳 https://www.nashnova.com/zh/feed/special/sk-hynix-eyes-u-s-listing-as-strategists-warn-of-bubble-like-volatility-in-chip-6190 NashNova zh-cn 2026-07-10T11:32:21.391Z SK海力士赴美上市，策略师警示芯片板块泡沫化波动 https://www.nashnova.com/zh/feed/special/vankes-h1-loss-may-widen-to-15-billion-yuan-6189 NashNova zh-cn 2026-07-10T11:22:09.698Z 万科上半年亏损或扩至150亿元 https://www.nashnova.com/zh/feed/special/big-five-tech-giants-debt-doubles-to-350-billion-over-five-years-6188 NashNova zh-cn 2026-07-10T11:09:59.060Z 五大科技巨头五年债务翻倍至3500亿美元 https://www.nashnova.com/zh/feed/special/uae-june-crude-output-hits-record-high-of-4-1-million-barrels-per-day-6187 NashNova zh-cn 2026-07-10T11:08:25.617Z 阿联酋6月原油产量创历史新高至410万桶/日 https://www.nashnova.com/zh/feed/special/netflix-pivots-to-live-tv-as-stock-faces-pressure-from-declining-market-share-6186 NashNova zh-cn 2026-07-10T11:07:04.504Z Netflix转向直播TV，股价承压市占率下滑 https://www.nashnova.com/zh/feed/special/china-life-invests-5-billion-yuan-to-set-up-fund-betting-on-semiconductor-supply-6185 NashNova zh-cn 2026-07-10T11:02:33.523Z 中国人寿50亿元设基金押注半导体产业链 https://www.nashnova.com/zh/feed/special/crypto-market-rallies-against-the-trend-as-altcoin-sentiment-warms-up-6184 NashNova zh-cn 2026-07-10T10:48:16.695Z 加密市场逆势上涨，山寨币情绪回暖 https://www.nashnova.com/zh/feed/special/delta-air-lines-q2-results-beat-expectations-full-year-profit-guidance-6183 NashNova zh-cn 2026-07-10T10:43:20.309Z 达美航空Q2业绩超预期，全年利润指引重启 https://www.nashnova.com/zh/feed/special/bp-considers-exiting-uk-north-sea-as-new-ceo-leads-asset-streamlining-6182 NashNova zh-cn 2026-07-10T10:41:57.839Z BP考虑退出英国北海，新CEO主导资产瘦身 https://www.nashnova.com/zh/feed/special/circle-receives-occ-approval-to-establish-national-trust-bank-6181 NashNova zh-cn 2026-07-10T10:32:07.767Z Circle获美国OCC批准设立国家信托银行 https://www.nashnova.com/zh/feed/special/uk-designates-microsoft-google-amazon-and-oracle-as-critical-third-parties-for-6180 NashNova zh-cn 2026-07-10T10:21:59.074Z 英国将微软谷歌亚马逊甲骨文列为金融关键第三方 https://www.nashnova.com/zh/feed/special/european-earnings-revision-momentum-hits-two-year-high-6179 NashNova zh-cn 2026-07-10T10:18:00.837Z 欧洲盈利预期升速创两年新高 https://www.nashnova.com/zh/feed/special/eu-charges-meta-with-addictive-design-violations-facing-fines-up-to-6-percent-of-6178 NashNova zh-cn 2026-07-10T10:12:06.517Z 欧盟指控Meta上瘾性设计违规，最高罚全球营收6% https://www.nashnova.com/zh/feed/special/southbound-capital-net-sold-nearly-hk-6b-zhipu-ai-received-over-hk-2-8b-in-6177 NashNova zh-cn 2026-07-10T10:02:50.599Z 北水净卖出近60亿，智谱单日获买入逾28亿港元 https://www.nashnova.com/zh/feed/special/nanya-technologys-2027-capex-to-expand-beyond-nt-200-billion-roughly-quadrupling-6176 NashNova zh-cn 2026-07-10T09:37:19.487Z 南亚科技2027年资本支出扩至逾2000亿新台币，约为今年四倍 https://www.nashnova.com/zh/feed/special/china-announces-immediate-temporary-ban-on-helium-exports-6175 NashNova zh-cn 2026-07-10T09:21:50.312Z 中国宣布即时临时禁止氦气出口 https://www.nashnova.com/zh/feed/special/volkswagen-q2-global-deliveries-drop-8-6-percent-china-market-plunges-36-6-6173 NashNova zh-cn 2026-07-10T09:20:58.946Z 大众Q2全球交付量降8.6%，中国市场跌36.6% https://www.nashnova.com/zh/feed/special/shein-advances-hong-kong-ipo-preparations-aims-to-raise-billions-of-dollars-6174 NashNova zh-cn 2026-07-10T09:20:10.346Z Shein推进香港IPO筹备，拟募资数十亿美元 https://www.nashnova.com/zh/feed/special/hong-kong-market-close-hang-seng-index-up-0-6-percent-commercial-aerospace-6172 NashNova zh-cn 2026-07-10T09:13:49.519Z 港股收盘：恒指涨0.6%，商业航天冲高，算力股回落 https://www.nashnova.com/zh/feed/special/iphone-18-pro-max-bom-cost-may-rise-300-with-memory-accounting-for-nearly-half-6171 NashNova zh-cn 2026-07-10T09:12:11.434Z iPhone 18 Pro Max物料成本或涨300美元，内存占比近半 https://www.nashnova.com/zh/feed/special/vanguard-positions-in-short-term-tips-to-hedge-underpriced-inflation-risk-6170 NashNova zh-cn 2026-07-10T09:08:21.418Z 先锋资管布局短期TIPS对冲通胀低估风险 https://www.nashnova.com/zh/feed/special/doubao-ai-agent-phone-goes-on-sale-at-waic-with-initial-stock-of-500-000-units-6169 NashNova zh-cn 2026-07-10T09:07:08.034Z 豆包AI智能体手机WAIC开售，首批备货50万台 https://www.nashnova.com/zh/feed/special/boj-plans-to-raise-growth-forecasts-while-staying-alert-to-upside-inflation-6168 NashNova zh-cn 2026-07-10T08:42:44.070Z 日本央行拟上调增长预测，维持通胀上行警惕 https://www.nashnova.com/zh/feed/special/iea-global-oil-demand-posts-first-annual-decline-since-2020-as-u-s-iran-tensions-6167 NashNova zh-cn 2026-07-10T08:41:47.050Z IEA：全球石油需求2020年来首次年度下滑，美伊局势添变数 https://www.nashnova.com/zh/feed/special/q2-global-pc-shipments-down-3-6-percent-yoy-as-memory-price-hikes-suppress-6166 NashNova zh-cn 2026-07-10T08:28:28.165Z Q2全球PC出货量同比降3.6%，内存涨价压制需求 https://www.nashnova.com/zh/feed/special/iea-cuts-russia-oil-output-forecast-citing-ukrainian-attacks-as-key-factor-6165 NashNova zh-cn 2026-07-10T08:27:21.355Z IEA下调俄罗斯石油产量预测，乌克兰袭击是主因 https://www.nashnova.com/zh/feed/special/goldman-sachs-ai-driven-mlcc-demand-market-size-to-grow-7-4x-from-fy25-to-fy28-6164 NashNova zh-cn 2026-07-10T08:15:34.149Z 高盛：AI驱动MLCC需求，FY25至FY28市场规模增7.4倍 https://www.nashnova.com/zh/feed/special/asus-june-revenue-surpasses-nt-100-billion-for-the-first-time-as-ai-servers-6163 NashNova zh-cn 2026-07-10T08:14:16.665Z 华硕6月营收首破千亿新台币，AI服务器驱动全年目标上调 https://www.nashnova.com/zh/feed/special/morgan-stanley-hk-stock-liquidity-improves-in-august-recommends-gradually-6162 NashNova zh-cn 2026-07-10T08:13:07.909Z 摩根士丹利：8月港股流动性改善，建议逐步吸纳中资股 https://www.nashnova.com/zh/feed/special/south-koreas-leveraged-etf-assets-surge-as-barclays-calls-risks-frightening-6161 NashNova zh-cn 2026-07-10T08:11:57.468Z 韩国杠杆ETF规模激增，巴克莱称风险"令人恐惧" https://www.nashnova.com/zh/feed/special/jefferies-south-korea-stock-market-pullback-is-normal-and-healthy-6160 NashNova zh-cn 2026-07-10T08:07:07.119Z 杰富瑞：韩国股市回调属正常健康 https://www.nashnova.com/zh/feed/special/semianalysis-memory-shortage-to-persist-for-years-cpo-deployment-delayed-to-2029-6159 NashNova zh-cn 2026-07-10T07:43:38.505Z SemiAnalysis：存储短缺持续数年，CPO落地推迟至2029年 https://www.nashnova.com/zh/feed/special/us-iran-conflict-reignites-ecbs-fight-against-inflation-back-to-square-one-6158 NashNova zh-cn 2026-07-10T07:42:04.169Z 美伊战事重燃，欧洲央行抗通胀回到原点 https://www.nashnova.com/zh/feed/special/goldman-sachs-hong-kong-ipo-fundraising-on-track-to-hit-60-billion-for-the-full-6157 NashNova zh-cn 2026-07-10T07:37:25.411Z 高盛：港股IPO全年集资有望冲击600亿美元 https://www.nashnova.com/zh/feed/special/iron-ore-up-1-6-percent-this-week-boosted-by-bhp-strike-and-fmg-dispute-6156 NashNova zh-cn 2026-07-10T07:07:01.439Z 铁矿石本周涨1.6%，必和必拓罢工与FMG争端双重提振 https://www.nashnova.com/zh/feed/special/citi-true-tech-stocks-have-low-weighting-in-hong-kong-market-hang-seng-unlikely-6155 NashNova zh-cn 2026-07-10T07:02:02.108Z 花旗：港股真科技股占比低，下半年恒指难大幅反弹 https://www.nashnova.com/zh/feed/special/domestic-ai-chip-maker-enflame-technologys-star-market-ipo-registration-takes-6154 NashNova zh-cn 2026-07-10T06:41:56.049Z 国产AI芯片燧原科技科创板IPO注册生效 https://www.nashnova.com/zh/feed/special/volkswagen-restructuring-plan-lacks-details-analysts-criticize-insufficient-6153 NashNova zh-cn 2026-07-10T06:32:28.211Z 大众重组计划细节匮乏，分析师批评进展不足 https://www.nashnova.com/zh/feed/special/apollos-5-7-billion-bid-for-easyjet-surpasses-castlelake-6152 NashNova zh-cn 2026-07-10T06:26:56.345Z 阿波罗57亿英镑竞购易捷航空，超越凯斯特莱克 https://www.nashnova.com/zh/feed/special/germanys-june-final-cpi-confirms-2-4-percent-yoy-increase-6151 NashNova zh-cn 2026-07-10T06:21:43.334Z 德国6月CPI终值确认同比涨2.4% https://www.nashnova.com/zh/feed/special/sk-hynix-restarts-dalian-phase-2-as-nand-prices-surge-over-70-percent-in-a-6150 NashNova zh-cn 2026-07-10T06:18:41.466Z SK海力士重启大连二期，NAND单季涨价超70% https://www.nashnova.com/zh/feed/special/samsung-develops-gaia-ai-pc-chip-samples-sent-to-lenovo-and-hp-6149 NashNova zh-cn 2026-07-10T06:17:15.776Z 三星开发AI PC专用芯片GAIA，已向联想惠普供样 https://www.nashnova.com/zh/feed/special/meta-faces-1-4-trillion-claims-from-four-states-6148 NashNova zh-cn 2026-07-10T06:13:25.729Z Meta面临四州1.4万亿美元索赔 https://www.nashnova.com/zh/feed/special/blackrock-chinese-assets-can-diversify-global-portfolio-risk-6147 NashNova zh-cn 2026-07-10T06:12:09.476Z 贝莱德：中国资产可分散全球投资组合风险 https://www.nashnova.com/zh/feed/special/bernanke-joins-anthropics-long-term-benefit-trust-6146 NashNova zh-cn 2026-07-10T05:47:24.527Z 伯南克加入Anthropic长期利益信托 https://www.nashnova.com/zh/feed/special/goldman-sachs-carry-trade-conditions-at-best-levels-since-2000-6145 NashNova zh-cn 2026-07-10T05:27:12.685Z 高盛：套息交易处于2000年以来最佳条件 https://www.nashnova.com/zh/feed/special/chinas-five-year-plan-drops-numerical-urban-employment-target-for-the-first-time-6144 NashNova zh-cn 2026-07-10T05:17:09.542Z 中国五年规划首次删除城镇就业数字目标 https://www.nashnova.com/zh/feed/special/tsmc-raises-cowos-2027-capacity-target-to-200k-wafers-6143 NashNova zh-cn 2026-07-10T05:13:27.856Z 台积电CoWoS 2027年产能目标升至20万片 https://www.nashnova.com/zh/feed/special/jcet-plans-10-billion-yuan-capex-in-2026-betting-big-on-ai-advanced-packaging-6142 NashNova zh-cn 2026-07-10T05:12:08.017Z 长电科技2026年资本开支约100亿元，押注AI先进封装 https://www.nashnova.com/zh/feed/special/goldman-sachs-research-chinas-ai-pcb-supply-chain-accelerates-ecosystem-6141 NashNova zh-cn 2026-07-10T04:57:34.264Z 高盛调研：中国AI PCB产业链泰国生态迁移提速 https://www.nashnova.com/zh/feed/special/huawei-china-mobile-and-baidu-co-found-npo-optical-interconnect-standards-6140 NashNova zh-cn 2026-07-10T04:32:42.019Z 华为联合中国移动百度发起NPO光互联标准组织 https://www.nashnova.com/zh/feed/special/bofa-raises-samsung-electronics-price-target-to-krw-550-000-forecasting-krw-50-6-6139 NashNova zh-cn 2026-07-10T04:22:38.219Z 美银上调三星电子目标价至55万韩元，2027年利润预测506万亿韩元 https://www.nashnova.com/zh/feed/special/morgan-stanley-upgrades-lenovo-to-overweight-raises-target-price-to-hk-30-6138 NashNova zh-cn 2026-07-10T04:18:53.297Z 大摩上调联想评级至增持，目标价升至30港元 https://www.nashnova.com/zh/feed/special/micron-raises-u-s-investment-target-to-250-billion-by-2035-6137 NashNova zh-cn 2026-07-10T04:17:07.216Z 美光2035年美国投资额升至2500亿美元 https://www.nashnova.com/zh/feed/special/openai-and-google-sold-ai-services-to-u-s-blacklisted-chinese-companies-6136 NashNova zh-cn 2026-07-10T04:15:55.643Z OpenAI和谷歌向美国黑名单中企出售AI服务 https://www.nashnova.com/zh/feed/special/nhs-hospitals-admit-significant-errors-in-palantir-contract-data-6135 NashNova zh-cn 2026-07-10T04:14:38.189Z NHS医院承认Palantir合同数据存在大量错误 https://www.nashnova.com/zh/feed/special/hsbc-markets-hang-seng-banks-problem-loans-to-investors-6134 NashNova zh-cn 2026-07-10T04:13:23.142Z 汇丰向投资者兜售恒生银行问题贷款 https://www.nashnova.com/zh/feed/special/ft-sk-hynixs-massive-rights-issue-reflects-overheated-market-6133 NashNova zh-cn 2026-07-10T04:12:17.230Z FT：SK海力士巨额配股折射市场过热 https://www.nashnova.com/zh/feed/special/6132 NashNova zh-cn 2026-07-10T03:52:37.208Z 日债收益率逼近三十年高位，法兴警告冲击全球估值 https://www.nashnova.com/zh/feed/special/minimax-ceo-5-percent-6131 NashNova zh-cn 2026-07-10T03:37:02.031Z MiniMax CEO放弃薪酬并出让5%股份 https://www.nashnova.com/zh/feed/special/hbm4-2027-ai-dram-6130 NashNova zh-cn 2026-07-10T03:17:46.896Z HBM4价格2027年或翻倍，AI需求锁定半数DRAM产能 https://www.nashnova.com/zh/feed/special/5-6129 NashNova zh-cn 2026-07-10T03:16:32.106Z 环球晶圆与美光签十年供货协议，附5亿美元战略资金 https://www.nashnova.com/zh/feed/special/6128 NashNova zh-cn 2026-07-10T03:15:16.115Z 欧盟关税倒逼中国车企转向欧洲本地生产 https://www.nashnova.com/zh-hant/feed/special/u-s-household-stock-holdings-hit-all-time-high-as-share-of-total-assets-6227 NashNova zh-tw 2026-07-10T16:51:57.387Z 美國家庭股票持倉佔比創歷史新高 https://www.nashnova.com/zh-hant/feed/special/apple-hits-all-time-high-becomes-ai-trade-hedge-target-6226 NashNova zh-tw 2026-07-10T16:48:20.645Z 蘋果創歷史新高，成AI交易對沖標的 https://www.nashnova.com/zh-hant/feed/special/u-s-eases-export-controls-on-uae-unlocking-ai-chip-sales-from-nvidia-and-others-6225 NashNova zh-tw 2026-07-10T16:47:03.352Z 美國放寬對UAE出口管制，輝達等AI晶片銷售解禁 https://www.nashnova.com/zh-hant/feed/special/bofa-developed-market-central-banks-turn-net-hawkish-bearish-on-equities-6224 NashNova zh-tw 2026-07-10T16:32:47.238Z 美銀：已開發市場央行轉為淨升息，看空股市 https://www.nashnova.com/zh-hant/feed/special/wells-fargo-upgrades-seagate-and-raises-price-targets-for-two-storage-stocks-6223 NashNova zh-tw 2026-07-10T16:26:59.414Z 富國銀行上調希捷評級及兩家存儲股目標價 https://www.nashnova.com/zh-hant/feed/special/cpi-data-approaching-85-percent-probability-the-fed-pauses-rate-hikes-in-july-6222 NashNova zh-tw 2026-07-10T16:22:04.088Z CPI數據將至，聯準會7月暫停升息機率約85% https://www.nashnova.com/zh-hant/feed/special/u-s-housing-bill-takes-effect-automatically-digital-dollar-banned-for-four-years-6221 NashNova zh-tw 2026-07-10T16:17:10.549Z 美國住房法案自動生效，數字美元被禁四年 https://www.nashnova.com/zh-hant/feed/special/metas-3-year-ai-capex-hits-534b-free-cash-flow-bottoms-in-2027-6220 NashNova zh-tw 2026-07-10T16:07:37.914Z Meta三年AI資本開支5340億美元，現金流2027年觸底 https://www.nashnova.com/zh-hant/feed/special/south-korean-tanker-stranded-near-saudi-arabia-as-hormuz-transit-risks-escalate-6219 NashNova zh-tw 2026-07-10T15:48:30.950Z 韓國油輪滯留沙特附近，霍爾木茲通行風險再升 https://www.nashnova.com/zh-hant/feed/special/sk-group-chairman-u-s-investment-to-far-exceed-35-billion-plans-to-launch-memory-6218 NashNova zh-tw 2026-07-10T15:47:09.232Z SK集團董事長：美國投資將遠超350億美元，擬推存儲租用服務 https://www.nashnova.com/zh-hant/feed/special/trump-ceasefire-has-ended-u-s-iran-negotiations-will-continue-6217 NashNova zh-tw 2026-07-10T15:31:58.766Z 特朗普：停火已終止，美伊談判仍將繼續 https://www.nashnova.com/zh-hant/feed/special/citi-outsized-earnings-day-moves-in-u-s-stocks-have-become-the-new-normal-6216 NashNova zh-tw 2026-07-10T15:27:46.537Z 花旗：美股財報日大波動已成新常態 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-listing-pressures-micron-as-mu-options-implied-volatility-surges-to-6215 NashNova zh-tw 2026-07-10T15:17:22.012Z SK海力士上市衝擊美光，MU期權隱波率升至92% https://www.nashnova.com/zh-hant/feed/special/fed-report-inflation-rises-again-this-spring-labor-market-stabilizes-6214 NashNova zh-tw 2026-07-10T15:10:18.038Z 美聯儲報告：通膨今春再升，勞動力市場趨穩 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-chip-stocks-face-pricing-power-pressure-valuations-already-6213 NashNova zh-tw 2026-07-10T14:32:48.151Z 摩根士丹利：晶片股定價權受壓，估值已過高 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-adr-pre-market-indicative-price-surges-17-percent-above-offering-price-6212 NashNova zh-tw 2026-07-10T14:17:26.854Z SK海力士ADR盤前指示價較發行價漲17% https://www.nashnova.com/zh-hant/feed/special/u-s-retail-investor-net-buying-falls-to-lowest-since-the-pandemic-6211 NashNova zh-tw 2026-07-10T14:14:44.985Z 美股散戶淨買入跌至疫情以來最低 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-raises-2031-leo-satellite-forecast-to-300-000-6210 NashNova zh-tw 2026-07-10T14:13:25.280Z 高盛將2031年低軌衛星預測上調至30萬顆 https://www.nashnova.com/zh-hant/feed/special/south-korea-and-taiwan-lead-46-1-billion-equity-outflows-from-emerging-markets-6209 NashNova zh-tw 2026-07-10T14:12:05.092Z 韓國台灣領跑新興市場股票外流461億美元 https://www.nashnova.com/zh-hant/feed/special/bofa-hold-stocks-for-now-tail-risks-each-have-hedging-strategies-6208 NashNova zh-tw 2026-07-10T13:57:05.244Z 美銀：當前宜持股觀望，尾部風險各有對沖策略 https://www.nashnova.com/zh-hant/feed/special/stifel-raises-price-targets-for-top-three-semiconductor-equipment-makers-6207 NashNova zh-tw 2026-07-10T13:55:46.495Z Stifel上調半導體設備三巨頭目標價，預計2026年設備支出達1500億美元 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-private-blockchains-are-bitcoins-biggest-structural-threat-6206 NashNova zh-tw 2026-07-10T13:38:01.512Z 摩根大通：私有區塊鏈才是比特幣最大結構性威脅 https://www.nashnova.com/zh-hant/feed/special/hsbcs-top-10-buy-rated-stocks-to-watch-this-earnings-season-6205 NashNova zh-tw 2026-07-10T13:34:49.130Z 匯豐列10隻財報季重點買入股 https://www.nashnova.com/zh-hant/feed/special/boeings-fourth-737-max-production-line-goes-live-max-7-certification-expected-6204 NashNova zh-tw 2026-07-10T13:33:23.212Z 波音第四條737 MAX產線投運，MAX 7認證本月有望獲批 https://www.nashnova.com/zh-hant/feed/special/duan-yongping-increases-stake-in-pop-mart-holdings-exceed-100-million-shares-6203 NashNova zh-tw 2026-07-10T13:32:17.316Z 段永平增持泡泡瑪特，持股破億 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-who-will-be-the-long-term-winner-among-chinas-ai-large-models-6202 NashNova zh-tw 2026-07-10T13:23:19.147Z 高盛：中國AI大模型誰是長期贏家 https://www.nashnova.com/zh-hant/feed/special/china-equity-funds-see-9-billion-weekly-inflow-largest-since-december-6201 NashNova zh-tw 2026-07-10T13:21:48.566Z 中國股票基金單週流入90億美元創12月來最大 https://www.nashnova.com/zh-hant/feed/special/susquehanna-pulls-out-of-china-venture-capital-team-6200 NashNova zh-tw 2026-07-10T13:16:12.590Z Susquehanna撤出中國風險投資團隊 https://www.nashnova.com/zh-hant/feed/special/standard-chartered-maintains-year-end-bitcoin-target-of-100-000-6199 NashNova zh-tw 2026-07-10T13:11:59.276Z 渣打銀行維持比特幣年底10萬美元目標價 https://www.nashnova.com/zh-hant/feed/special/musk-says-spacex-will-exceed-earths-total-value-6198 NashNova zh-tw 2026-07-10T12:48:00.128Z 馬斯克稱SpaceX將超越地球總價值 https://www.nashnova.com/zh-hant/feed/special/nvidia-supplier-king-yuan-electronics-plans-u-s-factory-with-up-to-1-4-billion-6197 NashNova zh-tw 2026-07-10T12:41:50.090Z 輝達供應商京元電子擬赴美建廠，投資最高14億美元 https://www.nashnova.com/zh-hant/feed/special/bofa-japanese-bank-stocks-may-serve-as-leading-signal-for-global-selloff-6196 NashNova zh-tw 2026-07-10T12:22:36.133Z 美銀：日本銀行股或成全球大跌先行信號 https://www.nashnova.com/zh-hant/feed/special/humanoid-robot-completes-live-surgery-for-the-first-time-6195 NashNova zh-tw 2026-07-10T12:18:28.698Z 人形機器人首次完成活體手術 https://www.nashnova.com/zh-hant/feed/special/xpeng-launches-employee-testing-for-robotaxi-plans-pilot-operations-in-guangzhou-6194 NashNova zh-tw 2026-07-10T12:17:01.907Z 小鵬Robotaxi啟動員工測試，2026年廣州試運營 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-u-s-etf-net-inflows-surpass-1-trillion-year-to-date-6193 NashNova zh-tw 2026-07-10T11:57:14.669Z 高盛：美國ETF年內淨流入突破1萬億美元 https://www.nashnova.com/zh-hant/feed/special/u-s-corporate-buybacks-approach-1-trillion-yet-insiders-arent-following-suit-6192 NashNova zh-tw 2026-07-10T11:37:24.988Z 美企股票回購逼近萬億美元，內部人士卻未跟進買入 https://www.nashnova.com/zh-hant/feed/special/one-month-after-spacex-ipo-tesla-stock-remains-largely-steady-6191 NashNova zh-tw 2026-07-10T11:33:45.672Z SpaceX上市一個月，特斯拉股價基本持穩 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-eyes-u-s-listing-as-strategists-warn-of-bubble-like-volatility-in-chip-6190 NashNova zh-tw 2026-07-10T11:32:21.391Z SK海力士赴美上市，策略師警示晶片板塊泡沫化波動 https://www.nashnova.com/zh-hant/feed/special/vankes-h1-loss-may-widen-to-15-billion-yuan-6189 NashNova zh-tw 2026-07-10T11:22:09.698Z 萬科上半年虧損或擴至150億元 https://www.nashnova.com/zh-hant/feed/special/big-five-tech-giants-debt-doubles-to-350-billion-over-five-years-6188 NashNova zh-tw 2026-07-10T11:09:59.060Z 五大科技巨頭五年債務翻倍至3500億美元 https://www.nashnova.com/zh-hant/feed/special/uae-june-crude-output-hits-record-high-of-4-1-million-barrels-per-day-6187 NashNova zh-tw 2026-07-10T11:08:25.617Z 阿聯酋6月原油產量創歷史新高至410萬桶/日 https://www.nashnova.com/zh-hant/feed/special/netflix-pivots-to-live-tv-as-stock-faces-pressure-from-declining-market-share-6186 NashNova zh-tw 2026-07-10T11:07:04.504Z Netflix轉向直播TV，股價承壓市佔率下滑 https://www.nashnova.com/zh-hant/feed/special/china-life-invests-5-billion-yuan-to-set-up-fund-betting-on-semiconductor-supply-6185 NashNova zh-tw 2026-07-10T11:02:33.523Z 中國人壽50億元設基金押注半導體產業鏈 https://www.nashnova.com/zh-hant/feed/special/crypto-market-rallies-against-the-trend-as-altcoin-sentiment-warms-up-6184 NashNova zh-tw 2026-07-10T10:48:16.695Z 加密市場逆勢上漲，山寨幣情緒回暖 https://www.nashnova.com/zh-hant/feed/special/delta-air-lines-q2-results-beat-expectations-full-year-profit-guidance-6183 NashNova zh-tw 2026-07-10T10:43:20.309Z 達美航空Q2業績超預期，全年利潤指引重啟 https://www.nashnova.com/zh-hant/feed/special/bp-considers-exiting-uk-north-sea-as-new-ceo-leads-asset-streamlining-6182 NashNova zh-tw 2026-07-10T10:41:57.839Z BP考慮退出英國北海，新CEO主導資產瘦身 https://www.nashnova.com/zh-hant/feed/special/circle-receives-occ-approval-to-establish-national-trust-bank-6181 NashNova zh-tw 2026-07-10T10:32:07.767Z Circle獲美國OCC批准設立國家信託銀行 https://www.nashnova.com/zh-hant/feed/special/uk-designates-microsoft-google-amazon-and-oracle-as-critical-third-parties-for-6180 NashNova zh-tw 2026-07-10T10:21:59.074Z 英國將微軟谷歌亞馬遜甲骨文列為金融關鍵第三方 https://www.nashnova.com/zh-hant/feed/special/european-earnings-revision-momentum-hits-two-year-high-6179 NashNova zh-tw 2026-07-10T10:18:00.837Z 歐洲盈利預期升速創兩年新高 https://www.nashnova.com/zh-hant/feed/special/eu-charges-meta-with-addictive-design-violations-facing-fines-up-to-6-percent-of-6178 NashNova zh-tw 2026-07-10T10:12:06.517Z 歐盟指控Meta成癮性設計違規，最高罰全球營收6% https://www.nashnova.com/zh-hant/feed/special/southbound-capital-net-sold-nearly-hk-6b-zhipu-ai-received-over-hk-2-8b-in-6177 NashNova zh-tw 2026-07-10T10:02:50.599Z 北水淨賣出近60億，智譜單日獲買入逾28億港元 https://www.nashnova.com/zh-hant/feed/special/nanya-technologys-2027-capex-to-expand-beyond-nt-200-billion-roughly-quadrupling-6176 NashNova zh-tw 2026-07-10T09:37:19.487Z 南亞科技2027年資本支出擴至逾2000億新台幣，約為今年四倍 https://www.nashnova.com/zh-hant/feed/special/china-announces-immediate-temporary-ban-on-helium-exports-6175 NashNova zh-tw 2026-07-10T09:21:50.312Z 中國宣布即時臨時禁止氦氣出口 https://www.nashnova.com/zh-hant/feed/special/volkswagen-q2-global-deliveries-drop-8-6-percent-china-market-plunges-36-6-6173 NashNova zh-tw 2026-07-10T09:20:58.946Z 大眾Q2全球交付量降8.6%，中國市場跌36.6% https://www.nashnova.com/zh-hant/feed/special/shein-advances-hong-kong-ipo-preparations-aims-to-raise-billions-of-dollars-6174 NashNova zh-tw 2026-07-10T09:20:10.346Z Shein推進香港IPO籌備，擬募資數十億美元 https://www.nashnova.com/zh-hant/feed/special/hong-kong-market-close-hang-seng-index-up-0-6-percent-commercial-aerospace-6172 NashNova zh-tw 2026-07-10T09:13:49.519Z 港股收盤：恒指漲0.6%，商業航天衝高，算力股回落 https://www.nashnova.com/zh-hant/feed/special/iphone-18-pro-max-bom-cost-may-rise-300-with-memory-accounting-for-nearly-half-6171 NashNova zh-tw 2026-07-10T09:12:11.434Z iPhone 18 Pro Max物料成本或漲300美元，記憶體佔比近半 https://www.nashnova.com/zh-hant/feed/special/vanguard-positions-in-short-term-tips-to-hedge-underpriced-inflation-risk-6170 NashNova zh-tw 2026-07-10T09:08:21.418Z 先鋒資管佈局短期TIPS對沖通膨低估風險 https://www.nashnova.com/zh-hant/feed/special/doubao-ai-agent-phone-goes-on-sale-at-waic-with-initial-stock-of-500-000-units-6169 NashNova zh-tw 2026-07-10T09:07:08.034Z 豆包AI智能體手機WAIC開售，首批備貨50萬台 https://www.nashnova.com/zh-hant/feed/special/boj-plans-to-raise-growth-forecasts-while-staying-alert-to-upside-inflation-6168 NashNova zh-tw 2026-07-10T08:42:44.070Z 日本央行擬上調增長預測，維持通膨上行警惕 https://www.nashnova.com/zh-hant/feed/special/iea-global-oil-demand-posts-first-annual-decline-since-2020-as-u-s-iran-tensions-6167 NashNova zh-tw 2026-07-10T08:41:47.050Z IEA：全球石油需求2020年來首次年度下滑，美伊局勢添變數 https://www.nashnova.com/zh-hant/feed/special/q2-global-pc-shipments-down-3-6-percent-yoy-as-memory-price-hikes-suppress-6166 NashNova zh-tw 2026-07-10T08:28:28.165Z Q2全球PC出貨量同比降3.6%，記憶體漲價壓制需求 https://www.nashnova.com/zh-hant/feed/special/iea-cuts-russia-oil-output-forecast-citing-ukrainian-attacks-as-key-factor-6165 NashNova zh-tw 2026-07-10T08:27:21.355Z IEA下調俄羅斯石油產量預測，烏克蘭襲擊是主因 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-ai-driven-mlcc-demand-market-size-to-grow-7-4x-from-fy25-to-fy28-6164 NashNova zh-tw 2026-07-10T08:15:34.149Z 高盛：AI驅動MLCC需求，FY25至FY28市場規模增7.4倍 https://www.nashnova.com/zh-hant/feed/special/asus-june-revenue-surpasses-nt-100-billion-for-the-first-time-as-ai-servers-6163 NashNova zh-tw 2026-07-10T08:14:16.665Z 華碩6月營收首破千億新台幣，AI伺服器驅動全年目標上調 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-hk-stock-liquidity-improves-in-august-recommends-gradually-6162 NashNova zh-tw 2026-07-10T08:13:07.909Z 摩根士丹利：8月港股流動性改善，建議逐步吸納中資股 https://www.nashnova.com/zh-hant/feed/special/south-koreas-leveraged-etf-assets-surge-as-barclays-calls-risks-frightening-6161 NashNova zh-tw 2026-07-10T08:11:57.468Z 韓國槓桿ETF規模激增，巴克萊稱風險「令人恐懼」 https://www.nashnova.com/zh-hant/feed/special/jefferies-south-korea-stock-market-pullback-is-normal-and-healthy-6160 NashNova zh-tw 2026-07-10T08:07:07.119Z 傑富瑞：韓國股市回調屬正常健康 https://www.nashnova.com/zh-hant/feed/special/semianalysis-memory-shortage-to-persist-for-years-cpo-deployment-delayed-to-2029-6159 NashNova zh-tw 2026-07-10T07:43:38.505Z SemiAnalysis：存儲短缺持續數年，CPO落地推遲至2029年 https://www.nashnova.com/zh-hant/feed/special/us-iran-conflict-reignites-ecbs-fight-against-inflation-back-to-square-one-6158 NashNova zh-tw 2026-07-10T07:42:04.169Z 美伊戰事重燃，歐洲央行抗通膨回到原點 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-hong-kong-ipo-fundraising-on-track-to-hit-60-billion-for-the-full-6157 NashNova zh-tw 2026-07-10T07:37:25.411Z 高盛：港股IPO全年集資有望衝擊600億美元 https://www.nashnova.com/zh-hant/feed/special/iron-ore-up-1-6-percent-this-week-boosted-by-bhp-strike-and-fmg-dispute-6156 NashNova zh-tw 2026-07-10T07:07:01.439Z 鐵礦石本週漲1.6%，必和必拓罷工與FMG爭端雙重提振 https://www.nashnova.com/zh-hant/feed/special/citi-true-tech-stocks-have-low-weighting-in-hong-kong-market-hang-seng-unlikely-6155 NashNova zh-tw 2026-07-10T07:02:02.108Z 花旗：港股真科技股佔比低，下半年恒指難大幅反彈 https://www.nashnova.com/zh-hant/feed/special/domestic-ai-chip-maker-enflame-technologys-star-market-ipo-registration-takes-6154 NashNova zh-tw 2026-07-10T06:41:56.049Z 國產AI晶片燧原科技科創板IPO註冊生效 https://www.nashnova.com/zh-hant/feed/special/volkswagen-restructuring-plan-lacks-details-analysts-criticize-insufficient-6153 NashNova zh-tw 2026-07-10T06:32:28.211Z 大眾重組計劃細節匱乏，分析師批評進展不足 https://www.nashnova.com/zh-hant/feed/special/apollos-5-7-billion-bid-for-easyjet-surpasses-castlelake-6152 NashNova zh-tw 2026-07-10T06:26:56.345Z 阿波羅57億英鎊競購易捷航空，超越凱斯特萊克 https://www.nashnova.com/zh-hant/feed/special/germanys-june-final-cpi-confirms-2-4-percent-yoy-increase-6151 NashNova zh-tw 2026-07-10T06:21:43.334Z 德國6月CPI終值確認同比漲2.4% https://www.nashnova.com/zh-hant/feed/special/sk-hynix-restarts-dalian-phase-2-as-nand-prices-surge-over-70-percent-in-a-6150 NashNova zh-tw 2026-07-10T06:18:41.466Z SK海力士重啟大連二期，NAND單季漲價超70% https://www.nashnova.com/zh-hant/feed/special/samsung-develops-gaia-ai-pc-chip-samples-sent-to-lenovo-and-hp-6149 NashNova zh-tw 2026-07-10T06:17:15.776Z 三星開發AI PC專用晶片GAIA，已向聯想惠普供樣 https://www.nashnova.com/zh-hant/feed/special/meta-faces-1-4-trillion-claims-from-four-states-6148 NashNova zh-tw 2026-07-10T06:13:25.729Z Meta面臨四州1.4萬億美元索賠 https://www.nashnova.com/zh-hant/feed/special/blackrock-chinese-assets-can-diversify-global-portfolio-risk-6147 NashNova zh-tw 2026-07-10T06:12:09.476Z 貝萊德：中國資產可分散全球投資組合風險 https://www.nashnova.com/zh-hant/feed/special/bernanke-joins-anthropics-long-term-benefit-trust-6146 NashNova zh-tw 2026-07-10T05:47:24.527Z 伯南克加入Anthropic長期利益信託 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-carry-trade-conditions-at-best-levels-since-2000-6145 NashNova zh-tw 2026-07-10T05:27:12.685Z 高盛：套息交易處於2000年以來最佳條件 https://www.nashnova.com/zh-hant/feed/special/chinas-five-year-plan-drops-numerical-urban-employment-target-for-the-first-time-6144 NashNova zh-tw 2026-07-10T05:17:09.542Z 中國五年規劃首次刪除城鎮就業數字目標 https://www.nashnova.com/zh-hant/feed/special/tsmc-raises-cowos-2027-capacity-target-to-200k-wafers-6143 NashNova zh-tw 2026-07-10T05:13:27.856Z 台積電CoWoS 2027年產能目標升至20萬片 https://www.nashnova.com/zh-hant/feed/special/jcet-plans-10-billion-yuan-capex-in-2026-betting-big-on-ai-advanced-packaging-6142 NashNova zh-tw 2026-07-10T05:12:08.017Z 長電科技2026年資本開支約100億元，押注AI先進封裝 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-research-chinas-ai-pcb-supply-chain-accelerates-ecosystem-6141 NashNova zh-tw 2026-07-10T04:57:34.264Z 高盛調研：中國AI PCB產業鏈泰國生態遷移提速 https://www.nashnova.com/zh-hant/feed/special/huawei-china-mobile-and-baidu-co-found-npo-optical-interconnect-standards-6140 NashNova zh-tw 2026-07-10T04:32:42.019Z 華為聯合中國移動百度發起NPO光互聯標準組織 https://www.nashnova.com/zh-hant/feed/special/bofa-raises-samsung-electronics-price-target-to-krw-550-000-forecasting-krw-50-6-6139 NashNova zh-tw 2026-07-10T04:22:38.219Z 美銀上調三星電子目標價至55萬韓元，2027年利潤預測506萬億韓元 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-upgrades-lenovo-to-overweight-raises-target-price-to-hk-30-6138 NashNova zh-tw 2026-07-10T04:18:53.297Z 大摩上調聯想評級至增持，目標價升至30港元 https://www.nashnova.com/zh-hant/feed/special/micron-raises-u-s-investment-target-to-250-billion-by-2035-6137 NashNova zh-tw 2026-07-10T04:17:07.216Z 美光2035年美國投資額升至2500億美元 https://www.nashnova.com/zh-hant/feed/special/openai-and-google-sold-ai-services-to-u-s-blacklisted-chinese-companies-6136 NashNova zh-tw 2026-07-10T04:15:55.643Z OpenAI和谷歌向美國黑名單中企出售AI服務 https://www.nashnova.com/zh-hant/feed/special/nhs-hospitals-admit-significant-errors-in-palantir-contract-data-6135 NashNova zh-tw 2026-07-10T04:14:38.189Z NHS醫院承認Palantir合約數據存在大量錯誤 https://www.nashnova.com/zh-hant/feed/special/hsbc-markets-hang-seng-banks-problem-loans-to-investors-6134 NashNova zh-tw 2026-07-10T04:13:23.142Z 匯豐向投資者兜售恒生銀行問題貸款 https://www.nashnova.com/zh-hant/feed/special/ft-sk-hynixs-massive-rights-issue-reflects-overheated-market-6133 NashNova zh-tw 2026-07-10T04:12:17.230Z FT：SK海力士巨額配股折射市場過熱 https://www.nashnova.com/zh-hant/feed/special/6132 NashNova zh-tw 2026-07-10T03:52:37.208Z 日債收益率逼近三十年高位，法興警告衝擊全球估值 https://www.nashnova.com/zh-hant/feed/special/minimax-ceo-5-percent-6131 NashNova zh-tw 2026-07-10T03:37:02.031Z MiniMax CEO放棄薪酬並出讓5%股份 https://www.nashnova.com/zh-hant/feed/special/hbm4-2027-ai-dram-6130 NashNova zh-tw 2026-07-10T03:17:46.896Z HBM4價格2027年或翻倍，AI需求鎖定半數DRAM產能 https://www.nashnova.com/zh-hant/feed/special/5-6129 NashNova zh-tw 2026-07-10T03:16:32.106Z 環球晶圓與美光簽十年供貨協議，附5億美元戰略資金 https://www.nashnova.com/zh-hant/feed/special/6128 NashNova zh-tw 2026-07-10T03:15:16.115Z 歐盟關稅倒逼中國車企轉向歐洲本地生產