https://www.nashnova.com/feed/special/ecbs-kazaks-inflation-is-unsettling-conditions-exist-for-further-action-10162 nashnova en 2026-08-21T07:33:33.153Z ECB's Kazaks: Inflation Is Unsettling, Conditions Exist for Further Action https://www.nashnova.com/feed/special/samr-publishes-six-typical-merger-review-cases-supporting-anti-involution-10161 nashnova en 2026-08-21T07:25:12.135Z SAMR Publishes Six Typical Merger Review Cases Supporting Anti-"Involution" Competition https://www.nashnova.com/feed/special/goldman-sachs-sustained-cooling-in-inflation-is-the-clearest-path-for-lower-10160 nashnova en 2026-08-21T07:23:51.288Z Goldman Sachs: Sustained Cooling in Inflation Is the Clearest Path for Lower Treasury Yields https://www.nashnova.com/feed/special/chinas-u-s-treasury-holdings-drop-to-18-year-low-evergrande-fined-1-2-billion-10159 nashnova en 2026-08-21T07:13:55.671Z China's U.S. Treasury Holdings Drop to 18-Year Low; Evergrande Fined $1.2 Billion https://www.nashnova.com/feed/special/stmicroelectronics-raises-prices-for-third-time-this-year-as-semiconductor-price-10158 nashnova en 2026-08-21T06:55:17.161Z STMicroelectronics Raises Prices for Third Time This Year as Semiconductor Price Hikes Spread Across Multiple Categories https://www.nashnova.com/feed/special/minimax-launches-multimodal-creative-tool-hong-kong-listed-stock-surges-over-12-10157 nashnova en 2026-08-21T06:53:51.264Z MiniMax Launches Multimodal Creative Tool, Hong Kong-Listed Stock Surges Over 12% Intraday https://www.nashnova.com/feed/special/unitree-robotics-to-be-included-in-the-worlds-largest-humanoid-robot-etf-10156 nashnova en 2026-08-21T06:40:02.277Z Unitree Robotics to Be Included in the World's Largest Humanoid Robot ETF https://www.nashnova.com/feed/special/nvidias-first-vera-rubin-racks-now-operational-at-openai-10155 nashnova en 2026-08-21T06:38:35.273Z NVIDIA's First Vera Rubin Racks Now Operational at OpenAI https://www.nashnova.com/feed/special/jefferies-raises-alibaba-price-target-cloud-acceleration-continues-t-head-chip-10154 nashnova en 2026-08-21T05:58:55.576Z Jefferies Raises Alibaba Price Target: Cloud Acceleration Continues, T-Head Chip Covers 650 Clients https://www.nashnova.com/feed/special/u-s-blockade-squeezes-irans-crude-oil-supply-to-china-potential-cutoff-by-late-10153 nashnova en 2026-08-21T05:45:03.855Z U.S. Blockade Squeezes Iran's Crude Oil Supply to China, Potential Cutoff by Late September https://www.nashnova.com/feed/special/germany-china-auto-trade-reverses-for-the-first-time-turning-to-trade-deficit-in-10152 nashnova en 2026-08-21T05:43:47.324Z Germany-China Auto Trade Reverses for the First Time, Turning to Trade Deficit in Q2 https://www.nashnova.com/feed/special/oil-prices-above-90-chinese-refiners-cut-crude-purchases-10151 nashnova en 2026-08-21T05:24:08.465Z Oil Prices Above $90: Chinese Refiners Cut Crude Purchases https://www.nashnova.com/feed/special/xiaomi-xring-o3-chip-first-light-up-achieved-tsmc-n3p-process-mass-production-10150 nashnova en 2026-08-21T04:45:00.251Z Xiaomi Xring O3 Chip First Light-Up Achieved, TSMC N3P Process Mass Production Imminent https://www.nashnova.com/feed/special/trump-signs-space-memorandum-targeting-1-000-launches-per-year-by-2030-spacex-10149 nashnova en 2026-08-21T04:34:01.580Z Trump Signs Space Memorandum: Targeting 1,000 Launches Per Year by 2030, SpaceX the Biggest Beneficiary https://www.nashnova.com/feed/special/hsbc-carries-out-largest-senior-executive-layoff-since-financial-crisis-spending-10148 nashnova en 2026-08-21T04:24:45.011Z HSBC Carries Out Largest Senior Executive Layoff Since Financial Crisis, Spending Nearly $70 Million on Severance Last Year https://www.nashnova.com/feed/special/south-korea-plans-future-response-fund-to-channel-chip-tax-surplus-into-ai-10147 nashnova en 2026-08-21T04:23:42.987Z South Korea Plans "Future Response Fund" to Channel Chip Tax Surplus into AI Investment https://www.nashnova.com/feed/special/hk-stock-midday-review-hang-seng-index-up-0-72-percent-lithium-mining-stocks-10146 nashnova en 2026-08-21T04:20:30.105Z HK Stock Midday Review: Hang Seng Index Up 0.72%, Lithium Mining Stocks Lead Gains https://www.nashnova.com/feed/special/apple-cuts-over-60-jobs-in-vision-team-shifting-vr-strategy-toward-ai-glasses-10145 nashnova en 2026-08-21T04:19:16.885Z Apple Cuts Over 60 Jobs in Vision Team, Shifting VR Strategy Toward AI Glasses https://www.nashnova.com/feed/special/modernas-mrna-cancer-vaccine-succeeds-in-phase-3-chinese-pharma-companies-follow-10144 nashnova en 2026-08-21T04:05:34.677Z Moderna's mRNA Cancer Vaccine Succeeds in Phase 3, Chinese Pharma Companies Follow in Tiered Pursuit https://www.nashnova.com/feed/special/mof-press-conference-upgraded-interest-subsidy-policies-15th-five-year-plan-10143 nashnova en 2026-08-21T04:04:04.567Z MOF Press Conference: Upgraded Interest Subsidy Policies; 15th Five-Year Plan Spending Shifts Toward "Investing in People" https://www.nashnova.com/feed/special/bofa-chinas-new-tax-policy-may-structurally-weigh-on-corporate-earnings-10142 nashnova en 2026-08-21T03:38:38.816Z BofA: China's New Tax Policy May Structurally Weigh on Corporate Earnings https://www.nashnova.com/feed/special/a-share-materials-sector-up-15-percent-in-one-month-gold-and-copper-prices-drive-10141 nashnova en 2026-08-21T03:09:03.569Z A-Share Materials Sector Up 15% in One Month: Gold and Copper Prices Drive Outperformance Across the Market https://www.nashnova.com/feed/special/japans-fy2026-budget-requests-expected-to-hit-record-high-raising-fiscal-10140 nashnova en 2026-08-21T02:35:34.808Z Japan's FY2026 Budget Requests Expected to Hit Record High, Raising Fiscal Sustainability Concerns https://www.nashnova.com/feed/special/cme-and-cftc-clash-publicly-over-prediction-market-regulatory-authority-10139 nashnova en 2026-08-21T02:34:24.554Z CME and CFTC Clash Publicly Over Prediction Market Regulatory Authority https://www.nashnova.com/feed/special/cxmts-first-earnings-preview-shows-677-percent-revenue-surge-as-chinas-ai-10138 nashnova en 2026-08-21T02:31:10.858Z CXMT's First Earnings Preview Shows 677% Revenue Surge as China's AI Hardware Earnings Season Peaks https://www.nashnova.com/feed/special/china-releases-worlds-first-national-standard-for-solid-state-batteries-over-320-10137 nashnova en 2026-08-21T02:29:42.660Z China Releases World's First National Standard for Solid-State Batteries, Over 320 Companies Face Elimination Pressure https://www.nashnova.com/feed/special/kakao-spins-off-platform-business-to-establish-kakaoai-plans-re-listing-by-2027-10136 nashnova en 2026-08-21T02:28:29.275Z Kakao Spins Off Platform Business to Establish KakaoAI, Plans Re-listing by 2027 https://www.nashnova.com/feed/special/hedge-funds-rotate-out-of-ai-into-healthcare-financials-and-energy-overweight-in-10135 nashnova en 2026-08-21T02:19:23.959Z Hedge Funds Rotate Out of AI into Healthcare, Financials, and Energy — Overweight in All Three Sectors Hits Decade Highs https://www.nashnova.com/feed/special/chinext-up-over-1-percent-led-by-computing-hardware-hang-seng-index-up-0-56-10134 nashnova en 2026-08-21T02:14:57.639Z ChiNext Up Over 1% Led by Computing Hardware, Hang Seng Index Up 0.56%, Pop Mart Falls Over 8% Intraday https://www.nashnova.com/feed/special/former-goldman-sachs-commodities-head-commodities-exhibiting-a-rotational-rally-10133 nashnova en 2026-08-21T02:13:34.719Z Former Goldman Sachs Commodities Head: Commodities Exhibiting a Rotational Rally Pattern https://www.nashnova.com/feed/special/800vdc-architecture-accelerates-adoption-reshaping-power-chip-demand-for-ai-data-10132 nashnova en 2026-08-21T02:11:37.232Z 800VDC Architecture Accelerates Adoption, Reshaping Power Chip Demand for AI Data Centers https://www.nashnova.com/feed/special/taiwans-july-export-orders-near-98-billion-surging-61-9-percent-yoy-10131 nashnova en 2026-08-21T02:10:02.145Z Taiwan's July Export Orders Near $98 Billion, Surging 61.9% YoY https://www.nashnova.com/feed/special/bitcoin-breaks-through-75-000-with-a-19-percent-weekly-gain-10130 nashnova en 2026-08-21T02:08:45.107Z Bitcoin Breaks Through $75,000 with a 19% Weekly Gain https://www.nashnova.com/feed/special/south-koreas-first-20-days-of-august-exports-surge-56-percent-semiconductors-10129 nashnova en 2026-08-21T02:04:05.703Z South Korea's First 20 Days of August Exports Surge 56%, Semiconductors Soar Nearly 200% Strengthening Rate Hike Expectations https://www.nashnova.com/feed/special/bofa-survey-fund-managers-turn-bullish-on-chinas-economy-for-the-first-time-in-10128 nashnova en 2026-08-21T01:48:53.067Z BofA Survey: Fund Managers Turn Bullish on China's Economy for the First Time in Six Months https://www.nashnova.com/feed/special/asian-stocks-fall-broadly-this-week-as-elevated-bond-yields-and-rising-oil-10127 nashnova en 2026-08-21T01:39:32.340Z Asian stocks fall broadly this week as elevated bond yields and rising oil prices weigh on risk appetite https://www.nashnova.com/feed/special/openai-open-sources-codex-harness-enabling-ai-agents-to-be-directly-embedded-in-10126 nashnova en 2026-08-21T01:29:08.218Z OpenAI Open-Sources Codex Harness, Enabling AI Agents to Be Directly Embedded in Vertical Products https://www.nashnova.com/feed/special/nomura-if-market-deterioration-continues-the-fed-may-launch-ycc-or-qe-10125 nashnova en 2026-08-21T01:19:07.739Z Nomura: If Market Deterioration Continues, the Fed May Launch YCC or QE https://www.nashnova.com/feed/special/sk-hynix-plans-to-build-memory-chip-factory-in-miyagi-prefecture-japan-10124 nashnova en 2026-08-21T01:13:34.687Z SK Hynix Plans to Build Memory Chip Factory in Miyagi Prefecture, Japan https://www.nashnova.com/feed/special/china-merchants-securities-hang-seng-tech-index-expansion-cloud-players-to-10123 nashnova en 2026-08-21T00:50:01.723Z China Merchants Securities: Hang Seng Tech Index Expansion, Cloud Players to Benefit from AI Profit Shift https://www.nashnova.com/feed/special/japans-august-manufacturing-pmi-rises-to-55-1-new-order-growth-fastest-since-10122 nashnova en 2026-08-21T00:48:46.959Z Japan's August Manufacturing PMI Rises to 55.1, New Order Growth Fastest Since 2018 https://www.nashnova.com/feed/special/gold-rallies-for-three-consecutive-weeks-as-u-s-treasury-buyback-plan-boosts-10121 nashnova en 2026-08-21T00:34:04.357Z Gold Rallies for Three Consecutive Weeks as U.S. Treasury Buyback Plan Boosts Safe-Haven Demand https://www.nashnova.com/feed/special/multiple-u-s-states-halt-data-center-approvals-as-ai-infrastructure-faces-10120 nashnova en 2026-08-21T00:09:11.217Z Multiple U.S. States Halt Data Center Approvals as AI Infrastructure Faces Political Backlash https://www.nashnova.com/feed/special/japans-july-core-cpi-rises-1-8-percent-supporting-boj-rate-hike-in-september-10119 nashnova en 2026-08-20T23:48:57.446Z Japan's July Core CPI Rises 1.8%, Supporting BOJ Rate Hike in September https://www.nashnova.com/feed/special/spacex-and-ast-compete-for-6-billion-satellite-spectrum-license-10118 nashnova en 2026-08-20T23:29:00.348Z SpaceX and AST Compete for $6 Billion Satellite Spectrum License https://www.nashnova.com/feed/special/tax-competition-for-hedge-funds-heats-up-as-singapore-follows-hong-kong-in-10117 nashnova en 2026-08-20T23:25:21.724Z Tax Competition for Hedge Funds Heats Up as Singapore Follows Hong Kong in Exempting Carried Interest https://www.nashnova.com/feed/special/hang-seng-index-quarterly-rebalancing-approaching-hua-hong-semiconductor-and-two-10116 nashnova en 2026-08-20T23:24:02.087Z Hang Seng Index Quarterly Rebalancing Approaching: Hua Hong Semiconductor and Two Other Stocks May Be Added https://www.nashnova.com/feed/special/u-s-treasury-buybacks-shock-quant-funds-momentum-strategy-posts-worst-single-day-10115 nashnova en 2026-08-20T23:14:34.762Z U.S. Treasury Buybacks Shock Quant Funds, Momentum Strategy Posts Worst Single Day in Two Years https://www.nashnova.com/feed/special/micron-ceo-ai-fundamentally-changes-the-cyclical-logic-of-the-memory-industry-10114 nashnova en 2026-08-20T23:09:12.342Z Micron CEO: AI Fundamentally Changes the Cyclical Logic of the Memory Industry https://www.nashnova.com/feed/special/hon-hais-taiwan-ems-share-drops-to-44-8-percent-as-quanta-and-wistrons-combined-10113 nashnova en 2026-08-20T22:31:36.449Z Hon Hai's Taiwan EMS Share Drops to 44.8% as Quanta and Wistron's Combined Growth Nearly Doubles https://www.nashnova.com/feed/special/samsung-delays-high-na-euv-mass-production-to-1nm-node-expected-around-2030-10112 nashnova en 2026-08-20T22:30:03.090Z Samsung Delays High-NA EUV Mass Production to 1nm Node, Expected Around 2030 https://www.nashnova.com/feed/special/foreign-ownership-of-japanese-stocks-hits-record-high-ai-related-shares-lead-10111 nashnova en 2026-08-20T22:04:08.760Z Foreign Ownership of Japanese Stocks Hits Record High, AI-Related Shares Lead Gains https://www.nashnova.com/feed/special/jpmorgan-layoffs-rise-to-highest-level-since-2015-10110 nashnova en 2026-08-20T21:53:35.495Z JPMorgan Layoffs Rise to Highest Level Since 2015 https://www.nashnova.com/feed/special/morgan-stanley-gold-could-surpass-5-000-by-2027-10109 nashnova en 2026-08-20T21:48:55.285Z Morgan Stanley: Gold Could Surpass $5,000 by 2027 https://www.nashnova.com/feed/special/nvidia-spends-6-billion-to-license-ai-coding-startup-poolsides-technology-and-10108 nashnova en 2026-08-20T20:44:47.630Z Nvidia Spends $6 Billion to License AI Coding Startup Poolside's Technology and Recruit Its Employees https://www.nashnova.com/feed/special/u-s-ends-summer-blend-gasoline-requirement-early-to-lower-gas-prices-10107 nashnova en 2026-08-20T20:43:45.954Z U.S. Ends Summer-Blend Gasoline Requirement Early to Lower Gas Prices https://www.nashnova.com/feed/special/bessent-pushes-to-suppress-bond-yields-as-warshs-independence-stance-faces-test-10106 nashnova en 2026-08-20T20:25:03.598Z Bessent Pushes to Suppress Bond Yields as Warsh's Independence Stance Faces Test https://www.nashnova.com/feed/special/broadcom-seeks-over-60-billion-in-ai-chip-debt-financing-total-scale-could-reach-10105 nashnova en 2026-08-20T20:23:48.015Z Broadcom Seeks Over $60 Billion in AI Chip Debt Financing, Total Scale Could Reach $100 Billion https://www.nashnova.com/feed/special/credit-market-alarm-and-tech-volatility-divergence-intensify-10104 nashnova en 2026-08-20T19:55:53.132Z Credit Market Alarm and Tech Volatility Divergence Intensify https://www.nashnova.com/feed/special/ai-borrowing-spree-pushes-u-s-treasury-yields-to-near-two-decade-highs-10103 nashnova en 2026-08-20T19:54:11.119Z AI Borrowing Spree Pushes U.S. Treasury Yields to Near Two-Decade Highs https://www.nashnova.com/feed/special/alibabas-ai-cloud-profit-margin-rises-to-12-percent-as-proprietary-chips-serve-10102 nashnova en 2026-08-20T19:25:19.663Z Alibaba's AI Cloud Profit Margin Rises to 12% as Proprietary Chips Serve Over 650 Clients https://www.nashnova.com/feed/special/two-binance-employees-detained-at-uae-airport-amid-financial-crime-investigation-10101 nashnova en 2026-08-20T19:23:59.498Z Two Binance Employees Detained at UAE Airport Amid Financial Crime Investigation https://www.nashnova.com/feed/special/jefferies-forecasts-nvidia-q2-revenue-at-95-billion-potentially-the-largest-beat-10100 nashnova en 2026-08-20T18:39:12.233Z Jefferies Forecasts NVIDIA Q2 Revenue at $95 Billion, Potentially the Largest Beat in History https://www.nashnova.com/feed/special/anthropics-planned-ipo-could-surpass-spacex-as-the-largest-in-history-10099 nashnova en 2026-08-20T18:09:05.108Z Anthropic's Planned IPO Could Surpass SpaceX as the Largest in History https://www.nashnova.com/feed/special/morgan-stanley-apple-app-store-monthly-revenue-posts-first-year-over-year-10098 nashnova en 2026-08-20T17:54:05.600Z Morgan Stanley: Apple App Store Monthly Revenue Posts First Year-over-Year Decline in Four Years https://www.nashnova.com/feed/special/apples-new-ceo-john-ternus-takes-over-in-two-weeks-may-adjust-ai-spending-10097 nashnova en 2026-08-20T17:43:44.499Z Apple's New CEO John Ternus Takes Over in Two Weeks, May Adjust AI Spending Strategy https://www.nashnova.com/feed/special/nvidia-leverages-its-balance-sheet-to-position-for-the-next-phase-of-ai-10096 nashnova en 2026-08-20T17:34:04.338Z Nvidia Leverages Its Balance Sheet to Position for the Next Phase of AI https://www.nashnova.com/feed/special/nvidia-plans-small-batch-shipments-of-custom-ai-chips-to-china-within-this-year-10095 nashnova en 2026-08-20T17:24:14.150Z Nvidia Plans Small-Batch Shipments of Custom AI Chips to China Within This Year https://www.nashnova.com/feed/special/citi-turns-bearish-on-the-dollar-cuts-3-month-dollar-index-target-to-98-34-10094 nashnova en 2026-08-20T17:13:59.508Z Citi Turns Bearish on the Dollar, Cuts 3-Month Dollar Index Target to 98.34 https://www.nashnova.com/feed/special/bernstein-upgrades-analog-chip-giant-adi-to-outperform-10093 nashnova en 2026-08-20T16:43:51.136Z Bernstein Upgrades Analog Chip Giant ADI to Outperform https://www.nashnova.com/feed/special/bessent-u-s-budget-deficit-has-most-likely-peaked-10092 nashnova en 2026-08-20T16:38:56.984Z Bessent: U.S. Budget Deficit Has 'Most Likely' Peaked https://www.nashnova.com/feed/special/token-prices-drop-40-percent-yet-enterprise-ai-spending-rises-50-percent-jevons-10091 nashnova en 2026-08-20T16:29:01.570Z Token Prices Drop 40% Yet Enterprise AI Spending Rises 50%: Jevons Paradox Emerges https://www.nashnova.com/feed/special/bond-veteran-credit-spreads-near-30-year-lows-risk-reward-no-longer-attractive-10090 nashnova en 2026-08-20T16:14:11.304Z Bond Veteran: Credit Spreads Near 30-Year Lows, Risk-Reward No Longer Attractive https://www.nashnova.com/feed/special/st-louis-fed-president-musalem-not-prejudging-september-fomc-rate-decision-10089 nashnova en 2026-08-20T16:03:35.248Z St. Louis Fed President Musalem: Not Prejudging September FOMC Rate Decision https://www.nashnova.com/feed/special/japans-foreign-currency-deposits-surge-nearly-4-trillion-in-a-single-quarter-10088 nashnova en 2026-08-20T15:44:10.463Z Japan's Foreign Currency Deposits Surge Nearly ¥4 Trillion in a Single Quarter, Marking the Largest Increase Since Liberalization in 1998 https://www.nashnova.com/feed/special/nomura-report-advanced-packaging-equipment-expanding-from-cowos-to-hybrid-10087 nashnova en 2026-08-20T15:30:20.225Z Nomura Report: Advanced Packaging Equipment Expanding from CoWoS to Hybrid Bonding — Who Benefits Most? https://www.nashnova.com/feed/special/bessent-u-s-unlikely-to-resume-large-scale-military-action-against-iran-shifting-10086 nashnova en 2026-08-20T15:28:42.644Z Bessent: U.S. Unlikely to Resume Large-Scale Military Action Against Iran, Shifting Toward Stronger Economic Pressure https://www.nashnova.com/feed/special/bessent-treasury-buybacks-could-exceed-4-billion-per-operation-aiming-to-10085 nashnova en 2026-08-20T15:23:56.223Z Bessent: Treasury Buybacks Could Exceed $4 Billion Per Operation, Aiming to Suppress Long-End Yields https://www.nashnova.com/feed/special/chinas-rare-earth-exports-to-u-s-rebound-while-controls-on-japan-continue-to-10084 nashnova en 2026-08-20T15:14:53.637Z China's Rare Earth Exports to U.S. Rebound While Controls on Japan Continue to Tighten https://www.nashnova.com/feed/special/switzerland-and-china-reach-new-trade-agreement-99-8-percent-of-exports-tariff-10083 nashnova en 2026-08-20T15:13:46.142Z Switzerland and China Reach New Trade Agreement, 99.8% of Exports Tariff-Free https://www.nashnova.com/feed/special/russias-gold-reserves-drop-to-lowest-level-in-over-six-years-10082 nashnova en 2026-08-20T15:03:51.113Z Russia's Gold Reserves Drop to Lowest Level in Over Six Years https://www.nashnova.com/feed/special/franklin-templeton-receives-first-sec-approval-to-integrate-tokenized-assets-10081 nashnova en 2026-08-20T14:56:04.243Z Franklin Templeton Receives First SEC Approval to Integrate Tokenized Assets into Traditional Funds https://www.nashnova.com/feed/special/goldman-sachs-data-mutual-funds-significantly-underweight-nvidia-and-ai-stocks-10080 nashnova en 2026-08-20T14:54:55.625Z Goldman Sachs Data: Mutual Funds Significantly Underweight NVIDIA and AI Stocks https://www.nashnova.com/feed/special/u-s-leading-indicators-rise-in-july-as-six-month-growth-rate-turns-positive-for-10079 nashnova en 2026-08-20T14:53:54.445Z U.S. Leading Indicators Rise in July as Six-Month Growth Rate Turns Positive for First Time in Four Years https://www.nashnova.com/feed/special/monte-dei-paschi-board-approves-simultaneous-bids-for-bpm-and-generalis-banca-10078 nashnova en 2026-08-20T14:49:06.939Z Monte dei Paschi Board Approves Simultaneous Bids for BPM and Generali's Banca Generali https://www.nashnova.com/feed/special/waymos-in-house-autonomous-driving-chip-enters-mass-production-computing-power-10077 nashnova en 2026-08-20T14:23:55.806Z Waymo's In-House Autonomous Driving Chip Enters Mass Production, Computing Power Exceeds 1,000 TOPS Rivaling NVIDIA https://www.nashnova.com/feed/special/s-and-p-500-dividend-yield-falls-behind-treasuries-ending-a-decade-long-10076 nashnova en 2026-08-20T14:19:38.068Z S&P 500 Dividend Yield Falls Behind Treasuries, Ending a Decade-Long Advantage https://www.nashnova.com/feed/special/u-s-financial-sector-price-to-book-ratio-rises-to-2-3x-approaching-20-year-high-10075 nashnova en 2026-08-20T14:18:44.052Z U.S. Financial Sector Price-to-Book Ratio Rises to 2.3x, Approaching 20-Year High https://www.nashnova.com/feed/special/warsh-to-speak-at-jackson-hole-as-fed-credibility-faces-test-10074 nashnova en 2026-08-20T14:13:33.849Z Warsh to Speak at Jackson Hole as Fed Credibility Faces Test https://www.nashnova.com/feed/special/ubs-teardown-of-huawei-atlas-950-super-node-bullish-on-smic-amec-montage-tech-10073 nashnova en 2026-08-20T13:39:49.884Z UBS Teardown of Huawei Atlas 950 Super Node: Bullish on SMIC, AMEC, Montage Tech and More https://www.nashnova.com/feed/special/sf-feds-daly-bond-market-signals-credible-monetary-policy-stance-10072 nashnova en 2026-08-20T13:33:49.159Z SF Fed's Daly: Bond Market Signals Credible Monetary Policy Stance https://www.nashnova.com/feed/special/super-micro-completes-independent-review-executives-unaware-of-export-violations-10071 nashnova en 2026-08-20T13:29:05.821Z Super Micro Completes Independent Review: Executives Unaware of Export Violations https://www.nashnova.com/feed/special/bitcoin-surges-11-percent-in-two-days-to-near-two-month-high-cftc-will-set-own-10070 nashnova en 2026-08-20T13:21:51.181Z Bitcoin Surges 11% in Two Days to Near Two-Month High; CFTC: Will Set Own Rules If Legislation Fails https://www.nashnova.com/feed/special/u-s-national-debt-surpasses-historic-40-trillion-mark-10069 nashnova en 2026-08-20T13:20:30.938Z U.S. National Debt Surpasses Historic $40 Trillion Mark https://www.nashnova.com/feed/special/former-cleveland-fed-president-mester-rate-hikes-are-more-appropriate-now-10068 nashnova en 2026-08-20T13:19:31.232Z Former Cleveland Fed President Mester: Rate Hikes Are More Appropriate Now https://www.nashnova.com/feed/special/jcet-reports-h1-net-profit-of-845-million-yuan-up-79-percent-yoy-10067 nashnova en 2026-08-20T13:18:41.655Z JCET Reports H1 Net Profit of 845 Million Yuan, Up 79% YoY https://www.nashnova.com/feed/special/u-s-stock-futures-fall-oil-breaks-above-94-long-bond-yields-rebound-erasing-10066 nashnova en 2026-08-20T12:44:39.869Z U.S. Stock Futures Fall, Oil Breaks Above $94, Long-Bond Yields Rebound Erasing Treasury Intervention Effects https://www.nashnova.com/feed/special/chinese-ai-firms-face-computing-power-constraints-high-quality-inference-still-10065 nashnova en 2026-08-20T12:41:54.930Z Chinese AI Firms Face Computing Power Constraints; High-Quality Inference Still Relies on Nvidia Chips https://www.nashnova.com/feed/special/ceasefire-drives-chinas-july-gulf-crude-imports-to-double-mom-analysts-warn-of-10064 nashnova en 2026-08-20T12:40:53.766Z Ceasefire Drives China's July Gulf Crude Imports to Double MoM, Analysts Warn of Uncertain Follow-Through Demand https://www.nashnova.com/feed/special/philadelphia-fed-manufacturing-index-surges-to-47-4-in-august-far-exceeding-10063 nashnova en 2026-08-20T12:40:05.138Z Philadelphia Fed Manufacturing Index Surges to 47.4 in August, Far Exceeding Expectations https://www.nashnova.com/zh/feed/special/ecbs-kazaks-inflation-is-unsettling-conditions-exist-for-further-action-10162 nashnova zh-cn 2026-08-21T07:33:33.153Z 欧洲央行卡扎克斯：通胀令人不安，具备进一步行动条件 https://www.nashnova.com/zh/feed/special/samr-publishes-six-typical-merger-review-cases-supporting-anti-involution-10161 nashnova zh-cn 2026-08-21T07:25:12.135Z 市场监管总局公布六起反"内卷"竞争经营者集中典型案例 https://www.nashnova.com/zh/feed/special/goldman-sachs-sustained-cooling-in-inflation-is-the-clearest-path-for-lower-10160 nashnova zh-cn 2026-08-21T07:23:51.288Z 高盛：通胀持续降温是美债收益率下行最清晰路径 https://www.nashnova.com/zh/feed/special/chinas-u-s-treasury-holdings-drop-to-18-year-low-evergrande-fined-1-2-billion-10159 nashnova zh-cn 2026-08-21T07:13:55.671Z 中国美债持仓降至18年低，恒大被罚88亿元 https://www.nashnova.com/zh/feed/special/stmicroelectronics-raises-prices-for-third-time-this-year-as-semiconductor-price-10158 nashnova zh-cn 2026-08-21T06:55:17.161Z 意法半导体年内第三次提价，半导体涨价潮蔓延多品类 https://www.nashnova.com/zh/feed/special/minimax-launches-multimodal-creative-tool-hong-kong-listed-stock-surges-over-12-10157 nashnova zh-cn 2026-08-21T06:53:51.264Z MiniMax发布多模态创作工具，港股盘中涨超12% https://www.nashnova.com/zh/feed/special/unitree-robotics-to-be-included-in-the-worlds-largest-humanoid-robot-etf-10156 nashnova zh-cn 2026-08-21T06:40:02.277Z 宇树科技将被纳入全球最大人形机器人ETF https://www.nashnova.com/zh/feed/special/nvidias-first-vera-rubin-racks-now-operational-at-openai-10155 nashnova zh-cn 2026-08-21T06:38:35.273Z 英伟达首批Vera Rubin机架已在OpenAI投入运行 https://www.nashnova.com/zh/feed/special/jefferies-raises-alibaba-price-target-cloud-acceleration-continues-t-head-chip-10154 nashnova zh-cn 2026-08-21T05:58:55.576Z 富瑞上调阿里巴巴目标价：云加速持续，平头哥芯片覆盖650家客户 https://www.nashnova.com/zh/feed/special/u-s-blockade-squeezes-irans-crude-oil-supply-to-china-potential-cutoff-by-late-10153 nashnova zh-cn 2026-08-21T05:45:03.855Z 美国封锁压缩伊朗对华原油供应，9月底或断货 https://www.nashnova.com/zh/feed/special/germany-china-auto-trade-reverses-for-the-first-time-turning-to-trade-deficit-in-10152 nashnova zh-cn 2026-08-21T05:43:47.324Z 德国对华汽车进出口首次逆转，二季度转为贸易赤字 https://www.nashnova.com/zh/feed/special/oil-prices-above-90-chinese-refiners-cut-crude-purchases-10151 nashnova zh-cn 2026-08-21T05:24:08.465Z 油价高于90美元，中国炼厂压缩原油采购 https://www.nashnova.com/zh/feed/special/xiaomi-xring-o3-chip-first-light-up-achieved-tsmc-n3p-process-mass-production-10150 nashnova zh-cn 2026-08-21T04:45:00.251Z 小米Xring O3芯片首次点亮，台积电N3P工艺量产在即 https://www.nashnova.com/zh/feed/special/trump-signs-space-memorandum-targeting-1-000-launches-per-year-by-2030-spacex-10149 nashnova zh-cn 2026-08-21T04:34:01.580Z 特朗普签署航天备忘录：2030年目标年发射千次，SpaceX最大受益 https://www.nashnova.com/zh/feed/special/hsbc-carries-out-largest-senior-executive-layoff-since-financial-crisis-spending-10148 nashnova zh-cn 2026-08-21T04:24:45.011Z 汇丰金融危机后最大规模高管裁员，去年遣散费近7000万美元 https://www.nashnova.com/zh/feed/special/south-korea-plans-future-response-fund-to-channel-chip-tax-surplus-into-ai-10147 nashnova zh-cn 2026-08-21T04:23:42.987Z 韩国拟设"未来应对基金"将芯片税收盈余导入AI投资 https://www.nashnova.com/zh/feed/special/hk-stock-midday-review-hang-seng-index-up-0-72-percent-lithium-mining-stocks-10146 nashnova zh-cn 2026-08-21T04:20:30.105Z 港股午评：恒指涨0.72%，锂矿股领涨 https://www.nashnova.com/zh/feed/special/apple-cuts-over-60-jobs-in-vision-team-shifting-vr-strategy-toward-ai-glasses-10145 nashnova zh-cn 2026-08-21T04:19:16.885Z 苹果Vision团队裁员逾60人，VR战略收缩转向AI眼镜 https://www.nashnova.com/zh/feed/special/modernas-mrna-cancer-vaccine-succeeds-in-phase-3-chinese-pharma-companies-follow-10144 nashnova zh-cn 2026-08-21T04:05:34.677Z Moderna mRNA癌症疫苗三期成功 中国药企梯队跟进 https://www.nashnova.com/zh/feed/special/mof-press-conference-upgraded-interest-subsidy-policies-15th-five-year-plan-10143 nashnova zh-cn 2026-08-21T04:04:04.567Z 财政部发布会：贴息政策升级，"十五五"支出转向"投资于人" https://www.nashnova.com/zh/feed/special/bofa-chinas-new-tax-policy-may-structurally-weigh-on-corporate-earnings-10142 nashnova zh-cn 2026-08-21T03:38:38.816Z 美银：中国新税收政策或结构性压制企业盈利 https://www.nashnova.com/zh/feed/special/a-share-materials-sector-up-15-percent-in-one-month-gold-and-copper-prices-drive-10141 nashnova zh-cn 2026-08-21T03:09:03.569Z A股材料板块一个月涨15%，黄金铜价双轮驱动领跑全市场 https://www.nashnova.com/zh/feed/special/japans-fy2026-budget-requests-expected-to-hit-record-high-raising-fiscal-10140 nashnova zh-cn 2026-08-21T02:35:34.808Z 日本2026年度预算申请料创纪录，财政可持续性存疑 https://www.nashnova.com/zh/feed/special/cme-and-cftc-clash-publicly-over-prediction-market-regulatory-authority-10139 nashnova zh-cn 2026-08-21T02:34:24.554Z CME与CFTC就预测市场监管权限公开交锋 https://www.nashnova.com/zh/feed/special/cxmts-first-earnings-preview-shows-677-percent-revenue-surge-as-chinas-ai-10138 nashnova zh-cn 2026-08-21T02:31:10.858Z CXMT首份财报预告营收暴增677%，中国AI硬件财报季进入高峰 https://www.nashnova.com/zh/feed/special/china-releases-worlds-first-national-standard-for-solid-state-batteries-over-320-10137 nashnova zh-cn 2026-08-21T02:29:42.660Z 中国发布全球首个固态电池国家标准，320余家企业面临淘汰压力 https://www.nashnova.com/zh/feed/special/kakao-spins-off-platform-business-to-establish-kakaoai-plans-re-listing-by-2027-10136 nashnova zh-cn 2026-08-21T02:28:29.275Z Kakao拆分平台业务成立KakaoAI，拟2027年重新上市 https://www.nashnova.com/zh/feed/special/hedge-funds-rotate-out-of-ai-into-healthcare-financials-and-energy-overweight-in-10135 nashnova zh-cn 2026-08-21T02:19:23.959Z 对冲基金撤离AI转向医疗金融能源，三板块超配创十年高位 https://www.nashnova.com/zh/feed/special/chinext-up-over-1-percent-led-by-computing-hardware-hang-seng-index-up-0-56-10134 nashnova zh-cn 2026-08-21T02:14:57.639Z 创业板涨超1%算力硬件领涨，恒指涨0.56%，泡泡玛特盘中跌超8% https://www.nashnova.com/zh/feed/special/former-goldman-sachs-commodities-head-commodities-exhibiting-a-rotational-rally-10133 nashnova zh-cn 2026-08-21T02:13:34.719Z 前高盛商品主管：大宗商品呈轮动式上涨格局 https://www.nashnova.com/zh/feed/special/800vdc-architecture-accelerates-adoption-reshaping-power-chip-demand-for-ai-data-10132 nashnova zh-cn 2026-08-21T02:11:37.232Z 800VDC架构加速落地，重塑AI数据中心电源芯片需求 https://www.nashnova.com/zh/feed/special/taiwans-july-export-orders-near-98-billion-surging-61-9-percent-yoy-10131 nashnova zh-cn 2026-08-21T02:10:02.145Z 台湾7月出口订单近980亿美元，年增61.9% https://www.nashnova.com/zh/feed/special/bitcoin-breaks-through-75-000-with-a-19-percent-weekly-gain-10130 nashnova zh-cn 2026-08-21T02:08:45.107Z 比特币突破75000美元，周涨幅达19% https://www.nashnova.com/zh/feed/special/south-koreas-first-20-days-of-august-exports-surge-56-percent-semiconductors-10129 nashnova zh-cn 2026-08-21T02:04:05.703Z 韩国8月前20日出口增56%，半导体飙升近200%强化加息预期 https://www.nashnova.com/zh/feed/special/bofa-survey-fund-managers-turn-bullish-on-chinas-economy-for-the-first-time-in-10128 nashnova zh-cn 2026-08-21T01:48:53.067Z 美银调查：基金经理六个月来首次看多中国经济 https://www.nashnova.com/zh/feed/special/asian-stocks-fall-broadly-this-week-as-elevated-bond-yields-and-rising-oil-10127 nashnova zh-cn 2026-08-21T01:39:32.340Z 亚洲股市本周普跌，债券收益率高企、油价攀升压制风险偏好 https://www.nashnova.com/zh/feed/special/openai-open-sources-codex-harness-enabling-ai-agents-to-be-directly-embedded-in-10126 nashnova zh-cn 2026-08-21T01:29:08.218Z OpenAI开源Codex Harness，AI智能体可直接嵌入垂直产品 https://www.nashnova.com/zh/feed/special/nomura-if-market-deterioration-continues-the-fed-may-launch-ycc-or-qe-10125 nashnova zh-cn 2026-08-21T01:19:07.739Z 野村：市场若持续恶化，美联储或启动YCC或QE https://www.nashnova.com/zh/feed/special/sk-hynix-plans-to-build-memory-chip-factory-in-miyagi-prefecture-japan-10124 nashnova zh-cn 2026-08-21T01:13:34.687Z SK海力士拟在日本宫城县建存储芯片厂 https://www.nashnova.com/zh/feed/special/china-merchants-securities-hang-seng-tech-index-expansion-cloud-players-to-10123 nashnova zh-cn 2026-08-21T00:50:01.723Z 招商证券：恒科指数扩容，云厂迎AI利润转移 https://www.nashnova.com/zh/feed/special/japans-august-manufacturing-pmi-rises-to-55-1-new-order-growth-fastest-since-10122 nashnova zh-cn 2026-08-21T00:48:46.959Z 日本8月制造业PMI升至55.1，新订单增速创2018年来最快 https://www.nashnova.com/zh/feed/special/gold-rallies-for-three-consecutive-weeks-as-u-s-treasury-buyback-plan-boosts-10121 nashnova zh-cn 2026-08-21T00:34:04.357Z 黄金连涨三周，美国财政部回购计划提振避险需求 https://www.nashnova.com/zh/feed/special/multiple-u-s-states-halt-data-center-approvals-as-ai-infrastructure-faces-10120 nashnova zh-cn 2026-08-21T00:09:11.217Z 美国多州叫停数据中心审批，AI基础设施遭政治反弹 https://www.nashnova.com/zh/feed/special/japans-july-core-cpi-rises-1-8-percent-supporting-boj-rate-hike-in-september-10119 nashnova zh-cn 2026-08-20T23:48:57.446Z 日本7月核心CPI升1.8%，支持日本央行9月加息 https://www.nashnova.com/zh/feed/special/spacex-and-ast-compete-for-6-billion-satellite-spectrum-license-10118 nashnova zh-cn 2026-08-20T23:29:00.348Z SpaceX与AST竞购60亿美元卫星频谱牌照 https://www.nashnova.com/zh/feed/special/tax-competition-for-hedge-funds-heats-up-as-singapore-follows-hong-kong-in-10117 nashnova zh-cn 2026-08-20T23:25:21.724Z 对冲基金税收竞争升温，新加坡跟进香港豁免附带权益 https://www.nashnova.com/zh/feed/special/hang-seng-index-quarterly-rebalancing-approaching-hua-hong-semiconductor-and-two-10116 nashnova zh-cn 2026-08-20T23:24:02.087Z 恒生指数季度调整在即，华虹半导体等三股或入选 https://www.nashnova.com/zh/feed/special/u-s-treasury-buybacks-shock-quant-funds-momentum-strategy-posts-worst-single-day-10115 nashnova zh-cn 2026-08-20T23:14:34.762Z 美国财政部回购冲击量化基金，动量策略两年最差单日 https://www.nashnova.com/zh/feed/special/micron-ceo-ai-fundamentally-changes-the-cyclical-logic-of-the-memory-industry-10114 nashnova zh-cn 2026-08-20T23:09:12.342Z 美光CEO：AI令存储行业周期性逻辑根本改变 https://www.nashnova.com/zh/feed/special/hon-hais-taiwan-ems-share-drops-to-44-8-percent-as-quanta-and-wistrons-combined-10113 nashnova zh-cn 2026-08-20T22:31:36.449Z 鸿海台湾EMS份额跌至44.8%，广达纬创累计增速近翻倍 https://www.nashnova.com/zh/feed/special/samsung-delays-high-na-euv-mass-production-to-1nm-node-expected-around-2030-10112 nashnova zh-cn 2026-08-20T22:30:03.090Z 三星推迟High-NA EUV量产至1nm节点，约2030年落地 https://www.nashnova.com/zh/feed/special/foreign-ownership-of-japanese-stocks-hits-record-high-ai-related-shares-lead-10111 nashnova zh-cn 2026-08-20T22:04:08.760Z 外资持有日本股票占比创历史新高，AI相关股领涨 https://www.nashnova.com/zh/feed/special/jpmorgan-layoffs-rise-to-highest-level-since-2015-10110 nashnova zh-cn 2026-08-20T21:53:35.495Z 摩根大通裁员规模升至2015年以来最高 https://www.nashnova.com/zh/feed/special/morgan-stanley-gold-could-surpass-5-000-by-2027-10109 nashnova zh-cn 2026-08-20T21:48:55.285Z 摩根士丹利：黄金2027年或突破5000美元 https://www.nashnova.com/zh/feed/special/nvidia-spends-6-billion-to-license-ai-coding-startup-poolsides-technology-and-10108 nashnova zh-cn 2026-08-20T20:44:47.630Z 英伟达斥60亿美元授权AI编程初创Poolside技术并招募其员工 https://www.nashnova.com/zh/feed/special/u-s-ends-summer-blend-gasoline-requirement-early-to-lower-gas-prices-10107 nashnova zh-cn 2026-08-20T20:43:45.954Z 美国提前终止夏季混合汽油要求以压低油价 https://www.nashnova.com/zh/feed/special/bessent-pushes-to-suppress-bond-yields-as-warshs-independence-stance-faces-test-10106 nashnova zh-cn 2026-08-20T20:25:03.598Z 贝森特压债券收益率，沃什独立性立场受考验 https://www.nashnova.com/zh/feed/special/broadcom-seeks-over-60-billion-in-ai-chip-debt-financing-total-scale-could-reach-10105 nashnova zh-cn 2026-08-20T20:23:48.015Z 博通寻求逾600亿美元AI芯片债务融资，总规模或达千亿 https://www.nashnova.com/zh/feed/special/credit-market-alarm-and-tech-volatility-divergence-intensify-10104 nashnova zh-cn 2026-08-20T19:55:53.132Z 信用市场警报与科技股波动率背离加剧 https://www.nashnova.com/zh/feed/special/ai-borrowing-spree-pushes-u-s-treasury-yields-to-near-two-decade-highs-10103 nashnova zh-cn 2026-08-20T19:54:11.119Z AI借贷潮推升美国国债收益率至近二十年高位 https://www.nashnova.com/zh/feed/special/alibabas-ai-cloud-profit-margin-rises-to-12-percent-as-proprietary-chips-serve-10102 nashnova zh-cn 2026-08-20T19:25:19.663Z 阿里AI云利润率升至12%，自研芯片覆盖650家客户 https://www.nashnova.com/zh/feed/special/two-binance-employees-detained-at-uae-airport-amid-financial-crime-investigation-10101 nashnova zh-cn 2026-08-20T19:23:59.498Z 币安两名员工在阿联酋机场被拘，涉金融犯罪调查 https://www.nashnova.com/zh/feed/special/jefferies-forecasts-nvidia-q2-revenue-at-95-billion-potentially-the-largest-beat-10100 nashnova zh-cn 2026-08-20T18:39:12.233Z 杰富瑞预测英伟达Q2营收达950亿美元，或创史上最大超预期 https://www.nashnova.com/zh/feed/special/anthropics-planned-ipo-could-surpass-spacex-as-the-largest-in-history-10099 nashnova zh-cn 2026-08-20T18:09:05.108Z Anthropic拟IPO规模或超SpaceX史上最大纪录 https://www.nashnova.com/zh/feed/special/morgan-stanley-apple-app-store-monthly-revenue-posts-first-year-over-year-10098 nashnova zh-cn 2026-08-20T17:54:05.600Z 摩根士丹利：苹果App Store月收入四年来首现同比下滑 https://www.nashnova.com/zh/feed/special/apples-new-ceo-john-ternus-takes-over-in-two-weeks-may-adjust-ai-spending-10097 nashnova zh-cn 2026-08-20T17:43:44.499Z 苹果新任CEO约翰·特纳斯两周后上任，或调整AI支出策略 https://www.nashnova.com/zh/feed/special/nvidia-leverages-its-balance-sheet-to-position-for-the-next-phase-of-ai-10096 nashnova zh-cn 2026-08-20T17:34:04.338Z 英伟达借资产负债表布局AI下一阶段 https://www.nashnova.com/zh/feed/special/nvidia-plans-small-batch-shipments-of-custom-ai-chips-to-china-within-this-year-10095 nashnova zh-cn 2026-08-20T17:24:14.150Z 英伟达拟年内向中国小批量出货定制AI芯片 https://www.nashnova.com/zh/feed/special/citi-turns-bearish-on-the-dollar-cuts-3-month-dollar-index-target-to-98-34-10094 nashnova zh-cn 2026-08-20T17:13:59.508Z 花旗转看空美元，三个月美元指数目标下调至98.34 https://www.nashnova.com/zh/feed/special/bernstein-upgrades-analog-chip-giant-adi-to-outperform-10093 nashnova zh-cn 2026-08-20T16:43:51.136Z 伯恩斯坦上调模拟芯片巨头ADI评级至跑赢大市 https://www.nashnova.com/zh/feed/special/bessent-u-s-budget-deficit-has-most-likely-peaked-10092 nashnova zh-cn 2026-08-20T16:38:56.984Z 贝森特：美国预算赤字"很可能"已见顶 https://www.nashnova.com/zh/feed/special/token-prices-drop-40-percent-yet-enterprise-ai-spending-rises-50-percent-jevons-10091 nashnova zh-cn 2026-08-20T16:29:01.570Z Token价格跌40%，企业AI支出反升50%，杰文斯悖论显现 https://www.nashnova.com/zh/feed/special/bond-veteran-credit-spreads-near-30-year-lows-risk-reward-no-longer-attractive-10090 nashnova zh-cn 2026-08-20T16:14:11.304Z 债券老将：信用利差近三十年低位，风险回报已不划算 https://www.nashnova.com/zh/feed/special/st-louis-fed-president-musalem-not-prejudging-september-fomc-rate-decision-10089 nashnova zh-cn 2026-08-20T16:03:35.248Z 圣路易斯联储主席穆萨莱姆：不预判9月FOMC利率决定 https://www.nashnova.com/zh/feed/special/japans-foreign-currency-deposits-surge-nearly-4-trillion-in-a-single-quarter-10088 nashnova zh-cn 2026-08-20T15:44:10.463Z 日本外币存款单季增近4万亿日元，创1998年开放以来最大涨幅 https://www.nashnova.com/zh/feed/special/nomura-report-advanced-packaging-equipment-expanding-from-cowos-to-hybrid-10087 nashnova zh-cn 2026-08-20T15:30:20.225Z 野村研报：先进封装设备从CoWoS扩产到混合键合，谁最受益 https://www.nashnova.com/zh/feed/special/bessent-u-s-unlikely-to-resume-large-scale-military-action-against-iran-shifting-10086 nashnova zh-cn 2026-08-20T15:28:42.644Z 贝森特：美国不太可能重启对伊朗大规模军事行动，转向加强经济压力 https://www.nashnova.com/zh/feed/special/bessent-treasury-buybacks-could-exceed-4-billion-per-operation-aiming-to-10085 nashnova zh-cn 2026-08-20T15:23:56.223Z 贝森特：国债回购每期或超40亿美元，意在压制长端收益率 https://www.nashnova.com/zh/feed/special/chinas-rare-earth-exports-to-u-s-rebound-while-controls-on-japan-continue-to-10084 nashnova zh-cn 2026-08-20T15:14:53.637Z 中国对美稀土出口回升，对日管控持续收紧 https://www.nashnova.com/zh/feed/special/switzerland-and-china-reach-new-trade-agreement-99-8-percent-of-exports-tariff-10083 nashnova zh-cn 2026-08-20T15:13:46.142Z 瑞士与中国达成新贸易协议，99.8%出口商品免关税 https://www.nashnova.com/zh/feed/special/russias-gold-reserves-drop-to-lowest-level-in-over-six-years-10082 nashnova zh-cn 2026-08-20T15:03:51.113Z 俄罗斯黄金储备降至六年多来最低 https://www.nashnova.com/zh/feed/special/franklin-templeton-receives-first-sec-approval-to-integrate-tokenized-assets-10081 nashnova zh-cn 2026-08-20T14:56:04.243Z 富兰克林坦普顿获美国证监会首批代币化资产入传统基金许可 https://www.nashnova.com/zh/feed/special/goldman-sachs-data-mutual-funds-significantly-underweight-nvidia-and-ai-stocks-10080 nashnova zh-cn 2026-08-20T14:54:55.625Z 高盛数据：共同基金大幅低配英伟达及AI股 https://www.nashnova.com/zh/feed/special/u-s-leading-indicators-rise-in-july-as-six-month-growth-rate-turns-positive-for-10079 nashnova zh-cn 2026-08-20T14:53:54.445Z 美国7月领先指标上升，六个月增速四年来首转正 https://www.nashnova.com/zh/feed/special/monte-dei-paschi-board-approves-simultaneous-bids-for-bpm-and-generalis-banca-10078 nashnova zh-cn 2026-08-20T14:49:06.939Z 西雅那银行董事会批准同时收购BPM与通用保险旗下Banca Generali https://www.nashnova.com/zh/feed/special/waymos-in-house-autonomous-driving-chip-enters-mass-production-computing-power-10077 nashnova zh-cn 2026-08-20T14:23:55.806Z Waymo自研自动驾驶芯片量产，算力超千TOPS对标英伟达 https://www.nashnova.com/zh/feed/special/s-and-p-500-dividend-yield-falls-behind-treasuries-ending-a-decade-long-10076 nashnova zh-cn 2026-08-20T14:19:38.068Z 标普500股息收益率跑输国债，十年优势终结 https://www.nashnova.com/zh/feed/special/u-s-financial-sector-price-to-book-ratio-rises-to-2-3x-approaching-20-year-high-10075 nashnova zh-cn 2026-08-20T14:18:44.052Z 美国金融板块市净率升至2.3倍，逼近20年高位 https://www.nashnova.com/zh/feed/special/warsh-to-speak-at-jackson-hole-as-fed-credibility-faces-test-10074 nashnova zh-cn 2026-08-20T14:13:33.849Z 沃什将在杰克逊霍尔发表演讲，美联储公信力受考验 https://www.nashnova.com/zh/feed/special/ubs-teardown-of-huawei-atlas-950-super-node-bullish-on-smic-amec-montage-tech-10073 nashnova zh-cn 2026-08-20T13:39:49.884Z 瑞银拆解华为Atlas 950超节点，看好中芯、中微、澜起等 https://www.nashnova.com/zh/feed/special/sf-feds-daly-bond-market-signals-credible-monetary-policy-stance-10072 nashnova zh-cn 2026-08-20T13:33:49.159Z 旧金山联储戴利：债券市场表明货币政策立场可信 https://www.nashnova.com/zh/feed/special/super-micro-completes-independent-review-executives-unaware-of-export-violations-10071 nashnova zh-cn 2026-08-20T13:29:05.821Z 超微电脑完成独立调查：高管对出口违规不知情 https://www.nashnova.com/zh/feed/special/bitcoin-surges-11-percent-in-two-days-to-near-two-month-high-cftc-will-set-own-10070 nashnova zh-cn 2026-08-20T13:21:51.181Z 比特币两日涨11%触近两月高位，CFTC：立法若失败将自行制定规则 https://www.nashnova.com/zh/feed/special/u-s-national-debt-surpasses-historic-40-trillion-mark-10069 nashnova zh-cn 2026-08-20T13:20:30.938Z 美国国家债务突破40万亿美元历史纪录 https://www.nashnova.com/zh/feed/special/former-cleveland-fed-president-mester-rate-hikes-are-more-appropriate-now-10068 nashnova zh-cn 2026-08-20T13:19:31.232Z 前克利夫兰联储主席梅斯特：当前加息更具适当性 https://www.nashnova.com/zh/feed/special/jcet-reports-h1-net-profit-of-845-million-yuan-up-79-percent-yoy-10067 nashnova zh-cn 2026-08-20T13:18:41.655Z 长电科技上半年净利润8.45亿元，同比增79% https://www.nashnova.com/zh/feed/special/u-s-stock-futures-fall-oil-breaks-above-94-long-bond-yields-rebound-erasing-10066 nashnova zh-cn 2026-08-20T12:44:39.869Z 美股期货跌、油价破94美元、长债收益率回升抹去财政部干预效果 https://www.nashnova.com/zh/feed/special/chinese-ai-firms-face-computing-power-constraints-high-quality-inference-still-10065 nashnova zh-cn 2026-08-20T12:41:54.930Z 中国AI企业算力受限，高质量推理仍依赖英伟达芯片 https://www.nashnova.com/zh/feed/special/ceasefire-drives-chinas-july-gulf-crude-imports-to-double-mom-analysts-warn-of-10064 nashnova zh-cn 2026-08-20T12:40:53.766Z 停火推动中国7月海湾原油进口量环比翻倍，分析师警示后续需求存疑 https://www.nashnova.com/zh/feed/special/philadelphia-fed-manufacturing-index-surges-to-47-4-in-august-far-exceeding-10063 nashnova zh-cn 2026-08-20T12:40:05.138Z 费城联储8月制造业指数升至47.4，大幅超预期 https://www.nashnova.com/zh-hant/feed/special/ecbs-kazaks-inflation-is-unsettling-conditions-exist-for-further-action-10162 nashnova zh-tw 2026-08-21T07:33:33.153Z 歐洲央行卡扎克斯：通膨令人不安，具備進一步行動條件 https://www.nashnova.com/zh-hant/feed/special/samr-publishes-six-typical-merger-review-cases-supporting-anti-involution-10161 nashnova zh-tw 2026-08-21T07:25:12.135Z 市場監管總局公布六起反「內捲」競爭經營者集中典型案例 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-sustained-cooling-in-inflation-is-the-clearest-path-for-lower-10160 nashnova zh-tw 2026-08-21T07:23:51.288Z 高盛：通膨持續降溫是美債殖利率下行最清晰路徑 https://www.nashnova.com/zh-hant/feed/special/chinas-u-s-treasury-holdings-drop-to-18-year-low-evergrande-fined-1-2-billion-10159 nashnova zh-tw 2026-08-21T07:13:55.671Z 中國美債持倉降至18年低，恆大被罰88億元 https://www.nashnova.com/zh-hant/feed/special/stmicroelectronics-raises-prices-for-third-time-this-year-as-semiconductor-price-10158 nashnova zh-tw 2026-08-21T06:55:17.161Z 意法半導體年內第三次提價，半導體漲價潮蔓延多品類 https://www.nashnova.com/zh-hant/feed/special/minimax-launches-multimodal-creative-tool-hong-kong-listed-stock-surges-over-12-10157 nashnova zh-tw 2026-08-21T06:53:51.264Z MiniMax發布多模態創作工具，港股盤中漲超12% https://www.nashnova.com/zh-hant/feed/special/unitree-robotics-to-be-included-in-the-worlds-largest-humanoid-robot-etf-10156 nashnova zh-tw 2026-08-21T06:40:02.277Z 宇樹科技將被納入全球最大人形機器人ETF https://www.nashnova.com/zh-hant/feed/special/nvidias-first-vera-rubin-racks-now-operational-at-openai-10155 nashnova zh-tw 2026-08-21T06:38:35.273Z 輝達首批Vera Rubin機架已在OpenAI投入運行 https://www.nashnova.com/zh-hant/feed/special/jefferies-raises-alibaba-price-target-cloud-acceleration-continues-t-head-chip-10154 nashnova zh-tw 2026-08-21T05:58:55.576Z 富瑞上調阿里巴巴目標價：雲加速持續，平頭哥晶片覆蓋650家客戶 https://www.nashnova.com/zh-hant/feed/special/u-s-blockade-squeezes-irans-crude-oil-supply-to-china-potential-cutoff-by-late-10153 nashnova zh-tw 2026-08-21T05:45:03.855Z 美國封鎖壓縮伊朗對華原油供應，9月底或斷貨 https://www.nashnova.com/zh-hant/feed/special/germany-china-auto-trade-reverses-for-the-first-time-turning-to-trade-deficit-in-10152 nashnova zh-tw 2026-08-21T05:43:47.324Z 德國對華汽車進出口首次逆轉，二季度轉為貿易赤字 https://www.nashnova.com/zh-hant/feed/special/oil-prices-above-90-chinese-refiners-cut-crude-purchases-10151 nashnova zh-tw 2026-08-21T05:24:08.465Z 油價高於90美元，中國煉廠壓縮原油採購 https://www.nashnova.com/zh-hant/feed/special/xiaomi-xring-o3-chip-first-light-up-achieved-tsmc-n3p-process-mass-production-10150 nashnova zh-tw 2026-08-21T04:45:00.251Z 小米Xring O3晶片首次點亮，台積電N3P製程量產在即 https://www.nashnova.com/zh-hant/feed/special/trump-signs-space-memorandum-targeting-1-000-launches-per-year-by-2030-spacex-10149 nashnova zh-tw 2026-08-21T04:34:01.580Z 特朗普簽署航天備忘錄：2030年目標年發射千次，SpaceX最大受益 https://www.nashnova.com/zh-hant/feed/special/hsbc-carries-out-largest-senior-executive-layoff-since-financial-crisis-spending-10148 nashnova zh-tw 2026-08-21T04:24:45.011Z 匯豐金融危機後最大規模高管裁員，去年遣散費近7000萬美元 https://www.nashnova.com/zh-hant/feed/special/south-korea-plans-future-response-fund-to-channel-chip-tax-surplus-into-ai-10147 nashnova zh-tw 2026-08-21T04:23:42.987Z 韓國擬設「未來應對基金」將晶片稅收盈餘導入AI投資 https://www.nashnova.com/zh-hant/feed/special/hk-stock-midday-review-hang-seng-index-up-0-72-percent-lithium-mining-stocks-10146 nashnova zh-tw 2026-08-21T04:20:30.105Z 港股午評：恒指漲0.72%，鋰礦股領漲 https://www.nashnova.com/zh-hant/feed/special/apple-cuts-over-60-jobs-in-vision-team-shifting-vr-strategy-toward-ai-glasses-10145 nashnova zh-tw 2026-08-21T04:19:16.885Z 蘋果Vision團隊裁員逾60人，VR戰略收縮轉向AI眼鏡 https://www.nashnova.com/zh-hant/feed/special/modernas-mrna-cancer-vaccine-succeeds-in-phase-3-chinese-pharma-companies-follow-10144 nashnova zh-tw 2026-08-21T04:05:34.677Z Moderna mRNA癌症疫苗三期成功 中國藥企梯隊跟進 https://www.nashnova.com/zh-hant/feed/special/mof-press-conference-upgraded-interest-subsidy-policies-15th-five-year-plan-10143 nashnova zh-tw 2026-08-21T04:04:04.567Z 財政部發布會：貼息政策升級，「十五五」支出轉向「投資於人」 https://www.nashnova.com/zh-hant/feed/special/bofa-chinas-new-tax-policy-may-structurally-weigh-on-corporate-earnings-10142 nashnova zh-tw 2026-08-21T03:38:38.816Z 美銀：中國新稅收政策或結構性壓制企業盈利 https://www.nashnova.com/zh-hant/feed/special/a-share-materials-sector-up-15-percent-in-one-month-gold-and-copper-prices-drive-10141 nashnova zh-tw 2026-08-21T03:09:03.569Z A股材料板塊一個月漲15%，黃金銅價雙輪驅動領跑全市場 https://www.nashnova.com/zh-hant/feed/special/japans-fy2026-budget-requests-expected-to-hit-record-high-raising-fiscal-10140 nashnova zh-tw 2026-08-21T02:35:34.808Z 日本2026年度預算申請料創紀錄，財政可持續性存疑 https://www.nashnova.com/zh-hant/feed/special/cme-and-cftc-clash-publicly-over-prediction-market-regulatory-authority-10139 nashnova zh-tw 2026-08-21T02:34:24.554Z CME與CFTC就預測市場監管權限公開交鋒 https://www.nashnova.com/zh-hant/feed/special/cxmts-first-earnings-preview-shows-677-percent-revenue-surge-as-chinas-ai-10138 nashnova zh-tw 2026-08-21T02:31:10.858Z CXMT首份財報預告營收暴增677%，中國AI硬體財報季進入高峰 https://www.nashnova.com/zh-hant/feed/special/china-releases-worlds-first-national-standard-for-solid-state-batteries-over-320-10137 nashnova zh-tw 2026-08-21T02:29:42.660Z 中國發布全球首個固態電池國家標準，320餘家企業面臨淘汰壓力 https://www.nashnova.com/zh-hant/feed/special/kakao-spins-off-platform-business-to-establish-kakaoai-plans-re-listing-by-2027-10136 nashnova zh-tw 2026-08-21T02:28:29.275Z Kakao拆分平台業務成立KakaoAI，擬2027年重新上市 https://www.nashnova.com/zh-hant/feed/special/hedge-funds-rotate-out-of-ai-into-healthcare-financials-and-energy-overweight-in-10135 nashnova zh-tw 2026-08-21T02:19:23.959Z 對沖基金撤離AI轉向醫療金融能源，三板塊超配創十年高位 https://www.nashnova.com/zh-hant/feed/special/chinext-up-over-1-percent-led-by-computing-hardware-hang-seng-index-up-0-56-10134 nashnova zh-tw 2026-08-21T02:14:57.639Z 創業板漲超1%算力硬體領漲，恒指漲0.56%，泡泡瑪特盤中跌超8% https://www.nashnova.com/zh-hant/feed/special/former-goldman-sachs-commodities-head-commodities-exhibiting-a-rotational-rally-10133 nashnova zh-tw 2026-08-21T02:13:34.719Z 前高盛商品主管：大宗商品呈輪動式上漲格局 https://www.nashnova.com/zh-hant/feed/special/800vdc-architecture-accelerates-adoption-reshaping-power-chip-demand-for-ai-data-10132 nashnova zh-tw 2026-08-21T02:11:37.232Z 800VDC架構加速落地，重塑AI資料中心電源晶片需求 https://www.nashnova.com/zh-hant/feed/special/taiwans-july-export-orders-near-98-billion-surging-61-9-percent-yoy-10131 nashnova zh-tw 2026-08-21T02:10:02.145Z 台灣7月出口訂單近980億美元，年增61.9% https://www.nashnova.com/zh-hant/feed/special/bitcoin-breaks-through-75-000-with-a-19-percent-weekly-gain-10130 nashnova zh-tw 2026-08-21T02:08:45.107Z 比特幣突破75000美元，週漲幅達19% https://www.nashnova.com/zh-hant/feed/special/south-koreas-first-20-days-of-august-exports-surge-56-percent-semiconductors-10129 nashnova zh-tw 2026-08-21T02:04:05.703Z 韓國8月前20日出口增56%，半導體飆升近200%強化加息預期 https://www.nashnova.com/zh-hant/feed/special/bofa-survey-fund-managers-turn-bullish-on-chinas-economy-for-the-first-time-in-10128 nashnova zh-tw 2026-08-21T01:48:53.067Z 美銀調查：基金經理六個月來首次看多中國經濟 https://www.nashnova.com/zh-hant/feed/special/asian-stocks-fall-broadly-this-week-as-elevated-bond-yields-and-rising-oil-10127 nashnova zh-tw 2026-08-21T01:39:32.340Z 亞洲股市本週普跌，債券收益率高企、油價攀升壓制風險偏好 https://www.nashnova.com/zh-hant/feed/special/openai-open-sources-codex-harness-enabling-ai-agents-to-be-directly-embedded-in-10126 nashnova zh-tw 2026-08-21T01:29:08.218Z OpenAI開源Codex Harness，AI智能體可直接嵌入垂直產品 https://www.nashnova.com/zh-hant/feed/special/nomura-if-market-deterioration-continues-the-fed-may-launch-ycc-or-qe-10125 nashnova zh-tw 2026-08-21T01:19:07.739Z 野村：市場若持續惡化，聯準會或啟動YCC或QE https://www.nashnova.com/zh-hant/feed/special/sk-hynix-plans-to-build-memory-chip-factory-in-miyagi-prefecture-japan-10124 nashnova zh-tw 2026-08-21T01:13:34.687Z SK海力士擬在日本宮城縣建存儲晶片廠 https://www.nashnova.com/zh-hant/feed/special/china-merchants-securities-hang-seng-tech-index-expansion-cloud-players-to-10123 nashnova zh-tw 2026-08-21T00:50:01.723Z 招商證券：恒科指數擴容，雲廠迎AI利潤轉移 https://www.nashnova.com/zh-hant/feed/special/japans-august-manufacturing-pmi-rises-to-55-1-new-order-growth-fastest-since-10122 nashnova zh-tw 2026-08-21T00:48:46.959Z 日本8月製造業PMI升至55.1，新訂單增速創2018年來最快 https://www.nashnova.com/zh-hant/feed/special/gold-rallies-for-three-consecutive-weeks-as-u-s-treasury-buyback-plan-boosts-10121 nashnova zh-tw 2026-08-21T00:34:04.357Z 黃金連漲三週，美國財政部回購計劃提振避險需求 https://www.nashnova.com/zh-hant/feed/special/multiple-u-s-states-halt-data-center-approvals-as-ai-infrastructure-faces-10120 nashnova zh-tw 2026-08-21T00:09:11.217Z 美國多州叫停數據中心審批，AI基礎設施遭政治反彈 https://www.nashnova.com/zh-hant/feed/special/japans-july-core-cpi-rises-1-8-percent-supporting-boj-rate-hike-in-september-10119 nashnova zh-tw 2026-08-20T23:48:57.446Z 日本7月核心CPI升1.8%，支持日本央行9月加息 https://www.nashnova.com/zh-hant/feed/special/spacex-and-ast-compete-for-6-billion-satellite-spectrum-license-10118 nashnova zh-tw 2026-08-20T23:29:00.348Z SpaceX與AST競購60億美元衛星頻譜牌照 https://www.nashnova.com/zh-hant/feed/special/tax-competition-for-hedge-funds-heats-up-as-singapore-follows-hong-kong-in-10117 nashnova zh-tw 2026-08-20T23:25:21.724Z 對沖基金稅收競爭升溫，新加坡跟進香港豁免附帶權益 https://www.nashnova.com/zh-hant/feed/special/hang-seng-index-quarterly-rebalancing-approaching-hua-hong-semiconductor-and-two-10116 nashnova zh-tw 2026-08-20T23:24:02.087Z 恒生指數季度調整在即，華虹半導體等三股或入選 https://www.nashnova.com/zh-hant/feed/special/u-s-treasury-buybacks-shock-quant-funds-momentum-strategy-posts-worst-single-day-10115 nashnova zh-tw 2026-08-20T23:14:34.762Z 美國財政部回購衝擊量化基金，動量策略兩年最差單日 https://www.nashnova.com/zh-hant/feed/special/micron-ceo-ai-fundamentally-changes-the-cyclical-logic-of-the-memory-industry-10114 nashnova zh-tw 2026-08-20T23:09:12.342Z 美光CEO：AI令存儲行業週期性邏輯根本改變 https://www.nashnova.com/zh-hant/feed/special/hon-hais-taiwan-ems-share-drops-to-44-8-percent-as-quanta-and-wistrons-combined-10113 nashnova zh-tw 2026-08-20T22:31:36.449Z 鴻海台灣EMS份額跌至44.8%，廣達緯創累計增速近翻倍 https://www.nashnova.com/zh-hant/feed/special/samsung-delays-high-na-euv-mass-production-to-1nm-node-expected-around-2030-10112 nashnova zh-tw 2026-08-20T22:30:03.090Z 三星推遲High-NA EUV量產至1nm節點，約2030年落地 https://www.nashnova.com/zh-hant/feed/special/foreign-ownership-of-japanese-stocks-hits-record-high-ai-related-shares-lead-10111 nashnova zh-tw 2026-08-20T22:04:08.760Z 外資持有日本股票佔比創歷史新高，AI相關股領漲 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-layoffs-rise-to-highest-level-since-2015-10110 nashnova zh-tw 2026-08-20T21:53:35.495Z 摩根大通裁員規模升至2015年以來最高 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-gold-could-surpass-5-000-by-2027-10109 nashnova zh-tw 2026-08-20T21:48:55.285Z 摩根士丹利：黃金2027年或突破5000美元 https://www.nashnova.com/zh-hant/feed/special/nvidia-spends-6-billion-to-license-ai-coding-startup-poolsides-technology-and-10108 nashnova zh-tw 2026-08-20T20:44:47.630Z 輝達斥60億美元授權AI程式設計初創Poolside技術並招募其員工 https://www.nashnova.com/zh-hant/feed/special/u-s-ends-summer-blend-gasoline-requirement-early-to-lower-gas-prices-10107 nashnova zh-tw 2026-08-20T20:43:45.954Z 美國提前終止夏季混合汽油要求以壓低油價 https://www.nashnova.com/zh-hant/feed/special/bessent-pushes-to-suppress-bond-yields-as-warshs-independence-stance-faces-test-10106 nashnova zh-tw 2026-08-20T20:25:03.598Z 貝森特壓債券殖利率，沃什獨立性立場受考驗 https://www.nashnova.com/zh-hant/feed/special/broadcom-seeks-over-60-billion-in-ai-chip-debt-financing-total-scale-could-reach-10105 nashnova zh-tw 2026-08-20T20:23:48.015Z 博通尋求逾600億美元AI晶片債務融資，總規模或達千億 https://www.nashnova.com/zh-hant/feed/special/credit-market-alarm-and-tech-volatility-divergence-intensify-10104 nashnova zh-tw 2026-08-20T19:55:53.132Z 信用市場警報與科技股波動率背離加劇 https://www.nashnova.com/zh-hant/feed/special/ai-borrowing-spree-pushes-u-s-treasury-yields-to-near-two-decade-highs-10103 nashnova zh-tw 2026-08-20T19:54:11.119Z AI借貸潮推升美國國債收益率至近二十年高位 https://www.nashnova.com/zh-hant/feed/special/alibabas-ai-cloud-profit-margin-rises-to-12-percent-as-proprietary-chips-serve-10102 nashnova zh-tw 2026-08-20T19:25:19.663Z 阿里AI雲利潤率升至12%，自研晶片覆蓋650家客戶 https://www.nashnova.com/zh-hant/feed/special/two-binance-employees-detained-at-uae-airport-amid-financial-crime-investigation-10101 nashnova zh-tw 2026-08-20T19:23:59.498Z 幣安兩名員工在阿聯酋機場被拘，涉金融犯罪調查 https://www.nashnova.com/zh-hant/feed/special/jefferies-forecasts-nvidia-q2-revenue-at-95-billion-potentially-the-largest-beat-10100 nashnova zh-tw 2026-08-20T18:39:12.233Z 傑富瑞預測輝達Q2營收達950億美元，或創史上最大超預期 https://www.nashnova.com/zh-hant/feed/special/anthropics-planned-ipo-could-surpass-spacex-as-the-largest-in-history-10099 nashnova zh-tw 2026-08-20T18:09:05.108Z Anthropic擬IPO規模或超SpaceX史上最大紀錄 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-apple-app-store-monthly-revenue-posts-first-year-over-year-10098 nashnova zh-tw 2026-08-20T17:54:05.600Z 摩根士丹利：蘋果App Store月收入四年來首現同比下滑 https://www.nashnova.com/zh-hant/feed/special/apples-new-ceo-john-ternus-takes-over-in-two-weeks-may-adjust-ai-spending-10097 nashnova zh-tw 2026-08-20T17:43:44.499Z 蘋果新任CEO約翰·特納斯兩週後上任，或調整AI支出策略 https://www.nashnova.com/zh-hant/feed/special/nvidia-leverages-its-balance-sheet-to-position-for-the-next-phase-of-ai-10096 nashnova zh-tw 2026-08-20T17:34:04.338Z 輝達借資產負債表佈局AI下一階段 https://www.nashnova.com/zh-hant/feed/special/nvidia-plans-small-batch-shipments-of-custom-ai-chips-to-china-within-this-year-10095 nashnova zh-tw 2026-08-20T17:24:14.150Z 輝達擬年內向中國小批量出貨定製AI晶片 https://www.nashnova.com/zh-hant/feed/special/citi-turns-bearish-on-the-dollar-cuts-3-month-dollar-index-target-to-98-34-10094 nashnova zh-tw 2026-08-20T17:13:59.508Z 花旗轉看空美元，三個月美元指數目標下調至98.34 https://www.nashnova.com/zh-hant/feed/special/bernstein-upgrades-analog-chip-giant-adi-to-outperform-10093 nashnova zh-tw 2026-08-20T16:43:51.136Z 伯恩斯坦上調模擬晶片巨頭ADI評級至跑贏大市 https://www.nashnova.com/zh-hant/feed/special/bessent-u-s-budget-deficit-has-most-likely-peaked-10092 nashnova zh-tw 2026-08-20T16:38:56.984Z 貝森特：美國預算赤字"很可能"已見頂 https://www.nashnova.com/zh-hant/feed/special/token-prices-drop-40-percent-yet-enterprise-ai-spending-rises-50-percent-jevons-10091 nashnova zh-tw 2026-08-20T16:29:01.570Z Token價格跌40%，企業AI支出反升50%，傑文斯悖論顯現 https://www.nashnova.com/zh-hant/feed/special/bond-veteran-credit-spreads-near-30-year-lows-risk-reward-no-longer-attractive-10090 nashnova zh-tw 2026-08-20T16:14:11.304Z 債券老將：信用利差近三十年低位，風險回報已不划算 https://www.nashnova.com/zh-hant/feed/special/st-louis-fed-president-musalem-not-prejudging-september-fomc-rate-decision-10089 nashnova zh-tw 2026-08-20T16:03:35.248Z 聖路易斯聯儲主席穆薩萊姆：不預判9月FOMC利率決定 https://www.nashnova.com/zh-hant/feed/special/japans-foreign-currency-deposits-surge-nearly-4-trillion-in-a-single-quarter-10088 nashnova zh-tw 2026-08-20T15:44:10.463Z 日本外幣存款單季增近4萬億日圓，創1998年開放以來最大漲幅 https://www.nashnova.com/zh-hant/feed/special/nomura-report-advanced-packaging-equipment-expanding-from-cowos-to-hybrid-10087 nashnova zh-tw 2026-08-20T15:30:20.225Z 野村研報：先進封裝設備從CoWoS擴產到混合鍵合，誰最受益 https://www.nashnova.com/zh-hant/feed/special/bessent-u-s-unlikely-to-resume-large-scale-military-action-against-iran-shifting-10086 nashnova zh-tw 2026-08-20T15:28:42.644Z 貝森特：美國不太可能重啟對伊朗大規模軍事行動，轉向加強經濟壓力 https://www.nashnova.com/zh-hant/feed/special/bessent-treasury-buybacks-could-exceed-4-billion-per-operation-aiming-to-10085 nashnova zh-tw 2026-08-20T15:23:56.223Z 貝森特：國債回購每期或超40億美元，意在壓制長端收益率 https://www.nashnova.com/zh-hant/feed/special/chinas-rare-earth-exports-to-u-s-rebound-while-controls-on-japan-continue-to-10084 nashnova zh-tw 2026-08-20T15:14:53.637Z 中國對美稀土出口回升，對日管控持續收緊 https://www.nashnova.com/zh-hant/feed/special/switzerland-and-china-reach-new-trade-agreement-99-8-percent-of-exports-tariff-10083 nashnova zh-tw 2026-08-20T15:13:46.142Z 瑞士與中國達成新貿易協議，99.8%出口商品免關稅 https://www.nashnova.com/zh-hant/feed/special/russias-gold-reserves-drop-to-lowest-level-in-over-six-years-10082 nashnova zh-tw 2026-08-20T15:03:51.113Z 俄羅斯黃金儲備降至六年多來最低 https://www.nashnova.com/zh-hant/feed/special/franklin-templeton-receives-first-sec-approval-to-integrate-tokenized-assets-10081 nashnova zh-tw 2026-08-20T14:56:04.243Z 富蘭克林坦伯頓獲美國證監會首批代幣化資產入傳統基金許可 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-data-mutual-funds-significantly-underweight-nvidia-and-ai-stocks-10080 nashnova zh-tw 2026-08-20T14:54:55.625Z 高盛數據：共同基金大幅低配輝達及AI股 https://www.nashnova.com/zh-hant/feed/special/u-s-leading-indicators-rise-in-july-as-six-month-growth-rate-turns-positive-for-10079 nashnova zh-tw 2026-08-20T14:53:54.445Z 美國7月領先指標上升，六個月增速四年來首轉正 https://www.nashnova.com/zh-hant/feed/special/monte-dei-paschi-board-approves-simultaneous-bids-for-bpm-and-generalis-banca-10078 nashnova zh-tw 2026-08-20T14:49:06.939Z 西雅那銀行董事會批准同時收購BPM與通用保險旗下Banca Generali https://www.nashnova.com/zh-hant/feed/special/waymos-in-house-autonomous-driving-chip-enters-mass-production-computing-power-10077 nashnova zh-tw 2026-08-20T14:23:55.806Z Waymo自研自動駕駛晶片量產，算力超千TOPS對標輝達 https://www.nashnova.com/zh-hant/feed/special/s-and-p-500-dividend-yield-falls-behind-treasuries-ending-a-decade-long-10076 nashnova zh-tw 2026-08-20T14:19:38.068Z 標普500股息收益率跑輸國債，十年優勢終結 https://www.nashnova.com/zh-hant/feed/special/u-s-financial-sector-price-to-book-ratio-rises-to-2-3x-approaching-20-year-high-10075 nashnova zh-tw 2026-08-20T14:18:44.052Z 美國金融板塊市淨率升至2.3倍，逼近20年高位 https://www.nashnova.com/zh-hant/feed/special/warsh-to-speak-at-jackson-hole-as-fed-credibility-faces-test-10074 nashnova zh-tw 2026-08-20T14:13:33.849Z 沃什將在傑克遜霍爾發表演講，聯準會公信力受考驗 https://www.nashnova.com/zh-hant/feed/special/ubs-teardown-of-huawei-atlas-950-super-node-bullish-on-smic-amec-montage-tech-10073 nashnova zh-tw 2026-08-20T13:39:49.884Z 瑞銀拆解華為Atlas 950超節點，看好中芯、中微、瀾起等 https://www.nashnova.com/zh-hant/feed/special/sf-feds-daly-bond-market-signals-credible-monetary-policy-stance-10072 nashnova zh-tw 2026-08-20T13:33:49.159Z 舊金山聯儲戴利：債券市場表明貨幣政策立場可信 https://www.nashnova.com/zh-hant/feed/special/super-micro-completes-independent-review-executives-unaware-of-export-violations-10071 nashnova zh-tw 2026-08-20T13:29:05.821Z 超微電腦完成獨立調查：高層對出口違規不知情 https://www.nashnova.com/zh-hant/feed/special/bitcoin-surges-11-percent-in-two-days-to-near-two-month-high-cftc-will-set-own-10070 nashnova zh-tw 2026-08-20T13:21:51.181Z 比特幣兩日漲11%觸近兩月高位，CFTC：立法若失敗將自行制定規則 https://www.nashnova.com/zh-hant/feed/special/u-s-national-debt-surpasses-historic-40-trillion-mark-10069 nashnova zh-tw 2026-08-20T13:20:30.938Z 美國國家債務突破40兆美元歷史紀錄 https://www.nashnova.com/zh-hant/feed/special/former-cleveland-fed-president-mester-rate-hikes-are-more-appropriate-now-10068 nashnova zh-tw 2026-08-20T13:19:31.232Z 前克利夫蘭聯儲主席梅斯特：當前加息更具適當性 https://www.nashnova.com/zh-hant/feed/special/jcet-reports-h1-net-profit-of-845-million-yuan-up-79-percent-yoy-10067 nashnova zh-tw 2026-08-20T13:18:41.655Z 長電科技上半年淨利潤8.45億元，同比增79% https://www.nashnova.com/zh-hant/feed/special/u-s-stock-futures-fall-oil-breaks-above-94-long-bond-yields-rebound-erasing-10066 nashnova zh-tw 2026-08-20T12:44:39.869Z 美股期貨跌、油價破94美元、長債收益率回升抹去財政部干預效果 https://www.nashnova.com/zh-hant/feed/special/chinese-ai-firms-face-computing-power-constraints-high-quality-inference-still-10065 nashnova zh-tw 2026-08-20T12:41:54.930Z 中國AI企業算力受限，高品質推理仍依賴輝達晶片 https://www.nashnova.com/zh-hant/feed/special/ceasefire-drives-chinas-july-gulf-crude-imports-to-double-mom-analysts-warn-of-10064 nashnova zh-tw 2026-08-20T12:40:53.766Z 停火推動中國7月海灣原油進口量環比翻倍，分析師警示後續需求存疑 https://www.nashnova.com/zh-hant/feed/special/philadelphia-fed-manufacturing-index-surges-to-47-4-in-august-far-exceeding-10063 nashnova zh-tw 2026-08-20T12:40:05.138Z 費城聯儲8月製造業指數升至47.4，大幅超預期