https://www.nashnova.com/feed/special/atlanta-feds-venable-inflation-still-too-high-outlook-for-relief-hinges-on-9211 nashnova en 2026-08-11T15:40:09.526Z Atlanta Fed's Venable: Inflation Still Too High, Outlook for Relief Hinges on Middle East Situation https://www.nashnova.com/feed/special/coherent-q4-earnings-preview-adjusted-eps-expected-to-rise-62-percent-yoy-data-9210 nashnova en 2026-08-11T15:29:42.655Z Coherent Q4 Earnings Preview: Adjusted EPS Expected to Rise 62% YoY, Data Center Revenue in Focus https://www.nashnova.com/feed/special/us-etf-weekly-spy-sees-15-3b-weekly-outflow-as-tech-sector-leads-net-redemptions-9209 nashnova en 2026-08-11T15:19:55.466Z US ETF Weekly: SPY Sees $15.3B Weekly Outflow as Tech Sector Leads Net Redemptions https://www.nashnova.com/feed/special/u-s-q2-household-debt-edges-down-to-18-8-trillion-as-auto-loans-hit-nominal-9208 nashnova en 2026-08-11T15:15:22.547Z U.S. Q2 Household Debt Edges Down to $18.8 Trillion as Auto Loans Hit Nominal Record High https://www.nashnova.com/feed/special/white-house-lifts-tiktok-ban-on-government-devices-9207 nashnova en 2026-08-11T14:55:09.112Z White House Lifts TikTok Ban on Government Devices https://www.nashnova.com/feed/special/cme-group-announces-expansion-of-silver-futures-to-nearly-24-hour-trading-as-9206 nashnova en 2026-08-11T14:16:16.995Z CME Group Announces Expansion of Silver Futures to Nearly 24-Hour Trading as Gold Validates Retail Demand https://www.nashnova.com/feed/special/u-s-existing-home-sales-decline-for-second-straight-month-in-july-median-price-9205 nashnova en 2026-08-11T14:15:05.925Z U.S. Existing Home Sales Decline for Second Straight Month in July, Median Price Hits Second-Highest on Record https://www.nashnova.com/feed/special/wall-street-options-market-sentiment-reversal-upside-risk-replaces-downside-9204 nashnova en 2026-08-11T14:12:40.413Z Wall Street Options Market Sentiment Reversal: Upside Risk Replaces Downside Panic https://www.nashnova.com/feed/special/russian-crude-shipments-drop-to-lowest-since-may-9203 nashnova en 2026-08-11T14:10:19.629Z Russian Crude Shipments Drop to Lowest Since May https://www.nashnova.com/feed/special/manus-announces-imminent-return-to-independent-operations-as-meta-acquisition-9202 nashnova en 2026-08-11T13:56:57.632Z Manus Announces Imminent Return to Independent Operations as Meta Acquisition Deal Officially Unwound https://www.nashnova.com/feed/special/ai-related-etf-leveraged-exposure-rises-to-58-percent-rebalancing-mechanism-may-9201 nashnova en 2026-08-11T13:56:05.580Z AI-Related ETF Leveraged Exposure Rises to 58%; Rebalancing Mechanism May Amplify Tech Stock Volatility https://www.nashnova.com/feed/special/bofa-doubts-over-whether-bull-market-leadership-can-pass-from-tech-to-other-9200 nashnova en 2026-08-11T13:54:08.636Z BofA: Doubts Over Whether Bull Market Leadership Can Pass From Tech to Other Sectors https://www.nashnova.com/feed/special/brent-breaks-above-90-as-trumps-reparations-rhetoric-dims-peace-talk-prospects-9199 nashnova en 2026-08-11T13:40:53.228Z Brent Breaks Above $90 as Trump's Reparations Rhetoric Dims Peace Talk Prospects https://www.nashnova.com/feed/special/intercontinental-exchange-raises-6-billion-in-bond-offering-to-fund-marketaxess-9198 nashnova en 2026-08-11T13:39:54.239Z Intercontinental Exchange Raises $6 Billion in Bond Offering to Fund MarketAxess Acquisition https://www.nashnova.com/feed/special/cds-trading-volumes-on-hyperscale-cloud-providers-hit-record-highs-as-credit-9197 nashnova en 2026-08-11T13:35:11.880Z CDS Trading Volumes on Hyperscale Cloud Providers Hit Record Highs as Credit Risk Premiums Continue to Widen https://www.nashnova.com/feed/special/iif-emerging-markets-see-18-8b-inflows-in-july-ending-two-month-net-outflow-9196 nashnova en 2026-08-11T13:21:21.602Z IIF: Emerging Markets See $18.8B Inflows in July, Ending Two-Month Net Outflow Streak https://www.nashnova.com/feed/special/nvidia-releases-its-first-open-source-ai-model-nemotron-3-5-lightning-9195 nashnova en 2026-08-11T13:20:19.019Z NVIDIA Releases Its First Open-Source AI Model Nemotron 3.5 Lightning https://www.nashnova.com/feed/special/deutsche-bank-market-has-priced-in-a-near-perfect-landing-leaving-minimal-margin-9194 nashnova en 2026-08-11T13:19:56.795Z Deutsche Bank: Market Has Priced In a "Near-Perfect Landing," Leaving Minimal Margin for Error https://www.nashnova.com/feed/special/hkex-hong-kong-ipo-fundraising-reaches-41-billion-this-year-expected-to-set-new-9193 nashnova en 2026-08-11T13:15:06.717Z HKEX: Hong Kong IPO Fundraising Reaches $41 Billion This Year, Expected to Set New Annual Record https://www.nashnova.com/feed/special/nasdaq-acquires-dark-pool-trading-platform-level-9192 nashnova en 2026-08-11T13:14:51.869Z Nasdaq Acquires Dark Pool Trading Platform LeveL https://www.nashnova.com/feed/special/legal-basis-of-new-u-s-tariffs-faces-risks-chinese-firms-say-impact-is-easing-9191 nashnova en 2026-08-11T13:09:40.148Z Legal Basis of New U.S. Tariffs Faces Risks; Chinese Firms Say Impact Is Easing https://www.nashnova.com/feed/special/bytedance-establishes-ai-data-and-safety-as-a-first-level-department-9190 nashnova en 2026-08-11T13:00:29.837Z ByteDance Establishes AI Data & Safety as a First-Level Department https://www.nashnova.com/feed/special/bofa-downgrades-applovin-citing-rising-risks-to-long-term-growth-targets-9189 nashnova en 2026-08-11T12:54:43.469Z BofA Downgrades AppLovin, Citing Rising Risks to Long-Term Growth Targets https://www.nashnova.com/feed/special/wsj-spacex-acquisition-of-tesla-could-clear-major-hurdle-for-musks-massive-pay-9188 nashnova en 2026-08-11T12:49:51.115Z WSJ: SpaceX Acquisition of Tesla Could Clear Major Hurdle for Musk's Massive Pay Package https://www.nashnova.com/feed/special/crude-oil-transit-through-strait-of-hormuz-continues-as-tanker-daily-rates-9187 nashnova en 2026-08-11T12:40:06.878Z Crude Oil Transit Through Strait of Hormuz Continues as Tanker Daily Rates Approach $500,000 https://www.nashnova.com/feed/special/goldman-sachs-expects-july-core-cpi-below-consensus-hsbc-bets-on-another-soft-9186 nashnova en 2026-08-11T12:35:23.134Z Goldman Sachs Expects July Core CPI Below Consensus; HSBC Bets on Another Soft Reading https://www.nashnova.com/feed/special/nearly-100-billion-intervention-effect-fades-as-yen-approaches-160-again-9185 nashnova en 2026-08-11T12:25:44.186Z Nearly $100 Billion Intervention Effect Fades as Yen Approaches 160 Again https://www.nashnova.com/feed/special/ibm-and-together-ai-sign-240m-deal-to-build-nvidia-ai-inference-cluster-on-ibm-9184 nashnova en 2026-08-11T12:20:17.517Z IBM and Together AI Sign $240M Deal to Build NVIDIA AI Inference Cluster on IBM Cloud https://www.nashnova.com/feed/special/china-and-indonesia-announce-first-ever-joint-naval-drill-in-waters-east-of-9183 nashnova en 2026-08-11T12:00:02.218Z China and Indonesia Announce First-Ever Joint Naval Drill in Waters East of Taiwan https://www.nashnova.com/feed/special/gold-tests-june-highs-as-chinese-buying-and-yen-movements-become-key-variables-9182 nashnova en 2026-08-11T11:55:40.321Z Gold Tests June Highs as Chinese Buying and Yen Movements Become Key Variables https://www.nashnova.com/feed/special/salvini-proposes-5-percent-annual-tax-on-italys-top-10-banks-9181 nashnova en 2026-08-11T11:35:08.689Z Salvini Proposes 5% Annual Tax on Italy's Top 10 Banks https://www.nashnova.com/feed/special/korean-brokerages-cut-target-prices-for-samsung-and-sk-hynix-in-quick-succession-9180 nashnova en 2026-08-11T11:25:14.058Z Korean Brokerages Cut Target Prices for Samsung and SK Hynix in Quick Succession as Memory Peak Concerns Mount https://www.nashnova.com/feed/special/nomura-market-attention-on-nvidia-has-surpassed-inflation-data-9179 nashnova en 2026-08-11T11:19:46.123Z Nomura: Market Attention on Nvidia Has Surpassed Inflation Data https://www.nashnova.com/feed/special/s-and-p-500-equity-risk-premium-falls-to-2-3-percent-as-rising-real-yields-9178 nashnova en 2026-08-11T11:19:38.848Z S&P 500 Equity Risk Premium Falls to 2.3% as Rising Real Yields Compress Stock Compensation https://www.nashnova.com/feed/special/sea-limited-q2-revenue-beats-expectations-shopee-gmv-up-28-percent-shares-rise-7-9177 nashnova en 2026-08-11T11:10:18.772Z Sea Limited Q2 Revenue Beats Expectations, Shopee GMV Up 28%, Shares Rise 7.6% Premarket https://www.nashnova.com/feed/special/pakistan-says-u-s-iran-talks-near-deal-arrangement-oil-prices-drop-sharply-9176 nashnova en 2026-08-11T11:09:58.790Z Pakistan Says U.S.-Iran Talks Near Deal Arrangement, Oil Prices Drop Sharply https://www.nashnova.com/feed/special/wells-fargo-sentiment-indicator-hits-8-year-high-recommends-hedging-ahead-of-cpi-9175 nashnova en 2026-08-11T11:05:08.655Z Wells Fargo: Sentiment Indicator Hits 8-Year High, Recommends Hedging Ahead of CPI https://www.nashnova.com/feed/special/houthi-attack-on-red-sea-cargo-ship-kills-3-transit-through-bab-el-mandeb-strait-9174 nashnova en 2026-08-11T11:00:02.911Z Houthi Attack on Red Sea Cargo Ship Kills 3, Transit Through Bab el-Mandeb Strait Plummets https://www.nashnova.com/feed/special/u-s-stock-futures-largely-flat-pre-market-as-energy-strengthens-and-fixed-income-9173 nashnova en 2026-08-11T10:45:35.677Z U.S. Stock Futures Largely Flat Pre-Market as Energy Strengthens and Fixed Income Faces Pressure https://www.nashnova.com/feed/special/panama-flagged-container-ship-reportedly-struck-by-missile-in-gulf-of-oman-9172 nashnova en 2026-08-11T10:44:32.948Z Panama-Flagged Container Ship Reportedly Struck by Missile in Gulf of Oman https://www.nashnova.com/feed/special/middle-east-negotiation-deadlock-pushes-oil-prices-higher-as-global-bond-yields-9171 nashnova en 2026-08-11T10:34:52.826Z Middle East Negotiation Deadlock Pushes Oil Prices Higher as Global Bond Yields Hit Monthly Highs https://www.nashnova.com/feed/special/taiwan-electronics-supply-chain-diverges-in-july-ai-chain-accelerates-while-pc-9170 nashnova en 2026-08-11T10:20:39.157Z Taiwan Electronics Supply Chain Diverges in July: AI Chain Accelerates While PC ODM Shipments Drop 31% MoM https://www.nashnova.com/feed/special/u-s-small-business-confidence-rises-to-11-month-high-in-july-labor-shortage-9169 nashnova en 2026-08-11T10:15:18.730Z U.S. Small Business Confidence Rises to 11-Month High in July; Labor Shortage Emerges as Top Concern https://www.nashnova.com/feed/special/china-july-passenger-car-retail-sales-drop-20-9-percent-nev-share-rises-to-65-1-9168 nashnova en 2026-08-11T09:35:33.209Z China July Passenger Car Retail Sales Drop 20.9%, NEV Share Rises to 65.1% https://www.nashnova.com/feed/special/rising-oil-prices-fuel-inflation-fears-pressuring-em-currencies-and-bond-markets-9167 nashnova en 2026-08-11T09:21:36.157Z Rising Oil Prices Fuel Inflation Fears, Pressuring EM Currencies and Bond Markets https://www.nashnova.com/feed/special/tencent-music-q2-revenue-hits-rmb-13-2-billion-beating-expectations-on-both-top-9166 nashnova en 2026-08-11T09:16:04.965Z Tencent Music Q2 Revenue Hits RMB 13.2 Billion, Beating Expectations on Both Top and Bottom Lines https://www.nashnova.com/feed/special/european-defense-stocks-pull-back-13-percent-barclays-and-rbc-see-bullish-9165 nashnova en 2026-08-11T09:12:15.938Z European Defense Stocks Pull Back 13%: Barclays and RBC See Bullish Rebound Ahead https://www.nashnova.com/feed/special/foxconn-industrial-internets-h1-net-profit-reaches-23-7-billion-yuan-nearly-9164 nashnova en 2026-08-11T09:01:07.844Z Foxconn Industrial Internet's H1 Net Profit Reaches 23.7 Billion Yuan, Nearly Doubling Year-over-Year https://www.nashnova.com/feed/special/hong-kong-stocks-close-lower-on-august-11-hang-seng-index-falls-1-1-percent-oil-9163 nashnova en 2026-08-11T08:52:15.167Z Hong Kong Stocks Close Lower on August 11: Hang Seng Index Falls 1.1%, Oil Stocks Buck the Trend, Gold Stocks Tumble https://www.nashnova.com/feed/special/s-and-p-500-hits-record-high-as-shorts-sit-on-nearly-4-percent-losses-short-9162 nashnova en 2026-08-11T08:51:26.610Z S&P 500 Hits Record High as Shorts Sit on Nearly 4% Losses — Short-Covering Pressure May Fuel Further Rally https://www.nashnova.com/feed/special/bofa-downgrades-broadcom-credit-rating-to-neutral-as-xpv-platform-debt-risks-9161 nashnova en 2026-08-11T08:26:32.606Z BofA Downgrades Broadcom Credit Rating to Neutral as XPV Platform Debt Risks Weigh on Spreads https://www.nashnova.com/feed/special/morgan-stanley-spacex-ai-business-severely-undervalued-300-target-with-600-bull-9159 nashnova en 2026-08-11T08:22:17.992Z Morgan Stanley: SpaceX AI Business Severely Undervalued, $300 Target with $600 Bull Case https://www.nashnova.com/feed/special/goldman-sachs-ai-spending-returns-questioned-european-stocks-already-9160 nashnova en 2026-08-11T08:22:13.801Z Goldman Sachs: AI Spending Returns Questioned, European Stocks Already Outperforming S&P 500 This Year https://www.nashnova.com/feed/special/morningstar-tsmcs-ai-returns-need-2028-2029-validation-9158 nashnova en 2026-08-11T08:06:16.595Z Morningstar: TSMC's AI Returns Need 2028-2029 Validation https://www.nashnova.com/feed/special/goldman-sachs-ai-investment-theme-shifts-from-computing-power-to-humanoid-robots-9157 nashnova en 2026-08-11T07:51:51.240Z Goldman Sachs: AI Investment Theme Shifts from Computing Power to Humanoid Robots https://www.nashnova.com/feed/special/tsmc-cowos-capacity-approaching-ai-demand-yield-rate-exceeds-98-percent-9156 nashnova en 2026-08-11T07:21:53.593Z TSMC CoWoS Capacity Approaching AI Demand, Yield Rate Exceeds 98% https://www.nashnova.com/feed/special/long-march-7a-explodes-85-seconds-after-launch-chinasat-4b-satellite-total-loss-9155 nashnova en 2026-08-11T07:18:26.644Z Long March 7A Explodes 85 Seconds After Launch, ChinaSat 4B Satellite Total Loss https://www.nashnova.com/feed/special/rba-unanimously-holds-rate-at-4-35-percent-in-august-aud-falls-below-0-705-9154 nashnova en 2026-08-11T06:46:25.439Z RBA Unanimously Holds Rate at 4.35% in August, AUD Falls Below $0.705 https://www.nashnova.com/feed/special/bank-of-korea-deputy-governor-rate-hikes-likely-to-continue-unless-major-shock-9153 nashnova en 2026-08-11T06:16:06.822Z Bank of Korea Deputy Governor: Rate Hikes Likely to Continue Unless Major Shock Occurs https://www.nashnova.com/feed/special/nvidia-partners-with-six-major-financial-institutions-to-build-500-billion-ai-9152 nashnova en 2026-08-11T06:11:57.624Z NVIDIA Partners with Six Major Financial Institutions to Build $500 Billion AI Infrastructure Financing Network https://www.nashnova.com/feed/special/anthropic-embeds-invisible-text-watermarks-in-claudes-global-output-9151 nashnova en 2026-08-11T06:07:04.750Z Anthropic Embeds Invisible Text Watermarks in Claude's Global Output https://www.nashnova.com/feed/special/aluminum-prices-rally-for-seven-straight-days-to-seven-week-high-as-hormuz-9150 nashnova en 2026-08-11T05:41:25.154Z Aluminum Prices Rally for Seven Straight Days to Seven-Week High as Hormuz Standoff Weighs on Supply Outlook https://www.nashnova.com/feed/special/kuo-ming-chi-apples-shipment-plan-cut-not-due-to-tsmc-order-backlog-9149 nashnova en 2026-08-11T05:25:57.921Z Kuo Ming-Chi: Apple's Shipment Plan Cut Not Due to TSMC Order Backlog https://www.nashnova.com/feed/special/xrp-and-ethereum-lead-losses-as-bitcoin-fails-to-break-65-000-for-the-fourth-9148 nashnova en 2026-08-11T04:56:43.310Z XRP and Ethereum Lead Losses as Bitcoin Fails to Break $65,000 for the Fourth Time https://www.nashnova.com/feed/special/goldman-sachs-ai-cash-burn-u-s-debt-expansion-and-hormuz-blockade-converge-the-9147 nashnova en 2026-08-11T04:31:59.032Z Goldman Sachs: AI Cash Burn, U.S. Debt Expansion, and Hormuz Blockade Converge — The World Enters an Era of Capital Scarcity https://www.nashnova.com/feed/special/samsung-accelerates-2nm-certification-at-texas-taylor-fab-tesla-and-broadcom-9146 nashnova en 2026-08-11T04:21:28.211Z Samsung Accelerates 2nm Certification at Texas Taylor Fab; Tesla and Broadcom Emerge as Potential Anchor Clients https://www.nashnova.com/feed/special/tesla-fsd-china-entry-hindered-by-new-chinese-autonomous-driving-standards-9145 nashnova en 2026-08-11T04:15:53.593Z Tesla FSD China Entry Hindered by New Chinese Autonomous Driving Standards https://www.nashnova.com/feed/special/global-gas-turbine-q2-orders-hit-record-high-major-banks-say-industry-entering-9144 nashnova en 2026-08-11T04:01:18.187Z Global Gas Turbine Q2 Orders Hit Record High; Major Banks Say Industry Entering "Super Cycle" https://www.nashnova.com/feed/special/trump-extends-jones-act-waiver-another-90-days-with-narrowed-scope-to-safeguard-9143 nashnova en 2026-08-11T03:56:44.180Z Trump Extends Jones Act Waiver Another 90 Days with Narrowed Scope to Safeguard Energy Supply https://www.nashnova.com/feed/special/u-s-treasury-yields-surpass-2022-peak-as-strategists-warn-of-potential-rise-to-6-9142 nashnova en 2026-08-11T03:56:09.172Z U.S. Treasury Yields Surpass 2022 Peak as Strategists Warn of Potential Rise to 6% https://www.nashnova.com/feed/special/micron-dram-becomes-ais-primary-bottleneck-supply-demand-tightness-to-extend-9141 nashnova en 2026-08-11T03:46:31.173Z Micron: DRAM Becomes AI's Primary Bottleneck, Supply-Demand Tightness to Extend Beyond 2027 https://www.nashnova.com/feed/special/general-motors-plans-to-sell-indiana-battery-joint-venture-to-samsung-sdi-9140 nashnova en 2026-08-11T03:16:17.679Z General Motors Plans to Sell Indiana Battery Joint Venture to Samsung SDI https://www.nashnova.com/feed/special/goldman-sachs-three-key-debates-on-chinas-optical-transceiver-ban-industry-9139 nashnova en 2026-08-11T03:06:27.424Z Goldman Sachs: Three Key Debates on China's Optical Transceiver Ban — Industry Leaders' Dominance Hard to Shake https://www.nashnova.com/feed/special/hong-kong-plans-to-include-proprietary-trading-firms-in-big-bang-tax-reform-9138 nashnova en 2026-08-11T03:00:59.717Z Hong Kong Plans to Include Proprietary Trading Firms in 'Big Bang' Tax Reform https://www.nashnova.com/feed/special/huawei-alibaba-and-tencent-accelerate-npo-commercialization-opening-an-9137 nashnova en 2026-08-11T02:36:53.297Z Huawei, Alibaba, and Tencent Accelerate NPO Commercialization, Opening an Industrialization Window for Domestic Optical Interconnects https://www.nashnova.com/feed/special/ubs-survey-enterprise-ai-spending-holds-strong-but-build-your-own-trend-9136 nashnova en 2026-08-11T02:17:03.404Z UBS Survey: Enterprise AI Spending Holds Strong, but Build-Your-Own Trend Pressures SaaS Vendors https://www.nashnova.com/feed/special/amkor-plans-to-sell-stake-in-china-operations-valued-up-to-1-5-billion-9135 nashnova en 2026-08-11T02:16:16.320Z Amkor Plans to Sell Stake in China Operations, Valued Up to $1.5 Billion https://www.nashnova.com/feed/special/bloomberg-apples-2027-glass-iphone-still-on-track-refuting-jefferies-9134 nashnova en 2026-08-11T01:46:46.876Z Bloomberg: Apple's 2027 Glass iPhone Still on Track, Refuting Jefferies' Cancellation Claim https://www.nashnova.com/feed/special/ubs-gold-breaks-above-key-4-250-resistance-short-term-reversal-signal-confirmed-9133 nashnova en 2026-08-11T01:35:47.551Z UBS: Gold Breaks Above Key $4,250 Resistance, Short-Term Reversal Signal Confirmed https://www.nashnova.com/feed/special/unitree-robotics-ipo-subscription-rate-at-0-018-percent-only-1-in-every-5-500-9132 nashnova en 2026-08-11T01:11:17.595Z Unitree Robotics IPO Subscription Rate at 0.018%: Only 1 in Every 5,500 Applications Wins https://www.nashnova.com/feed/special/anthropic-roadshow-bolsters-investor-confidence-ipo-could-launch-as-early-as-9131 nashnova en 2026-08-11T01:10:52.565Z Anthropic Roadshow Bolsters Investor Confidence, IPO Could Launch as Early as September https://www.nashnova.com/feed/special/u-s-commerce-department-investigates-chinese-firms-leasing-computing-power-in-9130 nashnova en 2026-08-11T00:58:21.383Z U.S. Commerce Department Investigates Chinese Firms Leasing Computing Power in Southeast Asia https://www.nashnova.com/feed/special/anthropics-internal-claude-model-pushes-lower-bound-of-riemann-hypothesis-zeros-9129 nashnova en 2026-08-11T00:56:57.530Z Anthropic's Internal Claude Model Pushes Lower Bound of Riemann Hypothesis Zeros to 67.2% https://www.nashnova.com/feed/special/tech-giants-off-balance-sheet-hidden-liabilities-approaching-2-trillion-9128 nashnova en 2026-08-11T00:56:33.807Z Tech Giants' Off-Balance-Sheet Hidden Liabilities Approaching $2 Trillion https://www.nashnova.com/feed/special/kioxias-largest-shareholder-changes-hands-sk-hynix-gains-de-facto-control-9127 nashnova en 2026-08-11T00:46:05.555Z Kioxia's Largest Shareholder Changes Hands: SK Hynix Gains De Facto Control Through Bain Capital's Convertible Bond Structure https://www.nashnova.com/feed/special/tencent-workbuddy-hits-nearly-21-million-monthly-visits-can-ai-products-drive-a-9126 nashnova en 2026-08-11T00:36:20.709Z Tencent WorkBuddy Hits Nearly 21 Million Monthly Visits — Can AI Products Drive a Valuation Re-Rating? https://www.nashnova.com/feed/special/anthropic-signs-9-1-billion-compute-contract-with-riot-9125 nashnova en 2026-08-11T00:21:05.330Z Anthropic Signs $9.1 Billion Compute Contract with Riot https://www.nashnova.com/feed/special/two-inflation-reports-will-determine-whether-the-fed-raises-rates-in-september-9124 nashnova en 2026-08-11T00:11:41.292Z Two Inflation Reports Will Determine Whether the Fed Raises Rates in September https://www.nashnova.com/feed/special/cicc-hk-stock-rebound-driven-by-position-rebalancing-sustained-rally-still-9123 nashnova en 2026-08-11T00:07:05.995Z CICC: HK Stock Rebound Driven by Position Rebalancing; Sustained Rally Still Requires Fiscal or Tech Catalysts https://www.nashnova.com/feed/special/chinese-banks-accelerate-disposal-of-over-55-billion-yuan-in-credit-card-non-9122 nashnova en 2026-08-11T00:06:10.967Z Chinese Banks Accelerate Disposal of Over 55 Billion Yuan in Credit Card Non-Performing Loans https://www.nashnova.com/feed/special/asian-bank-stocks-post-strongest-rally-in-decades-as-capital-rotates-from-ai-9121 nashnova en 2026-08-10T23:48:51.898Z Asian Bank Stocks Post Strongest Rally in Decades as Capital Rotates from AI Trade to Defensives https://www.nashnova.com/feed/special/15th-five-year-coal-plan-implemented-hk-listed-coal-stocks-face-valuation-9120 nashnova en 2026-08-10T23:48:30.448Z 15th Five-Year Coal Plan Implemented: HK-Listed Coal Stocks Face Valuation Reassessment https://www.nashnova.com/feed/special/nvidia-vera-rubin-memory-cost-breakdown-socamm2-accounts-for-nearly-50-percent-9119 nashnova en 2026-08-10T23:47:32.000Z NVIDIA Vera Rubin Memory Cost Breakdown: SOCAMM2 Accounts for Nearly 50% https://www.nashnova.com/feed/special/chinese-automakers-european-market-share-rises-to-9-5-percent-as-trade-frictions-9118 nashnova en 2026-08-10T23:47:10.937Z Chinese Automakers' European Market Share Rises to 9.5% as Trade Frictions Intensify https://www.nashnova.com/feed/special/drone-strike-hits-libyas-zawiya-refinery-national-oil-corporation-declares-state-9117 nashnova en 2026-08-10T23:46:23.199Z Drone Strike Hits Libya's Zawiya Refinery, National Oil Corporation Declares State of Emergency https://www.nashnova.com/feed/special/umc-july-revenue-hits-45-month-high-as-wafer-price-hikes-support-h2-growth-9116 nashnova en 2026-08-10T23:46:03.249Z UMC July Revenue Hits 45-Month High as Wafer Price Hikes Support H2 Growth https://www.nashnova.com/feed/special/intel-expands-share-offering-to-20-billion-as-subscription-demand-exceeds-100-9115 nashnova en 2026-08-10T23:31:10.228Z Intel Expands Share Offering to $20 Billion as Subscription Demand Exceeds $100 Billion https://www.nashnova.com/feed/special/twd-options-bet-on-rebound-as-bearish-usd-positions-exceed-bullish-for-first-9114 nashnova en 2026-08-10T23:21:16.157Z TWD Options Bet on Rebound as Bearish-USD Positions Exceed Bullish for First Time This Year https://www.nashnova.com/feed/special/south-korean-minister-warns-cxmt-expansion-threatens-memory-profits-urges-9113 nashnova en 2026-08-10T23:11:24.685Z South Korean Minister Warns: CXMT Expansion Threatens Memory Profits, Urges Against Splitting Semiconductor Gains https://www.nashnova.com/feed/special/u-s-iran-compensation-dispute-escalates-oil-prices-surge-over-5-percent-in-a-9112 nashnova en 2026-08-10T22:51:54.148Z U.S.-Iran Compensation Dispute Escalates, Oil Prices Surge Over 5% in a Single Day, All Three Major U.S. Stock Indexes Close Lower https://www.nashnova.com/zh/feed/special/cme-group-announces-expansion-of-silver-futures-to-nearly-24-hour-trading-as-9206 nashnova zh-cn 2026-08-11T14:16:16.995Z 芝商所宣布白银期货扩至全天候交易，黄金验证散户需求 https://www.nashnova.com/zh/feed/special/u-s-existing-home-sales-decline-for-second-straight-month-in-july-median-price-9205 nashnova zh-cn 2026-08-11T14:15:05.925Z 美国7月成屋销售连续两月下滑，中位价创次高纪录 https://www.nashnova.com/zh/feed/special/wall-street-options-market-sentiment-reversal-upside-risk-replaces-downside-9204 nashnova zh-cn 2026-08-11T14:12:40.413Z 华尔街期权市场情绪反转：上行风险取代下行恐慌 https://www.nashnova.com/zh/feed/special/russian-crude-shipments-drop-to-lowest-since-may-9203 nashnova zh-cn 2026-08-11T14:10:19.629Z 俄罗斯原油出货量降至5月来最低 https://www.nashnova.com/zh/feed/special/manus-announces-imminent-return-to-independent-operations-as-meta-acquisition-9202 nashnova zh-cn 2026-08-11T13:56:57.632Z Manus宣布即将恢复独立运营，Meta收购交易正式解除 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https://www.nashnova.com/zh/feed/special/legal-basis-of-new-u-s-tariffs-faces-risks-chinese-firms-say-impact-is-easing-9191 nashnova zh-cn 2026-08-11T13:09:40.148Z 美国新关税法律基础存隐患，中国企业称冲击趋缓 https://www.nashnova.com/zh/feed/special/bytedance-establishes-ai-data-and-safety-as-a-first-level-department-9190 nashnova zh-cn 2026-08-11T13:00:29.837Z 字节跳动成立AI数据与安全一级部门 https://www.nashnova.com/zh/feed/special/bofa-downgrades-applovin-citing-rising-risks-to-long-term-growth-targets-9189 nashnova zh-cn 2026-08-11T12:54:43.469Z 美银下调AppLovin评级，指长期增长目标风险上升 https://www.nashnova.com/zh/feed/special/wsj-spacex-acquisition-of-tesla-could-clear-major-hurdle-for-musks-massive-pay-9188 nashnova zh-cn 2026-08-11T12:49:51.115Z WSJ：SpaceX收购特斯拉或扫清马斯克巨额薪酬障碍 https://www.nashnova.com/zh/feed/special/crude-oil-transit-through-strait-of-hormuz-continues-as-tanker-daily-rates-9187 nashnova zh-cn 2026-08-11T12:40:06.878Z 霍尔木兹海峡原油转运持续，油轮日租金逼近50万美元 https://www.nashnova.com/zh/feed/special/goldman-sachs-expects-july-core-cpi-below-consensus-hsbc-bets-on-another-soft-9186 nashnova zh-cn 2026-08-11T12:35:23.134Z 高盛预计7月核心CPI低于共识，汇丰押注数据再度温和 https://www.nashnova.com/zh/feed/special/nearly-100-billion-intervention-effect-fades-as-yen-approaches-160-again-9185 nashnova zh-cn 2026-08-11T12:25:44.186Z 近千亿美元干预效应消退，日元再逼160关口 https://www.nashnova.com/zh/feed/special/ibm-and-together-ai-sign-240m-deal-to-build-nvidia-ai-inference-cluster-on-ibm-9184 nashnova zh-cn 2026-08-11T12:20:17.517Z IBM与Together AI签2.4亿美元协议，在IBM云上建英伟达AI推理集群 https://www.nashnova.com/zh/feed/special/china-and-indonesia-announce-first-ever-joint-naval-drill-in-waters-east-of-9183 nashnova zh-cn 2026-08-11T12:00:02.218Z 中国印尼首次宣布在台湾以东海域举行联合海军演习 https://www.nashnova.com/zh/feed/special/gold-tests-june-highs-as-chinese-buying-and-yen-movements-become-key-variables-9182 nashnova zh-cn 2026-08-11T11:55:40.321Z 黄金测试6月高点，中国买盘与日元走势成关键变量 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https://www.nashnova.com/zh/feed/special/pakistan-says-u-s-iran-talks-near-deal-arrangement-oil-prices-drop-sharply-9176 nashnova zh-cn 2026-08-11T11:09:58.790Z 巴基斯坦称美伊谈判接近达成安排，油价短线下挫 https://www.nashnova.com/zh/feed/special/wells-fargo-sentiment-indicator-hits-8-year-high-recommends-hedging-ahead-of-cpi-9175 nashnova zh-cn 2026-08-11T11:05:08.655Z 富国银行：情绪指标触八年高位，建议CPI前对冲 https://www.nashnova.com/zh/feed/special/houthi-attack-on-red-sea-cargo-ship-kills-3-transit-through-bab-el-mandeb-strait-9174 nashnova zh-cn 2026-08-11T11:00:02.911Z 胡塞武装袭击红海货船致3人死亡，曼德海峡过境船只骤降 https://www.nashnova.com/zh/feed/special/u-s-stock-futures-largely-flat-pre-market-as-energy-strengthens-and-fixed-income-9173 nashnova zh-cn 2026-08-11T10:45:35.677Z 美股期货开盘前基本持平，能源走强，固收承压 https://www.nashnova.com/zh/feed/special/panama-flagged-container-ship-reportedly-struck-by-missile-in-gulf-of-oman-9172 nashnova zh-cn 2026-08-11T10:44:32.948Z 巴拿马籍集装箱船在阿曼湾疑遭导弹击中 https://www.nashnova.com/zh/feed/special/middle-east-negotiation-deadlock-pushes-oil-prices-higher-as-global-bond-yields-9171 nashnova zh-cn 2026-08-11T10:34:52.826Z 中东谈判僵局推高油价，全球债券收益率升至月内新高 https://www.nashnova.com/zh/feed/special/taiwan-electronics-supply-chain-diverges-in-july-ai-chain-accelerates-while-pc-9170 nashnova zh-cn 2026-08-11T10:20:39.157Z 台湾电子供应链7月分化：AI链提速，PC代工出货环比降31% https://www.nashnova.com/zh/feed/special/u-s-small-business-confidence-rises-to-11-month-high-in-july-labor-shortage-9169 nashnova zh-cn 2026-08-11T10:15:18.730Z 美国7月小企业信心升至11个月高位，劳动力短缺成首要隐忧 https://www.nashnova.com/zh/feed/special/china-july-passenger-car-retail-sales-drop-20-9-percent-nev-share-rises-to-65-1-9168 nashnova zh-cn 2026-08-11T09:35:33.209Z 中国7月乘用车零售跌20.9%，新能源占比升至65.1% https://www.nashnova.com/zh/feed/special/rising-oil-prices-fuel-inflation-fears-pressuring-em-currencies-and-bond-markets-9167 nashnova zh-cn 2026-08-11T09:21:36.157Z 油价上涨燃通胀忧虑，新兴市场货币与债市承压 https://www.nashnova.com/zh/feed/special/tencent-music-q2-revenue-hits-rmb-13-2-billion-beating-expectations-on-both-top-9166 nashnova zh-cn 2026-08-11T09:16:04.965Z 腾讯音乐Q2营收132亿元，双超预期 https://www.nashnova.com/zh/feed/special/european-defense-stocks-pull-back-13-percent-barclays-and-rbc-see-bullish-9165 nashnova zh-cn 2026-08-11T09:12:15.938Z 欧洲防务股回调13%，巴克莱与加拿大皇家银行看多反弹 https://www.nashnova.com/zh/feed/special/foxconn-industrial-internets-h1-net-profit-reaches-23-7-billion-yuan-nearly-9164 nashnova zh-cn 2026-08-11T09:01:07.844Z 工业富联上半年净利润237亿元，同比近翻倍 https://www.nashnova.com/zh/feed/special/hong-kong-stocks-close-lower-on-august-11-hang-seng-index-falls-1-1-percent-oil-9163 nashnova zh-cn 2026-08-11T08:52:15.167Z 港股8月11日收跌：恒指跌1.1%，石油股逆市，黄金股重挫 https://www.nashnova.com/zh/feed/special/s-and-p-500-hits-record-high-as-shorts-sit-on-nearly-4-percent-losses-short-9162 nashnova zh-cn 2026-08-11T08:51:26.610Z 标普500创历史新高，空头浮亏近4%，回补压力或推涨势延续 https://www.nashnova.com/zh/feed/special/bofa-downgrades-broadcom-credit-rating-to-neutral-as-xpv-platform-debt-risks-9161 nashnova zh-cn 2026-08-11T08:26:32.606Z 美银下调博通信用评级至中性，XPV平台债务风险压制利差 https://www.nashnova.com/zh/feed/special/morgan-stanley-spacex-ai-business-severely-undervalued-300-target-with-600-bull-9159 nashnova zh-cn 2026-08-11T08:22:17.992Z 大摩：SpaceX AI业务被严重低估，目标价300美元牛市看600 https://www.nashnova.com/zh/feed/special/goldman-sachs-ai-spending-returns-questioned-european-stocks-already-9160 nashnova zh-cn 2026-08-11T08:22:13.801Z 高盛：AI支出回报遭质疑，欧股今年已超越标普500 https://www.nashnova.com/zh/feed/special/morningstar-tsmcs-ai-returns-need-2028-2029-validation-9158 nashnova zh-cn 2026-08-11T08:06:16.595Z 晨星：台积电AI回报需2028-2029年验证 https://www.nashnova.com/zh/feed/special/goldman-sachs-ai-investment-theme-shifts-from-computing-power-to-humanoid-robots-9157 nashnova zh-cn 2026-08-11T07:51:51.240Z 高盛：AI投资主线从算力转向人形机器人 https://www.nashnova.com/zh/feed/special/tsmc-cowos-capacity-approaching-ai-demand-yield-rate-exceeds-98-percent-9156 nashnova zh-cn 2026-08-11T07:21:53.593Z 台积电CoWoS产能接近AI需求，良率超98% https://www.nashnova.com/zh/feed/special/long-march-7a-explodes-85-seconds-after-launch-chinasat-4b-satellite-total-loss-9155 nashnova zh-cn 2026-08-11T07:18:26.644Z 长征七号甲发射85秒后爆炸，中星4B卫星全损 https://www.nashnova.com/zh/feed/special/rba-unanimously-holds-rate-at-4-35-percent-in-august-aud-falls-below-0-705-9154 nashnova zh-cn 2026-08-11T06:46:25.439Z 澳洲央行8月一致维持利率4.35%，澳元跌破0.705美元 https://www.nashnova.com/zh/feed/special/bank-of-korea-deputy-governor-rate-hikes-likely-to-continue-unless-major-shock-9153 nashnova zh-cn 2026-08-11T06:16:06.822Z 韩国央行副行长：除非出现重大冲击，否则大概率继续加息 https://www.nashnova.com/zh/feed/special/nvidia-partners-with-six-major-financial-institutions-to-build-500-billion-ai-9152 nashnova zh-cn 2026-08-11T06:11:57.624Z 英伟达联手六大金融机构构建5000亿美元AI基础设施融资网络 https://www.nashnova.com/zh/feed/special/anthropic-embeds-invisible-text-watermarks-in-claudes-global-output-9151 nashnova zh-cn 2026-08-11T06:07:04.750Z Anthropic为Claude全球输出嵌入隐形文本水印 https://www.nashnova.com/zh/feed/special/aluminum-prices-rally-for-seven-straight-days-to-seven-week-high-as-hormuz-9150 nashnova zh-cn 2026-08-11T05:41:25.154Z 铝价连涨七日创七周高位，霍尔木兹僵局压制供应预期 https://www.nashnova.com/zh/feed/special/kuo-ming-chi-apples-shipment-plan-cut-not-due-to-tsmc-order-backlog-9149 nashnova zh-cn 2026-08-11T05:25:57.921Z 郭明錤：苹果下调出货计划非台积电订单积压 https://www.nashnova.com/zh/feed/special/xrp-and-ethereum-lead-losses-as-bitcoin-fails-to-break-65-000-for-the-fourth-9148 nashnova zh-cn 2026-08-11T04:56:43.310Z XRP、以太坊领跌，比特币四度冲关65000美元受阻 https://www.nashnova.com/zh/feed/special/goldman-sachs-ai-cash-burn-u-s-debt-expansion-and-hormuz-blockade-converge-the-9147 nashnova zh-cn 2026-08-11T04:31:59.032Z 高盛：AI烧钱、美债扩张、霍尔木兹封锁共振，全球进入资本稀缺时代 https://www.nashnova.com/zh/feed/special/samsung-accelerates-2nm-certification-at-texas-taylor-fab-tesla-and-broadcom-9146 nashnova zh-cn 2026-08-11T04:21:28.211Z 三星德州Taylor厂加速2nm认证，特斯拉博通成潜在锚定客户 https://www.nashnova.com/zh/feed/special/tesla-fsd-china-entry-hindered-by-new-chinese-autonomous-driving-standards-9145 nashnova zh-cn 2026-08-11T04:15:53.593Z 特斯拉FSD入华遭中国新自动驾驶标准阻碍 https://www.nashnova.com/zh/feed/special/global-gas-turbine-q2-orders-hit-record-high-major-banks-say-industry-entering-9144 nashnova zh-cn 2026-08-11T04:01:18.187Z 全球燃机Q2订单创纪录，大行称行业进入"超级周期" https://www.nashnova.com/zh/feed/special/trump-extends-jones-act-waiver-another-90-days-with-narrowed-scope-to-safeguard-9143 nashnova zh-cn 2026-08-11T03:56:44.180Z 特朗普再延《琼斯法案》豁免90天，收窄范围保障能源供应 https://www.nashnova.com/zh/feed/special/u-s-treasury-yields-surpass-2022-peak-as-strategists-warn-of-potential-rise-to-6-9142 nashnova zh-cn 2026-08-11T03:56:09.172Z 美债收益率超2022年峰值 策略师警示或升至6% https://www.nashnova.com/zh/feed/special/micron-dram-becomes-ais-primary-bottleneck-supply-demand-tightness-to-extend-9141 nashnova zh-cn 2026-08-11T03:46:31.173Z 美光：DRAM成AI首要瓶颈，供需紧张延续至2027年后 https://www.nashnova.com/zh/feed/special/general-motors-plans-to-sell-indiana-battery-joint-venture-to-samsung-sdi-9140 nashnova zh-cn 2026-08-11T03:16:17.679Z 通用汽车拟将印第安纳州电池合资企业出售予三星SDI https://www.nashnova.com/zh/feed/special/goldman-sachs-three-key-debates-on-chinas-optical-transceiver-ban-industry-9139 nashnova zh-cn 2026-08-11T03:06:27.424Z 高盛：中国光模块禁令三大争议，行业龙头地位难撼动 https://www.nashnova.com/zh/feed/special/hong-kong-plans-to-include-proprietary-trading-firms-in-big-bang-tax-reform-9138 nashnova zh-cn 2026-08-11T03:00:59.717Z 香港拟将自营交易公司纳入"大爆炸"税改范围 https://www.nashnova.com/zh/feed/special/huawei-alibaba-and-tencent-accelerate-npo-commercialization-opening-an-9137 nashnova zh-cn 2026-08-11T02:36:53.297Z 华为阿里腾讯加速NPO商业化，国产光互联迎产业化窗口 https://www.nashnova.com/zh/feed/special/ubs-survey-enterprise-ai-spending-holds-strong-but-build-your-own-trend-9136 nashnova zh-cn 2026-08-11T02:17:03.404Z 瑞银调研：企业AI支出未退潮，自建趋势压制SaaS厂商 https://www.nashnova.com/zh/feed/special/amkor-plans-to-sell-stake-in-china-operations-valued-up-to-1-5-billion-9135 nashnova zh-cn 2026-08-11T02:16:16.320Z Amkor拟出售中国业务股权，估值最高15亿美元 https://www.nashnova.com/zh/feed/special/bloomberg-apples-2027-glass-iphone-still-on-track-refuting-jefferies-9134 nashnova zh-cn 2026-08-11T01:46:46.876Z 彭博：苹果2027年玻璃iPhone仍在推进，反驳杰富瑞取消说 https://www.nashnova.com/zh/feed/special/ubs-gold-breaks-above-key-4-250-resistance-short-term-reversal-signal-confirmed-9133 nashnova zh-cn 2026-08-11T01:35:47.551Z 瑞银：金价突破4250美元关键阻力位，短期反转信号确认 https://www.nashnova.com/zh/feed/special/unitree-robotics-ipo-subscription-rate-at-0-018-percent-only-1-in-every-5-500-9132 nashnova zh-cn 2026-08-11T01:11:17.595Z 宇树科技IPO中签率0.018%，每5500份申请仅1中签 https://www.nashnova.com/zh/feed/special/anthropic-roadshow-bolsters-investor-confidence-ipo-could-launch-as-early-as-9131 nashnova zh-cn 2026-08-11T01:10:52.565Z Anthropic路演稳投资者信心，IPO最早9月启动 https://www.nashnova.com/zh/feed/special/u-s-commerce-department-investigates-chinese-firms-leasing-computing-power-in-9130 nashnova zh-cn 2026-08-11T00:58:21.383Z 美国商务部核查中国企业租用东南亚算力 https://www.nashnova.com/zh/feed/special/anthropics-internal-claude-model-pushes-lower-bound-of-riemann-hypothesis-zeros-9129 nashnova zh-cn 2026-08-11T00:56:57.530Z Anthropic内部Claude模型将黎曼猜想零点下界推至67.2% https://www.nashnova.com/zh/feed/special/tech-giants-off-balance-sheet-hidden-liabilities-approaching-2-trillion-9128 nashnova zh-cn 2026-08-11T00:56:33.807Z 科技巨头表外隐性负债逼近2万亿美元 https://www.nashnova.com/zh/feed/special/kioxias-largest-shareholder-changes-hands-sk-hynix-gains-de-facto-control-9127 nashnova zh-cn 2026-08-11T00:46:05.555Z 铠侠第一大股东易主，SK海力士通过贝恩资本持股架构实质控股 https://www.nashnova.com/zh/feed/special/tencent-workbuddy-hits-nearly-21-million-monthly-visits-can-ai-products-drive-a-9126 nashnova zh-cn 2026-08-11T00:36:20.709Z 腾讯WorkBuddy月访问量近2100万，AI产品能否推动估值重估 https://www.nashnova.com/zh/feed/special/anthropic-signs-9-1-billion-compute-contract-with-riot-9125 nashnova zh-cn 2026-08-11T00:21:05.330Z Anthropic与Riot签91亿美元算力合同 https://www.nashnova.com/zh/feed/special/two-inflation-reports-will-determine-whether-the-fed-raises-rates-in-september-9124 nashnova zh-cn 2026-08-11T00:11:41.292Z 两份通胀报告将决定美联储9月是否加息 https://www.nashnova.com/zh/feed/special/cicc-hk-stock-rebound-driven-by-position-rebalancing-sustained-rally-still-9123 nashnova zh-cn 2026-08-11T00:07:05.995Z 中金：港股反弹靠仓位再均衡，持续上行仍需财政或科技催化 https://www.nashnova.com/zh/feed/special/chinese-banks-accelerate-disposal-of-over-55-billion-yuan-in-credit-card-non-9122 nashnova zh-cn 2026-08-11T00:06:10.967Z 中国银行业加速出售逾550亿元信用卡不良贷款 https://www.nashnova.com/zh/feed/special/asian-bank-stocks-post-strongest-rally-in-decades-as-capital-rotates-from-ai-9121 nashnova zh-cn 2026-08-10T23:48:51.898Z 亚洲银行股创数十年最强涨势 资金从AI交易转向防御 https://www.nashnova.com/zh/feed/special/15th-five-year-coal-plan-implemented-hk-listed-coal-stocks-face-valuation-9120 nashnova zh-cn 2026-08-10T23:48:30.448Z 十五五煤炭规划落地，港股煤炭股迎估值重构 https://www.nashnova.com/zh/feed/special/nvidia-vera-rubin-memory-cost-breakdown-socamm2-accounts-for-nearly-50-percent-9119 nashnova zh-cn 2026-08-10T23:47:32.000Z 英伟达Vera Rubin内存成本解析：SOCAMM2占比近50% https://www.nashnova.com/zh/feed/special/chinese-automakers-european-market-share-rises-to-9-5-percent-as-trade-frictions-9118 nashnova zh-cn 2026-08-10T23:47:10.937Z 中国车企欧洲市占率升至9.5% 贸易摩擦持续加剧 https://www.nashnova.com/zh/feed/special/drone-strike-hits-libyas-zawiya-refinery-national-oil-corporation-declares-state-9117 nashnova zh-cn 2026-08-10T23:46:23.199Z 利比亚扎维亚炼油厂遭无人机袭击，国家石油公司宣布紧急状态 https://www.nashnova.com/zh/feed/special/umc-july-revenue-hits-45-month-high-as-wafer-price-hikes-support-h2-growth-9116 nashnova zh-cn 2026-08-10T23:46:03.249Z 联华电子7月营收创45个月新高 晶圆价格上涨支撑下半年增长 https://www.nashnova.com/zh/feed/special/intel-expands-share-offering-to-20-billion-as-subscription-demand-exceeds-100-9115 nashnova zh-cn 2026-08-10T23:31:10.228Z 英特尔增发规模扩至200亿美元，认购需求逾千亿 https://www.nashnova.com/zh/feed/special/twd-options-bet-on-rebound-as-bearish-usd-positions-exceed-bullish-for-first-9114 nashnova zh-cn 2026-08-10T23:21:16.157Z 台币期权押注反弹，看跌美元仓位今年首超看涨 https://www.nashnova.com/zh/feed/special/south-korean-minister-warns-cxmt-expansion-threatens-memory-profits-urges-9113 nashnova zh-cn 2026-08-10T23:11:24.685Z 韩国部长警告：长鑫扩产威胁存储利润，勿分割半导体红利 https://www.nashnova.com/zh/feed/special/u-s-iran-compensation-dispute-escalates-oil-prices-surge-over-5-percent-in-a-9112 nashnova zh-cn 2026-08-10T22:51:54.148Z 美伊赔偿争端升级，油价单日涨逾5%，美股三大指数收跌 https://www.nashnova.com/zh/feed/special/openai-9111 nashnova zh-cn 2026-08-10T22:46:36.465Z OpenAI伦理负责人离职，公司无接替人选 https://www.nashnova.com/zh/feed/special/100-percent-9110 nashnova zh-cn 2026-08-10T22:46:12.672Z 特朗普称美军已100%控制霍尔木兹海峡 https://www.nashnova.com/zh/feed/special/anthropic-sonnet-5-50-percent-9109 nashnova zh-cn 2026-08-10T22:21:19.246Z Anthropic永久锁定Sonnet 5低价，取消50%涨价计划 https://www.nashnova.com/zh/feed/special/cpi-9108 nashnova zh-cn 2026-08-10T21:46:06.762Z 黄金续涨至两个月高位，市场等待美国CPI数据 https://www.nashnova.com/zh/feed/special/ai-etf-9107 nashnova zh-cn 2026-08-10T21:11:30.630Z AI杠杆ETF交易量激增，市场结构性风险浮现 https://www.nashnova.com/zh-hant/feed/special/cme-group-announces-expansion-of-silver-futures-to-nearly-24-hour-trading-as-9206 nashnova zh-tw 2026-08-11T14:16:16.995Z 芝商所宣布白銀期貨擴至全天候交易，黃金驗證散戶需求 https://www.nashnova.com/zh-hant/feed/special/u-s-existing-home-sales-decline-for-second-straight-month-in-july-median-price-9205 nashnova zh-tw 2026-08-11T14:15:05.925Z 美國7月成屋銷售連續兩月下滑，中位價創次高紀錄 https://www.nashnova.com/zh-hant/feed/special/wall-street-options-market-sentiment-reversal-upside-risk-replaces-downside-9204 nashnova zh-tw 2026-08-11T14:12:40.413Z 華爾街期權市場情緒反轉：上行風險取代下行恐慌 https://www.nashnova.com/zh-hant/feed/special/russian-crude-shipments-drop-to-lowest-since-may-9203 nashnova zh-tw 2026-08-11T14:10:19.629Z 俄羅斯原油出貨量降至5月來最低 https://www.nashnova.com/zh-hant/feed/special/manus-announces-imminent-return-to-independent-operations-as-meta-acquisition-9202 nashnova zh-tw 2026-08-11T13:56:57.632Z Manus宣布即將恢復獨立運營，Meta收購交易正式解除 https://www.nashnova.com/zh-hant/feed/special/ai-related-etf-leveraged-exposure-rises-to-58-percent-rebalancing-mechanism-may-9201 nashnova zh-tw 2026-08-11T13:56:05.580Z AI相關ETF槓桿敞口升至58%，再平衡機制或放大科技股波動 https://www.nashnova.com/zh-hant/feed/special/bofa-doubts-over-whether-bull-market-leadership-can-pass-from-tech-to-other-9200 nashnova zh-tw 2026-08-11T13:54:08.636Z 美銀：牛市領漲權棒能否從科技傳至其他板塊存疑 https://www.nashnova.com/zh-hant/feed/special/brent-breaks-above-90-as-trumps-reparations-rhetoric-dims-peace-talk-prospects-9199 nashnova zh-tw 2026-08-11T13:40:53.228Z 布油突破90美元，特朗普索賠言論令和談前景黯淡 https://www.nashnova.com/zh-hant/feed/special/intercontinental-exchange-raises-6-billion-in-bond-offering-to-fund-marketaxess-9198 nashnova zh-tw 2026-08-11T13:39:54.239Z 洲際交易所發債60億美元收購MarketAxess https://www.nashnova.com/zh-hant/feed/special/cds-trading-volumes-on-hyperscale-cloud-providers-hit-record-highs-as-credit-9197 nashnova zh-tw 2026-08-11T13:35:11.880Z 超大規模雲端廠商CDS成交量創歷史新高，信用風險溢價持續擴大 https://www.nashnova.com/zh-hant/feed/special/iif-emerging-markets-see-18-8b-inflows-in-july-ending-two-month-net-outflow-9196 nashnova zh-tw 2026-08-11T13:21:21.602Z IIF：7月新興市場資金流入188億美元，結束兩月淨流出 https://www.nashnova.com/zh-hant/feed/special/nvidia-releases-its-first-open-source-ai-model-nemotron-3-5-lightning-9195 nashnova zh-tw 2026-08-11T13:20:19.019Z 輝達發布首個開源AI模型Nemotron 3.5 Lightning https://www.nashnova.com/zh-hant/feed/special/deutsche-bank-market-has-priced-in-a-near-perfect-landing-leaving-minimal-margin-9194 nashnova zh-tw 2026-08-11T13:19:56.795Z 德意志銀行：市場已定價「近乎完美著陸」，容錯空間極小 https://www.nashnova.com/zh-hant/feed/special/hkex-hong-kong-ipo-fundraising-reaches-41-billion-this-year-expected-to-set-new-9193 nashnova zh-tw 2026-08-11T13:15:06.717Z 港交所：香港今年IPO集資額已達410億美元，料全年再創紀錄 https://www.nashnova.com/zh-hant/feed/special/nasdaq-acquires-dark-pool-trading-platform-level-9192 nashnova zh-tw 2026-08-11T13:14:51.869Z 納斯達克收購暗池交易平台LeveL https://www.nashnova.com/zh-hant/feed/special/legal-basis-of-new-u-s-tariffs-faces-risks-chinese-firms-say-impact-is-easing-9191 nashnova zh-tw 2026-08-11T13:09:40.148Z 美國新關稅法律基礎存隱患，中國企業稱衝擊趨緩 https://www.nashnova.com/zh-hant/feed/special/bytedance-establishes-ai-data-and-safety-as-a-first-level-department-9190 nashnova zh-tw 2026-08-11T13:00:29.837Z 字節跳動成立AI數據與安全一級部門 https://www.nashnova.com/zh-hant/feed/special/bofa-downgrades-applovin-citing-rising-risks-to-long-term-growth-targets-9189 nashnova zh-tw 2026-08-11T12:54:43.469Z 美銀下調AppLovin評級，指長期增長目標風險上升 https://www.nashnova.com/zh-hant/feed/special/wsj-spacex-acquisition-of-tesla-could-clear-major-hurdle-for-musks-massive-pay-9188 nashnova zh-tw 2026-08-11T12:49:51.115Z WSJ：SpaceX收購特斯拉或掃清馬斯克巨額薪酬障礙 https://www.nashnova.com/zh-hant/feed/special/crude-oil-transit-through-strait-of-hormuz-continues-as-tanker-daily-rates-9187 nashnova zh-tw 2026-08-11T12:40:06.878Z 霍爾木茲海峽原油轉運持續，油輪日租金逼近50萬美元 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-expects-july-core-cpi-below-consensus-hsbc-bets-on-another-soft-9186 nashnova zh-tw 2026-08-11T12:35:23.134Z 高盛預計7月核心CPI低於共識，匯豐押注數據再度溫和 https://www.nashnova.com/zh-hant/feed/special/nearly-100-billion-intervention-effect-fades-as-yen-approaches-160-again-9185 nashnova zh-tw 2026-08-11T12:25:44.186Z 近千億美元干預效應消退，日圓再逼160關口 https://www.nashnova.com/zh-hant/feed/special/ibm-and-together-ai-sign-240m-deal-to-build-nvidia-ai-inference-cluster-on-ibm-9184 nashnova zh-tw 2026-08-11T12:20:17.517Z IBM與Together AI簽2.4億美元協議，在IBM雲上建輝達AI推理集群 https://www.nashnova.com/zh-hant/feed/special/china-and-indonesia-announce-first-ever-joint-naval-drill-in-waters-east-of-9183 nashnova zh-tw 2026-08-11T12:00:02.218Z 中國印尼首次宣布在台灣以東海域舉行聯合海軍演習 https://www.nashnova.com/zh-hant/feed/special/gold-tests-june-highs-as-chinese-buying-and-yen-movements-become-key-variables-9182 nashnova zh-tw 2026-08-11T11:55:40.321Z 黃金測試6月高點，中國買盤與日圓走勢成關鍵變量 https://www.nashnova.com/zh-hant/feed/special/salvini-proposes-5-percent-annual-tax-on-italys-top-10-banks-9181 nashnova zh-tw 2026-08-11T11:35:08.689Z 薩爾維尼提議對意大利前十大銀行徵收5%年度稅 https://www.nashnova.com/zh-hant/feed/special/korean-brokerages-cut-target-prices-for-samsung-and-sk-hynix-in-quick-succession-9180 nashnova zh-tw 2026-08-11T11:25:14.058Z 韓國券商密集下調三星、SK海力士目標價，存儲見頂擔憂升溫 https://www.nashnova.com/zh-hant/feed/special/nomura-market-attention-on-nvidia-has-surpassed-inflation-data-9179 nashnova zh-tw 2026-08-11T11:19:46.123Z 野村：市場對輝達的關注度已超越通膨數據 https://www.nashnova.com/zh-hant/feed/special/s-and-p-500-equity-risk-premium-falls-to-2-3-percent-as-rising-real-yields-9178 nashnova zh-tw 2026-08-11T11:19:38.848Z 標普500股權風險溢價降至2.3%，實際收益率上升壓縮股票補償 https://www.nashnova.com/zh-hant/feed/special/sea-limited-q2-revenue-beats-expectations-shopee-gmv-up-28-percent-shares-rise-7-9177 nashnova zh-tw 2026-08-11T11:10:18.772Z Sea Limited Q2營收超預期，Shopee GMV增28%，盤前漲7.6% https://www.nashnova.com/zh-hant/feed/special/pakistan-says-u-s-iran-talks-near-deal-arrangement-oil-prices-drop-sharply-9176 nashnova zh-tw 2026-08-11T11:09:58.790Z 巴基斯坦稱美伊談判接近達成安排，油價短線下挫 https://www.nashnova.com/zh-hant/feed/special/wells-fargo-sentiment-indicator-hits-8-year-high-recommends-hedging-ahead-of-cpi-9175 nashnova zh-tw 2026-08-11T11:05:08.655Z 富國銀行：情緒指標觸八年高位，建議CPI前對沖 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https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-three-key-debates-on-chinas-optical-transceiver-ban-industry-9139 nashnova zh-tw 2026-08-11T03:06:27.424Z 高盛：中國光模組禁令三大爭議，行業龍頭地位難撼動 https://www.nashnova.com/zh-hant/feed/special/hong-kong-plans-to-include-proprietary-trading-firms-in-big-bang-tax-reform-9138 nashnova zh-tw 2026-08-11T03:00:59.717Z 香港擬將自營交易公司納入「大爆炸」稅改範圍 https://www.nashnova.com/zh-hant/feed/special/huawei-alibaba-and-tencent-accelerate-npo-commercialization-opening-an-9137 nashnova zh-tw 2026-08-11T02:36:53.297Z 華為阿里騰訊加速NPO商業化，國產光互聯迎產業化窗口 https://www.nashnova.com/zh-hant/feed/special/ubs-survey-enterprise-ai-spending-holds-strong-but-build-your-own-trend-9136 nashnova zh-tw 2026-08-11T02:17:03.404Z 瑞銀調研：企業AI支出未退潮，自建趨勢壓制SaaS廠商 https://www.nashnova.com/zh-hant/feed/special/amkor-plans-to-sell-stake-in-china-operations-valued-up-to-1-5-billion-9135 nashnova zh-tw 2026-08-11T02:16:16.320Z Amkor擬出售中國業務股權，估值最高15億美元 https://www.nashnova.com/zh-hant/feed/special/bloomberg-apples-2027-glass-iphone-still-on-track-refuting-jefferies-9134 nashnova zh-tw 2026-08-11T01:46:46.876Z 彭博：蘋果2027年玻璃iPhone仍在推進，反駁傑富瑞取消說 https://www.nashnova.com/zh-hant/feed/special/ubs-gold-breaks-above-key-4-250-resistance-short-term-reversal-signal-confirmed-9133 nashnova zh-tw 2026-08-11T01:35:47.551Z 瑞銀：金價突破4250美元關鍵阻力位，短期反轉信號確認 https://www.nashnova.com/zh-hant/feed/special/unitree-robotics-ipo-subscription-rate-at-0-018-percent-only-1-in-every-5-500-9132 nashnova zh-tw 2026-08-11T01:11:17.595Z 宇樹科技IPO中籤率0.018%，每5500份申請僅1中籤 https://www.nashnova.com/zh-hant/feed/special/anthropic-roadshow-bolsters-investor-confidence-ipo-could-launch-as-early-as-9131 nashnova zh-tw 2026-08-11T01:10:52.565Z Anthropic路演穩投資者信心，IPO最早9月啟動 https://www.nashnova.com/zh-hant/feed/special/u-s-commerce-department-investigates-chinese-firms-leasing-computing-power-in-9130 nashnova zh-tw 2026-08-11T00:58:21.383Z 美國商務部核查中國企業租用東南亞算力 https://www.nashnova.com/zh-hant/feed/special/anthropics-internal-claude-model-pushes-lower-bound-of-riemann-hypothesis-zeros-9129 nashnova zh-tw 2026-08-11T00:56:57.530Z Anthropic內部Claude模型將黎曼猜想零點下界推至67.2% https://www.nashnova.com/zh-hant/feed/special/tech-giants-off-balance-sheet-hidden-liabilities-approaching-2-trillion-9128 nashnova zh-tw 2026-08-11T00:56:33.807Z 科技巨頭表外隱性負債逼近2萬億美元 https://www.nashnova.com/zh-hant/feed/special/kioxias-largest-shareholder-changes-hands-sk-hynix-gains-de-facto-control-9127 nashnova zh-tw 2026-08-11T00:46:05.555Z 鎧俠第一大股東易主，SK海力士透過貝恩資本持股架構實質控股 https://www.nashnova.com/zh-hant/feed/special/tencent-workbuddy-hits-nearly-21-million-monthly-visits-can-ai-products-drive-a-9126 nashnova zh-tw 2026-08-11T00:36:20.709Z 騰訊WorkBuddy月訪問量近2100萬，AI產品能否推動估值重估 https://www.nashnova.com/zh-hant/feed/special/anthropic-signs-9-1-billion-compute-contract-with-riot-9125 nashnova zh-tw 2026-08-11T00:21:05.330Z Anthropic與Riot簽91億美元算力合同 https://www.nashnova.com/zh-hant/feed/special/two-inflation-reports-will-determine-whether-the-fed-raises-rates-in-september-9124 nashnova zh-tw 2026-08-11T00:11:41.292Z 兩份通膨報告將決定聯準會9月是否升息 https://www.nashnova.com/zh-hant/feed/special/cicc-hk-stock-rebound-driven-by-position-rebalancing-sustained-rally-still-9123 nashnova zh-tw 2026-08-11T00:07:05.995Z 中金：港股反彈靠倉位再均衡，持續上行仍需財政或科技催化 https://www.nashnova.com/zh-hant/feed/special/chinese-banks-accelerate-disposal-of-over-55-billion-yuan-in-credit-card-non-9122 nashnova zh-tw 2026-08-11T00:06:10.967Z 中國銀行業加速出售逾550億元信用卡不良貸款 https://www.nashnova.com/zh-hant/feed/special/asian-bank-stocks-post-strongest-rally-in-decades-as-capital-rotates-from-ai-9121 nashnova zh-tw 2026-08-10T23:48:51.898Z 亞洲銀行股創數十年最強漲勢 資金從AI交易轉向防禦 https://www.nashnova.com/zh-hant/feed/special/15th-five-year-coal-plan-implemented-hk-listed-coal-stocks-face-valuation-9120 nashnova zh-tw 2026-08-10T23:48:30.448Z 十五五煤炭規劃落地，港股煤炭股迎估值重構 https://www.nashnova.com/zh-hant/feed/special/nvidia-vera-rubin-memory-cost-breakdown-socamm2-accounts-for-nearly-50-percent-9119 nashnova zh-tw 2026-08-10T23:47:32.000Z 輝達Vera Rubin記憶體成本解析：SOCAMM2佔比近50% https://www.nashnova.com/zh-hant/feed/special/chinese-automakers-european-market-share-rises-to-9-5-percent-as-trade-frictions-9118 nashnova zh-tw 2026-08-10T23:47:10.937Z 中國車企歐洲市佔率升至9.5% 貿易摩擦持續加劇 https://www.nashnova.com/zh-hant/feed/special/drone-strike-hits-libyas-zawiya-refinery-national-oil-corporation-declares-state-9117 nashnova zh-tw 2026-08-10T23:46:23.199Z 利比亞扎維亞煉油廠遭無人機襲擊，國家石油公司宣布緊急狀態 https://www.nashnova.com/zh-hant/feed/special/umc-july-revenue-hits-45-month-high-as-wafer-price-hikes-support-h2-growth-9116 nashnova zh-tw 2026-08-10T23:46:03.249Z 聯華電子7月營收創45個月新高 晶圓價格上漲支撐下半年增長 https://www.nashnova.com/zh-hant/feed/special/intel-expands-share-offering-to-20-billion-as-subscription-demand-exceeds-100-9115 nashnova zh-tw 2026-08-10T23:31:10.228Z 英特爾增發規模擴至200億美元，認購需求逾千億 https://www.nashnova.com/zh-hant/feed/special/twd-options-bet-on-rebound-as-bearish-usd-positions-exceed-bullish-for-first-9114 nashnova zh-tw 2026-08-10T23:21:16.157Z 台幣期權押注反彈，看跌美元倉位今年首超看漲 https://www.nashnova.com/zh-hant/feed/special/south-korean-minister-warns-cxmt-expansion-threatens-memory-profits-urges-9113 nashnova zh-tw 2026-08-10T23:11:24.685Z 韓國部長警告：長鑫擴產威脅存儲利潤，勿分割半導體紅利 https://www.nashnova.com/zh-hant/feed/special/u-s-iran-compensation-dispute-escalates-oil-prices-surge-over-5-percent-in-a-9112 nashnova zh-tw 2026-08-10T22:51:54.148Z 美伊賠償爭端升級，油價單日漲逾5%，美股三大指數收跌 https://www.nashnova.com/zh-hant/feed/special/openai-9111 nashnova zh-tw 2026-08-10T22:46:36.465Z OpenAI倫理負責人離職，公司無接替人選 https://www.nashnova.com/zh-hant/feed/special/100-percent-9110 nashnova zh-tw 2026-08-10T22:46:12.672Z 特朗普稱美軍已100%控制霍爾木茲海峽 https://www.nashnova.com/zh-hant/feed/special/anthropic-sonnet-5-50-percent-9109 nashnova zh-tw 2026-08-10T22:21:19.246Z Anthropic永久鎖定Sonnet 5低價，取消50%漲價計劃 https://www.nashnova.com/zh-hant/feed/special/cpi-9108 nashnova zh-tw 2026-08-10T21:46:06.762Z 黃金續漲至兩個月高位，市場等待美國CPI數據 https://www.nashnova.com/zh-hant/feed/special/ai-etf-9107 nashnova zh-tw 2026-08-10T21:11:30.630Z AI槓桿ETF交易量激增，市場結構性風險浮現