https://www.nashnova.com/feed/special/chinas-central-bank-increases-gold-holdings-in-june-by-largest-scale-since-2023-5743 NashNova en 2026-07-07T08:10:09.974Z China's Central Bank Increases Gold Holdings in June by Largest Scale Since 2023, "Gold Buying Spree" Extends to 20 Months https://www.nashnova.com/feed/special/chinas-memory-chip-gap-with-samsung-and-sk-hynix-narrows-to-within-3-years-5725 NashNova en 2026-07-07T04:40:22.648Z China's Memory Chip Gap with Samsung and SK Hynix Narrows to Within 3 Years https://www.nashnova.com/feed/special/morgan-stanley-initiates-spacex-at-overweight-with-300-price-target-5727 NashNova en 2026-07-07T05:50:30.501Z Morgan Stanley Initiates SpaceX at Overweight with $300 Price Target https://www.nashnova.com/feed/special/china-plans-to-restrict-export-of-top-ai-models-alibaba-bytedance-involved-in-5761 NashNova en 2026-07-07T10:26:04.390Z China Plans to Restrict Export of Top AI Models; Alibaba, ByteDance Involved in Discussions https://www.nashnova.com/feed/special/deutsche-banks-annual-wow-charts-fiscal-and-valuation-concerns-amid-the-ai-boom-5760 NashNova en 2026-07-07T10:16:03.209Z Deutsche Bank's Annual WOW Charts: Fiscal and Valuation Concerns Amid the AI Boom https://www.nashnova.com/feed/special/spacex-ipo-boosts-wall-street-banks-q2-trading-revenue-expectations-5759 NashNova en 2026-07-07T10:11:30.866Z SpaceX IPO Boosts Wall Street Banks' Q2 Trading Revenue Expectations https://www.nashnova.com/feed/special/tesla-caps-employee-ai-tool-usage-at-200-per-week-5758 NashNova en 2026-07-07T10:05:56.889Z Tesla Caps Employee AI Tool Usage at $200 Per Week https://www.nashnova.com/feed/special/luxshare-precisions-hong-kong-ipo-priced-at-top-of-range-raising-over-3-billion-5757 NashNova en 2026-07-07T10:00:24.829Z Luxshare Precision's Hong Kong IPO Priced at Top of Range, Raising Over $3 Billion https://www.nashnova.com/feed/special/arabica-coffee-futures-surge-18-5-percent-in-a-single-day-marking-the-largest-5756 NashNova en 2026-07-07T09:55:32.519Z Arabica Coffee Futures Surge 18.5% in a Single Day, Marking the Largest Gain Since 2000 https://www.nashnova.com/feed/special/bank-of-england-plans-to-ease-bank-capital-leverage-rules-while-warning-of-ai-5755 NashNova en 2026-07-07T09:47:05.016Z Bank of England Plans to Ease Bank Capital Leverage Rules While Warning of AI Financial Risks https://www.nashnova.com/feed/special/shanghai-waic-preview-huawei-computing-cluster-makes-first-physical-debut-5754 NashNova en 2026-07-07T09:45:28.038Z Shanghai WAIC Preview: Huawei Computing Cluster Makes First Physical Debut https://www.nashnova.com/feed/special/oil-prices-retreat-to-pre-war-levels-within-four-months-5753 NashNova en 2026-07-07T09:36:23.050Z Oil Prices Retreat to Pre-War Levels Within Four Months https://www.nashnova.com/feed/special/lockheed-martin-and-rheinmetall-sign-deal-to-produce-atacms-in-germany-5752 NashNova en 2026-07-07T09:35:18.865Z Lockheed Martin and Rheinmetall Sign Deal to Produce ATACMS in Germany https://www.nashnova.com/feed/special/sk-hynix-adr-pricing-approaches-as-seoul-stocks-17-percent-monthly-drop-adds-5751 NashNova en 2026-07-07T09:31:46.810Z SK Hynix ADR Pricing Approaches as Seoul Stock's 17% Monthly Drop Adds Uncertainty https://www.nashnova.com/feed/special/hsbc-launches-review-of-turkey-retail-and-sme-banking-operations-5750 NashNova en 2026-07-07T09:30:23.123Z HSBC Launches Review of Turkey Retail and SME Banking Operations https://www.nashnova.com/feed/special/ecb-requires-110-banks-to-develop-ai-cyberattack-response-plans-within-four-5749 NashNova en 2026-07-07T09:12:01.656Z ECB Requires 110 Banks to Develop AI Cyberattack Response Plans Within Four Months https://www.nashnova.com/feed/special/urals-crude-falls-to-42-russias-fiscal-buffer-under-strain-5748 NashNova en 2026-07-07T09:10:44.080Z Urals Crude Falls to $42, Russia's Fiscal Buffer Under Strain https://www.nashnova.com/feed/special/catls-flagship-lithium-mine-receives-safety-permit-set-to-resume-operations-5747 NashNova en 2026-07-07T08:32:23.941Z CATL's Flagship Lithium Mine Receives Safety Permit, Set to Resume Operations After Nearly a Year of Shutdown https://www.nashnova.com/feed/special/momenta-w-grey-market-down-5-21-percent-loss-of-hk-380-per-lot-5746 NashNova en 2026-07-07T08:31:26.096Z MOMENTA-W Grey Market Down 5.21%, Loss of HK$380 Per Lot https://www.nashnova.com/feed/special/chinas-foreign-exchange-reserves-fall-to-3-4163-trillion-at-end-of-june-5745 NashNova en 2026-07-07T08:30:26.607Z China's Foreign Exchange Reserves Fall to $3.4163 Trillion at End of June https://www.nashnova.com/feed/special/indias-largest-asset-manager-sbi-funds-1-2-billion-ipo-attracts-sovereign-fund-5744 NashNova en 2026-07-07T08:20:40.389Z India's Largest Asset Manager SBI Fund's $1.2 Billion IPO Attracts Sovereign Fund Subscriptions https://www.nashnova.com/feed/special/hkma-and-pboc-jointly-launch-eleven-new-market-connect-measures-5742 NashNova en 2026-07-07T08:06:22.284Z HKMA and PBOC Jointly Launch Eleven New Market Connect Measures https://www.nashnova.com/feed/special/japan-bond-yields-hit-30-year-high-bitcoin-macro-rebound-under-pressure-5741 NashNova en 2026-07-07T08:00:47.986Z Japan Bond Yields Hit 30-Year High, Bitcoin Macro Rebound Under Pressure https://www.nashnova.com/feed/special/david-woo-ai-trade-vs-high-real-rates-one-must-break-in-h2-5740 NashNova en 2026-07-07T07:51:05.306Z David Woo: AI Trade vs. High Real Rates — One Must Break in H2 https://www.nashnova.com/feed/special/world-bank-cuts-china-growth-forecasts-for-2026-2027-5739 NashNova en 2026-07-07T07:35:42.439Z World Bank Cuts China Growth Forecasts for 2026-2027 https://www.nashnova.com/feed/special/u-s-launches-forced-labor-hearings-paving-way-for-new-tariffs-5738 NashNova en 2026-07-07T07:25:50.488Z U.S. Launches Forced Labor Hearings Paving Way for New Tariffs https://www.nashnova.com/feed/special/nexchip-ipo-margin-subscriptions-oversubscribed-by-234-times-cornerstone-5737 NashNova en 2026-07-07T06:50:46.503Z Nexchip IPO Margin Subscriptions Oversubscribed by 234 Times, Cornerstone Investors Subscribe US$430 Million https://www.nashnova.com/feed/special/china-smartphone-sales-drop-13-percent-yoy-during-618-shopping-festival-5736 NashNova en 2026-07-07T06:45:45.783Z China Smartphone Sales Drop 13% YoY During 618 Shopping Festival https://www.nashnova.com/feed/special/shell-iran-war-drives-strong-q2-oil-and-gas-trading-profits-5735 NashNova en 2026-07-07T06:36:24.287Z Shell: Iran War Drives Strong Q2 Oil & Gas Trading Profits https://www.nashnova.com/feed/special/morgan-stanley-ai-industrial-super-cycle-drives-divergence-in-asian-rate-paths-5734 NashNova en 2026-07-07T06:35:17.980Z Morgan Stanley: AI Industrial Super Cycle Drives Divergence in Asian Rate Paths https://www.nashnova.com/feed/special/synopsys-discontinues-chip-manufacturing-control-software-pivots-to-ai-design-5733 NashNova en 2026-07-07T06:31:56.588Z Synopsys Discontinues Chip Manufacturing Control Software, Pivots to AI Design https://www.nashnova.com/feed/special/hormuz-toll-risk-spreads-to-the-strait-of-malacca-5732 NashNova en 2026-07-07T06:30:45.327Z Hormuz Toll Risk Spreads to the Strait of Malacca https://www.nashnova.com/feed/special/china-chip-equipment-stocks-face-earnings-test-after-sharp-rally-5731 NashNova en 2026-07-07T06:21:07.551Z China Chip Equipment Stocks Face Earnings Test After Sharp Rally https://www.nashnova.com/feed/special/germanys-may-industrial-output-rises-0-9-percent-mom-beating-expectations-5730 NashNova en 2026-07-07T06:20:05.500Z Germany's May Industrial Output Rises 0.9% MoM, Beating Expectations https://www.nashnova.com/feed/special/warshs-three-step-plan-to-push-the-fed-back-to-rate-cuts-5729 NashNova en 2026-07-07T06:00:57.228Z Warsh's "Three-Step" Plan to Push the Fed Back to Rate Cuts https://www.nashnova.com/feed/special/hkex-signs-agreement-with-cross-border-clearing-company-plans-to-apply-as-cips-5728 NashNova en 2026-07-07T05:51:40.719Z HKEX Signs Agreement with Cross-Border Clearing Company, Plans to Apply as CIPS Direct Participant https://www.nashnova.com/feed/special/lg-energy-solution-q2-revenue-up-25-percent-but-actually-loss-making-excluding-5726 NashNova en 2026-07-07T05:16:12.340Z LG Energy Solution Q2 Revenue Up 25%, but Actually Loss-Making Excluding Subsidies https://www.nashnova.com/feed/special/european-defense-stocks-rally-ahead-of-nato-summit-as-multiple-nations-military-5724 NashNova en 2026-07-07T04:35:54.919Z European Defense Stocks Rally Ahead of NATO Summit as Multiple Nations' Military Spending Pledges Boost Confidence https://www.nashnova.com/feed/special/ai-server-demand-drives-up-mlcc-channel-prices-some-part-numbers-surge-over-20x-5723 NashNova en 2026-07-07T04:22:32.113Z AI Server Demand Drives Up MLCC Channel Prices, Some Part Numbers Surge Over 20x https://www.nashnova.com/feed/special/lg-energy-solution-enters-humanoid-robot-battery-market-poised-to-supply-tesla-5722 NashNova en 2026-07-07T04:20:59.410Z LG Energy Solution Enters Humanoid Robot Battery Market, Poised to Supply Tesla Optimus https://www.nashnova.com/feed/special/ai-bottleneck-shifts-from-chips-to-infrastructure-u-s-china-paths-diverge-5721 NashNova en 2026-07-07T04:19:24.789Z AI Bottleneck Shifts from Chips to Infrastructure, U.S.-China Paths Diverge https://www.nashnova.com/feed/special/hsbc-scales-back-private-credit-leverage-business-adjusts-risk-exposure-5720 NashNova en 2026-07-07T04:18:02.867Z HSBC Scales Back Private Credit Leverage Business, Adjusts Risk Exposure https://www.nashnova.com/feed/special/japan-30-year-jgb-auction-sees-strongest-demand-since-2019-5719 NashNova en 2026-07-07T04:16:49.848Z Japan 30-Year JGB Auction Sees Strongest Demand Since 2019 https://www.nashnova.com/feed/special/hk-stocks-morning-session-hsi-down-0-42-percent-tencent-bucks-trend-with-2-83-5718 NashNova en 2026-07-07T04:15:44.871Z HK Stocks Morning Session: HSI Down 0.42%, Tencent Bucks Trend with 2.83% Gain to Lead Blue Chips https://www.nashnova.com/feed/special/bofa-taiwan-supply-chain-sell-off-on-kyber-delay-is-an-overreaction-5717 NashNova en 2026-07-07T03:49:16.302Z BofA: Taiwan Supply Chain Sell-Off on Kyber Delay Is an Overreaction https://www.nashnova.com/feed/special/meta-discloses-1-4-trillion-in-claims-from-four-states-teen-safety-trial-set-for-5716 NashNova en 2026-07-07T03:47:42.846Z Meta Discloses $1.4 Trillion in Claims from Four States; Teen Safety Trial Set for August https://www.nashnova.com/feed/special/catl-q1-net-profit-surges-48-5-percent-as-global-battery-market-share-continues-5715 NashNova en 2026-07-07T03:46:37.718Z CATL Q1 Net Profit Surges 48.5% as Global Battery Market Share Continues to Expand https://www.nashnova.com/feed/special/dutch-trade-minister-leads-delegation-to-china-with-asml-in-tow-5714 NashNova en 2026-07-07T03:45:24.653Z Dutch Trade Minister Leads Delegation to China with ASML in Tow https://www.nashnova.com/feed/special/ai-chip-pullback-drags-asian-markets-lower-south-korea-drops-nearly-6-percent-5713 NashNova en 2026-07-07T03:35:31.532Z AI Chip Pullback Drags Asian Markets Lower, South Korea Drops Nearly 6% https://www.nashnova.com/feed/special/analog-ic-supply-tightens-as-adi-lead-times-extend-to-six-months-5712 NashNova en 2026-07-07T03:17:42.399Z Analog IC Supply Tightens as ADI Lead Times Extend to Six Months https://www.nashnova.com/feed/special/samsung-sk-hynix-accelerate-removal-of-chinese-linked-chip-equipment-5711 NashNova en 2026-07-07T03:16:28.156Z Samsung, SK Hynix Accelerate Removal of Chinese-Linked Chip Equipment https://www.nashnova.com/feed/special/blackrock-china-ai-investment-calls-for-stock-picking-not-broad-based-bets-5710 NashNova en 2026-07-07T03:05:34.933Z BlackRock: China AI Investment Calls for Stock Picking, Not Broad-Based Bets https://www.nashnova.com/feed/special/goldman-sachs-head-of-research-ai-investment-lacks-economic-justification-5709 NashNova en 2026-07-07T03:00:32.697Z Goldman Sachs Head of Research: AI Investment Lacks Economic Justification, Fueling a Dual Bubble https://www.nashnova.com/feed/special/hang-seng-tech-index-up-over-2-percent-a-share-star-50-bucks-the-trend-5708 NashNova en 2026-07-07T02:51:11.717Z Hang Seng Tech Index Up Over 2%, A-Share STAR 50 Bucks the Trend https://www.nashnova.com/feed/special/survey-chinese-companies-accelerating-shift-to-domestic-suppliers-for-ai-chip-5707 NashNova en 2026-07-07T02:46:32.675Z Survey: Chinese Companies Accelerating Shift to Domestic Suppliers for AI Chip Procurement https://www.nashnova.com/feed/special/lg-electronics-q2-operating-profit-expected-to-double-to-krw-1-579-trillion-5706 NashNova en 2026-07-07T02:45:18.752Z LG Electronics Q2 Operating Profit Expected to Double to KRW 1.579 Trillion https://www.nashnova.com/feed/special/tsmc-ai-capacity-bottleneck-spills-over-semiconductor-supply-chain-demand-5705 NashNova en 2026-07-07T02:11:41.797Z TSMC AI Capacity Bottleneck Spills Over, Semiconductor Supply Chain Demand Broadens https://www.nashnova.com/feed/special/schnabel-warns-of-sticky-core-inflation-ecb-rate-path-faces-growing-divergence-5704 NashNova en 2026-07-07T01:55:30.621Z Schnabel Warns of Sticky Core Inflation, ECB Rate Path Faces Growing Divergence https://www.nashnova.com/feed/special/chinas-central-bank-governor-foreign-reserves-to-increase-allocation-in-hong-5703 NashNova en 2026-07-07T01:35:08.367Z China's Central Bank Governor: Foreign Reserves to Increase Allocation in Hong Kong Market https://www.nashnova.com/feed/special/chinese-assets-diverge-from-global-markets-as-foreign-capital-returns-5702 NashNova en 2026-07-07T01:20:57.124Z Chinese Assets Diverge from Global Markets as Foreign Capital Returns https://www.nashnova.com/feed/special/hanwha-ocean-loses-canadian-submarine-contract-stock-plunges-over-20-percent-5701 NashNova en 2026-07-07T01:10:33.077Z Hanwha Ocean Loses Canadian Submarine Contract, Stock Plunges Over 20% https://www.nashnova.com/feed/special/irans-irgc-fires-missiles-at-ships-in-the-strait-of-hormuz-5700 NashNova en 2026-07-07T01:01:09.515Z Iran's IRGC Fires Missiles at Ships in the Strait of Hormuz https://www.nashnova.com/feed/special/trump-publicly-warns-short-sellers-betting-against-america-will-come-at-a-cost-5699 NashNova en 2026-07-07T00:35:22.045Z Trump Publicly Warns Short Sellers: Betting Against America Will Come at a Cost https://www.nashnova.com/feed/special/oil-prices-edge-higher-as-expectations-rise-for-resumed-u-s-iran-negotiations-5698 NashNova en 2026-07-07T00:20:43.748Z Oil Prices Edge Higher as Expectations Rise for Resumed U.S.-Iran Negotiations https://www.nashnova.com/feed/special/jpmorgan-asset-management-trims-long-cny-position-favors-krw-rebound-5697 NashNova en 2026-07-07T00:10:38.914Z JPMorgan Asset Management Trims Long CNY Position, Favors KRW Rebound https://www.nashnova.com/feed/special/lenovo-confirms-overseas-laptops-to-feature-ymtc-ssds-5696 NashNova en 2026-07-06T23:50:25.624Z Lenovo Confirms Overseas Laptops to Feature YMTC SSDs https://www.nashnova.com/feed/special/major-banks-explore-acquiring-fiserv-network-to-bypass-debit-card-fee-caps-5695 NashNova en 2026-07-06T23:46:39.164Z Major Banks Explore Acquiring Fiserv Network to Bypass Debit Card Fee Caps https://www.nashnova.com/feed/special/japans-may-real-wages-rise-for-fifth-straight-month-but-growth-slows-as-5694 NashNova en 2026-07-06T23:45:31.923Z Japan's May Real Wages Rise for Fifth Straight Month, but Growth Slows as Inflation Accelerates https://www.nashnova.com/feed/special/rumors-rattle-ai-computing-chain-nvidia-denies-kyber-project-delay-5693 NashNova en 2026-07-06T23:21:10.149Z Rumors Rattle AI Computing Chain! NVIDIA Denies Kyber Project Delay https://www.nashnova.com/feed/special/samsung-electronics-quarterly-profit-surges-19-fold-beating-expectations-5692 NashNova en 2026-07-06T23:14:12.594Z Samsung Electronics Quarterly Profit Surges 19-Fold, Beating Expectations https://www.nashnova.com/feed/special/chinas-rare-earth-export-ban-persists-japanese-companies-warn-of-supply-chain-5691 NashNova en 2026-07-06T23:11:06.757Z China's Rare Earth Export Ban Persists, Japanese Companies Warn of Supply Chain Strain https://www.nashnova.com/feed/special/hong-kong-ipo-lock-up-expiry-wave-may-trigger-selling-pressure-hao-hong-warns-of-5690 NashNova en 2026-07-06T23:00:18.226Z Hong Kong IPO Lock-Up Expiry Wave May Trigger Selling Pressure; Hao Hong Warns of Manipulation Risks https://www.nashnova.com/feed/special/japan-drives-asia-pacific-offshore-bond-issuance-to-record-quarterly-high-5689 NashNova en 2026-07-06T22:20:52.739Z Japan Drives Asia-Pacific Offshore Bond Issuance to Record Quarterly High https://www.nashnova.com/feed/special/nasdaq-rises-over-1-percent-to-snap-two-day-losing-streak-as-dow-hits-new-record-5688 NashNova en 2026-07-06T22:10:06.815Z Nasdaq Rises Over 1% to Snap Two-Day Losing Streak as Dow Hits New Record High https://www.nashnova.com/feed/special/bank-of-america-shares-hit-all-time-high-as-berkshires-remaining-stake-enjoys-5687 NashNova en 2026-07-06T21:50:57.818Z Bank of America Shares Hit All-Time High as Berkshire's Remaining Stake Enjoys Hefty Paper Gains https://www.nashnova.com/feed/special/rivian-q2-revenue-guidance-beats-expectations-announces-75-million-share-5686 NashNova en 2026-07-06T21:40:25.918Z Rivian Q2 Revenue Guidance Beats Expectations, Announces 75 Million Share Offering https://www.nashnova.com/feed/special/microsoft-bets-on-the-ai-orchestration-layer-copilot-and-azure-build-the-moat-5685 NashNova en 2026-07-06T21:10:47.100Z Microsoft Bets on the AI Orchestration Layer: Copilot and Azure Build the Moat https://www.nashnova.com/feed/special/distressed-debt-funds-seek-to-swap-strategy-preferred-stock-holdings-5684 NashNova en 2026-07-06T20:50:29.110Z Distressed Debt Funds Seek to Swap Strategy Preferred Stock Holdings https://www.nashnova.com/feed/special/toyota-invests-3-6-billion-to-relocate-tacoma-production-to-texas-5683 NashNova en 2026-07-06T20:40:42.423Z Toyota Invests $3.6 Billion to Relocate Tacoma Production to Texas https://www.nashnova.com/feed/special/dollar-long-positions-rise-to-highest-since-2015-5682 NashNova en 2026-07-06T20:31:32.907Z Dollar Long Positions Rise to Highest Since 2015 https://www.nashnova.com/feed/special/vertexs-10-billion-acquisition-of-crinetics-at-102-percent-premium-marks-5681 NashNova en 2026-07-06T20:30:28.347Z Vertex's $10 Billion Acquisition of Crinetics at 102% Premium Marks Strategic Push into Endocrine Pipeline https://www.nashnova.com/feed/special/u-s-cybersecurity-agency-uses-anthropics-mythos-to-audit-government-code-5680 NashNova en 2026-07-06T20:20:36.633Z U.S. Cybersecurity Agency Uses Anthropic's Mythos to Audit Government Code https://www.nashnova.com/feed/special/oil-prices-edge-lower-as-opec-output-hike-meets-saudi-arabias-sharp-price-cut-5679 NashNova en 2026-07-06T19:20:35.933Z Oil Prices Edge Lower as OPEC+ Output Hike Meets Saudi Arabia's Sharp Price Cut https://www.nashnova.com/feed/special/wall-street-enters-ai-chip-financing-as-spvs-and-new-instruments-emerge-5678 NashNova en 2026-07-06T18:45:26.839Z Wall Street Enters AI Chip Financing as SPVs and New Instruments Emerge https://www.nashnova.com/feed/special/anthropic-accuses-alibaba-of-distillation-attack-u-s-ai-companies-seek-5677 NashNova en 2026-07-06T18:31:07.178Z Anthropic Accuses Alibaba of Distillation Attack, U.S. AI Companies Seek Legislative Intervention https://www.nashnova.com/feed/special/institutions-call-to-sell-mag-7-buy-china-ai-as-cost-gap-reaches-100x-5676 NashNova en 2026-07-06T18:16:20.638Z Institutions Call to "Sell Mag 7, Buy China AI" as Cost Gap Reaches 100x https://www.nashnova.com/feed/special/waller-u-s-inflation-risks-tilted-to-the-upside-policy-balance-has-shifted-5675 NashNova en 2026-07-06T17:20:39.178Z Waller: U.S. Inflation Risks Tilted to the Upside, Policy Balance Has Shifted https://www.nashnova.com/feed/special/multiple-wall-street-firms-recommend-buying-the-mag-7-dip-5674 NashNova en 2026-07-06T17:17:28.881Z Multiple Wall Street Firms Recommend Buying the Mag 7 Dip https://www.nashnova.com/feed/special/ecbs-panetta-central-banks-may-struggle-to-resist-fiscal-dominance-pressure-5673 NashNova en 2026-07-06T17:16:15.002Z ECB's Panetta: Central Banks May Struggle to Resist Fiscal Dominance Pressure https://www.nashnova.com/feed/special/appaloosa-posts-32-percent-return-in-h1-driven-primarily-by-memory-chips-5672 NashNova en 2026-07-06T17:15:11.988Z Appaloosa Posts 32% Return in H1, Driven Primarily by Memory Chips https://www.nashnova.com/feed/special/trump-calls-himself-a-big-supporter-of-crypto-bitcoin-rebounds-to-63-624-5671 NashNova en 2026-07-06T17:12:29.938Z Trump Calls Himself a "Big Supporter of Crypto," Bitcoin Rebounds to $63,624 https://www.nashnova.com/feed/special/goldman-sachs-warns-of-overly-optimistic-earnings-season-expectations-spotlights-5670 NashNova en 2026-07-06T17:11:11.043Z Goldman Sachs Warns of Overly Optimistic Earnings Season Expectations, Spotlights Meta's Capital Expenditure https://www.nashnova.com/feed/special/goldman-sachs-raises-amd-price-target-to-640-stock-surges-10-percent-in-a-single-5669 NashNova en 2026-07-06T16:55:41.892Z Goldman Sachs Raises AMD Price Target to $640, Stock Surges 10% in a Single Day https://www.nashnova.com/feed/special/trump-expected-to-host-xi-jinpings-visit-to-the-u-s-around-september-24-5668 NashNova en 2026-07-06T16:50:22.534Z Trump Expected to Host Xi Jinping's Visit to the U.S. Around September 24 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NashNova en 2026-07-06T16:00:29.068Z Goldman Sachs: Chip Stocks Surged Over 83% in H1, Stock Selection Requires Caution https://www.nashnova.com/feed/special/waller-defends-forward-guidance-publicly-diverging-from-woshs-stance-5662 NashNova en 2026-07-06T15:36:26.961Z Waller Defends Forward Guidance, Publicly Diverging from Wosh's Stance https://www.nashnova.com/zh/feed/special/samsung-electronics-quarterly-profit-surges-19-fold-beating-expectations-5692 NashNova zh-cn 2026-07-06T23:14:12.594Z 三星电子季度利润飙升19倍，超出预期 https://www.nashnova.com/zh/feed/special/rumors-rattle-ai-computing-chain-nvidia-denies-kyber-project-delay-5693 NashNova zh-cn 2026-07-06T23:21:10.149Z 传闻扰动AI算力链！英伟达否认Kyber项目延期 https://www.nashnova.com/zh/feed/special/ai-chip-pullback-drags-asian-markets-lower-south-korea-drops-nearly-6-percent-5713 NashNova zh-cn 2026-07-07T03:35:31.532Z AI芯片回调拖累亚洲股市 韩国跌近6% https://www.nashnova.com/zh/feed/special/shell-iran-war-drives-strong-q2-oil-and-gas-trading-profits-5735 NashNova zh-cn 2026-07-07T06:36:24.287Z 壳牌：伊朗战争推动二季度油气交易利润强劲 https://www.nashnova.com/zh/feed/special/morgan-stanley-ai-industrial-super-cycle-drives-divergence-in-asian-rate-paths-5734 NashNova zh-cn 2026-07-07T06:35:17.980Z 大摩：AI工业超级周期致亚洲利率路径分化 https://www.nashnova.com/zh/feed/special/synopsys-discontinues-chip-manufacturing-control-software-pivots-to-ai-design-5733 NashNova zh-cn 2026-07-07T06:31:56.588Z Synopsys停售芯片制造控制软件，转向AI设计 https://www.nashnova.com/zh/feed/special/hormuz-toll-risk-spreads-to-the-strait-of-malacca-5732 NashNova zh-cn 2026-07-07T06:30:45.327Z 霍尔木兹收费风险蔓延至马六甲海峡 https://www.nashnova.com/zh/feed/special/china-chip-equipment-stocks-face-earnings-test-after-sharp-rally-5731 NashNova zh-cn 2026-07-07T06:21:07.551Z 中国芯片设备股大涨后迎盈利检验 https://www.nashnova.com/zh/feed/special/germanys-may-industrial-output-rises-0-9-percent-mom-beating-expectations-5730 NashNova zh-cn 2026-07-07T06:20:05.500Z 德国5月工业产出环比增0.9%，超预期 https://www.nashnova.com/zh/feed/special/warshs-three-step-plan-to-push-the-fed-back-to-rate-cuts-5729 NashNova zh-cn 2026-07-07T06:00:57.228Z 沃什"三步走"推动美联储重启降息 https://www.nashnova.com/zh/feed/special/hkex-signs-agreement-with-cross-border-clearing-company-plans-to-apply-as-cips-5728 NashNova zh-cn 2026-07-07T05:51:40.719Z 港交所与跨境清算公司签约，拟申请CIPS直接参与者 https://www.nashnova.com/zh/feed/special/morgan-stanley-initiates-spacex-at-overweight-with-300-price-target-5727 NashNova zh-cn 2026-07-07T05:50:30.501Z 大摩首予SpaceX增持评级，目标价300美元 https://www.nashnova.com/zh/feed/special/lg-energy-solution-q2-revenue-up-25-percent-but-actually-loss-making-excluding-5726 NashNova zh-cn 2026-07-07T05:16:12.340Z LG新能源Q2营收增25%，剔除补贴后实际亏损 https://www.nashnova.com/zh/feed/special/chinas-memory-chip-gap-with-samsung-and-sk-hynix-narrows-to-within-3-years-5725 NashNova zh-cn 2026-07-07T04:40:22.648Z 中国存储芯片与三星SK海力士差距缩至3年内 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https://www.nashnova.com/zh/feed/special/japan-30-year-jgb-auction-sees-strongest-demand-since-2019-5719 NashNova zh-cn 2026-07-07T04:16:49.848Z 日本30年期国债拍卖需求创2019年来最强 https://www.nashnova.com/zh/feed/special/hk-stocks-morning-session-hsi-down-0-42-percent-tencent-bucks-trend-with-2-83-5718 NashNova zh-cn 2026-07-07T04:15:44.871Z 港股早盘恒指跌0.42% 腾讯逆市涨2.83%领涨 https://www.nashnova.com/zh/feed/special/bofa-taiwan-supply-chain-sell-off-on-kyber-delay-is-an-overreaction-5717 NashNova zh-cn 2026-07-07T03:49:16.302Z 美银：Kyber延迟引发的台湾供应链跌幅反应过度 https://www.nashnova.com/zh/feed/special/meta-discloses-1-4-trillion-in-claims-from-four-states-teen-safety-trial-set-for-5716 NashNova zh-cn 2026-07-07T03:47:42.846Z Meta披露四州索赔1.4万亿美元，8月青少年安全案开审 https://www.nashnova.com/zh/feed/special/catl-q1-net-profit-surges-48-5-percent-as-global-battery-market-share-continues-5715 NashNova zh-cn 2026-07-07T03:46:37.718Z 宁德时代一季度净利润增48.5%，全球电池份额持续扩大 https://www.nashnova.com/zh/feed/special/dutch-trade-minister-leads-delegation-to-china-with-asml-in-tow-5714 NashNova zh-cn 2026-07-07T03:45:24.653Z 荷兰贸易部长率团访华，ASML随行 https://www.nashnova.com/zh/feed/special/analog-ic-supply-tightens-as-adi-lead-times-extend-to-six-months-5712 NashNova zh-cn 2026-07-07T03:17:42.399Z 模拟IC供给趋紧，ADI交货期延至六个月 https://www.nashnova.com/zh/feed/special/samsung-sk-hynix-accelerate-removal-of-chinese-linked-chip-equipment-5711 NashNova zh-cn 2026-07-07T03:16:28.156Z 三星、SK海力士加速剔除中资芯片设备 https://www.nashnova.com/zh/feed/special/blackrock-china-ai-investment-calls-for-stock-picking-not-broad-based-bets-5710 NashNova zh-cn 2026-07-07T03:05:34.933Z 贝莱德：中国AI投资应选股而非押注整体板块 https://www.nashnova.com/zh/feed/special/goldman-sachs-head-of-research-ai-investment-lacks-economic-justification-5709 NashNova zh-cn 2026-07-07T03:00:32.697Z 高盛研究主管：AI投资缺乏经济合理性，已催生双重泡沫 https://www.nashnova.com/zh/feed/special/hang-seng-tech-index-up-over-2-percent-a-share-star-50-bucks-the-trend-5708 NashNova zh-cn 2026-07-07T02:51:11.717Z 恒科指涨超2% A股科创50逆势走强 https://www.nashnova.com/zh/feed/special/survey-chinese-companies-accelerating-shift-to-domestic-suppliers-for-ai-chip-5707 NashNova zh-cn 2026-07-07T02:46:32.675Z 调查：中国企业AI芯片采购加速转向本土供应商 https://www.nashnova.com/zh/feed/special/lg-electronics-q2-operating-profit-expected-to-double-to-krw-1-579-trillion-5706 NashNova zh-cn 2026-07-07T02:45:18.752Z LG电子Q2营业利润预计翻倍至1.579万亿韩元 https://www.nashnova.com/zh/feed/special/tsmc-ai-capacity-bottleneck-spills-over-semiconductor-supply-chain-demand-5705 NashNova zh-cn 2026-07-07T02:11:41.797Z 台积电AI产能瓶颈外溢，半导体供应链需求扩散 https://www.nashnova.com/zh/feed/special/schnabel-warns-of-sticky-core-inflation-ecb-rate-path-faces-growing-divergence-5704 NashNova zh-cn 2026-07-07T01:55:30.621Z 施纳贝尔警告核心通胀黏性，欧洲央行加息路径现分歧 https://www.nashnova.com/zh/feed/special/chinas-central-bank-governor-foreign-reserves-to-increase-allocation-in-hong-5703 NashNova zh-cn 2026-07-07T01:35:08.367Z 中国央行行长：外汇储备将加大配置香港市场 https://www.nashnova.com/zh/feed/special/chinese-assets-diverge-from-global-markets-as-foreign-capital-returns-5702 NashNova zh-cn 2026-07-07T01:20:57.124Z 中国资产与全球市场背离，外资重新买入 https://www.nashnova.com/zh/feed/special/hanwha-ocean-loses-canadian-submarine-contract-stock-plunges-over-20-percent-5701 NashNova zh-cn 2026-07-07T01:10:33.077Z 韩华海洋失加拿大潜艇合同，股价跌逾20% https://www.nashnova.com/zh/feed/special/irans-irgc-fires-missiles-at-ships-in-the-strait-of-hormuz-5700 NashNova zh-cn 2026-07-07T01:01:09.515Z 伊朗伊斯兰革命卫队向霍尔木兹海峡船只发射导弹 https://www.nashnova.com/zh/feed/special/trump-publicly-warns-short-sellers-betting-against-america-will-come-at-a-cost-5699 NashNova zh-cn 2026-07-07T00:35:22.045Z 特朗普公开警告做空者：押注美国失败将付代价 https://www.nashnova.com/zh/feed/special/oil-prices-edge-higher-as-expectations-rise-for-resumed-u-s-iran-negotiations-5698 NashNova zh-cn 2026-07-07T00:20:43.748Z 油价小幅上涨，美伊谈判重启预期升温 https://www.nashnova.com/zh/feed/special/jpmorgan-asset-management-trims-long-cny-position-favors-krw-rebound-5697 NashNova zh-cn 2026-07-07T00:10:38.914Z 摩根大通资管减持人民币多头，看好韩元反弹 https://www.nashnova.com/zh/feed/special/lenovo-confirms-overseas-laptops-to-feature-ymtc-ssds-5696 NashNova zh-cn 2026-07-06T23:50:25.624Z 联想确认海外笔记本搭载长江存储SSD https://www.nashnova.com/zh/feed/special/major-banks-explore-acquiring-fiserv-network-to-bypass-debit-card-fee-caps-5695 NashNova zh-cn 2026-07-06T23:46:39.164Z 大型银行探购Fiserv网络绕开借记卡费率上限 https://www.nashnova.com/zh/feed/special/japans-may-real-wages-rise-for-fifth-straight-month-but-growth-slows-as-5694 NashNova zh-cn 2026-07-06T23:45:31.923Z 日本5月实际工资连涨五个月，增速因通胀加速放缓 https://www.nashnova.com/zh/feed/special/chinas-rare-earth-export-ban-persists-japanese-companies-warn-of-supply-chain-5691 NashNova zh-cn 2026-07-06T23:11:06.757Z 中国稀土断供持续，日本企业警告供应链受压 https://www.nashnova.com/zh/feed/special/hong-kong-ipo-lock-up-expiry-wave-may-trigger-selling-pressure-hao-hong-warns-of-5690 NashNova zh-cn 2026-07-06T23:00:18.226Z 港股IPO解禁潮或引发抛压，郝泓示警操纵风险 https://www.nashnova.com/zh/feed/special/japan-drives-asia-pacific-offshore-bond-issuance-to-record-quarterly-high-5689 NashNova zh-cn 2026-07-06T22:20:52.739Z 日本驱动亚太离岸债券季度发行创历史纪录 https://www.nashnova.com/zh/feed/special/nasdaq-rises-over-1-percent-to-snap-two-day-losing-streak-as-dow-hits-new-record-5688 NashNova zh-cn 2026-07-06T22:10:06.815Z 纳指涨超1%扭转两连跌，道指再创新高 https://www.nashnova.com/zh/feed/special/bank-of-america-shares-hit-all-time-high-as-berkshires-remaining-stake-enjoys-5687 NashNova zh-cn 2026-07-06T21:50:57.818Z 美国银行股价创历史新高，伯克希尔持仓浮盈丰厚 https://www.nashnova.com/zh/feed/special/rivian-q2-revenue-guidance-beats-expectations-announces-75-million-share-5686 NashNova zh-cn 2026-07-06T21:40:25.918Z Rivian Q2营收指引超预期，同步宣布增发7500万股 https://www.nashnova.com/zh/feed/special/microsoft-bets-on-the-ai-orchestration-layer-copilot-and-azure-build-the-moat-5685 NashNova zh-cn 2026-07-06T21:10:47.100Z 微软押注AI编排层，Copilot与Azure构筑护城河 https://www.nashnova.com/zh/feed/special/distressed-debt-funds-seek-to-swap-strategy-preferred-stock-holdings-5684 NashNova zh-cn 2026-07-06T20:50:29.110Z 困境债基金拟置换Strategy优先股持仓 https://www.nashnova.com/zh/feed/special/toyota-invests-3-6-billion-to-relocate-tacoma-production-to-texas-5683 NashNova zh-cn 2026-07-06T20:40:42.423Z 丰田投资36亿美元将Tacoma生产迁至德克萨斯州 https://www.nashnova.com/zh/feed/special/dollar-long-positions-rise-to-highest-since-2015-5682 NashNova zh-cn 2026-07-06T20:31:32.907Z 美元多头仓位升至2015年来最高 https://www.nashnova.com/zh/feed/special/vertexs-10-billion-acquisition-of-crinetics-at-102-percent-premium-marks-5681 NashNova zh-cn 2026-07-06T20:30:28.347Z Vertex百亿美元收购Crinetics，溢价102%布局内分泌赛道 https://www.nashnova.com/zh/feed/special/u-s-cybersecurity-agency-uses-anthropics-mythos-to-audit-government-code-5680 NashNova zh-cn 2026-07-06T20:20:36.633Z 美国网络安全局用Anthropic Mythos审计政府代码 https://www.nashnova.com/zh/feed/special/oil-prices-edge-lower-as-opec-output-hike-meets-saudi-arabias-sharp-price-cut-5679 NashNova zh-cn 2026-07-06T19:20:35.933Z 油价小幅收跌，OPEC+增产叠加沙特大幅降价 https://www.nashnova.com/zh/feed/special/wall-street-enters-ai-chip-financing-as-spvs-and-new-instruments-emerge-5678 NashNova zh-cn 2026-07-06T18:45:26.839Z 华尔街介入AI芯片融资，SPV等新工具兴起 https://www.nashnova.com/zh/feed/special/anthropic-accuses-alibaba-of-distillation-attack-u-s-ai-companies-seek-5677 NashNova zh-cn 2026-07-06T18:31:07.178Z Anthropic指控阿里巴巴蒸馏攻击，美国AI公司寻求立法干预 https://www.nashnova.com/zh/feed/special/institutions-call-to-sell-mag-7-buy-china-ai-as-cost-gap-reaches-100x-5676 NashNova zh-cn 2026-07-06T18:16:20.638Z 机构喊出"卖Mag7买中国AI"，成本差距达百倍 https://www.nashnova.com/zh/feed/special/waller-u-s-inflation-risks-tilted-to-the-upside-policy-balance-has-shifted-5675 NashNova zh-cn 2026-07-06T17:20:39.178Z 沃勒：美国通胀风险偏上行，政策天平已转向 https://www.nashnova.com/zh/feed/special/multiple-wall-street-firms-recommend-buying-the-mag-7-dip-5674 NashNova zh-cn 2026-07-06T17:17:28.881Z 华尔街多家机构建议买入Mag7回调 https://www.nashnova.com/zh/feed/special/ecbs-panetta-central-banks-may-struggle-to-resist-fiscal-dominance-pressure-5673 NashNova zh-cn 2026-07-06T17:16:15.002Z 欧洲央行帕内塔：央行或难抵财政主导压力 https://www.nashnova.com/zh/feed/special/appaloosa-posts-32-percent-return-in-h1-driven-primarily-by-memory-chips-5672 NashNova zh-cn 2026-07-06T17:15:11.988Z Appaloosa上半年回报32%，存储芯片为主要驱动 https://www.nashnova.com/zh/feed/special/trump-calls-himself-a-big-supporter-of-crypto-bitcoin-rebounds-to-63-624-5671 NashNova zh-cn 2026-07-06T17:12:29.938Z 特朗普自称"加密大支持者"，比特币反弹至63624美元 https://www.nashnova.com/zh/feed/special/goldman-sachs-warns-of-overly-optimistic-earnings-season-expectations-spotlights-5670 NashNova zh-cn 2026-07-06T17:11:11.043Z 高盛警示财报季预期过度乐观，重点关注Meta资本支出 https://www.nashnova.com/zh/feed/special/goldman-sachs-raises-amd-price-target-to-640-stock-surges-10-percent-in-a-single-5669 NashNova zh-cn 2026-07-06T16:55:41.892Z 高盛上调AMD目标价至640美元，股价单日涨10% https://www.nashnova.com/zh/feed/special/trump-expected-to-host-xi-jinpings-visit-to-the-u-s-around-september-24-5668 NashNova zh-cn 2026-07-06T16:50:22.534Z 特朗普预期9月24日前后接待习近平访美 https://www.nashnova.com/zh/feed/special/u-s-treasury-draft-warns-ai-bubble-could-trigger-economic-turmoil-5667 NashNova zh-cn 2026-07-06T16:40:38.613Z 美国财政部草案警告AI泡沫或引发经济动荡 https://www.nashnova.com/zh/feed/special/alibabas-qwen-goes-viral-globally-as-ai-monetization-struggles-tear-the-team-5666 NashNova zh-cn 2026-07-06T16:16:03.822Z 阿里巴巴Qwen全球爆红，AI变现难题撕裂团队 https://www.nashnova.com/zh/feed/special/usdc-transaction-volume-share-rises-to-70-percent-far-surpassing-usdt-5665 NashNova zh-cn 2026-07-06T16:11:32.554Z USDC交易量占比升至70%，大幅领先USDT https://www.nashnova.com/zh/feed/special/bernstein-downgrades-datadog-warns-q4-growth-may-slow-to-29-percent-5664 NashNova zh-cn 2026-07-06T16:10:33.149Z 伯恩斯坦下调Datadog评级，警示Q4增速或回落至29% https://www.nashnova.com/zh/feed/special/goldman-sachs-chip-stocks-surged-over-83-percent-in-h1-stock-selection-requires-5663 NashNova zh-cn 2026-07-06T16:00:29.068Z 高盛：芯片股上半年涨逾83%，选股需谨慎 https://www.nashnova.com/zh/feed/special/waller-defends-forward-guidance-publicly-diverging-from-woshs-stance-5662 NashNova zh-cn 2026-07-06T15:36:26.961Z 沃勒为前瞻指引辩护，与沃什立场公开分歧 https://www.nashnova.com/zh/feed/special/ufj-ceo-5661 NashNova zh-cn 2026-07-06T15:15:41.839Z 三菱UFJ CEO：日元贬值持续通胀将威胁日本经济增长 https://www.nashnova.com/zh/feed/special/ai-5660 NashNova zh-cn 2026-07-06T15:02:10.443Z AI安全风险升级，丰业银行上调五只网络安全股评级 https://www.nashnova.com/zh/feed/special/1-1-percent-5659 NashNova zh-cn 2026-07-06T15:00:48.132Z 高盛下调铝价预测，铝价逆势反弹1.1% https://www.nashnova.com/zh/feed/special/klarna-5658 NashNova zh-cn 2026-07-06T14:55:56.853Z Klarna申请美国银行牌照，拟摆脱第三方依赖 https://www.nashnova.com/zh/feed/special/34-5-ultra-maritime-5657 NashNova zh-cn 2026-07-06T14:50:49.825Z 洛克希德马丁34.5亿美元收购反潜防御企业Ultra Maritime https://www.nashnova.com/zh/feed/special/ev-5656 NashNova zh-cn 2026-07-06T14:21:26.628Z 丰田本田中国上半年销量大幅下滑，EV替代加速 https://www.nashnova.com/zh/feed/special/amd-9-percent-5655 NashNova zh-cn 2026-07-06T14:20:17.270Z 美银称半导体回调属季节性，AMD单日涨超9% https://www.nashnova.com/zh/feed/special/6-ism-54-5654 NashNova zh-cn 2026-07-06T14:10:14.698Z 美国6月ISM非制造业指数录得54，低于预期 https://www.nashnova.com/zh/feed/special/6-pmi-51-9-5653 NashNova zh-cn 2026-07-06T13:55:08.319Z 美国6月PMI综合终值下修至51.9 https://www.nashnova.com/zh/feed/special/4800-xbox-5652 NashNova zh-cn 2026-07-06T13:51:19.357Z 微软裁员4800人，Xbox史上最大重组 https://www.nashnova.com/zh/feed/special/ai-sk-adr-150-5651 NashNova zh-cn 2026-07-06T13:22:06.886Z AI顶级机构抢购SK海力士ADR，被动资金或达150亿美元 https://www.nashnova.com/zh/feed/special/ai-5650 NashNova zh-cn 2026-07-06T13:20:59.921Z 摩根大通：夏季回调是买入机会，AI不再是唯一主线 https://www.nashnova.com/zh/feed/special/ai-etf-170-percent-5649 NashNova zh-cn 2026-07-06T13:15:41.886Z 韩国AI行情致贝莱德与先锋新兴市场ETF收益差逾170% https://www.nashnova.com/zh/feed/special/5648 NashNova zh-cn 2026-07-06T13:10:26.906Z 汇丰：科技股回调扩大市场广度 盈利基础未受损 https://www.nashnova.com/zh/feed/special/5647 NashNova zh-cn 2026-07-06T13:01:39.483Z 高盛：英伟达估值已反映市场份额流失风险 https://www.nashnova.com/zh/feed/special/q2-20-percent-5646 NashNova zh-cn 2026-07-06T13:00:40.455Z 洲际交易所Q2未平仓合约同比跳升20% https://www.nashnova.com/zh/feed/special/5645 NashNova zh-cn 2026-07-06T12:47:02.884Z 港交所美元黄金期货成交创历史新高，同步豁免费用一年 https://www.nashnova.com/zh/feed/special/spacex-ai-2028-5644 NashNova zh-cn 2026-07-06T12:45:41.108Z SpaceX披露轨道AI数据中心计划，2028年部署 https://www.nashnova.com/zh/feed/special/terawulf-anthropic-20-190-5643 NashNova zh-cn 2026-07-06T12:36:33.005Z TeraWulf与Anthropic签20年租约，锁定约190亿美元收入 https://www.nashnova.com/zh/feed/special/8000-5642 NashNova zh-cn 2026-07-06T12:35:33.577Z 国家发改委8000亿"两重"项目清单全部下达 https://www.nashnova.com/zh/feed/special/2000-5641 NashNova zh-cn 2026-07-06T12:30:04.224Z 沙特阿美下调原油售价，降幅创2000年来最大 https://www.nashnova.com/zh/feed/special/strategy-3588-btc-2-16-5640 NashNova zh-cn 2026-07-06T12:25:29.490Z Strategy抛售3588枚BTC套现2.16亿美元 https://www.nashnova.com/zh/feed/special/1-percent-ai-5639 NashNova zh-cn 2026-07-06T12:21:29.557Z 纳指期货涨逾1% AI资金轮动考验科技主线 https://www.nashnova.com/zh/feed/special/2031-5638 NashNova zh-cn 2026-07-06T12:20:18.463Z 博通与苹果芯片合作延长至2031年 https://www.nashnova.com/zh/feed/special/500-5637 NashNova zh-cn 2026-07-06T12:17:45.418Z 三家存储芯片公司贡献标普500四分之一涨幅 https://www.nashnova.com/zh/feed/special/dram-5636 NashNova zh-cn 2026-07-06T12:16:37.686Z 花旗看多美光看空高通，DRAM涨价与手机需求分歧 https://www.nashnova.com/zh-hant/feed/special/samsung-electronics-quarterly-profit-surges-19-fold-beating-expectations-5692 NashNova zh-tw 2026-07-06T23:14:12.594Z 三星電子季度利潤飆升19倍，超出預期 https://www.nashnova.com/zh-hant/feed/special/rumors-rattle-ai-computing-chain-nvidia-denies-kyber-project-delay-5693 NashNova zh-tw 2026-07-06T23:21:10.149Z 傳聞擾動AI算力鏈！英偉達否認Kyber項目延期 https://www.nashnova.com/zh-hant/feed/special/ai-chip-pullback-drags-asian-markets-lower-south-korea-drops-nearly-6-percent-5713 NashNova zh-tw 2026-07-07T03:35:31.532Z AI晶片回調拖累亞洲股市 韓國跌近6% https://www.nashnova.com/zh-hant/feed/special/shell-iran-war-drives-strong-q2-oil-and-gas-trading-profits-5735 NashNova zh-tw 2026-07-07T06:36:24.287Z 殼牌：伊朗戰爭推動二季度油氣交易利潤強勁 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-ai-industrial-super-cycle-drives-divergence-in-asian-rate-paths-5734 NashNova zh-tw 2026-07-07T06:35:17.980Z 大摩：AI工業超級週期致亞洲利率路徑分化 https://www.nashnova.com/zh-hant/feed/special/synopsys-discontinues-chip-manufacturing-control-software-pivots-to-ai-design-5733 NashNova zh-tw 2026-07-07T06:31:56.588Z Synopsys停售晶片製造控制軟體，轉向AI設計 https://www.nashnova.com/zh-hant/feed/special/hormuz-toll-risk-spreads-to-the-strait-of-malacca-5732 NashNova zh-tw 2026-07-07T06:30:45.327Z 霍爾木茲收費風險蔓延至馬六甲海峽 https://www.nashnova.com/zh-hant/feed/special/china-chip-equipment-stocks-face-earnings-test-after-sharp-rally-5731 NashNova zh-tw 2026-07-07T06:21:07.551Z 中國晶片設備股大漲後迎獲利檢驗 https://www.nashnova.com/zh-hant/feed/special/germanys-may-industrial-output-rises-0-9-percent-mom-beating-expectations-5730 NashNova zh-tw 2026-07-07T06:20:05.500Z 德國5月工業產出環比增0.9%，超預期 https://www.nashnova.com/zh-hant/feed/special/warshs-three-step-plan-to-push-the-fed-back-to-rate-cuts-5729 NashNova zh-tw 2026-07-07T06:00:57.228Z 沃什「三步走」推動美聯儲重啟降息 https://www.nashnova.com/zh-hant/feed/special/hkex-signs-agreement-with-cross-border-clearing-company-plans-to-apply-as-cips-5728 NashNova zh-tw 2026-07-07T05:51:40.719Z 港交所與跨境清算公司簽約，擬申請CIPS直接參與者 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-initiates-spacex-at-overweight-with-300-price-target-5727 NashNova zh-tw 2026-07-07T05:50:30.501Z 大摩首予SpaceX增持評級，目標價300美元 https://www.nashnova.com/zh-hant/feed/special/lg-energy-solution-q2-revenue-up-25-percent-but-actually-loss-making-excluding-5726 NashNova zh-tw 2026-07-07T05:16:12.340Z LG新能源Q2營收增25%，剔除補貼後實際虧損 https://www.nashnova.com/zh-hant/feed/special/chinas-memory-chip-gap-with-samsung-and-sk-hynix-narrows-to-within-3-years-5725 NashNova zh-tw 2026-07-07T04:40:22.648Z 中國存儲晶片與三星SK海力士差距縮至3年內 https://www.nashnova.com/zh-hant/feed/special/european-defense-stocks-rally-ahead-of-nato-summit-as-multiple-nations-military-5724 NashNova zh-tw 2026-07-07T04:35:54.919Z 北約峰會前歐洲防務股反彈，多國軍費承諾提振信心 https://www.nashnova.com/zh-hant/feed/special/ai-server-demand-drives-up-mlcc-channel-prices-some-part-numbers-surge-over-20x-5723 NashNova zh-tw 2026-07-07T04:22:32.113Z AI伺服器需求推高MLCC渠道價，部分料號漲超20倍 https://www.nashnova.com/zh-hant/feed/special/lg-energy-solution-enters-humanoid-robot-battery-market-poised-to-supply-tesla-5722 NashNova zh-tw 2026-07-07T04:20:59.410Z LG新能源切入人形機器人電池，特斯拉Optimus供應在望 https://www.nashnova.com/zh-hant/feed/special/ai-bottleneck-shifts-from-chips-to-infrastructure-u-s-china-paths-diverge-5721 NashNova zh-tw 2026-07-07T04:19:24.789Z AI瓶頸從晶片轉向基礎設施，中美路徑分化 https://www.nashnova.com/zh-hant/feed/special/hsbc-scales-back-private-credit-leverage-business-adjusts-risk-exposure-5720 NashNova zh-tw 2026-07-07T04:18:02.867Z 匯豐收縮私人信貸槓桿業務，調整風險敞口 https://www.nashnova.com/zh-hant/feed/special/japan-30-year-jgb-auction-sees-strongest-demand-since-2019-5719 NashNova zh-tw 2026-07-07T04:16:49.848Z 日本30年期國債拍賣需求創2019年來最強 https://www.nashnova.com/zh-hant/feed/special/hk-stocks-morning-session-hsi-down-0-42-percent-tencent-bucks-trend-with-2-83-5718 NashNova zh-tw 2026-07-07T04:15:44.871Z 港股早盤恒指跌0.42% 騰訊逆市漲2.83%領漲 https://www.nashnova.com/zh-hant/feed/special/bofa-taiwan-supply-chain-sell-off-on-kyber-delay-is-an-overreaction-5717 NashNova zh-tw 2026-07-07T03:49:16.302Z 美銀：Kyber延遲引發的台灣供應鏈跌幅反應過度 https://www.nashnova.com/zh-hant/feed/special/meta-discloses-1-4-trillion-in-claims-from-four-states-teen-safety-trial-set-for-5716 NashNova zh-tw 2026-07-07T03:47:42.846Z Meta披露四州索賠1.4萬億美元，8月青少年安全案開審 https://www.nashnova.com/zh-hant/feed/special/catl-q1-net-profit-surges-48-5-percent-as-global-battery-market-share-continues-5715 NashNova zh-tw 2026-07-07T03:46:37.718Z 寧德時代一季度淨利潤增48.5%，全球電池份額持續擴大 https://www.nashnova.com/zh-hant/feed/special/dutch-trade-minister-leads-delegation-to-china-with-asml-in-tow-5714 NashNova zh-tw 2026-07-07T03:45:24.653Z 荷蘭貿易部長率團訪華，ASML隨行 https://www.nashnova.com/zh-hant/feed/special/analog-ic-supply-tightens-as-adi-lead-times-extend-to-six-months-5712 NashNova zh-tw 2026-07-07T03:17:42.399Z 模擬IC供給趨緊，ADI交貨期延至六個月 https://www.nashnova.com/zh-hant/feed/special/samsung-sk-hynix-accelerate-removal-of-chinese-linked-chip-equipment-5711 NashNova zh-tw 2026-07-07T03:16:28.156Z 三星、SK海力士加速剔除中資晶片設備 https://www.nashnova.com/zh-hant/feed/special/blackrock-china-ai-investment-calls-for-stock-picking-not-broad-based-bets-5710 NashNova zh-tw 2026-07-07T03:05:34.933Z 貝萊德：中國AI投資應選股而非押注整體板塊 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-head-of-research-ai-investment-lacks-economic-justification-5709 NashNova zh-tw 2026-07-07T03:00:32.697Z 高盛研究主管：AI投資缺乏經濟合理性，已催生雙重泡沫 https://www.nashnova.com/zh-hant/feed/special/hang-seng-tech-index-up-over-2-percent-a-share-star-50-bucks-the-trend-5708 NashNova zh-tw 2026-07-07T02:51:11.717Z 恆科指漲超2% A股科創50逆勢走強 https://www.nashnova.com/zh-hant/feed/special/survey-chinese-companies-accelerating-shift-to-domestic-suppliers-for-ai-chip-5707 NashNova zh-tw 2026-07-07T02:46:32.675Z 調查：中國企業AI晶片採購加速轉向本土供應商 https://www.nashnova.com/zh-hant/feed/special/lg-electronics-q2-operating-profit-expected-to-double-to-krw-1-579-trillion-5706 NashNova zh-tw 2026-07-07T02:45:18.752Z LG電子Q2營業利潤預計翻倍至1.579萬億韓元 https://www.nashnova.com/zh-hant/feed/special/tsmc-ai-capacity-bottleneck-spills-over-semiconductor-supply-chain-demand-5705 NashNova zh-tw 2026-07-07T02:11:41.797Z 台積電AI產能瓶頸外溢，半導體供應鏈需求擴散 https://www.nashnova.com/zh-hant/feed/special/schnabel-warns-of-sticky-core-inflation-ecb-rate-path-faces-growing-divergence-5704 NashNova zh-tw 2026-07-07T01:55:30.621Z 施納貝爾警告核心通膨黏性，歐洲央行加息路徑現分歧 https://www.nashnova.com/zh-hant/feed/special/chinas-central-bank-governor-foreign-reserves-to-increase-allocation-in-hong-5703 NashNova zh-tw 2026-07-07T01:35:08.367Z 中國央行行長：外匯儲備將加大配置香港市場 https://www.nashnova.com/zh-hant/feed/special/chinese-assets-diverge-from-global-markets-as-foreign-capital-returns-5702 NashNova zh-tw 2026-07-07T01:20:57.124Z 中國資產與全球市場背離，外資重新買入 https://www.nashnova.com/zh-hant/feed/special/hanwha-ocean-loses-canadian-submarine-contract-stock-plunges-over-20-percent-5701 NashNova zh-tw 2026-07-07T01:10:33.077Z 韓華海洋失加拿大潛艇合同，股價跌逾20% https://www.nashnova.com/zh-hant/feed/special/irans-irgc-fires-missiles-at-ships-in-the-strait-of-hormuz-5700 NashNova zh-tw 2026-07-07T01:01:09.515Z 伊朗伊斯蘭革命衛隊向霍爾木茲海峽船隻發射導彈 https://www.nashnova.com/zh-hant/feed/special/trump-publicly-warns-short-sellers-betting-against-america-will-come-at-a-cost-5699 NashNova zh-tw 2026-07-07T00:35:22.045Z 特朗普公開警告做空者：押注美國失敗將付代價 https://www.nashnova.com/zh-hant/feed/special/oil-prices-edge-higher-as-expectations-rise-for-resumed-u-s-iran-negotiations-5698 NashNova zh-tw 2026-07-07T00:20:43.748Z 油價小幅上漲，美伊談判重啟預期升溫 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-asset-management-trims-long-cny-position-favors-krw-rebound-5697 NashNova zh-tw 2026-07-07T00:10:38.914Z 摩根大通資管減持人民幣多頭，看好韓元反彈 https://www.nashnova.com/zh-hant/feed/special/lenovo-confirms-overseas-laptops-to-feature-ymtc-ssds-5696 NashNova zh-tw 2026-07-06T23:50:25.624Z 聯想確認海外筆記本搭載長江存儲SSD https://www.nashnova.com/zh-hant/feed/special/major-banks-explore-acquiring-fiserv-network-to-bypass-debit-card-fee-caps-5695 NashNova zh-tw 2026-07-06T23:46:39.164Z 大型銀行探購Fiserv網絡繞開借記卡費率上限 https://www.nashnova.com/zh-hant/feed/special/japans-may-real-wages-rise-for-fifth-straight-month-but-growth-slows-as-5694 NashNova zh-tw 2026-07-06T23:45:31.923Z 日本5月實際工資連漲五個月，增速因通膨加速放緩 https://www.nashnova.com/zh-hant/feed/special/chinas-rare-earth-export-ban-persists-japanese-companies-warn-of-supply-chain-5691 NashNova zh-tw 2026-07-06T23:11:06.757Z 中國稀土斷供持續，日本企業警告供應鏈承壓 https://www.nashnova.com/zh-hant/feed/special/hong-kong-ipo-lock-up-expiry-wave-may-trigger-selling-pressure-hao-hong-warns-of-5690 NashNova zh-tw 2026-07-06T23:00:18.226Z 港股IPO解禁潮或引發拋壓，郝泓示警操縱風險 https://www.nashnova.com/zh-hant/feed/special/japan-drives-asia-pacific-offshore-bond-issuance-to-record-quarterly-high-5689 NashNova zh-tw 2026-07-06T22:20:52.739Z 日本驅動亞太離岸債券季度發行創歷史紀錄 https://www.nashnova.com/zh-hant/feed/special/nasdaq-rises-over-1-percent-to-snap-two-day-losing-streak-as-dow-hits-new-record-5688 NashNova zh-tw 2026-07-06T22:10:06.815Z 納指漲超1%扭轉兩連跌，道指再創新高 https://www.nashnova.com/zh-hant/feed/special/bank-of-america-shares-hit-all-time-high-as-berkshires-remaining-stake-enjoys-5687 NashNova zh-tw 2026-07-06T21:50:57.818Z 美國銀行股價創歷史新高，伯克希爾持倉浮盈豐厚 https://www.nashnova.com/zh-hant/feed/special/rivian-q2-revenue-guidance-beats-expectations-announces-75-million-share-5686 NashNova zh-tw 2026-07-06T21:40:25.918Z Rivian Q2營收指引超預期，同步宣布增發7500萬股 https://www.nashnova.com/zh-hant/feed/special/microsoft-bets-on-the-ai-orchestration-layer-copilot-and-azure-build-the-moat-5685 NashNova zh-tw 2026-07-06T21:10:47.100Z 微軟押注AI編排層，Copilot與Azure構築護城河 https://www.nashnova.com/zh-hant/feed/special/distressed-debt-funds-seek-to-swap-strategy-preferred-stock-holdings-5684 NashNova zh-tw 2026-07-06T20:50:29.110Z 困境債基金擬置換Strategy優先股持倉 https://www.nashnova.com/zh-hant/feed/special/toyota-invests-3-6-billion-to-relocate-tacoma-production-to-texas-5683 NashNova zh-tw 2026-07-06T20:40:42.423Z 豐田投資36億美元將Tacoma生產遷至德克薩斯州 https://www.nashnova.com/zh-hant/feed/special/dollar-long-positions-rise-to-highest-since-2015-5682 NashNova zh-tw 2026-07-06T20:31:32.907Z 美元多頭倉位升至2015年來最高 https://www.nashnova.com/zh-hant/feed/special/vertexs-10-billion-acquisition-of-crinetics-at-102-percent-premium-marks-5681 NashNova zh-tw 2026-07-06T20:30:28.347Z Vertex百億美元收購Crinetics，溢價102%佈局內分泌賽道 https://www.nashnova.com/zh-hant/feed/special/u-s-cybersecurity-agency-uses-anthropics-mythos-to-audit-government-code-5680 NashNova zh-tw 2026-07-06T20:20:36.633Z 美國網路安全局用Anthropic Mythos審計政府代碼 https://www.nashnova.com/zh-hant/feed/special/oil-prices-edge-lower-as-opec-output-hike-meets-saudi-arabias-sharp-price-cut-5679 NashNova zh-tw 2026-07-06T19:20:35.933Z 油價小幅收跌，OPEC+增產疊加沙特大幅降價 https://www.nashnova.com/zh-hant/feed/special/wall-street-enters-ai-chip-financing-as-spvs-and-new-instruments-emerge-5678 NashNova zh-tw 2026-07-06T18:45:26.839Z 華爾街介入AI晶片融資，SPV等新工具興起 https://www.nashnova.com/zh-hant/feed/special/anthropic-accuses-alibaba-of-distillation-attack-u-s-ai-companies-seek-5677 NashNova zh-tw 2026-07-06T18:31:07.178Z Anthropic指控阿里巴巴蒸餾攻擊，美國AI公司尋求立法干預 https://www.nashnova.com/zh-hant/feed/special/institutions-call-to-sell-mag-7-buy-china-ai-as-cost-gap-reaches-100x-5676 NashNova zh-tw 2026-07-06T18:16:20.638Z 機構喊出「賣Mag7買中國AI」，成本差距達百倍 https://www.nashnova.com/zh-hant/feed/special/waller-u-s-inflation-risks-tilted-to-the-upside-policy-balance-has-shifted-5675 NashNova zh-tw 2026-07-06T17:20:39.178Z 沃勒：美國通膨風險偏上行，政策天平已轉向 https://www.nashnova.com/zh-hant/feed/special/multiple-wall-street-firms-recommend-buying-the-mag-7-dip-5674 NashNova zh-tw 2026-07-06T17:17:28.881Z 華爾街多家機構建議買入Mag7回調 https://www.nashnova.com/zh-hant/feed/special/ecbs-panetta-central-banks-may-struggle-to-resist-fiscal-dominance-pressure-5673 NashNova zh-tw 2026-07-06T17:16:15.002Z 歐洲央行帕內塔：央行或難抵財政主導壓力 https://www.nashnova.com/zh-hant/feed/special/appaloosa-posts-32-percent-return-in-h1-driven-primarily-by-memory-chips-5672 NashNova zh-tw 2026-07-06T17:15:11.988Z Appaloosa上半年回報32%，存儲晶片為主要驅動 https://www.nashnova.com/zh-hant/feed/special/trump-calls-himself-a-big-supporter-of-crypto-bitcoin-rebounds-to-63-624-5671 NashNova zh-tw 2026-07-06T17:12:29.938Z 特朗普自稱"加密大支持者"，比特幣反彈至63624美元 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-warns-of-overly-optimistic-earnings-season-expectations-spotlights-5670 NashNova zh-tw 2026-07-06T17:11:11.043Z 高盛警示財報季預期過度樂觀，重點關注Meta資本支出 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-raises-amd-price-target-to-640-stock-surges-10-percent-in-a-single-5669 NashNova zh-tw 2026-07-06T16:55:41.892Z 高盛上調AMD目標價至640美元，股價單日漲10% https://www.nashnova.com/zh-hant/feed/special/trump-expected-to-host-xi-jinpings-visit-to-the-u-s-around-september-24-5668 NashNova zh-tw 2026-07-06T16:50:22.534Z 特朗普預期9月24日前後接待習近平訪美 https://www.nashnova.com/zh-hant/feed/special/u-s-treasury-draft-warns-ai-bubble-could-trigger-economic-turmoil-5667 NashNova zh-tw 2026-07-06T16:40:38.613Z 美國財政部草案警告AI泡沫或引發經濟動盪 https://www.nashnova.com/zh-hant/feed/special/alibabas-qwen-goes-viral-globally-as-ai-monetization-struggles-tear-the-team-5666 NashNova zh-tw 2026-07-06T16:16:03.822Z 阿里巴巴Qwen全球爆紅，AI變現難題撕裂團隊 https://www.nashnova.com/zh-hant/feed/special/usdc-transaction-volume-share-rises-to-70-percent-far-surpassing-usdt-5665 NashNova zh-tw 2026-07-06T16:11:32.554Z USDC交易量佔比升至70%，大幅領先USDT https://www.nashnova.com/zh-hant/feed/special/bernstein-downgrades-datadog-warns-q4-growth-may-slow-to-29-percent-5664 NashNova zh-tw 2026-07-06T16:10:33.149Z 伯恩斯坦下調Datadog評級，警示Q4增速或回落至29% https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-chip-stocks-surged-over-83-percent-in-h1-stock-selection-requires-5663 NashNova zh-tw 2026-07-06T16:00:29.068Z 高盛：晶片股上半年漲逾83%，選股需謹慎 https://www.nashnova.com/zh-hant/feed/special/waller-defends-forward-guidance-publicly-diverging-from-woshs-stance-5662 NashNova zh-tw 2026-07-06T15:36:26.961Z 沃勒為前瞻指引辯護，與沃什立場公開分歧 https://www.nashnova.com/zh-hant/feed/special/ufj-ceo-5661 NashNova zh-tw 2026-07-06T15:15:41.839Z 三菱UFJ CEO：日圓貶值持續通膨將威脅日本經濟增長 https://www.nashnova.com/zh-hant/feed/special/ai-5660 NashNova zh-tw 2026-07-06T15:02:10.443Z AI安全風險升級，豐業銀行上調五隻網路安全股評級 https://www.nashnova.com/zh-hant/feed/special/1-1-percent-5659 NashNova zh-tw 2026-07-06T15:00:48.132Z 高盛下調鋁價預測，鋁價逆勢反彈1.1% https://www.nashnova.com/zh-hant/feed/special/klarna-5658 NashNova zh-tw 2026-07-06T14:55:56.853Z Klarna申請美國銀行牌照，擬擺脫第三方依賴 https://www.nashnova.com/zh-hant/feed/special/34-5-ultra-maritime-5657 NashNova zh-tw 2026-07-06T14:50:49.825Z 洛克希德馬丁34.5億美元收購反潛防禦企業Ultra Maritime https://www.nashnova.com/zh-hant/feed/special/ev-5656 NashNova zh-tw 2026-07-06T14:21:26.628Z 豐田本田中國上半年銷量大幅下滑，EV替代加速 https://www.nashnova.com/zh-hant/feed/special/amd-9-percent-5655 NashNova zh-tw 2026-07-06T14:20:17.270Z 美銀稱半導體回調屬季節性，AMD單日漲超9% https://www.nashnova.com/zh-hant/feed/special/6-ism-54-5654 NashNova zh-tw 2026-07-06T14:10:14.698Z 美國6月ISM非製造業指數錄得54，低於預期 https://www.nashnova.com/zh-hant/feed/special/6-pmi-51-9-5653 NashNova zh-tw 2026-07-06T13:55:08.319Z 美國6月PMI綜合終值下修至51.9 https://www.nashnova.com/zh-hant/feed/special/4800-xbox-5652 NashNova zh-tw 2026-07-06T13:51:19.357Z 微軟裁員4800人，Xbox史上最大重組 https://www.nashnova.com/zh-hant/feed/special/ai-sk-adr-150-5651 NashNova zh-tw 2026-07-06T13:22:06.886Z AI頂級機構搶購SK海力士ADR，被動資金或達150億美元 https://www.nashnova.com/zh-hant/feed/special/ai-5650 NashNova zh-tw 2026-07-06T13:20:59.921Z 摩根大通：夏季回調是買入機會，AI不再是唯一主線 https://www.nashnova.com/zh-hant/feed/special/ai-etf-170-percent-5649 NashNova zh-tw 2026-07-06T13:15:41.886Z 韓國AI行情致貝萊德與先鋒新興市場ETF收益差逾170% https://www.nashnova.com/zh-hant/feed/special/5648 NashNova zh-tw 2026-07-06T13:10:26.906Z 匯豐：科技股回調擴大市場廣度 盈利基礎未受損 https://www.nashnova.com/zh-hant/feed/special/5647 NashNova zh-tw 2026-07-06T13:01:39.483Z 高盛：英偉達估值已反映市場份額流失風險 https://www.nashnova.com/zh-hant/feed/special/q2-20-percent-5646 NashNova zh-tw 2026-07-06T13:00:40.455Z 洲際交易所Q2未平倉合約同比躍升20% https://www.nashnova.com/zh-hant/feed/special/5645 NashNova zh-tw 2026-07-06T12:47:02.884Z 港交所美元黃金期貨成交創歷史新高，同步豁免費用一年 https://www.nashnova.com/zh-hant/feed/special/spacex-ai-2028-5644 NashNova zh-tw 2026-07-06T12:45:41.108Z SpaceX披露軌道AI數據中心計劃，2028年部署 https://www.nashnova.com/zh-hant/feed/special/terawulf-anthropic-20-190-5643 NashNova zh-tw 2026-07-06T12:36:33.005Z TeraWulf與Anthropic簽20年租約，鎖定約190億美元收入 https://www.nashnova.com/zh-hant/feed/special/8000-5642 NashNova zh-tw 2026-07-06T12:35:33.577Z 國家發改委8000億「兩重」項目清單全部下達 https://www.nashnova.com/zh-hant/feed/special/2000-5641 NashNova zh-tw 2026-07-06T12:30:04.224Z 沙特阿美下調原油售價，降幅創2000年來最大 https://www.nashnova.com/zh-hant/feed/special/strategy-3588-btc-2-16-5640 NashNova zh-tw 2026-07-06T12:25:29.490Z Strategy拋售3588枚BTC套現2.16億美元 https://www.nashnova.com/zh-hant/feed/special/1-percent-ai-5639 NashNova zh-tw 2026-07-06T12:21:29.557Z 納指期貨漲逾1% AI資金輪動考驗科技主線 https://www.nashnova.com/zh-hant/feed/special/2031-5638 NashNova zh-tw 2026-07-06T12:20:18.463Z 博通與蘋果晶片合作延長至2031年 https://www.nashnova.com/zh-hant/feed/special/500-5637 NashNova zh-tw 2026-07-06T12:17:45.418Z 三家存儲晶片公司貢獻標普500四分之一漲幅 https://www.nashnova.com/zh-hant/feed/special/dram-5636 NashNova zh-tw 2026-07-06T12:16:37.686Z 花旗看多美光看空高通，DRAM漲價與手機需求分歧