https://www.nashnova.com/feed/special/u-s-financial-sector-surges-6-3-percent-in-july-to-record-high-september-rate-8268 nashnova en 2026-08-02T12:19:51.540Z U.S. Financial Sector Surges 6.3% in July to Record High; September Rate Hike Expectations Emerge as Key Wildcard https://www.nashnova.com/feed/special/xing-ziqiang-ai-investment-enters-halftime-a-9-24-style-reversal-is-unlikely-8267 nashnova en 2026-08-02T12:15:13.546Z Xing Ziqiang: AI Investment Enters Halftime, a 9·24-Style Reversal Is Unlikely https://www.nashnova.com/feed/special/jpmorgan-private-bank-s-and-p-500-to-rise-over-10-percent-in-the-next-year-8266 nashnova en 2026-08-02T10:45:36.307Z JPMorgan Private Bank: S&P 500 to Rise Over 10% in the Next Year https://www.nashnova.com/feed/special/two-indicators-signal-ai-capital-spending-boom-may-be-cooling-off-8265 nashnova en 2026-08-02T10:44:24.181Z Two Indicators Signal: AI Capital Spending Boom May Be Cooling Off https://www.nashnova.com/feed/special/citic-securities-a-share-correction-largely-over-august-recovery-expected-8264 nashnova en 2026-08-02T10:01:11.542Z CITIC Securities: A-Share Correction Largely Over, August Recovery Expected https://www.nashnova.com/feed/special/markets-price-in-september-rate-hike-ahead-of-jackson-hole-as-morgan-stanley-8263 nashnova en 2026-08-02T09:59:42.942Z Markets Price in September Rate Hike Ahead of Jackson Hole as Morgan Stanley Warns of Tail Risks https://www.nashnova.com/feed/special/us-and-eu-simultaneously-restrict-chinese-solar-inverters-supply-chain-pressure-8262 nashnova en 2026-08-02T09:04:24.421Z US and EU Simultaneously Restrict Chinese Solar Inverters, Supply Chain Pressure Mounts https://www.nashnova.com/feed/special/seven-opec-nations-agree-in-principle-to-increase-output-by-188k-bpd-again-in-8261 nashnova en 2026-08-02T08:59:53.756Z Seven OPEC+ Nations Agree in Principle to Increase Output by 188K Bpd Again in September https://www.nashnova.com/feed/special/pboc-sets-tone-for-h2-timely-policy-tool-adjustments-to-boost-domestic-demand-8260 nashnova en 2026-08-02T08:39:47.752Z PBOC Sets Tone for H2: Timely Policy Tool Adjustments to Boost Domestic Demand https://www.nashnova.com/feed/special/samsungs-long-term-contracts-cap-downside-but-not-upside-dram-spot-prices-to-8259 nashnova en 2026-08-02T08:29:58.361Z Samsung's Long-Term Contracts Cap Downside but Not Upside, DRAM Spot Prices to Keep Rebounding Through Q4 https://www.nashnova.com/feed/special/memory-etf-sells-samsung-to-buy-changxin-chinese-dram-enters-international-8258 nashnova en 2026-08-02T06:50:15.925Z Memory ETF Sells Samsung to Buy ChangXin: Chinese DRAM Enters International Mainstream Portfolio for the First Time https://www.nashnova.com/feed/special/g10-liquidity-indicator-turns-negative-semiconductor-stocks-may-face-pressure-8257 nashnova en 2026-08-02T06:49:20.977Z G10 Liquidity Indicator Turns Negative, Semiconductor Stocks May Face Pressure https://www.nashnova.com/feed/special/morgan-stanley-ai-sector-pullback-is-technical-not-fundamental-8256 nashnova en 2026-08-02T03:14:57.338Z Morgan Stanley: AI Sector Pullback Is Technical, Not Fundamental https://www.nashnova.com/feed/special/key-events-next-week-u-s-nonfarm-payrolls-china-cpi-spacexs-first-earnings-8255 nashnova en 2026-08-02T02:55:08.547Z Key Events Next Week: U.S. Nonfarm Payrolls, China CPI, SpaceX's First Earnings Report https://www.nashnova.com/feed/special/trump-announces-cancellation-of-iran-strike-conditional-on-reaching-a-quick-deal-8254 nashnova en 2026-08-02T02:44:35.000Z Trump Announces Cancellation of Iran Strike, Conditional on Reaching a Quick Deal https://www.nashnova.com/feed/special/foreign-investors-single-day-net-buying-of-korean-stocks-hits-record-citi-8253 nashnova en 2026-08-02T01:49:49.692Z Foreign Investors' Single-Day Net Buying of Korean Stocks Hits Record; Citi Maintains KOSPI Target of 3,000 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Macau July Gaming Revenue Drops 8.4%, Declining for Second Consecutive Month https://www.nashnova.com/feed/special/openai-leans-toward-postponing-ipo-to-2027-8239 nashnova en 2026-08-01T02:38:00.930Z OpenAI Leans Toward Postponing IPO to 2027 https://www.nashnova.com/feed/special/cxmts-lpddr6-r-and-d-validation-nearing-completion-8238 nashnova en 2026-08-01T02:18:17.208Z CXMT's LPDDR6 R&D Validation Nearing Completion https://www.nashnova.com/feed/special/chinas-politburo-meeting-maintains-existing-policy-tools-unchanged-8237 nashnova en 2026-08-01T01:57:17.394Z China's Politburo Meeting Maintains Existing Policy Tools Unchanged https://www.nashnova.com/feed/special/tlt-falls-to-22-year-low-as-hedging-costs-rise-to-five-month-high-8236 nashnova en 2026-08-01T01:43:02.055Z TLT Falls to 22-Year Low as Hedging Costs Rise to Five-Month High https://www.nashnova.com/feed/special/u-s-and-japan-jointly-intervene-in-yen-market-for-first-time-in-nearly-30-years-8235 nashnova en 2026-07-31T23:45:14.886Z U.S. and Japan Jointly Intervene in Yen Market for First Time in Nearly 30 Years https://www.nashnova.com/feed/special/bulls-and-bears-battle-at-s-and-p-500-7-500-options-data-sends-cautious-signals-8234 nashnova en 2026-07-31T23:43:44.982Z Bulls and Bears Battle at S&P 500 7,500: Options Data Sends Cautious Signals https://www.nashnova.com/feed/special/st-louis-fed-bond-market-selloff-signals-warning-on-fed-credibility-8233 nashnova en 2026-07-31T23:17:48.891Z St. Louis Fed: Bond Market Selloff Signals Warning on Fed Credibility https://www.nashnova.com/feed/special/openai-previews-astra-model-to-u-s-regulators-8232 nashnova en 2026-07-31T22:17:41.575Z OpenAI Previews Astra Model to U.S. Regulators https://www.nashnova.com/feed/special/memory-chip-shortage-weighs-on-china-smartphone-demand-8231 nashnova en 2026-07-31T22:07:33.518Z Memory Chip Shortage Weighs on China Smartphone Demand https://www.nashnova.com/feed/special/trump-ai-executive-order-60-day-framework-deadline-expires-8230 nashnova en 2026-07-31T21:57:56.116Z Trump AI Executive Order 60-Day Framework Deadline Expires https://www.nashnova.com/feed/special/u-s-and-israel-reportedly-planning-to-bomb-irans-energy-targets-8229 nashnova en 2026-07-31T21:27:17.838Z U.S. and Israel Reportedly Planning to Bomb Iran's Energy Targets https://www.nashnova.com/feed/special/hedge-fund-crude-oil-long-positions-see-largest-weekly-increase-in-four-months-8228 nashnova en 2026-07-31T21:22:39.471Z Hedge Fund Crude Oil Long Positions See Largest Weekly Increase in Four Months https://www.nashnova.com/feed/special/bitcoin-gains-7-5-percent-in-july-as-forced-selling-pressure-already-exhausted-8227 nashnova en 2026-07-31T21:02:59.263Z Bitcoin Gains 7.5% in July as Forced Selling Pressure Already Exhausted https://www.nashnova.com/feed/special/south-korean-leveraged-etfs-face-mandatory-reduction-to-1x-leverage-aum-already-8226 nashnova en 2026-07-31T20:53:07.595Z South Korean Leveraged ETFs Face Mandatory Reduction to 1x Leverage, AUM Already Down 78% https://www.nashnova.com/feed/special/microsofts-federal-tax-plunges-82-percent-as-accelerated-depreciation-on-ai-8225 nashnova en 2026-07-31T20:38:34.049Z Microsoft's Federal Tax Plunges 82% as Accelerated Depreciation on AI Capital Spending Takes Center Stage https://www.nashnova.com/feed/special/report-warsh-considers-reducing-frequency-of-fed-policy-meetings-8224 nashnova en 2026-07-31T20:37:19.176Z Report: Warsh Considers Reducing Frequency of Fed Policy Meetings https://www.nashnova.com/feed/special/nasdaq-posts-worst-july-in-22-years-goldman-sachs-reviews-etf-resilience-8223 nashnova en 2026-07-31T18:48:03.751Z Nasdaq Posts Worst July in 22 Years; Goldman Sachs Reviews ETF Resilience https://www.nashnova.com/feed/special/market-misreads-warsh-as-dovish-his-actual-words-dont-rule-out-rate-hikes-8222 nashnova en 2026-07-31T18:27:35.325Z Market Misreads Warsh as Dovish — His Actual Words Don't Rule Out Rate Hikes https://www.nashnova.com/feed/special/feds-alternative-inflation-gauge-falls-to-multi-year-low-8221 nashnova en 2026-07-31T17:08:14.724Z Fed's Alternative Inflation Gauge Falls to Multi-Year Low https://www.nashnova.com/feed/special/richmond-fed-president-hard-to-judge-whether-rates-are-sufficiently-restrictive-8220 nashnova en 2026-07-31T17:02:48.795Z Richmond Fed President: Hard to Judge Whether Rates Are Sufficiently Restrictive https://www.nashnova.com/feed/special/big-four-tech-giants-post-combined-95-billion-free-cash-flow-loss-in-q2-8219 nashnova en 2026-07-31T16:47:53.210Z Big Four Tech Giants Post Combined $95 Billion Free Cash Flow Loss in Q2 https://www.nashnova.com/feed/special/nxp-plans-3-3-billion-acquisition-of-autonomous-driving-camera-chip-maker-8218 nashnova en 2026-07-31T16:42:48.998Z NXP Plans $3.3 Billion Acquisition of Autonomous Driving Camera Chip Maker Ambarella 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https://www.nashnova.com/feed/special/japan-sells-u-s-treasuries-to-fund-yen-intervention-10-year-yield-hits-new-2023-8213 nashnova en 2026-07-31T15:53:52.110Z Japan Sells U.S. Treasuries to Fund Yen Intervention, 10-Year Yield Hits New 2023 High https://www.nashnova.com/feed/special/bernstein-whether-orbital-ai-data-centers-can-materialize-is-key-to-spacex-8212 nashnova en 2026-07-31T15:36:23.243Z Bernstein: Whether Orbital AI Data Centers Can Materialize Is Key to SpaceX Valuation https://www.nashnova.com/feed/special/oil-prices-return-to-80-as-large-scale-u-s-spr-release-remains-off-the-table-8211 nashnova en 2026-07-31T15:34:48.559Z Oil Prices Return to $80 as Large-Scale U.S. SPR Release Remains Off the Table https://www.nashnova.com/feed/special/eu-ai-act-expands-scope-of-application-8210 nashnova en 2026-07-31T15:33:36.762Z EU AI Act Expands Scope of Application https://www.nashnova.com/feed/special/chinas-12th-national-drug-bulk-procurement-round-successfully-purchases-65-drugs-8209 nashnova en 2026-07-31T15:32:28.419Z China's 12th National Drug Bulk Procurement Round Successfully Purchases 65 Drugs https://www.nashnova.com/feed/special/kkrs-arctos-plans-250-million-investment-in-insurer-kuvare-8208 nashnova en 2026-07-31T14:53:05.889Z KKR's Arctos Plans $250 Million Investment in Insurer Kuvare https://www.nashnova.com/feed/special/mag-7-earnings-season-sets-records-microsoft-and-amazon-surge-while-apple-and-8207 nashnova en 2026-07-31T14:27:36.342Z Mag 7 Earnings Season Sets Records: Microsoft and Amazon Surge While Apple and Tesla Plunge https://www.nashnova.com/feed/special/amazon-completes-50-billion-investment-in-openai-8206 nashnova en 2026-07-31T14:22:25.509Z Amazon Completes $50 Billion Investment in OpenAI https://www.nashnova.com/feed/special/u-s-july-michigan-consumer-sentiment-rises-to-55-2-hitting-highest-since-8205 nashnova en 2026-07-31T14:17:33.117Z U.S. July Michigan Consumer Sentiment Rises to 55.2, Hitting Highest Since February https://www.nashnova.com/feed/special/circle-obtains-new-york-trust-license-expanding-regulatory-footprint-8204 nashnova en 2026-07-31T14:12:36.206Z Circle Obtains New York Trust License, Expanding Regulatory Footprint https://www.nashnova.com/zh/feed/special/u-s-financial-sector-surges-6-3-percent-in-july-to-record-high-september-rate-8268 nashnova zh-cn 2026-08-02T12:19:51.540Z 美国金融板块7月涨6.3%创新高，9月加息预期成最大变数 https://www.nashnova.com/zh/feed/special/xing-ziqiang-ai-investment-enters-halftime-a-9-24-style-reversal-is-unlikely-8267 nashnova zh-cn 2026-08-02T12:15:13.546Z 邢自强：AI投资进入半场休息，9·24式反转暂不会来 https://www.nashnova.com/zh/feed/special/jpmorgan-private-bank-s-and-p-500-to-rise-over-10-percent-in-the-next-year-8266 nashnova zh-cn 2026-08-02T10:45:36.307Z 小摩私人银行：S&P 500未来一年涨逾10% https://www.nashnova.com/zh/feed/special/two-indicators-signal-ai-capital-spending-boom-may-be-cooling-off-8265 nashnova zh-cn 2026-08-02T10:44:24.181Z 两项指标发出信号：AI资本开支热潮或将降温 https://www.nashnova.com/zh/feed/special/citic-securities-a-share-correction-largely-over-august-recovery-expected-8264 nashnova zh-cn 2026-08-02T10:01:11.542Z 中信证券：A股调整基本结束，8月修复可期 https://www.nashnova.com/zh/feed/special/markets-price-in-september-rate-hike-ahead-of-jackson-hole-as-morgan-stanley-8263 nashnova zh-cn 2026-08-02T09:59:42.942Z 杰克逊霍尔前市场押注9月加息，摩根士丹利警示尾部风险 https://www.nashnova.com/zh/feed/special/us-and-eu-simultaneously-restrict-chinese-solar-inverters-supply-chain-pressure-8262 nashnova zh-cn 2026-08-02T09:04:24.421Z 美欧同步限制中国光伏逆变器，供应链压力上升 https://www.nashnova.com/zh/feed/special/seven-opec-nations-agree-in-principle-to-increase-output-by-188k-bpd-again-in-8261 nashnova zh-cn 2026-08-02T08:59:53.756Z OPEC+七国原则同意9月再增产18.8万桶/日 https://www.nashnova.com/zh/feed/special/pboc-sets-tone-for-h2-timely-policy-tool-adjustments-to-boost-domestic-demand-8260 nashnova zh-cn 2026-08-02T08:39:47.752Z 央行定调下半年：适时调整工具、加力扩内需 https://www.nashnova.com/zh/feed/special/samsungs-long-term-contracts-cap-downside-but-not-upside-dram-spot-prices-to-8259 nashnova zh-cn 2026-08-02T08:29:58.361Z 三星长协限跌不限涨，DRAM现货四季度前持续反弹 https://www.nashnova.com/zh/feed/special/memory-etf-sells-samsung-to-buy-changxin-chinese-dram-enters-international-8258 nashnova zh-cn 2026-08-02T06:50:15.925Z 存储ETF减持三星换仓长鑫，中国DRAM首入国际主流产品 https://www.nashnova.com/zh/feed/special/g10-liquidity-indicator-turns-negative-semiconductor-stocks-may-face-pressure-8257 nashnova zh-cn 2026-08-02T06:49:20.977Z G10流动性指标转负，半导体股或承压 https://www.nashnova.com/zh/feed/special/morgan-stanley-ai-sector-pullback-is-technical-not-fundamental-8256 nashnova zh-cn 2026-08-02T03:14:57.338Z 摩根士丹利：AI板块回调是技术面而非基本面 https://www.nashnova.com/zh/feed/special/key-events-next-week-u-s-nonfarm-payrolls-china-cpi-spacexs-first-earnings-8255 nashnova zh-cn 2026-08-02T02:55:08.547Z 下周重磅：美国非农、中国CPI、SpaceX首份财报 https://www.nashnova.com/zh/feed/special/trump-announces-cancellation-of-iran-strike-conditional-on-reaching-a-quick-deal-8254 nashnova zh-cn 2026-08-02T02:44:35.000Z 特朗普宣布取消对伊朗攻击，条件是快速达成协议 https://www.nashnova.com/zh/feed/special/foreign-investors-single-day-net-buying-of-korean-stocks-hits-record-citi-8253 nashnova zh-cn 2026-08-02T01:49:49.692Z 外资单日净买入韩股创纪录，花旗维持KOSPI目标万点 https://www.nashnova.com/zh/feed/special/north-american-tech-giants-cds-spreads-widen-across-the-board-in-july-as-ai-8252 nashnova zh-cn 2026-08-02T01:24:49.496Z 北美科技巨头CDS七月全线走阔，AI烧钱引发信用风险重定价 https://www.nashnova.com/zh/feed/special/openais-new-model-astra-solves-10-fields-medal-level-math-problems-8251 nashnova zh-cn 2026-08-02T00:21:34.969Z OpenAI新模型Astra攻克10项菲尔兹奖级数学难题 https://www.nashnova.com/zh/feed/special/csc-ai-computing-hardware-remains-highly-prosperous-software-recovery-signals-8250 nashnova zh-cn 2026-08-02T00:20:07.580Z 中信建投：AI算力硬件高景气，软件业绩修复信号增多 https://www.nashnova.com/zh/feed/special/goldman-sachs-equities-trading-revenue-hits-record-high-in-single-quarter-8249 nashnova zh-cn 2026-08-01T20:24:56.647Z 高盛股票交易收入单季创纪录，同比飙升72% https://www.nashnova.com/zh/feed/special/asias-ai-computing-expansion-hits-power-bottleneck-8248 nashnova zh-cn 2026-08-01T20:09:37.335Z 亚洲AI算力扩张遭遇电力瓶颈 https://www.nashnova.com/zh/feed/special/goldman-sachs-the-most-intense-capital-competition-cycle-in-history-is-here-and-8247 nashnova zh-cn 2026-08-01T18:10:04.142Z 高盛：史上最密集资本争夺周期来临，美联储只是旁观者 https://www.nashnova.com/zh/feed/special/south-koreas-nand-export-unit-price-drops-for-first-time-in-nearly-10-months-8246 nashnova zh-cn 2026-08-01T16:09:58.116Z 韩国NAND出口单价近10个月首降，SSD仍强 https://www.nashnova.com/zh/feed/special/the-era-of-ai-agent-attacks-has-arrived-openais-breach-into-hugging-face-8245 nashnova zh-cn 2026-08-01T12:19:38.475Z AI代理攻击时代到来，OpenAI闯入Hugging Face引发安全警报 https://www.nashnova.com/zh/feed/special/byd-july-global-sales-up-21-8-percent-overseas-shipments-double-8244 nashnova zh-cn 2026-08-01T11:19:23.935Z 比亚迪7月全球销量增21.8%，海外出货翻倍 https://www.nashnova.com/zh/feed/special/s-and-p-500-equal-weight-index-posts-record-outperformance-over-nasdaq-100-in-8243 nashnova zh-cn 2026-08-01T11:14:33.963Z 标普500等权重指数7月创纪录跑赢纳斯达克100 https://www.nashnova.com/zh/feed/special/qatar-lng-tanker-attacked-again-strait-of-hormuz-risk-escalates-8242 nashnova zh-cn 2026-08-01T10:39:42.809Z 卡塔尔LNG油轮再遭袭，霍尔木兹通道风险升级 https://www.nashnova.com/zh/feed/special/nomura-raises-zhongji-innolight-target-price-to-rmb-1-375-8241 nashnova zh-cn 2026-08-01T07:50:10.473Z 野村上调中际旭创目标价至1375元 https://www.nashnova.com/zh/feed/special/macau-july-gaming-revenue-drops-8-4-percent-declining-for-second-consecutive-8240 nashnova zh-cn 2026-08-01T05:37:39.175Z 澳门7月博彩收入跌8.4%，连续两月下滑 https://www.nashnova.com/zh/feed/special/openai-leans-toward-postponing-ipo-to-2027-8239 nashnova zh-cn 2026-08-01T02:38:00.930Z OpenAI倾向推迟IPO至2027年 https://www.nashnova.com/zh/feed/special/cxmts-lpddr6-r-and-d-validation-nearing-completion-8238 nashnova zh-cn 2026-08-01T02:18:17.208Z 长鑫LPDDR6研发验证接近尾声 https://www.nashnova.com/zh/feed/special/chinas-politburo-meeting-maintains-existing-policy-tools-unchanged-8237 nashnova zh-cn 2026-08-01T01:57:17.394Z 中国政治局会议维持现有政策工具不变 https://www.nashnova.com/zh/feed/special/tlt-falls-to-22-year-low-as-hedging-costs-rise-to-five-month-high-8236 nashnova zh-cn 2026-08-01T01:43:02.055Z TLT跌至22年低点，对冲成本升至五个月高位 https://www.nashnova.com/zh/feed/special/u-s-and-japan-jointly-intervene-in-yen-market-for-first-time-in-nearly-30-years-8235 nashnova zh-cn 2026-07-31T23:45:14.886Z 美日近30年来首次联合入市干预日元 https://www.nashnova.com/zh/feed/special/bulls-and-bears-battle-at-s-and-p-500-7-500-options-data-sends-cautious-signals-8234 nashnova zh-cn 2026-07-31T23:43:44.982Z 标普500在7500点多空博弈，期权数据释放谨慎信号 https://www.nashnova.com/zh/feed/special/st-louis-fed-bond-market-selloff-signals-warning-on-fed-credibility-8233 nashnova zh-cn 2026-07-31T23:17:48.891Z 圣路易斯联储：债市抛售警示美联储公信力 https://www.nashnova.com/zh/feed/special/openai-previews-astra-model-to-u-s-regulators-8232 nashnova zh-cn 2026-07-31T22:17:41.575Z OpenAI向美国监管层预演Astra模型 https://www.nashnova.com/zh/feed/special/memory-chip-shortage-weighs-on-china-smartphone-demand-8231 nashnova zh-cn 2026-07-31T22:07:33.518Z 存储芯片短缺压制中国智能手机需求 https://www.nashnova.com/zh/feed/special/trump-ai-executive-order-60-day-framework-deadline-expires-8230 nashnova zh-cn 2026-07-31T21:57:56.116Z 特朗普AI行政令60天框架截止日到期 https://www.nashnova.com/zh/feed/special/u-s-and-israel-reportedly-planning-to-bomb-irans-energy-targets-8229 nashnova zh-cn 2026-07-31T21:27:17.838Z 美以据报筹划轰炸伊朗能源目标 https://www.nashnova.com/zh/feed/special/hedge-fund-crude-oil-long-positions-see-largest-weekly-increase-in-four-months-8228 nashnova zh-cn 2026-07-31T21:22:39.471Z 对冲基金原油多头仓位四个月最大单周增幅 https://www.nashnova.com/zh/feed/special/bitcoin-gains-7-5-percent-in-july-as-forced-selling-pressure-already-exhausted-8227 nashnova zh-cn 2026-07-31T21:02:59.263Z 比特币7月涨7.5%，强制抛售压力已提前释放 https://www.nashnova.com/zh/feed/special/south-korean-leveraged-etfs-face-mandatory-reduction-to-1x-leverage-aum-already-8226 nashnova zh-cn 2026-07-31T20:53:07.595Z 韩国杠杆ETF可被强制降倍至1倍，规模已缩水78% https://www.nashnova.com/zh/feed/special/microsofts-federal-tax-plunges-82-percent-as-accelerated-depreciation-on-ai-8225 nashnova zh-cn 2026-07-31T20:38:34.049Z 微软联邦税骤降82%，AI资本开支加速折旧是主因 https://www.nashnova.com/zh/feed/special/report-warsh-considers-reducing-frequency-of-fed-policy-meetings-8224 nashnova zh-cn 2026-07-31T20:37:19.176Z 报道：沃什考虑削减美联储议息会议频率 https://www.nashnova.com/zh/feed/special/nasdaq-posts-worst-july-in-22-years-goldman-sachs-reviews-etf-resilience-8223 nashnova zh-cn 2026-07-31T18:48:03.751Z 纳斯达克创22年最差7月，高盛复盘ETF韧性 https://www.nashnova.com/zh/feed/special/market-misreads-warsh-as-dovish-his-actual-words-dont-rule-out-rate-hikes-8222 nashnova zh-cn 2026-07-31T18:27:35.325Z 市场误读沃什为鸽派，其原话暗示不排除加息 https://www.nashnova.com/zh/feed/special/feds-alternative-inflation-gauge-falls-to-multi-year-low-8221 nashnova zh-cn 2026-07-31T17:08:14.724Z 美联储通胀替代指标降至多年低位 https://www.nashnova.com/zh/feed/special/richmond-fed-president-hard-to-judge-whether-rates-are-sufficiently-restrictive-8220 nashnova zh-cn 2026-07-31T17:02:48.795Z 里士满联储主席：利率是否足够紧缩难以判断 https://www.nashnova.com/zh/feed/special/big-four-tech-giants-post-combined-95-billion-free-cash-flow-loss-in-q2-8219 nashnova zh-cn 2026-07-31T16:47:53.210Z 四大科技巨头Q2自由现金流合计亏损950亿美元 https://www.nashnova.com/zh/feed/special/nxp-plans-3-3-billion-acquisition-of-autonomous-driving-camera-chip-maker-8218 nashnova zh-cn 2026-07-31T16:42:48.998Z NXP拟33亿美元收购自动驾驶摄像芯片商安霸 https://www.nashnova.com/zh/feed/special/u-s-treasury-eyes-entry-into-repo-market-to-reshape-funding-structure-8217 nashnova zh-cn 2026-07-31T16:32:48.987Z 美国财政部拟入场回购市场重塑融资结构 https://www.nashnova.com/zh/feed/special/cloud-giants-shift-gears-on-capex-revenue-accelerating-debt-financing-share-8216 nashnova zh-cn 2026-07-31T16:09:12.651Z 云厂商资本开支换挡：收入提速，债务融资占比上升 https://www.nashnova.com/zh/feed/special/hedging-costs-for-deep-u-s-treasury-selloff-rise-to-five-month-high-8215 nashnova zh-cn 2026-07-31T16:07:42.552Z 美债深度抛售对冲成本升至五个月高位 https://www.nashnova.com/zh/feed/special/three-fed-dissenting-officials-speak-out-as-30-year-treasury-yield-hits-19-year-8214 nashnova zh-cn 2026-07-31T15:55:27.456Z 美联储三异见官员发声，30年期国债收益率创19年新高 https://www.nashnova.com/zh/feed/special/japan-sells-u-s-treasuries-to-fund-yen-intervention-10-year-yield-hits-new-2023-8213 nashnova zh-cn 2026-07-31T15:53:52.110Z 日元干预抛售美债，10年期美债收益率创2023年新高 https://www.nashnova.com/zh/feed/special/bernstein-whether-orbital-ai-data-centers-can-materialize-is-key-to-spacex-8212 nashnova zh-cn 2026-07-31T15:36:23.243Z 伯恩斯坦：轨道AI数据中心能否落地是SpaceX估值关键 https://www.nashnova.com/zh/feed/special/oil-prices-return-to-80-as-large-scale-u-s-spr-release-remains-off-the-table-8211 nashnova zh-cn 2026-07-31T15:34:48.559Z 油价重返80美元，美国SPR再度大规模释放无望 https://www.nashnova.com/zh/feed/special/eu-ai-act-expands-scope-of-application-8210 nashnova zh-cn 2026-07-31T15:33:36.762Z 欧盟《人工智能法》扩大适用范围 https://www.nashnova.com/zh/feed/special/chinas-12th-national-drug-bulk-procurement-round-successfully-purchases-65-drugs-8209 nashnova zh-cn 2026-07-31T15:32:28.419Z 第十二批国家药品集采65种药品采购成功 https://www.nashnova.com/zh/feed/special/kkrs-arctos-plans-250-million-investment-in-insurer-kuvare-8208 nashnova zh-cn 2026-07-31T14:53:05.889Z KKR旗下Arctos拟投资2.5亿美元于保险商Kuvare https://www.nashnova.com/zh/feed/special/mag-7-earnings-season-sets-records-microsoft-and-amazon-surge-while-apple-and-8207 nashnova zh-cn 2026-07-31T14:27:36.342Z Mag7财报季创纪录：微软亚马逊暴涨，苹果特斯拉重挫 https://www.nashnova.com/zh/feed/special/amazon-completes-50-billion-investment-in-openai-8206 nashnova zh-cn 2026-07-31T14:22:25.509Z 亚马逊完成对OpenAI共500亿美元投资 https://www.nashnova.com/zh/feed/special/u-s-july-michigan-consumer-sentiment-rises-to-55-2-hitting-highest-since-8205 nashnova zh-cn 2026-07-31T14:17:33.117Z 美国7月密歇根消费者信心升至55.2，创2月来新高 https://www.nashnova.com/zh/feed/special/circle-obtains-new-york-trust-license-expanding-regulatory-footprint-8204 nashnova zh-cn 2026-07-31T14:12:36.206Z Circle获纽约信托牌照，监管版图再扩张 https://www.nashnova.com/zh-hant/feed/special/u-s-financial-sector-surges-6-3-percent-in-july-to-record-high-september-rate-8268 nashnova zh-tw 2026-08-02T12:19:51.540Z 美國金融板塊7月漲6.3%創新高，9月加息預期成最大變數 https://www.nashnova.com/zh-hant/feed/special/xing-ziqiang-ai-investment-enters-halftime-a-9-24-style-reversal-is-unlikely-8267 nashnova zh-tw 2026-08-02T12:15:13.546Z 邢自強：AI投資進入半場休息，9·24式反轉暫不會來 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-private-bank-s-and-p-500-to-rise-over-10-percent-in-the-next-year-8266 nashnova zh-tw 2026-08-02T10:45:36.307Z 小摩私人銀行：S&P 500未來一年漲逾10% https://www.nashnova.com/zh-hant/feed/special/two-indicators-signal-ai-capital-spending-boom-may-be-cooling-off-8265 nashnova zh-tw 2026-08-02T10:44:24.181Z 兩項指標發出信號：AI資本開支熱潮或將降溫 https://www.nashnova.com/zh-hant/feed/special/citic-securities-a-share-correction-largely-over-august-recovery-expected-8264 nashnova zh-tw 2026-08-02T10:01:11.542Z 中信證券：A股調整基本結束，8月修復可期 https://www.nashnova.com/zh-hant/feed/special/markets-price-in-september-rate-hike-ahead-of-jackson-hole-as-morgan-stanley-8263 nashnova zh-tw 2026-08-02T09:59:42.942Z 傑克遜霍爾前市場押注9月加息，摩根士丹利警示尾部風險 https://www.nashnova.com/zh-hant/feed/special/us-and-eu-simultaneously-restrict-chinese-solar-inverters-supply-chain-pressure-8262 nashnova zh-tw 2026-08-02T09:04:24.421Z 美歐同步限制中國光伏逆變器，供應鏈壓力上升 https://www.nashnova.com/zh-hant/feed/special/seven-opec-nations-agree-in-principle-to-increase-output-by-188k-bpd-again-in-8261 nashnova zh-tw 2026-08-02T08:59:53.756Z OPEC+七國原則同意9月再增產18.8萬桶/日 https://www.nashnova.com/zh-hant/feed/special/pboc-sets-tone-for-h2-timely-policy-tool-adjustments-to-boost-domestic-demand-8260 nashnova zh-tw 2026-08-02T08:39:47.752Z 央行定調下半年：適時調整工具、加力擴內需 https://www.nashnova.com/zh-hant/feed/special/samsungs-long-term-contracts-cap-downside-but-not-upside-dram-spot-prices-to-8259 nashnova zh-tw 2026-08-02T08:29:58.361Z 三星長協限跌不限漲，DRAM現貨四季度前持續反彈 https://www.nashnova.com/zh-hant/feed/special/memory-etf-sells-samsung-to-buy-changxin-chinese-dram-enters-international-8258 nashnova zh-tw 2026-08-02T06:50:15.925Z 存儲ETF減持三星換倉長鑫，中國DRAM首入國際主流產品 https://www.nashnova.com/zh-hant/feed/special/g10-liquidity-indicator-turns-negative-semiconductor-stocks-may-face-pressure-8257 nashnova zh-tw 2026-08-02T06:49:20.977Z G10流動性指標轉負，半導體股或承壓 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-ai-sector-pullback-is-technical-not-fundamental-8256 nashnova zh-tw 2026-08-02T03:14:57.338Z 摩根士丹利：AI板塊回調是技術面而非基本面 https://www.nashnova.com/zh-hant/feed/special/key-events-next-week-u-s-nonfarm-payrolls-china-cpi-spacexs-first-earnings-8255 nashnova zh-tw 2026-08-02T02:55:08.547Z 下週重磅：美國非農、中國CPI、SpaceX首份財報 https://www.nashnova.com/zh-hant/feed/special/trump-announces-cancellation-of-iran-strike-conditional-on-reaching-a-quick-deal-8254 nashnova zh-tw 2026-08-02T02:44:35.000Z 特朗普宣布取消對伊朗攻擊，條件是快速達成協議 https://www.nashnova.com/zh-hant/feed/special/foreign-investors-single-day-net-buying-of-korean-stocks-hits-record-citi-8253 nashnova zh-tw 2026-08-02T01:49:49.692Z 外資單日淨買入韓股創紀錄，花旗維持KOSPI目標萬點 https://www.nashnova.com/zh-hant/feed/special/north-american-tech-giants-cds-spreads-widen-across-the-board-in-july-as-ai-8252 nashnova zh-tw 2026-08-02T01:24:49.496Z 北美科技巨頭CDS七月全線走闊，AI燒錢引發信用風險重定價 https://www.nashnova.com/zh-hant/feed/special/openais-new-model-astra-solves-10-fields-medal-level-math-problems-8251 nashnova zh-tw 2026-08-02T00:21:34.969Z OpenAI新模型Astra攻克10項菲爾茲獎級數學難題 https://www.nashnova.com/zh-hant/feed/special/csc-ai-computing-hardware-remains-highly-prosperous-software-recovery-signals-8250 nashnova zh-tw 2026-08-02T00:20:07.580Z 中信建投：AI算力硬體高景氣，軟體業績修復信號增多 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-equities-trading-revenue-hits-record-high-in-single-quarter-8249 nashnova zh-tw 2026-08-01T20:24:56.647Z 高盛股票交易收入單季創紀錄，同比飆升72% https://www.nashnova.com/zh-hant/feed/special/asias-ai-computing-expansion-hits-power-bottleneck-8248 nashnova zh-tw 2026-08-01T20:09:37.335Z 亞洲AI算力擴張遭遇電力瓶頸 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-the-most-intense-capital-competition-cycle-in-history-is-here-and-8247 nashnova zh-tw 2026-08-01T18:10:04.142Z 高盛：史上最密集資本爭奪週期來臨，美聯儲只是旁觀者 https://www.nashnova.com/zh-hant/feed/special/south-koreas-nand-export-unit-price-drops-for-first-time-in-nearly-10-months-8246 nashnova zh-tw 2026-08-01T16:09:58.116Z 韓國NAND出口單價近10個月首降，SSD仍強 https://www.nashnova.com/zh-hant/feed/special/the-era-of-ai-agent-attacks-has-arrived-openais-breach-into-hugging-face-8245 nashnova zh-tw 2026-08-01T12:19:38.475Z AI代理攻擊時代到來，OpenAI闖入Hugging Face引發安全警報 https://www.nashnova.com/zh-hant/feed/special/byd-july-global-sales-up-21-8-percent-overseas-shipments-double-8244 nashnova zh-tw 2026-08-01T11:19:23.935Z 比亞迪7月全球銷量增21.8%，海外出貨翻倍 https://www.nashnova.com/zh-hant/feed/special/s-and-p-500-equal-weight-index-posts-record-outperformance-over-nasdaq-100-in-8243 nashnova zh-tw 2026-08-01T11:14:33.963Z 標普500等權重指數7月創紀錄跑贏納斯達克100 https://www.nashnova.com/zh-hant/feed/special/qatar-lng-tanker-attacked-again-strait-of-hormuz-risk-escalates-8242 nashnova zh-tw 2026-08-01T10:39:42.809Z 卡達LNG油輪再遭襲，霍爾木茲通道風險升級 https://www.nashnova.com/zh-hant/feed/special/nomura-raises-zhongji-innolight-target-price-to-rmb-1-375-8241 nashnova zh-tw 2026-08-01T07:50:10.473Z 野村上調中際旭創目標價至1375元 https://www.nashnova.com/zh-hant/feed/special/macau-july-gaming-revenue-drops-8-4-percent-declining-for-second-consecutive-8240 nashnova zh-tw 2026-08-01T05:37:39.175Z 澳門7月博彩收入跌8.4%，連續兩月下滑 https://www.nashnova.com/zh-hant/feed/special/openai-leans-toward-postponing-ipo-to-2027-8239 nashnova zh-tw 2026-08-01T02:38:00.930Z OpenAI傾向推遲IPO至2027年 https://www.nashnova.com/zh-hant/feed/special/cxmts-lpddr6-r-and-d-validation-nearing-completion-8238 nashnova zh-tw 2026-08-01T02:18:17.208Z 長鑫LPDDR6研發驗證接近尾聲 https://www.nashnova.com/zh-hant/feed/special/chinas-politburo-meeting-maintains-existing-policy-tools-unchanged-8237 nashnova zh-tw 2026-08-01T01:57:17.394Z 中國政治局會議維持現有政策工具不變 https://www.nashnova.com/zh-hant/feed/special/tlt-falls-to-22-year-low-as-hedging-costs-rise-to-five-month-high-8236 nashnova zh-tw 2026-08-01T01:43:02.055Z TLT跌至22年低點，對沖成本升至五個月高位 https://www.nashnova.com/zh-hant/feed/special/u-s-and-japan-jointly-intervene-in-yen-market-for-first-time-in-nearly-30-years-8235 nashnova zh-tw 2026-07-31T23:45:14.886Z 美日近30年來首次聯合入市干預日圓 https://www.nashnova.com/zh-hant/feed/special/bulls-and-bears-battle-at-s-and-p-500-7-500-options-data-sends-cautious-signals-8234 nashnova zh-tw 2026-07-31T23:43:44.982Z 標普500在7500點多空博弈，期權數據釋放謹慎信號 https://www.nashnova.com/zh-hant/feed/special/st-louis-fed-bond-market-selloff-signals-warning-on-fed-credibility-8233 nashnova zh-tw 2026-07-31T23:17:48.891Z 聖路易斯聯儲：債市拋售警示美聯儲公信力 https://www.nashnova.com/zh-hant/feed/special/openai-previews-astra-model-to-u-s-regulators-8232 nashnova zh-tw 2026-07-31T22:17:41.575Z OpenAI向美國監管層預演Astra模型 https://www.nashnova.com/zh-hant/feed/special/memory-chip-shortage-weighs-on-china-smartphone-demand-8231 nashnova zh-tw 2026-07-31T22:07:33.518Z 存儲晶片短缺壓制中國智慧型手機需求 https://www.nashnova.com/zh-hant/feed/special/trump-ai-executive-order-60-day-framework-deadline-expires-8230 nashnova zh-tw 2026-07-31T21:57:56.116Z 特朗普AI行政令60天框架截止日到期 https://www.nashnova.com/zh-hant/feed/special/u-s-and-israel-reportedly-planning-to-bomb-irans-energy-targets-8229 nashnova zh-tw 2026-07-31T21:27:17.838Z 美以據報籌劃轟炸伊朗能源目標 https://www.nashnova.com/zh-hant/feed/special/hedge-fund-crude-oil-long-positions-see-largest-weekly-increase-in-four-months-8228 nashnova zh-tw 2026-07-31T21:22:39.471Z 對沖基金原油多頭倉位四個月最大單週增幅 https://www.nashnova.com/zh-hant/feed/special/bitcoin-gains-7-5-percent-in-july-as-forced-selling-pressure-already-exhausted-8227 nashnova zh-tw 2026-07-31T21:02:59.263Z 比特幣7月漲7.5%，強制拋售壓力已提前釋放 https://www.nashnova.com/zh-hant/feed/special/south-korean-leveraged-etfs-face-mandatory-reduction-to-1x-leverage-aum-already-8226 nashnova zh-tw 2026-07-31T20:53:07.595Z 韓國槓桿ETF可被強制降倍至1倍，規模已縮水78% https://www.nashnova.com/zh-hant/feed/special/microsofts-federal-tax-plunges-82-percent-as-accelerated-depreciation-on-ai-8225 nashnova zh-tw 2026-07-31T20:38:34.049Z 微軟聯邦稅驟降82%，AI資本開支加速折舊是主因 https://www.nashnova.com/zh-hant/feed/special/report-warsh-considers-reducing-frequency-of-fed-policy-meetings-8224 nashnova zh-tw 2026-07-31T20:37:19.176Z 報導：沃什考慮削減聯準會議息會議頻率 https://www.nashnova.com/zh-hant/feed/special/nasdaq-posts-worst-july-in-22-years-goldman-sachs-reviews-etf-resilience-8223 nashnova zh-tw 2026-07-31T18:48:03.751Z 納斯達克創22年最差7月，高盛復盤ETF韌性 https://www.nashnova.com/zh-hant/feed/special/market-misreads-warsh-as-dovish-his-actual-words-dont-rule-out-rate-hikes-8222 nashnova zh-tw 2026-07-31T18:27:35.325Z 市場誤讀沃什為鴿派，其原話暗示不排除加息 https://www.nashnova.com/zh-hant/feed/special/feds-alternative-inflation-gauge-falls-to-multi-year-low-8221 nashnova zh-tw 2026-07-31T17:08:14.724Z 美聯儲通脹替代指標降至多年低位 https://www.nashnova.com/zh-hant/feed/special/richmond-fed-president-hard-to-judge-whether-rates-are-sufficiently-restrictive-8220 nashnova zh-tw 2026-07-31T17:02:48.795Z 里士滿聯儲主席：利率是否足夠緊縮難以判斷 https://www.nashnova.com/zh-hant/feed/special/big-four-tech-giants-post-combined-95-billion-free-cash-flow-loss-in-q2-8219 nashnova zh-tw 2026-07-31T16:47:53.210Z 四大科技巨頭Q2自由現金流合計虧損950億美元 https://www.nashnova.com/zh-hant/feed/special/nxp-plans-3-3-billion-acquisition-of-autonomous-driving-camera-chip-maker-8218 nashnova zh-tw 2026-07-31T16:42:48.998Z NXP擬33億美元收購自動駕駛攝像晶片商安霸 https://www.nashnova.com/zh-hant/feed/special/u-s-treasury-eyes-entry-into-repo-market-to-reshape-funding-structure-8217 nashnova zh-tw 2026-07-31T16:32:48.987Z 美國財政部擬入場回購市場重塑融資結構 https://www.nashnova.com/zh-hant/feed/special/cloud-giants-shift-gears-on-capex-revenue-accelerating-debt-financing-share-8216 nashnova zh-tw 2026-07-31T16:09:12.651Z 雲廠商資本開支換擋：收入提速，債務融資佔比上升 https://www.nashnova.com/zh-hant/feed/special/hedging-costs-for-deep-u-s-treasury-selloff-rise-to-five-month-high-8215 nashnova zh-tw 2026-07-31T16:07:42.552Z 美債深度拋售對沖成本升至五個月高位 https://www.nashnova.com/zh-hant/feed/special/three-fed-dissenting-officials-speak-out-as-30-year-treasury-yield-hits-19-year-8214 nashnova zh-tw 2026-07-31T15:55:27.456Z 美聯儲三位異見官員發聲，30年期國債收益率創19年新高 https://www.nashnova.com/zh-hant/feed/special/japan-sells-u-s-treasuries-to-fund-yen-intervention-10-year-yield-hits-new-2023-8213 nashnova zh-tw 2026-07-31T15:53:52.110Z 日圓干預拋售美債，10年期美債殖利率創2023年新高 https://www.nashnova.com/zh-hant/feed/special/bernstein-whether-orbital-ai-data-centers-can-materialize-is-key-to-spacex-8212 nashnova zh-tw 2026-07-31T15:36:23.243Z 伯恩斯坦：軌道AI數據中心能否落地是SpaceX估值關鍵 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https://www.nashnova.com/zh-hant/feed/special/amazon-completes-50-billion-investment-in-openai-8206 nashnova zh-tw 2026-07-31T14:22:25.509Z 亞馬遜完成對OpenAI共500億美元投資 https://www.nashnova.com/zh-hant/feed/special/u-s-july-michigan-consumer-sentiment-rises-to-55-2-hitting-highest-since-8205 nashnova zh-tw 2026-07-31T14:17:33.117Z 美國7月密歇根消費者信心升至55.2，創2月來新高 https://www.nashnova.com/zh-hant/feed/special/circle-obtains-new-york-trust-license-expanding-regulatory-footprint-8204 nashnova zh-tw 2026-07-31T14:12:36.206Z Circle獲紐約信託牌照，監管版圖再擴張