https://www.nashnova.com/feed/special/jane-streets-15-billion-debt-swap-narrowing-the-creditor-circle-to-safeguard-9637 nashnova en 2026-08-17T03:14:17.244Z Jane Street's $15 Billion Debt Swap: Narrowing the Creditor Circle to Safeguard Financing Stability https://www.nashnova.com/feed/special/jpmorgan-raises-zhipu-target-price-to-hk-1-800-deepseek-price-hike-reshapes-9636 nashnova en 2026-08-17T02:54:34.943Z JPMorgan Raises Zhipu Target Price to HK$1,800; DeepSeek Price Hike Reshapes China's AI Competitive Landscape https://www.nashnova.com/feed/special/jpmorgan-semiconductor-q2-demand-beats-expectations-price-hikes-spreading-from-9635 nashnova en 2026-08-17T02:10:47.646Z JPMorgan: Semiconductor Q2 Demand Beats Expectations, Price Hikes Spreading from Memory to Equipment and Materials https://www.nashnova.com/feed/special/foreign-capital-snaps-up-chinese-real-estate-assets-as-wanda-plaza-receives-pag-9634 nashnova en 2026-08-17T02:09:14.822Z Foreign Capital Snaps Up Chinese Real Estate Assets as Wanda Plaza Receives PAG Investment https://www.nashnova.com/feed/special/hormuz-dark-fleet-ships-over-4-million-barrels-daily-brent-crude-holds-steady-at-9633 nashnova en 2026-08-17T01:39:40.674Z Hormuz "Dark Fleet" Ships Over 4 Million Barrels Daily; Brent Crude Holds Steady at $80–$90 https://www.nashnova.com/feed/special/think-tank-warns-chinas-robotics-industry-may-replicate-ev-disruption-playbook-9632 nashnova en 2026-08-17T01:29:32.201Z Think Tank Warns: China's Robotics Industry May Replicate EV Disruption Playbook https://www.nashnova.com/feed/special/goldman-sachs-fed-rate-hike-in-september-now-highly-unlikely-but-market-rate-9631 nashnova en 2026-08-17T01:24:45.179Z Goldman Sachs: Fed Rate Hike in September Now Highly Unlikely, but Market Rate Pricing Remains Hawkish https://www.nashnova.com/feed/special/big-techs-off-balance-sheet-ai-commitments-reach-3-trillion-dwarfing-on-book-9630 nashnova en 2026-08-17T01:09:24.043Z Big Tech's Off-Balance-Sheet AI Commitments Reach $3 Trillion, Dwarfing On-Book Capex https://www.nashnova.com/feed/special/indium-phosphide-supply-demand-imbalance-intensifies-q4-price-surge-hits-record-9629 nashnova en 2026-08-17T00:49:29.257Z Indium Phosphide Supply-Demand Imbalance Intensifies, Q4 Price Surge Hits Record High https://www.nashnova.com/feed/special/google-parent-alphabet-plans-debut-australian-dollar-bond-offering-with-9628 nashnova en 2026-08-17T00:33:53.318Z Google Parent Alphabet Plans Debut Australian Dollar Bond Offering with Maturities Up to 20 Years https://www.nashnova.com/feed/special/eu-plans-largest-round-of-russia-sanctions-since-start-of-war-this-autumn-9627 nashnova en 2026-08-17T00:19:50.387Z EU Plans Largest Round of Russia Sanctions Since Start of War This Autumn https://www.nashnova.com/feed/special/japans-q2-gdp-grows-at-annualized-1-1-percent-below-expectations-as-capital-9626 nashnova en 2026-08-17T00:19:00.677Z Japan's Q2 GDP Grows at Annualized 1.1%, Below Expectations as Capital Spending Continues to Shrink https://www.nashnova.com/feed/special/wuxi-apptec-stock-doubles-year-to-date-fundamentals-strengthen-against-9625 nashnova en 2026-08-16T23:34:22.118Z WuXi AppTec Stock Doubles Year-to-Date, Fundamentals Strengthen Against Geopolitical Headwinds https://www.nashnova.com/feed/special/apple-partners-with-alibaba-to-train-custom-ai-models-for-the-chinese-market-9624 nashnova en 2026-08-16T23:24:32.593Z Apple Partners with Alibaba to Train Custom AI Models for the Chinese Market https://www.nashnova.com/feed/special/stripe-plans-to-acquire-ai-model-routing-platform-openrouter-for-over-7-billion-9623 nashnova en 2026-08-16T19:59:29.480Z Stripe Plans to Acquire AI Model Routing Platform OpenRouter for Over $7 Billion https://www.nashnova.com/feed/special/u-s-16-billion-20-year-treasury-auction-tests-long-end-demand-9622 nashnova en 2026-08-16T19:38:57.798Z U.S. $16 Billion 20-Year Treasury Auction Tests Long-End Demand https://www.nashnova.com/feed/special/chinas-ai-developers-struggle-to-break-free-from-nvidia-dependency-as-migration-9621 nashnova en 2026-08-16T17:34:01.182Z China's AI Developers Struggle to Break Free from Nvidia Dependency as Migration to Domestic Chips Proves Costly https://www.nashnova.com/feed/special/bofa-ai-productivity-lag-favors-value-stocks-biotech-and-commodities-9620 nashnova en 2026-08-16T15:54:29.694Z BofA: AI Productivity Lag Favors Value Stocks, Biotech & Commodities https://www.nashnova.com/feed/special/global-interest-rates-rise-in-sync-bond-diversification-role-under-question-9619 nashnova en 2026-08-16T12:24:19.306Z Global Interest Rates Rise in Sync, Bond Diversification Role Under Question https://www.nashnova.com/feed/special/wells-fargo-jpmorgan-poised-to-become-first-trillion-dollar-bank-with-sights-set-9618 nashnova en 2026-08-16T12:09:01.530Z Wells Fargo: JPMorgan Poised to Become First Trillion-Dollar Bank, With Sights Set on $2 Trillion https://www.nashnova.com/feed/special/sensetime-reports-first-ever-interim-profit-since-ipo-expects-h1-net-profit-of-9617 nashnova en 2026-08-16T11:54:03.398Z SenseTime Reports First-Ever Interim Profit Since IPO, Expects H1 Net Profit of RMB 500–700 Million https://www.nashnova.com/feed/special/trump-advisor-warns-nvidias-500b-financing-plan-faces-dark-gpu-oversupply-risk-9616 nashnova en 2026-08-16T11:49:20.975Z Trump Advisor Warns Nvidia's $500B Financing Plan Faces 'Dark GPU' Oversupply Risk https://www.nashnova.com/feed/special/goldman-sachs-path-of-least-resistance-is-up-market-tilts-bullish-in-coming-9615 nashnova en 2026-08-16T11:44:34.918Z Goldman Sachs: Path of Least Resistance Is Up, Market Tilts Bullish in Coming Weeks https://www.nashnova.com/feed/special/citic-securities-ai-price-hike-chains-risk-reward-ratio-drops-sharply-investors-9614 nashnova en 2026-08-16T10:59:44.509Z CITIC Securities: AI Price-Hike Chain's Risk-Reward Ratio Drops Sharply, Investors Should Return to Reasonable Expectations https://www.nashnova.com/feed/special/zijin-gold-international-reports-h1-net-profit-of-us-1-451-billion-up-179-9613 nashnova en 2026-08-16T10:48:55.905Z Zijin Gold International Reports H1 Net Profit of US$1.451 Billion, Up 179% YoY https://www.nashnova.com/feed/special/jpmorgan-optical-communications-closed-door-conference-key-takeaways-from-lite-9612 nashnova en 2026-08-16T08:49:59.025Z JPMorgan Optical Communications Closed-Door Conference: Key Takeaways from LITE and AAOI Management Discussions https://www.nashnova.com/feed/special/deutsche-bank-central-bank-gold-buying-and-etf-inflows-drive-continued-explosive-9611 nashnova en 2026-08-16T05:59:41.092Z Deutsche Bank: Central Bank Gold Buying and ETF Inflows Drive Continued "Explosive" Gold Rally https://www.nashnova.com/feed/special/duan-yongping-cuts-nvidia-stake-by-over-50-percent-in-q2-initiates-new-position-9610 nashnova en 2026-08-16T05:49:06.055Z Duan Yongping Cuts Nvidia Stake by Over 50% in Q2, Initiates New Position in Alibaba https://www.nashnova.com/feed/special/nvidia-plans-3-billion-investment-in-sb-energy-to-expand-into-ai-data-center-9609 nashnova en 2026-08-16T05:09:21.766Z Nvidia Plans $3 Billion Investment in SB Energy to Expand into AI Data Center Energy Supply Chain https://www.nashnova.com/feed/special/jpmorgan-five-converging-pressures-could-trigger-a-global-food-crisis-by-2027-9608 nashnova en 2026-08-16T03:49:27.166Z JPMorgan: Five Converging Pressures Could Trigger a Global Food Crisis by 2027 https://www.nashnova.com/feed/special/hillhouse-hhlr-increases-nvidia-stake-in-q2-as-biotech-exceeds-half-of-portfolio-9607 nashnova en 2026-08-16T02:54:44.256Z Hillhouse HHLR Increases NVIDIA Stake in Q2 as Biotech Exceeds Half of Portfolio https://www.nashnova.com/feed/special/hbm4-race-drains-south-koreas-chip-design-talent-9606 nashnova en 2026-08-15T22:56:03.901Z HBM4 Race Drains South Korea's Chip Design Talent https://www.nashnova.com/feed/special/chinas-ai-super-node-computing-power-accelerates-expansion-2026-market-size-9605 nashnova en 2026-08-15T22:54:45.938Z China's AI Super-Node Computing Power Accelerates Expansion, 2026 Market Size Estimated at Nearly 90 Billion Yuan https://www.nashnova.com/feed/special/ruijie-networks-h1-net-profit-up-53-percent-800g-revenue-more-than-doubles-full-9604 nashnova en 2026-08-15T14:36:35.393Z Ruijie Networks H1 Net Profit Up 53%, 800G Revenue More Than Doubles Full-Year 2024 https://www.nashnova.com/feed/special/situational-awareness-fund-held-heavy-positions-in-sandisk-and-micron-before-9603 nashnova en 2026-08-15T14:34:47.056Z Situational Awareness Fund Held Heavy Positions in SanDisk and Micron Before Blowup, 13-F Filing Reveals https://www.nashnova.com/feed/special/iran-and-oman-reach-agreement-on-strait-of-hormuz-shipping-plan-9602 nashnova en 2026-08-15T13:24:12.846Z Iran and Oman Reach Agreement on Strait of Hormuz Shipping Plan https://www.nashnova.com/feed/special/morgan-stanley-nvidias-neocloud-financing-structure-could-open-up-significant-9601 nashnova en 2026-08-15T12:13:55.879Z Morgan Stanley: Nvidia's Neocloud Financing Structure Could Open Up Significant Revenue Stream https://www.nashnova.com/feed/special/citic-securities-midterm-elections-may-constrain-trumps-taco-agenda-less-than-9600 nashnova en 2026-08-15T12:04:14.341Z CITIC Securities: Midterm Elections May Constrain Trump's "TACO" Agenda Less Than Expected https://www.nashnova.com/feed/special/alibabas-qwen-reaches-3-billion-downloads-surpassing-meta-and-google-9599 nashnova en 2026-08-15T09:54:16.579Z Alibaba's Qwen Reaches 3 Billion Downloads, Surpassing Meta and Google https://www.nashnova.com/feed/special/china-plans-to-lift-travel-ban-on-manus-founder-independent-operations-set-to-9598 nashnova en 2026-08-15T09:44:26.534Z China Plans to Lift Travel Ban on Manus Founder, Independent Operations Set to Resume https://www.nashnova.com/feed/special/bernstein-raises-china-semiconductor-equipment-market-forecast-to-101b-top-pick-9597 nashnova en 2026-08-15T08:39:28.627Z Bernstein Raises China Semiconductor Equipment Market Forecast to $101B, Top Pick: NAURA Technology https://www.nashnova.com/feed/special/chinas-tax-authority-launches-training-to-clarify-offshore-trust-tax-rules-for-9596 nashnova en 2026-08-15T06:19:40.487Z China's Tax Authority Launches Training to Clarify Offshore Trust Tax Rules for Ultra-High-Net-Worth Individuals https://www.nashnova.com/feed/special/germany-launches-pension-reform-private-pension-pool-could-double-to-500-billion-9595 nashnova en 2026-08-15T06:14:26.553Z Germany Launches Pension Reform; Private Pension Pool Could Double to €500 Billion Within a Decade https://www.nashnova.com/zh/feed/special/chinas-ai-developers-struggle-to-break-free-from-nvidia-dependency-as-migration-9621 nashnova zh-cn 2026-08-16T17:34:01.182Z 中国AI开发者难脱英伟达依赖，迁移国产芯片成本高企 https://www.nashnova.com/zh/feed/special/bofa-ai-productivity-lag-favors-value-stocks-biotech-and-commodities-9620 nashnova zh-cn 2026-08-16T15:54:29.694Z 美银：AI生产率滞后，看好价值股、生物科技与大宗商品 https://www.nashnova.com/zh/feed/special/global-interest-rates-rise-in-sync-bond-diversification-role-under-question-9619 nashnova zh-cn 2026-08-16T12:24:19.306Z 全球利率同步上行，债券分散化功能遭质疑 https://www.nashnova.com/zh/feed/special/wells-fargo-jpmorgan-poised-to-become-first-trillion-dollar-bank-with-sights-set-9618 nashnova zh-cn 2026-08-16T12:09:01.530Z 富国银行：摩根大通有望成首家万亿美元市值银行，目标直指2万亿 https://www.nashnova.com/zh/feed/special/sensetime-reports-first-ever-interim-profit-since-ipo-expects-h1-net-profit-of-9617 nashnova zh-cn 2026-08-16T11:54:03.398Z 商汤上市以来首次中期盈利，预计上半年净利润5亿至7亿元 https://www.nashnova.com/zh/feed/special/trump-advisor-warns-nvidias-500b-financing-plan-faces-dark-gpu-oversupply-risk-9616 nashnova zh-cn 2026-08-16T11:49:20.975Z 特朗普顾问警示英伟达5000亿融资计划存"暗GPU"过剩风险 https://www.nashnova.com/zh/feed/special/goldman-sachs-path-of-least-resistance-is-up-market-tilts-bullish-in-coming-9615 nashnova zh-cn 2026-08-16T11:44:34.918Z 高盛：阻力最小方向向上，未来数周市场偏多 https://www.nashnova.com/zh/feed/special/citic-securities-ai-price-hike-chains-risk-reward-ratio-drops-sharply-investors-9614 nashnova zh-cn 2026-08-16T10:59:44.509Z 中信证券：AI涨价链赔率大降，投资者应回归合理预期 https://www.nashnova.com/zh/feed/special/zijin-gold-international-reports-h1-net-profit-of-us-1-451-billion-up-179-9613 nashnova zh-cn 2026-08-16T10:48:55.905Z 紫金黄金国际上半年归母溢利14.51亿美元，同比增179% https://www.nashnova.com/zh/feed/special/jpmorgan-optical-communications-closed-door-conference-key-takeaways-from-lite-9612 nashnova zh-cn 2026-08-16T08:49:59.025Z 摩根大通光通信闭门会议：LITE与AAOI管理层核心交流要点 https://www.nashnova.com/zh/feed/special/deutsche-bank-central-bank-gold-buying-and-etf-inflows-drive-continued-explosive-9611 nashnova zh-cn 2026-08-16T05:59:41.092Z 德银：央行购金与ETF流入驱动黄金"爆炸性"上涨持续 https://www.nashnova.com/zh/feed/special/duan-yongping-cuts-nvidia-stake-by-over-50-percent-in-q2-initiates-new-position-9610 nashnova zh-cn 2026-08-16T05:49:06.055Z 段永平二季度减持英伟达逾五成，新建阿里巴巴仓位 https://www.nashnova.com/zh/feed/special/nvidia-plans-3-billion-investment-in-sb-energy-to-expand-into-ai-data-center-9609 nashnova zh-cn 2026-08-16T05:09:21.766Z 英伟达拟投30亿美元入股SB Energy 布局AI数据中心能源链 https://www.nashnova.com/zh/feed/special/jpmorgan-five-converging-pressures-could-trigger-a-global-food-crisis-by-2027-9608 nashnova zh-cn 2026-08-16T03:49:27.166Z 摩根大通：五重压力叠加，全球粮食危机或于2027年爆发 https://www.nashnova.com/zh/feed/special/hillhouse-hhlr-increases-nvidia-stake-in-q2-as-biotech-exceeds-half-of-portfolio-9607 nashnova zh-cn 2026-08-16T02:54:44.256Z 高瓴HHLR二季度增持英伟达，生物科技占仓超五成 https://www.nashnova.com/zh/feed/special/hbm4-race-drains-south-koreas-chip-design-talent-9606 nashnova zh-cn 2026-08-15T22:56:03.901Z HBM4争夺战抽空韩国芯片设计人才 https://www.nashnova.com/zh/feed/special/chinas-ai-super-node-computing-power-accelerates-expansion-2026-market-size-9605 nashnova zh-cn 2026-08-15T22:54:45.938Z 中国AI超节点算力加速扩张，2026年市场规模预估近900亿元 https://www.nashnova.com/zh/feed/special/ruijie-networks-h1-net-profit-up-53-percent-800g-revenue-more-than-doubles-full-9604 nashnova zh-cn 2026-08-15T14:36:35.393Z 锐捷网络上半年净利增53%，800G收入超去年全年两倍 https://www.nashnova.com/zh/feed/special/situational-awareness-fund-held-heavy-positions-in-sandisk-and-micron-before-9603 nashnova zh-cn 2026-08-15T14:34:47.056Z Situational Awareness崩盘前重仓闪迪与美光，13-F文件披露 https://www.nashnova.com/zh/feed/special/iran-and-oman-reach-agreement-on-strait-of-hormuz-shipping-plan-9602 nashnova zh-cn 2026-08-15T13:24:12.846Z 伊朗与阿曼就霍尔木兹海峡航运图达成协议 https://www.nashnova.com/zh/feed/special/morgan-stanley-nvidias-neocloud-financing-structure-could-open-up-significant-9601 nashnova zh-cn 2026-08-15T12:13:55.879Z 摩根士丹利：英伟达neocloud融资结构或开辟重要收入来源 https://www.nashnova.com/zh/feed/special/citic-securities-midterm-elections-may-constrain-trumps-taco-agenda-less-than-9600 nashnova zh-cn 2026-08-15T12:04:14.341Z 中信证券：中期选举对特朗普"TACO"约束或弱于预期 https://www.nashnova.com/zh/feed/special/alibabas-qwen-reaches-3-billion-downloads-surpassing-meta-and-google-9599 nashnova zh-cn 2026-08-15T09:54:16.579Z 阿里Qwen下载量达30亿次，超越Meta和谷歌 https://www.nashnova.com/zh/feed/special/china-plans-to-lift-travel-ban-on-manus-founder-independent-operations-set-to-9598 nashnova zh-cn 2026-08-15T09:44:26.534Z 中国拟解除Manus创始人出行禁令，独立运营重启在即 https://www.nashnova.com/zh/feed/special/bernstein-raises-china-semiconductor-equipment-market-forecast-to-101b-top-pick-9597 nashnova zh-cn 2026-08-15T08:39:28.627Z Bernstein上调中国半导体设备市场至1010亿美元，首选北方华创 https://www.nashnova.com/zh/feed/special/chinas-tax-authority-launches-training-to-clarify-offshore-trust-tax-rules-for-9596 nashnova zh-cn 2026-08-15T06:19:40.487Z 中国税务总局启动培训，明确超高净值群体离岸信托税规 https://www.nashnova.com/zh/feed/special/germany-launches-pension-reform-private-pension-pool-could-double-to-500-billion-9595 nashnova zh-cn 2026-08-15T06:14:26.553Z 德国养老金改革启动，私人养老金池十年内或翻倍至5000亿欧元 https://www.nashnova.com/zh-hant/feed/special/chinas-ai-developers-struggle-to-break-free-from-nvidia-dependency-as-migration-9621 nashnova zh-tw 2026-08-16T17:34:01.182Z 中國AI開發者難脫輝達依賴，遷移國產晶片成本高企 https://www.nashnova.com/zh-hant/feed/special/bofa-ai-productivity-lag-favors-value-stocks-biotech-and-commodities-9620 nashnova zh-tw 2026-08-16T15:54:29.694Z 美銀：AI生產率滯後，看好價值股、生物科技與大宗商品 https://www.nashnova.com/zh-hant/feed/special/global-interest-rates-rise-in-sync-bond-diversification-role-under-question-9619 nashnova zh-tw 2026-08-16T12:24:19.306Z 全球利率同步上行，債券分散化功能遭質疑 https://www.nashnova.com/zh-hant/feed/special/wells-fargo-jpmorgan-poised-to-become-first-trillion-dollar-bank-with-sights-set-9618 nashnova zh-tw 2026-08-16T12:09:01.530Z 富國銀行：摩根大通有望成首家萬億美元市值銀行，目標直指2萬億 https://www.nashnova.com/zh-hant/feed/special/sensetime-reports-first-ever-interim-profit-since-ipo-expects-h1-net-profit-of-9617 nashnova zh-tw 2026-08-16T11:54:03.398Z 商湯上市以來首次中期盈利，預計上半年淨利潤5億至7億元 https://www.nashnova.com/zh-hant/feed/special/trump-advisor-warns-nvidias-500b-financing-plan-faces-dark-gpu-oversupply-risk-9616 nashnova zh-tw 2026-08-16T11:49:20.975Z 特朗普顧問警示英偉達5000億融資計劃存「暗GPU」過剩風險 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-path-of-least-resistance-is-up-market-tilts-bullish-in-coming-9615 nashnova zh-tw 2026-08-16T11:44:34.918Z 高盛：阻力最小方向向上，未來數週市場偏多 https://www.nashnova.com/zh-hant/feed/special/citic-securities-ai-price-hike-chains-risk-reward-ratio-drops-sharply-investors-9614 nashnova zh-tw 2026-08-16T10:59:44.509Z 中信證券：AI漲價鏈賠率大降，投資者應回歸合理預期 https://www.nashnova.com/zh-hant/feed/special/zijin-gold-international-reports-h1-net-profit-of-us-1-451-billion-up-179-9613 nashnova zh-tw 2026-08-16T10:48:55.905Z 紫金黃金國際上半年歸母溢利14.51億美元，同比增179% 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https://www.nashnova.com/zh-hant/feed/special/bernstein-raises-china-semiconductor-equipment-market-forecast-to-101b-top-pick-9597 nashnova zh-tw 2026-08-15T08:39:28.627Z Bernstein上調中國半導體設備市場至1010億美元，首選北方華創 https://www.nashnova.com/zh-hant/feed/special/chinas-tax-authority-launches-training-to-clarify-offshore-trust-tax-rules-for-9596 nashnova zh-tw 2026-08-15T06:19:40.487Z 中國稅務總局啟動培訓，明確超高淨值群體離岸信託稅規 https://www.nashnova.com/zh-hant/feed/special/germany-launches-pension-reform-private-pension-pool-could-double-to-500-billion-9595 nashnova zh-tw 2026-08-15T06:14:26.553Z 德國養老金改革啟動，私人養老金池十年內或翻倍至5000億歐元