https://www.nashnova.com/feed/special/nvidia-backed-reflection-to-release-powerful-open-source-ai-model-14192 nashnova en 2026-10-04T12:56:32.833Z Nvidia-Backed Reflection to Release Powerful Open-Source AI Model https://www.nashnova.com/feed/special/u-s-irs-targets-aqr-tax-strategies-warns-of-potential-retroactive-penalties-14191 nashnova en 2026-10-04T12:11:21.566Z U.S. IRS Targets AQR Tax Strategies, Warns of Potential Retroactive Penalties https://www.nashnova.com/feed/special/morgan-stanley-chinas-global-export-share-expected-to-rise-to-16-5-percent-by-14190 nashnova en 2026-10-04T09:16:49.800Z Morgan Stanley: China's Global Export Share Expected to Rise to 16.5% by 2030 https://www.nashnova.com/feed/special/white-house-super-ai-task-force-officially-launched-clayton-to-lead-120-day-ai-14189 nashnova en 2026-10-04T07:16:47.906Z White House Super AI Task Force Officially Launched; Clayton to Lead 120-Day AI Regulatory Proposal https://www.nashnova.com/feed/special/softbanks-digitalbridge-acquisition-sons-ai-expansion-seeks-off-balance-sheet-14188 nashnova en 2026-10-04T04:26:40.258Z SoftBank's DigitalBridge Acquisition: Son's AI Expansion Seeks Off-Balance-Sheet Financing https://www.nashnova.com/feed/special/bessent-rising-treasury-yields-a-global-phenomenon-dismisses-ai-bubble-claims-14187 nashnova en 2026-10-04T03:06:43.190Z Bessent: Rising Treasury Yields a Global Phenomenon, Dismisses AI Bubble Claims https://www.nashnova.com/feed/special/china-closes-over-670-banks-in-four-years-as-regulatory-consolidation-hits-14186 nashnova en 2026-10-04T02:06:41.375Z China Closes Over 670 Banks in Four Years as Regulatory Consolidation Hits Record https://www.nashnova.com/feed/special/citic-securities-mortgage-to-rent-parity-signal-emerges-bullish-on-developers-14185 nashnova en 2026-10-03T23:26:30.820Z CITIC Securities: Mortgage-to-Rent Parity Signal Emerges, Bullish on Developers and Leading Brokerage Firms https://www.nashnova.com/feed/special/fed-and-ecb-meeting-minutes-due-for-release-as-rate-hike-expectations-cool-on-14184 nashnova en 2026-10-03T20:31:55.783Z Fed and ECB Meeting Minutes Due for Release as Rate Hike Expectations Cool on Both Sides https://www.nashnova.com/feed/special/openai-safety-staff-resign-claim-company-culture-is-broken-14183 nashnova en 2026-10-03T16:36:52.076Z OpenAI Safety Staff Resign: Claim Company Culture Is Broken https://www.nashnova.com/feed/special/bofa-ai-narrative-becomes-last-line-of-defense-for-u-s-bond-market-a-collapse-in-14182 nashnova en 2026-10-03T16:31:59.451Z BofA: AI Narrative Becomes Last Line of Defense for U.S. Bond Market — A Collapse in the Narrative Would Amplify All Macro Risks https://www.nashnova.com/feed/special/musk-confirms-talks-with-tsmc-on-texas-chip-fab-collaboration-14181 nashnova en 2026-10-03T16:27:20.385Z Musk Confirms Talks with TSMC on Texas Chip Fab Collaboration https://www.nashnova.com/feed/special/ubs-90-percent-of-foreign-capital-flowing-into-the-u-s-is-m-and-a-manufacturing-14180 nashnova en 2026-10-03T16:26:21.321Z UBS: 90% of Foreign Capital Flowing into the U.S. Is M&A, Manufacturing Reshoring Data Questioned https://www.nashnova.com/feed/special/thick-smoke-reportedly-seen-at-saudi-aramcos-riyadh-refinery-as-saudi-arabia-14179 nashnova en 2026-10-03T16:13:50.324Z Thick Smoke Reportedly Seen at Saudi Aramco's Riyadh Refinery as Saudi Arabia Plans Major Military Operation Against Houthis https://www.nashnova.com/feed/special/ubs-warning-european-natural-gas-storage-at-only-71-5-percent-winter-buffer-hits-14178 nashnova en 2026-10-03T16:12:39.903Z UBS Warning: European Natural Gas Storage at Only 71.5%, Winter Buffer Hits Historic Low https://www.nashnova.com/feed/special/cheaper-ai-wont-cut-power-bills-mckinsey-forecasts-24-percent-annual-growth-in-14177 nashnova en 2026-10-03T16:11:33.872Z Cheaper AI Won't Cut Power Bills: McKinsey Forecasts 24% Annual Growth in Data Center Electricity Consumption https://www.nashnova.com/feed/special/jpmorgan-breaks-down-investment-strategies-for-three-u-s-midterm-election-14176 nashnova en 2026-10-03T16:01:58.305Z JPMorgan Breaks Down Investment Strategies for Three U.S. Midterm Election Scenarios https://www.nashnova.com/feed/special/goldman-sachs-real-time-model-points-to-china-q3-gdp-growth-of-4-1-percent-14175 nashnova en 2026-10-03T11:46:34.203Z Goldman Sachs Real-Time Model Points to China Q3 GDP Growth of 4.1% https://www.nashnova.com/feed/special/cta-positioning-plunges-over-3-standard-deviations-as-1-3-trillion-buyback-14174 nashnova en 2026-10-03T09:06:49.955Z CTA Positioning Plunges Over 3 Standard Deviations as $1.3 Trillion Buyback Window Reopens in October https://www.nashnova.com/feed/special/hkex-prepares-rmb-denominated-gold-futures-with-supporting-clearing-system-set-14173 nashnova en 2026-10-03T08:16:37.873Z HKEX Prepares RMB-Denominated Gold Futures with Supporting Clearing System Set to Launch in 2027 https://www.nashnova.com/feed/special/morgan-stanley-september-ai-bond-issuance-drop-is-a-pause-q4-rebound-expected-14172 nashnova en 2026-10-03T08:11:53.244Z Morgan Stanley: September AI Bond Issuance Drop Is a Pause, Q4 Rebound Expected https://www.nashnova.com/feed/special/ecb-president-candidates-to-meet-separately-with-german-chancellor-merz-14171 nashnova en 2026-10-03T07:22:59.746Z ECB President Candidates to Meet Separately with German Chancellor Merz https://www.nashnova.com/feed/special/surging-bond-yields-weigh-on-european-equities-as-stoxx-600-posts-fourth-14170 nashnova en 2026-10-03T07:21:52.188Z Surging Bond Yields Weigh on European Equities as STOXX 600 Posts Fourth Consecutive Weekly Decline https://www.nashnova.com/feed/special/jpmorgan-tesla-eps-inflection-point-pushed-to-2028-neutral-rating-maintained-14169 nashnova en 2026-10-03T05:56:54.311Z JPMorgan: Tesla EPS Inflection Point Pushed to 2028, Neutral Rating Maintained https://www.nashnova.com/feed/special/bernstein-japan-semiconductor-equipment-sales-up-50-percent-yoy-as-ai-computing-14168 nashnova en 2026-10-03T03:32:00.402Z Bernstein: Japan Semiconductor Equipment Sales Up 50% YoY as AI Computing Investment Ripples Upstream https://www.nashnova.com/feed/special/nvidia-hits-intraday-all-time-high-market-cap-briefly-approaches-5-7-trillion-14167 nashnova en 2026-10-02T22:11:31.726Z Nvidia Hits Intraday All-Time High, Market Cap Briefly Approaches $5.7 Trillion https://www.nashnova.com/feed/special/apple-tightens-mac-disk-access-permissions-to-mitigate-ai-agent-risks-14166 nashnova en 2026-10-02T21:21:24.087Z Apple Tightens Mac Disk Access Permissions to Mitigate AI Agent Risks https://www.nashnova.com/feed/special/hedge-funds-rebuild-yen-short-positions-as-yield-spread-pressure-persists-14165 nashnova en 2026-10-02T20:36:35.211Z Hedge Funds Rebuild Yen Short Positions as Yield Spread Pressure Persists https://www.nashnova.com/feed/special/ubs-10-year-treasury-yield-needs-to-rise-another-65bps-to-trigger-capital-loss-14164 nashnova en 2026-10-02T20:31:38.090Z UBS: 10-Year Treasury Yield Needs to Rise Another 65bps to Trigger Capital Loss Threshold https://www.nashnova.com/feed/special/u-s-doj-will-not-reopen-criminal-investigation-into-powell-14163 nashnova en 2026-10-02T19:41:02.336Z U.S. DOJ Will Not Reopen Criminal Investigation Into Powell https://www.nashnova.com/feed/special/u-s-plans-to-offer-vistra-4-billion-loan-to-upgrade-nuclear-power-plants-14162 nashnova en 2026-10-02T19:36:14.578Z U.S. Plans to Offer Vistra ~$4 Billion Loan to Upgrade Nuclear Power Plants https://www.nashnova.com/feed/special/energy-sectors-negative-correlation-with-s-and-p-500-hits-53-year-historical-14161 nashnova en 2026-10-02T18:16:15.547Z Energy Sector's Negative Correlation with S&P 500 Hits 53-Year Historical Extreme https://www.nashnova.com/feed/special/saudi-arabia-plans-to-mobilize-over-100-000-yemeni-soldiers-to-attack-houthis-14160 nashnova en 2026-10-02T18:11:26.445Z Saudi Arabia Plans to Mobilize Over 100,000 Yemeni Soldiers to Attack Houthis, Targeting the Red Sea Chokepoint https://www.nashnova.com/feed/special/sec-proposes-regulatory-framework-for-investment-advisers-crypto-asset-custody-14159 nashnova en 2026-10-02T18:01:24.393Z SEC Proposes Regulatory Framework for Investment Advisers' Crypto Asset Custody https://www.nashnova.com/feed/special/soybean-futures-drop-to-nearly-one-month-low-as-soybeans-excluded-from-u-s-china-14158 nashnova en 2026-10-02T17:06:28.035Z Soybean Futures Drop to Nearly One-Month Low as Soybeans Excluded from U.S.-China Tariff Negotiations https://www.nashnova.com/feed/special/ubs-ai-infrastructure-demand-continues-to-heat-up-coreweave-gpu-pricing-has-14157 nashnova en 2026-10-02T16:51:16.334Z UBS: AI Infrastructure Demand Continues to Heat Up, CoreWeave GPU Pricing Has Risen ~38% Cumulatively https://www.nashnova.com/feed/special/qiagen-acquisition-talks-reportedly-advancing-stock-surges-7-3-percent-in-single-14156 nashnova en 2026-10-02T16:16:11.768Z Qiagen Acquisition Talks Reportedly Advancing, Stock Surges 7.3% in Single Day https://www.nashnova.com/feed/special/ai-infrastructure-demand-surges-as-hpe-stock-hits-all-time-high-14155 nashnova en 2026-10-02T15:56:27.244Z AI Infrastructure Demand Surges as HPE Stock Hits All-Time High https://www.nashnova.com/feed/special/crypto-regulation-advocate-peirce-departs-from-sec-14154 nashnova en 2026-10-02T15:46:09.953Z Crypto Regulation Advocate Peirce Departs from SEC https://www.nashnova.com/feed/special/nvidia-launches-64gb-dgx-spark-at-4-999-128gb-version-rises-to-6-950-14153 nashnova en 2026-10-02T15:41:53.832Z Nvidia Launches 64GB DGX Spark at $4,999, 128GB Version Rises to $6,950 https://www.nashnova.com/feed/special/bitcoin-forms-golden-cross-three-of-six-historical-occurrences-triggered-multi-14152 nashnova en 2026-10-02T15:06:28.539Z Bitcoin Forms Golden Cross — Three of Six Historical Occurrences Triggered Multi-Year Rallies https://www.nashnova.com/feed/special/freeport-q3-copper-output-meets-target-copper-futures-drop-2-percent-on-the-week-14151 nashnova en 2026-10-02T14:36:41.964Z Freeport Q3 Copper Output Meets Target; Copper Futures Drop ~2% on the Week https://www.nashnova.com/feed/special/zuckerberg-sells-meta-shares-for-first-time-this-year-cashing-out-over-21-3-14150 nashnova en 2026-10-02T14:36:24.877Z Zuckerberg Sells Meta Shares for First Time This Year, Cashing Out Over $21.3 Million https://www.nashnova.com/feed/special/spacex-surges-over-5-percent-in-a-single-day-market-cap-returns-to-2-trillion-14149 nashnova en 2026-10-02T14:21:12.568Z SpaceX Surges Over 5% in a Single Day, Market Cap Returns to $2 Trillion https://www.nashnova.com/feed/special/brent-at-100-includes-20-25-risk-premium-yet-options-market-hasnt-followed-14148 nashnova en 2026-10-02T14:16:25.778Z Brent at $100 Includes $20-25 Risk Premium, Yet Options Market Hasn't Followed https://www.nashnova.com/feed/special/market-volatility-prompts-multiple-companies-to-postpone-ipo-plans-14147 nashnova en 2026-10-02T14:06:34.341Z Market Volatility Prompts Multiple Companies to Postpone IPO Plans https://www.nashnova.com/feed/special/trump-plans-to-appoint-clayton-as-head-of-ai-regulation-14146 nashnova en 2026-10-02T14:06:10.874Z Trump Plans to Appoint Clayton as Head of AI Regulation https://www.nashnova.com/zh/feed/special/morgan-stanley-chinas-global-export-share-expected-to-rise-to-16-5-percent-by-14190 nashnova zh-cn 2026-10-04T09:16:49.800Z 大摩:中国全球出口份额料升至2030年16.5% https://www.nashnova.com/zh/feed/special/white-house-super-ai-task-force-officially-launched-clayton-to-lead-120-day-ai-14189 nashnova zh-cn 2026-10-04T07:16:47.906Z 白宫超级智能工作组正式成立,克莱顿领衔120天内提交AI监管方案 https://www.nashnova.com/zh/feed/special/softbanks-digitalbridge-acquisition-sons-ai-expansion-seeks-off-balance-sheet-14188 nashnova zh-cn 2026-10-04T04:26:40.258Z 软银收购DigitalBridge:孙正义AI扩张寻求表外融资 https://www.nashnova.com/zh/feed/special/bessent-rising-treasury-yields-a-global-phenomenon-dismisses-ai-bubble-claims-14187 nashnova zh-cn 2026-10-04T03:06:43.190Z 贝森特:美债收益率上升属全球现象,驳斥AI泡沫论 https://www.nashnova.com/zh/feed/special/china-closes-over-670-banks-in-four-years-as-regulatory-consolidation-hits-14186 nashnova zh-cn 2026-10-04T02:06:41.375Z 中国四年关闭逾670家银行,监管整合创纪录 https://www.nashnova.com/zh/feed/special/citic-securities-mortgage-to-rent-parity-signal-emerges-bullish-on-developers-14185 nashnova zh-cn 2026-10-03T23:26:30.820Z 中信证券:供平过租信号显现,看好开发类及龙头经纪企业 https://www.nashnova.com/zh/feed/special/fed-and-ecb-meeting-minutes-due-for-release-as-rate-hike-expectations-cool-on-14184 nashnova zh-cn 2026-10-03T20:31:55.783Z 美联储与欧洲央行会议纪要将发布,加息预期双双降温 https://www.nashnova.com/zh/feed/special/openai-safety-staff-resign-claim-company-culture-is-broken-14183 nashnova zh-cn 2026-10-03T16:36:52.076Z OpenAI安全员工辞职:称公司文化已破碎 https://www.nashnova.com/zh/feed/special/bofa-ai-narrative-becomes-last-line-of-defense-for-u-s-bond-market-a-collapse-in-14182 nashnova zh-cn 2026-10-03T16:31:59.451Z 美银:AI叙事成美债市场最后防线,叙事破裂将放大所有宏观风险 https://www.nashnova.com/zh/feed/special/musk-confirms-talks-with-tsmc-on-texas-chip-fab-collaboration-14181 nashnova zh-cn 2026-10-03T16:27:20.385Z 马斯克确认与台积电洽谈德州芯片厂合作 https://www.nashnova.com/zh/feed/special/ubs-90-percent-of-foreign-capital-flowing-into-the-u-s-is-m-and-a-manufacturing-14180 nashnova zh-cn 2026-10-03T16:26:21.321Z 瑞银:外资涌入美国九成是并购,制造业回流数据存疑 https://www.nashnova.com/zh/feed/special/thick-smoke-reportedly-seen-at-saudi-aramcos-riyadh-refinery-as-saudi-arabia-14179 nashnova zh-cn 2026-10-03T16:13:50.324Z 沙特阿美利雅得炼厂疑现浓烟,沙特拟对胡塞武装发动大规模军事行动 https://www.nashnova.com/zh/feed/special/ubs-warning-european-natural-gas-storage-at-only-71-5-percent-winter-buffer-hits-14178 nashnova zh-cn 2026-10-03T16:12:39.903Z 瑞银预警:欧洲天然气库存仅71.5%,冬季缓冲创历史低位 https://www.nashnova.com/zh/feed/special/cheaper-ai-wont-cut-power-bills-mckinsey-forecasts-24-percent-annual-growth-in-14177 nashnova zh-cn 2026-10-03T16:11:33.872Z AI降价未必省电:麦肯锡预测数据中心用电年增24% https://www.nashnova.com/zh/feed/special/jpmorgan-breaks-down-investment-strategies-for-three-u-s-midterm-election-14176 nashnova zh-cn 2026-10-03T16:01:58.305Z 摩根大通拆解美国中期选举三情景投资策略 https://www.nashnova.com/zh/feed/special/goldman-sachs-real-time-model-points-to-china-q3-gdp-growth-of-4-1-percent-14175 nashnova zh-cn 2026-10-03T11:46:34.203Z 高盛实时模型指向中国Q3 GDP增速4.1% https://www.nashnova.com/zh/feed/special/cta-positioning-plunges-over-3-standard-deviations-as-1-3-trillion-buyback-14174 nashnova zh-cn 2026-10-03T09:06:49.955Z CTA仓位骤降逾3个标准差,1.3万亿美元回购窗口10月重开 https://www.nashnova.com/zh/feed/special/hkex-prepares-rmb-denominated-gold-futures-with-supporting-clearing-system-set-14173 nashnova zh-cn 2026-10-03T08:16:37.873Z 港交所筹备人民币计价黄金期货,配套清算系统2027年启用 https://www.nashnova.com/zh/feed/special/morgan-stanley-september-ai-bond-issuance-drop-is-a-pause-q4-rebound-expected-14172 nashnova zh-cn 2026-10-03T08:11:53.244Z 大摩:9月AI债发行骤降属暂停,四季度将回升 https://www.nashnova.com/zh/feed/special/ecb-president-candidates-to-meet-separately-with-german-chancellor-merz-14171 nashnova zh-cn 2026-10-03T07:22:59.746Z 欧洲央行行长候选人将分别会见德国总理默茨 https://www.nashnova.com/zh/feed/special/surging-bond-yields-weigh-on-european-equities-as-stoxx-600-posts-fourth-14170 nashnova zh-cn 2026-10-03T07:21:52.188Z 债券收益率飙升压制欧洲股市,斯托克600指数连续四周下跌 https://www.nashnova.com/zh/feed/special/jpmorgan-tesla-eps-inflection-point-pushed-to-2028-neutral-rating-maintained-14169 nashnova zh-cn 2026-10-03T05:56:54.311Z 摩根大通:特斯拉EPS拐点推至2028年,维持中性评级 https://www.nashnova.com/zh/feed/special/bernstein-japan-semiconductor-equipment-sales-up-50-percent-yoy-as-ai-computing-14168 nashnova zh-cn 2026-10-03T03:32:00.402Z 伯恩斯坦:日本半导体设备销售同比增50%,AI算力投资向上游扩散 https://www.nashnova.com/zh/feed/special/nvidia-hits-intraday-all-time-high-market-cap-briefly-approaches-5-7-trillion-14167 nashnova zh-cn 2026-10-02T22:11:31.726Z 英伟达盘中创历史新高,市值一度逼近5.7万亿美元 https://www.nashnova.com/zh/feed/special/apple-tightens-mac-disk-access-permissions-to-mitigate-ai-agent-risks-14166 nashnova zh-cn 2026-10-02T21:21:24.087Z 苹果收紧Mac磁盘访问权限以防范AI Agent风险 https://www.nashnova.com/zh/feed/special/hedge-funds-rebuild-yen-short-positions-as-yield-spread-pressure-persists-14165 nashnova zh-cn 2026-10-02T20:36:35.211Z 对冲基金重建日元空头,利差压力持续 https://www.nashnova.com/zh/feed/special/ubs-10-year-treasury-yield-needs-to-rise-another-65bps-to-trigger-capital-loss-14164 nashnova zh-cn 2026-10-02T20:31:38.090Z 瑞银:10年期美债收益率需再升65基点才触发资本损失警戒 https://www.nashnova.com/zh/feed/special/u-s-doj-will-not-reopen-criminal-investigation-into-powell-14163 nashnova zh-cn 2026-10-02T19:41:02.336Z 美国司法部不重启对鲍威尔刑事调查 https://www.nashnova.com/zh/feed/special/u-s-plans-to-offer-vistra-4-billion-loan-to-upgrade-nuclear-power-plants-14162 nashnova zh-cn 2026-10-02T19:36:14.578Z 美国拟向Vistra提供约40亿美元贷款升级核电站 https://www.nashnova.com/zh/feed/special/energy-sectors-negative-correlation-with-s-and-p-500-hits-53-year-historical-14161 nashnova zh-cn 2026-10-02T18:16:15.547Z 能源板块与标普500负相关性创53年历史极值 https://www.nashnova.com/zh/feed/special/saudi-arabia-plans-to-mobilize-over-100-000-yemeni-soldiers-to-attack-houthis-14160 nashnova zh-cn 2026-10-02T18:11:26.445Z 沙特拟动员逾10万也门士兵攻打胡塞武装,剑指红海咽喉 https://www.nashnova.com/zh/feed/special/sec-proposes-regulatory-framework-for-investment-advisers-crypto-asset-custody-14159 nashnova zh-cn 2026-10-02T18:01:24.393Z 美国证监会拟为投顾托管加密资产建立监管框架 https://www.nashnova.com/zh/feed/special/soybean-futures-drop-to-nearly-one-month-low-as-soybeans-excluded-from-u-s-china-14158 nashnova zh-cn 2026-10-02T17:06:28.035Z 大豆期货跌至近一月低点,中美关税谈判未纳入大豆 https://www.nashnova.com/zh/feed/special/ubs-ai-infrastructure-demand-continues-to-heat-up-coreweave-gpu-pricing-has-14157 nashnova zh-cn 2026-10-02T16:51:16.334Z 瑞银:AI基础设施需求持续升温,CoreWeave GPU定价累计涨约38% https://www.nashnova.com/zh/feed/special/qiagen-acquisition-talks-reportedly-advancing-stock-surges-7-3-percent-in-single-14156 nashnova zh-cn 2026-10-02T16:16:11.768Z 传Qiagen并购谈判推进,股价单日涨7.3% https://www.nashnova.com/zh/feed/special/ai-infrastructure-demand-surges-as-hpe-stock-hits-all-time-high-14155 nashnova zh-cn 2026-10-02T15:56:27.244Z AI基础设施需求爆发,慧与科技股价创历史新高 https://www.nashnova.com/zh/feed/special/crypto-regulation-advocate-peirce-departs-from-sec-14154 nashnova zh-cn 2026-10-02T15:46:09.953Z 加密监管推手皮尔斯离任美国证监会 https://www.nashnova.com/zh/feed/special/nvidia-launches-64gb-dgx-spark-at-4-999-128gb-version-rises-to-6-950-14153 nashnova zh-cn 2026-10-02T15:41:53.832Z 英伟达推64GB版DGX Spark,售价4999美元,128GB版涨至6950美元 https://www.nashnova.com/zh/feed/special/bitcoin-forms-golden-cross-three-of-six-historical-occurrences-triggered-multi-14152 nashnova zh-cn 2026-10-02T15:06:28.539Z 比特币出现黄金交叉,历史上六次中三次引发多年级别涨势 https://www.nashnova.com/zh/feed/special/freeport-q3-copper-output-meets-target-copper-futures-drop-2-percent-on-the-week-14151 nashnova zh-cn 2026-10-02T14:36:41.964Z 自由港Q3铜产量达标,铜期货周线跌约2% https://www.nashnova.com/zh/feed/special/zuckerberg-sells-meta-shares-for-first-time-this-year-cashing-out-over-21-3-14150 nashnova zh-cn 2026-10-02T14:36:24.877Z 扎克伯格年内首次减持Meta股票,套现逾2130万美元 https://www.nashnova.com/zh/feed/special/spacex-surges-over-5-percent-in-a-single-day-market-cap-returns-to-2-trillion-14149 nashnova zh-cn 2026-10-02T14:21:12.568Z SpaceX单日涨超5%,市值重返2万亿美元 https://www.nashnova.com/zh/feed/special/brent-at-100-includes-20-25-risk-premium-yet-options-market-hasnt-followed-14148 nashnova zh-cn 2026-10-02T14:16:25.778Z 布油百美元含$20-25风险溢价,期权市场却未跟涨 https://www.nashnova.com/zh/feed/special/market-volatility-prompts-multiple-companies-to-postpone-ipo-plans-14147 nashnova zh-cn 2026-10-02T14:06:34.341Z 市场波动致多家公司推迟IPO计划 https://www.nashnova.com/zh/feed/special/trump-plans-to-appoint-clayton-as-head-of-ai-regulation-14146 nashnova zh-cn 2026-10-02T14:06:10.874Z 特朗普拟任命克莱顿出任AI监管负责人 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-chinas-global-export-share-expected-to-rise-to-16-5-percent-by-14190 nashnova zh-tw 2026-10-04T09:16:49.800Z 大摩:中國全球出口份額料升至2030年16.5% https://www.nashnova.com/zh-hant/feed/special/white-house-super-ai-task-force-officially-launched-clayton-to-lead-120-day-ai-14189 nashnova zh-tw 2026-10-04T07:16:47.906Z 白宮超級智能工作組正式成立,克萊頓領銜120天內提交AI監管方案 https://www.nashnova.com/zh-hant/feed/special/softbanks-digitalbridge-acquisition-sons-ai-expansion-seeks-off-balance-sheet-14188 nashnova zh-tw 2026-10-04T04:26:40.258Z 軟銀收購DigitalBridge:孫正義AI擴張尋求表外融資 https://www.nashnova.com/zh-hant/feed/special/bessent-rising-treasury-yields-a-global-phenomenon-dismisses-ai-bubble-claims-14187 nashnova zh-tw 2026-10-04T03:06:43.190Z 貝森特:美債收益率上升屬全球現象,駁斥AI泡沫論 https://www.nashnova.com/zh-hant/feed/special/china-closes-over-670-banks-in-four-years-as-regulatory-consolidation-hits-14186 nashnova zh-tw 2026-10-04T02:06:41.375Z 中國四年關閉逾670家銀行,監管整合創紀錄 https://www.nashnova.com/zh-hant/feed/special/citic-securities-mortgage-to-rent-parity-signal-emerges-bullish-on-developers-14185 nashnova zh-tw 2026-10-03T23:26:30.820Z 中信證券:供平過租信號顯現,看好開發類及龍頭經紀企業 https://www.nashnova.com/zh-hant/feed/special/fed-and-ecb-meeting-minutes-due-for-release-as-rate-hike-expectations-cool-on-14184 nashnova zh-tw 2026-10-03T20:31:55.783Z 美聯儲與歐洲央行會議紀要將發布,加息預期雙雙降溫 https://www.nashnova.com/zh-hant/feed/special/openai-safety-staff-resign-claim-company-culture-is-broken-14183 nashnova zh-tw 2026-10-03T16:36:52.076Z OpenAI安全員工辭職:稱公司文化已破碎 https://www.nashnova.com/zh-hant/feed/special/bofa-ai-narrative-becomes-last-line-of-defense-for-u-s-bond-market-a-collapse-in-14182 nashnova zh-tw 2026-10-03T16:31:59.451Z 美銀:AI敘事成美債市場最後防線,敘事破裂將放大所有宏觀風險 https://www.nashnova.com/zh-hant/feed/special/musk-confirms-talks-with-tsmc-on-texas-chip-fab-collaboration-14181 nashnova zh-tw 2026-10-03T16:27:20.385Z 馬斯克確認與台積電洽談德州晶片廠合作 https://www.nashnova.com/zh-hant/feed/special/ubs-90-percent-of-foreign-capital-flowing-into-the-u-s-is-m-and-a-manufacturing-14180 nashnova zh-tw 2026-10-03T16:26:21.321Z 瑞銀:外資湧入美國九成是併購,製造業回流數據存疑 https://www.nashnova.com/zh-hant/feed/special/thick-smoke-reportedly-seen-at-saudi-aramcos-riyadh-refinery-as-saudi-arabia-14179 nashnova zh-tw 2026-10-03T16:13:50.324Z 沙特阿美利雅得煉廠疑現濃煙,沙特擬對胡塞武裝發動大規模軍事行動 https://www.nashnova.com/zh-hant/feed/special/ubs-warning-european-natural-gas-storage-at-only-71-5-percent-winter-buffer-hits-14178 nashnova zh-tw 2026-10-03T16:12:39.903Z 瑞銀預警:歐洲天然氣庫存僅71.5%,冬季緩衝創歷史低位 https://www.nashnova.com/zh-hant/feed/special/cheaper-ai-wont-cut-power-bills-mckinsey-forecasts-24-percent-annual-growth-in-14177 nashnova zh-tw 2026-10-03T16:11:33.872Z AI降價未必省電:麥肯錫預測數據中心用電年增24% https://www.nashnova.com/zh-hant/feed/special/jpmorgan-breaks-down-investment-strategies-for-three-u-s-midterm-election-14176 nashnova zh-tw 2026-10-03T16:01:58.305Z 摩根大通拆解美國中期選舉三情景投資策略 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-real-time-model-points-to-china-q3-gdp-growth-of-4-1-percent-14175 nashnova zh-tw 2026-10-03T11:46:34.203Z 高盛即時模型指向中國Q3 GDP增速4.1% https://www.nashnova.com/zh-hant/feed/special/cta-positioning-plunges-over-3-standard-deviations-as-1-3-trillion-buyback-14174 nashnova zh-tw 2026-10-03T09:06:49.955Z CTA倉位驟降逾3個標準差,1.3兆美元回購窗口10月重開 https://www.nashnova.com/zh-hant/feed/special/hkex-prepares-rmb-denominated-gold-futures-with-supporting-clearing-system-set-14173 nashnova zh-tw 2026-10-03T08:16:37.873Z 港交所籌備人民幣計價黃金期貨,配套清算系統2027年啟用 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-september-ai-bond-issuance-drop-is-a-pause-q4-rebound-expected-14172 nashnova zh-tw 2026-10-03T08:11:53.244Z 大摩:9月AI債發行驟降屬暫停,四季度將回升 https://www.nashnova.com/zh-hant/feed/special/ecb-president-candidates-to-meet-separately-with-german-chancellor-merz-14171 nashnova zh-tw 2026-10-03T07:22:59.746Z 歐洲央行行長候選人將分別會見德國總理默茨 https://www.nashnova.com/zh-hant/feed/special/surging-bond-yields-weigh-on-european-equities-as-stoxx-600-posts-fourth-14170 nashnova zh-tw 2026-10-03T07:21:52.188Z 債券收益率飆升壓制歐洲股市,斯托克600指數連續四週下跌 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-tesla-eps-inflection-point-pushed-to-2028-neutral-rating-maintained-14169 nashnova zh-tw 2026-10-03T05:56:54.311Z 摩根大通:特斯拉EPS拐點推至2028年,維持中性評級 https://www.nashnova.com/zh-hant/feed/special/bernstein-japan-semiconductor-equipment-sales-up-50-percent-yoy-as-ai-computing-14168 nashnova zh-tw 2026-10-03T03:32:00.402Z 伯恩斯坦:日本半導體設備銷售同比增50%,AI算力投資向上游擴散 https://www.nashnova.com/zh-hant/feed/special/nvidia-hits-intraday-all-time-high-market-cap-briefly-approaches-5-7-trillion-14167 nashnova zh-tw 2026-10-02T22:11:31.726Z 輝達盤中創歷史新高,市值一度逼近5.7萬億美元 https://www.nashnova.com/zh-hant/feed/special/apple-tightens-mac-disk-access-permissions-to-mitigate-ai-agent-risks-14166 nashnova zh-tw 2026-10-02T21:21:24.087Z 蘋果收緊Mac磁碟存取權限以防範AI Agent風險 https://www.nashnova.com/zh-hant/feed/special/hedge-funds-rebuild-yen-short-positions-as-yield-spread-pressure-persists-14165 nashnova zh-tw 2026-10-02T20:36:35.211Z 對沖基金重建日圓空頭,利差壓力持續 https://www.nashnova.com/zh-hant/feed/special/ubs-10-year-treasury-yield-needs-to-rise-another-65bps-to-trigger-capital-loss-14164 nashnova zh-tw 2026-10-02T20:31:38.090Z 瑞銀:10年期美債殖利率需再升65基點才觸發資本損失警戒 https://www.nashnova.com/zh-hant/feed/special/u-s-doj-will-not-reopen-criminal-investigation-into-powell-14163 nashnova zh-tw 2026-10-02T19:41:02.336Z 美國司法部不重啟對鮑威爾刑事調查 https://www.nashnova.com/zh-hant/feed/special/u-s-plans-to-offer-vistra-4-billion-loan-to-upgrade-nuclear-power-plants-14162 nashnova zh-tw 2026-10-02T19:36:14.578Z 美國擬向Vistra提供約40億美元貸款升級核電站 https://www.nashnova.com/zh-hant/feed/special/energy-sectors-negative-correlation-with-s-and-p-500-hits-53-year-historical-14161 nashnova zh-tw 2026-10-02T18:16:15.547Z 能源板塊與標普500負相關性創53年歷史極值 https://www.nashnova.com/zh-hant/feed/special/saudi-arabia-plans-to-mobilize-over-100-000-yemeni-soldiers-to-attack-houthis-14160 nashnova zh-tw 2026-10-02T18:11:26.445Z 沙特擬動員逾10萬也門士兵攻打胡塞武裝,劍指紅海咽喉 https://www.nashnova.com/zh-hant/feed/special/sec-proposes-regulatory-framework-for-investment-advisers-crypto-asset-custody-14159 nashnova zh-tw 2026-10-02T18:01:24.393Z 美國證監會擬為投顧託管加密資產建立監管框架 https://www.nashnova.com/zh-hant/feed/special/soybean-futures-drop-to-nearly-one-month-low-as-soybeans-excluded-from-u-s-china-14158 nashnova zh-tw 2026-10-02T17:06:28.035Z 大豆期貨跌至近一個月低點,中美關稅談判未納入大豆 https://www.nashnova.com/zh-hant/feed/special/ubs-ai-infrastructure-demand-continues-to-heat-up-coreweave-gpu-pricing-has-14157 nashnova zh-tw 2026-10-02T16:51:16.334Z 瑞銀:AI基礎設施需求持續升溫,CoreWeave GPU定價累計漲約38% https://www.nashnova.com/zh-hant/feed/special/qiagen-acquisition-talks-reportedly-advancing-stock-surges-7-3-percent-in-single-14156 nashnova zh-tw 2026-10-02T16:16:11.768Z 傳Qiagen併購談判推進,股價單日漲7.3% https://www.nashnova.com/zh-hant/feed/special/ai-infrastructure-demand-surges-as-hpe-stock-hits-all-time-high-14155 nashnova zh-tw 2026-10-02T15:56:27.244Z AI基礎設施需求爆發,慧與科技股價創歷史新高 https://www.nashnova.com/zh-hant/feed/special/crypto-regulation-advocate-peirce-departs-from-sec-14154 nashnova zh-tw 2026-10-02T15:46:09.953Z 加密監管推手皮爾斯離任美國證監會 https://www.nashnova.com/zh-hant/feed/special/nvidia-launches-64gb-dgx-spark-at-4-999-128gb-version-rises-to-6-950-14153 nashnova zh-tw 2026-10-02T15:41:53.832Z 輝達推64GB版DGX Spark,售價4999美元,128GB版漲至6950美元 https://www.nashnova.com/zh-hant/feed/special/bitcoin-forms-golden-cross-three-of-six-historical-occurrences-triggered-multi-14152 nashnova zh-tw 2026-10-02T15:06:28.539Z 比特幣出現黃金交叉,歷史上六次中三次引發多年級別漲勢 https://www.nashnova.com/zh-hant/feed/special/freeport-q3-copper-output-meets-target-copper-futures-drop-2-percent-on-the-week-14151 nashnova zh-tw 2026-10-02T14:36:41.964Z 自由港Q3銅產量達標,銅期貨週線跌約2% https://www.nashnova.com/zh-hant/feed/special/zuckerberg-sells-meta-shares-for-first-time-this-year-cashing-out-over-21-3-14150 nashnova zh-tw 2026-10-02T14:36:24.877Z 扎克伯格年內首次減持Meta股票,套現逾2130萬美元 https://www.nashnova.com/zh-hant/feed/special/spacex-surges-over-5-percent-in-a-single-day-market-cap-returns-to-2-trillion-14149 nashnova zh-tw 2026-10-02T14:21:12.568Z SpaceX單日漲超5%,市值重返2萬億美元 https://www.nashnova.com/zh-hant/feed/special/brent-at-100-includes-20-25-risk-premium-yet-options-market-hasnt-followed-14148 nashnova zh-tw 2026-10-02T14:16:25.778Z 布油百美元含$20-25風險溢價,期權市場卻未跟漲 https://www.nashnova.com/zh-hant/feed/special/market-volatility-prompts-multiple-companies-to-postpone-ipo-plans-14147 nashnova zh-tw 2026-10-02T14:06:34.341Z 市場波動致多家公司推遲IPO計劃 https://www.nashnova.com/zh-hant/feed/special/trump-plans-to-appoint-clayton-as-head-of-ai-regulation-14146 nashnova zh-tw 2026-10-02T14:06:10.874Z 特朗普擬任命克萊頓出任AI監管負責人