https://www.nashnova.com/feed/special/imf-chief-ai-energy-and-debt-pose-triple-global-risk-14374 nashnova en 2026-10-07T06:26:25.990Z IMF Chief: AI, Energy, and Debt Pose Triple Global Risk https://www.nashnova.com/feed/special/germanys-august-industrial-output-posts-largest-gain-in-17-months-14373 nashnova en 2026-10-07T06:25:00.879Z Germany's August Industrial Output Posts Largest Gain in 17 Months https://www.nashnova.com/feed/special/bernstein-1gw-ai-compute-capex-at-35-40-billion-detailed-cost-breakdown-by-14372 nashnova en 2026-10-07T05:40:41.845Z Bernstein: 1GW AI Compute Capex at $35-40 Billion, Detailed Cost Breakdown by Architecture https://www.nashnova.com/feed/special/hsbc-uk-wealth-division-major-layoffs-70-percent-advisor-cuts-management-halved-14371 nashnova en 2026-10-07T05:20:05.384Z HSBC UK Wealth Division Major Layoffs: 70% Advisor Cuts, Management Halved https://www.nashnova.com/feed/special/claude-proves-70-year-probability-theory-conjecture-ai-cracks-fields-medal-level-14370 nashnova en 2026-10-07T05:06:53.068Z Claude Proves 70-Year Probability Theory Conjecture, AI Cracks Fields Medal-Level Problem for the First Time https://www.nashnova.com/feed/special/largest-reform-in-topix-history-around-680-stocks-may-be-removed-14369 nashnova en 2026-10-07T04:50:27.818Z Largest Reform in TOPIX History: Around 680 Stocks May Be Removed https://www.nashnova.com/feed/special/temasek-cio-ai-trade-reversal-and-inflation-are-the-two-major-market-risks-by-14368 nashnova en 2026-10-07T04:47:24.285Z Temasek CIO: AI Trade Reversal and Inflation Are the Two Major Market Risks by 2027 https://www.nashnova.com/feed/special/reserve-bank-of-india-raises-rates-by-25-basis-points-to-5-50-percent-first-hike-14367 nashnova en 2026-10-07T04:46:01.933Z Reserve Bank of India Raises Rates by 25 Basis Points to 5.50% — First Hike in Three Years https://www.nashnova.com/feed/special/dalio-ai-is-a-classic-bubble-approaching-the-bursting-point-14366 nashnova en 2026-10-07T04:45:04.430Z Dalio: AI Is a Classic Bubble, Approaching the Bursting Point https://www.nashnova.com/feed/special/bitcoin-falls-below-84-000-as-oil-prices-rise-on-iran-tanker-attack-14365 nashnova en 2026-10-07T04:09:55.363Z Bitcoin Falls Below $84,000 as Oil Prices Rise on Iran Tanker Attack https://www.nashnova.com/feed/special/amd-ceo-lisa-su-visits-south-korea-to-meet-samsung-chip-chief-as-memory-shortage-14364 nashnova en 2026-10-07T03:49:59.104Z AMD CEO Lisa Su Visits South Korea to Meet Samsung Chip Chief as Memory Shortage Continues to Pressure AI Expansion https://www.nashnova.com/feed/special/oil-prices-rise-over-1-percent-as-saudi-houthi-conflict-escalates-and-storm-14363 nashnova en 2026-10-07T03:48:39.070Z Oil Prices Rise Over 1% as Saudi-Houthi Conflict Escalates and Storm Disruptions Mount; Asian Stocks Weaken https://www.nashnova.com/feed/special/japans-manufacturing-sentiment-hits-near-five-year-high-as-services-confidence-14362 nashnova en 2026-10-07T03:47:14.051Z Japan's Manufacturing Sentiment Hits Near Five-Year High as Services Confidence Plunges https://www.nashnova.com/feed/special/boj-board-member-sato-supports-gradual-rate-hikes-says-inflation-risks-tilted-to-14361 nashnova en 2026-10-07T03:46:01.673Z BOJ Board Member Sato Supports Gradual Rate Hikes, Says Inflation Risks Tilted to the Upside https://www.nashnova.com/feed/special/hubspot-cuts-7-percent-of-workforce-denies-link-to-ai-replacement-14360 nashnova en 2026-10-07T03:44:54.876Z HubSpot Cuts 7% of Workforce, Denies Link to AI Replacement https://www.nashnova.com/feed/special/japans-rapidus-bets-15-billion-chip-fab-on-customer-acquisition-battle-14359 nashnova en 2026-10-07T03:35:46.558Z Japan's Rapidus Bets $15 Billion Chip Fab on Customer Acquisition Battle https://www.nashnova.com/feed/special/kioxias-nand-share-lags-behind-enterprise-ssd-revenue-accounts-for-only-43-14358 nashnova en 2026-10-07T03:25:46.057Z Kioxia's NAND Share Lags Behind, Enterprise SSD Revenue Accounts for Only 43% https://www.nashnova.com/feed/special/korean-retail-investors-lose-over-2-3-billion-on-leveraged-etfs-14357 nashnova en 2026-10-07T03:20:05.929Z Korean Retail Investors Lose Over $2.3 Billion on Leveraged ETFs https://www.nashnova.com/feed/special/ai-server-cpu-to-accelerator-ratio-set-to-rise-significantly-nearly-doubling-per-14356 nashnova en 2026-10-07T03:05:25.828Z AI Server CPU-to-Accelerator Ratio Set to Rise Significantly, Nearly Doubling per Accelerator Chip by 2027 https://www.nashnova.com/feed/special/fico-cuts-15-percent-of-workforce-in-ai-restructuring-as-stock-drops-58-percent-14355 nashnova en 2026-10-07T03:01:05.928Z FICO Cuts 15% of Workforce in AI Restructuring as Stock Drops 58% YTD https://www.nashnova.com/feed/special/gf-hong-kong-feds-current-cycle-is-a-brief-preemptive-rate-hike-global-risk-14354 nashnova en 2026-10-07T03:00:05.618Z GF Hong Kong: Fed's Current Cycle Is a Brief Preemptive Rate Hike; Global Risk Asset Opportunities May Emerge by Late Q4 https://www.nashnova.com/feed/special/chinas-central-bank-increases-gold-holdings-for-23rd-consecutive-month-14353 nashnova en 2026-10-07T02:19:33.747Z China's Central Bank Increases Gold Holdings for 23rd Consecutive Month https://www.nashnova.com/feed/special/oracles-1-3gw-wisconsin-data-center-stalled-by-grid-approval-full-power-supply-14352 nashnova en 2026-10-07T01:50:27.620Z Oracle's 1.3GW Wisconsin Data Center Stalled by Grid Approval, Full Power Supply Potentially Delayed to 2029 https://www.nashnova.com/feed/special/hong-kong-stocks-open-lower-hang-seng-index-falls-0-45-percent-biopharma-stocks-14351 nashnova en 2026-10-07T01:29:26.297Z Hong Kong Stocks Open Lower: Hang Seng Index Falls 0.45%, Biopharma Stocks Lead Decline https://www.nashnova.com/feed/special/openai-publishes-722-mathematical-manuscripts-including-a-proposed-proof-of-the-14350 nashnova en 2026-10-07T01:25:20.876Z OpenAI Publishes 722 Mathematical Manuscripts, Including a Proposed Proof of the Riemann Hypothesis https://www.nashnova.com/feed/special/samsung-electronics-expected-to-post-record-quarterly-profit-investors-focus-14349 nashnova en 2026-10-07T00:00:24.531Z Samsung Electronics Expected to Post Record Quarterly Profit; Investors Focus More on 2027 Earnings Sustainability https://www.nashnova.com/feed/special/japans-real-wages-rise-for-8-consecutive-months-marking-longest-streak-in-nearly-14348 nashnova en 2026-10-06T23:55:14.656Z Japan's Real Wages Rise for 8 Consecutive Months, Marking Longest Streak in Nearly a Decade https://www.nashnova.com/feed/special/spacex-plans-40-billion-financing-to-purchase-nvidia-chips-14347 nashnova en 2026-10-06T23:10:06.135Z SpaceX Plans $40 Billion Financing to Purchase Nvidia Chips https://www.nashnova.com/feed/special/apollo-seeks-to-expand-government-lending-role-targeting-europes-debt-gap-14346 nashnova en 2026-10-06T22:45:25.979Z Apollo Seeks to Expand Government Lending Role, Targeting Europe's Debt Gap https://www.nashnova.com/feed/special/bnp-paribas-warns-abolishing-20-year-treasuries-could-push-yields-higher-14345 nashnova en 2026-10-06T21:09:58.778Z BNP Paribas Warns: Abolishing 20-Year Treasuries Could Push Yields Higher https://www.nashnova.com/feed/special/constellation-energy-signs-nuclear-power-deal-with-google-stock-surges-12-14344 nashnova en 2026-10-06T20:45:05.129Z Constellation Energy Signs Nuclear Power Deal with Google, Stock Surges 12% in a Single Day https://www.nashnova.com/feed/special/bofa-nasdaq-100-tops-bubble-risk-rankings-recommends-replacing-stock-holdings-14343 nashnova en 2026-10-06T18:50:13.896Z BofA: Nasdaq 100 Tops Bubble Risk Rankings, Recommends Replacing Stock Holdings with Options https://www.nashnova.com/feed/special/jpmorgan-u-s-deeply-distressed-loans-rise-to-highest-since-the-pandemic-14342 nashnova en 2026-10-06T18:35:15.740Z JPMorgan: U.S. Deeply Distressed Loans Rise to Highest Since the Pandemic https://www.nashnova.com/feed/special/ny-fed-tariff-driven-consumer-price-increases-may-persist-with-peak-inflation-14341 nashnova en 2026-10-06T18:05:09.664Z NY Fed: Tariff-Driven Consumer Price Increases May Persist, With Peak Inflation Contribution Near 3% https://www.nashnova.com/feed/special/tokyo-electron-cfo-ai-driven-fy2026-operating-profit-expected-to-hit-record-14340 nashnova en 2026-10-06T17:39:48.758Z Tokyo Electron CFO: AI-Driven FY2026 Operating Profit Expected to Hit Record-Breaking ¥1 Trillion https://www.nashnova.com/feed/special/fed-plans-to-restructure-bank-supervisory-framework-and-dynamically-adjust-asset-14339 nashnova en 2026-10-06T17:10:37.023Z Fed Plans to Restructure Bank Supervisory Framework and Dynamically Adjust Asset Thresholds https://www.nashnova.com/feed/special/marvell-technology-surges-over-10-percent-after-investor-day-guidance-14338 nashnova en 2026-10-06T16:10:00.351Z Marvell Technology Surges Over 10% After Investor Day Guidance Significantly Raised https://www.nashnova.com/feed/special/san-francisco-fed-president-ai-tariffs-and-energy-could-keep-inflation-elevated-14337 nashnova en 2026-10-06T16:05:42.213Z San Francisco Fed President: AI, Tariffs, and Energy Could Keep Inflation Elevated Longer Than Expected https://www.nashnova.com/feed/special/wells-fargo-raises-meta-price-target-to-1-000-bullish-on-muse-driven-ai-growth-14336 nashnova en 2026-10-06T15:40:06.343Z Wells Fargo Raises Meta Price Target to $1,000, Bullish on Muse-Driven AI Growth https://www.nashnova.com/feed/special/ubs-ceo-frances-debt-crisis-demands-tough-measures-as-franco-german-spread-14335 nashnova en 2026-10-06T15:21:11.097Z UBS CEO: France's Debt Crisis Demands Tough Measures as Franco-German Spread Breaks 140 Basis Points https://www.nashnova.com/feed/special/jpmorgans-dimon-anthropics-mythos-could-amplify-cyber-threats-by-roughly-10x-14334 nashnova en 2026-10-06T15:20:04.565Z JPMorgan's Dimon: Anthropic's Mythos Could Amplify Cyber Threats by Roughly 10x https://www.nashnova.com/feed/special/venture-global-in-lng-long-term-contract-negotiations-with-petrochina-and-at-14333 nashnova en 2026-10-06T15:10:16.406Z Venture Global in LNG Long-Term Contract Negotiations with PetroChina and at Least Three Other Chinese Buyers https://www.nashnova.com/feed/special/u-s-ccc-rated-bond-spreads-hit-4-year-high-as-credit-stress-spreads-14332 nashnova en 2026-10-06T15:00:17.717Z U.S. CCC-Rated Bond Spreads Hit 4-Year High as Credit Stress Spreads https://www.nashnova.com/feed/special/bofa-warns-of-asmls-entry-into-hybrid-bonding-downgrades-besi-and-halves-target-14331 nashnova en 2026-10-06T14:15:13.626Z BofA Warns of ASML's Entry into Hybrid Bonding, Downgrades Besi and Halves Target Price https://www.nashnova.com/feed/special/skydance-officially-launches-with-70b-annual-revenue-listed-on-nyse-under-ticker-14330 nashnova en 2026-10-06T14:05:41.894Z Skydance Officially Launches with ~$70B Annual Revenue, Listed on NYSE Under Ticker SKYD https://www.nashnova.com/feed/special/micron-pays-netlist-600-million-in-five-year-patent-license-deal-to-settle-14329 nashnova en 2026-10-06T13:45:03.124Z Micron Pays Netlist $600 Million in Five-Year Patent License Deal to Settle Litigation https://www.nashnova.com/feed/special/jpmorgan-ai-cooling-per-rack-value-approaching-100-000-14328 nashnova en 2026-10-06T13:18:13.563Z JPMorgan: AI Cooling Per-Rack Value Approaching $100,000 https://www.nashnova.com/feed/special/altman-ai-extinction-risk-is-non-zero-open-source-models-will-trigger-a-14327 nashnova en 2026-10-06T13:17:36.455Z Altman: AI Extinction Risk Is Non-Zero; Open-Source Models Will Trigger a Cybersecurity Tsunami https://www.nashnova.com/feed/special/money-fund-inflows-plunge-as-short-end-treasury-yield-spreads-widen-14326 nashnova en 2026-10-06T13:06:47.907Z Money Fund Inflows Plunge as Short-End Treasury Yield Spreads Widen https://www.nashnova.com/feed/special/u-s-august-trade-deficit-widens-to-105-6-billion-far-exceeding-expectations-14325 nashnova en 2026-10-06T12:41:25.582Z U.S. August Trade Deficit Widens to $105.6 Billion, Far Exceeding Expectations https://www.nashnova.com/feed/special/google-uk-faces-class-action-lawsuit-play-store-accused-of-monopolistic-14324 nashnova en 2026-10-06T12:27:51.939Z Google UK Faces Class Action Lawsuit: Play Store Accused of Monopolistic Practices, £1.2 Billion in Damages Sought https://www.nashnova.com/feed/special/chinas-commerce-ministry-criticizes-france-and-germany-for-pushing-eu-to-14323 nashnova en 2026-10-06T12:26:42.412Z China's Commerce Ministry Criticizes France and Germany for Pushing EU to Strengthen Trade Protectionist Tools https://www.nashnova.com/feed/special/all-three-u-s-stock-futures-rise-brent-crude-falls-below-100-treasury-yields-14322 nashnova en 2026-10-06T12:22:30.959Z All Three U.S. Stock Futures Rise, Brent Crude Falls Below $100, Treasury Yields Retreat https://www.nashnova.com/feed/special/citi-raises-amd-price-target-to-800-forecasts-cpu-market-to-reach-300-billion-by-14321 nashnova en 2026-10-06T12:02:03.721Z Citi Raises AMD Price Target to $800, Forecasts CPU Market to Reach $300 Billion by 2030 https://www.nashnova.com/feed/special/seagate-reportedly-bidding-for-tdks-hdd-head-business-competing-against-toshiba-14320 nashnova en 2026-10-06T11:51:31.578Z Seagate Reportedly Bidding for TDK's HDD Head Business, Competing Against Toshiba https://www.nashnova.com/feed/special/can-apples-foldable-iphone-duo-revive-a-sluggish-iphone-cycle-14319 nashnova en 2026-10-06T11:47:07.147Z Can Apple's Foldable iPhone Duo Revive a Sluggish iPhone Cycle? https://www.nashnova.com/feed/special/middle-east-export-recovery-pressures-oil-prices-as-strait-of-hormuz-attacks-14318 nashnova en 2026-10-06T11:27:01.776Z Middle East Export Recovery Pressures Oil Prices as Strait of Hormuz Attacks Continue to Disrupt https://www.nashnova.com/feed/special/samsung-electro-mechanics-plans-5-billion-substrate-expansion-with-customer-co-14317 nashnova en 2026-10-06T11:22:16.298Z Samsung Electro-Mechanics Plans $5 Billion Substrate Expansion with Customer Co-Investment to Lock in Long-Term Orders https://www.nashnova.com/feed/special/u-s-treasury-yields-retreat-from-2002-highs-as-bessent-pledges-to-rein-in-debt-14316 nashnova en 2026-10-06T11:09:58.944Z U.S. Treasury Yields Retreat from 2002 Highs as Bessent Pledges to Rein in Debt Trajectory https://www.nashnova.com/feed/special/burry-warns-stock-market-is-in-a-2000-2008-style-denial-phase-14315 nashnova en 2026-10-06T11:08:47.136Z Burry Warns Stock Market Is in a 2000/2008-Style "Denial" Phase https://www.nashnova.com/feed/special/indias-sebi-accuses-jane-street-of-stalling-investigation-by-demanding-excessive-14314 nashnova en 2026-10-06T11:07:22.866Z India's SEBI Accuses Jane Street of Stalling Investigation by Demanding Excessive Documents https://www.nashnova.com/feed/special/s-and-p-500-correlation-with-top-stocks-drops-to-15-year-low-14313 nashnova en 2026-10-06T11:02:03.114Z S&P 500 Correlation with Top Stocks Drops to 15-Year Low https://www.nashnova.com/feed/special/goldman-sachs-toshiba-hdd-expansion-to-pressure-seagate-and-western-digital-14312 nashnova en 2026-10-06T10:12:03.053Z Goldman Sachs: Toshiba HDD Expansion to Pressure Seagate and Western Digital Valuations Mid-Term, Upstream Japanese Supply Chain to Benefit https://www.nashnova.com/feed/special/ecb-governing-council-member-middle-east-energy-shock-has-not-yet-transmitted-to-14311 nashnova en 2026-10-06T09:46:32.600Z ECB Governing Council Member: Middle East Energy Shock Has Not Yet Transmitted to Wages, but Longer Conflict Raises Greater Risks https://www.nashnova.com/feed/special/apple-renews-patent-agreement-with-qualcomm-as-in-house-modem-development-14310 nashnova en 2026-10-06T09:41:30.909Z Apple Renews Patent Agreement with Qualcomm as In-House Modem Development Accelerates Replacement https://www.nashnova.com/feed/special/germanys-august-factory-orders-plunge-10-6-percent-far-exceeding-expectations-14309 nashnova en 2026-10-06T09:36:31.466Z Germany's August Factory Orders Plunge 10.6%, Far Exceeding Expectations https://www.nashnova.com/feed/special/ai-whistleblowers-testify-before-congress-tech-giants-show-extreme-disregard-for-14308 nashnova en 2026-10-06T09:33:01.228Z AI Whistleblowers Testify Before Congress: Tech Giants Show "Extreme Disregard for Risk"; New York Proposes Kill Switch Legislation https://www.nashnova.com/feed/special/hong-kong-sfc-securities-industry-net-profit-rose-21-percent-to-hk-51-7-billion-14307 nashnova en 2026-10-06T09:31:41.413Z Hong Kong SFC: Securities Industry Net Profit Rose 21% to HK$51.7 Billion in H1 https://www.nashnova.com/feed/special/goldman-sachs-refining-capacity-constraints-may-keep-diesel-prices-elevated-14306 nashnova en 2026-10-06T09:26:45.844Z Goldman Sachs: Refining Capacity Constraints May Keep Diesel Prices Elevated Through 2027 https://www.nashnova.com/feed/special/wall-streets-first-half-profits-hit-45-9-billion-full-year-could-set-historic-14305 nashnova en 2026-10-06T09:11:36.790Z Wall Street's First-Half Profits Hit $45.9 Billion, Full Year Could Set Historic Record https://www.nashnova.com/feed/special/hkma-linked-exchange-rate-system-operating-normally-timing-of-weak-side-14304 nashnova en 2026-10-06T09:01:47.552Z HKMA: Linked Exchange Rate System Operating Normally; Timing of Weak-Side Convertibility Undertaking Trigger Hard to Predict https://www.nashnova.com/feed/special/ueda-gives-no-rate-hike-signal-expectations-rise-for-boj-to-hold-steady-in-14303 nashnova en 2026-10-06T08:56:22.322Z Ueda Gives No Rate Hike Signal, Expectations Rise for BOJ to Hold Steady in October https://www.nashnova.com/feed/special/guosen-securities-q4-hong-kong-stock-valuation-recovery-path-and-sector-14302 nashnova en 2026-10-06T08:41:34.975Z Guosen Securities: Q4 Hong Kong Stock Valuation Recovery Path and Sector Allocation https://www.nashnova.com/feed/special/japan-10-year-jgb-yield-rises-to-3-105-percent-coupon-hits-30-year-high-14301 nashnova en 2026-10-06T08:21:57.972Z Japan 10-Year JGB Yield Rises to 3.105%, Coupon Hits 30-Year High https://www.nashnova.com/feed/special/goldman-sachs-turns-bullish-on-semiconductors-risk-reward-improves-after-sox-14300 nashnova en 2026-10-06T08:11:50.518Z Goldman Sachs Turns Bullish on Semiconductors: Risk-Reward Improves After SOX Drops 11% in Two Months https://www.nashnova.com/feed/special/kpmg-hong-kong-ipo-fundraising-in-2026-expected-to-hit-record-high-near-hk-500-14299 nashnova en 2026-10-06T07:51:23.641Z KPMG: Hong Kong IPO Fundraising in 2026 Expected to Hit Record High Near HK$500 Billion https://www.nashnova.com/feed/special/3-2t-optical-module-upgrade-forces-pcb-redesign-only-3-qualified-suppliers-14298 nashnova en 2026-10-06T07:32:01.519Z 3.2T Optical Module Upgrade Forces PCB Redesign, Only 3 Qualified Suppliers Remain https://www.nashnova.com/feed/special/goldman-sachs-raises-tsmc-price-target-ahead-of-earnings-us-stock-target-at-660-14297 nashnova en 2026-10-06T07:21:39.611Z Goldman Sachs Raises TSMC Price Target Ahead of Earnings, US Stock Target at $660 https://www.nashnova.com/feed/special/jpmorgan-china-stock-screens-under-four-stimulus-scenarios-14296 nashnova en 2026-10-06T07:06:55.758Z JPMorgan: China Stock Screens Under Four Stimulus Scenarios https://www.nashnova.com/feed/special/skyworks-completes-acquisition-of-qorvo-expected-annual-synergies-exceed-500-14295 nashnova en 2026-10-06T06:41:30.397Z Skyworks Completes Acquisition of Qorvo, Expected Annual Synergies Exceed $500 Million https://www.nashnova.com/feed/special/ai-may-undermine-the-u-s-dollars-global-reserve-status-14294 nashnova en 2026-10-06T06:36:04.984Z AI May Undermine the U.S. Dollar's Global Reserve Status https://www.nashnova.com/feed/special/deepseek-raises-over-80-billion-yuan-with-tencent-and-catl-leading-the-round-14293 nashnova en 2026-10-06T06:31:17.991Z DeepSeek Raises Over 80 Billion Yuan with Tencent and CATL Leading the Round, Potentially Reaching 100 Billion https://www.nashnova.com/feed/special/trump-signs-order-allowing-red-diesel-on-roads-tax-exemption-extended-through-14292 nashnova en 2026-10-06T06:16:47.251Z Trump Signs Order Allowing Red Diesel on Roads, Tax Exemption Extended Through Year-End https://www.nashnova.com/feed/special/economists-estimate-chinas-q3-gdp-growth-at-4-4-percent-missing-target-for-14291 nashnova en 2026-10-06T06:12:08.098Z Economists Estimate China's Q3 GDP Growth at 4.4%, Missing Target for Second Consecutive Quarter https://www.nashnova.com/feed/special/u-s-repeals-10-000-reporting-rule-for-private-crypto-wallets-14290 nashnova en 2026-10-06T05:01:14.323Z U.S. Repeals $10,000 Reporting Rule for Private Crypto Wallets https://www.nashnova.com/feed/special/chinas-rare-earth-processing-monopoly-unlikely-to-be-broken-within-a-decade-14289 nashnova en 2026-10-06T04:32:03.611Z China's Rare Earth Processing Monopoly Unlikely to Be Broken Within a Decade https://www.nashnova.com/feed/special/hbm4-prices-expected-to-nearly-triple-by-2027-memory-makers-set-for-broad-margin-14288 nashnova en 2026-10-06T04:26:41.008Z HBM4 Prices Expected to Nearly Triple by 2027, Memory Makers Set for Broad Margin Expansion https://www.nashnova.com/feed/special/citi-jgb-yields-may-be-nearing-peak-as-clearer-fiscal-outlook-set-to-boost-14287 nashnova en 2026-10-06T03:51:22.348Z Citi: JGB Yields May Be Nearing Peak as Clearer Fiscal Outlook Set to Boost Demand https://www.nashnova.com/feed/special/nvidia-reassesses-revenue-sharing-agreements-with-cloud-providers-14286 nashnova en 2026-10-06T03:46:23.855Z Nvidia Reassesses Revenue-Sharing Agreements with Cloud Providers https://www.nashnova.com/feed/special/global-banks-rush-into-asian-gpu-financing-as-3-8-billion-in-deals-close-14285 nashnova en 2026-10-06T03:28:05.846Z Global Banks Rush Into Asian GPU Financing as $3.8 Billion in Deals Close https://www.nashnova.com/feed/special/anthropic-ipo-prospectus-legal-liability-for-ai-agents-remains-unresolved-14284 nashnova en 2026-10-06T03:26:36.802Z Anthropic IPO Prospectus: Legal Liability for AI Agents Remains Unresolved https://www.nashnova.com/feed/special/google-in-talks-to-sign-billion-dollar-nuclear-power-deal-with-constellation-14283 nashnova en 2026-10-06T02:41:18.371Z Google in Talks to Sign Billion-Dollar Nuclear Power Deal with Constellation https://www.nashnova.com/feed/special/zhipu-glm-5-3-launches-on-aws-stock-surges-nearly-8-percent-in-early-trading-14282 nashnova en 2026-10-06T02:01:26.928Z Zhipu GLM-5.3 Launches on AWS, Stock Surges Nearly 8% in Early Trading https://www.nashnova.com/feed/special/30-year-treasury-yield-approaching-6-percent-futures-ctd-switch-may-trigger-14281 nashnova en 2026-10-06T01:56:40.298Z 30-Year Treasury Yield Approaching 6%: Futures CTD Switch May Trigger Chain Selling https://www.nashnova.com/feed/special/houthi-forces-launch-three-rounds-of-strikes-on-saudi-aramco-refineries-and-14280 nashnova en 2026-10-06T01:37:36.232Z Houthi Forces Launch Three Rounds of Strikes on Saudi Aramco Refineries and Riyadh Airport https://www.nashnova.com/feed/special/musks-net-worth-returns-to-1-trillion-as-spacex-stock-hits-highest-since-june-14279 nashnova en 2026-10-06T01:36:12.216Z Musk's Net Worth Returns to $1 Trillion as SpaceX Stock Hits Highest Since June https://www.nashnova.com/feed/special/hong-kong-stocks-open-over-1-percent-higher-led-by-alibaba-and-auto-stocks-14278 nashnova en 2026-10-06T01:31:00.293Z Hong Kong Stocks Open Over 1% Higher, Led by Alibaba and Auto Stocks https://www.nashnova.com/feed/special/broadcom-guarantees-60-billion-ai-chip-debt-as-syndication-begins-14277 nashnova en 2026-10-06T00:21:42.102Z Broadcom Guarantees $60 Billion AI Chip Debt as Syndication Begins https://www.nashnova.com/feed/special/gpt-6-inference-speed-up-50-percent-openai-has-already-shifted-80-90-percent-of-14276 nashnova en 2026-10-06T00:06:54.661Z GPT-6 Inference Speed Up 50%, OpenAI Has Already Shifted 80-90% of Research to GPT-7 and GPT-8 https://www.nashnova.com/feed/special/record-russian-gold-floods-into-hong-kong-western-sanctions-reshape-global-gold-14275 nashnova en 2026-10-05T23:28:06.126Z Record Russian Gold Floods Into Hong Kong, Western Sanctions Reshape Global Gold Trade Landscape https://www.nashnova.com/zh/feed/special/hong-kong-stocks-open-lower-hang-seng-index-falls-0-45-percent-biopharma-stocks-14351 nashnova zh-cn 2026-10-07T01:29:26.297Z 港股低开:恒生指数跌0.45%,生物医药股领跌 https://www.nashnova.com/zh/feed/special/openai-publishes-722-mathematical-manuscripts-including-a-proposed-proof-of-the-14350 nashnova zh-cn 2026-10-07T01:25:20.876Z OpenAI公开722份数学手稿,含拟黎曼猜想证明 https://www.nashnova.com/zh/feed/special/samsung-electronics-expected-to-post-record-quarterly-profit-investors-focus-14349 nashnova zh-cn 2026-10-07T00:00:24.531Z 三星电子季度利润料创纪录 投资者更关注2027年盈利持续性 https://www.nashnova.com/zh/feed/special/japans-real-wages-rise-for-8-consecutive-months-marking-longest-streak-in-nearly-14348 nashnova zh-cn 2026-10-06T23:55:14.656Z 日本实际工资连涨8个月,创近十年最长纪录 https://www.nashnova.com/zh/feed/special/spacex-plans-40-billion-financing-to-purchase-nvidia-chips-14347 nashnova zh-cn 2026-10-06T23:10:06.135Z SpaceX拟融资400亿美元采购英伟达芯片 https://www.nashnova.com/zh/feed/special/apollo-seeks-to-expand-government-lending-role-targeting-europes-debt-gap-14346 nashnova zh-cn 2026-10-06T22:45:25.979Z 阿波罗拟扩大政府贷款角色 瞄准欧洲债务缺口 https://www.nashnova.com/zh/feed/special/bnp-paribas-warns-abolishing-20-year-treasuries-could-push-yields-higher-14345 nashnova zh-cn 2026-10-06T21:09:58.778Z 法巴警告:废止20年期美债或推高收益率 https://www.nashnova.com/zh/feed/special/constellation-energy-signs-nuclear-power-deal-with-google-stock-surges-12-14344 nashnova zh-cn 2026-10-06T20:45:05.129Z 星座能源与谷歌签核电协议,股价单日涨12% https://www.nashnova.com/zh/feed/special/bofa-nasdaq-100-tops-bubble-risk-rankings-recommends-replacing-stock-holdings-14343 nashnova zh-cn 2026-10-06T18:50:13.896Z 美银:纳斯达克100泡沫风险居首,建议用期权替代持股 https://www.nashnova.com/zh/feed/special/jpmorgan-u-s-deeply-distressed-loans-rise-to-highest-since-the-pandemic-14342 nashnova zh-cn 2026-10-06T18:35:15.740Z 摩根大通:美国深度困境贷款升至疫情以来最高 https://www.nashnova.com/zh/feed/special/ny-fed-tariff-driven-consumer-price-increases-may-persist-with-peak-inflation-14341 nashnova zh-cn 2026-10-06T18:05:09.664Z 纽约联储:关税推高消费品价格或持续,通胀贡献峰值近3% https://www.nashnova.com/zh/feed/special/tokyo-electron-cfo-ai-driven-fy2026-operating-profit-expected-to-hit-record-14340 nashnova zh-cn 2026-10-06T17:39:48.758Z 东京电子CFO:AI驱动2026财年营业利润有望创纪录破万亿日元 https://www.nashnova.com/zh/feed/special/fed-plans-to-restructure-bank-supervisory-framework-and-dynamically-adjust-asset-14339 nashnova zh-cn 2026-10-06T17:10:37.023Z 美联储拟重组银行监管架构并动态调整资产门槛 https://www.nashnova.com/zh/feed/special/marvell-technology-surges-over-10-percent-after-investor-day-guidance-14338 nashnova zh-cn 2026-10-06T16:10:00.351Z 迈威尔科技投资者日大幅上调指引,股价涨逾10% https://www.nashnova.com/zh/feed/special/san-francisco-fed-president-ai-tariffs-and-energy-could-keep-inflation-elevated-14337 nashnova zh-cn 2026-10-06T16:05:42.213Z 旧金山联储主席:AI、关税与能源或致通胀持续超预期 https://www.nashnova.com/zh/feed/special/wells-fargo-raises-meta-price-target-to-1-000-bullish-on-muse-driven-ai-growth-14336 nashnova zh-cn 2026-10-06T15:40:06.343Z 富国银行上调Meta目标价至1000美元,看好Muse驱动AI增长 https://www.nashnova.com/zh/feed/special/ubs-ceo-frances-debt-crisis-demands-tough-measures-as-franco-german-spread-14335 nashnova zh-cn 2026-10-06T15:21:11.097Z 瑞银CEO:法国债务危机需强硬措施,法德利差破140基点 https://www.nashnova.com/zh/feed/special/jpmorgans-dimon-anthropics-mythos-could-amplify-cyber-threats-by-roughly-10x-14334 nashnova zh-cn 2026-10-06T15:20:04.565Z 摩根大通戴蒙:Anthropic旗下Mythos或令网络威胁扩大约10倍 https://www.nashnova.com/zh/feed/special/venture-global-in-lng-long-term-contract-negotiations-with-petrochina-and-at-14333 nashnova zh-cn 2026-10-06T15:10:16.406Z Venture Global与中石油等至少三家中国买家谈判LNG长约 https://www.nashnova.com/zh/feed/special/u-s-ccc-rated-bond-spreads-hit-4-year-high-as-credit-stress-spreads-14332 nashnova zh-cn 2026-10-06T15:00:17.717Z 美国CCC级债券利差升至4年高位,信用压力蔓延 https://www.nashnova.com/zh/feed/special/bofa-warns-of-asmls-entry-into-hybrid-bonding-downgrades-besi-and-halves-target-14331 nashnova zh-cn 2026-10-06T14:15:13.626Z 美银警示ASML入局混合键合,下调Besi评级并砍半目标价 https://www.nashnova.com/zh/feed/special/skydance-officially-launches-with-70b-annual-revenue-listed-on-nyse-under-ticker-14330 nashnova zh-cn 2026-10-06T14:05:41.894Z Skydance正式成立,年收入约700亿美元,股票代码SKYD挂牌纽交所 https://www.nashnova.com/zh/feed/special/micron-pays-netlist-600-million-in-five-year-patent-license-deal-to-settle-14329 nashnova zh-cn 2026-10-06T13:45:03.124Z 美光向Netlist支付6亿美元,五年专利许可终结诉讼 https://www.nashnova.com/zh/feed/special/jpmorgan-ai-cooling-per-rack-value-approaching-100-000-14328 nashnova zh-cn 2026-10-06T13:18:13.563Z 摩根大通:AI散热单柜价值量逼近10万美元 https://www.nashnova.com/zh/feed/special/altman-ai-extinction-risk-is-non-zero-open-source-models-will-trigger-a-14327 nashnova zh-cn 2026-10-06T13:17:36.455Z 奥特曼:AI灭绝风险非零,开源模型将引发网络安全海啸 https://www.nashnova.com/zh/feed/special/money-fund-inflows-plunge-as-short-end-treasury-yield-spreads-widen-14326 nashnova zh-cn 2026-10-06T13:06:47.907Z 货币基金流入骤降,美债短端收益率溢价走阔 https://www.nashnova.com/zh/feed/special/u-s-august-trade-deficit-widens-to-105-6-billion-far-exceeding-expectations-14325 nashnova zh-cn 2026-10-06T12:41:25.582Z 美国8月贸易逆差扩至1056亿美元,远超预期 https://www.nashnova.com/zh/feed/special/google-uk-faces-class-action-lawsuit-play-store-accused-of-monopolistic-14324 nashnova zh-cn 2026-10-06T12:27:51.939Z 谷歌英国遭集体诉讼:Play Store涉嫌垄断,索赔12亿英镑 https://www.nashnova.com/zh/feed/special/chinas-commerce-ministry-criticizes-france-and-germany-for-pushing-eu-to-14323 nashnova zh-cn 2026-10-06T12:26:42.412Z 中国商务部批法德推动欧盟强化贸易保护主义工具 https://www.nashnova.com/zh/feed/special/all-three-u-s-stock-futures-rise-brent-crude-falls-below-100-treasury-yields-14322 nashnova zh-cn 2026-10-06T12:22:30.959Z 美股三大期货齐涨,布油跌破100美元,美债收益率回落 https://www.nashnova.com/zh/feed/special/citi-raises-amd-price-target-to-800-forecasts-cpu-market-to-reach-300-billion-by-14321 nashnova zh-cn 2026-10-06T12:02:03.721Z 花旗上调AMD目标价至800美元,预测CPU市场2030年达3000亿美元 https://www.nashnova.com/zh/feed/special/seagate-reportedly-bidding-for-tdks-hdd-head-business-competing-against-toshiba-14320 nashnova zh-cn 2026-10-06T11:51:31.578Z 希捷拟竞购TDK硬盘磁头业务,东芝同场角力 https://www.nashnova.com/zh/feed/special/can-apples-foldable-iphone-duo-revive-a-sluggish-iphone-cycle-14319 nashnova zh-cn 2026-10-06T11:47:07.147Z 苹果折叠屏iPhone Duo能否救活疲软的iPhone周期 https://www.nashnova.com/zh/feed/special/middle-east-export-recovery-pressures-oil-prices-as-strait-of-hormuz-attacks-14318 nashnova zh-cn 2026-10-06T11:27:01.776Z 中东出口回升压制油价,霍尔木兹海峡袭击持续扰动 https://www.nashnova.com/zh/feed/special/samsung-electro-mechanics-plans-5-billion-substrate-expansion-with-customer-co-14317 nashnova zh-cn 2026-10-06T11:22:16.298Z 三星电机50亿美元扩产基板,客户出资锁定长期订单 https://www.nashnova.com/zh/feed/special/u-s-treasury-yields-retreat-from-2002-highs-as-bessent-pledges-to-rein-in-debt-14316 nashnova zh-cn 2026-10-06T11:09:58.944Z 美债收益率从2002年高位回落,贝森特承诺压降债务路径 https://www.nashnova.com/zh/feed/special/burry-warns-stock-market-is-in-a-2000-2008-style-denial-phase-14315 nashnova zh-cn 2026-10-06T11:08:47.136Z 伯瑞警告股市处于类2000/2008年"否认"阶段 https://www.nashnova.com/zh/feed/special/indias-sebi-accuses-jane-street-of-stalling-investigation-by-demanding-excessive-14314 nashnova zh-cn 2026-10-06T11:07:22.866Z 印度证监会指控Jane Street以索材拖延调查 https://www.nashnova.com/zh/feed/special/s-and-p-500-correlation-with-top-stocks-drops-to-15-year-low-14313 nashnova zh-cn 2026-10-06T11:02:03.114Z 标普500与头部股票相关性降至15年最低 https://www.nashnova.com/zh/feed/special/goldman-sachs-toshiba-hdd-expansion-to-pressure-seagate-and-western-digital-14312 nashnova zh-cn 2026-10-06T10:12:03.053Z 高盛:东芝HDD扩产中期压制希捷西部数据估值,上游日本供应链受益 https://www.nashnova.com/zh/feed/special/ecb-governing-council-member-middle-east-energy-shock-has-not-yet-transmitted-to-14311 nashnova zh-cn 2026-10-06T09:46:32.600Z 欧洲央行管委:中东能源冲击尚未传导工资,冲突越久风险越大 https://www.nashnova.com/zh/feed/special/apple-renews-patent-agreement-with-qualcomm-as-in-house-modem-development-14310 nashnova zh-cn 2026-10-06T09:41:30.909Z 苹果与高通续签专利协议,自研基带加速替代 https://www.nashnova.com/zh/feed/special/germanys-august-factory-orders-plunge-10-6-percent-far-exceeding-expectations-14309 nashnova zh-cn 2026-10-06T09:36:31.466Z 德国8月工厂订单骤降10.6%,远超预期 https://www.nashnova.com/zh/feed/special/ai-whistleblowers-testify-before-congress-tech-giants-show-extreme-disregard-for-14308 nashnova zh-cn 2026-10-06T09:33:01.228Z AI吹哨人国会作证:巨头"极度无视风险",纽约拟立法设紧急停止开关 https://www.nashnova.com/zh/feed/special/hong-kong-sfc-securities-industry-net-profit-rose-21-percent-to-hk-51-7-billion-14307 nashnova zh-cn 2026-10-06T09:31:41.413Z 香港证监会:证券业上半年净盈利升21%至517亿港元 https://www.nashnova.com/zh/feed/special/goldman-sachs-refining-capacity-constraints-may-keep-diesel-prices-elevated-14306 nashnova zh-cn 2026-10-06T09:26:45.844Z 高盛:炼油产能受限,柴油价格或维持高位至2027年 https://www.nashnova.com/zh/feed/special/wall-streets-first-half-profits-hit-45-9-billion-full-year-could-set-historic-14305 nashnova zh-cn 2026-10-06T09:11:36.790Z 华尔街上半年利润达459亿美元,全年或创历史纪录 https://www.nashnova.com/zh/feed/special/hkma-linked-exchange-rate-system-operating-normally-timing-of-weak-side-14304 nashnova zh-cn 2026-10-06T09:01:47.552Z 香港金管局:联汇制度运作正常,弱方兑换保证触发时点难预判 https://www.nashnova.com/zh/feed/special/ueda-gives-no-rate-hike-signal-expectations-rise-for-boj-to-hold-steady-in-14303 nashnova zh-cn 2026-10-06T08:56:22.322Z 植田和男未释加息信号,日本央行10月按兵不动预期升温 https://www.nashnova.com/zh/feed/special/guosen-securities-q4-hong-kong-stock-valuation-recovery-path-and-sector-14302 nashnova zh-cn 2026-10-06T08:41:34.975Z 国信证券:Q4港股估值修复路径与板块配置 https://www.nashnova.com/zh/feed/special/japan-10-year-jgb-yield-rises-to-3-105-percent-coupon-hits-30-year-high-14301 nashnova zh-cn 2026-10-06T08:21:57.972Z 日本10年期国债收益率升至3.105%,票息创30年新高 https://www.nashnova.com/zh/feed/special/goldman-sachs-turns-bullish-on-semiconductors-risk-reward-improves-after-sox-14300 nashnova zh-cn 2026-10-06T08:11:50.518Z 高盛看多半导体:SOX两月跌11%后风险回报改善 https://www.nashnova.com/zh/feed/special/kpmg-hong-kong-ipo-fundraising-in-2026-expected-to-hit-record-high-near-hk-500-14299 nashnova zh-cn 2026-10-06T07:51:23.641Z 毕马威:香港2026年IPO集资有望创历史新高逼近5000亿港元 https://www.nashnova.com/zh/feed/special/3-2t-optical-module-upgrade-forces-pcb-redesign-only-3-qualified-suppliers-14298 nashnova zh-cn 2026-10-06T07:32:01.519Z 3.2T光模块升级倒逼PCB重设计,合格供应商仅剩3家 https://www.nashnova.com/zh/feed/special/goldman-sachs-raises-tsmc-price-target-ahead-of-earnings-us-stock-target-at-660-14297 nashnova zh-cn 2026-10-06T07:21:39.611Z 高盛绩前上调台积电目标价,美股目标660美元 https://www.nashnova.com/zh/feed/special/jpmorgan-china-stock-screens-under-four-stimulus-scenarios-14296 nashnova zh-cn 2026-10-06T07:06:55.758Z 摩根大通:四种刺激情景下的中国股票筛选 https://www.nashnova.com/zh/feed/special/skyworks-completes-acquisition-of-qorvo-expected-annual-synergies-exceed-500-14295 nashnova zh-cn 2026-10-06T06:41:30.397Z Skyworks完成收购Qorvo,预计年协同效益逾5亿美元 https://www.nashnova.com/zh/feed/special/ai-may-undermine-the-u-s-dollars-global-reserve-status-14294 nashnova zh-cn 2026-10-06T06:36:04.984Z AI或动摇美元全球储备地位 https://www.nashnova.com/zh/feed/special/deepseek-raises-over-80-billion-yuan-with-tencent-and-catl-leading-the-round-14293 nashnova zh-cn 2026-10-06T06:31:17.991Z DeepSeek融资逾800亿元,腾讯宁德时代领投,或冲千亿 https://www.nashnova.com/zh/feed/special/trump-signs-order-allowing-red-diesel-on-roads-tax-exemption-extended-through-14292 nashnova zh-cn 2026-10-06T06:16:47.251Z 特朗普签令允许红色柴油上路,免税政策延至年底 https://www.nashnova.com/zh/feed/special/economists-estimate-chinas-q3-gdp-growth-at-4-4-percent-missing-target-for-14291 nashnova zh-cn 2026-10-06T06:12:08.098Z 经济学家估中国三季度GDP增速4.4% 连续两季低于目标 https://www.nashnova.com/zh/feed/special/u-s-repeals-10-000-reporting-rule-for-private-crypto-wallets-14290 nashnova zh-cn 2026-10-06T05:01:14.323Z 美国废除加密货币私人钱包万元申报规则 https://www.nashnova.com/zh/feed/special/chinas-rare-earth-processing-monopoly-unlikely-to-be-broken-within-a-decade-14289 nashnova zh-cn 2026-10-06T04:32:03.611Z 中国稀土加工垄断难在十年内打破 https://www.nashnova.com/zh/feed/special/hbm4-prices-expected-to-nearly-triple-by-2027-memory-makers-set-for-broad-margin-14288 nashnova zh-cn 2026-10-06T04:26:41.008Z HBM4价格2027年预计涨近三倍,存储厂商利润全线扩张 https://www.nashnova.com/zh/feed/special/citi-jgb-yields-may-be-nearing-peak-as-clearer-fiscal-outlook-set-to-boost-14287 nashnova zh-cn 2026-10-06T03:51:22.348Z 花旗:日债收益率或已近峰值,财政前景明朗将提振需求 https://www.nashnova.com/zh/feed/special/nvidia-reassesses-revenue-sharing-agreements-with-cloud-providers-14286 nashnova zh-cn 2026-10-06T03:46:23.855Z 英伟达重审云厂商收入分成协议 https://www.nashnova.com/zh/feed/special/global-banks-rush-into-asian-gpu-financing-as-3-8-billion-in-deals-close-14285 nashnova zh-cn 2026-10-06T03:28:05.846Z 国际大行涌入亚洲GPU融资,38亿美元已落地 https://www.nashnova.com/zh/feed/special/anthropic-ipo-prospectus-legal-liability-for-ai-agents-remains-unresolved-14284 nashnova zh-cn 2026-10-06T03:26:36.802Z Anthropic IPO招股书:AI智能体法律责任归属尚无定论 https://www.nashnova.com/zh/feed/special/google-in-talks-to-sign-billion-dollar-nuclear-power-deal-with-constellation-14283 nashnova zh-cn 2026-10-06T02:41:18.371Z 谷歌拟与Constellation签十亿美元核电协议 https://www.nashnova.com/zh/feed/special/zhipu-glm-5-3-launches-on-aws-stock-surges-nearly-8-percent-in-early-trading-14282 nashnova zh-cn 2026-10-06T02:01:26.928Z 智谱GLM-5.3登陆亚马逊云 早盘涨近8% https://www.nashnova.com/zh/feed/special/30-year-treasury-yield-approaching-6-percent-futures-ctd-switch-may-trigger-14281 nashnova zh-cn 2026-10-06T01:56:40.298Z 30年期美债收益率逼近6%,期货CTD切换或触发连锁抛售 https://www.nashnova.com/zh/feed/special/houthi-forces-launch-three-rounds-of-strikes-on-saudi-aramco-refineries-and-14280 nashnova zh-cn 2026-10-06T01:37:36.232Z 胡塞武装三轮打击沙特阿美炼油厂及利雅得机场 https://www.nashnova.com/zh/feed/special/musks-net-worth-returns-to-1-trillion-as-spacex-stock-hits-highest-since-june-14279 nashnova zh-cn 2026-10-06T01:36:12.216Z 马斯克身家重回万亿美元,SpaceX股价创6月来新高 https://www.nashnova.com/zh/feed/special/hong-kong-stocks-open-over-1-percent-higher-led-by-alibaba-and-auto-stocks-14278 nashnova zh-cn 2026-10-06T01:31:00.293Z 港股开盘涨逾1%,阿里巴巴、汽车股领涨 https://www.nashnova.com/zh/feed/special/broadcom-guarantees-60-billion-ai-chip-debt-as-syndication-begins-14277 nashnova zh-cn 2026-10-06T00:21:42.102Z 博通担保600亿美元AI芯片债启动银团分销 https://www.nashnova.com/zh/feed/special/gpt-6-inference-speed-up-50-percent-openai-has-already-shifted-80-90-percent-of-14276 nashnova zh-cn 2026-10-06T00:06:54.661Z GPT-6推理提速50%,OpenAI八九成研究已押向GPT-7和GPT-8 https://www.nashnova.com/zh/feed/special/record-russian-gold-floods-into-hong-kong-western-sanctions-reshape-global-gold-14275 nashnova zh-cn 2026-10-05T23:28:06.126Z 俄罗斯黄金涌入香港创纪录,西方制裁重塑全球黄金贸易格局 https://www.nashnova.com/zh/feed/special/q4-0-85-percent-14274 nashnova zh-cn 2026-10-05T23:26:46.924Z 摩根大通:美国投资级债券Q4信用利差料收窄至0.85% https://www.nashnova.com/zh/feed/special/openai-chatgpt-14273 nashnova zh-cn 2026-10-05T23:11:24.492Z OpenAI在ChatGPT推出视觉广告并扩展广告效果衡量工具 https://www.nashnova.com/zh/feed/special/ai-14272 nashnova zh-cn 2026-10-05T21:32:00.258Z 纳指创历史新高,AI热情对冲美债收益率压力 https://www.nashnova.com/zh/feed/special/14271 nashnova zh-cn 2026-10-05T20:11:32.168Z 美股大盘科技股独撑指数,利率高企压制多数板块 https://www.nashnova.com/zh/feed/special/meta-claude-anthropic-14270 nashnova zh-cn 2026-10-05T19:12:45.469Z Meta与微软削减内部Claude使用,Anthropic面临大客户流失压力 https://www.nashnova.com/zh/feed/special/500-640-14269 nashnova zh-cn 2026-10-05T19:11:33.171Z 高盛:资产管理机构六周净抛售标普500期货逾640亿美元 https://www.nashnova.com/zh/feed/special/14268 nashnova zh-cn 2026-10-05T17:06:35.059Z 大摩上调富国银行至增持,净息差企稳或推动估值修复 https://www.nashnova.com/zh/feed/special/14267 nashnova zh-cn 2026-10-05T16:01:25.750Z 美国商品期货委员会联合证监会提出加密货币监管新规 https://www.nashnova.com/zh/feed/special/citadel-ai-14266 nashnova zh-cn 2026-10-05T15:47:58.962Z Citadel:美债收益率高企源于经济强劲与AI资本争夺 https://www.nashnova.com/zh/feed/special/14265 nashnova zh-cn 2026-10-05T15:46:44.595Z 谷歌亚马逊微软难舍中国数据中心供应商 https://www.nashnova.com/zh/feed/special/385-gaa-14264 nashnova zh-cn 2026-10-05T14:46:31.851Z 大摩上调泛林集团目标价至385美元,看好GAA时代份额提升 https://www.nashnova.com/zh/feed/special/9-ism-pmi-54-9-14263 nashnova zh-cn 2026-10-05T14:16:40.806Z 美国9月ISM服务业PMI降至54.9,价格压力加剧 https://www.nashnova.com/zh/feed/special/ai-14262 nashnova zh-cn 2026-10-05T14:06:45.214Z 大摩:AI内存短缺持续数年,三路径破局存储与异构算力迎机遇 https://www.nashnova.com/zh/feed/special/14261 nashnova zh-cn 2026-10-05T14:01:28.685Z 大摩伯恩斯坦反驳东芝扩产恐慌,西部数据希捷大幅反弹 https://www.nashnova.com/zh/feed/special/34-percent-14260 nashnova zh-cn 2026-10-05T13:41:33.965Z 大摩:美国数据中心电力缺口达34% 芯片链影响分化 https://www.nashnova.com/zh/feed/special/14259 nashnova zh-cn 2026-10-05T13:26:22.291Z 摩根大通交易台转为战术性看多美股 https://www.nashnova.com/zh/feed/special/melius-665-14258 nashnova zh-cn 2026-10-05T12:56:12.649Z Melius上调微软至买入,目标价665美元 https://www.nashnova.com/zh/feed/special/ai-14257 nashnova zh-cn 2026-10-05T12:27:01.738Z AI数据中心融资收紧:债券折价常态化,银行贷款趋审慎 https://www.nashnova.com/zh/feed/special/9-ppi-4-5-percent-14256 nashnova zh-cn 2026-10-05T12:21:59.297Z 中金预测9月PPI升至4.5%,出口增速维持高位 https://www.nashnova.com/zh/feed/special/ai-14255 nashnova zh-cn 2026-10-05T12:16:45.573Z 美银:AI板块持仓拥挤,超额收益空间收窄 https://www.nashnova.com/zh/feed/special/6-50-percent-14254 nashnova zh-cn 2026-10-05T12:11:30.852Z 期权定价显示英伟达月内触及6万亿美元市值概率约50% https://www.nashnova.com/zh/feed/special/ai-dna-14253 nashnova zh-cn 2026-10-05T11:57:18.670Z AI制药供应链"瓶颈交易"成形,DNA合成与蛋白生产率先受益 https://www.nashnova.com/zh/feed/special/3-etf-14252 nashnova zh-cn 2026-10-05T11:26:10.722Z 美国证监会批准比特币和以太坊3倍杠杆ETF https://www.nashnova.com/zh-hant/feed/special/hong-kong-stocks-open-lower-hang-seng-index-falls-0-45-percent-biopharma-stocks-14351 nashnova zh-tw 2026-10-07T01:29:26.297Z 港股低開:恒生指數跌0.45%,生物醫藥股領跌 https://www.nashnova.com/zh-hant/feed/special/openai-publishes-722-mathematical-manuscripts-including-a-proposed-proof-of-the-14350 nashnova zh-tw 2026-10-07T01:25:20.876Z OpenAI公開722份數學手稿,含擬黎曼猜想證明 https://www.nashnova.com/zh-hant/feed/special/samsung-electronics-expected-to-post-record-quarterly-profit-investors-focus-14349 nashnova zh-tw 2026-10-07T00:00:24.531Z 三星電子季度利潤料創紀錄 投資者更關注2027年盈利持續性 https://www.nashnova.com/zh-hant/feed/special/japans-real-wages-rise-for-8-consecutive-months-marking-longest-streak-in-nearly-14348 nashnova zh-tw 2026-10-06T23:55:14.656Z 日本實際工資連漲8個月,創近十年最長紀錄 https://www.nashnova.com/zh-hant/feed/special/spacex-plans-40-billion-financing-to-purchase-nvidia-chips-14347 nashnova zh-tw 2026-10-06T23:10:06.135Z SpaceX擬融資400億美元採購輝達晶片 https://www.nashnova.com/zh-hant/feed/special/apollo-seeks-to-expand-government-lending-role-targeting-europes-debt-gap-14346 nashnova zh-tw 2026-10-06T22:45:25.979Z 阿波羅擬擴大政府貸款角色 瞄準歐洲債務缺口 https://www.nashnova.com/zh-hant/feed/special/bnp-paribas-warns-abolishing-20-year-treasuries-could-push-yields-higher-14345 nashnova zh-tw 2026-10-06T21:09:58.778Z 法巴警告:廢止20年期美債或推高收益率 https://www.nashnova.com/zh-hant/feed/special/constellation-energy-signs-nuclear-power-deal-with-google-stock-surges-12-14344 nashnova zh-tw 2026-10-06T20:45:05.129Z 星座能源與谷歌簽核電協議,股價單日漲12% https://www.nashnova.com/zh-hant/feed/special/bofa-nasdaq-100-tops-bubble-risk-rankings-recommends-replacing-stock-holdings-14343 nashnova zh-tw 2026-10-06T18:50:13.896Z 美銀:納斯達克100泡沫風險居首,建議用期權替代持股 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-u-s-deeply-distressed-loans-rise-to-highest-since-the-pandemic-14342 nashnova zh-tw 2026-10-06T18:35:15.740Z 摩根大通:美國深度困境貸款升至疫情以來最高 https://www.nashnova.com/zh-hant/feed/special/ny-fed-tariff-driven-consumer-price-increases-may-persist-with-peak-inflation-14341 nashnova zh-tw 2026-10-06T18:05:09.664Z 紐約聯儲:關稅推高消費品價格或持續,通膨貢獻峰值近3% https://www.nashnova.com/zh-hant/feed/special/tokyo-electron-cfo-ai-driven-fy2026-operating-profit-expected-to-hit-record-14340 nashnova zh-tw 2026-10-06T17:39:48.758Z 東京電子CFO:AI驅動2026財年營業利潤有望創紀錄破萬億日元 https://www.nashnova.com/zh-hant/feed/special/fed-plans-to-restructure-bank-supervisory-framework-and-dynamically-adjust-asset-14339 nashnova zh-tw 2026-10-06T17:10:37.023Z 美聯儲擬重組銀行監管架構並動態調整資產門檻 https://www.nashnova.com/zh-hant/feed/special/marvell-technology-surges-over-10-percent-after-investor-day-guidance-14338 nashnova zh-tw 2026-10-06T16:10:00.351Z 邁威爾科技投資者日大幅上調指引,股價漲逾10% https://www.nashnova.com/zh-hant/feed/special/san-francisco-fed-president-ai-tariffs-and-energy-could-keep-inflation-elevated-14337 nashnova zh-tw 2026-10-06T16:05:42.213Z 舊金山聯儲主席:AI、關稅與能源或致通膨持續超預期 https://www.nashnova.com/zh-hant/feed/special/wells-fargo-raises-meta-price-target-to-1-000-bullish-on-muse-driven-ai-growth-14336 nashnova zh-tw 2026-10-06T15:40:06.343Z 富國銀行上調Meta目標價至1000美元,看好Muse驅動AI增長 https://www.nashnova.com/zh-hant/feed/special/ubs-ceo-frances-debt-crisis-demands-tough-measures-as-franco-german-spread-14335 nashnova zh-tw 2026-10-06T15:21:11.097Z 瑞銀CEO:法國債務危機需強硬措施,法德利差破140基點 https://www.nashnova.com/zh-hant/feed/special/jpmorgans-dimon-anthropics-mythos-could-amplify-cyber-threats-by-roughly-10x-14334 nashnova zh-tw 2026-10-06T15:20:04.565Z 摩根大通戴蒙:Anthropic旗下Mythos或令網路威脅擴大約10倍 https://www.nashnova.com/zh-hant/feed/special/venture-global-in-lng-long-term-contract-negotiations-with-petrochina-and-at-14333 nashnova zh-tw 2026-10-06T15:10:16.406Z Venture Global與中石油等至少三家中國買家談判LNG長約 https://www.nashnova.com/zh-hant/feed/special/u-s-ccc-rated-bond-spreads-hit-4-year-high-as-credit-stress-spreads-14332 nashnova zh-tw 2026-10-06T15:00:17.717Z 美國CCC級債券利差升至4年高位,信用壓力蔓延 https://www.nashnova.com/zh-hant/feed/special/bofa-warns-of-asmls-entry-into-hybrid-bonding-downgrades-besi-and-halves-target-14331 nashnova zh-tw 2026-10-06T14:15:13.626Z 美銀警示ASML入局混合鍵合,下調Besi評級並砍半目標價 https://www.nashnova.com/zh-hant/feed/special/skydance-officially-launches-with-70b-annual-revenue-listed-on-nyse-under-ticker-14330 nashnova zh-tw 2026-10-06T14:05:41.894Z Skydance正式成立,年收入約700億美元,股票代碼SKYD掛牌紐交所 https://www.nashnova.com/zh-hant/feed/special/micron-pays-netlist-600-million-in-five-year-patent-license-deal-to-settle-14329 nashnova zh-tw 2026-10-06T13:45:03.124Z 美光向Netlist支付6億美元,五年專利授權終結訴訟 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-ai-cooling-per-rack-value-approaching-100-000-14328 nashnova zh-tw 2026-10-06T13:18:13.563Z 摩根大通:AI散熱單櫃價值量逼近10萬美元 https://www.nashnova.com/zh-hant/feed/special/altman-ai-extinction-risk-is-non-zero-open-source-models-will-trigger-a-14327 nashnova zh-tw 2026-10-06T13:17:36.455Z 奧特曼:AI滅絕風險非零,開源模型將引發網路安全海嘯 https://www.nashnova.com/zh-hant/feed/special/money-fund-inflows-plunge-as-short-end-treasury-yield-spreads-widen-14326 nashnova zh-tw 2026-10-06T13:06:47.907Z 貨幣基金流入驟降,美債短端收益率溢價走闊 https://www.nashnova.com/zh-hant/feed/special/u-s-august-trade-deficit-widens-to-105-6-billion-far-exceeding-expectations-14325 nashnova zh-tw 2026-10-06T12:41:25.582Z 美國8月貿易逆差擴至1056億美元,遠超預期 https://www.nashnova.com/zh-hant/feed/special/google-uk-faces-class-action-lawsuit-play-store-accused-of-monopolistic-14324 nashnova zh-tw 2026-10-06T12:27:51.939Z 谷歌英國遭集體訴訟:Play Store涉嫌壟斷,索賠12億英鎊 https://www.nashnova.com/zh-hant/feed/special/chinas-commerce-ministry-criticizes-france-and-germany-for-pushing-eu-to-14323 nashnova zh-tw 2026-10-06T12:26:42.412Z 中國商務部批評法德推動歐盟強化貿易保護主義工具 https://www.nashnova.com/zh-hant/feed/special/all-three-u-s-stock-futures-rise-brent-crude-falls-below-100-treasury-yields-14322 nashnova zh-tw 2026-10-06T12:22:30.959Z 美股三大期貨齊漲,布油跌破100美元,美債收益率回落 https://www.nashnova.com/zh-hant/feed/special/citi-raises-amd-price-target-to-800-forecasts-cpu-market-to-reach-300-billion-by-14321 nashnova zh-tw 2026-10-06T12:02:03.721Z 花旗上調AMD目標價至800美元,預測CPU市場2030年達3000億美元 https://www.nashnova.com/zh-hant/feed/special/seagate-reportedly-bidding-for-tdks-hdd-head-business-competing-against-toshiba-14320 nashnova zh-tw 2026-10-06T11:51:31.578Z 希捷擬競購TDK硬碟磁頭業務,東芝同場角力 https://www.nashnova.com/zh-hant/feed/special/can-apples-foldable-iphone-duo-revive-a-sluggish-iphone-cycle-14319 nashnova zh-tw 2026-10-06T11:47:07.147Z 蘋果折疊屏iPhone Duo能否救活疲軟的iPhone週期 https://www.nashnova.com/zh-hant/feed/special/middle-east-export-recovery-pressures-oil-prices-as-strait-of-hormuz-attacks-14318 nashnova zh-tw 2026-10-06T11:27:01.776Z 中東出口回升壓制油價,霍爾木茲海峽襲擊持續擾動 https://www.nashnova.com/zh-hant/feed/special/samsung-electro-mechanics-plans-5-billion-substrate-expansion-with-customer-co-14317 nashnova zh-tw 2026-10-06T11:22:16.298Z 三星電機50億美元擴產基板,客戶出資鎖定長期訂單 https://www.nashnova.com/zh-hant/feed/special/u-s-treasury-yields-retreat-from-2002-highs-as-bessent-pledges-to-rein-in-debt-14316 nashnova zh-tw 2026-10-06T11:09:58.944Z 美債收益率從2002年高位回落,貝森特承諾壓降債務路徑 https://www.nashnova.com/zh-hant/feed/special/burry-warns-stock-market-is-in-a-2000-2008-style-denial-phase-14315 nashnova zh-tw 2026-10-06T11:08:47.136Z 伯瑞警告股市處於類2000/2008年「否認」階段 https://www.nashnova.com/zh-hant/feed/special/indias-sebi-accuses-jane-street-of-stalling-investigation-by-demanding-excessive-14314 nashnova zh-tw 2026-10-06T11:07:22.866Z 印度證監會指控Jane Street以索材拖延調查 https://www.nashnova.com/zh-hant/feed/special/s-and-p-500-correlation-with-top-stocks-drops-to-15-year-low-14313 nashnova zh-tw 2026-10-06T11:02:03.114Z 標普500與頭部股票相關性降至15年最低 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-toshiba-hdd-expansion-to-pressure-seagate-and-western-digital-14312 nashnova zh-tw 2026-10-06T10:12:03.053Z 高盛:東芝HDD擴產中期壓制希捷西部數據估值,上游日本供應鏈受益 https://www.nashnova.com/zh-hant/feed/special/ecb-governing-council-member-middle-east-energy-shock-has-not-yet-transmitted-to-14311 nashnova zh-tw 2026-10-06T09:46:32.600Z 歐洲央行管委:中東能源衝擊尚未傳導工資,衝突越久風險越大 https://www.nashnova.com/zh-hant/feed/special/apple-renews-patent-agreement-with-qualcomm-as-in-house-modem-development-14310 nashnova zh-tw 2026-10-06T09:41:30.909Z 蘋果與高通續簽專利協議,自研基頻加速替代 https://www.nashnova.com/zh-hant/feed/special/germanys-august-factory-orders-plunge-10-6-percent-far-exceeding-expectations-14309 nashnova zh-tw 2026-10-06T09:36:31.466Z 德國8月工廠訂單驟降10.6%,遠超預期 https://www.nashnova.com/zh-hant/feed/special/ai-whistleblowers-testify-before-congress-tech-giants-show-extreme-disregard-for-14308 nashnova zh-tw 2026-10-06T09:33:01.228Z AI吹哨人國會作證:巨頭"極度無視風險",紐約擬立法設緊急停止開關 https://www.nashnova.com/zh-hant/feed/special/hong-kong-sfc-securities-industry-net-profit-rose-21-percent-to-hk-51-7-billion-14307 nashnova zh-tw 2026-10-06T09:31:41.413Z 香港證監會:證券業上半年淨盈利升21%至517億港元 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-refining-capacity-constraints-may-keep-diesel-prices-elevated-14306 nashnova zh-tw 2026-10-06T09:26:45.844Z 高盛:煉油產能受限,柴油價格或維持高位至2027年 https://www.nashnova.com/zh-hant/feed/special/wall-streets-first-half-profits-hit-45-9-billion-full-year-could-set-historic-14305 nashnova zh-tw 2026-10-06T09:11:36.790Z 華爾街上半年利潤達459億美元,全年或創歷史紀錄 https://www.nashnova.com/zh-hant/feed/special/hkma-linked-exchange-rate-system-operating-normally-timing-of-weak-side-14304 nashnova zh-tw 2026-10-06T09:01:47.552Z 香港金管局:聯匯制度運作正常,弱方兌換保證觸發時點難預判 https://www.nashnova.com/zh-hant/feed/special/ueda-gives-no-rate-hike-signal-expectations-rise-for-boj-to-hold-steady-in-14303 nashnova zh-tw 2026-10-06T08:56:22.322Z 植田和男未釋加息信號,日本央行10月按兵不動預期升溫 https://www.nashnova.com/zh-hant/feed/special/guosen-securities-q4-hong-kong-stock-valuation-recovery-path-and-sector-14302 nashnova zh-tw 2026-10-06T08:41:34.975Z 國信證券:Q4港股估值修復路徑與板塊配置 https://www.nashnova.com/zh-hant/feed/special/japan-10-year-jgb-yield-rises-to-3-105-percent-coupon-hits-30-year-high-14301 nashnova zh-tw 2026-10-06T08:21:57.972Z 日本10年期國債收益率升至3.105%,票息創30年新高 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-turns-bullish-on-semiconductors-risk-reward-improves-after-sox-14300 nashnova zh-tw 2026-10-06T08:11:50.518Z 高盛看多半導體:SOX兩月跌11%後風險回報改善 https://www.nashnova.com/zh-hant/feed/special/kpmg-hong-kong-ipo-fundraising-in-2026-expected-to-hit-record-high-near-hk-500-14299 nashnova zh-tw 2026-10-06T07:51:23.641Z 畢馬威:香港2026年IPO集資有望創歷史新高逼近5000億港元 https://www.nashnova.com/zh-hant/feed/special/3-2t-optical-module-upgrade-forces-pcb-redesign-only-3-qualified-suppliers-14298 nashnova zh-tw 2026-10-06T07:32:01.519Z 3.2T光模組升級倒逼PCB重設計,合格供應商僅剩3家 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-raises-tsmc-price-target-ahead-of-earnings-us-stock-target-at-660-14297 nashnova zh-tw 2026-10-06T07:21:39.611Z 高盛績前上調台積電目標價,美股目標660美元 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-china-stock-screens-under-four-stimulus-scenarios-14296 nashnova zh-tw 2026-10-06T07:06:55.758Z 摩根大通:四種刺激情景下的中國股票篩選 https://www.nashnova.com/zh-hant/feed/special/skyworks-completes-acquisition-of-qorvo-expected-annual-synergies-exceed-500-14295 nashnova zh-tw 2026-10-06T06:41:30.397Z Skyworks完成收購Qorvo,預計年協同效益逾5億美元 https://www.nashnova.com/zh-hant/feed/special/ai-may-undermine-the-u-s-dollars-global-reserve-status-14294 nashnova zh-tw 2026-10-06T06:36:04.984Z AI或動搖美元全球儲備地位 https://www.nashnova.com/zh-hant/feed/special/deepseek-raises-over-80-billion-yuan-with-tencent-and-catl-leading-the-round-14293 nashnova zh-tw 2026-10-06T06:31:17.991Z DeepSeek融資逾800億元,騰訊寧德時代領投,或衝千億 https://www.nashnova.com/zh-hant/feed/special/trump-signs-order-allowing-red-diesel-on-roads-tax-exemption-extended-through-14292 nashnova zh-tw 2026-10-06T06:16:47.251Z 特朗普簽令允許紅色柴油上路,免稅政策延至年底 https://www.nashnova.com/zh-hant/feed/special/economists-estimate-chinas-q3-gdp-growth-at-4-4-percent-missing-target-for-14291 nashnova zh-tw 2026-10-06T06:12:08.098Z 經濟學家估中國三季度GDP增速4.4% 連續兩季低於目標 https://www.nashnova.com/zh-hant/feed/special/u-s-repeals-10-000-reporting-rule-for-private-crypto-wallets-14290 nashnova zh-tw 2026-10-06T05:01:14.323Z 美國廢除加密貨幣私人錢包萬元申報規則 https://www.nashnova.com/zh-hant/feed/special/chinas-rare-earth-processing-monopoly-unlikely-to-be-broken-within-a-decade-14289 nashnova zh-tw 2026-10-06T04:32:03.611Z 中國稀土加工壟斷難在十年內打破 https://www.nashnova.com/zh-hant/feed/special/hbm4-prices-expected-to-nearly-triple-by-2027-memory-makers-set-for-broad-margin-14288 nashnova zh-tw 2026-10-06T04:26:41.008Z HBM4價格2027年預計漲近三倍,存儲廠商利潤全線擴張 https://www.nashnova.com/zh-hant/feed/special/citi-jgb-yields-may-be-nearing-peak-as-clearer-fiscal-outlook-set-to-boost-14287 nashnova zh-tw 2026-10-06T03:51:22.348Z 花旗:日債收益率或已近峰值,財政前景明朗將提振需求 https://www.nashnova.com/zh-hant/feed/special/nvidia-reassesses-revenue-sharing-agreements-with-cloud-providers-14286 nashnova zh-tw 2026-10-06T03:46:23.855Z 輝達重審雲廠商收入分成協議 https://www.nashnova.com/zh-hant/feed/special/global-banks-rush-into-asian-gpu-financing-as-3-8-billion-in-deals-close-14285 nashnova zh-tw 2026-10-06T03:28:05.846Z 國際大行湧入亞洲GPU融資,38億美元已落地 https://www.nashnova.com/zh-hant/feed/special/anthropic-ipo-prospectus-legal-liability-for-ai-agents-remains-unresolved-14284 nashnova zh-tw 2026-10-06T03:26:36.802Z Anthropic IPO招股書:AI智能體法律責任歸屬尚無定論 https://www.nashnova.com/zh-hant/feed/special/google-in-talks-to-sign-billion-dollar-nuclear-power-deal-with-constellation-14283 nashnova zh-tw 2026-10-06T02:41:18.371Z 谷歌擬與Constellation簽十億美元核電協議 https://www.nashnova.com/zh-hant/feed/special/zhipu-glm-5-3-launches-on-aws-stock-surges-nearly-8-percent-in-early-trading-14282 nashnova zh-tw 2026-10-06T02:01:26.928Z 智譜GLM-5.3登陸亞馬遜雲 早盤漲近8% https://www.nashnova.com/zh-hant/feed/special/30-year-treasury-yield-approaching-6-percent-futures-ctd-switch-may-trigger-14281 nashnova zh-tw 2026-10-06T01:56:40.298Z 30年期美債殖利率逼近6%,期貨CTD切換或觸發連鎖拋售 https://www.nashnova.com/zh-hant/feed/special/houthi-forces-launch-three-rounds-of-strikes-on-saudi-aramco-refineries-and-14280 nashnova zh-tw 2026-10-06T01:37:36.232Z 胡塞武裝三輪打擊沙特阿美煉油廠及利雅得機場 https://www.nashnova.com/zh-hant/feed/special/musks-net-worth-returns-to-1-trillion-as-spacex-stock-hits-highest-since-june-14279 nashnova zh-tw 2026-10-06T01:36:12.216Z 馬斯克身家重回萬億美元,SpaceX股價創6月來新高 https://www.nashnova.com/zh-hant/feed/special/hong-kong-stocks-open-over-1-percent-higher-led-by-alibaba-and-auto-stocks-14278 nashnova zh-tw 2026-10-06T01:31:00.293Z 港股開盤漲逾1%,阿里巴巴、汽車股領漲 https://www.nashnova.com/zh-hant/feed/special/broadcom-guarantees-60-billion-ai-chip-debt-as-syndication-begins-14277 nashnova zh-tw 2026-10-06T00:21:42.102Z 博通擔保600億美元AI晶片債啟動銀團分銷 https://www.nashnova.com/zh-hant/feed/special/gpt-6-inference-speed-up-50-percent-openai-has-already-shifted-80-90-percent-of-14276 nashnova zh-tw 2026-10-06T00:06:54.661Z GPT-6推理提速50%,OpenAI八九成研究已押向GPT-7和GPT-8 https://www.nashnova.com/zh-hant/feed/special/record-russian-gold-floods-into-hong-kong-western-sanctions-reshape-global-gold-14275 nashnova zh-tw 2026-10-05T23:28:06.126Z 俄羅斯黃金湧入香港創紀錄,西方制裁重塑全球黃金貿易格局 https://www.nashnova.com/zh-hant/feed/special/q4-0-85-percent-14274 nashnova zh-tw 2026-10-05T23:26:46.924Z 摩根大通:美國投資級債券Q4信用利差料收窄至0.85% https://www.nashnova.com/zh-hant/feed/special/openai-chatgpt-14273 nashnova zh-tw 2026-10-05T23:11:24.492Z OpenAI在ChatGPT推出視覺廣告並擴展廣告效果衡量工具 https://www.nashnova.com/zh-hant/feed/special/ai-14272 nashnova zh-tw 2026-10-05T21:32:00.258Z 納指創歷史新高,AI熱情對沖美債殖利率壓力 https://www.nashnova.com/zh-hant/feed/special/14271 nashnova zh-tw 2026-10-05T20:11:32.168Z 美股大盤科技股獨撐指數,利率高企壓制多數板塊 https://www.nashnova.com/zh-hant/feed/special/meta-claude-anthropic-14270 nashnova zh-tw 2026-10-05T19:12:45.469Z Meta與微軟削減內部Claude使用,Anthropic面臨大客戶流失壓力 https://www.nashnova.com/zh-hant/feed/special/500-640-14269 nashnova zh-tw 2026-10-05T19:11:33.171Z 高盛:資產管理機構六週淨拋售標普500期貨逾640億美元 https://www.nashnova.com/zh-hant/feed/special/14268 nashnova zh-tw 2026-10-05T17:06:35.059Z 大摩上調富國銀行至增持,淨息差企穩或推動估值修復 https://www.nashnova.com/zh-hant/feed/special/14267 nashnova zh-tw 2026-10-05T16:01:25.750Z 美國商品期貨委員會聯合證監會提出加密貨幣監管新規 https://www.nashnova.com/zh-hant/feed/special/citadel-ai-14266 nashnova zh-tw 2026-10-05T15:47:58.962Z Citadel:美債收益率高企源於經濟強勁與AI資本爭奪 https://www.nashnova.com/zh-hant/feed/special/14265 nashnova zh-tw 2026-10-05T15:46:44.595Z 谷歌亞馬遜微軟難捨中國數據中心供應商 https://www.nashnova.com/zh-hant/feed/special/385-gaa-14264 nashnova zh-tw 2026-10-05T14:46:31.851Z 大摩上調泛林集團目標價至385美元,看好GAA時代份額提升 https://www.nashnova.com/zh-hant/feed/special/9-ism-pmi-54-9-14263 nashnova zh-tw 2026-10-05T14:16:40.806Z 美國9月ISM服務業PMI降至54.9,價格壓力加劇 https://www.nashnova.com/zh-hant/feed/special/ai-14262 nashnova zh-tw 2026-10-05T14:06:45.214Z 大摩:AI記憶體短缺持續數年,三路徑破局存儲與異構算力迎機遇 https://www.nashnova.com/zh-hant/feed/special/14261 nashnova zh-tw 2026-10-05T14:01:28.685Z 大摩伯恩斯坦反駁東芝擴產恐慌,西部數據希捷大幅反彈 https://www.nashnova.com/zh-hant/feed/special/34-percent-14260 nashnova zh-tw 2026-10-05T13:41:33.965Z 大摩:美國數據中心電力缺口達34% 晶片鏈影響分化 https://www.nashnova.com/zh-hant/feed/special/14259 nashnova zh-tw 2026-10-05T13:26:22.291Z 摩根大通交易台轉為戰術性看多美股 https://www.nashnova.com/zh-hant/feed/special/melius-665-14258 nashnova zh-tw 2026-10-05T12:56:12.649Z Melius上調微軟至買入,目標價665美元 https://www.nashnova.com/zh-hant/feed/special/ai-14257 nashnova zh-tw 2026-10-05T12:27:01.738Z AI數據中心融資收緊:債券折價常態化,銀行貸款趨審慎 https://www.nashnova.com/zh-hant/feed/special/9-ppi-4-5-percent-14256 nashnova zh-tw 2026-10-05T12:21:59.297Z 中金預測9月PPI升至4.5%,出口增速維持高位 https://www.nashnova.com/zh-hant/feed/special/ai-14255 nashnova zh-tw 2026-10-05T12:16:45.573Z 美銀:AI板塊持倉擁擠,超額收益空間收窄 https://www.nashnova.com/zh-hant/feed/special/6-50-percent-14254 nashnova zh-tw 2026-10-05T12:11:30.852Z 期權定價顯示輝達月內觸及6兆美元市值概率約50% https://www.nashnova.com/zh-hant/feed/special/ai-dna-14253 nashnova zh-tw 2026-10-05T11:57:18.670Z AI製藥供應鏈「瓶頸交易」成形,DNA合成與蛋白生產率先受益 https://www.nashnova.com/zh-hant/feed/special/3-etf-14252 nashnova zh-tw 2026-10-05T11:26:10.722Z 美國證監會批准比特幣和以太坊3倍槓桿ETF