https://www.nashnova.com/feed/special/nvidia-vera-rubin-memory-increases-only-3-percent-while-inference-throughput-17056 nashnova en 2026-11-05T16:13:40.428Z NVIDIA Vera Rubin Memory Increases Only 3% While Inference Throughput Jumps Up to 30x https://www.nashnova.com/feed/special/vix-surges-48-percent-in-a-single-day-marking-largest-spike-since-trump-tariff-17055 nashnova en 2026-11-05T16:08:27.162Z VIX Surges 48% in a Single Day, Marking Largest Spike Since Trump Tariff Shock https://www.nashnova.com/feed/special/barkin-rate-hike-path-is-clear-the-question-is-the-pace-17054 nashnova en 2026-11-05T15:38:15.337Z Barkin: Rate Hike Path Is Clear, the Question Is the Pace https://www.nashnova.com/feed/special/world-bank-borrowing-costs-for-poorest-countries-hit-highest-since-1989-17053 nashnova en 2026-11-05T14:58:38.626Z World Bank: Borrowing Costs for Poorest Countries Hit Highest Since 1989 https://www.nashnova.com/feed/special/tech-stocks-account-for-37-percent-of-s-and-p-500-weighting-ai-pullback-17052 nashnova en 2026-11-05T14:49:04.214Z Tech Stocks Account for 37% of S&P 500 Weighting; AI Pullback Pressures Broader Market https://www.nashnova.com/feed/special/feds-hammack-prefers-small-frequent-adjustments-to-push-inflation-to-2-percent-17051 nashnova en 2026-11-05T14:18:16.012Z Fed's Hammack: Prefers Small, Frequent Adjustments to Push Inflation to 2% https://www.nashnova.com/feed/special/memory-chip-stocks-fall-broadly-in-pre-market-trading-sandisk-leads-decline-with-17050 nashnova en 2026-11-05T14:10:39.330Z Memory Chip Stocks Fall Broadly in Pre-Market Trading, SanDisk Leads Decline with Over 6% Drop https://www.nashnova.com/feed/special/fed-survey-banks-tighten-lending-standards-for-small-businesses-and-commercial-17049 nashnova en 2026-11-05T14:05:02.555Z Fed Survey: Banks Tighten Lending Standards for Small Businesses and Commercial Real Estate https://www.nashnova.com/feed/special/lb-macro-trumps-political-setback-may-actually-support-the-dollar-17048 nashnova en 2026-11-05T14:03:45.441Z LB Macro: Trump's Political Setback May Actually Support the Dollar https://www.nashnova.com/feed/special/u-s-q3-nonfarm-productivity-beats-expectations-with-3-6-percent-rise-labor-costs-17047 nashnova en 2026-11-05T13:53:12.172Z U.S. Q3 Nonfarm Productivity Beats Expectations with 3.6% Rise, Labor Costs Unexpectedly Decline https://www.nashnova.com/feed/special/google-may-acquire-stake-in-terawulfs-ai-data-center-through-anthropic-default-17046 nashnova en 2026-11-05T13:38:45.905Z Google May Acquire Stake in TeraWulf's AI Data Center Through Anthropic Default Clause https://www.nashnova.com/feed/special/hua-hong-semiconductor-bets-on-silicon-photonics-targeting-ai-optical-module-17045 nashnova en 2026-11-05T13:33:33.414Z Hua Hong Semiconductor Bets on Silicon Photonics, Targeting AI Optical Module Market with 2027 Capacity Expansion https://www.nashnova.com/feed/special/huawei-launches-first-100-percent-domestically-made-desktop-pc-powered-by-kirin-17044 nashnova en 2026-11-05T13:23:21.106Z Huawei Launches First '100% Domestically Made' Desktop PC Powered by Kirin X90 https://www.nashnova.com/feed/special/apple-launches-seven-tranche-usd-investment-grade-bond-offering-17043 nashnova en 2026-11-05T13:13:16.286Z Apple Launches Seven-Tranche USD Investment-Grade Bond Offering https://www.nashnova.com/feed/special/french-parliament-unanimously-rejects-2027-budget-as-nationwide-strike-erupts-17042 nashnova en 2026-11-05T13:08:47.923Z French Parliament Unanimously Rejects 2027 Budget as Nationwide Strike Erupts Simultaneously https://www.nashnova.com/feed/special/unity-software-achieves-first-ever-gaap-profitability-since-ipo-stock-surges-22-17041 nashnova en 2026-11-05T13:03:18.029Z Unity Software Achieves First-Ever GAAP Profitability Since IPO, Stock Surges 22% Premarket https://www.nashnova.com/feed/special/gold-surges-back-after-nearly-20-billion-sell-off-tether-becomes-one-of-the-17040 nashnova en 2026-11-05T12:44:28.985Z Gold Surges Back After Nearly $20 Billion Sell-Off; Tether Becomes One of the World's Largest Physical Buyers https://www.nashnova.com/feed/special/conocophillips-q3-net-income-doubles-returns-3-4-billion-to-shareholders-in-the-17039 nashnova en 2026-11-05T12:35:23.646Z ConocoPhillips Q3 Net Income Doubles, Returns $3.4 Billion to Shareholders in the Quarter https://www.nashnova.com/feed/special/german-government-acquires-50-percent-stake-in-knds-at-11-2-billion-valuation-17038 nashnova en 2026-11-05T12:34:13.423Z German Government Acquires 50% Stake in KNDS at €11.2 Billion Valuation, Plus €1 Billion Premium https://www.nashnova.com/feed/special/boe-raises-rates-by-25bp-to-4-percent-market-prices-25-percent-probability-of-17037 nashnova en 2026-11-05T12:13:53.479Z BoE Raises Rates by 25BP to 4%, Market Prices ~25% Probability of Another Hike in December https://www.nashnova.com/feed/special/houthi-attacks-continue-as-saudi-arabia-issues-danger-alert-for-red-sea-oil-hub-17036 nashnova en 2026-11-05T12:09:38.111Z Houthi Attacks Continue as Saudi Arabia Issues Danger Alert for Red Sea Oil Hub Yanbu https://www.nashnova.com/feed/special/600-000-nvidia-h200-chips-stuck-in-hong-kong-as-china-delays-approval-for-large-17035 nashnova en 2026-11-05T12:04:41.097Z ~600,000 Nvidia H200 Chips Stuck in Hong Kong as China Delays Approval for Large-Scale Imports https://www.nashnova.com/feed/special/vaneck-bitcoin-miner-stocks-severely-oversold-after-35-percent-drop-in-october-17034 nashnova en 2026-11-05T12:03:41.764Z VanEck: Bitcoin Miner Stocks Severely Oversold After 35% Drop in October https://www.nashnova.com/feed/special/yardeni-productivity-will-suppress-inflation-5-percent-yield-makes-10-year-17033 nashnova en 2026-11-05T11:53:24.274Z Yardeni: Productivity Will Suppress Inflation, 5% Yield Makes 10-Year Treasuries Attractive https://www.nashnova.com/feed/special/nasdaq-futures-drop-0-63-percent-as-qualcomm-plunges-10-percent-pre-market-17032 nashnova en 2026-11-05T11:19:43.427Z Nasdaq Futures Drop 0.63% as Qualcomm Plunges 10% Pre-Market, Dragging Down Chip Sector https://www.nashnova.com/feed/special/beigene-q3-revenue-hits-1-9b-beating-expectations-non-gaap-eps-reaches-4-59-17031 nashnova en 2026-11-05T11:18:25.883Z BeiGene Q3 Revenue Hits $1.9B Beating Expectations, Non-GAAP EPS Reaches $4.59 https://www.nashnova.com/feed/special/brent-crudes-four-day-decline-hits-worst-since-covid-as-cta-forced-liquidation-17030 nashnova en 2026-11-05T11:13:30.529Z Brent Crude's Four-Day Decline Hits Worst Since COVID as CTA Forced Liquidation Risks Persist https://www.nashnova.com/feed/special/nonfarm-payrolls-may-serve-as-ai-trade-referee-economists-expect-65k-new-jobs-17029 nashnova en 2026-11-05T11:08:31.672Z Nonfarm Payrolls May Serve as AI Trade Referee, Economists Expect 65K New Jobs https://www.nashnova.com/feed/special/u-s-october-corporate-layoffs-drop-to-three-year-low-for-the-period-seasonal-17028 nashnova en 2026-11-05T10:53:43.146Z U.S. October Corporate Layoffs Drop to Three-Year Low for the Period; Seasonal Hiring Hits Highest Since 2009 https://www.nashnova.com/feed/special/hkex-releases-october-market-highlights-average-daily-turnover-reaches-hk-263-8-17027 nashnova en 2026-11-05T10:48:57.208Z HKEX Releases October Market Highlights: Average Daily Turnover Reaches HK$263.8 Billion in First 10 Months, Up 2% YoY https://www.nashnova.com/feed/special/bitcoin-miner-riot-signs-28b-compute-deal-with-anthropic-financing-rate-may-17026 nashnova en 2026-11-05T10:43:32.062Z Bitcoin Miner Riot Signs $28B Compute Deal with Anthropic; Financing Rate May Reach 12% https://www.nashnova.com/feed/special/googles-ai-search-self-cannibalization-alphabet-loses-over-750-billion-in-market-17025 nashnova en 2026-11-05T10:39:52.902Z Google's AI Search Self-Cannibalization: Alphabet Loses Over $750 Billion in Market Cap in October https://www.nashnova.com/feed/special/sterling-effective-exchange-rate-index-hits-post-brexit-high-as-boe-rate-hike-17024 nashnova en 2026-11-05T10:30:17.702Z Sterling Effective Exchange Rate Index Hits Post-Brexit High as BOE Rate Hike Expectations Heat Up https://www.nashnova.com/feed/special/bank-of-england-probes-banks-on-speculative-lending-risks-in-data-center-sector-17023 nashnova en 2026-11-05T10:28:56.360Z Bank of England Probes Banks on Speculative Lending Risks in Data Center Sector https://www.nashnova.com/feed/special/germany-oct-nev-sales-leapmotor-closes-in-on-mg-chinese-brand-rankings-shifting-17022 nashnova en 2026-11-05T10:24:56.446Z Germany Oct. NEV Sales: Leapmotor Closes In on MG, Chinese Brand Rankings Shifting https://www.nashnova.com/feed/special/binance-hit-by-6-3-billion-hack-as-u-s-regulators-launch-banking-system-review-17021 nashnova en 2026-11-05T10:23:39.926Z Binance Hit by $6.3 Billion Hack as U.S. Regulators Launch Banking System Review https://www.nashnova.com/feed/special/openai-releases-data-center-community-charter-pledges-not-to-sign-ndas-17020 nashnova en 2026-11-05T10:08:55.626Z OpenAI Releases Data Center Community Charter, Pledges Not to Sign NDAs https://www.nashnova.com/feed/special/metas-euro-bonds-break-par-on-first-day-setting-european-corporate-bond-17019 nashnova en 2026-11-05T09:58:38.007Z Meta's Euro Bonds Break Par on First Day, Setting European Corporate Bond Subscription Record https://www.nashnova.com/feed/special/kate-wu-claude-code-product-lead-joins-openai-as-anthropic-loses-5-key-employees-17018 nashnova en 2026-11-05T09:54:20.326Z Kate Wu, Claude Code Product Lead, Joins OpenAI as 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Revenue Hits Record High https://www.nashnova.com/feed/special/ecbs-schnabel-high-debt-and-non-bank-expansion-constrain-monetary-policy-space-17013 nashnova en 2026-11-05T08:33:44.634Z ECB's Schnabel: High Debt and Non-Bank Expansion Constrain Monetary Policy Space https://www.nashnova.com/feed/special/foxconn-october-revenue-surges-46-percent-driven-by-strong-ai-server-demand-17012 nashnova en 2026-11-05T08:28:19.141Z Foxconn October Revenue Surges 46%, Driven by Strong AI Server Demand https://www.nashnova.com/feed/special/nand-prices-peak-after-18-month-rally-as-end-market-demand-freezes-leaving-17011 nashnova en 2026-11-05T08:16:02.076Z NAND Prices Peak After 18-Month Rally as End-Market Demand Freezes, Leaving Suppliers in Deadlock https://www.nashnova.com/feed/special/goldman-sachs-and-apollo-launch-40-billion-fundraising-for-spacexs-nvidia-chip-17010 nashnova en 2026-11-05T08:14:30.697Z Goldman Sachs and Apollo Launch $40 Billion Fundraising for SpaceX's NVIDIA Chip Financing https://www.nashnova.com/feed/special/toyota-partners-with-waymo-on-robotaxi-push-targeting-level-4-service-by-2028-17009 nashnova en 2026-11-05T08:13:23.313Z Toyota Partners with Waymo on Robotaxi Push, Targeting Level 4 Service by 2028 https://www.nashnova.com/feed/special/rheinmetall-cuts-guidance-for-second-time-this-year-stock-down-35-percent-ytd-17008 nashnova en 2026-11-05T07:53:43.078Z Rheinmetall Cuts Guidance for Second Time This Year, Stock Down 35% YTD https://www.nashnova.com/feed/special/rsted-q3-profit-beats-expectations-lowers-full-year-investment-outlook-17007 nashnova en 2026-11-05T07:39:00.266Z Ørsted Q3 Profit Beats Expectations, Lowers Full-Year Investment Outlook https://www.nashnova.com/feed/special/morgan-stanley-raises-astera-labs-price-target-to-389-bullish-on-ai-interconnect-17006 nashnova en 2026-11-05T07:34:43.081Z Morgan Stanley Raises Astera Labs Price Target to $389, Bullish on AI Interconnect Platform Expansion https://www.nashnova.com/feed/special/panasonics-taiwan-ccl-plant-explosion-4-percent-of-global-high-end-ccl-supply-17005 nashnova en 2026-11-05T07:33:06.531Z Panasonic's Taiwan CCL Plant Explosion: ~4% of Global High-End CCL Supply Faces Disruption https://www.nashnova.com/feed/special/germanys-september-factory-orders-rise-4-4-percent-mom-partially-offsetting-17004 nashnova en 2026-11-05T07:31:35.560Z Germany's September Factory Orders Rise 4.4% MoM, Partially Offsetting Prior Month's Decline https://www.nashnova.com/feed/special/nintendo-q2-operating-profit-falls-16-percent-under-dual-pressure-from-storage-17003 nashnova en 2026-11-05T07:30:45.234Z Nintendo Q2 Operating Profit Falls 16% Under Dual Pressure from Storage Costs and Switch 2 Sales https://www.nashnova.com/feed/special/beijing-halts-ipo-applications-ymtcs-33-billion-listing-plan-postponed-to-2027-17002 nashnova en 2026-11-05T07:29:38.348Z Beijing Halts IPO Applications; YMTC's $33 Billion Listing Plan Postponed to 2027 https://www.nashnova.com/feed/special/sony-q2-operating-profit-surges-45-percent-full-year-outlook-raised-by-9-percent-17001 nashnova en 2026-11-05T06:53:22.617Z Sony Q2 Operating Profit Surges 45%, Full-Year Outlook Raised by 9% https://www.nashnova.com/feed/special/commerzbank-q3-net-profit-surges-45-percent-unicredit-acquisition-looms-17000 nashnova en 2026-11-05T06:28:28.747Z Commerzbank Q3 Net Profit Surges 45%, UniCredit Acquisition Looms https://www.nashnova.com/feed/special/citi-middle-east-situation-to-determine-golds-direction-range-between-3-500-and-16999 nashnova en 2026-11-05T06:20:02.666Z Citi: Middle East Situation to Determine Gold's Direction, Range Between $3,500 and $5,000 https://www.nashnova.com/feed/special/china-plans-to-issue-usd-and-offshore-yuan-sovereign-bonds-this-month-16998 nashnova en 2026-11-05T06:18:27.649Z China Plans to Issue USD and Offshore Yuan Sovereign Bonds This Month https://www.nashnova.com/feed/special/jpmorgan-a-share-valuations-still-low-10-percent-15-percent-upside-expected-16997 nashnova en 2026-11-05T05:53:49.966Z JPMorgan: A-Share Valuations Still Low, 10%-15% Upside Expected https://www.nashnova.com/feed/special/china-tax-crackdown-dampens-hong-kong-insurance-sales-prudential-and-aia-both-16996 nashnova en 2026-11-05T05:35:40.488Z China Tax Crackdown Dampens Hong Kong Insurance Sales, Prudential and AIA Both Decline https://www.nashnova.com/feed/special/russia-cuts-wheat-export-forecast-chicago-futures-rebound-16995 nashnova en 2026-11-05T05:34:29.156Z Russia Cuts Wheat Export Forecast, Chicago Futures Rebound https://www.nashnova.com/feed/special/chinas-banking-sector-funding-costs-hit-record-lows-as-policy-rate-anchor-shift-16994 nashnova en 2026-11-05T05:33:27.787Z China's Banking Sector Funding Costs Hit Record Lows as Policy Rate Anchor Shift Pushes Down NCD Yields https://www.nashnova.com/feed/special/expected-warm-winter-in-asia-may-ease-europes-lng-supply-tightness-16993 nashnova en 2026-11-05T05:24:48.191Z Expected Warm Winter in Asia May Ease Europe's LNG Supply Tightness https://www.nashnova.com/feed/special/bitcoin-holds-above-80-000-as-zcash-surges-nearly-12-percent-in-a-single-day-16992 nashnova en 2026-11-05T05:23:36.882Z Bitcoin Holds Above $80,000 as Zcash Surges Nearly 12% in a Single Day https://www.nashnova.com/feed/special/semiconductor-equipment-lead-times-exceed-two-years-as-chipmakers-rush-orders-16991 nashnova en 2026-11-05T05:10:03.971Z Semiconductor Equipment Lead Times Exceed Two Years as Chipmakers Rush Orders Through 2029 https://www.nashnova.com/feed/special/microsoft-declines-to-expand-contract-with-nscales-texas-data-center-16990 nashnova en 2026-11-05T05:08:37.919Z Microsoft Declines to Expand Contract with Nscale's Texas Data Center https://www.nashnova.com/feed/special/big-fund-phase-iii-shifts-focus-to-12-inch-wafer-fabs-and-equipment-m-and-a-16989 nashnova en 2026-11-05T05:05:02.592Z Big Fund Phase III Shifts Focus to 12-Inch Wafer Fabs and Equipment M&A https://www.nashnova.com/feed/special/eu-bets-525-million-on-chip-design-to-address-manufacturing-demand-gap-16988 nashnova en 2026-11-05T05:03:34.808Z EU Bets €525 Million on Chip Design to Address Manufacturing Demand Gap https://www.nashnova.com/feed/special/pboc-governor-pan-gongsheng-reports-to-npc-monetary-easing-to-continue-16987 nashnova en 2026-11-05T04:35:13.687Z PBOC Governor Pan Gongsheng Reports to NPC: Monetary Easing to Continue, Stabilizing Stocks, Property, and Exchange Rate https://www.nashnova.com/feed/special/another-fire-incident-in-the-strait-of-hormuz-irgc-reports-two-oil-tankers-and-16986 nashnova en 2026-11-05T04:33:43.455Z Another Fire Incident in the Strait of Hormuz: IRGC Reports Two Oil Tankers and One Tugboat Damaged https://www.nashnova.com/feed/special/u-s-informally-pressures-to-block-china-from-leasing-overseas-ai-computing-power-16985 nashnova en 2026-11-05T04:14:46.119Z U.S. Informally Pressures to Block China from Leasing Overseas AI Computing Power https://www.nashnova.com/feed/special/chinas-9th-ciie-opens-as-ding-xuexiang-responds-to-trade-imbalance-criticism-16984 nashnova en 2026-11-05T04:03:39.385Z China's 9th CIIE Opens as Ding Xuexiang Responds to Trade Imbalance Criticism https://www.nashnova.com/feed/special/hong-kongs-hang-seng-index-surges-3-5-percent-in-a-single-day-as-funds-rotate-16983 nashnova en 2026-11-05T03:53:42.697Z Hong Kong's Hang Seng Index Surges 3.5% in a Single Day as Funds Rotate from AI Hardware to Chinese Internet Platforms https://www.nashnova.com/feed/special/hyperscale-cloud-providers-and-semiconductor-sector-see-largest-single-day-16982 nashnova en 2026-11-05T03:43:50.415Z Hyperscale Cloud Providers and Semiconductor Sector See Largest Single-Day Divergence in a Decade https://www.nashnova.com/feed/special/zhuhai-urban-investments-da-hengqin-rushes-to-reassure-creditors-as-huafa-16981 nashnova en 2026-11-05T03:28:56.392Z Zhuhai Urban Investment's Da Hengqin Rushes to Reassure Creditors as Huafa Default Contagion Spreads https://www.nashnova.com/feed/special/sk-hynix-hbm4-yield-reaches-mid-60-percent-range-freeing-capacity-to-boost-16980 nashnova en 2026-11-05T03:18:17.693Z SK Hynix HBM4 Yield Reaches Mid-60% Range, Freeing Capacity to Boost Server DRAM Supply https://www.nashnova.com/feed/special/winbond-approves-nt-73b-kaohsiung-fab-expansion-targeting-10-strategic-customers-16979 nashnova en 2026-11-05T03:17:21.951Z Winbond Approves NT$73B Kaohsiung Fab Expansion, Targeting 10 Strategic Customers https://www.nashnova.com/feed/special/chinese-regulators-block-softbanks-5-4-billion-acquisition-of-abbs-robotics-16978 nashnova en 2026-11-05T03:15:52.325Z Chinese Regulators Block SoftBank's $5.4 Billion Acquisition of ABB's Robotics Division https://www.nashnova.com/feed/special/growing-skepticism-over-ai-yet-server-supply-chain-orders-remain-robust-16977 nashnova en 2026-11-05T03:14:36.557Z Growing Skepticism Over AI, Yet Server Supply Chain Orders Remain Robust https://www.nashnova.com/feed/special/qualcomm-q4-earnings-call-memory-price-hikes-pressure-gross-margins-handset-16976 nashnova en 2026-11-05T03:04:40.279Z Qualcomm Q4 Earnings Call: Memory Price Hikes Pressure Gross Margins, Handset Revenue Share Set to Drop Below 50% for the First Time https://www.nashnova.com/feed/special/china-copper-spot-premium-surges-to-highest-since-2021-as-futures-slip-into-deep-16975 nashnova en 2026-11-05T02:48:26.572Z China Copper Spot Premium Surges to Highest Since 2021 as Futures Slip Into Deep Backwardation https://www.nashnova.com/feed/special/china-restricts-tungsten-exports-micro-drill-bit-prices-for-ai-chip-supply-chain-16974 nashnova en 2026-11-05T02:43:38.230Z China Restricts Tungsten Exports, Micro-Drill Bit Prices for AI Chip Supply Chain Surge Several-Fold https://www.nashnova.com/feed/special/openai-president-enterprise-sales-now-majority-of-revenue-ipo-possible-by-2027-16973 nashnova en 2026-11-05T02:33:26.263Z OpenAI President: Enterprise Sales Now Majority of Revenue, IPO Possible by 2027 https://www.nashnova.com/feed/special/muddy-waters-nidec-scandal-exposes-limits-of-japans-corporate-governance-reform-16972 nashnova en 2026-11-05T02:14:04.243Z Muddy Waters: Nidec Scandal Exposes Limits of Japan's Corporate Governance Reform https://www.nashnova.com/feed/special/bernstein-openais-compute-commitment-revenue-outpaces-billings-downside-risk-low-16971 nashnova en 2026-11-05T01:39:30.648Z Bernstein: OpenAI's Compute Commitment Revenue Outpaces Billings, Downside Risk Low for Oracle and Microsoft https://www.nashnova.com/feed/special/openai-uses-ai-to-uncover-948-privilege-escalation-vulnerabilities-in-linux-16970 nashnova en 2026-11-05T01:29:58.985Z OpenAI Uses AI to Uncover 948 Privilege Escalation Vulnerabilities in Linux Kernel, Spending $1.2 Million https://www.nashnova.com/feed/special/hang-seng-index-opens-1-7-percent-higher-hang-seng-tech-index-up-1-4-percent-16969 nashnova en 2026-11-05T01:28:11.323Z Hang Seng Index Opens 1.7% Higher, Hang Seng Tech Index Up 1.4% https://www.nashnova.com/feed/special/dow-surges-3-03-percent-for-biggest-post-election-gain-in-over-40-years-oil-16968 nashnova en 2026-11-05T01:09:34.674Z Dow Surges 3.03% for Biggest Post-Election Gain in Over 40 Years; Oil Plunges Over 8%; DRAM Average Price Hits All-Time High https://www.nashnova.com/feed/special/south-koreas-september-current-account-surplus-hits-record-as-chip-exports-16967 nashnova en 2026-11-05T00:33:36.429Z South Korea's September Current Account Surplus Hits Record as Chip Exports Nearly Triple Year-over-Year https://www.nashnova.com/feed/special/boj-september-meeting-minutes-members-support-continued-rate-hikes-16966 nashnova en 2026-11-05T00:23:09.032Z BOJ September Meeting Minutes: Members Support Continued Rate Hikes https://www.nashnova.com/feed/special/tsmc-and-asml-join-forces-to-advance-12-inch-euv-pellicles-setting-mass-16965 nashnova en 2026-11-05T00:03:56.844Z TSMC and ASML Join Forces to Advance 12-Inch EUV Pellicles, Setting Mass Production Qualification Node for 2031 https://www.nashnova.com/feed/special/goldman-sachs-recommends-buying-chinese-ai-stocks-as-national-team-net-inflows-16964 nashnova en 2026-11-04T23:09:14.103Z Goldman Sachs Recommends Buying Chinese AI Stocks as National Team Net Inflows Reach 260 Billion Yuan in Three Weeks https://www.nashnova.com/feed/special/multiple-stocks-move-after-hours-applovin-surges-over-20-percent-zillow-drops-16963 nashnova en 2026-11-04T22:19:01.634Z Multiple Stocks Move After Hours: AppLovin Surges Over 20%, Zillow Drops More Than 16% https://www.nashnova.com/feed/special/hubspot-q4-guidance-misses-expectations-stock-drops-4-percent-after-hours-16962 nashnova en 2026-11-04T22:13:29.804Z HubSpot Q4 Guidance Misses Expectations, Stock Drops ~4% After Hours https://www.nashnova.com/feed/special/driven-by-optical-connectivity-demand-coherent-q1-revenue-surges-50-percent-yoy-16961 nashnova en 2026-11-04T21:53:42.644Z Driven by Optical Connectivity Demand, Coherent Q1 Revenue Surges 50% YoY https://www.nashnova.com/feed/special/snap-q3-report-misses-on-both-revenue-and-dau-stock-drops-over-10-percent-16960 nashnova en 2026-11-04T21:39:28.716Z Snap Q3 Report Misses on Both Revenue and DAU, Stock Drops Over 10% https://www.nashnova.com/feed/special/mercadolibre-q3-earnings-miss-expectations-as-tech-investments-squeeze-profits-16959 nashnova en 2026-11-04T21:38:07.222Z MercadoLibre Q3 Earnings Miss Expectations as Tech Investments Squeeze Profits https://www.nashnova.com/feed/special/applovin-q3-revenue-of-2-19b-beats-expectations-q4-guidance-above-consensus-16958 nashnova en 2026-11-04T21:33:23.262Z AppLovin Q3 Revenue of $2.19B Beats Expectations; Q4 Guidance Above Consensus https://www.nashnova.com/feed/special/expedia-q3-revenue-beats-expectations-full-year-outlook-raised-16957 nashnova en 2026-11-04T21:18:29.304Z Expedia Q3 Revenue Beats Expectations, Full-Year Outlook Raised https://www.nashnova.com/zh/feed/special/vix-surges-48-percent-in-a-single-day-marking-largest-spike-since-trump-tariff-17055 nashnova zh-cn 2026-11-05T16:08:27.162Z VIX单日飙升48%,创特朗普关税冲击以来最大涨幅 https://www.nashnova.com/zh/feed/special/barkin-rate-hike-path-is-clear-the-question-is-the-pace-17054 nashnova zh-cn 2026-11-05T15:38:15.337Z 巴尔金:加息路径明确,问题在于节奏 https://www.nashnova.com/zh/feed/special/world-bank-borrowing-costs-for-poorest-countries-hit-highest-since-1989-17053 nashnova zh-cn 2026-11-05T14:58:38.626Z 世界银行:贫困国家借贷成本升至1989年来最高 https://www.nashnova.com/zh/feed/special/tech-stocks-account-for-37-percent-of-s-and-p-500-weighting-ai-pullback-17052 nashnova zh-cn 2026-11-05T14:49:04.214Z 科技股占标普37%权重,AI退潮令大盘承压 https://www.nashnova.com/zh/feed/special/feds-hammack-prefers-small-frequent-adjustments-to-push-inflation-to-2-percent-17051 nashnova zh-cn 2026-11-05T14:18:16.012Z 美联储哈马克:偏好小幅频繁调整以压通胀至2% https://www.nashnova.com/zh/feed/special/memory-chip-stocks-fall-broadly-in-pre-market-trading-sandisk-leads-decline-with-17050 nashnova zh-cn 2026-11-05T14:10:39.330Z 存储芯片股盘前普跌,闪迪领跌逾6% https://www.nashnova.com/zh/feed/special/fed-survey-banks-tighten-lending-standards-for-small-businesses-and-commercial-17049 nashnova zh-cn 2026-11-05T14:05:02.555Z 美联储调查:银行收紧小企业及商业地产信贷 https://www.nashnova.com/zh/feed/special/lb-macro-trumps-political-setback-may-actually-support-the-dollar-17048 nashnova zh-cn 2026-11-05T14:03:45.441Z LB Macro:特朗普政治受挫反而利好美元 https://www.nashnova.com/zh/feed/special/u-s-q3-nonfarm-productivity-beats-expectations-with-3-6-percent-rise-labor-costs-17047 nashnova zh-cn 2026-11-05T13:53:12.172Z 美国Q3非农生产率超预期升3.6%,劳动力成本意外下降 https://www.nashnova.com/zh/feed/special/google-may-acquire-stake-in-terawulfs-ai-data-center-through-anthropic-default-17046 nashnova zh-cn 2026-11-05T13:38:45.905Z 谷歌或借Anthropic违约入股TeraWulf旗下AI数据中心 https://www.nashnova.com/zh/feed/special/hua-hong-semiconductor-bets-on-silicon-photonics-targeting-ai-optical-module-17045 nashnova zh-cn 2026-11-05T13:33:33.414Z 华虹半导体押注硅光子,2027年扩产瞄准AI光模块 https://www.nashnova.com/zh/feed/special/huawei-launches-first-100-percent-domestically-made-desktop-pc-powered-by-kirin-17044 nashnova zh-cn 2026-11-05T13:23:21.106Z 华为发布首款"百分百国产"桌面电脑,搭载麒麟X90 https://www.nashnova.com/zh/feed/special/apple-launches-seven-tranche-usd-investment-grade-bond-offering-17043 nashnova zh-cn 2026-11-05T13:13:16.286Z 苹果启动七档美元高等级债券发行 https://www.nashnova.com/zh/feed/special/french-parliament-unanimously-rejects-2027-budget-as-nationwide-strike-erupts-17042 nashnova zh-cn 2026-11-05T13:08:47.923Z 法国议会全票否决2027年预算案,全国罢工同步爆发 https://www.nashnova.com/zh/feed/special/unity-software-achieves-first-ever-gaap-profitability-since-ipo-stock-surges-22-17041 nashnova zh-cn 2026-11-05T13:03:18.029Z Unity Software上市后首次GAAP盈利,股价盘前涨22% https://www.nashnova.com/zh/feed/special/gold-surges-back-after-nearly-20-billion-sell-off-tether-becomes-one-of-the-17040 nashnova zh-cn 2026-11-05T12:44:28.985Z 黄金近200亿美元抛售后剧烈反弹,Tether跻身全球最大实物买家 https://www.nashnova.com/zh/feed/special/conocophillips-q3-net-income-doubles-returns-3-4-billion-to-shareholders-in-the-17039 nashnova zh-cn 2026-11-05T12:35:23.646Z 康菲石油Q3净利润翻倍,季度股东回报34亿美元 https://www.nashnova.com/zh/feed/special/german-government-acquires-50-percent-stake-in-knds-at-11-2-billion-valuation-17038 nashnova zh-cn 2026-11-05T12:34:13.423Z 德国政府收购KNDS半数股权估值112亿欧元,另付10亿溢价 https://www.nashnova.com/zh/feed/special/boe-raises-rates-by-25bp-to-4-percent-market-prices-25-percent-probability-of-17037 nashnova zh-cn 2026-11-05T12:13:53.479Z 英国央行加息25BP至4%,市场定价12月再加息概率约25% https://www.nashnova.com/zh/feed/special/houthi-attacks-continue-as-saudi-arabia-issues-danger-alert-for-red-sea-oil-hub-17036 nashnova zh-cn 2026-11-05T12:09:38.111Z 胡塞武装持续攻击,沙特对红海石油枢纽延布发出危险警报 https://www.nashnova.com/zh/feed/special/600-000-nvidia-h200-chips-stuck-in-hong-kong-as-china-delays-approval-for-large-17035 nashnova zh-cn 2026-11-05T12:04:41.097Z 约60万块英伟达H200芯片积压香港,中国延迟批准大规模进口 https://www.nashnova.com/zh/feed/special/vaneck-bitcoin-miner-stocks-severely-oversold-after-35-percent-drop-in-october-17034 nashnova zh-cn 2026-11-05T12:03:41.764Z VanEck:比特币矿工股10月跌35%后严重超卖 https://www.nashnova.com/zh/feed/special/yardeni-productivity-will-suppress-inflation-5-percent-yield-makes-10-year-17033 nashnova zh-cn 2026-11-05T11:53:24.274Z 亚德尼:生产率将压制通胀,5%收益率令十年期美债具吸引力 https://www.nashnova.com/zh/feed/special/nasdaq-futures-drop-0-63-percent-as-qualcomm-plunges-10-percent-pre-market-17032 nashnova zh-cn 2026-11-05T11:19:43.427Z 纳指期货跌0.63%,高通盘前重挫10%拖累芯片板块 https://www.nashnova.com/zh/feed/special/beigene-q3-revenue-hits-1-9b-beating-expectations-non-gaap-eps-reaches-4-59-17031 nashnova zh-cn 2026-11-05T11:18:25.883Z 百济神州Q3营收19亿美元超预期,Non-GAAP EPS达4.59美元 https://www.nashnova.com/zh/feed/special/brent-crudes-four-day-decline-hits-worst-since-covid-as-cta-forced-liquidation-17030 nashnova zh-cn 2026-11-05T11:13:30.529Z 布油四日跌幅创新冠以来最大,CTA强制平仓风险犹存 https://www.nashnova.com/zh/feed/special/nonfarm-payrolls-may-serve-as-ai-trade-referee-economists-expect-65k-new-jobs-17029 nashnova zh-cn 2026-11-05T11:08:31.672Z 非农报告或成AI交易裁判,经济学家预期新增6.5万职位 https://www.nashnova.com/zh/feed/special/u-s-october-corporate-layoffs-drop-to-three-year-low-for-the-period-seasonal-17028 nashnova zh-cn 2026-11-05T10:53:43.146Z 美国10月企业裁员降至三年同期最低,季节性招聘创2009年来新高 https://www.nashnova.com/zh/feed/special/hkex-releases-october-market-highlights-average-daily-turnover-reaches-hk-263-8-17027 nashnova zh-cn 2026-11-05T10:48:57.208Z 港交所发布10月市场概况:前10月日均成交2638亿港元,同比升2% https://www.nashnova.com/zh/feed/special/bitcoin-miner-riot-signs-28b-compute-deal-with-anthropic-financing-rate-may-17026 nashnova zh-cn 2026-11-05T10:43:32.062Z 比特币矿企Riot与Anthropic签280亿美元算力协议,融资利率或达12% https://www.nashnova.com/zh/feed/special/googles-ai-search-self-cannibalization-alphabet-loses-over-750-billion-in-market-17025 nashnova zh-cn 2026-11-05T10:39:52.902Z 谷歌AI搜索自蚕食:Alphabet十月市值蒸发逾7500亿美元 https://www.nashnova.com/zh/feed/special/sterling-effective-exchange-rate-index-hits-post-brexit-high-as-boe-rate-hike-17024 nashnova zh-cn 2026-11-05T10:30:17.702Z 英镑有效汇率指数创脱欧新高,英国央行加息预期升温 https://www.nashnova.com/zh/feed/special/bank-of-england-probes-banks-on-speculative-lending-risks-in-data-center-sector-17023 nashnova zh-cn 2026-11-05T10:28:56.360Z 英格兰银行问询银行业数据中心投机性贷款风险 https://www.nashnova.com/zh/feed/special/germany-oct-nev-sales-leapmotor-closes-in-on-mg-chinese-brand-rankings-shifting-17022 nashnova zh-cn 2026-11-05T10:24:56.446Z 德国10月新能源车:零跑追近名爵,中国品牌格局生变 https://www.nashnova.com/zh/feed/special/binance-hit-by-6-3-billion-hack-as-u-s-regulators-launch-banking-system-review-17021 nashnova zh-cn 2026-11-05T10:23:39.926Z Binance遭63亿美元黑客攻击,美国监管机构随即排查银行系统 https://www.nashnova.com/zh/feed/special/openai-releases-data-center-community-charter-pledges-not-to-sign-ndas-17020 nashnova zh-cn 2026-11-05T10:08:55.626Z OpenAI发布数据中心社区公约,承诺不签保密协议 https://www.nashnova.com/zh/feed/special/metas-euro-bonds-break-par-on-first-day-setting-european-corporate-bond-17019 nashnova zh-cn 2026-11-05T09:58:38.007Z Meta欧元债券首日破面值,创欧洲企业债认购纪录 https://www.nashnova.com/zh/feed/special/kate-wu-claude-code-product-lead-joins-openai-as-anthropic-loses-5-key-employees-17018 nashnova zh-cn 2026-11-05T09:54:20.326Z Claude Code产品负责人吴凯特加入OpenAI,Anthropic两周失5将 https://www.nashnova.com/zh/feed/special/citi-brent-could-fall-below-70-by-2027-but-upside-risks-still-carry-30-percent-17017 nashnova zh-cn 2026-11-05T09:43:38.786Z 花旗:布油2027年或跌破70美元,升级风险仍存三成概率 https://www.nashnova.com/zh/feed/special/microns-4-5-billion-new-fab-in-taiwan-halts-construction-amid-unresolved-labor-17016 nashnova zh-cn 2026-11-05T09:19:00.862Z 美光台湾45亿美元新厂暂停施工,劳资纠纷悬而未决 https://www.nashnova.com/zh/feed/special/german-chamber-of-commerce-raises-2026-growth-forecast-to-1-percent-warns-17015 nashnova zh-cn 2026-11-05T08:49:12.623Z 德国商会上调2026年增长预期至1%,警告复苏依赖债务驱动 https://www.nashnova.com/zh/feed/special/hua-hong-semiconductor-q3-profit-surges-147-percent-yoy-revenue-hits-record-high-17014 nashnova zh-cn 2026-11-05T08:43:41.689Z 华虹宏力Q3利润同比增147%,销售收入创历史新高 https://www.nashnova.com/zh/feed/special/ecbs-schnabel-high-debt-and-non-bank-expansion-constrain-monetary-policy-space-17013 nashnova zh-cn 2026-11-05T08:33:44.634Z 欧洲央行施纳贝尔:高债务与非银行扩张制约货币政策空间 https://www.nashnova.com/zh/feed/special/foxconn-october-revenue-surges-46-percent-driven-by-strong-ai-server-demand-17012 nashnova zh-cn 2026-11-05T08:28:19.141Z 鸿海10月营收增46%,AI服务器需求强劲 https://www.nashnova.com/zh/feed/special/nand-prices-peak-after-18-month-rally-as-end-market-demand-freezes-leaving-17011 nashnova zh-cn 2026-11-05T08:16:02.076Z NAND价格18个月涨势触顶,终端需求冻结供应商陷僵局 https://www.nashnova.com/zh/feed/special/goldman-sachs-and-apollo-launch-40-billion-fundraising-for-spacexs-nvidia-chip-17010 nashnova zh-cn 2026-11-05T08:14:30.697Z 高盛、阿波罗启动SpaceX 400亿美元英伟达芯片融资募资 https://www.nashnova.com/zh/feed/special/toyota-partners-with-waymo-on-robotaxi-push-targeting-level-4-service-by-2028-17009 nashnova zh-cn 2026-11-05T08:13:23.313Z 丰田联手Waymo布局Robotaxi,2028年目标Level 4服务 https://www.nashnova.com/zh/feed/special/rheinmetall-cuts-guidance-for-second-time-this-year-stock-down-35-percent-ytd-17008 nashnova zh-cn 2026-11-05T07:53:43.078Z 莱茵金属年内二度下调业绩展望,股价年内已跌35% https://www.nashnova.com/zh/feed/special/rsted-q3-profit-beats-expectations-lowers-full-year-investment-outlook-17007 nashnova zh-cn 2026-11-05T07:39:00.266Z 奥斯特德Q3利润超预期,下调全年投资展望 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https://www.nashnova.com/zh/feed/special/boj-september-meeting-minutes-members-support-continued-rate-hikes-16966 nashnova zh-cn 2026-11-05T00:23:09.032Z 日本央行9月会议纪要:委员支持继续加息 https://www.nashnova.com/zh/feed/special/tsmc-and-asml-join-forces-to-advance-12-inch-euv-pellicles-setting-mass-16965 nashnova zh-cn 2026-11-05T00:03:56.844Z 台积电与ASML联手推进12英寸EUV光罩,2031年设定量产资格节点 https://www.nashnova.com/zh/feed/special/goldman-sachs-recommends-buying-chinese-ai-stocks-as-national-team-net-inflows-16964 nashnova zh-cn 2026-11-04T23:09:14.103Z 高盛建议买入中国AI股,国家队三周净流入2600亿元 https://www.nashnova.com/zh/feed/special/multiple-stocks-move-after-hours-applovin-surges-over-20-percent-zillow-drops-16963 nashnova zh-cn 2026-11-04T22:19:01.634Z 美股盘后多股异动:AppLovin飙涨逾20%,Zillow跌超16% https://www.nashnova.com/zh/feed/special/hubspot-q4-guidance-misses-expectations-stock-drops-4-percent-after-hours-16962 nashnova zh-cn 2026-11-04T22:13:29.804Z HubSpot Q4指引低于预期,盘后股价跌约4% https://www.nashnova.com/zh/feed/special/driven-by-optical-connectivity-demand-coherent-q1-revenue-surges-50-percent-yoy-16961 nashnova zh-cn 2026-11-04T21:53:42.644Z 光连接需求驱动,Coherent Q1营收同比增50% https://www.nashnova.com/zh/feed/special/snap-q3-report-misses-on-both-revenue-and-dau-stock-drops-over-10-percent-16960 nashnova zh-cn 2026-11-04T21:39:28.716Z Snap三季报营收及日活双双不及预期,股价跌逾10% https://www.nashnova.com/zh/feed/special/mercadolibre-q3-earnings-miss-expectations-as-tech-investments-squeeze-profits-16959 nashnova zh-cn 2026-11-04T21:38:07.222Z MercadoLibre Q3财报逊预期,科技投入压缩利润 https://www.nashnova.com/zh/feed/special/applovin-q3-revenue-of-2-19b-beats-expectations-q4-guidance-above-consensus-16958 nashnova zh-cn 2026-11-04T21:33:23.262Z AppLovin Q3营收21.9亿美元超预期,Q4指引高于市场共识 https://www.nashnova.com/zh/feed/special/expedia-q3-revenue-beats-expectations-full-year-outlook-raised-16957 nashnova zh-cn 2026-11-04T21:18:29.304Z Expedia Q3营收超预期上调全年展望 https://www.nashnova.com/zh/feed/special/q3-50-iren-16956 nashnova zh-cn 2026-11-04T21:14:18.142Z 微软Q3资本支出低于预期约50亿美元,数据中心租赁方Iren延误是原因之一 https://www.nashnova.com/zh-hant/feed/special/vix-surges-48-percent-in-a-single-day-marking-largest-spike-since-trump-tariff-17055 nashnova zh-tw 2026-11-05T16:08:27.162Z VIX單日飆升48%,創特朗普關稅衝擊以來最大漲幅 https://www.nashnova.com/zh-hant/feed/special/barkin-rate-hike-path-is-clear-the-question-is-the-pace-17054 nashnova zh-tw 2026-11-05T15:38:15.337Z 巴爾金:加息路徑明確,問題在於節奏 https://www.nashnova.com/zh-hant/feed/special/world-bank-borrowing-costs-for-poorest-countries-hit-highest-since-1989-17053 nashnova zh-tw 2026-11-05T14:58:38.626Z 世界銀行:貧困國家借貸成本升至1989年來最高 https://www.nashnova.com/zh-hant/feed/special/tech-stocks-account-for-37-percent-of-s-and-p-500-weighting-ai-pullback-17052 nashnova zh-tw 2026-11-05T14:49:04.214Z 科技股佔標普37%權重,AI退潮令大盤承壓 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https://www.nashnova.com/zh-hant/feed/special/google-may-acquire-stake-in-terawulfs-ai-data-center-through-anthropic-default-17046 nashnova zh-tw 2026-11-05T13:38:45.905Z 谷歌或藉Anthropic違約入股TeraWulf旗下AI數據中心 https://www.nashnova.com/zh-hant/feed/special/hua-hong-semiconductor-bets-on-silicon-photonics-targeting-ai-optical-module-17045 nashnova zh-tw 2026-11-05T13:33:33.414Z 華虹半導體押注矽光子,2027年擴產瞄準AI光模組 https://www.nashnova.com/zh-hant/feed/special/huawei-launches-first-100-percent-domestically-made-desktop-pc-powered-by-kirin-17044 nashnova zh-tw 2026-11-05T13:23:21.106Z 華為發布首款「百分百國產」桌面電腦,搭載麒麟X90 https://www.nashnova.com/zh-hant/feed/special/apple-launches-seven-tranche-usd-investment-grade-bond-offering-17043 nashnova zh-tw 2026-11-05T13:13:16.286Z 蘋果啟動七檔美元高等級債券發行 https://www.nashnova.com/zh-hant/feed/special/french-parliament-unanimously-rejects-2027-budget-as-nationwide-strike-erupts-17042 nashnova zh-tw 2026-11-05T13:08:47.923Z 法國議會全票否決2027年預算案,全國罷工同步爆發 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英國央行加息25BP至4%,市場定價12月再加息概率約25% https://www.nashnova.com/zh-hant/feed/special/houthi-attacks-continue-as-saudi-arabia-issues-danger-alert-for-red-sea-oil-hub-17036 nashnova zh-tw 2026-11-05T12:09:38.111Z 胡塞武裝持續攻擊,沙特對紅海石油樞紐延布發出危險警報 https://www.nashnova.com/zh-hant/feed/special/600-000-nvidia-h200-chips-stuck-in-hong-kong-as-china-delays-approval-for-large-17035 nashnova zh-tw 2026-11-05T12:04:41.097Z 約60萬塊輝達H200晶片積壓香港,中國延遲批准大規模進口 https://www.nashnova.com/zh-hant/feed/special/vaneck-bitcoin-miner-stocks-severely-oversold-after-35-percent-drop-in-october-17034 nashnova zh-tw 2026-11-05T12:03:41.764Z VanEck:比特幣礦工股10月跌35%後嚴重超賣 https://www.nashnova.com/zh-hant/feed/special/yardeni-productivity-will-suppress-inflation-5-percent-yield-makes-10-year-17033 nashnova zh-tw 2026-11-05T11:53:24.274Z 亞德尼:生產力將壓制通膨,5%收益率令十年期美債具吸引力 https://www.nashnova.com/zh-hant/feed/special/nasdaq-futures-drop-0-63-percent-as-qualcomm-plunges-10-percent-pre-market-17032 nashnova zh-tw 2026-11-05T11:19:43.427Z 納指期貨跌0.63%,高通盤前重挫10%拖累晶片板塊 https://www.nashnova.com/zh-hant/feed/special/beigene-q3-revenue-hits-1-9b-beating-expectations-non-gaap-eps-reaches-4-59-17031 nashnova zh-tw 2026-11-05T11:18:25.883Z 百濟神州Q3營收19億美元超預期,Non-GAAP EPS達4.59美元 https://www.nashnova.com/zh-hant/feed/special/brent-crudes-four-day-decline-hits-worst-since-covid-as-cta-forced-liquidation-17030 nashnova zh-tw 2026-11-05T11:13:30.529Z 布油四日跌幅創新冠以來最大,CTA強制平倉風險猶存 https://www.nashnova.com/zh-hant/feed/special/nonfarm-payrolls-may-serve-as-ai-trade-referee-economists-expect-65k-new-jobs-17029 nashnova zh-tw 2026-11-05T11:08:31.672Z 非農報告或成AI交易裁判,經濟學家預期新增6.5萬職位 https://www.nashnova.com/zh-hant/feed/special/u-s-october-corporate-layoffs-drop-to-three-year-low-for-the-period-seasonal-17028 nashnova zh-tw 2026-11-05T10:53:43.146Z 美國10月企業裁員降至三年同期最低,季節性招聘創2009年來新高 https://www.nashnova.com/zh-hant/feed/special/hkex-releases-october-market-highlights-average-daily-turnover-reaches-hk-263-8-17027 nashnova zh-tw 2026-11-05T10:48:57.208Z 港交所發布10月市場概況:前10月日均成交2638億港元,同比升2% https://www.nashnova.com/zh-hant/feed/special/bitcoin-miner-riot-signs-28b-compute-deal-with-anthropic-financing-rate-may-17026 nashnova zh-tw 2026-11-05T10:43:32.062Z 比特幣礦企Riot與Anthropic簽280億美元算力協議,融資利率或達12% https://www.nashnova.com/zh-hant/feed/special/googles-ai-search-self-cannibalization-alphabet-loses-over-750-billion-in-market-17025 nashnova zh-tw 2026-11-05T10:39:52.902Z 谷歌AI搜索自我蠶食:Alphabet十月市值蒸發逾7500億美元 https://www.nashnova.com/zh-hant/feed/special/sterling-effective-exchange-rate-index-hits-post-brexit-high-as-boe-rate-hike-17024 nashnova zh-tw 2026-11-05T10:30:17.702Z 英鎊有效匯率指數創脫歐新高,英國央行加息預期升溫 https://www.nashnova.com/zh-hant/feed/special/bank-of-england-probes-banks-on-speculative-lending-risks-in-data-center-sector-17023 nashnova zh-tw 2026-11-05T10:28:56.360Z 英格蘭銀行問詢銀行業數據中心投機性貸款風險 https://www.nashnova.com/zh-hant/feed/special/germany-oct-nev-sales-leapmotor-closes-in-on-mg-chinese-brand-rankings-shifting-17022 nashnova zh-tw 2026-11-05T10:24:56.446Z 德國10月新能源車:零跑追近名爵,中國品牌格局生變 https://www.nashnova.com/zh-hant/feed/special/binance-hit-by-6-3-billion-hack-as-u-s-regulators-launch-banking-system-review-17021 nashnova zh-tw 2026-11-05T10:23:39.926Z Binance遭63億美元駭客攻擊,美國監管機構隨即排查銀行系統 https://www.nashnova.com/zh-hant/feed/special/openai-releases-data-center-community-charter-pledges-not-to-sign-ndas-17020 nashnova zh-tw 2026-11-05T10:08:55.626Z OpenAI發布數據中心社區公約,承諾不簽保密協議 https://www.nashnova.com/zh-hant/feed/special/metas-euro-bonds-break-par-on-first-day-setting-european-corporate-bond-17019 nashnova zh-tw 2026-11-05T09:58:38.007Z Meta歐元債券首日跌破面值,創歐洲企業債認購紀錄 https://www.nashnova.com/zh-hant/feed/special/kate-wu-claude-code-product-lead-joins-openai-as-anthropic-loses-5-key-employees-17018 nashnova zh-tw 2026-11-05T09:54:20.326Z Claude Code產品負責人吳凱特加入OpenAI,Anthropic兩週失5將 https://www.nashnova.com/zh-hant/feed/special/citi-brent-could-fall-below-70-by-2027-but-upside-risks-still-carry-30-percent-17017 nashnova zh-tw 2026-11-05T09:43:38.786Z 花旗:布油2027年或跌破70美元,升級風險仍存三成機率 https://www.nashnova.com/zh-hant/feed/special/microns-4-5-billion-new-fab-in-taiwan-halts-construction-amid-unresolved-labor-17016 nashnova zh-tw 2026-11-05T09:19:00.862Z 美光台灣45億美元新廠暫停施工,勞資糾紛懸而未決 https://www.nashnova.com/zh-hant/feed/special/german-chamber-of-commerce-raises-2026-growth-forecast-to-1-percent-warns-17015 nashnova zh-tw 2026-11-05T08:49:12.623Z 德國商會上調2026年增長預期至1%,警告復甦依賴債務驅動 https://www.nashnova.com/zh-hant/feed/special/hua-hong-semiconductor-q3-profit-surges-147-percent-yoy-revenue-hits-record-high-17014 nashnova zh-tw 2026-11-05T08:43:41.689Z 華虹宏力Q3利潤同比增147%,銷售收入創歷史新高 https://www.nashnova.com/zh-hant/feed/special/ecbs-schnabel-high-debt-and-non-bank-expansion-constrain-monetary-policy-space-17013 nashnova zh-tw 2026-11-05T08:33:44.634Z 歐洲央行施納貝爾:高債務與非銀行擴張制約貨幣政策空間 https://www.nashnova.com/zh-hant/feed/special/foxconn-october-revenue-surges-46-percent-driven-by-strong-ai-server-demand-17012 nashnova zh-tw 2026-11-05T08:28:19.141Z 鴻海10月營收增46%,AI伺服器需求強勁 https://www.nashnova.com/zh-hant/feed/special/nand-prices-peak-after-18-month-rally-as-end-market-demand-freezes-leaving-17011 nashnova zh-tw 2026-11-05T08:16:02.076Z NAND價格18個月漲勢觸頂,終端需求凍結供應商陷僵局 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-and-apollo-launch-40-billion-fundraising-for-spacexs-nvidia-chip-17010 nashnova zh-tw 2026-11-05T08:14:30.697Z 高盛、阿波羅啟動SpaceX 400億美元輝達晶片融資募資 https://www.nashnova.com/zh-hant/feed/special/toyota-partners-with-waymo-on-robotaxi-push-targeting-level-4-service-by-2028-17009 nashnova zh-tw 2026-11-05T08:13:23.313Z 豐田聯手Waymo佈局Robotaxi,2028年目標Level 4服務 https://www.nashnova.com/zh-hant/feed/special/rheinmetall-cuts-guidance-for-second-time-this-year-stock-down-35-percent-ytd-17008 nashnova zh-tw 2026-11-05T07:53:43.078Z 萊茵金屬年內二度下調業績展望,股價年內已跌35% https://www.nashnova.com/zh-hant/feed/special/rsted-q3-profit-beats-expectations-lowers-full-year-investment-outlook-17007 nashnova zh-tw 2026-11-05T07:39:00.266Z 沃旭能源Q3利潤超預期,下調全年投資展望 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-raises-astera-labs-price-target-to-389-bullish-on-ai-interconnect-17006 nashnova zh-tw 2026-11-05T07:34:43.081Z 摩根士丹利上調Astera Labs目標價至389美元,看好AI互連平台擴張 https://www.nashnova.com/zh-hant/feed/special/panasonics-taiwan-ccl-plant-explosion-4-percent-of-global-high-end-ccl-supply-17005 nashnova zh-tw 2026-11-05T07:33:06.531Z 松下台灣覆銅板工廠爆炸,全球高端CCL供給約4%面臨中斷 https://www.nashnova.com/zh-hant/feed/special/germanys-september-factory-orders-rise-4-4-percent-mom-partially-offsetting-17004 nashnova zh-tw 2026-11-05T07:31:35.560Z 德國9月工廠訂單環比增4.4%,部分抵消前月跌幅 https://www.nashnova.com/zh-hant/feed/special/nintendo-q2-operating-profit-falls-16-percent-under-dual-pressure-from-storage-17003 nashnova zh-tw 2026-11-05T07:30:45.234Z 任天堂Q2營業利潤跌16%,儲存成本與Switch 2銷量雙重承壓 https://www.nashnova.com/zh-hant/feed/special/beijing-halts-ipo-applications-ymtcs-33-billion-listing-plan-postponed-to-2027-17002 nashnova zh-tw 2026-11-05T07:29:38.348Z 北京叫停IPO受理,長江存儲330億元上市計劃推遲至2027年 https://www.nashnova.com/zh-hant/feed/special/sony-q2-operating-profit-surges-45-percent-full-year-outlook-raised-by-9-percent-17001 nashnova zh-tw 2026-11-05T06:53:22.617Z 索尼Q2營業利潤大漲45%,上調全年展望9% https://www.nashnova.com/zh-hant/feed/special/commerzbank-q3-net-profit-surges-45-percent-unicredit-acquisition-looms-17000 nashnova zh-tw 2026-11-05T06:28:28.747Z 德國商業銀行Q3淨利潤增45%,UniCredit收購臨近 https://www.nashnova.com/zh-hant/feed/special/citi-middle-east-situation-to-determine-golds-direction-range-between-3-500-and-16999 nashnova zh-tw 2026-11-05T06:20:02.666Z 花旗:中東局勢決定金價走向,區間3500至5000美元 https://www.nashnova.com/zh-hant/feed/special/china-plans-to-issue-usd-and-offshore-yuan-sovereign-bonds-this-month-16998 nashnova zh-tw 2026-11-05T06:18:27.649Z 中國擬本月發行美元及離岸人民幣主權債券 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-a-share-valuations-still-low-10-percent-15-percent-upside-expected-16997 nashnova zh-tw 2026-11-05T05:53:49.966Z 摩根大通:A股估值仍低,預計還有10%-15%反彈空間 https://www.nashnova.com/zh-hant/feed/special/china-tax-crackdown-dampens-hong-kong-insurance-sales-prudential-and-aia-both-16996 nashnova zh-tw 2026-11-05T05:35:40.488Z 中國稅務整頓壓制香港保險銷售,保誠友邦雙雙下滑 https://www.nashnova.com/zh-hant/feed/special/russia-cuts-wheat-export-forecast-chicago-futures-rebound-16995 nashnova zh-tw 2026-11-05T05:34:29.156Z 俄羅斯小麥出口預測下調 芝加哥期貨止跌回升 https://www.nashnova.com/zh-hant/feed/special/chinas-banking-sector-funding-costs-hit-record-lows-as-policy-rate-anchor-shift-16994 nashnova zh-tw 2026-11-05T05:33:27.787Z 中國銀行業資金成本創歷史新低,政策利率錨切換壓低NCD收益率 https://www.nashnova.com/zh-hant/feed/special/expected-warm-winter-in-asia-may-ease-europes-lng-supply-tightness-16993 nashnova zh-tw 2026-11-05T05:24:48.191Z 亞洲暖冬預期或緩解歐洲LNG供應緊張 https://www.nashnova.com/zh-hant/feed/special/bitcoin-holds-above-80-000-as-zcash-surges-nearly-12-percent-in-a-single-day-16992 nashnova zh-tw 2026-11-05T05:23:36.882Z 比特幣站穩8萬美元 Zcash單日漲近12% https://www.nashnova.com/zh-hant/feed/special/semiconductor-equipment-lead-times-exceed-two-years-as-chipmakers-rush-orders-16991 nashnova zh-tw 2026-11-05T05:10:03.971Z 半導體設備交期超兩年,晶片廠商搶購至2029年 https://www.nashnova.com/zh-hant/feed/special/microsoft-declines-to-expand-contract-with-nscales-texas-data-center-16990 nashnova zh-tw 2026-11-05T05:08:37.919Z 微軟拒絕擴大與Nscale德州數據中心合同 https://www.nashnova.com/zh-hant/feed/special/big-fund-phase-iii-shifts-focus-to-12-inch-wafer-fabs-and-equipment-m-and-a-16989 nashnova zh-tw 2026-11-05T05:05:02.592Z 大基金三期轉向12英寸晶圓廠及設備併購 https://www.nashnova.com/zh-hant/feed/special/eu-bets-525-million-on-chip-design-to-address-manufacturing-demand-gap-16988 nashnova zh-tw 2026-11-05T05:03:34.808Z 歐盟5.25億歐元押注晶片設計,補製造需求短板 https://www.nashnova.com/zh-hant/feed/special/pboc-governor-pan-gongsheng-reports-to-npc-monetary-easing-to-continue-16987 nashnova zh-tw 2026-11-05T04:35:13.687Z 潘功勝向全國人大報告:貨幣繼續寬鬆,穩股穩樓穩匯率 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https://www.nashnova.com/zh-hant/feed/special/zhuhai-urban-investments-da-hengqin-rushes-to-reassure-creditors-as-huafa-16981 nashnova zh-tw 2026-11-05T03:28:56.392Z 珠海城投大橫琴緊急安撫債權人,華發違約衝擊蔓延 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-hbm4-yield-reaches-mid-60-percent-range-freeing-capacity-to-boost-16980 nashnova zh-tw 2026-11-05T03:18:17.693Z SK海力士HBM4良率達60%中段,釋放產能推高伺服器DRAM供應 https://www.nashnova.com/zh-hant/feed/special/winbond-approves-nt-73b-kaohsiung-fab-expansion-targeting-10-strategic-customers-16979 nashnova zh-tw 2026-11-05T03:17:21.951Z 華邦電批准730億新台幣高雄晶圓廠擴產,鎖定10家戰略客戶 https://www.nashnova.com/zh-hant/feed/special/chinese-regulators-block-softbanks-5-4-billion-acquisition-of-abbs-robotics-16978 nashnova zh-tw 2026-11-05T03:15:52.325Z 中國監管叫停軟銀54億美元收購ABB機器人部門 https://www.nashnova.com/zh-hant/feed/special/growing-skepticism-over-ai-yet-server-supply-chain-orders-remain-robust-16977 nashnova zh-tw 2026-11-05T03:14:36.557Z AI質疑聲浪升溫,伺服器供應鏈訂單仍強勁 https://www.nashnova.com/zh-hant/feed/special/qualcomm-q4-earnings-call-memory-price-hikes-pressure-gross-margins-handset-16976 nashnova zh-tw 2026-11-05T03:04:40.279Z 高通Q4電話會:存儲漲價壓毛利,手機收入佔比將首降至50%以下 https://www.nashnova.com/zh-hant/feed/special/china-copper-spot-premium-surges-to-highest-since-2021-as-futures-slip-into-deep-16975 nashnova zh-tw 2026-11-05T02:48:26.572Z 中國銅現貨溢價飆至2021年來最高 期貨現深度反向市場 https://www.nashnova.com/zh-hant/feed/special/china-restricts-tungsten-exports-micro-drill-bit-prices-for-ai-chip-supply-chain-16974 nashnova zh-tw 2026-11-05T02:43:38.230Z 中國限制鎢出口,AI晶片供應鏈微鑽頭價格數倍飆升 https://www.nashnova.com/zh-hant/feed/special/openai-president-enterprise-sales-now-majority-of-revenue-ipo-possible-by-2027-16973 nashnova zh-tw 2026-11-05T02:33:26.263Z OpenAI總裁:企業銷售已佔多數,2027年有望IPO https://www.nashnova.com/zh-hant/feed/special/muddy-waters-nidec-scandal-exposes-limits-of-japans-corporate-governance-reform-16972 nashnova zh-tw 2026-11-05T02:14:04.243Z 渾水:日本電產醜聞暴露日本公司治理改革局限 https://www.nashnova.com/zh-hant/feed/special/bernstein-openais-compute-commitment-revenue-outpaces-billings-downside-risk-low-16971 nashnova zh-tw 2026-11-05T01:39:30.648Z 伯恩斯坦:OpenAI算力承諾收入跑贏帳單,甲骨文微軟下行風險低 https://www.nashnova.com/zh-hant/feed/special/openai-uses-ai-to-uncover-948-privilege-escalation-vulnerabilities-in-linux-16970 nashnova zh-tw 2026-11-05T01:29:58.985Z OpenAI用AI挖出Linux核心948個提權漏洞,耗資120萬美元 https://www.nashnova.com/zh-hant/feed/special/hang-seng-index-opens-1-7-percent-higher-hang-seng-tech-index-up-1-4-percent-16969 nashnova zh-tw 2026-11-05T01:28:11.323Z 恆指高開1.7%,恆生科技指數漲1.4% https://www.nashnova.com/zh-hant/feed/special/dow-surges-3-03-percent-for-biggest-post-election-gain-in-over-40-years-oil-16968 nashnova zh-tw 2026-11-05T01:09:34.674Z 道指漲3.03%創逾40年選後最大漲幅,油價跌超8%,DRAM均價創歷史新高 https://www.nashnova.com/zh-hant/feed/special/south-koreas-september-current-account-surplus-hits-record-as-chip-exports-16967 nashnova zh-tw 2026-11-05T00:33:36.429Z 韓國9月經常帳盈餘創紀錄,晶片出口年增近翻三倍 https://www.nashnova.com/zh-hant/feed/special/boj-september-meeting-minutes-members-support-continued-rate-hikes-16966 nashnova zh-tw 2026-11-05T00:23:09.032Z 日本央行9月會議紀要:委員支持繼續加息 https://www.nashnova.com/zh-hant/feed/special/tsmc-and-asml-join-forces-to-advance-12-inch-euv-pellicles-setting-mass-16965 nashnova zh-tw 2026-11-05T00:03:56.844Z 台積電與ASML聯手推進12英寸EUV光罩,2031年設定量產資格節點 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-recommends-buying-chinese-ai-stocks-as-national-team-net-inflows-16964 nashnova zh-tw 2026-11-04T23:09:14.103Z 高盛建議買入中國AI股,國家隊三週淨流入2600億元 https://www.nashnova.com/zh-hant/feed/special/multiple-stocks-move-after-hours-applovin-surges-over-20-percent-zillow-drops-16963 nashnova zh-tw 2026-11-04T22:19:01.634Z 美股盤後多股異動:AppLovin飆漲逾20%,Zillow跌超16% https://www.nashnova.com/zh-hant/feed/special/hubspot-q4-guidance-misses-expectations-stock-drops-4-percent-after-hours-16962 nashnova zh-tw 2026-11-04T22:13:29.804Z HubSpot Q4指引低於預期,盤後股價跌約4% https://www.nashnova.com/zh-hant/feed/special/driven-by-optical-connectivity-demand-coherent-q1-revenue-surges-50-percent-yoy-16961 nashnova zh-tw 2026-11-04T21:53:42.644Z 光連接需求驅動,Coherent Q1營收同比增50% https://www.nashnova.com/zh-hant/feed/special/snap-q3-report-misses-on-both-revenue-and-dau-stock-drops-over-10-percent-16960 nashnova zh-tw 2026-11-04T21:39:28.716Z Snap三季報營收及日活雙雙不及預期,股價跌逾10% https://www.nashnova.com/zh-hant/feed/special/mercadolibre-q3-earnings-miss-expectations-as-tech-investments-squeeze-profits-16959 nashnova zh-tw 2026-11-04T21:38:07.222Z MercadoLibre Q3財報遜預期,科技投入壓縮利潤 https://www.nashnova.com/zh-hant/feed/special/applovin-q3-revenue-of-2-19b-beats-expectations-q4-guidance-above-consensus-16958 nashnova zh-tw 2026-11-04T21:33:23.262Z AppLovin Q3營收21.9億美元超預期,Q4指引高於市場共識 https://www.nashnova.com/zh-hant/feed/special/expedia-q3-revenue-beats-expectations-full-year-outlook-raised-16957 nashnova zh-tw 2026-11-04T21:18:29.304Z Expedia Q3營收超預期上調全年展望 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