https://www.nashnova.com/feed/special/cta-short-positions-on-g10-rates-hit-historic-extremes-with-german-bund-shorts-11615 nashnova en 2026-09-06T07:02:45.281Z CTA Short Positions on G10 Rates Hit Historic Extremes, with German Bund Shorts Most Concentrated https://www.nashnova.com/feed/special/nvidia-rubin-ultra-specs-cut-in-half-ai-chip-competition-shifts-to-mass-11614 nashnova en 2026-09-06T03:42:55.474Z NVIDIA Rubin Ultra Specs Cut in Half: AI Chip Competition Shifts to Mass Production Execution https://www.nashnova.com/feed/special/morgan-stanley-private-meeting-minimax-and-zhipu-arr-growing-rapidly-model-11613 nashnova en 2026-09-06T01:28:24.825Z Morgan Stanley Private Meeting: MiniMax and Zhipu ARR Growing Rapidly, Model Competition Enters Tiered Elimination Phase https://www.nashnova.com/feed/special/barclays-ubs-and-other-institutions-turn-bullish-on-china-a-share-derivatives-11612 nashnova en 2026-09-06T01:23:27.809Z Barclays, UBS and Other Institutions Turn Bullish on China A-Share Derivatives, Viewing Them as Alternative AI Allocation https://www.nashnova.com/feed/special/morgan-stanley-reiterates-overweight-rating-on-microsoft-with-600-price-target-11611 nashnova en 2026-09-06T00:48:03.171Z Morgan Stanley Reiterates Overweight Rating on Microsoft with $600 Price Target https://www.nashnova.com/feed/special/u-s-military-strikes-three-iranian-oil-tankers-iran-fires-ballistic-missiles-at-11610 nashnova en 2026-09-05T23:38:03.860Z U.S. Military Strikes Three Iranian Oil Tankers; Iran Fires Ballistic Missiles at Aircraft Carrier https://www.nashnova.com/feed/special/vix-hits-trump-era-low-as-u-s-30-year-treasury-yield-surges-to-historic-high-11609 nashnova en 2026-09-05T22:13:30.850Z VIX Hits Trump-Era Low as U.S. 30-Year Treasury Yield Surges to Historic High https://www.nashnova.com/feed/special/trump-administration-pressures-the-fed-from-multiple-fronts-warning-rate-hikes-11608 nashnova en 2026-09-05T18:23:22.193Z Trump Administration Pressures the Fed from Multiple Fronts, Warning Rate Hikes Will Harm the Economy https://www.nashnova.com/feed/special/bofa-and-citi-diverge-on-august-cpi-forecasts-september-rate-hike-path-remains-11607 nashnova en 2026-09-05T12:48:29.343Z BofA and Citi Diverge on August CPI Forecasts, September Rate Hike Path Remains Uncertain https://www.nashnova.com/feed/special/u-s-treasury-selloff-pressure-spreads-to-junk-rated-borrowers-as-defaults-rise-11606 nashnova en 2026-09-05T11:23:12.724Z U.S. Treasury Selloff Pressure Spreads to Junk-Rated Borrowers as Defaults Rise to $40.1 Billion This Year https://www.nashnova.com/feed/special/u-s-envoys-witkoff-and-kushner-arrive-in-moscow-to-push-for-russia-ukraine-11605 nashnova en 2026-09-05T10:53:38.624Z U.S. Envoys Witkoff and Kushner Arrive in Moscow to Push for Russia-Ukraine Ceasefire https://www.nashnova.com/feed/special/trump-threatens-u-s-bond-holding-nations-with-military-force-analysts-say-it-11604 nashnova en 2026-09-05T08:37:55.206Z Trump Threatens U.S. Bond-Holding Nations with Military Force; Analysts Say It Will Accelerate Dollar Decline https://www.nashnova.com/feed/special/explosions-reported-near-irans-kharg-island-oil-tanker-allegedly-hit-by-u-s-11603 nashnova en 2026-09-05T08:37:49.242Z Explosions Reported Near Iran's Kharg Island; Oil Tanker Allegedly Hit by U.S. Missile https://www.nashnova.com/feed/special/gpt-6-astra-fully-rolled-out-to-premium-users-performance-benchmarks-released-11602 nashnova en 2026-09-05T07:53:14.873Z GPT-6 Astra Fully Rolled Out to Premium Users, Performance Benchmarks Released https://www.nashnova.com/feed/special/hon-hai-august-sales-surge-52-percent-yoy-cumulative-growth-of-40-percent-for-11601 nashnova en 2026-09-05T07:52:47.543Z Hon Hai August Sales Surge 52% YoY, Cumulative Growth of 40% for First 8 Months https://www.nashnova.com/feed/special/citi-raises-short-term-gold-target-to-4-800-11600 nashnova en 2026-09-05T07:13:22.977Z Citi Raises Short-Term Gold Target to $4,800 https://www.nashnova.com/feed/special/astrazenecas-new-breast-cancer-drug-receives-fda-accelerated-approval-11599 nashnova en 2026-09-05T06:03:18.163Z AstraZeneca's New Breast Cancer Drug Receives FDA Accelerated Approval https://www.nashnova.com/feed/special/goldman-sachs-bullish-on-structural-yen-appreciation-morgan-stanley-warns-of-11598 nashnova en 2026-09-05T04:38:19.654Z Goldman Sachs Bullish on Structural Yen Appreciation, Morgan Stanley Warns of Policy Disappointment Risks https://www.nashnova.com/feed/special/japan-u-s-550-billion-investment-agreement-negotiations-make-progress-ai-and-11597 nashnova en 2026-09-05T03:42:59.442Z Japan-U.S. $550 Billion Investment Agreement Negotiations Make Progress, AI and Chip Sectors Gain Greater Weight https://www.nashnova.com/feed/special/hong-kongs-first-five-year-plan-focuses-on-expanding-offshore-rmb-usage-11596 nashnova en 2026-09-05T03:42:50.716Z Hong Kong's First Five-Year Plan Focuses on Expanding Offshore RMB Usage https://www.nashnova.com/feed/special/canadas-share-of-exports-to-the-u-s-falls-to-66-3-percent-hitting-a-nearly-30-11595 nashnova en 2026-09-05T02:03:22.122Z Canada's Share of Exports to the U.S. Falls to 66.3%, Hitting a Nearly 30-Year Low https://www.nashnova.com/feed/special/chinese-listed-companies-earnings-up-26-percent-yet-csi-300-down-9-percent-11594 nashnova en 2026-09-05T00:38:29.784Z Chinese Listed Companies' Earnings Up 26%, Yet CSI 300 Down 9% https://www.nashnova.com/feed/special/samsung-and-sk-hynix-chiefs-head-to-new-york-to-meet-nvidias-jensen-huang-11593 nashnova en 2026-09-05T00:22:40.568Z Samsung and SK Hynix Chiefs Head to New York to Meet Nvidia's Jensen Huang https://www.nashnova.com/feed/special/vlcc-freight-rates-from-u-s-gulf-to-china-hit-all-time-high-11592 nashnova en 2026-09-04T23:52:43.182Z VLCC Freight Rates from U.S. Gulf to China Hit All-Time High https://www.nashnova.com/feed/special/hedge-fund-crude-oil-long-positions-rise-to-may-highs-as-iran-tensions-boost-11591 nashnova en 2026-09-04T20:57:57.681Z Hedge Fund Crude Oil Long Positions Rise to May Highs as Iran Tensions Boost Energy Risk Premium https://www.nashnova.com/feed/special/japans-ai-data-center-capacity-to-reach-4-9gw-by-2033-with-investment-of-11590 nashnova en 2026-09-04T20:08:14.101Z Japan's AI Data Center Capacity to Reach 4.9GW by 2033, with Investment of Approximately $60 Billion https://www.nashnova.com/feed/special/citis-chronert-fed-september-rate-hike-not-necessarily-bad-for-stocks-11589 nashnova en 2026-09-04T20:03:11.828Z Citi's Chronert: Fed September Rate Hike 'Not Necessarily Bad' for Stocks https://www.nashnova.com/feed/special/anthropic-ipo-underwriters-confirmed-morgan-stanley-to-lead-listing-at-2-11588 nashnova en 2026-09-04T19:53:28.911Z Anthropic IPO Underwriters Confirmed: Morgan Stanley to Lead Listing at $2 Trillion Valuation https://www.nashnova.com/feed/special/global-dram-q2-market-size-hits-record-high-up-55-9-percent-qoq-11587 nashnova en 2026-09-04T19:27:55.900Z Global DRAM Q2 Market Size Hits Record High, Up 55.9% QoQ https://www.nashnova.com/feed/special/bessent-oil-prices-could-drop-to-40-after-iran-conflict-ends-potentially-pulling-11586 nashnova en 2026-09-04T19:08:08.823Z Bessent: Oil Prices Could Drop to $40 After Iran Conflict Ends, Potentially Pulling Down Treasury Yields https://www.nashnova.com/feed/special/amc-and-robinhood-clash-publicly-over-tokenized-stocks-as-regulatory-gray-area-11585 nashnova en 2026-09-04T17:58:30.044Z AMC and Robinhood Clash Publicly Over Tokenized Stocks as Regulatory Gray Area Sparks Debate https://www.nashnova.com/feed/special/limited-details-at-cybercab-launch-send-tesla-stock-down-over-6-percent-11584 nashnova en 2026-09-04T17:43:20.205Z Limited Details at Cybercab Launch Send Tesla Stock Down Over 6% https://www.nashnova.com/feed/special/magnificent-sevens-correlation-with-momentum-factor-turns-negative-for-the-first-11583 nashnova en 2026-09-04T17:37:53.236Z Magnificent Seven's Correlation with Momentum Factor Turns Negative for the First Time https://www.nashnova.com/feed/special/feds-hammack-the-time-has-come-for-monetary-policy-to-address-inflation-11582 nashnova en 2026-09-04T16:57:55.652Z Fed's Hammack: The Time Has Come for Monetary Policy to Address Inflation https://www.nashnova.com/feed/special/u-s-and-china-to-launch-dedicated-ai-safety-dialogue-in-mid-september-11581 nashnova en 2026-09-04T16:43:28.822Z U.S. and China to Launch Dedicated AI Safety Dialogue in Mid-September https://www.nashnova.com/feed/special/doubleline-alphabet-and-amazon-bonds-look-attractive-after-ai-selloff-11580 nashnova en 2026-09-04T16:28:20.387Z DoubleLine: Alphabet and Amazon Bonds Look Attractive After AI Selloff https://www.nashnova.com/feed/special/s-and-p-500-quarterly-rebalancing-imminent-twilio-bloom-energy-among-top-11579 nashnova en 2026-09-04T15:48:03.699Z S&P 500 Quarterly Rebalancing Imminent: Twilio, Bloom Energy Among Top Candidates for Inclusion https://www.nashnova.com/feed/special/u-s-treasury-etfs-see-largest-weekly-outflows-in-nearly-two-decades-11578 nashnova en 2026-09-04T15:47:56.172Z U.S. Treasury ETFs See Largest Weekly Outflows in Nearly Two Decades https://www.nashnova.com/feed/special/s-and-p-warns-hyperscale-cloud-providers-face-opaque-ai-returns-rating-headroom-11577 nashnova en 2026-09-04T15:23:39.066Z S&P Warns: Hyperscale Cloud Providers Face Opaque AI Returns, Rating Headroom Narrows https://www.nashnova.com/feed/special/samsung-and-arm-partner-to-develop-2nm-on-device-ai-chips-openai-potentially-a-11576 nashnova en 2026-09-04T15:13:20.084Z Samsung and Arm Partner to Develop 2nm On-Device AI Chips, OpenAI Potentially a Target Customer https://www.nashnova.com/feed/special/citi-pushes-back-fed-rate-cut-forecast-to-2027-11575 nashnova en 2026-09-04T15:12:45.615Z Citi Pushes Back Fed Rate Cut Forecast to 2027 https://www.nashnova.com/feed/special/blue-owl-plans-to-package-6-5-billion-in-data-center-assets-for-public-listing-11574 nashnova en 2026-09-04T14:58:04.751Z Blue Owl Plans to Package $6.5 Billion in Data Center Assets for Public Listing https://www.nashnova.com/feed/special/nvidia-builds-99-billion-equity-investment-portfolio-in-two-years-11572 nashnova en 2026-09-04T14:33:41.928Z Nvidia Builds $99 Billion Equity Investment Portfolio in Two Years https://www.nashnova.com/feed/special/stellantis-in-talks-on-huawei-jac-collaboration-aims-to-revive-maserati-via-11573 nashnova en 2026-09-04T14:33:26.454Z Stellantis in Talks on Huawei-JAC Collaboration, Aims to Revive Maserati via HarmonyOS Platform https://www.nashnova.com/feed/special/crypto-fund-net-inflows-hit-highest-in-five-weeks-since-october-2025-11571 nashnova en 2026-09-04T13:52:43.788Z Crypto Fund Net Inflows Hit Highest in Five Weeks Since October 2025 https://www.nashnova.com/feed/special/bessent-announces-eu-joining-iran-sanctions-effort-but-divergence-emerges-over-11570 nashnova en 2026-09-04T13:33:33.535Z Bessent Announces EU Joining Iran Sanctions Effort, but Divergence Emerges Over EU Statement Wording https://www.nashnova.com/feed/special/abu-dhabi-ai-firm-g42-considers-bringing-in-u-s-shareholders-to-secure-chip-11569 nashnova en 2026-09-04T13:33:05.129Z Abu Dhabi AI Firm G42 Considers Bringing in U.S. Shareholders to Secure Chip Access https://www.nashnova.com/feed/special/bailey-warns-populism-poses-serious-challenge-to-central-bank-independence-11568 nashnova en 2026-09-04T13:23:21.292Z Bailey Warns: Populism Poses Serious Challenge to Central Bank Independence https://www.nashnova.com/feed/special/bofa-worst-century-long-returns-on-long-term-treasuries-may-signal-generational-11567 nashnova en 2026-09-04T12:42:46.261Z BofA: Worst Century-Long Returns on Long-Term Treasuries May Signal Generational Buying Opportunity https://www.nashnova.com/feed/special/u-s-august-nonfarm-payrolls-rise-162k-far-exceeding-expectations-11566 nashnova en 2026-09-04T12:38:04.638Z U.S. August Nonfarm Payrolls Rise 162K, Far Exceeding Expectations https://www.nashnova.com/feed/special/frances-sovereign-risk-spread-continues-to-widen-10-year-government-bond-yield-11565 nashnova en 2026-09-04T12:33:12.685Z France's Sovereign Risk Spread Continues to Widen, 10-Year Government Bond Yield Hits Highest Since 2008 https://www.nashnova.com/feed/special/baidu-group-class-a-shares-included-in-stock-connect-southbound-effective-11564 nashnova en 2026-09-04T12:27:50.178Z Baidu Group Class A Shares Included in Stock Connect (Southbound) Effective September 7 https://www.nashnova.com/feed/special/japan-finance-minister-katayama-not-pressured-by-bessent-to-raise-interest-rates-11563 nashnova en 2026-09-04T12:23:25.924Z Japan Finance Minister Katayama: Not Pressured by Bessent to Raise Interest Rates https://www.nashnova.com/feed/special/hedge-fund-citadel-seeks-to-acquire-u-s-shale-oil-assets-11562 nashnova en 2026-09-04T12:13:04.188Z Hedge Fund Citadel Seeks to Acquire U.S. Shale Oil Assets https://www.nashnova.com/feed/special/nhtsa-opens-formal-investigation-into-cybercabs-road-deployment-11561 nashnova en 2026-09-04T12:08:34.062Z NHTSA Opens Formal Investigation into Cybercab's Road Deployment https://www.nashnova.com/feed/special/ai-bot-traffic-surpasses-humans-by-five-times-low-cost-chinese-models-gain-11560 nashnova en 2026-09-04T12:07:50.211Z AI Bot Traffic Surpasses Humans by Five Times; Low-Cost Chinese Models Gain Competitive Edge https://www.nashnova.com/feed/special/sk-hynix-financing-plans-for-u-s-subsidiary-solidigm-remain-undecided-11559 nashnova en 2026-09-04T11:47:55.875Z SK Hynix: Financing Plans for U.S. Subsidiary Solidigm Remain Undecided https://www.nashnova.com/feed/special/roubini-rising-yields-signal-ai-driven-growth-not-a-fiscal-crisis-11557 nashnova en 2026-09-04T11:13:22.905Z Roubini: Rising Yields Signal AI-Driven Growth, Not a Fiscal Crisis https://www.nashnova.com/feed/special/nvidias-12-9-billion-acquisition-of-hugging-face-a-defensive-move-to-secure-the-11558 nashnova en 2026-09-04T11:13:17.835Z Nvidia's $12.9 Billion Acquisition of Hugging Face: A Defensive Move to Secure the Open-Source AI Ecosystem https://www.nashnova.com/feed/special/fhfa-orders-fannie-mae-and-freddie-mac-to-open-vantagescore-to-all-lenders-fico-11556 nashnova en 2026-09-04T11:03:01.524Z FHFA Orders Fannie Mae and Freddie Mac to Open VantageScore to All Lenders, FICO Stock Drops 3.4% https://www.nashnova.com/feed/special/global-money-market-funds-see-46-1-billion-weekly-net-inflow-hitting-a-near-one-11555 nashnova en 2026-09-04T10:53:41.643Z Global Money Market Funds See $46.1 Billion Weekly Net Inflow, Hitting a Near One-Month High https://www.nashnova.com/feed/special/citi-the-worst-may-be-over-for-european-cyclicals-autumn-presents-a-buying-11554 nashnova en 2026-09-04T10:53:15.357Z Citi: The Worst May Be Over for European Cyclicals, Autumn Presents a Buying Opportunity https://www.nashnova.com/feed/special/worlds-largest-tanker-operator-hormuz-disruption-may-extend-to-2027-11553 nashnova en 2026-09-04T10:43:10.831Z World's Largest Tanker Operator: Hormuz Disruption May Extend to 2027 https://www.nashnova.com/feed/special/the-trade-desk-lays-off-15-percent-restructuring-charges-up-to-51-million-11552 nashnova en 2026-09-04T10:27:47.571Z The Trade Desk Lays Off 15%, Restructuring Charges Up to $51 Million https://www.nashnova.com/feed/special/trumps-chip-supply-chain-protection-policy-may-force-closure-of-tennessee-11551 nashnova en 2026-09-04T10:18:38.775Z Trump's Chip Supply Chain Protection Policy May Force Closure of Tennessee Polysilicon Plant https://www.nashnova.com/feed/special/u-s-and-chinese-military-commanders-meet-for-first-time-over-taiwan-strait-both-11550 nashnova en 2026-09-04T10:18:01.922Z U.S. and Chinese Military Commanders Meet for First Time Over Taiwan Strait, Both Sides Emphasize Communication to Reduce Miscalculation Risks https://www.nashnova.com/feed/special/openai-autonomous-agents-caught-infiltrating-german-wiki-website-11549 nashnova en 2026-09-04T10:13:42.604Z OpenAI Autonomous Agents Caught Infiltrating German Wiki Website https://www.nashnova.com/feed/special/deepseek-plans-to-purchase-160-000-huawei-ascend-950dt-chips-to-build-inner-11548 nashnova en 2026-09-04T09:31:38.333Z DeepSeek Plans to Purchase 160,000 Huawei Ascend 950DT Chips to Build Inner Mongolia Data Center https://www.nashnova.com/feed/special/pboc-conducts-500-billion-yuan-outright-reverse-repo-on-september-7-11547 nashnova en 2026-09-04T09:21:29.692Z PBOC Conducts 500 Billion Yuan Outright Reverse Repo on September 7 https://www.nashnova.com/feed/special/bilibili-issues-700-million-convertible-notes-with-tencent-subscribing-200-11546 nashnova en 2026-09-04T09:06:50.649Z Bilibili Issues $700 Million Convertible Notes with Tencent Subscribing $200 Million https://www.nashnova.com/feed/special/nikkei-225-to-add-capcom-kokusai-electric-and-jx-advanced-metals-in-october-11545 nashnova en 2026-09-04T08:26:29.494Z Nikkei 225 to Add Capcom, Kokusai Electric, and JX Advanced Metals in October https://www.nashnova.com/feed/special/binance-operates-in-eu-without-license-exposing-mica-regulatory-loopholes-11544 nashnova en 2026-09-04T08:17:06.137Z Binance Operates in EU Without License, Exposing MiCA Regulatory Loopholes https://www.nashnova.com/feed/special/iphone-18-pro-starting-price-may-reach-1-319-setting-a-new-record-high-for-apple-11543 nashnova en 2026-09-04T08:12:00.855Z iPhone 18 Pro Starting Price May Reach $1,319, Setting a New Record High for Apple https://www.nashnova.com/feed/special/top-global-asset-managers-rebuild-gold-positions-betting-on-sustained-long-term-11542 nashnova en 2026-09-04T08:03:28.832Z Top Global Asset Managers Rebuild Gold Positions, Betting on Sustained Long-Term Drivers https://www.nashnova.com/feed/special/european-stocks-closed-slightly-lower-on-sept-4-volkswagen-restructuring-plan-11541 nashnova en 2026-09-04T08:02:14.975Z European Stocks Closed Slightly Lower on Sept 4; Volkswagen Restructuring Plan Drives Stock Up Nearly 10% https://www.nashnova.com/zh/feed/special/cta-short-positions-on-g10-rates-hit-historic-extremes-with-german-bund-shorts-11615 nashnova zh-cn 2026-09-06T07:02:45.281Z CTA做空G10利率仓位创历史极值,德国国债空头最集中 https://www.nashnova.com/zh/feed/special/nvidia-rubin-ultra-specs-cut-in-half-ai-chip-competition-shifts-to-mass-11614 nashnova zh-cn 2026-09-06T03:42:55.474Z 英伟达Rubin Ultra规格减半,AI芯片竞争转向量产执行力 https://www.nashnova.com/zh/feed/special/morgan-stanley-private-meeting-minimax-and-zhipu-arr-growing-rapidly-model-11613 nashnova zh-cn 2026-09-06T01:28:24.825Z 大摩闭门会:MiniMax、智谱ARR高速增长,模型竞争进入分层淘汰 https://www.nashnova.com/zh/feed/special/barclays-ubs-and-other-institutions-turn-bullish-on-china-a-share-derivatives-11612 nashnova zh-cn 2026-09-06T01:23:27.809Z 巴克莱、瑞银等机构看多中国A股衍生品,视其为AI替代配置 https://www.nashnova.com/zh/feed/special/morgan-stanley-reiterates-overweight-rating-on-microsoft-with-600-price-target-11611 nashnova zh-cn 2026-09-06T00:48:03.171Z 摩根士丹利重申微软增持评级 目标价600美元 https://www.nashnova.com/zh/feed/special/u-s-military-strikes-three-iranian-oil-tankers-iran-fires-ballistic-missiles-at-11610 nashnova zh-cn 2026-09-05T23:38:03.860Z 美军打击伊朗三艘油轮 伊朗动用弹道导弹攻击航母 https://www.nashnova.com/zh/feed/special/vix-hits-trump-era-low-as-u-s-30-year-treasury-yield-surges-to-historic-high-11609 nashnova zh-cn 2026-09-05T22:13:30.850Z VIX创特朗普任期新低,美30年期国债收益率升至历史高位 https://www.nashnova.com/zh/feed/special/trump-administration-pressures-the-fed-from-multiple-fronts-warning-rate-hikes-11608 nashnova zh-cn 2026-09-05T18:23:22.193Z 特朗普政府多方施压美联储,警告加息将损害经济 https://www.nashnova.com/zh/feed/special/bofa-and-citi-diverge-on-august-cpi-forecasts-september-rate-hike-path-remains-11607 nashnova zh-cn 2026-09-05T12:48:29.343Z 美银花旗对8月CPI预测分歧,9月加息路径悬而未决 https://www.nashnova.com/zh/feed/special/u-s-treasury-selloff-pressure-spreads-to-junk-rated-borrowers-as-defaults-rise-11606 nashnova zh-cn 2026-09-05T11:23:12.724Z 美债抛售压力传导至垃圾级借款人,违约规模年内升至401亿美元 https://www.nashnova.com/zh/feed/special/u-s-envoys-witkoff-and-kushner-arrive-in-moscow-to-push-for-russia-ukraine-11605 nashnova zh-cn 2026-09-05T10:53:38.624Z 美国特使维特科夫、库什纳抵莫斯科推动俄乌停火 https://www.nashnova.com/zh/feed/special/trump-threatens-u-s-bond-holding-nations-with-military-force-analysts-say-it-11604 nashnova zh-cn 2026-09-05T08:37:55.206Z 特朗普以军事威胁美债持有国,分析称将加速美元下行 https://www.nashnova.com/zh/feed/special/explosions-reported-near-irans-kharg-island-oil-tanker-allegedly-hit-by-u-s-11603 nashnova zh-cn 2026-09-05T08:37:49.242Z 伊朗卡尔格岛附近传爆炸声,报道称油轮疑遭美军导弹击中 https://www.nashnova.com/zh/feed/special/gpt-6-astra-fully-rolled-out-to-premium-users-performance-benchmarks-released-11602 nashnova zh-cn 2026-09-05T07:53:14.873Z GPT-6 Astra高端用户全量开放,性能数据出炉 https://www.nashnova.com/zh/feed/special/hon-hai-august-sales-surge-52-percent-yoy-cumulative-growth-of-40-percent-for-11601 nashnova zh-cn 2026-09-05T07:52:47.543Z 鸿海8月销售同比增长52%,前8个月累计增长40% https://www.nashnova.com/zh/feed/special/citi-raises-short-term-gold-target-to-4-800-11600 nashnova zh-cn 2026-09-05T07:13:22.977Z 花旗上调黄金短期目标价至4800美元 https://www.nashnova.com/zh/feed/special/astrazenecas-new-breast-cancer-drug-receives-fda-accelerated-approval-11599 nashnova zh-cn 2026-09-05T06:03:18.163Z 阿斯利康乳腺癌新药获美国食药监局加速批准 https://www.nashnova.com/zh/feed/special/goldman-sachs-bullish-on-structural-yen-appreciation-morgan-stanley-warns-of-11598 nashnova zh-cn 2026-09-05T04:38:19.654Z 高盛看多日元结构性升值,大摩警惕政策落空风险 https://www.nashnova.com/zh/feed/special/japan-u-s-550-billion-investment-agreement-negotiations-make-progress-ai-and-11597 nashnova zh-cn 2026-09-05T03:42:59.442Z 日美5500亿美元投资协议谈判取得进展,AI与芯片权重提升 https://www.nashnova.com/zh/feed/special/hong-kongs-first-five-year-plan-focuses-on-expanding-offshore-rmb-usage-11596 nashnova zh-cn 2026-09-05T03:42:50.716Z 香港首份五年规划聚焦扩大离岸人民币使用 https://www.nashnova.com/zh/feed/special/canadas-share-of-exports-to-the-u-s-falls-to-66-3-percent-hitting-a-nearly-30-11595 nashnova zh-cn 2026-09-05T02:03:22.122Z 加拿大对美出口占比跌至66.3% 创近三十年新低 https://www.nashnova.com/zh/feed/special/chinese-listed-companies-earnings-up-26-percent-yet-csi-300-down-9-percent-11594 nashnova zh-cn 2026-09-05T00:38:29.784Z 中国上市公司盈利增26%,CSI 300却跌9% 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https://www.nashnova.com/zh/feed/special/anthropic-ipo-underwriters-confirmed-morgan-stanley-to-lead-listing-at-2-11588 nashnova zh-cn 2026-09-04T19:53:28.911Z Anthropic IPO承销商落定,摩根士丹利领衔估值2万亿美元上市 https://www.nashnova.com/zh/feed/special/global-dram-q2-market-size-hits-record-high-up-55-9-percent-qoq-11587 nashnova zh-cn 2026-09-04T19:27:55.900Z 全球DRAM二季度市场规模创历史新高,环比增55.9% https://www.nashnova.com/zh/feed/special/bessent-oil-prices-could-drop-to-40-after-iran-conflict-ends-potentially-pulling-11586 nashnova zh-cn 2026-09-04T19:08:08.823Z 贝森特:伊朗冲突结束后油价或跌至40美元,将拉低美债收益率 https://www.nashnova.com/zh/feed/special/amc-and-robinhood-clash-publicly-over-tokenized-stocks-as-regulatory-gray-area-11585 nashnova zh-cn 2026-09-04T17:58:30.044Z AMC与Robinhood就代币化股票公开交锋,监管灰色地带引争议 https://www.nashnova.com/zh/feed/special/limited-details-at-cybercab-launch-send-tesla-stock-down-over-6-percent-11584 nashnova zh-cn 2026-09-04T17:43:20.205Z Cybercab发布信息有限,特斯拉股价跌逾6% https://www.nashnova.com/zh/feed/special/magnificent-sevens-correlation-with-momentum-factor-turns-negative-for-the-first-11583 nashnova zh-cn 2026-09-04T17:37:53.236Z 七巨头与动能因子相关性首度转负 https://www.nashnova.com/zh/feed/special/feds-hammack-the-time-has-come-for-monetary-policy-to-address-inflation-11582 nashnova zh-cn 2026-09-04T16:57:55.652Z 美联储哈马克:货币政策应对通胀的时机已到 https://www.nashnova.com/zh/feed/special/u-s-and-china-to-launch-dedicated-ai-safety-dialogue-in-mid-september-11581 nashnova zh-cn 2026-09-04T16:43:28.822Z 中美9月中旬启动AI安全专项对话 https://www.nashnova.com/zh/feed/special/doubleline-alphabet-and-amazon-bonds-look-attractive-after-ai-selloff-11580 nashnova zh-cn 2026-09-04T16:28:20.387Z DoubleLine:AI抛售后谷歌母公司和亚马逊债券具吸引力 https://www.nashnova.com/zh/feed/special/s-and-p-500-quarterly-rebalancing-imminent-twilio-bloom-energy-among-top-11579 nashnova zh-cn 2026-09-04T15:48:03.699Z 标普500季度调仓在即 Twilio、Bloom Energy等入选呼声最高 https://www.nashnova.com/zh/feed/special/u-s-treasury-etfs-see-largest-weekly-outflows-in-nearly-two-decades-11578 nashnova zh-cn 2026-09-04T15:47:56.172Z 美国国债ETF单周资金外流创约二十年最大 https://www.nashnova.com/zh/feed/special/s-and-p-warns-hyperscale-cloud-providers-face-opaque-ai-returns-rating-headroom-11577 nashnova zh-cn 2026-09-04T15:23:39.066Z 标普警告:超大规模云计算商AI回报不透明,评级空间收窄 https://www.nashnova.com/zh/feed/special/samsung-and-arm-partner-to-develop-2nm-on-device-ai-chips-openai-potentially-a-11576 nashnova zh-cn 2026-09-04T15:13:20.084Z 三星与Arm联手开发2nm端侧AI芯片,OpenAI或为目标客户 https://www.nashnova.com/zh/feed/special/citi-pushes-back-fed-rate-cut-forecast-to-2027-11575 nashnova zh-cn 2026-09-04T15:12:45.615Z 花旗将美联储降息预测推迟至2027年 https://www.nashnova.com/zh/feed/special/blue-owl-plans-to-package-6-5-billion-in-data-center-assets-for-public-listing-11574 nashnova zh-cn 2026-09-04T14:58:04.751Z Blue Owl拟将65亿美元数据中心资产打包上市 https://www.nashnova.com/zh/feed/special/nvidia-builds-99-billion-equity-investment-portfolio-in-two-years-11572 nashnova zh-cn 2026-09-04T14:33:41.928Z 英伟达两年构建990亿美元股权投资组合 https://www.nashnova.com/zh/feed/special/stellantis-in-talks-on-huawei-jac-collaboration-aims-to-revive-maserati-via-11573 nashnova zh-cn 2026-09-04T14:33:26.454Z Stellantis洽谈华为江淮合作,拟借鸿蒙平台重振玛莎拉蒂 https://www.nashnova.com/zh/feed/special/crypto-fund-net-inflows-hit-highest-in-five-weeks-since-october-2025-11571 nashnova zh-cn 2026-09-04T13:52:43.788Z 加密货币基金五周净流入创2025年10月以来新高 https://www.nashnova.com/zh/feed/special/bessent-announces-eu-joining-iran-sanctions-effort-but-divergence-emerges-over-11570 nashnova zh-cn 2026-09-04T13:33:33.535Z 贝森特宣布欧盟加入对伊朗制裁行动,欧盟声明措辞存分歧 https://www.nashnova.com/zh/feed/special/abu-dhabi-ai-firm-g42-considers-bringing-in-u-s-shareholders-to-secure-chip-11569 nashnova zh-cn 2026-09-04T13:33:05.129Z 阿布扎比AI公司G42考虑引入美国股东以保障芯片获取 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https://www.nashnova.com/zh/feed/special/roubini-rising-yields-signal-ai-driven-growth-not-a-fiscal-crisis-11557 nashnova zh-cn 2026-09-04T11:13:22.905Z 鲁比尼:收益率上升是AI驱动增长信号,非财政危机前兆 https://www.nashnova.com/zh/feed/special/nvidias-12-9-billion-acquisition-of-hugging-face-a-defensive-move-to-secure-the-11558 nashnova zh-cn 2026-09-04T11:13:17.835Z 英伟达129亿美元收购Hugging Face:防御性卡位AI开源生态 https://www.nashnova.com/zh/feed/special/fhfa-orders-fannie-mae-and-freddie-mac-to-open-vantagescore-to-all-lenders-fico-11556 nashnova zh-cn 2026-09-04T11:03:01.524Z FHFA命令房利美房地美向所有贷款机构开放VantageScore,FICO股价跌3.4% https://www.nashnova.com/zh/feed/special/global-money-market-funds-see-46-1-billion-weekly-net-inflow-hitting-a-near-one-11555 nashnova zh-cn 2026-09-04T10:53:41.643Z 全球货币基金单周净流入461亿美元,创近一个月新高 https://www.nashnova.com/zh/feed/special/citi-the-worst-may-be-over-for-european-cyclicals-autumn-presents-a-buying-11554 nashnova zh-cn 2026-09-04T10:53:15.357Z 花旗:欧洲周期股最艰难时期或已过去,秋季是布局良机 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https://www.nashnova.com/zh-hant/feed/special/trump-administration-pressures-the-fed-from-multiple-fronts-warning-rate-hikes-11608 nashnova zh-tw 2026-09-05T18:23:22.193Z 特朗普政府多方施壓美聯儲,警告加息將損害經濟 https://www.nashnova.com/zh-hant/feed/special/bofa-and-citi-diverge-on-august-cpi-forecasts-september-rate-hike-path-remains-11607 nashnova zh-tw 2026-09-05T12:48:29.343Z 美銀花旗對8月CPI預測分歧,9月加息路徑懸而未決 https://www.nashnova.com/zh-hant/feed/special/u-s-treasury-selloff-pressure-spreads-to-junk-rated-borrowers-as-defaults-rise-11606 nashnova zh-tw 2026-09-05T11:23:12.724Z 美債拋售壓力傳導至垃圾級借款人,違約規模年內升至401億美元 https://www.nashnova.com/zh-hant/feed/special/u-s-envoys-witkoff-and-kushner-arrive-in-moscow-to-push-for-russia-ukraine-11605 nashnova zh-tw 2026-09-05T10:53:38.624Z 美國特使維特科夫、庫什納抵莫斯科推動俄烏停火 https://www.nashnova.com/zh-hant/feed/special/trump-threatens-u-s-bond-holding-nations-with-military-force-analysts-say-it-11604 nashnova zh-tw 2026-09-05T08:37:55.206Z 特朗普以軍事威脅美債持有國,分析稱將加速美元下行 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https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-bullish-on-structural-yen-appreciation-morgan-stanley-warns-of-11598 nashnova zh-tw 2026-09-05T04:38:19.654Z 高盛看多日圓結構性升值,大摩警惕政策落空風險 https://www.nashnova.com/zh-hant/feed/special/japan-u-s-550-billion-investment-agreement-negotiations-make-progress-ai-and-11597 nashnova zh-tw 2026-09-05T03:42:59.442Z 日美5500億美元投資協議談判取得進展,AI與晶片權重提升 https://www.nashnova.com/zh-hant/feed/special/hong-kongs-first-five-year-plan-focuses-on-expanding-offshore-rmb-usage-11596 nashnova zh-tw 2026-09-05T03:42:50.716Z 香港首份五年規劃聚焦擴大離岸人民幣使用 https://www.nashnova.com/zh-hant/feed/special/canadas-share-of-exports-to-the-u-s-falls-to-66-3-percent-hitting-a-nearly-30-11595 nashnova zh-tw 2026-09-05T02:03:22.122Z 加拿大對美出口佔比跌至66.3% 創近三十年新低 https://www.nashnova.com/zh-hant/feed/special/chinese-listed-companies-earnings-up-26-percent-yet-csi-300-down-9-percent-11594 nashnova zh-tw 2026-09-05T00:38:29.784Z 中國上市公司盈利增26%,CSI 300卻跌9% 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https://www.nashnova.com/zh-hant/feed/special/anthropic-ipo-underwriters-confirmed-morgan-stanley-to-lead-listing-at-2-11588 nashnova zh-tw 2026-09-04T19:53:28.911Z Anthropic IPO承銷商落定,摩根士丹利領銜估值2萬億美元上市 https://www.nashnova.com/zh-hant/feed/special/global-dram-q2-market-size-hits-record-high-up-55-9-percent-qoq-11587 nashnova zh-tw 2026-09-04T19:27:55.900Z 全球DRAM第二季市場規模創歷史新高,環比增55.9% https://www.nashnova.com/zh-hant/feed/special/bessent-oil-prices-could-drop-to-40-after-iran-conflict-ends-potentially-pulling-11586 nashnova zh-tw 2026-09-04T19:08:08.823Z 貝森特:伊朗衝突結束後油價或跌至40美元,將拉低美債收益率 https://www.nashnova.com/zh-hant/feed/special/amc-and-robinhood-clash-publicly-over-tokenized-stocks-as-regulatory-gray-area-11585 nashnova zh-tw 2026-09-04T17:58:30.044Z AMC與Robinhood就代幣化股票公開交鋒,監管灰色地帶引爭議 https://www.nashnova.com/zh-hant/feed/special/limited-details-at-cybercab-launch-send-tesla-stock-down-over-6-percent-11584 nashnova zh-tw 2026-09-04T17:43:20.205Z Cybercab發布資訊有限,特斯拉股價跌逾6% 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https://www.nashnova.com/zh-hant/feed/special/u-s-treasury-etfs-see-largest-weekly-outflows-in-nearly-two-decades-11578 nashnova zh-tw 2026-09-04T15:47:56.172Z 美國國債ETF單週資金外流創約二十年最大 https://www.nashnova.com/zh-hant/feed/special/s-and-p-warns-hyperscale-cloud-providers-face-opaque-ai-returns-rating-headroom-11577 nashnova zh-tw 2026-09-04T15:23:39.066Z 標普警告:超大規模雲端運算商AI回報不透明,評級空間收窄 https://www.nashnova.com/zh-hant/feed/special/samsung-and-arm-partner-to-develop-2nm-on-device-ai-chips-openai-potentially-a-11576 nashnova zh-tw 2026-09-04T15:13:20.084Z 三星與Arm聯手開發2nm端側AI晶片,OpenAI或為目標客戶 https://www.nashnova.com/zh-hant/feed/special/citi-pushes-back-fed-rate-cut-forecast-to-2027-11575 nashnova zh-tw 2026-09-04T15:12:45.615Z 花旗將美聯儲降息預測推遲至2027年 https://www.nashnova.com/zh-hant/feed/special/blue-owl-plans-to-package-6-5-billion-in-data-center-assets-for-public-listing-11574 nashnova zh-tw 2026-09-04T14:58:04.751Z Blue Owl擬將65億美元數據中心資產打包上市 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