https://www.nashnova.com/feed/special/jefferies-forecasts-nvidia-q2-revenue-at-95-billion-potentially-the-largest-beat-10100 nashnova en 2026-08-20T18:39:12.233Z Jefferies Forecasts NVIDIA Q2 Revenue at $95 Billion, Potentially the Largest Beat in History https://www.nashnova.com/feed/special/anthropics-planned-ipo-could-surpass-spacex-as-the-largest-in-history-10099 nashnova en 2026-08-20T18:09:05.108Z Anthropic's Planned IPO Could Surpass SpaceX as the Largest in History https://www.nashnova.com/feed/special/morgan-stanley-apple-app-store-monthly-revenue-posts-first-year-over-year-10098 nashnova en 2026-08-20T17:54:05.600Z Morgan Stanley: Apple App Store Monthly Revenue Posts First Year-over-Year Decline in Four Years https://www.nashnova.com/feed/special/apples-new-ceo-john-ternus-takes-over-in-two-weeks-may-adjust-ai-spending-10097 nashnova en 2026-08-20T17:43:44.499Z Apple's New CEO John Ternus Takes Over in Two Weeks, May Adjust AI Spending Strategy https://www.nashnova.com/feed/special/nvidia-leverages-its-balance-sheet-to-position-for-the-next-phase-of-ai-10096 nashnova en 2026-08-20T17:34:04.338Z Nvidia Leverages Its Balance Sheet to Position for the Next Phase of AI https://www.nashnova.com/feed/special/nvidia-plans-small-batch-shipments-of-custom-ai-chips-to-china-within-this-year-10095 nashnova en 2026-08-20T17:24:14.150Z Nvidia Plans Small-Batch Shipments of Custom AI Chips to China Within This Year https://www.nashnova.com/feed/special/citi-turns-bearish-on-the-dollar-cuts-3-month-dollar-index-target-to-98-34-10094 nashnova en 2026-08-20T17:13:59.508Z Citi Turns Bearish on the Dollar, Cuts 3-Month Dollar Index Target to 98.34 https://www.nashnova.com/feed/special/bernstein-upgrades-analog-chip-giant-adi-to-outperform-10093 nashnova en 2026-08-20T16:43:51.136Z Bernstein Upgrades Analog Chip Giant ADI to Outperform https://www.nashnova.com/feed/special/bessent-u-s-budget-deficit-has-most-likely-peaked-10092 nashnova en 2026-08-20T16:38:56.984Z Bessent: U.S. Budget Deficit Has 'Most Likely' Peaked https://www.nashnova.com/feed/special/token-prices-drop-40-percent-yet-enterprise-ai-spending-rises-50-percent-jevons-10091 nashnova en 2026-08-20T16:29:01.570Z Token Prices Drop 40% Yet Enterprise AI Spending Rises 50%: Jevons Paradox Emerges https://www.nashnova.com/feed/special/bond-veteran-credit-spreads-near-30-year-lows-risk-reward-no-longer-attractive-10090 nashnova en 2026-08-20T16:14:11.304Z Bond Veteran: Credit Spreads Near 30-Year Lows, Risk-Reward No Longer Attractive https://www.nashnova.com/feed/special/st-louis-fed-president-musalem-not-prejudging-september-fomc-rate-decision-10089 nashnova en 2026-08-20T16:03:35.248Z St. Louis Fed President Musalem: Not Prejudging September FOMC Rate Decision https://www.nashnova.com/feed/special/japans-foreign-currency-deposits-surge-nearly-4-trillion-in-a-single-quarter-10088 nashnova en 2026-08-20T15:44:10.463Z Japan's Foreign Currency Deposits Surge Nearly ¥4 Trillion in a Single Quarter, Marking the Largest Increase Since Liberalization in 1998 https://www.nashnova.com/feed/special/nomura-report-advanced-packaging-equipment-expanding-from-cowos-to-hybrid-10087 nashnova en 2026-08-20T15:30:20.225Z Nomura Report: Advanced Packaging Equipment Expanding from CoWoS to Hybrid Bonding — Who Benefits Most? https://www.nashnova.com/feed/special/bessent-u-s-unlikely-to-resume-large-scale-military-action-against-iran-shifting-10086 nashnova en 2026-08-20T15:28:42.644Z Bessent: U.S. Unlikely to Resume Large-Scale Military Action Against Iran, Shifting Toward Stronger Economic Pressure https://www.nashnova.com/feed/special/bessent-treasury-buybacks-could-exceed-4-billion-per-operation-aiming-to-10085 nashnova en 2026-08-20T15:23:56.223Z Bessent: Treasury Buybacks Could Exceed $4 Billion Per Operation, Aiming to Suppress Long-End Yields https://www.nashnova.com/feed/special/chinas-rare-earth-exports-to-u-s-rebound-while-controls-on-japan-continue-to-10084 nashnova en 2026-08-20T15:14:53.637Z China's Rare Earth Exports to U.S. Rebound While Controls on Japan Continue to Tighten https://www.nashnova.com/feed/special/switzerland-and-china-reach-new-trade-agreement-99-8-percent-of-exports-tariff-10083 nashnova en 2026-08-20T15:13:46.142Z Switzerland and China Reach New Trade Agreement, 99.8% of Exports Tariff-Free https://www.nashnova.com/feed/special/russias-gold-reserves-drop-to-lowest-level-in-over-six-years-10082 nashnova en 2026-08-20T15:03:51.113Z Russia's Gold Reserves Drop to Lowest Level in Over Six Years https://www.nashnova.com/feed/special/franklin-templeton-receives-first-sec-approval-to-integrate-tokenized-assets-10081 nashnova en 2026-08-20T14:56:04.243Z Franklin Templeton Receives First SEC Approval to Integrate Tokenized Assets into Traditional Funds https://www.nashnova.com/feed/special/goldman-sachs-data-mutual-funds-significantly-underweight-nvidia-and-ai-stocks-10080 nashnova en 2026-08-20T14:54:55.625Z Goldman Sachs Data: Mutual Funds Significantly Underweight NVIDIA and AI Stocks https://www.nashnova.com/feed/special/u-s-leading-indicators-rise-in-july-as-six-month-growth-rate-turns-positive-for-10079 nashnova en 2026-08-20T14:53:54.445Z U.S. Leading Indicators Rise in July as Six-Month Growth Rate Turns Positive for First Time in Four Years https://www.nashnova.com/feed/special/monte-dei-paschi-board-approves-simultaneous-bids-for-bpm-and-generalis-banca-10078 nashnova en 2026-08-20T14:49:06.939Z Monte dei Paschi Board Approves Simultaneous Bids for BPM and Generali's Banca Generali https://www.nashnova.com/feed/special/waymos-in-house-autonomous-driving-chip-enters-mass-production-computing-power-10077 nashnova en 2026-08-20T14:23:55.806Z Waymo's In-House Autonomous Driving Chip Enters Mass Production, Computing Power Exceeds 1,000 TOPS Rivaling NVIDIA https://www.nashnova.com/feed/special/s-and-p-500-dividend-yield-falls-behind-treasuries-ending-a-decade-long-10076 nashnova en 2026-08-20T14:19:38.068Z S&P 500 Dividend Yield Falls Behind Treasuries, Ending a Decade-Long Advantage https://www.nashnova.com/feed/special/u-s-financial-sector-price-to-book-ratio-rises-to-2-3x-approaching-20-year-high-10075 nashnova en 2026-08-20T14:18:44.052Z U.S. Financial Sector Price-to-Book Ratio Rises to 2.3x, Approaching 20-Year High https://www.nashnova.com/feed/special/warsh-to-speak-at-jackson-hole-as-fed-credibility-faces-test-10074 nashnova en 2026-08-20T14:13:33.849Z Warsh to Speak at Jackson Hole as Fed Credibility Faces Test https://www.nashnova.com/feed/special/ubs-teardown-of-huawei-atlas-950-super-node-bullish-on-smic-amec-montage-tech-10073 nashnova en 2026-08-20T13:39:49.884Z UBS Teardown of Huawei Atlas 950 Super Node: Bullish on SMIC, AMEC, Montage Tech and More https://www.nashnova.com/feed/special/sf-feds-daly-bond-market-signals-credible-monetary-policy-stance-10072 nashnova en 2026-08-20T13:33:49.159Z SF Fed's Daly: Bond Market Signals Credible Monetary Policy Stance https://www.nashnova.com/feed/special/super-micro-completes-independent-review-executives-unaware-of-export-violations-10071 nashnova en 2026-08-20T13:29:05.821Z Super Micro Completes Independent Review: Executives Unaware of Export Violations https://www.nashnova.com/feed/special/bitcoin-surges-11-percent-in-two-days-to-near-two-month-high-cftc-will-set-own-10070 nashnova en 2026-08-20T13:21:51.181Z Bitcoin Surges 11% in Two Days to Near Two-Month High; CFTC: Will Set Own Rules If Legislation Fails https://www.nashnova.com/feed/special/u-s-national-debt-surpasses-historic-40-trillion-mark-10069 nashnova en 2026-08-20T13:20:30.938Z U.S. National Debt Surpasses Historic $40 Trillion Mark https://www.nashnova.com/feed/special/former-cleveland-fed-president-mester-rate-hikes-are-more-appropriate-now-10068 nashnova en 2026-08-20T13:19:31.232Z Former Cleveland Fed President Mester: Rate Hikes Are More Appropriate Now https://www.nashnova.com/feed/special/jcet-reports-h1-net-profit-of-845-million-yuan-up-79-percent-yoy-10067 nashnova en 2026-08-20T13:18:41.655Z JCET Reports H1 Net Profit of 845 Million Yuan, Up 79% YoY https://www.nashnova.com/feed/special/u-s-stock-futures-fall-oil-breaks-above-94-long-bond-yields-rebound-erasing-10066 nashnova en 2026-08-20T12:44:39.869Z U.S. Stock Futures Fall, Oil Breaks Above $94, Long-Bond Yields Rebound Erasing Treasury Intervention Effects https://www.nashnova.com/feed/special/chinese-ai-firms-face-computing-power-constraints-high-quality-inference-still-10065 nashnova en 2026-08-20T12:41:54.930Z Chinese AI Firms Face Computing Power Constraints; High-Quality Inference Still Relies on Nvidia Chips https://www.nashnova.com/feed/special/ceasefire-drives-chinas-july-gulf-crude-imports-to-double-mom-analysts-warn-of-10064 nashnova en 2026-08-20T12:40:53.766Z Ceasefire Drives China's July Gulf Crude Imports to Double MoM, Analysts Warn of Uncertain Follow-Through Demand https://www.nashnova.com/feed/special/philadelphia-fed-manufacturing-index-surges-to-47-4-in-august-far-exceeding-10063 nashnova en 2026-08-20T12:40:05.138Z Philadelphia Fed Manufacturing Index Surges to 47.4 in August, Far Exceeding Expectations https://www.nashnova.com/feed/special/u-s-initial-jobless-claims-fall-to-206k-better-than-expected-10062 nashnova en 2026-08-20T12:39:16.610Z U.S. Initial Jobless Claims Fall to 206K, Better Than Expected https://www.nashnova.com/feed/special/micron-technology-plans-to-invest-10-billion-in-u-s-memory-research-lab-over-the-10061 nashnova en 2026-08-20T12:38:24.088Z Micron Technology Plans to Invest $10 Billion in U.S. Memory Research Lab Over the Next Decade https://www.nashnova.com/feed/special/hans-cnc-reports-h1-revenue-doubling-and-263-percent-net-profit-surge-driven-by-10060 nashnova en 2026-08-20T12:13:55.088Z Han's CNC Reports H1 Revenue Doubling and 263% Net Profit Surge, Driven by Explosive AI Computing PCB Demand https://www.nashnova.com/feed/special/morgan-stanley-upgrades-merck-to-overweight-raises-price-target-to-179-10059 nashnova en 2026-08-20T12:09:11.071Z Morgan Stanley Upgrades Merck to Overweight, Raises Price Target to $179 https://www.nashnova.com/feed/special/goertek-posts-cny-40b-revenue-in-h1-ai-glasses-push-accelerates-10058 nashnova en 2026-08-20T12:00:27.781Z GoerTek Posts CNY 40B Revenue in H1; AI Glasses Push Accelerates https://www.nashnova.com/feed/special/hft-giant-hrt-signs-multi-billion-dollar-ai-cloud-contract-with-coreweave-10057 nashnova en 2026-08-20T11:59:00.288Z HFT Giant HRT Signs Multi-Billion Dollar AI Cloud Contract with CoreWeave https://www.nashnova.com/feed/special/xrp-surges-15-percent-in-a-single-day-as-on-chain-transactions-show-banking-10056 nashnova en 2026-08-20T11:44:40.392Z XRP Surges 15% in a Single Day as On-Chain Transactions Show "Banking Hours" Concentration Pattern https://www.nashnova.com/feed/special/indias-stock-market-underperformance-vs-emerging-markets-hits-widest-gap-in-10055 nashnova en 2026-08-20T11:33:36.070Z India's Stock Market Underperformance vs. Emerging Markets Hits Widest Gap in Nearly 30 Years https://www.nashnova.com/feed/special/u-s-reportedly-plans-to-cut-canada-steel-and-aluminum-tariffs-to-25-percent-and-10054 nashnova en 2026-08-20T11:18:44.956Z U.S. Reportedly Plans to Cut Canada Steel & Aluminum Tariffs to 25% and Auto Tariffs to 15% https://www.nashnova.com/feed/special/citic-securities-reports-h1-2026-net-profit-of-23-3-billion-yuan-up-70-percent-10053 nashnova en 2026-08-20T11:10:14.604Z CITIC Securities Reports H1 2026 Net Profit of 23.3 Billion Yuan, Up 70% YoY https://www.nashnova.com/feed/special/meta-has-become-one-of-microsoft-azures-largest-ai-customers-10052 nashnova en 2026-08-20T11:09:10.417Z Meta Has Become One of Microsoft Azure's Largest AI Customers https://www.nashnova.com/feed/special/china-tourism-group-duty-free-reports-h1-net-profit-of-3-106-billion-yuan-up-19-10051 nashnova en 2026-08-20T11:08:24.125Z China Tourism Group Duty Free Reports H1 Net Profit of 3.106 Billion Yuan, Up 19.49% YoY https://www.nashnova.com/feed/special/muyuan-foods-reports-net-loss-of-6-08-billion-yuan-in-h1-as-low-hog-prices-turn-10050 nashnova en 2026-08-20T11:04:33.436Z Muyuan Foods Reports Net Loss of 6.08 Billion Yuan in H1 as Low Hog Prices Turn Operating Cash Flow Negative https://www.nashnova.com/feed/special/uber-cashes-out-472-million-by-selling-aurora-innovation-shares-10049 nashnova en 2026-08-20T10:43:34.734Z Uber Cashes Out $472 Million by Selling Aurora Innovation Shares https://www.nashnova.com/feed/special/at1-bond-volatility-hits-record-low-as-spreads-drop-below-200bps-sparking-10048 nashnova en 2026-08-20T10:31:01.370Z AT1 Bond Volatility Hits Record Low as Spreads Drop Below 200bps, Sparking Warnings of Excessive Optimism https://www.nashnova.com/feed/special/barclays-structural-shift-in-u-s-treasury-buyer-base-valuation-sensitivity-10047 nashnova en 2026-08-20T10:29:41.379Z Barclays: Structural Shift in U.S. Treasury Buyer Base, Valuation Sensitivity Rising Significantly https://www.nashnova.com/feed/special/economist-warns-two-key-u-s-indicators-are-flashing-red-recession-could-arrive-10046 nashnova en 2026-08-20T10:22:12.843Z Economist Warns Two Key U.S. Indicators Are Flashing Red, Recession "Could Arrive at Any Time" https://www.nashnova.com/feed/special/ai-equity-gains-boost-s-and-p-500-q2-earnings-growth-to-52-percent-10045 nashnova en 2026-08-20T10:20:55.112Z AI Equity Gains Boost S&P 500 Q2 Earnings Growth to 52% https://www.nashnova.com/feed/special/bundesbank-plunging-river-water-levels-drag-on-industry-and-exports-10044 nashnova en 2026-08-20T10:19:39.658Z Bundesbank: Plunging River Water Levels Drag on Industry and Exports https://www.nashnova.com/feed/special/ant-group-q2-net-profit-rises-1-percent-yoy-to-approximately-rmb-4-7-billion-10043 nashnova en 2026-08-20T10:18:42.255Z Ant Group Q2 Net Profit Rises 1% YoY to Approximately RMB 4.7 Billion https://www.nashnova.com/feed/special/ping-an-of-china-reports-h1-net-profit-of-92-585-billion-yuan-up-36-percent-yoy-10042 nashnova en 2026-08-20T10:14:35.066Z Ping An of China Reports H1 Net Profit of 92.585 Billion Yuan, Up 36% YoY https://www.nashnova.com/feed/special/morgan-stanley-tanker-earnings-cycle-may-extend-through-2028-10041 nashnova en 2026-08-20T10:10:43.578Z Morgan Stanley: Tanker Earnings Cycle May Extend Through 2028 https://www.nashnova.com/feed/special/southbound-funds-net-sold-hk-10-4-billion-on-august-20-tracker-fund-dumped-over-10040 nashnova en 2026-08-20T10:09:40.572Z Southbound Funds Net Sold HK$10.4 Billion on August 20, Tracker Fund Dumped Over HK$2.7 Billion https://www.nashnova.com/feed/special/x-explores-using-stablecoins-to-pay-creator-royalties-10039 nashnova en 2026-08-20T09:53:58.797Z X Explores Using Stablecoins to Pay Creator Royalties https://www.nashnova.com/feed/special/fidelity-international-plans-to-exit-chinas-wholly-owned-mutual-fund-business-10038 nashnova en 2026-08-20T09:48:46.542Z Fidelity International Plans to Exit China's Wholly-Owned Mutual Fund Business https://www.nashnova.com/feed/special/frequent-off-grid-power-failures-at-hyperscale-data-centers-with-downtime-costs-10037 nashnova en 2026-08-20T09:44:06.773Z Frequent Off-Grid Power Failures at Hyperscale Data Centers, with Downtime Costs Reaching Tens of Millions of Dollars https://www.nashnova.com/feed/special/alibaba-fy2026-q1-revenue-reaches-rmb-268-95-billion-slightly-beating-10036 nashnova en 2026-08-20T09:38:47.110Z Alibaba FY2026 Q1 Revenue Reaches RMB 268.95 Billion, Slightly Beating Expectations https://www.nashnova.com/feed/special/ipad-air-may-mark-a-turning-point-for-it-oled-scale-up-as-boe-competes-for-10035 nashnova en 2026-08-20T09:14:49.115Z iPad Air May Mark a Turning Point for IT OLED Scale-Up as BOE Competes for Apple's Supply Chain https://www.nashnova.com/feed/special/hong-kong-stocks-close-up-0-8-percent-on-aug-20-as-mrna-vaccine-breakthrough-10034 nashnova en 2026-08-20T09:10:11.014Z Hong Kong Stocks Close Up 0.8% on Aug 20 as mRNA Vaccine Breakthrough Ignites Biotech Sector https://www.nashnova.com/feed/special/netease-q2-revenue-beats-expectations-at-30-1-billion-yuan-but-adjusted-eps-10033 nashnova en 2026-08-20T09:08:40.133Z NetEase Q2 Revenue Beats Expectations at 30.1 Billion Yuan, but Adjusted EPS Misses https://www.nashnova.com/feed/special/china-telecom-reports-h1-net-profit-of-19-588-billion-yuan-down-14-9-percent-yoy-10032 nashnova en 2026-08-20T08:55:00.919Z China Telecom Reports H1 Net Profit of 19.588 Billion Yuan, Down 14.9% YoY https://www.nashnova.com/feed/special/north-korea-suspected-of-launching-ballistic-missile-landing-in-waters-outside-10031 nashnova en 2026-08-20T08:53:48.902Z North Korea Suspected of Launching Ballistic Missile Landing in Waters Outside Japan's Exclusive Economic Zone https://www.nashnova.com/feed/special/pop-mart-reports-h1-revenue-of-rmb-17-17-billion-and-net-profit-of-rmb-5-04-10030 nashnova en 2026-08-20T08:43:51.577Z Pop Mart Reports H1 Revenue of RMB 17.17 Billion and Net Profit of RMB 5.04 Billion, Both Missing Expectations https://www.nashnova.com/feed/special/jpmorgan-treasury-buybacks-treat-symptoms-not-causes-long-end-rate-pressure-10029 nashnova en 2026-08-20T08:29:13.167Z JPMorgan: Treasury Buybacks Treat Symptoms Not Causes, Long-End Rate Pressure Remains https://www.nashnova.com/feed/special/moderna-surges-177-percent-in-a-single-day-marking-the-s-and-p-500s-largest-one-10028 nashnova en 2026-08-20T08:24:06.165Z Moderna Surges 177% in a Single Day, Marking the S&P 500's Largest One-Day Gain This Century https://www.nashnova.com/feed/special/chinas-global-lcd-panel-share-surpasses-70-percent-approaching-80-percent-10027 nashnova en 2026-08-20T08:19:06.832Z China's Global LCD Panel Share Surpasses 70%, Approaching 80% https://www.nashnova.com/feed/special/unitree-robotics-ceo-wang-xingxing-home-robots-must-complete-80-percent-of-tasks-10026 nashnova en 2026-08-20T08:17:49.813Z Unitree Robotics CEO Wang Xingxing: Home Robots Must Complete 80% of Tasks to Reach Mass Adoption Threshold https://www.nashnova.com/feed/special/taiwans-2027-tax-revenue-forecast-hits-record-nt-3-52-trillion-10025 nashnova en 2026-08-20T08:16:31.780Z Taiwan's 2027 Tax Revenue Forecast Hits Record NT$3.52 Trillion https://www.nashnova.com/feed/special/chinas-banking-sector-shifts-to-short-term-repo-rate-pricing-heightening-net-10024 nashnova en 2026-08-20T08:15:39.303Z China's Banking Sector Shifts to Short-Term Repo Rate Pricing, Heightening Net Interest Margin Pressure https://www.nashnova.com/feed/special/taiwan-cabinet-approves-record-35-1-billion-defense-budget-for-2027-10023 nashnova en 2026-08-20T08:14:35.774Z Taiwan Cabinet Approves Record $35.1 Billion Defense Budget for 2027 https://www.nashnova.com/feed/special/futu-holdings-q2-revenue-hits-918m-beating-expectations-with-35-7-percent-growth-10022 nashnova en 2026-08-20T08:13:39.965Z Futu Holdings Q2 Revenue Hits $918M, Beating Expectations with 35.7% Growth https://www.nashnova.com/feed/special/australia-legislates-to-force-tech-giants-to-pay-for-news-10021 nashnova en 2026-08-20T08:08:41.621Z Australia Legislates to Force Tech Giants to Pay for News https://www.nashnova.com/feed/special/chinas-ministry-of-commerce-opposes-u-s-section-232-tariffs-on-drones-10020 nashnova en 2026-08-20T07:38:31.593Z China's Ministry of Commerce Opposes U.S. Section 232 Tariffs on Drones https://www.nashnova.com/feed/special/nomura-election-year-historical-patterns-and-cooling-inflation-constrain-the-10019 nashnova en 2026-08-20T07:19:25.504Z Nomura: Election Year Historical Patterns and Cooling Inflation Constrain the Fed's Room to Turn Hawkish https://www.nashnova.com/feed/special/bofa-raises-price-targets-on-10-software-stocks-as-ai-disruption-fears-fade-10018 nashnova en 2026-08-20T07:09:06.605Z BofA Raises Price Targets on 10 Software Stocks as AI Disruption Fears Fade https://www.nashnova.com/feed/special/samsungs-texas-fab-2-to-break-ground-by-year-end-as-equipment-certification-10017 nashnova en 2026-08-20T06:59:01.279Z Samsung's Texas Fab 2 to Break Ground by Year-End as Equipment Certification Begins Early https://www.nashnova.com/feed/special/investors-shift-to-italian-bonds-as-french-debt-risk-premium-climbs-10016 nashnova en 2026-08-20T06:38:56.213Z Investors Shift to Italian Bonds as French Debt Risk Premium Climbs https://www.nashnova.com/feed/special/china-luxury-sales-plunge-over-10-percent-in-july-as-tax-policies-weigh-on-high-10015 nashnova en 2026-08-20T06:34:02.227Z China Luxury Sales Plunge Over 10% in July as Tax Policies Weigh on High-End Consumption https://www.nashnova.com/feed/special/marvells-12-2b-warrants-from-google-filling-tpu-ecosystem-gaps-not-replacing-10014 nashnova en 2026-08-20T06:10:40.156Z Marvell's $12.2B Warrants from Google: Filling TPU Ecosystem Gaps, Not Replacing Broadcom https://www.nashnova.com/feed/special/sk-hynix-builds-hbm-co-design-team-in-silicon-valley-adjacent-to-nvidia-and-amd-10013 nashnova en 2026-08-20T06:09:19.946Z SK Hynix Builds HBM Co-Design Team in Silicon Valley, Adjacent to Nvidia and AMD https://www.nashnova.com/feed/special/chery-automobile-h1-2026-revenue-reaches-143-28-billion-yuan-shareholder-profit-10012 nashnova en 2026-08-20T04:54:38.798Z Chery Automobile H1 2026 Revenue Reaches 143.28 Billion Yuan, Shareholder Profit Down 11.7% YoY https://www.nashnova.com/feed/special/shanghai-cuts-down-payment-ratio-for-second-homes-outside-outer-ring-to-15-10011 nashnova en 2026-08-20T04:53:40.489Z Shanghai Cuts Down Payment Ratio for Second Homes Outside Outer Ring to 15% https://www.nashnova.com/feed/special/china-restricts-exports-of-germanium-quartz-and-permanent-magnet-materials-to-10010 nashnova en 2026-08-20T04:49:07.470Z China Restricts Exports of Germanium, Quartz, and Permanent Magnet Materials to Taiwan https://www.nashnova.com/feed/special/credit-spreads-widen-for-ai-tech-giants-strategists-say-its-a-supply-shock-not-a-10009 nashnova en 2026-08-20T04:28:54.379Z Credit Spreads Widen for AI Tech Giants; Strategists Say It's a Supply Shock, Not a Default Signal 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Buyback https://www.nashnova.com/zh/feed/special/ai-12-percent-650-10102 nashnova zh-cn 2026-08-20T19:25:19.663Z 阿里AI云利润率升至12%，自研芯片覆盖650家客户 https://www.nashnova.com/zh/feed/special/10101 nashnova zh-cn 2026-08-20T19:23:59.498Z 币安两名员工在阿联酋机场被拘，涉金融犯罪调查 https://www.nashnova.com/zh/feed/special/jefferies-forecasts-nvidia-q2-revenue-at-95-billion-potentially-the-largest-beat-10100 nashnova zh-cn 2026-08-20T18:39:12.233Z 杰富瑞预测英伟达Q2营收达950亿美元，或创史上最大超预期 https://www.nashnova.com/zh/feed/special/anthropics-planned-ipo-could-surpass-spacex-as-the-largest-in-history-10099 nashnova zh-cn 2026-08-20T18:09:05.108Z Anthropic拟IPO规模或超SpaceX史上最大纪录 https://www.nashnova.com/zh/feed/special/morgan-stanley-apple-app-store-monthly-revenue-posts-first-year-over-year-10098 nashnova zh-cn 2026-08-20T17:54:05.600Z 摩根士丹利：苹果App Store月收入四年来首现同比下滑 https://www.nashnova.com/zh/feed/special/apples-new-ceo-john-ternus-takes-over-in-two-weeks-may-adjust-ai-spending-10097 nashnova zh-cn 2026-08-20T17:43:44.499Z 苹果新任CEO约翰·特纳斯两周后上任，或调整AI支出策略 https://www.nashnova.com/zh/feed/special/nvidia-leverages-its-balance-sheet-to-position-for-the-next-phase-of-ai-10096 nashnova zh-cn 2026-08-20T17:34:04.338Z 英伟达借资产负债表布局AI下一阶段 https://www.nashnova.com/zh/feed/special/nvidia-plans-small-batch-shipments-of-custom-ai-chips-to-china-within-this-year-10095 nashnova zh-cn 2026-08-20T17:24:14.150Z 英伟达拟年内向中国小批量出货定制AI芯片 https://www.nashnova.com/zh/feed/special/citi-turns-bearish-on-the-dollar-cuts-3-month-dollar-index-target-to-98-34-10094 nashnova zh-cn 2026-08-20T17:13:59.508Z 花旗转看空美元，三个月美元指数目标下调至98.34 https://www.nashnova.com/zh/feed/special/bernstein-upgrades-analog-chip-giant-adi-to-outperform-10093 nashnova zh-cn 2026-08-20T16:43:51.136Z 伯恩斯坦上调模拟芯片巨头ADI评级至跑赢大市 https://www.nashnova.com/zh/feed/special/bessent-u-s-budget-deficit-has-most-likely-peaked-10092 nashnova zh-cn 2026-08-20T16:38:56.984Z 贝森特：美国预算赤字"很可能"已见顶 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https://www.nashnova.com/zh/feed/special/super-micro-completes-independent-review-executives-unaware-of-export-violations-10071 nashnova zh-cn 2026-08-20T13:29:05.821Z 超微电脑完成独立调查：高管对出口违规不知情 https://www.nashnova.com/zh/feed/special/bitcoin-surges-11-percent-in-two-days-to-near-two-month-high-cftc-will-set-own-10070 nashnova zh-cn 2026-08-20T13:21:51.181Z 比特币两日涨11%触近两月高位，CFTC：立法若失败将自行制定规则 https://www.nashnova.com/zh/feed/special/u-s-national-debt-surpasses-historic-40-trillion-mark-10069 nashnova zh-cn 2026-08-20T13:20:30.938Z 美国国家债务突破40万亿美元历史纪录 https://www.nashnova.com/zh/feed/special/former-cleveland-fed-president-mester-rate-hikes-are-more-appropriate-now-10068 nashnova zh-cn 2026-08-20T13:19:31.232Z 前克利夫兰联储主席梅斯特：当前加息更具适当性 https://www.nashnova.com/zh/feed/special/jcet-reports-h1-net-profit-of-845-million-yuan-up-79-percent-yoy-10067 nashnova zh-cn 2026-08-20T13:18:41.655Z 长电科技上半年净利润8.45亿元，同比增79% https://www.nashnova.com/zh/feed/special/u-s-stock-futures-fall-oil-breaks-above-94-long-bond-yields-rebound-erasing-10066 nashnova zh-cn 2026-08-20T12:44:39.869Z 美股期货跌、油价破94美元、长债收益率回升抹去财政部干预效果 https://www.nashnova.com/zh/feed/special/chinese-ai-firms-face-computing-power-constraints-high-quality-inference-still-10065 nashnova zh-cn 2026-08-20T12:41:54.930Z 中国AI企业算力受限，高质量推理仍依赖英伟达芯片 https://www.nashnova.com/zh/feed/special/ceasefire-drives-chinas-july-gulf-crude-imports-to-double-mom-analysts-warn-of-10064 nashnova zh-cn 2026-08-20T12:40:53.766Z 停火推动中国7月海湾原油进口量环比翻倍，分析师警示后续需求存疑 https://www.nashnova.com/zh/feed/special/philadelphia-fed-manufacturing-index-surges-to-47-4-in-august-far-exceeding-10063 nashnova zh-cn 2026-08-20T12:40:05.138Z 费城联储8月制造业指数升至47.4，大幅超预期 https://www.nashnova.com/zh/feed/special/u-s-initial-jobless-claims-fall-to-206k-better-than-expected-10062 nashnova zh-cn 2026-08-20T12:39:16.610Z 美国初请失业金降至20.6万，好于预期 https://www.nashnova.com/zh/feed/special/micron-technology-plans-to-invest-10-billion-in-u-s-memory-research-lab-over-the-10061 nashnova zh-cn 2026-08-20T12:38:24.088Z 美光科技拟未来十年向美国内存研究实验室投资100亿美元 https://www.nashnova.com/zh/feed/special/hans-cnc-reports-h1-revenue-doubling-and-263-percent-net-profit-surge-driven-by-10060 nashnova zh-cn 2026-08-20T12:13:55.088Z 大族数控上半年营收翻倍、净利润增263%，AI算力PCB需求爆发驱动 https://www.nashnova.com/zh/feed/special/morgan-stanley-upgrades-merck-to-overweight-raises-price-target-to-179-10059 nashnova zh-cn 2026-08-20T12:09:11.071Z 摩根士丹利上调默克评级至增持，目标价升至179美元 https://www.nashnova.com/zh/feed/special/goertek-posts-cny-40b-revenue-in-h1-ai-glasses-push-accelerates-10058 nashnova zh-cn 2026-08-20T12:00:27.781Z 歌尔股份上半年营收400亿元，AI眼镜布局加速 https://www.nashnova.com/zh/feed/special/hft-giant-hrt-signs-multi-billion-dollar-ai-cloud-contract-with-coreweave-10057 nashnova zh-cn 2026-08-20T11:59:00.288Z 高频交易巨头HRT与CoreWeave签数十亿美元AI云合同 https://www.nashnova.com/zh/feed/special/xrp-surges-15-percent-in-a-single-day-as-on-chain-transactions-show-banking-10056 nashnova zh-cn 2026-08-20T11:44:40.392Z XRP单日涨15%，链上交易呈现"银行工作时段"集中模式 https://www.nashnova.com/zh/feed/special/indias-stock-market-underperformance-vs-emerging-markets-hits-widest-gap-in-10055 nashnova zh-cn 2026-08-20T11:33:36.070Z 印度股市跑输新兴市场差距创近30年最大 https://www.nashnova.com/zh/feed/special/u-s-reportedly-plans-to-cut-canada-steel-and-aluminum-tariffs-to-25-percent-and-10054 nashnova zh-cn 2026-08-20T11:18:44.956Z 美国拟将加拿大钢铝关税降至25%、汽车关税降至15% https://www.nashnova.com/zh/feed/special/citic-securities-reports-h1-2026-net-profit-of-23-3-billion-yuan-up-70-percent-10053 nashnova zh-cn 2026-08-20T11:10:14.604Z 中信证券2026年上半年净利润233亿元，同比增70% https://www.nashnova.com/zh/feed/special/meta-has-become-one-of-microsoft-azures-largest-ai-customers-10052 nashnova zh-cn 2026-08-20T11:09:10.417Z Meta已成微软Azure最大AI客户之一 https://www.nashnova.com/zh/feed/special/china-tourism-group-duty-free-reports-h1-net-profit-of-3-106-billion-yuan-up-19-10051 nashnova zh-cn 2026-08-20T11:08:24.125Z 中国中免上半年净利润31.06亿元，同比增19.49% https://www.nashnova.com/zh/feed/special/muyuan-foods-reports-net-loss-of-6-08-billion-yuan-in-h1-as-low-hog-prices-turn-10050 nashnova zh-cn 2026-08-20T11:04:33.436Z 牧原股份上半年净亏损60.8亿元，猪价低迷致经营现金流转负 https://www.nashnova.com/zh/feed/special/uber-cashes-out-472-million-by-selling-aurora-innovation-shares-10049 nashnova zh-cn 2026-08-20T10:43:34.734Z Uber出售Aurora Innovation股份套现4.72亿美元 https://www.nashnova.com/zh/feed/special/at1-bond-volatility-hits-record-low-as-spreads-drop-below-200bps-sparking-10048 nashnova zh-cn 2026-08-20T10:31:01.370Z AT1债券波动率创新低，利差跌破200基点引发过度乐观警告 https://www.nashnova.com/zh/feed/special/barclays-structural-shift-in-u-s-treasury-buyer-base-valuation-sensitivity-10047 nashnova zh-cn 2026-08-20T10:29:41.379Z 巴克莱：美国国债买家结构转变，估值敏感性显著上升 https://www.nashnova.com/zh/feed/special/economist-warns-two-key-u-s-indicators-are-flashing-red-recession-could-arrive-10046 nashnova zh-cn 2026-08-20T10:22:12.843Z 经济学家警告美国两大指标亮红灯，衰退"随时可能到来" https://www.nashnova.com/zh/feed/special/ai-equity-gains-boost-s-and-p-500-q2-earnings-growth-to-52-percent-10045 nashnova zh-cn 2026-08-20T10:20:55.112Z AI股权收益推升标普500二季度盈利增52% https://www.nashnova.com/zh/feed/special/bundesbank-plunging-river-water-levels-drag-on-industry-and-exports-10044 nashnova zh-cn 2026-08-20T10:19:39.658Z 德国联邦银行：河流水位骤降拖累工业与出口 https://www.nashnova.com/zh/feed/special/ant-group-q2-net-profit-rises-1-percent-yoy-to-approximately-rmb-4-7-billion-10043 nashnova zh-cn 2026-08-20T10:18:42.255Z 蚂蚁集团Q2净利润同比增1%至约47亿元 https://www.nashnova.com/zh/feed/special/ping-an-of-china-reports-h1-net-profit-of-92-585-billion-yuan-up-36-percent-yoy-10042 nashnova zh-cn 2026-08-20T10:14:35.066Z 中国平安上半年归母净利润925.85亿元，同比增36% https://www.nashnova.com/zh/feed/special/morgan-stanley-tanker-earnings-cycle-may-extend-through-2028-10041 nashnova zh-cn 2026-08-20T10:10:43.578Z 大摩：油轮盈利周期或延续至2028年 https://www.nashnova.com/zh/feed/special/southbound-funds-net-sold-hk-10-4-billion-on-august-20-tracker-fund-dumped-over-10040 nashnova zh-cn 2026-08-20T10:09:40.572Z 北水8月20日净卖出104亿，盈富基金遭抛售逾27亿 https://www.nashnova.com/zh/feed/special/x-explores-using-stablecoins-to-pay-creator-royalties-10039 nashnova zh-cn 2026-08-20T09:53:58.797Z X探索用稳定币向创作者支付版权费 https://www.nashnova.com/zh/feed/special/fidelity-international-plans-to-exit-chinas-wholly-owned-mutual-fund-business-10038 nashnova zh-cn 2026-08-20T09:48:46.542Z 富达国际计划退出中国独资公募基金业务 https://www.nashnova.com/zh/feed/special/frequent-off-grid-power-failures-at-hyperscale-data-centers-with-downtime-costs-10037 nashnova zh-cn 2026-08-20T09:44:06.773Z 超大规模数据中心离网供电故障频发，停机代价高达数千万美元 https://www.nashnova.com/zh/feed/special/alibaba-fy2026-q1-revenue-reaches-rmb-268-95-billion-slightly-beating-10036 nashnova zh-cn 2026-08-20T09:38:47.110Z 阿里巴巴2026Q1营收2689.5亿元，小幅超预期 https://www.nashnova.com/zh/feed/special/ipad-air-may-mark-a-turning-point-for-it-oled-scale-up-as-boe-competes-for-10035 nashnova zh-cn 2026-08-20T09:14:49.115Z iPad Air或成IT OLED规模化转折点，京东方争夺苹果供应链 https://www.nashnova.com/zh/feed/special/hong-kong-stocks-close-up-0-8-percent-on-aug-20-as-mrna-vaccine-breakthrough-10034 nashnova zh-cn 2026-08-20T09:10:11.014Z 港股8月20日收涨0.8% mRNA疫苗突破引爆生物科技板块 https://www.nashnova.com/zh/feed/special/netease-q2-revenue-beats-expectations-at-30-1-billion-yuan-but-adjusted-eps-10033 nashnova zh-cn 2026-08-20T09:08:40.133Z 网易Q2营收301亿元超预期，调整后每股收益不及预期 https://www.nashnova.com/zh/feed/special/china-telecom-reports-h1-net-profit-of-19-588-billion-yuan-down-14-9-percent-yoy-10032 nashnova zh-cn 2026-08-20T08:55:00.919Z 中国电信上半年净利润195.88亿元，同比降14.9% https://www.nashnova.com/zh/feed/special/north-korea-suspected-of-launching-ballistic-missile-landing-in-waters-outside-10031 nashnova zh-cn 2026-08-20T08:53:48.902Z 朝鲜疑似发射弹道导弹落入日本专属经济区外海域 https://www.nashnova.com/zh/feed/special/pop-mart-reports-h1-revenue-of-rmb-17-17-billion-and-net-profit-of-rmb-5-04-10030 nashnova zh-cn 2026-08-20T08:43:51.577Z 泡泡玛特上半年营收171.7亿元，净利润50.4亿元，均低于预期 https://www.nashnova.com/zh/feed/special/jpmorgan-treasury-buybacks-treat-symptoms-not-causes-long-end-rate-pressure-10029 nashnova zh-cn 2026-08-20T08:29:13.167Z 摩根大通：美债回购治标不治本，长端利率压力难解 https://www.nashnova.com/zh/feed/special/moderna-surges-177-percent-in-a-single-day-marking-the-s-and-p-500s-largest-one-10028 nashnova zh-cn 2026-08-20T08:24:06.165Z 莫德纳单日暴涨177%创标普500本世纪最大单日涨幅 https://www.nashnova.com/zh/feed/special/chinas-global-lcd-panel-share-surpasses-70-percent-approaching-80-percent-10027 nashnova zh-cn 2026-08-20T08:19:06.832Z 中国LCD面板全球份额突破70%，逼近80% https://www.nashnova.com/zh/feed/special/unitree-robotics-ceo-wang-xingxing-home-robots-must-complete-80-percent-of-tasks-10026 nashnova zh-cn 2026-08-20T08:17:49.813Z 宇树科技王兴兴：家用机器人需完成80%任务才达普及门槛 https://www.nashnova.com/zh/feed/special/taiwans-2027-tax-revenue-forecast-hits-record-nt-3-52-trillion-10025 nashnova zh-cn 2026-08-20T08:16:31.780Z 台湾2027年税收预测创纪录新台币3.52万亿 https://www.nashnova.com/zh/feed/special/chinas-banking-sector-shifts-to-short-term-repo-rate-pricing-heightening-net-10024 nashnova zh-cn 2026-08-20T08:15:39.303Z 中国银行业转向短期回购利率定价，净息差承压风险加剧 https://www.nashnova.com/zh/feed/special/taiwan-cabinet-approves-record-35-1-billion-defense-budget-for-2027-10023 nashnova zh-cn 2026-08-20T08:14:35.774Z 台湾内阁批准2027年国防预算351亿美元创历史新高 https://www.nashnova.com/zh/feed/special/futu-holdings-q2-revenue-hits-918m-beating-expectations-with-35-7-percent-growth-10022 nashnova zh-cn 2026-08-20T08:13:39.965Z 富途控股Q2营收9.18亿美元，超预期35.7%增长 https://www.nashnova.com/zh/feed/special/australia-legislates-to-force-tech-giants-to-pay-for-news-10021 nashnova zh-cn 2026-08-20T08:08:41.621Z 澳大利亚立法强制科技巨头为新闻付费 https://www.nashnova.com/zh/feed/special/chinas-ministry-of-commerce-opposes-u-s-section-232-tariffs-on-drones-10020 nashnova zh-cn 2026-08-20T07:38:31.593Z 中国商务部反对美对无人机征收232关税 https://www.nashnova.com/zh/feed/special/nomura-election-year-historical-patterns-and-cooling-inflation-constrain-the-10019 nashnova zh-cn 2026-08-20T07:19:25.504Z 野村：选举年历史规律与通胀降温，制约美联储转鹰空间 https://www.nashnova.com/zh/feed/special/bofa-raises-price-targets-on-10-software-stocks-as-ai-disruption-fears-fade-10018 nashnova zh-cn 2026-08-20T07:09:06.605Z 美银上调10只软件股目标价，AI颠覆担忧消退 https://www.nashnova.com/zh/feed/special/samsungs-texas-fab-2-to-break-ground-by-year-end-as-equipment-certification-10017 nashnova zh-cn 2026-08-20T06:59:01.279Z 三星德州2号晶圆厂年底动工，设备认证已提前启动 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https://www.nashnova.com/zh/feed/special/shanghai-cuts-down-payment-ratio-for-second-homes-outside-outer-ring-to-15-10011 nashnova zh-cn 2026-08-20T04:53:40.489Z 上海优化外环外二套房贷首付比例至15% https://www.nashnova.com/zh/feed/special/china-restricts-exports-of-germanium-quartz-and-permanent-magnet-materials-to-10010 nashnova zh-cn 2026-08-20T04:49:07.470Z 中国限制对台湾出口锗、石英及永磁材料 https://www.nashnova.com/zh/feed/special/credit-spreads-widen-for-ai-tech-giants-strategists-say-its-a-supply-shock-not-a-10009 nashnova zh-cn 2026-08-20T04:28:54.379Z AI科技巨头信贷利差走阔 策略师：供给冲击非违约信号 https://www.nashnova.com/zh/feed/special/xu-jiayin-sentenced-to-life-in-prison-at-first-trial-evergrande-group-fined-rmb-10008 nashnova zh-cn 2026-08-20T04:24:01.524Z 许家印一审判无期徒刑，恒大集团罚金88.2亿元 https://www.nashnova.com/zh/feed/special/iran-blocks-strait-of-hormuz-tanker-rates-hit-highest-since-2008-10007 nashnova zh-cn 2026-08-20T04:21:08.895Z 伊朗封锁霍尔木兹海峡，油轮价格创2008年来新高 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幣安兩名員工在阿聯酋機場被拘，涉金融犯罪調查 https://www.nashnova.com/zh-hant/feed/special/jefferies-forecasts-nvidia-q2-revenue-at-95-billion-potentially-the-largest-beat-10100 nashnova zh-tw 2026-08-20T18:39:12.233Z 傑富瑞預測輝達Q2營收達950億美元，或創史上最大超預期 https://www.nashnova.com/zh-hant/feed/special/anthropics-planned-ipo-could-surpass-spacex-as-the-largest-in-history-10099 nashnova zh-tw 2026-08-20T18:09:05.108Z Anthropic擬IPO規模或超SpaceX史上最大紀錄 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-apple-app-store-monthly-revenue-posts-first-year-over-year-10098 nashnova zh-tw 2026-08-20T17:54:05.600Z 摩根士丹利：蘋果App Store月收入四年來首現同比下滑 https://www.nashnova.com/zh-hant/feed/special/apples-new-ceo-john-ternus-takes-over-in-two-weeks-may-adjust-ai-spending-10097 nashnova zh-tw 2026-08-20T17:43:44.499Z 蘋果新任CEO約翰·特納斯兩週後上任，或調整AI支出策略 https://www.nashnova.com/zh-hant/feed/special/nvidia-leverages-its-balance-sheet-to-position-for-the-next-phase-of-ai-10096 nashnova zh-tw 2026-08-20T17:34:04.338Z 輝達借資產負債表佈局AI下一階段 https://www.nashnova.com/zh-hant/feed/special/nvidia-plans-small-batch-shipments-of-custom-ai-chips-to-china-within-this-year-10095 nashnova zh-tw 2026-08-20T17:24:14.150Z 輝達擬年內向中國小批量出貨定製AI晶片 https://www.nashnova.com/zh-hant/feed/special/citi-turns-bearish-on-the-dollar-cuts-3-month-dollar-index-target-to-98-34-10094 nashnova zh-tw 2026-08-20T17:13:59.508Z 花旗轉看空美元，三個月美元指數目標下調至98.34 https://www.nashnova.com/zh-hant/feed/special/bernstein-upgrades-analog-chip-giant-adi-to-outperform-10093 nashnova zh-tw 2026-08-20T16:43:51.136Z 伯恩斯坦上調模擬晶片巨頭ADI評級至跑贏大市 https://www.nashnova.com/zh-hant/feed/special/bessent-u-s-budget-deficit-has-most-likely-peaked-10092 nashnova zh-tw 2026-08-20T16:38:56.984Z 貝森特：美國預算赤字"很可能"已見頂 https://www.nashnova.com/zh-hant/feed/special/token-prices-drop-40-percent-yet-enterprise-ai-spending-rises-50-percent-jevons-10091 nashnova zh-tw 2026-08-20T16:29:01.570Z Token價格跌40%，企業AI支出反升50%，傑文斯悖論顯現 https://www.nashnova.com/zh-hant/feed/special/bond-veteran-credit-spreads-near-30-year-lows-risk-reward-no-longer-attractive-10090 nashnova zh-tw 2026-08-20T16:14:11.304Z 債券老將：信用利差近三十年低位，風險回報已不划算 https://www.nashnova.com/zh-hant/feed/special/st-louis-fed-president-musalem-not-prejudging-september-fomc-rate-decision-10089 nashnova zh-tw 2026-08-20T16:03:35.248Z 聖路易斯聯儲主席穆薩萊姆：不預判9月FOMC利率決定 https://www.nashnova.com/zh-hant/feed/special/japans-foreign-currency-deposits-surge-nearly-4-trillion-in-a-single-quarter-10088 nashnova zh-tw 2026-08-20T15:44:10.463Z 日本外幣存款單季增近4萬億日圓，創1998年開放以來最大漲幅 https://www.nashnova.com/zh-hant/feed/special/nomura-report-advanced-packaging-equipment-expanding-from-cowos-to-hybrid-10087 nashnova zh-tw 2026-08-20T15:30:20.225Z 野村研報：先進封裝設備從CoWoS擴產到混合鍵合，誰最受益 https://www.nashnova.com/zh-hant/feed/special/bessent-u-s-unlikely-to-resume-large-scale-military-action-against-iran-shifting-10086 nashnova zh-tw 2026-08-20T15:28:42.644Z 貝森特：美國不太可能重啟對伊朗大規模軍事行動，轉向加強經濟壓力 https://www.nashnova.com/zh-hant/feed/special/bessent-treasury-buybacks-could-exceed-4-billion-per-operation-aiming-to-10085 nashnova zh-tw 2026-08-20T15:23:56.223Z 貝森特：國債回購每期或超40億美元，意在壓制長端收益率 https://www.nashnova.com/zh-hant/feed/special/chinas-rare-earth-exports-to-u-s-rebound-while-controls-on-japan-continue-to-10084 nashnova zh-tw 2026-08-20T15:14:53.637Z 中國對美稀土出口回升，對日管控持續收緊 https://www.nashnova.com/zh-hant/feed/special/switzerland-and-china-reach-new-trade-agreement-99-8-percent-of-exports-tariff-10083 nashnova zh-tw 2026-08-20T15:13:46.142Z 瑞士與中國達成新貿易協議，99.8%出口商品免關稅 https://www.nashnova.com/zh-hant/feed/special/russias-gold-reserves-drop-to-lowest-level-in-over-six-years-10082 nashnova zh-tw 2026-08-20T15:03:51.113Z 俄羅斯黃金儲備降至六年多來最低 https://www.nashnova.com/zh-hant/feed/special/franklin-templeton-receives-first-sec-approval-to-integrate-tokenized-assets-10081 nashnova zh-tw 2026-08-20T14:56:04.243Z 富蘭克林坦伯頓獲美國證監會首批代幣化資產入傳統基金許可 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-data-mutual-funds-significantly-underweight-nvidia-and-ai-stocks-10080 nashnova zh-tw 2026-08-20T14:54:55.625Z 高盛數據：共同基金大幅低配輝達及AI股 https://www.nashnova.com/zh-hant/feed/special/u-s-leading-indicators-rise-in-july-as-six-month-growth-rate-turns-positive-for-10079 nashnova zh-tw 2026-08-20T14:53:54.445Z 美國7月領先指標上升，六個月增速四年來首轉正 https://www.nashnova.com/zh-hant/feed/special/monte-dei-paschi-board-approves-simultaneous-bids-for-bpm-and-generalis-banca-10078 nashnova zh-tw 2026-08-20T14:49:06.939Z 西雅那銀行董事會批准同時收購BPM與通用保險旗下Banca Generali https://www.nashnova.com/zh-hant/feed/special/waymos-in-house-autonomous-driving-chip-enters-mass-production-computing-power-10077 nashnova zh-tw 2026-08-20T14:23:55.806Z Waymo自研自動駕駛晶片量產，算力超千TOPS對標輝達 https://www.nashnova.com/zh-hant/feed/special/s-and-p-500-dividend-yield-falls-behind-treasuries-ending-a-decade-long-10076 nashnova zh-tw 2026-08-20T14:19:38.068Z 標普500股息收益率跑輸國債，十年優勢終結 https://www.nashnova.com/zh-hant/feed/special/u-s-financial-sector-price-to-book-ratio-rises-to-2-3x-approaching-20-year-high-10075 nashnova zh-tw 2026-08-20T14:18:44.052Z 美國金融板塊市淨率升至2.3倍，逼近20年高位 https://www.nashnova.com/zh-hant/feed/special/warsh-to-speak-at-jackson-hole-as-fed-credibility-faces-test-10074 nashnova zh-tw 2026-08-20T14:13:33.849Z 沃什將在傑克遜霍爾發表演講，聯準會公信力受考驗 https://www.nashnova.com/zh-hant/feed/special/ubs-teardown-of-huawei-atlas-950-super-node-bullish-on-smic-amec-montage-tech-10073 nashnova zh-tw 2026-08-20T13:39:49.884Z 瑞銀拆解華為Atlas 950超節點，看好中芯、中微、瀾起等 https://www.nashnova.com/zh-hant/feed/special/sf-feds-daly-bond-market-signals-credible-monetary-policy-stance-10072 nashnova zh-tw 2026-08-20T13:33:49.159Z 舊金山聯儲戴利：債券市場表明貨幣政策立場可信 https://www.nashnova.com/zh-hant/feed/special/super-micro-completes-independent-review-executives-unaware-of-export-violations-10071 nashnova zh-tw 2026-08-20T13:29:05.821Z 超微電腦完成獨立調查：高層對出口違規不知情 https://www.nashnova.com/zh-hant/feed/special/bitcoin-surges-11-percent-in-two-days-to-near-two-month-high-cftc-will-set-own-10070 nashnova zh-tw 2026-08-20T13:21:51.181Z 比特幣兩日漲11%觸近兩月高位，CFTC：立法若失敗將自行制定規則 https://www.nashnova.com/zh-hant/feed/special/u-s-national-debt-surpasses-historic-40-trillion-mark-10069 nashnova zh-tw 2026-08-20T13:20:30.938Z 美國國家債務突破40兆美元歷史紀錄 https://www.nashnova.com/zh-hant/feed/special/former-cleveland-fed-president-mester-rate-hikes-are-more-appropriate-now-10068 nashnova zh-tw 2026-08-20T13:19:31.232Z 前克利夫蘭聯儲主席梅斯特：當前加息更具適當性 https://www.nashnova.com/zh-hant/feed/special/jcet-reports-h1-net-profit-of-845-million-yuan-up-79-percent-yoy-10067 nashnova zh-tw 2026-08-20T13:18:41.655Z 長電科技上半年淨利潤8.45億元，同比增79% https://www.nashnova.com/zh-hant/feed/special/u-s-stock-futures-fall-oil-breaks-above-94-long-bond-yields-rebound-erasing-10066 nashnova zh-tw 2026-08-20T12:44:39.869Z 美股期貨跌、油價破94美元、長債收益率回升抹去財政部干預效果 https://www.nashnova.com/zh-hant/feed/special/chinese-ai-firms-face-computing-power-constraints-high-quality-inference-still-10065 nashnova zh-tw 2026-08-20T12:41:54.930Z 中國AI企業算力受限，高品質推理仍依賴輝達晶片 https://www.nashnova.com/zh-hant/feed/special/ceasefire-drives-chinas-july-gulf-crude-imports-to-double-mom-analysts-warn-of-10064 nashnova zh-tw 2026-08-20T12:40:53.766Z 停火推動中國7月海灣原油進口量環比翻倍，分析師警示後續需求存疑 https://www.nashnova.com/zh-hant/feed/special/philadelphia-fed-manufacturing-index-surges-to-47-4-in-august-far-exceeding-10063 nashnova zh-tw 2026-08-20T12:40:05.138Z 費城聯儲8月製造業指數升至47.4，大幅超預期 https://www.nashnova.com/zh-hant/feed/special/u-s-initial-jobless-claims-fall-to-206k-better-than-expected-10062 nashnova zh-tw 2026-08-20T12:39:16.610Z 美國初請失業金降至20.6萬，好於預期 https://www.nashnova.com/zh-hant/feed/special/micron-technology-plans-to-invest-10-billion-in-u-s-memory-research-lab-over-the-10061 nashnova zh-tw 2026-08-20T12:38:24.088Z 美光科技擬未來十年向美國記憶體研究實驗室投資100億美元 https://www.nashnova.com/zh-hant/feed/special/hans-cnc-reports-h1-revenue-doubling-and-263-percent-net-profit-surge-driven-by-10060 nashnova zh-tw 2026-08-20T12:13:55.088Z 大族數控上半年營收翻倍、淨利潤增263%，AI算力PCB需求爆發驅動 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-upgrades-merck-to-overweight-raises-price-target-to-179-10059 nashnova zh-tw 2026-08-20T12:09:11.071Z 摩根士丹利上調默克評級至增持，目標價升至179美元 https://www.nashnova.com/zh-hant/feed/special/goertek-posts-cny-40b-revenue-in-h1-ai-glasses-push-accelerates-10058 nashnova zh-tw 2026-08-20T12:00:27.781Z 歌爾股份上半年營收400億元，AI眼鏡佈局加速 https://www.nashnova.com/zh-hant/feed/special/hft-giant-hrt-signs-multi-billion-dollar-ai-cloud-contract-with-coreweave-10057 nashnova zh-tw 2026-08-20T11:59:00.288Z 高頻交易巨頭HRT與CoreWeave簽數十億美元AI雲合同 https://www.nashnova.com/zh-hant/feed/special/xrp-surges-15-percent-in-a-single-day-as-on-chain-transactions-show-banking-10056 nashnova zh-tw 2026-08-20T11:44:40.392Z XRP單日漲15%，鏈上交易呈現「銀行工作時段」集中模式 https://www.nashnova.com/zh-hant/feed/special/indias-stock-market-underperformance-vs-emerging-markets-hits-widest-gap-in-10055 nashnova zh-tw 2026-08-20T11:33:36.070Z 印度股市跑輸新興市場差距創近30年最大 https://www.nashnova.com/zh-hant/feed/special/u-s-reportedly-plans-to-cut-canada-steel-and-aluminum-tariffs-to-25-percent-and-10054 nashnova zh-tw 2026-08-20T11:18:44.956Z 美國擬將加拿大鋼鋁關稅降至25%、汽車關稅降至15% https://www.nashnova.com/zh-hant/feed/special/citic-securities-reports-h1-2026-net-profit-of-23-3-billion-yuan-up-70-percent-10053 nashnova zh-tw 2026-08-20T11:10:14.604Z 中信證券2026年上半年淨利潤233億元，同比增70% https://www.nashnova.com/zh-hant/feed/special/meta-has-become-one-of-microsoft-azures-largest-ai-customers-10052 nashnova zh-tw 2026-08-20T11:09:10.417Z Meta已成微軟Azure最大AI客戶之一 https://www.nashnova.com/zh-hant/feed/special/china-tourism-group-duty-free-reports-h1-net-profit-of-3-106-billion-yuan-up-19-10051 nashnova zh-tw 2026-08-20T11:08:24.125Z 中國中免上半年淨利潤31.06億元，同比增19.49% https://www.nashnova.com/zh-hant/feed/special/muyuan-foods-reports-net-loss-of-6-08-billion-yuan-in-h1-as-low-hog-prices-turn-10050 nashnova zh-tw 2026-08-20T11:04:33.436Z 牧原股份上半年淨虧損60.8億元，豬價低迷致經營現金流轉負 https://www.nashnova.com/zh-hant/feed/special/uber-cashes-out-472-million-by-selling-aurora-innovation-shares-10049 nashnova zh-tw 2026-08-20T10:43:34.734Z Uber出售Aurora Innovation股份套現4.72億美元 https://www.nashnova.com/zh-hant/feed/special/at1-bond-volatility-hits-record-low-as-spreads-drop-below-200bps-sparking-10048 nashnova zh-tw 2026-08-20T10:31:01.370Z AT1債券波動率創新低，利差跌破200基點引發過度樂觀警告 https://www.nashnova.com/zh-hant/feed/special/barclays-structural-shift-in-u-s-treasury-buyer-base-valuation-sensitivity-10047 nashnova zh-tw 2026-08-20T10:29:41.379Z 巴克萊：美國國債買家結構轉變，估值敏感性顯著上升 https://www.nashnova.com/zh-hant/feed/special/economist-warns-two-key-u-s-indicators-are-flashing-red-recession-could-arrive-10046 nashnova zh-tw 2026-08-20T10:22:12.843Z 經濟學家警告美國兩大指標亮紅燈，衰退「隨時可能到來」 https://www.nashnova.com/zh-hant/feed/special/ai-equity-gains-boost-s-and-p-500-q2-earnings-growth-to-52-percent-10045 nashnova zh-tw 2026-08-20T10:20:55.112Z AI股權收益推升標普500二季度盈利增52% https://www.nashnova.com/zh-hant/feed/special/bundesbank-plunging-river-water-levels-drag-on-industry-and-exports-10044 nashnova zh-tw 2026-08-20T10:19:39.658Z 德國聯邦銀行：河流水位驟降拖累工業與出口 https://www.nashnova.com/zh-hant/feed/special/ant-group-q2-net-profit-rises-1-percent-yoy-to-approximately-rmb-4-7-billion-10043 nashnova zh-tw 2026-08-20T10:18:42.255Z 螞蟻集團Q2淨利潤同比增1%至約47億元 https://www.nashnova.com/zh-hant/feed/special/ping-an-of-china-reports-h1-net-profit-of-92-585-billion-yuan-up-36-percent-yoy-10042 nashnova zh-tw 2026-08-20T10:14:35.066Z 中國平安上半年歸母淨利潤925.85億元，同比增36% https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-tanker-earnings-cycle-may-extend-through-2028-10041 nashnova zh-tw 2026-08-20T10:10:43.578Z 大摩：油輪盈利週期或延續至2028年 https://www.nashnova.com/zh-hant/feed/special/southbound-funds-net-sold-hk-10-4-billion-on-august-20-tracker-fund-dumped-over-10040 nashnova zh-tw 2026-08-20T10:09:40.572Z 北水8月20日淨賣出104億，盈富基金遭拋售逾27億 https://www.nashnova.com/zh-hant/feed/special/x-explores-using-stablecoins-to-pay-creator-royalties-10039 nashnova zh-tw 2026-08-20T09:53:58.797Z X探索用穩定幣向創作者支付版權費 https://www.nashnova.com/zh-hant/feed/special/fidelity-international-plans-to-exit-chinas-wholly-owned-mutual-fund-business-10038 nashnova zh-tw 2026-08-20T09:48:46.542Z 富達國際計劃退出中國獨資公募基金業務 https://www.nashnova.com/zh-hant/feed/special/frequent-off-grid-power-failures-at-hyperscale-data-centers-with-downtime-costs-10037 nashnova zh-tw 2026-08-20T09:44:06.773Z 超大規模資料中心離網供電故障頻發，停機代價高達數千萬美元 https://www.nashnova.com/zh-hant/feed/special/alibaba-fy2026-q1-revenue-reaches-rmb-268-95-billion-slightly-beating-10036 nashnova zh-tw 2026-08-20T09:38:47.110Z 阿里巴巴2026Q1營收2689.5億元，小幅超預期 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