https://www.nashnova.com/feed/special/jpmorgan-strategist-european-stock-valuations-have-priced-in-earnings-9803 nashnova en 2026-08-18T11:04:20.003Z JPMorgan Strategist: European Stock Valuations Have Priced In Earnings Improvement; Financials and Industrials Still Offer Relative Edge https://www.nashnova.com/feed/special/bitcoin-consolidates-near-64-000-as-treasury-yields-and-oil-prices-weigh-on-u-s-9802 nashnova en 2026-08-18T10:44:50.520Z Bitcoin Consolidates Near $64,000 as Treasury Yields and Oil Prices Weigh on U.S. Stocks https://www.nashnova.com/feed/special/alibaba-backed-robotics-firm-limx-plans-hong-kong-ipo-seeking-up-to-300-million-9801 nashnova en 2026-08-18T10:39:22.934Z Alibaba-Backed Robotics Firm LimX Plans Hong Kong IPO, Seeking Up to $300 Million https://www.nashnova.com/feed/special/gigadevice-h1-net-profit-surges-over-10-fold-yoy-to-rmb-6-857-billion-9800 nashnova en 2026-08-18T10:34:02.141Z GigaDevice H1 Net Profit Surges Over 10-Fold YoY to RMB 6.857 Billion https://www.nashnova.com/feed/special/u-s-crypto-legislation-stalls-as-sec-and-cftc-take-over-rulemaking-9799 nashnova en 2026-08-18T10:25:20.488Z U.S. Crypto Legislation Stalls as SEC and CFTC Take Over Rulemaking https://www.nashnova.com/feed/special/us-military-funding-spawned-unitree-robot-dogs-but-open-technology-was-scaled-up-9798 nashnova en 2026-08-18T10:24:14.628Z US Military Funding Spawned Unitree Robot Dogs, but Open Technology Was Scaled Up by China First https://www.nashnova.com/feed/special/southbound-funds-net-bought-hk-14-billion-on-august-18-with-alibaba-and-smic-9797 nashnova en 2026-08-18T10:12:15.564Z Southbound Funds Net Bought HK$14 Billion on August 18, with Alibaba and SMIC Leading the AI Industry Chain https://www.nashnova.com/feed/special/huaweis-hubble-invests-across-the-full-inp-optical-chip-chain-betting-on-ai-9796 nashnova en 2026-08-18T10:10:38.390Z Huawei's Hubble Invests Across the Full InP Optical Chip Chain, Betting on AI Interconnect Infrastructure https://www.nashnova.com/feed/special/mainland-insurance-funds-approved-to-invest-in-hong-kong-etfs-via-stock-connect-9795 nashnova en 2026-08-18T09:39:29.955Z Mainland Insurance Funds Approved to Invest in Hong Kong ETFs via Stock Connect https://www.nashnova.com/feed/special/apples-anti-ai-label-becomes-a-burden-as-stock-drops-10-percent-in-three-weeks-9794 nashnova en 2026-08-18T09:25:41.155Z Apple's "Anti-AI" Label Becomes a Burden as Stock Drops 10% in Three Weeks https://www.nashnova.com/feed/special/fuyao-glass-interim-net-profit-drops-17-percent-to-rmb-3-97-billion-declares-9793 nashnova en 2026-08-18T09:24:25.491Z Fuyao Glass Interim Net Profit Drops 17% to RMB 3.97 Billion, Declares Dividend of RMB 1 Per Share https://www.nashnova.com/feed/special/pony-ai-h1-revenue-surges-99-percent-yoy-robotaxi-revenue-accounts-for-one-third-9792 nashnova en 2026-08-18T09:19:42.690Z Pony.ai H1 Revenue Surges 99% YoY, Robotaxi Revenue Accounts for One-Third of Total Revenue for the First Time https://www.nashnova.com/feed/special/state-council-amends-housing-provident-fund-regulations-expanded-withdrawal-9791 nashnova en 2026-08-18T09:10:31.092Z State Council Amends Housing Provident Fund Regulations: Expanded Withdrawal Scope Effective September https://www.nashnova.com/feed/special/baidu-q2-revenue-at-rmb-31-33-billion-missing-expectations-adjusted-earnings-at-9790 nashnova en 2026-08-18T09:09:23.142Z Baidu Q2 Revenue at RMB 31.33 Billion, Missing Expectations; Adjusted Earnings at RMB 7.22 per ADS https://www.nashnova.com/feed/special/bofa-survey-bond-market-turmoil-rises-to-second-largest-tail-risk-as-global-9789 nashnova en 2026-08-18T09:08:39.728Z BofA Survey: Bond Market Turmoil Rises to Second-Largest Tail Risk as Global Treasury Yields Hit Multi-Year Highs https://www.nashnova.com/feed/special/hesai-technology-q2-net-profit-surges-60-percent-yoy-robotics-lidar-shipments-9788 nashnova en 2026-08-18T08:45:58.358Z Hesai Technology Q2 Net Profit Surges 60% YoY, Robotics LiDAR Shipments Skyrocket 193% https://www.nashnova.com/feed/special/china-unicom-h1-net-profit-drops-34-6-percent-yoy-computing-power-revenue-up-13-9787 nashnova en 2026-08-18T08:44:38.638Z China Unicom H1 Net Profit Drops 34.6% YoY, Computing Power Revenue Up 13% https://www.nashnova.com/feed/special/morgan-stanleys-wilson-golds-2025-bull-run-isnt-over-etf-inflows-key-to-5-200-9786 nashnova en 2026-08-18T08:40:32.140Z Morgan Stanley's Wilson: Gold's 2025 Bull Run Isn't Over, ETF Inflows Key to $5,200 Target https://www.nashnova.com/feed/special/hkex-launches-first-offshore-china-government-bond-futures-filling-gap-in-rmb-9785 nashnova en 2026-08-18T08:39:11.168Z HKEX Launches First Offshore China Government Bond Futures, Filling Gap in RMB Interest Rate Risk Management https://www.nashnova.com/feed/special/alipay-launches-ai-merchant-platform-alibaba-hong-kong-shares-rise-5-percent-9784 nashnova en 2026-08-18T08:29:23.474Z Alipay Launches AI Merchant Platform, Alibaba Hong Kong Shares Rise 5% https://www.nashnova.com/feed/special/softbank-plans-to-issue-approximately-1-trillion-in-retail-bonds-the-largest-9783 nashnova en 2026-08-18T08:24:19.158Z SoftBank Plans to Issue Approximately ¥1 Trillion in Retail Bonds, the Largest Corporate Bond Offering in Japanese History https://www.nashnova.com/feed/special/german-natural-gas-inventories-hit-17-year-low-ubs-warns-of-winter-gas-price-9782 nashnova en 2026-08-18T08:23:33.790Z German Natural Gas Inventories Hit 17-Year Low; UBS Warns of Winter Gas Price Surge and Inflation Pressure https://www.nashnova.com/feed/special/chinese-foreign-minister-wang-yi-visits-seoul-as-china-south-korea-relations-9781 nashnova en 2026-08-18T08:22:26.025Z Chinese Foreign Minister Wang Yi Visits Seoul as China-South Korea Relations Warm Up https://www.nashnova.com/feed/special/sk-hynixs-second-largest-customer-approaches-nvidia-in-h1-sales-9780 nashnova en 2026-08-18T08:10:21.230Z SK Hynix's Second-Largest Customer Approaches NVIDIA in H1 Sales https://www.nashnova.com/feed/special/state-grids-record-dim-sum-bond-draws-13x-oversubscription-boosting-hong-kongs-9779 nashnova en 2026-08-18T08:09:06.502Z State Grid's Record Dim Sum Bond Draws 13x Oversubscription, Boosting Hong Kong's Offshore RMB Bond Market https://www.nashnova.com/feed/special/iran-tightens-hormuz-strait-controls-as-oil-tankers-halted-and-attacked-9778 nashnova en 2026-08-18T07:59:17.859Z Iran Tightens Hormuz Strait Controls as Oil Tankers Halted and Attacked https://www.nashnova.com/feed/special/nasdaq-plans-to-launch-23-hour-trading-on-december-6-2026-9777 nashnova en 2026-08-18T07:34:04.134Z Nasdaq Plans to Launch 23-Hour Trading on December 6, 2026 https://www.nashnova.com/feed/special/new-sf-fed-model-suggests-current-fed-policy-may-already-be-too-loose-9776 nashnova en 2026-08-18T07:19:22.250Z New SF Fed Model Suggests Current Fed Policy May Already Be Too Loose https://www.nashnova.com/feed/special/samsung-establishes-physical-ai-lab-deepening-humanoid-robot-strategy-9775 nashnova en 2026-08-18T07:12:08.636Z Samsung Establishes Physical AI Lab, Deepening Humanoid Robot Strategy https://www.nashnova.com/feed/special/ajinomotos-abf-film-monopolizes-95-percent-of-market-chinas-ai-chip-packaging-9774 nashnova en 2026-08-18T07:10:43.181Z Ajinomoto's ABF Film Monopolizes 95% of Market, China's AI Chip Packaging Faces Supply Cutoff Pressure https://www.nashnova.com/feed/special/south-koreas-national-pension-service-participates-as-cornerstone-investor-in-9773 nashnova en 2026-08-18T07:09:14.162Z South Korea's National Pension Service Participates as Cornerstone Investor in Innolight's Hong Kong IPO, Latter Already on U.S. Military Companies List https://www.nashnova.com/feed/special/french-government-bonds-under-short-seller-siege-as-france-germany-spread-widens-9772 nashnova en 2026-08-18T06:50:28.866Z French Government Bonds Under Short-Seller Siege as France-Germany Spread Widens to 84 Basis Points https://www.nashnova.com/feed/special/quant-giant-jane-street-discloses-over-1-billion-in-bitcoin-etf-holdings-9771 nashnova en 2026-08-18T06:49:06.089Z Quant Giant Jane Street Discloses Over $1 Billion in Bitcoin ETF Holdings https://www.nashnova.com/feed/special/bridgewater-china-lost-2-8-percent-in-july-but-still-posts-3-percent-positive-9770 nashnova en 2026-08-18T06:34:38.155Z Bridgewater China Lost 2.8% in July but Still Posts 3% Positive Return Year-to-Date https://www.nashnova.com/feed/special/morgan-stanley-china-cloud-ai-computing-roic-reaches-13-percent-20-percent-9769 nashnova en 2026-08-18T06:19:29.509Z Morgan Stanley: China Cloud AI Computing ROIC Reaches 13%-20%, Alibaba Cloud Best Positioned https://www.nashnova.com/feed/special/core-logic-of-ai-trade-shaken-as-long-chips-short-software-strategy-nears-9768 nashnova en 2026-08-18T06:14:02.812Z Core Logic of AI Trade Shaken as Long-Chips-Short-Software Strategy Nears Collapse https://www.nashnova.com/feed/special/china-accelerates-mandate-for-government-agencies-to-uninstall-customized-9767 nashnova en 2026-08-18T06:10:15.610Z China Accelerates Mandate for Government Agencies to Uninstall Customized Windows 10 https://www.nashnova.com/feed/special/chinas-commercial-bank-net-interest-margins-rise-for-first-time-in-four-years-9766 nashnova en 2026-08-18T06:09:14.839Z China's Commercial Bank Net Interest Margins Rise for First Time in Four Years, but Weak Loan Demand Clouds H2 Outlook https://www.nashnova.com/feed/special/china-10-year-government-bond-yield-falls-to-13-month-low-9765 nashnova en 2026-08-18T05:54:14.929Z China 10-Year Government Bond Yield Falls to 13-Month Low https://www.nashnova.com/feed/special/middle-east-ceasefire-hopes-fade-asian-stocks-fall-broadly-oil-prices-rise-above-9764 nashnova en 2026-08-18T05:29:10.942Z Middle East Ceasefire Hopes Fade, Asian Stocks Fall Broadly, Oil Prices Rise Above $85 https://www.nashnova.com/feed/special/iran-declares-offensive-shift-amid-bond-selloff-triggering-global-stock-bond-9763 nashnova en 2026-08-18T04:59:33.343Z Iran Declares Offensive Shift Amid Bond Selloff, Triggering Global Stock-Bond Double Whammy https://www.nashnova.com/feed/special/nvidias-50b-ai-financing-plan-vs-broadcoms-approach-a-structural-comparison-9762 nashnova en 2026-08-18T04:25:44.872Z Nvidia's $50B AI Financing Plan vs. Broadcom's Approach: A Structural Comparison https://www.nashnova.com/feed/special/antitrust-regulation-begins-to-erode-apples-100b-services-business-9761 nashnova en 2026-08-18T04:24:24.957Z Antitrust Regulation Begins to Erode Apple's $100B+ Services Business https://www.nashnova.com/feed/special/top-10-global-private-equity-giants-see-zero-china-deals-this-year-9760 nashnova en 2026-08-18T04:23:04.703Z Top 10 Global Private Equity Giants See Zero China Deals This Year https://www.nashnova.com/feed/special/small-modular-nuclear-reactor-stocks-plunge-as-short-sellers-pocket-2-1-billion-9759 nashnova en 2026-08-18T04:21:17.716Z Small Modular Nuclear Reactor Stocks Plunge as Short Sellers Pocket $2.1 Billion in One Year https://www.nashnova.com/feed/special/hk-stocks-midday-hang-seng-index-falls-0-65-percent-pork-stocks-buck-the-trend-9758 nashnova en 2026-08-18T04:19:49.718Z HK Stocks Midday: Hang Seng Index Falls 0.65%, Pork Stocks Buck the Trend to Lead Gains https://www.nashnova.com/feed/special/samsung-hbm4e-mass-production-challenge-yield-and-process-are-key-variables-9756 nashnova en 2026-08-18T04:18:25.780Z Samsung HBM4E Mass Production Challenge: Yield and Process Are Key Variables https://www.nashnova.com/feed/special/ubs-ai-infrastructure-investment-spreading-from-gpus-to-the-entire-supply-chain-9757 nashnova en 2026-08-18T04:16:48.022Z UBS: AI Infrastructure Investment Spreading from GPUs to the Entire Supply Chain https://www.nashnova.com/feed/special/chinas-budget-ai-challenges-silicon-valleys-dominant-business-model-9755 nashnova en 2026-08-18T04:12:11.669Z China's Budget AI Challenges Silicon Valley's Dominant Business Model https://www.nashnova.com/feed/special/ai-data-center-demand-drives-power-semiconductor-shortage-to-last-at-least-two-9754 nashnova en 2026-08-18T04:10:42.038Z AI Data Center Demand Drives Power Semiconductor Shortage to Last at Least Two Years https://www.nashnova.com/feed/special/horizon-robotics-j7-chip-takes-aim-at-nvidia-and-tesla-9753 nashnova en 2026-08-18T04:09:35.821Z Horizon Robotics J7 Chip Takes Aim at Nvidia and Tesla https://www.nashnova.com/feed/special/vessel-struck-by-unidentified-projectile-in-strait-of-hormuz-causing-engine-room-9752 nashnova en 2026-08-18T03:53:58.884Z Vessel Struck by Unidentified Projectile in Strait of Hormuz, Causing Engine Room Damage and Casualties https://www.nashnova.com/feed/special/hedge-funds-net-bought-u-s-stocks-for-five-consecutive-days-as-tech-sector-short-9751 nashnova en 2026-08-18T03:19:31.533Z Hedge Funds Net Bought U.S. Stocks for Five Consecutive Days as Tech Sector Short Squeeze Drives Second-Fastest Buying Spree of the Year https://www.nashnova.com/feed/special/u-s-pressures-south-korea-to-build-memory-chip-fabs-in-america-samsung-and-sk-9750 nashnova en 2026-08-18T03:15:36.218Z U.S. Pressures South Korea to Build Memory Chip Fabs in America; Samsung and SK Hynix's Initial Investment Plans in Flux https://www.nashnova.com/feed/special/fundstrat-bitcoin-volatility-hits-historic-lows-30-percent-major-swing-possible-9749 nashnova en 2026-08-18T03:13:54.906Z Fundstrat: Bitcoin Volatility Hits Historic Lows, 30% Major Swing Possible Within Next 60 Days https://www.nashnova.com/feed/special/amd-holds-over-565-million-in-spacex-shares-as-musk-shifts-to-nvidia-9748 nashnova en 2026-08-18T03:10:13.536Z AMD Holds Over $565 Million in SpaceX Shares as Musk Shifts to NVIDIA https://www.nashnova.com/feed/special/druckenmiller-returns-to-chinese-tech-stocks-tepper-doubles-down-on-baidu-while-9747 nashnova en 2026-08-18T03:09:09.635Z Druckenmiller Returns to Chinese Tech Stocks; Tepper Doubles Down on Baidu While Trimming Alibaba https://www.nashnova.com/feed/special/walmart-earnings-kick-off-retail-season-u-s-consumption-slowing-but-not-stalling-9746 nashnova en 2026-08-18T03:00:40.967Z Walmart Earnings Kick Off Retail Season: U.S. Consumption Slowing but Not Stalling https://www.nashnova.com/feed/special/copper-supply-tightness-intensifies-as-key-lme-spread-surges-to-nearly-eight-9745 nashnova en 2026-08-18T02:59:19.869Z Copper Supply Tightness Intensifies as Key LME Spread Surges to Nearly Eight-Month High https://www.nashnova.com/feed/special/bhp-full-year-profit-surges-30-percent-with-highest-dividend-in-four-years-as-9744 nashnova en 2026-08-18T02:54:25.667Z BHP Full-Year Profit Surges 30% with Highest Dividend in Four Years as Copper Business Overtakes Iron Ore https://www.nashnova.com/feed/special/google-plans-to-move-entire-pixel-production-out-of-china-by-2027-9743 nashnova en 2026-08-18T02:38:43.948Z Google Plans to Move Entire Pixel Production Out of China by 2027 https://www.nashnova.com/feed/special/macro-and-technical-convergence-golds-4-500-level-becomes-key-resistance-9742 nashnova en 2026-08-18T02:37:33.746Z Macro and Technical Convergence: Gold's $4,500 Level Becomes Key Resistance https://www.nashnova.com/feed/special/korean-retail-investors-flood-into-u-s-stocks-paying-10-percent-premium-for-sk-9741 nashnova en 2026-08-18T02:15:46.686Z Korean Retail Investors Flood Into U.S. Stocks, Paying 10% Premium for SK Hynix ADRs and Betting on Triple-Leveraged ETFs https://www.nashnova.com/feed/special/anthropic-and-openai-may-tighten-api-access-putting-enterprise-clients-under-9740 nashnova en 2026-08-18T02:14:24.954Z Anthropic and OpenAI May Tighten API Access, Putting Enterprise Clients Under Dual Pressure https://www.nashnova.com/feed/special/long-end-treasury-yields-break-5-percent-basis-trade-conversion-option-activity-9739 nashnova en 2026-08-18T01:49:33.684Z Long-End Treasury Yields Break 5%: Basis Trade "Conversion Option" Activity Heats Up https://www.nashnova.com/feed/special/bofa-maintains-buy-rating-on-tencent-citing-turning-point-in-ai-competitive-9738 nashnova en 2026-08-18T00:49:27.112Z BofA Maintains Buy Rating on Tencent, Citing Turning Point in AI Competitive Landscape https://www.nashnova.com/feed/special/private-sector-replaces-central-banks-the-evolving-support-structure-beneath-the-9737 nashnova en 2026-08-18T00:34:39.472Z Private Sector Replaces Central Banks: The Evolving Support Structure Beneath the Dollar https://www.nashnova.com/feed/special/japan-10-year-government-bond-yield-rises-to-30-year-high-9736 nashnova en 2026-08-18T00:28:51.801Z Japan 10-Year Government Bond Yield Rises to 30-Year High https://www.nashnova.com/feed/special/xiaomi-q2-earnings-released-today-memory-costs-and-ev-deliveries-are-key-focus-9735 nashnova en 2026-08-18T00:19:11.311Z Xiaomi Q2 Earnings Released Today: Memory Costs and EV Deliveries Are Key Focus Areas https://www.nashnova.com/feed/special/goldman-sachs-elevated-u-s-equities-lower-the-threshold-for-conflict-beware-of-9734 nashnova en 2026-08-18T00:08:33.579Z Goldman Sachs: Elevated U.S. Equities Lower the Threshold for Conflict, Beware of Geopolitical Tail Risks https://www.nashnova.com/feed/special/ai-server-demand-pushes-high-end-mlcc-lead-times-to-40-weeks-9733 nashnova en 2026-08-18T00:07:06.127Z AI Server Demand Pushes High-End MLCC Lead Times to 40 Weeks https://www.nashnova.com/feed/special/u-s-plans-to-warn-allies-join-the-american-ai-bloc-or-face-incompatibility-with-9732 nashnova en 2026-08-18T00:05:45.269Z U.S. Plans to Warn Allies: Join the American AI Bloc or Face Incompatibility with China's Initiatives https://www.nashnova.com/feed/special/mediatek-raises-asic-market-share-target-to-20-percent-wins-google-tpu-orders-to-9731 nashnova en 2026-08-18T00:04:37.878Z MediaTek Raises ASIC Market Share Target to 20%, Wins Google TPU Orders to Challenge Broadcom https://www.nashnova.com/feed/special/lithium-mining-giant-rongjies-net-profit-surges-over-tenfold-yoy-institutions-9730 nashnova en 2026-08-17T23:44:51.922Z Lithium Mining Giant Rongjie's Net Profit Surges Over Tenfold YoY, Institutions Bullish on Extended High-Profit Cycle https://www.nashnova.com/feed/special/memory-stocks-return-to-bull-market-ai-revenue-accelerates-chip-demand-9729 nashnova en 2026-08-17T22:29:28.013Z Memory Stocks Return to Bull Market: AI Revenue Accelerates Chip Demand Reassessment https://www.nashnova.com/feed/special/u-s-canada-auto-tariff-reduction-talks-stall-as-north-american-origin-9728 nashnova en 2026-08-17T21:45:32.895Z U.S.-Canada Auto Tariff Reduction Talks Stall as North American Origin Determination Becomes Core Dispute https://www.nashnova.com/feed/special/fed-rate-hike-expectations-cool-gold-rises-to-4-417-9727 nashnova en 2026-08-17T21:44:15.448Z Fed Rate Hike Expectations Cool, Gold Rises to $4,417 https://www.nashnova.com/feed/special/number-of-negative-beta-stocks-in-s-and-p-500-hits-highest-since-1990-9726 nashnova en 2026-08-17T21:29:33.786Z Number of Negative-Beta Stocks in S&P 500 Hits Highest Since 1990 https://www.nashnova.com/feed/special/fabrinet-q4-revenue-hits-1-32b-beating-expectations-with-45-percent-yoy-growth-9725 nashnova en 2026-08-17T20:23:56.874Z Fabrinet Q4 Revenue Hits $1.32B, Beating Expectations with 45% YoY Growth https://www.nashnova.com/feed/special/uk-japan-and-china-all-reduced-us-treasury-holdings-in-june-9724 nashnova en 2026-08-17T20:18:44.794Z UK, Japan, and China All Reduced US Treasury Holdings in June https://www.nashnova.com/feed/special/korean-won-vs-japanese-yen-divergence-one-stabilized-by-capital-inflows-the-9723 nashnova en 2026-08-17T20:15:00.968Z Korean Won vs. Japanese Yen Divergence: One Stabilized by Capital Inflows, the Other Dragged Down by Fiscal Deficits https://www.nashnova.com/feed/special/tesla-cybercab-could-hit-public-roads-in-austin-as-early-as-this-month-9722 nashnova en 2026-08-17T19:34:08.429Z Tesla Cybercab Could Hit Public Roads in Austin as Early as This Month https://www.nashnova.com/feed/special/japans-listed-companies-raise-full-year-net-profit-forecast-to-14-percent-growth-9721 nashnova en 2026-08-17T19:29:16.460Z Japan's Listed Companies Raise Full-Year Net Profit Forecast to 14% Growth, Driven by AI and Chip Demand https://www.nashnova.com/feed/special/dow-drops-300-points-as-surging-oil-prices-accelerate-stock-selloff-9720 nashnova en 2026-08-17T18:23:50.030Z Dow Drops 300 Points as Surging Oil Prices Accelerate Stock Selloff https://www.nashnova.com/feed/special/morgan-stanley-aws-to-reach-trillion-dollar-revenue-in-a-decade-amazon-stock-9719 nashnova en 2026-08-17T18:14:28.950Z Morgan Stanley: AWS to Reach Trillion-Dollar Revenue in a Decade, Amazon Stock Could Double to $500 by End of 2027 https://www.nashnova.com/feed/special/microsoft-linked-data-center-bond-project-odyssey-attracts-over-8-billion-in-9718 nashnova en 2026-08-17T16:44:14.445Z Microsoft-Linked Data Center Bond 'Project Odyssey' Attracts Over $8 Billion in Orders https://www.nashnova.com/feed/special/japan-life-insurers-bond-unrealized-losses-near-200-billion-exceeding-unrealized-9717 nashnova en 2026-08-17T16:39:25.943Z Japan Life Insurers' Bond Unrealized Losses Near $200 Billion, Exceeding Unrealized Stock Gains https://www.nashnova.com/feed/special/semiconductor-stocks-rotate-out-as-s-and-p-500-implied-dispersion-plunges-from-9716 nashnova en 2026-08-17T16:09:08.161Z Semiconductor Stocks Rotate Out as S&P 500 Implied Dispersion Plunges from Six-Year High https://www.nashnova.com/feed/special/ai-chip-glut-fears-drive-data-center-developers-to-flock-to-texas-9715 nashnova en 2026-08-17T15:15:37.317Z AI Chip Glut Fears Drive Data Center Developers to Flock to Texas https://www.nashnova.com/feed/special/u-s-50-percent-tariffs-on-canada-take-effect-this-week-as-negotiation-gap-9714 nashnova en 2026-08-17T15:09:14.320Z U.S. 50% Tariffs on Canada Take Effect This Week as Negotiation Gap Remains Wide https://www.nashnova.com/feed/special/analyst-ratings-diverge-after-earnings-morgan-stanley-cuts-jd-com-price-target-9713 nashnova en 2026-08-17T14:55:44.868Z Analyst Ratings Diverge After Earnings: Morgan Stanley Cuts JD.com Price Target https://www.nashnova.com/feed/special/u-s-treasury-issues-proposal-on-stablecoin-rules-under-the-genius-act-9712 nashnova en 2026-08-17T14:54:35.408Z U.S. Treasury Issues Proposal on Stablecoin Rules Under the GENIUS Act https://www.nashnova.com/feed/special/sandisk-surges-628-percent-ytd-as-hedge-fund-13f-filings-reveal-sharp-divergence-9711 nashnova en 2026-08-17T14:35:39.294Z SanDisk Surges 628% YTD as Hedge Fund 13F Filings Reveal Sharp Divergence https://www.nashnova.com/feed/special/astrazenecas-two-lung-cancer-drugs-both-achieve-positive-phase-3-trial-results-9710 nashnova en 2026-08-17T14:34:28.397Z AstraZeneca's Two Lung Cancer Drugs Both Achieve Positive Phase 3 Trial Results https://www.nashnova.com/feed/special/shein-valuation-cut-to-25-billion-as-ipo-set-for-hong-kong-listing-this-week-9709 nashnova en 2026-08-17T14:10:20.972Z Shein Valuation Cut to $25 Billion as IPO Set for Hong Kong Listing This Week https://www.nashnova.com/feed/special/surging-ai-data-center-demand-drives-sharp-rise-in-indium-phosphide-wafer-prices-9708 nashnova en 2026-08-17T14:09:11.116Z Surging AI Data Center Demand Drives Sharp Rise in Indium Phosphide Wafer Prices https://www.nashnova.com/feed/special/nvidia-earnings-preview-morgan-stanley-expects-another-beat-and-raise-but-stock-9707 nashnova en 2026-08-17T14:06:10.300Z NVIDIA Earnings Preview: Morgan Stanley Expects Another "Beat-and-Raise," but Stock Reaction Remains Uncertain https://www.nashnova.com/feed/special/wells-fargo-strong-pre-earnings-trading-momentum-for-palo-alto-and-crowdstrike-9706 nashnova en 2026-08-17T14:04:38.563Z Wells Fargo: Strong Pre-Earnings Trading Momentum for Palo Alto and CrowdStrike https://www.nashnova.com/feed/special/nasdaq-futures-short-positions-hit-all-time-record-with-18-billion-net-short-9705 nashnova en 2026-08-17T13:44:12.386Z Nasdaq Futures Short Positions Hit All-Time Record with $18 Billion Net Short https://www.nashnova.com/feed/special/arm-cfo-doubled-stock-price-provides-m-and-a-firepower-large-acquisitions-not-9704 nashnova en 2026-08-17T13:18:13.538Z Arm CFO: Doubled Stock Price Provides M&A Firepower, Large Acquisitions Not Ruled Out https://www.nashnova.com/zh/feed/special/sk-hynixs-second-largest-customer-approaches-nvidia-in-h1-sales-9780 nashnova zh-cn 2026-08-18T08:10:21.230Z SK海力士第二大客户上半年销售额逼近英伟达 https://www.nashnova.com/zh/feed/special/state-grids-record-dim-sum-bond-draws-13x-oversubscription-boosting-hong-kongs-9779 nashnova zh-cn 2026-08-18T08:09:06.502Z 国家电网点心债创纪录，认购超13倍推动香港离岸人民币债市 https://www.nashnova.com/zh/feed/special/iran-tightens-hormuz-strait-controls-as-oil-tankers-halted-and-attacked-9778 nashnova zh-cn 2026-08-18T07:59:17.859Z 伊朗加强霍尔木兹管控，油轮停航并遭袭击 https://www.nashnova.com/zh/feed/special/nasdaq-plans-to-launch-23-hour-trading-on-december-6-2026-9777 nashnova zh-cn 2026-08-18T07:34:04.134Z 纳斯达克拟2026年12月6日启动23小时交易 https://www.nashnova.com/zh/feed/special/new-sf-fed-model-suggests-current-fed-policy-may-already-be-too-loose-9776 nashnova zh-cn 2026-08-18T07:19:22.250Z 旧金山联储新模型：当前美联储政策或已偏宽松 https://www.nashnova.com/zh/feed/special/samsung-establishes-physical-ai-lab-deepening-humanoid-robot-strategy-9775 nashnova zh-cn 2026-08-18T07:12:08.636Z 三星成立实体AI实验室，深化人形机器人布局 https://www.nashnova.com/zh/feed/special/ajinomotos-abf-film-monopolizes-95-percent-of-market-chinas-ai-chip-packaging-9774 nashnova zh-cn 2026-08-18T07:10:43.181Z 味之素ABF薄膜垄断95%市场，中国AI芯片封装面临断供压力 https://www.nashnova.com/zh/feed/special/south-koreas-national-pension-service-participates-as-cornerstone-investor-in-9773 nashnova zh-cn 2026-08-18T07:09:14.162Z 韩国国民年金参与中际旭创港股IPO基石投资，后者已列入美国军事企业名单 https://www.nashnova.com/zh/feed/special/french-government-bonds-under-short-seller-siege-as-france-germany-spread-widens-9772 nashnova zh-cn 2026-08-18T06:50:28.866Z 法国国债遭空头围猎，法德利差升至84基点 https://www.nashnova.com/zh/feed/special/quant-giant-jane-street-discloses-over-1-billion-in-bitcoin-etf-holdings-9771 nashnova zh-cn 2026-08-18T06:49:06.089Z 量化巨头Jane Street披露逾10亿美元比特币ETF持仓 https://www.nashnova.com/zh/feed/special/bridgewater-china-lost-2-8-percent-in-july-but-still-posts-3-percent-positive-9770 nashnova zh-cn 2026-08-18T06:34:38.155Z 桥水中国7月亏损2.8%，全年仍录得3%正收益 https://www.nashnova.com/zh/feed/special/morgan-stanley-china-cloud-ai-computing-roic-reaches-13-percent-20-percent-9769 nashnova zh-cn 2026-08-18T06:19:29.509Z 大摩：中国云厂AI算力ROIC达13%-20%，阿里云最具优势 https://www.nashnova.com/zh/feed/special/core-logic-of-ai-trade-shaken-as-long-chips-short-software-strategy-nears-9768 nashnova zh-cn 2026-08-18T06:14:02.812Z AI交易核心逻辑动摇，芯片做多软件做空策略濒临瓦解 https://www.nashnova.com/zh/feed/special/china-accelerates-mandate-for-government-agencies-to-uninstall-customized-9767 nashnova zh-cn 2026-08-18T06:10:15.610Z 中国提前要求政府机构卸载定制版Windows 10 https://www.nashnova.com/zh/feed/special/chinas-commercial-bank-net-interest-margins-rise-for-first-time-in-four-years-9766 nashnova zh-cn 2026-08-18T06:09:14.839Z 中国商业银行息差四年来首次回升，贷款需求疲软制约下半年前景 https://www.nashnova.com/zh/feed/special/china-10-year-government-bond-yield-falls-to-13-month-low-9765 nashnova zh-cn 2026-08-18T05:54:14.929Z 中国10年期国债收益率跌至13个月低点 https://www.nashnova.com/zh/feed/special/middle-east-ceasefire-hopes-fade-asian-stocks-fall-broadly-oil-prices-rise-above-9764 nashnova zh-cn 2026-08-18T05:29:10.942Z 中东停火希望消退，亚洲股市普跌，油价升破85美元 https://www.nashnova.com/zh/feed/special/iran-declares-offensive-shift-amid-bond-selloff-triggering-global-stock-bond-9763 nashnova zh-cn 2026-08-18T04:59:33.343Z 伊朗宣布转攻势叠加债市抛售，全球股债双杀 https://www.nashnova.com/zh/feed/special/nvidias-50b-ai-financing-plan-vs-broadcoms-approach-a-structural-comparison-9762 nashnova zh-cn 2026-08-18T04:25:44.872Z 英伟达5000亿美元AI融资计划与博通路径对比 https://www.nashnova.com/zh/feed/special/antitrust-regulation-begins-to-erode-apples-100b-services-business-9761 nashnova zh-cn 2026-08-18T04:24:24.957Z 反垄断监管开始侵蚀苹果逾千亿美元服务业务 https://www.nashnova.com/zh/feed/special/top-10-global-private-equity-giants-see-zero-china-deals-this-year-9760 nashnova zh-cn 2026-08-18T04:23:04.703Z 全球十大私募巨头今年在华交易归零 https://www.nashnova.com/zh/feed/special/small-modular-nuclear-reactor-stocks-plunge-as-short-sellers-pocket-2-1-billion-9759 nashnova zh-cn 2026-08-18T04:21:17.716Z 小型模块化核反应堆股票大跌，空头一年获利21亿美元 https://www.nashnova.com/zh/feed/special/hk-stocks-midday-hang-seng-index-falls-0-65-percent-pork-stocks-buck-the-trend-9758 nashnova zh-cn 2026-08-18T04:19:49.718Z 港股午盘恒指跌0.65% 猪肉股逆市领涨 https://www.nashnova.com/zh/feed/special/samsung-hbm4e-mass-production-challenge-yield-and-process-are-key-variables-9756 nashnova zh-cn 2026-08-18T04:18:25.780Z 三星HBM4E量产挑战：良率与制程是关键变量 https://www.nashnova.com/zh/feed/special/ubs-ai-infrastructure-investment-spreading-from-gpus-to-the-entire-supply-chain-9757 nashnova zh-cn 2026-08-18T04:16:48.022Z 瑞银：AI基础设施投资从GPU扩散至全产业链 https://www.nashnova.com/zh/feed/special/chinas-budget-ai-challenges-silicon-valleys-dominant-business-model-9755 nashnova zh-cn 2026-08-18T04:12:11.669Z 中国平价AI挑战硅谷主流商业模式 https://www.nashnova.com/zh/feed/special/ai-data-center-demand-drives-power-semiconductor-shortage-to-last-at-least-two-9754 nashnova zh-cn 2026-08-18T04:10:42.038Z AI数据中心需求推动功率半导体短缺至少持续两年 https://www.nashnova.com/zh/feed/special/horizon-robotics-j7-chip-takes-aim-at-nvidia-and-tesla-9753 nashnova zh-cn 2026-08-18T04:09:35.821Z 地平线机器人J7芯片剑指英伟达与特斯拉 https://www.nashnova.com/zh/feed/special/vessel-struck-by-unidentified-projectile-in-strait-of-hormuz-causing-engine-room-9752 nashnova zh-cn 2026-08-18T03:53:58.884Z 霍尔木兹海峡一船只遭不明弹体击中，致机舱受损及人员伤亡 https://www.nashnova.com/zh/feed/special/hedge-funds-net-bought-u-s-stocks-for-five-consecutive-days-as-tech-sector-short-9751 nashnova zh-cn 2026-08-18T03:19:31.533Z 对冲基金连续五日净买入美股，科技板块逼空主导年内第二快买入潮 https://www.nashnova.com/zh/feed/special/u-s-pressures-south-korea-to-build-memory-chip-fabs-in-america-samsung-and-sk-9750 nashnova zh-cn 2026-08-18T03:15:36.218Z 美国施压韩国赴美建内存厂，三星SK海力士首投项目生变 https://www.nashnova.com/zh/feed/special/fundstrat-bitcoin-volatility-hits-historic-lows-30-percent-major-swing-possible-9749 nashnova zh-cn 2026-08-18T03:13:54.906Z Fundstrat：比特币波动率创历史低位，未来60天或现30%大幅波动 https://www.nashnova.com/zh/feed/special/amd-holds-over-565-million-in-spacex-shares-as-musk-shifts-to-nvidia-9748 nashnova zh-cn 2026-08-18T03:10:13.536Z AMD持有SpaceX股份逾5.65亿美元，马斯克已转向英伟达 https://www.nashnova.com/zh/feed/special/druckenmiller-returns-to-chinese-tech-stocks-tepper-doubles-down-on-baidu-while-9747 nashnova zh-cn 2026-08-18T03:09:09.635Z 德鲁肯米勒重返中国科技股，泰珀加仓百度同时减持阿里 https://www.nashnova.com/zh/feed/special/walmart-earnings-kick-off-retail-season-u-s-consumption-slowing-but-not-stalling-9746 nashnova zh-cn 2026-08-18T03:00:40.967Z 沃尔玛财报开启零售季，美国消费降速但未失速 https://www.nashnova.com/zh/feed/special/copper-supply-tightness-intensifies-as-key-lme-spread-surges-to-nearly-eight-9745 nashnova zh-cn 2026-08-18T02:59:19.869Z 铜市供应紧张加剧，LME关键价差飙升至近八个月高位 https://www.nashnova.com/zh/feed/special/bhp-full-year-profit-surges-30-percent-with-highest-dividend-in-four-years-as-9744 nashnova zh-cn 2026-08-18T02:54:25.667Z BHP全年利润增30%创四年最高股息，铜业务首超铁矿石 https://www.nashnova.com/zh/feed/special/google-plans-to-move-entire-pixel-production-out-of-china-by-2027-9743 nashnova zh-cn 2026-08-18T02:38:43.948Z 谷歌计划2027年将Pixel全线生产迁出中国 https://www.nashnova.com/zh/feed/special/macro-and-technical-convergence-golds-4-500-level-becomes-key-resistance-9742 nashnova zh-cn 2026-08-18T02:37:33.746Z 宏观与技术面共振，黄金4500美元成关键阻力 https://www.nashnova.com/zh/feed/special/korean-retail-investors-flood-into-u-s-stocks-paying-10-percent-premium-for-sk-9741 nashnova zh-cn 2026-08-18T02:15:46.686Z 韩国散户涌入美股，溢价10%抢购SK海力士ADR并押注三倍杠杆ETF https://www.nashnova.com/zh/feed/special/anthropic-and-openai-may-tighten-api-access-putting-enterprise-clients-under-9740 nashnova zh-cn 2026-08-18T02:14:24.954Z Anthropic与OpenAI或收紧API，企业客户面临双重压力 https://www.nashnova.com/zh/feed/special/long-end-treasury-yields-break-5-percent-basis-trade-conversion-option-activity-9739 nashnova zh-cn 2026-08-18T01:49:33.684Z 长端美债收益率破5%，基差套利"转换期权"交易升温 https://www.nashnova.com/zh/feed/special/bofa-maintains-buy-rating-on-tencent-citing-turning-point-in-ai-competitive-9738 nashnova zh-cn 2026-08-18T00:49:27.112Z 美银维持腾讯买入评级，称AI竞争格局现转折 https://www.nashnova.com/zh/feed/special/private-sector-replaces-central-banks-the-evolving-support-structure-beneath-the-9737 nashnova zh-cn 2026-08-18T00:34:39.472Z 私人部门取代央行，美元底部支撑结构演变 https://www.nashnova.com/zh/feed/special/japan-10-year-government-bond-yield-rises-to-30-year-high-9736 nashnova zh-cn 2026-08-18T00:28:51.801Z 日本10年期国债收益率升至三十年高位 https://www.nashnova.com/zh/feed/special/xiaomi-q2-earnings-released-today-memory-costs-and-ev-deliveries-are-key-focus-9735 nashnova zh-cn 2026-08-18T00:19:11.311Z 小米Q2财报今日公布，存储成本与EV交付成关键看点 https://www.nashnova.com/zh/feed/special/goldman-sachs-elevated-u-s-equities-lower-the-threshold-for-conflict-beware-of-9734 nashnova zh-cn 2026-08-18T00:08:33.579Z 高盛：美股高位降低冲突门槛，警惕地缘尾部风险 https://www.nashnova.com/zh/feed/special/ai-server-demand-pushes-high-end-mlcc-lead-times-to-40-weeks-9733 nashnova zh-cn 2026-08-18T00:07:06.127Z AI服务器需求推高端MLCC交货期至40周 https://www.nashnova.com/zh/feed/special/u-s-plans-to-warn-allies-join-the-american-ai-bloc-or-face-incompatibility-with-9732 nashnova zh-cn 2026-08-18T00:05:45.269Z 美国拟警告盟友：加入美国AI阵营或与中国倡议不兼容 https://www.nashnova.com/zh/feed/special/mediatek-raises-asic-market-share-target-to-20-percent-wins-google-tpu-orders-to-9731 nashnova zh-cn 2026-08-18T00:04:37.878Z 联发科ASIC市占率目标升至20%，承接谷歌TPU订单挑战博通 https://www.nashnova.com/zh/feed/special/lithium-mining-giant-rongjies-net-profit-surges-over-tenfold-yoy-institutions-9730 nashnova zh-cn 2026-08-17T23:44:51.922Z 锂矿巨头融捷股份净利润同比增逾十倍，机构看好高盈利周期延续 https://www.nashnova.com/zh/feed/special/memory-stocks-return-to-bull-market-ai-revenue-accelerates-chip-demand-9729 nashnova zh-cn 2026-08-17T22:29:28.013Z 存储股重返牛市：AI营收加速重估芯片需求 https://www.nashnova.com/zh/feed/special/u-s-canada-auto-tariff-reduction-talks-stall-as-north-american-origin-9728 nashnova zh-cn 2026-08-17T21:45:32.895Z 美加汽车关税削减谈判陷僵局，北美产地认定成核心分歧 https://www.nashnova.com/zh/feed/special/fed-rate-hike-expectations-cool-gold-rises-to-4-417-9727 nashnova zh-cn 2026-08-17T21:44:15.448Z 美联储加息预期降温，黄金升至4417美元 https://www.nashnova.com/zh/feed/special/number-of-negative-beta-stocks-in-s-and-p-500-hits-highest-since-1990-9726 nashnova zh-cn 2026-08-17T21:29:33.786Z 标普500负贝塔股票数量创1990年以来新高 https://www.nashnova.com/zh/feed/special/fabrinet-q4-revenue-hits-1-32b-beating-expectations-with-45-percent-yoy-growth-9725 nashnova zh-cn 2026-08-17T20:23:56.874Z Fabrinet Q4营收13.2亿美元超预期，同比增45% https://www.nashnova.com/zh/feed/special/uk-japan-and-china-all-reduced-us-treasury-holdings-in-june-9724 nashnova zh-cn 2026-08-17T20:18:44.794Z 英日中6月美债持仓均环比下降 https://www.nashnova.com/zh/feed/special/korean-won-vs-japanese-yen-divergence-one-stabilized-by-capital-inflows-the-9723 nashnova zh-cn 2026-08-17T20:15:00.968Z 韩元与日元走势分化：一个靠资本回流企稳，一个被财政赤字拖累 https://www.nashnova.com/zh/feed/special/tesla-cybercab-could-hit-public-roads-in-austin-as-early-as-this-month-9722 nashnova zh-cn 2026-08-17T19:34:08.429Z 特斯拉Cybercab最快本月在奥斯汀公开上路 https://www.nashnova.com/zh/feed/special/japans-listed-companies-raise-full-year-net-profit-forecast-to-14-percent-growth-9721 nashnova zh-cn 2026-08-17T19:29:16.460Z 日本上市企业上调全年净利预测至增14%，AI与芯片需求驱动 https://www.nashnova.com/zh/feed/special/dow-drops-300-points-as-surging-oil-prices-accelerate-stock-selloff-9720 nashnova zh-cn 2026-08-17T18:23:50.030Z 道指跌300点，油价飙升加速美股抛售 https://www.nashnova.com/zh/feed/special/morgan-stanley-aws-to-reach-trillion-dollar-revenue-in-a-decade-amazon-stock-9719 nashnova zh-cn 2026-08-17T18:14:28.950Z 摩根士丹利：AWS十年达万亿营收，亚马逊股价2027年底或翻倍至500美元 https://www.nashnova.com/zh/feed/special/microsoft-linked-data-center-bond-project-odyssey-attracts-over-8-billion-in-9718 nashnova zh-cn 2026-08-17T16:44:14.445Z 微软关联数据中心债券"Project Odyssey"获逾80亿美元认购 https://www.nashnova.com/zh/feed/special/japan-life-insurers-bond-unrealized-losses-near-200-billion-exceeding-unrealized-9717 nashnova zh-cn 2026-08-17T16:39:25.943Z 日本寿险业债券浮亏近2000亿美元，超股票浮盈 https://www.nashnova.com/zh/feed/special/semiconductor-stocks-rotate-out-as-s-and-p-500-implied-dispersion-plunges-from-9716 nashnova zh-cn 2026-08-17T16:09:08.161Z 半导体股轮出，标普500隐含分散度急跌至六年高位后回落 https://www.nashnova.com/zh/feed/special/ai-chip-glut-fears-drive-data-center-developers-to-flock-to-texas-9715 nashnova zh-cn 2026-08-17T15:15:37.317Z AI芯片过剩隐忧推动数据中心开发商涌入德克萨斯州 https://www.nashnova.com/zh/feed/special/u-s-50-percent-tariffs-on-canada-take-effect-this-week-as-negotiation-gap-9714 nashnova zh-cn 2026-08-17T15:09:14.320Z 美国对加拿大50%关税本周生效，谈判双方分歧仍大 https://www.nashnova.com/zh/feed/special/analyst-ratings-diverge-after-earnings-morgan-stanley-cuts-jd-com-price-target-9713 nashnova zh-cn 2026-08-17T14:55:44.868Z 财报后分析师评级分歧，摩根士丹利下调京东目标价 https://www.nashnova.com/zh/feed/special/u-s-treasury-issues-proposal-on-stablecoin-rules-under-the-genius-act-9712 nashnova zh-cn 2026-08-17T14:54:35.408Z 美国财政部就GENIUS法案稳定币规则发布提案 https://www.nashnova.com/zh/feed/special/sandisk-surges-628-percent-ytd-as-hedge-fund-13f-filings-reveal-sharp-divergence-9711 nashnova zh-cn 2026-08-17T14:35:39.294Z 闪迪年内涨628%，对冲基金13F持仓现分歧 https://www.nashnova.com/zh/feed/special/astrazenecas-two-lung-cancer-drugs-both-achieve-positive-phase-3-trial-results-9710 nashnova zh-cn 2026-08-17T14:34:28.397Z 阿斯利康两款肺癌药三期试验均获阳性结果 https://www.nashnova.com/zh/feed/special/shein-valuation-cut-to-25-billion-as-ipo-set-for-hong-kong-listing-this-week-9709 nashnova zh-cn 2026-08-17T14:10:20.972Z Shein估值降至250亿美元，IPO定于本周香港上市 https://www.nashnova.com/zh/feed/special/surging-ai-data-center-demand-drives-sharp-rise-in-indium-phosphide-wafer-prices-9708 nashnova zh-cn 2026-08-17T14:09:11.116Z AI数据中心需求激增，磷化铟晶圆价格大幅攀升 https://www.nashnova.com/zh/feed/special/nvidia-earnings-preview-morgan-stanley-expects-another-beat-and-raise-but-stock-9707 nashnova zh-cn 2026-08-17T14:06:10.300Z 英伟达财报前瞻：摩根士丹利预计再现"超预期+上调指引"，但股价反应存疑 https://www.nashnova.com/zh/feed/special/wells-fargo-strong-pre-earnings-trading-momentum-for-palo-alto-and-crowdstrike-9706 nashnova zh-cn 2026-08-17T14:04:38.563Z 富国银行：Palo Alto与CrowdStrike财报前交易动能强劲 https://www.nashnova.com/zh/feed/special/nasdaq-futures-short-positions-hit-all-time-record-with-18-billion-net-short-9705 nashnova zh-cn 2026-08-17T13:44:12.386Z 纳指期货空头仓位创历史纪录，净空头规模达180亿美元 https://www.nashnova.com/zh/feed/special/arm-cfo-doubled-stock-price-provides-m-and-a-firepower-large-acquisitions-not-9704 nashnova zh-cn 2026-08-17T13:18:13.538Z Arm CFO：股价翻倍提供并购弹药，不排除大型收购 https://www.nashnova.com/zh/feed/special/9703 nashnova zh-cn 2026-08-17T12:54:10.919Z 特朗普威胁轰炸阿曼 霍尔木兹封锁压力升级 https://www.nashnova.com/zh/feed/special/ai-9702 nashnova zh-cn 2026-08-17T12:46:58.400Z 高盛更新AI生产力受益股名单，爱彼迎、波音等入列 https://www.nashnova.com/zh/feed/special/229-9701 nashnova zh-cn 2026-08-17T12:45:55.564Z 雷神获229亿美元战斧导弹合同，联动数百家供应商扩产 https://www.nashnova.com/zh/feed/special/ai-9700 nashnova zh-cn 2026-08-17T12:44:57.293Z 美国商品期货交易委员会就AI算力期货合约征询公众意见 https://www.nashnova.com/zh/feed/special/8-20-6-9699 nashnova zh-cn 2026-08-17T12:43:58.441Z 美国8月帝国州制造业指数意外升至20.6 https://www.nashnova.com/zh/feed/special/h-9698 nashnova zh-cn 2026-08-17T12:39:56.829Z 高盛首评立讯精密H股 押注数据中心与汽车电子驱动利润加速 https://www.nashnova.com/zh/feed/special/9697 nashnova zh-cn 2026-08-17T12:19:05.729Z 英伟达高管：做机器人是为造市场，不是打败对手 https://www.nashnova.com/zh/feed/special/ceo-2030-9696 nashnova zh-cn 2026-08-17T12:14:00.150Z 港交所CEO陈翊庭续约三年至2030年 https://www.nashnova.com/zh/feed/special/5-9695 nashnova zh-cn 2026-08-17T12:11:53.299Z 美元跌至5月新低，新兴市场货币指数创历史高位 https://www.nashnova.com/zh/feed/special/9694 nashnova zh-cn 2026-08-17T12:10:28.766Z 摩根士丹利：美联储年内维持利率不变 https://www.nashnova.com/zh/feed/special/2-9693 nashnova zh-cn 2026-08-17T12:09:39.568Z 宇树科技上市前夕发布人形机器人"超人"，跳高2米速度破纪录 https://www.nashnova.com/zh/feed/special/q2-24-percent-9692 nashnova zh-cn 2026-08-17T11:45:45.923Z 华住Q2营业利润增24%，轻资产占比过半 https://www.nashnova.com/zh/feed/special/9691 nashnova zh-cn 2026-08-17T11:44:03.808Z 贝森特押注利率大降，短债滚续策略暗藏风险 https://www.nashnova.com/zh/feed/special/iphone-9690 nashnova zh-cn 2026-08-17T11:29:10.011Z 罗斯柴尔德上调苹果评级：可折叠iPhone被市场低估 https://www.nashnova.com/zh/feed/special/9689 nashnova zh-cn 2026-08-17T11:19:22.834Z 路透调查：经济学家维持美联储年内不降息预测 https://www.nashnova.com/zh/feed/special/641-percent-20-9688 nashnova zh-cn 2026-08-17T11:14:40.323Z 超纯应材首日涨641%，一签浮盈逾20万元 https://www.nashnova.com/zh/feed/special/q2-500-etf-9687 nashnova zh-cn 2026-08-17T10:30:43.691Z 桥水Q2近乎清仓美光，大举增持标普500 ETF https://www.nashnova.com/zh/feed/special/app-9686 nashnova zh-cn 2026-08-17T10:29:25.971Z 德国竞争监管机构要求苹果修改App数据同意规则 https://www.nashnova.com/zh/feed/special/hbm-rubin-ultra-npo-9685 nashnova zh-cn 2026-08-17T10:26:56.632Z 大摩：HBM短缺推动英伟达Rubin Ultra分层配置，中国超级节点转向NPO互联 https://www.nashnova.com/zh/feed/special/ai-9684 nashnova zh-cn 2026-08-17T10:25:17.872Z 特朗普旗下加密公司合作平台提供受限中国AI模型 https://www.nashnova.com/zh/feed/special/ark-cloudflare-9683 nashnova zh-cn 2026-08-17T10:24:09.898Z 木头姐ARK买入Cloudflare、英伟达，大幅减持迪尔 https://www.nashnova.com/zh/feed/special/meta-140-9682 nashnova zh-cn 2026-08-17T10:10:54.340Z Meta与贝莱德140亿美元德州数据中心保险缺口暴露贷款方风险 https://www.nashnova.com/zh/feed/special/17-9681 nashnova zh-cn 2026-08-17T10:09:34.546Z 北水净买入中芯国际逾17亿港元，华虹宏力遭净卖出 https://www.nashnova.com/zh-hant/feed/special/sk-hynixs-second-largest-customer-approaches-nvidia-in-h1-sales-9780 nashnova zh-tw 2026-08-18T08:10:21.230Z SK海力士第二大客戶上半年銷售額逼近輝達 https://www.nashnova.com/zh-hant/feed/special/state-grids-record-dim-sum-bond-draws-13x-oversubscription-boosting-hong-kongs-9779 nashnova zh-tw 2026-08-18T08:09:06.502Z 國家電網點心債創紀錄，認購超13倍推動香港離岸人民幣債市 https://www.nashnova.com/zh-hant/feed/special/iran-tightens-hormuz-strait-controls-as-oil-tankers-halted-and-attacked-9778 nashnova zh-tw 2026-08-18T07:59:17.859Z 伊朗加強霍爾木茲管控，油輪停航並遭襲擊 https://www.nashnova.com/zh-hant/feed/special/nasdaq-plans-to-launch-23-hour-trading-on-december-6-2026-9777 nashnova zh-tw 2026-08-18T07:34:04.134Z 納斯達克擬2026年12月6日啟動23小時交易 https://www.nashnova.com/zh-hant/feed/special/new-sf-fed-model-suggests-current-fed-policy-may-already-be-too-loose-9776 nashnova zh-tw 2026-08-18T07:19:22.250Z 舊金山聯儲新模型：當前美聯儲政策或已偏寬鬆 https://www.nashnova.com/zh-hant/feed/special/samsung-establishes-physical-ai-lab-deepening-humanoid-robot-strategy-9775 nashnova zh-tw 2026-08-18T07:12:08.636Z 三星成立實體AI實驗室，深化人形機器人佈局 https://www.nashnova.com/zh-hant/feed/special/ajinomotos-abf-film-monopolizes-95-percent-of-market-chinas-ai-chip-packaging-9774 nashnova zh-tw 2026-08-18T07:10:43.181Z 味之素ABF薄膜壟斷95%市場，中國AI晶片封裝面臨斷供壓力 https://www.nashnova.com/zh-hant/feed/special/south-koreas-national-pension-service-participates-as-cornerstone-investor-in-9773 nashnova zh-tw 2026-08-18T07:09:14.162Z 韓國國民年金參與中際旭創港股IPO基石投資，後者已列入美國軍事企業名單 https://www.nashnova.com/zh-hant/feed/special/french-government-bonds-under-short-seller-siege-as-france-germany-spread-widens-9772 nashnova zh-tw 2026-08-18T06:50:28.866Z 法國國債遭空頭圍獵，法德利差升至84基點 https://www.nashnova.com/zh-hant/feed/special/quant-giant-jane-street-discloses-over-1-billion-in-bitcoin-etf-holdings-9771 nashnova zh-tw 2026-08-18T06:49:06.089Z 量化巨頭Jane Street披露逾10億美元比特幣ETF持倉 https://www.nashnova.com/zh-hant/feed/special/bridgewater-china-lost-2-8-percent-in-july-but-still-posts-3-percent-positive-9770 nashnova zh-tw 2026-08-18T06:34:38.155Z 橋水中國7月虧損2.8%，全年仍錄得3%正收益 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-china-cloud-ai-computing-roic-reaches-13-percent-20-percent-9769 nashnova zh-tw 2026-08-18T06:19:29.509Z 大摩：中國雲廠AI算力ROIC達13%-20%，阿里雲最具優勢 https://www.nashnova.com/zh-hant/feed/special/core-logic-of-ai-trade-shaken-as-long-chips-short-software-strategy-nears-9768 nashnova zh-tw 2026-08-18T06:14:02.812Z AI交易核心邏輯動搖，晶片做多軟體做空策略瀕臨瓦解 https://www.nashnova.com/zh-hant/feed/special/china-accelerates-mandate-for-government-agencies-to-uninstall-customized-9767 nashnova zh-tw 2026-08-18T06:10:15.610Z 中國提前要求政府機構卸載定製版Windows 10 https://www.nashnova.com/zh-hant/feed/special/chinas-commercial-bank-net-interest-margins-rise-for-first-time-in-four-years-9766 nashnova zh-tw 2026-08-18T06:09:14.839Z 中國商業銀行息差四年來首次回升，貸款需求疲軟制約下半年前景 https://www.nashnova.com/zh-hant/feed/special/china-10-year-government-bond-yield-falls-to-13-month-low-9765 nashnova zh-tw 2026-08-18T05:54:14.929Z 中國10年期國債收益率跌至13個月低點 https://www.nashnova.com/zh-hant/feed/special/middle-east-ceasefire-hopes-fade-asian-stocks-fall-broadly-oil-prices-rise-above-9764 nashnova zh-tw 2026-08-18T05:29:10.942Z 中東停火希望消退，亞洲股市普跌，油價升破85美元 https://www.nashnova.com/zh-hant/feed/special/iran-declares-offensive-shift-amid-bond-selloff-triggering-global-stock-bond-9763 nashnova zh-tw 2026-08-18T04:59:33.343Z 伊朗宣布轉攻勢疊加債市拋售，全球股債雙殺 https://www.nashnova.com/zh-hant/feed/special/nvidias-50b-ai-financing-plan-vs-broadcoms-approach-a-structural-comparison-9762 nashnova zh-tw 2026-08-18T04:25:44.872Z 輝達5000億美元AI融資計劃與博通路徑對比 https://www.nashnova.com/zh-hant/feed/special/antitrust-regulation-begins-to-erode-apples-100b-services-business-9761 nashnova zh-tw 2026-08-18T04:24:24.957Z 反壟斷監管開始侵蝕蘋果逾千億美元服務業務 https://www.nashnova.com/zh-hant/feed/special/top-10-global-private-equity-giants-see-zero-china-deals-this-year-9760 nashnova zh-tw 2026-08-18T04:23:04.703Z 全球十大私募巨頭今年在華交易歸零 https://www.nashnova.com/zh-hant/feed/special/small-modular-nuclear-reactor-stocks-plunge-as-short-sellers-pocket-2-1-billion-9759 nashnova zh-tw 2026-08-18T04:21:17.716Z 小型模組化核反應堆股票大跌，空頭一年獲利21億美元 https://www.nashnova.com/zh-hant/feed/special/hk-stocks-midday-hang-seng-index-falls-0-65-percent-pork-stocks-buck-the-trend-9758 nashnova zh-tw 2026-08-18T04:19:49.718Z 港股午盤恒指跌0.65% 豬肉股逆市領漲 https://www.nashnova.com/zh-hant/feed/special/samsung-hbm4e-mass-production-challenge-yield-and-process-are-key-variables-9756 nashnova zh-tw 2026-08-18T04:18:25.780Z 三星HBM4E量產挑戰：良率與製程是關鍵變量 https://www.nashnova.com/zh-hant/feed/special/ubs-ai-infrastructure-investment-spreading-from-gpus-to-the-entire-supply-chain-9757 nashnova zh-tw 2026-08-18T04:16:48.022Z 瑞銀：AI基礎設施投資從GPU擴散至全產業鏈 https://www.nashnova.com/zh-hant/feed/special/chinas-budget-ai-challenges-silicon-valleys-dominant-business-model-9755 nashnova zh-tw 2026-08-18T04:12:11.669Z 中國平價AI挑戰矽谷主流商業模式 https://www.nashnova.com/zh-hant/feed/special/ai-data-center-demand-drives-power-semiconductor-shortage-to-last-at-least-two-9754 nashnova zh-tw 2026-08-18T04:10:42.038Z AI資料中心需求推動功率半導體短缺至少持續兩年 https://www.nashnova.com/zh-hant/feed/special/horizon-robotics-j7-chip-takes-aim-at-nvidia-and-tesla-9753 nashnova zh-tw 2026-08-18T04:09:35.821Z 地平線機器人J7晶片劍指輝達與特斯拉 https://www.nashnova.com/zh-hant/feed/special/vessel-struck-by-unidentified-projectile-in-strait-of-hormuz-causing-engine-room-9752 nashnova zh-tw 2026-08-18T03:53:58.884Z 霍爾木茲海峽一船隻遭不明彈體擊中，致機艙受損及人員傷亡 https://www.nashnova.com/zh-hant/feed/special/hedge-funds-net-bought-u-s-stocks-for-five-consecutive-days-as-tech-sector-short-9751 nashnova zh-tw 2026-08-18T03:19:31.533Z 對沖基金連續五日淨買入美股，科技板塊逼空主導年內第二快買入潮 https://www.nashnova.com/zh-hant/feed/special/u-s-pressures-south-korea-to-build-memory-chip-fabs-in-america-samsung-and-sk-9750 nashnova zh-tw 2026-08-18T03:15:36.218Z 美國施壓韓國赴美建記憶體廠，三星SK海力士首投項目生變 https://www.nashnova.com/zh-hant/feed/special/fundstrat-bitcoin-volatility-hits-historic-lows-30-percent-major-swing-possible-9749 nashnova zh-tw 2026-08-18T03:13:54.906Z Fundstrat：比特幣波動率創歷史低位，未來60天或現30%大幅波動 https://www.nashnova.com/zh-hant/feed/special/amd-holds-over-565-million-in-spacex-shares-as-musk-shifts-to-nvidia-9748 nashnova zh-tw 2026-08-18T03:10:13.536Z AMD持有SpaceX股份逾5.65億美元，馬斯克已轉向輝達 https://www.nashnova.com/zh-hant/feed/special/druckenmiller-returns-to-chinese-tech-stocks-tepper-doubles-down-on-baidu-while-9747 nashnova zh-tw 2026-08-18T03:09:09.635Z 德魯肯米勒重返中國科技股，泰珀加倉百度同時減持阿里 https://www.nashnova.com/zh-hant/feed/special/walmart-earnings-kick-off-retail-season-u-s-consumption-slowing-but-not-stalling-9746 nashnova zh-tw 2026-08-18T03:00:40.967Z 沃爾瑪財報開啟零售季，美國消費降速但未失速 https://www.nashnova.com/zh-hant/feed/special/copper-supply-tightness-intensifies-as-key-lme-spread-surges-to-nearly-eight-9745 nashnova zh-tw 2026-08-18T02:59:19.869Z 銅市供應緊張加劇，LME關鍵價差飆升至近八個月高位 https://www.nashnova.com/zh-hant/feed/special/bhp-full-year-profit-surges-30-percent-with-highest-dividend-in-four-years-as-9744 nashnova zh-tw 2026-08-18T02:54:25.667Z BHP全年利潤增30%創四年最高股息，銅業務首超鐵礦石 https://www.nashnova.com/zh-hant/feed/special/google-plans-to-move-entire-pixel-production-out-of-china-by-2027-9743 nashnova zh-tw 2026-08-18T02:38:43.948Z 谷歌計劃2027年將Pixel全線生產遷出中國 https://www.nashnova.com/zh-hant/feed/special/macro-and-technical-convergence-golds-4-500-level-becomes-key-resistance-9742 nashnova zh-tw 2026-08-18T02:37:33.746Z 宏觀與技術面共振，黃金4500美元成關鍵阻力 https://www.nashnova.com/zh-hant/feed/special/korean-retail-investors-flood-into-u-s-stocks-paying-10-percent-premium-for-sk-9741 nashnova zh-tw 2026-08-18T02:15:46.686Z 韓國散戶湧入美股，溢價10%搶購SK海力士ADR並押注三倍槓桿ETF https://www.nashnova.com/zh-hant/feed/special/anthropic-and-openai-may-tighten-api-access-putting-enterprise-clients-under-9740 nashnova zh-tw 2026-08-18T02:14:24.954Z Anthropic與OpenAI或收緊API，企業客戶面臨雙重壓力 https://www.nashnova.com/zh-hant/feed/special/long-end-treasury-yields-break-5-percent-basis-trade-conversion-option-activity-9739 nashnova zh-tw 2026-08-18T01:49:33.684Z 長端美債收益率破5%，基差套利「轉換期權」交易升溫 https://www.nashnova.com/zh-hant/feed/special/bofa-maintains-buy-rating-on-tencent-citing-turning-point-in-ai-competitive-9738 nashnova zh-tw 2026-08-18T00:49:27.112Z 美銀維持騰訊買入評級，稱AI競爭格局現轉折 https://www.nashnova.com/zh-hant/feed/special/private-sector-replaces-central-banks-the-evolving-support-structure-beneath-the-9737 nashnova zh-tw 2026-08-18T00:34:39.472Z 私人部門取代央行，美元底部支撐結構演變 https://www.nashnova.com/zh-hant/feed/special/japan-10-year-government-bond-yield-rises-to-30-year-high-9736 nashnova zh-tw 2026-08-18T00:28:51.801Z 日本10年期國債收益率升至三十年高位 https://www.nashnova.com/zh-hant/feed/special/xiaomi-q2-earnings-released-today-memory-costs-and-ev-deliveries-are-key-focus-9735 nashnova zh-tw 2026-08-18T00:19:11.311Z 小米Q2財報今日公布，存儲成本與EV交付成關鍵看點 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-elevated-u-s-equities-lower-the-threshold-for-conflict-beware-of-9734 nashnova zh-tw 2026-08-18T00:08:33.579Z 高盛：美股高位降低衝突門檻，警惕地緣尾部風險 https://www.nashnova.com/zh-hant/feed/special/ai-server-demand-pushes-high-end-mlcc-lead-times-to-40-weeks-9733 nashnova zh-tw 2026-08-18T00:07:06.127Z AI伺服器需求推高端MLCC交貨期至40週 https://www.nashnova.com/zh-hant/feed/special/u-s-plans-to-warn-allies-join-the-american-ai-bloc-or-face-incompatibility-with-9732 nashnova zh-tw 2026-08-18T00:05:45.269Z 美國擬警告盟友：加入美國AI陣營或與中國倡議不兼容 https://www.nashnova.com/zh-hant/feed/special/mediatek-raises-asic-market-share-target-to-20-percent-wins-google-tpu-orders-to-9731 nashnova zh-tw 2026-08-18T00:04:37.878Z 聯發科ASIC市佔率目標升至20%，承接谷歌TPU訂單挑戰博通 https://www.nashnova.com/zh-hant/feed/special/lithium-mining-giant-rongjies-net-profit-surges-over-tenfold-yoy-institutions-9730 nashnova zh-tw 2026-08-17T23:44:51.922Z 鋰礦巨頭融捷股份淨利潤同比增逾十倍，機構看好高盈利週期延續 https://www.nashnova.com/zh-hant/feed/special/memory-stocks-return-to-bull-market-ai-revenue-accelerates-chip-demand-9729 nashnova zh-tw 2026-08-17T22:29:28.013Z 儲存股重返牛市：AI營收加速重估晶片需求 https://www.nashnova.com/zh-hant/feed/special/u-s-canada-auto-tariff-reduction-talks-stall-as-north-american-origin-9728 nashnova zh-tw 2026-08-17T21:45:32.895Z 美加汽車關稅削減談判陷僵局，北美產地認定成核心分歧 https://www.nashnova.com/zh-hant/feed/special/fed-rate-hike-expectations-cool-gold-rises-to-4-417-9727 nashnova zh-tw 2026-08-17T21:44:15.448Z 美聯儲加息預期降溫，黃金升至4417美元 https://www.nashnova.com/zh-hant/feed/special/number-of-negative-beta-stocks-in-s-and-p-500-hits-highest-since-1990-9726 nashnova zh-tw 2026-08-17T21:29:33.786Z 標普500負貝塔股票數量創1990年以來新高 https://www.nashnova.com/zh-hant/feed/special/fabrinet-q4-revenue-hits-1-32b-beating-expectations-with-45-percent-yoy-growth-9725 nashnova zh-tw 2026-08-17T20:23:56.874Z Fabrinet Q4營收13.2億美元超預期，同比增45% https://www.nashnova.com/zh-hant/feed/special/uk-japan-and-china-all-reduced-us-treasury-holdings-in-june-9724 nashnova zh-tw 2026-08-17T20:18:44.794Z 英日中6月美債持倉均環比下降 https://www.nashnova.com/zh-hant/feed/special/korean-won-vs-japanese-yen-divergence-one-stabilized-by-capital-inflows-the-9723 nashnova zh-tw 2026-08-17T20:15:00.968Z 韓元與日元走勢分化：一個靠資本回流企穩，一個被財政赤字拖累 https://www.nashnova.com/zh-hant/feed/special/tesla-cybercab-could-hit-public-roads-in-austin-as-early-as-this-month-9722 nashnova zh-tw 2026-08-17T19:34:08.429Z 特斯拉Cybercab最快本月在奧斯汀公開上路 https://www.nashnova.com/zh-hant/feed/special/japans-listed-companies-raise-full-year-net-profit-forecast-to-14-percent-growth-9721 nashnova zh-tw 2026-08-17T19:29:16.460Z 日本上市企業上調全年淨利預測至增14%，AI與晶片需求驅動 https://www.nashnova.com/zh-hant/feed/special/dow-drops-300-points-as-surging-oil-prices-accelerate-stock-selloff-9720 nashnova zh-tw 2026-08-17T18:23:50.030Z 道指跌300點，油價飆升加速美股拋售 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-aws-to-reach-trillion-dollar-revenue-in-a-decade-amazon-stock-9719 nashnova zh-tw 2026-08-17T18:14:28.950Z 摩根士丹利：AWS十年達萬億營收，亞馬遜股價2027年底或翻倍至500美元 https://www.nashnova.com/zh-hant/feed/special/microsoft-linked-data-center-bond-project-odyssey-attracts-over-8-billion-in-9718 nashnova zh-tw 2026-08-17T16:44:14.445Z 微軟關聯數據中心債券「Project Odyssey」獲逾80億美元認購 https://www.nashnova.com/zh-hant/feed/special/japan-life-insurers-bond-unrealized-losses-near-200-billion-exceeding-unrealized-9717 nashnova zh-tw 2026-08-17T16:39:25.943Z 日本壽險業債券浮虧近2000億美元，超股票浮盈 https://www.nashnova.com/zh-hant/feed/special/semiconductor-stocks-rotate-out-as-s-and-p-500-implied-dispersion-plunges-from-9716 nashnova zh-tw 2026-08-17T16:09:08.161Z 半導體股輪出，標普500隱含分散度急跌至六年高位後回落 https://www.nashnova.com/zh-hant/feed/special/ai-chip-glut-fears-drive-data-center-developers-to-flock-to-texas-9715 nashnova zh-tw 2026-08-17T15:15:37.317Z AI晶片過剩隱憂推動數據中心開發商湧入德克薩斯州 https://www.nashnova.com/zh-hant/feed/special/u-s-50-percent-tariffs-on-canada-take-effect-this-week-as-negotiation-gap-9714 nashnova zh-tw 2026-08-17T15:09:14.320Z 美國對加拿大50%關稅本週生效，談判雙方分歧仍大 https://www.nashnova.com/zh-hant/feed/special/analyst-ratings-diverge-after-earnings-morgan-stanley-cuts-jd-com-price-target-9713 nashnova zh-tw 2026-08-17T14:55:44.868Z 財報後分析師評級分歧，摩根士丹利下調京東目標價 https://www.nashnova.com/zh-hant/feed/special/u-s-treasury-issues-proposal-on-stablecoin-rules-under-the-genius-act-9712 nashnova zh-tw 2026-08-17T14:54:35.408Z 美國財政部就GENIUS法案穩定幣規則發布提案 https://www.nashnova.com/zh-hant/feed/special/sandisk-surges-628-percent-ytd-as-hedge-fund-13f-filings-reveal-sharp-divergence-9711 nashnova zh-tw 2026-08-17T14:35:39.294Z 閃迪年內漲628%，對沖基金13F持倉現分歧 https://www.nashnova.com/zh-hant/feed/special/astrazenecas-two-lung-cancer-drugs-both-achieve-positive-phase-3-trial-results-9710 nashnova zh-tw 2026-08-17T14:34:28.397Z 阿斯利康兩款肺癌藥三期試驗均獲陽性結果 https://www.nashnova.com/zh-hant/feed/special/shein-valuation-cut-to-25-billion-as-ipo-set-for-hong-kong-listing-this-week-9709 nashnova zh-tw 2026-08-17T14:10:20.972Z Shein估值降至250億美元，IPO定於本週香港上市 https://www.nashnova.com/zh-hant/feed/special/surging-ai-data-center-demand-drives-sharp-rise-in-indium-phosphide-wafer-prices-9708 nashnova zh-tw 2026-08-17T14:09:11.116Z AI數據中心需求激增，磷化銦晶圓價格大幅攀升 https://www.nashnova.com/zh-hant/feed/special/nvidia-earnings-preview-morgan-stanley-expects-another-beat-and-raise-but-stock-9707 nashnova zh-tw 2026-08-17T14:06:10.300Z 輝達財報前瞻：摩根士丹利預計再現「超預期+上調指引」，但股價反應存疑 https://www.nashnova.com/zh-hant/feed/special/wells-fargo-strong-pre-earnings-trading-momentum-for-palo-alto-and-crowdstrike-9706 nashnova zh-tw 2026-08-17T14:04:38.563Z 富國銀行：Palo Alto與CrowdStrike財報前交易動能強勁 https://www.nashnova.com/zh-hant/feed/special/nasdaq-futures-short-positions-hit-all-time-record-with-18-billion-net-short-9705 nashnova zh-tw 2026-08-17T13:44:12.386Z 納指期貨空頭倉位創歷史紀錄，淨空頭規模達180億美元 https://www.nashnova.com/zh-hant/feed/special/arm-cfo-doubled-stock-price-provides-m-and-a-firepower-large-acquisitions-not-9704 nashnova zh-tw 2026-08-17T13:18:13.538Z Arm CFO：股價翻倍提供併購彈藥，不排除大型收購 https://www.nashnova.com/zh-hant/feed/special/9703 nashnova zh-tw 2026-08-17T12:54:10.919Z 特朗普威脅轟炸阿曼 霍爾木茲封鎖壓力升級 https://www.nashnova.com/zh-hant/feed/special/ai-airbnb-9702 nashnova zh-tw 2026-08-17T12:46:58.400Z 高盛更新AI生產力受益股名單，Airbnb、波音等入列 https://www.nashnova.com/zh-hant/feed/special/229-9701 nashnova zh-tw 2026-08-17T12:45:55.564Z 雷神獲229億美元戰斧導彈合約，聯動數百家供應商擴產 https://www.nashnova.com/zh-hant/feed/special/ai-9700 nashnova zh-tw 2026-08-17T12:44:57.293Z 美國商品期貨交易委員會就AI算力期貨合約徵詢公眾意見 https://www.nashnova.com/zh-hant/feed/special/8-20-6-9699 nashnova zh-tw 2026-08-17T12:43:58.441Z 美國8月帝國州製造業指數意外升至20.6 https://www.nashnova.com/zh-hant/feed/special/h-9698 nashnova zh-tw 2026-08-17T12:39:56.829Z 高盛首評立訊精密H股 押注數據中心與汽車電子驅動利潤加速 https://www.nashnova.com/zh-hant/feed/special/9697 nashnova zh-tw 2026-08-17T12:19:05.729Z 輝達高管：做機器人是為了創造市場，不是打敗對手 https://www.nashnova.com/zh-hant/feed/special/ceo-2030-9696 nashnova zh-tw 2026-08-17T12:14:00.150Z 港交所CEO陳翊庭續約三年至2030年 https://www.nashnova.com/zh-hant/feed/special/5-9695 nashnova zh-tw 2026-08-17T12:11:53.299Z 美元跌至5月新低，新興市場貨幣指數創歷史高位 https://www.nashnova.com/zh-hant/feed/special/9694 nashnova zh-tw 2026-08-17T12:10:28.766Z 摩根士丹利：聯準會年內維持利率不變 https://www.nashnova.com/zh-hant/feed/special/2-9693 nashnova zh-tw 2026-08-17T12:09:39.568Z 宇樹科技上市前夕發布人形機器人「超人」，跳高2米速度破紀錄 https://www.nashnova.com/zh-hant/feed/special/q2-24-percent-9692 nashnova zh-tw 2026-08-17T11:45:45.923Z 華住Q2營業利潤增24%，輕資產佔比過半 https://www.nashnova.com/zh-hant/feed/special/9691 nashnova zh-tw 2026-08-17T11:44:03.808Z 貝森特押注利率大降，短債滾續策略暗藏風險 https://www.nashnova.com/zh-hant/feed/special/iphone-9690 nashnova zh-tw 2026-08-17T11:29:10.011Z 羅斯柴爾德上調蘋果評級：可摺疊iPhone被市場低估 https://www.nashnova.com/zh-hant/feed/special/9689 nashnova zh-tw 2026-08-17T11:19:22.834Z 路透調查：經濟學家維持美聯儲年內不降息預測 https://www.nashnova.com/zh-hant/feed/special/641-percent-20-9688 nashnova zh-tw 2026-08-17T11:14:40.323Z 超純應材首日漲641%，一簽浮盈逾20萬元 https://www.nashnova.com/zh-hant/feed/special/q2-500-etf-9687 nashnova zh-tw 2026-08-17T10:30:43.691Z 橋水Q2近乎清倉美光，大舉增持標普500 ETF https://www.nashnova.com/zh-hant/feed/special/app-9686 nashnova zh-tw 2026-08-17T10:29:25.971Z 德國競爭監管機構要求蘋果修改App數據同意規則 https://www.nashnova.com/zh-hant/feed/special/hbm-rubin-ultra-npo-9685 nashnova zh-tw 2026-08-17T10:26:56.632Z 大摩：HBM短缺推動輝達Rubin Ultra分層配置，中國超級節點轉向NPO互聯 https://www.nashnova.com/zh-hant/feed/special/ai-9684 nashnova zh-tw 2026-08-17T10:25:17.872Z 特朗普旗下加密公司合作平台提供受限中國AI模型 https://www.nashnova.com/zh-hant/feed/special/ark-cloudflare-9683 nashnova zh-tw 2026-08-17T10:24:09.898Z 木頭姐ARK買入Cloudflare、輝達，大幅減持迪爾 https://www.nashnova.com/zh-hant/feed/special/meta-140-9682 nashnova zh-tw 2026-08-17T10:10:54.340Z Meta與貝萊德140億美元德州數據中心保險缺口暴露貸款方風險 https://www.nashnova.com/zh-hant/feed/special/17-9681 nashnova zh-tw 2026-08-17T10:09:34.546Z 北水淨買入中芯國際逾17億港元，華虹宏力遭淨賣出