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/feed/special/trump-threatens-to-bomb-oman-as-hormuz-strait-blockade-pressure-escalates-9703 nashnova en 2026-08-17T12:54:10.919Z Trump Threatens to Bomb Oman as Hormuz Strait Blockade Pressure Escalates https://www.nashnova.com/feed/special/goldman-sachs-updates-ai-productivity-beneficiary-stock-list-adding-airbnb-9702 nashnova en 2026-08-17T12:46:58.400Z Goldman Sachs Updates AI Productivity Beneficiary Stock List, Adding Airbnb, Boeing and Others https://www.nashnova.com/feed/special/raytheon-wins-22-9b-tomahawk-missile-contract-driving-expansion-across-hundreds-9701 nashnova en 2026-08-17T12:45:55.564Z Raytheon Wins $22.9B Tomahawk Missile Contract, Driving Expansion Across Hundreds of Suppliers https://www.nashnova.com/feed/special/cftc-seeks-public-comment-on-ai-computing-power-futures-contracts-9700 nashnova en 2026-08-17T12:44:57.293Z CFTC Seeks Public Comment on AI Computing Power Futures Contracts https://www.nashnova.com/feed/special/u-s-august-empire-state-manufacturing-index-unexpectedly-surges-to-20-6-9699 nashnova en 2026-08-17T12:43:58.441Z U.S. August Empire State Manufacturing Index Unexpectedly Surges to 20.6 https://www.nashnova.com/feed/special/goldman-sachs-initiates-coverage-on-luxshare-precision-h-shares-betting-on-data-9698 nashnova en 2026-08-17T12:39:56.829Z Goldman Sachs Initiates Coverage on Luxshare Precision H-Shares, Betting on Data Centers and Auto Electronics to Accelerate Profit Growth https://www.nashnova.com/feed/special/nvidia-executive-were-building-robots-to-create-markets-not-beat-competitors-9697 nashnova en 2026-08-17T12:19:05.729Z NVIDIA Executive: We're Building Robots to Create Markets, Not Beat Competitors https://www.nashnova.com/feed/special/hkex-ceo-bonnie-chans-contract-renewed-for-three-years-until-2030-9696 nashnova en 2026-08-17T12:14:00.150Z HKEX CEO Bonnie Chan's Contract Renewed for Three Years Until 2030 https://www.nashnova.com/feed/special/dollar-falls-to-may-low-as-emerging-market-currency-index-hits-record-high-9695 nashnova en 2026-08-17T12:11:53.299Z Dollar Falls to May Low as Emerging Market Currency Index Hits Record High https://www.nashnova.com/feed/special/morgan-stanley-fed-to-hold-rates-steady-for-the-rest-of-the-year-9694 nashnova en 2026-08-17T12:10:28.766Z Morgan Stanley: Fed to Hold Rates Steady for the Rest of the Year https://www.nashnova.com/feed/special/unitree-robotics-unveils-record-breaking-humanoid-robot-superman-ahead-of-ipo-9693 nashnova en 2026-08-17T12:09:39.568Z Unitree Robotics Unveils Record-Breaking Humanoid Robot "Superman" Ahead of IPO https://www.nashnova.com/feed/special/huazhu-q2-operating-profit-up-24-percent-asset-light-revenue-exceeds-half-9692 nashnova en 2026-08-17T11:45:45.923Z Huazhu Q2 Operating Profit Up 24%, Asset-Light Revenue Exceeds Half https://www.nashnova.com/feed/special/bessent-bets-on-sharp-rate-cuts-short-dated-debt-rollover-strategy-carries-9691 nashnova en 2026-08-17T11:44:03.808Z Bessent Bets on Sharp Rate Cuts: Short-Dated Debt Rollover Strategy Carries Hidden Risks https://www.nashnova.com/feed/special/rothschild-upgrades-apple-foldable-iphone-underestimated-by-the-market-9690 nashnova en 2026-08-17T11:29:10.011Z Rothschild Upgrades Apple: Foldable iPhone Underestimated by the Market 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https://www.nashnova.com/feed/special/morgan-stanley-hbm-shortage-drives-nvidia-rubin-ultra-tiered-configuration-china-9685 nashnova en 2026-08-17T10:26:56.632Z Morgan Stanley: HBM Shortage Drives Nvidia Rubin Ultra Tiered Configuration; China Super Nodes Shift to NPO Interconnect https://www.nashnova.com/feed/special/platform-partnered-with-trumps-crypto-firm-offers-restricted-chinese-ai-models-9684 nashnova en 2026-08-17T10:25:17.872Z Platform Partnered with Trump's Crypto Firm Offers Restricted Chinese AI Models https://www.nashnova.com/feed/special/cathie-woods-ark-buys-cloudflare-and-nvidia-significantly-trims-deere-9683 nashnova en 2026-08-17T10:24:09.898Z Cathie Wood's ARK Buys Cloudflare and NVIDIA, Significantly Trims Deere https://www.nashnova.com/feed/special/meta-and-blackrocks-14-billion-texas-data-center-insurance-gap-exposes-lender-9682 nashnova en 2026-08-17T10:10:54.340Z Meta and BlackRock's $14 Billion Texas Data Center Insurance Gap Exposes Lender Risk 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https://www.nashnova.com/feed/special/point72-cuts-nvidia-and-broadcom-in-q2-initiates-texas-instruments-position-to-9677 nashnova en 2026-08-17T09:49:33.602Z Point72 Cuts NVIDIA and Broadcom in Q2, Initiates Texas Instruments Position to Target Semiconductor Subsectors https://www.nashnova.com/feed/special/amd-acquires-canadian-ai-chip-startup-taalas-betting-on-hbm-free-inference-9676 nashnova en 2026-08-17T09:34:38.582Z AMD Acquires Canadian AI Chip Startup Taalas, Betting on HBM-Free Inference Architecture https://www.nashnova.com/feed/special/segantiis-storage-chip-bet-blows-up-citadel-takes-over-positions-jane-street-9675 nashnova en 2026-08-17T09:26:08.301Z Segantii's Storage Chip Bet Blows Up, Citadel Takes Over Positions, Jane Street Loses $15 Billion https://www.nashnova.com/feed/special/crypto-market-weekly-watch-fomc-minutes-coinbase-circle-agreement-renewal-and-9674 nashnova en 2026-08-17T09:24:27.554Z Crypto Market Weekly Watch: FOMC Minutes, Coinbase-Circle Agreement Renewal & Oil Price Trends https://www.nashnova.com/feed/special/ecb-blog-ai-tech-stock-valuation-correction-may-be-unavoidable-limited-policy-9673 nashnova en 2026-08-17T09:14:25.565Z ECB Blog: AI Tech Stock Valuation Correction May Be Unavoidable, Limited Policy Buffer https://www.nashnova.com/feed/special/tsmc-overseas-fabs-h1-2026-arizona-profits-surge-663-percent-japan-turns-9672 nashnova en 2026-08-17T09:09:32.153Z TSMC Overseas Fabs H1 2026: Arizona Profits Surge 663%, Japan Turns Profitable https://www.nashnova.com/feed/special/gds-plans-to-invest-rmb-30-50-billion-in-data-centers-over-three-years-raises-9671 nashnova en 2026-08-17T09:05:35.166Z GDS Plans to Invest RMB 30-50 Billion in Data Centers Over Three Years, Raises Full-Year Sales Target to 1 GW https://www.nashnova.com/feed/special/hk-stock-market-closing-review-aug-17-hsi-rises-1-34-percent-snapping-four-day-9670 nashnova en 2026-08-17T08:52:38.017Z HK Stock Market Closing Review, Aug 17: HSI Rises 1.34% Snapping Four-Day Losing Streak; Computing Power, Container Shipping, and Non-Ferrous Metals Lead Gains https://www.nashnova.com/feed/special/us-iran-ceasefire-expires-amid-negotiation-deadlock-us-stock-futures-edge-higher-9669 nashnova en 2026-08-17T08:50:54.810Z US-Iran Ceasefire Expires Amid Negotiation Deadlock; US Stock Futures Edge Higher https://www.nashnova.com/feed/special/chinas-fx-reserve-indicator-posts-largest-quarterly-gain-in-12-years-9668 nashnova en 2026-08-17T08:49:27.002Z China's FX Reserve Indicator Posts Largest Quarterly Gain in 12 Years https://www.nashnova.com/feed/special/samsungs-h1-sales-to-china-surpass-u-s-nvidia-absent-from-top-five-clients-9667 nashnova en 2026-08-17T08:10:13.248Z Samsung's H1 Sales to China Surpass U.S., Nvidia Absent from Top Five Clients https://www.nashnova.com/feed/special/chinas-15th-five-year-plan-2030-oil-and-gas-supply-target-of-440-million-tonnes-9666 nashnova en 2026-08-17T08:09:04.164Z China's "15th Five-Year Plan": 2030 Oil & Gas Supply Target of 440 Million Tonnes of Oil Equivalent https://www.nashnova.com/feed/special/ai-auto-coding-on-the-rise-nvidias-cuda-moat-could-weaken-within-two-years-9665 nashnova en 2026-08-17T08:04:14.835Z AI Auto-Coding on the Rise: NVIDIA's CUDA Moat Could Weaken Within Two Years https://www.nashnova.com/feed/special/arm-and-amd-erode-intels-share-as-server-cpu-market-could-exceed-210-billion-by-9664 nashnova en 2026-08-17T07:51:16.902Z Arm and AMD Erode Intel's Share as Server CPU Market Could Exceed $210 Billion by 2030 https://www.nashnova.com/feed/special/german-government-considers-selling-commerzbank-stake-to-unicredit-9663 nashnova en 2026-08-17T07:50:03.280Z German Government Considers Selling Commerzbank Stake to UniCredit https://www.nashnova.com/feed/special/chinas-july-crude-steel-output-falls-3-6-percent-yoy-as-rebar-prices-hit-near-9662 nashnova en 2026-08-17T07:48:54.481Z China's July Crude Steel Output Falls 3.6% YoY as Rebar Prices Hit Near-Decade Lows https://www.nashnova.com/feed/special/chinas-july-retail-sales-rise-just-0-6-percent-yoy-missing-expectations-and-9661 nashnova en 2026-08-17T07:11:25.502Z China's July Retail Sales Rise Just 0.6% YoY, Missing Expectations and Declining from Prior Month https://www.nashnova.com/feed/special/tier-1-city-home-prices-rise-mom-in-july-while-tier-2-and-tier-3-cities-see-9660 nashnova en 2026-08-17T07:10:28.507Z Tier-1 City Home Prices Rise MoM in July While Tier-2 and Tier-3 Cities See Declines https://www.nashnova.com/feed/special/chinas-national-real-estate-development-investment-down-19-2-percent-yoy-in-jan-9659 nashnova en 2026-08-17T07:09:24.731Z China's National Real Estate Development Investment Down 19.2% YoY in Jan–Jul https://www.nashnova.com/feed/special/chinas-july-industrial-output-grows-4-5-percent-yoy-down-from-previous-reading-9658 nashnova en 2026-08-17T07:08:44.387Z China's July Industrial Output Grows 4.5% YoY, Down from Previous Reading 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Capital Inflows https://www.nashnova.com/feed/special/jefferies-global-copper-deficit-expected-to-reach-440k-tonnes-in-2026-as-major-9653 nashnova en 2026-08-17T06:20:33.523Z Jefferies: Global Copper Deficit Expected to Reach 440K Tonnes in 2026 as Major Miners Cut Q2 Output by 3.9% https://www.nashnova.com/feed/special/apple-iphone-17-series-may-see-global-price-hikes-before-month-end-up-to-140-9652 nashnova en 2026-08-17T06:19:15.687Z Apple iPhone 17 Series May See Global Price Hikes Before Month-End, Up to ~$140 More Per Unit https://www.nashnova.com/feed/special/citic-securities-report-ai-wave-drives-structural-rally-in-a-shares-shift-in-9651 nashnova en 2026-08-17T05:59:42.372Z CITIC Securities Report: AI Wave Drives Structural Rally in A-Shares, Shift in Market Cap Leaders Points to Era-Defining Theme https://www.nashnova.com/feed/special/u-s-warns-allies-joining-chinas-ai-framework-will-mean-exclusion-from-u-s-led-9650 nashnova en 2026-08-17T05:24:03.436Z U.S. Warns Allies: Joining China's AI Framework Will Mean Exclusion from U.S.-Led Coalition https://www.nashnova.com/feed/special/lg-and-nvidia-advance-humanoid-robot-collaboration-bipedal-robot-set-for-q1-2027-9649 nashnova en 2026-08-17T05:10:54.237Z LG and NVIDIA Advance Humanoid Robot Collaboration, Bipedal Robot Set for Q1 2027 Launch https://www.nashnova.com/feed/special/top-chinese-hedge-funds-rotated-out-of-nvidia-and-hyperscalers-in-q2-9648 nashnova en 2026-08-17T05:09:20.536Z Top Chinese Hedge Funds Rotated Out of NVIDIA and Hyperscalers in Q2 https://www.nashnova.com/feed/special/nvidia-plans-3-billion-stake-in-softbanks-sb-energy-linked-to-openai-ohio-data-9647 nashnova en 2026-08-17T04:58:51.312Z Nvidia Plans $3 Billion Stake in SoftBank's SB Energy, Linked to OpenAI Ohio Data Center https://www.nashnova.com/feed/special/geely-autos-h1-net-profit-drops-1-8-percent-as-doubled-exports-offset-china-9646 nashnova en 2026-08-17T04:49:51.874Z Geely Auto's H1 Net Profit Drops 1.8% as Doubled 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Model, Target Price RMB 2,100 https://www.nashnova.com/feed/special/jane-streets-15-billion-debt-swap-narrowing-the-creditor-circle-to-safeguard-9637 nashnova en 2026-08-17T03:14:17.244Z Jane Street's $15 Billion Debt Swap: Narrowing the Creditor Circle to Safeguard Financing Stability https://www.nashnova.com/feed/special/jpmorgan-raises-zhipu-target-price-to-hk-1-800-deepseek-price-hike-reshapes-9636 nashnova en 2026-08-17T02:54:34.943Z JPMorgan Raises Zhipu Target Price to HK$1,800; DeepSeek Price Hike Reshapes China's AI Competitive Landscape https://www.nashnova.com/feed/special/jpmorgan-semiconductor-q2-demand-beats-expectations-price-hikes-spreading-from-9635 nashnova en 2026-08-17T02:10:47.646Z JPMorgan: Semiconductor Q2 Demand Beats Expectations, Price Hikes Spreading from Memory to Equipment and Materials https://www.nashnova.com/feed/special/foreign-capital-snaps-up-chinese-real-estate-assets-as-wanda-plaza-receives-pag-9634 nashnova en 2026-08-17T02:09:14.822Z Foreign 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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 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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 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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/trump-threatens-to-bomb-oman-as-hormuz-strait-blockade-pressure-escalates-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/goldman-sachs-updates-ai-productivity-beneficiary-stock-list-adding-airbnb-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/raytheon-wins-22-9b-tomahawk-missile-contract-driving-expansion-across-hundreds-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/cftc-seeks-public-comment-on-ai-computing-power-futures-contracts-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/u-s-august-empire-state-manufacturing-index-unexpectedly-surges-to-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/goldman-sachs-initiates-coverage-on-luxshare-precision-h-shares-betting-on-data-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/nvidia-executive-were-building-robots-to-create-markets-not-beat-competitors-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/hkex-ceo-bonnie-chans-contract-renewed-for-three-years-until-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/dollar-falls-to-may-low-as-emerging-market-currency-index-hits-record-high-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/morgan-stanley-fed-to-hold-rates-steady-for-the-rest-of-the-year-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/unitree-robotics-unveils-record-breaking-humanoid-robot-superman-ahead-of-ipo-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/huazhu-q2-operating-profit-up-24-percent-asset-light-revenue-exceeds-half-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/bessent-bets-on-sharp-rate-cuts-short-dated-debt-rollover-strategy-carries-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/rothschild-upgrades-apple-foldable-iphone-underestimated-by-the-market-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/reuters-poll-economists-maintain-forecast-of-no-fed-rate-cuts-this-year-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/ultra-pure-micro-surges-641-percent-on-debut-single-lot-profit-exceeds-200k-yuan-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/bridgewater-nearly-liquidates-micron-in-q2-significantly-increases-spy-holdings-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/germanys-competition-regulator-orders-apple-to-modify-app-data-consent-rules-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/morgan-stanley-hbm-shortage-drives-nvidia-rubin-ultra-tiered-configuration-china-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 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https://www.nashnova.com/zh/feed/special/chinas-chip-industry-achieves-breakthroughs-cxmts-ipo-catapults-it-into-global-9639 nashnova zh-cn 2026-08-17T04:09:19.769Z 中国芯片产业迎突破：长鑫科技IPO跻身全球前三，华为AI芯片已可训练大模型 https://www.nashnova.com/zh/feed/special/jefferies-moutai-shifts-to-luxury-model-target-price-rmb-2-100-9638 nashnova zh-cn 2026-08-17T03:34:32.062Z 杰富瑞：茅台转向奢侈品模式，目标价2100元 https://www.nashnova.com/zh/feed/special/jane-streets-15-billion-debt-swap-narrowing-the-creditor-circle-to-safeguard-9637 nashnova zh-cn 2026-08-17T03:14:17.244Z Jane Street 150亿美元债务置换：缩小债权人圈子护航融资稳定 https://www.nashnova.com/zh/feed/special/jpmorgan-raises-zhipu-target-price-to-hk-1-800-deepseek-price-hike-reshapes-9636 nashnova zh-cn 2026-08-17T02:54:34.943Z 摩根大通上调智谱目标价至1800港元，DeepSeek提价重塑中国AI竞争格局 https://www.nashnova.com/zh/feed/special/jpmorgan-semiconductor-q2-demand-beats-expectations-price-hikes-spreading-from-9635 nashnova zh-cn 2026-08-17T02:10:47.646Z 摩根大通：半导体二季报需求超预期，涨价从存储向设备材料扩散 https://www.nashnova.com/zh/feed/special/foreign-capital-snaps-up-chinese-real-estate-assets-as-wanda-plaza-receives-pag-9634 nashnova zh-cn 2026-08-17T02:09:14.822Z 外资抄底中国房地产资产，万达广场获PAG注资 https://www.nashnova.com/zh/feed/special/hormuz-dark-fleet-ships-over-4-million-barrels-daily-brent-crude-holds-steady-at-9633 nashnova zh-cn 2026-08-17T01:39:40.674Z 霍尔木兹"暗船"日运超400万桶 布伦特原油稳守80至90美元 https://www.nashnova.com/zh/feed/special/think-tank-warns-chinas-robotics-industry-may-replicate-ev-disruption-playbook-9632 nashnova zh-cn 2026-08-17T01:29:32.201Z 智库警告：中国机器人产业或复制电动车冲击路径 https://www.nashnova.com/zh/feed/special/goldman-sachs-fed-rate-hike-in-september-now-highly-unlikely-but-market-rate-9631 nashnova zh-cn 2026-08-17T01:24:45.179Z 高盛：美联储9月加息已极不可能，市场利率定价仍偏鹰 https://www.nashnova.com/zh/feed/special/big-techs-off-balance-sheet-ai-commitments-reach-3-trillion-dwarfing-on-book-9630 nashnova zh-cn 2026-08-17T01:09:24.043Z 大科技AI表外承诺达3万亿美元，远超账面资本支出 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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 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https://www.nashnova.com/zh-hant/feed/special/u-s-august-empire-state-manufacturing-index-unexpectedly-surges-to-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/goldman-sachs-initiates-coverage-on-luxshare-precision-h-shares-betting-on-data-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/nvidia-executive-were-building-robots-to-create-markets-not-beat-competitors-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/hkex-ceo-bonnie-chans-contract-renewed-for-three-years-until-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/dollar-falls-to-may-low-as-emerging-market-currency-index-hits-record-high-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/morgan-stanley-fed-to-hold-rates-steady-for-the-rest-of-the-year-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/unitree-robotics-unveils-record-breaking-humanoid-robot-superman-ahead-of-ipo-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/huazhu-q2-operating-profit-up-24-percent-asset-light-revenue-exceeds-half-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/bessent-bets-on-sharp-rate-cuts-short-dated-debt-rollover-strategy-carries-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/rothschild-upgrades-apple-foldable-iphone-underestimated-by-the-market-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 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https://www.nashnova.com/zh-hant/feed/special/platform-partnered-with-trumps-crypto-firm-offers-restricted-chinese-ai-models-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/cathie-woods-ark-buys-cloudflare-and-nvidia-significantly-trims-deere-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-and-blackrocks-14-billion-texas-data-center-insurance-gap-exposes-lender-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/northbound-funds-net-bought-over-hk-1-7-billion-in-smic-while-hua-hong-semi-saw-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 https://www.nashnova.com/zh-hant/feed/special/an-conghui-succeeds-as-chairman-of-geely-autos-board-li-shufu-transitions-to-9680 nashnova zh-tw 2026-08-17T10:04:36.499Z 安聰慧接任吉利汽車董事會主席，李書福轉任榮譽主席 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港股8月17日收評：恒指漲1.34%止步四連跌，算力、集運、有色領漲 https://www.nashnova.com/zh-hant/feed/special/us-iran-ceasefire-expires-amid-negotiation-deadlock-us-stock-futures-edge-higher-9669 nashnova zh-tw 2026-08-17T08:50:54.810Z 美伊停火到期談判僵局 美股期貨小幅走高 https://www.nashnova.com/zh-hant/feed/special/chinas-fx-reserve-indicator-posts-largest-quarterly-gain-in-12-years-9668 nashnova zh-tw 2026-08-17T08:49:27.002Z 中國外匯儲備指標創12年最大季度增幅 https://www.nashnova.com/zh-hant/feed/special/samsungs-h1-sales-to-china-surpass-u-s-nvidia-absent-from-top-five-clients-9667 nashnova zh-tw 2026-08-17T08:10:13.248Z 三星上半年對華銷售額超越美國，輝達未進前五大客戶 https://www.nashnova.com/zh-hant/feed/special/chinas-15th-five-year-plan-2030-oil-and-gas-supply-target-of-440-million-tonnes-9666 nashnova zh-tw 2026-08-17T08:09:04.164Z 中國「十五五」規劃：2030年油氣供應目標4.4億噸油當量 https://www.nashnova.com/zh-hant/feed/special/ai-auto-coding-on-the-rise-nvidias-cuda-moat-could-weaken-within-two-years-9665 nashnova zh-tw 2026-08-17T08:04:14.835Z AI自動編程崛起，英偉達CUDA護城河或兩年內被削弱 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