https://www.nashnova.com/feed/special/surging-ai-data-center-demand-triggers-critical-u-s-power-grid-equipment-6028 NashNova en 2026-07-09T09:50:47.547Z Surging AI Data Center Demand Triggers Critical U.S. Power Grid Equipment Shortage https://www.nashnova.com/feed/special/gigadevice-forecasts-h1-net-profit-of-6-9-billion-yuan-surging-over-11-fold-year-6027 NashNova en 2026-07-09T09:45:25.726Z GigaDevice Forecasts H1 Net Profit of 6.9 Billion Yuan, Surging Over 11-Fold Year-on-Year https://www.nashnova.com/feed/special/french-competition-authority-nvidia-antitrust-investigation-nearing-conclusion-6026 NashNova en 2026-07-09T09:35:24.768Z French Competition Authority: Nvidia Antitrust Investigation Nearing Conclusion https://www.nashnova.com/feed/special/taiwans-h1-exports-surge-47-percent-hitting-all-time-high-6025 NashNova en 2026-07-09T09:25:51.393Z Taiwan's H1 Exports Surge 47%, Hitting All-Time High https://www.nashnova.com/feed/special/anthropic-secondary-market-valuation-surges-to-1-2-trillion-with-scarce-sellers-6024 NashNova en 2026-07-09T09:12:53.500Z Anthropic Secondary Market Valuation Surges to $1.2 Trillion with Scarce Sellers and Rare Transactions https://www.nashnova.com/feed/special/blackrock-ai-capex-commitments-can-sustain-thematic-investing-for-two-to-three-6023 NashNova en 2026-07-09T09:11:42.533Z BlackRock: AI Capex Commitments Can Sustain Thematic Investing for Two to Three Years https://www.nashnova.com/feed/special/state-council-issues-15th-five-year-plan-carbon-peaking-action-plan-6022 NashNova en 2026-07-09T09:10:30.723Z State Council Issues 15th Five-Year Plan Carbon Peaking Action Plan https://www.nashnova.com/feed/special/former-goldman-sachs-commodities-chief-ai-capital-misallocation-poses-hidden-6021 NashNova en 2026-07-09T09:01:10.917Z Former Goldman Sachs Commodities Chief: AI Capital Misallocation Poses Hidden Risks, Old Economy Revenge Not Over Yet https://www.nashnova.com/feed/special/hong-kong-market-close-hang-seng-index-falls-0-7-percent-as-semiconductor-and-6020 NashNova en 2026-07-09T08:56:46.835Z Hong Kong Market Close: Hang Seng Index Falls 0.7% as Semiconductor and Computing Power Stocks Buck the Trend https://www.nashnova.com/feed/special/gold-returns-to-4-100-as-hsbc-cuts-full-year-forecast-6019 NashNova en 2026-07-09T08:52:18.395Z Gold Returns to $4,100 as HSBC Cuts Full-Year Forecast https://www.nashnova.com/feed/special/u-s-iran-conflict-escalates-european-gas-prices-hover-near-monthly-highs-6018 NashNova en 2026-07-09T08:50:58.329Z U.S.-Iran Conflict Escalates, European Gas Prices Hover Near Monthly Highs https://www.nashnova.com/feed/special/sk-hynix-adr-arbitrage-far-more-challenging-than-tsmc-6017 NashNova en 2026-07-09T08:36:31.433Z SK Hynix ADR Arbitrage Far More Challenging Than TSMC https://www.nashnova.com/feed/special/nexchips-hong-kong-grey-market-trading-up-over-8-percent-6016 NashNova en 2026-07-09T08:35:18.292Z Nexchip's Hong Kong Grey Market Trading Up Over 8% https://www.nashnova.com/feed/special/uk-long-term-bond-issuance-plans-draw-market-warnings-6015 NashNova en 2026-07-09T08:30:57.499Z UK Long-Term Bond Issuance Plans Draw Market Warnings https://www.nashnova.com/feed/special/jpmorgan-raises-asml-price-target-to-2-200-2027-outlook-is-key-to-re-rating-6014 NashNova en 2026-07-09T08:18:30.025Z JPMorgan Raises ASML Price Target to $2,200; 2027 Outlook Is Key to Re-Rating https://www.nashnova.com/feed/special/cxmt-ipo-fundraising-excludes-hbm-cooling-ai-memory-expectations-6013 NashNova en 2026-07-09T08:16:59.149Z CXMT IPO Fundraising Excludes HBM, Cooling AI Memory Expectations https://www.nashnova.com/feed/special/bofa-reiterates-buy-on-micron-with-1-550-price-target-6012 NashNova en 2026-07-09T08:15:45.789Z BofA Reiterates Buy on Micron with $1,550 Price Target https://www.nashnova.com/feed/special/taiwan-central-bank-governor-warns-of-ai-bubble-risks-6011 NashNova en 2026-07-09T08:05:18.947Z Taiwan Central Bank Governor Warns of AI Bubble Risks https://www.nashnova.com/feed/special/u-s-stock-futures-edge-higher-as-markets-digest-renewed-u-s-iran-clashes-6010 NashNova en 2026-07-09T07:55:40.479Z U.S. Stock Futures Edge Higher as Markets Digest Renewed U.S.-Iran Clashes https://www.nashnova.com/feed/special/taiwan-dollar-falls-to-14-month-low-as-dividend-season-intensifies-selling-6009 NashNova en 2026-07-09T07:51:10.341Z Taiwan Dollar Falls to 14-Month Low as Dividend Season Intensifies Selling Pressure https://www.nashnova.com/feed/special/ases-june-revenue-surges-33-percent-yoy-q2-up-27-percent-qoq-6008 NashNova en 2026-07-09T07:50:14.447Z ASE's June Revenue Surges 33% YoY, Q2 Up 27% QoQ https://www.nashnova.com/feed/special/european-tech-stocks-rebound-as-middle-east-oil-supply-risks-persist-6007 NashNova en 2026-07-09T07:40:54.441Z European Tech Stocks Rebound as Middle East Oil Supply Risks Persist https://www.nashnova.com/feed/special/swift-launches-blockchain-based-cross-border-payment-system-with-17-banks-in-6006 NashNova en 2026-07-09T07:30:31.884Z Swift Launches Blockchain-Based Cross-Border Payment System with 17 Banks in Pilot Program https://www.nashnova.com/feed/special/bofa-and-citi-both-back-nvidia-per-rack-price-hikes-cover-hbm-costs-18x-pe-hits-6005 NashNova en 2026-07-09T07:15:52.893Z BofA and Citi Both Back NVIDIA: Per-Rack Price Hikes Cover HBM Costs, 18x PE Hits Seven-Year Low https://www.nashnova.com/feed/special/astrazenecas-wainua-phase-3-trial-in-cardiac-disease-misses-primary-endpoint-6004 NashNova en 2026-07-09T07:10:34.798Z AstraZeneca's Wainua Phase 3 Trial in Cardiac Disease Misses Primary Endpoint https://www.nashnova.com/feed/special/germanys-may-exports-rise-unexpectedly-by-0-9-percent-trade-surplus-widens-to-19-6003 NashNova en 2026-07-09T06:20:27.391Z Germany's May Exports Rise Unexpectedly by 0.9%, Trade Surplus Widens to €19.1 Billion https://www.nashnova.com/feed/special/us-stock-q2-earnings-season-ai-spending-and-consumer-resilience-face-dual-stress-6002 NashNova en 2026-07-09T06:11:01.554Z US Stock Q2 Earnings Season: AI Spending and Consumer Resilience Face Dual Stress Test https://www.nashnova.com/feed/special/applied-materials-ceo-chip-expansion-cycle-to-last-several-more-years-6001 NashNova en 2026-07-09T05:11:52.928Z Applied Materials CEO: Chip Expansion Cycle to Last Several More Years https://www.nashnova.com/feed/special/wistron-and-wiwynn-both-hit-record-high-h1-revenue-as-ai-server-shipments-6000 NashNova en 2026-07-09T05:10:41.555Z Wistron and Wiwynn Both Hit Record-High H1 Revenue as AI Server Shipments Continue to Grow https://www.nashnova.com/feed/special/u-s-iran-tensions-escalate-again-bitcoin-holds-firm-while-gold-continues-to-5999 NashNova en 2026-07-09T05:06:32.746Z U.S.-Iran Tensions Escalate Again: Bitcoin Holds Firm While Gold Continues to Slide https://www.nashnova.com/feed/special/pboc-introduces-structural-divergence-concept-for-the-first-time-emphasizing-5998 NashNova en 2026-07-09T05:05:19.445Z PBOC Introduces "Structural Divergence" Concept for the First Time, Emphasizing Monetary Policy Flexibility https://www.nashnova.com/feed/special/goldman-sachs-hormuz-tensions-may-delay-middle-east-crude-supply-recovery-5997 NashNova en 2026-07-09T04:46:50.680Z Goldman Sachs: Hormuz Tensions May Delay Middle East Crude Supply Recovery https://www.nashnova.com/feed/special/hong-kong-stocks-drop-0-78-percent-at-midday-as-ai-ipo-lock-up-expirations-5996 NashNova en 2026-07-09T04:45:52.242Z Hong Kong Stocks Drop 0.78% at Midday as AI IPO Lock-Up Expirations Trigger Divergence https://www.nashnova.com/feed/special/chinese-regulators-halt-bank-underwriting-of-lgfv-bonds-maturing-within-two-5995 NashNova en 2026-07-09T04:35:44.313Z Chinese Regulators Halt Bank Underwriting of LGFV Bonds Maturing Within Two Years https://www.nashnova.com/feed/special/samsung-and-sk-hynix-delay-hybrid-bonding-adoption-timeline-5994 NashNova en 2026-07-09T04:18:57.282Z Samsung and SK Hynix Delay Hybrid Bonding Adoption Timeline https://www.nashnova.com/feed/special/chinas-rare-earth-export-controls-squeeze-japanese-competitors-5993 NashNova en 2026-07-09T04:17:35.334Z China's Rare Earth Export Controls Squeeze Japanese Competitors https://www.nashnova.com/feed/special/15-ai-chip-firms-compete-for-smics-7nm-capacity-shortage-could-reach-1-6-million-5992 NashNova en 2026-07-09T04:16:09.951Z 15 AI Chip Firms Compete for SMIC's 7nm Capacity, Shortage Could Reach 1.6 Million Wafers https://www.nashnova.com/feed/special/bain-capital-fully-exits-kioxia-ai-wave-delivers-epic-private-equity-returns-5991 NashNova en 2026-07-09T04:12:19.268Z Bain Capital Fully Exits Kioxia, AI Wave Delivers Epic Private Equity Returns https://www.nashnova.com/feed/special/quant-long-short-funds-down-3-6-percent-in-two-weeks-as-momentum-collapse-meets-5990 NashNova en 2026-07-09T04:11:06.257Z Quant Long-Short Funds Down 3.6% in Two Weeks as Momentum Collapse Meets Korean Stock Turmoil https://www.nashnova.com/feed/special/citi-summit-scaling-robotics-is-a-decade-long-marathon-5989 NashNova en 2026-07-09T03:14:58.990Z Citi Summit: Scaling Robotics Is a Decade-Long Marathon https://www.nashnova.com/feed/special/foxconn-builds-a-four-dimensional-semiconductor-ecosystem-5988 NashNova en 2026-07-09T03:13:41.216Z Foxconn Builds a Four-Dimensional Semiconductor Ecosystem https://www.nashnova.com/feed/special/sovereign-ai-emerges-as-next-growth-driver-for-chip-industry-nvidia-holds-5987 NashNova en 2026-07-09T03:12:10.671Z Sovereign AI Emerges as Next Growth Driver for Chip Industry, NVIDIA Holds Strongest Edge https://www.nashnova.com/feed/special/china-reportedly-plans-to-allow-limited-h200-imports-training-only-inference-5986 NashNova en 2026-07-09T03:10:51.227Z China Reportedly Plans to Allow Limited H200 Imports: Training Only, Inference Must Use Domestic Chips https://www.nashnova.com/feed/special/goldman-sachs-predicts-over-50-percent-upside-for-catl-in-the-next-year-5985 NashNova en 2026-07-09T02:46:14.426Z Goldman Sachs Predicts Over 50% Upside for CATL in the Next Year https://www.nashnova.com/feed/special/jensen-huang-ai-value-shifting-to-enterprise-workflows-harness-becomes-key-5984 NashNova en 2026-07-09T02:45:12.024Z Jensen Huang: AI Value Shifting to Enterprise Workflows, Harness Becomes Key Competitive Edge https://www.nashnova.com/feed/special/former-boj-official-terminal-rate-could-exceed-2-percent-5983 NashNova en 2026-07-09T02:25:36.897Z Former BOJ Official: Terminal Rate Could Exceed 2% https://www.nashnova.com/feed/special/asian-stocks-rebound-on-chip-rally-as-three-day-oil-surge-weighs-on-bond-market-5982 NashNova en 2026-07-09T02:01:41.631Z Asian Stocks Rebound on Chip Rally as Three-Day Oil Surge Weighs on Bond Market https://www.nashnova.com/feed/special/chinese-banks-claim-seven-of-worlds-top-ten-spots-with-assets-more-than-double-5981 NashNova en 2026-07-09T02:00:13.122Z Chinese Banks Claim Seven of World's Top Ten Spots, with Assets More Than Double Those of U.S. Banks https://www.nashnova.com/feed/special/us-iran-ceasefire-collapse-combined-with-hawkish-fed-minutes-triggers-sharp-5980 NashNova en 2026-07-09T01:52:35.961Z US-Iran Ceasefire Collapse Combined with Hawkish Fed Minutes Triggers Sharp Global Bond Selloff https://www.nashnova.com/feed/special/luxshare-precision-drops-over-5-percent-on-hong-kong-debut-opening-at-hk-60-5979 NashNova en 2026-07-09T01:51:06.845Z Luxshare Precision Drops Over 5% on Hong Kong Debut, Opening at HK$60 https://www.nashnova.com/feed/special/deutsche-bank-maintains-sell-rating-on-pop-mart-warns-ip-cycle-may-have-peaked-5978 NashNova en 2026-07-09T01:36:40.297Z Deutsche Bank Maintains Sell Rating on Pop Mart, Warns IP Cycle May Have Peaked https://www.nashnova.com/feed/special/chinas-june-cpi-up-1-percent-yoy-ppi-up-4-1-percent-yoy-5977 NashNova en 2026-07-09T01:35:12.744Z China's June CPI Up 1% YoY, PPI Up 4.1% YoY https://www.nashnova.com/feed/special/openai-safety-chief-departs-as-leadership-turmoil-continues-ahead-of-ipo-5976 NashNova en 2026-07-09T01:11:01.506Z OpenAI Safety Chief Departs as Leadership Turmoil Continues Ahead of IPO https://www.nashnova.com/feed/special/cxmt-ipo-subscription-opens-on-july-16-h1-net-profit-expected-to-surge-over-22-5975 NashNova en 2026-07-09T01:00:16.938Z CXMT IPO Subscription Opens on July 16; H1 Net Profit Expected to Surge Over 22-Fold https://www.nashnova.com/feed/special/global-nuclear-power-capacity-to-surge-44-percent-by-2036-china-to-overtake-u-s-5974 NashNova en 2026-07-09T00:41:32.922Z Global Nuclear Power Capacity to Surge 44% by 2036, China to Overtake U.S. as Top Producer https://www.nashnova.com/feed/special/imf-sharply-raises-south-koreas-2026-growth-forecast-to-2-6-percent-driven-by-ai-5973 NashNova en 2026-07-09T00:40:35.359Z IMF Sharply Raises South Korea's 2026 Growth Forecast to 2.6%, Driven by AI Chip Demand https://www.nashnova.com/feed/special/taiwan-ai-data-center-power-demand-to-surge-ninefold-in-five-years-grid-faces-5972 NashNova en 2026-07-09T00:15:48.346Z Taiwan AI Data Center Power Demand to Surge Ninefold in Five Years, Grid Faces Four Major Bottlenecks https://www.nashnova.com/feed/special/semiconductor-etf-attracts-record-5-4-billion-in-single-day-inflows-5971 NashNova en 2026-07-08T23:55:22.771Z Semiconductor ETF Attracts Record $5.4 Billion in Single-Day Inflows https://www.nashnova.com/feed/special/hk-listed-brokerages-see-divergent-h1-results-as-industry-concentration-5970 NashNova en 2026-07-08T23:35:33.889Z HK-Listed Brokerages See Divergent H1 Results as Industry Concentration Accelerates https://www.nashnova.com/feed/special/warsh-to-testify-before-congress-on-monetary-policy-for-the-first-time-5969 NashNova en 2026-07-08T22:40:11.961Z Warsh to Testify Before Congress on Monetary Policy for the First Time https://www.nashnova.com/feed/special/burry-buys-flutter-and-draftkings-betting-on-tighter-prediction-market-5968 NashNova en 2026-07-08T22:00:36.101Z Burry Buys Flutter and DraftKings, Betting on Tighter Prediction Market Regulation https://www.nashnova.com/feed/special/paramounts-acquisition-of-warner-bros-closing-delayed-again-as-oregon-5967 NashNova en 2026-07-08T21:51:01.006Z Paramount's Acquisition of Warner Bros. Closing Delayed Again as Oregon Investigation Adds Pressure https://www.nashnova.com/feed/special/u-s-senate-committee-to-vote-on-tightening-ban-on-chinese-vehicles-5966 NashNova en 2026-07-08T21:50:12.228Z U.S. Senate Committee to Vote on Tightening Ban on Chinese Vehicles https://www.nashnova.com/feed/special/moodys-maintains-japans-sovereign-rating-at-a1-with-stable-outlook-5965 NashNova en 2026-07-08T21:16:56.617Z Moody's Maintains Japan's Sovereign Rating at A1 with Stable Outlook https://www.nashnova.com/feed/special/dollar-long-positions-rise-to-a-decade-high-5964 NashNova en 2026-07-08T21:15:38.372Z Dollar Long Positions Rise to a Decade High https://www.nashnova.com/feed/special/spacex-ai-releases-grok-4-5-pricing-significantly-lower-than-anthropic-5963 NashNova en 2026-07-08T21:00:24.175Z SpaceX AI Releases Grok 4.5, Pricing Significantly Lower Than Anthropic https://www.nashnova.com/feed/special/sec-proposal-to-cut-quarterly-reporting-opposed-by-99-percent-of-public-comments-5962 NashNova en 2026-07-08T20:45:22.329Z SEC Proposal to Cut Quarterly Reporting Opposed by 99% of Public Comments https://www.nashnova.com/feed/special/pimco-japanese-government-bond-yields-at-3-percent-could-be-attractive-5961 NashNova en 2026-07-08T20:31:36.891Z Pimco: Japanese Government Bond Yields at 3% Could Be Attractive https://www.nashnova.com/feed/special/u-s-military-strikes-iranian-targets-near-hormuz-for-second-consecutive-day-5960 NashNova en 2026-07-08T20:30:23.150Z U.S. Military Strikes Iranian Targets Near Hormuz for Second Consecutive Day https://www.nashnova.com/feed/special/court-approves-musks-sec-settlement-over-twitter-disclosure-5959 NashNova en 2026-07-08T20:15:19.147Z Court Approves Musk's SEC Settlement Over Twitter Disclosure https://www.nashnova.com/feed/special/morgan-stanley-43-stocks-identified-in-the-orbital-computing-race-5958 NashNova en 2026-07-08T20:10:44.389Z Morgan Stanley: 43 Stocks Identified in the Orbital Computing Race https://www.nashnova.com/feed/special/treasury-yields-rise-as-geopolitical-tensions-escalate-10-year-climbs-to-4-567-5957 NashNova en 2026-07-08T20:00:33.103Z Treasury Yields Rise as Geopolitical Tensions Escalate, 10-Year Climbs to 4.567% https://www.nashnova.com/feed/special/meta-to-build-first-canadian-data-center-with-over-c-13-billion-investment-5956 NashNova en 2026-07-08T19:41:07.344Z Meta to Build First Canadian Data Center with Over C$13 Billion Investment https://www.nashnova.com/feed/special/u-s-consumer-credit-unexpectedly-declined-in-may-credit-card-debt-posts-largest-5955 NashNova en 2026-07-08T19:25:19.542Z U.S. Consumer Credit Unexpectedly Declined in May; Credit Card Debt Posts Largest Drop Since 2024 https://www.nashnova.com/feed/special/goldman-sachs-advises-clients-to-rotate-into-chinas-ai-value-chain-5954 NashNova en 2026-07-08T19:16:09.642Z Goldman Sachs Advises Clients to Rotate into China's AI Value Chain https://www.nashnova.com/feed/special/nvidia-open-source-model-nemotron-3-ultra-cuts-inference-costs-to-one-tenth-of-5953 NashNova en 2026-07-08T19:00:32.641Z NVIDIA Open-Source Model Nemotron 3 Ultra Cuts Inference Costs to One-Tenth of Closed-Source Rivals https://www.nashnova.com/feed/special/u-s-fuel-exports-hit-record-high-as-domestic-inventories-drop-to-multi-year-lows-5952 NashNova en 2026-07-08T18:35:34.749Z U.S. Fuel Exports Hit Record High as Domestic Inventories Drop to Multi-Year Lows https://www.nashnova.com/feed/special/ai-data-centers-tap-3-5-trillion-market-via-144a-private-placements-5951 NashNova en 2026-07-08T18:15:55.721Z AI Data Centers Tap $3.5 Trillion Market via 144A Private Placements https://www.nashnova.com/feed/special/fed-june-minutes-officials-sharply-divided-on-rate-path-5950 NashNova en 2026-07-08T18:10:53.369Z Fed June Minutes: Officials Sharply Divided on Rate Path https://www.nashnova.com/feed/special/jpmorgan-spacex-tesla-merger-strategically-feasible-but-regulatory-hurdles-5949 NashNova en 2026-07-08T17:55:35.176Z JPMorgan: SpaceX-Tesla Merger Strategically Feasible, but Regulatory Hurdles Should Not Be Underestimated https://www.nashnova.com/feed/special/chip-stock-rebound-helps-nasdaq-narrow-losses-broadcom-surges-over-6-percent-5948 NashNova en 2026-07-08T17:50:15.627Z Chip Stock Rebound Helps Nasdaq Narrow Losses, Broadcom Surges Over 6% https://www.nashnova.com/feed/special/foreign-demand-at-u-s-10-year-treasury-auction-hits-third-highest-on-record-5947 NashNova en 2026-07-08T17:30:20.762Z Foreign Demand at U.S. 10-Year Treasury Auction Hits Third Highest on Record https://www.nashnova.com/feed/special/openai-launches-gpt-live-voice-model-powered-by-gpt-5-5-on-the-backend-5946 NashNova en 2026-07-08T17:25:27.244Z OpenAI Launches GPT-Live Voice Model, Powered by GPT-5.5 on the Backend https://www.nashnova.com/feed/special/meta-ai-glasses-privacy-controversy-and-cloud-business-bet-5945 NashNova en 2026-07-08T17:22:24.356Z Meta AI Glasses Privacy Controversy and Cloud Business Bet https://www.nashnova.com/feed/special/us-iran-ceasefire-collapses-as-shipowners-assess-hormuz-transit-risks-5944 NashNova en 2026-07-08T17:20:37.898Z US-Iran Ceasefire Collapses as Shipowners Assess Hormuz Transit Risks https://www.nashnova.com/feed/special/td-cowen-amazon-aws-q2-growth-expected-to-reach-35-5-percent-5943 NashNova en 2026-07-08T17:10:19.963Z TD Cowen: Amazon AWS Q2 Growth Expected to Reach 35.5% https://www.nashnova.com/feed/special/u-s-doj-warns-binances-cooperation-with-law-enforcement-is-declining-5942 NashNova en 2026-07-08T16:41:51.069Z U.S. DOJ Warns: Binance's Cooperation with Law Enforcement Is Declining https://www.nashnova.com/feed/special/middle-east-conflict-escalates-enterprise-software-stocks-fall-over-3-percent-5941 NashNova en 2026-07-08T16:40:40.221Z Middle East Conflict Escalates, Enterprise Software Stocks Fall Over 3% Broadly https://www.nashnova.com/feed/special/trumps-crypto-policies-push-perpetual-futures-into-the-u-s-mainstream-5940 NashNova en 2026-07-08T16:22:12.969Z Trump's Crypto Policies Push Perpetual Futures Into the U.S. Mainstream https://www.nashnova.com/feed/special/brent-crude-surges-8-percent-to-hit-80-as-options-positioning-may-amplify-5939 NashNova en 2026-07-08T16:20:49.277Z Brent Crude Surges 8% to Hit $80 as Options Positioning May Amplify Volatility https://www.nashnova.com/feed/special/tech-crowded-trade-unwinds-software-stocks-bottom-out-vs-semiconductors-5938 NashNova en 2026-07-08T16:01:09.095Z Tech Crowded Trade Unwinds: Software Stocks Bottom Out vs. Semiconductors https://www.nashnova.com/feed/special/u-s-revokes-iran-oil-waivers-63-million-barrels-of-crude-stranded-at-sea-5937 NashNova en 2026-07-08T15:50:48.816Z U.S. Revokes Iran Oil Waivers, 63 Million Barrels of Crude Stranded at Sea https://www.nashnova.com/feed/special/gpt-5-6-receives-u-s-regulatory-clearance-as-frontier-ai-approval-regime-loosens-5936 NashNova en 2026-07-08T15:46:36.592Z GPT-5.6 Receives U.S. Regulatory Clearance as Frontier AI Approval Regime Loosens https://www.nashnova.com/feed/special/ny-fed-nearly-half-of-businesses-still-plan-to-pass-on-tariff-costs-5935 NashNova en 2026-07-08T15:45:28.631Z NY Fed: Nearly Half of Businesses Still Plan to Pass On Tariff Costs https://www.nashnova.com/feed/special/russia-announces-diesel-export-ban-to-replenish-domestic-supply-5934 NashNova en 2026-07-08T15:35:15.957Z Russia Announces Diesel Export Ban to Replenish Domestic Supply https://www.nashnova.com/feed/special/china-plans-to-allow-top-ai-firms-limited-purchase-of-nvidia-h200-chips-5933 NashNova en 2026-07-08T15:06:27.153Z China Plans to Allow Top AI Firms Limited Purchase of Nvidia H200 Chips https://www.nashnova.com/feed/special/bofa-clients-were-net-buyers-of-u-s-stocks-last-week-hedge-fund-inflows-hit-5932 NashNova en 2026-07-08T15:05:18.667Z BofA Clients Were Net Buyers of U.S. Stocks Last Week, Hedge Fund Inflows Hit Record High https://www.nashnova.com/feed/special/etf-inflows-offset-strategys-sell-off-btc-stabilizes-5931 NashNova en 2026-07-08T15:00:43.023Z ETF Inflows Offset Strategy's Sell-Off, BTC Stabilizes https://www.nashnova.com/feed/special/trump-announces-plan-to-remove-syria-from-terrorism-sanctions-list-5930 NashNova en 2026-07-08T14:51:43.873Z Trump Announces Plan to Remove Syria from Terrorism Sanctions List https://www.nashnova.com/feed/special/tech-giants-25-billion-bond-blitz-meets-tepid-demand-5929 NashNova en 2026-07-08T14:36:49.047Z Tech Giants' $25 Billion Bond Blitz Meets Tepid Demand https://www.nashnova.com/zh/feed/special/sk-hynix-adr-arbitrage-far-more-challenging-than-tsmc-6017 NashNova zh-cn 2026-07-09T08:36:31.433Z SK海力士ADR套利难度高于台积电 https://www.nashnova.com/zh/feed/special/nexchips-hong-kong-grey-market-trading-up-over-8-percent-6016 NashNova zh-cn 2026-07-09T08:35:18.292Z 晶合集成港股暗盘涨逾8% https://www.nashnova.com/zh/feed/special/uk-long-term-bond-issuance-plans-draw-market-warnings-6015 NashNova zh-cn 2026-07-09T08:30:57.499Z 英国长期债券发行计划遭市场警告 https://www.nashnova.com/zh/feed/special/jpmorgan-raises-asml-price-target-to-2-200-2027-outlook-is-key-to-re-rating-6014 NashNova zh-cn 2026-07-09T08:18:30.025Z 摩根大通上调ASML目标价至2200美元，2027年展望是重估关键 https://www.nashnova.com/zh/feed/special/cxmt-ipo-fundraising-excludes-hbm-cooling-ai-memory-expectations-6013 NashNova zh-cn 2026-07-09T08:16:59.149Z 长鑫存储IPO募资不含HBM，AI存储预期降温 https://www.nashnova.com/zh/feed/special/bofa-reiterates-buy-on-micron-with-1-550-price-target-6012 NashNova zh-cn 2026-07-09T08:15:45.789Z 美银重申美光买入，目标价1550美元 https://www.nashnova.com/zh/feed/special/taiwan-central-bank-governor-warns-of-ai-bubble-risks-6011 NashNova zh-cn 2026-07-09T08:05:18.947Z 台湾央行行长警示AI泡沫风险 https://www.nashnova.com/zh/feed/special/u-s-stock-futures-edge-higher-as-markets-digest-renewed-u-s-iran-clashes-6010 NashNova zh-cn 2026-07-09T07:55:40.479Z 美股期货小幅回升，市场消化美伊再度交火 https://www.nashnova.com/zh/feed/special/taiwan-dollar-falls-to-14-month-low-as-dividend-season-intensifies-selling-6009 NashNova zh-cn 2026-07-09T07:51:10.341Z 台币跌至14个月低位，股息季加剧抛压 https://www.nashnova.com/zh/feed/special/ases-june-revenue-surges-33-percent-yoy-q2-up-27-percent-qoq-6008 NashNova zh-cn 2026-07-09T07:50:14.447Z 日月光6月营收年增33%，Q2季增27% https://www.nashnova.com/zh/feed/special/european-tech-stocks-rebound-as-middle-east-oil-supply-risks-persist-6007 NashNova zh-cn 2026-07-09T07:40:54.441Z 欧股科技股反弹，中东石油供应风险持续 https://www.nashnova.com/zh/feed/special/swift-launches-blockchain-based-cross-border-payment-system-with-17-banks-in-6006 NashNova zh-cn 2026-07-09T07:30:31.884Z Swift推出区块链跨境支付系统，17家银行参与试点 https://www.nashnova.com/zh/feed/special/bofa-and-citi-both-back-nvidia-per-rack-price-hikes-cover-hbm-costs-18x-pe-hits-6005 NashNova zh-cn 2026-07-09T07:15:52.893Z 美银花旗双双力挺英伟达：单机架提价覆盖HBM成本，18倍PE创七年低 https://www.nashnova.com/zh/feed/special/astrazenecas-wainua-phase-3-trial-in-cardiac-disease-misses-primary-endpoint-6004 NashNova zh-cn 2026-07-09T07:10:34.798Z 阿斯利康Wainua心脏病三期试验未达主要终点 https://www.nashnova.com/zh/feed/special/germanys-may-exports-rise-unexpectedly-by-0-9-percent-trade-surplus-widens-to-19-6003 NashNova zh-cn 2026-07-09T06:20:27.391Z 德国5月出口意外上升0.9%，贸易顺差扩至191亿欧元 https://www.nashnova.com/zh/feed/special/us-stock-q2-earnings-season-ai-spending-and-consumer-resilience-face-dual-stress-6002 NashNova zh-cn 2026-07-09T06:11:01.554Z 美股Q2财报季：AI支出与消费韧性成双重压力测试 https://www.nashnova.com/zh/feed/special/applied-materials-ceo-chip-expansion-cycle-to-last-several-more-years-6001 NashNova zh-cn 2026-07-09T05:11:52.928Z 应用材料CEO：芯片扩张周期将持续数年 https://www.nashnova.com/zh/feed/special/wistron-and-wiwynn-both-hit-record-high-h1-revenue-as-ai-server-shipments-6000 NashNova zh-cn 2026-07-09T05:10:41.555Z 纬创、纬颖上半年营收双创历史新高，AI服务器出货持续增长 https://www.nashnova.com/zh/feed/special/u-s-iran-tensions-escalate-again-bitcoin-holds-firm-while-gold-continues-to-5999 NashNova zh-cn 2026-07-09T05:06:32.746Z 美伊再度升级，比特币守稳黄金续跌 https://www.nashnova.com/zh/feed/special/pboc-introduces-structural-divergence-concept-for-the-first-time-emphasizing-5998 NashNova zh-cn 2026-07-09T05:05:19.445Z 中国央行首提"结构性分化"，强调货币政策灵活性 https://www.nashnova.com/zh/feed/special/goldman-sachs-hormuz-tensions-may-delay-middle-east-crude-supply-recovery-5997 NashNova zh-cn 2026-07-09T04:46:50.680Z 高盛：霍尔木兹紧张局势或拖慢中东原油供应恢复 https://www.nashnova.com/zh/feed/special/hong-kong-stocks-drop-0-78-percent-at-midday-as-ai-ipo-lock-up-expirations-5996 NashNova zh-cn 2026-07-09T04:45:52.242Z 港股午盘跌0.78%，AI新股锁定期解禁引发分化 https://www.nashnova.com/zh/feed/special/chinese-regulators-halt-bank-underwriting-of-lgfv-bonds-maturing-within-two-5995 NashNova zh-cn 2026-07-09T04:35:44.313Z 中国监管叫停银行承销两年内城投债 https://www.nashnova.com/zh/feed/special/samsung-and-sk-hynix-delay-hybrid-bonding-adoption-timeline-5994 NashNova zh-cn 2026-07-09T04:18:57.282Z 三星SK海力士混合键合引入时间推迟 https://www.nashnova.com/zh/feed/special/chinas-rare-earth-export-controls-squeeze-japanese-competitors-5993 NashNova zh-cn 2026-07-09T04:17:35.334Z 中国稀土出口管制挤压日本竞争对手 https://www.nashnova.com/zh/feed/special/15-ai-chip-firms-compete-for-smics-7nm-capacity-shortage-could-reach-1-6-million-5992 NashNova zh-cn 2026-07-09T04:16:09.951Z 15家AI芯片商争抢中芯国际7nm产能，缺口或达160万片 https://www.nashnova.com/zh/feed/special/bain-capital-fully-exits-kioxia-ai-wave-delivers-epic-private-equity-returns-5991 NashNova zh-cn 2026-07-09T04:12:19.268Z 贝恩资本清仓铠侠，AI浪潮造就私募史诗级回报 https://www.nashnova.com/zh/feed/special/quant-long-short-funds-down-3-6-percent-in-two-weeks-as-momentum-collapse-meets-5990 NashNova zh-cn 2026-07-09T04:11:06.257Z 量化多空基金两周回撤3.6%，动量崩塌叠加韩股巨震 https://www.nashnova.com/zh/feed/special/citi-summit-scaling-robotics-is-a-decade-long-marathon-5989 NashNova zh-cn 2026-07-09T03:14:58.990Z 花旗峰会：机器人规模化是十年长跑 https://www.nashnova.com/zh/feed/special/foxconn-builds-a-four-dimensional-semiconductor-ecosystem-5988 NashNova zh-cn 2026-07-09T03:13:41.216Z 鸿海构建四维半导体生态系统 https://www.nashnova.com/zh/feed/special/sovereign-ai-emerges-as-next-growth-driver-for-chip-industry-nvidia-holds-5987 NashNova zh-cn 2026-07-09T03:12:10.671Z 主权AI成芯片业下一增长极，英伟达优势最明显 https://www.nashnova.com/zh/feed/special/china-reportedly-plans-to-allow-limited-h200-imports-training-only-inference-5986 NashNova zh-cn 2026-07-09T03:10:51.227Z 传中国拟限量引入H200：仅限训练，推理须用国产芯片 https://www.nashnova.com/zh/feed/special/goldman-sachs-predicts-over-50-percent-upside-for-catl-in-the-next-year-5985 NashNova zh-cn 2026-07-09T02:46:14.426Z 高盛预测宁德时代未来一年涨幅逾50% https://www.nashnova.com/zh/feed/special/jensen-huang-ai-value-shifting-to-enterprise-workflows-harness-becomes-key-5984 NashNova zh-cn 2026-07-09T02:45:12.024Z 黄仁勋：AI价值转向企业流程，Harness成竞争关键 https://www.nashnova.com/zh/feed/special/former-boj-official-terminal-rate-could-exceed-2-percent-5983 NashNova zh-cn 2026-07-09T02:25:36.897Z 前日本央行官员：终端利率或突破2% https://www.nashnova.com/zh/feed/special/asian-stocks-rebound-on-chip-rally-as-three-day-oil-surge-weighs-on-bond-market-5982 NashNova zh-cn 2026-07-09T02:01:41.631Z 亚洲股市随芯片股反弹，油价三连涨压制债市 https://www.nashnova.com/zh/feed/special/chinese-banks-claim-seven-of-worlds-top-ten-spots-with-assets-more-than-double-5981 NashNova zh-cn 2026-07-09T02:00:13.122Z 全球前十大银行中国占七席，资产规模超美国两倍 https://www.nashnova.com/zh/feed/special/us-iran-ceasefire-collapse-combined-with-hawkish-fed-minutes-triggers-sharp-5980 NashNova zh-cn 2026-07-09T01:52:35.961Z 美伊停火破裂叠加美联储鹰派纪要，全球债市遭剧烈抛售 https://www.nashnova.com/zh/feed/special/luxshare-precision-drops-over-5-percent-on-hong-kong-debut-opening-at-hk-60-5979 NashNova zh-cn 2026-07-09T01:51:06.845Z 立讯精密港股首日跌逾5%，开盘报60港元 https://www.nashnova.com/zh/feed/special/deutsche-bank-maintains-sell-rating-on-pop-mart-warns-ip-cycle-may-have-peaked-5978 NashNova zh-cn 2026-07-09T01:36:40.297Z 德银维持泡泡玛特卖出评级，预警IP周期见顶 https://www.nashnova.com/zh/feed/special/chinas-june-cpi-up-1-percent-yoy-ppi-up-4-1-percent-yoy-5977 NashNova zh-cn 2026-07-09T01:35:12.744Z 中国6月CPI同比1%，PPI同比4.1% https://www.nashnova.com/zh/feed/special/openai-safety-chief-departs-as-leadership-turmoil-continues-ahead-of-ipo-5976 NashNova zh-cn 2026-07-09T01:11:01.506Z OpenAI安全主管离职，IPO前管理层持续动荡 https://www.nashnova.com/zh/feed/special/cxmt-ipo-subscription-opens-on-july-16-h1-net-profit-expected-to-surge-over-22-5975 NashNova zh-cn 2026-07-09T01:00:16.938Z 长鑫科技7月16日申购，上半年净利预增逾22倍 https://www.nashnova.com/zh/feed/special/global-nuclear-power-capacity-to-surge-44-percent-by-2036-china-to-overtake-u-s-5974 NashNova zh-cn 2026-07-09T00:41:32.922Z 全球核电容量2036年将增44%，中国超越美国居首 https://www.nashnova.com/zh/feed/special/imf-sharply-raises-south-koreas-2026-growth-forecast-to-2-6-percent-driven-by-ai-5973 NashNova zh-cn 2026-07-09T00:40:35.359Z IMF大幅上调韩国2026年增速至2.6%，AI芯片需求居功 https://www.nashnova.com/zh/feed/special/taiwan-ai-data-center-power-demand-to-surge-ninefold-in-five-years-grid-faces-5972 NashNova zh-cn 2026-07-09T00:15:48.346Z 台湾AI数据中心电力需求五年增九倍，电网面临四大瓶颈 https://www.nashnova.com/zh/feed/special/semiconductor-etf-attracts-record-5-4-billion-in-single-day-inflows-5971 NashNova zh-cn 2026-07-08T23:55:22.771Z 半导体ETF单日吸金54亿美元创纪录 https://www.nashnova.com/zh/feed/special/hk-listed-brokerages-see-divergent-h1-results-as-industry-concentration-5970 NashNova zh-cn 2026-07-08T23:35:33.889Z 港股券商半年报业绩分化，头部集中趋势加速 https://www.nashnova.com/zh/feed/special/warsh-to-testify-before-congress-on-monetary-policy-for-the-first-time-5969 NashNova zh-cn 2026-07-08T22:40:11.961Z 沃什将首次赴国会就货币政策作证 https://www.nashnova.com/zh/feed/special/burry-buys-flutter-and-draftkings-betting-on-tighter-prediction-market-5968 NashNova zh-cn 2026-07-08T22:00:36.101Z 伯里买入Flutter和DraftKings，押注预测市场监管收紧 https://www.nashnova.com/zh/feed/special/paramounts-acquisition-of-warner-bros-closing-delayed-again-as-oregon-5967 NashNova zh-cn 2026-07-08T21:51:01.006Z 派拉蒙收购华纳兄弟交割再推迟，俄勒冈州调查施压 https://www.nashnova.com/zh/feed/special/u-s-senate-committee-to-vote-on-tightening-ban-on-chinese-vehicles-5966 NashNova zh-cn 2026-07-08T21:50:12.228Z 美参议院委员会将投票收紧中国汽车禁令 https://www.nashnova.com/zh/feed/special/moodys-maintains-japans-sovereign-rating-at-a1-with-stable-outlook-5965 NashNova zh-cn 2026-07-08T21:16:56.617Z 穆迪维持日本主权评级A1展望稳定 https://www.nashnova.com/zh/feed/special/dollar-long-positions-rise-to-a-decade-high-5964 NashNova zh-cn 2026-07-08T21:15:38.372Z 美元多头仓位升至十年高位 https://www.nashnova.com/zh/feed/special/spacex-ai-releases-grok-4-5-pricing-significantly-lower-than-anthropic-5963 NashNova zh-cn 2026-07-08T21:00:24.175Z SpaceXAI发布Grok 4.5，定价大幅低于Anthropic https://www.nashnova.com/zh/feed/special/sec-proposal-to-cut-quarterly-reporting-opposed-by-99-percent-of-public-comments-5962 NashNova zh-cn 2026-07-08T20:45:22.329Z 美国证监会拟削减季报遭99%公众反对 https://www.nashnova.com/zh/feed/special/pimco-japanese-government-bond-yields-at-3-percent-could-be-attractive-5961 NashNova zh-cn 2026-07-08T20:31:36.891Z Pimco：日本国债收益率升至3%或具吸引力 https://www.nashnova.com/zh/feed/special/u-s-military-strikes-iranian-targets-near-hormuz-for-second-consecutive-day-5960 NashNova zh-cn 2026-07-08T20:30:23.150Z 美军连续第二日打击霍尔木兹伊朗目标 https://www.nashnova.com/zh/feed/special/court-approves-musks-sec-settlement-over-twitter-disclosure-5959 NashNova zh-cn 2026-07-08T20:15:19.147Z 法院批准马斯克与美国证监会推特信披和解 https://www.nashnova.com/zh/feed/special/morgan-stanley-43-stocks-identified-in-the-orbital-computing-race-5958 NashNova zh-cn 2026-07-08T20:10:44.389Z 摩根士丹利：轨道算力赛道43只相关股出炉 https://www.nashnova.com/zh/feed/special/treasury-yields-rise-as-geopolitical-tensions-escalate-10-year-climbs-to-4-567-5957 NashNova zh-cn 2026-07-08T20:00:33.103Z 美债收益率随战事升温走高，10年期升至4.567% https://www.nashnova.com/zh/feed/special/meta-to-build-first-canadian-data-center-with-over-c-13-billion-investment-5956 NashNova zh-cn 2026-07-08T19:41:07.344Z Meta在加拿大建首个数据中心，投资逾130亿加元 https://www.nashnova.com/zh/feed/special/u-s-consumer-credit-unexpectedly-declined-in-may-credit-card-debt-posts-largest-5955 NashNova zh-cn 2026-07-08T19:25:19.542Z 美国5月消费信贷意外下降，信用卡债务创2024年来最大降幅 https://www.nashnova.com/zh/feed/special/goldman-sachs-advises-clients-to-rotate-into-chinas-ai-value-chain-5954 NashNova zh-cn 2026-07-08T19:16:09.642Z 高盛建议客户轮动至中国AI价值链 https://www.nashnova.com/zh/feed/special/nvidia-open-source-model-nemotron-3-ultra-cuts-inference-costs-to-one-tenth-of-5953 NashNova zh-cn 2026-07-08T19:00:32.641Z 英伟达开源模型Nemotron 3 Ultra推理成本降至闭源十分之一 https://www.nashnova.com/zh/feed/special/u-s-fuel-exports-hit-record-high-as-domestic-inventories-drop-to-multi-year-lows-5952 NashNova zh-cn 2026-07-08T18:35:34.749Z 美国燃油出口创纪录，国内库存降至多年低位 https://www.nashnova.com/zh/feed/special/ai-data-centers-tap-3-5-trillion-market-via-144a-private-placements-5951 NashNova zh-cn 2026-07-08T18:15:55.721Z AI数据中心借道144A私募债叩开3.5万亿美元市场 https://www.nashnova.com/zh/feed/special/fed-june-minutes-officials-sharply-divided-on-rate-path-5950 NashNova zh-cn 2026-07-08T18:10:53.369Z 美联储6月纪要：官员利率路径分歧明显 https://www.nashnova.com/zh/feed/special/jpmorgan-spacex-tesla-merger-strategically-feasible-but-regulatory-hurdles-5949 NashNova zh-cn 2026-07-08T17:55:35.176Z 小摩：SpaceX与特斯拉合并战略上可行，但监管障碍不容低估 https://www.nashnova.com/zh/feed/special/chip-stock-rebound-helps-nasdaq-narrow-losses-broadcom-surges-over-6-percent-5948 NashNova zh-cn 2026-07-08T17:50:15.627Z 芯片股反弹提振纳指收窄跌幅，博通涨逾6% https://www.nashnova.com/zh/feed/special/foreign-demand-at-u-s-10-year-treasury-auction-hits-third-highest-on-record-5947 NashNova zh-cn 2026-07-08T17:30:20.762Z 美国10年期国债拍卖外国需求创历史第三高 https://www.nashnova.com/zh/feed/special/openai-launches-gpt-live-voice-model-powered-by-gpt-5-5-on-the-backend-5946 NashNova zh-cn 2026-07-08T17:25:27.244Z OpenAI发布GPT-Live语音模型，后台接入GPT-5.5 https://www.nashnova.com/zh/feed/special/meta-ai-glasses-privacy-controversy-and-cloud-business-bet-5945 NashNova zh-cn 2026-07-08T17:22:24.356Z Meta AI眼镜隐私争议与云业务押注 https://www.nashnova.com/zh/feed/special/us-iran-ceasefire-collapses-as-shipowners-assess-hormuz-transit-risks-5944 NashNova zh-cn 2026-07-08T17:20:37.898Z 美伊停火破裂，船东评估霍尔木兹过境风险 https://www.nashnova.com/zh/feed/special/td-cowen-amazon-aws-q2-growth-expected-to-reach-35-5-percent-5943 NashNova zh-cn 2026-07-08T17:10:19.963Z TD Cowen：亚马逊AWS二季度增速料达35.5% https://www.nashnova.com/zh/feed/special/u-s-doj-warns-binances-cooperation-with-law-enforcement-is-declining-5942 NashNova zh-cn 2026-07-08T16:41:51.069Z 美国司法部警告：币安配合执法力度将下降 https://www.nashnova.com/zh/feed/special/middle-east-conflict-escalates-enterprise-software-stocks-fall-over-3-percent-5941 NashNova zh-cn 2026-07-08T16:40:40.221Z 中东冲突升级，企业软件股普跌逾3% https://www.nashnova.com/zh/feed/special/trumps-crypto-policies-push-perpetual-futures-into-the-u-s-mainstream-5940 NashNova zh-cn 2026-07-08T16:22:12.969Z 特朗普加密政策推动永续期货进入美国主流市场 https://www.nashnova.com/zh/feed/special/brent-crude-surges-8-percent-to-hit-80-as-options-positioning-may-amplify-5939 NashNova zh-cn 2026-07-08T16:20:49.277Z 布伦特原油涨8%触及80美元，期权持仓或放大波动 https://www.nashnova.com/zh/feed/special/tech-crowded-trade-unwinds-software-stocks-bottom-out-vs-semiconductors-5938 NashNova zh-cn 2026-07-08T16:01:09.095Z 科技拥挤交易松动，软件股相对半导体触底回升 https://www.nashnova.com/zh/feed/special/u-s-revokes-iran-oil-waivers-63-million-barrels-of-crude-stranded-at-sea-5937 NashNova zh-cn 2026-07-08T15:50:48.816Z 美国撤销伊朗石油豁免，6300万桶原油滞留海上 https://www.nashnova.com/zh/feed/special/gpt-5-6-receives-u-s-regulatory-clearance-as-frontier-ai-approval-regime-loosens-5936 NashNova zh-cn 2026-07-08T15:46:36.592Z GPT-5.6获美国监管放行，前沿AI审批制松动 https://www.nashnova.com/zh/feed/special/ny-fed-nearly-half-of-businesses-still-plan-to-pass-on-tariff-costs-5935 NashNova zh-cn 2026-07-08T15:45:28.631Z 纽约联储：近半数企业仍计划继续转嫁关税成本 https://www.nashnova.com/zh/feed/special/russia-announces-diesel-export-ban-to-replenish-domestic-supply-5934 NashNova zh-cn 2026-07-08T15:35:15.957Z 俄罗斯宣布禁止柴油出口以补充国内供应 https://www.nashnova.com/zh/feed/special/china-plans-to-allow-top-ai-firms-limited-purchase-of-nvidia-h200-chips-5933 NashNova zh-cn 2026-07-08T15:06:27.153Z 中国拟允许顶级AI企业有限购买英伟达H200芯片 https://www.nashnova.com/zh/feed/special/bofa-clients-were-net-buyers-of-u-s-stocks-last-week-hedge-fund-inflows-hit-5932 NashNova zh-cn 2026-07-08T15:05:18.667Z 美银客户上周净买入美股，对冲基金流入创历史纪录 https://www.nashnova.com/zh/feed/special/etf-inflows-offset-strategys-sell-off-btc-stabilizes-5931 NashNova zh-cn 2026-07-08T15:00:43.023Z ETF资金流入对冲Strategy抛售，BTC企稳 https://www.nashnova.com/zh/feed/special/trump-announces-plan-to-remove-syria-from-terrorism-sanctions-list-5930 NashNova zh-cn 2026-07-08T14:51:43.873Z 特朗普宣布将把叙利亚移出恐怖主义制裁名单 https://www.nashnova.com/zh/feed/special/tech-giants-25-billion-bond-blitz-meets-tepid-demand-5929 NashNova zh-cn 2026-07-08T14:36:49.047Z 科技巨头250亿美元债券潮遭遇需求疲软 https://www.nashnova.com/zh/feed/special/eia-7-3-300-5928 NashNova zh-cn 2026-07-08T14:35:23.077Z EIA：7月3日当周原油库存增300万桶 https://www.nashnova.com/zh/feed/special/openai-gpt-5-6-5927 NashNova zh-cn 2026-07-08T14:16:40.673Z OpenAI研究员：GPT-5.6已胜任多数人类实习生任务 https://www.nashnova.com/zh/feed/special/rapidus-2nm-5926 NashNova zh-cn 2026-07-08T14:15:26.668Z Rapidus 2nm代工定价对标台积电 https://www.nashnova.com/zh/feed/special/pcb-ai-5925 NashNova zh-cn 2026-07-08T14:10:27.727Z 中国PCB厂商资本开支冲历史高位，AI服务器需求驱动 https://www.nashnova.com/zh/feed/special/cloudflare-openai-ai-5924 NashNova zh-cn 2026-07-08T13:55:57.593Z Cloudflare与OpenAI启动AI搜索实时索引试点 https://www.nashnova.com/zh/feed/special/415-robotaxi-model-yl-5923 NashNova zh-cn 2026-07-08T13:50:49.747Z 大摩维持特斯拉目标价415美元，看好Robotaxi扩张与Model YL放量 https://www.nashnova.com/zh/feed/special/openai-ai-northslope-5922 NashNova zh-cn 2026-07-08T13:45:33.764Z OpenAI部署子公司收购应用AI企业Northslope https://www.nashnova.com/zh/feed/special/xbm-hbm-5921 NashNova zh-cn 2026-07-08T13:42:37.102Z 英特尔XBM专利曝光，低成本架构剑指HBM https://www.nashnova.com/zh/feed/special/openai-5-2-ipo-5920 NashNova zh-cn 2026-07-08T13:41:17.167Z 美国银行向OpenAI提供5.2亿美元信贷以争夺IPO席位 https://www.nashnova.com/zh/feed/special/5919 NashNova zh-cn 2026-07-08T13:40:18.678Z 沃什组建五大任务组重塑美联储架构 https://www.nashnova.com/zh/feed/special/ai-5918 NashNova zh-cn 2026-07-08T13:30:53.042Z AI芯片自研潮涌，半导体供应链瓶颈难解 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-adr-arbitrage-far-more-challenging-than-tsmc-6017 NashNova zh-tw 2026-07-09T08:36:31.433Z SK海力士ADR套利難度高於台積電 https://www.nashnova.com/zh-hant/feed/special/nexchips-hong-kong-grey-market-trading-up-over-8-percent-6016 NashNova zh-tw 2026-07-09T08:35:18.292Z 晶合集成港股暗盤漲逾8% https://www.nashnova.com/zh-hant/feed/special/uk-long-term-bond-issuance-plans-draw-market-warnings-6015 NashNova zh-tw 2026-07-09T08:30:57.499Z 英國長期債券發行計劃遭市場警告 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-raises-asml-price-target-to-2-200-2027-outlook-is-key-to-re-rating-6014 NashNova zh-tw 2026-07-09T08:18:30.025Z 摩根大通上調ASML目標價至2200美元，2027年展望是重估關鍵 https://www.nashnova.com/zh-hant/feed/special/cxmt-ipo-fundraising-excludes-hbm-cooling-ai-memory-expectations-6013 NashNova zh-tw 2026-07-09T08:16:59.149Z 長鑫存儲IPO募資不含HBM，AI存儲預期降溫 https://www.nashnova.com/zh-hant/feed/special/bofa-reiterates-buy-on-micron-with-1-550-price-target-6012 NashNova zh-tw 2026-07-09T08:15:45.789Z 美銀重申美光買入，目標價1550美元 https://www.nashnova.com/zh-hant/feed/special/taiwan-central-bank-governor-warns-of-ai-bubble-risks-6011 NashNova zh-tw 2026-07-09T08:05:18.947Z 台灣央行行長警示AI泡沫風險 https://www.nashnova.com/zh-hant/feed/special/u-s-stock-futures-edge-higher-as-markets-digest-renewed-u-s-iran-clashes-6010 NashNova zh-tw 2026-07-09T07:55:40.479Z 美股期貨小幅回升，市場消化美伊再度交火 https://www.nashnova.com/zh-hant/feed/special/taiwan-dollar-falls-to-14-month-low-as-dividend-season-intensifies-selling-6009 NashNova zh-tw 2026-07-09T07:51:10.341Z 台幣跌至14個月低位，股息季加劇拋壓 https://www.nashnova.com/zh-hant/feed/special/ases-june-revenue-surges-33-percent-yoy-q2-up-27-percent-qoq-6008 NashNova zh-tw 2026-07-09T07:50:14.447Z 日月光6月營收年增33%，Q2季增27% https://www.nashnova.com/zh-hant/feed/special/european-tech-stocks-rebound-as-middle-east-oil-supply-risks-persist-6007 NashNova zh-tw 2026-07-09T07:40:54.441Z 歐股科技股反彈，中東石油供應風險持續 https://www.nashnova.com/zh-hant/feed/special/swift-launches-blockchain-based-cross-border-payment-system-with-17-banks-in-6006 NashNova zh-tw 2026-07-09T07:30:31.884Z Swift推出區塊鏈跨境支付系統，17家銀行參與試點 https://www.nashnova.com/zh-hant/feed/special/bofa-and-citi-both-back-nvidia-per-rack-price-hikes-cover-hbm-costs-18x-pe-hits-6005 NashNova zh-tw 2026-07-09T07:15:52.893Z 美銀花旗雙雙力挺輝達：單機架提價覆蓋HBM成本，18倍PE創七年低 https://www.nashnova.com/zh-hant/feed/special/astrazenecas-wainua-phase-3-trial-in-cardiac-disease-misses-primary-endpoint-6004 NashNova zh-tw 2026-07-09T07:10:34.798Z 阿斯利康Wainua心臟病三期試驗未達主要終點 https://www.nashnova.com/zh-hant/feed/special/germanys-may-exports-rise-unexpectedly-by-0-9-percent-trade-surplus-widens-to-19-6003 NashNova zh-tw 2026-07-09T06:20:27.391Z 德國5月出口意外上升0.9%，貿易順差擴至191億歐元 https://www.nashnova.com/zh-hant/feed/special/us-stock-q2-earnings-season-ai-spending-and-consumer-resilience-face-dual-stress-6002 NashNova zh-tw 2026-07-09T06:11:01.554Z 美股Q2財報季：AI支出與消費韌性成雙重壓力測試 https://www.nashnova.com/zh-hant/feed/special/applied-materials-ceo-chip-expansion-cycle-to-last-several-more-years-6001 NashNova zh-tw 2026-07-09T05:11:52.928Z 應用材料CEO：晶片擴張週期將持續數年 https://www.nashnova.com/zh-hant/feed/special/wistron-and-wiwynn-both-hit-record-high-h1-revenue-as-ai-server-shipments-6000 NashNova zh-tw 2026-07-09T05:10:41.555Z 緯創、緯穎上半年營收雙創歷史新高，AI伺服器出貨持續增長 https://www.nashnova.com/zh-hant/feed/special/u-s-iran-tensions-escalate-again-bitcoin-holds-firm-while-gold-continues-to-5999 NashNova zh-tw 2026-07-09T05:06:32.746Z 美伊再度升級，比特幣守穩黃金續跌 https://www.nashnova.com/zh-hant/feed/special/pboc-introduces-structural-divergence-concept-for-the-first-time-emphasizing-5998 NashNova zh-tw 2026-07-09T05:05:19.445Z 中國央行首提「結構性分化」，強調貨幣政策靈活性 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-hormuz-tensions-may-delay-middle-east-crude-supply-recovery-5997 NashNova zh-tw 2026-07-09T04:46:50.680Z 高盛：霍爾木茲緊張局勢或拖慢中東原油供應恢復 https://www.nashnova.com/zh-hant/feed/special/hong-kong-stocks-drop-0-78-percent-at-midday-as-ai-ipo-lock-up-expirations-5996 NashNova zh-tw 2026-07-09T04:45:52.242Z 港股午盤跌0.78%，AI新股鎖定期解禁引發分化 https://www.nashnova.com/zh-hant/feed/special/chinese-regulators-halt-bank-underwriting-of-lgfv-bonds-maturing-within-two-5995 NashNova zh-tw 2026-07-09T04:35:44.313Z 中國監管叫停銀行承銷兩年內城投債 https://www.nashnova.com/zh-hant/feed/special/samsung-and-sk-hynix-delay-hybrid-bonding-adoption-timeline-5994 NashNova zh-tw 2026-07-09T04:18:57.282Z 三星SK海力士混合鍵合引入時間推遲 https://www.nashnova.com/zh-hant/feed/special/chinas-rare-earth-export-controls-squeeze-japanese-competitors-5993 NashNova zh-tw 2026-07-09T04:17:35.334Z 中國稀土出口管制擠壓日本競爭對手 https://www.nashnova.com/zh-hant/feed/special/15-ai-chip-firms-compete-for-smics-7nm-capacity-shortage-could-reach-1-6-million-5992 NashNova zh-tw 2026-07-09T04:16:09.951Z 15家AI晶片商爭搶中芯國際7nm產能，缺口或達160萬片 https://www.nashnova.com/zh-hant/feed/special/bain-capital-fully-exits-kioxia-ai-wave-delivers-epic-private-equity-returns-5991 NashNova zh-tw 2026-07-09T04:12:19.268Z 貝恩資本清倉鎧俠，AI浪潮造就私募史詩級回報 https://www.nashnova.com/zh-hant/feed/special/quant-long-short-funds-down-3-6-percent-in-two-weeks-as-momentum-collapse-meets-5990 NashNova zh-tw 2026-07-09T04:11:06.257Z 量化多空基金兩週回撤3.6%，動量崩塌疊加韓股巨震 https://www.nashnova.com/zh-hant/feed/special/citi-summit-scaling-robotics-is-a-decade-long-marathon-5989 NashNova zh-tw 2026-07-09T03:14:58.990Z 花旗峰會：機器人規模化是十年長跑 https://www.nashnova.com/zh-hant/feed/special/foxconn-builds-a-four-dimensional-semiconductor-ecosystem-5988 NashNova zh-tw 2026-07-09T03:13:41.216Z 鴻海構建四維半導體生態系統 https://www.nashnova.com/zh-hant/feed/special/sovereign-ai-emerges-as-next-growth-driver-for-chip-industry-nvidia-holds-5987 NashNova zh-tw 2026-07-09T03:12:10.671Z 主權AI成晶片業下一增長極，輝達優勢最明顯 https://www.nashnova.com/zh-hant/feed/special/china-reportedly-plans-to-allow-limited-h200-imports-training-only-inference-5986 NashNova zh-tw 2026-07-09T03:10:51.227Z 傳中國擬限量引入H200：僅限訓練，推理須用國產晶片 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-predicts-over-50-percent-upside-for-catl-in-the-next-year-5985 NashNova zh-tw 2026-07-09T02:46:14.426Z 高盛預測寧德時代未來一年漲幅逾50% https://www.nashnova.com/zh-hant/feed/special/jensen-huang-ai-value-shifting-to-enterprise-workflows-harness-becomes-key-5984 NashNova zh-tw 2026-07-09T02:45:12.024Z 黃仁勳：AI價值轉向企業流程，Harness成競爭關鍵 https://www.nashnova.com/zh-hant/feed/special/former-boj-official-terminal-rate-could-exceed-2-percent-5983 NashNova zh-tw 2026-07-09T02:25:36.897Z 前日本央行官員：終端利率或突破2% https://www.nashnova.com/zh-hant/feed/special/asian-stocks-rebound-on-chip-rally-as-three-day-oil-surge-weighs-on-bond-market-5982 NashNova zh-tw 2026-07-09T02:01:41.631Z 亞洲股市隨晶片股反彈，油價三連漲壓制債市 https://www.nashnova.com/zh-hant/feed/special/chinese-banks-claim-seven-of-worlds-top-ten-spots-with-assets-more-than-double-5981 NashNova zh-tw 2026-07-09T02:00:13.122Z 全球前十大銀行中國佔七席，資產規模超美國兩倍 https://www.nashnova.com/zh-hant/feed/special/us-iran-ceasefire-collapse-combined-with-hawkish-fed-minutes-triggers-sharp-5980 NashNova zh-tw 2026-07-09T01:52:35.961Z 美伊停火破裂疊加美聯儲鷹派紀要，全球債市遭劇烈拋售 https://www.nashnova.com/zh-hant/feed/special/luxshare-precision-drops-over-5-percent-on-hong-kong-debut-opening-at-hk-60-5979 NashNova zh-tw 2026-07-09T01:51:06.845Z 立訊精密港股首日跌逾5%，開盤報60港元 https://www.nashnova.com/zh-hant/feed/special/deutsche-bank-maintains-sell-rating-on-pop-mart-warns-ip-cycle-may-have-peaked-5978 NashNova zh-tw 2026-07-09T01:36:40.297Z 德銀維持泡泡瑪特賣出評級，預警IP週期見頂 https://www.nashnova.com/zh-hant/feed/special/chinas-june-cpi-up-1-percent-yoy-ppi-up-4-1-percent-yoy-5977 NashNova zh-tw 2026-07-09T01:35:12.744Z 中國6月CPI同比1%，PPI同比4.1% https://www.nashnova.com/zh-hant/feed/special/openai-safety-chief-departs-as-leadership-turmoil-continues-ahead-of-ipo-5976 NashNova zh-tw 2026-07-09T01:11:01.506Z OpenAI安全主管離職，IPO前管理層持續動盪 https://www.nashnova.com/zh-hant/feed/special/cxmt-ipo-subscription-opens-on-july-16-h1-net-profit-expected-to-surge-over-22-5975 NashNova zh-tw 2026-07-09T01:00:16.938Z 長鑫科技7月16日申購，上半年淨利預增逾22倍 https://www.nashnova.com/zh-hant/feed/special/global-nuclear-power-capacity-to-surge-44-percent-by-2036-china-to-overtake-u-s-5974 NashNova zh-tw 2026-07-09T00:41:32.922Z 全球核電容量2036年將增44%，中國超越美國居首 https://www.nashnova.com/zh-hant/feed/special/imf-sharply-raises-south-koreas-2026-growth-forecast-to-2-6-percent-driven-by-ai-5973 NashNova zh-tw 2026-07-09T00:40:35.359Z IMF大幅上調韓國2026年增速至2.6%，AI晶片需求居功 https://www.nashnova.com/zh-hant/feed/special/taiwan-ai-data-center-power-demand-to-surge-ninefold-in-five-years-grid-faces-5972 NashNova zh-tw 2026-07-09T00:15:48.346Z 台灣AI資料中心電力需求五年增九倍，電網面臨四大瓶頸 https://www.nashnova.com/zh-hant/feed/special/semiconductor-etf-attracts-record-5-4-billion-in-single-day-inflows-5971 NashNova zh-tw 2026-07-08T23:55:22.771Z 半導體ETF單日吸金54億美元創紀錄 https://www.nashnova.com/zh-hant/feed/special/hk-listed-brokerages-see-divergent-h1-results-as-industry-concentration-5970 NashNova zh-tw 2026-07-08T23:35:33.889Z 港股券商半年報業績分化，頭部集中趨勢加速 https://www.nashnova.com/zh-hant/feed/special/warsh-to-testify-before-congress-on-monetary-policy-for-the-first-time-5969 NashNova zh-tw 2026-07-08T22:40:11.961Z 沃什將首次赴國會就貨幣政策作證 https://www.nashnova.com/zh-hant/feed/special/burry-buys-flutter-and-draftkings-betting-on-tighter-prediction-market-5968 NashNova zh-tw 2026-07-08T22:00:36.101Z 伯里買入Flutter和DraftKings，押注預測市場監管收緊 https://www.nashnova.com/zh-hant/feed/special/paramounts-acquisition-of-warner-bros-closing-delayed-again-as-oregon-5967 NashNova zh-tw 2026-07-08T21:51:01.006Z 派拉蒙收購華納兄弟交割再推遲，俄勒岡州調查施壓 https://www.nashnova.com/zh-hant/feed/special/u-s-senate-committee-to-vote-on-tightening-ban-on-chinese-vehicles-5966 NashNova zh-tw 2026-07-08T21:50:12.228Z 美參議院委員會將投票收緊中國汽車禁令 https://www.nashnova.com/zh-hant/feed/special/moodys-maintains-japans-sovereign-rating-at-a1-with-stable-outlook-5965 NashNova zh-tw 2026-07-08T21:16:56.617Z 穆迪維持日本主權評級A1展望穩定 https://www.nashnova.com/zh-hant/feed/special/dollar-long-positions-rise-to-a-decade-high-5964 NashNova zh-tw 2026-07-08T21:15:38.372Z 美元多頭倉位升至十年高位 https://www.nashnova.com/zh-hant/feed/special/spacex-ai-releases-grok-4-5-pricing-significantly-lower-than-anthropic-5963 NashNova zh-tw 2026-07-08T21:00:24.175Z SpaceXAI發布Grok 4.5，定價大幅低於Anthropic https://www.nashnova.com/zh-hant/feed/special/sec-proposal-to-cut-quarterly-reporting-opposed-by-99-percent-of-public-comments-5962 NashNova zh-tw 2026-07-08T20:45:22.329Z 美國證監會擬削減季報遭99%公眾反對 https://www.nashnova.com/zh-hant/feed/special/pimco-japanese-government-bond-yields-at-3-percent-could-be-attractive-5961 NashNova zh-tw 2026-07-08T20:31:36.891Z Pimco：日本國債收益率升至3%或具吸引力 https://www.nashnova.com/zh-hant/feed/special/u-s-military-strikes-iranian-targets-near-hormuz-for-second-consecutive-day-5960 NashNova zh-tw 2026-07-08T20:30:23.150Z 美軍連續第二日打擊霍爾木茲伊朗目標 https://www.nashnova.com/zh-hant/feed/special/court-approves-musks-sec-settlement-over-twitter-disclosure-5959 NashNova zh-tw 2026-07-08T20:15:19.147Z 法院批准馬斯克與美國證監會推特信披和解 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-43-stocks-identified-in-the-orbital-computing-race-5958 NashNova zh-tw 2026-07-08T20:10:44.389Z 摩根士丹利：軌道算力賽道43只相關股出爐 https://www.nashnova.com/zh-hant/feed/special/treasury-yields-rise-as-geopolitical-tensions-escalate-10-year-climbs-to-4-567-5957 NashNova zh-tw 2026-07-08T20:00:33.103Z 美債收益率隨戰事升溫走高，10年期升至4.567% https://www.nashnova.com/zh-hant/feed/special/meta-to-build-first-canadian-data-center-with-over-c-13-billion-investment-5956 NashNova zh-tw 2026-07-08T19:41:07.344Z Meta在加拿大建首個數據中心，投資逾130億加元 https://www.nashnova.com/zh-hant/feed/special/u-s-consumer-credit-unexpectedly-declined-in-may-credit-card-debt-posts-largest-5955 NashNova zh-tw 2026-07-08T19:25:19.542Z 美國5月消費信貸意外下降，信用卡債務創2024年來最大降幅 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-advises-clients-to-rotate-into-chinas-ai-value-chain-5954 NashNova zh-tw 2026-07-08T19:16:09.642Z 高盛建議客戶輪動至中國AI價值鏈 https://www.nashnova.com/zh-hant/feed/special/nvidia-open-source-model-nemotron-3-ultra-cuts-inference-costs-to-one-tenth-of-5953 NashNova zh-tw 2026-07-08T19:00:32.641Z 輝達開源模型Nemotron 3 Ultra推理成本降至閉源十分之一 https://www.nashnova.com/zh-hant/feed/special/u-s-fuel-exports-hit-record-high-as-domestic-inventories-drop-to-multi-year-lows-5952 NashNova zh-tw 2026-07-08T18:35:34.749Z 美國燃油出口創紀錄，國內庫存降至多年低位 https://www.nashnova.com/zh-hant/feed/special/ai-data-centers-tap-3-5-trillion-market-via-144a-private-placements-5951 NashNova zh-tw 2026-07-08T18:15:55.721Z AI數據中心借道144A私募債叩開3.5萬億美元市場 https://www.nashnova.com/zh-hant/feed/special/fed-june-minutes-officials-sharply-divided-on-rate-path-5950 NashNova zh-tw 2026-07-08T18:10:53.369Z 美聯儲6月紀要：官員利率路徑分歧明顯 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-spacex-tesla-merger-strategically-feasible-but-regulatory-hurdles-5949 NashNova zh-tw 2026-07-08T17:55:35.176Z 小摩：SpaceX與特斯拉合併戰略上可行，但監管障礙不容低估 https://www.nashnova.com/zh-hant/feed/special/chip-stock-rebound-helps-nasdaq-narrow-losses-broadcom-surges-over-6-percent-5948 NashNova zh-tw 2026-07-08T17:50:15.627Z 晶片股反彈提振納指收窄跌幅，博通漲逾6% https://www.nashnova.com/zh-hant/feed/special/foreign-demand-at-u-s-10-year-treasury-auction-hits-third-highest-on-record-5947 NashNova zh-tw 2026-07-08T17:30:20.762Z 美國10年期國債拍賣外國需求創歷史第三高 https://www.nashnova.com/zh-hant/feed/special/openai-launches-gpt-live-voice-model-powered-by-gpt-5-5-on-the-backend-5946 NashNova zh-tw 2026-07-08T17:25:27.244Z OpenAI發布GPT-Live語音模型，後台接入GPT-5.5 https://www.nashnova.com/zh-hant/feed/special/meta-ai-glasses-privacy-controversy-and-cloud-business-bet-5945 NashNova zh-tw 2026-07-08T17:22:24.356Z Meta AI眼鏡隱私爭議與雲業務押注 https://www.nashnova.com/zh-hant/feed/special/us-iran-ceasefire-collapses-as-shipowners-assess-hormuz-transit-risks-5944 NashNova zh-tw 2026-07-08T17:20:37.898Z 美伊停火破裂，船東評估霍爾木茲過境風險 https://www.nashnova.com/zh-hant/feed/special/td-cowen-amazon-aws-q2-growth-expected-to-reach-35-5-percent-5943 NashNova zh-tw 2026-07-08T17:10:19.963Z TD Cowen：亞馬遜AWS第二季增速料達35.5% https://www.nashnova.com/zh-hant/feed/special/u-s-doj-warns-binances-cooperation-with-law-enforcement-is-declining-5942 NashNova zh-tw 2026-07-08T16:41:51.069Z 美國司法部警告：幣安配合執法力度將下降 https://www.nashnova.com/zh-hant/feed/special/middle-east-conflict-escalates-enterprise-software-stocks-fall-over-3-percent-5941 NashNova zh-tw 2026-07-08T16:40:40.221Z 中東衝突升級，企業軟體股普跌逾3% https://www.nashnova.com/zh-hant/feed/special/trumps-crypto-policies-push-perpetual-futures-into-the-u-s-mainstream-5940 NashNova zh-tw 2026-07-08T16:22:12.969Z 特朗普加密政策推動永續期貨進入美國主流市場 https://www.nashnova.com/zh-hant/feed/special/brent-crude-surges-8-percent-to-hit-80-as-options-positioning-may-amplify-5939 NashNova zh-tw 2026-07-08T16:20:49.277Z 布倫特原油漲8%觸及80美元，期權持倉或放大波動 https://www.nashnova.com/zh-hant/feed/special/tech-crowded-trade-unwinds-software-stocks-bottom-out-vs-semiconductors-5938 NashNova zh-tw 2026-07-08T16:01:09.095Z 科技擁擠交易鬆動，軟體股相對半導體觸底回升 https://www.nashnova.com/zh-hant/feed/special/u-s-revokes-iran-oil-waivers-63-million-barrels-of-crude-stranded-at-sea-5937 NashNova zh-tw 2026-07-08T15:50:48.816Z 美國撤銷伊朗石油豁免，6300萬桶原油滯留海上 https://www.nashnova.com/zh-hant/feed/special/gpt-5-6-receives-u-s-regulatory-clearance-as-frontier-ai-approval-regime-loosens-5936 NashNova zh-tw 2026-07-08T15:46:36.592Z GPT-5.6獲美國監管放行，前沿AI審批制鬆動 https://www.nashnova.com/zh-hant/feed/special/ny-fed-nearly-half-of-businesses-still-plan-to-pass-on-tariff-costs-5935 NashNova zh-tw 2026-07-08T15:45:28.631Z 紐約聯儲：近半數企業仍計劃繼續轉嫁關稅成本 https://www.nashnova.com/zh-hant/feed/special/russia-announces-diesel-export-ban-to-replenish-domestic-supply-5934 NashNova zh-tw 2026-07-08T15:35:15.957Z 俄羅斯宣布禁止柴油出口以補充國內供應 https://www.nashnova.com/zh-hant/feed/special/china-plans-to-allow-top-ai-firms-limited-purchase-of-nvidia-h200-chips-5933 NashNova zh-tw 2026-07-08T15:06:27.153Z 中國擬允許頂級AI企業有限購買輝達H200晶片 https://www.nashnova.com/zh-hant/feed/special/bofa-clients-were-net-buyers-of-u-s-stocks-last-week-hedge-fund-inflows-hit-5932 NashNova zh-tw 2026-07-08T15:05:18.667Z 美銀客戶上週淨買入美股，對沖基金流入創歷史紀錄 https://www.nashnova.com/zh-hant/feed/special/etf-inflows-offset-strategys-sell-off-btc-stabilizes-5931 NashNova zh-tw 2026-07-08T15:00:43.023Z ETF資金流入對沖Strategy拋售，BTC企穩 https://www.nashnova.com/zh-hant/feed/special/trump-announces-plan-to-remove-syria-from-terrorism-sanctions-list-5930 NashNova zh-tw 2026-07-08T14:51:43.873Z 特朗普宣佈將把敘利亞移出恐怖主義制裁名單 https://www.nashnova.com/zh-hant/feed/special/tech-giants-25-billion-bond-blitz-meets-tepid-demand-5929 NashNova zh-tw 2026-07-08T14:36:49.047Z 科技巨頭250億美元債券潮遭遇需求疲軟 https://www.nashnova.com/zh-hant/feed/special/eia-7-3-300-5928 NashNova zh-tw 2026-07-08T14:35:23.077Z EIA：7月3日當週原油庫存增300萬桶 https://www.nashnova.com/zh-hant/feed/special/openai-gpt-5-6-5927 NashNova zh-tw 2026-07-08T14:16:40.673Z OpenAI研究員：GPT-5.6已勝任多數人類實習生任務 https://www.nashnova.com/zh-hant/feed/special/rapidus-2nm-5926 NashNova zh-tw 2026-07-08T14:15:26.668Z Rapidus 2nm代工定價對標台積電 https://www.nashnova.com/zh-hant/feed/special/pcb-ai-5925 NashNova zh-tw 2026-07-08T14:10:27.727Z 中國PCB廠商資本開支衝歷史高位，AI伺服器需求驅動 https://www.nashnova.com/zh-hant/feed/special/cloudflare-openai-ai-5924 NashNova zh-tw 2026-07-08T13:55:57.593Z Cloudflare與OpenAI啟動AI搜索實時索引試點 https://www.nashnova.com/zh-hant/feed/special/415-robotaxi-model-yl-5923 NashNova zh-tw 2026-07-08T13:50:49.747Z 大摩維持特斯拉目標價415美元，看好Robotaxi擴張與Model YL放量 https://www.nashnova.com/zh-hant/feed/special/openai-ai-northslope-5922 NashNova zh-tw 2026-07-08T13:45:33.764Z OpenAI部署子公司收購應用AI企業Northslope https://www.nashnova.com/zh-hant/feed/special/xbm-hbm-5921 NashNova zh-tw 2026-07-08T13:42:37.102Z 英特爾XBM專利曝光，低成本架構劍指HBM https://www.nashnova.com/zh-hant/feed/special/openai-5-2-ipo-5920 NashNova zh-tw 2026-07-08T13:41:17.167Z 美國銀行向OpenAI提供5.2億美元信貸以爭奪IPO席位 https://www.nashnova.com/zh-hant/feed/special/5919 NashNova zh-tw 2026-07-08T13:40:18.678Z 沃什組建五大任務組重塑美聯儲架構 https://www.nashnova.com/zh-hant/feed/special/ai-5918 NashNova zh-tw 2026-07-08T13:30:53.042Z AI晶片自研潮湧，半導體供應鏈瓶頸難解