https://www.nashnova.com/feed/special/margin-call-rumors-spread-multiple-brokerages-say-no-large-scale-forced-6908 nashnova en 2026-07-17T11:21:39.664Z Margin Call Rumors Spread, Multiple Brokerages Say No Large-Scale Forced Liquidations https://www.nashnova.com/feed/special/goldman-sachs-raises-innolight-target-price-to-rmb-2-581-6907 nashnova en 2026-07-17T11:08:25.778Z Goldman Sachs Raises Innolight Target Price to RMB 2,581 https://www.nashnova.com/feed/special/hsbc-upgrades-apple-to-buy-with-366-price-target-6906 nashnova en 2026-07-17T11:02:08.132Z HSBC Upgrades Apple to Buy with $366 Price Target https://www.nashnova.com/feed/special/bitcoin-halves-from-peak-as-institutional-interest-wanes-6905 nashnova en 2026-07-17T10:42:55.176Z Bitcoin Halves from Peak as Institutional Interest Wanes https://www.nashnova.com/feed/special/global-equity-funds-post-eight-consecutive-weeks-of-net-inflows-europe-leads-the-6904 nashnova en 2026-07-17T10:28:15.952Z Global Equity Funds Post Eight Consecutive Weeks of Net Inflows, Europe Leads the Way https://www.nashnova.com/feed/special/hormuz-strait-ship-traffic-drops-to-over-one-month-low-as-oil-prices-continue-to-6903 nashnova en 2026-07-17T10:18:32.221Z Hormuz Strait Ship Traffic Drops to Over One-Month Low as Oil Prices Continue to Rise https://www.nashnova.com/feed/special/apple-sends-legal-letters-to-about-40-former-openai-employees-6902 nashnova en 2026-07-17T10:17:29.252Z Apple Sends Legal Letters to About 40 Former OpenAI Employees https://www.nashnova.com/feed/special/jpmorgan-stock-market-returns-will-flatten-in-h2-2026-6901 nashnova en 2026-07-17T10:12:50.189Z JPMorgan: Stock Market Returns Will Flatten in H2 2026 https://www.nashnova.com/feed/special/eurozone-june-final-cpi-confirmed-at-2-8-percent-lowest-since-february-6900 nashnova en 2026-07-17T10:01:51.904Z Eurozone June Final CPI Confirmed at 2.8%, Lowest Since February https://www.nashnova.com/feed/special/altman-admits-openai-underperformed-over-the-past-year-takes-primary-6899 nashnova en 2026-07-17T09:57:20.018Z Altman Admits OpenAI Underperformed Over the Past Year, Takes Primary Responsibility https://www.nashnova.com/feed/special/morgan-stanleys-tesla-q2-preview-price-target-raised-to-417-betting-on-robotaxi-6898 nashnova en 2026-07-17T09:32:56.532Z Morgan Stanley's Tesla Q2 Preview: Price Target Raised to $417, Betting on Robotaxi and Optimus https://www.nashnova.com/feed/special/nvidia-taps-microsoft-veteran-to-lead-global-sales-6897 nashnova en 2026-07-17T09:12:22.171Z Nvidia Taps Microsoft Veteran to Lead Global Sales https://www.nashnova.com/feed/special/safe-accelerates-issuance-of-new-round-of-qdii-quotas-6896 nashnova en 2026-07-17T09:08:09.023Z SAFE Accelerates Issuance of New Round of QDII Quotas https://www.nashnova.com/feed/special/u-s-corporate-insider-selling-hits-second-highest-level-in-20-years-6895 nashnova en 2026-07-17T09:07:01.747Z U.S. Corporate Insider Selling Hits Second-Highest Level in 20 Years https://www.nashnova.com/feed/special/three-ministries-consumption-tax-on-certain-batteries-to-be-gradually-restored-6894 nashnova en 2026-07-17T09:02:03.068Z Three Ministries: Consumption Tax on Certain Batteries to Be Gradually Restored Starting 2026 https://www.nashnova.com/feed/special/nasdaq-futures-drop-over-2-percent-as-chip-stock-selloff-sweeps-global-markets-6893 nashnova en 2026-07-17T08:53:20.752Z Nasdaq Futures Drop Over 2% as Chip Stock Selloff Sweeps Global Markets https://www.nashnova.com/feed/special/boj-expected-to-stand-pat-in-july-upgrades-growth-forecasts-6892 nashnova en 2026-07-17T08:52:00.772Z BOJ Expected to Stand Pat in July, Upgrades Growth Forecasts https://www.nashnova.com/feed/special/germanys-industrial-order-backlog-hits-record-high-in-may-6891 nashnova en 2026-07-17T08:47:10.215Z Germany's Industrial Order Backlog Hits Record High in May https://www.nashnova.com/feed/special/broadcom-partners-with-powertech-to-establish-400m-foplp-packaging-jv-in-6890 nashnova en 2026-07-17T08:13:49.334Z Broadcom Partners with Powertech to Establish $400M FOPLP Packaging JV in Singapore https://www.nashnova.com/feed/special/tsmc-restricts-mature-node-expansion-giving-pmic-suppliers-room-to-breathe-6889 nashnova en 2026-07-17T08:12:36.688Z TSMC Restricts Mature Node Expansion, Giving PMIC Suppliers Room to Breathe https://www.nashnova.com/feed/special/sse-composite-drops-3-percent-below-3-800-chinext-and-star-market-plunge-over-7-6888 nashnova en 2026-07-17T07:37:41.359Z SSE Composite Drops 3% Below 3,800; ChiNext and STAR Market Plunge Over 7% https://www.nashnova.com/feed/special/ubs-and-deutsche-bank-raise-stoxx-600-targets-as-multiple-institutions-turn-6887 nashnova en 2026-07-17T07:18:19.250Z UBS and Deutsche Bank Raise Stoxx 600 Targets as Multiple Institutions Turn Bullish on European Equities https://www.nashnova.com/feed/special/47b-asset-manager-trims-tsmc-and-sk-hynix-significantly-boosts-india-exposure-6886 nashnova en 2026-07-17T07:12:22.989Z $47B Asset Manager Trims TSMC and SK Hynix, Significantly Boosts India Exposure https://www.nashnova.com/feed/special/ubs-maintains-kospi-target-at-9-200-warns-deleveraging-will-intensify-short-term-6885 nashnova en 2026-07-17T07:02:30.058Z UBS Maintains KOSPI Target at 9,200, Warns Deleveraging Will Intensify Short-Term Volatility https://www.nashnova.com/feed/special/softbank-plans-60-billion-institutional-bond-issuance-to-fund-ai-investment-6884 nashnova en 2026-07-17T06:36:57.679Z SoftBank Plans ¥60 Billion Institutional Bond Issuance to Fund AI Investment Expansion https://www.nashnova.com/feed/special/meritz-securities-samsung-sk-hynix-severely-undervalued-market-misjudging-supply-6883 nashnova en 2026-07-17T06:32:21.040Z Meritz Securities: Samsung/SK Hynix Severely Undervalued, Market Misjudging Supply-Demand https://www.nashnova.com/feed/special/burry-calls-hong-kong-stocks-a-bargain-opportunity-6882 nashnova en 2026-07-17T06:27:18.219Z Burry Calls Hong Kong Stocks a "Bargain Opportunity" https://www.nashnova.com/feed/special/south-koreas-kospi-falls-into-bear-market-as-capital-rotates-to-hong-kong-tech-6881 nashnova en 2026-07-17T06:08:30.616Z South Korea's KOSPI Falls into Bear Market as Capital Rotates to Hong Kong Tech Stocks https://www.nashnova.com/feed/special/hkex-supports-rmb-payment-for-stamp-duty-and-trading-fees-6880 nashnova en 2026-07-17T06:07:14.751Z HKEX Supports RMB Payment for Stamp Duty and Trading Fees https://www.nashnova.com/feed/special/sheins-hong-kong-ipo-approved-by-listing-committee-6879 nashnova en 2026-07-17T06:01:48.288Z Shein's Hong Kong IPO Approved by Listing Committee https://www.nashnova.com/feed/special/meta-reportedly-seeks-to-poach-amazon-cloud-executives-to-build-cloud-business-6878 nashnova en 2026-07-17T05:53:46.666Z Meta Reportedly Seeks to Poach Amazon Cloud Executives to Build Cloud Business https://www.nashnova.com/feed/special/zhipu-ai-arr-hits-1-billion-growing-15x-in-six-months-6877 nashnova en 2026-07-17T05:42:04.513Z Zhipu AI ARR Hits $1 Billion, Growing 15x in Six Months https://www.nashnova.com/feed/special/mizuho-securities-tsmc-under-pressure-but-still-outperforming-6876 nashnova en 2026-07-17T05:26:44.838Z Mizuho Securities: TSMC Under Pressure but Still Outperforming https://www.nashnova.com/feed/special/some-investors-rotate-into-hyperscale-cloud-providers-betting-on-decelerating-6875 nashnova en 2026-07-17T05:13:35.670Z Some Investors Rotate into Hyperscale Cloud Providers, Betting on Decelerating Capex Growth https://www.nashnova.com/feed/special/tsmc-a14-process-node-trial-production-in-2027-mass-production-in-2028-6874 nashnova en 2026-07-17T05:12:15.088Z TSMC A14 Process Node: Trial Production in 2027, Mass Production in 2028 https://www.nashnova.com/feed/special/poll-ecb-expected-to-pause-rate-hikes-in-july-with-a-final-25bps-increase-likely-6873 nashnova en 2026-07-17T04:47:12.566Z Poll: ECB Expected to Pause Rate Hikes in July, with a Final 25bps Increase Likely in September https://www.nashnova.com/feed/special/japans-june-core-cpi-expected-to-rise-to-1-6-percent-as-energy-prices-drive-6872 nashnova en 2026-07-17T04:42:01.754Z Japan's June Core CPI Expected to Rise to 1.6% as Energy Prices Drive Inflation Higher https://www.nashnova.com/feed/special/japans-ldp-formally-proposes-tightening-shareholder-rights-6871 nashnova en 2026-07-17T04:34:40.766Z Japan's LDP Formally Proposes Tightening Shareholder Rights https://www.nashnova.com/feed/special/optical-module-leader-eoptolink-plans-hong-kong-ipo-raising-up-to-5-billion-6870 nashnova en 2026-07-17T04:33:16.537Z Optical Module Leader Eoptolink Plans Hong Kong IPO, Raising Up to $5 Billion https://www.nashnova.com/feed/special/malaysian-parliament-scrutinizes-lynas-rare-earth-supply-deal-with-u-s-6869 nashnova en 2026-07-17T04:32:18.522Z Malaysian Parliament Scrutinizes Lynas' Rare Earth Supply Deal with U.S. Department of Defense https://www.nashnova.com/feed/special/bitcoin-falls-below-64-000-as-u-s-iran-conflict-and-u-s-china-tensions-weigh-on-6868 nashnova en 2026-07-17T04:22:18.173Z Bitcoin Falls Below $64,000 as U.S.-Iran Conflict and U.S.-China Tensions Weigh on Risk Appetite https://www.nashnova.com/feed/special/pc-brands-rush-to-secure-cxmt-memory-chips-orders-booked-through-end-of-2027-6867 nashnova en 2026-07-17T04:21:03.208Z PC Brands Rush to Secure CXMT Memory Chips, Orders Booked Through End of 2027 https://www.nashnova.com/feed/special/hong-kong-stocks-drop-nearly-2-percent-at-midday-innovative-drug-index-plunges-6866 nashnova en 2026-07-17T04:20:02.654Z Hong Kong Stocks Drop Nearly 2% at Midday, Innovative Drug Index Plunges Over 7% https://www.nashnova.com/feed/special/sk-hynix-chairman-proposes-memory-as-a-service-business-model-6865 nashnova en 2026-07-17T04:18:39.598Z SK Hynix Chairman Proposes "Memory as a Service" Business Model https://www.nashnova.com/feed/special/nvidia-launches-thor-robotics-and-edge-ai-modules-6864 nashnova en 2026-07-17T04:17:30.307Z NVIDIA Launches Thor Robotics and Edge AI Modules https://www.nashnova.com/feed/special/tsmc-welcomes-advanced-packaging-competition-easing-pressure-on-mediatek-6863 nashnova en 2026-07-17T04:07:08.213Z TSMC Welcomes Advanced Packaging Competition, Easing Pressure on MediaTek https://www.nashnova.com/feed/special/japans-government-economic-blueprint-confirms-boj-retains-authority-over-6862 nashnova en 2026-07-17T03:32:12.209Z Japan's Government Economic Blueprint Confirms BOJ Retains Authority Over Monetary Policy Tools https://www.nashnova.com/feed/special/bond-market-has-already-tightened-for-the-fed-doubleline-warsh-has-no-need-to-6861 nashnova en 2026-07-17T03:15:16.664Z Bond Market Has Already Tightened for the Fed — DoubleLine: Warsh Has No Need to Rush Rate Hikes https://www.nashnova.com/feed/special/japans-noetra-partners-with-sony-softbank-and-44-companies-to-advance-sovereign-6860 nashnova en 2026-07-17T03:13:49.312Z Japan's Noetra Partners with Sony, SoftBank and 44 Companies to Advance Sovereign AI, Plans to Deploy ~27,500 NVIDIA Rubin GPUs https://www.nashnova.com/feed/special/u-s-rare-earth-race-squeezes-european-allies-6859 nashnova en 2026-07-17T03:12:33.114Z U.S. Rare Earth Race Squeezes European Allies https://www.nashnova.com/feed/special/rupee-nears-record-low-as-rbi-intervention-intensity-comes-under-spotlight-6858 nashnova en 2026-07-17T02:53:03.872Z Rupee Nears Record Low as RBI Intervention Intensity Comes Under Spotlight https://www.nashnova.com/feed/special/blackrock-ai-financing-to-spawn-a-compute-power-futures-market-6857 nashnova en 2026-07-17T02:46:54.531Z BlackRock: AI Financing to Spawn a Compute Power Futures Market https://www.nashnova.com/feed/special/fed-rate-hike-expectations-weigh-on-industrial-metals-triggering-broad-decline-6856 nashnova en 2026-07-17T02:42:01.641Z Fed Rate Hike Expectations Weigh on Industrial Metals, Triggering Broad Decline https://www.nashnova.com/feed/special/yen-bears-shrug-off-japans-finance-ministry-warnings-as-exchange-rate-hovers-6855 nashnova en 2026-07-17T02:07:00.189Z Yen Bears Shrug Off Japan's Finance Ministry Warnings as Exchange Rate Hovers Near 40-Year Lows https://www.nashnova.com/feed/special/mitsubishi-electric-plans-to-merge-power-chip-business-with-rohm-and-toshiba-6854 nashnova en 2026-07-17T01:57:09.738Z Mitsubishi Electric Plans to Merge Power Chip Business with Rohm and Toshiba https://www.nashnova.com/feed/special/chinas-big-three-airlines-warn-of-combined-h1-losses-exceeding-rmb-9-billion-6853 nashnova en 2026-07-17T01:47:19.953Z China's Big Three Airlines Warn of Combined H1 Losses Exceeding RMB 9 Billion https://www.nashnova.com/feed/special/jpmorgan-a-share-ai-pullback-is-deleveraging-not-a-bubble-burst-6852 nashnova en 2026-07-17T01:38:40.519Z JPMorgan: A-Share AI Pullback Is Deleveraging, Not a Bubble Burst https://www.nashnova.com/feed/special/jpmorgan-corning-overvalued-with-zero-margin-for-error-ahead-of-earnings-6851 nashnova en 2026-07-17T01:37:26.993Z JPMorgan: Corning Overvalued with Zero Margin for Error Ahead of Earnings https://www.nashnova.com/feed/special/chip-stocks-drag-asian-markets-lower-as-oil-posts-weekly-gain-of-over-11-percent-6850 nashnova en 2026-07-17T01:32:18.459Z Chip Stocks Drag Asian Markets Lower as Oil Posts Weekly Gain of Over 11% https://www.nashnova.com/feed/special/china-passenger-car-sales-drop-20-percent-in-h1-export-surge-meets-trade-6849 nashnova en 2026-07-17T01:27:32.102Z China Passenger Car Sales Drop 20% in H1; Export Surge Meets Trade Barriers https://www.nashnova.com/feed/special/major-u-s-banks-cut-over-10-000-jobs-in-q2-marking-largest-quarterly-decline-in-6848 nashnova en 2026-07-17T01:17:02.138Z Major U.S. Banks Cut Over 10,000 Jobs in Q2, Marking Largest Quarterly Decline in Six Years https://www.nashnova.com/feed/special/south-korea-plans-legislation-to-allow-sk-hynix-to-bring-in-external-investors-6847 nashnova en 2026-07-17T01:14:05.403Z South Korea Plans Legislation to Allow SK Hynix to Bring in External Investors for New Fab Construction https://www.nashnova.com/feed/special/australia-strips-voting-rights-from-china-linked-shareholders-in-rare-earth-6846 nashnova en 2026-07-17T01:12:51.596Z Australia Strips Voting Rights from China-Linked Shareholders in Rare Earth Miner https://www.nashnova.com/feed/special/rising-ai-inference-demand-drives-cpu-recovery-tsmc-benefits-across-6845 nashnova en 2026-07-17T01:11:45.814Z Rising AI Inference Demand Drives CPU Recovery, TSMC Benefits Across Architectures 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en 2026-07-16T20:42:18.030Z Nvidia GPU Supply Crisis Forces Cloud Providers to Ration Capacity https://www.nashnova.com/feed/special/netflix-q2-revenue-up-13-percent-in-line-with-expectations-q3-guidance-falls-6831 nashnova en 2026-07-16T20:14:51.522Z Netflix Q2 Revenue Up 13% in Line with Expectations; Q3 Guidance Falls Short of Market Consensus https://www.nashnova.com/feed/special/nearly-80-s-and-p-500-companies-report-earnings-next-week-led-by-alphabet-and-6830 nashnova en 2026-07-16T20:13:21.488Z Nearly 80 S&P 500 Companies Report Earnings Next Week, Led by Alphabet and Tesla https://www.nashnova.com/feed/special/deutsche-bank-warns-the-fed-ai-productivity-dividend-may-be-overestimated-6829 nashnova en 2026-07-16T20:11:51.037Z Deutsche Bank Warns the Fed: AI Productivity Dividend May Be Overestimated https://www.nashnova.com/feed/special/atlanta-fed-gdpnow-raises-u-s-q2-growth-forecast-to-1-7-percent-6828 nashnova en 2026-07-16T20:06:39.654Z Atlanta Fed GDPNow Raises U.S. Q2 Growth Forecast to 1.7% https://www.nashnova.com/feed/special/berkshire-q2-buyback-scale-estimated-at-5-11-billion-6827 nashnova en 2026-07-16T19:37:21.976Z Berkshire Q2 Buyback Scale Estimated at $5–11 Billion https://www.nashnova.com/feed/special/moonshot-ai-officially-launches-kimi-k3-worlds-largest-open-source-model-with-2-6826 nashnova en 2026-07-16T19:29:37.177Z Moonshot AI Officially Launches Kimi K3: World's Largest Open-Source Model with 2.8 Trillion Parameters https://www.nashnova.com/feed/special/iran-orders-houthi-rebels-to-prepare-for-red-sea-oil-route-blockade-6825 nashnova en 2026-07-16T19:28:20.158Z Iran Orders Houthi Rebels to Prepare for Red Sea Oil Route Blockade https://www.nashnova.com/feed/special/new-mexico-rejects-oracle-data-center-natural-gas-pipeline-permit-for-second-6824 nashnova en 2026-07-16T19:27:04.347Z New Mexico Rejects Oracle Data Center Natural Gas Pipeline Permit for Second Time 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https://www.nashnova.com/feed/special/record-inflows-into-ewy-as-investors-use-etf-as-proxy-to-gain-exposure-to-sk-6819 nashnova en 2026-07-16T18:57:19.328Z Record Inflows Into EWY as Investors Use ETF as Proxy to Gain Exposure to SK Hynix https://www.nashnova.com/feed/special/t-rowe-price-launches-first-multi-token-actively-managed-crypto-etf-6818 nashnova en 2026-07-16T18:47:04.030Z T. Rowe Price Launches First Multi-Token Actively Managed Crypto ETF https://www.nashnova.com/feed/special/googles-flagship-ai-model-gemini-3-5-pro-faces-launch-delay-6817 nashnova en 2026-07-16T18:17:12.621Z Google's Flagship AI Model Gemini 3.5 Pro Faces Launch Delay https://www.nashnova.com/feed/special/citadel-securities-invests-400m-in-crypto-com-at-20b-valuation-6816 nashnova en 2026-07-16T18:12:11.890Z Citadel Securities Invests $400M in Crypto.com at $20B Valuation https://www.nashnova.com/feed/special/u-s-crypto-regulatory-bills-in-limbo-coinbase-outlook-uncertain-6815 nashnova en 2026-07-16T18:02:09.249Z U.S. Crypto Regulatory Bills in Limbo, Coinbase Outlook Uncertain https://www.nashnova.com/feed/special/goldman-sachs-cuts-global-pc-shipment-forecast-projecting-14-percent-decline-in-6814 nashnova en 2026-07-16T17:38:12.354Z Goldman Sachs Cuts Global PC Shipment Forecast, Projecting 14% Decline in 2026 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en 2026-07-16T16:17:25.288Z Bank Stock Repo Positions Hit Record Highs as Hedge Funds Drive Leverage https://www.nashnova.com/zh/feed/special/margin-call-rumors-spread-multiple-brokerages-say-no-large-scale-forced-6908 nashnova zh-cn 2026-07-17T11:21:39.664Z 两融强平传言扩散，多家券商：未现大规模平仓 https://www.nashnova.com/zh/feed/special/goldman-sachs-raises-innolight-target-price-to-rmb-2-581-6907 nashnova zh-cn 2026-07-17T11:08:25.778Z 高盛将中际旭创目标价上调至2581元 https://www.nashnova.com/zh/feed/special/hsbc-upgrades-apple-to-buy-with-366-price-target-6906 nashnova zh-cn 2026-07-17T11:02:08.132Z 汇丰升评苹果至买入，目标价366美元 https://www.nashnova.com/zh/feed/special/bitcoin-halves-from-peak-as-institutional-interest-wanes-6905 nashnova zh-cn 2026-07-17T10:42:55.176Z 比特币自高点腰斩，机构失兴趣成主因 https://www.nashnova.com/zh/feed/special/global-equity-funds-post-eight-consecutive-weeks-of-net-inflows-europe-leads-the-6904 nashnova zh-cn 2026-07-17T10:28:15.952Z 全球股票基金连续八周净流入，欧洲领跑 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https://www.nashnova.com/zh/feed/special/morgan-stanleys-tesla-q2-preview-price-target-raised-to-417-betting-on-robotaxi-6898 nashnova zh-cn 2026-07-17T09:32:56.532Z 大摩前瞻特斯拉Q2：目标价升至417美元，押注Robotaxi与Optimus https://www.nashnova.com/zh/feed/special/nvidia-taps-microsoft-veteran-to-lead-global-sales-6897 nashnova zh-cn 2026-07-17T09:12:22.171Z 英伟达引入微软老将接掌全球销售 https://www.nashnova.com/zh/feed/special/safe-accelerates-issuance-of-new-round-of-qdii-quotas-6896 nashnova zh-cn 2026-07-17T09:08:09.023Z 外汇局加快发放新一轮QDII额度 https://www.nashnova.com/zh/feed/special/u-s-corporate-insider-selling-hits-second-highest-level-in-20-years-6895 nashnova zh-cn 2026-07-17T09:07:01.747Z 美国企业内部人士抛股创20年次高 https://www.nashnova.com/zh/feed/special/three-ministries-consumption-tax-on-certain-batteries-to-be-gradually-restored-6894 nashnova zh-cn 2026-07-17T09:02:03.068Z 三部门：部分电池2026年起分步恢复征消费税 https://www.nashnova.com/zh/feed/special/nasdaq-futures-drop-over-2-percent-as-chip-stock-selloff-sweeps-global-markets-6893 nashnova zh-cn 2026-07-17T08:53:20.752Z 纳指期货跌逾2%，芯片股抛售席卷全球 https://www.nashnova.com/zh/feed/special/boj-expected-to-stand-pat-in-july-upgrades-growth-forecasts-6892 nashnova zh-cn 2026-07-17T08:52:00.772Z 日本央行7月料按兵不动，上调经济增长预测 https://www.nashnova.com/zh/feed/special/germanys-industrial-order-backlog-hits-record-high-in-may-6891 nashnova zh-cn 2026-07-17T08:47:10.215Z 德国工业订单积压5月创历史新高 https://www.nashnova.com/zh/feed/special/broadcom-partners-with-powertech-to-establish-400m-foplp-packaging-jv-in-6890 nashnova zh-cn 2026-07-17T08:13:49.334Z 博通携力成在新加坡设4亿美元FOPLP封装合资 https://www.nashnova.com/zh/feed/special/tsmc-restricts-mature-node-expansion-giving-pmic-suppliers-room-to-breathe-6889 nashnova zh-cn 2026-07-17T08:12:36.688Z 台积电限制成熟制程扩产，PMIC供应商获喘息空间 https://www.nashnova.com/zh/feed/special/sse-composite-drops-3-percent-below-3-800-chinext-and-star-market-plunge-over-7-6888 nashnova zh-cn 2026-07-17T07:37:41.359Z 沪指收跌3%失守3800点，双创跌逾7% 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智谱ARR达10亿美元，半年增长15倍 https://www.nashnova.com/zh/feed/special/mizuho-securities-tsmc-under-pressure-but-still-outperforming-6876 nashnova zh-cn 2026-07-17T05:26:44.838Z 瑞穗证券：台积电承压但仍跑赢大市 https://www.nashnova.com/zh/feed/special/some-investors-rotate-into-hyperscale-cloud-providers-betting-on-decelerating-6875 nashnova zh-cn 2026-07-17T05:13:35.670Z 部分投资者转向超大规模云厂商，押注资本开支增速放缓 https://www.nashnova.com/zh/feed/special/tsmc-a14-process-node-trial-production-in-2027-mass-production-in-2028-6874 nashnova zh-cn 2026-07-17T05:12:15.088Z 台积电A14制程2027年试产、2028年量产 https://www.nashnova.com/zh/feed/special/poll-ecb-expected-to-pause-rate-hikes-in-july-with-a-final-25bps-increase-likely-6873 nashnova zh-cn 2026-07-17T04:47:12.566Z 民调：欧洲央行7月暂停加息，9月料最后一次上调25基点 https://www.nashnova.com/zh/feed/special/japans-june-core-cpi-expected-to-rise-to-1-6-percent-as-energy-prices-drive-6872 nashnova zh-cn 2026-07-17T04:42:01.754Z 日本6月核心CPI预计升至1.6%，能源价格推升通胀 https://www.nashnova.com/zh/feed/special/japans-ldp-formally-proposes-tightening-shareholder-rights-6871 nashnova zh-cn 2026-07-17T04:34:40.766Z 日本自民党正式提议收紧股东权利 https://www.nashnova.com/zh/feed/special/optical-module-leader-eoptolink-plans-hong-kong-ipo-raising-up-to-5-billion-6870 nashnova zh-cn 2026-07-17T04:33:16.537Z 光模块龙头亿光通信拟赴港IPO，融资最高50亿美元 https://www.nashnova.com/zh/feed/special/malaysian-parliament-scrutinizes-lynas-rare-earth-supply-deal-with-u-s-6869 nashnova zh-cn 2026-07-17T04:32:18.522Z 马来西亚议会审查Lynas向美国防部供稀土协议 https://www.nashnova.com/zh/feed/special/bitcoin-falls-below-64-000-as-u-s-iran-conflict-and-u-s-china-tensions-weigh-on-6868 nashnova zh-cn 2026-07-17T04:22:18.173Z 比特币跌破64000美元，美伊冲突叠加中美紧张压制风险偏好 https://www.nashnova.com/zh/feed/special/pc-brands-rush-to-secure-cxmt-memory-chips-orders-booked-through-end-of-2027-6867 nashnova zh-cn 2026-07-17T04:21:03.208Z PC品牌抢购长鑫内存，订单排至2027年底 https://www.nashnova.com/zh/feed/special/hong-kong-stocks-drop-nearly-2-percent-at-midday-innovative-drug-index-plunges-6866 nashnova zh-cn 2026-07-17T04:20:02.654Z 港股午盘跌近2%，创新药指数大跌逾7% https://www.nashnova.com/zh/feed/special/sk-hynix-chairman-proposes-memory-as-a-service-business-model-6865 nashnova zh-cn 2026-07-17T04:18:39.598Z SK海力士主席提出"内存即服务"商业模式 https://www.nashnova.com/zh/feed/special/nvidia-launches-thor-robotics-and-edge-ai-modules-6864 nashnova zh-cn 2026-07-17T04:17:30.307Z 英伟达推出Thor机器人与边缘AI模块 https://www.nashnova.com/zh/feed/special/tsmc-welcomes-advanced-packaging-competition-easing-pressure-on-mediatek-6863 nashnova zh-cn 2026-07-17T04:07:08.213Z 台积电欢迎先进封装竞争，联发科压力缓解 https://www.nashnova.com/zh/feed/special/japans-government-economic-blueprint-confirms-boj-retains-authority-over-6862 nashnova zh-cn 2026-07-17T03:32:12.209Z 日本政府经济蓝图确认货币政策工具决定权归属日本央行 https://www.nashnova.com/zh/feed/special/bond-market-has-already-tightened-for-the-fed-doubleline-warsh-has-no-need-to-6861 nashnova zh-cn 2026-07-17T03:15:16.664Z 债市已替美联储紧缩，DoubleLine：沃什无需急于加息 https://www.nashnova.com/zh/feed/special/japans-noetra-partners-with-sony-softbank-and-44-companies-to-advance-sovereign-6860 nashnova zh-cn 2026-07-17T03:13:49.312Z 日本Noetra联合索尼软银等44家企业推主权AI，拟配备2.75万张英伟达Rubin GPU https://www.nashnova.com/zh/feed/special/u-s-rare-earth-race-squeezes-european-allies-6859 nashnova zh-cn 2026-07-17T03:12:33.114Z 美国稀土争夺挤压欧洲盟友 https://www.nashnova.com/zh/feed/special/rupee-nears-record-low-as-rbi-intervention-intensity-comes-under-spotlight-6858 nashnova zh-cn 2026-07-17T02:53:03.872Z 卢比逼近历史低位，RBI干预力度受关注 https://www.nashnova.com/zh/feed/special/blackrock-ai-financing-to-spawn-a-compute-power-futures-market-6857 nashnova zh-cn 2026-07-17T02:46:54.531Z 贝莱德：AI融资将催生算力期货市场 https://www.nashnova.com/zh/feed/special/fed-rate-hike-expectations-weigh-on-industrial-metals-triggering-broad-decline-6856 nashnova zh-cn 2026-07-17T02:42:01.641Z 美联储加息预期施压，工业金属普跌 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https://www.nashnova.com/zh/feed/special/chip-stocks-drag-asian-markets-lower-as-oil-posts-weekly-gain-of-over-11-percent-6850 nashnova zh-cn 2026-07-17T01:32:18.459Z 芯片股拖累亚股下跌，油价周线涨逾11% https://www.nashnova.com/zh/feed/special/china-passenger-car-sales-drop-20-percent-in-h1-export-surge-meets-trade-6849 nashnova zh-cn 2026-07-17T01:27:32.102Z 中国乘用车销量上半年跌20%，出口激增遭贸易壁垒 https://www.nashnova.com/zh/feed/special/major-u-s-banks-cut-over-10-000-jobs-in-q2-marking-largest-quarterly-decline-in-6848 nashnova zh-cn 2026-07-17T01:17:02.138Z 美国大型银行Q2裁员逾万人，创六年最大季度降幅 https://www.nashnova.com/zh/feed/special/south-korea-plans-legislation-to-allow-sk-hynix-to-bring-in-external-investors-6847 nashnova zh-cn 2026-07-17T01:14:05.403Z 韩国拟立法允许SK海力士引入外部投资者建新晶圆厂 https://www.nashnova.com/zh/feed/special/australia-strips-voting-rights-from-china-linked-shareholders-in-rare-earth-6846 nashnova zh-cn 2026-07-17T01:12:51.596Z 澳大利亚剥夺中国关联股东稀土矿商投票权 https://www.nashnova.com/zh/feed/special/rising-ai-inference-demand-drives-cpu-recovery-tsmc-benefits-across-6845 nashnova zh-cn 2026-07-17T01:11:45.814Z AI推理兴起推动CPU需求回升，台积电跨架构受益 https://www.nashnova.com/zh/feed/special/kioxias-market-cap-halved-from-peak-as-ai-selloff-hammers-japans-memory-stock-6844 nashnova zh-cn 2026-07-17T00:42:24.589Z 铠侠市值较峰值腰斩，AI抛售重创日本存储股 https://www.nashnova.com/zh/feed/special/china-ai-stocks-see-earnings-surge-over-1-000-fold-but-lofty-expectations-cap-6843 nashnova zh-cn 2026-07-17T00:37:48.881Z 中国AI股盈利增逾千倍，高预期压制反弹空间 https://www.nashnova.com/zh/feed/special/memory-chip-shortage-intensifies-as-suppliers-raise-prices-and-lock-in-long-term-6842 nashnova zh-cn 2026-07-17T00:12:40.684Z 存储芯片短缺加剧，供应商涨价并锁定长约 https://www.nashnova.com/zh/feed/special/spring-capitals-fred-hu-finance-is-chinas-biggest-weakness-6841 nashnova zh-cn 2026-07-16T23:58:23.095Z 春华资本胡祖六：金融是中国最大短板 https://www.nashnova.com/zh/feed/special/spacexs-first-post-ipo-starship-launch-aborted-after-hours-stock-price-drops-6840 nashnova zh-cn 2026-07-16T23:57:10.167Z SpaceX IPO后首次Starship发射中止，盘后股价跌逾4% https://www.nashnova.com/zh/feed/special/china-bets-on-accelerated-national-infrastructure-to-stabilize-growth-reducing-6839 nashnova zh-cn 2026-07-16T23:13:50.240Z 中国押注国家基建提速稳增长，大规模刺激可能性降低 https://www.nashnova.com/zh/feed/special/fed-vice-chair-jefferson-policy-stance-is-appropriate-will-consider-rate-hikes-6838 nashnova zh-cn 2026-07-16T23:12:28.184Z 美联储副主席杰斐逊：政策立场适当，通胀若不降温将考虑加息 https://www.nashnova.com/zh/feed/special/nadella-slams-anthropics-fable-restrictions-makes-no-sense-6837 nashnova zh-cn 2026-07-16T23:02:31.128Z 纳德拉批Anthropic Fable限制条款：不合逻辑 https://www.nashnova.com/zh/feed/special/paypal-board-rejects-53-billion-takeover-bid-6836 nashnova zh-cn 2026-07-16T22:37:22.133Z PayPal董事会拒绝530亿美元收购要约 https://www.nashnova.com/zh/feed/special/netflix-cuts-frequency-of-engagement-data-disclosure-investors-fear-flywheel-6835 nashnova zh-cn 2026-07-16T22:12:40.023Z Netflix削减参与度数据披露频次，投资者忧飞轮失速 https://www.nashnova.com/zh/feed/special/cxmt-ipo-lottery-win-rate-of-0-4714-percent-sets-star-market-record-6834 nashnova zh-cn 2026-07-16T21:27:15.412Z 长鑫科技IPO中签率0.4714%创科创板纪录 https://www.nashnova.com/zh/feed/special/philadelphia-semiconductor-index-nears-bear-market-as-capital-accelerates-6833 nashnova zh-cn 2026-07-16T21:17:52.622Z 费城半导体指数逼近熊市，资金加速轮出芯片板块 https://www.nashnova.com/zh/feed/special/nvidia-gpu-supply-crisis-forces-cloud-providers-to-ration-capacity-6832 nashnova zh-cn 2026-07-16T20:42:18.030Z 英伟达GPU供应告急，云厂商被迫限量配给 https://www.nashnova.com/zh/feed/special/netflix-q2-revenue-up-13-percent-in-line-with-expectations-q3-guidance-falls-6831 nashnova zh-cn 2026-07-16T20:14:51.522Z 奈飞Q2营收增13%符合预期，Q3指引低于市场预期 https://www.nashnova.com/zh/feed/special/nearly-80-s-and-p-500-companies-report-earnings-next-week-led-by-alphabet-and-6830 nashnova zh-cn 2026-07-16T20:13:21.488Z 标普500下周近80家公司财报，Alphabet、特斯拉领衔 https://www.nashnova.com/zh/feed/special/deutsche-bank-warns-the-fed-ai-productivity-dividend-may-be-overestimated-6829 nashnova zh-cn 2026-07-16T20:11:51.037Z 德意志银行警告美联储：AI生产率红利或被高估 https://www.nashnova.com/zh/feed/special/atlanta-fed-gdpnow-raises-u-s-q2-growth-forecast-to-1-7-percent-6828 nashnova zh-cn 2026-07-16T20:06:39.654Z 亚特兰大联储GDPNow上调美国Q2增长预测至1.7% https://www.nashnova.com/zh/feed/special/berkshire-q2-buyback-scale-estimated-at-5-11-billion-6827 nashnova zh-cn 2026-07-16T19:37:21.976Z 伯克希尔Q2回购规模估计达50至110亿美元 https://www.nashnova.com/zh/feed/special/moonshot-ai-officially-launches-kimi-k3-worlds-largest-open-source-model-with-2-6826 nashnova zh-cn 2026-07-16T19:29:37.177Z 月之暗面正式发布Kimi K3，2.8万亿参数全球最大开源模型 https://www.nashnova.com/zh/feed/special/iran-orders-houthi-rebels-to-prepare-for-red-sea-oil-route-blockade-6825 nashnova zh-cn 2026-07-16T19:28:20.158Z 伊朗要求胡塞武装备战封锁红海油路 https://www.nashnova.com/zh/feed/special/new-mexico-rejects-oracle-data-center-natural-gas-pipeline-permit-for-second-6824 nashnova zh-cn 2026-07-16T19:27:04.347Z 新墨西哥州二度拒绝Oracle数据中心天然气管道许可 https://www.nashnova.com/zh/feed/special/montage-technologys-h1-net-profit-expected-to-surge-up-to-81-percent-plans-up-to-6823 nashnova zh-cn 2026-07-16T19:22:15.503Z 澜起科技上半年净利预增最高81%，拟回购最高6亿元并回应韩国调查 https://www.nashnova.com/zh/feed/special/morgan-stanley-wealth-management-records-all-time-high-net-new-assets-6822 nashnova zh-cn 2026-07-16T19:17:24.629Z 摩根士丹利财富管理净新增资产创纪录 https://www.nashnova.com/zh/feed/special/bofa-warns-stock-vs-index-volatility-spread-approaching-dot-com-bubble-extremes-6821 nashnova zh-cn 2026-07-16T19:07:20.582Z 美银警告：股票与指数波动率价差逼近互联网泡沫极值 https://www.nashnova.com/zh/feed/special/wall-street-estimates-microns-peak-eps-in-the-ai-cycle-6820 nashnova zh-cn 2026-07-16T19:02:04.672Z 华尔街测算美光AI周期峰值EPS https://www.nashnova.com/zh/feed/special/record-inflows-into-ewy-as-investors-use-etf-as-proxy-to-gain-exposure-to-sk-6819 nashnova zh-cn 2026-07-16T18:57:19.328Z EWY创纪录资金涌入，投资者借道ETF代理布局SK海力士 https://www.nashnova.com/zh/feed/special/t-rowe-price-launches-first-multi-token-actively-managed-crypto-etf-6818 nashnova zh-cn 2026-07-16T18:47:04.030Z T. 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https://www.nashnova.com/zh/feed/special/dallas-fed-president-logan-calls-for-moderate-rate-hikes-6812 nashnova zh-cn 2026-07-16T17:27:10.409Z 达拉斯联储主席罗根呼吁适度加息 https://www.nashnova.com/zh/feed/special/morgan-stanley-microsofts-generative-ai-leadership-is-clear-6811 nashnova zh-cn 2026-07-16T17:01:50.007Z 摩根士丹利：微软生成式AI领导力"明确" https://www.nashnova.com/zh/feed/special/percentage-of-s-and-p-500-stocks-above-200-day-moving-average-rises-to-highest-6810 nashnova zh-cn 2026-07-16T16:56:41.688Z 标普500成分股200日均线上方比例升至今年2月来最高 https://www.nashnova.com/zh/feed/special/bank-stock-repo-positions-hit-record-highs-as-hedge-funds-drive-leverage-6809 nashnova zh-cn 2026-07-16T16:17:25.288Z 银行股票回购头寸创新高，对冲基金成杠杆主力 https://www.nashnova.com/zh-hant/feed/special/margin-call-rumors-spread-multiple-brokerages-say-no-large-scale-forced-6908 nashnova zh-tw 2026-07-17T11:21:39.664Z 兩融強平傳言擴散，多家券商：未現大規模平倉 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-raises-innolight-target-price-to-rmb-2-581-6907 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https://www.nashnova.com/zh-hant/feed/special/jpmorgan-stock-market-returns-will-flatten-in-h2-2026-6901 nashnova zh-tw 2026-07-17T10:12:50.189Z 摩根大通：2026年下半年股市回報將趨於平淡 https://www.nashnova.com/zh-hant/feed/special/eurozone-june-final-cpi-confirmed-at-2-8-percent-lowest-since-february-6900 nashnova zh-tw 2026-07-17T10:01:51.904Z 歐元區6月CPI終值確認2.8%，為今年2月以來最低 https://www.nashnova.com/zh-hant/feed/special/altman-admits-openai-underperformed-over-the-past-year-takes-primary-6899 nashnova zh-tw 2026-07-17T09:57:20.018Z Altman承認OpenAI過去一年表現不佳，稱主要責任在己 https://www.nashnova.com/zh-hant/feed/special/morgan-stanleys-tesla-q2-preview-price-target-raised-to-417-betting-on-robotaxi-6898 nashnova zh-tw 2026-07-17T09:32:56.532Z 大摩前瞻特斯拉Q2：目標價升至417美元，押注Robotaxi與Optimus https://www.nashnova.com/zh-hant/feed/special/nvidia-taps-microsoft-veteran-to-lead-global-sales-6897 nashnova zh-tw 2026-07-17T09:12:22.171Z 輝達引入微軟老將接掌全球銷售 https://www.nashnova.com/zh-hant/feed/special/safe-accelerates-issuance-of-new-round-of-qdii-quotas-6896 nashnova zh-tw 2026-07-17T09:08:09.023Z 外匯局加快發放新一輪QDII額度 https://www.nashnova.com/zh-hant/feed/special/u-s-corporate-insider-selling-hits-second-highest-level-in-20-years-6895 nashnova zh-tw 2026-07-17T09:07:01.747Z 美國企業內部人士拋股創20年次高 https://www.nashnova.com/zh-hant/feed/special/three-ministries-consumption-tax-on-certain-batteries-to-be-gradually-restored-6894 nashnova zh-tw 2026-07-17T09:02:03.068Z 三部門：部分電池2026年起分步恢復徵消費稅 https://www.nashnova.com/zh-hant/feed/special/nasdaq-futures-drop-over-2-percent-as-chip-stock-selloff-sweeps-global-markets-6893 nashnova zh-tw 2026-07-17T08:53:20.752Z 納指期貨跌逾2%，晶片股拋售席捲全球 https://www.nashnova.com/zh-hant/feed/special/boj-expected-to-stand-pat-in-july-upgrades-growth-forecasts-6892 nashnova zh-tw 2026-07-17T08:52:00.772Z 日本央行7月料按兵不動，上調經濟增長預測 https://www.nashnova.com/zh-hant/feed/special/germanys-industrial-order-backlog-hits-record-high-in-may-6891 nashnova zh-tw 2026-07-17T08:47:10.215Z 德國工業訂單積壓5月創歷史新高 https://www.nashnova.com/zh-hant/feed/special/broadcom-partners-with-powertech-to-establish-400m-foplp-packaging-jv-in-6890 nashnova zh-tw 2026-07-17T08:13:49.334Z 博通攜力成在新加坡設4億美元FOPLP封裝合資 https://www.nashnova.com/zh-hant/feed/special/tsmc-restricts-mature-node-expansion-giving-pmic-suppliers-room-to-breathe-6889 nashnova zh-tw 2026-07-17T08:12:36.688Z 台積電限制成熟製程擴產，PMIC供應商獲喘息空間 https://www.nashnova.com/zh-hant/feed/special/sse-composite-drops-3-percent-below-3-800-chinext-and-star-market-plunge-over-7-6888 nashnova zh-tw 2026-07-17T07:37:41.359Z 滬指收跌3%失守3800點，雙創跌逾7% https://www.nashnova.com/zh-hant/feed/special/ubs-and-deutsche-bank-raise-stoxx-600-targets-as-multiple-institutions-turn-6887 nashnova zh-tw 2026-07-17T07:18:19.250Z 瑞銀、德銀上調Stoxx 600目標價，多機構看漲歐股 https://www.nashnova.com/zh-hant/feed/special/47b-asset-manager-trims-tsmc-and-sk-hynix-significantly-boosts-india-exposure-6886 nashnova zh-tw 2026-07-17T07:12:22.989Z 470億資管巨頭減持台積電和SK海力士，大幅加倉印度 https://www.nashnova.com/zh-hant/feed/special/ubs-maintains-kospi-target-at-9-200-warns-deleveraging-will-intensify-short-term-6885 nashnova zh-tw 2026-07-17T07:02:30.058Z 瑞銀維持KOSPI目標價9200點，警告去槓桿加劇短期波動 https://www.nashnova.com/zh-hant/feed/special/softbank-plans-60-billion-institutional-bond-issuance-to-fund-ai-investment-6884 nashnova zh-tw 2026-07-17T06:36:57.679Z 軟銀擬發600億日圓機構債，擴大AI投資融資 https://www.nashnova.com/zh-hant/feed/special/meritz-securities-samsung-sk-hynix-severely-undervalued-market-misjudging-supply-6883 nashnova zh-tw 2026-07-17T06:32:21.040Z Meritz證券：三星/SK海力士被嚴重低估，市場誤判供需 https://www.nashnova.com/zh-hant/feed/special/burry-calls-hong-kong-stocks-a-bargain-opportunity-6882 nashnova zh-tw 2026-07-17T06:27:18.219Z 伯里稱港股是「撿便宜好時機」 https://www.nashnova.com/zh-hant/feed/special/south-koreas-kospi-falls-into-bear-market-as-capital-rotates-to-hong-kong-tech-6881 nashnova zh-tw 2026-07-17T06:08:30.616Z 韓國KOSPI跌入熊市，資金轉向港股科技 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