https://www.nashnova.com/feed/special/s-and-p-500-earnings-revision-optimism-hits-20-year-high-14196 nashnova en 2026-10-04T15:26:30.790Z S&P 500 Earnings Revision Optimism Hits 20-Year High https://www.nashnova.com/feed/special/wall-street-strategists-push-cross-asset-hedging-as-dual-digital-options-gain-14195 nashnova en 2026-10-04T14:41:42.213Z Wall Street Strategists Push Cross-Asset Hedging as Dual Digital Options Gain Popularity https://www.nashnova.com/feed/special/u-s-treasury-yields-break-5-percent-emerging-market-carry-traders-hold-their-14194 nashnova en 2026-10-04T13:31:39.829Z U.S. Treasury Yields Break 5%, Emerging Market Carry Traders Hold Their Ground https://www.nashnova.com/feed/special/seven-opec-nations-keep-november-production-targets-unchanged-actual-output-14193 nashnova en 2026-10-04T13:06:29.810Z Seven OPEC+ Nations Keep November Production Targets Unchanged; Actual Output Remains Well Below Quotas https://www.nashnova.com/feed/special/nvidia-backed-reflection-to-release-powerful-open-source-ai-model-14192 nashnova en 2026-10-04T12:56:32.833Z Nvidia-Backed Reflection to Release Powerful Open-Source AI Model https://www.nashnova.com/feed/special/u-s-irs-targets-aqr-tax-strategies-warns-of-potential-retroactive-penalties-14191 nashnova en 2026-10-04T12:11:21.566Z U.S. IRS Targets AQR Tax Strategies, Warns of Potential Retroactive Penalties https://www.nashnova.com/feed/special/morgan-stanley-chinas-global-export-share-expected-to-rise-to-16-5-percent-by-14190 nashnova en 2026-10-04T09:16:49.800Z Morgan Stanley: China's Global Export Share Expected to Rise to 16.5% by 2030 https://www.nashnova.com/feed/special/white-house-super-ai-task-force-officially-launched-clayton-to-lead-120-day-ai-14189 nashnova en 2026-10-04T07:16:47.906Z White House Super AI Task Force Officially Launched; Clayton to Lead 120-Day AI Regulatory Proposal https://www.nashnova.com/feed/special/softbanks-digitalbridge-acquisition-sons-ai-expansion-seeks-off-balance-sheet-14188 nashnova en 2026-10-04T04:26:40.258Z SoftBank's DigitalBridge Acquisition: Son's AI Expansion Seeks Off-Balance-Sheet Financing https://www.nashnova.com/feed/special/bessent-rising-treasury-yields-a-global-phenomenon-dismisses-ai-bubble-claims-14187 nashnova en 2026-10-04T03:06:43.190Z Bessent: Rising Treasury Yields a Global Phenomenon, Dismisses AI Bubble Claims https://www.nashnova.com/feed/special/china-closes-over-670-banks-in-four-years-as-regulatory-consolidation-hits-14186 nashnova en 2026-10-04T02:06:41.375Z China Closes Over 670 Banks in Four Years as Regulatory Consolidation Hits Record https://www.nashnova.com/feed/special/citic-securities-mortgage-to-rent-parity-signal-emerges-bullish-on-developers-14185 nashnova en 2026-10-03T23:26:30.820Z CITIC Securities: Mortgage-to-Rent Parity Signal Emerges, Bullish on Developers and Leading Brokerage Firms https://www.nashnova.com/feed/special/fed-and-ecb-meeting-minutes-due-for-release-as-rate-hike-expectations-cool-on-14184 nashnova en 2026-10-03T20:31:55.783Z Fed and ECB Meeting Minutes Due for Release as Rate Hike Expectations Cool on Both Sides https://www.nashnova.com/feed/special/openai-safety-staff-resign-claim-company-culture-is-broken-14183 nashnova en 2026-10-03T16:36:52.076Z OpenAI Safety Staff Resign: Claim Company Culture Is Broken https://www.nashnova.com/feed/special/bofa-ai-narrative-becomes-last-line-of-defense-for-u-s-bond-market-a-collapse-in-14182 nashnova en 2026-10-03T16:31:59.451Z BofA: AI Narrative Becomes Last Line of Defense for U.S. Bond Market — A Collapse in the Narrative Would Amplify All Macro Risks https://www.nashnova.com/feed/special/musk-confirms-talks-with-tsmc-on-texas-chip-fab-collaboration-14181 nashnova en 2026-10-03T16:27:20.385Z Musk Confirms Talks with TSMC on Texas Chip Fab Collaboration https://www.nashnova.com/feed/special/ubs-90-percent-of-foreign-capital-flowing-into-the-u-s-is-m-and-a-manufacturing-14180 nashnova en 2026-10-03T16:26:21.321Z UBS: 90% of Foreign Capital Flowing into the U.S. Is M&A, Manufacturing Reshoring Data Questioned https://www.nashnova.com/feed/special/thick-smoke-reportedly-seen-at-saudi-aramcos-riyadh-refinery-as-saudi-arabia-14179 nashnova en 2026-10-03T16:13:50.324Z Thick Smoke Reportedly Seen at Saudi Aramco's Riyadh Refinery as Saudi Arabia Plans Major Military Operation Against Houthis https://www.nashnova.com/feed/special/ubs-warning-european-natural-gas-storage-at-only-71-5-percent-winter-buffer-hits-14178 nashnova en 2026-10-03T16:12:39.903Z UBS Warning: European Natural Gas Storage at Only 71.5%, Winter Buffer Hits Historic Low https://www.nashnova.com/feed/special/cheaper-ai-wont-cut-power-bills-mckinsey-forecasts-24-percent-annual-growth-in-14177 nashnova en 2026-10-03T16:11:33.872Z Cheaper AI Won't Cut Power Bills: McKinsey Forecasts 24% Annual Growth in Data Center Electricity Consumption https://www.nashnova.com/feed/special/jpmorgan-breaks-down-investment-strategies-for-three-u-s-midterm-election-14176 nashnova en 2026-10-03T16:01:58.305Z JPMorgan Breaks Down Investment Strategies for Three U.S. Midterm Election Scenarios https://www.nashnova.com/feed/special/goldman-sachs-real-time-model-points-to-china-q3-gdp-growth-of-4-1-percent-14175 nashnova en 2026-10-03T11:46:34.203Z Goldman Sachs Real-Time Model Points to China Q3 GDP Growth of 4.1% https://www.nashnova.com/feed/special/cta-positioning-plunges-over-3-standard-deviations-as-1-3-trillion-buyback-14174 nashnova en 2026-10-03T09:06:49.955Z CTA Positioning Plunges Over 3 Standard Deviations as $1.3 Trillion Buyback Window Reopens in October https://www.nashnova.com/feed/special/hkex-prepares-rmb-denominated-gold-futures-with-supporting-clearing-system-set-14173 nashnova en 2026-10-03T08:16:37.873Z HKEX Prepares RMB-Denominated Gold Futures with Supporting Clearing System Set to Launch in 2027 https://www.nashnova.com/feed/special/morgan-stanley-september-ai-bond-issuance-drop-is-a-pause-q4-rebound-expected-14172 nashnova en 2026-10-03T08:11:53.244Z Morgan Stanley: September AI Bond Issuance Drop Is a Pause, Q4 Rebound Expected https://www.nashnova.com/feed/special/ecb-president-candidates-to-meet-separately-with-german-chancellor-merz-14171 nashnova en 2026-10-03T07:22:59.746Z ECB President Candidates to Meet Separately with German Chancellor Merz https://www.nashnova.com/feed/special/surging-bond-yields-weigh-on-european-equities-as-stoxx-600-posts-fourth-14170 nashnova en 2026-10-03T07:21:52.188Z Surging Bond Yields Weigh on European Equities as STOXX 600 Posts Fourth Consecutive Weekly Decline https://www.nashnova.com/feed/special/jpmorgan-tesla-eps-inflection-point-pushed-to-2028-neutral-rating-maintained-14169 nashnova en 2026-10-03T05:56:54.311Z JPMorgan: Tesla EPS Inflection Point Pushed to 2028, Neutral Rating Maintained https://www.nashnova.com/feed/special/bernstein-japan-semiconductor-equipment-sales-up-50-percent-yoy-as-ai-computing-14168 nashnova en 2026-10-03T03:32:00.402Z Bernstein: Japan Semiconductor Equipment Sales Up 50% YoY as AI Computing Investment Ripples Upstream https://www.nashnova.com/feed/special/nvidia-hits-intraday-all-time-high-market-cap-briefly-approaches-5-7-trillion-14167 nashnova en 2026-10-02T22:11:31.726Z Nvidia Hits Intraday All-Time High, Market Cap Briefly Approaches $5.7 Trillion https://www.nashnova.com/feed/special/apple-tightens-mac-disk-access-permissions-to-mitigate-ai-agent-risks-14166 nashnova en 2026-10-02T21:21:24.087Z Apple Tightens Mac Disk Access Permissions to Mitigate AI Agent Risks https://www.nashnova.com/feed/special/hedge-funds-rebuild-yen-short-positions-as-yield-spread-pressure-persists-14165 nashnova en 2026-10-02T20:36:35.211Z Hedge Funds Rebuild Yen Short Positions as Yield Spread Pressure Persists https://www.nashnova.com/feed/special/ubs-10-year-treasury-yield-needs-to-rise-another-65bps-to-trigger-capital-loss-14164 nashnova en 2026-10-02T20:31:38.090Z UBS: 10-Year Treasury Yield Needs to Rise Another 65bps to Trigger Capital Loss Threshold https://www.nashnova.com/feed/special/u-s-doj-will-not-reopen-criminal-investigation-into-powell-14163 nashnova en 2026-10-02T19:41:02.336Z U.S. DOJ Will Not Reopen Criminal Investigation Into Powell https://www.nashnova.com/feed/special/u-s-plans-to-offer-vistra-4-billion-loan-to-upgrade-nuclear-power-plants-14162 nashnova en 2026-10-02T19:36:14.578Z U.S. Plans to Offer Vistra ~$4 Billion Loan to Upgrade Nuclear Power Plants https://www.nashnova.com/feed/special/energy-sectors-negative-correlation-with-s-and-p-500-hits-53-year-historical-14161 nashnova en 2026-10-02T18:16:15.547Z Energy Sector's Negative Correlation with S&P 500 Hits 53-Year Historical Extreme https://www.nashnova.com/feed/special/saudi-arabia-plans-to-mobilize-over-100-000-yemeni-soldiers-to-attack-houthis-14160 nashnova en 2026-10-02T18:11:26.445Z Saudi Arabia Plans to Mobilize Over 100,000 Yemeni Soldiers to Attack Houthis, Targeting the Red Sea Chokepoint https://www.nashnova.com/feed/special/sec-proposes-regulatory-framework-for-investment-advisers-crypto-asset-custody-14159 nashnova en 2026-10-02T18:01:24.393Z SEC Proposes Regulatory Framework for Investment Advisers' Crypto Asset Custody https://www.nashnova.com/zh/feed/special/s-and-p-500-earnings-revision-optimism-hits-20-year-high-14196 nashnova zh-cn 2026-10-04T15:26:30.790Z 标普500企业盈利预期乐观度创20年新高 https://www.nashnova.com/zh/feed/special/wall-street-strategists-push-cross-asset-hedging-as-dual-digital-options-gain-14195 nashnova zh-cn 2026-10-04T14:41:42.213Z 华尔街策略师力推跨资产对冲,双元期权受追捧 https://www.nashnova.com/zh/feed/special/u-s-treasury-yields-break-5-percent-emerging-market-carry-traders-hold-their-14194 nashnova zh-cn 2026-10-04T13:31:39.829Z 美债收益率破5%,新兴市场套息交易者选择坚守 https://www.nashnova.com/zh/feed/special/seven-opec-nations-keep-november-production-targets-unchanged-actual-output-14193 nashnova zh-cn 2026-10-04T13:06:29.810Z OPEC+七国维持11月产量目标不变,实际产量仍远低于配额 https://www.nashnova.com/zh/feed/special/nvidia-backed-reflection-to-release-powerful-open-source-ai-model-14192 nashnova zh-cn 2026-10-04T12:56:32.833Z 英伟达支持的Reflection将发布强力开源AI模型 https://www.nashnova.com/zh/feed/special/u-s-irs-targets-aqr-tax-strategies-warns-of-potential-retroactive-penalties-14191 nashnova zh-cn 2026-10-04T12:11:21.566Z 美国IRS瞄准AQR税务策略,警告或追溯处罚 https://www.nashnova.com/zh/feed/special/morgan-stanley-chinas-global-export-share-expected-to-rise-to-16-5-percent-by-14190 nashnova zh-cn 2026-10-04T09:16:49.800Z 大摩:中国全球出口份额料升至2030年16.5% https://www.nashnova.com/zh/feed/special/white-house-super-ai-task-force-officially-launched-clayton-to-lead-120-day-ai-14189 nashnova zh-cn 2026-10-04T07:16:47.906Z 白宫超级智能工作组正式成立,克莱顿领衔120天内提交AI监管方案 https://www.nashnova.com/zh/feed/special/softbanks-digitalbridge-acquisition-sons-ai-expansion-seeks-off-balance-sheet-14188 nashnova zh-cn 2026-10-04T04:26:40.258Z 软银收购DigitalBridge:孙正义AI扩张寻求表外融资 https://www.nashnova.com/zh/feed/special/bessent-rising-treasury-yields-a-global-phenomenon-dismisses-ai-bubble-claims-14187 nashnova zh-cn 2026-10-04T03:06:43.190Z 贝森特:美债收益率上升属全球现象,驳斥AI泡沫论 https://www.nashnova.com/zh/feed/special/china-closes-over-670-banks-in-four-years-as-regulatory-consolidation-hits-14186 nashnova zh-cn 2026-10-04T02:06:41.375Z 中国四年关闭逾670家银行,监管整合创纪录 https://www.nashnova.com/zh/feed/special/citic-securities-mortgage-to-rent-parity-signal-emerges-bullish-on-developers-14185 nashnova zh-cn 2026-10-03T23:26:30.820Z 中信证券:供平过租信号显现,看好开发类及龙头经纪企业 https://www.nashnova.com/zh/feed/special/fed-and-ecb-meeting-minutes-due-for-release-as-rate-hike-expectations-cool-on-14184 nashnova zh-cn 2026-10-03T20:31:55.783Z 美联储与欧洲央行会议纪要将发布,加息预期双双降温 https://www.nashnova.com/zh/feed/special/openai-safety-staff-resign-claim-company-culture-is-broken-14183 nashnova zh-cn 2026-10-03T16:36:52.076Z OpenAI安全员工辞职:称公司文化已破碎 https://www.nashnova.com/zh/feed/special/bofa-ai-narrative-becomes-last-line-of-defense-for-u-s-bond-market-a-collapse-in-14182 nashnova zh-cn 2026-10-03T16:31:59.451Z 美银:AI叙事成美债市场最后防线,叙事破裂将放大所有宏观风险 https://www.nashnova.com/zh/feed/special/musk-confirms-talks-with-tsmc-on-texas-chip-fab-collaboration-14181 nashnova zh-cn 2026-10-03T16:27:20.385Z 马斯克确认与台积电洽谈德州芯片厂合作 https://www.nashnova.com/zh/feed/special/ubs-90-percent-of-foreign-capital-flowing-into-the-u-s-is-m-and-a-manufacturing-14180 nashnova zh-cn 2026-10-03T16:26:21.321Z 瑞银:外资涌入美国九成是并购,制造业回流数据存疑 https://www.nashnova.com/zh/feed/special/thick-smoke-reportedly-seen-at-saudi-aramcos-riyadh-refinery-as-saudi-arabia-14179 nashnova zh-cn 2026-10-03T16:13:50.324Z 沙特阿美利雅得炼厂疑现浓烟,沙特拟对胡塞武装发动大规模军事行动 https://www.nashnova.com/zh/feed/special/ubs-warning-european-natural-gas-storage-at-only-71-5-percent-winter-buffer-hits-14178 nashnova zh-cn 2026-10-03T16:12:39.903Z 瑞银预警:欧洲天然气库存仅71.5%,冬季缓冲创历史低位 https://www.nashnova.com/zh/feed/special/cheaper-ai-wont-cut-power-bills-mckinsey-forecasts-24-percent-annual-growth-in-14177 nashnova zh-cn 2026-10-03T16:11:33.872Z AI降价未必省电:麦肯锡预测数据中心用电年增24% https://www.nashnova.com/zh/feed/special/jpmorgan-breaks-down-investment-strategies-for-three-u-s-midterm-election-14176 nashnova zh-cn 2026-10-03T16:01:58.305Z 摩根大通拆解美国中期选举三情景投资策略 https://www.nashnova.com/zh/feed/special/goldman-sachs-real-time-model-points-to-china-q3-gdp-growth-of-4-1-percent-14175 nashnova zh-cn 2026-10-03T11:46:34.203Z 高盛实时模型指向中国Q3 GDP增速4.1% https://www.nashnova.com/zh/feed/special/cta-positioning-plunges-over-3-standard-deviations-as-1-3-trillion-buyback-14174 nashnova zh-cn 2026-10-03T09:06:49.955Z CTA仓位骤降逾3个标准差,1.3万亿美元回购窗口10月重开 https://www.nashnova.com/zh/feed/special/hkex-prepares-rmb-denominated-gold-futures-with-supporting-clearing-system-set-14173 nashnova zh-cn 2026-10-03T08:16:37.873Z 港交所筹备人民币计价黄金期货,配套清算系统2027年启用 https://www.nashnova.com/zh/feed/special/morgan-stanley-september-ai-bond-issuance-drop-is-a-pause-q4-rebound-expected-14172 nashnova zh-cn 2026-10-03T08:11:53.244Z 大摩:9月AI债发行骤降属暂停,四季度将回升 https://www.nashnova.com/zh/feed/special/ecb-president-candidates-to-meet-separately-with-german-chancellor-merz-14171 nashnova zh-cn 2026-10-03T07:22:59.746Z 欧洲央行行长候选人将分别会见德国总理默茨 https://www.nashnova.com/zh/feed/special/surging-bond-yields-weigh-on-european-equities-as-stoxx-600-posts-fourth-14170 nashnova zh-cn 2026-10-03T07:21:52.188Z 债券收益率飙升压制欧洲股市,斯托克600指数连续四周下跌 https://www.nashnova.com/zh/feed/special/jpmorgan-tesla-eps-inflection-point-pushed-to-2028-neutral-rating-maintained-14169 nashnova zh-cn 2026-10-03T05:56:54.311Z 摩根大通:特斯拉EPS拐点推至2028年,维持中性评级 https://www.nashnova.com/zh/feed/special/bernstein-japan-semiconductor-equipment-sales-up-50-percent-yoy-as-ai-computing-14168 nashnova zh-cn 2026-10-03T03:32:00.402Z 伯恩斯坦:日本半导体设备销售同比增50%,AI算力投资向上游扩散 https://www.nashnova.com/zh/feed/special/nvidia-hits-intraday-all-time-high-market-cap-briefly-approaches-5-7-trillion-14167 nashnova zh-cn 2026-10-02T22:11:31.726Z 英伟达盘中创历史新高,市值一度逼近5.7万亿美元 https://www.nashnova.com/zh/feed/special/apple-tightens-mac-disk-access-permissions-to-mitigate-ai-agent-risks-14166 nashnova zh-cn 2026-10-02T21:21:24.087Z 苹果收紧Mac磁盘访问权限以防范AI Agent风险 https://www.nashnova.com/zh/feed/special/hedge-funds-rebuild-yen-short-positions-as-yield-spread-pressure-persists-14165 nashnova zh-cn 2026-10-02T20:36:35.211Z 对冲基金重建日元空头,利差压力持续 https://www.nashnova.com/zh/feed/special/ubs-10-year-treasury-yield-needs-to-rise-another-65bps-to-trigger-capital-loss-14164 nashnova zh-cn 2026-10-02T20:31:38.090Z 瑞银:10年期美债收益率需再升65基点才触发资本损失警戒 https://www.nashnova.com/zh/feed/special/u-s-doj-will-not-reopen-criminal-investigation-into-powell-14163 nashnova zh-cn 2026-10-02T19:41:02.336Z 美国司法部不重启对鲍威尔刑事调查 https://www.nashnova.com/zh/feed/special/u-s-plans-to-offer-vistra-4-billion-loan-to-upgrade-nuclear-power-plants-14162 nashnova zh-cn 2026-10-02T19:36:14.578Z 美国拟向Vistra提供约40亿美元贷款升级核电站 https://www.nashnova.com/zh/feed/special/energy-sectors-negative-correlation-with-s-and-p-500-hits-53-year-historical-14161 nashnova zh-cn 2026-10-02T18:16:15.547Z 能源板块与标普500负相关性创53年历史极值 https://www.nashnova.com/zh/feed/special/saudi-arabia-plans-to-mobilize-over-100-000-yemeni-soldiers-to-attack-houthis-14160 nashnova zh-cn 2026-10-02T18:11:26.445Z 沙特拟动员逾10万也门士兵攻打胡塞武装,剑指红海咽喉 https://www.nashnova.com/zh/feed/special/sec-proposes-regulatory-framework-for-investment-advisers-crypto-asset-custody-14159 nashnova zh-cn 2026-10-02T18:01:24.393Z 美国证监会拟为投顾托管加密资产建立监管框架 https://www.nashnova.com/zh-hant/feed/special/s-and-p-500-earnings-revision-optimism-hits-20-year-high-14196 nashnova zh-tw 2026-10-04T15:26:30.790Z 標普500企業盈利預期樂觀度創20年新高 https://www.nashnova.com/zh-hant/feed/special/wall-street-strategists-push-cross-asset-hedging-as-dual-digital-options-gain-14195 nashnova zh-tw 2026-10-04T14:41:42.213Z 華爾街策略師力推跨資產對沖,雙元期權受追捧 https://www.nashnova.com/zh-hant/feed/special/u-s-treasury-yields-break-5-percent-emerging-market-carry-traders-hold-their-14194 nashnova zh-tw 2026-10-04T13:31:39.829Z 美債收益率破5%,新興市場套息交易者選擇堅守 https://www.nashnova.com/zh-hant/feed/special/seven-opec-nations-keep-november-production-targets-unchanged-actual-output-14193 nashnova zh-tw 2026-10-04T13:06:29.810Z OPEC+七國維持11月產量目標不變,實際產量仍遠低於配額 https://www.nashnova.com/zh-hant/feed/special/nvidia-backed-reflection-to-release-powerful-open-source-ai-model-14192 nashnova zh-tw 2026-10-04T12:56:32.833Z 英偉達支持的Reflection將發布強力開源AI模型 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https://www.nashnova.com/zh-hant/feed/special/energy-sectors-negative-correlation-with-s-and-p-500-hits-53-year-historical-14161 nashnova zh-tw 2026-10-02T18:16:15.547Z 能源板塊與標普500負相關性創53年歷史極值 https://www.nashnova.com/zh-hant/feed/special/saudi-arabia-plans-to-mobilize-over-100-000-yemeni-soldiers-to-attack-houthis-14160 nashnova zh-tw 2026-10-02T18:11:26.445Z 沙特擬動員逾10萬也門士兵攻打胡塞武裝,劍指紅海咽喉 https://www.nashnova.com/zh-hant/feed/special/sec-proposes-regulatory-framework-for-investment-advisers-crypto-asset-custody-14159 nashnova zh-tw 2026-10-02T18:01:24.393Z 美國證監會擬為投顧託管加密資產建立監管框架